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
Steve Sahara MBA, CPA Steve Sahara MBA, CPA's Merrill Lynch Experience September 1991 - September 1993
Job Global Financial Advisory Services at SRR
Industry Financial Services
Experience
Stout Risius Ross 2014 - Present
Crédit Agricole CIB January 2006 - January 2013
ABN AMRO Bank June 2004 - December 2005
Empower Telecom Software April 2000 - May 2004
Lehman Brothers August 1998 - March 2000
Morgan Stanley September 1993 - July 1998
Merrill Lynch September 1991 - September 1993
Nuveen Investments 1991 - 1991
Pfingsten Partners 1990 - 1990
Price Waterhouse 1985 - 1990
Education
University of Chicago Graduate School of Business 1990 — 1991
MBA
DePaul University Chicago 1980 — 1985
MACC and BSC
Stout Risius Ross 2014 - Present
Crédit Agricole CIB January 2006 - January 2013
ABN AMRO Bank June 2004 - December 2005
Empower Telecom Software April 2000 - May 2004
Lehman Brothers August 1998 - March 2000
Morgan Stanley September 1993 - July 1998
Merrill Lynch September 1991 - September 1993
Nuveen Investments 1991 - 1991
Pfingsten Partners 1990 - 1990
Price Waterhouse 1985 - 1990
Education
University of Chicago Graduate School of Business 1990 — 1991
MBA
DePaul University Chicago 1980 — 1985
MACC and BSC
Ana Arias Ana Arias's Merrill Lynch Experience April 2012 - June 2012
Job Consultant at Deloitte Advisory
Industry Financial Services
Experience
Deloitte Advisory July 2014 - Present
JPMorgan Chase & Co. January 2014 - April 2014
UBS Global Asset Management June 2013 - August 2013
DePaul University Controller's Office June 2012 - June 2013
Merrill Lynch April 2012 - June 2012
Ankin Law Offices August 2010 - December 2011
Skills
Reporting & Analysis, Operations Management, Data Entry, Leadership, Microsoft Excel, Spreadsheets, Spanish, Teamwork, Finance, Journal Entries, Account Reconciliation, Metrics, MIS, Translation, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Sports, Outlook, Filing, Time Management, Public Speaking
Education
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Finance, Senior
Deloitte Advisory July 2014 - Present
JPMorgan Chase & Co. January 2014 - April 2014
UBS Global Asset Management June 2013 - August 2013
DePaul University Controller's Office June 2012 - June 2013
Merrill Lynch April 2012 - June 2012
Ankin Law Offices August 2010 - December 2011
Skills
Reporting & Analysis, Operations Management, Data Entry, Leadership, Microsoft Excel, Spreadsheets, Spanish, Teamwork, Finance, Journal Entries, Account Reconciliation, Metrics, MIS, Translation, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Sports, Outlook, Filing, Time Management, Public Speaking
Education
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Finance, Senior
Megan Manetas Megan Manetas's Merrill Lynch Experience January 2011 - March 2011
Job Sales Operations at CDK Global
Industry Computer Software
Experience
CDK Global February 2015 - Present
CDK Global July 2013 - Present
Passionate Petsitters August 2012 - July 2014
Tower Hill Trading February 2012 - August 2012
DePaul University Office of Advancement October 2010 - June 2011
Merrill Lynch January 2011 - March 2011
The World Trade Council September 2010 - March 2011
DePaul University October 2009 - October 2010
Gap Inc. November 2006 - April 2010
Skills
Fundraising, Analysis, Market Research, Customer Service, Creative Strategy, International Business, Wealth Management, Facebook, Sales Improvement, Microsoft Office, Access, Lead Generation, Microsoft Excel, International Finance, Global Strategy, PowerPoint, Social Media, Cold Calling, Public Speaking, Sales Effectiveness, Annual Giving, Social Networking, Data Analysis, Financial Analysis, Salesforce.com, International Trade, Team Leadership, Outlook, Call Centers, Finance, Account Management, Direct Sales, Team-oriented, Data Entry, Nonprofits, Cognos
Education
Université de Lausanne 2011 — 2011
Certificate of Intermediate French, French (B1-C2), Intermediate French
DePaul University 2007 — 2011
Bachelor of Science, Finance, International Business
CDK Global February 2015 - Present
CDK Global July 2013 - Present
Passionate Petsitters August 2012 - July 2014
Tower Hill Trading February 2012 - August 2012
DePaul University Office of Advancement October 2010 - June 2011
Merrill Lynch January 2011 - March 2011
The World Trade Council September 2010 - March 2011
DePaul University October 2009 - October 2010
Gap Inc. November 2006 - April 2010
Skills
Fundraising, Analysis, Market Research, Customer Service, Creative Strategy, International Business, Wealth Management, Facebook, Sales Improvement, Microsoft Office, Access, Lead Generation, Microsoft Excel, International Finance, Global Strategy, PowerPoint, Social Media, Cold Calling, Public Speaking, Sales Effectiveness, Annual Giving, Social Networking, Data Analysis, Financial Analysis, Salesforce.com, International Trade, Team Leadership, Outlook, Call Centers, Finance, Account Management, Direct Sales, Team-oriented, Data Entry, Nonprofits, Cognos
Education
Université de Lausanne 2011 — 2011
Certificate of Intermediate French, French (B1-C2), Intermediate French
DePaul University 2007 — 2011
Bachelor of Science, Finance, International Business
Carole Kaplan Carole Kaplan's Merrill Lynch Experience January 2013 - March 2013
Job Account Services Associate at Cortland Capital Market Services LLC
Industry Investment Management
Experience
Cortland Capital Market Services LLC February 2015 - Present
SunGard Financial Systems August 2014 - January 2015
Grosvenor Capital Management, L.P September 2013 - May 2014
Discover Financial Services June 2013 - August 2013
Merrill Lynch January 2013 - March 2013
Sunbelt Business Brokers September 2012 - November 2012
Camp Ramah in Wisconsin June 2011 - August 2011
Camp Ramah in Wisconsin June 2010 - August 2010
Skills
AvantGard Quantum, IBM Lotus Notes, Salesforce.com, ACT by SAGE, Microsoft Outlook, Microsoft Excel, Microsoft Word, Banking, Cash Management
Education
DePaul University 2011 — 2014
Bachelor of Arts (B.A.), Economics and Philosophy
New Trier High School 2006 — 2010
Cortland Capital Market Services LLC February 2015 - Present
SunGard Financial Systems August 2014 - January 2015
Grosvenor Capital Management, L.P September 2013 - May 2014
Discover Financial Services June 2013 - August 2013
Merrill Lynch January 2013 - March 2013
Sunbelt Business Brokers September 2012 - November 2012
Camp Ramah in Wisconsin June 2011 - August 2011
Camp Ramah in Wisconsin June 2010 - August 2010
Skills
AvantGard Quantum, IBM Lotus Notes, Salesforce.com, ACT by SAGE, Microsoft Outlook, Microsoft Excel, Microsoft Word, Banking, Cash Management
Education
DePaul University 2011 — 2014
Bachelor of Arts (B.A.), Economics and Philosophy
New Trier High School 2006 — 2010
William Krentz William Krentz's Merrill Lynch Experience June 2012 - August 2012
Job Project Manager and Implementation Consultant at Epic
Industry Computer Software
Experience
Epic August 2014 - Present
Denison University May 2013 - May 2014
Merrill Lynch June 2012 - August 2012
The Pines at Davidson January 2009 - August 2012
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, SPSS, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Critical Thinking, Data Analysis, Teaching, Editing, Economics, Leadership, Spanish, Teamwork, Customer Service, Facebook, Social Networking
Education
Denison University 2010 — 2014
Bachelor's degree, Economics
Epic August 2014 - Present
Denison University May 2013 - May 2014
Merrill Lynch June 2012 - August 2012
The Pines at Davidson January 2009 - August 2012
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, SPSS, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Critical Thinking, Data Analysis, Teaching, Editing, Economics, Leadership, Spanish, Teamwork, Customer Service, Facebook, Social Networking
Education
Denison University 2010 — 2014
Bachelor's degree, Economics
Frederick J. Phillips, CFP® Frederick J. Phillips, CFP®'s Merrill Lynch Experience May 1997 - Present
Job First Vice President Wealth Management Advisor at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 1997 - Present
Skills
Retirement Planning, Estate Planning, Investments, Asset Allocation, Wealth Management, Mutual Funds, Securities, Financial Analysis, Risk Management, Life Insurance, Strategic Financial..., Portfolio Management, Series 7, Banking, Asset Managment, Equities, Financial Modeling, Loans
Education
DePaul University
Financial Planning Certificate Program
Iowa State University - College of Business
Finance
New Trier High School
Merrill Lynch May 1997 - Present
Skills
Retirement Planning, Estate Planning, Investments, Asset Allocation, Wealth Management, Mutual Funds, Securities, Financial Analysis, Risk Management, Life Insurance, Strategic Financial..., Portfolio Management, Series 7, Banking, Asset Managment, Equities, Financial Modeling, Loans
Education
DePaul University
Financial Planning Certificate Program
Iowa State University - College of Business
Finance
New Trier High School
Andrew Stoltmann Andrew Stoltmann's Merrill Lynch Experience 1995 - 1996
Job Member Board of Directors at PIABA
Industry Law Practice
Experience
PIABA May 2014 - Present
Adjunct Faculty Northwestern University School of Law January 2009 - Present
Stoltmann Law Offices, P.C. February 2005 - Present
CNBC 2005 - 2014
CNBC 2005 - 2014
Maddox, Hargett & Caruso June 1998 - February 2005
Merrill Lynch 1995 - 1996
Olde Discount 1994 - 1994
Skills
Securities Arbitration, FINRA, Securities Litigation, Securities Law, Arbitration, Appeals, Business Litigation, Claim, Civil Litigation, Commercial Litigation, Finance, Fraud, Litigation, Mediation, Securities, Securities Regulation, Trial Practice, Class Actions, Dispute Resolution, Insurance, Investments, Trials, Westlaw
Education
DePaul University 1996 — 1999
Law
University of Wisconsin-Madison 1990 — 1994
Business
PIABA May 2014 - Present
Adjunct Faculty Northwestern University School of Law January 2009 - Present
Stoltmann Law Offices, P.C. February 2005 - Present
CNBC 2005 - 2014
CNBC 2005 - 2014
Maddox, Hargett & Caruso June 1998 - February 2005
Merrill Lynch 1995 - 1996
Olde Discount 1994 - 1994
Skills
Securities Arbitration, FINRA, Securities Litigation, Securities Law, Arbitration, Appeals, Business Litigation, Claim, Civil Litigation, Commercial Litigation, Finance, Fraud, Litigation, Mediation, Securities, Securities Regulation, Trial Practice, Class Actions, Dispute Resolution, Insurance, Investments, Trials, Westlaw
Education
DePaul University 1996 — 1999
Law
University of Wisconsin-Madison 1990 — 1994
Business
Randy Kudlata's Merrill Lynch Experience 2003 - 2008
Job Senior Sales Consultant
Industry Medical Devices
Experience
Dickson Data 2015 - Present
ETF.com (formally IndexUniverse) 2013 - 2014
Edward Jones 2011 - 2012
ConvergEx Group/LiquidPoint 2008 - 2011
Merrill Lynch 2003 - 2008
Morgan Stanley 2000 - 2003
Skills
Sales Management, Salesforce.com, New Business Development, Hedge Funds, Relationship Management, Electronic Trading, Selling, Proprietary Trading, Trading, Contract Negotiation, Electronic Trading..., Financial Services, Trading System, Series 7, FINRA, Fixed Income, Financial Markets, Trading Systems, Investments, Sales, Options
Education
DePaul University 2001 — 2002
Certified Financial Planning Certificate Program
Drake University 1983 — 1987
Finance
Dickson Data 2015 - Present
ETF.com (formally IndexUniverse) 2013 - 2014
Edward Jones 2011 - 2012
ConvergEx Group/LiquidPoint 2008 - 2011
Merrill Lynch 2003 - 2008
Morgan Stanley 2000 - 2003
Skills
Sales Management, Salesforce.com, New Business Development, Hedge Funds, Relationship Management, Electronic Trading, Selling, Proprietary Trading, Trading, Contract Negotiation, Electronic Trading..., Financial Services, Trading System, Series 7, FINRA, Fixed Income, Financial Markets, Trading Systems, Investments, Sales, Options
Education
DePaul University 2001 — 2002
Certified Financial Planning Certificate Program
Drake University 1983 — 1987
Finance
Bob Schuldt Bob Schuldt's Merrill Lynch Experience September 1994 - Present
Job I simplify your finances making your life easier
Industry Financial Services
Experience
Merrill Lynch September 1994 - Present
MBN 2003 - Present
Rodman & Renshaw April 1994 - September 1994
Furst Staffing March 1992 - March 1994
Schuldt Automobile Detailing June 1989 - March 1991
Skills
Retirement Planning, Wealth Management, Insurance, Financial Planning, Asset Allocation, Retirement, Investments, Investment Strategies, Wealth, Wealth Accumulation, Series 7, Retirement Income..., Wealth Transfer, Insurance Planning, High Net Worth..., Portfolio Management, Annuities, Financial Advice, Long Term Care, IRA's, Mutual Funds, Charitable Giving, Private Wealth..., Equities, Private Banking, ETFs, Fixed Income, Personal Finance, Mortgage, Wealth Management..., Financial Advisory, IRAs, Fixed Annuities, Strategic Financial..., Alternative Investments, Finance, Investment Advisory, Asset Management, Financial Planners, Securities, Estate Planning, 401k, Series 63
Education
DePaul University 2000 — 2001
Certificate, Financial Planning
Rockford College 1992 — 1994
Bachelor of Science, Economics
Merrill Lynch September 1994 - Present
MBN 2003 - Present
Rodman & Renshaw April 1994 - September 1994
Furst Staffing March 1992 - March 1994
Schuldt Automobile Detailing June 1989 - March 1991
Skills
Retirement Planning, Wealth Management, Insurance, Financial Planning, Asset Allocation, Retirement, Investments, Investment Strategies, Wealth, Wealth Accumulation, Series 7, Retirement Income..., Wealth Transfer, Insurance Planning, High Net Worth..., Portfolio Management, Annuities, Financial Advice, Long Term Care, IRA's, Mutual Funds, Charitable Giving, Private Wealth..., Equities, Private Banking, ETFs, Fixed Income, Personal Finance, Mortgage, Wealth Management..., Financial Advisory, IRAs, Fixed Annuities, Strategic Financial..., Alternative Investments, Finance, Investment Advisory, Asset Management, Financial Planners, Securities, Estate Planning, 401k, Series 63
Education
DePaul University 2000 — 2001
Certificate, Financial Planning
Rockford College 1992 — 1994
Bachelor of Science, Economics
Peter Hodgman Peter Hodgman's Merrill Lynch Experience January 2005 - March 2008
Job Vice President – Financial Consultant at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab December 2014 - Present
FTN Financial January 2012 - September 2013
Bank of America Merrill Lynch March 2008 - September 2011
Merrill Lynch January 2005 - March 2008
Merrill Lynch January 2001 - January 2005
Merrill Lynch December 1998 - January 2001
Merrill Lynch February 1997 - August 1998
Metropolitan Life Insurance Company June 1996 - December 1996
Education
Denison University 1992 — 1996
Bachelor's Degree, English Language and Literature, General
Charles Schwab December 2014 - Present
FTN Financial January 2012 - September 2013
Bank of America Merrill Lynch March 2008 - September 2011
Merrill Lynch January 2005 - March 2008
Merrill Lynch January 2001 - January 2005
Merrill Lynch December 1998 - January 2001
Merrill Lynch February 1997 - August 1998
Metropolitan Life Insurance Company June 1996 - December 1996
Education
Denison University 1992 — 1996
Bachelor's Degree, English Language and Literature, General
Samantha Okasinski's Merrill Lynch Experience January 2009 - May 2009
Job Marketing Manager at Tribune National Sales
Industry Marketing and Advertising
Experience
Tribune Publishing- Tribune National Sales September 2014 - Present
Chicago Tribune Media Group March 2013 - Present
Chicago Tribune Media Group December 2011 - March 2013
Chicago Tribune Media Group April 2010 - December 2011
Chicago Tribune Media Group June 2009 - April 2010
The Gurnee Park District May 2005 - September 2009
Merrill Lynch January 2009 - May 2009
Skills
Social Media Marketing, Digital Marketing, Social Media, Marketing, Email Marketing, Advertising, Event Planning, Leadership, Online Advertising, Business Development, Media Planning, Advertising Sales, Sales
Education
DePaul University 2006 — 2010
Bachelors of Science, Marketing and Management with a concentration in Entrepreneurship
Tribune Publishing- Tribune National Sales September 2014 - Present
Chicago Tribune Media Group March 2013 - Present
Chicago Tribune Media Group December 2011 - March 2013
Chicago Tribune Media Group April 2010 - December 2011
Chicago Tribune Media Group June 2009 - April 2010
The Gurnee Park District May 2005 - September 2009
Merrill Lynch January 2009 - May 2009
Skills
Social Media Marketing, Digital Marketing, Social Media, Marketing, Email Marketing, Advertising, Event Planning, Leadership, Online Advertising, Business Development, Media Planning, Advertising Sales, Sales
Education
DePaul University 2006 — 2010
Bachelors of Science, Marketing and Management with a concentration in Entrepreneurship
Blake Beebe's Merrill Lynch Experience June 2011 - October 2012
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch June 2011 - October 2012
Merrill Lynch January 2011 - April 2011
Gone Greek RMS July 2010 - January 2011
Ruth's Chris Steak House June 2010 - November 2010
The Home Depot January 2010 - August 2010
Huron Distributors Inc. June 2008 - January 2010
7UP/Dr. Pepper Bottling Group January 2007 - June 2008
Skills
Series 7 License, Series 66 License, Life, Accident, and..., Finance, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Analysis, Management, Time Management, Sales, Bloomberg Terminal, Outlook, Managed Futures, Customer Service
Education
DePaul University 2008 — 2012
Bachelor of Science - Finance, Finance, General
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch June 2011 - October 2012
Merrill Lynch January 2011 - April 2011
Gone Greek RMS July 2010 - January 2011
Ruth's Chris Steak House June 2010 - November 2010
The Home Depot January 2010 - August 2010
Huron Distributors Inc. June 2008 - January 2010
7UP/Dr. Pepper Bottling Group January 2007 - June 2008
Skills
Series 7 License, Series 66 License, Life, Accident, and..., Finance, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Analysis, Management, Time Management, Sales, Bloomberg Terminal, Outlook, Managed Futures, Customer Service
Education
DePaul University 2008 — 2012
Bachelor of Science - Finance, Finance, General
Dean DeLisle Dean DeLisle's Merrill Lynch Experience March 1981 - October 1983
Job Social Selling Relationship Marketing Social Network | Trainer and Coach | Author | Speaker | CEO Forward Progress
Industry Professional Training & Coaching
Experience
Forward Progress, Inc. January 2003 - Present
University of Illinois at Chicago - UIC Liautaud Graduate School of Business October 2012 - Present
OFI Holdings, Inc. July 2010 - August 2012
US Residential, LLC. January 2007 - September 2008
JDS Group, Inc. January 2001 - January 2003
Delcom Systems Group, Inc. 1994 - 2002
Management Technology Soutions, LLC. 1990 - 1994
Bansley and Kiener LLC. 1986 - 1990
Business Technology Solutions, LLC. 1983 - 1986
Merrill Lynch March 1981 - October 1983
Skills
Relationship Marketing, Social Selling, Social Networking, Lead Generation, Online Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Leadership, Social Media, LinkedIn, Business Development, Small Business, CRM, Facebook, Blogging, Marketing, SEO, Sales, Sales Process, Entrepreneurship, SEM, Facebook Marketing, Web Marketing, Digital Marketing, Web Analytics, Social Marketing, Executive Coaching, Sales Operations, Emotional Intelligence, Market Planning, Product Marketing, Internet Strategy, Webinars, Selling Skills, Event Planning, YouTube, Social Business, Twitter, Sales Leadership..., Call Center Development, Community Development, E-Learning, Mobile Internet, Social Intelligence, Sales Management..., Pinterest, Network Science, Sales Skills Training, Sales Training
Education
DePaul University 1982 — 1985
Business Management
Chicago Computer Learning Center 1982 — 1984
Certified System Programmer, Computer Programming, A
Purdue University 1980 — 1982
Business Management
Gavit High School 1977 — 1980
Diploma, Business Administration and Management, General
Wright
Leadership
Forward Progress, Inc. January 2003 - Present
University of Illinois at Chicago - UIC Liautaud Graduate School of Business October 2012 - Present
OFI Holdings, Inc. July 2010 - August 2012
US Residential, LLC. January 2007 - September 2008
JDS Group, Inc. January 2001 - January 2003
Delcom Systems Group, Inc. 1994 - 2002
Management Technology Soutions, LLC. 1990 - 1994
Bansley and Kiener LLC. 1986 - 1990
Business Technology Solutions, LLC. 1983 - 1986
Merrill Lynch March 1981 - October 1983
Skills
Relationship Marketing, Social Selling, Social Networking, Lead Generation, Online Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Leadership, Social Media, LinkedIn, Business Development, Small Business, CRM, Facebook, Blogging, Marketing, SEO, Sales, Sales Process, Entrepreneurship, SEM, Facebook Marketing, Web Marketing, Digital Marketing, Web Analytics, Social Marketing, Executive Coaching, Sales Operations, Emotional Intelligence, Market Planning, Product Marketing, Internet Strategy, Webinars, Selling Skills, Event Planning, YouTube, Social Business, Twitter, Sales Leadership..., Call Center Development, Community Development, E-Learning, Mobile Internet, Social Intelligence, Sales Management..., Pinterest, Network Science, Sales Skills Training, Sales Training
Education
DePaul University 1982 — 1985
Business Management
Chicago Computer Learning Center 1982 — 1984
Certified System Programmer, Computer Programming, A
Purdue University 1980 — 1982
Business Management
Gavit High School 1977 — 1980
Diploma, Business Administration and Management, General
Wright
Leadership
Scott C. Wardrop's Merrill Lynch Experience April 1994 - February 2009
Job First Vice President Investments | Wealth Management | Senior Portfolio Manager | UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services Inc February 2009 - Present
Merrill Lynch April 1994 - February 2009
Education
Denison University 1986 — 1990
Bachelor of Science (B.S.), Economics
Forest Hills Central High School 1982 — 1986
UBS Financial Services Inc February 2009 - Present
Merrill Lynch April 1994 - February 2009
Education
Denison University 1986 — 1990
Bachelor of Science (B.S.), Economics
Forest Hills Central High School 1982 — 1986
Armando Hermosillo's Merrill Lynch Experience January 2012 - March 2012
Job Customer Marketing Manager at Kellogg Company
Industry Food & Beverages
Experience
Kellogg Company January 2015 - Present
Kellogg Company February 2014 - January 2015
Kellogg Company October 2012 - February 2014
Kellogg Company January 2012 - October 2012
Merrill Lynch January 2012 - March 2012
Titan Commercial June 2011 - August 2011
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Economics, Spanish, Social Media, International Relations, Customer Service, French, Microsoft Access, SPSS, Management, Marketing, Marketing Strategy, Sales
Education
DePaul University
Bachelor of Arts (B.A.), International Studies Concentration: Economics, International Studies
Marmion Academy Highschool
Kellogg Company January 2015 - Present
Kellogg Company February 2014 - January 2015
Kellogg Company October 2012 - February 2014
Kellogg Company January 2012 - October 2012
Merrill Lynch January 2012 - March 2012
Titan Commercial June 2011 - August 2011
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Economics, Spanish, Social Media, International Relations, Customer Service, French, Microsoft Access, SPSS, Management, Marketing, Marketing Strategy, Sales
Education
DePaul University
Bachelor of Arts (B.A.), International Studies Concentration: Economics, International Studies
Marmion Academy Highschool
Porter McKay Porter McKay's Merrill Lynch Experience June 2012 - December 2012
Job Sq1 Venture Banking Los Angeles
Industry Banking
Experience
Square 1 Bank May 2015 - Present
Square 1 Bank March 2014 - April 2015
Square 1 Bank September 2013 - February 2014
Square 1 Bank February 2013 - September 2013
Merrill Lynch June 2012 - December 2012
Greater Louisville Inc. October 2011 - June 2012
Skills
CFA Level II Candidate, Financial Reporting, Financial Analysis, Credit Analysis, Venture Capital, Series 7, Accounting, Data Analysis, Financial Modeling, Research, Fundraising, Corporate Finance, Venture Financing, Start-ups, Finance, Portfolio Management, Valuation, Entrepreneurship, Market Research, Private Equity, Due Diligence, Mergers, Risk Management, Credit, Loans, Mergers & Acquisitions
Education
Denison University 2007 — 2011
B.A., Psychology
CFA Level II Candidate
Accounting and Finance
Square 1 Bank May 2015 - Present
Square 1 Bank March 2014 - April 2015
Square 1 Bank September 2013 - February 2014
Square 1 Bank February 2013 - September 2013
Merrill Lynch June 2012 - December 2012
Greater Louisville Inc. October 2011 - June 2012
Skills
CFA Level II Candidate, Financial Reporting, Financial Analysis, Credit Analysis, Venture Capital, Series 7, Accounting, Data Analysis, Financial Modeling, Research, Fundraising, Corporate Finance, Venture Financing, Start-ups, Finance, Portfolio Management, Valuation, Entrepreneurship, Market Research, Private Equity, Due Diligence, Mergers, Risk Management, Credit, Loans, Mergers & Acquisitions
Education
Denison University 2007 — 2011
B.A., Psychology
CFA Level II Candidate
Accounting and Finance
Nathan Hall Nathan Hall's Merrill Lynch Experience June 2008 - August 2008
Job Director Intermediary Sales at Diamond Hill Capital Management
Industry Financial Services
Experience
Diamond Hill Capital Management, Inc. August 2013 - Present
Deutsche Bank June 2011 - August 2013
Ziegler March 2010 - June 2011
Edward Jones June 2009 - January 2010
Merrill Lynch June 2008 - August 2008
Education
Denison University 2005 — 2009
Bachelor's degree, Economics
Diamond Hill Capital Management, Inc. August 2013 - Present
Deutsche Bank June 2011 - August 2013
Ziegler March 2010 - June 2011
Edward Jones June 2009 - January 2010
Merrill Lynch June 2008 - August 2008
Education
Denison University 2005 — 2009
Bachelor's degree, Economics
Christopher Herbst Christopher Herbst's Merrill Lynch Experience January 2006 - March 2006
Job Director of Advertiser Services at edo Interactive
Industry Marketing and Advertising
Experience
edo Interactive June 2015 - Present
Redbox March 2014 - May 2015
Redbox February 2013 - February 2014
Redbox August 2012 - January 2013
PA Consulting Group October 2011 - August 2012
PA Consulting Group August 2010 - September 2011
Huron Consulting Group January 2010 - August 2010
Huron Consulting Group October 2007 - December 2009
Merrill Lynch January 2006 - March 2006
Skills
Data Analysis, Probabilistic Models, Business Case Modelling, A/B Testing, Quantitative Research, Discrete Choice Modeling, MaxDiff Analysis, Financial Modeling, Consumer Segmentation, Market Segmentation, Strategic Planning, Analytics, Strategy, Management, Customer Insight, Leadership, Project Management, Competitive Analysis, Management Consulting, Marketing
Education
DePaul University 2003 — 2007
BS; BA, Finance; Marketing
edo Interactive June 2015 - Present
Redbox March 2014 - May 2015
Redbox February 2013 - February 2014
Redbox August 2012 - January 2013
PA Consulting Group October 2011 - August 2012
PA Consulting Group August 2010 - September 2011
Huron Consulting Group January 2010 - August 2010
Huron Consulting Group October 2007 - December 2009
Merrill Lynch January 2006 - March 2006
Skills
Data Analysis, Probabilistic Models, Business Case Modelling, A/B Testing, Quantitative Research, Discrete Choice Modeling, MaxDiff Analysis, Financial Modeling, Consumer Segmentation, Market Segmentation, Strategic Planning, Analytics, Strategy, Management, Customer Insight, Leadership, Project Management, Competitive Analysis, Management Consulting, Marketing
Education
DePaul University 2003 — 2007
BS; BA, Finance; Marketing
Carolynn Crawford's Merrill Lynch Experience August 2007 - Present
Job Client Associate & Resident Director's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Morgan Stanley Wealth Management June 2005 - August 2007
Skills
Sales
Education
Denison University 1979 — 1983
Bachelor of Arts (B.A.)
Merrill Lynch August 2007 - Present
Morgan Stanley Wealth Management June 2005 - August 2007
Skills
Sales
Education
Denison University 1979 — 1983
Bachelor of Arts (B.A.)
Scott Newman's Merrill Lynch Experience December 2002 - March 2004
Job Principal/Managing Broker of Newman Realty
Industry Real Estate
Experience
Medical Research Junior Board Foundation January 2013 - Present
National Association of REALTORS January 2012 - Present
Newman Realty December 2008 - Present
Coldwell Banker April 2004 - October 2008
Merrill Lynch December 2002 - March 2004
Skills
Short Sales, Foreclosures, Investment Properties, Residential, Sellers, Residential Homes, First Time Home Buyers, Property, Relocation, Property Management, Mortgage Lending, Real Estate, Sales, Marketing, Selling, Listings, Condos, Real Estate Transactions, Real Estate Development, REO, Downtown Chicago, Leases, Commercial Real Estate, Real Property, New Homes, Investors, Buyer Representation, Referrals, Single Family Homes, Apartments, Brokerage, Real Estate Financing, Rentals, Townhomes, ABR, Buyers, Tenant, Relocation Buyers, Real Estate Economics, Move Up Buyers, Income Properties, Luxury, Real Estate Marketing, FHA, Seller Representation, Real Estate Negotiating, Agents, FHA financing, HUD, New Home Sales
Education
DePaul University 2003 — 2005
BA, English
University of Iowa 2000 — 2002
Bachelor of Arts (B.A.), Business, Political Science, English
University of Arizona 2000 — 2000
Business
Medical Research Junior Board Foundation January 2013 - Present
National Association of REALTORS January 2012 - Present
Newman Realty December 2008 - Present
Coldwell Banker April 2004 - October 2008
Merrill Lynch December 2002 - March 2004
Skills
Short Sales, Foreclosures, Investment Properties, Residential, Sellers, Residential Homes, First Time Home Buyers, Property, Relocation, Property Management, Mortgage Lending, Real Estate, Sales, Marketing, Selling, Listings, Condos, Real Estate Transactions, Real Estate Development, REO, Downtown Chicago, Leases, Commercial Real Estate, Real Property, New Homes, Investors, Buyer Representation, Referrals, Single Family Homes, Apartments, Brokerage, Real Estate Financing, Rentals, Townhomes, ABR, Buyers, Tenant, Relocation Buyers, Real Estate Economics, Move Up Buyers, Income Properties, Luxury, Real Estate Marketing, FHA, Seller Representation, Real Estate Negotiating, Agents, FHA financing, HUD, New Home Sales
Education
DePaul University 2003 — 2005
BA, English
University of Iowa 2000 — 2002
Bachelor of Arts (B.A.), Business, Political Science, English
University of Arizona 2000 — 2000
Business
Daniel Ferrara Daniel Ferrara's Merrill Lynch Experience September 2006 - November 2006
Job Social Studies Teacher
Industry Higher Education
Experience
Sarah Goode STEM Academy September 2014 - Present
Freelance January 2009 - Present
Rewards Network Establishment Services, Inc January 2008 - January 2009
Bristol Myers Squib Co January 2006 - January 2007
Merrill Lynch September 2006 - November 2006
ETS June 2006 - September 2006
Ferrara & Company, LLC January 2003 - January 2006
Skills
Creative Writing, Proofreading, Editing, Copywriting, Professional Writing, Research, Creative Direction, Public Relations, Social Media, Online Marketing, Advertising, Corporate Communications, Editorial, Television, Direct Mail, Press Releases, Web Content, Marketing Copy
Education
DePaul University 2012 — 2014
Master of Education (M.Ed.), History and Secondary Ed
Seton Hall University 1998 — 2002
Bachelor of Arts (B.A.), Journalism
Sarah Goode STEM Academy September 2014 - Present
Freelance January 2009 - Present
Rewards Network Establishment Services, Inc January 2008 - January 2009
Bristol Myers Squib Co January 2006 - January 2007
Merrill Lynch September 2006 - November 2006
ETS June 2006 - September 2006
Ferrara & Company, LLC January 2003 - January 2006
Skills
Creative Writing, Proofreading, Editing, Copywriting, Professional Writing, Research, Creative Direction, Public Relations, Social Media, Online Marketing, Advertising, Corporate Communications, Editorial, Television, Direct Mail, Press Releases, Web Content, Marketing Copy
Education
DePaul University 2012 — 2014
Master of Education (M.Ed.), History and Secondary Ed
Seton Hall University 1998 — 2002
Bachelor of Arts (B.A.), Journalism
Brian Sheppard, CRPC® Brian Sheppard, CRPC®'s Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch February 2013 - July 2014
Merrill Lynch January 2011 - February 2013
Merrill Lynch January 2008 - January 2011
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Equities, Retirement Planning, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Investment Advisory, Bloomberg, Portfolio Management
Education
DePaul University 2012 — 2014
Barrington High School
Merrill Lynch July 2014 - Present
Merrill Lynch February 2013 - July 2014
Merrill Lynch January 2011 - February 2013
Merrill Lynch January 2008 - January 2011
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Equities, Retirement Planning, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Investment Advisory, Bloomberg, Portfolio Management
Education
DePaul University 2012 — 2014
Barrington High School
Daniel Zachary Daniel Zachary's Merrill Lynch Experience June 1984 - June 1987
Job Senior Wealth Manager at Lexington Enterprises Inc.
Industry Investment Management
Experience
Lexington Enterprises Inc. June 1990 - Present
Purple Gougers Paintball Team January 1984 - Present
Drexel Burnham Lambert June 1987 - June 1990
Merrill Lynch June 1984 - June 1987
Skills
Investments, Investment Properties, Investment Banking, Wealth Management, Wealth Management..., Wealth Accumulation, Real Estate, Real Estate Development, Precious Metals, Forecasting
Education
DePaul University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Lexington Enterprises Inc. June 1990 - Present
Purple Gougers Paintball Team January 1984 - Present
Drexel Burnham Lambert June 1987 - June 1990
Merrill Lynch June 1984 - June 1987
Skills
Investments, Investment Properties, Investment Banking, Wealth Management, Wealth Management..., Wealth Accumulation, Real Estate, Real Estate Development, Precious Metals, Forecasting
Education
DePaul University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Catherine Oliven's Merrill Lynch Experience September 1981 - October 1983
Job Entrepreneur, Founder Cross Check, Inc.
Industry Telecommunications
Experience
Cross Check Communications 1993 - Present
Mid America Commodity Exchange October 1988 - Present
Shearson Lehman American Express October 1983 - October 1993
Merrill Lynch September 1981 - October 1983
Skills
Telecommunications, Vendor Management, VoIP, Program Management, Product Management, Cloud Computing, Integration, Business Analysis, Contract Negotiation, Business Strategy, Project Management, Management, Strategic Planning, Process Improvement, IT Management, Team Leadership, Cross-functional Team..., Change Management, Managed Services, Compliance, SaaS, Start-ups, Data Center, Solution Selling, Security, Strategy, Strategic Partnerships
Education
DePaul University 1986 — 1988
MBA, Finance
Loyola University of Chicago 1975 — 1978
BA, English
Cross Check Communications 1993 - Present
Mid America Commodity Exchange October 1988 - Present
Shearson Lehman American Express October 1983 - October 1993
Merrill Lynch September 1981 - October 1983
Skills
Telecommunications, Vendor Management, VoIP, Program Management, Product Management, Cloud Computing, Integration, Business Analysis, Contract Negotiation, Business Strategy, Project Management, Management, Strategic Planning, Process Improvement, IT Management, Team Leadership, Cross-functional Team..., Change Management, Managed Services, Compliance, SaaS, Start-ups, Data Center, Solution Selling, Security, Strategy, Strategic Partnerships
Education
DePaul University 1986 — 1988
MBA, Finance
Loyola University of Chicago 1975 — 1978
BA, English
Kyle Patterson Kyle Patterson's Merrill Lynch Experience April 2005 - June 2005
Job Vice President, Senior Credit Underwriter, Global Commercial Banking, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch October 2007 - October 2010
Bank of America Merrill Lynch September 2005 - September 2007
Bryn Mawr Country Club May 2004 - September 2007
Merrill Lynch April 2005 - June 2005
Skills
Financial Analysis, Financial Modeling, Risk Management, Risk Assessment, Risk Mitigation, Industry Analysis, Industry Research, Problem Solving, Market Analysis, Due Diligence, Mentoring, Excel, Banking, Loans, Credit, Microsoft Office, Social Media, Commercial Banking, Commercial Lending, Credit Risk, Credit Analysis, Underwriting, Lines Of Credit, Treasury Management, Forecasting, Budgeting, Strategy, Investment Banking, Cash Flow
Education
DePaul University 2001 — 2005
Bachelor of Science, Major: Finance, Minor: Accounting
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch October 2007 - October 2010
Bank of America Merrill Lynch September 2005 - September 2007
Bryn Mawr Country Club May 2004 - September 2007
Merrill Lynch April 2005 - June 2005
Skills
Financial Analysis, Financial Modeling, Risk Management, Risk Assessment, Risk Mitigation, Industry Analysis, Industry Research, Problem Solving, Market Analysis, Due Diligence, Mentoring, Excel, Banking, Loans, Credit, Microsoft Office, Social Media, Commercial Banking, Commercial Lending, Credit Risk, Credit Analysis, Underwriting, Lines Of Credit, Treasury Management, Forecasting, Budgeting, Strategy, Investment Banking, Cash Flow
Education
DePaul University 2001 — 2005
Bachelor of Science, Major: Finance, Minor: Accounting
Penny J Martin Penny J Martin's Merrill Lynch Experience August 2002 - January 2003
Job Government Guaranteed Lending
Industry Financial Services
Experience
The Bancorp January 2015 - Present
JPMorgan Chase & Co. April 2013 - December 2014
Fifth Third Bank September 2009 - March 2012
Banco Popular de Puerto Rico December 2003 - September 2009
Merrill Lynch August 2002 - January 2003
Heller Financial 1987 - June 2002
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, SBA, Risk Management, Workout, Negotiation, Asset Managment, Debt Restructuring, SBA 504, Commercial Leasing, Vendor Relationships, Liquidation, Litigation Management, Collections, Bankruptcy, Consumer Debt
Education
DePaul University
Bachelor of Arts (BA), Business Administration and Management, General
Elgin Community College
ABA Paralegal Certification, Legal Assistant/Paralegal, With high honors
The Bancorp January 2015 - Present
JPMorgan Chase & Co. April 2013 - December 2014
Fifth Third Bank September 2009 - March 2012
Banco Popular de Puerto Rico December 2003 - September 2009
Merrill Lynch August 2002 - January 2003
Heller Financial 1987 - June 2002
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, SBA, Risk Management, Workout, Negotiation, Asset Managment, Debt Restructuring, SBA 504, Commercial Leasing, Vendor Relationships, Liquidation, Litigation Management, Collections, Bankruptcy, Consumer Debt
Education
DePaul University
Bachelor of Arts (BA), Business Administration and Management, General
Elgin Community College
ABA Paralegal Certification, Legal Assistant/Paralegal, With high honors
Aaron Van Nice Aaron Van Nice's Merrill Lynch Experience June 2003 - July 2007
Job Director at Baxter Healthcare
Industry Medical Devices
Experience
Baxter Healthcare July 2007 - Present
Merrill Lynch June 2003 - July 2007
Deloitte January 1999 - June 2003
Chicago Trading and Options, Inc. June 1994 - December 1998
Skills
Project management, Legal Operations, Legal Technology, Strategic Planning, Budget Management, Vendor Management, Outside Counsel..., Ebilling, Matter Management, Document Management, Knowledge Management, Information Management, Aggregate Spend..., CPA, Legal Matters, Management, Strategy, Business Process, Business Process..., Financial Modeling, Project Management, Budgets, Process Improvement, Mergers, Business Intelligence, Negotiation, Litigation Support, Leadership, Corporate Law, Risk Management, Finance, Operations Management, E-invoicing, Change Management, Executive Management, Outsourcing, Consulting, Start-ups, Management Consulting, Mergers & Acquisitions, Restructuring
Education
DePaul University 1997 — 1998
Accounting Studies Program, Accounting
University of Iowa - Henry B. Tippie College of Business 1992 — 1994
BBA, Finance
Muscatine High School 1985 — 1989
Baxter Healthcare July 2007 - Present
Merrill Lynch June 2003 - July 2007
Deloitte January 1999 - June 2003
Chicago Trading and Options, Inc. June 1994 - December 1998
Skills
Project management, Legal Operations, Legal Technology, Strategic Planning, Budget Management, Vendor Management, Outside Counsel..., Ebilling, Matter Management, Document Management, Knowledge Management, Information Management, Aggregate Spend..., CPA, Legal Matters, Management, Strategy, Business Process, Business Process..., Financial Modeling, Project Management, Budgets, Process Improvement, Mergers, Business Intelligence, Negotiation, Litigation Support, Leadership, Corporate Law, Risk Management, Finance, Operations Management, E-invoicing, Change Management, Executive Management, Outsourcing, Consulting, Start-ups, Management Consulting, Mergers & Acquisitions, Restructuring
Education
DePaul University 1997 — 1998
Accounting Studies Program, Accounting
University of Iowa - Henry B. Tippie College of Business 1992 — 1994
BBA, Finance
Muscatine High School 1985 — 1989
Ann M. Grady Ann M. Grady's Merrill Lynch Experience April 2004 - March 2008
Job President, Pyrenees Compliance LLC
Industry Financial Services
Experience
Pyrenees Compliance Ltd. January 2015 - Present
X-Change Financial Access (XFA) August 2012 - September 2014
TD Ameritrade June 2009 - August 2012
thinkorswim Inc. October 2008 - June 2010
thinkorswim May 2008 - September 2008
Merrill Lynch April 2004 - March 2008
Office of General Counsel, Merrill Lynch April 2004 - March 2008
ABN AMRO June 2002 - April 2004
Wolverine Trading March 2000 - June 2002
Chicago Board Options Exchange November 1979 - March 2000
Skills
FINRA, Securities, Options, Trading, Alternative Investments, Electronic Trading, Series 7, Hedge Funds, Series 24, ETFs, Financial Markets, Equities, Risk Management, Derivatives, Financial Services, Series 63, Securities Regulation, Broker-Dealer, Investments, Equity Trading, Due Diligence, Equity Derivatives, Market Making, Brokerage, Options Strategies, Mutual Funds, Bloomberg, AML, Trading Systems, Proprietary Trading, Futures, forex, Operations Management, Index Options, Portfolio Management, Financial Risk, Capital Markets, Anti Money Laundering
Education
DePaul University 1976 — 1980
Bachelor of Arts (BA), Liberal Arts and Sciences/Economics
Felician College, Illinois 1978 — 1979
Associate of Arts and Sciences (AAS), Social & Political Science
Pyrenees Compliance Ltd. January 2015 - Present
X-Change Financial Access (XFA) August 2012 - September 2014
TD Ameritrade June 2009 - August 2012
thinkorswim Inc. October 2008 - June 2010
thinkorswim May 2008 - September 2008
Merrill Lynch April 2004 - March 2008
Office of General Counsel, Merrill Lynch April 2004 - March 2008
ABN AMRO June 2002 - April 2004
Wolverine Trading March 2000 - June 2002
Chicago Board Options Exchange November 1979 - March 2000
Skills
FINRA, Securities, Options, Trading, Alternative Investments, Electronic Trading, Series 7, Hedge Funds, Series 24, ETFs, Financial Markets, Equities, Risk Management, Derivatives, Financial Services, Series 63, Securities Regulation, Broker-Dealer, Investments, Equity Trading, Due Diligence, Equity Derivatives, Market Making, Brokerage, Options Strategies, Mutual Funds, Bloomberg, AML, Trading Systems, Proprietary Trading, Futures, forex, Operations Management, Index Options, Portfolio Management, Financial Risk, Capital Markets, Anti Money Laundering
Education
DePaul University 1976 — 1980
Bachelor of Arts (BA), Liberal Arts and Sciences/Economics
Felician College, Illinois 1978 — 1979
Associate of Arts and Sciences (AAS), Social & Political Science
Benjamin Delewski Benjamin Delewski's Merrill Lynch Experience January 1998 - January 2001
Job Senior Director of Finance and Administration at Oxford Casino
Industry Accounting
Experience
Oxford Casino July 2014 - Present
Oxford Casino April 2012 - June 2014
SPX Corporation January 2005 - November 2011
SPX Corporation October 2005 - June 2007
Prosearch, Inc August 2004 - January 2005
C.H. Briggs July 2003 - May 2004
C.H. Briggs October 2002 - June 2003
Delewski & Shurr, P.C. January 1999 - January 2001
Merrill Lynch January 1998 - January 2001
Skills
Proficient in SAP, Adept at MS Excel & Word, Excel, Word, SAP, General Ledger, Compliance, SOX, Financial Reporting, Accounting, Financial Analysis, Forecasting, Billing, Process Improvement, Lotus Notes, Outlook, Accounts Receivable, Account Reconciliation, Microsoft Excel, Microsoft Word, Sarbanes-Oxley Act, Budgets, Invoicing, Payroll, Auditing, Manufacturing, Microsoft Office, Purchasing, Inventory Management, Internal Audit, Journal Entries, Fixed Assets, Cash Flow, Financial Accounting, Cost Accounting, Finance, QuickBooks, Revenue Recognition, Cash Management, Tax
Education
Penn State University 1998 — 2002
Bachelor of Science, Business
Tulpehocken 1992 — 1996
Denison University
Oxford Casino July 2014 - Present
Oxford Casino April 2012 - June 2014
SPX Corporation January 2005 - November 2011
SPX Corporation October 2005 - June 2007
Prosearch, Inc August 2004 - January 2005
C.H. Briggs July 2003 - May 2004
C.H. Briggs October 2002 - June 2003
Delewski & Shurr, P.C. January 1999 - January 2001
Merrill Lynch January 1998 - January 2001
Skills
Proficient in SAP, Adept at MS Excel & Word, Excel, Word, SAP, General Ledger, Compliance, SOX, Financial Reporting, Accounting, Financial Analysis, Forecasting, Billing, Process Improvement, Lotus Notes, Outlook, Accounts Receivable, Account Reconciliation, Microsoft Excel, Microsoft Word, Sarbanes-Oxley Act, Budgets, Invoicing, Payroll, Auditing, Manufacturing, Microsoft Office, Purchasing, Inventory Management, Internal Audit, Journal Entries, Fixed Assets, Cash Flow, Financial Accounting, Cost Accounting, Finance, QuickBooks, Revenue Recognition, Cash Management, Tax
Education
Penn State University 1998 — 2002
Bachelor of Science, Business
Tulpehocken 1992 — 1996
Denison University
Daniel Braun's Merrill Lynch Experience July 1989 - March 1991
Job Senior Portfolio Manager at U.S. Bank The Private Client Reserve
Industry Capital Markets
Experience
U.S. Bank December 2012 - August 2015
Traditum Group February 2011 - May 2012
KCG Holdings, Inc. November 2009 - August 2010
Stark Investments August 2005 - March 2009
NextEra Energy Resources May 2002 - July 2005
Morgan Stanley May 2001 - May 2002
GenOn Energy December 1999 - May 2001
Goldman Sachs May 1993 - November 1999
JPMorgan Chase April 1992 - May 1993
Merrill Lynch July 1989 - March 1991
Skills
Trading, Portfolio Management, Derivatives, Options, Equities, Commodity Markets, Investments, Valuation, Hedge Funds, Hedging, Asset Allocation, Capital Markets, Business Development, Finance, Economics, Recruiting, Corporate Finance, Financial Structuring, Structured Finance, Commodity, Financial Markets, Global Macro, Arbitrage, Equity Derivatives, Bonds, Capital Markets Advisory, Wealth Management..., Energy, Bloomberg, Alternative Investments, Fixed Income, Quantitative Finance, Equity Trading, Talent Acquisition, Market Making, Energy Markets, Energy Policy, Volatility, Proprietary Trading, Swaps, Trading Strategies, Investment Management, Structured Products, Derivatives/Options..., Electricity & Natural..., Federal Energy Policy, On-campus Recruiting, Mentoring & Coaching, Portfolio Construction
Education
The University of Chicago 1996 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1995 — 1998
Master of Science (M.Sc.), Applied Mathematics & Statistics
University of Wisconsin-Madison 1984 — 1986
Bachelor of Science (B.Sc.), Economics
U.S. Bank December 2012 - August 2015
Traditum Group February 2011 - May 2012
KCG Holdings, Inc. November 2009 - August 2010
Stark Investments August 2005 - March 2009
NextEra Energy Resources May 2002 - July 2005
Morgan Stanley May 2001 - May 2002
GenOn Energy December 1999 - May 2001
Goldman Sachs May 1993 - November 1999
JPMorgan Chase April 1992 - May 1993
Merrill Lynch July 1989 - March 1991
Skills
Trading, Portfolio Management, Derivatives, Options, Equities, Commodity Markets, Investments, Valuation, Hedge Funds, Hedging, Asset Allocation, Capital Markets, Business Development, Finance, Economics, Recruiting, Corporate Finance, Financial Structuring, Structured Finance, Commodity, Financial Markets, Global Macro, Arbitrage, Equity Derivatives, Bonds, Capital Markets Advisory, Wealth Management..., Energy, Bloomberg, Alternative Investments, Fixed Income, Quantitative Finance, Equity Trading, Talent Acquisition, Market Making, Energy Markets, Energy Policy, Volatility, Proprietary Trading, Swaps, Trading Strategies, Investment Management, Structured Products, Derivatives/Options..., Electricity & Natural..., Federal Energy Policy, On-campus Recruiting, Mentoring & Coaching, Portfolio Construction
Education
The University of Chicago 1996 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
DePaul University 1995 — 1998
Master of Science (M.Sc.), Applied Mathematics & Statistics
University of Wisconsin-Madison 1984 — 1986
Bachelor of Science (B.Sc.), Economics
Annie Brackemeyer Annie Brackemeyer's Merrill Lynch Experience October 2005 - May 2006
Job Finance Specialist at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric February 2015 - Present
Schneider Electric September 2012 - January 2015
Navistar October 2010 - September 2012
Huron Consulting Group December 2008 - October 2010
Huron Consulting Group January 2007 - December 2008
Merrill Lynch October 2005 - May 2006
Skills
Financial Analysis, Financial Modeling, Variance Analysis, Operating Expenses, Essbase, PeopleSoft, SAP, Financial Forecasting, Operating Budgets, Analysis, Finance
Education
DePaul University 2004 — 2006
Bachelor of Science, Finance
University of Iowa 2002 — 2004
Hoffman Estates High School 1998 — 2002
Schneider Electric February 2015 - Present
Schneider Electric September 2012 - January 2015
Navistar October 2010 - September 2012
Huron Consulting Group December 2008 - October 2010
Huron Consulting Group January 2007 - December 2008
Merrill Lynch October 2005 - May 2006
Skills
Financial Analysis, Financial Modeling, Variance Analysis, Operating Expenses, Essbase, PeopleSoft, SAP, Financial Forecasting, Operating Budgets, Analysis, Finance
Education
DePaul University 2004 — 2006
Bachelor of Science, Finance
University of Iowa 2002 — 2004
Hoffman Estates High School 1998 — 2002
Bruce Boytim Bruce Boytim's Merrill Lynch Experience 2005 - 2009
Job Chief Operating Officer at Pico Quantitative Trading LLC
Industry Financial Services
Experience
Pico Quantitative Trading LLC July 2011 - Present
NYSE Euronext 2009 - July 2011
Merrill Lynch 2005 - 2009
Wave Securities 2002 - 2005
TD Waterhouse 2001 - 2002
Skills
Trading, Equities, High Frequency Trading, Outsourcing, Equity Trading, Management, Securities, Trading Systems, Derivatives, Investments, Securities Lending, Risk Management, Electronic Trading, Capital Markets, Options, Hedge Funds, Financial Markets, Fixed Income, Quantitative Investing, Market Data, Series 7, Bloomberg
Education
DePaul University 2000 — 2002
MSF, Finance
West Virginia University 1994 — 1999
BSBA, Finance
Pico Quantitative Trading LLC July 2011 - Present
NYSE Euronext 2009 - July 2011
Merrill Lynch 2005 - 2009
Wave Securities 2002 - 2005
TD Waterhouse 2001 - 2002
Skills
Trading, Equities, High Frequency Trading, Outsourcing, Equity Trading, Management, Securities, Trading Systems, Derivatives, Investments, Securities Lending, Risk Management, Electronic Trading, Capital Markets, Options, Hedge Funds, Financial Markets, Fixed Income, Quantitative Investing, Market Data, Series 7, Bloomberg
Education
DePaul University 2000 — 2002
MSF, Finance
West Virginia University 1994 — 1999
BSBA, Finance
Sharon Koenig, CPA, MBA Sharon Koenig, CPA, MBA's Merrill Lynch Experience June 1988 - June 1994
Job Chief Financial Officer at ArgusHazco
Industry Financial Services
Experience
Argus-Hazco July 2014 - Present
Encore Capital Group February 2014 - July 2014
Asset Acceptance September 2006 - January 2014
Aksys, Ltd. September 2003 - September 2006
Intentia Americas March 1999 - September 2003
Bank One June 1994 - March 1999
Merrill Lynch June 1988 - June 1994
Skills
Financial Analysis, Financial Reporting, Forecasting, SEC filings, Strategic Financial..., Process Improvement, Accounting, Budgets, Management, Mergers & Acquisitions, Analysis, Strategic Planning, Finance, US GAAP, Accounting Research, Internal Audit, Budget Process, Investor Relations, Due Diligence, Leadership, Treasury Management, Change Management, Interest Rate Swaps, International Operations, Banking Relationships, Financial Modeling, Software Implementation, Software Industry, Expense Management, Private Equity, Divestitures, Financial Variance..., Sarbanes-Oxley Act, Corporate Finance, Cash-flow Management, Internal Controls, Enterprise Risk..., Board of Directors..., Staff Management, Procedure Development, Subject Matter Experts, Financial Services, Banking, Strategy, Medical Devices, Integration, Covenant Compliance, Shared Service Center, Consolidated Reporting, SEC Filings
Education
DePaul University 1991 — 1993
MBA, Management Accounting
Indiana University Bloomington 1984 — 1988
BS, Finance
Argus-Hazco July 2014 - Present
Encore Capital Group February 2014 - July 2014
Asset Acceptance September 2006 - January 2014
Aksys, Ltd. September 2003 - September 2006
Intentia Americas March 1999 - September 2003
Bank One June 1994 - March 1999
Merrill Lynch June 1988 - June 1994
Skills
Financial Analysis, Financial Reporting, Forecasting, SEC filings, Strategic Financial..., Process Improvement, Accounting, Budgets, Management, Mergers & Acquisitions, Analysis, Strategic Planning, Finance, US GAAP, Accounting Research, Internal Audit, Budget Process, Investor Relations, Due Diligence, Leadership, Treasury Management, Change Management, Interest Rate Swaps, International Operations, Banking Relationships, Financial Modeling, Software Implementation, Software Industry, Expense Management, Private Equity, Divestitures, Financial Variance..., Sarbanes-Oxley Act, Corporate Finance, Cash-flow Management, Internal Controls, Enterprise Risk..., Board of Directors..., Staff Management, Procedure Development, Subject Matter Experts, Financial Services, Banking, Strategy, Medical Devices, Integration, Covenant Compliance, Shared Service Center, Consolidated Reporting, SEC Filings
Education
DePaul University 1991 — 1993
MBA, Management Accounting
Indiana University Bloomington 1984 — 1988
BS, Finance
Kristina Noth, CLU Kristina Noth, CLU's Merrill Lynch Experience March 2013 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Merrill Lynch January 2012 - April 2013
Northwestern Mutual Financial Network June 2009 - December 2011
Longwood Country Club March 2001 - September 2009
The Legal Balance January 2009 - April 2009
Aflac September 2008 - December 2008
Morgan Stanley August 2007 - August 2008
Education
DePaul University 2005 — 2009
Merrill Lynch March 2013 - Present
Merrill Lynch January 2012 - April 2013
Northwestern Mutual Financial Network June 2009 - December 2011
Longwood Country Club March 2001 - September 2009
The Legal Balance January 2009 - April 2009
Aflac September 2008 - December 2008
Morgan Stanley August 2007 - August 2008
Education
DePaul University 2005 — 2009
Brian N Byrnes Jr Brian N Byrnes Jr's Merrill Lynch Experience 2004 - 2005
Job Working at Exelon
Industry Information Technology and Services
Experience
Exelon June 2008 - Present
Orbitz July 2005 - January 2008
Merrill Lynch 2004 - 2005
ABN AMRO January 2002 - April 2004
ABN AMRO March 2000 - January 2002
Interactive Network System August 1999 - March 2000
BNB Computers, Inc. February 1999 - August 1999
ABN-AMRO, Inc. August 1998 - April 1999
Artios Corporation January 1998 - August 1998
O/E Chicago, Inc. October 1995 - December 1997
Skills
Servers, Security, Active Directory, Disaster Recovery, Data Warehousing, Integration, Unix, Data Center
Education
DePaul University 1990 — 1994
Bachelor's degree, History
University of Dayton 1988 — 1989
Father Ryan High School 1984 — 1987
Exelon June 2008 - Present
Orbitz July 2005 - January 2008
Merrill Lynch 2004 - 2005
ABN AMRO January 2002 - April 2004
ABN AMRO March 2000 - January 2002
Interactive Network System August 1999 - March 2000
BNB Computers, Inc. February 1999 - August 1999
ABN-AMRO, Inc. August 1998 - April 1999
Artios Corporation January 1998 - August 1998
O/E Chicago, Inc. October 1995 - December 1997
Skills
Servers, Security, Active Directory, Disaster Recovery, Data Warehousing, Integration, Unix, Data Center
Education
DePaul University 1990 — 1994
Bachelor's degree, History
University of Dayton 1988 — 1989
Father Ryan High School 1984 — 1987
Arthur Roden's Merrill Lynch Experience October 2007 - April 2008
Job Developer at PNE Wind USA, Inc
Industry Law Practice
Experience
PNE Wind USA, Inc October 2013 - Present
F.L.D.S. August 2012 - Present
PNE Wind USA, Inc August 2012 - September 2013
Rinella and Rinella, Ltd. June 2008 - June 2012
Merrill Lynch October 2007 - April 2008
Skills
Strategic Planning, Financial Analysis, Corporate Finance, Investments, Risk Management, Due Diligence, Credit, Negotiation, Wind, Energy, Contract Negotiation, Valuation, New Business Development, Treasury Management, Mergers & Acquisitions, Commercial Lending, Renewable Energy, Loans, Banking, Project Management, Analysis, Business Strategy, Management
Education
DePaul University 2004 — 2008
Finance
PNE Wind USA, Inc October 2013 - Present
F.L.D.S. August 2012 - Present
PNE Wind USA, Inc August 2012 - September 2013
Rinella and Rinella, Ltd. June 2008 - June 2012
Merrill Lynch October 2007 - April 2008
Skills
Strategic Planning, Financial Analysis, Corporate Finance, Investments, Risk Management, Due Diligence, Credit, Negotiation, Wind, Energy, Contract Negotiation, Valuation, New Business Development, Treasury Management, Mergers & Acquisitions, Commercial Lending, Renewable Energy, Loans, Banking, Project Management, Analysis, Business Strategy, Management
Education
DePaul University 2004 — 2008
Finance
Lionel Iorgulescu Lionel Iorgulescu's Merrill Lynch Experience July 2007 - May 2008
Job Integration Engineer at Nest
Industry Information Technology and Services
Experience
Nest October 2014 - Present
Symantec November 2013 - September 2014
Symantec January 2012 - November 2013
Symantec August 2010 - January 2012
Vindicia January 2009 - July 2010
Apple Computer June 2008 - November 2008
Merrill Lynch July 2007 - May 2008
First Franklin Financial Corp. (Purchased by Merrill Lynch) November 2006 - 2007
Prediction Logic February 2006 - November 2006
JasperSoft Corporation (formerly Panscopic) December 2004 - March 2006
Skills
Software Development, Enterprise Software, SaaS, Business Analysis, Cloud Computing, Team Management, Web Services, Management, Analysis, Leadership, Product Management, Troubleshooting, E-commerce, Project Planning, Financial Services, Cross-functional Team..., Professional Services, Client Services, Analytics, Scrum, Splunk, Business Objects, Oracle PL/SQL..., Omniture, Atlassian JIRA, Remedy Ticketing System, Java, Perl, Object Oriented Perl, Data Analysis, Root Cause Analysis, Root Cause Problem..., Tealeaf, SQL, Cygwin, Toad, Chargebacks, Payments, Payment Systems, PL/SQL
Education
DePaul University 2000 — 2003
Master's Degree, Information Systems, 4.0/4.0
University of Iowa 1985 — 1990
B.S., Electrical Engineering
Hinsdale Central High School
Nest October 2014 - Present
Symantec November 2013 - September 2014
Symantec January 2012 - November 2013
Symantec August 2010 - January 2012
Vindicia January 2009 - July 2010
Apple Computer June 2008 - November 2008
Merrill Lynch July 2007 - May 2008
First Franklin Financial Corp. (Purchased by Merrill Lynch) November 2006 - 2007
Prediction Logic February 2006 - November 2006
JasperSoft Corporation (formerly Panscopic) December 2004 - March 2006
Skills
Software Development, Enterprise Software, SaaS, Business Analysis, Cloud Computing, Team Management, Web Services, Management, Analysis, Leadership, Product Management, Troubleshooting, E-commerce, Project Planning, Financial Services, Cross-functional Team..., Professional Services, Client Services, Analytics, Scrum, Splunk, Business Objects, Oracle PL/SQL..., Omniture, Atlassian JIRA, Remedy Ticketing System, Java, Perl, Object Oriented Perl, Data Analysis, Root Cause Analysis, Root Cause Problem..., Tealeaf, SQL, Cygwin, Toad, Chargebacks, Payments, Payment Systems, PL/SQL
Education
DePaul University 2000 — 2003
Master's Degree, Information Systems, 4.0/4.0
University of Iowa 1985 — 1990
B.S., Electrical Engineering
Hinsdale Central High School
Alejandro Barragan Alejandro Barragan's Merrill Lynch Experience April 2013 - June 2013
Job Business Management Graduate at BT Global Services
Industry Financial Services
Experience
BT Global Services September 2014 - April 2015
Merrill Lynch April 2013 - June 2013
Pogo Linux June 2012 - August 2012
Skills
Microsoft Excel, Sales, Linguistic Proficiency:..., Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Social Networking, Customer Satisfaction, PowerPoint, Management, Marketing, Financial Analysis, Budgets, Social Media, Social Media Marketing, Retail, Time Management, Microsoft Office, Outlook, Customer Service, Leadership, Teamwork, Public Speaking, Event Planning, Strategy, Research, Finance, Facebook, Public Relations, Networking, Market Research, Salesforce.com, Event Management, Advertising, Project Management, Team Leadership, Business Development, Accounting, Strategic Planning, Marketing Strategy, Marketing Communications
Education
DePaul University 2011 — 2013
Bachelor's degree, Finance, General
Waubonsee Community College 2009 — 2011
Associate's degree, Business/Commerce, General
BT Global Services September 2014 - April 2015
Merrill Lynch April 2013 - June 2013
Pogo Linux June 2012 - August 2012
Skills
Microsoft Excel, Sales, Linguistic Proficiency:..., Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Social Networking, Customer Satisfaction, PowerPoint, Management, Marketing, Financial Analysis, Budgets, Social Media, Social Media Marketing, Retail, Time Management, Microsoft Office, Outlook, Customer Service, Leadership, Teamwork, Public Speaking, Event Planning, Strategy, Research, Finance, Facebook, Public Relations, Networking, Market Research, Salesforce.com, Event Management, Advertising, Project Management, Team Leadership, Business Development, Accounting, Strategic Planning, Marketing Strategy, Marketing Communications
Education
DePaul University 2011 — 2013
Bachelor's degree, Finance, General
Waubonsee Community College 2009 — 2011
Associate's degree, Business/Commerce, General
Griffin Kinzie's Merrill Lynch Experience January 2012 - April 2012
Job Regional Sales Associate at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Partners March 2014 - Present
J.P. Morgan July 2012 - March 2014
Merrill Lynch January 2012 - April 2012
Wells Street Companies June 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Series 6, Series 63, Sales
Education
Denison University 2008 — 2012
History, Spanish
Guggenheim Partners March 2014 - Present
J.P. Morgan July 2012 - March 2014
Merrill Lynch January 2012 - April 2012
Wells Street Companies June 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Series 6, Series 63, Sales
Education
Denison University 2008 — 2012
History, Spanish
Tim Ewing, Ph.D.'s Merrill Lynch Experience 2008 - 2009
Job President BreakThrough Dynamics International, LLC
Industry Management Consulting
Experience
Cardinal Health November 2014 - November 2014
Cleveland State University September 2013 - June 2014
The Nature Conservancy December 2013 - May 2014
Novartis Institutes for BioMedical Research July 2013 - September 2013
Gestalt Institute of Cleveland 2009 - 2013
PNC October 2012 - October 2012
Avon May 2011 - September 2011
Case Western Reserve University June 2011 - June 2011
Cleveland Metropolitan School District January 2010 - May 2010
Merrill Lynch 2008 - 2009
Skills
Leadership Development, Strategic Planning, Research, Teaching, Organizational..., Program Development, Leadership, Team Building, Staff Development, Community Outreach, Executive Development, Fundraising, Higher Education, Personal Development, Workshop Facilitation, Culture Change, Management, MBTI, Coaching, Nonprofits, Emotional Intelligence, Executive Coaching, Cross-functional Team..., Change Management, Project Planning, Public Speaking, Grant Writing, Training, Management Consulting, Talent Management, Succession Planning, Career Development, Employee Engagement, Organizational..., Conflict Resolution, Instructional Design, Management Development, Program Management, Organizational Learning, Organizational Behavior, Organizational Design, Career Counseling, 360 Feedback, Performance Management
Education
Case Western Reserve University - Weatherhead School of Management
Ph.D., Organizational Behavior
School for International Training 1996 — 1998
MIIM, International and Intercultural Management
Denison University 1985 — 1989
BA, Speech Communications/Mass Media Research
Cardinal Health November 2014 - November 2014
Cleveland State University September 2013 - June 2014
The Nature Conservancy December 2013 - May 2014
Novartis Institutes for BioMedical Research July 2013 - September 2013
Gestalt Institute of Cleveland 2009 - 2013
PNC October 2012 - October 2012
Avon May 2011 - September 2011
Case Western Reserve University June 2011 - June 2011
Cleveland Metropolitan School District January 2010 - May 2010
Merrill Lynch 2008 - 2009
Skills
Leadership Development, Strategic Planning, Research, Teaching, Organizational..., Program Development, Leadership, Team Building, Staff Development, Community Outreach, Executive Development, Fundraising, Higher Education, Personal Development, Workshop Facilitation, Culture Change, Management, MBTI, Coaching, Nonprofits, Emotional Intelligence, Executive Coaching, Cross-functional Team..., Change Management, Project Planning, Public Speaking, Grant Writing, Training, Management Consulting, Talent Management, Succession Planning, Career Development, Employee Engagement, Organizational..., Conflict Resolution, Instructional Design, Management Development, Program Management, Organizational Learning, Organizational Behavior, Organizational Design, Career Counseling, 360 Feedback, Performance Management
Education
Case Western Reserve University - Weatherhead School of Management
Ph.D., Organizational Behavior
School for International Training 1996 — 1998
MIIM, International and Intercultural Management
Denison University 1985 — 1989
BA, Speech Communications/Mass Media Research
Daniel Michalski Daniel Michalski's Merrill Lynch Experience July 2000 - September 2002
Job Vice President Commercial Lending at First Midwest Bank
Industry Banking
Experience
First Midwest Bank December 2014 - Present
Great Lakes Bank, N.A. March 2012 - December 2014
The Private Bank And Trust Company September 2006 - March 2012
Archer Bank June 2004 - September 2006
First DuPage Bank September 2002 - June 2004
Merrill Lynch July 2000 - September 2002
Harris Bank December 1998 - July 2000
LaSalle Bank July 1993 - December 1998
Skills
Loans, Commercial Lending, Portfolio Management, Middle Market, Commercial Banking, Small Business Lending, Credit Analysis, Finance, Sales Management, Commercial Real Estate, Cash Management, Real Estate, Asset Based Lending, Commercial Mortgages, Credit, Banking
Education
DePaul University 1988 — 1991
Finance, Finance
First Midwest Bank December 2014 - Present
Great Lakes Bank, N.A. March 2012 - December 2014
The Private Bank And Trust Company September 2006 - March 2012
Archer Bank June 2004 - September 2006
First DuPage Bank September 2002 - June 2004
Merrill Lynch July 2000 - September 2002
Harris Bank December 1998 - July 2000
LaSalle Bank July 1993 - December 1998
Skills
Loans, Commercial Lending, Portfolio Management, Middle Market, Commercial Banking, Small Business Lending, Credit Analysis, Finance, Sales Management, Commercial Real Estate, Cash Management, Real Estate, Asset Based Lending, Commercial Mortgages, Credit, Banking
Education
DePaul University 1988 — 1991
Finance, Finance
John Randolph John Randolph's Merrill Lynch Experience November 2003 - August 2010
Job Sr Vice President Wealth Management, UBS financial Services Inc Randolph Wealth Management Partners
Industry Financial Services
Experience
UBS August 2010 - Present
Merrill Lynch November 2003 - August 2010
Bernstein Private Wealth Management July 2001 - November 2003
Mercury Marine 1993 - 1999
Education
Denison University 1980 — 1984
BA, Economics
Blake 1974 — 1980
UBS August 2010 - Present
Merrill Lynch November 2003 - August 2010
Bernstein Private Wealth Management July 2001 - November 2003
Mercury Marine 1993 - 1999
Education
Denison University 1980 — 1984
BA, Economics
Blake 1974 — 1980
Norman Pappous Norman Pappous's Merrill Lynch Experience March 2007 - February 2009
Job President GradeMyAdvisor.com
Industry Financial Services
Experience
GradeMyAdvisor.com January 2013 - Present
Investment Sales & Training 2011 - 2011
Galveston College 2007 - 2011
Merrill Lynch March 2007 - February 2009
Consultant - Dispersion Trading September 2005 - February 2007
UBS 2003 - 2005
Close Bros Investments June 2001 - July 2003
Rydex Series Trust March 1999 - September 2000
ABN AMRO January 1997 - February 1999
Skills
Asset Managment, Investments, investment analyst, Derivatives, Structured Products, annuities, Financial Analysis, Financial Modeling, Structured Investments, Portfolio Management, Portfolio Assessment, Strategic Financial..., Asset Management, Fixed Annuities, Financial Services, Finance, Mutual Funds, Strategic Planning, Trading, Equities, Investment Strategies, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Estate Planning, Options, Hedge Funds, Financial Markets, Retirement Planning, Retirement, Capital Markets, Funding, Wealth, Venture Capital, Private Equity, Financial Advisory, Investment Advisory, Financial Planning, Government
Education
IIT Stuart School of Business 1995 — 1997
MSc, Financial Markets
DePaul University 1991 — 1994
BS, Economics
GradeMyAdvisor.com January 2013 - Present
Investment Sales & Training 2011 - 2011
Galveston College 2007 - 2011
Merrill Lynch March 2007 - February 2009
Consultant - Dispersion Trading September 2005 - February 2007
UBS 2003 - 2005
Close Bros Investments June 2001 - July 2003
Rydex Series Trust March 1999 - September 2000
ABN AMRO January 1997 - February 1999
Skills
Asset Managment, Investments, investment analyst, Derivatives, Structured Products, annuities, Financial Analysis, Financial Modeling, Structured Investments, Portfolio Management, Portfolio Assessment, Strategic Financial..., Asset Management, Fixed Annuities, Financial Services, Finance, Mutual Funds, Strategic Planning, Trading, Equities, Investment Strategies, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Estate Planning, Options, Hedge Funds, Financial Markets, Retirement Planning, Retirement, Capital Markets, Funding, Wealth, Venture Capital, Private Equity, Financial Advisory, Investment Advisory, Financial Planning, Government
Education
IIT Stuart School of Business 1995 — 1997
MSc, Financial Markets
DePaul University 1991 — 1994
BS, Economics
Manny Ayala Manny Ayala's Merrill Lynch Experience 1975 - 1980
Job Senior Data Consultant at Edgetech Networks Inc.
Industry Financial Services
Experience
Edgetech Networks Inc. July 2012 - Present
Gar Wood Securities January 2005 - July 2012
Knight Trading Group April 2000 - September 2004
Mesirow Financial August 1997 - April 2000
The Chicago Corporation June 1990 - August 1997
Securities Settlement Corp 1980 - 1990
Merrill Lynch 1975 - 1980
Skills
Options, Series 7, Analysis, Trading Systems, Equities, Trading, Hedge Funds, Fixed Income, Customer Relations, Excel, Word, Microsoft Office, Portfolio Management, Databases, Microsoft Excel
Education
De Andreis Seminary 1975 — 1976
Theology
DePaul University 1975 — 1976
Psychology
St. John's Seminary College 1970 — 1974
BA, Philosophy
Regina Cleri Seminary 1967 — 1970
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Edgetech Networks Inc. July 2012 - Present
Gar Wood Securities January 2005 - July 2012
Knight Trading Group April 2000 - September 2004
Mesirow Financial August 1997 - April 2000
The Chicago Corporation June 1990 - August 1997
Securities Settlement Corp 1980 - 1990
Merrill Lynch 1975 - 1980
Skills
Options, Series 7, Analysis, Trading Systems, Equities, Trading, Hedge Funds, Fixed Income, Customer Relations, Excel, Word, Microsoft Office, Portfolio Management, Databases, Microsoft Excel
Education
De Andreis Seminary 1975 — 1976
Theology
DePaul University 1975 — 1976
Psychology
St. John's Seminary College 1970 — 1974
BA, Philosophy
Regina Cleri Seminary 1967 — 1970
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Deborah Joslin Deborah Joslin's Merrill Lynch Experience April 2012 - Present
Job Retired Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Merrill Lynch June 1977 - June 2012
Merrill Lynch June 1977 - August 2010
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Alternative Investments, Investment Advisory, Retirement Planning, Series 63, Investment Strategies, Fixed Income, Retirement, Mutual Funds, Uniform Combined State...
Education
Denison University 1969 — 1973
BS, Math and Psychology
rogers high school
rogers high school
Merrill Lynch April 2012 - Present
Merrill Lynch June 1977 - June 2012
Merrill Lynch June 1977 - August 2010
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Alternative Investments, Investment Advisory, Retirement Planning, Series 63, Investment Strategies, Fixed Income, Retirement, Mutual Funds, Uniform Combined State...
Education
Denison University 1969 — 1973
BS, Math and Psychology
rogers high school
rogers high school
Kimberly Stanford Kimberly Stanford's Merrill Lynch Experience October 2002 - January 2003
Job Associate at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton April 2012 - Present
Booz Allen Hamilton May 2011 - March 2012
Space and Naval Warfare System Center (SPAWAR), Pacific December 2009 - April 2011
UCSD Rady School of Management 2008 - August 2010
Vistage International 2008 - 2010
San Diego County Bar Association February 2009 - April 2009
COX AutoTrader/AutoMart April 2005 - March 2009
TowneBank February 2003 - February 2005
Merrill Lynch October 2002 - January 2003
Patriot Steel Inc. August 1999 - August 2001
Skills
Program Management, Consulting
Education
University of California, San Diego - The Rady School of Management 2008 — 2010
MBA
Michael Smurfit Graduate School of Business 2001 — 2002
HDip, Business
Denison University 1995 — 1999
BA, Psychology
Booz Allen Hamilton April 2012 - Present
Booz Allen Hamilton May 2011 - March 2012
Space and Naval Warfare System Center (SPAWAR), Pacific December 2009 - April 2011
UCSD Rady School of Management 2008 - August 2010
Vistage International 2008 - 2010
San Diego County Bar Association February 2009 - April 2009
COX AutoTrader/AutoMart April 2005 - March 2009
TowneBank February 2003 - February 2005
Merrill Lynch October 2002 - January 2003
Patriot Steel Inc. August 1999 - August 2001
Skills
Program Management, Consulting
Education
University of California, San Diego - The Rady School of Management 2008 — 2010
MBA
Michael Smurfit Graduate School of Business 2001 — 2002
HDip, Business
Denison University 1995 — 1999
BA, Psychology
Sara Sustersic Sara Sustersic's Merrill Lynch Experience June 2006 - August 2006
Job Senior Financial Analyst at CNA Insurance, MBA Candidate at DePaul University
Industry Insurance
Experience
CNA Insurance August 2014 - Present
CNA Insurance August 2013 - August 2014
CNA Insurance January 2011 - July 2013
SunGard June 2010 - December 2010
IIT Institutional Advancement October 2008 - May 2010
IIT Undergraduate Admission Office January 2008 - May 2010
Newedge Group USA June 2009 - February 2010
Accenture June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Data Analysis, Microsoft Office, Business Analysis, Analysis, Business Objects, Sungard GMI, Visio, Leadership, Software Documentation, Finance, Process Improvement, Project Management, SQL, SharePoint, Time Management, Budgets, Databases, Team Leadership, PeopleSoft Financial, Monthly Close Process, Financial Reporting, Toad 9.0, Essbase, Year-end Close, Monthly Close, Financial Analysis
Education
DePaul University 2014 — 2016
Master of Business Administration (MBA) Candidate
DePaul University 2012 — 2012
Certificate in Business Analysis
Illinois Institute of Technology 2005 — 2010
B.S., Business Administration
CNA Insurance August 2014 - Present
CNA Insurance August 2013 - August 2014
CNA Insurance January 2011 - July 2013
SunGard June 2010 - December 2010
IIT Institutional Advancement October 2008 - May 2010
IIT Undergraduate Admission Office January 2008 - May 2010
Newedge Group USA June 2009 - February 2010
Accenture June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Data Analysis, Microsoft Office, Business Analysis, Analysis, Business Objects, Sungard GMI, Visio, Leadership, Software Documentation, Finance, Process Improvement, Project Management, SQL, SharePoint, Time Management, Budgets, Databases, Team Leadership, PeopleSoft Financial, Monthly Close Process, Financial Reporting, Toad 9.0, Essbase, Year-end Close, Monthly Close, Financial Analysis
Education
DePaul University 2014 — 2016
Master of Business Administration (MBA) Candidate
DePaul University 2012 — 2012
Certificate in Business Analysis
Illinois Institute of Technology 2005 — 2010
B.S., Business Administration
Arif Sheikh's Merrill Lynch Experience June 2006 - August 2006
Job M&A Advisory, Lazard
Industry Investment Banking
Experience
MUFG in the Americas February 2011 - July 2015
Fredericks Michael & Co. February 2007 - January 2011
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Debt, Leveraged Finance, Financial Modeling, Mergers, Portfolio Management, Investor Relations, Mergers & Acquisitions, DCF, Financial Risk, Analytics, Finance, Acquisitions, LBO, Analysis, Investment Management, Joint Ventures, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Equities, Investments, Fixed Income, Management, Due Diligence, Private Equity
Education
Denison University
BA
MUFG in the Americas February 2011 - July 2015
Fredericks Michael & Co. February 2007 - January 2011
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Debt, Leveraged Finance, Financial Modeling, Mergers, Portfolio Management, Investor Relations, Mergers & Acquisitions, DCF, Financial Risk, Analytics, Finance, Acquisitions, LBO, Analysis, Investment Management, Joint Ventures, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Equities, Investments, Fixed Income, Management, Due Diligence, Private Equity
Education
Denison University
BA
Bradley Frank's Merrill Lynch Experience April 2004 - March 2009
Job Client Relationship Manager at Channel IQ
Industry Information Technology and Services
Experience
Channel IQ January 2014 - Present
Channel IQ August 2012 - December 2013
Cision November 2011 - July 2012
Tradermade International June 2011 - October 2011
Merrill Lynch April 2004 - March 2009
ABN AMRO - LaSalle Bank January 2000 - April 2004
Skills
Salesforce.com, Microsoft CRM, Cold Calling, Software Solution Sales, New Business..., Account Management, Sales Operations, Lead Generation, Strategic Partnerships, Sales Process, CRM, SaaS, Enterprise Software, Solution Selling, Business Development, Sales Presentations
Education
DePaul University 2003 — 2006
Bachelor's, Business Administration
Channel IQ January 2014 - Present
Channel IQ August 2012 - December 2013
Cision November 2011 - July 2012
Tradermade International June 2011 - October 2011
Merrill Lynch April 2004 - March 2009
ABN AMRO - LaSalle Bank January 2000 - April 2004
Skills
Salesforce.com, Microsoft CRM, Cold Calling, Software Solution Sales, New Business..., Account Management, Sales Operations, Lead Generation, Strategic Partnerships, Sales Process, CRM, SaaS, Enterprise Software, Solution Selling, Business Development, Sales Presentations
Education
DePaul University 2003 — 2006
Bachelor's, Business Administration
Matthew Thomas Hamilton Matthew Thomas Hamilton's Merrill Lynch Experience January 2008 - April 2008
Job Global Sourcing Manager at Apple
Industry Consumer Goods
Experience
Apple September 2015 - Present
Kraft Foods Group October 2014 - September 2015
Mondelez International - Formerly Kraft Foods Incorporated August 2012 - October 2014
Kraft Foods Group January 2012 - August 2012
Kraft Foods Group June 2010 - January 2012
Kraft Foods Group December 2008 - August 2010
American Chartered Bank November 2006 - December 2008
Sara Lee June 2008 - September 2008
Merrill Lynch January 2008 - April 2008
Lillibridge Healthcare Services November 2006 - January 2007
Skills
SAP, Accounting, Strategic Sourcing, Financial Reporting, Management, Procurement, Project Management, Financial Analysis, Financial Accounting, Business Analysis, Analytics, Forecasting, Leadership, Marketing, Cross-functional Team..., Finance, Strategic Planning, Strategy, Project Planning, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Business Strategy
DePaul University 2006 — 2009
Finance, Finance
Glenbard South
Apple September 2015 - Present
Kraft Foods Group October 2014 - September 2015
Mondelez International - Formerly Kraft Foods Incorporated August 2012 - October 2014
Kraft Foods Group January 2012 - August 2012
Kraft Foods Group June 2010 - January 2012
Kraft Foods Group December 2008 - August 2010
American Chartered Bank November 2006 - December 2008
Sara Lee June 2008 - September 2008
Merrill Lynch January 2008 - April 2008
Lillibridge Healthcare Services November 2006 - January 2007
Skills
SAP, Accounting, Strategic Sourcing, Financial Reporting, Management, Procurement, Project Management, Financial Analysis, Financial Accounting, Business Analysis, Analytics, Forecasting, Leadership, Marketing, Cross-functional Team..., Finance, Strategic Planning, Strategy, Project Planning, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Business Strategy
DePaul University 2006 — 2009
Finance, Finance
Glenbard South
Chris Shaker's Merrill Lynch Experience August 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
UBS September 2014 - August 2015
UBS November 2013 - September 2014
Beacon Wealth Consulting,LLC June 2013 - October 2013
TheStreet.com June 2012 - August 2012
ABC Television May 2011 - August 2011
Education
Denison University 2009 — 2013
Bachelor of Arts, Dual Major: Economics; Communication
Darien Public High School 2005 — 2009
Danish Institute for Study Abroad (DIS) 2011 — 2011
Environmental Economics; Public Relations; Trends in Media
Merrill Lynch August 2015 - Present
UBS September 2014 - August 2015
UBS November 2013 - September 2014
Beacon Wealth Consulting,LLC June 2013 - October 2013
TheStreet.com June 2012 - August 2012
ABC Television May 2011 - August 2011
Education
Denison University 2009 — 2013
Bachelor of Arts, Dual Major: Economics; Communication
Darien Public High School 2005 — 2009
Danish Institute for Study Abroad (DIS) 2011 — 2011
Environmental Economics; Public Relations; Trends in Media
David Borman's Merrill Lynch Experience June 2000 - November 2000
Job Derivatives and Forex Products Marketing Associate at PhillipCapital
Industry Financial Services
Experience
PhillipCapital December 2014 - June 2015
Morgan Stanley January 2014 - December 2014
McGraw-Hill Education January 2010 - November 2014
TMF Custom House Global Fund Services 2007 - 2009
Public Accounting Industry 2004 - 2007
Merrill Lynch June 2000 - November 2000
DWS Investments June 1999 - June 2000
Skills
Series 7, Series 66, Series 3, Series 34, Lacerte, Excel Models, Excel Macro Design, Matlab, Statistical Data...
Education
Northcentral University 2015 — 2018
Doctor of Philosophy (PhD), Finance and Financial Management Services
Stanford University 2015 — 2016
Mathematics, Logic & Game Theory
DePaul University 2009 — 2010
US Corporation, Closely Held Corporation, & Partnership Taxation
Northwestern University 2008 — 2009
Financial Modeling/Financial Institutions
DePaul University 2004 — 2006
MScAccounting
Southern Illinois University, Carbondale 1995 — 1999
BS Finance
PhillipCapital December 2014 - June 2015
Morgan Stanley January 2014 - December 2014
McGraw-Hill Education January 2010 - November 2014
TMF Custom House Global Fund Services 2007 - 2009
Public Accounting Industry 2004 - 2007
Merrill Lynch June 2000 - November 2000
DWS Investments June 1999 - June 2000
Skills
Series 7, Series 66, Series 3, Series 34, Lacerte, Excel Models, Excel Macro Design, Matlab, Statistical Data...
Education
Northcentral University 2015 — 2018
Doctor of Philosophy (PhD), Finance and Financial Management Services
Stanford University 2015 — 2016
Mathematics, Logic & Game Theory
DePaul University 2009 — 2010
US Corporation, Closely Held Corporation, & Partnership Taxation
Northwestern University 2008 — 2009
Financial Modeling/Financial Institutions
DePaul University 2004 — 2006
MScAccounting
Southern Illinois University, Carbondale 1995 — 1999
BS Finance
Brennan Grosvenor Brennan Grosvenor's Merrill Lynch Experience December 2008 - October 2010
Job Project Manager – Solutions Delivery at GHX
Industry Hospital & Health Care
Experience
GHX February 2015 - Present
Morningstar 2013 - February 2015
THE MARCO CONSULTING GROUP December 2011 - 2013
Plan Sponsor Advisors October 2009 - December 2011
THE PERNIX GROUP January 2007 - December 2010
Merrill Lynch December 2008 - October 2010
Skills
Project Management, Project Portfolio..., Microsoft Project, Project Delivery, Project Planning, Asset Allocation, Investments, Retirement, Salesforce.com, Portfolio Management, Capital Markets, Retirement Planning, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Outlook, Access, Microsoft Word, SPSS, Morningstar, Microsoft Technologies, AutoCAD, Asset Managment, Equities, Mutual Funds, Analysis, Fixed Income
Education
DePaul University 2007 — 2010
Bachelor of Science, Operations Management, Finance, Business Law
Prairie Ridge
GHX February 2015 - Present
Morningstar 2013 - February 2015
THE MARCO CONSULTING GROUP December 2011 - 2013
Plan Sponsor Advisors October 2009 - December 2011
THE PERNIX GROUP January 2007 - December 2010
Merrill Lynch December 2008 - October 2010
Skills
Project Management, Project Portfolio..., Microsoft Project, Project Delivery, Project Planning, Asset Allocation, Investments, Retirement, Salesforce.com, Portfolio Management, Capital Markets, Retirement Planning, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Outlook, Access, Microsoft Word, SPSS, Morningstar, Microsoft Technologies, AutoCAD, Asset Managment, Equities, Mutual Funds, Analysis, Fixed Income
Education
DePaul University 2007 — 2010
Bachelor of Science, Operations Management, Finance, Business Law
Prairie Ridge
Hunter Sorensen Hunter Sorensen's Merrill Lynch Experience December 2014 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Parts Clearinghouse LLC June 2013 - November 2014
Skills
Microsoft Office, Customer Service, Market Research, Microsoft Excel, Marketing, PowerPoint, Social Media, New Business Development, Microsoft Word, Social Media Marketing, Leadership, Event Planning, Strategic Planning, Research, Social Networking, Time Management, Teamwork, Public Relations, Editing, Community Outreach, Communication, Team Leadership
Education
Denison University 2008 — 2013
Communication
Denison University
Merrill Lynch December 2014 - Present
Parts Clearinghouse LLC June 2013 - November 2014
Skills
Microsoft Office, Customer Service, Market Research, Microsoft Excel, Marketing, PowerPoint, Social Media, New Business Development, Microsoft Word, Social Media Marketing, Leadership, Event Planning, Strategic Planning, Research, Social Networking, Time Management, Teamwork, Public Relations, Editing, Community Outreach, Communication, Team Leadership
Education
Denison University 2008 — 2013
Communication
Denison University
Matthew Buxbaum's Merrill Lynch Experience May 2010 - August 2010
Job Data Software Engineer at Rise Interactive
Industry Information Technology and Services
Experience
Rise Interactive August 2015 - Present
Project Leadership Associates January 2013 - August 2015
Merrill Lynch May 2010 - August 2010
Skills
Business Intelligence, SQL Server Management..., SQL, Data Warehousing, Data Integration, Azure Machine Learning, Data Mining, Databases, PowerPivot, Power View, Multidimensional..., Tabular Modeling, JavaScript, Microsoft SQL Server, NoSQL, MongoDB, Cassandra, Microsoft Power BI, Tableau, Public Speaking, Entrepreneurship, Access, PowerPoint, Microsoft Excel, Analysis, SharePoint, Data Analysis, R, SQL Azure
Education
DePaul University 2012 — 2013
Master of Science with Distinction, Management Information Systems, Business Intelligence
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Entrepreneurship and Corporate Innovation
Rise Interactive August 2015 - Present
Project Leadership Associates January 2013 - August 2015
Merrill Lynch May 2010 - August 2010
Skills
Business Intelligence, SQL Server Management..., SQL, Data Warehousing, Data Integration, Azure Machine Learning, Data Mining, Databases, PowerPivot, Power View, Multidimensional..., Tabular Modeling, JavaScript, Microsoft SQL Server, NoSQL, MongoDB, Cassandra, Microsoft Power BI, Tableau, Public Speaking, Entrepreneurship, Access, PowerPoint, Microsoft Excel, Analysis, SharePoint, Data Analysis, R, SQL Azure
Education
DePaul University 2012 — 2013
Master of Science with Distinction, Management Information Systems, Business Intelligence
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Entrepreneurship and Corporate Innovation
Aileen Osias's Merrill Lynch Experience March 2002 - March 2007
Job IL Agent
Industry Law Enforcement
Experience
Illinois Department of Revenue December 2009 - June 2015
Rounsfull & Associates, Ltd. July 2008 - April 2009
Midland Manufacturing / Dover Corporation October 2007 - June 2008
Merrill Lynch March 2002 - March 2007
US Army June 1998 - March 2007
Sports Basement 2000 - 2001
Skills
Payroll, General Ledger, Financial Analysis, Auditing, Financial Statements, Accounting, Account Reconciliation, QuickBooks, Accounts Payable, Accounts Receivable, Tax, Variance Analysis, Strategic Financial..., Budgets, Financial Reporting, Leadership, Financial Accounting, Finance, Analysis, Cash Flow, Microsoft Word, Internal Controls, Journal Entries, Forecasting, Due Diligence, Mergers & Acquisitions, GAAP, Microsoft Excel, Fixed Assets, Cost Accounting, Management, Financial Services, Financial Modeling, Corporate Tax, Tax Preparation, Executive Management, Process Improvement, Government, SAP, Managerial Finance, Sales Tax, Bookkeeping, Business Process..., Supervisory Skills, Small Business, Risk Management, Asset Management, Income Tax, Insurance, Outlook
Education
DePaul University 1995 — 1998
B.S., Business Administration
Oakton Community College 2007 — 2008
Accounting
Regina Dominican H.S. 1990 — 1994
H.S.
St Lamberts
Illinois Department of Revenue December 2009 - June 2015
Rounsfull & Associates, Ltd. July 2008 - April 2009
Midland Manufacturing / Dover Corporation October 2007 - June 2008
Merrill Lynch March 2002 - March 2007
US Army June 1998 - March 2007
Sports Basement 2000 - 2001
Skills
Payroll, General Ledger, Financial Analysis, Auditing, Financial Statements, Accounting, Account Reconciliation, QuickBooks, Accounts Payable, Accounts Receivable, Tax, Variance Analysis, Strategic Financial..., Budgets, Financial Reporting, Leadership, Financial Accounting, Finance, Analysis, Cash Flow, Microsoft Word, Internal Controls, Journal Entries, Forecasting, Due Diligence, Mergers & Acquisitions, GAAP, Microsoft Excel, Fixed Assets, Cost Accounting, Management, Financial Services, Financial Modeling, Corporate Tax, Tax Preparation, Executive Management, Process Improvement, Government, SAP, Managerial Finance, Sales Tax, Bookkeeping, Business Process..., Supervisory Skills, Small Business, Risk Management, Asset Management, Income Tax, Insurance, Outlook
Education
DePaul University 1995 — 1998
B.S., Business Administration
Oakton Community College 2007 — 2008
Accounting
Regina Dominican H.S. 1990 — 1994
H.S.
St Lamberts
Alexandria Muchoney Alexandria Muchoney's Merrill Lynch Experience September 2011 - November 2011
Job Treasury Analyst at SP+ (SP Plus)
Industry Financial Services
Experience
SP+ (SP Plus) September 2015 - Present
JMC Steel Group November 2013 - September 2015
BlackBerry Finance, LLC July 2013 - November 2013
Billow Butler & Company February 2013 - July 2013
J. Alexander's Restaurants November 2009 - February 2013
Merrill Lynch September 2011 - November 2011
Skills
Treasury, Treasury Services, Financial Analysis, Microsoft Word, Microsoft Excel, Customer Service, Social Networking, PowerPoint, QuickBooks, Bloomberg Terminal, Analysis, Wealth Management, Investments, Recruiting, PeopleSoft, SAP, Research, Salesforce.com, Strategic Financial..., OS X, Sales Management, Account Management
Education
DePaul University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance with a minor in Management, GPA: 3.3
SP+ (SP Plus) September 2015 - Present
JMC Steel Group November 2013 - September 2015
BlackBerry Finance, LLC July 2013 - November 2013
Billow Butler & Company February 2013 - July 2013
J. Alexander's Restaurants November 2009 - February 2013
Merrill Lynch September 2011 - November 2011
Skills
Treasury, Treasury Services, Financial Analysis, Microsoft Word, Microsoft Excel, Customer Service, Social Networking, PowerPoint, QuickBooks, Bloomberg Terminal, Analysis, Wealth Management, Investments, Recruiting, PeopleSoft, SAP, Research, Salesforce.com, Strategic Financial..., OS X, Sales Management, Account Management
Education
DePaul University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance with a minor in Management, GPA: 3.3
Ivanka Yingchu Zhao's Merrill Lynch Experience May 2015 - Present
Job Summer Investment Analyst, Global Wealth Management, Private Banking
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Dougherty & Company LLC January 2015 - February 2015
DePaul University January 2014 - September 2014
CME Group January 2014 - March 2014
Tower Hill Trading September 2013 - October 2013
Barrington Research Associates, Inc. June 2013 - August 2013
DePaul University March 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Word, Financial Reporting, Visual C++, Python, Programming, SAS, Stata, Equities, Valuation, Bloomberg Terminal, Finance, Analysis, Microsoft Office, Data Analysis, Bloomberg
Education
DePaul University 2012 — 2014
Master of Science in Computational Finance, 3.93/4.0
Nankai University 2008 — 2012
Bachelor of Economics, Finance, General, 3.43/4.0
Merrill Lynch May 2015 - Present
Dougherty & Company LLC January 2015 - February 2015
DePaul University January 2014 - September 2014
CME Group January 2014 - March 2014
Tower Hill Trading September 2013 - October 2013
Barrington Research Associates, Inc. June 2013 - August 2013
DePaul University March 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Word, Financial Reporting, Visual C++, Python, Programming, SAS, Stata, Equities, Valuation, Bloomberg Terminal, Finance, Analysis, Microsoft Office, Data Analysis, Bloomberg
Education
DePaul University 2012 — 2014
Master of Science in Computational Finance, 3.93/4.0
Nankai University 2008 — 2012
Bachelor of Economics, Finance, General, 3.43/4.0
Kimberly (Anderson) Cicone Kimberly (Anderson) Cicone's Merrill Lynch Experience May 1997 - October 2002
Job .
Industry Financial Services
Experience
Rockland Trust March 2015 - Present
Clinical Financial Resources, Inc November 2007 - April 2012
Carey Limousine February 2003 - December 2003
Merrill Lynch May 1997 - October 2002
Shufro, Rose and Ehrman October 1995 - May 1997
BESTFORM FOUNDATIONS, INC August 1993 - October 1995
Skills
Customer Service, Sales, Insurance, Microsoft Excel, Portfolio Management
Education
Denison University 1989 — 1993
BA, Economics
Kent Place School 1982 — 1989
Rockland Trust March 2015 - Present
Clinical Financial Resources, Inc November 2007 - April 2012
Carey Limousine February 2003 - December 2003
Merrill Lynch May 1997 - October 2002
Shufro, Rose and Ehrman October 1995 - May 1997
BESTFORM FOUNDATIONS, INC August 1993 - October 1995
Skills
Customer Service, Sales, Insurance, Microsoft Excel, Portfolio Management
Education
Denison University 1989 — 1993
BA, Economics
Kent Place School 1982 — 1989
Eric Huffman Eric Huffman's Merrill Lynch Experience March 2006 - June 2006
Job Season Account Executive at Cincinnati Reds
Industry Sports
Experience
Cincinnati Reds July 2014 - Present
Comcast Spotlight August 2013 - July 2014
Ringling College of Art + Design May 2013 - July 2014
NCSA Athletic Recruiting November 2011 - August 2012
DePaul University August 2010 - October 2011
JP Sports + Entertainment, LLC March 2011 - April 2011
JPMorgan Chase February 2007 - August 2010
Northwestern University September 2006 - February 2007
Tennaqua Country Club May 2005 - October 2006
Merrill Lynch March 2006 - June 2006
Skills
Brand Awareness, Brand Management, Brand Developement, Sports Marketing, Sports Management, Marketing, Social Media Marketing, Social Media, Sports, Event Management, Events, Sales, Fundraising, Event Planning, Advertising, Sponsorship, Brand Development, Coaching, Time Management
Education
Northern Illinois University 2010 — 2011
Master of Science, Sport Management & Marketing
DePaul University 2002 — 2006
Bachelor of Science, Finance
Cincinnati Reds July 2014 - Present
Comcast Spotlight August 2013 - July 2014
Ringling College of Art + Design May 2013 - July 2014
NCSA Athletic Recruiting November 2011 - August 2012
DePaul University August 2010 - October 2011
JP Sports + Entertainment, LLC March 2011 - April 2011
JPMorgan Chase February 2007 - August 2010
Northwestern University September 2006 - February 2007
Tennaqua Country Club May 2005 - October 2006
Merrill Lynch March 2006 - June 2006
Skills
Brand Awareness, Brand Management, Brand Developement, Sports Marketing, Sports Management, Marketing, Social Media Marketing, Social Media, Sports, Event Management, Events, Sales, Fundraising, Event Planning, Advertising, Sponsorship, Brand Development, Coaching, Time Management
Education
Northern Illinois University 2010 — 2011
Master of Science, Sport Management & Marketing
DePaul University 2002 — 2006
Bachelor of Science, Finance
Margaret Bailey Margaret Bailey's Merrill Lynch Experience January 2008 - March 2008
Job Senior Healthcare Marketing Coordinator at HDR
Industry Architecture & Planning
Experience
HDR March 2015 - Present
HDR October 2013 - March 2015
SmithGroupJJR (Via Aerotek) August 2013 - October 2013
Saint Louis University August 2011 - May 2013
Gensler September 2010 - June 2011
site design group, ltd. June 2008 - September 2010
Merrill Lynch January 2008 - March 2008
Skills
Marketing, Adobe Creative Suite, Microsoft Office, Graphic Design, Integrated Marketing, WordPress, Strategic Communications, Social Media Marketing, CMS, Research, Marketing Communications, Press Releases, Marketing Strategy, Web Analytics, Digital Marketing, CRM, Management, Strategy, Social Media, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2015
Master of Business Administration (MBA), Marketing
Saint Louis University 2013 — 2014
Master of Business Administration (MBA)
DePaul University 2004 — 2008
Honors Marketing, Integrated Marketing Education Program
Kirkwood High School
HDR March 2015 - Present
HDR October 2013 - March 2015
SmithGroupJJR (Via Aerotek) August 2013 - October 2013
Saint Louis University August 2011 - May 2013
Gensler September 2010 - June 2011
site design group, ltd. June 2008 - September 2010
Merrill Lynch January 2008 - March 2008
Skills
Marketing, Adobe Creative Suite, Microsoft Office, Graphic Design, Integrated Marketing, WordPress, Strategic Communications, Social Media Marketing, CMS, Research, Marketing Communications, Press Releases, Marketing Strategy, Web Analytics, Digital Marketing, CRM, Management, Strategy, Social Media, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2015
Master of Business Administration (MBA), Marketing
Saint Louis University 2013 — 2014
Master of Business Administration (MBA)
DePaul University 2004 — 2008
Honors Marketing, Integrated Marketing Education Program
Kirkwood High School
Nicholas Blumenberg Nicholas Blumenberg's Merrill Lynch Experience November 2010 - January 2011
Job Sales Engineer & Power Quality Professional
Industry Electrical/Electronic Manufacturing
Experience
TSi Power July 2014 - Present
Guaranteed Rate June 2013 - March 2014
Seagull Institute September 2011 - May 2013
Red Frog Events May 2012 - January 2013
DePaul University August 2009 - May 2012
DePaul Club Baseball December 2010 - October 2011
Vivid Ascent June 2011 - September 2011
Lil Sluggers May 2011 - September 2011
Merrill Lynch November 2010 - January 2011
Electric Consulting March 2010 - June 2010
Skills
Event Management, Event Planning, Integrated Marketing, Social Media Marketing, Strategy, Entrepreneurship, Team Leadership, Time Management, Sales, Leadership Development, Public Speaking, Management, Sales Process, Electricity, Power Quality, Energy Industry, Solar Energy, Leadership, PowerPoint, Power Qu
Education
DePaul University 2008 — 2012
Bachelor of Science (Cum Laude), Double Major in Management and Marketing; Entrepreneurship and Sales & Leadership Concentrations, Graduate
TSi Power July 2014 - Present
Guaranteed Rate June 2013 - March 2014
Seagull Institute September 2011 - May 2013
Red Frog Events May 2012 - January 2013
DePaul University August 2009 - May 2012
DePaul Club Baseball December 2010 - October 2011
Vivid Ascent June 2011 - September 2011
Lil Sluggers May 2011 - September 2011
Merrill Lynch November 2010 - January 2011
Electric Consulting March 2010 - June 2010
Skills
Event Management, Event Planning, Integrated Marketing, Social Media Marketing, Strategy, Entrepreneurship, Team Leadership, Time Management, Sales, Leadership Development, Public Speaking, Management, Sales Process, Electricity, Power Quality, Energy Industry, Solar Energy, Leadership, PowerPoint, Power Qu
Education
DePaul University 2008 — 2012
Bachelor of Science (Cum Laude), Double Major in Management and Marketing; Entrepreneurship and Sales & Leadership Concentrations, Graduate
Andrew Kaster Andrew Kaster's Merrill Lynch Experience September 2012 - January 2013
Job Project Manager, AbbVie
Industry Marketing and Advertising
Experience
AbbVie January 2015 - Present
ACCO Brands April 2014 - January 2015
MedQuery Inc June 2013 - March 2014
Merrill Lynch September 2012 - January 2013
Realty & Mortgage Co. June 2011 - October 2012
The Sports Authority April 2010 - June 2011
Skills
Marketing, Sales, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Social Media Marketing, Social Media, Customer Service, Leadership, Marketing Strategy, Recruiting, Research
Education
DePaul University 2010 — 2014
Bachelor of Science, Marketing, Sales Leadership, Category Management, 3.26/4.0
DePaul University
AbbVie January 2015 - Present
ACCO Brands April 2014 - January 2015
MedQuery Inc June 2013 - March 2014
Merrill Lynch September 2012 - January 2013
Realty & Mortgage Co. June 2011 - October 2012
The Sports Authority April 2010 - June 2011
Skills
Marketing, Sales, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Social Media Marketing, Social Media, Customer Service, Leadership, Marketing Strategy, Recruiting, Research
Education
DePaul University 2010 — 2014
Bachelor of Science, Marketing, Sales Leadership, Category Management, 3.26/4.0
DePaul University
Jim Koliatsis, CFP® Jim Koliatsis, CFP®'s Merrill Lynch Experience September 1998 - April 2001
Job Managing Partner, KMG Private Wealth Management
Industry Financial Services
Experience
KMG Private Wealth Management August 2007 - Present
LaSalle Financial Services May 2001 - August 2007
Merrill Lynch September 1998 - April 2001
Skills
Retirement Planning, Estate Planning, Asset Allocation, Insurance, Financial Planning
Education
DePaul University 2005 — 2006
Financial Planning and Services
DeVry University 1990 — 1993
Bachelor's Business Operations
Mather High School 1989 — 1990
Gordon Tech High School 1987 — 1988
KMG Private Wealth Management August 2007 - Present
LaSalle Financial Services May 2001 - August 2007
Merrill Lynch September 1998 - April 2001
Skills
Retirement Planning, Estate Planning, Asset Allocation, Insurance, Financial Planning
Education
DePaul University 2005 — 2006
Financial Planning and Services
DeVry University 1990 — 1993
Bachelor's Business Operations
Mather High School 1989 — 1990
Gordon Tech High School 1987 — 1988
Courtney L. Cotter Courtney L. Cotter's Merrill Lynch Experience August 2009 - January 2011
Job Senior Business Unit Compliance Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - November 2014
Ameriprise Financial Services, Inc. May 2011 - May 2012
IQ Marketing January 2011 - May 2011
Merrill Lynch August 2009 - January 2011
TempForce October 2008 - August 2009
American Family Insurance December 2005 - April 2008
Skills
Fixed Income, Mutual Funds, Series 7, Series 63, Options, Equities, Portfolio Management, Trading, Project Management, Equity Trading, Analysis, Wealth Management, Training, Asset Management, Leadership, Customer Service, Retirement, Asset Managment, Unit Investment Trusts, Arbitration, Broker-Dealer Compliance
Education
DePaul University 2004 — 2008
BA, Communications; Non-Profit Management
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. May 2012 - November 2014
Ameriprise Financial Services, Inc. May 2011 - May 2012
IQ Marketing January 2011 - May 2011
Merrill Lynch August 2009 - January 2011
TempForce October 2008 - August 2009
American Family Insurance December 2005 - April 2008
Skills
Fixed Income, Mutual Funds, Series 7, Series 63, Options, Equities, Portfolio Management, Trading, Project Management, Equity Trading, Analysis, Wealth Management, Training, Asset Management, Leadership, Customer Service, Retirement, Asset Managment, Unit Investment Trusts, Arbitration, Broker-Dealer Compliance
Education
DePaul University 2004 — 2008
BA, Communications; Non-Profit Management
Callie Schoeneman's Merrill Lynch Experience May 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
CME Group December 2014 - May 2015
C.H. Robinson Worldwide June 2014 - December 2014
1237 West August 2013 - August 2014
Balyasny Asset Management L.P. January 2014 - June 2014
Ray Meyer Fitness and Recreation Center August 2011 - June 2014
1237 West September 2013 - January 2014
Wheeling Park District May 2008 - September 2013
Knight, Hoppe, Kurnik, & Knight December 2007 - December 2012
Off Campus Media April 2012 - September 2012
Skills
PowerPoint, Leadership, Customer Service, Time Management, Facebook, Sales, Event Planning, Social Networking, Training, Salesforce.com, Navisphere, Lync, ThomsonOne, Hoovers, Finance, Marketing, Marketing Strategy, Microsoft Excel, Risk Management, Basel III, Derivatives, Energy Industry, Microsoft Office
Education
DePaul University 2011 — 2015
Bachelor's Degree, Double major: Finance and Marketing, concentration: Sales Leadership, Senior
DePaul University 2014 — 2014
Student Study Abroad Participant, International Business Seminar in Ireland (Cork, Kilkenny, and Dublin), A
Wheeling High School 2007 — 2011
Merrill Lynch May 2015 - Present
CME Group December 2014 - May 2015
C.H. Robinson Worldwide June 2014 - December 2014
1237 West August 2013 - August 2014
Balyasny Asset Management L.P. January 2014 - June 2014
Ray Meyer Fitness and Recreation Center August 2011 - June 2014
1237 West September 2013 - January 2014
Wheeling Park District May 2008 - September 2013
Knight, Hoppe, Kurnik, & Knight December 2007 - December 2012
Off Campus Media April 2012 - September 2012
Skills
PowerPoint, Leadership, Customer Service, Time Management, Facebook, Sales, Event Planning, Social Networking, Training, Salesforce.com, Navisphere, Lync, ThomsonOne, Hoovers, Finance, Marketing, Marketing Strategy, Microsoft Excel, Risk Management, Basel III, Derivatives, Energy Industry, Microsoft Office
Education
DePaul University 2011 — 2015
Bachelor's Degree, Double major: Finance and Marketing, concentration: Sales Leadership, Senior
DePaul University 2014 — 2014
Student Study Abroad Participant, International Business Seminar in Ireland (Cork, Kilkenny, and Dublin), A
Wheeling High School 2007 — 2011
Alexander Corkum Alexander Corkum's Merrill Lynch Experience July 2012 - September 2012
Job Property Director at Gordon Management Company
Industry Real Estate
Experience
Gordon Management Company Inc July 2015 - Present
Prologis June 2014 - May 2015
City Properties Corporation October 2012 - June 2014
Merrill Lynch July 2012 - September 2012
Boyne Country Sports November 2009 - January 2012
English Gardens January 2008 - September 2011
Skills
Marketing, Real Estate, Commercial Real Estate, Property Management, Real Estate Negotiating, CoStar, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, English, Time Management, Management, Sales, Social Networking, Event Planning, Retail, Social Media
Education
DePaul University 2011 — 2015
Bachelor of Business Administration, Real Estate
Brother Rice High School 2007 — 2011
High School Diploma
Gordon Management Company Inc July 2015 - Present
Prologis June 2014 - May 2015
City Properties Corporation October 2012 - June 2014
Merrill Lynch July 2012 - September 2012
Boyne Country Sports November 2009 - January 2012
English Gardens January 2008 - September 2011
Skills
Marketing, Real Estate, Commercial Real Estate, Property Management, Real Estate Negotiating, CoStar, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, English, Time Management, Management, Sales, Social Networking, Event Planning, Retail, Social Media
Education
DePaul University 2011 — 2015
Bachelor of Business Administration, Real Estate
Brother Rice High School 2007 — 2011
High School Diploma
Paul Kokuzian's Merrill Lynch Experience November 2007 - June 2008
Job Managing Partner at aiSource
Industry Investment Management
Experience
aiSource June 2009 - Present
Lakefront Futures & Options, LLC June 2005 - Present
Merrill Lynch November 2007 - June 2008
Skills
Alternative Investments, Commodity, Managed Futures, Wealth Management, Investment Strategies, Futures Trading, Financial Services, Investment Advisory, Fund Of Funds, Trading Strategies, Commodity Pools, Commodity Markets, Risk Management, Hedge Funds, Proprietary Trading, Asset Allocation, Options, Derivatives, Management
Education
DePaul University 2005 — 2009
BSC, Double Major in Finance & Economics
aiSource June 2009 - Present
Lakefront Futures & Options, LLC June 2005 - Present
Merrill Lynch November 2007 - June 2008
Skills
Alternative Investments, Commodity, Managed Futures, Wealth Management, Investment Strategies, Futures Trading, Financial Services, Investment Advisory, Fund Of Funds, Trading Strategies, Commodity Pools, Commodity Markets, Risk Management, Hedge Funds, Proprietary Trading, Asset Allocation, Options, Derivatives, Management
Education
DePaul University 2005 — 2009
BSC, Double Major in Finance & Economics
Chris Guttilla, CFA Chris Guttilla, CFA's Merrill Lynch Experience August 1999 - August 2005
Job Senior Investment Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson September 2005 - Present
Merrill Lynch August 1999 - August 2005
Lehman Brothers August 1997 - July 1999
Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Equities, Investment Strategies, Portfolio Management, Valuation, Fixed Income, Pensions, Investment Management, Hedge Funds, Due Diligence, Financial Analysis, Mutual Funds, Asset Managment, Chartered Financial..., Defined Contribution, Pension Funds
Education
DePaul University 2002 — 2004
MBA, Accounting
Indiana University Bloomington 1994 — 1997
BS, Finance
Towers Watson September 2005 - Present
Merrill Lynch August 1999 - August 2005
Lehman Brothers August 1997 - July 1999
Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Equities, Investment Strategies, Portfolio Management, Valuation, Fixed Income, Pensions, Investment Management, Hedge Funds, Due Diligence, Financial Analysis, Mutual Funds, Asset Managment, Chartered Financial..., Defined Contribution, Pension Funds
Education
DePaul University 2002 — 2004
MBA, Accounting
Indiana University Bloomington 1994 — 1997
BS, Finance
Amanda Mucek Amanda Mucek's Merrill Lynch Experience September 2011 - March 2012
Job Associate Investment Banking at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2014 - Present
Aon Risk Solutions November 2013 - October 2014
Madison Street Capital May 2012 - November 2013
Merrill Lynch September 2011 - March 2012
TransUnion June 2011 - August 2011
Skills
PowerPoint, Outlook, Excel, Microsoft Office, Word, Microsoft Excel, Microsoft Word
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
KPMG Corporate Finance LLC October 2014 - Present
Aon Risk Solutions November 2013 - October 2014
Madison Street Capital May 2012 - November 2013
Merrill Lynch September 2011 - March 2012
TransUnion June 2011 - August 2011
Skills
PowerPoint, Outlook, Excel, Microsoft Office, Word, Microsoft Excel, Microsoft Word
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
Jeff Bentcover Jeff Bentcover's Merrill Lynch Experience 2009 - 2010
Job Entrepreneur
Industry Capital Markets
Experience
MWIG November 2011 - Present
VTP 2008 - Present
StartupTAP 2013 - 2015
Trading Advantage 2011 - 2011
Alpha Kappa Psi-DePaul University 2010 - 2011
Marcus Evans 2009 - 2010
Northwestern Mutual Financial Network-The Effner Financial Group 2009 - 2010
Merrill Lynch 2009 - 2010
DialAmerica Marketing 2008 - 2009
Skills
Investments, Options, Sales, Finance, Trading, Securities, Negotiation
Education
DePaul University
Economics
University of Kansas
Economics
MWIG November 2011 - Present
VTP 2008 - Present
StartupTAP 2013 - 2015
Trading Advantage 2011 - 2011
Alpha Kappa Psi-DePaul University 2010 - 2011
Marcus Evans 2009 - 2010
Northwestern Mutual Financial Network-The Effner Financial Group 2009 - 2010
Merrill Lynch 2009 - 2010
DialAmerica Marketing 2008 - 2009
Skills
Investments, Options, Sales, Finance, Trading, Securities, Negotiation
Education
DePaul University
Economics
University of Kansas
Economics
Arsen Parashchak Arsen Parashchak's Merrill Lynch Experience August 2007 - December 2007
Job Senior Financial Analyst at Beam Suntory
Industry Management Consulting
Experience
Beam Suntory May 2014 - Present
Protiviti March 2011 - April 2014
Vatra Corporation September 2009 - February 2011
McKinsey & Company May 2008 - July 2009
Merrill Lynch August 2007 - December 2007
Skills
Financial Modeling, Management Consulting, Russian, Valuation, Corporate Finance, Business Valuation, Business Process..., Due Diligence, Financial Analysis, Equity Research, Business Analysis, Project Finance, Enterprise Risk..., Project Planning, Contract Negotiation, Consulting
Education
DePaul University 2006 — 2009
BSc, Finance
Harvard University 2007 — 2007
HUSI, Ukrainian Language & Literature
Beam Suntory May 2014 - Present
Protiviti March 2011 - April 2014
Vatra Corporation September 2009 - February 2011
McKinsey & Company May 2008 - July 2009
Merrill Lynch August 2007 - December 2007
Skills
Financial Modeling, Management Consulting, Russian, Valuation, Corporate Finance, Business Valuation, Business Process..., Due Diligence, Financial Analysis, Equity Research, Business Analysis, Project Finance, Enterprise Risk..., Project Planning, Contract Negotiation, Consulting
Education
DePaul University 2006 — 2009
BSc, Finance
Harvard University 2007 — 2007
HUSI, Ukrainian Language & Literature
David Schatz's Merrill Lynch Experience June 2012 - August 2012
Job Real Estate Agent at RE/MAX Premier Properties
Industry Marketing and Advertising
Experience
Humble Pen June 2013 - Present
RE/MAX Premier Properties July 2014 - Present
OCC June 2014 - September 2014
Northern Trust June 2013 - January 2014
Blue Prairie Group March 2013 - June 2013
The Sid Feldman Legacy Fund May 2011 - June 2013
A. Eicoff & Company October 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Morgan Stanley Smith Barney March 2012 - June 2012
WTTW November 2011 - March 2012
Skills
Social Media, Strategic Planning, Fundraising, Statistical Data..., Marketing, Networking, Entrepreneurship, Management, Advertising, Customer Service, Competitive Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance and Marketing w/ a concentration in Sales Leadership
Lincoln Park high school 2004 — 2008
Humble Pen June 2013 - Present
RE/MAX Premier Properties July 2014 - Present
OCC June 2014 - September 2014
Northern Trust June 2013 - January 2014
Blue Prairie Group March 2013 - June 2013
The Sid Feldman Legacy Fund May 2011 - June 2013
A. Eicoff & Company October 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Morgan Stanley Smith Barney March 2012 - June 2012
WTTW November 2011 - March 2012
Skills
Social Media, Strategic Planning, Fundraising, Statistical Data..., Marketing, Networking, Entrepreneurship, Management, Advertising, Customer Service, Competitive Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance and Marketing w/ a concentration in Sales Leadership
Lincoln Park high school 2004 — 2008
Kyle Janovsky Kyle Janovsky's Merrill Lynch Experience July 2010 - January 2013
Job Regional Director at Delaware Investments
Industry Investment Management
Experience
Delaware Investments June 2015 - Present
Delaware Investments January 2013 - June 2015
Merrill Lynch July 2010 - January 2013
Bloomberg LP September 2009 - January 2010
Skills
Investments, Equities, Wealth Management, Bonds, Bloomberg, Mutual Funds, Financial Services
Education
Villanova University
Master of Business Administration (MBA)
DePaul University
Bachelor's degree, Economics
Delaware Investments June 2015 - Present
Delaware Investments January 2013 - June 2015
Merrill Lynch July 2010 - January 2013
Bloomberg LP September 2009 - January 2010
Skills
Investments, Equities, Wealth Management, Bonds, Bloomberg, Mutual Funds, Financial Services
Education
Villanova University
Master of Business Administration (MBA)
DePaul University
Bachelor's degree, Economics
Dayna Kleinman's Merrill Lynch Experience July 1999 - December 2001
Job Sr. Product Manager Alternative Investments | Business Development | Inclusion & Diversity
Industry Financial Services
Experience
Robert W. Baird & Co. August 2009 - Present
Robert W. Baird & Co. July 2002 - August 2009
Merrill Lynch July 1999 - December 2001
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Structured Products, Alternative Investments, Marketing Strategy, Employee Training, Public Speaking, Sales, Fixed Income, Series 7, Series 24, New Business Development, Bonds, Series 3, Series 31, Series 65, FINRA, Financial Advisory, Portfolio Management, Financial Planning
Education
DePaul University 1999 — 2001
Master of Business Administration (MBA), Marketing
Ithaca College 1989 — 1993
Bachelor of Science (BS), Marketing
Robert W. Baird & Co. August 2009 - Present
Robert W. Baird & Co. July 2002 - August 2009
Merrill Lynch July 1999 - December 2001
Skills
Product Development, Product Management, Product Marketing, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Structured Products, Alternative Investments, Marketing Strategy, Employee Training, Public Speaking, Sales, Fixed Income, Series 7, Series 24, New Business Development, Bonds, Series 3, Series 31, Series 65, FINRA, Financial Advisory, Portfolio Management, Financial Planning
Education
DePaul University 1999 — 2001
Master of Business Administration (MBA), Marketing
Ithaca College 1989 — 1993
Bachelor of Science (BS), Marketing
Conor Moran Conor Moran's Merrill Lynch Experience June 2010 - August 2010
Job Business Analyst/Sales Assistant at StateStreet Capital Advisors
Industry Venture Capital & Private Equity
Experience
StateStreet Capital Advisors September 2011 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
Merrill Lynch June 2010 - August 2010
Education
DePaul University 2008 — 2011
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 2007 — 2007
StateStreet Capital Advisors September 2011 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
Merrill Lynch June 2010 - August 2010
Education
DePaul University 2008 — 2011
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 2007 — 2007
Clarence Seals, CFA Clarence Seals, CFA's Merrill Lynch Experience March 2005 - March 2007
Job SR. Global Transaction Banking Product Manager at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets June 2014 - Present
BNY Mellon June 2009 - February 2014
FXMarketSpace 2007 - 2008
Merrill Lynch March 2005 - March 2007
Merrill Lynch Investment Managers February 2000 - March 2005
Deutsche Bank April 1994 - September 1998
Citi November 1987 - April 1994
Skills
Sales, Relationship Management, Product Management, Research, Market Risk, Trading, Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Strategic Planning, Foreign Exchange, Asset Management, Investment Management, Strategy, Manage Client..., Options Strategies, Investments, Portfolio Management, FX Options, Proprietary Trading, Institutional..., Alternative Investments, Start-ups, Emerging Markets, Finance, Derivatives, Bloomberg, Asset Allocation, CRM
Education
The University of Chicago 1985 — 1987
Master of Business Administration (MBA), Finance, General
DePaul University 1978 — 1982
Bachelor of Commerce (BCom), Finance and Economics
HSBC Global Banking and Markets June 2014 - Present
BNY Mellon June 2009 - February 2014
FXMarketSpace 2007 - 2008
Merrill Lynch March 2005 - March 2007
Merrill Lynch Investment Managers February 2000 - March 2005
Deutsche Bank April 1994 - September 1998
Citi November 1987 - April 1994
Skills
Sales, Relationship Management, Product Management, Research, Market Risk, Trading, Financial Analysis, Financial Services, Securities, Fixed Income, Equities, Strategic Planning, Foreign Exchange, Asset Management, Investment Management, Strategy, Manage Client..., Options Strategies, Investments, Portfolio Management, FX Options, Proprietary Trading, Institutional..., Alternative Investments, Start-ups, Emerging Markets, Finance, Derivatives, Bloomberg, Asset Allocation, CRM
Education
The University of Chicago 1985 — 1987
Master of Business Administration (MBA), Finance, General
DePaul University 1978 — 1982
Bachelor of Commerce (BCom), Finance and Economics
David Margulies's Merrill Lynch Experience July 2009 - September 2009
Job Consultant at Euromonitor International
Industry Market Research
Experience
Euromonitor International July 2010 - Present
UBS, Attard Strnad Catalano Group April 2010 - June 2010
Merrill Lynch July 2009 - September 2009
Thomson Reuters June 2008 - June 2009
Merrill Lynch April 2008 - June 2008
Skills
Quantitative Analytics, Qualitative Research, Economics, Competitive Intelligence, Quantitative Research, Market Research, Market Analysis, Marketing Research, Strategic Consulting, Competitive Analysis, Data Analysis, Market Intelligence, Macroeconomics, Strategy, Analysis, Marketing Strategy
Education
DePaul University 2007 — 2010
BS, Economics
Euromonitor International July 2010 - Present
UBS, Attard Strnad Catalano Group April 2010 - June 2010
Merrill Lynch July 2009 - September 2009
Thomson Reuters June 2008 - June 2009
Merrill Lynch April 2008 - June 2008
Skills
Quantitative Analytics, Qualitative Research, Economics, Competitive Intelligence, Quantitative Research, Market Research, Market Analysis, Marketing Research, Strategic Consulting, Competitive Analysis, Data Analysis, Market Intelligence, Macroeconomics, Strategy, Analysis, Marketing Strategy
Education
DePaul University 2007 — 2010
BS, Economics
AhLeah Tagai, CFP®'s Merrill Lynch Experience January 2009 - March 2013
Job Business Development Administrator at Munster Orthopaedic Institute, LLC
Industry Financial Services
Experience
Munster Orthopaedic Institute, LLC March 2013 - Present
Merrill Lynch January 2009 - March 2013
Merrill Lynch October 2007 - December 2008
Fifth Third Bank August 2006 - September 2007
The University of Michigan Hospital October 2005 - April 2006
Skills
Strategic Financial..., Banking, Series 6, Cash Management, Sales, Marketing, CRPC, Customer Service, Cold Calling, Business Intelligence, Series 7, System Administration, Wealth Management, Portfolio Management, Financial Planning
Education
DePaul University 2007 — 2009
Certified Financial Planner, Certified Financial Planning Certificate
University of Michigan 2003 — 2006
Master of Arts, Sport Management
University of Michigan 2002 — 2005
Sports Management and Communications, Sports Management
Munster Orthopaedic Institute, LLC March 2013 - Present
Merrill Lynch January 2009 - March 2013
Merrill Lynch October 2007 - December 2008
Fifth Third Bank August 2006 - September 2007
The University of Michigan Hospital October 2005 - April 2006
Skills
Strategic Financial..., Banking, Series 6, Cash Management, Sales, Marketing, CRPC, Customer Service, Cold Calling, Business Intelligence, Series 7, System Administration, Wealth Management, Portfolio Management, Financial Planning
Education
DePaul University 2007 — 2009
Certified Financial Planner, Certified Financial Planning Certificate
University of Michigan 2003 — 2006
Master of Arts, Sport Management
University of Michigan 2002 — 2005
Sports Management and Communications, Sports Management
Dave Drustrup Dave Drustrup's Merrill Lynch Experience May 2008 - August 2008
Job Therapist at St. Mary's
Industry Mental Health Care
Experience
St. Mary's July 2015 - Present
The Family Institute at Northwestern University August 2014 - June 2015
DRW Trading Group August 2013 - August 2014
The Noble Network of Charter Schools November 2012 - July 2013
DRW Trading Group July 2010 - October 2012
UBS June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Federal Reserve Bank of Chicago June 2007 - August 2007
Skills
FX Options, Capital Markets, Commercial Banking, Fixed Income, Trading, Investment Banking, Derivatives, Options, Equities, Bloomberg, Investments, Finance, Microsoft Office, Public Speaking
Education
Northwestern University 2014 — 2016
Master's Degree, Counseling
DePaul University 2012 — 2014
Master of Education (MEd), English, Secondary
University of Iowa 2005 — 2009
Bachelor of Arts (BA), Economics, English
Loyola University Chicago 2007 — 2007
Finance
St. Mary's July 2015 - Present
The Family Institute at Northwestern University August 2014 - June 2015
DRW Trading Group August 2013 - August 2014
The Noble Network of Charter Schools November 2012 - July 2013
DRW Trading Group July 2010 - October 2012
UBS June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Federal Reserve Bank of Chicago June 2007 - August 2007
Skills
FX Options, Capital Markets, Commercial Banking, Fixed Income, Trading, Investment Banking, Derivatives, Options, Equities, Bloomberg, Investments, Finance, Microsoft Office, Public Speaking
Education
Northwestern University 2014 — 2016
Master's Degree, Counseling
DePaul University 2012 — 2014
Master of Education (MEd), English, Secondary
University of Iowa 2005 — 2009
Bachelor of Arts (BA), Economics, English
Loyola University Chicago 2007 — 2007
Finance
Jack Nikolas Jack Nikolas's Merrill Lynch Experience September 2010 - March 2011
Job Office Assistant at DePaul University
Industry Higher Education
Experience
DePaul University May 2012 - Present
DePaul University August 2011 - February 2012
Merrill Lynch September 2010 - March 2011
DePaul University November 2008 - September 2010
Oak Brook Park District December 2005 - January 2007
Skills
Microsoft Excel, Outlook, Financial Reporting, Financial Analysis, Tax, Access, Sales, Microsoft Word, Microsoft Office, Accounting, Teamwork, Customer Service, PowerPoint, Research, Time Management, Marketing, Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Masters in Tax
DePaul University 2007 — 2011
Undergraduate, Accounting
DePaul University May 2012 - Present
DePaul University August 2011 - February 2012
Merrill Lynch September 2010 - March 2011
DePaul University November 2008 - September 2010
Oak Brook Park District December 2005 - January 2007
Skills
Microsoft Excel, Outlook, Financial Reporting, Financial Analysis, Tax, Access, Sales, Microsoft Word, Microsoft Office, Accounting, Teamwork, Customer Service, PowerPoint, Research, Time Management, Marketing, Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Masters in Tax
DePaul University 2007 — 2011
Undergraduate, Accounting
David Faircloth David Faircloth's Merrill Lynch Experience 2000 - 2005
Job Senior Vice President, Senior Investment Officer, Chartered Financial Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust 2006 - Present
JPMorgan 2005 - 2006
Merrill Lynch 2000 - 2005
Fiduciary Management Associates 1998 - 2000
Northern Trust 1990 - 1998
Northern Trust 1988 - 1990
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Investment Strategies, High Net Worth..., Equities, Mutual Funds, Investment Management, Fixed Income, Asset Management, Relationship Management, Cash Management, Options, Investment Banking, Private Equity, Financial Services, Trading, Securities, Investment Advisory, Financial Markets, Derivatives, Structured Products, Fund Of Funds, Finance, Strategic Financial..., Hedge Funds, Institutional..., Wealth, Wealth Management..., Alternative Investments, Retirement Planning, Equity Valuation, Economics, Financial Advisory, ETFs, Bonds, Equity Derivatives, Equity Research, Estate Planning
Education
Northwestern University - Kellogg School of Management
Master of Management (MBA), Finance, Marketing, and International Business
DePaul University
Bachelor of Science, with Honors, Major: Finance, Minor: Marketing
Richards High School
Northern Trust 2006 - Present
JPMorgan 2005 - 2006
Merrill Lynch 2000 - 2005
Fiduciary Management Associates 1998 - 2000
Northern Trust 1990 - 1998
Northern Trust 1988 - 1990
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Investment Strategies, High Net Worth..., Equities, Mutual Funds, Investment Management, Fixed Income, Asset Management, Relationship Management, Cash Management, Options, Investment Banking, Private Equity, Financial Services, Trading, Securities, Investment Advisory, Financial Markets, Derivatives, Structured Products, Fund Of Funds, Finance, Strategic Financial..., Hedge Funds, Institutional..., Wealth, Wealth Management..., Alternative Investments, Retirement Planning, Equity Valuation, Economics, Financial Advisory, ETFs, Bonds, Equity Derivatives, Equity Research, Estate Planning
Education
Northwestern University - Kellogg School of Management
Master of Management (MBA), Finance, Marketing, and International Business
DePaul University
Bachelor of Science, with Honors, Major: Finance, Minor: Marketing
Richards High School
Matthew Rizzo, CIMA® Matthew Rizzo, CIMA®'s Merrill Lynch Experience October 2009 - May 2011
Job VP, Director National Accounts
Industry Financial Services
Experience
PNC Capital Advisors May 2011 - Present
Merrill Lynch October 2009 - May 2011
Transamerica 2007 - 2009
Allianz Life 2006 - 2007
Touchstone Funds 2002 - 2007
Education
Denison University 1998 — 2002
B.A., Economics
Anderson High School 1994 — 1998
PNC Capital Advisors May 2011 - Present
Merrill Lynch October 2009 - May 2011
Transamerica 2007 - 2009
Allianz Life 2006 - 2007
Touchstone Funds 2002 - 2007
Education
Denison University 1998 — 2002
B.A., Economics
Anderson High School 1994 — 1998
Garry Albrecht Garry Albrecht's Merrill Lynch Experience July 1980 - July 1988
Job Teacher / Trainer
Industry Education Management
Experience
Chicago Public Schools May 2004 - Present
Lehman Brothers May 1988 - October 1994
Merrill Lynch July 1980 - July 1988
Education
DePaul University 1995 — 2004
Bachelor of Arts, Communication and Elementary Education
Brother Rice High School 1969 — 1973
St. Linus Elementary School 1961 — 1969
Chicago Public Schools May 2004 - Present
Lehman Brothers May 1988 - October 1994
Merrill Lynch July 1980 - July 1988
Education
DePaul University 1995 — 2004
Bachelor of Arts, Communication and Elementary Education
Brother Rice High School 1969 — 1973
St. Linus Elementary School 1961 — 1969
Gil Rubio, CFP®, CRPC® Gil Rubio, CFP®, CRPC®'s Merrill Lynch Experience August 2003 - August 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Merrill Lynch August 2003 - August 2015
Morgan Stanley September 2002 - July 2003
Summit Asset Management, S.A. January 1999 - April 2002
Garban Corporate Securities July 1996 - October 1998
Chapdelaine & Co. September 1994 - June 1996
First National Bank of Chicago May 1985 - September 1994
IBM January 1985 - May 1985
Skills
Certified Financial..., CFP, CRPC, Wealth Management, Portfolio Management, Estate Planning, Financial Planning, Emerging Markets, Asset Allocation, Private Banking, Asset Management, Retirement Planning, Investment Strategies, Alternative Investments, Fixed Income, Hedge Funds, Special Needs Trusts, Special Needs, Strategic Financial..., Finance, Equities, High Net Worth..., Commodity, Options, Investment Advisory, Securities, Series 7, Wealth Management..., Financial Advisory, Mutual Funds, ETFs, Bonds, Investment Management, Series 65, Uniform Combined State...
Education
DePaul University 1989 — 1991
MBA, Finance
Villanova University 1980 — 1984
BS, Economics
San Agustin 1966 — 1979
HSD, Sciences and Arts
Wells Fargo Advisors August 2015 - Present
Merrill Lynch August 2003 - August 2015
Morgan Stanley September 2002 - July 2003
Summit Asset Management, S.A. January 1999 - April 2002
Garban Corporate Securities July 1996 - October 1998
Chapdelaine & Co. September 1994 - June 1996
First National Bank of Chicago May 1985 - September 1994
IBM January 1985 - May 1985
Skills
Certified Financial..., CFP, CRPC, Wealth Management, Portfolio Management, Estate Planning, Financial Planning, Emerging Markets, Asset Allocation, Private Banking, Asset Management, Retirement Planning, Investment Strategies, Alternative Investments, Fixed Income, Hedge Funds, Special Needs Trusts, Special Needs, Strategic Financial..., Finance, Equities, High Net Worth..., Commodity, Options, Investment Advisory, Securities, Series 7, Wealth Management..., Financial Advisory, Mutual Funds, ETFs, Bonds, Investment Management, Series 65, Uniform Combined State...
Education
DePaul University 1989 — 1991
MBA, Finance
Villanova University 1980 — 1984
BS, Economics
San Agustin 1966 — 1979
HSD, Sciences and Arts
Matthew Gebert Matthew Gebert's Merrill Lynch Experience September 2015 - Present
Job Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
C.H. Robinson July 2012 - September 2015
C.H. Robinson Worldwide, Inc. May 2011 - August 2011
Skills
Microsoft Office, Statistical Data..., Marketing, Statistics, Econometrics
Education
Denison University 2008 — 2012
BA, Economics; Spanish
Merrill Lynch September 2015 - Present
C.H. Robinson July 2012 - September 2015
C.H. Robinson Worldwide, Inc. May 2011 - August 2011
Skills
Microsoft Office, Statistical Data..., Marketing, Statistics, Econometrics
Education
Denison University 2008 — 2012
BA, Economics; Spanish
Eric Baumgardner Eric Baumgardner's Merrill Lynch Experience May 2014 - July 2014
Job Capital Markets Intern at CBRE
Industry Financial Services
Experience
CBRE June 2015 - Present
Merrill Lynch May 2014 - July 2014
Psychiatric Institute of Washington May 2010 - August 2013
Champions Field House March 2011 - December 2011
Skills
Problem Solving, Management, Operations Management, public speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork
Education
Denison University 2012 — 2016
Bachelor of Science, Economics and Mathematics, 2016
Gonzaga College High School 2008 — 2012
High School
CBRE June 2015 - Present
Merrill Lynch May 2014 - July 2014
Psychiatric Institute of Washington May 2010 - August 2013
Champions Field House March 2011 - December 2011
Skills
Problem Solving, Management, Operations Management, public speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork
Education
Denison University 2012 — 2016
Bachelor of Science, Economics and Mathematics, 2016
Gonzaga College High School 2008 — 2012
High School
Amy Lilly Amy Lilly's Merrill Lynch Experience July 2007 - Present
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Merrill Lynch May 2001 - July 2007
First Midwest Bank April 1999 - May 2001
Skills
CRM, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investments, Asset Allocation, Fixed Income, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Strategic Financial..., Uniform Combined State..., Retirement, Financial Services, Investment Strategies
Education
DePaul University 2002 — 2005
BA, Finance
Merrill Lynch July 2007 - Present
Merrill Lynch May 2001 - July 2007
First Midwest Bank April 1999 - May 2001
Skills
CRM, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investments, Asset Allocation, Fixed Income, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Strategic Financial..., Uniform Combined State..., Retirement, Financial Services, Investment Strategies
Education
DePaul University 2002 — 2005
BA, Finance
Chris Lembesis's Merrill Lynch Experience 2004 - 2004
Job Senior Supervision Analyst at Federal Reserve Bank of Chicago
Industry Insurance
Experience
Federal Reserve Board January 2015 - Present
Federal Reserve Bank of Chicago May 2011 - Present
Prudential Financial 2008 - 2010
Strategic Financial Group, LLC. 2005 - 2008
ME Fields Inc 2001 - 2005
Merrill Lynch 2004 - 2004
Skills
Analysis, Financial Analysis, Bloomberg, Risk Management, Financial Modeling, Accounting, Portfolio Management, Insurance, Valuation, Data Analysis, Finance, Financial Risk, Banking
Education
DePaul University 2001 — 2005
Finance
Federal Reserve Board January 2015 - Present
Federal Reserve Bank of Chicago May 2011 - Present
Prudential Financial 2008 - 2010
Strategic Financial Group, LLC. 2005 - 2008
ME Fields Inc 2001 - 2005
Merrill Lynch 2004 - 2004
Skills
Analysis, Financial Analysis, Bloomberg, Risk Management, Financial Modeling, Accounting, Portfolio Management, Insurance, Valuation, Data Analysis, Finance, Financial Risk, Banking
Education
DePaul University 2001 — 2005
Finance
Brian C. Aguilar's Merrill Lynch Experience March 2003 - March 2005
Job Branch Manager at E*Trade Financial
Industry Financial Services
Experience
E*TRADE FINANCIAL May 2006 - Present
Merrill Lynch March 2003 - March 2005
PNC Financial Services Group 1999 - 2003
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
ACCOUNTING
Pennsylvania State University-Great Valley Graduate Center 2000 — 2003
MBA, BUSINESS
Denison University 1990 — 1994
E*TRADE FINANCIAL May 2006 - Present
Merrill Lynch March 2003 - March 2005
PNC Financial Services Group 1999 - 2003
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
ACCOUNTING
Pennsylvania State University-Great Valley Graduate Center 2000 — 2003
MBA, BUSINESS
Denison University 1990 — 1994
Jennifer Falconer's Merrill Lynch Experience October 2007 - October 2011
Job Project Consultant at PNC
Industry Financial Services
Experience
Merrill Lynch October 2007 - October 2011
LaSalle Bank Corporation April 2007 - October 2007
LaSalle Bank Corporation July 2003 - October 2007
LaSalle Bank Corporation March 2003 - July 2003
ABN AMRO Bank N.V., Amsterdam, The Netherlands June 2001 - March 2003
Education
Loyola University Chicago 1993 — 1995
MBA, Finance
DePaul University 1987 — 1991
BS, Major: Finance; Minor: Political Science
Merrill Lynch October 2007 - October 2011
LaSalle Bank Corporation April 2007 - October 2007
LaSalle Bank Corporation July 2003 - October 2007
LaSalle Bank Corporation March 2003 - July 2003
ABN AMRO Bank N.V., Amsterdam, The Netherlands June 2001 - March 2003
Education
Loyola University Chicago 1993 — 1995
MBA, Finance
DePaul University 1987 — 1991
BS, Major: Finance; Minor: Political Science
Macaulay Bayly's Merrill Lynch Experience 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Piper Jaffray 2008 - 2010
Freeman & Co. October 2004 - December 2008
Skills
Series 7
Education
Denison University 1999 — 2003
Merrill Lynch 2010 - Present
Piper Jaffray 2008 - 2010
Freeman & Co. October 2004 - December 2008
Skills
Series 7
Education
Denison University 1999 — 2003
Bai Yuen's Merrill Lynch Experience October 1999 - May 2009
Job Financial Advisor
Industry Financial Services
Experience
Citi Personal Wealth Management May 2009 - Present
Merrill Lynch October 1999 - May 2009
Education
DePaul University 1986 — 1988
Citi Personal Wealth Management May 2009 - Present
Merrill Lynch October 1999 - May 2009
Education
DePaul University 1986 — 1988
Hilda (Gigi) Jimenez's Merrill Lynch Experience January 2004 - June 2007
Job Senior Associate at KPMG LLP Advisory
Industry Banking
Experience
KPMG US August 2011 - Present
KPMG LLP Advisory May 2010 - July 2011
Wintrust Financial Corporation March 2009 - August 2009
T-Mobile June 2007 - March 2009
Merrill Lynch January 2004 - June 2007
Chase December 2001 - December 2003
LaSalle Bank June 1999 - December 2001
Skills
Financial Analysis, Credit, Financial Modeling, Credit Analysis, Portfolio Management, Banking, Loans, Risk Management, Commercial Lending, Credit Risk, Underwriting, Financial Reporting, Commercial Banking, Finance, Accounting, Valuation, Investments, Forecasting, Financial Risk, Corporate Finance, Management Consulting, Financial Statement..., Business Strategy, Due Diligence, Financial Services
Education
DePaul University
B.S., Accountancy
Illinois Institute of Technology
KPMG US August 2011 - Present
KPMG LLP Advisory May 2010 - July 2011
Wintrust Financial Corporation March 2009 - August 2009
T-Mobile June 2007 - March 2009
Merrill Lynch January 2004 - June 2007
Chase December 2001 - December 2003
LaSalle Bank June 1999 - December 2001
Skills
Financial Analysis, Credit, Financial Modeling, Credit Analysis, Portfolio Management, Banking, Loans, Risk Management, Commercial Lending, Credit Risk, Underwriting, Financial Reporting, Commercial Banking, Finance, Accounting, Valuation, Investments, Forecasting, Financial Risk, Corporate Finance, Management Consulting, Financial Statement..., Business Strategy, Due Diligence, Financial Services
Education
DePaul University
B.S., Accountancy
Illinois Institute of Technology
Francine Larson's Merrill Lynch Experience 1994 - 1996
Job Agent, ChizmarkLarson Insurance Agency
Industry Insurance
Experience
Chizmark Larson Insurance Agency October 2006 - Present
Larson-Express 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Insurance, Disability Insurance, Sales, Finance, Health Insurance, Underwriting, Life Insurance, Strategic Financial..., Fixed Annuities, Investments, Employee Benefits, Property & Casualty...
Education
DePaul University 1991 — 1994
Bachelor of Commerce (B.Com.), Finance
Chizmark Larson Insurance Agency October 2006 - Present
Larson-Express 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Insurance, Disability Insurance, Sales, Finance, Health Insurance, Underwriting, Life Insurance, Strategic Financial..., Fixed Annuities, Investments, Employee Benefits, Property & Casualty...
Education
DePaul University 1991 — 1994
Bachelor of Commerce (B.Com.), Finance
Andrea C Stefan's Merrill Lynch Experience April 2007 - September 2007
Job Student at DePaul University
Industry Financial Services
Experience
Harbor Capital Advisors January 2008 - May 2008
Merrill Lynch April 2007 - September 2007
Education
DePaul University 2012 — 2013
Finance
Harbor Capital Advisors January 2008 - May 2008
Merrill Lynch April 2007 - September 2007
Education
DePaul University 2012 — 2013
Finance
Katie Schultz's Merrill Lynch Experience July 2007 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 65, Series 63, Equities, Portfolio Management, Alternative Investments, Fixed Income, Investment Management, Finance
Education
Denison University 2003 — 2007
BA, Economics
Merrill Lynch July 2007 - Present
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 65, Series 63, Equities, Portfolio Management, Alternative Investments, Fixed Income, Investment Management, Finance
Education
Denison University 2003 — 2007
BA, Economics
Cynthia Bomhardt's Merrill Lynch Experience 1991 - 1999
Job Principal at Columbia Consulting Group
Industry Management Consulting
Experience
Columbia Consulting Group 2004 - Present
Columbia Consulting Group 1995 - 2004
Merrill Lynch 1991 - 1999
Education
Denison University
BA, Economics
University of Baltimore
MBA, Marketing
Columbia Consulting Group 2004 - Present
Columbia Consulting Group 1995 - 2004
Merrill Lynch 1991 - 1999
Education
Denison University
BA, Economics
University of Baltimore
MBA, Marketing
Joseph Powaga's Merrill Lynch Experience 1995 - 1997
Job Director of Underwriting at Opportunity Fund
Industry Financial Services
Experience
Opportunity Fund May 2014 - Present
PayNet, Inc. April 2013 - May 2014
Funding Circle USA October 2012 - April 2013
Moody's Analytics June 2008 - September 2012
GE Capital 2003 - 2008
Rabobank International 2000 - 2003
Sumitomo Mitsui Banking Corporation 1997 - 2000
Merrill Lynch 1995 - 1997
Financial Federal Credit Inc. 1994 - 1995
Skills
Credit Risk, Portfolio Management, Credit, Financial Modeling, Financial Risk, Commercial Banking, Credit Analysis, Financial Analysis, Banking, Business Relationship..., Loans, Account Management, Due Diligence, Commercial Real Estate..., Analytics, Relationship Management, Executive Management, Leveraged Finance, Financial Services, Capital Markets, Equities, Commercial Lending, Financial Markets, Enterprise Risk..., Direct Sales, Management, Mergers & Acquisitions, Trade Finance, Small Business Lending, Underwriting, Six Sigma, Start-ups, Team Leadership, Asset Based Lending, SaaS, Stress Testing, Fixed Income, Basel II, Commercial Real Estate..., New Business Development, Software Industry, International Sales, Consulting, Employee Training, Predictive Analytics, Commercial Mortgages, Agribusiness, Agricultural Lending, CRM, Salesforce.com
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
DePaul University 1990 — 1994
Bachelors of Science, Finance
Opportunity Fund May 2014 - Present
PayNet, Inc. April 2013 - May 2014
Funding Circle USA October 2012 - April 2013
Moody's Analytics June 2008 - September 2012
GE Capital 2003 - 2008
Rabobank International 2000 - 2003
Sumitomo Mitsui Banking Corporation 1997 - 2000
Merrill Lynch 1995 - 1997
Financial Federal Credit Inc. 1994 - 1995
Skills
Credit Risk, Portfolio Management, Credit, Financial Modeling, Financial Risk, Commercial Banking, Credit Analysis, Financial Analysis, Banking, Business Relationship..., Loans, Account Management, Due Diligence, Commercial Real Estate..., Analytics, Relationship Management, Executive Management, Leveraged Finance, Financial Services, Capital Markets, Equities, Commercial Lending, Financial Markets, Enterprise Risk..., Direct Sales, Management, Mergers & Acquisitions, Trade Finance, Small Business Lending, Underwriting, Six Sigma, Start-ups, Team Leadership, Asset Based Lending, SaaS, Stress Testing, Fixed Income, Basel II, Commercial Real Estate..., New Business Development, Software Industry, International Sales, Consulting, Employee Training, Predictive Analytics, Commercial Mortgages, Agribusiness, Agricultural Lending, CRM, Salesforce.com
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
DePaul University 1990 — 1994
Bachelors of Science, Finance
Pankaj Gujral's Merrill Lynch Experience May 1998 - July 1998
Job Legal Consultant at Tregin Solutions Inc.
Industry Legal Services
Experience
Tregin Solutions Inc. September 2013 - Present
Huron Consulting Group March 2007 - August 2013
FTI Consulting, Inc August 2005 - March 2007
Aon Hewitt September 1999 - July 2005
Merrill Lynch May 1998 - July 1998
Skills
Matter Management and..., TeamConnect Matter..., CT Tymetrix T360 Matter..., Upside Contracts..., Crystal Reports, Microsoft Access, Oracle database, XML, Microsoft Suites, SQL, Business Objects
Education
Denison University 1996 — 1999
Tregin Solutions Inc. September 2013 - Present
Huron Consulting Group March 2007 - August 2013
FTI Consulting, Inc August 2005 - March 2007
Aon Hewitt September 1999 - July 2005
Merrill Lynch May 1998 - July 1998
Skills
Matter Management and..., TeamConnect Matter..., CT Tymetrix T360 Matter..., Upside Contracts..., Crystal Reports, Microsoft Access, Oracle database, XML, Microsoft Suites, SQL, Business Objects
Education
Denison University 1996 — 1999
Allison Attfield's Merrill Lynch Experience November 2006 - January 2007
Job Producer at R\GA
Industry Marketing and Advertising
Experience
R/GA September 2015 - Present
DDB California December 2014 - September 2015
AKQA January 2011 - December 2014
Euro RSCG March 2007 - December 2010
Merrill Lynch November 2006 - January 2007
Skills
Integrated Marketing, Digital Marketing, Interactive Marketing, Digital Strategy, Interactive Advertising, Creative Strategy, Account Management, Online Advertising, Digital Media, Advertising, Media Planning
Education
DePaul University 2004 — 2008
2008, Marketing
R/GA September 2015 - Present
DDB California December 2014 - September 2015
AKQA January 2011 - December 2014
Euro RSCG March 2007 - December 2010
Merrill Lynch November 2006 - January 2007
Skills
Integrated Marketing, Digital Marketing, Interactive Marketing, Digital Strategy, Interactive Advertising, Creative Strategy, Account Management, Online Advertising, Digital Media, Advertising, Media Planning
Education
DePaul University 2004 — 2008
2008, Marketing
Jane Hardin Mohme's Merrill Lynch Experience 1997 - 2000
Job Vice President at Southwest Bank
Industry Banking
Experience
Southwest Bank June 2007 - Present
Midwest BankCentre March 2004 - May 2007
Bank of America 2000 - 2002
Merrill Lynch 1997 - 2000
Education
Washington University in St. Louis 1985 — 1988
B.S., Psychology
Denison University 1983 — 1985
N/A, Undergaduate studies
Southwest Bank June 2007 - Present
Midwest BankCentre March 2004 - May 2007
Bank of America 2000 - 2002
Merrill Lynch 1997 - 2000
Education
Washington University in St. Louis 1985 — 1988
B.S., Psychology
Denison University 1983 — 1985
N/A, Undergaduate studies
Atif Rafi, MSF, CFE, CRISC, CICA's Merrill Lynch Experience March 2005 - June 2005
Job Credit Risk Specialist and National Bank Examiner at the Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency December 2014 - Present
Office of the Comptroller of the Currency July 2011 - Present
Office of the Comptroller of the Currency April 2010 - Present
Office of the Comptroller of the Currency June 2006 - April 2010
Office of the Comptroller of the Currency June 2005 - June 2006
Merrill Lynch March 2005 - June 2005
J & L Oil Incorporation August 2002 - August 2004
Skills
Credit Risk, Credit Analysis, Problem Solving, Risk Management, Enterprise Risk..., Risk Assessment, Interest Rate Risk..., Liquidity Management, Liquidity Risk, Credit Derivatives, Capital Management, Capital Markets, Loan Documentation, Loan Structuring, Creative Writing, Strategic Planning, Stress Testing, Loan Modification, Credit Scoring, Cash Flow, Information Security..., IT Audit, Internal Audit, Internal Controls, Construction Loans, Loan Origination, Risk Analysis, Risk Mitigation, Financial Analysis, Loans, Finance, Banking, Financial Risk, Portfolio Management, Regulations, OREO, Training, AML, Operational Risk, Auditing, Bank Secrecy Act, Analysis, ALM
Education
Loyola University of Chicago 2008 — 2011
Masters of Science, Finance - Risk Management and Derivatives
DePaul University 2002 — 2005
Bachelors of Science, Finance
The City School 1996 — 2001
O' Levels and A' Levels
Office of the Comptroller of the Currency December 2014 - Present
Office of the Comptroller of the Currency July 2011 - Present
Office of the Comptroller of the Currency April 2010 - Present
Office of the Comptroller of the Currency June 2006 - April 2010
Office of the Comptroller of the Currency June 2005 - June 2006
Merrill Lynch March 2005 - June 2005
J & L Oil Incorporation August 2002 - August 2004
Skills
Credit Risk, Credit Analysis, Problem Solving, Risk Management, Enterprise Risk..., Risk Assessment, Interest Rate Risk..., Liquidity Management, Liquidity Risk, Credit Derivatives, Capital Management, Capital Markets, Loan Documentation, Loan Structuring, Creative Writing, Strategic Planning, Stress Testing, Loan Modification, Credit Scoring, Cash Flow, Information Security..., IT Audit, Internal Audit, Internal Controls, Construction Loans, Loan Origination, Risk Analysis, Risk Mitigation, Financial Analysis, Loans, Finance, Banking, Financial Risk, Portfolio Management, Regulations, OREO, Training, AML, Operational Risk, Auditing, Bank Secrecy Act, Analysis, ALM
Education
Loyola University of Chicago 2008 — 2011
Masters of Science, Finance - Risk Management and Derivatives
DePaul University 2002 — 2005
Bachelors of Science, Finance
The City School 1996 — 2001
O' Levels and A' Levels
Sandra Alva's Merrill Lynch Experience June 2006 - August 2006
Job Sales Operations Manager
Industry Marketing and Advertising
Experience
Mosaic Sales Solutions February 2015 - Present
Leo Burnett September 2013 - February 2015
Leo Burnett May 2010 - August 2013
Enlace Chicago October 2008 - May 2010
Ativo Capital Management LLC April 2008 - August 2008
Salomon Smith Barney November 2006 - April 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Financial Modeling, Finance, Budgets, Strategic Planning, Accounting, Management, Microsoft Excel, Analysis, Forecasting, Cross Functional Team...
Education
DePaul University 2004 — 2009
Bachelor, Finance
Mosaic Sales Solutions February 2015 - Present
Leo Burnett September 2013 - February 2015
Leo Burnett May 2010 - August 2013
Enlace Chicago October 2008 - May 2010
Ativo Capital Management LLC April 2008 - August 2008
Salomon Smith Barney November 2006 - April 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Financial Modeling, Finance, Budgets, Strategic Planning, Accounting, Management, Microsoft Excel, Analysis, Forecasting, Cross Functional Team...
Education
DePaul University 2004 — 2009
Bachelor, Finance
B. Patricia Diaz's Merrill Lynch Experience April 2001 - April 2005
Job Specialist at Accenture
Industry Information Technology and Services
Experience
Accenture April 2005 - Present
Merrill Lynch April 2001 - April 2005
Skills
SAP, Business Analysis, Analysis, Business Intelligence, Project Management, Visual Web Developer, SQL, VB.NET, Team Management, Management, Business Process
Education
BS 1997 — 2001
Bachelor of Science (BS), Computer Science / Human Computer Interaction
DePaul University 1997 — 2001
Bachelor of Science, Computer and Information Sciences and Support Services
Accenture April 2005 - Present
Merrill Lynch April 2001 - April 2005
Skills
SAP, Business Analysis, Analysis, Business Intelligence, Project Management, Visual Web Developer, SQL, VB.NET, Team Management, Management, Business Process
Education
BS 1997 — 2001
Bachelor of Science (BS), Computer Science / Human Computer Interaction
DePaul University 1997 — 2001
Bachelor of Science, Computer and Information Sciences and Support Services
David J. Leist's Merrill Lynch Experience 2005 - June 2008
Job VP / Director of Corporate Hospitality Services and Vendor Management
Industry Facilities Services
Experience
Merrill Lynch 2005 - June 2008
Merrill Lynch 2004 - 2006
Merrill Lynch 2000 - 2004
Merrill Lynch 1996 - 2000
Education
DePaul University
BA, Liberal Arts & Science
Merrill Lynch 2005 - June 2008
Merrill Lynch 2004 - 2006
Merrill Lynch 2000 - 2004
Merrill Lynch 1996 - 2000
Education
DePaul University
BA, Liberal Arts & Science
Derek Peterson, CFP®, CRPS®'s Merrill Lynch Experience December 1991 - November 1994
Job Wealth Management Advisor and Retirement Plan Specialist at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2003 - Present
Robert W. Baird November 1994 - June 2003
Merrill Lynch December 1991 - November 1994
Education
Drake University 1990 — 1993
Bachelor of Science degree in Business Administration, Finance
DePaul University 2002 — 2003
Financial Planning Certificate Program
Northwestern Mutual June 2003 - Present
Robert W. Baird November 1994 - June 2003
Merrill Lynch December 1991 - November 1994
Education
Drake University 1990 — 1993
Bachelor of Science degree in Business Administration, Finance
DePaul University 2002 — 2003
Financial Planning Certificate Program
Tom Merkle's Merrill Lynch Experience February 2004 - Present
Job VP Global Electronic Trading at Bank of America Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2004 - Present
Stein Roe September 1992 - September 2002
Kemper Financial 1988 - 1992
Skills
Equity Trading, Electronic Trading, Securities, Hedge Funds, Fixed Income, Equities, Trading, Options, Series 7, Trading Systems, Bloomberg, Financial Modeling, Derivatives, Proprietary Trading, Financial Markets, FINRA, ETFs, Equity Derivatives, Series 63, Investments
Education
DePaul University
BS Finance, Finance, General
Merrill Lynch February 2004 - Present
Stein Roe September 1992 - September 2002
Kemper Financial 1988 - 1992
Skills
Equity Trading, Electronic Trading, Securities, Hedge Funds, Fixed Income, Equities, Trading, Options, Series 7, Trading Systems, Bloomberg, Financial Modeling, Derivatives, Proprietary Trading, Financial Markets, FINRA, ETFs, Equity Derivatives, Series 63, Investments
Education
DePaul University
BS Finance, Finance, General
Cindy Wojnarowski's Merrill Lynch Experience July 2004 - Present
Job Telecom Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2004 - Present
ABN AMRO Bank N.V. 1999 - 2004
ING 1995 - 1999
Rosenthal Collins Group 1992 - 1995
Skills
Telecommunications, Data Center, Management, Governance, Infrastructure
Education
DePaul University 2006 — 2010
MS, Information Systems
DePaul University 1999 — 2003
BS, Information Systems
Merrill Lynch July 2004 - Present
ABN AMRO Bank N.V. 1999 - 2004
ING 1995 - 1999
Rosenthal Collins Group 1992 - 1995
Skills
Telecommunications, Data Center, Management, Governance, Infrastructure
Education
DePaul University 2006 — 2010
MS, Information Systems
DePaul University 1999 — 2003
BS, Information Systems
Kevin M. Hart Jr.'s Merrill Lynch Experience April 2002 - September 2006
Job Senior Relationship Manager
Industry Financial Services
Experience
Equinox Fund Management, LLC March 2012 - Present
Equinox Fund Management, LLC March 2011 - August 2012
ING Investment Management July 2010 - March 2011
The Big Wind, LLC May 2009 - July 2010
LPL Financial August 2008 - May 2009
Bank Finanical Services October 2006 - August 2008
Merrill Lynch April 2002 - September 2006
Janney Montgomery Scott September 2000 - April 2002
Education
Denison University 1996 — 2000
Communication, Sociology, Economics
Equinox Fund Management, LLC March 2012 - Present
Equinox Fund Management, LLC March 2011 - August 2012
ING Investment Management July 2010 - March 2011
The Big Wind, LLC May 2009 - July 2010
LPL Financial August 2008 - May 2009
Bank Finanical Services October 2006 - August 2008
Merrill Lynch April 2002 - September 2006
Janney Montgomery Scott September 2000 - April 2002
Education
Denison University 1996 — 2000
Communication, Sociology, Economics
Carolyn Thur, CFP®'s Merrill Lynch Experience January 1980 - September 1981
Job Senior Vice President Wealth Management, Wealth Advisor, Portfolio Manager
Industry Financial Services
Experience
UBS 1993 - Present
Lehman Brothers September 1981 - December 1993
Merrill Lynch January 1980 - September 1981
Merrill Lynch September 1978 - December 1979
Skills
Structured Products, Wealth Management, Finance, Credit, Wealth Management..., Securities, Fixed Annuities, Trust Services, Asset Managment, Capital Markets, Fixed Income, Investment Strategies, ETFs, Series 7, Retirement, Uniform Combined State..., Hedge Funds, Bonds, Investment Management, Portfolio Management, Strategic Financial..., Investments, Municipal Bonds, Retirement Planning, Series 63, Series 65, Certified Financial..., Investment Advisory, Series 24, Separately Managed..., Banking, Management Consulting, FINRA, Alternative Investments, High Net Worth..., Marketing, Mutual Funds, Equities, Investment Banking, Asset Allocation
Education
DePaul University
Certified Financial Planner, CFP
University of Illinois at Chicago
CPA
University of Michigan 1974 — 1975
Bachelor of Business Administration (BBA), Accounting
UBS 1993 - Present
Lehman Brothers September 1981 - December 1993
Merrill Lynch January 1980 - September 1981
Merrill Lynch September 1978 - December 1979
Skills
Structured Products, Wealth Management, Finance, Credit, Wealth Management..., Securities, Fixed Annuities, Trust Services, Asset Managment, Capital Markets, Fixed Income, Investment Strategies, ETFs, Series 7, Retirement, Uniform Combined State..., Hedge Funds, Bonds, Investment Management, Portfolio Management, Strategic Financial..., Investments, Municipal Bonds, Retirement Planning, Series 63, Series 65, Certified Financial..., Investment Advisory, Series 24, Separately Managed..., Banking, Management Consulting, FINRA, Alternative Investments, High Net Worth..., Marketing, Mutual Funds, Equities, Investment Banking, Asset Allocation
Education
DePaul University
Certified Financial Planner, CFP
University of Illinois at Chicago
CPA
University of Michigan 1974 — 1975
Bachelor of Business Administration (BBA), Accounting
Libby Whittaker's Merrill Lynch Experience Vice President-Senior Financial AnalystThe Liebman Group-Merrill LynchJune 2013 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch Vice President-Senior Financial AnalystThe Liebman Group-Merrill LynchJune 2013 - Present
Prudential Securities 1999 - 2005
Education
Denison University 1972 — 1974
BA, French
Merrill Lynch Vice President-Senior Financial AnalystThe Liebman Group-Merrill LynchJune 2013 - Present
Prudential Securities 1999 - 2005
Education
Denison University 1972 — 1974
BA, French
Peter Glenn's Merrill Lynch Experience 1988 - 2005
Job at Landmark Residential
Industry Financial Services
Experience
Landmark Residential November 2009 - Present
Merrill Lynch 1988 - 2005
Merrill Lynch 1983 - 1987
Mellon Bank 1979 - 1983
Skills
Alternative Investments, Securities, Fixed Income, Series 7, Investments, Investment Banking, Trading, Financial Services, Finance, Banking, Structured Finance, Financial Risk, Bloomberg
Education
Thunderbird School of Global Management 1976 — 1977
Master of International Management, International Business, French, World Politics
Denison University 1972 — 1976
BA, Political Science
Landmark Residential November 2009 - Present
Merrill Lynch 1988 - 2005
Merrill Lynch 1983 - 1987
Mellon Bank 1979 - 1983
Skills
Alternative Investments, Securities, Fixed Income, Series 7, Investments, Investment Banking, Trading, Financial Services, Finance, Banking, Structured Finance, Financial Risk, Bloomberg
Education
Thunderbird School of Global Management 1976 — 1977
Master of International Management, International Business, French, World Politics
Denison University 1972 — 1976
BA, Political Science
Alexy Kaplun's Merrill Lynch Experience June 2008 - June 2012
Job Transforming Dreams Into Reality Advanced Technology Solutions Partner
Industry Information Technology and Services
Experience
Inavante June 2012 - Present
Merrill Lynch June 2008 - June 2012
Inavante 2007 - 2008
Skills
Fixed Income, Investment Banking, Valuation, Capital Markets, Financial Modeling, Financial Analysis, Investments, Wealth Management, Business Development, Salesforce.com, Retirement Planning, Portfolio Management, International Sales, HR Consulting, Software Consulting, Offshore Software..., Offshore Outsourcing, Software Development, Software Project..., Cloud Computing, Cloud Consulting, Virtualization, Sales, Management, Trading, Strategy, CRM, Leadership, Start-ups, Recruiting, Executive Management, Consulting
Education
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
DePaul University 2003 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
St. Ignatuis College Prep 2000 — 2003
Adali E. Stevenson High School 1999 — 2000
Inavante June 2012 - Present
Merrill Lynch June 2008 - June 2012
Inavante 2007 - 2008
Skills
Fixed Income, Investment Banking, Valuation, Capital Markets, Financial Modeling, Financial Analysis, Investments, Wealth Management, Business Development, Salesforce.com, Retirement Planning, Portfolio Management, International Sales, HR Consulting, Software Consulting, Offshore Software..., Offshore Outsourcing, Software Development, Software Project..., Cloud Computing, Cloud Consulting, Virtualization, Sales, Management, Trading, Strategy, CRM, Leadership, Start-ups, Recruiting, Executive Management, Consulting
Education
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
DePaul University 2003 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
St. Ignatuis College Prep 2000 — 2003
Adali E. Stevenson High School 1999 — 2000
Lowell Jacobson, CFA's Merrill Lynch Experience October 2007 - July 2009
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2011 - Present
Oppenheimer & Co. June 2010 - August 2010
Merrill Lynch October 2007 - July 2009
Derivatives Consulting Group August 2007 - July 2009
CIBC World Markets April 2006 - August 2007
Ford Marrin Esposito Witmeyer & Gleser January 2005 - April 2006
Skills
Disaster Recovery, Financial Services, Fixed Income, Investment Banking, Financial Analysis, Market Analysis, Loans, Credit Derivatives, Leveraged Finance, Bonds, Financial Structuring, Credit, Derivatives, Finance, Capital Markets, Financial Modeling, Management, Portfolio Management, Trading, Due Diligence
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Fordham University 2002 — 2004
BS, Biology
Denison University 2000 — 2002
The Hackley School 1996 — 2000
High School Diploma
Wells Fargo Securities July 2011 - Present
Oppenheimer & Co. June 2010 - August 2010
Merrill Lynch October 2007 - July 2009
Derivatives Consulting Group August 2007 - July 2009
CIBC World Markets April 2006 - August 2007
Ford Marrin Esposito Witmeyer & Gleser January 2005 - April 2006
Skills
Disaster Recovery, Financial Services, Fixed Income, Investment Banking, Financial Analysis, Market Analysis, Loans, Credit Derivatives, Leveraged Finance, Bonds, Financial Structuring, Credit, Derivatives, Finance, Capital Markets, Financial Modeling, Management, Portfolio Management, Trading, Due Diligence
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Fordham University 2002 — 2004
BS, Biology
Denison University 2000 — 2002
The Hackley School 1996 — 2000
High School Diploma
Cory Easter's Merrill Lynch Experience July 2002 - March 2005
Job Vice President Asset Management Distribution at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial March 2005 - June 2009
Merrill Lynch July 2002 - March 2005
Chemical Bank December 1988 - December 1998
Skills
Asset Management..., Chief Investment Officer, Mutual Funds, Asset Management, Due Diligence, Investments, Alternative Investments, Portfolio Management, Derivatives, Series 7, Strategy, Hedge Funds, Asset Allocation, Chartered Alternative..., Product Management, Operational Due..., Product Development, Emerging Managers, Asset Management..., Asset Management..., Third Party Sales
Education
Denison University 1978 — 1983
BA, Economics, Film (Double Major)
Princeton High School 1973 — 1978
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial March 2005 - June 2009
Merrill Lynch July 2002 - March 2005
Chemical Bank December 1988 - December 1998
Skills
Asset Management..., Chief Investment Officer, Mutual Funds, Asset Management, Due Diligence, Investments, Alternative Investments, Portfolio Management, Derivatives, Series 7, Strategy, Hedge Funds, Asset Allocation, Chartered Alternative..., Product Management, Operational Due..., Product Development, Emerging Managers, Asset Management..., Asset Management..., Third Party Sales
Education
Denison University 1978 — 1983
BA, Economics, Film (Double Major)
Princeton High School 1973 — 1978
Robert Zavell's Merrill Lynch Experience August 2000 - January 2009
Job Head of Equity Derivatives Trading at JonesTrading
Industry Capital Markets
Experience
JonesTrading April 2010 - Present
Link Derivatives March 2009 - March 2010
Merrill Lynch August 2000 - January 2009
Merrill Lynch May 1995 - August 2000
Skills
Equity Derivatives, Equities, Derivatives, Hedge Funds, Options, Trading, Equity Trading, Electronic Trading, Financial Markets, Fixed Income, Series 7, Structured Products, Bloomberg, Capital Markets, Trading Systems
Education
Denison University 1991 — 1995
JonesTrading April 2010 - Present
Link Derivatives March 2009 - March 2010
Merrill Lynch August 2000 - January 2009
Merrill Lynch May 1995 - August 2000
Skills
Equity Derivatives, Equities, Derivatives, Hedge Funds, Options, Trading, Equity Trading, Electronic Trading, Financial Markets, Fixed Income, Series 7, Structured Products, Bloomberg, Capital Markets, Trading Systems
Education
Denison University 1991 — 1995
Lalrinpari Sailo's Merrill Lynch Experience June 2009 - July 2009
Job Evaluation Analyst at Independent Evaluation Group
Industry International Trade and Development
Experience
Independent Evaluation Group September 2015 - Present
The World Bank February 2011 - Present
The World Bank July 2010 - January 2011
The World Bank August 2009 - June 2010
Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - July 2008
HSBC June 2007 - July 2007
Skills
Economics, Financial Analysis, Research, Non-profits, Data Analysis, Analysis, Nonprofits, Policy Analysis, Stata, Microsoft Office, International Relations, Risk Management, Political Science, International...
Education
The Johns Hopkins University 2012 — 2014
Master of Science (MS), Applied Economics
Denison University 2005 — 2009
Bachelor's, Economics with Mathematics
Kodaikanal International School 2003 — 2005
International Baccalaureate
Independent Evaluation Group September 2015 - Present
The World Bank February 2011 - Present
The World Bank July 2010 - January 2011
The World Bank August 2009 - June 2010
Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - July 2008
HSBC June 2007 - July 2007
Skills
Economics, Financial Analysis, Research, Non-profits, Data Analysis, Analysis, Nonprofits, Policy Analysis, Stata, Microsoft Office, International Relations, Risk Management, Political Science, International...
Education
The Johns Hopkins University 2012 — 2014
Master of Science (MS), Applied Economics
Denison University 2005 — 2009
Bachelor's, Economics with Mathematics
Kodaikanal International School 2003 — 2005
International Baccalaureate
Daniel De Los Rios's Merrill Lynch Experience July 2012 - August 2013
Job Investor Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Merrill Lynch July 2012 - August 2013
J.P. Morgan July 2010 - July 2012
JPMorgan May 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Education
DePaul University 2006 — 2010
Palmer Trinity School 1999 — 2006
Colegio Anglo Colombiano 1992 — 1999
Other
J.P. Morgan September 2013 - Present
Merrill Lynch July 2012 - August 2013
J.P. Morgan July 2010 - July 2012
JPMorgan May 2009 - March 2010
Merrill Lynch June 2008 - August 2008
Education
DePaul University 2006 — 2010
Palmer Trinity School 1999 — 2006
Colegio Anglo Colombiano 1992 — 1999
Other
Mehul Dhadankar's Merrill Lynch Experience January 2009 - Present
Job VP, Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Bank of America April 2008 - Present
LaSalle Bank October 1998 - April 2008
Education
DePaul University
BSC, Finance
Merrill Lynch January 2009 - Present
Bank of America April 2008 - Present
LaSalle Bank October 1998 - April 2008
Education
DePaul University
BSC, Finance
Jefferey Dagbo's Merrill Lynch Experience January 2010 - March 2010
Job Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Gentry Financial Corporation January 2011 - June 2011
DBRS September 2010 - December 2010
UBS March 2010 - June 2010
Merrill Lynch January 2010 - March 2010
Skills
Finance, Asset Management, Venture Capital, Strategy, Banking, Financial Services, Mentoring, Trading, Financial Markets, Entrepreneurship, Financial Advisory, Economics, Structured Finance, Business Strategy
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Gentry Financial Corporation January 2011 - June 2011
DBRS September 2010 - December 2010
UBS March 2010 - June 2010
Merrill Lynch January 2010 - March 2010
Skills
Finance, Asset Management, Venture Capital, Strategy, Banking, Financial Services, Mentoring, Trading, Financial Markets, Entrepreneurship, Financial Advisory, Economics, Structured Finance, Business Strategy
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance
Chris Cuvinan's Merrill Lynch Experience August 2013 - Present
Job Vice President Structured Credit Specialist
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch July 2010 - August 2013
Skills
Financial Analysis, Credit Analysis, Credit, Sales, Pipelines, Bloomberg, Accounting, Hedge Funds, Finance, Portfolio Management, Sales Management, Financial Modeling, Analysis, Investments, Capital Markets, Microsoft Office, Microsoft Excel
Education
DePaul University 2006 — 2010
Bachelor of Science, Finance
Merrill Lynch August 2013 - Present
Merrill Lynch July 2010 - August 2013
Skills
Financial Analysis, Credit Analysis, Credit, Sales, Pipelines, Bloomberg, Accounting, Hedge Funds, Finance, Portfolio Management, Sales Management, Financial Modeling, Analysis, Investments, Capital Markets, Microsoft Office, Microsoft Excel
Education
DePaul University 2006 — 2010
Bachelor of Science, Finance
Casey Webb's Merrill Lynch Experience July 2007 - June 2010
Job Manager at Huron Transaction Advisory LLC
Industry Financial Services
Experience
Huron Transaction Advisory LLC April 2014 - Present
Huron Consulting Group December 2013 - Present
Huron Consulting Group December 2011 - November 2013
Huron Consulting Group July 2010 - December 2011
Merrill Lynch July 2007 - June 2010
DePaul University June 2009 - March 2010
Revolution Environmental June 2009 - August 2009
Skills
Business Valuation, Transaction Advisory..., Return on Investment..., Healthcare Consulting, Financial Analysis, Financial Modeling, Investments, Asset Management, Acquisitions, Analysis, Divestitures, Investment Banking, Process Improvement, Management Consulting
Education
DePaul University 2006 — 2010
Bachelors of Science in Commerce, Major: Finance (Honors Cohort), Minors: Accounting and Economics, 3.99
Munster High School 2002 — 2006
Huron Transaction Advisory LLC April 2014 - Present
Huron Consulting Group December 2013 - Present
Huron Consulting Group December 2011 - November 2013
Huron Consulting Group July 2010 - December 2011
Merrill Lynch July 2007 - June 2010
DePaul University June 2009 - March 2010
Revolution Environmental June 2009 - August 2009
Skills
Business Valuation, Transaction Advisory..., Return on Investment..., Healthcare Consulting, Financial Analysis, Financial Modeling, Investments, Asset Management, Acquisitions, Analysis, Divestitures, Investment Banking, Process Improvement, Management Consulting
Education
DePaul University 2006 — 2010
Bachelors of Science in Commerce, Major: Finance (Honors Cohort), Minors: Accounting and Economics, 3.99
Munster High School 2002 — 2006
Marcelis Shaw's Merrill Lynch Experience 2011 - June 2011
Job Quantitative Analyst (Investment Risk) at Northern Trust Asset Management
Industry Investment Banking
Experience
Northern Trust Corporation September 2014 - Present
Northern Trust August 2013 - September 2014
Morgan Stanley Smith Barney September 2011 - September 2012
Cheevers & Company, Inc. May 2012 - August 2012
MDI Investments March 2012 - June 2012
Merrill Lynch 2011 - June 2011
Cytrade Financial March 2010 - September 2010
Skills
Financial Analysis, Financial Modeling, Fixed Income, DCF, Investments, Risk Management, Equity Valuation, Bloomberg, Quantitative Research, SAS, Equities, FactSet, Fixed Income Analysis, Municipal Bonds
Education
DePaul University 2009 — 2013
Bachelor of Science in Commerce, Finance
DePaul University 2009 — 2013
Bachelor of Science, Commerce-Finance
Northern Trust Corporation September 2014 - Present
Northern Trust August 2013 - September 2014
Morgan Stanley Smith Barney September 2011 - September 2012
Cheevers & Company, Inc. May 2012 - August 2012
MDI Investments March 2012 - June 2012
Merrill Lynch 2011 - June 2011
Cytrade Financial March 2010 - September 2010
Skills
Financial Analysis, Financial Modeling, Fixed Income, DCF, Investments, Risk Management, Equity Valuation, Bloomberg, Quantitative Research, SAS, Equities, FactSet, Fixed Income Analysis, Municipal Bonds
Education
DePaul University 2009 — 2013
Bachelor of Science in Commerce, Finance
DePaul University 2009 — 2013
Bachelor of Science, Commerce-Finance
Antanas (TON) Shurna's Merrill Lynch Experience 2004 - 2009
Job CubeAlloys
Industry Mining & Metals
Experience
Bighorn Capital LLC SalesCube AlloysNovember 2014 - Present
Garwood Securities July 2011 - June 2012
Chicago Capital Markets LLC June 2009 - June 2011
Merrill Lynch 2004 - 2009
ABN AMRO Bank N.V. 1995 - 2004
Skills
Equities, Risk Management, Derivatives, Investments, Trading, Securities, Portfolio Management, Series 7, Options, Financial Markets, Customer Service, Trading Systems, Capital Markets, Fixed Income, Microsoft Office
Education
DePaul University
Bighorn Capital LLC SalesCube AlloysNovember 2014 - Present
Garwood Securities July 2011 - June 2012
Chicago Capital Markets LLC June 2009 - June 2011
Merrill Lynch 2004 - 2009
ABN AMRO Bank N.V. 1995 - 2004
Skills
Equities, Risk Management, Derivatives, Investments, Trading, Securities, Portfolio Management, Series 7, Options, Financial Markets, Customer Service, Trading Systems, Capital Markets, Fixed Income, Microsoft Office
Education
DePaul University
Alberta Wilson's Merrill Lynch Experience March 2000 - April 2008
Job REO Administrator ll, The PrivateBank & Trust Co.
Industry Banking
Experience
The PrivateBank & Trust Co. 2015 - Present
The Private Bank And Trust Company October 2008 - July 2015
Merrill Lynch March 2000 - April 2008
Education
DePaul University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
The PrivateBank & Trust Co. 2015 - Present
The Private Bank And Trust Company October 2008 - July 2015
Merrill Lynch March 2000 - April 2008
Education
DePaul University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Susan Kooy Barkwell's Merrill Lynch Experience 2007 - 2008
Job Office Manager Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif 2013 - Present
W.J. Bradley 2012 - 2013
RPI, Inc - Financial Life Planners 2008 - 2011
Merrill Lynch 2007 - 2008
Lowe Enterprises 2004 - 2007
Inland Empire Investment Associates 2002 - 2004
Hull Trading Company 1991 - 2000
Skills
Leadership, Project Management, Office Management, Event Planning, Team Leadership, Accounting, Financial Analysis, Strategic Planning, Investment..., Sales Administration, Salesforce.com, Goldmine, Financial Profiles..., Marketing Strategy, Database Administration, Operations Management, Redtail Technology, Facilities Management
Education
DePaul University
Bachelor of Science (B.S.), Finance
FINRA 1999 — 2006
Series 7 Securities License
Money Matters with Ken Moraif 2013 - Present
W.J. Bradley 2012 - 2013
RPI, Inc - Financial Life Planners 2008 - 2011
Merrill Lynch 2007 - 2008
Lowe Enterprises 2004 - 2007
Inland Empire Investment Associates 2002 - 2004
Hull Trading Company 1991 - 2000
Skills
Leadership, Project Management, Office Management, Event Planning, Team Leadership, Accounting, Financial Analysis, Strategic Planning, Investment..., Sales Administration, Salesforce.com, Goldmine, Financial Profiles..., Marketing Strategy, Database Administration, Operations Management, Redtail Technology, Facilities Management
Education
DePaul University
Bachelor of Science (B.S.), Finance
FINRA 1999 — 2006
Series 7 Securities License
Lynne Caldwell's Merrill Lynch Experience 1996 - 2002
Job Investment Banking Professional
Industry Investment Banking
Experience
Altrinsic Global Advisors 2002 - 2004
Merrill Lynch 1996 - 2002
PaineWebber 1993 - 1996
Education
Denison University 1989 — 1993
Bachelor's degree, Economic and French
The London School of Economics and Political Science (LSE) 1991 — 1991
Academic Semester Abroad, Economics
Altrinsic Global Advisors 2002 - 2004
Merrill Lynch 1996 - 2002
PaineWebber 1993 - 1996
Education
Denison University 1989 — 1993
Bachelor's degree, Economic and French
The London School of Economics and Political Science (LSE) 1991 — 1991
Academic Semester Abroad, Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank