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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Merrill Lynch Employees
Employee
Years
Job
Industry
Nancy Minervini, PHR, CEBS Nancy Minervini, PHR, CEBS's Merrill Lynch Experience May 2004 - August 2005
Job Tax Associate at H&R Block
Industry Insurance
Experience
H&R Block October 2014 - Present
WellCare March 2011 - June 2014
Telargo 2007 - 2008
Marsh & McLennan Companies, Inc. October 2004 - July 2006
Merrill Lynch May 2004 - August 2005
Bankers Trust April 1988 - June 1996
Merrill Lynch May 1986 - September 1988
Skills
PHR Professional Human..., CEBS: Certified..., Recruiting, Process Improvement, Training, Customer Service, College Recruiting, Employee Relations, Onboarding, Employee Benefits, Human Resources, Project Management, Contract Negotiation, Change Management, Management, HRIS, Performance Management, Strategic Planning, Leadership
Education
Cornell University 2001 — 2002
Certificate, Human Resources Management/Personnel Administration, General
Rider University 1981 — 1985
Bachelor of Science (B.Sc.), Labor & industrial Relations
Oak Knoll High School 1979 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wardlaw Hartridge
H&R Block October 2014 - Present
WellCare March 2011 - June 2014
Telargo 2007 - 2008
Marsh & McLennan Companies, Inc. October 2004 - July 2006
Merrill Lynch May 2004 - August 2005
Bankers Trust April 1988 - June 1996
Merrill Lynch May 1986 - September 1988
Skills
PHR Professional Human..., CEBS: Certified..., Recruiting, Process Improvement, Training, Customer Service, College Recruiting, Employee Relations, Onboarding, Employee Benefits, Human Resources, Project Management, Contract Negotiation, Change Management, Management, HRIS, Performance Management, Strategic Planning, Leadership
Education
Cornell University 2001 — 2002
Certificate, Human Resources Management/Personnel Administration, General
Rider University 1981 — 1985
Bachelor of Science (B.Sc.), Labor & industrial Relations
Oak Knoll High School 1979 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wardlaw Hartridge
Liza Truax Liza Truax's Merrill Lynch Experience July 2011 - September 2012
Job Business Development AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management February 2015 - Present
AQR Capital Management July 2012 - Present
Merrill Lynch July 2011 - September 2012
GE Healthcare May 2010 - August 2010
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Business Development, Financial Modeling, Corporate Finance, Valuation, Economics
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Cornell University, College of Arts and Sciences
Bachelor of Arts with Distinction, All Subjects, Economics, 3.92
AQR Capital Management February 2015 - Present
AQR Capital Management July 2012 - Present
Merrill Lynch July 2011 - September 2012
GE Healthcare May 2010 - August 2010
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Business Development, Financial Modeling, Corporate Finance, Valuation, Economics
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Cornell University, College of Arts and Sciences
Bachelor of Arts with Distinction, All Subjects, Economics, 3.92
Ned Van Allan Ned Van Allan's Merrill Lynch Experience April 2015 - Present
Job TFAMerrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch April 2015 - Present
SMS Healthcare February 2014 - April 2015
Juturna Water September 2011 - January 2014
Cintas July 2005 - September 2011
Skills
Direct Sales, Selling, Sales Operations, Sales Process, Sales Management, New Business Development, Account Management, Salesforce.com, Team Building, Start-ups, Negotiation, Customer Relations, Competitive Analysis, Marketing, Marketing Strategy, International Sales, Customer Service, Sales
Education
Cornell University 2000 — 2005
Bachelor of Science, Applied Economics and Management
Brighton High School
Merrill Lynch April 2015 - Present
SMS Healthcare February 2014 - April 2015
Juturna Water September 2011 - January 2014
Cintas July 2005 - September 2011
Skills
Direct Sales, Selling, Sales Operations, Sales Process, Sales Management, New Business Development, Account Management, Salesforce.com, Team Building, Start-ups, Negotiation, Customer Relations, Competitive Analysis, Marketing, Marketing Strategy, International Sales, Customer Service, Sales
Education
Cornell University 2000 — 2005
Bachelor of Science, Applied Economics and Management
Brighton High School
Nan Simon Nan Simon's Merrill Lynch Experience 1987 - 1995
Job Global IT Program Manager at Novartis Pharmaceuticals
Industry Pharmaceuticals
Experience
Novartis Pharmaceuticals April 2012 - Present
Novartis Pharmaceuticals June 2008 - April 2012
Novartis Pharmaceuticals March 2004 - May 2008
Novartis Pharmaceuticals November 2002 - February 2004
Novartis Pharmaceuticals February 2001 - October 2002
AlliedSignal (Honeywell) 1995 - 2001
Merrill Lynch 1987 - 1995
Computer Task Group 1986 - 1987
McGraw-Hill 1984 - 1986
Transamerica 1981 - 1984
Skills
Shared Services, Business Analysis, Business Process..., Business Intelligence, Cross-functional Team..., ERP, Vendor Management, Pharmaceutical Industry, Project Management, SDLC, IT Management, IT Strategy, Change Management, PMO, Project Portfolio..., Outsourcing, Business Process, IT Service Management, Program Management, Information Technology, ITIL
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Information Technology
Cornell University 1977 — 1981
BS, Labor Relations
Novartis Pharmaceuticals April 2012 - Present
Novartis Pharmaceuticals June 2008 - April 2012
Novartis Pharmaceuticals March 2004 - May 2008
Novartis Pharmaceuticals November 2002 - February 2004
Novartis Pharmaceuticals February 2001 - October 2002
AlliedSignal (Honeywell) 1995 - 2001
Merrill Lynch 1987 - 1995
Computer Task Group 1986 - 1987
McGraw-Hill 1984 - 1986
Transamerica 1981 - 1984
Skills
Shared Services, Business Analysis, Business Process..., Business Intelligence, Cross-functional Team..., ERP, Vendor Management, Pharmaceutical Industry, Project Management, SDLC, IT Management, IT Strategy, Change Management, PMO, Project Portfolio..., Outsourcing, Business Process, IT Service Management, Program Management, Information Technology, ITIL
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Information Technology
Cornell University 1977 — 1981
BS, Labor Relations
Kristen O'Donnell's Merrill Lynch Experience May 2006 - August 2006
Job Vendor Operations Lead at Google
Industry Internet
Experience
Google August 2013 - Present
Google January 2012 - August 2013
Abercrombie & Fitch August 2011 - January 2012
Abercrombie & Fitch May 2011 - August 2011
Abercrombie & Fitch May 2010 - June 2011
Abercrombie & Fitch October 2008 - May 2010
Merrill Lynch May 2006 - August 2006
Skills
Cross-functional Team..., Marketing Strategy, Social Media, Advertising, Recruiting, Leadership, Strategy, Sourcing, Marketing, Retail, Program Management, Product Development, Sales, Facebook
Education
Cornell University 2004 — 2008
Bachelor of Science, Design & Environmental Analysis
The University of New South Wales, Australia 2007 — 2007
Semester Abroad
Google August 2013 - Present
Google January 2012 - August 2013
Abercrombie & Fitch August 2011 - January 2012
Abercrombie & Fitch May 2011 - August 2011
Abercrombie & Fitch May 2010 - June 2011
Abercrombie & Fitch October 2008 - May 2010
Merrill Lynch May 2006 - August 2006
Skills
Cross-functional Team..., Marketing Strategy, Social Media, Advertising, Recruiting, Leadership, Strategy, Sourcing, Marketing, Retail, Program Management, Product Development, Sales, Facebook
Education
Cornell University 2004 — 2008
Bachelor of Science, Design & Environmental Analysis
The University of New South Wales, Australia 2007 — 2007
Semester Abroad
Han Ah (Hanah) Kim Han Ah (Hanah) Kim's Merrill Lynch Experience June 2010 - July 2010
Job Advisory Associate at PwC
Industry Management Consulting
Experience
PwC August 2013 - Present
PwC June 2012 - August 2012
Cornell University 2011 - 2012
NASADAD July 2011 - August 2011
Merrill Lynch June 2010 - July 2010
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Applied Economics and Management
PwC August 2013 - Present
PwC June 2012 - August 2012
Cornell University 2011 - 2012
NASADAD July 2011 - August 2011
Merrill Lynch June 2010 - July 2010
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Applied Economics and Management
Devin Gallagher Devin Gallagher's Merrill Lynch Experience June 1996 - June 1998
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2002 - Present
Salomon Brothers June 1998 - June 2000
Merrill Lynch June 1996 - June 1998
Skills
Equities, Valuation, Hedge Funds, Capital Markets, Emerging Markets, Series 7, Equity Valuation, Series 63, Equity Capital Markets, Portfolio Management, Corporate Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Management
Cornell University 1992 — 1996
BS, Design & Environmental Analysis
Delbarton School 1988 — 1992
Diploma
Bank of America Merrill Lynch August 2002 - Present
Salomon Brothers June 1998 - June 2000
Merrill Lynch June 1996 - June 1998
Skills
Equities, Valuation, Hedge Funds, Capital Markets, Emerging Markets, Series 7, Equity Valuation, Series 63, Equity Capital Markets, Portfolio Management, Corporate Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Management
Cornell University 1992 — 1996
BS, Design & Environmental Analysis
Delbarton School 1988 — 1992
Diploma
Heather Rubinstein, Esq. Heather Rubinstein, Esq.'s Merrill Lynch Experience 1996 - 1999
Job Seeking New Adventure at [Your Company Name Here]
Industry Telecommunications
Experience
Undisclosed February 2012 - August 2015
Nexius August 2013 - December 2014
Dynis September 2012 - August 2013
Bechtel Corp/Talascend September 2011 - January 2012
UniTek Global Services June 2010 - July 2011
Sprint-Nextel July 2006 - September 2006
T-Mobile November 2004 - August 2005
Merrill Lynch 1996 - 1999
White House 1994 - 1994
Skills
Telecommunications, Site Acquisition, Wireless, Zoning, Cellular Communications, Backhaul, LTE, CDMA, Vendor Management, Project Management, 4G, Management, UMTS, Contract Negotiation, T1, WiMAX, Project Planning, Program Management, GSM, Construction, Optical Fiber, Microwave, 3G, Fiber Optics, Wireless Networking, Negotiation, Leadership, Team Leadership, Site Development, Change Management, Contract Management, Lease Negotiations, Lease Documentation, Building Permits, Concordance, Relativity, Analysis, Integration, Training, Troubleshooting, Team Building, Cross-functional Team..., Budgets
Education
University of the District of Columbia 1999 — 2002
David A. Clarke School of Law, Juris Doctorate
Cornell University 1991 — 1995
Bachelor of Science, Industrial and Labor Relations (ILR)
U.S. House of Representative Page Program 1989 — 1990
Part of the legislative process and learned first hand about this country's legislative process.
Undisclosed February 2012 - August 2015
Nexius August 2013 - December 2014
Dynis September 2012 - August 2013
Bechtel Corp/Talascend September 2011 - January 2012
UniTek Global Services June 2010 - July 2011
Sprint-Nextel July 2006 - September 2006
T-Mobile November 2004 - August 2005
Merrill Lynch 1996 - 1999
White House 1994 - 1994
Skills
Telecommunications, Site Acquisition, Wireless, Zoning, Cellular Communications, Backhaul, LTE, CDMA, Vendor Management, Project Management, 4G, Management, UMTS, Contract Negotiation, T1, WiMAX, Project Planning, Program Management, GSM, Construction, Optical Fiber, Microwave, 3G, Fiber Optics, Wireless Networking, Negotiation, Leadership, Team Leadership, Site Development, Change Management, Contract Management, Lease Negotiations, Lease Documentation, Building Permits, Concordance, Relativity, Analysis, Integration, Training, Troubleshooting, Team Building, Cross-functional Team..., Budgets
Education
University of the District of Columbia 1999 — 2002
David A. Clarke School of Law, Juris Doctorate
Cornell University 1991 — 1995
Bachelor of Science, Industrial and Labor Relations (ILR)
U.S. House of Representative Page Program 1989 — 1990
Part of the legislative process and learned first hand about this country's legislative process.
Enrique Velasco Enrique Velasco's Merrill Lynch Experience April 2005 - August 2005
Job Sales Development Manager at Niagara Bottling
Industry Food & Beverages
Experience
Niagara Bottling December 2014 - Present
Nestlé USA July 2014 - December 2014
Nestlé USA January 2013 - July 2014
Nestle USA February 2008 - January 2013
Sempra Energy June 2007 - August 2007
Bose Corporation October 2004 - August 2007
Merrill Lynch April 2005 - August 2005
Fundadores Magazine October 2001 - December 2002
Skills
International Business, Business Analysis, Project Planning, conversational French, Spanish, English, Marketing Research, Leadership, French, Public Relations, Negotiation, Management, Microsoft Office, Sales Management, Business Strategy, Forecasting, General Aviation, US Hispanic Market, Retail Category..., Business Development, Sales, Marketing, Sales Operations
Education
Thunderbird School of Global Management 2011 — 2013
Global MBA graduate '13, Global Management
Tecnológico de Monterrey 2011 — 2013
Maestría en Negocios Globales, Management in Latin America
Université du Québec 2007 — 2007
Business Administration, Marketing, Management, French
San Diego State University-California State University 2004 — 2007
International Business Administration, Marketing and Management
Universidad Autónoma de Baja California 2005 — 2006
International Business Administration, Economics
Cornell University
Certificate, Marketing Strategy
Niagara Bottling December 2014 - Present
Nestlé USA July 2014 - December 2014
Nestlé USA January 2013 - July 2014
Nestle USA February 2008 - January 2013
Sempra Energy June 2007 - August 2007
Bose Corporation October 2004 - August 2007
Merrill Lynch April 2005 - August 2005
Fundadores Magazine October 2001 - December 2002
Skills
International Business, Business Analysis, Project Planning, conversational French, Spanish, English, Marketing Research, Leadership, French, Public Relations, Negotiation, Management, Microsoft Office, Sales Management, Business Strategy, Forecasting, General Aviation, US Hispanic Market, Retail Category..., Business Development, Sales, Marketing, Sales Operations
Education
Thunderbird School of Global Management 2011 — 2013
Global MBA graduate '13, Global Management
Tecnológico de Monterrey 2011 — 2013
Maestría en Negocios Globales, Management in Latin America
Université du Québec 2007 — 2007
Business Administration, Marketing, Management, French
San Diego State University-California State University 2004 — 2007
International Business Administration, Marketing and Management
Universidad Autónoma de Baja California 2005 — 2006
International Business Administration, Economics
Cornell University
Certificate, Marketing Strategy
Michael Franks, CFP® Michael Franks, CFP®'s Merrill Lynch Experience April 2008 - October 2012
Job Front Porch Financial Management, LLC
Industry Financial Services
Experience
Front Porch Financial Management, LLC October 2012 - Present
Merrill Lynch April 2008 - October 2012
Hogan Financial Management December 2006 - January 2008
Raymond James March 2002 - November 2006
WR Hambrecht + Co March 2000 - March 2002
Prudential Securities May 1995 - March 2000
Skills
Investments, Series 7, Equities, Retirement Planning, Series 63, Portfolio Management, FINRA, Securities, Asset Allocation
Education
Cornell University 1990 — 1994
BS, Business, Management, Marketing, and Related Support Services
Chaminade High School 1986 — 1990
Front Porch Financial Management, LLC October 2012 - Present
Merrill Lynch April 2008 - October 2012
Hogan Financial Management December 2006 - January 2008
Raymond James March 2002 - November 2006
WR Hambrecht + Co March 2000 - March 2002
Prudential Securities May 1995 - March 2000
Skills
Investments, Series 7, Equities, Retirement Planning, Series 63, Portfolio Management, FINRA, Securities, Asset Allocation
Education
Cornell University 1990 — 1994
BS, Business, Management, Marketing, and Related Support Services
Chaminade High School 1986 — 1990
Keara Everdell, MBA Keara Everdell, MBA's Merrill Lynch Experience June 2008 - June 2009
Job Senior Vice President, Client Solutions Marketing at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust May 2014 - Present
NYSE Euronext December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch October 2006 - June 2008
CIBC World Markets May 2005 - October 2006
Skills
Financial Modeling, Spanish, Capital Markets, Financial Analysis, Valuation, Investments, Strategy, Strategic Planning, Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Mergers, Management, Risk Management, Financial Services, Mergers & Acquisitions, Investor Relations, Business Analysis, Project Management, Business Strategy, Banking, Leadership, Finance, Corporate Communications, Strategic Communications
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Class of 2013
Cornell University
Bachelor of Science (B.S.), 2001
Bessemer Trust May 2014 - Present
NYSE Euronext December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Merrill Lynch June 2008 - June 2009
Merrill Lynch October 2006 - June 2008
CIBC World Markets May 2005 - October 2006
Skills
Financial Modeling, Spanish, Capital Markets, Financial Analysis, Valuation, Investments, Strategy, Strategic Planning, Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Mergers, Management, Risk Management, Financial Services, Mergers & Acquisitions, Investor Relations, Business Analysis, Project Management, Business Strategy, Banking, Leadership, Finance, Corporate Communications, Strategic Communications
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Class of 2013
Cornell University
Bachelor of Science (B.S.), 2001
Elyse Winer Elyse Winer's Merrill Lynch Experience July 2007 - January 2009
Job Vice President of Marketing at Lose It!
Industry Health, Wellness and Fitness
Experience
Lose It! July 2015 - Present
MC10 June 2012 - June 2015
Vynamic LLC January 2009 - June 2012
Merrill Lynch July 2007 - January 2009
BNP Paribas 2005 - 2005
Skills
Program Management, Change Management, Strategy, Marketing Strategy, Strategic Planning, Management, Strategic Communications, Marketing, Integrated Marketing, Sales, Leadership, Product Launch, Mergers & Acquisitions, Consulting, Competitive Analysis, Business Strategy
Education
Cornell University 2003 — 2007
Industrial & Labor Relations
Lose It! July 2015 - Present
MC10 June 2012 - June 2015
Vynamic LLC January 2009 - June 2012
Merrill Lynch July 2007 - January 2009
BNP Paribas 2005 - 2005
Skills
Program Management, Change Management, Strategy, Marketing Strategy, Strategic Planning, Management, Strategic Communications, Marketing, Integrated Marketing, Sales, Leadership, Product Launch, Mergers & Acquisitions, Consulting, Competitive Analysis, Business Strategy
Education
Cornell University 2003 — 2007
Industrial & Labor Relations
Matthew Golden's Merrill Lynch Experience October 1997 - February 2001
Job Senior Director, Total Rewards Integration at COTY Inc.
