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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Stuart Mayer Stuart Mayer's Merrill Lynch Experience 1992 - 1997
Job Financial Services IT Consultant
Industry Information Technology and Services
Experience
Business Computing Inc. May 1995 - Present
Federated Investors October 2014 - May 2015
Alberta Investment Management Corporation (AIMCo) November 2011 - December 2013
TPG-Axon Capital 2006 - September 2011
Deutsche Bank 2003 - 2006
MetLife 2002 - 2003
PricewaterhouseCoopers 1998 - 2002
Merrill Lynch 1992 - 1997
Donaldson, Lufkin & Jenrette April 1990 - February 1992
NCR Corporation 1986 - 1990
Skills
Trading Systems, Microsoft SQL Server, Financial Services, Business Analysis, Fixed Income, Charles River IMS, C#, Hedge Funds, Equities, Derivatives, Java, Business Process, Project Management, Oracle, CRM, Electronic Trading, XML, Bloomberg, Portfolio Management, Blackberry applications, Oracle SQL, Beauchamp, Data Architecture, Data Analysis, Compliance, Options, Reference Data, Stored Procedures, Database Triggers, Objective-C, iOS development, Xcode, Message Queue, SDLC
Education
Stevens Institute of Technology 1987 — 1988
Master of Science (MS), Computer Science
State University of New York at Buffalo 1983 — 1986
Bachelor of Science (BS), Computer Science
Business Computing Inc. May 1995 - Present
Federated Investors October 2014 - May 2015
Alberta Investment Management Corporation (AIMCo) November 2011 - December 2013
TPG-Axon Capital 2006 - September 2011
Deutsche Bank 2003 - 2006
MetLife 2002 - 2003
PricewaterhouseCoopers 1998 - 2002
Merrill Lynch 1992 - 1997
Donaldson, Lufkin & Jenrette April 1990 - February 1992
NCR Corporation 1986 - 1990
Skills
Trading Systems, Microsoft SQL Server, Financial Services, Business Analysis, Fixed Income, Charles River IMS, C#, Hedge Funds, Equities, Derivatives, Java, Business Process, Project Management, Oracle, CRM, Electronic Trading, XML, Bloomberg, Portfolio Management, Blackberry applications, Oracle SQL, Beauchamp, Data Architecture, Data Analysis, Compliance, Options, Reference Data, Stored Procedures, Database Triggers, Objective-C, iOS development, Xcode, Message Queue, SDLC
Education
Stevens Institute of Technology 1987 — 1988
Master of Science (MS), Computer Science
State University of New York at Buffalo 1983 — 1986
Bachelor of Science (BS), Computer Science
Daniel Marionni's Merrill Lynch Experience March 2003 - March 2005
Job PwC Advisory Services, Salesforce.com Financial Services
Industry Financial Services
Experience
PwC April 2015 - Present
Morgan Stanley January 2011 - March 2015
Morgan Stanley March 2005 - December 2010
Merrill Lynch March 2003 - March 2005
Nadan Associates June 2000 - March 2003
Skills
Salesforce.com, CRM, Financial Services, SaaS, Project Portfolio..., SDLC, Talent Management, Project Management, Master Data Management, Change Management, Consulting, PMP, Executive Management, PaaS, Recruiting, Outsourcing, Learning Management, E-Learning, Vendor Management, Business Analysis, PMO, CRM software, Applicant Tracking..., Plateau, Process Engineering, SFDC, Salesforce.com..., Force.com, Salesforce.com Certified, Force.com Sites, Apex Data Loader, Visual Force, Custom Objects, salesforce, Cloud Computing, Informatica, Enterprise Software, Big Data, DocuSign, Hirevue, Cornerstone Ondemand, Jive, Adobe Connect, IT Strategy, Enterprise Architecture, Analytics, Professional Services, Business Process..., Strategy, Business Process...
Education
Stevens Institute of Technology 2001 — 2002
Masters, Technology Management
Susquehanna University 1990 — 1994
BA, International Business / Spanish
PwC April 2015 - Present
Morgan Stanley January 2011 - March 2015
Morgan Stanley March 2005 - December 2010
Merrill Lynch March 2003 - March 2005
Nadan Associates June 2000 - March 2003
Skills
Salesforce.com, CRM, Financial Services, SaaS, Project Portfolio..., SDLC, Talent Management, Project Management, Master Data Management, Change Management, Consulting, PMP, Executive Management, PaaS, Recruiting, Outsourcing, Learning Management, E-Learning, Vendor Management, Business Analysis, PMO, CRM software, Applicant Tracking..., Plateau, Process Engineering, SFDC, Salesforce.com..., Force.com, Salesforce.com Certified, Force.com Sites, Apex Data Loader, Visual Force, Custom Objects, salesforce, Cloud Computing, Informatica, Enterprise Software, Big Data, DocuSign, Hirevue, Cornerstone Ondemand, Jive, Adobe Connect, IT Strategy, Enterprise Architecture, Analytics, Professional Services, Business Process..., Strategy, Business Process...
Education
Stevens Institute of Technology 2001 — 2002
Masters, Technology Management
Susquehanna University 1990 — 1994
BA, International Business / Spanish
Thomas D'Eletto Thomas D'Eletto's Merrill Lynch Experience 2000 - 2001
Job Product Manager at Liquidnet, Global Block Crossing & Capital Markets
Industry Financial Services
Experience
Liquidnet August 2007 - Present
Alliance Bernstein 2002 - 2007
Merrill Lynch 2000 - 2001
Sticky Networks 2000 - 2000
Opus360 1998 - 2000
J&H Marsh McLennan 1997 - 1998
Johnson & Higgins 1996 - 1997
Dow Jones Telerate 1992 - 1996
Skills
Product Management, Business Analysis, Data Analysis, Big Data, Analysis, Electronic Trading, Analytics, Start-ups, Interaction Design, Team Leadership, Trading Systems, Equities, Requirements Analysis, Scrum, Trading, Business Intelligence, Software Development, Fixed Income, Problem Solving, Agile Project Management, Agile Methodologies, Capital Markets, Market Data, Project Management, Data Visualization, Product Strategy, Buy-side, Spotfire, Product Development, Business Strategy, Program Management, Strategy Development, Institutional Investors, Web Applications, Investment Banking, Private Equity, Web Application Design, Excel, IPO, Writing, Portfolio Management, Financial Markets, Business Requirements, Business Development, SDLC, Strategy, Management, Financial Services
Education
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Technology Management (EMTM)
Syracuse University 1988 — 1992
Liquidnet August 2007 - Present
Alliance Bernstein 2002 - 2007
Merrill Lynch 2000 - 2001
Sticky Networks 2000 - 2000
Opus360 1998 - 2000
J&H Marsh McLennan 1997 - 1998
Johnson & Higgins 1996 - 1997
Dow Jones Telerate 1992 - 1996
Skills
Product Management, Business Analysis, Data Analysis, Big Data, Analysis, Electronic Trading, Analytics, Start-ups, Interaction Design, Team Leadership, Trading Systems, Equities, Requirements Analysis, Scrum, Trading, Business Intelligence, Software Development, Fixed Income, Problem Solving, Agile Project Management, Agile Methodologies, Capital Markets, Market Data, Project Management, Data Visualization, Product Strategy, Buy-side, Spotfire, Product Development, Business Strategy, Program Management, Strategy Development, Institutional Investors, Web Applications, Investment Banking, Private Equity, Web Application Design, Excel, IPO, Writing, Portfolio Management, Financial Markets, Business Requirements, Business Development, SDLC, Strategy, Management, Financial Services
Education
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Technology Management (EMTM)
Syracuse University 1988 — 1992
R. Julian Gallo's Merrill Lynch Experience June 2013 - September 2013
Job Business Analyst at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - September 2013
Vernalis Systems May 2012 - September 2012
Hayward Baker January 2011 - May 2011
Skills
Microsoft Office, Time Management, Team Building, Microsoft Excel, Organizational Structure, Solidworks, Business Intelligence, MS Project, Project Management, Microsoft Word, Team Leadership, CRM, SharePoint, Visio, Networking, Java, Social Media, Data Analysis, HTML, Operations Management, Research, Process Improvement, PowerPoint, Strategic Planning, Salesforce.com, Analysis, Business Analysis, Six Sigma, Engineering, Leadership, Manufacturing, Matlab, Outlook, Project Planning, Windows, Software Documentation, Sales Management, Business Development, Social Networking, Program Management, Budgets, Risk Management, Troubleshooting, Access, Testing, Market Research, Product Development, Photoshop, Management, Process Scheduler
Education
Stevens Institute of Technology 2009 — 2014
Bachelor of Science (B.S.), Business and Technology
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - September 2013
Vernalis Systems May 2012 - September 2012
Hayward Baker January 2011 - May 2011
Skills
Microsoft Office, Time Management, Team Building, Microsoft Excel, Organizational Structure, Solidworks, Business Intelligence, MS Project, Project Management, Microsoft Word, Team Leadership, CRM, SharePoint, Visio, Networking, Java, Social Media, Data Analysis, HTML, Operations Management, Research, Process Improvement, PowerPoint, Strategic Planning, Salesforce.com, Analysis, Business Analysis, Six Sigma, Engineering, Leadership, Manufacturing, Matlab, Outlook, Project Planning, Windows, Software Documentation, Sales Management, Business Development, Social Networking, Program Management, Budgets, Risk Management, Troubleshooting, Access, Testing, Market Research, Product Development, Photoshop, Management, Process Scheduler
Education
Stevens Institute of Technology 2009 — 2014
Bachelor of Science (B.S.), Business and Technology
Anthony Mancino Anthony Mancino's Merrill Lynch Experience November 2003 - October 2004
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2013 - Present
TD Ameritrade October 2004 - May 2013
Merrill Lynch November 2003 - October 2004
Datek Online December 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investment Advisory, Series 24, Wealth Management, Asset Allocation, Series 65, Retirement Planning, Investment Strategies, Retirement, ETFs, Investments, FINRA, Options, Financial Advisory, Bonds, Asset Management, 401k Rollovers, Retirement Plan..., Securities, 401k, IRAs, Wealth Management..., Investment Management, High Net Worth..., Relationship Management, Stocks
Education
Georgian Court College 1997 — 1998
MA Psychology
Richard Stockton College of New Jersey 1993 — 1996
BA, Psychology
Brick High School
Scottrade May 2013 - Present
TD Ameritrade October 2004 - May 2013
Merrill Lynch November 2003 - October 2004
Datek Online December 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investment Advisory, Series 24, Wealth Management, Asset Allocation, Series 65, Retirement Planning, Investment Strategies, Retirement, ETFs, Investments, FINRA, Options, Financial Advisory, Bonds, Asset Management, 401k Rollovers, Retirement Plan..., Securities, 401k, IRAs, Wealth Management..., Investment Management, High Net Worth..., Relationship Management, Stocks
Education
Georgian Court College 1997 — 1998
MA Psychology
Richard Stockton College of New Jersey 1993 — 1996
BA, Psychology
Brick High School
Pamela Sol Merry's Merrill Lynch Experience June 2008 - August 2008
Job Client Service Rep at Deutsche Bank
Industry Financial Services
Experience
High Fives for Hope December 2010 - Present
Deutsche Bank July 2010 - Present
Pershing June 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Swaps, Mutual Funds, Client Services, Leadership, Bloomberg, Equities, Fundraising, Negotiation, Finance, Event Planning, Portfolio Management, Microsoft Excel, Marketing, Investments, Investment Banking, Analysis
Education
Stetson University 2005 — 2009
Bachelor's degree, Major in Marketing and Minor in MIS
Stetson University 2005 — 2009
BA, Marketing, Management Information Systems
High Fives for Hope December 2010 - Present
Deutsche Bank July 2010 - Present
Pershing June 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Swaps, Mutual Funds, Client Services, Leadership, Bloomberg, Equities, Fundraising, Negotiation, Finance, Event Planning, Portfolio Management, Microsoft Excel, Marketing, Investments, Investment Banking, Analysis
Education
Stetson University 2005 — 2009
Bachelor's degree, Major in Marketing and Minor in MIS
Stetson University 2005 — 2009
BA, Marketing, Management Information Systems
Eric DiAndrea Eric DiAndrea's Merrill Lynch Experience May 2011 - August 2011
Job Client Associate at deVere USA
Industry Financial Services
Experience
deVere Group October 2012 - Present
Merrill Lynch May 2011 - August 2011
Island Pump & Tank Corp. May 2007 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Investments, Valuation, Strategic Financial..., Fixed Income, Portfolio Management, Equity Research, Alternative Investments, Wealth Management, Corporate Finance
Education
Stevens Institute of Technology 2008 — 2012
BSc, Business and Technology, Concentration in Finance
Manhasset High School 2004 — 2008
deVere Group October 2012 - Present
Merrill Lynch May 2011 - August 2011
Island Pump & Tank Corp. May 2007 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Investments, Valuation, Strategic Financial..., Fixed Income, Portfolio Management, Equity Research, Alternative Investments, Wealth Management, Corporate Finance
Education
Stevens Institute of Technology 2008 — 2012
BSc, Business and Technology, Concentration in Finance
Manhasset High School 2004 — 2008
Tony Alicea Tony Alicea's Merrill Lynch Experience January 1996 - January 1998
Job Vice President/COO at JCT Services, LLC
Industry Broadcast Media
Experience
JCT Services, LLC March 2015 - Present
WSMV December 2011 - March 2015
DIGITIZ, Inc. February 2011 - December 2011
Freedom Communications July 2006 - October 2010
CNBC September 2003 - July 2006
CNBC Headquarters Design & Construction January 2001 - January 2003
CNBC January 2000 - January 2001
Merrill Lynch January 1996 - January 1998
Unisys 1983 - 1996
Skills
Vendor Management, Account Management, Technology Evangelist, Business Process..., Program Management, Broadcast, Broadcast Television, Digital Asset Management, Streaming Media, Television, Digital Media, Video Production, Mobile Devices, Management, Leadership, Project Management, Six Sigma, Enterprise Software, Broadcast Engineering, HD Video, Strategy, Radio Broadcasting, Digital Video, Video, VOD, Digital TV, Avid, Non-linear Editing, IPTV, Sound, Satellite, MPEG, Web Video
Education
Stevens Institute of Technology 1979 — 1983
BEE, Electrical Engineering
JCT Services, LLC March 2015 - Present
WSMV December 2011 - March 2015
DIGITIZ, Inc. February 2011 - December 2011
Freedom Communications July 2006 - October 2010
CNBC September 2003 - July 2006
CNBC Headquarters Design & Construction January 2001 - January 2003
CNBC January 2000 - January 2001
Merrill Lynch January 1996 - January 1998
Unisys 1983 - 1996
Skills
Vendor Management, Account Management, Technology Evangelist, Business Process..., Program Management, Broadcast, Broadcast Television, Digital Asset Management, Streaming Media, Television, Digital Media, Video Production, Mobile Devices, Management, Leadership, Project Management, Six Sigma, Enterprise Software, Broadcast Engineering, HD Video, Strategy, Radio Broadcasting, Digital Video, Video, VOD, Digital TV, Avid, Non-linear Editing, IPTV, Sound, Satellite, MPEG, Web Video
Education
Stevens Institute of Technology 1979 — 1983
BEE, Electrical Engineering
Kimberlee Mehrer's Merrill Lynch Experience March 2014 - Present
Job Senior Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch June 2008 - March 2014
Kris Cole Salon May 2008 - January 2011
The Barber Shop Salon March 2000 - May 2008
Skills
Microsoft Excel, PowerPoint, Leadership, Event Planning, Microsoft Office, Management, Customer Service
Education
Richard Stockton College of New Jersey 2006 — 2008
Bachelor of Science (BS), Business Management
Merrill Lynch March 2014 - Present
Merrill Lynch June 2008 - March 2014
Kris Cole Salon May 2008 - January 2011
The Barber Shop Salon March 2000 - May 2008
Skills
Microsoft Excel, PowerPoint, Leadership, Event Planning, Microsoft Office, Management, Customer Service
Education
Richard Stockton College of New Jersey 2006 — 2008
Bachelor of Science (BS), Business Management
Peter Heise's Merrill Lynch Experience 2001 - 2002
Job Portfolio Manager/Trader GES 600 Madison Ave
Industry Financial Services
Experience
GES 600 Madison Ave June 2013 - Present
KCM Asset Management June 2002 - June 2013
Merrill Lynch 2001 - 2002
MBF Clearing Corp May 1999 - August 1999
Skills
Alternative Investments, Equities, Series 7, Fixed Income, Bloomberg, Hedge Funds, Equity Research, Research, Mutual Funds, Financial Modeling, Equity Trading, Asset Management, Financial Analysis, Portfolio Management, Trading, Equity Valuation, Valuation, Investments, Options, Capital Markets, Financial Markets, Asset Allocation, Investment Management
Education
Stetson University 2002 — 2003
Master of Business Administration (MBA), Finance
GES 600 Madison Ave June 2013 - Present
KCM Asset Management June 2002 - June 2013
Merrill Lynch 2001 - 2002
MBF Clearing Corp May 1999 - August 1999
Skills
Alternative Investments, Equities, Series 7, Fixed Income, Bloomberg, Hedge Funds, Equity Research, Research, Mutual Funds, Financial Modeling, Equity Trading, Asset Management, Financial Analysis, Portfolio Management, Trading, Equity Valuation, Valuation, Investments, Options, Capital Markets, Financial Markets, Asset Allocation, Investment Management
Education
Stetson University 2002 — 2003
Master of Business Administration (MBA), Finance
Bill Whartenby Bill Whartenby's Merrill Lynch Experience January 2000 - July 2008
Job Operations Manager at Bank of America
Industry Printing
Experience
Bank of America October 2011 - Present
Bank of America July 2008 - October 2011
Merrill Lynch January 2000 - July 2008
Skills
Operations Management, Vendor Management
Education
Richard Stockton College of New Jersey 1995 — 2000
Bank of America October 2011 - Present
Bank of America July 2008 - October 2011
Merrill Lynch January 2000 - July 2008
Skills
Operations Management, Vendor Management
Education
Richard Stockton College of New Jersey 1995 — 2000
Brian Moriarty, CRPC®'s Merrill Lynch Experience May 2001 - February 2008
Job Financial Advisor, Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management January 2011 - Present
Leaders FItness, LLC April 2010 - December 2013
Oppenheimer & Close, LLC February 2008 - December 2008
Merrill Lynch May 2001 - February 2008
Skills
Hedge Funds, Risk, Organizational..., Marketing Strategy, General Securities..., Exercise Design, Fitness Training, Sports Nutrition, Alternative Investments, Financial Risk, Wealth Management, Financial Advisory, Retirement, Series 7, Strategic Financial..., Investments, Fixed Income, Finance, Portfolio Management, Mutual Funds, Management, Financial Planning
Education
Stockton University 1998 — 2002
Bachelors, Economics
Merrill Lynch Wealth Management January 2011 - Present
Leaders FItness, LLC April 2010 - December 2013
Oppenheimer & Close, LLC February 2008 - December 2008
Merrill Lynch May 2001 - February 2008
Skills
Hedge Funds, Risk, Organizational..., Marketing Strategy, General Securities..., Exercise Design, Fitness Training, Sports Nutrition, Alternative Investments, Financial Risk, Wealth Management, Financial Advisory, Retirement, Series 7, Strategic Financial..., Investments, Fixed Income, Finance, Portfolio Management, Mutual Funds, Management, Financial Planning
Education
Stockton University 1998 — 2002
Bachelors, Economics
Daniel Kopko Daniel Kopko's Merrill Lynch Experience 2001 - 2005
Job CEO at DataFluidics Provider of Ultralow Latency Platform & Services
Industry Computer Software
Experience
DataFluidics April 2012 - Present
Sumo Capital, LLC 2009 - 2012
Volant Trading 2009 - 2009
Bank of America 2005 - 2008
Merrill Lynch 2001 - 2005
Skills
Ultra Low Latency, High Frequency Trading, Low Latency Trading, Low Latency, Lock-free Programming, Cache Coherency, Multi-core Programming, Multi-core, High Performance..., Performance Engineering, Performance Tuning, Parallel Computing, Parallel Programming, Parallel Algorithms, MapReduce, Concurrent Programming, Distributed Systems, Fault Tolerance, Fault Tolerant Systems, Erlang, OCaml, Scheme, Java, ECN, NYSE, ITCH, Electronic Markets, Market Making, Exchange Connectivity, Order Routing, Performance Measurement, Software Consulting, Algorithms, Trading Systems, Software Development, Big Data, Electronic Trading, C++, Scheduling Algorithms, Event Processing, Event-driven, Event Driven Programming, OTP, Dynamic Languages, ARCA, REDI, FIX, Execution Management...
Education
Stevens Institute of Technology 1999 — 2004
Bachelor's degree, Computer Science
DataFluidics April 2012 - Present
Sumo Capital, LLC 2009 - 2012
Volant Trading 2009 - 2009
Bank of America 2005 - 2008
Merrill Lynch 2001 - 2005
Skills
Ultra Low Latency, High Frequency Trading, Low Latency Trading, Low Latency, Lock-free Programming, Cache Coherency, Multi-core Programming, Multi-core, High Performance..., Performance Engineering, Performance Tuning, Parallel Computing, Parallel Programming, Parallel Algorithms, MapReduce, Concurrent Programming, Distributed Systems, Fault Tolerance, Fault Tolerant Systems, Erlang, OCaml, Scheme, Java, ECN, NYSE, ITCH, Electronic Markets, Market Making, Exchange Connectivity, Order Routing, Performance Measurement, Software Consulting, Algorithms, Trading Systems, Software Development, Big Data, Electronic Trading, C++, Scheduling Algorithms, Event Processing, Event-driven, Event Driven Programming, OTP, Dynamic Languages, ARCA, REDI, FIX, Execution Management...
Education
Stevens Institute of Technology 1999 — 2004
Bachelor's degree, Computer Science
Evan Bergstrom Evan Bergstrom's Merrill Lynch Experience January 2000 - February 2002
Job CTO / Product Manager at Triangle Park Capital Markets Data
Industry Financial Services
Experience
Triangle Park Capital Markets September 2013 - Present
Municipal Bond Information Services September 2013 - Present
Bloomberg June 2009 - August 2013
Goldman Sachs March 2006 - May 2009
Goldman Sachs March 2004 - March 2006
Interactive Data April 2002 - March 2004
Merrill Lynch January 2000 - February 2002
J.P. Morgan June 1999 - January 2000
Chase January 1999 - June 1999
Goldman Sachs 1994 - 1999
Skills
Agile Methodologies, Software Project..., Financial Modeling, Fixed Income, Product Management, Project Management, Management, Bloomberg, Leadership, Business Planning, Presentations, Testing, Distributed Systems, Bonds, Business Process, PMO, Requirements Gathering, Scalability, Business Analysis, Fixed Income Analysis, Fixed Income Technology, C++ Language, Java, C, Market Data, Microsoft Excel, PowerPoint, MS Project, Risk Management, Trading Systems, Analysis, Databases, Multithreading, Requirements Analysis, Program Management, CRM, Strategy, Low Latency
Education
Stevens Institute of Technology 1992 — 1993
M.S., Computer Science
Stevens Institute of Technology 1988 — 1992
Bachelor of Engineering, Electircal Engineering
Triangle Park Capital Markets September 2013 - Present
Municipal Bond Information Services September 2013 - Present
Bloomberg June 2009 - August 2013
Goldman Sachs March 2006 - May 2009
Goldman Sachs March 2004 - March 2006
Interactive Data April 2002 - March 2004
Merrill Lynch January 2000 - February 2002
J.P. Morgan June 1999 - January 2000
Chase January 1999 - June 1999
Goldman Sachs 1994 - 1999
Skills
Agile Methodologies, Software Project..., Financial Modeling, Fixed Income, Product Management, Project Management, Management, Bloomberg, Leadership, Business Planning, Presentations, Testing, Distributed Systems, Bonds, Business Process, PMO, Requirements Gathering, Scalability, Business Analysis, Fixed Income Analysis, Fixed Income Technology, C++ Language, Java, C, Market Data, Microsoft Excel, PowerPoint, MS Project, Risk Management, Trading Systems, Analysis, Databases, Multithreading, Requirements Analysis, Program Management, CRM, Strategy, Low Latency
Education
Stevens Institute of Technology 1992 — 1993
M.S., Computer Science
Stevens Institute of Technology 1988 — 1992
Bachelor of Engineering, Electircal Engineering
Katerina Bogorova Katerina Bogorova's Merrill Lynch Experience 1996 - 2006
Job
Industry Financial Services
Experience
AXA Equitable September 2010 - Present
Prudential Financial March 2007 - May 2010
Bank of America 2010 - 2010
Merrill Lynch 1996 - 2006
Skills
ITIL Certified, IT Infrastructure..., Citrix, Virtualization, X86 Virtualization, Desktop Administration, Problem Management, Incident Management, Disaster Recovery, Project Management, SDLC, Requirements Gathering, Data Warehousing, Systems Analysis, Business Analysis, Technology Change..., Software Project..., Requirements Analysis, IT Strategy, Vendor Management, Risk Management
Education
Stevens Institute of Technology 2008 — 2010
MSIS, Concentration in Project Management
St. Petersburg University 1981 — 1985
Bachelor in Engeneering
AXA Equitable September 2010 - Present
Prudential Financial March 2007 - May 2010
Bank of America 2010 - 2010
Merrill Lynch 1996 - 2006
Skills
ITIL Certified, IT Infrastructure..., Citrix, Virtualization, X86 Virtualization, Desktop Administration, Problem Management, Incident Management, Disaster Recovery, Project Management, SDLC, Requirements Gathering, Data Warehousing, Systems Analysis, Business Analysis, Technology Change..., Software Project..., Requirements Analysis, IT Strategy, Vendor Management, Risk Management
Education
Stevens Institute of Technology 2008 — 2010
MSIS, Concentration in Project Management
St. Petersburg University 1981 — 1985
Bachelor in Engeneering
Andrea Costello Andrea Costello's Merrill Lynch Experience December 2012 - Present
Job Merrill Edge Ownership Transition Team
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Today's Dance Center September 2005 - Present
PHH Mortgage June 2012 - November 2012
Richard Stockton College of NJ January 2011 - May 2012
Richard Stockton College of NJ October 2009 - May 2012
Richard Stockton College of NJ September 2009 - May 2012
Richard Stockton College of NJ September 2008 - May 2012
Marlton United Methodist Church June 2011 - August 2011
WSP SELLS May 2011 - August 2011
Skills
Microsoft Excel, Teaching, Training
Education
Richard Stockton College of New Jersey 2008 — 2012
Bachelor of Science, Mathematics
Stockton University 2008 — 2012
BS, Mathematics
Merrill Lynch December 2012 - Present
Today's Dance Center September 2005 - Present
PHH Mortgage June 2012 - November 2012
Richard Stockton College of NJ January 2011 - May 2012
Richard Stockton College of NJ October 2009 - May 2012
Richard Stockton College of NJ September 2009 - May 2012
Richard Stockton College of NJ September 2008 - May 2012
Marlton United Methodist Church June 2011 - August 2011
WSP SELLS May 2011 - August 2011
Skills
Microsoft Excel, Teaching, Training
Education
Richard Stockton College of New Jersey 2008 — 2012
Bachelor of Science, Mathematics
Stockton University 2008 — 2012
BS, Mathematics
T. Ryan Housefield, CFMP's Merrill Lynch Experience 2004 - 2006
Job MARQUIS Regional Sales Manager
Industry Banking
Experience
MARQUIS October 2009 - Present
Housefield Partners International, LLC 2009 - 2010
CetroTek Holdings Limited April 2006 - September 2009
Merrill Lynch 2004 - 2006
Edward Jones 2003 - 2004
Morgan Stanley January 2003 - May 2003
Skills
Mergers, Banking, Loans, Equities, Fixed Income, Financial Analysis, Portfolio Management, Finance, Financial Services, Strategic Financial..., Asset Managment, Strategic Planning, Mortgage Lending, Marketing, Marketing Strategy, Mergers & Acquisitions, Database Marketing, Direct Marketing, Business Development, Relationship Management, Sales, Credit, Investments
Education
American Bankers Association School of Bank Marketing and Management at Southern Methodist University 2010 — 2011
Graduate, Banking
Stetson University 1999 — 2003
Bachelors, Business
Westminster Academy 1997 — 1999
MARQUIS October 2009 - Present
Housefield Partners International, LLC 2009 - 2010
CetroTek Holdings Limited April 2006 - September 2009
Merrill Lynch 2004 - 2006
Edward Jones 2003 - 2004
Morgan Stanley January 2003 - May 2003
Skills
Mergers, Banking, Loans, Equities, Fixed Income, Financial Analysis, Portfolio Management, Finance, Financial Services, Strategic Financial..., Asset Managment, Strategic Planning, Mortgage Lending, Marketing, Marketing Strategy, Mergers & Acquisitions, Database Marketing, Direct Marketing, Business Development, Relationship Management, Sales, Credit, Investments
Education
American Bankers Association School of Bank Marketing and Management at Southern Methodist University 2010 — 2011
Graduate, Banking
Stetson University 1999 — 2003
Bachelors, Business
Westminster Academy 1997 — 1999
Joseph Fields's Merrill Lynch Experience March 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
MetLife November 2005 - Present
UBS November 2002 - November 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Outlook, Management, Analysis, Accounting, Access, Financial Reporting, Sales, Budgets, Training, Leadership, Strategic Planning, Social Media, Sales Process, Marketing Strategy, Investments, CRM, B2B
Education
Richard Stockton College of New Jersey 1998 — 2002
Bachelor's degree, Accounting and Finance
Merrill Lynch March 2015 - Present
MetLife November 2005 - Present
UBS November 2002 - November 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Outlook, Management, Analysis, Accounting, Access, Financial Reporting, Sales, Budgets, Training, Leadership, Strategic Planning, Social Media, Sales Process, Marketing Strategy, Investments, CRM, B2B
Education
Richard Stockton College of New Jersey 1998 — 2002
Bachelor's degree, Accounting and Finance
Jennifer Vega's Merrill Lynch Experience October 2007 - May 2008
Job AVP, Senior Compliance Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
Fidelity National Information Services June 2013 - November 2013
Banco do Brasil March 2012 - June 2013
Law Offices of Cynthia N. Sass October 2011 - December 2011
American Civil Liberties Union February 2011 - November 2011
Meros, Smith, Lazzara and Olney February 2010 - August 2010
District Court for the Middle District of Florida August 2009 - August 2010
Christopher Ferguson, P.A., January 2010 - March 2010
Law Office of Daniel M. Plonsky 2010 - 2010
Merrill Lynch October 2007 - May 2008
Skills
Legal Research, Litigation, Corporate Law, Civil Litigation, Commercial Litigation, Courts, Research, Legal Writing, Analysis, Fraud, Pleadings, Legal Issues, Banking Law, Consumer Financing, Regulatory Affairs, Legal Compliance, Bank Secrecy Act, OFAC, Gramm-Leach-Bliley, Risk Assessment, FCPA, Financial Regulation, International Banking..., Dodd-Frank, Risk Management, Employment Law, Family Law, Lexis, Legal Advice, Microsoft Office, Spanish, Westlaw, Legal Assistance, Estate Planning, UDAAP, Appeals, Policy
Education
Stetson University College of Law 2008 — 2011
Juris Doctor, Law
University of Florida 2003 — 2007
Bachelor of Arts, Political Science; Business Administration
Hult International Business School 2005 — 2005
University of Florida - Study Abroad, Business Administration and Management, General
JPMorgan Chase November 2013 - Present
Fidelity National Information Services June 2013 - November 2013
Banco do Brasil March 2012 - June 2013
Law Offices of Cynthia N. Sass October 2011 - December 2011
American Civil Liberties Union February 2011 - November 2011
Meros, Smith, Lazzara and Olney February 2010 - August 2010
District Court for the Middle District of Florida August 2009 - August 2010
Christopher Ferguson, P.A., January 2010 - March 2010
Law Office of Daniel M. Plonsky 2010 - 2010
Merrill Lynch October 2007 - May 2008
Skills
Legal Research, Litigation, Corporate Law, Civil Litigation, Commercial Litigation, Courts, Research, Legal Writing, Analysis, Fraud, Pleadings, Legal Issues, Banking Law, Consumer Financing, Regulatory Affairs, Legal Compliance, Bank Secrecy Act, OFAC, Gramm-Leach-Bliley, Risk Assessment, FCPA, Financial Regulation, International Banking..., Dodd-Frank, Risk Management, Employment Law, Family Law, Lexis, Legal Advice, Microsoft Office, Spanish, Westlaw, Legal Assistance, Estate Planning, UDAAP, Appeals, Policy
Education
Stetson University College of Law 2008 — 2011
Juris Doctor, Law
University of Florida 2003 — 2007
Bachelor of Arts, Political Science; Business Administration
Hult International Business School 2005 — 2005
University of Florida - Study Abroad, Business Administration and Management, General
Cynthia Clark, CFP®, J.D. Cynthia Clark, CFP®, J.D.'s Merrill Lynch Experience January 2009 - December 2010
Job Estate Planning & Elder Law Attorney
Industry Law Practice
Experience
Law Offices of Cynthia M. Clark, PLLC January 2015 - Present
Dunlap & Moran, P.A. September 2014 - January 2015
Veterans Law Institute, Stetson University College of Law January 2013 - May 2013
Gulfcoast Legal Services, Inc June 2012 - August 2012
Internal Revenue Service January 2012 - April 2012
Merrill Lynch January 2009 - December 2010
Banc of America Investments November 2006 - January 2009
Banc of America Investment Services, Inc. April 2006 - November 2006
Banc of America Investment Services, Inc. April 2003 - April 2006
Raymond James Financial Services 2000 - 2003
Skills
Certified Financial...
Education
Stetson University College of Law 2011 — 2014
Juris Doctor, Cum Laude, Final Cumulative GPA: 3.515 Final Class Rank: 17/233
Old Dominion University - College of Business and Public Administration 1993 — 1995
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude
Tidewater Community College 1991 — 1992
Associate of Science (A.S.), Business Administration and Management, General, Summa Cum Laude
Law Offices of Cynthia M. Clark, PLLC January 2015 - Present
Dunlap & Moran, P.A. September 2014 - January 2015
Veterans Law Institute, Stetson University College of Law January 2013 - May 2013
Gulfcoast Legal Services, Inc June 2012 - August 2012
Internal Revenue Service January 2012 - April 2012
Merrill Lynch January 2009 - December 2010
Banc of America Investments November 2006 - January 2009
Banc of America Investment Services, Inc. April 2006 - November 2006
Banc of America Investment Services, Inc. April 2003 - April 2006
Raymond James Financial Services 2000 - 2003
Skills
Certified Financial...
Education
Stetson University College of Law 2011 — 2014
Juris Doctor, Cum Laude, Final Cumulative GPA: 3.515 Final Class Rank: 17/233
Old Dominion University - College of Business and Public Administration 1993 — 1995
Bachelor of Science in Business Administration, Accounting, Summa Cum Laude
Tidewater Community College 1991 — 1992
Associate of Science (A.S.), Business Administration and Management, General, Summa Cum Laude
Scott Housel, CFP®'s Merrill Lynch Experience April 2005 - August 2011
Job Financial Advisor / CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James August 2011 - Present
River City Auto Spa, LLC 2008 - 2012
Merrill Lynch April 2005 - August 2011
Morgan Stanley Smith Barney July 1996 - March 2005
Skills
Investment Strategies, Financial Advisory, Financial Goals, Securities, Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Uniform Combined State..., 401k Rollovers, Investment Advisory, Finance, Retirement, Asset Allocation, Series 63, Estate Planning, Fixed Annuities
Education
Stetson University 1989 — 1993
BS, Exercise Science Sports Administration
Delbarton School 1987 — 1989
Raymond James August 2011 - Present
River City Auto Spa, LLC 2008 - 2012
Merrill Lynch April 2005 - August 2011
Morgan Stanley Smith Barney July 1996 - March 2005
Skills
Investment Strategies, Financial Advisory, Financial Goals, Securities, Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Uniform Combined State..., 401k Rollovers, Investment Advisory, Finance, Retirement, Asset Allocation, Series 63, Estate Planning, Fixed Annuities
Education
Stetson University 1989 — 1993
BS, Exercise Science Sports Administration
Delbarton School 1987 — 1989
Jeffrey Avila Jeffrey Avila's Merrill Lynch Experience July 2007 - October 2008
Job Business Analyst at Celgene
Industry Information Technology and Services
Experience
Celgene August 2013 - Present
Merck September 2011 - August 2013
Merck November 2008 - December 2011
Merrill Lynch July 2007 - October 2008
Skills
Vendor Management, Software Documentation, Document Management, SharePoint, Pharmaceutical Industry, Quality Assurance, Visio, Project Management, HTML, SQL, Business Analysis, Validation, SDLC
Education
Stevens Institute of Technology 2003 — 2007
Computer Science
Celgene August 2013 - Present
Merck September 2011 - August 2013
Merck November 2008 - December 2011
Merrill Lynch July 2007 - October 2008
Skills
Vendor Management, Software Documentation, Document Management, SharePoint, Pharmaceutical Industry, Quality Assurance, Visio, Project Management, HTML, SQL, Business Analysis, Validation, SDLC
Education
Stevens Institute of Technology 2003 — 2007
Computer Science
Kaca Res's Merrill Lynch Experience January 2013 - May 2013
Job Stockton University
Industry Human Resources
Experience
Richard Stockton College of New Jersey January 2010 - Present
Merrill Lynch January 2013 - May 2013
Old Navy January 2007 - January 2012
Destination January 2010 - January 2011
Skills
Payroll, Visual Merchandising, Fax, Customer Service, Logistics, PowerPoint
Education
Richard Stockton College of New Jersey 2015 — 2016
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey 2009 — 2013
Bachelor, Business Management
Semester at Sea 2012 — 2012
Study Abroad
Richard Stockton College of New Jersey January 2010 - Present
Merrill Lynch January 2013 - May 2013
Old Navy January 2007 - January 2012
Destination January 2010 - January 2011
Skills
Payroll, Visual Merchandising, Fax, Customer Service, Logistics, PowerPoint
Education
Richard Stockton College of New Jersey 2015 — 2016
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey 2009 — 2013
Bachelor, Business Management
Semester at Sea 2012 — 2012
Study Abroad
Ken Worst's Merrill Lynch Experience January 1994 - January 1995
Job Director Coal Services at Evolution Markets LLC
Industry Oil & Energy
Experience
Evolution Markets Inc February 2001 - Present
RAG Trading Americas Corp (Subsidiary of Ruhrkohle AG) November 1999 - February 2001
Ruhrkohle Trading Corporation January 1995 - November 1999
Ruhrkohle AG January 1997 - December 1997
Merrill Lynch January 1994 - January 1995
Davis Polk & Wardwell LLP May 1992 - January 1994
Skills
Trading, Finance, Sales, Commodity, Natural Gas, Coal, Energy, Energy Markets, Hedging, Commodity Markets, Risk Management, Derivatives, Consistency, Electricity Markets, Strategic Planning, Management, Contract Negotiation, Business Strategy, Mergers & Acquisitions, Due Diligence, Negotiation, Financial Modeling, Operations Management, Renewable Energy
Education
Stetson University 1988 — 1992
BA, History and German
Evolution Markets Inc February 2001 - Present
RAG Trading Americas Corp (Subsidiary of Ruhrkohle AG) November 1999 - February 2001
Ruhrkohle Trading Corporation January 1995 - November 1999
Ruhrkohle AG January 1997 - December 1997
Merrill Lynch January 1994 - January 1995
Davis Polk & Wardwell LLP May 1992 - January 1994
Skills
Trading, Finance, Sales, Commodity, Natural Gas, Coal, Energy, Energy Markets, Hedging, Commodity Markets, Risk Management, Derivatives, Consistency, Electricity Markets, Strategic Planning, Management, Contract Negotiation, Business Strategy, Mergers & Acquisitions, Due Diligence, Negotiation, Financial Modeling, Operations Management, Renewable Energy
Education
Stetson University 1988 — 1992
BA, History and German
Isaac Ariel Isaac Ariel's Merrill Lynch Experience May 1995 - January 1999
Job Technical Lead and Solution Architect at ProSight Specialty Insurance
Industry Information Technology and Services
Experience
ProSight Specialty Insurance September 2013 - Present
Reed Elsevier August 2008 - August 2013
AIG 1999 - 2008
Merrill Lynch May 1995 - January 1999
RAM Communication Consultants, INC. March 1993 - May 1995
CONTROL DATA CORPORATION (CDC) May 1989 - March 1993
ADT SECURITY SYSTEMS January 1981 - May 1989
Skills
Enterprise Architecture, Solution Architecture, Databases, SDLC, Disaster Recovery, ITIL, Data Center, Enterprise Software, Virtualization, SOA, IT Strategy, Performance Tuning, Technical Architecture, Software Development, Business Intelligence, WebSphere Application..., Java Enterprise Edition, Java, Vendor Management, Integration, Security, High Availability, C++, Project Management, HP Business..., Performance Management, Technical Leadership, Unix, Cloud Computing, Solaris, HP Performance..., Profilers, J2EE Architecture, BSM, Middleware, VMware, AWS, Enterprise Management..., Quality Assurance, Root Cause Problem..., Application Performance..., Server Automation, Windows Server, Distributed Systems, Microsoft SQL Server, IIS, IT Management
Education
Stevens Institute of Technology
M.S.C.S, Computer Science
Technion - Israel Institute of Technology
B.S.E.E, Computer Engineering
ProSight Specialty Insurance September 2013 - Present
Reed Elsevier August 2008 - August 2013
AIG 1999 - 2008
Merrill Lynch May 1995 - January 1999
RAM Communication Consultants, INC. March 1993 - May 1995
CONTROL DATA CORPORATION (CDC) May 1989 - March 1993
ADT SECURITY SYSTEMS January 1981 - May 1989
Skills
Enterprise Architecture, Solution Architecture, Databases, SDLC, Disaster Recovery, ITIL, Data Center, Enterprise Software, Virtualization, SOA, IT Strategy, Performance Tuning, Technical Architecture, Software Development, Business Intelligence, WebSphere Application..., Java Enterprise Edition, Java, Vendor Management, Integration, Security, High Availability, C++, Project Management, HP Business..., Performance Management, Technical Leadership, Unix, Cloud Computing, Solaris, HP Performance..., Profilers, J2EE Architecture, BSM, Middleware, VMware, AWS, Enterprise Management..., Quality Assurance, Root Cause Problem..., Application Performance..., Server Automation, Windows Server, Distributed Systems, Microsoft SQL Server, IIS, IT Management
Education
Stevens Institute of Technology
M.S.C.S, Computer Science
Technion - Israel Institute of Technology
B.S.E.E, Computer Engineering
Gena Coursen Gena Coursen's Merrill Lynch Experience 1998 - 2004
Job Risk and Compliance Director at Walter Investment Management Corp.
Industry Financial Services
Experience
Walter Investment Management Corp. July 2015 - Present
Black Knight Financial Services (fka: Lender Processing Services, Inc.) October 2012 - July 2015
City of Jacksonville May 2012 - October 2012
City of Jacksonville April 2006 - October 2012
Jacksonville Aviation Authority 2004 - 2006
Merrill Lynch 1998 - 2004
Skills
Negotiation, Team Building, Public Relations, Project Planning, Strategic Planning, Financial Analysis, Process Improvement, Contract Management, Records Management, Compliance, IT Audit, Training, Vendor Management, Operations Management, Contract Negotiation, Government, Auditing, Performance Management, Policy, Risk Management, Business Analysis, Business Process..., Finance, Strategy, Analysis, Disaster Recovery, Leadership, Program Management
Education
Touro University 1999 — 2001
Master's degree, International Business/Trade/Commerce
Stetson University 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Mt. Gilead 1991 — 1993
High School Diploma
Walter Investment Management Corp. July 2015 - Present
Black Knight Financial Services (fka: Lender Processing Services, Inc.) October 2012 - July 2015
City of Jacksonville May 2012 - October 2012
City of Jacksonville April 2006 - October 2012
Jacksonville Aviation Authority 2004 - 2006
Merrill Lynch 1998 - 2004
Skills
Negotiation, Team Building, Public Relations, Project Planning, Strategic Planning, Financial Analysis, Process Improvement, Contract Management, Records Management, Compliance, IT Audit, Training, Vendor Management, Operations Management, Contract Negotiation, Government, Auditing, Performance Management, Policy, Risk Management, Business Analysis, Business Process..., Finance, Strategy, Analysis, Disaster Recovery, Leadership, Program Management
Education
Touro University 1999 — 2001
Master's degree, International Business/Trade/Commerce
Stetson University 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Mt. Gilead 1991 — 1993
High School Diploma
Peter Savitsky Peter Savitsky's Merrill Lynch Experience July 2010 - August 2012
Job Software Engineer at AetherWorks LLC.
Industry Computer Software
Experience
AetherWorks LLC. February 2015 - Present
Dstillery January 2013 - February 2015
Merrill Lynch July 2010 - August 2012
Ernst & Young May 2008 - August 2008
Skills
Java Enterprise Edition, Spring, Hibernate, HTML, CSS, MySQL, ILOG, Programming, MongoDB, Microsoft Excel, SQL
Education
Stevens Institute of Technology 2012 — 2015
Master of Science (M.S.), Enterprise Computing
The College of New Jersey 2006 — 2010
Bachelor of Science, Computer Science
AetherWorks LLC. February 2015 - Present
Dstillery January 2013 - February 2015
Merrill Lynch July 2010 - August 2012
Ernst & Young May 2008 - August 2008
Skills
Java Enterprise Edition, Spring, Hibernate, HTML, CSS, MySQL, ILOG, Programming, MongoDB, Microsoft Excel, SQL
Education
Stevens Institute of Technology 2012 — 2015
Master of Science (M.S.), Enterprise Computing
The College of New Jersey 2006 — 2010
Bachelor of Science, Computer Science
Rashmika Segal Rashmika Segal's Merrill Lynch Experience May 2014 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank of America / Merrill Lynch June 1989 - Present
Merrill Lynch May 2014 - Present
Bank of America January 2012 - April 2014
Merrill Lynch June 1997 - January 2012
Fleet Bank June 1989 - June 1997
Education
Stevens Institute of Technology
Bank of America / Merrill Lynch June 1989 - Present
Merrill Lynch May 2014 - Present
Bank of America January 2012 - April 2014
Merrill Lynch June 1997 - January 2012
Fleet Bank June 1989 - June 1997
Education
Stevens Institute of Technology
Kalpen Shah Kalpen Shah's Merrill Lynch Experience 1997 - 2001
Job Consultant at Perficient
Industry Financial Services
Experience
Perficient August 2014 - Present
Bank of Tokyo-Mitsubishi UFJ November 2011 - August 2014
ForwardThink Group June 2009 - October 2011
Maxin Services LLC May 2009 - March 2011
MF Global 2009 - 2011
Oracle December 1988 - April 2009
Oracle Consulting 1988 - 2009
Marsh 1999 - 2002
Merrill Lynch 1997 - 2001
Skills
Oracle Applications, Oracle E-Business Suite, SDLC, Business Intelligence, Enterprise Architecture, Oracle, Integration, Software Project..., ERP, Data Modeling, PL/SQL, Business Process, Oracle HR, PMP, Master Data Management, PMO, IT Strategy, Requirements Analysis, ETL, Solution Architecture, SQL, Requirements Gathering, Business Analysis, Database Design, Data Warehousing, Unix, SOA, Disaster Recovery, SharePoint, Databases, Visio, IT Management, Business Process..., Software Development, Enterprise Software, Business Process Design, Agile Methodologies, Project Portfolio..., Data Migration, Vendor Management, Business Requirements, OBIEE, Data Architecture, Agile Project Management, Systems Analysis, Business Objects, User Acceptance Testing, Pre-sales, Siebel, Performance Tuning
Education
Stevens Institute of Technology 1979 — 1982
MSEE, Computer Science and Electrical Engg
MS University of Baroda
Perficient August 2014 - Present
Bank of Tokyo-Mitsubishi UFJ November 2011 - August 2014
ForwardThink Group June 2009 - October 2011
Maxin Services LLC May 2009 - March 2011
MF Global 2009 - 2011
Oracle December 1988 - April 2009
Oracle Consulting 1988 - 2009
Marsh 1999 - 2002
Merrill Lynch 1997 - 2001
Skills
Oracle Applications, Oracle E-Business Suite, SDLC, Business Intelligence, Enterprise Architecture, Oracle, Integration, Software Project..., ERP, Data Modeling, PL/SQL, Business Process, Oracle HR, PMP, Master Data Management, PMO, IT Strategy, Requirements Analysis, ETL, Solution Architecture, SQL, Requirements Gathering, Business Analysis, Database Design, Data Warehousing, Unix, SOA, Disaster Recovery, SharePoint, Databases, Visio, IT Management, Business Process..., Software Development, Enterprise Software, Business Process Design, Agile Methodologies, Project Portfolio..., Data Migration, Vendor Management, Business Requirements, OBIEE, Data Architecture, Agile Project Management, Systems Analysis, Business Objects, User Acceptance Testing, Pre-sales, Siebel, Performance Tuning
Education
Stevens Institute of Technology 1979 — 1982
MSEE, Computer Science and Electrical Engg
MS University of Baroda
Jennifer Cummings Jennifer Cummings's Merrill Lynch Experience October 1997 - August 2003
Job Project Manager at Broadridge
Industry Financial Services
Experience
Broadridge May 2008 - Present
Health Management Systems January 2004 - January 2005
Merrill Lynch October 1997 - August 2003
Skills
Program Management, Data Center, Telecommunications, Visio, IT Management, Software Project..., Business Requirements, Software Documentation, Requirements Gathering, Analysis, SharePoint, Project Management, PMP, Leadership, MS Project, IT Strategy, Integration, Business Process, Requirements Analysis, SDLC, Agile Methodologies, Disaster Recovery, Process Improvement, PMO, SQL, Management, Cloud Computing, Project Portfolio..., Enterprise Architecture
Education
Stevens Institute of Technology 2012 — 2013
MS Certificate, Advanced Project Management
University of Colorado Boulder 2005 — 2007
MS, Telecommunications
Broadridge May 2008 - Present
Health Management Systems January 2004 - January 2005
Merrill Lynch October 1997 - August 2003
Skills
Program Management, Data Center, Telecommunications, Visio, IT Management, Software Project..., Business Requirements, Software Documentation, Requirements Gathering, Analysis, SharePoint, Project Management, PMP, Leadership, MS Project, IT Strategy, Integration, Business Process, Requirements Analysis, SDLC, Agile Methodologies, Disaster Recovery, Process Improvement, PMO, SQL, Management, Cloud Computing, Project Portfolio..., Enterprise Architecture
Education
Stevens Institute of Technology 2012 — 2013
MS Certificate, Advanced Project Management
University of Colorado Boulder 2005 — 2007
MS, Telecommunications
Jay Khatwani Jay Khatwani's Merrill Lynch Experience 1998 - 2001
Job Client Partner at Mphasis
Industry Information Technology and Services
Experience
Mphasis April 2011 - Present
MajescoMastek June 2008 - March 2011
Helios & Matheson February 2007 - June 2008
BEA Systems April 2006 - February 2007
The A Consulting Team January 2005 - April 2006
Simstar September 2002 - November 2004
Context Integration May 2000 - August 2002
Merrill Lynch 1998 - 2001
Skills
Vendor Management, IT Strategy, Business Analysis, Program Management, Cloud Computing, Software Project..., Business Intelligence, Enterprise Architecture, CRM, SDLC, Requirements Analysis, Business Development, Integration, Enterprise Software
Education
Stevens Institute of Technology 1999 — 2000
MS, Technology Management
Stevens Institute of Technology 1994 — 1998
Bachelor of Science, Computer Science
Mphasis April 2011 - Present
MajescoMastek June 2008 - March 2011
Helios & Matheson February 2007 - June 2008
BEA Systems April 2006 - February 2007
The A Consulting Team January 2005 - April 2006
Simstar September 2002 - November 2004
Context Integration May 2000 - August 2002
Merrill Lynch 1998 - 2001
Skills
Vendor Management, IT Strategy, Business Analysis, Program Management, Cloud Computing, Software Project..., Business Intelligence, Enterprise Architecture, CRM, SDLC, Requirements Analysis, Business Development, Integration, Enterprise Software
Education
Stevens Institute of Technology 1999 — 2000
MS, Technology Management
Stevens Institute of Technology 1994 — 1998
Bachelor of Science, Computer Science
Raymond Louis Raymond Louis's Merrill Lynch Experience June 2001 - December 2008
Job Consultant at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2009 - Present
Bank of America January 2009 - November 2009
Merrill Lynch June 2001 - December 2008
Merrill Lynch September 2000 - June 2001
Skills
Risk Management, SDLC, Capital Markets, Requirements Analysis, Fixed Income, Trading Systems, Credit Derivatives, Sybase, JMS, Portfolio Management, Derivatives, Business Analysis, Equities, Prime Brokerage, Credit Risk, Offshoring, Financial Modeling, Investment Banking, Java Enterprise Edition, Electronic Trading, Market Risk, Data Warehousing, FX Options, Equity Derivatives, Market Data, Middle Office
Education
Stevens Institute of Technology 1996 — 2001
BE, Computer Engineering
UBS Investment Bank November 2009 - Present
Bank of America January 2009 - November 2009
Merrill Lynch June 2001 - December 2008
Merrill Lynch September 2000 - June 2001
Skills
Risk Management, SDLC, Capital Markets, Requirements Analysis, Fixed Income, Trading Systems, Credit Derivatives, Sybase, JMS, Portfolio Management, Derivatives, Business Analysis, Equities, Prime Brokerage, Credit Risk, Offshoring, Financial Modeling, Investment Banking, Java Enterprise Edition, Electronic Trading, Market Risk, Data Warehousing, FX Options, Equity Derivatives, Market Data, Middle Office
Education
Stevens Institute of Technology 1996 — 2001
BE, Computer Engineering
Richard Slaby's Merrill Lynch Experience August 1998 - September 2002
Job Manager, IT Compliance & Controls
Industry Information Technology and Services
Experience
Volt Information Sciences November 2008 - Present
Brunswick Towers Board of Trustees 2007 - 2012
ProcureStaff August 2005 - November 2008
Ernst & Young August 2003 - August 2005
Merrill Lynch August 1998 - September 2002
MetLife September 1997 - August 1998
United States Marine Corps June 1986 - May 1991
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Six Sigma, Visio, Software Project..., Risk Management, Project Management, Business Process..., Business Intelligence, Management, Strategy, ITIL, Business Process, Requirements Analysis, CRM, PMO, Governance, Cross-functional Team..., Integration, Software Documentation, IT Strategy, Outsourcing, ISO 27001, ERP, SharePoint, Analysis, IT Management, Software Development, PMP, MS Project, Project Planning, Process Engineering, Team Leadership, Leadership, Consulting, Change Management, Resource Management, Agile Methodologies, Management Consulting, Testing, Project Portfolio..., Business Process..., Software Quality..., Enterprise Architecture
Education
Stevens Institute of Technology 2003 — 2005
MS, Information Systems / Management
The University of New Mexico 1991 — 1995
BBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1995
BBA, Finance
Volt Information Sciences November 2008 - Present
Brunswick Towers Board of Trustees 2007 - 2012
ProcureStaff August 2005 - November 2008
Ernst & Young August 2003 - August 2005
Merrill Lynch August 1998 - September 2002
MetLife September 1997 - August 1998
United States Marine Corps June 1986 - May 1991
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Six Sigma, Visio, Software Project..., Risk Management, Project Management, Business Process..., Business Intelligence, Management, Strategy, ITIL, Business Process, Requirements Analysis, CRM, PMO, Governance, Cross-functional Team..., Integration, Software Documentation, IT Strategy, Outsourcing, ISO 27001, ERP, SharePoint, Analysis, IT Management, Software Development, PMP, MS Project, Project Planning, Process Engineering, Team Leadership, Leadership, Consulting, Change Management, Resource Management, Agile Methodologies, Management Consulting, Testing, Project Portfolio..., Business Process..., Software Quality..., Enterprise Architecture
Education
Stevens Institute of Technology 2003 — 2005
MS, Information Systems / Management
The University of New Mexico 1991 — 1995
BBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1995
BBA, Finance
Charles Roswell Charles Roswell's Merrill Lynch Experience August 1998 - September 2008
Job Honors Physics Teacher at Clay County FL
Industry Information Technology and Services
Experience
Clay County FL February 2012 - Present
Merrill Lynch August 1998 - September 2008
MetLife October 1995 - August 1998
Engineering Design Servises January 1990 - January 1995
Education
St Johns Community College 2009 — 2011
Not yet., FL Teacher's Certificate
The Chubb Institute 1995 — 1995
Certificate, Computer Programing
Stevens Institute of Technology 1966 — 1970
bs, Math
Clay County FL February 2012 - Present
Merrill Lynch August 1998 - September 2008
MetLife October 1995 - August 1998
Engineering Design Servises January 1990 - January 1995
Education
St Johns Community College 2009 — 2011
Not yet., FL Teacher's Certificate
The Chubb Institute 1995 — 1995
Certificate, Computer Programing
Stevens Institute of Technology 1966 — 1970
bs, Math
John DeAngelo, CFP® John DeAngelo, CFP®'s Merrill Lynch Experience March 2008 - June 2012
Job Managing Director and Wealth Advisor at Prestige Wealth Management Group
Industry Financial Services
Experience
Prestige Wealth Management Group June 2012 - Present
Merrill Lynch March 2008 - June 2012
Charles Schwab June 2000 - February 2008
Skills
Financial Planning, Wealth Management, Estate Planning, Investment Management, Risk Management, Retirement Planning, Investments, Alternative Investments, Asset Management
Education
Stockton University 1993 — 1997
Bachelor of Science (B.S.), Economics
Prestige Wealth Management Group June 2012 - Present
Merrill Lynch March 2008 - June 2012
Charles Schwab June 2000 - February 2008
Skills
Financial Planning, Wealth Management, Estate Planning, Investment Management, Risk Management, Retirement Planning, Investments, Alternative Investments, Asset Management
Education
Stockton University 1993 — 1997
Bachelor of Science (B.S.), Economics
Robert Kaiser's Merrill Lynch Experience April 2007 - January 2009
Job Managing Director, Business Continuity, Information Continuity, and Security at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
Elyse Kost Barry's Merrill Lynch Experience 1999 - 2002
Job Environmental Services Professional
Industry Environmental Services
Experience
Self-employed 2003 - Present
Merrill Lynch 1999 - 2002
EWMA 1997 - 1999
Education
Richard Stockton College of New Jersey
Bachelor of Arts (B.A.), Environmental Studies
Self-employed 2003 - Present
Merrill Lynch 1999 - 2002
EWMA 1997 - 1999
Education
Richard Stockton College of New Jersey
Bachelor of Arts (B.A.), Environmental Studies
Sidharth Dash's Merrill Lynch Experience June 2013 - August 2013
Job Enterprise Solutions BI & Data Analytics
Industry Information Technology and Services
Experience
ZS Associates June 2015 - Present
Seven Lakes Technologies January 2014 - June 2015
Capgemini August 2013 - October 2013
Merrill Lynch June 2013 - August 2013
Bank of America 2009 - 2012
UBS 2009 - 2009
Accenture 2006 - 2009
Skills
Salesforce.com, Enertia, Enterprise Architecture, Strategy, Business Analysis, Requirements Analysis, Configuration Management, Electronic Trading..., ITIL v3 Foundations..., Risk Management, Business Analytics, High Level Design, Large Systems..., Business Intelligence, Management, Agile Methodologies
Education
Stevens Institute of Technology 2012 — 2013
Master's degree, Quantitative Finance, Information Systems, GPA - 3.93 / 4.0
Visvesvaraya Technological University 2002 — 2006
Bachelor of Engineering (B.E.), Industrial Engineering & Management, GPA - 3.5/4.0
ZS Associates June 2015 - Present
Seven Lakes Technologies January 2014 - June 2015
Capgemini August 2013 - October 2013
Merrill Lynch June 2013 - August 2013
Bank of America 2009 - 2012
UBS 2009 - 2009
Accenture 2006 - 2009
Skills
Salesforce.com, Enertia, Enterprise Architecture, Strategy, Business Analysis, Requirements Analysis, Configuration Management, Electronic Trading..., ITIL v3 Foundations..., Risk Management, Business Analytics, High Level Design, Large Systems..., Business Intelligence, Management, Agile Methodologies
Education
Stevens Institute of Technology 2012 — 2013
Master's degree, Quantitative Finance, Information Systems, GPA - 3.93 / 4.0
Visvesvaraya Technological University 2002 — 2006
Bachelor of Engineering (B.E.), Industrial Engineering & Management, GPA - 3.5/4.0
Steve Lavdas Steve Lavdas's Merrill Lynch Experience March 2000 - February 2002
Job Director of Research and Development at Nielsen Catalina Solutions
Industry Financial Services
Experience
Nielsen Catalina Solutions August 2012 - Present
SXP Analytics March 2008 - June 2012
The Nielsen Company February 2002 - March 2008
Merrill Lynch March 2000 - February 2002
Vicon Industries July 1998 - March 2000
BAE Systems June 1997 - July 1998
Skills
Trading Systems, Equity Trading, Electronic Trading, Risk Management, Predictive Modeling, Statistical Arbitrage, Predictive Analytics, Proprietary Trading, Optimization Algorithms, Statistics, Statistical Modeling, C, C++, Java, J2EE, HTML/XML, Databases, SQL, Design Patterns, Object Oriented Design, High Performance..., Software Engineering, Network Programming, Data Warehousing, Data Modeling, Data Mining, Algorithm Design, Distributed Algorithms, Parallel Algorithms, Backtesting, Smart Order Routing, Low Latency, Exchange Connectivity, Statistical Learning, Market Microstructure, Genetic Algorithms, Support Vector Machines, Machine Learning, Neural Networks, Linear Regression, Linear Algebra, Principal Component..., High Frequency Trading, Algorithms, Java Enterprise Edition, Routing, Agile Methodologies, Multithreading, SVM, Programming
Education
Polytechnic Institute of New York University 1997 — 2000
Master of Science, Computer Science
Stevens Institute of Technology 1993 — 1997
Bachelor of Engineering, Electrical Engineering
Nielsen Catalina Solutions August 2012 - Present
SXP Analytics March 2008 - June 2012
The Nielsen Company February 2002 - March 2008
Merrill Lynch March 2000 - February 2002
Vicon Industries July 1998 - March 2000
BAE Systems June 1997 - July 1998
Skills
Trading Systems, Equity Trading, Electronic Trading, Risk Management, Predictive Modeling, Statistical Arbitrage, Predictive Analytics, Proprietary Trading, Optimization Algorithms, Statistics, Statistical Modeling, C, C++, Java, J2EE, HTML/XML, Databases, SQL, Design Patterns, Object Oriented Design, High Performance..., Software Engineering, Network Programming, Data Warehousing, Data Modeling, Data Mining, Algorithm Design, Distributed Algorithms, Parallel Algorithms, Backtesting, Smart Order Routing, Low Latency, Exchange Connectivity, Statistical Learning, Market Microstructure, Genetic Algorithms, Support Vector Machines, Machine Learning, Neural Networks, Linear Regression, Linear Algebra, Principal Component..., High Frequency Trading, Algorithms, Java Enterprise Edition, Routing, Agile Methodologies, Multithreading, SVM, Programming
Education
Polytechnic Institute of New York University 1997 — 2000
Master of Science, Computer Science
Stevens Institute of Technology 1993 — 1997
Bachelor of Engineering, Electrical Engineering
Hardik Mehta - CISSP,CISA,CIPP Hardik Mehta - CISSP,CISA,CIPP's Merrill Lynch Experience October 2007 - July 2008
Job Manager Enterprise Risk Transformation, Advisory Services at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2013 - Present
ADP January 2009 - January 2013
Stevens Institite of Technology October 2007 - December 2008
Deutsche Bank May 2008 - September 2008
Deutsche GME Technology May 2008 - September 2008
Merrill Lynch October 2007 - July 2008
India Bulls April 2003 - April 2007
Skills
Global SIEM Deployment, Data Loss Prevention, Cyber Fraud Management, Data Center Audits, Data Center Architecture, Internal Audit, Regulatory Affairs, Global Operations, Operations Risk..., Deploying and..., Offshoring, Nearshore, Equity Derivatives, VAR, Stress Testing, Monte Carlo Simulation, Business Intelligence, Financial Risk, Technology Planning, Secured Transactions, Swaps, Mergers, Mergers and Acquisiton..., Financial Modeling, Capital Markets, NextGen, HandHeld Development..., Process Engineering, Reverse Engineering, Process Mapping and..., Process Integration for..., Data Center Risk Ratings, Risk Registers and..., Youth Mentoring, Cross-functional Team..., Big 4 Consulting and "..., Global Finance and..., Financial Services, Executive Reporting and..., System Automation and..., SOW, RFP, BRD, Project..., ITIL Services Modeling, Ratings, Project Management, Risk Management, Analysis, Auditing, SDLC, Data Center, User Acceptance Testing
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA:Operational Risk Management, Operational Risk Management, Business Risk Management, Regulatory Risk and Compliance, 3.8/4
Stevens Institute of Technology 2007 — 2008
Master of Science, Computer Science; Software and Systems Engineering
Stevens Institute of Technology 2007 — 2008
Graduate Certificate, Financial Engineering and Global Markets
Mumbai University, INDIA 2002 — 2007
Bachelor of Engineering, Computer Engineering
Ernst & Young January 2013 - Present
ADP January 2009 - January 2013
Stevens Institite of Technology October 2007 - December 2008
Deutsche Bank May 2008 - September 2008
Deutsche GME Technology May 2008 - September 2008
Merrill Lynch October 2007 - July 2008
India Bulls April 2003 - April 2007
Skills
Global SIEM Deployment, Data Loss Prevention, Cyber Fraud Management, Data Center Audits, Data Center Architecture, Internal Audit, Regulatory Affairs, Global Operations, Operations Risk..., Deploying and..., Offshoring, Nearshore, Equity Derivatives, VAR, Stress Testing, Monte Carlo Simulation, Business Intelligence, Financial Risk, Technology Planning, Secured Transactions, Swaps, Mergers, Mergers and Acquisiton..., Financial Modeling, Capital Markets, NextGen, HandHeld Development..., Process Engineering, Reverse Engineering, Process Mapping and..., Process Integration for..., Data Center Risk Ratings, Risk Registers and..., Youth Mentoring, Cross-functional Team..., Big 4 Consulting and "..., Global Finance and..., Financial Services, Executive Reporting and..., System Automation and..., SOW, RFP, BRD, Project..., ITIL Services Modeling, Ratings, Project Management, Risk Management, Analysis, Auditing, SDLC, Data Center, User Acceptance Testing
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA:Operational Risk Management, Operational Risk Management, Business Risk Management, Regulatory Risk and Compliance, 3.8/4
Stevens Institute of Technology 2007 — 2008
Master of Science, Computer Science; Software and Systems Engineering
Stevens Institute of Technology 2007 — 2008
Graduate Certificate, Financial Engineering and Global Markets
Mumbai University, INDIA 2002 — 2007
Bachelor of Engineering, Computer Engineering
Warren B. Gallagher III, CFP® Warren B. Gallagher III, CFP®'s Merrill Lynch Experience August 1995 - August 1998
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
First Allied Securities Inc, Member FINRA/SIPC July 2003 - Present
Wells Fargo April 2001 - July 2003
Morgan Stanley August 1998 - April 2001
Merrill Lynch August 1995 - August 1998
Skills
Financial Planning, Retirement Planning, Trusts, Estate Planning, Investments, 401k, Insurance, Wills, Wealth Management, Asset Protection, Insurance Planning, Retirement, Investment Advisory, Financial Advice, Special Needs Planning, Strategic Financial..., Financial Planners, Portfolio Management, Securities, Asset Allocation, Series 7, Finance, Financial Services, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, Alternative Investments, Asset Management
Education
FDU 2012 — 2013
Richard Stockton College of New Jersey 1984 — 1988
Bachelor of Arts, Management
First Allied Securities Inc, Member FINRA/SIPC July 2003 - Present
Wells Fargo April 2001 - July 2003
Morgan Stanley August 1998 - April 2001
Merrill Lynch August 1995 - August 1998
Skills
Financial Planning, Retirement Planning, Trusts, Estate Planning, Investments, 401k, Insurance, Wills, Wealth Management, Asset Protection, Insurance Planning, Retirement, Investment Advisory, Financial Advice, Special Needs Planning, Strategic Financial..., Financial Planners, Portfolio Management, Securities, Asset Allocation, Series 7, Finance, Financial Services, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, Alternative Investments, Asset Management
Education
FDU 2012 — 2013
Richard Stockton College of New Jersey 1984 — 1988
Bachelor of Arts, Management
Brandt Grobeis Brandt Grobeis's Merrill Lynch Experience June 2008 - August 2008
Job Associate at JPMorgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - June 2014
JP Morgan 2009 - 2009
Merrill Lynch June 2008 - August 2008
Thomson Reuters June 2007 - August 2007
Education
Stevens Institute of Technology 2007 — 2011
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - June 2014
JP Morgan 2009 - 2009
Merrill Lynch June 2008 - August 2008
Thomson Reuters June 2007 - August 2007
Education
Stevens Institute of Technology 2007 — 2011
Clyde McMurdy Clyde McMurdy's Merrill Lynch Experience May 1985 - July 1986
Job Senior Manager Technology implementations at Medco Health Solutions
Industry Logistics and Supply Chain
Experience
Medco 1987 - Present
Educational Services Commission of Morris County September 1999 - November 2002
CompUSA April 1994 - June 1998
Crosspoint Latch Corporation February 1986 - June 1991
BASF/Inmont October 1986 - December 1988
Merrill Lynch May 1985 - July 1986
Skills
SQL, Databases, Managed Care, Healthcare Information..., HTML, Management, Microsoft SQL Server, Process Improvement, Healthcare, Project Management, Healthcare Industry, Cross-functional Team..., Active Directory, Security, COBOL, Programmers, Visual Basic, HIPAA, Pharmacy
Education
Richard Stockton College of New Jersey 1979 — 1983
BS, Psychology
Medco 1987 - Present
Educational Services Commission of Morris County September 1999 - November 2002
CompUSA April 1994 - June 1998
Crosspoint Latch Corporation February 1986 - June 1991
BASF/Inmont October 1986 - December 1988
Merrill Lynch May 1985 - July 1986
Skills
SQL, Databases, Managed Care, Healthcare Information..., HTML, Management, Microsoft SQL Server, Process Improvement, Healthcare, Project Management, Healthcare Industry, Cross-functional Team..., Active Directory, Security, COBOL, Programmers, Visual Basic, HIPAA, Pharmacy
Education
Richard Stockton College of New Jersey 1979 — 1983
BS, Psychology
Jenna Breza Jenna Breza's Merrill Lynch Experience April 2012 - Present
Job Officer Senior Project Analyst at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch April 2012 - Present
SEI Investments April 2011 - April 2012
State Street April 2010 - April 2011
State Street January 2009 - April 2010
State Street November 2008 - April 2010
State Street July 2007 - November 2008
Skills
Bloomberg, IDC, Microsoft Office, Multi Currency Horizon, Portfolio Accounting..., Swaps/Swaptions, Fixed Income, Equities, Real Estate, Futures/Options, Cash Management, Markit Agency..., Customer Service, Fund Accounting, Managerial Experience, Pivot Tables, Geneva, Sungard, Bank Debt, Hedge Funds, Mutual Funds, Account Reconciliation, Financial Reporting, Fund Administration, Alternative Investments, SEC filings, Financial Statements, Bloomberg Terminal, Fund Of Funds, Bonds, Corporate Actions, Derivatives, Options, Trading, Financial Services, Accounting, Swaps, Funding, Auditing, Analysis
Education
Stockton University 2003 — 2007
BS, Accounting
Bishop Eustace Prep 1999 — 2003
High School
Merrill Lynch April 2012 - Present
SEI Investments April 2011 - April 2012
State Street April 2010 - April 2011
State Street January 2009 - April 2010
State Street November 2008 - April 2010
State Street July 2007 - November 2008
Skills
Bloomberg, IDC, Microsoft Office, Multi Currency Horizon, Portfolio Accounting..., Swaps/Swaptions, Fixed Income, Equities, Real Estate, Futures/Options, Cash Management, Markit Agency..., Customer Service, Fund Accounting, Managerial Experience, Pivot Tables, Geneva, Sungard, Bank Debt, Hedge Funds, Mutual Funds, Account Reconciliation, Financial Reporting, Fund Administration, Alternative Investments, SEC filings, Financial Statements, Bloomberg Terminal, Fund Of Funds, Bonds, Corporate Actions, Derivatives, Options, Trading, Financial Services, Accounting, Swaps, Funding, Auditing, Analysis
Education
Stockton University 2003 — 2007
BS, Accounting
Bishop Eustace Prep 1999 — 2003
High School
Terry Tolbert's Merrill Lynch Experience October 1988 - March 2012
Job Financial Advisor for Allen & Company of Florida
Industry Financial Services
Experience
Allen & Company of Florida March 2012 - Present
Merrill Lynch October 1988 - March 2012
EF Hutton October 1985 - October 1988
Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Portfolio Management, Securities, Financial Analysis, Asset Allocation, Retirement, Equities
Education
Stetson University 1982 — 1985
Master of Education (M.Ed.)
Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration
Allen & Company of Florida March 2012 - Present
Merrill Lynch October 1988 - March 2012
EF Hutton October 1985 - October 1988
Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Portfolio Management, Securities, Financial Analysis, Asset Allocation, Retirement, Equities
Education
Stetson University 1982 — 1985
Master of Education (M.Ed.)
Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration
Troy Bossert Troy Bossert's Merrill Lynch Experience May 2000 - May 2001
Job LTL FTL Transportation Specialist/Regional Sales Manager
Industry Transportation/Trucking/Railroad
Experience
A&Z Trucking March 2013 - Present
A&Z Trucking 2013 - 2013
Happy Foods 2012 - 2012
Wells Fargo Home Mortgage September 2008 - December 2010
Helios Financial Center May 2005 - September 2008
Joseph Scott Financial March 2003 - May 2005
NovaStar Mortgage March 2002 - March 2003
CitiFinancial Mortgage May 2001 - April 2002
Merrill Lynch May 2000 - May 2001
Skills
Management, Sales, Retail, Banking, Finance, Accounting, Bookkeeping, Business Analysis, Financial Analysis, Sales Rep Training, New Hire Training, Computers, Information Technology, Entrepreneurship, Data Entry, Administrative..., Access, Microsoft Excel, Microsoft Word, Microsoft Office, Real Estate, Mortgage Lending, Mortgage Banking, Residential Mortgages, Appraisals, Door to Door, New Business Development, Business Strategy, Company Set-up, Start-ups, Loans, Customer Service, Sales Management, Team Building, Inventory Management, Logistics, Marketing, Negotiation, Supply Chain, Strategic Planning, Supply Chain Management, Operations Management, Marketing Strategy, Sales Operations, Account Management, P&L, Product Development, Contract Negotiation, Merchandising, Leadership
Education
University of Phoenix 2009 — 2012
Masters of Science of Accounting, Accounting
University of Phoenix 2007 — 2008
Master of Business Administration (MBA), Business
Stetson University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cooper City HS 1992 — 1996
Graduated, Business and Law
A&Z Trucking March 2013 - Present
A&Z Trucking 2013 - 2013
Happy Foods 2012 - 2012
Wells Fargo Home Mortgage September 2008 - December 2010
Helios Financial Center May 2005 - September 2008
Joseph Scott Financial March 2003 - May 2005
NovaStar Mortgage March 2002 - March 2003
CitiFinancial Mortgage May 2001 - April 2002
Merrill Lynch May 2000 - May 2001
Skills
Management, Sales, Retail, Banking, Finance, Accounting, Bookkeeping, Business Analysis, Financial Analysis, Sales Rep Training, New Hire Training, Computers, Information Technology, Entrepreneurship, Data Entry, Administrative..., Access, Microsoft Excel, Microsoft Word, Microsoft Office, Real Estate, Mortgage Lending, Mortgage Banking, Residential Mortgages, Appraisals, Door to Door, New Business Development, Business Strategy, Company Set-up, Start-ups, Loans, Customer Service, Sales Management, Team Building, Inventory Management, Logistics, Marketing, Negotiation, Supply Chain, Strategic Planning, Supply Chain Management, Operations Management, Marketing Strategy, Sales Operations, Account Management, P&L, Product Development, Contract Negotiation, Merchandising, Leadership
Education
University of Phoenix 2009 — 2012
Masters of Science of Accounting, Accounting
University of Phoenix 2007 — 2008
Master of Business Administration (MBA), Business
Stetson University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cooper City HS 1992 — 1996
Graduated, Business and Law
Ryan Monesson Ryan Monesson's Merrill Lynch Experience May 2008 - August 2008
Job Marketing Associate at PRCounts, llc
Industry Design
Experience
PRCounts, llc April 2011 - Present
Investors Savings Bank November 2010 - May 2011
Northwestern Mutual May 2009 - January 2011
Merrill Lynch May 2008 - August 2008
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Networking, Email Marketing, Event Planning, Financial Analysis, Public Relations, Social Media Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Sales, Lead Generation, Customer Service, Social Media
Education
Stockton University 2005 — 2009
Business, Finance
PRCounts, llc April 2011 - Present
Investors Savings Bank November 2010 - May 2011
Northwestern Mutual May 2009 - January 2011
Merrill Lynch May 2008 - August 2008
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Networking, Email Marketing, Event Planning, Financial Analysis, Public Relations, Social Media Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Sales, Lead Generation, Customer Service, Social Media
Education
Stockton University 2005 — 2009
Business, Finance
Kenneth Bursey Kenneth Bursey's Merrill Lynch Experience June 1991 - December 2001
Job Experienced Financial Services Industry Professional Seeking New Career Opportunties.
Industry Financial Services
Experience
Stay-At-Home Dad July 2014 - Present
UBS February 2014 - June 2014
BNY Mellon February 2007 - June 2013
MD Sass January 2002 - January 2007
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1992 - April 1998
Skills
Financial Operations, Financial Management, Financial Reporting, Back Office, Hedge Funds, Redemption, Wire Transfers, Compliance, Ad Hoc Reporting, Anti Money Laundering, Financial Services, Financial Analysis, Financial Statements, Customer Service, Account Reconciliation, AML, Banking, Equities, Asset Management, Mutual Funds, Fixed Income, Securities, Portfolio Management, Management, Trading, Investments, Microsoft Office, Analysis, Bloomberg
Education
Stockton University
BA, English
Stay-At-Home Dad July 2014 - Present
UBS February 2014 - June 2014
BNY Mellon February 2007 - June 2013
MD Sass January 2002 - January 2007
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1991 - December 2001
Merrill Lynch June 1992 - April 1998
Skills
Financial Operations, Financial Management, Financial Reporting, Back Office, Hedge Funds, Redemption, Wire Transfers, Compliance, Ad Hoc Reporting, Anti Money Laundering, Financial Services, Financial Analysis, Financial Statements, Customer Service, Account Reconciliation, AML, Banking, Equities, Asset Management, Mutual Funds, Fixed Income, Securities, Portfolio Management, Management, Trading, Investments, Microsoft Office, Analysis, Bloomberg
Education
Stockton University
BA, English
Alexandra Lyons Alexandra Lyons's Merrill Lynch Experience June 2008 - May 2010
Job Finance Manager at PECO Pallet, Inc.
Industry Logistics and Supply Chain
Experience
PECO Pallet, Inc. July 2015 - Present
Diageo August 2014 - July 2015
Diageo August 2013 - August 2014
Diageo August 2012 - August 2013
Diageo June 2011 - August 2012
General Electric June 2010 - May 2011
Merrill Lynch June 2008 - May 2010
Skills
SAP, Financial Analysis, Business Analysis, Process Improvement, Cross-functional Team..., Financial Modeling, Microsoft Excel, Analysis, Business Process..., Forecasting, Financial Reporting, Data Analysis, Access, Finance, Risk Management
Education
The University of Connecticut 2012 — 2014
Master's degree, Business Analytics & Project Management
Stevens Institute of Technology 2007 — 2011
Bachelor of Science (BS), Business/Commerce, General
PECO Pallet, Inc. July 2015 - Present
Diageo August 2014 - July 2015
Diageo August 2013 - August 2014
Diageo August 2012 - August 2013
Diageo June 2011 - August 2012
General Electric June 2010 - May 2011
Merrill Lynch June 2008 - May 2010
Skills
SAP, Financial Analysis, Business Analysis, Process Improvement, Cross-functional Team..., Financial Modeling, Microsoft Excel, Analysis, Business Process..., Forecasting, Financial Reporting, Data Analysis, Access, Finance, Risk Management
Education
The University of Connecticut 2012 — 2014
Master's degree, Business Analytics & Project Management
Stevens Institute of Technology 2007 — 2011
Bachelor of Science (BS), Business/Commerce, General
Nelson Ritz's Merrill Lynch Experience February 2008 - August 2010
Job Project / Program / PMO Manager
Industry Information Technology and Services
Experience
Six Sigma Lean Institute January 2014 - Present
Citi February 2011 - December 2013
Dell September 2010 - December 2010
Merrill Lynch February 2008 - August 2010
National City Bank August 2004 - February 2008
BBVA April 2007 - September 2007
Washington Mutual Bank January 2002 - March 2004
Accenture May 2000 - September 2001
Navigant Consulting March 1999 - May 2000
Brooks International March 1994 - March 1999
Skills
Operational Excellence, Balanced Scorecard, Release Management, Quality Assurance, Banking, Call Center, Performance Management, Mortgage Banking, Test Planning, Conversions, PMO, PMP, Project Portfolio..., Business Process..., Program Management, Re-engineering, Process Engineering, SDLC, Resource Management, Business Process, BPO, IT Strategy, Process Improvement, Metrics, Business Analysis, Requirements Gathering, Business Transformation, Offshoring, Six Sigma, Business Requirements, MS Project, ITIL, IT Service Management, Software Project..., Process Mapping, Change Management, Outsourcing, Requirements Analysis, Process Management, Project Delivery, Requirements Management, Process Development, Project Planning, Visio, Management Consulting, Business Process Mapping, Strategy, Project Management, Business Intelligence, CRM
Education
University of Notre Dame 1989 — 1991
MBA with Honors, Finance, International Business, 3.9
Stevens Institute of Technology 1984 — 1987
BE, Information Technology, Physics
LaSalle High School 1977 — 1982
Degree, Science
Six Sigma Lean Institute January 2014 - Present
Citi February 2011 - December 2013
Dell September 2010 - December 2010
Merrill Lynch February 2008 - August 2010
National City Bank August 2004 - February 2008
BBVA April 2007 - September 2007
Washington Mutual Bank January 2002 - March 2004
Accenture May 2000 - September 2001
Navigant Consulting March 1999 - May 2000
Brooks International March 1994 - March 1999
Skills
Operational Excellence, Balanced Scorecard, Release Management, Quality Assurance, Banking, Call Center, Performance Management, Mortgage Banking, Test Planning, Conversions, PMO, PMP, Project Portfolio..., Business Process..., Program Management, Re-engineering, Process Engineering, SDLC, Resource Management, Business Process, BPO, IT Strategy, Process Improvement, Metrics, Business Analysis, Requirements Gathering, Business Transformation, Offshoring, Six Sigma, Business Requirements, MS Project, ITIL, IT Service Management, Software Project..., Process Mapping, Change Management, Outsourcing, Requirements Analysis, Process Management, Project Delivery, Requirements Management, Process Development, Project Planning, Visio, Management Consulting, Business Process Mapping, Strategy, Project Management, Business Intelligence, CRM
Education
University of Notre Dame 1989 — 1991
MBA with Honors, Finance, International Business, 3.9
Stevens Institute of Technology 1984 — 1987
BE, Information Technology, Physics
LaSalle High School 1977 — 1982
Degree, Science
Brendan Oxnard's Merrill Lynch Experience May 2011 - January 2012
Job Salesman at Release Marine
Industry Fishery
Experience
Release Marine January 2012 - Present
Merrill Lynch May 2011 - January 2012
Stetson University August 2010 - April 2011
Parker Boat Company May 2010 - August 2010
Skills
Microsoft Excel, Marketing, Microsoft Office, Social Media Marketing, Social Media, Trading, Sales, PowerPoint, Microsoft Word, Social Networking, Finance, Public Speaking, Event Planning, Customer Service, Bass Fishing, Team Leadership, Team Building
Education
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Stetson University
Marketing
Release Marine January 2012 - Present
Merrill Lynch May 2011 - January 2012
Stetson University August 2010 - April 2011
Parker Boat Company May 2010 - August 2010
Skills
Microsoft Excel, Marketing, Microsoft Office, Social Media Marketing, Social Media, Trading, Sales, PowerPoint, Microsoft Word, Social Networking, Finance, Public Speaking, Event Planning, Customer Service, Bass Fishing, Team Leadership, Team Building
Education
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Stetson University
Marketing
Mitchel Galizia's Merrill Lynch Experience May 2006 - October 2007
Job Planner Men's Big & Tall at Kohl's Department Stores
Industry Retail
Experience
Kohl's Department Stores February 2015 - Present
Kohl's Department Stores March 2014 - February 2015
Kohl's Department Stores December 2012 - March 2014
Kohl's Department Stores August 2012 - December 2012
Kohl's Department Stores July 2011 - August 2012
Kohl's Department Stores June 2010 - July 2011
LUMA Capital October 2007 - June 2010
Merrill Lynch May 2006 - October 2007
Skills
Merchandising, Microsoft Excel, Financial Analysis, PowerPoint, Forecasting, Analysis, Apparel, Assortment, Finance, Retail, Sales, Trend Analysis, Budgets, Portfolio Management, Time Management, CPFR
Education
Stetson University 2002 — 2006
BBA, Finance
Kohl's Department Stores February 2015 - Present
Kohl's Department Stores March 2014 - February 2015
Kohl's Department Stores December 2012 - March 2014
Kohl's Department Stores August 2012 - December 2012
Kohl's Department Stores July 2011 - August 2012
Kohl's Department Stores June 2010 - July 2011
LUMA Capital October 2007 - June 2010
Merrill Lynch May 2006 - October 2007
Skills
Merchandising, Microsoft Excel, Financial Analysis, PowerPoint, Forecasting, Analysis, Apparel, Assortment, Finance, Retail, Sales, Trend Analysis, Budgets, Portfolio Management, Time Management, CPFR
Education
Stetson University 2002 — 2006
BBA, Finance
Jeffrey McKenna Jeffrey McKenna's Merrill Lynch Experience November 2013 - Present
Job
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Merrill Lynch March 2010 - November 2013
Merrill Lynch May 2006 - March 2010
Skills
Fraud Detection, Online Fraud, Strategic Leadership, Reporting & Analysis, Building Relationships, Series 7, SharePoint Designer, Visio, 360 Feedback, Employee Training, Solid Presentation..., Analysis, Customer Service, Business Analysis
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Merrill Lynch November 2013 - Present
Merrill Lynch March 2010 - November 2013
Merrill Lynch May 2006 - March 2010
Skills
Fraud Detection, Online Fraud, Strategic Leadership, Reporting & Analysis, Building Relationships, Series 7, SharePoint Designer, Visio, 360 Feedback, Employee Training, Solid Presentation..., Analysis, Customer Service, Business Analysis
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Margaret Coughlin Margaret Coughlin's Merrill Lynch Experience December 1985 - October 1986
Job
Industry Pharmaceuticals
Experience
Merck March 2015 - Present
Accenture March 2012 - March 2015
Merck August 2001 - March 2012
Merck October 1996 - July 2001
Merck 1989 - October 1996
New Jersey Educational Computer Network October 1986 - December 1988
Merrill Lynch December 1985 - October 1986
Mathematica Policy Research October 1983 - October 1985
Skills
CDISC, Clinical Trial Analysis, Management, Project Management, Change Management, Operations Management, Statistical Data..., Outsourcing Management, Outcomes Research, Epidemiology, Clinical Trials, CRO, Data Management, Pharmaceutical Industry
Education
University of Michigan - School of Public Health 1999 — 2002
Master of Public Health (M.P.H.)
Stevens Institute of Technology 1990 — 1995
Master of Science (MS)
University of Notre Dame 1981 — 1983
Bachelor of Arts (B.A.)
Merck March 2015 - Present
Accenture March 2012 - March 2015
Merck August 2001 - March 2012
Merck October 1996 - July 2001
Merck 1989 - October 1996
New Jersey Educational Computer Network October 1986 - December 1988
Merrill Lynch December 1985 - October 1986
Mathematica Policy Research October 1983 - October 1985
Skills
CDISC, Clinical Trial Analysis, Management, Project Management, Change Management, Operations Management, Statistical Data..., Outsourcing Management, Outcomes Research, Epidemiology, Clinical Trials, CRO, Data Management, Pharmaceutical Industry
Education
University of Michigan - School of Public Health 1999 — 2002
Master of Public Health (M.P.H.)
Stevens Institute of Technology 1990 — 1995
Master of Science (MS)
University of Notre Dame 1981 — 1983
Bachelor of Arts (B.A.)
Collin Weir Collin Weir's Merrill Lynch Experience December 2003 - March 2012
Job Eaton Vance Regional Sales Representative
Industry Financial Services
Experience
Eaton Vance June 2012 - Present
Merrill Lynch December 2003 - March 2012
Education
Richard Stockton College of New Jersey 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Eaton Vance June 2012 - Present
Merrill Lynch December 2003 - March 2012
Education
Richard Stockton College of New Jersey 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Kenneth Surick Kenneth Surick's Merrill Lynch Experience August 2009 - April 2012
Job Client Service Specialist at Homestead Funds
Industry Financial Services
Experience
Homestead Funds May 2012 - Present
Merrill Lynch August 2009 - April 2012
Merrill Lynch December 2007 - August 2009
Skills
Retirement, Retirement Planning, Series 7, 401k, Mutual Funds, Defined Contribution, Defined Benefit, TA2000, Money Guide Pro, Client Services
Education
Stockton University
Bachelor of Arts, Business Administration
Homestead Funds May 2012 - Present
Merrill Lynch August 2009 - April 2012
Merrill Lynch December 2007 - August 2009
Skills
Retirement, Retirement Planning, Series 7, 401k, Mutual Funds, Defined Contribution, Defined Benefit, TA2000, Money Guide Pro, Client Services
Education
Stockton University
Bachelor of Arts, Business Administration
Jonathan Snyder's Merrill Lynch Experience June 1997 - July 2000
Job Experienced Project Manager, Technical Lead, Instructor and Team Manager for Salesforce.com and IT Projects
Industry Financial Services
Experience
Silverline October 2013 - Present
Silverline February 2013 - Present
Dreambuilder Investments July 2005 - January 2013
Key Systems July 2003 - July 2005
Akibia 2000 - 2003
Merrill Lynch June 1997 - July 2000
Princess Hotels February 1994 - June 1997
New York University September 1991 - May 1994
Grand Hyatt New York June 1989 - February 1994
Skills
Salesforce.com, Cloud Computing, Management, Team Building, Integration, Team Leadership, Customer Service, Technical Support, Microsoft Office, Force.com, Microsoft Excel, Disaster Recovery, Product Development, Customer Relations, Real Estate Due..., Information Architecture, Salesforce.com..., Project Management, Project Planning, Salesforce.com..., Salesforce.com Certified, Teaching, Employee Training, Business Analysis, Salesforce.com..., Management Skills..., Training Delivery, Business Skills, Certified..., Certified...
Education
Richard Stockton College of New Jersey 1984 — 1987
B.A., Business
Denmark's International Study Program 1986 — 1986
ICP
Silverline October 2013 - Present
Silverline February 2013 - Present
Dreambuilder Investments July 2005 - January 2013
Key Systems July 2003 - July 2005
Akibia 2000 - 2003
Merrill Lynch June 1997 - July 2000
Princess Hotels February 1994 - June 1997
New York University September 1991 - May 1994
Grand Hyatt New York June 1989 - February 1994
Skills
Salesforce.com, Cloud Computing, Management, Team Building, Integration, Team Leadership, Customer Service, Technical Support, Microsoft Office, Force.com, Microsoft Excel, Disaster Recovery, Product Development, Customer Relations, Real Estate Due..., Information Architecture, Salesforce.com..., Project Management, Project Planning, Salesforce.com..., Salesforce.com Certified, Teaching, Employee Training, Business Analysis, Salesforce.com..., Management Skills..., Training Delivery, Business Skills, Certified..., Certified...
Education
Richard Stockton College of New Jersey 1984 — 1987
B.A., Business
Denmark's International Study Program 1986 — 1986
ICP
Mike Nannini Mike Nannini's Merrill Lynch Experience April 2009 - March 2014
Job Certified Business Coach at FocalPoint Business Coaching of Central New Jersey
Industry Professional Training & Coaching
Experience
Merrill Lynch April 2009 - March 2014
Merrill Lynch July 2007 - April 2009
Merrill Lynch July 2005 - July 2007
Merrill Lynch January 2004 - July 2007
Merrill Lynch April 2002 - January 2004
Skills
Executive Management, Financial Services, Sales Management, Business Development, Client Development, Relationship Management, Sales Process, Manage Client..., Series 7, Uniform Combined State..., Management, Retirement Planning, Wealth Management, Retirement, Equities, Investments, Portfolio Management, Fixed Income, Series 63, Asset Allocation, Business Performance...
Education
Richard Stockton College of New Jersey 1993 — 1997
Bachelor's degree, Finance, General
Stockton University 1993 — 1997
Bachelor of Arts (BA), Finance, General
Merrill Lynch April 2009 - March 2014
Merrill Lynch July 2007 - April 2009
Merrill Lynch July 2005 - July 2007
Merrill Lynch January 2004 - July 2007
Merrill Lynch April 2002 - January 2004
Skills
Executive Management, Financial Services, Sales Management, Business Development, Client Development, Relationship Management, Sales Process, Manage Client..., Series 7, Uniform Combined State..., Management, Retirement Planning, Wealth Management, Retirement, Equities, Investments, Portfolio Management, Fixed Income, Series 63, Asset Allocation, Business Performance...
Education
Richard Stockton College of New Jersey 1993 — 1997
Bachelor's degree, Finance, General
Stockton University 1993 — 1997
Bachelor of Arts (BA), Finance, General
Kandaswamy Kanakaraj Kandaswamy Kanakaraj's Merrill Lynch Experience 1999 - 2002
Job Senior Manager Projects at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2011 - Present
Cognizant Technology Solutions May 2008 - July 2011
Citi 2006 - 2008
Albridge, an Affiliate of Pershing 2005 - 2006
Standard & Poor's 2003 - 2005
Merrill Lynch 1999 - 2002
BFR systems 1995 - 1996
BFR systems 1995 - 1996
Skills
Enterprise..., Business Intelligence..., ETL Development, Data Architect, Modeling and Designing..., Program Management, People Management, Business Process..., IT Operations &..., Strategic Technology..., Cost Reduction Analysis, System & Business..., Technology Evaluation &..., SDLC, Offshoring, Cost benefit analysis, Application...
Education
Stevens Institute of Technology 1991 — 1994
ME, Environmental and Civil Engineering
Madras University 1985 — 1989
BE, Electrical and Electronics
Cognizant Technology Solutions July 2011 - Present
Cognizant Technology Solutions May 2008 - July 2011
Citi 2006 - 2008
Albridge, an Affiliate of Pershing 2005 - 2006
Standard & Poor's 2003 - 2005
Merrill Lynch 1999 - 2002
BFR systems 1995 - 1996
BFR systems 1995 - 1996
Skills
Enterprise..., Business Intelligence..., ETL Development, Data Architect, Modeling and Designing..., Program Management, People Management, Business Process..., IT Operations &..., Strategic Technology..., Cost Reduction Analysis, System & Business..., Technology Evaluation &..., SDLC, Offshoring, Cost benefit analysis, Application...
Education
Stevens Institute of Technology 1991 — 1994
ME, Environmental and Civil Engineering
Madras University 1985 — 1989
BE, Electrical and Electronics
Aarya(Dharti) Patel's Merrill Lynch Experience January 2010 - October 2010
Job Sr. Software system analyst at FINRA
Industry Information Technology and Services
Experience
Citi June 2012 - September 2013
Bank of America-Merrill Lynch March 2011 - July 2012
Microsoft May 2010 - February 2011
Merrill Lynch January 2010 - October 2010
Lincoln Financial Distributors June 2007 - May 2009
J.P. Morgan August 2006 - April 2007
Education
Stevens Institute of Technology 2011 — 2012
Master of science, Finance, General
Government Engineering College , Gujarat 2003 — 2005
Computer Science
Citi June 2012 - September 2013
Bank of America-Merrill Lynch March 2011 - July 2012
Microsoft May 2010 - February 2011
Merrill Lynch January 2010 - October 2010
Lincoln Financial Distributors June 2007 - May 2009
J.P. Morgan August 2006 - April 2007
Education
Stevens Institute of Technology 2011 — 2012
Master of science, Finance, General
Government Engineering College , Gujarat 2003 — 2005
Computer Science
Yan Meblin Yan Meblin's Merrill Lynch Experience 1998 - 1999
Job
Industry Financial Services
Experience
NBC Universal July 2014 - Present
BNY Mellon Pershing March 2013 - July 2014
IDT Corporation September 2011 - February 2013
Federal Reserve April 2003 - September 2011
J.P. Morgan June 2000 - March 2003
Merrill Lynch 1998 - 1999
Skills
Software Development, Disaster Recovery, Risk Management, Shell Scripting, High Availability, Unix, Solaris, Oracle, Oracle RAC, Oracle Exadata, Oracle Performance..., Oracle DataWarehousing, Linux, MongoDB, RMAN, Oracle DataGuard, SharePlex, Veritas Cluster Server, C++ Language, Matlab, EMC SRDF, AIX, HP-UX, Oracle Enterprise..., Oracle PL/SQL..., Unix Shell Scripting, Hadoop
Education
Stevens Institute of Technology 2007 — 2011
Master's degree, Financial Mathematics
NBC Universal July 2014 - Present
BNY Mellon Pershing March 2013 - July 2014
IDT Corporation September 2011 - February 2013
Federal Reserve April 2003 - September 2011
J.P. Morgan June 2000 - March 2003
Merrill Lynch 1998 - 1999
Skills
Software Development, Disaster Recovery, Risk Management, Shell Scripting, High Availability, Unix, Solaris, Oracle, Oracle RAC, Oracle Exadata, Oracle Performance..., Oracle DataWarehousing, Linux, MongoDB, RMAN, Oracle DataGuard, SharePlex, Veritas Cluster Server, C++ Language, Matlab, EMC SRDF, AIX, HP-UX, Oracle Enterprise..., Oracle PL/SQL..., Unix Shell Scripting, Hadoop
Education
Stevens Institute of Technology 2007 — 2011
Master's degree, Financial Mathematics
DeVon Lineman DeVon Lineman's Merrill Lynch Experience June 2008 - August 2008
Job Data Analyst at Fidelis SecureCare Inc
Industry Insurance
Experience
Fidelis SecureCare January 2015 - April 2015
Fidelis SecureCare August 2014 - April 2015
Stevens Institute of Technology September 2009 - December 2013
Stevens Institute of Technology May 2012 - July 2012
Stevens Institute of Technology September 2010 - January 2012
Stevens Institute of Technology May 2011 - August 2011
CIC Learning Center June 2010 - September 2010
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Outlook, Windows, Matlab, HTML, Java, Public Speaking, R, Microsoft Excel, Microsoft Word, PowerPoint, Labview, Solidworks, Teaching
Education
Stevens Institute of Technology 2009 — 2014
Master of Science (M.S.), Mathematics
Fidelis SecureCare January 2015 - April 2015
Fidelis SecureCare August 2014 - April 2015
Stevens Institute of Technology September 2009 - December 2013
Stevens Institute of Technology May 2012 - July 2012
Stevens Institute of Technology September 2010 - January 2012
Stevens Institute of Technology May 2011 - August 2011
CIC Learning Center June 2010 - September 2010
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Outlook, Windows, Matlab, HTML, Java, Public Speaking, R, Microsoft Excel, Microsoft Word, PowerPoint, Labview, Solidworks, Teaching
Education
Stevens Institute of Technology 2009 — 2014
Master of Science (M.S.), Mathematics
Frank Materia Frank Materia's Merrill Lynch Experience June 2005 - February 2006
Job Program/Project Manager, PMP. Certified ScrumMaster, CSM. Continuous Process Improvement Practioner. Outsourcing Expert.
Industry Information Technology and Services
Experience
Federal Reserve Bank of New York May 2012 - Present
Sterling Infosystems, Inc. January 2007 - May 2012
Sterling Testing Systems April 2006 - December 2006
Merrill Lynch June 2005 - February 2006
IBM Global Services March 2001 - February 2005
IBM Global Services July 2000 - March 2001
AT&T August 1996 - June 2000
AT&T February 1993 - July 1996
New York University January 1990 - May 1991
Skills
SOA, PMP, MS Project, Outsourcing, Leadership, PMO, Project Portfolio..., SDLC, Software Project..., Team Leadership, Process Improvement, Process Engineering, Certified Scrum Master..., Six Sigma, Lean IT, Agile Project Management, Integration
Education
Stevens Institute of Technology 1996 — 1998
Masters Certificate, Project Management
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Information Systems
Xaverian 1985 — 1989
Regents HS Diploma, College Prep
Federal Reserve Bank of New York May 2012 - Present
Sterling Infosystems, Inc. January 2007 - May 2012
Sterling Testing Systems April 2006 - December 2006
Merrill Lynch June 2005 - February 2006
IBM Global Services March 2001 - February 2005
IBM Global Services July 2000 - March 2001
AT&T August 1996 - June 2000
AT&T February 1993 - July 1996
New York University January 1990 - May 1991
Skills
SOA, PMP, MS Project, Outsourcing, Leadership, PMO, Project Portfolio..., SDLC, Software Project..., Team Leadership, Process Improvement, Process Engineering, Certified Scrum Master..., Six Sigma, Lean IT, Agile Project Management, Integration
Education
Stevens Institute of Technology 1996 — 1998
Masters Certificate, Project Management
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Information Systems
Xaverian 1985 — 1989
Regents HS Diploma, College Prep
Andrew Haines Andrew Haines's Merrill Lynch Experience 1995 - 2000
Job Founder and Partner at FinTech Studios
Industry Information Technology and Services
Experience
FinTech Studios 2014 - Present
LEAF Capital Advisors, LLC April 2012 - Present
Scivantage August 2012 - January 2015
Gain Capital Group, LLC 2005 - 2012
Bluefly 2004 - 2004
Virtual Growth, Inc. 2000 - 2003
Merrill Lynch 1995 - 2000
Salomon Smith Barney December 1989 - April 1995
J. Crew 1987 - 1989
Skills
Trading Systems, FX, FX trading, Proprietary Trading, SDLC, Electronic Trading, Outsourcing, Start-ups, Business Intelligence, FX Options, Product Management, Business Strategy, Enterprise IT Strategy, Risk Management, Derivatives, Back Office, CRM, Financial Services, Strategy, IT Strategy, Leadership, Fixed Income, Management
Education
Stevens Institute of Technology 1990 — 1992
Masters, Information Management
University of Delaware 1984 — 1987
BS, Business Admin - Finance
FinTech Studios 2014 - Present
LEAF Capital Advisors, LLC April 2012 - Present
Scivantage August 2012 - January 2015
Gain Capital Group, LLC 2005 - 2012
Bluefly 2004 - 2004
Virtual Growth, Inc. 2000 - 2003
Merrill Lynch 1995 - 2000
Salomon Smith Barney December 1989 - April 1995
J. Crew 1987 - 1989
Skills
Trading Systems, FX, FX trading, Proprietary Trading, SDLC, Electronic Trading, Outsourcing, Start-ups, Business Intelligence, FX Options, Product Management, Business Strategy, Enterprise IT Strategy, Risk Management, Derivatives, Back Office, CRM, Financial Services, Strategy, IT Strategy, Leadership, Fixed Income, Management
Education
Stevens Institute of Technology 1990 — 1992
Masters, Information Management
University of Delaware 1984 — 1987
BS, Business Admin - Finance
Rich Sbarro Rich Sbarro's Merrill Lynch Experience February 2001 - May 2002
Job CTO at Metaverse Corporation
Industry Computer Software
Experience
Metaverse Corporation March 2004 - Present
SavaNET 2004 - 2006
Schering-Plough 2002 - 2004
Merrill Lynch February 2001 - May 2002
Skills
Web Applications, XML, Visual Studio, C#, Software Development, Microsoft SQL Server, .NET, ASP.NET, jQuery, Web Services, Web Development, Databases, HTML, Unit Testing, ASP, T-SQL, IIS, CSS, JavaScript, NUnit, Java, Distributed Systems, AJAX, C++, Scrum, Agile Methodologies, Mobile Applications, Visual Basic, SOAP, SQL, SQL Server, MSBuild, Software Project..., Google Adwords API, Bing Ads API
Education
Stevens Institute of Technology 1995 — 2000
BE, Engineering Management
Metaverse Corporation March 2004 - Present
SavaNET 2004 - 2006
Schering-Plough 2002 - 2004
Merrill Lynch February 2001 - May 2002
Skills
Web Applications, XML, Visual Studio, C#, Software Development, Microsoft SQL Server, .NET, ASP.NET, jQuery, Web Services, Web Development, Databases, HTML, Unit Testing, ASP, T-SQL, IIS, CSS, JavaScript, NUnit, Java, Distributed Systems, AJAX, C++, Scrum, Agile Methodologies, Mobile Applications, Visual Basic, SOAP, SQL, SQL Server, MSBuild, Software Project..., Google Adwords API, Bing Ads API
Education
Stevens Institute of Technology 1995 — 2000
BE, Engineering Management
Scott Schmelzer Scott Schmelzer's Merrill Lynch Experience September 2001 - September 2002
Job Senior Mutual Fund Analyst at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates June 2010 - Present
Raymond James & Associates February 2008 - June 2010
HBSC May 2005 - February 2008
Everhome October 2002 - May 2005
Merrill Lynch September 2001 - September 2002
Merrill Lynch March 2000 - September 2001
Morgan Stanley August 1998 - December 1999
Skills
Series 7, Asset Management, Asset Managment, Series 66, Investment Strategies, Financial Advisory, Uniform Combined State..., Finance, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation
Education
Stetson University College of Law 2012 — 2015
Candidate for Juris Doctor, Banking, Corporate, Finance, and Securities Law
University of South Florida 2006 — 2008
MBA, Finance, International Business
University of Florida 1994 — 1998
Bachelor of Arts, History
Raymond James & Associates June 2010 - Present
Raymond James & Associates February 2008 - June 2010
HBSC May 2005 - February 2008
Everhome October 2002 - May 2005
Merrill Lynch September 2001 - September 2002
Merrill Lynch March 2000 - September 2001
Morgan Stanley August 1998 - December 1999
Skills
Series 7, Asset Management, Asset Managment, Series 66, Investment Strategies, Financial Advisory, Uniform Combined State..., Finance, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation
Education
Stetson University College of Law 2012 — 2015
Candidate for Juris Doctor, Banking, Corporate, Finance, and Securities Law
University of South Florida 2006 — 2008
MBA, Finance, International Business
University of Florida 1994 — 1998
Bachelor of Arts, History
Meera Thacker Meera Thacker's Merrill Lynch Experience September 2014 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Credit Suisse March 2012 - Present
Credit Suisse February 2011 - March 2012
Credit Suisse June 2010 - August 2010
Skills
SQL, Requirements Gathering, Oracle, Data Analysis, SharePoint, Requirements Analysis, Data Modeling, Business Analysis, Testing, Business Management, Analysis, Project Management, Python, Data Mining, Project Portfolio..., Hadoop, Predictive Analytics, Market Analysis, Quantitative Analytics, Business Strategy, Business Intelligence, R, Business Process..., Strategy, Microsoft Excel, VBA, Management
Education
Johns Hopkins via coursera
Certification, R Programming
Stevens Institute of Technology 2009 — 2010
Masters, Computer Science
Merrill Lynch September 2014 - Present
Credit Suisse March 2012 - Present
Credit Suisse February 2011 - March 2012
Credit Suisse June 2010 - August 2010
Skills
SQL, Requirements Gathering, Oracle, Data Analysis, SharePoint, Requirements Analysis, Data Modeling, Business Analysis, Testing, Business Management, Analysis, Project Management, Python, Data Mining, Project Portfolio..., Hadoop, Predictive Analytics, Market Analysis, Quantitative Analytics, Business Strategy, Business Intelligence, R, Business Process..., Strategy, Microsoft Excel, VBA, Management
Education
Johns Hopkins via coursera
Certification, R Programming
Stevens Institute of Technology 2009 — 2010
Masters, Computer Science
Kelly Ann Woods's Merrill Lynch Experience June 2004 - April 2005
Job Senior Capacity and Performance Analyst at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS May 2005 - Present
Merrill Lynch June 2004 - April 2005
Merrill Lynch July 2003 - June 2004
Skills
Transportation, Data Analysis, Access, Process Improvement, Analysis, Software Documentation, Requirements Gathering, Visio, SDLC, Project Management, Program Management, Business Process..., Integration, Microsoft Office
Education
Stevens Institute of Technology 2004 — 2008
B.S., Business and Technology
Bergen County Academies - Academy for Power and Transportation 2000 — 2004
HS
UPS May 2005 - Present
Merrill Lynch June 2004 - April 2005
Merrill Lynch July 2003 - June 2004
Skills
Transportation, Data Analysis, Access, Process Improvement, Analysis, Software Documentation, Requirements Gathering, Visio, SDLC, Project Management, Program Management, Business Process..., Integration, Microsoft Office
Education
Stevens Institute of Technology 2004 — 2008
B.S., Business and Technology
Bergen County Academies - Academy for Power and Transportation 2000 — 2004
HS
Robert Sterlacci Robert Sterlacci's Merrill Lynch Experience June 1994 - July 1996
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup February 1997 - Present
CBS News July 1996 - February 1997
Merrill Lynch June 1994 - July 1996
Skills
Information Security, Enterprise Architecture, Vendor Management, Cross-functional Team..., Security, Business Continuity, Information Security..., IT Strategy, IT Management, Enterprise Risk..., Business Analysis, Program Management, Strategy
Education
Stevens Institute of Technology 2006 — 2011
Masters, Information Technology
York College of Pennsylvania 1990 — 1994
Bachelors, Information Technology/Management
Citigroup February 1997 - Present
CBS News July 1996 - February 1997
Merrill Lynch June 1994 - July 1996
Skills
Information Security, Enterprise Architecture, Vendor Management, Cross-functional Team..., Security, Business Continuity, Information Security..., IT Strategy, IT Management, Enterprise Risk..., Business Analysis, Program Management, Strategy
Education
Stevens Institute of Technology 2006 — 2011
Masters, Information Technology
York College of Pennsylvania 1990 — 1994
Bachelors, Information Technology/Management
Gustav Lindqvist Gustav Lindqvist's Merrill Lynch Experience June 2007 - January 2011
Job Data Scientist at Medium.com
Industry Internet
Experience
Medium.com September 2015 - Present
Spotify May 2012 - August 2015
Spotify February 2010 - May 2012
Merrill Lynch June 2007 - January 2011
Merrill Lynch June 2006 - August 2006
JG36 Gustav Lindqvist HB June 2002 - March 2006
Svenska Spel AB April 2005 - September 2005
Spray Network June 2000 - June 2002
Spray Network July 1998 - June 2000
Skills
Python, Hadoop, Analysis, Linux, SQL, User Experience, Software Development, JavaScript, Web Analytics, Data Visualization
Education
Stockholm University 2005 — 2007
Bachelor's Degree, Mathematics, Graduated with the grade Pass with distinction
Stockholm School of Economics 2002 — 2007
Master's Degree, Economics, Graduated with the grade Pass with distinction
Medium.com September 2015 - Present
Spotify May 2012 - August 2015
Spotify February 2010 - May 2012
Merrill Lynch June 2007 - January 2011
Merrill Lynch June 2006 - August 2006
JG36 Gustav Lindqvist HB June 2002 - March 2006
Svenska Spel AB April 2005 - September 2005
Spray Network June 2000 - June 2002
Spray Network July 1998 - June 2000
Skills
Python, Hadoop, Analysis, Linux, SQL, User Experience, Software Development, JavaScript, Web Analytics, Data Visualization
Education
Stockholm University 2005 — 2007
Bachelor's Degree, Mathematics, Graduated with the grade Pass with distinction
Stockholm School of Economics 2002 — 2007
Master's Degree, Economics, Graduated with the grade Pass with distinction
Lisa Fe Roldan's Merrill Lynch Experience July 1998 - Present
Job Manager, VP in Systems Monitoring and Event Management Operations
Industry Financial Services
Experience
Merrill Lynch July 1998 - Present
PaineWebber August 1995 - June 1998
PaineWebber August 1993 - August 1995
Stevens Institute of Technology May 1993 - August 1994
Education
North Bergen High School
HS
Stevens Institute of Technology
BS, Technology Management
Stevens Institute of Technology
MS, Management Planning
Merrill Lynch July 1998 - Present
PaineWebber August 1995 - June 1998
PaineWebber August 1993 - August 1995
Stevens Institute of Technology May 1993 - August 1994
Education
North Bergen High School
HS
Stevens Institute of Technology
BS, Technology Management
Stevens Institute of Technology
MS, Management Planning
Patricia Stefik's Merrill Lynch Experience March 1990 - October 2007
Job Pharmaceuticals/Medical Operations
Industry Pharmaceuticals
Experience
Novo Nordisk A/S April 2010 - Present
Brookfield Properties - Int'l Properties Group (NYC), Gloria Nilson Realtors (NJ) June 2008 - March 2010
Merrill Lynch March 1990 - October 2007
Skills
Pharmaceutical Industry, Investments, Asset Managment, Financial Analysis, Data Analysis, Market Analysis, Strategic Planning, Financial Modeling, Negotiation, Cross-functional Team..., Strategy, Management, Asset Management, Portfolio Management, Marketing, Project Management, Leadership, Analysis
Education
Stetson University 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Marketing
The Peddie School 1980 — 1985
Novo Nordisk A/S April 2010 - Present
Brookfield Properties - Int'l Properties Group (NYC), Gloria Nilson Realtors (NJ) June 2008 - March 2010
Merrill Lynch March 1990 - October 2007
Skills
Pharmaceutical Industry, Investments, Asset Managment, Financial Analysis, Data Analysis, Market Analysis, Strategic Planning, Financial Modeling, Negotiation, Cross-functional Team..., Strategy, Management, Asset Management, Portfolio Management, Marketing, Project Management, Leadership, Analysis
Education
Stetson University 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Marketing
The Peddie School 1980 — 1985
Angel De La Riva's Merrill Lynch Experience April 2008 - February 2009
Job Cultural & Segment Marketing at Verizon
Industry Marketing and Advertising
Experience
Verizon September 2015 - Present
Verizon Digital Media Services October 2013 - September 2015
Verizon Digital Media Services May 2011 - December 2013
Hudson Communications Inc. January 2010 - June 2011
Merrill Lynch April 2008 - February 2009
UBS Global Asset Management May 2007 - April 2008
Skills
Investments, Equities, Asset Managment, Business Analysis, Portfolio Management, Project Management, Leadership, Management, Strategic Planning, Entrepreneurship, Product Management
Education
Stevens Institute of Technology
Master's in Management
Stevens Institute of Technology 2001 — 2006
BS, Business & Technology
Bergen Catholic 1998 — 2001
Verizon September 2015 - Present
Verizon Digital Media Services October 2013 - September 2015
Verizon Digital Media Services May 2011 - December 2013
Hudson Communications Inc. January 2010 - June 2011
Merrill Lynch April 2008 - February 2009
UBS Global Asset Management May 2007 - April 2008
Skills
Investments, Equities, Asset Managment, Business Analysis, Portfolio Management, Project Management, Leadership, Management, Strategic Planning, Entrepreneurship, Product Management
Education
Stevens Institute of Technology
Master's in Management
Stevens Institute of Technology 2001 — 2006
BS, Business & Technology
Bergen Catholic 1998 — 2001
Joan Walsh's Merrill Lynch Experience March 1997 - June 1999
Job Quality Management Consultant at Department of Children and Families
Industry Government Administration
Experience
Department of Children and Families February 2005 - Present
J. Winifred Walsh Consulting September 1994 - February 2005
Catholic Charities Jax 2003 - 2004
Shands Jacksonville 1999 - 2000
Merrill Lynch March 1997 - June 1999
AT&T American Transtech 1984 - 1994
Skills
Strategic Planning, Public Speaking, Process Improvement, Performance Improvement, Management Consulting, Change Management, Research, Budgets, Coaching, Leadership Development, Business Analysis, Microsoft Excel, Leadership, Operations Management, Software Documentation, Program Development, Vendor Management, Management, Business Process..., Business Intelligence, Business Planning, Performance Management, Policy, Training, Program Management
Education
University of South Florida - College of Business Administration 1971 — 1976
BA, MBA, Finance
Stetson University 1970 — 1971
History
Samuel W. Wolfson High School 1968 — 1971
Acadenic Diploma
Department of Children and Families February 2005 - Present
J. Winifred Walsh Consulting September 1994 - February 2005
Catholic Charities Jax 2003 - 2004
Shands Jacksonville 1999 - 2000
Merrill Lynch March 1997 - June 1999
AT&T American Transtech 1984 - 1994
Skills
Strategic Planning, Public Speaking, Process Improvement, Performance Improvement, Management Consulting, Change Management, Research, Budgets, Coaching, Leadership Development, Business Analysis, Microsoft Excel, Leadership, Operations Management, Software Documentation, Program Development, Vendor Management, Management, Business Process..., Business Intelligence, Business Planning, Performance Management, Policy, Training, Program Management
Education
University of South Florida - College of Business Administration 1971 — 1976
BA, MBA, Finance
Stetson University 1970 — 1971
History
Samuel W. Wolfson High School 1968 — 1971
Acadenic Diploma
Paula Schlesinger's Merrill Lynch Experience May 1998 - August 2000
Job Senior OD Consultant, Principal and Owner of ITO Development
Industry Human Resources
Experience
ITO Development September 2008 - Present
Autodesk May 2002 - September 2008
Merrill Lynch May 1998 - August 2000
Merrill Lynch 1994 - 1998
Skills
360 Feedback, Coaching, Succession Planning, Employee Engagement, Team Building, Talent Development, Leadership Development, Executive Coaching, Organizational..., Performance Management, Executive Assessment, Onboarding, Talent Management, Human Resources, Executive Development, Executive Positions, Leadership, Training, Career Development, Personnel Management, Program Management, Workshop Facilitation, Consulting, Organizational Design, Talent Acquisition, HR Consulting, Workforce Planning, HR Transformation, HRIS, Employee Relations, Interviews, Training Delivery, Employer Branding, Emotional Intelligence, Organizational...
Education
Stevens Institute of Technology 1986 — 1992
PhD, Applied Psychology
University of California, Los Angeles
BA, English
ITO Development September 2008 - Present
Autodesk May 2002 - September 2008
Merrill Lynch May 1998 - August 2000
Merrill Lynch 1994 - 1998
Skills
360 Feedback, Coaching, Succession Planning, Employee Engagement, Team Building, Talent Development, Leadership Development, Executive Coaching, Organizational..., Performance Management, Executive Assessment, Onboarding, Talent Management, Human Resources, Executive Development, Executive Positions, Leadership, Training, Career Development, Personnel Management, Program Management, Workshop Facilitation, Consulting, Organizational Design, Talent Acquisition, HR Consulting, Workforce Planning, HR Transformation, HRIS, Employee Relations, Interviews, Training Delivery, Employer Branding, Emotional Intelligence, Organizational...
Education
Stevens Institute of Technology 1986 — 1992
PhD, Applied Psychology
University of California, Los Angeles
BA, English
Susan Harber's Merrill Lynch Experience 2004 - 2006
Job EA to President and CEO at Ciber
Industry Telecommunications
Experience
Ciber October 2014 - Present
BT July 2006 - October 2014
BT 2006 - 2013
BT Global Services 2006 - 2013
Merrill Lynch 2004 - 2006
Merrill Lynch November 1993 - July 1995
Skills
Telecommunications, Service Delivery, Service Management, Vendor Management, Project Management, Administrative..., Business, Coordination, Events, Hospitality, Microsoft Word, Microsoft Excel, Newsletters, Office Management, PowerPoint, Outsourcing, Training, Budgets, Negotiation, Integration
Education
Stevens Institute of Technology 1999 — 2001
Certificate, Project Management
Virginia Polytechnic Institute and State University 1978 — 1980
N/A, Computer Science
Brookdale Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Ciber October 2014 - Present
BT July 2006 - October 2014
BT 2006 - 2013
BT Global Services 2006 - 2013
Merrill Lynch 2004 - 2006
Merrill Lynch November 1993 - July 1995
Skills
Telecommunications, Service Delivery, Service Management, Vendor Management, Project Management, Administrative..., Business, Coordination, Events, Hospitality, Microsoft Word, Microsoft Excel, Newsletters, Office Management, PowerPoint, Outsourcing, Training, Budgets, Negotiation, Integration
Education
Stevens Institute of Technology 1999 — 2001
Certificate, Project Management
Virginia Polytechnic Institute and State University 1978 — 1980
N/A, Computer Science
Brookdale Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Christopher Hagis's Merrill Lynch Experience July 1998 - December 2000
Job Owner and President at Hagis Tax Services
Industry Financial Services
Experience
Hagis Tax Services 2008 - Present
Morgan Stanley June 2004 - May 2008
Citigroup Global Markets October 2001 - January 2003
Merrill Lynch July 1998 - December 2000
Skills
Analysis, Asset Management, Business Analysis, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Leadership, Management, Mergers & Acquisitions, Portfolio Management, Risk Management, Securities, Time Management, Trading
Education
Wagner College 1999 — 2006
B.S. & M.B.A., Computer Science and Finance
Stevens Institute of Technology 1998 — 1999
Computer Engineering
Stuyvesant High School
Hagis Tax Services 2008 - Present
Morgan Stanley June 2004 - May 2008
Citigroup Global Markets October 2001 - January 2003
Merrill Lynch July 1998 - December 2000
Skills
Analysis, Asset Management, Business Analysis, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Leadership, Management, Mergers & Acquisitions, Portfolio Management, Risk Management, Securities, Time Management, Trading
Education
Wagner College 1999 — 2006
B.S. & M.B.A., Computer Science and Finance
Stevens Institute of Technology 1998 — 1999
Computer Engineering
Stuyvesant High School
Srujal Shah's Merrill Lynch Experience July 2004 - July 2007
Job CoFounder (Triveni IT), Experienced in Building Web and Mobile Apps, Online Marketing and Technology Outsourcing
Industry Computer Software
Experience
Triveni IT April 2011 - Present
Bank of America September 2009 - April 2011
Deutsche Bank July 2007 - September 2009
Merrill Lynch July 2004 - July 2007
Merck 2003 - 2004
Skills
Fixed Income, Equities, Risk Management, Web Development, Mobile Applications, Google Adwords, Google Analytics, SEO, E-commerce SEO, Magento, WordPress, ASP.NET MVC, J2EE Application..., Software Project..., ASP.NET, Big Data, Credit Risk, Electronic Trading, Financial Modeling, jQuery, FX Options, Prime Brokerage, Private Equity, IT Strategy, Credit, Derivatives, SDLC, Sybase, Capital Markets, Portfolio Management, Treasury Management, Agile Methodologies, Trading Systems, Business Process Design, Salesforce.com, Ruby on Rails, Hadoop, MongoDB, Market Data, Credit Derivatives, Low Latency, Equity Derivatives, Financial Services, Requirements Gathering, Agile Project Management, Enterprise Architecture
Education
Stevens Institute of Technology 2000 — 2004
Master of Science (M.S.), Technology Management
Triveni IT April 2011 - Present
Bank of America September 2009 - April 2011
Deutsche Bank July 2007 - September 2009
Merrill Lynch July 2004 - July 2007
Merck 2003 - 2004
Skills
Fixed Income, Equities, Risk Management, Web Development, Mobile Applications, Google Adwords, Google Analytics, SEO, E-commerce SEO, Magento, WordPress, ASP.NET MVC, J2EE Application..., Software Project..., ASP.NET, Big Data, Credit Risk, Electronic Trading, Financial Modeling, jQuery, FX Options, Prime Brokerage, Private Equity, IT Strategy, Credit, Derivatives, SDLC, Sybase, Capital Markets, Portfolio Management, Treasury Management, Agile Methodologies, Trading Systems, Business Process Design, Salesforce.com, Ruby on Rails, Hadoop, MongoDB, Market Data, Credit Derivatives, Low Latency, Equity Derivatives, Financial Services, Requirements Gathering, Agile Project Management, Enterprise Architecture
Education
Stevens Institute of Technology 2000 — 2004
Master of Science (M.S.), Technology Management
Wes Savage's Merrill Lynch Experience 1997 - 2001
Job Owner at Odyssey LLC
Industry Real Estate
Experience
Odyssey LLC June 2008 - Present
Vista Capital February 2002 - February 2008
Magnolia Properties 2001 - 2008
Merrill Lynch 1997 - 2001
Skills
Real Estate, Financial Analysis, Business Strategy, Business Valuation, Leveraged Finance, Investment Properties, Investors, Investments, Sales, Real Estate Transactions, Residential Homes, Foreclosures, Property Management, Sellers, Entrepreneurship, Management, Short Sales, First Time Home Buyers, Mortgage Lending, Finance, Leadership, Commercial Real Estate, Fundraising, Contract Negotiation, Negotiation, Single Family Homes, Marketing, REO, Real Estate Development, Small Business
Education
University of North Florida 1991 — 1992
Bachelor of Arts (B.A.), Psychology
Stetson University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government; Philosophy
Deland High school
Deland High school
Odyssey LLC June 2008 - Present
Vista Capital February 2002 - February 2008
Magnolia Properties 2001 - 2008
Merrill Lynch 1997 - 2001
Skills
Real Estate, Financial Analysis, Business Strategy, Business Valuation, Leveraged Finance, Investment Properties, Investors, Investments, Sales, Real Estate Transactions, Residential Homes, Foreclosures, Property Management, Sellers, Entrepreneurship, Management, Short Sales, First Time Home Buyers, Mortgage Lending, Finance, Leadership, Commercial Real Estate, Fundraising, Contract Negotiation, Negotiation, Single Family Homes, Marketing, REO, Real Estate Development, Small Business
Education
University of North Florida 1991 — 1992
Bachelor of Arts (B.A.), Psychology
Stetson University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government; Philosophy
Deland High school
Deland High school
Brooke Arevalo's Merrill Lynch Experience May 2005 - September 2007
Job SME
Industry Pharmaceuticals
Experience
LabCorp September 2013 - Present
Forest Pharmaceuticals September 2007 - September 2013
First Franklin Merrill Lynch May 2005 - September 2007
Merrill Lynch May 2005 - September 2007
Full Spectrum Lending May 2004 - April 2005
Skills
Gastroenterology, Pulmonology, Nephrology, Pharmaceutical Industry, Allergy, Diabetes, Managed Care, Hospital Sales
Education
Stockton University 2001 — 2004
Bachelor's degree, Communication, General
LabCorp September 2013 - Present
Forest Pharmaceuticals September 2007 - September 2013
First Franklin Merrill Lynch May 2005 - September 2007
Merrill Lynch May 2005 - September 2007
Full Spectrum Lending May 2004 - April 2005
Skills
Gastroenterology, Pulmonology, Nephrology, Pharmaceutical Industry, Allergy, Diabetes, Managed Care, Hospital Sales
Education
Stockton University 2001 — 2004
Bachelor's degree, Communication, General
Rajiv. Kapoor's Merrill Lynch Experience May 1999 - April 2000
Job Consultant Program Manager at US Bank
Industry Computer Software
Experience
Bank of America June 2014 - January 2015
US Bank January 2014 - May 2014
Credit Suisse October 2013 - December 2013
State Street February 2013 - September 2013
Citi July 2012 - January 2013
Bank of America Merrill Lynch March 2011 - September 2011
JP Morgan Chase January 2007 - March 2011
Marsh May 2000 - December 2006
Merrill Lynch May 1999 - April 2000
AIG 1997 - 1998
Skills
SDLC, Business Analysis, Disaster Recovery, Quality Assurance, Project Management, Business Intelligence, Business Development, Agile/Scrum Master, Requirements Analysis, SQL, SOA, Management, Resource Management, Information Technology, Vendor Management, Enterprise Architecture, Software Project..., Project Planning, User Acceptance Testing, Testing
Education
Stevens Institute of Technology 2003 — 2005
MS, Information Systems
Carnegie Mellon University - CMMI Certification
CMMI
Bank of America June 2014 - January 2015
US Bank January 2014 - May 2014
Credit Suisse October 2013 - December 2013
State Street February 2013 - September 2013
Citi July 2012 - January 2013
Bank of America Merrill Lynch March 2011 - September 2011
JP Morgan Chase January 2007 - March 2011
Marsh May 2000 - December 2006
Merrill Lynch May 1999 - April 2000
AIG 1997 - 1998
Skills
SDLC, Business Analysis, Disaster Recovery, Quality Assurance, Project Management, Business Intelligence, Business Development, Agile/Scrum Master, Requirements Analysis, SQL, SOA, Management, Resource Management, Information Technology, Vendor Management, Enterprise Architecture, Software Project..., Project Planning, User Acceptance Testing, Testing
Education
Stevens Institute of Technology 2003 — 2005
MS, Information Systems
Carnegie Mellon University - CMMI Certification
CMMI
Dhiren Shah's Merrill Lynch Experience January 1992 - August 1992
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2002 - Present
Organization:Financial Technologies May 2001 - May 2002
Morgan Stanley October 1998 - May 2001
AT&T April 1994 - October 1998
AT&T August 1992 - April 1994
Merrill Lynch January 1992 - August 1992
COSL 1989 - 1991
Citicorp Overseas Software Ltd April 1989 - January 1990
LBMS April 1989 - 1990
Skills
Databases, Trading Systems, Equities, Data Warehousing, Analysis, Team Leadership, Business Strategy, Business Intelligence, SDLC, Sybase, .NET, Derivatives, IT Strategy, Oracle, Fixed Income, Strategic Planning, XML, Strategy, Microsoft SQL Server, Risk Management, Enterprise Architecture, Business Analysis, Project Management, Data Analysis, Business Continuity..., DB2
Education
Bombay University 1983 — 1987
B.E, Computer Science
Stevens Institute of Technology
M.S, Information Management
Morgan Stanley June 2002 - Present
Organization:Financial Technologies May 2001 - May 2002
Morgan Stanley October 1998 - May 2001
AT&T April 1994 - October 1998
AT&T August 1992 - April 1994
Merrill Lynch January 1992 - August 1992
COSL 1989 - 1991
Citicorp Overseas Software Ltd April 1989 - January 1990
LBMS April 1989 - 1990
Skills
Databases, Trading Systems, Equities, Data Warehousing, Analysis, Team Leadership, Business Strategy, Business Intelligence, SDLC, Sybase, .NET, Derivatives, IT Strategy, Oracle, Fixed Income, Strategic Planning, XML, Strategy, Microsoft SQL Server, Risk Management, Enterprise Architecture, Business Analysis, Project Management, Data Analysis, Business Continuity..., DB2
Education
Bombay University 1983 — 1987
B.E, Computer Science
Stevens Institute of Technology
M.S, Information Management
Mark Hamilton CFP's Merrill Lynch Experience November 1996 - May 2001
Job Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company May 2009 - June 2010
RiverIcon February 2008 - January 2009
Paragon Mortgage February 2006 - November 2007
Hr Block Financial Advisors July 2003 - January 2006
Humana November 2002 - July 2003
Prudential Financial May 2001 - October 2002
Merrill Lynch November 1996 - May 2001
Skills
Strategic Financial..., Insurance, New Business Development, Leadership, Business Development, Finance, Management, Fixed Annuities, Investments, Sales, Risk Management, Portfolio Management, Team Building, Financial Planning, Retirement Planning
Education
Stetson University 1991 — 1993
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company May 2009 - June 2010
RiverIcon February 2008 - January 2009
Paragon Mortgage February 2006 - November 2007
Hr Block Financial Advisors July 2003 - January 2006
Humana November 2002 - July 2003
Prudential Financial May 2001 - October 2002
Merrill Lynch November 1996 - May 2001
Skills
Strategic Financial..., Insurance, New Business Development, Leadership, Business Development, Finance, Management, Fixed Annuities, Investments, Sales, Risk Management, Portfolio Management, Team Building, Financial Planning, Retirement Planning
Education
Stetson University 1991 — 1993
Joseph Ippolito's Merrill Lynch Experience January 1994 - December 2008
Job Vice President at Bank of America (Merrill Lynch Wealth Management)
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch January 1994 - December 2008
Salomon Brothers June 1989 - December 1993
Skills
Sybase, Fixed Income, Securities, Risk Management, Investment Banking, Prime Brokerage, SDLC, Capital Markets, Equities, Trading Systems, Vendor Management, Reference Data, Enterprise Architecture, Financial Services, Program Management, Portfolio Management, Business Analysis, Market Data, Derivatives, Requirements Analysis
Education
Stevens Institute of Technology 1985 — 1989
EE/CS
Bank of America January 2009 - Present
Merrill Lynch January 1994 - December 2008
Salomon Brothers June 1989 - December 1993
Skills
Sybase, Fixed Income, Securities, Risk Management, Investment Banking, Prime Brokerage, SDLC, Capital Markets, Equities, Trading Systems, Vendor Management, Reference Data, Enterprise Architecture, Financial Services, Program Management, Portfolio Management, Business Analysis, Market Data, Derivatives, Requirements Analysis
Education
Stevens Institute of Technology 1985 — 1989
EE/CS
Alexandra Gerlach-O'Pecko's Merrill Lynch Experience 2001 - 2003
Job Market Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2003 - Present
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
Financial Analysis, Strategic Planning, Excel, Data Analysis, Access, PowerPoint, Microsoft Excel, Accounting
Education
Richard Stockton College of New Jersey 1994 — 1998
BS, Accounting
Bank of America Merrill Lynch 2003 - Present
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
Financial Analysis, Strategic Planning, Excel, Data Analysis, Access, PowerPoint, Microsoft Excel, Accounting
Education
Richard Stockton College of New Jersey 1994 — 1998
BS, Accounting
Brigita Rumpeters's Merrill Lynch Experience September 1989 - Present
Job Wealth Management Advisor Vice President
Industry Financial Services
Experience
Merrill Lynch September 1989 - Present
Skills
Wealth Management, Series 7, Portfolio Management, Strategic Financial..., Alternative Investments, Series 63, Investments, Investment Strategies, Estate Planning, Financial Advisory, Mutual Funds, Retirement, Mortgage Lending, Asset Allocation, Credit, Securities, Investment Advisory, Risk Management, Asset Managment, IRAs, Fixed Income, Corporate Finance, Retirement Planning, Hedge Funds, Finance, Equities, Banking, Wealth Management..., Asset Management, Fixed Annuities, 401k, Series 6, Series 65, Insurance, Mergers, Bonds, Investment Management, ETFs, 401k Rollovers, Separately Managed..., 529 Plans, Variable Annuities, College Savings Plans, Roth IRA, Retirement Plan..., Equity Trading, Private Equity, Capital Markets, Uniform Combined State...
Education
Richard Stockton College of New Jersey 1980 — 1984
Business Management
Merrill Lynch September 1989 - Present
Skills
Wealth Management, Series 7, Portfolio Management, Strategic Financial..., Alternative Investments, Series 63, Investments, Investment Strategies, Estate Planning, Financial Advisory, Mutual Funds, Retirement, Mortgage Lending, Asset Allocation, Credit, Securities, Investment Advisory, Risk Management, Asset Managment, IRAs, Fixed Income, Corporate Finance, Retirement Planning, Hedge Funds, Finance, Equities, Banking, Wealth Management..., Asset Management, Fixed Annuities, 401k, Series 6, Series 65, Insurance, Mergers, Bonds, Investment Management, ETFs, 401k Rollovers, Separately Managed..., 529 Plans, Variable Annuities, College Savings Plans, Roth IRA, Retirement Plan..., Equity Trading, Private Equity, Capital Markets, Uniform Combined State...
Education
Richard Stockton College of New Jersey 1980 — 1984
Business Management
Marguerita Phillips-Gooding's Merrill Lynch Experience 2001 - 2003
Job Experienced Project Manager in Financial
Industry Financial Services
Experience
Bank of America - Merrill Lynch 2006 - Present
Goldman Sachs 2005 - 2006
Merrill Lynch 2001 - 2003
Prudential Financial 1990 - 2001
Crum & Forster 1988 - 1990
Chubb Insurance 1986 - 1988
Skills
Program Management, Risk Management, Business Analysis, Vendor Management, IT Strategy
Education
Stevens Institute of Technology 2007 — 2012
Masters, Information Management
St. Andrews 1981 — 1985
BA, Business Administration
Bank of America - Merrill Lynch 2006 - Present
Goldman Sachs 2005 - 2006
Merrill Lynch 2001 - 2003
Prudential Financial 1990 - 2001
Crum & Forster 1988 - 1990
Chubb Insurance 1986 - 1988
Skills
Program Management, Risk Management, Business Analysis, Vendor Management, IT Strategy
Education
Stevens Institute of Technology 2007 — 2012
Masters, Information Management
St. Andrews 1981 — 1985
BA, Business Administration
Frank E. Atwood Jr.'s Merrill Lynch Experience 1997 - 1999
Job Director, Senior Operations Manager at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2001 - Present
Merrill Lynch 1997 - 1999
Skills
Back Office, Banking, Bonds, Business Analysis, Capital Markets, Cash Management, Corporates, Derivatives, Equities, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Banking, MBS, Operational Risk, Prime Brokerage, Process Improvement, Project Management, Relationship Management, Risk Management, Securities, Settlement
Education
Richard Stockton College of New Jersey 1994 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America Merrill Lynch 2001 - Present
Merrill Lynch 1997 - 1999
Skills
Back Office, Banking, Bonds, Business Analysis, Capital Markets, Cash Management, Corporates, Derivatives, Equities, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Banking, MBS, Operational Risk, Prime Brokerage, Process Improvement, Project Management, Relationship Management, Risk Management, Securities, Settlement
Education
Richard Stockton College of New Jersey 1994 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Simone Robotham-Cadogan, PMP's Merrill Lynch Experience March 1999 - July 2008
Job PMO Manager at Atos
Industry Information Technology and Services
Experience
Atos October 2012 - Present
The McGraw-Hill Companies January 2011 - October 2012
The McGraw Hill Companies April 2010 - January 2011
The McGraw Hill Companies August 2008 - June 2009
Merrill Lynch March 1999 - July 2008
Prudential Insurance April 1997 - March 1999
Sigma Imaging Systems/Wang/Eastman Software 1994 - 1997
Skills
PMP, Project Management, Integration, Service Management, Quality Assurance, Infrastructure delivery, Project Planning, Managing Project Budgets, SCRUM, Migration Projects, Cloud Migrations, Infrastructure, Agile Methodologies, Management, Leadership, PMO, IT Management, Project Portfolio...
Education
Stevens Institute of Technology 2002 — 2005
Graduate Certificate, Project Management
Stevens Institute of Technology 2002 — 2005
Graduate Certificate, Information Management
Stevens Institute of Technology 2000 — 2005
MS, Information Systems
University at Albany, SUNY 1989 — 1993
BS, Business Administration
Elmont
Atos October 2012 - Present
The McGraw-Hill Companies January 2011 - October 2012
The McGraw Hill Companies April 2010 - January 2011
The McGraw Hill Companies August 2008 - June 2009
Merrill Lynch March 1999 - July 2008
Prudential Insurance April 1997 - March 1999
Sigma Imaging Systems/Wang/Eastman Software 1994 - 1997
Skills
PMP, Project Management, Integration, Service Management, Quality Assurance, Infrastructure delivery, Project Planning, Managing Project Budgets, SCRUM, Migration Projects, Cloud Migrations, Infrastructure, Agile Methodologies, Management, Leadership, PMO, IT Management, Project Portfolio...
Education
Stevens Institute of Technology 2002 — 2005
Graduate Certificate, Project Management
Stevens Institute of Technology 2002 — 2005
Graduate Certificate, Information Management
Stevens Institute of Technology 2000 — 2005
MS, Information Systems
University at Albany, SUNY 1989 — 1993
BS, Business Administration
Elmont
James Alison's Merrill Lynch Experience January 2009 - Present
Job VP FICC Operations Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Education
Stevens Institute of Technology
Bachelor of Engineering, Electrical Engineering
Merrill Lynch January 2009 - Present
Education
Stevens Institute of Technology
Bachelor of Engineering, Electrical Engineering
Lisa Ogram's Merrill Lynch Experience September 2008 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Smith Barney February 2002 - February 2006
Education
Stetson University 1995 — 1998
Merrill Lynch September 2008 - Present
Smith Barney February 2002 - February 2006
Education
Stetson University 1995 — 1998
Amado Gonzalez's Merrill Lynch Experience February 2001 - April 2002
Job Senior Solutions Architect at Rule Financial (Part of the GFT Group)
Industry Computer Software
Experience
Rule Financial (Part of the GFT Group) February 2015 - Present
Rule Financial August 2011 - January 2015
ICAP January 2010 - August 2011
Progress Software April 2008 - October 2009
Citi February 2006 - February 2008
Goldman Sachs November 2004 - February 2006
Bank of America January 2003 - November 2004
JPMorgan Chase & Co. April 2002 - January 2003
Merrill Lynch February 2001 - April 2002
Aspect Enterprise Solutions (formerly Oil Space Incorporated) June 2000 - February 2001
Skills
Core Java, C, Ruby, Unix Networking, Messaging, Spring Framework, Big Data, Relational Databases, REST, CEP (Complex Event..., Enterprise Architecture, Web Development, Regulatory Compliance, Trading System..., Python, Dodd-Frank, Program Trading, Trading Strategies, SOAP, Agile Methodologies, TIBCO Rendezvous, Credit Derivatives, Java Enterprise Edition, Apache ZooKeeper, Apama, Maven, Ant, StreamBase, Alternative Trading..., Surveillance, Asset Management, Prime Brokerage, Enterprise Software, SaaS, Trading Systems, Cloud Computing, JMS, Business Intelligence, ESB, Software Development, Business Analysis, Requirements Analysis, Unix, SQL
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Engineering (B.Eng.), Computer Engineering
Rule Financial (Part of the GFT Group) February 2015 - Present
Rule Financial August 2011 - January 2015
ICAP January 2010 - August 2011
Progress Software April 2008 - October 2009
Citi February 2006 - February 2008
Goldman Sachs November 2004 - February 2006
Bank of America January 2003 - November 2004
JPMorgan Chase & Co. April 2002 - January 2003
Merrill Lynch February 2001 - April 2002
Aspect Enterprise Solutions (formerly Oil Space Incorporated) June 2000 - February 2001
Skills
Core Java, C, Ruby, Unix Networking, Messaging, Spring Framework, Big Data, Relational Databases, REST, CEP (Complex Event..., Enterprise Architecture, Web Development, Regulatory Compliance, Trading System..., Python, Dodd-Frank, Program Trading, Trading Strategies, SOAP, Agile Methodologies, TIBCO Rendezvous, Credit Derivatives, Java Enterprise Edition, Apache ZooKeeper, Apama, Maven, Ant, StreamBase, Alternative Trading..., Surveillance, Asset Management, Prime Brokerage, Enterprise Software, SaaS, Trading Systems, Cloud Computing, JMS, Business Intelligence, ESB, Software Development, Business Analysis, Requirements Analysis, Unix, SQL
Education
Stevens Institute of Technology 1990 — 1994
Bachelor of Engineering (B.Eng.), Computer Engineering
holly delazaro's Merrill Lynch Experience 1990 - 2001
Job Sales AssociateColdwell Banker Residential Brokerage
Industry Financial Services
Experience
Coldwell Banker Residential Brokerage May 2014 - Present
misys July 2007 - August 2011
Reval 2005 - 2007
Atlantic Bank of New York 2001 - 2004
Merrill Lynch 1990 - 2001
Education
Stockton University 1985 — 1989
ba, accounting
Coldwell Banker Residential Brokerage May 2014 - Present
misys July 2007 - August 2011
Reval 2005 - 2007
Atlantic Bank of New York 2001 - 2004
Merrill Lynch 1990 - 2001
Education
Stockton University 1985 — 1989
ba, accounting
Brian Gregov, AIF, QKA's Merrill Lynch Experience July 1997 - June 2008
Job 401k Plan Advisor/Consultant and Accountable Advocate at AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG Wealth Strategies August 2008 - Present
Merrill Lynch July 1997 - June 2008
Education
Stockton University 1994 — 1996
Bachelor of Arts, Business Management
AEPG Wealth Strategies August 2008 - Present
Merrill Lynch July 1997 - June 2008
Education
Stockton University 1994 — 1996
Bachelor of Arts, Business Management
Scott Grogan's Merrill Lynch Experience 1993 - June 2008
Job Chief Financial Officer at Landmark Developers/Hospitality
Industry Accounting
Experience
Lanmark Developers/Hospitality July 2015 - Present
CFO/Controller Consulting Services June 2015 - Present
OTG Management June 2014 - May 2015
Various Consulting Firms January 2014 - June 2014
Doherty Enterprises February 2010 - October 2013
DG3 - Diversified Global Graphics Group September 2008 - January 2010
Merrill Lynch 1993 - June 2008
Lasky Printing 1989 - 1993
JH Cohn & Company 1986 - 1989
JH Cohn & Company 1986 - 1989
Skills
Financial Analysis, Internal Controls, Automation, Financial Reporting, Tax, Managerial Finance, Financial Statements, Analysis, Mergers, Preparation, Forecasting, Accounting, Finance, Accounts Payable, Budgets, Mergers & Acquisitions, Auditing, Payroll, Financial Accounting, Internal Audit, Management, Leadership, P&L, Strategic Planning, Strategy, Executive Management, Budgeting, Process Improvement, CPA, Financial Modeling, Sarbanes-Oxley Act, Customer Service
Education
Stockton University 1982 — 1986
BS, BSNS
Stockton University 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General, 3.75
Lanmark Developers/Hospitality July 2015 - Present
CFO/Controller Consulting Services June 2015 - Present
OTG Management June 2014 - May 2015
Various Consulting Firms January 2014 - June 2014
Doherty Enterprises February 2010 - October 2013
DG3 - Diversified Global Graphics Group September 2008 - January 2010
Merrill Lynch 1993 - June 2008
Lasky Printing 1989 - 1993
JH Cohn & Company 1986 - 1989
JH Cohn & Company 1986 - 1989
Skills
Financial Analysis, Internal Controls, Automation, Financial Reporting, Tax, Managerial Finance, Financial Statements, Analysis, Mergers, Preparation, Forecasting, Accounting, Finance, Accounts Payable, Budgets, Mergers & Acquisitions, Auditing, Payroll, Financial Accounting, Internal Audit, Management, Leadership, P&L, Strategic Planning, Strategy, Executive Management, Budgeting, Process Improvement, CPA, Financial Modeling, Sarbanes-Oxley Act, Customer Service
Education
Stockton University 1982 — 1986
BS, BSNS
Stockton University 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General, 3.75
Jerry Foley's Merrill Lynch Experience January 1997 - May 1999
Job Senior Sales Specialist, Apex
Industry Financial Services
Experience
Interactive Data February 2015 - Present
The Giant Insider July 2013 - Present
Thomson Reuters January 2014 - February 2015
Thomson Reuters June 2012 - January 2014
BNY Mellon October 2007 - June 2012
OppenheimerFunds August 2006 - October 2007
AIG Investments July 2005 - August 2006
BNY Mellon June 1999 - March 2005
Merrill Lynch January 1997 - May 1999
Skills
Pricing, Fixed Income, Financial Services, Equities, Business Analysis, Securities, Mutual Funds, Asset Management, Hedge Funds, Derivatives, Risk Management, Financial Analysis, Financial Markets, Bloomberg, Alternative Investments, Trading, Relationship Management
Education
Stockton University 1993 — 1996
Bachelor of Arts (B.A.), Political Science
Notre Dame High School
Notre Dame High School
Interactive Data February 2015 - Present
The Giant Insider July 2013 - Present
Thomson Reuters January 2014 - February 2015
Thomson Reuters June 2012 - January 2014
BNY Mellon October 2007 - June 2012
OppenheimerFunds August 2006 - October 2007
AIG Investments July 2005 - August 2006
BNY Mellon June 1999 - March 2005
Merrill Lynch January 1997 - May 1999
Skills
Pricing, Fixed Income, Financial Services, Equities, Business Analysis, Securities, Mutual Funds, Asset Management, Hedge Funds, Derivatives, Risk Management, Financial Analysis, Financial Markets, Bloomberg, Alternative Investments, Trading, Relationship Management
Education
Stockton University 1993 — 1996
Bachelor of Arts (B.A.), Political Science
Notre Dame High School
Notre Dame High School
Robert Seiden's Merrill Lynch Experience October 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Morgan Stanley Smith Barney September 2011 - October 2012
NY Life June 2010 - September 2011
Medartis Inc September 2009 - June 2010
Greater New York Hospital Association October 2008 - September 2009
Cardinal Health November 2004 - August 2008
Cardinal Health November 2004 - November 2006
Pharma Logistics August 2003 - November 2004
EXP Pharmaceutical Services Corp January 1997 - August 2003
Skills
Strategy, Leadership, Series 7, Six Sigma, CRM, Lean Manufacturing, Asset Allocation, Long Term Care Insurance, Management, Investments, Insurance Brokerage, Uniform Combined State..., Personal Financial..., Process Improvement, Business Development, Selling, Sales Operations, Finance, Mortgage Lending, New Business Development, Training, Sales, Marketing, Budgets, Retirement Planning, Negotiation, Marketing Strategy, Annuity Sales, FINRA, Strategic Financial..., Retirement, Vendor Management, Fixed Annuities, Insurance, Pricing, Series 66, Life & Health Licensed, Series 31, Lean Six Sigma - Sponsor, Social Security Planning
Education
Stockton University 1994 — 1996
BA, Business Management
Atlantic Community College 1992 — 1994
AS, Business Administration
College of Financial Planning
CRPC
Merrill Lynch October 2012 - Present
Morgan Stanley Smith Barney September 2011 - October 2012
NY Life June 2010 - September 2011
Medartis Inc September 2009 - June 2010
Greater New York Hospital Association October 2008 - September 2009
Cardinal Health November 2004 - August 2008
Cardinal Health November 2004 - November 2006
Pharma Logistics August 2003 - November 2004
EXP Pharmaceutical Services Corp January 1997 - August 2003
Skills
Strategy, Leadership, Series 7, Six Sigma, CRM, Lean Manufacturing, Asset Allocation, Long Term Care Insurance, Management, Investments, Insurance Brokerage, Uniform Combined State..., Personal Financial..., Process Improvement, Business Development, Selling, Sales Operations, Finance, Mortgage Lending, New Business Development, Training, Sales, Marketing, Budgets, Retirement Planning, Negotiation, Marketing Strategy, Annuity Sales, FINRA, Strategic Financial..., Retirement, Vendor Management, Fixed Annuities, Insurance, Pricing, Series 66, Life & Health Licensed, Series 31, Lean Six Sigma - Sponsor, Social Security Planning
Education
Stockton University 1994 — 1996
BA, Business Management
Atlantic Community College 1992 — 1994
AS, Business Administration
College of Financial Planning
CRPC
Joseph Halsema's Merrill Lynch Experience October 1980 - May 2008
Job ASST. SALES TRADER at DOMESTIC SECURITIES
Industry Financial Services
Experience
DOMESTIC SECURITIES March 2009 - June 2011
Merrill Lynch October 1980 - May 2008
Skills
Trading, Negotiation, Equity Trading, Series 7, Equities, Bloomberg, Market Risk, Series 63
Education
Stetson University 1975 — 1979
BBA, Finance
DOMESTIC SECURITIES March 2009 - June 2011
Merrill Lynch October 1980 - May 2008
Skills
Trading, Negotiation, Equity Trading, Series 7, Equities, Bloomberg, Market Risk, Series 63
Education
Stetson University 1975 — 1979
BBA, Finance
Kirti Mehta's Merrill Lynch Experience February 1999 - April 1999
Job VP Business Manager IPRS Technology at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank April 2015 - Present
Neuberger Berman January 2014 - March 2015
Neuberger Berman Group LLC May 2009 - December 2013
Lehman Brothers December 2008 - April 2009
Lehman Brothers December 2006 - November 2008
Lehman Brothers January 2004 - November 2006
Neuberger Berman October 2002 - December 2003
Neuberger Berman March 2000 - September 2002
SALOMON SMITH BARNEY April 1999 - February 2000
Merrill Lynch February 1999 - April 1999
Skills
Capital & Expense..., Financial Analysis, Contract Management, Expense Budget..., Expense Management, Cost Benefit, Cost Savings, Strategic Sourcing, SAP Procurement, Fixed Income, Financial Services, Equities, SDLC, Business Analysis, Vendor Management, Asset Management, Trading Systems, Market Data, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Procurement, Management
Education
Stevens Institute of Technology 2001 — 2003
Master's Degree, Master of Science - Information Systems
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor's Degree, Bachelor of Business Administration
Barclays Investment Bank April 2015 - Present
Neuberger Berman January 2014 - March 2015
Neuberger Berman Group LLC May 2009 - December 2013
Lehman Brothers December 2008 - April 2009
Lehman Brothers December 2006 - November 2008
Lehman Brothers January 2004 - November 2006
Neuberger Berman October 2002 - December 2003
Neuberger Berman March 2000 - September 2002
SALOMON SMITH BARNEY April 1999 - February 2000
Merrill Lynch February 1999 - April 1999
Skills
Capital & Expense..., Financial Analysis, Contract Management, Expense Budget..., Expense Management, Cost Benefit, Cost Savings, Strategic Sourcing, SAP Procurement, Fixed Income, Financial Services, Equities, SDLC, Business Analysis, Vendor Management, Asset Management, Trading Systems, Market Data, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Procurement, Management
Education
Stevens Institute of Technology 2001 — 2003
Master's Degree, Master of Science - Information Systems
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor's Degree, Bachelor of Business Administration
Banani Das's Merrill Lynch Experience March 2013 - October 2014
Job Managing Director, Head of Operations at Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
Cantor Fitzgerald Wealth Partners October 2014 - Present
Merrill Lynch March 2013 - October 2014
Merrill Lynch October 1995 - March 2013
Skills
Management, Project Management, Business Planning, Six Sigma, Strategy
Education
Rider University 2001 — 2003
MBA, Management
Richard Stockton College of New Jersey 1991 — 1995
BA, Finance
Cantor Fitzgerald Wealth Partners October 2014 - Present
Merrill Lynch March 2013 - October 2014
Merrill Lynch October 1995 - March 2013
Skills
Management, Project Management, Business Planning, Six Sigma, Strategy
Education
Rider University 2001 — 2003
MBA, Management
Richard Stockton College of New Jersey 1991 — 1995
BA, Finance
John Meffert's Merrill Lynch Experience August 2014 - Present
Job Vice President, Financial Advisor Merrill Lynch Wealth Management
Industry Banking
Experience
Merrill Lynch August 2014 - Present
Wells Fargo June 2011 - August 2014
Regions Bank June 2010 - June 2011
Regions Bank October 2007 - June 2010
Skills
Wealth Management, Series 7, Private Banking, Estate Planning, Life and Health..., Trusts, Investments, Wealth Management..., High Net Worth..., Asset Allocation, Retirement Planning, Securities, Investment Advisory, Series 63, Mutual Funds, Financial Advisory
Education
Stetson University College of Law 2003 — 2005
JD, Law
University of Florida 1998 — 2000
Master's degree, Exercise and Sports Sciences
University of Florida 1994 — 1998
B.S., Marketing
Merrill Lynch August 2014 - Present
Wells Fargo June 2011 - August 2014
Regions Bank June 2010 - June 2011
Regions Bank October 2007 - June 2010
Skills
Wealth Management, Series 7, Private Banking, Estate Planning, Life and Health..., Trusts, Investments, Wealth Management..., High Net Worth..., Asset Allocation, Retirement Planning, Securities, Investment Advisory, Series 63, Mutual Funds, Financial Advisory
Education
Stetson University College of Law 2003 — 2005
JD, Law
University of Florida 1998 — 2000
Master's degree, Exercise and Sports Sciences
University of Florida 1994 — 1998
B.S., Marketing
Richard Miktus's Merrill Lynch Experience October 2010 - June 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
Merrill Lynch October 2010 - June 2013
Laidlaw & Company February 2009 - July 2010
Establish July 2008 - November 2008
John Wiley and Sons May 2007 - November 2007
Education
Stevens Institute of Technology 2008 — 2015
M.S., Management
Stevens Institute of Technology 2004 — 2008
B.S., Applied Mathematics
TD Ameritrade July 2013 - Present
Merrill Lynch October 2010 - June 2013
Laidlaw & Company February 2009 - July 2010
Establish July 2008 - November 2008
John Wiley and Sons May 2007 - November 2007
Education
Stevens Institute of Technology 2008 — 2015
M.S., Management
Stevens Institute of Technology 2004 — 2008
B.S., Applied Mathematics
Louis DiMaria's Merrill Lynch Experience 1986 - 2009
Job Head of Benefits Americas Region at UBS
Industry Financial Services
Experience
UBS September 2011 - Present
Brown Brothers Harriman August 2009 - September 2011
Merrill Lynch & Co., Inc. February 2005 - August 2009
Merrill Lynch 1986 - 2009
Prudential Securities 1993 - 1995
Skills
Deferred Compensation, Business Strategy, Management, Employee Benefits, Mergers & Acquisitions, Human Resources, Succession Planning, Leadership, Performance Management, Pensions, Talent Management, Budgets, Financial Services, Private Equity, Mergers, Vendor Management, Executive Management, Organizational Design, HRIS, Employee Engagement, Onboarding
Education
Stevens Institute of Technology
Masters of Managemenet Science, Industrial Psycholocy
UBS September 2011 - Present
Brown Brothers Harriman August 2009 - September 2011
Merrill Lynch & Co., Inc. February 2005 - August 2009
Merrill Lynch 1986 - 2009
Prudential Securities 1993 - 1995
Skills
Deferred Compensation, Business Strategy, Management, Employee Benefits, Mergers & Acquisitions, Human Resources, Succession Planning, Leadership, Performance Management, Pensions, Talent Management, Budgets, Financial Services, Private Equity, Mergers, Vendor Management, Executive Management, Organizational Design, HRIS, Employee Engagement, Onboarding
Education
Stevens Institute of Technology
Masters of Managemenet Science, Industrial Psycholocy
Mohesh Punjabi's Merrill Lynch Experience June 1987 - January 1992
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2001 - Present
IBM, Merck-Medco, UPS, ISO January 1992 - January 2001
Merrill Lynch June 1987 - January 1992
Skills
Mainframe Architecture, z/OS, System Architecture, System Automation, Storage, Mainframe Engineering, IT Infrastructure..., Management, Disaster Recovery, IT Audit, CICS, Vendor Management, MVS, JCL, Mainframe, COBOL, IT Strategy, VSAM, Enterprise Architecture, Business Continuity, Pre-sales, Technology Architecture, Cloud Computing, Managing IT..., Mainframe Testing, z/Linux, z/BX, z/Flex, Business Process, Enterprise Software, SDLC
Education
Stevens Institute of Technology 1997 — 1999
Master of Business Administration (MBA), Technology Management
Stevens Institute of Technology 1983 — 1987
Bachelor of Science (BS), Systems Planning & Management
GHS
GHS
Morgan Stanley February 2001 - Present
IBM, Merck-Medco, UPS, ISO January 1992 - January 2001
Merrill Lynch June 1987 - January 1992
Skills
Mainframe Architecture, z/OS, System Architecture, System Automation, Storage, Mainframe Engineering, IT Infrastructure..., Management, Disaster Recovery, IT Audit, CICS, Vendor Management, MVS, JCL, Mainframe, COBOL, IT Strategy, VSAM, Enterprise Architecture, Business Continuity, Pre-sales, Technology Architecture, Cloud Computing, Managing IT..., Mainframe Testing, z/Linux, z/BX, z/Flex, Business Process, Enterprise Software, SDLC
Education
Stevens Institute of Technology 1997 — 1999
Master of Business Administration (MBA), Technology Management
Stevens Institute of Technology 1983 — 1987
Bachelor of Science (BS), Systems Planning & Management
GHS
GHS
Michael Herman's Merrill Lynch Experience July 1987 - June 1992
Job SKILLS, Owner
Industry Sports
Experience
Self September 2008 - Present
AAA Auto Club South 1997 - 2004
Merrill Lynch July 1987 - June 1992
St. John's River Community College August 1986 - June 1987
Stetson University September 1984 - July 1986
Stetson University September 1984 - June 1986
Western Michigan University September 1981 - July 1984
Skills
Sports marketing, Marketing Strategy, Marketing Communications, Public Relations, Online Advertising, Leadership, Strategic Planning, Advertising, Sales, Coaching, Public Speaking, Social Media Marketing, Marketing, Social Networking, Fundraising, Event Management, Online Marketing, Sports Marketing, Social Media, Event Planning, Account Management, Facebook, Team Building, Entrepreneurship, Customer Service, Sports Management, Sports, Athletic Training, Athletics, Sponsorship, Sports Coaching
Education
Stetson University 1984 — 1986
Masters in Counseling, Graduate
Roosevelt High School 1973 — 1975
College prep
Yankton College
Bachelor of Business Administration (B.B.A.), Business
Self September 2008 - Present
AAA Auto Club South 1997 - 2004
Merrill Lynch July 1987 - June 1992
St. John's River Community College August 1986 - June 1987
Stetson University September 1984 - July 1986
Stetson University September 1984 - June 1986
Western Michigan University September 1981 - July 1984
Skills
Sports marketing, Marketing Strategy, Marketing Communications, Public Relations, Online Advertising, Leadership, Strategic Planning, Advertising, Sales, Coaching, Public Speaking, Social Media Marketing, Marketing, Social Networking, Fundraising, Event Management, Online Marketing, Sports Marketing, Social Media, Event Planning, Account Management, Facebook, Team Building, Entrepreneurship, Customer Service, Sports Management, Sports, Athletic Training, Athletics, Sponsorship, Sports Coaching
Education
Stetson University 1984 — 1986
Masters in Counseling, Graduate
Roosevelt High School 1973 — 1975
College prep
Yankton College
Bachelor of Business Administration (B.B.A.), Business
Frank Leonard's Merrill Lynch Experience 2009 - 2010
Job Vice President at Bank of America
Industry Marketing and Advertising
Experience
Bank of America 2010 - Present
Merrill Lynch 2009 - 2010
American List Counsel 2004 - 2009
eCom 2002 - 2004
eCom 1999 - 2002
Prudential Insurance 1996 - 1999
First Fidelity Bank 1991 - 1996
Chase Manhattan Bank 1987 - 1991
Skills
Business Analysis, Process Improvement, Vendor Management, Financial Services, Strategic Planning, Payments, Electronic Payments, Account Management, Analytics, Budgets, Project Management, Financial Analysis, New Business Development, Banking, Mergers, Mergers & Acquisitions, CRM, Management, Leadership, Analysis, Business Strategy, Program Management, Executive Management, Strategy, Accounting, Marketing Strategy, PMO, E-commerce, Product Management, Enterprise Software, Business Process, Customer Acquisition, Finance, Business Intelligence, Integration, Cross-functional Team..., Sales, SDLC, Change Management, Business Process...
Education
CPA 1997 — 1997
CPA, Accounting
Richard Stockton College of New Jersey 1985 — 1987
Bachelor of Arts Degree, Accounting
Yankton College
Bank of America 2010 - Present
Merrill Lynch 2009 - 2010
American List Counsel 2004 - 2009
eCom 2002 - 2004
eCom 1999 - 2002
Prudential Insurance 1996 - 1999
First Fidelity Bank 1991 - 1996
Chase Manhattan Bank 1987 - 1991
Skills
Business Analysis, Process Improvement, Vendor Management, Financial Services, Strategic Planning, Payments, Electronic Payments, Account Management, Analytics, Budgets, Project Management, Financial Analysis, New Business Development, Banking, Mergers, Mergers & Acquisitions, CRM, Management, Leadership, Analysis, Business Strategy, Program Management, Executive Management, Strategy, Accounting, Marketing Strategy, PMO, E-commerce, Product Management, Enterprise Software, Business Process, Customer Acquisition, Finance, Business Intelligence, Integration, Cross-functional Team..., Sales, SDLC, Change Management, Business Process...
Education
CPA 1997 — 1997
CPA, Accounting
Richard Stockton College of New Jersey 1985 — 1987
Bachelor of Arts Degree, Accounting
Yankton College
Daniel Fischpan's Merrill Lynch Experience September 2011 - December 2012
Job Financial Analyst & Investment Advisor
Industry Financial Services
Experience
Candeo Capital May 2013 - Present
Candeo Capital May 2013 - Present
Merrill Lynch September 2011 - December 2012
Apple Inc. May 2010 - August 2011
Skills
Excel, Investments, Portfolio Management, Financial Planning, Wealth Management, Strategic Financial..., Finance, Financial Analysis, Retirement Planning, Microsoft Excel, Trading, Equities, Financial Advisory
Education
Fairleigh Dickinson University-Metropolitan Campus 2014 — 2016
Master of Business Administration (MBA), Finance, 3.9GPA
Richard Stockton College of New Jersey 2004 — 2008
Bachelor of Studies, Finance
Candeo Capital May 2013 - Present
Candeo Capital May 2013 - Present
Merrill Lynch September 2011 - December 2012
Apple Inc. May 2010 - August 2011
Skills
Excel, Investments, Portfolio Management, Financial Planning, Wealth Management, Strategic Financial..., Finance, Financial Analysis, Retirement Planning, Microsoft Excel, Trading, Equities, Financial Advisory
Education
Fairleigh Dickinson University-Metropolitan Campus 2014 — 2016
Master of Business Administration (MBA), Finance, 3.9GPA
Richard Stockton College of New Jersey 2004 — 2008
Bachelor of Studies, Finance
William Minter III's Merrill Lynch Experience August 2007 - November 2008
Job Financial Advisor, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2011 - Present
Morgan Stanley Wealth Management December 2008 - May 2011
Merrill Lynch August 2007 - November 2008
Merrill Lynch April 2006 - July 2007
Merrill Lynch July 2000 - March 2006
Skills
Finance, Retirement Planning, Asset Allocation, Tactical Asset..., Retirement Plan...
Education
University of Tulsa College of Law 1993 — 1996
JD, Law
Stetson University 1987 — 1991
Bachelor of Arts (B.A.), Majors Russian Studies / Political Science, Minors Business / French
Wells Fargo Advisors, LLC May 2011 - Present
Morgan Stanley Wealth Management December 2008 - May 2011
Merrill Lynch August 2007 - November 2008
Merrill Lynch April 2006 - July 2007
Merrill Lynch July 2000 - March 2006
Skills
Finance, Retirement Planning, Asset Allocation, Tactical Asset..., Retirement Plan...
Education
University of Tulsa College of Law 1993 — 1996
JD, Law
Stetson University 1987 — 1991
Bachelor of Arts (B.A.), Majors Russian Studies / Political Science, Minors Business / French
Neil Sullivan's Merrill Lynch Experience 1996 - 2002
Job VP at Pershing
Industry Financial Services
Experience
Pershing 2003 - Present
JPMorgan Chase 2002 - 2003
Merrill Lynch 1996 - 2002
Pershing 1995 - 1996
Dean Witter 1994 - 1995
Prudential Securities 1991 - 1994
Neil S. Sullivan & Associates 1988 - 1991
Trane 1986 - 1988
Education
Stevens Institute of Technology 1981 — 1986
Bachelor of Engineering, Mechanical
Pershing 2003 - Present
JPMorgan Chase 2002 - 2003
Merrill Lynch 1996 - 2002
Pershing 1995 - 1996
Dean Witter 1994 - 1995
Prudential Securities 1991 - 1994
Neil S. Sullivan & Associates 1988 - 1991
Trane 1986 - 1988
Education
Stevens Institute of Technology 1981 — 1986
Bachelor of Engineering, Mechanical
Camiel Canters's Merrill Lynch Experience May 2009 - July 2009
Job
Industry Apparel & Fashion
Experience
Flomotion, LLC October 2010 - Present
Roland George Investment Program August 2009 - May 2010
KCM Asset Management May 2009 - March 2010
Merrill Lynch May 2009 - July 2009
Stetson University May 2008 - May 2009
Skills
Dutch, Papiamentu, Spanish, Financial Analysis, Bloomberg Terminal, Thompson Reuters, Baseline, Morningstar, Microsoft Office, SAS, PowerPoint, Entrepreneurship, Finance, Investments, Leadership, Marketing, Microsoft Excel, Portfolio Management, Research, Social Media
Education
Stetson University 2010 — 2011
MBA, Finance
Stetson University 2006 — 2010
BBA, Finance
Flomotion, LLC October 2010 - Present
Roland George Investment Program August 2009 - May 2010
KCM Asset Management May 2009 - March 2010
Merrill Lynch May 2009 - July 2009
Stetson University May 2008 - May 2009
Skills
Dutch, Papiamentu, Spanish, Financial Analysis, Bloomberg Terminal, Thompson Reuters, Baseline, Morningstar, Microsoft Office, SAS, PowerPoint, Entrepreneurship, Finance, Investments, Leadership, Marketing, Microsoft Excel, Portfolio Management, Research, Social Media
Education
Stetson University 2010 — 2011
MBA, Finance
Stetson University 2006 — 2010
BBA, Finance
Isham Poe's Merrill Lynch Experience October 2014 - Present
Job Retirement Specialist
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Innovative Cleaning Company, LLC February 2013 - Present
Under Armour October 2011 - Present
LA Fitness December 2010 - September 2014
Richard Stockton College August 2008 - December 2010
Skills
Event Planning, PowerPoint, Time Management, Public Speaking, Social Networking, Training, Microsoft Office, Outlook, Customer Service, Retirement Benefits, Distribution, Management, Community Outreach, Sales, Social Media, Event Management, Nonprofits
Education
Stockton University 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Temple University - Fox School of Business and Management 2006 — 2008
Marketing/Marketing Management, General
Merrill Lynch October 2014 - Present
Innovative Cleaning Company, LLC February 2013 - Present
Under Armour October 2011 - Present
LA Fitness December 2010 - September 2014
Richard Stockton College August 2008 - December 2010
Skills
Event Planning, PowerPoint, Time Management, Public Speaking, Social Networking, Training, Microsoft Office, Outlook, Customer Service, Retirement Benefits, Distribution, Management, Community Outreach, Sales, Social Media, Event Management, Nonprofits
Education
Stockton University 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Temple University - Fox School of Business and Management 2006 — 2008
Marketing/Marketing Management, General
Beth Hutchins's Merrill Lynch Experience May 1985 - August 1988
Job Benefits Analyst at Munich Reinsurance America, Inc.
Industry Human Resources
Experience
Munich Reinsurance America, Inc. November 2012 - Present
Kenco Group, Inc. March 2012 - November 2012
Advantage Benefit Planning November 2010 - January 2012
Direct Group, LLC May 2000 - July 2010
Dow Jones June 1995 - May 2000
Sea-Land Service, Inc. November 1993 - June 1995
Sony Music Entertainment August 1988 - October 1993
Merrill Lynch May 1985 - August 1988
Education
Stockton University 1981 — 1985
BS, Accounting
Munich Reinsurance America, Inc. November 2012 - Present
Kenco Group, Inc. March 2012 - November 2012
Advantage Benefit Planning November 2010 - January 2012
Direct Group, LLC May 2000 - July 2010
Dow Jones June 1995 - May 2000
Sea-Land Service, Inc. November 1993 - June 1995
Sony Music Entertainment August 1988 - October 1993
Merrill Lynch May 1985 - August 1988
Education
Stockton University 1981 — 1985
BS, Accounting
Jerry Ely's Merrill Lynch Experience April 2001 - March 2004
Job Senior Design Engineer at Quadrant 4 Software Solutions (P) Ltd
Industry Education Management
Experience
Quadrant 4 Software Solutions (P) Ltd November 2014 - June 2015
Core ECS February 2009 - October 2014
Ocean Computer Group, Inc. September 2004 - February 2009
Merrill Lynch April 2001 - March 2004
McGraw-Hill Contruction August 1997 - March 2001
UPS 1990 - 1997
UPS 1990 - 1997
Skills
VMware Infrastructure, Cisco Technologies, Robotics, Network Architecture, Systems Analysis, Production Support, Software Engineering, IT Infrastructure..., Servers, Staff Development, Virtualization, Project Management, Process Improvement, Disaster Recovery, Cloud Computing, Strategic Planning, IT Operations, Data Center, VMware ESX, Management, Troubleshooting, Security, Vendor Management, Microsoft Exchange, IT Strategy, IT Management, ITIL, IT Service Management, Infrastructure, Project Planning, SDLC, Networking, SharePoint, System Administration, Integration, Business Continuity, Storage Area Networks, Network Security, Enterprise Architecture, VMware, High Availability, Quality Assurance, Server Architecture, System Deployment, SAN, Storage, Windows Server, Network Administration, DNS, Information Technology
Education
Richard Stockton College of New Jersey 1983 — 1987
Bachelor's degree, Computer Science
Quadrant 4 Software Solutions (P) Ltd November 2014 - June 2015
Core ECS February 2009 - October 2014
Ocean Computer Group, Inc. September 2004 - February 2009
Merrill Lynch April 2001 - March 2004
McGraw-Hill Contruction August 1997 - March 2001
UPS 1990 - 1997
UPS 1990 - 1997
Skills
VMware Infrastructure, Cisco Technologies, Robotics, Network Architecture, Systems Analysis, Production Support, Software Engineering, IT Infrastructure..., Servers, Staff Development, Virtualization, Project Management, Process Improvement, Disaster Recovery, Cloud Computing, Strategic Planning, IT Operations, Data Center, VMware ESX, Management, Troubleshooting, Security, Vendor Management, Microsoft Exchange, IT Strategy, IT Management, ITIL, IT Service Management, Infrastructure, Project Planning, SDLC, Networking, SharePoint, System Administration, Integration, Business Continuity, Storage Area Networks, Network Security, Enterprise Architecture, VMware, High Availability, Quality Assurance, Server Architecture, System Deployment, SAN, Storage, Windows Server, Network Administration, DNS, Information Technology
Education
Richard Stockton College of New Jersey 1983 — 1987
Bachelor's degree, Computer Science
MB (Mary Beth) Clinton's Merrill Lynch Experience March 2012 - Present
Job Client Associate at Merrill Lynch
Industry Mechanical or Industrial Engineering
Experience
Merrill Lynch March 2012 - Present
Vincent Crotty Memorial Foundation March 2011 - Present
Self January 2010 - Present
MWSK Equipment April 2008 - Present
Sacred Heart Parish January 2008 - Present
Organizers to the Rescue January 2005 - Present
Church of the Presentation September 2000 - June 2006
Ramapo Central School District September 2001 - June 2002
Becton Dickinson 1990 - 1996
Education
Stevens Institute of Technology 1989 — 1990
MS Technology Management, Technology Management
Stevens Institute of Technology 1986 — 1989
BEME, Mechanical Engineering Manufacturing Systems
Merrill Lynch March 2012 - Present
Vincent Crotty Memorial Foundation March 2011 - Present
Self January 2010 - Present
MWSK Equipment April 2008 - Present
Sacred Heart Parish January 2008 - Present
Organizers to the Rescue January 2005 - Present
Church of the Presentation September 2000 - June 2006
Ramapo Central School District September 2001 - June 2002
Becton Dickinson 1990 - 1996
Education
Stevens Institute of Technology 1989 — 1990
MS Technology Management, Technology Management
Stevens Institute of Technology 1986 — 1989
BEME, Mechanical Engineering Manufacturing Systems
Kevin Mundy, ARPC's Merrill Lynch Experience February 2006 - March 2008
Job Internal Wholesaler at 401(k) Direct
Industry Financial Services
Experience
401(k) Direct September 2015 - Present
Ascensus Consulting Services June 2014 - June 2015
ExpertPlan November 2009 - July 2014
UBS November 2008 - April 2009
Merrill Lynch February 2006 - March 2008
AXA Advisors January 2004 - March 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Employee Benefits, Financial Advisory, Finance, FINRA, Series 63, 401k, Securities, Wealth Management, Alternative Investments, Investments, Series 6, Defined Benefit, ERISA, Investment Advisory, Financial Services, Pensions, Relationship Management
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Arts, Political Science
Stockton University
Bachelor of Arts (B.A.), Political Science
401(k) Direct September 2015 - Present
Ascensus Consulting Services June 2014 - June 2015
ExpertPlan November 2009 - July 2014
UBS November 2008 - April 2009
Merrill Lynch February 2006 - March 2008
AXA Advisors January 2004 - March 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Employee Benefits, Financial Advisory, Finance, FINRA, Series 63, 401k, Securities, Wealth Management, Alternative Investments, Investments, Series 6, Defined Benefit, ERISA, Investment Advisory, Financial Services, Pensions, Relationship Management
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Arts, Political Science
Stockton University
Bachelor of Arts (B.A.), Political Science
Ankit Jiyani's Merrill Lynch Experience December 2010 - August 2011
Job SQL Server & BI Developer at Tory Burch
Industry Retail
Experience
Tory Burch September 2014 - Present
Sirius XM Radio Inc. May 2014 - August 2014
Nationstar Mortgage Retail January 2014 - April 2014
Sutter Health July 2013 - December 2013
University of Michigan Health System February 2013 - June 2013
Barclays Capital April 2012 - January 2013
Bridgewater Associates September 2011 - April 2012
Merrill Lynch December 2010 - August 2011
HI-TECH INFOSOFT January 2007 - April 2007
Skills
SSRS, SQL, Microsoft SQL Server, C#, SDLC, Data Warehousing, XML, T-SQL, SSIS, .NET, Business Analysis, Oracle, Databases, ETL
Education
Stevens Institute of Technology
Master's degree, Computer Science
Tory Burch September 2014 - Present
Sirius XM Radio Inc. May 2014 - August 2014
Nationstar Mortgage Retail January 2014 - April 2014
Sutter Health July 2013 - December 2013
University of Michigan Health System February 2013 - June 2013
Barclays Capital April 2012 - January 2013
Bridgewater Associates September 2011 - April 2012
Merrill Lynch December 2010 - August 2011
HI-TECH INFOSOFT January 2007 - April 2007
Skills
SSRS, SQL, Microsoft SQL Server, C#, SDLC, Data Warehousing, XML, T-SQL, SSIS, .NET, Business Analysis, Oracle, Databases, ETL
Education
Stevens Institute of Technology
Master's degree, Computer Science
Dominic Cuccia's Merrill Lynch Experience 1992 - 1994
Job Project Management Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 1998 - Present
Federal Home Loan Bank of New York 1994 - 1998
Merrill Lynch 1992 - 1994
Skills
Access, Business Analysis, Records Management, Data Quality, Data Analysis, Quality Assurance, Policy, Supervisory Skills, Project Management, Lotus Notes, Government, SDLC, Program Management, Integration, Vendor Management, Strategic Planning, Analysis, Management, Call Centers, Finance, Testing, MS Project, Teamwork, Requirements Analysis, Training, Coaching, Process Improvement, Project Planning, Banking, Customer Satisfaction, Customer Service, Proposal Writing, Leadership, Change Management, Financial Services, Performance Management, Time Management, Team Leadership, Risk Management, Budgets, Cross-functional Team..., Microsoft Office, CRM, Financial Modeling, IT Strategy, Team Building, Business Process..., PMO, Microsoft Excel
Education
University of Phoenix 1997 — 2000
MBA, Business Administration
Stockton University 1988 — 1992
BA, Political Science
Prudential Financial September 1998 - Present
Federal Home Loan Bank of New York 1994 - 1998
Merrill Lynch 1992 - 1994
Skills
Access, Business Analysis, Records Management, Data Quality, Data Analysis, Quality Assurance, Policy, Supervisory Skills, Project Management, Lotus Notes, Government, SDLC, Program Management, Integration, Vendor Management, Strategic Planning, Analysis, Management, Call Centers, Finance, Testing, MS Project, Teamwork, Requirements Analysis, Training, Coaching, Process Improvement, Project Planning, Banking, Customer Satisfaction, Customer Service, Proposal Writing, Leadership, Change Management, Financial Services, Performance Management, Time Management, Team Leadership, Risk Management, Budgets, Cross-functional Team..., Microsoft Office, CRM, Financial Modeling, IT Strategy, Team Building, Business Process..., PMO, Microsoft Excel
Education
University of Phoenix 1997 — 2000
MBA, Business Administration
Stockton University 1988 — 1992
BA, Political Science
Michael Thomas's Merrill Lynch Experience January 2007 - January 2008
Job Connecting innovative talent in the Media, Search and SEO space to opportunities at PHM
Industry Marketing and Advertising
Experience
Publicis Healthcare Communications Group October 2015 - Present
Publicis Healthcare Communications Group February 2014 - October 2015
TW interactive Search September 2012 - February 2014
Michael Page International October 2011 - September 2012
Lincoln Financial Group February 2008 - September 2011
Merrill Lynch January 2007 - January 2008
Skills
Business Development, New Business Development, CRM, Networking, Executive Search, Cold Calling, Talent Acquisition, Recruiting, Sourcing, Client Development, Account Management, Technical Recruiting, Direct Sales, Financial Services, Sales, Relationship Management, Applicant Tracking..., Consulting, Leadership, Contract Recruitment, Building Relationships, Internet Recruiting, Interviews, Lead Generation, Human Resources, Management, Salesforce.com, Talent Management, College Recruiting, Staffing Services, Permanent Placement, Temporary Staffing, Onboarding, Employee Benefits, Hiring, Screening Resumes, Customer Retention, Employee Training, Business Networking, Resume Writing, Employer Branding, Training, Vendor Management, Recruitment Advertising, Benefits Negotiation, Performance Management, Employee Relations, Employee Engagement, Screening, Relationship Building
Education
Richard Stockton College of New Jersey 2000 — 2005
BS, Business Management
South Brunswick High School 1996 — 2000
Publicis Healthcare Communications Group October 2015 - Present
Publicis Healthcare Communications Group February 2014 - October 2015
TW interactive Search September 2012 - February 2014
Michael Page International October 2011 - September 2012
Lincoln Financial Group February 2008 - September 2011
Merrill Lynch January 2007 - January 2008
Skills
Business Development, New Business Development, CRM, Networking, Executive Search, Cold Calling, Talent Acquisition, Recruiting, Sourcing, Client Development, Account Management, Technical Recruiting, Direct Sales, Financial Services, Sales, Relationship Management, Applicant Tracking..., Consulting, Leadership, Contract Recruitment, Building Relationships, Internet Recruiting, Interviews, Lead Generation, Human Resources, Management, Salesforce.com, Talent Management, College Recruiting, Staffing Services, Permanent Placement, Temporary Staffing, Onboarding, Employee Benefits, Hiring, Screening Resumes, Customer Retention, Employee Training, Business Networking, Resume Writing, Employer Branding, Training, Vendor Management, Recruitment Advertising, Benefits Negotiation, Performance Management, Employee Relations, Employee Engagement, Screening, Relationship Building
Education
Richard Stockton College of New Jersey 2000 — 2005
BS, Business Management
South Brunswick High School 1996 — 2000
Amit Basu's Merrill Lynch Experience 1999 - 2000
Job Manager Application Development at Large Global Hedge Fund
Industry Investment Management
Experience
Large Global Hedge Fund 2003 - Present
Lehman Brothers 2000 - 2002
Merrill Lynch 1999 - 2000
New York Life Insurance Company 1996 - 1999
J.P. Morgan 1994 - 1996
IBM (T. J. Watson Research Center) 1993 - 1994
Wipro Systems 1991 - 1993
Skills
Trading Systems, SQL, Business Analysis, Market Data, Portfolio Management, Derivatives, Agile Methodologies, Equities, Microsoft SQL Server, Software Development, Software Project..., Options, Enterprise Architecture, Requirements Analysis, SDLC, VBA, .NET
Education
Stevens Institute of Technology 2001 — 2002
Graduate Certification, Project Management
India 1988 — 1991
Master of Computer Applications (M.C.A.), Computer Software Engineering
Large Global Hedge Fund 2003 - Present
Lehman Brothers 2000 - 2002
Merrill Lynch 1999 - 2000
New York Life Insurance Company 1996 - 1999
J.P. Morgan 1994 - 1996
IBM (T. J. Watson Research Center) 1993 - 1994
Wipro Systems 1991 - 1993
Skills
Trading Systems, SQL, Business Analysis, Market Data, Portfolio Management, Derivatives, Agile Methodologies, Equities, Microsoft SQL Server, Software Development, Software Project..., Options, Enterprise Architecture, Requirements Analysis, SDLC, VBA, .NET
Education
Stevens Institute of Technology 2001 — 2002
Graduate Certification, Project Management
India 1988 — 1991
Master of Computer Applications (M.C.A.), Computer Software Engineering
Hammad Mahmood's Merrill Lynch Experience April 2007 - September 2011
Job IT Infrastructure Development Analyst at Colgate Palmolive
Industry Information Technology and Services
Experience
Colgate Palmolive April 2013 - Present
SureTech.com, Inc. January 2013 - March 2013
Bank of America September 2011 - May 2012
Merrill Lynch April 2007 - September 2011
Merrill Lynch June 2004 - April 2007
Skills
Windows System..., Desktop Administration, Data Center, HP Proliant, Dell PowerEdge Servers, PDU, Sun StorEdge, Fluke, HP Insight Manager, Shavlik, CNR, Veritas, Big Brother, Nagios, Microsoft Office, Visio, VMware, Citrix, TCP/IP, DHCP, DNS, WINS, SNMP, SSH, Telnet, Windows 7, Windows XP Pro, Windows Server, Ubuntu, Red Hat Linux
Education
Stevens Institute of Technology 1998 — 2003
Bachelor of Engineering (B.E.), Computer Engineering
Dickinson High School, Jersey City, NJ 1996 — 1998
Colgate Palmolive April 2013 - Present
SureTech.com, Inc. January 2013 - March 2013
Bank of America September 2011 - May 2012
Merrill Lynch April 2007 - September 2011
Merrill Lynch June 2004 - April 2007
Skills
Windows System..., Desktop Administration, Data Center, HP Proliant, Dell PowerEdge Servers, PDU, Sun StorEdge, Fluke, HP Insight Manager, Shavlik, CNR, Veritas, Big Brother, Nagios, Microsoft Office, Visio, VMware, Citrix, TCP/IP, DHCP, DNS, WINS, SNMP, SSH, Telnet, Windows 7, Windows XP Pro, Windows Server, Ubuntu, Red Hat Linux
Education
Stevens Institute of Technology 1998 — 2003
Bachelor of Engineering (B.E.), Computer Engineering
Dickinson High School, Jersey City, NJ 1996 — 1998
Debra Pacifico's Merrill Lynch Experience May 1999 - May 2004
Job Senior Cardiovascular Specialty Sales at Daiichi Sankyo
Industry Pharmaceuticals
Experience
Daiichi Sankyo August 2004 - Present
Merrill Lynch May 1999 - May 2004
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Sales, Sales Effectiveness, Sales Management, Sales Operations, Cardiology, Product Launch, Managed Care, Management, Leadership, Sales Presentations, Cross-functional Team..., Account Management
Education
Richard Stockton College of New Jersey 1997 — 1999
Bachelor of Science (BS), Finance, General
University of Rhode Island 1995 — 1997
Pre-Veterinary Studies
Daiichi Sankyo August 2004 - Present
Merrill Lynch May 1999 - May 2004
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Sales, Sales Effectiveness, Sales Management, Sales Operations, Cardiology, Product Launch, Managed Care, Management, Leadership, Sales Presentations, Cross-functional Team..., Account Management
Education
Richard Stockton College of New Jersey 1997 — 1999
Bachelor of Science (BS), Finance, General
University of Rhode Island 1995 — 1997
Pre-Veterinary Studies
Aamir Syed's Merrill Lynch Experience April 2000 - March 2001
Job Managing Principal at K2 Technologies
Industry Computer Software
Experience
K-2 Technologies June 2007 - Present
TESSCO Technologies February 2008 - May 2008
ThoughtDigital August 2005 - June 2007
Oracle Consulting March 2004 - August 2005
AT&T March 2001 - March 2004
Merrill Lynch April 2000 - March 2001
Hitachi Data Systems August 1999 - April 2000
AT&T February 1997 - August 1999
RIS Consulting Group January 1996 - February 1997
Skills
Functional..., Oracle R12 Financials, Oracle Applications, Oracle E-Business Suite, Purchase Orders, Procure-to-Pay, Oracle General Ledger, Consulting, Oracle Financial, Hyperion Enterprise, User Acceptance Testing, Gap Analysis, Oracle, Functional Requirements, Business Analysis, Oracle HR, Accounts Payable, Accounts Receivable, Financials, Fixed Assets, Management, Requirements Gathering, General Ledger, E-procurement, GL, Treasury, Cash Management, Cognos, Functional Design, Functional..., Data Conversion, Testing, Oracle Discoverer, OBIEE, Master Data Management, Financial Forecasting, Oracle Financials, Integration, Business Intelligence, Project Management
Education
Stevens Institute of Technology
Master of Science in Management (MSM), Management Science
K-2 Technologies June 2007 - Present
TESSCO Technologies February 2008 - May 2008
ThoughtDigital August 2005 - June 2007
Oracle Consulting March 2004 - August 2005
AT&T March 2001 - March 2004
Merrill Lynch April 2000 - March 2001
Hitachi Data Systems August 1999 - April 2000
AT&T February 1997 - August 1999
RIS Consulting Group January 1996 - February 1997
Skills
Functional..., Oracle R12 Financials, Oracle Applications, Oracle E-Business Suite, Purchase Orders, Procure-to-Pay, Oracle General Ledger, Consulting, Oracle Financial, Hyperion Enterprise, User Acceptance Testing, Gap Analysis, Oracle, Functional Requirements, Business Analysis, Oracle HR, Accounts Payable, Accounts Receivable, Financials, Fixed Assets, Management, Requirements Gathering, General Ledger, E-procurement, GL, Treasury, Cash Management, Cognos, Functional Design, Functional..., Data Conversion, Testing, Oracle Discoverer, OBIEE, Master Data Management, Financial Forecasting, Oracle Financials, Integration, Business Intelligence, Project Management
Education
Stevens Institute of Technology
Master of Science in Management (MSM), Management Science
Doug Doug (InsTech) Ramsey's Merrill Lynch Experience May 1996 - Present
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1996 - Present
Education
Stetson University 1984 — 1987
Bachelor of Science (BS), Computer Science
Merrill Lynch May 1996 - Present
Education
Stetson University 1984 — 1987
Bachelor of Science (BS), Computer Science
Kim Derry's Merrill Lynch Experience January 1996 - April 1997
Job Credit Support at Bank of America
Industry Banking
Experience
Bank of America April 1998 - Present
Barnett Bank January 1997 - April 1998
Merrill Lynch January 1996 - April 1997
Education
Stetson University 1995 — 1996
Bachelor's Degree, Business Administration and Management, General
Bank of America April 1998 - Present
Barnett Bank January 1997 - April 1998
Merrill Lynch January 1996 - April 1997
Education
Stetson University 1995 — 1996
Bachelor's Degree, Business Administration and Management, General
Debbie Snook's Merrill Lynch Experience September 1988 - June 1999
Job Sr. Vice President, Custody Specialist III, Team Lead at U.S. Trust, Bank of America
Industry Financial Services
Experience
U.S. Trust, Bank of America June 1999 - Present
Merrill Lynch September 1988 - June 1999
Education
Richard Stockton College of New Jersey
U.S. Trust, Bank of America June 1999 - Present
Merrill Lynch September 1988 - June 1999
Education
Richard Stockton College of New Jersey
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank