Merlin Securities

Description

Address: 101 California St, San Francisco, CA 94111 Phone: (415) 848-4050: : : : : Hours: Website: Place name: Category: : Website: http://www.merlinsecurities.com/ Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Merlin Securities Posting publicly on the Web Write a review Reviews Be the first to review

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Merlin Securities Employees

Employee
Years
Job
Industry
Marie Jorajuria Marie Jorajuria Portland, Oregon Details
Marie Jorajuria's Merlin Securities Experience April 2005 - December 2008
Job Head of Finance & Compliance at Equilibrium Capital Group
Industry Financial Services
Experience
Equilibrium Capital Group   February 2012 - Present
Compliance Assist   January 2003 - Present
The Women's Venture Capital Fund   2012 - 2014
KQED  January 2008 - December 2013
Wealthfront Brokerage Corporation   March 2010 - January 2012
Merlin Securities   April 2005 - December 2008
Shoreline Pacific   September 1999 - December 2004
Maier & Siebel   January 1998 - August 1999
Northern Trust  1995 - 1997
Bain & Company  1987 - 1989

Education
UC Berkeley   1984 — 1987
Economics, Finance and Economics

Princeton University   1986 — 1986
Fellowship, Economics

Santa Clara University   2008 — 2009
Certificate of Advanced Accounting Proficiency, Accounting

Tabitha George Tabitha George Greater New York City Area Details
Tabitha George's Merlin Securities Experience January 2006 - July 2012
Job Assistant Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Prime Services  December 2012 - Present
Merlin Securities   January 2006 - July 2012
Thomson Financial  2000 - 2006

Skills
Market Data, Equities, Hedge Funds, Securities, Equity Trading, Prime Brokerage, Asset Managment, Bloomberg, Portfolio Management, Middle Office, Alternative Investments, Asset Management, Mutual Funds, Risk Management, Investments, Bloomberg Terminal, Commodity, Equity Derivatives, FINRA, Relationship Management, Private Equity

Education
New York Institute of Technology-Old Westbury   2004 — 2007
MBA, Finance, GPA 3.80

New York Institute of Technology   1995 — 1999
BS, Infromation Systems

Simone Sobel Simone Sobel New York, New York Details
Simone Sobel's Merlin Securities Experience June 2011 - August 2012
Job Vice President at Halcyon Asset Management
Industry Financial Services
Experience
Halcyon Asset Management  October 2014 - Present
Wells Fargo Securities  August 2012 - October 2014
Merlin Securities   June 2011 - August 2012
Focus Investment Group   November 2007 - May 2011
Aquent  June 2005 - November 2007
Grey Worldwide  June 2004 - June 2005
B squared design and printing   2000 - 2003

Skills
Hedge Funds, Investments, Alternative Investments, Portfolio Management, Trading, Risk Management, Equities, Business Development, Series 7, Asset Management, Financial Services, Investment Advisory, Finance, Relationship Management, Series 63

Education
New York University   1999 — 2003
Bachelor of Science, Communications

Lawrenceville   1996 — 1999

The Mirman School   1992 — 1996

Ajit Deshpande Ajit Deshpande San Francisco Bay Area Details
Ajit Deshpande's Merlin Securities Experience December 2010 - April 2011
Job Senior Director, Marketing Business Planning at Salesforce
Industry Computer Software
Experience
Salesforce  August 2015 - Present
salesforce.com  April 2014 - August 2015
Kauffman Fellows Program  July 2012 - June 2014
Opus Capital  April 2012 - April 2014
VeloCloud Networks, Inc.   December 2011 - April 2012
CalCEF Clean Energy Angel Fund   August 2010 - January 2012
Jefferies & Company  June 2011 - August 2011
Merlin Securities   December 2010 - April 2011
Juniper Networks  June 2010 - August 2010
Solyndra  June 2008 - May 2010

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2011
MBA, Finance, Strategy

Stanford University   2000 — 2002
MS, Mechanical Engineering

Indian Institute of Technology, Bombay   1996 — 2000
B-Tech, Mechanical Engineering

CFA Institute

Eric Morgan Eric Morgan San Francisco Bay Area Details
Eric Morgan's Merlin Securities Experience March 2005 - August 2012
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  August 2012 - Present
Merlin Securities   March 2005 - August 2012
Susquehanna  2002 - 2005
Banc of America Securities  1997 - 2002
Montgomery Securities  1994 - 1997

Skills
Equities, Electronic Trading, Equity Trading, Derivatives Trading, Prime Brokerage, Options, Trading Systems, Hedge Funds, Trading, Series 7, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Financial Markets, Fixed Income

Education
California State University-Sacramento   1988 — 1992
BS, Business

James G. Bohannon James G. Bohannon New York, New York Details
James G. Bohannon's Merlin Securities Experience June 2010 - March 2011
Job StartUps / Finance / FinTech
Industry Financial Services
Experience
Rizm Inc.   November 2012 - Present
Del Toro Shoes  May 2007 - June 2013
Merlin Securities   June 2010 - March 2011
Bradley, Foster & Sargent, Inc.   January 2010 - May 2010
UBS  September 2009 - December 2009
Merlin Securities   June 2009 - August 2009
Cushman & Wakefield  May 2006 - August 2006

Skills
Financial Modeling, Hedge Funds, Equities, Valuation, Investments, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Microsoft Excel, Series 7, Social Media, Equity Research, Research, Asset Managment, Venture Capital, Portfolio Management, Due Diligence, Entrepreneurship, Strategy, Executive Management, Competitive Analysis, Trading, Start-ups, Investment Banking, Corporate Development, Asset Management, Emerging Markets, Alternative Investments, Corporate Finance, Series 63

Education
Trinity College-Hartford   2006 — 2010
BA, Economics

Kent School   2002 — 2010

Buckley School

Palm Beach Day School

Victor Ting Victor Ting San Francisco Bay Area Details
Victor Ting's Merlin Securities Experience July 2009 - Present
Job Assistant Vice President Account Executive at Merlin a Wells Fargo Company
Industry Investment Banking
Experience
Merlin Securities   July 2009 - Present

Skills
Alternative Investments, Asset Management, Banking, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Prime Brokerage, Risk Management, Sales

Education
Curtin University   1989 — 1992
B.BUS

Rani Chouha Rani Chouha Greater New York City Area Details
Rani Chouha's Merlin Securities Experience July 2004 - August 2012
Job President at Agami Technologies
Industry Information Technology and Services
Experience
Agami Technologies   April 2006 - Present
Merlin Securities   July 2004 - August 2012
Banc of America Securities Prime Brokerage  2002 - 2004
Banc of America Securities  2001 - 2004
24/7 Real Media  1996 - 2002

Skills
SDLC, Cisco Technologies, Enterprise Architecture, Integration, Cisco Certified, Data Center, Disaster Recovery, IT Strategy, Security, Agile Methodologies, Cloud Computing, Enterprise Software, Information Security, PMP, Routing, Software Development, VoIP, Project Management

Education
City University of New York City College   1991 — 1996
Bachelor, Computer Science

College St. Marc

Patrick McCurdy Patrick McCurdy New York, New York Details
Patrick McCurdy's Merlin Securities Experience May 2009 - August 2012
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  August 2012 - Present
Merlin Securities   May 2009 - August 2012
Morgan Stanley  July 2002 - October 2008

Skills
Alternative Investments, Fund Of Funds, Prime Brokerage, Series 7, Hedge Funds, Asset Management, Equities, Emerging Markets, Portfolio Management, Private Equity, Capital, Capital Markets

Education
Williams College   1998 — 2002
BA, Economics

Choate Rosemary Hall   1994 — 1998
1998

Elliot Wainess Elliot Wainess San Francisco Bay Area Details
Elliot Wainess's Merlin Securities Experience August 2009 - December 2009
Job Recording/Mixing Engineer, Assistant JV Lacrosse Coach
Industry Media Production
Experience
Freelance Audio Engineer  April 2012 - Present
Piedmont Lacrosse   August 2009 - March 2015
AudioHigh   November 2013 - March 2014
American Audio Visual Center  September 2013 - November 2013
The LEAP Foundation, Inc.   August 2010 - August 2013
Ex'pression College for Digital Arts  September 2010 - July 2013
West Elm  2009 - 2012
Merlin Securities   August 2009 - December 2009

Skills
Leadership, Pro Tools, Audio Engineering, Time Management, Research, Sound Design, Sound Editing, Logic Pro, Mac OS X, Microsoft Office, Social Media, Coaching, Music, Live Sound, Audio Editing, Audio Post Production, Music Production, OS X, Final Cut Pro, Studio Recording, Sound, Video Editing, Recording, PowerPoint, Mastering, Music Theory

Education
Berklee College of Music   2014 — 2014
Online Class, Game Audio Production with Wwise

Ex'pression College for Digital Arts   2010 — 2013
Bachelor of Applied Science, Sound Arts

University of Arizona   2008 — 2009
Criminal Justice

Stuart Pulvirent Stuart Pulvirent Greater New York City Area Details
Stuart Pulvirent's Merlin Securities Experience July 2011 - December 2011
Job Financial Advisor at Merrill Lynch The LE Group
Industry Investment Management
Experience
Merrill Lynch  March 2012 - Present
Merlin Securities   July 2011 - December 2011
Beacon Trust Company  August 2009 - December 2010
ThinkEquity LLC  July 2004 - July 2009
Axia Capital Management   January 2002 - July 2004
Zweig-Dimenna Associates  November 1998 - December 2000
ING Furman Selz  May 1996 - November 1998
Lehman Brothers  October 1989 - May 1996
Prudential Securities  August 1984 - October 1989
DuPont  August 1980 - July 1982

Skills
Wealth Management, Portfolio Management, Equities, Alternative Investments, Asset Management, Hedge Funds, Investments, Equity Research, Capital Markets, Investment Management, Research Management, Valuation

Education
University of Pennsylvania - The Wharton School   1982 — 1984
MBA, Finance

Northwestern University, McCormick School of Engineering   1976 — 1980
B.S, Chemical Engineering

John F. Kennedy High School

William Vogel CFA William Vogel CFA Greater New York City Area Details
William Vogel CFA's Merlin Securities Experience July 2010 - February 2012
Job Equity Portfolio Manager: Strategic Valuation with Catalyst
Industry Financial Services
Experience
Merlin Securities   July 2010 - February 2012
Omega Advisors  December 2007 - May 2009
Harbor View Growth Equity Management   May 2006 - November 2007
Cerberus Capital Management  November 2005 - August 2006
Context Parters LLC   January 2003 - December 2004
Wasatch Advisors  2001 - 2002
Winstar Communications  January 1999 - December 2000
Bank of America  January 1997 - October 1998
Dillon Read & Co  January 1996 - December 1996
NatWest Securities  July 1993 - December 1995

Skills
Equities, Investments, Equity Research, Valuation, Sell Side, Hedge Funds, Private Equity, Due Diligence, Venture Capital, Capital Markets, Bloomberg, Portfolio Management, Trading, Asset Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Investment Management, Management, Investment Banking

Education
Harvard University   1980 — 1985
AB, Government / International Political Economy

GianMarco Pugliese GianMarco Pugliese Basking Ridge, New Jersey Details
GianMarco Pugliese's Merlin Securities Experience June 2011 - August 2011
Job Broadcast Negotiator at GroupM
Industry
Experience
MetaVision Media  July 2013 - Present
Gilt Groupe  June 2012 - August 2012
Bamboo Grille Restaurant   June 2010 - August 2012
Merlin Securities   June 2011 - August 2011
Susquehanna Leadership Institute for Entrepreneurship (LIFE) Program   July 2009 - August 2009
New Jersey National Golf Course   June 2007 - August 2009

Skills
PowerPoint, Microsoft Word, Creativity Skills, Written & Oral..., Marketing Communications, Microsoft Excel, Product Marketing, Marketing Strategy, Management, Strategy, Customer Service, Microsoft Office, Public Speaking

Education
Susquehanna University   2009 — 2013
Bachelor of Arts (B.A.), Corporate Communications

Ridge High School   2005 — 2009

Jarett Zackman Jarett Zackman New York, New York Details
Jarett Zackman's Merlin Securities Experience October 2010 - June 2012
Job Sales at Bizfi
Industry Financial Services
Experience
Bizfi  July 2015 - Present
Merchant Cash and Capital LLC  May 2012 - Present
Merlin Securities   October 2010 - June 2012
BGC Partners  January 2010 - August 2010
Pali Capital  January 2002 - January 2010

Skills
Derivatives, Equities, Trading, Equity Trading, Series 63, Swaps, Trading Systems, Prime Brokerage, Equity Research, Hedge Funds, Series 7, Alternative Investments, Financial Markets, Electronic Trading, Options, Securities, Sales, Funding, Financial Analysis, Financial Modeling, Financial Services, Finance, Asset Management, Leadership, Portfolio Management

Education
University of Arizona   1998 — 2001
Bachelor of Arts (B.A.), School of Behavioral Science

University of Colorado Boulder   1997 — 1998
Leeds School of Business

Marc Bender Marc Bender Flagler Beach, Florida Details
Marc Bender's Merlin Securities Experience July 2010 - July 2012
Job Managing Partner at Tee Times USA
Industry Hospitality
Experience
Tee Times USA   November 2013 - Present
Kenan-Flagler Business School Applied Investment Management at UNC Chapel Hill   October 2011 - Present
Cantor Fitzgerald & Co.   September 2012 - November 2013
Merlin Securities   July 2010 - July 2012
Millennium Partners  August 2008 - July 2010
First New York Securities/EFX Capital   March 2001 - August 2008

Skills
Golf Management, Leisure Travel, Golf Courses, Golf Course Management, Investments, Golf, Hedge Funds, Asset Management, Marketing, Alternative Investments, Portfolio Management, Equities, Private Equity, Mutual Funds, Capital Markets, Fixed Income, Risk Management, Asset Managment, Trading, Valuation, Securities, Business Process..., Due Diligence, Venture Capital, Investment Banking, Financial Modeling, Investment Management, Investor Relations, Asset Allocation, Bloomberg, Management, Financial Markets, Fund Of Funds, Investment Strategies, Electronic Trading, Analysis, Series 63, Corporate Finance, Mergers & Acquisitions, Proprietary Trading, Prime Brokerage, Seeding, Golf Instruction, Emerging Markets, Leadership

Education
New York Law School   1997 — 2000
JD

American University   1993 — 1997
BA, Law and Society

Jarod Winters Jarod Winters Greater San Diego Area Details
Jarod Winters's Merlin Securities Experience August 2009 - August 2012
Job COO/CCO at Sunrise Capital Partners LLC
Industry Financial Services
Experience
Sunrise Capital Partners LLC   August 2015 - Present
Core Compliance & Legal Services, Inc.   March 2015 - July 2015
Wells Fargo Securities  August 2009 - March 2015
Merlin Securities   August 2009 - August 2012
Barclays Capital  2008 - 2009
Jarod Winters Consulting   2008 - 2009
ESP  2003 - 2008
FutureTrade  2000 - 2003
Citysearch  1997 - 1998

Skills
Electronic Trading, Trading Systems, Hedge Funds, Equities, Equity Trading, Trading, Series 7, Derivatives, Options, Market Data, Prime Brokerage, Fixed Income, Series 63, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Securities, Financial Markets, Equity Derivatives, Asset Management, Back Office, Investments, Risk Management, Trading Strategies, Trade Compliance

Education
The University of Texas at Austin - Red McCombs School of Business   1998 — 2000
MBA, eCommerce and Finance

The University of Texas at Austin   1990 — 1994
BA, Humanities, Political Science

Ron Suber Ron Suber San Francisco, California Details
Ron Suber's Merlin Securities Experience April 2008 - July 2012
Job President at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace  March 2014 - Present
Prosper Marketplace  January 2013 - March 2014
HazelTree Fund Services   June 2011 - July 2013
Wells Fargo Securities  August 2012 - January 2013
Merlin Securities   April 2008 - July 2012
Spectrum Global Fund Administration  July 2006 - April 2008
Bear Stearns  July 1992 - June 2006
Pershing  June 1986 - June 1991

Education
University of California, Berkeley   1983 — 1986
BA, Economics

University of California, San Diego   1982 — 1983

Dylan Kim Dylan Kim San Francisco, California Details
Dylan Kim's Merlin Securities Experience June 2010 - August 2010
Job Business Development Representative at Twilio, Inc. Helping businesses build next generation communications solutions
Industry Computer Software
Experience
Self  October 2013 - November 2014
Confidential  April 2013 - June 2013
Oh My Green!   April 2013 - June 2013
Team HBV Collegiate  September 2009 - June 2012
Stanford University  June 2011 - August 2011
Merlin Securities   June 2010 - August 2010

Skills
Rapid Prototyping, Design Thinking, Supply Chain Management, Decision Analysis, Writing, Strategic Consulting, Entrepreneurship

Education
Stanford University   2012 — 2013
Master of Science (M.S.), Management Science & Engineering

Stanford University   2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering

Christopher Kar Christopher Kar Greater New York City Area Details
Christopher Kar's Merlin Securities Experience July 2010 - August 2010
Job Field Agent at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus  September 2014 - Present
East End Food Consultants   May 2004 - October 2014
DICK'S Sporting Goods  November 2013 - April 2014
Mattituck Junior-Senior High School   February 2012 - June 2012
Symmetry Partners  June 2011 - August 2011
Merlin Securities   July 2010 - August 2010

Skills
Sales Management, Sales Operations, Financial Analysis, Business Strategy, Internal Communications, Event Management, Account Management

Education
Clemson University   2008 — 2011
BS Business Management, Business Management, History, 3.71

Mattituck H.S.   2004 — 2008
High School Diploma

Steve Vermut Steve Vermut San Francisco Bay Area Details
Steve Vermut's Merlin Securities Experience May 2004 - July 2012
Job Executive Chairman at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace  March 2014 - Present
Prosper Marketplace  January 2013 - March 2014
Wells Fargo Securities  December 2012 - January 2013
Merlin, a Wells Fargo Company   August 2012 - November 2012
Merlin Securities   May 2004 - July 2012
Merlin Securities   April 2004 - July 2012
Banc of America Securities  September 1997 - March 2003
Montgomery Securities  April 1995 - August 1997
Furman Selz  February 1984 - March 1995
L. F. Rothschild & Co.   May 1970 - January 1981

Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Equities, Equity Trading, Series 7, Fixed Income, Securities, Capital Markets, Private Equity, Trading, Investment Banking, Financial Markets

Education
Babson College   1964 — 1967
B.S., Finance

Gina Rodriguez Gina Rodriguez San Francisco, California Details
Gina Rodriguez's Merlin Securities Experience July 2010 - July 2012
Job Vice President at Wells Fargo Prime Services LLC
Industry Financial Services
Experience
Wells Fargo Securities  August 2012 - April 2015
Merlin Securities   July 2010 - July 2012
Shumway Capital  November 2006 - July 2010
Robert Half International  January 2004 - September 2006

Skills
Microsoft Excel, Event Planning, Equities, Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Capital Markets, Equity Research, Options

Education
University of California, Berkeley
Bachelors, English Language and Literature/Letters

Oliver Thompson, CFA Oliver Thompson, CFA Greater New York City Area Details
Oliver Thompson, CFA's Merlin Securities Experience September 2010 - January 2012
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  April 2014 - Present
Merlin Securities   September 2010 - January 2012
Syngenta  June 2009 - August 2009

Skills
Investment Banking, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, PowerPoint

Education
Dickinson College   2006 — 2010
BA, International Business and Management

Donna D'Alessandro Donna D'Alessandro New York, New York Details
Donna D'Alessandro's Merlin Securities Experience 2008 - 2009
Job Director of Operations at Hawkins International Public Relations
Industry Public Relations and Communications
Experience
Hawkins International Public Relations  February 2012 - Present
Donna D'Alessandro, Consulting   2010 - 2012
Merlin Securities   2008 - 2009
CARBONBASED CONSULTING, INC. / CARBON360 / SIMPLIFY LLC   2006 - 2008
Aremet Capital Management LLC   2005 - 2006
Avery Partners LP   1997 - 2004
Andco Securities Inc.   1985 - 1996
Marquette de Bary   1981 - 1985

Skills
Hedge Funds, Alternative Investments, Management, Investments, Due Diligence, Securities, Media Relations, Financial Services, Equities, Operations Management, Series 63, FINRA, Strategic Planning, Finance, Investment Management, Fixed Income, Social Media, Relationship Management, Professional Ethics, Financial Operations, Press Releases, Constant Contact, Mutual Funds, Publicity, Options, Investor Relations, Prime Brokerage, Project Management, Process Improvement, Derrivatives, Compliance, Business Ethics, Family Office, Employee Benefits, Employee Training, Space planning, Event Planning, Bookkeeping, Equity Trading, Trading Systems, Organization, Investment Banking, Event Management, Interior Design, Human Resources, IT Infrastructure..., IT Operations Management, Inventory Management, Social Media Marketing, Consulting

Education
Mount Holyoke College   1977 — 1980
BA, Politics and Sociology

Kent Place School   1972 — 1976
Diploma

Jim Cornacchia Jim Cornacchia Greater New York City Area Details
Jim Cornacchia's Merlin Securities Experience August 2011 - August 2012
Job Director at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities  August 2012 - Present
Merlin Securities   August 2011 - August 2012
Bank of America Merrill Lynch  January 2010 - December 2010
Bank of America Merrill Lynch  January 2009 - December 2009
Banc of America Securities  January 2007 - December 2008
Banc of America Securities  April 2005 - December 2006
IASG  June 2004 - March 2005
MasterCard International  January 2002 - April 2004
Sapient Corporation  April 1998 - December 2002
APL Digital   January 1997 - March 1998

Skills
SDLC, Software Development, Integration, Enterprise Software, Project Management, Oracle, Software Project..., CRM, Market Data, Java, Electronic Trading, Web Applications, Project Delivery, Infrastructure, Start-ups, Trading Systems, Agile Methodologies, Financial Services, Sybase, Enterprise Architecture, Unix, Unix Shell Scripting, SOA, Outsourcing, IT Strategy, Equity Derivatives, Prime Brokerage, Agile Project Management, Perl, Groovy, Security, Architectures, GWT, JavaScript, PL/SQL, Red Hat Linux, Financial Markets, Financial Reporting, Software Documentation, Apache Commons, Tomcat, Objective-C, Xcode, GNU tools, iOS, SmartGWT, Application Development, Infrastructure Projects, Dell PowerEdge Servers, VMware ESX

Education
Rochester Institute of Technology   1989 — 1991
MS, Software Engineering

Syracuse University   1982 — 1986
BS, Computer Engineering

Sewanhaka High School   1979 — 1982
Instrumentation & Automation (pre Engineering)

Kimberly Segalas Kimberly Segalas Stamford, Connecticut Details
Kimberly Segalas's Merlin Securities Experience June 2010 - August 2010
Job Pursuing Graduate Degree in School Psychology
Industry Higher Education
Experience
King Low Heywood Thomas  August 2012 - June 2015
New England Storm Lacrosse   September 2013 - March 2015
King Low Heywood Thomas  August 2011 - June 2014
Soundview Sports Camp  June 2013 - August 2013
Infinity Fitness  August 2011 - February 2012
Merlin Securities   June 2010 - August 2010

Education
Skidmore College   2007 — 2011
Bachelor of Arts (BA), English Language and Literature, General

King Low Heywood Thomas   2003 — 2007

Peter Drier Peter Drier Greater New York City Area Details
Peter Drier's Merlin Securities Experience May 2011 - July 2012
Job Chief Recreation Officer at Funemployed
Industry Computer Software
Experience
Funemployed   May 2015 - Present
Peter's Photography   January 2005 - Present
Wells Fargo Securities  August 2012 - May 2015
Merlin Securities   May 2011 - July 2012
Bridgewater Associates  November 2008 - August 2009
Bank of America  September 2006 - November 2008
JPMorganChase  November 2004 - August 2006
JPMorgan  2004 - 2006
Credit Suisse First Boston  September 2002 - November 2004
Sapient  June 1997 - July 2002

Skills
Trading Systems, Equities, Options, SDLC, Application Architecture, Hedge Funds, Prime Brokerage, Program Trading, Agile Methodologies, Subversion, JIRA, HTML, Sybase, C++, SOA, C#, Oracle, JSON, Derivatives, WPF, Electronic Trading, XML, Financial Markets, Microsoft SQL Server, Software Development, Enterprise Architecture, Object Oriented Design, .NET, Project Management, Consulting, Software Project..., Trading, Capital Markets

Education
Rensselaer Polytechnic Institute   1993 — 1997
BS

Scott McNutt Scott McNutt San Francisco Bay Area Details
Scott McNutt's Merlin Securities Experience September 2007 - August 2012
Job Vice President, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  August 2012 - Present
Merlin Securities   September 2007 - August 2012
Bank of America  1998 - 2007

Education
California State University-Chico   1994 — 1997

Andrew Volz, CFA Andrew Volz, CFA Greater New York City Area Details
Andrew Volz, CFA's Merlin Securities Experience January 2011 - August 2012
Job Director at Wells Fargo Securities: Prime Services Sales
Industry Financial Services
Experience
Wells Fargo Securities  August 2012 - Present
Merlin Securities   January 2011 - August 2012
Reval  2008 - January 2011
Nirvana Financial   July 2007 - August 2008
Citigroup  January 2006 - July 2007
Advanced Financial Applications   January 2005 - January 2006

Skills
Electronic Trading, Trading Systems, Market Data, Equities, Hedge Funds, Risk Management, Trading, Options, Derivatives, Fixed Income, Capital Markets, Business Analysis, Portfolio Management, Valuation, Financial Risk, SDLC, Prime Brokerage, Financial Services

Education
The University of Connecticut   2000 — 2004
Bachelor's degree, Management Information Systems

Ryan Stapleton Ryan Stapleton San Francisco, California Details
Ryan Stapleton's Merlin Securities Experience January 2010 - August 2012
Job Middle Office Operations Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  September 2014 - Present
Wells Fargo Prime Services, LLC   August 2012 - August 2014
Merlin Securities   January 2010 - August 2012
Merlin Securities   October 2005 - December 2009

Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Series 7, Asset Management, Equities, Outlook, Selling, Settlement, International..., International Trade, Domestic Settlements

Education
Diablo Valley College

Kin Sze Kin Sze Greater New York City Area Details
Kin Sze's Merlin Securities Experience May 2005 - Present
Job vice president at merlin securities
Industry Financial Services
Experience
Merlin Securities   May 2005 - Present
Bank of America  June 2001 - May 2005
Lockheed Martin  June 1998 - June 2001

Education
Syracuse University   1998 — 2001
Master of Science (M.S.), Computer Engineering

Syracuse University   1994 — 1998
Bachelor of Science (BS), Bioengineering and Biomedical Engineering

Irena Rogatsky Irena Rogatsky New York, New York Details
Irena Rogatsky's Merlin Securities Experience June 2005 - August 2012
Job Database Developer
Industry Financial Services
Experience
Wells Fargo Prime Services  August 2012 - Present
Merlin Securities   June 2005 - August 2012
Online Business Ltd.   1999 - 2001
Telrad Networks  1994 - 1999

Skills
Fixed Income, Perl, Visual Basic, Unix, Equities, Equity Trading, Trading, Investment Banking, Hedge Funds, Java, Capital Markets, Oracle SQL, Oracle PL/SQL..., FIX, PL/SQL, Market Data

Education
Bar-Ilan University   1992 — 1995
B.Sc., Physics and Computer Sciences

Rebecca Sapir Rebecca Sapir Greater New York City Area Details
Rebecca Sapir's Merlin Securities Experience March 2005 - Present
Job Vice President/Information Technology at Wells Fargo Prime Services
Industry Information Technology and Services
Experience
Merlin Securities   March 2005 - Present
Chase Auto Finance  January 2003 - February 2005

Skills
JavaScript, Java, Oracle, SDLC, Software Development, Groovy, Flex, Tomcat, Weblogic, Prime Brokerage

Education
City University of New York-Queens College   2000 — 2003
Bachelor's of Science, Computer Science

Jason Meklinsky Jason Meklinsky New York, New York Details
Jason Meklinsky's Merlin Securities Experience November 2008 - October 2009
Job Alternative Investments Professional
Industry Financial Services
Experience
Broadridge Investment Management Solutions (Formerly "Paladyne")   October 2011 - Present
Cantor Fitzgerald  October 2009 - September 2011
Merlin Securities   November 2008 - October 2009
UBS Investment Bank  May 2007 - May 2008
Bear, Stearns and Co  August 1998 - May 2007
Bankers Trust  March 1998 - August 1999

Education
University of Maryland - Robert H. Smith School of Business   1991 — 1995

James Magill James Magill Greater New York City Area Details
James Magill's Merlin Securities Experience April 2010 - August 2012
Job Director Equity/Credit Research Sales at ITG
Industry Financial Services
Experience
ITG  December 2012 - Present
Merlin Securities   April 2010 - August 2012
Oppenheimer & Co.   May 2000 - April 2010
The Hartford  September 1999 - April 2000

Skills
Corporate Finance, Hedge Funds, Equities, Capital Markets, Alternative Investments, Private Equity, Fixed Income, Series 7, Investments, Securities, Asset Management, Valuation, Investment Banking, Trading, Portfolio Management, Options, Equity Research, Financial Modeling, Series 63, Equity Trading

Education
Central Connecticut State University   1995 — 1999
Bachelors, Finance, Economics

Phil Miner Phil Miner San Francisco, California Details
Phil Miner's Merlin Securities Experience January 2007 - August 2012
Job Wells Fargo Prime Services LLC
Industry Financial Services
Experience
Wells Fargo Prime Services  August 2012 - Present
Merlin Securities   January 2007 - August 2012

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Prime Brokerage, Equities, Securities, Private Equity, Trading, Asset Managment, Options, Fixed Income, Series 7, Equity Trading, Trading Systems, Risk Management, Capital Markets, Asset Management, Mutual Funds, Series 63, Investment Management, Portfolio Management, Financial Markets, Investments, Investment Strategies, Equity Research, Derivatives, Bloomberg, FINRA, Electronic Trading

Education
St. Mary's College of California   1992 — 1996
BS, Business Administration & Marketing

Michael Jablonski Michael Jablonski Greater New York City Area Details
Michael Jablonski's Merlin Securities Experience September 2006 - July 2009
Job Associate Director at PM Digital
Industry Marketing and Advertising
Experience
PM Digital  December 2014 - Present
Ajax Union  May 2012 - November 2014
newphilosophy llc.   April 2011 - May 2012
Dimension Trading   January 2010 - August 2010
Merlin Securities   September 2006 - July 2009
W Quillen Securites   2004 - 2006
Ashland Management Inc   1998 - 2003

Skills
Web Development, Google Analytics, Google Adwords, Project Management, SEO, Google Webmaster Tools, Google Docs, Social Media, Gmail, Google Apps, Basecamp, Microsoft Office, iWork, HTML 5, CSS3, jQuery, Wordpress, Email Marketing, PPC, MSN AdCenter, Web Analytics, Facebook Marketing, Digital Marketing, Social Marketing, SMO, SEM

Education
SUNY Oneonta   1994 — 1996
BS, Business and Economics

Kelly Tiedeken Kelly Tiedeken Greater New York City Area Details
Kelly Tiedeken's Merlin Securities Experience August 2009 - August 2012
Job Vice President, Capital Introduction at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  August 2012 - Present
Merlin Securities   August 2009 - August 2012
Tower Capital Asset Management   July 2008 - July 2009
Brightleaf Capital   January 2007 - May 2008
Thomson Financial  2005 - 2006
Deutsche Asset Management  2002 - 2005

Education
Penn State University   1997 — 2001
Finance & International Business

Temple University   2000 — 2000

Doug Florin Doug Florin Greater New York City Area Details
Doug Florin's Merlin Securities Experience April 2011 - February 2012
Job Morgan Stanley, Fixed Income & Commodities Sales
Industry Financial Services
Experience
Morgan Stanley  May 2012 - Present
Merlin Securities   April 2011 - February 2012
JP Morgan  2008 - 2011
Bear Stearns  2005 - 2008
National Football League  1999 - 1999
Fox Sports Net  1997 - 1999
Turner Sports  1995 - 1997
Washington Bullets  1995 - 1995

Skills
Hedge Funds, Series 7, Prime Brokerage, Fixed Income, Series 63, Series 24, Series 55, Equities, Client Service, Sales, Commodities, Client Onboarding, Derivatives, Capital Markets, Securities, Commodity, Settlement, Middle Office, Onboarding, Investment Banking, Bloomberg, Financial Services, Financial Markets, Options, Electronic Trading, Trading Systems, Trading

Education
University of Rochester
BA, Economics

William E. Simon School of Business
Management Certificate, Accounting & Finance

Brendan Nemeth Brendan Nemeth San Francisco Bay Area Details
Brendan Nemeth's Merlin Securities Experience July 2010 - December 2010
Job Analyst (Tech Sector) at Balyasny Asset Management L.P.
Industry Investment Management
Experience
Balyasny Asset Management L.P.   July 2014 - Present
Firestorm Capital, LLC   January 2011 - July 2014
Merlin Securities   July 2010 - December 2010
Passport Capital  June 2009 - June 2010
Haas School of Business  August 2008 - May 2010
Alchemy Ventures   December 2008 - May 2009
BearingPoint  April 2006 - June 2008
Gap Inc.  2006 - 2007
Mitchell Madison Group  November 2004 - January 2006
GreenPoint Mortgage  July 2003 - November 2004

Skills
Asset Management, Investments, Hedge Funds, Equities, Financial Modeling, Portfolio Management, Equity Research, Investment Management, Financial Analysis, Alternative Investments, Derivatives, Real Estate, Private Equity, Valuation, Analysis, Start-ups, Asset Managment, Mutual Funds, Finance, Venture Capital, Entrepreneurship

Education
University of California, Berkeley, Haas School of Business   2008 — 2010
MBA, Business

University of California, Los Angeles   1999 — 2003
BA, International Economics & Political Science

Choate Rosemary Hall   1997 — 1999
High School

maria angelica mendiri maria angelica mendiri Greater New York City Area Details
maria angelica mendiri's Merlin Securities Experience September 2006 - September 2009
Job Sales Associate at Merlin Securities
Industry Financial Services
Experience
Merlin Securities   September 2006 - September 2009

Education
NYU   2006 — 2007
Certificate on Portfolio Management

Universidad Metropolitana (VE)   1998 — 2003

Shauna Burns-Staudt Shauna Burns-Staudt San Francisco Bay Area Details
Shauna Burns-Staudt's Merlin Securities Experience October 2007 - March 2011
Job Executive Assistant at Mercer
Industry Human Resources
Experience
Mercer  February 2013 - Present
Mercer  May 2011 - February 2013
Merlin Securities   October 2007 - March 2011
World Savings Bank (merged with Wachovia)   April 2006 - May 2007
Deloitte  April 2005 - March 2006

Skills
Editing, PowerPoint, Microsoft Excel, Employee Relations, Office Management, Administrative...

Education
San Jose State University
BA, Liberal Studies

Robert Jordan Robert Jordan Greater Boston Area Details
Robert Jordan's Merlin Securities Experience 2008 - August 2012
Job Weeden Prime Services
Industry Financial Services
Experience
Weeden Prime Services, LLC   June 2015 - Present
Wells Fargo Prime Services  August 2012 - April 2015
Merlin Securities   2008 - August 2012
Bear Stearns  January 2004 - April 2008

Education
University of New Hampshire   1990 — 1994

Mercersburg Academy   1988 — 1989

East Boston High School   1984 — 1988

Dan Taifer Dan Taifer San Francisco Bay Area Details
Dan Taifer's Merlin Securities Experience April 2008 - November 2012
Job Director Wells Fargo Prime Services
Industry Financial Services
Experience
Merlin Securities   April 2008 - November 2012
Merlin Securities   2008 - August 2012
Terra Nova Financial  April 2005 - March 2008
Terra Nova Financial Group   2005 - 2008
Terra Nova Trading  2005 - 2008
JP Morgan Chase (aquired Hambrecht & Quist)   2001 - 2002
JP Morgan (formerly Hambrecht & Quist LLC)   2000 - 2002

Education
California State University-Long Beach   1979 — 1982
BS, Marketing

Thomas Stott Thomas Stott Greater New York City Area Details
Thomas Stott's Merlin Securities Experience June 2008 - July 2009
Job Senior Vice President at Wheels Up
Industry Aviation & Aerospace
Experience
I.A. Englander & Co.   April 2013 - April 2014
Wheels Up  2013 - 2014
Dash Financial  2012 - February 2013
Knight Direct LLC   March 2011 - June 2012
JMH Consulting   2009 - March 2011
Merlin Securities   June 2008 - July 2009
Patrina Corporation   2006 - 2007
Merrill Lynch  2002 - 2005

Skills
Trading, Prime Brokerage, Institutional, FINRA, Sell Side, Algorithms, DMA, FIX, Business Development, Direct Market Access, Series 7, Electronic Trading, Equity Trading, Trading Systems, Hedge Funds, Relationship Management, emerging managers, Family Office, Fund Of Funds, Separately Managed...

Education
Ohio Wesleyan University   1992 — 1996
Bachelor of Arts (B.A.), Economic/History

Salisbury Prep   1987 — 1990
High School

Lydia Bell Lydia Bell Greater New York City Area Details
Lydia Bell's Merlin Securities Experience May 2010 - March 2011
Job Director of IR and Marketing
Industry Financial Services
Experience
Aspetuck Capital Management   July 2015 - Present
Balestra Capital, Ltd.   April 2011 - May 2015
Merlin Securities   May 2010 - March 2011
Morgan Stanley  May 2007 - May 2010
HBO Sports  2002 - 2003

Skills
Hedge Funds, Alternative Investments, Series 7, Series 63, Series 3, Investor Relations, Capital, FINRA, Asset Management, Business Development, Mutual Funds, Derivatives, Valuation, Securities, Due Diligence, Wealth Management, Financial Services, Research

Education
New York University   2001 — 2005
Bachelor of Arts (B.A.), Journalism, Spanish

San Francisco University High School   1998 — 2001

Majdi (Mikey) Aburamadan Majdi (Mikey) Aburamadan San Francisco Bay Area Details
Majdi (Mikey) Aburamadan's Merlin Securities Experience June 2010 - August 2010
Job Web Developer
Industry Computer Software
Experience
Lawrence Livermore National Laboratory  July 2014 - Present
Uber Technologies  July 2013 - May 2014
Onmego   September 2013 - March 2014
Merlin Securities   June 2010 - August 2010
Merlin Securities   June 2009 - August 2009
MetroPCS  June 2005 - June 2007

Skills
C++, HTML, CSS, Ruby on Rails, PHP, MySQL, Photoshop, Illustrator, JavaScript, Agile Web Development, Personal Training, Web Development, HTML 5, HTML5, Ruby

Education
California State University East Bay   2010 — 2014
Computer Science

California State University-East Bay
Computer Science

Charlton Moore Charlton Moore San Francisco Bay Area Details
Charlton Moore's Merlin Securities Experience December 2008 - 2012
Job SVP Account Executive at BTIG
Industry Financial Services
Experience
BTIG  October 2012 - Present
Merlin Securities   December 2008 - 2012
Morgan Stanley  2007 - 2009
Citco Fund Services  2006 - 2008
Barclays Global Investors  2000 - 2005

Skills
Prime Brokerage, Series 7, Series 63, Mutual Funds, Equities, Portfolio Management, Investments, Hedge Funds, Securities Lending, Fixed Income, Alternative Investments, Middle Office, Risk Management, Securities, Bloomberg, Equity Trading, Options, Derivatives, Electronic Trading, Capital Markets

Education
Saint Mary's College of California   2006 — 2008
Master of Science (MS), Finance, General

University of California, Davis   1988 — 1993
Bachelor of Arts (B.A.), Economics

Thomas Masterson Thomas Masterson Dallas/Fort Worth Area Details
Thomas Masterson's Merlin Securities Experience April 2011 - August 2012
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  August 2012 - Present
Merlin Securities   April 2011 - August 2012
UBS Investment Bank  February 2006 - April 2011
Banc of America Securities  April 2002 - February 2006
Fidelity Investments  February 1997 - March 2002
Charles Schwab  March 1993 - January 1997

Education
Collin County Community College

Tulsa Community College

John Quartararo John Quartararo Greater New York City Area Details
John Quartararo's Merlin Securities Experience 2004 - 2012
Job Managing Partner at Chestnut Ridge Partners
Industry Financial Services
Experience
Chestnut Ridge Partners   2015 - Present
Wells Fargo Securities  2012 - 2014
Merlin Securities   2004 - 2012
Citigate Group/Incepta plc   1994 - 2004

Skills
Investments, Management, Strategic Planning, Business Strategy, Financial Analysis, Asset Management, Equities, Strategy, Finance, Leadership, Prime Brokerage, Capital Raising, Marketing Strategy, Alternative Investments, Hedge Funds, Securities, Financial Services

Education
University of Richmond   1978 — 1982
Bachleor of Arts, Pre-Law Studies

Kent School   1974 — 1978

Kristina Walsh Kristina Walsh Greater New York City Area Details
Kristina Walsh's Merlin Securities Experience September 2008 - February 2011
Job Managing Director of Business Development at Independent Portfolio Consultants, Inc.
Industry Financial Services
Experience
Independent Portfolio Consultants  October 2014 - Present
Cantor Fitzgerald  February 2011 - February 2014
Merlin Securities   September 2008 - February 2011
Connecticut Capital Management, LLC   September 2000 - September 2008

Skills
Series 7, Fixed Income, Management Consulting, Capital Markets, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Equities, Securities, Asset Management, Electronic Trading, Trading Systems, Series 63, Options, Investments, Portfolio Management

Education
University of North Carolina at Chapel Hill   1996 — 2000
BA

Greenwich High School   1992 — 1996

Greenwich Academy   1987 — 1990

Daniel Vinson Daniel Vinson Greater New York City Area Details
Daniel Vinson's Merlin Securities Experience 2008 - Present
Job Compliance at Merlin Securities
Industry Financial Services
Experience
Merlin Securities   2008 - Present
Banc of America Securities  1998 - 2008

Education
University of California, Davis   1992 — 1996

Carl Romick Carl Romick San Francisco Bay Area Details
Carl Romick's Merlin Securities Experience September 2010 - December 2012
Job vice president trading at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services  December 2012 - Present
Merlin Securities   September 2010 - December 2012
Keck Securities   July 1997 - November 2007
Morgan Stanley & Co. Incorporated   1986 - 1992

Education
University of California Irvine   1975 — 1979
BA, English

University of California, Irvine

Ian Isaacs Ian Isaacs New York, New York Details
Ian Isaacs's Merlin Securities Experience May 2008 - September 2012
Job Senior Partner, Gagnon Securities
Industry Investment Management
Experience
Gagnon Securities  2012 - Present
Greenlight Re   July 2004 - Present
Merlin Securities   May 2008 - September 2012
UBS  July 2000 - March 2008
Paine Webber  May 1990 - July 2000
Hambrecht & Quist  January 1985 - May 1990

Skills
Investments, Hedge Funds, Asset Management, Valuation, Financial Modeling, Due Diligence, Private Equity, Alternative Investments, Equities, Venture Capital, Capital Markets, Fixed Income, Series 7, Investment Banking, Financial Analysis

Education
Carleton College
B.A.

Thomas Vermylen Thomas Vermylen Greater New York City Area Details
Thomas Vermylen's Merlin Securities Experience 2009 - December 2012
Job National Account Manager at A. Zerega's Sons Inc.
Industry Food Production
Experience
A. Zerega's Sons Inc.   January 2015 - Present
Wells Fargo Securities  December 2012 - December 2014
Merlin Securities   2009 - December 2012
UBS Investment Bank  2005 - 2009

Education
Georgetown University   1999 — 2003
BS

Delbarton School   1995 — 1999

Nicholas Weaver Nicholas Weaver Greater New York City Area Details
Nicholas Weaver's Merlin Securities Experience October 2011 - January 2012
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays  December 2011 - Present
Merlin Securities   October 2011 - January 2012
SnagFilms  June 2011 - September 2011
Dickinson College  August 2009 - May 2011
StoreBoard Media   July 2010 - August 2010

Skills
Series 63, Series 66, Uniform Combined State..., Series 3, Series 7

Education
Dickinson College
B.A, Political Science

Millbrook School

Mario Kustera Mario Kustera Greater New York City Area Details
Mario Kustera's Merlin Securities Experience May 2008 - July 2011
Job Branch Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Wells Fargo Advisors  February 2012 - May 2015
Merlin Securities   May 2008 - July 2011
PEARSON TULCIN WOLFF INC   October 2001 - July 2007
Merrill Lynch  April 1993 - April 1999

Skills
Securities, Equities, Fixed Income, Options, Hedge Funds, Trading, Middle Office, Prime Brokerage, Institutional, Sell Side, Compliance, Capital Markets, Investments, Customer Relations, Bonds, FX, Settlements, Microsoft Office, Mutual Funds, Private Placements, Equity Trading, Alternative Investments, Stocks, Fixed Income Products, Currency, Back Office, Settlement, DTC, Hedging, Investment Products, Cash, Corporate Actions, Prime, Debt

Education
College of Business Administration   1984 — 1988
Bachelor of Science (BS), Management

St. John's University   1984 — 1988
Bachelor of Science, Business/Managerial Economics

Gerard Greenberg Gerard Greenberg New York, New York Details
Gerard Greenberg's Merlin Securities Experience April 2010 - August 2012
Job Vice President, Institutional Equity Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  August 2012 - Present
Merlin Securities   April 2010 - August 2012
Oppenheim & Co Limited   July 2006 - April 2010
Morgan Stanley  June 2005 - July 2006

Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Capital Markets, Investments, Sales, Options

Education
SUNY Albany   2001 — 2005
BS, Finance/Marketing

Louie Yeung, CPA Louie Yeung, CPA Castro Valley, California Details
Louie Yeung, CPA's Merlin Securities Experience September 2008 - June 2012
Job
Industry Accounting
Experience
Prosper Marketplace  September 2014 - Present
Wells Fargo Securities  June 2012 - September 2014
Merlin Securities   September 2008 - June 2012
Merriman Capital, Inc.   September 2003 - September 2008

Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, Management, Financial Accounting, Mergers & Acquisitions

Education
San Diego State University-California State University
Bachelor’s Degree, Accounting

San Diego State University-California State University
Bachelor's degree, Accounting