Industry Consumer Goods
Experience
COTY Inc. September 2015 - Present
TIAA-CREF October 2013 - September 2015
The New York Times Company January 2008 - October 2013
Revlon 2007 - 2008
Arrow Electronics March 2001 - October 2007
Merrill Lynch October 1997 - February 2001
Citi (formerly Salomon Brothers Inc) May 1994 - October 1997
Deloitte April 1992 - May 1994
PwC September 1989 - April 1992
Skills
Consumer Products, Deferred Compensation, Employee Benefits, Incentive Programs, Organizational Design, Executive Compensation, Relocation, Certified Relocation..., Proxy, Equity Compensation, Expatriate Management, Real Estate, 401k, Retirement Plans, Compensation Plans, Compensation, Compensation Planning, Compensation..., Immigration, Expatriate Tax, Expatriate..., Pivot Tables, Salary Surveys, Salary Benchmarking, Salary Negotiation, Salary Reviews, Salary Administration, Salary Structures, Tax Preparation, Corporate Relocation, PeopleSoft, Market Pricing, Global Mobility, Policy, Vendor Management, Human Resources, HRIS, Benchmarking, Executive Pay, Compensation & Benefit, Salary, Payroll, Compensation Structures, Talent Management, Personnel Management, Job Evaluation, Recruiting, Mergers & Acquisitions, Succession Planning, Workforce Planning
Education
Cornell University 1985 — 1989
Bachelor's Degree, Consumer Economics & Housing, 3.8
COTY Inc. September 2015 - Present
TIAA-CREF October 2013 - September 2015
The New York Times Company January 2008 - October 2013
Revlon 2007 - 2008
Arrow Electronics March 2001 - October 2007
Merrill Lynch October 1997 - February 2001
Citi (formerly Salomon Brothers Inc) May 1994 - October 1997
Deloitte April 1992 - May 1994
PwC September 1989 - April 1992
Skills
Consumer Products, Deferred Compensation, Employee Benefits, Incentive Programs, Organizational Design, Executive Compensation, Relocation, Certified Relocation..., Proxy, Equity Compensation, Expatriate Management, Real Estate, 401k, Retirement Plans, Compensation Plans, Compensation, Compensation Planning, Compensation..., Immigration, Expatriate Tax, Expatriate..., Pivot Tables, Salary Surveys, Salary Benchmarking, Salary Negotiation, Salary Reviews, Salary Administration, Salary Structures, Tax Preparation, Corporate Relocation, PeopleSoft, Market Pricing, Global Mobility, Policy, Vendor Management, Human Resources, HRIS, Benchmarking, Executive Pay, Compensation & Benefit, Salary, Payroll, Compensation Structures, Talent Management, Personnel Management, Job Evaluation, Recruiting, Mergers & Acquisitions, Succession Planning, Workforce Planning
Education
Cornell University 1985 — 1989
Bachelor's Degree, Consumer Economics & Housing, 3.8
Jacob Goodapple's Merrill Lynch Experience January 2009 - June 2009
Job HR Leadership Program at GE
Industry Airlines/Aviation
Experience
GE Aviation February 2015 - Present
American Express June 2014 - August 2014
Goldman Sachs May 2011 - August 2013
ExpertPlan July 2009 - May 2011
Merrill Lynch January 2009 - June 2009
Merrill Lynch February 2008 - December 2008
Skills
Human Resources, Employee Engagement, Training Delivery, Talent Management, Organizational..., Vendor Management, Project Coordination, Management, Change Management, Relationship Management, Cross-functional..., Performance Management, Onboarding, Talent Acquisition, Employee Relations, ERISA, Training
Education
Cornell University 2013 — 2014
Master of Industrial and Labor Relations, Human Resources and Organizations
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2007
Bachelor of Labor Studies and Employment Relations, Labor Studies
GE Aviation February 2015 - Present
American Express June 2014 - August 2014
Goldman Sachs May 2011 - August 2013
ExpertPlan July 2009 - May 2011
Merrill Lynch January 2009 - June 2009
Merrill Lynch February 2008 - December 2008
Skills
Human Resources, Employee Engagement, Training Delivery, Talent Management, Organizational..., Vendor Management, Project Coordination, Management, Change Management, Relationship Management, Cross-functional..., Performance Management, Onboarding, Talent Acquisition, Employee Relations, ERISA, Training
Education
Cornell University 2013 — 2014
Master of Industrial and Labor Relations, Human Resources and Organizations
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2007
Bachelor of Labor Studies and Employment Relations, Labor Studies
Greg Malamut's Merrill Lynch Experience May 2010 - August 2010
Job Analyst Graduate Training Program at UBS
Industry Financial Services
Hannah Kremer's Merrill Lynch Experience May 2013 - Present
Job Student, Cornell University
Industry Financial Services
Experience
Lufthansa May 2014 - Present
Warner Music Group January 2014 - Present
Merrill Lynch May 2013 - Present
Cornell University 2011 - 2015
Merrill Lynch May 2011 - May 2013
Skills
Public Relations, Client Engagement, Microsoft Office, Excel, Microsoft Excel, Microsoft Word
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Industrial and Labor Relations
Lufthansa May 2014 - Present
Warner Music Group January 2014 - Present
Merrill Lynch May 2013 - Present
Cornell University 2011 - 2015
Merrill Lynch May 2011 - May 2013
Skills
Public Relations, Client Engagement, Microsoft Office, Excel, Microsoft Excel, Microsoft Word
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Industrial and Labor Relations
Kanika Chandaria Kanika Chandaria's Merrill Lynch Experience June 2013 - July 2013
Job Intern at BCG Digital Ventures
Industry Management Consulting
Experience
BCG Digital Ventures June 2015 - September 2015
Velos Partners June 2014 - April 2015
Merrill Lynch June 2013 - July 2013
Singapore American School 2009 - 2010
Door Step School June 2009 - August 2009
Singapore American School June 2009 - July 2009
Singapore American School June 2008 - July 2008
Skills
Market Research, Public Speaking, Intercultural Skills, Social Media, AutoCAD, Microsoft Excel, Teamwork, Leadership, Due Diligence, PowerPoint, Public Relations, Communication, Microsoft Office, Mandarin, Start-ups, InDesign
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations, Marketing, Business Communication, Architecture
Peking University 2011 — 2012
Chinese Studies
Cornell University
Architectural Design (Studio), Architectural History and Culture
Singapore American School 2001 — 2011
BCG Digital Ventures June 2015 - September 2015
Velos Partners June 2014 - April 2015
Merrill Lynch June 2013 - July 2013
Singapore American School 2009 - 2010
Door Step School June 2009 - August 2009
Singapore American School June 2009 - July 2009
Singapore American School June 2008 - July 2008
Skills
Market Research, Public Speaking, Intercultural Skills, Social Media, AutoCAD, Microsoft Excel, Teamwork, Leadership, Due Diligence, PowerPoint, Public Relations, Communication, Microsoft Office, Mandarin, Start-ups, InDesign
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations, Marketing, Business Communication, Architecture
Peking University 2011 — 2012
Chinese Studies
Cornell University
Architectural Design (Studio), Architectural History and Culture
Singapore American School 2001 — 2011
Kristen Powers's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank August 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Berlitz Language School, Hamburg June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Susan B. Anthony House June 2010 - August 2010
Education
Cornell University 2010 — 2014
Bachelor's Degree, Economics and German Studies
Barclays Investment Bank August 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Berlitz Language School, Hamburg June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Susan B. Anthony House June 2010 - August 2010
Education
Cornell University 2010 — 2014
Bachelor's Degree, Economics and German Studies
Josh Barvin Josh Barvin's Merrill Lynch Experience May 2007 - August 2007
Job Manager of Strategic Planning at Memorial Resource Development LLC
Industry Financial Services
Experience
Memorial Resource Development LLC May 2014 - Present
Goodrich Petroleum Corporation December 2012 - May 2014
Societe Generale March 2010 - December 2012
The Genesis Group June 2009 - July 2009
Ernst & Young June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Services, Financial Modeling, Financial Analysis, Strategic Planning, Valuation, Bloomberg, Investment Banking, Capital Markets, Corporate Finance, Equities, Credit Analysis, Due Diligence, Hedge Funds, DCF, Private Equity, Equity Research, Energy, Investor Relations
Education
Cornell University 2005 — 2009
B.S., Applied Economics and Manangement with a concentration in Finance
Phillips Exeter Academy 2004 — 2005
High School
The Kinkaid School 2002 — 2004
High School
Memorial Resource Development LLC May 2014 - Present
Goodrich Petroleum Corporation December 2012 - May 2014
Societe Generale March 2010 - December 2012
The Genesis Group June 2009 - July 2009
Ernst & Young June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Services, Financial Modeling, Financial Analysis, Strategic Planning, Valuation, Bloomberg, Investment Banking, Capital Markets, Corporate Finance, Equities, Credit Analysis, Due Diligence, Hedge Funds, DCF, Private Equity, Equity Research, Energy, Investor Relations
Education
Cornell University 2005 — 2009
B.S., Applied Economics and Manangement with a concentration in Finance
Phillips Exeter Academy 2004 — 2005
High School
The Kinkaid School 2002 — 2004
High School
Mark Silbersher Mark Silbersher's Merrill Lynch Experience 2005 - 2008
Job Managing Director at Deerwood Real Estate Capital
Industry Real Estate
Experience
Deerwood Real Estate Capital 2009 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2001 - 2005
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 2000
Merrill Lynch 1997 - 1998
Skills
Sales, CMBS, Financial Structuring, Loans, Underwriting, Asset Management, Loan Origination, Investments, Commercial Real Estate, Equities, Derivatives, Capital Markets, Real Estate Economics, Mezzanine, Valuation, Real Estate, Due Diligence, Structured Finance, Securitization
Education
Cornell University
BS, Applied Economics and Business Management
Pembroke Hill
Deerwood Real Estate Capital 2009 - Present
Merrill Lynch 2005 - 2008
Merrill Lynch 2001 - 2005
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 2000
Merrill Lynch 1997 - 1998
Skills
Sales, CMBS, Financial Structuring, Loans, Underwriting, Asset Management, Loan Origination, Investments, Commercial Real Estate, Equities, Derivatives, Capital Markets, Real Estate Economics, Mezzanine, Valuation, Real Estate, Due Diligence, Structured Finance, Securitization
Education
Cornell University
BS, Applied Economics and Business Management
Pembroke Hill
Kristi DeBriyn Kristi DeBriyn's Merrill Lynch Experience July 2006 - October 2008
Job Associate at TD
Industry Financial Services
Experience
TD July 2014 - Present
Tullett Prebon November 2011 - Present
MF Global June 2009 - November 2011
Merrill Lynch July 2006 - October 2008
Skills
Derivatives, Valuation, Investment Banking, Proprietary Trading, Series 7, Fixed Income, Trading, Bloomberg, Capital Markets, Structured Products
Education
Cornell University 2002 — 2006
BS, Finance
TD July 2014 - Present
Tullett Prebon November 2011 - Present
MF Global June 2009 - November 2011
Merrill Lynch July 2006 - October 2008
Skills
Derivatives, Valuation, Investment Banking, Proprietary Trading, Series 7, Fixed Income, Trading, Bloomberg, Capital Markets, Structured Products
Education
Cornell University 2002 — 2006
BS, Finance
Geoffrey Hammel Geoffrey Hammel's Merrill Lynch Experience December 2005 - December 2006
Job Helping companies with their global executive compensation needs | Design, Implement & Maintain Programs and Processes
Industry Management Consulting
Experience
ISP Advisors LLC October 2012 - Present
Lincoln Financial Group January 2011 - October 2012
PricewaterhouseCoopers LLP January 2000 - January 2011
Merrill Lynch December 2005 - December 2006
Blank Rome LLP August 1998 - December 1999
Skills
Compensation, Executive Compensation, Equity Compensation, Deferred Compensation, Performance Management, Vendor Management, Expatriate Management, Employee Benefits, Incentive Programs, HRIS, Plan Design, Talent Management, HR Transformation, Human Capital Management, Salary, Job Descriptions, Benchmarking, Job Analysis, Job Evaluation, Employee Engagement, HR Strategy, Global HR, Succession Planning, Executive Pay, Outsourcing, Human Resources, Equities, Compensation & Benefit, CRM, Business Planning
Education
Rutgers University School of Law - Camden 1994 — 1997
Juris Doctor, Law
Cornell University 1990 — 1994
Bachelor of Science, Economics
ISP Advisors LLC October 2012 - Present
Lincoln Financial Group January 2011 - October 2012
PricewaterhouseCoopers LLP January 2000 - January 2011
Merrill Lynch December 2005 - December 2006
Blank Rome LLP August 1998 - December 1999
Skills
Compensation, Executive Compensation, Equity Compensation, Deferred Compensation, Performance Management, Vendor Management, Expatriate Management, Employee Benefits, Incentive Programs, HRIS, Plan Design, Talent Management, HR Transformation, Human Capital Management, Salary, Job Descriptions, Benchmarking, Job Analysis, Job Evaluation, Employee Engagement, HR Strategy, Global HR, Succession Planning, Executive Pay, Outsourcing, Human Resources, Equities, Compensation & Benefit, CRM, Business Planning
Education
Rutgers University School of Law - Camden 1994 — 1997
Juris Doctor, Law
Cornell University 1990 — 1994
Bachelor of Science, Economics
Hannah Berl Hannah Berl's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at DiamondRock Hospitality
Industry Real Estate
Experience
DiamondRock Hospitality July 2014 - Present
Cornell University August 2010 - May 2014
Thayer Lodging Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Radisson May 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Hotel Administration
DiamondRock Hospitality July 2014 - Present
Cornell University August 2010 - May 2014
Thayer Lodging Group May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Radisson May 2011 - August 2011
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Hotel Administration
Jaron Hite's Merrill Lynch Experience June 2012 - August 2012
Job Assurance Staff at EY
Industry Financial Services
Experience
EY September 2014 - Present
Ernst & Young June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Due Diligence, PowerPoint, Research, Illustrator, Microsoft Word, Inventory Management
Education
Cornell University 2010 — 2014
Bachelor's Degree, Applied Economics and Management
Auburn High School 2006 — 2010
HS Diploma
EY September 2014 - Present
Ernst & Young June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Due Diligence, PowerPoint, Research, Illustrator, Microsoft Word, Inventory Management
Education
Cornell University 2010 — 2014
Bachelor's Degree, Applied Economics and Management
Auburn High School 2006 — 2010
HS Diploma
Deborah Simmons Deborah Simmons's Merrill Lynch Experience 2005 - July 2006
Job Talent Acquisition Manager at Meridian Health
Industry Hospital & Health Care
Experience
Meridian Health December 2014 - Present
Meridian Health 2014 - 2015
The Depository Trust Clearing Corporation (DTCC) April 2012 - December 2014
Novartis Pharmaceuticals Corporation July 2006 - April 2012
Merrill Lynch 2005 - July 2006
American International Group (AIG) 2004 - 2005
Reuters / Instinet 2000 - 2004
DLJ (Donaldson, Lufkin & Jenrette) / iNautix / Pershing 1996 - 2000
Pierce Technology 1994 - 1996
Skills
Talent Acquisition, CRM, Recruiting, Onboarding, Talent Management, Performance Management, Leadership, Employee Relations, Human Resources, Organizational..., Training, Personnel Management, Management, Strategic Planning, New Hire Orientations, Temporary Placement, Sourcing, Succession Planning
Education
Cornell University
Human Resources Certificate
New Jersey Institute of Technology
Bachelor Degree, Management Information Systems (MIS)
Meridian Health December 2014 - Present
Meridian Health 2014 - 2015
The Depository Trust Clearing Corporation (DTCC) April 2012 - December 2014
Novartis Pharmaceuticals Corporation July 2006 - April 2012
Merrill Lynch 2005 - July 2006
American International Group (AIG) 2004 - 2005
Reuters / Instinet 2000 - 2004
DLJ (Donaldson, Lufkin & Jenrette) / iNautix / Pershing 1996 - 2000
Pierce Technology 1994 - 1996
Skills
Talent Acquisition, CRM, Recruiting, Onboarding, Talent Management, Performance Management, Leadership, Employee Relations, Human Resources, Organizational..., Training, Personnel Management, Management, Strategic Planning, New Hire Orientations, Temporary Placement, Sourcing, Succession Planning
Education
Cornell University
Human Resources Certificate
New Jersey Institute of Technology
Bachelor Degree, Management Information Systems (MIS)
Frances Chesnut Frances Chesnut's Merrill Lynch Experience April 2006 - September 2008
Job Experienced Human Resources Professional
Industry Mining & Metals
Experience
Nucor Corporation July 2009 - Present
Merrill Lynch April 2006 - September 2008
Merrill Lynch February 2001 - April 2006
Sea Island Company - The Cloister Resort July 1994 - October 1998
Skills
Employee Relations, Human Resources, Performance Management, Succession Planning, Career Development, Business Process..., Benefits Administration, Employee Benefits, Personnel Management, Talent Management, Talent Acquisition, Risk Management, Mediation, Unemployment Claims, Performance Appraisal, Business Planning, Budget and Cost Control, Conflict Resolution, Payroll Administration, HRIS, Time Management, Training, Applicant Tracking..., Interviews, Organizational..., New Hire Orientations, Onboarding, Temporary Placement, Employee Training, Recruiting, FMLA, College Recruiting, ADP Payroll, Job Descriptions, HR Policies, Permanent Placement, Hiring, Employee Engagement, Temporary Staffing, Screening Resumes, Recruitment Advertising, Internet Recruiting, Employer Branding, Screening, Staffing Services, Workforce Planning
Education
Cornell University 2013 — 2014
Master Certification in Human Resources
University of Mississippi
Bachelor of Arts (BA), Interior Design
Nucor Corporation July 2009 - Present
Merrill Lynch April 2006 - September 2008
Merrill Lynch February 2001 - April 2006
Sea Island Company - The Cloister Resort July 1994 - October 1998
Skills
Employee Relations, Human Resources, Performance Management, Succession Planning, Career Development, Business Process..., Benefits Administration, Employee Benefits, Personnel Management, Talent Management, Talent Acquisition, Risk Management, Mediation, Unemployment Claims, Performance Appraisal, Business Planning, Budget and Cost Control, Conflict Resolution, Payroll Administration, HRIS, Time Management, Training, Applicant Tracking..., Interviews, Organizational..., New Hire Orientations, Onboarding, Temporary Placement, Employee Training, Recruiting, FMLA, College Recruiting, ADP Payroll, Job Descriptions, HR Policies, Permanent Placement, Hiring, Employee Engagement, Temporary Staffing, Screening Resumes, Recruitment Advertising, Internet Recruiting, Employer Branding, Screening, Staffing Services, Workforce Planning
Education
Cornell University 2013 — 2014
Master Certification in Human Resources
University of Mississippi
Bachelor of Arts (BA), Interior Design
Henry Gundlach's Merrill Lynch Experience May 1995 - December 2008
Job Senior Vice President at International Wealth Management Firm
Industry Capital Markets
Experience
International Wealth Management Firm December 2008 - Present
Leadership Anne Arundel September 2004 - June 2014
Merrill Lynch May 1995 - December 2008
Legg Mason December 1986 - May 1995
Education
Gordon Conwell Theological Seminary 1972 — 1975
Master of Divinity (M.Div.), Theology/Theological Studies
Cornell University 1968 — 1972
Bachelor of Arts (BA), Psychology
International Wealth Management Firm December 2008 - Present
Leadership Anne Arundel September 2004 - June 2014
Merrill Lynch May 1995 - December 2008
Legg Mason December 1986 - May 1995
Education
Gordon Conwell Theological Seminary 1972 — 1975
Master of Divinity (M.Div.), Theology/Theological Studies
Cornell University 1968 — 1972
Bachelor of Arts (BA), Psychology
Nikolay Gudnyy Nikolay Gudnyy's Merrill Lynch Experience May 2010 - August 2010
Job IG Retail and Consumer Credit Trading at HSBC Securities
Industry Financial Services
Experience
HSBC October 2013 - Present
HSBC August 2012 - October 2013
HSBC June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Analysis, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Equities, Fixed Income, Series 7, Trading
Education
Cornell University 2008 — 2012
Bachelor of Science (BS)
HSBC October 2013 - Present
HSBC August 2012 - October 2013
HSBC June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Analysis, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Equities, Fixed Income, Series 7, Trading
Education
Cornell University 2008 — 2012
Bachelor of Science (BS)
Isaac (Runhui) Chen Isaac (Runhui) Chen's Merrill Lynch Experience September 2013 - April 2014
Job Summer Analyst at UBS
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
FHLBanks Office of Finance June 2014 - August 2014
Merrill Lynch September 2013 - April 2014
University of Virginia June 2013 - August 2013
Neusoft June 2012 - August 2012
Skills
Mandarin, Java, Web Applications, HTML, JavaScript, Social Networking
Education
Cornell University 2014 — 2015
Master of Engineering (M.Eng.), Operations Research and Information Engineering - Financial Engineering Concentration
University of Virginia 2010 — 2014
Bachelor of Science (B.S.), Commerce (Finance and Accounting concentrations); Mathematics
UBS Investment Bank June 2015 - August 2015
FHLBanks Office of Finance June 2014 - August 2014
Merrill Lynch September 2013 - April 2014
University of Virginia June 2013 - August 2013
Neusoft June 2012 - August 2012
Skills
Mandarin, Java, Web Applications, HTML, JavaScript, Social Networking
Education
Cornell University 2014 — 2015
Master of Engineering (M.Eng.), Operations Research and Information Engineering - Financial Engineering Concentration
University of Virginia 2010 — 2014
Bachelor of Science (B.S.), Commerce (Finance and Accounting concentrations); Mathematics
Kelly Giesecke's Merrill Lynch Experience June 2011 - July 2011
Job Senior Research Analyst at Nielsen
Industry Market Research
Experience
Nielsen December 2013 - Present
Nielsen August 2012 - November 2013
Lincoln Square Neighborhood Center July 2012 - August 2012
Black Diamond Lacrosse July 2012 - July 2012
Nielsen July 2011 - August 2011
Merrill Lynch June 2011 - July 2011
Nielsen Media Research June 2010 - August 2010
Nielsen Media Research June 2009 - August 2009
Women's Cornell Lacrosse Camp June 2009 - June 2009
Nielsen Media Research June 2008 - August 2008
Skills
Bloomberg Terminal..., Morningstar, Microsoft Office, @Risk, Spanish, PowerPoint, Microsoft Excel, Bloomberg, Valuation, Microsoft Word, Financial Analysis, Economics, Management, Google Docs, Marketing, Advertising Research, Marketing Research, Quantitative Research, Segmentation, Market Research, Analytics, Data Analysis, Research, Advertising, Online Advertising, Quantitative Analytics
Education
Cornell University 2008 — 2012
Bachelor of Science from the Charles H. Dyson School of Applied Economics and Management, Finance and Marketing Specialization
IES Abroad Program (Barcelona, Spain) 2010 — 2011
International Business
Universitat Autònoma de Barcelona 2010 — 2011
International Business
Nielsen December 2013 - Present
Nielsen August 2012 - November 2013
Lincoln Square Neighborhood Center July 2012 - August 2012
Black Diamond Lacrosse July 2012 - July 2012
Nielsen July 2011 - August 2011
Merrill Lynch June 2011 - July 2011
Nielsen Media Research June 2010 - August 2010
Nielsen Media Research June 2009 - August 2009
Women's Cornell Lacrosse Camp June 2009 - June 2009
Nielsen Media Research June 2008 - August 2008
Skills
Bloomberg Terminal..., Morningstar, Microsoft Office, @Risk, Spanish, PowerPoint, Microsoft Excel, Bloomberg, Valuation, Microsoft Word, Financial Analysis, Economics, Management, Google Docs, Marketing, Advertising Research, Marketing Research, Quantitative Research, Segmentation, Market Research, Analytics, Data Analysis, Research, Advertising, Online Advertising, Quantitative Analytics
Education
Cornell University 2008 — 2012
Bachelor of Science from the Charles H. Dyson School of Applied Economics and Management, Finance and Marketing Specialization
IES Abroad Program (Barcelona, Spain) 2010 — 2011
International Business
Universitat Autònoma de Barcelona 2010 — 2011
International Business
Jeff Zimmerman Jeff Zimmerman's Merrill Lynch Experience 1985 - 2001
Job Vice President
Industry Real Estate
Experience
Cresa Philadelphia 2004 - Present
Morgan Stanley 2003 - 2004
Merrill Lynch 1985 - 2001
Wyndham Franklin Plaza Hotel 1980 - 1985
Hilton Hotels 1976 - 1978
Skills
Leases, Corporate Real Estate, Real Estate, Real Estate Transactions, Disposition, Location Intelligence, Lease Negotiations, Commercial Real Estate, Portfolio Management, Tenant Representation, Real Estate Development, Real Estate Economics, Brokerage, Project Management, Facilities Management, Investments, Acquisitions, Contract Negotiation, Landlord, Land Acquisition, Appraisals, Leasing, Construction Management, Market Analysis, Landlords, Budgets, Capital Budgeting, Contract Management, Negotiation, Construction, Leadership, Strategy, Management Consulting, Mergers & Acquisitions, Sales, Dispositions, Real Estate Financing, Entitlements, Financial Modeling, Relocation, Property, Feasibility Studies, Cross-functional Team..., Vendor Management, Financial Analysis, Shopping Centers, Selling, Investors, Residential Homes, Business Planning
Education
Cornell University 1972 — 1975
BS, Hotel Administration
Penn State University 1992 — 1995
Masters, Management - Business Administration
Haddon Township HS 1967 — 1971
HS Diploma, College Prep
Florida State University 1971 — 1972
Holy Saviour School 1959 — 1967
Cresa Philadelphia 2004 - Present
Morgan Stanley 2003 - 2004
Merrill Lynch 1985 - 2001
Wyndham Franklin Plaza Hotel 1980 - 1985
Hilton Hotels 1976 - 1978
Skills
Leases, Corporate Real Estate, Real Estate, Real Estate Transactions, Disposition, Location Intelligence, Lease Negotiations, Commercial Real Estate, Portfolio Management, Tenant Representation, Real Estate Development, Real Estate Economics, Brokerage, Project Management, Facilities Management, Investments, Acquisitions, Contract Negotiation, Landlord, Land Acquisition, Appraisals, Leasing, Construction Management, Market Analysis, Landlords, Budgets, Capital Budgeting, Contract Management, Negotiation, Construction, Leadership, Strategy, Management Consulting, Mergers & Acquisitions, Sales, Dispositions, Real Estate Financing, Entitlements, Financial Modeling, Relocation, Property, Feasibility Studies, Cross-functional Team..., Vendor Management, Financial Analysis, Shopping Centers, Selling, Investors, Residential Homes, Business Planning
Education
Cornell University 1972 — 1975
BS, Hotel Administration
Penn State University 1992 — 1995
Masters, Management - Business Administration
Haddon Township HS 1967 — 1971
HS Diploma, College Prep
Florida State University 1971 — 1972
Holy Saviour School 1959 — 1967
Karen Mineo Karen Mineo's Merrill Lynch Experience October 1983 - October 2008
Job Seeking consulting work: Professional Development; Talent Management; Nonprofit Operations or Event Planning
Industry Professional Training & Coaching
Experience
KM Consulting Group, LLC October 2008 - Present
Archetype Advisors, LLC™ July 2009 - June 2014
Merrill Lynch October 1983 - October 2008
SIFMA - SII 2004 - June 2008
Securities Industry Association 2003 - June 2008
Skills
Leadership Development, Executive Coaching, Development & delivery..., Marketing Strategy, Marketing Communications, Financial Advisory, Strategy, Training, Leadership, Entrepreneurship, Fundraising, Marketing, Coaching, Management, Employee Training, Recruiting, Finance, Securities, Human Resources, Performance Management, Management Consulting, Workshop Facilitation, Organizational..., Financial Services, Strategic Financial..., Organizational..., Succession Planning, Executive Management, Career Development, Start-ups, Organizational Design, Performance Improvement, Consulting, Executive Development, Mergers & Acquisitions, Change Management, Personal Development, Business Coaching, Thought Leadership, Financial Planning
Education
Syracuse University 1980 — 1982
MS, Instructional Design & Development
Cornell University 1975 — 1979
BS, Human Development
KM Consulting Group, LLC October 2008 - Present
Archetype Advisors, LLC™ July 2009 - June 2014
Merrill Lynch October 1983 - October 2008
SIFMA - SII 2004 - June 2008
Securities Industry Association 2003 - June 2008
Skills
Leadership Development, Executive Coaching, Development & delivery..., Marketing Strategy, Marketing Communications, Financial Advisory, Strategy, Training, Leadership, Entrepreneurship, Fundraising, Marketing, Coaching, Management, Employee Training, Recruiting, Finance, Securities, Human Resources, Performance Management, Management Consulting, Workshop Facilitation, Organizational..., Financial Services, Strategic Financial..., Organizational..., Succession Planning, Executive Management, Career Development, Start-ups, Organizational Design, Performance Improvement, Consulting, Executive Development, Mergers & Acquisitions, Change Management, Personal Development, Business Coaching, Thought Leadership, Financial Planning
Education
Syracuse University 1980 — 1982
MS, Instructional Design & Development
Cornell University 1975 — 1979
BS, Human Development
Oksana Yuzefovich Oksana Yuzefovich's Merrill Lynch Experience October 2011 - July 2012
Job Relationship Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments September 2013 - August 2015
Santa Rita Elementary School August 2012 - June 2013
Merrill Lynch October 2011 - July 2012
Cornell Club of Central New Jersey January 2011 - July 2012
Cornell Club of Central New Jersey July 2009 - December 2010
Drexel Women in Business June 2009 - June 2010
Career Intercom May 2009 - August 2009
Concord Advisory Group June 2002 - September 2007
Thomson Financial/Venture Economics September 2000 - May 2002
Skills
Investments, Leadership, Project Management, Project Planning, Research, Networking, Data Analysis, Teamwork, Event Planning and..., Financial Reporting, Investment Portfolio..., Investment Manager Due..., Training, Analysis
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, LEAD MBA: General Management
Cornell University 1994 — 1998
BA, Economics
Fidelity Investments September 2015 - Present
Fidelity Investments September 2013 - August 2015
Santa Rita Elementary School August 2012 - June 2013
Merrill Lynch October 2011 - July 2012
Cornell Club of Central New Jersey January 2011 - July 2012
Cornell Club of Central New Jersey July 2009 - December 2010
Drexel Women in Business June 2009 - June 2010
Career Intercom May 2009 - August 2009
Concord Advisory Group June 2002 - September 2007
Thomson Financial/Venture Economics September 2000 - May 2002
Skills
Investments, Leadership, Project Management, Project Planning, Research, Networking, Data Analysis, Teamwork, Event Planning and..., Financial Reporting, Investment Portfolio..., Investment Manager Due..., Training, Analysis
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, LEAD MBA: General Management
Cornell University 1994 — 1998
BA, Economics
Harris Tils's Merrill Lynch Experience June 2010 - August 2010
Job Sales & Trading Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Cornell Team & Leadership Center (CTLC) September 2013 - May 2014
Capital One June 2013 - May 2014
Merrill Lynch June 2010 - August 2010
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Cornell Team & Leadership Center (CTLC) September 2013 - May 2014
Capital One June 2013 - May 2014
Merrill Lynch June 2010 - August 2010
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Evan Turtel's Merrill Lynch Experience June 1994 - April 1996
Job Chief Technology Officer at Assessment Innovation, Inc.
Industry Information Technology and Services
Experience
Assessment Innovation, Inc. January 2014 - Present
Independent Professional July 2013 - December 2013
Smarter Agent April 2012 - July 2013
Top Honors Inc. January 2002 - June 2013
Triumph Learning May 2010 - April 2012
Grassroots Technologies August 2004 - May 2010
TheStreet.com August 1998 - February 2004
Time Inc. New Media December 1996 - August 1998
Merrill Lynch June 1994 - April 1996
Skills
Java, SQL, Perl, C, C++, VBA, PHP, TCL, JavaScript, XQuery, MySQL, Oracle, MarkLogic, Amazon Web Services, Tomcat, JBoss, ATG Dynamo, RSuite CMS, Vignette, Jira, Subversion, Eclipse, JMeter, Oxygen, Wireshark, Waterfall, Agile Project Management, Spring, Hibernate, CMS, JIRA, Amazon Web Services..., Software Development, Agile Methodologies, Python, Java Enterprise Edition
Education
Cornell University
BS, Computer Science
Assessment Innovation, Inc. January 2014 - Present
Independent Professional July 2013 - December 2013
Smarter Agent April 2012 - July 2013
Top Honors Inc. January 2002 - June 2013
Triumph Learning May 2010 - April 2012
Grassroots Technologies August 2004 - May 2010
TheStreet.com August 1998 - February 2004
Time Inc. New Media December 1996 - August 1998
Merrill Lynch June 1994 - April 1996
Skills
Java, SQL, Perl, C, C++, VBA, PHP, TCL, JavaScript, XQuery, MySQL, Oracle, MarkLogic, Amazon Web Services, Tomcat, JBoss, ATG Dynamo, RSuite CMS, Vignette, Jira, Subversion, Eclipse, JMeter, Oxygen, Wireshark, Waterfall, Agile Project Management, Spring, Hibernate, CMS, JIRA, Amazon Web Services..., Software Development, Agile Methodologies, Python, Java Enterprise Edition
Education
Cornell University
BS, Computer Science
Gregory Elders Gregory Elders's Merrill Lynch Experience July 2002 - June 2005
Job Senior ESG Analyst at Bloomberg
Industry Information Technology and Services
Experience
Bloomberg June 2015 - Present
Bloomberg LP July 2011 - June 2015
EQ2 January 2010 - July 2011
Global Reporting Initiative (GRI) January 2009 - December 2009
Trucost May 2006 - December 2008
Merrill Lynch July 2002 - June 2005
Skills
Corporate Social..., Sustainable Development, Socially Responsible..., Climate Change, Stakeholder Engagement, Aviation, Teaching, Career Counseling, Sustainability, Economics, Analysis, Strategy, Equities, Equity Research, Bloomberg, Bloomberg Terminal, Valuation, Emerging Markets, Financial Modeling, Quantitative Analytics, Management, Investment Management, Team Management
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Environmental Policy
Cornell University 1998 — 2002
BA, Economics
Bloomberg June 2015 - Present
Bloomberg LP July 2011 - June 2015
EQ2 January 2010 - July 2011
Global Reporting Initiative (GRI) January 2009 - December 2009
Trucost May 2006 - December 2008
Merrill Lynch July 2002 - June 2005
Skills
Corporate Social..., Sustainable Development, Socially Responsible..., Climate Change, Stakeholder Engagement, Aviation, Teaching, Career Counseling, Sustainability, Economics, Analysis, Strategy, Equities, Equity Research, Bloomberg, Bloomberg Terminal, Valuation, Emerging Markets, Financial Modeling, Quantitative Analytics, Management, Investment Management, Team Management
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Environmental Policy
Cornell University 1998 — 2002
BA, Economics
Gerald Bennett, CPA, CFA Gerald Bennett, CPA, CFA's Merrill Lynch Experience July 1999 - June 2002
Job CFO at The Shade Store
Industry Retail
Experience
The Shade Store September 2014 - Present
FreshDirect June 2011 - September 2014
FreshDirect October 2007 - June 2011
FreshDirect April 2003 - October 2007
Merrill Lynch July 1999 - June 2002
Skills
Forecasting, Strategic Planning, MIS, Budgeting, Planning
Education
Cornell University 1995 — 1999
B.S., Management
The Shade Store September 2014 - Present
FreshDirect June 2011 - September 2014
FreshDirect October 2007 - June 2011
FreshDirect April 2003 - October 2007
Merrill Lynch July 1999 - June 2002
Skills
Forecasting, Strategic Planning, MIS, Budgeting, Planning
Education
Cornell University 1995 — 1999
B.S., Management
Joyce Wang Joyce Wang's Merrill Lynch Experience June 2007 - August 2007
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Tailwind Capital August 2013 - June 2015
Barclays June 2010 - June 2013
Barclays June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Capital Markets, Corporate Finance, Private Equity, Financial Analysis, LBO, Equities, Fixed Income, DCF, Mergers & Acquisitions
Education
Cornell University 2006 — 2010
BS, Finance
Tailwind Capital August 2013 - June 2015
Barclays June 2010 - June 2013
Barclays June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Capital Markets, Corporate Finance, Private Equity, Financial Analysis, LBO, Equities, Fixed Income, DCF, Mergers & Acquisitions
Education
Cornell University 2006 — 2010
BS, Finance
Karl Xu Karl Xu's Merrill Lynch Experience 2011 - 2011
Job Rutgers University
Industry Computer Software
Experience
The Advisory Board Company 2014 - 2015
Whiteford, Taylor & Preston 2013 - 2014
Merrill Lynch 2011 - 2011
Education
Cornell University
Bachelor's Degree, Economics
The Advisory Board Company 2014 - 2015
Whiteford, Taylor & Preston 2013 - 2014
Merrill Lynch 2011 - 2011
Education
Cornell University
Bachelor's Degree, Economics
Nuttavut Jarutikorn Nuttavut Jarutikorn's Merrill Lynch Experience July 2011 - August 2011
Job Trader at AMR Capital Trading
Industry Financial Services
Experience
AMR Capital Trading October 2013 - Present
T3 Trading Group, LLC June 2012 - May 2013
Walmart.com October 2011 - May 2012
Merrill Lynch July 2011 - August 2011
Manheim May 2010 - December 2010
Skills
Series 56, Matlab, Arenas, Quantitative Analytics, Financial Modeling, SAS, Equity Trading, Quantitative Finance, Statistics, R, Options, Data Analysis, Bloomberg Terminal
Education
Cornell University 2011 — 2012
Master of Engineering (M.Eng.), Operations Research/ Financial Engineering
Georgia Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Industrial Engineering
AMR Capital Trading October 2013 - Present
T3 Trading Group, LLC June 2012 - May 2013
Walmart.com October 2011 - May 2012
Merrill Lynch July 2011 - August 2011
Manheim May 2010 - December 2010
Skills
Series 56, Matlab, Arenas, Quantitative Analytics, Financial Modeling, SAS, Equity Trading, Quantitative Finance, Statistics, R, Options, Data Analysis, Bloomberg Terminal
Education
Cornell University 2011 — 2012
Master of Engineering (M.Eng.), Operations Research/ Financial Engineering
Georgia Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Industrial Engineering
FIOH Investments FIOH Investments's Merrill Lynch Experience 2005 - 2011
Job Financial Advisor, CFP®, CRPC®, CDFA® at FIOH Global Asset Management and Strategies, LLC
Industry Financial Services
Experience
FIOH Global Asset Management and Strategies, LLC June 2011 - Present
Merrill Lynch 2005 - 2011
The World Bank 1989 - 1991
Education
Cornell University
Ph.D, Economics
FIOH Global Asset Management and Strategies, LLC June 2011 - Present
Merrill Lynch 2005 - 2011
The World Bank 1989 - 1991
Education
Cornell University
Ph.D, Economics
Kwesi Acquay Kwesi Acquay's Merrill Lynch Experience May 2010 - July 2011
Job TMT Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Deloitte July 2011 - July 2011
Merrill Lynch May 2010 - July 2011
Goldman Sachs June 2011 - June 2011
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Finance
Education
Cornell University 2010 — 2014
Charles H. Dyson School of Applied Economics and Management; B.S, Applied Economics and Management
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Deloitte July 2011 - July 2011
Merrill Lynch May 2010 - July 2011
Goldman Sachs June 2011 - June 2011
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Finance
Education
Cornell University 2010 — 2014
Charles H. Dyson School of Applied Economics and Management; B.S, Applied Economics and Management
Michael Balbick Michael Balbick's Merrill Lynch Experience December 2013 - August 2014
Job Director, CrossAsset Solutions at Société Générale
Industry Banking
Experience
Société Générale August 2014 - Present
Merrill Lynch December 2013 - August 2014
Bank of America June 2006 - October 2008
Banc of America Securities June 2006 - October 2008
BNP Paribas June 2006 - October 2008
Skills
Hedge Funds, Equities, Portfolio Management, Trading, Financial Services, Fixed Income, Finance, Derivatives, Capital Markets, Management
Education
Cornell University 2002 — 2006
2006, Industrial & Labor Relations
CORNELL UNIVERSITY, School of Industrial and Labor Relations
Bachelor of Science, Industrial and Labor Relations
Société Générale August 2014 - Present
Merrill Lynch December 2013 - August 2014
Bank of America June 2006 - October 2008
Banc of America Securities June 2006 - October 2008
BNP Paribas June 2006 - October 2008
Skills
Hedge Funds, Equities, Portfolio Management, Trading, Financial Services, Fixed Income, Finance, Derivatives, Capital Markets, Management
Education
Cornell University 2002 — 2006
2006, Industrial & Labor Relations
CORNELL UNIVERSITY, School of Industrial and Labor Relations
Bachelor of Science, Industrial and Labor Relations
Michael Kaplan's Merrill Lynch Experience May 2013 - June 2013
Job Summer Analyst at Marathon Asset Management
Industry
Experience
Marathon Asset Management June 2015 - August 2015
Sportstars Inc. June 2014 - August 2014
Cornell Consulting Club October 2013 - March 2014
Merrill Lynch May 2013 - June 2013
Education
Cornell University 2013 — 2017
Economics
Newark Academy 2006 — 2013
Marathon Asset Management June 2015 - August 2015
Sportstars Inc. June 2014 - August 2014
Cornell Consulting Club October 2013 - March 2014
Merrill Lynch May 2013 - June 2013
Education
Cornell University 2013 — 2017
Economics
Newark Academy 2006 — 2013
Emily Mulflur's Merrill Lynch Experience June 2006 - June 2008
Job
Industry Investment Banking
Experience
Evercore Partners October 2011 - Present
Bank of America Merrill Lynch June 2008 - September 2011
Merrill Lynch June 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Credit Risk, Wealth Management, Business Development, Investment Banking, Strategy, Corporate Finance, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics & Management
Marymount School of New York 1998 — 2002
Evercore Partners October 2011 - Present
Bank of America Merrill Lynch June 2008 - September 2011
Merrill Lynch June 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Credit Risk, Wealth Management, Business Development, Investment Banking, Strategy, Corporate Finance, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics & Management
Marymount School of New York 1998 — 2002
Matthew Scheibner's Merrill Lynch Experience July 2010 - August 2010
Job Collateral Trading, Middle Office at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland March 2013 - Present
JPMorgan Chase January 2012 - March 2013
Merrill Lynch July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling
Education
Cornell University 2009 — 2011
Bachelor of Science (B.S.), Applied Economics and Management
Rockland Community College 2007 — 2009
Associates, Business Administration
Royal Bank of Scotland March 2013 - Present
JPMorgan Chase January 2012 - March 2013
Merrill Lynch July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling
Education
Cornell University 2009 — 2011
Bachelor of Science (B.S.), Applied Economics and Management
Rockland Community College 2007 — 2009
Associates, Business Administration
Matthew Leavitt Matthew Leavitt's Merrill Lynch Experience 2006 - 2010
Job Partner at Dryden Capital
Industry Financial Services
Experience
Dryden Capital February 2013 - Present
Sunrise Capital Partners 2010 - April 2013
Merrill Lynch 2006 - 2010
J.P. Morgan 2005 - 2006
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Portfolio Management, Asset Allocation, Fixed Income, Investment Banking, Derivatives, Asset Management, Options, Stocks
Education
Cornell University 2001 — 2005
Bachelor's Degree, Economics
Ransom Everglades 1997 — 2001
High School
Dryden Capital February 2013 - Present
Sunrise Capital Partners 2010 - April 2013
Merrill Lynch 2006 - 2010
J.P. Morgan 2005 - 2006
Skills
Hedge Funds, Alternative Investments, Investments, Equities, Portfolio Management, Asset Allocation, Fixed Income, Investment Banking, Derivatives, Asset Management, Options, Stocks
Education
Cornell University 2001 — 2005
Bachelor's Degree, Economics
Ransom Everglades 1997 — 2001
High School
James Snook James Snook's Merrill Lynch Experience May 2011 - August 2011
Job Underwriting Analyst at Ladder Capital Finance LLC
Industry Real Estate
Experience
Ladder Capital Finance LLC June 2015 - Present
Cushman & Wakefield Equity, Debt & Structured Finance July 2013 - June 2015
Cornell University September 2009 - May 2013
Jones Lang LaSalle June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, Microsoft Word, PowerPoint, Technology, Social Media, People Skills, Teamwork, Outlook, Access, Market Research, Public Speaking, Customer Service, Organization, Problem Solving, RCA, LoopNet, Microsoft Office, Finance, Leadership
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Hotel Administration
Mainland Regional High School 2005 — 2009
Ladder Capital Finance LLC June 2015 - Present
Cushman & Wakefield Equity, Debt & Structured Finance July 2013 - June 2015
Cornell University September 2009 - May 2013
Jones Lang LaSalle June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, Microsoft Word, PowerPoint, Technology, Social Media, People Skills, Teamwork, Outlook, Access, Market Research, Public Speaking, Customer Service, Organization, Problem Solving, RCA, LoopNet, Microsoft Office, Finance, Leadership
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Hotel Administration
Mainland Regional High School 2005 — 2009
Frank J. Jones Frank J. Jones's Merrill Lynch Experience 1989 - 1991
Job PROFESSOR, ACCOUNTING & FINANCE DEPARTMENT at COLLEGE OF BUSINESS, SAN JOSE STATE UNIVERSITY
Industry Higher Education
Experience
Private Ocean Wealth Management, L.L.C January 2008 - Present
College of Business, San Jose State Unniversity January 2003 - Present
ISE 2000 - November 2010
Integrated Financial and Insurance Services 2003 - 2007
The Guardian Life Insurance Company of America 1991 - 2002
Merrill Lynch 1989 - 1991
Barclays Dezoete Wedd Government Securities, Inc. 1988 - 1989
Kidder Peabody 1983 - 1988
New York Stock Exchange 1982 - 1983
Options Clearing Corporation 1982 - 1983
Skills
Investments, Derivatives, Portfolio Management, Equities, Wealth Management, Valuation, Mutual Funds, Strategic Financial..., Finance, Fixed Income, Options, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Investment Management
Education
Stanford University
Ph.D., Economics
University of Pittsburgh
M.B.A
Cornell University
M.S., Nuclear Engineering
University of Notre Dame
B.S., Engineering Physics
NASD Registrations
Securities Regulation
Private Ocean Wealth Management, L.L.C January 2008 - Present
College of Business, San Jose State Unniversity January 2003 - Present
ISE 2000 - November 2010
Integrated Financial and Insurance Services 2003 - 2007
The Guardian Life Insurance Company of America 1991 - 2002
Merrill Lynch 1989 - 1991
Barclays Dezoete Wedd Government Securities, Inc. 1988 - 1989
Kidder Peabody 1983 - 1988
New York Stock Exchange 1982 - 1983
Options Clearing Corporation 1982 - 1983
Skills
Investments, Derivatives, Portfolio Management, Equities, Wealth Management, Valuation, Mutual Funds, Strategic Financial..., Finance, Fixed Income, Options, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Investment Management
Education
Stanford University
Ph.D., Economics
University of Pittsburgh
M.B.A
Cornell University
M.S., Nuclear Engineering
University of Notre Dame
B.S., Engineering Physics
NASD Registrations
Securities Regulation
Manuel Choy Manuel Choy's Merrill Lynch Experience September 2001 - January 2008
Job Wealth Management Advisor at DLG Wealth Management Llc
Industry Financial Services
Experience
DLG Wealth Management Llc January 2010 - Present
Merrill Lynch September 2001 - January 2008
Fleet Bank June 1982 - August 2001
Skills
Financial Analysis, Wealth Management, Retirement Planning, Strategic Financial..., Alternative Investments, Investment Strategies, Asset Allocation, Investment Management, Investments, Portfolio Management, Financial Advisory, Asset Management, Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Estate Planning
Education
State University of New York at Albany 1984 — 1986
Master of Business Administration (MBA)
Cornell University 1980 — 1982
Applied Economics and Business Management
DLG Wealth Management Llc January 2010 - Present
Merrill Lynch September 2001 - January 2008
Fleet Bank June 1982 - August 2001
Skills
Financial Analysis, Wealth Management, Retirement Planning, Strategic Financial..., Alternative Investments, Investment Strategies, Asset Allocation, Investment Management, Investments, Portfolio Management, Financial Advisory, Asset Management, Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Estate Planning
Education
State University of New York at Albany 1984 — 1986
Master of Business Administration (MBA)
Cornell University 1980 — 1982
Applied Economics and Business Management
Jessica Zapas Jessica Zapas's Merrill Lynch Experience June 2008 - August 2008
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2012 - Present
Merrill Lynch June 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Skills
Investment Banking, Bloomberg, Equities, Fixed Income, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Emerging Markets, Financial Markets, Financial Analysis, Investments, Business Analysis
Education
Cornell University 2009 — 2012
Bachelor of Science (B.S.), Applied Economics & Management
Credit Suisse 2012 - Present
Merrill Lynch June 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Skills
Investment Banking, Bloomberg, Equities, Fixed Income, Valuation, Financial Modeling, Hedge Funds, Corporate Finance, Emerging Markets, Financial Markets, Financial Analysis, Investments, Business Analysis
Education
Cornell University 2009 — 2012
Bachelor of Science (B.S.), Applied Economics & Management
Mitch Sacks Mitch Sacks's Merrill Lynch Experience 1985 - 1987
Job Principal at Grand Slam
Industry Financial Services
Experience
Grand Slam Asset Management LLC April 2001 - Present
TSR Wireless November 1991 - December 2000
Banque Francaise du Commerce Exterieur 1990 - 1991
Bankers Trust 1989 - 1990
Merrill Lynch 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Portfolio Management, Due Diligence, Capital Markets, Investment Banking, Fund Of Funds, Investor Relations, Valuation, Fixed Income, Securities, Investment Strategies, Trading, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Cornell University 1981 — 1985
BA, Economics
Harborfields High School 1977 — 1981
Grand Slam Asset Management LLC April 2001 - Present
TSR Wireless November 1991 - December 2000
Banque Francaise du Commerce Exterieur 1990 - 1991
Bankers Trust 1989 - 1990
Merrill Lynch 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Portfolio Management, Due Diligence, Capital Markets, Investment Banking, Fund Of Funds, Investor Relations, Valuation, Fixed Income, Securities, Investment Strategies, Trading, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Cornell University 1981 — 1985
BA, Economics
Harborfields High School 1977 — 1981
Pedro Gomes Pereira Pedro Gomes Pereira's Merrill Lynch Experience August 2012 - Present
Job Investment Banking & Capital Markets
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Merrill Lynch June 2011 - August 2011
Leblon Equities June 2009 - August 2009
Education
Cornell University 2008 — 2012
BA, Economics, Sociology
Merrill Lynch August 2012 - Present
Merrill Lynch June 2011 - August 2011
Leblon Equities June 2009 - August 2009
Education
Cornell University 2008 — 2012
BA, Economics, Sociology
Jonathan Braus Jonathan Braus's Merrill Lynch Experience July 2003 - February 2008
Job
Industry
Experience
1010data January 2009 - Present
Camulos Capital March 2008 - December 2008
Merrill Lynch July 2003 - February 2008
Skills
Analysis, Financial Modeling, Data Analysis, Portfolio Management, Leadership, Financial Analysis, Analytics, Fixed Income, SQL, Research
Education
Cornell University 1999 — 2003
BS, Mathematics, Economics
Cornell University 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Economics
1010data January 2009 - Present
Camulos Capital March 2008 - December 2008
Merrill Lynch July 2003 - February 2008
Skills
Analysis, Financial Modeling, Data Analysis, Portfolio Management, Leadership, Financial Analysis, Analytics, Fixed Income, SQL, Research
Education
Cornell University 1999 — 2003
BS, Mathematics, Economics
Cornell University 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Economics
Michael Breitstein Michael Breitstein's Merrill Lynch Experience July 2011 - October 2012
Job Senior Associate at Melody Capital Partners, LP
Industry Investment Management
Experience
Melody Capital Partners, LP December 2013 - Present
Rothschild October 2012 - December 2013
Merrill Lynch July 2011 - October 2012
Cornell University August 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Financial Statement..., Credit, Capital Markets, Bonds, DCF, Fixed Income, LBO, Alternative Investments
Education
Cornell University 2008 — 2011
Bachelor of Science (B.S.), Majored in Hotel Administration with a Concentration in Corporate Finance
Melody Capital Partners, LP December 2013 - Present
Rothschild October 2012 - December 2013
Merrill Lynch July 2011 - October 2012
Cornell University August 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Financial Statement..., Credit, Capital Markets, Bonds, DCF, Fixed Income, LBO, Alternative Investments
Education
Cornell University 2008 — 2011
Bachelor of Science (B.S.), Majored in Hotel Administration with a Concentration in Corporate Finance
Devin Corr Devin Corr's Merrill Lynch Experience 2011 - 2013
Job Senior Business Leader at MasterCard
Industry Financial Services
Experience
MasterCard 2013 - Present
Youth Services Opportunity Project May 2006 - Present
Merrill Lynch 2011 - 2013
General Motors 2008 - 2011
UBS Investment Bank July 2002 - June 2007
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 1998 — 2002
BA, Mathematics and Economics
MasterCard 2013 - Present
Youth Services Opportunity Project May 2006 - Present
Merrill Lynch 2011 - 2013
General Motors 2008 - 2011
UBS Investment Bank July 2002 - June 2007
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 1998 — 2002
BA, Mathematics and Economics
Murali Calambur's Merrill Lynch Experience September 2009 - Present
Job Director at Bank of America, Merrill Lynch, GWMT
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Morgan Stanley September 2006 - November 2009
Merrill Lynch September 2000 - September 2006
Rail Europe Group June 1998 - September 2000
Nuware Technology August 1997 - June 1998
Rutgers University August 1995 - August 1997
Cornell University January 1994 - January 1995
Thermax June 1985 - July 1988
Skills
SDLC, Agile Methodologies, Quality Assurance, Portfolio Management, Investment Banking, Business Analysis, Sybase
Education
Cornell University 1988 — 1994
Ph.D., Bioengineering
Cornell University 1988 — 1990
Master of Engineering (M.Eng.), Chemical Engineering
Indian Institute of Technology, Delhi 1980 — 1985
Bachelor of Technology (B.Tech.), Chemical Engineering
Merrill Lynch September 2009 - Present
Morgan Stanley September 2006 - November 2009
Merrill Lynch September 2000 - September 2006
Rail Europe Group June 1998 - September 2000
Nuware Technology August 1997 - June 1998
Rutgers University August 1995 - August 1997
Cornell University January 1994 - January 1995
Thermax June 1985 - July 1988
Skills
SDLC, Agile Methodologies, Quality Assurance, Portfolio Management, Investment Banking, Business Analysis, Sybase
Education
Cornell University 1988 — 1994
Ph.D., Bioengineering
Cornell University 1988 — 1990
Master of Engineering (M.Eng.), Chemical Engineering
Indian Institute of Technology, Delhi 1980 — 1985
Bachelor of Technology (B.Tech.), Chemical Engineering
Jordan Hauer's Merrill Lynch Experience May 2007 - August 2007
Job Cofounder and CEO of Amass Insights
Industry Information Technology and Services
Experience
Amass Insights May 2015 - Present
AdvanTech Corporation February 2015 - Present
Consulting November 2012 - April 2015
Hunter Global Investors May 2011 - December 2011
NERA Economic Consulting July 2008 - April 2011
Merrill Lynch May 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Statistics, Economics, Process Improvement, Research, Project Management, SQL, VBA, Management, Microsoft Office, Java, PowerPoint, Business Strategy, Analysis, Software, Matlab, SAS, Private Equity, Spanish, Microsoft Word, Early-stage Startups, Start-ups, Python, Tableau, Amazon Web Services..., Data Mining
Education
Cornell University 2004 — 2008
Bachelor of Science (BS), Information Science, Systems, and Technology
Amass Insights May 2015 - Present
AdvanTech Corporation February 2015 - Present
Consulting November 2012 - April 2015
Hunter Global Investors May 2011 - December 2011
NERA Economic Consulting July 2008 - April 2011
Merrill Lynch May 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Statistics, Economics, Process Improvement, Research, Project Management, SQL, VBA, Management, Microsoft Office, Java, PowerPoint, Business Strategy, Analysis, Software, Matlab, SAS, Private Equity, Spanish, Microsoft Word, Early-stage Startups, Start-ups, Python, Tableau, Amazon Web Services..., Data Mining
Education
Cornell University 2004 — 2008
Bachelor of Science (BS), Information Science, Systems, and Technology
Justin Portnoy's Merrill Lynch Experience 2001 - 2002
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2014 - Present
HSBC Securities April 2010 - July 2013
Deutsche Bank September 2007 - February 2010
Citigroup July 2002 - September 2007
Merrill Lynch 2001 - 2002
Skills
Structured Products, Derivatives, Equities, Options, FX Options, Hedge Funds, Equity Derivatives, Equity Trading, Credit Derivatives, Fixed Income, Interest Rate..., Financial Structuring, Electronic Trading, Scripting, Hedging, Portfolio Management, Currency
Education
Cornell University 1998 — 2002
B.A., Physics, Astrophysics, French Literature
Cornell University 1998 — 2002
M.A., French Literature
Goldman Sachs March 2014 - Present
HSBC Securities April 2010 - July 2013
Deutsche Bank September 2007 - February 2010
Citigroup July 2002 - September 2007
Merrill Lynch 2001 - 2002
Skills
Structured Products, Derivatives, Equities, Options, FX Options, Hedge Funds, Equity Derivatives, Equity Trading, Credit Derivatives, Fixed Income, Interest Rate..., Financial Structuring, Electronic Trading, Scripting, Hedging, Portfolio Management, Currency
Education
Cornell University 1998 — 2002
B.A., Physics, Astrophysics, French Literature
Cornell University 1998 — 2002
M.A., French Literature
Jessica Buck's Merrill Lynch Experience January 1999 - January 2001
Job Brand Manager, Consultant
Industry Marketing and Advertising
Experience
Sun Products Corporation September 2012 - July 2013
Diageo February 2012 - July 2012
PepsiCo 2008 - 2010
Canada Dry Mott’s Inc. A Division of Dr Pepper Snapple Group 2006 - 2007
Dr Pepper / 7UP 2004 - 2006
Playtex Products 2003 - 2004
Playtex Products May 2002 - August 2002
Merrill Lynch January 1999 - January 2001
Merrill Lynch January 1997 - January 1999
NEW YORK STATE HOUSING FINANCE AGENCY/LEHMAN BROTHERS January 1996 - January 1997
Skills
Integrated Marketing, Cross-functional Team..., Brand Management, Strategy, Shopper Marketing, Market Planning, Competitive Analysis, Marketing, Agency Leadership, Market Research, Business Development, Advertising, Consumer Products, Customer Insight, Market Analysis, Business Planning, Segmentation, Product Development, Pricing, Marketing Research, Marketing Management, Brand Equity, FMCG
Education
Cornell University 2001 — 2003
M.B.A, Brand Management
State University of New York at Albany 1992 — 1996
B.S., Marketing, Management
Sun Products Corporation September 2012 - July 2013
Diageo February 2012 - July 2012
PepsiCo 2008 - 2010
Canada Dry Mott’s Inc. A Division of Dr Pepper Snapple Group 2006 - 2007
Dr Pepper / 7UP 2004 - 2006
Playtex Products 2003 - 2004
Playtex Products May 2002 - August 2002
Merrill Lynch January 1999 - January 2001
Merrill Lynch January 1997 - January 1999
NEW YORK STATE HOUSING FINANCE AGENCY/LEHMAN BROTHERS January 1996 - January 1997
Skills
Integrated Marketing, Cross-functional Team..., Brand Management, Strategy, Shopper Marketing, Market Planning, Competitive Analysis, Marketing, Agency Leadership, Market Research, Business Development, Advertising, Consumer Products, Customer Insight, Market Analysis, Business Planning, Segmentation, Product Development, Pricing, Marketing Research, Marketing Management, Brand Equity, FMCG
Education
Cornell University 2001 — 2003
M.B.A, Brand Management
State University of New York at Albany 1992 — 1996
B.S., Marketing, Management
Karen Heidelberger's Merrill Lynch Experience July 2000 - July 2002
Job Partner at Deerfield Management
Industry Financial Services
Experience
Deerfield Management 2014 - Present
Deerfield Management July 2002 - Present
Merrill Lynch July 2000 - July 2002
Merrill Lynch July 1994 - August 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Cornell University 1990 — 1994
BS, School of Hotel Admistration
Deerfield Management 2014 - Present
Deerfield Management July 2002 - Present
Merrill Lynch July 2000 - July 2002
Merrill Lynch July 1994 - August 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Cornell University 1990 — 1994
BS, School of Hotel Admistration
Jeralyn Seiling's Merrill Lynch Experience April 2007 - Present
Job Director, Wealth Structuring Group, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Farella Braun + Martel LLP October 2001 - March 2007
lawgic 1996 - 2001
Skills
Corporate Law, Dispute Resolution, Estate Planning, Financial Planners, Financial Planning, High Net Worth..., Succession Planning, Wealth, Wealth Management...
Education
Cornell University 1976 — 1980
B.S., Psychology
University of California, Berkeley - School of Law
J.D.
Merrill Lynch April 2007 - Present
Farella Braun + Martel LLP October 2001 - March 2007
lawgic 1996 - 2001
Skills
Corporate Law, Dispute Resolution, Estate Planning, Financial Planners, Financial Planning, High Net Worth..., Succession Planning, Wealth, Wealth Management...
Education
Cornell University 1976 — 1980
B.S., Psychology
University of California, Berkeley - School of Law
J.D.
Gregory O'Shea's Merrill Lynch Experience 2010 - January 2011
Job Marketing consultancy in design, technical, tourism and event sectors
Industry Marketing and Advertising
Experience
O'Shea Marketing February 2011 - Present
Merrill Lynch 2010 - January 2011
Mercedes-Benz USA 2007 - March 2010
GMR Marketing @ Mercedes-Benz USA January 2005 - March 2007
L'Oreal November 2003 - January 2005
SCHOTT AG November 2001 - November 2003
American Express Financial Advisors July 1998 - October 2001
Education
Cornell University
Our Lady of Lourdes High School
O'Shea Marketing February 2011 - Present
Merrill Lynch 2010 - January 2011
Mercedes-Benz USA 2007 - March 2010
GMR Marketing @ Mercedes-Benz USA January 2005 - March 2007
L'Oreal November 2003 - January 2005
SCHOTT AG November 2001 - November 2003
American Express Financial Advisors July 1998 - October 2001
Education
Cornell University
Our Lady of Lourdes High School
Emma Cale's Merrill Lynch Experience 1999 - 2008
Job Business Analyst Manager VP at Merrill Lynch
Industry Financial Services
Experience
UBS Investment Bank October 2009 - Present
Merrill Lynch 1999 - 2008
Merrill Lynch 1997 - 2008
Skills
Requirements Analysis, Financial Modeling, Prime Brokerage, Requirements Gathering, Securitization, Bloomberg, Asset Management, Equities, Valuation, Electronic Trading, Financial Markets, Market Risk, Business Analysis, Investment Banking, Derivatives, Financial Services, Fixed Income, Capital Markets, Equity Derivatives, Credit Risk, Financial Risk, Trading Systems, Agile Methodologies, Credit Derivatives, Hedge Funds, Sybase, Risk Management, Asset Managment, FX Options, Portfolio Management, Securities, SDLC, Middle Office, Options
Education
Cornell University 1993 — 1997
UBS Investment Bank October 2009 - Present
Merrill Lynch 1999 - 2008
Merrill Lynch 1997 - 2008
Skills
Requirements Analysis, Financial Modeling, Prime Brokerage, Requirements Gathering, Securitization, Bloomberg, Asset Management, Equities, Valuation, Electronic Trading, Financial Markets, Market Risk, Business Analysis, Investment Banking, Derivatives, Financial Services, Fixed Income, Capital Markets, Equity Derivatives, Credit Risk, Financial Risk, Trading Systems, Agile Methodologies, Credit Derivatives, Hedge Funds, Sybase, Risk Management, Asset Managment, FX Options, Portfolio Management, Securities, SDLC, Middle Office, Options
Education
Cornell University 1993 — 1997
Jason Chiverton's Merrill Lynch Experience 2004 - 2007
Job Director at Rockpoint Group
Industry Real Estate
Experience
Rockpoint Group August 2007 - Present
Merrill Lynch 2004 - 2007
Skills
Private Equity, Valuation, Real Estate Economics
Education
Cornell University 2001 — 2005
Rockpoint Group August 2007 - Present
Merrill Lynch 2004 - 2007
Skills
Private Equity, Valuation, Real Estate Economics
Education
Cornell University 2001 — 2005
Evan Clark's Merrill Lynch Experience 1989 - 1996
Job Executive Recruiter | Certified Career Coach | Owner, Blue Star Search Partners | Institutional Sales, Merrill Lynch
Industry Financial Services
Experience
Blue Star Search Partners LLC 2007 - Present
Whitney Group 1996 - 2006
Merrill Lynch 1989 - 1996
Skills
Executive Coaching, Career Counseling, Executive Recruitment, Candidate Assessment, Executive Search, Talent Management, Coaching, Interviews, Career Coaching, Client Needs Fulfillment, Competitive Assessment, Executive-Level..., 360 Feedback, Talent Acquisition, Client Retention, Client Service..., Business Development, Resume Writing, LinkedIn Profile..., Job Search Strategies, Career Development, Leadership, Human Capital, Organizational..., Marketing, Tracking System..., Myers Briggs..., Hogan Assessment..., Outplacement Services..., Internal Consulting
Education
Cornell University 1983 — 1987
Bachelor of Science, Applied Economics and Money Management
Blue Star Search Partners LLC 2007 - Present
Whitney Group 1996 - 2006
Merrill Lynch 1989 - 1996
Skills
Executive Coaching, Career Counseling, Executive Recruitment, Candidate Assessment, Executive Search, Talent Management, Coaching, Interviews, Career Coaching, Client Needs Fulfillment, Competitive Assessment, Executive-Level..., 360 Feedback, Talent Acquisition, Client Retention, Client Service..., Business Development, Resume Writing, LinkedIn Profile..., Job Search Strategies, Career Development, Leadership, Human Capital, Organizational..., Marketing, Tracking System..., Myers Briggs..., Hogan Assessment..., Outplacement Services..., Internal Consulting
Education
Cornell University 1983 — 1987
Bachelor of Science, Applied Economics and Money Management
Joseph Foley's Merrill Lynch Experience September 2002 - April 2004
Job Director at League Park Advisors
Industry Investment Banking
Experience
League Park Advisors January 2011 - Present
Cleveland Clinic September 2008 - December 2010
National City Bank May 2004 - August 2008
Merrill Lynch September 2002 - April 2004
Skills
Investment Banking, Corporate Development, Business Development, Healthcare Information...
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Accounting, Corporate Strategy
Cornell University 1989 — 1992
BA, Economics
League Park Advisors January 2011 - Present
Cleveland Clinic September 2008 - December 2010
National City Bank May 2004 - August 2008
Merrill Lynch September 2002 - April 2004
Skills
Investment Banking, Corporate Development, Business Development, Healthcare Information...
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Accounting, Corporate Strategy
Cornell University 1989 — 1992
BA, Economics
Peggy Maloney Lyons's Merrill Lynch Experience 1999 - 2002
Job Independent M&A Consultant
Industry Financial Services
Experience
Self Employed 2013 - Present
Town of Madison, Connecticut 2008 - 2011
Deloitte & Touche Corporate Finance LLC 2004 - 2007
GE Plastics 2002 - 2004
Merrill Lynch 1999 - 2002
UBS Investment Bank 1992 - 1999
Merrill Lynch 1990 - 1992
Skills
Divestitures, Investment Banking, Corporate Finance, Finance, Mergers, Strategy, M&A experience, Analysis, Financial Analysis, Strategic Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Cornell University 1986 — 1990
B.S., Industrial & Labor Relations
Self Employed 2013 - Present
Town of Madison, Connecticut 2008 - 2011
Deloitte & Touche Corporate Finance LLC 2004 - 2007
GE Plastics 2002 - 2004
Merrill Lynch 1999 - 2002
UBS Investment Bank 1992 - 1999
Merrill Lynch 1990 - 1992
Skills
Divestitures, Investment Banking, Corporate Finance, Finance, Mergers, Strategy, M&A experience, Analysis, Financial Analysis, Strategic Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Cornell University 1986 — 1990
B.S., Industrial & Labor Relations
Jill Weisser's Merrill Lynch Experience 1986 - 2001
Job Director, Corporate Learning and Development
Industry Real Estate
Experience
K. Hovnanian Homes June 2003 - Present
Merrill Lynch 1986 - 2001
Merrill Lynch 1986 - 2001
Skills
Real Estate, Employee Relations, Performance Management, Organizational..., Account Management, Learning and Development, Customer Satisfaction, Customer Service, Program Management, Leadership, Change Management, Budgets, Team Building, Leadership Development, Human Resources, Succession Planning, Recruiting, Training, Talent Management
Education
Cornell University 1977 — 1979
Bachelor of Science, Human Development
Hahnemann University
Master of Science (M.S.), Group Process & Psychotherapy
K. Hovnanian Homes June 2003 - Present
Merrill Lynch 1986 - 2001
Merrill Lynch 1986 - 2001
Skills
Real Estate, Employee Relations, Performance Management, Organizational..., Account Management, Learning and Development, Customer Satisfaction, Customer Service, Program Management, Leadership, Change Management, Budgets, Team Building, Leadership Development, Human Resources, Succession Planning, Recruiting, Training, Talent Management
Education
Cornell University 1977 — 1979
Bachelor of Science, Human Development
Hahnemann University
Master of Science (M.S.), Group Process & Psychotherapy
Paul Aronson's Merrill Lynch Experience 1996 - 1997
Job Senior Vice President Head of Origination Private Credit at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management January 2014 - Present
ING Investment Management January 2010 - Present
ING Investment Management January 2004 - January 2010
ING September 2001 - January 2004
Lincoln Financial Group 1990 - 2001
Merrill Lynch 1996 - 1997
Skills
Investments, Fixed Income, Asset Managment, Portfolio Management, Capital Markets, Structured Finance, Bonds, Asset Allocation, Structured Products, Financial Structuring, Credit Risk, Investment Banking, Hedge Funds, Financial Markets, Risk Management, Corporate Finance, Financial Risk, Credit Analysis, Trading, Investment Advisory, Private Placements, Project Finance, Financial Modeling, Investment Management, Investment Strategies, Asset Management, Financial Analysis, Alternative Investments, Due Diligence, Mergers & Acquisitions, Securities, Credit, Equities, Valuation, Restructuring, Management
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
Cornell University 1979 — 1983
BA, MBA, History, Finance
Deerfield Academy 1976 — 1979
Voya Investment Management January 2014 - Present
ING Investment Management January 2010 - Present
ING Investment Management January 2004 - January 2010
ING September 2001 - January 2004
Lincoln Financial Group 1990 - 2001
Merrill Lynch 1996 - 1997
Skills
Investments, Fixed Income, Asset Managment, Portfolio Management, Capital Markets, Structured Finance, Bonds, Asset Allocation, Structured Products, Financial Structuring, Credit Risk, Investment Banking, Hedge Funds, Financial Markets, Risk Management, Corporate Finance, Financial Risk, Credit Analysis, Trading, Investment Advisory, Private Placements, Project Finance, Financial Modeling, Investment Management, Investment Strategies, Asset Management, Financial Analysis, Alternative Investments, Due Diligence, Mergers & Acquisitions, Securities, Credit, Equities, Valuation, Restructuring, Management
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
Cornell University 1979 — 1983
BA, MBA, History, Finance
Deerfield Academy 1976 — 1979
Lyndsay Wegman's Merrill Lynch Experience March 2006 - March 2007
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2010 - Present
CapRok Capital June 2008 - March 2009
Mizuho Securities USA Inc. January 2008 - September 2008
J.P. Morgan March 2007 - January 2008
Merrill Lynch March 2006 - March 2007
Bank of America June 2004 - March 2006
Bank of America March 2002 - June 2004
Education
Cornell University 1997 — 2001
Bachelor of Science (B.S.)
Wells Fargo Securities March 2010 - Present
CapRok Capital June 2008 - March 2009
Mizuho Securities USA Inc. January 2008 - September 2008
J.P. Morgan March 2007 - January 2008
Merrill Lynch March 2006 - March 2007
Bank of America June 2004 - March 2006
Bank of America March 2002 - June 2004
Education
Cornell University 1997 — 2001
Bachelor of Science (B.S.)
Dolly Chugh's Merrill Lynch Experience 2000 - 2001
Job Professor
Industry Research
Experience
NYU Stern School of Business 2006 - Present
KIPP 2008 - Present
Buckley Country Day School 2011 - 2012
Merrill Lynch 2000 - 2001
Sibson Consulting 1996 - 2000
Scholastic 1994 - 1995
Sports Illustrated 1993 - 1993
Morgan Stanley 1990 - 1992
Skills
Leadership Development, Higher Education, Educational Leadership, Organizational..., Organizational Behavior, Schools, Charter Schools, Negotiation, Research, Public Speaking, Teaching, Teaching Adults, University Teaching, Education Reform, Business, Leadership, Training, Performance Management, Consulting, HR Consulting, Diversity, Business Ethics, Instructional Design, Nonprofits, Career Counseling, Executive Coaching, Qualitative Research, Management, Grant Writing, Curriculum Design, Workshop Facilitation, Organizational..., Psychology, Management Consulting
Education
Harvard University 2001 — 2006
PhD, Organizational Behavior / Social Psychology
Harvard Business School 1992 — 1994
MBA, General Management
Cornell University 1986 — 1990
BA, Psychology / Economics double major
West Windsor-Plainsboro High School 1980 — 1986
High School diploma
NYU Stern School of Business 2006 - Present
KIPP 2008 - Present
Buckley Country Day School 2011 - 2012
Merrill Lynch 2000 - 2001
Sibson Consulting 1996 - 2000
Scholastic 1994 - 1995
Sports Illustrated 1993 - 1993
Morgan Stanley 1990 - 1992
Skills
Leadership Development, Higher Education, Educational Leadership, Organizational..., Organizational Behavior, Schools, Charter Schools, Negotiation, Research, Public Speaking, Teaching, Teaching Adults, University Teaching, Education Reform, Business, Leadership, Training, Performance Management, Consulting, HR Consulting, Diversity, Business Ethics, Instructional Design, Nonprofits, Career Counseling, Executive Coaching, Qualitative Research, Management, Grant Writing, Curriculum Design, Workshop Facilitation, Organizational..., Psychology, Management Consulting
Education
Harvard University 2001 — 2006
PhD, Organizational Behavior / Social Psychology
Harvard Business School 1992 — 1994
MBA, General Management
Cornell University 1986 — 1990
BA, Psychology / Economics double major
West Windsor-Plainsboro High School 1980 — 1986
High School diploma
Howard Flowers, CIC, CRM's Merrill Lynch Experience June 1999 - August 2000
Job Partner InSource Insurance Group, LLC
Industry Insurance
Experience
InSource Insurance Group, LLC February 2014 - Present
Flowers & McKeller Insurance Services, LLC April 2007 - February 2014
Arthur J. Gallagher August 2000 - March 2007
Merrill Lynch June 1999 - August 2000
Skills
Workers Compensation, Property & Casualty..., Professional Liability, Financial Analysis, Umbrella Insurance, Legal Liability, Mergers & Acquisitions, Energy Industry, Property, Insurance, Financial Risk, Casualty, Liability, Underwriting, Commercial Lines, Casualty Insurance, Commercial Insurance, Management, Risk Management, Strategic Planning
Education
Cornell University 1995 — 1999
BS, Business Management & Marketing
InSource Insurance Group, LLC February 2014 - Present
Flowers & McKeller Insurance Services, LLC April 2007 - February 2014
Arthur J. Gallagher August 2000 - March 2007
Merrill Lynch June 1999 - August 2000
Skills
Workers Compensation, Property & Casualty..., Professional Liability, Financial Analysis, Umbrella Insurance, Legal Liability, Mergers & Acquisitions, Energy Industry, Property, Insurance, Financial Risk, Casualty, Liability, Underwriting, Commercial Lines, Casualty Insurance, Commercial Insurance, Management, Risk Management, Strategic Planning
Education
Cornell University 1995 — 1999
BS, Business Management & Marketing
Joyce K. Greene's Merrill Lynch Experience 1989 - 1998
Job Human Resources Professional
Industry Human Resources
Experience
Merrill Lynch 1989 - 1998
Pfizer, Inc. 1986 - 1989
Skills
Employee Relations, HRIS, HR Policies, Employee Engagement, Human Resources, Talent Management, Talent Acquisition, Performance Management, Recruiting, Onboarding, HR Consulting, Deferred Compensation, Benefits Administration, Performance Appraisal, Personnel Management
Education
Cornell University
Masters, Industrial and Labor Relations, Human Resources
Union College
Bachelor of Arts (BA), Political Science/Psychology
Merrill Lynch 1989 - 1998
Pfizer, Inc. 1986 - 1989
Skills
Employee Relations, HRIS, HR Policies, Employee Engagement, Human Resources, Talent Management, Talent Acquisition, Performance Management, Recruiting, Onboarding, HR Consulting, Deferred Compensation, Benefits Administration, Performance Appraisal, Personnel Management
Education
Cornell University
Masters, Industrial and Labor Relations, Human Resources
Union College
Bachelor of Arts (BA), Political Science/Psychology
Jeff Dicks, CFA's Merrill Lynch Experience June 2006 - August 2006
Job Portfolio Associate at Evergreen Capital Management
Industry Financial Services
Experience
Evergreen Capital Management August 2011 - Present
Bloomberg May 2009 - July 2011
Bloomberg April 2008 - July 2011
Merrill Lynch June 2006 - August 2006
Skills
Hedge Funds, Electronic Trading, Bloomberg Terminal, Fund Of Funds, Derivatives, Financial Modeling, Series 63, Fixed Income, Series 7, Capital Markets, Bloomberg, Equities, Alternative Investments, Valuation, Bonds, Financial Markets, Portfolio Management, Financial Analysis, Investments, Asset Management, Trading
Education
Cornell University 2003 — 2007
Bachelor of Agriculture and Life Science, Applied Economics and Management with concentration in Finance
Evergreen Capital Management August 2011 - Present
Bloomberg May 2009 - July 2011
Bloomberg April 2008 - July 2011
Merrill Lynch June 2006 - August 2006
Skills
Hedge Funds, Electronic Trading, Bloomberg Terminal, Fund Of Funds, Derivatives, Financial Modeling, Series 63, Fixed Income, Series 7, Capital Markets, Bloomberg, Equities, Alternative Investments, Valuation, Bonds, Financial Markets, Portfolio Management, Financial Analysis, Investments, Asset Management, Trading
Education
Cornell University 2003 — 2007
Bachelor of Agriculture and Life Science, Applied Economics and Management with concentration in Finance
Joe Castelli's Merrill Lynch Experience 1986 - 2000
Job CEO at Tackle U.S. Inc
Industry Information Technology and Services
Experience
Tackle U.S. Inc December 2013 - Present
Bank of America October 2000 - December 2013
Fleet Securities 2002 - 2004
ADP Clearing 2000 - 2002
Merrill Lynch 1986 - 2000
Skills
Risk Management, Banking, Disaster Recovery, Vendor Management, Data Center, Portfolio Management, SDLC, Derivatives, Financial Services, Financial Risk, Infrastructure, Business Analysis, Mergers & Acquisitions, Process Improvement, Equities, Enterprise Architecture, Analysis, Trading Systems, Investment Banking, Capital Markets, Project Portfolio..., PMO, Relationship Management, Business Strategy, Business Process, Business Planning, Marketing, Marketing Strategy, Brand Development, Brand Management, Brand Awareness, Branding, Social Media, Social Media Marketing, Online Branding, Retail Branding, Online Marketing
Education
New York Institute of Technology-Old Westbury 2006 — 2009
MBA, Business, Management, Marketing, and Related Support Services, 4.0
Cornell University 2006 — 2006
Certificate Program, Executive Leadership
Tackle U.S. Inc December 2013 - Present
Bank of America October 2000 - December 2013
Fleet Securities 2002 - 2004
ADP Clearing 2000 - 2002
Merrill Lynch 1986 - 2000
Skills
Risk Management, Banking, Disaster Recovery, Vendor Management, Data Center, Portfolio Management, SDLC, Derivatives, Financial Services, Financial Risk, Infrastructure, Business Analysis, Mergers & Acquisitions, Process Improvement, Equities, Enterprise Architecture, Analysis, Trading Systems, Investment Banking, Capital Markets, Project Portfolio..., PMO, Relationship Management, Business Strategy, Business Process, Business Planning, Marketing, Marketing Strategy, Brand Development, Brand Management, Brand Awareness, Branding, Social Media, Social Media Marketing, Online Branding, Retail Branding, Online Marketing
Education
New York Institute of Technology-Old Westbury 2006 — 2009
MBA, Business, Management, Marketing, and Related Support Services, 4.0
Cornell University 2006 — 2006
Certificate Program, Executive Leadership
Du Xu's Merrill Lynch Experience July 2009 - July 2011
Job Associate at Highbridge Principal Strategies
Industry Investment Management
Experience
Highbridge Capital Management July 2015 - Present
Stone Lion Capital Partners May 2014 - July 2014
Lindsay Goldberg July 2011 - July 2013
Merrill Lynch July 2009 - July 2011
Merrill Lynch May 2008 - August 2008
Federal Reserve Bank of New York June 2007 - August 2007
Skills
Valuation, Financial Modeling, LBO, Financial Analysis, Investment Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Applied Economics and Management
Highbridge Capital Management July 2015 - Present
Stone Lion Capital Partners May 2014 - July 2014
Lindsay Goldberg July 2011 - July 2013
Merrill Lynch July 2009 - July 2011
Merrill Lynch May 2008 - August 2008
Federal Reserve Bank of New York June 2007 - August 2007
Skills
Valuation, Financial Modeling, LBO, Financial Analysis, Investment Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Applied Economics and Management
Nicholas Leopardi's Merrill Lynch Experience 2006 - 2008
Job Managing Director, Head of US Syndicate at Credit Agricole CIB
Industry Investment Banking
Experience
Credit Agricole CIB 2009 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch February 2004 - February 2006
Merrill Lynch May 2000 - February 2004
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Bloomberg, Structured Products, Valuation, Hedge Funds, Bonds, Structured Finance, Financial Modeling, Financial Markets, Corporate Finance
Education
The University of North Carolina 2013 — 2015
Kenan-Flagler Business School, Master of Business Administration
Cornell University 1995 — 1999
BS, Applied Economics
Credit Agricole CIB 2009 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch February 2004 - February 2006
Merrill Lynch May 2000 - February 2004
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Bloomberg, Structured Products, Valuation, Hedge Funds, Bonds, Structured Finance, Financial Modeling, Financial Markets, Corporate Finance
Education
The University of North Carolina 2013 — 2015
Kenan-Flagler Business School, Master of Business Administration
Cornell University 1995 — 1999
BS, Applied Economics
Frank Cheung's Merrill Lynch Experience May 2009 - August 2009
Job Senior Data Analyst at Rakuten Marketing
Industry Financial Services
Experience
Rakuten Marketing October 2013 - Present
PrivCo Media May 2012 - July 2013
The Blackstone Group May 2012 - July 2012
The Blackstone Group August 2011 - May 2012
Bloomberg March 2011 - July 2011
Ashton Lane Group November 2010 - March 2011
Cornell Unviersity January 2008 - May 2010
Merrill Lynch May 2009 - August 2009
Department of Citywide Administrative Services May 2008 - August 2008
Skills
Microsoft Excel, PowerPivot, SQL, Ruby on Rails, VBA, Data Analysis, Microsoft Office, PowerPoint, HTML, Microsoft Word, Research, Financial Analysis, Financial Modeling
Education
Cornell University 2006 — 2010
Bachelor of Arts (BA), Economics
Rakuten Marketing October 2013 - Present
PrivCo Media May 2012 - July 2013
The Blackstone Group May 2012 - July 2012
The Blackstone Group August 2011 - May 2012
Bloomberg March 2011 - July 2011
Ashton Lane Group November 2010 - March 2011
Cornell Unviersity January 2008 - May 2010
Merrill Lynch May 2009 - August 2009
Department of Citywide Administrative Services May 2008 - August 2008
Skills
Microsoft Excel, PowerPivot, SQL, Ruby on Rails, VBA, Data Analysis, Microsoft Office, PowerPoint, HTML, Microsoft Word, Research, Financial Analysis, Financial Modeling
Education
Cornell University 2006 — 2010
Bachelor of Arts (BA), Economics
Hubert Chau's Merrill Lynch Experience September 2005 - June 2008
Job Associate Director at UBS
Industry Financial Services
Experience
UBS Investment Bank September 2008 - Present
Merrill Lynch September 2005 - June 2008
Merrill Lynch June 2005 - August 2005
JPMorgan June 2004 - August 2004
Education
Cornell University 2001 — 2005
BS, Operations Research & Industrial Engineering
UBS Investment Bank September 2008 - Present
Merrill Lynch September 2005 - June 2008
Merrill Lynch June 2005 - August 2005
JPMorgan June 2004 - August 2004
Education
Cornell University 2001 — 2005
BS, Operations Research & Industrial Engineering
Erica Furfaro's Merrill Lynch Experience 2005 - 2007
Job Vice President at Millennium Partners
Industry Financial Services
Experience
Millennium Partners May 2013 - Present
York Capital Management June 2011 - May 2013
The Carlyle Group 2007 - 2009
Merrill Lynch 2005 - 2007
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Private Equity, Valuation, Hedge Funds, Financial Modeling, Venture Capital, Equities, Alternative Investments, Due Diligence, Portfolio Management, Mergers, LBO, Capital Markets, Emerging Markets
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Cornell University 2001 — 2005
BA, Economics / Government
Millennium Partners May 2013 - Present
York Capital Management June 2011 - May 2013
The Carlyle Group 2007 - 2009
Merrill Lynch 2005 - 2007
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Private Equity, Valuation, Hedge Funds, Financial Modeling, Venture Capital, Equities, Alternative Investments, Due Diligence, Portfolio Management, Mergers, LBO, Capital Markets, Emerging Markets
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Cornell University 2001 — 2005
BA, Economics / Government
Eric Yeh's Merrill Lynch Experience July 2008 - December 2009
Job MBA at Harvard Business School
Industry Financial Services
Experience
Stelliam Investment Management June 2014 - August 2014
Texas Pacific Group August 2011 - August 2013
Morgan Stanley November 2009 - September 2011
Merrill Lynch July 2008 - December 2009
Skills
Valuation, Investment Banking, Private Equity, Venture Capital, Capital Markets, Bloomberg, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cornell University 2004 — 2008
Bachelor of Science, Operations Research, Finance
JP Stevens
Stelliam Investment Management June 2014 - August 2014
Texas Pacific Group August 2011 - August 2013
Morgan Stanley November 2009 - September 2011
Merrill Lynch July 2008 - December 2009
Skills
Valuation, Investment Banking, Private Equity, Venture Capital, Capital Markets, Bloomberg, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cornell University 2004 — 2008
Bachelor of Science, Operations Research, Finance
JP Stevens
Matthew Tobias's Merrill Lynch Experience August 1997 - October 2005
Job Senior Manager Deloitte
Industry Management Consulting
Experience
Deloitte October 2005 - Present
Merrill Lynch August 1997 - October 2005
Skills
Change Management, Strategic Communications, Organizational Design, Employee Training, Technical Training, Leadership Development, Employee Engagement, Organizational..., Workforce Planning
Education
Cornell University
Master's degree, Labor and Industrial Relations
Cornell University
Bachelor's degree, Human Services, General
Deloitte October 2005 - Present
Merrill Lynch August 1997 - October 2005
Skills
Change Management, Strategic Communications, Organizational Design, Employee Training, Technical Training, Leadership Development, Employee Engagement, Organizational..., Workforce Planning
Education
Cornell University
Master's degree, Labor and Industrial Relations
Cornell University
Bachelor's degree, Human Services, General
Oli Jonsson's Merrill Lynch Experience 1994 - 1995
Job Hekla Capital LLC
Industry Financial Services
Experience
Hekla Capital LLC February 2011 - Present
Chicago Trading Company January 2009 - June 2010
Bear Stearns April 1996 - June 2008
UBS 1995 - 1996
Merrill Lynch 1994 - 1995
Skills
Derivatives, Options, Equity Derivatives, FX Options, Trading Systems, Electronic Trading, Quantitative Investing, Equities, Foreign Exchange, Capital Markets, Quantitative Analytics, Fixed Income, Trading, Hedge Funds, Low Latency, Financial Markets, Quantitative Finance, Proprietary Trading, Bonds, Trading Strategies, Alternative Investments, Hedging, Series 7, Financial Structuring, Structured Products, Financial Modeling, Risk Management, Investments, Bloomberg, Market Making, Market Data, Structured Finance, Financial Risk, FX trading, Currency, Commodity, Credit Derivatives, Technical Analysis
Education
Cornell University 1987 — 1994
Ph. D., Electrical Engineering
Københavns Teknikum (Copenhagen Denmark) 1983 — 1986
Bachelor's Degree, Electrical Engineering
Hekla Capital LLC February 2011 - Present
Chicago Trading Company January 2009 - June 2010
Bear Stearns April 1996 - June 2008
UBS 1995 - 1996
Merrill Lynch 1994 - 1995
Skills
Derivatives, Options, Equity Derivatives, FX Options, Trading Systems, Electronic Trading, Quantitative Investing, Equities, Foreign Exchange, Capital Markets, Quantitative Analytics, Fixed Income, Trading, Hedge Funds, Low Latency, Financial Markets, Quantitative Finance, Proprietary Trading, Bonds, Trading Strategies, Alternative Investments, Hedging, Series 7, Financial Structuring, Structured Products, Financial Modeling, Risk Management, Investments, Bloomberg, Market Making, Market Data, Structured Finance, Financial Risk, FX trading, Currency, Commodity, Credit Derivatives, Technical Analysis
Education
Cornell University 1987 — 1994
Ph. D., Electrical Engineering
Københavns Teknikum (Copenhagen Denmark) 1983 — 1986
Bachelor's Degree, Electrical Engineering
Gabrielle Klass's Merrill Lynch Experience July 2006 - July 2008
Job Vice President, Finance of the Hearst Corporation
Industry Entertainment
Experience
Hearst corporation September 2012 - Present
Rent The Runway April 2011 - September 2012
Exhibition A, Inc. June 2010 - March 2011
General Atlantic Partners September 2008 - June 2010
Merrill Lynch July 2006 - July 2008
Skills
Private Equity, Digital Media, E-commerce, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Mergers, Financial Analysis, Corporate Finance, Valuation, Entrepreneurship, Start-ups, Strategy, Business Strategy, Investments, Analytics, Strategic Partnerships, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
Hearst corporation September 2012 - Present
Rent The Runway April 2011 - September 2012
Exhibition A, Inc. June 2010 - March 2011
General Atlantic Partners September 2008 - June 2010
Merrill Lynch July 2006 - July 2008
Skills
Private Equity, Digital Media, E-commerce, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Mergers, Financial Analysis, Corporate Finance, Valuation, Entrepreneurship, Start-ups, Strategy, Business Strategy, Investments, Analytics, Strategic Partnerships, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
E. Graham Clark's Merrill Lynch Experience 1992 - 2005
Job Managing Director at BNP Paribas
Industry Banking
Experience
BNP Paribas August 2014 - Present
Bank of America Merrill Lynch July 2010 - April 2014
Citigroup, Inc. May 2005 - June 2010
Citigroup, Inc. 2005 - 2009
Merrill Lynch & Co., Inc. August 1992 - May 2005
Merrill Lynch 1992 - 2005
Skills
Structured Products, Structuring, Investment Banking, Capital Markets, Portfolio Management, Management, Financial Structuring, Fixed Income, Corporate Finance, Insurance, Structured Finance, Derivatives, Investments, Risk Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Wake Forest University 1983 — 1987
BS, Mathematics and Physics
Cornell University
Cornell University
BNP Paribas August 2014 - Present
Bank of America Merrill Lynch July 2010 - April 2014
Citigroup, Inc. May 2005 - June 2010
Citigroup, Inc. 2005 - 2009
Merrill Lynch & Co., Inc. August 1992 - May 2005
Merrill Lynch 1992 - 2005
Skills
Structured Products, Structuring, Investment Banking, Capital Markets, Portfolio Management, Management, Financial Structuring, Fixed Income, Corporate Finance, Insurance, Structured Finance, Derivatives, Investments, Risk Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Wake Forest University 1983 — 1987
BS, Mathematics and Physics
Cornell University
Cornell University
Jonathan Eisenberg's Merrill Lynch Experience 1997 - 2009
Job Partner, K&L Gates LLP
Industry Legal Services
Experience
K&L Gates 2014 - Present
UBS Wealth Management Americas August 2010 - July 2013
Skadden Arps September 2009 - July 2010
Merrill Lynch 1997 - 2009
Kirkpatrick Lockhart 1985 - 1997
Kirkpatrick & Lockhart 1981 - 1985
Securities and Exchange Commission 1979 - 1981
Skills
Securities, FINRA, Securities Litigation, Securities Regulation, AML, Corporate Governance, Financial Regulation, Capital Markets, Hedge Funds, Series 7, Broker-Dealer, Equities, Financial Services, Operational Risk, Financial Markets, Financial Risk, Fixed Income, Asset Management, Operational Risk..., Risk Management, Mutual Funds, Private Equity, Due Diligence, KYC, Structured Finance, Structured Products, Alternative Investments, Wealth Management, Dodd-Frank, Investment Advisory, Prime Brokerage, Derivatives
Education
University of Virginia School of Law 1974 — 1977
JD
Cornell University 1970 — 1974
BA WIth Distinction in All Subjects
K&L Gates 2014 - Present
UBS Wealth Management Americas August 2010 - July 2013
Skadden Arps September 2009 - July 2010
Merrill Lynch 1997 - 2009
Kirkpatrick Lockhart 1985 - 1997
Kirkpatrick & Lockhart 1981 - 1985
Securities and Exchange Commission 1979 - 1981
Skills
Securities, FINRA, Securities Litigation, Securities Regulation, AML, Corporate Governance, Financial Regulation, Capital Markets, Hedge Funds, Series 7, Broker-Dealer, Equities, Financial Services, Operational Risk, Financial Markets, Financial Risk, Fixed Income, Asset Management, Operational Risk..., Risk Management, Mutual Funds, Private Equity, Due Diligence, KYC, Structured Finance, Structured Products, Alternative Investments, Wealth Management, Dodd-Frank, Investment Advisory, Prime Brokerage, Derivatives
Education
University of Virginia School of Law 1974 — 1977
JD
Cornell University 1970 — 1974
BA WIth Distinction in All Subjects
Diamond Chan's Merrill Lynch Experience November 1998 - January 2009
Job Computer Software Professional
Industry Computer Software
Experience
Merrill Lynch November 1998 - January 2009
DLJ Direct August 1998 - November 1998
Merrill Lynch October 1997 - August 1998
SEER Technologies June 1990 - October 1997
Computer Associates November 1988 - June 1990
Education
Cornell University 1978 — 1983
B.S., Biochemistry
Stuyvesant High School 1975 — 1978
Merrill Lynch November 1998 - January 2009
DLJ Direct August 1998 - November 1998
Merrill Lynch October 1997 - August 1998
SEER Technologies June 1990 - October 1997
Computer Associates November 1988 - June 1990
Education
Cornell University 1978 — 1983
B.S., Biochemistry
Stuyvesant High School 1975 — 1978
Julie Lauck's Merrill Lynch Experience August 2004 - November 2009
Job Managing Director and Senior Counsel at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2013 - Present
BNP Paribas November 2009 - Present
Merrill Lynch August 2004 - November 2009
Skills
Securities Regulation, Securities, Commercial Litigation, Regulatory Affairs
Education
Cornell University
B.A., Government
Fordham University School of Law
J.D.
