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
Adrian Withy Adrian Withy's Merrill Lynch Investment Managers Experience January 2004 - February 2005
Job Group Manager at Avanade
Industry Computer Software
Experience
Avanade August 2015 - Present
Milliman January 2014 - August 2015
Milliman November 2013 - January 2014
Milliman January 2011 - November 2013
Milliman March 2010 - January 2011
Tiburon November 2008 - February 2010
Tiburon March 2007 - November 2008
HDA (Home Digital Assistant) February 2005 - October 2007
Merrill Lynch Investment Managers January 2004 - February 2005
Skills
Integration, SOA, Agile Methodologies, Web Services, Microsoft SQL Server, .NET, Requirements Analysis, Software Project..., Software Development, Scrum, SDLC, Windows Azure, C#, Software Engineering, Enterprise Architecture, Application Architecture, Cloud Computing, XML, Visio, Software Design, Architectures, Architecture
Education
Saint Mary's College of California 2001 — 2005
B.S., Mathematics
Avanade August 2015 - Present
Milliman January 2014 - August 2015
Milliman November 2013 - January 2014
Milliman January 2011 - November 2013
Milliman March 2010 - January 2011
Tiburon November 2008 - February 2010
Tiburon March 2007 - November 2008
HDA (Home Digital Assistant) February 2005 - October 2007
Merrill Lynch Investment Managers January 2004 - February 2005
Skills
Integration, SOA, Agile Methodologies, Web Services, Microsoft SQL Server, .NET, Requirements Analysis, Software Project..., Software Development, Scrum, SDLC, Windows Azure, C#, Software Engineering, Enterprise Architecture, Application Architecture, Cloud Computing, XML, Visio, Software Design, Architectures, Architecture
Education
Saint Mary's College of California 2001 — 2005
B.S., Mathematics
Rich Marra Rich Marra's Merrill Lynch Investment Managers Experience October 1996 - January 2000
Job Sr. Loan Officer at Prospect Mortgage, LLC
Industry Real Estate
Experience
Prospect Mortgage, LLC June 2014 - Present
American Capital Corporation - ACC Home Loans January 2010 - May 2014
First Equity Direct April 2004 - January 2010
Citibank NA January 2000 - March 2002
Merrill Lynch Investment Managers October 1996 - January 2000
HSBC December 1989 - September 1996
Skills
Mortgage Lending, FHA, USDA, Loan Origination, Refinance, Loans, VA loans, Residential Mortgages, Mortgage Banking, Credit, First Time Home Buyers, Investment Properties, Real Estate, Construction Loans, Home Equity Loans, Finance, Referrals, Reverse Mortgages, Certified Mortgage..., Banking, Mortgage Underwriting, FHA financing, Real Estate Economics, Real Estate Financing, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
BS, Business Managemnt and Economics
Prospect Mortgage, LLC June 2014 - Present
American Capital Corporation - ACC Home Loans January 2010 - May 2014
First Equity Direct April 2004 - January 2010
Citibank NA January 2000 - March 2002
Merrill Lynch Investment Managers October 1996 - January 2000
HSBC December 1989 - September 1996
Skills
Mortgage Lending, FHA, USDA, Loan Origination, Refinance, Loans, VA loans, Residential Mortgages, Mortgage Banking, Credit, First Time Home Buyers, Investment Properties, Real Estate, Construction Loans, Home Equity Loans, Finance, Referrals, Reverse Mortgages, Certified Mortgage..., Banking, Mortgage Underwriting, FHA financing, Real Estate Economics, Real Estate Financing, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
BS, Business Managemnt and Economics
Evan Weisfeld Evan Weisfeld's Merrill Lynch Investment Managers Experience 2005 - 2005
Job COO at Tortoise & Blonde
Industry Retail
Experience
Tortoise & Blonde Eyewear April 2011 - Present
Credit Suisse 2007 - April 2011
Merrill Lynch Investment Managers 2005 - 2005
Education
Penn State University 2003 — 2007
Tortoise & Blonde Eyewear April 2011 - Present
Credit Suisse 2007 - April 2011
Merrill Lynch Investment Managers 2005 - 2005
Education
Penn State University 2003 — 2007
T.J. Breeden T.J. Breeden's Merrill Lynch Investment Managers Experience November 2004 - January 2006
Job Founder & Executive Director at eMerging Entrepreneurs, Inc.
Industry Nonprofit Organization Management
Experience
TJBreeden.com May 2015 - Present
eMerging Entrepreneurs, Inc November 2011 - Present
The IbL Media Group February 2010 - Present
FOCUS Enterprise Solutions, LLC August 2007 - December 2008
SunTrust Bank January 2006 - March 2007
Merrill Lynch Investment Managers November 2004 - January 2006
Education
New York University 2009 — 2011
The School of Continuing & Professional Studies
University of North Carolina at Chapel Hill 2000 — 2004
Communications Studies
TJBreeden.com May 2015 - Present
eMerging Entrepreneurs, Inc November 2011 - Present
The IbL Media Group February 2010 - Present
FOCUS Enterprise Solutions, LLC August 2007 - December 2008
SunTrust Bank January 2006 - March 2007
Merrill Lynch Investment Managers November 2004 - January 2006
Education
New York University 2009 — 2011
The School of Continuing & Professional Studies
University of North Carolina at Chapel Hill 2000 — 2004
Communications Studies
Scott Newhall's Merrill Lynch Investment Managers Experience 1994 - 2000
Job Portfolio Manager at Trees Investment Counsel
Industry Investment Management
Experience
Trees Investment Counsel 2006 - Present
ABN AMRO 2003 - 2006
ABN AMRO Asset Management 2004 - 2005
LaSalle Bank Wealth Management Group 2003 - 2004
Concord Trust Company 2000 - 2003
Merrill Lynch Investment Managers 1994 - 2000
Skills
Equities, Equity Research, Investments, Mutual Funds, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Asset Allocation, Investment Management
Education
Pomona College 1990 — 1994
BS, Mathematical Economics
Princeton Day School 1986 — 1990
Trees Investment Counsel 2006 - Present
ABN AMRO 2003 - 2006
ABN AMRO Asset Management 2004 - 2005
LaSalle Bank Wealth Management Group 2003 - 2004
Concord Trust Company 2000 - 2003
Merrill Lynch Investment Managers 1994 - 2000
Skills
Equities, Equity Research, Investments, Mutual Funds, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Asset Allocation, Investment Management
Education
Pomona College 1990 — 1994
BS, Mathematical Economics
Princeton Day School 1986 — 1990
Anthony S. Taffuri, MBA Anthony S. Taffuri, MBA's Merrill Lynch Investment Managers Experience 2000 - 2004
Job Experienced Investment Professional with expertise in various key asset management strategies
Industry Financial Services
Experience
BlackRock Financial January 2012 - Present
BlackRock Financial July 2007 - January 2012
iShares January 2008 - July 2010
BlackRock Financial June 2007 - November 2008
BlackRock Financial June 2005 - June 2007
Merrill Lynch Investment managers 2000 - 2004
Skills
mixed martial arts ,..., Investments, Fixed Income, Equities, Mutual Funds, Investment Management, Sales, Finance, Retirement, ETFs, Asset Management, Asset Allocation, Separately Managed..., Securities, Series 7, Financial Modeling, Financial Analysis, Relationship Management, Bonds, Jiu Jitsu, kick boxing, Investment Strategies, Capital Markets, Alternative Investments, Hedge Funds, Financial Advisory, Series 63
Education
Pace University 1999 — 2003
MBA, Financial Management; investment management, 3.89 GPA
St. Francis College 1990 — 1994
Bachelor of Arts, Political Science; Economics
Xaverian High School 1985 — 1989
HS
BlackRock Financial January 2012 - Present
BlackRock Financial July 2007 - January 2012
iShares January 2008 - July 2010
BlackRock Financial June 2007 - November 2008
BlackRock Financial June 2005 - June 2007
Merrill Lynch Investment managers 2000 - 2004
Skills
mixed martial arts ,..., Investments, Fixed Income, Equities, Mutual Funds, Investment Management, Sales, Finance, Retirement, ETFs, Asset Management, Asset Allocation, Separately Managed..., Securities, Series 7, Financial Modeling, Financial Analysis, Relationship Management, Bonds, Jiu Jitsu, kick boxing, Investment Strategies, Capital Markets, Alternative Investments, Hedge Funds, Financial Advisory, Series 63
Education
Pace University 1999 — 2003
MBA, Financial Management; investment management, 3.89 GPA
St. Francis College 1990 — 1994
Bachelor of Arts, Political Science; Economics
Xaverian High School 1985 — 1989
HS
James McDavitt James McDavitt's Merrill Lynch Investment Managers Experience August 1982 - January 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch Investment Managers August 1982 - January 2009
Education
Saint Anselm College 1975 — 1979
BS, LAW
Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch Investment Managers August 1982 - January 2009
Education
Saint Anselm College 1975 — 1979
BS, LAW
Adnan Sabih, CAIA Adnan Sabih, CAIA's Merrill Lynch Investment Managers Experience March 2003 - August 2003
Job Alternative Investments at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management October 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - October 2014
U.S. Trust October 2006 - March 2008
U.S. Trust August 2005 - October 2006
American Express October 2004 - August 2005
Merrill Lynch October 2003 - October 2004
Merrill Lynch Investment Managers March 2003 - August 2003
Skills
Portfolio Management, Competitive Analysis, Investments, Hedge Funds, Asset Allocation, CRM, Mutual Funds, Financial Modeling, Leadership, Strategy, Alternative Investments, Valuation, Wealth Management, Investment Management, Private Equity, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Double Major in Finance and Economics with a minor in Management Information Systems
Chartered Alternative Investment Analyst (CAIA) Association
CAIA Charterholder
Chartered Financial Analyst (CFA) Institute
Level 2 Candidate in the CFA Program
New York University
Professional Development, Strategy & Leadership coursework
Morgan Stanley Wealth Management October 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - October 2014
U.S. Trust October 2006 - March 2008
U.S. Trust August 2005 - October 2006
American Express October 2004 - August 2005
Merrill Lynch October 2003 - October 2004
Merrill Lynch Investment Managers March 2003 - August 2003
Skills
Portfolio Management, Competitive Analysis, Investments, Hedge Funds, Asset Allocation, CRM, Mutual Funds, Financial Modeling, Leadership, Strategy, Alternative Investments, Valuation, Wealth Management, Investment Management, Private Equity, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Double Major in Finance and Economics with a minor in Management Information Systems
Chartered Alternative Investment Analyst (CAIA) Association
CAIA Charterholder
Chartered Financial Analyst (CFA) Institute
Level 2 Candidate in the CFA Program
New York University
Professional Development, Strategy & Leadership coursework
Drew Henriques, CFA Drew Henriques, CFA's Merrill Lynch Investment Managers Experience August 2006 - May 2007
Job Municipal Strategist in US Fixed Income Strategy at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
Kemper Corporation September 2012 - April 2014
Moodys Corporation September 2010 - September 2012
Vanguard June 2009 - September 2010
Vanguard July 2008 - June 2009
SDSU Finance & Investment Society 2006 - 2008
Merrill Lynch Investment Managers August 2006 - May 2007
Skills
Fixed Income, Bloomberg, Series 7, Financial Analysis, Bonds, Investments, Portfolio Management, Financial Modeling, Series 63, Capital Markets, Mutual Funds, Equities, Asset Managment, Securities, Credit Analysis, Asset Allocation, Valuation, Derivatives, Investment Strategies, Fixed Income Analysis, Fixed Income Portfolio..., Institutional Portfolio..., Investment Management, Due Diligence, Wealth Management, Financial Services, Financial Risk, Structured Finance, Credit, Alternative Investments, Asset Management
Education
San Diego State University-California State University 2004 — 2008
BA, Finance
J.P. Morgan April 2014 - Present
Kemper Corporation September 2012 - April 2014
Moodys Corporation September 2010 - September 2012
Vanguard June 2009 - September 2010
Vanguard July 2008 - June 2009
SDSU Finance & Investment Society 2006 - 2008
Merrill Lynch Investment Managers August 2006 - May 2007
Skills
Fixed Income, Bloomberg, Series 7, Financial Analysis, Bonds, Investments, Portfolio Management, Financial Modeling, Series 63, Capital Markets, Mutual Funds, Equities, Asset Managment, Securities, Credit Analysis, Asset Allocation, Valuation, Derivatives, Investment Strategies, Fixed Income Analysis, Fixed Income Portfolio..., Institutional Portfolio..., Investment Management, Due Diligence, Wealth Management, Financial Services, Financial Risk, Structured Finance, Credit, Alternative Investments, Asset Management
Education
San Diego State University-California State University 2004 — 2008
BA, Finance
Cynthia Filippi Cynthia Filippi's Merrill Lynch Investment Managers Experience June 1983 - January 1999
Job Realtor at Prudential Tropical Realty
Industry Real Estate
Experience
Prudential Tropical Realty August 2003 - Present
Merrill Lynch Investment Managers June 1983 - January 1999
Skills
Real Estate, New Home Sales, Short Sales, Sellers, First Time Home Buyers, Real Estate Transactions, Relocation, Single Family Homes, Listings, SFR, Waterfront, Move Up Buyers, Vacation Homes, New Homes, Townhomes, National Association of..., Relocation Buyers, Buyers, Buyer Representation, e-PRO, Real Property
Education
State University of New York College at Oneonta 1978 — 1982
BS, Business Economics/Psychology
Prudential Tropical Realty August 2003 - Present
Merrill Lynch Investment Managers June 1983 - January 1999
Skills
Real Estate, New Home Sales, Short Sales, Sellers, First Time Home Buyers, Real Estate Transactions, Relocation, Single Family Homes, Listings, SFR, Waterfront, Move Up Buyers, Vacation Homes, New Homes, Townhomes, National Association of..., Relocation Buyers, Buyers, Buyer Representation, e-PRO, Real Property
Education
State University of New York College at Oneonta 1978 — 1982
BS, Business Economics/Psychology
Jeffrey Spotts, CMT Jeffrey Spotts, CMT's Merrill Lynch Investment Managers Experience June 1989 - March 2001
Job Principal, Prophecy Funds
Industry Investment Management
Experience
Prophecy Capital Management, International April 2001 - Present
Merrill Lynch Investment Managers June 1989 - March 2001
Skills
Hedge Funds, Portfolio Management, Mutual Funds, Alternative Investments, Entrepreneurship, Capital Markets, Derivatives, Series 7
Education
Penn State University 1985 — 1989
Bachelor of /Science, Business Administration
Prophecy Capital Management, International April 2001 - Present
Merrill Lynch Investment Managers June 1989 - March 2001
Skills
Hedge Funds, Portfolio Management, Mutual Funds, Alternative Investments, Entrepreneurship, Capital Markets, Derivatives, Series 7
Education
Penn State University 1985 — 1989
Bachelor of /Science, Business Administration
Dan Saperstein's Merrill Lynch Investment Managers Experience March 2000 - April 2001
Job Director, Product Marketing Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America February 2014 - May 2014
Bank of America Merrill Lynch January 2010 - January 2014
Bank of America January 2009 - January 2010
Merrill Lynch January 2008 - November 2009
Merrill Lynch September 2002 - December 2007
Merrill Lynch May 2001 - August 2002
Merrill Lynch Investment Managers March 2000 - April 2001
Prudential Financial November 1998 - March 2000
Prudential Investments July 1996 - October 1998
Skills
Process Engineering, Customer Relations, PMO, Intranet, Budgeting, SDLC, SharePoint, Business Analysis, Vendor Management, Leadership, IT Strategy, Web Analytics, Project Portfolio..., Software Project..., Project Management, Management, Software Development, Service Delivery, IT Management, Business Process, Strategy, Budgets, CRM, Risk Management, Customer Service, Financial Services
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Bank of America Merrill Lynch June 2014 - Present
Bank of America February 2014 - May 2014
Bank of America Merrill Lynch January 2010 - January 2014
Bank of America January 2009 - January 2010
Merrill Lynch January 2008 - November 2009
Merrill Lynch September 2002 - December 2007
Merrill Lynch May 2001 - August 2002
Merrill Lynch Investment Managers March 2000 - April 2001
Prudential Financial November 1998 - March 2000
Prudential Investments July 1996 - October 1998
Skills
Process Engineering, Customer Relations, PMO, Intranet, Budgeting, SDLC, SharePoint, Business Analysis, Vendor Management, Leadership, IT Strategy, Web Analytics, Project Portfolio..., Software Project..., Project Management, Management, Software Development, Service Delivery, IT Management, Business Process, Strategy, Budgets, CRM, Risk Management, Customer Service, Financial Services
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Frank Paparella Frank Paparella's Merrill Lynch Investment Managers Experience January 2000 - January 2002
Job Human Resources Business Partner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2011 - Present
Rutgers School of Management and Labor Relations January 2010 - May 2011
BlackRock September 2009 - January 2010
Merrill Lynch January 2002 - March 2009
Merrill Lynch Investment Managers January 2000 - January 2002
Merrill Lynch Global Operations Services March 1996 - December 2000
Merrill Lynch Global Operations Human Resources September 1992 - March 1996
Skills
Employee Relations, Banking, Recruiting, Leadership Development, Management, Deferred Compensation, Succession Planning, Performance Management, Applicant Tracking..., Onboarding, Strategic Financial..., Change Management, Product Management, Financial Services, Mergers, Personnel Management, Labor Relations, Strategic Planning, PeopleSoft, Organizational Design, Talent Management, Portfolio Management, Employee Engagement, Coaching, Investment Banking, Securities, Mergers & Acquisitions, Human Resources, Risk Management, Leadership, Workforce Planning, CRM, HRIS, Organizational..., Wealth Management, Talent Acquisition, Employee Benefits, Relationship Management, Project Management, Vendor Management, Fixed Income, Training, Business Analysis, Integration, Organizational..., Trading, Equities, SDLC, College Recruiting, Strategy
Education
Saint John's University 1979 — 1981
MBA, Finance/Economics
Queens College
BA, Economics
TIAA-CREF May 2011 - Present
Rutgers School of Management and Labor Relations January 2010 - May 2011
BlackRock September 2009 - January 2010
Merrill Lynch January 2002 - March 2009
Merrill Lynch Investment Managers January 2000 - January 2002
Merrill Lynch Global Operations Services March 1996 - December 2000
Merrill Lynch Global Operations Human Resources September 1992 - March 1996
Skills
Employee Relations, Banking, Recruiting, Leadership Development, Management, Deferred Compensation, Succession Planning, Performance Management, Applicant Tracking..., Onboarding, Strategic Financial..., Change Management, Product Management, Financial Services, Mergers, Personnel Management, Labor Relations, Strategic Planning, PeopleSoft, Organizational Design, Talent Management, Portfolio Management, Employee Engagement, Coaching, Investment Banking, Securities, Mergers & Acquisitions, Human Resources, Risk Management, Leadership, Workforce Planning, CRM, HRIS, Organizational..., Wealth Management, Talent Acquisition, Employee Benefits, Relationship Management, Project Management, Vendor Management, Fixed Income, Training, Business Analysis, Integration, Organizational..., Trading, Equities, SDLC, College Recruiting, Strategy
Education
Saint John's University 1979 — 1981
MBA, Finance/Economics
Queens College
BA, Economics
Peter Schmole Peter Schmole's Merrill Lynch Investment Managers Experience May 2003 - March 2007
Job Director Business Development, Western US at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments November 2014 - Present
Victory Capital Management January 2013 - October 2014
BMO Global Asset Management, Harris Investments, Inc. June 2007 - June 2012
Harris Investment Management June 2007 - June 2012
Merrill Lynch Investment Managers May 2003 - March 2007
Skills
Alternative Investments, Mutual Funds, Defined Contribution, Endowments, Asset Management, Asset Managment, Asset Management Sales..., Development of..., Equities, Fixed Income, Alternatives, Defined Benefit, Public Plans, Corporate Plans, Foundations & Endowments, Consultants, Western US Focused, Finals Presentations
Education
Pace University
Standard Life Investments November 2014 - Present
Victory Capital Management January 2013 - October 2014
BMO Global Asset Management, Harris Investments, Inc. June 2007 - June 2012
Harris Investment Management June 2007 - June 2012
Merrill Lynch Investment Managers May 2003 - March 2007
Skills
Alternative Investments, Mutual Funds, Defined Contribution, Endowments, Asset Management, Asset Managment, Asset Management Sales..., Development of..., Equities, Fixed Income, Alternatives, Defined Benefit, Public Plans, Corporate Plans, Foundations & Endowments, Consultants, Western US Focused, Finals Presentations
Education
Pace University
James B. Maze, CFA James B. Maze, CFA's Merrill Lynch Investment Managers Experience 1989 - 2002
Job Senior Investment Advisor, Wealth Management
Industry Investment Management
Experience
New Hope, PA 2012 - Present
PNC Wealth Management 2002 - 2012
Merrill Lynch Investment Managers 1989 - 2002
Merrill Lynch July 1987 - June 1988
Skills
Wealth Management, Portfolio Management, Investment Advisory, Equities, Fixed Income, Equity Derivatives, Trusts, Customer Retention, Client Development, Microsoft Excel, Microsoft Access
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BA, Economics
New Hope, PA 2012 - Present
PNC Wealth Management 2002 - 2012
Merrill Lynch Investment Managers 1989 - 2002
Merrill Lynch July 1987 - June 1988
Skills
Wealth Management, Portfolio Management, Investment Advisory, Equities, Fixed Income, Equity Derivatives, Trusts, Customer Retention, Client Development, Microsoft Excel, Microsoft Access
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BA, Economics
Jennifer Jacobi, PHR Jennifer Jacobi, PHR's Merrill Lynch Investment Managers Experience May 2000 - December 2000
Job AVP, Employee Relations at State Street
Industry Financial Services
Experience
State Street April 2013 - Present
State Street December 2005 - March 2013
State Street January 2001 - November 2005
Merrill Lynch Investment Managers May 2000 - December 2000
Merrill Lynch Investment Managers June 1996 - May 2000
Skills
Employee Relations, HR Strategy, Performance Management, Compensation, Talent Acquisition, Onboarding, HR Policies, Employee Engagement, Personnel Management, Human Resources, Deferred Compensation, Management, Talent Management, Succession Planning, Leadership, HRIS, Change Management, HR Consulting, Strategy, Workforce Planning, Organizational Design, Leadership Development, Benefits Administration, New Hire Orientations, SDLC, College Recruiting, Coaching, Policy, Employee Benefits, Applicant Tracking..., Hiring, Outsourcing, Executive Search, Recruiting, Employment Law, Vendor Management, Training, Employer Branding, Interviews, Mergers & Acquisitions, Organizational..., Compensation & Benefit, Organizational..., Executive Coaching, PeopleSoft, Internet Recruiting, Process Improvement, Technical Recruiting, Time Management, HR Transformation
Education
Rider University 1999 — 2005
BSBA, Human Resources Management
State Street April 2013 - Present
State Street December 2005 - March 2013
State Street January 2001 - November 2005
Merrill Lynch Investment Managers May 2000 - December 2000
Merrill Lynch Investment Managers June 1996 - May 2000
Skills
Employee Relations, HR Strategy, Performance Management, Compensation, Talent Acquisition, Onboarding, HR Policies, Employee Engagement, Personnel Management, Human Resources, Deferred Compensation, Management, Talent Management, Succession Planning, Leadership, HRIS, Change Management, HR Consulting, Strategy, Workforce Planning, Organizational Design, Leadership Development, Benefits Administration, New Hire Orientations, SDLC, College Recruiting, Coaching, Policy, Employee Benefits, Applicant Tracking..., Hiring, Outsourcing, Executive Search, Recruiting, Employment Law, Vendor Management, Training, Employer Branding, Interviews, Mergers & Acquisitions, Organizational..., Compensation & Benefit, Organizational..., Executive Coaching, PeopleSoft, Internet Recruiting, Process Improvement, Technical Recruiting, Time Management, HR Transformation
Education
Rider University 1999 — 2005
BSBA, Human Resources Management
Chris Hackett Chris Hackett's Merrill Lynch Investment Managers Experience May 1983 - December 2000
Job Director at SEI Investments
Industry Accounting
Experience
SEI Investments Director of Accounting/OperationsSEI2005 - Present
State Street January 2001 - May 2005
Merrill Lynch Investment Managers May 1983 - December 2000
Merrill Lynch 1983 - 2000
Education
Rider University 1989 — 1994
Accounting
SEI Investments Director of Accounting/OperationsSEI2005 - Present
State Street January 2001 - May 2005
Merrill Lynch Investment Managers May 1983 - December 2000
Merrill Lynch 1983 - 2000
Education
Rider University 1989 — 1994
Accounting
Scott Demarzio Scott Demarzio's Merrill Lynch Investment Managers Experience 1991 - 1999
Job Director of Business Intelligence at TPG TeleManagement
Industry Information Technology and Services
Experience
TPG TeleManagement May 2011 - Present
Nutrisystem April 2005 - March 2011
Creditek April 2003 - April 2005
eMoney Advisor June 2001 - April 2003
Govxcel January 2001 - June 2001
VerticalNet January 2000 - January 2001
VerticalNet April 1999 - January 2000
Merrill Lynch Investment Managers 1991 - 1999
Merrill Lynch 1987 - 1991
Skills
Business Objects, Crystal Reports, Software Project..., Data Warehousing, Microsoft SQL Server,..., ATG Ecommerce, Database Design, Software Quality..., Government Compliance, Oracle Financials, Oracle Reports, ETL, Data Analysis, Data Quality, Data Governance, Software Product..., Website Localization, Java software..., .NET, Web Analytics, CRM software, Acquisition Integration, Customer Data..., Business Process..., Master Data Management, Business Intelligence, SQL Server, SDLC, SSIS, CRM, ATG, Microsoft SQL Server, Project Management, Access, Strategy, Analytics, Business Analysis, Outsourcing, E-commerce, Data Modeling, Software Development, Databases, Business Process, Requirements Gathering, Java, Process Improvement, Data Integration, Product Management, PMO, Quality Assurance
Education
New Jersey Institute of Technology 1996 — 1999
MS, Computer Science
Rider University 1988 — 1992
MBA, Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Business Administration
TPG TeleManagement May 2011 - Present
Nutrisystem April 2005 - March 2011
Creditek April 2003 - April 2005
eMoney Advisor June 2001 - April 2003
Govxcel January 2001 - June 2001
VerticalNet January 2000 - January 2001
VerticalNet April 1999 - January 2000
Merrill Lynch Investment Managers 1991 - 1999
Merrill Lynch 1987 - 1991
Skills
Business Objects, Crystal Reports, Software Project..., Data Warehousing, Microsoft SQL Server,..., ATG Ecommerce, Database Design, Software Quality..., Government Compliance, Oracle Financials, Oracle Reports, ETL, Data Analysis, Data Quality, Data Governance, Software Product..., Website Localization, Java software..., .NET, Web Analytics, CRM software, Acquisition Integration, Customer Data..., Business Process..., Master Data Management, Business Intelligence, SQL Server, SDLC, SSIS, CRM, ATG, Microsoft SQL Server, Project Management, Access, Strategy, Analytics, Business Analysis, Outsourcing, E-commerce, Data Modeling, Software Development, Databases, Business Process, Requirements Gathering, Java, Process Improvement, Data Integration, Product Management, PMO, Quality Assurance
Education
New Jersey Institute of Technology 1996 — 1999
MS, Computer Science
Rider University 1988 — 1992
MBA, Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Business Administration
Carol Demyanovich Carol Demyanovich's Merrill Lynch Investment Managers Experience May 2003 - September 2004
Job Senior Financial Services Marketing Communications Professional Actively Seeking New Position
Industry Financial Services
Experience
A.M.Best March 2008 - February 2015
TIAA-CREF November 2004 - May 2007
Merrill Lynch Investment Managers May 2003 - September 2004
UBS Inc May 2001 - July 2002
Merrill Lynch September 1986 - July 2000
Skills
Marketing Communications, Newsletters, Editing, Corporate Communications, Marketing, Strategic Communications, Internal Communications, Content Development, Writing, Insurance, Client Services, Content Management, Mutual Funds, Press Releases, Journalism, Financial Services, Content Strategy, Marketing Materials, Project Management, Publications, Magazines, Client Service, Investments, Marketing Strategy, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Journalism
Rutgers, The State University of New Jersey-Newark
Theater/Film
A.M.Best March 2008 - February 2015
TIAA-CREF November 2004 - May 2007
Merrill Lynch Investment Managers May 2003 - September 2004
UBS Inc May 2001 - July 2002
Merrill Lynch September 1986 - July 2000
Skills
Marketing Communications, Newsletters, Editing, Corporate Communications, Marketing, Strategic Communications, Internal Communications, Content Development, Writing, Insurance, Client Services, Content Management, Mutual Funds, Press Releases, Journalism, Financial Services, Content Strategy, Marketing Materials, Project Management, Publications, Magazines, Client Service, Investments, Marketing Strategy, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Journalism
Rutgers, The State University of New Jersey-Newark
Theater/Film
J.W. Davis J.W. Davis's Merrill Lynch Investment Managers Experience December 1986 - November 1990
Job CEO /Owner of Monedog, Capital Gorrilla & Urtherealtor
Industry Investment Management
Experience
Mon E-Dog December 2006 - Present
MONEDOG January 1996 - Present
Mon E-Dog January 1994 - Present
Merrill Lynch Investment Managers December 1986 - November 1990
Education
Northeastern State University 1981 — 1983
Assoc., Business
Mon E-Dog December 2006 - Present
MONEDOG January 1996 - Present
Mon E-Dog January 1994 - Present
Merrill Lynch Investment Managers December 1986 - November 1990
Education
Northeastern State University 1981 — 1983
Assoc., Business
Craig Blessing's Merrill Lynch Investment Managers Experience 2002 - 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock Financial Management 2006 - Present
BlackRock 2002 - Present
Merrill Lynch Investment Managers 2002 - 2006
Chase Fleming Asset Management 1996 - 2001
Serfin Securities 1992 - 1996
Bank of America NT & SA 1985 - 1992
Education
Stanford University
MA, International Policy Studies
Stanford University Graduate School of Business
MBA, Business
The University of Kansas
BS, Business
The University of Kansas
BA, French
BlackRock Financial Management 2006 - Present
BlackRock 2002 - Present
Merrill Lynch Investment Managers 2002 - 2006
Chase Fleming Asset Management 1996 - 2001
Serfin Securities 1992 - 1996
Bank of America NT & SA 1985 - 1992
Education
Stanford University
MA, International Policy Studies
Stanford University Graduate School of Business
MBA, Business
The University of Kansas
BS, Business
The University of Kansas
BA, French
John Ferejohn John Ferejohn's Merrill Lynch Investment Managers Experience August 2001 - October 2006
Job at SunGard Data Systems, Inc.
Industry Financial Services
Experience
SunGard January 2011 - Present
Pharaoh Integrations, LLC July 2009 - February 2011
Goldman Sachs July 2009 - December 2010
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers August 2001 - October 2006
Merrill Lynch 1988 - August 2001
Donaldson, Lufkin & Jenrette 1984 - 1985
Skills
Portfolio Management, Mutual Funds, Project Management, Integration, Foreign Exchange, Fixed Income, Equities, Asset Managment, Hedge Funds, Middle Office, Derivatives, Business Analysis, Data Analysis, Guitarist, Valuation, Asset Management, Options, Alternative Investments, Investments, Financial Services, Trading Systems, FX Options, Securities, Business Process, Investment Management, Back Office, Prime Brokerage, Capital Markets, Electronic Trading
Education
Rutgers University-New Brunswick 1974 — 1976
Union County College 1972 — 1974
St. Genevieve's School
SunGard January 2011 - Present
Pharaoh Integrations, LLC July 2009 - February 2011
Goldman Sachs July 2009 - December 2010
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers August 2001 - October 2006
Merrill Lynch 1988 - August 2001
Donaldson, Lufkin & Jenrette 1984 - 1985
Skills
Portfolio Management, Mutual Funds, Project Management, Integration, Foreign Exchange, Fixed Income, Equities, Asset Managment, Hedge Funds, Middle Office, Derivatives, Business Analysis, Data Analysis, Guitarist, Valuation, Asset Management, Options, Alternative Investments, Investments, Financial Services, Trading Systems, FX Options, Securities, Business Process, Investment Management, Back Office, Prime Brokerage, Capital Markets, Electronic Trading
Education
Rutgers University-New Brunswick 1974 — 1976
Union County College 1972 — 1974
St. Genevieve's School
Robert Faulkner Robert Faulkner's Merrill Lynch Investment Managers Experience January 1990 - August 2000
Job The next phase of my life
Industry Research
Experience
Retired & doing ... April 2015 - Present
UBS Wealth Management July 2010 - April 2015
TheStreet.com January 2005 - August 2010
1838 Investment Advisors September 2000 - December 2004
Merrill Lynch Investment Managers January 1990 - August 2000
Merrill Lynch / BlackRock 1989 - 2000
Alex. Brown & Sons 1989 - 1990
CIBC Wood Gundy January 1987 - January 1989
Skills
Investments, Equity Research, Analysis, Investment Banking, Investment Strategies, Finance, Portfolio Management, Alternative Investments, Capital Markets, Mutual Funds, Strategy, Editing, Research, Wealth Management, Hedge Funds, Start-ups, Financial Modeling, Series 7, Management, Equities, Venture Capital, Entrepreneurship, Valuation, Competitive Analysis, Private Equity, Asset Management, Securities, Marketing, Asset Allocation, Fixed Income, Bloomberg, Telecommunications, Trading, Financial Markets
Education
Seton Hall University 1975 — 1981
MBA
Retired & doing ... April 2015 - Present
UBS Wealth Management July 2010 - April 2015
TheStreet.com January 2005 - August 2010
1838 Investment Advisors September 2000 - December 2004
Merrill Lynch Investment Managers January 1990 - August 2000
Merrill Lynch / BlackRock 1989 - 2000
Alex. Brown & Sons 1989 - 1990
CIBC Wood Gundy January 1987 - January 1989
Skills
Investments, Equity Research, Analysis, Investment Banking, Investment Strategies, Finance, Portfolio Management, Alternative Investments, Capital Markets, Mutual Funds, Strategy, Editing, Research, Wealth Management, Hedge Funds, Start-ups, Financial Modeling, Series 7, Management, Equities, Venture Capital, Entrepreneurship, Valuation, Competitive Analysis, Private Equity, Asset Management, Securities, Marketing, Asset Allocation, Fixed Income, Bloomberg, Telecommunications, Trading, Financial Markets
Education
Seton Hall University 1975 — 1981
MBA
Jerome Williams Jerome Williams's Merrill Lynch Investment Managers Experience January 1999 - August 2005
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
JP Morgan Chase July 2010 - August 2012
Merrill Lynch / Bank of America January 2009 - July 2010
Merrill Lynch August 2005 - July 2010
Bank of America March 2009 - June 2010
Merrill Lynch Investment Managers January 1999 - August 2005
Merrill Lynch 1994 - 1996
Skills
Vendor Management, SDLC, PMO, Portfolio Management, Financial Services, Business Analysis, Change Management, Six Sigma, Governance, Fixed Income, Integration, Management, Equities, Business Process..., Strategic Sourcing, Financial Risk, Risk Management, Securities, Derivatives, Project Portfolio..., Process Improvement, Wealth Management, Program Management, Outsourcing, Relationship Management, Banking, Offshoring, Trading Systems, Resource Management, IT Strategy, Strategy, Requirements Gathering, Business Transformation, PMP, Investment Banking, Project Delivery
Education
Rider University 1981 — 1986
BA
JPMorgan Chase September 2012 - Present
JP Morgan Chase July 2010 - August 2012
Merrill Lynch / Bank of America January 2009 - July 2010
Merrill Lynch August 2005 - July 2010
Bank of America March 2009 - June 2010
Merrill Lynch Investment Managers January 1999 - August 2005
Merrill Lynch 1994 - 1996
Skills
Vendor Management, SDLC, PMO, Portfolio Management, Financial Services, Business Analysis, Change Management, Six Sigma, Governance, Fixed Income, Integration, Management, Equities, Business Process..., Strategic Sourcing, Financial Risk, Risk Management, Securities, Derivatives, Project Portfolio..., Process Improvement, Wealth Management, Program Management, Outsourcing, Relationship Management, Banking, Offshoring, Trading Systems, Resource Management, IT Strategy, Strategy, Requirements Gathering, Business Transformation, PMP, Investment Banking, Project Delivery
Education
Rider University 1981 — 1986
BA
Stacey Ince Stacey Ince's Merrill Lynch Investment Managers Experience June 2006 - June 2007
Job Vice President Multinational Client Practice at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. November 2014 - Present
Marsh August 2014 - November 2014
Marsh April 2013 - November 2014
Marsh July 2009 - April 2013
Marsh July 2007 - July 2009
Merrill Lynch Investment Managers June 2006 - June 2007
Skills
Brokers, Property & Casualty..., Underwriting, Insurance, Liability, Casualty, Professional Liability, Captives, Workers Compensation, Commercial Insurance, Risk Management, Legal Liability, Employment Practices..., D&O, Financial Risk, Health Insurance, General Insurance, Claim, Financial Analysis, Employee Benefits, Reinsurance, Insurance Brokerage, Commercial Lines
Education
Santa Clara University 2003 — 2007
Bachelor's degree, Finance, General
London School of Economics and Political Science 2005 — 2005
Bachelor's degree, Finance
Arthur J. Gallagher & Co. November 2014 - Present
Marsh August 2014 - November 2014
Marsh April 2013 - November 2014
Marsh July 2009 - April 2013
Marsh July 2007 - July 2009
Merrill Lynch Investment Managers June 2006 - June 2007
Skills
Brokers, Property & Casualty..., Underwriting, Insurance, Liability, Casualty, Professional Liability, Captives, Workers Compensation, Commercial Insurance, Risk Management, Legal Liability, Employment Practices..., D&O, Financial Risk, Health Insurance, General Insurance, Claim, Financial Analysis, Employee Benefits, Reinsurance, Insurance Brokerage, Commercial Lines
Education
Santa Clara University 2003 — 2007
Bachelor's degree, Finance, General
London School of Economics and Political Science 2005 — 2005
Bachelor's degree, Finance
Robert Sabatino Robert Sabatino's Merrill Lynch Investment Managers Experience May 1995 - October 2000
Job Managing Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management July 2015 - Present
UBS Global Asset Management October 2000 - Present
Merrill Lynch Investment Managers May 1995 - October 2000
merrill lynch 1995 - 2000
Skills
Fixed Income, Treasury Management, Bonds, Money Market, Liquidity Management, Capital Markets, Bloomberg, Trading, Cash Management, Asset Managment, Mutual Funds
Education
Providence College 1991 — 1995
BS, Finance
UBS Global Asset Management July 2015 - Present
UBS Global Asset Management October 2000 - Present
Merrill Lynch Investment Managers May 1995 - October 2000
merrill lynch 1995 - 2000
Skills
Fixed Income, Treasury Management, Bonds, Money Market, Liquidity Management, Capital Markets, Bloomberg, Trading, Cash Management, Asset Managment, Mutual Funds
Education
Providence College 1991 — 1995
BS, Finance
Brian Miller, CFA Brian Miller, CFA's Merrill Lynch Investment Managers Experience 2005 - 2006
Job Vice President, Global Allocation Product Strategist at BlackRock
Industry Financial Services
Experience
BlackRock December 2011 - Present
BlackRock December 2010 - December 2011
BlackRock December 2007 - December 2010
BlackRock October 2006 - December 2007
Merrill Lynch Investment Managers 2005 - 2006
Skills
Asset Management, Fixed Income, Risk Management, Capital Markets, Mutual Funds, Portfolio Management, Trading Systems, Client Service, Investments, Asset Allocation, Financial Markets, Bloomberg, Business Analysis, Derivatives, Financial Analysis, Equities, Bass Guitar, Options, Analytics, Strategy, Financial Risk, Alternative Investments
Education
Penn State University 2001 — 2004
Bachelor of Science, Information Sciences and Technology
BlackRock December 2011 - Present
BlackRock December 2010 - December 2011
BlackRock December 2007 - December 2010
BlackRock October 2006 - December 2007
Merrill Lynch Investment Managers 2005 - 2006
Skills
Asset Management, Fixed Income, Risk Management, Capital Markets, Mutual Funds, Portfolio Management, Trading Systems, Client Service, Investments, Asset Allocation, Financial Markets, Bloomberg, Business Analysis, Derivatives, Financial Analysis, Equities, Bass Guitar, Options, Analytics, Strategy, Financial Risk, Alternative Investments
Education
Penn State University 2001 — 2004
Bachelor of Science, Information Sciences and Technology
Barry F.X. Smith Barry F.X. Smith's Merrill Lynch Investment Managers Experience June 1987 - September 2006
Job Chief Operating Officer, Americas Institutional Client Group at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors September 2012 - Present
State Street Global Advisors February 2010 - Present
BlackRock October 2006 - January 2010
Merrill Lynch Investment Managers June 1987 - September 2006
Skills
Global Cash Management, Asset Managment, Cash Management, Series 7, Mutual Funds, Series 63, Relationship Management, Separately Managed..., Series 24, Investment Management, Financial Services, Investment Advisory, Treasury Management, Series 6, Money Market, Cash, Institutional Sales
Education
Saint Anselm College 1983 — 1987
Bachelor of Arts (B.A.), Business/Financial Economics
Boston College High School 1979 — 1983
State Street Global Advisors September 2012 - Present
State Street Global Advisors February 2010 - Present
BlackRock October 2006 - January 2010
Merrill Lynch Investment Managers June 1987 - September 2006
Skills
Global Cash Management, Asset Managment, Cash Management, Series 7, Mutual Funds, Series 63, Relationship Management, Separately Managed..., Series 24, Investment Management, Financial Services, Investment Advisory, Treasury Management, Series 6, Money Market, Cash, Institutional Sales
Education
Saint Anselm College 1983 — 1987
Bachelor of Arts (B.A.), Business/Financial Economics
Boston College High School 1979 — 1983
Gashi Khadivi Gashi Khadivi's Merrill Lynch Investment Managers Experience 1998 - 1999
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2002 - Present
Citibank (Banamex USA) March 1999 - May 2002
Citibank (Banamex USA) March 1996 - August 1999
Merrill Lynch Investment Managers 1998 - 1999
Skills
Credit Analysis, Banking, Portfolio Management, Commercial Banking, Credit, Loans, Financial Analysis, Cash Management, Commercial Lending, Small Business Lending, Treasury Management, Financial Services, Retail Banking, Wealth Management, Mutual Funds, Risk Management, Finance, Loan Origination, Investment Banking, Relationship Management, Investments, Lines Of Credit, Cross Selling, Mortgage Lending, Consumer Lending, SBA, Underwriting, Credit Risk, Deposits, Mortgage Banking, Commercial Mortgages, Refinance, Credit Cards, Residential Mortgages, Financial Risk, Branch Management, Private Banking, Financial Structuring, Construction Loans, Asset Based Lending, FHA, Strategic Financial..., Middle Market, Asset Management, Capital Markets, Series 63, Retirement Planning, Series 7, Financial Advisory, Funding
Education
Roosevelt University
Fifth Third Bank May 2002 - Present
Citibank (Banamex USA) March 1999 - May 2002
Citibank (Banamex USA) March 1996 - August 1999
Merrill Lynch Investment Managers 1998 - 1999
Skills
Credit Analysis, Banking, Portfolio Management, Commercial Banking, Credit, Loans, Financial Analysis, Cash Management, Commercial Lending, Small Business Lending, Treasury Management, Financial Services, Retail Banking, Wealth Management, Mutual Funds, Risk Management, Finance, Loan Origination, Investment Banking, Relationship Management, Investments, Lines Of Credit, Cross Selling, Mortgage Lending, Consumer Lending, SBA, Underwriting, Credit Risk, Deposits, Mortgage Banking, Commercial Mortgages, Refinance, Credit Cards, Residential Mortgages, Financial Risk, Branch Management, Private Banking, Financial Structuring, Construction Loans, Asset Based Lending, FHA, Strategic Financial..., Middle Market, Asset Management, Capital Markets, Series 63, Retirement Planning, Series 7, Financial Advisory, Funding
Education
Roosevelt University
Christine Curnan's Merrill Lynch Investment Managers Experience October 1984 - October 2006
Job Director of Membership Development at Princeton Regional Chamber of Commerce
Industry Insurance
Experience
Princeton Regional Chamber of Commerce February 2015 - Present
Signature Title Agency June 2010 - January 2015
Merrill Lynch Investment Managers October 1984 - October 2006
Skills
Asset Managment, Direct Marketing, Investments, Equities, Mutual Funds, Portfolio Management, Credit, Asset Management, Financial Services, Relationship Management, Wealth Management, Fixed Income, Insurance, Strategic Financial..., Business Development, Title Insurance, Account Management, Social Networking, Networking, Executive Management, Loans, Finance, Risk Management, Strategy, Selling, Securities, Financial Planning, Sales
Education
St. Thomas Aquinas College 1980 — 1984
BS, Business Administration
Princeton Regional Chamber of Commerce February 2015 - Present
Signature Title Agency June 2010 - January 2015
Merrill Lynch Investment Managers October 1984 - October 2006
Skills
Asset Managment, Direct Marketing, Investments, Equities, Mutual Funds, Portfolio Management, Credit, Asset Management, Financial Services, Relationship Management, Wealth Management, Fixed Income, Insurance, Strategic Financial..., Business Development, Title Insurance, Account Management, Social Networking, Networking, Executive Management, Loans, Finance, Risk Management, Strategy, Selling, Securities, Financial Planning, Sales
Education
St. Thomas Aquinas College 1980 — 1984
BS, Business Administration
Raymond J. Kelly, CIMA Raymond J. Kelly, CIMA's Merrill Lynch Investment Managers Experience September 1998 - September 2006
Job External Wholesaler Regional Vice President at Advisors Capital Management
Industry Financial Services
Experience
Advisors Capital Management September 2015 - Present
Curian Capital March 2010 - September 2015
PNC Investments January 2010 - March 2010
Fidelity Investments Institutional Services Company, Inc. May 2007 - December 2008
Merrill Lynch Investment Managers September 1998 - September 2006
Merrill Lynch Investment Managers February 2002 - September 2003
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Financial Services, Investment Strategies, Management, Mutual Funds, Performance Management, Sales, Sales Management, Separately Managed..., Strategic Financial..., Securities, Financial Planning, Business Development, Series 7, Investments
Education
Pennsylvania State University 1992 — 1997
Liberal Arts
Advisors Capital Management September 2015 - Present
Curian Capital March 2010 - September 2015
PNC Investments January 2010 - March 2010
Fidelity Investments Institutional Services Company, Inc. May 2007 - December 2008
Merrill Lynch Investment Managers September 1998 - September 2006
Merrill Lynch Investment Managers February 2002 - September 2003
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Financial Services, Investment Strategies, Management, Mutual Funds, Performance Management, Sales, Sales Management, Separately Managed..., Strategic Financial..., Securities, Financial Planning, Business Development, Series 7, Investments
Education
Pennsylvania State University 1992 — 1997
Liberal Arts
Craig Hendrick Craig Hendrick's Merrill Lynch Investment Managers Experience July 1984 - June 1986
Job Accounting and Operations Consulting
Industry Financial Services
Experience
CKH Consulting LLC April 2012 - Present
Lombard Risk September 2011 - March 2012
Barclays Capital Inc. May 2000 - December 2010
Bankers Trust May 1989 - July 1999
Daiwa Securities July 1986 - April 1989
Merrill Lynch Investment Managers July 1984 - June 1986
Skills
Banking Operations, Investment Banking, International Project..., Collateral Management, Client Valuations, Financial Accounting, Client Liaison, Core Banking, Fixed Income, Project Management, Leadership, Management, Client, Mergers & Acquisitions, Risk Management, Capital Markets, Finance, Training, Analysis, Business Development, Credit, Derivatives, Securities, Executive Management, Strategic Planning, Back Office, Valuation, Business Planning
Education
State University of New York College at Oneonta 1981 — 1984
BS, Business, Economics and Accounting
Walt Whitman HS
CKH Consulting LLC April 2012 - Present
Lombard Risk September 2011 - March 2012
Barclays Capital Inc. May 2000 - December 2010
Bankers Trust May 1989 - July 1999
Daiwa Securities July 1986 - April 1989
Merrill Lynch Investment Managers July 1984 - June 1986
Skills
Banking Operations, Investment Banking, International Project..., Collateral Management, Client Valuations, Financial Accounting, Client Liaison, Core Banking, Fixed Income, Project Management, Leadership, Management, Client, Mergers & Acquisitions, Risk Management, Capital Markets, Finance, Training, Analysis, Business Development, Credit, Derivatives, Securities, Executive Management, Strategic Planning, Back Office, Valuation, Business Planning
Education
State University of New York College at Oneonta 1981 — 1984
BS, Business, Economics and Accounting
Walt Whitman HS
Inbar Robbins Inbar Robbins's Merrill Lynch Investment Managers Experience 2000 - 2002
Job Hebrew School Principal at Perrineville Jewish Center
Industry Information Technology and Services
Experience
Perrineville Jewish Center January 2014 - Present
4 BIZ LLC June 2008 - Present
Kreppel Tax Advisory Group January 2010 - March 2010
Merrill Lynch & Co April 2000 - December 2002
Merrill Lynch 2000 - 2002
Merrill Lynch Investment Managers 2000 - 2002
OFFITBANK, A Wachovia Company November 1999 - April 2000
Interpublic Group of Companies August 1999 - October 1999
Salomon Smith Barney Holdings, Inc July 1996 - August 1999
American Historical Publications December 1993 - August 1995
Education
New York University 1997 — 1998
MA, Communication Arts and Media
Queens College 1994 — 1996
BA, Communication Arts and Media
University of Massachusetts, Amherst 1992 — 1994
Associates, Communications
Queens College
Bachelor of Arts, Communication Arts and Media
University of Massachusetts, Amherst
Communications Arts and Media Major
Perrineville Jewish Center January 2014 - Present
4 BIZ LLC June 2008 - Present
Kreppel Tax Advisory Group January 2010 - March 2010
Merrill Lynch & Co April 2000 - December 2002
Merrill Lynch 2000 - 2002
Merrill Lynch Investment Managers 2000 - 2002
OFFITBANK, A Wachovia Company November 1999 - April 2000
Interpublic Group of Companies August 1999 - October 1999
Salomon Smith Barney Holdings, Inc July 1996 - August 1999
American Historical Publications December 1993 - August 1995
Education
New York University 1997 — 1998
MA, Communication Arts and Media
Queens College 1994 — 1996
BA, Communication Arts and Media
University of Massachusetts, Amherst 1992 — 1994
Associates, Communications
Queens College
Bachelor of Arts, Communication Arts and Media
University of Massachusetts, Amherst
Communications Arts and Media Major
Jay Sherby's Merrill Lynch Investment Managers Experience August 2005 - September 2006
Job Trooper
Industry Law Enforcement
Experience
New Jersey State Police January 2012 - Present
Albridge, an Affiliate of Pershing January 2010 - August 2011
BlackRock July 2007 - April 2009
Merrill Lynch October 2006 - June 2007
Merrill Lynch Investment Managers August 2005 - September 2006
Education
Rider University 2001 — 2005
Bachelor of Science in Business Administration, Finance
New Jersey State Police January 2012 - Present
Albridge, an Affiliate of Pershing January 2010 - August 2011
BlackRock July 2007 - April 2009
Merrill Lynch October 2006 - June 2007
Merrill Lynch Investment Managers August 2005 - September 2006
Education
Rider University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Michael Bebawi, CFP(R), CRPC(R) Michael Bebawi, CFP(R), CRPC(R)'s Merrill Lynch Investment Managers Experience February 2002 - December 2005
Job Vice President & Senior Financial Advisor at Merrill Lynch / B of A
Industry Financial Services
Experience
Merrill Lynch / Bank of America January 2006 - Present
Blackrock 2002 - 2006
Merrill Lynch Investment Managers February 2002 - December 2005
Skills
Series 7, Alternative Investments, Currency, Asset Allocation, Investments, Portfolio Management, Loan Origination, Strategic Financial..., Retirement Planning, Tax, Financial Advisory, Estate Planning, Financial Analysis, Retirement, Financial Risk, Insurance, Relationship Management, Finance, Wealth Management, Strategy, Securities, Investment Advisory, Mutual Funds, IRAs, Fixed Income, Financial Services, Series 63, Investment Strategies, Bonds, Options, Equities, Asset Management, Hedge Funds, Uniform Combined State..., Investment Management, FINRA, Capital Markets, Wealth Management..., ETFs, Financial Markets, Banking, Bloomberg, Trading, Series 24, Derivatives
Education
Rutgers University-New Brunswick 1998 — 2001
BA, Economics & Finance
South Brunswick High School 1989 — 1993
Merrill Lynch / Bank of America January 2006 - Present
Blackrock 2002 - 2006
Merrill Lynch Investment Managers February 2002 - December 2005
Skills
Series 7, Alternative Investments, Currency, Asset Allocation, Investments, Portfolio Management, Loan Origination, Strategic Financial..., Retirement Planning, Tax, Financial Advisory, Estate Planning, Financial Analysis, Retirement, Financial Risk, Insurance, Relationship Management, Finance, Wealth Management, Strategy, Securities, Investment Advisory, Mutual Funds, IRAs, Fixed Income, Financial Services, Series 63, Investment Strategies, Bonds, Options, Equities, Asset Management, Hedge Funds, Uniform Combined State..., Investment Management, FINRA, Capital Markets, Wealth Management..., ETFs, Financial Markets, Banking, Bloomberg, Trading, Series 24, Derivatives
Education
Rutgers University-New Brunswick 1998 — 2001
BA, Economics & Finance
South Brunswick High School 1989 — 1993
Jennifer Zipf Jennifer Zipf's Merrill Lynch Investment Managers Experience February 2001 - May 2004
Job Senior Marketing Associate at Cushman & Wakefield
Industry Writing and Editing
Experience
Cushman & Wakefield November 2012 - Present
Zeitbyte Digital Media May 2011 - August 2012
Inspire August 2008 - September 2009
MarketingNPV May 2004 - May 2008
Merrill Lynch Investment Managers February 2001 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2001
Recording for the Blind & Dyslexic March 1998 - September 1999
The Philip Lief Group 1996 - 1998
Skills
Marketing Strategy, Marketing Communications, Corporate Communications, Video Production, Content Development, Web Content, Marketing, Social Media, Event Management, Event Planning, Photoshop, Content Management, Social Media Marketing, Integrated Marketing, Speech Writing, Strategic Communications, Copywriting, Online Marketing, Newsletters, Direct Marketing, Public Relations, Brand Awareness, Creative Direction, Digital Media, Press Releases, Editing, Blogging
Education
Rider University 1991 — 1995
B.A., Journalism
Cushman & Wakefield November 2012 - Present
Zeitbyte Digital Media May 2011 - August 2012
Inspire August 2008 - September 2009
MarketingNPV May 2004 - May 2008
Merrill Lynch Investment Managers February 2001 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2001
Recording for the Blind & Dyslexic March 1998 - September 1999
The Philip Lief Group 1996 - 1998
Skills
Marketing Strategy, Marketing Communications, Corporate Communications, Video Production, Content Development, Web Content, Marketing, Social Media, Event Management, Event Planning, Photoshop, Content Management, Social Media Marketing, Integrated Marketing, Speech Writing, Strategic Communications, Copywriting, Online Marketing, Newsletters, Direct Marketing, Public Relations, Brand Awareness, Creative Direction, Digital Media, Press Releases, Editing, Blogging
Education
Rider University 1991 — 1995
B.A., Journalism
Scott Namowicz Scott Namowicz's Merrill Lynch Investment Managers Experience April 2000 - April 2006
Job Financial Services Business Technology Professional, Adjunct Professor
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Winthrop University August 2014 - Present
Bank of America April 2006 - June 2015
Merrill Lynch Investment Managers April 2000 - April 2006
Prudential Financial June 1998 - April 2000
Bloomberg LP September 1995 - June 1998
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
Masters
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelors, Finance
LPL Financial June 2015 - Present
Winthrop University August 2014 - Present
Bank of America April 2006 - June 2015
Merrill Lynch Investment Managers April 2000 - April 2006
Prudential Financial June 1998 - April 2000
Bloomberg LP September 1995 - June 1998
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
Masters
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelors, Finance
Michael Storer Michael Storer's Merrill Lynch Investment Managers Experience August 2000 - August 2003
Job Senior Regional Business Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners, LLC July 2007 - Present
New York Life Investment Management / Mainstay Investments August 2003 - June 2007
Merrill Lynch Investment Managers August 2000 - August 2003
John Hancock Financial Services October 1999 - August 2000
Skills
Retirement Planning, Retirement, Investment Advisory, Asset Allocation, Financial Advisory, Series 63, Fixed Annuities, Wealth Management, Investment Strategies, Asset Management, Strategic Financial..., Mutual Funds, Investments, Portfolio Management, Financial Services, 401k, Investment Management, ETFs
Education
Salem State College 1981 — 1986
BS, Business Administration
Northfield Mount Hermon School 1979 — 1980
College Preparatory, Liberal Arts and Sciences, General Studies and Humanities
Archbishop Williams High School 1975 — 1979
Symmetry Partners, LLC July 2007 - Present
New York Life Investment Management / Mainstay Investments August 2003 - June 2007
Merrill Lynch Investment Managers August 2000 - August 2003
John Hancock Financial Services October 1999 - August 2000
Skills
Retirement Planning, Retirement, Investment Advisory, Asset Allocation, Financial Advisory, Series 63, Fixed Annuities, Wealth Management, Investment Strategies, Asset Management, Strategic Financial..., Mutual Funds, Investments, Portfolio Management, Financial Services, 401k, Investment Management, ETFs
Education
Salem State College 1981 — 1986
BS, Business Administration
Northfield Mount Hermon School 1979 — 1980
College Preparatory, Liberal Arts and Sciences, General Studies and Humanities
Archbishop Williams High School 1975 — 1979
Jacqueline Rossell Waraksy Jacqueline Rossell Waraksy's Merrill Lynch Investment Managers Experience 1994 - 1999
Job
Industry Financial Services
Experience
BlackRock October 2012 - Present
Barclays August 2011 - November 2012
Barclays Capital April 2010 - August 2011
Tyco International January 2010 - April 2010
Merrill Lynch 2000 - January 2010
merrill lynch pierce fenner smith 1999 - 2000
Merrill Lynch Investment Managers 1994 - 1999
Deloitte & Touche 1992 - 1994
Dow Jones 1990 - 1992
Deloitte Haskins and Sells 1988 - 1990
Education
Rutgers University-New Brunswick 1984 — 1988
BS
Holy Cross High School
BlackRock October 2012 - Present
Barclays August 2011 - November 2012
Barclays Capital April 2010 - August 2011
Tyco International January 2010 - April 2010
Merrill Lynch 2000 - January 2010
merrill lynch pierce fenner smith 1999 - 2000
Merrill Lynch Investment Managers 1994 - 1999
Deloitte & Touche 1992 - 1994
Dow Jones 1990 - 1992
Deloitte Haskins and Sells 1988 - 1990
Education
Rutgers University-New Brunswick 1984 — 1988
BS
Holy Cross High School
Vivian DeBlasi Vivian DeBlasi's Merrill Lynch Investment Managers Experience 1969 - 2001
Job Owner, Gateway to the Hamptons Real Estate
Industry Real Estate
Experience
Gateway to the Hamptons Real Estate 2004 - Present
Merrill Lynch Asset Management 1982 - 2002
Merrill Lynch Investment Managers 1969 - 2001
Skills
Accredited Buyers..., Certified Buyers..., Certified Short Sales..., Short Sales, Sellers, REO, Investors, Condos, Rentals, First Time Home Buyers, Single Family Homes, Land, Real Estate, Real Estate Transactions, National Association of..., Investments, Investment Properties, Relocation, Referrals, Real Property, Commercial Real Estate, Foreclosures, Real Estate Development, Property, HUD, Buyers, Residential Homes, Buyer Representation, Townhomes, Listings, Move Up Buyers
Education
Rider University
MBA, Business
Rider University
BS, Finance
Gateway to the Hamptons Real Estate 2004 - Present
Merrill Lynch Asset Management 1982 - 2002
Merrill Lynch Investment Managers 1969 - 2001
Skills
Accredited Buyers..., Certified Buyers..., Certified Short Sales..., Short Sales, Sellers, REO, Investors, Condos, Rentals, First Time Home Buyers, Single Family Homes, Land, Real Estate, Real Estate Transactions, National Association of..., Investments, Investment Properties, Relocation, Referrals, Real Property, Commercial Real Estate, Foreclosures, Real Estate Development, Property, HUD, Buyers, Residential Homes, Buyer Representation, Townhomes, Listings, Move Up Buyers
Education
Rider University
MBA, Business
Rider University
BS, Finance
Geoffrey Crawley's Merrill Lynch Investment Managers Experience October 1999 - December 2002
Job Vice President Marketing at Staffing Synergies, LLC
Industry Staffing and Recruiting
Experience
FILLFOX August 2013 - Present
Staffing Synergies, Inc June 2010 - Present
Rand June 2010 - May 2012
The Auxiliary Board of Northwestern Memorial Hospital September 2004 - August 2011
Harris Bank July 2007 - November 2008
Harris Investor Services July 2005 - June 2007
BMO Harris Private Banking March 2003 - June 2005
Merrill Lynch Investment Managers October 1999 - December 2002
Merrill Lynch February 1997 - August 1999
Merrill Lynch July 1995 - February 1997
Skills
Customer Relations, Investments, New Business Development, Customer Service, Public Speaking, Sales Management, Leadership, Business Planning, Event Management, CRM, Strategy, Business Development, Training, Management, Marketing, Sales, Program Management, Human Resources, Coaching, Insurance
Education
Princeton University 1991 — 1995
B.A.
The Peddie School 1988 — 1991
Ben Hill Junior High School
Claywell Elementary School
FILLFOX August 2013 - Present
Staffing Synergies, Inc June 2010 - Present
Rand June 2010 - May 2012
The Auxiliary Board of Northwestern Memorial Hospital September 2004 - August 2011
Harris Bank July 2007 - November 2008
Harris Investor Services July 2005 - June 2007
BMO Harris Private Banking March 2003 - June 2005
Merrill Lynch Investment Managers October 1999 - December 2002
Merrill Lynch February 1997 - August 1999
Merrill Lynch July 1995 - February 1997
Skills
Customer Relations, Investments, New Business Development, Customer Service, Public Speaking, Sales Management, Leadership, Business Planning, Event Management, CRM, Strategy, Business Development, Training, Management, Marketing, Sales, Program Management, Human Resources, Coaching, Insurance
Education
Princeton University 1991 — 1995
B.A.
The Peddie School 1988 — 1991
Ben Hill Junior High School
Claywell Elementary School
Paige Walden Paige Walden's Merrill Lynch Investment Managers Experience 2000 - 2007
Job Contractor with the Federal Government through YRCI
Industry Government Administration
Experience
YRCI April 2013 - Present
Federal Practice Group September 2012 - Present
Contracted to the Administration for Children and Families April 2011 - July 2012
National Science Resources Center 2009 - 2011
Merrill Lynch Investment Managers 2000 - 2007
Skills
Administrative..., Process Improvement, Training, Microsoft Excel, Outlook, Policy, SDLC, Microsoft Office, Government, PowerPoint, Microsoft Word, Access, Office Management, Visio
Education
Norfolk State University 1984 — 1986
Business Administration and Management, General
University of Phoenix
YRCI April 2013 - Present
Federal Practice Group September 2012 - Present
Contracted to the Administration for Children and Families April 2011 - July 2012
National Science Resources Center 2009 - 2011
Merrill Lynch Investment Managers 2000 - 2007
Skills
Administrative..., Process Improvement, Training, Microsoft Excel, Outlook, Policy, SDLC, Microsoft Office, Government, PowerPoint, Microsoft Word, Access, Office Management, Visio
Education
Norfolk State University 1984 — 1986
Business Administration and Management, General
University of Phoenix
Michelle Smith Dressel Michelle Smith Dressel's Merrill Lynch Investment Managers Experience August 1991 - September 2006
Job Investment Management Professional
Industry Investment Management
Experience
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers August 1991 - September 2006
Skills
Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Bloomberg, Asset Management, Alternative Investments, Valuation
Education
Rider University 2000 — 2003
2003, MBA-Global Business
Rider University
BSBA, Finance
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers August 1991 - September 2006
Skills
Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Bloomberg, Asset Management, Alternative Investments, Valuation
Education
Rider University 2000 — 2003
2003, MBA-Global Business
Rider University
BSBA, Finance
Herb Paul Herb Paul's Merrill Lynch Investment Managers Experience 1988 - 2005
Job VP Household Operations at SARACORP
Industry Financial Services
Experience
SARACORP May 2005 - Present
MERRILL LYNCH INVESTMENT MANAGERS 1988 - 2005
First City Bank of Dallas January 1980 - May 1988
Education
Southern Methodist University 1991 — 1997
MLA, Liberal Arts
The University of Texas at Austin 1985 — 1987
MBA, Finance
University of North Texas 1961 — 1963
BBA, Banking & Finance
SARACORP May 2005 - Present
MERRILL LYNCH INVESTMENT MANAGERS 1988 - 2005
First City Bank of Dallas January 1980 - May 1988
Education
Southern Methodist University 1991 — 1997
MLA, Liberal Arts
The University of Texas at Austin 1985 — 1987
MBA, Finance
University of North Texas 1961 — 1963
BBA, Banking & Finance
Christina Collada's Merrill Lynch Investment Managers Experience March 2007 - June 2007
Job Local Guides Development Team Lead, Google Maps
Industry Internet
Experience
Google October 2014 - Present
Google April 2014 - October 2014
Google March 2013 - April 2014
Google (Contractor through Adecco) May 2011 - November 2012
Trees By Bike 2009 - January 2012
Google February 2011 - May 2011
Cubanisimo Vineyards April 2007 - March 2011
Portland State University June 2007 - July 2007
Merrill Lynch Investment Managers March 2007 - June 2007
Schwindt & Co February 2005 - March 2007
Skills
Social Media, Community Management, Facebook, Social Networking, Event Planning, Event Management, Team Leadership, Cross-functional Team..., Project Management, Software Project..., Product Management, Project Planning, Product Marketing, Technical Project..., Analytics, Marketing, Public Relations, Community Engagement, CRM, Strategy, Social Networking Sites, Google+, Corporate Events, Budgets, Analysis, Digital Marketing, E-commerce, Graphic Design, Business Strategy, Google Docs, Google Apps, User Experience, Leadership, Performance Metrics, Data Quality, Brand Management, Brand Consistency, Google Analytics, Content Management, Agile Project Management
Education
Portland State University 2004 — 2007
BA, Economics
West Salem High School 2003 — 2003
HS Diploma, NA
Google October 2014 - Present
Google April 2014 - October 2014
Google March 2013 - April 2014
Google (Contractor through Adecco) May 2011 - November 2012
Trees By Bike 2009 - January 2012
Google February 2011 - May 2011
Cubanisimo Vineyards April 2007 - March 2011
Portland State University June 2007 - July 2007
Merrill Lynch Investment Managers March 2007 - June 2007
Schwindt & Co February 2005 - March 2007
Skills
Social Media, Community Management, Facebook, Social Networking, Event Planning, Event Management, Team Leadership, Cross-functional Team..., Project Management, Software Project..., Product Management, Project Planning, Product Marketing, Technical Project..., Analytics, Marketing, Public Relations, Community Engagement, CRM, Strategy, Social Networking Sites, Google+, Corporate Events, Budgets, Analysis, Digital Marketing, E-commerce, Graphic Design, Business Strategy, Google Docs, Google Apps, User Experience, Leadership, Performance Metrics, Data Quality, Brand Management, Brand Consistency, Google Analytics, Content Management, Agile Project Management
Education
Portland State University 2004 — 2007
BA, Economics
West Salem High School 2003 — 2003
HS Diploma, NA
J.T. Sheehan's Merrill Lynch Investment Managers Experience May 2008 - August 2008
Job Regional Sales Director/ Internal Mutual Fund Wholesaler at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments September 2014 - Present
Hennion & Walsh January 2013 - August 2014
Hennion & Walsh October 2011 - December 2012
Atlantic Health May 2010 - August 2010
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Fixed Income, Financial Services, Sales, CRM, Microsoft CRM, Microsoft Office, Finance, PowerPoint, Microsoft Word, Series 7, Public Speaking, Financial Analysis, Investments, Management, Event Planning, Microsoft Excel, Series 63, Marketing Communications, Research, Asset Management, Mutual Funds
Education
Saint Bonaventure University 2007 — 2011
Bachelors, Finance
Columbia Threadneedle Investments September 2014 - Present
Hennion & Walsh January 2013 - August 2014
Hennion & Walsh October 2011 - December 2012
Atlantic Health May 2010 - August 2010
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Fixed Income, Financial Services, Sales, CRM, Microsoft CRM, Microsoft Office, Finance, PowerPoint, Microsoft Word, Series 7, Public Speaking, Financial Analysis, Investments, Management, Event Planning, Microsoft Excel, Series 63, Marketing Communications, Research, Asset Management, Mutual Funds
Education
Saint Bonaventure University 2007 — 2011
Bachelors, Finance
Laura Howard, CIMA's Merrill Lynch Investment Managers Experience 1999 - 2003
Job Vice President at TCW
Industry Financial Services
Experience
TCW July 2006 - Present
Wells Fargo Private Client Services 2004 - 2006
Merrill Lynch Investment Managers 1999 - 2003
Furman Selz Capital Management 1997 - 1999
Prudential Securities 1992 - 1997
Skills
Investment Strategies, Series 7, Investment Management, Investments, Series 63, Asset Allocation, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Portfolio Management, Alternative Investments, ETFs, Separately Managed..., Fixed Income, Investment Advisory
Education
San Diego State University-California State University
B.S. Business Administration - Finance
TCW July 2006 - Present
Wells Fargo Private Client Services 2004 - 2006
Merrill Lynch Investment Managers 1999 - 2003
Furman Selz Capital Management 1997 - 1999
Prudential Securities 1992 - 1997
Skills
Investment Strategies, Series 7, Investment Management, Investments, Series 63, Asset Allocation, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Portfolio Management, Alternative Investments, ETFs, Separately Managed..., Fixed Income, Investment Advisory
Education
San Diego State University-California State University
B.S. Business Administration - Finance
Cheryl Jones, SPHR's Merrill Lynch Investment Managers Experience June 2005 - October 2006
Job HR Business Partner at Munich Reinsurance America, Inc.
Industry Financial Services
Experience
Munich Reinsurance America, Inc. August 2014 - Present
Ocwen Financial Corporation (acquired GMAC ResCap Feb 2013) July 2012 - August 2014
Blackrock October 2006 - July 2012
Merrill Lynch Investment Managers June 2005 - October 2006
Skills
Talent Management, Employee Relations, Performance Management, Relationship Management, Onboarding, Coaching, Succession Planning, Human Resources, Recruiting, Employee Benefits, Financial Services, Mergers & Acquisitions, Change Management, Workforce Planning, Employee Engagement, PeopleSoft, Vendor Management, Talent Acquisition, Leadership, HRIS, Personnel Management, HR Policies, Deferred Compensation, Organizational Design, College Recruiting, HR Consulting, Interviews, Benefits Administration
Education
Rider University
Bachelor of Science, Human Resources
Munich Reinsurance America, Inc. August 2014 - Present
Ocwen Financial Corporation (acquired GMAC ResCap Feb 2013) July 2012 - August 2014
Blackrock October 2006 - July 2012
Merrill Lynch Investment Managers June 2005 - October 2006
Skills
Talent Management, Employee Relations, Performance Management, Relationship Management, Onboarding, Coaching, Succession Planning, Human Resources, Recruiting, Employee Benefits, Financial Services, Mergers & Acquisitions, Change Management, Workforce Planning, Employee Engagement, PeopleSoft, Vendor Management, Talent Acquisition, Leadership, HRIS, Personnel Management, HR Policies, Deferred Compensation, Organizational Design, College Recruiting, HR Consulting, Interviews, Benefits Administration
Education
Rider University
Bachelor of Science, Human Resources
Stephanie Borusiewicz Stephanie Borusiewicz's Merrill Lynch Investment Managers Experience 2005 - 2005
Job Senior Manager at Kelmar Associates
Industry Financial Services
Experience
Kelmar Associates November 2013 - Present
Kelmar Associates January 2012 - November 2013
Kelmar Associates March 2010 - December 2011
Qualcomm 2008 - 2009
KPMG 2006 - 2008
Merrill Lynch Investment Managers 2005 - 2005
Skills
Auditing, Financial Analysis, Internal Audit, Data Analysis, Internal Controls, Practice Development, Creation Of Training..., Project Management, Research, Financial Reporting, Sarbanes-Oxley, Escheatment, Business Development, Client Relations Skills, Event Management, SEC filings, Microsoft Office, Marketing, Management, Risk Management, Microsoft Excel, Process Improvement, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Marketing
Penn State University
B.S., Finance
Kelmar Associates November 2013 - Present
Kelmar Associates January 2012 - November 2013
Kelmar Associates March 2010 - December 2011
Qualcomm 2008 - 2009
KPMG 2006 - 2008
Merrill Lynch Investment Managers 2005 - 2005
Skills
Auditing, Financial Analysis, Internal Audit, Data Analysis, Internal Controls, Practice Development, Creation Of Training..., Project Management, Research, Financial Reporting, Sarbanes-Oxley, Escheatment, Business Development, Client Relations Skills, Event Management, SEC filings, Microsoft Office, Marketing, Management, Risk Management, Microsoft Excel, Process Improvement, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Marketing
Penn State University
B.S., Finance
Jaimin Patel Jaimin Patel's Merrill Lynch Investment Managers Experience September 2000 - September 2006
Job Senior Fixed Income Strategist
Industry Banking
Experience
Bloomberg Intelligence 2014 - Present
SG Americas Securities April 2010 - 2014
Bank of America September 2008 - March 2010
Citi Group September 2006 - September 2008
Merrill Lynch Investment Managers September 2000 - September 2006
JPMorgan Chase 1989 - 2000
Skills
Fixed Income, Capital Markets, Derivatives, Structured Products, Hedge Funds, Investment Banking, Equities, Bonds, Private Equity, Structured Finance, Credit, Trading, Investments, Bloomberg, Analysis, Loans, Portfolio Management, Investment Management, High Yield
Education
The London School of Economics and Political Science (LSE) 1977 — 1980
BSc, Economics
New York University
MS, Statistics/Operations Research
Bloomberg Intelligence 2014 - Present
SG Americas Securities April 2010 - 2014
Bank of America September 2008 - March 2010
Citi Group September 2006 - September 2008
Merrill Lynch Investment Managers September 2000 - September 2006
JPMorgan Chase 1989 - 2000
Skills
Fixed Income, Capital Markets, Derivatives, Structured Products, Hedge Funds, Investment Banking, Equities, Bonds, Private Equity, Structured Finance, Credit, Trading, Investments, Bloomberg, Analysis, Loans, Portfolio Management, Investment Management, High Yield
Education
The London School of Economics and Political Science (LSE) 1977 — 1980
BSc, Economics
New York University
MS, Statistics/Operations Research
Peter Mathern Peter Mathern's Merrill Lynch Investment Managers Experience 2000 - 2007
Job FX and Derivatives Trader at BlackRock
Industry Financial Services
Experience
BlackRock 2010 - Present
Merrill Lynch Investment Managers 2000 - 2007
Prudential 1987 - 2000
Education
Rutgers University-New Brunswick 1983 — 1987
BS, Business Economics
BlackRock 2010 - Present
Merrill Lynch Investment Managers 2000 - 2007
Prudential 1987 - 2000
Education
Rutgers University-New Brunswick 1983 — 1987
BS, Business Economics
Donna Lee Weber Donna Lee Weber's Merrill Lynch Investment Managers Experience October 2000 - December 2000
Job CoFounder, Info4Disasters
Industry Information Technology and Services
Experience
Info4Disasters January 2011 - Present
Independent June 2009 - Present
Independent Contractor March 2009 - Present
Humanity Road, Inc. January 2010 - January 2011
Keane, Inc. March 2004 - March 2009
JPMorgan Chase 2001 - 2004
Computershare 2000 - 2004
Merrill Lynch Investment Managers October 2000 - December 2000
Long Island College Hospital October 1992 - March 2000
MG&G Advertising 1999 - 2000
Skills
Social Networking..., Interviewing Subject..., Communicating with..., Infection Control, EMR, First Aid, Healthcare, Interviewing, Proposal Writing, Online Social Networking, Social Media, Public Speaking, Communication, Editing, Interviews, Strategic Planning, Blogging, Social Networking, Program Management, Strategic Communications, Fundraising, Management, Emergency Management, Start-ups, Training, Policy, Nonprofits, Program Development, Entrepreneurship, Marketing, International Relations, WordPress, Community Development, Advertising
Education
State University of New York at Oswego
BA, Sociology with Social Work & Public Justice concentration
Info4Disasters January 2011 - Present
Independent June 2009 - Present
Independent Contractor March 2009 - Present
Humanity Road, Inc. January 2010 - January 2011
Keane, Inc. March 2004 - March 2009
JPMorgan Chase 2001 - 2004
Computershare 2000 - 2004
Merrill Lynch Investment Managers October 2000 - December 2000
Long Island College Hospital October 1992 - March 2000
MG&G Advertising 1999 - 2000
Skills
Social Networking..., Interviewing Subject..., Communicating with..., Infection Control, EMR, First Aid, Healthcare, Interviewing, Proposal Writing, Online Social Networking, Social Media, Public Speaking, Communication, Editing, Interviews, Strategic Planning, Blogging, Social Networking, Program Management, Strategic Communications, Fundraising, Management, Emergency Management, Start-ups, Training, Policy, Nonprofits, Program Development, Entrepreneurship, Marketing, International Relations, WordPress, Community Development, Advertising
Education
State University of New York at Oswego
BA, Sociology with Social Work & Public Justice concentration
Wayne Maszewski Wayne Maszewski's Merrill Lynch Investment Managers Experience May 2000 - December 2001
Job IT Hub Service Manager at Munich Reinsurance America, Inc.
Industry Insurance
Experience
Munich Re America, Inc. January 2010 - Present
Munich Reinsurance America, Inc. March 2006 - December 2009
Munich Re America March 2006 - December 2009
Munich Reinsurance America, Inc. September 2003 - March 2006
Matlen Silver 2003 - 2003
Churchill & Harriman 2002 - 2003
Merrill Lynch Investment Managers May 2000 - December 2001
Munich Reinsurance America, Inc. January 1996 - May 2000
American Re-Insurance January 1995 - January 1996
American Re-Insurance March 1988 - January 1995
Skills
Disaster Recovery, IT Operations, Project Planning, Project Management, ITIL, IT Infrastructure..., IT Service Delivery, Insurance, Business Continuity, Risk Management, PMO, Change Management, Process Improvement, SDLC, Vendor Management, IT Audit, Business Continuity..., Reinsurance, Business Analysis, Infrastructure, Program Management, Data Center, Information Technology, Outsourcing, Security
Education
New York University 1986 — 1986
Certificate
New York Institute of Technology 1976 — 1980
BS
Huntington High School 1972 — 1976
H.S.
Munich Re America, Inc. January 2010 - Present
Munich Reinsurance America, Inc. March 2006 - December 2009
Munich Re America March 2006 - December 2009
Munich Reinsurance America, Inc. September 2003 - March 2006
Matlen Silver 2003 - 2003
Churchill & Harriman 2002 - 2003
Merrill Lynch Investment Managers May 2000 - December 2001
Munich Reinsurance America, Inc. January 1996 - May 2000
American Re-Insurance January 1995 - January 1996
American Re-Insurance March 1988 - January 1995
Skills
Disaster Recovery, IT Operations, Project Planning, Project Management, ITIL, IT Infrastructure..., IT Service Delivery, Insurance, Business Continuity, Risk Management, PMO, Change Management, Process Improvement, SDLC, Vendor Management, IT Audit, Business Continuity..., Reinsurance, Business Analysis, Infrastructure, Program Management, Data Center, Information Technology, Outsourcing, Security
Education
New York University 1986 — 1986
Certificate
New York Institute of Technology 1976 — 1980
BS
Huntington High School 1972 — 1976
H.S.
Frederick Gomez, CFP® Frederick Gomez, CFP®'s Merrill Lynch Investment Managers Experience 2003 - 2005
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments July 2012 - March 2014
Northern Burlington Regional Chamber of Commerce May 2011 - May 2013
Wells Fargo Advisors, LLC March 2008 - August 2012
BlackRock 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Lord Abbett 1999 - 2003
US Government 1992 - 1994
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Fidelity Investments March 2014 - Present
Fidelity Investments July 2012 - March 2014
Northern Burlington Regional Chamber of Commerce May 2011 - May 2013
Wells Fargo Advisors, LLC March 2008 - August 2012
BlackRock 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Lord Abbett 1999 - 2003
US Government 1992 - 1994
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Clara Ramirez, PHR Clara Ramirez, PHR's Merrill Lynch Investment Managers Experience February 2001 - October 2006
Job Human Resources Professional
Industry Pharmaceuticals
Experience
Otsuka Pharmaceutical Companies (U.S.) May 2013 - September 2013
Bristol-Myers Squibb March 2010 - March 2013
Princeton Toastmasters Club July 2009 - June 2010
BlackRock October 2006 - May 2009
Merrill Lynch Investment Managers February 2001 - October 2006
Barnes & Noble August 1997 - February 2001
AIG, Interamericana de Seguros, Bogota, Colombia 1996 - 1997
Skills
Process Improvement, Training, College Recruiting, Human Resources, Employee Engagement, Project Management, Orientation Programs, Recruiting, Talent Management, Talent Acquisition, Personnel Management, Leadership, Analysis, Performance Management, Program Management, Leadership Development, Project Planning, Management, Employee Training, Vendor Management, Team Building, Change Management
Education
BCC/AptoLean 2013 — 2013
Adaptive Lean Six Sigma Trained Green Belt
SHRM 2010 — 2010
PHR Certification (Professional in Human Resources)
Rutgers University-New Brunswick 2004 — 2006
Certificate, Human Resources Management Essentials
Rutgers University-New Brunswick 2000 — 2001
Certificate, Business Fundamentals
Universidad Santo Tomás
BA, Economics, Business Administration
Otsuka Pharmaceutical Companies (U.S.) May 2013 - September 2013
Bristol-Myers Squibb March 2010 - March 2013
Princeton Toastmasters Club July 2009 - June 2010
BlackRock October 2006 - May 2009
Merrill Lynch Investment Managers February 2001 - October 2006
Barnes & Noble August 1997 - February 2001
AIG, Interamericana de Seguros, Bogota, Colombia 1996 - 1997
Skills
Process Improvement, Training, College Recruiting, Human Resources, Employee Engagement, Project Management, Orientation Programs, Recruiting, Talent Management, Talent Acquisition, Personnel Management, Leadership, Analysis, Performance Management, Program Management, Leadership Development, Project Planning, Management, Employee Training, Vendor Management, Team Building, Change Management
Education
BCC/AptoLean 2013 — 2013
Adaptive Lean Six Sigma Trained Green Belt
SHRM 2010 — 2010
PHR Certification (Professional in Human Resources)
Rutgers University-New Brunswick 2004 — 2006
Certificate, Human Resources Management Essentials
Rutgers University-New Brunswick 2000 — 2001
Certificate, Business Fundamentals
Universidad Santo Tomás
BA, Economics, Business Administration
Julian B. Gottesman's Merrill Lynch Investment Managers Experience October 1999 - June 2000
Job Chief Information Officer
Industry Information Technology and Services
Experience
DRA Imaging P.C. October 2011 - Present
DRA Imaging P.C. October 2009 - October 2011
Stony Brook University April 2009 - April 2009
Goldman Sachs December 2000 - January 2009
Handshake Dynamics June 2000 - December 2000
Merrill Lynch Investment Managers October 1999 - June 2000
Duff & Phelps Credit Ratings September 1998 - September 1999
Goldman Sachs September 1996 - August 1998
Pencom Software 1992 - 1994
Moody's 1989 - 1992
Skills
Business, Cloud Computing, Object Oriented Design, Agile Project Management, Project Management, Software Design, Software Project..., Software Quality..., Team Management, IT Outsourcing, Business Process Mapping, Business Process..., HL7, Database Design, Relational Databases, Public Speaking, Microsoft Office, Java, Cerner, Contract Negotiation, Capital Budgeting, Thought Leadership, Team Leadership, CIOs, Software Development, Pentaho, XML, Healthcare Management, Healthcare improvement, Health Information..., Business Analysis, IT Management, Strategy, Integration, PMP, IT Strategy, Business Intelligence, PMO, Process Improvement, Strategic Planning, Leadership, Management, Consulting, SDLC, Agile Methodologies, Information Technology
Education
University of Maryland University College 2014 — 2017
Master of Science (MS), Data Analytics
Pace University - Lubin School of Business 1987 — 1992
MBA, Finance
State University of New York at Albany 1980 — 1984
BS, Management Information Systems
DRA Imaging P.C. October 2011 - Present
DRA Imaging P.C. October 2009 - October 2011
Stony Brook University April 2009 - April 2009
Goldman Sachs December 2000 - January 2009
Handshake Dynamics June 2000 - December 2000
Merrill Lynch Investment Managers October 1999 - June 2000
Duff & Phelps Credit Ratings September 1998 - September 1999
Goldman Sachs September 1996 - August 1998
Pencom Software 1992 - 1994
Moody's 1989 - 1992
Skills
Business, Cloud Computing, Object Oriented Design, Agile Project Management, Project Management, Software Design, Software Project..., Software Quality..., Team Management, IT Outsourcing, Business Process Mapping, Business Process..., HL7, Database Design, Relational Databases, Public Speaking, Microsoft Office, Java, Cerner, Contract Negotiation, Capital Budgeting, Thought Leadership, Team Leadership, CIOs, Software Development, Pentaho, XML, Healthcare Management, Healthcare improvement, Health Information..., Business Analysis, IT Management, Strategy, Integration, PMP, IT Strategy, Business Intelligence, PMO, Process Improvement, Strategic Planning, Leadership, Management, Consulting, SDLC, Agile Methodologies, Information Technology
Education
University of Maryland University College 2014 — 2017
Master of Science (MS), Data Analytics
Pace University - Lubin School of Business 1987 — 1992
MBA, Finance
State University of New York at Albany 1980 — 1984
BS, Management Information Systems
Gloria Nelson Gloria Nelson's Merrill Lynch Investment Managers Experience 2000 - 2001
Job Financial Services Consultant
Industry Financial Services
Experience
Afton Marketing 2009 - Present
The North Highland Company 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2012
Merrill Lynch 1987 - 2008
Merrill Lynch Investment Managers 2000 - 2001
Skills
Asset Management, Investments, Segmentation, Product Development, Marketing Strategy, Integrated Marketing, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Retirement, Competitive Intelligence, Product Management, Performance Measurement, Strategy Development, Market Research, Strategic Analysis, Securities, Competitive Analysis, Product Marketing, Client Retention, Strategic Planning, Business Planning, Strategic Thinking, Asset Managment, Strategy, Analysis, Leadership, Cross-functional Team..., Wealth Management, Management, Risk Management, Financial Services, Strategic Partnerships, Business Intelligence, Portfolio Management, Marketing, Mergers & Acquisitions, Training, Management Consulting, Financial Modeling, Analytics, Pensions, Relationship Management, Executive Management, Finance, Retirement Planning, Private Equity, Equities
Education
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
Virginia Commonwealth University - Graduate School of Business
MBA
Pennsylvania State University
Bachelor of Science (B.S.)
Univeristy of Pennsylvania - The Wharton School
Securities Industry Institute
Afton Marketing 2009 - Present
The North Highland Company 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2012
Merrill Lynch 1987 - 2008
Merrill Lynch Investment Managers 2000 - 2001
Skills
Asset Management, Investments, Segmentation, Product Development, Marketing Strategy, Integrated Marketing, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Retirement, Competitive Intelligence, Product Management, Performance Measurement, Strategy Development, Market Research, Strategic Analysis, Securities, Competitive Analysis, Product Marketing, Client Retention, Strategic Planning, Business Planning, Strategic Thinking, Asset Managment, Strategy, Analysis, Leadership, Cross-functional Team..., Wealth Management, Management, Risk Management, Financial Services, Strategic Partnerships, Business Intelligence, Portfolio Management, Marketing, Mergers & Acquisitions, Training, Management Consulting, Financial Modeling, Analytics, Pensions, Relationship Management, Executive Management, Finance, Retirement Planning, Private Equity, Equities
Education
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
Virginia Commonwealth University - Graduate School of Business
MBA
Pennsylvania State University
Bachelor of Science (B.S.)
Univeristy of Pennsylvania - The Wharton School
Securities Industry Institute
Brett Walsh, CIMA® Brett Walsh, CIMA®'s Merrill Lynch Investment Managers Experience 2005 - 2006
Job Head of Advisor Services at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
BlackRock October 2006 - May 2014
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch November 2002 - February 2005
Merrill Lynch March 2000 - November 2002
Skills
Variable Annuities, Investments, Financial Services, Mutual Funds
Education
Rider University 2006 — 2009
MBA, Finance
Rider University
BA
Salisbury University
BlackRock May 2014 - Present
BlackRock October 2006 - May 2014
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch November 2002 - February 2005
Merrill Lynch March 2000 - November 2002
Skills
Variable Annuities, Investments, Financial Services, Mutual Funds
Education
Rider University 2006 — 2009
MBA, Finance
Rider University
BA
Salisbury University
Brian Dunlap's Merrill Lynch Investment Managers Experience 2006 - 2006
Job Internal Advisor Consultant at BlackRock
Industry Financial Services
Experience
BlackRock August 2009 - Present
BlackRock July 2007 - Present
BlackRock 2007 - Present
BlackRock July 2007 - July 2009
Penn State University, Smeal College of Business 2002 - 2007
Merrill Lynch Investment Managers 2006 - 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Sales Presentations, Client Facing Skills, Wealth Management..., ETFs, Asset Management, Securities, Investment Strategies, Separately Managed..., Microsoft Excel, Investments, Presentations, Travel, Consultative Sales..., Consultative Selling..., Portfolio Construction, Liquid Alternative Funds
Education
Penn State University 2002 — 2007
Bachelor of Science, Finance
Penn State University
Bachelor of Science (BS), Finance, General
BlackRock August 2009 - Present
BlackRock July 2007 - Present
BlackRock 2007 - Present
BlackRock July 2007 - July 2009
Penn State University, Smeal College of Business 2002 - 2007
Merrill Lynch Investment Managers 2006 - 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Sales Presentations, Client Facing Skills, Wealth Management..., ETFs, Asset Management, Securities, Investment Strategies, Separately Managed..., Microsoft Excel, Investments, Presentations, Travel, Consultative Sales..., Consultative Selling..., Portfolio Construction, Liquid Alternative Funds
Education
Penn State University 2002 — 2007
Bachelor of Science, Finance
Penn State University
Bachelor of Science (BS), Finance, General
Karen Troiano, CFA, MBA Karen Troiano, CFA, MBA's Merrill Lynch Investment Managers Experience November 1994 - February 2005
Job Portfolio Manager at Altman Investment Management
Industry Financial Services
Experience
Altman Investment Management January 2007 - Present
Merrill Lynch Investment Managers November 1994 - February 2005
Skills
Portfolio Management, Equities
Education
Rider University 1989 — 1994
MBA, Business Administration
Altman Investment Management January 2007 - Present
Merrill Lynch Investment Managers November 1994 - February 2005
Skills
Portfolio Management, Equities
Education
Rider University 1989 — 1994
MBA, Business Administration
Dan Szemis Dan Szemis's Merrill Lynch Investment Managers Experience February 1996 - December 2001
Job Managing Director at Chilton Investment Company
Industry Investment Management
Experience
Chilton Investment Company January 2002 - June 2014
Merrill Lynch Investment Managers February 1996 - December 2001
Prudential Investments January 1984 - February 1996
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1977 — 1981
B.S., Marketing Management
Chilton Investment Company January 2002 - June 2014
Merrill Lynch Investment Managers February 1996 - December 2001
Prudential Investments January 1984 - February 1996
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1977 — 1981
B.S., Marketing Management
Janice Hall Janice Hall's Merrill Lynch Investment Managers Experience January 1999 - July 2005
Job
Industry Financial Services
Experience
Beam Reach Capital July 2007 - Present
Merrill Lynch July 2005 - July 2007
Merrill Lynch Investment Managers January 1999 - July 2005
Merrill Lynch January 1998 - January 1999
Merrill Lynch Europe February 1995 - January 1998
Merrill Lynch August 1994 - February 1995
Credit Suisse First Boston June 1993 - September 1993
Benham Capital Management Group April 1988 - May 1992
Vestek Systems Inc September 1987 - April 1988
ANSER February 1985 - December 1985
Skills
Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Equities, Derivatives, Structured Products, Fixed Income, Investment Banking, Trading, Bloomberg, Mutual Funds, Series 7, Capital Markets, Asset Management, Bonds, Due Diligence, Fund Of Funds, Investment Management, Trading Strategies, Asset Allocation, Funding, Restructuring, Swaps, Strategy, Investment Strategies, Emerging Markets, Securitization, Options, Financial Markets, Equity Research, Securities, Private Equity
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and International Management
The Joseph H. Lauder Institute of Management & International Studies, University of Pennsylvania 1992 — 1994
MA, Concentration in European Management and French
Stanford University 1985 — 1988
MS EES, Engineering-Economics Systems
University of Michigan 1980 — 1984
BS IOE, Industrial and Operations Engineering - Operations Research
Beam Reach Capital July 2007 - Present
Merrill Lynch July 2005 - July 2007
Merrill Lynch Investment Managers January 1999 - July 2005
Merrill Lynch January 1998 - January 1999
Merrill Lynch Europe February 1995 - January 1998
Merrill Lynch August 1994 - February 1995
Credit Suisse First Boston June 1993 - September 1993
Benham Capital Management Group April 1988 - May 1992
Vestek Systems Inc September 1987 - April 1988
ANSER February 1985 - December 1985
Skills
Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Equities, Derivatives, Structured Products, Fixed Income, Investment Banking, Trading, Bloomberg, Mutual Funds, Series 7, Capital Markets, Asset Management, Bonds, Due Diligence, Fund Of Funds, Investment Management, Trading Strategies, Asset Allocation, Funding, Restructuring, Swaps, Strategy, Investment Strategies, Emerging Markets, Securitization, Options, Financial Markets, Equity Research, Securities, Private Equity
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and International Management
The Joseph H. Lauder Institute of Management & International Studies, University of Pennsylvania 1992 — 1994
MA, Concentration in European Management and French
Stanford University 1985 — 1988
MS EES, Engineering-Economics Systems
University of Michigan 1980 — 1984
BS IOE, Industrial and Operations Engineering - Operations Research
Matthew Bratton Matthew Bratton's Merrill Lynch Investment Managers Experience January 2010 - May 2010
Job Financial Analyst at PRG
Industry Financial Services
Experience
PRG October 2011 - Present
Merrill Lynch Investment Managers January 2010 - May 2010
St. John's University Executive-in-Residence Program September 2009 - May 2010
Lewistown Department of Park Recreation April 2003 - August 2009
Skills
Leadership, Finance, Management, Business Development, Financial Reporting, Valuation, Investments, Mergers & Acquisitions, Financial Analysis, Forecasting, Financial Modeling, Corporate Finance, Accounting, Budgets, Microsoft Excel, PowerPoint, Microsoft Office
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
B.S., Finance
PRG October 2011 - Present
Merrill Lynch Investment Managers January 2010 - May 2010
St. John's University Executive-in-Residence Program September 2009 - May 2010
Lewistown Department of Park Recreation April 2003 - August 2009
Skills
Leadership, Finance, Management, Business Development, Financial Reporting, Valuation, Investments, Mergers & Acquisitions, Financial Analysis, Forecasting, Financial Modeling, Corporate Finance, Accounting, Budgets, Microsoft Excel, PowerPoint, Microsoft Office
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
B.S., Finance
Lawrence Berman, CFA's Merrill Lynch Investment Managers Experience 1996 - August 2006
Job
Industry Investment Management
Experience
Neuberger Berman November 2006 - Present
Merrill Lynch Investment Managers 1996 - August 2006
Merrill Lynch September 1987 - July 1996
AT&T Bell Labs May 1984 - August 1987
Skills
Portfolio Management, Equities, Global Investment..., stock selection, Commodity, Telecommunications, Equity Research, Investments, Equity Valuation, Asset Managment, Capital Markets, Series 7, Valuation, Bloomberg, Mutual Funds, Securities, Stock Picking, Asset Allocation, Investment Management, Risk Management, Financial Modeling, Investment Strategies, Emerging Markets, Derivatives, Asset Management
Education
Stanford University 1978 — 1984
PhD, Engineering-Economic Systems
University of Illinois at Urbana-Champaign 1973 — 1975
MS, Electrical Engineering
University of California, Berkeley 1971 — 1973
AB, Mathematics
Neuberger Berman November 2006 - Present
Merrill Lynch Investment Managers 1996 - August 2006
Merrill Lynch September 1987 - July 1996
AT&T Bell Labs May 1984 - August 1987
Skills
Portfolio Management, Equities, Global Investment..., stock selection, Commodity, Telecommunications, Equity Research, Investments, Equity Valuation, Asset Managment, Capital Markets, Series 7, Valuation, Bloomberg, Mutual Funds, Securities, Stock Picking, Asset Allocation, Investment Management, Risk Management, Financial Modeling, Investment Strategies, Emerging Markets, Derivatives, Asset Management
Education
Stanford University 1978 — 1984
PhD, Engineering-Economic Systems
University of Illinois at Urbana-Champaign 1973 — 1975
MS, Electrical Engineering
University of California, Berkeley 1971 — 1973
AB, Mathematics
Diana (Prpić) Press's Merrill Lynch Investment Managers Experience May 1985 - May 1986
Job Project Manager
Industry Higher Education
Experience
English Studies Institute January 2007 - Present
Downtown Berkeley YMCA October 1998 - June 2011
Skillpath Seminars September 1995 - March 1998
Su Casa December 1991 - December 1993
Peace Corps April 1988 - April 1990
MKM Consulting June 1986 - January 1988
Merrill Lynch Investment Managers May 1985 - May 1986
Skills
Training & Development, Customer Service, Cross-cultural, Community Outreach, Curriculum Design, Events, Food, Higher Education, Microsoft Office, Non-profits, Nutrition, Sustainability, Youth Development, Renewable Energy, Nonprofits, Management, Project Management, Marketing, Staff Development, Fundraising, Event Planning, Research
Education
Graduate Theological Union 1993 — 1995
M.A., Comparative Religion
Northern Illinois University 1981 — 1985
BS, Finance
English Studies Institute January 2007 - Present
Downtown Berkeley YMCA October 1998 - June 2011
Skillpath Seminars September 1995 - March 1998
Su Casa December 1991 - December 1993
Peace Corps April 1988 - April 1990
MKM Consulting June 1986 - January 1988
Merrill Lynch Investment Managers May 1985 - May 1986
Skills
Training & Development, Customer Service, Cross-cultural, Community Outreach, Curriculum Design, Events, Food, Higher Education, Microsoft Office, Non-profits, Nutrition, Sustainability, Youth Development, Renewable Energy, Nonprofits, Management, Project Management, Marketing, Staff Development, Fundraising, Event Planning, Research
Education
Graduate Theological Union 1993 — 1995
M.A., Comparative Religion
Northern Illinois University 1981 — 1985
BS, Finance
Neena Jobanputra's Merrill Lynch Investment Managers Experience 1996 - 2003
Job Senior Project/Program Manager at Canon Financial Services, Inc.
Industry Financial Services
Experience
Canon Financial Services, Inc. October 2013 - Present
Barclays Investment Bank April 2013 - September 2013
Credit Suisse February 2009 - September 2012
UBS Investment Bank June 2007 - December 2008
Credit Suisse July 2003 - May 2007
Merrill Lynch Investment Managers 1996 - 2003
Education
Rider University
BS, Accounting/Computer Info System
Rizzieri Aveda School for Beauty and Wellness
Cosmetology License
Canon Financial Services, Inc. October 2013 - Present
Barclays Investment Bank April 2013 - September 2013
Credit Suisse February 2009 - September 2012
UBS Investment Bank June 2007 - December 2008
Credit Suisse July 2003 - May 2007
Merrill Lynch Investment Managers 1996 - 2003
Education
Rider University
BS, Accounting/Computer Info System
Rizzieri Aveda School for Beauty and Wellness
Cosmetology License
Justin Styles's Merrill Lynch Investment Managers Experience June 2004 - October 2006
Job Investment Management Consultant at iShares
Industry Financial Services
Experience
iShares July 2012 - Present
Merrill Lynch June 2009 - July 2012
BlackRock Global Sales October 2006 - March 2009
BlackRock 2006 - 2009
Merrill Lynch 2004 - 2008
Merrill Lynch Investment Managers June 2004 - October 2006
BMW 2002 - 2002
Education
Penn State University 2000 — 2004
iShares July 2012 - Present
Merrill Lynch June 2009 - July 2012
BlackRock Global Sales October 2006 - March 2009
BlackRock 2006 - 2009
Merrill Lynch 2004 - 2008
Merrill Lynch Investment Managers June 2004 - October 2006
BMW 2002 - 2002
Education
Penn State University 2000 — 2004
Didier Drouinaud's Merrill Lynch Investment Managers Experience August 2002 - June 2004
Job Director at UBS AG
Industry Financial Services
Experience
UBS AG June 2004 - Present
Merrill Lynch Investment Managers August 2002 - June 2004
Education
New York University
UBS AG June 2004 - Present
Merrill Lynch Investment Managers August 2002 - June 2004
Education
New York University
Roy Trieu's Merrill Lynch Investment Managers Experience 2007 - Present
Job Sr. Developer at TRG
Industry Computer Software
Experience
Merrill Lynch August 2007 - Present
Merrill Lynch Investment Managers 2007 - Present
TRG Management May 2003 - August 2007
THE ROHATYN GROUP 2005 - 2007
Merrill Lynch May 2000 - June 2003
Tiger Management LLC February 2000 - May 2000
Banker Trust Company January 1996 - January 2000
Education
Pace University - Lubin School of Business 1990 — 1997
Merrill Lynch August 2007 - Present
Merrill Lynch Investment Managers 2007 - Present
TRG Management May 2003 - August 2007
THE ROHATYN GROUP 2005 - 2007
Merrill Lynch May 2000 - June 2003
Tiger Management LLC February 2000 - May 2000
Banker Trust Company January 1996 - January 2000
Education
Pace University - Lubin School of Business 1990 — 1997
Justin McLeroy's Merrill Lynch Investment Managers Experience 2005 - 2007
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock 2007 - Present
Merrill Lynch Investment Managers 2005 - 2007
Bank of America 1999 - 2005
Skills
Mutual Funds, Bloomberg, Business Operations, Hedge Funds, Equities, Fixed Income, Fund Administration
Education
Rider University
M.B.A., Finance
Rider University
B.S., Business Administration
BlackRock 2007 - Present
Merrill Lynch Investment Managers 2005 - 2007
Bank of America 1999 - 2005
Skills
Mutual Funds, Bloomberg, Business Operations, Hedge Funds, Equities, Fixed Income, Fund Administration
Education
Rider University
M.B.A., Finance
Rider University
B.S., Business Administration
Robert Kinney, CPA, MBA's Merrill Lynch Investment Managers Experience September 2005 - September 2006
Job VP Business Process Engineering
Industry Financial Services
Experience
Western Governors University January 2015 - Present
Wells Fargo July 2014 - Present
Educational Testing Service (ETS) October 2008 - July 2014
United Health Group September 2006 - September 2008
Merrill Lynch Investment Managers September 2005 - September 2006
NRG Energy June 2004 - September 2006
Princeton University September 1994 - June 2004
Skills
Lean Manufacturing, Management, Finance, Business Process, Payroll, Six Sigma, PeopleSoft, DMAIC, Strategy, Process Improvement, Business Process..., Cross-functional Team..., General Ledger, Change Management, Program Management, Project Management, Training, Quality Management, Visio, Analysis, Vendor Management, Consulting, Data Analysis, Forecasting, Business Analysis, Leadership, Auditing, PMP, SAP, Process Engineering, Financial Analysis, Software Documentation, ERP, Budgets, SDLC, CRM, Management Consulting, PMO, Project Portfolio..., Sarbanes-Oxley Act, Internal Audit, Risk Management
Education
Saint Mary's University of Minnesota 2015 — 2017
Doctorate, Strategy and Finance
Philadelphia University 2011 — 2012
MS Taxation, Tax
Philadelphia University 2002 — 2004
MBA, Business Admin, Taxation
Temple University - Fox School of Business and Management
BBA, Accounting
Western Governors University January 2015 - Present
Wells Fargo July 2014 - Present
Educational Testing Service (ETS) October 2008 - July 2014
United Health Group September 2006 - September 2008
Merrill Lynch Investment Managers September 2005 - September 2006
NRG Energy June 2004 - September 2006
Princeton University September 1994 - June 2004
Skills
Lean Manufacturing, Management, Finance, Business Process, Payroll, Six Sigma, PeopleSoft, DMAIC, Strategy, Process Improvement, Business Process..., Cross-functional Team..., General Ledger, Change Management, Program Management, Project Management, Training, Quality Management, Visio, Analysis, Vendor Management, Consulting, Data Analysis, Forecasting, Business Analysis, Leadership, Auditing, PMP, SAP, Process Engineering, Financial Analysis, Software Documentation, ERP, Budgets, SDLC, CRM, Management Consulting, PMO, Project Portfolio..., Sarbanes-Oxley Act, Internal Audit, Risk Management
Education
Saint Mary's University of Minnesota 2015 — 2017
Doctorate, Strategy and Finance
Philadelphia University 2011 — 2012
MS Taxation, Tax
Philadelphia University 2002 — 2004
MBA, Business Admin, Taxation
Temple University - Fox School of Business and Management
BBA, Accounting
Robert Putney's Merrill Lynch Investment Managers Experience 1991 - 2001
Job Experienced investment management attorney and Chief Compliance Officer seeking new opportunities.
Industry Financial Services
Experience
Emerson Alchemy, LLC 2014 - Present
Morrison & Foerster LLP 2011 - 2014
Law Office of Robert E. Putney, III 2009 - 2011
BlackRock 2005 - 2009
Old Mutual Capital 2001 - 2005
Merrill Lynch Investment Managers 1991 - 2001
Drinker Biddle & Reath LLP 1985 - 1991
Skills
Investment Advisers Act, Securities Exchange Act..., Mutual Funds, Investment Management, Private Placements, Securities, AML, Corporate Governance, Securities Regulation, Asset Managment, Investments, Investment Company Act, Investment Advisor..., Legal Compliance, Closed-end Funds, Investment Companies, Due Diligence, Hedge Funds, Corporate Law, Financial Services, FINRA, Asset Management
Education
Northwestern University School of Law 1982 — 1985
J.D.
University of Virginia 1978 — 1982
B.A. With Distinction, Echols Scholar
Emerson Alchemy, LLC 2014 - Present
Morrison & Foerster LLP 2011 - 2014
Law Office of Robert E. Putney, III 2009 - 2011
BlackRock 2005 - 2009
Old Mutual Capital 2001 - 2005
Merrill Lynch Investment Managers 1991 - 2001
Drinker Biddle & Reath LLP 1985 - 1991
Skills
Investment Advisers Act, Securities Exchange Act..., Mutual Funds, Investment Management, Private Placements, Securities, AML, Corporate Governance, Securities Regulation, Asset Managment, Investments, Investment Company Act, Investment Advisor..., Legal Compliance, Closed-end Funds, Investment Companies, Due Diligence, Hedge Funds, Corporate Law, Financial Services, FINRA, Asset Management
Education
Northwestern University School of Law 1982 — 1985
J.D.
University of Virginia 1978 — 1982
B.A. With Distinction, Echols Scholar
Charlie Ardis's Merrill Lynch Investment Managers Experience 1988 - 2003
Job Operations Manager at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Caxton Associates, LLC September 2004 - Present
Merrill Lynch 1993 - 2003
State Street Bank & Trust 1993 - 2003
Merrill Lynch Investment Managers 1988 - 2003
Skills
Fixed Income, Derivatives, Middle Office, Bloomberg, Equities, Financial Services, Account Reconciliation, Fund Accounting, Hedge Funds, Operations Management, Securities, Auditing, Mutual Funds, Back Office, Accounting
Education
Shippensburg University of Pennsylvania 1983 — 1987
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Caxton Associates, LLC September 2004 - Present
Merrill Lynch 1993 - 2003
State Street Bank & Trust 1993 - 2003
Merrill Lynch Investment Managers 1988 - 2003
Skills
Fixed Income, Derivatives, Middle Office, Bloomberg, Equities, Financial Services, Account Reconciliation, Fund Accounting, Hedge Funds, Operations Management, Securities, Auditing, Mutual Funds, Back Office, Accounting
Education
Shippensburg University of Pennsylvania 1983 — 1987
Mark A. Castellano's Merrill Lynch Investment Managers Experience 2000 - 2006
Job Experienced Financial Markets Professional and Consultant
Industry Financial Services
Experience
Mark Castellano Consulting, LLC August 2010 - Present
Center for the Study of Financial Market Evolution (CSFME) January 2012 - Present
Advanced Securities Consulting (ASC) November 2011 - Present
Guggenheim Securities 2011 - 2011
BlackRock Investment Management LLC 2006 - 2010
Merrill Lynch Investment Managers 2000 - 2006
ING Securities 1999 - 2000
BZW 1997 - 1998
Merrill Lynch International, Ltd. 1994 - 1997
Merrill Lynch 1983 - 1994
Skills
Securities Lending, Mutual Funds, Asset Managment, Capital Markets, Equities, Securities, Investment Management, Collateral Management, Securities Financing, Management Consulting, Strategic Consulting, Industry expert, Asset Management, Derivatives, Financial Services, Financial Risk, Trading, Swaps, Finance, Strategy, Back Office, Hedge Funds, Portfolio Management, Funding, Fixed Income, Cash Management, Bloomberg, Bonds, Financial Markets, Alternative Investments, Investment Banking, ETFs, Trading Systems, Equity Derivatives, Middle Office, Prime Brokerage
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Management & Finance
Rutgers, The State University of New Jersey-Newark
Mark Castellano Consulting, LLC August 2010 - Present
Center for the Study of Financial Market Evolution (CSFME) January 2012 - Present
Advanced Securities Consulting (ASC) November 2011 - Present
Guggenheim Securities 2011 - 2011
BlackRock Investment Management LLC 2006 - 2010
Merrill Lynch Investment Managers 2000 - 2006
ING Securities 1999 - 2000
BZW 1997 - 1998
Merrill Lynch International, Ltd. 1994 - 1997
Merrill Lynch 1983 - 1994
Skills
Securities Lending, Mutual Funds, Asset Managment, Capital Markets, Equities, Securities, Investment Management, Collateral Management, Securities Financing, Management Consulting, Strategic Consulting, Industry expert, Asset Management, Derivatives, Financial Services, Financial Risk, Trading, Swaps, Finance, Strategy, Back Office, Hedge Funds, Portfolio Management, Funding, Fixed Income, Cash Management, Bloomberg, Bonds, Financial Markets, Alternative Investments, Investment Banking, ETFs, Trading Systems, Equity Derivatives, Middle Office, Prime Brokerage
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Management & Finance
Rutgers, The State University of New Jersey-Newark
Doris Lee-Silvestri's Merrill Lynch Investment Managers Experience 1999 - 2002
Job Managing Director at GSO Capital Partners
Industry Financial Services
Experience
GSO Capital Partners/The Blackstone Group August 2006 - Present
McGladrey 2005 - 2006
JP Morgan Partners 2002 - 2005
Merrill Lynch Investment Managers 1999 - 2002
Education
Rutgers University-New Brunswick 1995 — 1999
GSO Capital Partners/The Blackstone Group August 2006 - Present
McGladrey 2005 - 2006
JP Morgan Partners 2002 - 2005
Merrill Lynch Investment Managers 1999 - 2002
Education
Rutgers University-New Brunswick 1995 — 1999
Marty Cheatham, CFA's Merrill Lynch Investment Managers Experience June 2001 - March 2002
Job Hoplite Capital Management
Industry Investment Management
Experience
Hoplite Capital Management March 2011 - Present
Perella Weinberg Partners January 2008 - March 2011
Cooper Hill Partners, LLC April 2002 - September 2007
Merrill Lynch Investment Managers June 2001 - March 2002
Education
Princeton University 1997 — 2001
Hoplite Capital Management March 2011 - Present
Perella Weinberg Partners January 2008 - March 2011
Cooper Hill Partners, LLC April 2002 - September 2007
Merrill Lynch Investment Managers June 2001 - March 2002
Education
Princeton University 1997 — 2001
Ryan Gallagher, MBA's Merrill Lynch Investment Managers Experience June 2005 - August 2006
Job Director, Cash Flow and Production FP&A at NBCUniversal, Inc.
Industry Motion Pictures and Film
Experience
Universal Television Studios -- NBCUniversal, Inc. October 2011 - Present
NBC - NBCUniversal June 2008 - October 2011
Focus Features - NBCUniversal August 2006 - June 2008
Merrill Lynch Investment Managers June 2005 - August 2006
Skills
Financial Modeling, Microsoft Excel, Budgets, Financial Analysis, Strategic Planning, Finance, Business Development, Financial Reporting, Analysis, Cash Flow, Portfolio Management, Corporate Finance, Forecasting, Strategic Financial..., Financial Planning, Entertainment
Education
Rider University 2004 — 2006
MBA, Finance
Rider University 1999 — 2003
Bachelor, Human Resources, Management
Universal Television Studios -- NBCUniversal, Inc. October 2011 - Present
NBC - NBCUniversal June 2008 - October 2011
Focus Features - NBCUniversal August 2006 - June 2008
Merrill Lynch Investment Managers June 2005 - August 2006
Skills
Financial Modeling, Microsoft Excel, Budgets, Financial Analysis, Strategic Planning, Finance, Business Development, Financial Reporting, Analysis, Cash Flow, Portfolio Management, Corporate Finance, Forecasting, Strategic Financial..., Financial Planning, Entertainment
Education
Rider University 2004 — 2006
MBA, Finance
Rider University 1999 — 2003
Bachelor, Human Resources, Management
Dinesh Chadha's Merrill Lynch Investment Managers Experience September 2000 - May 2002
Job Sr. SharePoint Architect/Developer
Industry Information Technology and Services
Experience
Lockheed Martin February 2012 - Present
National Rifle Association November 2008 - February 2012
22nd Century Technologies January 2007 - October 2008
DeltaX Solutions March 2005 - December 2006
Tiffany & Co. November 2004 - January 2005
22nd Century Technologies Inc. June 1999 - January 2005
National Rifle Association December 2003 - October 2004
BigBad, Inc. September 2003 - November 2003
Tiffany & Co. July 2002 - October 2002
Merrill Lynch Investment Managers September 2000 - May 2002
Skills
ASP.NET, .NET, SharePoint, ASP, AJAX, UML, SOAP, Microsoft SQL Server, LINQ, DHTML, Agile Methodologies, SSRS, VB.NET, Microsoft Office..., SDLC, REST, Requirements Analysis, Business Analysis
Education
Punjab Engineering College 1992 — 1996
B.E, Production Engineering
DAV College, Sec 10, Chandigarh 1990 — 1992
12th, Maths, Physics, Chemistry
Lockheed Martin February 2012 - Present
National Rifle Association November 2008 - February 2012
22nd Century Technologies January 2007 - October 2008
DeltaX Solutions March 2005 - December 2006
Tiffany & Co. November 2004 - January 2005
22nd Century Technologies Inc. June 1999 - January 2005
National Rifle Association December 2003 - October 2004
BigBad, Inc. September 2003 - November 2003
Tiffany & Co. July 2002 - October 2002
Merrill Lynch Investment Managers September 2000 - May 2002
Skills
ASP.NET, .NET, SharePoint, ASP, AJAX, UML, SOAP, Microsoft SQL Server, LINQ, DHTML, Agile Methodologies, SSRS, VB.NET, Microsoft Office..., SDLC, REST, Requirements Analysis, Business Analysis
Education
Punjab Engineering College 1992 — 1996
B.E, Production Engineering
DAV College, Sec 10, Chandigarh 1990 — 1992
12th, Maths, Physics, Chemistry
Debrina Vo's Merrill Lynch Investment Managers Experience 2001 - 2006
Job AVP at BBH Design
Industry Financial Services
Experience
Brown Brothers Harriman 2007 - Present
BlackRock 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2006
Skills
Autosys, Unix, Trading Systems, SDLC, ETL, Weblogic, Disaster Recovery, Oracle, Microsoft SQL Server, Data Warehousing, SQL, Vendor Management, Sybase, Requirements Analysis, Data Modeling, Solaris, Electronic Trading, Informatica, PL/SQL, DB2, Perl, Unix Shell Scripting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics with concentration in Finance
Rutgers, The State University of New Jersey-New Brunswick
BS, Computer Science
Stevens Institute of Technology
MS, Information Management
Brown Brothers Harriman 2007 - Present
BlackRock 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2006
Skills
Autosys, Unix, Trading Systems, SDLC, ETL, Weblogic, Disaster Recovery, Oracle, Microsoft SQL Server, Data Warehousing, SQL, Vendor Management, Sybase, Requirements Analysis, Data Modeling, Solaris, Electronic Trading, Informatica, PL/SQL, DB2, Perl, Unix Shell Scripting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics with concentration in Finance
Rutgers, The State University of New Jersey-New Brunswick
BS, Computer Science
Stevens Institute of Technology
MS, Information Management
Steven Salberta, CFA's Merrill Lynch Investment Managers Experience July 1996 - May 2008
Job Senior Director of Finance at Rackspace, the #1 managed cloud company
Industry Internet
Experience
Rackspace, the #1 managed cloud company January 2014 - Present
Rackspace, the Open Cloud Company January 2013 - January 2014
Rackspace, the Open Cloud Company July 2010 - January 2012
Boenning & Scattergood, Inc. August 2008 - April 2010
Merrill Lynch Investment Managers July 1996 - May 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Capital Management, Pricing Strategy, P&L Forecasting, Trading Strategies, Equity Valuation, Capital Budgeting, P&L Management, Team Mentoring
Education
Rider University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
CFA Institute 1999 — 2001
CFA Charterholder
Rackspace, the #1 managed cloud company January 2014 - Present
Rackspace, the Open Cloud Company January 2013 - January 2014
Rackspace, the Open Cloud Company July 2010 - January 2012
Boenning & Scattergood, Inc. August 2008 - April 2010
Merrill Lynch Investment Managers July 1996 - May 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Capital Management, Pricing Strategy, P&L Forecasting, Trading Strategies, Equity Valuation, Capital Budgeting, P&L Management, Team Mentoring
Education
Rider University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
CFA Institute 1999 — 2001
CFA Charterholder
Alex Alston, CFA's Merrill Lynch Investment Managers Experience 2004 - 2007
Job Vice President at Delaware Investments
Industry Investment Management
Experience
Merrill Lynch Investment Managers 2004 - 2007
Prudential Capital Group 2001 - 2004
Prudential Financial 1996 - 1999
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Rutgers University
BS, Finance
Merrill Lynch Investment Managers 2004 - 2007
Prudential Capital Group 2001 - 2004
Prudential Financial 1996 - 1999
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Rutgers University
BS, Finance
Mike Laucik's Merrill Lynch Investment Managers Experience November 2000 - May 2006
Job Financial Services Professional at Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional May 2006 - Present
Merrill Lynch Investment Managers November 2000 - May 2006
Deutsche Bank October 1996 - December 2000
Education
Rutgers University-New Brunswick
BS, Accounting
Financial Services Professional May 2006 - Present
Merrill Lynch Investment Managers November 2000 - May 2006
Deutsche Bank October 1996 - December 2000
Education
Rutgers University-New Brunswick
BS, Accounting
Thomas Musmanno's Merrill Lynch Investment Managers Experience 1993 - 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers 1993 - 2006
Merrill Lynch 1991 - 2006
Education
Siena College 1987 — 1991
BlackRock October 2006 - Present
Merrill Lynch Investment Managers 1993 - 2006
Merrill Lynch 1991 - 2006
Education
Siena College 1987 — 1991
Sheila MacMahon's Merrill Lynch Investment Managers Experience February 1997 - September 2006
Job Investment Management Professional
Industry Investment Management
Experience
BlackRock September 2006 - September 2007
Merrill Lynch Investment Managers February 1997 - September 2006
Ryan Beck & Co. February 1996 - February 1997
United Jersey Bank January 1989 - September 1995
Education
Rutgers University-New Brunswick 1984 — 1988
Trinity College Dublin 1986 — 1987
One Year Student, Economics
BlackRock September 2006 - September 2007
Merrill Lynch Investment Managers February 1997 - September 2006
Ryan Beck & Co. February 1996 - February 1997
United Jersey Bank January 1989 - September 1995
Education
Rutgers University-New Brunswick 1984 — 1988
Trinity College Dublin 1986 — 1987
One Year Student, Economics
Nikki Dunigan's Merrill Lynch Investment Managers Experience June 2003 - September 2006
Job VP, Investor Relations/Marketing
Industry Financial Services
Experience
BlackRock September 2006 - April 2012
Merrill Lynch Investment Managers June 2003 - September 2006
Education
Princeton University 1999 — 2003
AB, Political Economics
BlackRock September 2006 - April 2012
Merrill Lynch Investment Managers June 2003 - September 2006
Education
Princeton University 1999 — 2003
AB, Political Economics
Vinnie Costa's Merrill Lynch Investment Managers Experience 1999 - 2006
Job Managing Director at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management April 2006 - Present
Merrill Lynch Investment Managers 1999 - 2006
Bankers Trust 1990 - 1999
Kidder Peabody 1986 - 1990
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Investments, Derivatives, Bloomberg, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Penn State University 1980 — 1985
BS, Quantitative Business Analysis
Voya Investment Management April 2006 - Present
Merrill Lynch Investment Managers 1999 - 2006
Bankers Trust 1990 - 1999
Kidder Peabody 1986 - 1990
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Investments, Derivatives, Bloomberg, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Penn State University 1980 — 1985
BS, Quantitative Business Analysis
Benjamin Schilke's Merrill Lynch Investment Managers Experience 1996 - 2003
Job Software Engineer at GS1 US
Industry Logistics and Supply Chain
Experience
GS1 US April 2012 - Present
GS1 US February 2007 - April 2012
Activant Solutions May 2004 - February 2007
Merrill Lynch Investment Managers 1996 - 2003
Skills
Business Analysis, SQL, Databases, SDLC, Data Quality, Project Management, Product Management, Requirements Analysis, ERP, E-commerce, Visio, Leadership, Business Process, Business Intelligence, Analytics, Integration, Agile Methodologies, SaaS
Education
Rochester Institute of Technology 1989 — 1993
BS, Economics
Drexel
GS1 US April 2012 - Present
GS1 US February 2007 - April 2012
Activant Solutions May 2004 - February 2007
Merrill Lynch Investment Managers 1996 - 2003
Skills
Business Analysis, SQL, Databases, SDLC, Data Quality, Project Management, Product Management, Requirements Analysis, ERP, E-commerce, Visio, Leadership, Business Process, Business Intelligence, Analytics, Integration, Agile Methodologies, SaaS
Education
Rochester Institute of Technology 1989 — 1993
BS, Economics
Drexel
Michael Karwic, CFP® AEP®'s Merrill Lynch Investment Managers Experience 1997 - 2005
Job Helping People Navigate Critical Life Events | Investment Management | 401(k) Roll Over | Retirement Income Planning
Industry Investment Management
Experience
Iron Valley Wealth Management November 2011 - Present
Sudden Money Institute January 2009 - Present
Morgan Stanley February 2005 - November 2011
Merrill Lynch Investment Managers 1997 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Strategic Financial..., Asset Managment, Retirement, Estate Planning, Windfall Wealth Planning, Sudden Wealth Advanced...
Education
Pennsylvania State University, Smeal College of Business - MBA 1995 — 1997
MBA, Finance and Marketing
Penn State University 1988 — 1991
Bachelor of Science
Iron Valley Wealth Management November 2011 - Present
Sudden Money Institute January 2009 - Present
Morgan Stanley February 2005 - November 2011
Merrill Lynch Investment Managers 1997 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Strategic Financial..., Asset Managment, Retirement, Estate Planning, Windfall Wealth Planning, Sudden Wealth Advanced...
Education
Pennsylvania State University, Smeal College of Business - MBA 1995 — 1997
MBA, Finance and Marketing
Penn State University 1988 — 1991
Bachelor of Science
Kevin Cooney's Merrill Lynch Investment Managers Experience June 2006 - June 2011
Job Senior Finacial Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC June 2011 - Present
Merrill Lynch Investment Managers June 2006 - June 2011
Merrill Lynch Investment Managers 2006 - June 2011
CME Group July 1993 - May 2006
Chicago Board Options Exchange June 1986 - July 1993
Education
Saint Mary's University of Minnesota 1982 — 1986
bachelor, Finance
Upstream Investment Partners, LLC June 2011 - Present
Merrill Lynch Investment Managers June 2006 - June 2011
Merrill Lynch Investment Managers 2006 - June 2011
CME Group July 1993 - May 2006
Chicago Board Options Exchange June 1986 - July 1993
Education
Saint Mary's University of Minnesota 1982 — 1986
bachelor, Finance
Kathiresan Palaniappan's Merrill Lynch Investment Managers Experience 2000 - 2005
Job Consultant at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2005 - Present
Merrill Lynch Investment Managers 2000 - 2005
Education
PSG College of Technology 1980 — 1984
Bachelor of Engineering, Electroics and Communications
Deutsche Bank August 2005 - Present
Merrill Lynch Investment Managers 2000 - 2005
Education
PSG College of Technology 1980 — 1984
Bachelor of Engineering, Electroics and Communications
James Lamb's Merrill Lynch Investment Managers Experience March 2009 - August 2009
Job Stock Broker at Quattro M Securities Inc.
Industry Financial Services
Experience
Quattro M Securities Inc. January 2012 - Present
Blue Point Securities October 2009 - December 2011
Merrill Lynch Investment Managers March 2009 - August 2009
Merrill Lynch June 1996 - June 2008
Merrrill Lynch January 1996 - June 1996
Merrill Lynch January 1994 - December 1995
Skills
Securities, Trading, Institutional, Equity Trading, Series 7, Microsoft Excel, Microsoft Word, PowerPoint, Series 63, Series 66, Uniform Combined State..., Leadership, Alternative Investments, Options, ETFs, Equity Derivatives, Series 24, Investments, Wealth Management, Hedge Funds, Trading Systems, Financial Services, Equities, Equity Research, FINRA, Financial Markets, Electronic Trading, Mutual Funds, Commodity, Bloomberg, Fixed Income, Finance, Bonds, Prime Brokerage, Capital Markets, Investment Strategies, Proprietary Trading, Derivatives, Structured Products, Investment Advisory, Trading Strategies, Investment Management, Portfolio Management, Asset Management, Market Making, FX Options, Middle Office, Market Data, Swaps, Bloomberg Terminal
Education
Saint Peter's University 1978 — 1984
BA, Buisness
St. Peter's Prep High School 1974 — 1978
Quattro M Securities Inc. January 2012 - Present
Blue Point Securities October 2009 - December 2011
Merrill Lynch Investment Managers March 2009 - August 2009
Merrill Lynch June 1996 - June 2008
Merrrill Lynch January 1996 - June 1996
Merrill Lynch January 1994 - December 1995
Skills
Securities, Trading, Institutional, Equity Trading, Series 7, Microsoft Excel, Microsoft Word, PowerPoint, Series 63, Series 66, Uniform Combined State..., Leadership, Alternative Investments, Options, ETFs, Equity Derivatives, Series 24, Investments, Wealth Management, Hedge Funds, Trading Systems, Financial Services, Equities, Equity Research, FINRA, Financial Markets, Electronic Trading, Mutual Funds, Commodity, Bloomberg, Fixed Income, Finance, Bonds, Prime Brokerage, Capital Markets, Investment Strategies, Proprietary Trading, Derivatives, Structured Products, Investment Advisory, Trading Strategies, Investment Management, Portfolio Management, Asset Management, Market Making, FX Options, Middle Office, Market Data, Swaps, Bloomberg Terminal
Education
Saint Peter's University 1978 — 1984
BA, Buisness
St. Peter's Prep High School 1974 — 1978
Marc Scher's Merrill Lynch Investment Managers Experience January 2002 - December 2005
Job Chief Operating Officer
Industry Financial Services
Experience
GBI August 2009 - Present
Merrill Lynch January 2006 - September 2008
Merrill Lynch Investment Managers January 2002 - December 2005
Merrill Lynch Asset Management 1999 - 2001
Merrill Lynch Asset Management 1997 - 1999
Merrill Lynch Asset Management 1994 - 1997
Merrill Lynch Financial Data Services 1993 - 1994
Merrill Lynch Financial Data Services 1992 - 1993
Merrill Lynch Financial Data Services 1991 - 1992
Merrill Lynch Financial Data Services 1990 - 1991
Skills
Process Improvement, Financial Services, Strategy, Leadership Development, Investment Management, Team Leadership, Mutual Funds, Alternative Investments, Leadership, Management, Change Management, Program Management, Operations Management, Business Process..., Strategic Planning, Risk Management, Due Diligence, Finance
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Psychology
GBI August 2009 - Present
Merrill Lynch January 2006 - September 2008
Merrill Lynch Investment Managers January 2002 - December 2005
Merrill Lynch Asset Management 1999 - 2001
Merrill Lynch Asset Management 1997 - 1999
Merrill Lynch Asset Management 1994 - 1997
Merrill Lynch Financial Data Services 1993 - 1994
Merrill Lynch Financial Data Services 1992 - 1993
Merrill Lynch Financial Data Services 1991 - 1992
Merrill Lynch Financial Data Services 1990 - 1991
Skills
Process Improvement, Financial Services, Strategy, Leadership Development, Investment Management, Team Leadership, Mutual Funds, Alternative Investments, Leadership, Management, Change Management, Program Management, Operations Management, Business Process..., Strategic Planning, Risk Management, Due Diligence, Finance
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Psychology
Adrian Burgos's Merrill Lynch Investment Managers Experience November 2004 - September 2007
Job Managed Solutions Group Relationship Manager at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch Bank of America October 2012 - Present
Merrill Lynch May 2007 - December 2012
Merrill Lynch Investment Managers November 2004 - September 2007
BlackRock September 2006 - May 2007
Piper Jaffray 1996 - 2004
Skills
Equities, Fixed Income, Mutual Funds, Series 63, Series 7, Asset Allocation, Uniform Combined State..., Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS, Finance
Merrill Lynch Bank of America October 2012 - Present
Merrill Lynch May 2007 - December 2012
Merrill Lynch Investment Managers November 2004 - September 2007
BlackRock September 2006 - May 2007
Piper Jaffray 1996 - 2004
Skills
Equities, Fixed Income, Mutual Funds, Series 63, Series 7, Asset Allocation, Uniform Combined State..., Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS, Finance
Nelson Flores's Merrill Lynch Investment Managers Experience 1995 - 1999
Job AVP Investor Support Specialist, Institutional Investments at US Trust
Industry Financial Services
Experience
US Trust December 2012 - Present
Target April 2011 - November 2012
BlackRock 2004 - 2008
BlackRock 2000 - 2004
BlackRock 1999 - 2000
Merrill Lynch Investment Managers 1995 - 1999
Merrill Lynch Investment Managers 1993 - 1995
Skills
Trading, Equities, Operations, Settlements, Investigation, Team Leadership, Client Service Oriented, Root Cause Problem..., Strategic Thinking, Negotiation, Self-direction, Risk Management
Education
Rutgers University-New Brunswick 1989 — 1993
BS, Business Management
US Trust December 2012 - Present
Target April 2011 - November 2012
BlackRock 2004 - 2008
BlackRock 2000 - 2004
BlackRock 1999 - 2000
Merrill Lynch Investment Managers 1995 - 1999
Merrill Lynch Investment Managers 1993 - 1995
Skills
Trading, Equities, Operations, Settlements, Investigation, Team Leadership, Client Service Oriented, Root Cause Problem..., Strategic Thinking, Negotiation, Self-direction, Risk Management
Education
Rutgers University-New Brunswick 1989 — 1993
BS, Business Management
Ray Guilfoyle's Merrill Lynch Investment Managers Experience 1985 - 2005
Job Business Analyst at Princeton Financial Systems
Industry Financial Services
Experience
Princeton Financial Systems Business AnalystPrinceton Financial Systems2005 - Present
Princeton Financial Sys 2005 - Present
Merrill Lynch Investment Managers 1985 - 2005
Merrill Lynch 1985 - 2005
Merrilll Lynch 1985 - 2005
Skills
Asset Managment, Fixed Income, Equities, Business Analysis, Capital Markets, Asset Management
Education
Rider University 1981 — 1985
MBA, Accounting and Finance
Princeton Financial Systems Business AnalystPrinceton Financial Systems2005 - Present
Princeton Financial Sys 2005 - Present
Merrill Lynch Investment Managers 1985 - 2005
Merrill Lynch 1985 - 2005
Merrilll Lynch 1985 - 2005
Skills
Asset Managment, Fixed Income, Equities, Business Analysis, Capital Markets, Asset Management
Education
Rider University 1981 — 1985
MBA, Accounting and Finance
Kathleen Kiely's Merrill Lynch Investment Managers Experience January 2010 - Present
Job Systems Analyst at Merrill Lynch Investment Managers
Industry Information Technology and Services
Experience
Merrill Lynch Investment Managers January 2010 - Present
Pearson VUE February 2009 - December 2009
IDP 1990 - 2008
Insurance Data Processing, Inc. 1990 - 2008
Skills
Business Analysis, SDLC, Requirements Analysis, Visio, Business Requirements, Software Documentation, Requirements Gathering
Education
Villanova University 2008 — 2008
Six Sigma Green Belt - IT
Shippensburg University of Pennsylvania
BS, Education
Merrill Lynch Investment Managers January 2010 - Present
Pearson VUE February 2009 - December 2009
IDP 1990 - 2008
Insurance Data Processing, Inc. 1990 - 2008
Skills
Business Analysis, SDLC, Requirements Analysis, Visio, Business Requirements, Software Documentation, Requirements Gathering
Education
Villanova University 2008 — 2008
Six Sigma Green Belt - IT
Shippensburg University of Pennsylvania
BS, Education
carmine warn's Merrill Lynch Investment Managers Experience 2001 - 2006
Job Director at Bank Of America
Industry Financial Services
Experience
Bank of America (Global Information Security) 2008 - Present
Merrill Lynch 2003 - 2007
Merrill Lynch Investment Managers 2001 - 2006
Merrill Lynch January 1989 - December 2001
Skills
Risk Management, Business Analysis, SDLC, IT Audit, Financial Risk, Governance, Banking, IT Strategy, Fixed Income, Portfolio Management, PMO, Business Intelligence, Strategy, Data Warehousing, Information Security..., Integration, Management, Vendor Management, Disaster Recovery, Outsourcing, Project Portfolio..., Financial Services, Equities, Process Improvement, Security, Business Process, Business Continuity, Information Technology, Contract Negotiation, Enterprise Architecture, Business Process..., Solution Architecture, IT Management, Requirements Analysis
Education
Fairleigh Dickinson University-Metropolitan Campus 1981 — 1984
Master of Business Administration (MBA), Finance, General, A
Saint Peter's University 1976 — 1980
BA, accounting
Ferris High School 1972 — 1976
Bank of America (Global Information Security) 2008 - Present
Merrill Lynch 2003 - 2007
Merrill Lynch Investment Managers 2001 - 2006
Merrill Lynch January 1989 - December 2001
Skills
Risk Management, Business Analysis, SDLC, IT Audit, Financial Risk, Governance, Banking, IT Strategy, Fixed Income, Portfolio Management, PMO, Business Intelligence, Strategy, Data Warehousing, Information Security..., Integration, Management, Vendor Management, Disaster Recovery, Outsourcing, Project Portfolio..., Financial Services, Equities, Process Improvement, Security, Business Process, Business Continuity, Information Technology, Contract Negotiation, Enterprise Architecture, Business Process..., Solution Architecture, IT Management, Requirements Analysis
Education
Fairleigh Dickinson University-Metropolitan Campus 1981 — 1984
Master of Business Administration (MBA), Finance, General, A
Saint Peter's University 1976 — 1980
BA, accounting
Ferris High School 1972 — 1976
John Queen's Merrill Lynch Investment Managers Experience December 2000 - September 2001
Job Portfolio Manager at Capital Guardian Trust Company
Industry Investment Management
Experience
Capital Guardian Trust Company October 2009 - Present
Roxbury Capital Management November 2001 - June 2009
Roxbury Capital Management November 2001 - December 2007
Merrill Lynch Investment Managers December 2000 - September 2001
Hotchkis and Wiley Capital Management February 1997 - December 2000
Capital Group 1990 - 1997
Skills
Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Asset Managment, Equities, Fixed Income, Asset Allocation, Hedge Funds, Investment Strategies, Investment Advisory, Investments, Bloomberg, Securities, Investment Management
Education
Purdue University 1986 — 1989
BSIM
United States Military Academy at West Point 1983 — 1986
Capital Guardian Trust Company October 2009 - Present
Roxbury Capital Management November 2001 - June 2009
Roxbury Capital Management November 2001 - December 2007
Merrill Lynch Investment Managers December 2000 - September 2001
Hotchkis and Wiley Capital Management February 1997 - December 2000
Capital Group 1990 - 1997
Skills
Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Asset Managment, Equities, Fixed Income, Asset Allocation, Hedge Funds, Investment Strategies, Investment Advisory, Investments, Bloomberg, Securities, Investment Management
Education
Purdue University 1986 — 1989
BSIM
United States Military Academy at West Point 1983 — 1986
Linfeng You's Merrill Lynch Investment Managers Experience August 2000 - June 2006
Job Portfolio Manager/Partner at Jasper Asset Management
Industry Investment Management
Experience
ICBCCS Asset Management Co. Ltd December 2008 - Present
Jasper Asset Management January 2008 - November 2008
Fore Research & Management, LP June 2006 - December 2007
Merrill Lynch Investment Managers August 2000 - June 2006
Skills
Equities, Portfolio Management, Global Macro, Trading Strategies
Education
Stanford University 1989 — 1993
Ph.D., Statistics
ICBCCS Asset Management Co. Ltd December 2008 - Present
Jasper Asset Management January 2008 - November 2008
Fore Research & Management, LP June 2006 - December 2007
Merrill Lynch Investment Managers August 2000 - June 2006
Skills
Equities, Portfolio Management, Global Macro, Trading Strategies
Education
Stanford University 1989 — 1993
Ph.D., Statistics
Kyle S. Johnston, CFA's Merrill Lynch Investment Managers Experience May 2006 - August 2006
Job Desk Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities 2009 - Present
BlackRock July 2008 - March 2009
Princeton University April 2006 - December 2007
Merrill Lynch Investment Managers May 2006 - August 2006
GE Plastics June 2005 - August 2005
Skills
Quantitative Finance, Equities, Machine Learning, Trading, Statistical Arbitrage, Optimization, Financial Modeling, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Hedge Funds
Education
Princeton University 2004 — 2008
B.S.E.
Nomura Securities 2009 - Present
BlackRock July 2008 - March 2009
Princeton University April 2006 - December 2007
Merrill Lynch Investment Managers May 2006 - August 2006
GE Plastics June 2005 - August 2005
Skills
Quantitative Finance, Equities, Machine Learning, Trading, Statistical Arbitrage, Optimization, Financial Modeling, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Hedge Funds
Education
Princeton University 2004 — 2008
B.S.E.
Vincent Chin's Merrill Lynch Investment Managers Experience 1998 - 2003
Job Senior Director, Finance at Ralph Lauren
Industry Financial Services
Experience
Ralph Lauren December 2011 - Present
Walmart April 2010 - December 2011
Disney Consumer Products February 2007 - April 2010
Disney Publishing Worldwide 2007 - April 2010
Ginger and Spice February 2003 - February 2007
Merrill Lynch Investment Managers 1998 - 2003
Salomon Smith Barney 1995 - 1998
Skills
Finance, Operations Management, Sales Operations, Analysis, Strategic Planning, Business Strategy, Business Development, Global Business..., Global Operations, M&A experience, Equity Research, Investment Banking, Capital Markets, Portfolio Management, Retail, Advertising, Publishing, Multi-Unit Management, Multi-Unit Operations, Multi-Unit Retail, Strategic Financial..., MBA, Transportation, Restaurants, Restaurant Management, Hospitality, Retail Banking, Financial Accounting, Competitive Analysis, Financial Modeling, Financial Reporting, Analytics, Management, Cross-functional Team..., Budgets, Entrepreneurship, E-commerce, Leadership, Financial Analysis, Accounting, Mergers & Acquisitions, P&L, Negotiation, Financial Planning
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
MBA, Finance
University at Buffalo 1988 — 1992
BA, International Business and Psychology
Ralph Lauren December 2011 - Present
Walmart April 2010 - December 2011
Disney Consumer Products February 2007 - April 2010
Disney Publishing Worldwide 2007 - April 2010
Ginger and Spice February 2003 - February 2007
Merrill Lynch Investment Managers 1998 - 2003
Salomon Smith Barney 1995 - 1998
Skills
Finance, Operations Management, Sales Operations, Analysis, Strategic Planning, Business Strategy, Business Development, Global Business..., Global Operations, M&A experience, Equity Research, Investment Banking, Capital Markets, Portfolio Management, Retail, Advertising, Publishing, Multi-Unit Management, Multi-Unit Operations, Multi-Unit Retail, Strategic Financial..., MBA, Transportation, Restaurants, Restaurant Management, Hospitality, Retail Banking, Financial Accounting, Competitive Analysis, Financial Modeling, Financial Reporting, Analytics, Management, Cross-functional Team..., Budgets, Entrepreneurship, E-commerce, Leadership, Financial Analysis, Accounting, Mergers & Acquisitions, P&L, Negotiation, Financial Planning
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
MBA, Finance
University at Buffalo 1988 — 1992
BA, International Business and Psychology
Daniela Durao's Merrill Lynch Investment Managers Experience 1989 - 1998
Job Senior Bond Evaluator at Boomberg
Industry Information Technology and Services
Experience
Bloomberg September 2006 - Present
Merrill Lynch Investment Managers 1989 - 1998
Drexel Burnham Lambert 1985 - 1987
Skills
Fixed Income Trading, Fixed Income, Bloomberg, Trading, Valuation, Bonds, Fixed Income Products, Bloomberg Terminal, Derivatives, Hedge Funds, Capital Markets, Portfolio Management, Trading Systems, Equities, Securities, Financial Markets, Alternative Investments
Education
Rutgers University-New Brunswick 1996 — 2000
mba, economics/finance
Bloomberg September 2006 - Present
Merrill Lynch Investment Managers 1989 - 1998
Drexel Burnham Lambert 1985 - 1987
Skills
Fixed Income Trading, Fixed Income, Bloomberg, Trading, Valuation, Bonds, Fixed Income Products, Bloomberg Terminal, Derivatives, Hedge Funds, Capital Markets, Portfolio Management, Trading Systems, Equities, Securities, Financial Markets, Alternative Investments
Education
Rutgers University-New Brunswick 1996 — 2000
mba, economics/finance
Martha Baratz's Merrill Lynch Investment Managers Experience May 1984 - August 1987
Job Managing Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase 2008 - Present
Bear Stearns August 1987 - March 2008
Merrill Lynch Investment Managers May 1984 - August 1987
Standard & Poor's 1977 - 1981
Education
Queens College 1971 — 1975
BA, economics
JPMorgan Chase 2008 - Present
Bear Stearns August 1987 - March 2008
Merrill Lynch Investment Managers May 1984 - August 1987
Standard & Poor's 1977 - 1981
Education
Queens College 1971 — 1975
BA, economics
Lindsay Youngblood's Merrill Lynch Investment Managers Experience August 2002 - December 2002
Job SR. Regional Account Manager at CARFAX
Industry Financial Services
Experience
CARFAX October 2010 - Present
CitiFinancial Auto March 2004 - October 2010
Frank Norris and Company June 2003 - March 2004
Merrill Lynch Investment Managers August 2002 - December 2002
Skills
Consultative Selling, Account Management, Sales Management, B2B, Customer Relations, Customer Service, Selling, Sales, Training, Customer Satisfaction, CRM, Team Building, Automotive, Business Development, Cold Calling, Competitive Analysis, Customer Retention, Direct Sales, Fantasy Football, Forecasting, Jokes, Lead Generation, Leadership, Loans, Management, Marketing, Marketing Strategy, Negotiation, New Business Development, Profit, Program Management, Retail, Sales Operations, Sales Presentations, Sales Process, Salesforce.com
Education
University of South Carolina-Columbia 1998 — 2002
BA, Marketing/International Business
Richmond, The American International University in London 2001 — 2001
CARFAX October 2010 - Present
CitiFinancial Auto March 2004 - October 2010
Frank Norris and Company June 2003 - March 2004
Merrill Lynch Investment Managers August 2002 - December 2002
Skills
Consultative Selling, Account Management, Sales Management, B2B, Customer Relations, Customer Service, Selling, Sales, Training, Customer Satisfaction, CRM, Team Building, Automotive, Business Development, Cold Calling, Competitive Analysis, Customer Retention, Direct Sales, Fantasy Football, Forecasting, Jokes, Lead Generation, Leadership, Loans, Management, Marketing, Marketing Strategy, Negotiation, New Business Development, Profit, Program Management, Retail, Sales Operations, Sales Presentations, Sales Process, Salesforce.com
Education
University of South Carolina-Columbia 1998 — 2002
BA, Marketing/International Business
Richmond, The American International University in London 2001 — 2001
Jason Gionta's Merrill Lynch Investment Managers Experience July 2007 - September 2009
Job Graduate Research Assistant, North Carolina State University
Industry Computer Software
Experience
North Carolina State University May 2010 - Present
Office of International Services, North Carolina State University August 2009 - May 2010
Merrill Lynch Investment Managers July 2007 - September 2009
Education
North Carolina State University 2012 — 2015
Doctor of Philosophy (Ph.D.), Computer Science
North Carolina State University 2009 — 2012
Master's Degree, Computer Science
The College of New Jersey 2004 — 2006
BS, Computer Science
North Carolina State University May 2010 - Present
Office of International Services, North Carolina State University August 2009 - May 2010
Merrill Lynch Investment Managers July 2007 - September 2009
Education
North Carolina State University 2012 — 2015
Doctor of Philosophy (Ph.D.), Computer Science
North Carolina State University 2009 — 2012
Master's Degree, Computer Science
The College of New Jersey 2004 — 2006
BS, Computer Science
Rani Moti's Merrill Lynch Investment Managers Experience September 2000 - November 2002
Job Internal Audit Office of the Chief of Staff
Industry Financial Services
Experience
Goldman Sachs June 2010 - Present
UBS Financial Service April 2008 - March 2010
Morgan Stanley June 2007 - February 2008
CIBC World Markets November 2005 - June 2007
Goldman Sachs 2005 - 2005
Merrill Lynch Investment Managers September 2000 - November 2002
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
MS Global Affairs, Global Affairs
Rutgers, The State University of New Jersey-Newark 2004 — 2005
MPA, Public Administration
Goldman Sachs June 2010 - Present
UBS Financial Service April 2008 - March 2010
Morgan Stanley June 2007 - February 2008
CIBC World Markets November 2005 - June 2007
Goldman Sachs 2005 - 2005
Merrill Lynch Investment Managers September 2000 - November 2002
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
MS Global Affairs, Global Affairs
Rutgers, The State University of New Jersey-Newark 2004 — 2005
MPA, Public Administration
Adam Aburub's Merrill Lynch Investment Managers Experience 1997 - 2001
Job Managing Director at NuTek Solutions
Industry Financial Services
Experience
NuTek Solutions Data Arch ConsultantJohnson & Johnson2008 - 2008
JP Morgan 2002 - 2004
Merrill Lynch Investment Managers 1997 - 2001
Merril Lynch 1997 - 2000
Education
Oklahoma State University 1983 — 1987
BS, Management Science and Computer Systems
NuTek Solutions Data Arch ConsultantJohnson & Johnson2008 - 2008
JP Morgan 2002 - 2004
Merrill Lynch Investment Managers 1997 - 2001
Merril Lynch 1997 - 2000
Education
Oklahoma State University 1983 — 1987
BS, Management Science and Computer Systems
William Zitelli's Merrill Lynch Investment Managers Experience 1998 - 2000
Job General Counsel at CBRE Clarion Securities
Industry Investment Management
Experience
CBRE Clarion Securities September 2007 - Present
SEI 2000 - 2005
Merrill Lynch Investment Managers 1998 - 2000
Reboul MacMurray Hewitt Maynard & Kristol 1994 - 1998
Skills
Mutual Funds, Securities, Investment Management, Asset Managment, Risk Management, Hedge Funds, Corporate Governance, Due Diligence, Private Equity, Investments, Corporate Law
Education
University of Pennsylvania Law School 1991 — 1994
J.D.
Penn State University 1986 — 1990
B.S., Finance
CBRE Clarion Securities September 2007 - Present
SEI 2000 - 2005
Merrill Lynch Investment Managers 1998 - 2000
Reboul MacMurray Hewitt Maynard & Kristol 1994 - 1998
Skills
Mutual Funds, Securities, Investment Management, Asset Managment, Risk Management, Hedge Funds, Corporate Governance, Due Diligence, Private Equity, Investments, Corporate Law
Education
University of Pennsylvania Law School 1991 — 1994
J.D.
Penn State University 1986 — 1990
B.S., Finance
Ray Guilfoyle's Merrill Lynch Investment Managers Experience 2003 - February 2005
Job Senior Business Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Jennison Associates LLC March 2015 - Present
Lincoln Financial Group - Equity Risk Management June 2014 - January 2015
NTT Data June 2013 - March 2014
Princeton Financial Systems March 2005 - April 2013
Merrill Lynch Investment Managers 2003 - February 2005
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1993 - 2000
Skills
Fixed Income, Trading Systems, Derivatives, Back Office, Middle Office, Business Analysis, Financial Services, Management, Risk Management, SDLC, Portfolio Management, Equities, Accounting, Mutual Funds, Investments, Account Reconciliation, Trading, Asset Management, User Acceptance Testing, Swaps, Securities
Education
Rider University 1997 — 2000
Master of Business Administration (MBA), Finance, General
Rider University 1981 — 1985
Bachelor of Science (BS), Accounting
Jennison Associates LLC March 2015 - Present
Lincoln Financial Group - Equity Risk Management June 2014 - January 2015
NTT Data June 2013 - March 2014
Princeton Financial Systems March 2005 - April 2013
Merrill Lynch Investment Managers 2003 - February 2005
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1993 - 2000
Skills
Fixed Income, Trading Systems, Derivatives, Back Office, Middle Office, Business Analysis, Financial Services, Management, Risk Management, SDLC, Portfolio Management, Equities, Accounting, Mutual Funds, Investments, Account Reconciliation, Trading, Asset Management, User Acceptance Testing, Swaps, Securities
Education
Rider University 1997 — 2000
Master of Business Administration (MBA), Finance, General
Rider University 1981 — 1985
Bachelor of Science (BS), Accounting
John Sebulsky's Merrill Lynch Investment Managers Experience 2000 - 2006
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2000 - 2006
Merrill Lynch UIT 1989 - 1995
Skills
Mutual Funds, Alternative Investments, Client Service, 401k Operations, Fixed Income, Series 7, Asset Management, Equities, Securities, Investments, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Investment Management, Investment Advisory, FINRA, Relationship Management, Management, Financial Markets, Trading, Financial Services, Transfer Agency, New Product Roll Out, Unit Investment Trusts, Proxy
Education
Rider University 1986 — 1989
Bachelor of Science, Finance
BlackRock 2006 - Present
Merrill Lynch Investment Managers 2000 - 2006
Merrill Lynch UIT 1989 - 1995
Skills
Mutual Funds, Alternative Investments, Client Service, 401k Operations, Fixed Income, Series 7, Asset Management, Equities, Securities, Investments, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Investment Management, Investment Advisory, FINRA, Relationship Management, Management, Financial Markets, Trading, Financial Services, Transfer Agency, New Product Roll Out, Unit Investment Trusts, Proxy
Education
Rider University 1986 — 1989
Bachelor of Science, Finance
Christopher Hecht's Merrill Lynch Investment Managers Experience December 2007 - January 2008
Job Associate at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management 2009 - Present
NYC Department of Education June 2008 - October 2009
Merrill Lynch Investment Managers December 2007 - January 2008
Education
Quinnipiac University - School of Business 2006 — 2009
BS, summa cum laude, Financial Management
Goldman Sachs Asset Management 2009 - Present
NYC Department of Education June 2008 - October 2009
Merrill Lynch Investment Managers December 2007 - January 2008
Education
Quinnipiac University - School of Business 2006 — 2009
BS, summa cum laude, Financial Management
Patricia Boyle Barnes's Merrill Lynch Investment Managers Experience August 1997 - August 1999
Job Operation Analyst, eVestment
Industry Information Technology and Services
Experience
eVestment November 2012 - Present
Merrill Lynch January 2003 - June 2008
Merrill Lynch August 2001 - January 2003
Merrill Lynch August 1999 - August 2001
Merrill Lynch Investment Managers August 1997 - August 1999
Merrill Lynch October 1992 - August 1997
Merrill Lynch September 1986 - October 1992
Skills
Investments, Retirement Planning, Financial Services, Investment Advisory, Relationship Management, Equities, Product Management, Financial Advisory, IRAs, Business Analysis, Process Improvement, Business Requirements, FINRA, Management, Project Management, Investment Management, Banking, Marketing Communications
Education
University of Phoenix 2003 — 2004
Business
Shippensburg University of Pennsylvania 1985 — 1986
Business Administration
eVestment November 2012 - Present
Merrill Lynch January 2003 - June 2008
Merrill Lynch August 2001 - January 2003
Merrill Lynch August 1999 - August 2001
Merrill Lynch Investment Managers August 1997 - August 1999
Merrill Lynch October 1992 - August 1997
Merrill Lynch September 1986 - October 1992
Skills
Investments, Retirement Planning, Financial Services, Investment Advisory, Relationship Management, Equities, Product Management, Financial Advisory, IRAs, Business Analysis, Process Improvement, Business Requirements, FINRA, Management, Project Management, Investment Management, Banking, Marketing Communications
Education
University of Phoenix 2003 — 2004
Business
Shippensburg University of Pennsylvania 1985 — 1986
Business Administration
Sharon Gottlieb's Merrill Lynch Investment Managers Experience August 1975 - December 1988
Job CFO at Inspired Possibilities LLC
Industry Medical Devices
Experience
Inspired Possibilities LLC January 2013 - Present
LogicMark LLC January 2006 - December 2012
DeisgnTech International LLC January 1989 - December 2005
Merrill Lynch Investment Managers August 1975 - December 1988
Skills
SEC reporting, Banking Relationships, Financial Operations, Cash Management, SEC compliance, Strategic Planning, Divestitures, SEC filings, IPO, Public Companies, Revenue Recognition, Working Capital..., SEC, Acquisition Integration, Start-ups, Mergers, Investor Relations, Treasury
Education
Saint Mary's College 1971 — 1975
BA, History
Inspired Possibilities LLC January 2013 - Present
LogicMark LLC January 2006 - December 2012
DeisgnTech International LLC January 1989 - December 2005
Merrill Lynch Investment Managers August 1975 - December 1988
Skills
SEC reporting, Banking Relationships, Financial Operations, Cash Management, SEC compliance, Strategic Planning, Divestitures, SEC filings, IPO, Public Companies, Revenue Recognition, Working Capital..., SEC, Acquisition Integration, Start-ups, Mergers, Investor Relations, Treasury
Education
Saint Mary's College 1971 — 1975
BA, History
Kimber Gregorakis's Merrill Lynch Investment Managers Experience 2003 - 2006
Job Proprietor, Artisan's Brewery & Italian Grill
Industry Food & Beverages
Experience
Motivate Design March 2014 - Present
Artisan's Brewery & Italian Grill June 2001 - Present
BlackRock October 2006 - March 2009
Merrill Lynch Investment Managers 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch 1991 - 2000
Skills
Business Analysis, SDLC, Software Project..., User Acceptance Testing, Process Improvement, Project Management, Mutual Funds, Hedge Funds, Vendor Management, Financial Services, Asset Managment, Equities, Fixed Income, Requirements Gathering, Portfolio Management
Education
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Science, Finance
Motivate Design March 2014 - Present
Artisan's Brewery & Italian Grill June 2001 - Present
BlackRock October 2006 - March 2009
Merrill Lynch Investment Managers 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch 1991 - 2000
Skills
Business Analysis, SDLC, Software Project..., User Acceptance Testing, Process Improvement, Project Management, Mutual Funds, Hedge Funds, Vendor Management, Financial Services, Asset Managment, Equities, Fixed Income, Requirements Gathering, Portfolio Management
Education
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Science, Finance
Dominick Pisapia's Merrill Lynch Investment Managers Experience February 1998 - March 2000
Job Business Line Finance Manager
Industry Financial Services
Experience
TD Bank Group October 2010 - Present
Bank of America Merrill Lynch March 2001 - January 2011
Merrill Lynch 1995 - 2009
Merrill Lynch March 2000 - March 2001
Merrill Lynch Investment Managers February 1998 - March 2000
Merrill Lynch 1998 - 2000
Merrill Lynch Investment Managers August 1995 - February 1998
Skills
Finance, Financial Services, Management, Fixed Income, Portfolio Management, Banking, Financial Analysis, Analysis, Business Analysis, Derivatives, Financial Risk, Risk Management, Securities
Education
Rider University 2000 — 2005
MBA, Finance
Rider University 1991 — 1995
BS, Finance
TD Bank Group October 2010 - Present
Bank of America Merrill Lynch March 2001 - January 2011
Merrill Lynch 1995 - 2009
Merrill Lynch March 2000 - March 2001
Merrill Lynch Investment Managers February 1998 - March 2000
Merrill Lynch 1998 - 2000
Merrill Lynch Investment Managers August 1995 - February 1998
Skills
Finance, Financial Services, Management, Fixed Income, Portfolio Management, Banking, Financial Analysis, Analysis, Business Analysis, Derivatives, Financial Risk, Risk Management, Securities
Education
Rider University 2000 — 2005
MBA, Finance
Rider University 1991 — 1995
BS, Finance
Joseph Conklin's Merrill Lynch Investment Managers Experience April 2000 - September 2006
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers April 2000 - September 2006
ABM Corporation November 1997 - April 2000
Merrill Lynch 1991 - 1997
Skills
Fixed Income, Asset Management
Education
Rutgers University-New Brunswick
BS
BlackRock October 2006 - Present
Merrill Lynch Investment Managers April 2000 - September 2006
ABM Corporation November 1997 - April 2000
Merrill Lynch 1991 - 1997
Skills
Fixed Income, Asset Management
Education
Rutgers University-New Brunswick
BS
Andrew Varillo's Merrill Lynch Investment Managers Experience March 1996 - June 2003
Job Director of Hedge Fund Accounting
Industry Financial Services
Experience
International Fund Services, A State Street Company July 2009 - Present
Goldman Sachs July 2002 - July 2009
Merrill Lynch Investment Managers March 1996 - June 2003
Skills
Fund Administration, Hedge Funds, Mutual Funds, Middle Office, Fund Accounting, Bloomberg Terminal, Options, Valuation, Pricing Analysis, Equities, Fixed Income, Derivatives, Equity Swaps, Interest Rate Swaps, Total Return Swaps, Corporate Actions, Pricing, Allocations, FINRA, Relationship Management, Onboarding, Business Integration, Manage Client..., Financial Services, Investor Reporting
Education
Rider University 2000 — 2002
M.B.A., Finance
Rider University 1991 — 1995
B.S., Accounting
International Fund Services, A State Street Company July 2009 - Present
Goldman Sachs July 2002 - July 2009
Merrill Lynch Investment Managers March 1996 - June 2003
Skills
Fund Administration, Hedge Funds, Mutual Funds, Middle Office, Fund Accounting, Bloomberg Terminal, Options, Valuation, Pricing Analysis, Equities, Fixed Income, Derivatives, Equity Swaps, Interest Rate Swaps, Total Return Swaps, Corporate Actions, Pricing, Allocations, FINRA, Relationship Management, Onboarding, Business Integration, Manage Client..., Financial Services, Investor Reporting
Education
Rider University 2000 — 2002
M.B.A., Finance
Rider University 1991 — 1995
B.S., Accounting
Fyfy Nguyen's Merrill Lynch Investment Managers Experience September 2008 - June 2009
Job Buying/Planning at Amazon
Industry Retail
Experience
Amazon.com April 2012 - Present
Just Vittles June 2011 - March 2012
J.Crew November 2010 - March 2012
Penn Schoen Berland November 2009 - November 2010
Merrill Lynch Investment Managers September 2008 - June 2009
Skills
Data Analysis, Customer Service, Process Improvement, Microsoft Excel, Retail Buying, E-commerce, Merchandising, Market Research, Vendor Management, Business Development, PowerPoint, Open to Buy Management, Business Analysis, Quantitative Research, Qualitative Research, Social Media
Education
Seattle University 2006 — 2009
Bachelor of Arts in Business Administration, Finance, 3.84
Amazon.com April 2012 - Present
Just Vittles June 2011 - March 2012
J.Crew November 2010 - March 2012
Penn Schoen Berland November 2009 - November 2010
Merrill Lynch Investment Managers September 2008 - June 2009
Skills
Data Analysis, Customer Service, Process Improvement, Microsoft Excel, Retail Buying, E-commerce, Merchandising, Market Research, Vendor Management, Business Development, PowerPoint, Open to Buy Management, Business Analysis, Quantitative Research, Qualitative Research, Social Media
Education
Seattle University 2006 — 2009
Bachelor of Arts in Business Administration, Finance, 3.84
Jennifer Scharnitz's Merrill Lynch Investment Managers Experience May 2000 - October 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers May 2000 - October 2006
Skills
Mutual Funds
Education
Rowan University 1998 — 2000
Bachelor of Science, Business
BlackRock October 2006 - Present
Merrill Lynch Investment Managers May 2000 - October 2006
Skills
Mutual Funds
Education
Rowan University 1998 — 2000
Bachelor of Science, Business
Bill Misata's Merrill Lynch Investment Managers Experience 2005 - 2007
Job Consultant at Misata Consulting
Industry Investment Management
Experience
Misata Consulting April 2011 - Present
Allianz Global Investors August 2008 - March 2011
Allianz 2007 - March 2011
Merrill Lynch Investment Managers 2005 - 2007
Pioneer Investments 1987 - 2004
The Pioneer Group, Inc. 1987 - 2004
Boston Financial Data Services 1980 - 1987
Education
Princeton University 1961 — 1965
BA, Politics
Misata Consulting April 2011 - Present
Allianz Global Investors August 2008 - March 2011
Allianz 2007 - March 2011
Merrill Lynch Investment Managers 2005 - 2007
Pioneer Investments 1987 - 2004
The Pioneer Group, Inc. 1987 - 2004
Boston Financial Data Services 1980 - 1987
Education
Princeton University 1961 — 1965
BA, Politics
Charlie Dillon's Merrill Lynch Investment Managers Experience 1997 - 2006
Job Director, Great Lakes Advisors, LLC
Industry Investment Management
Experience
Great Lakes Advisors July 2011 - Present
AccessAlpha Worldwide, LLC February 2010 - February 2011
ING Investment Management 2006 - 2008
Merrill Lynch Investment Managers 1997 - 2006
Education
St. Joseph's College (IN) 1975 — 1979
BS, Business Administration
Great Lakes Advisors July 2011 - Present
AccessAlpha Worldwide, LLC February 2010 - February 2011
ING Investment Management 2006 - 2008
Merrill Lynch Investment Managers 1997 - 2006
Education
St. Joseph's College (IN) 1975 — 1979
BS, Business Administration
Nicole Ferrentino's Merrill Lynch Investment Managers Experience December 1992 - August 1995
Job Experienced Business Planning/Senior Analyst & Investment Banking Professional
Industry Investment Banking
Experience
Hewlett-Packard November 1997 - September 2008
Wells Fargo June 1996 - September 1997
Standard Chartered Bank September 1995 - April 1996
Merrill Lynch Investment Managers December 1992 - August 1995
Education
Portland State University
B.A., Political Science
Hewlett-Packard November 1997 - September 2008
Wells Fargo June 1996 - September 1997
Standard Chartered Bank September 1995 - April 1996
Merrill Lynch Investment Managers December 1992 - August 1995
Education
Portland State University
B.A., Political Science
Hani Atassi's Merrill Lynch Investment Managers Experience Vice PresidentMerrill Lynch1996 - Present
Job Financial Advisor at Merrill Lynch Investment Managers
Industry Banking
Experience
Merrill Lynch Investment Managers Vice PresidentMerrill Lynch1996 - Present
Skills
Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Asset Management, Business Strategy, Due Diligence, Equities, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Securities, Series 63, Series 65, Series 7, Strategic Financial..., Strategic Planning, Strategy
Education
Columbia University in the City of New York 2013 — 2013
Certified Portfolio Manager, Finance and Financial Management Services
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MBA, Finance
The University of Texas at Austin 1986 — 1991
Chemical eng, Chemical Engineering
Merrill Lynch Investment Managers Vice PresidentMerrill Lynch1996 - Present
Skills
Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Asset Allocation, Asset Management, Business Strategy, Due Diligence, Equities, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Securities, Series 63, Series 65, Series 7, Strategic Financial..., Strategic Planning, Strategy
Education
Columbia University in the City of New York 2013 — 2013
Certified Portfolio Manager, Finance and Financial Management Services
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MBA, Finance
The University of Texas at Austin 1986 — 1991
Chemical eng, Chemical Engineering
Matthew Massimi's Merrill Lynch Investment Managers Experience May 2005 - September 2006
Job Investment Specialist
Industry Financial Services
Experience
SEI Private Trust Company & SEI Trust Company 2010 - Present
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers May 2005 - September 2006
Merrill Lynch June 2002 - May 2005
Merrill Lynch November 1999 - May 2005
Skills
Fixed Income, Capital Markets, Valuation, Swaps
Education
Rider University 1994 — 1998
BS, Accounting
SEI Private Trust Company & SEI Trust Company 2010 - Present
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers May 2005 - September 2006
Merrill Lynch June 2002 - May 2005
Merrill Lynch November 1999 - May 2005
Skills
Fixed Income, Capital Markets, Valuation, Swaps
Education
Rider University 1994 — 1998
BS, Accounting
Kelsy Phinney's Merrill Lynch Investment Managers Experience June 2004 - August 2006
Job Mutual Fund Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2014 - Present
RS Investments August 2006 - December 2014
Merrill Lynch Investment Managers June 2004 - August 2006
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, 401k, Investments, Wealth Management, ETFs, Insurance, Asset Management, Asset Managment, LinkedIn Training
Education
Saint Anselm College 2000 — 2004
BA, Finance & Economics
Putnam Investments December 2014 - Present
RS Investments August 2006 - December 2014
Merrill Lynch Investment Managers June 2004 - August 2006
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, 401k, Investments, Wealth Management, ETFs, Insurance, Asset Management, Asset Managment, LinkedIn Training
Education
Saint Anselm College 2000 — 2004
BA, Finance & Economics
Paige Walden's Merrill Lynch Investment Managers Experience October 2000 - April 2006
Job Executive Administrative Assistant at National Science Resources Center
Industry Museums and Institutions
Experience
National Science Resources Center Executive Administrative AssistantSmithsonian Institution2009 - Present
Merrill Lynch Investment Managers October 2000 - April 2006
Education
Norfolk State University 1984 — 1986
N/A, Business Administrative
Princeton High School
National Science Resources Center Executive Administrative AssistantSmithsonian Institution2009 - Present
Merrill Lynch Investment Managers October 2000 - April 2006
Education
Norfolk State University 1984 — 1986
N/A, Business Administrative
Princeton High School
Kathy Dalcourt's Merrill Lynch Investment Managers Experience 2000 - 2001
Job Independent Human Resources Professional
Industry Human Resources
Experience
Merrill Lynch Investment Managers 2000 - 2001
The Great Atlantic & Pacific Tea Company (Eight O'Clock Coffee/Compass Foods) 1999 - 2000
Alliant Foodservice 1995 - 1996
Comcast 1994 - 1996
Edison Parking 1987 - 1994
Skills
Employee Relations, College Recruiting, Interviews
Education
Rutgers Business School 1989 — 1993
Human Resource Management
Seton Hall University 1982 — 1986
BS, Marketing
Merrill Lynch Investment Managers 2000 - 2001
The Great Atlantic & Pacific Tea Company (Eight O'Clock Coffee/Compass Foods) 1999 - 2000
Alliant Foodservice 1995 - 1996
Comcast 1994 - 1996
Edison Parking 1987 - 1994
Skills
Employee Relations, College Recruiting, Interviews
Education
Rutgers Business School 1989 — 1993
Human Resource Management
Seton Hall University 1982 — 1986
BS, Marketing
Walter Cuje's Merrill Lynch Investment Managers Experience 1987 - 2003
Job Contracting Officer Department of Defense / Owner and Manager Rivers Edge Capital and Walt's Pop Archives
Industry Defense & Space
Experience
Rivers Edge Capital Advisors 2003 - Present
United States Department of Defense 2003 - Present
Walt's Pop Archives 1976 - Present
Merrill Lynch Investment Managers 1987 - 2003
Fort Hood, TX 1983 - 1987
Skills
Portfolio Management, DoD, Mutual Funds, Intelligence, Negotiation, Selling, Fixed Income, Defense, Security Clearance, Government Contracting, Online Retail, Wealth Management, Trading, Securities, Literature, Philosophy, Economics, Policy Analysis, Customer Service, Physical Fitness, Marketing, Acquisitions, Product Cost Analysis, Defense Contracting
Education
Richard Stockton College of New Jersey
Bachelor of Science (BS), Business
Rumson Fair Haven regional High School
Rumson Fair Haven regional High School
Rumson Fair Haven regional High School
Rutgers, The State University of New Jersey-New Brunswick
Master of Business Administration (MBA), Finance
Rivers Edge Capital Advisors 2003 - Present
United States Department of Defense 2003 - Present
Walt's Pop Archives 1976 - Present
Merrill Lynch Investment Managers 1987 - 2003
Fort Hood, TX 1983 - 1987
Skills
Portfolio Management, DoD, Mutual Funds, Intelligence, Negotiation, Selling, Fixed Income, Defense, Security Clearance, Government Contracting, Online Retail, Wealth Management, Trading, Securities, Literature, Philosophy, Economics, Policy Analysis, Customer Service, Physical Fitness, Marketing, Acquisitions, Product Cost Analysis, Defense Contracting
Education
Richard Stockton College of New Jersey
Bachelor of Science (BS), Business
Rumson Fair Haven regional High School
Rumson Fair Haven regional High School
Rumson Fair Haven regional High School
Rutgers, The State University of New Jersey-New Brunswick
Master of Business Administration (MBA), Finance
Michael Quaranta's Merrill Lynch Investment Managers Experience 2004 - 2006
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch Investment Managers 2004 - 2006
Skills
Fixed Income, Equities, Asset Managment, Mutual Funds, Alternative Investments, Hedge Funds, Securities, ETFs, Series 7, Asset Management
Education
Rider University
Merrill Lynch Investment Managers 2004 - 2006
Skills
Fixed Income, Equities, Asset Managment, Mutual Funds, Alternative Investments, Hedge Funds, Securities, ETFs, Series 7, Asset Management
Education
Rider University
Gina Zhang's Merrill Lynch Investment Managers Experience 2004 - 2006
Job Partner at Philadelphia International Advisors
Industry Alternative Dispute Resolution
Experience
Philadelphia International Advisors 2010 - Present
Ironbound Capital Management 2007 - 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch Investment Managers 2002 - 2004
Skills
CFA Charter Holder, Native Speaker of...
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Master of Arts (M.A.), Statistics
Peking University
Bachelor's degree, Statistics
Philadelphia International Advisors 2010 - Present
Ironbound Capital Management 2007 - 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch Investment Managers 2002 - 2004
Skills
CFA Charter Holder, Native Speaker of...
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Master of Arts (M.A.), Statistics
Peking University
Bachelor's degree, Statistics
Eric Perlish's Merrill Lynch Investment Managers Experience January 1998 - August 2003
Job Head of Global Trading at Sands Capital Management
Industry Investment Management
Experience
Sands Capital Management January 2011 - Present
Ironbound Capital 2004 - December 2010
Cisco Systems January 2004 - December 2004
Merrill Lynch Investment Managers January 1998 - August 2003
Skills
Bloomberg, VBA, Microsoft Excel, Access, Equities, Asset Managment, Hedge Funds, Equity Research, Investments, Financial Modeling, Valuation, Trading, Capital Markets, Electronic Trading, Trading Systems
Education
Rider University 1993 — 1997
BSBA, Actuarial Science / Finance
Sands Capital Management January 2011 - Present
Ironbound Capital 2004 - December 2010
Cisco Systems January 2004 - December 2004
Merrill Lynch Investment Managers January 1998 - August 2003
Skills
Bloomberg, VBA, Microsoft Excel, Access, Equities, Asset Managment, Hedge Funds, Equity Research, Investments, Financial Modeling, Valuation, Trading, Capital Markets, Electronic Trading, Trading Systems
Education
Rider University 1993 — 1997
BSBA, Actuarial Science / Finance
Jeanie Spano's Merrill Lynch Investment Managers Experience January 2001 - September 2006
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - September 2013
Secure Talent as Agent for PIMCO LLC February 2011 - September 2012
Financial Tax Services September 2008 - August 2012
BLACKROCK INVESTMENT MANAGEMENT September 2006 - September 2008
Merrill Lynch Investment Managers January 2001 - September 2006
Merrill Lynch Investment Managers January 2000 - January 2001
Merrill Lynch Investment Managers January 1998 - January 2000
Merrill Lynch Investment Managers August 1996 - January 1998
Legal Advisory Department January 1994 - August 1996
Skills
Investments, Fixed Income, Portfolio Management
Education
THE STUART SCHOOL OF BUSINESS ADMINISTRATION
Ocean County College
Finance
Rider University
B.S, Finance
Merrill Lynch September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - September 2013
Secure Talent as Agent for PIMCO LLC February 2011 - September 2012
Financial Tax Services September 2008 - August 2012
BLACKROCK INVESTMENT MANAGEMENT September 2006 - September 2008
Merrill Lynch Investment Managers January 2001 - September 2006
Merrill Lynch Investment Managers January 2000 - January 2001
Merrill Lynch Investment Managers January 1998 - January 2000
Merrill Lynch Investment Managers August 1996 - January 1998
Legal Advisory Department January 1994 - August 1996
Skills
Investments, Fixed Income, Portfolio Management
Education
THE STUART SCHOOL OF BUSINESS ADMINISTRATION
Ocean County College
Finance
Rider University
B.S, Finance
Courtney Golisano, CFA's Merrill Lynch Investment Managers Experience July 2005 - September 2006
Job Director, Independent Channel Marketing at BlackRock
Industry Financial Services
Experience
BlackRock February 2015 - Present
BlackRock July 2008 - January 2015
BlackRock October 2006 - June 2008
Merrill Lynch Investment Managers July 2005 - September 2006
Skills
Series 7, Series 66, Alternative Investments, Uniform Combined State..., Asset Management, Mutual Funds, Investments, Marketing, Asset Allocation, Equities, Fixed Income, Portfolio Management
Education
Princeton University 2001 — 2005
BA, Economics
BlackRock February 2015 - Present
BlackRock July 2008 - January 2015
BlackRock October 2006 - June 2008
Merrill Lynch Investment Managers July 2005 - September 2006
Skills
Series 7, Series 66, Alternative Investments, Uniform Combined State..., Asset Management, Mutual Funds, Investments, Marketing, Asset Allocation, Equities, Fixed Income, Portfolio Management
Education
Princeton University 2001 — 2005
BA, Economics
Julie Schneeweis's Merrill Lynch Investment Managers Experience January 1999 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock October 2006 - December 2009
BlackRock Financial Management/Merrill Lynch Investment Management January 2000 - January 2009
Merrill Lynch Investment Managers January 1999 - January 2006
Magnum Group, Inc January 1997 - January 1999
CA Spalding Automotive &Aerospace January 1994 - January 1997
Famous Footwear January 1991 - January 1992
7-Eleven January 1985 - January 1990
Education
Oakland County College
Rider University
Business Administration Management
BlackRock October 2006 - December 2009
BlackRock Financial Management/Merrill Lynch Investment Management January 2000 - January 2009
Merrill Lynch Investment Managers January 1999 - January 2006
Magnum Group, Inc January 1997 - January 1999
CA Spalding Automotive &Aerospace January 1994 - January 1997
Famous Footwear January 1991 - January 1992
7-Eleven January 1985 - January 1990
Education
Oakland County College
Rider University
Business Administration Management
Thomas P. McGrane, CFA's Merrill Lynch Investment Managers Experience January 1997 - December 2001
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2002 - Present
Merrill Lynch Investment Managers January 1997 - December 2001
NatWest Bank January 1992 - December 1996
Skills
Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Alternative Investments, Investments, Securities, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Investment Advisory, Financial Markets, Financial Planning, Fixed Income, Banking, Equities
Education
Rider University 1978 — 1982
Bachelor's degree, Finance
Middletown High School North 1974 — 1978
PNC Wealth Management January 2002 - Present
Merrill Lynch Investment Managers January 1997 - December 2001
NatWest Bank January 1992 - December 1996
Skills
Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Alternative Investments, Investments, Securities, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Investment Advisory, Financial Markets, Financial Planning, Fixed Income, Banking, Equities
Education
Rider University 1978 — 1982
Bachelor's degree, Finance
Middletown High School North 1974 — 1978
Charles Sickles, CIMA's Merrill Lynch Investment Managers Experience 1989 - 2004
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
Merrill Lynch April 2012 - May 2015
Merrill Lynch 2009 - March 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch Investment Managers 1989 - 2004
Skills
Series 7, Series 63, Equities, Wealth Management, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Asset Managment, Financial Services, Sales, Alternative Investments, Investment Advisory, Series 65, Fixed Income, Management, Asset Management, Separately Managed..., Capital Markets
Education
Rutgers University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
BlackRock May 2015 - Present
Merrill Lynch April 2012 - May 2015
Merrill Lynch 2009 - March 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch Investment Managers 1989 - 2004
Skills
Series 7, Series 63, Equities, Wealth Management, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Asset Managment, Financial Services, Sales, Alternative Investments, Investment Advisory, Series 65, Fixed Income, Management, Asset Management, Separately Managed..., Capital Markets
Education
Rutgers University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Colleen Cunniffe's Merrill Lynch Investment Managers Experience April 1998 - August 2001
Job Managing Director at Deutsche Asset & Wealth Management/Head of High Yield & Leveraged Loan Research
Industry Investment Management
Experience
Deutsche Asset & Wealth Management February 2006 - Present
Flagship Capital Management September 2001 - February 2006
Merrill Lynch Investment Managers April 1998 - August 2001
Mellon Bank 1994 - 1998
Skills
Credit Analysis, High Yield Bonds, Leveraged Loans, CLOs, Mutual Funds, Separately Managed..., Client Presentation
Education
The George Washington University 1992 — 1994
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature/Letters
Deutsche Asset & Wealth Management February 2006 - Present
Flagship Capital Management September 2001 - February 2006
Merrill Lynch Investment Managers April 1998 - August 2001
Mellon Bank 1994 - 1998
Skills
Credit Analysis, High Yield Bonds, Leveraged Loans, CLOs, Mutual Funds, Separately Managed..., Client Presentation
Education
The George Washington University 1992 — 1994
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature/Letters
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY