Merrill Lynch

Industry: Banking company

Description

Merrill 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.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Hasson Thomas Hasson Thomas Morristown, New Jersey Details
Hasson Thomas's Merrill Lynch Experience September 2005 - February 2006
Job Senior Analyst, Finance Revenue and Analytics at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless  August 2015 - Present
Verizon Wireless  May 2014 - July 2015
Motorola Solutions  February 2014 - May 2014
Bloomberg LP  February 2006 - July 2013
Merrill Lynch   September 2005 - February 2006

Skills
Data Analysis, VBA, SQL, Bloomberg Terminal, Microsoft Office, Salesforce.com, SAP, Windows, Databases, Oracle, Business Intelligence, Access, Business Analysis, Visio, Analytics

Education
The College of New Jersey   2000 — 2005
Bachelor of Science (B.S.), Management Information Systems, General

Irvington High School   1996 — 2000

Stuart E. Roberts Stuart E. Roberts Birmingham, Alabama Area Details
Stuart E. Roberts's Merrill Lynch Experience 1991 - 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  September 2012 - Present
Sterne Agee  August 2006 - September 2012
Merrill Lynch   1991 - 2006
Georgia Pacific Corporation  April 1986 - April 1991

Skills
Finance, Securities, Retirement Planning, Customer Service, CRM, Sales, Financial Analysis, Insurance, Risk Management, Retail, Strategic Investment...

Education
The Citadel   1979 — 1983
BA, Business Administration

Jonathan Bagby Jonathan Bagby Philadelphia, Pennsylvania Details
Jonathan Bagby's Merrill Lynch Experience September 1999 - Present
Job computer programmer at merrill lynch
Industry Financial Services
Experience
Merrill lynch   September 1999 - Present
Carrier Foundation Behavioral Health   May 1996 - September 1999

Skills
Fixed Income, Trading Systems, SDLC, Microsoft SQL Server, Equities, Electronic Trading, SQL, Business Analysis, Agile Methodologies, Derivatives

Education
The College of New Jersey   1990 — 1996
Bachelor of Science (BS), Computer Science

Kristian Marquez Kristian Marquez Charleston, South Carolina Area Details
Kristian Marquez's Merrill Lynch Experience January 2012 - May 2012
Job Management Development Program
Industry Logistics and Supply Chain
Experience
TCW  July 2014 - Present
Allied Reliability Group  April 2014 - June 2014
MSC Mediterranean Shipping Co. S.A.   April 2013 - April 2014
Hannaford Supermarkets  June 2009 - February 2013
Merrill Lynch   January 2012 - May 2012
The Citadel  August 2008 - May 2012

Skills
Time Management, Leadership, Customer Service, Public Speaking, Leadership Development, Team-oriented, Critical Thinking, Microsoft Office, Supervisory Skills, Teamwork, Data Analysis, Analysis, Outlook, Higher Education, PowerPoint, Social Networking, Microsoft Excel, Microsoft Word, Presentations, Logistics, Recruiting, Team Building, Operations Management

Education
The Citadel   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration

Andrew Kane Andrew Kane Philadelphia, Pennsylvania Details
Andrew Kane's Merrill Lynch Experience January 1997 - August 1997
Job IT Instructor at ITTTech
Industry Information Technology and Services
Experience
ITT-Tech  August 2013 - Present
Metropolitan Career Center  March 2009 - August 2013
Achieving Independence Center  December 2003 - March 2009
CompuTeach, NetTrain, Cittone Institute, Princeton Institute of Technology, Thompson Institute   2000 - 2003
AmeriTrain   1997 - 2000
Computer Learning Center  August 1997 - December 1997
Merrill Lynch   January 1997 - August 1997
The College of New Jersey  1993 - 1996

Skills
Servers, Active Directory, Windows 7, Operating Systems, Hardware, DNS, Routers, Computer Hardware, CompTIA, Laptops, Troubleshooting, Security+, Suse, Cisco Technologies, Windows Server, Printers, Workstations, OS X, Technical Support, Windows, SuSe Linux, A+ Certified, Cisco CCNA, XP, CCNA, Cloud Computing, Computer Repair, Windows XP

Education
Strayer University - Center City - Philadelphia, PA   2014 — 2017
Master's Degree, Management Information Systems

The College of New Jersey   1992 — 1996

Lawrence High School

Chris Petty Chris Petty Lexington, South Carolina Details
Chris Petty's Merrill Lynch Experience September 2010 - May 2013
Job Owner at Budget Blinds of Lexington
Industry Financial Services
Experience
Budget Blinds of Lexington   April 2015 - Present
Citadel Holdings, LLC   March 2015 - Present
Stratos Wealth Partners  May 2013 - March 2015
Merrill Lynch   September 2010 - May 2013
United States Army  June 2009 - September 2010
US Army  March 2008 - June 2009
US Army  May 2007 - March 2008

Skills
Small Business, Marketing, Leadership, Sales, Business Development, Management, Networking

Education
The Citadel   2002 — 2006
BA, Business Administration

Troy University
MS, International Relations

Charles Gorman Charles Gorman Princeton, New Jersey Details
Charles Gorman's Merrill Lynch Experience June 2014 - August 2014
Job Global Markets Data Analyst
Industry Information Technology and Services
Experience
Bloomberg LP  June 2015 - Present
Merrill Lynch   June 2014 - August 2014
Wilentz, Goldman & Spitzer   May 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Outlook, Data Entry, Access, Facebook

Education
The College of New Jersey   2011 — 2015

Rich Faria, CIMA ® Rich Faria, CIMA ® Greater Detroit Area Details
Rich Faria, CIMA ®'s Merrill Lynch Experience August 2010 - May 2014
Job Regional Sales Director
Industry Financial Services
Experience
Highland Capital Management, L.P.   May 2014 - Present
Merrill Lynch   August 2010 - May 2014
Cohen & Steers  August 2008 - April 2010
Cohen & Steers  May 2005 - August 2008
Merrill Lynch   January 2004 - June 2005

Skills
Client Relationship..., Sales Driven, Business Management, Cross Selling, Mutual Funds, Series 7, Series 66, Chartered Investment..., Uniform Combined State..., CRM, Sales, Investment Advisory, Alternative Investments, ETFs, Investments, Series 63, FINRA, Investment Management, Asset Allocation, Investment Strategies, Management, Series 24, Separately Managed..., Financial Advisory, Portfolio Management

Education
The College of New Jersey   1999 — 2003
B.S, Finance

The College of New Jersey   1999 — 2003
Bachelor of Science, Finance Concentration

Christopher Matta Christopher Matta Greater New York City Area Details
Christopher Matta's Merrill Lynch Experience May 2010 - August 2010
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2012 - Present
Goldman Sachs  June 2011 - August 2011
Ethicon, Inc  January 2011 - May 2011
Merrill Lynch   May 2010 - August 2010

Skills
Financial Analysis, Financial Modeling, Valuation, Equities, Economics, Derivatives, Data Analysis, Bloomberg, Capital Markets, Fixed Income, Bloomberg Terminal, Hedge Funds

Education
The College of New Jersey   2008 — 2012
BS, Economics, Minor in Finance

Angelo Ciliento, CFP® Angelo Ciliento, CFP® Scottsdale, Arizona Details
Angelo Ciliento, CFP®'s Merrill Lynch Experience October 1988 - December 2000
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
UBS Financial  December 2000 - February 2009
Merrill Lynch   October 1988 - December 2000

Skills
Public Speaking, Retirement Planning, Investments, Financial Analysis, Asset Management, Insurance, Financial Services, Risk Management, Asset Allocation

Education
The College of New Jersey   1976 — 1980
Bachelor's degree, Political Science and Government

Joe Tartaglia Joe Tartaglia Greater New York City Area Details
Joe Tartaglia's Merrill Lynch Experience 2003 - 2007
Job Senior Designer, Brand Management at Lord, Abbett & Co. LLC
Industry Marketing and Advertising
Experience
Lord, Abbett & Co. LLC   November 2014 - Present
Tartaglia Creative   1997 - Present
Creative Art Direction and Design   May 2012 - August 2015
The BOSS Group  2012 - July 2013
The Agency Inside Harte-Hanks  2008 - 2012
Merrill Lynch   2003 - 2007
Brandesign   2002 - 2003
Zullo Advertising and Design   2000 - 2002
Creative Marketing Alliance  1997 - 2000
Firehouse Marketing Communications   1995 - 1997

Skills
Creative Direction, Brand Developement, POP design, Retail Packaging, Corporate Identity, Logo Design, Multi-channel Marketing, Art Direction, Social Media Marketing, Publication Development, Exhibit Design, Brand Development, Adobe Creative Suite, InDesign, Concept Development, Packaging, Brochures, Creative Strategy, Advertising, Direct Mail, Graphic Design, Branding & Identity, QuarkXPress, Direct Marketing, Marketing Communications, Interaction Design, Brand Management, Collateral, Corporate Branding, Photography, Marketing, Website Development

Education
The College of New Jersey   1989 — 1993
BFA, Advertising/Graphic Design

Red Bank Regional High School   1985 — 1989

Brandon Davin Brandon Davin Greater New York City Area Details
Brandon Davin's Merrill Lynch Experience September 2010 - December 2010
Job Performance Analyst at BNP Paribas Investment Partners
Industry Investment Management
Experience
BNP Paribas Investment Partners  October 2014 - Present
BNP Paribas Investment Partners  February 2014 - October 2014
BNP Paribas Investment Partners  February 2013 - February 2014
Pelican Resource Group, LLC   July 2011 - February 2013
TACS   January 2010 - May 2011
Merrill Lynch   September 2010 - December 2010

Skills
CMSI, Nortridge Loan Systems, Analysis, Banking, Financial Analysis, Microsoft Office

Education
The College of New Jersey   2007 — 2011
Bachelor of Science, Business Administration - Finance

West Deptford High School   2004 — 2007

Patricia Rooney, PHR Patricia Rooney, PHR Greater Philadelphia Area Details
Patricia Rooney, PHR's Merrill Lynch Experience January 1986 - June 2008
Job Executive Human Resources Leader
Industry Human Resources
Experience
Parx Casino and Racing   June 2012 - Present
UniTek Global Services  September 2010 - June 2012
Bristol-Myers Squibb  January 2006 - May 2010
Merrill Lynch   January 1986 - June 2008
Philadelphia Insurance Companies  January 2004 - January 2006

Skills
Employee Relations, Performance Management, Employee Benefits, Organizational..., Deferred Compensation, Recruiting, Change Management, Personnel Management, Training, Insurance, Financial Services, Informatics, Casino Gaming, Leadership, Management, Sourcing, Human Resources, Leadership Development, Succession Planning, HR Policies, Coaching, Program Management, Policy, Onboarding

Education
The College of New Jersey   1981 — 1985
Bachelor of Science, Business/Accounting

Villanova University

Atiyyah Smythe Atiyyah Smythe Orange, New Jersey Details
Atiyyah Smythe's Merrill Lynch Experience October 2011 - May 2012
Job Customer Service Representative at Gamesys
Industry Financial Services
Experience
Gamesys  April 2014 - Present
Xerox Corp/ACS inc   August 2012 - October 2013
Merrill Lynch   October 2011 - May 2012

Skills
Microsoft Office 2007, Adobe Design Programs, Customer Service, Customer Support, Help Desk Support, Technical Support

Education
The College of New Jersey   2008 — 2011
N/A

Irvington High School   2004 — 2008
High school diploma, general

Lawrence O'Brien Lawrence O'Brien Charleston, South Carolina Area Details
Lawrence O'Brien's Merrill Lynch Experience June 1991 - June 1997
Job Chief Learning Officer at Mendoza + O'Brien, LLC
Industry Human Resources
Experience
Mendoza + O'Brien, LLC   January 2015 - Present
Prudential Financial  June 2002 - December 2014
Robert Half Technology  June 2001 - July 2002
Prudential Financial  June 1997 - June 2001
Merrill Lynch   June 1991 - June 1997

Skills
Talent Management, Executive Coaching, Leadership Development, Performance Management, Leadership, 360 Feedback, Management Development, MBTI, Strategy, Talent Acquisition, Situational Leadership, Coaching, Team Building, Management, Instructional Design, E-Learning, Succession Planning, Human Capital, Sourcing, Fluent in Spanish, Presentation Skills, Human Capital Strategy, PHR, Profilor Certification, Competency Management, Organizational..., Training ROI, Training, Change Management

Education
Goal Imagery   2015 — 2015
Associate Certified Coach (ACC), Coaching

University of North Florida   1994 — 1997
MA, Human Resources

The College of New Jersey   1987 — 1991
BS, Finance

Christian Brothers Academy

Christian Brothers Academy

Goal Imagery
Associate Certified Coach (ACC)

Goal Imagery

Darrel Frater Darrel Frater Trenton, New Jersey Details
Darrel Frater's Merrill Lynch Experience June 2014 - August 2014
Job Management Trainee at Blinds To Go
Industry Accounting
Experience
Blinds To Go  January 2015 - Present
Urban Student's Bridge to Success   March 2012 - Present
The College of New Jersey  April 2013 - May 2015
Merrill Lynch   June 2014 - August 2014

Skills
Leadership, Mentoring, Management, Sales, Financial Analysis, Accounting, Microsoft Office, Auditing, Strategic Planning, Analysis, Microsoft Excel, Financial Reporting, Budgets, Managerial Finance, Financial Modeling, Business Strategy, Management Consulting, Finance, Financial Accounting, Business Planning, Bookkeeping, PowerPoint, Research

Education
The College of New Jersey   2011 — 2015
Bachelor of Science (BS), Accounting

Justin Westmoreland Justin Westmoreland Jacksonville, Florida Details
Justin Westmoreland's Merrill Lynch Experience September 2010 - January 2011
Job Accounting Controller
Industry Accounting
Experience
Corner Lot Properties  February 2013 - Present
iCache Inc   March 2012 - November 2012
SCANA  September 2011 - March 2012
Merrill Lynch   September 2010 - January 2011
Scott Marketing Group   June 2009 - August 2009
Cherokee Valley Golf Course   September 2005 - August 2007

Skills
Customer Service, Leadership, Team Leadership, Business Development, Team Building, Strategic Planning, Time Management, Operations Management, Microsoft Office, Business Strategy, Public Speaking, Project Management, Management, New Business Development, Project Delivery, Analysis, Strategy, Sales, Training, Program Management

Education
The Citadel   2007 — 2011
Bachelor of Science (B.S.), Business Administration

Blue Ridge High

Akshay Dargan Akshay Dargan Somerset, New Jersey Details
Akshay Dargan's Merrill Lynch Experience April 2013 - Present
Job Project Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2013 - Present
Merrill Lynch   December 2012 - March 2013
Merrill Lynch   June 2010 - June 2012
Bon Appetit Fine Foods   August 2009 - March 2010
Prejudice and Development Lab at The College of New Jersey   January 2009 - May 2009
The College of New Jersey  August 2007 - December 2007
Memory and Aging Lab at The College of New Jersey   May 2007 - August 2007

Skills
Customer Service, Microsoft Office, Creative Writing, Business Analysis, Critical Thinking, Analytical Reasoning, Problem Solving, Oral & Written...

Education
The College of New Jersey   2005 — 2010
Bachelor of Arts (B.A.), Cognitive Psychology, Photography

Rutgers Preparatory School   2001 — 2005

Trevar Broughton Trevar Broughton Norfolk, Virginia Area Details
Trevar Broughton's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2011 - Present
Bally Total Fitness  July 2008 - May 2012

Skills
Asset Managment, Sales Management, Sales, Direct Sales, PowerPoint, Problem Solving, Consulting, Fitness Training, Fitness Instruction, Personal Training, Employee Training, Microsoft Excel, Microsoft Word

Education
The Citadel   2004 — 2008
Bachelor of Science (B.S.)

Lucius Donaldson Lucius Donaldson Greater Philadelphia Area Details
Lucius Donaldson's Merrill Lynch Experience 2012 - 2012
Job Process Lead/Migration Project Manager at Xceed Group
Industry Management Consulting
Experience
Xceed Group  February 2015 - Present
Harbor Partners LLC (Kaiser Permanente)   October 2014 - December 2014
Bank of America  October 2012 - August 2013
New York Life Insurance Company  May 2010 - March 2012
Merrill Lynch   2012 - 2012
Resources Global Professionals  June 2008 - January 2009
Towers Perrin  September 2006 - November 2007
BEARINGPOINT  February 2005 - August 2006
INDEPENDENT MANAGEMENT CONSULTANT  January 2003 - January 2005
PricewaterhouseCoopers  August 1998 - August 2002

Skills
Business Process..., ITIL, Six Sigma, Visio, Microsoft Excel, PowerPoint, Business Objects, IT Strategy, IT Service Management, IT Transformation, Remedy Ticketing System, CMDB, Voice of the Customer, SIPOC, RACI, Process Flow..., Organizational Design, IT assessment, Management Consulting, Information Technology, Management, Consulting, Process Improvement, Business Analysis, Change Management, Project Management, Strategy, Program Management, Project Portfolio..., PMO, Strategic Planning, SDLC, Vendor Management, IT Management, Executive Management, PMP

Education
The College of New Jersey
BS, Computer Science

The University of Texas at Austin - The Red McCombs School of Business
MBA, Information Management

Villanova University

Debra Whitfield - Ptolemy Debra Whitfield - Ptolemy Charleston, South Carolina Area Details
Debra Whitfield - Ptolemy's Merrill Lynch Experience 1988 - 1992
Job Real Estate & Housing Consultant for Clients Age "55 PLUS"
Industry Real Estate
Experience
Coldwell Banker United  July 2005 - Present
AARP  March 2009 - December 2012
Town of Mt. Pleasant SC Adult Population Advisory Committee   October 2009 - August 2010
Harbourtowne Real Estate   January 2004 - July 2006
Mass Mutual  2002 - 2005
J K Harris Financial Planning   2000 - 2002
Magnolia Asset Management   1992 - 2000
Merrill Lynch   1988 - 1992

Skills
Real Estate, Sellers, Seniors, Relocation, Selling, Property, Marketing, Vacation Homes, Short Sales, Management, Investments, New Homes, Negotiation, Contract Negotiation, Residential Homes, Real Estate Transactions, Senior Real Estate, Investment Properties, Condos, Referrals, Foreclosures, First Time Home Buyers, REO, Single Family Homes, Buyer Representation, Luxury, Real Property, Listings, New Home Sales, Buyers, Sales

Education
The College of New Jersey
Business Adm/Computer Science

Christopher Sylvester Christopher Sylvester Greater New York City Area Details
Christopher Sylvester's Merrill Lynch Experience April 2010 - September 2011
Job Retirement Education Specialist
Industry Banking
Experience
Bank of America  September 2011 - Present
Merrill Lynch   April 2010 - September 2011
Merrill Lynch   October 2008 - April 2010

Education
The College of New Jersey   2003 — 2007
Bachelors, Business

Evan Kendis Evan Kendis Basking Ridge, New Jersey Details
Evan Kendis's Merrill Lynch Experience September 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2005 - Present
Edward Jones  May 1997 - August 2005

Skills
Portfolio Management, Estate Planning, Financial Analysis, Investments, Series 7, Financial Services, Financial Planning, Capital Markets, Risk Management, Securities, Equities, Retirement Planning, Process Improvement

Education
The College of New Jersey

Matt Watson, AIF®, C(k)P® Matt Watson, AIF®, C(k)P® Charleston, South Carolina Area Details
Matt Watson, AIF®, C(k)P®'s Merrill Lynch Experience 1999 - 2009
Job First Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  March 2009 - Present
Merrill Lynch   1999 - 2009

Skills
Retirement Plan..., 401k, Qualified Retirement..., Asset Allocation, ETFs, Employee Benefits, Defined Benefit, Retirement Planning, ERISA, ESOP, Cash Balance, Profit Sharing, Investment Due Diligence, Benchmarking Analysis, Retirement Readiness, Employee Education

Education
UCLA Anderson School of Management Executive Education   2012 — 2013
The Retirement Advisor University, C(k)P Designation

The Citadel   1993 — 1997
BA, Psychology

Anthony Valente Anthony Valente Charlotte, North Carolina Area Details
Anthony Valente's Merrill Lynch Experience 2004 - March 2005
Job Vice President, Business Development at Portfolio Pathway, LLC
Industry Financial Services
Experience
Portfolio Pathway LLC   June 2008 - Present
Pershing  March 2005 - June 2008
Merrill Lynch   2004 - March 2005
Merrill Lynch   2002 - 2004

Skills
New Business Development, Business Relationship..., Software Project..., Series 7, Wealth Management, Investment Advisory, Portfolio Management, Securities, Series 24, Investment Management, Series 63, Financial Services, Relationship Management, Vendor Management, Business Development, Business Process...