BNP Paribas March 2013 - Present
BNP Paribas November 2009 - Present
Merrill Lynch August 2004 - November 2009
Skills
Securities Regulation, Securities, Commercial Litigation, Regulatory Affairs
Education
Cornell University
B.A., Government
Fordham University School of Law
J.D.
Kaunteya Chitnis's Merrill Lynch Experience June 2009 - August 2009
Job Acquisitions & Development at MCR Development LLC
Industry Real Estate
Experience
MCR Development LLC March 2014 - Present
Ernst & Young January 2013 - March 2014
Citi September 2011 - January 2013
Citi August 2010 - September 2011
Cornell University August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Sunstone Hotel Investors Inc. May 2008 - August 2008
Skills
Microsoft Office, Project Planning, Business Strategy, Financial Analysis, Real Estate Finance, Transaction Banking, Excel, Word, PowerPoint, Analysis, Microsoft Excel, Real Estate Economics, Mergers & Acquisitions, Finance, Portfolio Management, Investments
Education
Cornell University School of Hotel Administration 2006 — 2010
Bachelor of Science, Minor in Real Estate
Cornell University
MCR Development LLC March 2014 - Present
Ernst & Young January 2013 - March 2014
Citi September 2011 - January 2013
Citi August 2010 - September 2011
Cornell University August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Sunstone Hotel Investors Inc. May 2008 - August 2008
Skills
Microsoft Office, Project Planning, Business Strategy, Financial Analysis, Real Estate Finance, Transaction Banking, Excel, Word, PowerPoint, Analysis, Microsoft Excel, Real Estate Economics, Mergers & Acquisitions, Finance, Portfolio Management, Investments
Education
Cornell University School of Hotel Administration 2006 — 2010
Bachelor of Science, Minor in Real Estate
Cornell University
Nancy Mayerfield's Merrill Lynch Experience 2001 - 2002
Job Owner and Head Designer at NM Design House
Industry Financial Services
Experience
NM Design House June 2008 - Present
Charles River Associates September 2010 - February 2012
MasterCard November 2008 - June 2010
Ernst & Young 2003 - 2008
Merrill Lynch 2001 - 2002
Education
Cornell University 1996 — 2000
BS, Industrial and Labor Relations
NM Design House June 2008 - Present
Charles River Associates September 2010 - February 2012
MasterCard November 2008 - June 2010
Ernst & Young 2003 - 2008
Merrill Lynch 2001 - 2002
Education
Cornell University 1996 — 2000
BS, Industrial and Labor Relations
Kyle Peterson's Merrill Lynch Experience June 2006 - August 2009
Job Vice President at New Mountain Capital
Industry Investment Management
Experience
New Mountain Capital September 2011 - Present
Sageview Capital 2009 - 2011
Merrill Lynch June 2006 - August 2009
Skills
Hedge Funds, Valuation, Capital Markets, Bloomberg, Financial Modeling, Asset Managment, Mergers, Financial Structuring, Due Diligence, Capital IQ, Investment Banking, Structured Finance, Corporate Finance, Investments, Venture Capital, Equities, Economics, Private Equity, Portfolio Management, Fixed Income, Securities, Alternative Investments, M&A experience, Bloomberg Terminal, Series 7, Equity Valuation, Equity Research, Corporate Development, LBO, Leveraged Finance, Emerging Markets, Derivatives, Financial Analysis, Asset Management, Mergers & Acquisitions
Education
Cornell University
BS
New Mountain Capital September 2011 - Present
Sageview Capital 2009 - 2011
Merrill Lynch June 2006 - August 2009
Skills
Hedge Funds, Valuation, Capital Markets, Bloomberg, Financial Modeling, Asset Managment, Mergers, Financial Structuring, Due Diligence, Capital IQ, Investment Banking, Structured Finance, Corporate Finance, Investments, Venture Capital, Equities, Economics, Private Equity, Portfolio Management, Fixed Income, Securities, Alternative Investments, M&A experience, Bloomberg Terminal, Series 7, Equity Valuation, Equity Research, Corporate Development, LBO, Leveraged Finance, Emerging Markets, Derivatives, Financial Analysis, Asset Management, Mergers & Acquisitions
Education
Cornell University
BS
Patrick McGarvey's Merrill Lynch Experience January 1994 - January 1998
Job Managing Director at GCM Grosvenor
Industry Investment Management
Experience
GCM Grosvenor 2006 - Present
DLJ / Credit Suisse 1998 - 2001
Merrill Lynch January 1994 - January 1998
Goldman Sachs July 1985 - May 1994
Skills
Alternative Investments, Private Equity, Hedge Funds, Real Estate, Infrastructure, Distressed Debt, Asset Allocation, Asset Management, Investment Management, Investments, Fixed Income, Investment Strategies, Equities, Portfolio Management, Risk Management, Commodity Markets
Education
Cornell University
Northwestern University - Kellogg School of Management
GCM Grosvenor 2006 - Present
DLJ / Credit Suisse 1998 - 2001
Merrill Lynch January 1994 - January 1998
Goldman Sachs July 1985 - May 1994
Skills
Alternative Investments, Private Equity, Hedge Funds, Real Estate, Infrastructure, Distressed Debt, Asset Allocation, Asset Management, Investment Management, Investments, Fixed Income, Investment Strategies, Equities, Portfolio Management, Risk Management, Commodity Markets
Education
Cornell University
Northwestern University - Kellogg School of Management
Kristina Mooradian's Merrill Lynch Experience May 2010 - August 2010
Job JD/MBA Candidate at Northwestern University School of Law/Kellogg School of Management
Industry Higher Education
Experience
Deloitte Consulting September 2012 - June 2015
Deloitte Consulting May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Northwestern University 2015 — 2018
JD/MBA Candidate
Cornell University 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Biomedical Engineering, Music
Deloitte Consulting September 2012 - June 2015
Deloitte Consulting May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Northwestern University 2015 — 2018
JD/MBA Candidate
Cornell University 2008 — 2012
Bachelor of Arts (B.A.), Mathematics, Biomedical Engineering, Music
Douglas Dubiel's Merrill Lynch Experience June 1991 - January 2006
Job at
Industry Investment Management
Experience
Goodrich, LLC August 2014 - Present
Goodrich, LLC February 2006 - Present
Merrill Lynch June 1991 - January 2006
Skills
Strategic Financial..., Portfolio Management, Asset Managment, Private Equity, Mergers, Finance, Asset Allocation, Business Strategy, Alternative Investments, Equities, Series 7, Mutual Funds, Wealth Management, Fixed Income, Securities, Retirement Planning, Series 63, Financial Modeling, Financial Analysis, Risk Management, Investments, Valuation
Education
Cornell University 1989 — 1991
BS, Communications
University of Massachusetts, Amherst 1987 — 1989
Goodrich, LLC August 2014 - Present
Goodrich, LLC February 2006 - Present
Merrill Lynch June 1991 - January 2006
Skills
Strategic Financial..., Portfolio Management, Asset Managment, Private Equity, Mergers, Finance, Asset Allocation, Business Strategy, Alternative Investments, Equities, Series 7, Mutual Funds, Wealth Management, Fixed Income, Securities, Retirement Planning, Series 63, Financial Modeling, Financial Analysis, Risk Management, Investments, Valuation
Education
Cornell University 1989 — 1991
BS, Communications
University of Massachusetts, Amherst 1987 — 1989
Jason Kuo's Merrill Lynch Experience June 2008 - August 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
Investment Technology Group, Inc. May 2011 - July 2011
Booz Allen Hamilton June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Asset Management, Java, Matlab, Data Mining, VBA, Big Data, TCA, Automation, Python, SQL, C++, Bloomberg, Hadoop, Spotfire, R
Education
Cornell University 2008 — 2012
B.S, Operations Research
J.P. Morgan January 2012 - Present
Investment Technology Group, Inc. May 2011 - July 2011
Booz Allen Hamilton June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Asset Management, Java, Matlab, Data Mining, VBA, Big Data, TCA, Automation, Python, SQL, C++, Bloomberg, Hadoop, Spotfire, R
Education
Cornell University 2008 — 2012
B.S, Operations Research
Paley Chen's Merrill Lynch Experience 2005 - 2009
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch 2005 - 2009
Mizuho Corporate Bank 2002 - 2005
Education
Cornell University
Bachelor of Science (BS), Economics
Bank of America January 2009 - Present
Merrill Lynch 2005 - 2009
Mizuho Corporate Bank 2002 - 2005
Education
Cornell University
Bachelor of Science (BS), Economics
Jack Luo's Merrill Lynch Experience May 2000 - December 2008
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2000 - Present
Merrill Lynch May 2000 - December 2008
Lehman Brothers April 1997 - April 2000
Salomon Brothers November 1995 - April 1997
Beacon Software Development Company October 1994 - November 1995
Skills
Equities, Derivatives, Fixed Income, Equity Derivatives, Trading Systems, Hedge Funds, Structured Products, Quantitative Finance, Interest Rate..., Investment Banking, Capital Markets, Electronic Trading, Options, Market Data, Trading, Credit Derivatives
Education
Cornell University 1988 — 1994
PhD, Math
Shanghai Jiao Tong University
Bank of America Merrill Lynch May 2000 - Present
Merrill Lynch May 2000 - December 2008
Lehman Brothers April 1997 - April 2000
Salomon Brothers November 1995 - April 1997
Beacon Software Development Company October 1994 - November 1995
Skills
Equities, Derivatives, Fixed Income, Equity Derivatives, Trading Systems, Hedge Funds, Structured Products, Quantitative Finance, Interest Rate..., Investment Banking, Capital Markets, Electronic Trading, Options, Market Data, Trading, Credit Derivatives
Education
Cornell University 1988 — 1994
PhD, Math
Shanghai Jiao Tong University
Neha Santiago's Merrill Lynch Experience June 2003 - December 2004
Job REPIA at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs February 2012 - Present
H/2 Capital Partners July 2011 - March 2012
Scout Capital September 2009 - September 2011
Grove International Partners June 2008 - September 2008
Lehman Brothers July 2005 - July 2007
Merrill Lynch June 2003 - December 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Real Estate
Cornell University 1999 — 2003
BS, Business
Goldman Sachs February 2012 - Present
H/2 Capital Partners July 2011 - March 2012
Scout Capital September 2009 - September 2011
Grove International Partners June 2008 - September 2008
Lehman Brothers July 2005 - July 2007
Merrill Lynch June 2003 - December 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Real Estate
Cornell University 1999 — 2003
BS, Business
Hugh Stewart's Merrill Lynch Experience May 2010 - July 2010
Job Financial Management Program at GE Aviation
Industry Accounting
Experience
GE Aviation July 2013 - Present
HSBC Securities June 2012 - August 2012
Merrill Lynch May 2010 - July 2010
Skills
Bloomberg, Spanish, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Managerial Finance, Trading, Leadership, Statistics, Analysis, Data Analysis, Economics, Corporate Finance, Financial Planning
Education
Cornell University 2009 — 2013
Applied Economics and Management, Finance, Cum Laude, 3.7
GE Aviation July 2013 - Present
HSBC Securities June 2012 - August 2012
Merrill Lynch May 2010 - July 2010
Skills
Bloomberg, Spanish, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Managerial Finance, Trading, Leadership, Statistics, Analysis, Data Analysis, Economics, Corporate Finance, Financial Planning
Education
Cornell University 2009 — 2013
Applied Economics and Management, Finance, Cum Laude, 3.7
Molly Daetsch's Merrill Lynch Experience June 2006 - August 2006
Job Assistant Vice President, Commercial Planning & Analytics at M&T Bank
Industry Investment Management
Experience
M&T Bank April 2015 - Present
M&T Bank January 2013 - April 2015
M&T Bank September 2011 - December 2012
Highland Capital Management July 2007 - April 2011
Merrill Lynch June 2006 - August 2006
Skills
Private Equity, Portfolio Management, Fixed Income, Investments, Hedge Funds, Business Intelligence
Education
University at Buffalo 2014 — 2016
Master of Business Administration (M.B.A.)
Cornell University 2003 — 2007
BS, Applied Economics and Management
M&T Bank April 2015 - Present
M&T Bank January 2013 - April 2015
M&T Bank September 2011 - December 2012
Highland Capital Management July 2007 - April 2011
Merrill Lynch June 2006 - August 2006
Skills
Private Equity, Portfolio Management, Fixed Income, Investments, Hedge Funds, Business Intelligence
Education
University at Buffalo 2014 — 2016
Master of Business Administration (M.B.A.)
Cornell University 2003 — 2007
BS, Applied Economics and Management
Derek Punches's Merrill Lynch Experience May 2009 - July 2009
Job Project Manager at Epic
Industry Hospital & Health Care
Experience
Epic October 2014 - Present
Epic June 2010 - Present
Deloitte Canada July 2013 - September 2014
Merrill Lynch May 2009 - July 2009
Skills
Change Management, PowerPoint, Data Analysis, Marketing, Microsoft Office, Microsoft Excel, Human Resources, Microsoft Word, Research, Public Speaking, Organizational..., Onboarding, Recruiting, Employee Relations, College Recruiting, Talent Management, Leadership, Resource Management, Workflow Management, Microsoft Project, Stakeholder Engagement, Budget Management, Risk Management, Large Group Facilitation, Activation Support, Career Development..., Project Implementation, Program Implementation, Healthcare Information..., Healthcare Industry
Education
Cornell University 2008 — 2010
Bachelor of Science (BS), Labor and Industrial Relations
Cornell University
B.S., Industrial and Labor Relations
Epic October 2014 - Present
Epic June 2010 - Present
Deloitte Canada July 2013 - September 2014
Merrill Lynch May 2009 - July 2009
Skills
Change Management, PowerPoint, Data Analysis, Marketing, Microsoft Office, Microsoft Excel, Human Resources, Microsoft Word, Research, Public Speaking, Organizational..., Onboarding, Recruiting, Employee Relations, College Recruiting, Talent Management, Leadership, Resource Management, Workflow Management, Microsoft Project, Stakeholder Engagement, Budget Management, Risk Management, Large Group Facilitation, Activation Support, Career Development..., Project Implementation, Program Implementation, Healthcare Information..., Healthcare Industry
Education
Cornell University 2008 — 2010
Bachelor of Science (BS), Labor and Industrial Relations
Cornell University
B.S., Industrial and Labor Relations
M. A. Barnstock's Merrill Lynch Experience May 2004 - January 2006
Job Developer / Programmer at Confidential
Industry Financial Services
Experience
Confidential January 2006 - Present
Merrill Lynch May 2004 - January 2006
Education
Cornell University 2000 — 2004
BS, Computer Science
Confidential January 2006 - Present
Merrill Lynch May 2004 - January 2006
Education
Cornell University 2000 — 2004
BS, Computer Science
Ming Dang's Merrill Lynch Experience June 2009 - August 2009
Job Associate at Apollo Global Management LLC
Industry Financial Services
Experience
MidCap Financial November 2013 - Present
Apollo Global Management LLC August 2012 - Present
Morgan Stanley June 2010 - July 2012
Merrill Lynch June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Private Equity, Mergers & Acquisitions
Education
Cornell University 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of Oxford 2008 — 2009
PPE
The Hotchkiss School 2003 — 2006
MidCap Financial November 2013 - Present
Apollo Global Management LLC August 2012 - Present
Morgan Stanley June 2010 - July 2012
Merrill Lynch June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Private Equity, Mergers & Acquisitions
Education
Cornell University 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of Oxford 2008 — 2009
PPE
The Hotchkiss School 2003 — 2006
Laura Danforth's Merrill Lynch Experience June 2008 - August 2008
Job Interactive Advertising Planning Manager at Scripps Networks Interactive
Industry Marketing and Advertising
Experience
Scripps Networks Interactive June 2014 - Present
Lake Forest Scouts August 2012 - Present
ACE November 2010 - Present
Scripps Networks Interactive Inc. August 2012 - June 2014
Scripps Networks Interactive Inc. December 2010 - August 2012
Cornell Univeristy- Campus Life Facilities June 2008 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Pro Ambitions Hockey June 2007 - August 2009
Cornell University June 2007 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Marketing, Social Media Marketing, Sales, Social Media, Microsoft Excel, Salesforce.com, Advertising, Social Networking, Fundraising, Data Analysis, PowerPoint, Public Speaking, Microsoft Office, Facebook, Research, Microsoft Word, Sales Presentations, Integrated Marketing, Public Relations, comScore, Account Management, Sales Management, Management, Project Management
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management; Marketing
Scripps Networks Interactive June 2014 - Present
Lake Forest Scouts August 2012 - Present
ACE November 2010 - Present
Scripps Networks Interactive Inc. August 2012 - June 2014
Scripps Networks Interactive Inc. December 2010 - August 2012
Cornell Univeristy- Campus Life Facilities June 2008 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Pro Ambitions Hockey June 2007 - August 2009
Cornell University June 2007 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Marketing, Social Media Marketing, Sales, Social Media, Microsoft Excel, Salesforce.com, Advertising, Social Networking, Fundraising, Data Analysis, PowerPoint, Public Speaking, Microsoft Office, Facebook, Research, Microsoft Word, Sales Presentations, Integrated Marketing, Public Relations, comScore, Account Management, Sales Management, Management, Project Management
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management; Marketing
Ki Cho's Merrill Lynch Experience May 1997 - May 1999
Job Director at Millennium Partners
Industry Investment Management
Experience
Millennium Partners March 2001 - Present
Parlor Inc June 2000 - December 2000
Citi May 1999 - May 2000
Merrill Lynch May 1997 - May 1999
Skills
Equities, Trading Systems, Hedge Funds, Smartstream TLM, Application Architecture, Process Management, c#, ASP.NET, Office Automation, Business Process..., Data Warehouse..., Technical Product..., Alternative Investments, Fixed Income
Education
Cornell University 1992 — 1996
Bachelor of Science (BS), Industrial Engineering
Millennium Partners March 2001 - Present
Parlor Inc June 2000 - December 2000
Citi May 1999 - May 2000
Merrill Lynch May 1997 - May 1999
Skills
Equities, Trading Systems, Hedge Funds, Smartstream TLM, Application Architecture, Process Management, c#, ASP.NET, Office Automation, Business Process..., Data Warehouse..., Technical Product..., Alternative Investments, Fixed Income
Education
Cornell University 1992 — 1996
Bachelor of Science (BS), Industrial Engineering
Nakul Paul's Merrill Lynch Experience September 2008 - September 2010
Job MBA Candidate at Stanford Graduate School of Business
Industry Internet
Experience
Google [x] June 2015 - Present
Stanford Graduate School of Business July 2014 - Present
viagogo October 2010 - July 2014
Merrill Lynch September 2008 - September 2010
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Partnerships, Market Research, Corporate Strategy, Marketing Strategy, Business Strategy, Start-ups, Analysis, Entrepreneurship, Corporate Finance, Data Analysis, Strategy, Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Cornell University 2004 — 2008
B.S., Applied Economics and Management
Google [x] June 2015 - Present
Stanford Graduate School of Business July 2014 - Present
viagogo October 2010 - July 2014
Merrill Lynch September 2008 - September 2010
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Partnerships, Market Research, Corporate Strategy, Marketing Strategy, Business Strategy, Start-ups, Analysis, Entrepreneurship, Corporate Finance, Data Analysis, Strategy, Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Cornell University 2004 — 2008
B.S., Applied Economics and Management
Gina Moon's Merrill Lynch Experience July 2014 - December 2014
Job Cornell University
Industry Financial Services
Experience
Merrill Lynch July 2014 - December 2014
Driscoll's June 2013 - August 2013
ExxonMobil January 2013 - May 2013
Ivy Insiders at Revolution Prep May 2010 - August 2010
Skills
Matlab, Java, Access, Leadership, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Research, HTML, Statistics, SQL, VBA
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Operations Research and Engineering
Edmond Memorial High School 2006 — 2010
Merrill Lynch July 2014 - December 2014
Driscoll's June 2013 - August 2013
ExxonMobil January 2013 - May 2013
Ivy Insiders at Revolution Prep May 2010 - August 2010
Skills
Matlab, Java, Access, Leadership, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Research, HTML, Statistics, SQL, VBA
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Operations Research and Engineering
Edmond Memorial High School 2006 — 2010
Kelechi Ogbunamiri's Merrill Lynch Experience May 2004 - April 2006
Job Portfolio Manager at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners October 2013 - Present
Guggenheim Partners August 2011 - October 2013
Morgan Stanley June 2010 - August 2010
Afrinvest West Africa August 2008 - May 2009
AQR Capital Management April 2006 - March 2008
Merrill Lynch May 2004 - April 2006
Skills
Valuation, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Bloomberg, Equity Research, Portfolio Management, Fixed Income, Asset Managment, Emerging Markets, Capital Markets, Business Strategy
Education
The Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Cornell University 2001 — 2004
Bachelor of Science (B.S.), Applied Economics
Harvard Westlake 1998 — 2000
Guggenheim Partners October 2013 - Present
Guggenheim Partners August 2011 - October 2013
Morgan Stanley June 2010 - August 2010
Afrinvest West Africa August 2008 - May 2009
AQR Capital Management April 2006 - March 2008
Merrill Lynch May 2004 - April 2006
Skills
Valuation, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Bloomberg, Equity Research, Portfolio Management, Fixed Income, Asset Managment, Emerging Markets, Capital Markets, Business Strategy
Education
The Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Cornell University 2001 — 2004
Bachelor of Science (B.S.), Applied Economics
Harvard Westlake 1998 — 2000
Kartik Arora's Merrill Lynch Experience 2007 - 2008
Job Systematic Options Trading at Citi
Industry Financial Services
Experience
Citi February 2012 - Present
Citigroup August 2008 - August 2010
Merrill Lynch 2007 - 2008
Skills
Options, Market Making, Derivatives, Equity Derivatives, VBA, Electronic Trading, Quantitative Finance, R, Data Analysis, Equity Trading, Series 7, Statistics, Time Series Analysis, Quantitative Analytics, Trading, Business Analysis, Risk Management, Trading Systems, Statistical Modeling, SQL, Microsoft Excel, KDB, Equities, Bloomberg
Education
Cornell University 2010 — 2012
Master's degree, Financial Engineering
Polytechnic University 2004 — 2008
Bachelor of Science (BS), Electrical Engineering/Math
Citi February 2012 - Present
Citigroup August 2008 - August 2010
Merrill Lynch 2007 - 2008
Skills
Options, Market Making, Derivatives, Equity Derivatives, VBA, Electronic Trading, Quantitative Finance, R, Data Analysis, Equity Trading, Series 7, Statistics, Time Series Analysis, Quantitative Analytics, Trading, Business Analysis, Risk Management, Trading Systems, Statistical Modeling, SQL, Microsoft Excel, KDB, Equities, Bloomberg
Education
Cornell University 2010 — 2012
Master's degree, Financial Engineering
Polytechnic University 2004 — 2008
Bachelor of Science (BS), Electrical Engineering/Math
Marcus Carroll, CFA's Merrill Lynch Experience January 2006 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
New York Mercantile Exchange January 2001 - January 2006
Quidnunc January 2000 - December 2000
Accenture October 1996 - December 1999
Skills
Derivatives, Trading, Options, FX, Investments, Asset Management, Securities, Wealth Management, Asset Managment
Education
Cornell University
Bachelor of Science, Operation Research and Industrial Engineering
Merrill Lynch January 2006 - Present
New York Mercantile Exchange January 2001 - January 2006
Quidnunc January 2000 - December 2000
Accenture October 1996 - December 1999
Skills
Derivatives, Trading, Options, FX, Investments, Asset Management, Securities, Wealth Management, Asset Managment
Education
Cornell University
Bachelor of Science, Operation Research and Industrial Engineering
Joshua Michaels's Merrill Lynch Experience May 2012 - Present
Job investor at ReSource Partners Asset Management, Inc.
Industry Information Technology and Services
Experience
Merrill Lynch May 2012 - Present
Merrill Lynch May 2009 - August 2009
Education
Cornell University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Merrill Lynch May 2012 - Present
Merrill Lynch May 2009 - August 2009
Education
Cornell University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Maged Tawfik's Merrill Lynch Experience 2003 - 2004
Job Financial Risk Specialist at SAS
Industry Financial Services
Experience
SAS Institute May 2012 - Present
Elan Systems Inc August 2007 - April 2012
Anchorage Capital 2006 - 2007
Silverback Asset Management 2004 - 2006
Merrill Lynch 2003 - 2004
Gamma Asset Management 2002 - 2003
Swiss Re 1998 - 2001
UBS 1995 - 1998
Merrill Lynch 1994 - 1995
3D/Eye 1987 - 1993
Skills
Equity Derivatives, Convertibel Bonds, Credit Derivatives and..., Stochastic Modeling, Market Risk Management, Credit Risk Management, Financial Time Series..., Computer Programming..., Portfolio Management, Risk Management, Liquidity Risk, Basel III
Education
Cornell University
PhD, Engineering, Applied Math, Comp Sci
SAS Institute May 2012 - Present
Elan Systems Inc August 2007 - April 2012
Anchorage Capital 2006 - 2007
Silverback Asset Management 2004 - 2006
Merrill Lynch 2003 - 2004
Gamma Asset Management 2002 - 2003
Swiss Re 1998 - 2001
UBS 1995 - 1998
Merrill Lynch 1994 - 1995
3D/Eye 1987 - 1993
Skills
Equity Derivatives, Convertibel Bonds, Credit Derivatives and..., Stochastic Modeling, Market Risk Management, Credit Risk Management, Financial Time Series..., Computer Programming..., Portfolio Management, Risk Management, Liquidity Risk, Basel III
Education
Cornell University
PhD, Engineering, Applied Math, Comp Sci
Kevin Csorny's Merrill Lynch Experience December 2010 - January 2011
Job Student at Cornell University
Industry Marketing and Advertising
Experience
New York Jets Training Camp, Approved Promotions April 2006 - Present
Merrill Lynch December 2010 - January 2011
Nissequogue Country Club April 2009 - August 2010
New York Sports Club January 2008 - February 2009
Education
Cornell University 2008 — 2012
Cornell University, College of Agriculture and Life Sciences
Bachelor of Science Degree, Communication
New York Jets Training Camp, Approved Promotions April 2006 - Present
Merrill Lynch December 2010 - January 2011
Nissequogue Country Club April 2009 - August 2010
New York Sports Club January 2008 - February 2009
Education
Cornell University 2008 — 2012
Cornell University, College of Agriculture and Life Sciences
Bachelor of Science Degree, Communication
Moises Andrade's Merrill Lynch Experience June 2013 - August 2013
Job HCM Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle June 2014 - Present
Center for Teaching Excellence 2011 - 2014
Learning Strategies Center 2010 - 2014
Merrill Lynch June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Deloitte Consulting January 2012 - January 2012
Skills
Microsoft Excel, PeopleSoft, Employee Relations
Education
Cornell University 2010 — 2014
Bachelor of Science, Industrial & Labor Relations
Oracle June 2014 - Present
Center for Teaching Excellence 2011 - 2014
Learning Strategies Center 2010 - 2014
Merrill Lynch June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Deloitte Consulting January 2012 - January 2012
Skills
Microsoft Excel, PeopleSoft, Employee Relations
Education
Cornell University 2010 — 2014
Bachelor of Science, Industrial & Labor Relations
Ira Powell's Merrill Lynch Experience 1999 - 2000
Job Chief Credit Officer at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. April 2015 - Present
Goldman Sachs 2000 - April 2015
Merrill Lynch 1999 - 2000
Fitch Ratings 1997 - 1999
Skills
Structured Finance, Securitization, Capital Markets, Money Market, Investment Banking, Risk Management, ABS
Education
Harvard Law School 1993 — 1996
JD
Cornell University 1989 — 1993
BS, Consumer Economics
Kroll Bond Rating Agency, Inc. April 2015 - Present
Goldman Sachs 2000 - April 2015
Merrill Lynch 1999 - 2000
Fitch Ratings 1997 - 1999
Skills
Structured Finance, Securitization, Capital Markets, Money Market, Investment Banking, Risk Management, ABS
Education
Harvard Law School 1993 — 1996
JD
Cornell University 1989 — 1993
BS, Consumer Economics
Laura Temel's Merrill Lynch Experience June 2008 - August 2008
Job Policy Advisor at U.S. Department of the Treasury
Industry Public Policy
Experience
U.S. Department of the Treasury July 2015 - Present
FitCause December 2012 - Present
U.S. Department of the Treasury June 2014 - March 2015
Techstars March 2013 - June 2013
PadTies September 2011 - December 2012
Bank of America July 2009 - August 2011
Merrill Lynch June 2008 - August 2008
United States Senate July 2007 - August 2007
Skills
Real Estate, Real Estate Transactions, Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Equities, Financial Analysis, Investments, Capital Markets, Due Diligence, Series 7, Bloomberg, Business Development, Networking
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
B.A., Government, Economics
Horace Mann School 1993 — 2005
U.S. Department of the Treasury July 2015 - Present
FitCause December 2012 - Present
U.S. Department of the Treasury June 2014 - March 2015
Techstars March 2013 - June 2013
PadTies September 2011 - December 2012
Bank of America July 2009 - August 2011
Merrill Lynch June 2008 - August 2008
United States Senate July 2007 - August 2007
Skills
Real Estate, Real Estate Transactions, Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Equities, Financial Analysis, Investments, Capital Markets, Due Diligence, Series 7, Bloomberg, Business Development, Networking
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
B.A., Government, Economics
Horace Mann School 1993 — 2005
Joseph Zuber's Merrill Lynch Experience 1994 - 1996
Job Managing Principal at Black Walnut Capital, LLC
Industry Real Estate
Experience
Black Walnut Capital, LLC January 2011 - Present
O’Connor Capital Partners January 2009 - September 2010
City Investment Partners, LLC 2004 - 2008
Morgan Stanley 1996 - 2004
Merrill Lynch 1994 - 1996
Skills
Investments, Asset Managment, Real Estate Development, Real Estate, Real Estate Economics, Investment Properties, Valuation, Residential Homes, Due Diligence, Asset Management, Disposition, Feasibility Studies
Education
Darden Graduate School of Business Administration 1992 — 1994
MBA
Cornell University 1981 — 1985
Bachelor of Architecture
Black Walnut Capital, LLC January 2011 - Present
O’Connor Capital Partners January 2009 - September 2010
City Investment Partners, LLC 2004 - 2008
Morgan Stanley 1996 - 2004
Merrill Lynch 1994 - 1996
Skills
Investments, Asset Managment, Real Estate Development, Real Estate, Real Estate Economics, Investment Properties, Valuation, Residential Homes, Due Diligence, Asset Management, Disposition, Feasibility Studies
Education
Darden Graduate School of Business Administration 1992 — 1994
MBA
Cornell University 1981 — 1985
Bachelor of Architecture
Eric Cruz's Merrill Lynch Experience September 1998 - April 2004
Job SVP, Project Manager in IT at Dexia Credit Local
Industry Information Technology and Services
Experience
Dexia Credit Local July 2014 - Present
O3 Technology Solutions February 2008 - July 2014
RBS Greenwich Capital July 2006 - February 2008
Morgan Stanley April 2004 - July 2006
Merrill Lynch September 1998 - April 2004
Lehman Brothers September 1996 - September 1998
Barclays Capital July 1994 - August 1996
Chicago Mercantile Exchange June 1987 - July 1994
Education
University of Chicago 1991 — 1994
Master of Business Administration (MBA), Finance and Econometrics
Cornell University 1983 — 1987
Bachelor of Arts (BA), Economics and Philosophy
Lake Park High School
Dexia Credit Local July 2014 - Present
O3 Technology Solutions February 2008 - July 2014
RBS Greenwich Capital July 2006 - February 2008
Morgan Stanley April 2004 - July 2006
Merrill Lynch September 1998 - April 2004
Lehman Brothers September 1996 - September 1998
Barclays Capital July 1994 - August 1996
Chicago Mercantile Exchange June 1987 - July 1994
Education
University of Chicago 1991 — 1994
Master of Business Administration (MBA), Finance and Econometrics
Cornell University 1983 — 1987
Bachelor of Arts (BA), Economics and Philosophy
Lake Park High School
Doug Cresson's Merrill Lynch Experience February 1987 - January 1989
Job Sr Systems Developer
Industry Insurance
Experience
Princeton Insurance Company 1990 - 2012
Infomed January 1989 - January 1990
Merrill Lynch February 1987 - January 1989
Skills
AS/400, CL, COBOL, WINS, DDS, SDA, Sequel, Query, IQ, DFU, JCL, IDMS, VSAM
Education
Chubb Institute of Computer Technology
Diploma in Data Processing, Computer Programming
Cornell University
Bachelor of Arts (B.A.), History
Princeton Insurance Company 1990 - 2012
Infomed January 1989 - January 1990
Merrill Lynch February 1987 - January 1989
Skills
AS/400, CL, COBOL, WINS, DDS, SDA, Sequel, Query, IQ, DFU, JCL, IDMS, VSAM
Education
Chubb Institute of Computer Technology
Diploma in Data Processing, Computer Programming
Cornell University
Bachelor of Arts (B.A.), History
Howard Capek's Merrill Lynch Experience June 1993 - July 1996
Job Partner & CIO at Lenrock Management Group, LP
Industry Investment Management
Experience
Lenrock Management Group, LP November 2005 - Present
UBS May 1999 - July 2003
Credit Suisse July 1996 - April 1999
Merrill Lynch June 1993 - July 1996
Prudential Bache Securities, Inc July 1989 - July 1991
Skills
Portfolio Management, Financial Statement..., Long/short equity &..., Real Estate Investor, NNN leased investments, healthcare stock..., Fundamental Analysis, Equities, Investments, Mutual Funds, Equity Trading, Options, Alternative Investments, Hedge Funds, Financial Modeling, Mergers & Acquisitions, Trading
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance
Cornell University 1985 — 1989
Bachelor of Science (BS), Applied Economics
Msgr. Farrell H.S.
Lenrock Management Group, LP November 2005 - Present
UBS May 1999 - July 2003
Credit Suisse July 1996 - April 1999
Merrill Lynch June 1993 - July 1996
Prudential Bache Securities, Inc July 1989 - July 1991
Skills
Portfolio Management, Financial Statement..., Long/short equity &..., Real Estate Investor, NNN leased investments, healthcare stock..., Fundamental Analysis, Equities, Investments, Mutual Funds, Equity Trading, Options, Alternative Investments, Hedge Funds, Financial Modeling, Mergers & Acquisitions, Trading
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance
Cornell University 1985 — 1989
Bachelor of Science (BS), Applied Economics
Msgr. Farrell H.S.
Jae Young Ki's Merrill Lynch Experience May 2012 - August 2012
Job Product Liability Intern at LG Electronics
Industry
Experience
LG Electronics June 2014 - Present
Merrill Lynch May 2012 - August 2012
Education
Cornell University 2011 — 2015
Economics
River Dell High School
LG Electronics June 2014 - Present
Merrill Lynch May 2012 - August 2012
Education
Cornell University 2011 — 2015
Economics
River Dell High School
Keith Greene's Merrill Lynch Experience March 2008 - March 2013
Job Global Markets Operations, Credit Middle Office at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Merrill Lynch March 2008 - March 2013
Skills
Derivatives, Interest Rate..., Credit Derivatives, Collateral Management, Client Services, Settlement, Financial Services, Account Reconciliation, FX, Dodd-Frank, Onboarding, Portfolio Management, Valuation
Education
Cornell University 2000 — 2004
Bachelor of Science (B.S.), Applied Economics and Management
BNY Mellon November 2013 - Present
Merrill Lynch March 2008 - March 2013
Skills
Derivatives, Interest Rate..., Credit Derivatives, Collateral Management, Client Services, Settlement, Financial Services, Account Reconciliation, FX, Dodd-Frank, Onboarding, Portfolio Management, Valuation
Education
Cornell University 2000 — 2004
Bachelor of Science (B.S.), Applied Economics and Management
John Gettings's Merrill Lynch Experience July 1989 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1989 - Present
Skills
Capital Markets, Investments, Management, Project Management, Risk Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
Master of Business Administration (MBA), Finance, General
Cornell University 1985 — 1989
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Merrill Lynch July 1989 - Present
Skills
Capital Markets, Investments, Management, Project Management, Risk Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
Master of Business Administration (MBA), Finance, General
Cornell University 1985 — 1989
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank