Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Colin Baker Colin Baker's Merrill Lynch Experience July 2011 - August 2011
Job Hotels Account Manager
Industry Hospitality
Experience
Booking.com June 2015 - Present
Naked Lime July 2012 - May 2015
Merrill Lynch July 2011 - August 2011
Pinnacle Security June 2011 - July 2011
Skills
Inter-personal..., Strategic Leadership, Marketing Communications, Public Speaking, Time Management, Organization, Leadership, Critical Thinking, Marketing, Advertising, Digital Marketing, Account Management, Strategy, Interpersonal..., Sales, Management, PowerPoint, Strategic Communications
Education
Denison University 2008 — 2012
Bachelor of Arts, Communication and History
University of St. Andrews 2010 — 2010
History
Booking.com June 2015 - Present
Naked Lime July 2012 - May 2015
Merrill Lynch July 2011 - August 2011
Pinnacle Security June 2011 - July 2011
Skills
Inter-personal..., Strategic Leadership, Marketing Communications, Public Speaking, Time Management, Organization, Leadership, Critical Thinking, Marketing, Advertising, Digital Marketing, Account Management, Strategy, Interpersonal..., Sales, Management, PowerPoint, Strategic Communications
Education
Denison University 2008 — 2012
Bachelor of Arts, Communication and History
University of St. Andrews 2010 — 2010
History
Peter Giorno Peter Giorno's Merrill Lynch Experience December 2003 - April 2009
Job Substitute Teacher at Source4Teachers, Inc.
Industry Primary/Secondary Education
Experience
Source4Teachers, Inc. October 2014 - Present
Medical Academy Charter School September 2014 - October 2014
Esperanza Academy Charter School September 2013 - June 2014
Central Bucks School District September 2012 - June 2013
Substitute Teacher Service, Inc. February 2012 - June 2013
Centennial School District September 2011 - June 2013
Merrill Lynch December 2003 - April 2009
Franks Nursery April 2002 - December 2004
Girard College May 2001 - August 2001
Princeton Biomedical March 1998 - March 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Publisher, Microsoft PowerPoint, Microsoft Outlook, Accounting, Software Documentation, PowerPoint, Accounts Receivable, Data Entry, Access, Invoicing, Analysis, Insurance, Bookkeeping, Auditing, Teaching, Time Management, Instructional Technology, Administration, Tutoring, Smartboard, Technology Integration, Special Education, Instructional Design, Differentiated..., Microsoft Office, Customer Service, Social Media, Training, Research, Outlook
Education
Delaware Valley College 2010 — 2011
Teaching Certificate, Education, 3.8
Holy Family University 1993 — 2000
Bachelor of Arts (B.A.), Computer/Information Technology Administration and Management
Pennsylvania State University-Penn State Abington 1988 — 1992
Secondary Education and Teaching
Archbishop Wood 1986 — 1990
High School degree
Source4Teachers, Inc. October 2014 - Present
Medical Academy Charter School September 2014 - October 2014
Esperanza Academy Charter School September 2013 - June 2014
Central Bucks School District September 2012 - June 2013
Substitute Teacher Service, Inc. February 2012 - June 2013
Centennial School District September 2011 - June 2013
Merrill Lynch December 2003 - April 2009
Franks Nursery April 2002 - December 2004
Girard College May 2001 - August 2001
Princeton Biomedical March 1998 - March 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Publisher, Microsoft PowerPoint, Microsoft Outlook, Accounting, Software Documentation, PowerPoint, Accounts Receivable, Data Entry, Access, Invoicing, Analysis, Insurance, Bookkeeping, Auditing, Teaching, Time Management, Instructional Technology, Administration, Tutoring, Smartboard, Technology Integration, Special Education, Instructional Design, Differentiated..., Microsoft Office, Customer Service, Social Media, Training, Research, Outlook
Education
Delaware Valley College 2010 — 2011
Teaching Certificate, Education, 3.8
Holy Family University 1993 — 2000
Bachelor of Arts (B.A.), Computer/Information Technology Administration and Management
Pennsylvania State University-Penn State Abington 1988 — 1992
Secondary Education and Teaching
Archbishop Wood 1986 — 1990
High School degree
Shawn Schwaner, Ph.D., MBA, MSCM Shawn Schwaner, Ph.D., MBA, MSCM's Merrill Lynch Experience June 2006 - September 2008
Job Professor, School of Justice, Miami Dade College
Industry Higher Education
Experience
Miami Dade College June 2012 - Present
Sullivan University January 2008 - Present
Miami Subs Grill July 2013 - Present
People First Consulting January 1997 - Present
Presbyterian Community Center January 2006 - March 2012
Presbyterian Community Center 2006 - September 2011
Sullivan University January 2009 - 2011
Sullivan University System February 2008 - May 2009
Sullivan University February 2008 - 2009
Merrill Lynch June 2006 - September 2008
Skills
Teaching, Research, Program Development, Training, Project Management, Motivational Speaking, Leadership Development, Staff Development, Public Speaking, Higher Education, Coaching, Strategic Planning, Charismatic Leadership, Admissions, Adult Education
Education
The Ohio State University 1988 — 1995
Ph.D., Sociology
Sullivan University 2011 — 2012
Master's of Science, Conflict Management, 4.0
Sullivan University 2009 — 2009
EMBA, Business
The Ohio State University 1988 — 1995
Doctor of Philosophy (Ph.D.), Sociology
The Ohio State University 1988 — 1995
Ph.D., M.A, Sociology
Denison University 1984 — 1988
Bachelor of Arts (B.A.), Sociology and Anthropology
Denison University 1984 — 1988
B.A, Sociology/Anthropology
Maumee Valley 1972 — 1984
Miami Dade College June 2012 - Present
Sullivan University January 2008 - Present
Miami Subs Grill July 2013 - Present
People First Consulting January 1997 - Present
Presbyterian Community Center January 2006 - March 2012
Presbyterian Community Center 2006 - September 2011
Sullivan University January 2009 - 2011
Sullivan University System February 2008 - May 2009
Sullivan University February 2008 - 2009
Merrill Lynch June 2006 - September 2008
Skills
Teaching, Research, Program Development, Training, Project Management, Motivational Speaking, Leadership Development, Staff Development, Public Speaking, Higher Education, Coaching, Strategic Planning, Charismatic Leadership, Admissions, Adult Education
Education
The Ohio State University 1988 — 1995
Ph.D., Sociology
Sullivan University 2011 — 2012
Master's of Science, Conflict Management, 4.0
Sullivan University 2009 — 2009
EMBA, Business
The Ohio State University 1988 — 1995
Doctor of Philosophy (Ph.D.), Sociology
The Ohio State University 1988 — 1995
Ph.D., M.A, Sociology
Denison University 1984 — 1988
Bachelor of Arts (B.A.), Sociology and Anthropology
Denison University 1984 — 1988
B.A, Sociology/Anthropology
Maumee Valley 1972 — 1984
Jin Lim, CPA Jin Lim, CPA's Merrill Lynch Experience August 2004 - March 2005
Job Reporting Analyst at Facebook
Industry Accounting
Experience
Facebook December 2014 - Present
Yahoo March 2014 - November 2014
EY December 2011 - March 2014
Faith & Finance - Accounting Services LLC June 2011 - November 2011
Living Stones Foundation October 2007 - July 2011
Provident Funding Associates L.P. September 2006 - July 2007
Merrill Lynch August 2004 - March 2005
Skills
Accounting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Internal Controls, US GAAP, External Audit, SEC filings, Financial Reporting, Lotus Notes, HTML, QuickBooks, Quicken, General Ledger, Inventory, Finance, Accounts Receivable, SEC Filings, Accounts Payable, Tax
Education
De Anza College 2008 — 2010
Accounting and Finance
University of California, Irvine 2002 — 2006
BA, Economics
University of California, Irvine 2002 — 2006
Minor: Business Management
Mission San Jose 1998 — 2002
High School Diploma
Facebook December 2014 - Present
Yahoo March 2014 - November 2014
EY December 2011 - March 2014
Faith & Finance - Accounting Services LLC June 2011 - November 2011
Living Stones Foundation October 2007 - July 2011
Provident Funding Associates L.P. September 2006 - July 2007
Merrill Lynch August 2004 - March 2005
Skills
Accounting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Internal Controls, US GAAP, External Audit, SEC filings, Financial Reporting, Lotus Notes, HTML, QuickBooks, Quicken, General Ledger, Inventory, Finance, Accounts Receivable, SEC Filings, Accounts Payable, Tax
Education
De Anza College 2008 — 2010
Accounting and Finance
University of California, Irvine 2002 — 2006
BA, Economics
University of California, Irvine 2002 — 2006
Minor: Business Management
Mission San Jose 1998 — 2002
High School Diploma
Nanci Krukowski Nanci Krukowski's Merrill Lynch Experience January 1980 - December 2001
Job Quality Assurance Analyst at Bank of America
Industry Research
Experience
Bank of America May 2012 - Present
tekmark 2011 - 2011
Montgomery Township School District September 2003 - June 2010
Bloomingdale's 2007 - 2008
Merrill Lynch January 1980 - December 2001
Skills
Research, Customer Service, Data Analysis, Analysis, Sales, Fraud Prevention, Quality Assurance, Receptionist Duties, Office Administration, PCR, Molecular Biology
Education
Dean College 1973 — 1975
Associate of Arts (A.A.), Visual Art
Bank of America May 2012 - Present
tekmark 2011 - 2011
Montgomery Township School District September 2003 - June 2010
Bloomingdale's 2007 - 2008
Merrill Lynch January 1980 - December 2001
Skills
Research, Customer Service, Data Analysis, Analysis, Sales, Fraud Prevention, Quality Assurance, Receptionist Duties, Office Administration, PCR, Molecular Biology
Education
Dean College 1973 — 1975
Associate of Arts (A.A.), Visual Art
Kali Franco Kali Franco's Merrill Lynch Experience May 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Airgas March 2011 - April 2014
Steeler, Inc. February 2004 - March 2011
Skills
Finance, Sales, Operations Management, Microsoft Excel, Investments, Portfolio Management, Forecasting, SAP, Financial Analysis, Economics, Financial Risk, Gretl, Accounting, Management, Risk Management, Wealth Management, Benefit Cost Analysis, Econometrics, Time Management, Securities, Inventory Management, Asset Allocation, Financial Advisory, Department Budgeting, Budget Forecasts, SAP ERP, SAP Implementation, International Economics, General Ledger, Stock Valuation, Risk Analysis, CRM databases, Time Value of Money, Return on Investment..., Economic Data Analysis, Financial Accounting, Cold Calling, Pricing, Risk Modeling, Variance Analysis, CAPM, Moving Averages, Momentum Trading, Cash Management, Financial Modeling, Outside Sales, Banking, Branch Management, Equities, Retirement Plan...
Education
San Jose State University 2011 — 2014
Bachelor of Science (BS), Economics
De Anza College 2007 — 2011
Economics
Santa Clara High School
Merrill Lynch May 2014 - Present
Airgas March 2011 - April 2014
Steeler, Inc. February 2004 - March 2011
Skills
Finance, Sales, Operations Management, Microsoft Excel, Investments, Portfolio Management, Forecasting, SAP, Financial Analysis, Economics, Financial Risk, Gretl, Accounting, Management, Risk Management, Wealth Management, Benefit Cost Analysis, Econometrics, Time Management, Securities, Inventory Management, Asset Allocation, Financial Advisory, Department Budgeting, Budget Forecasts, SAP ERP, SAP Implementation, International Economics, General Ledger, Stock Valuation, Risk Analysis, CRM databases, Time Value of Money, Return on Investment..., Economic Data Analysis, Financial Accounting, Cold Calling, Pricing, Risk Modeling, Variance Analysis, CAPM, Moving Averages, Momentum Trading, Cash Management, Financial Modeling, Outside Sales, Banking, Branch Management, Equities, Retirement Plan...
Education
San Jose State University 2011 — 2014
Bachelor of Science (BS), Economics
De Anza College 2007 — 2011
Economics
Santa Clara High School
Dhaarna Mehta Dhaarna Mehta's Merrill Lynch Experience January 2014 - Present
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch July 2010 - January 2014
Goldman Sachs June 2009 - August 2009
Sunoco October 2005 - July 2008
Citifinancial Consumer Finance India Ltd 2004 - 2005
Deloitte U.S. India offices July 2000 - June 2004
Skills
Accounting, Mergers, Process Improvement, Cash Management, Treasury, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Risk Management, Investments, Financial Reporting, Investment Banking, Finance, Capital Markets, Strategic Financial..., Financial Accounting, Internal Audit, Financial Risk, M, DCF, Bloomberg, LBO, Hedge Funds, Private Equity, Corporate Development, Management Consulting
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Accounting, Management
Institute of Chartered Accountants of India 1999 — 2003
CA, Finance, Accounting, Audit, Corporate Law
Delhi University 1998 — 2001
Bachelor of Commerce, Business/Commerce, General, Honors
Merrill Lynch January 2014 - Present
Merrill Lynch July 2010 - January 2014
Goldman Sachs June 2009 - August 2009
Sunoco October 2005 - July 2008
Citifinancial Consumer Finance India Ltd 2004 - 2005
Deloitte U.S. India offices July 2000 - June 2004
Skills
Accounting, Mergers, Process Improvement, Cash Management, Treasury, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Risk Management, Investments, Financial Reporting, Investment Banking, Finance, Capital Markets, Strategic Financial..., Financial Accounting, Internal Audit, Financial Risk, M, DCF, Bloomberg, LBO, Hedge Funds, Private Equity, Corporate Development, Management Consulting
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Accounting, Management
Institute of Chartered Accountants of India 1999 — 2003
CA, Finance, Accounting, Audit, Corporate Law
Delhi University 1998 — 2001
Bachelor of Commerce, Business/Commerce, General, Honors
Aftab Shahsingh Aftab Shahsingh's Merrill Lynch Experience June 2000 - August 2000
Job Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 2009 - Present
UBS June 2001 - December 2009
Merrill Lynch June 2000 - August 2000
Skills
Investment Banking, Asset Management, Equities, Capital Markets, Valuation, Sales Management, Business Strategy, Advisory, Accounting, Structured Finance, Legal Documentation, Mergers & Acquisitions, Investments, Strategy, Financial Analysis, Finance, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Fixed Income
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance and Accounting
Denison University 1997 — 2001
BSc, Computer Science and Economics
Cathedral 1986 — 1997
UBS Investment Bank December 2009 - Present
UBS June 2001 - December 2009
Merrill Lynch June 2000 - August 2000
Skills
Investment Banking, Asset Management, Equities, Capital Markets, Valuation, Sales Management, Business Strategy, Advisory, Accounting, Structured Finance, Legal Documentation, Mergers & Acquisitions, Investments, Strategy, Financial Analysis, Finance, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Fixed Income
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance and Accounting
Denison University 1997 — 2001
BSc, Computer Science and Economics
Cathedral 1986 — 1997
William Kitsch William Kitsch's Merrill Lynch Experience May 1999 - April 2003
Job Vice President, Regional Lending Manager at MidAtlantic Farm Credit
Industry Financial Services
Experience
MidAtlantic Farm Credit January 2015 - Present
Delaware Valley College April 2012 - Present
MidAtlantic Farm Credit May 2007 - January 2015
MidAtlantic Farm Credit April 2003 - May 2007
Merrill Lynch May 1999 - April 2003
Skills
Sales Skills Training, Financial Planning, Change Management, Strategic Planning, Sales Management, Team Leadership, Leadership Development, Commercial Lending, Individual Development, Credit, Agriculture, Investments, Management, Strategic Financial..., Banking, Leadership
Education
ABA Stonier Graduate School of Banking 2010 — 2012
Certificate of Completion
Millersville University of Pennsylvania 2004 — 2007
MBA
Delaware Valley College 1994 — 1997
B.S.
MidAtlantic Farm Credit January 2015 - Present
Delaware Valley College April 2012 - Present
MidAtlantic Farm Credit May 2007 - January 2015
MidAtlantic Farm Credit April 2003 - May 2007
Merrill Lynch May 1999 - April 2003
Skills
Sales Skills Training, Financial Planning, Change Management, Strategic Planning, Sales Management, Team Leadership, Leadership Development, Commercial Lending, Individual Development, Credit, Agriculture, Investments, Management, Strategic Financial..., Banking, Leadership
Education
ABA Stonier Graduate School of Banking 2010 — 2012
Certificate of Completion
Millersville University of Pennsylvania 2004 — 2007
MBA
Delaware Valley College 1994 — 1997
B.S.
Craig Dempsey Craig Dempsey's Merrill Lynch Experience June 1998 - November 1998
Job National Account Manager | Solution Selling | Business Development| Key Account Manager
Industry Telecommunications
Experience
T-Mobile December 2013 - Present
Sprint August 2001 - November 2013
NewsEdge November 1998 - May 2001
Merrill Lynch June 1998 - November 1998
Hollister Associates February 1996 - June 1998
Skills
National Account..., Wireless, Account Management, Solution Selling, SaaS, Cold Calling, IOT, CRM, Strategy, Selling, Direct Sales, Sales Process, New Business Development, B2B, Mobile Devices, Cross-functional Team..., Telecommunications, Recruiting, National Accounts, Sales Management, M2M, Mobile Applications, Key Account Management, Sales, Strategic Planning, sell, Managed Services, MPLS, Strategic Partnerships, Salesforce.com, Unified Communications, VoIP, Wireless Broadband, Wireless Access, Wireline, Mobile Technology, Mobile Communications
Education
Guilford College 1992 — 1994
B.S., Sports Management
Dean College 1990 — 1992
Associate Degree, Sports Management
T-Mobile December 2013 - Present
Sprint August 2001 - November 2013
NewsEdge November 1998 - May 2001
Merrill Lynch June 1998 - November 1998
Hollister Associates February 1996 - June 1998
Skills
National Account..., Wireless, Account Management, Solution Selling, SaaS, Cold Calling, IOT, CRM, Strategy, Selling, Direct Sales, Sales Process, New Business Development, B2B, Mobile Devices, Cross-functional Team..., Telecommunications, Recruiting, National Accounts, Sales Management, M2M, Mobile Applications, Key Account Management, Sales, Strategic Planning, sell, Managed Services, MPLS, Strategic Partnerships, Salesforce.com, Unified Communications, VoIP, Wireless Broadband, Wireless Access, Wireline, Mobile Technology, Mobile Communications
Education
Guilford College 1992 — 1994
B.S., Sports Management
Dean College 1990 — 1992
Associate Degree, Sports Management
Don Moss Don Moss's Merrill Lynch Experience January 1999 - January 2003
Job District Sales Manager at Cox Automotive | Autotrader, KBB, Haystak
Industry Marketing and Advertising
Experience
Cox Automotive Inc. Autotrader, KBB, Haystak April 2014 - Present
AutoTrader.com and KBB.com December 2012 - April 2014
Lithia Motors September 2011 - December 2012
ADP Dealer Services September 2010 - September 2011
Lithia Motors February 2003 - May 2010
Merrill Lynch January 1999 - January 2003
US Army July 1989 - July 1995
Skills
Strategic Planning, Customer Retention, Access, Product Development, Outlook, PowerPoint, Sales Management, Accounting, Sales Process, Account Management, Sales Operations, Marketing, Marketing Operations, Dealer Management, Sales, Team Building, Leadership, Social Media Marketing, Reputation Management, Digital Marketing, Advertising, Competitive Analysis, Management, Budgets, Automotive, Negotiation, Cross-functional Team..., Customer Satisfaction, CRM, SEM, Social Media, Lead Generation, E-commerce, Online Advertising, Forecasting, B2B, Training, Process Improvement, Retail, Coaching, Salesforce.com, Selling, New Business Development, Cold Calling, Online Marketing, P&L Management, Email Marketing, Sales Presentations, Direct Sales, Marketing Strategy
Education
Defense Language Institute
Graduate, Russian
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Cox Automotive Inc. Autotrader, KBB, Haystak April 2014 - Present
AutoTrader.com and KBB.com December 2012 - April 2014
Lithia Motors September 2011 - December 2012
ADP Dealer Services September 2010 - September 2011
Lithia Motors February 2003 - May 2010
Merrill Lynch January 1999 - January 2003
US Army July 1989 - July 1995
Skills
Strategic Planning, Customer Retention, Access, Product Development, Outlook, PowerPoint, Sales Management, Accounting, Sales Process, Account Management, Sales Operations, Marketing, Marketing Operations, Dealer Management, Sales, Team Building, Leadership, Social Media Marketing, Reputation Management, Digital Marketing, Advertising, Competitive Analysis, Management, Budgets, Automotive, Negotiation, Cross-functional Team..., Customer Satisfaction, CRM, SEM, Social Media, Lead Generation, E-commerce, Online Advertising, Forecasting, B2B, Training, Process Improvement, Retail, Coaching, Salesforce.com, Selling, New Business Development, Cold Calling, Online Marketing, P&L Management, Email Marketing, Sales Presentations, Direct Sales, Marketing Strategy
Education
Defense Language Institute
Graduate, Russian
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Kapil Dham Kapil Dham's Merrill Lynch Experience May 2006 - November 2008
Job Sr. IT Consultant
Industry Financial Services
Experience
Con Edison October 2013 - Present
TD Securities February 2013 - October 2013
Transatlantic Reinsurance September 2011 - January 2013
Hewlett-Packard December 2011 - April 2012
Goldman Sachs September 2010 - September 2011
Limewire LLC May 2010 - August 2010
JetBlue Airways March 2009 - April 2010
Cushman & Wakefield January 2009 - March 2009
New York Life Insurance Company November 2008 - January 2009
Merrill Lynch May 2006 - November 2008
Skills
High School, DHCP, DNS, Active Directory, TCP/IP, vSphere, SCOM, SCOM 2012, MOM 2005, CCNA, SCCM, SCVMM, SCCM 2012, NetApp, Citrix XenApp, VMWARE, VMware Infrastructure, Citrix Metaframe, VMware, Windows Server, Servers, VMware ESX, Data Center, Citrix, Cluster, Windows 7, Virtualization, HP, Infrastructure
Education
University of Meerut, India 1994 — 1997
Doctor of Law (J.D.), Law
Delhi University 1991 — 1994
Bachelors in Computers Science, Computers Science
DAV Sr Sec School Chandigarh, India 1988 — 1991
DAV School, High School/Secondary Diplomas and Certificates
Con Edison October 2013 - Present
TD Securities February 2013 - October 2013
Transatlantic Reinsurance September 2011 - January 2013
Hewlett-Packard December 2011 - April 2012
Goldman Sachs September 2010 - September 2011
Limewire LLC May 2010 - August 2010
JetBlue Airways March 2009 - April 2010
Cushman & Wakefield January 2009 - March 2009
New York Life Insurance Company November 2008 - January 2009
Merrill Lynch May 2006 - November 2008
Skills
High School, DHCP, DNS, Active Directory, TCP/IP, vSphere, SCOM, SCOM 2012, MOM 2005, CCNA, SCCM, SCVMM, SCCM 2012, NetApp, Citrix XenApp, VMWARE, VMware Infrastructure, Citrix Metaframe, VMware, Windows Server, Servers, VMware ESX, Data Center, Citrix, Cluster, Windows 7, Virtualization, HP, Infrastructure
Education
University of Meerut, India 1994 — 1997
Doctor of Law (J.D.), Law
Delhi University 1991 — 1994
Bachelors in Computers Science, Computers Science
DAV Sr Sec School Chandigarh, India 1988 — 1991
DAV School, High School/Secondary Diplomas and Certificates
Len Macalinao Len Macalinao's Merrill Lynch Experience April 1998 - May 2006
Job Seasoned Information Technology Professional
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. March 2015 - Present
Nationstar Mortgage August 2014 - March 2015
PrimeLending August 2013 - August 2014
M & R CONSULTING SERVICES, LLC May 2002 - August 2013
Citi September 2012 - June 2013
JPMorgan Chase December 2006 - September 2012
Merrill Lynch April 1998 - May 2006
Skills
Requirements Gathering, SDLC, COBOL, DB2, Business Analysis, JCL, CICS, TSO, SQL, VSAM, DFD, Fileaid, Claims Management, Toad, ICD-9, Medical Billing, Report Writing, BABOK, Oracle SQL, FileNet, ETL, Data Warehousing, Systems Analysis, TFS, Enterprise Architecture, Software Documentation, Business Process..., Data Modeling, Business Process, Testing, Vendor Management, User Acceptance Testing, Business Requirements, Mainframe, Databases, Requirements Analysis, Analysis, Management
Education
De La Salle University
BS, Industrial Management Engineering
JPMorgan Chase & Co. March 2015 - Present
Nationstar Mortgage August 2014 - March 2015
PrimeLending August 2013 - August 2014
M & R CONSULTING SERVICES, LLC May 2002 - August 2013
Citi September 2012 - June 2013
JPMorgan Chase December 2006 - September 2012
Merrill Lynch April 1998 - May 2006
Skills
Requirements Gathering, SDLC, COBOL, DB2, Business Analysis, JCL, CICS, TSO, SQL, VSAM, DFD, Fileaid, Claims Management, Toad, ICD-9, Medical Billing, Report Writing, BABOK, Oracle SQL, FileNet, ETL, Data Warehousing, Systems Analysis, TFS, Enterprise Architecture, Software Documentation, Business Process..., Data Modeling, Business Process, Testing, Vendor Management, User Acceptance Testing, Business Requirements, Mainframe, Databases, Requirements Analysis, Analysis, Management
Education
De La Salle University
BS, Industrial Management Engineering
Avin Mehra Avin Mehra's Merrill Lynch Experience May 2000 - December 2001
Job Vice President & Portfolio Manager, CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy December 2001 - Present
Merrill Lynch May 2000 - December 2001
CIBC March 1990 - May 2000
Bank of Credit & Commerce International October 1983 - January 1990
Bank of India December 1973 - October 1983
Skills
Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth, Estate Planning, Investment Management, Portfolio Management, High Net Worth..., Financial Advisory, Wealth Management, Wealth Management..., Mutual Funds, Derivatives, Financial Planners, ETFs, Securities, Investments, Equities, Asset Managment, Wealth Accumulation, Pensions, Stock Market, Critical Illness, Fixed Annuities, Fixed Income, Retirement Savings, Personal Financial..., Income Protection, Options, Tax, Disability Insurance, Segregated Funds, Personal Finance, Life Insurance, Intergenerational..., Finance, Risk Management, Banking, FX Options, Retirement, Alternative Investments, Trading, Asset Management, Financial Services, Credit, Bonds, Insurance, Hedge Funds
Education
Canadian Securities Institute 1995 — 1996
FCSI, Investment Management
Canadian Securities Institute 1993 — 1995
CIM, Investment Management
Chartered Institute of Bankers, London, England 1978 — 1980
ACIB(UK), Banking
Delhi University 1978 — 1980
LL.B, Commercial Law & International Trade Laws
Indian Institute of Bankers 1975 — 1976
Associateship of Indian Institute of Bankers, Commercial & corporate Banking, FX
Delhi University 1970 — 1972
M.Sc, Mathematics
Government College, Chandigarh 1968 — 1970
Bachelor of Science (B.Sc.), Physics, Chemistry and Mathematics
CIBC Wood Gundy December 2001 - Present
Merrill Lynch May 2000 - December 2001
CIBC March 1990 - May 2000
Bank of Credit & Commerce International October 1983 - January 1990
Bank of India December 1973 - October 1983
Skills
Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth, Estate Planning, Investment Management, Portfolio Management, High Net Worth..., Financial Advisory, Wealth Management, Wealth Management..., Mutual Funds, Derivatives, Financial Planners, ETFs, Securities, Investments, Equities, Asset Managment, Wealth Accumulation, Pensions, Stock Market, Critical Illness, Fixed Annuities, Fixed Income, Retirement Savings, Personal Financial..., Income Protection, Options, Tax, Disability Insurance, Segregated Funds, Personal Finance, Life Insurance, Intergenerational..., Finance, Risk Management, Banking, FX Options, Retirement, Alternative Investments, Trading, Asset Management, Financial Services, Credit, Bonds, Insurance, Hedge Funds
Education
Canadian Securities Institute 1995 — 1996
FCSI, Investment Management
Canadian Securities Institute 1993 — 1995
CIM, Investment Management
Chartered Institute of Bankers, London, England 1978 — 1980
ACIB(UK), Banking
Delhi University 1978 — 1980
LL.B, Commercial Law & International Trade Laws
Indian Institute of Bankers 1975 — 1976
Associateship of Indian Institute of Bankers, Commercial & corporate Banking, FX
Delhi University 1970 — 1972
M.Sc, Mathematics
Government College, Chandigarh 1968 — 1970
Bachelor of Science (B.Sc.), Physics, Chemistry and Mathematics
Joseph Scott, MBA, Author's Merrill Lynch Experience November 2013 - Present
Job Portfolio AdvisorPIA: Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
United Launch Alliance (ULA) August 2009 - January 2014
United Launch Alliance (ULA) January 2007 - January 2014
Wells Fargo Securities April 2005 - January 2007
Wells Fargo February 2001 - April 2005
Wells Fargo Advisors January 2000 - February 2001
Morgan Stanley Wealth Management October 1997 - January 2000
US Army January 1991 - December 1995
Education
University of Wisconsin
Master of Business Administration (MBA), Organizational Management & Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Defense Language Institute 1995 — 1996
Spanish, Spanish Language and Literature
Defense Language Institute 1991 — 1991
German, German Language and Literature, 3.8
Merrill Lynch November 2013 - Present
United Launch Alliance (ULA) August 2009 - January 2014
United Launch Alliance (ULA) January 2007 - January 2014
Wells Fargo Securities April 2005 - January 2007
Wells Fargo February 2001 - April 2005
Wells Fargo Advisors January 2000 - February 2001
Morgan Stanley Wealth Management October 1997 - January 2000
US Army January 1991 - December 1995
Education
University of Wisconsin
Master of Business Administration (MBA), Organizational Management & Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Defense Language Institute 1995 — 1996
Spanish, Spanish Language and Literature
Defense Language Institute 1991 — 1991
German, German Language and Literature, 3.8
Shan Kumar Shan Kumar's Merrill Lynch Experience 2003 - 2008
Job Principal Portfolio Manager
Industry Financial Services
Experience
Pi Square Capital, LLC Registered Investment Advisor 2010 - Present
Ameriprise Financial Services, Inc. 2008 - 2010
Merrill Lynch 2003 - 2008
Morgan Stanley 2001 - 2003
Remax Business 1996 - 2001
CIBC, And Bank Of Montreal 1985 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Investment Advisory, Investment Management, Retirement Planning, Bonds, ETFs, Emerging Markets
Education
Rajendra Prasad Institute of Communication & Management, Bombay 1982 — 1983
Post Graduate Diploma, Advertising and Marketing
Rajendra Prasad Institute of Communication & Management, Bombay 1980 — 1981
Post Graduate Diploma, Export-Import Management
University of Delhi 1979 — 1980
M.Com. Part 1, Finance, Marketing
University of Delhi 1975 — 1978
Bachelor of Commerce (B.Com.), Finance, Marketing
Pi Square Capital, LLC Registered Investment Advisor 2010 - Present
Ameriprise Financial Services, Inc. 2008 - 2010
Merrill Lynch 2003 - 2008
Morgan Stanley 2001 - 2003
Remax Business 1996 - 2001
CIBC, And Bank Of Montreal 1985 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Investment Advisory, Investment Management, Retirement Planning, Bonds, ETFs, Emerging Markets
Education
Rajendra Prasad Institute of Communication & Management, Bombay 1982 — 1983
Post Graduate Diploma, Advertising and Marketing
Rajendra Prasad Institute of Communication & Management, Bombay 1980 — 1981
Post Graduate Diploma, Export-Import Management
University of Delhi 1979 — 1980
M.Com. Part 1, Finance, Marketing
University of Delhi 1975 — 1978
Bachelor of Commerce (B.Com.), Finance, Marketing
David Paddick's Merrill Lynch Experience August 2010 - August 2014
Job Financial Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2014 - Present
Merrill Lynch August 2010 - August 2014
Education
Delaware State University
Bachelor of Science (BS)
Wilmington University
Master of Business Administration (MBA)
Morgan Stanley August 2014 - Present
Merrill Lynch August 2010 - August 2014
Education
Delaware State University
Bachelor of Science (BS)
Wilmington University
Master of Business Administration (MBA)
Seerat Sodhi Seerat Sodhi's Merrill Lynch Experience June 2011 - August 2011
Job Senior Consultant
Industry Financial Services
Experience
Deloitte April 2015 - Present
QCI Asset Management July 2012 - April 2015
Rochester Institute of Technology August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Barclays Bank September 2009 - June 2010
UBS Investment Bank March 2008 - March 2009
Education
Rochester Institute of Technology 2010 — 2012
Master of Business Administration (M.B.A.)
University of Cambridge 2008 — 2009
Mountbatten Institute and University of Cambridge International Examinations (CIE)
Delhi University 2004 — 2007
Bachelor's Degree
Deloitte April 2015 - Present
QCI Asset Management July 2012 - April 2015
Rochester Institute of Technology August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Barclays Bank September 2009 - June 2010
UBS Investment Bank March 2008 - March 2009
Education
Rochester Institute of Technology 2010 — 2012
Master of Business Administration (M.B.A.)
University of Cambridge 2008 — 2009
Mountbatten Institute and University of Cambridge International Examinations (CIE)
Delhi University 2004 — 2007
Bachelor's Degree
Horace Stracener Horace Stracener's Merrill Lynch Experience 1969 - 1976
Job
Industry Financial Services
Experience
Tapscott Manor LLC 2012 - Present
Morgan Stanley 1976 - 2012
Merrill Lynch 1969 - 1976
Skills
Equities, Fixed Income, Retirement Planning, Securities, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Advisory, Risk Management, Microsoft Office, Series 7, Microsoft Excel, Customer Service
Education
Florida International University 1978 — 1980
MBA Program
Defense Language Institute 1966 — 1967
Graduate, Russian Language
University of Arkansas at Little Rock 1960 — 1964
Bachelor's degree, Psychology
Tapscott Manor LLC 2012 - Present
Morgan Stanley 1976 - 2012
Merrill Lynch 1969 - 1976
Skills
Equities, Fixed Income, Retirement Planning, Securities, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Advisory, Risk Management, Microsoft Office, Series 7, Microsoft Excel, Customer Service
Education
Florida International University 1978 — 1980
MBA Program
Defense Language Institute 1966 — 1967
Graduate, Russian Language
University of Arkansas at Little Rock 1960 — 1964
Bachelor's degree, Psychology
Tim Richards Tim Richards's Merrill Lynch Experience 2004 - 2014
Job Banking Professional
Industry Banking
Experience
Merrill Lynch 2004 - 2014
Bank of America 2004 - 2014
Skills
Infrastructure, Risk Management, Vendor Management, Disaster Recovery, Financial Risk, Fixed Income, SDLC, Credit, Financial Services, Derivatives, Equities, Visio, Trading Systems, Management
Education
DeVry University
Dekalb Community College
Merrill Lynch 2004 - 2014
Bank of America 2004 - 2014
Skills
Infrastructure, Risk Management, Vendor Management, Disaster Recovery, Financial Risk, Fixed Income, SDLC, Credit, Financial Services, Derivatives, Equities, Visio, Trading Systems, Management
Education
DeVry University
Dekalb Community College
Andrew Snell's Merrill Lynch Experience June 2008 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Skills
Asset Allocation, Investments, Mutual Funds, Series 7, Wealth Management
Education
Denison University
Merrill Lynch June 2008 - Present
Skills
Asset Allocation, Investments, Mutual Funds, Series 7, Wealth Management
Education
Denison University
Charles Walz Charles Walz's Merrill Lynch Experience August 2009 - October 2012
Job Financial Advisor, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Merrill Lynch August 2009 - October 2012
Citi September 2007 - July 2009
Merrill Lynch September 2002 - September 2007
US Navy May 1993 - August 2000
Skills
Investment Banking, Private Equity, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master's in Business Administration, Finance, Accounting and Strategy
U.S. Naval Academy 1989 — 1993
Bachelors of Science, Economics & Systems Engineering
Deerfield Academy
Morgan Stanley January 2013 - Present
Merrill Lynch August 2009 - October 2012
Citi September 2007 - July 2009
Merrill Lynch September 2002 - September 2007
US Navy May 1993 - August 2000
Skills
Investment Banking, Private Equity, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master's in Business Administration, Finance, Accounting and Strategy
U.S. Naval Academy 1989 — 1993
Bachelors of Science, Economics & Systems Engineering
Deerfield Academy
April Taylor's Merrill Lynch Experience June 2012 - July 2013
Job Experienced Financial Advisor & Author
Industry Financial Services
Experience
Diamond State Financial Group March 2015 - Present
Wallstreet Playdates July 2014 - Present
J.P. Morgan April 2013 - April 2015
Merrill Lynch June 2012 - July 2013
Fidelity Investments February 2004 - October 2010
Skills
Series 7, Wealth Management, FINRA, 401k Rollovers, Asset Allocation, Investments, Defined Benefit, Securities, Strategic Financial..., Life, IRAs, Fixed Annuities, 401k, Mutual Funds, Uniform Combined State..., Series 6, Series 63, Retirement Planning, Retirement, Finance, Series 65, Financial Planning, Management, Public Speaking, Financial Services, Leadership, Financial Analysis, Customer Service, Portfolio Management, Risk Management, Insurance, Banking, Estate Planning, Asset Management, Equities, Financial Advisory, Life Insurance, Investment Advisory, Relationship Management, Investment Strategies, Social Media, Small Business, Cash Management, Fixed Income, Credit, Alternative Investments, Disability Insurance, Financial Modeling, Wealth, Microsoft Office
Education
Delaware State University 1999 — 2003
Finance and Banking, Accounting and Finance
Delaware State University 1999 — 2003
Bachelor's degree, Finance and Financial Management Services
Diamond State Financial Group March 2015 - Present
Wallstreet Playdates July 2014 - Present
J.P. Morgan April 2013 - April 2015
Merrill Lynch June 2012 - July 2013
Fidelity Investments February 2004 - October 2010
Skills
Series 7, Wealth Management, FINRA, 401k Rollovers, Asset Allocation, Investments, Defined Benefit, Securities, Strategic Financial..., Life, IRAs, Fixed Annuities, 401k, Mutual Funds, Uniform Combined State..., Series 6, Series 63, Retirement Planning, Retirement, Finance, Series 65, Financial Planning, Management, Public Speaking, Financial Services, Leadership, Financial Analysis, Customer Service, Portfolio Management, Risk Management, Insurance, Banking, Estate Planning, Asset Management, Equities, Financial Advisory, Life Insurance, Investment Advisory, Relationship Management, Investment Strategies, Social Media, Small Business, Cash Management, Fixed Income, Credit, Alternative Investments, Disability Insurance, Financial Modeling, Wealth, Microsoft Office
Education
Delaware State University 1999 — 2003
Finance and Banking, Accounting and Finance
Delaware State University 1999 — 2003
Bachelor's degree, Finance and Financial Management Services
Radhika Mehta-Sharan Radhika Mehta-Sharan's Merrill Lynch Experience November 2006 - Present
Job Vice President, Portfolio Manager, Wealth Management Advisor, CFA, CIMA, CRPC
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Merrill Lynch March 2000 - November 2006
Skills
Retirement Planning, Wealth Management, Investments, Investment Management, Financial Advisory, Series 7, Series 65, Wealth Management..., Finance, Wealth, Mutual Funds, Alternative Investments, Equities, Series 63, Asset Management, Asset Allocation, Securities, Portfolio Management, Fixed Income, Strategic Financial..., 401K Plans, Business Lending, Corporate cash..., Deferred Compensation, Investment Advisory..., education planning, Estate Planning, Endowments, Foundations, Investment Banking, Investment Strategies, Investment Policy..., Individual Pension Plans, research, Risk Management, Risk Assessment, tax efficient strategies, Multi-generational..., philanthropic advisory, Wealth Accumulation..., ERISA, Performance Measurement, tax minimization..., Municipal Bonds, Bonds, Institutional..., Portfolio Lending, liability Management, 529 Plans, Roth IRA
Education
New York Institute of Technology-Old Westbury 2001 — 2003
M.B.A, Finance (Magna Cum Laude)
Delhi University 1995 — 1998
B.A. Honors, English
Merrill Lynch November 2006 - Present
Merrill Lynch March 2000 - November 2006
Skills
Retirement Planning, Wealth Management, Investments, Investment Management, Financial Advisory, Series 7, Series 65, Wealth Management..., Finance, Wealth, Mutual Funds, Alternative Investments, Equities, Series 63, Asset Management, Asset Allocation, Securities, Portfolio Management, Fixed Income, Strategic Financial..., 401K Plans, Business Lending, Corporate cash..., Deferred Compensation, Investment Advisory..., education planning, Estate Planning, Endowments, Foundations, Investment Banking, Investment Strategies, Investment Policy..., Individual Pension Plans, research, Risk Management, Risk Assessment, tax efficient strategies, Multi-generational..., philanthropic advisory, Wealth Accumulation..., ERISA, Performance Measurement, tax minimization..., Municipal Bonds, Bonds, Institutional..., Portfolio Lending, liability Management, 529 Plans, Roth IRA
Education
New York Institute of Technology-Old Westbury 2001 — 2003
M.B.A, Finance (Magna Cum Laude)
Delhi University 1995 — 1998
B.A. Honors, English
Steve Knoop Steve Knoop's Merrill Lynch Experience 1993 - 1996
Job Managing Principal, First Chicago Advisors, Inc.
Industry Executive Office
Experience
First Chicago Advisors, Inc. December 2004 - Present
BMO Capital Markets March 1996 - December 2004
Merrill Lynch 1993 - 1996
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Business Administration (M.B.A.), Marketing and Finance, Deans List
Denison University 1974 — 1978
Bachelor's Degree
New Trier 1970 — 1974
First Chicago Advisors, Inc. December 2004 - Present
BMO Capital Markets March 1996 - December 2004
Merrill Lynch 1993 - 1996
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Business Administration (M.B.A.), Marketing and Finance, Deans List
Denison University 1974 — 1978
Bachelor's Degree
New Trier 1970 — 1974
William Ettelson William Ettelson's Merrill Lynch Experience 1994 - 1996
Job Portfolio Manager at Wolfe Global Capital LLC
Industry Investment Management
Experience
Wolfe Global Capital, LLC 2009 - Present
Vardon Capital Management 2004 - 2008
Credit Suisse 1996 - 2002
Merrill Lynch 1994 - 1996
Salomon Brothers 1989 - 1992
Skills
Equities, Hedge Funds, Investments, Investment Banking, Alternative Investments, Finance, Strategic Planning, Asset Allocation, Portfolio Management, Bloomberg, Venture Capital, Strategic Leadership, Strategy, Options, Equity Research, Private Equity, Financial Risk, Team Building, Risk Management, Mergers & Acquisitions
Education
Harvard Business School 1992 — 1994
MBA
The London School of Economics and Political Science (LSE) 1988 — 1989
Master of Science
Yale University 1984 — 1988
BA
Deerfield Academy 1981 — 1984
Wolfe Global Capital, LLC 2009 - Present
Vardon Capital Management 2004 - 2008
Credit Suisse 1996 - 2002
Merrill Lynch 1994 - 1996
Salomon Brothers 1989 - 1992
Skills
Equities, Hedge Funds, Investments, Investment Banking, Alternative Investments, Finance, Strategic Planning, Asset Allocation, Portfolio Management, Bloomberg, Venture Capital, Strategic Leadership, Strategy, Options, Equity Research, Private Equity, Financial Risk, Team Building, Risk Management, Mergers & Acquisitions
Education
Harvard Business School 1992 — 1994
MBA
The London School of Economics and Political Science (LSE) 1988 — 1989
Master of Science
Yale University 1984 — 1988
BA
Deerfield Academy 1981 — 1984
Richard Carrell Richard Carrell's Merrill Lynch Experience March 2012 - Present
Job BA in Finance
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Skills
Investments, Portfolio Management, Asset Managment, Insurance, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Risk Management, Financial Modeling, Strategic Financial..., Microsoft Office, Equities, IRAs, Asset Allocation, Investment Strategies, Series 7, 401k, Money Management, Securities, Life Insurance, Strategy, Banking, Management, Corporate Finance, Finance, Managerial Finance, Accounting
Education
Texas A&M University-Corpus Christi 2009 — 2011
Finance, Finance, Accounting, Management, Banking Marketing
Del Mar College 2006 — 2009
Associates Degree in Business Administration and Management, Business, Management, Administration, Government, Economics, Accounting
Merrill Lynch March 2012 - Present
Skills
Investments, Portfolio Management, Asset Managment, Insurance, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Risk Management, Financial Modeling, Strategic Financial..., Microsoft Office, Equities, IRAs, Asset Allocation, Investment Strategies, Series 7, 401k, Money Management, Securities, Life Insurance, Strategy, Banking, Management, Corporate Finance, Finance, Managerial Finance, Accounting
Education
Texas A&M University-Corpus Christi 2009 — 2011
Finance, Finance, Accounting, Management, Banking Marketing
Del Mar College 2006 — 2009
Associates Degree in Business Administration and Management, Business, Management, Administration, Government, Economics, Accounting
Fred Browne's Merrill Lynch Experience June 2004 - January 2006
Job Vice President and Manager at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2006 - December 2010
Merrill Lynch June 2004 - January 2006
Merrill Lynch April 2001 - June 2004
Merrill Lynch March 1997 - July 2001
Skills
Analysis, CRM, Portfolio Management, Investment Banking, Testing, Training, Financial Services, Business Analysis, SDLC, Capital Markets, Business Process, Call Centers, Project Planning, Fixed Income, Requirements Analysis, Business Requirements, Series 7, Budgets, Risk Management, Project Management, Program Management, Financial Analysis, Investments, Management, Marketing, Requirements Gathering, Strategy, DB2, Team Leadership
Education
Delaware County Community College
Accounting
Bank of America Merrill Lynch February 2006 - December 2010
Merrill Lynch June 2004 - January 2006
Merrill Lynch April 2001 - June 2004
Merrill Lynch March 1997 - July 2001
Skills
Analysis, CRM, Portfolio Management, Investment Banking, Testing, Training, Financial Services, Business Analysis, SDLC, Capital Markets, Business Process, Call Centers, Project Planning, Fixed Income, Requirements Analysis, Business Requirements, Series 7, Budgets, Risk Management, Project Management, Program Management, Financial Analysis, Investments, Management, Marketing, Requirements Gathering, Strategy, DB2, Team Leadership
Education
Delaware County Community College
Accounting
Virginia E. Chang Virginia E. Chang's Merrill Lynch Experience December 1983 - April 1986
Job Business Development Associate at Commodity and Ingredient Hedging, LLC
Industry Financial Services
Experience
Commodity Ingredient Hedging LLC January 2011 - Present
Commodity and Ingredient Hedging LLC November 1998 - June 2002
Agri Analysis Inc. July 1990 - October 1998
Bejar Capital March 1989 - March 1990
Magsec Limitied February 1988 - February 1989
Merrill Lynch December 1983 - April 1986
Skills
Marketing, Negotiation, Sales, New Business Development, Market Research, Microsoft Office, SugarCRM, Microsoft Word, Risk Management, Investments
Education
De La Salle University
Bachelor of Science in Commerce, Major in Management of Financial Institutions
Commodity Ingredient Hedging LLC January 2011 - Present
Commodity and Ingredient Hedging LLC November 1998 - June 2002
Agri Analysis Inc. July 1990 - October 1998
Bejar Capital March 1989 - March 1990
Magsec Limitied February 1988 - February 1989
Merrill Lynch December 1983 - April 1986
Skills
Marketing, Negotiation, Sales, New Business Development, Market Research, Microsoft Office, SugarCRM, Microsoft Word, Risk Management, Investments
Education
De La Salle University
Bachelor of Science in Commerce, Major in Management of Financial Institutions
Fariq Merchant, CFA Fariq Merchant, CFA's Merrill Lynch Experience December 2013 - Present
Job Equity Derivatives Trader Quantitative Alpha Strategies at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch December 2013 - Present
Merrill Lynch April 2004 - December 2013
TANSTAAFL Research and Trading August 2001 - October 2003
Skills
Equities, Fixed Income, Derivatives, Investment Banking, Trading Systems, Capital Markets, Equity Derivatives, Financial Markets, Hedge Funds, Market Data, Options, Structured Products, Electronic Trading, Bloomberg
Education
Denison University 1998 — 2001
Bachelor of Science (BS)
Merrill Lynch December 2013 - Present
Merrill Lynch April 2004 - December 2013
TANSTAAFL Research and Trading August 2001 - October 2003
Skills
Equities, Fixed Income, Derivatives, Investment Banking, Trading Systems, Capital Markets, Equity Derivatives, Financial Markets, Hedge Funds, Market Data, Options, Structured Products, Electronic Trading, Bloomberg
Education
Denison University 1998 — 2001
Bachelor of Science (BS)
Beenu Kapoor Beenu Kapoor's Merrill Lynch Experience January 1997 - January 2003
Job Director Cognizant Business Consulting at Cognizant Technology Solutions
Industry Pharmaceuticals
Experience
Cognizant Technology Solutions 2012 - Present
Capgemini September 2009 - April 2012
Covance September 2007 - November 2009
ImClone Systems 2008 - 2009
Bristol Myers Squibb July 2003 - September 2007
Merrill Lynch January 1997 - January 2003
Skills
Pharmaceutical Industry, Project Management, Enterprise Architecture, Finance, Cross-functional Team...
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
MBA, Finance
Delhi University
MS in Computer Science
Cognizant Technology Solutions 2012 - Present
Capgemini September 2009 - April 2012
Covance September 2007 - November 2009
ImClone Systems 2008 - 2009
Bristol Myers Squibb July 2003 - September 2007
Merrill Lynch January 1997 - January 2003
Skills
Pharmaceutical Industry, Project Management, Enterprise Architecture, Finance, Cross-functional Team...
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
MBA, Finance
Delhi University
MS in Computer Science
Michael Krzeszewski Michael Krzeszewski's Merrill Lynch Experience December 2007 - January 2009
Job Implementations Manager
Industry Information Services
Experience
Black Knight Financial Services November 2014 - Present
Bank of America March 2014 - November 2014
Lender Processing Services, Inc. (LPS) 2011 - January 2014
EverBank May 2010 - June 2011
EverBank September 2009 - May 2010
EverBank February 2009 - September 2009
Merrill Lynch December 2007 - January 2009
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Visio, User Acceptance Testing, SharePoint, Business Process..., Financial Services, Business Process, Vendor Management, Process Improvement, Microsoft Office, Microsoft Excel, Illustrator, Microsoft Word, Analysis
Education
Northwood University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Delta College 1999 — 2004
Associate of Arts (AA), Graphic Design
Black Knight Financial Services November 2014 - Present
Bank of America March 2014 - November 2014
Lender Processing Services, Inc. (LPS) 2011 - January 2014
EverBank May 2010 - June 2011
EverBank September 2009 - May 2010
EverBank February 2009 - September 2009
Merrill Lynch December 2007 - January 2009
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Visio, User Acceptance Testing, SharePoint, Business Process..., Financial Services, Business Process, Vendor Management, Process Improvement, Microsoft Office, Microsoft Excel, Illustrator, Microsoft Word, Analysis
Education
Northwood University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Delta College 1999 — 2004
Associate of Arts (AA), Graphic Design
Jim Labenberg Jim Labenberg's Merrill Lynch Experience 1993 - 1994
Job Medical & Health Writer, Wellness Coach, Yoga Teacher, Statistician and Data Analyst
Industry Health, Wellness and Fitness
Experience
Freshlife, Inc 2010 - Present
Self-employed data analyst 1995 - 2002
Price Waterhouse Management Consultants 1994 - 1995
Merrill Lynch 1993 - 1994
HIP 1992 - 1993
AAMC 1988 - 1992
National Institutes of Health 1986 - 1988
Penn State University 1984 - 1986
Skills
Yoga, Wellbeing, Wellness, Hatha Yoga, Wellness Coaching, Health Education, Lifestyle, Stress Management, Holistic Health, Fitness, Stress, Pain Management, Public Health, Healthcare, Meditation, Treatment, Nutrition, Data Analysis, Biostatistics, Statistics, Epidemiology, SAS, Nutritional Counseling, Chair Yoga, Alternative Medicine, Personal Training, Chronic Illness, Relaxation, Clinical Research, Mindfulness, Aromatherapy, Lifestyle Coaching, Career Counseling, HEDIS, Health Insurance, Cognos, Pranayama, Strength Training, Ashtanga, Back Pain, Yin Yoga, Vinyasa, Fitness Training, Mindfulness Meditation, Ayurveda, Corporations, Writing, Creative Writing, Technical Writing, Report Writing
Education
Georgetown University 1989 — 1992
Master of Science (M.S.), Biostatistics & Epidemiology
Penn State University 1980 — 1984
Bachelor of Science (BS), Microbiology and Immunology
Delta State University 2002 — 2005
Master of Education (M.Ed.), Mental Health Counseling/Counselor
Freshlife, Inc 2010 - Present
Self-employed data analyst 1995 - 2002
Price Waterhouse Management Consultants 1994 - 1995
Merrill Lynch 1993 - 1994
HIP 1992 - 1993
AAMC 1988 - 1992
National Institutes of Health 1986 - 1988
Penn State University 1984 - 1986
Skills
Yoga, Wellbeing, Wellness, Hatha Yoga, Wellness Coaching, Health Education, Lifestyle, Stress Management, Holistic Health, Fitness, Stress, Pain Management, Public Health, Healthcare, Meditation, Treatment, Nutrition, Data Analysis, Biostatistics, Statistics, Epidemiology, SAS, Nutritional Counseling, Chair Yoga, Alternative Medicine, Personal Training, Chronic Illness, Relaxation, Clinical Research, Mindfulness, Aromatherapy, Lifestyle Coaching, Career Counseling, HEDIS, Health Insurance, Cognos, Pranayama, Strength Training, Ashtanga, Back Pain, Yin Yoga, Vinyasa, Fitness Training, Mindfulness Meditation, Ayurveda, Corporations, Writing, Creative Writing, Technical Writing, Report Writing
Education
Georgetown University 1989 — 1992
Master of Science (M.S.), Biostatistics & Epidemiology
Penn State University 1980 — 1984
Bachelor of Science (BS), Microbiology and Immunology
Delta State University 2002 — 2005
Master of Education (M.Ed.), Mental Health Counseling/Counselor
Daniel Bergan, CFP®, ChFC®, CLU®, CASL®'s Merrill Lynch Experience June 2014 - Present
Job Vice President Wealth Structuring at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch May 2012 - June 2014
Northwestern Mutual Financial Network September 2008 - May 2012
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Series 7, Long-term Care, Life Insurance, Strategic Financial..., Mutual Funds, Series 63, Insurance, Investments, Long Term Care Insurance, Wealth Management, IRAs, 401k, Wealth Accumulation, Term Life Insurance, Asset Allocation, Financial Advisory, Risk Management, Estate Planning, Securities, Sales, PowerPoint, Microsoft Office, Financial Planning, Financial Planners, Customer Service
Education
Penn State University 2008 — 2010
Deerfield Academy
Princeton Day School
Williams College
Merrill Lynch June 2014 - Present
Merrill Lynch May 2012 - June 2014
Northwestern Mutual Financial Network September 2008 - May 2012
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Series 7, Long-term Care, Life Insurance, Strategic Financial..., Mutual Funds, Series 63, Insurance, Investments, Long Term Care Insurance, Wealth Management, IRAs, 401k, Wealth Accumulation, Term Life Insurance, Asset Allocation, Financial Advisory, Risk Management, Estate Planning, Securities, Sales, PowerPoint, Microsoft Office, Financial Planning, Financial Planners, Customer Service
Education
Penn State University 2008 — 2010
Deerfield Academy
Princeton Day School
Williams College
William McKeever's Merrill Lynch Experience May 2005 - June 2008
Job Managing Director at 1st BridgeHouse Securities
Industry Financial Services
Experience
1st BridgeHouse Securities January 2009 - Present
Merrill Lynch May 2005 - June 2008
UBS January 2000 - January 2005
Paine Webber January 1997 - 2000
Wertheim Schroder & Co 1994 - 1997
Brenner Securities January 1992 - January 1993
Skills
Excellent analytical..., Strong oral..., Equities, Hedge Funds, Investments, Alternative Investments, Private Equity, Investment Banking, Equity Research, Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Valuation, High Yield, Venture Capital, Securities, Equity Capital Markets, Mutual Funds, Finance, Emerging Markets, Investment Management, Fund Of Funds, Investment Strategies, Equity Valuation, Series 7, Asset Allocation, Investor Relations, Structured Finance, Asset Management
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Denison University
BA, Economics
1st BridgeHouse Securities January 2009 - Present
Merrill Lynch May 2005 - June 2008
UBS January 2000 - January 2005
Paine Webber January 1997 - 2000
Wertheim Schroder & Co 1994 - 1997
Brenner Securities January 1992 - January 1993
Skills
Excellent analytical..., Strong oral..., Equities, Hedge Funds, Investments, Alternative Investments, Private Equity, Investment Banking, Equity Research, Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Valuation, High Yield, Venture Capital, Securities, Equity Capital Markets, Mutual Funds, Finance, Emerging Markets, Investment Management, Fund Of Funds, Investment Strategies, Equity Valuation, Series 7, Asset Allocation, Investor Relations, Structured Finance, Asset Management
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Denison University
BA, Economics
Allan Balderama Allan Balderama's Merrill Lynch Experience October 2006 - April 2010
Job Business Banker at Flushing Bank
Industry Banking
Experience
Flushing Bank January 2014 - Present
JP Morgan Chase December 2009 - December 2012
Merrill Lynch October 2006 - April 2010
HSBC October 2005 - October 2006
Wachovia Bank November 1997 - June 2005
Skills
Credit, Mortgage Lending, Series 7, Commercial Lending, Banking, Certified Treasury..., Relationship Management
Education
Montclair State University 2000 — 2002
BS, Finance
De La Salle University
Flushing Bank January 2014 - Present
JP Morgan Chase December 2009 - December 2012
Merrill Lynch October 2006 - April 2010
HSBC October 2005 - October 2006
Wachovia Bank November 1997 - June 2005
Skills
Credit, Mortgage Lending, Series 7, Commercial Lending, Banking, Certified Treasury..., Relationship Management
Education
Montclair State University 2000 — 2002
BS, Finance
De La Salle University
Graham Oakes Graham Oakes's Merrill Lynch Experience 1995 - 1998
Job Messaging Lead at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase May 2006 - Present
IBM September 1994 - May 2006
Merrill Lynch 1995 - 1998
IBM September 1991 - September 1992
Skills
WebSphere MQ, WebSphere Message Broker, Solution Architecture
Education
De Montfort University 1993 — 1994
MSc, Mechatronics
Westcotes, Leicester
JPMorgan Chase May 2006 - Present
IBM September 1994 - May 2006
Merrill Lynch 1995 - 1998
IBM September 1991 - September 1992
Skills
WebSphere MQ, WebSphere Message Broker, Solution Architecture
Education
De Montfort University 1993 — 1994
MSc, Mechatronics
Westcotes, Leicester
Vishwas Setia Vishwas Setia's Merrill Lynch Experience June 2013 - August 2013
Job Associate, Healthcare Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Investment Banking and Capital Markets Club, Kellogg School of Management May 2013 - May 2014
Evanston Capital Management January 2014 - April 2014
Merrill Lynch June 2013 - August 2013
ZS Associates June 2009 - August 2012
Skills
Business Analysis, Management Consulting, Analytics, Sales Effectiveness, Project Management, Financial Modeling, Strategy, Finance, Financial Analysis, Corporate Finance, Valuation, Competitive Analysis, Business Strategy, Consulting, Business Analytics
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Analytical Finance
Delhi College of Engineering 2005 — 2009
Bachelor of Engineering (B.E.), Mechanical Engineering
Bal Bharti Public School
Bank of America Merrill Lynch July 2014 - Present
Investment Banking and Capital Markets Club, Kellogg School of Management May 2013 - May 2014
Evanston Capital Management January 2014 - April 2014
Merrill Lynch June 2013 - August 2013
ZS Associates June 2009 - August 2012
Skills
Business Analysis, Management Consulting, Analytics, Sales Effectiveness, Project Management, Financial Modeling, Strategy, Finance, Financial Analysis, Corporate Finance, Valuation, Competitive Analysis, Business Strategy, Consulting, Business Analytics
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Analytical Finance
Delhi College of Engineering 2005 — 2009
Bachelor of Engineering (B.E.), Mechanical Engineering
Bal Bharti Public School
Ken Smaga Ken Smaga's Merrill Lynch Experience 2008 - 2008
Job MBA Candidate at Indiana University Kelley School of Business
Industry Financial Services
Experience
Kelley School of Business July 2015 - Present
The Advisory Board Company November 2013 - June 2015
The Advisory Board Company January 2012 - October 2013
The Advisory Board Company January 2011 - December 2011
The Advisory Board Company March 2010 - December 2010
Cornerstone International Strategy Advisors LLC May 2009 - March 2010
Merrill Lynch 2008 - 2008
Skills
Business Development, Marketing Strategy, Product Development, Market Research, Business Strategy, Management Consulting, Strategic Planning, Project Management, Healthcare, Salesforce.com, Marketing, New Business Development, Economics, Sales, Consulting, Business Intelligence, Data Analysis, Leadership, Management, Process Improvement
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance and General Management
Denison University 2005 — 2009
BA, Economics and Political Science
Kelley School of Business July 2015 - Present
The Advisory Board Company November 2013 - June 2015
The Advisory Board Company January 2012 - October 2013
The Advisory Board Company January 2011 - December 2011
The Advisory Board Company March 2010 - December 2010
Cornerstone International Strategy Advisors LLC May 2009 - March 2010
Merrill Lynch 2008 - 2008
Skills
Business Development, Marketing Strategy, Product Development, Market Research, Business Strategy, Management Consulting, Strategic Planning, Project Management, Healthcare, Salesforce.com, Marketing, New Business Development, Economics, Sales, Consulting, Business Intelligence, Data Analysis, Leadership, Management, Process Improvement
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance and General Management
Denison University 2005 — 2009
BA, Economics and Political Science
Andrew Armour's Merrill Lynch Experience May 2009 - August 2009
Job AVP at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2014 - Present
U.S. Bank October 2013 - August 2014
AIB Capital Markets May 2012 - October 2013
Wells Fargo June 2010 - May 2012
Merrill Lynch May 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Finance, Banking, Capital Markets, Equities, Investments, Credit Analysis, Fixed Income, Portfolio Management, Credit, Commercial Banking, Valuation, Commercial Lending
Education
Denison University 2006 — 2010
Bachelor of Arts, Economics
U.S. Bank August 2014 - Present
U.S. Bank October 2013 - August 2014
AIB Capital Markets May 2012 - October 2013
Wells Fargo June 2010 - May 2012
Merrill Lynch May 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Financial Analysis, Finance, Banking, Capital Markets, Equities, Investments, Credit Analysis, Fixed Income, Portfolio Management, Credit, Commercial Banking, Valuation, Commercial Lending
Education
Denison University 2006 — 2010
Bachelor of Arts, Economics
Bharat Goyal Bharat Goyal's Merrill Lynch Experience September 2006 - January 2009
Job Vice President, Engineering at Zeta Interactive
Industry Computer Software
Experience
Grisaille AdTech Solutions Private Limited January 2015 - Present
Zeta Interactive April 2014 - Present
Zeta Interactive November 2013 - March 2014
Adchemy August 2012 - October 2013
Adchemy June 2009 - August 2012
Datalane Systems, Inc. January 2009 - June 2009
Merrill Lynch September 2006 - January 2009
Visa USA, Inc January 2005 - August 2006
Sabre Holdings, Inc June 2003 - August 2004
Navin Communications May 2001 - December 2001
Skills
Engineering Leadership, Technology Leadership, Team Building, Growing Teams, Technical Hiring, Agile Methodologies, Agile Project Management, Scrum, Change Management, Risk Management, Forecasting, Strategic Planning, Offshore Software..., Software Development, Software Design, Software Development..., SOAP, Domain Modeling, Java, Web Applications, Mentoring, SOA, Web Services, Java Enterprise Edition, Core Java, Architecture, Team Management, Team B, Hadoop, Big Data, Product Management, Project Management, Software Engineering, JavaScript, REST, Web Development, Design Patterns, Distributed Systems, Ant, Subversion, JSP, SQL, Perl, Hibernate, Oracle, Linux, SDLC
Education
University of California, Berkeley, Haas School of Business 2011 — 2014
Certificate of Business Excellence
The University of Texas at Dallas 2002 — 2004
MS, Computer Science
Indian Institute of Technology (I.I.T.) Delhi 2000 — 2001
Masters, Technology Management
Delhi College of Engineering 1996 — 2000
Engg, Mechanical Engineering
Grisaille AdTech Solutions Private Limited January 2015 - Present
Zeta Interactive April 2014 - Present
Zeta Interactive November 2013 - March 2014
Adchemy August 2012 - October 2013
Adchemy June 2009 - August 2012
Datalane Systems, Inc. January 2009 - June 2009
Merrill Lynch September 2006 - January 2009
Visa USA, Inc January 2005 - August 2006
Sabre Holdings, Inc June 2003 - August 2004
Navin Communications May 2001 - December 2001
Skills
Engineering Leadership, Technology Leadership, Team Building, Growing Teams, Technical Hiring, Agile Methodologies, Agile Project Management, Scrum, Change Management, Risk Management, Forecasting, Strategic Planning, Offshore Software..., Software Development, Software Design, Software Development..., SOAP, Domain Modeling, Java, Web Applications, Mentoring, SOA, Web Services, Java Enterprise Edition, Core Java, Architecture, Team Management, Team B, Hadoop, Big Data, Product Management, Project Management, Software Engineering, JavaScript, REST, Web Development, Design Patterns, Distributed Systems, Ant, Subversion, JSP, SQL, Perl, Hibernate, Oracle, Linux, SDLC
Education
University of California, Berkeley, Haas School of Business 2011 — 2014
Certificate of Business Excellence
The University of Texas at Dallas 2002 — 2004
MS, Computer Science
Indian Institute of Technology (I.I.T.) Delhi 2000 — 2001
Masters, Technology Management
Delhi College of Engineering 1996 — 2000
Engg, Mechanical Engineering
Christopher Larmoyeux Christopher Larmoyeux's Merrill Lynch Experience June 2009 - August 2009
Job Equity Research Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Citi May 2013 - March 2015
Cedar Hill Capital June 2011 - May 2013
Goldman Sachs June 2010 - August 2010
Bank of America September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Finance
Deerfield Academy 2004 — 2007
Goldman Sachs April 2015 - Present
Citi May 2013 - March 2015
Cedar Hill Capital June 2011 - May 2013
Goldman Sachs June 2010 - August 2010
Bank of America September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Finance
Deerfield Academy 2004 — 2007
Julie Barros Julie Barros's Merrill Lynch Experience October 2010 - July 2011
Job Financial Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Morgan Stanley September 2011 - February 2015
Merrill Lynch October 2010 - July 2011
Independent Consultant (self employed) November 2004 - August 2010
Hewlett-Packard November 2000 - March 2006
SSL (Space Systems Loral) February 1997 - October 2000
Skills
Employees
Education
San Jose State University 1994 — 1996
BS Business Administration / Finance, Business Management / Finance
De Anza College
Associate of Science (AS), Business/Commerce, General
Charles Schwab February 2015 - Present
Morgan Stanley September 2011 - February 2015
Merrill Lynch October 2010 - July 2011
Independent Consultant (self employed) November 2004 - August 2010
Hewlett-Packard November 2000 - March 2006
SSL (Space Systems Loral) February 1997 - October 2000
Skills
Employees
Education
San Jose State University 1994 — 1996
BS Business Administration / Finance, Business Management / Finance
De Anza College
Associate of Science (AS), Business/Commerce, General
Jayant Das Jayant Das's Merrill Lynch Experience November 2012 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch November 2012 - Present
American Express July 2011 - June 2012
Royal Bank of Scotland September 2009 - March 2011
CONVERGYS INDIA SERVICES PVT. LTD November 2004 - August 2007
GENERAL MOTORS INDIAAUTOVIKAS SALES & SERVICE PVT LTD December 2002 - November 2004
PRIME HONDA CAPITAL CARS July 2002 - September 2002
Skills
Banking Operations, International Marketing, Customer Service..., Automobile Engineering, Core Banking, Series 7, Series 6, Credit, Negotiation, Project Management
Education
De Montfort University 2007 — 2008
Masters of Business Administration, International Marketing and Customer Relations Management
Delhi University 1999 — 2002
Graduation degree; Bachelor of Arts
Merrill Lynch November 2012 - Present
American Express July 2011 - June 2012
Royal Bank of Scotland September 2009 - March 2011
CONVERGYS INDIA SERVICES PVT. LTD November 2004 - August 2007
GENERAL MOTORS INDIAAUTOVIKAS SALES & SERVICE PVT LTD December 2002 - November 2004
PRIME HONDA CAPITAL CARS July 2002 - September 2002
Skills
Banking Operations, International Marketing, Customer Service..., Automobile Engineering, Core Banking, Series 7, Series 6, Credit, Negotiation, Project Management
Education
De Montfort University 2007 — 2008
Masters of Business Administration, International Marketing and Customer Relations Management
Delhi University 1999 — 2002
Graduation degree; Bachelor of Arts
Daniel Rattigan, CFP® Daniel Rattigan, CFP®'s Merrill Lynch Experience April 2003 - April 2009
Job Vice President of Investments at UBS Financial
Industry Financial Services
Experience
UBS Financial January 2009 - Present
Fisherman's Mark January 2006 - Present
Upper Makefield Township January 2006 - Present
Merrill Lynch April 2003 - April 2009
Prudential Securities January 2000 - April 2003
Skills
Strategic Financial..., Securities
Education
Delaware Valley University 1983 — 1986
Business
Pennsbury high school 1980 — 1980
Pennsbury high school 1979 — 1980
UBS Financial January 2009 - Present
Fisherman's Mark January 2006 - Present
Upper Makefield Township January 2006 - Present
Merrill Lynch April 2003 - April 2009
Prudential Securities January 2000 - April 2003
Skills
Strategic Financial..., Securities
Education
Delaware Valley University 1983 — 1986
Business
Pennsbury high school 1980 — 1980
Pennsbury high school 1979 — 1980
Vijay Kasarabada Vijay Kasarabada's Merrill Lynch Experience September 2003 - March 2007
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock April 2007 - Present
Merrill Lynch September 2003 - March 2007
Citigroup September 2002 - September 2003
Goldman Sachs June 2000 - September 2002
Skills
FX Options, Asset Management, IT Strategy, Management, Prime Brokerage, Project Management, Strategy, Trading, Swaps, Capital Markets, Derivatives, Equities, Equity Derivatives, Financial Markets, Fixed Income, Investment Banking, Options, Risk Management, Financial Services, Finance
Education
Rutgers University-New Brunswick 2008 — 2010
MBA, Finance and Business Strategy
Rohilkhand University 1993 — 1997
B.S, Computer Science
Delhi Public School - R. K. Puram
BlackRock April 2007 - Present
Merrill Lynch September 2003 - March 2007
Citigroup September 2002 - September 2003
Goldman Sachs June 2000 - September 2002
Skills
FX Options, Asset Management, IT Strategy, Management, Prime Brokerage, Project Management, Strategy, Trading, Swaps, Capital Markets, Derivatives, Equities, Equity Derivatives, Financial Markets, Fixed Income, Investment Banking, Options, Risk Management, Financial Services, Finance
Education
Rutgers University-New Brunswick 2008 — 2010
MBA, Finance and Business Strategy
Rohilkhand University 1993 — 1997
B.S, Computer Science
Delhi Public School - R. K. Puram
John Pederson, CFA, CMT John Pederson, CFA, CMT's Merrill Lynch Experience 2006 - 2008
Job
Industry Investment Management
Experience
Institutional Investment Management Solutions, LLC January 2012 - Present
Credit Suisse Securities LLC July 2008 - November 2011
Merrill Lynch 2006 - 2008
Smith Barney 1993 - 2006
Education
Denison University Ohio, USA
Bachelor of Arts (BA), Economics
EDHEC Risk Institute London, UK
Global Markets Training London, UK
Institutional Investment Management Solutions, LLC January 2012 - Present
Credit Suisse Securities LLC July 2008 - November 2011
Merrill Lynch 2006 - 2008
Smith Barney 1993 - 2006
Education
Denison University Ohio, USA
Bachelor of Arts (BA), Economics
EDHEC Risk Institute London, UK
Global Markets Training London, UK
Greg Molfino Greg Molfino's Merrill Lynch Experience September 2012 - March 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Merrill Lynch September 2012 - March 2014
Wells Fargo 2007 - 2012
Wells Fargo June 2005 - December 2006
Kona Country Club August 1996 - December 2002
Skills
Retirement Planning, Investments, Securities, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Life Insurance, High Net Worth..., Health Insurance, Annuity Sales, Financial Services
Education
Delhi School of Economics 1992 — 1992
Research Internship, Cultural Anthropology
UC Berkeley 1992 — 1992
Research Internship, Cultural Anthropology
Hawaii Pacific University 1988 — 1992
Bachelor of Science (BS), Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo Advisors July 2014 - Present
Merrill Lynch September 2012 - March 2014
Wells Fargo 2007 - 2012
Wells Fargo June 2005 - December 2006
Kona Country Club August 1996 - December 2002
Skills
Retirement Planning, Investments, Securities, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Life Insurance, High Net Worth..., Health Insurance, Annuity Sales, Financial Services
Education
Delhi School of Economics 1992 — 1992
Research Internship, Cultural Anthropology
UC Berkeley 1992 — 1992
Research Internship, Cultural Anthropology
Hawaii Pacific University 1988 — 1992
Bachelor of Science (BS), Liberal Arts and Sciences, General Studies and Humanities
Diane Chu-Kidd's Merrill Lynch Experience 2004 - 2004
Job Forecast Analyst, Procurement, The Kroger Co.
Industry Retail
Experience
Kroger August 2014 - Present
Quality Associates, Inc. 2013 - August 2014
Quality Associates, Inc. 2009 - 2013
Quality Associates, Inc 2004 - 2009
Merrill Lynch 2004 - 2004
Wells Fargo 2002 - 2004
Wells Fargo 1999 - 2002
Limited Brands 1999 - 2002
Skills
Sales, Management, Portfolio Management, Credit, Finance, Account Management, Purchase Management, Forecasting, Team Leadership, Innovation Management, Innovation Development, Pricing, Microsoft Excel, Microsoft Office, Communication, Competitive Analysis, Pricing Analysis, Bid Pricing, Program Management, Manufacturing, Training, Accounting, Customer Service, Team Building, Business Planning, Business Process..., Financial Analysis, PowerPoint, Investments, Financial Reporting, Loans, SAP, Payroll, Accounts Receivable, Accounts Payable, Financial Accounting, New Business Development
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Corporate Finance
De Anza College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General & Mathematics, Cum Laude Graduate
Kroger August 2014 - Present
Quality Associates, Inc. 2013 - August 2014
Quality Associates, Inc. 2009 - 2013
Quality Associates, Inc 2004 - 2009
Merrill Lynch 2004 - 2004
Wells Fargo 2002 - 2004
Wells Fargo 1999 - 2002
Limited Brands 1999 - 2002
Skills
Sales, Management, Portfolio Management, Credit, Finance, Account Management, Purchase Management, Forecasting, Team Leadership, Innovation Management, Innovation Development, Pricing, Microsoft Excel, Microsoft Office, Communication, Competitive Analysis, Pricing Analysis, Bid Pricing, Program Management, Manufacturing, Training, Accounting, Customer Service, Team Building, Business Planning, Business Process..., Financial Analysis, PowerPoint, Investments, Financial Reporting, Loans, SAP, Payroll, Accounts Receivable, Accounts Payable, Financial Accounting, New Business Development
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Corporate Finance
De Anza College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General & Mathematics, Cum Laude Graduate
Anita.C Sharma Anita.C Sharma's Merrill Lynch Experience June 2014 - Present
Job Senior UIUX Designer/ Art Direction Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Skills
User Interface Design, Web Design, Creative Direction, User Experience Design, Mobile Advertising, Responsive Design, Social Media Marketing, Usability Testing, Web Development, SEO, Interactive Marketing, Advertising, User Experience, Online Advertising, Information Architecture, Social Media, SEM, Interaction Design, User-centered Design, Graphic Design, Marketing Strategy, Social Media Strategist
Education
Massachusetts College of Art and Design 2001 — 2004
BFA
Delhi University 1995 — 1997
Bachelor of arts
Merrill Lynch June 2014 - Present
Skills
User Interface Design, Web Design, Creative Direction, User Experience Design, Mobile Advertising, Responsive Design, Social Media Marketing, Usability Testing, Web Development, SEO, Interactive Marketing, Advertising, User Experience, Online Advertising, Information Architecture, Social Media, SEM, Interaction Design, User-centered Design, Graphic Design, Marketing Strategy, Social Media Strategist
Education
Massachusetts College of Art and Design 2001 — 2004
BFA
Delhi University 1995 — 1997
Bachelor of arts
Morgan Munizza Morgan Munizza's Merrill Lynch Experience May 2008 - August 2008
Job Real Estate & Facilities Analyst at Northrop Grumman
Industry Real Estate
Experience
Northrop Grumman Corporation June 2015 - Present
Northrop Grumman Corporation June 2013 - June 2015
Northrop Grumman Corporation December 2012 - June 2013
Northrop Grumman Corporation August 2011 - November 2012
Northrop Grumman Corporation May 2011 - August 2011
Merrill Lynch May 2008 - August 2008
Skills
SAP, Microsoft Office, Mathematics, Logistics, Microsoft Excel, Microsoft Word, Budgets, Teamwork, PowerPoint, Management, Financial Analysis, Access, Negotiation, Customer Service, Outlook, Team Building, Strategic Planning, Accounting, Business Analysis, Invoicing, Data Analysis, Earned Value Management
Education
Robert Morris University 2006 — 2011
BSBA, Finance
Deakin University 2010 — 2010
Northrop Grumman Corporation June 2015 - Present
Northrop Grumman Corporation June 2013 - June 2015
Northrop Grumman Corporation December 2012 - June 2013
Northrop Grumman Corporation August 2011 - November 2012
Northrop Grumman Corporation May 2011 - August 2011
Merrill Lynch May 2008 - August 2008
Skills
SAP, Microsoft Office, Mathematics, Logistics, Microsoft Excel, Microsoft Word, Budgets, Teamwork, PowerPoint, Management, Financial Analysis, Access, Negotiation, Customer Service, Outlook, Team Building, Strategic Planning, Accounting, Business Analysis, Invoicing, Data Analysis, Earned Value Management
Education
Robert Morris University 2006 — 2011
BSBA, Finance
Deakin University 2010 — 2010
Greg Coverdale, MBA, CFP®'s Merrill Lynch Experience May 2003 - October 2010
Job Entrepreneur and Investor
Industry Financial Services
Experience
Civitas Partners October 2010 - May 2015
Merrill Lynch May 2003 - October 2010
TD Waterhouse Investor Services January 2002 - May 2003
Morgan Stanley April 2000 - December 2001
Chase Manhattan Bank August 1999 - April 2000
J.P. Morgan June 1999 - August 1999
Bank of New York May 1998 - August 1998
PNC Bank May 1997 - August 1997
Chase Manhattan Bank May 1996 - August 1996
First USA Bank September 1994 - August 1995
Skills
Financial Modeling, International Business, Executive Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Alternative Investments, Securities, Valuation, Bonds, Banking, Asset Management, Credit, Leadership
Education
Delaware State University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Investment Banking Institute 2008 — 2008
Certificate, Investment Banking
Delaware State University 1995 — 1999
Bachelor of Science, Business Administration
William Penn High School 1991 — 1994
Diploma, Business
Civitas Partners October 2010 - May 2015
Merrill Lynch May 2003 - October 2010
TD Waterhouse Investor Services January 2002 - May 2003
Morgan Stanley April 2000 - December 2001
Chase Manhattan Bank August 1999 - April 2000
J.P. Morgan June 1999 - August 1999
Bank of New York May 1998 - August 1998
PNC Bank May 1997 - August 1997
Chase Manhattan Bank May 1996 - August 1996
First USA Bank September 1994 - August 1995
Skills
Financial Modeling, International Business, Executive Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Alternative Investments, Securities, Valuation, Bonds, Banking, Asset Management, Credit, Leadership
Education
Delaware State University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Investment Banking Institute 2008 — 2008
Certificate, Investment Banking
Delaware State University 1995 — 1999
Bachelor of Science, Business Administration
William Penn High School 1991 — 1994
Diploma, Business
Robby Gupta Robby Gupta's Merrill Lynch Experience 2006 - 2007
Job Head US Operations at TechJini Inc.
Industry Information Technology and Services
Experience
TechJini Inc. July 2013 - Present
Barclays Wealth July 2010 - June 2013
CGI April 2009 - July 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers March 2007 - September 2008
Data Inc February 2005 - March 2007
Merrill Lynch 2006 - 2007
Geometric Ltd. October 2002 - February 2005
Hewlett-Packard 2003 - 2005
ITC Infotech Ltd. March 2001 - October 2002
Skills
QlikView, Java, Weblogic, .NET, Informatica, Oracle, DB2, PL/SQL, Software Project..., Requirements Analysis, Perl, Solution Architecture, Business Development, Tomcat, Integration, IT Service Management, SDLC, Business Objects, SQL Server, C#, Sybase, SOA, VB.NET, VSTO, Project, Mobile Applications, iOS development, Android Development, Business Intelligence, SSIS, SSAS 2008, Data Warehousing, TIBCO Rendezvous, Databases, Cloud Computing, Web Services, Mobile Devices, Enterprise Architecture, Data Migration, ETL, Microsoft SQL Server, WebLogic, Business Analysis, SQL, Consulting, Management, Agile Methodologies, Java Enterprise Edition, Leadership, Software Development
Education
Delhi College of Engineering 1996 — 2000
Bachelor of Engineering
Delhi University 1996 — 2000
Engineer's Degree
Sawan Public School
TechJini Inc. July 2013 - Present
Barclays Wealth July 2010 - June 2013
CGI April 2009 - July 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers March 2007 - September 2008
Data Inc February 2005 - March 2007
Merrill Lynch 2006 - 2007
Geometric Ltd. October 2002 - February 2005
Hewlett-Packard 2003 - 2005
ITC Infotech Ltd. March 2001 - October 2002
Skills
QlikView, Java, Weblogic, .NET, Informatica, Oracle, DB2, PL/SQL, Software Project..., Requirements Analysis, Perl, Solution Architecture, Business Development, Tomcat, Integration, IT Service Management, SDLC, Business Objects, SQL Server, C#, Sybase, SOA, VB.NET, VSTO, Project, Mobile Applications, iOS development, Android Development, Business Intelligence, SSIS, SSAS 2008, Data Warehousing, TIBCO Rendezvous, Databases, Cloud Computing, Web Services, Mobile Devices, Enterprise Architecture, Data Migration, ETL, Microsoft SQL Server, WebLogic, Business Analysis, SQL, Consulting, Management, Agile Methodologies, Java Enterprise Edition, Leadership, Software Development
Education
Delhi College of Engineering 1996 — 2000
Bachelor of Engineering
Delhi University 1996 — 2000
Engineer's Degree
Sawan Public School
Alex Nephew's Merrill Lynch Experience 1997 - 2000
Job CoFounder at 7Park Data
Industry Information Services
Experience
7Park Data October 2012 - Present
ITG November 2010 - August 2012
Majestic Research May 2006 - October 2010
Datamonitor 2001 - 2006
HotSocket 2000 - 2001
Merrill Lynch 1997 - 2000
Education
Denison University 1993 — 1997
B.A., Economics
7Park Data October 2012 - Present
ITG November 2010 - August 2012
Majestic Research May 2006 - October 2010
Datamonitor 2001 - 2006
HotSocket 2000 - 2001
Merrill Lynch 1997 - 2000
Education
Denison University 1993 — 1997
B.A., Economics
Alex Kleiner Alex Kleiner's Merrill Lynch Experience July 2008 - June 2010
Job Vice President at Vector Capital
Industry Venture Capital & Private Equity
Experience
Vector Capital June 2010 - Present
OpenView Venture Partners June 2013 - August 2013
Merrill Lynch July 2008 - June 2010
Skills
Private Equity, Investment Banking, Mergers, Valuation, Financial Modeling, Due Diligence, LBO, Investments, Financial Analysis, M&A experience, Mergers & Acquisitions, Business Valuation, Finance
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2004 — 2008
B.A., History
Deerfield Academy 2000 — 2004
Vector Capital June 2010 - Present
OpenView Venture Partners June 2013 - August 2013
Merrill Lynch July 2008 - June 2010
Skills
Private Equity, Investment Banking, Mergers, Valuation, Financial Modeling, Due Diligence, LBO, Investments, Financial Analysis, M&A experience, Mergers & Acquisitions, Business Valuation, Finance
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2004 — 2008
B.A., History
Deerfield Academy 2000 — 2004
Hector Mariscal, CDFM, CFE Hector Mariscal, CDFM, CFE's Merrill Lynch Experience October 2010 - December 2010
Job Financial Management Analyst, U.S. Navy
Industry Government Administration
Experience
US Navy September 2013 - Present
Army National Guard-Washington, DC January 2010 - Present
DELTA Resources Inc. July 2013 - September 2013
Spry Methods, Inc. May 2012 - June 2013
Aronson LLC February 2012 - April 2012
Merrill Lynch October 2010 - December 2010
Merrill Lynch January 2010 - October 2010
Leff and Salem CPA May 2009 - July 2009
U.S. Army July 2001 - August 2005
Skills
Analysis, Military, Access, Management, Process Improvement, Leadership, Microsoft Excel, Government, Microsoft Office, DoD, Team Leadership, Financial Analysis, Finance, Operational Planning, PowerPoint, Accounting, Human Resources, Strategic Planning, Customer Service, Data Analysis, Program Management, Military Operations, Public Speaking, Risk Management, Strategy, Logistics, Army, Military Experience, Spanish, Microsoft Word, Financial Modeling, Policy, Outlook, Financial Reporting, Internal Controls, Security Clearance, Navy, Trend Analysis, Earned Value Management, Scheduling, Microsoft Project, Defense Acquisition
Education
The Johns Hopkins University 2015 — 2018
Master's degree, Systems Engineering, N/A
Defense Acquisition University 2013 — 2015
Professional Certifications, Finance and Financial Management Services, 4.0
US Army Financial Management School 2011 — 2011
Financial Management, Goverment Accounting, Acquisitions, Budget Analysis, Cost Management and Analysis
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachlors of Arts, Political Science
US Navy September 2013 - Present
Army National Guard-Washington, DC January 2010 - Present
DELTA Resources Inc. July 2013 - September 2013
Spry Methods, Inc. May 2012 - June 2013
Aronson LLC February 2012 - April 2012
Merrill Lynch October 2010 - December 2010
Merrill Lynch January 2010 - October 2010
Leff and Salem CPA May 2009 - July 2009
U.S. Army July 2001 - August 2005
Skills
Analysis, Military, Access, Management, Process Improvement, Leadership, Microsoft Excel, Government, Microsoft Office, DoD, Team Leadership, Financial Analysis, Finance, Operational Planning, PowerPoint, Accounting, Human Resources, Strategic Planning, Customer Service, Data Analysis, Program Management, Military Operations, Public Speaking, Risk Management, Strategy, Logistics, Army, Military Experience, Spanish, Microsoft Word, Financial Modeling, Policy, Outlook, Financial Reporting, Internal Controls, Security Clearance, Navy, Trend Analysis, Earned Value Management, Scheduling, Microsoft Project, Defense Acquisition
Education
The Johns Hopkins University 2015 — 2018
Master's degree, Systems Engineering, N/A
Defense Acquisition University 2013 — 2015
Professional Certifications, Finance and Financial Management Services, 4.0
US Army Financial Management School 2011 — 2011
Financial Management, Goverment Accounting, Acquisitions, Budget Analysis, Cost Management and Analysis
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachlors of Arts, Political Science
Ben Chou Ben Chou's Merrill Lynch Experience 1994 - 1994
Job Builder and Cultivator of mutually beneficial and value added relationships via Business Development
Industry Financial Services
Experience
RSR Partners November 2014 - Present
Opportune Impact Group 2012 - Present
Total Beauty Media, Inc. July 2013 - March 2015
C2FO/Pollenware June 2012 - 2013
The Surgery Insider 2005 - 2011
Whiteboard Advisory 1998 - 2005
Parsons 2001 - 2002
ING Barings Capital Corporation 1996 - 1998
Merrill Lynch 1994 - 1994
The Prudential Realty Group 1991 - 1993
Skills
New Business Development, Joint Ventures, Building Alliances, Alliances, Entrepreneur, Due Diligence, Start-ups, Divestitures, Business Planning, Healthcare, Strategy Development, Negotiation, Social Media, Entrepreneurship, Product Marketing, Mergers & Acquisitions, Strategy, Venture Capital, Product Management, Social Networking, Strategic Planning, Business Strategy, Financial Modeling, Social Media Marketing, Private Equity, Competitive Analysis, Market Analysis, Online Marketing, Strategic Partnerships, Business Development, Management, Valuation, Marketing, Executive Management, Enterprise Software, Finance, Marketing Strategy, Market Research, Investments, SEO, Sales, Analysis, Corporate Development, Portfolio Management
Education
Deerfield Academy
Diploma, General Studies
Northwestern University - Kellogg School of Management
MBA, Finance and Organizational Behavior
University of California, Los Angeles
BS, Mechanical Engineering
RSR Partners November 2014 - Present
Opportune Impact Group 2012 - Present
Total Beauty Media, Inc. July 2013 - March 2015
C2FO/Pollenware June 2012 - 2013
The Surgery Insider 2005 - 2011
Whiteboard Advisory 1998 - 2005
Parsons 2001 - 2002
ING Barings Capital Corporation 1996 - 1998
Merrill Lynch 1994 - 1994
The Prudential Realty Group 1991 - 1993
Skills
New Business Development, Joint Ventures, Building Alliances, Alliances, Entrepreneur, Due Diligence, Start-ups, Divestitures, Business Planning, Healthcare, Strategy Development, Negotiation, Social Media, Entrepreneurship, Product Marketing, Mergers & Acquisitions, Strategy, Venture Capital, Product Management, Social Networking, Strategic Planning, Business Strategy, Financial Modeling, Social Media Marketing, Private Equity, Competitive Analysis, Market Analysis, Online Marketing, Strategic Partnerships, Business Development, Management, Valuation, Marketing, Executive Management, Enterprise Software, Finance, Marketing Strategy, Market Research, Investments, SEO, Sales, Analysis, Corporate Development, Portfolio Management
Education
Deerfield Academy
Diploma, General Studies
Northwestern University - Kellogg School of Management
MBA, Finance and Organizational Behavior
University of California, Los Angeles
BS, Mechanical Engineering
Kristin Lup Young Kristin Lup Young's Merrill Lynch Experience April 2011 - Present
Job Private Banking & Investment Services at Merrill Lynch/Bank of America
Industry Financial Services
Experience
Merrill Lynch/Bank of America September 2013 - Present
Merrill Lynch April 2011 - Present
Merrill Lynch August 2010 - April 2011
Merrill Lynch July 2008 - August 2010
Skills
Investments, Equities, Customer Service, Financial Services, Microsoft Office, Risk Management
Education
Delaware Valley College 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Mercer County Community College
Merrill Lynch/Bank of America September 2013 - Present
Merrill Lynch April 2011 - Present
Merrill Lynch August 2010 - April 2011
Merrill Lynch July 2008 - August 2010
Skills
Investments, Equities, Customer Service, Financial Services, Microsoft Office, Risk Management
Education
Delaware Valley College 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Mercer County Community College
Kara Fecanin Kara Fecanin's Merrill Lynch Experience June 2012 - Present
Job Student at Delaware Valley College
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Delaware Valley College September 2011 - May 2013
Bergen County Board of Chosen Freeholders June 2010 - August 2011
Skills
Software Documentation, Access, Microsoft Office, Morningstar, Recruiting, Event Management, Process Scheduler, PowerPoint, Research, Public Speaking, Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Word, Salesforce.com, Retirement Planning, Estate Planning, Investments
Education
Delaware Valley College 2009 — 2013
Bachelor of Science (B.S.), Financial Services
Rutherford High School 2005 — 2009
Merrill Lynch June 2012 - Present
Delaware Valley College September 2011 - May 2013
Bergen County Board of Chosen Freeholders June 2010 - August 2011
Skills
Software Documentation, Access, Microsoft Office, Morningstar, Recruiting, Event Management, Process Scheduler, PowerPoint, Research, Public Speaking, Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Word, Salesforce.com, Retirement Planning, Estate Planning, Investments
Education
Delaware Valley College 2009 — 2013
Bachelor of Science (B.S.), Financial Services
Rutherford High School 2005 — 2009
Cyrus Wittig Cyrus Wittig's Merrill Lynch Experience May 2011 - August 2011
Job Student at SewaneeThe University of the South
Industry Banking
Experience
Cambridge Associates June 2013 - August 2013
Tuck School of Business at Dartmouth College July 2012 - August 2012
NFL Players Association May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Education
Sewanee-The University of the South 2010 — 2014
Bachelor of Arts (BA), Economics
Deerfield Academy 2006 — 2010
Cambridge Associates June 2013 - August 2013
Tuck School of Business at Dartmouth College July 2012 - August 2012
NFL Players Association May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Education
Sewanee-The University of the South 2010 — 2014
Bachelor of Arts (BA), Economics
Deerfield Academy 2006 — 2010
Nick Shin Nick Shin's Merrill Lynch Experience May 2008 - August 2008
Job Office Assistant at FoodCo Distributors Inc
Industry Food & Beverages
Experience
Blooming Star Media LLC August 2013 - Present
Colebrooke Capital Ventures, LLC. August 2010 - November 2011
New York State Psychiatric Institute August 2009 - July 2010
Merrill Lynch May 2008 - August 2008
GunnAllen Financial October 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Data Entry, Social Media, Teamwork, Copywriting, SEO, Digital Marketing, Online Advertising
Education
Baruch 2008 — 2011
Bachelor of Arts (B.A.), Economics, 3.2
De Anza College 2001 — 2003
Associate of Computer Science, Computer Science, 3.6
Blooming Star Media LLC August 2013 - Present
Colebrooke Capital Ventures, LLC. August 2010 - November 2011
New York State Psychiatric Institute August 2009 - July 2010
Merrill Lynch May 2008 - August 2008
GunnAllen Financial October 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Data Entry, Social Media, Teamwork, Copywriting, SEO, Digital Marketing, Online Advertising
Education
Baruch 2008 — 2011
Bachelor of Arts (B.A.), Economics, 3.2
De Anza College 2001 — 2003
Associate of Computer Science, Computer Science, 3.6
Raman Kumar Raman Kumar's Merrill Lynch Experience September 2008 - July 2009
Job Senior Consultant, Cognizant Business Consulting
Industry Management Consulting
Experience
Cognizant Technology Solutions December 2012 - Present
Cognizant Technology Solutions July 2011 - December 2012
Price Waterhouse Coopers June 2010 - August 2010
Merrill Lynch September 2008 - July 2009
Headstrong January 2004 - July 2009
Agilent Technologies 2005 - 2008
Skills
Business Analysis, Requirements Analysis, SDLC, Financial Modeling, Business Intelligence, Software Project..., Analytics, Data Analysis, IT Strategy, Business Analytics, Business Process..., Management Consulting, Solution Architecture, Program Management, Requirements Gathering, Data Modeling, SOA, Valuation, SQL, Consulting, Java Enterprise Edition, Strategy, Enterprise Architecture, PMO, Business Process Design, Pre-sales
Education
University of Rochester - Simon Business School 2009 — 2011
MBA, Strategy, Finance
Institute of Management Technology, Ghaziabad 2001 — 2004
MCA, Computer Science
Delhi University 1998 — 2001
B.Sc(Hons), Statistics
TAFS 1989 — 1998
Cognizant Technology Solutions December 2012 - Present
Cognizant Technology Solutions July 2011 - December 2012
Price Waterhouse Coopers June 2010 - August 2010
Merrill Lynch September 2008 - July 2009
Headstrong January 2004 - July 2009
Agilent Technologies 2005 - 2008
Skills
Business Analysis, Requirements Analysis, SDLC, Financial Modeling, Business Intelligence, Software Project..., Analytics, Data Analysis, IT Strategy, Business Analytics, Business Process..., Management Consulting, Solution Architecture, Program Management, Requirements Gathering, Data Modeling, SOA, Valuation, SQL, Consulting, Java Enterprise Edition, Strategy, Enterprise Architecture, PMO, Business Process Design, Pre-sales
Education
University of Rochester - Simon Business School 2009 — 2011
MBA, Strategy, Finance
Institute of Management Technology, Ghaziabad 2001 — 2004
MCA, Computer Science
Delhi University 1998 — 2001
B.Sc(Hons), Statistics
TAFS 1989 — 1998
Justin Nauer Justin Nauer's Merrill Lynch Experience June 2005 - August 2005
Job Refining Application Analyst at Phillips 66
Industry Information Technology and Services
Experience
Phillips 66 April 2013 - Present
Phillips 66 May 2012 - April 2013
ConocoPhillips August 2009 - May 2012
ConocoPhillips June 2009 - August 2009
ConocoPhillips May 2008 - August 2008
MicroAge January 2008 - August 2008
Vertafore December 2006 - November 2007
Christ The King Catholic School and Church August 2005 - August 2006
Merrill Lynch June 2005 - August 2005
Richline Technical Services June 2004 - December 2004
Skills
SQL, Project Management, Software Documentation, Microsoft Office, SharePoint, Microsoft SQL Server, Troubleshooting, Business Analysis, Analysis, Leadership
Education
Texas A&M University 2006 — 2009
Bachelor's in Information and Operations Management, Management Information Systems, General
Texas A&M University - Mays Business School 2006 — 2009
Information and Operations Management, Management Information Systems
Del Mar College 2002 — 2006
Associate's Degree, Network Support
Phillips 66 April 2013 - Present
Phillips 66 May 2012 - April 2013
ConocoPhillips August 2009 - May 2012
ConocoPhillips June 2009 - August 2009
ConocoPhillips May 2008 - August 2008
MicroAge January 2008 - August 2008
Vertafore December 2006 - November 2007
Christ The King Catholic School and Church August 2005 - August 2006
Merrill Lynch June 2005 - August 2005
Richline Technical Services June 2004 - December 2004
Skills
SQL, Project Management, Software Documentation, Microsoft Office, SharePoint, Microsoft SQL Server, Troubleshooting, Business Analysis, Analysis, Leadership
Education
Texas A&M University 2006 — 2009
Bachelor's in Information and Operations Management, Management Information Systems, General
Texas A&M University - Mays Business School 2006 — 2009
Information and Operations Management, Management Information Systems
Del Mar College 2002 — 2006
Associate's Degree, Network Support
Deep Sen Deep Sen's Merrill Lynch Experience May 2012 - August 2012
Job Business Relationship Manager at Whirlpool Corporation
Industry Consumer Goods
Experience
Whirlpool Corporation November 2014 - Present
Whirlpool Corporation March 2014 - October 2014
Whirlpool Corporation June 2013 - March 2014
Purdue University February 2012 - April 2013
Merrill Lynch May 2012 - August 2012
Infosys Technologies Limited April 2010 - June 2011
Infosys Technologies Limited January 2010 - April 2010
Infosys Technologies Ltd April 2009 - April 2010
Infosys Technologies Ltd July 2006 - March 2009
Skills
Business Analysis, Requirements Analysis, Project Management, SDLC, Cross-functional Team..., Software Project..., Quality Assurance, Business Process, Microsoft Excel, Visio, Valuation, Data Analysis, Microsoft Office, IT Strategy, Analysis, Bloomberg Terminal, Microsoft Word, Microsoft SQL Server, CRM, Asset Management, Wealth Management, Corporate Finance, Team Management, Performance Improvement, Management, Leadership, .NET, Excel macros, Dot Net, Cross Functional team..., RFP, Vendor Management, Vendor Negotiation, Planning Budgeting &..., Change Management, Business Process...
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Finance and Strategy
M.S. Ramaiah Institute Of Technology 2002 — 2006
Engineer's Degree, Instrumentation Technology
Delhi Public School - R. K. Puram 1988 — 2002
High School
Whirlpool Corporation November 2014 - Present
Whirlpool Corporation March 2014 - October 2014
Whirlpool Corporation June 2013 - March 2014
Purdue University February 2012 - April 2013
Merrill Lynch May 2012 - August 2012
Infosys Technologies Limited April 2010 - June 2011
Infosys Technologies Limited January 2010 - April 2010
Infosys Technologies Ltd April 2009 - April 2010
Infosys Technologies Ltd July 2006 - March 2009
Skills
Business Analysis, Requirements Analysis, Project Management, SDLC, Cross-functional Team..., Software Project..., Quality Assurance, Business Process, Microsoft Excel, Visio, Valuation, Data Analysis, Microsoft Office, IT Strategy, Analysis, Bloomberg Terminal, Microsoft Word, Microsoft SQL Server, CRM, Asset Management, Wealth Management, Corporate Finance, Team Management, Performance Improvement, Management, Leadership, .NET, Excel macros, Dot Net, Cross Functional team..., RFP, Vendor Management, Vendor Negotiation, Planning Budgeting &..., Change Management, Business Process...
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Finance and Strategy
M.S. Ramaiah Institute Of Technology 2002 — 2006
Engineer's Degree, Instrumentation Technology
Delhi Public School - R. K. Puram 1988 — 2002
High School
Vipin Singh, CFA, FRM's Merrill Lynch Experience May 2007 - August 2007
Job Corporate Treasury | Risk Management | Liquidity | Asset Liability Management
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
General Motors December 2010 - January 2012
General Motors Co. June 2009 - November 2010
General Motors Co. June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Scholastic October 2004 - June 2006
Teleperformance April 2002 - August 2004
GE May 1999 - February 2002
Skills
Financial Modeling, Valuation, Capital Markets, Treasury Management, Financial Analysis, Investment Banking, Portfolio Management, Derivatives, Due Diligence, Cash, Cash Management, Corporate Finance, Investments, Risk Management, Fixed Income, Financial Reporting, Financial Markets, Finance, Investment Management, Fixed Income Trading, Distressed Debt, Foreign Exchange Hedging, Credit Risk Management, People Management, Working Capital..., Industry Analysis, Trading, Funding, Restructuring, Financial Planning, Financial Management, Equity Research, Emerging Markets, Cash Flow, Business Valuation, Capital Structure, Cash Flow Forecasting, Corporate Treasury, Credit Analysis, Structuring, Basel III, LCR, Dodd-Frank, Contingency Planning, Liquidity Risk, CCAR, Funds Transfer Pricing, CVA, Treasury, Financial Risk
Education
Coursera (MOOC) - Several Institutions 2014 — 2014
Certificates, Quantitative Topics in Finance and Economics
CFA Institute 2010 — 2013
CFA, Finance
Global Association of Risk Professionals 2012 — 2012
Financial Risk Manager, Risk Management
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA, Finance, Accounting, Strategy
Delhi University 1996 — 1999
Bachelor of Commerce, Accounting
Institute of Hotel Management, Pusa, New Delhi 1996 — 1999
Diploma in Hotel Management, Hospitality Management & Nutrition
Tagore International School, Vasant Vihar, New Delhi, India 1982 — 1996
AISSCE, Biology, Mathematics
Morgan Stanley March 2012 - Present
General Motors December 2010 - January 2012
General Motors Co. June 2009 - November 2010
General Motors Co. June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Scholastic October 2004 - June 2006
Teleperformance April 2002 - August 2004
GE May 1999 - February 2002
Skills
Financial Modeling, Valuation, Capital Markets, Treasury Management, Financial Analysis, Investment Banking, Portfolio Management, Derivatives, Due Diligence, Cash, Cash Management, Corporate Finance, Investments, Risk Management, Fixed Income, Financial Reporting, Financial Markets, Finance, Investment Management, Fixed Income Trading, Distressed Debt, Foreign Exchange Hedging, Credit Risk Management, People Management, Working Capital..., Industry Analysis, Trading, Funding, Restructuring, Financial Planning, Financial Management, Equity Research, Emerging Markets, Cash Flow, Business Valuation, Capital Structure, Cash Flow Forecasting, Corporate Treasury, Credit Analysis, Structuring, Basel III, LCR, Dodd-Frank, Contingency Planning, Liquidity Risk, CCAR, Funds Transfer Pricing, CVA, Treasury, Financial Risk
Education
Coursera (MOOC) - Several Institutions 2014 — 2014
Certificates, Quantitative Topics in Finance and Economics
CFA Institute 2010 — 2013
CFA, Finance
Global Association of Risk Professionals 2012 — 2012
Financial Risk Manager, Risk Management
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA, Finance, Accounting, Strategy
Delhi University 1996 — 1999
Bachelor of Commerce, Accounting
Institute of Hotel Management, Pusa, New Delhi 1996 — 1999
Diploma in Hotel Management, Hospitality Management & Nutrition
Tagore International School, Vasant Vihar, New Delhi, India 1982 — 1996
AISSCE, Biology, Mathematics
Preeti Batra Preeti Batra's Merrill Lynch Experience April 2008 - March 2009
Job at Wells Fargo
Industry Financial Services
Experience
home November 2011 - Present
Wells Fargo January 2011 - August 2011
Raymond James March 2009 - March 2011
Merrill Lynch April 2008 - March 2009
O'Brien Industries March 2006 - December 2006
Moore Wealth Inc. January 2005 - December 2005
Education
Indian Institute of Technology, Roorkee 2001 — 2003
MBA, Finance and IT
Delhi University 1997 — 2000
B.Sc., Physics
DPS Noida
home November 2011 - Present
Wells Fargo January 2011 - August 2011
Raymond James March 2009 - March 2011
Merrill Lynch April 2008 - March 2009
O'Brien Industries March 2006 - December 2006
Moore Wealth Inc. January 2005 - December 2005
Education
Indian Institute of Technology, Roorkee 2001 — 2003
MBA, Finance and IT
Delhi University 1997 — 2000
B.Sc., Physics
DPS Noida
Gerry Mack Gerry Mack's Merrill Lynch Experience October 2011 - March 2013
Job General Manager and also provide coaching for business owners and other professionals
Industry Human Resources
Experience
Deaf Services Of Palo Alto, Inc. March 2014 - Present
Executive Coach July 2013 - Present
Merrill Lynch October 2011 - March 2013
CFO for Hire August 2002 - December 2012
Morgan Stanley Smith Barney October 2010 - November 2011
Circlelink Inc January 2008 - February 2011
Agilewaves Inc January 2007 - April 2008
Sigpro September 1999 - July 2002
Stanford Consulting Group June 1999 - June 2000
CBS July 1982 - July 1996
Skills
Venture Capital, Business Planning, Budgeting, Accounting, Funding, Budgets, Business Development, CRM, Consulting, Corporate Finance, Due Diligence, Entrepreneurship, Executive Coaching, Finance, Management, Mutual Funds, Start-ups, Strategy, Strategic Planning, Business Strategy
Education
The Tuck School of Business at Dartmouth 1980 — 1982
MBA, general management, finance
Denison University 1974 — 1978
BA, Economics, English
Deaf Services Of Palo Alto, Inc. March 2014 - Present
Executive Coach July 2013 - Present
Merrill Lynch October 2011 - March 2013
CFO for Hire August 2002 - December 2012
Morgan Stanley Smith Barney October 2010 - November 2011
Circlelink Inc January 2008 - February 2011
Agilewaves Inc January 2007 - April 2008
Sigpro September 1999 - July 2002
Stanford Consulting Group June 1999 - June 2000
CBS July 1982 - July 1996
Skills
Venture Capital, Business Planning, Budgeting, Accounting, Funding, Budgets, Business Development, CRM, Consulting, Corporate Finance, Due Diligence, Entrepreneurship, Executive Coaching, Finance, Management, Mutual Funds, Start-ups, Strategy, Strategic Planning, Business Strategy
Education
The Tuck School of Business at Dartmouth 1980 — 1982
MBA, general management, finance
Denison University 1974 — 1978
BA, Economics, English
Gloria Boyette Pignatiello's Merrill Lynch Experience October 2008 - November 2010
Job Owner of The Wine Connection
Industry Wine and Spirits
Experience
The Wine Connection February 2011 - Present
Merrill Lynch October 2008 - November 2010
Edward Jones January 1996 - October 2008
Skills
Importer, Sales, Wine
Education
Millsaps College 1995 — 1996
Master of Business Administration (M.B.A.), Financial Planning and Services
Delta State University 1978 — 1980
Bachelor's degree, Business Administration and Management, General
The Wine Connection February 2011 - Present
Merrill Lynch October 2008 - November 2010
Edward Jones January 1996 - October 2008
Skills
Importer, Sales, Wine
Education
Millsaps College 1995 — 1996
Master of Business Administration (M.B.A.), Financial Planning and Services
Delta State University 1978 — 1980
Bachelor's degree, Business Administration and Management, General
Vanessa Bazzocchi McCafferty Vanessa Bazzocchi McCafferty's Merrill Lynch Experience 2001 - 2003
Job Consultant at McCafferty & Company
Industry Financial Services
Experience
McCafferty & Company 2013 - Present
CPI (Career Partners Inc.) September 2003 - January 2011
Merrill Lynch 2001 - 2003
Skills
Investment Banking, Executive Search, Financial Modeling, Valuation, Management, Investments, Mergers & Acquisitions, Corporate Finance
Education
Harvard University 1998 — 2002
Bachelor's degree, Economics
Deerfield Academy
McCafferty & Company 2013 - Present
CPI (Career Partners Inc.) September 2003 - January 2011
Merrill Lynch 2001 - 2003
Skills
Investment Banking, Executive Search, Financial Modeling, Valuation, Management, Investments, Mergers & Acquisitions, Corporate Finance
Education
Harvard University 1998 — 2002
Bachelor's degree, Economics
Deerfield Academy
Nikhil Sharma Nikhil Sharma's Merrill Lynch Experience 2007 - 2009
Job Associate Portfolio Manager at The Carlyle Group Carlyle Commodity Management
Industry Financial Services
Experience
The Carlyle Group - Carlyle Commodity Management 2013 - Present
Deutsche Bank 2010 - 2012
Harbert Strategic Commodities Fund 2009 - 2010
Merrill Lynch 2007 - 2009
Computer Sciences Corporation 2003 - 2005
Skills
Equities, Financial Modeling, Hedge Funds, Investment Banking, Commodity, Trading, Investments, Corporate Finance, Portfolio Management, Banking, Relationship Management, Capital Markets, Valuation, Derivatives, Bloomberg, Fixed Income, Alternative Investments, Emerging Markets, Structured Products, Private Equity, Equity Research, Asset Management
Education
Indian Institute of Management, Calcutta
MBA, Finance, Strategy
Katholieke Universiteit Leuven
MBA (Students Exchange Program), Economics, Finance, Strategy
Delhi University
B.E., Computer Science
Army Public School
The Carlyle Group - Carlyle Commodity Management 2013 - Present
Deutsche Bank 2010 - 2012
Harbert Strategic Commodities Fund 2009 - 2010
Merrill Lynch 2007 - 2009
Computer Sciences Corporation 2003 - 2005
Skills
Equities, Financial Modeling, Hedge Funds, Investment Banking, Commodity, Trading, Investments, Corporate Finance, Portfolio Management, Banking, Relationship Management, Capital Markets, Valuation, Derivatives, Bloomberg, Fixed Income, Alternative Investments, Emerging Markets, Structured Products, Private Equity, Equity Research, Asset Management
Education
Indian Institute of Management, Calcutta
MBA, Finance, Strategy
Katholieke Universiteit Leuven
MBA (Students Exchange Program), Economics, Finance, Strategy
Delhi University
B.E., Computer Science
Army Public School
Shivakumar Kamarahalli's Merrill Lynch Experience October 2011 - September 2012
Job IT Specialist at U.S.Census Bureau
Industry Information Technology and Services
Experience
U.S. Census Bureau August 2014 - Present
U.S. Census Bureau September 2012 - Present
Merrill Lynch October 2011 - September 2012
Comcast September 2011 - November 2011
IT Solutions January 2007 - August 2011
Technologists Inc July 2006 - November 2006
Computech International Inc January 2003 - May 2005
SETA Corp 2001 - 2003
Skills
SQL Server 2000-2008, IIS6-IIS7, VMware ESX, Windows 2003-2008, Unix Administration, J2EE Architecture, .NET, Sharepoint 2007/2010..., SQL DBA, Unix, SharePoint, Microsoft SQL Server, Software Development, Java Enterprise Edition, Apache, Integration, IT Strategy
Education
De Montfort University
Master’s Degree, Information Technology
University of Mysore
Bachelor of Engineering (B.Eng.), Electronics and Communication Engineering
U.S. Census Bureau August 2014 - Present
U.S. Census Bureau September 2012 - Present
Merrill Lynch October 2011 - September 2012
Comcast September 2011 - November 2011
IT Solutions January 2007 - August 2011
Technologists Inc July 2006 - November 2006
Computech International Inc January 2003 - May 2005
SETA Corp 2001 - 2003
Skills
SQL Server 2000-2008, IIS6-IIS7, VMware ESX, Windows 2003-2008, Unix Administration, J2EE Architecture, .NET, Sharepoint 2007/2010..., SQL DBA, Unix, SharePoint, Microsoft SQL Server, Software Development, Java Enterprise Edition, Apache, Integration, IT Strategy
Education
De Montfort University
Master’s Degree, Information Technology
University of Mysore
Bachelor of Engineering (B.Eng.), Electronics and Communication Engineering
Gunjan Gandhi Gunjan Gandhi's Merrill Lynch Experience September 2011 - Present
Job AVP, Sr. Financial Analyst
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Bank of America July 2010 - August 2011
Bank of America (BA Continuum Solutions) March 2007 - July 2010
Luthra & Luthra Law Offices May 2006 - February 2007
Skills
Internal Controls, Accounting, Financial Analysis, Financial Modeling, Oracle Applications, Hyperion Essbase, Corporate Finance
Education
The Institute of Chartered Accountants of India 2002 — 2006
Associate's degree, Accounting and Finance
Delhi University 2001 — 2004
B.Com (Hons.)
Mount Carmel School
Merrill Lynch September 2011 - Present
Bank of America July 2010 - August 2011
Bank of America (BA Continuum Solutions) March 2007 - July 2010
Luthra & Luthra Law Offices May 2006 - February 2007
Skills
Internal Controls, Accounting, Financial Analysis, Financial Modeling, Oracle Applications, Hyperion Essbase, Corporate Finance
Education
The Institute of Chartered Accountants of India 2002 — 2006
Associate's degree, Accounting and Finance
Delhi University 2001 — 2004
B.Com (Hons.)
Mount Carmel School
Ajay Gautam's Merrill Lynch Experience June 2000 - October 2000
Job at
Industry Information Technology and Services
Experience
HedgeServ August 2015 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch January 2011 - April 2013
Barclays Capital February 2010 - January 2011
RBS Greenwich Capital March 2008 - February 2010
Sungard Kiodex February 2006 - March 2008
Educational Testing Services May 2001 - February 2006
Metiom November 2000 - April 2001
Merrill Lynch June 2000 - October 2000
Actuate Corp. November 1999 - October 2000
Skills
Java Enterprise Edition, Spring, SOA, XML, SOAP, Java, JMS, Web Services, SQL, Linux, JBoss Application Server, JDBC, Oracle, Databases, Servlets, JUnit, Continuous Integration, Pair Programming, Agile Leadership, Software Craftsmanship, Clean Code, SOLID principles, Java Concurrency, Garbage Collection, Java Performance, Distributed Caching, Oracle Coherence, DataSynapse GridServer, Unix, Unix Shell Scripting, UNIX utilities, Shell Scripting, Subversion, Perforce, Tomcat, Axis2, Apache Commons, Xerces, Eclipse, Test Driven Development, Dependency Injection, Distributed Systems, Integration, Spring Framework
Education
Delhi University 1992 — 1995
B. Sc., Computer Science
HedgeServ August 2015 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch January 2011 - April 2013
Barclays Capital February 2010 - January 2011
RBS Greenwich Capital March 2008 - February 2010
Sungard Kiodex February 2006 - March 2008
Educational Testing Services May 2001 - February 2006
Metiom November 2000 - April 2001
Merrill Lynch June 2000 - October 2000
Actuate Corp. November 1999 - October 2000
Skills
Java Enterprise Edition, Spring, SOA, XML, SOAP, Java, JMS, Web Services, SQL, Linux, JBoss Application Server, JDBC, Oracle, Databases, Servlets, JUnit, Continuous Integration, Pair Programming, Agile Leadership, Software Craftsmanship, Clean Code, SOLID principles, Java Concurrency, Garbage Collection, Java Performance, Distributed Caching, Oracle Coherence, DataSynapse GridServer, Unix, Unix Shell Scripting, UNIX utilities, Shell Scripting, Subversion, Perforce, Tomcat, Axis2, Apache Commons, Xerces, Eclipse, Test Driven Development, Dependency Injection, Distributed Systems, Integration, Spring Framework
Education
Delhi University 1992 — 1995
B. Sc., Computer Science
Kabir Sawhney, CFE's Merrill Lynch Experience June 2004 - August 2004
Job Senior Manager at EY
Industry Management Consulting
Experience
EY October 2014 - Present
Ernst & Young October 2010 - September 2014
Ernst & Young April 2008 - September 2010
Huron Consulting Group - Pharmaceutical & Health Plans (HEC) August 2005 - March 2008
Texas Christian University August 2002 - May 2005
Merrill Lynch June 2004 - August 2004
Texas Christian University January 2004 - May 2004
Sheraton Hotels and Resorts July 1999 - March 2001
Skills
Financial Modeling, Bloomberg, Access, Microsoft Excel, PowerPoint, Strategic Sourcing, Financial Analysis, Risk Management, Internal Audit, Financial Reporting, Internal Controls, Finance, Business Analysis, Management Consulting, Accounting, Auditing, Financial Accounting
Education
Texas Christian University 2002 — 2005
BBA, Finance and Economics
Ohio State University 2001 — 2002
BBA, Finance
Delhi Public School - R. K. Puram 1996 — 2000
Air Force School
EY October 2014 - Present
Ernst & Young October 2010 - September 2014
Ernst & Young April 2008 - September 2010
Huron Consulting Group - Pharmaceutical & Health Plans (HEC) August 2005 - March 2008
Texas Christian University August 2002 - May 2005
Merrill Lynch June 2004 - August 2004
Texas Christian University January 2004 - May 2004
Sheraton Hotels and Resorts July 1999 - March 2001
Skills
Financial Modeling, Bloomberg, Access, Microsoft Excel, PowerPoint, Strategic Sourcing, Financial Analysis, Risk Management, Internal Audit, Financial Reporting, Internal Controls, Finance, Business Analysis, Management Consulting, Accounting, Auditing, Financial Accounting
Education
Texas Christian University 2002 — 2005
BBA, Finance and Economics
Ohio State University 2001 — 2002
BBA, Finance
Delhi Public School - R. K. Puram 1996 — 2000
Air Force School
Prashant Gaba's Merrill Lynch Experience January 1998 - October 1998
Job Partner, Customer Experience Leader
Industry Management Consulting
Experience
IBM June 2012 - Present
IBM October 1998 - Present
PricewaterhouseCoopers October 1998 - October 2002
Merrill Lynch January 1998 - October 1998
Bristol-Myers Squibb October 1996 - December 1997
Skills
Management Consulting, Business Transformation, Smarter Commerce, Customer Experience..., Social Commerce, Digital Strategy, Customer Relations, IT Strategy, Business Intelligence, Master Data Management, Enterprise Architecture, CRM, Business Process..., EAI, PMO, Business Process, Leadership, Management, Project Management, Customer Service, Consulting, ERP, Solution Architecture, Siebel, Software Project..., E-commerce, Data Warehousing, Enterprise Software, Cloud Computing, SaaS, Strategy, Outsourcing, Professional Services, Integration, Information Technology, Project Portfolio..., SDLC, IT Management, Business Process Design, Business Analysis, Pre-sales, Business Process..., Solution Selling, Oracle, Process Improvement, IT Transformation, Program Management, Requirements Analysis
Education
Imperial College London 1993 — 1994
M.Sc. Computing, Computer Science
Delhi College of Engineering 1989 — 1993
BE, Electronics and Communication
IBM June 2012 - Present
IBM October 1998 - Present
PricewaterhouseCoopers October 1998 - October 2002
Merrill Lynch January 1998 - October 1998
Bristol-Myers Squibb October 1996 - December 1997
Skills
Management Consulting, Business Transformation, Smarter Commerce, Customer Experience..., Social Commerce, Digital Strategy, Customer Relations, IT Strategy, Business Intelligence, Master Data Management, Enterprise Architecture, CRM, Business Process..., EAI, PMO, Business Process, Leadership, Management, Project Management, Customer Service, Consulting, ERP, Solution Architecture, Siebel, Software Project..., E-commerce, Data Warehousing, Enterprise Software, Cloud Computing, SaaS, Strategy, Outsourcing, Professional Services, Integration, Information Technology, Project Portfolio..., SDLC, IT Management, Business Process Design, Business Analysis, Pre-sales, Business Process..., Solution Selling, Oracle, Process Improvement, IT Transformation, Program Management, Requirements Analysis
Education
Imperial College London 1993 — 1994
M.Sc. Computing, Computer Science
Delhi College of Engineering 1989 — 1993
BE, Electronics and Communication
Vipul Sachdeva's Merrill Lynch Experience 2004 - 2005
Job Manager in Accenture Federal Security practice
Industry Computer Software
Experience
Accenture December 2014 - Present
Leidos May 2010 - December 2014
Accenture September 2007 - May 2010
Lockheed Martin Information Technology August 2005 - September 2007
Alphasoft Services(Now Teledata Group) July 2000 - July 2005
Merrill Lynch 2004 - 2005
Satyam Computer Services July 1998 - July 2000
Skills
Enterprise Architecture, Requirements Gathering, Solution Architecture, Oracle, IT Strategy, Enterprise Software, Java Enterprise Edition, SOA, Testing, Oracle E-Business Suite, Web Services, Cloud Computing, Business Analysis, Java, Business Process..., Databases, Architectures, Architecture
Education
Delhi College of Engineering 1994 — 1998
Bachelors In engineering
MSM 1980 — 1994
Accenture December 2014 - Present
Leidos May 2010 - December 2014
Accenture September 2007 - May 2010
Lockheed Martin Information Technology August 2005 - September 2007
Alphasoft Services(Now Teledata Group) July 2000 - July 2005
Merrill Lynch 2004 - 2005
Satyam Computer Services July 1998 - July 2000
Skills
Enterprise Architecture, Requirements Gathering, Solution Architecture, Oracle, IT Strategy, Enterprise Software, Java Enterprise Edition, SOA, Testing, Oracle E-Business Suite, Web Services, Cloud Computing, Business Analysis, Java, Business Process..., Databases, Architectures, Architecture
Education
Delhi College of Engineering 1994 — 1998
Bachelors In engineering
MSM 1980 — 1994
Adrienne Shaw's Merrill Lynch Experience February 2000 - September 2001
Job Sr. Recruiter at GE Commercial Finance and Financial Services Consultant
Industry Financial Services
Experience
GE Corporate Financial Services July 2006 - April 2007
Merrill Lynch February 2000 - September 2001
Education
Denison University 1988 — 1992
GE Corporate Financial Services July 2006 - April 2007
Merrill Lynch February 2000 - September 2001
Education
Denison University 1988 — 1992
Ramon Henson, Ph.D.'s Merrill Lynch Experience 1982 - April 1986
Job Consultant with deep expertise and global experience helping executives and teams
Industry Management Consulting
Experience
Henson Consulting International September 2007 - Present
Rutgers, The State University of New Jersey September 2008 - Present
Organisation Solutions February 2008 - Present
Center for Organizational Design January 2008 - Present
The Henson Group 2006 - Present
Merck January 2006 - September 2007
Merck October 1997 - December 2005
Avon Products Inc. April 1986 - October 1997
Merrill Lynch 1982 - April 1986
Citigroup 1977 - 1982
Skills
Change Management, Succession Planning, Organizational..., Leadership Development, HR Strategy, Change Leadership, Performance Management, Executive Coaching, Organizational Design, Talent Management, Team Building, Organizational..., Mentoring, Strategic Planning, Management Consulting, Talent Development, Organizational Change, Talent Assessment, International Business..., Cross-cultural..., Organizational Behavior, Leadership, Career Counseling, Workshop Facilitation, Business Strategy, Career Development, Coaching, Personnel Management, Management, Strategy, Consulting, Strategic HR, Culture Change, 360 Feedback, Policy, Executive Development, Workforce Planning, Performance Improvement, Management Development, MBTI, Onboarding, HR Consulting, Career Management, Talent Acquisition, Deferred Compensation, Human Capital
Education
University of Michigan
Ph.D., Industrial/Organizational Psychology
De La Salle University
BS, Accounting
Henson Consulting International September 2007 - Present
Rutgers, The State University of New Jersey September 2008 - Present
Organisation Solutions February 2008 - Present
Center for Organizational Design January 2008 - Present
The Henson Group 2006 - Present
Merck January 2006 - September 2007
Merck October 1997 - December 2005
Avon Products Inc. April 1986 - October 1997
Merrill Lynch 1982 - April 1986
Citigroup 1977 - 1982
Skills
Change Management, Succession Planning, Organizational..., Leadership Development, HR Strategy, Change Leadership, Performance Management, Executive Coaching, Organizational Design, Talent Management, Team Building, Organizational..., Mentoring, Strategic Planning, Management Consulting, Talent Development, Organizational Change, Talent Assessment, International Business..., Cross-cultural..., Organizational Behavior, Leadership, Career Counseling, Workshop Facilitation, Business Strategy, Career Development, Coaching, Personnel Management, Management, Strategy, Consulting, Strategic HR, Culture Change, 360 Feedback, Policy, Executive Development, Workforce Planning, Performance Improvement, Management Development, MBTI, Onboarding, HR Consulting, Career Management, Talent Acquisition, Deferred Compensation, Human Capital
Education
University of Michigan
Ph.D., Industrial/Organizational Psychology
De La Salle University
BS, Accounting
Arti Bhutani's Merrill Lynch Experience October 2010 - February 2014
Job
Industry Investment Management
Experience
Merrill Lynch October 2010 - February 2014
Citibank London, U.K. March 2006 - July 2010
JM Morgan Stanley 2005 - 2006
Kotak Securities Ltd. June 2003 - March 2005
Skills
Equities, Investments, Portfolio Management
Education
Institute of Management Technology, Ghaziabad 2001 — 2003
MBA
Delhi University 1997 — 2000
BS
Delhi Public School 1995 — 1997
Merrill Lynch October 2010 - February 2014
Citibank London, U.K. March 2006 - July 2010
JM Morgan Stanley 2005 - 2006
Kotak Securities Ltd. June 2003 - March 2005
Skills
Equities, Investments, Portfolio Management
Education
Institute of Management Technology, Ghaziabad 2001 — 2003
MBA
Delhi University 1997 — 2000
BS
Delhi Public School 1995 — 1997
Kapil Madaan's Merrill Lynch Experience May 2005 - October 2008
Job Consultant at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company August 2010 - Present
Morgan Stanley November 2008 - July 2010
Merrill Lynch May 2005 - October 2008
Capital One October 2004 - March 2005
Allied Medical and Technical Institute 2003 - 2003
Education
Fairleigh Dickinson University 2002 — 2004
Masters, Information Systems
Delhi University 1997 — 2000
Bachelors, Mathematics
eCRM
New York Life Insurance Company August 2010 - Present
Morgan Stanley November 2008 - July 2010
Merrill Lynch May 2005 - October 2008
Capital One October 2004 - March 2005
Allied Medical and Technical Institute 2003 - 2003
Education
Fairleigh Dickinson University 2002 — 2004
Masters, Information Systems
Delhi University 1997 — 2000
Bachelors, Mathematics
eCRM
Heather Willis's Merrill Lynch Experience August 1996 - July 2003
Job Institutional Equity Sales
Industry Financial Services
Experience
Cross Research April 2008 - January 2014
Deutsche Bank August 2003 - February 2008
Merrill Lynch August 1996 - July 2003
Education
Trinity College-Hartford 1992 — 1996
Deerfield Academy 1989 — 1992
Cross Research April 2008 - January 2014
Deutsche Bank August 2003 - February 2008
Merrill Lynch August 1996 - July 2003
Education
Trinity College-Hartford 1992 — 1996
Deerfield Academy 1989 — 1992
Vidya Puthiyaveetil's Merrill Lynch Experience November 2007 - May 2008
Job Compliance Manager
Industry Information Technology and Services
Experience
Genentech April 2015 - Present
Cognizant Technology Solutions February 2014 - March 2015
Genentech November 2008 - March 2015
StubHub July 2008 - October 2008
Merrill Lynch November 2007 - May 2008
Infowave Systems October 2005 - October 2007
Skills
Data Warehousing, ETL, Data Analysis, Informatica, Oracle Warehouse Builder, SDLC, SQL, Business Intelligence, Business Objects, Data Modeling, Data Management, Oracle, Database Design, Data Warehouse..., Requirements Analysis, Data Integration, Teradata, Business Analysis
Education
Govt.College Of Engineering,Kannur,Kerala
B.S, Electrical Engineering
De Anza College
Certfcate, MIS
Mission College
Certificate, Database
Genentech April 2015 - Present
Cognizant Technology Solutions February 2014 - March 2015
Genentech November 2008 - March 2015
StubHub July 2008 - October 2008
Merrill Lynch November 2007 - May 2008
Infowave Systems October 2005 - October 2007
Skills
Data Warehousing, ETL, Data Analysis, Informatica, Oracle Warehouse Builder, SDLC, SQL, Business Intelligence, Business Objects, Data Modeling, Data Management, Oracle, Database Design, Data Warehouse..., Requirements Analysis, Data Integration, Teradata, Business Analysis
Education
Govt.College Of Engineering,Kannur,Kerala
B.S, Electrical Engineering
De Anza College
Certfcate, MIS
Mission College
Certificate, Database
Ambrish Agarwal's Merrill Lynch Experience 2000 - 2003
Job Manager, DW and BI group. Thought Process Leader and driven with high values.
Industry Financial Services
Experience
Reputed Money Mgmt firm August 2008 - Present
Reputed Money Mgmt firm 2003 - 2008
Merrill Lynch 2000 - 2003
AT&T 1996 - 2000
Skills
Business Analysis, Business Intelligence, Data Warehousing, Fixed Income, Oracle, ETL, Database Design, Equities, Financial Analysis, Team Management, Derivatives, Databases, Financial Risk, Financial Modeling, Asset Managment, SDLC, Capital Markets, Hedge Funds, Portfolio Management, Trading Systems, IT Strategy, Management, Asset Management
Education
Delhi University
BSc, Electronics
University of Allahabad
MS, Computer Science
Reputed Money Mgmt firm August 2008 - Present
Reputed Money Mgmt firm 2003 - 2008
Merrill Lynch 2000 - 2003
AT&T 1996 - 2000
Skills
Business Analysis, Business Intelligence, Data Warehousing, Fixed Income, Oracle, ETL, Database Design, Equities, Financial Analysis, Team Management, Derivatives, Databases, Financial Risk, Financial Modeling, Asset Managment, SDLC, Capital Markets, Hedge Funds, Portfolio Management, Trading Systems, IT Strategy, Management, Asset Management
Education
Delhi University
BSc, Electronics
University of Allahabad
MS, Computer Science
Susan Villarreal's Merrill Lynch Experience Marketing CoordinatorReSound1991 - 1997
Job Marketing Coordinator at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Marketing CoordinatorReSound1991 - 1997
Education
De Anza College
Merrill Lynch Marketing CoordinatorReSound1991 - 1997
Education
De Anza College
Alok Kashyap's Merrill Lynch Experience 2006 - 2007
Job Consultant at Bank of Newyork Melon
Industry Computer Software
Experience
Merril Lynch Vice PresidentCiti groupDecember 2012 - Present
Prime Services Credit Suisse Bank 2008 - Present
Credit Suisse 2008 - 2010
Merrill Lynch 2006 - 2007
CITI 2004 - 2007
Citigroup 2004 - 2007
J.P. Morgan 1999 - 2004
Skills
Agile Methodologies, Business Analysis, Derivatives, Equities, Fixed Income, Investment Banking, Software Project..., Trading Systems
Education
Delhi University 1983 — 1993
Merril Lynch Vice PresidentCiti groupDecember 2012 - Present
Prime Services Credit Suisse Bank 2008 - Present
Credit Suisse 2008 - 2010
Merrill Lynch 2006 - 2007
CITI 2004 - 2007
Citigroup 2004 - 2007
J.P. Morgan 1999 - 2004
Skills
Agile Methodologies, Business Analysis, Derivatives, Equities, Fixed Income, Investment Banking, Software Project..., Trading Systems
Education
Delhi University 1983 — 1993
Peggy Skillicorn's Merrill Lynch Experience April 2008 - Present
Job Registered Senior Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Smith Barney October 2007 - April 2008
Smith Barney May 1999 - October 2007
Skills
Series 7, Series 63, Series 31, Series 65, Series 8, Financial Services, FINRA, Investment Strategies, Training, Capital Markets, Securities, Management, Mutual Funds, Investments
Education
De Anza College 1990 — 1992
certificate of achievement, Small Business Marketing/Promotion
San Jose State University 1984 — 1988
Bachelor of Arts, Humanities
Merrill Lynch April 2008 - Present
Smith Barney October 2007 - April 2008
Smith Barney May 1999 - October 2007
Skills
Series 7, Series 63, Series 31, Series 65, Series 8, Financial Services, FINRA, Investment Strategies, Training, Capital Markets, Securities, Management, Mutual Funds, Investments
Education
De Anza College 1990 — 1992
certificate of achievement, Small Business Marketing/Promotion
San Jose State University 1984 — 1988
Bachelor of Arts, Humanities
Adrienne Shaw's Merrill Lynch Experience 2000 - 2001
Job Experienced Corporate Recruiter
Industry Staffing and Recruiting
Experience
Self Employed September 2008 - Present
HSBC September 2007 - January 2008
GE Commercial Finance September 2006 - May 2007
Ultimate Staffing 2006 - 2006
Future Staffing 2003 - 2004
Merrill Lynch 2000 - 2001
Skills
Human Resources, Onboarding, Employee Relations, Recruiting, Talent Acquisition, SDLC, Management, Temporary Placement
Education
Denison University 1988 — 1992
BA, English Literature
Greenwich Academy/Brunswick
Self Employed September 2008 - Present
HSBC September 2007 - January 2008
GE Commercial Finance September 2006 - May 2007
Ultimate Staffing 2006 - 2006
Future Staffing 2003 - 2004
Merrill Lynch 2000 - 2001
Skills
Human Resources, Onboarding, Employee Relations, Recruiting, Talent Acquisition, SDLC, Management, Temporary Placement
Education
Denison University 1988 — 1992
BA, English Literature
Greenwich Academy/Brunswick
Swasti Ohri's Merrill Lynch Experience November 2005 - June 2010
Job Senior operations fraud investigation analyst at Bank of America
Industry Financial Services
Experience
Prudential Financial 2013 - Present
Bank of America June 2010 - November 2012
Bank of America June 2011 - 2012
Merrill Lynch November 2005 - June 2010
Regal Entertainment Group June 2008 - December 2008
Merrill Lynch January 2004 - November 2005
New Jersey Division of Taxation 2003 - January 2004
DesignWrite 2002 - 2003
EFY Enterprises and Data Access Ltd 1997 - 2002
Skills
Financial Analysis, Risk Management, Credit, Financial Modeling, Portfolio Management, Loans, Investments, Equities, Fixed Income, Financial Risk, Mortgage Lending, Strategic Financial..., Credit Analysis, Derivatives, Financial Services
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Finance, General
Cornell University 2008 — 2008
Associate's degree, Project Management
Mercer County Community College 2000 — 2000
Licentiate degree, Professional, Technical, Business, and Scientific Writing
University of Delhi 1994 — 1996
Foundation degree, Journalism & Mass Communication/Media Studies
Delhi University 1992 — 1995
Bachelor of Arts (BA), English Language and Literature/Letters
Prudential Financial 2013 - Present
Bank of America June 2010 - November 2012
Bank of America June 2011 - 2012
Merrill Lynch November 2005 - June 2010
Regal Entertainment Group June 2008 - December 2008
Merrill Lynch January 2004 - November 2005
New Jersey Division of Taxation 2003 - January 2004
DesignWrite 2002 - 2003
EFY Enterprises and Data Access Ltd 1997 - 2002
Skills
Financial Analysis, Risk Management, Credit, Financial Modeling, Portfolio Management, Loans, Investments, Equities, Fixed Income, Financial Risk, Mortgage Lending, Strategic Financial..., Credit Analysis, Derivatives, Financial Services
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Finance, General
Cornell University 2008 — 2008
Associate's degree, Project Management
Mercer County Community College 2000 — 2000
Licentiate degree, Professional, Technical, Business, and Scientific Writing
University of Delhi 1994 — 1996
Foundation degree, Journalism & Mass Communication/Media Studies
Delhi University 1992 — 1995
Bachelor of Arts (BA), English Language and Literature/Letters
Rose Jacob's Merrill Lynch Experience March 2007 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
RoseJacob Photography DSRComcast2009 - 2009
MERRILL LYNCH March 2007 - October 2007
jtmoran 1987 - 1987
Skills
Financial Analysis, Wealth Management, Investments, Equities, Derivatives, Portfolio Management, Fixed Income
Education
Wilmington University, Delaware 2013 — 2016
Doctor of Education (Ed.D.), Innovation and Leadership
Delaware State University 2004 — 2005
MBA
Drexel University - LeBow College of Business 2002 — 2003
Delaware State University 1994 — 1997
BS, PHYSICS
New York University
RoseJacob Photography DSRComcast2009 - 2009
MERRILL LYNCH March 2007 - October 2007
jtmoran 1987 - 1987
Skills
Financial Analysis, Wealth Management, Investments, Equities, Derivatives, Portfolio Management, Fixed Income
Education
Wilmington University, Delaware 2013 — 2016
Doctor of Education (Ed.D.), Innovation and Leadership
Delaware State University 2004 — 2005
MBA
Drexel University - LeBow College of Business 2002 — 2003
Delaware State University 1994 — 1997
BS, PHYSICS
New York University
Christina Keitt-Chaney Senior Relationship Manager's Merrill Lynch Experience March 1995 - December 1997
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
JPMorgan Chase December 2007 - June 2013
Albridge Solutions, Inc, a PNC Company 2004 - December 2007
UBS December 2000 - September 2001
American Express January 1998 - December 2000
Merrill Lynch March 1995 - December 1997
Skills
CRM, Strategy, Management, Leadership, Financial Services, Project Management, Contract Negotiation, Six Sigma, Relationship Management, Finance, Credit, Financial Analysis, Business Process..., New Business Development, Banking, P&L Financial Management, Foreign Exchange, Global Management, Commercial Banking, Portfolio Management, Risk Management, Sales, Cash Management, Business Analysis, Loans, Business Development, Executive Management, Credit Analysis, Investments, Commercial Lending, Vendor Management
Education
University of Phoenix 2004 — 2007
MBA, Finance and Global Management
New Jersey Institute of Technology 1999 — 2000
Graduate Certificate, E-Commerce Technology
Delaware State University 1992 — 1995
BA, Political Science-Pre Law
Wells Fargo June 2013 - Present
JPMorgan Chase December 2007 - June 2013
Albridge Solutions, Inc, a PNC Company 2004 - December 2007
UBS December 2000 - September 2001
American Express January 1998 - December 2000
Merrill Lynch March 1995 - December 1997
Skills
CRM, Strategy, Management, Leadership, Financial Services, Project Management, Contract Negotiation, Six Sigma, Relationship Management, Finance, Credit, Financial Analysis, Business Process..., New Business Development, Banking, P&L Financial Management, Foreign Exchange, Global Management, Commercial Banking, Portfolio Management, Risk Management, Sales, Cash Management, Business Analysis, Loans, Business Development, Executive Management, Credit Analysis, Investments, Commercial Lending, Vendor Management
Education
University of Phoenix 2004 — 2007
MBA, Finance and Global Management
New Jersey Institute of Technology 1999 — 2000
Graduate Certificate, E-Commerce Technology
Delaware State University 1992 — 1995
BA, Political Science-Pre Law
Leandro Fajardo's Merrill Lynch Experience 2004 - 2005
Job Helpdesk / Technical Support
Industry Financial Services
Experience
United States Tennis Association January 2013 - Present
First Republic Bank 2011 - 2012
Moody's September 2006 - December 2008
Bank of New York Mellon January 2001 - September 2005
Merrill Lynch 2004 - 2005
Skills
Technical Support, Windows 7, Active Directory, CRM, Help Desk Support, Troubleshooting, Computer Hardware, Windows Server, Vendor Management, System Administration, Windows, Disaster Recovery
Education
De La Salle University 1984 — 1987
Bachelor of Science, Applied Mathematics
United States Tennis Association January 2013 - Present
First Republic Bank 2011 - 2012
Moody's September 2006 - December 2008
Bank of New York Mellon January 2001 - September 2005
Merrill Lynch 2004 - 2005
Skills
Technical Support, Windows 7, Active Directory, CRM, Help Desk Support, Troubleshooting, Computer Hardware, Windows Server, Vendor Management, System Administration, Windows, Disaster Recovery
Education
De La Salle University 1984 — 1987
Bachelor of Science, Applied Mathematics
Vik Puri's Merrill Lynch Experience May 2008 - February 2009
Job Business Development & Operations Management
Industry Nonprofit Organization Management
Experience
Martin's Way November 2009 - Present
Merrill Lynch May 2008 - February 2009
gKing, Ltd July 2005 - May 2008
OrthoSys April 2003 - June 2005
Dupione January 1994 - March 2003
MobileMedia March 1986 - December 1993
Skills
Business Development, Sales, Business Process..., Budgets, Project Management, Account Management, Business Strategy, Start-ups, Executive Management, Team Building, Strategic Financial..., Analysis, Strategy
Education
Delhi University
Bachelor’s Degree
Martin's Way November 2009 - Present
Merrill Lynch May 2008 - February 2009
gKing, Ltd July 2005 - May 2008
OrthoSys April 2003 - June 2005
Dupione January 1994 - March 2003
MobileMedia March 1986 - December 1993
Skills
Business Development, Sales, Business Process..., Budgets, Project Management, Account Management, Business Strategy, Start-ups, Executive Management, Team Building, Strategic Financial..., Analysis, Strategy
Education
Delhi University
Bachelor’s Degree
Jonas Modesto's Merrill Lynch Experience 1997 - 2003
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns September 2003 - June 2008
Merrill-Lynch 1997 - 2003
Prudential Reinsurance 1992 - 1996
Education
De La Salle University 1985 — 1989
JPMorgan Chase June 2008 - Present
Bear Stearns September 2003 - June 2008
Merrill-Lynch 1997 - 2003
Prudential Reinsurance 1992 - 1996
Education
De La Salle University 1985 — 1989
Stephanie Freeman Cady's Merrill Lynch Experience March 2001 - August 2004
Job Consultant/Event Marketing at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2013 - Present
UBS Financial Service Inc. August 2004 - December 2012
Merrill Lynch March 2001 - August 2004
Skills
Financial Services, Project Management, Vendor Management, Marketing Event Planning, Marketing
Education
University of Wisconsin-Madison 1994 — 1998
Bachelor of Arts (B.A.), Spanish Language and Literature
Deerfield Academy 1991 — 1994
UBS Financial Services Inc. February 2013 - Present
UBS Financial Service Inc. August 2004 - December 2012
Merrill Lynch March 2001 - August 2004
Skills
Financial Services, Project Management, Vendor Management, Marketing Event Planning, Marketing
Education
University of Wisconsin-Madison 1994 — 1998
Bachelor of Arts (B.A.), Spanish Language and Literature
Deerfield Academy 1991 — 1994
Moses Chiong's Merrill Lynch Experience 2009 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
Bank of America 2005 - 2009
Education
De La Salle University 1999 — 2003
Merrill Lynch 2009 - Present
Bank of America 2005 - 2009
Education
De La Salle University 1999 — 2003
Amit Khanna's Merrill Lynch Experience 2007 - 2008
Job Driving Business process and Customer experience strategy
Industry Hospital & Health Care
Experience
Blue Shield of California July 2013 - Present
Cisco August 2010 - December 2012
GE Process solution August 2006 - December 2012
Dr. Pepper Snapple Group 2009 - 2009
Merrill Lynch 2007 - 2008
GE Aircraft engines 2006 - 2007
GEAE 2003 - 2006
GECIS May 2001 - May 2003
Skills
Six Sigma, Team Management, Business Process..., Process Improvement, Program Management, Change Management, Business Analysis, Business Transformation, Cross-functional Team..., Process Engineering, Operations Management, Project Management, SDLC, Vendor Management, Outsourcing, PMO, Analytics, Business Process, Strategy, Management Consulting, Business Process..., Business Strategy, Process Management, Operational Excellence, Performance Management, Project Portfolio..., PMP, IT Strategy, Service Delivery
Education
Delhi University 1998 — 2001
Bachelors, Commerce
Modern School 1986 — 1998
Blue Shield of California July 2013 - Present
Cisco August 2010 - December 2012
GE Process solution August 2006 - December 2012
Dr. Pepper Snapple Group 2009 - 2009
Merrill Lynch 2007 - 2008
GE Aircraft engines 2006 - 2007
GEAE 2003 - 2006
GECIS May 2001 - May 2003
Skills
Six Sigma, Team Management, Business Process..., Process Improvement, Program Management, Change Management, Business Analysis, Business Transformation, Cross-functional Team..., Process Engineering, Operations Management, Project Management, SDLC, Vendor Management, Outsourcing, PMO, Analytics, Business Process, Strategy, Management Consulting, Business Process..., Business Strategy, Process Management, Operational Excellence, Performance Management, Project Portfolio..., PMP, IT Strategy, Service Delivery
Education
Delhi University 1998 — 2001
Bachelors, Commerce
Modern School 1986 — 1998
Tim Caro's Merrill Lynch Experience April 2001 - July 2002
Job Risk Manager at Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
Bank of America July 2002 - Present
Merrill Lynch April 2001 - July 2002
Merrill Lynch January 1999 - April 2001
Merrill Lynch January 1996 - December 1998
Merrill Lynch August 1994 - December 1996
Citibank January 1989 - July 1994
Skills
Project Management, Risk Management, Change Management, Six Sigma, Credit, Banking, Operational Risk, Leadership, Financial Services, Operational Risk..., Financial Analysis
Education
De La Salle University
Bank of America June 2010 - Present
Bank of America July 2002 - Present
Merrill Lynch April 2001 - July 2002
Merrill Lynch January 1999 - April 2001
Merrill Lynch January 1996 - December 1998
Merrill Lynch August 1994 - December 1996
Citibank January 1989 - July 1994
Skills
Project Management, Risk Management, Change Management, Six Sigma, Credit, Banking, Operational Risk, Leadership, Financial Services, Operational Risk..., Financial Analysis
Education
De La Salle University
Sal Vassallo's Merrill Lynch Experience 1983 - 2009
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merril Lynch January 1983 - January 2009
Merrril Lynch - Bank of America January 1983 - January 2009
Merrill Lynch 1983 - 2009
Skills
Fixed Income, Equities, Securities, Portfolio Management
Education
Delaware Technical and Community College-Stanton-Wilmington 2010 — 2010
Certification, Pharmacy Technician/Assistant
Saint John's University 1977 — 1982
B.S., Marketing/Management
Merril Lynch January 1983 - January 2009
Merrril Lynch - Bank of America January 1983 - January 2009
Merrill Lynch 1983 - 2009
Skills
Fixed Income, Equities, Securities, Portfolio Management
Education
Delaware Technical and Community College-Stanton-Wilmington 2010 — 2010
Certification, Pharmacy Technician/Assistant
Saint John's University 1977 — 1982
B.S., Marketing/Management
Radhika Goel's Merrill Lynch Experience June 2008 - August 2008
Job Associate Manager, FP&A at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company 2015 - Present
The Walt Disney Company 2012 - 2015
Lockheed Martin Aeronautics 2009 - 2012
Levi Strauss & Co. October 2008 - January 2009
Merrill Lynch June 2008 - August 2008
USC Marshall School of Business March 2008 - August 2008
University of Southern California January 2008 - May 2008
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Forecasting, Budgeting, Cash Flow, Cost, Corporate Finance, Auditing, Budgets, Variance Analysis, SAP, Analysis, Business Process..., Accounting, Finance, Cross-functional Team..., Leadership, Management
Education
Marshall School of Business, University of Southern California 2006 — 2008
Bachelor of Science, Business Administration; Corporate Finance
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Business Administration - Corporate Finance
De Anza College 2003 — 2005
Associate Arts, Business Administration
The Walt Disney Company 2015 - Present
The Walt Disney Company 2012 - 2015
Lockheed Martin Aeronautics 2009 - 2012
Levi Strauss & Co. October 2008 - January 2009
Merrill Lynch June 2008 - August 2008
USC Marshall School of Business March 2008 - August 2008
University of Southern California January 2008 - May 2008
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Forecasting, Budgeting, Cash Flow, Cost, Corporate Finance, Auditing, Budgets, Variance Analysis, SAP, Analysis, Business Process..., Accounting, Finance, Cross-functional Team..., Leadership, Management
Education
Marshall School of Business, University of Southern California 2006 — 2008
Bachelor of Science, Business Administration; Corporate Finance
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Business Administration - Corporate Finance
De Anza College 2003 — 2005
Associate Arts, Business Administration
Pooja Stracey, MBA's Merrill Lynch Experience June 2007 - August 2007
Job Management Analyst at Intelliswift
Industry Information Technology and Services
Experience
Intelliswift April 2014 - Present
US Tech Solutions September 2011 - March 2014
Creatus Inc August 2008 - September 2011
Merrill Lynch June 2007 - August 2007
Skills
Cross-functional Team..., Account Management, Project Management, Strategic Planning, Marketing Strategy, Negotiation, Business Development, Talent Acquisition and..., Technical Recruiting, Recruiting, New Business Development, Vendor Management, Sourcing, Contract Recruitment, Temporary Placement, Consulting, Staffing Services, Budgets, Staff Augmentation, Talent Acquisition, Talent Management, Resource Management, CRM, Applicant Tracking...
Education
San Francisco State University 2005 — 2008
MBA, Strategic Management
De Anza College 2009 — 2010
Computer Information Systems
University of Pune 2001 — 2005
Bachelors, Business Administration
Intelliswift April 2014 - Present
US Tech Solutions September 2011 - March 2014
Creatus Inc August 2008 - September 2011
Merrill Lynch June 2007 - August 2007
Skills
Cross-functional Team..., Account Management, Project Management, Strategic Planning, Marketing Strategy, Negotiation, Business Development, Talent Acquisition and..., Technical Recruiting, Recruiting, New Business Development, Vendor Management, Sourcing, Contract Recruitment, Temporary Placement, Consulting, Staffing Services, Budgets, Staff Augmentation, Talent Acquisition, Talent Management, Resource Management, CRM, Applicant Tracking...
Education
San Francisco State University 2005 — 2008
MBA, Strategic Management
De Anza College 2009 — 2010
Computer Information Systems
University of Pune 2001 — 2005
Bachelors, Business Administration
Sheetal Kohli's Merrill Lynch Experience April 2005 - March 2006
Job Oracle Developer at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2011 - Present
AIG Global Investment Group October 2006 - July 2011
Merrill Lynch April 2005 - March 2006
Skills
Oracle SQL, PL/SQL, Unix Shell Scripting, ETL, Data Modeling, SDLC, SQL, Unix, SQL Tuning, Datastage, Oracle, Databases, Database Design, Performance Tuning, Requirements Gathering, Asset Management
Education
Ministry of Information Technology 1996 — 2000
Master, Computer Applications
Delhi University 1993 — 1996
Bachelor of Science (B.Sc.), Physics
Brown Brothers Harriman July 2011 - Present
AIG Global Investment Group October 2006 - July 2011
Merrill Lynch April 2005 - March 2006
Skills
Oracle SQL, PL/SQL, Unix Shell Scripting, ETL, Data Modeling, SDLC, SQL, Unix, SQL Tuning, Datastage, Oracle, Databases, Database Design, Performance Tuning, Requirements Gathering, Asset Management
Education
Ministry of Information Technology 1996 — 2000
Master, Computer Applications
Delhi University 1993 — 1996
Bachelor of Science (B.Sc.), Physics
Burke Koonce's Merrill Lynch Experience 1999 - 2003
Job Owner of Helicon Research
Industry Financial Services
Experience
Helicon Research September 2012 - Present
North Carolina Bankers Association September 2011 - May 2012
Helicon Research September 2010 - September 2011
Oak Value Capital Management 2005 - 2010
Silverback Asset Management 2003 - 2005
Merrill Lynch 1999 - 2003
Trident Financial Corporation 1998 - 1999
Skills
Portfolio Management, Investments, Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Equities, Equity Research, Due Diligence, Derivatives, Private Equity, Capital Markets, Valuation, Asset Allocation, Investment Management, Fund Of Funds, Series 7, Trading, Bloomberg, Investment Strategies, Asset Management, Equity Valuation, Institutional..., Financial Analysis, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of North Carolina at Chapel Hill 1988 — 1992
B.A., English
Deerfield Academy 1984 — 1988
Helicon Research September 2012 - Present
North Carolina Bankers Association September 2011 - May 2012
Helicon Research September 2010 - September 2011
Oak Value Capital Management 2005 - 2010
Silverback Asset Management 2003 - 2005
Merrill Lynch 1999 - 2003
Trident Financial Corporation 1998 - 1999
Skills
Portfolio Management, Investments, Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Financial Modeling, Equities, Equity Research, Due Diligence, Derivatives, Private Equity, Capital Markets, Valuation, Asset Allocation, Investment Management, Fund Of Funds, Series 7, Trading, Bloomberg, Investment Strategies, Asset Management, Equity Valuation, Institutional..., Financial Analysis, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of North Carolina at Chapel Hill 1988 — 1992
B.A., English
Deerfield Academy 1984 — 1988
Neeraj Prashar's Merrill Lynch Experience May 1999 - May 2000
Job SVP at Citi
Industry Information Technology and Services
Experience
Citi August 2002 - Present
Citi June 2000 - August 2002
Merrill Lynch May 1999 - May 2000
Polar Software Lts January 1998 - January 1999
CMC Ltd July 1996 - January 1998
Skills
Trading Systems, Project Management, Equities, Equity Derivatives, Market Data
Education
Stevens Institute of Technology 2009 — 2012
Master of Science (M.S.), Financial Engineering
Delhi University
Bachelor of Science (B.Sc.), Computer Science
Delhi Public School - R. K. Puram 1980 — 1993
Citi August 2002 - Present
Citi June 2000 - August 2002
Merrill Lynch May 1999 - May 2000
Polar Software Lts January 1998 - January 1999
CMC Ltd July 1996 - January 1998
Skills
Trading Systems, Project Management, Equities, Equity Derivatives, Market Data
Education
Stevens Institute of Technology 2009 — 2012
Master of Science (M.S.), Financial Engineering
Delhi University
Bachelor of Science (B.Sc.), Computer Science
Delhi Public School - R. K. Puram 1980 — 1993
Bradley Holden's Merrill Lynch Experience March 2014 - Present
Job Assistant Vice President, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Wilmington Trust June 2010 - September 2013
Morgan Stanley Smith Barney September 2008 - July 2010
TD Bank Group January 2003 - September 2008
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Estate Planning, ETFs, Stocks, Bonds, Financial Services, Finance, Series 7, Investment Management, Credit, Loans
Education
Delaware State University 2005 — 2006
MBA, Business Administration
University of Delaware 1998 — 2002
Political Science, Economics
Merrill Lynch March 2014 - Present
Wilmington Trust June 2010 - September 2013
Morgan Stanley Smith Barney September 2008 - July 2010
TD Bank Group January 2003 - September 2008
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Estate Planning, ETFs, Stocks, Bonds, Financial Services, Finance, Series 7, Investment Management, Credit, Loans
Education
Delaware State University 2005 — 2006
MBA, Business Administration
University of Delaware 1998 — 2002
Political Science, Economics
Carlo Cartaciano's Merrill Lynch Experience May 2000 - January 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Tradeweb May 2009 - Present
Merrill Lynch May 2000 - January 2009
Spherion Technology (Interim Technology) January 1998 - May 2000
Accenture Technology Solutions June 1995 - December 1997
Skills
Electronic Trading, Fixed Income, Java, Software Project..., Trading, Trading Systems, Securities, SDLC, Sybase, SQL, Business Analysis, Derivatives, Requirements Analysis, Vendor Management
Education
De La Salle University 1990 — 1995
B.S. in Computer Science, Computer Technology
Tradeweb May 2009 - Present
Merrill Lynch May 2000 - January 2009
Spherion Technology (Interim Technology) January 1998 - May 2000
Accenture Technology Solutions June 1995 - December 1997
Skills
Electronic Trading, Fixed Income, Java, Software Project..., Trading, Trading Systems, Securities, SDLC, Sybase, SQL, Business Analysis, Derivatives, Requirements Analysis, Vendor Management
Education
De La Salle University 1990 — 1995
B.S. in Computer Science, Computer Technology
Pamela Kreider's Merrill Lynch Experience March 1997 - April 2007
Job Human Resources Benefits Manager at The Kintock Group
Industry Human Resources
Experience
The Kintock Group March 2011 - Present
BlackRock April 2007 - February 2009
Merrill Lynch March 1997 - April 2007
Education
Delaware Valley University 1989 — 1993
Bachelors, Business Administration
The Kintock Group March 2011 - Present
BlackRock April 2007 - February 2009
Merrill Lynch March 1997 - April 2007
Education
Delaware Valley University 1989 — 1993
Bachelors, Business Administration
Lakshmi Kumar's Merrill Lynch Experience 2001 - 2007
Job Senior Treasury Sales Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank May 2014 - Present
Citibank July 2007 - August 2012
Merrill Lynch 2001 - 2007
Silicon Valley Bank 1999 - 2001
PNC 1989 - 1998
Skills
Cash Management, Banking, Portfolio Management, Commercial Banking, Treasury Management, Investments, Series 7, Credit Risk, Commercial Lending, Credit, Credit Analysis, Cross Selling, Loans, Relationship Management, Treasury Services
Education
Delhi University
Bachelor of Laws (LLB)
University of Maryland College Park
Master of Business Administration (MBA)
BMO Harris Bank May 2014 - Present
Citibank July 2007 - August 2012
Merrill Lynch 2001 - 2007
Silicon Valley Bank 1999 - 2001
PNC 1989 - 1998
Skills
Cash Management, Banking, Portfolio Management, Commercial Banking, Treasury Management, Investments, Series 7, Credit Risk, Commercial Lending, Credit, Credit Analysis, Cross Selling, Loans, Relationship Management, Treasury Services
Education
Delhi University
Bachelor of Laws (LLB)
University of Maryland College Park
Master of Business Administration (MBA)
Donna Goldhorn's Merrill Lynch Experience November 1979 - Present
Job Administrative Manager Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch November 1979 - Present
The Vanguard Group June 1976 - September 1979
Education
Villanova University 1976 — 1978
Marketing
Delaware County Community College 1974 — 1976
Merrill Lynch November 1979 - Present
The Vanguard Group June 1976 - September 1979
Education
Villanova University 1976 — 1978
Marketing
Delaware County Community College 1974 — 1976
Edgardo de Jesus's Merrill Lynch Experience August 1997 - October 1997
Job Information Technology Professional
Industry Information Technology and Services
Experience
Fidelity Investments, Inc. March 2007 - February 2009
Oppenheimer & Co. January 2002 - January 2007
Medco February 2001 - December 2001
ADP Brokerage Services September 2000 - January 2001
Medco September 1998 - August 2000
Prudential Securities November 1997 - August 1998
Merrill Lynch August 1997 - October 1997
Medco September 1994 - July 1997
Skills
Data Warehousing, Systems Analysis, Integration, Software Development, Mainframe database, Mainframe utilities, Appilcations systems...
Education
De La Salle University 1976 — 1981
BS
Fidelity Investments, Inc. March 2007 - February 2009
Oppenheimer & Co. January 2002 - January 2007
Medco February 2001 - December 2001
ADP Brokerage Services September 2000 - January 2001
Medco September 1998 - August 2000
Prudential Securities November 1997 - August 1998
Merrill Lynch August 1997 - October 1997
Medco September 1994 - July 1997
Skills
Data Warehousing, Systems Analysis, Integration, Software Development, Mainframe database, Mainframe utilities, Appilcations systems...
Education
De La Salle University 1976 — 1981
BS
Christopher Griswold's Merrill Lynch Experience July 2008 - February 2009
Job Analyst at Goldman, Sachs & Co.
Industry Financial Services
Experience
Goldman, Sachs & Co. September 2009 - September 2011
Merrill Lynch July 2008 - February 2009
Havell's Sylvania 2006 - 2006
Education
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor of Science, Finance, English, and History
Deerfield Academy 2000 — 2004
Goldman, Sachs & Co. September 2009 - September 2011
Merrill Lynch July 2008 - February 2009
Havell's Sylvania 2006 - 2006
Education
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor of Science, Finance, English, and History
Deerfield Academy 2000 — 2004
Sameer Saxena's Merrill Lynch Experience January 2008 - March 2010
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2013 - Present
Headstrong September 2005 - September 2013
Merrill Lynch January 2008 - March 2010
Morgan Stanley Investment Management May 2007 - November 2007
Morgan Stanley September 2005 - April 2007
Oracle August 2003 - September 2005
Techspan January 2002 - August 2003
Education
Delhi University
Masters in Computers, Computer Science
JP Morgan Chase September 2013 - Present
Headstrong September 2005 - September 2013
Merrill Lynch January 2008 - March 2010
Morgan Stanley Investment Management May 2007 - November 2007
Morgan Stanley September 2005 - April 2007
Oracle August 2003 - September 2005
Techspan January 2002 - August 2003
Education
Delhi University
Masters in Computers, Computer Science
Anthony J. Arcuri's Merrill Lynch Experience 1997 - 2000
Job Financial Advisor and Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2000 - Present
US Army Active Duty, US Army Reserves 1984 - 2011
NGIC 2001 - 2004
Merrill Lynch 1997 - 2000
Skills
Multigenerational..., Wealth Preservation..., Financial Advisory, Retirement Planning, Business - Succesion..., Investment Planning, Risk Management, Fixed Income Strategies, Estate Investment..., Investments, Financial Analysis, Retirement
Education
Defense Language Institute
Syracuse University - Maxwell School
Wells Fargo Advisors, LLC 2000 - Present
US Army Active Duty, US Army Reserves 1984 - 2011
NGIC 2001 - 2004
Merrill Lynch 1997 - 2000
Skills
Multigenerational..., Wealth Preservation..., Financial Advisory, Retirement Planning, Business - Succesion..., Investment Planning, Risk Management, Fixed Income Strategies, Estate Investment..., Investments, Financial Analysis, Retirement
Education
Defense Language Institute
Syracuse University - Maxwell School
Andrew Demetriou's Merrill Lynch Experience July 2006 - Present
Job Vice President, Wealth Management Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2006 - Present
Merrill Lynch June 2009 - July 2012
PHH Corporation August 2003 - July 2006
Skills
Banking, Equities, Investments, Sales, Series 63, Series 7, Wealth Management, Leadership, Credit, Credit Analysis, Mortgage Lending, Fixed Income, Risk Management, Mutual Funds, Securities
Education
Denison University 1999 — 2003
Communication
Merrill Lynch July 2006 - Present
Merrill Lynch June 2009 - July 2012
PHH Corporation August 2003 - July 2006
Skills
Banking, Equities, Investments, Sales, Series 63, Series 7, Wealth Management, Leadership, Credit, Credit Analysis, Mortgage Lending, Fixed Income, Risk Management, Mutual Funds, Securities
Education
Denison University 1999 — 2003
Communication
Jamie Vaccarino's Merrill Lynch Experience August 1999 - February 2000
Job Vice President Talent Acquisition, BNP Paribas
Industry Staffing and Recruiting
Experience
BNP Paribas July 2009 - Present
Societe Generale June 2006 - July 2009
ABN AMRO September 2001 - June 2006
Snelling Personnel February 2000 - September 2001
Merrill Lynch August 1999 - February 2000
Education
Sacred Heart University 1997 — 1999
BS, Business Administration
Dean College 1995 — 1997
Associate, Sports Management
BNP Paribas July 2009 - Present
Societe Generale June 2006 - July 2009
ABN AMRO September 2001 - June 2006
Snelling Personnel February 2000 - September 2001
Merrill Lynch August 1999 - February 2000
Education
Sacred Heart University 1997 — 1999
BS, Business Administration
Dean College 1995 — 1997
Associate, Sports Management
Lavangana Baijal's Merrill Lynch Experience 2004 - 2004
Job Business Systems Analyst at Capital One
Industry Financial Services
Experience
Capital One September 2010 - Present
ICONMA April 2009 - August 2010
Merrill Lynch 2004 - 2004
ICICI Bank August 2000 - February 2002
Shelters, a Citibank Associate 1999 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Requirements Gathering, Requirements Analysis, Data Warehousing, Visio, Process Improvement, Business Requirements, Risk Management, Data Analysis, Project Management, Systems Analysis, SQL
Education
Virginia Commonwealth University 2003 — 2004
MS, Finance
Delhi University 1996 — 1999
BA(Hons), Mathematics
Capital One September 2010 - Present
ICONMA April 2009 - August 2010
Merrill Lynch 2004 - 2004
ICICI Bank August 2000 - February 2002
Shelters, a Citibank Associate 1999 - 2000
Skills
Business Analysis, SDLC, Vendor Management, Requirements Gathering, Requirements Analysis, Data Warehousing, Visio, Process Improvement, Business Requirements, Risk Management, Data Analysis, Project Management, Systems Analysis, SQL
Education
Virginia Commonwealth University 2003 — 2004
MS, Finance
Delhi University 1996 — 1999
BA(Hons), Mathematics
Bingxin Xie's Merrill Lynch Experience February 2011 - April 2011
Job CPA, Assurance Experienced Associate at PwC
Industry Accounting
Experience
PwC January 2014 - Present
Merrill Lynch February 2011 - April 2011
Manulife Teda Fund Management July 2010 - August 2010
Skills
Research, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Accounting, Mandarin, Financial Modeling, Accounting, Financial Reporting, Valuation, Bloomberg, Market Research, Internal Controls, Finance, US GAAP, Sarbanes-Oxley Act
Education
University of Southern California 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
De Anza College 2007 — 2009
N/A, Economics/ Business
PwC January 2014 - Present
Merrill Lynch February 2011 - April 2011
Manulife Teda Fund Management July 2010 - August 2010
Skills
Research, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Accounting, Mandarin, Financial Modeling, Accounting, Financial Reporting, Valuation, Bloomberg, Market Research, Internal Controls, Finance, US GAAP, Sarbanes-Oxley Act
Education
University of Southern California 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
De Anza College 2007 — 2009
N/A, Economics/ Business
Hammad Javed's Merrill Lynch Experience March 2011 - Present
Job QA Engineer
Industry Information Technology and Services
Experience
Merrill Lynch March 2011 - Present
Kno, Inc. February 2010 - March 2011
Vonics Digital June 2008 - January 2010
Skills
Java, Project Management, HTML, SQL, Microsoft Office, Linux, Agile Methodologies, MySQL, Salesforce.com
Education
San Jose State University
Bachelor's degree, Management Information Systems, General
De Anza College 2001 — 2003
Associate's degree, Finance, General
Merrill Lynch March 2011 - Present
Kno, Inc. February 2010 - March 2011
Vonics Digital June 2008 - January 2010
Skills
Java, Project Management, HTML, SQL, Microsoft Office, Linux, Agile Methodologies, MySQL, Salesforce.com
Education
San Jose State University
Bachelor's degree, Management Information Systems, General
De Anza College 2001 — 2003
Associate's degree, Finance, General
Kojnok Valéria's Merrill Lynch Experience 1994 - 1994
Job Communications manager at Hungarian Donors Forum
Industry Marketing and Advertising
Experience
Magyar Adományozói Fórum/Hungarian Donors Forum 2010 - Present
TBWA 2000 - 2010
TBWA/Vienna 2001 - 2001
JWT 1998 - 2000
Grey 1995 - 1998
Consultatio 1994 - 1994
Merrill Lynch 1994 - 1994
Skills
Advertising, Integrated Marketing, Public Relations, Corporate Communications, Marketing Strategy, Marketing Communications, Strategic Communications, Digital Marketing, Internal Communications, Social Media, Copywriting, Brand Management, Direct Marketing, Media Relations, Social Responsibility, Online Advertising, Social Media Marketing, New Media, Corporate Branding, Digital Media, Creative Strategy, Media Planning, Brand Development, Marketing Management, Online Marketing, Market Research, Press Releases, Digital Strategy
Education
BKF 2010 — 2011
PR communication
Debreceni Egyetem 1986 — 1992
Master, History, English- American studies
Magyar Adományozói Fórum/Hungarian Donors Forum 2010 - Present
TBWA 2000 - 2010
TBWA/Vienna 2001 - 2001
JWT 1998 - 2000
Grey 1995 - 1998
Consultatio 1994 - 1994
Merrill Lynch 1994 - 1994
Skills
Advertising, Integrated Marketing, Public Relations, Corporate Communications, Marketing Strategy, Marketing Communications, Strategic Communications, Digital Marketing, Internal Communications, Social Media, Copywriting, Brand Management, Direct Marketing, Media Relations, Social Responsibility, Online Advertising, Social Media Marketing, New Media, Corporate Branding, Digital Media, Creative Strategy, Media Planning, Brand Development, Marketing Management, Online Marketing, Market Research, Press Releases, Digital Strategy
Education
BKF 2010 — 2011
PR communication
Debreceni Egyetem 1986 — 1992
Master, History, English- American studies
Andre Packer's Merrill Lynch Experience January 2008 - January 2009
Job Rates Middle Office Analyst, Barclays
Industry Financial Services
Experience
Barclays March 2015 - Present
Barclays Investment Bank May 2013 - January 2015
Morgan Stanley May 2011 - April 2012
Merrill Lynch January 2008 - January 2009
Citigroup March 2007 - December 2007
HSBC Securities June 2006 - March 2007
SunTrust Robinson Humphrey January 2005 - June 2006
JP Morgan Chase August 2001 - December 2004
Skills
Derivatives, Interest Rate..., CDS, Hedge Funds, Swaps, Fixed Income, Back Office, Middle Office
Education
Dekalb Technical College
Barclays March 2015 - Present
Barclays Investment Bank May 2013 - January 2015
Morgan Stanley May 2011 - April 2012
Merrill Lynch January 2008 - January 2009
Citigroup March 2007 - December 2007
HSBC Securities June 2006 - March 2007
SunTrust Robinson Humphrey January 2005 - June 2006
JP Morgan Chase August 2001 - December 2004
Skills
Derivatives, Interest Rate..., CDS, Hedge Funds, Swaps, Fixed Income, Back Office, Middle Office
Education
Dekalb Technical College
Bernard Dulaski's Merrill Lynch Experience 1999 - 2001
Job Owner | Paint n' Paper
Industry Retail
Experience
Paint n' Paper 1976 - Present
American Express 2001 - 2003
MetLife 2001 - 2001
Merrill Lynch 1999 - 2001
Skills
Retail, Customer Service, Merchandising, Sales, Marketing Strategy, Sales Management, Strategic Planning
Education
Delaware Valley College
Montclair State University
Paint n' Paper 1976 - Present
American Express 2001 - 2003
MetLife 2001 - 2001
Merrill Lynch 1999 - 2001
Skills
Retail, Customer Service, Merchandising, Sales, Marketing Strategy, Sales Management, Strategic Planning
Education
Delaware Valley College
Montclair State University
Iting (Dennis) Cheng's Merrill Lynch Experience June 2012 - August 2012
Job Manager at FHL Abrasives
Industry Construction
Experience
Merrill Lynch June 2012 - August 2012
Skills
Accounting, Economics, Microsoft Excel, Financial Analysis, Mandarin, Microsoft Office, PowerPoint, Finance, Financial Reporting, Econometrics, Valuation, Microsoft Word, Corporate Finance, Access, Accounts Receivable, Data Analysis, Research, Public Speaking, Analysis, Customer Service, Purchasing Negotiation, Supplier Negotiation, Social Media
Education
UC San Diego 2012 — 2014
Bachelor of Arts (B.A.), Economics
De Anza College 2009 — 2011
Transfer
Merrill Lynch June 2012 - August 2012
Skills
Accounting, Economics, Microsoft Excel, Financial Analysis, Mandarin, Microsoft Office, PowerPoint, Finance, Financial Reporting, Econometrics, Valuation, Microsoft Word, Corporate Finance, Access, Accounts Receivable, Data Analysis, Research, Public Speaking, Analysis, Customer Service, Purchasing Negotiation, Supplier Negotiation, Social Media
Education
UC San Diego 2012 — 2014
Bachelor of Arts (B.A.), Economics
De Anza College 2009 — 2011
Transfer
Iryan Chaudhry's Merrill Lynch Experience 2002 - 2003
Job Senior UAT Tester at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
GBP Financial Solutions, LLC. June 2007 - October 2014
SEI Investments 2003 - 2006
Merrill Lynch 2002 - 2003
Skills
Financial Services, Fixed Income, Business Analysis, Equities, Investment Banking, SDLC, Derivatives, Data Analysis, SWIFT payments, Project Management, Requirements Gathering, Oracle, Portfolio Management, Financial Risk, Risk Management, Business Intelligence, Back Office, Middle Office, Securities, Visio, Capital Markets, FX Options
Education
Immaculata University 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Delaware County Community College 1999 — 2000
Microsoft Certified Systems Engineer
Temple University 1994 — 1997
Business Administration
Great Valley High
Citi October 2014 - Present
GBP Financial Solutions, LLC. June 2007 - October 2014
SEI Investments 2003 - 2006
Merrill Lynch 2002 - 2003
Skills
Financial Services, Fixed Income, Business Analysis, Equities, Investment Banking, SDLC, Derivatives, Data Analysis, SWIFT payments, Project Management, Requirements Gathering, Oracle, Portfolio Management, Financial Risk, Risk Management, Business Intelligence, Back Office, Middle Office, Securities, Visio, Capital Markets, FX Options
Education
Immaculata University 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Delaware County Community College 1999 — 2000
Microsoft Certified Systems Engineer
Temple University 1994 — 1997
Business Administration
Great Valley High
Joshua West, CIMA®'s Merrill Lynch Experience 2003 - 2005
Job Regional Vice President Advisor Consultant Hartford Funds
Industry Financial Services
Experience
Hartford Funds October 2013 - Present
Fidelity Investments June 2008 - October 2013
The Hartford March 2005 - June 2008
Merrill Lynch 2003 - 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, 529 Plans, Series 7, CIMA
Education
University of Florida 2001 — 2003
Bachelor of Science (BS), Finance, General
Daytona Beach Community College 1999 — 2001
Associate's degree
Hartford Funds October 2013 - Present
Fidelity Investments June 2008 - October 2013
The Hartford March 2005 - June 2008
Merrill Lynch 2003 - 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, 401k, 529 Plans, Series 7, CIMA
Education
University of Florida 2001 — 2003
Bachelor of Science (BS), Finance, General
Daytona Beach Community College 1999 — 2001
Associate's degree
Douglas Winston's Merrill Lynch Experience January 1992 - March 1994
Job Owner, Loans Are Us
Industry Financial Services
Experience
Loans Are Us January 1997 - Present
washington county branch NAACP 2004 - 2008
merrill lynch January 1992 - March 1994
Skills
money management, financial advisory, mortgage broker, Retirement Planning, Funding, Investments, Fixed Annuities, Wealth Accumulation, Financial Advisory, Small Business, Life Insurance, Mortgage Lending, Finance, Money Management, Insurance, Estate Planning, Retirement, Banking, Loans, Portfolio Management, Disability Insurance, Credit, Financial Analysis, Employee Benefits, Health Insurance, Real Estate, Leadership, Financial Planners, Strategic Financial..., Wealth Management, Underwriting, Investment Properties, Business, Residential Mortgages, Term Life Insurance, Long-term Care, Asset Management, Entrepreneurship, Refinance, Securities, Loan Origination, Executive Management, Commercial Mortgages, Small Business Lending, Mortgage Banking, Commercial Lending, Investors, Real Estate Financing, Financial Structuring, FHA
Education
Delta State University 1984 — 1987
MBA, management
unversity of southern California 1981 — 1982
greenville high school
Loans Are Us January 1997 - Present
washington county branch NAACP 2004 - 2008
merrill lynch January 1992 - March 1994
Skills
money management, financial advisory, mortgage broker, Retirement Planning, Funding, Investments, Fixed Annuities, Wealth Accumulation, Financial Advisory, Small Business, Life Insurance, Mortgage Lending, Finance, Money Management, Insurance, Estate Planning, Retirement, Banking, Loans, Portfolio Management, Disability Insurance, Credit, Financial Analysis, Employee Benefits, Health Insurance, Real Estate, Leadership, Financial Planners, Strategic Financial..., Wealth Management, Underwriting, Investment Properties, Business, Residential Mortgages, Term Life Insurance, Long-term Care, Asset Management, Entrepreneurship, Refinance, Securities, Loan Origination, Executive Management, Commercial Mortgages, Small Business Lending, Mortgage Banking, Commercial Lending, Investors, Real Estate Financing, Financial Structuring, FHA
Education
Delta State University 1984 — 1987
MBA, management
unversity of southern California 1981 — 1982
greenville high school
Paul Rucci's Merrill Lynch Experience 1983 - 1989
Job Financial Services Business Professional VP, Embedded Control Manager
Industry Banking
Experience
VP, Internal Control - Embedded Control Manager, BNY Mellon 2014 - Present
BNY Mellon 2012 - 2014
BNY Mellon 2008 - 2012
U.S. Bank 2006 - 2008
Wachovia Bank (formally First Union Bank & CoreStates Bank 1991 - 2006
Merrill Lynch 1983 - 1989
Merrill Lynch 1983 - 1989
Skills
Risk Management, Management, Leadership, Change Management, Financial Services, Project Management, Project Planning, Financial Reporting, Securities, Investments, Auditing, Mutual Funds, Strategic Planning, Internal Controls, Fixed Income, Corporate Actions, Hedge Funds, Global Custody, Asset Management, Equities, Business Analysis, Fund Accounting, Back Office, Banking, Capital Markets, Derivatives, Settlement, Lotus Notes, Bloomberg, Alternative Investments, Relationship Management
Education
Delaware County Community College
Associate's degree, Business Administration and Management, General
VP, Internal Control - Embedded Control Manager, BNY Mellon 2014 - Present
BNY Mellon 2012 - 2014
BNY Mellon 2008 - 2012
U.S. Bank 2006 - 2008
Wachovia Bank (formally First Union Bank & CoreStates Bank 1991 - 2006
Merrill Lynch 1983 - 1989
Merrill Lynch 1983 - 1989
Skills
Risk Management, Management, Leadership, Change Management, Financial Services, Project Management, Project Planning, Financial Reporting, Securities, Investments, Auditing, Mutual Funds, Strategic Planning, Internal Controls, Fixed Income, Corporate Actions, Hedge Funds, Global Custody, Asset Management, Equities, Business Analysis, Fund Accounting, Back Office, Banking, Capital Markets, Derivatives, Settlement, Lotus Notes, Bloomberg, Alternative Investments, Relationship Management
Education
Delaware County Community College
Associate's degree, Business Administration and Management, General
Barbara Gorrell's Merrill Lynch Experience 1997 - 2007
Job Financial Counselor at Collaborative Support Programs of NJ
Industry Nonprofit Organization Management
Experience
Collaborative Support Programs of NJ April 2008 - Present
Merrill Lynch 1997 - 2007
Skills
Financial Analysis, Customer Service, Financial Services, Finance, Strategic Financial..., Management, Managerial Finance, Microsoft Excel, Leadership, Nonprofits, CRM, Training, Coaching, Team Building, Budgets, Microsoft Office
Education
Delaware State University 1973 — 1977
BS, Business Administration
Collaborative Support Programs of NJ April 2008 - Present
Merrill Lynch 1997 - 2007
Skills
Financial Analysis, Customer Service, Financial Services, Finance, Strategic Financial..., Management, Managerial Finance, Microsoft Excel, Leadership, Nonprofits, CRM, Training, Coaching, Team Building, Budgets, Microsoft Office
Education
Delaware State University 1973 — 1977
BS, Business Administration
William Acosta's Merrill Lynch Experience February 1998 - May 1998
Job IT Production Support
Industry Information Technology and Services
Experience
Barclays September 2008 - March 2013
Lehman Brothers July 2004 - September 2008
Lehman Brothers February 2004 - July 2004
Prudential Financial May 1998 - January 2004
Merrill Lynch February 1998 - May 1998
Financial Technologies, Inc. November 1992 - February 1998
BASF March 1989 - November 1992
Financial Technologies, Inc November 1988 - March 1989
Skills
COBOL, COBOLII, DB2, Mainframe, CICS, TSO, JCL, Syncsort, VSAM, Fileaid, IMS DB/DC, MVS, Autosys, Unix, Linux, Perl, XML, SDLC
Education
De La Salle University
B.S. Industrial Management Engineering
Barclays September 2008 - March 2013
Lehman Brothers July 2004 - September 2008
Lehman Brothers February 2004 - July 2004
Prudential Financial May 1998 - January 2004
Merrill Lynch February 1998 - May 1998
Financial Technologies, Inc. November 1992 - February 1998
BASF March 1989 - November 1992
Financial Technologies, Inc November 1988 - March 1989
Skills
COBOL, COBOLII, DB2, Mainframe, CICS, TSO, JCL, Syncsort, VSAM, Fileaid, IMS DB/DC, MVS, Autosys, Unix, Linux, Perl, XML, SDLC
Education
De La Salle University
B.S. Industrial Management Engineering
Kimberly Nitz's Merrill Lynch Experience June 2011 - Present
Job Registered Sales Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
LPL Financial 2005 - 2008
Dominion Virginia Power August 1984 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Windows, Teaching
Education
Daytona Beach Community College 1983 — 1984
EET, Electrical/Electronics Maintenance and Repair Technology
Murray State University
Electrical and Electronics Engineering
Randolph Central High
Merrill Lynch June 2011 - Present
LPL Financial 2005 - 2008
Dominion Virginia Power August 1984 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Windows, Teaching
Education
Daytona Beach Community College 1983 — 1984
EET, Electrical/Electronics Maintenance and Repair Technology
Murray State University
Electrical and Electronics Engineering
Randolph Central High
Delfina Stacy's Merrill Lynch Experience November 2007 - July 2008
Job Executive Admin at iMethods
Industry Staffing and Recruiting
Experience
iMethods August 2011 - Present
Stryker July 2008 - August 2011
Merrill Lynch November 2007 - July 2008
Blue Cross Blue Shield of Florida November 2006 - November 2007
Michigan State University July 2001 - October 2006
J. R. Heineman & Sons October 1997 - June 2000
Education
Delta College 1999 — 2001
Business
Saginaw Career Complex 1997 — 1999
Certification, Business Administration
Cambridge Academy 1995 — 1999
General College Prep
iMethods August 2011 - Present
Stryker July 2008 - August 2011
Merrill Lynch November 2007 - July 2008
Blue Cross Blue Shield of Florida November 2006 - November 2007
Michigan State University July 2001 - October 2006
J. R. Heineman & Sons October 1997 - June 2000
Education
Delta College 1999 — 2001
Business
Saginaw Career Complex 1997 — 1999
Certification, Business Administration
Cambridge Academy 1995 — 1999
General College Prep
Francis Gustilo's Merrill Lynch Experience February 2006 - February 2008
Job Senior Developer at Sumitomo Mitsui Trust Bank, AVP
Industry Banking
Experience
Sumitomo Mitsui Trust Bank March 2012 - Present
Societe Generale Corporate & Investment Banking November 2009 - March 2012
Health Systems Solutions Inc. February 2008 - November 2009
Merrill Lynch February 2006 - February 2008
Cormant Technologies March 2002 - January 2006
Datapax, Inc. 1998 - 2002
Skills
C#, WPF, WCF, Microsoft SQL Server, Web Services, VB.NET, .NET, SQL, ASP.NET, Agile Methodologies, TFS, SDLC, Visual Basic, Subversion, WinForms
Education
De La Salle University 1992 — 1997
BS, Computer Science
Sumitomo Mitsui Trust Bank March 2012 - Present
Societe Generale Corporate & Investment Banking November 2009 - March 2012
Health Systems Solutions Inc. February 2008 - November 2009
Merrill Lynch February 2006 - February 2008
Cormant Technologies March 2002 - January 2006
Datapax, Inc. 1998 - 2002
Skills
C#, WPF, WCF, Microsoft SQL Server, Web Services, VB.NET, .NET, SQL, ASP.NET, Agile Methodologies, TFS, SDLC, Visual Basic, Subversion, WinForms
Education
De La Salle University 1992 — 1997
BS, Computer Science
Matthew Katzen's Merrill Lynch Experience May 2012 - August 2012
Job FullTime Student
Industry Marketing and Advertising
Experience
Dean College September 2010 - Present
Glasser Bows Inc. May 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Glasser Bows Inc April 2012 - August 2012
Sal’s Place Restaurant - Bus Boy May 2011 - June 2011
Crown Plaza Hotel January 2007 - June 2007
Skills
Music, Leadership, Microsoft Office, Microsoft Word, Work Ethic, High Potential, Determination to Succeed, Cooperation, Data Entry, Research, Nonprofits, Marketing, Time Management, Public Speaking, Student Affairs, Facebook, Community Outreach, Higher Education, Event Planning, Student Development, Fundraising
Education
Dean College 2010 — 2013
Dean College
School of Business
Dean College September 2010 - Present
Glasser Bows Inc. May 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Glasser Bows Inc April 2012 - August 2012
Sal’s Place Restaurant - Bus Boy May 2011 - June 2011
Crown Plaza Hotel January 2007 - June 2007
Skills
Music, Leadership, Microsoft Office, Microsoft Word, Work Ethic, High Potential, Determination to Succeed, Cooperation, Data Entry, Research, Nonprofits, Marketing, Time Management, Public Speaking, Student Affairs, Facebook, Community Outreach, Higher Education, Event Planning, Student Development, Fundraising
Education
Dean College 2010 — 2013
Dean College
School of Business
Ifiok Ekanem's Merrill Lynch Experience 2007 - 2008
Job IT Professional
Industry Information Technology and Services
Experience
Robert Half Technology 2012 - 2013
AirWatch 2011 - 2011
Merrill Lynch 2007 - 2008
Georgia Piedmont Technical College (formerly DeKalb Technical College) 2006 - 2007
Skills
CCNA, System Administration, Mobile Devices, Wireless Networking, SharePoint, Active Directory, IT Asset Management, VPN, WLAN, LAN-WAN, RADIUS, TCP/IP, Technical Support, Help Desk Support, DHCP, DNS, Troubleshooting, Wireless Routers, IPSec, Remedy Ticketing System, Dameware, RSA SecurID, Blackberry, Windows 7, Windows Vista, Windows XP Pro, Microsoft Office
Education
Clayton State University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
Dekalb Technical College 2006 — 2008
Associate of Science (A.S.), Computer and Information Sciences and Support Services
Robert Half Technology 2012 - 2013
AirWatch 2011 - 2011
Merrill Lynch 2007 - 2008
Georgia Piedmont Technical College (formerly DeKalb Technical College) 2006 - 2007
Skills
CCNA, System Administration, Mobile Devices, Wireless Networking, SharePoint, Active Directory, IT Asset Management, VPN, WLAN, LAN-WAN, RADIUS, TCP/IP, Technical Support, Help Desk Support, DHCP, DNS, Troubleshooting, Wireless Routers, IPSec, Remedy Ticketing System, Dameware, RSA SecurID, Blackberry, Windows 7, Windows Vista, Windows XP Pro, Microsoft Office
Education
Clayton State University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
Dekalb Technical College 2006 — 2008
Associate of Science (A.S.), Computer and Information Sciences and Support Services
Al Snook's Merrill Lynch Experience September 2000 - Present
Job Retired at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2000 - Present
Skills
Microsoft Word, Customer Service, English, Windows, Research, Teaching, Public Speaking, Strategic Planning
Education
University of North Texas 1969 — 1970
Bachelor of Business Administration (B.B.A.), Marketing
Defense Language Institute 1964 — 1964
Germanic Languages, Literatures, and Linguistics
Merrill Lynch September 2000 - Present
Skills
Microsoft Word, Customer Service, English, Windows, Research, Teaching, Public Speaking, Strategic Planning
Education
University of North Texas 1969 — 1970
Bachelor of Business Administration (B.B.A.), Marketing
Defense Language Institute 1964 — 1964
Germanic Languages, Literatures, and Linguistics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank