Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Michael Galvin Michael Galvin's Merrill Lynch Experience October 2004 - August 2005
Job Account Executive/Attorney Legal Division/Bloomberg Law at Bloomberg BNA
Industry Information Services
Experience
Bloomberg BNA July 2012 - Present
Wilentz, Goldman & Spitzer, P.A. September 2008 - July 2012
Merrill Lynch October 2004 - August 2005
Skills
Bloomberg Terminal, Bloomberg, Public Finance, Campaign Finance, Fixed Income, Corporate Law, Legal Research, Legal Research Skills, Legal Writing, Creative Writing, Proposal Writing, Consulting, Sales, CRM, Client Development, Client Liaison, New Business Development, Business Development, Attorneys, Social Media, Strategy, Salesforce.com, Strategic Planning, Marketing, Leadership, Management
Education
Rutgers University School of Law - Newark 2005 — 2008
Doctor of Law (JD), Law
Boston College 2000 — 2004
Bachelor of Arts (BA), History
Bloomberg BNA July 2012 - Present
Wilentz, Goldman & Spitzer, P.A. September 2008 - July 2012
Merrill Lynch October 2004 - August 2005
Skills
Bloomberg Terminal, Bloomberg, Public Finance, Campaign Finance, Fixed Income, Corporate Law, Legal Research, Legal Research Skills, Legal Writing, Creative Writing, Proposal Writing, Consulting, Sales, CRM, Client Development, Client Liaison, New Business Development, Business Development, Attorneys, Social Media, Strategy, Salesforce.com, Strategic Planning, Marketing, Leadership, Management
Education
Rutgers University School of Law - Newark 2005 — 2008
Doctor of Law (JD), Law
Boston College 2000 — 2004
Bachelor of Arts (BA), History
Dionysus Garvin Dionysus Garvin's Merrill Lynch Experience July 1988 - March 1994
Job Senior Client Service Representative at United Corporate Services, Inc.
Industry Legal Services
Experience
United Corporate Services, Inc. February 2013 - September 2013
National Corporate Research, Ltd. March 2011 - February 2013
CT Corporation System a, Wolters Kluwer Business September 2008 - February 2011
CT Lien Solutions, a Wolters Kluwer Business February 2006 - September 2008
CT Corporation System, a Wolters Kluwer Business September 1999 - May 2006
CT Corporation January 1997 - September 1999
Intercounty Clearance Corporation March 1994 - January 1997
Merrill Lynch July 1988 - March 1994
Skills
UCC Guru and Corporate..., Fashion and Interior..., Windows: MS Office..., Mergers & Acquisitions, Corporate Law, Litigation, Real Estate, Due Diligence, Policy, Document Review, Legal Research, Legal Assistance, Litigation Support, Bankruptcy, Corporate Governance, Employment Law, Document Management, Negotiation, Legal Writing, Contract Management, Securities, Adobe Acrobat, Nonprofits, Uniform Commercial Code, Contract Negotiation, Finance, Commercial Litigation, Intellectual Property, Research, Notary Public, Microsoft Excel, Insurance, PACER, Westlaw, Legal Compliance, Mediation, Document Drafting, Real Estate Transactions, Data Entry, Legal Advice, Arbitration, Civil Litigation, Trademarks, Private Equity, Paralegals, Access, Legal Documents, Lexis, Licensing, Courts
Education
Borough of Manhattan Community College 1992 — 1994
Business Management/Banking and Finance
United Corporate Services, Inc. February 2013 - September 2013
National Corporate Research, Ltd. March 2011 - February 2013
CT Corporation System a, Wolters Kluwer Business September 2008 - February 2011
CT Lien Solutions, a Wolters Kluwer Business February 2006 - September 2008
CT Corporation System, a Wolters Kluwer Business September 1999 - May 2006
CT Corporation January 1997 - September 1999
Intercounty Clearance Corporation March 1994 - January 1997
Merrill Lynch July 1988 - March 1994
Skills
UCC Guru and Corporate..., Fashion and Interior..., Windows: MS Office..., Mergers & Acquisitions, Corporate Law, Litigation, Real Estate, Due Diligence, Policy, Document Review, Legal Research, Legal Assistance, Litigation Support, Bankruptcy, Corporate Governance, Employment Law, Document Management, Negotiation, Legal Writing, Contract Management, Securities, Adobe Acrobat, Nonprofits, Uniform Commercial Code, Contract Negotiation, Finance, Commercial Litigation, Intellectual Property, Research, Notary Public, Microsoft Excel, Insurance, PACER, Westlaw, Legal Compliance, Mediation, Document Drafting, Real Estate Transactions, Data Entry, Legal Advice, Arbitration, Civil Litigation, Trademarks, Private Equity, Paralegals, Access, Legal Documents, Lexis, Licensing, Courts
Education
Borough of Manhattan Community College 1992 — 1994
Business Management/Banking and Finance
Elizabeth Millea's Merrill Lynch Experience November 2010 - January 2012
Job Sales Supervisor / Design Consultant at Jonathan Adler
Industry Retail
Experience
Jonathan Adler March 2015 - Present
Tory Burch September 2014 - March 2015
West Elm October 2013 - January 2015
Merrill Lynch November 2010 - January 2012
Barclays Capital March 2003 - October 2009
Fleet Bank September 1999 - January 2003
Fidelity Investments June 1998 - June 1999
Skills
Investments, Finance, Financial Analysis, Trading Systems, Securities, Equity Trading, Equities, Trading, Fixed Income, Series 7, Electronic Trading, Management, Financial Risk, Bloomberg, Financial Markets
Education
Boston College 1994 — 1998
BA
Hanover Park High School 1990 — 1994
Parsons School of Design
Various Courses
Jonathan Adler March 2015 - Present
Tory Burch September 2014 - March 2015
West Elm October 2013 - January 2015
Merrill Lynch November 2010 - January 2012
Barclays Capital March 2003 - October 2009
Fleet Bank September 1999 - January 2003
Fidelity Investments June 1998 - June 1999
Skills
Investments, Finance, Financial Analysis, Trading Systems, Securities, Equity Trading, Equities, Trading, Fixed Income, Series 7, Electronic Trading, Management, Financial Risk, Bloomberg, Financial Markets
Education
Boston College 1994 — 1998
BA
Hanover Park High School 1990 — 1994
Parsons School of Design
Various Courses
Dana Jecewiz Dana Jecewiz's Merrill Lynch Experience June 2008 - September 2008
Job Executive Recruitment Coordinator
Industry Human Resources
Experience
Macy's May 2015 - Present
NYU Stern School of Business July 2014 - May 2015
NYU Stern School of Business January 2010 - July 2014
New York University September 2012 - December 2012
Boston College Development Office January 2008 - May 2009
Merrill Lynch June 2008 - September 2008
Skills
Higher Education, Web Content, Financial Aid..., Student Affairs, Financial Literacy..., Web Development, Presentations, Leadership Development, Microsoft Office, Oracle, PeopleSoft, Qualtrics, Higher Education..., Higher Education Policy, Social Media
Education
New York University 2012 — 2013
Master of Arts (MA), Higher Education/Higher Education Administration
Boston College 2005 — 2009
Bachelor of Arts (BA), Economics & Psychology
John Cabot University (Rome, Italy) 2007 — 2007
Study Abroad, Non-degree program
St. Anthony's High School (South Huntington, NY) 2001 — 2005
Macy's May 2015 - Present
NYU Stern School of Business July 2014 - May 2015
NYU Stern School of Business January 2010 - July 2014
New York University September 2012 - December 2012
Boston College Development Office January 2008 - May 2009
Merrill Lynch June 2008 - September 2008
Skills
Higher Education, Web Content, Financial Aid..., Student Affairs, Financial Literacy..., Web Development, Presentations, Leadership Development, Microsoft Office, Oracle, PeopleSoft, Qualtrics, Higher Education..., Higher Education Policy, Social Media
Education
New York University 2012 — 2013
Master of Arts (MA), Higher Education/Higher Education Administration
Boston College 2005 — 2009
Bachelor of Arts (BA), Economics & Psychology
John Cabot University (Rome, Italy) 2007 — 2007
Study Abroad, Non-degree program
St. Anthony's High School (South Huntington, NY) 2001 — 2005
Brendan Rousseau Brendan Rousseau's Merrill Lynch Experience January 2009 - May 2009
Job Financial Consultant at OptumHealth
Industry Pharmaceuticals
Experience
OptumHealth September 2013 - Present
Vertex Pharmaceuticals September 2012 - September 2013
Vertex Pharmaceuticals January 2011 - September 2012
America's Growth Capital February 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
VBA, SAP BPC, Valuation, Analysis, Portfolio Management, Management, Equities, Banking, Financial Analysis, Strategic Financial..., Financial Modeling, Forecasting, Due Diligence, Microsoft Excel, Corporate Finance, Sarbanes-Oxley Act, PowerPoint, Financial Reporting, Budgets, Data Analysis, Outlook, General Ledger
Education
Boston College 2007 — 2010
BA, Corporate Systems; Concentration in Accounting
University of San Francisco 2006 — 2007
Boston College High School 2002 — 2006
OptumHealth September 2013 - Present
Vertex Pharmaceuticals September 2012 - September 2013
Vertex Pharmaceuticals January 2011 - September 2012
America's Growth Capital February 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
VBA, SAP BPC, Valuation, Analysis, Portfolio Management, Management, Equities, Banking, Financial Analysis, Strategic Financial..., Financial Modeling, Forecasting, Due Diligence, Microsoft Excel, Corporate Finance, Sarbanes-Oxley Act, PowerPoint, Financial Reporting, Budgets, Data Analysis, Outlook, General Ledger
Education
Boston College 2007 — 2010
BA, Corporate Systems; Concentration in Accounting
University of San Francisco 2006 — 2007
Boston College High School 2002 — 2006
Andrew Orpik's Merrill Lynch Experience October 2011 - December 2012
Job Advisor at Cresa Boston
Industry Real Estate
Experience
Cresa Boston March 2013 - Present
Merrill Lynch October 2011 - December 2012
Pittsburgh Penguins September 2010 - May 2011
Conversion Associates June 2008 - August 2008
Skills
Commercial Real Estate, Real Estate Transactions, Tenant Representation, Capital Markets, Sales, Uniform Combined State..., Marketing, Due Diligence, Finance, Real Estate, Brokerage, Leadership, Real Estate Economics
Education
Boston College 2005 — 2009
Bachelor of Science, Marketing; Applied Marketing Management
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Marketing
Thayer Academy 2003 — 2005
Cresa Boston March 2013 - Present
Merrill Lynch October 2011 - December 2012
Pittsburgh Penguins September 2010 - May 2011
Conversion Associates June 2008 - August 2008
Skills
Commercial Real Estate, Real Estate Transactions, Tenant Representation, Capital Markets, Sales, Uniform Combined State..., Marketing, Due Diligence, Finance, Real Estate, Brokerage, Leadership, Real Estate Economics
Education
Boston College 2005 — 2009
Bachelor of Science, Marketing; Applied Marketing Management
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Marketing
Thayer Academy 2003 — 2005
Mo Hallaba's Merrill Lynch Experience July 2007 - December 2008
Job Buyside M&A at SMBC
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation May 2013 - Present
Banco Santander October 2009 - October 2012
Merrill Lynch July 2007 - December 2008
Merrill Lynch June 2006 - August 2006
Citi July 2005 - August 2005
Wachovia Securities June 2005 - July 2005
Wachovia Wealth Management June 2004 - August 2004
Skills
Valuation, Financial Modeling, Sell Side, Equity Research, Equities, Investment Banking, Bloomberg, Investments, Private Equity, Corporate Finance, Alternative Investments, Finance, Mergers & Acquisitions, Financial Analysis, Banking, Analysis, Risk Management
Education
Boston College 2003 — 2007
BS in Management, Honors, Finance, Corporate Reporting & Analysis
Boston College, Carroll School of Management 2003 — 2007
B.Sc, Management; Finance and Corporate Reporting & Analysis
American School of Warsaw 2001 — 2003
HS
Sumitomo Mitsui Banking Corporation May 2013 - Present
Banco Santander October 2009 - October 2012
Merrill Lynch July 2007 - December 2008
Merrill Lynch June 2006 - August 2006
Citi July 2005 - August 2005
Wachovia Securities June 2005 - July 2005
Wachovia Wealth Management June 2004 - August 2004
Skills
Valuation, Financial Modeling, Sell Side, Equity Research, Equities, Investment Banking, Bloomberg, Investments, Private Equity, Corporate Finance, Alternative Investments, Finance, Mergers & Acquisitions, Financial Analysis, Banking, Analysis, Risk Management
Education
Boston College 2003 — 2007
BS in Management, Honors, Finance, Corporate Reporting & Analysis
Boston College, Carroll School of Management 2003 — 2007
B.Sc, Management; Finance and Corporate Reporting & Analysis
American School of Warsaw 2001 — 2003
HS
Brad Brennan's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital July 2014 - Present
Wolverine Bank July 2013 - May 2014
KeyBanc Capital Markets May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Hellolife May 2010 - August 2010
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
KeyBank Real Estate Capital July 2014 - Present
Wolverine Bank July 2013 - May 2014
KeyBanc Capital Markets May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Hellolife May 2010 - August 2010
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
Daniel Peralta, CPCU's Merrill Lynch Experience October 2003 - October 2006
Job Asst. Sales & Client Services Manager at Amica Mutual Insurance
Industry Insurance
Experience
Amica Mutual Insurance October 2012 - Present
Amica Mutual Insurance September 2009 - October 2012
Amica Mutual Insurance April 2007 - September 2009
Merrill Lynch October 2003 - October 2006
Skills
Sales, Sales Management, Sales Management..., Coaching, Property & Casualty..., CPCU, Team Management, Account Management, Marketing, Marketing Strategy, Branch Management, Branch Operation, Business Expansion, Leadership Development, Team Leadership, Relationship Management, Recruiting, Strategic Planning, Customer Retention
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Finance and Marketing
Amica Mutual Insurance October 2012 - Present
Amica Mutual Insurance September 2009 - October 2012
Amica Mutual Insurance April 2007 - September 2009
Merrill Lynch October 2003 - October 2006
Skills
Sales, Sales Management, Sales Management..., Coaching, Property & Casualty..., CPCU, Team Management, Account Management, Marketing, Marketing Strategy, Branch Management, Branch Operation, Business Expansion, Leadership Development, Team Leadership, Relationship Management, Recruiting, Strategic Planning, Customer Retention
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Finance and Marketing
Amanuel Teshome's Merrill Lynch Experience June 2014 - August 2014
Job Incoming Analyst at Compensation Advisory Partners
Industry Financial Services
Experience
Compensation Advisory Partners April 2015 - Present
Merrill Lynch June 2014 - August 2014
CollegeMapper June 2013 - August 2013
City of Seattle June 2012 - August 2012
State Farm May 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Customer Service, Data Analysis, Event Planning, Facebook, Investments, Marketing, Social Media, Social Networking, Financial Analysis, Management, Spanish
Education
Boston College 2011 — 2015
Bachelor of Applied Science (BASc), Finance and Marketing
Seattle Preparatory School 2007 — 2011
Diploma
Compensation Advisory Partners April 2015 - Present
Merrill Lynch June 2014 - August 2014
CollegeMapper June 2013 - August 2013
City of Seattle June 2012 - August 2012
State Farm May 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Customer Service, Data Analysis, Event Planning, Facebook, Investments, Marketing, Social Media, Social Networking, Financial Analysis, Management, Spanish
Education
Boston College 2011 — 2015
Bachelor of Applied Science (BASc), Finance and Marketing
Seattle Preparatory School 2007 — 2011
Diploma
Bob Borkowski's Merrill Lynch Experience November 2004 - October 2013
Job Vice President, Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2013 - Present
Merrill Lynch November 2004 - October 2013
Southington Northern Little League September 2011 - September 2013
Smith Barney 1999 - 2004
Tucker Anthony 1994 - 1999
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Retirement Planning, Retirement, Equities, Asset Managment, Portfolio Management, Fixed Income, Securities, Strategic Financial..., Hedge Funds, 401k, Insurance, Investment Management, Investment Advisory, Investment Strategies, Series 65, Loans, Mortgage Lending, Finance, Financial Services, Financial Advisory
Education
Boston College 1989 — 1993
BS, Finance, Operations & Strategic Management
Janney Montgomery Scott October 2013 - Present
Merrill Lynch November 2004 - October 2013
Southington Northern Little League September 2011 - September 2013
Smith Barney 1999 - 2004
Tucker Anthony 1994 - 1999
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Retirement Planning, Retirement, Equities, Asset Managment, Portfolio Management, Fixed Income, Securities, Strategic Financial..., Hedge Funds, 401k, Insurance, Investment Management, Investment Advisory, Investment Strategies, Series 65, Loans, Mortgage Lending, Finance, Financial Services, Financial Advisory
Education
Boston College 1989 — 1993
BS, Finance, Operations & Strategic Management
Jaclyn Vilaca-Mischler's Merrill Lynch Experience February 2008 - July 2010
Job Vice President, Municipal Underwriting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Bank of America Merrill Lynch June 2012 - October 2014
Bank of America Merrill Lynch July 2010 - June 2012
Merrill Lynch February 2008 - July 2010
Merrill Lynch August 2006 - February 2008
Skills
Municipal Bonds, Derivatives, Interest Rate Swaps, Trading, Underwriting, Capital Markets, Fixed Income, Series 7, Series 63, Hedging, Bond Pricing, Microsoft Excel, Alternative Investments
Education
Boston College 2002 — 2006
Accounting and Finance
J.P. Morgan October 2014 - Present
Bank of America Merrill Lynch June 2012 - October 2014
Bank of America Merrill Lynch July 2010 - June 2012
Merrill Lynch February 2008 - July 2010
Merrill Lynch August 2006 - February 2008
Skills
Municipal Bonds, Derivatives, Interest Rate Swaps, Trading, Underwriting, Capital Markets, Fixed Income, Series 7, Series 63, Hedging, Bond Pricing, Microsoft Excel, Alternative Investments
Education
Boston College 2002 — 2006
Accounting and Finance
Albert Meng Albert Meng's Merrill Lynch Experience June 2014 - August 2014
Job Fixed Income Investment Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors June 2015 - Present
Merrill Lynch June 2014 - August 2014
Highbridge Capital Management August 2009 - June 2013
Amaranth 2006 - 2006
Skills
Bloomberg, VBA for Excel, VBA for Access, Excel, Data Analysis, Java, C, NLP, Access, VBA, Microsoft Excel, Account Reconciliation, Statistics, Hedge Funds, Finance, Databases, Financial Modeling, Settlement
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College 2005 — 2009
Bachelor of Science, Physics, Psychology
Byram Hills High School
Federated Investors June 2015 - Present
Merrill Lynch June 2014 - August 2014
Highbridge Capital Management August 2009 - June 2013
Amaranth 2006 - 2006
Skills
Bloomberg, VBA for Excel, VBA for Access, Excel, Data Analysis, Java, C, NLP, Access, VBA, Microsoft Excel, Account Reconciliation, Statistics, Hedge Funds, Finance, Databases, Financial Modeling, Settlement
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College 2005 — 2009
Bachelor of Science, Physics, Psychology
Byram Hills High School
Ellen Reid's Merrill Lynch Experience March 2013 - April 2014
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group April 2014 - Present
Merrill Lynch March 2013 - April 2014
Pearson Learning Solutions June 2012 - December 2012
Boston College January 2010 - June 2012
Boston University School of Public Health September 2011 - May 2012
Pearson Learning Solutions May 2011 - August 2011
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), English and Communication Studies
University College Dublin
Semester Abroad, Studied English and Irish History
Merrill Lynch Private Banking and Investment Group April 2014 - Present
Merrill Lynch March 2013 - April 2014
Pearson Learning Solutions June 2012 - December 2012
Boston College January 2010 - June 2012
Boston University School of Public Health September 2011 - May 2012
Pearson Learning Solutions May 2011 - August 2011
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), English and Communication Studies
University College Dublin
Semester Abroad, Studied English and Irish History
Randy Grant Randy Grant's Merrill Lynch Experience April 2007 - January 2008
Job Manager of Investment Company Processing at INVeSHARE, Inc.
Industry Investment Banking
Experience
INVeSHARE, Inc. March 2015 - Present
Morgan Stanley February 2012 - Present
Credit Suisse January 2008 - April 2011
Merrill Lynch April 2007 - January 2008
Mellon Investor Services March 2004 - January 2006
Institutional Shareholder Services August 1999 - November 2001
Oppenheimer Capital November 1993 - August 1999
U.S. Trust Company of NY 1988 - 1993
Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
BUSINESS MANAGEMENT
Borough of Manhattan Community College 1989 — 1991
AAS, Business mANAGEMENT
INVeSHARE, Inc. March 2015 - Present
Morgan Stanley February 2012 - Present
Credit Suisse January 2008 - April 2011
Merrill Lynch April 2007 - January 2008
Mellon Investor Services March 2004 - January 2006
Institutional Shareholder Services August 1999 - November 2001
Oppenheimer Capital November 1993 - August 1999
U.S. Trust Company of NY 1988 - 1993
Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
BUSINESS MANAGEMENT
Borough of Manhattan Community College 1989 — 1991
AAS, Business mANAGEMENT
Matthew Gelman Matthew Gelman's Merrill Lynch Experience January 2010 - May 2010
Job Youth Development Practictioner, Proponent of Equality & Arts Access, Professional of Fun & Events
Industry Nonprofit Organization Management
Experience
The Theater Offensive August 2015 - Present
ZUMIX April 2014 - August 2015
Hyde Square Task Force September 2011 - February 2014
Hyde Square Task Force August 2010 - August 2011
Merrill Lynch January 2010 - May 2010
Citi Performing Arts Center September 2009 - December 2009
Kumon of Hopkinton June 2004 - August 2008
Skills
Youth Development, Youth Empowerment, Youth Engagement, Community Development, Event Planning, Curriculum Design, Curriculum Innovation, Program Development, Program Management, Volunteer Management, Creativity, Acting, Teaching Acting, Fundraising, Writing, Editing, Public Speaking, Research, Spanish, Leadership, Community Outreach
Education
Boston University 2013 — 2015
Certificate in Nonprofit Management and Leadership
Boston College 2006 — 2010
BA, International Studies, Spanish
Universidad San Francisco de Quito 2009 — 2009
Study Abroad
Hopkinton High School 2002 — 2006
HS Diploma
The Theater Offensive August 2015 - Present
ZUMIX April 2014 - August 2015
Hyde Square Task Force September 2011 - February 2014
Hyde Square Task Force August 2010 - August 2011
Merrill Lynch January 2010 - May 2010
Citi Performing Arts Center September 2009 - December 2009
Kumon of Hopkinton June 2004 - August 2008
Skills
Youth Development, Youth Empowerment, Youth Engagement, Community Development, Event Planning, Curriculum Design, Curriculum Innovation, Program Development, Program Management, Volunteer Management, Creativity, Acting, Teaching Acting, Fundraising, Writing, Editing, Public Speaking, Research, Spanish, Leadership, Community Outreach
Education
Boston University 2013 — 2015
Certificate in Nonprofit Management and Leadership
Boston College 2006 — 2010
BA, International Studies, Spanish
Universidad San Francisco de Quito 2009 — 2009
Study Abroad
Hopkinton High School 2002 — 2006
HS Diploma
J. Scott McGraw J. Scott McGraw's Merrill Lynch Experience 2001 - 2003
Job Founder, Merit Investment Management
Industry Investment Management
Experience
Merit Investment Management 2009 - Present
Gardner Lewis Asset Management 2005 - 2009
Bank of America 2003 - 2005
Merrill Lynch 2001 - 2003
Accenture 1994 - 2000
Skills
Investment Management, Alternative Investments, Investment Strategies, Equity Research, Hedge Funds, Equity Valuation, Valuation, Asset Management, Mutual Funds, Investment Banking, Bloomberg, Investment Advisory, Investments, Equities, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Boston College 1990 — 1994
BS, Finance & Economics
Merit Investment Management 2009 - Present
Gardner Lewis Asset Management 2005 - 2009
Bank of America 2003 - 2005
Merrill Lynch 2001 - 2003
Accenture 1994 - 2000
Skills
Investment Management, Alternative Investments, Investment Strategies, Equity Research, Hedge Funds, Equity Valuation, Valuation, Asset Management, Mutual Funds, Investment Banking, Bloomberg, Investment Advisory, Investments, Equities, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Boston College 1990 — 1994
BS, Finance & Economics
Cathy Rieder's Merrill Lynch Experience June 1988 - December 1991
Job Marketing and Communications
Industry Marketing and Advertising
Experience
McLean Asset Management Corporation November 2013 - Present
Performing Arts Venues August 2003 - Present
Capitol Steps May 2007 - February 2014
Mothers First September 1996 - August 2000
Logicon/Northrop Grumman January 1995 - February 1996
Information Engineering Systems Corp. August 1993 - January 1995
MIC, Inc. January 1992 - July 1993
Merrill Lynch June 1988 - December 1991
Travelers June 1987 - June 1988
Skills
Marketing, Creative Direction, Marketing Communications, Team Leadership, Business Development, Non-profit Leadership, Corporate Branding, Strategic Thinking, Business Relationship..., Client Relations, Creative Solutions, Sports Management, Visual Arts, Contract Negotiating
Education
Boston College
B.A. with Honors, Economics Major, Computer Science Minor
McLean Asset Management Corporation November 2013 - Present
Performing Arts Venues August 2003 - Present
Capitol Steps May 2007 - February 2014
Mothers First September 1996 - August 2000
Logicon/Northrop Grumman January 1995 - February 1996
Information Engineering Systems Corp. August 1993 - January 1995
MIC, Inc. January 1992 - July 1993
Merrill Lynch June 1988 - December 1991
Travelers June 1987 - June 1988
Skills
Marketing, Creative Direction, Marketing Communications, Team Leadership, Business Development, Non-profit Leadership, Corporate Branding, Strategic Thinking, Business Relationship..., Client Relations, Creative Solutions, Sports Management, Visual Arts, Contract Negotiating
Education
Boston College
B.A. with Honors, Economics Major, Computer Science Minor
Carmen Dello Iacono's Merrill Lynch Experience September 2014 - January 2015
Job Incoming Consultant at FactSet
Industry Research
Experience
FactSet July 2015 - Present
Merrill Lynch September 2014 - January 2015
Clearstream Solutions June 2014 - August 2014
Boston College - Naughton Lab October 2013 - June 2014
Boston College February 2012 - January 2014
Massachusetts Senate & House June 2010 - August 2010
Skills
Research, Physics, Microsoft Office, Customer Service, Social Media, Microsoft Word, Environmental Consulting, Microsoft Excel, Mathematics, Intercollegiate..., Teamwork, Mathematica, SPSS, Statistics, Data Analysis, Training, Social Networking, Leadership, Facebook, Event Planning, Fundraising
Education
Boston College 2011 — 2015
Bachelor of Science (BS), Physics
Dedham High School 2007 — 2011
FactSet July 2015 - Present
Merrill Lynch September 2014 - January 2015
Clearstream Solutions June 2014 - August 2014
Boston College - Naughton Lab October 2013 - June 2014
Boston College February 2012 - January 2014
Massachusetts Senate & House June 2010 - August 2010
Skills
Research, Physics, Microsoft Office, Customer Service, Social Media, Microsoft Word, Environmental Consulting, Microsoft Excel, Mathematics, Intercollegiate..., Teamwork, Mathematica, SPSS, Statistics, Data Analysis, Training, Social Networking, Leadership, Facebook, Event Planning, Fundraising
Education
Boston College 2011 — 2015
Bachelor of Science (BS), Physics
Dedham High School 2007 — 2011
James Parsons Duncker's Merrill Lynch Experience January 1987 - January 1992
Job ArchitectDesigner
Industry Architecture & Planning
Experience
vonDuncker.com July 2009 - Present
Pfeiffer Partners Los Angeles February 2008 - July 2009
Blackstone Block Architects / Boston Simmons College January 2000 - January 2008
Various Companies January 1992 - January 1998
Merrill Lynch January 1987 - January 1992
Education
Boston Architectural College 1994 — 2001
Bachelor of Architecture
vonDuncker.com July 2009 - Present
Pfeiffer Partners Los Angeles February 2008 - July 2009
Blackstone Block Architects / Boston Simmons College January 2000 - January 2008
Various Companies January 1992 - January 1998
Merrill Lynch January 1987 - January 1992
Education
Boston Architectural College 1994 — 2001
Bachelor of Architecture
Christopher Cody Christopher Cody's Merrill Lynch Experience June 2013 - August 2013
Job MBA Candidate The University of Chicago Booth School of Business
Industry Banking
Experience
Accenture July 2014 - Present
Management Leadership for Tomorrow January 2011 - Present
Merrill Lynch June 2013 - August 2013
The PrivateBank November 2008 - August 2012
Ladder Up 2007 - 2008
Skills
Banking, Financial Analysis, Data Analysis, Event Planning, Investments, Finance, Project Management, Analysis, Strategic Planning, Budgets, Microsoft Office, Public Speaking, Financial Modeling, Non-profits, Microsoft Excel, Research, Due Diligence, PowerPoint, Change Management, Marketing, Corporate Finance, Valuation, Accounting, Mergers, Investment Banking, Capital Markets, Policy, Financial Services, Securities, Business Strategy, Strategy, Management Consulting
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, and Economics
The University of Chicago 2010 — 2011
Certificate, Financial Decision Making
Boston College 2003 — 2007
BA, History
Accenture July 2014 - Present
Management Leadership for Tomorrow January 2011 - Present
Merrill Lynch June 2013 - August 2013
The PrivateBank November 2008 - August 2012
Ladder Up 2007 - 2008
Skills
Banking, Financial Analysis, Data Analysis, Event Planning, Investments, Finance, Project Management, Analysis, Strategic Planning, Budgets, Microsoft Office, Public Speaking, Financial Modeling, Non-profits, Microsoft Excel, Research, Due Diligence, PowerPoint, Change Management, Marketing, Corporate Finance, Valuation, Accounting, Mergers, Investment Banking, Capital Markets, Policy, Financial Services, Securities, Business Strategy, Strategy, Management Consulting
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, and Economics
The University of Chicago 2010 — 2011
Certificate, Financial Decision Making
Boston College 2003 — 2007
BA, History
Vincent Chao's Merrill Lynch Experience June 2012 - August 2012
Job Associate at RUBICON technology partners
Industry Investment Management
Experience
RUBICON technology partners September 2015 - Present
Lazard November 2014 - August 2015
BMO Capital Markets July 2013 - October 2014
Brightcove August 2012 - May 2013
Boston College October 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Peregrine Acquisitions // Green Tire Systems June 2010 - September 2010
Self Employed May 2009 - September 2010
Morristown Memorial Hospital June 2006 - September 2009
Skills
Financial Analysis, Business Analysis, Credit Analysis, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Mandarin, Data Analysis, Research, Microsoft Word, Valuation, Corporate Finance, Equity Research, VBA, Access, Analytics, Corporate FP&A, Salesforce.com, Essbase, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
BS, Management with Finance Concentration
Boston College 2009 — 2013
BA, Mathematics
The Hong Kong University of Science and Technology 2011 — 2011
Study Abroad, Finance
Parsippany Hills High School 2005 — 2009
High School
RUBICON technology partners September 2015 - Present
Lazard November 2014 - August 2015
BMO Capital Markets July 2013 - October 2014
Brightcove August 2012 - May 2013
Boston College October 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Peregrine Acquisitions // Green Tire Systems June 2010 - September 2010
Self Employed May 2009 - September 2010
Morristown Memorial Hospital June 2006 - September 2009
Skills
Financial Analysis, Business Analysis, Credit Analysis, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Mandarin, Data Analysis, Research, Microsoft Word, Valuation, Corporate Finance, Equity Research, VBA, Access, Analytics, Corporate FP&A, Salesforce.com, Essbase, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
BS, Management with Finance Concentration
Boston College 2009 — 2013
BA, Mathematics
The Hong Kong University of Science and Technology 2011 — 2011
Study Abroad, Finance
Parsippany Hills High School 2005 — 2009
High School
David Reilly, CFP® David Reilly, CFP®'s Merrill Lynch Experience February 2010 - December 2012
Job Vice President, Financial Consultant at Rockland Trust
Industry Financial Services
Experience
Rockland Trust August 2013 - Present
Citizens Bank December 2012 - August 2013
Merrill Lynch February 2010 - December 2012
Strategic Financial Partners September 2009 - January 2010
Children's Hospital Boston June 2007 - July 2009
The Roxbury Latin School May 2005 - June 2007
Golf Digest 2003 - 2005
American Express August 2001 - October 2003
American Express 2001 - 2003
Skills
Strategic Planning, Mergers, Mutual Funds, Philanthropy, Strategic Partnerships, Investments, Public Speaking, Financial Analysis, Fundraising, Asset Managment, Portfolio Management, Financial Modeling, Social Media, Business Strategy, Marketing Strategy, Event Planning, Certified Financial..., Strategy, Alternative Investments, Finance, Mergers & Acquisitions, Asset Management, Business Planning, Series 7, Marketing, Securities, Financial Services
Education
Wake Forest University School of Business 1999 — 2001
MBA, Marketing and Information Technology
Boston College 1990 — 1994
Bachelor of Arts (B.A.), History
The Roxbury Latin School 1984 — 1990
Rockland Trust August 2013 - Present
Citizens Bank December 2012 - August 2013
Merrill Lynch February 2010 - December 2012
Strategic Financial Partners September 2009 - January 2010
Children's Hospital Boston June 2007 - July 2009
The Roxbury Latin School May 2005 - June 2007
Golf Digest 2003 - 2005
American Express August 2001 - October 2003
American Express 2001 - 2003
Skills
Strategic Planning, Mergers, Mutual Funds, Philanthropy, Strategic Partnerships, Investments, Public Speaking, Financial Analysis, Fundraising, Asset Managment, Portfolio Management, Financial Modeling, Social Media, Business Strategy, Marketing Strategy, Event Planning, Certified Financial..., Strategy, Alternative Investments, Finance, Mergers & Acquisitions, Asset Management, Business Planning, Series 7, Marketing, Securities, Financial Services
Education
Wake Forest University School of Business 1999 — 2001
MBA, Marketing and Information Technology
Boston College 1990 — 1994
Bachelor of Arts (B.A.), History
The Roxbury Latin School 1984 — 1990
Barry Mitchell, Jr.'s Merrill Lynch Experience September 2003 - November 2011
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch September 2003 - November 2011
Wachovia Securities Financial Network September 1999 - September 2003
Morgan Stanley Dean Witter July 1997 - September 1999
Oppenheimer & Co. August 1988 - July 1997
Education
Boston College 1983 — 1987
Bachelor's degree, Business
Iona Prep 1979 — 1983
High school
UBS Financial Services November 2011 - Present
Merrill Lynch September 2003 - November 2011
Wachovia Securities Financial Network September 1999 - September 2003
Morgan Stanley Dean Witter July 1997 - September 1999
Oppenheimer & Co. August 1988 - July 1997
Education
Boston College 1983 — 1987
Bachelor's degree, Business
Iona Prep 1979 — 1983
High school
Albert Coles Albert Coles's Merrill Lynch Experience April 1980 - January 1987
Job Founder CBD Science, LLC
Industry Health, Wellness and Fitness
Experience
CBD Science, LLC February 2010 - Present
Financial Design Associates February 1989 - February 2009
BDA 1991 - 1993
Business Design Associates, Inc. September 1989 - December 1991
Trader on the NYFE February 1987 - October 1989
Merrill Lynch April 1980 - January 1987
Skills
Public Speaking, Wellness, Research, Healthcare, Community Outreach
Education
University of California, Berkeley 1989 — 1992
PFP, Personal Financial Planning
Maharishi University of Management 1975 — 1978
BA, Interdiscipline
Boston College 1975 — 1976
CBD Science, LLC February 2010 - Present
Financial Design Associates February 1989 - February 2009
BDA 1991 - 1993
Business Design Associates, Inc. September 1989 - December 1991
Trader on the NYFE February 1987 - October 1989
Merrill Lynch April 1980 - January 1987
Skills
Public Speaking, Wellness, Research, Healthcare, Community Outreach
Education
University of California, Berkeley 1989 — 1992
PFP, Personal Financial Planning
Maharishi University of Management 1975 — 1978
BA, Interdiscipline
Boston College 1975 — 1976
Alexandra J. Miele, CFP®'s Merrill Lynch Experience June 2008 - November 2013
Job Wealth Management Advisor at The Andriole Group | HighTower
Industry Financial Services
Experience
The Andriole Group HighTower November 2013 - Present
Merrill Lynch June 2008 - November 2013
Skills
Financial Planning, Retirement Planning, Asset Management, Insurance Planning, Estate Planning, Investment Products, Residential Mortgages, Private Banking, Small Business, Wealth Transfer, Retirement, Wealth Management, Investments, Economics, Asset Managment, Strategic Financial..., Wealth, Alternative Investments, Asset Allocation, Finance, Financial Planners, Investment Advisory, Mutual Funds, Portfolio Management, Series 63, Series 7, Investment Management, Wealth Management..., 401k, ETFs
Education
Connecticut College 2007 — 2008
BA, Economics, Government
Boston College 2005 — 2007
Economics, Government
Choate Rosemary Hall 2001 — 2005
High School
The Andriole Group HighTower November 2013 - Present
Merrill Lynch June 2008 - November 2013
Skills
Financial Planning, Retirement Planning, Asset Management, Insurance Planning, Estate Planning, Investment Products, Residential Mortgages, Private Banking, Small Business, Wealth Transfer, Retirement, Wealth Management, Investments, Economics, Asset Managment, Strategic Financial..., Wealth, Alternative Investments, Asset Allocation, Finance, Financial Planners, Investment Advisory, Mutual Funds, Portfolio Management, Series 63, Series 7, Investment Management, Wealth Management..., 401k, ETFs
Education
Connecticut College 2007 — 2008
BA, Economics, Government
Boston College 2005 — 2007
Economics, Government
Choate Rosemary Hall 2001 — 2005
High School
Curtis Manning, CFA's Merrill Lynch Experience September 2002 - May 2005
Job Financial Services Professional
Industry Financial Services
Experience
Henderson Global Investors February 2015 - Present
Penserra Securities LLC October 2011 - Present
Odeon Capital Group February 2009 - November 2010
R. Seelaus & Company, Inc April 2008 - January 2009
JP Morgan Securities May 2005 - December 2007
Merrill Lynch September 2002 - May 2005
Skills
MBS, Analysis, Sales
Education
Boston College 1996 — 2000
Bachelor of Science, Finance
Henderson Global Investors February 2015 - Present
Penserra Securities LLC October 2011 - Present
Odeon Capital Group February 2009 - November 2010
R. Seelaus & Company, Inc April 2008 - January 2009
JP Morgan Securities May 2005 - December 2007
Merrill Lynch September 2002 - May 2005
Skills
MBS, Analysis, Sales
Education
Boston College 1996 — 2000
Bachelor of Science, Finance
Hobin Chi's Merrill Lynch Experience June 2007 - August 2007
Job Financial Analyst at Liberty Mutual Insurance Group
Industry Insurance
Experience
Liberty Mutual Insurance Group June 2008 - Present
Merrill Lynch June 2007 - August 2007
U.S. Office of Personnel Management May 2006 - August 2006
Education
Boston College 2004 — 2008
Bachelors, Economics, Mathematics
John Cabot University 2006 — 2006
Economics
Liberty Mutual Insurance Group June 2008 - Present
Merrill Lynch June 2007 - August 2007
U.S. Office of Personnel Management May 2006 - August 2006
Education
Boston College 2004 — 2008
Bachelors, Economics, Mathematics
John Cabot University 2006 — 2006
Economics
Chad Stewart's Merrill Lynch Experience 2005 - 2006
Job CEO & Founder at Devonfield,LLC
Industry Motion Pictures and Film
Experience
Devonfield, LLC December 2013 - Present
Princebury Productions & Media, LLC January 2010 - December 2013
The Britfield Group January 2006 - March 2010
Merrill Lynch 2005 - 2006
Morgan Stanley Smith Barney 2004 - 2005
Bank of America April 2003 - September 2004
Skills
Organizational..., Management Consulting, Leadership Development, Change Management, International Business, Executive Management, Thought Leadership, Business Strategy, Strategic Planning, Strategy Development, Marketing Strategy, Start-ups, Strategy
Education
Boston College 2001 — 2009
MBA, Global Strategy & International Marketing
Institute of Directors, London 2001 — 2004
Advanced Study, Corporate Governance
Harvard University 1999 — 2001
Post Grad, Business Strategy & Comprehensive Writing
Brown University 1995 — 1998
BA, British Literature & European History
Devonfield, LLC December 2013 - Present
Princebury Productions & Media, LLC January 2010 - December 2013
The Britfield Group January 2006 - March 2010
Merrill Lynch 2005 - 2006
Morgan Stanley Smith Barney 2004 - 2005
Bank of America April 2003 - September 2004
Skills
Organizational..., Management Consulting, Leadership Development, Change Management, International Business, Executive Management, Thought Leadership, Business Strategy, Strategic Planning, Strategy Development, Marketing Strategy, Start-ups, Strategy
Education
Boston College 2001 — 2009
MBA, Global Strategy & International Marketing
Institute of Directors, London 2001 — 2004
Advanced Study, Corporate Governance
Harvard University 1999 — 2001
Post Grad, Business Strategy & Comprehensive Writing
Brown University 1995 — 1998
BA, British Literature & European History
Chris Rosemeyer, CFA Chris Rosemeyer, CFA's Merrill Lynch Experience July 2012 - May 2013
Job Public Markets & Absolute Return at University of Chicago, Office of Investments
Industry Investment Management
Experience
The University of Chicago, Office of Investments June 2015 - Present
The University of Chicago, Office of Investments August 2014 - June 2015
Bank of America May 2013 - August 2014
Merrill Lynch July 2012 - May 2013
Merrill Lynch July 2011 - July 2012
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Strategy, Investment Management, Wealth Management, Investment Strategies, Analysis, Business Development, Market Research, Retirement, Wealth, Bloomberg, Private Banking
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Fenwick High School 2003 — 2007
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
The University of Chicago, Office of Investments June 2015 - Present
The University of Chicago, Office of Investments August 2014 - June 2015
Bank of America May 2013 - August 2014
Merrill Lynch July 2012 - May 2013
Merrill Lynch July 2011 - July 2012
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Strategy, Investment Management, Wealth Management, Investment Strategies, Analysis, Business Development, Market Research, Retirement, Wealth, Bloomberg, Private Banking
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Fenwick High School 2003 — 2007
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Alan Roth, CFA's Merrill Lynch Experience 1987 - 1989
Job Executive Recruiter
Industry Financial Services
Experience
ARB Recruitment Partners April 2014 - Present
The Goodkind Group/Bond Street Group/Strategic Workforce Solutions February 2006 - March 2014
Source Capital 2003 - 2006
Prudential Securities 1999 - 2002
Lehman Brothers 1997 - 1999
Dean Witter Reynolds Inc. 1989 - 1997
Merrill Lynch 1987 - 1989
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, M&A, Executive Recruiting, Business Valuation, Corporate Finance, Private Equity, Executive Search, Financial Services, Finance, Hedge Funds, Mergers & Acquisitions, Management, Financial Analysis, Due Diligence, Acquisitions, Fixed Income, Funding, Equities, Corporate Development, Strategy, Business Strategy
Education
Harvard Business School 1984 — 1986
MBA
Boston College 1977 — 1981
BS, Finance, Economics
Penfield High
ARB Recruitment Partners April 2014 - Present
The Goodkind Group/Bond Street Group/Strategic Workforce Solutions February 2006 - March 2014
Source Capital 2003 - 2006
Prudential Securities 1999 - 2002
Lehman Brothers 1997 - 1999
Dean Witter Reynolds Inc. 1989 - 1997
Merrill Lynch 1987 - 1989
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, M&A, Executive Recruiting, Business Valuation, Corporate Finance, Private Equity, Executive Search, Financial Services, Finance, Hedge Funds, Mergers & Acquisitions, Management, Financial Analysis, Due Diligence, Acquisitions, Fixed Income, Funding, Equities, Corporate Development, Strategy, Business Strategy
Education
Harvard Business School 1984 — 1986
MBA
Boston College 1977 — 1981
BS, Finance, Economics
Penfield High
Courtney Laub Courtney Laub's Merrill Lynch Experience June 2011 - August 2011
Job Account Executive at PAN Communications
Industry Public Relations and Communications
Experience
PAN Communications July 2015 - Present
PAN Communications November 2014 - June 2015
PAN Communications June 2014 - October 2014
SuccessFactors May 2013 - May 2014
Jumpstart September 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Spanish, Time Management, Microsoft Office, Social Media, Teamwork, Creative Writing, Facebook, Blogging, Twitter, WordPress, Marketing
Education
Boston College 2010 — 2014
Communications; International Studies and Hispanic Studies
Universidad Torcuato di Tella 2012 — 2012
Courses in International Studies, July- December 2012
University of California, Berkeley 2012 — 2012
Course in Business, June 2012
Menlo School 2006 — 2010
PAN Communications July 2015 - Present
PAN Communications November 2014 - June 2015
PAN Communications June 2014 - October 2014
SuccessFactors May 2013 - May 2014
Jumpstart September 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Spanish, Time Management, Microsoft Office, Social Media, Teamwork, Creative Writing, Facebook, Blogging, Twitter, WordPress, Marketing
Education
Boston College 2010 — 2014
Communications; International Studies and Hispanic Studies
Universidad Torcuato di Tella 2012 — 2012
Courses in International Studies, July- December 2012
University of California, Berkeley 2012 — 2012
Course in Business, June 2012
Menlo School 2006 — 2010
Barry M. Rosenberg, CFP® Barry M. Rosenberg, CFP®'s Merrill Lynch Experience September 1994 - August 1997
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors August 2015 - Present
Barry M. Rosenberg, CFP® August 1997 - July 2015
Merrill Lynch September 1994 - August 1997
Corporate Controller in Private Industry - Construction, Manufacturing and Distribution Industries January 1980 - December 1993
CPA firms in Boston, Massachusetts and Southern California June 1975 - December 1980
Skills
Exit and Succession..., Independent Due..., Dynamic Asset Allocation, Estate Planning, Risk Management, Executive Benefit..., Employee Group Benefits, Advanced Pension..., 401k, 403 b, Personal Structural..., Management Accounting, Financial Accounting, Life Insurance, Disability Insurance, Group Health Insurance
Education
College for Financial Planning 1991 — 1993
CFP Professional Education Program, Personal Financial Planning, Retirement and Estate Planning, Insurance, Pensions, and Tax Planning
Boston College 1972 — 1976
BS, Accounting and Finance
AXA Advisors August 2015 - Present
Barry M. Rosenberg, CFP® August 1997 - July 2015
Merrill Lynch September 1994 - August 1997
Corporate Controller in Private Industry - Construction, Manufacturing and Distribution Industries January 1980 - December 1993
CPA firms in Boston, Massachusetts and Southern California June 1975 - December 1980
Skills
Exit and Succession..., Independent Due..., Dynamic Asset Allocation, Estate Planning, Risk Management, Executive Benefit..., Employee Group Benefits, Advanced Pension..., 401k, 403 b, Personal Structural..., Management Accounting, Financial Accounting, Life Insurance, Disability Insurance, Group Health Insurance
Education
College for Financial Planning 1991 — 1993
CFP Professional Education Program, Personal Financial Planning, Retirement and Estate Planning, Insurance, Pensions, and Tax Planning
Boston College 1972 — 1976
BS, Accounting and Finance
Christopher Kubala's Merrill Lynch Experience August 2001 - August 2003
Job SVP and Program Manager at the Corporate Properties Group of Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo July 2013 - September 2015
Bank of America July 2007 - July 2013
SunGard Consulting Services January 2006 - July 2007
Modus, Incorporated March 2005 - December 2006
Scottish Re, Inc March 2005 - December 2006
Bank of America August 2003 - March 2005
Merrill Lynch August 2001 - August 2003
Bank of America March 1999 - August 2001
KPMG August 1996 - March 1999
Skills
Program Management, Change Management, Strategy, Financial Services, Business Process, Project Management, Leadership, Corporate Real Estate, Vendor Management, Business Innovation, Consulting, Facilitation, Business Analysis, Flexibility /..., Strategic Planning, Creativity, Performance Motivation, Mergers & Acquisitions, Risk Management, Business Development, Banking, Six Sigma, Integration, Process Improvement, Finance, PMO, Analysis, Portfolio Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 2000
MBA, Finance
Boston College 1990 — 1993
Bachelor of Arts (B.A.), Russian Language and Economics
Winter Park 1986 — 1990
High School Diploma
Wells Fargo September 2015 - Present
Wells Fargo July 2013 - September 2015
Bank of America July 2007 - July 2013
SunGard Consulting Services January 2006 - July 2007
Modus, Incorporated March 2005 - December 2006
Scottish Re, Inc March 2005 - December 2006
Bank of America August 2003 - March 2005
Merrill Lynch August 2001 - August 2003
Bank of America March 1999 - August 2001
KPMG August 1996 - March 1999
Skills
Program Management, Change Management, Strategy, Financial Services, Business Process, Project Management, Leadership, Corporate Real Estate, Vendor Management, Business Innovation, Consulting, Facilitation, Business Analysis, Flexibility /..., Strategic Planning, Creativity, Performance Motivation, Mergers & Acquisitions, Risk Management, Business Development, Banking, Six Sigma, Integration, Process Improvement, Finance, PMO, Analysis, Portfolio Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 2000
MBA, Finance
Boston College 1990 — 1993
Bachelor of Arts (B.A.), Russian Language and Economics
Winter Park 1986 — 1990
High School Diploma
Don Russo Don Russo's Merrill Lynch Experience November 1991 - February 1993
Job Senior VP Financial Services at Oracle Corporation, Retired
Industry Information Technology and Services
Experience
Oracle Corporation March 1993 - August 2012
Merrill Lynch November 1991 - February 1993
Booz Allen Hamilton July 1990 - November 1991
Salomon Brothers June 1979 - July 1990
Skills
SaaS, Business Alliances, IT Strategy, Acquisition Integration, Business Intelligence, Financial Services, Enterprise Architecture, Enterprise Software, Professional Services, Management Consulting, Capital Markets, Insurance, Sales Management, Product Management, Financial Mgmt, P&L Responsibility, New Business Development, Business Planning, Solution Architecture, Start-ups, Leadership, Banking, Program Management, Business Process..., ERP, Consulting, CRM, Outsourcing, Strategy, Business Process, Analytics, Cloud Computing, Executive Management, Business Transformation, Business Analysis, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Go-to-market Strategy, Solution Selling, Business Development, Pre-sales
Education
Wharton Business School 1975 — 1977
Master of Business Administration (MBA), Accounting and Computer Science
Boston College 1971 — 1975
Bachelor of Arts (B.A.), Mathematics and Economics
Oracle Corporation March 1993 - August 2012
Merrill Lynch November 1991 - February 1993
Booz Allen Hamilton July 1990 - November 1991
Salomon Brothers June 1979 - July 1990
Skills
SaaS, Business Alliances, IT Strategy, Acquisition Integration, Business Intelligence, Financial Services, Enterprise Architecture, Enterprise Software, Professional Services, Management Consulting, Capital Markets, Insurance, Sales Management, Product Management, Financial Mgmt, P&L Responsibility, New Business Development, Business Planning, Solution Architecture, Start-ups, Leadership, Banking, Program Management, Business Process..., ERP, Consulting, CRM, Outsourcing, Strategy, Business Process, Analytics, Cloud Computing, Executive Management, Business Transformation, Business Analysis, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Go-to-market Strategy, Solution Selling, Business Development, Pre-sales
Education
Wharton Business School 1975 — 1977
Master of Business Administration (MBA), Accounting and Computer Science
Boston College 1971 — 1975
Bachelor of Arts (B.A.), Mathematics and Economics
David Emma's Merrill Lynch Experience May 2001 - March 2011
Job Private Wealth Management and Managing Director, Partner HighTower/Naples
Industry Financial Services
Experience
HighTower March 2011 - Present
Merrill Lynch May 2001 - March 2011
National Hockey League 1992 - 2001
Skills
Certified Financial..., Estate Planning, Wealth Management, Investment Strategies, Alternative Investments, Private Wealth, Business Succession..., Business Development, Franchise Consulting, Insuring for Wealth..., Charitable Gift Planning, Investing for Wealth..., Property & Casualty...
Education
Boston College 1987 — 1991
Finance and Marketing
HighTower March 2011 - Present
Merrill Lynch May 2001 - March 2011
National Hockey League 1992 - 2001
Skills
Certified Financial..., Estate Planning, Wealth Management, Investment Strategies, Alternative Investments, Private Wealth, Business Succession..., Business Development, Franchise Consulting, Insuring for Wealth..., Charitable Gift Planning, Investing for Wealth..., Property & Casualty...
Education
Boston College 1987 — 1991
Finance and Marketing
Gregory Sarian, CPWA®|CIMA®|CFP®|ChFC®'s Merrill Lynch Experience June 1992 - February 2013
Job Private Wealth Manager | Managing Director of The Sarian Group | Partner at HighTower
Industry Financial Services
Experience
HighTower February 2013 - Present
Pennsylvania Bio 2010 - Present
Merrill Lynch June 1992 - February 2013
Skills
Separately Managed..., CIMA, Series 63, Financial Advisory, Strategic Financial..., Investments, Series 7, Equities, Wealth, Certified Financial..., Portfolio Management
Education
Boston College 1987 — 1991
BS, Economics
HighTower February 2013 - Present
Pennsylvania Bio 2010 - Present
Merrill Lynch June 1992 - February 2013
Skills
Separately Managed..., CIMA, Series 63, Financial Advisory, Strategic Financial..., Investments, Series 7, Equities, Wealth, Certified Financial..., Portfolio Management
Education
Boston College 1987 — 1991
BS, Economics
Charles Diana's Merrill Lynch Experience January 2000 - April 2006
Job Senior Vice President at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
James H. Whigham James H. Whigham's Merrill Lynch Experience June 1999 - January 2003
Job System Project Mgr Network Administrator at Gravotech
Industry Computer Hardware
Experience
Gravotech January 2013 - Present
Renew Computers Inc. March 2009 - January 2013
Gravograph August 2005 - December 2008
Merrill Lynch June 1999 - January 2003
Skills
SharePoint, Active Directory, Windows Services, Software Documentation, Group Policy, Windows 7, ERP, Windows Server, Powershell, Process Improvement, IIS, Microsoft Technologies, Microsoft Office..., Hardware, Blackberry Enterprise..., Remote Desktop
Education
New Horizons Computer Learning Center 1995 — 2003
Borough of Manhattan Community College 1984 — 1985
Gravotech January 2013 - Present
Renew Computers Inc. March 2009 - January 2013
Gravograph August 2005 - December 2008
Merrill Lynch June 1999 - January 2003
Skills
SharePoint, Active Directory, Windows Services, Software Documentation, Group Policy, Windows 7, ERP, Windows Server, Powershell, Process Improvement, IIS, Microsoft Technologies, Microsoft Office..., Hardware, Blackberry Enterprise..., Remote Desktop
Education
New Horizons Computer Learning Center 1995 — 2003
Borough of Manhattan Community College 1984 — 1985
Jennifer Villares's Merrill Lynch Experience May 2007 - August 2007
Job Investor Relations & Executive Assistant to the CEO
Industry Financial Services
Experience
Stabilis Capital Management, LP March 2013 - Present
MPG June 2011 - August 2012
MEC April 2010 - June 2011
MEC August 2008 - April 2010
Merrill Lynch May 2007 - August 2007
Skills
Digital Marketing, Media Planning, Digital Strategy, Integrated Marketing, Digital Media
Education
Loyola University New Orleans 2004 — 2008
BA, International Finance
Boston College 2006 — 2007
Stabilis Capital Management, LP March 2013 - Present
MPG June 2011 - August 2012
MEC April 2010 - June 2011
MEC August 2008 - April 2010
Merrill Lynch May 2007 - August 2007
Skills
Digital Marketing, Media Planning, Digital Strategy, Integrated Marketing, Digital Media
Education
Loyola University New Orleans 2004 — 2008
BA, International Finance
Boston College 2006 — 2007
Carrie Schroen, MBA Carrie Schroen, MBA's Merrill Lynch Experience August 2007 - February 2009
Job iShares Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock February 2015 - Present
New York Life & MainStay Investments February 2009 - February 2015
Merrill Lynch August 2007 - February 2009
Travelers 2003 - 2005
Morgan Stanley Smith Barney September 2000 - October 2003
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, 401k, Wealth Management, Retirement, Series 6, Investments, Separately Managed..., Uniform Combined State..., Variable Annuities, Series 65, ETFs, Alternative Investments, Investment Advisory, Securities
Education
University of Phoenix 2008 — 2010
MBA, Management
Boston College 1994 — 1998
Undergraduate, Management
BlackRock February 2015 - Present
New York Life & MainStay Investments February 2009 - February 2015
Merrill Lynch August 2007 - February 2009
Travelers 2003 - 2005
Morgan Stanley Smith Barney September 2000 - October 2003
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, 401k, Wealth Management, Retirement, Series 6, Investments, Separately Managed..., Uniform Combined State..., Variable Annuities, Series 65, ETFs, Alternative Investments, Investment Advisory, Securities
Education
University of Phoenix 2008 — 2010
MBA, Management
Boston College 1994 — 1998
Undergraduate, Management
Jamie Marner's Merrill Lynch Experience September 1985 - March 1999
Job Senior Executive
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - October 2012
Viridian Energy February 2011 - May 2011
RSA The Security Division of EMC September 2008 - January 2011
Marner Consulting, LLC July 2007 - August 2008
IBM Global Services March 1999 - June 2007
Merrill Lynch September 1985 - March 1999
Skills
Financial Services, Risk Management, Business Analysis, Program Management, IT Strategy, Enterprise Software, Salesforce.com, Vendor Management, Professional Services, SaaS, Insurance, New Business Development, Cloud Computing, Strategic Planning, Business Development, Business Process..., Management, CRM, Strategy, Leadership
Education
Boston College 1981 — 1985
Bachelor of Arts (B.A.)
Pittsburgh Central Catholic 1977 — 1981
High School
Sacred Heart 1969 — 1977
Elementary School
Morgan Stanley Wealth Management June 2011 - October 2012
Viridian Energy February 2011 - May 2011
RSA The Security Division of EMC September 2008 - January 2011
Marner Consulting, LLC July 2007 - August 2008
IBM Global Services March 1999 - June 2007
Merrill Lynch September 1985 - March 1999
Skills
Financial Services, Risk Management, Business Analysis, Program Management, IT Strategy, Enterprise Software, Salesforce.com, Vendor Management, Professional Services, SaaS, Insurance, New Business Development, Cloud Computing, Strategic Planning, Business Development, Business Process..., Management, CRM, Strategy, Leadership
Education
Boston College 1981 — 1985
Bachelor of Arts (B.A.)
Pittsburgh Central Catholic 1977 — 1981
High School
Sacred Heart 1969 — 1977
Elementary School
Arnold Lee's Merrill Lynch Experience June 2011 - August 2011
Job Head of IT and Operation at Boston College Entrepreneur Society
Industry Financial Services
Experience
Boston College Entrepreneur Society May 2009 - Present
KPMG Advisory October 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Boston College March 2011 - April 2011
Deloitte Consulting October 2010 - November 2010
Collective Brands, Inc. June 2010 - July 2010
Education
Boston College 2009 — 2013
BS, Finance and Education
Saipan International School 2006 — 2009
High School Diploma
Boston College Entrepreneur Society May 2009 - Present
KPMG Advisory October 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Boston College March 2011 - April 2011
Deloitte Consulting October 2010 - November 2010
Collective Brands, Inc. June 2010 - July 2010
Education
Boston College 2009 — 2013
BS, Finance and Education
Saipan International School 2006 — 2009
High School Diploma
Malcolm Huckaby's Merrill Lynch Experience January 2004 - January 2008
Job Vice President Investments Capitol Securities/ESPN Basketball Analyst
Industry Financial Services
Experience
ESPN November 2012 - Present
Capitol Securities Management July 2012 - Present
IMG October 2010 - Present
Boston College Alumni Association Board of Directors July 2011 - April 2014
BofA Merrill Lynch January 2009 - June 2012
Merrill Lynch January 2004 - January 2008
Skills
Portfolio Management
Education
Boston College 1990 — 1994
Boston College 1990 — 1994
ESPN November 2012 - Present
Capitol Securities Management July 2012 - Present
IMG October 2010 - Present
Boston College Alumni Association Board of Directors July 2011 - April 2014
BofA Merrill Lynch January 2009 - June 2012
Merrill Lynch January 2004 - January 2008
Skills
Portfolio Management
Education
Boston College 1990 — 1994
Boston College 1990 — 1994
Anthony Vitiello's Merrill Lynch Experience May 2007 - August 2007
Job Trader at Marathon Asset Management
Industry Capital Markets
Experience
Marathon Asset Management February 2014 - Present
Barclays Capital May 2010 - January 2014
Boston College September 2006 - May 2010
Barclays Capital June 2009 - August 2009
Boston College October 2006 - January 2009
JP Morgan Chase May 2008 - August 2008
Credit Suisse May 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Goldman Sachs December 2006 - July 2007
Skills
Capital Markets, Trading, Finance, Bloomberg, VBA, Derivatives, Corporate Finance, Equity Derivatives, Credit Derivatives, Due Diligence, Equity Research, Securities, Risk Management, Asset Allocation, Portfolio Management, Funding, Investments, MBS, Hedge Funds, Investment Banking, Equity Trading, Financial Analysis, Valuation, Financial Services, Bloomberg Terminal, Credit Analysis, Trading Systems, Bonds, Equities, Series 63, Electronic Trading, Emerging Markets, Rates, Leadership, Middle Office, Alternative Investments, Investment Management, Treasury, Asset Management, Private Equity, Mergers & Acquisitions, Series 7, Structured Products, Structured Finance, Fixed Income, Equity Valuation, Financial Markets, Options, Economics, Financial Modeling
Education
Bergen Catholic High School 2002 — 2006
Boston College
Marathon Asset Management February 2014 - Present
Barclays Capital May 2010 - January 2014
Boston College September 2006 - May 2010
Barclays Capital June 2009 - August 2009
Boston College October 2006 - January 2009
JP Morgan Chase May 2008 - August 2008
Credit Suisse May 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Goldman Sachs December 2006 - July 2007
Skills
Capital Markets, Trading, Finance, Bloomberg, VBA, Derivatives, Corporate Finance, Equity Derivatives, Credit Derivatives, Due Diligence, Equity Research, Securities, Risk Management, Asset Allocation, Portfolio Management, Funding, Investments, MBS, Hedge Funds, Investment Banking, Equity Trading, Financial Analysis, Valuation, Financial Services, Bloomberg Terminal, Credit Analysis, Trading Systems, Bonds, Equities, Series 63, Electronic Trading, Emerging Markets, Rates, Leadership, Middle Office, Alternative Investments, Investment Management, Treasury, Asset Management, Private Equity, Mergers & Acquisitions, Series 7, Structured Products, Structured Finance, Fixed Income, Equity Valuation, Financial Markets, Options, Economics, Financial Modeling
Education
Bergen Catholic High School 2002 — 2006
Boston College
Chuck Molinary's Merrill Lynch Experience 1999 - 2000
Job Partner at ClearEdge Asset Management Consulting
Industry Financial Services
Experience
ClearEdge Asset Management Consulting LLC April 2010 - Present
Citisoft June 2008 - April 2010
BearingPoint September 2007 - May 2008
Charles River Development February 2002 - September 2007
Merrill Lynch 1999 - 2000
Fidelity Investments 1994 - 1999
Goldman Sachs 1992 - 1994
Accenture 1986 - 1992
Skills
Charles River IMS, Trading Systems, Fixed Income, Business Process, Equities, FX trading, Hedge Funds, Bloomberg, Financial Services, Derivatives, Wealth Management, Capital Markets, Market Risk, Credit Derivatives, Asset Managment, Market Data, Order Management, Asset Management, Investment Management, Electronic Trading, Equity Derivatives, Swaps, Portfolio Management, Trading, Financial Markets, Back Office, Investments, Options, Middle Office, Securities, FX Options
Education
Boston College 1983 — 1986
BS, Finance, Comp Sci.
Morristown HS, New Jersey 1978 — 1982
ClearEdge Asset Management Consulting LLC April 2010 - Present
Citisoft June 2008 - April 2010
BearingPoint September 2007 - May 2008
Charles River Development February 2002 - September 2007
Merrill Lynch 1999 - 2000
Fidelity Investments 1994 - 1999
Goldman Sachs 1992 - 1994
Accenture 1986 - 1992
Skills
Charles River IMS, Trading Systems, Fixed Income, Business Process, Equities, FX trading, Hedge Funds, Bloomberg, Financial Services, Derivatives, Wealth Management, Capital Markets, Market Risk, Credit Derivatives, Asset Managment, Market Data, Order Management, Asset Management, Investment Management, Electronic Trading, Equity Derivatives, Swaps, Portfolio Management, Trading, Financial Markets, Back Office, Investments, Options, Middle Office, Securities, FX Options
Education
Boston College 1983 — 1986
BS, Finance, Comp Sci.
Morristown HS, New Jersey 1978 — 1982
Roger E. Terán's Merrill Lynch Experience May 2008 - August 2008
Job Columbia MBA | Web Developer
Industry Venture Capital & Private Equity
Experience
Columbia Business School 2014 - Present
FinTech Collective January 2015 - May 2015
Mesoamerica July 2012 - June 2014
Agora April 2010 - June 2012
Hencorp Capital October 2009 - April 2010
Merrill Lynch May 2008 - August 2008
Skills
Venture Capital, Private Equity, Financial Modeling, Financial Analysis, Valuation, Programming, JavaScript, Node, Ruby, Rails, SQL, PostgreSQL, Express.js, jQuery, Emerging Markets, Strategy, Latin America, Business Strategy, Investment Banking, Corporate Finance, Central America, AngularJS, NoSQL, MongoDB, Web Development, AJAX, APIs, Web Applications, HTML5, CSS, Git, Github, Python, Django
Education
Columbia University 2014 — 2016
Master of Business Administration (MBA)
General Assembly 2015 — 2015
WDI, Full-Stack Programming
Boston College 2005 — 2009
BA, International Relations and Economics
Columbia Business School 2014 - Present
FinTech Collective January 2015 - May 2015
Mesoamerica July 2012 - June 2014
Agora April 2010 - June 2012
Hencorp Capital October 2009 - April 2010
Merrill Lynch May 2008 - August 2008
Skills
Venture Capital, Private Equity, Financial Modeling, Financial Analysis, Valuation, Programming, JavaScript, Node, Ruby, Rails, SQL, PostgreSQL, Express.js, jQuery, Emerging Markets, Strategy, Latin America, Business Strategy, Investment Banking, Corporate Finance, Central America, AngularJS, NoSQL, MongoDB, Web Development, AJAX, APIs, Web Applications, HTML5, CSS, Git, Github, Python, Django
Education
Columbia University 2014 — 2016
Master of Business Administration (MBA)
General Assembly 2015 — 2015
WDI, Full-Stack Programming
Boston College 2005 — 2009
BA, International Relations and Economics
Grace Ann Baresich's Merrill Lynch Experience 1980 - 1984
Job Realtor & Sales Executive at Berkshire Hathaway Home Services New England Properites
Industry Marketing and Advertising
Experience
Berkshire Hathaway Home Services New England Properites July 2015 - Present
AutisticTraveler.com April 2010 - Present
William Pitt Sotheby's International Real Estate 2009 - July 2015
Security Pacific Corporation 1987 - 1991
Security Pacific Corporation 1987 - 1991
The Bank of New York 1985 - 1987
Merrill Lynch 1980 - 1984
Skills
Marketing Strategy, Strategic Planning, Advertising, New Business Development, Investments, Marketing, Management, Portfolio Management, Business Strategy, Strategic Partnerships, Financial Modeling, Business Development, Leadership, Public Speaking
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Marketing
Boston College 1977 — 1980
BA, Economics
Westwood High School
Berkshire Hathaway Home Services New England Properites July 2015 - Present
AutisticTraveler.com April 2010 - Present
William Pitt Sotheby's International Real Estate 2009 - July 2015
Security Pacific Corporation 1987 - 1991
Security Pacific Corporation 1987 - 1991
The Bank of New York 1985 - 1987
Merrill Lynch 1980 - 1984
Skills
Marketing Strategy, Strategic Planning, Advertising, New Business Development, Investments, Marketing, Management, Portfolio Management, Business Strategy, Strategic Partnerships, Financial Modeling, Business Development, Leadership, Public Speaking
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Marketing
Boston College 1977 — 1980
BA, Economics
Westwood High School
Adam Vartabedian Adam Vartabedian's Merrill Lynch Experience July 2014 - Present
Job Alternative Investments Sales Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
NYU Stern School of Business August 2012 - May 2014
NYU Stern School of Business September 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Capco April 2012 - August 2012
Wells Fargo June 2008 - December 2011
Skills
Capital Markets, Investments, Finance, Financial Services, Strategy, Bloomberg, Relationship Management, Business Development, Client Services, PowerPoint, Equities, Fixed Income, Marketing, Superior Client Service
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Financial Instruments and Markets, Entrepreneurship
Boston College 2004 — 2008
Bachelor of Arts, Communications / Economics
Merrill Lynch July 2014 - Present
NYU Stern School of Business August 2012 - May 2014
NYU Stern School of Business September 2013 - January 2014
Merrill Lynch June 2013 - August 2013
Capco April 2012 - August 2012
Wells Fargo June 2008 - December 2011
Skills
Capital Markets, Investments, Finance, Financial Services, Strategy, Bloomberg, Relationship Management, Business Development, Client Services, PowerPoint, Equities, Fixed Income, Marketing, Superior Client Service
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Financial Instruments and Markets, Entrepreneurship
Boston College 2004 — 2008
Bachelor of Arts, Communications / Economics
Cory Little Cory Little's Merrill Lynch Experience July 2000 - March 2009
Job Founder
Industry Management Consulting
Experience
Formation Consulting, LLC. March 2011 - Present
Capital Formation Group February 2011 - Present
The Blake Collection June 2014 - Present
Merrill Lynch July 2000 - March 2009
Merrill Lynch July 1997 - July 2000
Merrill Lynch May 1992 - July 1997
Salomon Brothers November 1988 - April 1992
Kleinwort Benson November 1985 - November 1988
Skills
Management Consulting, Leadership Development, Business Strategy, Professional Women, Women Leaders, Transition Management, Transformational Life..., Life Coaching, Public Speaking, Board Governance, Board of Directors, Trustee, Trusteeship, Strategic Leadership, Leadership, Business Relationship..., Interview Preparation, Motivational..., Cognitive Psychology, Solution Focused, Narrative Therapy, Cultural Diversity, Diversity & Inclusion, Diversity Training, Relationship Management, International Business, Equities, Management, Sales Management, Guest Lecturing, Lecturing, Business Communications, Communication, CEOs, Team Leadership, Cross-functional Team..., Cross Functional Team..., Distributed Team..., Team Building, Team Motivation
Education
Boston College 2010 — 2014
Master's Degree, Clinical/Medical Social Work
Clarion University of Pennsylvania 1979 — 1983
Bachelor's Degree, Communication and Media Studies
Formation Consulting, LLC. March 2011 - Present
Capital Formation Group February 2011 - Present
The Blake Collection June 2014 - Present
Merrill Lynch July 2000 - March 2009
Merrill Lynch July 1997 - July 2000
Merrill Lynch May 1992 - July 1997
Salomon Brothers November 1988 - April 1992
Kleinwort Benson November 1985 - November 1988
Skills
Management Consulting, Leadership Development, Business Strategy, Professional Women, Women Leaders, Transition Management, Transformational Life..., Life Coaching, Public Speaking, Board Governance, Board of Directors, Trustee, Trusteeship, Strategic Leadership, Leadership, Business Relationship..., Interview Preparation, Motivational..., Cognitive Psychology, Solution Focused, Narrative Therapy, Cultural Diversity, Diversity & Inclusion, Diversity Training, Relationship Management, International Business, Equities, Management, Sales Management, Guest Lecturing, Lecturing, Business Communications, Communication, CEOs, Team Leadership, Cross-functional Team..., Cross Functional Team..., Distributed Team..., Team Building, Team Motivation
Education
Boston College 2010 — 2014
Master's Degree, Clinical/Medical Social Work
Clarion University of Pennsylvania 1979 — 1983
Bachelor's Degree, Communication and Media Studies
Natalie de la Camara Natalie de la Camara's Merrill Lynch Experience July 2010 - August 2010
Job Analyst at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank July 2014 - Present
Eagle Eyes September 2012 - May 2014
Boston College Graduate School of Arts and Sciences September 2011 - May 2014
Ryder System, Inc. June 2013 - August 2013
MED-TEK May 2012 - August 2012
Miami Dade County Courthouse July 2011 - August 2011
Merrill Lynch July 2010 - August 2010
Skills
Fluent in Microsoft..., Programming Experience..., Bilingual: Fluent in..., Learning Mandarin,..., Databases, Active Directory, Microsoft Office, Microsoft SQL Server, Account Management, Testing, Troubleshooting, Research, Data Warehousing, Quality Assurance, SQL, Access, Data Analysis, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Social Media, Spanish
Education
Boston College 2010 — 2014
B.S. in Management, Information Systems and Finance, Senior
Universidad Pontificia Comillas 2013 — 2013
Finance and Information Systems
Our Lady of Lourdes Academy
J.P. Morgan Private Bank July 2014 - Present
Eagle Eyes September 2012 - May 2014
Boston College Graduate School of Arts and Sciences September 2011 - May 2014
Ryder System, Inc. June 2013 - August 2013
MED-TEK May 2012 - August 2012
Miami Dade County Courthouse July 2011 - August 2011
Merrill Lynch July 2010 - August 2010
Skills
Fluent in Microsoft..., Programming Experience..., Bilingual: Fluent in..., Learning Mandarin,..., Databases, Active Directory, Microsoft Office, Microsoft SQL Server, Account Management, Testing, Troubleshooting, Research, Data Warehousing, Quality Assurance, SQL, Access, Data Analysis, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Social Media, Spanish
Education
Boston College 2010 — 2014
B.S. in Management, Information Systems and Finance, Senior
Universidad Pontificia Comillas 2013 — 2013
Finance and Information Systems
Our Lady of Lourdes Academy
Frances Grabish Frances Grabish's Merrill Lynch Experience August 1999 - March 2009
Job Senior Vice President and Assistant General Counsel at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Bressler, Amery & Ross, P.C. March 2009 - July 2010
Merrill Lynch August 1999 - March 2009
The Prudential Insurance Company of America 1996 - 1999
Skills
Securities Regulation, Mutual Funds, Investments, Securities, Financial Services, Corporate Governance, Contract Negotiation, Legal Writing, Corporate Law, Fixed Annuities, Finance, Insurance, FINRA
Education
Boston College
B.A.
Villanova University School of Law
J.D.
Bank of America July 2010 - Present
Bressler, Amery & Ross, P.C. March 2009 - July 2010
Merrill Lynch August 1999 - March 2009
The Prudential Insurance Company of America 1996 - 1999
Skills
Securities Regulation, Mutual Funds, Investments, Securities, Financial Services, Corporate Governance, Contract Negotiation, Legal Writing, Corporate Law, Fixed Annuities, Finance, Insurance, FINRA
Education
Boston College
B.A.
Villanova University School of Law
J.D.
Carol O'Rourke Carol O'Rourke's Merrill Lynch Experience February 1977 - May 1981
Job Executive Director at The Coalition for Debtor Education
Industry Nonprofit Organization Management
Experience
The Coalition for Debtor Education November 2007 - Present
Smith Barney Citi 1981 - 2005
Merrill Lynch February 1977 - May 1981
Skills
Board Development, Fundraising, Nonprofits, Community Development, Volunteer Management, Grants, Grant Writing, Philanthropy, Program Development, Public Speaking, Community Outreach, Non-profit Leadership
Education
Boston College
Master's degree, History
College of Financial Planning
Certtified Financial Planner (R)
Emmanuel College
Bachelor's degree, History, Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
The Coalition for Debtor Education November 2007 - Present
Smith Barney Citi 1981 - 2005
Merrill Lynch February 1977 - May 1981
Skills
Board Development, Fundraising, Nonprofits, Community Development, Volunteer Management, Grants, Grant Writing, Philanthropy, Program Development, Public Speaking, Community Outreach, Non-profit Leadership
Education
Boston College
Master's degree, History
College of Financial Planning
Certtified Financial Planner (R)
Emmanuel College
Bachelor's degree, History, Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Joseph O'Loughlin's Merrill Lynch Experience August 1997 - October 2003
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Margo Nalbandian's Merrill Lynch Experience 1991 - 2003
Job Associate
Industry Financial Services
Experience
JP Morgan Chase December 2007 - Present
SG Cowen 2006 - 2007
Deutche Bank 2003 - 2006
Merrill Lynch 1991 - 2003
Education
Borough of Manhattan Community College 2002 — 2004
Associates, Business Management
JP Morgan Chase December 2007 - Present
SG Cowen 2006 - 2007
Deutche Bank 2003 - 2006
Merrill Lynch 1991 - 2003
Education
Borough of Manhattan Community College 2002 — 2004
Associates, Business Management
Helen Van Ness's Merrill Lynch Experience 1999 - 2004
Job Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2015 - Present
Interactive Data 2014 - February 2015
Morgan Stanley 2007 - 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1999 - 2004
Education
Boston College
Bachelor of Science (BS), Accounting
Alvarez & Marsal March 2015 - Present
Interactive Data 2014 - February 2015
Morgan Stanley 2007 - 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1999 - 2004
Education
Boston College
Bachelor of Science (BS), Accounting
Bryan McCauley's Merrill Lynch Experience June 2012 - August 2012
Job Electronic Trading Analyst at ITG
Industry Financial Services
Experience
ITG July 2014 - Present
Deutsche Bank June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Research, Financial Modeling, Investments, Electronic Trading, Series 7, Series 63, Order Management
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Boston College High School
ITG July 2014 - Present
Deutsche Bank June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Research, Financial Modeling, Investments, Electronic Trading, Series 7, Series 63, Order Management
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Boston College High School
Andrea Ardito's Merrill Lynch Experience June 2009 - August 2009
Job Trading Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments August 2011 - May 2012
Boston College Supported Employment Program June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
West Windsor - Plainsboro Regional School District June 2008 - August 2008
New York City Department of Transportation June 2007 - August 2007
Education
Boston College 2007 — 2011
Bachelors of Arts, English Language and Literature
Fidelity Investments June 2012 - Present
Fidelity Investments August 2011 - May 2012
Boston College Supported Employment Program June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
West Windsor - Plainsboro Regional School District June 2008 - August 2008
New York City Department of Transportation June 2007 - August 2007
Education
Boston College 2007 — 2011
Bachelors of Arts, English Language and Literature
John Baratta John Baratta's Merrill Lynch Experience January 2006 - March 2014
Job Associate Vice President at Morgan Stanley
Industry Sports
Experience
Morgan Stanley April 2014 - Present
Merrill Lynch January 2006 - March 2014
NDB May 1987 - June 2002
Education
New York Law School 1989 — 1993
Doctor of Law (JD)
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley April 2014 - Present
Merrill Lynch January 2006 - March 2014
NDB May 1987 - June 2002
Education
New York Law School 1989 — 1993
Doctor of Law (JD)
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Christiano D. Godoy-Dugas Christiano D. Godoy-Dugas's Merrill Lynch Experience January 2012 - May 2014
Job Marketing Sales Representative
Industry Marketing and Advertising
Experience
IDT Corporation June 2015 - Present
CroMex Inc April 2015 - June 2015
Merrill Lynch January 2012 - May 2014
Bank of America 2010 - 2014
Citi May 2006 - May 2009
Skills
Exceptional..., Professional Demeanor..., Banking, Sales, Customer Service, Accounting, Marketing
Education
Borough of Manhattan Community College 2000 — 2002
Travel And Tourism, Tourism and Travel Services Management
IDT Corporation June 2015 - Present
CroMex Inc April 2015 - June 2015
Merrill Lynch January 2012 - May 2014
Bank of America 2010 - 2014
Citi May 2006 - May 2009
Skills
Exceptional..., Professional Demeanor..., Banking, Sales, Customer Service, Accounting, Marketing
Education
Borough of Manhattan Community College 2000 — 2002
Travel And Tourism, Tourism and Travel Services Management
Bradley P. Summers's Merrill Lynch Experience December 2004 - August 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors LLC September 2014 - Present
Merrill Lynch December 2004 - August 2014
Société Générale 1990 - 2001
Skills
Investments, Finance, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Fixed Income, Management, Estate Planning, Investment Strategies
Education
Boston College
Bachelor of Science (BS), Economics & Chemistry
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Management, & Accounting
Wells Fargo Advisors LLC September 2014 - Present
Merrill Lynch December 2004 - August 2014
Société Générale 1990 - 2001
Skills
Investments, Finance, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Fixed Income, Management, Estate Planning, Investment Strategies
Education
Boston College
Bachelor of Science (BS), Economics & Chemistry
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Management, & Accounting
Joseph Palamara, CFA's Merrill Lynch Experience March 2007 - July 2010
Job Hedge Fund Services Product Control | Middle Office
Industry Financial Services
Experience
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Connor Lafferty's Merrill Lynch Experience January 2009 - June 2009
Job Investment Banking at Needham & Company
Industry Investment Banking
Experience
Needham & Company April 2015 - Present
Bloomberg LP June 2014 - March 2015
Bloomberg LP December 2011 - May 2014
Bloomberg LP August 2010 - November 2011
Merrill Lynch January 2009 - June 2009
EMC June 2008 - August 2008
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Hedge Funds, Credit Analysis, Banking, Commercial Real Estate, Loans, Alternative Investments, Commercial Mortgages, Account Management, Microsoft Excel, Microsoft Word, CMBS, REIT, Agency MBS, MBS, CLO, Investment Banking
Education
Boston College 2006 — 2010
Bachelor's degree, Economics
Boston Latin School 2002 — 2006
Needham & Company April 2015 - Present
Bloomberg LP June 2014 - March 2015
Bloomberg LP December 2011 - May 2014
Bloomberg LP August 2010 - November 2011
Merrill Lynch January 2009 - June 2009
EMC June 2008 - August 2008
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Hedge Funds, Credit Analysis, Banking, Commercial Real Estate, Loans, Alternative Investments, Commercial Mortgages, Account Management, Microsoft Excel, Microsoft Word, CMBS, REIT, Agency MBS, MBS, CLO, Investment Banking
Education
Boston College 2006 — 2010
Bachelor's degree, Economics
Boston Latin School 2002 — 2006
Mark Huh's Merrill Lynch Experience 2009 - 2012
Job Branch Manager Robert Half 2017484422
Industry Staffing and Recruiting
Experience
Robert Half November 2012 - Present
Merrill Lynch 2009 - 2012
Wells Fargo 2007 - 2009
LG 2005 - 2007
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Financial Analysis, Asset Managment, Mutual Funds, Investment Banking, Portfolio Management, Equities, Banking, Retirement, Payroll, Asset Management, Budgets, Staffing Services, Talent Acquisition, Staff Management, Accounting, Temporary Staffing, Financial Services, Finance, Temporary Placement, Human Resources, Management, Leadership, Cash Management, Relationship Management, Credit, Applicant Tracking..., Financial Modeling, Consulting, Employee Benefits, Recruiting, College Recruiting, Corporate Finance, Credit Analysis, Financial Risk, Internet Recruiting, Screening Resumes, Contract Recruitment, Permanent Placement, Technical Recruiting, Hiring, Risk Management, Executive Search, Sourcing, Onboarding, Benefits Negotiation, Resume Writing
Education
Boston College
Bachelor's degree, Marketing
Robert Half November 2012 - Present
Merrill Lynch 2009 - 2012
Wells Fargo 2007 - 2009
LG 2005 - 2007
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Financial Analysis, Asset Managment, Mutual Funds, Investment Banking, Portfolio Management, Equities, Banking, Retirement, Payroll, Asset Management, Budgets, Staffing Services, Talent Acquisition, Staff Management, Accounting, Temporary Staffing, Financial Services, Finance, Temporary Placement, Human Resources, Management, Leadership, Cash Management, Relationship Management, Credit, Applicant Tracking..., Financial Modeling, Consulting, Employee Benefits, Recruiting, College Recruiting, Corporate Finance, Credit Analysis, Financial Risk, Internet Recruiting, Screening Resumes, Contract Recruitment, Permanent Placement, Technical Recruiting, Hiring, Risk Management, Executive Search, Sourcing, Onboarding, Benefits Negotiation, Resume Writing
Education
Boston College
Bachelor's degree, Marketing
Gihee Chung's Merrill Lynch Experience June 2007 - February 2008
Job Talent Acquisition Manager at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments May 2015 - Present
Citi September 2013 - May 2015
Ernst & Young June 2011 - August 2013
BNP Paribas March 2008 - June 2011
Merrill Lynch June 2007 - February 2008
Skills
Human Resources, Talent Acquisition, Talent Management, Recruiting, Onboarding, Applicant Tracking..., Technical Recruiting, Financial Services, Deferred Compensation, PeopleSoft, HRIS, Executive Search, Employer Branding, Succession Planning, College Recruiting, Leadership, Management, Employee Relations, Financial Analysis, Microsoft Office, Risk Management
Education
Boston College
Human Development, Human Resource Management
PineBridge Investments May 2015 - Present
Citi September 2013 - May 2015
Ernst & Young June 2011 - August 2013
BNP Paribas March 2008 - June 2011
Merrill Lynch June 2007 - February 2008
Skills
Human Resources, Talent Acquisition, Talent Management, Recruiting, Onboarding, Applicant Tracking..., Technical Recruiting, Financial Services, Deferred Compensation, PeopleSoft, HRIS, Executive Search, Employer Branding, Succession Planning, College Recruiting, Leadership, Management, Employee Relations, Financial Analysis, Microsoft Office, Risk Management
Education
Boston College
Human Development, Human Resource Management
Paul Notaras's Merrill Lynch Experience 1995 - 2000
Job Senior Executive specializing in Corporate Finance and Business Development
Industry Financial Services
Experience
Consumer Financial Solutions November 2009 - Present
Money Made Better June 2013 - Present
Rustic Canyon Partners 2003 - 2009
Meridian International VAT Consulting 2000 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Merrill Lynch 1989 - 1993
Irving Trust Company 1985 - 1987
European American Bank 1982 - 1985
Skills
Venture Capital, Business Strategy, Start-ups, Strategic Planning, Financial Modeling, Investments, Financial Planning, Corporate Finance, Financial Analysis, Corporate Development, Entrepreneur, Private Equity, Capital Markets, Investment Banking, Business Modeling, Strategic Partnerships, Angel Investing, Entrepreneurship, Accounting, Financial Reporting, Investor Relations, Valuation, Due Diligence
Education
New York University
MBA, Finance/International Business
Boston College 1978 — 1982
AB, Economics
Consumer Financial Solutions November 2009 - Present
Money Made Better June 2013 - Present
Rustic Canyon Partners 2003 - 2009
Meridian International VAT Consulting 2000 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Merrill Lynch 1989 - 1993
Irving Trust Company 1985 - 1987
European American Bank 1982 - 1985
Skills
Venture Capital, Business Strategy, Start-ups, Strategic Planning, Financial Modeling, Investments, Financial Planning, Corporate Finance, Financial Analysis, Corporate Development, Entrepreneur, Private Equity, Capital Markets, Investment Banking, Business Modeling, Strategic Partnerships, Angel Investing, Entrepreneurship, Accounting, Financial Reporting, Investor Relations, Valuation, Due Diligence
Education
New York University
MBA, Finance/International Business
Boston College 1978 — 1982
AB, Economics
Edward Moffitt Edward Moffitt's Merrill Lynch Experience October 1997 - December 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Raymond James December 2008 - July 2013
Merrill Lynch October 1997 - December 2008
Skills
Investments, Finance, Wealth Management, Mutual Funds, Estate Planning...
Education
Boston College
M.B.A., Finance
Malden High School - Malden, MA
High School Diploma
University of South Florida
Finance
Worcester Academy - Worcester, MA
High School/Secondary Diplomas and Certificates
Worcester Polytechnic Institute
B.S., Mechanical Engineering
Wells Fargo Advisors, LLC July 2013 - Present
Raymond James December 2008 - July 2013
Merrill Lynch October 1997 - December 2008
Skills
Investments, Finance, Wealth Management, Mutual Funds, Estate Planning...
Education
Boston College
M.B.A., Finance
Malden High School - Malden, MA
High School Diploma
University of South Florida
Finance
Worcester Academy - Worcester, MA
High School/Secondary Diplomas and Certificates
Worcester Polytechnic Institute
B.S., Mechanical Engineering
Jamal Gallow's Merrill Lynch Experience December 2012 - April 2014
Job Investment Associate at David Meltzer & Associates
Industry Entertainment
Experience
David Meltzer & Associates April 2014 - June 2014
Merrill Lynch December 2012 - April 2014
Merrill Lynch June 2012 - December 2012
REAL D October 2010 - May 2012
Warner Bros. Entertainment Group of Companies August 2004 - May 2010
Pepperdine University March 2002 - June 2004
Charles Schwab August 1998 - December 2001
Skills
Accounting, Financial Analysis, Excel, Access, Analysis, Investments, Entertainment, Financial Sector, Microsoft Excel, Strategic Financial..., Financial Services, Process Improvement, Customer Service, Outlook, Financial Reporting, Microsoft Word, Microsoft Office, Finance, Strategic Planning, Research, PowerPoint, Team Building, Sales, Business Strategy, Business Planning, Insurance, Banking, Business Analysis, Leadership, Public Speaking, Credit, Risk Management, Coaching, Forecasting, Management, Portfolio Management, Marketing, Training, Asset Management, Mergers & Acquisitions, Small Business, Team Leadership, Due Diligence, Business Development, Data Analysis, Project Management, Negotiation, Auditing, Strategy, Corporate Finance
Education
Antioch University Los Angeles 2004 — 2008
BA, Liberal Arts with an emphasis on Business
Boston College 1991 — 1993
Business Administration and Management, General
David Meltzer & Associates April 2014 - June 2014
Merrill Lynch December 2012 - April 2014
Merrill Lynch June 2012 - December 2012
REAL D October 2010 - May 2012
Warner Bros. Entertainment Group of Companies August 2004 - May 2010
Pepperdine University March 2002 - June 2004
Charles Schwab August 1998 - December 2001
Skills
Accounting, Financial Analysis, Excel, Access, Analysis, Investments, Entertainment, Financial Sector, Microsoft Excel, Strategic Financial..., Financial Services, Process Improvement, Customer Service, Outlook, Financial Reporting, Microsoft Word, Microsoft Office, Finance, Strategic Planning, Research, PowerPoint, Team Building, Sales, Business Strategy, Business Planning, Insurance, Banking, Business Analysis, Leadership, Public Speaking, Credit, Risk Management, Coaching, Forecasting, Management, Portfolio Management, Marketing, Training, Asset Management, Mergers & Acquisitions, Small Business, Team Leadership, Due Diligence, Business Development, Data Analysis, Project Management, Negotiation, Auditing, Strategy, Corporate Finance
Education
Antioch University Los Angeles 2004 — 2008
BA, Liberal Arts with an emphasis on Business
Boston College 1991 — 1993
Business Administration and Management, General
Sharon Dredger's Merrill Lynch Experience September 1983 - August 1986
Job Manager of Client Implementations at Billtrust
Industry Information Technology and Services
Experience
Billtrust October 2014 - Present
MetLife June 2010 - October 2014
Bank of America Merrill Lynch February 1994 - June 2010
Kidder Peabody & Co, Inc. August 1986 - February 1994
Merrill Lynch September 1983 - August 1986
Skills
Management, Program Management, Project Management, Vendor Management, Business Analysis, IT Outsourcing, Infrastructure..., Release Management, Service Delivery..., Relationship Management, Software Implementation, Production Support, Oracle Financials, PMO, ITIL, SDLC, Process Improvement, Portfolio Management, Coaching, Mentoring, IT Service Management, Change Management, Business Intelligence, Disaster Recovery, Leadership, CRM, Outsourcing, Project Portfolio..., IT Strategy, Financial Services, Information Technology, IT Management, Business Process..., Risk Management, Service Delivery, Governance, Software Project..., Resource Management, Requirements Gathering, Infrastructure, Integration, Business Process, Requirements Analysis, Visio, Project Delivery, Business Continuity, Solution Architecture, Business Transformation
Education
Boston College 1979 — 1983
BA, Mathematics/Computer Science
Billtrust October 2014 - Present
MetLife June 2010 - October 2014
Bank of America Merrill Lynch February 1994 - June 2010
Kidder Peabody & Co, Inc. August 1986 - February 1994
Merrill Lynch September 1983 - August 1986
Skills
Management, Program Management, Project Management, Vendor Management, Business Analysis, IT Outsourcing, Infrastructure..., Release Management, Service Delivery..., Relationship Management, Software Implementation, Production Support, Oracle Financials, PMO, ITIL, SDLC, Process Improvement, Portfolio Management, Coaching, Mentoring, IT Service Management, Change Management, Business Intelligence, Disaster Recovery, Leadership, CRM, Outsourcing, Project Portfolio..., IT Strategy, Financial Services, Information Technology, IT Management, Business Process..., Risk Management, Service Delivery, Governance, Software Project..., Resource Management, Requirements Gathering, Infrastructure, Integration, Business Process, Requirements Analysis, Visio, Project Delivery, Business Continuity, Solution Architecture, Business Transformation
Education
Boston College 1979 — 1983
BA, Mathematics/Computer Science
Adam Pischel's Merrill Lynch Experience May 2004 - August 2004
Job Portfolio Analyst
Industry Investment Management
Experience
Standish Mellon Asset Management January 2015 - Present
BNY Mellon January 2014 - January 2015
Loomis, Sayles & Co March 2010 - January 2014
Columbia Management November 2008 - March 2010
Columbia Management April 2007 - October 2008
Columbia Capital Management, LLC April 2006 - March 2007
Graybar Electric CO June 2005 - April 2006
Merrill Lynch May 2004 - August 2004
Skills
Fixed Income, Securities, Investments, FX, Equities, FX Options, Portfolio Management, Trading, Bloomberg, Derivatives, Finance, Investment Management
Education
Boston College 2009 — 2011
MS, Finance
Queens University of Charlotte 2002 — 2005
Bachelor of Arts, Business; Corporate Communications
Standish Mellon Asset Management January 2015 - Present
BNY Mellon January 2014 - January 2015
Loomis, Sayles & Co March 2010 - January 2014
Columbia Management November 2008 - March 2010
Columbia Management April 2007 - October 2008
Columbia Capital Management, LLC April 2006 - March 2007
Graybar Electric CO June 2005 - April 2006
Merrill Lynch May 2004 - August 2004
Skills
Fixed Income, Securities, Investments, FX, Equities, FX Options, Portfolio Management, Trading, Bloomberg, Derivatives, Finance, Investment Management
Education
Boston College 2009 — 2011
MS, Finance
Queens University of Charlotte 2002 — 2005
Bachelor of Arts, Business; Corporate Communications
Nicole Nadeau's Merrill Lynch Experience 1999 - 2002
Job Head of HR at Crosby Company of New Hampshire
Industry Financial Services
Experience
Beacon Trust Company October 2010 - Present
Fidelity Investments April 2004 - August 2011
Merrill Lynch 1999 - 2002
Sterling Office Services 1994 - 1999
Skills
Onboarding, Talent Acquisition, Talent Management, Financial Services, Succession Planning, Recruiting, Performance Management, Human Resources, Employee Relations, Organizational..., Organizational Design, Executive Search, HRIS, Interviews, Leadership, Employee Benefits, Management, Change Management, Consulting, Leadership Development
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Psychology
Beacon Trust Company October 2010 - Present
Fidelity Investments April 2004 - August 2011
Merrill Lynch 1999 - 2002
Sterling Office Services 1994 - 1999
Skills
Onboarding, Talent Acquisition, Talent Management, Financial Services, Succession Planning, Recruiting, Performance Management, Human Resources, Employee Relations, Organizational..., Organizational Design, Executive Search, HRIS, Interviews, Leadership, Employee Benefits, Management, Change Management, Consulting, Leadership Development
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Psychology
John Petroff's Merrill Lynch Experience May 2010 - August 2010
Job Director of Sustainability at Taylor Farms
Industry Food Production
Experience
Taylor Farms September 2012 - May 2015
BranchOut January 2011 - January 2012
Toilets for All June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
Boston College 2008 — 2012
BA, Economics, Environmental Studies
Taylor Farms September 2012 - May 2015
BranchOut January 2011 - January 2012
Toilets for All June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
Boston College 2008 — 2012
BA, Economics, Environmental Studies
Andrés Forero Andrés Forero's Merrill Lynch Experience October 2000 - October 2003
Job Strategy | Finance | M&A | at RTI International
Industry Research
Experience
RTI International May 2014 - Present
Credit Suisse June 2013 - May 2014
Credit Suisse December 2009 - June 2013
Credit Suisse February 2007 - December 2009
Credit Suisse May 2005 - February 2007
Merrill Lynch October 2000 - October 2003
Skills
Finance, Financial Analysis, Financial Modeling, Fixed Income, Management, Product Control, M&A analysis, Financial Forecasting, Data Analysis, Debt Capital Markets, Credit Derivatives, Leadership, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Boston College 1996 — 2000
BS, Management, Concentration: Marketing
RTI International May 2014 - Present
Credit Suisse June 2013 - May 2014
Credit Suisse December 2009 - June 2013
Credit Suisse February 2007 - December 2009
Credit Suisse May 2005 - February 2007
Merrill Lynch October 2000 - October 2003
Skills
Finance, Financial Analysis, Financial Modeling, Fixed Income, Management, Product Control, M&A analysis, Financial Forecasting, Data Analysis, Debt Capital Markets, Credit Derivatives, Leadership, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Boston College 1996 — 2000
BS, Management, Concentration: Marketing
Tom Eck's Merrill Lynch Experience 2003 - 2008
Job VP, Strategic Initiatives at First Data Corporation
Industry Computer Software
Experience
First Data Corporation October 2013 - Present
CIT Group, Inc. November 2012 - September 2013
Bank of America Merrill Lynch February 2011 - November 2012
Rutgers University June 2007 - December 2011
Droid Ventures September 2009 - February 2011
CABM and Rutgers, the State University of New Jersey January 2007 - April 2010
Dane Media January 2008 - September 2009
Merrill Lynch 2003 - 2008
The Wistar Institute 2003 - 2005
Micro-Teck Consulting, Inc. 1990 - 2003
Skills
Android development, iOS (iPad/iPhone)..., Objective-C, Java, Java software..., C#, .NET, C++, C, WCF, ASP.NET, ASP.NET MVC, ASP.NET AJAX, Mobile Applications, Application Development, Application Design, Application Architecture, Software Development, Neural Networks, Artificial Intelligence, Genetic Algorithms, Evolutionary Computation, Molecular Modeling, Molecular Dynamics, Entrepreneurship, Speech Recognition, Security, Game Theory, Complex Systems, Web Services, MySQL, JSON, HTML5, Distributed Systems, Distributed..., iOS, Location Based Services, Fleet Management, Vehicle Tracking, SQL Server, Pattern Recognition, Data Mining, Enterprise Software, Mobile Devices, Mobile Solutions, Enterprise Architecture, Big Data, Amazon Web Services..., Agile Methodolgy, REST
Education
University of Pennsylvania 2002 — 2005
MS, Biotechnology
Rutgers University-New Brunswick 2007 — 2011
PhD, Computational Biology and Molecular Biophysics
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science
Boston College 1985 — 1989
BS, Chemistry
First Data Corporation October 2013 - Present
CIT Group, Inc. November 2012 - September 2013
Bank of America Merrill Lynch February 2011 - November 2012
Rutgers University June 2007 - December 2011
Droid Ventures September 2009 - February 2011
CABM and Rutgers, the State University of New Jersey January 2007 - April 2010
Dane Media January 2008 - September 2009
Merrill Lynch 2003 - 2008
The Wistar Institute 2003 - 2005
Micro-Teck Consulting, Inc. 1990 - 2003
Skills
Android development, iOS (iPad/iPhone)..., Objective-C, Java, Java software..., C#, .NET, C++, C, WCF, ASP.NET, ASP.NET MVC, ASP.NET AJAX, Mobile Applications, Application Development, Application Design, Application Architecture, Software Development, Neural Networks, Artificial Intelligence, Genetic Algorithms, Evolutionary Computation, Molecular Modeling, Molecular Dynamics, Entrepreneurship, Speech Recognition, Security, Game Theory, Complex Systems, Web Services, MySQL, JSON, HTML5, Distributed Systems, Distributed..., iOS, Location Based Services, Fleet Management, Vehicle Tracking, SQL Server, Pattern Recognition, Data Mining, Enterprise Software, Mobile Devices, Mobile Solutions, Enterprise Architecture, Big Data, Amazon Web Services..., Agile Methodolgy, REST
Education
University of Pennsylvania 2002 — 2005
MS, Biotechnology
Rutgers University-New Brunswick 2007 — 2011
PhD, Computational Biology and Molecular Biophysics
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science
Boston College 1985 — 1989
BS, Chemistry
Eunice Small's Merrill Lynch Experience April 1986 - January 1988
Job Aspiring Audit Professional
Industry Accounting
Experience
Borough of Manhattan Community College September 2014 - May 2015
Target April 2007 - May 2009
Universal Engineering Science November 1993 - May 1999
Merrill Lynch April 1986 - January 1988
Skills
Administrative..., Time Management, Customer Service, Social Media, PowerPoint, Spreadsheets, Microsoft Excel, Microsoft Office, Management, Invoicing, Editing, Facebook, Entertainment, Human Resources, Administrative..., Event Planning, Telephone Skills, Teamwork, Proofreading, Calendars, Office Equipment, Stock Market, quickbook, Outlook, Microsoft Word, Training, Data Entry, QuickBooks
Education
Borough of Manhattan Community College 2014 — 2016
Associate of Science (A.S.), Accounting, Dean's List
Borough of Manhattan Community College September 2014 - May 2015
Target April 2007 - May 2009
Universal Engineering Science November 1993 - May 1999
Merrill Lynch April 1986 - January 1988
Skills
Administrative..., Time Management, Customer Service, Social Media, PowerPoint, Spreadsheets, Microsoft Excel, Microsoft Office, Management, Invoicing, Editing, Facebook, Entertainment, Human Resources, Administrative..., Event Planning, Telephone Skills, Teamwork, Proofreading, Calendars, Office Equipment, Stock Market, quickbook, Outlook, Microsoft Word, Training, Data Entry, QuickBooks
Education
Borough of Manhattan Community College 2014 — 2016
Associate of Science (A.S.), Accounting, Dean's List
Jason Sinnarajah Jason Sinnarajah's Merrill Lynch Experience June 2001 - August 2001
Job VP Business Development and Strategic Partnerships at The Weather Company
Industry Internet
Experience
The Weather Company March 2015 - Present
Cleveland Indians August 2012 - February 2015
Google, Inc January 2011 - August 2012
Google, Inc July 2008 - December 2010
Google July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
General Mills July 2002 - July 2005
Merrill Lynch June 2001 - August 2001
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.)
Boston College 1998 — 2002
Bachelor of Science (B.S.)
The Weather Company March 2015 - Present
Cleveland Indians August 2012 - February 2015
Google, Inc January 2011 - August 2012
Google, Inc July 2008 - December 2010
Google July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
General Mills July 2002 - July 2005
Merrill Lynch June 2001 - August 2001
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.)
Boston College 1998 — 2002
Bachelor of Science (B.S.)
Paul Connors's Merrill Lynch Experience February 1992 - February 1997
Job
Industry Financial Services
Experience
Vanguard Group October 2005 - Present
Vanguard February 1997 - September 2005
Merrill Lynch February 1992 - February 1997
Merrill Lynch November 1987 - February 1992
Dun and Bradstreet June 1985 - December 1987
Skills
Capital Markets, Investments, Financial Services, Asset Allocation, Defined Contribution, Leadership, Portfolio Management, Series 63, Series 6, CRM, 401k, Defined Benefit, Relationship Management, Mutual Funds, Finance, Series 7
Education
Boston College 1981 — 1985
Bachelor of Science, Marketing
Boston College 1981 — 1985
B.S, Marketing
Vanguard Group October 2005 - Present
Vanguard February 1997 - September 2005
Merrill Lynch February 1992 - February 1997
Merrill Lynch November 1987 - February 1992
Dun and Bradstreet June 1985 - December 1987
Skills
Capital Markets, Investments, Financial Services, Asset Allocation, Defined Contribution, Leadership, Portfolio Management, Series 63, Series 6, CRM, 401k, Defined Benefit, Relationship Management, Mutual Funds, Finance, Series 7
Education
Boston College 1981 — 1985
Bachelor of Science, Marketing
Boston College 1981 — 1985
B.S, Marketing
Dan Clary's Merrill Lynch Experience August 2001 - December 2001
Job Executive Director, Planning & Strategy at Integrated Education Solutions
Industry Education Management
Experience
Integrated Education Solutions May 2013 - Present
DeVry Inc. October 2008 - Present
Bain & Company June 2007 - August 2007
Marsh, Inc. July 2002 - August 2006
Merrill Lynch August 2001 - December 2001
Teragram Corporation June 2001 - August 2001
Skills
Business Development, Strategy, New Business Development, Business Planning, Product Management, Program Management, Mergers, Forecasting, Marketing, Business Strategy, Strategic Planning, Financial Modeling, Competitive Analysis, Management Consulting, Corporate Development, Mergers & Acquisitions, Investments, Strategic Partnerships, Analytics, Management, Data Analysis
Education
The University of Chicago - Booth School of Business 2006 — 2008
M.B.A., Economics, Marketing and Strategic Management
Boston College 1998 — 2002
B.A., Linguistics (Honors Program)
Integrated Education Solutions May 2013 - Present
DeVry Inc. October 2008 - Present
Bain & Company June 2007 - August 2007
Marsh, Inc. July 2002 - August 2006
Merrill Lynch August 2001 - December 2001
Teragram Corporation June 2001 - August 2001
Skills
Business Development, Strategy, New Business Development, Business Planning, Product Management, Program Management, Mergers, Forecasting, Marketing, Business Strategy, Strategic Planning, Financial Modeling, Competitive Analysis, Management Consulting, Corporate Development, Mergers & Acquisitions, Investments, Strategic Partnerships, Analytics, Management, Data Analysis
Education
The University of Chicago - Booth School of Business 2006 — 2008
M.B.A., Economics, Marketing and Strategic Management
Boston College 1998 — 2002
B.A., Linguistics (Honors Program)
Greg Eisenhart's Merrill Lynch Experience 2005 - 2005
Job Equity Trader at Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management January 2014 - Present
Highbridge Capital Management September 2009 - December 2013
Highbridge Capital Management May 2007 - September 2009
Chubb 2006 - 2006
Merrill Lynch 2005 - 2005
Skills
Equities, Middle Office, Bonds, Trading, Hedge Funds, Bloomberg, Fixed Income, Credit Derivatives, Derivatives, Financial Modeling, VBA, Microsoft Excel, Financial Analysis, PowerPoint, Asset Managment, Portfolio Management, Project Management, Swaps, Securities, Options
Education
Boston College 2003 — 2007
BS, Finance, Management Leadership
Highbridge Capital Management January 2014 - Present
Highbridge Capital Management September 2009 - December 2013
Highbridge Capital Management May 2007 - September 2009
Chubb 2006 - 2006
Merrill Lynch 2005 - 2005
Skills
Equities, Middle Office, Bonds, Trading, Hedge Funds, Bloomberg, Fixed Income, Credit Derivatives, Derivatives, Financial Modeling, VBA, Microsoft Excel, Financial Analysis, PowerPoint, Asset Managment, Portfolio Management, Project Management, Swaps, Securities, Options
Education
Boston College 2003 — 2007
BS, Finance, Management Leadership
David Lucchese's Merrill Lynch Experience June 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Morgan Stanley February 2004 - June 2008
Education
Boston College 1993 — 1997
Merrill Lynch June 2008 - Present
Morgan Stanley February 2004 - June 2008
Education
Boston College 1993 — 1997
Amy (Barber) Roberts's Merrill Lynch Experience March 2011 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Vanguard November 2009 - April 2010
Metropolitan Real Estate Equity Management, LLC November 2006 - November 2009
Children's Hospital Trust 2005 - 2006
Education
Boston College 2000 — 2004
BA, Sociology
Merrill Lynch March 2011 - Present
Vanguard November 2009 - April 2010
Metropolitan Real Estate Equity Management, LLC November 2006 - November 2009
Children's Hospital Trust 2005 - 2006
Education
Boston College 2000 — 2004
BA, Sociology
David McCormick's Merrill Lynch Experience June 2008 - August 2008
Job Vice President at Deutsche Bank
Industry Oil & Energy
Experience
Deutsche Bank July 2009 - Present
Merrill Lynch June 2008 - August 2008
RNK Capital 2007 - 2008
Chevron 2007 - 2007
Chicago Climate Exchange 2005 - 2006
Chicago Board of Trade December 2004 - September 2005
United States Peace Corps September 2002 - November 2004
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Capital Markets, Economics, Due Diligence
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Columbia University - School of International and Public Affairs 2006 — 2009
MIA, Energy Management and Policy
Columbia University in the City of New York 2006 — 2009
MBA/MIA, International Energy Management
Boston College 1998 — 2002
BS, Geology / International Affairs
Deutsche Bank July 2009 - Present
Merrill Lynch June 2008 - August 2008
RNK Capital 2007 - 2008
Chevron 2007 - 2007
Chicago Climate Exchange 2005 - 2006
Chicago Board of Trade December 2004 - September 2005
United States Peace Corps September 2002 - November 2004
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Capital Markets, Economics, Due Diligence
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Columbia University - School of International and Public Affairs 2006 — 2009
MIA, Energy Management and Policy
Columbia University in the City of New York 2006 — 2009
MBA/MIA, International Energy Management
Boston College 1998 — 2002
BS, Geology / International Affairs
John F. Rosellini III's Merrill Lynch Experience 2007 - 2011
Job Mutual Fund Wholesaler
Industry Financial Services
Experience
Prudential Investments 2011 - Present
Merrill Lynch 2007 - 2011
Education
Boston College 2003 — 2007
Prudential Investments 2011 - Present
Merrill Lynch 2007 - 2011
Education
Boston College 2003 — 2007
Atila Bayat's Merrill Lynch Experience January 1998 - January 2000
Job Management Consultant, Editor, Author
Industry Information Technology and Services
Experience
Ally Financial Inc. November 2010 - November 2011
Independent Consultant May 2009 - October 2010
Wells Fargo Bank January 2009 - May 2009
Johnston McLamb July 2008 - October 2008
QAES / International Associated / Japan Student Services June 2008 - October 2008
Compuware Corporation November 2004 - April 2005
Citibank April 2000 - November 2003
Merrill Lynch January 1998 - January 2000
Merrill Lynch June 1998 - December 1998
Eastman Software December 1997 - June 1998
Skills
Quality Assurance, Software Quality..., Test Planning, SDLC, Release Management, Testing, Requirements Analysis, Project Portfolio..., Software Project..., Program Management, Performance Testing, Integration, Banking, User Acceptance Testing, Technical Documentation, Quality Center, Visio, Business Analysis, HP Quality Center, Vendor Management
Education
Citigroup 2000 — 2003
Information Systems
Columbia University in the City of New York 1993 — 1994
CTA, Management of IS
Boston College 1987 — 1989
MA, Philosophy
Stony Brook University 1985 — 1987
BA, Philosophy/History
Ally Financial Inc. November 2010 - November 2011
Independent Consultant May 2009 - October 2010
Wells Fargo Bank January 2009 - May 2009
Johnston McLamb July 2008 - October 2008
QAES / International Associated / Japan Student Services June 2008 - October 2008
Compuware Corporation November 2004 - April 2005
Citibank April 2000 - November 2003
Merrill Lynch January 1998 - January 2000
Merrill Lynch June 1998 - December 1998
Eastman Software December 1997 - June 1998
Skills
Quality Assurance, Software Quality..., Test Planning, SDLC, Release Management, Testing, Requirements Analysis, Project Portfolio..., Software Project..., Program Management, Performance Testing, Integration, Banking, User Acceptance Testing, Technical Documentation, Quality Center, Visio, Business Analysis, HP Quality Center, Vendor Management
Education
Citigroup 2000 — 2003
Information Systems
Columbia University in the City of New York 1993 — 1994
CTA, Management of IS
Boston College 1987 — 1989
MA, Philosophy
Stony Brook University 1985 — 1987
BA, Philosophy/History
Feyisayo Oshinkanlu's Merrill Lynch Experience July 2012 - Present
Job Associate, Global Banking & Markets, Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Young African MBAs June 2012 - Present
Kellogg School of Management June 2010 - July 2012
Bank of America Merrill Lynch August 2011 - September 2011
Novartis November 2007 - July 2010
Amgen November 2005 - November 2007
Skills
Cross-functional Team..., Business Strategy, Strategy, Competitive Analysis, Data Analysis, Biotechnology, Pharmaceutical Industry, Strategic Planning, Due Diligence, Entrepreneurship, Product Development, Project Management, Product Management, Business Development, Financial Analysis, Process Improvement, Mergers & Acquisitions, Management, Sales
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, International Business, Management & Strategy
Boston College 1999 — 2003
B.Sc., Biology
Merrill Lynch July 2012 - Present
Young African MBAs June 2012 - Present
Kellogg School of Management June 2010 - July 2012
Bank of America Merrill Lynch August 2011 - September 2011
Novartis November 2007 - July 2010
Amgen November 2005 - November 2007
Skills
Cross-functional Team..., Business Strategy, Strategy, Competitive Analysis, Data Analysis, Biotechnology, Pharmaceutical Industry, Strategic Planning, Due Diligence, Entrepreneurship, Product Development, Project Management, Product Management, Business Development, Financial Analysis, Process Improvement, Mergers & Acquisitions, Management, Sales
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, International Business, Management & Strategy
Boston College 1999 — 2003
B.Sc., Biology
Nan Mohabir's Merrill Lynch Experience 1996 - 1998
Job IT consultant at Pfizer
Industry Pharmaceuticals
Experience
Pfizer June 2000 - Present
Dimension Data 2009 - 2011
AT&T /Merrill Lynch 1996 - 2000
Merrill Lynch 1996 - 1998
Education
Centenary College 2006 — 2008
Bachelor of Science in Business Administration
Borough of Manhattan Community College
Associate, Computer Science
Pfizer June 2000 - Present
Dimension Data 2009 - 2011
AT&T /Merrill Lynch 1996 - 2000
Merrill Lynch 1996 - 1998
Education
Centenary College 2006 — 2008
Bachelor of Science in Business Administration
Borough of Manhattan Community College
Associate, Computer Science
Jeff Carman, CPA's Merrill Lynch Experience July 2005 - June 2009
Job Controller at K2 Intelligence
Industry Security and Investigations
Experience
K2 Intelligence September 2014 - Present
Goldman Sachs June 2009 - August 2014
Merrill Lynch July 2005 - June 2009
PricewaterhouseCoopers September 2002 - July 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Financial Reporting, Due Diligence, Corporate Finance, Internal Controls, Commodity, Mergers, Corporate Development, Emerging Markets, Entrepreneurship, Sarbanes-Oxley Act, US GAAP, Structured Products, Financial Services, Derivatives, Investment Banking, Finance, Financial Structuring, Capital Markets, Alternative Investments, Strategic Financial..., SEC filings, Cash Management, CPA, Hedging, Internal Audit, Middle Office, Strategy, Investment Advisory, Financial Accounting, Hedge Funds, Equities, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, Leadership & Change Mangagement, & Entrepreneurship
Boston College 1998 — 2002
BS, Accounting
K2 Intelligence September 2014 - Present
Goldman Sachs June 2009 - August 2014
Merrill Lynch July 2005 - June 2009
PricewaterhouseCoopers September 2002 - July 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Financial Reporting, Due Diligence, Corporate Finance, Internal Controls, Commodity, Mergers, Corporate Development, Emerging Markets, Entrepreneurship, Sarbanes-Oxley Act, US GAAP, Structured Products, Financial Services, Derivatives, Investment Banking, Finance, Financial Structuring, Capital Markets, Alternative Investments, Strategic Financial..., SEC filings, Cash Management, CPA, Hedging, Internal Audit, Middle Office, Strategy, Investment Advisory, Financial Accounting, Hedge Funds, Equities, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, Leadership & Change Mangagement, & Entrepreneurship
Boston College 1998 — 2002
BS, Accounting
Tonya De Melo's Merrill Lynch Experience 1997 - 2002
Job SVP, Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America June 2009 - Present
Aspen Partners, Ltd. (Managed Futures Hedge Fund Company) 2005 - 2006
Winter, Wyman, & Company 2004 - 2005
Putnam Investments 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Corporate Finance, Financial Modeling, Risk Management, Portfolio Management, Strategy, Financial Analysis, Finance, Banking, Credit Analysis, Financial Services, Wealth Management, Investments, Asset Management, Relationship Management, Series 7, Securities, Mutual Funds, Business Analysis, Hedge Funds, Strategic Planning, Process Improvement, Vendor Management, Business Process..., Change Management, Retail Banking, Marketing
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA
Boston College 1993 — 1997
BA, Economics
Universidad Complutense de Madrid 1995 — 1996
Economics
Bank of America June 2009 - Present
Aspen Partners, Ltd. (Managed Futures Hedge Fund Company) 2005 - 2006
Winter, Wyman, & Company 2004 - 2005
Putnam Investments 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Corporate Finance, Financial Modeling, Risk Management, Portfolio Management, Strategy, Financial Analysis, Finance, Banking, Credit Analysis, Financial Services, Wealth Management, Investments, Asset Management, Relationship Management, Series 7, Securities, Mutual Funds, Business Analysis, Hedge Funds, Strategic Planning, Process Improvement, Vendor Management, Business Process..., Change Management, Retail Banking, Marketing
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA
Boston College 1993 — 1997
BA, Economics
Universidad Complutense de Madrid 1995 — 1996
Economics
Jason Ruel's Merrill Lynch Experience March 2012 - July 2014
Job Financial Consultant at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. July 2014 - Present
Merrill Lynch March 2012 - July 2014
Morgan Stanley Wealth Management July 2010 - April 2012
Microsoft 2007 - 2009
Honeywell May 2005 - September 2007
Daimler April 2001 - October 2001
Tallan May 1999 - May 2001
Skills
Financial Advisory, Financial Markets, Investment Strategies, Series 7, Series 66, Series 31, Investments, Asset Allocation, Wealth Management, Insurance, Estate Planning, Retirement Planning, Six Sigma, C++, Java, Programming, Visual Basic, Cocoa
Education
University of Washington 2003 — 2005
MBA
Boston University 2001 — 2003
MS, Computer Science
Boston College 1995 — 1999
BA, Computer Science, Economics
Citizens Financial Group, Inc. July 2014 - Present
Merrill Lynch March 2012 - July 2014
Morgan Stanley Wealth Management July 2010 - April 2012
Microsoft 2007 - 2009
Honeywell May 2005 - September 2007
Daimler April 2001 - October 2001
Tallan May 1999 - May 2001
Skills
Financial Advisory, Financial Markets, Investment Strategies, Series 7, Series 66, Series 31, Investments, Asset Allocation, Wealth Management, Insurance, Estate Planning, Retirement Planning, Six Sigma, C++, Java, Programming, Visual Basic, Cocoa
Education
University of Washington 2003 — 2005
MBA
Boston University 2001 — 2003
MS, Computer Science
Boston College 1995 — 1999
BA, Computer Science, Economics
pat corry's Merrill Lynch Experience January 2002 - October 2008
Job Managing Director/Chief Marketing Officer
Industry Marketing and Advertising
Experience
UBS November 2008 - Present
Merrill Lynch January 2002 - October 2008
J. Walter Thompson September 1999 - December 2002
BBDO September 1996 - September 1999
Ross Roy Communications 1985 - 1989
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Financial Services, Account Management, Digital Marketing, Social Media Marketing, Strategy, Product Marketing, Corporate Communications, Marketing, Digital Strategy, Thought Leadership, Wealth Management
Education
Boston College 1981 — 1985
BA, English
UBS November 2008 - Present
Merrill Lynch January 2002 - October 2008
J. Walter Thompson September 1999 - December 2002
BBDO September 1996 - September 1999
Ross Roy Communications 1985 - 1989
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Financial Services, Account Management, Digital Marketing, Social Media Marketing, Strategy, Product Marketing, Corporate Communications, Marketing, Digital Strategy, Thought Leadership, Wealth Management
Education
Boston College 1981 — 1985
BA, English
John Cervellino's Merrill Lynch Experience Senior Programmer/AnalystUnion Camp Corporation1983 - 1990
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Senior Programmer/AnalystUnion Camp Corporation1983 - 1990
International Paper 1983 - 1990
Education
Boston College
Merrill Lynch Senior Programmer/AnalystUnion Camp Corporation1983 - 1990
International Paper 1983 - 1990
Education
Boston College
Ed Olbrich's Merrill Lynch Experience ConsultantInterpool2002 - 2004
Job consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch ConsultantInterpool2002 - 2004
Education
Boston College 1977 — 1981
Merrill Lynch ConsultantInterpool2002 - 2004
Education
Boston College 1977 — 1981
Kate Mayberry's Merrill Lynch Experience 1981 - 1998
Job Consultant, ScrumMaster, Scrum Coach, Program Manager, Project Manager
Industry Information Technology and Services
Experience
TIAA-CREF March 2013 - October 2013
American International Group February 2012 - October 2012
Morgan Stanley Smith Barney June 2010 - January 2012
Keller Williams Realty Premier Properties July 2008 - December 2010
Burgdorff ERA October 2004 - July 2008
Cactus River April 2001 - June 2005
Captura Software, Inc. October 1998 - March 2001
Merrill Lynch 1981 - 1998
Skills
•Agile, •Scrum, •CSM - Certified Scrum..., •PSM - Professional..., •Project and Program..., •Agile Project..., •Project Portfolio..., •PMO – Program/Project..., •PMP – Project..., •Relationship..., •CRM – Customer..., •Coaching and Training, •Business Analysis, •SDLC – Software..., •User Acceptance..., •Quality Assurance, •Client/Customer..., •Client/Customer..., •Client/Customer..., •Evangelism, •Management, •Leadership, •Team Leadership, •Cross-Functional Team..., •Product Evangelism, •Requirements..., •Data Analysis, •Compliance and Audit, •Regulatory Centric, •Governance, •Business Development, •Business Management, •Business Strategy &..., •Strategic Partnerships, •Strategic Planning, •Knowledge Management..., •Professional Services, •Competitive Analysis, •ALM – Application..., •Change Agent / Change..., •Execution Management, •IT Management, •Management Reporting, •Process Engineering &..., •Product Management, •Project Finance, •Project Planning, •Release Management, •Reporting, •Virtual Teams
Education
Boston College 1977 — 1981
BA, Mathematics and Fine Arts
New York University 1982 — 1983
MBA, Investment Banking
TIAA-CREF March 2013 - October 2013
American International Group February 2012 - October 2012
Morgan Stanley Smith Barney June 2010 - January 2012
Keller Williams Realty Premier Properties July 2008 - December 2010
Burgdorff ERA October 2004 - July 2008
Cactus River April 2001 - June 2005
Captura Software, Inc. October 1998 - March 2001
Merrill Lynch 1981 - 1998
Skills
•Agile, •Scrum, •CSM - Certified Scrum..., •PSM - Professional..., •Project and Program..., •Agile Project..., •Project Portfolio..., •PMO – Program/Project..., •PMP – Project..., •Relationship..., •CRM – Customer..., •Coaching and Training, •Business Analysis, •SDLC – Software..., •User Acceptance..., •Quality Assurance, •Client/Customer..., •Client/Customer..., •Client/Customer..., •Evangelism, •Management, •Leadership, •Team Leadership, •Cross-Functional Team..., •Product Evangelism, •Requirements..., •Data Analysis, •Compliance and Audit, •Regulatory Centric, •Governance, •Business Development, •Business Management, •Business Strategy &..., •Strategic Partnerships, •Strategic Planning, •Knowledge Management..., •Professional Services, •Competitive Analysis, •ALM – Application..., •Change Agent / Change..., •Execution Management, •IT Management, •Management Reporting, •Process Engineering &..., •Product Management, •Project Finance, •Project Planning, •Release Management, •Reporting, •Virtual Teams
Education
Boston College 1977 — 1981
BA, Mathematics and Fine Arts
New York University 1982 — 1983
MBA, Investment Banking
Diana Binet's Merrill Lynch Experience August 2011 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
BGC Partners October 2009 - September 2011
Van der Moolen September 2008 - March 2009
Bear Stearns April 2007 - September 2008
Morgan Stanley 2003 - 2007
Education
Boston College 1999 — 2003
Merrill Lynch August 2011 - Present
BGC Partners October 2009 - September 2011
Van der Moolen September 2008 - March 2009
Bear Stearns April 2007 - September 2008
Morgan Stanley 2003 - 2007
Education
Boston College 1999 — 2003
Dmitry Burt's Merrill Lynch Experience 2001 - 2004
Job VP/ Institutional Fixed Income Sales at Citigroup
Industry Financial Services
Experience
Citigroup June 2006 - Present
Barclays Capital February 2005 - April 2006
Merrill Lynch 2001 - 2004
Education
Boston College 2004 — 2007
MBA, Finance
Northeastern University 1996 — 2001
Bachelor, Finance/Accounting
CFA Institute
CFA Level 2 completed
Citigroup June 2006 - Present
Barclays Capital February 2005 - April 2006
Merrill Lynch 2001 - 2004
Education
Boston College 2004 — 2007
MBA, Finance
Northeastern University 1996 — 2001
Bachelor, Finance/Accounting
CFA Institute
CFA Level 2 completed
John Baratta's Merrill Lynch Experience traderndb capital marketsMay 1987 - June 2002
Job financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch traderndb capital marketsMay 1987 - June 2002
Education
New York Law School 1989 — 1993
jd
Boston College 1981 — 1985
ba, political science
Merrill Lynch traderndb capital marketsMay 1987 - June 2002
Education
New York Law School 1989 — 1993
jd
Boston College 1981 — 1985
ba, political science
Pete Zimmermann's Merrill Lynch Experience June 2007 - August 2007
Job Buyer, Beauty at Bergdorf Goodman
Industry Retail
Experience
Bergdorf Goodman August 2013 - Present
Bergdorf Goodman April 2012 - August 2013
Bergdorf Goodman December 2010 - April 2012
Macy's October 2009 - December 2010
L'Oreal S.A. June 2008 - August 2008
L'Oreal S.A. November 2007 - November 2007
Merrill Lynch June 2007 - August 2007
Education
Boston College 2005 — 2009
B.A., French
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
B.S., Management - Finance
Bergdorf Goodman August 2013 - Present
Bergdorf Goodman April 2012 - August 2013
Bergdorf Goodman December 2010 - April 2012
Macy's October 2009 - December 2010
L'Oreal S.A. June 2008 - August 2008
L'Oreal S.A. November 2007 - November 2007
Merrill Lynch June 2007 - August 2007
Education
Boston College 2005 — 2009
B.A., French
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
B.S., Management - Finance
Jim Broemer's Merrill Lynch Experience February 1985 - December 1987
Job Owner, Welcor Development
Industry Real Estate
Experience
Welcor Development May 2006 - Present
1st Carolina Properties September 2003 - May 2006
American Asset Corporation January 1998 - September 2003
Childress Klein Properties December 1994 - January 1998
Pulte Homes/ Mortgage April 1992 - December 1994
GMAC Mortgage January 1988 - April 1992
Merrill Lynch February 1985 - December 1987
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Investment Properties, Disposition, Location Intelligence, Commercial Real Estate, Real Estate Economics, Corporate Real Estate, Real Estate Financing, Land Acquisition, Shopping Centers, Tenant, Leases, Landlords
Education
Wake Forest University School of Business 1992 — 1993
MBA, Finance
Boston College
Breck High School
University of St. Thomas
Finance, General
Welcor Development May 2006 - Present
1st Carolina Properties September 2003 - May 2006
American Asset Corporation January 1998 - September 2003
Childress Klein Properties December 1994 - January 1998
Pulte Homes/ Mortgage April 1992 - December 1994
GMAC Mortgage January 1988 - April 1992
Merrill Lynch February 1985 - December 1987
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Investment Properties, Disposition, Location Intelligence, Commercial Real Estate, Real Estate Economics, Corporate Real Estate, Real Estate Financing, Land Acquisition, Shopping Centers, Tenant, Leases, Landlords
Education
Wake Forest University School of Business 1992 — 1993
MBA, Finance
Boston College
Breck High School
University of St. Thomas
Finance, General
Linda Samay's Merrill Lynch Experience June 2009 - June 2012
Job Digital Marketing Consultant, Merrill Edge at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Merrill Lynch June 2009 - June 2012
Bank of America March 2007 - June 2009
Fidelity Management Trust Company March 2006 - March 2007
Fidelity Investments August 2003 - March 2006
Fidelity Investments Life Insurance Co. February 1999 - August 2003
Fidelity Investments March 1998 - February 1999
Skills
Business Intelligence, Retirement Planning
Education
Boston College
City University of New York
Bank of America July 2012 - Present
Merrill Lynch June 2009 - June 2012
Bank of America March 2007 - June 2009
Fidelity Management Trust Company March 2006 - March 2007
Fidelity Investments August 2003 - March 2006
Fidelity Investments Life Insurance Co. February 1999 - August 2003
Fidelity Investments March 1998 - February 1999
Skills
Business Intelligence, Retirement Planning
Education
Boston College
City University of New York
JJ Sullivan's Merrill Lynch Experience March 2007 - July 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Ernst & Young August 2009 - October 2010
Merrill Lynch March 2007 - July 2008
JPMorgan Partners November 2000 - August 2006
JP Morgan Partners 2000 - 2006
JP Morgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Education
New York University - Polytechnic School of Engineering 1988 — 1991
MS, Computer Science
Boston College 1981 — 1985
BA, Mathematics & Computer Science
Ernst & Young August 2009 - October 2010
Merrill Lynch March 2007 - July 2008
JPMorgan Partners November 2000 - August 2006
JP Morgan Partners 2000 - 2006
JP Morgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Education
New York University - Polytechnic School of Engineering 1988 — 1991
MS, Computer Science
Boston College 1981 — 1985
BA, Mathematics & Computer Science
Brian Dossie's Merrill Lynch Experience January 2003 - September 2007
Job Senior Vice President at HSBC
Industry Financial Services
Experience
HSBC March 2009 - Present
Middle Market Start Up Company May 2008 - March 2009
Lehman Brothers September 2007 - May 2008
Merrill Lynch January 2003 - September 2007
Fleet Bank February 2000 - January 2003
Bank of Tokyo-Mitsubishi June 1996 - February 2000
Chemical Bank October 1994 - June 1996
The Chase Manhattan Bank September 1992 - June 1996
Skills
Capital Markets, Portfolio Management, Credit Analysis, Corporate Finance, Private Equity, Credit, Financial Structuring, Loans, Banking, Mergers & Acquisitions, Syndications, Asset Based Lending, Cash Flow, Capital, Finance, Loan Origination, Financial Analysis, Investment Banking, Financial Modeling, Mergers
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Boston College 1988 — 1992
BS, Finance / Marketing
Fordham Preparatory School 1984 — 1988
HS Diploma
HSBC March 2009 - Present
Middle Market Start Up Company May 2008 - March 2009
Lehman Brothers September 2007 - May 2008
Merrill Lynch January 2003 - September 2007
Fleet Bank February 2000 - January 2003
Bank of Tokyo-Mitsubishi June 1996 - February 2000
Chemical Bank October 1994 - June 1996
The Chase Manhattan Bank September 1992 - June 1996
Skills
Capital Markets, Portfolio Management, Credit Analysis, Corporate Finance, Private Equity, Credit, Financial Structuring, Loans, Banking, Mergers & Acquisitions, Syndications, Asset Based Lending, Cash Flow, Capital, Finance, Loan Origination, Financial Analysis, Investment Banking, Financial Modeling, Mergers
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Boston College 1988 — 1992
BS, Finance / Marketing
Fordham Preparatory School 1984 — 1988
HS Diploma
Boris Litichevsky's Merrill Lynch Experience November 1987 - February 2008
Job Systems Engineer
Industry Information Technology and Services
Experience
Ogilvy & Mather February 2010 - Present
Fox News Channel October 2008 - January 2010
EPIQ Systems - eDiscovery May 2008 - October 2008
Merrill Lynch November 1987 - February 2008
Merrill Lynch January 1987 - January 2008
Merrill Lynch January 1991 - January 2004
Merrill Lynch January 1989 - January 1991
Skills
Solaris, ITIL, Windows Server, Servers, Operating Systems, VMware, Unix, Storage, Data Center, AIX, DNS, Cluster, NetApp, EMC Storage, TSM, Troubleshooting, Disaster Recovery, Storage Area Networks, VMware ESX, Red Hat Linux, Hardware, VMware Infrastructure, Linux, System Administration
Education
Borough of Manhattan Community College
Computer Science
Ogilvy & Mather February 2010 - Present
Fox News Channel October 2008 - January 2010
EPIQ Systems - eDiscovery May 2008 - October 2008
Merrill Lynch November 1987 - February 2008
Merrill Lynch January 1987 - January 2008
Merrill Lynch January 1991 - January 2004
Merrill Lynch January 1989 - January 1991
Skills
Solaris, ITIL, Windows Server, Servers, Operating Systems, VMware, Unix, Storage, Data Center, AIX, DNS, Cluster, NetApp, EMC Storage, TSM, Troubleshooting, Disaster Recovery, Storage Area Networks, VMware ESX, Red Hat Linux, Hardware, VMware Infrastructure, Linux, System Administration
Education
Borough of Manhattan Community College
Computer Science
Christopher Parra's Merrill Lynch Experience 1999 - 2001
Job CoFounder at FMP, Inc.
Industry Information Technology and Services
Experience
FMP, Inc. November 2007 - Present
Sempra Energy 2003 - 2007
Merrill Lynch 1999 - 2001
Skills
Program Management, Process Improvement, New Business Development, Facilities Management, Business Development
Education
Boston College 1998 — 2002
B.A., English, m. Computer Science
Instituto Internacional 2000 — 2001
Madrid, Spain
FMP, Inc. November 2007 - Present
Sempra Energy 2003 - 2007
Merrill Lynch 1999 - 2001
Skills
Program Management, Process Improvement, New Business Development, Facilities Management, Business Development
Education
Boston College 1998 — 2002
B.A., English, m. Computer Science
Instituto Internacional 2000 — 2001
Madrid, Spain
Trevor Gordon's Merrill Lynch Experience December 1997 - November 2001
Job Sr. Auditor
Industry Accounting
Experience
West Bay Group 2000 - 2013
J.H. Cohn LLP August 2011 - August 2011
Peoples United Bank November 2010 - February 2011
Grant Thornton December 2007 - December 2008
Bank of America 2002 - 2007
Merrill Lynch December 1997 - November 2001
Scotiabank 1995 - 2000
Skills
Financial Services, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Finance, Banking, Internal Controls, GAAP, Financial Reporting, Accounting, Access, Enterprise Risk..., Account Reconciliation, Financial Accounting, Financial Statements, Financial Audits, SEC filings, Cash Flow, Corporate Finance, General Ledger, IFRS, Financial Modeling, Cash Management, Sarbanes-Oxley, US GAAP, CPA, External Audit, Managerial Finance, Strategic Financial..., Tax, Variance Analysis, Consolidation, Cost Accounting, Fixed Assets, SEC Filings, Financial Planning, Due Diligence
Education
Pace University 1991 — 1994
BBA, Accounting
Borough of Manhattan Community College 1989 — 1991
AAS, Accounting
Kaplan University
Masters of Science, Accounting / Audit
Long Island University, Brooklyn Campus
MBA, Finance
West Bay Group 2000 - 2013
J.H. Cohn LLP August 2011 - August 2011
Peoples United Bank November 2010 - February 2011
Grant Thornton December 2007 - December 2008
Bank of America 2002 - 2007
Merrill Lynch December 1997 - November 2001
Scotiabank 1995 - 2000
Skills
Financial Services, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Finance, Banking, Internal Controls, GAAP, Financial Reporting, Accounting, Access, Enterprise Risk..., Account Reconciliation, Financial Accounting, Financial Statements, Financial Audits, SEC filings, Cash Flow, Corporate Finance, General Ledger, IFRS, Financial Modeling, Cash Management, Sarbanes-Oxley, US GAAP, CPA, External Audit, Managerial Finance, Strategic Financial..., Tax, Variance Analysis, Consolidation, Cost Accounting, Fixed Assets, SEC Filings, Financial Planning, Due Diligence
Education
Pace University 1991 — 1994
BBA, Accounting
Borough of Manhattan Community College 1989 — 1991
AAS, Accounting
Kaplan University
Masters of Science, Accounting / Audit
Long Island University, Brooklyn Campus
MBA, Finance
Debbie Redmond's Merrill Lynch Experience July 1989 - October 1992
Job Computer Programmer
Industry Computer Software
Experience
Independent Consultant September 2012 - Present
Equifax May 1998 - June 2000
Mellon Bank May 1997 - March 1998
Fidelity Investments October 1992 - May 1997
Merrill Lynch July 1989 - October 1992
Education
Boston College 1985 — 1989
Bachelor's degree, Management / Computer Science
Independent Consultant September 2012 - Present
Equifax May 1998 - June 2000
Mellon Bank May 1997 - March 1998
Fidelity Investments October 1992 - May 1997
Merrill Lynch July 1989 - October 1992
Education
Boston College 1985 — 1989
Bachelor's degree, Management / Computer Science
Janice Alejandro's Merrill Lynch Experience August 2005 - May 2009
Job AVP, Bank of America
Industry Financial Services
Experience
Bank of America 2010 - Present
Merrill Lynch August 2005 - May 2009
Primedia January 2000 - August 2005
Education
Borough of Manhattan Community College 2004 — 2006
Business Administration
Florida International University 1994 — 1995
Marine Biology
DeVry University
Computer Information Science, Computer Forensics
Bank of America 2010 - Present
Merrill Lynch August 2005 - May 2009
Primedia January 2000 - August 2005
Education
Borough of Manhattan Community College 2004 — 2006
Business Administration
Florida International University 1994 — 1995
Marine Biology
DeVry University
Computer Information Science, Computer Forensics
Beth Lawlor's Merrill Lynch Experience January 2013 - Present
Job Managing DirectorDivision Sales Executive Northeast Retail Lending
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch January 2013 - Present
Morgan Stanley February 2012 - January 2013
Morgan Stanley January 2011 - February 2012
Morgan Stanley May 2010 - January 2011
Wells Fargo Advisors, LLC August 2007 - April 2010
SmithBarney May 2005 - July 2008
American Express 1996 - 2005
Chase Personal Financial Services 1990 - 1994
Skills
Series 24, Series 7, Banking, Credit, Series 63, Securities, Mortgage Lending, Financial Services, Equities, Risk Management, Mutual Funds, Loans, Credit Analysis, Private Banking, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Advisory, Fixed Income, Leadership, Finance, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Commercial Lending, Asset Allocation, Business Development, Strategic Financial..., Wealth Management...
Education
Boston College 1985 — 1989
BA,CumLaude, Psychology and Communications
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch January 2013 - Present
Morgan Stanley February 2012 - January 2013
Morgan Stanley January 2011 - February 2012
Morgan Stanley May 2010 - January 2011
Wells Fargo Advisors, LLC August 2007 - April 2010
SmithBarney May 2005 - July 2008
American Express 1996 - 2005
Chase Personal Financial Services 1990 - 1994
Skills
Series 24, Series 7, Banking, Credit, Series 63, Securities, Mortgage Lending, Financial Services, Equities, Risk Management, Mutual Funds, Loans, Credit Analysis, Private Banking, Wealth Management, Asset Management, Portfolio Management, Investments, Financial Advisory, Fixed Income, Leadership, Finance, Relationship Management, Investment Advisory, Capital Markets, Retirement Planning, Commercial Lending, Asset Allocation, Business Development, Strategic Financial..., Wealth Management...
Education
Boston College 1985 — 1989
BA,CumLaude, Psychology and Communications
Janet Gill's Merrill Lynch Experience May 2006 - December 2008
Job Vice President at American International Group
Industry Insurance
Experience
AIG, Inc. May 2010 - Present
Bank of America January 2009 - May 2010
Merrill Lynch May 2006 - December 2008
Prudential Financial, Inc. August 1998 - May 2006
Skills
Cross-functional Team..., Leadership, Global Sourcing, Contract Negotiation, Strategic Sourcing, Process Improvement, Procurement, Risk Management, Change Management, Business Process..., Outsourcing, Program Management, Sourcing, Strategy, Management, Supply Management, Strategic Planning, Negotiation, Purchasing, Project Management, Contract Management, Financial Analysis, Mergers, Operations Management, Supply Chain Management, Forecasting
Education
Hofstra University School of Law 1987 — 1990
J.D.
Boston College 1983 — 1987
B.S., School of Management
AIG, Inc. May 2010 - Present
Bank of America January 2009 - May 2010
Merrill Lynch May 2006 - December 2008
Prudential Financial, Inc. August 1998 - May 2006
Skills
Cross-functional Team..., Leadership, Global Sourcing, Contract Negotiation, Strategic Sourcing, Process Improvement, Procurement, Risk Management, Change Management, Business Process..., Outsourcing, Program Management, Sourcing, Strategy, Management, Supply Management, Strategic Planning, Negotiation, Purchasing, Project Management, Contract Management, Financial Analysis, Mergers, Operations Management, Supply Chain Management, Forecasting
Education
Hofstra University School of Law 1987 — 1990
J.D.
Boston College 1983 — 1987
B.S., School of Management
Gregory Barabe's Merrill Lynch Experience October 2006 - December 2006
Job Regulatory Risk
Industry Accounting
Experience
KPMG March 2015 - Present
State Street Bank December 2013 - February 2015
Wellington Management September 2011 - June 2013
State Street Corp May 2009 - September 2011
Brown Brothers Harriman July 2008 - April 2009
American Benefit Plan January 2007 - June 2008
Merrill Lynch October 2006 - December 2006
Skills
Financial Analysis, Bloomberg, Access, Microsoft Excel, Financial Accounting, Mutual Funds, Securities, Risk Management, Analysis, Equities, Portfolio Management, Valuation, Investments, Financial Risk, Banking, PowerPoint, Microsoft Visio
Education
Boston College - Carroll School of Management 2013 — 2013
Masters, Finance
Boston College 2010 — 2013
Master of Business Administration (MBA), Business Administration
Portland State University 2003 — 2006
BS, Finance
KPMG March 2015 - Present
State Street Bank December 2013 - February 2015
Wellington Management September 2011 - June 2013
State Street Corp May 2009 - September 2011
Brown Brothers Harriman July 2008 - April 2009
American Benefit Plan January 2007 - June 2008
Merrill Lynch October 2006 - December 2006
Skills
Financial Analysis, Bloomberg, Access, Microsoft Excel, Financial Accounting, Mutual Funds, Securities, Risk Management, Analysis, Equities, Portfolio Management, Valuation, Investments, Financial Risk, Banking, PowerPoint, Microsoft Visio
Education
Boston College - Carroll School of Management 2013 — 2013
Masters, Finance
Boston College 2010 — 2013
Master of Business Administration (MBA), Business Administration
Portland State University 2003 — 2006
BS, Finance
Claire Piantidosi's Merrill Lynch Experience 2007 - 2008
Job Director, Corporate Marketing at Tishman Speyer
Industry Marketing and Advertising
Experience
Tishman Speyer March 2014 - Present
J.P. Morgan Asset Management August 2010 - March 2014
Deloitte December 2008 - July 2010
Merrill Lynch 2007 - 2008
Hill Holliday January 2005 - February 2006
Skills
Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Competitive Analysis, Social Media Marketing, Market Research, Direct Marketing, Strategy, Analytics, Financial Services, Advertising, Digital Strategy, Email Marketing, Business Strategy, Segmentation, Social Media
Education
UNSW Australia 2006 — 2007
Masters, Marketing
Boston College 1999 — 2003
Tishman Speyer March 2014 - Present
J.P. Morgan Asset Management August 2010 - March 2014
Deloitte December 2008 - July 2010
Merrill Lynch 2007 - 2008
Hill Holliday January 2005 - February 2006
Skills
Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Competitive Analysis, Social Media Marketing, Market Research, Direct Marketing, Strategy, Analytics, Financial Services, Advertising, Digital Strategy, Email Marketing, Business Strategy, Segmentation, Social Media
Education
UNSW Australia 2006 — 2007
Masters, Marketing
Boston College 1999 — 2003
Brigid Liston's Merrill Lynch Experience August 2008 - August 2014
Job Leasing and Marketing Associate at Value Industrial Partners
Industry Real Estate
Experience
Value Industrial Partners September 2014 - Present
Merrill Lynch August 2008 - August 2014
Skills
Investments, Customer Service, Banking, Financial Analysis, Portfolio Management, Microsoft Office, Finance, Wealth Management, Financial Services, Leadership, Microsoft Word, Sales, Equities, Fixed Income, Series 7
Education
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Fenwick High School 2004 — 2008
Value Industrial Partners September 2014 - Present
Merrill Lynch August 2008 - August 2014
Skills
Investments, Customer Service, Banking, Financial Analysis, Portfolio Management, Microsoft Office, Finance, Wealth Management, Financial Services, Leadership, Microsoft Word, Sales, Equities, Fixed Income, Series 7
Education
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Fenwick High School 2004 — 2008
Brian Pisacich's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney March 2003 - June 2012
Merrill Lynch November 1991 - March 2003
Skills
Retirement Planning, Alternative Investments, Wealth Management, Divorcees, Mortgage Lending
Education
Boston College 1982 — 1986
B.S.
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney March 2003 - June 2012
Merrill Lynch November 1991 - March 2003
Skills
Retirement Planning, Alternative Investments, Wealth Management, Divorcees, Mortgage Lending
Education
Boston College 1982 — 1986
B.S.
Sean Byrnes's Merrill Lynch Experience January 2010 - May 2010
Job Associate, Corporate & Investment Banking at Citi
Industry Investment Banking
Experience
Citi July 2014 - Present
Citi July 2011 - July 2014
Boston College September 2008 - April 2011
UBS June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
FirstPlay, LLC May 2009 - August 2009
Fox and Fox LLP December 2008 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Analysis, Financial Statement..., Research, Strategic Financial...
Education
Boston College 2007 — 2011
BA, Economics
Saint Peter's Preparatory School 2003 — 2007
High School
Citi July 2014 - Present
Citi July 2011 - July 2014
Boston College September 2008 - April 2011
UBS June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
FirstPlay, LLC May 2009 - August 2009
Fox and Fox LLP December 2008 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Analysis, Financial Statement..., Research, Strategic Financial...
Education
Boston College 2007 — 2011
BA, Economics
Saint Peter's Preparatory School 2003 — 2007
High School
Chris Stulb's Merrill Lynch Experience 1991 - 1997
Job CFO at Lynch & Associates
Industry Insurance
Experience
Lynch & Associates 1997 - Present
Courageous Sailing 1992 - 2013
Merrill Lynch 1991 - 1997
Skills
Due Diligence, Financial Risk, Finance, Private Equity, Mutual Funds, Equities, Asset Management, Financial Services, Alternative Investments
Education
Boston College 1989 — 1991
Master of Business Administration (MBA)
College of the Holy Cross 1982 — 1986
Bachelor's degree, Economics
Lynch & Associates 1997 - Present
Courageous Sailing 1992 - 2013
Merrill Lynch 1991 - 1997
Skills
Due Diligence, Financial Risk, Finance, Private Equity, Mutual Funds, Equities, Asset Management, Financial Services, Alternative Investments
Education
Boston College 1989 — 1991
Master of Business Administration (MBA)
College of the Holy Cross 1982 — 1986
Bachelor's degree, Economics
Derek Sabatino's Merrill Lynch Experience May 2010 - September 2010
Job Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates June 2011 - Present
Merrill Lynch May 2010 - September 2010
Boston College August 2009 - January 2010
Education
Boston College 2007 — 2011
Cambridge Associates June 2011 - Present
Merrill Lynch May 2010 - September 2010
Boston College August 2009 - January 2010
Education
Boston College 2007 — 2011
Yoli Rich's Merrill Lynch Experience January 1995 - July 1998
Job Mover Meditator Meditation and Trance Music Maker Yoga Student of Science
Industry Health, Wellness and Fitness
Experience
CrossSparX Neuro-Groove Productions August 2014 - Present
Michael Okeefe August 1999 - December 2004
Merrill Lynch January 1995 - July 1998
Skills
Entertainment, Coaching, Public Speaking, Event Management, Wellness, Fitness, Wellness Coaching, Holistic Health
Education
Borough of Manhattan Community College
CrossSparX Neuro-Groove Productions August 2014 - Present
Michael Okeefe August 1999 - December 2004
Merrill Lynch January 1995 - July 1998
Skills
Entertainment, Coaching, Public Speaking, Event Management, Wellness, Fitness, Wellness Coaching, Holistic Health
Education
Borough of Manhattan Community College
Lauren Forlenza's Merrill Lynch Experience May 2012 - February 2013
Job Advisor Client Experience Professional, TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 2013 - Present
Merrill Lynch May 2012 - February 2013
Merrill Lynch November 2010 - May 2012
Merrill Lynch March 2009 - June 2010
Skills
Marketing, New Business Development, Business Strategy, Market Research, Strategic Planning, Lead Generation, Market Analysis
Education
Boston College 1983 — 1987
Bachelor's, Marketing
TD Ameritrade Institutional June 2013 - Present
Merrill Lynch May 2012 - February 2013
Merrill Lynch November 2010 - May 2012
Merrill Lynch March 2009 - June 2010
Skills
Marketing, New Business Development, Business Strategy, Market Research, Strategic Planning, Lead Generation, Market Analysis
Education
Boston College 1983 — 1987
Bachelor's, Marketing
Joe Louie's Merrill Lynch Experience April 2008 - April 2010
Job AVP; Executive Support at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
Bank of America April 2010 - September 2012
Merrill Lynch April 2008 - April 2010
Skills
Microsoft Office
Education
Borough of Manhattan Community College 2004 — 2006
AS, Computer Operations, 3.55
Penn State University 2002 — 2003
Bank of America September 2012 - Present
Bank of America April 2010 - September 2012
Merrill Lynch April 2008 - April 2010
Skills
Microsoft Office
Education
Borough of Manhattan Community College 2004 — 2006
AS, Computer Operations, 3.55
Penn State University 2002 — 2003
Gordon Farkouh's Merrill Lynch Experience August 1985 - June 1986
Job Team Leader Data Products
Industry Financial Services
Experience
Bloomberg, LP July 2011 - Present
Bloomberg LP November 2001 - July 2011
Bear Stearns January 1987 - November 1989
L.F. Rothschild June 1986 - October 1987
Merrill Lynch August 1985 - June 1986
Education
Boston College 1979 — 1983
BA
Bloomberg, LP July 2011 - Present
Bloomberg LP November 2001 - July 2011
Bear Stearns January 1987 - November 1989
L.F. Rothschild June 1986 - October 1987
Merrill Lynch August 1985 - June 1986
Education
Boston College 1979 — 1983
BA
Gregory Kenny's Merrill Lynch Experience January 2010 - May 2010
Job Hibernia REIT / Willett Companies
Industry Real Estate
Experience
O'Connor Capital Partners October 2014 - June 2015
Columbia University in the City of New York May 2014 - 2015
Cushman & Wakefield October 2010 - April 2014
Merrill Lynch January 2010 - May 2010
Trilogy Capital June 2009 - August 2009
Skills
Financial Modeling, Valuation
Education
Columbia University in the City of New York 2014 — 2015
MS, Real Estate Finance & Development
Boston College 2006 — 2010
O'Connor Capital Partners October 2014 - June 2015
Columbia University in the City of New York May 2014 - 2015
Cushman & Wakefield October 2010 - April 2014
Merrill Lynch January 2010 - May 2010
Trilogy Capital June 2009 - August 2009
Skills
Financial Modeling, Valuation
Education
Columbia University in the City of New York 2014 — 2015
MS, Real Estate Finance & Development
Boston College 2006 — 2010
John Pollock, CFA's Merrill Lynch Experience June 2006 - September 2006
Job MBA Candidate Columbia Business School
Industry Venture Capital & Private Equity
Experience
Columbia University in the City of New York August 2015 - Present
HarbourVest Partners July 2013 - July 2015
Cambridge Associates January 2012 - June 2013
Cambridge Associates July 2009 - December 2011
Cambridge Associates June 2008 - August 2008
Merrill Lynch June 2006 - September 2006
Skills
Alternative Investments, Bloomberg, Private Equity, Hedge Funds, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investments, Asset Management, Asset Allocation, Portfolio Management
Education
Columbia University - Columbia Business School 2015 — 2017
Boston College 2005 — 2009
B.S., Finance, Accounting
Baylor School
Columbia University in the City of New York August 2015 - Present
HarbourVest Partners July 2013 - July 2015
Cambridge Associates January 2012 - June 2013
Cambridge Associates July 2009 - December 2011
Cambridge Associates June 2008 - August 2008
Merrill Lynch June 2006 - September 2006
Skills
Alternative Investments, Bloomberg, Private Equity, Hedge Funds, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investments, Asset Management, Asset Allocation, Portfolio Management
Education
Columbia University - Columbia Business School 2015 — 2017
Boston College 2005 — 2009
B.S., Finance, Accounting
Baylor School
Jim Marten's Merrill Lynch Experience May 2005 - July 2005
Job Asssociate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Citi July 2011 - April 2013
Miami Dolphins December 2010 - July 2011
Chicago Bears September 2009 - December 2010
Oakland Raiders September 2008 - September 2009
Dallas Cowboys April 2007 - September 2008
Merrill Lynch May 2005 - July 2005
Skills
Investments, Financial Analysis
Education
Boston College
Master of Science, Administrative Studies
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science, Double Major in Finance and Marketing
J.P. Morgan April 2013 - Present
Citi July 2011 - April 2013
Miami Dolphins December 2010 - July 2011
Chicago Bears September 2009 - December 2010
Oakland Raiders September 2008 - September 2009
Dallas Cowboys April 2007 - September 2008
Merrill Lynch May 2005 - July 2005
Skills
Investments, Financial Analysis
Education
Boston College
Master of Science, Administrative Studies
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science, Double Major in Finance and Marketing
Pamela London's Merrill Lynch Experience October 1984 - Present
Job VP of Operations at Bank America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1984 - Present
Skills
Securities, Asset Managment, Financial Services, Microsoft Office, Equities, Asset Management, Fixed Income
Education
Borough of Manhattan Community College
AAS, Business Administration
Merrill Lynch October 1984 - Present
Skills
Securities, Asset Managment, Financial Services, Microsoft Office, Equities, Asset Management, Fixed Income
Education
Borough of Manhattan Community College
AAS, Business Administration
Jack Ryan, Sr., Ph.D.,CPA, KCVO's Merrill Lynch Experience 1975 - 1979
Job Master of My Own Domain at Retired ... free at last!
Industry Government Relations
Experience
Retired ... free at last! 2008 - Present
United States Government 2002 - 2008
United States Government 2001 - 2002
United States Government 2000 - 2001
Central Intelligence Agency 1994 - 2000
Mitre Corporation 1990 - 1994
U.S. Naval Academy in Annapolis, Maryland 1984 - 1994
Center for Strategic and International Studies 1982 - 1984
Merrill Lynch 1975 - 1979
Education
Georgetown University 1979 — 1983
Ph.D., History
Boston College 1968 — 1972
Bachelor of Arts, Economics
Loyola High School 1964 — 1968
Liberal Arts
Retired ... free at last! 2008 - Present
United States Government 2002 - 2008
United States Government 2001 - 2002
United States Government 2000 - 2001
Central Intelligence Agency 1994 - 2000
Mitre Corporation 1990 - 1994
U.S. Naval Academy in Annapolis, Maryland 1984 - 1994
Center for Strategic and International Studies 1982 - 1984
Merrill Lynch 1975 - 1979
Education
Georgetown University 1979 — 1983
Ph.D., History
Boston College 1968 — 1972
Bachelor of Arts, Economics
Loyola High School 1964 — 1968
Liberal Arts
David W. Dobbins's Merrill Lynch Experience June 1999 - May 2005
Job Asst. Branch Manager at Labor Ready
Industry Staffing and Recruiting
Experience
Labor Ready January 2015 - Present
Self Employed January 2008 - May 2014
Huntington National Bank November 2006 - December 2007
Merrill Lynch June 1999 - May 2005
Fidelity Investments May 1993 - October 1998
Skills
Retirement Planning
Education
Boston College 1989 — 1992
Bachelor of Arts (B.A.), Political Science and Government
St. Peter's University 1987 — 1989
Business, Management, Marketing, and Related Support Services
New Rochelle High School
Labor Ready January 2015 - Present
Self Employed January 2008 - May 2014
Huntington National Bank November 2006 - December 2007
Merrill Lynch June 1999 - May 2005
Fidelity Investments May 1993 - October 1998
Skills
Retirement Planning
Education
Boston College 1989 — 1992
Bachelor of Arts (B.A.), Political Science and Government
St. Peter's University 1987 — 1989
Business, Management, Marketing, and Related Support Services
New Rochelle High School
Anne Gerrety's Merrill Lynch Experience March 2000 - October 2000
Job Human Resources Consultant at Independent
Industry Human Resources
Experience
Independent 2012 - Present
ENC Marketing and Communications, Inc 2010 - February 2012
ASI Government July 2003 - December 2009
Velocita October 2000 - December 2002
Merrill Lynch March 2000 - October 2000
First Union National Bank June 1993 - January 2000
Skills
Organizational..., Performance Management, Leading Organizational..., Human Resources, Coaching, Recruiting, Business Planning, Organizational..., Change Management, Performance Improvement, Strategic Planning, Process Improvement, Program Management, Management Consulting, Deferred Compensation, Policy, Project Management, Government, Employee Relations, Internal Communications, Leadership
Education
Boston College 1978 — 1982
B.A., Human Development
Stone Ridge
Independent 2012 - Present
ENC Marketing and Communications, Inc 2010 - February 2012
ASI Government July 2003 - December 2009
Velocita October 2000 - December 2002
Merrill Lynch March 2000 - October 2000
First Union National Bank June 1993 - January 2000
Skills
Organizational..., Performance Management, Leading Organizational..., Human Resources, Coaching, Recruiting, Business Planning, Organizational..., Change Management, Performance Improvement, Strategic Planning, Process Improvement, Program Management, Management Consulting, Deferred Compensation, Policy, Project Management, Government, Employee Relations, Internal Communications, Leadership
Education
Boston College 1978 — 1982
B.A., Human Development
Stone Ridge
Greta Tiffin's Merrill Lynch Experience May 1997 - May 2004
Job Administrative Assistant at Stanislaus Surgical Hospital
Industry Hospital & Health Care
Experience
Stanislaus Surgical Hospital June 2004 - Present
Merrill Lynch May 1997 - May 2004
AirTouch 1994 - 1996
Skills
Application..., Access, Microsoft Office, Time Management, Teamwork, Data Analysis, Research, Windows, Spreadsheets, Training, Policy
Education
Boston College 1979 — 1983
Bachelor of Arts, Computer Science
Stanislaus Surgical Hospital June 2004 - Present
Merrill Lynch May 1997 - May 2004
AirTouch 1994 - 1996
Skills
Application..., Access, Microsoft Office, Time Management, Teamwork, Data Analysis, Research, Windows, Spreadsheets, Training, Policy
Education
Boston College 1979 — 1983
Bachelor of Arts, Computer Science
Josephine Galante's Merrill Lynch Experience January 2006 - June 2012
Job Commission Rep. at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
Guardian Life Insurance September 2012 - May 2014
Merrill Lynch January 2006 - June 2012
Tradition-Asiel Securities January 2002 - January 2006
Andover Brokerage LLC January 2001 - January 2002
DMB&B January 2000 - January 2001
Skills
Highly proficient in..., Insurance, Financial Analysis, Outlook, Trading, Accounts Receivable, Internal Audit, General Ledger, Fixed Income, Microsoft Word, Access, Investments, Strategic Financial..., Microsoft Excel, Accounting, Equities, Customer Service, Financial Services, Accounts Payable, Bloomberg, Wealth Management, Management
Education
Borough of Manhattan Community College
Associate, Business Administration
Guardian Life Insurance September 2012 - May 2014
Merrill Lynch January 2006 - June 2012
Tradition-Asiel Securities January 2002 - January 2006
Andover Brokerage LLC January 2001 - January 2002
DMB&B January 2000 - January 2001
Skills
Highly proficient in..., Insurance, Financial Analysis, Outlook, Trading, Accounts Receivable, Internal Audit, General Ledger, Fixed Income, Microsoft Word, Access, Investments, Strategic Financial..., Microsoft Excel, Accounting, Equities, Customer Service, Financial Services, Accounts Payable, Bloomberg, Wealth Management, Management
Education
Borough of Manhattan Community College
Associate, Business Administration
Anne Chapin's Merrill Lynch Experience 2004 - 2008
Job Portfolio Manager at US Trust Bank of America
Industry Investment Management
Experience
US Trust - Bank of America 2008 - Present
Merrill Lynch 2004 - 2008
BankBoston 1997 - 2000
Fleet National Bank 1992 - 1997
RI Hospital Trust National Bank 1987 - 1992
Skills
Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Fixed Income, Risk Management, Microsoft Office, CFP, Wealth Management, Strategic Planning, Alternative Investments, Asset Allocation, Mutual Funds, Trading, Due Diligence, PowerPoint, Microsoft Word, Investment Strategies, Investment Advisory, Banking, Retirement Planning, Investment Management, Financial Markets, Certified Financial..., Finance, Credit
Education
Boston College
Master of Business Administration (MBA), Finance and Marketing
St. Lawrence University
Bachelor of Science (BS), Biology/ Environmental Studies
US Trust - Bank of America 2008 - Present
Merrill Lynch 2004 - 2008
BankBoston 1997 - 2000
Fleet National Bank 1992 - 1997
RI Hospital Trust National Bank 1987 - 1992
Skills
Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Fixed Income, Risk Management, Microsoft Office, CFP, Wealth Management, Strategic Planning, Alternative Investments, Asset Allocation, Mutual Funds, Trading, Due Diligence, PowerPoint, Microsoft Word, Investment Strategies, Investment Advisory, Banking, Retirement Planning, Investment Management, Financial Markets, Certified Financial..., Finance, Credit
Education
Boston College
Master of Business Administration (MBA), Finance and Marketing
St. Lawrence University
Bachelor of Science (BS), Biology/ Environmental Studies
Craig Vollono's Merrill Lynch Experience November 2002 - May 2007
Job Litigation Counsel at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group August 2007 - Present
Merrill Lynch November 2002 - May 2007
Skills
Arbitration, Securities Regulation, FINRA, Securities, Securities Litigation, Due Diligence, Series 63, Mediation, AML, Corporate Governance, Corporate Law, Mutual Funds, Series 7, Series 24, Litigation, Litigation Management, Legal Compliance, Financial Services
Education
Boston University School of Law 1999 — 2002
Doctor of Law (J.D.)
Boston College 1994 — 1999
Bachelor of Arts (B.A.)
AIG Advisor Group August 2007 - Present
Merrill Lynch November 2002 - May 2007
Skills
Arbitration, Securities Regulation, FINRA, Securities, Securities Litigation, Due Diligence, Series 63, Mediation, AML, Corporate Governance, Corporate Law, Mutual Funds, Series 7, Series 24, Litigation, Litigation Management, Legal Compliance, Financial Services
Education
Boston University School of Law 1999 — 2002
Doctor of Law (J.D.)
Boston College 1994 — 1999
Bachelor of Arts (B.A.)
bobbie kennedy's Merrill Lynch Experience 1984 - 1989
Job Bank Examiner (Compliance Specialist) at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency Bank Examiner
Office of Thrift Supervision 2009 - 2011
Office of Thrift Supervision 1994 - 2009
Office of Thrift Supervision 1991 - 1994
Merrill Lynch 1984 - 1989
Education
Boston College 1988 — 1990
Master of Business Administration (M.B.A.), Strategic and Operations Managenment
Lehigh University 1980 — 1984
Bachelor's Degree, Economics, International Business, History
Office of the Comptroller of the Currency Bank Examiner
Office of Thrift Supervision 2009 - 2011
Office of Thrift Supervision 1994 - 2009
Office of Thrift Supervision 1991 - 1994
Merrill Lynch 1984 - 1989
Education
Boston College 1988 — 1990
Master of Business Administration (M.B.A.), Strategic and Operations Managenment
Lehigh University 1980 — 1984
Bachelor's Degree, Economics, International Business, History
Charles Croney's Merrill Lynch Experience July 2002 - April 2008
Job
Industry Investment Banking
Experience
Lehman Brothers April 2008 - October 2008
Merrill Lynch July 2002 - April 2008
Goldman Sachs May 1994 - July 2002
Skills
Derivatives, English, Investment Banking, Microsoft Excel, Financial Modeling, Economics, Corporate Finance, Banking, Financial Analysis, Risk Management, Fixed Income, Capital Markets, Equities, Hedge Funds, Bloomberg, Financial Markets, Emerging Markets, Trading
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Mathematics
Lehman Brothers April 2008 - October 2008
Merrill Lynch July 2002 - April 2008
Goldman Sachs May 1994 - July 2002
Skills
Derivatives, English, Investment Banking, Microsoft Excel, Financial Modeling, Economics, Corporate Finance, Banking, Financial Analysis, Risk Management, Fixed Income, Capital Markets, Equities, Hedge Funds, Bloomberg, Financial Markets, Emerging Markets, Trading
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Mathematics
Alison Setterberg's Merrill Lynch Experience January 2007 - July 2008
Job VP Portfolio Analytics Metropolitan Real Estate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank