Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
UBS Financial Services Inc. June 2014 - Present
Merrill Lynch November 2009 - May 2014
Education
The College of New Jersey 2005 — 2009
Bachelors, Finance
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
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
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
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
Blomberg October 2009 - Present
Merrill Lynch September 2008 - December 2008
Education
The College of New Jersey 2005 — 2009
Bachelor of Science, Finance
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
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
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
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
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
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
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
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
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
Merrill Lynch 2006 - Present
Skills
FINRA, Series 24, Series 63, Series 7, Investments, AML
Education
The College of New Jersey 1999 — 2003
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
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
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
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
Merrill Lynch 2002 - 2008
Skills
Financial Advisory
Education
The College of New Jersey
Bachelor of Science
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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