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
Hayden Rumble Hayden Rumble's Merrill Lynch Investment Managers Experience January 2004 - December 2005
Job Project Manager | Business Analyst
Industry Information Technology and Services
Experience
Lincom Solutions November 2013 - June 2014
EnergyAustralia May 2012 - January 2013
Plan International March 2012 - April 2012
Lend Lease January 2011 - January 2012
AGL January 2009 - April 2010
AVIVA - Navigator Research November 2006 - November 2008
AVIVA - Navigator Research January 2006 - November 2006
Merrill Lynch Investment Managers January 2004 - December 2005
LV Asset Management October 2002 - July 2003
Merrill Lynch Investment Managers September 2001 - September 2002
Skills
Analysis, Business Process, Process Engineering, Business Process Mapping, Process Improvement, Business Requirements, Requirements Gathering, Business Process..., Business Analysis, Data Analysis, Financial Analysis, Eliciting Requirements, Financial Modeling, Forecasting, Financial Reporting, Superannuation Products, Wealth Management, Superannuation, Problem Solving, Business Case, MS Project, Project Delivery, User Acceptance Testing, Software Documentation, SDLC, Wireframes, MySQL, Database Design, Systems Analysis, Agile Web Development, Use Case Analysis, System Architecture, Mobile Web Development, Mobile Web Design, PHP, Bootstrap 3, jQuery, Visio, Access, Microsoft Excel, Team Leadership, Management, Leadership, Wealth Management..., Mobile Internet, Stakeholder Management
Education
Swinburne University of Technology 2010 — 2012
Masters of Business Systems (MBS), Business Systems Design & Management
University of Melbourne - Melbourne Business School 2008 — 2008
Intensive Management Training Program
Financial Services Institute of Australia 2000 — 2000
Applied Finance and Investment (single elective)
Swinburne University of Technology 1996 — 1999
Bachelor of Business (BBus), Economics
Lincom Solutions November 2013 - June 2014
EnergyAustralia May 2012 - January 2013
Plan International March 2012 - April 2012
Lend Lease January 2011 - January 2012
AGL January 2009 - April 2010
AVIVA - Navigator Research November 2006 - November 2008
AVIVA - Navigator Research January 2006 - November 2006
Merrill Lynch Investment Managers January 2004 - December 2005
LV Asset Management October 2002 - July 2003
Merrill Lynch Investment Managers September 2001 - September 2002
Skills
Analysis, Business Process, Process Engineering, Business Process Mapping, Process Improvement, Business Requirements, Requirements Gathering, Business Process..., Business Analysis, Data Analysis, Financial Analysis, Eliciting Requirements, Financial Modeling, Forecasting, Financial Reporting, Superannuation Products, Wealth Management, Superannuation, Problem Solving, Business Case, MS Project, Project Delivery, User Acceptance Testing, Software Documentation, SDLC, Wireframes, MySQL, Database Design, Systems Analysis, Agile Web Development, Use Case Analysis, System Architecture, Mobile Web Development, Mobile Web Design, PHP, Bootstrap 3, jQuery, Visio, Access, Microsoft Excel, Team Leadership, Management, Leadership, Wealth Management..., Mobile Internet, Stakeholder Management
Education
Swinburne University of Technology 2010 — 2012
Masters of Business Systems (MBS), Business Systems Design & Management
University of Melbourne - Melbourne Business School 2008 — 2008
Intensive Management Training Program
Financial Services Institute of Australia 2000 — 2000
Applied Finance and Investment (single elective)
Swinburne University of Technology 1996 — 1999
Bachelor of Business (BBus), Economics
Regina Kondracki Regina Kondracki's Merrill Lynch Investment Managers Experience 2000 - 2002
Job Advertising Account Director at Digitas
Industry Marketing and Advertising
Experience
Digitas October 2011 - Present
MSPCA 2009 - Present
Digitas 2008 - October 2011
Digitas 2006 - 2008
Staples 2005 - 2006
Staples 2004 - 2005
Staples 2002 - 2004
Merrill Lynch Investment Managers 2000 - 2002
Skills
Advertising, Budgets, Digital Marketing, Community Outreach, Digital Strategy, Integrated Marketing, Online Advertising, Social Media, Nonprofits, Marketing Strategy, Social Media Marketing, Marketing, Email Marketing, Fundraising
Education
Stonehill College 1996 — 2000
Bachelor's Degree, Business, Marketing, Finance, Accounting
Digitas October 2011 - Present
MSPCA 2009 - Present
Digitas 2008 - October 2011
Digitas 2006 - 2008
Staples 2005 - 2006
Staples 2004 - 2005
Staples 2002 - 2004
Merrill Lynch Investment Managers 2000 - 2002
Skills
Advertising, Budgets, Digital Marketing, Community Outreach, Digital Strategy, Integrated Marketing, Online Advertising, Social Media, Nonprofits, Marketing Strategy, Social Media Marketing, Marketing, Email Marketing, Fundraising
Education
Stonehill College 1996 — 2000
Bachelor's Degree, Business, Marketing, Finance, Accounting
Richard Pearson, CFA Richard Pearson, CFA's Merrill Lynch Investment Managers Experience October 1999 - February 2001
Job Director, Private Wealth Management at IA Clarington
Industry Financial Services
Experience
Private Wealth ManagementIA Clarington Investments January 2009 - Present
IA Clarington January 2006 - January 2009
CIBC Asset Management July 2004 - October 2005
Synergy Asset Management February 2001 - March 2004
Merrill Lynch Investment Managers October 1999 - February 2001
Atlas Mutual Funds November 1996 - October 1999
Spectrum United Mutual Funds 1995 - 1996
Fidelity Investments 1993 - 1995
Francophonie jeunesse de l'Alberta 1986 - 1988
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Investment Advisory, Alternative Investments, Asset Managment, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Securities, Asset Allocation, ETFs, Financial Advisory
Education
University of Alberta 1986 — 1990
Bachelor of Arts, Political Science, Economics
Private Wealth ManagementIA Clarington Investments January 2009 - Present
IA Clarington January 2006 - January 2009
CIBC Asset Management July 2004 - October 2005
Synergy Asset Management February 2001 - March 2004
Merrill Lynch Investment Managers October 1999 - February 2001
Atlas Mutual Funds November 1996 - October 1999
Spectrum United Mutual Funds 1995 - 1996
Fidelity Investments 1993 - 1995
Francophonie jeunesse de l'Alberta 1986 - 1988
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Investment Advisory, Alternative Investments, Asset Managment, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Securities, Asset Allocation, ETFs, Financial Advisory
Education
University of Alberta 1986 — 1990
Bachelor of Arts, Political Science, Economics
Jeff Bonaldi Jeff Bonaldi's Merrill Lynch Investment Managers Experience 2004 - 2006
Job Head of Citi Agency Lending Americas Sales
Industry Financial Services
Experience
Citi February 2011 - Present
Citi 2006 - February 2011
Princeton Tennis Program March 2002 - May 2007
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch Investment Managers 2003 - 2004
Sol C. Snider Entrepreneurial Research Center, The Wharton School, University of Pennsylvania September 2002 - March 2003
Sports Klip 2000 - 2003
Skills
Portfolio Management, Investments, Charles River, Bloomberg, Microsoft Office, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, WordPress
Education
University of Pennsylvania 2002 — 2003
Course Work
The College of New Jersey 1996 — 2000
B.A., Political Science
Citi February 2011 - Present
Citi 2006 - February 2011
Princeton Tennis Program March 2002 - May 2007
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch Investment Managers 2003 - 2004
Sol C. Snider Entrepreneurial Research Center, The Wharton School, University of Pennsylvania September 2002 - March 2003
Sports Klip 2000 - 2003
Skills
Portfolio Management, Investments, Charles River, Bloomberg, Microsoft Office, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, WordPress
Education
University of Pennsylvania 2002 — 2003
Course Work
The College of New Jersey 1996 — 2000
B.A., Political Science
Roberto Roffo Roberto Roffo's Merrill Lynch Investment Managers Experience April 1992 - November 2003
Job Senior Portfolio Manager actively seeking new opportunities
Industry Financial Services
Experience
Advisors Asset Management, Inc. May 2013 - June 2014
SMC Fixed Income Management, LP July 2006 - May 2013
Claymore Advisors November 2003 - July 2006
Merrill Lynch Investment Managers April 1992 - November 2003
Skills
Fixed Income, Bonds, Portfolio Management, Investments, Mutual Funds, Asset Management, Bloomberg, Financial Structuring, Trading, Alternative Investments, Investment Strategies, Swaps, Asset Allocation, Series 63, ETFs, Finance, Securities, Hedge Funds, Municipal, Credit Derivatives, Series 7, Structured Finance, Uniform Combined State..., Series 66, Municipal Bonds, Corporate bonds
Education
University of Massachusetts Boston
BA, Economics and English
Advisors Asset Management, Inc. May 2013 - June 2014
SMC Fixed Income Management, LP July 2006 - May 2013
Claymore Advisors November 2003 - July 2006
Merrill Lynch Investment Managers April 1992 - November 2003
Skills
Fixed Income, Bonds, Portfolio Management, Investments, Mutual Funds, Asset Management, Bloomberg, Financial Structuring, Trading, Alternative Investments, Investment Strategies, Swaps, Asset Allocation, Series 63, ETFs, Finance, Securities, Hedge Funds, Municipal, Credit Derivatives, Series 7, Structured Finance, Uniform Combined State..., Series 66, Municipal Bonds, Corporate bonds
Education
University of Massachusetts Boston
BA, Economics and English
Jill Jensen, CIMA® Jill Jensen, CIMA®'s Merrill Lynch Investment Managers Experience May 2000 - October 2006
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse October 2011 - Present
Hatteras Funds January 2008 - August 2011
Morgan Stanley Investment Management May 2007 - February 2008
Merrill Lynch Investment Managers May 2000 - October 2006
WEBS - World Equity Benchmark Shares March 1999 - May 2000
Robertson Stephens & Company September 1995 - March 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Series 7, Asset Managment, Investment Advisory, Fund Of Funds, Managed Futures, Commodity, Private Equity Funding, Asset Allocation, Funding
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration Marketing
Credit Suisse October 2011 - Present
Hatteras Funds January 2008 - August 2011
Morgan Stanley Investment Management May 2007 - February 2008
Merrill Lynch Investment Managers May 2000 - October 2006
WEBS - World Equity Benchmark Shares March 1999 - May 2000
Robertson Stephens & Company September 1995 - March 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Series 7, Asset Managment, Investment Advisory, Fund Of Funds, Managed Futures, Commodity, Private Equity Funding, Asset Allocation, Funding
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration Marketing
Ashley Portals Ashley Portals's Merrill Lynch Investment Managers Experience May 2005 - August 2005
Job Project Manager at Fujitsu Network Communications
Industry Telecommunications
Experience
Fujitsu Network Communications February 2015 - Present
Fujitsu Network Communications October 2013 - February 2015
Fujitsu Network Communications September 2010 - October 2013
ProPac Marketing February 2008 - February 2010
Sturdevant Studios December 2007 - February 2008
International Business Education Resource Center 2007 - 2007
Merrill Lynch Investment Managers May 2005 - August 2005
Skills
Creative Concept..., SAP, Shopper Marketing, Customer Service, Creative Briefs, Account Management, Creative Strategy, Customer Relations, Excel, Event Planning, French, Telecommunications, Writing, Multicultural..., Brand Communication, Advertising, Event Management, Promotions, Marketing Strategy, Budgets, Microsoft Excel, Marketing, Product Development, Integrated Marketing, Project Management, Management, Team Leadership, Cross-functional Team..., Negotiation, Time Management, Retail, Product Marketing
Education
Texas Tech University 2004 — 2007
BBA, Marketing
Texas Tech University - Rawls College of Business 2004 — 2007
BBA, International Business
Instituto Fillipin 2006 — 2006
Study Abroad
ROCKWALL HIGH SCHOOL 2000 — 2004
9-12
Fujitsu Network Communications February 2015 - Present
Fujitsu Network Communications October 2013 - February 2015
Fujitsu Network Communications September 2010 - October 2013
ProPac Marketing February 2008 - February 2010
Sturdevant Studios December 2007 - February 2008
International Business Education Resource Center 2007 - 2007
Merrill Lynch Investment Managers May 2005 - August 2005
Skills
Creative Concept..., SAP, Shopper Marketing, Customer Service, Creative Briefs, Account Management, Creative Strategy, Customer Relations, Excel, Event Planning, French, Telecommunications, Writing, Multicultural..., Brand Communication, Advertising, Event Management, Promotions, Marketing Strategy, Budgets, Microsoft Excel, Marketing, Product Development, Integrated Marketing, Project Management, Management, Team Leadership, Cross-functional Team..., Negotiation, Time Management, Retail, Product Marketing
Education
Texas Tech University 2004 — 2007
BBA, Marketing
Texas Tech University - Rawls College of Business 2004 — 2007
BBA, International Business
Instituto Fillipin 2006 — 2006
Study Abroad
ROCKWALL HIGH SCHOOL 2000 — 2004
9-12
Ileana Facchini's Merrill Lynch Investment Managers Experience November 2000 - May 2003
Job Sr. Project Manager at Genentech
Industry Biotechnology
Experience
Genentech September 2014 - Present
Consulting January 2014 - July 2014
Bracket March 2010 - November 2013
Bio-Rad Laboratories May 2005 - March 2010
Prismedical Corporation April 2004 - September 2004
Merrill Lynch Investment Managers November 2000 - May 2003
Skills
Cross-functional Team..., Process Improvement, Program Management, Project Management, Project Portfolio..., Business Process..., Business Analysis, Strategic Planning, Change Management, Start-ups, Management Consulting, Analytics, Risk Management, Mergers, PMO, Competitive Analysis, SDLC, Financial Analysis, Software Project..., IT Strategy, Business Process, Leadership, Business Development, Project Planning, Enterprise Software, Training, Operations Management, Governance, Mergers & Acquisitions
Education
Prosci ADKAR 2014 — 2014
Change Management Certification
Stanford Center for Professional Development 2009 — 2009
Advanced Program Management
University of California, Berkeley, Haas School of Business 2008 — 2008
CIO Institute, Strategy, IT
University of San Francisco 2003 — 2005
MBA 2005, Business Administration
Università Commerciale 'Luigi Bocconi' 1994 — 1999
Master's degree, Business Administration
Antonio Pigafetta
High School, Classical Studies
Genentech September 2014 - Present
Consulting January 2014 - July 2014
Bracket March 2010 - November 2013
Bio-Rad Laboratories May 2005 - March 2010
Prismedical Corporation April 2004 - September 2004
Merrill Lynch Investment Managers November 2000 - May 2003
Skills
Cross-functional Team..., Process Improvement, Program Management, Project Management, Project Portfolio..., Business Process..., Business Analysis, Strategic Planning, Change Management, Start-ups, Management Consulting, Analytics, Risk Management, Mergers, PMO, Competitive Analysis, SDLC, Financial Analysis, Software Project..., IT Strategy, Business Process, Leadership, Business Development, Project Planning, Enterprise Software, Training, Operations Management, Governance, Mergers & Acquisitions
Education
Prosci ADKAR 2014 — 2014
Change Management Certification
Stanford Center for Professional Development 2009 — 2009
Advanced Program Management
University of California, Berkeley, Haas School of Business 2008 — 2008
CIO Institute, Strategy, IT
University of San Francisco 2003 — 2005
MBA 2005, Business Administration
Università Commerciale 'Luigi Bocconi' 1994 — 1999
Master's degree, Business Administration
Antonio Pigafetta
High School, Classical Studies
Kathleen Pabla Kathleen Pabla's Merrill Lynch Investment Managers Experience November 1999 - October 2001
Job Vice President, Director of Research at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey August 2012 - Present
Manulife Financial June 2011 - August 2012
CIBC Asset Management 2002 - February 2011
Merrill Lynch Investment Managers November 1999 - October 2001
Education
University of Alberta 1988 — 1992
BA, Political Science
Segal Rogerscasey August 2012 - Present
Manulife Financial June 2011 - August 2012
CIBC Asset Management 2002 - February 2011
Merrill Lynch Investment Managers November 1999 - October 2001
Education
University of Alberta 1988 — 1992
BA, Political Science
James Pagano's Merrill Lynch Investment Managers Experience May 1997 - September 2006
Job CFA • Fixed Income Management • Business Process Management • Performance Attribution • Presentations and Reporting
Industry Financial Services
Experience
NYL Investors LLC October 2006 - July 2014
Merrill Lynch Investment Managers May 1997 - September 2006
Merrill Lynch July 1994 - June 1997
Merrill Lynch February 1992 - July 1994
United States Marine Corps May 1984 - February 1992
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Wealth Management, Relationship Management, Business Analysis, Business Process..., Performance Attribution, Presentations, Derivatives, Mutual Funds, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Valuation
Education
United States Naval Academy 1980 — 1984
Bachelor's Degree, Engineering
NYL Investors LLC October 2006 - July 2014
Merrill Lynch Investment Managers May 1997 - September 2006
Merrill Lynch July 1994 - June 1997
Merrill Lynch February 1992 - July 1994
United States Marine Corps May 1984 - February 1992
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Wealth Management, Relationship Management, Business Analysis, Business Process..., Performance Attribution, Presentations, Derivatives, Mutual Funds, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Valuation
Education
United States Naval Academy 1980 — 1984
Bachelor's Degree, Engineering
Samiur Rahman Samiur Rahman's Merrill Lynch Investment Managers Experience 2006 - 2007
Job Finance Professional
Industry Financial Services
Experience
Fir Tree Partners June 2013 - October 2013
University of Cambridge September 2012 - August 2013
Manhattan Atlantic Capital LLC September 2012 - June 2013
Sapia Partners LLP April 2013 - May 2013
ARGUS / RACE October 2010 - September 2012
Dimension Capital Partners March 2009 - October 2010
RBS Greenwich Capital October 2007 - March 2009
Merrill Lynch Investment Managers 2006 - 2007
UBS Investment Bank 2006 - 2006
Skills
Valuation, Strategy, Hedge Funds, Investments, Equity Research, Financial Modeling, Equities, Start-ups, Investment Banking, Entrepreneurship, Emerging Markets, Fundamental Analysis, Proprietary Trading, Fixed Income, Capital Markets, Business Development, Portfolio Management, Technical Analysis, Credit Rating, Private Equity, Corporate Finance, Mergers & Acquisitions, Bloomberg, Derivatives, Venture Capital, Equities and Fixed..., Investment Analysis, Credit Research, Trading, Financial Analysis, Risk Management, Microsoft Excel, Bloomberg Terminal, Value Investing, IPO, Mutual Funds, Data Analysis, Due Diligence, Capital IQ, PowerPoint, Finance, Microsoft Office, Economics, Econometrics, Leadership, Forecasting, Microsoft Word, Public Speaking, Teamwork, International Relations
Education
University of Cambridge 2012 — 2013
Masters in Finance
University of Cambridge - Darwin College 2012 — 2013
University of Bridgeport 2004 — 2007
Bachelor of Science (B.S.), Majors: Finance & Accounting Minor: Economics, Summa cum laude, Top quintile, 1st Rank in Finance, Academic Award, Dean's Award
Manarat
Fir Tree Partners June 2013 - October 2013
University of Cambridge September 2012 - August 2013
Manhattan Atlantic Capital LLC September 2012 - June 2013
Sapia Partners LLP April 2013 - May 2013
ARGUS / RACE October 2010 - September 2012
Dimension Capital Partners March 2009 - October 2010
RBS Greenwich Capital October 2007 - March 2009
Merrill Lynch Investment Managers 2006 - 2007
UBS Investment Bank 2006 - 2006
Skills
Valuation, Strategy, Hedge Funds, Investments, Equity Research, Financial Modeling, Equities, Start-ups, Investment Banking, Entrepreneurship, Emerging Markets, Fundamental Analysis, Proprietary Trading, Fixed Income, Capital Markets, Business Development, Portfolio Management, Technical Analysis, Credit Rating, Private Equity, Corporate Finance, Mergers & Acquisitions, Bloomberg, Derivatives, Venture Capital, Equities and Fixed..., Investment Analysis, Credit Research, Trading, Financial Analysis, Risk Management, Microsoft Excel, Bloomberg Terminal, Value Investing, IPO, Mutual Funds, Data Analysis, Due Diligence, Capital IQ, PowerPoint, Finance, Microsoft Office, Economics, Econometrics, Leadership, Forecasting, Microsoft Word, Public Speaking, Teamwork, International Relations
Education
University of Cambridge 2012 — 2013
Masters in Finance
University of Cambridge - Darwin College 2012 — 2013
University of Bridgeport 2004 — 2007
Bachelor of Science (B.S.), Majors: Finance & Accounting Minor: Economics, Summa cum laude, Top quintile, 1st Rank in Finance, Academic Award, Dean's Award
Manarat
Eric Parisi, CIMA®, AIF® Eric Parisi, CIMA®, AIF®'s Merrill Lynch Investment Managers Experience 2004 - 2006
Job Vice President, Business Development Officer DCIO at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments April 2012 - Present
Pioneer Investments July 2010 - March 2012
Pioneer Investments February 2006 - July 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch November 2003 - January 2005
Fidelity Investments November 2002 - August 2003
Skills
Series 7, Mutual Funds, 401k, Series 66, Certified Investment..., CIMA, AIF, Defined Contribution, Relationship Management, Key Account Management, Qualified Retirement..., Business Development, Investment Strategies, Asset Allocation, DCIO
Education
University of Connecticut 1998 — 2002
BA, Economics
Enfield High School 1994 — 1998
Pioneer Investments April 2012 - Present
Pioneer Investments July 2010 - March 2012
Pioneer Investments February 2006 - July 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch November 2003 - January 2005
Fidelity Investments November 2002 - August 2003
Skills
Series 7, Mutual Funds, 401k, Series 66, Certified Investment..., CIMA, AIF, Defined Contribution, Relationship Management, Key Account Management, Qualified Retirement..., Business Development, Investment Strategies, Asset Allocation, DCIO
Education
University of Connecticut 1998 — 2002
BA, Economics
Enfield High School 1994 — 1998
Joel Faircloth, MBA's Merrill Lynch Investment Managers Experience January 2001 - November 2004
Job Director of Investment Research and Investment Manager
Industry Financial Services
Experience
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
Phillip Gillespie's Merrill Lynch Investment Managers Experience 1997 - 2004
Job General Counsel and Executive Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2008 - Present
OppenheimerFunds May 2004 - May 2008
Merrill Lynch Investment Managers 1997 - 2004
Education
Tulane Law School 1987 — 1990
Doctor of Law (J.D.), Law
Georgetown University 1982 — 1986
BSFS, International Relations and Affairs
State Street Global Advisors June 2008 - Present
OppenheimerFunds May 2004 - May 2008
Merrill Lynch Investment Managers 1997 - 2004
Education
Tulane Law School 1987 — 1990
Doctor of Law (J.D.), Law
Georgetown University 1982 — 1986
BSFS, International Relations and Affairs
Julia Milmore's Merrill Lynch Investment Managers Experience 2004 - 2006
Job Relationship Manager at Café Vittoria
Industry Retail
Experience
Café Vittoria September 2014 - Present
BlackRock June 2004 - March 2014
Merrill Lynch Investment Managers 2004 - 2006
Skills
Strategic Planning, Asset Managment, Mutual Funds, Asset Management, Investments, Equities, Marketing, Series 7, Asset Allocation, Content Strategy, Digital Marketing, Change Management, Alternative Investments, Series 63, Hedge Funds, ETFs, Fixed Income
Education
University at Albany, SUNY 2001 — 2005
Bachelor's degree, Finance and Marketing
Café Vittoria September 2014 - Present
BlackRock June 2004 - March 2014
Merrill Lynch Investment Managers 2004 - 2006
Skills
Strategic Planning, Asset Managment, Mutual Funds, Asset Management, Investments, Equities, Marketing, Series 7, Asset Allocation, Content Strategy, Digital Marketing, Change Management, Alternative Investments, Series 63, Hedge Funds, ETFs, Fixed Income
Education
University at Albany, SUNY 2001 — 2005
Bachelor's degree, Finance and Marketing
Samiur Rahman Samiur Rahman's Merrill Lynch Investment Managers Experience 2006 - 2007
Job Investment Professional
Industry Financial Services
Experience
Fir Tree Partners June 2013 - October 2013
University of Cambridge October 2012 - September 2013
Confidential October 2010 - September 2012
Dimension Capital Partners March 2009 - October 2010
RBS Greenwich Capital October 2007 - March 2009
Merrill Lynch Investment Managers 2006 - 2007
UBS Investment Bank 2006 - 2006
Skills
Equity Research, Investment Strategies, Asset Allocation, Asset Management, Proprietary Trading, Fundamental Analysis, Valuation, Fixed Income Analysis, Equities, Financial Modeling, Credit Derivatives, Technical Analysis, Finance, Frontier Markets, Private Equity, Social Entrepreneurship, Non-profit Board..., Capital Markets, Investments
Education
University of Cambridge 2012 — 2013
Master of Finance
University of Cambridge - Darwin College 2012 — 2013
Fir Tree Partners June 2013 - October 2013
University of Cambridge October 2012 - September 2013
Confidential October 2010 - September 2012
Dimension Capital Partners March 2009 - October 2010
RBS Greenwich Capital October 2007 - March 2009
Merrill Lynch Investment Managers 2006 - 2007
UBS Investment Bank 2006 - 2006
Skills
Equity Research, Investment Strategies, Asset Allocation, Asset Management, Proprietary Trading, Fundamental Analysis, Valuation, Fixed Income Analysis, Equities, Financial Modeling, Credit Derivatives, Technical Analysis, Finance, Frontier Markets, Private Equity, Social Entrepreneurship, Non-profit Board..., Capital Markets, Investments
Education
University of Cambridge 2012 — 2013
Master of Finance
University of Cambridge - Darwin College 2012 — 2013
Robin Dey Robin Dey's Merrill Lynch Investment Managers Experience January 1998 - September 2006
Job Director of Equity Risk Management at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds August 2009 - Present
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers January 1998 - September 2006
Mercury Asset Management July 1989 - December 1997
Skills
Equities, Portfolio Optimization, Portfolio Management, Derivatives, Asset Managment, Market Risk, Performance Attribution, Risk Management, Investments, Quantitative Analytics, Capital Markets, Financial Risk
Education
University of Leeds 1987 — 1989
BSc. Mathematics, Pure Maths, Statistics
OppenheimerFunds August 2009 - Present
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers January 1998 - September 2006
Mercury Asset Management July 1989 - December 1997
Skills
Equities, Portfolio Optimization, Portfolio Management, Derivatives, Asset Managment, Market Risk, Performance Attribution, Risk Management, Investments, Quantitative Analytics, Capital Markets, Financial Risk
Education
University of Leeds 1987 — 1989
BSc. Mathematics, Pure Maths, Statistics
Rick Starrels's Merrill Lynch Investment Managers Experience June 2007 - August 2007
Job Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners February 2015 - Present
Inverness Graham Investments January 2014 - January 2015
UBS Financial Sponsors and Leveraged Finance Group 2012 - 2014
UBS June 2011 - August 2011
General Algebraic Modeling System (GAMS) Development Corporation May 2010 - August 2010
The Wharton School July 2009 - August 2009
Wheaton Volunteer Rescue Squad September 2006 - February 2008
Merrill Lynch Investment Managers June 2007 - August 2007
Skills
Analysis, Due Diligence, Finance, Optimization, Restructuring, Microsoft Office, Equities, Financial Modeling, Investment Banking, Data Analysis, Bloomberg
Education
University of Pennsylvania 2008 — 2012
BSE, Finance, Statistics
Edmund Burke School 2004 — 2008
HS
Guggenheim Partners February 2015 - Present
Inverness Graham Investments January 2014 - January 2015
UBS Financial Sponsors and Leveraged Finance Group 2012 - 2014
UBS June 2011 - August 2011
General Algebraic Modeling System (GAMS) Development Corporation May 2010 - August 2010
The Wharton School July 2009 - August 2009
Wheaton Volunteer Rescue Squad September 2006 - February 2008
Merrill Lynch Investment Managers June 2007 - August 2007
Skills
Analysis, Due Diligence, Finance, Optimization, Restructuring, Microsoft Office, Equities, Financial Modeling, Investment Banking, Data Analysis, Bloomberg
Education
University of Pennsylvania 2008 — 2012
BSE, Finance, Statistics
Edmund Burke School 2004 — 2008
HS
Jim Giambrone Jim Giambrone's Merrill Lynch Investment Managers Experience April 2000 - June 2007
Job Lead ETL Informatica Developer at TD
Industry Financial Services
Experience
TD October 2012 - Present
MediMedia USA June 2012 - September 2012
Delaware Investments June 2011 - May 2012
Merrill Lynch/Bank of America August 2007 - November 2011
Merrill Lynch Investment Managers April 2000 - June 2007
BlackRock 2006 - 2007
Dynamics Resources Inc March 1998 - March 2000
Johnson & Johnson Corporate Headquarters May 1992 - May 1998
First Boston Corporation January 1994 - May 1996
Morgan Stanley April 1991 - December 1993
Skills
Data Warehousing, ETL, Informatica, Oracle, Microsoft SQL Server, SQL, SDLC, Business Analysis, Autosys, Sybase, Master Data Management, Unix, Software Development, Data Migration, Datastage, PL/SQL, Ksh, Erwin, Integration, Requirements Gathering, Linux, Oracle SQL, Data Integration, Application Development, Websphere, Toad
Education
The College of New Jersey 1977 — 1981
Bachelor of Science, Business Management/ Computer Science
TD October 2012 - Present
MediMedia USA June 2012 - September 2012
Delaware Investments June 2011 - May 2012
Merrill Lynch/Bank of America August 2007 - November 2011
Merrill Lynch Investment Managers April 2000 - June 2007
BlackRock 2006 - 2007
Dynamics Resources Inc March 1998 - March 2000
Johnson & Johnson Corporate Headquarters May 1992 - May 1998
First Boston Corporation January 1994 - May 1996
Morgan Stanley April 1991 - December 1993
Skills
Data Warehousing, ETL, Informatica, Oracle, Microsoft SQL Server, SQL, SDLC, Business Analysis, Autosys, Sybase, Master Data Management, Unix, Software Development, Data Migration, Datastage, PL/SQL, Ksh, Erwin, Integration, Requirements Gathering, Linux, Oracle SQL, Data Integration, Application Development, Websphere, Toad
Education
The College of New Jersey 1977 — 1981
Bachelor of Science, Business Management/ Computer Science
Amanda Coffey Amanda Coffey's Merrill Lynch Investment Managers Experience 1997 - 2004
Job VP of Human Resources & College Compliance at Messiah College
Industry Education Management
Experience
Messiah College May 2005 - Present
Merrill Lynch Investment Managers 1997 - 2004
Skills
Employee Relations, Leadership, Human Resources, Interviews, Career Development, Employee Benefits, Succession Planning, Leadership Development, Higher Education, Performance Management, Public Speaking, Coaching, Onboarding, Organizational..., Recruiting, Talent Management, HRIS, Nonprofits, Staff Development, Conflict Resolution
Education
The Johns Hopkins University - Carey Business School
MS, Applied Behavioral Science
Messiah College May 2005 - Present
Merrill Lynch Investment Managers 1997 - 2004
Skills
Employee Relations, Leadership, Human Resources, Interviews, Career Development, Employee Benefits, Succession Planning, Leadership Development, Higher Education, Performance Management, Public Speaking, Coaching, Onboarding, Organizational..., Recruiting, Talent Management, HRIS, Nonprofits, Staff Development, Conflict Resolution
Education
The Johns Hopkins University - Carey Business School
MS, Applied Behavioral Science
Eric J. Letendre, CFA's Merrill Lynch Investment Managers Experience August 2000 - October 2005
Job Senior Vice President and Regional Portfolio Manager at BB&T
Industry Banking
Experience
BB&T October 2014 - Present
People's United Bank December 2011 - November 2013
Shannon Investments, LLC November 2005 - February 2011
Plymouth State Univeristy 2007 - 2010
Merrill Lynch Investment Managers August 2000 - October 2005
PNC June 1995 - August 2000
BayBanks Investment Management 1991 - 1995
Skills
Investments, Portfolio Management, Portfolios, High Net Worth..., Asset, Wealth Management, Asset Management, Endowments, Asset Allocation, Banking, Risk, Equities, High Yield, Private Banking, Hedge Funds, Commercial Banking, Investment Strategies, Foundations, Alternative Investments, Mutual Funds, Fixed Income, Customer Relations, Hedging, Small Business, Risk Management, Industry Analysis, Analysis, FX, Stock, Wealth, Bonds, Corporate Finance, Investment Advisory, Institutional, Financial Management, Securities, Valuation, Series 7, Capital Markets, Retirement Planning, Trading, Bloomberg, Financial Planning, Financial Modeling, Financial Analysis, Portfolio Optimization, Equity Research, Estate Planning, Financial Markets, Retirement
Education
University of Notre Dame - Mendoza College of Business 1977 — 1979
MBA, Finance
Virginia Military Institute 1973 — 1977
BA, History
Trinity High School 1969 — 1973
High School, College Prep
BB&T October 2014 - Present
People's United Bank December 2011 - November 2013
Shannon Investments, LLC November 2005 - February 2011
Plymouth State Univeristy 2007 - 2010
Merrill Lynch Investment Managers August 2000 - October 2005
PNC June 1995 - August 2000
BayBanks Investment Management 1991 - 1995
Skills
Investments, Portfolio Management, Portfolios, High Net Worth..., Asset, Wealth Management, Asset Management, Endowments, Asset Allocation, Banking, Risk, Equities, High Yield, Private Banking, Hedge Funds, Commercial Banking, Investment Strategies, Foundations, Alternative Investments, Mutual Funds, Fixed Income, Customer Relations, Hedging, Small Business, Risk Management, Industry Analysis, Analysis, FX, Stock, Wealth, Bonds, Corporate Finance, Investment Advisory, Institutional, Financial Management, Securities, Valuation, Series 7, Capital Markets, Retirement Planning, Trading, Bloomberg, Financial Planning, Financial Modeling, Financial Analysis, Portfolio Optimization, Equity Research, Estate Planning, Financial Markets, Retirement
Education
University of Notre Dame - Mendoza College of Business 1977 — 1979
MBA, Finance
Virginia Military Institute 1973 — 1977
BA, History
Trinity High School 1969 — 1973
High School, College Prep
Jenna Garofalo Jenna Garofalo's Merrill Lynch Investment Managers Experience May 2008 - August 2008
Job Creative Recruiter at JWT
Industry Media Production
Experience
JWT March 2014 - Present
JWT October 2012 - March 2014
Mediabrands January 2011 - October 2012
TeleTech January 2010 - May 2010
Univeristy of Colorado Alumni Association January 2009 - November 2009
Valley Swim Club May 2005 - August 2009
Valley Swim Club May 2002 - August 2009
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Facebook, Social Media, Event Planning, Marketing, PowerPoint, Training, Microsoft Excel, Leadership, Microsoft Office, Customer Service, Illustrator, Research, PeopleSoft, Operating Systems, Outlook, Editing, Recruiting, Talent Acquisition, Concur, Microsoft Word, Integrated Marketing, Advertising, Social Media Marketing, Digital Marketing, Creative Direction, Creative Strategy
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelors of Science, Business Administration with an emphasis in Operations Management
JWT March 2014 - Present
JWT October 2012 - March 2014
Mediabrands January 2011 - October 2012
TeleTech January 2010 - May 2010
Univeristy of Colorado Alumni Association January 2009 - November 2009
Valley Swim Club May 2005 - August 2009
Valley Swim Club May 2002 - August 2009
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Facebook, Social Media, Event Planning, Marketing, PowerPoint, Training, Microsoft Excel, Leadership, Microsoft Office, Customer Service, Illustrator, Research, PeopleSoft, Operating Systems, Outlook, Editing, Recruiting, Talent Acquisition, Concur, Microsoft Word, Integrated Marketing, Advertising, Social Media Marketing, Digital Marketing, Creative Direction, Creative Strategy
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelors of Science, Business Administration with an emphasis in Operations Management
Mark Callahan Mark Callahan's Merrill Lynch Investment Managers Experience 2004 - 2006
Job Vice President Portfolio Trading & Transition Management
Industry Financial Services
Experience
Capital Institutional Services March 2007 - Present
Placemark Investments July 2006 - March 2007
BlackRock July 2004 - July 2006
Merrill Lynch Investment Managers 2004 - 2006
ORIX Corporation May 2003 - June 2004
Skills
Series 7, Equity Trading, Portfolio Management, ETFs, Portfolio Trading, Program Trading, Transition Management, Quantitative Trading, Series 3, Series 55, Series 66, Equity Derivatives, Volatility Trading, Futures, Investment Consulting, Currency Trading, Curve Trading, Bloomberg, Fidessa, InstaQuote, Technical Analysis, Investment Advisory..., Trading, Options, FINRA, Volatility, Hedge Funds, Derivatives, Foreign Exchange, Equities, Series 63, Risk Management, Fixed Income
Education
University of Oklahoma 1998 — 2002
BBA, Finance
University of Oklahoma - Price College of Business 1998 — 2002
BBA, Finance
The University of Texas at Arlington 2003 — 2004
MSc., Real Estate Finance
Capital Institutional Services March 2007 - Present
Placemark Investments July 2006 - March 2007
BlackRock July 2004 - July 2006
Merrill Lynch Investment Managers 2004 - 2006
ORIX Corporation May 2003 - June 2004
Skills
Series 7, Equity Trading, Portfolio Management, ETFs, Portfolio Trading, Program Trading, Transition Management, Quantitative Trading, Series 3, Series 55, Series 66, Equity Derivatives, Volatility Trading, Futures, Investment Consulting, Currency Trading, Curve Trading, Bloomberg, Fidessa, InstaQuote, Technical Analysis, Investment Advisory..., Trading, Options, FINRA, Volatility, Hedge Funds, Derivatives, Foreign Exchange, Equities, Series 63, Risk Management, Fixed Income
Education
University of Oklahoma 1998 — 2002
BBA, Finance
University of Oklahoma - Price College of Business 1998 — 2002
BBA, Finance
The University of Texas at Arlington 2003 — 2004
MSc., Real Estate Finance
Maryellen Reilly Lamb Maryellen Reilly Lamb's Merrill Lynch Investment Managers Experience 1996 - 2000
Job Deputy Vice Dean, Admissions, Financial Aid & Career Management at The Wharton School
Industry Higher Education
Experience
The Wharton School August 2013 - Present
Wakefield Managed Futures Strategy Fund, Ltd. May 2012 - Present
The Wharton School August 2011 - August 2013
The Wharton School July 2006 - July 2011
The Vanguard Group November 2004 - June 2006
JP Morgan January 2003 - November 2004
Capital Group January 2001 - December 2002
Merrill Lynch Investment Managers 1996 - 2000
Commodities Corporation 1993 - 1996
Skills
Investments, Investment Banking, Banking, Investment Management, Equities
Education
University of Scranton 1985 — 1989
BA
The Wharton School August 2013 - Present
Wakefield Managed Futures Strategy Fund, Ltd. May 2012 - Present
The Wharton School August 2011 - August 2013
The Wharton School July 2006 - July 2011
The Vanguard Group November 2004 - June 2006
JP Morgan January 2003 - November 2004
Capital Group January 2001 - December 2002
Merrill Lynch Investment Managers 1996 - 2000
Commodities Corporation 1993 - 1996
Skills
Investments, Investment Banking, Banking, Investment Management, Equities
Education
University of Scranton 1985 — 1989
BA
Sardar Adnan Ahmad's Merrill Lynch Investment Managers Experience December 2008 - Present
Job EXECUTIVE DIRECTOR Enzo Mgt Consulting
Industry Management Consulting
Experience
Merrill Lynch Investment Managers December 2008 - Present
Merrill Lynch - Bank of America GWIM September 2008 - Present
PreSchool Mgt Systems Inc December 2003 - Present
ECM December 2002 - Present
US Polo assoc 1996 - 2011
Stonebriar Systems December 2003 - December 2010
Enzo Mgt January 2005 - August 2008
J E Austin January 2005 - December 2006
J E Austin 2005 - 2006
Morgan January 1997 - January 2001
Education
Texas A & M University, College
Bachelor of Science, Agricultural Economics & Business Management
Texas A&M University
Uppsala University
Masters level post
Merrill Lynch Investment Managers December 2008 - Present
Merrill Lynch - Bank of America GWIM September 2008 - Present
PreSchool Mgt Systems Inc December 2003 - Present
ECM December 2002 - Present
US Polo assoc 1996 - 2011
Stonebriar Systems December 2003 - December 2010
Enzo Mgt January 2005 - August 2008
J E Austin January 2005 - December 2006
J E Austin 2005 - 2006
Morgan January 1997 - January 2001
Education
Texas A & M University, College
Bachelor of Science, Agricultural Economics & Business Management
Texas A&M University
Uppsala University
Masters level post
Bob Dochterman Bob Dochterman's Merrill Lynch Investment Managers Experience September 1999 - June 2001
Job
Industry Consumer Goods
Experience
bobbysue's nuts! January 2014 - January 2015
Hotchkis and Wiley Capital Management October 2001 - February 2012
Merrill Lynch Investment Managers September 1999 - June 2001
Salomon Brothers 1996 - 1999
Nuveen Investments 1987 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Series 7, Mutual Funds, Investment Advisory, Separately Managed..., Series 63, Asset Allocation, Asset Management, Financial Analysis, Wealth Management, Investment Strategies, Equities, Fixed Income, Financial Advisory, Retirement Planning, Securities, 401k, Financial Services, Investment Management, Portfolio Management, ETFs, Institutional...
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1998
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
B.A., Economics
bobbysue's nuts! January 2014 - January 2015
Hotchkis and Wiley Capital Management October 2001 - February 2012
Merrill Lynch Investment Managers September 1999 - June 2001
Salomon Brothers 1996 - 1999
Nuveen Investments 1987 - 1996
Skills
Alternative Investments, Investments, Asset Managment, Series 7, Mutual Funds, Investment Advisory, Separately Managed..., Series 63, Asset Allocation, Asset Management, Financial Analysis, Wealth Management, Investment Strategies, Equities, Fixed Income, Financial Advisory, Retirement Planning, Securities, 401k, Financial Services, Investment Management, Portfolio Management, ETFs, Institutional...
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1998
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
B.A., Economics
Selig Sechzer Selig Sechzer's Merrill Lynch Investment Managers Experience 2004 - 2006
Job Managing Dir at BlackRock
Industry Investment Management
Experience
BlackRock September 2006 - Present
Merrill Lynch Investment Managers 2004 - 2006
Alliance Capital 1991 - 2004
Rutgers University 1986 - 1991
Wefa Group 1975 - 1982
Skills
Quantitative Analytics, Risk Management, Econometrics, International Economics, Common Sense, Economics, Financial Risk, Fixed Income, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Investments, Alternative Investments, Asset Managment, Investment Strategies, Financial Markets, Asset Allocation, Asset Management, Bonds, Capital Markets, Derivatives
Education
University of Pennsylvania
BA, Economics
University of Pennsylvania
PhD, Economics
BlackRock September 2006 - Present
Merrill Lynch Investment Managers 2004 - 2006
Alliance Capital 1991 - 2004
Rutgers University 1986 - 1991
Wefa Group 1975 - 1982
Skills
Quantitative Analytics, Risk Management, Econometrics, International Economics, Common Sense, Economics, Financial Risk, Fixed Income, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Investments, Alternative Investments, Asset Managment, Investment Strategies, Financial Markets, Asset Allocation, Asset Management, Bonds, Capital Markets, Derivatives
Education
University of Pennsylvania
BA, Economics
University of Pennsylvania
PhD, Economics
Dan Knapp Dan Knapp's Merrill Lynch Investment Managers Experience March 2009 - April 2009
Job Account Executive
Industry Insurance
Experience
POMCO November 2009 - Present
L. Knife & Son, Inc. May 2009 - October 2009
Merrill Lynch Investment Managers March 2009 - April 2009
Chicago Investment Group January 2008 - November 2008
Abercrombie & Fitch June 2005 - December 2007
Skills
Finance, Customer Satisfaction, Securities, Microsoft Office, Sales, Time Management, Program Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Strategic Planning, Financial Analysis, Outlook, Marketing, Public Speaking, Analysis, Insurance, Data Analysis, Account Management, Employee Benefits, Risk Management, Financial Reporting, Windows, Team Building, Series 7, Training, Health Insurance, Social Networking, Budgets, Management, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University at Albany 2003 — 2007
Bachelor of Science, Business/Managerial Economics
POMCO November 2009 - Present
L. Knife & Son, Inc. May 2009 - October 2009
Merrill Lynch Investment Managers March 2009 - April 2009
Chicago Investment Group January 2008 - November 2008
Abercrombie & Fitch June 2005 - December 2007
Skills
Finance, Customer Satisfaction, Securities, Microsoft Office, Sales, Time Management, Program Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Strategic Planning, Financial Analysis, Outlook, Marketing, Public Speaking, Analysis, Insurance, Data Analysis, Account Management, Employee Benefits, Risk Management, Financial Reporting, Windows, Team Building, Series 7, Training, Health Insurance, Social Networking, Budgets, Management, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University at Albany 2003 — 2007
Bachelor of Science, Business/Managerial Economics
Deepinder Bhatia's Merrill Lynch Investment Managers Experience July 1994 - July 2004
Job Bayard Asset Management Founding Partner
Industry Investment Management
Experience
Bayard Asset Management January 2011 - Present
Ironbound Capital Mgmt July 2004 - December 2010
Merrill Lynch Investment Managers July 1994 - July 2004
W.I.Carr 1992 - 1993
Citibank August 1988 - July 1990
Skills
Alternative Investments, Equities, Hedge Funds, Mutual Funds, Fixed Income, Asset Managment, Equity Research, Investments, Asset Management, Valuation, Investment Strategies, Bloomberg, Investment Banking, Emerging Markets, Asset Allocation, Capital Markets, Funding, Mergers & Acquisitions
Education
London School of Economics and Political Science 1993 — 1994
MS, Economics
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
The Institute of Chartered Accountants of India 1984 — 1988
Chartered Accountant
Bombay University 1984 — 1987
B.Com., Accounting and Economics
CFA Institute
CFA Charterholder
Campion School
Bayard Asset Management January 2011 - Present
Ironbound Capital Mgmt July 2004 - December 2010
Merrill Lynch Investment Managers July 1994 - July 2004
W.I.Carr 1992 - 1993
Citibank August 1988 - July 1990
Skills
Alternative Investments, Equities, Hedge Funds, Mutual Funds, Fixed Income, Asset Managment, Equity Research, Investments, Asset Management, Valuation, Investment Strategies, Bloomberg, Investment Banking, Emerging Markets, Asset Allocation, Capital Markets, Funding, Mergers & Acquisitions
Education
London School of Economics and Political Science 1993 — 1994
MS, Economics
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
The Institute of Chartered Accountants of India 1984 — 1988
Chartered Accountant
Bombay University 1984 — 1987
B.Com., Accounting and Economics
CFA Institute
CFA Charterholder
Campion School
shehadeh owaida shehadeh owaida's Merrill Lynch Investment Managers Experience August 2006 - October 2007
Job Finance Manager
Industry Financial Services
Experience
F.Adi Management January 2010 - Present
Tabreed August 2008 - December 2010
Merrill Lynch Investment Managers August 2006 - October 2007
UST May 2007 - July 2007
Skills
Financial Analysis, Investments, Finance, Financial Modeling, Loans, Credit Risk, Financial Risk, Forecasting, Financial Reporting, Financial Accounting, Project Finance, Commercial Lending, Variance Analysis, Business Analysis, Strategic Planning, Microsoft Excel, General Ledger, Business Process..., Data Analysis, Managerial Finance, Derivatives, Cash Flow, Budgets, Corporate Finance, Accounting, Due Diligence, Analysis, Management, Credit
Education
University of St. Thomas (TX) 2006 — 2007
MBA, Finance
University of Houston, C.T. Bauer College of Business 2002 — 2006
BBA, Finance
F.Adi Management January 2010 - Present
Tabreed August 2008 - December 2010
Merrill Lynch Investment Managers August 2006 - October 2007
UST May 2007 - July 2007
Skills
Financial Analysis, Investments, Finance, Financial Modeling, Loans, Credit Risk, Financial Risk, Forecasting, Financial Reporting, Financial Accounting, Project Finance, Commercial Lending, Variance Analysis, Business Analysis, Strategic Planning, Microsoft Excel, General Ledger, Business Process..., Data Analysis, Managerial Finance, Derivatives, Cash Flow, Budgets, Corporate Finance, Accounting, Due Diligence, Analysis, Management, Credit
Education
University of St. Thomas (TX) 2006 — 2007
MBA, Finance
University of Houston, C.T. Bauer College of Business 2002 — 2006
BBA, Finance
Michelle Tran Michelle Tran's Merrill Lynch Investment Managers Experience September 2003 - October 2004
Job Retail Technology Business Development Vice President at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
BlackRock December 2012 - October 2014
BlackRock / iShares December 2009 - November 2012
Barclays Global Investors December 2007 - May 2009
Barclays Global Investors August 2006 - May 2009
Fisher Investments 2004 - 2006
Merrill Lynch Investment Managers September 2003 - October 2004
Skills
Investments, Bloomberg, Asset Management, Equities, Project Management, Hedge Funds, Alternative Investments, Due Diligence, Fixed Income, Asset Allocation, Financial Services, Microsoft Excel, Asset Managment, Portfolio Management, Analysis, ETFs
Education
University of California, Santa Cruz
Politics, Economics
University of Cambridge
Cert., International Business
BlackRock October 2014 - Present
BlackRock December 2012 - October 2014
BlackRock / iShares December 2009 - November 2012
Barclays Global Investors December 2007 - May 2009
Barclays Global Investors August 2006 - May 2009
Fisher Investments 2004 - 2006
Merrill Lynch Investment Managers September 2003 - October 2004
Skills
Investments, Bloomberg, Asset Management, Equities, Project Management, Hedge Funds, Alternative Investments, Due Diligence, Fixed Income, Asset Allocation, Financial Services, Microsoft Excel, Asset Managment, Portfolio Management, Analysis, ETFs
Education
University of California, Santa Cruz
Politics, Economics
University of Cambridge
Cert., International Business
Emma Rosal, Prosci ADKAR®, CHRL, CCP, CBP, GRP's Merrill Lynch Investment Managers Experience June 2000 - January 2002
Job Sr. Consultant, Organizational Change at Innovation & Digital Services at Capgemini
Industry Financial Services
Experience
Innovation & Digital Services at Capgemini September 2015 - Present
ER Consulting August 2014 - September 2015
ResMor Trust Company (a Royal Bank subsidiary) February 2013 - October 2013
ResMor Trust Company (an Ally Financial subsidiary) April 2008 - January 2013
Pitney Bowes May 2002 - June 2007
CIBC January 2002 - May 2002
Merrill Lynch Investment Managers June 2000 - January 2002
Spectrum Investments August 1994 - June 2000
Skills
Talent Management, Employee Engagement, Compensation, Employee Relations, Organizational..., Change Management, Policy, Internal Communications, Performance Management, Succession Planning, Organizational Design, Organizational..., HR Strategy, Leadership Development, HRIS, Talent Acquisition, Coaching, Executive Compensation, Restructuring, Benefits, Mergers, Employment Law, Recruitment/Retention, Human Capital Management, Onboarding, Talent Development, HR Consulting, HR Legislative..., Deferred Compensation, Human Resources, Personnel Management, Mergers & Acquisitions, Training, Project Management, Strategic Planning, Executive Coaching, Recruiting, Strategy, Benefits Administration, Governance, HR Transformation, Leadership, Management, New Hire Orientations, Outsourcing, Program Management, Human Capital, Workforce Planning, Interviews, Compensation & Benefit
Education
Global Knowledge 2015 — 2015
ITIL Foundation Certificate
University of Toronto 2015 — 2015
Certificate in Business Process Management (in progress)
Global Knowledge 2014 — 2014
Project Management Fundamentals, PMP Bootcamp, Project Management
Human Capital Institute 2012 — 2012
Strategic Workforce Planning Certification
PROSCI 2009 — 2009
Prosci Change Management Certification Program
Humber/Sheridan College
Human Resources Management Courses
University of Santo Tomas
Bachelor of Science, Psychology
University of the Philippines
Industrial Relations
Innovation & Digital Services at Capgemini September 2015 - Present
ER Consulting August 2014 - September 2015
ResMor Trust Company (a Royal Bank subsidiary) February 2013 - October 2013
ResMor Trust Company (an Ally Financial subsidiary) April 2008 - January 2013
Pitney Bowes May 2002 - June 2007
CIBC January 2002 - May 2002
Merrill Lynch Investment Managers June 2000 - January 2002
Spectrum Investments August 1994 - June 2000
Skills
Talent Management, Employee Engagement, Compensation, Employee Relations, Organizational..., Change Management, Policy, Internal Communications, Performance Management, Succession Planning, Organizational Design, Organizational..., HR Strategy, Leadership Development, HRIS, Talent Acquisition, Coaching, Executive Compensation, Restructuring, Benefits, Mergers, Employment Law, Recruitment/Retention, Human Capital Management, Onboarding, Talent Development, HR Consulting, HR Legislative..., Deferred Compensation, Human Resources, Personnel Management, Mergers & Acquisitions, Training, Project Management, Strategic Planning, Executive Coaching, Recruiting, Strategy, Benefits Administration, Governance, HR Transformation, Leadership, Management, New Hire Orientations, Outsourcing, Program Management, Human Capital, Workforce Planning, Interviews, Compensation & Benefit
Education
Global Knowledge 2015 — 2015
ITIL Foundation Certificate
University of Toronto 2015 — 2015
Certificate in Business Process Management (in progress)
Global Knowledge 2014 — 2014
Project Management Fundamentals, PMP Bootcamp, Project Management
Human Capital Institute 2012 — 2012
Strategic Workforce Planning Certification
PROSCI 2009 — 2009
Prosci Change Management Certification Program
Humber/Sheridan College
Human Resources Management Courses
University of Santo Tomas
Bachelor of Science, Psychology
University of the Philippines
Industrial Relations
Jeff Paustian Jeff Paustian's Merrill Lynch Investment Managers Experience June 1993 - October 2001
Job Managing Director Investments at JGP Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
JGP Wealth Management Group of Wells Fargo Advisors, LLC October 2001 - Present
Merrill Lynch Investment Managers June 1993 - October 2001
Pfizer March 1991 - June 1993
US Bank 1989 - 1991
Skills
401k Rollovers, Concentrated Stock..., Financial Analysis, Fixed-Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Retirement Planning, Retirement Savings, Risk Management, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...
Education
University of Oregon 1985 — 1989
Bachelor of Science
JGP Wealth Management Group of Wells Fargo Advisors, LLC October 2001 - Present
Merrill Lynch Investment Managers June 1993 - October 2001
Pfizer March 1991 - June 1993
US Bank 1989 - 1991
Skills
401k Rollovers, Concentrated Stock..., Financial Analysis, Fixed-Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Retirement Planning, Retirement Savings, Risk Management, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...
Education
University of Oregon 1985 — 1989
Bachelor of Science
Teddy Saltzstein Teddy Saltzstein's Merrill Lynch Investment Managers Experience May 2008 - August 2008
Job Analyst at Rosewood Private Investments
Industry Venture Capital & Private Equity
Experience
Rosewood Private Investments July 2015 - Present
Deloitte October 2013 - May 2015
CapitalSpring June 2012 - August 2012
Liberty Park Capital February 2012 - June 2012
Cappello Capital Corp. August 2011 - December 2011
Buzzstream May 2010 - August 2010
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Mergers & Acquisitions, Equities, Private Equity, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Masters In Professional Accounting, Finance Minor
Winston Churchill High School 2005 — 2008
Rosewood Private Investments July 2015 - Present
Deloitte October 2013 - May 2015
CapitalSpring June 2012 - August 2012
Liberty Park Capital February 2012 - June 2012
Cappello Capital Corp. August 2011 - December 2011
Buzzstream May 2010 - August 2010
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Mergers & Acquisitions, Equities, Private Equity, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Masters In Professional Accounting, Finance Minor
Winston Churchill High School 2005 — 2008
Pavan Bahl Pavan Bahl's Merrill Lynch Investment Managers Experience 2005 - 2007
Job Operations Manager at OMI, Founder Open Source Fashion
Industry Import and Export
Experience
OM International Inc. FounderOpen Source FashionMarch 2011 - Present
Merrill Lynch Investment Managers 2005 - 2007
Skills
Entrepreneurship, Fashion, Manufacturing, Global Sourcing, Social Media, Market Research, Marketing Strategy, Financial Analysis, Social Media Marketing, Marketing, Event Management, Microsoft Excel, Social Networking, Oral & Written..., Public Speaking, Event Planning, Business Development, Customer Service, Facebook, Start-ups, E-commerce
Education
State University of New York at Buffalo 2000 — 2004
Finance / Marketing
OM International Inc. FounderOpen Source FashionMarch 2011 - Present
Merrill Lynch Investment Managers 2005 - 2007
Skills
Entrepreneurship, Fashion, Manufacturing, Global Sourcing, Social Media, Market Research, Marketing Strategy, Financial Analysis, Social Media Marketing, Marketing, Event Management, Microsoft Excel, Social Networking, Oral & Written..., Public Speaking, Event Planning, Business Development, Customer Service, Facebook, Start-ups, E-commerce
Education
State University of New York at Buffalo 2000 — 2004
Finance / Marketing
Timothy Jacoutot's Merrill Lynch Investment Managers Experience April 2000 - May 2002
Job Director Private Investors at BlackRock
Industry Financial Services
Experience
BlackRock April 2007 - Present
Merrill Lynch May 2002 - March 2007
Merrill Lynch May 2002 - October 2006
Merrill Lynch Investment Managers April 2000 - May 2002
Merrill Lynch March 1998 - April 2000
Merrill Lynch March 1998 - April 2000
International Emerging Markets February 1994 - March 1998
Merrill Lynch April 1992 - February 1994
Merrill Lynch July 1989 - April 1992
Skills
Fixed Income, Series 7, Business Analysis, Equities, Testing, Trading, Risk Management, Portfolio Management, Bloomberg, Training, Financial Services, Management, Securities, Mutual Funds, Strategy, SDLC, Vendor Management, Trading Systems, Middle Office, Finance
Education
The College of New Jersey 1985 — 1989
BA, Political Science
The College of New Jersey 1985 — 1989
BA, Public Administration
BlackRock April 2007 - Present
Merrill Lynch May 2002 - March 2007
Merrill Lynch May 2002 - October 2006
Merrill Lynch Investment Managers April 2000 - May 2002
Merrill Lynch March 1998 - April 2000
Merrill Lynch March 1998 - April 2000
International Emerging Markets February 1994 - March 1998
Merrill Lynch April 1992 - February 1994
Merrill Lynch July 1989 - April 1992
Skills
Fixed Income, Series 7, Business Analysis, Equities, Testing, Trading, Risk Management, Portfolio Management, Bloomberg, Training, Financial Services, Management, Securities, Mutual Funds, Strategy, SDLC, Vendor Management, Trading Systems, Middle Office, Finance
Education
The College of New Jersey 1985 — 1989
BA, Political Science
The College of New Jersey 1985 — 1989
BA, Public Administration
Carol Carter Carol Carter's Merrill Lynch Investment Managers Experience July 1997 - October 2006
Job Director, Head of Global Creative Services at BlackRock
Industry Financial Services
Experience
BlackRock June 2012 - Present
BlackRock December 2011 - Present
BlackRock October 2006 - Present
Merrill Lynch Investment Managers July 1997 - October 2006
The Princeton Packet 1985 - 1997
Gralla Publications September 1984 - December 1985
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Mutual Funds, Copywriting, Financial Services, Strategic Communications, Content Development, Advertising, Marketing, Newsletters, Direct Mail, Creative Strategy, Leadership, Creative Direction, Press Releases, Product Marketing, Brochures, Editing
Education
University of Missouri-Columbia 1978 — 1982
BJ, Journalism
BlackRock June 2012 - Present
BlackRock December 2011 - Present
BlackRock October 2006 - Present
Merrill Lynch Investment Managers July 1997 - October 2006
The Princeton Packet 1985 - 1997
Gralla Publications September 1984 - December 1985
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Mutual Funds, Copywriting, Financial Services, Strategic Communications, Content Development, Advertising, Marketing, Newsletters, Direct Mail, Creative Strategy, Leadership, Creative Direction, Press Releases, Product Marketing, Brochures, Editing
Education
University of Missouri-Columbia 1978 — 1982
BJ, Journalism
Elise Lauer, C.F.A. Elise Lauer, C.F.A.'s Merrill Lynch Investment Managers Experience January 1996 - March 1999
Job Managing Partner at VisionCapital Quest, LLC
Industry Investment Management
Experience
VisionCapital Quest, LLC March 2011 - Present
BlackRock April 1999 - April 2009
Merrill Lynch Investment Managers January 1996 - March 1999
Skills
Growth Capital, Angel Investing, Equity Research, Portfolio Management, Private Equity, Valuation, Asset Managment, Venture Capital, Financial Modeling, Capital Markets, Investment Management, Asset Allocation, Public Speaking, Equities, Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1989
Master's, Business Administration
University of California, Berkeley
Bachelor's, Political Economy
VisionCapital Quest, LLC March 2011 - Present
BlackRock April 1999 - April 2009
Merrill Lynch Investment Managers January 1996 - March 1999
Skills
Growth Capital, Angel Investing, Equity Research, Portfolio Management, Private Equity, Valuation, Asset Managment, Venture Capital, Financial Modeling, Capital Markets, Investment Management, Asset Allocation, Public Speaking, Equities, Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1989
Master's, Business Administration
University of California, Berkeley
Bachelor's, Political Economy
Lauren Compton Lauren Compton's Merrill Lynch Investment Managers Experience May 2006 - August 2006
Job Director/VP, APCO Insight
Industry Market Research
Experience
APCO Worldwide March 2011 - Present
The Link Group July 2007 - October 2010
Merrill Lynch Investment Managers May 2006 - August 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business Administration
EUSA - Sevilla 2005 — 2005
Spanish Culture and Language
APCO Worldwide March 2011 - Present
The Link Group July 2007 - October 2010
Merrill Lynch Investment Managers May 2006 - August 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business Administration
EUSA - Sevilla 2005 — 2005
Spanish Culture and Language
Cheryl Greenberg Cheryl Greenberg's Merrill Lynch Investment Managers Experience 2000 - 2000
Job Sr Management Consultant, Program Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo April 2013 - Present
CLG Associates September 2010 - Present
Mellon Capital Management September 2010 - April 2013
Mellon Capital Management February 2010 - August 2010
Mellon Capital Management October 2005 - February 2010
Bank of New York Mellon 2005 - February 2010
American Express Financial Advisors September 2003 - May 2005
Merrill Lynch Investment Managers 2000 - 2000
Nicholas-Applegate Capital Management 1994 - 1998
Computer Economics, Inc. September 1992 - November 1994
Skills
Analysis, Project Management, Project Planning, Equities, Budgets, Capital Markets, Portfolio Management, Resource Management, Investments, Management, Risk Management, Business Analysis, Fixed Income, Finance, Derivatives, Financial Services, Asset Management, Hedge Funds, Strategy, SDLC, Program Management, Investment Management, Securities, Integration, Alternative Investments, Bloomberg, Mutual Funds, Leadership, Asset Allocation, Vendor Management, Banking, Financial Analysis, Financial Modeling, Financial Markets, Executive Management, Series 7, Valuation
Education
University of California, San Diego 1981 — 1985
BA, Mathematics/Computer Science, 16
Mt. Carmel HIgh School 1978 — 1981
General education. AP calculus, AP English, AP Spanish, High school general education
Wells Fargo April 2013 - Present
CLG Associates September 2010 - Present
Mellon Capital Management September 2010 - April 2013
Mellon Capital Management February 2010 - August 2010
Mellon Capital Management October 2005 - February 2010
Bank of New York Mellon 2005 - February 2010
American Express Financial Advisors September 2003 - May 2005
Merrill Lynch Investment Managers 2000 - 2000
Nicholas-Applegate Capital Management 1994 - 1998
Computer Economics, Inc. September 1992 - November 1994
Skills
Analysis, Project Management, Project Planning, Equities, Budgets, Capital Markets, Portfolio Management, Resource Management, Investments, Management, Risk Management, Business Analysis, Fixed Income, Finance, Derivatives, Financial Services, Asset Management, Hedge Funds, Strategy, SDLC, Program Management, Investment Management, Securities, Integration, Alternative Investments, Bloomberg, Mutual Funds, Leadership, Asset Allocation, Vendor Management, Banking, Financial Analysis, Financial Modeling, Financial Markets, Executive Management, Series 7, Valuation
Education
University of California, San Diego 1981 — 1985
BA, Mathematics/Computer Science, 16
Mt. Carmel HIgh School 1978 — 1981
General education. AP calculus, AP English, AP Spanish, High school general education
Kerry Nevins, CIMA Kerry Nevins, CIMA's Merrill Lynch Investment Managers Experience March 2000 - April 2002
Job Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Legg Mason Global Asset Management 2003 - August 2014
Calamos Investments April 2002 - April 2003
Merrill Lynch Investment Managers March 2000 - April 2002
MetLife July 1999 - March 2000
Mutual of Omaha August 1998 - July 1999
Great West Life June 1993 - August 1998
Skills
Series 7, Series 63, Investments, Mutual Funds, Separately Managed..., Equities, Fixed Income, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, 529 Plans, 401k, Portfolio Optimization
Education
University of North Carolina at Chapel Hill 1989 — 1993
BS, Business Administration
J.P. Morgan Asset Management August 2014 - Present
Legg Mason Global Asset Management 2003 - August 2014
Calamos Investments April 2002 - April 2003
Merrill Lynch Investment Managers March 2000 - April 2002
MetLife July 1999 - March 2000
Mutual of Omaha August 1998 - July 1999
Great West Life June 1993 - August 1998
Skills
Series 7, Series 63, Investments, Mutual Funds, Separately Managed..., Equities, Fixed Income, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, 529 Plans, 401k, Portfolio Optimization
Education
University of North Carolina at Chapel Hill 1989 — 1993
BS, Business Administration
Christopher Ayoub Christopher Ayoub's Merrill Lynch Investment Managers Experience May 1982 - June 2002
Job President and CEO at JMJ Properties
Industry Investment Management
Experience
JMJ Properties January 2008 - Present
Merrill Lynch Investment Managers May 1982 - June 2002
Education
University of Hartford 1977 — 1979
Master of Business Administration (M.B.A.), Finance
University of Hartford 1973 — 1977
Bachelor's Degree, Economics
JMJ Properties January 2008 - Present
Merrill Lynch Investment Managers May 1982 - June 2002
Education
University of Hartford 1977 — 1979
Master of Business Administration (M.B.A.), Finance
University of Hartford 1973 — 1977
Bachelor's Degree, Economics
Bogdan Carjac's Merrill Lynch Investment Managers Experience September 2003 - January 2005
Job Application Architect at Fujitsu Canada
Industry Computer Software
Experience
Fujitsu Canada November 2012 - Present
Ambo, Cluj Napoca, Romania – contractor for Frequentis Austria. February 2012 - October 2012
Nokia January 2007 - January 2012
ARoBS Transilvania Software January 2006 - December 2006
TCS April 2002 - December 2005
Rexel June 2005 - October 2005
Merrill Lynch Investment Managers September 2003 - January 2005
eSoftDev August 2000 - March 2002
Skills
Debugging, Requirements Analysis, Research, Maintenance & Repair, Agile Methodologies, Tomcat, Java, Java Enterprise Edition, Subversion, Hibernate, Scrum, Software Development, Integration, Ant, Web Services, Maven, Eclipse, JSP, Linux, Oracle, JBoss Application Server, SOAP, Test Driven Development, Servlets, Weblogic, WebLogic
Education
1996 — 2001
Computer Science
1996 — 2000
Fujitsu Canada November 2012 - Present
Ambo, Cluj Napoca, Romania – contractor for Frequentis Austria. February 2012 - October 2012
Nokia January 2007 - January 2012
ARoBS Transilvania Software January 2006 - December 2006
TCS April 2002 - December 2005
Rexel June 2005 - October 2005
Merrill Lynch Investment Managers September 2003 - January 2005
eSoftDev August 2000 - March 2002
Skills
Debugging, Requirements Analysis, Research, Maintenance & Repair, Agile Methodologies, Tomcat, Java, Java Enterprise Edition, Subversion, Hibernate, Scrum, Software Development, Integration, Ant, Web Services, Maven, Eclipse, JSP, Linux, Oracle, JBoss Application Server, SOAP, Test Driven Development, Servlets, Weblogic, WebLogic
Education
1996 — 2001
Computer Science
1996 — 2000
Elizabeth Chiu, CFA's Merrill Lynch Investment Managers Experience 2006 - 2006
Job Digital Professional in Financial Services
Industry Financial Services
Experience
First Republic Bank June 2013 - Present
BlackRock 2012 - 2013
BlackRock 2008 - 2012
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 2006 - 2006
SNL Financial 2003 - 2005
Skills
Social Media, Usability, Finance, Digital Marketing, User Experience, Social Media Marketing, Strategic Planning, Investments, SEM, E-business, Web Analytics, Financial Services, Analytics, Relationship Management, Mutual Funds, Cross-functional Team..., Valuation, Financial Analysis, Integrated Marketing, Management, Strategy, Competitive Analysis, Asset Managment
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
University of Virginia 2002 — 2006
BS in Commerce, Concentrations in Finance & Management, Minor in Computer Science
First Republic Bank June 2013 - Present
BlackRock 2012 - 2013
BlackRock 2008 - 2012
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 2006 - 2006
SNL Financial 2003 - 2005
Skills
Social Media, Usability, Finance, Digital Marketing, User Experience, Social Media Marketing, Strategic Planning, Investments, SEM, E-business, Web Analytics, Financial Services, Analytics, Relationship Management, Mutual Funds, Cross-functional Team..., Valuation, Financial Analysis, Integrated Marketing, Management, Strategy, Competitive Analysis, Asset Managment
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
University of Virginia 2002 — 2006
BS in Commerce, Concentrations in Finance & Management, Minor in Computer Science
Andrew Mazey Andrew Mazey's Merrill Lynch Investment Managers Experience May 2007 - July 2007
Job Senior Consultant at Kurt Salmon
Industry Management Consulting
Experience
Kurt Salmon January 2014 - Present
Kurt Salmon August 2011 - January 2014
Davis Capital Management, LLC April 2010 - August 2011
Datran Media May 2009 - April 2010
SecondMarket, Inc. June 2008 - September 2008
Wachovia Securities, LLC January 2008 - May 2008
Merrill Lynch Investment Managers May 2007 - July 2007
Skills
Financial Modeling, Strategy, Analytics, Market Research, Equities, Hedge Funds, Management Consulting, Valuation, Finance, Investments, CRM, Management, Equity Research
Education
Vanderbilt University 2005 — 2009
BS; BS, Financial Economics, Human & Organizational Development (Leadership Track)
London School of Economics and Political Science 2007 — 2007
Summer Abroad
UMS-Wright Preparatory High School 2001 — 2005
Kurt Salmon January 2014 - Present
Kurt Salmon August 2011 - January 2014
Davis Capital Management, LLC April 2010 - August 2011
Datran Media May 2009 - April 2010
SecondMarket, Inc. June 2008 - September 2008
Wachovia Securities, LLC January 2008 - May 2008
Merrill Lynch Investment Managers May 2007 - July 2007
Skills
Financial Modeling, Strategy, Analytics, Market Research, Equities, Hedge Funds, Management Consulting, Valuation, Finance, Investments, CRM, Management, Equity Research
Education
Vanderbilt University 2005 — 2009
BS; BS, Financial Economics, Human & Organizational Development (Leadership Track)
London School of Economics and Political Science 2007 — 2007
Summer Abroad
UMS-Wright Preparatory High School 2001 — 2005
Noel Kellert, Senior Partner at New York Life Noel Kellert, Senior Partner at New York Life's Merrill Lynch Investment Managers Experience January 1989 - January 1996
Job Let's work together! Looking for Independent Advisors and sales people interested in Financial Services.
Industry Financial Services
Experience
New York Life Insurance Company September 2001 - Present
Merrill Lynch Investment Managers January 1989 - January 1996
Education
University of Maryland College Park 1985 — 1989
BA, Business
Pascack Valley High School 1981 — 1985
New York Life Insurance Company September 2001 - Present
Merrill Lynch Investment Managers January 1989 - January 1996
Education
University of Maryland College Park 1985 — 1989
BA, Business
Pascack Valley High School 1981 — 1985
Christopher Toth, CFA Christopher Toth, CFA's Merrill Lynch Investment Managers Experience 2003 - 2006
Job Portfolio Manager
Industry Financial Services
Experience
Proteus Global Partners, LLC 2013 - Present
BlackRock 2008 - 2012
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 2003 - 2006
Skills
Asset Managment, Portfolio Management, Equities, Risk Arbitrage, Special Situations..., Index Funds, Event Driven, Hedge Funds
Education
University of Richmond 1999 — 2003
BSBA, Finance and Math majors
Proteus Global Partners, LLC 2013 - Present
BlackRock 2008 - 2012
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 2003 - 2006
Skills
Asset Managment, Portfolio Management, Equities, Risk Arbitrage, Special Situations..., Index Funds, Event Driven, Hedge Funds
Education
University of Richmond 1999 — 2003
BSBA, Finance and Math majors
Harry Abramowski's Merrill Lynch Investment Managers Experience August 2000 - January 2001
Job Applications Developer at EPIC registration
Industry Computer Software
Experience
TMW Systems October 2012 - January 2015
McConnell Cabinets Inc April 2007 - January 2011
various - Boeing, POC, TokyoPop January 2001 - April 2007
Merrill Lynch Investment Managers August 2000 - January 2001
Futuredontics, Inc August 1995 - August 2000
Skills
Visual Basic, WinForms, SQL, VBA, T-SQL, Troubleshooting, Visual Studio, Databases, VB.NET, Business Rules, Database Design, Microsoft SQL Server, ASP, Crystal Reports, .NET, Testing
Education
University of Southern California
B.S, Computer Science
BSH
TMW Systems October 2012 - January 2015
McConnell Cabinets Inc April 2007 - January 2011
various - Boeing, POC, TokyoPop January 2001 - April 2007
Merrill Lynch Investment Managers August 2000 - January 2001
Futuredontics, Inc August 1995 - August 2000
Skills
Visual Basic, WinForms, SQL, VBA, T-SQL, Troubleshooting, Visual Studio, Databases, VB.NET, Business Rules, Database Design, Microsoft SQL Server, ASP, Crystal Reports, .NET, Testing
Education
University of Southern California
B.S, Computer Science
BSH
Darren Stance Darren Stance's Merrill Lynch Investment Managers Experience 1999 - 2000
Job Financial services
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
PLANCO May 2007 - December 2008
Wachovia Securities Financial Network 2003 - 2005
Dreyfus 2001 - 2003
Merrill Lynch Investment Managers 1999 - 2000
Smith Barney 1996 - 1999
Education
University of Miami 1988 — 2003
Bachelor of Science (BSc), Communications
Hollywood Hills High
The University of Texas at Austin
Bachelor of Science (BSc)
Charles Schwab April 2011 - Present
PLANCO May 2007 - December 2008
Wachovia Securities Financial Network 2003 - 2005
Dreyfus 2001 - 2003
Merrill Lynch Investment Managers 1999 - 2000
Smith Barney 1996 - 1999
Education
University of Miami 1988 — 2003
Bachelor of Science (BSc), Communications
Hollywood Hills High
The University of Texas at Austin
Bachelor of Science (BSc)
Michael Sabol, CIMA®, CPWA® Michael Sabol, CIMA®, CPWA®'s Merrill Lynch Investment Managers Experience June 2004 - September 2006
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers June 2004 - September 2006
Skills
Asset Allocation, Alternative Investments, Series 7, Asset Managment, Hedge Funds, Wealth Management, Certified Investment..., Asset Management, Mutual Funds, Financial Services, Investments, Fixed Income, Investment Strategies, Series 63, ETFs, Equities, Investment Management
Education
University of Arizona 1999 — 2003
Bachelor of Arts (B.A.), Economics
Brother Rice High School 1996 — 1999
BlackRock October 2006 - Present
Merrill Lynch Investment Managers June 2004 - September 2006
Skills
Asset Allocation, Alternative Investments, Series 7, Asset Managment, Hedge Funds, Wealth Management, Certified Investment..., Asset Management, Mutual Funds, Financial Services, Investments, Fixed Income, Investment Strategies, Series 63, ETFs, Equities, Investment Management
Education
University of Arizona 1999 — 2003
Bachelor of Arts (B.A.), Economics
Brother Rice High School 1996 — 1999
Colin Heaney Colin Heaney's Merrill Lynch Investment Managers Experience March 2007 - October 2007
Job Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO February 2011 - Present
Citigroup October 2010 - February 2011
BlackRock October 2007 - October 2010
Merrill Lynch Investment Managers March 2007 - October 2007
Merrill Lynch October 2004 - March 2007
Skills
Mutual Funds, Equities, Alternative Investments, Fixed Income, ETFs, Separately Managed..., Asset Allocation, Investment Strategies, Derivatives, Bonds, Financial Modeling, Asset Management, Investments, Hedge Funds, Wealth Management, Financial Analysis, Bloomberg, FINRA, Series 7, Series 66, Sales Presentations, Financial Services, Relationship Management, Finance, Sales, Investment Advisory, Microsoft Office
Education
The Catholic University of America 1999 — 2003
Bachelor of Arts (B.A.), Business, Financial Management
PIMCO February 2011 - Present
Citigroup October 2010 - February 2011
BlackRock October 2007 - October 2010
Merrill Lynch Investment Managers March 2007 - October 2007
Merrill Lynch October 2004 - March 2007
Skills
Mutual Funds, Equities, Alternative Investments, Fixed Income, ETFs, Separately Managed..., Asset Allocation, Investment Strategies, Derivatives, Bonds, Financial Modeling, Asset Management, Investments, Hedge Funds, Wealth Management, Financial Analysis, Bloomberg, FINRA, Series 7, Series 66, Sales Presentations, Financial Services, Relationship Management, Finance, Sales, Investment Advisory, Microsoft Office
Education
The Catholic University of America 1999 — 2003
Bachelor of Arts (B.A.), Business, Financial Management
David Sherman, CFE David Sherman, CFE's Merrill Lynch Investment Managers Experience June 2003 - August 2004
Job Senior Auditor & Fraud Investigator at Deloitte
Industry Accounting
Experience
Deloitte March 2012 - Present
First Credit Union September 2010 - December 2011
FTI Consulting January 2008 - February 2010
FTI Consulting September 2005 - December 2007
Merrill Lynch Investment Managers June 2003 - August 2004
Skills
Auditing, Due Diligence, Financial Analysis, Financial Modeling, Internal Audit, Finance, Leadership, Analysis, Forensic Accounting, Valuation, Accounting, Financial Reporting, Customer Service
Education
University of Arizona 2000 — 2005
BBA
Deloitte March 2012 - Present
First Credit Union September 2010 - December 2011
FTI Consulting January 2008 - February 2010
FTI Consulting September 2005 - December 2007
Merrill Lynch Investment Managers June 2003 - August 2004
Skills
Auditing, Due Diligence, Financial Analysis, Financial Modeling, Internal Audit, Finance, Leadership, Analysis, Forensic Accounting, Valuation, Accounting, Financial Reporting, Customer Service
Education
University of Arizona 2000 — 2005
BBA
Pete Kelso Pete Kelso's Merrill Lynch Investment Managers Experience November 1999 - May 2005
Job CTO of Aflac Global Investments
Industry Financial Services
Experience
Aflac October 2012 - Present
Deutsche Bank April 2011 - October 2012
Deutsche Asset Management June 2005 - April 2011
Merrill Lynch Investment Managers November 1999 - May 2005
Bankers Trust September 1993 - November 1999
Skills
Derivatives, Equities, Fixed Income, Hedge Funds, Asset Managment, Asset Management, Finance, Capital Markets, Financial Services, Portfolio Management, FX Options, Investments, Trading, Trading Systems, Risk Management, Alternative Investments
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Stastics
University of Illinois at Urbana-Champaign 1984 — 1989
BS, Engineering
Aflac October 2012 - Present
Deutsche Bank April 2011 - October 2012
Deutsche Asset Management June 2005 - April 2011
Merrill Lynch Investment Managers November 1999 - May 2005
Bankers Trust September 1993 - November 1999
Skills
Derivatives, Equities, Fixed Income, Hedge Funds, Asset Managment, Asset Management, Finance, Capital Markets, Financial Services, Portfolio Management, FX Options, Investments, Trading, Trading Systems, Risk Management, Alternative Investments
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Stastics
University of Illinois at Urbana-Champaign 1984 — 1989
BS, Engineering
Christo Claassens Christo Claassens's Merrill Lynch Investment Managers Experience January 2004 - January 2007
Job Senior UX Designer at Motivate Design
Industry Investment Management
Experience
Motivate Design August 2014 - Present
Pershing, a BNY Mellon company July 2012 - June 2014
BlackRock September 2011 - June 2012
BlackRock January 2010 - September 2011
BlackRock January 2007 - October 2010
Merrill Lynch Investment Managers January 2004 - January 2007
Merrill Lynch Investment Managers October 2000 - 2004
The Lewis School March 1998 - September 2000
Skills
Information Architecture, E-business, User Experience, Interaction Design, Intranet, Visual Design, Usability, Graphic Design, User Interface Design, E-commerce, Usability Testing, Strategy, Flash, Web Design, Web Analytics, Digital Strategy, Software Development
Education
Stellenbosch University/Universiteit Stellenbosch 1997 — 1999
MA, Ancient Near Eastern Studies
Stellenbosch University/Universiteit Stellenbosch 1995 — 1997
BD, Theology
Stellenbosch University/Universiteit Stellenbosch 1994 — 1994
BA Hons, Ancient Near Eastern Studies
Stellenbosch University/Universiteit Stellenbosch 1991 — 1993
BA, Theology, Ancient Near Eastern Studies
Motivate Design August 2014 - Present
Pershing, a BNY Mellon company July 2012 - June 2014
BlackRock September 2011 - June 2012
BlackRock January 2010 - September 2011
BlackRock January 2007 - October 2010
Merrill Lynch Investment Managers January 2004 - January 2007
Merrill Lynch Investment Managers October 2000 - 2004
The Lewis School March 1998 - September 2000
Skills
Information Architecture, E-business, User Experience, Interaction Design, Intranet, Visual Design, Usability, Graphic Design, User Interface Design, E-commerce, Usability Testing, Strategy, Flash, Web Design, Web Analytics, Digital Strategy, Software Development
Education
Stellenbosch University/Universiteit Stellenbosch 1997 — 1999
MA, Ancient Near Eastern Studies
Stellenbosch University/Universiteit Stellenbosch 1995 — 1997
BD, Theology
Stellenbosch University/Universiteit Stellenbosch 1994 — 1994
BA Hons, Ancient Near Eastern Studies
Stellenbosch University/Universiteit Stellenbosch 1991 — 1993
BA, Theology, Ancient Near Eastern Studies
Brody Smith Brody Smith's Merrill Lynch Investment Managers Experience August 2003 - August 2004
Job Director of Marketing at TiVo
Industry Marketing and Advertising
Experience
TiVo September 2014 - Present
TiVo April 2011 - September 2014
TiVo April 2009 - March 2011
Dish Network June 2006 - April 2009
Merrill Lynch Investment Managers August 2003 - August 2004
Lipper 2000 - 2003
Skills
Direct Marketing, Customer Retention, Marketing Strategy, Product Launch, Marketing, Email Marketing, Digital Marketing, Affiliate Marketing, Multi-channel Marketing, Customer Lifecycle..., New Business Development, Product Marketing, Trade Shows, Integrated Marketing, Partner Marketing, Cross-functional Team..., Lead Generation, Brand Loyalty, Marketing Communications, Promotions, Program Management, Churn Reduction, Customer Loyalty, Customer Advocacy, Display Advertising, Trade Show Management, Online Advertising, Advertising, Paid Search Campaigns, Pricing Strategy, Segmentation, Go-to-market Strategy, Competitive Analysis, Strategic Planning, Analytics, Marketing Management, Customer Acquisition, E-commerce, Budgets
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Marketing
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BA, Business Adminstration
TiVo September 2014 - Present
TiVo April 2011 - September 2014
TiVo April 2009 - March 2011
Dish Network June 2006 - April 2009
Merrill Lynch Investment Managers August 2003 - August 2004
Lipper 2000 - 2003
Skills
Direct Marketing, Customer Retention, Marketing Strategy, Product Launch, Marketing, Email Marketing, Digital Marketing, Affiliate Marketing, Multi-channel Marketing, Customer Lifecycle..., New Business Development, Product Marketing, Trade Shows, Integrated Marketing, Partner Marketing, Cross-functional Team..., Lead Generation, Brand Loyalty, Marketing Communications, Promotions, Program Management, Churn Reduction, Customer Loyalty, Customer Advocacy, Display Advertising, Trade Show Management, Online Advertising, Advertising, Paid Search Campaigns, Pricing Strategy, Segmentation, Go-to-market Strategy, Competitive Analysis, Strategic Planning, Analytics, Marketing Management, Customer Acquisition, E-commerce, Budgets
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
MBA, Marketing
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BA, Business Adminstration
Vinesh Vasnani's Merrill Lynch Investment Managers Experience September 2008 - April 2009
Job Financial SaaS Sales
Industry Information Technology and Services
Experience
Reval December 2014 - Present
Tufin January 2013 - December 2014
Kyriba Corporation November 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Wells Fargo April 2009 - August 2010
Leader 4 Life 2009 - July 2010
Merrill Lynch Investment Managers September 2008 - April 2009
Screaming Sports 2007 - 2007
Skills
Training, Negotiation, Financial Analysis, Business Development, Marketing, Sales, Cold Calling, Banking, Finance, Salesforce.com, Risk Management, Microsoft Excel, Credit, Leadership, Strategy, Management, Recruiting, Solution Selling, CRM, Project Management, Microsoft Office, Customer Service
Education
The University of Georgia 2004 — 2008
BBA, Finance
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration, Finance
Reval December 2014 - Present
Tufin January 2013 - December 2014
Kyriba Corporation November 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Wells Fargo April 2009 - August 2010
Leader 4 Life 2009 - July 2010
Merrill Lynch Investment Managers September 2008 - April 2009
Screaming Sports 2007 - 2007
Skills
Training, Negotiation, Financial Analysis, Business Development, Marketing, Sales, Cold Calling, Banking, Finance, Salesforce.com, Risk Management, Microsoft Excel, Credit, Leadership, Strategy, Management, Recruiting, Solution Selling, CRM, Project Management, Microsoft Office, Customer Service
Education
The University of Georgia 2004 — 2008
BBA, Finance
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration, Finance
Salvatore Giacalone Salvatore Giacalone's Merrill Lynch Investment Managers Experience October 2008 - Present
Job Senior Vice President Investments Wealth Management Advisor at Merrill Lynch Investment Managers
Industry Investment Management
Experience
Merrill Lynch Investment Managers October 2008 - Present
Smith Barney Citigroup July 1993 - October 2008
Skills
Wealth Management..., Wealth Management, Financial Advisory, Portfolio Management, Estate Planning, Retirement, Investments, Finance, Financial Services, Series 7
Education
Suffolk University
Bachelors, Finance
Suffolk University
MBA, Finance
Merrill Lynch Investment Managers October 2008 - Present
Smith Barney Citigroup July 1993 - October 2008
Skills
Wealth Management..., Wealth Management, Financial Advisory, Portfolio Management, Estate Planning, Retirement, Investments, Finance, Financial Services, Series 7
Education
Suffolk University
Bachelors, Finance
Suffolk University
MBA, Finance
Rachelle Meredith's Merrill Lynch Investment Managers Experience September 1999 - November 2003
Job Director of Development and Strategic Priorities at USC Annenberg Innovation Lab
Industry Education Management
Experience
USC Annenberg Innovation Lab January 2012 - Present
University of Southern California November 2009 - January 2012
Perella Weinberg Partners July 2007 - August 2009
SSI Investment Management November 2003 - July 2007
Merrill Lynch Investment Managers September 1999 - November 2003
Skills
Marketing Strategy, Branding & Identity, Brand Development, Brand Implementation, Sales Management, Client Relations, Client Development, Creative Writing
Education
University of Southern California 1995 — 1999
BA, Journalism
USC Annenberg Innovation Lab January 2012 - Present
University of Southern California November 2009 - January 2012
Perella Weinberg Partners July 2007 - August 2009
SSI Investment Management November 2003 - July 2007
Merrill Lynch Investment Managers September 1999 - November 2003
Skills
Marketing Strategy, Branding & Identity, Brand Development, Brand Implementation, Sales Management, Client Relations, Client Development, Creative Writing
Education
University of Southern California 1995 — 1999
BA, Journalism
Brian Leone's Merrill Lynch Investment Managers Experience March 2006 - October 2006
Job Associate, Investment Management at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers March 2006 - October 2006
Merrill Lynch GPC February 2001 - March 2006
School District of Philadelphia September 1996 - December 2000
Skills
Series 7, Series 63, Separately Managed..., Alternative Investments, ETFs, Mutual Funds, Fixed Income, Securities, Asset Allocation, Investment Strategies, 401k, Asset Management, Uniform Combined State..., Wealth Management, Retirement, Investments, Hedge Funds, Relationship Management, Series 65
Education
Temple University 1992 — 1996
Bachelor of Science (B.Sc.), Education
BlackRock October 2006 - Present
Merrill Lynch Investment Managers March 2006 - October 2006
Merrill Lynch GPC February 2001 - March 2006
School District of Philadelphia September 1996 - December 2000
Skills
Series 7, Series 63, Separately Managed..., Alternative Investments, ETFs, Mutual Funds, Fixed Income, Securities, Asset Allocation, Investment Strategies, 401k, Asset Management, Uniform Combined State..., Wealth Management, Retirement, Investments, Hedge Funds, Relationship Management, Series 65
Education
Temple University 1992 — 1996
Bachelor of Science (B.Sc.), Education
Brian Polakowski, CIMA® Brian Polakowski, CIMA®'s Merrill Lynch Investment Managers Experience March 2000 - October 2006
Job Investment Management Consultant
Industry Financial Services
Experience
BlackRock March 2000 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch Investment Managers March 2000 - October 2006
Able Noser September 1998 - February 2000
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Management, Portfolio Management, Sales Management, International Sales, Inside Sales, External Sales, Sales Presentations, Presentation Coaching, Asset Allocation, Tactical Asset..., Global Asset Allocation, non resident clients
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BS, Economics
Howell High School 1990 — 1994
BS, Business
BlackRock March 2000 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch Investment Managers March 2000 - October 2006
Able Noser September 1998 - February 2000
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Management, Portfolio Management, Sales Management, International Sales, Inside Sales, External Sales, Sales Presentations, Presentation Coaching, Asset Allocation, Tactical Asset..., Global Asset Allocation, non resident clients
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BS, Economics
Howell High School 1990 — 1994
BS, Business
Ga'ash Soffer's Merrill Lynch Investment Managers Experience January 2004 - October 2005
Job CoFounder/Managing Member at Rion Capital
Industry Financial Services
Experience
Rion Capital April 2011 - Present
Level Global Investors January 2009 - February 2011
UBS Investment Bank July 2007 - November 2008
AVM/III October 2005 - June 2007
Merrill Lynch Investment Managers January 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Structured Products, Securities, Portfolio Management, Equities, Alternative Investments, Financial Risk, Credit, Derivatives, Trading, Asset Management, Capital Markets, Structured Finance, Bloomberg
Education
University of Pennsylvania 2000 — 2003
BA, Mathematics
Rion Capital April 2011 - Present
Level Global Investors January 2009 - February 2011
UBS Investment Bank July 2007 - November 2008
AVM/III October 2005 - June 2007
Merrill Lynch Investment Managers January 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Structured Products, Securities, Portfolio Management, Equities, Alternative Investments, Financial Risk, Credit, Derivatives, Trading, Asset Management, Capital Markets, Structured Finance, Bloomberg
Education
University of Pennsylvania 2000 — 2003
BA, Mathematics
Brian Fullerton's Merrill Lynch Investment Managers Experience 1999 - 2006
Job Chief Investment Officer at Pacific Global Advisors LLC
Industry Investment Management
Experience
Pacific Global Advisors LLC 2012 - Present
HF Clarity and Unique Property Fund 2010 - 2012
Gottex Fund Management 2008 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Putnam Investments 1995 - 1999
J P Morgan 1984 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Risk Management, Fixed Income, Alternative Investments, Derivatives, Asset Managment
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
B.S., Commerce
Pacific Global Advisors LLC 2012 - Present
HF Clarity and Unique Property Fund 2010 - 2012
Gottex Fund Management 2008 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Putnam Investments 1995 - 1999
J P Morgan 1984 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Risk Management, Fixed Income, Alternative Investments, Derivatives, Asset Managment
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
B.S., Commerce
Brian Dubin's Merrill Lynch Investment Managers Experience 2002 - 2003
Job Analyst at Mariner Glen Oaks
Industry Financial Services
Experience
Mariner Glen Oaks September 2015 - Present
Meehan Combs January 2013 - August 2015
Eos Partners June 2008 - October 2012
GSO Capital September 2005 - May 2008
UBS 2003 - 2005
UBS Investment Bank 2003 - 2005
MLIM 2002 - 2003
Merrill Lynch Investment Managers 2002 - 2003
Merrill Lynch 2001 - 2001
Skills
Hedge Funds, Bloomberg, Valuation
Education
University of Pennsylvania 1998 — 2002
BSE, Finance
University of Pennsylvania - The Wharton School 1998 — 2002
Mariner Glen Oaks September 2015 - Present
Meehan Combs January 2013 - August 2015
Eos Partners June 2008 - October 2012
GSO Capital September 2005 - May 2008
UBS 2003 - 2005
UBS Investment Bank 2003 - 2005
MLIM 2002 - 2003
Merrill Lynch Investment Managers 2002 - 2003
Merrill Lynch 2001 - 2001
Skills
Hedge Funds, Bloomberg, Valuation
Education
University of Pennsylvania 1998 — 2002
BSE, Finance
University of Pennsylvania - The Wharton School 1998 — 2002
Chris Russell-Wood, MBCP, CDCP's Merrill Lynch Investment Managers Experience April 1995 - June 1997
Job Lead System Risk Analyst at US Commodity Futures Trading Commission
Industry Information Technology and Services
Experience
US Commodity Futures Trading Commission March 2010 - Present
US Securities and Exchange Commission October 1999 - March 2010
Chess Financial June 1998 - August 1999
Morgan Stanley Investment Management July 1997 - May 1998
Merrill Lynch Investment Managers April 1995 - June 1997
Skills
Equities, Securities, Investments, Analysis, Trading, Bloomberg, Financial Risk, Options, Mutual Funds, Management, Fixed Income
Education
University of Oregon School of Law 1997 — 1997
Mediator, Mediation and Conflict Resolution
The Johns Hopkins University 1993 — 1997
Bachelor of Arts (BA), Political Science and German
Institute for International Mediation and Conflict Resolution (IIMCR) 1996 — 1996
Mediation and conflict resolution
US Commodity Futures Trading Commission March 2010 - Present
US Securities and Exchange Commission October 1999 - March 2010
Chess Financial June 1998 - August 1999
Morgan Stanley Investment Management July 1997 - May 1998
Merrill Lynch Investment Managers April 1995 - June 1997
Skills
Equities, Securities, Investments, Analysis, Trading, Bloomberg, Financial Risk, Options, Mutual Funds, Management, Fixed Income
Education
University of Oregon School of Law 1997 — 1997
Mediator, Mediation and Conflict Resolution
The Johns Hopkins University 1993 — 1997
Bachelor of Arts (BA), Political Science and German
Institute for International Mediation and Conflict Resolution (IIMCR) 1996 — 1996
Mediation and conflict resolution
Sujata Pherwani's Merrill Lynch Investment Managers Experience 1992 - 1994
Job MD at Personal Design consultant
Industry Design
Experience
Personal Design consultant VP TransactionsWells Fargo Nikko Investment AdvisorsFebruary 1994 - March 1997
Merrill Lynch Investment Managers 1992 - 1994
rohm& haas 1987 - 1990
rohm& haas 1988 - 1989
Education
University of Pennsylvania - The Wharton School 1990 — 1992
University of Pennsylvania - The Wharton School 1990 — 1992
mba
University of Illinois at Chicago 1983 — 1987
University of Illinois at Chicago 1983 — 1987
Chemical engr/math
Personal Design consultant VP TransactionsWells Fargo Nikko Investment AdvisorsFebruary 1994 - March 1997
Merrill Lynch Investment Managers 1992 - 1994
rohm& haas 1987 - 1990
rohm& haas 1988 - 1989
Education
University of Pennsylvania - The Wharton School 1990 — 1992
University of Pennsylvania - The Wharton School 1990 — 1992
mba
University of Illinois at Chicago 1983 — 1987
University of Illinois at Chicago 1983 — 1987
Chemical engr/math
Patrick Hayward's Merrill Lynch Investment Managers Experience 2002 - 2006
Job Director Corporate FP&A at AIG
Industry Financial Services
Experience
AIG April 2015 - Present
Accordion Partners January 2015 - April 2015
ICAP November 2011 - January 2015
BlackRock October 2006 - October 2011
Merrill Lynch June 2002 - October 2006
Merrill Lynch Investment Managers 2002 - 2006
Societe Generale December 1999 - June 2002
Compass Group LLC July 1997 - December 1999
Morgan Stanley April 1993 - July 1997
Ernst & Young September 1989 - April 1993
Skills
Strategic Analysis, Budgeting, Financial Forecasting, Financial Modeling, Capital Markets, Investment Banking, Valuation, Corporate Finance, Investor Relations, Fixed Income, Financial Analysis, Financial Services, Private Equity, Portfolio Management, Strategic Financial..., Equities, Investments, Due Diligence, Hedge Funds, Asset Management, Analysis, Finance, Budgets, Forecasting, Financial Reporting, Mutual Funds, Internal Controls, Mergers & Acquisitions, Alternative Investments, Managerial Finance, Bloomberg, Financial Planning
Education
The College of William and Mary - The Mason School of Business 1985 — 1989
BBA, Accounting
William & Mary 1985 — 1989
BBA, Accounting
AIG April 2015 - Present
Accordion Partners January 2015 - April 2015
ICAP November 2011 - January 2015
BlackRock October 2006 - October 2011
Merrill Lynch June 2002 - October 2006
Merrill Lynch Investment Managers 2002 - 2006
Societe Generale December 1999 - June 2002
Compass Group LLC July 1997 - December 1999
Morgan Stanley April 1993 - July 1997
Ernst & Young September 1989 - April 1993
Skills
Strategic Analysis, Budgeting, Financial Forecasting, Financial Modeling, Capital Markets, Investment Banking, Valuation, Corporate Finance, Investor Relations, Fixed Income, Financial Analysis, Financial Services, Private Equity, Portfolio Management, Strategic Financial..., Equities, Investments, Due Diligence, Hedge Funds, Asset Management, Analysis, Finance, Budgets, Forecasting, Financial Reporting, Mutual Funds, Internal Controls, Mergers & Acquisitions, Alternative Investments, Managerial Finance, Bloomberg, Financial Planning
Education
The College of William and Mary - The Mason School of Business 1985 — 1989
BBA, Accounting
William & Mary 1985 — 1989
BBA, Accounting
Scott MacLaughlin's Merrill Lynch Investment Managers Experience March 1996 - September 1998
Job Technology specialist in Senior Bank Debt, Mortgages and Asset Management
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Goldman Sachs January 2013 - December 2014
Goldman Sachs April 2000 - January 2013
Goldman Sachs September 1998 - 2000
Merrill Lynch Investment Managers March 1996 - September 1998
Skills
Loans, Trading, Loan Servicing, Unix, Loan Origination, Trading Systems, Fixed Income, Java, Sybase, Object Oriented Design, Visual C++, C++, Sybase/Oracle/DB2, Matlab, Platform..., Distressed Debt, Investment Management, Distributed Systems, Software Project..., Java Enterprise Edition, java en
Education
University of Delaware 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Computer Science
JPMorgan Chase & Co. December 2014 - Present
Goldman Sachs January 2013 - December 2014
Goldman Sachs April 2000 - January 2013
Goldman Sachs September 1998 - 2000
Merrill Lynch Investment Managers March 1996 - September 1998
Skills
Loans, Trading, Loan Servicing, Unix, Loan Origination, Trading Systems, Fixed Income, Java, Sybase, Object Oriented Design, Visual C++, C++, Sybase/Oracle/DB2, Matlab, Platform..., Distressed Debt, Investment Management, Distributed Systems, Software Project..., Java Enterprise Edition, java en
Education
University of Delaware 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Computer Science
Jordan Irving's Merrill Lynch Investment Managers Experience February 1998 - March 2004
Job Partner at Irving Magee Investment Management LLC
Industry Financial Services
Experience
Irving Magee Investment Management LLC October 2010 - Present
Delaware Investments March 2004 - September 2010
Merrill Lynch Investment Managers February 1998 - March 2004
Skills
Asset Managment, Hedge Funds, Investments, Private Equity, Financial Analysis, Financial Modeling, Mergers, Alternative Investments, Venture Capital, Equities, Due Diligence, Investment Strategies
Education
University of Oxford 1996 — 1997
Diploma, Social Studies
Yale University 1992 — 1996
BA, American Studies
Irving Magee Investment Management LLC October 2010 - Present
Delaware Investments March 2004 - September 2010
Merrill Lynch Investment Managers February 1998 - March 2004
Skills
Asset Managment, Hedge Funds, Investments, Private Equity, Financial Analysis, Financial Modeling, Mergers, Alternative Investments, Venture Capital, Equities, Due Diligence, Investment Strategies
Education
University of Oxford 1996 — 1997
Diploma, Social Studies
Yale University 1992 — 1996
BA, American Studies
Raj Bharne PMP's Merrill Lynch Investment Managers Experience 2000 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock Financial Management October 2006 - Present
Independence Blue Cross 2012 - 2014
Independence Blue Cross 2012 - 2013
Independence Blue Cross 2012 - 2013
Macquarie Group 2009 - 2012
Ciber 2009 - 2012
Merrill Lynch July 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Morgan Stanley 1998 - 2000
Aetna 1995 - 1998
Education
University of Louisiana at Lafayette 1988 — 1989
MS, Computer Science
University of Louisiana at Lafayette 1986 — 1987
MS, Mechanical Engineering
BlackRock Financial Management October 2006 - Present
Independence Blue Cross 2012 - 2014
Independence Blue Cross 2012 - 2013
Independence Blue Cross 2012 - 2013
Macquarie Group 2009 - 2012
Ciber 2009 - 2012
Merrill Lynch July 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Morgan Stanley 1998 - 2000
Aetna 1995 - 1998
Education
University of Louisiana at Lafayette 1988 — 1989
MS, Computer Science
University of Louisiana at Lafayette 1986 — 1987
MS, Mechanical Engineering
Carla Cousins's Merrill Lynch Investment Managers Experience 2000 - 2002
Job Billing Manager, State of NJJudiciary
Industry Government Administration
Experience
State of New Jersey August 2006 - Present
Education Testing Services March 2006 - August 2006
Merrill Lynch 2002 - 2005
Merrill Lynch Investment Managers 2000 - 2002
Merrill Lynch Assest Management 1997 - 2000
Merrill Lynch Consulting & Advisory Financial Operations 1995 - 1997
Merrill Lynch Consults Administration 1993 - 1995
Merrill Lynch Consults Administration 1991 - 1993
Merrill Lynch Mutual Fund Operations 1989 - 1991
Skills
Project Management, Outlook, Financial Services, Microsoft Word, Analysis, Program Management, Business Analysis, Non-profits, Microsoft Office, Microsoft Excel, Process Improvement, Management, Training, Security, Business Process, Policy, Leadership, Change Management, Nonprofits
Education
The College of New Jersey 1984 — 1988
BA
Piscataway High School 1980 — 1984
Diploma
State of New Jersey August 2006 - Present
Education Testing Services March 2006 - August 2006
Merrill Lynch 2002 - 2005
Merrill Lynch Investment Managers 2000 - 2002
Merrill Lynch Assest Management 1997 - 2000
Merrill Lynch Consulting & Advisory Financial Operations 1995 - 1997
Merrill Lynch Consults Administration 1993 - 1995
Merrill Lynch Consults Administration 1991 - 1993
Merrill Lynch Mutual Fund Operations 1989 - 1991
Skills
Project Management, Outlook, Financial Services, Microsoft Word, Analysis, Program Management, Business Analysis, Non-profits, Microsoft Office, Microsoft Excel, Process Improvement, Management, Training, Security, Business Process, Policy, Leadership, Change Management, Nonprofits
Education
The College of New Jersey 1984 — 1988
BA
Piscataway High School 1980 — 1984
Diploma
Fran Hulette's Merrill Lynch Investment Managers Experience 1997 - 2003
Job class notes editor at Princeton Alumni Weekly
Industry Writing and Editing
Experience
Princeton Alumni Weekly Class Notes EditorPrinceton Alumni Weekly2003 - 2008
Merrill Lynch 1997 - 2003
Merrill Lynch Investment Managers 1997 - 2003
Princeton Packet Inc. 1983 - 1997
Skills
Blogging, Copy Editing, Journalism, Nonprofits, Web Content, Editing, Copywriting, Social Media, Proofreading, Editorial, Content Development, Public Relations, Publishing, Fundraising, Magazines
Education
Syracuse University
Princeton Alumni Weekly Class Notes EditorPrinceton Alumni Weekly2003 - 2008
Merrill Lynch 1997 - 2003
Merrill Lynch Investment Managers 1997 - 2003
Princeton Packet Inc. 1983 - 1997
Skills
Blogging, Copy Editing, Journalism, Nonprofits, Web Content, Editing, Copywriting, Social Media, Proofreading, Editorial, Content Development, Public Relations, Publishing, Fundraising, Magazines
Education
Syracuse University
Prentice Ng's Merrill Lynch Investment Managers Experience December 1999 - December 2001
Job
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock December 2009 - December 2014
Barclays Global Investors January 2007 - December 2009
SD Capital Management LLC March 2003 - August 2004
Roxbury Capital Management February 2002 - February 2003
Merrill Lynch Investment Managers December 1999 - December 2001
Wilshire Associates July 1997 - November 1999
Skills
Alternative Investments, Series 7, Defined Benefit, Institutional, Series 63, Defined Contribution, Relationship Management, Hedge Funds, ETFs
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance/Investments
University of California, San Diego 1993 — 1997
BS, Management Science
BlackRock January 2015 - Present
BlackRock December 2009 - December 2014
Barclays Global Investors January 2007 - December 2009
SD Capital Management LLC March 2003 - August 2004
Roxbury Capital Management February 2002 - February 2003
Merrill Lynch Investment Managers December 1999 - December 2001
Wilshire Associates July 1997 - November 1999
Skills
Alternative Investments, Series 7, Defined Benefit, Institutional, Series 63, Defined Contribution, Relationship Management, Hedge Funds, ETFs
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance/Investments
University of California, San Diego 1993 — 1997
BS, Management Science
Shiven Kumar's Merrill Lynch Investment Managers Experience August 2004 - August 2006
Job Principal Technical Architect at AT&T LABS
Industry Telecommunications
Jason Feinstein, CFA's Merrill Lynch Investment Managers Experience 1997 - 2006
Job Credit Research AnalystEquity Research Analyst
Industry Investment Management
Experience
Credit Suisse 2008 - June 2015
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 1997 - 2006
Skills
CFA charterholder, Fixed Income, Chartered Financial..., Credit Derivatives, Wealth Management, Mutual Funds, Credit, Asset Management, Finance, Bloomberg, Equities, Hedge Funds, Equity Research, Bonds, Derivatives, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Credit Suisse 2008 - June 2015
BlackRock 2006 - 2008
Merrill Lynch Investment Managers 1997 - 2006
Skills
CFA charterholder, Fixed Income, Chartered Financial..., Credit Derivatives, Wealth Management, Mutual Funds, Credit, Asset Management, Finance, Bloomberg, Equities, Hedge Funds, Equity Research, Bonds, Derivatives, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Brendan Slattery's Merrill Lynch Investment Managers Experience 2002 - 2004
Job Manager Cost & Economic Analysis at CSX Transportation
Industry Transportation/Trucking/Railroad
Experience
CSX Transportation 2010 - Present
Dorsa Consulting, Inc. 2004 - 2009
Merrill Lynch Investment Managers 2002 - 2004
Skills
Financial Modeling, Data Analysis, Financial Analysis, Process Improvement, Analysis, Forecasting, Strategic Planning, Budgets, Project Management, Access, Microsoft Excel, Corporate Finance, Operations Management, Microsoft Office, Program Management, Financial Reporting, Statistics
Education
University of Florida - Warrington College Of Business 2011 — 2013
Masters, Business Administration
University of Notre Dame 1998 — 2002
B.S., Mathematics
CSX Transportation 2010 - Present
Dorsa Consulting, Inc. 2004 - 2009
Merrill Lynch Investment Managers 2002 - 2004
Skills
Financial Modeling, Data Analysis, Financial Analysis, Process Improvement, Analysis, Forecasting, Strategic Planning, Budgets, Project Management, Access, Microsoft Excel, Corporate Finance, Operations Management, Microsoft Office, Program Management, Financial Reporting, Statistics
Education
University of Florida - Warrington College Of Business 2011 — 2013
Masters, Business Administration
University of Notre Dame 1998 — 2002
B.S., Mathematics
Scott Group's Merrill Lynch Investment Managers Experience 2003 - 2005
Job Wolfe Research Transportation Analyst
Industry Financial Services
Experience
Wolfe Research, LLC May 2008 - Present
Bear Stearns 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Education
University of Pennsylvania 1999 — 2003
Wolfe Research, LLC May 2008 - Present
Bear Stearns 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Education
University of Pennsylvania 1999 — 2003
Susan Oh's Merrill Lynch Investment Managers Experience January 2004 - September 2006
Job Principal at Morning Calm Perspectives
Industry Investment Management
Experience
Morning Calm Perspectives February 2009 - Present
Shelterwood Financial September 2007 - January 2009
Merrill Lynch Investment Managers January 2004 - September 2006
Merrill Lynch Investment Manager (Alternative Strategies) 2004 - 2006
Tremont Capital Management May 2001 - January 2004
Citco 1998 - 2000
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Asset Managment, Equities
Education
University at Albany, SUNY 1990 — 1994
BA, History
Stuyvesant High School
Morning Calm Perspectives February 2009 - Present
Shelterwood Financial September 2007 - January 2009
Merrill Lynch Investment Managers January 2004 - September 2006
Merrill Lynch Investment Manager (Alternative Strategies) 2004 - 2006
Tremont Capital Management May 2001 - January 2004
Citco 1998 - 2000
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Asset Managment, Equities
Education
University at Albany, SUNY 1990 — 1994
BA, History
Stuyvesant High School
Adam Fegyveresi's Merrill Lynch Investment Managers Experience June 1998 - August 2002
Job Treasury Division at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2010 - Present
Wells Fargo Securities September 2005 - April 2010
Wells Fargo Securities August 2002 - August 2005
Merrill Lynch Investment Managers June 1998 - August 2002
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Risk, Corporate Finance, Equities, Trading, FX Options, Securities, Investments, Business Analysis, Financial Services, Basel II, Treasury Management, Commodity, Analysis, Cross-functional Team..., Interest Rate Swaps, Financial Modeling, Money Market, Banking, Relationship Management, Credit Risk, Finance, Capital Markets, Financial Analysis, Strategic Financial...
Education
Wake Forest University School of Business 2005 — 2007
Masters, Business Administration
University of Delaware
Business, Finance and Economics
Wells Fargo Bank May 2010 - Present
Wells Fargo Securities September 2005 - April 2010
Wells Fargo Securities August 2002 - August 2005
Merrill Lynch Investment Managers June 1998 - August 2002
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Risk, Corporate Finance, Equities, Trading, FX Options, Securities, Investments, Business Analysis, Financial Services, Basel II, Treasury Management, Commodity, Analysis, Cross-functional Team..., Interest Rate Swaps, Financial Modeling, Money Market, Banking, Relationship Management, Credit Risk, Finance, Capital Markets, Financial Analysis, Strategic Financial...
Education
Wake Forest University School of Business 2005 — 2007
Masters, Business Administration
University of Delaware
Business, Finance and Economics
Andrew Hensler, PMP's Merrill Lynch Investment Managers Experience 1994 - 2006
Job Senior Application Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Bank of America Merrill Lynch March 2011 - June 2011
BlackRock Solutions October 2007 - March 2011
BlackRock October 2006 - October 2007
Merrill Lynch Investment Managers 1994 - 2006
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Managment, Portfolio Management, Requirements Analysis, Business Process..., Equities, Securities, Derivatives, Bloomberg, Investments, Financial Services, Strategy, Market Data, Asset Management, Business Requirements, Accounting
Education
University of Delaware 1987 — 1991
Accounting
TIAA-CREF July 2011 - Present
Bank of America Merrill Lynch March 2011 - June 2011
BlackRock Solutions October 2007 - March 2011
BlackRock October 2006 - October 2007
Merrill Lynch Investment Managers 1994 - 2006
Skills
Business Analysis, Vendor Management, Fixed Income, Asset Managment, Portfolio Management, Requirements Analysis, Business Process..., Equities, Securities, Derivatives, Bloomberg, Investments, Financial Services, Strategy, Market Data, Asset Management, Business Requirements, Accounting
Education
University of Delaware 1987 — 1991
Accounting
Brian Korner's Merrill Lynch Investment Managers Experience March 2004 - September 2004
Job SVP at Belcorso Jewelry Manufacturing
Industry Apparel & Fashion
Experience
Belcorso Jewelry Manufacturing April 2012 - Present
Vyapar Capital Market Partners April 2008 - January 2013
Munich American Capital Markets July 2005 - April 2008
Credit Suisse First Boston September 2004 - July 2005
Merrill Lynch Investment Managers March 2004 - September 2004
Merrill Lynch Investment Managers February 2001 - March 2004
Merrill Lynch July 1999 - February 2001
Skills
Derivatives, Capital Markets, Fixed Income, Options, Portfolio Management, Equities, Financial Risk, Asset Management, Financial Modeling, Investment Banking, Trading, Risk Management
Education
University at Albany, SUNY 1995 — 1999
BS, Finance, MIS
Belcorso Jewelry Manufacturing April 2012 - Present
Vyapar Capital Market Partners April 2008 - January 2013
Munich American Capital Markets July 2005 - April 2008
Credit Suisse First Boston September 2004 - July 2005
Merrill Lynch Investment Managers March 2004 - September 2004
Merrill Lynch Investment Managers February 2001 - March 2004
Merrill Lynch July 1999 - February 2001
Skills
Derivatives, Capital Markets, Fixed Income, Options, Portfolio Management, Equities, Financial Risk, Asset Management, Financial Modeling, Investment Banking, Trading, Risk Management
Education
University at Albany, SUNY 1995 — 1999
BS, Finance, MIS
Winnona C. Swayze, PMP, SMC's Merrill Lynch Investment Managers Experience 2005 - 2007
Job ♦ Business Development | Project Management | Marketing
Industry Information Technology and Services
Experience
Cisco Systems November 2012 - January 2013
INC Research August 2010 - October 2010
CJH Educational Grant Services November 2007 - October 2008
Merrill Lynch Investment Managers 2005 - 2007
SAS Institute Inc. 2001 - 2005
SAS Institute Inc. 1997 - 2000
SAS Institute Inc. 1994 - 1997
SAS Institute Inc. 1988 - 1993
Honeywell 1986 - 1987
Skills
CRM, Business Development, Strategy, Strategic Planning, Project Management, Leadership, Management, Competitive Analysis, Business Analysis, Account Management, Selling, Team Building, Marketing, Customer Service, Adult Education, Strategic Partnerships, Channel Partners
Education
Teachers College of Columbia University
MS, Speech/Language Pathology
University of North Carolina at Chapel Hill
B.A., Speech Communications/Psychology
Cisco Systems November 2012 - January 2013
INC Research August 2010 - October 2010
CJH Educational Grant Services November 2007 - October 2008
Merrill Lynch Investment Managers 2005 - 2007
SAS Institute Inc. 2001 - 2005
SAS Institute Inc. 1997 - 2000
SAS Institute Inc. 1994 - 1997
SAS Institute Inc. 1988 - 1993
Honeywell 1986 - 1987
Skills
CRM, Business Development, Strategy, Strategic Planning, Project Management, Leadership, Management, Competitive Analysis, Business Analysis, Account Management, Selling, Team Building, Marketing, Customer Service, Adult Education, Strategic Partnerships, Channel Partners
Education
Teachers College of Columbia University
MS, Speech/Language Pathology
University of North Carolina at Chapel Hill
B.A., Speech Communications/Psychology
Susan Tarkka, CRPC, CFP's Merrill Lynch Investment Managers Experience January 2007 - Present
Job Senior Financial Advisor at Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch Investment Managers January 2007 - Present
Cerner Corporation May 1989 - December 2006
Education
University of Iowa 1981 — 1985
BS, Medical Technology
Merrill Lynch Investment Managers January 2007 - Present
Cerner Corporation May 1989 - December 2006
Education
University of Iowa 1981 — 1985
BS, Medical Technology
Leslie Crilley, RP®'s Merrill Lynch Investment Managers Experience 1986 - 2006
Job Wealth Management Associate
Industry Consumer Services
Experience
UBS April 2009 - Present
BlackRock February 1986 - December 2008
Merrill Lynch Investment Managers 1986 - 2006
Merrill Lynch 1986 - 2006
Skills
Series 7, Series 63
Education
University of North Carolina at Wilmington 1979 — 1983
BA, Communications and Spanish
Towson Senior 1978 — 1979
UBS April 2009 - Present
BlackRock February 1986 - December 2008
Merrill Lynch Investment Managers 1986 - 2006
Merrill Lynch 1986 - 2006
Skills
Series 7, Series 63
Education
University of North Carolina at Wilmington 1979 — 1983
BA, Communications and Spanish
Towson Senior 1978 — 1979
Bill Zorovich's Merrill Lynch Investment Managers Experience May 2001 - December 2002
Job Regional Director
Industry Investment Management
Experience
Van Kampen Investments February 2005 - May 2009
Citigroup Asset Management December 2002 - January 2005
Merrill Lynch Investment Managers May 2001 - December 2002
Salomon Brothers September 1996 - April 2001
United States Navy October 1986 - March 2001
Merrill Lynch July 1995 - August 1996
Garvin Guybutler Corporation, New York, NY June 1994 - October 1994
Skills
Series 7, Mutual Funds, Asset Allocation, Securities
Education
Troy University 1992 — 1994
MS, Management
Saint John's University 1984 — 1986
BS, Mathematical Physics
State University of New York Maritime College 1982 — 1983
Nuclear Engineering
Van Kampen Investments February 2005 - May 2009
Citigroup Asset Management December 2002 - January 2005
Merrill Lynch Investment Managers May 2001 - December 2002
Salomon Brothers September 1996 - April 2001
United States Navy October 1986 - March 2001
Merrill Lynch July 1995 - August 1996
Garvin Guybutler Corporation, New York, NY June 1994 - October 1994
Skills
Series 7, Mutual Funds, Asset Allocation, Securities
Education
Troy University 1992 — 1994
MS, Management
Saint John's University 1984 — 1986
BS, Mathematical Physics
State University of New York Maritime College 1982 — 1983
Nuclear Engineering
Annie Kubanoff's Merrill Lynch Investment Managers Experience July 2003 - September 2006
Job Legal Assistant
Industry Legal Services
Experience
BlackRock September 2006 - January 2011
Merrill Lynch Investment Managers July 2003 - September 2006
Merrill Lynch Investment Managers, L.P. March 2001 - June 2003
Data-Quik June 2000 - February 2001
Electronic Data Systems, Inc February 1997 - May 2000
Mentis Corp 1996 - 1997
Education
Fox School of Business, Temple University 2001 — 2003
Master, Business Administration
University of North Carolina at Chapel Hill 1992 — 1996
BA, Economics and Communications
BlackRock September 2006 - January 2011
Merrill Lynch Investment Managers July 2003 - September 2006
Merrill Lynch Investment Managers, L.P. March 2001 - June 2003
Data-Quik June 2000 - February 2001
Electronic Data Systems, Inc February 1997 - May 2000
Mentis Corp 1996 - 1997
Education
Fox School of Business, Temple University 2001 — 2003
Master, Business Administration
University of North Carolina at Chapel Hill 1992 — 1996
BA, Economics and Communications
Alex Pikovsky's Merrill Lynch Investment Managers Experience 1999 - 2000
Job Chief Fund Controller at Drury Capital
Industry Investment Management
Experience
Drury Capital December 2004 - Present
State Street 2000 - 2004
Merrill Lynch Investment Managers 1999 - 2000
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Fixed Income, Fund Administration, Banking, GAAP, Bloomberg, Fund Of Funds, General Ledger, Valuation, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Accounting, Capital Markets, Financial Markets, Trading, Options
Education
Temple University - Fox School of Business and Management 1994 — 1997
BBA, Finance
Drury Capital December 2004 - Present
State Street 2000 - 2004
Merrill Lynch Investment Managers 1999 - 2000
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Fixed Income, Fund Administration, Banking, GAAP, Bloomberg, Fund Of Funds, General Ledger, Valuation, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Accounting, Capital Markets, Financial Markets, Trading, Options
Education
Temple University - Fox School of Business and Management 1994 — 1997
BBA, Finance
Scott Celia, CFA's Merrill Lynch Investment Managers Experience 1996 - 2001
Job Experienced clientfacing investment professional
Industry Investment Management
Experience
Prudential Financial 2008 - 2012
Concord Advisory Group 2006 - 2007
Merrill Lynch Investment Managers 1996 - 2001
Skills
Retirement Plan..., 401k, Investment Management, Client Education, Sales Presentations, Seminars, Mutual Funds, Financial Markets, Financial Services, Pensions, Alternative Investments, Retirement
Education
The College of New Jersey
Prudential Financial 2008 - 2012
Concord Advisory Group 2006 - 2007
Merrill Lynch Investment Managers 1996 - 2001
Skills
Retirement Plan..., 401k, Investment Management, Client Education, Sales Presentations, Seminars, Mutual Funds, Financial Markets, Financial Services, Pensions, Alternative Investments, Retirement
Education
The College of New Jersey
Lauren Lee's Merrill Lynch Investment Managers Experience May 2005 - July 2006
Job Ph.D. Student/Graduate Teaching Assistant at University of Florida
Industry Higher Education
Experience
University of Florida August 2010 - Present
Forest Hills United Methodist Day School December 2007 - November 2008
Duval County Public Schools August 2006 - July 2007
Merrill Lynch Investment Managers May 2005 - July 2006
Skills
Student Affairs, Teaching
Education
University of North Florida 2009 — 2010
M.Ed., Elementary Education/Literacy
University of Florida
B.S., Family, Youth, and Community Sciences
University of Florida
Ph.D, Curriculum and Instruction, Language Arts and Children's Literature
University of Florida August 2010 - Present
Forest Hills United Methodist Day School December 2007 - November 2008
Duval County Public Schools August 2006 - July 2007
Merrill Lynch Investment Managers May 2005 - July 2006
Skills
Student Affairs, Teaching
Education
University of North Florida 2009 — 2010
M.Ed., Elementary Education/Literacy
University of Florida
B.S., Family, Youth, and Community Sciences
University of Florida
Ph.D, Curriculum and Instruction, Language Arts and Children's Literature
Anna Marie Lopez's Merrill Lynch Investment Managers Experience June 1997 - October 2001
Job Chief Operating Officer at Hotchkis and Wiley Capital Management, LLC
Industry Investment Management
Experience
Hotchkis and Wiley Capital Management, LLC February 2007 - Present
Hotchkis and Wiley Capital Management October 2001 - February 2007
Merrill Lynch Investment Managers June 1997 - October 2001
Price Waterhouse 1991 - 1997
Education
University of California, Berkeley, Haas School of Business 1987 — 1990
B.S., Business Administration
Hotchkis and Wiley Capital Management, LLC February 2007 - Present
Hotchkis and Wiley Capital Management October 2001 - February 2007
Merrill Lynch Investment Managers June 1997 - October 2001
Price Waterhouse 1991 - 1997
Education
University of California, Berkeley, Haas School of Business 1987 — 1990
B.S., Business Administration
Catherine Matthews's Merrill Lynch Investment Managers Experience August 2005 - June 2006
Job Credit Trader at Covenant Credit Partners, LLC
Industry Investment Management
Experience
Covenant Credit Partners, LLC March 2014 - Present
Highland Capital Management October 2009 - August 2012
Highland Capital Management September 2007 - September 2009
Southwest Securities July 2006 - August 2007
Merrill Lynch Investment Managers August 2005 - June 2006
Skills
Hedge Funds, High Yield, Alternative Investments, Bloomberg, Portfolio Management, Fixed Income, Valuation
Education
University of Mississippi - School of Business Administration 2000 — 2004
BBA, Marketing
Covenant Credit Partners, LLC March 2014 - Present
Highland Capital Management October 2009 - August 2012
Highland Capital Management September 2007 - September 2009
Southwest Securities July 2006 - August 2007
Merrill Lynch Investment Managers August 2005 - June 2006
Skills
Hedge Funds, High Yield, Alternative Investments, Bloomberg, Portfolio Management, Fixed Income, Valuation
Education
University of Mississippi - School of Business Administration 2000 — 2004
BBA, Marketing
Rob Jacobi's Merrill Lynch Investment Managers Experience October 2003 - January 2008
Job Vice President, Bank Loan Operations at BlackRock
Industry Financial Services
Experience
BlackRock May 2012 - Present
BlackRock November 2010 - May 2012
BlackRock January 2008 - November 2010
Merrill Lynch Investment Managers October 2003 - January 2008
Merrill Lynch April 1999 - November 2003
Skills
GAAP, Financial Reporting, Financial Accounting, Financial Statement..., Operations, Project Management, Executive Reporting, Business Relationship..., Portfolio Management, Budget Oversight, Business Analysis, Internal Audit, External Audit, Compliance Audits, Mutual Funds, Hedge Funds, Fund Accounting, Aladdin, Bloomberg, Financial Statements, Financial Services, Fixed Income, Equities, Budgets, Securities, Derivatives, Financial Risk, Account Reconciliation, Quality Auditing, Internal Controls, Compliance, Bank Reconciliation, Operations Management, Vendor Relationships, Vendor Management, Leadership, Oversight, Accounting, Business Operations
Education
Thomas Edison State College
Bachelor of Science, Business Administration and Management, General
BlackRock May 2012 - Present
BlackRock November 2010 - May 2012
BlackRock January 2008 - November 2010
Merrill Lynch Investment Managers October 2003 - January 2008
Merrill Lynch April 1999 - November 2003
Skills
GAAP, Financial Reporting, Financial Accounting, Financial Statement..., Operations, Project Management, Executive Reporting, Business Relationship..., Portfolio Management, Budget Oversight, Business Analysis, Internal Audit, External Audit, Compliance Audits, Mutual Funds, Hedge Funds, Fund Accounting, Aladdin, Bloomberg, Financial Statements, Financial Services, Fixed Income, Equities, Budgets, Securities, Derivatives, Financial Risk, Account Reconciliation, Quality Auditing, Internal Controls, Compliance, Bank Reconciliation, Operations Management, Vendor Relationships, Vendor Management, Leadership, Oversight, Accounting, Business Operations
Education
Thomas Edison State College
Bachelor of Science, Business Administration and Management, General
Ihor Szeremeta, CFA's Merrill Lynch Investment Managers Experience 1998 - 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock, Inc. 2006 - Present
Merrill Lynch Investment Managers 1998 - 2006
Merrill Lynch July 1993 - September 1998
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
BlackRock, Inc. 2006 - Present
Merrill Lynch Investment Managers 1998 - 2006
Merrill Lynch July 1993 - September 1998
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
Robert Newkirk's Merrill Lynch Investment Managers Experience 1996 - 1999
Job Business & Systems Analyst, Software Engineer & Developer, Accounting Manager
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2014 - Present
MetLife March 2010 - April 2014
ALICO March 2010 - November 2010
State Street June 2005 - April 2009
State Street February 1999 - June 2005
Merrill Lynch August 1996 - February 1999
Merrill Lynch Investment Managers 1996 - 1999
Penndel Mental Health Center May 1995 - August 1996
Skills
Business Analysis, Process Improvement, Access, Accounting, SDLC, Insurance, Investments, Visual Basic, Requirements Analysis, Financial Analysis, PAM for Securities, Fund Accounting, Business Process, Financial Reporting, Financial Services, Account Reconciliation, Data Warehousing, Data Extraction, Automation, .NET, Microsoft Excel, Bloomberg, Mutual Funds, Software Project..., Impromptu, Project Management, Visio, Data Transformation, Systems Analysis, Report Development, VBA, Software, Microsoft Project, PAM for Investments, C#, CAMRA, Investran, Debt & Derivatives, Team Foundation Server, Finance, Leadership, SQL, Fixed Income, Analysis, Risk Management, Management
Education
The College of New Jersey 1991 — 1995
Bachelor's, Accounting
Neshaminy High School 1988 — 1991
New York Life Insurance Company April 2014 - Present
MetLife March 2010 - April 2014
ALICO March 2010 - November 2010
State Street June 2005 - April 2009
State Street February 1999 - June 2005
Merrill Lynch August 1996 - February 1999
Merrill Lynch Investment Managers 1996 - 1999
Penndel Mental Health Center May 1995 - August 1996
Skills
Business Analysis, Process Improvement, Access, Accounting, SDLC, Insurance, Investments, Visual Basic, Requirements Analysis, Financial Analysis, PAM for Securities, Fund Accounting, Business Process, Financial Reporting, Financial Services, Account Reconciliation, Data Warehousing, Data Extraction, Automation, .NET, Microsoft Excel, Bloomberg, Mutual Funds, Software Project..., Impromptu, Project Management, Visio, Data Transformation, Systems Analysis, Report Development, VBA, Software, Microsoft Project, PAM for Investments, C#, CAMRA, Investran, Debt & Derivatives, Team Foundation Server, Finance, Leadership, SQL, Fixed Income, Analysis, Risk Management, Management
Education
The College of New Jersey 1991 — 1995
Bachelor's, Accounting
Neshaminy High School 1988 — 1991
Dana Einhaus's Merrill Lynch Investment Managers Experience May 1992 - September 2000
Job Chief Risk Officer, UBS Trust Company
Industry Financial Services
Experience
UBS February 2013 - Present
DTCC June 2011 - February 2013
Bank of America - Merrill Lynch May 2010 - June 2011
Merrill Lynch May 2008 - May 2010
Merrill Lynch February 2007 - May 2008
Merrill Lynch January 2004 - February 2007
Merrill Lynch September 2000 - December 2003
Merrill Lynch Investment Managers May 1992 - September 2000
Skills
Enterprise Risk..., Auditing, Internal Audit, Banking, Financial Services
Education
The College of New Jersey 1988 — 1992
B.S., Accountancy
UBS February 2013 - Present
DTCC June 2011 - February 2013
Bank of America - Merrill Lynch May 2010 - June 2011
Merrill Lynch May 2008 - May 2010
Merrill Lynch February 2007 - May 2008
Merrill Lynch January 2004 - February 2007
Merrill Lynch September 2000 - December 2003
Merrill Lynch Investment Managers May 1992 - September 2000
Skills
Enterprise Risk..., Auditing, Internal Audit, Banking, Financial Services
Education
The College of New Jersey 1988 — 1992
B.S., Accountancy
Paul Bermingham's Merrill Lynch Investment Managers Experience 1986 - 1989
Job Account Specialist at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car 2005 - Present
Bank of America 2003 - 2005
Aflac 2002 - 2003
Abbott Laboratories 1999 - 2001
Mesquite Children Clinic 1995 - 1999
Morgan Stanley Dean Witter 1989 - 1992
Merrill Lynch Investment Managers 1986 - 1989
Skills
Sales Management, Operations Management, Development Of Employees, Pharmaceutical Sales, Team Management, QuickBooks, Teamwork, Strategic Account..., Accounting Management, Medical Practice..., Medical Practice..., Accounting Applications, Accounts..., Account Reconciliation, Customer-focused, Marketing Accountability, Customer Service, Leadership
Education
Oakwood University
Bachelor of Science (B.S.), Accounting and Business/Management
The University of Texas at Dallas
Enterprise Rent-A-Car 2005 - Present
Bank of America 2003 - 2005
Aflac 2002 - 2003
Abbott Laboratories 1999 - 2001
Mesquite Children Clinic 1995 - 1999
Morgan Stanley Dean Witter 1989 - 1992
Merrill Lynch Investment Managers 1986 - 1989
Skills
Sales Management, Operations Management, Development Of Employees, Pharmaceutical Sales, Team Management, QuickBooks, Teamwork, Strategic Account..., Accounting Management, Medical Practice..., Medical Practice..., Accounting Applications, Accounts..., Account Reconciliation, Customer-focused, Marketing Accountability, Customer Service, Leadership
Education
Oakwood University
Bachelor of Science (B.S.), Accounting and Business/Management
The University of Texas at Dallas
Frederick Gorris's Merrill Lynch Investment Managers Experience 1997 - Present
Job Assistant Vice President at Merill Lynch
Industry Financial Services
Experience
Merrill Lynch Investment Managers 1997 - Present
Education
United States Naval Academy 1967 — 1972
BS, Engineering/Oceanography
Merrill Lynch Investment Managers 1997 - Present
Education
United States Naval Academy 1967 — 1972
BS, Engineering/Oceanography
Darren Massey's Merrill Lynch Investment Managers Experience August 1997 - September 2006
Job Senior Vice President Institutional Sales at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management 2010 - Present
New York Life Insurance Company 2007 - 2009
BlackRock 2006 - 2007
Merrill Lynch Investment Managers August 1997 - September 2006
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics
Voya Investment Management 2010 - Present
New York Life Insurance Company 2007 - 2009
BlackRock 2006 - 2007
Merrill Lynch Investment Managers August 1997 - September 2006
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics
PadmaLakshmi kunde's Merrill Lynch Investment Managers Experience May 2006 - October 2007
Job Senior Application Support Analyst at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless January 2011 - Present
Moodys Corporation 2010 - December 2010
Merrill Lynch Investment Managers May 2006 - October 2007
Skills
Data Warehousing, ETL, Informatica, Business Intelligence, Business Intelligence..., Cognos, Data Modeling, Databases, Microsoft SQL Server, Oracle, PL/SQL, Requirements Analysis, SDLC, SQL
Education
Temple University 1997 — 2000
MS
Chaitanya bharati institute of technology 1994 — 1997
BE
St.Anthonys high school 1978 — 1991
high school Diploma
IBM Cognos Training
St. Anns college -Intermediate
intermediate/ pre Grad diploma
Verizon Wireless January 2011 - Present
Moodys Corporation 2010 - December 2010
Merrill Lynch Investment Managers May 2006 - October 2007
Skills
Data Warehousing, ETL, Informatica, Business Intelligence, Business Intelligence..., Cognos, Data Modeling, Databases, Microsoft SQL Server, Oracle, PL/SQL, Requirements Analysis, SDLC, SQL
Education
Temple University 1997 — 2000
MS
Chaitanya bharati institute of technology 1994 — 1997
BE
St.Anthonys high school 1978 — 1991
high school Diploma
IBM Cognos Training
St. Anns college -Intermediate
intermediate/ pre Grad diploma
Tom Mullee's Merrill Lynch Investment Managers Experience April 1994 - September 1998
Job Senior Mortgage Consultant
Industry Financial Services
Experience
AmericaHomeKey INC. August 2010 - Present
Fidelity Bank Mortgage June 2009 - July 2010
Wells Fargo Home Mortgage May 2001 - April 2005
Merrill Lynch Investment Managers April 1994 - September 1998
Skills
Investments, Strategic Financial..., Commercial Lending, Finance
Education
The University of Georgia 1984 — 1988
AmericaHomeKey INC. August 2010 - Present
Fidelity Bank Mortgage June 2009 - July 2010
Wells Fargo Home Mortgage May 2001 - April 2005
Merrill Lynch Investment Managers April 1994 - September 1998
Skills
Investments, Strategic Financial..., Commercial Lending, Finance
Education
The University of Georgia 1984 — 1988
Stephen Mandella's Merrill Lynch Investment Managers Experience 2002 - 2006
Job CFO/COO at Strategic Investment Group
Industry Financial Services
Experience
Strategic Investment Group November 2014 - Present
Aladdin Capital May 2009 - April 2013
New York Life Investment Management 2005 - 2007
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch & Co., Inc., New York, New York 2002 - 2006
Merrill Lynch 1981 - 2006
Skills
Asset Management, Hedge Funds, Financial Analysis, Capital Markets, Alternative Investments, Trading, Strategic Financial..., Equities, Corporate Finance, Asset Managment, Private Equity, Securities, Investment Banking, Fixed Income, Derivatives, Mergers & Acquisitions
Education
SUNY at Buffalo
Bachelor of Science, Accounting
Saint John's University
MBA, Finance
Strategic Investment Group November 2014 - Present
Aladdin Capital May 2009 - April 2013
New York Life Investment Management 2005 - 2007
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch & Co., Inc., New York, New York 2002 - 2006
Merrill Lynch 1981 - 2006
Skills
Asset Management, Hedge Funds, Financial Analysis, Capital Markets, Alternative Investments, Trading, Strategic Financial..., Equities, Corporate Finance, Asset Managment, Private Equity, Securities, Investment Banking, Fixed Income, Derivatives, Mergers & Acquisitions
Education
SUNY at Buffalo
Bachelor of Science, Accounting
Saint John's University
MBA, Finance
Adam Fritcher's Merrill Lynch Investment Managers Experience June 2006 - August 2008
Job Corporate Counsel at Adeptus Health
Industry Law Practice
Experience
Adeptus Health August 2015 - Present
Hunton & Williams LLP 2011 - August 2015
Merrill Lynch Investment Managers June 2006 - August 2008
Fidelity Investments January 2005 - June 2006
Skills
Due Diligence, Real Estate, REO, Acquisitions, Disposition, Loans, Finance
Education
The University of Texas School of Law 2008 — 2011
Juris Doctor, Law
The University of Dallas 2000 — 2004
Bachelor of Arts (B.A.), Economics & Finance
Adeptus Health August 2015 - Present
Hunton & Williams LLP 2011 - August 2015
Merrill Lynch Investment Managers June 2006 - August 2008
Fidelity Investments January 2005 - June 2006
Skills
Due Diligence, Real Estate, REO, Acquisitions, Disposition, Loans, Finance
Education
The University of Texas School of Law 2008 — 2011
Juris Doctor, Law
The University of Dallas 2000 — 2004
Bachelor of Arts (B.A.), Economics & Finance
Chris Walwyn's Merrill Lynch Investment Managers Experience 1999 - 2002
Job District Vice President at Canoe Financial
Industry Financial Services
Experience
Canoe Financial January 2014 - Present
Lingard Investment Partners 2009 - 2013
Franklin Templeton Investments 2008 - 2009
CIBC Asset Management 2002 - 2007
Merrill Lynch Investment Managers 1999 - 2002
Spectrum United 1992 - 1999
Skills
Mutual Funds
Education
The University of British Columbia
BA
Canoe Financial January 2014 - Present
Lingard Investment Partners 2009 - 2013
Franklin Templeton Investments 2008 - 2009
CIBC Asset Management 2002 - 2007
Merrill Lynch Investment Managers 1999 - 2002
Spectrum United 1992 - 1999
Skills
Mutual Funds
Education
The University of British Columbia
BA
Apurva Saxena, PMP,CSM's Merrill Lynch Investment Managers Experience 2003 - 2006
Job TCS Program Manager at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust October 2012 - Present
Tata Consultancy Services July 2010 - Present
Tata Consultancy Services January 2011 - September 2012
Merill Lynch Global Wealth Management October 2006 - December 2010
Merrill Lynch Investment Managers 2003 - 2006
Reserve Bank of India February 2002 - July 2003
Tata Consultancy Services January 2001 - February 2002
Skills
Global Delivery, Business Analysis, Software Project..., SDLC, Requirements Analysis, Eagle pace, Test Management, Vendor Management, Autosys, 24x7 Production Support, Data Warehousing, Pre-sales, Solution Architecture, Requirements Gathering, Program Management, Project Management, ETL, Consulting, IT Strategy, Oracle, Business Intelligence, Management, Enterprise Architecture
Education
Institute of Management Technology, Ghaziabad 1998 — 2001
Master of Computer Applications (MCA)
University of Mumbai 1994 — 1997
BSc., Physics and Electronics
Omkaranada school,Rishikesh 1988 — 1992
High School
Deepika school
Northern Trust October 2012 - Present
Tata Consultancy Services July 2010 - Present
Tata Consultancy Services January 2011 - September 2012
Merill Lynch Global Wealth Management October 2006 - December 2010
Merrill Lynch Investment Managers 2003 - 2006
Reserve Bank of India February 2002 - July 2003
Tata Consultancy Services January 2001 - February 2002
Skills
Global Delivery, Business Analysis, Software Project..., SDLC, Requirements Analysis, Eagle pace, Test Management, Vendor Management, Autosys, 24x7 Production Support, Data Warehousing, Pre-sales, Solution Architecture, Requirements Gathering, Program Management, Project Management, ETL, Consulting, IT Strategy, Oracle, Business Intelligence, Management, Enterprise Architecture
Education
Institute of Management Technology, Ghaziabad 1998 — 2001
Master of Computer Applications (MCA)
University of Mumbai 1994 — 1997
BSc., Physics and Electronics
Omkaranada school,Rishikesh 1988 — 1992
High School
Deepika school
Roger F. Castoral, Jr.'s Merrill Lynch Investment Managers Experience June 1999 - September 2006
Job Vice President Finance \ Controllers Group BlackRock
Industry Financial Services
Experience
BlackRock September 2006 - Present
Merrill Lynch Investment Managers June 1999 - September 2006
A division of PNC Bank June 1991 - December 1995
Skills
Asset Managment, Financial Analysis, Asset Management, Financial Modeling, Accounting, Financial Services, Corporate Finance, Hedge Funds, Investment Management
Education
Susquehanna University 1985 — 1989
BS, Accounting
BlackRock September 2006 - Present
Merrill Lynch Investment Managers June 1999 - September 2006
A division of PNC Bank June 1991 - December 1995
Skills
Asset Managment, Financial Analysis, Asset Management, Financial Modeling, Accounting, Financial Services, Corporate Finance, Hedge Funds, Investment Management
Education
Susquehanna University 1985 — 1989
BS, Accounting
Michael Rovder, CFP's Merrill Lynch Investment Managers Experience 1986 - 2006
Job Director
Industry Financial Services
Experience
BlackRock DirectorBlackRockOctober 2006 - Present
Merrill Lynch Asset Management June 1986 - October 2006
Merrill Lynch Investment Managers 1986 - 2006
Skills
Equities, Investments, Asset Managment, Alternative Investments, High Net Worth..., Fixed Income
Education
University of Hartford 1978 — 1982
BS, Marketing
BlackRock DirectorBlackRockOctober 2006 - Present
Merrill Lynch Asset Management June 1986 - October 2006
Merrill Lynch Investment Managers 1986 - 2006
Skills
Equities, Investments, Asset Managment, Alternative Investments, High Net Worth..., Fixed Income
Education
University of Hartford 1978 — 1982
BS, Marketing
Kathleen McKenzie's Merrill Lynch Investment Managers Experience August 1998 - February 2005
Job Vice President at BlackRock
Industry Financial Services
Experience
Stone Toro Asset Management June 2012 - July 2015
BlackRock August 2010 - May 2012
Merrill Lynch Investment Managers & BlackRock February 2005 - August 2010
Merrill Lynch Investment Managers August 1998 - February 2005
Skills
Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management
Education
The College of New Jersey
BA, Mathematics
Stone Toro Asset Management June 2012 - July 2015
BlackRock August 2010 - May 2012
Merrill Lynch Investment Managers & BlackRock February 2005 - August 2010
Merrill Lynch Investment Managers August 1998 - February 2005
Skills
Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management
Education
The College of New Jersey
BA, Mathematics
Jeff Sweeney's Merrill Lynch Investment Managers Experience March 2005 - September 2006
Job Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments November 2013 - Present
BlackRock September 2006 - October 2013
Merrill Lynch Investment Managers March 2005 - September 2006
American General Finance November 2002 - March 2005
Skills
Series 7, Series 66, Client Service, Relationship Management, Team Leadership, Financial Services, Uniform Combined State..., Fixed Income, Equities, Financial Analysis
Education
University of Delaware 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Guggenheim Investments November 2013 - Present
BlackRock September 2006 - October 2013
Merrill Lynch Investment Managers March 2005 - September 2006
American General Finance November 2002 - March 2005
Skills
Series 7, Series 66, Client Service, Relationship Management, Team Leadership, Financial Services, Uniform Combined State..., Fixed Income, Equities, Financial Analysis
Education
University of Delaware 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY