Merrill Lynch Investment Managers
Industry: Company
DescriptionHeadquarters: London Parent organizations: BlackRock, BR Jersey International Holdings L.P. Subsidiaries: BlackRock Advisors (UK) Limited,
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Merrill Lynch Investment Managers Employees
Employee
Years
Job
Industry
Keith Dubauskas Keith Dubauskas's Merrill Lynch Investment Managers Experience 1994 - 2001
Job First Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Beth Ann Connor Beth Ann Connor's Merrill Lynch Investment Managers Experience 2003 - 2006
Job Real Estate Agent at Weidel Real Estate
Industry Health, Wellness and Fitness
Experience
Weidel Real Estate June 2015 - Present
Dr. Fuhrman Online Inc. September 2011 - December 2014
Thirty-One Gifts June 2010 - September 2013
BlackRock October 2006 - March 2009
BlackRock, Inc. March 1991 - March 2009
Merrill Lynch Investment Managers 2003 - 2006
Merrill Lynch Investment Managers January 2000 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Asset Management January 1991 - January 2000
Merrill Lynch Investment Managers 1991 - 2000
Skills
Marketing, Project Management, Editing, Customer Service, Team Building, Strategic Planning, Leadership, Time Management, Outlook, Marketing Communications, Procurement, Sales, Microsoft Excel, Public Speaking, Budgets, Product Development, Management, Process Improvement, Purchasing, Strategy
Education
Mercer County Community College 1987 — 1990
Cittone Institute
Office Administration, Business Administration
Weidel Real Estate June 2015 - Present
Dr. Fuhrman Online Inc. September 2011 - December 2014
Thirty-One Gifts June 2010 - September 2013
BlackRock October 2006 - March 2009
BlackRock, Inc. March 1991 - March 2009
Merrill Lynch Investment Managers 2003 - 2006
Merrill Lynch Investment Managers January 2000 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Asset Management January 1991 - January 2000
Merrill Lynch Investment Managers 1991 - 2000
Skills
Marketing, Project Management, Editing, Customer Service, Team Building, Strategic Planning, Leadership, Time Management, Outlook, Marketing Communications, Procurement, Sales, Microsoft Excel, Public Speaking, Budgets, Product Development, Management, Process Improvement, Purchasing, Strategy
Education
Mercer County Community College 1987 — 1990
Cittone Institute
Office Administration, Business Administration
Daniel Scher Daniel Scher's Merrill Lynch Investment Managers Experience May 2007 - June 2007
Job Managing Consultant at Navigant
Industry Management Consulting
Experience
Navigant Consulting July 2014 - Present
Navigant January 2013 - June 2014
Navigant June 2011 - December 2012
Cleveland Clinic May 2010 - August 2010
Cleveland Clinic May 2009 - August 2009
Shoutback Concepts LLC May 2009 - August 2009
Glenmede Trust Company May 2008 - August 2008
Merrill Lynch Investment Managers May 2007 - June 2007
Skills
Management Consulting, Healthcare, Revenue Cycle, Financial Analysis, Hospitals, Process Improvement, Strategy, Strategic Planning, Mergers, Acquisitions, Management, Finance
Education
Indiana University Bloomington 2007 — 2011
BS, Public Finance and Policy Analysis
Navigant Consulting July 2014 - Present
Navigant January 2013 - June 2014
Navigant June 2011 - December 2012
Cleveland Clinic May 2010 - August 2010
Cleveland Clinic May 2009 - August 2009
Shoutback Concepts LLC May 2009 - August 2009
Glenmede Trust Company May 2008 - August 2008
Merrill Lynch Investment Managers May 2007 - June 2007
Skills
Management Consulting, Healthcare, Revenue Cycle, Financial Analysis, Hospitals, Process Improvement, Strategy, Strategic Planning, Mergers, Acquisitions, Management, Finance
Education
Indiana University Bloomington 2007 — 2011
BS, Public Finance and Policy Analysis
Byron Vielehr Byron Vielehr's Merrill Lynch Investment Managers Experience 1999 - 2003
Job President Depository Institutions Services group at Fiserv
Industry Financial Services
Experience
Fiserv November 2013 - Present
Dun & Bradstreet November 2012 - November 2013
Dun & Bradstreet May 2011 - November 2012
D&B November 2009 - May 2011
Dun & Bradstreet November 2008 - November 2009
Dun & Bradstreet June 2005 - November 2008
Northstar Systems Intl. 2004 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch Investment Managers 1999 - 2003
Strong Financial Corporation 1995 - 1999
Skills
Executive Management, SaaS, IT Strategy, Risk Management, Business Modeling, Product Management, Business Strategy, Financial Services, Data Center, Product Development, Security, Management, E-commerce, CRM, Financial Risk, Start-ups, Strategy, Portfolio Management, Outsourcing, Analytics, Vendor Management, Business Development, Business Intelligence, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1996 — 1997
MBA, Finance/Marketing
The University of Chicago Booth School of Business 1995 — 1995
Master of Business Administration (M.B.A.), Finance and Innovation
Drexel University - LeBow College of Business 1982 — 1987
BS, Marketing & Finance
Fiserv November 2013 - Present
Dun & Bradstreet November 2012 - November 2013
Dun & Bradstreet May 2011 - November 2012
D&B November 2009 - May 2011
Dun & Bradstreet November 2008 - November 2009
Dun & Bradstreet June 2005 - November 2008
Northstar Systems Intl. 2004 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch Investment Managers 1999 - 2003
Strong Financial Corporation 1995 - 1999
Skills
Executive Management, SaaS, IT Strategy, Risk Management, Business Modeling, Product Management, Business Strategy, Financial Services, Data Center, Product Development, Security, Management, E-commerce, CRM, Financial Risk, Start-ups, Strategy, Portfolio Management, Outsourcing, Analytics, Vendor Management, Business Development, Business Intelligence, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1996 — 1997
MBA, Finance/Marketing
The University of Chicago Booth School of Business 1995 — 1995
Master of Business Administration (M.B.A.), Finance and Innovation
Drexel University - LeBow College of Business 1982 — 1987
BS, Marketing & Finance
Siva Vijayan Siva Vijayan's Merrill Lynch Investment Managers Experience September 2004 - February 2006
Job Senior Developer at Goldentree Asset Management
Industry Investment Management
Experience
GoldenTree Asset Management August 2013 - Present
Artio Global Investors October 2011 - August 2013
SunGard Global Services January 2011 - October 2011
SunGard Financial Systems July 2008 - January 2011
CSC June 2007 - June 2008
BlackRock Solutions March 2006 - April 2007
Merrill Lynch Investment Managers September 2004 - February 2006
SSI Technologies (now Cambridge Solutions) May 2000 - June 2004
CMP Express Internet Development January 2000 - May 2000
Infotech private limited February 1999 - December 1999
Skills
SDLC, Microsoft SQL Server, Software Project..., .NET, Software Development, Visual Basic, SSRS, Asset Managment, Bloomberg, Requirements Analysis, AJAX, Business Analysis, SQL, Alternative Investments, SOA, Agile Methodologies, Data Warehousing, Oracle, Web Services, ASP.NET, Enterprise Architecture, PL/SQL, Databases, Unix, LINQ, Scrum, WPF, WCF, Integration, Equities, Fixed Income, Asset Management
Education
Madurai Kamaraj University 1996 — 1998
Master of Science, Computer Science
Madurai Kamaraj University 1993 — 1996
Bachelor of Science (B.Sc.), Computer Science
GoldenTree Asset Management August 2013 - Present
Artio Global Investors October 2011 - August 2013
SunGard Global Services January 2011 - October 2011
SunGard Financial Systems July 2008 - January 2011
CSC June 2007 - June 2008
BlackRock Solutions March 2006 - April 2007
Merrill Lynch Investment Managers September 2004 - February 2006
SSI Technologies (now Cambridge Solutions) May 2000 - June 2004
CMP Express Internet Development January 2000 - May 2000
Infotech private limited February 1999 - December 1999
Skills
SDLC, Microsoft SQL Server, Software Project..., .NET, Software Development, Visual Basic, SSRS, Asset Managment, Bloomberg, Requirements Analysis, AJAX, Business Analysis, SQL, Alternative Investments, SOA, Agile Methodologies, Data Warehousing, Oracle, Web Services, ASP.NET, Enterprise Architecture, PL/SQL, Databases, Unix, LINQ, Scrum, WPF, WCF, Integration, Equities, Fixed Income, Asset Management
Education
Madurai Kamaraj University 1996 — 1998
Master of Science, Computer Science
Madurai Kamaraj University 1993 — 1996
Bachelor of Science (B.Sc.), Computer Science
Bennett MacInnis Bennett MacInnis's Merrill Lynch Investment Managers Experience October 1999 - December 2001
Job Managing Partner at Aon Gusa Business Solutions Limited
Industry Financial Services
Experience
Aon Gusa Business Solutions Limited January 2013 - Present
Richardson GMP Limited May 2010 - January 2013
GMP Securities September 2009 - January 2013
Richardson Partners Financial Limited September 2006 - September 2009
Unisen Inc/Citigroup September 2002 - September 2006
Merrill Lynch May 2001 - December 2001
Merrill Lynch Investment Managers October 1999 - December 2001
Merrill Lynch Investment Managers, Canada September 1998 - October 1999
Atlas Asset Management ( Midland Walwyn) June 1996 - September 1998
Atlas Asset Management ( Midland Walwyn) August 1993 - June 1996
Skills
Operations Management, Information Technology, Financial Accounting, Business Strategy, Executive Management, Managerial Finance, Sales Management, Strategic Leadership, Change Management, Acquisition Integration, Technology Integration, Business Process..., Process Management, Portfolio Management, Investments, Financial Services, Management, CRM, Risk Management, Process Improvement, Mutual Funds, Strategic Financial..., Business Analysis, Wealth Management, Finance, Securities, Start-ups, Hedge Funds, Financial Planning
Education
The University of Western Ontario - King's University College 1982 — 1985
Bachelor of Science, Administrative & Commercial Studies
St Thomas Moore Catholic High School 1977 — 1981
Aon Gusa Business Solutions Limited January 2013 - Present
Richardson GMP Limited May 2010 - January 2013
GMP Securities September 2009 - January 2013
Richardson Partners Financial Limited September 2006 - September 2009
Unisen Inc/Citigroup September 2002 - September 2006
Merrill Lynch May 2001 - December 2001
Merrill Lynch Investment Managers October 1999 - December 2001
Merrill Lynch Investment Managers, Canada September 1998 - October 1999
Atlas Asset Management ( Midland Walwyn) June 1996 - September 1998
Atlas Asset Management ( Midland Walwyn) August 1993 - June 1996
Skills
Operations Management, Information Technology, Financial Accounting, Business Strategy, Executive Management, Managerial Finance, Sales Management, Strategic Leadership, Change Management, Acquisition Integration, Technology Integration, Business Process..., Process Management, Portfolio Management, Investments, Financial Services, Management, CRM, Risk Management, Process Improvement, Mutual Funds, Strategic Financial..., Business Analysis, Wealth Management, Finance, Securities, Start-ups, Hedge Funds, Financial Planning
Education
The University of Western Ontario - King's University College 1982 — 1985
Bachelor of Science, Administrative & Commercial Studies
St Thomas Moore Catholic High School 1977 — 1981
Jerry W. Miller Jerry W. Miller's Merrill Lynch Investment Managers Experience 2002 - 2006
Job Head of Asset and Wealth Management Americas at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2013 - Present
Lightyear Capital April 2012 - May 2013
American Beacon Advisors August 2012 - April 2013
Sentio Advisors October 2010 - April 2013
Van Kampen Investments 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch 2000 - 2002
Skills
Asset Managment, Investments, Private Equity, Alternative Investments, Fixed Income, Investment Management, Wealth Management, Executive Management, Asset Management, Equities, Financial Services, Mutual Funds, Business Strategy, Hedge Funds, Asset Allocation
Education
Harvard Business School
AMP
Swarthmore College
BA, Economics
Deutsche Bank May 2013 - Present
Lightyear Capital April 2012 - May 2013
American Beacon Advisors August 2012 - April 2013
Sentio Advisors October 2010 - April 2013
Van Kampen Investments 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch 2000 - 2002
Skills
Asset Managment, Investments, Private Equity, Alternative Investments, Fixed Income, Investment Management, Wealth Management, Executive Management, Asset Management, Equities, Financial Services, Mutual Funds, Business Strategy, Hedge Funds, Asset Allocation
Education
Harvard Business School
AMP
Swarthmore College
BA, Economics
Kathleen Mariboe Kathleen Mariboe's Merrill Lynch Investment Managers Experience 2003 - 2006
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2003 - 2006
KGM Marketing Communications 2001 - 2003
Merrill Lynch 1990 - 2000
Education
Duquesne University
BA, Journalism
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2003 - 2006
KGM Marketing Communications 2001 - 2003
Merrill Lynch 1990 - 2000
Education
Duquesne University
BA, Journalism
Ted Morton Ted Morton's Merrill Lynch Investment Managers Experience June 2006 - September 2006
Job Fair Value Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management February 2014 - Present
Wellington Management August 2008 - January 2014
Fidelity Investments June 2007 - July 2008
Merrill Lynch Investment Managers June 2006 - September 2006
Skills
Fixed Income, Equities, Bonds, Investments, Bloomberg, Valuation, International Business, Bloomberg Terminal, Equity Research, Private Equity, Financial Modeling, Asset Managment, Derivatives, OTC, Factset, Microsoft Excel, Hedge Funds, Capital IQ, SNL, Alternative Investments, Investment Management, Mutual Funds, Venture Capital
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Wellington Management February 2014 - Present
Wellington Management August 2008 - January 2014
Fidelity Investments June 2007 - July 2008
Merrill Lynch Investment Managers June 2006 - September 2006
Skills
Fixed Income, Equities, Bonds, Investments, Bloomberg, Valuation, International Business, Bloomberg Terminal, Equity Research, Private Equity, Financial Modeling, Asset Managment, Derivatives, OTC, Factset, Microsoft Excel, Hedge Funds, Capital IQ, SNL, Alternative Investments, Investment Management, Mutual Funds, Venture Capital
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Maureen Kolodziej Kopec Maureen Kolodziej Kopec's Merrill Lynch Investment Managers Experience October 1995 - September 2006
Job Administrative Assistant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Investment Performance Services, LLC March 2010 - June 2013
Professional Services Group of Mercer County September 2009 - March 2010
BlackRock September 2006 - April 2009
Merrill Lynch Investment Managers October 1995 - September 2006
Skills
Organization, Training, Project Management, Administrative..., Concur, Management, Access
Education
Mercer County Community College
Business Administration and Management, General
The Stuart School of Business Administration
Legal Secretarial
Merrill Lynch June 2013 - Present
Investment Performance Services, LLC March 2010 - June 2013
Professional Services Group of Mercer County September 2009 - March 2010
BlackRock September 2006 - April 2009
Merrill Lynch Investment Managers October 1995 - September 2006
Skills
Organization, Training, Project Management, Administrative..., Concur, Management, Access
Education
Mercer County Community College
Business Administration and Management, General
The Stuart School of Business Administration
Legal Secretarial
Hannah Shaw Grove Hannah Shaw Grove's Merrill Lynch Investment Managers Experience 1999 - 2005
Job Chief Marketing Officer at iCapital Network, Inc.
Industry Venture Capital & Private Equity
Experience
iCapital Network, Inc. 2015 - Present
Financial Advisor Magazine 2007 - Present
HSGrove LLC 2006 - 2014
Merrill Lynch Investment Managers 1999 - 2005
Prudential Financial 1998 - 1999
Financial Research Corporation 1995 - 1998
The Hanover Insurance Group (formerly Allmerica Financial) 1993 - 1995
Fidelity Investments 1989 - 1993
Skills
Marketing Strategy, Consulting, Business Development, Investments, Public Speaking, Series 7, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Investment Management, Strategic Communications, Marketing, Strategy, Financial Advisory, Alternative Investments, Training, Equities, Investment Strategies, Retirement Planning, Retirement, Hedge Funds, Asset Allocation, Finance, Securities, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 63, ETFs, Investment Advisory
Education
Harvard University 1987 — 1990
ALB, Fine Arts & Humanities
Scripps College 1984 — 1987
Liberal Arts
iCapital Network, Inc. 2015 - Present
Financial Advisor Magazine 2007 - Present
HSGrove LLC 2006 - 2014
Merrill Lynch Investment Managers 1999 - 2005
Prudential Financial 1998 - 1999
Financial Research Corporation 1995 - 1998
The Hanover Insurance Group (formerly Allmerica Financial) 1993 - 1995
Fidelity Investments 1989 - 1993
Skills
Marketing Strategy, Consulting, Business Development, Investments, Public Speaking, Series 7, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Investment Management, Strategic Communications, Marketing, Strategy, Financial Advisory, Alternative Investments, Training, Equities, Investment Strategies, Retirement Planning, Retirement, Hedge Funds, Asset Allocation, Finance, Securities, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 63, ETFs, Investment Advisory
Education
Harvard University 1987 — 1990
ALB, Fine Arts & Humanities
Scripps College 1984 — 1987
Liberal Arts
Bill Stephenson Bill Stephenson's Merrill Lynch Investment Managers Experience January 1994 - April 1997
Job SVP Global Head of Trading
Industry Financial Services
Experience
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments September 1997 - April 2014
DLJ April 1997 - September 1997
Merrill Lynch Investment Managers January 1994 - April 1997
Bloomberg 1992 - 1993
Skills
Market Structure, Trading System, Equities, Electronic Trading, Trading Systems, Equity Trading, Series 7, Series 63, Trading, Capital Markets, Equity Research, Investments, Series 24, Execution Management..., Mutual Funds, Strategy, Financial Markets, Securities, Prime Brokerage, Bloomberg, Financial Services, ETFs, Bonds
Education
Harvard Business School 2010 — 2010
GMP, Management
The College of New Jersey 1989 — 1993
BS, Finance, Psychology
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments September 1997 - April 2014
DLJ April 1997 - September 1997
Merrill Lynch Investment Managers January 1994 - April 1997
Bloomberg 1992 - 1993
Skills
Market Structure, Trading System, Equities, Electronic Trading, Trading Systems, Equity Trading, Series 7, Series 63, Trading, Capital Markets, Equity Research, Investments, Series 24, Execution Management..., Mutual Funds, Strategy, Financial Markets, Securities, Prime Brokerage, Bloomberg, Financial Services, ETFs, Bonds
Education
Harvard Business School 2010 — 2010
GMP, Management
The College of New Jersey 1989 — 1993
BS, Finance, Psychology
Chris McDonnell, HCP/CHP Chris McDonnell, HCP/CHP's Merrill Lynch Investment Managers Experience 2001 - January 2005
Job Senior Account Manager at SPHERE Technology Solutions
Industry Information Technology and Services
Experience
SPHERE Technology Solutions May 2015 - Present
XO Communications September 2014 - May 2015
Global Wholesale Telecom Services, Inc. October 2012 - August 2014
SASKATCHEWAN TELECOMMUNICATIONS INTERNATIONAL, INC. November 2011 - October 2012
Vonage November 2010 - November 2011
Global Wholesale Telecom Services, Inc. January 2005 - November 2010
Merrill Lynch Investment Managers 2001 - January 2005
Skills
Data Security, Regulatory Compliance, Data Governance, Professional Services, Management, Solution Selling, CRM, Managed Services, VoIP, Strategic Partnerships, New Business Development, Sales Process, Strategic Planning, IP, Unified Communications, Product Management, Direct Sales, Product Development, Business Development, Cloud Computing, Marketing, Sales, SaaS, International Sales, Lead Generation, Training, Wireless, Project Planning, Strategy, Mobile Devices, MPLS, Business Planning, Sales Operations, Contract Negotiation, Telecommunications, Sales Management, Networking, Account Management, Security, Consulting, Vendor Management, Consultative Selling, Enterprise Software
Education
University of Pennsylvania - The Wharton School
Professional Certificate, Business Leadership
University of Pittsburgh 1994 — 1999
Physical Therapy
Montclair State University
Sports Medicine
SPHERE Technology Solutions May 2015 - Present
XO Communications September 2014 - May 2015
Global Wholesale Telecom Services, Inc. October 2012 - August 2014
SASKATCHEWAN TELECOMMUNICATIONS INTERNATIONAL, INC. November 2011 - October 2012
Vonage November 2010 - November 2011
Global Wholesale Telecom Services, Inc. January 2005 - November 2010
Merrill Lynch Investment Managers 2001 - January 2005
Skills
Data Security, Regulatory Compliance, Data Governance, Professional Services, Management, Solution Selling, CRM, Managed Services, VoIP, Strategic Partnerships, New Business Development, Sales Process, Strategic Planning, IP, Unified Communications, Product Management, Direct Sales, Product Development, Business Development, Cloud Computing, Marketing, Sales, SaaS, International Sales, Lead Generation, Training, Wireless, Project Planning, Strategy, Mobile Devices, MPLS, Business Planning, Sales Operations, Contract Negotiation, Telecommunications, Sales Management, Networking, Account Management, Security, Consulting, Vendor Management, Consultative Selling, Enterprise Software
Education
University of Pennsylvania - The Wharton School
Professional Certificate, Business Leadership
University of Pittsburgh 1994 — 1999
Physical Therapy
Montclair State University
Sports Medicine
Sean P. Kelley Sean P. Kelley's Merrill Lynch Investment Managers Experience 1999 - 2003
Job Transformation Specialist
Industry Management Consulting
Experience
1125group Inc. January 2013 - Present
Deutsche Bank April 2009 - January 2012
Deutsche Asset Management December 2004 - January 2012
SecurTour 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2003
Morgan Stanley Investment Management 1994 - 1999
Barclays Global Investors 1992 - 1994
Morgan Stanley 1981 - 1992
Skills
Change Management, Strategic Planning, Operations Management, Asset Management, Restructuring, Asset Managment, Business Development, Capital Markets, Equities, Fixed Income, Financial Services, Governance, IT Management, Integration, IT Strategy, Investment Banking, Leadership, Management, Mergers & Acquisitions, Outsourcing, Portfolio Management, Program Management, Project Management, Risk Management, Strategic Vision, Strategy, Trading Systems, Vendor Management, Business Transformation
Education
New York University - Leonard N. Stern School of Business 1984 — 1985
Finance
Marquette University 1977 — 1981
BS, Finance, Operations Research
1125group Inc. January 2013 - Present
Deutsche Bank April 2009 - January 2012
Deutsche Asset Management December 2004 - January 2012
SecurTour 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2003
Morgan Stanley Investment Management 1994 - 1999
Barclays Global Investors 1992 - 1994
Morgan Stanley 1981 - 1992
Skills
Change Management, Strategic Planning, Operations Management, Asset Management, Restructuring, Asset Managment, Business Development, Capital Markets, Equities, Fixed Income, Financial Services, Governance, IT Management, Integration, IT Strategy, Investment Banking, Leadership, Management, Mergers & Acquisitions, Outsourcing, Portfolio Management, Program Management, Project Management, Risk Management, Strategic Vision, Strategy, Trading Systems, Vendor Management, Business Transformation
Education
New York University - Leonard N. Stern School of Business 1984 — 1985
Finance
Marquette University 1977 — 1981
BS, Finance, Operations Research
Karen KC Conway's Merrill Lynch Investment Managers Experience October 1998 - January 2002
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
Deanna Graziano Deanna Graziano's Merrill Lynch Investment Managers Experience May 2006 - October 2006
Job Associate Graphic Designer at BlackRock
Industry Design
Experience
BlackRock May 2007 - Present
Merrill Lynch Investment Managers May 2006 - October 2006
Lifestyle Media Inc. July 2004 - May 2006
Skills
Illustrator, InDesign, Photoshop, Branding, Graphic Design, Adobe Creative Suite, Creative Direction, Corporate Identity, QuarkXPress
Education
Fashion Institute of Technology 2000 — 2004
B.A., Communications Design
BlackRock May 2007 - Present
Merrill Lynch Investment Managers May 2006 - October 2006
Lifestyle Media Inc. July 2004 - May 2006
Skills
Illustrator, InDesign, Photoshop, Branding, Graphic Design, Adobe Creative Suite, Creative Direction, Corporate Identity, QuarkXPress
Education
Fashion Institute of Technology 2000 — 2004
B.A., Communications Design
Gregory M. DeMars, CFA Gregory M. DeMars, CFA's Merrill Lynch Investment Managers Experience July 2004 - March 2006
Job Director of Financial Planning & Analysis at Credibly
Industry Venture Capital & Private Equity
Experience
Credibly, a portfolio company of Flexpoint Ford, LLC November 2014 - Present
Born and Raised Detroit Foundation August 2011 - July 2015
Chrysler Group LLC July 2012 - November 2014
Indiana University Men's Lacrosse Club September 2010 - May 2012
Clearview Capital May 2011 - August 2011
Glencoe Capital January 2009 - July 2010
P&M Corporate Finance March 2006 - January 2009
Merrill Lynch Investment Managers July 2004 - March 2006
Skills
Private Equity, Investment Banking, Operations Management, Financial Modeling, Growth Capital, Mergers, Valuation, Cash Flow, Balance Sheet, Non-profits, Lacrosse, Leadership, Presentations, Deal Sourcing, Recruiting, Acquisitions, Divestitures, Leveraged Finance, Finance, Mergers & Acquisitions, Risk Management, Financial Analysis, Asset Management, Venture Capital, Corporate Finance
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA
CFA Institute
CFA Charter
University of Dayton 2000 — 2004
BS
De La Salle Collegiate High School 1996 — 2000
Credibly, a portfolio company of Flexpoint Ford, LLC November 2014 - Present
Born and Raised Detroit Foundation August 2011 - July 2015
Chrysler Group LLC July 2012 - November 2014
Indiana University Men's Lacrosse Club September 2010 - May 2012
Clearview Capital May 2011 - August 2011
Glencoe Capital January 2009 - July 2010
P&M Corporate Finance March 2006 - January 2009
Merrill Lynch Investment Managers July 2004 - March 2006
Skills
Private Equity, Investment Banking, Operations Management, Financial Modeling, Growth Capital, Mergers, Valuation, Cash Flow, Balance Sheet, Non-profits, Lacrosse, Leadership, Presentations, Deal Sourcing, Recruiting, Acquisitions, Divestitures, Leveraged Finance, Finance, Mergers & Acquisitions, Risk Management, Financial Analysis, Asset Management, Venture Capital, Corporate Finance
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA
CFA Institute
CFA Charter
University of Dayton 2000 — 2004
BS
De La Salle Collegiate High School 1996 — 2000
Paul Oliu's Merrill Lynch Investment Managers Experience January 2005 - July 2006
Job Senior Account Executive at Fiserv
Industry Financial Services
Experience
Fiserv October 2012 - Present
Fiserv September 2010 - November 2012
Fiserv February 2009 - September 2010
CheckFree Investment Services September 2008 - February 2009
CheckFree Investment Services November 2007 - August 2008
CheckFree Investment Services February 2007 - November 2007
CheckFree Investment Services July 2006 - February 2007
Merrill Lynch Investment Managers January 2005 - July 2006
Middlesex Community College September 2001 - December 2002
Skills
Product Management, Financial Services, Market Research, Marketing Communications, Online Advertising, Multi-channel Marketing, Sales Operations, Leadership, Thought Leadership, Relationship Management, Salesforce.com, Product Marketing, Competitive Analysis, Competitive Intelligence, Cross-functional Team..., CRM, Business Development, Vendor Management, Marketing, Strategy, Enterprise Software, Direct Marketing, Strategic Partnerships, Management, Solution Selling, Lead Generation, Account Management, Marketing Strategy, Online Marketing, Sales Process, Demand Generation, Business Strategy, Business Relationship...
Education
Kent State University 1991 — 1995
MA, History
University of Mount Union 1986 — 1990
BA, History
American School of Barcelona 1979 — 1984
High School Diploma
Fiserv October 2012 - Present
Fiserv September 2010 - November 2012
Fiserv February 2009 - September 2010
CheckFree Investment Services September 2008 - February 2009
CheckFree Investment Services November 2007 - August 2008
CheckFree Investment Services February 2007 - November 2007
CheckFree Investment Services July 2006 - February 2007
Merrill Lynch Investment Managers January 2005 - July 2006
Middlesex Community College September 2001 - December 2002
Skills
Product Management, Financial Services, Market Research, Marketing Communications, Online Advertising, Multi-channel Marketing, Sales Operations, Leadership, Thought Leadership, Relationship Management, Salesforce.com, Product Marketing, Competitive Analysis, Competitive Intelligence, Cross-functional Team..., CRM, Business Development, Vendor Management, Marketing, Strategy, Enterprise Software, Direct Marketing, Strategic Partnerships, Management, Solution Selling, Lead Generation, Account Management, Marketing Strategy, Online Marketing, Sales Process, Demand Generation, Business Strategy, Business Relationship...
Education
Kent State University 1991 — 1995
MA, History
University of Mount Union 1986 — 1990
BA, History
American School of Barcelona 1979 — 1984
High School Diploma
Nicci Tumbas Nicci Tumbas's Merrill Lynch Investment Managers Experience 2003 - 2003
Job Manager, Business Development at American Express
Industry Financial Services
Experience
American Express April 2015 - Present
Rodan and Fields Dermatologists November 2012 - Present
Vantiv March 2014 - April 2015
Fifth Third Bank March 2010 - March 2014
Pure Barre December 2009 - December 2012
Fifth Third Bank February 2007 - March 2010
Fifth Third Bank July 2006 - February 2008
Merrill Lynch Investment Managers 2003 - 2003
Skills
Portfolio Management, Commercial Banking, Cash Management, Finance, Management, Sales, Commercial Lending, Trading, Cash Flow, Management Consulting, Underwriting, Market Research, Foreign Exchange, Banking, Credit, Loans, Relationship Management, Financial Analysis, Retail, Financial Services, Risk Management, Corporate Finance, Financial Modeling, FX Options, Financial Risk, Leadership, Credit Analysis, Executive Management, Business Development, Mergers & Acquisitions, Strategic Planning
Education
Miami University 2000 — 2004
Bachelor, Marketing
Granville High School 1996 — 2000
American Express April 2015 - Present
Rodan and Fields Dermatologists November 2012 - Present
Vantiv March 2014 - April 2015
Fifth Third Bank March 2010 - March 2014
Pure Barre December 2009 - December 2012
Fifth Third Bank February 2007 - March 2010
Fifth Third Bank July 2006 - February 2008
Merrill Lynch Investment Managers 2003 - 2003
Skills
Portfolio Management, Commercial Banking, Cash Management, Finance, Management, Sales, Commercial Lending, Trading, Cash Flow, Management Consulting, Underwriting, Market Research, Foreign Exchange, Banking, Credit, Loans, Relationship Management, Financial Analysis, Retail, Financial Services, Risk Management, Corporate Finance, Financial Modeling, FX Options, Financial Risk, Leadership, Credit Analysis, Executive Management, Business Development, Mergers & Acquisitions, Strategic Planning
Education
Miami University 2000 — 2004
Bachelor, Marketing
Granville High School 1996 — 2000
James Forrest James Forrest's Merrill Lynch Investment Managers Experience June 2004 - August 2004
Job Senior Vice President, Principal Investments at Macquarie Capital
Industry Venture Capital & Private Equity
Experience
Macquarie Group September 2005 - Present
Merrill Lynch Investment Managers June 2004 - August 2004
Skills
Mergers, Financial Modeling, LBO, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Investments, M&A experience, Mergers & Acquisitions, Principal Investing, Economics, Statistics, Valuation, Corporate Advisory, Building Relationships, Financial Analysis, Business Analysis, Deal Execution, Investment Management
Education
INSEAD 2007 — 2009
Master of Finance with Distinction, Finance (Investment Banking)
University of Cambridge 2002 — 2005
MA (Cantab.), Economics
Queen Elizabeth's Grammar School, Blackburn 1992 — 2002
Macquarie Group September 2005 - Present
Merrill Lynch Investment Managers June 2004 - August 2004
Skills
Mergers, Financial Modeling, LBO, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Investments, M&A experience, Mergers & Acquisitions, Principal Investing, Economics, Statistics, Valuation, Corporate Advisory, Building Relationships, Financial Analysis, Business Analysis, Deal Execution, Investment Management
Education
INSEAD 2007 — 2009
Master of Finance with Distinction, Finance (Investment Banking)
University of Cambridge 2002 — 2005
MA (Cantab.), Economics
Queen Elizabeth's Grammar School, Blackburn 1992 — 2002
Dov Brosh's Merrill Lynch Investment Managers Experience November 1999 - June 2000
Job Director of Computing PenFed Credit Union
Industry Banking
Experience
Pentagon Federal Credit Union January 2013 - Present
Bank Hapoalim June 2000 - November 2012
Merrill Lynch Investment Managers November 1999 - June 2000
Salomon Brothers March 1989 - June 1998
Skills
Disaster Recovery, Business Continuity, Software Project..., IT Management, Security, Integration, CICS, IT Strategy, Risk Management, Banking, Virtualization, VMware, Data Center, Network Security, Websphere, SQL, SharePoint, Product Management, Information Security
Education
Kaplan University
Bachelor of Science (BS), Computer Science in Networking and Telecommunications, 4.0
Pentagon Federal Credit Union January 2013 - Present
Bank Hapoalim June 2000 - November 2012
Merrill Lynch Investment Managers November 1999 - June 2000
Salomon Brothers March 1989 - June 1998
Skills
Disaster Recovery, Business Continuity, Software Project..., IT Management, Security, Integration, CICS, IT Strategy, Risk Management, Banking, Virtualization, VMware, Data Center, Network Security, Websphere, SQL, SharePoint, Product Management, Information Security
Education
Kaplan University
Bachelor of Science (BS), Computer Science in Networking and Telecommunications, 4.0
Emerson T. Knowles, CIMA's Merrill Lynch Investment Managers Experience June 1979 - August 1982
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Honor Flight Southern Arizona April 2011 - Present
Merrill Lynch January 2010 - Present
Morgan Stanley Smith Barney August 1982 - January 2010
Merrill Lynch Investment Managers June 1979 - August 1982
Skills
Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Series 63, Asset Management, Retirement, Estate Planning, Fixed Income, Wealth Management..., Nonprofits, Wealth Management, Wealth, Portfolio Management, Non-profits, Management, High Net Worth..., Alternative Investments, Securities, Investment Advisory, FINRA, 401k, Equities, Investment Management, Asset Managment, ETFs, Finance, Uniform Combined State..., Series 65, Financial Advisory, Separately Managed..., Investment Strategies, Fixed Annuities, Hedge Funds, Series 24
Education
Massachusetts Institute of Technology 1975 — 1979
Bachelor of Science (B.S.)
Cincinnati Country Day School 1969 — 1975
Honor Flight Southern Arizona April 2011 - Present
Merrill Lynch January 2010 - Present
Morgan Stanley Smith Barney August 1982 - January 2010
Merrill Lynch Investment Managers June 1979 - August 1982
Skills
Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Series 63, Asset Management, Retirement, Estate Planning, Fixed Income, Wealth Management..., Nonprofits, Wealth Management, Wealth, Portfolio Management, Non-profits, Management, High Net Worth..., Alternative Investments, Securities, Investment Advisory, FINRA, 401k, Equities, Investment Management, Asset Managment, ETFs, Finance, Uniform Combined State..., Series 65, Financial Advisory, Separately Managed..., Investment Strategies, Fixed Annuities, Hedge Funds, Series 24
Education
Massachusetts Institute of Technology 1975 — 1979
Bachelor of Science (B.S.)
Cincinnati Country Day School 1969 — 1975
Judi Polson, MBA, PMP, CSM, SA Judi Polson, MBA, PMP, CSM, SA's Merrill Lynch Investment Managers Experience 2000 - 2003
Job Lead, Americas Project, Process, and Quality Management
Industry Information Technology and Services
Experience
Credit Suisse October 2012 - Present
Ad Astra Per Aspera Consulting November 2008 - Present
Credit Suisse October 2009 - October 2012
Credit Suisse October 2009 - October 2012
Stuart Levine & Associates June 2009 - October 2009
Merrill Lynch August 2004 - June 2008
JPMorgan Chase October 2003 - August 2004
Merrill Lynch December 1993 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
IBM July 1981 - July 1993
Skills
Compliance, Due Diligence, Metrics, Technical Writing, Transparency, Governance, Requirements Management, Training, SDLC, PMP, Program Management, PMO, Business Process..., Risk Management, Project Management, Software Documentation, Project Delivery, Management, IT Strategy, Enterprise Risk..., Project Portfolio..., Vendor Management, Business Analysis, Capital Markets, Project Planning, Strategic Planning, Strategy, Operational Risk..., Process Improvement, Requirements Analysis, Portfolio Management, MS Project, Sarbanes-Oxley Act, Executive Management, Integration, Fixed Income, Finance, Investment Banking, Business Transformation, Resource Management, Software Project..., ITIL, Business Process, Process Engineering, IT Management, Data Warehousing, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1984 — 1986
M.B.A
The University of Kansas 1973 — 1981
B.A.
Rock Port High School 1961 — 1973
High School Diploma
Rock Port High School
Credit Suisse October 2012 - Present
Ad Astra Per Aspera Consulting November 2008 - Present
Credit Suisse October 2009 - October 2012
Credit Suisse October 2009 - October 2012
Stuart Levine & Associates June 2009 - October 2009
Merrill Lynch August 2004 - June 2008
JPMorgan Chase October 2003 - August 2004
Merrill Lynch December 1993 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
IBM July 1981 - July 1993
Skills
Compliance, Due Diligence, Metrics, Technical Writing, Transparency, Governance, Requirements Management, Training, SDLC, PMP, Program Management, PMO, Business Process..., Risk Management, Project Management, Software Documentation, Project Delivery, Management, IT Strategy, Enterprise Risk..., Project Portfolio..., Vendor Management, Business Analysis, Capital Markets, Project Planning, Strategic Planning, Strategy, Operational Risk..., Process Improvement, Requirements Analysis, Portfolio Management, MS Project, Sarbanes-Oxley Act, Executive Management, Integration, Fixed Income, Finance, Investment Banking, Business Transformation, Resource Management, Software Project..., ITIL, Business Process, Process Engineering, IT Management, Data Warehousing, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1984 — 1986
M.B.A
The University of Kansas 1973 — 1981
B.A.
Rock Port High School 1961 — 1973
High School Diploma
Rock Port High School
Derek Dickens Derek Dickens's Merrill Lynch Investment Managers Experience 2007 - 2009
Job Director of Regional Operations
Industry Hospital & Health Care
Experience
Duke University Health System July 2015 - Present
Duke University Health System December 2014 - June 2015
Duke University Health System October 2012 - December 2014
UNC Health Care April 2011 - October 2012
UNC Health Care January 2011 - June 2011
Merrill Lynch Investment Managers 2007 - 2009
Cape Fear Valley Health System 2002 - 2006
MDeverywhere 2000 - 2002
Rex Healthcare 1994 - 2000
Skills
Healthcare Operations, Business Development, Strategic Planning, Market Planning, Physician Relations, Healthcare Information..., Financial Modeling, Managerial Finance, Business Analysis
Education
Fayetteville State University
MBA
J.H. Rose High School
J.H. Rose High School
North Carolina State University
BA
Duke University Health System July 2015 - Present
Duke University Health System December 2014 - June 2015
Duke University Health System October 2012 - December 2014
UNC Health Care April 2011 - October 2012
UNC Health Care January 2011 - June 2011
Merrill Lynch Investment Managers 2007 - 2009
Cape Fear Valley Health System 2002 - 2006
MDeverywhere 2000 - 2002
Rex Healthcare 1994 - 2000
Skills
Healthcare Operations, Business Development, Strategic Planning, Market Planning, Physician Relations, Healthcare Information..., Financial Modeling, Managerial Finance, Business Analysis
Education
Fayetteville State University
MBA
J.H. Rose High School
J.H. Rose High School
North Carolina State University
BA
Brian Popek Brian Popek's Merrill Lynch Investment Managers Experience June 2006 - August 2006
Job Senior Accountant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp July 2015 - Present
Hedge Fund April 2013 - July 2015
Private Client Resources, LLC July 2012 - April 2013
Society Hill Partners LLC January 2011 - February 2012
Group One Trading, LP June 2008 - August 2010
Kuehne + Nagel May 2007 - June 2007
Merrill Lynch Investment Managers June 2006 - August 2006
Taylor Investment Advisors, LP July 2005 - August 2005
Skills
Market Making, Electronic Trading, Volatility, Equity Derivatives, Options, Options Strategies, Proprietary Trading, Traders, Equity Trading, Derivatives, Bloomberg, Equities, Hedge Funds, Trading Systems, Hedging, Trading, Portfolio Management, Valuation, Arbitrage, Trading Strategies, Fixed Income
Education
Lehigh University 2004 — 2008
BS, Finance
Loomis Chaffee 2000 — 2004
SS&C GlobeOp July 2015 - Present
Hedge Fund April 2013 - July 2015
Private Client Resources, LLC July 2012 - April 2013
Society Hill Partners LLC January 2011 - February 2012
Group One Trading, LP June 2008 - August 2010
Kuehne + Nagel May 2007 - June 2007
Merrill Lynch Investment Managers June 2006 - August 2006
Taylor Investment Advisors, LP July 2005 - August 2005
Skills
Market Making, Electronic Trading, Volatility, Equity Derivatives, Options, Options Strategies, Proprietary Trading, Traders, Equity Trading, Derivatives, Bloomberg, Equities, Hedge Funds, Trading Systems, Hedging, Trading, Portfolio Management, Valuation, Arbitrage, Trading Strategies, Fixed Income
Education
Lehigh University 2004 — 2008
BS, Finance
Loomis Chaffee 2000 — 2004
Chrissy Hibbs's Merrill Lynch Investment Managers Experience 1998 - 2006
Job Business Relationship Manager/COBRA
Industry Insurance
Experience
O.C.A. Benefit Services March 2009 - Present
All for Dance September 2003 - Present
TekFinancial Solutions May 2007 - March 2009
State Street September 2006 - May 2007
CheckFree Investment Services 2006 - 2006
Merrill Lynch Investment Managers 1998 - 2006
Skills
COBRA, Relationship Management, Choreography, Manage Client..., Service Implementation, Client Training, Microsoft Office, Health Insurance, Health Savings Accounts, Securities, Financial Services, Benefits Administration, Corporate Actions, Equities, Fixed Income, Health reimbursement..., Flexible Spending..., NJ State Continuation..., Vendor Management, Life Insurance, Disability Insurance, Brokers
Education
Mercer County Community College 1995 — 1997
Associates, Business Administration
Steinert High School 1990 — 1994
O.C.A. Benefit Services March 2009 - Present
All for Dance September 2003 - Present
TekFinancial Solutions May 2007 - March 2009
State Street September 2006 - May 2007
CheckFree Investment Services 2006 - 2006
Merrill Lynch Investment Managers 1998 - 2006
Skills
COBRA, Relationship Management, Choreography, Manage Client..., Service Implementation, Client Training, Microsoft Office, Health Insurance, Health Savings Accounts, Securities, Financial Services, Benefits Administration, Corporate Actions, Equities, Fixed Income, Health reimbursement..., Flexible Spending..., NJ State Continuation..., Vendor Management, Life Insurance, Disability Insurance, Brokers
Education
Mercer County Community College 1995 — 1997
Associates, Business Administration
Steinert High School 1990 — 1994
Donna A Russo's Merrill Lynch Investment Managers Experience January 2000 - January 2006
Job Graphic Designer/Illustrator
Industry Financial Services
Experience
LexisNexis July 2012 - November 2013
BlackRock January 2006 - January 2012
Merrill Lynch Investment Managers January 2000 - January 2006
Princeton Graphics 1998 - 2000
Merrill Lynch 1998 - 2000
Sukkon Marketing 1997 - 1998
Skills
Photoshoot coordinator, Graphic Design, Digital Illustration, Vector Illustration, Traditional Illustration, Logo Design, Brochures, Direct Mail, Photo Editing, Illustration, Dreamweaver, Web Design, Graphics, Layout, Marketing Communications, Image Editing
Education
Center for the Media Arts 1987 — 1988
Television Graphics with video application
Middlesex County College 1982 — 1985
Marketing Art and Design
LexisNexis July 2012 - November 2013
BlackRock January 2006 - January 2012
Merrill Lynch Investment Managers January 2000 - January 2006
Princeton Graphics 1998 - 2000
Merrill Lynch 1998 - 2000
Sukkon Marketing 1997 - 1998
Skills
Photoshoot coordinator, Graphic Design, Digital Illustration, Vector Illustration, Traditional Illustration, Logo Design, Brochures, Direct Mail, Photo Editing, Illustration, Dreamweaver, Web Design, Graphics, Layout, Marketing Communications, Image Editing
Education
Center for the Media Arts 1987 — 1988
Television Graphics with video application
Middlesex County College 1982 — 1985
Marketing Art and Design
William Lafferty William Lafferty's Merrill Lynch Investment Managers Experience May 2009 - August 2011
Job Wealth Management Banker at Merrill Lynch Investment Managers
Industry Banking
Experience
Merrill Lynch Investment Managers May 2009 - August 2011
LaSalle Bank December 2003 - July 2010
Bank One June 1997 - December 2001
Skills
Portfolio Management, Private Banking
Education
University of Tampa 1987 — 1991
BS, Business Management
Illinois Institute of Technology
MS, Financial Markets & Trading
Merrill Lynch Investment Managers May 2009 - August 2011
LaSalle Bank December 2003 - July 2010
Bank One June 1997 - December 2001
Skills
Portfolio Management, Private Banking
Education
University of Tampa 1987 — 1991
BS, Business Management
Illinois Institute of Technology
MS, Financial Markets & Trading
Nick Nefouse, CFA Nick Nefouse, CFA's Merrill Lynch Investment Managers Experience September 2003 - February 2006
Job Managing Director
Industry Financial Services
Experience
BlackRock September 2014 - Present
BlackRock January 2013 - September 2014
BlackRock August 2008 - December 2012
BlackRock April 2007 - October 2008
BlackRock February 2006 - April 2007
Merrill Lynch Investment Managers September 2003 - February 2006
Skills
Alternative Investments, Valuation, Due Diligence, Portfolio Management, Investments, Fixed Income, Hedge Funds, Asset Managment, Equities, Securities, Mutual Funds, Finance, Financial Advisory, Strategy, Structured Products
Education
Michigan State University 1999 — 2003
BA, Economics / Foreign Policy
University of Wollongong 2002 — 2002
History & International Economics
Brother Rice High School 1996 — 1999
BlackRock September 2014 - Present
BlackRock January 2013 - September 2014
BlackRock August 2008 - December 2012
BlackRock April 2007 - October 2008
BlackRock February 2006 - April 2007
Merrill Lynch Investment Managers September 2003 - February 2006
Skills
Alternative Investments, Valuation, Due Diligence, Portfolio Management, Investments, Fixed Income, Hedge Funds, Asset Managment, Equities, Securities, Mutual Funds, Finance, Financial Advisory, Strategy, Structured Products
Education
Michigan State University 1999 — 2003
BA, Economics / Foreign Policy
University of Wollongong 2002 — 2002
History & International Economics
Brother Rice High School 1996 — 1999
Candace Spies Candace Spies's Merrill Lynch Investment Managers Experience June 2010 - September 2010
Job Relationship Manager at Northwest Farm Credit Services
Industry Financial Services
Experience
Northwest Farm Credit Services June 2011 - Present
Eastern Washington University September 2007 - June 2011
Alpha Phi International Fraternity January 2010 - December 2010
Merrill Lynch Investment Managers June 2010 - September 2010
ASEWU Finance Committee September 2009 - June 2010
Alpha Phi International Fraternity January 2009 - January 2010
National Panhellenic Conference - Council January 2009 - January 2010
Moses Lake Dairy Queen January 2005 - June 2007
Skills
Microsoft Office, Word, Excel, Financial Analysis, Tax Analysis, Customer Service, Customer Relations, Business Networking, Business Management, Outlook, Access, PowerPoint, Encompass 360 Software, Training & Development, Microsoft Excel, Fundraising, Leadership, Management
Education
Eastern Washington University 2007 — 2011
BAB, Finance
Big Bend Community College 2009 — 2009
Moses Lake High School 2003 — 2007
HS Diploma
Northwest Farm Credit Services June 2011 - Present
Eastern Washington University September 2007 - June 2011
Alpha Phi International Fraternity January 2010 - December 2010
Merrill Lynch Investment Managers June 2010 - September 2010
ASEWU Finance Committee September 2009 - June 2010
Alpha Phi International Fraternity January 2009 - January 2010
National Panhellenic Conference - Council January 2009 - January 2010
Moses Lake Dairy Queen January 2005 - June 2007
Skills
Microsoft Office, Word, Excel, Financial Analysis, Tax Analysis, Customer Service, Customer Relations, Business Networking, Business Management, Outlook, Access, PowerPoint, Encompass 360 Software, Training & Development, Microsoft Excel, Fundraising, Leadership, Management
Education
Eastern Washington University 2007 — 2011
BAB, Finance
Big Bend Community College 2009 — 2009
Moses Lake High School 2003 — 2007
HS Diploma
Chuck Pope Chuck Pope's Merrill Lynch Investment Managers Experience 1999 - 2001
Job President at Pope Capital LLC
Industry Financial Services
Experience
Pope Capital LLC 2009 - Present
Wells Fargo Advisors 2007 - 2009
SunTrust Investment Services 2004 - 2007
Merrill Lynch Investment Managers 1999 - 2001
Beaulieu Of America 1994 - 1998
Skills
Wealth Management, Investments, Equities, Securities, Strategic Financial..., Trading, Retirement Planning, Swing Trading, Estate Planning, Life Insurance, Long Term Care Insurance, 401k, Fixed Income, Mergers & Acquisitions, Alternative Investments, Finance, ETFs, Series 24, Retirement, Risk Management, Hedge Funds, Financial Analysis, Technical Analysis, FINRA, Capital Markets, Investment Management, Financial Services, Stocks
Education
Georgia Institute of Technology 1989 — 1993
BS, MANAGEMENT
Georgia Institute of Technology 1970 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Roswell High School 1984 — 1988
Required, Required
Pope Capital LLC 2009 - Present
Wells Fargo Advisors 2007 - 2009
SunTrust Investment Services 2004 - 2007
Merrill Lynch Investment Managers 1999 - 2001
Beaulieu Of America 1994 - 1998
Skills
Wealth Management, Investments, Equities, Securities, Strategic Financial..., Trading, Retirement Planning, Swing Trading, Estate Planning, Life Insurance, Long Term Care Insurance, 401k, Fixed Income, Mergers & Acquisitions, Alternative Investments, Finance, ETFs, Series 24, Retirement, Risk Management, Hedge Funds, Financial Analysis, Technical Analysis, FINRA, Capital Markets, Investment Management, Financial Services, Stocks
Education
Georgia Institute of Technology 1989 — 1993
BS, MANAGEMENT
Georgia Institute of Technology 1970 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Roswell High School 1984 — 1988
Required, Required
Abigail T. Reynolds Abigail T. Reynolds's Merrill Lynch Investment Managers Experience 1998 - 2006
Job Chief Administrative Officer, US Retail at BlackRock
Industry Financial Services
Experience
BlackRock October 2012 - Present
BlackRock August 2011 - Present
BlackRock October 2006 - September 2011
Merrill Lynch Investment Managers 1998 - 2006
Brown Brothers Harriman 1994 - 1996
Harding Loevner Management 1990 - 1992
Harding Loevner Management 1990 - 1992
Education
Georgetown University 1992 — 1994
MS, Int'l Affairs
Yale University 1985 — 1989
BA, History
BlackRock October 2012 - Present
BlackRock August 2011 - Present
BlackRock October 2006 - September 2011
Merrill Lynch Investment Managers 1998 - 2006
Brown Brothers Harriman 1994 - 1996
Harding Loevner Management 1990 - 1992
Harding Loevner Management 1990 - 1992
Education
Georgetown University 1992 — 1994
MS, Int'l Affairs
Yale University 1985 — 1989
BA, History
Brian Newman Brian Newman's Merrill Lynch Investment Managers Experience March 2005 - February 2007
Job CoFounder and Portfolio Manager at Cloud Gate Capital LLC
Industry Investment Management
Experience
Cloud Gate Capital LLC October 2012 - Present
Catch Partners, LLC November 2010 - Present
CERES Real Estate Partners, LLC February 2009 - Present
ScrollMotion June 2011 - June 2012
Madison Dearborn Partners March 2007 - February 2009
Merrill Lynch Investment Managers March 2005 - February 2007
Walton Street Capital April 1998 - March 2005
Kirkland & Ellis LLP September 1996 - April 1998
Skills
Commercial Real Estate, Private Equity, Venture Capital, Asset Management, Investments, Alternative Investments, Emerging Markets, International Business, Due Diligence, Distressed Debt, Distressed Property, Team Building, Team Leadership, Entrepreneurship, Business Strategy, New Business Development, Investor Relations, Corporate Law, Hospitality, Senior Housing, Student Housing, Real Estate Investment, Real Estate Finance, Negotiation, Mediation, Start-ups, Restructuring, Bankruptcy, Strategic Planning, Portfolio Management, Joint Ventures, Capital Markets, Remote Team Management, Real Estate Development, Corporate Finance, Real Estate, CMBS, Writing Skills, Enterprise Software, Application Development, Art, Financial Analysis, Debt, Stock Trading, Hedge Funds, Short Sales
Education
The University of Chicago Booth School of Business 1997 — 2000
MBA, Strategy, Entreprenuership and Finance
Harvard Law School 1993 — 1996
JD
University of Illinois at Urbana-Champaign 1989 — 1993
BS
Cloud Gate Capital LLC October 2012 - Present
Catch Partners, LLC November 2010 - Present
CERES Real Estate Partners, LLC February 2009 - Present
ScrollMotion June 2011 - June 2012
Madison Dearborn Partners March 2007 - February 2009
Merrill Lynch Investment Managers March 2005 - February 2007
Walton Street Capital April 1998 - March 2005
Kirkland & Ellis LLP September 1996 - April 1998
Skills
Commercial Real Estate, Private Equity, Venture Capital, Asset Management, Investments, Alternative Investments, Emerging Markets, International Business, Due Diligence, Distressed Debt, Distressed Property, Team Building, Team Leadership, Entrepreneurship, Business Strategy, New Business Development, Investor Relations, Corporate Law, Hospitality, Senior Housing, Student Housing, Real Estate Investment, Real Estate Finance, Negotiation, Mediation, Start-ups, Restructuring, Bankruptcy, Strategic Planning, Portfolio Management, Joint Ventures, Capital Markets, Remote Team Management, Real Estate Development, Corporate Finance, Real Estate, CMBS, Writing Skills, Enterprise Software, Application Development, Art, Financial Analysis, Debt, Stock Trading, Hedge Funds, Short Sales
Education
The University of Chicago Booth School of Business 1997 — 2000
MBA, Strategy, Entreprenuership and Finance
Harvard Law School 1993 — 1996
JD
University of Illinois at Urbana-Champaign 1989 — 1993
BS
John Bythewood John Bythewood's Merrill Lynch Investment Managers Experience July 2007 - July 2008
Job
Industry Financial Services
Experience
Scottrade August 2014 - Present
Cetera Advisors September 2009 - May 2014
BB&T Investment SVC August 2008 - September 2009
Merrill Lynch Investment Managers July 2007 - July 2008
Opteum Financial Services 2002 - 2007
The Coca-Cola Company 1989 - 2002
Skills
Retirement Income..., Retirement Plans, Health and Life..., Financial Planning, Budgeting, Investment Advisory, Investment Strategies, 401k Rollovers, Strategic Financial..., Retirement Planning, Retirement, Budgets, Finance, Financial Services, Insurance, Equities, Series 7, Investments, Mortgage Lending, Portfolio Management, Mutual Funds, Estate Planning, Financial Analysis, Banking, Credit, Nonprofits, Tax Preparation, Strategic Planning, Management
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
BBA, Finance / Econ
Scottrade August 2014 - Present
Cetera Advisors September 2009 - May 2014
BB&T Investment SVC August 2008 - September 2009
Merrill Lynch Investment Managers July 2007 - July 2008
Opteum Financial Services 2002 - 2007
The Coca-Cola Company 1989 - 2002
Skills
Retirement Income..., Retirement Plans, Health and Life..., Financial Planning, Budgeting, Investment Advisory, Investment Strategies, 401k Rollovers, Strategic Financial..., Retirement Planning, Retirement, Budgets, Finance, Financial Services, Insurance, Equities, Series 7, Investments, Mortgage Lending, Portfolio Management, Mutual Funds, Estate Planning, Financial Analysis, Banking, Credit, Nonprofits, Tax Preparation, Strategic Planning, Management
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
BBA, Finance / Econ
Geraldine Brown Geraldine Brown's Merrill Lynch Investment Managers Experience January 1999 - May 2001
Job Assistant Attorney General at Michigan Attorney General
Industry Law Practice
Experience
Michigan Attorney General 2011 - Present
Geraldine Anne Brown, Attorney June 2011 - September 2011
Robert E. Bourne, P.C. July 2007 - August 2011
Kitch Drutchas Wagner Valitutti & Sherbrook February 2005 - June 2007
Merrill Lynch Investment Managers January 1999 - May 2001
Skills
Estate Planning, Elder Law, Trusts, Estate Administration, Asset Protection, Medicaid, Litigation, Civil Litigation, Appeals, Commercial Litigation, Legal Research, Legal Writing, Bankruptcy, Wills, Mediation, Courts, Trials
Education
Michigan State University College of Law 2001 — 2004
JD, Law
Saginaw Valley State University - College of Business and Management 1995 — 1998
MBA, Finance / Accounting
Michigan Attorney General 2011 - Present
Geraldine Anne Brown, Attorney June 2011 - September 2011
Robert E. Bourne, P.C. July 2007 - August 2011
Kitch Drutchas Wagner Valitutti & Sherbrook February 2005 - June 2007
Merrill Lynch Investment Managers January 1999 - May 2001
Skills
Estate Planning, Elder Law, Trusts, Estate Administration, Asset Protection, Medicaid, Litigation, Civil Litigation, Appeals, Commercial Litigation, Legal Research, Legal Writing, Bankruptcy, Wills, Mediation, Courts, Trials
Education
Michigan State University College of Law 2001 — 2004
JD, Law
Saginaw Valley State University - College of Business and Management 1995 — 1998
MBA, Finance / Accounting
Timothy Milway, CFA Timothy Milway, CFA's Merrill Lynch Investment Managers Experience November 2001 - November 2007
Job DirectorSenior Analyst at BlackRock
Industry Financial Services
Experience
BlackRock November 2007 - Present
Merrill Lynch Investment Managers November 2001 - November 2007
Skills
Investments, Municipalities, Capital Markets, Bonds, Housing Finance, Municipal Bonds, Alternative Investments, Asset Managment, Loans, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Securities
Education
Rutgers University-New Brunswick
BA, Urban Studies
Michigan State University
Seton Hall Prep
Our Lady Of Sorrows
BlackRock November 2007 - Present
Merrill Lynch Investment Managers November 2001 - November 2007
Skills
Investments, Municipalities, Capital Markets, Bonds, Housing Finance, Municipal Bonds, Alternative Investments, Asset Managment, Loans, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Securities
Education
Rutgers University-New Brunswick
BA, Urban Studies
Michigan State University
Seton Hall Prep
Our Lady Of Sorrows
William Patzer William Patzer's Merrill Lynch Investment Managers Experience 1996 - 2003
Job Partner at Daintree Advisors LLC
Industry Investment Management
Experience
Daintree Advisors January 2015 - Present
Daintree Advisors September 2013 - Present
The Boston Company November 2005 - February 2010
GSAM 2003 - 2004
Merrill Lynch Investment Managers 1996 - 2003
Newbold's Asset Management 1994 - 1996
Skills
Portfolio Management, Emerging Markets, Healthcare, Energy, New Business Development, Fundamental Analysis, Presenting to Clients, Public Speaking, Global Investment..., Chartered Financial..., Short Sales, Quantitative Investing, Investments, Valuation, Equity Research, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Bloomberg, Strategy, Asset Management, Investment Strategies, Fixed Income
Education
Stanford University Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
Haverford College 1979 — 1983
BA, Religion
Daintree Advisors January 2015 - Present
Daintree Advisors September 2013 - Present
The Boston Company November 2005 - February 2010
GSAM 2003 - 2004
Merrill Lynch Investment Managers 1996 - 2003
Newbold's Asset Management 1994 - 1996
Skills
Portfolio Management, Emerging Markets, Healthcare, Energy, New Business Development, Fundamental Analysis, Presenting to Clients, Public Speaking, Global Investment..., Chartered Financial..., Short Sales, Quantitative Investing, Investments, Valuation, Equity Research, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Bloomberg, Strategy, Asset Management, Investment Strategies, Fixed Income
Education
Stanford University Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
Haverford College 1979 — 1983
BA, Religion
Joseph Halpin Joseph Halpin's Merrill Lynch Investment Managers Experience 1986 - 2006
Job at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management 2009 - Present
BlackRock 2006 - 2009
Merrill Lynch Investment Managers 1986 - 2006
Mellon Bank 1983 - 1986
Education
La Salle University
B.S., Finance
La Salle University
MBA, Finance
PNC Wealth Management 2009 - Present
BlackRock 2006 - 2009
Merrill Lynch Investment Managers 1986 - 2006
Mellon Bank 1983 - 1986
Education
La Salle University
B.S., Finance
La Salle University
MBA, Finance
Andrew Bolton Andrew Bolton's Merrill Lynch Investment Managers Experience September 2001 - March 2003
Job CFA, MBA Director Client Services & Marketing
Industry Investment Management
Experience
Letko Brosseau & Associates March 2009 - Present
Merrill Lynch Investment Managers September 2001 - March 2003
Rothschild Asset Management September 1998 - September 1999
Celfin Capital January 1995 - September 1998
Skills
Asset Managment, Investments, Capital Markets, Portfolio Management, Equities, Financial Modeling, Wealth Management, Financial Analysis, Mutual Funds, Emerging Markets, Equity Research, SIPP, Pensions
Education
London Business School 1999 — 2001
MBA, MBA
Queen's University 1989 — 1994
BA Honours, Geography
Letko Brosseau & Associates March 2009 - Present
Merrill Lynch Investment Managers September 2001 - March 2003
Rothschild Asset Management September 1998 - September 1999
Celfin Capital January 1995 - September 1998
Skills
Asset Managment, Investments, Capital Markets, Portfolio Management, Equities, Financial Modeling, Wealth Management, Financial Analysis, Mutual Funds, Emerging Markets, Equity Research, SIPP, Pensions
Education
London Business School 1999 — 2001
MBA, MBA
Queen's University 1989 — 1994
BA Honours, Geography
Fred Houck Fred Houck's Merrill Lynch Investment Managers Experience April 2003 - April 2006
Job Financial Advisor & Business Advisor
Industry Financial Services
Experience
Strategic Finance Partners January 2008 - Present
With a private firm out of Wisconsin January 2006 - Present
Community Colleges of Spokane January 2009 - June 2013
Gonzaga University 2008 - June 2012
SLIP September 2008 - April 2011
Boy Scouts of America September 2004 - April 2010
Bank of Whitman January 2007 - January 2008
Wells Fargo Bank January 2006 - January 2007
Merrill Lynch Investment Managers April 2003 - April 2006
Boy Scouts of America April 1994 - April 2003
Skills
Advertising, Microsoft Word, Real Estate Development, Public Speaking, Negotiation, Leadership, Asset Managment, Venture Capital, Investments, Leadership Development, Strategic Planning, Employee Relations, Fundraising, Business Development, Coaching, Training, Customer Service, Entrepreneurship, Finance, Management, Small Business, Time Management, Marketing, Business Planning, Social Networking, Budgets, Start-ups, Nonprofits, Networking, Team Building, Strategy, Team Management, Loans, Financial Services, Asset Management, Commercial Lending
Education
Gonzaga University - School of Business Administration 2002 — 2004
MBA, Business
Gonzaga University 1992 — 1995
BA, Business
Mead 1983 — 1986
Strategic Finance Partners January 2008 - Present
With a private firm out of Wisconsin January 2006 - Present
Community Colleges of Spokane January 2009 - June 2013
Gonzaga University 2008 - June 2012
SLIP September 2008 - April 2011
Boy Scouts of America September 2004 - April 2010
Bank of Whitman January 2007 - January 2008
Wells Fargo Bank January 2006 - January 2007
Merrill Lynch Investment Managers April 2003 - April 2006
Boy Scouts of America April 1994 - April 2003
Skills
Advertising, Microsoft Word, Real Estate Development, Public Speaking, Negotiation, Leadership, Asset Managment, Venture Capital, Investments, Leadership Development, Strategic Planning, Employee Relations, Fundraising, Business Development, Coaching, Training, Customer Service, Entrepreneurship, Finance, Management, Small Business, Time Management, Marketing, Business Planning, Social Networking, Budgets, Start-ups, Nonprofits, Networking, Team Building, Strategy, Team Management, Loans, Financial Services, Asset Management, Commercial Lending
Education
Gonzaga University - School of Business Administration 2002 — 2004
MBA, Business
Gonzaga University 1992 — 1995
BA, Business
Mead 1983 — 1986
Ralph DeCesare CFA CAIA Ralph DeCesare CFA CAIA's Merrill Lynch Investment Managers Experience March 1990 - September 2006
Job Senior Fixed Income Analyst.
Industry Financial Services
Experience
TD Asset Management USA March 2008 - Present
FIASI July 2012 - Present
Gibney Dance 2013 - Present
Standard & Poor's October 2006 - March 2008
Merrill Lynch Investment Managers March 1990 - September 2006
Skills
Fixed Income, Asset Management, Credit Analysis, Bloomberg, Portfolio Management, Investments, Credit Derivatives, Bonds, Credit, Securities, Financial Markets, Asset Managment, Capital Markets, Derivatives, Equities, Hedge Funds, Investment Banking, Mutual Funds, Risk Management, Structured Finance, Trading, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
MBA, Finance
University of Arizona, Eller College of Management 1979 — 1983
B.S., Finance
Schreiber High School
TD Asset Management USA March 2008 - Present
FIASI July 2012 - Present
Gibney Dance 2013 - Present
Standard & Poor's October 2006 - March 2008
Merrill Lynch Investment Managers March 1990 - September 2006
Skills
Fixed Income, Asset Management, Credit Analysis, Bloomberg, Portfolio Management, Investments, Credit Derivatives, Bonds, Credit, Securities, Financial Markets, Asset Managment, Capital Markets, Derivatives, Equities, Hedge Funds, Investment Banking, Mutual Funds, Risk Management, Structured Finance, Trading, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
MBA, Finance
University of Arizona, Eller College of Management 1979 — 1983
B.S., Finance
Schreiber High School
Jacob Bragin's Merrill Lynch Investment Managers Experience August 2001 - August 2002
Job Governance & Oversight Compliance Officer JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase June 2013 - Present
State Street Bank November 2008 - January 2013
MT Consulting October 2002 - November 2008
Merrill Lynch Investment Managers August 2001 - August 2002
Niche Arbitrage / Deutsche Bank May 1996 - May 2001
Burlington County Bank / Trenton Savings October 1994 - February 1996
Skills
Risk Management, Portfolio Management, Banking, Market Risk, Internal Audit, Operational Risk..., Options, Process Improvement, Business Strategy, Basel II, Due Diligence, Compliance Management, Operational Due..., Data Privacy, Business Transformation, Strategic Planning, Capital Markets, Trading, Quality Assurance, Risk Assessment, Hedge Funds, Hedging, Volatility Arbitrage, Outsourcing, Balanced Scorecard, Controls, Change Leadership, Creative Problem Solving, Organizational..., Mentoring, Regulatory Requirements, Client Relationship..., International Project..., SOX, COSO, Risk Mitigation, Compliance Audits, Government Compliance, Team Management, Coaching, Compliance, Process Optimization, Client Engagement, Regulatory Risk, Risk Monitoring, Integration Planning, Operating Model Design, Governance, Financial Services, Equities
Education
Rutgers University – Camden 1996 — 2001
MBA, Business
Drexel University - LeBow College of Business 1990 — 1994
BS, Finance / Accounting
JPMorgan Chase June 2013 - Present
State Street Bank November 2008 - January 2013
MT Consulting October 2002 - November 2008
Merrill Lynch Investment Managers August 2001 - August 2002
Niche Arbitrage / Deutsche Bank May 1996 - May 2001
Burlington County Bank / Trenton Savings October 1994 - February 1996
Skills
Risk Management, Portfolio Management, Banking, Market Risk, Internal Audit, Operational Risk..., Options, Process Improvement, Business Strategy, Basel II, Due Diligence, Compliance Management, Operational Due..., Data Privacy, Business Transformation, Strategic Planning, Capital Markets, Trading, Quality Assurance, Risk Assessment, Hedge Funds, Hedging, Volatility Arbitrage, Outsourcing, Balanced Scorecard, Controls, Change Leadership, Creative Problem Solving, Organizational..., Mentoring, Regulatory Requirements, Client Relationship..., International Project..., SOX, COSO, Risk Mitigation, Compliance Audits, Government Compliance, Team Management, Coaching, Compliance, Process Optimization, Client Engagement, Regulatory Risk, Risk Monitoring, Integration Planning, Operating Model Design, Governance, Financial Services, Equities
Education
Rutgers University – Camden 1996 — 2001
MBA, Business
Drexel University - LeBow College of Business 1990 — 1994
BS, Finance / Accounting
James J. Witterschein, CFA James J. Witterschein, CFA's Merrill Lynch Investment Managers Experience 1987 - 2001
Job
Industry Investment Management
Experience
People's United Bank February 2012 - Present
PNC Wealth Management 2003 - 2012
Mellon Private Wealth Management 2001 - 2003
Merrill Lynch Investment Managers 1987 - 2001
Merrill Lynch Asset Management 1985 - 1986
Merrill Lynch Asset Management 1983 - 1985
U.S. Securities and Exchange Commission 1979 - 1983
Skills
Portfolio Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, Series 7
Education
Fairleigh Dickinson University 1982 — 1986
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1975 — 1979
Bachelor of Arts (B.A.), Business Administration
People's United Bank February 2012 - Present
PNC Wealth Management 2003 - 2012
Mellon Private Wealth Management 2001 - 2003
Merrill Lynch Investment Managers 1987 - 2001
Merrill Lynch Asset Management 1985 - 1986
Merrill Lynch Asset Management 1983 - 1985
U.S. Securities and Exchange Commission 1979 - 1983
Skills
Portfolio Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, Series 7
Education
Fairleigh Dickinson University 1982 — 1986
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1975 — 1979
Bachelor of Arts (B.A.), Business Administration
Chase Mortimer, CFA Chase Mortimer, CFA's Merrill Lynch Investment Managers Experience May 2008 - December 2008
Job Novation Account Executive
Industry Hospital & Health Care
Experience
Novation July 2013 - Present
Children's Hospital University of Illinois December 2012 - Present
University HealthSystem Consortium September 2012 - June 2013
University HealthSystem Consortium July 2011 - October 2012
League Corp. March 2010 - July 2011
Stout Risius Ross April 2009 - March 2010
Merrill Lynch Investment Managers May 2008 - December 2008
Skills
Valuation, Financial Analysis, Financial Reporting, CFA, Equities, Bonds, Commodities, Supply Chain, Healthcare, Complex Analysis, Medical Devices, Process Improvement, Leadership, Financial Modeling, Analysis, Data Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA), Health Care and Entrepreneurship
Miami University 2004 — 2008
BS, Finance, Chemistry, and Zoology
Novation July 2013 - Present
Children's Hospital University of Illinois December 2012 - Present
University HealthSystem Consortium September 2012 - June 2013
University HealthSystem Consortium July 2011 - October 2012
League Corp. March 2010 - July 2011
Stout Risius Ross April 2009 - March 2010
Merrill Lynch Investment Managers May 2008 - December 2008
Skills
Valuation, Financial Analysis, Financial Reporting, CFA, Equities, Bonds, Commodities, Supply Chain, Healthcare, Complex Analysis, Medical Devices, Process Improvement, Leadership, Financial Modeling, Analysis, Data Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA), Health Care and Entrepreneurship
Miami University 2004 — 2008
BS, Finance, Chemistry, and Zoology
Patrick Pritchard, CPP Patrick Pritchard, CPP's Merrill Lynch Investment Managers Experience March 2004 - February 2005
Job SVP Product Strategy at TouchSuite
Industry Financial Services
Experience
TouchSuite March 2015 - Present
Vantiv Merchant Services July 2011 - February 2015
First Data Merchant Services November 2008 - July 2011
Entourage Incorporated February 2005 - November 2008
Merrill Lynch Investment Managers March 2004 - February 2005
Wachovia Bank March 2002 - December 2003
Bank of America March 1999 - March 2002
Skills
Sales Management, Customer Relations, New Business Development, Strategic Planning, Team Building, Risk Management, Account Management, Consultative Selling, Banking, Team Leadership, Business Planning, Business Strategy, Forecasting, Salesforce.com, Hiring, Call Center, Selling, Call Centers, CRM, Merchant Services, Lead Generation, Strategic Partnerships, Leadership, Strategy, Training, Sales, Management, Customer Service, Financial Services, Credit Cards, Relationship Management
Education
Nebraska Wesleyan University 1994 — 1996
Business Administration
University of Nebraska-Lincoln 1992 — 1994
TouchSuite March 2015 - Present
Vantiv Merchant Services July 2011 - February 2015
First Data Merchant Services November 2008 - July 2011
Entourage Incorporated February 2005 - November 2008
Merrill Lynch Investment Managers March 2004 - February 2005
Wachovia Bank March 2002 - December 2003
Bank of America March 1999 - March 2002
Skills
Sales Management, Customer Relations, New Business Development, Strategic Planning, Team Building, Risk Management, Account Management, Consultative Selling, Banking, Team Leadership, Business Planning, Business Strategy, Forecasting, Salesforce.com, Hiring, Call Center, Selling, Call Centers, CRM, Merchant Services, Lead Generation, Strategic Partnerships, Leadership, Strategy, Training, Sales, Management, Customer Service, Financial Services, Credit Cards, Relationship Management
Education
Nebraska Wesleyan University 1994 — 1996
Business Administration
University of Nebraska-Lincoln 1992 — 1994
Alison Cantono Alison Cantono's Merrill Lynch Investment Managers Experience February 1998 - 2000
Job Finance & Governance, Bank Control at Bank of America
Industry Banking
Experience
Bank of America August 2011 - Present
Merrill Lynch 2009 - 2011
Merrill Lynch April 2005 - March 2009
Merrill Lynch February 2004 - April 2005
Merrill Lynch April 2000 - February 2004
Merrill Lynch Investment Managers February 1998 - 2000
Merrill Lynch August 1997 - February 1998
Skills
Banking, Series 7, Treasury, Bloomberg, Financial Analysis, Investments, Hedge Funds, Credit, Capital Markets, Financial Services, Securities, Credit Analysis, Mutual Funds, Funding, Finance, Alternative Investments, Loans
Education
Miami University 1993 — 1997
BS
Bank of America August 2011 - Present
Merrill Lynch 2009 - 2011
Merrill Lynch April 2005 - March 2009
Merrill Lynch February 2004 - April 2005
Merrill Lynch April 2000 - February 2004
Merrill Lynch Investment Managers February 1998 - 2000
Merrill Lynch August 1997 - February 1998
Skills
Banking, Series 7, Treasury, Bloomberg, Financial Analysis, Investments, Hedge Funds, Credit, Capital Markets, Financial Services, Securities, Credit Analysis, Mutual Funds, Funding, Finance, Alternative Investments, Loans
Education
Miami University 1993 — 1997
BS
Tony Caiafa Tony Caiafa's Merrill Lynch Investment Managers Experience October 2003 - April 2004
Job Software Test Specialist II Currently Seeking Employment Opportunities
Industry Computer Software
Experience
BlackBerry July 2010 - August 2015
DataViz, Inc. May 2004 - July 2010
Merrill Lynch Investment Managers October 2003 - April 2004
Skills
SQL, Agile Methodologies, Software Development, Testing, Servers, Mobile Applications, Java, Linux, C++, Integration, Mobile Devices, SDLC, Software Project..., Leadership, XML, Microsoft Excel, Product Management
Education
Fairfield University 2008 — 2010
Master of Business Administration (M.B.A.), International Business
Fairfield University 2001 — 2005
Bachelor’s Degree, Information Systems, Operations Management and Logistics, Finance
Notre Dame High School, West Haven CT 1997 — 2001
High School
BlackBerry July 2010 - August 2015
DataViz, Inc. May 2004 - July 2010
Merrill Lynch Investment Managers October 2003 - April 2004
Skills
SQL, Agile Methodologies, Software Development, Testing, Servers, Mobile Applications, Java, Linux, C++, Integration, Mobile Devices, SDLC, Software Project..., Leadership, XML, Microsoft Excel, Product Management
Education
Fairfield University 2008 — 2010
Master of Business Administration (M.B.A.), International Business
Fairfield University 2001 — 2005
Bachelor’s Degree, Information Systems, Operations Management and Logistics, Finance
Notre Dame High School, West Haven CT 1997 — 2001
High School
Rob Zidar Rob Zidar's Merrill Lynch Investment Managers Experience July 1998 - July 2006
Job Principal at ThirdParent
Industry Financial Services
Experience
ThirdParent February 2013 - Present
S2R Solutions, LLC December 2011 - Present
Auriga USA, LLC June 2011 - December 2011
Kaufman Bros. October 2009 - June 2011
Family Financial Group January 2008 - October 2009
Merrill Lynch Investment Managers July 1998 - July 2006
Robertson Stephens & Co. March 1992 - June 1998
Skills
Sales, Technology, Internet, SEO, Social Media Marketing, Video, Investments, Equities, Investment Management, Hedge Funds
Education
Ivey Business School at Western University 1984 — 1988
kirkland lake collegiate
ThirdParent February 2013 - Present
S2R Solutions, LLC December 2011 - Present
Auriga USA, LLC June 2011 - December 2011
Kaufman Bros. October 2009 - June 2011
Family Financial Group January 2008 - October 2009
Merrill Lynch Investment Managers July 1998 - July 2006
Robertson Stephens & Co. March 1992 - June 1998
Skills
Sales, Technology, Internet, SEO, Social Media Marketing, Video, Investments, Equities, Investment Management, Hedge Funds
Education
Ivey Business School at Western University 1984 — 1988
kirkland lake collegiate
Derek DeGuire, CFP® Derek DeGuire, CFP®'s Merrill Lynch Investment Managers Experience May 1999 - May 2001
Job Financial Advisor
Industry Financial Services
Experience
SunTrust Investment Services, Inc. October 2001 - Present
Merrill Lynch Investment Managers May 1999 - May 2001
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
University of Tennessee-Knoxville 1992 — 1996
BS, Business Administration
SunTrust Investment Services, Inc. October 2001 - Present
Merrill Lynch Investment Managers May 1999 - May 2001
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
University of Tennessee-Knoxville 1992 — 1996
BS, Business Administration
Anthony Lombardi's Merrill Lynch Investment Managers Experience April 1998 - March 2004
Job Senior Portfolio Manager at Delaware Investments
Industry Investment Management
Experience
Delaware Investments March 2004 - Present
Merrill Lynch Investment Managers April 1998 - March 2004
Dean Witter Reynolds 1990 - 1997
Crossland Savings, FSB 1989 - 1990
Skills
Investment Strategies, Equity Research, Series 63, Bloomberg, Investment Management, Asset Management, Capital Markets, Financial Modeling, Investment Advisory, Securities, Valuation, Portfolio Management, Mutual Funds, Investments, Equities
Education
Hofstra University 1987 — 1989
MBA, Finance/Portfolio Mgt
Hofstra University 1983 — 1987
BBA, Finance-Mjr/Business Computer Information Systems-Minor
Delaware Investments March 2004 - Present
Merrill Lynch Investment Managers April 1998 - March 2004
Dean Witter Reynolds 1990 - 1997
Crossland Savings, FSB 1989 - 1990
Skills
Investment Strategies, Equity Research, Series 63, Bloomberg, Investment Management, Asset Management, Capital Markets, Financial Modeling, Investment Advisory, Securities, Valuation, Portfolio Management, Mutual Funds, Investments, Equities
Education
Hofstra University 1987 — 1989
MBA, Finance/Portfolio Mgt
Hofstra University 1983 — 1987
BBA, Finance-Mjr/Business Computer Information Systems-Minor
Steven Ruth, CFA Steven Ruth, CFA's Merrill Lynch Investment Managers Experience June 1998 - March 2004
Job at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management June 2010 - Present
BlackRock March 2004 - December 2008
Merrill Lynch Investment Managers June 1998 - March 2004
Merrill Lynch June 1996 - June 1998
Skills
Fixed Income, Asset Managment, Series 7, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Investments, Separately Managed..., Asset Management, Finance, Investment Management, Relationship Management
Education
Drexel University - LeBow College of Business 1989 — 1992
MBA, Management Science
Gettysburg College 1986 — 1989
BA, Economics
Voya Investment Management June 2010 - Present
BlackRock March 2004 - December 2008
Merrill Lynch Investment Managers June 1998 - March 2004
Merrill Lynch June 1996 - June 1998
Skills
Fixed Income, Asset Managment, Series 7, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Investments, Separately Managed..., Asset Management, Finance, Investment Management, Relationship Management
Education
Drexel University - LeBow College of Business 1989 — 1992
MBA, Management Science
Gettysburg College 1986 — 1989
BA, Economics
Kathleen Kowrach Kathleen Kowrach's Merrill Lynch Investment Managers Experience June 1986 - October 2006
Job Principal at A Simpler Life Concierge, Inc.
Industry Events Services
Experience
A Simpler Life Concierge, Inc. May 2010 - Present
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers June 1986 - October 2006
Merrill Lynch February 1980 - June 1986
Skills
Personal Concierge, Asset Managment, Portfolio Management, Investments, Equities, Series 7, Fixed Income, Financial Services, Business Analysis, Mutual Funds, Vendor Management, Securities, Wealth Management, Project Management, Trading, Personal Support, Analysis, Relationship Management, Management, Executive Management, Team Building, Concierge Services, Training, Software Documentation
Education
Kean University 1967 — 1971
Bachelor of Arts, English Liberal Arts
A Simpler Life Concierge, Inc. May 2010 - Present
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers June 1986 - October 2006
Merrill Lynch February 1980 - June 1986
Skills
Personal Concierge, Asset Managment, Portfolio Management, Investments, Equities, Series 7, Fixed Income, Financial Services, Business Analysis, Mutual Funds, Vendor Management, Securities, Wealth Management, Project Management, Trading, Personal Support, Analysis, Relationship Management, Management, Executive Management, Team Building, Concierge Services, Training, Software Documentation
Education
Kean University 1967 — 1971
Bachelor of Arts, English Liberal Arts
Mark Badros Mark Badros's Merrill Lynch Investment Managers Experience 1999 - 2002
Job
Industry Investment Management
Experience
Timberlake Capital Management January 2011 - Present
Ironbound Capital Management October 2008 - December 2010
Highland Capital Management September 2007 - October 2008
McKinsey & Company February 2006 - August 2007
Ironbound Capital March 2004 - June 2005
Zweig-DiMenna Associates 2002 - 2004
Merrill Lynch Investment Managers (MLIM) 1999 - 2002
Merrill Lynch Investment Managers 1999 - 2002
Davis Polk & Wardwell 1995 - 1998
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Capital Management, Asset Management, Valuation, Industry Analysis, Financial Modeling, Capital Markets, Economics, Financial Analysis, Competitive Analysis, Alternative Investments, Emerging Markets, Private Equity, Investment Strategies, Equity Valuation, Investment Management, Equity Research, Derivatives, Fixed Income, Investment Banking, Securities, Due Diligence, Bloomberg, Venture Capital, Asset Allocation
Education
Harvard Law School 1992 — 1995
J.D.
Princeton University 1988 — 1992
A.B., Economics
Timberlake Capital Management January 2011 - Present
Ironbound Capital Management October 2008 - December 2010
Highland Capital Management September 2007 - October 2008
McKinsey & Company February 2006 - August 2007
Ironbound Capital March 2004 - June 2005
Zweig-DiMenna Associates 2002 - 2004
Merrill Lynch Investment Managers (MLIM) 1999 - 2002
Merrill Lynch Investment Managers 1999 - 2002
Davis Polk & Wardwell 1995 - 1998
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Capital Management, Asset Management, Valuation, Industry Analysis, Financial Modeling, Capital Markets, Economics, Financial Analysis, Competitive Analysis, Alternative Investments, Emerging Markets, Private Equity, Investment Strategies, Equity Valuation, Investment Management, Equity Research, Derivatives, Fixed Income, Investment Banking, Securities, Due Diligence, Bloomberg, Venture Capital, Asset Allocation
Education
Harvard Law School 1992 — 1995
J.D.
Princeton University 1988 — 1992
A.B., Economics
José Vizcarrondo's Merrill Lynch Investment Managers Experience July 1998 - January 2003
Job President at San Juan Asset Management, Inc.
Industry Investment Management
Experience
San Juan Asset Management, Inc. September 2005 - Present
ING Bank (Switzerland) Ltd. February 2003 - August 2005
Merrill Lynch Investment Managers July 1998 - January 2003
Skills
Emerging Markets, Investment Management, Family Office, Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Asset Managment, Asset Allocation, Investments, Investment Strategies, Equities, Private Equity, Real Estate, Corporate Governance, Television, Radio, Corporate Finance, Bloomberg, Trading, Investment Advisory, Securities, Mutual Funds, Series 7, Wealth Management, Asset Management
Education
The University of Texas at Austin 1988 — 1990
MBA, Accounting, Finance, Entreprenneurship
The George Washington University - School of Business 1983 — 1986
BBA, Finance
Franklin & Marshall College 1982 — 1983
Business Administration and Management, General
Perpetuo Socorro '82 1979 — 1982
High School
San Juan Asset Management, Inc. September 2005 - Present
ING Bank (Switzerland) Ltd. February 2003 - August 2005
Merrill Lynch Investment Managers July 1998 - January 2003
Skills
Emerging Markets, Investment Management, Family Office, Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Asset Managment, Asset Allocation, Investments, Investment Strategies, Equities, Private Equity, Real Estate, Corporate Governance, Television, Radio, Corporate Finance, Bloomberg, Trading, Investment Advisory, Securities, Mutual Funds, Series 7, Wealth Management, Asset Management
Education
The University of Texas at Austin 1988 — 1990
MBA, Accounting, Finance, Entreprenneurship
The George Washington University - School of Business 1983 — 1986
BBA, Finance
Franklin & Marshall College 1982 — 1983
Business Administration and Management, General
Perpetuo Socorro '82 1979 — 1982
High School
Barnett Cole Barnett Cole's Merrill Lynch Investment Managers Experience July 2001 - December 2008
Job at Innovative Credit Consultants
Industry Alternative Dispute Resolution
Experience
Innovative Credit Consultants January 2009 - Present
Merrill Lynch Investment Managers July 2001 - December 2008
Skills
Financial Services
Education
Iowa State University 1999 — 2002
Business Admin, English, Physics, Economics, Sociology
Innovative Credit Consultants January 2009 - Present
Merrill Lynch Investment Managers July 2001 - December 2008
Skills
Financial Services
Education
Iowa State University 1999 — 2002
Business Admin, English, Physics, Economics, Sociology
Debora Oliver Debora Oliver's Merrill Lynch Investment Managers Experience February 1989 - January 2008
Job Executive Administrator
Industry Pharmaceuticals
Experience
Covance March 2014 - September 2014
Benecard Services, Inc. September 2013 - February 2014
Novo Nordisk September 2008 - January 2011
Merrill Lynch Investment Managers February 1989 - January 2008
Skills
Microsoft Office, Executive Calendar..., International Travel, Microsoft Excel, Online Travel, PowerPoint, Budget Management, Human Resources, Microsoft Word, Internet, SharePoint, Concur, WebEx, Budget Reconciliation, Event Planning, Business Travel, C-Level Executive..., Budgets, Business Planning, Office Administration, Financial Services, Pharmaceutical Industry, Administration, Onboarding, Leadership, Data Analysis, Administrative..., Office Management, Management, Customer Service, Finance, Proposal Writing
Education
Mercer County Community College 1981 — 1984
Associate of Arts and Sciences (AAS), Business Administration and Management, General
McCorristin H.S.
High School Diploma, Academic
Covance March 2014 - September 2014
Benecard Services, Inc. September 2013 - February 2014
Novo Nordisk September 2008 - January 2011
Merrill Lynch Investment Managers February 1989 - January 2008
Skills
Microsoft Office, Executive Calendar..., International Travel, Microsoft Excel, Online Travel, PowerPoint, Budget Management, Human Resources, Microsoft Word, Internet, SharePoint, Concur, WebEx, Budget Reconciliation, Event Planning, Business Travel, C-Level Executive..., Budgets, Business Planning, Office Administration, Financial Services, Pharmaceutical Industry, Administration, Onboarding, Leadership, Data Analysis, Administrative..., Office Management, Management, Customer Service, Finance, Proposal Writing
Education
Mercer County Community College 1981 — 1984
Associate of Arts and Sciences (AAS), Business Administration and Management, General
McCorristin H.S.
High School Diploma, Academic
Lori Givens's Merrill Lynch Investment Managers Experience April 1998 - July 2001
Job Board of Directors 1st Vice Chair at ISITC
Industry Banking
Experience
ISITC June 2010 - Present
The Bank of New York Mellon July 2001 - Present
Merrill Lynch Investment Managers April 1998 - July 2001
Pacific Investment Management Company (PIMCO) March 1997 - April 1998
Skills
SDLC, Financial Services, Asset Managment, Fixed Income, Settlement, Relationship Management, Equities, Securities, Portfolio Management, Capital Markets, Business Analysis, Asset Allocation, Wealth Management, Bloomberg, Financial Analysis, Asset Management, Corporate Actions, Investment Banking, Derivatives, Mutual Funds, FX Options, Financial Markets, Global Custody, Investments, Investment Management, Trading, Banking, Bonds, Hedge Funds, Risk Management, Back Office, Alternative Investments, Middle Office, Payments, Financial Modeling, Trading Systems
Education
Montclair State University 1986 — 1988
Bachelor of Arts (B.A.), Economics
State University of New York - System 1984 — 1986
A.A.S., Business Management
ISITC June 2010 - Present
The Bank of New York Mellon July 2001 - Present
Merrill Lynch Investment Managers April 1998 - July 2001
Pacific Investment Management Company (PIMCO) March 1997 - April 1998
Skills
SDLC, Financial Services, Asset Managment, Fixed Income, Settlement, Relationship Management, Equities, Securities, Portfolio Management, Capital Markets, Business Analysis, Asset Allocation, Wealth Management, Bloomberg, Financial Analysis, Asset Management, Corporate Actions, Investment Banking, Derivatives, Mutual Funds, FX Options, Financial Markets, Global Custody, Investments, Investment Management, Trading, Banking, Bonds, Hedge Funds, Risk Management, Back Office, Alternative Investments, Middle Office, Payments, Financial Modeling, Trading Systems
Education
Montclair State University 1986 — 1988
Bachelor of Arts (B.A.), Economics
State University of New York - System 1984 — 1986
A.A.S., Business Management
Andrew Herrmann's Merrill Lynch Investment Managers Experience September 2009 - July 2010
Job
Industry Financial Services
Experience
Workiva September 2010 - Present
Merrill Lynch Investment Managers September 2009 - July 2010
Edward Jones October 2008 - July 2009
General Motors Corporation December 1999 - August 2008
Skills
Customer Relations, Excel, PowerPoint, Microsoft Office, Salesforce.com, Account Management, Word, New Business Development, Negotiation, Customer Service, Product Development, Leadership, Microsoft Excel, Mentoring, Training, XBRL, SEC Financial Reporting, Employee Training, Development & delivery..., Cold Calling, Customer Product..., Outside Sales, Sales, Sales Process, Time Management, Team Building, Business Development, Management, CRM
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA
Indiana University - Kelley School of Business 1994 — 1999
Bachelor of Science
Workiva September 2010 - Present
Merrill Lynch Investment Managers September 2009 - July 2010
Edward Jones October 2008 - July 2009
General Motors Corporation December 1999 - August 2008
Skills
Customer Relations, Excel, PowerPoint, Microsoft Office, Salesforce.com, Account Management, Word, New Business Development, Negotiation, Customer Service, Product Development, Leadership, Microsoft Excel, Mentoring, Training, XBRL, SEC Financial Reporting, Employee Training, Development & delivery..., Cold Calling, Customer Product..., Outside Sales, Sales, Sales Process, Time Management, Team Building, Business Development, Management, CRM
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA
Indiana University - Kelley School of Business 1994 — 1999
Bachelor of Science
Frank Wheeler's Merrill Lynch Investment Managers Experience April 2004 - October 2006
Job Global Head of Distribution and Marketing at Matthews Asia
Industry Financial Services
Experience
Matthews Asia November 2013 - Present
Nuveen Investments January 2011 - March 2013
FAF Advisors/ First American Funds April 2007 - March 2011
Merrill Lynch Investment Managers April 2004 - October 2006
BlackRock 2000 - 2006
Merrill Lynch Investment Managers January 2002 - March 2004
Merrill Lynch Investment Managers October 2000 - December 2001
Morgan Stanley/Van Kampen Funds December 1998 - October 2000
Procter & Gamble August 1991 - December 1998
Skills
Business Strategy, Financial Services, Marketing, Product Development, Strategic Planning, Sales Management, Organizational..., Performance Turnaround, P&L Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Hampden-Sydney College 1981 — 1985
BA
Matthews Asia November 2013 - Present
Nuveen Investments January 2011 - March 2013
FAF Advisors/ First American Funds April 2007 - March 2011
Merrill Lynch Investment Managers April 2004 - October 2006
BlackRock 2000 - 2006
Merrill Lynch Investment Managers January 2002 - March 2004
Merrill Lynch Investment Managers October 2000 - December 2001
Morgan Stanley/Van Kampen Funds December 1998 - October 2000
Procter & Gamble August 1991 - December 1998
Skills
Business Strategy, Financial Services, Marketing, Product Development, Strategic Planning, Sales Management, Organizational..., Performance Turnaround, P&L Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Hampden-Sydney College 1981 — 1985
BA
Nathan Solmose's Merrill Lynch Investment Managers Experience December 2004 - February 2006
Job Liquidity & Balance Sheet Manager at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2014 - Present
Deutsche Bank February 2012 - June 2014
Deutsche Bank February 2007 - February 2012
Merrill Lynch February 2005 - February 2007
Merrill Lynch Investment Managers December 2004 - February 2006
Merrill Lynch December 2002 - December 2004
First Institutional Securities 2000 - 2002
Skills
Transactional Banking, Banking, Cash Management, Trust Services, ADRs, Cost Management, Strategic Planning, Financial Analysis, Business Strategy, Executive Support, Securities Lending, Six Sigma, Process Improvement, Kaizen, Business Process..., Operational Excellence, Lean Thinking, DMAIC
Education
Montclair State University 2003 — 2005
MBA, Strategy and Management
Grinnell College 1996 — 2000
BA, Political Science
Deutsche Bank June 2014 - Present
Deutsche Bank February 2012 - June 2014
Deutsche Bank February 2007 - February 2012
Merrill Lynch February 2005 - February 2007
Merrill Lynch Investment Managers December 2004 - February 2006
Merrill Lynch December 2002 - December 2004
First Institutional Securities 2000 - 2002
Skills
Transactional Banking, Banking, Cash Management, Trust Services, ADRs, Cost Management, Strategic Planning, Financial Analysis, Business Strategy, Executive Support, Securities Lending, Six Sigma, Process Improvement, Kaizen, Business Process..., Operational Excellence, Lean Thinking, DMAIC
Education
Montclair State University 2003 — 2005
MBA, Strategy and Management
Grinnell College 1996 — 2000
BA, Political Science
Evan Breslow's Merrill Lynch Investment Managers Experience November 2003 - October 2006
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers November 2003 - October 2006
Merrill Lynch July 2001 - November 2003
Merrill Lynch May 1999 - June 2001
Riverview Medical Center May 1998 - August 1998
Skills
Series 7, Series 66, Separately Managed..., Security APL, Portfolio Management, Unified Managed Accounts
Education
Monmouth University 2003 — 2006
MBA, Business Administration and Management, General
Penn State University 1995 — 1999
B.S., Health Policy and Administration
BlackRock October 2006 - Present
Merrill Lynch Investment Managers November 2003 - October 2006
Merrill Lynch July 2001 - November 2003
Merrill Lynch May 1999 - June 2001
Riverview Medical Center May 1998 - August 1998
Skills
Series 7, Series 66, Separately Managed..., Security APL, Portfolio Management, Unified Managed Accounts
Education
Monmouth University 2003 — 2006
MBA, Business Administration and Management, General
Penn State University 1995 — 1999
B.S., Health Policy and Administration
Christie Kinney's Merrill Lynch Investment Managers Experience 1999 - 2003
Job Client Services
Industry Financial Services
Experience
Solus Alternative Asset Mgmt March 2003 - Present
Stanfield Capital Partners 2003 - 2007
Merrill Lynch Investment Managers 1999 - 2003
Bankers Trust Company 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income
Education
Marist College 1985 — 1989
BS in Business, Marketing
Solus Alternative Asset Mgmt March 2003 - Present
Stanfield Capital Partners 2003 - 2007
Merrill Lynch Investment Managers 1999 - 2003
Bankers Trust Company 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income
Education
Marist College 1985 — 1989
BS in Business, Marketing
Steve Ahrens's Merrill Lynch Investment Managers Experience 2004 - 2006
Job Director, Senior Counsel at BlackRock
Industry Legal Services
Experience
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2004 - 2006
Clifford Chance 1999 - 2004
Rogers & Wells 1998 - 2000
Skills
Litigation, Securities Regulation, Commercial Litigation, Securities Litigation, Corporate Governance, Securities
Education
Duke University School of Law
Doctor of Law (JD)
Duke University
BA, Political Science
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2004 - 2006
Clifford Chance 1999 - 2004
Rogers & Wells 1998 - 2000
Skills
Litigation, Securities Regulation, Commercial Litigation, Securities Litigation, Corporate Governance, Securities
Education
Duke University School of Law
Doctor of Law (JD)
Duke University
BA, Political Science
Nicole Hartman's Merrill Lynch Investment Managers Experience 2004 - 2006
Job Financial Services
Industry Financial Services
Experience
BlackRock May 2007 - February 2013
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch Investment Managers 2003 - 2005
Sovereign Bank 1996 - 1999
Skills
Asset Management, Fixed Income, Bloomberg, Equities, Mutual Funds
Education
Mercer County Community College 1999 — 2002
BlackRock May 2007 - February 2013
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch Investment Managers 2003 - 2005
Sovereign Bank 1996 - 1999
Skills
Asset Management, Fixed Income, Bloomberg, Equities, Mutual Funds
Education
Mercer County Community College 1999 — 2002
William Nunez's Merrill Lynch Investment Managers Experience June 2004 - June 2006
Job Director Alternative Investments Risk at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2006 - Present
Merrill Lynch Investment Managers June 2004 - June 2006
Fitch Ratings 2000 - 2004
Skills
Fixed Income, Capital Markets, Structured Finance, Risk Management, Investment Banking, Derivatives, Structured Products, Equities, Alternative Investments, Credit Derivatives, Asset Management, Hedge Funds, Portfolio Management, Financial Markets, Bloomberg
Education
Fordham Gabelli School of Business 2000 — 2004
Credit Suisse June 2006 - Present
Merrill Lynch Investment Managers June 2004 - June 2006
Fitch Ratings 2000 - 2004
Skills
Fixed Income, Capital Markets, Structured Finance, Risk Management, Investment Banking, Derivatives, Structured Products, Equities, Alternative Investments, Credit Derivatives, Asset Management, Hedge Funds, Portfolio Management, Financial Markets, Bloomberg
Education
Fordham Gabelli School of Business 2000 — 2004
Leanne Schuessler's Merrill Lynch Investment Managers Experience 2002 - 2006
Job Director at BlackRock Private Equity Partners
Industry Financial Services
Experience
BlackRock Private Equity Partners February 2011 - Present
BlackRock 2006 - February 2011
Merrill Lynch November 1989 - October 2006
Merrill Lynch Investment Managers 2002 - 2006
merrill lynch 1989 - 2006
merrill lynch 1989 - 2006
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Accounting
BlackRock Private Equity Partners February 2011 - Present
BlackRock 2006 - February 2011
Merrill Lynch November 1989 - October 2006
Merrill Lynch Investment Managers 2002 - 2006
merrill lynch 1989 - 2006
merrill lynch 1989 - 2006
Education
Indiana University - Kelley School of Business 1985 — 1989
Bachelor of Science, Accounting
Chris Belknap's Merrill Lynch Investment Managers Experience August 1999 - July 2003
Job IT Business Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Resources Global Professionals October 2011 - October 2013
Barclays Capital February 2009 - October 2011
Barclays Capital September 2005 - January 2009
Deutsche Asset Management July 2003 - April 2005
Merrill Lynch Investment Managers August 1999 - July 2003
JP Morgan 1994 - 1999
Skills
Business Management, Financial Analysis, Forecasting, Business Analysis, Financial Modeling, Budgets, Portfolio Management, Capital Markets, Management, Financial Services, Accounting, Process Improvement, Strategic Planning, Investment Banking, Business Process..., Mergers & Acquisitions, Strategy, Finance, Financial Planning and..., Leadership, Risk Management, Budgeting, Budget Forecasts, Global Asset Management, Customer Profitability, Profitability Tracking, Strategic Financial..., Analysis, Corporate Finance, Management Consulting, Fixed Income, Technology Management, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Southern Connecticut State University 1988 — 1991
BA, Liberal Studies
Immaculate High School
TIAA-CREF October 2013 - Present
Resources Global Professionals October 2011 - October 2013
Barclays Capital February 2009 - October 2011
Barclays Capital September 2005 - January 2009
Deutsche Asset Management July 2003 - April 2005
Merrill Lynch Investment Managers August 1999 - July 2003
JP Morgan 1994 - 1999
Skills
Business Management, Financial Analysis, Forecasting, Business Analysis, Financial Modeling, Budgets, Portfolio Management, Capital Markets, Management, Financial Services, Accounting, Process Improvement, Strategic Planning, Investment Banking, Business Process..., Mergers & Acquisitions, Strategy, Finance, Financial Planning and..., Leadership, Risk Management, Budgeting, Budget Forecasts, Global Asset Management, Customer Profitability, Profitability Tracking, Strategic Financial..., Analysis, Corporate Finance, Management Consulting, Fixed Income, Technology Management, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Southern Connecticut State University 1988 — 1991
BA, Liberal Studies
Immaculate High School
Michael Boutureira's Merrill Lynch Investment Managers Experience April 2005 - October 2006
Job Director, Head of US Retail Alternative Investment Marketing at BlackRock
Industry Investment Management
Experience
BlackRock January 2013 - Present
BlackRock July 2010 - December 2012
BlackRock October 2006 - June 2010
Merrill Lynch Investment Managers April 2005 - October 2006
Evergreen Investments January 1999 - April 2005
Smith Barney May 1994 - December 1999
Skills
Marketing Strategy, Product Marketing, Marketing Communications, Mutual Funds, Separately Managed..., Hedge Funds, ETFs, Fixed Income, Alternative Investments, Equities, Investments, Asset Managment, Series 7, Series 63, Series 6, Asset Management, Asset Allocation, Private Equity
Education
Gettysburg College 1990 — 1994
Bachelor of Arts, Finance / Accounting
Mountain Lakes High School 1990 — 1994
BlackRock January 2013 - Present
BlackRock July 2010 - December 2012
BlackRock October 2006 - June 2010
Merrill Lynch Investment Managers April 2005 - October 2006
Evergreen Investments January 1999 - April 2005
Smith Barney May 1994 - December 1999
Skills
Marketing Strategy, Product Marketing, Marketing Communications, Mutual Funds, Separately Managed..., Hedge Funds, ETFs, Fixed Income, Alternative Investments, Equities, Investments, Asset Managment, Series 7, Series 63, Series 6, Asset Management, Asset Allocation, Private Equity
Education
Gettysburg College 1990 — 1994
Bachelor of Arts, Finance / Accounting
Mountain Lakes High School 1990 — 1994
Javier Garay's Merrill Lynch Investment Managers Experience 2000 - 2006
Job Entrepreneur and Owner at Engineering For Kids
Industry Education Management
Experience
Engineering For Kids February 2013 - Present
Stevens Capital Management August 2008 - October 2012
Merrill Lynch 2007 - 2007
Merrill Lynch Investment Managers 2000 - 2006
Merrill Lynch 1998 - 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Equities, Derivatives, Investments, Valuation, Asset Management, Portfolio Management, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Harvard University 1996 — 2000
AB, Economics
Engineering For Kids February 2013 - Present
Stevens Capital Management August 2008 - October 2012
Merrill Lynch 2007 - 2007
Merrill Lynch Investment Managers 2000 - 2006
Merrill Lynch 1998 - 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Equities, Derivatives, Investments, Valuation, Asset Management, Portfolio Management, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Harvard University 1996 — 2000
AB, Economics
Mike Oberdorf's Merrill Lynch Investment Managers Experience February 2002 - September 2006
Job Portfolio Manager for Mariner Lenus at Mariner Investment Group
Industry Financial Services
Experience
Mariner Investment Group February 2014 - Present
Lenus Capital Partners, LLC April 2012 - January 2014
Quidnet Capital Partners, LLC. July 2010 - March 2012
BlackRock September 2006 - December 2008
Merrill Lynch Investment Managers February 2002 - September 2006
Merrill Lynch Investment Managers July 2000 - February 2002
Skills
Derivatives, Portfolio Management, Financial Analysis, Risk Management, Competitive Analysis, Investments, Investment Strategies, Fundamental Analysis, Equities, Hedge Funds, Asset Managment, Financial Markets, Trading, Mutual Funds, Alternative Investments, Equity Research, Bloomberg, Asset Allocation, Asset Management, Global Macro, Fund Of Funds, Investment Management, Equity Valuation, Options, Wealth Management, Financial Risk, Capital Markets, Financial Services, Financial Modeling, Investor Relations, ETFs, Equity Trading, Investment Advisory, Bloomberg Terminal, Securities, Valuation, Emerging Markets, Hedging, Bonds, Trading Strategies, Private Equity, Electronic Trading, Equity Derivatives, Structured Products, Institutional...
Education
Georgetown University 1996 — 2000
BSBA, Finance
CBA 1992 — 1996
Mariner Investment Group February 2014 - Present
Lenus Capital Partners, LLC April 2012 - January 2014
Quidnet Capital Partners, LLC. July 2010 - March 2012
BlackRock September 2006 - December 2008
Merrill Lynch Investment Managers February 2002 - September 2006
Merrill Lynch Investment Managers July 2000 - February 2002
Skills
Derivatives, Portfolio Management, Financial Analysis, Risk Management, Competitive Analysis, Investments, Investment Strategies, Fundamental Analysis, Equities, Hedge Funds, Asset Managment, Financial Markets, Trading, Mutual Funds, Alternative Investments, Equity Research, Bloomberg, Asset Allocation, Asset Management, Global Macro, Fund Of Funds, Investment Management, Equity Valuation, Options, Wealth Management, Financial Risk, Capital Markets, Financial Services, Financial Modeling, Investor Relations, ETFs, Equity Trading, Investment Advisory, Bloomberg Terminal, Securities, Valuation, Emerging Markets, Hedging, Bonds, Trading Strategies, Private Equity, Electronic Trading, Equity Derivatives, Structured Products, Institutional...
Education
Georgetown University 1996 — 2000
BSBA, Finance
CBA 1992 — 1996
Anthony Piccola's Merrill Lynch Investment Managers Experience May 2000 - September 2000
Job Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2013 - Present
Alliance Bernstein January 2007 - July 2013
Blackrock January 2004 - October 2006
Merrill Lynch Investment Managers May 2000 - September 2000
Skills
Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Management, Series 7, Series 63, Alternative Investments, Asset Managment, Equities, Fixed Income, Wealth Management, Investment Strategies, Investments, Uniform Combined State..., Hedge Funds, Investment Advisory, Series 65, Bloomberg, Series 24, 401k, Investment Management, Asset Management, ETFs
Education
Lehigh University 1998 — 2002
BS, Finance
Lehigh University - College of Business and Economics 1998 — 2002
Finance and Economics
Pioneer Investments July 2013 - Present
Alliance Bernstein January 2007 - July 2013
Blackrock January 2004 - October 2006
Merrill Lynch Investment Managers May 2000 - September 2000
Skills
Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Management, Series 7, Series 63, Alternative Investments, Asset Managment, Equities, Fixed Income, Wealth Management, Investment Strategies, Investments, Uniform Combined State..., Hedge Funds, Investment Advisory, Series 65, Bloomberg, Series 24, 401k, Investment Management, Asset Management, ETFs
Education
Lehigh University 1998 — 2002
BS, Finance
Lehigh University - College of Business and Economics 1998 — 2002
Finance and Economics
Michael Wildstein, CFA's Merrill Lynch Investment Managers Experience March 2004 - November 2006
Job SVP/Senior Portfolio Manager
Industry Financial Services
Experience
Delaware Investments January 2010 - Present
Delaware Investments 2007 - January 2010
merrill lynch investment managers March 2004 - November 2006
Merrill Lynch Investment Managers March 2004 - November 2006
Merrill Lynch Invesmtent Mangers September 2001 - March 2004
RCN Corporation 1999 - 2001
Teleport Communications Group 1997 - 1998
Penn Mutual 1992 - 1994
Skills
Corporate Finance, Fixed Income, Asset Management, Bonds, Equities, Hedge Funds
Education
Drexel University - College of Business and Administration 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Delaware Investments January 2010 - Present
Delaware Investments 2007 - January 2010
merrill lynch investment managers March 2004 - November 2006
Merrill Lynch Investment Managers March 2004 - November 2006
Merrill Lynch Invesmtent Mangers September 2001 - March 2004
RCN Corporation 1999 - 2001
Teleport Communications Group 1997 - 1998
Penn Mutual 1992 - 1994
Skills
Corporate Finance, Fixed Income, Asset Management, Bonds, Equities, Hedge Funds
Education
Drexel University - College of Business and Administration 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Mary T. Pucciarelli's Merrill Lynch Investment Managers Experience 1984 - 2006
Job Financial Services Representative, Financial Advisor at MetLife
Industry Investment Management
Experience
Reilly Financial Group, an office of Metlife November 2006 - Present
Merrill Lynch Investment Managers 1984 - 2006
Skills
Fixed Income, Investments, Retirement Planning, Insurance, Long Term Care Insurance
Education
Rider University 1981 — 1983
M.B.A., Finance
Montclair State University 1977 — 1981
B.S.
Reilly Financial Group, an office of Metlife November 2006 - Present
Merrill Lynch Investment Managers 1984 - 2006
Skills
Fixed Income, Investments, Retirement Planning, Insurance, Long Term Care Insurance
Education
Rider University 1981 — 1983
M.B.A., Finance
Montclair State University 1977 — 1981
B.S.
Mike Adamson's Merrill Lynch Investment Managers Experience September 1996 - April 2000
Job Head Trader at REF Advisors LLC
Industry Financial Services
Experience
REF Advisors LLC June 2013 - Present
Battenkill Capital November 2011 - May 2013
NeoNet Securities October 2010 - October 2011
Thales Fund Management June 2001 - July 2010
Sloate Weissman April 2000 - June 2001
Merrill Lynch Investment Managers September 1996 - April 2000
Education
Drexel University - LeBow College of Business 1989 — 1995
BS, Finance
REF Advisors LLC June 2013 - Present
Battenkill Capital November 2011 - May 2013
NeoNet Securities October 2010 - October 2011
Thales Fund Management June 2001 - July 2010
Sloate Weissman April 2000 - June 2001
Merrill Lynch Investment Managers September 1996 - April 2000
Education
Drexel University - LeBow College of Business 1989 — 1995
BS, Finance
Paul Olszewski, CFA's Merrill Lynch Investment Managers Experience March 1997 - July 2001
Job VP Senior Portfolio Manager at Key Private Bank
Industry Investment Management
Experience
Key Private Bank October 2013 - Present
Miller Gesko January 2011 - October 2013
Harold C. Brown & Co. March 2003 - December 2010
Governance Metrics International July 2002 - November 2002
Merrill Lynch Investment Managers March 1997 - July 2001
ABN AMRO Bank N.V. August 1996 - March 1997
Value Line February 1991 - August 1996
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Industry Analysis, Equity Research, Investment Strategies, Mutual Funds, Investor Relations, Fixed Income, Mergers & Acquisitions, Asset Management, Financial Modeling, Asset Managment, M&A experience, Hedge Funds, Alternative Investments, Competitive Analysis, Valuation
Education
Fordham University 1987 — 1990
BS, Finance
CFA Institute
CFA Charter
Canisius High School
Key Private Bank October 2013 - Present
Miller Gesko January 2011 - October 2013
Harold C. Brown & Co. March 2003 - December 2010
Governance Metrics International July 2002 - November 2002
Merrill Lynch Investment Managers March 1997 - July 2001
ABN AMRO Bank N.V. August 1996 - March 1997
Value Line February 1991 - August 1996
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Industry Analysis, Equity Research, Investment Strategies, Mutual Funds, Investor Relations, Fixed Income, Mergers & Acquisitions, Asset Management, Financial Modeling, Asset Managment, M&A experience, Hedge Funds, Alternative Investments, Competitive Analysis, Valuation
Education
Fordham University 1987 — 1990
BS, Finance
CFA Institute
CFA Charter
Canisius High School
Chad Welborn's Merrill Lynch Investment Managers Experience 1999 - 2001
Job Director, Investments at SCF Arizona
Industry Insurance
Experience
SCF Arizona September 2009 - Present
RLI September 2006 - July 2009
National City Bank 2001 - 2006
Merrill Lynch Investment Managers 1999 - 2001
First Chicago 1994 - 1999
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Finance
Lake Forest College 1990 — 1994
SCF Arizona September 2009 - Present
RLI September 2006 - July 2009
National City Bank 2001 - 2006
Merrill Lynch Investment Managers 1999 - 2001
First Chicago 1994 - 1999
Education
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Finance
Lake Forest College 1990 — 1994
Neal J. Howe's Merrill Lynch Investment Managers Experience 2002 - December 2006
Job Director of Investor Solutions
Industry Investment Management
Experience
Welton Investment Partners Managing Director - Head of Distribution for Barclays Funds & Advisory-AmericasBarclaysSeptember 2010 - March 2014
Harbert Management Corporation June 2007 - September 2010
Merrill Lynch Investment Managers 2002 - December 2006
Husic Capital Management September 1999 - January 2002
Cowen & Company 1997 - 1999
Lazard Asset Management 1992 - 1997
Skills
Asset Management, Hedge Funds, Alternative Investments, Client Service, Asset Allocation, Private Equity, Series 7, Institutional, Mutual Funds, Venture Capital, New Business Development, Asset Managment, Equities, Financial Services, Investments, Institutional..., Investment Management, Fixed Income, Bloomberg, Investment Strategies, Pensions, Pension Funds, Fund Of Funds, Securities, Emerging Markets, Funding, Bonds, Financial Advisory, Capital Markets, Structured Products, Investment Advisory, Portfolio Management, Options, ETFs, Derivatives, Investor Relations
Education
Indiana University Bloomington 1976 — 1980
BS
Welton Investment Partners Managing Director - Head of Distribution for Barclays Funds & Advisory-AmericasBarclaysSeptember 2010 - March 2014
Harbert Management Corporation June 2007 - September 2010
Merrill Lynch Investment Managers 2002 - December 2006
Husic Capital Management September 1999 - January 2002
Cowen & Company 1997 - 1999
Lazard Asset Management 1992 - 1997
Skills
Asset Management, Hedge Funds, Alternative Investments, Client Service, Asset Allocation, Private Equity, Series 7, Institutional, Mutual Funds, Venture Capital, New Business Development, Asset Managment, Equities, Financial Services, Investments, Institutional..., Investment Management, Fixed Income, Bloomberg, Investment Strategies, Pensions, Pension Funds, Fund Of Funds, Securities, Emerging Markets, Funding, Bonds, Financial Advisory, Capital Markets, Structured Products, Investment Advisory, Portfolio Management, Options, ETFs, Derivatives, Investor Relations
Education
Indiana University Bloomington 1976 — 1980
BS
Thomas Mansmann's Merrill Lynch Investment Managers Experience February 2003 - September 2005
Job Relationship Manager at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson February 2008 - Present
Johnson & Johnson February 2006 - Present
Merrill Lynch Investment Managers February 2003 - September 2005
Education
Muhlenberg College 1998 — 2003
BA
Johnson & Johnson February 2008 - Present
Johnson & Johnson February 2006 - Present
Merrill Lynch Investment Managers February 2003 - September 2005
Education
Muhlenberg College 1998 — 2003
BA
Ira Shapiro's Merrill Lynch Investment Managers Experience 1993 - 2004
Job Managing Director and Head of iShares US New Business Development at BlackRock
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock March 2012 - December 2014
BlackRock December 2009 - March 2012
Barclays Global Investors June 2004 - December 2009
Merrill Lynch Investment Managers 1993 - 2004
Debevoise & Plimpton September 1988 - October 1992
Skills
Hedge Funds, Asset Managment, Fixed Income, Fund Of Funds, Financial Regulation, Corporate Governance, Private Equity, Broker-Dealer, Equities, Alternative Investments, Structured Finance, Investments, Investment Management, Investment Banking, Asset Management, Securities Regulation, Strategy, Management, Financial Services, ETFs, Mutual Funds, Funding, Derivatives, Investment Advisory, Leadership, Capital Markets, Financial Advisory, Series 7, FINRA, Securities
Education
Harvard Law School 1985 — 1988
JD
Yale University 1981 — 1985
BA, History
BlackRock January 2015 - Present
BlackRock March 2012 - December 2014
BlackRock December 2009 - March 2012
Barclays Global Investors June 2004 - December 2009
Merrill Lynch Investment Managers 1993 - 2004
Debevoise & Plimpton September 1988 - October 1992
Skills
Hedge Funds, Asset Managment, Fixed Income, Fund Of Funds, Financial Regulation, Corporate Governance, Private Equity, Broker-Dealer, Equities, Alternative Investments, Structured Finance, Investments, Investment Management, Investment Banking, Asset Management, Securities Regulation, Strategy, Management, Financial Services, ETFs, Mutual Funds, Funding, Derivatives, Investment Advisory, Leadership, Capital Markets, Financial Advisory, Series 7, FINRA, Securities
Education
Harvard Law School 1985 — 1988
JD
Yale University 1981 — 1985
BA, History
Jeanne Power-Galli's Merrill Lynch Investment Managers Experience May 2001 - September 2004
Job Account Manager
Industry Information Services
Experience
GreenPoint Solutions January 2008 - Present
CAbi August 2008 - 2010
Power Concierge September 2007 - July 2009
Merrill Lynch Investment Managers May 2001 - September 2004
Merrill Lynch Investment Managers August 1998 - May 2001
Merrill Lynch Investment Managers August 1997 - May 2001
CompuCom 1994 - 1996
CompuCom 1990 - 1994
Skills
Vendor Management, CRM, Management, Customer Service, Sales, Business Analysis, Procurement, Project Management, Time Management, Financial Services, Fixed Income, New Business Development, Portfolio Management, Asset Managment, SDLC, IT Strategy, Disaster Recovery
Education
Franklin Pierce University
GreenPoint Solutions January 2008 - Present
CAbi August 2008 - 2010
Power Concierge September 2007 - July 2009
Merrill Lynch Investment Managers May 2001 - September 2004
Merrill Lynch Investment Managers August 1998 - May 2001
Merrill Lynch Investment Managers August 1997 - May 2001
CompuCom 1994 - 1996
CompuCom 1990 - 1994
Skills
Vendor Management, CRM, Management, Customer Service, Sales, Business Analysis, Procurement, Project Management, Time Management, Financial Services, Fixed Income, New Business Development, Portfolio Management, Asset Managment, SDLC, IT Strategy, Disaster Recovery
Education
Franklin Pierce University
Shailendra Gokhale's Merrill Lynch Investment Managers Experience January 2002 - September 2006
Job Business Analyst at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital 2010 - Present
JPMorgan Chase & Co. 2008 - 2010
Covansys March 2004 - February 2008
BlackRock October 2006 - December 2007
Merrill Lynch Investment Managers January 2002 - September 2006
HCL Perot Systems February 2001 - September 2001
Stock Holding Corporation of India Ltd. June 1998 - February 2001
Education
Narsee Monjee Institute of Management Studies 1996 — 1998
Vikram University 1992 — 1996
BE, Electrical
Choithram School 1977 — 1991
School
Barclays Capital 2010 - Present
JPMorgan Chase & Co. 2008 - 2010
Covansys March 2004 - February 2008
BlackRock October 2006 - December 2007
Merrill Lynch Investment Managers January 2002 - September 2006
HCL Perot Systems February 2001 - September 2001
Stock Holding Corporation of India Ltd. June 1998 - February 2001
Education
Narsee Monjee Institute of Management Studies 1996 — 1998
Vikram University 1992 — 1996
BE, Electrical
Choithram School 1977 — 1991
School
George S. Seltzer, CFA's Merrill Lynch Investment Managers Experience April 1987 - June 2000
Job Senior Portfolio Manager/Investment Advisor
Industry Financial Services
Experience
Wachovia June 2000 - December 2007
Merrill Lynch Investment Managers April 1987 - June 2000
Capital Holding 1986 - 1987
Caesar, Rivise, Bernstein, Cohen & Pokotilow, Ltd. 1981 - 1984
Skills
Fixed Income, Alternative Investments, Investments, Equities, Investment Management, Securities, Portfolio Management, Private Banking, Estate Planning, Wealth, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, ETFs, Series 7, Financial Services, Asset Managment, Management, Banking, Private Placements, Financial Advisory, Strategic Financial..., Hedge Funds, High Yield, High Net Worth...
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Rutgers University School of Law - Camden 1976 — 1979
JD, Law
University of Pennsylvania 1973 — 1976
BAS, Applied Science/ Engineering
Wachovia June 2000 - December 2007
Merrill Lynch Investment Managers April 1987 - June 2000
Capital Holding 1986 - 1987
Caesar, Rivise, Bernstein, Cohen & Pokotilow, Ltd. 1981 - 1984
Skills
Fixed Income, Alternative Investments, Investments, Equities, Investment Management, Securities, Portfolio Management, Private Banking, Estate Planning, Wealth, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, ETFs, Series 7, Financial Services, Asset Managment, Management, Banking, Private Placements, Financial Advisory, Strategic Financial..., Hedge Funds, High Yield, High Net Worth...
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Rutgers University School of Law - Camden 1976 — 1979
JD, Law
University of Pennsylvania 1973 — 1976
BAS, Applied Science/ Engineering
Heather Reilly's Merrill Lynch Investment Managers Experience 1994 - 1998
Job Compliance Manager at Merrill Lynch/Bank of America
Industry Financial Services
Experience
Merrill Lynch/Bank of America June 2010 - Present
ING February 2010 - June 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch Investment Managers 1994 - 1998
PNC Bank 1993 - 1994
Drinker Biddle & Reath LLP 1990 - 1993
Education
Dickinson College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and History
Merrill Lynch/Bank of America June 2010 - Present
ING February 2010 - June 2010
Merrill Lynch 2006 - 2009
Merrill Lynch 2002 - 2006
Merrill Lynch Investment Managers 1994 - 1998
PNC Bank 1993 - 1994
Drinker Biddle & Reath LLP 1990 - 1993
Education
Dickinson College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and History
John Radzinski, CFA's Merrill Lynch Investment Managers Experience 2002 - 2004
Job Regional Director Invesco
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Van Kampen Investments June 2005 - June 2010
Mesirow Financial February 2004 - June 2005
Merrill Lynch Investment Managers 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Illinois Wesleyan University 1993 — 1997
BA, Finance / Risk Management
Deerfield High School 1989 — 1993
High School, High School
Invesco Ltd. June 2010 - Present
Van Kampen Investments June 2005 - June 2010
Mesirow Financial February 2004 - June 2005
Merrill Lynch Investment Managers 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Illinois Wesleyan University 1993 — 1997
BA, Finance / Risk Management
Deerfield High School 1989 — 1993
High School, High School
Bryan Kreher's Merrill Lynch Investment Managers Experience March 2004 - May 2006
Job Associate Director, Marketing at The Encima Group
Industry Pharmaceuticals
Experience
The Encima Group January 2015 - Present
The Encima Group June 2013 - January 2015
Bristol-Myers Squibb June 2011 - June 2013
Bristol-Myers Squibb June 2009 - June 2011
BlackRock April 2002 - June 2009
BlackRock May 2006 - August 2007
Merrill Lynch Investment Managers March 2004 - May 2006
Merrill Lynch Investment Managers June 2002 - March 2004
Skills
Cross-functional Team..., Management, Business Analysis, Project Management, Integration, Leadership, Data Analysis, Vendor Management, Marketing, Strategy, Analysis, Team Building, Pharmaceutical Industry, CRM, Business Intelligence, SharePoint, Process Improvement, Market Research, Software Documentation, Financial Services
Education
Rutgers University-New Brunswick 2005 — 2009
MBA, Marketing
Monmouth University 1998 — 2001
BA, History
The Encima Group January 2015 - Present
The Encima Group June 2013 - January 2015
Bristol-Myers Squibb June 2011 - June 2013
Bristol-Myers Squibb June 2009 - June 2011
BlackRock April 2002 - June 2009
BlackRock May 2006 - August 2007
Merrill Lynch Investment Managers March 2004 - May 2006
Merrill Lynch Investment Managers June 2002 - March 2004
Skills
Cross-functional Team..., Management, Business Analysis, Project Management, Integration, Leadership, Data Analysis, Vendor Management, Marketing, Strategy, Analysis, Team Building, Pharmaceutical Industry, CRM, Business Intelligence, SharePoint, Process Improvement, Market Research, Software Documentation, Financial Services
Education
Rutgers University-New Brunswick 2005 — 2009
MBA, Marketing
Monmouth University 1998 — 2001
BA, History
Elyse Pleasic's Merrill Lynch Investment Managers Experience 2000 - 2004
Job FVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2004 - Present
Merrill Lynch April 1997 - April 2009
Merrill Lynch Investment Managers 2000 - 2004
Schroder Wertheim 1993 - 1997
Coopers & Lybrand 1987 - 1994
Skills
Strategy, Management, Wealth Management, Leadership, Business Process..., Business Planning, Finance, Financial Risk, Mergers & Acquisitions, Operational Risk, Process Improvement, Risk Management, Strategic Planning, Securities, Executive Management, Strategic Financial..., Asset Managment, Vendor Management, Analysis, Capital Markets, Corporate Finance, Hedge Funds, Equities, Trading Systems, Financial Services, Asset Management
Education
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Merrill Lynch March 2004 - Present
Merrill Lynch April 1997 - April 2009
Merrill Lynch Investment Managers 2000 - 2004
Schroder Wertheim 1993 - 1997
Coopers & Lybrand 1987 - 1994
Skills
Strategy, Management, Wealth Management, Leadership, Business Process..., Business Planning, Finance, Financial Risk, Mergers & Acquisitions, Operational Risk, Process Improvement, Risk Management, Strategic Planning, Securities, Executive Management, Strategic Financial..., Asset Managment, Vendor Management, Analysis, Capital Markets, Corporate Finance, Hedge Funds, Equities, Trading Systems, Financial Services, Asset Management
Education
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Madhu Nagarajan CFA's Merrill Lynch Investment Managers Experience 2005 - 2006
Job at Interactive Data Corporation
Industry Investment Management
Experience
Interactive Data Corporation May 2011 - Present
BlackRock October 2006 - May 2011
Merrill Lynch Investment Managers 2005 - 2006
Covansys 1998 - 2005
Gulf Business Machines January 1993 - February 1998
Tata Consultancy Services 1985 - 1992
Skills
Fixed Income, Derivatives, CRM, Integration, Portfolio Management, Program Management, Financial Risk, Analytics, Analysis, Management, Trading, Project Management, Asset Management, Software Development, Data Warehousing, Pre-sales, Securities, Operations Management, Quantitative Analytics, Security, SDLC
Education
University of Kansas - Graduate School of Business 2000 — 2002
MBA, Finance
National Institute of Industrial Engineering 1983 — 1985
PGDIE, Industrial Engg
College of Engineering Guindy, Chennai 1978 — 1983
BE, Mechanical Engineering
Interactive Data Corporation May 2011 - Present
BlackRock October 2006 - May 2011
Merrill Lynch Investment Managers 2005 - 2006
Covansys 1998 - 2005
Gulf Business Machines January 1993 - February 1998
Tata Consultancy Services 1985 - 1992
Skills
Fixed Income, Derivatives, CRM, Integration, Portfolio Management, Program Management, Financial Risk, Analytics, Analysis, Management, Trading, Project Management, Asset Management, Software Development, Data Warehousing, Pre-sales, Securities, Operations Management, Quantitative Analytics, Security, SDLC
Education
University of Kansas - Graduate School of Business 2000 — 2002
MBA, Finance
National Institute of Industrial Engineering 1983 — 1985
PGDIE, Industrial Engg
College of Engineering Guindy, Chennai 1978 — 1983
BE, Mechanical Engineering
Joe Stoll's Merrill Lynch Investment Managers Experience 1974 - December 2002
Job Experienced Merrill Lynch Resident Office Manager and Financial Advisor
Industry Investment Management
Experience
Merrill Lynch January 1974 - December 2002
Merrill Lynch Investment Managers 1974 - December 2002
Harley Davidson Motor Company June 1966 - May 1971
Skills
Economics, Investments, Wealth Management, Series 7, Asset Allocation, Series 63, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income, Equities, Financial Analysis, Asset Managment, Retirement Planning, Strategic Financial..., Due Diligence, Equity Research, Financial Modeling, Risk Management, Insurance, Corporate Finance, Capital Markets, Securities, Asset Management, Financial Markets, Hedge Funds, Investment Banking, Investment Management, Options, Investment Strategies, ETFs, Venture Capital, Bonds, Investment Advisory, 401k, Bloomberg, Estate Planning, Private Equity, Mergers & Acquisitions, FINRA, Financial Advisory, Banking, Structured Products, Derivatives, Equity Valuation, Bloomberg Terminal, Series 24
Education
Marquette University 1959 — 1971
Bachelor of Science, Engineering & Industrial Management
Marquette University High School 1955 — 1959
Merrill Lynch January 1974 - December 2002
Merrill Lynch Investment Managers 1974 - December 2002
Harley Davidson Motor Company June 1966 - May 1971
Skills
Economics, Investments, Wealth Management, Series 7, Asset Allocation, Series 63, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income, Equities, Financial Analysis, Asset Managment, Retirement Planning, Strategic Financial..., Due Diligence, Equity Research, Financial Modeling, Risk Management, Insurance, Corporate Finance, Capital Markets, Securities, Asset Management, Financial Markets, Hedge Funds, Investment Banking, Investment Management, Options, Investment Strategies, ETFs, Venture Capital, Bonds, Investment Advisory, 401k, Bloomberg, Estate Planning, Private Equity, Mergers & Acquisitions, FINRA, Financial Advisory, Banking, Structured Products, Derivatives, Equity Valuation, Bloomberg Terminal, Series 24
Education
Marquette University 1959 — 1971
Bachelor of Science, Engineering & Industrial Management
Marquette University High School 1955 — 1959
Natalie McNulty's Merrill Lynch Investment Managers Experience March 2007 - Present
Job Ms. at Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch Investment Managers March 2007 - Present
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA Pursuit, Business
Merrill Lynch Investment Managers March 2007 - Present
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA Pursuit, Business
Kristen Steffens, CFA's Merrill Lynch Investment Managers Experience August 2004 - October 2006
Job Investment Consultant at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. November 2012 - Present
Northern Trust Global Investments August 2011 - November 2012
BlackRock October 2006 - July 2010
Merrill Lynch Investment Managers August 2004 - October 2006
Skills
Hedge Funds, Fund Of Funds, Equities, Investments, Fundamental Analysis, Global Macro, Alternative Investments, Fixed Income, Institutional Investors, Equity Research, Bloomberg, ETFs, Asset Allocation, Investment Strategies, Asset Managment, Derivatives, Series 7
Education
London Business School 2010 — 2011
MiF, Masters in Finance
University of Dayton 2000 — 2004
BS, Finance, Management
RVK, Inc. November 2012 - Present
Northern Trust Global Investments August 2011 - November 2012
BlackRock October 2006 - July 2010
Merrill Lynch Investment Managers August 2004 - October 2006
Skills
Hedge Funds, Fund Of Funds, Equities, Investments, Fundamental Analysis, Global Macro, Alternative Investments, Fixed Income, Institutional Investors, Equity Research, Bloomberg, ETFs, Asset Allocation, Investment Strategies, Asset Managment, Derivatives, Series 7
Education
London Business School 2010 — 2011
MiF, Masters in Finance
University of Dayton 2000 — 2004
BS, Finance, Management
Burns Dan's Merrill Lynch Investment Managers Experience June 1998 - October 2002
Job Registered CSA
Industry Financial Services
Experience
UBS Global Asset Management September 2008 - Present
Merrill Lynch Investment Managers June 1998 - October 2002
Education
Miami University 1994 — 1998
BA, Finance
UBS Global Asset Management September 2008 - Present
Merrill Lynch Investment Managers June 1998 - October 2002
Education
Miami University 1994 — 1998
BA, Finance
Debra LandsmanYaros's Merrill Lynch Investment Managers Experience 2000 - 2003
Job Transparent Value, LLC.
Industry Financial Services
Experience
Transparent Value, LLC , A Guggenheim Partners Co. April 2010 - Present
DLY Consulting January 2009 - April 2010
Old Mutual April 2007 - September 2008
Delaware Investments 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1996 - 2000
Merrill Lynch Investment Managers 1994 - 1996
Merrill Lynch Investment Managers 1990 - 1994
Merrill Lynch Investment Managers 1987 - 1990
Merrill Lynch 1983 - 1987
Skills
Product Management, Business Development, Mutual Funds, Relationship Management, Investments, Marketing, Sales Management, Salesforce.com, Leadership, Alternative Investments, Strategy, Business Strategy, Financial Services, Wealth Management, Fixed Income, Strategic Planning, Management, Marketing Strategy, New Business Development, Asset Management, Sales
Education
Harvard Business School
Leadership Program, Merrill Lynch Women's Executive Leadership Program
Rider University
BA, Psychology
Transparent Value, LLC , A Guggenheim Partners Co. April 2010 - Present
DLY Consulting January 2009 - April 2010
Old Mutual April 2007 - September 2008
Delaware Investments 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1996 - 2000
Merrill Lynch Investment Managers 1994 - 1996
Merrill Lynch Investment Managers 1990 - 1994
Merrill Lynch Investment Managers 1987 - 1990
Merrill Lynch 1983 - 1987
Skills
Product Management, Business Development, Mutual Funds, Relationship Management, Investments, Marketing, Sales Management, Salesforce.com, Leadership, Alternative Investments, Strategy, Business Strategy, Financial Services, Wealth Management, Fixed Income, Strategic Planning, Management, Marketing Strategy, New Business Development, Asset Management, Sales
Education
Harvard Business School
Leadership Program, Merrill Lynch Women's Executive Leadership Program
Rider University
BA, Psychology
Dick Hoag's Merrill Lynch Investment Managers Experience 2001 - 2007
Job Senior Institutional Sales and Client Service at Sawgrass Asset Management, L.L.C.
Industry Investment Management
Experience
Sawgrass Asset Management, L.L.C. 2014 - Present
Landmark Global Advisors/Liontrust International 2007 - 2014
Merrill Lynch Investment Managers 2001 - 2007
AIMSE 1997 - 2005
Gartmore Global Partners 1998 - 2001
Bankers Trust-NY 1994 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Equities, Asset Managment, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Investments, Asset Management, Fund Of Funds, Institutional..., Portfolio Management, Pensions, Bloomberg, Derivatives, ETFs, Investment Advisory, Pension Funds, Bonds, Wealth Management, Securities, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1997 — 1997
AIMSE Investment Management Institute, Institutional Investment Management
Lawrence University 1976 — 1980
BA Economics & Teaching Certification, Economics, Math, Communications
Sawgrass Asset Management, L.L.C. 2014 - Present
Landmark Global Advisors/Liontrust International 2007 - 2014
Merrill Lynch Investment Managers 2001 - 2007
AIMSE 1997 - 2005
Gartmore Global Partners 1998 - 2001
Bankers Trust-NY 1994 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Equities, Asset Managment, Investment Strategies, Asset Allocation, Mutual Funds, Series 7, Investments, Asset Management, Fund Of Funds, Institutional..., Portfolio Management, Pensions, Bloomberg, Derivatives, ETFs, Investment Advisory, Pension Funds, Bonds, Wealth Management, Securities, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1997 — 1997
AIMSE Investment Management Institute, Institutional Investment Management
Lawrence University 1976 — 1980
BA Economics & Teaching Certification, Economics, Math, Communications
Greg Koenig's Merrill Lynch Investment Managers Experience May 1985 - March 1990
Job Registered Investment Advisor (owner) at Koenig Investment Advisory
Industry Investment Management
Experience
Koenig Investment Advisory, LLC January 1989 - Present
Merrill Lynch Investment Managers May 1985 - March 1990
Education
James Madison University
BBA, Management & Marketing
Koenig Investment Advisory, LLC January 1989 - Present
Merrill Lynch Investment Managers May 1985 - March 1990
Education
James Madison University
BBA, Management & Marketing
Renee Polatschek's Merrill Lynch Investment Managers Experience September 2002 - December 2002
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers 2003 - 2008
Lehman Brothers January 2005 - June 2006
Lehman Brothers June 2003 - January 2005
Merrill Lynch Investment Managers September 2002 - December 2002
Education
Loyola University Maryland
Barclays Capital March 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers 2003 - 2008
Lehman Brothers January 2005 - June 2006
Lehman Brothers June 2003 - January 2005
Merrill Lynch Investment Managers September 2002 - December 2002
Education
Loyola University Maryland
Arun Krishnamurthy's Merrill Lynch Investment Managers Experience September 1996 - July 2003
Job SVP at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2012 - Present
JPMorgan Chase Asset Management July 2003 - May 2012
Merrill Lynch Investment Managers September 1996 - July 2003
Dow Jones November 1995 - September 1996
Merrill Lynch Investment Managers April 1992 - November 1995
Skills
Equities, Data Warehousing, Architecture, IT Strategy, Strategy, Asset Managment, Risk Management, Fixed Income, Project Management, Business Development, Asset Management, Financial Services, Trading Systems, Software Project..., Derivatives, Business Analysis, Requirements Analysis, IT Management, SDLC, Vendor Management, Middle Office, Investment Banking, Portfolio Management, Program Management, Market Data, Hedge Funds, Electronic Trading
Education
Fairleigh Dickinson University 1990 — 1994
Florida Institute of Technology 1983 — 1988
Neuberger Berman May 2012 - Present
JPMorgan Chase Asset Management July 2003 - May 2012
Merrill Lynch Investment Managers September 1996 - July 2003
Dow Jones November 1995 - September 1996
Merrill Lynch Investment Managers April 1992 - November 1995
Skills
Equities, Data Warehousing, Architecture, IT Strategy, Strategy, Asset Managment, Risk Management, Fixed Income, Project Management, Business Development, Asset Management, Financial Services, Trading Systems, Software Project..., Derivatives, Business Analysis, Requirements Analysis, IT Management, SDLC, Vendor Management, Middle Office, Investment Banking, Portfolio Management, Program Management, Market Data, Hedge Funds, Electronic Trading
Education
Fairleigh Dickinson University 1990 — 1994
Florida Institute of Technology 1983 — 1988
Heather Hoggan's Merrill Lynch Investment Managers Experience January 1998 - January 2001
Job Administrator at LA Commons
Industry Arts and Crafts
Experience
LA Commons September 2011 - Present
Witty Eagle Productions 2000 - Present
Arroyo Arts Collective 1998 - Present
Roxbury Capital Management November 2001 - November 2009
Roxbury Capital Management January 2001 - January 2006
Merrill Lynch Investment Managers January 1998 - January 2001
MLIM 1995 - 2001
Merrill Lynch Investment Managers January 1995 - January 1998
CMB Investment Managers March 1980 - March 1995
National Mutual Funds Management January 1985 - January 1995
Skills
Finance, Web Content, Grant Administration, Grant Writing, Coordinating Events, Operations Management, Project Management, Event Management, Project Coordination, Cross-functional..., Program Coordination, Equities, Art, Management, Sculpture, Fine Art, Access
Education
Grand Canyon University 2009 — 2011
BA, Business Administration
West Los Angeles City College 1974 — 1976
AA, General Art Studies
Grand Canyon University; West Los Angeles College
BA, Process
LA Commons September 2011 - Present
Witty Eagle Productions 2000 - Present
Arroyo Arts Collective 1998 - Present
Roxbury Capital Management November 2001 - November 2009
Roxbury Capital Management January 2001 - January 2006
Merrill Lynch Investment Managers January 1998 - January 2001
MLIM 1995 - 2001
Merrill Lynch Investment Managers January 1995 - January 1998
CMB Investment Managers March 1980 - March 1995
National Mutual Funds Management January 1985 - January 1995
Skills
Finance, Web Content, Grant Administration, Grant Writing, Coordinating Events, Operations Management, Project Management, Event Management, Project Coordination, Cross-functional..., Program Coordination, Equities, Art, Management, Sculpture, Fine Art, Access
Education
Grand Canyon University 2009 — 2011
BA, Business Administration
West Los Angeles City College 1974 — 1976
AA, General Art Studies
Grand Canyon University; West Los Angeles College
BA, Process
Anthony Heyman, CFA's Merrill Lynch Investment Managers Experience September 1999 - October 2006
Job Director at DiMaio Ahmad Capital
Industry Financial Services
Experience
DiMaio Ahmad Capital 2009 - Present
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers September 1999 - October 2006
The Chase Manhattan Bank December 1987 - April 1996
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
Stony Brook University 1983 — 1987
BA, Economics
DiMaio Ahmad Capital 2009 - Present
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers September 1999 - October 2006
The Chase Manhattan Bank December 1987 - April 1996
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance
Stony Brook University 1983 — 1987
BA, Economics
Nina Ilisije's Merrill Lynch Investment Managers Experience November 1999 - September 2006
Job HR Business Partner at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group June 2009 - Present
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers November 1999 - September 2006
Skills
Performance Management, Succession Planning, Human Resources, Talent Management, Employee Relations, Recruiting, Employee Engagement, Business Analysis, Onboarding, Management, Training
Education
Fairleigh Dickinson University
B.S. Business Administration, Marketing
Lloyds Banking Group June 2009 - Present
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers November 1999 - September 2006
Skills
Performance Management, Succession Planning, Human Resources, Talent Management, Employee Relations, Recruiting, Employee Engagement, Business Analysis, Onboarding, Management, Training
Education
Fairleigh Dickinson University
B.S. Business Administration, Marketing
Omar Aguilar's Merrill Lynch Investment Managers Experience September 1999 - February 2002
Job Chief Investment Officer (CIO) at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management May 2011 - Present
Financial Engines May 2009 - May 2011
ING June 2004 - February 2009
Lehman Brothers February 2002 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2002
Bankers Trust August 1996 - June 1999
Skills
Portfolio Optimization, Asset Allocation, Portfolio Management, Quantitative Research, Bayesian statistics
Education
Duke University 1994 — 1998
PhD, Statistics and Decision Sciences
Duke University 1994 — 1996
MS, Statistics and Decision Sciences
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Actuarial Sciences
Charles Schwab Investment Management May 2011 - Present
Financial Engines May 2009 - May 2011
ING June 2004 - February 2009
Lehman Brothers February 2002 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2002
Bankers Trust August 1996 - June 1999
Skills
Portfolio Optimization, Asset Allocation, Portfolio Management, Quantitative Research, Bayesian statistics
Education
Duke University 1994 — 1998
PhD, Statistics and Decision Sciences
Duke University 1994 — 1996
MS, Statistics and Decision Sciences
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Actuarial Sciences
Jacqueline Greene-DeCambre's Merrill Lynch Investment Managers Experience 1989 - 1995
Job Owner / Event Planner at DeCambreEvents & Associates
Industry Events Services
Experience
Be Blessed In The Midst Of It All! 2014 - Present
HCA/Parallon October 2010 - Present
DeCambreEvents & Associates June 1995 - August 2014
Greater Richmond Convention Center February 2008 - May 2010
Wachovia Securities 2005 - 2009
Apollo Theater Foundation, Inc. December 1998 - December 1998
Greater Jamaica Development Corporation January 1995 - February 1998
Merrill Lynch Investment Managers 1989 - 1995
Skills
Event Management, Non-profits, Theatre, Parties, Television, Public Relations, Newsletters, Event Planning, Time Management, Music, Social Networking, Social Media Marketing, Fundraising, Social Media, Public Speaking
Education
Middlesex County College
Be Blessed In The Midst Of It All! 2014 - Present
HCA/Parallon October 2010 - Present
DeCambreEvents & Associates June 1995 - August 2014
Greater Richmond Convention Center February 2008 - May 2010
Wachovia Securities 2005 - 2009
Apollo Theater Foundation, Inc. December 1998 - December 1998
Greater Jamaica Development Corporation January 1995 - February 1998
Merrill Lynch Investment Managers 1989 - 1995
Skills
Event Management, Non-profits, Theatre, Parties, Television, Public Relations, Newsletters, Event Planning, Time Management, Music, Social Networking, Social Media Marketing, Fundraising, Social Media, Public Speaking
Education
Middlesex County College
William Cavey's Merrill Lynch Investment Managers Experience 2005 - 2006
Job BPV Capital Management
Industry Financial Services
Experience
BPV Capital Management - Back Porch Vista February 2015 - Present
Nuveen Investments October 2006 - 2015
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch Investment Managers 2004 - 2006
Wachovia Securities, LLC 2000 - 2003
Wachovia Securities 1999 - 2003
Skills
Separately Managed..., Series 7, Wholesaling, ETFs, Investment Products, Mutual Funds, Closed-end Funds, Managed Accounts, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Series 63
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1990
BS, Business Administration - Marketing Concentration
BPV Capital Management - Back Porch Vista February 2015 - Present
Nuveen Investments October 2006 - 2015
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch Investment Managers 2004 - 2006
Wachovia Securities, LLC 2000 - 2003
Wachovia Securities 1999 - 2003
Skills
Separately Managed..., Series 7, Wholesaling, ETFs, Investment Products, Mutual Funds, Closed-end Funds, Managed Accounts, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Series 63
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1990
BS, Business Administration - Marketing Concentration
David Poiesz's Merrill Lynch Investment Managers Experience October 2002 - May 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
LaSalle University May 2008 - October 2010
OppenheimerFunds June 2004 - June 2007
Merrill Lynch Investment Managers October 2002 - May 2004
RiverRock Capital Management, LP April 1999 - June 2001
Jennison Associates July 1991 - April 1999
Jennison Associates May 1983 - June 1991
Skills
Portfolio Management, Investments, Asset Management, Equities, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Mutual Funds, Asset Allocation, Alternative Investments, Capital Markets, Valuation, Equity Research, Bloomberg, Securities
Education
La Salle University 1976 — 1980
BA/BS, Economics and Finance
LaSalle University May 2008 - October 2010
OppenheimerFunds June 2004 - June 2007
Merrill Lynch Investment Managers October 2002 - May 2004
RiverRock Capital Management, LP April 1999 - June 2001
Jennison Associates July 1991 - April 1999
Jennison Associates May 1983 - June 1991
Skills
Portfolio Management, Investments, Asset Management, Equities, Mergers & Acquisitions, Hedge Funds, Financial Modeling, Mutual Funds, Asset Allocation, Alternative Investments, Capital Markets, Valuation, Equity Research, Bloomberg, Securities
Education
La Salle University 1976 — 1980
BA/BS, Economics and Finance
Ananda Srinivasan's Merrill Lynch Investment Managers Experience 2004 - 2006
Job at
Industry Information Technology and Services
Experience
Merrill Lynch/BOA September 2010 - Present
Merrill Lynch June 2009 - Present
Blackrock 2006 - 2009
Merrill Lynch Investment Managers 2004 - 2006
Merck May 2004 - August 2004
Merrill Lynch Investment Managers December 1994 - April 2004
Education
Monmouth University 1992 — 1994
MS, Computer Science
Madurai Kamaraj University 1989 — 1991
MS, Microwaves and Optical Engineering
Jawaharlal Nehru Technological University 1984 — 1988
BS, Electronics & Telecom Engineering
Merrill Lynch/BOA September 2010 - Present
Merrill Lynch June 2009 - Present
Blackrock 2006 - 2009
Merrill Lynch Investment Managers 2004 - 2006
Merck May 2004 - August 2004
Merrill Lynch Investment Managers December 1994 - April 2004
Education
Monmouth University 1992 — 1994
MS, Computer Science
Madurai Kamaraj University 1989 — 1991
MS, Microwaves and Optical Engineering
Jawaharlal Nehru Technological University 1984 — 1988
BS, Electronics & Telecom Engineering
Carl Cascio's Merrill Lynch Investment Managers Experience September 1999 - September 2001
Job Regional Vice President at Gabelli Funds
Industry Investment Management
Experience
Gabelli Funds November 2014 - Present
Transamerica January 2014 - November 2014
HRC Fund Associates September 2013 - January 2014
Loeb Capital Management December 2009 - September 2013
Gabelli Asset Management April 2002 - December 2009
Merrill Lynch Investment Managers September 1999 - September 2001
PIMCO 1997 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Fund Of Funds, ETFs, Series 7, Investment Strategies, Series 63, Asset Allocation, Investments, Bonds, Fixed Income, Separately Managed..., Institutional..., Securities, Series 65, Bloomberg, FINRA, Private Equity, Capital Markets, Equity Research
Education
Fairfield University 1990 — 1994
BA, English
Gabelli Funds November 2014 - Present
Transamerica January 2014 - November 2014
HRC Fund Associates September 2013 - January 2014
Loeb Capital Management December 2009 - September 2013
Gabelli Asset Management April 2002 - December 2009
Merrill Lynch Investment Managers September 1999 - September 2001
PIMCO 1997 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Fund Of Funds, ETFs, Series 7, Investment Strategies, Series 63, Asset Allocation, Investments, Bonds, Fixed Income, Separately Managed..., Institutional..., Securities, Series 65, Bloomberg, FINRA, Private Equity, Capital Markets, Equity Research
Education
Fairfield University 1990 — 1994
BA, English
Roxanne Ranallo's Merrill Lynch Investment Managers Experience November 1986 - September 2006
Job In between jobs
Industry Financial Services
Experience
BlackRock October 2006 - August 2013
Merrill Lynch Investment Managers November 1986 - September 2006
Skills
Asset Managment, Fixed Income, Asset Management, Investments, Mutual Funds, Portfolio Management, Bloomberg, Financial Services, Alternative Investments, Equities, Securities
Education
Mercer County Community College 1982 — 1986
AAS, Telecommunications
Notre Dame High School 1978 — 1982
BlackRock October 2006 - August 2013
Merrill Lynch Investment Managers November 1986 - September 2006
Skills
Asset Managment, Fixed Income, Asset Management, Investments, Mutual Funds, Portfolio Management, Bloomberg, Financial Services, Alternative Investments, Equities, Securities
Education
Mercer County Community College 1982 — 1986
AAS, Telecommunications
Notre Dame High School 1978 — 1982
HARRY BLACK's Merrill Lynch Investment Managers Experience January 1984 - December 1984
Job PRESIDENT at INVESTMENT WATCHDOG
Industry Financial Services
Experience
INVESTMENT WATCHDOG April 2009 - Present
AT&T December 1977 - April 2008
Merrill Lynch Investment Managers January 1984 - December 1984
Skills
Public Speaking, Time Management, Public Relations, Finance, Budgets, Investments, Negotiation
Education
Mississippi College 1988 — 1993
MBA, BUSINESS
Mississippi State University 1968 — 1972
BS, Industrial Engineering
INVESTMENT WATCHDOG April 2009 - Present
AT&T December 1977 - April 2008
Merrill Lynch Investment Managers January 1984 - December 1984
Skills
Public Speaking, Time Management, Public Relations, Finance, Budgets, Investments, Negotiation
Education
Mississippi College 1988 — 1993
MBA, BUSINESS
Mississippi State University 1968 — 1972
BS, Industrial Engineering
Clifford Turbitt's Merrill Lynch Investment Managers Experience August 2002 - April 2005
Job Senior Vice President/Corporate Counsel at Jefferies Bache Commodities Group
Industry Financial Services
Experience
Jefferies Bache Commodities April 2009 - Present
Lord Abbett April 2005 - March 2009
Merrill Lynch Investment Managers August 2002 - April 2005
Dechert LLP December 1998 - August 2002
Skills
Securities, Securities Regulation
Education
Fordham University School of Law 1995 — 1998
JD
University of Pennsylvania - The Wharton School 1981 — 1984
BS, Economics
Jefferies Bache Commodities April 2009 - Present
Lord Abbett April 2005 - March 2009
Merrill Lynch Investment Managers August 2002 - April 2005
Dechert LLP December 1998 - August 2002
Skills
Securities, Securities Regulation
Education
Fordham University School of Law 1995 — 1998
JD
University of Pennsylvania - The Wharton School 1981 — 1984
BS, Economics
Jay (Vijay) Reddy (Adireddy)'s Merrill Lynch Investment Managers Experience December 2000 - April 2001
Job Vice President at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon June 2011 - Present
Bank of America November 2009 - January 2011
Almac Clinical Technologies May 2009 - November 2009
Tek Systems March 2008 - November 2009
ETS 2007 - 2009
Merrill Lynch May 2001 - July 2007
Merrill Lynch Investment Managers December 2000 - April 2001
Millennium Infotech 1998 - 2000
Skills
Business Analysis, Microsoft SQL Server, Enterprise Architecture, Cloud Computing, Data Warehousing, Databases, IT Strategy, Oracle, PL/SQL, SQL, Software Project..., Solution Architecture
Education
Karnatak University
St Ann's High School, Rjy
High shool
BNY Mellon June 2011 - Present
Bank of America November 2009 - January 2011
Almac Clinical Technologies May 2009 - November 2009
Tek Systems March 2008 - November 2009
ETS 2007 - 2009
Merrill Lynch May 2001 - July 2007
Merrill Lynch Investment Managers December 2000 - April 2001
Millennium Infotech 1998 - 2000
Skills
Business Analysis, Microsoft SQL Server, Enterprise Architecture, Cloud Computing, Data Warehousing, Databases, IT Strategy, Oracle, PL/SQL, SQL, Software Project..., Solution Architecture
Education
Karnatak University
St Ann's High School, Rjy
High shool
Timothy Doherty, CFA's Merrill Lynch Investment Managers Experience August 2004 - September 2006
Job Director, Product Strategist at BlackRock
Industry Investment Management
Experience
BlackRock January 2013 - Present
BlackRock August 2011 - January 2013
BlackRock October 2006 - December 2012
Merrill Lynch Investment Managers August 2004 - September 2006
Merrill Lynch Investment Managers April 2002 - July 2004
Skills
Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Equities, Asset Managment, Hedge Funds, Investment Strategies, Portfolio Management, Separately Managed..., Public Speaking, Communication, Diversity & Inclusion, Asset Management, Strategy
Education
Lehigh University - College of Business and Economics 2001 — 2002
MS, Economics, Summa cum laude
Lehigh University 1997 — 2001
BA, Economics, Urban Studies, Summa cum laude
BlackRock January 2013 - Present
BlackRock August 2011 - January 2013
BlackRock October 2006 - December 2012
Merrill Lynch Investment Managers August 2004 - September 2006
Merrill Lynch Investment Managers April 2002 - July 2004
Skills
Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Equities, Asset Managment, Hedge Funds, Investment Strategies, Portfolio Management, Separately Managed..., Public Speaking, Communication, Diversity & Inclusion, Asset Management, Strategy
Education
Lehigh University - College of Business and Economics 2001 — 2002
MS, Economics, Summa cum laude
Lehigh University 1997 — 2001
BA, Economics, Urban Studies, Summa cum laude
James Ellman's Merrill Lynch Investment Managers Experience 1999 - 2002
Job Investor and author
Industry Investment Management
Experience
Ascend Capital, LLC January 2011 - March 2015
Seacliff Capital, LLC February 2003 - December 2010
Merrill Lynch Investment Managers 1999 - 2002
AIM Fund Management July 1994 - June 1999
Federal Reserve Bank of New York July 1990 - August 1992
Skills
Hedge Funds, Equities, Investments, Alternative Investments, Portfolio Management, Valuation, Equity Research, Asset Managment, Investment Strategies, Mutual Funds, Financial Modeling, Bloomberg
Education
Harvard Business School 1992 — 1994
MBA
Tufts University 1986 — 1990
BA, Economics/History
Ascend Capital, LLC January 2011 - March 2015
Seacliff Capital, LLC February 2003 - December 2010
Merrill Lynch Investment Managers 1999 - 2002
AIM Fund Management July 1994 - June 1999
Federal Reserve Bank of New York July 1990 - August 1992
Skills
Hedge Funds, Equities, Investments, Alternative Investments, Portfolio Management, Valuation, Equity Research, Asset Managment, Investment Strategies, Mutual Funds, Financial Modeling, Bloomberg
Education
Harvard Business School 1992 — 1994
MBA
Tufts University 1986 — 1990
BA, Economics/History
Konway Wang's Merrill Lynch Investment Managers Experience January 2000 - December 2003
Job Service Delivery Manager at Novartis
Industry Pharmaceuticals
Experience
Novartis January 2004 - Present
Merrill Lynch Investment Managers January 2000 - December 2003
AT&T January 1999 - January 2000
American Cyanamid January 1998 - December 1998
Education
New Jersey Institute of Technology 1991 — 1995
Ph. D., Chemical Engineering
New Jersey Institute of Technology 1989 — 1991
MS, Chemical Engineering
Feng Chia University 1985 — 1989
BS, Chemical Engineering
St Dominic High School
Novartis January 2004 - Present
Merrill Lynch Investment Managers January 2000 - December 2003
AT&T January 1999 - January 2000
American Cyanamid January 1998 - December 1998
Education
New Jersey Institute of Technology 1991 — 1995
Ph. D., Chemical Engineering
New Jersey Institute of Technology 1989 — 1991
MS, Chemical Engineering
Feng Chia University 1985 — 1989
BS, Chemical Engineering
St Dominic High School
Denis Molleur's Merrill Lynch Investment Managers Experience May 2006 - October 2006
Job Senior Vice President & Associate General Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2011 - Present
BlackRock 2006 - August 2010
Merrill Lynch Investment Managers May 2006 - October 2006
Merrill Lynch Investment Managers April 2004 - May 2006
OppenheimerFunds April 1991 - April 2004
Skills
Investment Advisory, Hedge Funds, Executive Management, Securities, Mutual Funds, Investment Management, Financial Services, Retirement Planning, Risk Management, Investments, Alternative Investments, Financial Advisory, Separately Managed..., Series 7, Wealth Management, Equities, FINRA, Asset Management, Fixed Income, Series 63, Series 24, Capital Markets, Private Equity, Securities Regulation, Derivatives, ETFs, Corporate Governance
Education
Georgetown University Law Center 1980 — 1983
JD, LLM in Securities Regulation
Loyola University Maryland 1976 — 1980
BA, Business Administration
Brown Brothers Harriman 2011 - Present
BlackRock 2006 - August 2010
Merrill Lynch Investment Managers May 2006 - October 2006
Merrill Lynch Investment Managers April 2004 - May 2006
OppenheimerFunds April 1991 - April 2004
Skills
Investment Advisory, Hedge Funds, Executive Management, Securities, Mutual Funds, Investment Management, Financial Services, Retirement Planning, Risk Management, Investments, Alternative Investments, Financial Advisory, Separately Managed..., Series 7, Wealth Management, Equities, FINRA, Asset Management, Fixed Income, Series 63, Series 24, Capital Markets, Private Equity, Securities Regulation, Derivatives, ETFs, Corporate Governance
Education
Georgetown University Law Center 1980 — 1983
JD, LLM in Securities Regulation
Loyola University Maryland 1976 — 1980
BA, Business Administration
Ray Szyjka's Merrill Lynch Investment Managers Experience August 1998 - January 2001
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock June 2011 - Present
State Street January 2001 - June 2011
Merrill Lynch Investment Managers August 1998 - January 2001
Education
Drexel University 1988 — 1993
BlackRock June 2011 - Present
State Street January 2001 - June 2011
Merrill Lynch Investment Managers August 1998 - January 2001
Education
Drexel University 1988 — 1993
Nicholas Manganaro's Merrill Lynch Investment Managers Experience 2001 - October 2006
Job Actively Seeking a Senior Quantitative Financial Position
Industry Investment Management
Experience
BlackRock August 2011 - April 2013
MacKay Shields July 2009 - July 2011
Mariner Investment Group October 2007 - July 2009
BlackRock October 2006 - July 2007
Merrill Lynch Investment Managers 2001 - October 2006
Merrill Lynch Investment Managers 2000 - 2001
Merrill Lynch Investment Managers 1998 - 2001
Oliver Wyman 1995 - 1998
Merrill Lynch 1993 - 1995
Glenmede 1991 - 1993
Skills
Fixed Income, Interest Rate..., Credit Risk, Interest Rate Risk..., Portfolio Management, Asset Management, Relative Value, Hedge Funds, Structured Products, Capital Adequacy, Derivatives, Asset Allocation, Hedging, Performance Attribution, Financial Risk, Investments, Mutual Funds, Bonds, Risk Management, Structured Finance, Quantitative Analytics, Alternative Investments, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, Finance
Reed College 1974 — 1979
A.B., Mathematics
The Episcopal Academy 1960 — 1974
NA, Mathematics, Religion, & the Classics
BlackRock August 2011 - April 2013
MacKay Shields July 2009 - July 2011
Mariner Investment Group October 2007 - July 2009
BlackRock October 2006 - July 2007
Merrill Lynch Investment Managers 2001 - October 2006
Merrill Lynch Investment Managers 2000 - 2001
Merrill Lynch Investment Managers 1998 - 2001
Oliver Wyman 1995 - 1998
Merrill Lynch 1993 - 1995
Glenmede 1991 - 1993
Skills
Fixed Income, Interest Rate..., Credit Risk, Interest Rate Risk..., Portfolio Management, Asset Management, Relative Value, Hedge Funds, Structured Products, Capital Adequacy, Derivatives, Asset Allocation, Hedging, Performance Attribution, Financial Risk, Investments, Mutual Funds, Bonds, Risk Management, Structured Finance, Quantitative Analytics, Alternative Investments, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, Finance
Reed College 1974 — 1979
A.B., Mathematics
The Episcopal Academy 1960 — 1974
NA, Mathematics, Religion, & the Classics
RJ Hayes, CFA's Merrill Lynch Investment Managers Experience June 2004 - August 2004
Job Northeast Gas Trader, Twin Eagle Resource Management, LLC
Industry Oil & Energy
Experience
Twin Eagle Resource Management September 2011 - Present
BP June 2010 - September 2011
BP June 2009 - June 2010
BP June 2008 - June 2009
BP May 2007 - August 2007
Merrill Lynch Investment Managers June 2004 - August 2004
Skills
Commodity Markets, Natural Gas, Commodity, Energy, Trading, Risk Management, Financial Modeling, Financial Analysis, Hedging, Derivatives, Energy Markets, Due Diligence, Valuation, Microsoft Excel, Bloomberg, Analysis, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance, Math, Physics
Hong Kong University of Science and Technology - School of Business and Management 2006 — 2006
Twin Eagle Resource Management September 2011 - Present
BP June 2010 - September 2011
BP June 2009 - June 2010
BP June 2008 - June 2009
BP May 2007 - August 2007
Merrill Lynch Investment Managers June 2004 - August 2004
Skills
Commodity Markets, Natural Gas, Commodity, Energy, Trading, Risk Management, Financial Modeling, Financial Analysis, Hedging, Derivatives, Energy Markets, Due Diligence, Valuation, Microsoft Excel, Bloomberg, Analysis, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance, Math, Physics
Hong Kong University of Science and Technology - School of Business and Management 2006 — 2006
Jay Liang's Merrill Lynch Investment Managers Experience September 2000 - September 2006
Job Associate
Industry Investment Management
Experience
BlackRock April 2014 - Present
BlackRock September 2006 - March 2014
Merrill Lynch Investment Managers September 2000 - September 2006
Merrill Lynch June 1999 - September 2000
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance, Accounting, 3.97
University of California, San Diego 1994 — 1999
BS, Major: Economics: Management Science, Minor: Chemistry
BlackRock April 2014 - Present
BlackRock September 2006 - March 2014
Merrill Lynch Investment Managers September 2000 - September 2006
Merrill Lynch June 1999 - September 2000
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance, Accounting, 3.97
University of California, San Diego 1994 — 1999
BS, Major: Economics: Management Science, Minor: Chemistry
Edward Quigley's Merrill Lynch Investment Managers Experience November 1990 - September 2006
Job at
Industry Financial Services
Experience
Legg Mason November 2014 - Present
BlackRock September 2006 - November 2014
Merrill Lynch Investment Managers November 1990 - September 2006
Education
Seton Hall University 1997 — 2001
M.S., Taxation
Rutgers, The State University of New Jersey-Newark 1988 — 1990
B.S., Accounting
Middlesex County College 1986 — 1988
A.S., Accounting
Legg Mason November 2014 - Present
BlackRock September 2006 - November 2014
Merrill Lynch Investment Managers November 1990 - September 2006
Education
Seton Hall University 1997 — 2001
M.S., Taxation
Rutgers, The State University of New Jersey-Newark 1988 — 1990
B.S., Accounting
Middlesex County College 1986 — 1988
A.S., Accounting
Guy-Philippe Conille, MBA's Merrill Lynch Investment Managers Experience June 2006 - August 2007
Job Senior Associate
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
J.P. Morgan September 2014 - August 2015
Wealth and Investment Management at Barclays May 2012 - September 2014
Barclays Wealth September 2010 - May 2012
Advent Software October 2008 - September 2010
Merrill Lynch Investment Managers June 2006 - August 2007
Skills
Fixed Income, Investments, Equities, Analysis, Valuation, Securities, Account Reconciliation, Accounting, Financial Services, Strategic Financial..., Options, Management, Auditing, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Bonds, Back Office, Middle Office, Corporate Actions, Equity Derivatives, User Acceptance Testing, Financial Advisory
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Scranton 2004 — 2008
B.S., Double Major: Finance & Economics
Kellenberg Memorial HS 2000 — 2004
High School Diploma
Goldman Sachs August 2015 - Present
J.P. Morgan September 2014 - August 2015
Wealth and Investment Management at Barclays May 2012 - September 2014
Barclays Wealth September 2010 - May 2012
Advent Software October 2008 - September 2010
Merrill Lynch Investment Managers June 2006 - August 2007
Skills
Fixed Income, Investments, Equities, Analysis, Valuation, Securities, Account Reconciliation, Accounting, Financial Services, Strategic Financial..., Options, Management, Auditing, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Bonds, Back Office, Middle Office, Corporate Actions, Equity Derivatives, User Acceptance Testing, Financial Advisory
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Scranton 2004 — 2008
B.S., Double Major: Finance & Economics
Kellenberg Memorial HS 2000 — 2004
High School Diploma
Julian Politis's Merrill Lynch Investment Managers Experience September 2008 - December 2008
Job Senior Acount Manager, Ipsos ASI
Industry Market Research
Experience
Ipsos August 2015 - Present
Ipsos ASI January 2013 - August 2015
Ipsos Understanding UnLtd. March 2011 - January 2013
Ipsos Understanding UnLtd. April 2010 - April 2011
Xavier University January 2009 - May 2009
Merrill Lynch Investment Managers September 2008 - December 2008
Merrill Lynch Investment Managers August 2007 - December 2008
Skills
Market Research, Healthcare Consulting, Healthcare Marketing, Qualitative Research, Focus Groups, Marketing Research, Marketing, Music, Advertising, Advertising Research, Customer Insight, Brazilian Portuguese, Quantitative Research, Greek, Brand Equity, Team Building, Data Analysis, Management, Report Writing, Consumer Behaviour, Leadership, Segmentation
Education
Xavier University - Williams College of Business 2007 — 2009
MBA, Marketing & Finance
McGill University 2002 — 2007
Bachelors of Music Performance, Percussion, Pre-Med
Ipsos August 2015 - Present
Ipsos ASI January 2013 - August 2015
Ipsos Understanding UnLtd. March 2011 - January 2013
Ipsos Understanding UnLtd. April 2010 - April 2011
Xavier University January 2009 - May 2009
Merrill Lynch Investment Managers September 2008 - December 2008
Merrill Lynch Investment Managers August 2007 - December 2008
Skills
Market Research, Healthcare Consulting, Healthcare Marketing, Qualitative Research, Focus Groups, Marketing Research, Marketing, Music, Advertising, Advertising Research, Customer Insight, Brazilian Portuguese, Quantitative Research, Greek, Brand Equity, Team Building, Data Analysis, Management, Report Writing, Consumer Behaviour, Leadership, Segmentation
Education
Xavier University - Williams College of Business 2007 — 2009
MBA, Marketing & Finance
McGill University 2002 — 2007
Bachelors of Music Performance, Percussion, Pre-Med
Mark Radville's Merrill Lynch Investment Managers Experience 2000 - 2005
Job Managing Director at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments 2007 - Present
Merrill Lynch Investment Managers 2000 - 2005
Conseco 1998 - 2000
Bear Stearns 1996 - 1998
Oppenheimer & Co. 1994 - 1996
SEI Investments 1989 - 1994
Education
Loyola University Chicago 1985 — 1989
BBA, Business Finance
Brother Rice
Guggenheim Investments 2007 - Present
Merrill Lynch Investment Managers 2000 - 2005
Conseco 1998 - 2000
Bear Stearns 1996 - 1998
Oppenheimer & Co. 1994 - 1996
SEI Investments 1989 - 1994
Education
Loyola University Chicago 1985 — 1989
BBA, Business Finance
Brother Rice
Colleen McDermott's Merrill Lynch Investment Managers Experience June 1999 - May 2002
Job Fixed Income Product Specialist at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2011 - Present
Healy Circle Capital LLC September 2003 - May 2011
Merrill Lynch Investment Managers June 1999 - May 2002
Mitchell Hutchins Asset Management 1996 - March 1999
Merrill Lynch June 1990 - 1996
Skills
Series 7, ETF, Fixed Income, Money Market Funds, Product Management, New Business Development, Alternative Investments, Separately Managed..., Portfolio Management, Investments, Mutual Funds, ETFs, Equities, Securities
Education
Le Moyne College 1978 — 1982
BS, Business
Guggenheim Partners May 2011 - Present
Healy Circle Capital LLC September 2003 - May 2011
Merrill Lynch Investment Managers June 1999 - May 2002
Mitchell Hutchins Asset Management 1996 - March 1999
Merrill Lynch June 1990 - 1996
Skills
Series 7, ETF, Fixed Income, Money Market Funds, Product Management, New Business Development, Alternative Investments, Separately Managed..., Portfolio Management, Investments, Mutual Funds, ETFs, Equities, Securities
Education
Le Moyne College 1978 — 1982
BS, Business
Andrea Stern's Merrill Lynch Investment Managers Experience February 1987 - September 2006
Job Facilities Coordinator at CBRE
Industry Commercial Real Estate
Experience
CBRE August 2012 - Present
Jones Lang LaSalle September 2009 - July 2012
Cushman & Wakefield September 2008 - September 2009
Merrill Lynch August 2007 - September 2008
Merrill Lynch Investment Managers February 1987 - September 2006
Mercer County Community College June 1984 - February 1987
Skills
Asset Managment, Administrative..., Outlook, Vendor Management, Investments, Facilities Management, Microsoft Excel, Office Management, Real Estate, PowerPoint, Portfolio Management, Microsoft Office, Financial Services, Project Management, Budgets, Management, Corporate Real Estate, Property Management
Education
Mercer County Community College
A.A.S, Secretarial Science/Business Administration
CBRE August 2012 - Present
Jones Lang LaSalle September 2009 - July 2012
Cushman & Wakefield September 2008 - September 2009
Merrill Lynch August 2007 - September 2008
Merrill Lynch Investment Managers February 1987 - September 2006
Mercer County Community College June 1984 - February 1987
Skills
Asset Managment, Administrative..., Outlook, Vendor Management, Investments, Facilities Management, Microsoft Excel, Office Management, Real Estate, PowerPoint, Portfolio Management, Microsoft Office, Financial Services, Project Management, Budgets, Management, Corporate Real Estate, Property Management
Education
Mercer County Community College
A.A.S, Secretarial Science/Business Administration
Holly Abitz's Merrill Lynch Investment Managers Experience October 1988 - September 2006
Job Independent Investment Professional
Industry Financial Services
Experience
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers October 1988 - September 2006
Skills
Valuation, Invesment, Equity Research, Financial Analysis, Financial Modeling, Asset Management
Education
John Carroll University 1984 — 1988
Bachelor of Business Administration (BBA)
Association for Investment Management & Research
Financial Analyst Program
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers October 1988 - September 2006
Skills
Valuation, Invesment, Equity Research, Financial Analysis, Financial Modeling, Asset Management
Education
John Carroll University 1984 — 1988
Bachelor of Business Administration (BBA)
Association for Investment Management & Research
Financial Analyst Program
Edwin Davison's Merrill Lynch Investment Managers Experience June 1999 - September 2006
Job Senior Investment Analyst at BlackRock
Industry Financial Services
Experience
BlackRock September 2006 - Present
Merrill Lynch Investment Managers June 1999 - September 2006
Baillie Gifford 1996 - 1998
Skills
Chartered Financial..., ASIP (Associate of the...
Education
Cambridge University
Doctor of Philosophy (Ph.D.)
Eidgenössische Technische Hochschule Zürich
Imperial College London
Bachelor of Science (B.Sc.), Chemistry, First Class Honors
The University of Stirling
Master's degree, Investment Analysis
BlackRock September 2006 - Present
Merrill Lynch Investment Managers June 1999 - September 2006
Baillie Gifford 1996 - 1998
Skills
Chartered Financial..., ASIP (Associate of the...
Education
Cambridge University
Doctor of Philosophy (Ph.D.)
Eidgenössische Technische Hochschule Zürich
Imperial College London
Bachelor of Science (B.Sc.), Chemistry, First Class Honors
The University of Stirling
Master's degree, Investment Analysis
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY