Merrill Lynch Global Private Client
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Merrill Lynch Global Private Client Employees
Employee
Years
Job
Industry
Ryan Callan Ryan Callan's Merrill Lynch Global Private Client Experience February 2002 - January 2007
Job Partner, Callan Capital
Industry Financial Services
Experience
Callan Capital January 2007 - Present
Merrill Lynch, Global Private Client February 2002 - January 2007
Western Financial Planning Corporation 2000 - 2001
Preferred Capital 1998 - 2000
Skills
Investments, Finance, Financial Services, Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Strategic Planning, Mutual Funds, Series 7, Risk Management, Asset Allocation, Investment Strategies, Financial Analysis, Estate Planning, Loans, Investment Management
Education
University of Nevada-Reno 1992 — 1997
Callan Capital January 2007 - Present
Merrill Lynch, Global Private Client February 2002 - January 2007
Western Financial Planning Corporation 2000 - 2001
Preferred Capital 1998 - 2000
Skills
Investments, Finance, Financial Services, Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Strategic Planning, Mutual Funds, Series 7, Risk Management, Asset Allocation, Investment Strategies, Financial Analysis, Estate Planning, Loans, Investment Management
Education
University of Nevada-Reno 1992 — 1997
Ray Ying Ray Ying's Merrill Lynch Global Private Client Experience 2003 - 2006
Job Director, Private Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2009 - Present
Citigroup January 2009 - June 2009
Citigroup September 2006 - January 2009
Merrill Lynch Global Private Client 2003 - 2006
Caesars Entertainment 2002 - 2003
Shockmarket Corporation 2000 - 2001
McKinsey & Company 1996 - 2000
Skills
Strategy, Financial Modeling, Corporate Development, Due Diligence, Private Banking, Capital Markets
Education
Harvard Law School 1993 — 1996
JD
Harvard University, John F. Kennedy School of Government 1992 — 1996
MPP
Princeton University 1988 — 1992
AB, Woodrow Wilson School, East Asian Studies
Grand Island High School 1984 — 1988
Credit Suisse June 2009 - Present
Citigroup January 2009 - June 2009
Citigroup September 2006 - January 2009
Merrill Lynch Global Private Client 2003 - 2006
Caesars Entertainment 2002 - 2003
Shockmarket Corporation 2000 - 2001
McKinsey & Company 1996 - 2000
Skills
Strategy, Financial Modeling, Corporate Development, Due Diligence, Private Banking, Capital Markets
Education
Harvard Law School 1993 — 1996
JD
Harvard University, John F. Kennedy School of Government 1992 — 1996
MPP
Princeton University 1988 — 1992
AB, Woodrow Wilson School, East Asian Studies
Grand Island High School 1984 — 1988
Eric Rautiola Eric Rautiola's Merrill Lynch Global Private Client Experience January 2007 - March 2007
Job
Industry Management Consulting
Experience
The Parthenon Group September 2014 - Present
Tuck School of Business at Dartmouth College July 2012 - June 2014
Mud On Our Boots LLC June 2013 - August 2013
Cambridge Associates January 2008 - July 2012
Central Fan Company July 2000 - December 2007
Merrill Lynch Global Private Client January 2007 - March 2007
McGinnSmith & Co. July 2006 - September 2006
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Due Diligence, Corporate Finance, Investments, Data Analysis, Management Consulting, Private Equity, Market Research, Consulting
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Union College 2003 — 2007
Bachelor of Arts, Managerial Economics
The Parthenon Group September 2014 - Present
Tuck School of Business at Dartmouth College July 2012 - June 2014
Mud On Our Boots LLC June 2013 - August 2013
Cambridge Associates January 2008 - July 2012
Central Fan Company July 2000 - December 2007
Merrill Lynch Global Private Client January 2007 - March 2007
McGinnSmith & Co. July 2006 - September 2006
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Due Diligence, Corporate Finance, Investments, Data Analysis, Management Consulting, Private Equity, Market Research, Consulting
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Union College 2003 — 2007
Bachelor of Arts, Managerial Economics
Andrew Potter, CFA Andrew Potter, CFA's Merrill Lynch Global Private Client Experience June 2004 - August 2004
Job Vice President Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein March 2015 - Present
AllianceBernstein August 2007 - March 2015
Citigroup Investment Banking Technology June 2006 - August 2006
Merrill Lynch Investment Managers June 2005 - August 2005
Merrill Lynch Global Private Client June 2004 - August 2004
Skills
Fixed Income Portfolio..., Data Analysis, Econometric Modeling, Financial Analysis, Asset Allocation, Portfolio Optimization, Performance Attribution, Programming, Portfolio Management, Asset Management, Fixed Income, Investment Strategies
Education
Colgate University 2003 — 2007
BA, Physics, Economics
University of Wollongong 2005 — 2005
Colgate University Off-Campus Study Group
Glen Ridge High School 1999 — 2003
Diploma
AllianceBernstein March 2015 - Present
AllianceBernstein August 2007 - March 2015
Citigroup Investment Banking Technology June 2006 - August 2006
Merrill Lynch Investment Managers June 2005 - August 2005
Merrill Lynch Global Private Client June 2004 - August 2004
Skills
Fixed Income Portfolio..., Data Analysis, Econometric Modeling, Financial Analysis, Asset Allocation, Portfolio Optimization, Performance Attribution, Programming, Portfolio Management, Asset Management, Fixed Income, Investment Strategies
Education
Colgate University 2003 — 2007
BA, Physics, Economics
University of Wollongong 2005 — 2005
Colgate University Off-Campus Study Group
Glen Ridge High School 1999 — 2003
Diploma
Art Haws Art Haws's Merrill Lynch Global Private Client Experience 2003 - 2008
Job Chief Executive Officer of HawsGoodwin Financial
Industry Financial Services
Experience
HawsGoodwin Financial August 2008 - Present
Merrill Lynch Global Private Client 2003 - 2008
Independence Trust Company 1999 - 2003
SunTrust Equitable Securities 1994 - 1999
Skills
Investment Advisory, Investments, Marketing, Finance, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Estate Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Murray State University 1985 — 1988
B.S., Business Administration
HawsGoodwin Financial August 2008 - Present
Merrill Lynch Global Private Client 2003 - 2008
Independence Trust Company 1999 - 2003
SunTrust Equitable Securities 1994 - 1999
Skills
Investment Advisory, Investments, Marketing, Finance, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Estate Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Murray State University 1985 — 1988
B.S., Business Administration
Donna M. Mascia Donna M. Mascia's Merrill Lynch Global Private Client Experience 2004 - March 2006
Job Marketing & Communications Executive
Industry Marketing and Advertising
Experience
UBS Financial Services, Inc March 2006 - September 2010
Merrill Lynch, Global Private Client 2004 - March 2006
Merrill Lynch, Global Private Client 2001 - 2004
Chase Manhattan Bank 1992 - 2001
PNC (formerly Midlantic National Bank) 1989 - 1992
Bergdorf Goodman 1987 - 1989
Education
Northeastern University, Graduate School of Business
Master of Business Administration, Marketing
Rutgers University, CMD
Digital Marketing, mini-MBA, May, 2012
Adelphi University
Bachelor of Business Administration, Marketing
UBS Financial Services, Inc March 2006 - September 2010
Merrill Lynch, Global Private Client 2004 - March 2006
Merrill Lynch, Global Private Client 2001 - 2004
Chase Manhattan Bank 1992 - 2001
PNC (formerly Midlantic National Bank) 1989 - 1992
Bergdorf Goodman 1987 - 1989
Education
Northeastern University, Graduate School of Business
Master of Business Administration, Marketing
Rutgers University, CMD
Digital Marketing, mini-MBA, May, 2012
Adelphi University
Bachelor of Business Administration, Marketing
Angelina Gemme Angelina Gemme's Merrill Lynch Global Private Client Experience August 2007 - December 2007
Job Housewife
Industry Financial Services
Experience
West Cooper Asset Management May 2008 - August 2011
St James Episcopal Church July 2010 - July 2011
Merrill Lynch Global Private Client August 2007 - December 2007
Skills
Equities, Financial Analysis, Microsoft Office, Research
Education
Fordham University 2004 — 2008
BS in Finance, Finance
College of Business Administration
Bachelor of Science, International Finance
West Cooper Asset Management May 2008 - August 2011
St James Episcopal Church July 2010 - July 2011
Merrill Lynch Global Private Client August 2007 - December 2007
Skills
Equities, Financial Analysis, Microsoft Office, Research
Education
Fordham University 2004 — 2008
BS in Finance, Finance
College of Business Administration
Bachelor of Science, International Finance
Mirko Pefaure Mirko Pefaure's Merrill Lynch Global Private Client Experience April 2005 - December 2007
Job Financial Advisor, Vice President at Capital One
Industry Financial Services
Experience
Capital One December 2013 - Present
Wells Fargo February 2013 - December 2013
Citi May 2010 - February 2013
PNC Investments April 2008 - May 2010
Merrill Lynch Global Private Client April 2005 - December 2007
Bernstein Global Wealth Managment April 2005 - April 2006
Skills
Wealth Management, Series 7, Securities, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Mutual Funds, Financial Analysis, Retirement Planning, Risk Management, Financial Services, Asset Managment, Strategic Financial..., Series 66, Series 65, Uniform Combined State..., Asset Allocation, Mortgage Lending, Bloomberg, Finance, Credit, Financial Planning
Education
Georgetown University 2011 — 2012
CFP, Certified Financial Planner, Candidate
American University 1997 — 2001
Bachelor of Arts (BA), . International Relations and Economics
St. Andrew's 1991 — 1997
National Presbyterian School
Capital One December 2013 - Present
Wells Fargo February 2013 - December 2013
Citi May 2010 - February 2013
PNC Investments April 2008 - May 2010
Merrill Lynch Global Private Client April 2005 - December 2007
Bernstein Global Wealth Managment April 2005 - April 2006
Skills
Wealth Management, Series 7, Securities, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Mutual Funds, Financial Analysis, Retirement Planning, Risk Management, Financial Services, Asset Managment, Strategic Financial..., Series 66, Series 65, Uniform Combined State..., Asset Allocation, Mortgage Lending, Bloomberg, Finance, Credit, Financial Planning
Education
Georgetown University 2011 — 2012
CFP, Certified Financial Planner, Candidate
American University 1997 — 2001
Bachelor of Arts (BA), . International Relations and Economics
St. Andrew's 1991 — 1997
National Presbyterian School
M.Isabel Portal M.Isabel Portal's Merrill Lynch Global Private Client Experience 2003 - 2004
Job Quality Assurance Intern at Office Depot
Industry Mechanical or Industrial Engineering
Experience
Office Depot May 2012 - December 2012
Florida Atlantic University February 2009 - April 2012
MIDSAB S.R.L. 2005 - 2007
MIDSAB S.R.L. 2004 - 2005
Merrill Lynch Global Private Client 2003 - 2004
Skills
Matlab, Labview, Simulations, Engineering, Statistics, Simulink, Mechanical Engineering, Microsoft Office, Data Analysis, AutoCAD
Education
Florida Atlantic University 2011 — 2012
Master of Science, Mechanical Engineering
Florida Atlantic University 2009 — 2011
Bachelor of Science, Mechanical Engineering
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration, Intl. Business & Trade and Finance
Office Depot May 2012 - December 2012
Florida Atlantic University February 2009 - April 2012
MIDSAB S.R.L. 2005 - 2007
MIDSAB S.R.L. 2004 - 2005
Merrill Lynch Global Private Client 2003 - 2004
Skills
Matlab, Labview, Simulations, Engineering, Statistics, Simulink, Mechanical Engineering, Microsoft Office, Data Analysis, AutoCAD
Education
Florida Atlantic University 2011 — 2012
Master of Science, Mechanical Engineering
Florida Atlantic University 2009 — 2011
Bachelor of Science, Mechanical Engineering
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration, Intl. Business & Trade and Finance
Junaid Hashim Junaid Hashim's Merrill Lynch Global Private Client Experience June 2008 - July 2008
Job NonTraditional Medical School Applicant
Industry Hospital & Health Care
Experience
ScribeAmerica October 2014 - Present
Thomson Reuters April 2011 - May 2013
Socialfinance.ca January 2011 - May 2011
Thomson Reuters September 2009 - April 2011
Merrill Lynch Global Wealth Management January 2009 - May 2009
Merrill Lynch, Global Private Client June 2008 - July 2008
Precious Shipping Public Company Limited May 2007 - August 2007
Skills
Economics, Teamwork, Data Analysis, Financial Modeling, Research, Market Research, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Tufts University 2005 — 2009
BA, Economics, Entrepreneurship
ScribeAmerica October 2014 - Present
Thomson Reuters April 2011 - May 2013
Socialfinance.ca January 2011 - May 2011
Thomson Reuters September 2009 - April 2011
Merrill Lynch Global Wealth Management January 2009 - May 2009
Merrill Lynch, Global Private Client June 2008 - July 2008
Precious Shipping Public Company Limited May 2007 - August 2007
Skills
Economics, Teamwork, Data Analysis, Financial Modeling, Research, Market Research, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Tufts University 2005 — 2009
BA, Economics, Entrepreneurship
Jeff Nastoff Jeff Nastoff's Merrill Lynch Global Private Client Experience October 2007 - July 2008
Job Senior Solutions Manager at DAT Solutions
Industry Logistics and Supply Chain
Experience
DAT Solutions January 2015 - Present
DAT Solutions December 2011 - January 2015
DAT Solutions August 2008 - December 2011
Cost Advisors, Inc. August 2011 - October 2011
Cost Advisors, Inc. August 2010 - August 2011
Merrill Lynch - Global Private Client October 2007 - July 2008
Skills
Business Intelligence, Data Analysis, Analytics, Process Improvement, Microsoft Excel, Product Management, SQL, Sales, Visio, Tableau, Business Objects, Software Documentation, Management, Visual Basic, PowerPivot, Customer Service, Project Management, Tableau Desktop 8..., Account Management, Logistics, Leadership, Strategic Planning, Supply Chain, Operations Management
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Executive MBA
The University of Tennessee at Chattanooga 2004 — 2008
B.S., Finance, Entrepreneurship
DAT Solutions January 2015 - Present
DAT Solutions December 2011 - January 2015
DAT Solutions August 2008 - December 2011
Cost Advisors, Inc. August 2011 - October 2011
Cost Advisors, Inc. August 2010 - August 2011
Merrill Lynch - Global Private Client October 2007 - July 2008
Skills
Business Intelligence, Data Analysis, Analytics, Process Improvement, Microsoft Excel, Product Management, SQL, Sales, Visio, Tableau, Business Objects, Software Documentation, Management, Visual Basic, PowerPivot, Customer Service, Project Management, Tableau Desktop 8..., Account Management, Logistics, Leadership, Strategic Planning, Supply Chain, Operations Management
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Executive MBA
The University of Tennessee at Chattanooga 2004 — 2008
B.S., Finance, Entrepreneurship
Ryan Dusseault, CPA Ryan Dusseault, CPA's Merrill Lynch Global Private Client Experience May 2006 - August 2006
Job Bank Examiner
Industry Accounting
Experience
Office of the Comptroller of the Currency 2013 - Present
National Government Services 2010 - 2013
Fust Charles Chambers LLP 2008 - 2010
Merrill Lynch Global Private Client May 2006 - August 2006
Skills
Audit, Accounting, Auditing, Advanced Excel, CPA, Internal Audit, Fixed Assets, Financial Statements, Financial Reporting, Internal Controls, Financial Accounting, GAAP, General Ledger, Financial Analysis, Account Reconciliation, Data Analysis, Access
Education
Le Moyne College 2011 — 2013
Master of Business Administration (M.B.A.)
State University of New York College at Geneseo 2004 — 2008
B.S., Accounting
Ilion High School
Office of the Comptroller of the Currency 2013 - Present
National Government Services 2010 - 2013
Fust Charles Chambers LLP 2008 - 2010
Merrill Lynch Global Private Client May 2006 - August 2006
Skills
Audit, Accounting, Auditing, Advanced Excel, CPA, Internal Audit, Fixed Assets, Financial Statements, Financial Reporting, Internal Controls, Financial Accounting, GAAP, General Ledger, Financial Analysis, Account Reconciliation, Data Analysis, Access
Education
Le Moyne College 2011 — 2013
Master of Business Administration (M.B.A.)
State University of New York College at Geneseo 2004 — 2008
B.S., Accounting
Ilion High School
Lane Bruno Lane Bruno's Merrill Lynch Global Private Client Experience May 2005 - May 2006
Job Vice President, Silicon Valley Bank Corporate Finance
Industry Banking
Experience
Silicon Valley Bank June 2009 - Present
Playworks September 2014 - Present
Republic Financial Corporation June 2008 - January 2009
Denargo Capital May 2006 - June 2008
Merrill Lynch Global Private Client May 2005 - May 2006
Skills
Corporate Finance, Financial Modeling, Portfolio Management, Valuation, M&A experience, Turnaround Experience, Private Equity, LBO, Business Development, Analysis, Underwriting, Venture Capital
Education
University of Northern Colorado 2002 — 2006
BS, Business Admin. Finance and Quantitative Methods
Silicon Valley Bank June 2009 - Present
Playworks September 2014 - Present
Republic Financial Corporation June 2008 - January 2009
Denargo Capital May 2006 - June 2008
Merrill Lynch Global Private Client May 2005 - May 2006
Skills
Corporate Finance, Financial Modeling, Portfolio Management, Valuation, M&A experience, Turnaround Experience, Private Equity, LBO, Business Development, Analysis, Underwriting, Venture Capital
Education
University of Northern Colorado 2002 — 2006
BS, Business Admin. Finance and Quantitative Methods
Philip Schwarz Philip Schwarz's Merrill Lynch Global Private Client Experience December 2004 - February 2007
Job Director eDiscovery at The Document Group (TDG)
Industry Information Technology and Services
Experience
The Document Group March 2015 - Present
Consulting Roles 2012 - 2015
Sfile Technology Corporation 2007 - 2012
Rice Business Network June 2008 - September 2009
Merrill Lynch, Global Private Client December 2004 - February 2007
Systems Technology Associates, Inc. June 2003 - December 2004
EBIZ Enterprises Inc. (Jones Business Systems, Inc.) August 1997 - June 2003
Interealty Corp/PRC Realty Systems, Inc. June 1994 - July 1997
United States Marine Corps 1986 - 1993
Skills
Business Development, Start-ups, SaaS, Strategy, Enterprise Software, Management, Analytics, Strategic Planning, Risk Management, Outsourcing, Training, Business Strategy, New Business Development, Leadership, Product Development, Project Management, Product Management, Strategic Partnerships, Executive Management, Marketing Strategy, Management Consulting, Due Diligence, Investments, Financial Analysis, Sales Operations, Sales, Team Management, Contract Negotiation, Pre-sales, Competitive Analysis, Sales Management, Solution Selling, B2B, Account Management, CRM, Networking, Project Planning, Business Process..., Business Planning, Entrepreneurship, Cross-functional Team..., Channel Partners, Cloud Computing, Managed Services, Consulting, Professional Services, Vendor Management, Sales Process
Education
Rice University
BA, Economics
The Document Group March 2015 - Present
Consulting Roles 2012 - 2015
Sfile Technology Corporation 2007 - 2012
Rice Business Network June 2008 - September 2009
Merrill Lynch, Global Private Client December 2004 - February 2007
Systems Technology Associates, Inc. June 2003 - December 2004
EBIZ Enterprises Inc. (Jones Business Systems, Inc.) August 1997 - June 2003
Interealty Corp/PRC Realty Systems, Inc. June 1994 - July 1997
United States Marine Corps 1986 - 1993
Skills
Business Development, Start-ups, SaaS, Strategy, Enterprise Software, Management, Analytics, Strategic Planning, Risk Management, Outsourcing, Training, Business Strategy, New Business Development, Leadership, Product Development, Project Management, Product Management, Strategic Partnerships, Executive Management, Marketing Strategy, Management Consulting, Due Diligence, Investments, Financial Analysis, Sales Operations, Sales, Team Management, Contract Negotiation, Pre-sales, Competitive Analysis, Sales Management, Solution Selling, B2B, Account Management, CRM, Networking, Project Planning, Business Process..., Business Planning, Entrepreneurship, Cross-functional Team..., Channel Partners, Cloud Computing, Managed Services, Consulting, Professional Services, Vendor Management, Sales Process
Education
Rice University
BA, Economics
Yoav Stramer Yoav Stramer's Merrill Lynch Global Private Client Experience June 2007 - August 2007
Job Analyst at Twin Capital Management LLC
Industry Financial Services
Experience
Twin Capital Management LLC May 2013 - Present
UBS Investment Bank July 2010 - May 2013
UBS Securities June 2009 - July 2009
University of Iowa Krause Fund August 2008 - January 2009
DT Trading, CBOT June 2008 - August 2008
Merrill Lynch Global Private Client June 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Twin Capital Management LLC May 2013 - Present
UBS Investment Bank July 2010 - May 2013
UBS Securities June 2009 - July 2009
University of Iowa Krause Fund August 2008 - January 2009
DT Trading, CBOT June 2008 - August 2008
Merrill Lynch Global Private Client June 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Joe Casey's Merrill Lynch Global Private Client Experience 1992 - 2001
Job Executive Coach | Leadership Development
Industry Professional Training & Coaching
Experience
Princeton Executive Coaching December 2009 - Present
Merrill Lynch February 2008 - May 2009
Merrill Lynch and Co., Inc. April 2005 - January 2008
Merrill Lynch & Co., Inc. 2002 - 2004
Merrill Lynch Global Private Client 1992 - 2001
Merrill Lynch June 1983 - January 1992
Skills
Executive Coaching, Leadership, Strategy, Leadership Development, Coaching, Culture Change, Executive Development, Human Resources, Training, Management, Career Counseling, Personnel Management, Career Development, Talent Management, Organizational..., Organizational..., Workshop Facilitation, Succession Planning, Team Building, Emotional Intelligence, Employee Engagement, Performance Management, Strategic Planning
Education
Columbia University in the City of New York 2010 — 2011
Executive and Organizational Coaching Certification Program
Middlesex University - London 2009 — 2010
MA, Executive Coaching
University of Pennsylvania 1988 — 1993
MS
University of Massachusetts, Amherst 1977 — 1980
BA, Psychology
Princeton Executive Coaching December 2009 - Present
Merrill Lynch February 2008 - May 2009
Merrill Lynch and Co., Inc. April 2005 - January 2008
Merrill Lynch & Co., Inc. 2002 - 2004
Merrill Lynch Global Private Client 1992 - 2001
Merrill Lynch June 1983 - January 1992
Skills
Executive Coaching, Leadership, Strategy, Leadership Development, Coaching, Culture Change, Executive Development, Human Resources, Training, Management, Career Counseling, Personnel Management, Career Development, Talent Management, Organizational..., Organizational..., Workshop Facilitation, Succession Planning, Team Building, Emotional Intelligence, Employee Engagement, Performance Management, Strategic Planning
Education
Columbia University in the City of New York 2010 — 2011
Executive and Organizational Coaching Certification Program
Middlesex University - London 2009 — 2010
MA, Executive Coaching
University of Pennsylvania 1988 — 1993
MS
University of Massachusetts, Amherst 1977 — 1980
BA, Psychology
Stephen Grieco's Merrill Lynch Global Private Client Experience June 2005 - November 2006
Job Business Analyst, S&OP
Industry Sporting Goods
Experience
Nike October 2013 - Present
Self Employed April 2013 - September 2013
Struck July 2010 - March 2013
Borders Perrin Norrander September 2008 - July 2010
Respond2 Communications July 2007 - September 2008
Respond2 Communications June 2007 - July 2007
Merrill Lynch - Global Private Client June 2005 - November 2006
O'Connell House - Boston College August 1997 - August 1998
Skills
Account Management, Project Coordination, Sales Process, Team Management, Team Building, Team Leadership, New Business Development, Customer Relations, Product Marketing, Budget Management, Creative Development, Brand Development, Advertising, Social Media, Online Marketing, Social Media Marketing, Digital Marketing, Marketing Communications, Negotiation, Direct Marketing, Marketing Strategy, Event Planning, Competitive Analysis, Social Networking, Event Management, Key Account Management, Online Advertising, Budgeting, Strategy Development, Creative Problem Solving, Digital Strategy, Public Speaking, Facebook, Integrated Marketing, Creative Direction, Project Management, Strategy, Data Analysis, Categorical Data..., Customer Insight, Business Insights, Marketing, Leadership, Analytics, Management, Google Analytics, Interactive Marketing, Marketing Research, Creative Strategy, Digital Media
Education
Boston College 1995 — 1999
B.A., English Literature/Political Science
Portland State University - School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
Boston College 2001 — 2002
M.Ed, Secondary Education, English
Nike October 2013 - Present
Self Employed April 2013 - September 2013
Struck July 2010 - March 2013
Borders Perrin Norrander September 2008 - July 2010
Respond2 Communications July 2007 - September 2008
Respond2 Communications June 2007 - July 2007
Merrill Lynch - Global Private Client June 2005 - November 2006
O'Connell House - Boston College August 1997 - August 1998
Skills
Account Management, Project Coordination, Sales Process, Team Management, Team Building, Team Leadership, New Business Development, Customer Relations, Product Marketing, Budget Management, Creative Development, Brand Development, Advertising, Social Media, Online Marketing, Social Media Marketing, Digital Marketing, Marketing Communications, Negotiation, Direct Marketing, Marketing Strategy, Event Planning, Competitive Analysis, Social Networking, Event Management, Key Account Management, Online Advertising, Budgeting, Strategy Development, Creative Problem Solving, Digital Strategy, Public Speaking, Facebook, Integrated Marketing, Creative Direction, Project Management, Strategy, Data Analysis, Categorical Data..., Customer Insight, Business Insights, Marketing, Leadership, Analytics, Management, Google Analytics, Interactive Marketing, Marketing Research, Creative Strategy, Digital Media
Education
Boston College 1995 — 1999
B.A., English Literature/Political Science
Portland State University - School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
Boston College 2001 — 2002
M.Ed, Secondary Education, English
Stephen A. Pollard's Merrill Lynch Global Private Client Experience February 2003 - Present
Job Senior Vice President/Wealth Management Advisor at Merrill Lynch Global Private Client
Industry Financial Services
Experience
Merrill Lynch - Global Private Client February 2003 - Present
Project Adventure, Inc. January 2002 - 2003
Sapient 1995 - 2003
Skills
Strategic Financial..., Strategic Planning, Wealth Management, Consulting, Portfolio Management, Team Building, Workshop Facilitation, Asset Managment, Equities, Series 7
Education
Brown University 1990 — 1994
Bachelor of Science, Biology
Merrill Lynch - Global Private Client February 2003 - Present
Project Adventure, Inc. January 2002 - 2003
Sapient 1995 - 2003
Skills
Strategic Financial..., Strategic Planning, Wealth Management, Consulting, Portfolio Management, Team Building, Workshop Facilitation, Asset Managment, Equities, Series 7
Education
Brown University 1990 — 1994
Bachelor of Science, Biology
Viktoriya Metelitsa's Merrill Lynch Global Private Client Experience June 2007 - August 2007
Job Business Analyst at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors December 2013 - Present
ING Investment Management June 2011 - December 2013
Legg Mason June 2008 - June 2011
Federal Home Loan Bank of New York September 2007 - May 2008
Merrill Lynch - Global Private Client June 2007 - August 2007
Skills
Business Analysis, Bloomberg, Equities, Operational Risk, Fixed Income, Asset Management, Wealth Management, Risk Management, Finance
Education
Fordham University 2004 — 2008
BS, Finance
Dimensional Fund Advisors December 2013 - Present
ING Investment Management June 2011 - December 2013
Legg Mason June 2008 - June 2011
Federal Home Loan Bank of New York September 2007 - May 2008
Merrill Lynch - Global Private Client June 2007 - August 2007
Skills
Business Analysis, Bloomberg, Equities, Operational Risk, Fixed Income, Asset Management, Wealth Management, Risk Management, Finance
Education
Fordham University 2004 — 2008
BS, Finance
Frank M. Waltzer, PMP, CSM, 6 Sigma Black Belt's Merrill Lynch Global Private Client Experience September 2006 - September 2007
Job Sr. Project Manager at Tata Consultancy Services
Industry Financial Services
Experience
Tata Consultancy Services September 2014 - Present
Independent Consultant July 2014 - Present
Bank of America January 2014 - July 2014
Pro4ia November 2012 - May 2013
Frank M. Waltzer, PMP, LLC October 2011 - November 2012
GalaxE Solutions August 2011 - September 2011
BANK OF AMERICA / MERRILL LYNCH June 2010 - September 2010
Merrill Lynch September 2008 - September 2009
Merrill Lynch Global Private Client September 2006 - September 2007
Merrill Lynch Investment Managers September 2001 - September 2006
Skills
Certified Scrum Master..., Six Sigma, Process Improvement, Business Analysis, SDLC, Program Management, Visio, Project Management, Strategy, Risk Management, PMO, SharePoint, Management, Financial Services, Quality Assurance, Project Portfolio..., Project Planning, Budgets, Vendor Management, IT Service Management, IT Strategy, CRM, Cross-functional Team..., IT Management, Outsourcing, Change Management, Business Process..., Requirements Analysis, Business Requirements, Integration, Resource Management, Business Intelligence, Information Technology, Business Process, Strategic Planning, Governance, Analysis, Requirements Gathering, Consulting, Agile Project Management, ITIL, Enterprise Architecture, MS Project, Certified Project..., Management Consulting, Leadership, Finance, Software Project..., Operations Management
Education
Villanova University 2008 — 2009
Masters Certification, Applied & IS/IT Project Management
Stony Brook University 1976 — 1978
Masters, Management & Policy Analysis
Binghamton University 1971 — 1975
BA, Political Science
Tata Consultancy Services September 2014 - Present
Independent Consultant July 2014 - Present
Bank of America January 2014 - July 2014
Pro4ia November 2012 - May 2013
Frank M. Waltzer, PMP, LLC October 2011 - November 2012
GalaxE Solutions August 2011 - September 2011
BANK OF AMERICA / MERRILL LYNCH June 2010 - September 2010
Merrill Lynch September 2008 - September 2009
Merrill Lynch Global Private Client September 2006 - September 2007
Merrill Lynch Investment Managers September 2001 - September 2006
Skills
Certified Scrum Master..., Six Sigma, Process Improvement, Business Analysis, SDLC, Program Management, Visio, Project Management, Strategy, Risk Management, PMO, SharePoint, Management, Financial Services, Quality Assurance, Project Portfolio..., Project Planning, Budgets, Vendor Management, IT Service Management, IT Strategy, CRM, Cross-functional Team..., IT Management, Outsourcing, Change Management, Business Process..., Requirements Analysis, Business Requirements, Integration, Resource Management, Business Intelligence, Information Technology, Business Process, Strategic Planning, Governance, Analysis, Requirements Gathering, Consulting, Agile Project Management, ITIL, Enterprise Architecture, MS Project, Certified Project..., Management Consulting, Leadership, Finance, Software Project..., Operations Management
Education
Villanova University 2008 — 2009
Masters Certification, Applied & IS/IT Project Management
Stony Brook University 1976 — 1978
Masters, Management & Policy Analysis
Binghamton University 1971 — 1975
BA, Political Science
Elizabeth McCarthy's Merrill Lynch Global Private Client Experience August 2004 - September 2005
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company August 2014 - Present
Bain & Company September 2011 - July 2014
Bain & Company May 2010 - August 2010
Lazard Asset Management October 2005 - August 2009
Merrill Lynch Global Private Client August 2004 - September 2005
Southampton Fresh Air Home June 2000 - August 2005
Locust Valley Central School District August 2003 - June 2004
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Virginia 2001 — 2003
MA, Special Education
University of Virginia 1998 — 2002
BA, Government
Bain & Company August 2014 - Present
Bain & Company September 2011 - July 2014
Bain & Company May 2010 - August 2010
Lazard Asset Management October 2005 - August 2009
Merrill Lynch Global Private Client August 2004 - September 2005
Southampton Fresh Air Home June 2000 - August 2005
Locust Valley Central School District August 2003 - June 2004
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Virginia 2001 — 2003
MA, Special Education
University of Virginia 1998 — 2002
BA, Government
Megan A. McNealy, CFP™'s Merrill Lynch Global Private Client Experience August 1997 - Present
Job VP, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Global Private Client August 1997 - Present
Chicago Board of Trade July 1995 - July 1997
Skills
Wealth Management, Portfolio Management, Strategic Financial..., 10b5-1 Plans, Estate Planning, Insurance, Investment Advisory, Financial Services, Asset Allocation, Series 7, Equities, Series 63, Separately Managed..., Uniform Combined State..., Mutual Funds, Alternative Investments, Finance, Retirement Planning, Financial Planning, Financial Advisory
Education
Northwestern University 1991 — 1992
Masters
Cornell University 1987 — 1991
Bachelor of Arts (B.A.)
Merrill Lynch Global Private Client August 1997 - Present
Chicago Board of Trade July 1995 - July 1997
Skills
Wealth Management, Portfolio Management, Strategic Financial..., 10b5-1 Plans, Estate Planning, Insurance, Investment Advisory, Financial Services, Asset Allocation, Series 7, Equities, Series 63, Separately Managed..., Uniform Combined State..., Mutual Funds, Alternative Investments, Finance, Retirement Planning, Financial Planning, Financial Advisory
Education
Northwestern University 1991 — 1992
Masters
Cornell University 1987 — 1991
Bachelor of Arts (B.A.)
Debbi (Slotoroff) Rekant's Merrill Lynch Global Private Client Experience 1998 - Present
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2014 - Present
Merrill Lynch May 1998 - Present
Merrill Lynch Global Private Client 1998 - Present
Johnson & Johnson 1990 - 1996
Johnson & Johnson Advanced Behavioral Technologies 1990 - 1996
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Analysis, Equities, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investment Banking, Investments, Management, Mutual Funds, Retirement Planning, Risk Management, Securities, Strategic Financial..., Strategy, Project Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Union College 1974 — 1978
BS, Mathematics / Computer Science
Bessemer Trust April 2014 - Present
Merrill Lynch May 1998 - Present
Merrill Lynch Global Private Client 1998 - Present
Johnson & Johnson 1990 - 1996
Johnson & Johnson Advanced Behavioral Technologies 1990 - 1996
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Analysis, Equities, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investment Banking, Investments, Management, Mutual Funds, Retirement Planning, Risk Management, Securities, Strategic Financial..., Strategy, Project Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Union College 1974 — 1978
BS, Mathematics / Computer Science
Grady Kendrick, CFA's Merrill Lynch Global Private Client Experience May 2008 - August 2008
Job Sports and Entertainment Lending
Industry Financial Services
Experience
SunTrust Bank November 2013 - Present
SunTrust Robinson Humphrey July 2012 - November 2013
SunTrust Robinson Humphrey August 2011 - July 2012
SunTrust Robinson Humphrey March 2010 - August 2011
Merrill Lynch Global Private Client May 2008 - August 2008
Skills
Credit Analysis, Financial Analysis, Portfolio Management, Financial Modeling, Debt
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
SunTrust Bank November 2013 - Present
SunTrust Robinson Humphrey July 2012 - November 2013
SunTrust Robinson Humphrey August 2011 - July 2012
SunTrust Robinson Humphrey March 2010 - August 2011
Merrill Lynch Global Private Client May 2008 - August 2008
Skills
Credit Analysis, Financial Analysis, Portfolio Management, Financial Modeling, Debt
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
Jonathan Purdy's Merrill Lynch Global Private Client Experience May 2007 - August 2007
Job Trader at H.I.G. WhiteHorse
Industry Financial Services
Experience
H.I.G. WhiteHorse May 2013 - Present
ORIX Corporate Capital 2008 - 2013
Merrill Lynch Global Private Client May 2007 - August 2007
Tropic Airlines (San Pedro, Belize, C.A.) May 2006 - July 2006
Skills
Valuation, Capital Markets, Financial Modeling, Financial Structuring
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Finance, Cum Laude
H.I.G. WhiteHorse May 2013 - Present
ORIX Corporate Capital 2008 - 2013
Merrill Lynch Global Private Client May 2007 - August 2007
Tropic Airlines (San Pedro, Belize, C.A.) May 2006 - July 2006
Skills
Valuation, Capital Markets, Financial Modeling, Financial Structuring
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Finance, Cum Laude
Galina Germanovich's Merrill Lynch Global Private Client Experience December 2003 - October 2005
Job VP, Special Assets Portfolio Manager III at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank, SAG Special Unique September 2011 - Present
Fifth Third Bank, Healthcare/Public Funds December 2009 - September 2011
RBS Asset Finance July 2009 - December 2009
GE Capital February 2008 - February 2009
Merrill Lynch Capital April 2007 - February 2008
US Bank October 2005 - April 2007
Merrill Lynch Global Private Client December 2003 - October 2005
JPMorgan Chase October 2000 - December 2003
Skills
Non-profits, Energy, Healthcare, Higher Education, Portfolio Management, Loans, Credit, Credit Analysis, Financial Analysis, Commercial Lending, Financial Modeling, Commercial Banking, Underwriting, Credit Risk, Risk Management, Corporate Finance, Banking, Due Diligence, Financial Risk, Leveraged Finance, Securities, Nonprofits
Education
National Louis University
BA
Other
Fifth Third Bank, SAG Special Unique September 2011 - Present
Fifth Third Bank, Healthcare/Public Funds December 2009 - September 2011
RBS Asset Finance July 2009 - December 2009
GE Capital February 2008 - February 2009
Merrill Lynch Capital April 2007 - February 2008
US Bank October 2005 - April 2007
Merrill Lynch Global Private Client December 2003 - October 2005
JPMorgan Chase October 2000 - December 2003
Skills
Non-profits, Energy, Healthcare, Higher Education, Portfolio Management, Loans, Credit, Credit Analysis, Financial Analysis, Commercial Lending, Financial Modeling, Commercial Banking, Underwriting, Credit Risk, Risk Management, Corporate Finance, Banking, Due Diligence, Financial Risk, Leveraged Finance, Securities, Nonprofits
Education
National Louis University
BA
Other
Anoush Haroutunian's Merrill Lynch Global Private Client Experience June 2008 - July 2008
Job Finance Manager, Investor Relations at Microsoft
Industry Financial Services
Experience
Microsoft January 2015 - Present
Microsoft March 2013 - January 2015
Microsoft July 2012 - February 2013
Microsoft July 2010 - June 2012
Microsoft, Health Solutions Group May 2009 - August 2009
Merrill Lynch Global Private Client June 2008 - July 2008
Skills
Financial Accounting, Segmentation, Cross-functional Team..., Project Management, Competitive Analysis, Financial Modeling, Business Strategy, Analysis, Finance, Corporate Finance, Financial Analysis, Forecasting, Business Analysis, Management, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration, Finance, Accounting
Microsoft January 2015 - Present
Microsoft March 2013 - January 2015
Microsoft July 2012 - February 2013
Microsoft July 2010 - June 2012
Microsoft, Health Solutions Group May 2009 - August 2009
Merrill Lynch Global Private Client June 2008 - July 2008
Skills
Financial Accounting, Segmentation, Cross-functional Team..., Project Management, Competitive Analysis, Financial Modeling, Business Strategy, Analysis, Finance, Corporate Finance, Financial Analysis, Forecasting, Business Analysis, Management, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration, Finance, Accounting
James Renitsky's Merrill Lynch Global Private Client Experience April 2005 - January 2007
Job Controller at Barrack, Rodos & Bacine Attorneys at Law
Industry Financial Services
Experience
Barrack, Rodos & Bacine - Attorneys at Law June 2013 - Present
Bank of America / Merrill Lynch January 2007 - August 2012
Merrill Lynch Global Private Client April 2005 - January 2007
Merrill Lynch Retirement Group October 1996 - April 2005
Merrill Lynch Individual Financial Services April 1994 - October 1996
Merrill Lynch Bank & Trust Com July 1990 - April 1994
MLPF&S Accounting July 1987 - July 1990
Commonwealth Federal Savings Bank July 1986 - July 1987
PJSC "Deloitte & Touche USC" September 1983 - July 1986
Skills
Financial Analysis, Forecasting, Finance, Accounting, Budgets, Financial Reporting, Financial Modeling, Auditing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1983
Master of Business Administration, Professional Accounting
Barrack, Rodos & Bacine - Attorneys at Law June 2013 - Present
Bank of America / Merrill Lynch January 2007 - August 2012
Merrill Lynch Global Private Client April 2005 - January 2007
Merrill Lynch Retirement Group October 1996 - April 2005
Merrill Lynch Individual Financial Services April 1994 - October 1996
Merrill Lynch Bank & Trust Com July 1990 - April 1994
MLPF&S Accounting July 1987 - July 1990
Commonwealth Federal Savings Bank July 1986 - July 1987
PJSC "Deloitte & Touche USC" September 1983 - July 1986
Skills
Financial Analysis, Forecasting, Finance, Accounting, Budgets, Financial Reporting, Financial Modeling, Auditing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1983
Master of Business Administration, Professional Accounting