Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Davies Wealth Management July 2009 - Present
Florida Panthers October 2005 - Present
Morgan Stanley Smith Barney April 2008 - May 2009
Merrill Lynch March 1996 - February 2008
PGA TOUR March 1994 - March 1996
Education
Broward College 1992 — 1994
Finance
University of Phoenix 1998 — 2002
Finance
Ithaca
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2015 - Present
Honorable Martin Glenn, United States Bankruptcy Court Judge, SDNY September 2014 - November 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2014 - August 2014
New York City Law Department August 2013 - April 2014
Honorable Paul A. Crotty, United States District Court Judge, SDNY June 2013 - August 2013
Princeton University January 2011 - July 2012
Cohen Solutions Group February 2010 - May 2012
Merrill Lynch July 2009 - November 2009
Merrill Lynch May 2008 - August 2008
New York University January 2008 - May 2008
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (JD)
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics
The University of Hong Kong 2007 — 2007
Exchange Semester, Finance, Economics
Private July 2014 - Present
Morgan Stanley Smith Barney December 2005 - January 2012
Merrill Lynch June 2000 - October 2004
Southwestern Psychiatric Services/Adapt Behavioral Healthcare July 1994 - August 1996
AVSCO July 1989 - November 1993
Prudential Securities 1986 - 1990
ContiCommodity 1980 - 1984
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Sales, Insurance, Financial Analysis, Series 63, FINRA, Customer Service, Operations Management, Trading, Outlook, Microsoft Excel, 401k Rollovers, ETFs, Data Entry, Stock Trading, Variable Annuities, Due Diligence, Microsoft Word, Credentialing, Medical Billing, Insurance Verification, Travel Management, Enhanced Due Diligence, Inventory Control, Expense Reports, Cost Basis, Market Research, Phone Etiquette, Self-starter, Self-driven, Self-confidence, Force Protection, Bloomberg, Typing, Collections, Compliance, Project Coordination, Document Review, Data Profiling, Appointment Scheduling, Uniform Combined State..., Life Settlements
Education
Brookhaven Community College 1983 — 1984
Anatomy Physiology
Richland, Eastfield and Brookhaven college 1979 — 1980
Basics
Eastfield College
Typing 70-80 WPM
Raymond James September 1998 - Present
The Florida Aquarium 2007 - June 2014
The Leukemia & Lymphoma Society 1997 - June 2014
The Leukemia & Lymphoma Society 2004 - 2010
Prudential Securities September 1993 - September 1998
Shearson / Smith Barney September 1985 - August 1993
Merrill Lynch August 1978 - August 1985
Nabisco, Inc. January 1974 - July 1978
US Army December 1971 - December 1973
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, FINRA, Finance, Leadership, Retirement, Securities, Financial Advisory, Management, Sales, Wealth, Employee Benefits
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1981
Marketing and Economics
Brookdale Community College 1974 — 1978
A.A.S., Marketing / Economics
Christian Brothers Academy 1967 — 1971
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Digerati, Inc. September 2012 - Present
Merrill Lynch December 2011 - August 2012
Skills
Video Production, Video Editing, Photography, Marketing
Education
Wayne State University 2012 — 2016
Brooks Institute
Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch March 2010 - February 2011
CentraState Healthcare System November 2007 - November 2009
Merrill Lynch May 2000 - January 2007
Aventis March 1999 - May 2000
Skills
Microsoft Certified..., CCNA, Sage CRM, Active Directory, Servers, DHCP, Desktop Application..., Security, Technical Support, TCP/IP, Operating Systems, Hardware, Desktop Support...
Education
The Chubb Institute - now Anthem Institute 1998 — 1999
Certificate, Computer Support
Monmouth College 1993 — 1994
Business Management
Brookdale Community College 1992 — 1993
Associate of Arts (A.A.), Business Administration
Maggiano's Little Italy Service and Sales SpecialistBank of AmericaJanuary 2014 - Present
Bank of America February 2013 - January 2014
Merrill Lynch November 2012 - February 2013
Bank of America July 2010 - November 2012
Skills
Banking, Consumer Lending, Credit, Loan Origination, Lines Of Credit, Deposits, Credit Cards, Branch Banking, Teller Operations, Retail Banking, Commercial Banking, Credit Analysis, Loans, Finance, Small Business Lending
Education
BRHS 2006 — 2010
Brookdale Community College
MCG Photography, LLC January 2002 - Present
Merrill Lynch January 2000 - June 2000
Time Warner Book Group September 1992 - April 1995
Skills
Portraits, Photography, Architectural..., Studio Lighting, Commercial Photography, Portrait Photography, Event Photography, On Location, Wedding Photography, Weddings, Aerial Photography, Landscape Photography, Photos, Fine Art Photography, Photojournalism, Studio Photography, Social Media, Stock Photography
Education
Brooks Institute of Photography 2000 — 2001
Commercial Photography
Western Washington University 1987 — 1992
BS, Political Science
University of Plymouth 1989 — 1990
English Literature, Business Studies
Brooks Brothers June 2013 - June 2015
Bank of America 2012 - June 2013
Merrill Lynch April 2012 - August 2012
Merrill Lynch July 2010 - April 2012
Gap Inc. August 2006 - July 2010
Skills
Customer Satisfaction, Recruiting, Banking, Time Management, Customer Service, Sales, Budgets, Interviews, Networking, Customer Retention
Education
Rutgers University 2007 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Brookdale Community College 2004 — 2007
Associate's degree, Paralegal
AIG - Global Property July 2014 - Present
AIG March 2012 - July 2014
Chartis April 2011 - March 2012
BBC Worldwide June 2010 - October 2010
Lifetime Entertainment Services August 2008 - December 2009
Forrest Solutions Group June 2008 - August 2008
Centerline Capital Group November 2007 - June 2008
Merrill Lynch August 2006 - June 2007
Merrill Lynch April 2005 - August 2006
Merrill Lynch July 2004 - April 2005
Skills
AED/CPR Certified, Editing, Teaching, Social Media, Resume Writing, Creative Writing, Text Editing, Proofreading
Education
University of North Florida
Bachelor’s Degree, Sociology, August 2015
City University of New York-Hunter College 2013 — 2013
Sociology
Broward Community College 1996 — 1999
AA, English Literature
Hollywood Hills High 1992 — 1996
HS Diploma
WYVERN Consulting, Ltd June 2012 - Present
Various Roles and Production Companies January 1984 - Present
Merrill Lynch 2004 - June 2012
Biogen Idec 2007 - 2010
United Airlines April 1988 - February 2002
TWA 1987 - 1988
Skills
Acting, Creative Writing, Technical Writing, Flight Attendant, Aircraft Evacuation, Airline Reservations, Airlines, Commercial Aviation, Airline Ticketing, Airline Gate Agent, Ramp Serviceman/Baggage..., Customer Service, Microsoft Excel, Microsoft Word, Relationship Management, Investments, Securities, Series 7, Financial Advisory, Asset Allocation, Wealth Management, Portfolio Management, Equities, Mutual Funds, Fixed Income, Strategic Financial..., Banking, Retirement Planning, Bonds, Financial Modeling, Financial Analysis, Investment Strategies, 401k, 401k Rollovers, Traditional IRA, Roth IRA
Education
Rutgers University-New Brunswick 1984 — 1987
Bachelor of Arts (B.A.), English Language and Literature, General, 3.0
Brookdale Community College 1983 — 1984
Accounting, 3.5
Wagner College 1982 — 1983
Chemistry Pre-Med, 3.75
HSBC May 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Thomson Reuters October 2008 - June 2010
MarketAxess July 2007 - April 2008
Merrill Lynch June 2004 - June 2007
Lockheed Martin June 1996 - June 2004
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Agile Methodologies, Program Management, Visio, Unix, SQL, Software Project..., Vendor Management, Software Development, IT Strategy, Business Intelligence, Process Improvement, Project Management, Requirements Gathering, Project Portfolio..., Solution Architecture, MS Project, Project Delivery, Architecture, User Acceptance Testing, IT Service Management, Prime Brokerage
Education
State University of New York at Buffalo 1994 — 1996
Bachelor of Science (B.S.), Computer Science
Broome Community College 1992 — 1994
Associate of Science (A.S.), Computer Science
MetLife August 2014 - Present
Cetera Financial Group June 2009 - July 2014
Sovereign Bank March 2003 - March 2009
Merrill Lynch August 1999 - November 2002
Skills
Wealth Management, Investment Management, Portfolio Management, Investment Strategies, Investment Advisory, Retirement Planning, Mutual Funds, Life Insurance, Disability Insurance, Series 7, Series 63, Series 24, Series 65, Investments, Securities, Finance, Financial Services, Financial Planning, Risk Management, Asset Allocation, Retirement, Asset Management, Financial Advisory, Insurance
Education
Brown University 1990 — 1994
Bachelor of Arts (BA), Economics
POINT PLEASANT BOROUGH HS 1986 — 1990
HIGH SCHOOL DIPLOMA
New York State Department of Labor April 2015 - Present
Ginarte, O'Dwyer, Gonzalez, Gallardo & Winograd, LLP August 2013 - March 2015
Legal Aid Society December 2011 - August 2013
National Center for Law & Economic Justice April 2010 - December 2011
Moody's Investors Service January 2007 - November 2009
Merrill Lynch August 2001 - September 2006
Skills
Employment Law, Litigation, Employment..., Discrimination Law, Wage & Hour, Workplace Harassment, Human Resources, Pro Bono, Legal Writing, Civil Litigation, Discrimination, Legal Research, Westlaw, Mediation
Education
Brooklyn Law School 2001 — 2004
JD
University of Maryland College Park 1994 — 1998
Dual BA, Political Science & Criminal Justice
Force Group at Keller Williams Realty December 2014 - Present
RE/MAX January 2014 - December 2014
Merrill Lynch January 2012 - February 2013
Dow Jones 2006 - 2009
Foxtons Financial 2003 - 2006
Merrill Lynch 2000 - 2002
AT&T January 1998 - January 2000
Skills
CRM, Customer Service, Marketing, Financial Services, Microsoft Office, Recruiting, Sales Operations, Negotiation, Finance, Time Management, Cold Calling, Marketing Strategy, Bilingual-Spanish, Closing Deals, Problem Solving, Sales Management, Sales Support, Customer Relations, New Business Development, People Skills, Business Acumen, Client Retention, Developing Client..., Client Relationship..., Cognitive Learning, Self-Confidence, Decision Making, Judgment, Active Listening, High Energy Level, Dependability, Communication Skills, Sales Process, Sales Leadership..., Multi Tasking, Call Center, Account Management, Accountability, Customer Experience, Phone Etiquette, polished, International Sales, Sales Presentations, Public Speaking, Sales Prospecting, Sales Process..., Licensed Property &..., Real Estate License, Real Estate
Education
Brookdale Community College 2006 — 2012
Associate, Science
Chubb Institute 2004 — 2006
CTS, Computer Technical Support
Sears Holdings Corporation February 2014 - Present
The GO TO - HOW TO Guy March 2013 - Present
Fi Companies August 2002 - March 2013
Fi Companies August 2002 - February 2013
New Horizons Computer Learning Centers North Bergen NJ February 1997 - February 2002
Kate Spade & Company February 1997 - February 2002
Fleet Bank January 1996 - January 1997
DoubleTree by Hilton May 1993 - December 1995
Vista Hotel (Hilton International) July 1990 - June 1993
Merrill Lynch June 1986 - July 1990
Skills
Claim Investigation, Insurance Claims, Workers Compensation, Training, Safety Consulting, Project Planning, Contract Negotiation, Contract Management, Leadership, Background Checks, Procurement, Logistics, Technical Writing, Instructional Design, Construction Safety, Process Safety, Retail, Process Scheduler, Microsoft Office
Education
Seton Hall University 1981 — 1985
Bachelor of Business Administration (BBA), Business / Education
Thomas Edison State College 1981 — 1985
BS, Business, Management, Marketing, and Related Support Services
Brookdale Community College 1973 — 1975
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities, 3.6
Marlboro High School 1968 — 1972
High School, College Prep
Morgan Stanley September 2014 - Present
Computershare October 2012 - September 2014
UBS Wealth Management July 2005 - July 2012
Merrill Lynch December 2002 - July 2005
Skills
Business Analysis, Customer Service, Equities, Financial Analysis, Financial Services, Management, Marketing, Microsoft Office, Process Improvement, Project Management, Real Estate, Sales, Strategic Planning
Education
Rutgers University-New Brunswick 1998 — 2000
Bachelor's Degree, Economics
Brookdale Community College 1996 — 1998
Associate's Degree, Economics
Gerard A. Del Tufo, Esq. January 2013 - Present
Swain & Westreich, LLC January 1991 - Present
Real Estate Assistant January 1991 - Present
Merrill Lynch January 1981 - August 1991
Skills
Professional in the..., Real Estate Transactions, Loans, Short Sales, Mergers & Acquisitions, Notary Public, Real Property, Real Estate, Courts, Commercial Litigation, Selling, Investment Properties, Family Law, Foreclosures, Mortgage Lending, Condos, Licensing, Relocation, Real Estate Development, Sellers, Legal Writing, First Time Home Buyers, Residential Homes, Corporate Law, Legal Research, Litigation, Civil Litigation
Education
Brookdale Community College
Licensed Title Producer
John Adams High School
Utopia Communications January 2008 - Present
Exclusiv Vodka 2013 - 2014
Exclusiv Vodka 2013 - 2014
Exclusiv Vodka 2013 - 2014
Utopia Communications September 2008 - 2013
Utopia Communications September 2008 - 2013
Wachovia Securities Financial Network August 1999 - June 2007
Wachovia Securities January 1999 - January 2007
Merrill Lynch January 1994 - January 1999
Skills
Social Media Marketing, Public Relations, Social Media, Event Planning, Media Relations, Social Networking, Strategic Planning, Facebook, Strategy, Blogging, Newsletters, Event Management, Management, Customer Service, Sales, Project Management, Digital Marketing, Marketing Communications, Marketing, Advertising, Press Releases, Public Speaking, Creative Direction, Time Management, CRM, Trade Shows, Crisis Communications, Fundraising
Education
Brookdale Community College 1986 — 1989
Associates, Business
Brookdale Community College
Mater Dei High School
Law Offices of Jeffrey Lichtman December 2007 - Present
Merrill Lynch March 2007 - December 2007
United States Court of Appeals for the Second Circuit May 2005 - August 2005
Kings County District Attorney's Office January 2005 - April 2005
United States Attorney's Office for the District of Connecticut May 2004 - August 2004
Skills
White Collar Criminal..., Criminal Defense Lawyer, Litigation, Legal Research, Constitutional Law, Legal Writing, Appeals, Policy, Management, Securities Regulation, Civil Litigation, Westlaw, Commercial Litigation, Trials, Corporate Law, Criminal Law, Legal Advice, Courts
Education
Brooklyn Law School 2003 — 2006
Hamilton College 1998 — 2002
Bachelor of Arts (BA), Economics
Hopkins School
Merrill Lynch December 1997 - August 2003
Loews Corporation March 1995 - November 1997
Finlay Fine Jewelry February 1993 - March 1995
Real Estate Management January 1984 - February 1993
Skills
Testing, Software Development, Databases, Software Documentation, SQL, Security, Operating Systems, Quality Assurance, Requirements Analysis, Training, Windows XP, Windows, Application Development, Unix, Programming, Access, Excel, Microsoft Office, Problem Solving, Customer Relations, Word, Troubleshooting, Integration, Hardware, System Administration, Business Analysis, Analysis, Documentation, Customer Service, XP, Linux, Visual Basic, Windows 7, SQL Server, Outlook, Data Analysis, MS Office Suite, PowerPoint, Disaster Recovery, Systems Analysis, Requirements Gathering, JCL, CICS, Mainframe, Telecommunications, VoIP, Technical Training, Syncsort, COBOL, Chrome OS
Education
The Chubb Institute 1992 — 1993
Diploma, Computer Programming
Brookdale Community College
Marketing and Management studies
Harkins Wealth Management, LLC June 2008 - Present
Merrill Lynch December 2006 - June 2008
Edward Jones February 2000 - December 2006
Citizens Bank/Citizens Financial Services, Inc. November 1998 - February 2000
United States Marine Corps 1986 - 1991
Skills
Retirement Planning, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Retirement, Mutual Funds, Investment Strategies, 401k Rollovers, Series 7, Investment Advisory, Financial Advisory, Uniform Combined State..., Securities, Financial Services, 401k, Investment Management, Wealth, Personal Finance, Saving for Education, FINRA, Alternative Investments, ETFs, Series 65, Series 63, Wealth Accumulation, IRAs, Fixed Annuities
Education
Bentley University - McCallum Graduate School of Business 2011 — 2013
Master of Science in Financial Planning (MSFP), Comprehensive Financial Planning & Wealth Management
Brown University 1994 — 1999
AB, Organizational Behavior & Management/Sociology
Wagner College August 2014 - Present
Red Bank Armory Ice Complex March 2008 - August 2014
Merrill Lynch January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Facebook
Education
Wagner College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Brookdale Community College 2010 — 2012
Associate's degree, Business Administration and Management, General
Bowman Law Firm, LLC June 2014 - Present
W. P. Carey Inc. February 2011 - May 2014
UBS June 2009 - August 2009
W. P. Carey Inc. May 2008 - March 2009
Merrill Lynch September 2006 - July 2007
Ted Susi For State Representative (District 86, Maine) January 2006 - November 2006
Morgan Stanley January 2005 - October 2005
EMILY's List June 2004 - November 2004
Education
Brooklyn Law School 2007 — 2010
JD
University of Pennsylvania 2001 — 2004
BA
Real Estate Investor; Myself only March 1990 - Present
Bank of America March 2009 - October 2010
Merrill Lynch September 2000 - March 2009
Merrill Lynch March 1998 - September 2000
Vacation Chalets LTD March 1990 - March 1998
Education
Brookdale Community College
Chemistry, Biology, Microsoft Office
Western Michigan University
BS, Fashion Merchandising
Major Company February 2014 - April 2015
Renew Jersey Stronger July 2013 - February 2014
Gucci Group June 2013 - June 2013
ATT February 2010 - June 2013
Dell September 2007 - September 2008
Merrill Lynch 2007 - 2008
Skills
•Dell Hardware •IBM..., Troubleshooting, Network Administration, VPN, Operating Systems, Oracle, Software Documentation, Windows, Microsoft Office, Computer Hardware, System Administration, Windows Server, Wireless Networking, BMC Remedy, Telecommunications, Technical Support, Switches, Software Installation, Computer Repair, Hardware, Security, XP, Networking, Active Directory, Integration, DNS, Servers, VMware, Windows 7, LAN-WAN, TCP/IP, Routers, Disaster Recovery, Cisco Technologies, IT Operations, CCNA, Cisco IOS, Firewalls, Network Engineering, Powershell, IT Management, Team Leadership, Technical Project..., System Deployment, Management, Windows XP
Education
Brookdale Community College 2008 — 2009
None, General
HSBC September 2015 - Present
Barclays July 2014 - September 2015
Barclays Capital September 2008 - July 2014
Lehman Brothers November 2004 - September 2008
Merrill Lynch October 2002 - November 2004
US Attorney's Office - Eastern District of New York January 2000 - October 2002
NYS Attorney General September 1998 - October 2002
NASD Regulation (FINRA) 1998 - 1998
Skills
OFAC, Private Investigations, Securities, Enforcement, Surveillance, AML, Bribery, Corruption, Whistleblower, KYC, Fraud, Bank Secrecy Act, Series 7, Anti Money Laundering
Education
Brooklyn Law School 1994 — 1997
JD
The Icon Group :: RE/MAX Villa Realtors January 2015 - Present
Waterfall Asset Management LLC November 2010 - Present
Better Homes Realty NJ June 2007 - January 2015
Merrill Lynch January 2009 - August 2010
Sunsation January 2001 - April 2007
Skills
New Jersey Real Estate..., Management, Investors, Marketing, Analysis, Selling, Negotiation, Sales, Contract Negotiation, Customer Service, Inventory Management, Single Family Homes, Real Estate, New Business Development, Microsoft Excel, Asset Management, REO, Sales Management, Investments, PowerPoint, Microsoft Office
Education
Ramapo College of NJ 2007 — 2009
Bachelor of Arts (B.A.), International Business
Brookdale Community College 2005 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Delicious Orchards September 2014 - Present
Olde Riverside School July 2014 - August 2014
Best Buy May 2013 - January 2014
Merrill Lynch October 2012 - April 2013
Reydel Volkswagen Inc October 2010 - October 2012
The Home Depot February 2010 - October 2010
Skills
Customer Service, Leadership, Organization, Multi Tasking, Time Management, Communication Skills, Problem Solving, Analytical Skills, Self-Motivated, Team-oriented, Fast Learner, Computer Skills, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, Email Systems, Invoicing, Outlook
Education
Georgian Court University 2014 — 2016
Elementary Education with Middle School Math Endorsement and Special Education Endorsement
New Jersey City University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Brookdale Community College 2006 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Catholic Church May 2014 - Present
AIG Global Finance Operations November 2013 - Present
AIG Benefit Solutions January 2007 - Present
Vonage Holdings January 2006 - January 2007
Emcon Associates April 2004 - December 2005
New York Institute of Finance February 2001 - February 2004
Paytrust 2000 - 2001
Merrill Lynch 1991 - 1998
Merrill Lynch 1993 - 1996
USAF 1984 - 1988
Skills
Instructional Design, Training, CRM, Recruiting, Management, Human Resources, Employee Benefits, Coaching, Leadership Development, Call Centers, Employee Training, Training Delivery, New Hire Orientations, Team Management, Strategic Planning, Team Building, Onboarding, Customer Retention, Budgets
Education
Georgian Court University 2001 — 2007
BS, Business Administration/Human Resources
Brookdale Community College 1988 — 1991
Associate of Arts (A.A.)
Matawan Regional High School 1983 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Merrill Lynch July 2010 - Present
Bank of New York Mellon October 2008 - June 2010
Dresdner Kleinwort June 2005 - September 2008
Deloitte Tax LLP August 2000 - June 2005
Skills
Tax Law, International Tax, FATCA, Cost Basis, Withholding, CPA
Education
New York University School of Law 2000 — 2003
LL.M., Tax
Brooklyn Law School 1997 — 2000
J.D., Tax Law/Taxation
Touro College 1992 — 1996
B.S., Accounting
Bank of America Merrill Lynch May 2009 - Present
Verizon Business February 2009 - May 2009
Next IT Corporation August 2007 - February 2009
Medco February 2007 - July 2007
Prudential Financial October 2006 - January 2007
Verizon Business May 1998 - October 2006
Merrill Lynch February 1996 - May 1998
MCI International June 1995 - February 1996
Merrill Lynch August 1992 - June 1995
MCI International May 1989 - August 1992
Skills
COBOL, Requirements Analysis, JCL, Unix, Microsoft SQL Server, Mainframe, Visio, VSAM, DB2, SQL, Java, Disaster Recovery, SDLC, Databases, Testing, TSO, Telecommunications, Software Development, CICS, MVS, Systems Analysis, Visual Basic, Software Documentation, MS Project
Education
LitheSpeed 2013 — 2013
Certified ScrumMaster, ScrumMaster
Brookdale Community College 2001 — 2009
Business Administration
LYRIC April 2015 - Present
Goodwill Industries of Houston December 2013 - October 2014
Goodwill Industries December 2009 - October 2014
Merrill Lynch June 2008 - October 2008
Berkshire Realty January 2005 - January 2008
Mainland's I August 2003 - December 2004
Skills
Office Management, File Management, QuickBooks, Accounts Payable, Outlook, Microsoft Word, Microsoft Excel, Finance, Sales, Customer Service, Budgets, Bank Reconciliation, Bookkeeping, Data Entry, Microsoft Office, Access, Account Reconciliation, PowerPoint, Event Planning, Nonprofits, Training, Payroll, Management, Human Resources, Analysis, Accounting, Invoicing, Internal Controls, General Ledger, Auditing, Journal Entries, Peachtree, Financial Statements, Financial Reporting, Administration, Software Documentation, GAAP
Education
University of Houston 2010 — 2013
Master's in Accountancy, Accounting, CPA
Florida International University 2007 — 2008
Bachelors, Finance
Coast School of Real Estate 2002 — 2002
License, Real Estate
Broward College 2000 — 2002
Associates, Business Administration
Neuberger Berman February 2013 - Present
Neuberger Berman July 2012 - January 2013
USAA December 2011 - May 2012
Valerie Bailey, Esq. January 2009 - December 2011
Rider University September 2009 - June 2010
Mercer County Community College September 2009 - June 2010
Merrill Lynch February 2007 - March 2009
Morgan Stanley May 2005 - February 2007
NASD nka FINRA December 1988 - May 2005
New York City Court Administration April 1986 - December 1988
Skills
Compliance, Securities, Series 7, Investment Advisory, FINRA, Securities Regulation, Risk Management, Arbitration, AML, Investments, Corporate Law, Mediation, Training, Policy, Corporate Governance, Licensing, Financial Services, Derivatives, Due Diligence, Wealth Management
Education
Brooklyn Law School 1982 — 1985
JD, Law
Fairleigh Dickinson University 1978 — 1982
BA, Political Science
Ewing High School 1976 — 1978
Diploma
STATHS
Bank of America July 2012 - 2013
Bank of America January 2009 - July 2012
Merrill Lynch & Co September 2006 - January 2009
Merrill Lynch August 1999 - September 2006
Merrill Lynch March 1996 - August 1999
NatWest Bank 1994 - 1996
Skills
Risk Management, Vendor Management, Networking, Operations Management, Management, Program Management, Team Building, Six Sigma, Leadership, Process Improvement, Microsoft Office, Business Analysis, Budgets, Project Management, SDLC, Marketing, Strategy, Sourcing, Asset Managment, Relationship Management, Contract Negotiation, Outsourcing, Team Leadership, Service Delivery, Disaster Recovery, Change Management, Portfolio Management, Procurement, Business Continuity, Business Process..., Cross-functional Team..., Financial Services, Strategic Planning, Business Development, Project Delivery, Training, Project Planning
Education
Brookdale Community College 1986 — 1987
Associate of Arts, Communications
Rutgers University – Camden
Liberal Studies
Bottone Realty Group,Inc. February 2000 - Present
Bottone Realty Group,Inc. February 2000 - Present
Merrill Lynch December 1985 - January 1989
Skills
Foreclosures, Townhomes, Relocation, Advertising, Small Business, Condos, New Home Sales
Education
Brookdale Community College
Global Tax Management August 2014 - Present
Grant Thornton LLP April 2012 - August 2014
Time Warner Inc. May 2011 - March 2012
TVF International September 2009 - April 2011
Merrill Lynch June 2008 - August 2008
Skills
.NET, C#, VB.NET, ASP.NET, SQL, Microsoft Excel, JavaScript, MVC, XML, Java, Microsoft SQL Server, Access, Vertex, OneSource
Education
Villanova University 2006 — 2008
Bachelor of Science (BS), Major - Finance / Minor - Economics, GPA: 3.72
Brookdale Community College 2005 — 2006
GPA: 4.0
Carolina Academic Press June 2014 - Present
Schechter & Brucker, P.C. 2009 - Present
Chanel, Inc. August 2008 - June 2009
Merrill Lynch June 2008 - August 2008
Supreme Court, New York County August 2007 - December 2007
Bloomberg, L.P. June 2007 - August 2007
Edwards Angell Palmer & Dodge LLP June 2006 - August 2006
INTERPOL: U.S. National Central Bureau August 2005 - December 2005
Ogilvy Public Relations Worldwide / Ogilvy & Mather June 2005 - August 2005
Skills
Legal Research, Legal Writing, Commercial Litigation, Corporate Law, Employment Law, Criminal Law, Trials, Real Estate, Trademarks, Legal Advice, Real Estate Transactions, Copyright Law, Hearings, Westlaw, Litigation, Civil Litigation, Courts, Arbitration, Property Law, Appeals, Torts, Securities Regulation, Personal Injury, Corporate Governance, Bankruptcy
Education
Brooklyn Law School 2006 — 2009
J.D., Law
University of Maryland College Park 2002 — 2006
B.A., Criminology & Criminal Justice
Merrill Lynch September 2015 - Present
Bank of America Merchant Services June 2011 - September 2015
Bank of America December 2007 - June 2011
Sprint Nextel September 2005 - April 2008
Skills
Credit, Banking, Cold Calling, Merchant Services, Small Business, Sales, Relationship Management, Retail, Mortgage Lending, Loans, Finance, Financial Services, New Business Development, Consumer Lending, Retail Banking, Financial Analysis, Customer Service, B2B, Credit Analysis, Time Management, Portfolio Management, Commercial Banking, Loan Origination, Sales Management, Leadership, Mortgage Banking, Risk Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Brookdale Community College 2001 — 2004
Associate's degree, Business Administration and Management, General
Ballard Spahr LLP November 2012 - Present
Cole, Schotz, Meisel, Forman & Leonard, P.A. February 2011 - November 2012
United States Bankruptcy Court, District of Delaware February 2010 - February 2011
Garfunkel Wild, P.C. August 2008 - January 2010
St. John's University School of Law August 2007 - January 2008
Merrill Lynch May 2006 - August 2006
United States District Court, Eastern District of New York June 2005 - August 2005
LaunchPad Productions July 2002 - July 2004
Skills
Legal Research, Bankruptcy, Litigation, Courts, Hearings, Pleadings, Chapter 11, Commercial Litigation, Legal Writing, Civil Litigation, Trials, Restructuring, Creditors' Rights, Appeals, Arbitration
Education
St. John's University School of Law 2007 — 2010
LL.M., Bankruptcy
Brooklyn Law School 2004 — 2007
Juris Doctorate
University of California, Riverside 1997 — 2001
B.S., Business Administration
Crossroads
St. James
Great White Shark Enterprises May 2002 - Present
Ernst & Young 1991 - 2002
Merrill Lynch 1996 - 1998
Coopers & Lybrand Consulting 1989 - 1990
Skills
Negotiating Major asset..., Corporate Business..., Home Office Management, Personal Investment..., Asset Acquisitions, IRS problem resolution
Education
Brooklyn Law School 1989 — 1992
Doctor of Law (J.D.)
Lehigh University - College of Business and Economics 1985 — 1989
Bachelor of Science (B.S.), Accounting - Minor in Computer Science
Cedar Ridge High School 1981 — 1985
12
Mutual of America April 2012 - Present
Merrill Lynch August 2010 - April 2012
PFS Investments July 2003 - August 2010
Skills
Estate Planning, Life Insurance, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Long-term Care, Financial Advisory, Variable Annuities, Series 7, Retirement Planning, Wealth Management, 401k, Mutual Funds, Retirement, Financial Planning
Education
Brown College 1980 — 1981
UCNY,Inc. June 2009 - Present
Merrill Lynch March 2008 - Present
BlueCads LLC,Mobile AdVentures, Piranha Media LLC and CrossPond Media LLC May 2007 - Present
Joseph J Bambara Attorney at Law February 1990 - Present
Education
Brooklyn Law School 1977 — 1981
Juris Doctorate, Law
City University of New York City College 1969 — 1977
BS;MS, Computer Science
Brooklyn Technical HS 1965 — 1969
Regents Diploma, Engineering
PNC February 2013 - Present
Sovereign Bank April 2012 - January 2013
Merrill Lynch May 2011 - April 2012
Merrill Lynch June 2010 - May 2011
AXA Equitable June 2007 - May 2010
Education
Kean University
Montclair State University 2004 — 2006
BS, Finance
Montclair State University 2004 — 2006
BS, Finance
Montclair State University
BS, Business Administration; Finance
Brookdale Community College 2001 — 2004
Associates, Business Administration
Elwell Law Firm April 2008 - Present
Merrill Lynch January 2005 - November 2007
Skills
Corporate Law, Legal Research, Legal Writing, Research, Public Speaking, Legal Advice, Contract Negotiation, Mediation, Negotiation, Legal Assistance, Intellectual Property, Estate Planning, Estate Law, Business, Finance
Education
Loyola University New Orleans College of Law 2001 — 2004
Doctor of Law (J.D.), Business and International Law
University of Louisiana at Lafayette 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Brooklyn Law School
Law
Lockheed Martin June 2014 - Present
Lockheed Martin June 2012 - June 2014
Tioga Downs Racing & Entertainment June 2011 - August 2011
YMCA November 2005 - January 2011
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Bank Reconciliation, Financial Analysis, Microsoft Excel, Microsoft Word, Social Media, Leadership, Finance
Education
Buffalo State College 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
Broome Community College 2010 — 2010
Associate's degree, Business Administration
Rafkin & Company 2002 - Present
Consumer Dynamics 2010 - 2015
Siegel+Gale 2008 - 2010
FutureBrand May 2001 - December 2002
Savos, Inc. 1999 - 2001
Nickelodeon 1996 - 1997
Nabisco 1994 - 1996
Pillsbury Company 1991 - 1994
Merrill Lynch 1986 - 1989
Skills
Brand Architecture, Customer Insight, Positioning, Marketing Strategy, Digital Strategy, Integrated Marketing, Digital Marketing
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
Brown University 1982 — 1986
BA
London School of Economics and Political Science 1984 — 1984
Semester Abroad
Adobe June 2015 - Present
LinkedIn May 2014 - August 2014
OgilvyOne September 2010 - July 2013
Merrill Lynch July 2008 - October 2009
Merrill Lynch July 2006 - June 2008
Skills
Digital Marketing, Strategy, Analytics, Web Analytics, Financial Modeling, Market Research, Omniture, Investment Banking, Integrated Marketing, Google Analytics, Private Equity, Segmentation, Direct Marketing, Customer Insight, SAS, Digital Strategy, Digital Media, Interactive Marketing, Competitive Analysis, Mobile Marketing, Email Marketing, Marketing Research, Mentoring
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Brown University 2002 — 2006
BA, Political Science, Business Economics
Merrill Lynch December 2001 - Present
Covington Industries June 1994 - December 2001
Education
Northwestern University 1985 — 1989
BA, Political Science
Brooklyn Law School
JD
Enterprise Rent-A-Car January 2013 - Present
Merrill Lynch May 2012 - July 2012
Club Demonstration Services October 2011 - May 2012
First Energy August 2011 - September 2011
Rutgers Telefund January 2011 - May 2011
Home Depot November 2007 - August 2009
Skills
Excellent verbal and..., Proficient in Microsoft..., Ability to prioritize,..., Self-starter with..., Manage calendar &..., Interact with high..., Scanning documents, Management, Sales, Time Management, Training, CRM, Call Centers, Customer Service, Data Entry, Digital Media, Interviews, PowerPoint, Public Relations, Scanners, Troubleshooting, Social Media, Advertising, Negotiation, Teamwork, Facebook, Internet Explorer, Accounts Payable, Research, Social Networking, Broadcast Television, Spreadsheets, Mac, Media Relations, Microsoft Excel, Telephone Skills, Editing, Online Research, Video Production
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2011
Bachelor's Degree, Communication
Brookdale Community College 2006 — 2009
Associate's, Communication
Departmental Disciplinary Committee , Appellate Division, 1st Department October 2015 - Present
Roger V. Archibald PLLC March 2015 - September 2015
Wenig & Saltiel LLP September 2014 - January 2015
Peter Ginsberg LLC July 2014 - September 2014
BHL Law Group March 2014 - July 2014
Law Offices of George A. Constantine September 2012 - February 2014
Vera Institute of Justice May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Event Planning, Fundraising, ProLaw, Westlaw, LexisNexis, Timeslips, QuickBooks
Education
Brooklyn Law School 2014 — 2017
Juris Doctor (J.D.), Criminal Law, 3P
Columbia University-Barnard College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Sills Cummis & Gross P.C. September 2012 - Present
Sills Cummis & Gross P.C. June 2010 - July 2011
Merrill Lynch July 2007 - June 2009
Merrill Lynch June 2006 - August 2006
Skills
Finance, Real Estate, Securities Regulation, Commercial Litigation, Corporate Governance, Venture Capital, Legal Advice, Private Banking, Due Diligence
Education
Brooklyn Law School 2009 — 2012
Juris Doctor (J.D.)
Penn State University 2003 — 2007
BS, Finance, Business Law
Millburn High School
High School
Brookdale Community College September 2015 - Present
Brookdale Community College September 2013 - May 2015
Merrill Lynch October 2006 - November 2009
DKMS Americas November 2007 - January 2008
Reliance National Insurance January 1993 - January 1995
Reliance National Insurance January 1990 - January 1993
Elettronica San Giorgio - ELSAG January 1989 - January 1990
Skills
Non-profits, Recruiting, Budgets, Event Management, Management, Microsoft Word, Outlook, Nonprofits, Human Resources, Microsoft Office, Leadership, Administration, Data Analysis, Employee Benefits, Fundraising, Microsoft Excel, PowerPoint, Sales, Event Planning, Policy
Education
Brookdale Community College 2013 — 2015
Health Sciences & Business Administration, 3.9
Monmouth University 2012 — 2013
Bachelor of Science, Medical Lab Sciences - prerequisite studies., 3.9 GPA
Rider University 2006 — 2009
Business Management & Leadership Studies, 3.9 GPA
St. Francis College 1993 — 1995
Business Management, 3.9 GPA
University of Pennsylvania September 2012 - Present
Morgan, Lewis & Bockius LLP June 2011 - September 2012
Mintz Levin October 2008 - June 2011
Mintz Levin May 2007 - August 2007
NYSE Euronext September 2006 - December 2006
Merrill Lynch May 2006 - August 2006
Columbia Investment Management Company, LLC 2002 - 2005
Skills
Due Diligence, Mergers, Securities, Private Equity, Venture Capital, Corporate Law, Corporate Transactional, Private Placements, Finance, Transactional Law, Lifesciences, Commercial Contracts, Medical Devices, Pharmaceutical Industry, Clinical Trials, Material Transfer..., Data Use Agreements, Non-disclosure..., Regulatory Requirements, Company Acquisitions, Cross-border..., Joint Ventures, Emerging Growth..., Investment Management, Restructuring, Reorganisation, Angel Investing, Technology, Purchase Contracts, Closing Deals, Sales Contracts, Industrial Sector, Legal Writing, Corporate Governance, Acquisitions, Mergers & Acquisitions, Legal Assistance, Securities Regulation, Intellectual Property, Legal Research
Education
University of Pennsylvania Law School 2013 — 2016
Master of Laws (LL.M.), Intellectual Property and Regulatory Law
Brooklyn Law School 2005 — 2008
J.D., Law
Bucerius Law School 2007 — 2007
Certificate, International Comparative Business Law
Columbia University in the City of New York 1998 — 2002
BA, Economics-Philosophy
Merrill Lynch January 2013 - May 2013
Ever Evolving Enterprises June 2013 - 2013
Skills
PowerPoint, Student Affairs, Higher Education
Education
Broome Community College 2012 — 2013
Accounting, 3.7
SUNY Oswego 2008 — 2012
Bachelor of Arts (B.A.), Public justice
Bloomberg BNA March 2012 - Present
Thomson Reuters April 2007 - February 2012
Merrill Lynch February 2006 - December 2006
Skills
Business Development, Customer Service, Sales, New Business Development, Account Management, Business Strategy, CRM, Marketing, Project Management, Business Analysis
Education
Brooklyn Law School 2002 — 2005
Doctor of Law (J.D.)
Western Connecticut State University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
The Frisco Group, LLC January 1999 - Present
D&R Communications February 2007 - August 2009
Merrill Lynch January 2000 - October 2001
H&R Communications January 1996 - 1999
KPR - Kallir, Philips, Ross January 1996 - January 1997
Lanmark Group 1987 - 1996
Skills
Certified Home Stager, Picture Framing, Mounting and Laminating, Large Format Printing, Custom invitations,..., Quark, Adobe Creative Suite, Art Direction, Digital Photography, QuarkXPress, Direct Mail, Wide Format Printing, Direct Marketing, Brochures, Image Manipulation, Logo Design, Graphics, Invitations, Concept Development, Illustrator, Art, Flyers, Corporate Identity, Catalogs, Packaging, Visual Communication, Graphic Design, Advertising, Creative Direction, Photography, Brand Development, Email Marketing
Education
duCret School of the Arts 1982 — 1985
Brookdale Community College
Edison High
Self Employed Compliance Specialist and Hub International Investment Services, Inc. March 2011 - Present
Foothill Securities, Inc. September 1989 - September 2009
Foothill Securities, Inc September 1989 - September 2009
Christopher Weil & Co July 1988 - September 1989
Merrill Lynch, Pierce Fenner and Smith March 1980 - June 1985
Merrill Lynch June 1974 - August 1976
Skills
Securities, Investments, Series 7, FINRA, Series 24, Mutual Funds, Wealth Management, Real Estate, Hold Series 7, Hold Series 24, Hold Series 27, Hold Series 63, Retirement Planning
Education
Cabrillo College 1989 — 1992
Business Administration, Computer Science
Florida State University - College of Business 1976 — 1979
Broward College 1973 — 1974
Merrill Edge February 2013 - Present
Merrill Lynch December 2010 - January 2013
Bay Ridge Federal Credit Union July 2010 - December 2010
Contour Mortgage Bank January 2010 - June 2010
JP TURNER & COMPANY April 2009 - December 2009
CIRCUIT CITY INC September 2006 - May 2008
Best Buy August 2005 - August 2006
Skills
Securities, Equities, PowerPoint, Microsoft Word, Customer Service, Bonds, Fixed Annuities, Management, Fixed Income, Research, Funding, IRAs, Microsoft Exchange, Communication Training, College Savings Plans, Finance, Financial Analysis, Microsoft Office, Portfolio Management, 401k, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, Credit, Estate Planning, Financial Advisory, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Hedge Funds, Insurance, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Loans, Mutual Funds, Options, Retirement, Retirement Planning, Risk Management, Sales, Series 63, Series 7, Strategic Financial..., Strategic Planning
Education
St. Francis College 2008 — 2010
BS, Business Management
Brookdale Community College 2006 — 2008
Associates, Business Management
Maser Consulting October 2013 - Present
CGI November 2012 - October 2013
CGI Federal October 2011 - November 2012
Northwestern Mutual Financial Network October 1992 - July 2010
Merrill Lynch October 1982 - November 1988
Skills
Insurance, Data Analysis, Microsoft Office, Management, Government, Risk Management, Outlook, Applicant Tracking..., Government Contracting, Microsoft Excel, SharePoint, Onboarding, Project Management, Human Resources, Customer Service, Training, Administrative..., Microsoft Word, Finance, Time Management, Data Entry, Social Media, Public Speaking, Payroll, Budgets, Social Networking, System Administration, Event Planning, Leadership, Operations Management, PowerPoint, Sales, Employee Relations, Program Management, Interviews, Organizational..., Banking, Recruiting
Education
Brookdale Community College
Various Courses
Katharine Gibbs School
Certified Graduate
Rumson Fair Haven Regional High School
Diploma, College Preparatory
VALIC April 2013 - Present
Fifth Third Securities March 2012 - March 2013
Merrill Lynch October 2006 - March 2012
Lydian Data Services July 2004 - October 2005
Bank of America June 2002 - July 2004
Skills
Small Business, Wealth Management, Retirement Planning, Leadership, Mortgage Lending, Retirement, Financial Advisory, Loans, Marketing, Customer Satisfaction, IRAs, 401k, Finance, Team Building, Customer Service, Public Speaking, Sales, Management
Education
Florida Atlantic University 2004 — 2006
Bachelors of Business Administration, Finance
Broward Community College 2001 — 2004
Associate of Arts, Business Administration
Leaders in Client Relationship Management in New York Metro Area 2011 - Present
Cammack LaRhette Consulting 2008 - 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2002 - 2006
Merrill Lynch 2000 - 2001
Merrill Lynch 1997 - 1999
CIGNA 1980 - 1996
Education
Brown University
AB, Applied Math - Economics
Merrill Lynch June 2006 - Present
Vanick Holdings Corp. 2003 - 2008
Metropolitan Home Mortgage 2005 - 2006
Education
Professional School of Business 2003 — 2004
Title and Real Estate Insurances
Monmouth University 2000 — 2002
Finance
Brookdale Community College 1998 — 2000
Economics
Marlboro High School 1994 — 1998
Port of Houston Authority May 2014 - October 2014
General Services Administration January 2010 - May 2014
Merrill Lynch October 2008 - February 2009
Smith Barney October 2006 - September 2008
Port Authority of New York and New Jersey September 2005 - July 2006
Clemente, Mueller & Tobia August 2004 - August 2005
Schwartz Simon Edelstein Celso & Kessler June 2003 - June 2004
Skills
Contract Management, Contract Negotiation, Research, Negotiation, Mergers, Public Speaking, Strategic Planning, Non-profits, Asset Managment, Public Policy
Education
Rutgers University School of Law - Newark 1998 — 2002
Doctor of Law (J.D.)
Rutgers Graduate School of Management 1999 — 2002
Master of Business Administration (MBA), Marketing/Marketing Management, General
Brown University 1994 — 1998
A.B. With Honors, Latin American Studies
within the financial services industry 2010 - Present
Fairleigh Dickinson Univ & Middlesex County College February 2008 - December 2009
Merrill Lynch March 1997 - February 2009
Rhone-Poulenc January 1992 - March 1997
Education
Brookdale Community College
Criminal Justice
Fairleigh Dickinson University
Certificate, Paralegal Studies
Middlesex County College
Certificate, Project Management
Rutgers University-New Brunswick
Criminal Justice
David and Young December 2014 - March 2015
Salesone, LLC July 2011 - October 2014
CPGA Designs April 2010 - April 2011
Wells Fargo Advisors December 2008 - April 2010
Merrill Lynch March 2007 - December 2008
Barneys New York November 2006 - March 2007
Young One Fashions September 2001 - October 2006
Young One Fashions June 1992 - August 1998
Star Fashions October 1994 - May 1997
Skills
Licensing, Product Development, Jewelry, Brand Development, Contract Negotiation, Management, Sales, Brand Management, Strategic Partnerships, Strategy, Consumer Products, Start-ups, Fashion
Education
Brooklyn Law School 1998 — 2001
JD, B'cy, Tax
New York University 1989 — 1992
BA, Cultural Anthropology, Sociology
Garden City High School
Sling TV August 2015 - Present
DISH Network February 2011 - Present
Sprint Nextel July 2005 - February 2011
Credit Suisse First Boston November 2001 - July 2003
Accenture 2000 - 2001
Merrill Lynch June 1998 - September 2000
Skills
Mobile Devices, Business Development, Vendor Management, Strategy, Online Advertising, Interactive TV, Product Management, Product Marketing, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Analytics, Mobile Applications, Wireless, Telecommunications, Product Development, Mobile Marketing, Business Strategy, Program Management, Requirements Analysis, E-commerce, Mobile Advertising, Mobile Technology, New Business Development, Marketing Strategy, Integrated Marketing, Management, Leadership, Go-to-market Strategy, IT Strategy, Marketing
Education
Brown University
BS, Electicial Engineering with a focus on Computer Engineering
Duke University - The Fuqua School of Business
MBA, Focus on Marketing & General Management
The Rumie Initiative 2013 - Present
CPP Investment Board 2010 - 2012
MHR Fund Management 2003 - 2008
Credit Suisse First Boston 2001 - 2003
Merrill Lynch 2000 - 2000
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Emerging Markets, Hedge Funds, Turnaround Experience, Distressed Debt, Entrepreneurship, Economic Research, Public Policy, Fixed Income, Portfolio Management, Financial Markets, Business Strategy, Management Consulting, Social Ventures, Venture Capital, Corporate Finance, Corporate Development, M&A experience, Investments, Bloomberg, Mergers & Acquisitions, Start-ups, Program Implementation, Social Entrepreneurship
Education
INSEAD
MBA, with Distinction, Business Administration
Institut d'Etudes politiques de Paris / Sciences Po Paris
Masters, Economics & Public Policy
University of Oxford 1999 — 2000
Study Abroad Program at Pembroke College, Oxford
Brown University 1997 — 2001
B.A., Honors with Highest Distinction
University of Toronto Schools
OSSD/UTS Diploma
NBCUniversal, Inc. May 2015 - Present
Zimode Solutions Inc and ISCS Inc January 2015 - Present
ISCS, Inc December 1993 - Present
NYC DOF October 2014 - March 2015
NYC DOC February 2014 - September 2014
DSNY February 2013 - February 2014
Federal Home Loan Bank of New York June 2012 - December 2012
Neuberger Berman December 2010 - March 2012
Merrill Lynch December 2009 - December 2010
Standard & Poor's April 2008 - August 2009
Skills
SQL, Software Development, Scala, Java, Oracle, Hibernate, Unix, Subversion, Web Services, Spring, JavaScript, Perl, Databases, Web Applications, Spring Framework, Linux, Apache, Maven, AJAX, Eclipse, JBoss Application Server, jQuery, REST, JSF, Assembly, Sun Certified Java..., JBoss
Education
New York University/Courant Institute 1989 — 1992
MS
Virginia Commonwealth University School of Medicine 1985 — 1987
Brown University 1979 — 1983
Sc.B
Bank of America, Merrill Lynch Field Marketing November 2010 - Present
Merrill Lynch November 2007 - November 2010
Merrill Lynch May 2007 - November 2007
TIAA-CREF July 2000 - May 2007
Massachusetts Institute of Technology (MIT) September 1995 - June 2000
Equitable / New England Advisory Grp. March 1992 - June 1995
Skills
Development of..., Strategic Marketing..., Public Speaking, Motivational Speaking, Integrated Marketing, Brand Management, Building Relationships, Social Media Best..., Advertising, Project Management, Budget Process, Hiring, Professional Women, Diversity Marketing, Marketing Communications, Mentoring, Strengthening Client..., Brand Strengthening, African American Studies, Training, Analytical Skills, Critical Thinking, Management Consulting, Interpersonal Savvy, Marketing Event Planning, Vegetarian Cooking, Running, Cross-functional Team..., Financial Services, Corporate Communications, Business Strategy, Management, Program Management, Strategic Planning, Sales, Positioning, Integration, Fundraising, Time Management, Finance
Education
Brown University
Dual Degrees, Organizational Behavior & Mgmt; African American Studies
Harvard University
Graduate work, Psychology
Teachers College of Columbia University
Graduate work, Adult Learning / Organizational Leadership & Devel.
Citigroup July 2011 - Present
Merrill Lynch Global Private Equity / BAML Capital Partners March 2009 - July 2011
Merrill Lynch Bank USA July 2007 - March 2009
Merrill Lynch January 2006 - July 2007
Hon. Richard F. Braun September 2003 - December 2003
Hon. Adlai S. Hardin, Jr. June 2003 - August 2003
Skills
Corporate Governance, Securities Regulation, Corporate Law, Legal Writing, Compliance, Series 7, Financial Services, Investments, Licensing, Leadership, Management, Due Diligence, Private Equity, Mergers & Acquisitions
Education
Brooklyn Law School 2002 — 2005
Doctor of Law (J.D.)
Haverford College 1998 — 2002
B.A., Classics
Citi January 2011 - Present
Bank of New York Mellon 2008 - Present
Merrill Lynch July 2006 - April 2008
Education
Brooklyn Law School 2002 — 2005
Merrill Lynch February 2010 - Present
Merrill Lynch January 2007 - February 2010
Skills
Fixed Income, Vendor Management, Portfolio Management, Investment Banking, Business Analysis, Risk Management, Financial Services, Project Management, Process Improvement, Change Management, Program Management, Release Management, IT Project & Program..., IT Project..., IT Project Lifecycle, Technology Integration, Test Management
Education
Brookdale Community College
Chubb Technical Institure
Bank of America December 2009 - Present
Merrill Lynch December 2006 - December 2009
Lehman Brothers 1993 - 2005
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Private Equity, Equities, Derivatives, Series 7, Structured Products, Structured Finance, Alternative Investments, Portfolio Management, Investments, FINRA, Asset Managment, Securitization, AML, Mergers, Hedge Funds
Education
Brooklyn Law School
Harvard University
Bachelor of Arts (B.A.), Psychology
Chadbourne & Parke LLP October 2014 - Present
Lowenstein Sandler LLP June 2006 - October 2014
Merrill Lynch August 2005 - June 2006
Skills
Hedge Funds
Education
Brooklyn Law School
J.D
New York University
B.A, History and Middle Eastern Studies
Louisiana State University
Merrill Lynch January 2009 - Present
Merrill Lynch April 2008 - January 2009
Merrill Lynch May 2006 - January 2009
Merrill Lynch May 2004 - April 2006
Merrill Lynch May 2000 - April 2004
Merrill Lynch November 1997 - May 2000
Merrill Lynch September 1994 - November 1997
Merrill Lynch August 1992 - September 1994
Prudential Insurance September 1985 - August 1992
Prudential Insurance January 1982 - August 1985
Skills
Strategy, Program Management, Series 24, Fixed Income, Hedge Funds, Management, Series 7, Investment Strategies, ETFs, Marketing, Investment Management, Retirement Planning, Training, Series 63, Separately Managed..., Mutual Funds, Leadership, Project Management, Alternative Investments, Investments, Series 6
Education
Monmouth University 1988 — 1994
Business Managment, Minor Business Administration
Brookdale Community College 1979 — 1984
Business Administration, Business
IntegriChain December 2013 - Present
TIAA-CREF March 2012 - April 2013
Morgan Stanley Smith Barney January 2010 - November 2011
CIT April 2006 - January 2008
Prudential Financial January 1999 - June 2005
Prudential Property & Casualty 1999 - 2005
Merrill Lynch January 1993 - April 1999
Skills
Testing, Quality Assurance, SDLC, Requirements Analysis, User Acceptance Testing, Software Quality..., Leadership, Software Project..., Defect Tracking, System Testing, Business Analysis, Business Requirements, Quality Center, Software Documentation, Change Management, Visio, Test Planning, Agile Methodologies, Regression Testing, Test Automation, Vendor Management, Test Management, Process Improvement, Unix, Requirements Gathering, Project Management, Waterfall
Education
Brookdale Community College
Merrill Lynch 2014 - Present
Merrill Lynch 2005 - 2014
FINRA 2002 - 2005
New York Stock Exchange 1997 - 2002
Skills
Series 7, Capital Markets, Securities, Derivatives, Trading, FINRA, Securities Regulation, AML, Options, Hedge Funds, Financial Markets, Equities
Education
Brooklyn Law School 1997 — 2001
J.D.
University at Albany, SUNY 1993 — 1997
GW Hewlett High School 1989 — 1993
The Garden City Group September 2010 - January 2014
Moritt Hock Hamroff & Horowitz LLP January 2009 - September 2010
Merrill Lynch January 2008 - June 2008
Skills
Legal Writing, Civil Litigation, Litigation, Legal Research, Courts, Commercial Litigation, Research, Westlaw, Corporate Law, Mediation, Appeals, Microsoft Office
Education
Brooklyn Law School 2006 — 2009
Juris Doctor, Law
New York University 2002 — 2006
B.A., Economics, Magna Cum Laude
Ernst & Young January 2010 - Present
NYC Department of Consumer Affairs June 2009 - December 2009
Bear Stearns (now a division of JPMorgan Chase & Co.) August 2007 - December 2008
NYSE Regulation, Inc. January 2005 - August 2007
NYSE Regulation, Inc. July 2002 - January 2005
Merrill Lynch July 2000 - February 2002
Skills
Risk Management
Education
Brooklyn Law School 2003 — 2007
Juris Doctor
State University of New York at Albany 1996 — 2000
Bachelor of Science (summa cum laude)
SunTrust Banks, Inc. May 2011 - June 2015
Merrill Lynch June 1998 - August 2008
Merril Lynch 1998 - 2008
Skills
Project Planning, Risk Management, Strategic Planning, Securities, Wealth Management, Vendor Management, Series 7, Financial Services, Portfolio Management, Public Speaking, SDLC, Certified Project...
Education
Brookdale Community College 2009 — 2010
Certificate, Paralegal Studies
University of Phoenix 2001 — 2005
BSBM, Business Management
Advantage Career Institute Medical and Dental School February 2015 - Present
Deloitte & Touche February 2006 - Present
Merrill Lynch March 2000 - February 2006
Skills
Talent Acquisition, Talent Management, Internal Controls, Management Consulting, SEC filings, Mergers & Acquisitions, Auditing, Performance Management, Human Resources, Recruiting, Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, New Hire Orientations, Temporary Placement
Education
Brookdale Community College
Merrill Lynch May 2015 - Present
Lincoln Financial Group July 2007 - May 2015
Merrill Lynch November 1995 - July 2007
Education
Brookdale Community College 2000 — 2001
AA, Business Administration
Merrill Lynch Vice PresidentBank of America - Merrill Lynch2009 - Present
Education
Brookdale Community College 2009 — 2009
Certification, Microsoft DST Certification
Middlesex County College 1983 — 1986
Computer Science
The College of New Jersey 1982 — 1983
Computer Science
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Horizon Blue Cross Blue Shield of New Jersey June 2011 - Present
NJ Department of Labor and Workforce January 2009 - May 2011
Merrill Lynch August 2006 - May 2008
Merrill Lynch November 2005 - July 2006
Genworth Financial January 2005 - December 2005
Metropolitan Life Insurance Company October 2004 - December 2004
Lucent Technologies May 2000 - December 2003
Lucent Technologies April 1998 - May 2000
Skills
MS Suite 2010, MS Project 2010, Lotus Notes, Planview, ClearQuest, SharePoint, WebEx, Internet Explorer, Project Management, Business Intelligence, Business Process, Visio, PMP, Data Center, Analysis, CRM, Software Documentation, Disaster Recovery, Quality Assurance, IT Service Management, Management, Project Planning
Education
Brookdale Community College 2009 — 2009
PM Certificate, Project Management
University of Pittsburgh 1977 — 1979
Masters Degree, Slavic Languages and Literatures
Jagiellonian University 1970 — 1971
Certificate, Polish and Russian
University of Pittsburgh 1965 — 1970
BA, Slavic Lanaguages and Literatures
Securitas February 2012 - Present
Choice Homes September 2011 - November 2011
Cegedim Dendrite 2008 - 2010
COx Auto Trader 2004 - January 2009
Merrill Lynch 1991 - 1997
Skills
Human Resources
Education
Brown Mackie College-Atlanta 2013 — 2014
Paralegal studies, Paralegal studies, DEANS LIST!!!!!!
Regent University School of Law 2003 — 2003
College of St Rose 1971 — 1974
BA, Spanish
HSBC Mortgage Services April 2003 - March 2009
HSBC/Beneficial April 2003 - March 2009
Merrill Lynch January 2002 - December 2002
Prudential Securities Inc January 1998 - January 2002
Connell Storage & Moving January 1986 - January 1998
Education
BCSI Computer Science Institute
Technical, Computer Programming
Brookdale Community College
Accounting and Marketing
Roger Williams University
Accounting and Business Administration
Core Terminal September 2009 - Present
Merrill Lynch 1992 - March 2009
Merrill Lynch July 1998 - September 2000
Skills
Bloomberg, Banking, Capital Markets, Credit, Equities, Financial Services
Education
Katherine Gibbs Business School 1990 — 1991
Adminstration
Brookdale Community College 1989 — 1990
Administration
Merrill Lynch June 2006 - Present
Merrill Lynch June 1980 - Present
Skills
Hedge Funds, AML, Private Equity, Sanctions, FINRA
Education
Brooklyn Law School 1994 — 1998
JD, Law
Pace University - Lubin School of Business 1990 — 1994
BA, Management/Accounting
Barclays September 2013 - Present
Royal Bank of Scotland November 2012 - August 2013
Royal Bank of Scotland September 2010 - August 2013
Bank of America January 2009 - September 2010
Merrill Lynch May 2000 - December 2008
Skills
AML, USA PATRIOT Act, OFAC, Financial Risk, FCPA, Anti-corruption, Banking, Internal Controls, Investment Banking, Private Equity, Securities, KYC, Operational Risk, Bank Secrecy Act, FINRA, Fraud, Risk Management, Operational Risk..., Due Diligence, Securities Regulation, Corporate Governance, Anti Money Laundering, Capital Markets, Enterprise Risk..., Financial Services
Education
Brooklyn Law School 1988 — 1991
J.D.
Franklin & Marshall College 1984 — 1988
B.A., Government
IBM March 2003 - Present
IBM Global Services 2003 - Present
Merrill Lynch 1999 - 2002
Education
Brookdale Community College 1983 — 1985
A.A.S., ELECTRONIC ENGINEERING
UBS Securities LLC July 2013 - Present
Amalgamated Bank July 2009 - July 2013
Merrill Lynch June 2007 - 2009
Thacher Proffitt & Wood LLP April 2005 - June 2007
Cole Schotz January 2003 - April 2005
Coudert Brothers 2000 - 2001
Skills
Due Diligence, Loans, Financial Structuring, Securitization, Structured Finance, Capital Markets
Education
Brooklyn Law School 1997 — 2000
JD, Law
Rutgers University-New Brunswick 1991 — 1995
BA, Sociology
Deutsche Bank July 2014 - Present
Barclays Capital September 2012 - July 2014
Merrill Lynch September 2005 - September 2012
Skills
Securities, Fixed Income, Series 63, Series 7, Securities Regulation, Bloomberg, Capital Markets
Education
Brooklyn Law School 2002 — 2005
JD, Law
Cornell University 1996 — 2000
BS, Industrial and Labor Relations
NELSON September 2010 - Present
Merrill Lynch September 1990 - September 2011
Merrill Lynch 1990 - 2009
Beuret & Co June 1986 - September 1990
Skills
Real Estate, Corporate Real Estate, Project Management, Due Diligence, Project Planning, Management, Facilities Management, Asset Management, Space-planning, Portfolio Management, Event Planning, Asset Managment, Strategy, Vendor Management, Strategic Planning, Budgets, Risk Management, Finance, Space planning, Program Management, Mergers & Acquisitions, Contract Negotiation, Analysis
Education
Brookdale Community College 2004 — 2007
Continuing Education
Kingsborough Community College 1978 — 1980
Associates, Business
Lowenstein Sandler LLP July 2013 - Present
Brooklyn Law School August 2014 - Present
Reitler Kailas & Rosenblatt LLC August 2006 - June 2013
Paramount BioCaptal, Inc. March 2004 - August 2006
Merrill Lynch 2002 - 2004
Fahnestock & Co. 2000 - 2001
Skills
Securities Regulation, Venture Capital, Corporate Law, Lifesciences, Securities, Intellectual Property, Commercial Litigation, Corporate Governance, Licensing, Joint Ventures, Private Equity, Entrepreneurship, Mergers & Acquisitions, Start-ups, Venture Financing, Angel Investing
Education
Brooklyn Law School 1999 — 2002
J.D., Law
West Virginia University 1995 — 1999
BSBA, Finance
Port Jefferson High School
Hess Corporation February 1988 - May 2010
Merrill Lynch January 1987 - February 1988
Education
Brookdale Community College 1983 — 1987
Associates, Business
Monmouth University
Certificate, Para-Legal Studies
NuraCode System AdminSytem AdminJanuary 2013 - April 2014
Leapfrog Services March 2008 - January 2013
Broken Curve January 2008 - May 2008
Numerex March 2006 - April 2008
Marietta, GA January 2006 - March 2006
Merrill Lynch September 2005 - January 2006
Skills
Active Directory, Servers, Microsoft Exchange, VPN, Troubleshooting, Group Policy, Windows Server, VMware, SCCM, Operating Systems, Printers, Linux, Switches, Software Installation, System Deployment, BMC Remedy, Cisco Technologies, XP, Help Desk Support, Disaster Recovery, Hardware, Software Documentation, Blackberry, VMware ESX, Laptops, Windows, DNS, Windows XP, Juniper, Remote Desktop, Routing, Red Hat Linux, Security
Education
Broward College 2001 — 2002
AA, MIS
Florida Agricultural and Mechanical University 1996 — 1998
MIS
American Express June 2015 - Present
American Express April 2013 - Present
American Express August 2011 - April 2013
American Express April 2008 - July 2010
Merrill Lynch September 2005 - March 2008
Skills
AML, Securities, USA PATRIOT Act, OFAC, KYC, Policy Writing, Risk Assessment, Training & Development, Compliance, Procedure Development, Regulatory Reporting
Education
Brooklyn Law School 2002 — 2005
JD, Law
Tulane University 1998 — 2002
BSM, Finance
U. S. Trust, Bank of America Private Wealth Management (former Merrill Lynch Trust Company) 2013 - Present
SunTrust Bank 2012 - 2013
Wells Fargo 2010 - 2012
SunTrust Bank 2008 - 2010
Merrill Lynch 2001 - 2008
First Union National Bank 2000 - 2001
The Salvation Army 1998 - 2000
First Union National Bank 1996 - 1998
SunTrust Bank 1991 - 1996
SunTrust Bank 1982 - 1991
Skills
Trust Management, Risk Management, Legal Research, Writing, Client Relationship..., Team Oriented, Project Coordination, Investment Strategies, Estate Planning, Real Estate Investor, Planned Giving, Charitable Trusts, Vocal Performance, Public Speaking, Volunteer Coordination, Historic Preservation, Dog Training, Dog Rescue, Trust Services, Banking, Wealth Management, CRM, Leadership, Relationship Management, Asset Allocation, High Net Worth..., Wealth Management..., Retirement Planning, Investment Management, Singing, Volunteer Management, Investments, Team-oriented
Education
The Institute of Certified Bankers 2012 — 2012
Certified Trust & Financial Advisor (CTFA)
ABA - National Graduate Trust School Level II 2012 — 2012
ABA - National Graduate Trust School Level I 2002 — 2002
Campbell University 1996 — 1996
Southeastern Trust School
Florida Atlantic University 1990 — 1994
B.A., English
Cannon Financial Institute 1991 — 1992
Personal Trust Sales
Broward College 1980 — 1983
AA, Liberal Arts
Gibson, Dunn & Crutcher LLP June 2009 - Present
Clifford Chance US LLP March 2003 - June 2009
Merrill Lynch 1981 - 2003
Merrill Lynch, Pierce, Fenner & Smith Inc. 1981 - 2003
U.S. Securities and Exchange Commission 1974 - 1981
Skills
Securities, Arbitration, Securities Litigation, Securities Regulation, Employment Law, Private Equity, Corporate Governance, Corporate Law, FINRA, Class Actions, Commercial Litigation, Capital Markets, Litigation, Mergers & Acquisitions, Legal Research, Joint Ventures
Education
Brooklyn Law School 1971 — 1974
JD cum laude
Queens College 1967 — 1971
BA, Political Science/Economics
Subway June 2008 - Present
Bank of America/Merrill Lynch October 2009 - June 2011
Merrill Lynch 1985 - 2007
Skills
Vendor Management, Disaster Recovery, SDLC, Data Center, Business Analysis, Information Technology, Process Improvement, Risk Management, ITIL, Mainframe, IT Management, PMO, Project Portfolio..., Software Documentation, Team Leadership, Program Management, SharePoint, Integration, Requirements Gathering, Visio, IT Operations, Databases, MS Project, IT Strategy, Business Process..., Quality Assurance, Project Management, Service Delivery, Enterprise Architecture, Cross-functional Team..., Management, Change Management
Education
Brookdale Community College
AAS, Computer Science
Merrill Lynch April 1991 - December 2010
Cap Gemini America May 1983 - April 1991
Mutual Benefit Life Insurance Co June 1977 - April 1983
Skills
VSAM, Excel, TSO, Endevor, JCL, COBOL, Documentation, Fileaid, Word, Outlook, DYL280, DFSORT, IBM Mainframe, IBM Utilities, CICS, DB2/SQL, Software Design, Detail Design
Education
Marietta College 1968 — 1972
BA, Liberal Arts
Brookdale Community College
BA Liberal Arts
New York Institute of Finance
CL King & Associates August 2009 - Present
Ryan Beck & Co. June 2000 - April 2008
Dillon Read & Co. July 1996 - June 2000
Merrill Lynch 1990 - 1996
Skills
Securities, Capital Markets, Private Equity, Due Diligence, Mergers, Hedge Funds, Investment Advisers Act, Investment Company Act, Series 7, Corporate Finance, Investment Management, Equities, Alternative Investments, Options, Prime Brokerage, Mergers & Acquisitions, Litigation, Investment Advisory, Corporate Governance, Investment Banking
Education
Temple University - James E. Beasley School of Law
LLM. (Taxation), Tax Law/Taxation
Brooklyn Law School
Juris Doctor, Law
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch January 2013 - Present
Merrill Lynch May 2010 - December 2012
Merrill Lynch May 2010 - December 2012
Merrill Lynch July 2009 - May 2010
Skills
Customer Service, Microsoft Office, Series 7
Education
Brookdale Community College 2004 — 2006
Widener University 2003 — 2004
Visiting Nurse Service of New York October 2006 - Present
Steven Russin Children Assistance Program Fund March 2003 - Present
United Health Care - Uniprise Technology March 2005 - October 2006
Computer Horizons Corporation July 2000 - August 2003
Merrill Lynch February 1994 - July 2000
Skills
SDLC, Business Analysis, Non-profits, Requirements Analysis, Process Improvement, Project Management, SQL, Strategic Planning, Database Design, Leadership, Management, Fundraising, Team Building, Performance Improvement, Operations Management, Budgets, Project Planning, Healthcare, Nonprofits
Education
Brookdale Community College
Hunter College
Brown Brothers Harriman December 2010 - Present
Shoprite January 2002 - December 2010
Merrill Lynch June 2008 - August 2008
Education
Montclair State University 2006 — 2010
B.S. Business Administration, Finance
Brookdale Community College
Associate, Applied Science
Allstate Financial December 2004 - Present
Merrill Lynch October 1997 - December 2004
Prudential Financial January 1990 - October 1997
Skills
CFM, LUTCF, MDRT, Small Business, Investments, Insurance, Fixed Annuities, Disability Insurance, Financial Services, Customer Service, Series 63, Wealth Management
Education
Florida Atlantic University 1988 — 1989
B.A. in Business Administration, Marketing
Broome Community College 1984 — 1985
Marketing
SolidX Partners Inc. June 2014 - Present
Reyhani Nemirovsky LLP April 2012 - Present
Loeb & Loeb LLP September 2003 - April 2012
Merrill Lynch 1999 - 2003
Skills
Blockchain, Bitcoin, Business Litigation, Securities Regulation, Arbitration, Litigation, Securities Litigation, Civil Litigation, Securities, Commercial Litigation, FINRA, Dispute Resolution, White Collar Criminal..., Trusts, Derivatives, Mediation, Internal Investigations, Corporate Law, Private Placements, SEC, Investment Advisory, Compliance, Alternative Investments, Alternative Dispute..., Securities Fraud, Mutual Funds, Equities, Offshore Investments, Shareholder Protection, Shareholder Value, Alternative Currencies
Education
Brooklyn Law School 1996 — 1999
Doctor of Law (JD), Law
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government, cum laude
Self Employed May 2001 - Present
Kelly Services at Johnson & Johnson Consumer Products February 2009 - December 2009
Kelly Services at Johnson & Johnson Consumer Products March 2007 - August 2007
Kelly Services at Merck May 2001 - December 2002
Merrill Lynch December 1997 - May 2001
Olympia & York November 1987 - August 1992
Boston Properties May 1983 - December 1987
Skills
Microsoft Office 2007..., Administrative..., Invoicing, Time Management, Training, Accounts Payable, Management, Microsoft Excel, PowerPoint, Travel Arrangements, Confidentiality, Calendars, Editing, Fax, Microsoft Office 2007, Onboarding, Meeting Planning
Education
Camden County College 2013 — 2014
Microsoft Office 2010 Master Certification, Microsoft Office
Brookdale Community College 2012 — 2012
Class Completed, Microsoft Office
American Business Institute 1986 — 1987
Certificate, Secretarial Science, 4.0
Stiene & Associates, P.C. February 2012 - Present
Steven J. Baum, P.C. July 2010 - February 2012
Nelson Law Group PLLC February 2010 - July 2010
Bloomberg March 2009 - July 2009
JPMorgan Chase May 2007 - October 2007
Citigroup July 2006 - August 2006
Merrill Lynch May 2006 - July 2006
Skills
Courts, Motions, Oral Arguments, Civil Litigation, Litigation, Management, Recruiting, Foreclosures, HUD Foreclosures, Regulatory Audits, Compliance, Real Estate, Client Relations Skills, Manage Client..., Pleadings, Bankruptcy, Legal Research, Trials, Hearings, Mediation, Notary Public, Mortgage Lending, Title Insurance, Banking Law, Evictions, Securities Litigation, Creditors' Rights, Securities Regulation, Insurance Law, Closings, Appellate Practice, Settlement Agreements, Breach Of Contract, Underwriting, Loss Mitigation
Education
Brooklyn Law School 2005 — 2008
Doctor of Law (J.D.), Law
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Archbishop Molloy High School 1997 — 2001
High School, Regents
Merrill Lynch January 2000 - March 2003
Merrill Lynch August 1978 - September 1980
Century Banks, Inc. January 1975 - January 1977
Skills
Series 7, Retirement Planning, Equities, Wealth Management, Mutual Funds, Investments, Fixed Income, Series 63, Securities, Portfolio Management, Strategic Financial..., Retirement
Education
University of Tennessee-Knoxville 1975 — 1977
Business Administration and Management, General
Broward College 1976 — 1976
Business Administration and Management, General, 4.0
Columbian Financial Group October 2013 - Present
Merrill Lynch 1996 - 2011
Skills
Retirement Planning, Fixed Annuities, Customer Service, Leadership, Microsoft Office, Sales, Team Building, Banking, Insurance, Management, Financial Analysis, Financial Services, Marketing
Education
Broome Community College
Legal Assistant/Paralegal
Houghton Mifflin Harcourt July 2012 - December 2012
Merrill Lynch July 2011 - December 2011
Liberty Mutual Insurance July 2010 - December 2010
Skills
Financial Analysis, PowerPoint, Financial Modeling, Accounting, Financial Reporting, Corporate Finance, Financial Accounting, Internal Audit, Microsoft Excel, Public Speaking, Microsoft Office
Education
Brooklyn Law School 2014 — 2017
Juris Doctor (J.D.)
Northeastern University 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Great Neck North High School 2004 — 2008
MERRILL LYNCH June 2007 - Present
Lehman Brothers June 2003 - May 2007
Education
Brown University 1999 — 2003
BA, English Lit, Art History, Criticism and Conservation
Consultant January 1988 - Present
Merrill Lynch April 2006 - January 2008
JNC Design Group, LLC April 2004 - April 2006
The Backes Group May 2000 - April 2004
Typographic Solutions, Inc. January 1988 - January 2004
Skills
Photoshop, Advertising, Adobe Creative Suite, Illustrator, Photography, InDesign, Creative Direction, Marketing
Education
Mercer County Community College
Associate in Arts Degree with honors, Graphic Design
Brookdale Community College
Additional credits in Accounting