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.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Melaleuca:The Wellness Company January 2015 - Present
Minuteman Press September 2009 - October 2014
Cell Signaling Technology October 2001 - November 2007
S&H Greenpoints 1999 - 2000
McLean Care January 1990 - 1996
Heublein, Inc. October 1985 - 1990
Emhardt Corporation (Currently part of Black and Decker) September 1984 - 1985
Avon Cosmetics 1975 - 1977
Merrill Lynch 1975 - 1976
Avon Products, Inc. 1972 - 1975
Skills
Marketing, Corporate Gifts, Time Management, Photoshop, Marketing Strategy, Entrepreneurship, Management, Brochures, Small Business, New Business Development, Social Media Marketing, Email Marketing, Online Marketing, Graphic Design, Advertising
Education
University of Hartford 1985 — 1990
Marketing, Philosophy
Farmingdale State College 1969 — 1971
Business Admin.
BoatU.S. Cruising Logs July 2008 - Present
Favors Ventures, LLC July 2007 - March 2013
Merrill Lynch January 1991 - December 2006
Skills
Asset Allocation, Insurance, Small Business, Portfolio Management, Equities, Financial Analysis, Client Services, Finance, Asset Management, Investment Strategies, Business, Mutual Funds, Private Banking, Relationship Management, Investments, Risk Management, Retirement Planning, Wealth Management, Series 7, Financial Advisory, Investment Advisory, Retirement, Travel Writer, Blog Writer, Travel Writer for..., Publisher, Boating, Boat, Marine Industry, Travel Writing, ETFs, Management
Education
Northwood University
Bachelor's degree, Business
Ferris State University
Mantis Industries November 2011 - Present
Sustainable Forestry, Inc. April 2013 - Present
XLS Energy 2014 - 2015
Meyers Associates L.P. June 2012 - September 2013
Cornerstone Properties June 2008 - May 2011
Louisburg Properties July 2010 - January 2011
Merrill Lynch January 2010 - May 2010
Cornerstone Properties June 2008 - January 2010
Brookstone October 2006 - July 2007
Skills
Real Estate, Business Modeling, Investments, Customer Relations, Customer Service, Green Energy, Sustainable Housing, Start-ups, Leases, Financial Analysis, Entrepreneurship, Sustainable Energy, Listings, Property, CRM, Property Management, Finance, Investors, Selling, Investment Properties, Funding, Negotiation, Brokerage, Asset Management, Production Managment, New Business Development, Forest Management, Portfolio Management, Biomass, Sales, Forestry, Branding & Identity, Real Estate Economics, Strategic Financial..., Sustainable Agriculture, Market Research, Sustainability, Analysis, Brand Loyalty, Real Estate Transactions, Sustainable Development, Due Diligence, Land Acquisition, Brand Development, Brand Implementation, Securities, Private Equity, Reforestation, Brand Management, Sustainable Forest...
Education
Lesley University 2008 — 2012
Bachelor's Degree, Political Science
Fisher College 2006 — 2008
Associates degree, general studies
Bronx High School of Science
Lesley University
Achieved a Bachelor, Science for Political Science
Self Employed August 2014 - Present
Pussy & Pooch July 2014 - Present
Buttons & Bows LA July 2013 - August 2014
Itz-Urz March 2014 - May 2014
Sharpe Suiting April 2012 - February 2013
Stylelikeu September 2011 - January 2012
Edison Charter Academy May 2009 - May 2011
The Standard June 2006 - March 2008
Merrill Lynch August 2005 - June 2006
Skills
Social Media, Mac, Illustrator, Microsoft Office, Public Relations, Facebook, Blogging, Creative Direction, Fashion Design, Industrial Sewing, Fashion, Apparel, Apparel Sourcing, Adobe Creative Suite, Creative Industries, LexisNexis, Social Networking, Styling, Event Planning, Trend Analysis
Education
Los Angeles City College
Associate's Degree, Accounting
Fashion Institute of Design & Merchandising 2008 — 2010
Associate of Arts (A.A.), Fashion/Apparel Design
Merrill Lynch March 2012 - Present
GAIN Capital November 2009 - March 2012
Knight Capital Group June 2007 - August 2007
Skills
Equities, Financial Analysis, Fixed Income, Training, Investment Advisory, Strategy, Product Management, Team Building, Marketing Strategy, Finance, Financial Modeling, Microsoft Word, Mutual Funds, Portfolio Management, Bloomberg
Education
Fairleigh Dickinson University 2005 — 2009
B.S., Business Management
Ameriprise Financial Services, Inc. April 2012 - Present
Merrill Lynch July 2005 - April 2012
Ralph Lauren June 1990 - February 1998
Education
Fashion Institute of Technology 1976 — 1978
AAS, Menswear Design and marketing
SeeFood Media 2010 - Present
REVEL 2011 - 2014
57 GRAND 2009 - 2012
Highland Capital Management 2007 - 2009
Bank of America 2002 - 2007
Merrill Lynch 1998 - 2002
Skills
Private Equity, Venture Capital, Valuation, Investments, Investment Banking, Nonprofits, Portfolio Management, Business Development, Due Diligence, Leveraged Finance, Marketing Communications, Mergers & Acquisitions, Financial Modeling, Mergers, Investor Relations, Entrepreneurship, Management, Finance, Corporate Development, Start-ups, Corporate Finance
Education
Fashion Institute of Technology
Harvard University
BA
St. John Bosco High School July 2015 - Present
Miller Children's Hospital - Long Beach March 2010 - July 2015
Marketing & Fundraising Consultant - Freelance 2007 - 2010
CHOC Children’s Hospital of Orange County 2005 - 2007
Mustard Seed Ranch 2003 - 2005
Hellmuth Obata and Kassabaum 2001 - 2003
Mustard Seed Ranch 1998 - 2003
Merrill Lynch 1998 - 2001
Convention and Visitors Bureau - Buena Park 1997 - 1998
Whittier College 1995 - 1998
Skills
Fundraising..., Marketing Communications, Marketing Strategy, Fundraising, Public Relations, Community Outreach, Marketing, Marketing Management, Product Marketing, Strategic Planning, Event Management, Annual Giving, Healthcare, Internal Communications, Corporate Communications, Market Planning, Brand Management, Brand Development, Strategic Communications, Event Planning, Online Marketing, Strategy, Corporate Events, Alumni Relations, Sponsorship, Media Relations, Campaign Strategies, Philanthropy, Newsletters
Education
Fashion Institute of Design & Merchandising 1999 — 2001
Interior Design
Whittier College 1994 — 1998
Bachelor of Arts (BA), Business Administration and Management - Marketing
Chopard March 2015 - July 2015
Catherine Malandrino June 2013 - August 2013
Hollister Co. September 2010 - January 2011
Abercrombie & Fitch January 2010 - June 2010
Merrill Lynch July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Public Speaking, Photography, Public Relations, Facebook, Social Media, Teamwork, Social Networking, Graphic Design, Fashion, Blogging, InDesign, Sales
Education
Fashion Institute of Technology 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Fashion Merchandising
Berkshire School 2006 — 2009
Distinction in English and Digital Art
The Technical Times January 2014 - Present
Minyanville Media, Inc. September 2012 - Present
See It Market March 2014 - Present
Queen Anne's Revenge, LLC/LP April 2012 - Present
New York Trader's Expo February 2014 - February 2014
Merrill Lynch 2010 - April 2012
The Delp Company 2009 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Skills
Series 7, Series 66, Technical Analysis, FX trading, Futures Trading, Equity Trading, Options Strategies, Automated Trading, eSignal, Uniform Combined State..., Options, Wealth Management, Trading, Financial Markets, Electronic Trading, Proprietary Trading, Equities, Derivatives, FX Options, Commodity, Bloomberg, Hedge Funds, Investments, Currency, Portfolio Management, Trading Strategies, Trading Systems, Financial Modeling, Hedging, Alternative Investments, Foreign Exchange, ETFs, Valuation, Emerging Markets, Capital Markets, Equity Derivatives, Asset Management, Securities, Fixed Income, Investment Strategies, Bonds, Asset Allocation, Equity Research, Financial Services, Mutual Funds, Investment Banking, Finance, Investment Advisory, Investment Management, Bloomberg Terminal
Education
Flagler College 1997 — 2001
B.A., Business Administration
SUNY Fashion Institute of Technology 1999 — 2000
Associate of Science (A.S.), General Sales, Merchandising and Related Marketing Operations, Pass... I think? The Alumni Directory says I did anyway...0
DS Freeman High School 1993 — 1997
Advanced Credit Diploma, Distraction, 3.0
Porter Lyons November 2011 - Present
Polo Ralph Lauren May 2011 - November 2011
Balenciaga March 2011 - June 2011
Milly February 2011 - May 2011
Future Heretics January 2010 - November 2010
Merrill Lynch July 2009 - February 2010
Sand Hill Advisors May 2006 - July 2006
DFS, Duty Free Shoppers May 2006 - July 2006
Skills
Sewing, Trend, Fashion, Illustrator, Merchandising, Textiles, Marketing, Apparel, Draping, Adobe Creative Suite, Jewelry, Photoshop, Visual Merchandising, Fashion Design, Styling, Creative Direction, InDesign, Sketching, Brand Development, Mac, Luxury Goods, Interior Design, Trend Forecasting, Graphic Design, Microsoft Excel, Social Media, Photography, Retail, Trend Analysis, Leadership, Fashion Illustration, Pattern
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Designation Associates, Fashion Design
Tulane University - A.B. Freeman School of Business 2008 — 2009
Masters, Finance
Tulane University 2004 — 2008
Bachlor of Science in Management, Marketing, Art Studio
Stanford University
Bachelor's degree
Menlo School 2000 — 2004
The Grande Finale April 2007 - Present
Gem In Eye Fascinating Faucets February 2007 - Present
Traditional Therapeutics February 1999 - Present
Dean Witter Reynolds January 1992 - January 1993
Merrill Lynch January 1990 - October 1992
Skills
In my early 20's..., Twins and getting out..., Financial Industry pre..., Energy, Water, Testing, Strategic Planning, Management, Business Development, Customer Service, Team Building, Marketing Strategy
Education
University of California, Santa Cruz 1990 — 1994
BA, Comp Lit/ Health Science
Five Branches Institute College of Traditional Chinese Medicine 2008 — 2012
WORK IN PROGRESS, Acupuncture and Oriental Medicine, INCOMPLETE
Merrill Lynch March 2015 - May 2015
Wyndham Worldwide June 2014 - August 2014
BAYADA Home Health Care August 2013 - February 2014
Hoffski & Pisano, CPAs June 2013 - August 2013
Skills
Wealth Management, Analytical Skills, Finance, Salesforce.com, Outlook, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Accounting, Microsoft Excel, Public Speaking, Customer Service, Time Management, Social Media, Leadership, Research
Education
Fairleigh Dickinson University 2011 — 2015
Bachelor of Science (BS), Major in Business Administration, Minor in Accounting, 3.5
Faircom New York 2009 - Present
Vertis Communications 2006 - 2008
Merrill Lynch 2002 - 2006
Skills
Account Management, Vendor Management, Direct Marketing, New Business Development, Strategic Planning, Project Management, Direct Mail, Management, Marketing, Project Planning, Marketing Communications, Strategy, Marketing Strategy, Purchasing, Email Marketing, Leardership, Print Production, Department Manager, Production Operations, Team Building, Team Leadership, D
Education
Fashion Institute of Technology
AAS, Photography
Kean University
Wardlaw Hartridge
Organizing For Action, NC June 2013 - August 2013
Organizing For America - NC September 2012 - November 2012
Organizing For America - NC June 2012 - August 2012
Neuse Enterprises, Inc April 2006 - May 2010
Alltel Wireless September 2004 - December 2005
Merrill Lynch May 1995 - December 1996
United States Air Force October 1987 - August 1992
U.S. Air Force March 1970 - September 1987
Skills
Registered Investment..., Digital Imaging, Marketing Strategy, Information Security..., Retirement Planning, Financial Markets, Qualitative Research, Workplace Safety, Workforce Planning, Sales Management, Security Operations, Human Resource..., Competent Toastmaster,..., Registered..., Human Resources, Command, Sales, Leadership, Community Outreach, Public Speaking
Education
Fayetteville State University 1993 — 1995
Bachelor of Science, Business Administration and Management, Marketing
University of Southern Colorado 1990 — 1992
Community College of The Air Force, Associate of Science
Change Navigators, Colorado Springs, Colorado 1990 — 1991
Certificate, Total Quality Management Process Action Team Facilitator, Process Action Team Facilitator, Completed
P1ECE Apparel August 2014 - Present
StylRx December 2009 - Present
Azalea Boutique February 2014 - July 2014
Merrill Lynch January 2012 - February 2014
Macy's August 2009 - October 2009
Skills
Fashion, Marketing Strategy, Team Leadership, Sales, Management, Public Relations, Styling, New Business Development, Photography, Creative Direction, Idea Generation, Fashion Shows, E-commerce
Education
FIDM/Fashion Institute of Design & Merchandising-San Francisco 2009 — 2011
Associate of Arts (AA), Fashion Merchandising
TAPFIN-ManpowerGroup Solutions January 2012 - Present
Morgan Stanley April 2006 - January 2012
AIG January 2003 - April 2006
Merrill Lynch January 1997 - March 2002
Skills
Vendor Management, Program Management, Business Analysis, Outsourcing, Process Improvement, Financial Services, Project Management, Change Management, Risk Management, Business Process..., Resource Management, Offshoring, Management Consulting, Management, Strategic Planning, Project Portfolio..., Team Building, IT Strategy, Recruiting, Staffing Services
Education
Fairleigh Dickinson University
Bachelor of Science (B.S.), Management
Ithaca College
Bachelor of Science (B.S.)
Pro Toys e-boutique January 2014 - Present
Octane Sports March 2009 - Present
Portable Restroom Trailers, LLC June 2012 - June 2014
Merrill Lynch January 2011 - June 2012
Black Tie Innovations February 2003 - February 2009
Skills
Business Development, Business Sale, Brand Development, Corporate Branding, Wealth Management, Sports Marketing, Public Speaking, Public Relations, Sports Management, International Economics, Investments, Sales Leadership..., Automotive Sales..., Athlete Development, Direct Sales, Salesforce.com, Industrial Sector, PowerPoint, Community Outreach, Marketing, Leadership Development, International Logistics, Investment Banking, Stock Trading, International Business, Outside Sales, Web Development, Brand Ambassadorship, Nightclub, Entertainment, Corporate Events
Education
University of South Carolina-Columbia 2011 — 2013
Bachelor of Business Administration (B.B.A.), International Business
University of South Carolina-Columbia 1992 — 1996
Bachelor of Arts (B.A.), International Business
Fayetteville State University 1991 — 1992
English Language and Literature/Letters
KeHE Distributors March 2014 - Present
KeHE Distributors Inc March 2013 - March 2014
KeHE Distributors Inc October 2008 - February 2013
KeHE Distributors Inc April 2002 - February 2004
KeHE Distributors Inc January 2001 - April 2002
KeHE Distributors Inc October 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Tri County Doors January 1995 - January 1997
Clavier Consulting January 1994 - January 1995
Skills
Project Management, Engaging Speaker, Client Presentation, Positive Energy, Organized Multi-tasker, Training, Distributors, Key Account Development, Sales, Merchandising, National Accounts, Management, New Business Development, Key Account Management, Direct Store Delivery, Retail Category..., Grocery, Forecasting, Wholesale, Retail, Food, Account Management, Advertising, Marketing, Consumer Products, Sales Management, IRI, Pricing, Purchasing, Spectra, Leadership, Product Development, P&L Management, FMCG, Business Development, P&L
Education
Flagler College 1989 — 2003
BA, Communications-Advertising & PR, Minor - Business
Ryan Environmental Transport, LLC June 2014 - Present
NBC's ProFootballTalk.com June 2007 - Present
Cava & Banko, PLLC December 2010 - May 2014
MVB Bank May 2010 - December 2010
Merrill Lynch May 2008 - September 2008
Skills
Tax Accounting, Tax Preparation, Tax Returns, Sales Tax, Sales & Use Tax, Compilation Of..., Consolidated Financial..., Bookkeeping, Account Reconciliation, Property Tax, Spreadsheets, Financial Accounting, Cost Projections, Financial Controlling, Communication, Highly personable, Goal Oriented, Proposal Production, Web Design, Statistical Data..., IRS problem resolution, Government Accounting, Government Contracting, Government Proposals, Billing Systems, Billing Process, Third Party Billing
Education
West Virginia University 2004 — 2010
Bachelor of Science (BS), Accounting
Fairmont State University 2013 — 2013
TD Bank Group July 2014 - Present
TD March 2013 - Present
TD September 2009 - March 2013
Terry Fox Foundation 2009 - 2012
TD Canada Trust September 2009 - March 2010
CIBC January 2008 - March 2009
CIBC November 2005 - December 2007
CIBC Wood Gundy February 2002 - October 2005
Merrill Lynch September 1999 - February 2002
City of Toronto January 1990 - September 1999
Skills
Business Management, Portfolio Management, Budgeting, Banking, Business Analysis, SDLC, IT Governance, Program Management, Change Management, Application Development, Team Building, IT Strategy, IT Management, PMO, Project Portfolio..., Team Leadership, Executive Management, Analysis, Problem Solving, Governance, Team Management, Coaching, Strategy, Security, Management, Leadership, Software Project..., Vendor Management, Requirements Analysis, Software Development, PMP, Business Process..., Enterprise Architecture
Education
Fanshawe College 1982 — 1985
Diploma, Computers
Macy's October 2011 - Present
Macy's Corporate, Herald Square NYC February 2011 - October 2011
Self Employed January 2010 - April 2011
Blue Cross Blue Shield of Arizona September 2009 - February 2010
PetSmart February 2009 - September 2009
Motif (formerly MICE Marketcraft) January 2004 - December 2008
The Martz Agency July 2003 - December 2003
Merrill Lynch January 2001 - April 2003
Momentum Communications December 1998 - December 2000
Acclaim Entertainment 1993 - 1998
Skills
Art Direction, Marketing, Relationship Marketing, Illustrator, Strategy, Advertising, Web Design, Copywriting, Creative Direction, Packaging, Marketing Strategy, Graphic Design, Direct Marketing, Graphics, Logo Design, Digital Media, Layout, Project Management, Branding & Identity, Leadership, Creative Strategy, Art, Brand Development, Catalogs, Direct Mail, Typography, Adobe Creative Suite, InDesign, Photoshop, Mac, Management, Corporate Identity, Photography
Education
Fashion Institute of Technology 1989 — 1993
BFA, Advertising and Graphic Design
The Times Record Guest Services RepresentativeFairfield Inn & Suites/Courtyard by MarriottFebruary 2005 - November 2008
Merrill Lynch February 1988 - June 1989
Capital Blue Cross August 1984 - January 1988
Skills
Writing, Proofreading,..., Teamwork, Editing, Microsoft Office, Microsoft Word
Education
Fayetteville State University 1978 — 1983
BS, Business Administration/Management & Marketing
Fayetteville Community College 1980 — 1980
Real Estate Broker, Real Estate
CTTS/Flexscop Pensacola, FL 1975 — 1975
Communications Technician Technical, Naval Communications
comiXology November 2012 - Present
comiXology July 2009 - Present
Merrill Lynch April 2003 - June 2009
Prudential Financial May 1997 - March 2002
Skills
Graphic Design, Adobe InDesign, Adobe Photoshop, Adobe Illustrator, Project Management, Art Direction, Storyboarding, Illustration, Adobe Creative Suite, InDesign, Graphics, Layout, Digital Illustration, Photoshop, Art, Publications, Concept Development, Illustrator, Books, Web Design, Creative Direction, Corporate Identity, Magazines, Email Marketing, Corporate Branding, Advertising, Drawing, Mac, Branding & Identity, Logo Design, Typography, Concept Design, Posters
Education
Fashion Institute of Technology 1991 — 2005
Bachelor of Fine Arts (BFA), Graphic Design
HypnoCast 2006 - Present
NuWerks 1995 - Present
Walt Disney Imagineering 2000 - 2000
Ford Motor Company 1998 - 1998
Walt Disney Company 1997 - 1997
Macmillan 1995 - 1995
Bayer 1994 - 1994
Merrill Lynch 1994 - 1994
Coldwell Banker Real Estate 1994 - 1994
Century 21 1994 - 1994
Skills
Stage, Theatre, Psychology, Film, Hypnotherapy, Arts, Art, Illustrator, Flash Animation, Entertainment, Music, Creative Writing, Performing Arts, Acting, Musical Theatre, Public Speaking, Digital Media, Comedy, Production Managment, Festivals, Directing, Drama, Publicity, Singing, Voice Over, Storytelling, Television, Film Production, Event Planning, Voice Acting, Casting, Feature Films, Improvisation, Sound, Short Films, Producing, Dance, Screenwriting, Video Production, Commercials, Live Events, Emcee
Education
Fielding Graduate University 2008 — 2012
Ph.D. Psychology, MS in Psychology - MA in Media Psychology, Psychology
Loyola Marymount University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Somis Elementary
BSI Financial Services July 2015 - Present
GES - GE Capital 2006 - 2008
Fairbanks Capital 2000 - 2003
Merrill Lynch 1999 - 2000
Kotak Mahindra Bank 1997 - 1999
Kotak Mahindra Bank 1996 - 1997
Skills
Mortgage Servicing, Analytics, Reporting & Analysis, Access, Microsoft Office, Financial Analysis, Goldmine, SQL, Visual Basic 5.0/6.0, Alltel Mortgage System, MS Access, Advanced Excel, Risk Analytics, Finance, Analysis
Education
Symbiosis institute of Management Studies 1994 — 1996
Master of Business Administration (MBA), Finance, Marketing
Fergusson College 1991 — 1993
Bachelor of Arts (B.A.), Psychology, Literature, Political Science
Veraction May 2014 - Present
Michael Kors August 2012 - May 2014
Fendi N.A. May 2011 - September 2011
Giorgio Armani February 2011 - April 2011
Iron Data Solutions January 2009 - August 2010
Merrill Lynch August 2007 - August 2008
Skills
Microsoft Excel, Inventory Management, Customer Service, PowerPoint, Microsoft Office, Retail, Outlook, Microsoft Word, Merchandising, Accounting, Financial Analysis, Management, Visual Merchandising, Time Management, Strategic Planning, Team Building, Supply Chain Management, Leadership, Team Leadership, Business Analysis, Logistics
Education
LIM College 2010 — 2012
MBA, Fashion Management and Entrepreneurship
Fisk University 2003 — 2007
BS Business Administration, Accounting
Princeton Public Library, NJ September 2014 - Present
Women's Health & Counseling Center January 2005 - August 2014
AIG American General June 2004 - December 2004
Pharmacia May 2001 - July 2003
Merrill Lynch May 1998 - May 2001
NPR, Inc/Navieras 1988 - 1998
Skills
Treasury Management, Finance, Financial Analysis, Cash Management, Treasury, Corporate Finance, Financial Reporting, Human Resources, Grant Administration, Budgets, Non-profit..., Nonprofits, Banking Relationships, Employee Benefits
Education
Fairleigh Dickinson University 1992 — 1995
MBA, Corporate Finance
Rutgers University-New Brunswick 1978 — 1982
BA
Lionsgate Investments Inc. September 2014 - Present
Lionsgate Investments Inc. September 2006 - September 2014
Merrill Lynch January 2006 - November 2011
HSBC January 1998 - December 2006
Skills
401k Rollovers, Wealth Accumulation, Investment Advisory, Fixed Annuities, Wealth, Series 7, Wealth Management, Management, Estate Planning, Strategic Financial..., Insurance
Education
Ferrum College
Bachelor of Science, Finance
Old Dominion University
Cargill August 2011 - February 2013
Cargill June 2007 - August 2011
Merrill Lynch January 2007 - April 2007
US Army January 1999 - January 2006
Skills
Problem Solving, Communication, Risk Management, Microsoft Excel, Microsoft Office, Training, Financial Analysis, Financial Reporting, Financial Risk, Data Analysis, Financial Modeling, Team Building
Education
University of St. Thomas 2010 — 2012
Master of Business Administration (MBA), Finance, General
Fayetteville State University 2006 — 2007
Bachelor of Science (BS), Finance, General
Merrill Lynch- Private Banking and Investment Group June 2006 - Present
Merrill Lynch April 2003 - June 2006
Merrill Lynch July 1999 - April 2003
Education
Flagler College 1995 — 1999
Accounting and Business Major
UPS March 1993 - Present
Merrill Lynch September 1983 - March 1993
Skills
Analysis, Microsoft Office, Access, Microsoft Excel, Business Analysis, Process Improvement, Windows, Software Documentation, Research, Microsoft Word, PowerPoint, Outlook, Visio, Team Leadership, SharePoint, Customer Service, Management, Leadership, Team Building
Education
Felician College 2003 — 2005
Business/Marketing
Ramapo College of New Jersey 1980 — 1983
Business
Service Express, Inc. July 2001 - Present
Merrill Lynch January 2000 - June 2001
IBM July 1984 - December 1999
Skills
Data Center, Storage, HP, Solution Selling, Servers, Management, Leadership, Customer Satisfaction, SaaS, Disaster Recovery, Managed Services, Technical Support, Cloud Computing, Sales, Sales Process, Virtualization, Customer Service, Hardware, Computer Hardware, Cold Calling, Account Management, Networking, Dell PowerEdge Servers, Sun, HP Proliant, IBM iSeries, IBM Servers, IBM AS/400, EMC Storage, Sales Presentations, Team Leadership, Needs Analysis, Needs Assessment, Creative Solutions, New Business Development
Education
Ferris State University 1979 — 1983
B.S.Business Administration, Major in Management and Economics
Flint Northern High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
American Income Life Insurance Company May 2015 - Present
Merrill Lynch March 2015 - Present
Muriale's May 2014 - August 2014
Skills
Retirement Planning, Portfolio Management, Finance, Customer Service, Microsoft Office, Microsoft Excel, People Skills, Financial Planning, Networking, Communication, Time Management, Data Analysis, Social Networking, Public Speaking, Databases, Accounting, Economics, Access, Teamwork, Business Analysis, Financial Analysis, Word Processing, Management, Data Mining, Leadership, PowerPoint, Team Building, Public Relations, Social Media, Sales, Market Research
Education
Fairmont State University 2012 — 2016
Bachelor of Business Administration, Finance and Financial Management Services, 3.73
William J Farmer Real Estate Group July 2014 - Present
OnBoard New York City Tours September 2011 - September 2013
Home Excellence, USA October 2009 - February 2011
LocalAdLink February 2009 - December 2010
YTB / SandBox Travel January 2007 - August 2009
Bank of America November 2007 - August 2008
Merrill Lynch January 2001 - December 2006
Herzog Heine & Geduld January 1999 - November 2001
Skills
Online Advertising, Sales, Team Building, Entrepreneurship, Customer Service, Management, Leadership, Troubleshooting, Integration, Business Planning, Project Planning, Networking, Small Business, B2B, Budgets, Marketing, Project Management
Education
Felician College
BA, Business Management
Queensborough Community College
AAS, Mechanical Technolgy
Suburban Tech
Certification, Industrial Electronics Technology/Technician
Tata Consultancy Services August 2015 - Present
Dealertrack Technologies September 2014 - January 2015
CGI April 2013 - September 2014
Humana April 2012 - August 2012
CVS Caremark Corporation March 2011 - August 2011
JPMorgan Chase February 2009 - August 2010
Merrill Lynch March 2007 - February 2009
Federal Reserve Bank of New York October 2006 - February 2007
JPMorgan Chase February 2005 - September 2006
Standard & Poor's July 2004 - February 2005
Skills
Agile Methodologies, Project Management, SDLC, Requirements Analysis, Software Project..., User Acceptance Testing, Requirements Gathering, Quality Center, SQL, Testing, Oracle, IT Strategy, Test Management, Scrum, Quality Assurance, QTP, Software Quality..., Test Automation, Software Development, System Testing, HP Quality Center
Education
Ferris State University
MS - Information Systems Management
Insys Group, Inc January 2015 - Present
INSYS Group, Inc. March 2013 - Present
Software Engineering December 2011 - December 2012
Merrill Lynch September 1983 - September 2011
Merrill Lynch September 1983 - 2011
Skills
C Programmer, Sun Certified Java..., Unix System..., Bloomberg, Structured Products, Structured Finance, Market Data, Equities, Fixed Income, C, Bonds, Options, Wealth Management, Banking, Mutual Funds, Back Office, Sybase, C# Programming, C++ Programming, Pricing, SAP R/3, ABAP Programmer, Data Warehousing, SQL, Agile, Database Design, Integration, DB2, PHP, Mysql, Python, Agile Methodologies, C#, MySQL, CICS, Databases, JCL, C++, Securities, Financial Services, Hedge Funds, Derivatives, Capital Markets, Financial Markets, Credit Derivatives, Investment Banking, Middle Office, Equity Derivatives, Swaps, Prime Brokerage
Education
NYU 1990 — 1995
Certification, Systems Programming
Fairleigh Dickinson University 1979 — 1983
BS, Management/Marketing
Raiffeisen Bank International AG (RBI) November 2009 - Present
Raiffeisen Bank International AG (RBI) December 2007 - November 2009
UBS Investment Bank March 2007 - May 2007
Merrill Lynch August 2006 - September 2006
Skills
Structured Finance, Emerging Markets, Valuation, Leveraged Finance, Trading, Syndications, Financial Structuring, High Yield, Power Trading, Trade Finance, Mergers, LBO, Loans, Mergers & Acquisitions, Financial Institutions, Loan Origination, Investment Banking
Education
Frankfurt School of Finance and Management 2006 — 2007
Master of Finance in Finance, Investment Banking & Capital Markets
Финансовый Университет при Правительства Российской Федерации / Finance University under the Government of the Russian Federation 2000 — 2005
Diploma with honors, Finance
Bank of America June 2006 - January 2010
Harris Bank December 1999 - November 2000
Merrill Lynch July 1998 - December 1999
Bank of America July 1993 - December 1998
Education
Ferris State University
Bachelor, Business Management
Ferris State University
Associate, Applied Arts
Merrill Lynch June 2011 - Present
Capital Steel & Wire October 2009 - July 2011
The Sovereign Group @ Smith Barney January 2007 - October 2009
Capital Steel & Wire, Inc. January 2003 - December 2006
Key Advisors Group December 2000 - January 2003
Education
Ferris State University 1992 — 1996
B.S., Business - Marketing
Association Technology Solutions (ATS) September 2011 - Present
Charles Schwab April 2008 - September 2011
CFP Board October 2005 - December 2007
Merrill Lynch August 1992 - December 2001
Education
Farmingdale State College 1990 — 1991
Associates, Liberal Arts, Math and Science
UF Health Jacksonville February 2013 - October 2014
American Society of Training & Development (ASTD) 2007 - 2009
Merrill Lynch 1999 - 2002
Merrill Lynch Credit Corporation 1994 - 2001
Merrill Lynch 1994 - 2000
Executrain 1998 - 1999
Skills
Leadership, Strategic Planning, Public Relations, Organizational..., Change Management, Learning Management..., Management Consulting, Performance Management, Editing
Education
Fielding Graduate University 2001 — 2003
M.A., Organizational Development
Southern Illinois University, Carbondale 1999 — 2000
B.S., Workforce Education & Development
Arthur Bell, Certified Public Accountants July 2012 - Present
Arthur Bell, Certified Public Accountants July 2008 - June 2012
Arthur Bell, Certified Public Accountants July 2006 - June 2008
Arthur Bell, Certified Public Accountants July 2004 - June 2006
Trust Company of Australia 2001 - 2004
Merrill Lynch 2000 - 2001
Royal Bank of Scotland 1997 - 1999
Tattersalls 1994 - 1997
Skills
Tax Compliance, Alternative Investments, Excel, Equities, International Tax, Financial Modeling, Hedge Funds, Fund Of Funds, Offshore Funds, Schedule K-1s, Microsoft Excel, Financial Analysis, Accounting
Education
University of Ballarat 1990 — 1993
Business, Accounting, Information Systems
BlackRock Financial Management September 2005 - Present
Merrill Lynch August 1986 - September 2006
City Federal October 1983 - August 1986
Skills
Bloomberg, Financial Reporting, Accounting, Mutual Funds, Equities, Asset Managment, Financial Statements, Auditing, Microsoft Excel, Microsoft Office
Education
Fairleigh Dickinson University 1979 — 1982
Bachelor of Science (BS), Accounting
Middlesex County College 1977 — 1979
Associate's degree, Accounting
Private Advisor Group January 2015 - Present
Stifel Financial Corp. 2004 - June 2014
Merrill Lynch 2000 - 2002
Skills
Financial Services, Series 7, Investment Banking, FINRA, Derivatives, Financial Planners, Valuation, Relationship Management, Equity Trading, AML, Trading Systems, Equity Research, Electronic Trading, Estate Planning, 401k, IRAs, Trading, Strategic Financial..., ETFs, Fixed Annuities, Asset Management, Investment Management, Portfolio Management, Capital Markets, Retirement, Retirement Planning, Options, Investments, Bloomberg, Hedge Funds, Wealth Management..., Investment Strategies, Fixed Income, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Asset Allocation, Securities, Financial Advisory, Stocks, Mutual Funds, SEC Regulations, Securities Trading, Futures Operations, Funds Processing, NFA Series 3, Series 66
Education
Montclair State University 2002 — 2004
Bachelor's Degree With Honors, Psychology
Fisher College 1984 — 1986
Associate of Science
American School of Paris 1980 — 1984
College Preparatory Program
J. Knipper & Company through G&M Health, LLC January 2013 - Present
AIG through Modis June 2011 - December 2012
Advanced Health Media October 2007 - June 2011
Merck April 2005 - September 2007
Prudential Assurance December 1999 - April 2005
Merrill Lynch April 1998 - December 1999
Prudential Financial October 1997 - April 1998
ADP July 1996 - October 1997
Skills
SDLC, Test Planning, Quality Center, Testing, User Acceptance Testing, Quality Assurance, Regression Testing, System Testing, Test Automation, Test Cases, Oracle, Software Documentation, Manual Testing, MS Project, Integration, Databases, Systems Analysis, Access, Defect Tracking, SQL, HP Quality Center, Microsoft Project
Education
Fairleigh Dickinson University 1985 — 1992
Master of Arts; Bachelor of Arts, Corporate Communications; History
Quality Assurance Institute 1997 — 1998
Certified Software Test Engineer (CSTE), Computer Software Engineering
PDR Voice Coaching 2013 — 2013
Voice Over - Animation and Commercials
NASA PAAC III & IV Contract / Vantage Systems/ ASRC-Inuteq June 2002 - Present
CSC August 2008 - April 2009
NASA PAAC I & II Contract / QSS Group / Computer Sciences Corp. (CSC) June 2002 - August 2008
Merrill Lynch August 1996 - June 2002
GE Astro Space / Lockheed Martin 1990 - 1996
Skills
Project Planning, Project Management, Program Management, Earned Value Management, PMO, MS Project, Analysis, Systems Engineering, Requirements Management, Microsoft Office, Proposal Writing, Milestones Professional, Cost Accounting, SDLC, Aerospace, Project Server, Engineering Management, Strategy, Management, Engineering, Leadership, Configuration Management, Process Scheduler, Risk Management, Budgets, PMP, Training, Integration, Process Improvement, Government, Software Development, Government Contracting, Project Portfolio..., Testing
Education
Fitchburg State University 1988 — 1989
Bachelor of Science
University of Hawaii at Hilo 1985 — 1987
Merrill Lynch May 2008 - Present
New York Jets April 2012 - March 2014
Leanne Schanzer Promotion Inc September 2010 - December 2010
Victoria's Secret September 2007 - August 2008
Drug Fair July 2006 - January 2008
Skills
Marketing, Financial Analysis, Event Management, Marketing Communications, Leadership, Microsoft Office, Direct Marketing, Research, Outlook, Advertising, Microsoft Excel, Microsoft Word, Corporate Communications, Public Relations, Customer Service, Public Speaking, Teamwork, Time Management, Social Networking
Education
Monmouth University 2013 — 2015
Master of Arts (MA), Corporate and Public Communication
Fashion Institute of Technology 2009 — 2011
Bachelor's, Advertising and Marketing Communication
Monmouth University 2007 — 2008
Bachelor of Science
Merrill Lynch April 2011 - August 2014
Fidelity Investments October 2010 - April 2011
Fidelity Investments September 2007 - October 2010
Skills
Financial Advisory, Stock Trading, Financial Analysis, Equities
Education
Jones International University 2010 — 2012
MBA, Financial Analysis
Flagler College 2002 — 2006
Accounting, Economics
Saint Johns Community College 2002 — 2002
Business
Unbound Transportation Corporation August 2010 - Present
Eagle Transportation Corporation January 2009 - August 2010
Merrill Lynch August 2008 - November 2008
Walgreens June 2007 - March 2008
US Government January 2006 - April 2006
PetroleumTransportation Company August 2003 - March 2006
Education
Fayetteville State University 2005 — 2008
MBA, Fianance & Operations
Fayetteville State University 2003 — 2005
BS, Business Administration; Management Information Systems
Kornreich - NIA December 2006 - Present
Merrill Lynch 2003 - 2005
Cowen and Company 2000 - 2003
Education
Farmingdale State College 1998 — 2000
Medical Laboratory Technology
North Paulding Lacrosse Club October 2010 - Present
Pellegrino Household February 1998 - Present
Sloate, Weisman, Murray and Company October 1991 - December 1997
Merrill Lynch September 1988 - October 1991
Skills
Strategic Planning, Marketing Strategy, Time Management, Marketing, Marketing Communications, Public Relations, Social Media Marketing, Strategy, Event Management, Market Research, Social Networking, Advertising, Fundraising, Business Development, Marketing Management
Education
Fashion Institute of Technology 1987 — 1991
Bachelor's degree, International Marketing
Fashion Institute of Technology 1987 — 1991
Bachelor's degree, International Marketing
FormulaFolio Investments, LLC. December 2014 - Present
Rinvelt & David,LLC July 2012 - August 2014
Ferris State University September 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
PowerPoint, Teaching, Analysis, FINRA, Personal Financial..., Microsoft Excel, Microsoft Word, Series 7, Finance, Financial Analysis, Financial Planning, Financial Services, Investments, Investment Advisory, Investment Strategies, Chartered Financial..., Certified Financial...
Education
Ferris State University 2008 — 2012
Bachelor of Science, Investment Finance, 3.97
Secret Me Lingerie February 2011 - Present
Dart Seasonal Products September 2004 - Present
Merrill Lynch 1999 - 2004
Skills
Retail, Layout, Sales, QuickBooks, Social Networking, Advertising, Marketing, Email Marketing, Fashion
Education
Fashion Institute of Technology 1998 — 2000
Advertising/Graphic Design
Queens College 1992 — 1995
RJH Real Estate Venture LLC July 2013 - Present
Lazard January 2013 - April 2013
Lazard 2005 - 2013
PNC 2003 - 2005
Merrill Lynch 1998 - 2002
Merrill Lynch 1994 - 1998
Merrill Lynch 1986 - 1993
Skills
Risk Management, Finance, Auditing, Corporate Finance, Financial Risk, Accounting, Capital Markets, Management, Budgets, Financial Services, Cash Management, Consolidation, Asset Management, Executive Management, Policy
Education
Fairleigh Dickinson University
Bachelor’s Degree, Accounting
Rose International May 2014 - Present
Merrill Lynch April 2000 - December 2010
Admiral Zumwalt March 1987 - January 2000
McCoy Weaver Wiggins Cleveland & Raper Law Firm March 1980 - February 1987
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Fayetteville Technical Community College 1979 — 1981
Associate's degree, Legal Assistant/Paralegal, 3.8
Mount Grace Girls High School 1958 — 1962
High School
Art League of Long Island 2015 - Present
Jan Art Creations 1900 - Present
Kids Create 1994 - 1998
Impressions 1988 - 1992
Ally Gargano 1987 - 1988
Merrill Lynch 1982 - 1987
The Estée Lauder Companies Inc. 1980 - 1982
Skills
Fine Art, Painting, Art, Contemporary Art, Visual Arts, Mixed Media, Galleries, Oil Painting, Sculpture, Photography, Teaching, Microsoft Office, Gardening, Cooking, Public Art, Curating, Watercolor, Figurative Art, Art History, Acrylic, Art Education, Drawing, Graphic Design, Printmaking, Studio Art, Illustration, Photoshop
Education
LIU Post
Master of Fine Arts (MFA), Studio Art - Painting, Summa Cum Laude
School of Visual Arts
Bachelor of Fine Arts (BFA), Media Art
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Advertising Design, Cum Laude
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo Advisors, LLC October 2007 - April 2014
UBS October 2002 - August 2007
Merrill Lynch November 1993 - October 2002
Education
Ferris State University
Bachelor’s Degree, Business Administration
Merrill Lynch November 2014 - Present
Israel Lacrosse January 2013 - Present
High Point University July 2012 - November 2014
Franklin & Marshall College September 2008 - April 2012
Dickinson College July 2004 - June 2007
Skills
Teaching, Event Planning, Higher Education, Public Speaking, Sports Management, Fundraising, Research, Microsoft Office, Sports, PowerPoint, Social Media, Event Management, Athletics, Student Development, Student Affairs, Team Building, Team Leadership, Coaching, Lacrosse, Nonprofits, Curriculum Development, Sports Marketing, Community Outreach, Facebook, Social Networking, Program Development, Public Relations
Education
Fashion Institute of Technology 2007 — 2008
Associate of Arts (A.A.), Jewelry design
Franklin & Marshall College 1999 — 2003
BA, Business Administration and Mathematics
Citi April 2014 - Present
Jones Lang LaSalle June 2009 - April 2014
Merrill Lynch July 2003 - February 2009
Merrill Lynch May 2000 - July 2003
Merrill Lynch April 1998 - May 2000
Leo Prager July 1991 - April 1998
Lite Raze Inc, Brooklyn, NY July 1989 - July 1991
The Gallery Inc. May 1987 - July 1989
Skills
Vendor Management, Corporate Real Estate, Facilities Management, CRM, Leadership, Project Planning, Management, Change Management, Interior Design, Budgets, Project Management, Strategy, Operations Management, Move Management, Analysis, Negotiation, Strategic Planning, Business Strategy, Human Resources, Risk Management
Education
Fashion Institute of Technology 1986 — 1988
AAS, Visual Merchandising & Space Planning
Fashion Institute of Technology 1984 — 1986
AAS, Fine Arts
FDR
Novartis Oncology March 2015 - Present
Prudential Financial 2012 - March 2015
Prudential Financial 2008 - 2012
Prudential Financial 2003 - 2008
Schindler Elevator Corporation 2001 - 2002
Merrill Lynch 2000 - 2001
Kings Super Markets 1996 - 2000
Skills
Organizational..., Leadership Development, Leadership, Workshop Facilitation, Talent Management, Executive Coaching, Performance Management, Organizational..., Employee Engagement, Organizational Design, Program Management, Succession Planning, Change Management, Strategic Planning, Workforce Planning, Process Improvement, Onboarding, Team Building, Coaching, Career Development, Public Speaking, Human Resources, Executive Development, Culture Change, Employee Training, Employee Relations, Training, Management Development, Personnel Management, HR Consulting, College Recruiting, Management Consulting, 360 Feedback
Education
Fielding Graduate University
Certificate, Evidence Based Coaching
Seton Hall University
MBA, Management
Susquehanna University
BA, English
Elmwood Park Memorial HS
Michael A. Gordon, CPA September 2012 - Present
Designs Plus September 2002 - Present
Office Furniture Warehouse, Inc. August 2005 - August 2007
Merrill Lynch September 1997 - September 2001
Kinney Shoe Corporation June 1993 - May 1996
Empire Office Equipment July 1992 - May 1993
Skills
Interior Design, Project Management, Space Planning, Marketing, Furniture, Interior Architecture, : Microsoft Office,..., Budgets, Bookkeeping, Office Management, Social Media, Contract Negotiation, Leadership, Customer Service, Strategic Planning, Team Building, Project Planning
Education
Fashion Institute of Technology 1988 — 1992
Bachelor of Fine Arts (BFA), Interior Design
Walt Whitman High School
Hans Schell Agency of State Farm Insurance November 2012 - Present
Merrill Lynch March 2012 - October 2012
Rivers Insurance July 2011 - October 2012
Liberty Mutual Insurance March 2009 - July 2011
Ives & Associates July 2008 - February 2009
Mortgage Industry 1998 - 2008
Skills
Insurance Solutions, Marketing Strategy, B2B, Cold Calling, Consultative Selling, Building Relationships, Lead Generation, Direct Sales, Insurance, Selling, Sales, Sales Management, Employee Benefits, Budgets, Competitive Analysis, Business Development, Sales Operations, Training, Customer Retention, Customer Satisfaction, Time Management, Recruiting, Networking, Life Insurance, Leadership, Loans, Customer Service, Mortgage Lending, Account Management, Executive Management, Sales Process, Investments, CRM, Financial Services, Marketing, Sales Presentations, Salesforce.com, Small Business, Team Building, Retail, Management, Strategy, Relationship Building
Education
Fairmont State University 1994 — 1998
BSBA, Marketing and Management
Wheeling Central Catholic High School 1990 — 1994
HS Diploma, College Prep
Merrill Lynch June 2011 - Present
Skills
Leadership, Management, Portfolio Management, Strategic Planning
Education
Ferris State University 1992 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Merrill Lynch March 2015 - June 2015
Rochester Research Associates November 2013 - January 2015
Pathfinder Engineers & Architects LLP September 2013 - September 2013
Pacific College of Oriental Medicine January 2011 - August 2013
CQ/3x3 November 2007 - October 2010
Educational Direct, LLC. April 2006 - November 2007
Skills
Customer Service, Microsoft Office, Time Management, Higher Education, Administrative..., Creative Problem Solving, Office Management, Confidentiality, Team Leadership, Phone Etiquette, Proofreading, A/R collections, Outlook, Payroll, Administrative Work, Photoshop, Teamwork, PowerPoint, Written Correspondence, Microsoft Word, Microsoft Outlook, Receptionist Duties, InDesign, Image Manipulation, Interpersonal..., Microsoft Excel, Cash Handling Experience, daily cash..., Social Media, Microsoft Publisher, Training, Supervising, Decisiveness, Photo-retouching, FERPA, Soft Skills, Adaptability, Conflict Resolution, Data Entry, Conflict Management, Editing, Research, Microsoft OneNote, Dropbox, Administrative..., Administration, Problem Solving
Education
Fashion Institute of Technology 2002 — 2007
Bachelor of Fine Arts (BFA), Illustration
Fred Pryor CareerTrack Seminars
Microsoft Excel: Beyond the Basics
Eagle Strategies, LLC (New York Life Company) October 2015 - Present
New York Life Insurance Company January 2015 - Present
Merrill Lynch June 2012 - March 2014
SKH Properties & Development January 2009 - April 2012
Best Choice Real Estate January 2003 - October 2008
SunnTek Group, Inc. January 2002 - October 2003
Lucent Technologies January 1996 - October 2001
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Series 66, Life and Health..., Marketing Communications, Telecommunications, Corporate Events, Product Marketing, International Business, Foreign Languages, Commercial Real Estate, International Project..., International Relations, International Marketing, International..., Investment Properties, Property Management, Project Management, Telecommunications..., Global..., Employee Training, Customer Events, Customer Oriented, Committed to Customer..., Fashion Design, Nonprofits, Church Services, Customer Product..., Korean, Japanese, Real Estate Broker...
Education
Fairleigh Dickinson University-Florham Campus
Marketing and Business Administration, Cum Laude
Fashion Institute of Technology
Fashion Design
Tokyo Mode Fashion Institute
Fashion Design
Merrill Lynch August 2008 - Present
Morgan Stanley Smith Barney April 2003 - August 2008
Prudential Financial December 1995 - April 2003
Ford Motor Company December 1993 - December 1995
Skills
Asset Allocation, Financial Planning, Portfolio Management, Series 7, Annuities, Asset Management, Portfolio Strategy, Risk Management, Alternative Investments, Fixed Income, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Finance, Retirement Planning, Wealth Management, Separately Managed..., Fixed Annuities, Investment Strategies, ETFs, Series 63, Investment Management, 401k, Equities, Securities, Uniform Combined State..., Financial Advisory, IRAs, Retirement, Series 65
Education
Harvard Extension School 2014 — 2018
Master's degree, Finance
Wharton School of Business 1999 — 2000
CIMA, Certified Investment Management Analyst, Finance/Investment
Western Michigan University 1991 — 1993
Bachelor of Science, Communications/Finance
The Ohio State University 1990 — 1991
Business
Ferris State University 1988 — 1990
Business
High School 1985 — 1988
Bank of America Merrill Lynch June 2004 - Present
Merrill Lynch June 1999 - May 2004
Merrill Lynch September 1998 - May 1999
Merrill Lynch October 1997 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, English, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, HTML, Budgets, Editing, Social Media, Business Analysis, Management, Project Management, Product Management, Sales, Marketing
Education
Farmingdale State University of New York 2000 — 2001
Island trees High School
Florida Marlins March 2011 - September 2013
Macys 2011 - 2012
StateTrust Capital 2006 - 2008
Merrill Lynch May 1998 - March 2007
Skills
Inventory Management, Merchandising, Store Management, Sales, Management, Visual Merchandising, Advertising, Coaching, Marketing, Finance, Selling, Software Documentation
Education
Farmingdale State University of New York 1974 — 1976
Assoicates degree, Fi
Bank of America Merrill Lynch November 2014 - Present
AIG October 2011 - Present
Merrill Lynch April 2004 - April 2010
Starpoint Solutions 1995 - 2003
Starpoint - TIS (Transaction Information Systems) 1996 - 2002
Apertus technologies 1993 - 1996
Skills
Financial Services, Underwriting, Business Analysis, Account Management, Project Management, Vendor Management, Strategy, Financial Analysis, Strategic Planning, Insurance, Property & Casualty..., Management, Leadership, Process Improvement, Business Process..., Change Management, Marketing, CRM, SDLC, Business Planning, Business Process
Education
Fashion Institute of Technology
Merrill Lynch June 2012 - Present
Morgan Stanley March 2011 - June 2012
RBC Wealth Management May 2004 - March 2011
Thomas Weisel Partners December 1999 - March 2004
Skills
Series 7,9,10,24,51,66, Administrative,..., Management, CRM, Equities, Wealth Management, Finance, Risk Management, Financial Services, Expense Management, Event Planning, Event Management, Operational Efficiency, Travel Management, Business Meetings
Education
Felician College
BA, Business Management & Marketing
NYC Department of Parks & Recreation January 2012 - Present
Independent Consultant March 2008 - December 2011
PineBridge Investments September 2011 - October 2011
Euro RSCG Life x2 March 2007 - March 2008
Independent Freelancer October 2001 - March 2007
Alliance Computing Solutions October 2004 - September 2005
ACS Career Training Center May 2004 - August 2004
Merrill Lynch March 1999 - September 2001
Visual International September 1993 - February 1999
Slide Center Inc. March 1992 - September 1993
Education
ACS Career Training Center
New Horizons Computer Learning Centers
Fashion Institute of Technology
Computer Animation
New York University
School of Visual Arts
Graphic Design
Harrison and Star June 2014 - Present
AgencyRx March 2014 - June 2014
AgencyRx September 2012 - February 2014
AgencyRx September 2010 - September 2012
Cline Davis & Mann January 2010 - September 2010
Merrill Lynch June 2007 - September 2007
Skills
Social Media, Advertising, Social Media Marketing, Creative Strategy, Direct Marketing, Social Networking, Sales, Digital Marketing, Online Advertising, Marketing Strategy, Marketing, Market Research, Integrated Marketing, Direct Mail, Copywriting, Email Marketing, Facebook, Digital Media, Digital Strategy, Marketing Communications, Backing Vocals, Anti-Bullying, Pilates, Anime, Water, Low Back Pain, Bollywood, Restorative Justice, Plate Making, Shrinkage, Chess, Apache Camel, Milk, Bath Salts
Education
Stetson University 2006 — 2009
BBA, Finance
Fisher College 2005 — 2006
Merrill Lynch 2011 - Present
Fimat 2005 - 2008
Tradition North America, Inc. April 1997 - April 2005
Credit Suisse First Boston September 1991 - September 1994
JP Morgan Chase September 1990 - September 1991
JP Morgan Chase 1987 - 1990
Skills
Investments, Fixed Income, Bloomberg, Credit, Trading, Options, Derivatives, Financial Markets, Equities, Portfolio Management, FX Options, Wealth Management, Bonds, Credit Derivatives, Financial Services, Finance
Education
Fairleigh Dickinson University 1983 — 1987
BS, Finance
Palisades Park High School
IBM August 2011 - Present
PSG March 2011 - August 2011
Grocery Haulers 2002 - 2011
Merrill Lynch 1995 - 1997
AT&T 1980 - 1990
Solomon Brothers 1987 - 1987
Time Sharing Resources (TSR) 1975 - 1981
Skills
Access, Visual Basic, VBA, Programming, Databases, DB2, JCL, COBOL
Education
Fairleigh Dickinson University 1973 — 1975
Master of Science, Computer Science
Manhattan College 1961 — 1965
B.S.E.E., Electrical Engineering
The Connors Group November 2010 - August 2012
Merrill Lynch November 2008 - November 2010
Bowers Securities, Inc. July 2006 - June 2008
Tradition Asiel Securities, Inc/ April 2002 - July 2006
Skills
Trading, Equities, Options, Financial Markets, Portfolio Management, Trading Systems, Sales, Asset Management, Technical Analysis, Securities, Commodity, Investments, Equity Trading, Electronic Trading, Derivatives, Hedge Funds, Alternative Investments, Trading Strategies, Equity Research, FX Options, Capital Markets, Mutual Funds, Finance, ETFs, Series 7, Series 63, Fixed Income, Bonds, Bloomberg, Hedging, Investment Strategies, FINRA, Asset Allocation, Financial Services, Investment Advisory, Equity Derivatives
Education
Fairleigh Dickinson University 1996 — 2000
BS, Business
PNC November 2012 - Present
Fifth Third Bank August 2009 - November 2012
Merrill Lynch March 2006 - August 2009
Imperial Design May 1999 - September 2001
Premier Fitness June 1994 - April 1999
Education
Ferris State University 2001 — 2006
Business Admin
Grand Rapids Community College 2000 — 2005
Associate
Forest Hills Central 1990 — 1994
Diploma
Fiberseal Fabric Care System December 2005 - Present
texspex November 2005 - Present
Unilever Home and Personal Care, North America 1983 - 2005
Merrill Lynch February 1983 - August 1983
Skills
Product Development, Microsoft Office, Excel, PowerPoint, Problem Solving, Public Speaking, Research, Team Leadership, Analysis, R&D, Textiles, Home Textiles, Apparel, Detergents, Product Performance, Performance Measurement, Training & Development, Technical Training, Product Management, Interior Design
Education
Fashion Institute of Technology 1985 — 1990
BS, Textile: Production Mgmt.
CUNY North Country CC 1980 — 1982
AS, Math/Science
Hospice Care Network August 2009 - Present
Hospice Care Network June 2010 - Present
Hospice Care Network August 2003 - August 2009
Merrill Lynch January 1979 - November 1983
Skills
Case Management, Reiki, Hospitals, Healthcare, Healthcare Management, Program Development, Community Outreach, Patient Safety, Public Speaking, Clinical Research, Mental Health, Customer Service, Home Care, Social Services, Nursing, Nonprofits, Microsoft Excel
Education
Farmingdale State University of New York
BlackRock October 2010 - Present
Planet Associates April 2008 - May 2010
Citigroup 1999 - 2008
Datavox 1999 - 2004
Merrill Lynch 1998 - 1999
Skills
Vendor Management, Data Center, Infrastructure, Program Management, Disaster Recovery, Switches, Software Documentation, Telecommunications, Troubleshooting, Hardware, Networking, Management, Visio, Security, ITIL, Databases, Infrastructure..., Windows, Testing, Servers
Education
Fairleigh Dickinson University 1988 — 1992
Bachelor of Science (BS), Marine Biology and Biological Oceanography
University of Hawaii at Hilo 1991 — 1991
Long Island University, Southampton Campus 1992 — 1992
Marine Biology and Biological Oceanography
Merrill Lynch 2001 - Present
Skills
Wealth Management, Financial Services, Securities, Cash Management, Investments, Business Analysis, Process Improvement, Program Management, Financial Analysis, Equities, Portfolio Management, Banking
Education
Fairleigh Dickinson University 1998 — 2000
MA, Administrative Science w/concentration in Organizational Communications
Rutgers University-New Brunswick 1991 — 1995
BA, Communications & Political Science
North Bergen High School
College prep, College Prep
CDK Global January 2011 - Present
Stream Global Services 2009 - 2011
TD Canada Trust 2008 - 2008
INTRIA Items Inc. 2006 - 2007
TD Canada Trust 2004 - 2006
Canada Life 2002 - 2004
Merrill Lynch 2000 - 2002
TD Canada Trust 1997 - 2000
TD Canada Trust 1996 - 1997
Skills
Risk Management, Management, Training, Project Management, Strategy, Leadership, Negotiation, Team Building, Relationship Management, Media Relations, Quality Assurance, Customer Satisfaction, Complaint Management, Corporate Communications, Corporate Branding, Corporate Governance, Corporate Events, Training Delivery, Technical Writing, Software Documentation, Banking, Investments, Finance, Intranet Strategy, Web Content, call centre, E-Learning, Best Practices, Business Analysis, Team Leadership, Call Centers
Education
The University of Western Ontario
Bachelor of Arts (BA), English Language & Literature, Film Theory & Aesthetics
Western University
Professional Certificate, Communications & Public Relations
Vancouver Film School
Fanshawe College
Professional Certificate, Human Resources Management Program
Telamon August 2007 - Present
Merrill Lynch March 2007 - June 2007
Sanofi Aventis September 2000 - February 2005
Education
Fairleigh Dickinson University 1992 — 1994
MBA, Business Management
JPMorgan Chase August 2014 - Present
Deutsche Bank May 2010 - November 2013
Merrill Lynch December 2004 - December 2007
Skills
Banking, Investments, Portfolio Management, Risk Management, Financial Analysis, Finance, Management, Equities, Financial Services, Credit, Business Analysis, Financial Modeling
Education
Fairleigh Dickinson University 2004 — 2007
Ales Group May 2014 - Present
Beyond the Rack October 2013 - May 2014
Tommy Hilfiger July 2013 - October 2013
GlossyBox USA April 2013 - June 2013
Goldman Sachs July 2010 - March 2013
Goldman Sachs November 2009 - June 2010
Goldman Sachs May 2007 - November 2009
Merrill Lynch June 2006 - September 2006
Merrill Lynch February 2006 - May 2006
Merrill Lynch May 2005 - January 2006
Skills
Financial Analysis, Retail, Brand Management, Risk Management, Microsoft Office, Brand Marketing..., E-commerce, Social Media Marketing, Luxury Goods, Financial Projection, Essbase, Bonds, Apparel, Brand Awareness, Planning, Cosmetics, Brand Partnerships, Luxury Brand Marketing, P&L analysis, Beauty Industry, Google Docs, Brand Loyalty, Budget Forecasts, Month End Close, Vlookup, Pivot Tables, Salesforce.com, Accounting, Business Strategy, Digital Marketing, Competitive Analysis, Market Research, Merchandising, CRM, Fashion, Marketing, Marketing Strategy, Microsoft Excel, Analysis, Strategy, Sales, Forecasting, Social Media, Trend Analysis, Brand Development, Finance, Analytics, Advertising
Education
Fashion Institute of Technology 2013 — 2014
Associate's degree, Fashion Merchandising Management
Fashion Institute of Technology 2012 — 2012
Certification, Brand Management
New York Institute of Technology 2002 — 2005
Bachelors of Science, Finance, GPA: 3.37/4.0, Major GPA: 4.0 / 4.0
XSNRG, LLC February 2014 - Present
Cosmopolitan Construction Company, Inc. March 2009 - Present
Shaft Drillers International April 2005 - January 2014
Merrill Lynch January 2002 - August 2002
Maplewood Retirement Community July 1999 - February 2002
Skills
Sage Timberline Office, Great Plains Software, QuickBooks, Financial Analysis, Financial Accounting, Strategic Planning, Cost Accounting, Project Management, Project Finance, Entertainment, Energy, Access, Account Reconciliation, Accounting, Auditing, Banking, Budgets, Business Planning, CPA, Construction Management, Contract Management, Contract Negotiation, Corporate Finance, Corporate Tax, Customer Service, Due Diligence, Finance, Financial Modeling, General Ledger, Internal Controls, Leadership, MS Project, Management, Management Consulting, Managerial Finance, Mergers, Microsoft Office, Private Equity, Process Improvement, Payroll, Project Accounting, Risk Management, Restructuring, Start-ups, Tax, Tax Preparation, Team Building, Treasury Management, Strategic Financial..., Valuation
Education
Fairmont State University 2006 — 2008
MBA, Project Management
Fairmont State University 1994 — 1999
Bus Admin, Accounting and Finance
The Chefs Warehouse May 2007 - Present
Pfizer May 1999 - April 2004
Merrill Lynch January 1999 - May 1999
Republic National Bank (Now division of Wachovia) November 1997 - September 1998
Education
Fairleigh Dickinson University 1978 — 1981
Merrill Lynch November 2008 - Present
Morgan Stanley 2001 - November 2008
Troon Golf 1999 - 2000
Skills
Strategic Financial..., Wealth Management, Asset Managment, Financial Goals, Certified Financial..., Retirement Planning, Investment Management, IRAs, 401k Rollovers, Retirement, Asset Allocation, Finance, Investments, Wealth, Alternative Investments
Education
Ferris State University 1996 — 2000
River City Advertising, Inc. January 2006 - Present
PHH Mortgage 2000 - 2006
Merrill Lynch 1997 - 2000
Skills
Vehicle Graphics, Mortgage Lending, Mortgage Banking, Signs, Banners, Account Management, Sales Management, Credit, Sales, Customer Service, Financial Services, Strategic Planning, Business Analysis, Business Development, Residential Mortgages, Loan Origination, New Business Development, Loans, Process Improvement, Team Building, Small Business, Call Centers, Leadership, Management
Education
Flagler College 1993 — 1997
BS
Merrill Lynch International SalesPolo Leathergoods1991 - 1998
Education
Fashion Institute of Technology 1976 — 1978
Merrill Lynch September 2012 - Present
RBC Capital Markets June 2008 - September 2011
Citigroup June 1986 - January 2008
Irving Trust Company February 1980 - June 1986
Skills
Syndications, Capital Markets, Fixed Income, High Yield, Leveraged Finance, Investment Banking, Structured Finance, Credit, Securitization, Loan Origination, Financial Structuring, Structured Products, Bonds, Credit Analysis, Emerging Markets, Project Finance, Portfolio Management, Finance, Trading, Private Equity, Alternative Investments, Equities, Bloomberg, Derivatives, Valuation, Corporate Finance, Hedge Funds, LBO, Credit Risk
Education
Fairleigh Dickinson University 1981 — 1985
MBA, Finance
William & Mary 1975 — 1979
BBA, Management
Images by Rita Director, Talent ManagementNASDAQ OMXMay 2013 - October 2013
Aricent December 2010 - April 2012
Goldman Sachs April 2010 - September 2010
Merrill Lynch March 2007 - July 2009
BlackRock / Merrill Lynch Investment Managers June 2005 - March 2007
Merrill Lynch March 2004 - June 2005
Citigroup October 1999 - March 2004
Skills
Talent Management, Coaching, Employee Relations, Development & delivery..., Onboarding, Performance Management, Recruiting, Event Management, Talent Acquisition, Leadership Development, Succession Planning, Needs Analysis, Role Mapping, Competency Framework..., Competency Based..., Mentoring
Education
Fairleigh Dickinson University 1997 — 1999
Master of Arts (M.A.), Industrial Organizational Psychology
University of Cincinnati 1993 — 1997
Bachelors of Science, Psychology
Red Dog Graphics February 2006 - Present
Ernst & Young 2002 - 2006
Arthur Andersen Business Consulting 1999 - 2002
UCSF Medical Center 1998 - 1999
Merrill Lynch 1995 - 1998
Skills
Logo Design, Brochures, Graphic Design, Corporate Identity, Creative Direction, Art Direction, Invitations, Banners, Posters, Flyers
Education
Cushing Academy
Fashion Institute of Technology
Graphic Design, Fine Arts
CenturyLink March 2007 - Present
CenturyLink January 2000 - March 2007
Merrill Lynch 1997 - 1999
Merrill Lynch October 1993 - April 1997
Skills
Process Improvement, Vendor Management, Project Management, Telecommunications, Team Leadership, Integration, Networking, Program Management, Training, Requirements Analysis, Project Planning, Testing, Management, Network Design, Strategic Planning, CRM, Cross-functional Team..., SharePoint, Call Centers, IP, VoIP, Microsoft Office, Quality Assurance
Education
Westwood College of Technology 2000 — 2001
Graphic Design and Multimedia
Farmingdale State College 1988 — 1990
Computer Science
CohnReznick October 2012 - Present
Cohn Consulting Group July 2012 - October 2012
PwC January 2012 - June 2012
BNY Mellon October 2011 - January 2012
Caxton Associates, L.P. January 2010 - July 2011
HSBC Securities March 2006 - April 2009
Deutsche Bank Securities October 2003 - March 2006
Merrill Lynch September 1998 - October 2003
Skills
CPA Candidate one part...
Education
Faileigh Dickinson University 2009 — 2011
MS, Accounting
Loyola University Maryland 1995 — 1998
MBA, Finance
University of Delaware 1988 — 1992
BA, Political Science
City National Bank September 2015 - Present
Edward Jones January 2014 - September 2015
Merrill Lynch April 2010 - January 2014
Kaiser Permanente 2010 - 2010
HSBC April 2009 - October 2009
Smith Barney August 2005 - March 2009
Bank of America January 2002 - August 2005
HRCS October 2000 - January 2002
Wachovia June 1995 - October 2000
Skills
Hiring, Recruiting, Interviews, Human Resources, Sourcing, Leadership, Management, Talent Management, Deferred Compensation, Strategy, Change Management, Personnel Management, Networking, Negotiation, Talent Acquisition, Consulting
Education
Fashion Institute of Design & Merchandising
Merrill Lynch June 2012 - Present
Merrill Lynch October 2007 - June 2012
Merrill Lynch October 2004 - October 2007
Merrill Lynch November 1996 - October 2004
Skills
Vendor Management, Analytics, Financial Services, Project Management, Change Management, Cross-functional Team..., Training, Business Analysis, Process Improvement, Program Management, Internal Communications, Curriculum Design, Production Support, Public Speaking, Articulate Suite, Marketing Communications, Photoshop, Technical Training, Leadership, Management, SDLC, Strategy, Banking, Mutual Funds, Strategic Planning, Wealth Management
Education
Fashion Institute of Technology
Buying & Merchandising
Merrill Lynch February 2013 - Present
Skills
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Financial Planning, Strategic Planning, Asset Allocation, Securities
Education
Ferris State University 1986 — 1990
Business Administration
Merrill Lynch May 2009 - August 2009
Baystate Financial Services November 2008 - May 2009
Education
Fisher College 2002 — 2009
Barclays Investment Bank November 2014 - Present
JP Morgan Chase April 2011 - August 2014
Morgan Stanley February 2007 - April 2011
Banc of America Securities January 2002 - January 2007
Merrill Lynch February 1997 - December 2001
JP Morgan August 1996 - January 1997
Goldman Sachs September 1994 - August 1996
Skills
Sybase, Fixed Income, Trading Systems, Structured Products, Database Design, Financial Services, MBS, Oracle, Performance Tuning, ETL, Object Oriented Perl, Vertica, Oracle PL/SQL..., Databases, KDB, Analytics, q/kdb, pentaho ETL, UNIX C/C++, Sybase ASIQ, database developer, Python, Perl, SQL, Data Warehousing, Software Development, Shell Scripting, PL/SQL, Derivatives
Education
New Jersey Institute of Technology
Master of Science, Computer Science
Feng Chia University
BS, Information Engineering
SunTrust Investment Services, Inc. September 2011 - Present
Merrill Lynch May 2007 - September 2011
Morgan Stanley January 1999 - May 2007
Education
Flagler College 1997 — 1999
BA, Finance and Economics
Franklin American Mortgage Company February 2013 - Present
NASBA September 2012 - December 2012
Bank of America Merrill Lynch January 2011 - August 2012
Bank of America Merrill Lynch September 2007 - December 2010
Piscatello Design Centre June 2010 - August 2010
Merrill Lynch September 2007 - April 2009
Skills
Graphic Design, Graphics, Creative Direction, Brochures, InDesign, Illustrator, Adobe Creative Suite, Dreamweaver, Photoshop, Typography, Branding & Identity, Advertising, Corporate Branding, PowerPoint, Posters, Mac, Web Design, Adobe Acrobat, Layout, HTML + CSS, Word, Microsoft Word, HTML, Newsletters, Logo Design, Art Direction, Flash, SketchUp, Information Graphics, Information Design
Education
Fashion Institute of Technology 2009 — 2011
BFA, Graphic Design
Fashion Institute of Technology 2008 — 2009
AAS, Communication Design
Middle Tennessee State University 1997 — 2000
BFA, Studio Art
Jennison Associates LLC September 2014 - Present
Bank of America Merrill Lynch December 2010 - August 2014
Bank of America Merrill Lynch June 2009 - December 2010
Merrill Lynch July 2003 - June 2009
TD Waterhouse May 2001 - March 2003
TD Waterhouse September 1998 - May 2001
Skills
Derivatives, Risk Management, Financial Risk, Credit Risk, Corporate Finance, Operational Risk, Finance, FX Options, Market Risk, Business Analysis, Vendor Management, Trading, Fixed Income, Financial Modeling, Trading Systems, Strategy, Options, Management, Equities, Capital Markets, Investment Banking, Hedge Funds, Portfolio Management, Financial Markets
Education
Fordham University
M.B.A, Finance and Business Economics
Farmingdale State University of New York
Bachelor of Science (B.S.)
Binghamton University 1990 — 1993
Earned credits toward Bachelor of Science
Argo Group International Holdings, Ltd. June 2015 - Present
Argo Group International Holdings, Ltd. October 2013 - Present
Crum & Forster April 2012 - September 2013
Chartis Insurance May 2009 - April 2012
Bank of America Securities September 2008 - May 2009
Pershing August 2007 - September 2008
Pershing June 2005 - August 2007
Merrill Lynch July 2004 - June 2005
Skills
Analysis, Bloomberg, Commercial Insurance, Brokers, Credit, Finance, Financial Risk, Insurance, Investments, Liability, Management, Property, Risk Management, Underwriting, Trading, Professional Liability
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science:, Finance
St. Peter's College 2005 — 2007
MBA, Risk Management
ICMA August 1992 - June 2015
JJA Consultants May 1991 - June 1992
Merrill Lynch April 1989 - May 1991
Merrill Lynch February 1987 - March 1989
Skills
SPHR, Employee Relations, Human Resources, Recruiting, Benefits Administration, Employee Benefits, Policy, Training, Payroll, Management, Career Development, Performance Appraisal, EEO, Organizational..., Performance Management, Leadership, Budgets, Talent Management, Personnel Management, Job Analysis, Management Consulting, Workforce Planning, Leadership Development
Education
Fisk University 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Truman State University 1977 — 1979
Transferred, Business Administration and Management, General
Wells Fargo Advisors August 2013 - Present
Stratos Wealth Partners May 2013 - August 2013
Wells Fargo Advisors November 2012 - May 2013
Wells Fargo Advisors, LLC January 2011 - November 2012
Novalar Pharmaceuticals January 2009 - January 2011
Merrill Lynch August 2008 - January 2009
Fuzzy Dice October 2003 - October 2004
Walt Disney Feature Animation November 1994 - November 2002
Skills
Sales, Customer Service, Management, CRM, Sales Operations, Marketing, Account Management, Teamwork, Marketing Strategy, Financial Services, Investment Brokerage
Education
Platt College 2010 — 2011
3D Animation, Organic Modeling
Gnoman School of Visual Effects 2001 — 2003
Maya Modeling, Animation, Texture Mapping, Lighting
Fashion Institute of Technology 1989 — 1994
BFA, Illustration
Merrill Lynch 1999 - 2009
Merrill Lynch 1999 - 2009
Union Bank of Switzerland 1987 - 1998
Education
Farmingdale State College 1976 — 1978
AAS, Executive Assistant
Wolcott Architecture Interiors August 2009 - Present
Wolcott Architecture Interiors 2009 - Present
Aref & Associates May 2002 - August 2009
Michael Landau Architecture May 2000 - June 2001
Merrill Lynch May 1995 - May 2000
Skills
Space-planning, Design Research, Submittals, Sustainable Design, Interior Design, LEED AP, Architectural Design, Interior Architecture, Space planning, Project Management, Architecture, Comprehensive Planning, LEED, Furniture, Green Building, Construction Drawings, BIM, Sketching, AutoCAD Architecture, Renovation, Residential Design, SketchUp, Revit, Mixed-use, Architectures
Education
The College of New Jersey 1995 — 1998
Bachelor of Arts (BA), Interior Design
Fashion Institute of Technology 1992 — 1994
Associate of Arts and Sciences (AAS), Interior Design
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
L'Oréal September 2015 - Present
L'Oréal Professionnel May 2013 - August 2015
L'Oréal Professionnel January 2013 - April 2013
L'Oréal Professionnel March 2012 - December 2012
Redken 5th Avenue September 2010 - February 2012
L'Oréal Professionnel May 2009 - August 2009
Merrill Lynch January 2008 - August 2008
Skills
Marketing, Beauty Industry, French, Public Speaking, Sales, Digital Marketing, Sales Management, Marketing Strategy, Brand Management, Social Media Marketing, Social Media, Market Research, Blogging, Advertising, Email Marketing
Education
Fashion Institute of Technology 2015 — 2017
Master's Degree, Master's Of Professionnel Studies, Cosmetics & Fragrance Marketing & Management
General Assembly 2015 — 2015
L'Oreal USA Digital at the Core, Digital Marketing
New York University 2006 — 2010
Bachelor's degree, Economics
MUFG (Former Bank of Tokyo-Mitsubishi UFJ) June 2013 - Present
Mizuho Securities July 2010 - November 2011
Merrill Lynch November 2008 - January 2009
UBS Financial Services September 2007 - November 2008
Deloitte Tax LLP March 2005 - April 2007
TV Asahi America June 2001 - May 2003
Skills
English, Editing, Japanese, Research, Training, International Relations, French, Microsoft Office, Translation, PowerPoint, Microsoft Excel, Wine Tasting, Dogs, Piano Playing, Finance, International Traveler
Education
Waseda University 1984 — 1988
Bachelor of Arts, English Literature
Fashion Institute of Technology
Associate's degree, International Marketing
Nomura January 2010 - Present
Merrill Lynch May 2000 - January 2010
The Bank of New York October 1989 - May 2000
Skills
Bloomberg, Bonds, Capital Markets, Credit Derivatives, Derivatives, Emerging Markets, Equities, Equity Derivatives, Financial Accounting, Financial Markets, Financial Modeling, Fixed Income, Funding, Interest Rate..., Mergers & Acquisitions, Middle Office, Product Control, Securities, Structured Products, Trading, Hedge Funds, Prime Brokerage
Education
Fairleigh Dickinson University 1991 — 1996
MBA, Finance
Montclair State University 1985 — 1989
BA, Political Science
Zale July 2013 - October 2014
Re:Quest Model Management May 2010 - January 2012
Modern Management Inc. September 2001 - September 2009
Viacom September 2008 - May 2009
Coach November 2007 - April 2008
Merrill Lynch June 2007 - September 2007
Skills
Fashion Design, Photoshop, Retail Math, Color Coordination, Casting, Event Management, Management, Time Management, PowerPoint, Creative Direction, Apparel, Fashion Shows, Illustrator, Luxury Goods, Photography, Marketing, Microsoft Excel, Event Planning, Styling, Social Media Marketing, Merchandising, Graphic Design, Social Networking, Blogging, Fashion, Social Media, Trend Analysis, Retail, Microsoft Word
Education
Villanova University 2009 — 2010
Master Certificate, Organizational Leadership and Strategic Management
Berkeley College 2006 — 2009
BA, Fashion Marketing and Business Management
SUNY Orange 2003 — 2006
Certificate, Fashion Design and Interior Decorating
Fashion Institute of Technology
JCM Business Solutions LLC 2012 - Present
JetBlue Airways July 2010 - 2012
JFK IAT LLC JFK Airport Terminal 4 2001 - 2010
Merrill Lynch 1998 - 2001
Skills
Airports, Inventory Management, Management, Operations Management, Contract Negotiation, Logistics, Transportation, Aviation, Airlines, Airport Management, Aircraft, Facilities Management, Flights, Commercial Aviation, Charter
Education
Farmingdale State University of New York
Computer Technology/Computer Systems Technology
Syndicated Capital, Inc. December 2013 - Present
Merrill Lynch July 2010 - 2013
Skills
Investment Management, Personal Wealth..., Estate & Trust Planning, Retirement Plan..., Return on Investment..., Investment Banking, Money Management
Education
Ferris State University 1994 — 1997
Business, Business
American Eagle Outfitters November 2010 - April 2012
Merrill Lynch August 2009 - July 2010
J.Crew February 2006 - November 2007
Tommy Hilfiger September 2002 - February 2006
Education
Fashion Institute of Technology 1998 — 2002
Bachelor of Science degree, Fashion Merchandising Management
CohnReznick LLP July 2015 - Present
CohnReznick LLP October 2012 - Present
J.H. Cohn LLP January 2002 - October 2012
Merrill Lynch 1999 - 2001
Skills
Corporate Tax, High Net Worth..., Income Tax, Manufacturing, CCH ProSystem fx, caseware, Tax Research, Partnership Taxation, S Corporations, Unicap, Fluent in Spanish, Personal Tax Planning, Corporate Tax Planning, tax compliance, Small Business, Personal Income Tax..., IRS, ProSystem fx Tax, Accounting, Tax Returns, Tax Preparation, Auditing, GAAP, Financial Reporting, CPA, Tax
Education
Fairleigh Dickinson University 2010 — 2014
Master's Degree, Masters in Taxation
St. Peter's College 1998 — 2002
BS, Accounting
Ferris High School 1994 — 1998
Bank of America September 2008 - July 2013
Merrill Lynch 2000 - 2008
AT&T February 1981 - May 1997
Skills
IT Strategy, Vendor Management, Product Management, Product Marketing, Key Account Management, International Strategy, IT Service Management, IT Transformation, ITIL Service Strategy, Global Business..., Service Delivery, IT Outsourcing, Governance, Infrastructure, Start-ups, Cross-functional Team..., Outsourcing, Leadership, Program Management, Business Analysis, Management, IT Management
Education
Fielding Graduate Institute 1996 — 1998
Master of Arts (M.A.), Organizational Leadership and Design
Aflac September 2011 - July 2012
Wells Fargo Advisors, LLC / Wachovia Securities, LLC February 2006 - November 2010
Merrill Lynch January 2000 - January 2006
The JB Sutton Group, LLC January 1999 - January 2000
Skills
Series 7, Series 66, Life, Accident and..., Uniform Combined State..., Mutual Funds, Investments, Insurance, Management, Fixed Annuities, Finance, Training, Financial Advisory
Education
New York Institute of Technology 1989 — 1990
Bachelor of Fine Arts, Graphic Design
Fashion Institute of Technology 1985 — 1987
Associate, Applied Science
LG Electronics WCMA Accounts ManagerMerrill LynchJanuary 1998 - October 2001
Merrill Lynch 1996 - 1999
Janus Capital Group 1995 - 1996
ADP 1991 - 1995
Skills
Sales, Customer Service, Management, Microsoft Office, Business Strategy, Product Management, Team Leadership, Negotiation
Education
Faulkner University
Bachelor of Business Administration (B.B.A.)
OMI Financial Services Information January 2007 - Present
U.S. Coast Guard June 1991 - July 2007
Merrill Lynch 1971 - 1986
HUD June 1970 - September 1971
Skills
Financial Analysis, Business Analysis, Financial Modeling, Risk Management, Financial Services, Banking, Strategic Financial..., Portfolio Management, Securities, Corporate Finance, Management Consulting, Insurance, Financial Risk, Finance, Due Diligence, Management
Education
New York Institute of Technology-Old Westbury 1971 — 1975
Bachelor of Science (B.S.)
Fisk University
New York University
JPMorgan Chase & Co. October 2014 - Present
Citi September 1987 - February 2014
Broardcort Capital February 1986 - September 1987
Merrill Lynch June 1981 - February 1986
Skills
Management, Fixed Income, Internal Audit, Portfolio Management, Capital Markets, Derivatives, Securities, Equities, Financial Services, Investment Banking, Finance, Prime Brokerage, Trading Systems, Hedge Funds, Middle Office, Risk Management, Banking, Trading, Bloomberg, Back Office, Series 7, Financial Risk, Business Analysis, Financial Analysis, Mutual Funds, Bonds, Asset Management, Investments, Financial Markets, Options, Process Improvement, Settlement, SDLC, Vendor Management, Alternative Investments, Analysis, FX Options, Credit Risk, Wealth Management, Financial Modeling, Relationship Management, Leadership, Electronic Trading, Equity Derivatives, Operational Risk
Education
Farmingdale State University of New York 2001 — 2005
Engineering
Morgan Stanley Wealth Management March 2013 - Present
Phoenix Management Holdings, LLC June 2006 - Present
Merrill Lynch February 2009 - June 2012
Merrill Lynch 2005 - August 2008
Merrill Lynch 2001 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1987 - 1999
Newark Beth Israel Medical Center March 1978 - May 1988
Skills
Business Analysis, Data Analysis, Project Planning, Project Management, Software Documentation, Requirement...
Education
Chubb Institute of Technology 1987 — 1987
Programming and Analysis, A+
Far Eastern University 1977 — 1987
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
St. Andrew by the Bay May 2009 - Present
Merrill Lynch 1992 - 1995
Van Eck Global 1987 - 1991
Skills
Teaching, Curriculum Design, Curriculum Development, Community Outreach, Nonprofits, Early Childhood..., Volunteer Management, Staff Development, Lesson Planning, Leadership Development, Classroom Management, Program Development, Educational Leadership, Classroom, Teacher Training, Fundraising
Education
University of Scranton 1985 — 1987
Bachelor of Science (B.S.), Marketing
Farmingdale State University of New York 1983 — 1985
Associate's degree, Business Administration and Management, General
Cardworks September 2014 - Present
Bank of America September 2008 - October 2013
Merrill Lynch September 2006 - August 2008
Merrill Lynch October 1998 - August 2006
Merrill Lynch May 1996 - September 1998
Skills
Trading, Commercial Banking, Loans, Banking, Credit Analysis, Consumer Lending, Risk Management, Retail Banking, Mortgage Lending, Credit, Financial Risk, Credit Risk, Commercial Lending, Derivatives, Bonds, Securities, Capital Markets, Financial Services, Financial Markets, Bloomberg
Education
Dowling College 1998 — 2003
Master of Business Administration (MBA), Banking and Finance, 3.8
ST. JOHNS 1993 — 1994
Bachelor of Arts (BA), Political Science and Government, 3.1
Farmingdale State University of New York 1988 — 1991
Associate's degree, Criminal Justice, 2.75