Education
The College of New Jersey   1998 — 2002
BSBA, Information Systems Management

Dave Lauer Dave Lauer Jacksonville, Florida Details
Dave Lauer's Merrill Lynch Experience December 1997 - March 1999
Job Chief Information Officer at Auditmacs
Industry Information Technology and Services
Experience
Auditmacs  October 2013 - Present
Harden  April 2012 - October 2013
CareSpot (formerly Solantic)   September 2009 - April 2012
KeHE Distributors Inc (formerly Tree of Life)   November 2007 - September 2009
City of Jacksonville  September 2003 - October 2007
Enterprise Integration  September 2000 - September 2003
Enterprise Integration  March 1999 - September 2000
Merrill Lynch   December 1997 - March 1999
Merrill Lynch   June 1994 - December 1997
Merrill Lynch   January 1994 - June 1994

Skills
Enterprise IT Strategy, Enterprise IT..., Software Development..., Strategic Planning, Database Administration, Service Delivery, Microsoft SQL Server, Business Intelligence, Process Improvement, Lean Management, Web Development, ITIL (Foundation..., Problem Solving, Virtual, Cloud, &..., Networking &..., Innovation, Communication, Document Management, Compliance, Data Warehousing, Change Management, CRM, Analysis, Cloud Computing, Vendor Management

Education
Rutgers University
Bachelor of Science (BS)

The Citadel

William Courchesne William Courchesne San Francisco Bay Area Details
William Courchesne's Merrill Lynch Experience January 2010 - May 2010
Job 1LT in California National Guard
Industry Military
Experience
California National Guard  May 2011 - Present
Reed's Indoor Range   October 2011 - August 2013
Merrill Lynch   January 2010 - May 2010
Twisters Gymnastics  May 2009 - August 2009

Skills
Valuation, DCF, Comparative Analysis, Financial Modeling, Leadership, Military, Portfolio Management, Financial Analysis, Military Operations, Public Speaking, Business Development, Logistics, Business Strategy, Microsoft Office, Investments, Accounting, Mutual Funds, Analysis, Operational Planning, Army, Management, Command, PowerPoint, Microsoft Excel, Time Management

Education
The Citadel   2007 — 2011
Bachelor of Science, Business Administration

Harker Academy   2003 — 2007

Jason Russell Jason Russell New York, New York Details
Jason Russell's Merrill Lynch Experience January 2006 - April 2006
Job Vice President, Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  January 2015 - Present
Morgan Stanley  April 2014 - December 2014
Cowen and Company  January 2014 - March 2014
Cowen and Company  July 2010 - December 2013
Cowen and Company  July 2007 - June 2010
Pali Capital  May 2006 - July 2006
Merrill Lynch   January 2006 - April 2006
Pratt & Whitney  May 2005 - July 2005

Skills
Leadership, Mergers & Acquisitions, Project Management, Investment Banking, Valuation, Trading, Financial Modeling, Portfolio Management, Capital Markets, Equities, Private Equity, Corporate Finance, M&A experience, Venture Capital, Investments

Education
The Citadel   2003 — 2007
B.S., Business Administration (Accounting), Minor in Spanish

Eddie Matthews Eddie Matthews Greater New York City Area Details
Eddie Matthews's Merrill Lynch Experience July 2008 - May 2010
Job M&M Housing
Industry Financial Services
Experience
Goldman Sachs  August 2010 - Present
Weidel Realtors  June 2009 - Present
M&M Housing LLC   April 2009 - Present
Merrill Lynch   July 2008 - May 2010
Goldman Sachs  June 2007 - September 2007

Skills
Real Estate, Property Management, Valuation, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Sales, Microsoft Office, Microsoft Word, Financial Reporting, Marketing, Strategic Planning, Marketing Strategy, Customer Service, New Business Development, Social Media Marketing, Event Planning, Budgets, Outlook, Accounting, Negotiation, Wealth Management, PowerPoint

Education
The College of New Jersey   2004 — 2008
BS, Finance

Beverly Weidner Beverly Weidner Greater New York City Area Details
Beverly Weidner's Merrill Lynch Experience 1986 - 1994
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  November 2012 - May 2014
JPMorgan Chase  October 2011 - November 2012
Diversified Systems  2010 - September 2011
PMTV  January 2010 - June 2011
JPMorgan Chase  1994 - 2010
Belmonti Productions   1985 - 1998
Merrill Lynch   1986 - 1994
Financial News Network  1981 - 1984

Skills
Broadcast, Sound, Video, Video Conferencing, Video Production, Multimedia, Television, New Media, Streaming Media, Management, Digital Video, Strategic Partnerships, Video Editing, Digital Media, Production Managment, AV, Entertainment, Producing, Camera

Education
The College of New Jersey   1964 — 1968
BS, Mathematics & Education

Will Fuller Will Fuller Greater Philadelphia Area Details
Will Fuller's Merrill Lynch Experience 1996 - 2008
Job President, Lincoln Financial Group Distribution at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  October 2012 - Present
YPO-WPO  January 2011 - Present
Lincoln Financial Group  January 2009 - Present
Merrill Lynch   1996 - 2008

Education
The Citadel   1989 — 1993
BS, Business and Finance

Walter M. Williams   1985 — 1989

Jonathan Louie Jonathan Louie Greater New York City Area Details
Jonathan Louie's Merrill Lynch Experience July 2006 - May 2010
Job Director, Research Technology at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank  August 2014 - Present
Morgan Stanley  April 2010 - July 2014
Merrill Lynch   July 2006 - May 2010
Merrill Lynch   July 2004 - July 2006
Governor's School of New Jersey   September 2002 - June 2004

Skills
SDLC, Business Analysis, CRM, Marketing Automation, Business Intelligence, Sales Enablement, Salesforce.com, Eloqua, Integration, Financial Services, Project Management, Wealth Management, Research, Mutual Funds, Investments, Management, Fixed Income, Equities, Vendor Management, Offer Management, Business Requirements, Analytics

Education
The College of New Jersey   2000 — 2004
BS, Business (Information Systems Management)

Drew Rosenfeld Drew Rosenfeld Greater New York City Area Details
Drew Rosenfeld's Merrill Lynch Experience July 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2007 - Present

Skills
Retirement Planning, Series 7, Wealth Management, Financial Planning, Investments, Series 66, IPO, Insurance Planning, Education Planning, Mortgage Lending, Portfolio Management, Uniform Combined State..., Alternative Investments, Bloomberg, CRM, Finance, Financial Advisory, Financial Planners, Mutual Funds, Series 63, Strategic Financial..., Investment Advisory, Management

Education
The College of New Jersey   2003 — 2007
Business, Finance

John Moorman John Moorman Columbia, South Carolina Area Details
John Moorman's Merrill Lynch Experience August 1986 - January 1999
Job
Industry Investment Management
Experience
Anchor Investment Management, LLC   2004 - Present
JCBradford/UBS   January 1999 - November 2004
Merrill Lynch   August 1986 - January 1999

Skills
Investment Management, Investments, Portfolio Management, Leadership, Strategic Planning, Finance, Financial Planning, Estate Planning, Marketing, Mergers & Acquisitions, Asset Management

Education
The Citadel   1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General

Janine O'Brien Janine O'Brien West Orange, New Jersey Details
Janine O'Brien's Merrill Lynch Experience 1996 - 1997
Job Digital Marketing Specialist at Lincoln Educational Services
Industry Marketing and Advertising
Experience
Lincoln Educational Services  June 2014 - Present
Big Step Interactive   2013 - May 2014
BomserPayan Marketing and Advertising Agency  2011 - 2013
BomserPayan Marketing and Advertising Agency  2010 - 2011
A.M. Best Company   1997 - 2009
Merrill Lynch   1996 - 1997

Skills
Social Media Strategist, Online Advertising, Organic Search, Google Analytics, Email Marketing, Digital Marketing, Social Media Measurement, Google Adwords, Client Liaison, Web Content Management, Media Planning, Event Management, Public Relations, Brand Management, PPC, Online Reputation..., Corporate Blogging, Web Analytics, Social Media Marketing, Copywriting, Social Media, SEM, Facebook, Advertising, Market Analysis, Marketing, CRM, Digital Media, Management

Education
The College of New Jersey   1991 — 1995
B.S., Marketing

East Brunswick High School

Andrew Mastro, CFA, CAIA Andrew Mastro, CFA, CAIA Greater Philadelphia Area Details
Andrew Mastro, CFA, CAIA's Merrill Lynch Experience 2005 - November 2014
Job Executive Director at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners  December 2014 - Present
Merrill Lynch   2005 - November 2014

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Private Equity, Investment Management, Real Estate, Credit, Non-Traditional Mutual..., Wealth Management, Sales

Education
The College of New Jersey   2001 — 2005
Bachelor's Degree, Business Administration

CFA Institute

Chartered Alternative Investment Analyst Association (CAIA)

David Kinney David Kinney Greater New York City Area Details
David Kinney's Merrill Lynch Experience 2012 - 2012
Job Investment Professional skilled in the areas of Manager Due Diligence, Asset Allocation, and Defined Contribution
Industry Investment Management
Experience
Cenlar FSB  November 2014 - Present
The Concord Advisory Group, Ltd.   June 2013 - June 2014
The Concord Advisory Group, Ltd.   July 2012 - June 2013
Merrill Lynch   2012 - 2012

Skills
Economic Research, Bloomberg Terminal, Modern Portfolio Theory, Portfolio Management, Due Diligence, Target Date Funds, Mutual Funds, Separately Managed..., Performance Attribution, Defined Contribution, Investment Policy..., Equities Research, Computer Repair, Computer Maintenance, Equities, Data Analysis, Finance, Microsoft Office, Financial Analysis, Asset Allocation, eVestment Alliance, Microsoft Excel, PowerPoint, Adobe Acrobat, 401k, Performance Reporting, Investments, Morningstar, Microsoft Word

Education
The College of New Jersey
Bachelor of Science (B.S.), Finance, General

John Marshall III, MBA, CRPC® John Marshall III, MBA, CRPC® Greater New York City Area Details
John Marshall III, MBA, CRPC®'s Merrill Lynch Experience September 2010 - June 2012
Job Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
Merrill Edge  July 2012 - Present
Merrill Lynch   September 2010 - June 2012
AIG United Guaranty  August 2006 - July 2009
AIG United Guaranty  November 2004 - August 2006
Merrill Lynch   November 1999 - July 2002

Skills
Series 7, Series 63, Securities, Pensions, Mutual Funds, Leadership, Investments, Insurance, Financial Services, Fixed Income, Financial Analysis, Finance, 401k

Education
University of Kentucky   2002 — 2003
MBA, Marketing

The College of New Jersey   1993 — 1998
BA, Psychology

Elliott Sperr Elliott Sperr Charleston, South Carolina Details
Elliott Sperr's Merrill Lynch Experience July 2012 - August 2012
Job Sales Representative at Security 101
Industry Security and Investigations
Experience
Security 101  September 2014 - Present
Northeast Harbor Tennis Club   June 2014 - August 2014
Northeast Harbor Tennis Club   June 2013 - August 2013
Merrill Lynch   July 2012 - August 2012

Skills
Public Speaking, PowerPoint, Microsoft Office, Research, Microsoft Word, Time Management, Microsoft Excel, Teamwork, Leadership, Facebook, Event Planning, Fundraising, Social Networking

Education
The Citadel   2010 — 2014
Bachelor's Degree, Business Administration

Porter Gaud School   2006 — 2010

Mike Bisesti CFA PMP Mike Bisesti CFA PMP Greater New York City Area Details
Mike Bisesti CFA PMP's Merrill Lynch Experience 2006 - 2008
Job Enterprise Program Manager at MetLife; Chairman of the Board at Easter Seals NJ
Industry Insurance
Experience
Easter Seals New Jersey  2013 - Present
MetLife  2010 - Present
Easter Seals New Jersey  June 2011 - Present
MetLife  2008 - 2010
Merrill Lynch   2006 - 2008
Merrill Lynch   2002 - 2006
Merrill Lynch   2000 - 2002
Citigroup  1997 - 2000
Bloomberg  1995 - 1997

Skills
Vendor Management, Contract Negotiation, Process Improvement, Financial Management, Program Management, Negotiation, Budgeting, Team Building, Strategic Planning, Change Management, Outsourcing, Contract Management, Budget Management, Problem Solving, Microsoft Office, Cross-functional Team..., Team Management, Forecasting, Team Leadership, People Management, Compliance, Six Sigma, PowerPoint, Excel, PMO, Portfolio Management, SDLC, Executive Management, PMP, Resource Management, Process Engineering, Mentoring, Business Process..., Vendor Relations, Project Planning, Integration, IT Strategy, IT Management, Planning, Business Analysis, Project Portfolio..., MS Project, Business Process, Business Intelligence, Financial Analysis, Analysis, Visio, Requirements Analysis, Coaching, Business Management

Education
Villanova University   2004 — 2004
Master Certificate, Applied Project Management

The College of New Jersey   1993 — 1997
B.S., Finance

William Slaton William Slaton Atlanta, Georgia Details
William Slaton's Merrill Lynch Experience January 2012 - May 2012
Job Analyst at Turner Broadcasting System, Inc.
Industry Broadcast Media
Experience
Turner Broadcasting System, Inc.   April 2013 - Present
USG  June 2012 - April 2013
Merrill Lynch   January 2012 - May 2012
Morgan Keegan  May 2011 - August 2011

Skills
Financial Modeling, Analysis, Statistics, Data Analysis, Valuation, Due Diligence, Forecasting, Risk Management, Financial Analysis, Finance, Corporate Finance, Microsoft Excel, Financial Reporting, Accounting

Education
The Citadel   2008 — 2012
B.S., Business Administration, Finance

Dunwoody High School   2004 — 2008

Deanna Popolo Deanna Popolo New York, New York Details
Deanna Popolo's Merrill Lynch Experience January 2009 - May 2009
Job Account Executive at SHI
Industry Information Technology and Services
Experience
SHI International Corp.  March 2014 - Present
Apple Retail  August 2012 - March 2014
Apple Inc.  July 2010 - July 2012
Target  May 2009 - August 2009
Merrill Lynch   January 2009 - May 2009

Skills
Microsoft Office, Mac OS X, Windows, iWork, Merlin, Kronos, Apple Certified Small..., OS X, Leadership, Recruiting, Mac, Team Leadership, Management, Program Management, Time Management, Training, Sales, Retail, Customer Service, Customer Experience, Marketing Strategy, CRM, Store Management, SAP, Team Building, Social Networking, Driving Results, Enterprise Software, Mac OS, iOS, Sales Operations, Retail Sales, Keynote, Sales Management, Visual Merchandising

Education
The College of New Jersey   2006 — 2009
Bachelor of Science (BS), Business Administration and Management; Concentration in Law and Society

Kyle Gesuelli Kyle Gesuelli Greater New York City Area Details
Kyle Gesuelli's Merrill Lynch Experience July 2011 - May 2013
Job Associate Director at Handy
Industry Internet
Experience
Handy  November 2013 - Present
Homespree   January 2013 - October 2013
Merrill Lynch   July 2011 - May 2013
Bloomberg  June 2010 - August 2010
Merrill Lynch   January 2010 - May 2010
Johnson & Johnson  January 2009 - July 2009

Skills
Business Development, Banking, Entrepreneurship, Wealth Management, Strategy, Financial Modeling, Valuation, Management, Finance, Financial Analysis, Fixed Income, Portfolio Management, Investments, Bloomberg, Private Equity, Strategic Partnerships, Email Marketing, HTML emails, Data Analysis, Logistics Management, Project Management, Outdoor Advertising, Direct Mail Campaigns, Marketing Management, Operations Management

Education
The College of New Jersey   2007 — 2011
Bachelors of Science, Finance and Economics

Middletown High School North   2003 — 2007

James P. Olivo Jr. James P. Olivo Jr. Greater Philadelphia Area Details
James P. Olivo Jr.'s Merrill Lynch Experience February 2013 - June 2013
Job Analyst at Baker Tilly Capital, LLC
Industry Financial Services
Experience
Baker Tilly Capital, LLC  July 2015 - Present
Management Planning, Inc. - Business Valuation & Advisory   June 2013 - June 2015
Merrill Lynch   February 2013 - June 2013
PAR Consulting Services   August 2012 - May 2013
The College of New Jersey  August 2010 - May 2013
Ameriprise Financial Services, Inc.   August 2012 - January 2013

Skills
Business Valuation, Financial Analysis, Financial Modeling, Microsoft Excel, DCF Valuation, Microsoft Office, Information Technology, Analysis, Investments, Finance, Bloomberg Terminal, Capital IQ, Marketing, Management, CRM, Valuation, PowerPoint, Microsoft Word, WACC

Education
The College of New Jersey   2009 — 2013
B.S., Finance, Business Administration, Finance

Camden Catholic High School   2005 — 2009

Cathy Brandt Cathy Brandt Greater New York City Area Details
Cathy Brandt's Merrill Lynch Experience October 1988 - June 1996
Job REALTOR®, William Pitt Sotheby's Realty
Industry Real Estate
Experience
William Pitt Sotheby's International Realty  November 2009 - Present
RE/MAX  January 2008 - November 2009
Merrill Lynch   October 1988 - June 1996

Skills
Condos, Sellers, First Time Home Buyers, Buyer Representation, Real Estate, Listings, Real Estate Transactions, Residential Homes, Rentals, Relocation, Single Family Homes, New Home Sales, ABR, Short Sales, Foreclosures, Waterfront, Referrals, Townhomes, Real Property, Luxury, Investors, Property, Investment Properties

Education
The College of New Jersey   1984 — 1988
BS, Political Science

Hightstown High School   1980 — 1984

Christopher Eble, CFP® Christopher Eble, CFP® Greater New York City Area Details
Christopher Eble, CFP®'s Merrill Lynch Experience 2005 - 2006
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC  2010 - Present
Chase  2006 - 2010
Merrill Lynch   2005 - 2006

Skills
Retirement Planning, NJ PA Life, NJ PA Health, NJ PA Variable Annuity, Mutual Funds, Investments, Retirement, Asset Allocation, Securities, Investment Strategies, Fixed Annuities, Financial Accounting, Strategic Investment..., Finance, Financial Services, Banking, Bonds, Insurance, Estate Planning

Education
Fairleigh Dickinson University-Florham Campus   2012 — 2013
Financial Planning Certificate Program CFP, Financial Planning and Services

The College of New Jersey
Bachelor's Degree, Accounting, Bachelor of Science degree in Accounting

Debbie McGriff Debbie McGriff Greater New York City Area Details
Debbie McGriff's Merrill Lynch Experience 1987 - 2002
Job Senior Executive| Brand and Strategic Marketing| Niche Product Innovation| B2B and B2C| Diversity
Industry Marketing and Advertising
Experience
Freedom Mortgage  April 2014 - Present
ERA Franchise Systems LLC  March 2008 - October 2013
JPMorgan Chase  January 2003 - February 2008
Franklin Township Chamber of Commerce   2001 - 2006
Franklin Township Chamber of Commerce   2001 - 2006
Merrill Lynch   1987 - 2002

Skills
Business Development, Management, Leadership, Real Estate, Selling, Investment Properties, Relocation, Real Estate Transactions, Sellers, Short Sales, Contract Negotiation, First Time Home Buyers, REO, Referrals, Investors, Property Management, Foreclosures, Residential Homes, Marketing, Marketing Strategy, Strategic Planning, Team Building, Marketing Communications, Social Media Marketing, Investments, Sales

Education
The College of New Jersey   1984 — 1988

Plainfield High School

Frederick Townsend, MBA Frederick Townsend, MBA Washington D.C. Metro Area Details
Frederick Townsend, MBA's Merrill Lynch Experience January 2006 - May 2006
Job Supervisory Financial Management Analyst at Department of Navy
Industry Government Administration
Experience
Department of Navy  December 2013 - Present
US Navy  October 2011 - Present
Naval Facilities Engineering Command (NAVFAC)   July 2007 - November 2011
DFAS  May 2006 - July 2007
Merrill Lynch   January 2006 - May 2006

Skills
Program Management, Accounting, Process Improvement, Financial Analysis, Leadership, Budgets, Analysis, Financial Reporting, Finance, Managerial Finance, Management, Team Building, Team Leadership, Microsoft Office

Education
Webster University   2008 — 2010
Masters of Business Administration, Finance, General

The Citadel   2002 — 2006
BS, Business Administration

Marlboro County High School (Bennettsville SC)   1998 — 2002
High School

Ashley Rush Ashley Rush New York, New York Details
Ashley Rush's Merrill Lynch Experience January 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2013 - Present
David Yurman  July 2012 - December 2012
Merrill Lynch   November 2010 - June 2012
Merrill Lynch   November 2009 - October 2010

Skills
Series 7, Series 66, ThomsonOne, Microsoft Office, Business Objects Data..., Customer Service, Microsoft Excel, Microsoft Word

Education
The College of New Jersey   2007 — 2009
Bachelor's Degree, Mass Communication/Media Studies

University of Dayton   2005 — 2006
Mass Communication/Media Studies

Ashley Hutchinson Ashley Hutchinson Greater New York City Area Details
Ashley Hutchinson's Merrill Lynch Experience June 2012 - July 2012
Job Shift Manager at Amazon
Industry Logistics and Supply Chain
Experience
Amazon  June 2015 - Present
The College of New Jersey  September 2013 - May 2015
Port Authority of NY & NJ  May 2014 - August 2014
Port Authority of NY & NJ  June 2013 - August 2013
Merrill Lynch   June 2012 - July 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Microsoft Office, Customer Service, Public Speaking, Event Planning, Critical Thinking, Analysis, Facebook, Management, Data Analysis, Leadership, Blogging, Travel Blogging, Fashion Blogging

Education
The College of New Jersey   2011 — 2015
Bachelor’s Degree, Finance, General

Morrsitown-Beatd

Thomas Prunetti Thomas Prunetti Greater New York City Area Details
Thomas Prunetti's Merrill Lynch Experience September 2004 - August 2005
Job Sales Engineer at Trelleborg Sealing Solutions Your Partner for Sealing Technology
Industry Machinery
Experience
Trelleborg Sealing Solutions  June 2014 - Present
Graco  December 2009 - February 2014
Ryan Herco Flow Solutions  September 2005 - May 2009
Merrill Lynch   September 2004 - August 2005
Randstad Work Solutions  February 2004 - September 2004

Skills
Sales, Sales Operations, Leadership, Management, Team Building, CRM, Cold Calling, Human Resources, Customer Service, Key Account Management

Education
The College of New Jersey   1997 — 2002
B.S., Business Administration

Lawrence Larry Place Lawrence Larry Place San Francisco Bay Area Details
Lawrence Larry Place's Merrill Lynch Experience November 2010 - July 2011
Job Senior Financial Analyst
Industry Information Technology and Services
Experience
Hewlett-Packard  July 2013 - Present
Hewlett-Packard  May 2012 - August 2012
Merrill Lynch   November 2010 - July 2011
AXA Advisors  March 2007 - June 2009

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Series 7, Retirement Planning, Mutual Funds, Portfolio Management, Financial Services, Capital Markets, Fixed Annuities, Finance, Strategic Financial..., Investments, Asset Management, Valuation, Internal Audit, Strategy, Management, Process Improvement, Project Management, Microsoft Excel, Consulting, Strategic Planning

Education
University of Georgia - Terry College of Business   2011 — 2013
Master of Business Administration (MBA), Finance

The Citadel   2002 — 2006
BS, Business Administration

Daniel Byrnes, CPA Daniel Byrnes, CPA Greater New York City Area Details
Daniel Byrnes, CPA's Merrill Lynch Experience May 2007 - August 2007
Job Manager Financial Planning & Analysis at Valeant Pharmaceuticals
Industry Pharmaceuticals
Experience
Valeant Pharmaceuticals  October 2013 - Present
PricewaterhouseCoopers  July 2010 - October 2013
State Street  January 2010 - July 2010
Weidel Realtors  August 2006 - June 2010
The College of New Jersey  2006 - December 2009
PricewaterhouseCoopers  June 2008 - August 2008
Merrill Lynch   May 2007 - August 2007

Skills
SEC filings, SOX, Audit, Excel, Financial Reporting, Accounting, US GAAP, External Audit, Big 4, Internal Controls, IFRS, Auditing, Financial Audits, Management, GAAP, Sarbanes-Oxley Act

Education
The College of New Jersey
Bachelor of Science, Accounting & Economics

BRHS

BRHS

Chloe Gonzalez Chloe Gonzalez Ridgewood, New Jersey Details
Chloe Gonzalez's Merrill Lynch Experience November 2013 - April 2014
Job Associate at Guggenheim Partners
Industry
Experience
Guggenheim Partners  May 2014 - Present
Merrill Lynch   November 2013 - April 2014
East West Marketing Group  June 2012 - August 2012

Education
The College of New Jersey   2010 — 2014
Bachelor's degree, Political Science and Government, Spanish

Kerry Seiboth Kerry Seiboth Greater New York City Area Details
Kerry Seiboth's Merrill Lynch Experience March 2010 - June 2012
Job Audit Associate
Industry Financial Services
Experience
Merrill Edge  October 2014 - Present
P&G Associates  June 2012 - October 2014
Merrill Lynch   March 2010 - June 2012

Skills
Banking, Internal Audit, Internal Controls, Sarbanes-Oxley, Series 7, Retirement Planning, 401k, Microsoft Excel, Microsoft Office, Pensions, Accounting, Microsoft Word, Mutual Funds, Financial Analysis, Financial Audits, Word, Editing, Customer Relations, Compliance, Uniform Combined State..., Loans, Teamwork, Financial Reporting, Risk Management, PowerPoint, Client Service, Writing, ERISA, Client Services, GAAP, Sarbanes-Oxley Act, Securities, Financial Services, Financial Accounting, Accounts Payable, Account Reconciliation, Call Reporting, Policies & Procedures..., Quality Control

Education
The College of New Jersey   2005 — 2009
Bachelor of Science, Finance

Brian Dunphy Brian Dunphy Columbia, South Carolina Details
Brian Dunphy's Merrill Lynch Experience 1992 - 2004
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2004 - Present
Merrill Lynch   1992 - 2004

Skills
Investment Planning, Investment Strategies, Asset Allocation, Finance, Insurance, Investment Advisory, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management, Customer Service, Leadership, Management, Public Speaking, Program Management, Team Building

Education
The Citadel   1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General

The Citadel   1982 — 1986
Bachelor’s Degree, Business Administration and Management, General

Frank Del Giudice Frank Del Giudice Greater New York City Area Details
Frank Del Giudice's Merrill Lynch Experience September 2011 - December 2011
Job Senior Consultant, Financial Services Advisory at EY
Industry Financial Services
Experience
EY  October 2014 - Present
EY  February 2014 - September 2014
PwC  July 2013 - January 2014
PwC  August 2012 - January 2014
The College of New Jersey  January 2011 - January 2012
Merrill Lynch   September 2011 - December 2011
Dataram  May 2011 - August 2011
Merrill Lynch   June 2010 - August 2010

Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Portfolio Management, Access, Microsoft Word, Bloomberg, DCF, Capital IQ, Equities, Financial Reporting, Financial Services, Capital Markets, Finance

Education
The College of New Jersey   2008 — 2012
Bachelor's, Finance

CNHS   2005 — 2008

Edward Kaye Edward Kaye Skillman, New Jersey Details
Edward Kaye's Merrill Lynch Experience 1990 - 1994
Job Recruiter at Bloomberg LP / Focused on Matching Great Talent with Amazing Opportunities!
Industry Information Technology and Services
Experience
Bloomberg LP  2010 - Present
GSP International   1995 - 2010
SunGard  1994 - 1995
Merrill Lynch   1990 - 1994

Skills
Interviewing, Technical Recruiting, Salary Negotiation, Executive Search, Job Search Strategies, Career Development, Career Advising, Resume Writing, Resume Review, Resume Mining, Full-cycle Recruiting, Talent Acquisition, Direct Sourcing, Recruitment/Retention, Applicant Tracking..., Onboarding, Employer Branding, Client Relationship..., Direct Recruiting, Interview Coaching, Sourcing, Internet Recruiting, HR Policies, Talent Management, Hiring, Candidate Screening, Professional Staffing, Staffing Industry, PeopleSoft, Permanent Placement, Cold Calling, Job Descriptions, Job Search, Screening, Bloomberg Terminal, Benefits Negotiation, Recruiting, SDLC, Interviews, Temporary Placement, CRM, Workforce Planning, Vendor Management, HRIS, Market Research, Career Counseling, Leadership, Performance Management, Employee Benefits, Sales

Education
The College of New Jersey   1984 — 1988
BA

Fairleigh Dickinson University-Florham Campus   1991 — 1993
MBA

Barry McAlinden, CFA Barry McAlinden, CFA Greater New York City Area Details
Barry McAlinden, CFA's Merrill Lynch Experience November 2001 - February 2004
Job Executive Director, Fixed Income & Credit Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  November 2005 - Present
UBS Wealth Management  February 2004 - November 2005
Merrill Lynch   November 2001 - February 2004
Merrill Lynch   April 2000 - November 2001

Skills
Bloomberg, Yield Book, Microsoft Office

Education
The College of New Jersey   1996 — 2000
BS, Finance, Economics

Oliver Pough Oliver Pough Clemson, South Carolina Details
Oliver Pough's Merrill Lynch Experience January 2012 - March 2013
Job Compliance Coordinator at Clemson University
Industry Higher Education
Experience
Clemson University  August 2013 - Present
Morgan Stanley Wealth Management  March 2013 - August 2013
Merrill Lynch   January 2012 - March 2013
Zeus  March 2004 - January 2012

Skills
Strategic Financial..., Retirement Planning, Saving for Education, Investments, Uniform Combined State..., 401k Rollovers, Portfolio Management, Wealth Management, Series 7, Retirement, Sales Management, IRAs, 401k, Mutual Funds, College Savings Plans, 529 Plans, Strategic Planning

Education
West Virginia University   2009 — 2011
Master of Science, Sport Management

The Citadel   1999 — 2003
Bachelor of Science, Business Administration

Clay Ludlum Clay Ludlum Greater New York City Area Details
Clay Ludlum's Merrill Lynch Experience October 1996 - December 2003
Job Experienced Corporate Consultant
Industry Management Consulting
Experience
MSE Group   August 2006 - Present
Citi  April 1991 - August 2006
Merrill Lynch   October 1996 - December 2003

Skills
Start-ups, Portfolio Management, Asset Management, Alternative Investments, Financial Modeling, Series 7, Securities, Leadership, Financial Services, Business Planning, Finance, FINRA, Asset Managment, Private Equity, Investments, Capital Markets, Equities, Risk Management, Strategic Planning, Wealth Management..., Hedge Funds, Series 24, Wealth Management, New Business Development

Education
The Citadel   1986 — 1990
B.S., Finance, Business Admin

Officer Advanced Course   1995 — 1995
US Army Reserves, Graduate

Officer Basic Course   1990 — 1991
U S Army Reserves, MSC 1990

Rocky River High School

Anthony Cortina Anthony Cortina Greater New York City Area Details
Anthony Cortina's Merrill Lynch Experience November 2009 - May 2014
Job UBS Financial Advisor
Industry Financial Services
Experience
UBS Financial Services Inc.  June 2014 - Present
Merrill Lynch   November 2009 - May 2014

Education
The College of New Jersey   2005 — 2009
Bachelors, Finance

Justin Mildrum Justin Mildrum Jacksonville, Florida Details
Justin Mildrum's Merrill Lynch Experience April 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Merrill Lynch   April 2015 - Present
Edward Jones  October 2014 - January 2015
Fidelity Investments  February 2012 - October 2014
Terminix International  February 2009 - January 2012
Terminix International  February 2009 - January 2010
Regional Acceptance Corp  July 2007 - July 2008
Lowes Home Improvement  December 2004 - July 2007
South Carolina World Trade Center  June 2004 - January 2005
AT&T  May 2000 - August 2000

Skills
Management, Customer Service, Sales Management, Team Leadership

Education
The Citadel   1999 — 2003
B.S., Business Administration

Hargrave Military Academy   1995 — 1999

Dianne Lage Dianne Lage Greater New York City Area Details
Dianne Lage's Merrill Lynch Experience April 1991 - July 1998
Job Senior Strategic Communications Consultant
Industry Pharmaceuticals
Experience
West-Ward Pharmaceuticals  March 2015 - Present
D.L. Communications Consulting, LLC   June 1993 - Present
Sanofi  August 2012 - August 2013
Bristol-Myers Squibb  February 2009 - February 2012
Merck  2012 - 2012
Covance  February 2008 - February 2009
Bristol-Myers Squibb  January 2006 - January 2008
NetJets  May 2005 - December 2006
Educational Testing Services  January 1999 - September 1999
Merrill Lynch   April 1991 - July 1998

Skills
Dreamweaver, PowerPoint, Word, Photoshop, Illustrator, InDesign, FrontPage, QuarkXPress, Internal Communications, Marketing Communications, Newsletters, Corporate Communications, Strategic Communications, Social Media, Public Relations, Content Management, Speech Writing, Copywriting, Advertising, Communications Strategy, Intranet, Online Marketing, Writing, Blogging, Press Releases, Editing, Event Management, Web Content, Event Planning, Executive Communications, Employee Engagement, Digital Marketing, Communications Planning, Marketing Strategy, Copy Editing, Facebook, Brand Development, Publishing, Website Development, Strategic Planning, Social Networking, Media Relations, Web Content Management, Message Development, Reputation Management, Content Development, Corporate Branding, Community Relations, Email Marketing, Publicity

Education
Rutgers University Leadership Development Program   2011 — 2012
Mini-MBA, Social Media and Strategic Communications

Gotham School of Writing   2010 — 2011
Fiction, Creative Writing, Leadership Development Program

The College of New Jersey   1985 — 1989
B.A. in English/Professional Writing, Track in Journalism

Glen Oakley Glen Oakley San Francisco Bay Area Details
Glen Oakley's Merrill Lynch Experience June 2012 - August 2012
Job Software Engineer at Thumbtack
Industry Computer Software
Experience
Thumbtack  June 2014 - Present
Nebula, Inc.   June 2013 - August 2013
Merrill Lynch   June 2012 - August 2012
YMCA Camp Mason  June 2011 - August 2011

Skills
Git, Linux, Java, LaTeX, Eclipse, HTML, C, Python, JavaScript, Subversion, MongoDB, Bash, Emacs, OpenCL, Parallel Programming, OpenGL, JSSML, Cloud Computing, Programming, C++

Education
The College of New Jersey   2010 — 2014
Bachelor's Degree (cum laude), Computer Science, 3.73

Amy Moroz Amy Moroz New York, New York Details
Amy Moroz's Merrill Lynch Experience September 2010 - December 2010
Job Investor Relations Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2013 - Present
JPMorgan Chase  June 2012 - July 2013
JPMorgan Chase  June 2011 - August 2011
NYSSA  2011 - 2011
Merrill Lynch   September 2010 - December 2010
PHH Mortgage Corporation  May 2010 - August 2010
Garden State Kid's Discovery Museum   May 2008 - August 2009

Skills
Wealth Management, Financial Modeling, Investment Banking, Finance, Bloomberg, Financial Analysis

Education
The College of New Jersey   2008 — 2012
B.S./B.A, Business Admin./Finance and Italian

Gregory Kranz Gregory Kranz Greater Philadelphia Area Details
Gregory Kranz's Merrill Lynch Experience September 2008 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Blomberg   October 2009 - Present
Merrill Lynch   September 2008 - December 2008

Education
The College of New Jersey   2005 — 2009
Bachelor of Science, Finance

Matthew Domurat Matthew Domurat Greater Philadelphia Area Details
Matthew Domurat's Merrill Lynch Experience November 1999 - March 2005
Job Product Manager at International SOS
Industry Internet
Experience
International SOS  April 2012 - Present
MeetMe  April 2010 - February 2012
Princeton Internet Group   1997 - May 2010
Dow Jones & Company  March 2005 - April 2010
Merrill Lynch   November 1999 - March 2005

Skills
Mobile Applications, Mobile Devices, User Experience, Product Management, Web 2.0, User Interface, Android, Web Applications, Information Architecture, CRM, Software Development, Mobile Internet, Strategy, Web Analytics, XML, Usability, Lead Generation, Social Networking, iPhone, HTML 5, Digital Media, Integration, XHTML, Sales Process, Content Management, Web Design, Content Strategy, CMS, Mobile Design

Education
The College of New Jersey   1992 — 1994

Dishawn Miller Dishawn Miller Greater New York City Area Details
Dishawn Miller's Merrill Lynch Experience January 2005 - Present
Job Vice President of Commercial Online Banking
Industry Financial Services
Experience
Merrill Lynch   January 2005 - Present
Merrill Lynch   January 2001 - January 2005
Merrill Lynch   January 1998 - January 2001
Merrill Lynch   September 1997 - January 1998

Skills
Business Analysis, Equities, Leadership, Management, Program Management, Public Speaking, Risk Management, Series 7, Strategic Planning

Education
The College of New Jersey   1991 — 1996
BS, Business Administration

David M Schrum David M Schrum Greater New York City Area Details
David M Schrum's Merrill Lynch Experience October 2013 - June 2015
Job Senior Architect at American Financial Resources
Industry Computer Software
Experience
Merrill Lynch   October 2013 - June 2015
Citi  January 2011 - April 2013
Citi  March 2007 - December 2010
LexisNexis Martindale-Hubbell  July 2005 - November 2006
Verizon Wireless  August 2001 - June 2005
Ernst & Young LLP  January 1999 - March 2001
Dun and Bradstreet  October 1997 - December 1998
CheckFree Investment Services  1996 - 1997
UPS  1995 - 1996
EDS Group  1993 - 1995

Skills
Software Development, Data Warehousing, Process Improvement, SDLC, Windows Server, Business Process..., Integration, Banking, XML, Web Services, Oracle, Team Building, Unix, Equities, Team Leadership, Agile Project Management, Requirements Analysis, IT Strategy, Web Development, C#, Business Intelligence, Hedge Funds, Financial Services, Multithreaded..., Software Architectural..., Information Architecture, Data Warehouse..., Kimball Methodologies, Project Management, Trading Systems, .NET, Microsoft SQL Server, Multithreading, WCF, Enterprise Architecture, Requirements Gathering, ASP.NET, AJAX, Visio, Analysis, IT Management, Databases, Project Portfolio..., Architecture, ETL, PMP, Database Design, MS Project, Enterprise Software, Data Modeling

Education
The College of New Jersey   1985 — 1989
Electrical Engineering, Electrical and Electronics Engineering

Colin Ludgate CIMA ® Colin Ludgate CIMA ® Greater Philadelphia Area Details
Colin Ludgate CIMA ®'s Merrill Lynch Experience November 2009 - December 2012
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  January 2013 - Present
Merrill Lynch   November 2009 - December 2012
Merrill Lynch   August 2008 - October 2009
Merrill Lynch   August 2007 - July 2008
Monihan Realty   June 2004 - August 2007
Albridge Solutions  June 2003 - June 2004

Skills
Customer Service, Strategic Financial..., Investment Advisory, Process Improvement, ETFs, Investments, Bloomberg, Forecasting, Valuation, Salesforce.com, Sales, Fixed Income, Business Analysis, CRM

Education
The College of New Jersey   1999 — 2003
B.S. Business Administration, Finance

Michael Carignan, CFP, CRPC Michael Carignan, CFP, CRPC Jacksonville, Florida Area Details
Michael Carignan, CFP, CRPC's Merrill Lynch Experience 2006 - 2008
Job Financial Advisor at HK Financial Services
Industry Financial Services
Experience
HK Financial Services  May 2013 - Present
PARAGON Wealth Strategies, LLC   June 2008 - April 2013
Merrill Lynch   2006 - 2008
American Financial & Retirement Services, LLC   2004 - 2006
Cintas  1999 - 2004
US Army  1995 - 1999

Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Retirement, Wealth

Education
The Citadel   1991 — 1995
Bachelor of Science, Biology

Patrick Carney Patrick Carney Charlotte, North Carolina Details
Patrick Carney's Merrill Lynch Experience June 1984 - June 2007
Job Client Implementation Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
Bank of America  June 2011 - September 2014
Bank of America Merrill Lynch  February 2010 - June 2011
Bank of America Merrill Lynch  May 2009 - February 2010
JPMorgan Asset Management  June 2007 - May 2009
Merrill Lynch   June 1984 - June 2007

Skills
Management, Equities, Market Data, Business Analysis, Budgets, Enterprise Software, Electronic Trading, Financial Services, PMO, Portfolio Management, Project Management, Risk Management, Team Building, Product Development, Vendor Management, Fixed Income, IT Strategy, Process Improvement, SDLC, Program Management

Education
Anthem Institute   1987 — 1988
Certificate, Computer Programming

The College of New Jersey   1980 — 1984
BA, Mathematics / Computer Science

Doreen Nicastro Doreen Nicastro Greater New York City Area Details
Doreen Nicastro's Merrill Lynch Experience January 1992 - May 2008
Job Vice President, Business Support Manager at Bank of America U.S. Trust Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2010 - December 2011
Bristol-Myers Squibb  October 2009 - March 2010
Johnson & Johnson  April 2009 - July 2009
Merrill Lynch   January 1992 - May 2008

Skills
Financial Services, Project Management

Education
The College of New Jersey   1980 — 1982
Bachelor of Arts

Carla Cousins Carla Cousins Greater New York City Area Details
Carla Cousins's Merrill Lynch Experience 2002 - 2005
Job Billing Manager, State of NJJudiciary
Industry Government Administration
Experience
State of New Jersey  August 2006 - Present
Education Testing Services  March 2006 - August 2006
Merrill Lynch   2002 - 2005
Merrill Lynch Investment Managers  2000 - 2002
Merrill Lynch Assest Management   1997 - 2000
Merrill Lynch Consulting & Advisory Financial Operations   1995 - 1997
Merrill Lynch Consults Administration   1993 - 1995
Merrill Lynch Consults Administration   1991 - 1993
Merrill Lynch Mutual Fund Operations   1989 - 1991

Skills
Project Management, Outlook, Financial Services, Microsoft Word, Analysis, Program Management, Business Analysis, Non-profits, Microsoft Office, Microsoft Excel, Process Improvement, Management, Training, Security, Business Process, Policy, Leadership, Change Management, Nonprofits

Education
The College of New Jersey   1984 — 1988
BA

Piscataway High School   1980 — 1984
Diploma

Carolyn Connor Carolyn Connor Greater New York City Area Details
Carolyn Connor's Merrill Lynch Experience June 2008 - August 2008
Job Investment Banking Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC  June 2011 - Present
Sotto Zero LLC   April 2009 - February 2013
Bank of America  June 2009 - May 2011
Merrill Lynch   June 2008 - August 2008

Education
The College of New Jersey   2005 — 2008
Finance, Economics

Andrew Kasney Andrew Kasney Greater New York City Area Details
Andrew Kasney's Merrill Lynch Experience 2006 - Present
Job Compliance Examiner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2006 - Present

Skills
FINRA, Series 24, Series 63, Series 7, Investments, AML

Education
The College of New Jersey   1999 — 2003

Ellen Quinn Ellen Quinn Greater New York City Area Details
Ellen Quinn's Merrill Lynch Experience January 2010 - October 2012
Job Director, Mkt. Strategy & Analysis at UBS
Industry Financial Services
Experience
UBS  October 2012 - Present
Merrill Lynch   January 2010 - October 2012
UBS  October 2003 - April 2009
UBS  April 2001 - October 2003

Skills
Business Analysis, Project Management, E-commerce, Business Intelligence, Relationship Management

Education
The College of New Jersey   1987 — 1991
BA, Economics

Corey Shaffer Corey Shaffer Greater Philadelphia Area Details
Corey Shaffer's Merrill Lynch Experience May 2006 - September 2009
Job Chief Technology Officer (CTO) / Entrepreneur / Software Developer / Seasoned Technology Executive
Industry Computer Software
Experience
CareHubs   January 2012 - Present
Healthbox Accelerator  January 2012 - April 2012
Iniko, Inc.   January 2009 - January 2012
b5media  August 2007 - December 2009
Independent Consulting  January 2008 - September 2009
Merrill Lynch   May 2006 - September 2009
The College of New Jersey  2005 - 2007

Skills
PHP, Healthcare Information..., WordPress, MySQL, Team Management, Scalable Architecture, Technical Leadership, Agile Methodologies, Scalable Web..., Project Management, Team Leadership, Scalability, LAMP

Education
The College of New Jersey   2004 — 2008
Bachelor of Science (B.S.), Computer Science

Scott Hansen Scott Hansen Charleston, South Carolina Details
Scott Hansen's Merrill Lynch Experience May 2004 - April 2007
Job President/CEO at Hansen Talent Group (HTG)
Industry Information Technology and Services
Experience
Hansen Talent Group (HTG)   August 2014 - Present
Modulant  September 2013 - Present
Talent Resource Group (TRG) a division of Modulant   October 2011 - September 2013
Matrix Resources  May 2007 - September 2011
Merrill Lynch   May 2004 - April 2007
YES Healthcare   August 2002 - April 2004
PCHS  February 1995 - July 2002
ADP  May 1994 - January 1995

Skills
Talent Acquisition, Sourcing, Recruiting, Technical Recruiting, Applicant Tracking..., Contract Recruitment, Executive Search, Internet Recruiting, Benefits Negotiation, Staff Augmentation, Staffing Services, Screening Resumes, Professional Services, Permanent Placement, Cold Calling, College Recruiting, Talent Management, Vendor Management, Project Managers, Information Technology, Temporary Staffing, Sales Operations, Leadership, Account Management, Business Development, Business Intelligence, CRM, Consulting, Employee Benefits, Human Resources, Interviews, Management, Networking, New Business Development, Sales, Screening, Solution Selling, Team Building, Temporary Placement, Time Management, Training

Education
The Citadel   1990 — 1994
Bachelor of Science (B.S.), Business Administration

Admiral Farragut Academy   1987 — 1990
College Preparatory / Naval Honor School

Liz Maciorowski Liz Maciorowski Greater New York City Area Details
Liz Maciorowski's Merrill Lynch Experience December 2003 - December 2008
Job Marketing Manager
Industry Retail
Experience
Designer Greetings  March 2015 - Present
Lightstone   2013 - March 2015
Designs by Liz   2011 - 2013
Bristol Myers Squibb  2010 - 2011
Merrill Lynch   December 2003 - December 2008
Waterford/Wedgwood USA, Inc.   March 2002 - September 2002
Medical World Communications  December 1998 - March 2002
The McGraw-Hill Companies  November 1997 - December 1998
Exchange Business Cards   March 1997 - November 1997
Medical Economics  May 1995 - May 1996

Skills
Logo Design, Advertising, Brochures, Web Design, Marketing, Marketing Communications, Direct Mail, Newsletters, Team Leadership, Adobe Creative Suite, Magazines, Marketing Strategy, Dreamweaver, Layout, Strategy, Graphic Design

Education
The College of New Jersey
BFA, Advertising/Graphic Design

Beth Caruso Beth Caruso Greater Philadelphia Area Details
Beth Caruso's Merrill Lynch Experience 2002 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch   2002 - 2008

Skills
Financial Advisory

Education
The College of New Jersey
Bachelor of Science

Christian Zambrio Christian Zambrio Greater Philadelphia Area Details
Christian Zambrio's Merrill Lynch Experience 1998 - 2006
Job Senior Regional Vice President, Deutsche Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Asset Management  February 2014 - Present
William Blair  June 2010 - February 2014
Van Kampen  July 2006 - June 2010
Morgan Stanley  2006 - 2008
Merrill Lynch   1998 - 2006

Skills
Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Series 7, Series 63, Series 66, Certified Investment..., Mutual Funds, Separately Managed..., Uniform Combined State..., Relationship Management, Fixed Income, Equities, Hedge Funds, Securities, Investment Advisory, Series 65, Insurance

Education
The College of New Jersey   1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General

Brad Politi Brad Politi Mount Laurel, New Jersey Details
Brad Politi's Merrill Lynch Experience February 2008 - May 2008
Job VP Operational Risk Management | Internal Loss Event Data at TD
Industry Banking
Experience
TD  August 2013 - Present
TD  April 2012 - August 2013
PHH Corporation  August 2009 - April 2012
Merrill Lynch   February 2008 - May 2008
Merrill Lynch   September 2007 - December 2007

Skills
Finance, Financial Analysis, Corporate Finance, Forecasting, Financial Reporting, Managerial Finance, Risk Management, Risk Assessment, Operational Risk, Risk Analysis, Enterprise Risk..., Operational Risk..., Risk Analytics, Management, Financial Services, Financial Risk, Analysis

Education
The College of New Jersey   2005 — 2009
B.S., Finance, Ecomomics

Lenape High Scool   2001 — 2005

Alaine Boccafola Alaine Boccafola Greater New York City Area Details
Alaine Boccafola's Merrill Lynch Experience January 2008 - April 2008
Job VP at JPMorgan
Industry Financial Services
Experience
J.P. Morgan   June 2014 - Present
Barclays Capital  February 2012 - June 2014
Barclays Capital  June 2009 - February 2012
Lehman Brothers  July 2008 - August 2008
Merrill Lynch   January 2008 - April 2008
Johnson & Johnson  June 2007 - January 2008

Education
The College of New Jersey   2005 — 2009
Bachelor of Science (B.S.), Finance

Aaron Syvertsen Aaron Syvertsen Greater New York City Area Details
Aaron Syvertsen's Merrill Lynch Experience August 2009 - December 2009
Job Equity Research Analyst at Sidoti & Company, LLC
Industry Financial Services
Experience
Sidoti & Company, LLC   January 2011 - Present
Merrill Lynch   August 2009 - December 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Research

Education
The College of New Jersey   2006 — 2010
Bachelor of Science (BS), Finance, General

Christine Rubia Chigounis, CRPC Christine Rubia Chigounis, CRPC Greater Philadelphia Area Details
Christine Rubia Chigounis, CRPC's Merrill Lynch Experience October 2011 - Present
Job Director, Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present
Merrill Lynch   March 2009 - October 2011
Merrill Lynch   June 2008 - March 2009
Merrill Lynch   February 2007 - June 2008
Merrill Lynch   March 2006 - February 2007
Standard & Poor's   October 2000 - March 2006

Skills
Manage Teams, Project Management, Annuities, Life Insurance, Managed Acccounts, Organizational..., Partner Relationship..., Business Development, Strategic Planning, Sales Operations, Fixed Income, Credit Ratings...

Education
Fairleigh Dickinson University   2002 — 2003
MBA, Marketing

Fairleigh Dickinson University   1999 — 2000
MBA, Global Management

The College of New Jersey   1995 — 1999
BS, International Business

Bill Burr Bill Burr Greater Philadelphia Area Details
Bill Burr's Merrill Lynch Experience October 2013 - Present
Job Financial Advisor, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   October 2013 - Present
Pushinthelimit, Inc.   January 2003 - Present
Pushinthelimit, Inc.   January 2003 - Present
Professional Basketball Player  1998 - 2002

Skills
Public Speaking, New Business Development, Team Building, Social Media Marketing, Advertising, Public Relations, Wellness, Strategic Planning, Finance, Entrepreneurship, Team Leadership, Investments, Leadership, Customer Service, Contract Negotiation, Marketing Strategy, Marketing, Account Management, Sales

Education
The College of New Jersey   1994 — 1998
Finance, Finance and Financial Management Services

Camden Catholic High School   1990 — 1994

Lynn Jacoutot (Cicchetti) Lynn Jacoutot (Cicchetti) Greater New York City Area Details
Lynn Jacoutot (Cicchetti)'s Merrill Lynch Experience March 2008 - June 2012
Job Executive Director, Banking Services, Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2012 - Present
Morgan Stanley  June 2012 - December 2014
Merrill Lynch   March 2008 - June 2012
Merrill Lynch   July 1999 - March 2008

Skills
Banking, Financial Services, Management, Wealth Management, Business Strategy, Program Management, Marketing, Credit, Product Marketing, Training, Integration, Product Development, Operations Management, Financial Advisory, Marketing Management, Marketing Strategy, Asset Management, Equities, Finance, Investments, Portfolio Management, Risk Management, Securities, Series 7, Team Management

Education
The College of New Jersey   1986 — 1990

The College of New Jersey

Tim Raczko Tim Raczko Greater New York City Area Details
Tim Raczko's Merrill Lynch Experience September 2009 - December 2009
Job Senior Actuarial Associate at MetLife
Industry Insurance
Experience
MetLife  May 2010 - Present
Merrill Lynch   September 2009 - December 2009

Skills
SAS, Insurance, Music Festivals, Risk Management, VBA, Financial Modeling

Education
The College of New Jersey   2007 — 2010
Economics, Statistics

Robert Newkirk Robert Newkirk Greater Philadelphia Area Details
Robert Newkirk's Merrill Lynch Experience August 1996 - February 1999
Job Business & Systems Analyst, Software Engineer & Developer, Accounting Manager
Industry Information Technology and Services
Experience
New York Life Insurance Company  April 2014 - Present
MetLife  March 2010 - April 2014
ALICO  March 2010 - November 2010
State Street  June 2005 - April 2009
State Street  February 1999 - June 2005
Merrill Lynch   August 1996 - February 1999
Merrill Lynch Investment Managers  1996 - 1999
Penndel Mental Health Center  May 1995 - August 1996

Skills
Business Analysis, Process Improvement, Access, Accounting, SDLC, Insurance, Investments, Visual Basic, Requirements Analysis, Financial Analysis, PAM for Securities, Fund Accounting, Business Process, Financial Reporting, Financial Services, Account Reconciliation, Data Warehousing, Data Extraction, Automation, .NET, Microsoft Excel, Bloomberg, Mutual Funds, Software Project..., Impromptu, Project Management, Visio, Data Transformation, Systems Analysis, Report Development, VBA, Software, Microsoft Project, PAM for Investments, C#, CAMRA, Investran, Debt & Derivatives, Team Foundation Server, Finance, Leadership, SQL, Fixed Income, Analysis, Risk Management, Management

Education
The College of New Jersey   1991 — 1995
Bachelor's, Accounting

Neshaminy High School   1988 — 1991

Dana Einhaus Dana Einhaus Greater Philadelphia Area Details
Dana Einhaus's Merrill Lynch Experience May 2008 - May 2010
Job Chief Risk Officer, UBS Trust Company
Industry Financial Services
Experience
UBS  February 2013 - Present
DTCC  June 2011 - February 2013
Bank of America - Merrill Lynch  May 2010 - June 2011
Merrill Lynch   May 2008 - May 2010
Merrill Lynch   February 2007 - May 2008
Merrill Lynch   January 2004 - February 2007
Merrill Lynch   September 2000 - December 2003
Merrill Lynch Investment Managers  May 1992 - September 2000

Skills
Enterprise Risk..., Auditing, Internal Audit, Banking, Financial Services

Education
The College of New Jersey   1988 — 1992
B.S., Accountancy

Brenda Chiorello Brenda Chiorello Greater New York City Area Details
Brenda Chiorello's Merrill Lynch Experience 1999 - 2007
Job VP, Operational Risk Senior Specialist at Bank of America
Industry Banking
Experience
Bank of America  January 2010 - Present
Bank of America  2007 - December 2009
Merrill Lynch   1999 - 2007
Merrill Lynch   1997 - 1999
Merrill Lynch   1997 - 1999
KPMG Peat Marwick  1994 - 1997

Skills
Financial Analysis, Excel, PowerPoint, Compliance

Education
The College of New Jersey   1990 — 1994
Bachelors, Accounting

Gail Reilly, PHR, SHRM-CP Gail Reilly, PHR, SHRM-CP Princeton, New Jersey Details
Gail Reilly, PHR, SHRM-CP's Merrill Lynch Experience 1993 - 2002
Job HR Business Partner at Novo Nordisk
Industry Human Resources
Experience
Novo Nordisk  October 2013 - Present
Tyco Flow Control  2011 - 2012
ConvaTec  2003 - 2011
Merrill Lynch   1993 - 2002
Merrill Lynch   1986 - 1993

Skills
Talent Management, Change Management, Compensation & Benefit, Workforce Planning, Employee Relations, Human Resources, Deferred Compensation, Legal Compliance, Employee Benefits, Recruiting, Training, PeopleSoft, Employee Engagement, Performance Management, Talent Acquisition, Applicant Tracking..., Performance Appraisal, FMLA, Onboarding, Process Improvement, Taleo, Succession Planning, Personnel Management, Organizational..., SAP, HRIS, HR Policies, Vendor Management, Labor Relations, Organizational Design, Acquisition Integration, Sourcing, Benefits Administration

Education
The College of New Jersey
BS, Management

William Spalding William Spalding Asheville, North Carolina Area Details
William Spalding's Merrill Lynch Experience 2008 - 2008
Job Regional Administrator at 21st Century Oncology
Industry Hospital & Health Care
Experience
21st Century Oncology  January 2014 - Present
21st Century Oncology  2013 - 2014
CrawfordSpalding Group   2009 - 2012
Merrill Lynch   2008 - 2008

Skills
P&L Responsibility, Multi-Site Operations, Hospitals, Management, Business Strategy, Healthcare Management, Turnaround Experience, Strategic Planning, Customer Service, Financial Modeling, Healthcare, Project Management, Team Leadership, Leadership, Oncology, Investment Banking, Urology, General Surgery, Gynecologic Oncology

Education
Vanderbilt University - Owen Graduate School of Management   2011 — 2013
Master of Business Administration (MBA), Healthcare Operations

The Citadel
BS, Business Administration

Daniel Bucher Daniel Bucher Greater New York City Area Details
Daniel Bucher's Merrill Lynch Experience June 2011 - August 2011
Job Student at The College of New Jersey
Industry Financial Services
Experience
The College of New Jersey  August 2008 - Present
Merrill Lynch   June 2011 - August 2011
Jamison Eaton &Wood, Inc. Investment Management Firm   June 2010 - August 2010
Wine World  May 2009 - September 2009
United Way of Summit   May 2009 - September 2009

Skills
Analysis, Finance

Education
The College of New Jersey   2008 — 2012
Bachelor of Science, Finance

Mark A. Roberts Mark A. Roberts Birmingham, Alabama Area Details
Mark A. Roberts's Merrill Lynch Experience April 1999 - July 2006
Job White Dog Investments
Industry Management Consulting
Experience
VALIC  June 2014 - May 2015
Principal Financial Group  October 2013 - June 2014
Bankers Life and Casualty Company  July 2013 - October 2013
Sterne Agee  July 2006 - October 2012
Merrill Lynch   April 1999 - July 2006

Skills
401 (k), 403 (b), SEP &..., Asset Allocation, Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series ,7 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance

Education
The Citadel   1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

The Citadel   1978 — 1982
BS Bus Admin

David Kotler, CFA David Kotler, CFA Greater New York City Area Details
David Kotler, CFA's Merrill Lynch Experience June 2008 - August 2008
Job VP, Investment Strategist II at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   January 2014 - Present
Bank of America  June 2011 - December 2013
Bank of America  June 2009 - May 2011
Merrill Lynch   June 2008 - August 2008

Education
The College of New Jersey   2005 — 2009
Bachelor of Science, Finance

Dara Incles Dara Incles Greater New York City Area Details
Dara Incles's Merrill Lynch Experience 1999 - 2001
Job creative professional
Industry Design
Experience
Innocor Inc  April 2012 - Present
LivingIn Media   January 2012 - Present
eZENtial Living   2007 - 2012
Bloomberg  2010 - 2011
CENTURY 21 Ailor Associates LLC   2009 - 2010
Currents Magazine  2008 - 2009
Century 21 Shore Point Realty   2007 - 2009
Schawk!  2002 - 2008
Sarnoff Corporation  2001 - 2002
Merrill Lynch   1999 - 2001

Skills
Print Production..., Graphic Design, Art Direction, Print Production, Pre-press, Customer Service, Vendor Relations, Adobe Creative Suite, InDesign, Advertising, Direct Mail, Photography, Retail, Photoshop, Illustrator, MS Office Suite, Excel, word, PowerPoint, Fulfillment Operations, real estate, package design, Merchandising, Packaging, Corporate Branding, Creative Direction, Adobe Acrobat, Microsoft Office

Education
The College of New Jersey
Bachelor of Fine Arts (BFA), Graphic Design

Kevin T. Ingram, CFA Kevin T. Ingram, CFA Greater New York City Area Details
Kevin T. Ingram, CFA's Merrill Lynch Experience March 2006 - April 2007
Job Interest Rate Derivative Specialist
Industry Financial Services
Experience
Morgan Stanley  January 2014 - Present
Morgan Stanley  October 2011 - December 2013
Morgan Stanley  January 2011 - October 2011
Morgan Stanley  January 2009 - December 2010
Morgan Stanley  May 2007 - December 2008
Merrill Lynch   March 2006 - April 2007
KeyCorp  October 2005 - February 2006
Bloomberg  June 2005 - September 2005

Skills
Series 7, Equities, Fixed Income, Investments, Asset Managment, Securities, Capital Markets, Strategic Financial..., Bloomberg, Financial Modeling, Financial Analysis, Trading, Derivatives, Valuation, Credit, Mutual Funds, Portfolio Management

Education
The College of New Jersey   2001 — 2005
Bachelor of Science (B.S.), Finance, General

David Stoeckel David Stoeckel Greater New York City Area Details
David Stoeckel's Merrill Lynch Experience 2004 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2004 - Present

Skills
Series 7, Equities, Fixed Income, Securities

Education
The College of New Jersey   2000 — 2004
Bachelor of Science (BS), Finance, General

Colleen Barry Colleen Barry Greater New York City Area Details
Colleen Barry's Merrill Lynch Experience July 2014 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2014 - Present
Author  January 2006 - Present
TIAA-CREF  November 2013 - June 2014
EnformHR   April 2013 - October 2013
Merrill Lynch   March 2006 - March 2012
Merrill Lynch   June 2000 - March 2006
Merrill Lynch   November 1997 - June 2000
Montgomery Securities  April 1997 - November 1997
Kidder Peabody  July 1993 - April 1997
Merrill Lynch   July 1992 - July 1993

Skills
Team Leadership, Strategic Planning, Marketing Strategy, Marketing Communications, Collaborative Leadership, Business Analysis, Financial Analysis, Budget Management, Mentoring, Series 7, Budgets, Social Media Marketing, Business Planning, Marketing

Education
The College of New Jersey   1988 — 1992
BA, Business Administration/Finance

Richard Ryder Richard Ryder Tampa/St. Petersburg, Florida Area Details
Richard Ryder's Merrill Lynch Experience February 2003 - January 2009
Job Advisor at Saunders Financial
Industry Financial Services
Experience
Saunders Financial   January 2009 - Present
Merrill Lynch   February 2003 - January 2009

Education
The Citadel   1990 — 1994
Bachlor of Science, Business

The Bullis School   1988 — 1990

William Velasco William Velasco Charleston, South Carolina Area Details
William Velasco's Merrill Lynch Experience August 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2015 - Present
Merrill Lynch   August 2014 - Present
Merrill Lynch   June 2014 - August 2014
Merrill Lynch   January 2014 - May 2014
General Sessions Court   January 2013 - May 2013
United States Department of Defense  May 2011 - August 2011
Spring Valley High School  May 2011 - August 2011
Carolina Pool Management  May 2008 - August 2009

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Social Media, PowerPoint, Public Speaking, Leadership, Command, Team Leadership, Research, Time Management, Critical Thinking, Spanish, Analysis, Teaching, Finance

Education
The Citadel   2010 — 2014
B.A. Political Science, Pre-Law and Legal Studies

Greg Hoover Greg Hoover Greater New York City Area Details
Greg Hoover's Merrill Lynch Experience February 2004 - July 2006
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   October 2013 - Present
Bank of America Merrill Lynch  August 2006 - October 2013
Merrill Lynch   February 2004 - July 2006
Merrill Lynch   September 2002 - February 2004
Iron Mountain  1996 - 1997

Education
The Chubb Institute   1999 — 2001
Application Development Curriculum

The College of New Jersey
Bachelor of Science, Business Management

David Champagne, EIT David Champagne, EIT Charleston, South Carolina Area Details
David Champagne, EIT's Merrill Lynch Experience September 1992 - June 1997
Job Adjunct Math Instructor at Trident Technical College
Industry Civil Engineering
Experience
Trident Technical College  August 2011 - Present
Morgan Stanley  August 1997 - June 2005
Merrill Lynch   September 1992 - June 1997

Skills
Civil Engineering, Microsoft Office, Microsoft Excel, Microsoft Word, AutoCAD, Finance, MathCAD, Customer Satisfaction, Geotechnical Engineering, Teaching, Project Planning, CAD, AutoCAD Civil 3D, Microstation, Matlab, Teamwork, Leadership

Education
The Citadel   2009 — 2011
Bachelor of Science (B.S.), Civil Engineering

Trident Technical College   2006 — 2009
Associate of Science (A.S.), Civil Engineering

Cathy Mazewski Cathy Mazewski Flemington, New Jersey Details
Cathy Mazewski's Merrill Lynch Experience January 1989 - March 1993
Job Billing coordinator at Somerset pediatric group
Industry Medical Practice
Experience
Somerset pediatric group  September 1995 - Present
H.J. Opdyke Lumber Co.   March 1993 - September 1994
Merrill Lynch   January 1989 - March 1993

Education
The College of New Jersey   1985 — 1989
Bachelor of Arts (B.A.), Psychology

University of Dayton   1984 — 1985
Biology, General

Doug Faubl Doug Faubl Philadelphia, Pennsylvania Details
Doug Faubl's Merrill Lynch Experience February 1994 - September 1994
Job Senior DBA at City of Philadelphia
Industry Computer Software
Experience
City of Philadelphia  January 2015 - Present
Faubl IT Consulting   October 2012 - December 2014
Allscripts  October 2012 - October 2013
City of Philadelphia  July 2003 - October 2012
Contractor - Information Technology Professional Services Inc.   December 1999 - July 2003
Oracle  October 1998 - December 1999
Paranet  October 1996 - October 1998
AT&T  October 1994 - September 1996
Merrill Lynch   February 1994 - September 1994

Skills
Oracle, Oracle HR, PL/SQL, Oracle E-Business Suite, Data Warehousing, Database Design, Databases, Unix Shell Scripting, Enterprise Architecture, SDLC, Red Hat Linux, SQL, Data Modeling, Solution Architecture, Microsoft SQL Server, Shell Scripting, Disaster Recovery, Oracle RAC, Linux, SQL Tuning, Oracle Certified DBA, Instructor-led Training, Oracle SQL Developer, Bash, Project Management, Backup & Restore, Performance Tuning, ETL, Data Guard

Education
The College of New Jersey   1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Computer Science

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