Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Elena Katz Elena Katz's Merrill Lynch Experience February 2011 - November 2013
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Elena Katz January 2006 - Present
Nuveen Investments November 2013 - July 2014
Merrill Lynch February 2011 - November 2013
UBS Wealth Management June 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - March 2010
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Closed-end Funds, ETFs, Separately Managed..., Unit Investment Trusts, Sales, Social Media, Cold Calling, Municipal Bonds, Fixed Income
Education
DePaul University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Loyola Academy
Nuveen Investments August 2014 - Present
Elena Katz January 2006 - Present
Nuveen Investments November 2013 - July 2014
Merrill Lynch February 2011 - November 2013
UBS Wealth Management June 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - March 2010
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Closed-end Funds, ETFs, Separately Managed..., Unit Investment Trusts, Sales, Social Media, Cold Calling, Municipal Bonds, Fixed Income
Education
DePaul University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Loyola Academy
Derek Weng's Merrill Lynch Experience January 2011 - June 2011
Job MBA Candidate at Chicago Booth
Industry Internet
Experience
Yihaodian September 2015 - September 2015
Walmart eCommerce June 2015 - August 2015
Weelio November 2014 - June 2015
Loopo June 2012 - May 2014
Morningstar January 2012 - August 2013
Goldwind USA September 2011 - January 2012
Merrill Lynch January 2011 - June 2011
Skills
Entrepreneurship, Start-ups, Data Analysis, Market Research, Leadership, Product Development, Team Building, Salesforce.com, Project Management, Operations Management, Strategic Negotiations, QuickBase, Business Strategy
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship, Operations Management, Strategic Management
Harris School of Public Policy at the University of Chicago 2013 — 2016
MPP, International Relations, Economic Theory
DePaul University 2009 — 2010
University of Shanghai for Science and Technology 2005 — 2009
Yihaodian September 2015 - September 2015
Walmart eCommerce June 2015 - August 2015
Weelio November 2014 - June 2015
Loopo June 2012 - May 2014
Morningstar January 2012 - August 2013
Goldwind USA September 2011 - January 2012
Merrill Lynch January 2011 - June 2011
Skills
Entrepreneurship, Start-ups, Data Analysis, Market Research, Leadership, Product Development, Team Building, Salesforce.com, Project Management, Operations Management, Strategic Negotiations, QuickBase, Business Strategy
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship, Operations Management, Strategic Management
Harris School of Public Policy at the University of Chicago 2013 — 2016
MPP, International Relations, Economic Theory
DePaul University 2009 — 2010
University of Shanghai for Science and Technology 2005 — 2009
Priya Dodia's Merrill Lynch Experience December 2014 - Present
Job Student at DePaul University
Industry
Experience
Merrill Lynch December 2014 - Present
jcpenney August 2009 - Present
Motorola Solutions July 2013 - January 2014
Skills
Leadership, Time Management, Financial Analysis, Microsoft Office, Employee Relations, Interviews, Performance Management, Retail, Employee Training, Management, Social Media, Data Analysis, Access, Event Planning
Education
DePaul University
Finance
Merrill Lynch December 2014 - Present
jcpenney August 2009 - Present
Motorola Solutions July 2013 - January 2014
Skills
Leadership, Time Management, Financial Analysis, Microsoft Office, Employee Relations, Interviews, Performance Management, Retail, Employee Training, Management, Social Media, Data Analysis, Access, Event Planning
Education
DePaul University
Finance
Michelle Sztuk Michelle Sztuk's Merrill Lynch Experience October 2012 - December 2012
Job Account Executive at SAP
Industry Computer Software
Experience
SuccessFactors January 2014 - Present
Merrill Lynch October 2012 - December 2012
Glancer Magazine September 2008 - June 2009
Skills
Sales, Social Networking, Social Media, Microsoft Excel, Research, Public Speaking, Teamwork, Enterprise Software, Organization, Social Media Marketing, PowerPoint, Financial Analysis, SaaS, Mac/PC proficient, Customer Service, Time Management, Phone Etiquette, Microsoft Office, Business Development, Cloud Computing, Fundraising, Public Relations, Data Analysis
Education
DePaul University
Bachelor's Degree, Finance, General
SuccessFactors January 2014 - Present
Merrill Lynch October 2012 - December 2012
Glancer Magazine September 2008 - June 2009
Skills
Sales, Social Networking, Social Media, Microsoft Excel, Research, Public Speaking, Teamwork, Enterprise Software, Organization, Social Media Marketing, PowerPoint, Financial Analysis, SaaS, Mac/PC proficient, Customer Service, Time Management, Phone Etiquette, Microsoft Office, Business Development, Cloud Computing, Fundraising, Public Relations, Data Analysis
Education
DePaul University
Bachelor's Degree, Finance, General
Lamar E. Berry, M.S. Lamar E. Berry, M.S.'s Merrill Lynch Experience November 2004 - June 2005
Job Regional Sales Manager TX, OK, AR at Hertz
Industry Leisure, Travel & Tourism
Experience
Hertz November 2014 - Present
Hertz November 2012 - Present
Texas Business Travelers Association 2010 - 2014
CIBT February 2011 - November 2012
L&K Berry Enterprises LLC February 2007 - February 2011
American Express February 2007 - February 2008
Carlson Wagon-Lit February 2006 - February 2007
Merrill Lynch November 2004 - June 2005
Delta Air Lines February 2002 - November 2004
Continental Airlines August 1986 - October 2001
Skills
Travel Management, Airlines, Account Management, Negotiation, Contract Negotiation, Sales Management, Strategic Planning, Business Travel, New Business Development, Team Building, Business Development, Sales, Marketing Strategy, Operations Management, Business Strategy, Customer Service, Leadership, Sales Process, Budgets, Forecasting, Six Sigma, Pricing, Customer Satisfaction, Process Improvement, B2B, Income Statement, Logistics, Management, Competitive Analysis, Strategy, Salesforce.com, Key Account Management, Business Planning, Selling, Direct Sales, International Sales, Customer Retention, Cross-functional Team..., Sales Operations, P&L Management, Strategic Partnerships, E-commerce, Team Leadership, Tourism, CRM, Lead Generation, Marketing, Cold Calling, Sales Presentations, Sourcing
Education
Northeastern University Boston, MA 2014 — 2015
Master's Degree
DePaul University 2001 — 2003
Bachelors
Humble
Hertz November 2014 - Present
Hertz November 2012 - Present
Texas Business Travelers Association 2010 - 2014
CIBT February 2011 - November 2012
L&K Berry Enterprises LLC February 2007 - February 2011
American Express February 2007 - February 2008
Carlson Wagon-Lit February 2006 - February 2007
Merrill Lynch November 2004 - June 2005
Delta Air Lines February 2002 - November 2004
Continental Airlines August 1986 - October 2001
Skills
Travel Management, Airlines, Account Management, Negotiation, Contract Negotiation, Sales Management, Strategic Planning, Business Travel, New Business Development, Team Building, Business Development, Sales, Marketing Strategy, Operations Management, Business Strategy, Customer Service, Leadership, Sales Process, Budgets, Forecasting, Six Sigma, Pricing, Customer Satisfaction, Process Improvement, B2B, Income Statement, Logistics, Management, Competitive Analysis, Strategy, Salesforce.com, Key Account Management, Business Planning, Selling, Direct Sales, International Sales, Customer Retention, Cross-functional Team..., Sales Operations, P&L Management, Strategic Partnerships, E-commerce, Team Leadership, Tourism, CRM, Lead Generation, Marketing, Cold Calling, Sales Presentations, Sourcing
Education
Northeastern University Boston, MA 2014 — 2015
Master's Degree
DePaul University 2001 — 2003
Bachelors
Humble
Joseph Hanko's Merrill Lynch Experience March 2010 - June 2010
Job Product Developer at FactSet
Industry Financial Services
Experience
FactSet June 2015 - Present
Northern Trust May 2013 - June 2015
Northern Trust May 2012 - May 2013
Northern Trust May 2011 - May 2012
Merrill Lynch March 2010 - June 2010
Skills
Eagle PACE, Microsoft Excel, Microsoft Word, Microsoft Office, FactSet, BlackRock Aladdin, Bloomberg, Fund Accounting, Financial Modeling, Sales
Education
DePaul University 2006 — 2010
Bachelor of Science, Economics, Finance
FactSet June 2015 - Present
Northern Trust May 2013 - June 2015
Northern Trust May 2012 - May 2013
Northern Trust May 2011 - May 2012
Merrill Lynch March 2010 - June 2010
Skills
Eagle PACE, Microsoft Excel, Microsoft Word, Microsoft Office, FactSet, BlackRock Aladdin, Bloomberg, Fund Accounting, Financial Modeling, Sales
Education
DePaul University 2006 — 2010
Bachelor of Science, Economics, Finance
Sam Goodpasture Sam Goodpasture's Merrill Lynch Experience June 2010 - August 2010
Job Associate Portfolio Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
Northern Trust Corporation April 2013 - May 2015
JP Morgan Chase August 2011 - March 2013
Merrill Lynch June 2010 - August 2010
Skills
FINRA Series 6 and 63..., Illinois Life Insurance..., Advanced skills:..., Series 63, Credit, Loans, Banking, Mortgage Lending, Investments, Mutual Funds, Portfolio Management, Financial Analysis, Retail Banking, Small Business Lending, Series 6, Hedge Funds, Private Equity, Estate Planning, Trust Services
Education
Indiana University Bloomington 2009 — 2011
Bachelor of Arts (B.A.), Economics
DePaul University 2006 — 2008
Northern Trust Corporation June 2015 - Present
Northern Trust Corporation April 2013 - May 2015
JP Morgan Chase August 2011 - March 2013
Merrill Lynch June 2010 - August 2010
Skills
FINRA Series 6 and 63..., Illinois Life Insurance..., Advanced skills:..., Series 63, Credit, Loans, Banking, Mortgage Lending, Investments, Mutual Funds, Portfolio Management, Financial Analysis, Retail Banking, Small Business Lending, Series 6, Hedge Funds, Private Equity, Estate Planning, Trust Services
Education
Indiana University Bloomington 2009 — 2011
Bachelor of Arts (B.A.), Economics
DePaul University 2006 — 2008
Matthew Hipskind Matthew Hipskind's Merrill Lynch Experience April 2013 - July 2013
Job Attended DePaul University
Industry Financial Services
Experience
Merrill Lynch April 2013 - July 2013
Education
DePaul University 2009 — 2013
Bachelor of Science (BS), Finance
Merrill Lynch April 2013 - July 2013
Education
DePaul University 2009 — 2013
Bachelor of Science (BS), Finance
Wonjae Sung's Merrill Lynch Experience January 2011 - April 2011
Job Accountant at Incapital
Industry Accounting
Experience
Incapital March 2013 - Present
Bob O Link Golf Club June 2006 - September 2011
Merrill Lynch January 2011 - April 2011
Skills
Financial Modeling, Financial Analysis, Finance, Teamwork, Bloomberg Terminal, Accounting, Financial Reporting, QuickBooks, Microsoft Excel, Financial Accounting, Strategic Financial..., Corporate Finance, Forecasting
Education
DePaul University 2008 — 2011
Accounting and Finance
Lawrence University 2007 — 2008
Incapital March 2013 - Present
Bob O Link Golf Club June 2006 - September 2011
Merrill Lynch January 2011 - April 2011
Skills
Financial Modeling, Financial Analysis, Finance, Teamwork, Bloomberg Terminal, Accounting, Financial Reporting, QuickBooks, Microsoft Excel, Financial Accounting, Strategic Financial..., Corporate Finance, Forecasting
Education
DePaul University 2008 — 2011
Accounting and Finance
Lawrence University 2007 — 2008
Matthew Wilke, CRPC® Matthew Wilke, CRPC®'s Merrill Lynch Experience July 2006 - July 2010
Job Internal Sales Consultant, Advisors Asset Management
Industry Financial Services
Experience
Advisors Asset Management, Inc. August 2013 - Present
Allianz Life July 2010 - August 2013
Merrill Lynch July 2006 - July 2010
GunnAllen Financial/National Securities October 2005 - July 2006
Adroc productions January 2004 - June 2005
Skills
Series 63, Series 7, Chartered Retirement..., Life & Health Insurance..., Retirement, Fixed Annuities, Investments, Financial Services, Variable Annuities, IRAs, Sales, Retirement Planning, FINRA, Securities, Financial Advisory, Mutual Funds, Strategic Financial...
Education
DePaul University 2001 — 2004
Bachelor of Science, Marketing
Adlai E Stevenson High School 1997 — 2001
Advisors Asset Management, Inc. August 2013 - Present
Allianz Life July 2010 - August 2013
Merrill Lynch July 2006 - July 2010
GunnAllen Financial/National Securities October 2005 - July 2006
Adroc productions January 2004 - June 2005
Skills
Series 63, Series 7, Chartered Retirement..., Life & Health Insurance..., Retirement, Fixed Annuities, Investments, Financial Services, Variable Annuities, IRAs, Sales, Retirement Planning, FINRA, Securities, Financial Advisory, Mutual Funds, Strategic Financial...
Education
DePaul University 2001 — 2004
Bachelor of Science, Marketing
Adlai E Stevenson High School 1997 — 2001
Jaleela Jawadi's Merrill Lynch Experience 2006 - 2007
Job Consultant at Ernst & Young
Industry Financial Services
Experience
Ernst & Young 2011 - 2012
Accenture 2007 - 2011
Wachovia, A Wells Fargo Company 2007 - 2007
Merrill Lynch 2006 - 2007
Ethel's Chocolate Lounge 2006 - 2007
Skills
Microsoft Excel, Financial Reporting, Strategic Financial..., Financial Analysis, Financial Modeling, Process Improvement, Cost Reduction Planning, Internal Controls, Transitioning, Offshore Management, Forecasting, Team-oriented, Variance Analysis, Financial Forecasting, Data Analysis, SAP BW, Event Planning, Budget, Strategic Planning
Education
DePaul University 2004 — 2008
Bachelor, Finance, Accounting
Ernst & Young 2011 - 2012
Accenture 2007 - 2011
Wachovia, A Wells Fargo Company 2007 - 2007
Merrill Lynch 2006 - 2007
Ethel's Chocolate Lounge 2006 - 2007
Skills
Microsoft Excel, Financial Reporting, Strategic Financial..., Financial Analysis, Financial Modeling, Process Improvement, Cost Reduction Planning, Internal Controls, Transitioning, Offshore Management, Forecasting, Team-oriented, Variance Analysis, Financial Forecasting, Data Analysis, SAP BW, Event Planning, Budget, Strategic Planning
Education
DePaul University 2004 — 2008
Bachelor, Finance, Accounting
gary cottrill's Merrill Lynch Experience 1997 - 1998
Job Consultant
Industry Financial Services
Experience
Self-employed 1998 - Present
Merrill Lynch 1997 - 1998
G. L. Cottrill & Company, Inc. 1980 - 1998
Education
DePaul University 1979 — 1980
Masters, Finance, General
West Virginia University 1974 — 1975
Masters, Public Administration
West Virginia University 1970 — 1974
Bachelors, Political Science and Government
Self-employed 1998 - Present
Merrill Lynch 1997 - 1998
G. L. Cottrill & Company, Inc. 1980 - 1998
Education
DePaul University 1979 — 1980
Masters, Finance, General
West Virginia University 1974 — 1975
Masters, Public Administration
West Virginia University 1970 — 1974
Bachelors, Political Science and Government
Karolina Beskur Karolina Beskur's Merrill Lynch Experience December 2009 - March 2010
Job Staff Accountant at Pasquesi Sheppard LLC
Industry Accounting
Experience
Pasquesi Sheppard LLC January 2012 - Present
DePaul University October 2010 - December 2011
Celergo LLC June 2011 - August 2011
Merrill Lynch December 2009 - March 2010
Skills
Accounting, Microsoft Excel, Auditing, Analysis, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Customer Service, Editing, Research, Financial Reporting, QuickBooks
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Masters of Taxation, Taxation
DePaul University 2008 — 2012
Bachelor of Science, Accounting and Economics
Pasquesi Sheppard LLC January 2012 - Present
DePaul University October 2010 - December 2011
Celergo LLC June 2011 - August 2011
Merrill Lynch December 2009 - March 2010
Skills
Accounting, Microsoft Excel, Auditing, Analysis, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Customer Service, Editing, Research, Financial Reporting, QuickBooks
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Masters of Taxation, Taxation
DePaul University 2008 — 2012
Bachelor of Science, Accounting and Economics
Samuel Thorne Samuel Thorne's Merrill Lynch Experience June 2015 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch June 2015 - Present
Deep Dish Lacrosse January 2013 - January 2014
Deep Dish Lacrosse January 2013 - 2014
Deutsche Bank October 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Leadership, Research, Teamwork, Financial Analysis
Education
DePaul University 2013 — 2016
Bachelor's Degree, Finance, General
Saint Albans School 2007 — 2011
High School
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch June 2015 - Present
Deep Dish Lacrosse January 2013 - January 2014
Deep Dish Lacrosse January 2013 - 2014
Deutsche Bank October 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Leadership, Research, Teamwork, Financial Analysis
Education
DePaul University 2013 — 2016
Bachelor's Degree, Finance, General
Saint Albans School 2007 — 2011
High School
Kevin Nill Kevin Nill's Merrill Lynch Experience June 2008 - August 2008
Job Account Manager at VML
Industry Marketing and Advertising
Experience
VML June 2014 - Present
VML January 2014 - June 2014
BiggsGilmore October 2012 - December 2013
BiggsGilmore June 2010 - October 2012
Western Michigan University May 2008 - May 2010
Home Builders Association September 2009 - December 2009
Merrill Lynch June 2008 - August 2008
DePaul University August 2007 - November 2007
Skills
Advertising, Management, Marketing, Social Media Marketing, Account Management, Digital Marketing, Integrated Marketing, Email Marketing, Media Planning, Digital Strategy, Mobile Marketing, Online Advertising, Interactive Marketing, Social Media
Education
Lee Honors College 2008 — 2010
Western Michigan University 2008 — 2010
Bachelor of Business Administration, Marketing
DePaul University 2006 — 2007
Finance
VML June 2014 - Present
VML January 2014 - June 2014
BiggsGilmore October 2012 - December 2013
BiggsGilmore June 2010 - October 2012
Western Michigan University May 2008 - May 2010
Home Builders Association September 2009 - December 2009
Merrill Lynch June 2008 - August 2008
DePaul University August 2007 - November 2007
Skills
Advertising, Management, Marketing, Social Media Marketing, Account Management, Digital Marketing, Integrated Marketing, Email Marketing, Media Planning, Digital Strategy, Mobile Marketing, Online Advertising, Interactive Marketing, Social Media
Education
Lee Honors College 2008 — 2010
Western Michigan University 2008 — 2010
Bachelor of Business Administration, Marketing
DePaul University 2006 — 2007
Finance
Arthur H. Renier III, CFP® Arthur H. Renier III, CFP®'s Merrill Lynch Experience October 1995 - January 2009
Job Financial Advisor | Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch October 1995 - January 2009
Skills
Investments, Financial Services, Financial Advisory, Retirement Planning, Financial Analysis, Strategic Planning, Fixed Income, Retirement, Asset Allocation, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
Master of Business Administration (MBA)
Drake University 1990 — 1994
Bachelor of Science (BS)
Weber HS
Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch October 1995 - January 2009
Skills
Investments, Financial Services, Financial Advisory, Retirement Planning, Financial Analysis, Strategic Planning, Fixed Income, Retirement, Asset Allocation, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
Master of Business Administration (MBA)
Drake University 1990 — 1994
Bachelor of Science (BS)
Weber HS
Tisha Dey's Merrill Lynch Experience September 2011 - November 2011
Job Financial Analyst at BMO Harris Capital Markets
Industry Banking
Experience
Pepsico August 2013 - September 2014
DePaul University September 2012 - June 2013
Merrill Lynch September 2011 - November 2011
JP Morgan Chase February 2006 - April 2008
Intelenet Global Services, Mumbai, India April 2003 - February 2006
Skills
Data Analysis, Portfolio Management, Analysis, Strategic Financial..., Asset Allocation, Financial Analysis, Microsoft Excel, Investments, Finance, Analytics, Microsoft Office, Leadership, Economics, Team Leadership, Financial Modeling, Valuation, Strategy, Risk Management, Accounting, CRM, Project Management, Management, Business Strategy, Marketing, Derivatives, Forecasting, Competitive Analysis, Business Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Financial Analysis and Investment Management
Kalina University, Mumbai, India 2003 — 2005
Master of Commerce (M.Com), Financial Management
Sydenham College of Commerce and Economics, Mumbai, India 2000 — 2003
Bachelor of Commerce (B.Com), International Trade
Pepsico August 2013 - September 2014
DePaul University September 2012 - June 2013
Merrill Lynch September 2011 - November 2011
JP Morgan Chase February 2006 - April 2008
Intelenet Global Services, Mumbai, India April 2003 - February 2006
Skills
Data Analysis, Portfolio Management, Analysis, Strategic Financial..., Asset Allocation, Financial Analysis, Microsoft Excel, Investments, Finance, Analytics, Microsoft Office, Leadership, Economics, Team Leadership, Financial Modeling, Valuation, Strategy, Risk Management, Accounting, CRM, Project Management, Management, Business Strategy, Marketing, Derivatives, Forecasting, Competitive Analysis, Business Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Financial Analysis and Investment Management
Kalina University, Mumbai, India 2003 — 2005
Master of Commerce (M.Com), Financial Management
Sydenham College of Commerce and Economics, Mumbai, India 2000 — 2003
Bachelor of Commerce (B.Com), International Trade
Max Friedenberg Max Friedenberg's Merrill Lynch Experience May 2008 - August 2008
Job Accountant at FGMK LLC.
Industry Accounting
Experience
FGMK, LLC September 2014 - Present
Interbank Mortgage Company August 2012 - June 2014
Israel Ministry of Finance August 2011 - July 2012
UBS June 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Economics, Financial Modeling, Social Networking, Data Analysis, Microsoft Excel, Financial Audits, US GAAP, Finance, Marketing, Capital Markets, PowerPoint
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Economics and Political Science
The University of Hong Kong 2010 — 2010
Exchange
DePaul University
Accounting
DePaul University
FGMK, LLC September 2014 - Present
Interbank Mortgage Company August 2012 - June 2014
Israel Ministry of Finance August 2011 - July 2012
UBS June 2010 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Economics, Financial Modeling, Social Networking, Data Analysis, Microsoft Excel, Financial Audits, US GAAP, Finance, Marketing, Capital Markets, PowerPoint
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelors, Economics and Political Science
The University of Hong Kong 2010 — 2010
Exchange
DePaul University
Accounting
DePaul University
Francisco Frausto Francisco Frausto's Merrill Lynch Experience March 2012 - June 2012
Job Financial Services Consultant at EY
Industry Financial Services
Experience
Ernst & Young September 2014 - Present
DePaul University Career Center August 2013 - Present
Ernst & Young June 2013 - August 2013
OfficeMax February 2010 - July 2013
DePaul University August 2011 - June 2013
Ernst & Young June 2012 - August 2012
Merrill Lynch March 2012 - June 2012
Skills
Program Management, Staff Development, Finance, Sales, Management, PowerPoint, Recruiting, Interviews, Leadership, Spanish, Microsoft Excel, Microsoft Word, Data Analysis, Time Management, Teamwork, Microsoft Power Point, Job Search Strategies, Resume & Cover Letter..., Microsoft Office
Education
DePaul University 2010 — 2014
Bachelor of Science in Business, Finance, Alumni
Ernst & Young September 2014 - Present
DePaul University Career Center August 2013 - Present
Ernst & Young June 2013 - August 2013
OfficeMax February 2010 - July 2013
DePaul University August 2011 - June 2013
Ernst & Young June 2012 - August 2012
Merrill Lynch March 2012 - June 2012
Skills
Program Management, Staff Development, Finance, Sales, Management, PowerPoint, Recruiting, Interviews, Leadership, Spanish, Microsoft Excel, Microsoft Word, Data Analysis, Time Management, Teamwork, Microsoft Power Point, Job Search Strategies, Resume & Cover Letter..., Microsoft Office
Education
DePaul University 2010 — 2014
Bachelor of Science in Business, Finance, Alumni
Riccardo Margaritelli's Merrill Lynch Experience June 2010 - March 2015
Job FA at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Merrill Lynch June 2010 - March 2015
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Options, Finance, Asset Allocation, Hedging, Risk Management, Investment Advisory, Mutual Funds, Investment Strategies, Technical Analysis, Retirement, Securities, Wealth Management..., Fixed Income, Financial Advisory, Financial Planning, Investment Management, Asset Management, Estate Planning, ETFs, IRAs, Bonds, Fixed Annuities, Trading Systems, Capital Markets, High Net Worth..., Currency, Derivatives, Financial Markets, Structured Products, Private Equity
Education
DePaul University 2007 — 2009
Bachelor of Science (BS), Finance
Florida International University 2005 — 2007
Chaminade Madonna College Prep 2001 — 2005
LPL Financial March 2015 - Present
Merrill Lynch June 2010 - March 2015
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Alternative Investments, Portfolio Management, Equities, Hedge Funds, Options, Finance, Asset Allocation, Hedging, Risk Management, Investment Advisory, Mutual Funds, Investment Strategies, Technical Analysis, Retirement, Securities, Wealth Management..., Fixed Income, Financial Advisory, Financial Planning, Investment Management, Asset Management, Estate Planning, ETFs, IRAs, Bonds, Fixed Annuities, Trading Systems, Capital Markets, High Net Worth..., Currency, Derivatives, Financial Markets, Structured Products, Private Equity
Education
DePaul University 2007 — 2009
Bachelor of Science (BS), Finance
Florida International University 2005 — 2007
Chaminade Madonna College Prep 2001 — 2005
Kairat Mavlyankulov's Merrill Lynch Experience June 2006 - September 2006
Job Chief Financial Officer at New Plan Learning, Inc
Industry Commercial Real Estate
Experience
New Plan Learning, Inc July 2010 - Present
Kyrgyz American Association June 2010 - Present
The Embassy of the Kyrgyz Republic to the USA and Canada September 2012 - December 2014
Chicago Global Capitals June 2007 - September 2008
Turkish American Chamber of Commerce 2007 - 2008
Merrill Lynch June 2006 - September 2006
Skills
Financial Analysis, Financial Planning, Financial Modeling, Bloomberg, Investments, Strategic Financial..., Alternative Investments, Portfolio Management, Valuation, Finance, Due Diligence, Capital Markets, Asset Management, Investment Strategies, Private Equity, Investment Banking, Hedge Funds, Equities, Corporate Finance, Derivatives, Securities, Trading, Equity Research
Education
DePaul University
Bachelor’s Degree, Economics
DePaul University
Bachelor’s Degree, Finance
New Plan Learning, Inc July 2010 - Present
Kyrgyz American Association June 2010 - Present
The Embassy of the Kyrgyz Republic to the USA and Canada September 2012 - December 2014
Chicago Global Capitals June 2007 - September 2008
Turkish American Chamber of Commerce 2007 - 2008
Merrill Lynch June 2006 - September 2006
Skills
Financial Analysis, Financial Planning, Financial Modeling, Bloomberg, Investments, Strategic Financial..., Alternative Investments, Portfolio Management, Valuation, Finance, Due Diligence, Capital Markets, Asset Management, Investment Strategies, Private Equity, Investment Banking, Hedge Funds, Equities, Corporate Finance, Derivatives, Securities, Trading, Equity Research
Education
DePaul University
Bachelor’s Degree, Economics
DePaul University
Bachelor’s Degree, Finance
David Wisneski David Wisneski's Merrill Lynch Experience 2006 - 2010
Job Professional Realtor at Baird & Warner
Industry Real Estate
Experience
Baird & Warner January 2011 - Present
Merrill Lynch 2006 - 2010
National Financial - A Fidelity Investments Company 2004 - 2006
The Rock Island Company 2000 - 2004
Weiss, Peck & Greer 1998 - 2000
Fidelity Investments 1996 - 1998
Chicago Stock Exchange 1987 - 1995
Skills
Investments, Asset Managment, Series 7, Equities, Brokerage, Mutual Funds, Financial Analysis, Real Estate, Strategic Planning, Securities, Alternative Investments, Investment Advisory, Fixed Income, Financial Services, Trading, Wealth Management, Relationship Management, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate Financing, Mortgage Lending, Investors, Asset Management, Referrals, REO, Real Estate Transactions, Condos, Sellers, Residential Mortgages, Listings, Single Family Homes
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Securities Industry Institute - SIFMA Executive Program
DePaul University
Bachelor of Arts
Lane Tech
Baird & Warner January 2011 - Present
Merrill Lynch 2006 - 2010
National Financial - A Fidelity Investments Company 2004 - 2006
The Rock Island Company 2000 - 2004
Weiss, Peck & Greer 1998 - 2000
Fidelity Investments 1996 - 1998
Chicago Stock Exchange 1987 - 1995
Skills
Investments, Asset Managment, Series 7, Equities, Brokerage, Mutual Funds, Financial Analysis, Real Estate, Strategic Planning, Securities, Alternative Investments, Investment Advisory, Fixed Income, Financial Services, Trading, Wealth Management, Relationship Management, Investment Properties, Foreclosures, First Time Home Buyers, Short Sales, Real Estate Financing, Mortgage Lending, Investors, Asset Management, Referrals, REO, Real Estate Transactions, Condos, Sellers, Residential Mortgages, Listings, Single Family Homes
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Securities Industry Institute - SIFMA Executive Program
DePaul University
Bachelor of Arts
Lane Tech
Jay Fletcher Jay Fletcher's Merrill Lynch Experience April 1985 - February 1997
Job President at Money Concepts
Industry Financial Services
Experience
Money Concepts October 2012 - Present
Fletcher Asset Management January 2004 - September 2012
Wunderlich Securities April 2002 - January 2008
MFM Asset Management February 1997 - April 2002
Merrill Lynch April 1985 - February 1997
Skills
Investment Strategies, Mutual Funds, Asset Managment, Asset Allocation, Estate Planning, Options, Wealth Management, FINRA, Investments, Portfolio Management, Business Development, Series 7, Hedge Funds, Equities, ETFs, Customer Service, Capital Markets, 401k, Trading, Alternative Investments, Mortgage Lending, Financial Services, Retirement Planning
Education
DePaul University 1983 — 1985
Undergraduate, Bachelor of Science in Commerce
Money Concepts October 2012 - Present
Fletcher Asset Management January 2004 - September 2012
Wunderlich Securities April 2002 - January 2008
MFM Asset Management February 1997 - April 2002
Merrill Lynch April 1985 - February 1997
Skills
Investment Strategies, Mutual Funds, Asset Managment, Asset Allocation, Estate Planning, Options, Wealth Management, FINRA, Investments, Portfolio Management, Business Development, Series 7, Hedge Funds, Equities, ETFs, Customer Service, Capital Markets, 401k, Trading, Alternative Investments, Mortgage Lending, Financial Services, Retirement Planning
Education
DePaul University 1983 — 1985
Undergraduate, Bachelor of Science in Commerce
Ghazy Grijalva Ghazy Grijalva's Merrill Lynch Experience June 2009 - August 2009
Job Underwriter at Freddie Mac
Industry Commercial Real Estate
Experience
Freddie Mac August 2015 - Present
Red Capital Group July 2012 - August 2015
Arbor Commercial Mortgage November 2010 - June 2012
RESOLUTIONS September 2010 - November 2010
Frontline Real Estate Partners July 2010 - November 2010
New Trier Partners March 2010 - August 2010
Marcus & Millichap February 2010 - May 2010
Merrill Lynch June 2009 - August 2009
DePaul University March 2009 - August 2009
Skills
Real Estate Economics, Investments, Financial Analysis, Financial Modeling, Due Diligence, Real Estate Transactions, Business Development, Investment Properties, Real Estate Valuation, Mortgage Lending, Finance, Commercial Real Estate..., Credit Analysis, Argus Modeling, Sourcing, Underwriting
Education
DePaul University 2006 — 2010
Bachelor of Science, Real Estate and Finance
Quigley Prep 2002 — 2006
Freddie Mac August 2015 - Present
Red Capital Group July 2012 - August 2015
Arbor Commercial Mortgage November 2010 - June 2012
RESOLUTIONS September 2010 - November 2010
Frontline Real Estate Partners July 2010 - November 2010
New Trier Partners March 2010 - August 2010
Marcus & Millichap February 2010 - May 2010
Merrill Lynch June 2009 - August 2009
DePaul University March 2009 - August 2009
Skills
Real Estate Economics, Investments, Financial Analysis, Financial Modeling, Due Diligence, Real Estate Transactions, Business Development, Investment Properties, Real Estate Valuation, Mortgage Lending, Finance, Commercial Real Estate..., Credit Analysis, Argus Modeling, Sourcing, Underwriting
Education
DePaul University 2006 — 2010
Bachelor of Science, Real Estate and Finance
Quigley Prep 2002 — 2006
Jim Coronado Jim Coronado's Merrill Lynch Experience October 1981 - June 1985
Job FINANCIAL REPRESENTATIVE at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2012 - Present
COUNTRY ® Financial July 2009 - October 2012
TDAMERITRADE January 2007 - May 2009
REGAL SECURITIES November 2005 - January 2007
ROUND HILL SECURITIES March 2002 - November 2005
Scottrade July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC. January 1989 - March 1989
RAF FINANCIAL February 1988 - September 1988
Legend Securities Inc. June 1985 - December 1987
Merrill Lynch October 1981 - June 1985
Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
DePaul University 1980 — 1981
ACCOUNTING
ST RITA HIGH SCHOOL 1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS
DePaul University
ACCOUNTING
Principal Financial Group October 2012 - Present
COUNTRY ® Financial July 2009 - October 2012
TDAMERITRADE January 2007 - May 2009
REGAL SECURITIES November 2005 - January 2007
ROUND HILL SECURITIES March 2002 - November 2005
Scottrade July 1989 - January 2002
ROSENKRANTZ, LYON & ROSS, INC. January 1989 - March 1989
RAF FINANCIAL February 1988 - September 1988
Legend Securities Inc. June 1985 - December 1987
Merrill Lynch October 1981 - June 1985
Skills
401k, 403 b, SEP, Simple IRA, Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., IRA's (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
DePaul University 1980 — 1981
ACCOUNTING
ST RITA HIGH SCHOOL 1976 — 1980
DIPLOMA, BUSINESS, HISTORY, ECONOMICS
DePaul University
ACCOUNTING
Hannah Hoffman's Merrill Lynch Experience June 2014 - August 2014
Job News Intern at Cox Media Group
Industry Broadcast Media
Experience
Cox Media Group June 2015 - Present
Radio DePaul January 2013 - Present
Radio DePaul September 2014 - June 2015
WTOP News June 2014 - August 2014
Merrill Lynch June 2014 - August 2014
The Phillips Collection June 2013 - August 2013
Comet Ping Pong June 2012 - March 2013
The Washington Post July 2011 - July 2011
AFP June 2010 - 2011
Education
DePaul University 2012 — 2016
Bachelor’s Degree, Journalism and Media Cinema Studies, Senior
Walt Whitman High School
Cox Media Group June 2015 - Present
Radio DePaul January 2013 - Present
Radio DePaul September 2014 - June 2015
WTOP News June 2014 - August 2014
Merrill Lynch June 2014 - August 2014
The Phillips Collection June 2013 - August 2013
Comet Ping Pong June 2012 - March 2013
The Washington Post July 2011 - July 2011
AFP June 2010 - 2011
Education
DePaul University 2012 — 2016
Bachelor’s Degree, Journalism and Media Cinema Studies, Senior
Walt Whitman High School
Ned Morley Ned Morley's Merrill Lynch Experience March 2000 - Present
Job Software Architect at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2000 - Present
Education
DePaul University 1998 — 2002
MS - Computer Science, Artificial Intelligence
The University of New Mexico 1985 — 1992
BS - Nuclear Engineering
Merrill Lynch March 2000 - Present
Education
DePaul University 1998 — 2002
MS - Computer Science, Artificial Intelligence
The University of New Mexico 1985 — 1992
BS - Nuclear Engineering
Monika Kluczyk's Merrill Lynch Experience January 2004 - April 2007
Job Finance and accounting professional with experience in financial analysis and reporting.
Industry Accounting
Experience
Navy Federal Credit Union September 2014 - Present
International Monetary Fund February 2014 - July 2014
Presidential Bank August 2012 - February 2014
Fannie Mae May 2012 - August 2012
Community & Southern Bank October 2010 - November 2011
Cole Taylor Bank September 2009 - March 2010
Merrill Lynch January 2004 - April 2007
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Data Analysis, Commercial Banking, Underwriting, US GAAP, Mortgage Lending, Account Reconciliation, Real Estate, Customer Service, Payroll, Mortgage Banking, Commercial Lending, PeopleSoft, Financial Statement..., Credit Analysis, Credit, General Ledger, Portfolio Management, Loans, Accounting, Cash Flow, Analysis, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2012
MBA, CPA focused
DePaul University 1998 — 2002
Bachelor in Science, Finance, German
Navy Federal Credit Union September 2014 - Present
International Monetary Fund February 2014 - July 2014
Presidential Bank August 2012 - February 2014
Fannie Mae May 2012 - August 2012
Community & Southern Bank October 2010 - November 2011
Cole Taylor Bank September 2009 - March 2010
Merrill Lynch January 2004 - April 2007
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Data Analysis, Commercial Banking, Underwriting, US GAAP, Mortgage Lending, Account Reconciliation, Real Estate, Customer Service, Payroll, Mortgage Banking, Commercial Lending, PeopleSoft, Financial Statement..., Credit Analysis, Credit, General Ledger, Portfolio Management, Loans, Accounting, Cash Flow, Analysis, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2012
MBA, CPA focused
DePaul University 1998 — 2002
Bachelor in Science, Finance, German
Sean Chiricotti Sean Chiricotti's Merrill Lynch Experience August 2014 - Present
Job Business Financial Analyst at Bank of America Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch February 2012 - July 2014
Sheridan Road Financial January 2011 - October 2011
Education
DePaul University 2006 — 2010
Merrill Lynch August 2014 - Present
Merrill Lynch February 2012 - July 2014
Sheridan Road Financial January 2011 - October 2011
Education
DePaul University 2006 — 2010
Bob Foltz Bob Foltz's Merrill Lynch Experience February 2010 - Present
Job Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Harris Bank January 1996 - February 2011
Skills
Financial Planning, Investment Advisory, Estate Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1996
MBA, Finance
Hobart College 1983 — 1988
BS, Economics
Merrill Lynch February 2010 - Present
Harris Bank January 1996 - February 2011
Skills
Financial Planning, Investment Advisory, Estate Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1996
MBA, Finance
Hobart College 1983 — 1988
BS, Economics
Lindsay Chouinard Lindsay Chouinard's Merrill Lynch Experience July 2012 - June 2013
Job Associate Head Softball Coach at DePaul University
Industry Sports
Experience
DePaul University July 2013 - Present
Merrill Lynch July 2012 - June 2013
Northern Illinois University July 2007 - June 2012
DePaul University July 2004 - June 2007
DePaul University January 2004 - June 2004
CHICAGO MERCANTILE EXCHANGE August 2003 - December 2003
Skills
Sports, Sports Management, Coaching, Personal Financial..., Wealth Management, Retirement Planning, Mortgage Lending, Family Financial..., Trust Management, Higher Education, PowerPoint, Microsoft Office, Microsoft Excel, Management, Program Management, Marketing, Customer Service, Project Planning, Employee Benefits, Research, Time Management, Leadership, Finance, Athletics, Budgets, Training, Press Releases, Recruiting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance
DePaul University 1999 — 2003
Bachelor of Science, Commerce
Bullard High School
DePaul University July 2013 - Present
Merrill Lynch July 2012 - June 2013
Northern Illinois University July 2007 - June 2012
DePaul University July 2004 - June 2007
DePaul University January 2004 - June 2004
CHICAGO MERCANTILE EXCHANGE August 2003 - December 2003
Skills
Sports, Sports Management, Coaching, Personal Financial..., Wealth Management, Retirement Planning, Mortgage Lending, Family Financial..., Trust Management, Higher Education, PowerPoint, Microsoft Office, Microsoft Excel, Management, Program Management, Marketing, Customer Service, Project Planning, Employee Benefits, Research, Time Management, Leadership, Finance, Athletics, Budgets, Training, Press Releases, Recruiting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance
DePaul University 1999 — 2003
Bachelor of Science, Commerce
Bullard High School
Katie Kendell Katie Kendell's Merrill Lynch Experience January 2005 - January 2010
Job Financial Analyst & FOREX Trader
Industry Capital Markets
Experience
Elite Financial January 2010 - January 2012
Merrill Lynch January 2005 - January 2010
Education
DePaul University
Elite Financial January 2010 - January 2012
Merrill Lynch January 2005 - January 2010
Education
DePaul University
Adam Jokich's Merrill Lynch Experience September 2011 - December 2011
Job Quantitative Equity Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management February 2012 - Present
Merrill Lynch September 2011 - December 2011
Alpha Alternatives LLC May 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Asset Management, Equities, Hedge Funds, Financial Analysis, Stata, Microsoft Excel, Derivatives, Asset Managment, Portfolio Management, Investments, Microsoft Office, Alternative Investments, Matlab, SQL, FactSet
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science, Economics and Policy Analysis
University of Illinois at Chicago
Bachelor of Arts, Economics
CFA Institute
Chartered Financial Analyst, Passed all 3 levels of the CFA curriculum
UBS Global Asset Management February 2012 - Present
Merrill Lynch September 2011 - December 2011
Alpha Alternatives LLC May 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Asset Management, Equities, Hedge Funds, Financial Analysis, Stata, Microsoft Excel, Derivatives, Asset Managment, Portfolio Management, Investments, Microsoft Office, Alternative Investments, Matlab, SQL, FactSet
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science, Economics and Policy Analysis
University of Illinois at Chicago
Bachelor of Arts, Economics
CFA Institute
Chartered Financial Analyst, Passed all 3 levels of the CFA curriculum
Jason Housh Jason Housh's Merrill Lynch Experience July 2001 - October 2001
Job Supply Chain & Operations Performance Improvement Executive
Industry Management Consulting
Experience
Point B February 2015 - Present
Ernst & Young April 2011 - February 2015
Accenture September 2008 - April 2011
Accenture June 2005 - August 2008
ConAgra Foods August 2004 - June 2005
ConAgra Foods October 2003 - August 2004
BCU February 2002 - October 2003
Merrill Lynch July 2001 - October 2001
Birds Eye Foods 2000 - 2001
Skills
Management Consulting, Utility Industry, Electric Transmission &..., Natural Gas..., Water Distribution, Supply Chain Management, Construction, Capital Equipment, Procurement, Strategic Sourcing, Low Cost Country..., Contract Negotiation, Data Analysis, Spend Analysis, Business Process..., Change Management, Supplier Relationship..., Consumer Package Goods, Logistics, Transportation, Third Party Logistics, Warehousing, Project Management, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Project, Visual Basic, HTML, SAP, Utility Construction, Process Improvement, Supply Chain, Process Engineering, Supplier Development, Negotiation, Project Planning, Business Transformation, Cross-functional Team..., Operational Excellence, Strategy, Supply Chain Consulting, Operating Models, Team Leadership, Demand Planning, Supply Chain...
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
MBA, Business Administration
DePaul University 2005 — 2005
Project Management Career Development
St. Norbert College 1997 — 2001
BA, Business Administration
Point B February 2015 - Present
Ernst & Young April 2011 - February 2015
Accenture September 2008 - April 2011
Accenture June 2005 - August 2008
ConAgra Foods August 2004 - June 2005
ConAgra Foods October 2003 - August 2004
BCU February 2002 - October 2003
Merrill Lynch July 2001 - October 2001
Birds Eye Foods 2000 - 2001
Skills
Management Consulting, Utility Industry, Electric Transmission &..., Natural Gas..., Water Distribution, Supply Chain Management, Construction, Capital Equipment, Procurement, Strategic Sourcing, Low Cost Country..., Contract Negotiation, Data Analysis, Spend Analysis, Business Process..., Change Management, Supplier Relationship..., Consumer Package Goods, Logistics, Transportation, Third Party Logistics, Warehousing, Project Management, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Project, Visual Basic, HTML, SAP, Utility Construction, Process Improvement, Supply Chain, Process Engineering, Supplier Development, Negotiation, Project Planning, Business Transformation, Cross-functional Team..., Operational Excellence, Strategy, Supply Chain Consulting, Operating Models, Team Leadership, Demand Planning, Supply Chain...
Education
University of Wisconsin-Madison - School of Business 2009 — 2011
MBA, Business Administration
DePaul University 2005 — 2005
Project Management Career Development
St. Norbert College 1997 — 2001
BA, Business Administration
BethMarie Willis BethMarie Willis's Merrill Lynch Experience July 2006 - June 2008
Job Senior Vice President, Risk Management
Industry Financial Services
Experience
GE Capital Commercial Lending & Leasing North America June 2012 - Present
Independent Consultant November 2009 - Present
Bazonic Technologies 2001 - May 2014
Securant Bank & Trust January 2012 - June 2012
Southport Bank March 2009 - July 2010
Merrill Lynch July 2006 - June 2008
GE Commercial Finance March 2005 - July 2006
GE Commercial Finance May 2004 - March 2005
GE Commercial Finance October 2001 - May 2004
Heller Financial June 1999 - October 2001
Skills
Loans, Risk Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, Project Management, Leadership, Six Sigma, Process Improvement, Management, Financial Services, Business Process..., Banking, Strategy, Credit, Analysis, Portfolio Management, Mergers, Integration, Software Documentation, Operational Risk..., Change Management, Business Analysis, Due Diligence, Relationship Management, Mergers & Acquisitions
Education
GE Crotonville 2015 — 2015
Leadership - Advanced Manager Course
GE Crotonville 2015 — 2015
Change Acceleration Process Coach
GE Crotonville 2015 — 2015
Influencing Skills
GE Crotonville 2015 — 2015
Effective Meeting Facilitation
GE Crotonville 2015 — 2015
Leading in a Matrixed Organization
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Prerequisite Program for MBA with E-Commerce focus
American Institute for Paralegal Studies 1996 — 1997
Paralegal Certificate
University of Wisconsin-Madison 1987 — 1993
Bachelor of Arts, Double Major: Political Science & International Relations; Minor in Spanish
PMPerfect
Project Management Professional (PMP) Certification
GE Capital Commercial Lending & Leasing North America June 2012 - Present
Independent Consultant November 2009 - Present
Bazonic Technologies 2001 - May 2014
Securant Bank & Trust January 2012 - June 2012
Southport Bank March 2009 - July 2010
Merrill Lynch July 2006 - June 2008
GE Commercial Finance March 2005 - July 2006
GE Commercial Finance May 2004 - March 2005
GE Commercial Finance October 2001 - May 2004
Heller Financial June 1999 - October 2001
Skills
Loans, Risk Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, Project Management, Leadership, Six Sigma, Process Improvement, Management, Financial Services, Business Process..., Banking, Strategy, Credit, Analysis, Portfolio Management, Mergers, Integration, Software Documentation, Operational Risk..., Change Management, Business Analysis, Due Diligence, Relationship Management, Mergers & Acquisitions
Education
GE Crotonville 2015 — 2015
Leadership - Advanced Manager Course
GE Crotonville 2015 — 2015
Change Acceleration Process Coach
GE Crotonville 2015 — 2015
Influencing Skills
GE Crotonville 2015 — 2015
Effective Meeting Facilitation
GE Crotonville 2015 — 2015
Leading in a Matrixed Organization
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Prerequisite Program for MBA with E-Commerce focus
American Institute for Paralegal Studies 1996 — 1997
Paralegal Certificate
University of Wisconsin-Madison 1987 — 1993
Bachelor of Arts, Double Major: Political Science & International Relations; Minor in Spanish
PMPerfect
Project Management Professional (PMP) Certification
Liliana Huerta, MBA Liliana Huerta, MBA's Merrill Lynch Experience 1999 - 2003
Job VP Portfolio Manager at Associated Bank
Industry Financial Services
Experience
Associated Bank July 2010 - Present
Kellstadt Graduate School of Business - DePaul University January 2009 - June 2010
U.S. Commercial Service June 2009 - September 2009
Compass Bank June 2008 - November 2008
Bank of America October 2007 - June 2008
LaSalle Bank June 2003 - October 2007
Merrill Lynch 1999 - 2003
Skills
Credit Analysis, Commercial Lending, Underwriting, Credit, Commercial Banking, Portfolio Management, Banking, Financial Analysis, Credit Risk, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Finance, Leadership & Change Management
Loyola University Chicago 1999 — 2003
BBA, Finance and Information Systems (Major); Marketing (Minor)
Associated Bank July 2010 - Present
Kellstadt Graduate School of Business - DePaul University January 2009 - June 2010
U.S. Commercial Service June 2009 - September 2009
Compass Bank June 2008 - November 2008
Bank of America October 2007 - June 2008
LaSalle Bank June 2003 - October 2007
Merrill Lynch 1999 - 2003
Skills
Credit Analysis, Commercial Lending, Underwriting, Credit, Commercial Banking, Portfolio Management, Banking, Financial Analysis, Credit Risk, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Finance, Leadership & Change Management
Loyola University Chicago 1999 — 2003
BBA, Finance and Information Systems (Major); Marketing (Minor)
Richard Marsik Richard Marsik's Merrill Lynch Experience August 2005 - December 2006
Job Vice President at Northern Trust Hedge Fund Services
Industry Capital Markets
Experience
Northern Trust Hedge Fund Services May 2014 - Present
V3 Markets February 2014 - May 2014
Infinium Capital Management October 2011 - January 2014
Infinium Capital Management May 2009 - October 2011
Infinium Capital Management January 2007 - May 2009
Merrill Lynch August 2005 - December 2006
ECHOtrade LLC / Ferdinand Capital / Self Employed December 2003 - July 2005
The Clearing Corporation May 2000 - June 2003
Skills
Fixed Income, Derivatives, Trading, Equities, Bloomberg, Financial Markets, Options, Trading Systems, Proprietary Trading, Equity Trading, Electronic Trading, Hedge Funds
Education
DePaul University 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Arts, Economics
Holy Cross High School, River Grove, Illinois 1991 — 1995
Northern Trust Hedge Fund Services May 2014 - Present
V3 Markets February 2014 - May 2014
Infinium Capital Management October 2011 - January 2014
Infinium Capital Management May 2009 - October 2011
Infinium Capital Management January 2007 - May 2009
Merrill Lynch August 2005 - December 2006
ECHOtrade LLC / Ferdinand Capital / Self Employed December 2003 - July 2005
The Clearing Corporation May 2000 - June 2003
Skills
Fixed Income, Derivatives, Trading, Equities, Bloomberg, Financial Markets, Options, Trading Systems, Proprietary Trading, Equity Trading, Electronic Trading, Hedge Funds
Education
DePaul University 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Arts, Economics
Holy Cross High School, River Grove, Illinois 1991 — 1995
Todd Bessey Todd Bessey's Merrill Lynch Experience January 1997 - April 2004
Job Retirement Income Advisor | Business Marketing Strategist | Proactive Mutual Business Networker
Industry Investment Management
Experience
Wintrust Wealth Management April 2004 - Present
McHenry County College Foundation June 2009 - June 2011
Merrill Lynch January 1997 - April 2004
Intercargo Insurance Company January 1992 - December 1996
Trade Insurance Services July 1990 - January 1992
Skills
Wealth Management, Asset Allocation, Wealth Management..., Cash Flow, Tax, Retirement Planning, Strategic Financial..., Investments, Asset Managment, Series 7, Portfolio Management, Retirement, Investment Management, Mutual Funds, Estate Planning, 401k, Insurance, Securities, Alternative Investments, Investment Advisory
Education
Marquette University - College of Business Administration 1986 — 1990
BS, Business Administration - Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, International Business/Finance
Elk Grove High School 1982 — 1986
Wintrust Wealth Management April 2004 - Present
McHenry County College Foundation June 2009 - June 2011
Merrill Lynch January 1997 - April 2004
Intercargo Insurance Company January 1992 - December 1996
Trade Insurance Services July 1990 - January 1992
Skills
Wealth Management, Asset Allocation, Wealth Management..., Cash Flow, Tax, Retirement Planning, Strategic Financial..., Investments, Asset Managment, Series 7, Portfolio Management, Retirement, Investment Management, Mutual Funds, Estate Planning, 401k, Insurance, Securities, Alternative Investments, Investment Advisory
Education
Marquette University - College of Business Administration 1986 — 1990
BS, Business Administration - Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, International Business/Finance
Elk Grove High School 1982 — 1986
Jared Cummans Jared Cummans's Merrill Lynch Experience June 2010 - August 2010
Job Business Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Asset Management June 2015 - Present
Mitre Media June 2012 - May 2015
ETF Database (A Property of Mitre Media) March 2010 - June 2012
Merrill Lynch June 2010 - August 2010
Ascend Advisory May 2008 - May 2008
Skills
Financial Analysis, Financial Markets, Financial Reporting, Microsoft Office, Music, Guitar, Portfolio Management, Investments, Risk Management, Business Strategy, Finance, ETFs, Financial Modeling, Equities, Corporate Finance, Mutual Funds
Education
DePaul University 2008 — 2012
BS, Finance
Northern Trust Asset Management June 2015 - Present
Mitre Media June 2012 - May 2015
ETF Database (A Property of Mitre Media) March 2010 - June 2012
Merrill Lynch June 2010 - August 2010
Ascend Advisory May 2008 - May 2008
Skills
Financial Analysis, Financial Markets, Financial Reporting, Microsoft Office, Music, Guitar, Portfolio Management, Investments, Risk Management, Business Strategy, Finance, ETFs, Financial Modeling, Equities, Corporate Finance, Mutual Funds
Education
DePaul University 2008 — 2012
BS, Finance
Alan Vayner Alan Vayner's Merrill Lynch Experience June 2011 - August 2011
Job Senior Financial Analyst at Baxter International Inc.
Industry Financial Services
Experience
Baxter International Inc. April 2014 - Present
CVS Caremark Corporation February 2013 - April 2014
Brunswick Corporation February 2012 - February 2013
Merrill Lynch June 2011 - August 2011
IBM May 2010 - January 2011
Skills
Accounting, Spanish, Forecasting, Variance Analysis, Financial Analysis, Management, Leadership, Internal Audit, Sales, Budgets, Analysis, Finance, Microsoft Excel, Auditing, Customer Service, Microsoft Office, PowerPoint, Internal Controls, Data Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master of Science (M.S.), Finance, General
University of Wisconsin-Madison 2007 — 2011
Bachelor of Business Administration degree, Finance; Banking; Economics
Baxter International Inc. April 2014 - Present
CVS Caremark Corporation February 2013 - April 2014
Brunswick Corporation February 2012 - February 2013
Merrill Lynch June 2011 - August 2011
IBM May 2010 - January 2011
Skills
Accounting, Spanish, Forecasting, Variance Analysis, Financial Analysis, Management, Leadership, Internal Audit, Sales, Budgets, Analysis, Finance, Microsoft Excel, Auditing, Customer Service, Microsoft Office, PowerPoint, Internal Controls, Data Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master of Science (M.S.), Finance, General
University of Wisconsin-Madison 2007 — 2011
Bachelor of Business Administration degree, Finance; Banking; Economics
Patricia Bresnahan CFP®'s Merrill Lynch Experience 2009 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
Wealth Management/LaSalle Bank 2001 - 2009
Skills
Certified Financial...
Education
DePaul University
Bachelor of Science, Finance
Merrill Lynch 2009 - Present
Wealth Management/LaSalle Bank 2001 - 2009
Skills
Certified Financial...
Education
DePaul University
Bachelor of Science, Finance
Michael Wozniak Michael Wozniak's Merrill Lynch Experience 1997 - 2001
Job Market Manager Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation November 2012 - Present
BMO Harris Bank N.A. July 2011 - September 2012
BMO Harris Bank N.A. January 2007 - June 2011
BMO Harris Bank N.A. September 2005 - December 2006
BMO Harris Bank N.A. September 2002 - September 2005
BMO Harris Bank N.A. October 2001 - September 2002
Merrill Lynch 1997 - 2001
LaSalle National Bank 1996 - 1997
Skills
Sales Management, Change Management, Strategic Planning, Marketing Strategy, Recruiting, Commercial Lending, M&A experience, LBO, Mezzanine, Private Equity, Asset Based Lending, Commercial Real Estate, Foreign Exchange Risk..., Interest Rate..., Treasury Management, Banking, Loans, Strategy, Commercial Banking, Mergers & Acquisitions, Financial Analysis, Credit, Finance, Management, Credit Analysis
Education
Indiana University - Kelley School of Business 2012 — 2012
Hoosier Fellows Program, Leadership
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Finance
Purdue University 1992 — 1996
BS, Economics
ACS International School 1983 — 1987
Wintrust Financial Corporation November 2012 - Present
BMO Harris Bank N.A. July 2011 - September 2012
BMO Harris Bank N.A. January 2007 - June 2011
BMO Harris Bank N.A. September 2005 - December 2006
BMO Harris Bank N.A. September 2002 - September 2005
BMO Harris Bank N.A. October 2001 - September 2002
Merrill Lynch 1997 - 2001
LaSalle National Bank 1996 - 1997
Skills
Sales Management, Change Management, Strategic Planning, Marketing Strategy, Recruiting, Commercial Lending, M&A experience, LBO, Mezzanine, Private Equity, Asset Based Lending, Commercial Real Estate, Foreign Exchange Risk..., Interest Rate..., Treasury Management, Banking, Loans, Strategy, Commercial Banking, Mergers & Acquisitions, Financial Analysis, Credit, Finance, Management, Credit Analysis
Education
Indiana University - Kelley School of Business 2012 — 2012
Hoosier Fellows Program, Leadership
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Finance
Purdue University 1992 — 1996
BS, Economics
ACS International School 1983 — 1987
Mohammed Zameer Ahmed Mohammed Zameer Ahmed's Merrill Lynch Experience May 2005 - September 2005
Job Structured Products Analyst at AAM
Industry Investment Management
Experience
AAM July 2008 - Present
AAM July 2006 - July 2008
Morningstar September 2005 - June 2006
Merrill Lynch May 2005 - September 2005
Skills
Financial Modeling, Portfolio Management
Education
DePaul University 2002 — 2006
BS, Finance and Management
Abu dhabi Indian School 1988 — 2000
AAM July 2008 - Present
AAM July 2006 - July 2008
Morningstar September 2005 - June 2006
Merrill Lynch May 2005 - September 2005
Skills
Financial Modeling, Portfolio Management
Education
DePaul University 2002 — 2006
BS, Finance and Management
Abu dhabi Indian School 1988 — 2000
Katie Bomher Katie Bomher's Merrill Lynch Experience August 2009 - August 2012
Job Associate, Marketing at GCM Grosvenor
Industry Marketing and Advertising
Experience
GCM Grosvenor April 2015 - Present
JLL January 2014 - April 2015
Secret Compass September 2012 - June 2013
The Founders Hive September 2012 - February 2013
Merrill Lynch August 2009 - August 2012
Skills
Marketing Strategy, Entrepreneurship, Social Media Marketing, Start-ups, Investments, Social Media, Social Networking, Marketing, Project Management, Public Relations, Facebook, Strategic Planning, Management, Venture Capital, Team Building, Presentations, Public Speaking
Education
DePaul University 2006 — 2010
Bachelor's Degree, Real Estate Finance, Marketing and Sales Leadership
University of Westminster
Advanced Studies in International Marketing and Entrepreneurship
GCM Grosvenor April 2015 - Present
JLL January 2014 - April 2015
Secret Compass September 2012 - June 2013
The Founders Hive September 2012 - February 2013
Merrill Lynch August 2009 - August 2012
Skills
Marketing Strategy, Entrepreneurship, Social Media Marketing, Start-ups, Investments, Social Media, Social Networking, Marketing, Project Management, Public Relations, Facebook, Strategic Planning, Management, Venture Capital, Team Building, Presentations, Public Speaking
Education
DePaul University 2006 — 2010
Bachelor's Degree, Real Estate Finance, Marketing and Sales Leadership
University of Westminster
Advanced Studies in International Marketing and Entrepreneurship
Ronan Tipan Ronan Tipan's Merrill Lynch Experience 2002 - 2002
Job Investment Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2003 - Present
Mellon HR Solutions 2002 - 2003
Merrill Lynch 2002 - 2002
Skills
Bloomberg, Bloomberg Terminal, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Strategy, Strategic Planning, CRM, Finance, Investments, Market Research
Education
DePaul University 2001 — 2003
Bachelor's degree, Finance, General
DePaul University 2000 — 2003
Bachelor of Science, Finance, Economics
UBS Wealth Management October 2003 - Present
Mellon HR Solutions 2002 - 2003
Merrill Lynch 2002 - 2002
Skills
Bloomberg, Bloomberg Terminal, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Strategy, Strategic Planning, CRM, Finance, Investments, Market Research
Education
DePaul University 2001 — 2003
Bachelor's degree, Finance, General
DePaul University 2000 — 2003
Bachelor of Science, Finance, Economics
John Whyman, MBA John Whyman, MBA's Merrill Lynch Experience September 2004 - March 2006
Job Loan Workout, Special Assets, Banking
Industry Banking
Experience
Old National Bank August 2008 - Present
Old National Bank April 2006 - August 2008
Merrill Lynch September 2004 - March 2006
LaSalle Bank August 2000 - April 2004
Skills
Commercial Banking, Loss Mitigation, Negotiation, Loans, Credit Risk, Portfolio Management, Financial Analysis, Credit, Banking, Underwriting, Financial Risk, Commercial Real Estate, Asset, Analysis, Credit Analysis, Commercial Lending, Small Business Lending, Mortgage Lending, Risk Management, Investments, Asset Managment, Cash Flow, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Financial Management and Control
Purdue University 1996 — 2000
BS, Management, Finance and Marketing
Purdue University - Krannert School of Management 1996 — 2000
BS, Management, Marketing & Finance
Old National Bank August 2008 - Present
Old National Bank April 2006 - August 2008
Merrill Lynch September 2004 - March 2006
LaSalle Bank August 2000 - April 2004
Skills
Commercial Banking, Loss Mitigation, Negotiation, Loans, Credit Risk, Portfolio Management, Financial Analysis, Credit, Banking, Underwriting, Financial Risk, Commercial Real Estate, Asset, Analysis, Credit Analysis, Commercial Lending, Small Business Lending, Mortgage Lending, Risk Management, Investments, Asset Managment, Cash Flow, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Financial Management and Control
Purdue University 1996 — 2000
BS, Management, Finance and Marketing
Purdue University - Krannert School of Management 1996 — 2000
BS, Management, Marketing & Finance
Dan Zircher's Merrill Lynch Experience 1986 - 1992
Job Investment Banker in Financial Services & FinTech industry
Industry Investment Banking
Experience
PL Advisors October 2014 - Present
DGZ Associates 2012 - Present
Macquarie Capital/Fox Pitt 2008 - 2011
Duff & Phelps 2006 - 2008
Mesirow Financial 1993 - 2006
BDO Seidman 1991 - 1993
Merrill Lynch 1986 - 1992
Zenith Electronics Corporation 1984 - 1986
Peat Marwick 1982 - 1984
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Valuation, LBO, Equities, Alternative Investments, Hedge Funds, Finance, Banking, Financial Services, IPO, Market Structure, Corporate Strategy..., Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Finance and Real Estate
Northern Illinois University
Bachelor of Science, Accounting
PL Advisors October 2014 - Present
DGZ Associates 2012 - Present
Macquarie Capital/Fox Pitt 2008 - 2011
Duff & Phelps 2006 - 2008
Mesirow Financial 1993 - 2006
BDO Seidman 1991 - 1993
Merrill Lynch 1986 - 1992
Zenith Electronics Corporation 1984 - 1986
Peat Marwick 1982 - 1984
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Valuation, LBO, Equities, Alternative Investments, Hedge Funds, Finance, Banking, Financial Services, IPO, Market Structure, Corporate Strategy..., Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Finance and Real Estate
Northern Illinois University
Bachelor of Science, Accounting
Elliot Eisenberg Elliot Eisenberg's Merrill Lynch Experience 1979 - 1984
Job Managing Director at Appellate Advance Associates
Industry Financial Services
Experience
Appellate Advance Associates 2010 - Present
Exit 11 Fireworks Co., LaPlaisance Trading Co. 2007 - 2009
Imperial Capital, Freeman Securities, Bear Stearns, J Giordano Co. 1996 - 2007
R.D. Smith & Co. and its successor BDS Securities Corp. 1985 - 1996
Kirkpatrick Securities 1985 - 1985
Red Ink Report 1984 - 1984
Merrill Lynch 1979 - 1984
Fairchild Publications 1975 - 1978
Springfield Union & Republican 1973 - 1974
Daily Hampshire Gazette 1971 - 1972
Skills
Sales & trading, Writing, Business Analysis, Courts, Appeals, Securities, Hedge Funds, Trading, Analysis, Equities, Portfolio Management, Research, Management, Capital Markets, Alternative Investments, Investment Banking
Education
University of Massachusetts, Amherst 1969 — 1972
Master's degree, Economics
DePaul University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Appellate Advance Associates 2010 - Present
Exit 11 Fireworks Co., LaPlaisance Trading Co. 2007 - 2009
Imperial Capital, Freeman Securities, Bear Stearns, J Giordano Co. 1996 - 2007
R.D. Smith & Co. and its successor BDS Securities Corp. 1985 - 1996
Kirkpatrick Securities 1985 - 1985
Red Ink Report 1984 - 1984
Merrill Lynch 1979 - 1984
Fairchild Publications 1975 - 1978
Springfield Union & Republican 1973 - 1974
Daily Hampshire Gazette 1971 - 1972
Skills
Sales & trading, Writing, Business Analysis, Courts, Appeals, Securities, Hedge Funds, Trading, Analysis, Equities, Portfolio Management, Research, Management, Capital Markets, Alternative Investments, Investment Banking
Education
University of Massachusetts, Amherst 1969 — 1972
Master's degree, Economics
DePaul University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Andrés M. Romero, CFA's Merrill Lynch Experience June 2005 - September 2005
Job Strategy / Business Development / Equity Research / Investment Professional
Industry Venture Capital & Private Equity
Experience
Boeing September 2014 - Present
Boeing March 2012 - September 2014
Barrington Research Associates, Inc. November 2011 - June 2012
Sandbox Industries August 2011 - January 2012
Instituto del Progreso Latino October 2009 - August 2011
Modern Graham September 2007 - November 2009
HSBC November 2008 - October 2009
DePaul January 2008 - November 2008
Jackson National Life June 2007 - September 2007
Merrill Lynch June 2005 - September 2005
Skills
Financial Analysis, Investments, Financial Modeling, Corporate Finance, Strategy, Finance, Spanish, Portfolio Management, Leadership, Bloomberg, Risk Management, Valuation, Business Valuation, Program Management, Analysis, Equity Research, Venture Capital, Financial Forecasting, Due Diligence, Capital Markets, Accounting, Economics, Capital IQ, Audit, Auditing, Financial Markets, Teradata SQL, Tableau, Alteryx, CRM, Tealeaf, Adobe Analytics, Mergers, Business Strategy, Business Development, Project Management, Strategic Planning, Data Analysis, Forecasting, Process Improvement, Management
Education
Harvard University 2015 — 2016
Strategic Management Certificate
CFA Institute
Chartered Financial Analyst (CFA)
Stanford University 2012 — 2013
Strategic Decision and Risk Management (SDRM), Stanford Certified Project Manager (SCPM)
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
Master of Science, Finance
Graceland University 2002 — 2006
BA, Accounting and Economics
Boeing September 2014 - Present
Boeing March 2012 - September 2014
Barrington Research Associates, Inc. November 2011 - June 2012
Sandbox Industries August 2011 - January 2012
Instituto del Progreso Latino October 2009 - August 2011
Modern Graham September 2007 - November 2009
HSBC November 2008 - October 2009
DePaul January 2008 - November 2008
Jackson National Life June 2007 - September 2007
Merrill Lynch June 2005 - September 2005
Skills
Financial Analysis, Investments, Financial Modeling, Corporate Finance, Strategy, Finance, Spanish, Portfolio Management, Leadership, Bloomberg, Risk Management, Valuation, Business Valuation, Program Management, Analysis, Equity Research, Venture Capital, Financial Forecasting, Due Diligence, Capital Markets, Accounting, Economics, Capital IQ, Audit, Auditing, Financial Markets, Teradata SQL, Tableau, Alteryx, CRM, Tealeaf, Adobe Analytics, Mergers, Business Strategy, Business Development, Project Management, Strategic Planning, Data Analysis, Forecasting, Process Improvement, Management
Education
Harvard University 2015 — 2016
Strategic Management Certificate
CFA Institute
Chartered Financial Analyst (CFA)
Stanford University 2012 — 2013
Strategic Decision and Risk Management (SDRM), Stanford Certified Project Manager (SCPM)
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
Master of Science, Finance
Graceland University 2002 — 2006
BA, Accounting and Economics
Peter McDonough Peter McDonough's Merrill Lynch Experience March 2007 - June 2007
Job Analyst, Client Service Investment Operations at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2011 - Present
Northern Trust December 2007 - December 2010
Merrill Lynch March 2007 - June 2007
Education
DePaul University 2003 — 2007
Bachelor of Science with Honors, Finance
Northern Trust January 2011 - Present
Northern Trust December 2007 - December 2010
Merrill Lynch March 2007 - June 2007
Education
DePaul University 2003 — 2007
Bachelor of Science with Honors, Finance
Frank Lou Frank Lou's Merrill Lynch Experience 2004 - 2005
Job System Manager and Sr. Oracle DBA (5000+ Contacts)
Industry Information Technology and Services
Experience
A Pharmaceutical Company 2008 - Present
Marsh & McLennan Companies, Inc. November 2005 - April 2008
Merrill Lynch 2004 - 2005
Opnext Inc., (a Hitachi Company) June 2001 - October 2004
BigStar Entertainment Inc. August 1999 - August 2000
Oracle Corporation 1996 - 1997
Skills
ERP, Architecture, Business Intelligence, Linux, Perl, HTML
Education
DePaul University
Master of Science, Computer Science
A Pharmaceutical Company 2008 - Present
Marsh & McLennan Companies, Inc. November 2005 - April 2008
Merrill Lynch 2004 - 2005
Opnext Inc., (a Hitachi Company) June 2001 - October 2004
BigStar Entertainment Inc. August 1999 - August 2000
Oracle Corporation 1996 - 1997
Skills
ERP, Architecture, Business Intelligence, Linux, Perl, HTML
Education
DePaul University
Master of Science, Computer Science
Jacob Niggemann Jacob Niggemann's Merrill Lynch Experience October 2008 - February 2009
Job Senior Wealth Strategy Associate with Omni Wealth Management Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Merrill Lynch October 2008 - February 2009
Merrill Lynch July 2003 - September 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Certifcate in Advanced Portfolio Management
Northern Illinois University 1999 — 2003
Bachelor of Science, Finance
UBS Financial Services Inc. February 2009 - Present
Merrill Lynch October 2008 - February 2009
Merrill Lynch July 2003 - September 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Certifcate in Advanced Portfolio Management
Northern Illinois University 1999 — 2003
Bachelor of Science, Finance
Michelle Cudia, PMP Michelle Cudia, PMP's Merrill Lynch Experience January 2004 - March 2007
Job Senior Loan Reviewer at BMO Capital Markets
Industry Investment Banking
Experience
BMO Harris March 2012 - Present
Northern Trust Corporation April 2010 - March 2012
Protiviti March 2007 - April 2010
Merrill Lynch January 2004 - March 2007
Skills
Finance, Credit Analysis, Financial Analysis, Portfolio Management, Risk Management, Capital Markets, Banking, Credit, Equities, Investment Banking, Valuation, Financial Modeling, Loans, Financial Services
Education
DePaul University 1999 — 2003
Bachelor of Science in Commerce, Accounting and Management Information Systems
BMO Harris March 2012 - Present
Northern Trust Corporation April 2010 - March 2012
Protiviti March 2007 - April 2010
Merrill Lynch January 2004 - March 2007
Skills
Finance, Credit Analysis, Financial Analysis, Portfolio Management, Risk Management, Capital Markets, Banking, Credit, Equities, Investment Banking, Valuation, Financial Modeling, Loans, Financial Services
Education
DePaul University 1999 — 2003
Bachelor of Science in Commerce, Accounting and Management Information Systems
Natalia Urbanek's Merrill Lynch Experience April 2010 - June 2011
Job Senior Representative, Investment Operations at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2015 - Present
Northern Trust March 2012 - April 2015
Coty Prestige December 2008 - December 2011
Merrill Lynch April 2010 - June 2011
Zirh October 2008 - March 2010
Skills
Analytical Skills, Financial Analysis, Microsoft Excel, Access, PowerPoint, Financial Modeling, Budget, Microsoft Office, Microsoft Word, Public Speaking, Budgets, Leadership, Social Media, Customer Service, Research, Analysis
Education
DePaul University 2008 — 2011
Bachelors, Finance, Management
University of Tampa - John H. Sykes College of Business
Northern Trust Corporation May 2015 - Present
Northern Trust March 2012 - April 2015
Coty Prestige December 2008 - December 2011
Merrill Lynch April 2010 - June 2011
Zirh October 2008 - March 2010
Skills
Analytical Skills, Financial Analysis, Microsoft Excel, Access, PowerPoint, Financial Modeling, Budget, Microsoft Office, Microsoft Word, Public Speaking, Budgets, Leadership, Social Media, Customer Service, Research, Analysis
Education
DePaul University 2008 — 2011
Bachelors, Finance, Management
University of Tampa - John H. Sykes College of Business
Jessica Gillmor Jessica Gillmor's Merrill Lynch Experience November 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Chicago Signature Properties May 2013 - February 2014
Ditkas September 2009 - November 2010
LuxBar August 2006 - August 2009
Gibsons Restaurant Group August 2008 - October 2008
Wiklund Trading July 2006 - July 2007
Skills
Customer Service, Food & Beverage, Social Media, Restaurants, Food Service, Social Networking, Food, Hospitality, New Restaurant Openings, Fine Dining, Advertising, Trade Shows, Self-driven, Enjoy Challenges, Sales&Marketing, Account Management, Multi-media Marketing..., energetic leader and..., Sales, Highly motivated..., Problem Solving, Critical Thinking, Adaptable to Changes, Manage Client..., Multi Tasking, Client Rapport, Achieving Results, Positive Can-do Attitude, Organizational..., Marketing, Event Management
Education
DePaul University 2007 — 2012
Communications, PR & Advertising, minor in Industrial/Organizational Psychology, 3.4
Stow Highschool 2002 — 2006
Merrill Lynch November 2014 - Present
Chicago Signature Properties May 2013 - February 2014
Ditkas September 2009 - November 2010
LuxBar August 2006 - August 2009
Gibsons Restaurant Group August 2008 - October 2008
Wiklund Trading July 2006 - July 2007
Skills
Customer Service, Food & Beverage, Social Media, Restaurants, Food Service, Social Networking, Food, Hospitality, New Restaurant Openings, Fine Dining, Advertising, Trade Shows, Self-driven, Enjoy Challenges, Sales&Marketing, Account Management, Multi-media Marketing..., energetic leader and..., Sales, Highly motivated..., Problem Solving, Critical Thinking, Adaptable to Changes, Manage Client..., Multi Tasking, Client Rapport, Achieving Results, Positive Can-do Attitude, Organizational..., Marketing, Event Management
Education
DePaul University 2007 — 2012
Communications, PR & Advertising, minor in Industrial/Organizational Psychology, 3.4
Stow Highschool 2002 — 2006
Gerardo del Real's Merrill Lynch Experience March 2008 - June 2008
Job CoFounder at Paloma Equity Partners
Industry Venture Capital & Private Equity
Experience
Paloma Equity Partners January 2015 - Present
HD Ventures December 2014 - Present
SilverStream Capital 2012 - 2014
Bank of America Merrill Lynch 2010 - 2012
Student Finance Association June 2009 - June 2010
Fortuna Advisors LLC October 2009 - April 2010
Bank of America June 2009 - August 2009
Houlihan Smith & Company, Inc. September 2008 - May 2009
PricewaterhouseCoopers June 2008 - August 2008
Merrill Lynch March 2008 - June 2008
Skills
Leveraged Finance, Loans, High Yield, LBO, Credit, Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Private Equity, Leadership, Corporate Finance, Due Diligence, Bonds
Education
DePaul University 2006 — 2010
Bachelor's, Finance
Quigley 2002 — 2006
Diploma
Paloma Equity Partners January 2015 - Present
HD Ventures December 2014 - Present
SilverStream Capital 2012 - 2014
Bank of America Merrill Lynch 2010 - 2012
Student Finance Association June 2009 - June 2010
Fortuna Advisors LLC October 2009 - April 2010
Bank of America June 2009 - August 2009
Houlihan Smith & Company, Inc. September 2008 - May 2009
PricewaterhouseCoopers June 2008 - August 2008
Merrill Lynch March 2008 - June 2008
Skills
Leveraged Finance, Loans, High Yield, LBO, Credit, Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Private Equity, Leadership, Corporate Finance, Due Diligence, Bonds
Education
DePaul University 2006 — 2010
Bachelor's, Finance
Quigley 2002 — 2006
Diploma
Joanna Dlugosz Joanna Dlugosz's Merrill Lynch Experience March 2013 - Present
Job Officer, Trade Execution, Merrill Lynch, CBOE
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch May 2008 - April 2013
Merrill Lynch September 2004 - May 2008
Dominicks Finer Foods September 2002 - May 2008
Skills
Options, Series 7, Series 63, Bloomberg, Derivatives, Equities, Financial Markets, Investments, Securities, Trading
Education
DePaul University 2006 — 2008
B.A., Finance
Moraine Valley Community College
Associate of Science
Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch May 2008 - April 2013
Merrill Lynch September 2004 - May 2008
Dominicks Finer Foods September 2002 - May 2008
Skills
Options, Series 7, Series 63, Bloomberg, Derivatives, Equities, Financial Markets, Investments, Securities, Trading
Education
DePaul University 2006 — 2008
B.A., Finance
Moraine Valley Community College
Associate of Science
Hina Khalid's Merrill Lynch Experience November 2004 - December 2006
Job Accounting Professional
Industry Accounting
Experience
Wabash Center October 2014 - September 2015
Industrial Federal Credit Union October 2013 - October 2014
Amalgamated Bank of Chicago January 2012 - October 2013
Arthur J. Gallagher & Co. September 2011 - December 2011
Mutual Insurance Company of Arizona August 2008 - August 2011
Merrill Lynch November 2004 - December 2006
Skills
Financial Software..., Microsoft Dynamics NAV, Financial Reporting, Accounting, ADP Payroll, JD Edwards, Internal Controls, Fixed Assets, Internal Audit, Financial Statements, Process Improvement, Financial Analysis, Accounts Payable, Cognos, IFRS, Finance, Budgets, GAAP, Account Reconciliation, Managerial Finance, Analysis, Management, Fiserv, ProFinancials, General Ledger, US GAAP, Variance Analysis, Bank Reconciliation, Financial Accounting, Microsoft Excel, Forecasting, Strategic Planning, Mergers, Balance, Financial Modeling, Cash Flow, Depreciation, Strategic Financial..., Investments, Cash Management, Corporate Finance, ISO 9000
Education
DePaul University 2002 — 2008
B.S, accounting, finance, Cum Laude
Wabash Center October 2014 - September 2015
Industrial Federal Credit Union October 2013 - October 2014
Amalgamated Bank of Chicago January 2012 - October 2013
Arthur J. Gallagher & Co. September 2011 - December 2011
Mutual Insurance Company of Arizona August 2008 - August 2011
Merrill Lynch November 2004 - December 2006
Skills
Financial Software..., Microsoft Dynamics NAV, Financial Reporting, Accounting, ADP Payroll, JD Edwards, Internal Controls, Fixed Assets, Internal Audit, Financial Statements, Process Improvement, Financial Analysis, Accounts Payable, Cognos, IFRS, Finance, Budgets, GAAP, Account Reconciliation, Managerial Finance, Analysis, Management, Fiserv, ProFinancials, General Ledger, US GAAP, Variance Analysis, Bank Reconciliation, Financial Accounting, Microsoft Excel, Forecasting, Strategic Planning, Mergers, Balance, Financial Modeling, Cash Flow, Depreciation, Strategic Financial..., Investments, Cash Management, Corporate Finance, ISO 9000
Education
DePaul University 2002 — 2008
B.S, accounting, finance, Cum Laude
Heather M. Wright Heather M. Wright's Merrill Lynch Experience July 2013 - July 2014
Job Real Estate Broker | Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage Lake Forest May 2015 - Present
Ehlert Financial Group, Inc. July 2014 - October 2014
Merrill Lynch July 2013 - July 2014
BMO Financial Group November 2010 - November 2012
BMO Financial Group July 2006 - November 2010
Northern Trust March 2000 - September 2004
Northern Trust 1993 - 2000
Skills
Wealth Management, Financial Planning, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Leadership, Client management, Marketing, Training, Management, Sales, Financial Services, Wealth Management..., Banking, CRM, New Business Development, Sales Management, Investment Management, High Net Worth..., Finance, Insurance, Relationship Management, Series 7, Private Banking, Wealth, Mutual Funds, Retirement, Investment Advisory, Investment Strategies, Securities, Retirement Planning, Small Business, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1998
MBA, Marketing and Finance
Southern Methodist University
BA, Liberal Arts - Economics
Coldwell Banker Residential Brokerage Lake Forest May 2015 - Present
Ehlert Financial Group, Inc. July 2014 - October 2014
Merrill Lynch July 2013 - July 2014
BMO Financial Group November 2010 - November 2012
BMO Financial Group July 2006 - November 2010
Northern Trust March 2000 - September 2004
Northern Trust 1993 - 2000
Skills
Wealth Management, Financial Planning, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Leadership, Client management, Marketing, Training, Management, Sales, Financial Services, Wealth Management..., Banking, CRM, New Business Development, Sales Management, Investment Management, High Net Worth..., Finance, Insurance, Relationship Management, Series 7, Private Banking, Wealth, Mutual Funds, Retirement, Investment Advisory, Investment Strategies, Securities, Retirement Planning, Small Business, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1998
MBA, Marketing and Finance
Southern Methodist University
BA, Liberal Arts - Economics
Dominick Giordano's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch February 2013 - December 2013
Alliance Pharmacy Services February 2009 - October 2010
Skills
Facebook, Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Event Planning, Microsoft Excel, Social Networking, Microsoft Word, Photoshop, Customer Service, Time Management, Public Relations, Retail, Fashion, Advertising, Marketing, Sales, Public Speaking, Leadership, Management, Teamwork, Event Management, Market Research
Education
DePaul University 2011 — 2016
Bachelor's degree, Business Economics, Sophmore
Merrill Lynch June 2015 - Present
Merrill Lynch February 2013 - December 2013
Alliance Pharmacy Services February 2009 - October 2010
Skills
Facebook, Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Event Planning, Microsoft Excel, Social Networking, Microsoft Word, Photoshop, Customer Service, Time Management, Public Relations, Retail, Fashion, Advertising, Marketing, Sales, Public Speaking, Leadership, Management, Teamwork, Event Management, Market Research
Education
DePaul University 2011 — 2016
Bachelor's degree, Business Economics, Sophmore
Nate Biser Nate Biser's Merrill Lynch Experience 2012 - 2012
Job Broker at Coldwell Banker
Industry Real Estate
Experience
Bob Floss & Son Realty November 2014 - February 2015
Sheridan Property Holdings Group June 2009 - October 2014
FIRST Insurance Funding Corp September 2013 - April 2014
Northwestern Mutual Financial Network December 2011 - June 2012
Merrill Lynch 2012 - 2012
Skills
Microsoft Excel, Sales, Life Insurance, Term Life Insurance, Disability Insurance, Project Management, commercial property..., Real Estate
Education
DePaul University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Bob Floss & Son Realty November 2014 - February 2015
Sheridan Property Holdings Group June 2009 - October 2014
FIRST Insurance Funding Corp September 2013 - April 2014
Northwestern Mutual Financial Network December 2011 - June 2012
Merrill Lynch 2012 - 2012
Skills
Microsoft Excel, Sales, Life Insurance, Term Life Insurance, Disability Insurance, Project Management, commercial property..., Real Estate
Education
DePaul University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Nev Fazlioski's Merrill Lynch Experience August 2010 - February 2011
Job Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2015 - Present
TS Capital, LLC January 2014 - April 2015
Deutsche Bank February 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Merrill Lynch August 2010 - February 2011
Skills
Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, ETFs, Alternative Investments, Private Equity, Asset Management, Wealth Management, Finance, Financial Analysis, Financial Services, Retirement Planning, Retirement
Education
DePaul University 2006 — 2011
Finance, Buisness
Janus Capital Group May 2015 - Present
TS Capital, LLC January 2014 - April 2015
Deutsche Bank February 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Merrill Lynch August 2010 - February 2011
Skills
Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, ETFs, Alternative Investments, Private Equity, Asset Management, Wealth Management, Finance, Financial Analysis, Financial Services, Retirement Planning, Retirement
Education
DePaul University 2006 — 2011
Finance, Buisness
Kasia Wiselka Kasia Wiselka's Merrill Lynch Experience June 2015 - Present
Job Ambitious leader passionate about developing teams to reach their full potential.
Industry Banking
Experience
Merrill Lynch June 2015 - Present
Bank of America February 2013 - April 2015
Bank of America September 2012 - March 2013
Bank of America February 2012 - September 2012
Bank of America April 2011 - February 2012
Bank of America August 2007 - April 2011
People's Choice Home Loan 2006 - 2007
Argent Mortgage 2005 - 2006
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Loans, Credit, Team Leadership, Retail Banking, Banking, Consumer Lending, Customer Service, Leadership, Management, Relationship Management, Risk Management
Education
DePaul University 2007 — 2010
Bachelor's degree, Finance, General
Triton College 2005 — 2007
Associate in Science, Finance, General
Merrill Lynch June 2015 - Present
Bank of America February 2013 - April 2015
Bank of America September 2012 - March 2013
Bank of America February 2012 - September 2012
Bank of America April 2011 - February 2012
Bank of America August 2007 - April 2011
People's Choice Home Loan 2006 - 2007
Argent Mortgage 2005 - 2006
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Loans, Credit, Team Leadership, Retail Banking, Banking, Consumer Lending, Customer Service, Leadership, Management, Relationship Management, Risk Management
Education
DePaul University 2007 — 2010
Bachelor's degree, Finance, General
Triton College 2005 — 2007
Associate in Science, Finance, General
Robert Chignoli's Merrill Lynch Experience July 2013 - March 2014
Job Institutional Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Merrill Lynch July 2013 - March 2014
Entertainment Cruises Inc. June 2013 - August 2013
LA Fitness September 2009 - December 2011
Skills
Sales, Leadership, Management, Finance, Customer Service, Investments, Financial Analysis, Financial Services, Banking, Portfolio Management, Wealth Management, Economics, Equities, Financial Advisory
Education
DePaul University 2010 — 2014
Finance, General
Morgan Stanley May 2014 - Present
Merrill Lynch July 2013 - March 2014
Entertainment Cruises Inc. June 2013 - August 2013
LA Fitness September 2009 - December 2011
Skills
Sales, Leadership, Management, Finance, Customer Service, Investments, Financial Analysis, Financial Services, Banking, Portfolio Management, Wealth Management, Economics, Equities, Financial Advisory
Education
DePaul University 2010 — 2014
Finance, General
Sophia Masseria's Merrill Lynch Experience January 2010 - June 2010
Job Implementation Manager at Nationwide Financial
Industry Accounting
Experience
Nationwide Financial March 2015 - Present
Nationwide Financial July 2013 - Present
Nationwide Financial December 2011 - Present
Cantina Laredo July 2009 - August 2012
Merrill Lynch January 2010 - June 2010
Skills
Financial Analysis, Strategic Financial..., Finance, Retirement Planning, Financial Planners, Investments, Financial Modeling, Mutual Funds, Access, Microsoft Excel, 401k, Managerial Finance, Sarbanes-Oxley Act
Education
The Ohio State University 2007 — 2011
Bachelor's degree, Accounting
DePaul University 2006 — 2006
Nationwide Financial March 2015 - Present
Nationwide Financial July 2013 - Present
Nationwide Financial December 2011 - Present
Cantina Laredo July 2009 - August 2012
Merrill Lynch January 2010 - June 2010
Skills
Financial Analysis, Strategic Financial..., Finance, Retirement Planning, Financial Planners, Investments, Financial Modeling, Mutual Funds, Access, Microsoft Excel, 401k, Managerial Finance, Sarbanes-Oxley Act
Education
The Ohio State University 2007 — 2011
Bachelor's degree, Accounting
DePaul University 2006 — 2006
Shah Alam's Merrill Lynch Experience March 2007 - June 2007
Job Senior Financial Analyst at NorthShore University HealthSystem
Industry Financial Services
Experience
NorthShore University HealthSystem March 2012 - Present
Northern Trust July 2008 - March 2012
Walgreens 2004 - 2008
Merrill Lynch March 2007 - June 2007
Skills
Bloomberg, Financial Analysis, Fixed Income, Real Estate Economics, Financial Modeling, Financial Reporting, Account Reconciliation, Value Investing, Accounting, Commodity, Finance, Valuation, Investments, Wealth Management, Portfolio Management, Banking, Risk Management, Equities
Education
Northwestern University 2013 — 2015
Master's degree, Public Policy in healthcare Administration
DePaul University 2004 — 2008
Commerce, Finance
NorthShore University HealthSystem March 2012 - Present
Northern Trust July 2008 - March 2012
Walgreens 2004 - 2008
Merrill Lynch March 2007 - June 2007
Skills
Bloomberg, Financial Analysis, Fixed Income, Real Estate Economics, Financial Modeling, Financial Reporting, Account Reconciliation, Value Investing, Accounting, Commodity, Finance, Valuation, Investments, Wealth Management, Portfolio Management, Banking, Risk Management, Equities
Education
Northwestern University 2013 — 2015
Master's degree, Public Policy in healthcare Administration
DePaul University 2004 — 2008
Commerce, Finance
Julia Kagan, CPA Julia Kagan, CPA's Merrill Lynch Experience September 2003 - July 2004
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2010 - Present
Corn Products International March 2009 - February 2011
RSM McGladrey July 2004 - February 2009
Merrill Lynch September 2003 - July 2004
Raleigh Capital Management April 2003 - July 2004
Merrill Lynch November 2002 - April 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Internal Controls, Auditing, Accounting, Forecasting, Variance Analysis, Account Reconciliation, General Ledger, GAAP, Financial Statements, Analysis, Tax, Management, Leadership, Pricing, Credit, Accounts Receivable, Banking, Bookkeeping, Budgets, Business Process, CPA, Cash Flow
Education
DePaul University 2000 — 2004
BS in Accountancy and Finance, Finance, Accounting
JP Morgan Chase September 2010 - Present
Corn Products International March 2009 - February 2011
RSM McGladrey July 2004 - February 2009
Merrill Lynch September 2003 - July 2004
Raleigh Capital Management April 2003 - July 2004
Merrill Lynch November 2002 - April 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Internal Controls, Auditing, Accounting, Forecasting, Variance Analysis, Account Reconciliation, General Ledger, GAAP, Financial Statements, Analysis, Tax, Management, Leadership, Pricing, Credit, Accounts Receivable, Banking, Bookkeeping, Budgets, Business Process, CPA, Cash Flow
Education
DePaul University 2000 — 2004
BS in Accountancy and Finance, Finance, Accounting
Hilda Corral Carbajal Hilda Corral Carbajal's Merrill Lynch Experience March 2004 - June 2004
Job Vice President at GE Capital
Industry Financial Services
Experience
GE Capital July 2013 - Present
GE Capital December 2011 - July 2013
GE Capital August 2007 - December 2011
GE Capital June 2005 - August 2007
SC Johnson June 2004 - August 2004
Merrill Lynch March 2004 - June 2004
Skills
Portfolio Management, Private Equity, Investments, Equities, Debt, Equipment Finance, Loan Origination, Finance, Commercial Lending, Valuation, Capital Markets, Due Diligence, Mergers & Acquisitions, Financial Structuring, Structured Finance, Corporate Finance, Financial Modeling, Loans, Cash Flow, Leveraged Finance, Credit Analysis, Wealth Management, Financial Analysis, Strategy, Credit, Risk Management, Banking, Asset Based Lending, Financial Services, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance & SEV (Strategy, Execution, and Valuation)
DePaul University
Bachelor's Degree, Finance & Accounting - Magna Cum Laude
Immaculate Heart of Mary High School
GE Capital July 2013 - Present
GE Capital December 2011 - July 2013
GE Capital August 2007 - December 2011
GE Capital June 2005 - August 2007
SC Johnson June 2004 - August 2004
Merrill Lynch March 2004 - June 2004
Skills
Portfolio Management, Private Equity, Investments, Equities, Debt, Equipment Finance, Loan Origination, Finance, Commercial Lending, Valuation, Capital Markets, Due Diligence, Mergers & Acquisitions, Financial Structuring, Structured Finance, Corporate Finance, Financial Modeling, Loans, Cash Flow, Leveraged Finance, Credit Analysis, Wealth Management, Financial Analysis, Strategy, Credit, Risk Management, Banking, Asset Based Lending, Financial Services, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance & SEV (Strategy, Execution, and Valuation)
DePaul University
Bachelor's Degree, Finance & Accounting - Magna Cum Laude
Immaculate Heart of Mary High School
Nate Gabriel Blackburn Nate Gabriel Blackburn's Merrill Lynch Experience August 2004 - December 2004
Job Vice President of Sales | People Builder | Growing Revenue
Industry Information Technology and Services
Experience
Acquirent August 2015 - Present
Acquirent June 2012 - August 2015
American Medical Association June 2012 - November 2014
Acquirent April 2011 - June 2012
Madison Street Capital July 2010 - March 2011
Wireless Connexion Corp April 2008 - July 2010
Food for Thought July 2005 - April 2007
Merrill Lynch August 2004 - December 2004
Skills
Leadership, Business Development, New Business Development, Training, B2B, Management, Negotiation, Start-ups, Sales Management, Sales Presentations, Financial Analysis, Strategy, Strategic Planning, Lead Generation, Entrepreneurship, Finance, Sales, Selling, Marketing, Strategic Partnerships, Cold Calling, Sales Operations, Time Management, CRM, Account Management, Sales Process
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2011
MBA, Finance, Management
Comedy Sportz 2011 — 2011
DePaul University 2001 — 2005
B.S., Finance, Economics
Katholieke Universiteit Leuven 2004 — 2004
STUDY, ECON, EU intergration
Acquirent August 2015 - Present
Acquirent June 2012 - August 2015
American Medical Association June 2012 - November 2014
Acquirent April 2011 - June 2012
Madison Street Capital July 2010 - March 2011
Wireless Connexion Corp April 2008 - July 2010
Food for Thought July 2005 - April 2007
Merrill Lynch August 2004 - December 2004
Skills
Leadership, Business Development, New Business Development, Training, B2B, Management, Negotiation, Start-ups, Sales Management, Sales Presentations, Financial Analysis, Strategy, Strategic Planning, Lead Generation, Entrepreneurship, Finance, Sales, Selling, Marketing, Strategic Partnerships, Cold Calling, Sales Operations, Time Management, CRM, Account Management, Sales Process
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2011
MBA, Finance, Management
Comedy Sportz 2011 — 2011
DePaul University 2001 — 2005
B.S., Finance, Economics
Katholieke Universiteit Leuven 2004 — 2004
STUDY, ECON, EU intergration
Jonathan DeVilla's Merrill Lynch Experience January 2008 - June 2010
Job Analytics Manager, Strategy at Saatchi & Saatchi LA
Industry Marketing and Advertising
Experience
Saatchi & Saatchi LA January 2015 - Present
Digitas November 2011 - May 2014
Digitas June 2010 - November 2011
Merrill Lynch January 2008 - June 2010
UBS December 2005 - March 2006
Merrill Lynch November 2004 - February 2005
Skills
Valuation, Strategy, Financial Analysis, DoubleClick, Finance, Strategic Financial..., Digital Strategy, Portfolio Management, Analysis, Financial Modeling
Education
DePaul University 2002 — 2006
Bachelors, Finance & Marketing
Saatchi & Saatchi LA January 2015 - Present
Digitas November 2011 - May 2014
Digitas June 2010 - November 2011
Merrill Lynch January 2008 - June 2010
UBS December 2005 - March 2006
Merrill Lynch November 2004 - February 2005
Skills
Valuation, Strategy, Financial Analysis, DoubleClick, Finance, Strategic Financial..., Digital Strategy, Portfolio Management, Analysis, Financial Modeling
Education
DePaul University 2002 — 2006
Bachelors, Finance & Marketing
Helen O. Harnack Helen O. Harnack's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group February 2014 - Present
Merrill Lynch August 2011 - Present
Skills
Strategic Financial..., Financial Analysis, Nursing, Healthcare Management, Healthcare, Clinical Research, Retirement Planning, General Insurance, 529 Plans, Life Insurance, Term Life Insurance, Disability Insurance, Finance, Series 7
Education
DePaul University
Certified Financial Planning
Saint Xavier University
bachelor in science and nursing
BMO Financial Group February 2014 - Present
Merrill Lynch August 2011 - Present
Skills
Strategic Financial..., Financial Analysis, Nursing, Healthcare Management, Healthcare, Clinical Research, Retirement Planning, General Insurance, 529 Plans, Life Insurance, Term Life Insurance, Disability Insurance, Finance, Series 7
Education
DePaul University
Certified Financial Planning
Saint Xavier University
bachelor in science and nursing
Jennifer Fajuri Jennifer Fajuri's Merrill Lynch Experience 2010 - 2012
Job Registered Private Wealth Associate Merrill Lynch Private Banking and Investments
Industry Financial Services
Experience
Merrill Lynch Private Banking And Investments August 2015 - Present
Wells Fargo Advisors, LLC 2013 - August 2015
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Education
DePaul University
Bachelor of Arts, Business and Entrepreneurship
Merrill Lynch Private Banking And Investments August 2015 - Present
Wells Fargo Advisors, LLC 2013 - August 2015
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Education
DePaul University
Bachelor of Arts, Business and Entrepreneurship
Chris Sedlacek-Sustr Chris Sedlacek-Sustr's Merrill Lynch Experience October 1984 - January 1988
Job Owner, MyCharmedLife
Industry Luxury Goods & Jewelry
Experience
MyCharmedLife June 2002 - Present
Verio June 1998 - February 2002
ANTEC 1994 - 1997
Centel (Aquired by Sprint Corp) July 1988 - December 1993
Merrill Lynch October 1984 - January 1988
Reliable Eletric/Utility Products 1980 - 1984
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Marketing
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Bachelors, Finance
MyCharmedLife June 2002 - Present
Verio June 1998 - February 2002
ANTEC 1994 - 1997
Centel (Aquired by Sprint Corp) July 1988 - December 1993
Merrill Lynch October 1984 - January 1988
Reliable Eletric/Utility Products 1980 - 1984
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Marketing
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Bachelors, Finance
Dustin Van Peursem Dustin Van Peursem's Merrill Lynch Experience February 1997 - September 2003
Job Vice President Commercial Banking
Industry Banking
Experience
Johnson Financial Group April 2009 - Present
Monroe Capital March 2007 - April 2009
JPMorgan Chase September 2003 - March 2007
Merrill Lynch February 1997 - September 2003
Firstar Bank October 1995 - March 1997
Skills
Commercial Lending, Capital Markets, Underwriting, Commercial Banking, Loans, Credit, Finance, Portfolio Management, Mergers & Acquisitions, Financial Structuring, Financial Risk, Asset Management, Equities, Leveraged Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
University of Wisconsin-Madison 1990 — 1994
BS, Economics
Johnson Financial Group April 2009 - Present
Monroe Capital March 2007 - April 2009
JPMorgan Chase September 2003 - March 2007
Merrill Lynch February 1997 - September 2003
Firstar Bank October 1995 - March 1997
Skills
Commercial Lending, Capital Markets, Underwriting, Commercial Banking, Loans, Credit, Finance, Portfolio Management, Mergers & Acquisitions, Financial Structuring, Financial Risk, Asset Management, Equities, Leveraged Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
University of Wisconsin-Madison 1990 — 1994
BS, Economics
Cara Esser, CFA's Merrill Lynch Experience June 2003 - August 2003
Job CEF Strategist/Senior Analyst Fixed Income Manager Research
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar April 2013 - September 2013
Morningstar July 2010 - April 2013
American Association of Individual Investors September 2004 - July 2010
Merrill Lynch June 2003 - August 2003
Edward Jones June 2002 - August 2002
Skills
Closed-end Funds, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investments, Investment Strategies, Analysis, Options, Financial Analysis, Writing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, 3.9
University of Missouri-Columbia 2000 — 2004
Bachelors, Finance and Banking, 3.9
Morningstar September 2013 - Present
Morningstar April 2013 - September 2013
Morningstar July 2010 - April 2013
American Association of Individual Investors September 2004 - July 2010
Merrill Lynch June 2003 - August 2003
Edward Jones June 2002 - August 2002
Skills
Closed-end Funds, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investments, Investment Strategies, Analysis, Options, Financial Analysis, Writing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, 3.9
University of Missouri-Columbia 2000 — 2004
Bachelors, Finance and Banking, 3.9
Taryn (Hein) Battistoni Taryn (Hein) Battistoni's Merrill Lynch Experience June 2007 - September 2007
Job Sr. Treasury Analyst at HAVI Global Solutions
Industry Financial Services
Experience
HAVI Global Solutions November 2014 - Present
Golub Capital September 2013 - November 2014
Motorola Mobility November 2010 - September 2011
Motorola Mobility July 2009 - November 2010
Motorola Mobility September 2008 - July 2009
Merrill Lynch June 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Financial Forecasting, Hyperion Planning, Data Analysis, Treasury, Cash Management, Risk Management, FX Hedging, Microsoft Excel, Essbase, Microsoft Office, Department Budgeting, Oracle
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Applied Economics
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
HAVI Global Solutions November 2014 - Present
Golub Capital September 2013 - November 2014
Motorola Mobility November 2010 - September 2011
Motorola Mobility July 2009 - November 2010
Motorola Mobility September 2008 - July 2009
Merrill Lynch June 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Financial Forecasting, Hyperion Planning, Data Analysis, Treasury, Cash Management, Risk Management, FX Hedging, Microsoft Excel, Essbase, Microsoft Office, Department Budgeting, Oracle
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2012
Master of Business Administration (MBA), Applied Economics
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Nicholas Krammer Nicholas Krammer's Merrill Lynch Experience August 2010 - January 2011
Job Business Consultant, Northern Trust
Industry Banking
Experience
Northern Trust Corporation March 2014 - Present
Northern Trust August 2013 - March 2014
Merrill Lynch August 2010 - January 2011
Starbucks June 2008 - August 2010
Bucom International May 2008 - June 2009
Skills
Microsoft Office, Sports, Social Media, Event Planning, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Word, Facebook, Leadership, Marketing, Social Media Marketing, Finance, Time Management, PowerPoint, Social Networking, Management, Research, Outlook, Event Management, Teamwork, Market Research
Education
DePaul University 2008 — 2012
Bachelor of Science in Business, Finance
Northern Trust Corporation March 2014 - Present
Northern Trust August 2013 - March 2014
Merrill Lynch August 2010 - January 2011
Starbucks June 2008 - August 2010
Bucom International May 2008 - June 2009
Skills
Microsoft Office, Sports, Social Media, Event Planning, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Word, Facebook, Leadership, Marketing, Social Media Marketing, Finance, Time Management, PowerPoint, Social Networking, Management, Research, Outlook, Event Management, Teamwork, Market Research
Education
DePaul University 2008 — 2012
Bachelor of Science in Business, Finance
Brock LaMarca Brock LaMarca's Merrill Lynch Experience August 1986 - November 1989
Job Senior Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial November 1989 - Present
Merrill Lynch August 1986 - November 1989
Education
Michigan State University
B.S.
DePaul University - Charles H. Kellstadt Graduate School of Business
Finance
Mesirow Financial November 1989 - Present
Merrill Lynch August 1986 - November 1989
Education
Michigan State University
B.S.
DePaul University - Charles H. Kellstadt Graduate School of Business
Finance
William Schau William Schau's Merrill Lynch Experience February 2013 - April 2013
Job Client Services Representative at Home Team Sports, a division of Fox Sports Media Group
Industry Marketing and Advertising
Experience
FOX Sports December 2014 - Present
FOX Sports August 2013 - Present
Good Day DePaul January 2012 - June 2013
Merrill Lynch February 2013 - April 2013
WGN-TV September 2012 - December 2012
Skills
Advertising Sales, Broadcast Journalism, Mobile Advertising, Social Media, Video, Editing, Final Cut Pro, Producing, Television, Radio Producing, News Writing, Facebook, Social Networking, Social Media Marketing, Radio Broadcasting, Reporter Good Day DePaul, Management, Creative Writing, New Media, Breaking News, Interviews, Sports, Field Producing, On-air Reporting, Newsletters, Online Advertising, Digital Media
Education
DePaul University 2010 — 2013
Bachelor's degree, Broadcast Journalism
College of Mount St. Joseph 2008 — 2010
Bachelor's degree, Communication and Media Studies
FOX Sports December 2014 - Present
FOX Sports August 2013 - Present
Good Day DePaul January 2012 - June 2013
Merrill Lynch February 2013 - April 2013
WGN-TV September 2012 - December 2012
Skills
Advertising Sales, Broadcast Journalism, Mobile Advertising, Social Media, Video, Editing, Final Cut Pro, Producing, Television, Radio Producing, News Writing, Facebook, Social Networking, Social Media Marketing, Radio Broadcasting, Reporter Good Day DePaul, Management, Creative Writing, New Media, Breaking News, Interviews, Sports, Field Producing, On-air Reporting, Newsletters, Online Advertising, Digital Media
Education
DePaul University 2010 — 2013
Bachelor's degree, Broadcast Journalism
College of Mount St. Joseph 2008 — 2010
Bachelor's degree, Communication and Media Studies
Michael Marciniec, PMP's Merrill Lynch Experience June 1998 - May 1999
Job Senior Project Manager at Truckstop.com
Industry Financial Services
Experience
Truckstop.com July 2015 - Present
Northern Trust Corporation November 2014 - July 2015
The EXPERTS Bench June 2013 - October 2014
BMO Harris Bank June 2013 - October 2014
Northern Trust June 2010 - June 2013
Northern Trust June 2008 - May 2010
Morgan Stanley December 2003 - January 2008
Morgan Stanley April 2000 - December 2003
Capital Forensics May 1999 - April 2000
Merrill Lynch June 1998 - May 1999
Skills
Teamwork, Problem Solving, Stock, Team Leadership, Equities, Trading, Stocks, Fixed Income, Time Management, Customer Service, Cross-functional Team..., Creative Problem Solving, Results Oriented, Critical Thinking, Process Improvement, Fast Learner, Goal Oriented, Virtual Teams, Leadership, Strategy, Analysis, Business Analysis, Financial Services, Management, Portfolio Management, Finance, Banking, Risk Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
MBA
Illinois Institute of Technology 2001 — 2002
University of Illinois at Urbana-Champaign 1994 — 1998
B.S.
Truckstop.com July 2015 - Present
Northern Trust Corporation November 2014 - July 2015
The EXPERTS Bench June 2013 - October 2014
BMO Harris Bank June 2013 - October 2014
Northern Trust June 2010 - June 2013
Northern Trust June 2008 - May 2010
Morgan Stanley December 2003 - January 2008
Morgan Stanley April 2000 - December 2003
Capital Forensics May 1999 - April 2000
Merrill Lynch June 1998 - May 1999
Skills
Teamwork, Problem Solving, Stock, Team Leadership, Equities, Trading, Stocks, Fixed Income, Time Management, Customer Service, Cross-functional Team..., Creative Problem Solving, Results Oriented, Critical Thinking, Process Improvement, Fast Learner, Goal Oriented, Virtual Teams, Leadership, Strategy, Analysis, Business Analysis, Financial Services, Management, Portfolio Management, Finance, Banking, Risk Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
MBA
Illinois Institute of Technology 2001 — 2002
University of Illinois at Urbana-Champaign 1994 — 1998
B.S.
Chad Rautmann's Merrill Lynch Experience May 2005 - November 2008
Job Director of Operations at Chicago Clearing Corporation
Industry Financial Services
Experience
Chicago Clearing Corporation December 2008 - Present
Merrill Lynch May 2005 - November 2008
Pax Clearing Corporation November 2000 - April 2005
Skills
Financial Modeling, Equities, Financial Analysis, Series 7, Securities, Hedge Funds, Trading, Derivatives, Fixed Income, Asset Management, Valuation, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA, Finance and Strategy, Execution, and Valuation
University of Wisconsin-Madison 1995 — 2000
BBA, Finance, Investments, and Banking
Chicago Clearing Corporation December 2008 - Present
Merrill Lynch May 2005 - November 2008
Pax Clearing Corporation November 2000 - April 2005
Skills
Financial Modeling, Equities, Financial Analysis, Series 7, Securities, Hedge Funds, Trading, Derivatives, Fixed Income, Asset Management, Valuation, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA, Finance and Strategy, Execution, and Valuation
University of Wisconsin-Madison 1995 — 2000
BBA, Finance, Investments, and Banking
Duane Mangahas's Merrill Lynch Experience June 2001 - July 2005
Job Manager, Execution and Market Data Systems
Industry Computer Software
Experience
Clearing Firm December 2014 - Present
Trading Technologies May 2010 - December 2014
Trading Technologies March 2006 - April 2010
Citadel LLC August 2005 - March 2006
Merrill Lynch June 2001 - July 2005
Siren Technologies August 1999 - July 2000
Thomson Reuters August 1998 - July 1999
Skills
Exchange Connectivity, Electronic Trading, Data Center, Market Data, TCP/IP, ITIL, Software Development, Trading Systems, SQL, Unix, Low Latency, Trading System, Options, Derivatives, Linux, Financial Markets, Disaster Recovery, Multithreading, Perl
Education
DePaul University
Bachelor of Science (B.S.), Computer Science
Clearing Firm December 2014 - Present
Trading Technologies May 2010 - December 2014
Trading Technologies March 2006 - April 2010
Citadel LLC August 2005 - March 2006
Merrill Lynch June 2001 - July 2005
Siren Technologies August 1999 - July 2000
Thomson Reuters August 1998 - July 1999
Skills
Exchange Connectivity, Electronic Trading, Data Center, Market Data, TCP/IP, ITIL, Software Development, Trading Systems, SQL, Unix, Low Latency, Trading System, Options, Derivatives, Linux, Financial Markets, Disaster Recovery, Multithreading, Perl
Education
DePaul University
Bachelor of Science (B.S.), Computer Science
Saad W Qazi's Merrill Lynch Experience January 2008 - January 2010
Job Software Support/Hardware Engineer
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2008 - January 2010
Merrill Lynch January 2004 - January 2007
ABN AMRO January 2001 - January 2004
ABN AMRO April 1997 - January 2001
Skills
Trading Systems
Education
Northwestern University 2007 — 2008
MSCIS, Information Systems
DePaul University 1998 — 2001
BSIT, Network Technologies
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2008 - January 2010
Merrill Lynch January 2004 - January 2007
ABN AMRO January 2001 - January 2004
ABN AMRO April 1997 - January 2001
Skills
Trading Systems
Education
Northwestern University 2007 — 2008
MSCIS, Information Systems
DePaul University 1998 — 2001
BSIT, Network Technologies
Josip Soldo's Merrill Lynch Experience April 2013 - Present
Job Senior Reg Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch July 2002 - April 2013
Education
DePaul University 1998 — 2002
BS, Finance
Merrill Lynch April 2013 - Present
Merrill Lynch July 2002 - April 2013
Education
DePaul University 1998 — 2002
BS, Finance
Paul Lishnevsky's Merrill Lynch Experience January 2004 - April 2006
Job President, Exam Glove Division at Medline Industries
Industry Hospital & Health Care
Experience
Medline Industries October 2013 - Present
Medline Industries June 2011 - October 2013
Medline Industries July 2010 - June 2011
Medline Industries July 2009 - June 2010
Realty Capital Partners June 2008 - September 2008
New Trier Partners March 2008 - June 2008
Abbott Laboratories April 2006 - September 2007
Merrill Lynch January 2004 - April 2006
Skills
Valuation, Private Equity, Investments, Business Strategy, Forecasting, Finance, Market Research, Competitive Analysis, Cross-functional Team..., Product Launch, Product Marketing, Product Management, Medical Devices, Product Development, Strategy, Marketing Strategy, Pricing Strategy, Strategic Planning, Market Analysis, Analytics, Negotiation, Financial Modeling, Leadership, Mergers & Acquisitions, Portfolio Management, P&L Management, Pricing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Management, Strategy, Marketing, Finance, Major GPA 4.0 / 4.0
DePaul University 2000 — 2003
Bachelor's Degree, Finance, Major GPA 4.0 / 4.0
Medline Industries October 2013 - Present
Medline Industries June 2011 - October 2013
Medline Industries July 2010 - June 2011
Medline Industries July 2009 - June 2010
Realty Capital Partners June 2008 - September 2008
New Trier Partners March 2008 - June 2008
Abbott Laboratories April 2006 - September 2007
Merrill Lynch January 2004 - April 2006
Skills
Valuation, Private Equity, Investments, Business Strategy, Forecasting, Finance, Market Research, Competitive Analysis, Cross-functional Team..., Product Launch, Product Marketing, Product Management, Medical Devices, Product Development, Strategy, Marketing Strategy, Pricing Strategy, Strategic Planning, Market Analysis, Analytics, Negotiation, Financial Modeling, Leadership, Mergers & Acquisitions, Portfolio Management, P&L Management, Pricing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Management, Strategy, Marketing, Finance, Major GPA 4.0 / 4.0
DePaul University 2000 — 2003
Bachelor's Degree, Finance, Major GPA 4.0 / 4.0
Bethany Neckvatal's Merrill Lynch Experience 2002 - 2006
Job Senior Vice President, Head of Operations at Mesirow Financial Currency Management
Industry Investment Management
Experience
Mesirow Financial April 2015 - Present
Mesirow Financial July 2010 - Present
Terra Nova Financial May 2006 - August 2010
Merrill Lynch 2002 - 2006
CBOE 1998 - 1999
Skills
Series 7, 66, 4, 3, 24,..., Prime Brokerage, Currency Operations, Team Building, Project Management, Vendor Management, Account Management, Contract Management, Performance Metrics, Executive Relationships, Series 7, Currency, Finance, Trading, Equities, Investments, Portfolio Management, Risk Management, Management, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Operations Management
Loyola University of Chicago 1995 — 1999
Bachelor of Business Administration, Finance
Mesirow Financial April 2015 - Present
Mesirow Financial July 2010 - Present
Terra Nova Financial May 2006 - August 2010
Merrill Lynch 2002 - 2006
CBOE 1998 - 1999
Skills
Series 7, 66, 4, 3, 24,..., Prime Brokerage, Currency Operations, Team Building, Project Management, Vendor Management, Account Management, Contract Management, Performance Metrics, Executive Relationships, Series 7, Currency, Finance, Trading, Equities, Investments, Portfolio Management, Risk Management, Management, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Operations Management
Loyola University of Chicago 1995 — 1999
Bachelor of Business Administration, Finance
Mario Bear, MBA's Merrill Lynch Experience September 2015 - Present
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch September 2015 - Present
Capital One Auto Finance January 2012 - Present
J. P. Morgan Chase May 2009 - January 2012
Nbc Telemundo 2007 - 2009
Skills
Relationship Management, Sales Management, Business Development, Credit, Credit Risk, Credit Analysis, Underwriting, Hispanic Market, Banking, E-commerce, New Business Development, Sales, Finance, Commercial Banking, Leadership, Consumer Lending, B2B, Loans, Customer Satisfaction
Education
Keller Graduate School of Management 2009 — 2011
MBA, E-COMMERCE
DePaul University
Bachelors of Science, Management
Merrill Lynch September 2015 - Present
Capital One Auto Finance January 2012 - Present
J. P. Morgan Chase May 2009 - January 2012
Nbc Telemundo 2007 - 2009
Skills
Relationship Management, Sales Management, Business Development, Credit, Credit Risk, Credit Analysis, Underwriting, Hispanic Market, Banking, E-commerce, New Business Development, Sales, Finance, Commercial Banking, Leadership, Consumer Lending, B2B, Loans, Customer Satisfaction
Education
Keller Graduate School of Management 2009 — 2011
MBA, E-COMMERCE
DePaul University
Bachelors of Science, Management
Mark Bova, CFP®, CIMA®'s Merrill Lynch Experience 1998 - 2004
Job Manager, ETF Specialist, Head of ETF Knowledge Center
Industry Financial Services
Experience
Guggenheim Partners July 2012 - September 2015
Guggenheim Partners January 2012 - June 2012
Guggenheim Partners May 2010 - December 2011
Guggenheim Partners 2009 - 2010
Guggenheim Partners 2008 - 2009
Fifth Third Bank 2004 - 2007
Merrill Lynch 1998 - 2004
Skills
Series 7, Series 66, Asset Management, Investments, Mutual Funds, Financial Planning, Portfolio Management, Asset Allocation, Credit, Insurance, Risk Management, Banking, ETFs, Financial Analysis, Budgeting, Accounting, Trading, Estate Planning, Public Speaking, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Securities, Options, Cash Management, Marketing Strategy, Customer Service, Private Banking, Series 24, Zephyr, Salesforce.com
Education
The University of Chicago Booth School of Business
Certified Investment Management Analyst (CIMA) Education Program
DePaul University 2000 — 2002
Certificate Program in Financial Planning
DePaul University 1995 — 1998
BS, Commerce
Guggenheim Partners July 2012 - September 2015
Guggenheim Partners January 2012 - June 2012
Guggenheim Partners May 2010 - December 2011
Guggenheim Partners 2009 - 2010
Guggenheim Partners 2008 - 2009
Fifth Third Bank 2004 - 2007
Merrill Lynch 1998 - 2004
Skills
Series 7, Series 66, Asset Management, Investments, Mutual Funds, Financial Planning, Portfolio Management, Asset Allocation, Credit, Insurance, Risk Management, Banking, ETFs, Financial Analysis, Budgeting, Accounting, Trading, Estate Planning, Public Speaking, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Securities, Options, Cash Management, Marketing Strategy, Customer Service, Private Banking, Series 24, Zephyr, Salesforce.com
Education
The University of Chicago Booth School of Business
Certified Investment Management Analyst (CIMA) Education Program
DePaul University 2000 — 2002
Certificate Program in Financial Planning
DePaul University 1995 — 1998
BS, Commerce
David Gallimore's Merrill Lynch Experience 1980 - 1995
Job Municipal Bond Portfolio Manager
Industry Investment Management
Experience
Fidelity National Financial July 2005 - Present
Stephens Inc. August 2000 - June 2005
JC Bradford LLC February 1997 - July 2000
William Blair, LLC June 1995 - February 1997
Merrill Lynch 1980 - 1995
Skills
Portfolio Management, Bonds, Securities, Trading, Bloomberg, Software Project...
Education
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science (BS), Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business
Fidelity National Financial July 2005 - Present
Stephens Inc. August 2000 - June 2005
JC Bradford LLC February 1997 - July 2000
William Blair, LLC June 1995 - February 1997
Merrill Lynch 1980 - 1995
Skills
Portfolio Management, Bonds, Securities, Trading, Bloomberg, Software Project...
Education
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science (BS), Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business
Brad Oswald's Merrill Lynch Experience February 2007 - April 2010
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch April 2010 - January 2011
Merrill Lynch February 2007 - April 2010
Merrill Lynch July 2001 - February 2007
Skills
Financial Analysis, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Loans, Underwriting, Banking, Credit Risk, Small Business Lending, Relationship Management, Commercial Real Estate
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Strategy, Execution and Valuation
Michigan State University 1997 — 2001
BA, Finance
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch April 2010 - January 2011
Merrill Lynch February 2007 - April 2010
Merrill Lynch July 2001 - February 2007
Skills
Financial Analysis, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Loans, Underwriting, Banking, Credit Risk, Small Business Lending, Relationship Management, Commercial Real Estate
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Strategy, Execution and Valuation
Michigan State University 1997 — 2001
BA, Finance
Irene Olson, MBA's Merrill Lynch Experience April 2013 - Present
Job at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2013 - Present
Discover Financial Services April 2012 - April 2013
Morgan Stanley August 2004 - March 2012
PFG Mortgage Services May 2001 - August 2004
SOLEX Corporation September 1995 - December 2000
C W Costello and Associates June 1995 - September 1995
Greenbrier & Russel June 1993 - June 1995
Innovative Systems Group November 1992 - June 1993
centel June 1990 - October 1992
Sears June 1986 - May 1990
Skills
Business Development, Contract Negotiation, Mortgage Lending, Loans, New Business Development, Finance, Investments, Relationship Management, Series 7, Series 63, Private Banking, Residential Mortgages, Wealth Management, Business Analysis, Underwriting, Banking, Credit, Financial Services, Loan Origination, Financial Risk
Education
DePaul University 1990 — 1992
MBA, Finance
University of Illinois at Chicago 1982 — 1985
BS, Information and Decision Sciences
Merrill Lynch April 2013 - Present
Discover Financial Services April 2012 - April 2013
Morgan Stanley August 2004 - March 2012
PFG Mortgage Services May 2001 - August 2004
SOLEX Corporation September 1995 - December 2000
C W Costello and Associates June 1995 - September 1995
Greenbrier & Russel June 1993 - June 1995
Innovative Systems Group November 1992 - June 1993
centel June 1990 - October 1992
Sears June 1986 - May 1990
Skills
Business Development, Contract Negotiation, Mortgage Lending, Loans, New Business Development, Finance, Investments, Relationship Management, Series 7, Series 63, Private Banking, Residential Mortgages, Wealth Management, Business Analysis, Underwriting, Banking, Credit, Financial Services, Loan Origination, Financial Risk
Education
DePaul University 1990 — 1992
MBA, Finance
University of Illinois at Chicago 1982 — 1985
BS, Information and Decision Sciences
Mingu Kang's Merrill Lynch Experience June 2007 - August 2007
Job CEO at ARIS Technology
Industry Venture Capital & Private Equity
Experience
ARIS Technology November 2012 - Present
Eston Partners April 2012 - Present
Heartland Angels August 2011 - January 2013
Avondale April 2011 - November 2012
Deloitte Consulting July 2009 - March 2011
Goldman Sachs June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Northwestern University 2006 — 2009
Bachelors of Arts
Northwestern University - Kellogg School of Management 2007 — 2009
Kellogg Certificate Program for Undergraduates in Financial Economics
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2010
Masters of Science in Finance
Korean Minjok Leadership Academy 2003 — 2006
ARIS Technology November 2012 - Present
Eston Partners April 2012 - Present
Heartland Angels August 2011 - January 2013
Avondale April 2011 - November 2012
Deloitte Consulting July 2009 - March 2011
Goldman Sachs June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Northwestern University 2006 — 2009
Bachelors of Arts
Northwestern University - Kellogg School of Management 2007 — 2009
Kellogg Certificate Program for Undergraduates in Financial Economics
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2010
Masters of Science in Finance
Korean Minjok Leadership Academy 2003 — 2006
Joe Ritter's Merrill Lynch Experience May 1997 - March 1998
Job Consultant
Industry Financial Services
Experience
Soros Fund Management March 2001 - March 2014
JPMorgan Chase April 2000 - March 2001
PwC April 1998 - April 2000
Merrill Lynch May 1997 - March 1998
Skills
Fixed Income, Hedge Funds, Options, Equities, Derivatives, Trading, Portfolio Management, Trading Systems, Proprietary Trading, Capital Markets, Valuation, Securities, FX Options, Risk Management, Bloomberg, Asset Management, Alternative Investments, Equity Trading
Education
DePaul University
Soros Fund Management March 2001 - March 2014
JPMorgan Chase April 2000 - March 2001
PwC April 1998 - April 2000
Merrill Lynch May 1997 - March 1998
Skills
Fixed Income, Hedge Funds, Options, Equities, Derivatives, Trading, Portfolio Management, Trading Systems, Proprietary Trading, Capital Markets, Valuation, Securities, FX Options, Risk Management, Bloomberg, Asset Management, Alternative Investments, Equity Trading
Education
DePaul University
Catherine Sheedy's Merrill Lynch Experience 1999 - 2004
Job Senior Benefits Analyst at NTT DATA Corporation
Industry Human Resources
Experience
NTT DATA Corporation January 2012 - Present
NTT DATA, Inc. (formerly The Revere Group) August 2004 - January 2012
Merrill Lynch 1999 - 2004
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., HRIS, Talent Management, Employee Relations, Recruiting, Employee Engagement, Human Resources, College Recruiting, Technical Recruiting, Workforce Planning, Succession Planning, Performance Management, Organizational..., Benefits Administration, CRM, Employee Benefits, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Human Resource Management
Marquette University 1996 — 1999
B.S, Business Administration
NTT DATA Corporation January 2012 - Present
NTT DATA, Inc. (formerly The Revere Group) August 2004 - January 2012
Merrill Lynch 1999 - 2004
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., HRIS, Talent Management, Employee Relations, Recruiting, Employee Engagement, Human Resources, College Recruiting, Technical Recruiting, Workforce Planning, Succession Planning, Performance Management, Organizational..., Benefits Administration, CRM, Employee Benefits, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Human Resource Management
Marquette University 1996 — 1999
B.S, Business Administration
James Kilgallon CFP®, CLU®, ChFC®'s Merrill Lynch Experience 1999 - 2000
Job Vice President at Fifth Third, Private Bank
Industry Financial Services
Experience
Fifth Third Bank September 2003 - Present
Kilgallon Investment Group March 2002 - September 2003
Prudential Securities 2000 - 2002
Merrill Lynch 1999 - 2000
Citibank, FSB 1996 - 1999
Alltech Data Systems 1994 - 1996
Centex / MFS Telecom 1992 - 1994
Camadon 1990 - 1991
Skills
Sales, Finance, Wealth Management, Employee Benefits, Commercial Lending, Loans, Credit, Banking, Portfolio Management, Retirement Planning, Small Business Lending, Mortgage Lending, Series 7, Commercial Banking, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63
Education
The American College 2010 — 2011
Chartered Life Underwriter, Life Insurance Planning
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
DePaul University 2005 — 2009
Financial Planning Curriculum, Financial Planning & Services
Northern Illinois University 1985 — 1989
Bachelor of Science, Business Management
St. Jude
Thornwood
Thornwood
Thornwood High School
Thornwood High School'
Fifth Third Bank September 2003 - Present
Kilgallon Investment Group March 2002 - September 2003
Prudential Securities 2000 - 2002
Merrill Lynch 1999 - 2000
Citibank, FSB 1996 - 1999
Alltech Data Systems 1994 - 1996
Centex / MFS Telecom 1992 - 1994
Camadon 1990 - 1991
Skills
Sales, Finance, Wealth Management, Employee Benefits, Commercial Lending, Loans, Credit, Banking, Portfolio Management, Retirement Planning, Small Business Lending, Mortgage Lending, Series 7, Commercial Banking, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63
Education
The American College 2010 — 2011
Chartered Life Underwriter, Life Insurance Planning
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
DePaul University 2005 — 2009
Financial Planning Curriculum, Financial Planning & Services
Northern Illinois University 1985 — 1989
Bachelor of Science, Business Management
St. Jude
Thornwood
Thornwood
Thornwood High School
Thornwood High School'
Adam Barshefsky's Merrill Lynch Experience December 2005 - October 2009
Job Consolidated Mill Supply, Inc.
Industry Mining & Metals
Experience
Consolidated Mill Supply, Inc. October 2009 - Present
Merrill Lynch December 2005 - October 2009
Prairie Business Credit, Inc. July 2001 - December 2005
The CIT Group / Business Credit, Inc. July 1999 - August 2001
Bank of America Business Credit, Inc. July 1998 - August 1999
Skills
Financial Modeling, Due Diligence, Loans, Commercial Lending, Asset Based Lending, Middle Market, Credit, Financial Analysis, Finance, Accounts Receivable, Working Capital...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Indiana University Bloomington 1991 — 1995
Bachelor of Science, Public Financial Management
Consolidated Mill Supply, Inc. October 2009 - Present
Merrill Lynch December 2005 - October 2009
Prairie Business Credit, Inc. July 2001 - December 2005
The CIT Group / Business Credit, Inc. July 1999 - August 2001
Bank of America Business Credit, Inc. July 1998 - August 1999
Skills
Financial Modeling, Due Diligence, Loans, Commercial Lending, Asset Based Lending, Middle Market, Credit, Financial Analysis, Finance, Accounts Receivable, Working Capital...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Indiana University Bloomington 1991 — 1995
Bachelor of Science, Public Financial Management
Ken Serwinski's Merrill Lynch Experience July 1988 - April 1996
Job CEO | Prairie Capital Advisors, Inc. | Specialist | Ownership Transition | Valuation/Financial Opinions | ESOP Strategy
Industry Investment Banking
Experience
Prairie Capital Advisors, Inc. April 1996 - Present
Interior Systems, Inc. September 2005 - Present
Shared Imaging, LLC January 2009 - Present
Merrill Lynch July 1988 - April 1996
Skills
ESOP, Mergers, Sell Side, Valuation, Business Strategy, Middle Market, Debt, Investment Banking, Business Valuation, Recapitalizations, Corporate Finance, Financial Modeling, Divestitures, Corporate Governance, Board of Director..., Family Business, Entrepreneurship, Mergers & Acquisitions, Capital, Financial Advisory, Financial Structuring, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1982
MBA, Finance
DePaul University 1974 — 1978
BS, Finance
Prairie Capital Advisors, Inc. April 1996 - Present
Interior Systems, Inc. September 2005 - Present
Shared Imaging, LLC January 2009 - Present
Merrill Lynch July 1988 - April 1996
Skills
ESOP, Mergers, Sell Side, Valuation, Business Strategy, Middle Market, Debt, Investment Banking, Business Valuation, Recapitalizations, Corporate Finance, Financial Modeling, Divestitures, Corporate Governance, Board of Director..., Family Business, Entrepreneurship, Mergers & Acquisitions, Capital, Financial Advisory, Financial Structuring, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1982
MBA, Finance
DePaul University 1974 — 1978
BS, Finance
Shawn Marks's Merrill Lynch Experience 1995 - 2000
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. January 2003 - Present
Morgan Stanley 2001 - 2003
Merrill Lynch 1995 - 2000
Education
DePaul University 1993 — 1995
B.A.S, Commerce
J.P. Morgan Chase Bank, N.A. January 2003 - Present
Morgan Stanley 2001 - 2003
Merrill Lynch 1995 - 2000
Education
DePaul University 1993 — 1995
B.A.S, Commerce
Rebecca Colbeck's Merrill Lynch Experience February 2014 - December 2014
Job Business Analyst Lead / Project Manager
Industry Financial Services
Experience
Credit Suisse February 2015 - Present
Merrill Lynch February 2014 - December 2014
Credit Suisse September 2013 - December 2013
Tyco International April 2012 - September 2013
Citigroup August 2010 - August 2011
Western Asset Management July 2006 - October 2010
Bloomberg January 2001 - May 2006
Skills
SQL, Fixed Income, Bloomberg, Swaps, Derivatives, FX Options, Equities, Bonds, Bloomberg Terminal, Asset Management, Options, Trading Systems, VBA, Investment Banking, Financial Markets
Education
DePaul University 2000 — 2000
Certification, Computer Science
University of Iowa 1994 — 1999
BA, Italian & International Business
Credit Suisse February 2015 - Present
Merrill Lynch February 2014 - December 2014
Credit Suisse September 2013 - December 2013
Tyco International April 2012 - September 2013
Citigroup August 2010 - August 2011
Western Asset Management July 2006 - October 2010
Bloomberg January 2001 - May 2006
Skills
SQL, Fixed Income, Bloomberg, Swaps, Derivatives, FX Options, Equities, Bonds, Bloomberg Terminal, Asset Management, Options, Trading Systems, VBA, Investment Banking, Financial Markets
Education
DePaul University 2000 — 2000
Certification, Computer Science
University of Iowa 1994 — 1999
BA, Italian & International Business
Sandra McGrath's Merrill Lynch Experience 1986 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1986 - 2000
Education
DePaul University 1984 — 1985
MBA, Finance
University of the Philippines 1978 — 1983
BS, Architecture
Merrill Lynch 1986 - 2000
Education
DePaul University 1984 — 1985
MBA, Finance
University of the Philippines 1978 — 1983
BS, Architecture
Michael Ofrikhter's Merrill Lynch Experience September 2005 - May 2006
Job Development & Training Manager
Industry Computer Software
Experience
High Tech Research, Inc. August 2006 - Present
Merrill Lynch September 2005 - May 2006
Skills
Banking, Business Analysis, Financial Analysis, Sarbanes-Oxley Act, Accounting, Risk Management, Financial Modeling, Asset Managment, Strategic Financial...
Education
DePaul University 2004 — 2006
BS, Finance Accountancy
236
High Tech Research, Inc. August 2006 - Present
Merrill Lynch September 2005 - May 2006
Skills
Banking, Business Analysis, Financial Analysis, Sarbanes-Oxley Act, Accounting, Risk Management, Financial Modeling, Asset Managment, Strategic Financial...
Education
DePaul University 2004 — 2006
BS, Finance Accountancy
236
Theresa Roddy, CFP's Merrill Lynch Experience July 2010 - Present
Job Director, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Wachovia Securities / Wells Fargo Advisors LLC January 2006 - August 2010
YWCA 2006 - 2010
Wachovia Securities 2003 - 2006
Morgan Stanley 1998 - 2003
American Express Financial Advisors 1990 - 1997
Skills
Strategy, Cross-functional Team..., Risk Management, Leadership, Management, Change Management
Education
Wharton School of Business 1998 — 2002
Executive Leadership
DePaul University 1971 — 1975
Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Leadership
Merrill Lynch July 2010 - Present
Wachovia Securities / Wells Fargo Advisors LLC January 2006 - August 2010
YWCA 2006 - 2010
Wachovia Securities 2003 - 2006
Morgan Stanley 1998 - 2003
American Express Financial Advisors 1990 - 1997
Skills
Strategy, Cross-functional Team..., Risk Management, Leadership, Management, Change Management
Education
Wharton School of Business 1998 — 2002
Executive Leadership
DePaul University 1971 — 1975
Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education - Leadership
Frank Carbonara's Merrill Lynch Experience 1997 - 2004
Job Executive Director, Banker JP Morgan
Industry Financial Services
Experience
JP Morgan December 2009 - Present
Fifth Third Bank December 2008 - December 2009
UBS Financial Services August 2005 - October 2008
UBS Financial Services 2005 - 2007
Merrill Lynch 1997 - 2004
Education
DePaul University 1992 — 1996
BS, Management
JP Morgan December 2009 - Present
Fifth Third Bank December 2008 - December 2009
UBS Financial Services August 2005 - October 2008
UBS Financial Services 2005 - 2007
Merrill Lynch 1997 - 2004
Education
DePaul University 1992 — 1996
BS, Management
Jacob Gecht's Merrill Lynch Experience 2007 - 2007
Job Senior Associate at JPMorgan Chase & Co.
Industry Accounting
Experience
JPMorgan Chase & Co. 2014 - Present
HSBC 2010 - 2014
KPMG 2008 - 2009
Rosenthal Collins Group 2007 - 2008
Merrill Lynch 2007 - 2007
Skills
Financial Reporting, Accounting, Corporate Finance, Banking, Financial Analysis, Financial Modeling, Hyperion Planning, Sarbanes-Oxley Act, Finance, Valuation, Strategic Financial..., Variance Analysis, Auditing, Financial Planning, Financial Accounting, Microsoft Excel, Internal Controls, Management
Education
DePaul University 2003 — 2007
Bachelor, Accounting, MIS
JPMorgan Chase & Co. 2014 - Present
HSBC 2010 - 2014
KPMG 2008 - 2009
Rosenthal Collins Group 2007 - 2008
Merrill Lynch 2007 - 2007
Skills
Financial Reporting, Accounting, Corporate Finance, Banking, Financial Analysis, Financial Modeling, Hyperion Planning, Sarbanes-Oxley Act, Finance, Valuation, Strategic Financial..., Variance Analysis, Auditing, Financial Planning, Financial Accounting, Microsoft Excel, Internal Controls, Management
Education
DePaul University 2003 — 2007
Bachelor, Accounting, MIS
Gisella Salerno's Merrill Lynch Experience February 2004 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch February 2004 - November 2008
Education
DePaul University
Bachelor's, Finance, Spanish
Merrill Lynch February 2004 - November 2008
Education
DePaul University
Bachelor's, Finance, Spanish
Jack Vogel's Merrill Lynch Experience 1991 - 1992
Job .
Industry Investment Management
Experience
A/B 2008 - 2008
Swiss Re Financial Products May 2000 - April 2007
Swiss Re 2000 - 2007
E.W. Blanch Capital Markets, Inc. 1999 - 2000
Santander Investment 1997 - 1998
Barclays Capital 1992 - 1997
Merrill Lynch 1991 - 1992
Cambridge Realty Capital Ltd 1989 - 1991
Skills
Hedge Funds, Structured Finance, Capital Markets, Valuation, Fixed Income, Derivatives, Securitization, Investment Banking, Private Equity, Structured Products, Financial Structuring, Credit Derivatives, Equities, Emerging Markets, Alternative Investments
Education
DePaul University 1988 — 1991
BS, Finance
University of Minnesota-Twin Cities
A/B 2008 - 2008
Swiss Re Financial Products May 2000 - April 2007
Swiss Re 2000 - 2007
E.W. Blanch Capital Markets, Inc. 1999 - 2000
Santander Investment 1997 - 1998
Barclays Capital 1992 - 1997
Merrill Lynch 1991 - 1992
Cambridge Realty Capital Ltd 1989 - 1991
Skills
Hedge Funds, Structured Finance, Capital Markets, Valuation, Fixed Income, Derivatives, Securitization, Investment Banking, Private Equity, Structured Products, Financial Structuring, Credit Derivatives, Equities, Emerging Markets, Alternative Investments
Education
DePaul University 1988 — 1991
BS, Finance
University of Minnesota-Twin Cities
Nancy Zapata's Merrill Lynch Experience June 2001 - July 2003
Job Portfolio Manager II AVP at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank August 2003 - Present
Merrill Lynch June 2001 - July 2003
Education
DePaul University 1996 — 2001
Bachelor's degree, Finance, General
Whitney Young Magnet H.S.
Fifth Third Bank August 2003 - Present
Merrill Lynch June 2001 - July 2003
Education
DePaul University 1996 — 2001
Bachelor's degree, Finance, General
Whitney Young Magnet H.S.
Don Atut's Merrill Lynch Experience August 1995 - Present
Job SENIOR RESIDENT DIRECTOR, VICE PRESIDENT, SENIOR FINANCIAL ADVISOR
Industry Financial Services
Experience
Merrill Lynch August 1995 - Present
Merrill Lynch August 1995 - Present
Deck The Walls June 1987 - June 1995
Skills
Change Management
Education
DePaul University 1985 — 1987
finance
Moraine Valley Community College 1983 — 1985
bs, finance
Carl Sandburg High School 1979 — 1983
hard knox
Merrill Lynch August 1995 - Present
Merrill Lynch August 1995 - Present
Deck The Walls June 1987 - June 1995
Skills
Change Management
Education
DePaul University 1985 — 1987
finance
Moraine Valley Community College 1983 — 1985
bs, finance
Carl Sandburg High School 1979 — 1983
hard knox
Jonathan Rahbar's Merrill Lynch Experience March 2006 - December 2006
Job Senior Analyst, Investment Management
Industry Investment Management
Experience
Jackson National Asset Management, LLC May 2013 - Present
Morningstar Associates, LLC December 2011 - May 2013
Morningstar January 2007 - December 2011
Merrill Lynch March 2006 - December 2006
Macquarie Futures USA May 2005 - September 2005
Education
Northwestern University 2012 — 2014
Master's Degree
DePaul University
Bachelor's Degree
Jackson National Asset Management, LLC May 2013 - Present
Morningstar Associates, LLC December 2011 - May 2013
Morningstar January 2007 - December 2011
Merrill Lynch March 2006 - December 2006
Macquarie Futures USA May 2005 - September 2005
Education
Northwestern University 2012 — 2014
Master's Degree
DePaul University
Bachelor's Degree
Katherine Szkutnik's Merrill Lynch Experience 2005 - 2008
Job Vice President / Workout Officer at Banco Popular
Industry Banking
Experience
Banco Popular 2009 - March 2015
Banco Popular North America 2008 - 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 2003 - 2005
CIB Bank December 2001 - November 2003
Advocate Heathcare 1998 - 2000
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Credit Analysis, Real Estate, Financial Analysis, Portfolio Management, Asset Management, Commercial Real Estate, Real Estate Economics, Investment Properties, Banking, Loan Origination, Mortgage Lending, Underwriting, Investments, Cash Management, Asset Based Lending, Commercial Mortgages
Education
DePaul University 1999 — 2002
Bachelor of Science, Finance & Marketing
Banco Popular 2009 - March 2015
Banco Popular North America 2008 - 2009
Merrill Lynch 2005 - 2008
Merrill Lynch 2003 - 2005
CIB Bank December 2001 - November 2003
Advocate Heathcare 1998 - 2000
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Credit Analysis, Real Estate, Financial Analysis, Portfolio Management, Asset Management, Commercial Real Estate, Real Estate Economics, Investment Properties, Banking, Loan Origination, Mortgage Lending, Underwriting, Investments, Cash Management, Asset Based Lending, Commercial Mortgages
Education
DePaul University 1999 — 2002
Bachelor of Science, Finance & Marketing
Jesse Diaz CFP, ChFC's Merrill Lynch Experience April 1996 - February 2000
Job Senior Vice PresidentWealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Wachovia, A Wells Fargo Company September 2000 - November 2008
Merrill Lynch April 1996 - February 2000
Skills
Asset Allocation, Equities, Fixed Income, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management
Education
DePaul University
Masters, Business Administration
Illinois Institute of Technology
Bachelor of Science, Electrical Engineering
UBS Financial Services, Inc. November 2008 - Present
Wachovia, A Wells Fargo Company September 2000 - November 2008
Merrill Lynch April 1996 - February 2000
Skills
Asset Allocation, Equities, Fixed Income, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management
Education
DePaul University
Masters, Business Administration
Illinois Institute of Technology
Bachelor of Science, Electrical Engineering
Jason Striggow's Merrill Lynch Experience May 2009 - August 2009
Job at
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Deutsche Bank August 2010 - Present
Bank of America August 2009 - July 2010
Merrill Lynch May 2009 - August 2009
Banc of America Securities December 2002 - May 2009
J.P. Morgan December 2001 - December 2002
Education
DePaul University 1999 — 2001
Bachelors, Finance
Joliet Junior College 1997 — 1999
Associates
J.P. Morgan May 2014 - Present
Deutsche Bank August 2010 - Present
Bank of America August 2009 - July 2010
Merrill Lynch May 2009 - August 2009
Banc of America Securities December 2002 - May 2009
J.P. Morgan December 2001 - December 2002
Education
DePaul University 1999 — 2001
Bachelors, Finance
Joliet Junior College 1997 — 1999
Associates
Maria McBlaine's Merrill Lynch Experience 1983 - 1990
Job Human Resources Coordinator at First Bank of Highland Park
Industry Human Resources
Experience
First Bank of Highland Park November 2009 - Present
Goldman Sachs 1990 - 1995
Merrill Lynch 1983 - 1990
Skills
Human Resources, Banking, Customer Service, Microsoft Excel, Outlook, Recruiting, Employee Relations, Employee Benefits, Benefits Administration, Insurance, Leadership, FMLA
Education
DePaul University 1988 — 1992
Business
Lake Forest Graduate School of Management
First Bank of Highland Park November 2009 - Present
Goldman Sachs 1990 - 1995
Merrill Lynch 1983 - 1990
Skills
Human Resources, Banking, Customer Service, Microsoft Excel, Outlook, Recruiting, Employee Relations, Employee Benefits, Benefits Administration, Insurance, Leadership, FMLA
Education
DePaul University 1988 — 1992
Business
Lake Forest Graduate School of Management
Susan Hadley's Merrill Lynch Experience May 2014 - Present
Job Executive Assistant to the Managing Director, Chicago Metro Market Executive, Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2014 - Present
Bank of America October 2007 - March 2014
LaSalle Bank/ABN AMRO 1986 - 2007
Franklin and Ward, attorneys at law June 1984 - February 1986
Skills
Travel Arrangements, Training, Time Management, Office Management, Expense Reports, Customer Service, Access, Microsoft Office, Event Planning, Administrative..., Executive Support, PowerPoint, Management
Education
Robert Morris College 1988 — 1990
Associate's Degree, Applied Secretarial Science
Robert Morris College 1983 — 1984
Legal Secretary, Secretarial
DePaul University
Business and Finance
Merrill Lynch May 2014 - Present
Bank of America October 2007 - March 2014
LaSalle Bank/ABN AMRO 1986 - 2007
Franklin and Ward, attorneys at law June 1984 - February 1986
Skills
Travel Arrangements, Training, Time Management, Office Management, Expense Reports, Customer Service, Access, Microsoft Office, Event Planning, Administrative..., Executive Support, PowerPoint, Management
Education
Robert Morris College 1988 — 1990
Associate's Degree, Applied Secretarial Science
Robert Morris College 1983 — 1984
Legal Secretary, Secretarial
DePaul University
Business and Finance
Mira Mehta's Merrill Lynch Experience March 2009 - July 2009
Job IT Financial Analyst at JMC Steel Group
Industry Marketing and Advertising
Experience
JMC Steel Group January 2014 - Present
Draftfcb December 2011 - January 2014
Walgreens December 2010 - December 2011
The Northern Trust October 2010 - December 2010
The Northern Trust July 2010 - October 2010
Walgreens January 2007 - September 2010
Merrill Lynch March 2009 - July 2009
Skills
Analysis, Account Reconciliation, Customer Service, Management, Retail, Finance, Research, Invoicing, Cash Management, Investments, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Data Analysis, Access, Inventory Control, Public Speaking, Financial Analysis
Education
DePaul University 2006 — 2010
Bachelor of Science, Finance, Management, Human Resources
JMC Steel Group January 2014 - Present
Draftfcb December 2011 - January 2014
Walgreens December 2010 - December 2011
The Northern Trust October 2010 - December 2010
The Northern Trust July 2010 - October 2010
Walgreens January 2007 - September 2010
Merrill Lynch March 2009 - July 2009
Skills
Analysis, Account Reconciliation, Customer Service, Management, Retail, Finance, Research, Invoicing, Cash Management, Investments, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Data Analysis, Access, Inventory Control, Public Speaking, Financial Analysis
Education
DePaul University 2006 — 2010
Bachelor of Science, Finance, Management, Human Resources
Hakeem Abunada's Merrill Lynch Experience September 2009 - December 2009
Job Field Account Executive II at CDW
Industry Hospital & Health Care
Experience
CDW Healthcare February 2013 - Present
CDW Healthcare April 2010 - January 2013
Humanity Love Association January 2009 - November 2012
MDI Investments January 2010 - April 2010
Merrill Lynch September 2009 - December 2009
Music Love Entertainment January 2007 - January 2009
The Mobile Solution November 2005 - December 2006
Skills
Enterprise Software, Strategy, Cloud Computing, Sales Operations, Competitive Analysis, Data Center, Leadership, Virtualization, Analysis, Management, Sales, Finance, Banking, Access, Account Management, Solution Selling
Education
DePaul University 2008 — 2010
B.S., Finance
CDW Healthcare February 2013 - Present
CDW Healthcare April 2010 - January 2013
Humanity Love Association January 2009 - November 2012
MDI Investments January 2010 - April 2010
Merrill Lynch September 2009 - December 2009
Music Love Entertainment January 2007 - January 2009
The Mobile Solution November 2005 - December 2006
Skills
Enterprise Software, Strategy, Cloud Computing, Sales Operations, Competitive Analysis, Data Center, Leadership, Virtualization, Analysis, Management, Sales, Finance, Banking, Access, Account Management, Solution Selling
Education
DePaul University 2008 — 2010
B.S., Finance
Ivan Rogic's Merrill Lynch Experience April 2009 - June 2009
Job Customer Service Representative at Touch Support, Inc.
Industry Accounting
Experience
Touch Support, Inc. October 2014 - January 2015
watchLAB October 2013 - June 2014
Michael J. Liccar & Co. CPA 2011 - September 2013
Merrill Lynch April 2009 - June 2009
Skills
Partnership Taxation, Tax, Accounting, Financial Reporting, Payroll, Tax Research, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax, ProSystem fx Tax, CPA, Tax Returns, GAAP, Microsoft Excel, US GAAP, Microsoft Office, Social Media, PowerPoint, Time Management, Social Networking
Education
DePaul University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting
Touch Support, Inc. October 2014 - January 2015
watchLAB October 2013 - June 2014
Michael J. Liccar & Co. CPA 2011 - September 2013
Merrill Lynch April 2009 - June 2009
Skills
Partnership Taxation, Tax, Accounting, Financial Reporting, Payroll, Tax Research, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax, ProSystem fx Tax, CPA, Tax Returns, GAAP, Microsoft Excel, US GAAP, Microsoft Office, Social Media, PowerPoint, Time Management, Social Networking
Education
DePaul University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting
Shahir Ahmed's Merrill Lynch Experience January 2007 - December 2007
Job President, Valdes Supply
Industry Facilities Services
Experience
Valdes Supply November 2010 - Present
Leader Petrochem January 2008 - September 2010
Merrill Lynch January 2007 - December 2007
Skills
Business Development, Competitive Analysis, Leadership, Management, Business Strategy, Entrepreneurship, Business Process..., Product Development, Program Management, Project Management, Supply Chain Management, Negotiation, Project Planning, Procurement, Sourcing
Education
DePaul University 2005 — 2009
Bachelor's degree, Accounting and Finance
Valdes Supply November 2010 - Present
Leader Petrochem January 2008 - September 2010
Merrill Lynch January 2007 - December 2007
Skills
Business Development, Competitive Analysis, Leadership, Management, Business Strategy, Entrepreneurship, Business Process..., Product Development, Program Management, Project Management, Supply Chain Management, Negotiation, Project Planning, Procurement, Sourcing
Education
DePaul University 2005 — 2009
Bachelor's degree, Accounting and Finance
Debora Oberling's Merrill Lynch Experience June 1988 - June 1990
Job SVP, Wealth Management Team Lead
Industry Banking
Experience
U.S. Bank, Private Client Reserve June 2014 - Present
J.P. Morgan June 1990 - November 2013
Merrill Lynch June 1988 - June 1990
Federal Reserve Bank of Chicago June 1984 - June 1988
Skills
Estate Planning, Wealth Management..., Personal Finance, Investment Management, Financial Advisory, High Net Worth..., Banking, Series 7, Credit, Wealth, Investments, Portfolio Management, Wealth Management, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Western Illinois University
Bachelor of Science, Finance
U.S. Bank, Private Client Reserve June 2014 - Present
J.P. Morgan June 1990 - November 2013
Merrill Lynch June 1988 - June 1990
Federal Reserve Bank of Chicago June 1984 - June 1988
Skills
Estate Planning, Wealth Management..., Personal Finance, Investment Management, Financial Advisory, High Net Worth..., Banking, Series 7, Credit, Wealth, Investments, Portfolio Management, Wealth Management, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Western Illinois University
Bachelor of Science, Finance
Shehzad Sayal's Merrill Lynch Experience April 2010 - June 2010
Job Vice President Finance at Ummah Labs
Industry Information Technology and Services
Experience
Ummah Labs April 2015 - Present
Vault Mobile Unlocks September 2014 - Present
Mercer Investments March 2012 - June 2014
JPMorgan Chase January 2011 - March 2012
Merrill Lynch April 2010 - June 2010
Skills
Derivatives, Investments, Corporate Finance, Asset Managment, Fixed Income, Valuation, Financial Analysis, Equities, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling
Education
DePaul University 2009 — 2012
Bachelor of Science, Finance
Ummah Labs April 2015 - Present
Vault Mobile Unlocks September 2014 - Present
Mercer Investments March 2012 - June 2014
JPMorgan Chase January 2011 - March 2012
Merrill Lynch April 2010 - June 2010
Skills
Derivatives, Investments, Corporate Finance, Asset Managment, Fixed Income, Valuation, Financial Analysis, Equities, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling
Education
DePaul University 2009 — 2012
Bachelor of Science, Finance
Farah Hassan's Merrill Lynch Experience July 2006 - November 2009
Job Finance Associate at TNTP
Industry Education Management
Experience
Bank of America November 2009 - August 2012
Merrill Lynch July 2006 - November 2009
Skills
Portfolio Management, Credit, Credit Risk, Financial Modeling, Financial Analysis, Credit Analysis, Budget Monitoring, Budget Models, Project Management, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Economic Policy Analysis
DePaul University 2002 — 2006
Bachelor of Science (B.S.), Finance
Bank of America November 2009 - August 2012
Merrill Lynch July 2006 - November 2009
Skills
Portfolio Management, Credit, Credit Risk, Financial Modeling, Financial Analysis, Credit Analysis, Budget Monitoring, Budget Models, Project Management, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Economic Policy Analysis
DePaul University 2002 — 2006
Bachelor of Science (B.S.), Finance
John Logothetis's Merrill Lynch Experience January 2006 - April 2006
Job Ocean Marine Manager Midwest at Great American Insurance
Industry Insurance
Experience
Great American Insurance June 2014 - Present
Travelers June 2007 - May 2014
Merrill Lynch January 2006 - April 2006
Best Buy July 2002 - February 2004
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Insurance, Financial Analysis, Marketing, Project Management, Microsoft Excel, Marketing Strategy, Banking, Data Analysis, PowerPoint, Microsoft Office, New Business Development, Analytics, Maritime, Excess, Legal Liability, Liability, Inland Marine
Education
DePaul University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Great American Insurance June 2014 - Present
Travelers June 2007 - May 2014
Merrill Lynch January 2006 - April 2006
Best Buy July 2002 - February 2004
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Insurance, Financial Analysis, Marketing, Project Management, Microsoft Excel, Marketing Strategy, Banking, Data Analysis, PowerPoint, Microsoft Office, New Business Development, Analytics, Maritime, Excess, Legal Liability, Liability, Inland Marine
Education
DePaul University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Mark Jeretina's Merrill Lynch Experience August 2008 - November 2008
Job Assistant Vice President at Speer Financial
Industry Financial Services
Experience
Speer Financial Inc. December 2013 - Present
Speer Financial Inc. September 2010 - December 2013
Tower Hill Trading August 2009 - September 2010
JMC Wealth Management November 2008 - July 2009
Ray Meyer Fitness Center November 2005 - July 2009
Merrill Lynch August 2008 - November 2008
A.G Edwards & Sons May 2007 - July 2007
Skills
Finance, Accounting, Portfolio Management, Trading, Mutual Funds, Strategic Financial..., Investments, Bloomberg, Financial Services, Financial Modeling, Bonds, Securities, Asset Management, Equities, Series 7
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance
Speer Financial Inc. December 2013 - Present
Speer Financial Inc. September 2010 - December 2013
Tower Hill Trading August 2009 - September 2010
JMC Wealth Management November 2008 - July 2009
Ray Meyer Fitness Center November 2005 - July 2009
Merrill Lynch August 2008 - November 2008
A.G Edwards & Sons May 2007 - July 2007
Skills
Finance, Accounting, Portfolio Management, Trading, Mutual Funds, Strategic Financial..., Investments, Bloomberg, Financial Services, Financial Modeling, Bonds, Securities, Asset Management, Equities, Series 7
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance
Scott A'Hearn's Merrill Lynch Experience Managing Director of MarketingFinish LineMarch 1996 - July 2006
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Managing Director of MarketingFinish LineMarch 1996 - July 2006
Education
DePaul University 1992 — 1996
Bachelors Degree, Marketing, Management
Merrill Lynch Managing Director of MarketingFinish LineMarch 1996 - July 2006
Education
DePaul University 1992 — 1996
Bachelors Degree, Marketing, Management
jesse arriaga's Merrill Lynch Experience November 1993 - March 1997
Job Director Institutional Sales at FCStone
Industry Financial Services
Experience
FCStone July 2010 - Present
intl FC Stone 2010 - 2013
Rosenthal Collins Group July 2009 - July 2010
ADM Investor Services December 2008 - April 2009
Prudential Financial March 1998 - November 2008
Merrill Lynch November 1993 - March 1997
Education
DePaul University
Finance
FCStone July 2010 - Present
intl FC Stone 2010 - 2013
Rosenthal Collins Group July 2009 - July 2010
ADM Investor Services December 2008 - April 2009
Prudential Financial March 1998 - November 2008
Merrill Lynch November 1993 - March 1997
Education
DePaul University
Finance
Samer Jada's Merrill Lynch Experience January 2010 - June 2010
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2015 - Present
Fitch Ratings June 2012 - January 2015
Deloitte January 2012 - March 2012
FTI Consulting June 2011 - September 2011
Grant Thornton LLP January 2011 - May 2011
Morgan Stanley August 2010 - November 2010
Merrill Lynch January 2010 - June 2010
Skills
Financial Modeling, Excel, Financial Reporting, Valuation, Financial Analysis, Microsoft Office, Accounting, Bloomberg, Business Valuation, Capital Markets, Auditing, Corporate Finance, Investments, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePaul University 2008 — 2012
Bachelor's of Science, Finance Honors and Accounting
William Blair & Company February 2015 - Present
Fitch Ratings June 2012 - January 2015
Deloitte January 2012 - March 2012
FTI Consulting June 2011 - September 2011
Grant Thornton LLP January 2011 - May 2011
Morgan Stanley August 2010 - November 2010
Merrill Lynch January 2010 - June 2010
Skills
Financial Modeling, Excel, Financial Reporting, Valuation, Financial Analysis, Microsoft Office, Accounting, Bloomberg, Business Valuation, Capital Markets, Auditing, Corporate Finance, Investments, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
DePaul University 2008 — 2012
Bachelor's of Science, Finance Honors and Accounting
Scott McCleary's Merrill Lynch Experience October 1994 - September 1998
Job Senior Portfolio Managment Officer at Bank of America
Industry Banking
Experience
Bank of America September 2008 - Present
JPMorgan Chase April 2003 - August 2008
Equity Office Properties Trust January 2000 - March 2003
BDO USA, LLP September 1998 - January 2000
Merrill Lynch October 1994 - September 1998
Skills
Financial Analysis, Credit Analysis, Financial Services, Investments, Financial Modeling, Due Diligence, Credit Risk, Financial Risk, Small Business Lending, Banking, Commercial Banking, Credit, Loans, Mortgage Lending, Fixed Income, Commercial Lending, Underwriting, Portfolio Management
Education
DePaul University
MBA, Finance
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Bank of America September 2008 - Present
JPMorgan Chase April 2003 - August 2008
Equity Office Properties Trust January 2000 - March 2003
BDO USA, LLP September 1998 - January 2000
Merrill Lynch October 1994 - September 1998
Skills
Financial Analysis, Credit Analysis, Financial Services, Investments, Financial Modeling, Due Diligence, Credit Risk, Financial Risk, Small Business Lending, Banking, Commercial Banking, Credit, Loans, Mortgage Lending, Fixed Income, Commercial Lending, Underwriting, Portfolio Management
Education
DePaul University
MBA, Finance
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Roman Zalov's Merrill Lynch Experience August 2011 - December 2011
Job Derivatives Trader at Eldorado Trading Group
Industry Capital Markets
Experience
Eldorado Trading Group October 2014 - Present
Eldorado Trading Group September 2013 - October 2014
Group One Trading, LP December 2012 - June 2013
PNC June 2012 - August 2012
Merrill Lynch August 2011 - December 2011
Credit Suisse January 2011 - June 2011
Education
DePaul University 2009 — 2013
Bachelors, Finance
Eldorado Trading Group October 2014 - Present
Eldorado Trading Group September 2013 - October 2014
Group One Trading, LP December 2012 - June 2013
PNC June 2012 - August 2012
Merrill Lynch August 2011 - December 2011
Credit Suisse January 2011 - June 2011
Education
DePaul University 2009 — 2013
Bachelors, Finance
Tim Hallman's Merrill Lynch Experience June 2012 - Present
Job Financial Analyst at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Merrill Lynch February 2012 - May 2012
Merrill Lynch September 2011 - January 2012
Education
DePaul University 2007 — 2011
Bachelor's of Science, Finance
Merrill Lynch June 2012 - Present
Merrill Lynch February 2012 - May 2012
Merrill Lynch September 2011 - January 2012
Education
DePaul University 2007 — 2011
Bachelor's of Science, Finance
Scott Foresman's Merrill Lynch Experience June 2003 - August 2003
Job Financial Services Professional
Industry Financial Services
Experience
Midland IRA April 2013 - June 2015
Plymouth Title, Oak Brook, IL August 2012 - April 2013
Insurance Agency, LLC July 2004 - March 2011
Bischoff Partners, LLC August 2001 - June 2004
Merrill Lynch June 2003 - August 2003
Skills
Accounting, Payroll, Account Reconciliation, QuickBooks
Education
DePaul University 2000 — 2004
Bachelor, Finance, Accounting
Midland IRA April 2013 - June 2015
Plymouth Title, Oak Brook, IL August 2012 - April 2013
Insurance Agency, LLC July 2004 - March 2011
Bischoff Partners, LLC August 2001 - June 2004
Merrill Lynch June 2003 - August 2003
Skills
Accounting, Payroll, Account Reconciliation, QuickBooks
Education
DePaul University 2000 — 2004
Bachelor, Finance, Accounting
Ryan Currie's Merrill Lynch Experience July 2011 - September 2011
Job Sales Associate at Best Buy
Industry Retail
Experience
Best Buy August 2010 - Present
Salon MMM November 2008 - December 2011
Merrill Lynch July 2011 - September 2011
Skills
Retail Sales, Visual Merchandising, Microsoft Excel, Sales, Customer Service, Merchandising, Retail, Store Management, Time Management, Inventory Management, PowerPoint, Customer Satisfaction, Budgets
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Finance
Harper College 2009 — 2010
Best Buy August 2010 - Present
Salon MMM November 2008 - December 2011
Merrill Lynch July 2011 - September 2011
Skills
Retail Sales, Visual Merchandising, Microsoft Excel, Sales, Customer Service, Merchandising, Retail, Store Management, Time Management, Inventory Management, PowerPoint, Customer Satisfaction, Budgets
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Finance
Harper College 2009 — 2010
Dean Alfi's Merrill Lynch Experience May 1996 - May 1997
Job Process/Solution Architect and BPM/SOA Strategist at GIS/TTS, CitiBank
Industry Information Technology and Services
Experience
GTS, Citi July 2012 - Present
Walgreens January 2012 - August 2012
Agile Tech for CBI September 2010 - December 2011
JPMorgan Chase March 2008 - August 2010
Bear Stearns May 2005 - March 2008
Citadel Investment Group LLC February 2003 - April 2005
Lehman Brothers Holdings Inc. May 2000 - August 2003
Merrill Lynch May 1996 - May 1997
AT&T (BCS) January 1993 - May 1996
Skills
SDLC, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, Agile Methodologies, BPM, IBM BPM, Oracle, BPMN, Unix, SQL, Software Development, SharePoint, Lean Transformation, Software Project..., Vendor Management, Risk Management, Microsoft SQL Server, MDD
Education
DePaul University 2005 — 2007
Distributed Computing
NJIT 1990 — 2000
BS, Computer Science and Industrial Engineering
GTS, Citi July 2012 - Present
Walgreens January 2012 - August 2012
Agile Tech for CBI September 2010 - December 2011
JPMorgan Chase March 2008 - August 2010
Bear Stearns May 2005 - March 2008
Citadel Investment Group LLC February 2003 - April 2005
Lehman Brothers Holdings Inc. May 2000 - August 2003
Merrill Lynch May 1996 - May 1997
AT&T (BCS) January 1993 - May 1996
Skills
SDLC, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, Agile Methodologies, BPM, IBM BPM, Oracle, BPMN, Unix, SQL, Software Development, SharePoint, Lean Transformation, Software Project..., Vendor Management, Risk Management, Microsoft SQL Server, MDD
Education
DePaul University 2005 — 2007
Distributed Computing
NJIT 1990 — 2000
BS, Computer Science and Industrial Engineering
Benjamin Range's Merrill Lynch Experience July 2000 - January 2003
Job Independent Commodities Trader
Industry Financial Services
Experience
BJR Trading January 2003 - Present
SB Trading October 2003 - September 2005
Merrill Lynch July 2000 - January 2003
Nuveen Investments December 1994 - July 2000
Fenwick High School August 1993 - December 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science, Agricultural Economics
BJR Trading January 2003 - Present
SB Trading October 2003 - September 2005
Merrill Lynch July 2000 - January 2003
Nuveen Investments December 1994 - July 2000
Fenwick High School August 1993 - December 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science, Agricultural Economics
William Helfrich's Merrill Lynch Experience 2012 - Present
Job Finance and Accounting Executive
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
State Street Global Markets, LLC 1999 - 2012
State Street Bank June 2004 - June 2006
Fidelity Investments March 1998 - March 1999
Fidelity Capital Markets June 1996 - March 1998
Skills
FINOP, Series 7, Series 63, Broker-Dealer Compliance, Internal Controls, Equities, Financial Analysis, Financial Statements, Account Reconciliation, Securities, Fixed Income, Derivatives, Cash Management, Strategic Financial..., Investments, Capital Markets, Forecasting, Financial Policies &..., Trading, FINRA, Financial Reporting
Education
DePaul University
Master of Business Administration (M.B.A.), Management Accounting
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
Merrill Lynch 2012 - Present
State Street Global Markets, LLC 1999 - 2012
State Street Bank June 2004 - June 2006
Fidelity Investments March 1998 - March 1999
Fidelity Capital Markets June 1996 - March 1998
Skills
FINOP, Series 7, Series 63, Broker-Dealer Compliance, Internal Controls, Equities, Financial Analysis, Financial Statements, Account Reconciliation, Securities, Fixed Income, Derivatives, Cash Management, Strategic Financial..., Investments, Capital Markets, Forecasting, Financial Policies &..., Trading, FINRA, Financial Reporting
Education
DePaul University
Master of Business Administration (M.B.A.), Management Accounting
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
paul svigos's Merrill Lynch Experience January 1983 - October 1992
Job Managing Director at Svigos Asset Management
Industry Investment Management
Experience
Svigos Asset Management January 1994 - Present
Merrill Lynch January 1983 - October 1992
Skills
Portfolio Management, Asset Allocation, Equity Trading, Real Estate Development, Commercial Real Estate, Hedge Funds
Education
DePaul University 1984 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
Northern Illinois University - College of Business 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Svigos Asset Management January 1994 - Present
Merrill Lynch January 1983 - October 1992
Skills
Portfolio Management, Asset Allocation, Equity Trading, Real Estate Development, Commercial Real Estate, Hedge Funds
Education
DePaul University 1984 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
Northern Illinois University - College of Business 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Michael Capasso's Merrill Lynch Experience June 2010 - August 2010
Job *
Industry Sports
Experience
Proline July 2011 - May 2014
Merrill Lynch June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Sales, Solution Selling, Salesforce.com, CRM, Account Management
Education
Miami University
Bachelor of Science (BS)
DePaul University
Proline July 2011 - May 2014
Merrill Lynch June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Sales, Solution Selling, Salesforce.com, CRM, Account Management
Education
Miami University
Bachelor of Science (BS)
DePaul University
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank