Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Darlene (Sullivan) Romano Darlene (Sullivan) Romano's Merrill Lynch Experience December 2000 - June 2008
Job Student at Academy of Art University
Industry Photography
Experience
Academy of Art University January 2009 - Present
Merrill Lynch December 2000 - June 2008
McDonald Investments May 1995 - December 2000
Skills
Microsoft Office, Social Media, Photoshop, Photography, Editing, Teamwork, Microsoft Word, Time Management, PowerPoint
Education
Academy of Art University 2009 — 2015
Master of Fine Arts (M.F.A.), Photography, Senior
Marion College 2002 — 2005
Bachelor of Science, Human Resources Management/Personnel Administration, General
Academy of Art University January 2009 - Present
Merrill Lynch December 2000 - June 2008
McDonald Investments May 1995 - December 2000
Skills
Microsoft Office, Social Media, Photoshop, Photography, Editing, Teamwork, Microsoft Word, Time Management, PowerPoint
Education
Academy of Art University 2009 — 2015
Master of Fine Arts (M.F.A.), Photography, Senior
Marion College 2002 — 2005
Bachelor of Science, Human Resources Management/Personnel Administration, General
Nicolas Sanchez Sousa Nicolas Sanchez Sousa's Merrill Lynch Experience January 2008 - June 2008
Job NA Midstream Business Development Manager at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton April 2015 - Present
BHP Billiton May 2013 - March 2015
BHP Billiton November 2011 - May 2013
BHP Billiton May 2011 - October 2011
BHP Billiton August 2010 - April 2011
BHP Billiton November 2008 - December 2010
Merrill Lynch January 2008 - June 2008
Skills
MS Project, Mining, SAP, Business Analysis, Base Metals, Management, Logistics, Analysis, Forecasting, Gas, Petroleum, Procurement, Process Engineering, Supply Chain, Contract Management, Business Strategy, Marketing, Energy, Project Management
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Adelphi University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
BHP Billiton April 2015 - Present
BHP Billiton May 2013 - March 2015
BHP Billiton November 2011 - May 2013
BHP Billiton May 2011 - October 2011
BHP Billiton August 2010 - April 2011
BHP Billiton November 2008 - December 2010
Merrill Lynch January 2008 - June 2008
Skills
MS Project, Mining, SAP, Business Analysis, Base Metals, Management, Logistics, Analysis, Forecasting, Gas, Petroleum, Procurement, Process Engineering, Supply Chain, Contract Management, Business Strategy, Marketing, Energy, Project Management
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Adelphi University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Mayra Newton Mayra Newton's Merrill Lynch Experience August 2000 - May 2003
Job Executive Assistant Investment Banking
Industry Banking
Experience
RS Investments November 2014 - March 2015
BBVA Ventures October 2013 - October 2014
Deutsche Bank Securities July 2010 - September 2012
Mercer December 2007 - February 2010
Lehman Brothers April 2004 - October 2007
Wells Fargo Securities May 2003 - April 2004
Merrill Lynch August 2000 - May 2003
Skills
Project Management, Legal Research, Litigation, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Access, Concur, Bloomberg, Travel Arrangements, Customer Service, Event Planning, Administrative..., Office Administration, Legal Writing, PeopleSoft, Spanish, Coordination, Teamwork, Legal Translation, Legal Compliance, Fashion Design, Architectural Drawings, Brazilian Portuguese, French, Notary Public, Software Documentation, Research, Strategy, Administrative..., Financial Analysis, Finance, Management
Education
Golden Gate University 2003 — 2012
Bachelor of Business Administration (BA MGMT), Arts in Management
University of San Francisco 1998 — 1999
Certificate, Paralegal Studies Program
Academy of Art University 1997 — 1998
Architectural Designing
RS Investments November 2014 - March 2015
BBVA Ventures October 2013 - October 2014
Deutsche Bank Securities July 2010 - September 2012
Mercer December 2007 - February 2010
Lehman Brothers April 2004 - October 2007
Wells Fargo Securities May 2003 - April 2004
Merrill Lynch August 2000 - May 2003
Skills
Project Management, Legal Research, Litigation, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Access, Concur, Bloomberg, Travel Arrangements, Customer Service, Event Planning, Administrative..., Office Administration, Legal Writing, PeopleSoft, Spanish, Coordination, Teamwork, Legal Translation, Legal Compliance, Fashion Design, Architectural Drawings, Brazilian Portuguese, French, Notary Public, Software Documentation, Research, Strategy, Administrative..., Financial Analysis, Finance, Management
Education
Golden Gate University 2003 — 2012
Bachelor of Business Administration (BA MGMT), Arts in Management
University of San Francisco 1998 — 1999
Certificate, Paralegal Studies Program
Academy of Art University 1997 — 1998
Architectural Designing
William Amestoy William Amestoy's Merrill Lynch Experience November 2007 - February 2010
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2011 - Present
Morgan Stanley February 2010 - June 2011
Merrill Lynch November 2007 - February 2010
JPMorgan Chase April 2002 - October 2007
Skills
Series 7, Series 66, Life, Health, Variable Products, OR, WA, CA, CA Ins. ID No.: 0I79979
Education
Oregon State University 1994 — 1999
Bachelor's degree, Business Administration - Finance; Psychology
Handelshøjskolen i Århus 1998 — 1998
International Business
West Linn
High School
Thrivent Financial November 2011 - Present
Morgan Stanley February 2010 - June 2011
Merrill Lynch November 2007 - February 2010
JPMorgan Chase April 2002 - October 2007
Skills
Series 7, Series 66, Life, Health, Variable Products, OR, WA, CA, CA Ins. ID No.: 0I79979
Education
Oregon State University 1994 — 1999
Bachelor's degree, Business Administration - Finance; Psychology
Handelshøjskolen i Århus 1998 — 1998
International Business
West Linn
High School
Jennifer Pitts, M. ED. Jennifer Pitts, M. ED.'s Merrill Lynch Experience May 2012 - June 2013
Job ORIGO Resource Advisor North Texas
Industry Primary/Secondary Education
Experience
ORIGO Education February 2015 - Present
Ambiance Dream Homes July 2014 - Present
C3 Staffing Solutions,LLC June 2014 - Present
International Leadership of Texas August 2014 - January 2015
Northwest ISD August 2013 - August 2014
getaroom.com May 2013 - December 2013
Merrill Lynch May 2012 - June 2013
WildTree January 2011 - April 2013
SmartZone Tutoring Center August 2011 - January 2012
Belton ISD October 2010 - May 2011
Skills
Teaching, Curriculum Design, Public Speaking, Tutoring, Leadership Development, Classroom Management, Customer Service, Interpersonal..., Coaching, PowerPoint, Fundraising, Educational Leadership, Instructional Technology, Microsoft Word, Conflict Resolution, Time Management, Small Business, Marketing, Microsoft Excel, Leadership, Microsoft Office, Entrepreneurship, Access, Event Planning, Nonprofits, Training
Education
Abilene Christian University 2010 — 2012
Master's degree, Curriculum and Instruction, 3.9
Southwest Texas State University 1996 — 1999
Bachelor's degree, Education
Texas A&M University 1993 — 1996
Elementary Education and Teaching
ORIGO Education February 2015 - Present
Ambiance Dream Homes July 2014 - Present
C3 Staffing Solutions,LLC June 2014 - Present
International Leadership of Texas August 2014 - January 2015
Northwest ISD August 2013 - August 2014
getaroom.com May 2013 - December 2013
Merrill Lynch May 2012 - June 2013
WildTree January 2011 - April 2013
SmartZone Tutoring Center August 2011 - January 2012
Belton ISD October 2010 - May 2011
Skills
Teaching, Curriculum Design, Public Speaking, Tutoring, Leadership Development, Classroom Management, Customer Service, Interpersonal..., Coaching, PowerPoint, Fundraising, Educational Leadership, Instructional Technology, Microsoft Word, Conflict Resolution, Time Management, Small Business, Marketing, Microsoft Excel, Leadership, Microsoft Office, Entrepreneurship, Access, Event Planning, Nonprofits, Training
Education
Abilene Christian University 2010 — 2012
Master's degree, Curriculum and Instruction, 3.9
Southwest Texas State University 1996 — 1999
Bachelor's degree, Education
Texas A&M University 1993 — 1996
Elementary Education and Teaching
long pan long pan's Merrill Lynch Experience September 2012 - December 2012
Job Student at Adelphi University
Industry Investment Management
Experience
Whitestone Associates LLC 2012 - 2013
Merrill Lynch September 2012 - December 2012
Education
Adelphi University 2011 — 2012
Whitestone Associates LLC 2012 - 2013
Merrill Lynch September 2012 - December 2012
Education
Adelphi University 2011 — 2012
Erik Vicars Erik Vicars's Merrill Lynch Experience January 2002 - February 2002
Job Client Services Manager at Yodle
Industry Marketing and Advertising
Experience
Yodle April 2014 - Present
Yodle June 2013 - April 2014
Altared Weddings April 2012 - February 2014
BuildCo January 2012 - June 2013
eProoft May 2005 - December 2011
Log Homes of Texas March 2004 - March 2005
Interline Vacations (PERX.com) May 2002 - July 2004
Merrill Lynch January 2002 - February 2002
Skills
SaaS, New Business Development, Business Intelligence, Brand Management, Management, Product Management, Strategy, Internet Marketing, Photography, Leadership, Sales, Business Development, Online Marketing, Marketing Strategy, Salesforce.com, Social Media
Education
Abilene Christian University 1996 — 2001
BS, Electronic Media, Business
Yodle April 2014 - Present
Yodle June 2013 - April 2014
Altared Weddings April 2012 - February 2014
BuildCo January 2012 - June 2013
eProoft May 2005 - December 2011
Log Homes of Texas March 2004 - March 2005
Interline Vacations (PERX.com) May 2002 - July 2004
Merrill Lynch January 2002 - February 2002
Skills
SaaS, New Business Development, Business Intelligence, Brand Management, Management, Product Management, Strategy, Internet Marketing, Photography, Leadership, Sales, Business Development, Online Marketing, Marketing Strategy, Salesforce.com, Social Media
Education
Abilene Christian University 1996 — 2001
BS, Electronic Media, Business
carolyn pozzi carolyn pozzi's Merrill Lynch Experience October 2003 - November 2014
Job CFPVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2003 - November 2014
Wachovia May 1995 - January 2002
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Equities, Retirement Planning, Retirement Coaching, Strategic Planning, Life and health, Annutuies, Financial and strategic..., Sales Management, Business Strategy, Negotiation, Marketing Strategy, Forecasting
Education
Adelphi University
Certified Financial Planner, CFP
Flagler College
Bachelor's degree, Finance, General
Merrill Lynch October 2003 - November 2014
Wachovia May 1995 - January 2002
Skills
Series 7, Investments, Portfolio Management, Wealth Management, Equities, Retirement Planning, Retirement Coaching, Strategic Planning, Life and health, Annutuies, Financial and strategic..., Sales Management, Business Strategy, Negotiation, Marketing Strategy, Forecasting
Education
Adelphi University
Certified Financial Planner, CFP
Flagler College
Bachelor's degree, Finance, General
Pat Ingrassia CFP® Pat Ingrassia CFP®'s Merrill Lynch Experience April 1990 - August 1997
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 1997 - Present
Merrill Lynch April 1990 - August 1997
Skills
Retirement Planning, Estate Planning, Uniform Combined State..., Series 7, College Education..., Financial Advisory, Finance, Asset Allocation, Mutual Funds, Series 65, Financial Planning, Investment Advisory, Retirement
Education
Long Island University, C.W. Post Campus 1980 — 1985
Master of Business Administration (MBA), Finance, General
Adelphi University 1975 — 1979
Bachelor of Business Administration (BBA), Finance
RJO
Wells Fargo Advisors August 1997 - Present
Merrill Lynch April 1990 - August 1997
Skills
Retirement Planning, Estate Planning, Uniform Combined State..., Series 7, College Education..., Financial Advisory, Finance, Asset Allocation, Mutual Funds, Series 65, Financial Planning, Investment Advisory, Retirement
Education
Long Island University, C.W. Post Campus 1980 — 1985
Master of Business Administration (MBA), Finance, General
Adelphi University 1975 — 1979
Bachelor of Business Administration (BBA), Finance
RJO
Chris Kiefel's Merrill Lynch Experience April 2011 - Present
Job VP, Wealth Management Banker at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2011 - Present
Astoria Federal Savings October 2010 - April 2011
Astoria Federal Savings August 2009 - October 2010
Oppenheimer & Co April 2007 - August 2009
Skills
Bloomberg, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Synergies, Banking, Portfolio Management, Finance, Leadership, Strategic Planning, Credit Analysis, Credit, Series 7, Series 63, Investments, Strategic Financial..., Loans, Financial Analysis, Mutual Funds, Management
Education
Adelphi University 2010 — 2011
MBA, Finance
Adelphi University 2003 — 2007
BBA, Business Management
Merrill Lynch April 2011 - Present
Astoria Federal Savings October 2010 - April 2011
Astoria Federal Savings August 2009 - October 2010
Oppenheimer & Co April 2007 - August 2009
Skills
Bloomberg, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Synergies, Banking, Portfolio Management, Finance, Leadership, Strategic Planning, Credit Analysis, Credit, Series 7, Series 63, Investments, Strategic Financial..., Loans, Financial Analysis, Mutual Funds, Management
Education
Adelphi University 2010 — 2011
MBA, Finance
Adelphi University 2003 — 2007
BBA, Business Management
Froilan Casimir Froilan Casimir's Merrill Lynch Experience August 2011 - December 2011
Job Investment Banking, Mergers & Acquisitions, Strategic Advisory, CFA Candidate
Industry Investment Banking
Experience
Long Island Business Institute July 2014 - Present
Whitestone Associates LLC December 2012 - Present
Whitestone Associates LLC January 2012 - December 2012
QSAC February 2007 - June 2012
Merrill Lynch August 2011 - December 2011
Skills
Bloomberg Terminal, Options Strategies, Trading, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, Mergers & Acquisitions, Valuation, Financial Markets, Due Diligence, Finance, Series 7, Equity Research, Entrepreneurship, Private Equity, Mutual Funds, Business Development, Bloomberg, Equities
Education
Adelphi University
Master of Business Administration (MBA), Finance
SUNY College at Old Westbury
Bachelor of Arts (B.A.), Psychology
Wagner College
Psychology
Long Island Business Institute July 2014 - Present
Whitestone Associates LLC December 2012 - Present
Whitestone Associates LLC January 2012 - December 2012
QSAC February 2007 - June 2012
Merrill Lynch August 2011 - December 2011
Skills
Bloomberg Terminal, Options Strategies, Trading, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, Mergers & Acquisitions, Valuation, Financial Markets, Due Diligence, Finance, Series 7, Equity Research, Entrepreneurship, Private Equity, Mutual Funds, Business Development, Bloomberg, Equities
Education
Adelphi University
Master of Business Administration (MBA), Finance
SUNY College at Old Westbury
Bachelor of Arts (B.A.), Psychology
Wagner College
Psychology
Raghu Kommalapati Raghu Kommalapati's Merrill Lynch Experience August 2007 - April 2012
Job Senior Software Developer at IMS Health
Industry Information Services
Experience
IMS Health May 2012 - Present
Merrill Lynch August 2007 - April 2012
Skills
C# 4.0, ASP.NET MVC, ASP.NET, SSRS, jQuery, JSON, JavaScript, Oracle, Microsoft SQL Server, Solr, MongoDB, RESTful WebServices, SOAP Web services, Windows Services, HTML, CSS, Firebug, JIRA, Pivotal Tracker, Visual Studio, Windows Server, Lynx, Sandcastle, Tortoise SVN, Toad, PL/SQL, T-SQL Stored Procedures, SOAP
Education
Shivaji University 1998 — 2001
Master of Computer Applications (MCA), Computer Science
Nagarjuna University 1995 — 1998
Bachelor of Science (BSc), Electrical and Electronics Engineering
IMS Health May 2012 - Present
Merrill Lynch August 2007 - April 2012
Skills
C# 4.0, ASP.NET MVC, ASP.NET, SSRS, jQuery, JSON, JavaScript, Oracle, Microsoft SQL Server, Solr, MongoDB, RESTful WebServices, SOAP Web services, Windows Services, HTML, CSS, Firebug, JIRA, Pivotal Tracker, Visual Studio, Windows Server, Lynx, Sandcastle, Tortoise SVN, Toad, PL/SQL, T-SQL Stored Procedures, SOAP
Education
Shivaji University 1998 — 2001
Master of Computer Applications (MCA), Computer Science
Nagarjuna University 1995 — 1998
Bachelor of Science (BSc), Electrical and Electronics Engineering
Christopher Connolly ( ca.connolly@verizon.net ) Christopher Connolly ( ca.connolly@verizon.net )'s Merrill Lynch Experience November 1991 - August 1999
Job Senior Cost Manager at Related Companies
Industry Financial Services
Experience
Related Companies March 2015 - Present
Louis Berger May 2011 - March 2015
The Louis Berger Group July 2010 - March 2015
URS Corporation December 2008 - July 2010
Goldman Sachs July 2007 - December 2008
Lehman Brothers March 2000 - July 2007
Merrill Lynch November 1991 - August 1999
Skills
Vendor Management, Risk Management, Microsoft Excel, Management, General Ledger, Primavera Contract..., Microsoft Access, Data Management, Report Design, Report Development
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Nassau Community College 1987 — 1990
Finance
Adelphi University 1984 — 1985
Communications
Related Companies March 2015 - Present
Louis Berger May 2011 - March 2015
The Louis Berger Group July 2010 - March 2015
URS Corporation December 2008 - July 2010
Goldman Sachs July 2007 - December 2008
Lehman Brothers March 2000 - July 2007
Merrill Lynch November 1991 - August 1999
Skills
Vendor Management, Risk Management, Microsoft Excel, Management, General Ledger, Primavera Contract..., Microsoft Access, Data Management, Report Design, Report Development
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Nassau Community College 1987 — 1990
Finance
Adelphi University 1984 — 1985
Communications
Edward Kauffman Edward Kauffman's Merrill Lynch Experience March 1999 - September 1999
Job Realtor at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. May 2014 - Present
W Hotels August 2011 - Present
Marriott International June 2005 - January 2014
Health Net September 2000 - June 2004
Merrill Lynch March 1999 - September 1999
Farmers Insurance June 1997 - January 1999
Skills
Budgets, Sales, Account Management, Customer Service, Marketing Strategy, Networking, Hospitality, Microsoft Office, Finance, Proposal Writing, Outsourcing, Accounting
Education
Academy of Art University 2005 — 2007
BFA, Interior Architecture and Design
University of California, Irvine 1995 — 1998
Bachelor's Degree, Environmental Analysis and Design
Keller Williams Realty, Inc. May 2014 - Present
W Hotels August 2011 - Present
Marriott International June 2005 - January 2014
Health Net September 2000 - June 2004
Merrill Lynch March 1999 - September 1999
Farmers Insurance June 1997 - January 1999
Skills
Budgets, Sales, Account Management, Customer Service, Marketing Strategy, Networking, Hospitality, Microsoft Office, Finance, Proposal Writing, Outsourcing, Accounting
Education
Academy of Art University 2005 — 2007
BFA, Interior Architecture and Design
University of California, Irvine 1995 — 1998
Bachelor's Degree, Environmental Analysis and Design
Nicole Paulson Holden Nicole Paulson Holden's Merrill Lynch Experience 2002 - 2004
Job Owner/Photographer at Nicole Paulson Photography
Industry Photography
Experience
Nicole Paulson Photography May 2009 - Present
Countrywide Commercial Real Estate Finance 2004 - 2008
Merrill Lynch 2002 - 2004
Skills
photographer, Photography, Marketing, Social Media Marketing, Event Planning, Family Photography, Nonprofits, Time Management, Photoshop, Microsoft Office, Graphic Design, Social Media, Adobe Creative Suite, Digital Photography, Advertising, Customer Service, Social Networking, Portrait Photography, Fundraising, Public Speaking, Event Management, Marketing Strategy, Public Relations, Research
Education
Academy of Art University
Master of Arts (M.A.), Photography
University of Southern California 2000 — 2003
BS, Real Estate & Business
Monte Vista High School 1995 — 1999
Nicole Paulson Photography May 2009 - Present
Countrywide Commercial Real Estate Finance 2004 - 2008
Merrill Lynch 2002 - 2004
Skills
photographer, Photography, Marketing, Social Media Marketing, Event Planning, Family Photography, Nonprofits, Time Management, Photoshop, Microsoft Office, Graphic Design, Social Media, Adobe Creative Suite, Digital Photography, Advertising, Customer Service, Social Networking, Portrait Photography, Fundraising, Public Speaking, Event Management, Marketing Strategy, Public Relations, Research
Education
Academy of Art University
Master of Arts (M.A.), Photography
University of Southern California 2000 — 2003
BS, Real Estate & Business
Monte Vista High School 1995 — 1999
Jody Bowers Jody Bowers's Merrill Lynch Experience January 2005 - July 2006
Job Investment Manager & Financial Consultant
Industry Financial Services
Experience
Unified Wealth Management LLC June 2007 - Present
Merrill Lynch January 2005 - July 2006
Skills
Finance
Education
Texas Tech University 2002 — 2004
Master of Science (MS), Finance, General
Texas State University-San Marcos 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Abilene Christian University 1985 — 1990
Bachelor of Science (BS), Foods, Nutrition, and Related Services
Unified Wealth Management LLC June 2007 - Present
Merrill Lynch January 2005 - July 2006
Skills
Finance
Education
Texas Tech University 2002 — 2004
Master of Science (MS), Finance, General
Texas State University-San Marcos 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Abilene Christian University 1985 — 1990
Bachelor of Science (BS), Foods, Nutrition, and Related Services
Josephine Paige's Merrill Lynch Experience 1997 - 1998
Job Principal & Executive Director of Kids Can Be Organized Too!, LLC. Founder of PinchHitter Professional Organizer LLC.
Industry Professional Training & Coaching
Experience
Kids Can Be Organized Too!, LLC. July 2014 - Present
Pinch-Hitter Professional Organizer & Personal Assistants, LLC. May 2002 - Present
Prudential Financial 2000 - 2001
Deutsche Bank 1998 - 2000
Prudential Financial 1998 - 1999
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1997
MetLife 1994 - 1995
Bankers Trust 1992 - 1994
American Express 1986 - 1992
Skills
Professional Organizing, Coaching, Budgets, Time Management, Public Speaking, Strategic Planning, Entrepreneurship, Small Business, Sales, Leadership
Education
New Jersey City University 2010 — 2016
Accounting
Adelphi University 1980 — 1980
Certificate Corporate Paralegal, Law
City University of New York City College 1973 — 1979
B.A.
Kids Can Be Organized Too!, LLC. July 2014 - Present
Pinch-Hitter Professional Organizer & Personal Assistants, LLC. May 2002 - Present
Prudential Financial 2000 - 2001
Deutsche Bank 1998 - 2000
Prudential Financial 1998 - 1999
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1997
MetLife 1994 - 1995
Bankers Trust 1992 - 1994
American Express 1986 - 1992
Skills
Professional Organizing, Coaching, Budgets, Time Management, Public Speaking, Strategic Planning, Entrepreneurship, Small Business, Sales, Leadership
Education
New Jersey City University 2010 — 2016
Accounting
Adelphi University 1980 — 1980
Certificate Corporate Paralegal, Law
City University of New York City College 1973 — 1979
B.A.
G. Chris Rathbun G. Chris Rathbun's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch September 2009 - September 2014
Morgan Stanley Smith Barney 2004 - 2009
Eli Lilly and Company 1973 - 2002
Skills
Interpersonal Skill, Computers, Accounting, Creativity, Web Services, Microsoft Excel, Microsoft Word, PowerPoint, Enthusiasm to learn, Fun, Information Technology, Financial Analysis, Leadership, Finance, Investments
Education
Adelphi University 1975 — 1978
Master of Business Administration (M.B.A.), Business Administration and Management, General
Iona College 1960 — 1964
Bachelor of Business Administration (B.B.A.), Accounting
Merrill Lynch September 2014 - Present
Merrill Lynch September 2009 - September 2014
Morgan Stanley Smith Barney 2004 - 2009
Eli Lilly and Company 1973 - 2002
Skills
Interpersonal Skill, Computers, Accounting, Creativity, Web Services, Microsoft Excel, Microsoft Word, PowerPoint, Enthusiasm to learn, Fun, Information Technology, Financial Analysis, Leadership, Finance, Investments
Education
Adelphi University 1975 — 1978
Master of Business Administration (M.B.A.), Business Administration and Management, General
Iona College 1960 — 1964
Bachelor of Business Administration (B.B.A.), Accounting
Marina Migineishvili Marina Migineishvili's Merrill Lynch Experience July 2013 - Present
Job Vice President, F&O and OTC Clearing at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
JPMorgan Chase June 2011 - July 2013
JP Morgan Chase October 2008 - June 2011
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Securities, Trading Systems, Investment Banking, Options, Banking, Electronic Trading, Series 7, Financial Modeling, Financial Analysis, Risk Management, Financial Services, Financial Markets, FX Options, Commodity
Education
Adelphi University 2004 — 2008
BS, Finance
Merrill Lynch July 2013 - Present
JPMorgan Chase June 2011 - July 2013
JP Morgan Chase October 2008 - June 2011
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Securities, Trading Systems, Investment Banking, Options, Banking, Electronic Trading, Series 7, Financial Modeling, Financial Analysis, Risk Management, Financial Services, Financial Markets, FX Options, Commodity
Education
Adelphi University 2004 — 2008
BS, Finance
Nickolette Hull Nickolette Hull's Merrill Lynch Experience 1996 - 1998
Job Benefits Consultant
Industry Insurance
Experience
Aflac May 2011 - Present
MetLife 2009 - 2010
H.T. Consulting 2001 - 2007
Ciotti, Damm & Kilgannon, LLP January 2002 - September 2006
Leeds, Morrelli & Brown January 2003 - May 2003
Cablevision 1998 - 2001
Association for the Help of Retarded Children June 1996 - September 1998
Merrill Lynch 1996 - 1998
SmithKline Beecham 1986 - 1994
Skills
PowerPoint, Outlook, Photoshop, HTML
Education
Adelphi University 2007 — 2009
Bachelor of Science (BS), Natural Sciences
Hofstra University 2007 — 2009
Legal Studies, Honors
Weber State University 1981 — 1984
Bachelor's degree, Microbiology, General
Aflac May 2011 - Present
MetLife 2009 - 2010
H.T. Consulting 2001 - 2007
Ciotti, Damm & Kilgannon, LLP January 2002 - September 2006
Leeds, Morrelli & Brown January 2003 - May 2003
Cablevision 1998 - 2001
Association for the Help of Retarded Children June 1996 - September 1998
Merrill Lynch 1996 - 1998
SmithKline Beecham 1986 - 1994
Skills
PowerPoint, Outlook, Photoshop, HTML
Education
Adelphi University 2007 — 2009
Bachelor of Science (BS), Natural Sciences
Hofstra University 2007 — 2009
Legal Studies, Honors
Weber State University 1981 — 1984
Bachelor's degree, Microbiology, General
Debra Glegg Debra Glegg's Merrill Lynch Experience January 2003 - December 2005
Job Financial Services: Client Sales & Relationship Manager
Industry Banking
Experience
Carmichael Consulting 2007 - 2008
Hester Capital Management at PlainsCapital Bank March 2005 - December 2006
Merrill Lynch January 2003 - December 2005
JPMorgan Chase January 1990 - December 2002
Bank of America May 1979 - December 1989
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building
Education
The University of Texas at Arlington 1974 — 1983
Bachelor of Science (B.S.), Accounting and Economics
Abilene Christian University 1975 — 1976
Accounting
Carmichael Consulting 2007 - 2008
Hester Capital Management at PlainsCapital Bank March 2005 - December 2006
Merrill Lynch January 2003 - December 2005
JPMorgan Chase January 1990 - December 2002
Bank of America May 1979 - December 1989
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building
Education
The University of Texas at Arlington 1974 — 1983
Bachelor of Science (B.S.), Accounting and Economics
Abilene Christian University 1975 — 1976
Accounting
George Wehmann, MBA George Wehmann, MBA's Merrill Lynch Experience March 1983 - November 1984
Job Business Owner, Marketing Executive, Television Producer, Instructional Content Developer in Video Format
Industry Marketing and Advertising
Experience
Direct Marketing Resources Group, LearningViaVideo 1991 - Present
IBM May 1995 - September 2000
FG*I (ad agency) - sold off, out of business January 1989 - December 1989
Rockette, Burkhead & Lewis - out of business August 1988 - December 1988
3M Media Networks, now part of Time Inc. November 1986 - August 1988
Krupp Taylor New York November 1984 - November 1986
Merrill Lynch March 1983 - November 1984
CIT Financial Corp, Home Equity Marketing February 1982 - March 1983
American Express October 1979 - July 1982
American Management Association March 1978 - October 1979
Skills
Broadcast Television..., Customer Relationship..., Direct Marketing Testing, Email Marketing, Marketing Coaching, Marketing Consulting, Marketing Training, Offer Development &..., Project Leadership, Project Management, Public Speaking, Results Management, Product Development, Marketing, Direct Marketing, Strategic Partnerships, Management, Reputation Marketing, Video Editing, Video Production, Online Video..., Amazon S3, Adobe Premiere Pro, Financial Services..., Credit Card Marketing, Publishing Marketing, Trade Association..., Social Media Marketing, Instructor-led Training, Digital Video, Web Video, DVD authoring, Instructional Design, Instructional Videos, Camtasia, Website Development, WordPress, Public Access Television, Video FAQs, White Papers, Amazon Kindle, Job Search Coach, Job Search Strategies, Video Resumes, SEO, Social Media, Training, Web Design, Nonprofits
Education
Adelphi University
MBA, Concentration, International Direct Marketing
Thunderbird School of Global Management
M.I.M. Master of International Management (now called "MBA"), Masters degree including Global Business, Trans-cultural studies, Fluency training (Spanish)., 1 of 8 non-business majors admitted in class of 330.
Ohio University
BA Literature, Literature
Direct Marketing Resources Group, LearningViaVideo 1991 - Present
IBM May 1995 - September 2000
FG*I (ad agency) - sold off, out of business January 1989 - December 1989
Rockette, Burkhead & Lewis - out of business August 1988 - December 1988
3M Media Networks, now part of Time Inc. November 1986 - August 1988
Krupp Taylor New York November 1984 - November 1986
Merrill Lynch March 1983 - November 1984
CIT Financial Corp, Home Equity Marketing February 1982 - March 1983
American Express October 1979 - July 1982
American Management Association March 1978 - October 1979
Skills
Broadcast Television..., Customer Relationship..., Direct Marketing Testing, Email Marketing, Marketing Coaching, Marketing Consulting, Marketing Training, Offer Development &..., Project Leadership, Project Management, Public Speaking, Results Management, Product Development, Marketing, Direct Marketing, Strategic Partnerships, Management, Reputation Marketing, Video Editing, Video Production, Online Video..., Amazon S3, Adobe Premiere Pro, Financial Services..., Credit Card Marketing, Publishing Marketing, Trade Association..., Social Media Marketing, Instructor-led Training, Digital Video, Web Video, DVD authoring, Instructional Design, Instructional Videos, Camtasia, Website Development, WordPress, Public Access Television, Video FAQs, White Papers, Amazon Kindle, Job Search Coach, Job Search Strategies, Video Resumes, SEO, Social Media, Training, Web Design, Nonprofits
Education
Adelphi University
MBA, Concentration, International Direct Marketing
Thunderbird School of Global Management
M.I.M. Master of International Management (now called "MBA"), Masters degree including Global Business, Trans-cultural studies, Fluency training (Spanish)., 1 of 8 non-business majors admitted in class of 330.
Ohio University
BA Literature, Literature
Jim Witter Jim Witter's Merrill Lynch Experience April 2006 - February 2008
Job Branch Manager at Gateway Investments, LLC
Industry Financial Services
Experience
Gateway Investments, LLC February 2008 - Present
Merrill Lynch April 2006 - February 2008
Advest Securities June 2003 - March 2006
Education
University of Dayton 1971 — 1975
BA, Communications; Journalism
New York University 1988 — 1989
Information Technology Project Management
Adelphi University 1983 — 1986
Master of Science (MSc), Banking and Money Management
University of Maryland University College 1977 — 1979
BSc, Finance, General
St Anthony's High School 1967 — 1971
Gateway Investments, LLC February 2008 - Present
Merrill Lynch April 2006 - February 2008
Advest Securities June 2003 - March 2006
Education
University of Dayton 1971 — 1975
BA, Communications; Journalism
New York University 1988 — 1989
Information Technology Project Management
Adelphi University 1983 — 1986
Master of Science (MSc), Banking and Money Management
University of Maryland University College 1977 — 1979
BSc, Finance, General
St Anthony's High School 1967 — 1971
Ajanna Matthews Ajanna Matthews's Merrill Lynch Experience September 2006 - December 2009
Job Program Officer
Industry Education Management
Experience
Early Steps September 2014 - Present
Columbia University February 2013 - May 2013
Barclays Capital December 2009 - January 2013
Merrill Lynch September 2006 - December 2009
Merrill Lynch May 2006 - August 2006
Commerce Bank May 2005 - May 2006
Skills
Banking, Collateral Management, Hedge Funds, Derivatives, Fixed Income, Investment Banking, Account Reconciliation, Securities, Credit, Financial Analysis, Management, Bloomberg, Portfolio Management, Analysis, Series 7, Equities, Finance, Loans, FX Options, Capital Markets, Bonds
Education
Adelphi University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Adelphi University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Early Steps September 2014 - Present
Columbia University February 2013 - May 2013
Barclays Capital December 2009 - January 2013
Merrill Lynch September 2006 - December 2009
Merrill Lynch May 2006 - August 2006
Commerce Bank May 2005 - May 2006
Skills
Banking, Collateral Management, Hedge Funds, Derivatives, Fixed Income, Investment Banking, Account Reconciliation, Securities, Credit, Financial Analysis, Management, Bloomberg, Portfolio Management, Analysis, Series 7, Equities, Finance, Loans, FX Options, Capital Markets, Bonds
Education
Adelphi University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Adelphi University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Zimits Michael Zimits's Merrill Lynch Experience January 2006 - October 2010
Job Managing Partner at Capital Markets Advisors LLC
Industry Financial Services
Experience
Capital Markets Advisors LLC February 2012 - Present
Citi October 2010 - October 2011
Merrill Lynch January 2006 - October 2010
GlobeOp Financial Services 2000 - 2005
Skills
Series 7, Series 63, Series 24, Derivatives, Prime Brokerage, Capital Markets, Fixed Income, Middle Office, Collateral Management, FX Options, Financial Services, Equities, Risk Management, Foreign Exchange, Asset Management, Credit Derivatives, Equity Derivatives, Securities, Banking, Dodd-Frank, Hedge Funds, Bonds, Options, Swaps
Education
Adelphi University 1980 — 1985
Bachelor of Science (BS), Accounting
Chaminade High School 1976 — 1980
Capital Markets Advisors LLC February 2012 - Present
Citi October 2010 - October 2011
Merrill Lynch January 2006 - October 2010
GlobeOp Financial Services 2000 - 2005
Skills
Series 7, Series 63, Series 24, Derivatives, Prime Brokerage, Capital Markets, Fixed Income, Middle Office, Collateral Management, FX Options, Financial Services, Equities, Risk Management, Foreign Exchange, Asset Management, Credit Derivatives, Equity Derivatives, Securities, Banking, Dodd-Frank, Hedge Funds, Bonds, Options, Swaps
Education
Adelphi University 1980 — 1985
Bachelor of Science (BS), Accounting
Chaminade High School 1976 — 1980
Frank Quatela's Merrill Lynch Experience December 2004 - July 2006
Job Windows Engineer / Project Manager (Independent Contractor) at Liquid Holdings Group, Inc.
Industry Information Technology and Services
Experience
Liquid Holdings Group, Inc. July 2013 - Present
RBS Greenwich Capital August 2012 - May 2013
RedcatsUSA March 2010 - August 2012
Thomson Reuters August 2009 - March 2010
Con Edison May 2009 - August 2009
DOITT (Department of Information Technology and Telecommunication) July 2007 - January 2009
UBS Investment Bank July 2006 - July 2007
Merrill Lynch December 2004 - July 2006
J.P. Morgan July 2004 - December 2004
Alliance Capital Management April 2004 - July 2004
Skills
Servers, Active Directory, Windows Server, Disaster Recovery, VMware, Troubleshooting, Microsoft Certified..., Windows 7, SQL, Data Center, Technical Support, Windows Server 2008, TCP/IP, Unix, Vendor Management, Windows Server 2003
Education
Adelphi University
Masters, MBA (Masters of Business Administration)
New York Institute of Technology
Bachelors, Computer Science
Liquid Holdings Group, Inc. July 2013 - Present
RBS Greenwich Capital August 2012 - May 2013
RedcatsUSA March 2010 - August 2012
Thomson Reuters August 2009 - March 2010
Con Edison May 2009 - August 2009
DOITT (Department of Information Technology and Telecommunication) July 2007 - January 2009
UBS Investment Bank July 2006 - July 2007
Merrill Lynch December 2004 - July 2006
J.P. Morgan July 2004 - December 2004
Alliance Capital Management April 2004 - July 2004
Skills
Servers, Active Directory, Windows Server, Disaster Recovery, VMware, Troubleshooting, Microsoft Certified..., Windows 7, SQL, Data Center, Technical Support, Windows Server 2008, TCP/IP, Unix, Vendor Management, Windows Server 2003
Education
Adelphi University
Masters, MBA (Masters of Business Administration)
New York Institute of Technology
Bachelors, Computer Science
Srinivas Thutika Srinivas Thutika's Merrill Lynch Experience April 2005 - June 2006
Job System Engineer at Union Pacific Railroad
Industry Information Technology and Services
Experience
Union Pacific Railroad July 2014 - Present
Union Pacific Railroad January 2012 - June 2014
ProKarma March 2007 - December 2011
MasterCard June 2006 - March 2007
Merrill Lynch April 2005 - June 2006
Satyam Computer services Limited April 2003 - April 2005
HCL Technologies September 2001 - April 2003
Clarixon Technologies April 2000 - September 2001
Skills
J2EE Application..., Java, WEB SER, BusinessWorks, Wicket, Spring, JMS, JDBC, Agile Methodologies, TIBCO, Java Enterprise Edition, Struts, Enterprise Architecture, SOA
Education
Sri Venkateswara University 2005 — 2008
Master of Computer Applications (M.C.A.), Computers
vrips, Nellore, Andhrapradesh 2005 — 2008
Master of Computer Applications (M.C.A.), computers
Acharya Nagarjuna Vishwavidhyalayamu 2002 — 2005
Bachelor of Science (BSc), Electronics
Union Pacific Railroad July 2014 - Present
Union Pacific Railroad January 2012 - June 2014
ProKarma March 2007 - December 2011
MasterCard June 2006 - March 2007
Merrill Lynch April 2005 - June 2006
Satyam Computer services Limited April 2003 - April 2005
HCL Technologies September 2001 - April 2003
Clarixon Technologies April 2000 - September 2001
Skills
J2EE Application..., Java, WEB SER, BusinessWorks, Wicket, Spring, JMS, JDBC, Agile Methodologies, TIBCO, Java Enterprise Edition, Struts, Enterprise Architecture, SOA
Education
Sri Venkateswara University 2005 — 2008
Master of Computer Applications (M.C.A.), Computers
vrips, Nellore, Andhrapradesh 2005 — 2008
Master of Computer Applications (M.C.A.), computers
Acharya Nagarjuna Vishwavidhyalayamu 2002 — 2005
Bachelor of Science (BSc), Electronics
Bryan Joiner Bryan Joiner's Merrill Lynch Experience June 2009 - August 2009
Job Palette Investments Hunt Oil Company
Industry Accounting
Experience
Hunt Oil Company May 2015 - Present
PwC August 2012 - April 2015
Abilene Christian University June 2011 - August 2011
Merrill Lynch June 2009 - August 2009
United States Congress May 2008 - August 2008
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Higher Education, Financial Analysis, Public Speaking, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Research, Access, CPA, GAAP, Customer Service, Social Media, Data Analysis, Teaching, Tennis, US GAAP, Social Skills
Education
Abilene Christian University 2011 — 2012
Master of Accountancy
Abilene Christian University 2007 — 2012
BBA, Accounting and Finance
Hunt Oil Company May 2015 - Present
PwC August 2012 - April 2015
Abilene Christian University June 2011 - August 2011
Merrill Lynch June 2009 - August 2009
United States Congress May 2008 - August 2008
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Higher Education, Financial Analysis, Public Speaking, QuickBooks, Financial Reporting, Auditing, Financial Accounting, Research, Access, CPA, GAAP, Customer Service, Social Media, Data Analysis, Teaching, Tennis, US GAAP, Social Skills
Education
Abilene Christian University 2011 — 2012
Master of Accountancy
Abilene Christian University 2007 — 2012
BBA, Accounting and Finance
Krishna Kathika Krishna Kathika's Merrill Lynch Experience April 2004 - April 2009
Job Sr. Staff Software Engineer at GE Global Research
Industry Information Technology and Services
Experience
GE Global Research January 2013 - Present
Kaiser Permanente July 2012 - December 2012
Wells Fargo May 2009 - June 2012
Merrill Lynch April 2004 - April 2009
ABN Amro May 2000 - April 2004
Metamor Global Solutions September 1997 - April 2000
Skills
Struts, Hibernate, Spring, Java Enterprise Edition, SOA, JMS, Oracle, Agile Methodologies, SDLC, Java, Unix, Web Services, Requirements Analysis, Software Project..., SOAP, SQL, Data Modeling, Enterprise Architecture, Global Delivery, Linux, REST, Software Development, Spring Framework, Tomcat, Web Applications
Education
Nagarjuna University 1994 — 1996
Master of Science, Electronics and Communications
Nagarjuna University 1991 — 1994
Bachelor of Science, Electronics and Communications
GE Global Research January 2013 - Present
Kaiser Permanente July 2012 - December 2012
Wells Fargo May 2009 - June 2012
Merrill Lynch April 2004 - April 2009
ABN Amro May 2000 - April 2004
Metamor Global Solutions September 1997 - April 2000
Skills
Struts, Hibernate, Spring, Java Enterprise Edition, SOA, JMS, Oracle, Agile Methodologies, SDLC, Java, Unix, Web Services, Requirements Analysis, Software Project..., SOAP, SQL, Data Modeling, Enterprise Architecture, Global Delivery, Linux, REST, Software Development, Spring Framework, Tomcat, Web Applications
Education
Nagarjuna University 1994 — 1996
Master of Science, Electronics and Communications
Nagarjuna University 1991 — 1994
Bachelor of Science, Electronics and Communications
Greg Cantone, CRPS®, CRPC®, AAMS® Greg Cantone, CRPS®, CRPC®, AAMS®'s Merrill Lynch Experience June 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Putnam Title Agency Corporation January 2007 - June 2011
Northwestern Mutual January 2011 - May 2011
Merrill Lynch September 2009 - October 2010
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Uniform Combined State..., Investments, Financial Analysis, Portfolio Management, Finance, Mutual Funds, Insurance, Asset Management, Banking, Financial Advisory, Financial Services, Public Speaking, Financial Planning
Education
Adelphi University 2007 — 2011
Business Management, Communications, Human Resources
Mahopac 2004 — 2007
High School Diploma
Merrill Lynch June 2011 - Present
Putnam Title Agency Corporation January 2007 - June 2011
Northwestern Mutual January 2011 - May 2011
Merrill Lynch September 2009 - October 2010
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Uniform Combined State..., Investments, Financial Analysis, Portfolio Management, Finance, Mutual Funds, Insurance, Asset Management, Banking, Financial Advisory, Financial Services, Public Speaking, Financial Planning
Education
Adelphi University 2007 — 2011
Business Management, Communications, Human Resources
Mahopac 2004 — 2007
High School Diploma
Kevin G. Mahony Kevin G. Mahony's Merrill Lynch Experience February 2002 - December 2008
Job First Vice President Wealth Management /Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch February 2002 - December 2008
Merrill Lynch Trust Company September 1993 - January 2002
Midlantic National Bank July 1989 - September 1993
Manufacturers Hanover Trust March 1983 - June 1989
Skills
Wealth Management, Asset Allocation, Series 7, Asset Management, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Alternative Investments
Education
Adelphi University 1981 — 1983
BBA, Finance
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch February 2002 - December 2008
Merrill Lynch Trust Company September 1993 - January 2002
Midlantic National Bank July 1989 - September 1993
Manufacturers Hanover Trust March 1983 - June 1989
Skills
Wealth Management, Asset Allocation, Series 7, Asset Management, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Alternative Investments
Education
Adelphi University 1981 — 1983
BBA, Finance
Srinivasan G Srinivasan G's Merrill Lynch Experience 2005 - 2006
Job Sr Oracle Project's Consultant at National Oilwell Varco
Industry Information Technology and Services
Experience
National Oilwell Varco January 2014 - Present
GE Oil & Gas February 2013 - Present
Parker Drilling January 2012 - Present
Schlumberger May 2011 - Present
Frito Lay November 2010 - Present
General Electric February 2009 - Present
V-Soft Consulting Group, Inc. 2007 - Present
EMC April 2008 - January 2009
Ameren 2007 - 2008
Merrill Lynch 2005 - 2006
Skills
Project Management, Projects, Resource Management, Oracle E-Business Suite, Oracle Applications, Leadership, Oracle, Analysis, Integration, Financials, Business Process, Consulting, Business Process..., ERP, Program Management, Testing, Information Technology, Business Intelligence, Vendor Management, SDLC, Data Warehousing, PL/SQL, Process Improvement, Software Project..., Requirements Analysis, Business Analysis, IT Strategy, Data Migration, Solution Architecture, Oracle HR, Gap Analysis, PMP, Business Process..., Oracle Financial, Business Process Design, Order Management, PMO, Enterprise Architecture, CRM, Business Transformation, Oracle Discoverer, Pre-sales, Order to Cash, SAP, Master Data Management, Business Objects
Education
Bharathidasan University
MCA, IT, Economics, Accounting..
Nagarjuna University
Bachelor of Commerce (B.Com.), Accounting and Finance
National Oilwell Varco January 2014 - Present
GE Oil & Gas February 2013 - Present
Parker Drilling January 2012 - Present
Schlumberger May 2011 - Present
Frito Lay November 2010 - Present
General Electric February 2009 - Present
V-Soft Consulting Group, Inc. 2007 - Present
EMC April 2008 - January 2009
Ameren 2007 - 2008
Merrill Lynch 2005 - 2006
Skills
Project Management, Projects, Resource Management, Oracle E-Business Suite, Oracle Applications, Leadership, Oracle, Analysis, Integration, Financials, Business Process, Consulting, Business Process..., ERP, Program Management, Testing, Information Technology, Business Intelligence, Vendor Management, SDLC, Data Warehousing, PL/SQL, Process Improvement, Software Project..., Requirements Analysis, Business Analysis, IT Strategy, Data Migration, Solution Architecture, Oracle HR, Gap Analysis, PMP, Business Process..., Oracle Financial, Business Process Design, Order Management, PMO, Enterprise Architecture, CRM, Business Transformation, Oracle Discoverer, Pre-sales, Order to Cash, SAP, Master Data Management, Business Objects
Education
Bharathidasan University
MCA, IT, Economics, Accounting..
Nagarjuna University
Bachelor of Commerce (B.Com.), Accounting and Finance
Krishna P. Konduru's Merrill Lynch Experience March 2000 - December 2005
Job Technical Project Manager on JPMC Account at IBM Global Services
Industry Information Technology and Services
Experience
IBM Global Services November 2010 - Present
IBM Global Services June 2009 - October 2010
Viewpointe December 2006 - June 2009
Viewpointe April 2006 - December 2006
Merrill Lynch March 2000 - December 2005
Merrill Lynch February 1998 - March 2000
NIIT 1995 - 1998
Skills
Technical Leadership, Application Architecture, Requirements Management, SDLC, Unix, Application Frameworks, Disaster Recovery, Perl, Integration, Trading Systems, Databases, Business Analysis, Vendor Management, Sybase, Oracle, C++/CLI, C/C++ STL, Powershell, Shell Scripting, DB2, Redesigning, Core Java, VBA, Java, Software Development, SQL, XML, Enterprise Architecture, Business Process, Testing
Education
Acharya Nagarjuna University 1995 — 1997
MSc, Statistics, Specializing in Computer Programming and Operations Research
hindu college, guntur 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Mathematics, economics and Statistics, a+
IBM Global Services November 2010 - Present
IBM Global Services June 2009 - October 2010
Viewpointe December 2006 - June 2009
Viewpointe April 2006 - December 2006
Merrill Lynch March 2000 - December 2005
Merrill Lynch February 1998 - March 2000
NIIT 1995 - 1998
Skills
Technical Leadership, Application Architecture, Requirements Management, SDLC, Unix, Application Frameworks, Disaster Recovery, Perl, Integration, Trading Systems, Databases, Business Analysis, Vendor Management, Sybase, Oracle, C++/CLI, C/C++ STL, Powershell, Shell Scripting, DB2, Redesigning, Core Java, VBA, Java, Software Development, SQL, XML, Enterprise Architecture, Business Process, Testing
Education
Acharya Nagarjuna University 1995 — 1997
MSc, Statistics, Specializing in Computer Programming and Operations Research
hindu college, guntur 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Mathematics, economics and Statistics, a+
Philip T. Garcia Philip T. Garcia's Merrill Lynch Experience October 2010 - Present
Job Vice President Investments Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2010 - Present
Raymond James & Associates May 2003 - October 2010
UBS PaineWebber September 1999 - May 2003
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Portfolio Management, Finance, Insurance, Retirement, Financial Advisory, Employee Benefits, High Net Worth..., Tax, Investment Advisory, Bonds, Series 7, Wealth Management, Asset Management, Mutual Funds, Equities, Asset Allocation, Financial Planning
Education
Abilene Christian University 1994 — 1998
Merrill Lynch October 2010 - Present
Raymond James & Associates May 2003 - October 2010
UBS PaineWebber September 1999 - May 2003
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Portfolio Management, Finance, Insurance, Retirement, Financial Advisory, Employee Benefits, High Net Worth..., Tax, Investment Advisory, Bonds, Series 7, Wealth Management, Asset Management, Mutual Funds, Equities, Asset Allocation, Financial Planning
Education
Abilene Christian University 1994 — 1998
Raghavendra Tavva Raghavendra Tavva's Merrill Lynch Experience September 2003 - October 2005
Job Technical Lead at WIS DOT
Industry Information Technology and Services
Experience
Statefarm Insurance July 2015 - Present
Wisconsin Department of Transportation October 2008 - July 2015
American Family Insurance October 2007 - September 2008
Liberty Mutual Insurance October 2005 - September 2007
Merrill Lynch September 2003 - October 2005
AT&T September 2001 - August 2003
IBM September 2000 - September 2001
Skills
Java, J2EE Application..., Struts, Hibernate, RESTful WebServices, SOA, Agile Methodologies, Unix, Java Enterprise Edition, SOAP, SoapUI, Solution Architecture, Web Development, DB2, Web Services, Spring, Enterprise Architecture, Spring Framework
Education
Nagarjuna University 1995 — 1998
Master's Degree, Master of Computer Applications, Distinction
Nagarjuna University 1992 — 1995
Bachelor's Degree, Mathematics, Physics, Distinction
Statefarm Insurance July 2015 - Present
Wisconsin Department of Transportation October 2008 - July 2015
American Family Insurance October 2007 - September 2008
Liberty Mutual Insurance October 2005 - September 2007
Merrill Lynch September 2003 - October 2005
AT&T September 2001 - August 2003
IBM September 2000 - September 2001
Skills
Java, J2EE Application..., Struts, Hibernate, RESTful WebServices, SOA, Agile Methodologies, Unix, Java Enterprise Edition, SOAP, SoapUI, Solution Architecture, Web Development, DB2, Web Services, Spring, Enterprise Architecture, Spring Framework
Education
Nagarjuna University 1995 — 1998
Master's Degree, Master of Computer Applications, Distinction
Nagarjuna University 1992 — 1995
Bachelor's Degree, Mathematics, Physics, Distinction
R. Essence Browne, MBA R. Essence Browne, MBA's Merrill Lynch Experience January 2006 - September 2009
Job at Bank of America
Industry Financial Services
Experience
Bank of America June 2011 - Present
Perella Weinberg Partners May 2010 - May 2011
Bank of America March 2010 - May 2010
Merrill Lynch Wealth Management September 2009 - March 2010
Merrill Lynch January 2006 - September 2009
Mekeata Mortgage Company January 2006 - January 2007
Verint Video Solutions January 2005 - January 2006
Law Office of F.K.B January 2002 - January 2005
North Fork Bank May 2002 - August 2002
J. P. Morgan Chase May 2001 - August 2002
Skills
Credit, Human Resources, Portfolio Management, Management, Event Planning, Software Documentation
Education
Adelphi University 2008 — 2009
M.B.A., Finance and HR
Hofstra University 2000 — 2005
B.B.A., Marketing, Int'l Business
Bank of America June 2011 - Present
Perella Weinberg Partners May 2010 - May 2011
Bank of America March 2010 - May 2010
Merrill Lynch Wealth Management September 2009 - March 2010
Merrill Lynch January 2006 - September 2009
Mekeata Mortgage Company January 2006 - January 2007
Verint Video Solutions January 2005 - January 2006
Law Office of F.K.B January 2002 - January 2005
North Fork Bank May 2002 - August 2002
J. P. Morgan Chase May 2001 - August 2002
Skills
Credit, Human Resources, Portfolio Management, Management, Event Planning, Software Documentation
Education
Adelphi University 2008 — 2009
M.B.A., Finance and HR
Hofstra University 2000 — 2005
B.B.A., Marketing, Int'l Business
DeJuan Turner DeJuan Turner's Merrill Lynch Experience November 2014 - February 2015
Job Graphic Artist/Designer
Industry Design
Experience
Adjective & Co. March 2015 - June 2015
Merrill Lynch November 2014 - February 2015
H&M July 2013 - November 2014
North Carolina A&T State University August 2013 - May 2014
American Eagle Outfitters June 2011 - July 2013
The UPS Store November 2009 - August 2012
Skills
Photoshop, Illustrator, Microsoft Office, InDesign, Graphic Design, Adobe Creative Suite, PowerPoint, Sketching, Microsoft Word, Web Design, Layout, Blogging, Photography, Editing
Education
The Creative Circus 2015 — 2017
Art Direction
Academy of Art University 2015 — 2015
Master's degree, Graphic Design
North Carolina Agricultural and Technical State University 2010 — 2014
Bachelor of Arts (B.A.), Visual Arts & Design (Media Design)
Adjective & Co. March 2015 - June 2015
Merrill Lynch November 2014 - February 2015
H&M July 2013 - November 2014
North Carolina A&T State University August 2013 - May 2014
American Eagle Outfitters June 2011 - July 2013
The UPS Store November 2009 - August 2012
Skills
Photoshop, Illustrator, Microsoft Office, InDesign, Graphic Design, Adobe Creative Suite, PowerPoint, Sketching, Microsoft Word, Web Design, Layout, Blogging, Photography, Editing
Education
The Creative Circus 2015 — 2017
Art Direction
Academy of Art University 2015 — 2015
Master's degree, Graphic Design
North Carolina Agricultural and Technical State University 2010 — 2014
Bachelor of Arts (B.A.), Visual Arts & Design (Media Design)
Nicole Kiga Nicole Kiga's Merrill Lynch Experience September 2014 - December 2014
Job Student and Intern
Industry
Experience
University of Washington School of Medicine Research at SLU July 2015 - Present
Spiral Genetics June 2014 - July 2015
Merrill Lynch September 2014 - December 2014
ASUW Associated Students of the University of Washington January 2014 - June 2014
University of Washington Athletics Department May 2011 - June 2014
Skills
Teamwork, Microsoft Office, PowerPoint, Social Networking, Social Media, Windows, Event Planning, Data Analysis, Microsoft Excel, Microsoft Word, Research, Photoshop, Public Speaking, Time Management
Education
University of Washington 2011 — 2015
Bachelor of Business Administration (B.B.A.) and Bachelor of Arts (B.A), Focused on Finance and Cinema Studies
Academy of Performing Arts in Prague 2013 — 2014
Cinematography and Film Production
University of Washington School of Medicine Research at SLU July 2015 - Present
Spiral Genetics June 2014 - July 2015
Merrill Lynch September 2014 - December 2014
ASUW Associated Students of the University of Washington January 2014 - June 2014
University of Washington Athletics Department May 2011 - June 2014
Skills
Teamwork, Microsoft Office, PowerPoint, Social Networking, Social Media, Windows, Event Planning, Data Analysis, Microsoft Excel, Microsoft Word, Research, Photoshop, Public Speaking, Time Management
Education
University of Washington 2011 — 2015
Bachelor of Business Administration (B.B.A.) and Bachelor of Arts (B.A), Focused on Finance and Cinema Studies
Academy of Performing Arts in Prague 2013 — 2014
Cinematography and Film Production
Patricia Aylward Patricia Aylward's Merrill Lynch Experience 1986 - 1992
Job Brokerage Services at Vanderbilt Securities, LLC
Industry Financial Services
Experience
Vanderbilt Securities, LLC February 2012 - Present
Drake Asset Management LLC 2005 - 2010
Amivest Capital Management, subsidiary January 2000 - January 2005
East Shore Partners, Inc January 1996 - January 2000
Merrill Lynch 1986 - 1992
Skills
Asset Allocation, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Trading, Investments, ETFs, Investment Strategies, Asset Management, Bloomberg, Options, Equity Trading, Capital Markets, Series 7, Alternative Investments, Securities, Electronic Trading, Fixed Income, Equity Research, Wealth Management, Investment Advisory, Financial Markets, Derivatives
Education
Adelphi University
B.F.A
New York University
Economics
Rosemont College
Biology
Vanderbilt Securities, LLC February 2012 - Present
Drake Asset Management LLC 2005 - 2010
Amivest Capital Management, subsidiary January 2000 - January 2005
East Shore Partners, Inc January 1996 - January 2000
Merrill Lynch 1986 - 1992
Skills
Asset Allocation, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Trading, Investments, ETFs, Investment Strategies, Asset Management, Bloomberg, Options, Equity Trading, Capital Markets, Series 7, Alternative Investments, Securities, Electronic Trading, Fixed Income, Equity Research, Wealth Management, Investment Advisory, Financial Markets, Derivatives
Education
Adelphi University
B.F.A
New York University
Economics
Rosemont College
Biology
Jerry McDonough Jerry McDonough's Merrill Lynch Experience November 1999 - Present
Job Vice President Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1999 - Present
Dreyfus February 1990 - November 1999
E. David Stephens Commodities April 1985 - November 1987
Skills
Risk Management, Team Leadership, Problem Solving, Training Coordination, Compliance, Training, Securities, Management, Series 63, Financial Services, Analysis, Human Resources, Recruiting, Sales, Series 7, Equities, Asset Allocation, Negotiation, Mutual Funds, Portfolio Management, Retirement Planning, Financial Analysis, Investments, CRM, Banking, Finance, Wealth Management
Education
Adelphi University
Bachelor of Business Administration
Ithaca College
Business
Merrill Lynch November 1999 - Present
Dreyfus February 1990 - November 1999
E. David Stephens Commodities April 1985 - November 1987
Skills
Risk Management, Team Leadership, Problem Solving, Training Coordination, Compliance, Training, Securities, Management, Series 63, Financial Services, Analysis, Human Resources, Recruiting, Sales, Series 7, Equities, Asset Allocation, Negotiation, Mutual Funds, Portfolio Management, Retirement Planning, Financial Analysis, Investments, CRM, Banking, Finance, Wealth Management
Education
Adelphi University
Bachelor of Business Administration
Ithaca College
Business
Manohar Dasari Manohar Dasari's Merrill Lynch Experience April 2006 - August 2007
Job Group Manager at Avanade
Industry Computer Software
Experience
Avanade January 2015 - Present
Acquity Group part of Accenture Interactive October 2012 - January 2015
ICAP December 2008 - October 2012
Trafelet & Company March 2008 - December 2008
Arch Insurance Group August 2007 - March 2008
Merrill Lynch April 2006 - August 2007
JP Morgan Chase November 2005 - March 2006
Thomson Financial May 2002 - November 2005
Deutche Bank July 2000 - February 2002
IO Systems Pvt. Ltd. November 1995 - July 2000
Skills
.NET, Sitecore, ASP.NET MVC, ASP.NET, CMS, .NET Remoting, Usability, User Experience, Object Oriented Design, User Interface, Web Applications, Web Services, User Interface Design, WCF, Integration, XML, Agile Methodologies, Mobile Devices, Software Design, C#, Scrum, Agile Project Management
Education
Acharya Nagarjuna Vishwavidhyalayamu 1991 — 1996
B.Tech, Mechanical
Geetanjali Junior College 1989 — 1991
Intermediate, Maths, Physics, Chemistry
Annapurneswary Tutorial College 1983 — 1989
Matriculation, Mathematics
Avanade January 2015 - Present
Acquity Group part of Accenture Interactive October 2012 - January 2015
ICAP December 2008 - October 2012
Trafelet & Company March 2008 - December 2008
Arch Insurance Group August 2007 - March 2008
Merrill Lynch April 2006 - August 2007
JP Morgan Chase November 2005 - March 2006
Thomson Financial May 2002 - November 2005
Deutche Bank July 2000 - February 2002
IO Systems Pvt. Ltd. November 1995 - July 2000
Skills
.NET, Sitecore, ASP.NET MVC, ASP.NET, CMS, .NET Remoting, Usability, User Experience, Object Oriented Design, User Interface, Web Applications, Web Services, User Interface Design, WCF, Integration, XML, Agile Methodologies, Mobile Devices, Software Design, C#, Scrum, Agile Project Management
Education
Acharya Nagarjuna Vishwavidhyalayamu 1991 — 1996
B.Tech, Mechanical
Geetanjali Junior College 1989 — 1991
Intermediate, Maths, Physics, Chemistry
Annapurneswary Tutorial College 1983 — 1989
Matriculation, Mathematics
Bryant Hayward's Merrill Lynch Experience August 1996 - February 2000
Job North West Quadrant Ventures (Early StageVenture Capital) Venture Debt
Industry Venture Capital & Private Equity
Experience
Northwest Quadrant Ventures March 2010 - Present
Morgan Stanley February 2007 - May 2009
Wachovia September 2001 - February 2007
Citibank February 2000 - September 2001
Merrill Lynch August 1996 - February 2000
Russian Connection December 1990 - June 1996
Skills
Venture Capital, Start-ups, Mergers & Acquisitions, Private Equity, Investments, Strategy, IPO, Business Planning, Business Development, Portfolio Management, Mergers, Funding, Corporate Development, Retirement Planning, Emerging Markets, Financial Structuring, Wealth Management, Finance, Currency, Private Placements, Options, Business Valuation, Investment Banking, Angel Investing, Valuation, Due Diligence, Capital, D&O, Monetization, Alternative Investments, LBO, Corporate Finance, Financial Modeling, Mutual Funds, Capital Markets, Management Consulting, Investor Relations, Hedge Funds, Executive Management, Investment Management, Growth Capital, Structured Finance, Restructuring, Securities, Equity Valuation, Joint Ventures, Deal Sourcing, M&A experience, Equities, Asset Management
Education
Princeton University 1998 — 2000
Aalborg Universitet 1993 — 1996
Kemper Military School- College 1983 — 1986
Northwest Quadrant Ventures March 2010 - Present
Morgan Stanley February 2007 - May 2009
Wachovia September 2001 - February 2007
Citibank February 2000 - September 2001
Merrill Lynch August 1996 - February 2000
Russian Connection December 1990 - June 1996
Skills
Venture Capital, Start-ups, Mergers & Acquisitions, Private Equity, Investments, Strategy, IPO, Business Planning, Business Development, Portfolio Management, Mergers, Funding, Corporate Development, Retirement Planning, Emerging Markets, Financial Structuring, Wealth Management, Finance, Currency, Private Placements, Options, Business Valuation, Investment Banking, Angel Investing, Valuation, Due Diligence, Capital, D&O, Monetization, Alternative Investments, LBO, Corporate Finance, Financial Modeling, Mutual Funds, Capital Markets, Management Consulting, Investor Relations, Hedge Funds, Executive Management, Investment Management, Growth Capital, Structured Finance, Restructuring, Securities, Equity Valuation, Joint Ventures, Deal Sourcing, M&A experience, Equities, Asset Management
Education
Princeton University 1998 — 2000
Aalborg Universitet 1993 — 1996
Kemper Military School- College 1983 — 1986
Duggins King's Merrill Lynch Experience May 2009 - September 2010
Job Private Banker, brokerage assoc at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
CESD Talent Agency January 1993 - Present
Wells Fargo Advisors October 2010 - August 2013
Merrill Lynch May 2009 - September 2010
Viaport Tavern, INC November 2007 - February 2009
Dav-Tsi-Dav, INC January 2000 - October 2007
Education
New York University 1997 — 1999
BA, Political Science
Adelphi University 1995 — 1997
Culver Military Academy
Wells Fargo August 2013 - Present
CESD Talent Agency January 1993 - Present
Wells Fargo Advisors October 2010 - August 2013
Merrill Lynch May 2009 - September 2010
Viaport Tavern, INC November 2007 - February 2009
Dav-Tsi-Dav, INC January 2000 - October 2007
Education
New York University 1997 — 1999
BA, Political Science
Adelphi University 1995 — 1997
Culver Military Academy
Rebecca Winter Rebecca Winter's Merrill Lynch Experience September 2013 - March 2014
Job Executive Assistant at IFC Films
Industry Entertainment
Experience
AMC Networks June 2015 - Present
NBCUniversal, Inc. April 2015 - June 2015
NBCUniversal, Inc. March 2014 - March 2015
Amici Films December 2013 - February 2015
Merrill Lynch September 2013 - March 2014
The Journey Home August 2012 - May 2013
Trevor Day Office of Development August 2012 - May 2013
Double Eye Productions May 2012 - September 2012
American Cancer Society October 2010 - April 2011
Skills
Final Cut Pro, Editing, Video Editing, Film Production, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Soundtrack Pro, Event Planning, Communication Skills, Leadership, Research, Advertising, Marketing, Twitter, Facebook, iMovie, Social Media, WordPress, Writing, Screenwriting, Film Editing, Video Production, Computers, CisionPoint, Concur, Crowdfunding
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Film & Media Studies; Psychology
Academy of Performing Arts in Prague, Film and TV School
Cinematography and Film/Video Production
Trevor Day School 2004 — 2009
AMC Networks June 2015 - Present
NBCUniversal, Inc. April 2015 - June 2015
NBCUniversal, Inc. March 2014 - March 2015
Amici Films December 2013 - February 2015
Merrill Lynch September 2013 - March 2014
The Journey Home August 2012 - May 2013
Trevor Day Office of Development August 2012 - May 2013
Double Eye Productions May 2012 - September 2012
American Cancer Society October 2010 - April 2011
Skills
Final Cut Pro, Editing, Video Editing, Film Production, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Soundtrack Pro, Event Planning, Communication Skills, Leadership, Research, Advertising, Marketing, Twitter, Facebook, iMovie, Social Media, WordPress, Writing, Screenwriting, Film Editing, Video Production, Computers, CisionPoint, Concur, Crowdfunding
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Film & Media Studies; Psychology
Academy of Performing Arts in Prague, Film and TV School
Cinematography and Film/Video Production
Trevor Day School 2004 — 2009
Carole Miller Carole Miller's Merrill Lynch Experience November 1997 - November 2002
Job Owner at The Last Crumb
Industry Retail
Experience
The Last Crumb (gift baskets) January 2002 - Present
Merrill Lynch November 1997 - November 2002
Zalo/ Left & Right Shoes 1990 - 1996
Impo Shoes 1975 - 1990
Skills
Small Business, Marketing, Social Media, Public Speaking, Entrepreneurship, Sales, Customer Service, Gift Baskets, Strategy, Social Networking, Coaching, Marketing Strategy, Online Advertising, Leadership Development, Online Marketing, Retail, Public Relations, Facebook, Blogging, Email Marketing, Fundraising, Start-ups, Marketing Communications, Direct Marketing, Team Building, Leadership, Brand Development, Trade Shows
Education
Adelphi University
BA, Psychology, Sociology
The Ohio State University
Bachelor Aarts, Sociology, Psychology
The Last Crumb (gift baskets) January 2002 - Present
Merrill Lynch November 1997 - November 2002
Zalo/ Left & Right Shoes 1990 - 1996
Impo Shoes 1975 - 1990
Skills
Small Business, Marketing, Social Media, Public Speaking, Entrepreneurship, Sales, Customer Service, Gift Baskets, Strategy, Social Networking, Coaching, Marketing Strategy, Online Advertising, Leadership Development, Online Marketing, Retail, Public Relations, Facebook, Blogging, Email Marketing, Fundraising, Start-ups, Marketing Communications, Direct Marketing, Team Building, Leadership, Brand Development, Trade Shows
Education
Adelphi University
BA, Psychology, Sociology
The Ohio State University
Bachelor Aarts, Sociology, Psychology
Kathleen McLarty Kathleen McLarty's Merrill Lynch Experience October 2007 - October 2008
Job Senior Talent Acquisition Manager, Technology & Operations at CIBC
Industry Human Resources
Experience
CIBC August 2015 - Present
CIBC February 2014 - July 2015
CIBC November 2012 - January 2014
CIBC September 2009 - November 2012
HOOPP May 2009 - September 2009
Ontario Teachers' Pension Plan November 2008 - February 2009
Merrill Lynch October 2007 - October 2008
CIBC June 2006 - October 2007
Nexstaf October 2005 - June 2006
Sapphire Technologies August 2004 - September 2005
Skills
Talent Acquisition, Process Optimization, Recruiting, Applicant Tracking..., Talent Management, Technical Recruiting, Human Resources, Change Management, Contract Recruitment, Employee Engagement, Executive Search, HR Consulting, HR Policies, HRIS, Internet Recruiting, Management, Onboarding, Performance Management, Policy, Screening, Strategy, Succession Planning, Temporary Placement, Time Management, Vendor Management, Workforce Planning, SDLC, Coaching, Employee Relations, Employer Branding, Interviews, Recruitment Advertising, Screening Resumes, Strategic Planning, Personnel Management, Sourcing
Education
Ryerson University 2004 — 2010
Certificate, Human Resources Management
Dalhousie University 1994 — 1995
MA, Sociology
Acadia University 1990 — 1994
BA, Sociology
CIBC August 2015 - Present
CIBC February 2014 - July 2015
CIBC November 2012 - January 2014
CIBC September 2009 - November 2012
HOOPP May 2009 - September 2009
Ontario Teachers' Pension Plan November 2008 - February 2009
Merrill Lynch October 2007 - October 2008
CIBC June 2006 - October 2007
Nexstaf October 2005 - June 2006
Sapphire Technologies August 2004 - September 2005
Skills
Talent Acquisition, Process Optimization, Recruiting, Applicant Tracking..., Talent Management, Technical Recruiting, Human Resources, Change Management, Contract Recruitment, Employee Engagement, Executive Search, HR Consulting, HR Policies, HRIS, Internet Recruiting, Management, Onboarding, Performance Management, Policy, Screening, Strategy, Succession Planning, Temporary Placement, Time Management, Vendor Management, Workforce Planning, SDLC, Coaching, Employee Relations, Employer Branding, Interviews, Recruitment Advertising, Screening Resumes, Strategic Planning, Personnel Management, Sourcing
Education
Ryerson University 2004 — 2010
Certificate, Human Resources Management
Dalhousie University 1994 — 1995
MA, Sociology
Acadia University 1990 — 1994
BA, Sociology
Kahai Tate Kahai Tate's Merrill Lynch Experience November 1989 - January 2000
Job Professional Home Staging Consultant
Industry Real Estate
Experience
Aloha Interiors & Staging June 2004 - Present
Womens Council of Realtors - Southern Alameda County 2010 - 2010
Merrill Lynch November 1989 - January 2000
Union Bank January 1988 - November 1989
Skills
Sellers, Interior Design, Residential Homes, Home Staging, Real Estate
Education
Academy of Art University
AA, Interior Architecture and Design
Aloha Interiors & Staging June 2004 - Present
Womens Council of Realtors - Southern Alameda County 2010 - 2010
Merrill Lynch November 1989 - January 2000
Union Bank January 1988 - November 1989
Skills
Sellers, Interior Design, Residential Homes, Home Staging, Real Estate
Education
Academy of Art University
AA, Interior Architecture and Design
Jack Healy Jack Healy's Merrill Lynch Experience December 1996 - June 1998
Job Market Data Vendor Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2012 - Present
Yard Law Offices November 2010 - 2011
UBS (Perot Systems at UBS) October 2000 - November 2009
Prudential Securities June 1998 - October 2000
Merrill Lynch December 1996 - June 1998
Bear Stearns October 1990 - December 1996
Chemical Bank June 1986 - October 1990
Skills
Market Data, Project Management, Product Management, Vendor Relationships, Operations Management, IT Service Delivery, Vendor Management, Trading Systems, Equities, Fixed Income, Business Analysis, Investment Banking, Equity Trading, Bloomberg, Derivatives, Risk Management, IT Service Management, Capital Markets, Financial Markets, Electronic Trading, Infrastructure, Integration, Management, Trading, Back Office, FX Options, Middle Office, Equity Derivatives, Prime Brokerage, Credit Derivatives, Options, Reference Data
Education
Adelphi University 1999 — 2003
Masters, Business Administration
University of Scranton 1982 — 1986
BS, Computer Science
Barclays Capital January 2012 - Present
Yard Law Offices November 2010 - 2011
UBS (Perot Systems at UBS) October 2000 - November 2009
Prudential Securities June 1998 - October 2000
Merrill Lynch December 1996 - June 1998
Bear Stearns October 1990 - December 1996
Chemical Bank June 1986 - October 1990
Skills
Market Data, Project Management, Product Management, Vendor Relationships, Operations Management, IT Service Delivery, Vendor Management, Trading Systems, Equities, Fixed Income, Business Analysis, Investment Banking, Equity Trading, Bloomberg, Derivatives, Risk Management, IT Service Management, Capital Markets, Financial Markets, Electronic Trading, Infrastructure, Integration, Management, Trading, Back Office, FX Options, Middle Office, Equity Derivatives, Prime Brokerage, Credit Derivatives, Options, Reference Data
Education
Adelphi University 1999 — 2003
Masters, Business Administration
University of Scranton 1982 — 1986
BS, Computer Science
Rajesh Yarlagadda Rajesh Yarlagadda's Merrill Lynch Experience May 2007 - November 2008
Job Senior Associate at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2010 - Present
Credit Suisse January 2010 - Present
Credit Suisse 2010 - 2012
Mahindra Satyam December 2005 - December 2009
Bank of America December 2008 - May 2009
Merrill Lynch May 2007 - November 2008
Merrill Lynch Investment Managers December 2005 - April 2007
CES (P) Ltd February 2004 - November 2005
Skills
Web Services, .NET, SQL Server, WCF, SSIS, Silverlight, WPF
Education
Acharya Nagarjuna University 2001 — 2003
M.Sc, Information Systems
Acharya Nagarjuna University 1998 — 2001
B.C.A, Computer Applications
Cognizant Technology Solutions January 2010 - Present
Credit Suisse January 2010 - Present
Credit Suisse 2010 - 2012
Mahindra Satyam December 2005 - December 2009
Bank of America December 2008 - May 2009
Merrill Lynch May 2007 - November 2008
Merrill Lynch Investment Managers December 2005 - April 2007
CES (P) Ltd February 2004 - November 2005
Skills
Web Services, .NET, SQL Server, WCF, SSIS, Silverlight, WPF
Education
Acharya Nagarjuna University 2001 — 2003
M.Sc, Information Systems
Acharya Nagarjuna University 1998 — 2001
B.C.A, Computer Applications
Bill MacLean's Merrill Lynch Experience May 1987 - June 2000
Job Vice President & Portfolio Manager, TD Wealth
Industry Investment Management
Experience
TD Wealth June 2000 - Present
Merrill Lynch May 1987 - June 2000
Skills
Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, Banking, Strategic Planning, Equities, Investments, Fixed Income, Investment Strategies, Asset Allocation, Risk Management, Retirement Planning, Bonds, Financial Analysis, Strategic Financial...
Education
Acadia University 1980 — 1985
BBA, Finance
CFA Institute
CFA, Investments and Securities
TD Wealth June 2000 - Present
Merrill Lynch May 1987 - June 2000
Skills
Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, Banking, Strategic Planning, Equities, Investments, Fixed Income, Investment Strategies, Asset Allocation, Risk Management, Retirement Planning, Bonds, Financial Analysis, Strategic Financial...
Education
Acadia University 1980 — 1985
BBA, Finance
CFA Institute
CFA, Investments and Securities
Wayne Roth's Merrill Lynch Experience February 2012 - August 2012
Job Retirement Plan Consultant
Industry Investment Management
Experience
SageView Advisory Group May 2015 - Present
Mercer August 2012 - May 2015
Merrill Lynch February 2012 - August 2012
MassMutual Financial Group April 2010 - July 2011
Principal Financial Group May 2003 - April 2010
AXA Advisors, LLC March 2002 - May 2003
US Bank 2001 - 2002
Janus Capital Group 2000 - 2001
Skills
Business Planning, Account Management, New Business Development, Management, Leadership Development, Team Leadership, CRM, Leadership, Investments, Business Relationship..., Performance Management, Time Management, Strategy, Retirement Planning, Financial Services, 401k, Event Management, Retirement, Sales, Mergers & Acquisitions, Employee Benefits, Project Management, Insurance, FINRA, Consultative Selling, Project Execution, Situational Based Sales, Recruitment/Retention, CO Life/Health Licensed, FINRA Series 7, 6, 63,..., Executive Benefit...
Education
Adams State College 1986 — 1989
Interdisciplinary Studies with an emphasis in Finance and Creative Advertising
SageView Advisory Group May 2015 - Present
Mercer August 2012 - May 2015
Merrill Lynch February 2012 - August 2012
MassMutual Financial Group April 2010 - July 2011
Principal Financial Group May 2003 - April 2010
AXA Advisors, LLC March 2002 - May 2003
US Bank 2001 - 2002
Janus Capital Group 2000 - 2001
Skills
Business Planning, Account Management, New Business Development, Management, Leadership Development, Team Leadership, CRM, Leadership, Investments, Business Relationship..., Performance Management, Time Management, Strategy, Retirement Planning, Financial Services, 401k, Event Management, Retirement, Sales, Mergers & Acquisitions, Employee Benefits, Project Management, Insurance, FINRA, Consultative Selling, Project Execution, Situational Based Sales, Recruitment/Retention, CO Life/Health Licensed, FINRA Series 7, 6, 63,..., Executive Benefit...
Education
Adams State College 1986 — 1989
Interdisciplinary Studies with an emphasis in Finance and Creative Advertising
Marc Stolz Marc Stolz's Merrill Lynch Experience July 2015 - September 2015
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - September 2015
Tamoco May 2014 - August 2014
Guerlain January 2013 - July 2013
Dolhem Design Shanghai July 2011 - September 2011
Q-Park October 2010 - July 2011
Skills
Strategy, Communication, Microsoft Excel, Microsoft Word, Data Analysis, Sociability, Social Networking, Business, Marketing, Sales, Customer Service, Public Relations, Languages, Mobile Technology, Business Strategy, English, Microsoft Office, Market Research
Education
ESCP Europe 2013 — 2015
Master in Management Grande Ecole
Maastricht University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), International Business
Aarhus Universitet 2012 — 2012
International Exchange Program Fall 2012, Business
Lycée Louis Pasteur 2007 — 2009
Baccalauréat, Sciences Economiques et Sociales, Mention Bien
Merrill Lynch July 2015 - September 2015
Tamoco May 2014 - August 2014
Guerlain January 2013 - July 2013
Dolhem Design Shanghai July 2011 - September 2011
Q-Park October 2010 - July 2011
Skills
Strategy, Communication, Microsoft Excel, Microsoft Word, Data Analysis, Sociability, Social Networking, Business, Marketing, Sales, Customer Service, Public Relations, Languages, Mobile Technology, Business Strategy, English, Microsoft Office, Market Research
Education
ESCP Europe 2013 — 2015
Master in Management Grande Ecole
Maastricht University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), International Business
Aarhus Universitet 2012 — 2012
International Exchange Program Fall 2012, Business
Lycée Louis Pasteur 2007 — 2009
Baccalauréat, Sciences Economiques et Sociales, Mention Bien
Anil Boppudi Anil Boppudi's Merrill Lynch Experience March 2005 - April 2007
Job Director at Barclays Investment Bank
Industry Information Technology and Services
Experience
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank February 2014 - February 2015
Barclays Investment Bank December 2012 - January 2014
Barclays Investment Bank March 2011 - November 2012
Royal Bank of Canada April 2007 - March 2011
Merrill Lynch March 2005 - April 2007
First Genetic Trust October 2002 - February 2005
ADP January 2000 - September 2002
Citicorp August 1999 - January 2000
Bear Stearns October 1997 - July 1999
Skills
Strategic Planning, Application Lifecycle..., Functional..., Software Development..., Project Governance, Quality Center, Trading Systems, Electronic Trading, Test Planning, Test Management, SDLC, Fixed Income, QTP
Education
Acharya Nagarjuna University 1991 — 1995
Bachelors, Engineering
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank February 2014 - February 2015
Barclays Investment Bank December 2012 - January 2014
Barclays Investment Bank March 2011 - November 2012
Royal Bank of Canada April 2007 - March 2011
Merrill Lynch March 2005 - April 2007
First Genetic Trust October 2002 - February 2005
ADP January 2000 - September 2002
Citicorp August 1999 - January 2000
Bear Stearns October 1997 - July 1999
Skills
Strategic Planning, Application Lifecycle..., Functional..., Software Development..., Project Governance, Quality Center, Trading Systems, Electronic Trading, Test Planning, Test Management, SDLC, Fixed Income, QTP
Education
Acharya Nagarjuna University 1991 — 1995
Bachelors, Engineering
Ramakant Pisupati Ramakant Pisupati's Merrill Lynch Experience July 2004 - November 2005
Job Sr. .Net Consultant
Industry Computer Software
Experience
Resource Logistics April 2011 - Present
DTCC April 2012 - January 2014
DTCC May 2010 - June 2011
Bank of America April 2006 - March 2010
Department of Citywide Administrative Services November 2005 - April 2006
Merrill Lynch July 2004 - November 2005
Spry Resources India Pvt. Ltd November 2003 - March 2004
Data Arc Consulting Services May 2002 - October 2003
Metaminds Software Solutions January 2000 - April 2002
AGI Glaspac(An sbu of HSIL) July 1997 - December 1999
Skills
Microsoft SQL Server, .NET, ASP.NET, XML, Oracle, WCF, JavaScript, PL/SQL, C#, Visual Basic, T-SQL, WinForms, VBScript, WPF, HTML, VB.NET, Silverlight, ASP, XAML, ColdFusion, Databases, SQL, Web Services, CSS, AJAX
Education
Acharya Nagarjuna University 1993 — 1996
Bachelor of Science, Mathematics, Physics, Chemistry
Railway Mixed High School
Resource Logistics April 2011 - Present
DTCC April 2012 - January 2014
DTCC May 2010 - June 2011
Bank of America April 2006 - March 2010
Department of Citywide Administrative Services November 2005 - April 2006
Merrill Lynch July 2004 - November 2005
Spry Resources India Pvt. Ltd November 2003 - March 2004
Data Arc Consulting Services May 2002 - October 2003
Metaminds Software Solutions January 2000 - April 2002
AGI Glaspac(An sbu of HSIL) July 1997 - December 1999
Skills
Microsoft SQL Server, .NET, ASP.NET, XML, Oracle, WCF, JavaScript, PL/SQL, C#, Visual Basic, T-SQL, WinForms, VBScript, WPF, HTML, VB.NET, Silverlight, ASP, XAML, ColdFusion, Databases, SQL, Web Services, CSS, AJAX
Education
Acharya Nagarjuna University 1993 — 1996
Bachelor of Science, Mathematics, Physics, Chemistry
Railway Mixed High School
Donny Vogler (personal) Donny Vogler (personal)'s Merrill Lynch Experience August 1994 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1994 - Present
MetLife October 1991 - July 1994
Education
Texas Tech University 1984 — 1987
Abilene Christian University 1982 — 1984
Merrill Lynch August 1994 - Present
MetLife October 1991 - July 1994
Education
Texas Tech University 1984 — 1987
Abilene Christian University 1982 — 1984
Bruce Garber Bruce Garber's Merrill Lynch Experience July 2014 - Present
Job Compliance Professional
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Wells Fargo Advisors February 2014 - April 2014
PNC Investments March 2009 - November 2013
WaMu Investments December 1997 - January 2009
Great Western Financial Corp. August 1996 - December 1997
JPMorgan Chase May 1992 - July 1996
Citi November 1989 - May 1992
Shearon Lehman Hutton August 1986 - October 1988
Skills
Coaching, Strategy, Banking, Sales Management, Risk Management, Series 63, Series 7, Business Strategy, Business Development, Employee Benefits, Project Management, Insurance, Customer Service, Contract Negotiation, Public Speaking, Outlook, Talent Acquisition, Microsoft Excel, Series 24, Program Management, Sales, Mutual Funds, Employee Relations, Strategic Planning, Process Improvement, Call Center, Talent Management, Securities, Analysis, Budgets, Performance Management, Management Consulting, Time Management, Marketing, Financial Analysis, Business Analysis, New Business Development, Call Centers, Recruiting, Onboarding, Credit, Microsoft Office, Succession Planning, Leadership Development, Team Leadership, Business Process..., Leadership, Change Management, Team Building, Finance
Education
Adelphi University 1984 — 1986
Bachelors of Science, Business Administration and Management, General
Nassau Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Merrill Lynch July 2014 - Present
Wells Fargo Advisors February 2014 - April 2014
PNC Investments March 2009 - November 2013
WaMu Investments December 1997 - January 2009
Great Western Financial Corp. August 1996 - December 1997
JPMorgan Chase May 1992 - July 1996
Citi November 1989 - May 1992
Shearon Lehman Hutton August 1986 - October 1988
Skills
Coaching, Strategy, Banking, Sales Management, Risk Management, Series 63, Series 7, Business Strategy, Business Development, Employee Benefits, Project Management, Insurance, Customer Service, Contract Negotiation, Public Speaking, Outlook, Talent Acquisition, Microsoft Excel, Series 24, Program Management, Sales, Mutual Funds, Employee Relations, Strategic Planning, Process Improvement, Call Center, Talent Management, Securities, Analysis, Budgets, Performance Management, Management Consulting, Time Management, Marketing, Financial Analysis, Business Analysis, New Business Development, Call Centers, Recruiting, Onboarding, Credit, Microsoft Office, Succession Planning, Leadership Development, Team Leadership, Business Process..., Leadership, Change Management, Team Building, Finance
Education
Adelphi University 1984 — 1986
Bachelors of Science, Business Administration and Management, General
Nassau Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Patricia Van Praag's Merrill Lynch Experience January 2010 - May 2010
Job Fourth Grade Teacher at P.S. 89 Elmhurst Queens
Industry Education Management
Experience
P.S. 89 Q August 2013 - Present
The Princeton Review August 2012 - Present
Nassau BOCES May 2012 - August 2013
Valley Stream UFSD 24 September 2012 - June 2013
Adelphi University September 2012 - May 2013
Echo Design Group August 2010 - August 2011
Echo Design Group June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Fox Interactive Media June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Public Relations, Special Education, Microsoft Office, Teaching, Editing, Staff Development, Research, Higher Education, Community Outreach, Tutoring, Curriculum Development, Public Speaking, Nonprofits
Education
Adelphi University 2011 — 2013
Master of Science (M.S.), Education/Teaching of Individuals in Elementary Special Education Programs, Elementary and Special Education: Dual Certification in Inclusive Settings
Villanova University 2006 — 2010
Bachelor of Science (B.S.), Marketing
The London School of Economics and Political Science (LSE) 2008 — 2008
International Law
P.S. 89 Q August 2013 - Present
The Princeton Review August 2012 - Present
Nassau BOCES May 2012 - August 2013
Valley Stream UFSD 24 September 2012 - June 2013
Adelphi University September 2012 - May 2013
Echo Design Group August 2010 - August 2011
Echo Design Group June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Fox Interactive Media June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Public Relations, Special Education, Microsoft Office, Teaching, Editing, Staff Development, Research, Higher Education, Community Outreach, Tutoring, Curriculum Development, Public Speaking, Nonprofits
Education
Adelphi University 2011 — 2013
Master of Science (M.S.), Education/Teaching of Individuals in Elementary Special Education Programs, Elementary and Special Education: Dual Certification in Inclusive Settings
Villanova University 2006 — 2010
Bachelor of Science (B.S.), Marketing
The London School of Economics and Political Science (LSE) 2008 — 2008
International Law
Andrew Barone's Merrill Lynch Experience September 2013 - December 2013
Job Equity Finance & Delta 1 Sales at Société Générale
Industry Financial Services
Experience
Société Générale May 2015 - Present
Société Générale January 2014 - May 2015
Merrill Lynch September 2013 - December 2013
CSG Partners, LLC May 2012 - July 2012
Ironworkers Local 40 May 2011 - July 2011
Rosenthal & Rosenthal June 2010 - July 2010
Skills
Financial Modeling, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Time Management, Sales, Credit, Accounts Receivable, Bloomberg, Business Development, Series 7, Series 63
Education
Adelphi University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, GPA 3.5
Société Générale May 2015 - Present
Société Générale January 2014 - May 2015
Merrill Lynch September 2013 - December 2013
CSG Partners, LLC May 2012 - July 2012
Ironworkers Local 40 May 2011 - July 2011
Rosenthal & Rosenthal June 2010 - July 2010
Skills
Financial Modeling, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Time Management, Sales, Credit, Accounts Receivable, Bloomberg, Business Development, Series 7, Series 63
Education
Adelphi University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management, GPA 3.5
Llewelyn J. Carroll's Merrill Lynch Experience 1977 - 1980
Job Real Estate/Investment Broker based in Buenos Aires & NY for Investment in So.American Condo/GatedCommunity/Homes.
Industry Real Estate
Experience
Prudential Douglas Elliman 2010 - Present
English Proficiency for Pilots 2010 - 2012
Brown Harris Stevens March 1999 - 2010
Carroll Real Estate Group 1993 - 1999
The Corcoran Group 1989 - 1993
Morgan Stanley Smith Barney 1982 - 1985
US Trust 1980 - 1982
Merrill Lynch 1977 - 1980
Skills
Condos, Sellers, Investments, Investment Properties, Real Estate, FLuent in Spanish,..., Property
Education
Adelphi University
MBA, International Banking
La Sorbonne
French Literature
Universite Laval, Quebec, Canada
French Literature, Masters Degree in French Literature
University of Houston
B.A., French Literature, Minor in Spanish
Prudential Douglas Elliman 2010 - Present
English Proficiency for Pilots 2010 - 2012
Brown Harris Stevens March 1999 - 2010
Carroll Real Estate Group 1993 - 1999
The Corcoran Group 1989 - 1993
Morgan Stanley Smith Barney 1982 - 1985
US Trust 1980 - 1982
Merrill Lynch 1977 - 1980
Skills
Condos, Sellers, Investments, Investment Properties, Real Estate, FLuent in Spanish,..., Property
Education
Adelphi University
MBA, International Banking
La Sorbonne
French Literature
Universite Laval, Quebec, Canada
French Literature, Masters Degree in French Literature
University of Houston
B.A., French Literature, Minor in Spanish
Jamie Epps Jamie Epps's Merrill Lynch Experience May 2009 - Present
Job VP, Wealth Management Banker at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2009 - Present
Bank of America June 2000 - May 2009
Ezratty, Ezratty and Levine, LLP 1999 - 2000
Skills
Series 63, Management, Project Management, Risk Management, Portfolio Management, Investments, Strategic Financial..., Banking, Credit, Wealth Management, Financial Services, Finance
Education
Saint Paul's School of Nursing
Registered Nurse, A.A.S
Adelphi University
Hofstra University
Merrill Lynch May 2009 - Present
Bank of America June 2000 - May 2009
Ezratty, Ezratty and Levine, LLP 1999 - 2000
Skills
Series 63, Management, Project Management, Risk Management, Portfolio Management, Investments, Strategic Financial..., Banking, Credit, Wealth Management, Financial Services, Finance
Education
Saint Paul's School of Nursing
Registered Nurse, A.A.S
Adelphi University
Hofstra University
Ted (F. W.) Gerbracht Ted (F. W.) Gerbracht's Merrill Lynch Experience September 1988 - February 2000
Job Consultant and Strategic Advisor
Industry Nonprofit Organization Management
Experience
Trustees of the Estate of the Episcopal Diocese of Long Island November 2014 - Present
General Board of Examining Chaplains 2012 - Present
George Mercer, Jr. School of Theology 2007 - Present
General Theological Seminary November 2009 - October 2010
CSFB / Credit Suisse June 2000 - July 2006
Merrill Lynch September 1988 - February 2000
The Chase Manhattan Bank July 1981 - September 1988
IBM October 1967 - July 1981
Defense Information School April 1965 - October 1967
Skills
Teaching, Organizational..., Staff Development, System Administration, Coaching, Analysis, Leadership, Program Development, Budgets, Microsoft Office, Project Planning, Management Consulting, Religious Studies, Public Relations, Change Management, Consulting, Event Management, Information Technology, PowerPoint, Security, Training, Policy, Religion, Strategy, Project Management, Team Leadership, Event Planning, Customer Service, Management, Data Analysis, Microsoft Word, Administration
Education
New York University 1976 — 1993
Ph. D., History
Adelphi University 1972 — 1986
MBA
Saint John's University 1968 — 1976
MA, Asian History
Butler University 1966 — 1968
MA, History and Political Science
Dartmouth College 1960 — 1964
AB, Sociology
Trustees of the Estate of the Episcopal Diocese of Long Island November 2014 - Present
General Board of Examining Chaplains 2012 - Present
George Mercer, Jr. School of Theology 2007 - Present
General Theological Seminary November 2009 - October 2010
CSFB / Credit Suisse June 2000 - July 2006
Merrill Lynch September 1988 - February 2000
The Chase Manhattan Bank July 1981 - September 1988
IBM October 1967 - July 1981
Defense Information School April 1965 - October 1967
Skills
Teaching, Organizational..., Staff Development, System Administration, Coaching, Analysis, Leadership, Program Development, Budgets, Microsoft Office, Project Planning, Management Consulting, Religious Studies, Public Relations, Change Management, Consulting, Event Management, Information Technology, PowerPoint, Security, Training, Policy, Religion, Strategy, Project Management, Team Leadership, Event Planning, Customer Service, Management, Data Analysis, Microsoft Word, Administration
Education
New York University 1976 — 1993
Ph. D., History
Adelphi University 1972 — 1986
MBA
Saint John's University 1968 — 1976
MA, Asian History
Butler University 1966 — 1968
MA, History and Political Science
Dartmouth College 1960 — 1964
AB, Sociology
Andrew Butt Andrew Butt's Merrill Lynch Experience May 2010 - August 2010
Job Recruiting @ Squarespace
Industry Internet
Experience
Squarespace December 2014 - Present
Squarespace January 2014 - December 2014
Healthplex, Inc. May 2012 - December 2013
TJX August 2008 - July 2012
Citi May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Recruiting, Outlook, Customer Service, Cold Calling, Social Media, Sourcing, Onboarding, Retail, Payroll, Sales, Employee Benefits, Human Resources
Education
Adelphi University
Bachelor’s Degree, Management
Squarespace December 2014 - Present
Squarespace January 2014 - December 2014
Healthplex, Inc. May 2012 - December 2013
TJX August 2008 - July 2012
Citi May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Recruiting, Outlook, Customer Service, Cold Calling, Social Media, Sourcing, Onboarding, Retail, Payroll, Sales, Employee Benefits, Human Resources
Education
Adelphi University
Bachelor’s Degree, Management
Ram Challagandla's Merrill Lynch Experience October 2012 - Present
Job Sr. Consultant at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch October 2012 - Present
NTT DATA October 2012 - Present
Cognizant Technology Solutions May 2012 - October 2012
Morgan Stanley Smith Barney August 2010 - May 2012
Wipro Technologies July 2005 - May 2012
Wipro Technologies February 2008 - August 2010
Wipro Technologies February 2007 - February 2008
Wipro Technologies November 2005 - December 2006
Wipro Technologies December 2004 - October 2005
Skills
.NET, WCF, NHibernate, Log4Net, ASP.NET
Education
Andhra University 2002 — 2005
MCA, Computers
Acharya Nagarjuna University 1999 — 2002
BCA, Computer Applications
Merrill Lynch October 2012 - Present
NTT DATA October 2012 - Present
Cognizant Technology Solutions May 2012 - October 2012
Morgan Stanley Smith Barney August 2010 - May 2012
Wipro Technologies July 2005 - May 2012
Wipro Technologies February 2008 - August 2010
Wipro Technologies February 2007 - February 2008
Wipro Technologies November 2005 - December 2006
Wipro Technologies December 2004 - October 2005
Skills
.NET, WCF, NHibernate, Log4Net, ASP.NET
Education
Andhra University 2002 — 2005
MCA, Computers
Acharya Nagarjuna University 1999 — 2002
BCA, Computer Applications
Srini Thotakura Srini Thotakura's Merrill Lynch Experience October 2004 - July 2008
Job Senior Technical Professional
Industry Government Administration
Experience
Commonwealth of Massachusetts June 2012 - Present
Thomson Reuters June 2009 - May 2012
TATA Communications Ltd. (fka VSNL) August 2008 - April 2009
Merrill Lynch October 2004 - July 2008
Net Results Intl Inc December 2002 - September 2004
Storability September 2001 - November 2002
Navisite September 2000 - August 2001
JKC College April 1993 - January 1999
Skills
ITIL, Enterprise Architecture, SOA, Systems Engineering, Tivoli Provisioning..., Disaster Recovery, Weblogic Administration, Data Center, IT Strategy, Vendor Management, Service Delivery, Release Management, VSphere 4.x /5.x, Cloud Computing, Big Data, SDLC
Education
Microsoft Corporation 2006 — 2007
MCSE 2003, Microsoft Certified Systems Engineer
Hofstra University 2003 — 2004
Graduate Certificate, Enterpreneurship in Business Development
Nagarjuna University 1988 — 1990
Master's degree, English Language and Literature
Commonwealth of Massachusetts June 2012 - Present
Thomson Reuters June 2009 - May 2012
TATA Communications Ltd. (fka VSNL) August 2008 - April 2009
Merrill Lynch October 2004 - July 2008
Net Results Intl Inc December 2002 - September 2004
Storability September 2001 - November 2002
Navisite September 2000 - August 2001
JKC College April 1993 - January 1999
Skills
ITIL, Enterprise Architecture, SOA, Systems Engineering, Tivoli Provisioning..., Disaster Recovery, Weblogic Administration, Data Center, IT Strategy, Vendor Management, Service Delivery, Release Management, VSphere 4.x /5.x, Cloud Computing, Big Data, SDLC
Education
Microsoft Corporation 2006 — 2007
MCSE 2003, Microsoft Certified Systems Engineer
Hofstra University 2003 — 2004
Graduate Certificate, Enterpreneurship in Business Development
Nagarjuna University 1988 — 1990
Master's degree, English Language and Literature
Brett Eisenberg Brett Eisenberg's Merrill Lynch Experience May 2002 - August 2002
Job Executive Director at Bronx Independent Living Services
Industry Nonprofit Organization Management
Experience
Bronx Independent Living Services March 2009 - Present
National Business and Disability Council May 2008 - March 2009
AIG April 2007 - May 2008
AIG June 2006 - March 2007
Merrill Lynch Trust Company May 2004 - August 2004
Merrill Lynch May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Merrill Lynch May 1999 - August 1999
Skills
Facilitators, Public Speaking, Policy, Fundraising, Non-profits, Strategic Planning, Organizational..., Insurance, Leadership Development, Nonprofits, Community Outreach, Leadership, Government, Grant Writing, Public Policy, Program Development, Volunteer Management, Policy Analysis, Budgets, Strategy, Program Management, Recruiting, Analysis, Facilitation, Human Resources, Management, Proposal Writing, Time Management, Workshop Facilitation, Staff Development, Customer Service, Training, Event Planning, Community Development
Education
Nova Southeastern University 2004 — 2005
Bachelors of Science Degree, Accounting and Management
Baruch College, City University of New York (CUNY) 2001 — 2002
Management
Adelphi University 1999 — 2001
Accounting and Economics
Henry Viscardi School 1986 — 1999
Bronx Independent Living Services March 2009 - Present
National Business and Disability Council May 2008 - March 2009
AIG April 2007 - May 2008
AIG June 2006 - March 2007
Merrill Lynch Trust Company May 2004 - August 2004
Merrill Lynch May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Merrill Lynch May 1999 - August 1999
Skills
Facilitators, Public Speaking, Policy, Fundraising, Non-profits, Strategic Planning, Organizational..., Insurance, Leadership Development, Nonprofits, Community Outreach, Leadership, Government, Grant Writing, Public Policy, Program Development, Volunteer Management, Policy Analysis, Budgets, Strategy, Program Management, Recruiting, Analysis, Facilitation, Human Resources, Management, Proposal Writing, Time Management, Workshop Facilitation, Staff Development, Customer Service, Training, Event Planning, Community Development
Education
Nova Southeastern University 2004 — 2005
Bachelors of Science Degree, Accounting and Management
Baruch College, City University of New York (CUNY) 2001 — 2002
Management
Adelphi University 1999 — 2001
Accounting and Economics
Henry Viscardi School 1986 — 1999
Bruce Garver Bruce Garver's Merrill Lynch Experience 1975 - 1980
Job
Industry Capital Markets
Experience
The Garver Group January 2005 - Present
Eternaone LLC August 2014 - October 2014
McNEILL GROUP September 2007 - June 2013
Simple Solutions Group January 2006 - January 2013
Jefferies & Company June 1997 - October 2005
Citibank 1990 - 1997
KDGE Radio 1987 - 1993
Drexel Burnham Lambert 1983 - 1990
Merrill Lynch 1975 - 1980
Skills
Lifestyle Coaching, Executive Coaching, Mergers, Private Equity, Bonds, Team Leadership, Referrals, Business Reference, Capital Markets, Teamwork, Alternative Investments, Entrepreneurship, Strategy, Executive Development, IPO, Management Consulting, Mergers & Acquisitions, Consulting, Hedge Funds, Strategic Planning, Corporate Development, Emerging Markets, Leadership Development, Start-ups, Venture Capital, Management, Leadership, Restructuring, Executive Management, Finance, Private Placements, Capital, Investor Relations
Education
Landmark 2006 — 2007
Transformational Behavior, Coaching
Adelphi University 1971 — 1974
MBA, Marketing, Finance
Fairleigh Dickinson University 1966 — 1970
BS, Marketing
The Garver Group January 2005 - Present
Eternaone LLC August 2014 - October 2014
McNEILL GROUP September 2007 - June 2013
Simple Solutions Group January 2006 - January 2013
Jefferies & Company June 1997 - October 2005
Citibank 1990 - 1997
KDGE Radio 1987 - 1993
Drexel Burnham Lambert 1983 - 1990
Merrill Lynch 1975 - 1980
Skills
Lifestyle Coaching, Executive Coaching, Mergers, Private Equity, Bonds, Team Leadership, Referrals, Business Reference, Capital Markets, Teamwork, Alternative Investments, Entrepreneurship, Strategy, Executive Development, IPO, Management Consulting, Mergers & Acquisitions, Consulting, Hedge Funds, Strategic Planning, Corporate Development, Emerging Markets, Leadership Development, Start-ups, Venture Capital, Management, Leadership, Restructuring, Executive Management, Finance, Private Placements, Capital, Investor Relations
Education
Landmark 2006 — 2007
Transformational Behavior, Coaching
Adelphi University 1971 — 1974
MBA, Marketing, Finance
Fairleigh Dickinson University 1966 — 1970
BS, Marketing
Chris Betz's Merrill Lynch Experience July 2011 - May 2013
Job FinTech Entrepreneur, Advisor, Consultant
Industry Capital Markets
Experience
element22 August 2015 - Present
Alpha Pipe Inc. May 2013 - Present
Noble Markets LLC May 2014 - August 2015
Strevus November 2013 - April 2014
Merrill Lynch July 2011 - May 2013
element22 May 2010 - July 2011
CapIntro Inc. August 2005 - March 2011
Provident Group / Longship Capital Management October 2003 - May 2006
Windsor Asset Services July 2002 - September 2003
Deutsche Bank May 2001 - June 2002
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Equity Research, Financial Markets, Fixed Income, Financial Services, Investment Banking, Startup Development, Business Relationship..., Investments, Trading, SaaS, Equity Capital Markets, Private Equity, Relationship Management, Enterprise Content..., Information Architecture, Strategic Consulting, Capital, Research, Online Marketplace, Capital Introduction, Research Distribution, Marketing Research, Distribution Strategies, Marketing & Sales, Corporate Social Media, Data Standards, Social CRM, Strategy, LEI, Start-ups, Management
Education
Adelphi University 1984 — 1987
MBA
Saint Anselm College 1979 — 1983
BA
element22 August 2015 - Present
Alpha Pipe Inc. May 2013 - Present
Noble Markets LLC May 2014 - August 2015
Strevus November 2013 - April 2014
Merrill Lynch July 2011 - May 2013
element22 May 2010 - July 2011
CapIntro Inc. August 2005 - March 2011
Provident Group / Longship Capital Management October 2003 - May 2006
Windsor Asset Services July 2002 - September 2003
Deutsche Bank May 2001 - June 2002
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Equity Research, Financial Markets, Fixed Income, Financial Services, Investment Banking, Startup Development, Business Relationship..., Investments, Trading, SaaS, Equity Capital Markets, Private Equity, Relationship Management, Enterprise Content..., Information Architecture, Strategic Consulting, Capital, Research, Online Marketplace, Capital Introduction, Research Distribution, Marketing Research, Distribution Strategies, Marketing & Sales, Corporate Social Media, Data Standards, Social CRM, Strategy, LEI, Start-ups, Management
Education
Adelphi University 1984 — 1987
MBA
Saint Anselm College 1979 — 1983
BA
Adnan Moghul's Merrill Lynch Experience May 2000 - August 2000
Job Manager Financial Operations (Digital Media & Business Development Division The Globe And Mail) CTVglobemedia
Industry Executive Office
Experience
CTVglobemedia May 2007 - Present
Home Depot Canada August 2006 - April 2007
British Petroleum January 2006 - July 2006
British Petroleum April 2004 - December 2005
IBM March 2003 - March 2004
Bell Canada February 2002 - February 2003
Citibank Canada May 2001 - January 2002
Merrill Lynch May 2000 - August 2000
Education
Canadian Securities Institute (CSI) 2006 — 2006
Certification, Canadian Securities & Risk Management Courses
Certified Information Systems Auditor (CISA) 2006 — 2006
Certification, Certified information Systems Auditor (CISA)
Cornell University - Johnson Graduate School of Management 2005 — 2006
MBA, Strategic Financial Management
Chartered Financial Analyst (CFA) 2003 — 2005
Designation, Chartered Financial Analyst (CFA)
Certified Production & Inventory Management (CPIM) 2004 — 2004
Certification, Certified Production & Inventory Management (CPIM)
Acadia University 1998 — 2002
BBA, Financial Management & Management Information Systems
CTVglobemedia May 2007 - Present
Home Depot Canada August 2006 - April 2007
British Petroleum January 2006 - July 2006
British Petroleum April 2004 - December 2005
IBM March 2003 - March 2004
Bell Canada February 2002 - February 2003
Citibank Canada May 2001 - January 2002
Merrill Lynch May 2000 - August 2000
Education
Canadian Securities Institute (CSI) 2006 — 2006
Certification, Canadian Securities & Risk Management Courses
Certified Information Systems Auditor (CISA) 2006 — 2006
Certification, Certified information Systems Auditor (CISA)
Cornell University - Johnson Graduate School of Management 2005 — 2006
MBA, Strategic Financial Management
Chartered Financial Analyst (CFA) 2003 — 2005
Designation, Chartered Financial Analyst (CFA)
Certified Production & Inventory Management (CPIM) 2004 — 2004
Certification, Certified Production & Inventory Management (CPIM)
Acadia University 1998 — 2002
BBA, Financial Management & Management Information Systems
Jim Solan's Merrill Lynch Experience May 1988 - February 2007
Job Release Manager at D&B and Owner, TSS Photography
Industry Information Technology and Services
Experience
D&B March 2007 - Present
Dun & Bradstreet 2007 - Present
TSS Photography March 2006 - Present
Merrill Lynch May 1988 - February 2007
Skills
Photography, Release Management, SDLC, IT Management, Management, Requirements Analysis, Software Project..., Agile Project Management
Education
Academy of Art University 2004 — 2006
Arts
D&B March 2007 - Present
Dun & Bradstreet 2007 - Present
TSS Photography March 2006 - Present
Merrill Lynch May 1988 - February 2007
Skills
Photography, Release Management, SDLC, IT Management, Management, Requirements Analysis, Software Project..., Agile Project Management
Education
Academy of Art University 2004 — 2006
Arts
Christian Tully's Merrill Lynch Experience 2002 - 2005
Job Institutional Broker at GFI
Industry Financial Services
Experience
GFI September 2002 - Present
Merrill Lynch 2002 - 2005
Merrill Lynch 2002 - 2005
Education
Siena College 1994 — 1998
Finance
Adelphi University
GFI September 2002 - Present
Merrill Lynch 2002 - 2005
Merrill Lynch 2002 - 2005
Education
Siena College 1994 — 1998
Finance
Adelphi University
Diane Young's Merrill Lynch Experience 1986 - 1996
Job Vice President, Brokerage Marketing at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial 2012 - 2015
Kapstone Consultants 2010 - 2012
TD Ameritrade 2005 - 2010
Mellon Financial Corporation 2002 - 2005
Morgan Stanley 1996 - 2001
Merrill Lynch 1986 - 1996
Skills
Marketing Strategy, Wealth Management, Series 7, Series 63, Retirement Planning, Strategy, Financial Advisory, Portfolio Management, Product Marketing, Mutual Funds, Risk Management, Business Development, Equities, Financial Services, Financial Modeling, Marketing, Retirement, Asset Management, Strategic Financial..., Investments, Leadership, FINRA, Securities, Asset Allocation, Financial Planning, Series 24, Banking
Education
Adelphi University
BA, Political Science
E*TRADE Financial 2012 - 2015
Kapstone Consultants 2010 - 2012
TD Ameritrade 2005 - 2010
Mellon Financial Corporation 2002 - 2005
Morgan Stanley 1996 - 2001
Merrill Lynch 1986 - 1996
Skills
Marketing Strategy, Wealth Management, Series 7, Series 63, Retirement Planning, Strategy, Financial Advisory, Portfolio Management, Product Marketing, Mutual Funds, Risk Management, Business Development, Equities, Financial Services, Financial Modeling, Marketing, Retirement, Asset Management, Strategic Financial..., Investments, Leadership, FINRA, Securities, Asset Allocation, Financial Planning, Series 24, Banking
Education
Adelphi University
BA, Political Science
Kathleen Cleary's Merrill Lynch Experience July 1997 - April 2000
Job Horticulture Student
Industry Environmental Services
Experience
Accenture January 2008 - December 2013
Advanced Acoustic Concepts October 2002 - December 2007
Citibank April 2001 - September 2002
Merrill Lynch July 1997 - April 2000
Skills
Contract Management, Contract Negotiation, RFP, Compliance, Vendor Management, Proposal Writing, Government, Integration, IT Outsourcing, Negotiation, Procurement, Management, Risk Management
Education
Farmingdale State University of New York 2014 — 2016
Bachelor of Technology (B.Tech.), Horticulture
Adelphi University 1987 — 1989
BBA, Business Management
Accenture January 2008 - December 2013
Advanced Acoustic Concepts October 2002 - December 2007
Citibank April 2001 - September 2002
Merrill Lynch July 1997 - April 2000
Skills
Contract Management, Contract Negotiation, RFP, Compliance, Vendor Management, Proposal Writing, Government, Integration, IT Outsourcing, Negotiation, Procurement, Management, Risk Management
Education
Farmingdale State University of New York 2014 — 2016
Bachelor of Technology (B.Tech.), Horticulture
Adelphi University 1987 — 1989
BBA, Business Management
Mike Moreback's Merrill Lynch Experience August 1998 - January 2000
Job Senior Compliance Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
Citi August 2013 - September 2014
Credit Suisse September 2011 - August 2013
Deutsche Bank February 2007 - August 2011
Bank of America June 2003 - January 2007
UBS April 2000 - June 2003
Merrill Lynch August 1998 - January 2000
Skills
Series 24, Securities, Series 7, Supervisory Skills, Investigations, Compliance Management, Compliance Audits, Options, Financial Services, Mutual Funds, Wealth Management, Investments, Financial Regulation, Trading, Wealth Management..., Cash Management, Finance, Investment Management
Education
Adelphi University 1996 — 1998
MSW, Social Work
State University of New York at Buffalo 1992 — 1996
BS, Psychology
Credit Suisse September 2014 - Present
Citi August 2013 - September 2014
Credit Suisse September 2011 - August 2013
Deutsche Bank February 2007 - August 2011
Bank of America June 2003 - January 2007
UBS April 2000 - June 2003
Merrill Lynch August 1998 - January 2000
Skills
Series 24, Securities, Series 7, Supervisory Skills, Investigations, Compliance Management, Compliance Audits, Options, Financial Services, Mutual Funds, Wealth Management, Investments, Financial Regulation, Trading, Wealth Management..., Cash Management, Finance, Investment Management
Education
Adelphi University 1996 — 1998
MSW, Social Work
State University of New York at Buffalo 1992 — 1996
BS, Psychology
Alice J. Curtis's Merrill Lynch Experience 1999 - Present
Job VP/Regional Market Data ManagerHSBC
Industry Financial Services
Experience
HSBC November 1999 - Present
HSBC Alternative Fund Services November 1999 - Present
Deutsche Bank 1999 - Present
Merrill Lynch 1999 - Present
Merrill Lynch April 1990 - November 1999
Education
Adelphi University 2004 — 2007
Business Mgmt & Communications
HSBC November 1999 - Present
HSBC Alternative Fund Services November 1999 - Present
Deutsche Bank 1999 - Present
Merrill Lynch 1999 - Present
Merrill Lynch April 1990 - November 1999
Education
Adelphi University 2004 — 2007
Business Mgmt & Communications
Joanne Casey's Merrill Lynch Experience May 1998 - December 2013
Job Vice President at KKR
Industry Financial Services
Experience
KKR December 2013 - Present
Merrill Lynch May 1998 - December 2013
Skills
Series 7, Equities, Investments, Derivatives, Bloomberg
Education
Adelphi University 1995 — 1999
KKR December 2013 - Present
Merrill Lynch May 1998 - December 2013
Skills
Series 7, Equities, Investments, Derivatives, Bloomberg
Education
Adelphi University 1995 — 1999
Joanne Henry's Merrill Lynch Experience February 1995 - February 2002
Job Manager, Community Relations & Marketing at TD Canada Trust GTA Region
Industry Events Services
Experience
TD Canada Trust - GTA Region June 2014 - Present
TD Bank Group March 2009 - June 2014
JCH Events August 2007 - March 2009
AGF Management October 2002 - August 2007
Toronto Blue Jays January 2002 - October 2002
Merrill Lynch February 1995 - February 2002
Skills
Event Management, Event Planning, Management, Sponsorship, Marketing, Project Management, Budgets, Hotels, Strategic Planning, Team Building, Public Relations, Product Marketing, Contract Negotiation, Vendor Management, Leadership, Strategy, Corporate Events, Coaching, Project Planning, Marketing Communications, Teamwork, Marketing Strategy, Investments, Creative Direction, Creative Solutions, Event Producing, Operating Budgets, Budget Reconciliation, Budget Forecasts, Corporate Communications
Education
Acadia University 1989 — 1992
BA, International Relations
TD Canada Trust - GTA Region June 2014 - Present
TD Bank Group March 2009 - June 2014
JCH Events August 2007 - March 2009
AGF Management October 2002 - August 2007
Toronto Blue Jays January 2002 - October 2002
Merrill Lynch February 1995 - February 2002
Skills
Event Management, Event Planning, Management, Sponsorship, Marketing, Project Management, Budgets, Hotels, Strategic Planning, Team Building, Public Relations, Product Marketing, Contract Negotiation, Vendor Management, Leadership, Strategy, Corporate Events, Coaching, Project Planning, Marketing Communications, Teamwork, Marketing Strategy, Investments, Creative Direction, Creative Solutions, Event Producing, Operating Budgets, Budget Reconciliation, Budget Forecasts, Corporate Communications
Education
Acadia University 1989 — 1992
BA, International Relations
Cristina Condulescu's Merrill Lynch Experience December 2006 - Present
Job Registered Senior CA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance
Academia de Studii Economice din București 1998 — 2002
Tourism Business, Commerce
Merrill Lynch December 2006 - Present
Education
The University of Connecticut School of Business 2005 — 2007
MBA, Finance
Academia de Studii Economice din București 1998 — 2002
Tourism Business, Commerce
Brian Martschinske's Merrill Lynch Experience 1998 - 2002
Job Sr. Client Relations Specialist at Pensco
Industry Financial Services
Experience
Pensco March 2012 - Present
PENSCO Trust Company 2012 - 2015
PENSCO Trust Company March 2012 - November 2012
Fiserv Trust Company July 2002 - March 2012
Lincoln Trust Company (formerly Fiserv Investment Support Services) January 2002 - March 2012
Fiserv ISS 2002 - 2009
Merrill Lynch 1998 - 2002
Skills
Mutual Funds, Securities, Financial Services, Investments, Series 7, Banking, Process Improvement, Business Analysis, Risk Management, 401k, Finance, Project Management, Vendor Management, Asset Managment, Insurance, Visio, Alternative Investments, Wealth Management
Education
Adams State College 1986 — 1990
BA, Speech Communications/Theater
Lake County High School 1983 — 1986
Pensco March 2012 - Present
PENSCO Trust Company 2012 - 2015
PENSCO Trust Company March 2012 - November 2012
Fiserv Trust Company July 2002 - March 2012
Lincoln Trust Company (formerly Fiserv Investment Support Services) January 2002 - March 2012
Fiserv ISS 2002 - 2009
Merrill Lynch 1998 - 2002
Skills
Mutual Funds, Securities, Financial Services, Investments, Series 7, Banking, Process Improvement, Business Analysis, Risk Management, 401k, Finance, Project Management, Vendor Management, Asset Managment, Insurance, Visio, Alternative Investments, Wealth Management
Education
Adams State College 1986 — 1990
BA, Speech Communications/Theater
Lake County High School 1983 — 1986
Praveen Kondai's Merrill Lynch Experience 2002 - 2006
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Citi Group 2011 - 2015
Citi Group 2011 - 2015
Citi Group 2011 - 2015
Merrill Lynch 2002 - 2006
Education
New Jersey Institute of Technology 1991 — 1993
MS, Computer Information Systems
Acharya Nagarjuna University 1984 — 1988
BTech, Electronics & Communication Engg
Citi Group 2011 - 2015
Citi Group 2011 - 2015
Citi Group 2011 - 2015
Merrill Lynch 2002 - 2006
Education
New Jersey Institute of Technology 1991 — 1993
MS, Computer Information Systems
Acharya Nagarjuna University 1984 — 1988
BTech, Electronics & Communication Engg
Erik Kuijlaars's Merrill Lynch Experience August 1995 - March 2001
Job Vice President at BNY Mellon
Industry Investment Management
Experience
Bank of New York Mellon - Dreyfus March 2014 - Present
UBS Global Asset Management July 2007 - March 2014
Morgan Stanley Investment Management August 2005 - July 2007
UBS Global Asset Management September 2002 - August 2005
Computershare, Inc March 2001 - September 2002
Merrill Lynch August 1995 - March 2001
Skills
Asset Managment, Mutual Funds, Alternative Investments, Investment Management, Series 7, Wealth Management, Fixed Income, Equities, Portfolio Management, Asset Management, Investment Strategies, Market Research, Product Management, Asset Allocation, Capital Markets, Due Diligence, Financial Services, Wealth Management..., Risk Management, Hedge Funds, Emerging Markets, Fund Of Funds, Financial Markets, FINRA, ETFs, Investment Advisory, Valuation, Securities, Series 63, Separately Managed..., Institutional..., Financial Analysis, Series 24, Investments, Relationship Management
Education
Adelphi University 1994 — 1995
MS, Banking & Money Mangement
Adelphi University 1991 — 1994
MBA, Finance
Fordham University 1987 — 1991
BA, Political Science/Economics
Bank of New York Mellon - Dreyfus March 2014 - Present
UBS Global Asset Management July 2007 - March 2014
Morgan Stanley Investment Management August 2005 - July 2007
UBS Global Asset Management September 2002 - August 2005
Computershare, Inc March 2001 - September 2002
Merrill Lynch August 1995 - March 2001
Skills
Asset Managment, Mutual Funds, Alternative Investments, Investment Management, Series 7, Wealth Management, Fixed Income, Equities, Portfolio Management, Asset Management, Investment Strategies, Market Research, Product Management, Asset Allocation, Capital Markets, Due Diligence, Financial Services, Wealth Management..., Risk Management, Hedge Funds, Emerging Markets, Fund Of Funds, Financial Markets, FINRA, ETFs, Investment Advisory, Valuation, Securities, Series 63, Separately Managed..., Institutional..., Financial Analysis, Series 24, Investments, Relationship Management
Education
Adelphi University 1994 — 1995
MS, Banking & Money Mangement
Adelphi University 1991 — 1994
MBA, Finance
Fordham University 1987 — 1991
BA, Political Science/Economics
Geeta Appana's Merrill Lynch Experience October 2005 - July 2007
Job Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase November 2012 - Present
MetLife Bank N.A. May 2011 - October 2012
PMG November 2007 - April 2009
Merrill Lynch October 2005 - July 2007
KPMG July 2005 - October 2005
Skills
SDLC, Microsoft SQL Server, SQL, Requirements Analysis, Web Applications, Agile Methodologies, Business Analysis, ETL, Business Intelligence, Software Project..., Data Warehousing, Informatica, SOA, Enterprise Architecture, DB2
Education
New Jersey Institute of Technology 2001 — 2003
M.S, Computer Sciences
Acharya Nagarjuna University 1996 — 2000
B.Tech, Computer Sciences
JPMorgan Chase November 2012 - Present
MetLife Bank N.A. May 2011 - October 2012
PMG November 2007 - April 2009
Merrill Lynch October 2005 - July 2007
KPMG July 2005 - October 2005
Skills
SDLC, Microsoft SQL Server, SQL, Requirements Analysis, Web Applications, Agile Methodologies, Business Analysis, ETL, Business Intelligence, Software Project..., Data Warehousing, Informatica, SOA, Enterprise Architecture, DB2
Education
New Jersey Institute of Technology 2001 — 2003
M.S, Computer Sciences
Acharya Nagarjuna University 1996 — 2000
B.Tech, Computer Sciences
Bob D'Orio's Merrill Lynch Experience 2007 - 2008
Job Director of Operations at Hudson Bay Capital
Industry Investment Banking
Experience
Hudson Bay Capital January 2009 - Present
Diamond Lake Investment Group March 2008 - August 2008
Merrill Lynch HFIS 2007 - 2008
Merrill Lynch 2007 - 2008
Amaranth 2004 - 2006
Paloma Partners 1996 - 2004
Paloma Partners Management Company 1996 - 2003
JPMorgan Chase 1991 - 1996
Education
Adelphi University
Hudson Bay Capital January 2009 - Present
Diamond Lake Investment Group March 2008 - August 2008
Merrill Lynch HFIS 2007 - 2008
Merrill Lynch 2007 - 2008
Amaranth 2004 - 2006
Paloma Partners 1996 - 2004
Paloma Partners Management Company 1996 - 2003
JPMorgan Chase 1991 - 1996
Education
Adelphi University
Suneetha Guddanti's Merrill Lynch Experience 2007 - Present
Job Senior Data warehouse Developer
Industry Computer Software
Experience
Bank of America December 2008 - Present
First Franklin March 2007 - Present
Merrill Lynch 2007 - Present
First Franklin Financial Corp, A Merrill Lynch Bank & Trust Comapany 2007 - Present
First Franklin Financial Corporation 2007 - Present
Merrill Lynch Bank and Trust Co. 2007 - Present
Skills
Data Warehousing, Microsoft SQL Server, ETL, Oracle, System Administration, Data Warehouse..., Disaster Recovery, SDLC, SQL, Requirements Analysis, Business Intelligence, Unix, Enterprise Architecture, Informatica, Data Modeling, Unix Shell Scripting
Education
Nagarjuna University 2000 — 2003
MCA, Computers
Bank of America December 2008 - Present
First Franklin March 2007 - Present
Merrill Lynch 2007 - Present
First Franklin Financial Corp, A Merrill Lynch Bank & Trust Comapany 2007 - Present
First Franklin Financial Corporation 2007 - Present
Merrill Lynch Bank and Trust Co. 2007 - Present
Skills
Data Warehousing, Microsoft SQL Server, ETL, Oracle, System Administration, Data Warehouse..., Disaster Recovery, SDLC, SQL, Requirements Analysis, Business Intelligence, Unix, Enterprise Architecture, Informatica, Data Modeling, Unix Shell Scripting
Education
Nagarjuna University 2000 — 2003
MCA, Computers
Igor Yatsenko's Merrill Lynch Experience April 2007 - April 2009
Job AVP at Bank of America Merrill Lynch
Industry Investment Banking
Experience
AVP - LATAM Middle Office - Bank of America Merrill Lynch June 2012 - Present
LATAM Middle Office - Bank of America Merrill Lynch April 2009 - June 2012
Merrill Lynch April 2007 - April 2009
Citi October 2005 - April 2007
Citigroup Global Corporate and Investment Bank October 2005 - April 2007
Skills
Middle Office, Derivatives, Emerging Markets
Education
Adelphi University 1999 — 2003
Adelphi University
B S, Finance
AVP - LATAM Middle Office - Bank of America Merrill Lynch June 2012 - Present
LATAM Middle Office - Bank of America Merrill Lynch April 2009 - June 2012
Merrill Lynch April 2007 - April 2009
Citi October 2005 - April 2007
Citigroup Global Corporate and Investment Bank October 2005 - April 2007
Skills
Middle Office, Derivatives, Emerging Markets
Education
Adelphi University 1999 — 2003
Adelphi University
B S, Finance
Joe Albano's Merrill Lynch Experience September 1991 - December 1999
Job Senior Clinical Specialist at Medtronic
Industry Medical Devices
Experience
Medtronic April 2009 - Present
Medtronic October 2007 - April 2009
Medtronic September 2006 - 2007
Guidant September 2005 - September 2006
TaxPro Financial Network, Inc September 2003 - August 2005
Credit Suisse First Boston March 1999 - July 2003
Merrill Lynch September 1991 - December 1999
Skills
Pacemakers, Medical Devices, Defibrillator, Medical Sales, Cardiology
Education
Adelphi University 1990 — 1991
MBA, Finance & Investments
State University of New York College at Oswego 1985 — 1989
BS, Business Administration
Medtronic April 2009 - Present
Medtronic October 2007 - April 2009
Medtronic September 2006 - 2007
Guidant September 2005 - September 2006
TaxPro Financial Network, Inc September 2003 - August 2005
Credit Suisse First Boston March 1999 - July 2003
Merrill Lynch September 1991 - December 1999
Skills
Pacemakers, Medical Devices, Defibrillator, Medical Sales, Cardiology
Education
Adelphi University 1990 — 1991
MBA, Finance & Investments
State University of New York College at Oswego 1985 — 1989
BS, Business Administration
Bridget Lavell's Merrill Lynch Experience 1985 - 2000
Job Vice President at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase June 2001 - Present
JPMorgan Chase 2000 - Present
Chase Home Finance 2000 - Present
JP Morgan Chase 2000 - Present
Merrill Lynch 1985 - 2000
Merrill Lynch Credit Corporation 1985 - 2000
Skills
Business Analysis, Financial Risk, Mortgage Lending, Financial Services, Loans, Credit, Mortgage Banking, Loan Origination, Banking, Underwriting, Team Building, Risk Management, Portfolio Management, Residential Mortgages, Relationship Management, Process Improvement, Credit Analysis
Education
Adelphi University
JPMorgan Chase June 2001 - Present
JPMorgan Chase 2000 - Present
Chase Home Finance 2000 - Present
JP Morgan Chase 2000 - Present
Merrill Lynch 1985 - 2000
Merrill Lynch Credit Corporation 1985 - 2000
Skills
Business Analysis, Financial Risk, Mortgage Lending, Financial Services, Loans, Credit, Mortgage Banking, Loan Origination, Banking, Underwriting, Team Building, Risk Management, Portfolio Management, Residential Mortgages, Relationship Management, Process Improvement, Credit Analysis
Education
Adelphi University
Alan Weinstein's Merrill Lynch Experience 2005 - 2008
Job Project Manager Legal & Compliance Matter Management System at JP Morgan Chase
Industry Legal Services
Experience
JP Morgan Chase December 2009 - Present
AIG September 2008 - November 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 2002 - 2005
Skills
Access, Data Analysis, Databases, Testing, Training, Financial Services, Management, Risk Management, SDLC, Security, Financial Analysis, Process Improvement
Education
Adelphi University 1984 — 1990
Bachelor of Science, Computer Science
JP Morgan Chase December 2009 - Present
AIG September 2008 - November 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 2002 - 2005
Skills
Access, Data Analysis, Databases, Testing, Training, Financial Services, Management, Risk Management, SDLC, Security, Financial Analysis, Process Improvement
Education
Adelphi University 1984 — 1990
Bachelor of Science, Computer Science
Madhavi Chakka's Merrill Lynch Experience June 2006 - December 2006
Job Senior Investment Management Compliance Officer
Industry Financial Services
Experience
Cohen & Steers March 2014 - Present
JP Morgan Asset Management August 2011 - February 2014
BofA Merrill Lynch November 2009 - August 2011
JP Morgan Asset Management January 2009 - October 2009
Legg Mason January 2007 - December 2008
Merrill Lynch June 2006 - December 2006
Sask Learning May 2003 - July 2005
Skills
Fixed Income, Business Analysis, SDLC, Equities, Hedge Funds, Securities, Portfolio Management, Asset Management, Derivatives, Investment Banking, Charles River IMS, Longview, Latent Zero, BlackRock Aladdin, Eze Castle
Education
American University in London
Masters, Information Systems
Nagarjuna University
Master's degree, Economics
Cohen & Steers March 2014 - Present
JP Morgan Asset Management August 2011 - February 2014
BofA Merrill Lynch November 2009 - August 2011
JP Morgan Asset Management January 2009 - October 2009
Legg Mason January 2007 - December 2008
Merrill Lynch June 2006 - December 2006
Sask Learning May 2003 - July 2005
Skills
Fixed Income, Business Analysis, SDLC, Equities, Hedge Funds, Securities, Portfolio Management, Asset Management, Derivatives, Investment Banking, Charles River IMS, Longview, Latent Zero, BlackRock Aladdin, Eze Castle
Education
American University in London
Masters, Information Systems
Nagarjuna University
Master's degree, Economics
Andrew Michaels's Merrill Lynch Experience 2004 - 2007
Job Vice President Operations Manager at JP Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
JP Morgan Chase January 2008 - February 2014
Merrill Lynch 2004 - 2007
Skills
Banking, Financial Services, Risk Management, Vendor Management, Portfolio Management, Process Improvement, Alternative Investments, Asset Managment, Business Analysis, Business Process..., Business Relationship..., Change Management, Customer Satisfaction, Customer Service, Data Analysis, Equities, Financial Analysis, Financial Reporting, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Management, Mutual Funds, Outlook, PowerPoint, Process Engineering, Project Management, Relationship Management, SDLC, Securities, Six Sigma, Team Building, Strategic Planning, Team Leadership, Visio
Education
Adelphi University 1984 — 1986
J.P. Morgan February 2014 - Present
JP Morgan Chase January 2008 - February 2014
Merrill Lynch 2004 - 2007
Skills
Banking, Financial Services, Risk Management, Vendor Management, Portfolio Management, Process Improvement, Alternative Investments, Asset Managment, Business Analysis, Business Process..., Business Relationship..., Change Management, Customer Satisfaction, Customer Service, Data Analysis, Equities, Financial Analysis, Financial Reporting, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Management, Mutual Funds, Outlook, PowerPoint, Process Engineering, Project Management, Relationship Management, SDLC, Securities, Six Sigma, Team Building, Strategic Planning, Team Leadership, Visio
Education
Adelphi University 1984 — 1986
Michael W. Koubek's Merrill Lynch Experience July 1999 - April 2006
Job Experienced Financial Services Professional
Industry Health, Wellness and Fitness
Experience
Massage Envy October 2009 - Present
Merrill Lynch July 1999 - April 2006
Neuberger Berman January 1994 - July 1999
Merrill Lynch October 1986 - January 1994
Skills
Therapeutic Massage, Deep Tissue Massage, Myofascial Release, Reflexology, Swedish, Craniosacral Therapy, Management, Accounting, Training
Education
Cortiva Institute - Somerset School of Massage Therapy 2008 — 2009
Diploma, Massage Therapy
New York Institute of Finance 1992 — 1993
Specific job related coursework, Finacial Services Operations
Adelphi University 1981 — 1985
BA, History, Economics, Political Science
Massage Envy October 2009 - Present
Merrill Lynch July 1999 - April 2006
Neuberger Berman January 1994 - July 1999
Merrill Lynch October 1986 - January 1994
Skills
Therapeutic Massage, Deep Tissue Massage, Myofascial Release, Reflexology, Swedish, Craniosacral Therapy, Management, Accounting, Training
Education
Cortiva Institute - Somerset School of Massage Therapy 2008 — 2009
Diploma, Massage Therapy
New York Institute of Finance 1992 — 1993
Specific job related coursework, Finacial Services Operations
Adelphi University 1981 — 1985
BA, History, Economics, Political Science
Brandon Shahan's Merrill Lynch Experience 2007 - May 2012
Job Shahan Ranch Owner
Industry Ranching
Experience
Shahan Ranch April 2015 - Present
First Financial Brokerage Services May 2012 - April 2015
Merrill Lynch 2007 - May 2012
Progressive Insurance 2003 - 2007
Education
Abilene Christian University
Bachelor of Business Administration (B.B.A.)
Shahan Ranch April 2015 - Present
First Financial Brokerage Services May 2012 - April 2015
Merrill Lynch 2007 - May 2012
Progressive Insurance 2003 - 2007
Education
Abilene Christian University
Bachelor of Business Administration (B.B.A.)
Sharon Donaghey's Merrill Lynch Experience June 1999 - July 2008
Job Director, Compliance, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2008 - Present
Merrill Lynch June 1999 - July 2008
Continental Grain Company June 1987 - June 1999
Skills
Six Sigma, Risk Management, Leadership, Operations Management, Change Management, Data Analysis, Financial Analysis, Auditing, Training, Management, Vendor Management, Process Improvement, Contract Negotiation, Outsourcing, Business Process..., Project Management, FINRA, Budgets, AML, Strategy, Program Management, Corporate Governance, Financial Services, Strategic Planning, Business Strategy, Cross-functional Team...
Education
Adelphi University 1991 — 1994
MBA, Business
Deutsche Bank August 2008 - Present
Merrill Lynch June 1999 - July 2008
Continental Grain Company June 1987 - June 1999
Skills
Six Sigma, Risk Management, Leadership, Operations Management, Change Management, Data Analysis, Financial Analysis, Auditing, Training, Management, Vendor Management, Process Improvement, Contract Negotiation, Outsourcing, Business Process..., Project Management, FINRA, Budgets, AML, Strategy, Program Management, Corporate Governance, Financial Services, Strategic Planning, Business Strategy, Cross-functional Team...
Education
Adelphi University 1991 — 1994
MBA, Business
Brett Paulk's Merrill Lynch Experience May 2006 - August 2006
Job Account Manager at JB Hunt
Industry Transportation/Trucking/Railroad
Experience
JB Hunt November 2006 - Present
Merrill Lynch May 2006 - August 2006
Education
Abilene Christian University 2002 — 2006
BBA, Management
JB Hunt November 2006 - Present
Merrill Lynch May 2006 - August 2006
Education
Abilene Christian University 2002 — 2006
BBA, Management
Joseph Durso's Merrill Lynch Experience October 2002 - September 2003
Job Director of Risk Trading Supervision & Compliance at Societe Generale
Industry Capital Markets
Experience
Societe Generale June 2010 - Present
Pali Capital September 2008 - July 2010
Bear Stearns & Co. September 2003 - June 2008
Merrill Lynch October 2002 - September 2003
Herzog, Heine, Geduld, LLC August 1989 - September 2002
Skills
Bloomberg, Equities, Financial Markets, Equity Derivatives, Electronic Trading, Capital Markets, Management, Options, Securities, Series 7, Trading, Equity Trading, Fixed Income, Alternative Investments, Proprietary Trading, Structured Products, FINRA
Education
Adelphi University
BBA, Management
Societe Generale June 2010 - Present
Pali Capital September 2008 - July 2010
Bear Stearns & Co. September 2003 - June 2008
Merrill Lynch October 2002 - September 2003
Herzog, Heine, Geduld, LLC August 1989 - September 2002
Skills
Bloomberg, Equities, Financial Markets, Equity Derivatives, Electronic Trading, Capital Markets, Management, Options, Securities, Series 7, Trading, Equity Trading, Fixed Income, Alternative Investments, Proprietary Trading, Structured Products, FINRA
Education
Adelphi University
BBA, Management
Anna Costenbader, CCP, CBP's Merrill Lynch Experience 1989 - 1999
Job Head of Global Total Rewards, HR Compliance, Fleet Cost Management
Industry Consumer Services
Experience
Holland America Group (Princess Cruises, Holland America Line, Seabourn & Cunard) February 2015 - Present
National Life Group September 2014 - January 2015
Pall Corporation February 2010 - August 2014
Citi September 2004 - February 2010
Ernst & Young / Capgemini July 1999 - September 2004
Merrill Lynch 1989 - 1999
Lord & Taylor April 1987 - September 1989
AT&T Corporate Headquarters 1982 - 1987
Skills
Executive Pay, Global Compensation, Deferred Compensation, Organizational Design, Succession Planning, Incentive Programs, Employee Benefits, HRIS, Talent Management, Workforce Planning, Performance Management, Compensation & Benefits, Employee Relations, Personnel Management, Employee Engagement
Education
Adelphi University 1980 — 1984
Bachelor of Science (BS), Management Science, 3.7
Holland America Group (Princess Cruises, Holland America Line, Seabourn & Cunard) February 2015 - Present
National Life Group September 2014 - January 2015
Pall Corporation February 2010 - August 2014
Citi September 2004 - February 2010
Ernst & Young / Capgemini July 1999 - September 2004
Merrill Lynch 1989 - 1999
Lord & Taylor April 1987 - September 1989
AT&T Corporate Headquarters 1982 - 1987
Skills
Executive Pay, Global Compensation, Deferred Compensation, Organizational Design, Succession Planning, Incentive Programs, Employee Benefits, HRIS, Talent Management, Workforce Planning, Performance Management, Compensation & Benefits, Employee Relations, Personnel Management, Employee Engagement
Education
Adelphi University 1980 — 1984
Bachelor of Science (BS), Management Science, 3.7
Harold Corrigan's Merrill Lynch Experience 1971 - 2005
Job President & CEO Candlewood Consultants Corp
Industry Financial Services
Experience
Candlewood Consultants Corp September 2002 - Present
Merrill Lynch 1971 - 2005
Merrill Lynch June 1967 - September 2002
Skills
Securities, Series 7, Alternative Investments, Arbitration, Wealth Management, FINRA, Investments, Wealth Management..., Equities, Uniform Combined State..., Fixed Income, Series 63, Asset Allocation, Investment Strategies, Investment Management, ETFs, Series 24, Portfolio Management, High Net Worth..., Investment Advisory, Financial Markets, Private Banking, Trading, Mutual Funds, Asset Management, Derivatives, Structured Finance, Structured Products, Securities Litigation, Asset Managment, Litigation, Financial Advisory, Hedge Funds, Private Equity, Series 65, Retirement Planning, Financial Services, Capital Markets, Estate Planning, Options, Bonds, Fixed Annuities, Strategic Financial..., Retirement, Securities Regulation, Investment Banking, 401k, Trading Systems, Compliance, Annuities
Education
Adelphi University 1975 — 1977
BA, Economics
Attended Executive Program at The Wharton School
Candlewood Consultants Corp September 2002 - Present
Merrill Lynch 1971 - 2005
Merrill Lynch June 1967 - September 2002
Skills
Securities, Series 7, Alternative Investments, Arbitration, Wealth Management, FINRA, Investments, Wealth Management..., Equities, Uniform Combined State..., Fixed Income, Series 63, Asset Allocation, Investment Strategies, Investment Management, ETFs, Series 24, Portfolio Management, High Net Worth..., Investment Advisory, Financial Markets, Private Banking, Trading, Mutual Funds, Asset Management, Derivatives, Structured Finance, Structured Products, Securities Litigation, Asset Managment, Litigation, Financial Advisory, Hedge Funds, Private Equity, Series 65, Retirement Planning, Financial Services, Capital Markets, Estate Planning, Options, Bonds, Fixed Annuities, Strategic Financial..., Retirement, Securities Regulation, Investment Banking, 401k, Trading Systems, Compliance, Annuities
Education
Adelphi University 1975 — 1977
BA, Economics
Attended Executive Program at The Wharton School
Nancy Zambarda's Merrill Lynch Experience
Job Vice President Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch
Skills
Cross-functional Team..., Leadership, Microsoft Office, Program Management, Public Speaking, Series 7, Strategic Planning, Team Leadership, Team Building
Education
Adelphi University
Master of Business Administration (MBA), Information Technology
Queens College
Bachelor of Arts (BA)
Merrill Lynch
Skills
Cross-functional Team..., Leadership, Microsoft Office, Program Management, Public Speaking, Series 7, Strategic Planning, Team Leadership, Team Building
Education
Adelphi University
Master of Business Administration (MBA), Information Technology
Queens College
Bachelor of Arts (BA)
Denise (Speller) Page, MBA's Merrill Lynch Experience November 2012 - July 2014
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
Merrill Lynch November 2012 - July 2014
Resource Page January 2010 - September 2012
African Methodist Episcopal University September 2011 - August 2012
Platinum Property Services, Inc. August 2002 - December 2011
New York Life Insurance Company March 2009 - March 2010
Simon Property Group, Inc. January 2004 - August 2008
Skills
Real Estate, Strategic Planning, Budgets, Property Management, Accounting, Public Speaking, Non-profits, Negotiation, Leadership, QuickBooks, Customer Service, Contract Negotiation, Team Building, Financial Analysis, Financial Reporting, Microsoft Excel, Project Management, Training, Forecasting, Microsoft Office
Education
Nova Southeastern University 2013 — 2015
M.M.I.S.
Clark Atlanta University 2000 — 2002
MBA
Adelphi University 1977 — 1981
BA
Westbury High School
Diploma
Merrill Edge July 2014 - Present
Merrill Lynch November 2012 - July 2014
Resource Page January 2010 - September 2012
African Methodist Episcopal University September 2011 - August 2012
Platinum Property Services, Inc. August 2002 - December 2011
New York Life Insurance Company March 2009 - March 2010
Simon Property Group, Inc. January 2004 - August 2008
Skills
Real Estate, Strategic Planning, Budgets, Property Management, Accounting, Public Speaking, Non-profits, Negotiation, Leadership, QuickBooks, Customer Service, Contract Negotiation, Team Building, Financial Analysis, Financial Reporting, Microsoft Excel, Project Management, Training, Forecasting, Microsoft Office
Education
Nova Southeastern University 2013 — 2015
M.M.I.S.
Clark Atlanta University 2000 — 2002
MBA
Adelphi University 1977 — 1981
BA
Westbury High School
Diploma
Art Gillin's Merrill Lynch Experience 1997 - 2001
Job Partner at Triangle Park Capital Markets Data
Industry Capital Markets
Experience
Titlemore Agency LLC PartnerTriangle Park Capital Markets DataMarch 2011 - Present
Gillin Group LLC December 2009 - Present
Merrill Lynch 1997 - 2001
Cantor Fitzgerald January 1993 - September 1997
Kenny S&P 1990 - 1993
Clifford Drake & Co. 1986 - March 1989
Skills
Fixed Income, Title Insurance, Life Insurance, Management, Securities Evaluation, Bonds, Securities, Hedge Funds, Equities, Electronic Trading, Investments, Mutual Funds, Asset Management, Derivatives, Options, Trading, Investment Banking, Financial Markets, Sales, Financial Services, Capital Markets, Portfolio Management, Alternative Investments, Valuation
Education
Adelphi University
BA
Titlemore Agency LLC PartnerTriangle Park Capital Markets DataMarch 2011 - Present
Gillin Group LLC December 2009 - Present
Merrill Lynch 1997 - 2001
Cantor Fitzgerald January 1993 - September 1997
Kenny S&P 1990 - 1993
Clifford Drake & Co. 1986 - March 1989
Skills
Fixed Income, Title Insurance, Life Insurance, Management, Securities Evaluation, Bonds, Securities, Hedge Funds, Equities, Electronic Trading, Investments, Mutual Funds, Asset Management, Derivatives, Options, Trading, Investment Banking, Financial Markets, Sales, Financial Services, Capital Markets, Portfolio Management, Alternative Investments, Valuation
Education
Adelphi University
BA
Fernando Melon's Merrill Lynch Experience 2000 - 2006
Job Managing Director Investor Relations at AIG
Industry Insurance
Experience
AIG September 2011 - Present
AIG May 2006 - September 2011
Merrill Lynch 2000 - 2006
Skills
SEC filings, US GAAP, Insurance, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Strategic Financial..., Consolidation, Financial Risk, Equities, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investor Relations, Accounting, Financial Services, Finance, Risk Management, Sarbanes-Oxley, Capital Markets, Restructuring, Enterprise Risk..., Asset Management, Corporate Governance, Executive Management, Cash Management, Treasury, SEC Filings
Education
Adelphi University
AIG September 2011 - Present
AIG May 2006 - September 2011
Merrill Lynch 2000 - 2006
Skills
SEC filings, US GAAP, Insurance, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Strategic Financial..., Consolidation, Financial Risk, Equities, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investor Relations, Accounting, Financial Services, Finance, Risk Management, Sarbanes-Oxley, Capital Markets, Restructuring, Enterprise Risk..., Asset Management, Corporate Governance, Executive Management, Cash Management, Treasury, SEC Filings
Education
Adelphi University
Joseph Finnegan's Merrill Lynch Experience December 1982 - June 1991
Job Senior Vice President at major financial services firm
Industry Financial Services
Experience
Major financial service firm September 2009 - Present
Citigroup January 1991 - January 2009
Smith Barney January 2002 - December 2008
Citigroup January 1997 - January 2002
Citibank March 1997 - December 2001
Citi January 1991 - January 1997
Citicorp Investment Services 1991 - 1997
Merrill Lynch December 1982 - June 1991
Merrill Lynch January 1982 - January 1991
Merrill Lynch January 1982 - January 1991
Skills
Wealth Management..., Financial Advisory, Series 7, Equity Research, Integrated Marketing, Investments, Mutual Funds, Asset Management, Insurance, Strategic Financial..., Asset Managment, Estate Planning, Finance, Retirement Planning, Sales, Leadership, Portfolio Management, Securities, Asset Allocation, Financial Services, Life Insurance, AML, Equities, Investment Strategies, Investment Advisory, Financial Planners, FINRA, Risk Management, CRM, Forecasting, Banking, Training, Project Planning, Series 63, Commercial Banking, Recruiting, Management, People Development, Customer Retention, Wealth Management, Separately Managed..., Wealth, Marketing, Accounting, Cash Management, Private Banking, Sales Management, Series 24
Education
University of Virginia Darden School of Business 1994 — 1994
Sales and Marketing Professional Certification
State University of New York College at Oneonta 1969 — 1973
BA, Education
Adelphi University
Master, Finance
Major financial service firm September 2009 - Present
Citigroup January 1991 - January 2009
Smith Barney January 2002 - December 2008
Citigroup January 1997 - January 2002
Citibank March 1997 - December 2001
Citi January 1991 - January 1997
Citicorp Investment Services 1991 - 1997
Merrill Lynch December 1982 - June 1991
Merrill Lynch January 1982 - January 1991
Merrill Lynch January 1982 - January 1991
Skills
Wealth Management..., Financial Advisory, Series 7, Equity Research, Integrated Marketing, Investments, Mutual Funds, Asset Management, Insurance, Strategic Financial..., Asset Managment, Estate Planning, Finance, Retirement Planning, Sales, Leadership, Portfolio Management, Securities, Asset Allocation, Financial Services, Life Insurance, AML, Equities, Investment Strategies, Investment Advisory, Financial Planners, FINRA, Risk Management, CRM, Forecasting, Banking, Training, Project Planning, Series 63, Commercial Banking, Recruiting, Management, People Development, Customer Retention, Wealth Management, Separately Managed..., Wealth, Marketing, Accounting, Cash Management, Private Banking, Sales Management, Series 24
Education
University of Virginia Darden School of Business 1994 — 1994
Sales and Marketing Professional Certification
State University of New York College at Oneonta 1969 — 1973
BA, Education
Adelphi University
Master, Finance
James Biggar's Merrill Lynch Experience March 1998 - April 2000
Job Helping protect clients and their families from the serious consequences of problems they don’t know they have.
Industry Financial Services
Experience
The Firstbrook Group September 2009 - November 2013
Citigroup April 2006 - January 2008
Citigroup April 2000 - January 2006
Merrill Lynch March 1998 - April 2000
Skills
Strategic Financial..., Finance, Capital Markets, Equities, Management, Investment Banking, Valuation, Financial Modeling, Investments, Corporate Finance, Mergers & Acquisitions, Private Equity
Education
Acadia University 1991 — 1995
BBA, Business
St. Andrew's College
The Firstbrook Group September 2009 - November 2013
Citigroup April 2006 - January 2008
Citigroup April 2000 - January 2006
Merrill Lynch March 1998 - April 2000
Skills
Strategic Financial..., Finance, Capital Markets, Equities, Management, Investment Banking, Valuation, Financial Modeling, Investments, Corporate Finance, Mergers & Acquisitions, Private Equity
Education
Acadia University 1991 — 1995
BBA, Business
St. Andrew's College
Shailaja Deva's Merrill Lynch Experience January 2007 - February 2008
Job Experienced risk professional
Industry Financial Services
Experience
HSBC August 2010 - August 2013
Washington Mutual Card Services 2008 - 2009
Merrill Lynch January 2007 - February 2008
American Express August 2005 - December 2005
Skills
SAS, Data Analysis, TRIAD, Risk Analytics, Predictive Modeling, Predictive Analytics, SAS programming, Statistical Modeling, Credit Risk, Risk Management, Portfolio Management, Statistics, Econometrics, Economics, Credit Cards, SQL, Segmentation, Mortgage Lending, Microsoft Excel
Education
University of Arizona 2004 — 2006
M.S, Applied Econometrics
Acharya N.G. Ranga Agricultural University 1999 — 2001
M.Sc, Agricultural Economics
HSBC August 2010 - August 2013
Washington Mutual Card Services 2008 - 2009
Merrill Lynch January 2007 - February 2008
American Express August 2005 - December 2005
Skills
SAS, Data Analysis, TRIAD, Risk Analytics, Predictive Modeling, Predictive Analytics, SAS programming, Statistical Modeling, Credit Risk, Risk Management, Portfolio Management, Statistics, Econometrics, Economics, Credit Cards, SQL, Segmentation, Mortgage Lending, Microsoft Excel
Education
University of Arizona 2004 — 2006
M.S, Applied Econometrics
Acharya N.G. Ranga Agricultural University 1999 — 2001
M.Sc, Agricultural Economics
Christiaan Fulton's Merrill Lynch Experience December 2007 - January 2009
Job Financial consultant / projections & analysis
Industry Financial Services
Experience
Musey January 2014 - Present
Lyon Street Realty September 2014 - December 2014
AIG VALIC March 2009 - September 2014
Merrill Lynch December 2007 - January 2009
Kilguss Research Institute, Women and Infants Hospital April 2005 - September 2007
Yale School of Medicine September 1999 - April 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Investments, Strategic Financial..., Retirement, Securities, Wealth Management, Fixed Annuities, 401k, IRAs, Portfolio Management
Education
Aarhus Universitet
Doctor of Philosophy (Ph.D.), Physiology
University of Alberta
Bachelor of Science, Molecular Biology
Musey January 2014 - Present
Lyon Street Realty September 2014 - December 2014
AIG VALIC March 2009 - September 2014
Merrill Lynch December 2007 - January 2009
Kilguss Research Institute, Women and Infants Hospital April 2005 - September 2007
Yale School of Medicine September 1999 - April 2005
Skills
Retirement Planning, Mutual Funds, Series 7, Investments, Strategic Financial..., Retirement, Securities, Wealth Management, Fixed Annuities, 401k, IRAs, Portfolio Management
Education
Aarhus Universitet
Doctor of Philosophy (Ph.D.), Physiology
University of Alberta
Bachelor of Science, Molecular Biology
Chris Morrelli's Merrill Lynch Experience 2005 - 2008
Job Regional Sales Director at First Data Corporation
Industry Writing and Editing
Experience
"Kimo King of its Kind" my Book January 2012 - Present
Chris Morrelli Sewing January 1974 - Present
First Data Corporation June 2013 - February 2014
Abraham Baldwin Agricultural College September 2010 - January 2012
MetLife Securities May 2008 - December 2011
Merrill Lynch 2005 - 2008
Cimax Insulated Bag Co. Inc./ CMP Marketing January 1978 - 2003
Skills
Investment Advisory, Strategic Financial..., IRAs, New Business Development, Asset Managment, Sales, Investments, Wealth Management, Series 7, 401k, Financial Advisory, Retirement Planning, Retirement, Portfolio Management, Alternative Investments, Securities, Banking, Entrepreneurship, Strategic Planning, Fixed Annuities, Trading, Management, Income Statement, Investment Strategies, Mutual Funds, Business Development, Financial Services, Finance, Credit, Insurance, Employee Benefits, Asset Allocation, Loans, Forecasting, Leadership, Estate Planning, Pricing, Business Planning, Budgets, Asset Management
Education
Abraham Baldwin Agricultural College 2010 — 2015
Bachelor's Degree, Business and Economic Development
Allan Hancock College 1997 — 1998
AA, Business
"Kimo King of its Kind" my Book January 2012 - Present
Chris Morrelli Sewing January 1974 - Present
First Data Corporation June 2013 - February 2014
Abraham Baldwin Agricultural College September 2010 - January 2012
MetLife Securities May 2008 - December 2011
Merrill Lynch 2005 - 2008
Cimax Insulated Bag Co. Inc./ CMP Marketing January 1978 - 2003
Skills
Investment Advisory, Strategic Financial..., IRAs, New Business Development, Asset Managment, Sales, Investments, Wealth Management, Series 7, 401k, Financial Advisory, Retirement Planning, Retirement, Portfolio Management, Alternative Investments, Securities, Banking, Entrepreneurship, Strategic Planning, Fixed Annuities, Trading, Management, Income Statement, Investment Strategies, Mutual Funds, Business Development, Financial Services, Finance, Credit, Insurance, Employee Benefits, Asset Allocation, Loans, Forecasting, Leadership, Estate Planning, Pricing, Business Planning, Budgets, Asset Management
Education
Abraham Baldwin Agricultural College 2010 — 2015
Bachelor's Degree, Business and Economic Development
Allan Hancock College 1997 — 1998
AA, Business
Chris Winton's Merrill Lynch Experience April 1994 - February 2000
Job Investment Adviser Representative,Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
Zacks Investment Research June 2008 - March 2010
UBS February 2000 - May 2006
Merrill Lynch April 1994 - February 2000
Skills
Asset Allocation, 401k, Series 63, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Customer Service, Investment Advisory, Estate Planning, Sales Management, Retirement, Series 65, Securities, Financial Services, Income Protection, Finance, Insurance, Financial Planning, Portfolio Management
Education
Texas State University 1989 — 1991
Bachelor of Arts (B.A.), Psychology
Abilene Christian University 1986 — 1989
Psychology
Principal Financial Group June 2015 - Present
Zacks Investment Research June 2008 - March 2010
UBS February 2000 - May 2006
Merrill Lynch April 1994 - February 2000
Skills
Asset Allocation, 401k, Series 63, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Customer Service, Investment Advisory, Estate Planning, Sales Management, Retirement, Series 65, Securities, Financial Services, Income Protection, Finance, Insurance, Financial Planning, Portfolio Management
Education
Texas State University 1989 — 1991
Bachelor of Arts (B.A.), Psychology
Abilene Christian University 1986 — 1989
Psychology
Lynn Aresco's Merrill Lynch Experience September 1983 - September 1985
Job Insurance Professional
Industry Insurance
Experience
Premier Kids Care March 2006 - April 2007
Various Organizations March 2005 - February 2006
Mutual of America July 1990 - February 2005
Wall Street Clearing Company September 1985 - January 1990
Merrill Lynch September 1983 - September 1985
Education
Adelphi University 1981 — 1983
Bachelors of Business Administration, Business Management
Nassau Community College 1981 — 1983
Associates Degree, Fashion Merchandise & Purchase
Premier Kids Care March 2006 - April 2007
Various Organizations March 2005 - February 2006
Mutual of America July 1990 - February 2005
Wall Street Clearing Company September 1985 - January 1990
Merrill Lynch September 1983 - September 1985
Education
Adelphi University 1981 — 1983
Bachelors of Business Administration, Business Management
Nassau Community College 1981 — 1983
Associates Degree, Fashion Merchandise & Purchase
Mary Catherine McClellan's Merrill Lynch Experience 1993 - 2006
Job Founder at Taigan
Industry Internet
Experience
Taigan.com 2008 - Present
Merrill Lynch 1993 - 2006
EY 1990 - 1993
Skills
Start-ups, Marketing Strategy, Entrepreneurship, Marketing, Social Media Marketing, Public Relations, Training, New Business Development, E-commerce, Leadership, Product Development, Negotiation, Digital Marketing, Strategy, Strategic Partnerships, Business Development
Education
Abilene Christian University 1975 — 1979
Bachelor of Arts (B.A.)
Taigan.com 2008 - Present
Merrill Lynch 1993 - 2006
EY 1990 - 1993
Skills
Start-ups, Marketing Strategy, Entrepreneurship, Marketing, Social Media Marketing, Public Relations, Training, New Business Development, E-commerce, Leadership, Product Development, Negotiation, Digital Marketing, Strategy, Strategic Partnerships, Business Development
Education
Abilene Christian University 1975 — 1979
Bachelor of Arts (B.A.)
Andreia Nimara's Merrill Lynch Experience January 2006 - Present
Job AVP Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Bank of America 2003 - 2006
Skills
Wealth Management, Investments, Banking, Series 7, Asset Managment, Portfolio Management, Wealth Management..., Securities, Retirement Planning, Private Banking, Mutual Funds, Investment Strategies, Investment Banking, Investment Advisory, Fixed Income, Finance, Equities, Asset Allocation
Education
Florida International University
Master of Business Administration (MBA)
Barry University 2007 — 2009
CFP, Financial Planning
Academia de Studii Economice din București 1992 — 1997
Bachelor's degree, Business Administration and International Economics
Liceul Mihai Viteazul 1988 — 1992
Merrill Lynch January 2006 - Present
Bank of America 2003 - 2006
Skills
Wealth Management, Investments, Banking, Series 7, Asset Managment, Portfolio Management, Wealth Management..., Securities, Retirement Planning, Private Banking, Mutual Funds, Investment Strategies, Investment Banking, Investment Advisory, Fixed Income, Finance, Equities, Asset Allocation
Education
Florida International University
Master of Business Administration (MBA)
Barry University 2007 — 2009
CFP, Financial Planning
Academia de Studii Economice din București 1992 — 1997
Bachelor's degree, Business Administration and International Economics
Liceul Mihai Viteazul 1988 — 1992
Madhavi Yallapragada's Merrill Lynch Experience 2003 - 2005
Job Software Engineer at Centris Group
Industry Computer Software
Experience
Centris Group April 2005 - Present
Merrill Lynch 2003 - 2005
Skills
.NET
Education
Acharya Nagarjuna University 1993 — 1997
BTech, ECE
Centris Group April 2005 - Present
Merrill Lynch 2003 - 2005
Skills
.NET
Education
Acharya Nagarjuna University 1993 — 1997
BTech, ECE
Thomas Schnell's Merrill Lynch Experience April 2000 - April 2003
Job VP/Commercial Banking Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank April 2014 - Present
Sterling Bank May 2007 - April 2014
Wells Fargo January 2006 - April 2007
Wells Fargo May 2003 - December 2005
Merrill Lynch April 2000 - April 2003
U.S. Bank May 1996 - April 2000
U.S. Bank November 1993 - May 1996
U.S. Bank August 1992 - November 1993
U.S. Bank January 1992 - August 1992
U.S. Bank August 1990 - January 1992
Skills
Commercial Banking, Credit, Banking, Leadership, Commercial Lending, Loans, Sales, Consumer Lending
Education
PCBS 2011 — 2013
Graduate degree, Banking
Western Agricultural Credit School 1995 — 1996
Agriculture
Aarhus School of Business 1990 — 1990
International Business, International Business
Oregon State University 1988 — 1990
Bachelor of Sciences, Finance with a minor in Behavioral Science
Umpqua Bank April 2014 - Present
Sterling Bank May 2007 - April 2014
Wells Fargo January 2006 - April 2007
Wells Fargo May 2003 - December 2005
Merrill Lynch April 2000 - April 2003
U.S. Bank May 1996 - April 2000
U.S. Bank November 1993 - May 1996
U.S. Bank August 1992 - November 1993
U.S. Bank January 1992 - August 1992
U.S. Bank August 1990 - January 1992
Skills
Commercial Banking, Credit, Banking, Leadership, Commercial Lending, Loans, Sales, Consumer Lending
Education
PCBS 2011 — 2013
Graduate degree, Banking
Western Agricultural Credit School 1995 — 1996
Agriculture
Aarhus School of Business 1990 — 1990
International Business, International Business
Oregon State University 1988 — 1990
Bachelor of Sciences, Finance with a minor in Behavioral Science
Scott St.Clair's Merrill Lynch Experience August 2006 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
National City October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
UBS FINANCIAL SERVICES January 2005 - August 2006
METLIFE_RESOURCES July 2003 - December 2004
Health First July 2003 - December 2004
MetLife Financial Services January 2002 - July 2003
Waddell & Reed Financial Services January 2001 - January 2002
Fidelity Capital Markets January 2000 - June 2001
Morgan Stanley June 1986 - January 2000
Morgan Stanley January 1989 - January 1991
Education
Adelphi University
B.S., Management & Communications
Indian River State College
A.S., Paralegal Studies
Ben F. McAnally's Merrill Lynch Experience February 2008 - Present
Job Assistant Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Series 7, Finance, Mutual Funds, Investment Advisory, 401k, Securities, Retirement, Insurance, Fixed Annuities, Asset Allocation, Equities, Leadership, Customer Service, Series 63, Strategic Financial..., Asset Management, Microsoft Excel, Life Insurance, Due Diligence, Financial Analysis, Financial Modeling, Access, Fixed Income, Credit, Loans, Banking, Private Equity, Financial Advisory, Financial Services, Investment Management, Estate Planning, High Net Worth..., Public Speaking, Strategic Planning, Relationship Management
Education
Abilene Christian University 2003 — 2007
Bachelor Business Administration, Accounting and Finance
Abilene Christian University 2003 — 2007
Bachelor of Business Administration (BBA) Finance, Accounting and Finance
Merrill Lynch February 2008 - Present
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Series 7, Finance, Mutual Funds, Investment Advisory, 401k, Securities, Retirement, Insurance, Fixed Annuities, Asset Allocation, Equities, Leadership, Customer Service, Series 63, Strategic Financial..., Asset Management, Microsoft Excel, Life Insurance, Due Diligence, Financial Analysis, Financial Modeling, Access, Fixed Income, Credit, Loans, Banking, Private Equity, Financial Advisory, Financial Services, Investment Management, Estate Planning, High Net Worth..., Public Speaking, Strategic Planning, Relationship Management
Education
Abilene Christian University 2003 — 2007
Bachelor Business Administration, Accounting and Finance
Abilene Christian University 2003 — 2007
Bachelor of Business Administration (BBA) Finance, Accounting and Finance
Frank Wolson's Merrill Lynch Experience January 1998 - October 2001
Job Account Executive, Events and Sponsorships at American Lawyer Media
Industry Hospital & Health Care
Experience
ALM March 2014 - Present
ALM 2012 - March 2014
Vision Healthcare Staffing December 2008 - September 2012
Broadview Networks February 2009 - October 2009
Ricoh Business Solutions October 2005 - March 2008
Snelling Staffing December 2002 - October 2005
Merrill Lynch January 1998 - October 2001
Skills
New Business Development, Salesforce.com, Strategic Planning, Marketing Strategy, Account Management, Sales, Sales Operations, Marketing, Business Development, Management, CRM, Sales Management, Social Media Marketing, Advertising, Leadership, Selling, B2B, Healthcare, Lead Generation, hristopher Keogh...
Education
New York University 1995 — 1997
Sociology, Liberal Arts and Sciences/Liberal Studies
Adelphi University 1993 — 1995
ALM March 2014 - Present
ALM 2012 - March 2014
Vision Healthcare Staffing December 2008 - September 2012
Broadview Networks February 2009 - October 2009
Ricoh Business Solutions October 2005 - March 2008
Snelling Staffing December 2002 - October 2005
Merrill Lynch January 1998 - October 2001
Skills
New Business Development, Salesforce.com, Strategic Planning, Marketing Strategy, Account Management, Sales, Sales Operations, Marketing, Business Development, Management, CRM, Sales Management, Social Media Marketing, Advertising, Leadership, Selling, B2B, Healthcare, Lead Generation, hristopher Keogh...
Education
New York University 1995 — 1997
Sociology, Liberal Arts and Sciences/Liberal Studies
Adelphi University 1993 — 1995
Kenneth Kiess's Merrill Lynch Experience January 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2011 - Present
Valley Forge Capital Advisors January 2004 - May 2010
Qprime inc October 1995 - 2004
Abel/Noser Corp 1987 - 1995
Skills
Investments, Asset Management, Financial Modeling, Equities, Derivatives, Financial Analysis, Portfolio Management, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, Mutual Funds, Securities, Series 7
Education
Adelphi University
Merrill Lynch January 2011 - Present
Valley Forge Capital Advisors January 2004 - May 2010
Qprime inc October 1995 - 2004
Abel/Noser Corp 1987 - 1995
Skills
Investments, Asset Management, Financial Modeling, Equities, Derivatives, Financial Analysis, Portfolio Management, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, Mutual Funds, Securities, Series 7
Education
Adelphi University
Cara Bloncourt's Merrill Lynch Experience February 2011 - May 2011
Job Associate Consultant at Risk Management International, Ltd.
Industry Insurance
Experience
Risk Management International, Ltd. December 2014 - Present
Risk Management International, Ltd. May 2011 - December 2014
Target May 2008 - September 2011
Merrill Lynch February 2011 - May 2011
First Investors Corporation June 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Marketing, Risk Management, Microsoft Word, Customer Service, Consulting, Internet, Research, Typing, Windows, Youth Development, Youth Ministry
Education
St. John's University 2014 — 2016
Master of Business Administration (M.B.A.), International Business
Adelphi University 2007 — 2011
Bachelor's of Science, Finance
Risk Management International, Ltd. December 2014 - Present
Risk Management International, Ltd. May 2011 - December 2014
Target May 2008 - September 2011
Merrill Lynch February 2011 - May 2011
First Investors Corporation June 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Marketing, Risk Management, Microsoft Word, Customer Service, Consulting, Internet, Research, Typing, Windows, Youth Development, Youth Ministry
Education
St. John's University 2014 — 2016
Master of Business Administration (M.B.A.), International Business
Adelphi University 2007 — 2011
Bachelor's of Science, Finance
Thomas (IFC) Gay's Merrill Lynch Experience 1999 - 2005
Job coowner at Dasher and Padgett Financial Advisors, Inc.
Industry Financial Services
Experience
Invest Financial July 2007 - Present
AB&T National Bank 2005 - 2010
Merrill Lynch 1999 - 2005
SunTrust Bank 1984 - 1999
Skills
Fixed Annuities, Retirement Planning, IRAs, Wealth Management, Retirement, Investment Advisory, Investments, Financial Advisory, Estate Planning, Long-term Care, Mutual Funds, 401k
Education
Abraham Baldwin Agricultural College
Associate's degree, Business Administration and Agriculture
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance, General
Invest Financial July 2007 - Present
AB&T National Bank 2005 - 2010
Merrill Lynch 1999 - 2005
SunTrust Bank 1984 - 1999
Skills
Fixed Annuities, Retirement Planning, IRAs, Wealth Management, Retirement, Investment Advisory, Investments, Financial Advisory, Estate Planning, Long-term Care, Mutual Funds, 401k
Education
Abraham Baldwin Agricultural College
Associate's degree, Business Administration and Agriculture
Georgia State University
Bachelor of Business Administration (B.B.A.), Finance, General
Anna Livote's Merrill Lynch Experience May 1987 - April 2009
Job Corporate Trust Operations Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
K2 Intelligence January 2013 - April 2013
Trade Card Inc. July 2012 - August 2012
At One Design February 2011 - June 2012
JPMorgan Chase July 2010 - September 2010
Merrill Lynch May 1987 - April 2009
Merrill Lynch May 1987 - April 2009
Skills
Operations, Client Services, Fixed Income, Bonds, Equities, Stocks, Claims, Trade Confirmation, Settlements, DTCC, Bloomberg, Euroclear, Securities, Banking, Financial Services, Account Reconciliation, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Microsoft Outlook, Access, PowerPoint, Outlook, Settlement, Claim, Trading, Accounting, Investments, Hedge Funds, Back Office, Financial Risk, Management, Risk Management, Operational Risk, Due Diligence, Portfolio Management, AML, Mutual Funds, Loans, Investment Banking, Middle Office, Derivatives, Options
Education
Brooklyn Workforce One Career 2010 — 2010
Office Procedures and Technology
Brooklyn Workforce One Career 2009 — 2010
Certificate, Business Administration
Adelphi University
Certificate, Executive Secretary
Crown Business Institute, New York
Certificate, Business Operations
BNY Mellon April 2013 - Present
K2 Intelligence January 2013 - April 2013
Trade Card Inc. July 2012 - August 2012
At One Design February 2011 - June 2012
JPMorgan Chase July 2010 - September 2010
Merrill Lynch May 1987 - April 2009
Merrill Lynch May 1987 - April 2009
Skills
Operations, Client Services, Fixed Income, Bonds, Equities, Stocks, Claims, Trade Confirmation, Settlements, DTCC, Bloomberg, Euroclear, Securities, Banking, Financial Services, Account Reconciliation, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Microsoft Outlook, Access, PowerPoint, Outlook, Settlement, Claim, Trading, Accounting, Investments, Hedge Funds, Back Office, Financial Risk, Management, Risk Management, Operational Risk, Due Diligence, Portfolio Management, AML, Mutual Funds, Loans, Investment Banking, Middle Office, Derivatives, Options
Education
Brooklyn Workforce One Career 2010 — 2010
Office Procedures and Technology
Brooklyn Workforce One Career 2009 — 2010
Certificate, Business Administration
Adelphi University
Certificate, Executive Secretary
Crown Business Institute, New York
Certificate, Business Operations
Nagesh Nootigattu's Merrill Lynch Experience 2002 - 2006
Job Senior Business Analyst / Project Manager at Invesco
Industry Computer Software
Experience
Invesco July 2012 - Present
Charles River Development October 2006 - June 2012
Merrill Lynch 2002 - 2006
US West December 1999 - December 2000
Skills
Electronic Trading, Trading Systems, Order Management, Perl, Unix Shell Scripting, FIX Protocol, Customer Relations, client on-boarding, C++, Heroix, Product Management, Equity Capital Markets, Fixed Income Trading, Vendor Relations, FIX, Fixed Income, Trading, SDLC, SQL, Low Latency, Equities
Education
Nagarjuna University 1993 — 1997
Bachelor of Technology, Electronics and Communications
Invesco July 2012 - Present
Charles River Development October 2006 - June 2012
Merrill Lynch 2002 - 2006
US West December 1999 - December 2000
Skills
Electronic Trading, Trading Systems, Order Management, Perl, Unix Shell Scripting, FIX Protocol, Customer Relations, client on-boarding, C++, Heroix, Product Management, Equity Capital Markets, Fixed Income Trading, Vendor Relations, FIX, Fixed Income, Trading, SDLC, SQL, Low Latency, Equities
Education
Nagarjuna University 1993 — 1997
Bachelor of Technology, Electronics and Communications
Karen Hopper's Merrill Lynch Experience 1998 - 2006
Job Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch 1998 - 2006
Skills
Equities, Capital Markets, Bloomberg, Series 7, Series 63, Fixed Income, Corporate Finance, Securities, Equity Trading, Trading Systems, Investment Advisory, Equity Capital Markets, Wealth Management, Financial Markets, Trading, Outlook, PowerPoint, Microsoft Excel, Customer Service, Investments, Banking, Portfolio Management, Microsoft Office, Microsoft Word, Alternative Investments, ETFs, Hedge Funds
Education
Adelphi University
Master of Business Administration (MBA), Business Administration and Management, General
Adelphi University
Bachelor of Science (BS), Biology, General
Universita di Stranieri
Certification, Italian Studies
Merrill Lynch 1998 - 2006
Skills
Equities, Capital Markets, Bloomberg, Series 7, Series 63, Fixed Income, Corporate Finance, Securities, Equity Trading, Trading Systems, Investment Advisory, Equity Capital Markets, Wealth Management, Financial Markets, Trading, Outlook, PowerPoint, Microsoft Excel, Customer Service, Investments, Banking, Portfolio Management, Microsoft Office, Microsoft Word, Alternative Investments, ETFs, Hedge Funds
Education
Adelphi University
Master of Business Administration (MBA), Business Administration and Management, General
Adelphi University
Bachelor of Science (BS), Biology, General
Universita di Stranieri
Certification, Italian Studies
Laura Larkin's Merrill Lynch Experience 1985 - 1990
Job Life is short. Do something that gives you energy and happiness.
Industry Financial Services
Experience
YMCA February 2014 - Present
The Newport Group April 2012 - September 2013
BNY Mellon 2005 - 2012
Mellon HR Solutions 1999 - 2005
Dreyfus 1991 - 1999
Merrill Lynch 1985 - 1990
Skills
401k, Pensions, ERISA, Defined Benefit, Employee Benefits, Business Analysis, Outsourcing, Mutual Funds, Retirement, Financial Services, Series 63, Series 7, Defined Contribution, Investments, Asset Allocation
Education
Adelphi University
MBA, Finance
State University of New York College at Oneonta
Bachelor of Science (BS), Economics
The Wheatley School
YMCA February 2014 - Present
The Newport Group April 2012 - September 2013
BNY Mellon 2005 - 2012
Mellon HR Solutions 1999 - 2005
Dreyfus 1991 - 1999
Merrill Lynch 1985 - 1990
Skills
401k, Pensions, ERISA, Defined Benefit, Employee Benefits, Business Analysis, Outsourcing, Mutual Funds, Retirement, Financial Services, Series 63, Series 7, Defined Contribution, Investments, Asset Allocation
Education
Adelphi University
MBA, Finance
State University of New York College at Oneonta
Bachelor of Science (BS), Economics
The Wheatley School
Carson Chan's Merrill Lynch Experience July 1996 - November 2009
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch July 1996 - November 2009
Ann Taylor 1995 - 1996
AT&T 1990 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML
Education
Adelphi University
Bachelor of Science (B.S.), Mathematics and Computer Science
Stevens Institute of Technology
Master of Science (M.S.), Technology Management
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch July 1996 - November 2009
Ann Taylor 1995 - 1996
AT&T 1990 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML
Education
Adelphi University
Bachelor of Science (B.S.), Mathematics and Computer Science
Stevens Institute of Technology
Master of Science (M.S.), Technology Management
Sean Soulvie's Merrill Lynch Experience July 1999 - January 2008
Job Managing Director, RS Asset Management
Industry Financial Services
Experience
RS Asset Management May 2011 - Present
Morgan Stanley January 2008 - May 2011
Merrill Lynch July 1999 - January 2008
Education
Abilene Christian University 1995 — 1999
BBA, Finance
RS Asset Management May 2011 - Present
Morgan Stanley January 2008 - May 2011
Merrill Lynch July 1999 - January 2008
Education
Abilene Christian University 1995 — 1999
BBA, Finance
Jacques Fogel's Merrill Lynch Experience 1998 - 2002
Job Owner at Fogel Investment Advisory Group
Industry Financial Services
Experience
Fogel Investment Advisory Group April 2007 - Present
UBS 2002 - 2007
Merrill Lynch 1998 - 2002
Education
Adelphi University
Fogel Investment Advisory Group April 2007 - Present
UBS 2002 - 2007
Merrill Lynch 1998 - 2002
Education
Adelphi University
Kevin Dorian's Merrill Lynch Experience August 1997 - August 2000
Job Project Manager at General Glass & Metal, LLC
Industry Construction
Experience
General Glass & Metal, LLC October 2000 - September 2012
Merrill Lynch August 1997 - August 2000
Skills
Certified Professional..., Construction, Contract Management, Change Orders, Budgets, Construction Management, Contractors, Project Planning, Renovation, Process Scheduler, MS Project
Education
Adelphi University 1982 — 1984
Bachelor of Business, Accounting
Adelphi University 1982 — 1984
Bachelor of Business Administration (BBA), Accounting
General Glass & Metal, LLC October 2000 - September 2012
Merrill Lynch August 1997 - August 2000
Skills
Certified Professional..., Construction, Contract Management, Change Orders, Budgets, Construction Management, Contractors, Project Planning, Renovation, Process Scheduler, MS Project
Education
Adelphi University 1982 — 1984
Bachelor of Business, Accounting
Adelphi University 1982 — 1984
Bachelor of Business Administration (BBA), Accounting
Priya Kandoi's Merrill Lynch Experience January 2003 - May 2003
Job Manager, Finance & Portfolio Analytics at Scotiabank
Industry Banking
Experience
Scotiabank July 2011 - Present
Dundee Bank of Canada October 2008 - June 2011
Scotiabank January 2005 - September 2008
Goldman Sachs January 2004 - December 2004
Merrill Lynch January 2003 - May 2003
Skills
Banking, Microsoft Excel, Derivatives, Finance
Education
Adelphi University 2001 — 2003
MBA, Finance
Sri Satya Sai Institute Bangalore 1998 — 2001
Bachelor of Commerce, Cost Accounting
Scotiabank July 2011 - Present
Dundee Bank of Canada October 2008 - June 2011
Scotiabank January 2005 - September 2008
Goldman Sachs January 2004 - December 2004
Merrill Lynch January 2003 - May 2003
Skills
Banking, Microsoft Excel, Derivatives, Finance
Education
Adelphi University 2001 — 2003
MBA, Finance
Sri Satya Sai Institute Bangalore 1998 — 2001
Bachelor of Commerce, Cost Accounting
Arthur Etro's Merrill Lynch Experience 1990 - 1994
Job
Industry Information Technology and Services
Experience
Itriware / Itri Corporation 2002 - Present
Lanalysis Inc 1996 - 2002
PricewaterhouseCoopers 1994 - 1996
Merrill Lynch 1990 - 1994
DP Communications January 1986 - January 1990
Grumman Aerospace 1982 - 1986
Skills
Database: Schema..., Database: Performance..., Database: Triggers,..., Database: Oracle -..., Database: MySQL, SQL..., Web: Javascript, PHP,..., Web: Amazon Web..., Web: Document Object..., Web: Site/Server..., Software Component..., Software Component..., Software Component..., Software Component..., Software Component...
Education
Adelphi University
B.S, Computer Science and Economics
Itriware / Itri Corporation 2002 - Present
Lanalysis Inc 1996 - 2002
PricewaterhouseCoopers 1994 - 1996
Merrill Lynch 1990 - 1994
DP Communications January 1986 - January 1990
Grumman Aerospace 1982 - 1986
Skills
Database: Schema..., Database: Performance..., Database: Triggers,..., Database: Oracle -..., Database: MySQL, SQL..., Web: Javascript, PHP,..., Web: Amazon Web..., Web: Document Object..., Web: Site/Server..., Software Component..., Software Component..., Software Component..., Software Component..., Software Component...
Education
Adelphi University
B.S, Computer Science and Economics
Courtney Mcallister's Merrill Lynch Experience June 2009 - March 2011
Job Investment Banking Professional
Industry Investment Banking
Experience
Mitsubishi UFJ Securities 2012 - 2013
Newedge May 2011 - March 2012
Merrill Lynch June 2009 - March 2011
BNP Paribas November 2000 - June 2009
Education
Adelphi University 1995 — 2000
Master's degree, Mathematics
Mitsubishi UFJ Securities 2012 - 2013
Newedge May 2011 - March 2012
Merrill Lynch June 2009 - March 2011
BNP Paribas November 2000 - June 2009
Education
Adelphi University 1995 — 2000
Master's degree, Mathematics
Raju Kongara's Merrill Lynch Experience August 2008 - December 2013
Job Sr. Software Programmer
Industry Information Technology and Services
Experience
Deloitte January 2014 - Present
Merrill Lynch August 2008 - December 2013
Paragon September 2005 - July 2008
Corporate America Business Solutions Inc October 2004 - August 2005
euroblaze Wapsol GmbH January 2004 - October 2004
Schmalz Vacuum Technology April 2003 - November 2003
Skills
Trading Systems, Enterprise Architecture, IT Strategy, SDLC, SOA, Requirements Analysis
Education
Nagarjuna University
Bachelor of Science (BS), Electrical and Electronics Engineering
Universität Stuttgart
Master of Science (MS), Information Technology
Deloitte January 2014 - Present
Merrill Lynch August 2008 - December 2013
Paragon September 2005 - July 2008
Corporate America Business Solutions Inc October 2004 - August 2005
euroblaze Wapsol GmbH January 2004 - October 2004
Schmalz Vacuum Technology April 2003 - November 2003
Skills
Trading Systems, Enterprise Architecture, IT Strategy, SDLC, SOA, Requirements Analysis
Education
Nagarjuna University
Bachelor of Science (BS), Electrical and Electronics Engineering
Universität Stuttgart
Master of Science (MS), Information Technology
Sharde Henley's Merrill Lynch Experience August 2011 - January 2013
Job Analyst
Industry Investment Management
Experience
Salient Partners August 2014 - Present
CAZ Investments January 2013 - August 2014
Merrill Lynch August 2011 - January 2013
Wells Fargo March 2009 - August 2011
Skills
Accounting, Banking, Business Process, Credit, Customer Service, Finance, Financial Analysis, Investments, Team Building, Wealth Management
Education
Abilene Christian University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salient Partners August 2014 - Present
CAZ Investments January 2013 - August 2014
Merrill Lynch August 2011 - January 2013
Wells Fargo March 2009 - August 2011
Skills
Accounting, Banking, Business Process, Credit, Customer Service, Finance, Financial Analysis, Investments, Team Building, Wealth Management
Education
Abilene Christian University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christopher Raney's Merrill Lynch Experience June 1999 - Present
Job VP, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1999 - Present
Merrill Lynch April 1990 - June 1999
Merrill Lynch April 1982 - April 1990
Merrill Lynch April 1980 - April 1982
Merrill Lynch August 1975 - April 1980
duPont Glore Forgan / duPont-Walston 1973 - 1974
New York Stock Exchange 1971 - 1973
4th Armored Division Inspector General's Team, US Army January 1970 - January 1971
Skills
Finance, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Securities, Fixed Income, Strategic Financial..., Mutual Funds, Investment Advisory, Series 63, Series 65, Alternative Investments
Education
Adelphi University 1964 — 1967
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch June 1999 - Present
Merrill Lynch April 1990 - June 1999
Merrill Lynch April 1982 - April 1990
Merrill Lynch April 1980 - April 1982
Merrill Lynch August 1975 - April 1980
duPont Glore Forgan / duPont-Walston 1973 - 1974
New York Stock Exchange 1971 - 1973
4th Armored Division Inspector General's Team, US Army January 1970 - January 1971
Skills
Finance, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Securities, Fixed Income, Strategic Financial..., Mutual Funds, Investment Advisory, Series 63, Series 65, Alternative Investments
Education
Adelphi University 1964 — 1967
Bachelor of Business Administration (BBA), Business Administration and Management, General
Peter Ruddy's Merrill Lynch Experience EVPGoldome Bank1985 - August 1990
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch EVPGoldome Bank1985 - August 1990
Skills
Customer Service, Management, Microsoft Office, Strategic Planning, Team Building, Sales Management, Marketing Strategy, Budgets, Leadership, Contract Negotiation, Mergers & Acquisitions, New Business Development, Sales, Business Strategy
Education
Adelphi University 1957 — 1961
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harvard University
Graduate Program
Merrill Lynch EVPGoldome Bank1985 - August 1990
Skills
Customer Service, Management, Microsoft Office, Strategic Planning, Team Building, Sales Management, Marketing Strategy, Budgets, Leadership, Contract Negotiation, Mergers & Acquisitions, New Business Development, Sales, Business Strategy
Education
Adelphi University 1957 — 1961
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harvard University
Graduate Program
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank