Merril Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Customer service: 1 (800) 637-7455 Technical support: 1 (888) 656-6546 Headquarters: New York City, NY Parent organization: Bank of America
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Merril Lynch Employees
Employee
Years
Job
Industry
Cindy Harrison-King Cindy Harrison-King's Merril Lynch Experience August 2010 - November 2013
Job Public Relations,Marketing and Outside Account Executive
Industry Public Relations and Communications
Experience
Colonial Life 2015 - 2015
Merril Lynch August 2010 - November 2013
Senior Helpers Franchise July 2007 - September 2009
Aegis Correspondent Corporation 2005 - 2006
Novelle Financial Services 2001 - 2005
Chase Manhattan Funding Corp 1998 - 2001
Skills
Contract Negotiation, Leadership, Sales, Business Development, Vendor Management, Product Management, Start-ups, Training, Marketing, Management, New Business Development, Program Management, Entrepreneurship, Public Relations, Selling, Negotiation, Account Management, B2B, Finance, Insurance, Banking, Cold Calling, Sales Management, Marketing Strategy, Strategic Partnerships, Sales Process, Direct Sales, Competitive Analysis, Sales Operations, Mortgage Lending, Team Building, Solution Selling, Team Leadership, Operations Management, Coaching, Product Development, Sales Presentations, Customer Service, Strategic Planning, Salesforce.com, Public Speaking
Education
Central Washington University
Curtis High School
Portland State University
Tacoma Community College
Colonial Life 2015 - 2015
Merril Lynch August 2010 - November 2013
Senior Helpers Franchise July 2007 - September 2009
Aegis Correspondent Corporation 2005 - 2006
Novelle Financial Services 2001 - 2005
Chase Manhattan Funding Corp 1998 - 2001
Skills
Contract Negotiation, Leadership, Sales, Business Development, Vendor Management, Product Management, Start-ups, Training, Marketing, Management, New Business Development, Program Management, Entrepreneurship, Public Relations, Selling, Negotiation, Account Management, B2B, Finance, Insurance, Banking, Cold Calling, Sales Management, Marketing Strategy, Strategic Partnerships, Sales Process, Direct Sales, Competitive Analysis, Sales Operations, Mortgage Lending, Team Building, Solution Selling, Team Leadership, Operations Management, Coaching, Product Development, Sales Presentations, Customer Service, Strategic Planning, Salesforce.com, Public Speaking
Education
Central Washington University
Curtis High School
Portland State University
Tacoma Community College
Tommy Rothwell's Merril Lynch Experience August 2003 - June 2006
Job Asset Wealth Management at Deutsche Bank
Industry Marketing and Advertising
Experience
Deutsche Bank June 2014 - Present
The Brumos Companies April 2014 - June 2014
CT Transport February 2014 - March 2014
Liberty Oilfield Services January 2014 - February 2014
Merrill Lynch June 2006 - November 2013
Merril Lynch August 2003 - June 2006
Merrill Lynch August 2002 - August 2003
Merrill Lynch April 2000 - August 2002
Citibank November 1999 - April 2000
Enterprise Rent-A-Car June 1999 - November 1999
Skills
Sales, Customer Service, 401k, Series 7, Marketing, Retirement Planning, Annuities, Financial Analysis, Finance, Mechanical Aptitude, Truck Driving, Oil & Gas Industry, Oilfield, Relationship Management, Retirement, Mutual Funds, Investments, Securities, Financial Services, Investment Advisory, Equities, Trading, Bloomberg, Portfolio Management, Series 24, Series 9, Series 10, Series 66, Loans, Credit, Wealth Management, Asset Allocation, Financial Advisory, Bonds, Risk Management, Life Insurance, Employee Benefits, Investment Strategies, Alternative Investments, Investment Management, Equity Trading, Financial Structuring, Bloomberg Terminal, Asset Management, Foreign Exchange, Fixed Income, Financial Markets, Financial Risk
Education
Florida State University 1997 — 1999
Bachelor's Degree, Poltical Science and Economics
Florida Community College at Jacksonville 1995 — 1997
Associate's Degree
Terry Parker 1992 — 1995
High School
National Training
Commercial Drivers License
Deutsche Bank June 2014 - Present
The Brumos Companies April 2014 - June 2014
CT Transport February 2014 - March 2014
Liberty Oilfield Services January 2014 - February 2014
Merrill Lynch June 2006 - November 2013
Merril Lynch August 2003 - June 2006
Merrill Lynch August 2002 - August 2003
Merrill Lynch April 2000 - August 2002
Citibank November 1999 - April 2000
Enterprise Rent-A-Car June 1999 - November 1999
Skills
Sales, Customer Service, 401k, Series 7, Marketing, Retirement Planning, Annuities, Financial Analysis, Finance, Mechanical Aptitude, Truck Driving, Oil & Gas Industry, Oilfield, Relationship Management, Retirement, Mutual Funds, Investments, Securities, Financial Services, Investment Advisory, Equities, Trading, Bloomberg, Portfolio Management, Series 24, Series 9, Series 10, Series 66, Loans, Credit, Wealth Management, Asset Allocation, Financial Advisory, Bonds, Risk Management, Life Insurance, Employee Benefits, Investment Strategies, Alternative Investments, Investment Management, Equity Trading, Financial Structuring, Bloomberg Terminal, Asset Management, Foreign Exchange, Fixed Income, Financial Markets, Financial Risk
Education
Florida State University 1997 — 1999
Bachelor's Degree, Poltical Science and Economics
Florida Community College at Jacksonville 1995 — 1997
Associate's Degree
Terry Parker 1992 — 1995
High School
National Training
Commercial Drivers License
Victoria Edwards Victoria Edwards's Merril Lynch Experience July 2004 - September 2005
Job Catering and Convention Services Manager
Industry Hospitality
Experience
Royal Palm South Beach May 2015 - Present
Biltmore Hotel November 2011 - May 2015
Hawks Cay Resort February 2009 - April 2011
DHG March 2008 - February 2009
Affinia Hotel and The Benjamin September 2005 - March 2008
Hotel Plaza Athenee September 2004 - September 2005
Merril Lynch July 2004 - September 2005
Skills
Contract Negotiation, Hospitality, Resorts, Menu Development, Management, Sales, Meeting Planning, Trade Shows, Hospitality Management, Project Planning, Hotels, Food & Beverage, Hospitality Industry, Restaurants, Convention Services, Catering, Banquets, Hotel Management, Front Office, Pre-opening, Event Management, Corporate Events, Events Coordination
Education
New York University
State College of Florida-Manatee-Sarasota
Royal Palm South Beach May 2015 - Present
Biltmore Hotel November 2011 - May 2015
Hawks Cay Resort February 2009 - April 2011
DHG March 2008 - February 2009
Affinia Hotel and The Benjamin September 2005 - March 2008
Hotel Plaza Athenee September 2004 - September 2005
Merril Lynch July 2004 - September 2005
Skills
Contract Negotiation, Hospitality, Resorts, Menu Development, Management, Sales, Meeting Planning, Trade Shows, Hospitality Management, Project Planning, Hotels, Food & Beverage, Hospitality Industry, Restaurants, Convention Services, Catering, Banquets, Hotel Management, Front Office, Pre-opening, Event Management, Corporate Events, Events Coordination
Education
New York University
State College of Florida-Manatee-Sarasota
Sharat Potharaju Sharat Potharaju's Merril Lynch Experience January 2005 - August 2008
Job CoFounder & CEO at MobStac
Industry Internet
Experience
MobStac June 2009 - Present
Janaagraha Centre for Citizenship and Democracy November 2008 - May 2009
Merril Lynch January 2005 - August 2008
Duke University May 2004 - December 2004
Fieldstone Private Capital Group, Inc. June 2003 - December 2003
Skills
Strategy, Financial Modeling, Emerging Markets, Private Equity, Valuation, Investment Banking, Due Diligence, Product Development, Market Research, Business Analysis, Finance, Financial Analysis, Product Marketing, New Business Development, Market Entry, Strategic Partnerships, Financial Services, Business Intelligence, Thought Leadership, Start-ups
Education
Duke University 2003 — 2004
Master's degree
Indian Institute of Technology, Madras 1998 — 2002
Bachelors of Technology
Hyderabad Public School
I.C.S.E
MobStac June 2009 - Present
Janaagraha Centre for Citizenship and Democracy November 2008 - May 2009
Merril Lynch January 2005 - August 2008
Duke University May 2004 - December 2004
Fieldstone Private Capital Group, Inc. June 2003 - December 2003
Skills
Strategy, Financial Modeling, Emerging Markets, Private Equity, Valuation, Investment Banking, Due Diligence, Product Development, Market Research, Business Analysis, Finance, Financial Analysis, Product Marketing, New Business Development, Market Entry, Strategic Partnerships, Financial Services, Business Intelligence, Thought Leadership, Start-ups
Education
Duke University 2003 — 2004
Master's degree
Indian Institute of Technology, Madras 1998 — 2002
Bachelors of Technology
Hyderabad Public School
I.C.S.E
Joe E. Hines, Jr. Joe E. Hines, Jr.'s Merril Lynch Experience April 1998 - December 2004
Job Partner at Global View
Industry Executive Office
Experience
Santuc Precision, LLC January 2011 - Present
Global View Investment Advisors, LLC December 2004 - Present
Merril Lynch April 1998 - December 2004
Merrill Lynch February 1996 - April 1998
Skills
Strategic Planning, Manufacturing, New Business Development, Management, Continuous Improvement, Machining, Six Sigma, Lean Manufacturing, Process Improvement, Team Building, Negotiation, Engineering, Kaizen, Inventory Management, Supply Chain, Automotive, Product Development, Process Engineering, Operations Management, Budgets, Root Cause Analysis, Purchasing, Manufacturing..., 5S, Leadership, Supply Chain Management, Strategic Financial..., Cross-functional Team..., Investments, Operational Excellence, Business Planning, Finance, Start-ups, Business Process..., Contract Negotiation, Mergers & Acquisitions, Financial Planning
Education
University of South Carolina Upstate 1995 — 1997
Econ/ Finance
Santuc Precision, LLC January 2011 - Present
Global View Investment Advisors, LLC December 2004 - Present
Merril Lynch April 1998 - December 2004
Merrill Lynch February 1996 - April 1998
Skills
Strategic Planning, Manufacturing, New Business Development, Management, Continuous Improvement, Machining, Six Sigma, Lean Manufacturing, Process Improvement, Team Building, Negotiation, Engineering, Kaizen, Inventory Management, Supply Chain, Automotive, Product Development, Process Engineering, Operations Management, Budgets, Root Cause Analysis, Purchasing, Manufacturing..., 5S, Leadership, Supply Chain Management, Strategic Financial..., Cross-functional Team..., Investments, Operational Excellence, Business Planning, Finance, Start-ups, Business Process..., Contract Negotiation, Mergers & Acquisitions, Financial Planning
Education
University of South Carolina Upstate 1995 — 1997
Econ/ Finance
Byron Kelly Byron Kelly's Merril Lynch Experience 1991 - 2003
Job Senior PM NonTechnical at Citibank
Industry Financial Services
Experience
Citibank December 2014 - Present
The Severson Group for Verizon January 2014 - Present
JPMorgan Chase January 2013 - January 2014
Verizon Wireless November 2005 - August 2012
Merril Lynch 1991 - 2003
Skills
Project Management, ITIL Service Management, Call Center Management, Performance Analytics, Organizational Planning, Staff Management &..., Performance Management, Training Development..., Strategic Planning, Human Resource..., Financial Planning &..., Lean Six Sigma Black..., Call Center, ITIL, Infrastructure, Personnel Management, Analytics, Team Building, Wireless, Technical Support, Call Centers, Vendor Management, Organizational Learning, Customer Satisfaction, Leadership, Six Sigma, Management, Contact Centers
Education
American InterContinental University-Houston
Bachelor of Business Administration (BBA), Project Management
Citibank December 2014 - Present
The Severson Group for Verizon January 2014 - Present
JPMorgan Chase January 2013 - January 2014
Verizon Wireless November 2005 - August 2012
Merril Lynch 1991 - 2003
Skills
Project Management, ITIL Service Management, Call Center Management, Performance Analytics, Organizational Planning, Staff Management &..., Performance Management, Training Development..., Strategic Planning, Human Resource..., Financial Planning &..., Lean Six Sigma Black..., Call Center, ITIL, Infrastructure, Personnel Management, Analytics, Team Building, Wireless, Technical Support, Call Centers, Vendor Management, Organizational Learning, Customer Satisfaction, Leadership, Six Sigma, Management, Contact Centers
Education
American InterContinental University-Houston
Bachelor of Business Administration (BBA), Project Management
Letzter Michael's Merril Lynch Experience August 2011 - December 2011
Job Product Manager
Industry Hospital & Health Care
Experience
Medline Industries, Inc. May 2015 - Present
Medline Industries February 2014 - May 2015
Medline Industries March 2012 - January 2014
Merril Lynch August 2011 - December 2011
Fenwal Inc June 2011 - August 2011
Butler University 2007 - 2011
Skills
Marketing Research, Marketing Strategy, Data Analysis, Marketing, Sales, Social Networking, Microsoft Office, Customer Service
Education
Butler University - College of Business Administration 2007 — 2011
Butler University
Bachelor of Science, Business; Marketing
Medline Industries, Inc. May 2015 - Present
Medline Industries February 2014 - May 2015
Medline Industries March 2012 - January 2014
Merril Lynch August 2011 - December 2011
Fenwal Inc June 2011 - August 2011
Butler University 2007 - 2011
Skills
Marketing Research, Marketing Strategy, Data Analysis, Marketing, Sales, Social Networking, Microsoft Office, Customer Service
Education
Butler University - College of Business Administration 2007 — 2011
Butler University
Bachelor of Science, Business; Marketing
Cristiane Suzzio's Merril Lynch Experience July 2015 - Present
Job Proprietary trader trainee at Seven Points Capital
Industry Investment Banking
Experience
Merril Lynch July 2015 - Present
Seven Points Capital January 2015 - June 2015
Morgan Stanley September 2013 - December 2014
Safra National Bank of New York April 2012 - August 2013
Cleanis Inc. June 2011 - January 2012
Rede TV April 2010 - February 2011
Rede Record August 2009 - January 2010
Rede Bandeirantes de Televisão July 2006 - May 2009
REDE TV MAIS April 2009 - April 2009
Universidade Metodista de São Paulo May 2005 - December 2005
Skills
Marketing, Television, Editorial, English, Creative Direction, Blogging, Corporate Communications, Editing, Media Relations, Press Releases, Public Relations, Social Media, Social Media Marketing, Storytelling, Video
Education
Universidade Metodista de São Paulo 2005 — 2008
Bachelor’s Degree, Social Communication and Journalism
Merril Lynch July 2015 - Present
Seven Points Capital January 2015 - June 2015
Morgan Stanley September 2013 - December 2014
Safra National Bank of New York April 2012 - August 2013
Cleanis Inc. June 2011 - January 2012
Rede TV April 2010 - February 2011
Rede Record August 2009 - January 2010
Rede Bandeirantes de Televisão July 2006 - May 2009
REDE TV MAIS April 2009 - April 2009
Universidade Metodista de São Paulo May 2005 - December 2005
Skills
Marketing, Television, Editorial, English, Creative Direction, Blogging, Corporate Communications, Editing, Media Relations, Press Releases, Public Relations, Social Media, Social Media Marketing, Storytelling, Video
Education
Universidade Metodista de São Paulo 2005 — 2008
Bachelor’s Degree, Social Communication and Journalism
Bryan Bishop Bryan Bishop's Merril Lynch Experience June 2001 - March 2002
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
E*TRADE Financial March 2013 - November 2014
USC Alumni Club of San Fernando Valley June 2013 - July 2014
USC Alumni Club of San Fernando Valley September 2010 - June 2013
Churchill Management Group August 2012 - November 2012
TD Ameritrade June 2011 - June 2012
Morgan Stanley Smith Barney - Wealth Management August 2009 - June 2011
Countrywide Bank March 2004 - December 2008
Merril Lynch June 2001 - March 2002
Education
University of Southern California 1999 — 2003
Bachelors, Economics
Phillips Andover Academy 1998 — 1999
Post Graduate, Diploma
Wellesley High School 1994 — 1998
Diploma, General Studies
TIAA-CREF November 2014 - Present
E*TRADE Financial March 2013 - November 2014
USC Alumni Club of San Fernando Valley June 2013 - July 2014
USC Alumni Club of San Fernando Valley September 2010 - June 2013
Churchill Management Group August 2012 - November 2012
TD Ameritrade June 2011 - June 2012
Morgan Stanley Smith Barney - Wealth Management August 2009 - June 2011
Countrywide Bank March 2004 - December 2008
Merril Lynch June 2001 - March 2002
Education
University of Southern California 1999 — 2003
Bachelors, Economics
Phillips Andover Academy 1998 — 1999
Post Graduate, Diploma
Wellesley High School 1994 — 1998
Diploma, General Studies
Stephen R Gagne Stephen R Gagne's Merril Lynch Experience 1992 - 1997
Job First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors 1997 - Present
Merril Lynch 1992 - 1997
Skills
Insurance, Mutual Funds, 401k Rollovers, Retirement Planning, Investment Strategies, Risk Management, Bonds, Stocks, Estate Investment..., Business-owner Planning, Multi-generational..., Annuities
Education
University of Pittsburgh 1982 — 1986
BA, Economics & Business Administration
Wells Fargo Advisors 1997 - Present
Merril Lynch 1992 - 1997
Skills
Insurance, Mutual Funds, 401k Rollovers, Retirement Planning, Investment Strategies, Risk Management, Bonds, Stocks, Estate Investment..., Business-owner Planning, Multi-generational..., Annuities
Education
University of Pittsburgh 1982 — 1986
BA, Economics & Business Administration
Helen Bord Helen Bord's Merril Lynch Experience May 2004 - May 2008
Job Hedge Fund Counterparty Credit at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2013
Merril Lynch May 2004 - May 2008
Skills
Credit Risk, Risk Management, Project Management, Structured Finance, Basel II, Basel III, Counterparty Risk, Data Analysis, Regulatory Projects, Prime Brokerage, Data Quality, Risk Governance, Hedge Funds, Due Diligence, Derivatives, Financial Risk, Financial Services, Leadership, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Dual Concentration in Finance and Marketing
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch June 2010 - November 2013
Merril Lynch May 2004 - May 2008
Skills
Credit Risk, Risk Management, Project Management, Structured Finance, Basel II, Basel III, Counterparty Risk, Data Analysis, Regulatory Projects, Prime Brokerage, Data Quality, Risk Governance, Hedge Funds, Due Diligence, Derivatives, Financial Risk, Financial Services, Leadership, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Dual Concentration in Finance and Marketing
Bill Seabrook Bill Seabrook's Merril Lynch Experience November 1998 - December 1999
Job Vice President of Warranty at AIG
Industry Insurance
Experience
AIG October 2012 - Present
Chartis Insurance July 2009 - October 2012
AIU Holdings December 2008 - July 2009
American International Group February 2008 - January 2009
American International Group May 2006 - February 2008
American International Group April 2003 - May 2006
American International Group May 2001 - April 2003
American International Group November 2000 - May 2001
First Chicago Trust - Equiserve January 2000 - July 2000
Merril Lynch November 1998 - December 1999
Skills
Underwriting, Six Sigma, Insurance, Risk Management, Property & Casualty..., Vendor Management, Business Process..., Reinsurance, Claim, Process Improvement, General Insurance, Workers Compensation, Liability, Claims Management, Commercial Insurance, Business Analysis, Business Process, Change Management, Commercial Lines, Data Analysis, Operations Management, Process Engineering, Requirements Gathering, Strategic Planning
Education
Niagara University 1995 — 1998
Bachelor's degree, Psychology
AIG October 2012 - Present
Chartis Insurance July 2009 - October 2012
AIU Holdings December 2008 - July 2009
American International Group February 2008 - January 2009
American International Group May 2006 - February 2008
American International Group April 2003 - May 2006
American International Group May 2001 - April 2003
American International Group November 2000 - May 2001
First Chicago Trust - Equiserve January 2000 - July 2000
Merril Lynch November 1998 - December 1999
Skills
Underwriting, Six Sigma, Insurance, Risk Management, Property & Casualty..., Vendor Management, Business Process..., Reinsurance, Claim, Process Improvement, General Insurance, Workers Compensation, Liability, Claims Management, Commercial Insurance, Business Analysis, Business Process, Change Management, Commercial Lines, Data Analysis, Operations Management, Process Engineering, Requirements Gathering, Strategic Planning
Education
Niagara University 1995 — 1998
Bachelor's degree, Psychology
Michael Catania Michael Catania's Merril Lynch Experience 1987 - 1988
Job Capacity Planning Forecast Development Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters 2009 - Present
Reuters 2000 - 2009
Reuters America 1995 - 2000
Digital Equipment Corporation 1988 - 1995
Merril Lynch 1987 - 1988
North Hills Electronics 1983 - 1985
Skills
VMS, Solaris, IT Service Management, Pascal, ITIL, Disaster Recovery, Unix, Data Center, Incident Management, Technical Support, IT Strategy, AIX, Cluster, IT Management, TCP/IP, Hardware, IT Operations, Virtualization, Service Delivery, Linux, Troubleshooting, VMware, High Availability, Operating Systems, Servers, Enterprise Architecture
Education
LIU Post 1979 — 1983
BPS, Computer Science
Thomson Reuters 2009 - Present
Reuters 2000 - 2009
Reuters America 1995 - 2000
Digital Equipment Corporation 1988 - 1995
Merril Lynch 1987 - 1988
North Hills Electronics 1983 - 1985
Skills
VMS, Solaris, IT Service Management, Pascal, ITIL, Disaster Recovery, Unix, Data Center, Incident Management, Technical Support, IT Strategy, AIX, Cluster, IT Management, TCP/IP, Hardware, IT Operations, Virtualization, Service Delivery, Linux, Troubleshooting, VMware, High Availability, Operating Systems, Servers, Enterprise Architecture
Education
LIU Post 1979 — 1983
BPS, Computer Science
Hasan Azhar's Merril Lynch Experience January 2004 - June 2004
Job Vice President at Deutsche Asset and Wealth Management
Industry Real Estate
Experience
Deutsche Asset Management August 2006 - Present
Merryl Lynch 2008 - 2009
Credit Suisse July 2004 - July 2006
Merril Lynch January 2004 - June 2004
IBM (Global Financing) December 2002 - December 2003
NDB Capital Markets 1999 - 2000
Skills
Valuation, Financial Modeling, Venture Capital, Corporate Finance, Asset Management, Financial Analysis, Asset Managment
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2002
BBA, Finance
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
St. Michael's Convent
Deutsche Asset Management August 2006 - Present
Merryl Lynch 2008 - 2009
Credit Suisse July 2004 - July 2006
Merril Lynch January 2004 - June 2004
IBM (Global Financing) December 2002 - December 2003
NDB Capital Markets 1999 - 2000
Skills
Valuation, Financial Modeling, Venture Capital, Corporate Finance, Asset Management, Financial Analysis, Asset Managment
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2002
BBA, Finance
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
St. Michael's Convent
Steven Damiani Steven Damiani's Merril Lynch Experience 1989 - 1994
Job VP Business Development at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Niels Kronborg Andersen's Merril Lynch Experience 1989 - 1991
Job President & CEO KontactIntelligence & VeritasHealthCare
Industry Hospital & Health Care
Experience
KontactIntelligence, Inc. July 2001 - Present
VetCV January 2014 - Present
VeritasHealthCare, Inc. April 2003 - Present
KAMedData July 2001 - Present
KontactDirect June 2008 - Present
N.A.M.E.D. Nutritional Addiction Mitigation Eating and Drinking May 2015 - Present
NewChoiceHealth 2008 - Present
Sacred Heart Health System 1995 - 2001
Franciscan Health System 1991 - 1995
Merril Lynch 1989 - 1991
Skills
Human Resources, Team Building, Personnel Management, Healthcare, Strategy, Business Development, Team Leadership, Training, Recruiting, Medicine, Leadership, Healthcare Management, Hospitals, Analysis, ASP.NET, Management, Physicians, Coaching, Organizational..., SaaS, New Business Development, Project Management, Oracle, Marketing Strategy, Talent Management, Mergers & Acquisitions, Advertising, Time Management, Employee Relations, Data Mining, SQL, Project Planning, Consulting, Strategic Planning, Cold Calling, Contract Negotiation, Process Improvement, Public Speaking, Customer Retention, Marketing, SOA, Leadership Development, Budgets, Java, Customer Service, Government, Vendor Management, Business Strategy, Account Management, Talent Acquisition
Education
National University 1983 — 1989
BBA
University of Maryland University College 1983 — 1983
Attended
KontactIntelligence, Inc. July 2001 - Present
VetCV January 2014 - Present
VeritasHealthCare, Inc. April 2003 - Present
KAMedData July 2001 - Present
KontactDirect June 2008 - Present
N.A.M.E.D. Nutritional Addiction Mitigation Eating and Drinking May 2015 - Present
NewChoiceHealth 2008 - Present
Sacred Heart Health System 1995 - 2001
Franciscan Health System 1991 - 1995
Merril Lynch 1989 - 1991
Skills
Human Resources, Team Building, Personnel Management, Healthcare, Strategy, Business Development, Team Leadership, Training, Recruiting, Medicine, Leadership, Healthcare Management, Hospitals, Analysis, ASP.NET, Management, Physicians, Coaching, Organizational..., SaaS, New Business Development, Project Management, Oracle, Marketing Strategy, Talent Management, Mergers & Acquisitions, Advertising, Time Management, Employee Relations, Data Mining, SQL, Project Planning, Consulting, Strategic Planning, Cold Calling, Contract Negotiation, Process Improvement, Public Speaking, Customer Retention, Marketing, SOA, Leadership Development, Budgets, Java, Customer Service, Government, Vendor Management, Business Strategy, Account Management, Talent Acquisition
Education
National University 1983 — 1989
BBA
University of Maryland University College 1983 — 1983
Attended
Britt Boyles Britt Boyles's Merril Lynch Experience November 2005 - February 2007
Job Loan Officer at Eagle Home Mortgage
Industry Real Estate
Experience
Eagle Home Mortgage August 2014 - Present
First Option Mortgage March 2013 - July 2014
Supreme Lending September 2012 - February 2013
Sunward Metal Buildings 2012 - 2012
Transamerica Capital Inc. February 2007 - October 2011
Merril Lynch November 2005 - February 2007
Education
The University of Georgia 2001 — 2005
Bachelor's degree, Journalism
Eagle Home Mortgage August 2014 - Present
First Option Mortgage March 2013 - July 2014
Supreme Lending September 2012 - February 2013
Sunward Metal Buildings 2012 - 2012
Transamerica Capital Inc. February 2007 - October 2011
Merril Lynch November 2005 - February 2007
Education
The University of Georgia 2001 — 2005
Bachelor's degree, Journalism
Dan Nagin Dan Nagin's Merril Lynch Experience 1994 - 1997
Job Graphics Editor at NBC News // VP NABET Local 11
Industry Broadcast Media
Experience
NBC Nightly News 1997 - Present
Merril Lynch 1994 - 1997
Stonehouse Media Incorporated 1995 - 1996
NY Life 1993 - 1996
Edit Masters / M&M Syndications 1991 - 1993
Edit Masters 1991 - 1993
Teletime Video Productions 1988 - 1991
Skills
Editing, Graphics, Avid, Video Production, Broadcast, Post Production, Final Cut Pro, Television, Video, Avid Media Composer, Video Editing, Camera, Compositing, Avid Newscutter, Adobe Creative Suite, Breaking News, After Effects, Magazines, Multimedia, Digital Media, Motion Graphics, Broadcast Television, Commercials, HD Video, Music Videos
Education
Pratt Institute 1984 — 1988
BFA, Film / Video Production
New York Institute of Technology 1983 — 1984
Film / Video Production
NBC Nightly News 1997 - Present
Merril Lynch 1994 - 1997
Stonehouse Media Incorporated 1995 - 1996
NY Life 1993 - 1996
Edit Masters / M&M Syndications 1991 - 1993
Edit Masters 1991 - 1993
Teletime Video Productions 1988 - 1991
Skills
Editing, Graphics, Avid, Video Production, Broadcast, Post Production, Final Cut Pro, Television, Video, Avid Media Composer, Video Editing, Camera, Compositing, Avid Newscutter, Adobe Creative Suite, Breaking News, After Effects, Magazines, Multimedia, Digital Media, Motion Graphics, Broadcast Television, Commercials, HD Video, Music Videos
Education
Pratt Institute 1984 — 1988
BFA, Film / Video Production
New York Institute of Technology 1983 — 1984
Film / Video Production
Eduardo Gallegos's Merril Lynch Experience June 2010 - October 2010
Job Global Marketing Planning Manager
Industry Apparel & Fashion
Experience
Puma July 2013 - Present
Lopez Negrete Communications October 2011 - July 2013
Merril Lynch June 2010 - October 2010
Tricon Homes Inc February 2009 - May 2009
Skills
Microsoft Office Suite, Microsoft Office, Advertising, Marketing, Marketing Communications, Sales, Lord Abbett Database..., Finance, Financial Reporting, Presentations, Account Management, Manage Client..., Strengthening Client..., Direct Response..., New Business Development, Management, Marketing Strategy, Strategic Planning, Integrated Marketing
Education
Boston University 2015 — 2018
Master of Business Administration (MBA), Marketing
University of St. Thomas (TX) 2007 — 2011
Finance, Finance and Economics
Puma July 2013 - Present
Lopez Negrete Communications October 2011 - July 2013
Merril Lynch June 2010 - October 2010
Tricon Homes Inc February 2009 - May 2009
Skills
Microsoft Office Suite, Microsoft Office, Advertising, Marketing, Marketing Communications, Sales, Lord Abbett Database..., Finance, Financial Reporting, Presentations, Account Management, Manage Client..., Strengthening Client..., Direct Response..., New Business Development, Management, Marketing Strategy, Strategic Planning, Integrated Marketing
Education
Boston University 2015 — 2018
Master of Business Administration (MBA), Marketing
University of St. Thomas (TX) 2007 — 2011
Finance, Finance and Economics
Jessica Lapresi Jessica Lapresi's Merril Lynch Experience October 2014 - August 2015
Job National Account Executive at Ameris Bank
Industry Financial Services
Experience
Ameris Bank September 2015 - Present
Merril Lynch October 2014 - August 2015
Multi-Bank Securities, Inc. April 2009 - August 2013
Stanford Group Company September 2005 - February 2009
Skills
Series 7, Fixed Income, Trading, Series 63, Securities, Equity Research, Bonds, Financial Modeling, Microsoft Excel, Market Research, Bloomberg, Investments, MBS, Hedge Funds, Portfolio Management, Credit, Capital Markets
Education
University of Phoenix 2007 — 2009
B.S. - Finance
Ameris Bank September 2015 - Present
Merril Lynch October 2014 - August 2015
Multi-Bank Securities, Inc. April 2009 - August 2013
Stanford Group Company September 2005 - February 2009
Skills
Series 7, Fixed Income, Trading, Series 63, Securities, Equity Research, Bonds, Financial Modeling, Microsoft Excel, Market Research, Bloomberg, Investments, MBS, Hedge Funds, Portfolio Management, Credit, Capital Markets
Education
University of Phoenix 2007 — 2009
B.S. - Finance
James C. Collins's Merril Lynch Experience May 2006 - September 2006
Job Business Development at Webtab
Industry Marketing and Advertising
Experience
Webtab August 2015 - Present
Amazon April 2013 - August 2015
Multiview March 2011 - April 2013
NAI Robert Lynn April 2009 - January 2011
Bank of the Ozarks March 2008 - March 2009
Merril Lynch May 2006 - September 2006
Smith Barney December 2005 - May 2006
NAI Robert Lynn August 2003 - September 2005
Skills
Sales Management, Real Estate, Real Estate Transactions, Real Estate Development, Advertising, Excel, Microsoft Excel, Customer Service, Sales&Marketing, Team Building, CRM, PowerPoint, Sales, New Business Development, Account Management, Strategy, Finance, Strategic Planning, Marketing, Cold Calling, Analysis, Salesforce.com, Business Development, Program Management, Candy, Beef, Gorilla, Downhill Skiing, Cyber Warfare, Ingredients
Education
University of Kansas 2004 — 2007
BS, Finance
Southern Methodist University 2002 — 2004
Pre Business
Webtab August 2015 - Present
Amazon April 2013 - August 2015
Multiview March 2011 - April 2013
NAI Robert Lynn April 2009 - January 2011
Bank of the Ozarks March 2008 - March 2009
Merril Lynch May 2006 - September 2006
Smith Barney December 2005 - May 2006
NAI Robert Lynn August 2003 - September 2005
Skills
Sales Management, Real Estate, Real Estate Transactions, Real Estate Development, Advertising, Excel, Microsoft Excel, Customer Service, Sales&Marketing, Team Building, CRM, PowerPoint, Sales, New Business Development, Account Management, Strategy, Finance, Strategic Planning, Marketing, Cold Calling, Analysis, Salesforce.com, Business Development, Program Management, Candy, Beef, Gorilla, Downhill Skiing, Cyber Warfare, Ingredients
Education
University of Kansas 2004 — 2007
BS, Finance
Southern Methodist University 2002 — 2004
Pre Business
Yinka Mustapha, MBA Yinka Mustapha, MBA's Merril Lynch Experience August 2011 - June 2012
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2012 - Present
Merril Lynch August 2011 - June 2012
Wind Energy Consulting & Contracting, Inc. March 2010 - December 2010
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Wealth Management, Team Leadership, Management, Project Management, Strategic Planning, Team Building, Process Improvement, Data Analysis, Finance, Financial Analysis, CRM, Derivatives, Analysis, Risk Management, Public Speaking
Education
University of North Florida 2010 — 2012
Master of Business Administration (MBA), International Business
Euromed Marseille School of Management 2010 — 2010
Master of Business Administration (MBA), International Finance
University of Florida 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Deutsche Bank September 2012 - Present
Merril Lynch August 2011 - June 2012
Wind Energy Consulting & Contracting, Inc. March 2010 - December 2010
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Wealth Management, Team Leadership, Management, Project Management, Strategic Planning, Team Building, Process Improvement, Data Analysis, Finance, Financial Analysis, CRM, Derivatives, Analysis, Risk Management, Public Speaking
Education
University of North Florida 2010 — 2012
Master of Business Administration (MBA), International Business
Euromed Marseille School of Management 2010 — 2010
Master of Business Administration (MBA), International Finance
University of Florida 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Praveen Vasudev Praveen Vasudev's Merril Lynch Experience August 2004 - February 2005
Job Sr. Datawarehousing Programmer/Analyst at Bank of TokyoMitsubishi UFJ
Industry Computer Software
Experience
<> December 2014 - Present
Bank of Tokyo-Mitsubishi UFJ April 2013 - December 2014
Barclays Wealth and Investment Management July 2010 - March 2013
Morgan Stanley Smith Barney August 2009 - July 2010
T-Mobile March 2009 - August 2009
Cablevision July 2007 - March 2009
MFX Fairfax August 2006 - July 2007
JPMC March 2005 - August 2006
Merril Lynch August 2004 - February 2005
Skills
Data Warehousing, Oracle, ETL, SDLC, Informatica, Data Modeling, PL/SQL, Unix, Integration, DB2, Solution Architecture, Data Integration, Database Design, Unix Shell Scripting, Data Warehouse..., Agile Methodologies, SQL, Requirements Analysis, Databases, SOA, Shell Scripting, Business Intelligence, Business Objects, Enterprise Architecture, XML, Requirements Gathering, AIX, Data Migration, Performance Tuning, NoSQL, MongoDB, JScript, Big Data, IDQ, SSIS, Business Objects Data..., Perl
Education
University of Louisiana at Lafayette 2000 — 2003
Master's degree, Computer Science
Osmania University 1995 — 1999
Bachelors in Technology, Chemical Technology
Atomic Energy Central School 1984 — 1995
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Bank of Tokyo-Mitsubishi UFJ April 2013 - December 2014
Barclays Wealth and Investment Management July 2010 - March 2013
Morgan Stanley Smith Barney August 2009 - July 2010
T-Mobile March 2009 - August 2009
Cablevision July 2007 - March 2009
MFX Fairfax August 2006 - July 2007
JPMC March 2005 - August 2006
Merril Lynch August 2004 - February 2005
Skills
Data Warehousing, Oracle, ETL, SDLC, Informatica, Data Modeling, PL/SQL, Unix, Integration, DB2, Solution Architecture, Data Integration, Database Design, Unix Shell Scripting, Data Warehouse..., Agile Methodologies, SQL, Requirements Analysis, Databases, SOA, Shell Scripting, Business Intelligence, Business Objects, Enterprise Architecture, XML, Requirements Gathering, AIX, Data Migration, Performance Tuning, NoSQL, MongoDB, JScript, Big Data, IDQ, SSIS, Business Objects Data..., Perl
Education
University of Louisiana at Lafayette 2000 — 2003
Master's degree, Computer Science
Osmania University 1995 — 1999
Bachelors in Technology, Chemical Technology
Atomic Energy Central School 1984 — 1995
Antonio Herbst's Merril Lynch Experience May 2008 - August 2008
Job Product Management Intern at Riot Games
Industry Information Technology and Services
Experience
Riot Games June 2015 - Present
PowerPlan, Inc. December 2013 - May 2014
PowerPlan, Inc. October 2011 - December 2013
Merril Lynch May 2008 - August 2008
China Tobacco Mauduit September 2007 - December 2007
PT Inovação 2007 - 2007
University of Sao Paulo April 2006 - October 2006
Skills
Business Analysis, Management Consulting, Databases, SQL, PowerBuilder, PowerPlant, Utility Industry, System Integration..., System Integration, Functional..., Business Strategy, Integration, UML, Business Process, Software Documentation, Program Management, Project Management, Oracle, Process Improvement, SAP, Quality Assurance, Cross-functional Team..., Management, Software Project..., Business Process..., Business Intelligence, Requirements Analysis, MS Project, Software Development, Business Process Design, Enterprise Software, ERP, Professional Services, Software Implementation, Microsoft Project
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
London Business School 2010 — 2011
2011, MSc in Management
RSM Erasmus University 2010 — 2010
General Management
Universidade de São Paulo 2004 — 2008
Computer Engineering
Riot Games June 2015 - Present
PowerPlan, Inc. December 2013 - May 2014
PowerPlan, Inc. October 2011 - December 2013
Merril Lynch May 2008 - August 2008
China Tobacco Mauduit September 2007 - December 2007
PT Inovação 2007 - 2007
University of Sao Paulo April 2006 - October 2006
Skills
Business Analysis, Management Consulting, Databases, SQL, PowerBuilder, PowerPlant, Utility Industry, System Integration..., System Integration, Functional..., Business Strategy, Integration, UML, Business Process, Software Documentation, Program Management, Project Management, Oracle, Process Improvement, SAP, Quality Assurance, Cross-functional Team..., Management, Software Project..., Business Process..., Business Intelligence, Requirements Analysis, MS Project, Software Development, Business Process Design, Enterprise Software, ERP, Professional Services, Software Implementation, Microsoft Project
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
London Business School 2010 — 2011
2011, MSc in Management
RSM Erasmus University 2010 — 2010
General Management
Universidade de São Paulo 2004 — 2008
Computer Engineering
Candice Sanchez's Merril Lynch Experience June 1998 - April 2003
Job General Manager at Bulks Landscape Supply
Industry Construction
Experience
Bulks Landscape Supply January 2012 - Present
Property Masters Inc November 2010 - Present
Skinner Nurseries September 2004 - May 2010
Carrabba's Italian Grill March 2003 - September 2004
Merril Lynch June 1998 - April 2003
Outback Steakhouse January 1992 - August 1998
Skills
Forecasting, Purchasing, Inventory Management, Customer Service, Budgets, Logistics, Management, Contract Negotiation, Sales, Process Scheduler, Sales Management, Payroll, Customer Satisfaction, Retail, Analysis, Recruiting, Procurement, Human Resources, Merchandising, Training, Pricing, Time Management, Inventory Control, Operations Management, Negotiation, Invoicing, Profit, Project Planning, Team Building
Education
Jacksonville University 2000 — 2004
Bachelor of Arts, Business Administration and Business Management
University of N. Florida
Business Administration, Management and Operations
Bulks Landscape Supply January 2012 - Present
Property Masters Inc November 2010 - Present
Skinner Nurseries September 2004 - May 2010
Carrabba's Italian Grill March 2003 - September 2004
Merril Lynch June 1998 - April 2003
Outback Steakhouse January 1992 - August 1998
Skills
Forecasting, Purchasing, Inventory Management, Customer Service, Budgets, Logistics, Management, Contract Negotiation, Sales, Process Scheduler, Sales Management, Payroll, Customer Satisfaction, Retail, Analysis, Recruiting, Procurement, Human Resources, Merchandising, Training, Pricing, Time Management, Inventory Control, Operations Management, Negotiation, Invoicing, Profit, Project Planning, Team Building
Education
Jacksonville University 2000 — 2004
Bachelor of Arts, Business Administration and Business Management
University of N. Florida
Business Administration, Management and Operations
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William Schwartz [LION-TopLinked] +2.9K William Schwartz [LION-TopLinked] +2.9K's Merril Lynch Experience January 1991 - January 1994
Job Mortgage Bankerskilled relationship manager<<>> ◄ Invite Me ► eastcoastmortgage@comcast.net
Industry Banking
Experience
East Coast Mortgage and Financial Services March 2003 - Present
Executive Title Services, Inc. January 2006 - January 2009
BBJ Mortgage December 1997 - March 2003
Legg Mason Wood Walker January 1994 - January 1997
Merril Lynch January 1991 - January 1994
Legg Mason Wood Walker January 1989 - January 1991
ChemLawn/Ecolabs January 1983 - January 1989
Lanier Business Products January 1982 - January 1983
Skills
Sales Management, Team Building, Rate Negotiation, Social Media, Communication, Presentation Skills, Mortgage Banking, Residential Mortgages, Salesforce.com, Excel, Outlook, PowerPoint, Microsoft Excel, Negotiation, Team Leadership, Investments, CRM, Leadership, Customer Service, Refinance, Finance, Real Estate, Sales, VA loans, Mortgage Lending, Management, Strategic Planning, FHA, USDA, Customer Satisfaction, Account Management, Recruiting, Risk Management, Banking, Executive Management, Contract Negotiation, Strategy, Performance Management, Small Business, VA Loans, Residential Homes, Process Improvement, Customer Retention, New Business Development, Marketing, Business Planning, Financial Analysis, Business Development, Strategic Financial..., Forecasting
Education
University of Delaware
BA
University of Delaware
Bachelor of Arts
East Coast Mortgage and Financial Services March 2003 - Present
Executive Title Services, Inc. January 2006 - January 2009
BBJ Mortgage December 1997 - March 2003
Legg Mason Wood Walker January 1994 - January 1997
Merril Lynch January 1991 - January 1994
Legg Mason Wood Walker January 1989 - January 1991
ChemLawn/Ecolabs January 1983 - January 1989
Lanier Business Products January 1982 - January 1983
Skills
Sales Management, Team Building, Rate Negotiation, Social Media, Communication, Presentation Skills, Mortgage Banking, Residential Mortgages, Salesforce.com, Excel, Outlook, PowerPoint, Microsoft Excel, Negotiation, Team Leadership, Investments, CRM, Leadership, Customer Service, Refinance, Finance, Real Estate, Sales, VA loans, Mortgage Lending, Management, Strategic Planning, FHA, USDA, Customer Satisfaction, Account Management, Recruiting, Risk Management, Banking, Executive Management, Contract Negotiation, Strategy, Performance Management, Small Business, VA Loans, Residential Homes, Process Improvement, Customer Retention, New Business Development, Marketing, Business Planning, Financial Analysis, Business Development, Strategic Financial..., Forecasting
Education
University of Delaware
BA
University of Delaware
Bachelor of Arts
Chaiquelyn M. Adames (née Liriano) Chaiquelyn M. Adames (née Liriano)'s Merril Lynch Experience June 2000 - August 2000
Job Staff Accountant at Alvarez & Marsal
Industry Accounting
Experience
Alvarez & Marsal August 2012 - Present
Alvarez and Marsal, LLC July 2006 - August 2012
Imowitz Koenig & Co, LLP January 2005 - June 2006
Mendelsohn Media Research, Inc May 2005 - May 2006
Merril Lynch June 2000 - August 2000
Skills
Management, Team Leadership, Finance
Education
Baruch College 2001 — 2006
Bachelor of Business Administration (BBA), Accounting
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Accounting, History, Spanish
Alvarez & Marsal August 2012 - Present
Alvarez and Marsal, LLC July 2006 - August 2012
Imowitz Koenig & Co, LLP January 2005 - June 2006
Mendelsohn Media Research, Inc May 2005 - May 2006
Merril Lynch June 2000 - August 2000
Skills
Management, Team Leadership, Finance
Education
Baruch College 2001 — 2006
Bachelor of Business Administration (BBA), Accounting
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Accounting, History, Spanish
Bryan Nearnberg's Merril Lynch Experience May 2011 - August 2011
Job Senior Client Accounting Coordinator at Cleary Gottlieb Steen & Hamilton
Industry Legal Services
Experience
Cleary Gottlieb Steen & Hamilton LLP December 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP August 2012 - December 2014
Brown Brothers Harriman June 2012 - July 2012
NRL Wealth Creation Strategies June 2011 - August 2011
Merril Lynch May 2011 - August 2011
Student Association at Binghamton University August 2010 - May 2011
Viacom June 2010 - August 2010
Keller Williams Realty May 2010 - August 2010
Duane Reade June 2009 - August 2009
Coleman Country Day Camp June 2004 - August 2008
Skills
Financial Analysis, Finance, Program Management, Management, Investments, Accounting, Microsoft Excel, Time Management, Fundraising, Training, Financial Reporting, Operational Accounting, Billing Systems, Client Relations Skills, Client Billing, Accruals, Accounts Receivable, Accounts Payable, Accounting System, International Business, International Relations, Revenue Cycle
Education
State University of New York at Binghamton 2008 — 2012
Bachelors, Economics
Lynbrook High School 2004 — 2008
Cleary Gottlieb Steen & Hamilton LLP December 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP August 2012 - December 2014
Brown Brothers Harriman June 2012 - July 2012
NRL Wealth Creation Strategies June 2011 - August 2011
Merril Lynch May 2011 - August 2011
Student Association at Binghamton University August 2010 - May 2011
Viacom June 2010 - August 2010
Keller Williams Realty May 2010 - August 2010
Duane Reade June 2009 - August 2009
Coleman Country Day Camp June 2004 - August 2008
Skills
Financial Analysis, Finance, Program Management, Management, Investments, Accounting, Microsoft Excel, Time Management, Fundraising, Training, Financial Reporting, Operational Accounting, Billing Systems, Client Relations Skills, Client Billing, Accruals, Accounts Receivable, Accounts Payable, Accounting System, International Business, International Relations, Revenue Cycle
Education
State University of New York at Binghamton 2008 — 2012
Bachelors, Economics
Lynbrook High School 2004 — 2008
Tom Deck Tom Deck's Merril Lynch Experience October 1995 - June 1996
Job Chief Compliance Officer at M&T Securities
Industry Financial Services
Experience
M&T Securities August 2014 - Present
M&T Securities, Inc August 2013 - August 2014
Nationwide Securities LLC May 2012 - August 2013
Independent Contractor June 2011 - May 2012
BNY Mellon December 2007 - February 2011
PNC Global Investment Servicing December 2007 - June 2010
ING DIRECT January 2001 - December 2007
ING Funds May 1999 - December 2000
FINRA June 1996 - May 1999
Merril Lynch October 1995 - June 1996
Skills
Change Management, Asset Management, Compliance, Operations Management, Broker Dealer management, Securities Regulation, Six Sigma, Asset Managment, Finance, Financial Services, Mutual Funds, Call Centers, Financial Risk, Risk Management, Financial Analysis, Process Improvement, Loans, Management, Brokerage
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Finance
Franklin & Marshall College 1987 — 1991
BA
Hurstpierpoint College 1982 — 1986
O & A Levels
M&T Securities August 2014 - Present
M&T Securities, Inc August 2013 - August 2014
Nationwide Securities LLC May 2012 - August 2013
Independent Contractor June 2011 - May 2012
BNY Mellon December 2007 - February 2011
PNC Global Investment Servicing December 2007 - June 2010
ING DIRECT January 2001 - December 2007
ING Funds May 1999 - December 2000
FINRA June 1996 - May 1999
Merril Lynch October 1995 - June 1996
Skills
Change Management, Asset Management, Compliance, Operations Management, Broker Dealer management, Securities Regulation, Six Sigma, Asset Managment, Finance, Financial Services, Mutual Funds, Call Centers, Financial Risk, Risk Management, Financial Analysis, Process Improvement, Loans, Management, Brokerage
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Finance
Franklin & Marshall College 1987 — 1991
BA
Hurstpierpoint College 1982 — 1986
O & A Levels
John J. Rossi John J. Rossi's Merril Lynch Experience February 2000 - March 2003
Job Application Development Manager for the Global Middle Office at Bank of Montreal Capital Markets
Industry Financial Services
Experience
Bank of Montreal - Capital Markets September 2013 - Present
Discovery Data February 2013 - July 2013
Royal Bank of Canada February 2010 - February 2013
Citigroup (Lava Trading Inc.) November 2009 - February 2010
AllianceBernstein February 2007 - October 2009
Edison Mortgage Decisioning Solutions (Out of Business) January 2006 - February 2007
The Blackstone Group September 2003 - January 2006
Merril Lynch February 2000 - March 2003
Duferco Steel, Inc August 1999 - February 2000
Maidenform Worldwide April 1998 - August 1999
Skills
Silverlight, ASP.NET MVC, ASP.NET AJAX, Application Architecture, Systems Analysis, SQL Server, SSRS, Application Development, Programming, .NET, Requirements Gathering, T-SQL, C#, SDLC, ASP.NET, AJAX, ADO.NET, Business Analysis, Web Services, WinForms, VSS, Visual Studio, Software Development, Databases, Entity Framework, Microsoft SQL Server, Software Project..., IT Strategy, Quality Assurance, Requirements Analysis, Access, Lucene.NET, Windows Azure, Oracle, Visio, VB.NET, SOA, Integration, SSIS, Data Warehousing, Business Intelligence, Crystal Reports, Database Design, Web Applications, VBA, Business Process, OOP, HTML
Education
Saint John's University 1986 — 1990
B.S
St. John's University 1986 — 1990
Bachelor of Science (B.S.)
Bank of Montreal - Capital Markets September 2013 - Present
Discovery Data February 2013 - July 2013
Royal Bank of Canada February 2010 - February 2013
Citigroup (Lava Trading Inc.) November 2009 - February 2010
AllianceBernstein February 2007 - October 2009
Edison Mortgage Decisioning Solutions (Out of Business) January 2006 - February 2007
The Blackstone Group September 2003 - January 2006
Merril Lynch February 2000 - March 2003
Duferco Steel, Inc August 1999 - February 2000
Maidenform Worldwide April 1998 - August 1999
Skills
Silverlight, ASP.NET MVC, ASP.NET AJAX, Application Architecture, Systems Analysis, SQL Server, SSRS, Application Development, Programming, .NET, Requirements Gathering, T-SQL, C#, SDLC, ASP.NET, AJAX, ADO.NET, Business Analysis, Web Services, WinForms, VSS, Visual Studio, Software Development, Databases, Entity Framework, Microsoft SQL Server, Software Project..., IT Strategy, Quality Assurance, Requirements Analysis, Access, Lucene.NET, Windows Azure, Oracle, Visio, VB.NET, SOA, Integration, SSIS, Data Warehousing, Business Intelligence, Crystal Reports, Database Design, Web Applications, VBA, Business Process, OOP, HTML
Education
Saint John's University 1986 — 1990
B.S
St. John's University 1986 — 1990
Bachelor of Science (B.S.)
Kevin McGinn Kevin McGinn's Merril Lynch Experience 1993 - 1995
Job Chief Financial Officer GlobalOptions
Industry Insurance
Experience
GlobalOptions 2010 - Present
GlobalOptions 2006 - 2010
Tower Automotive Inc. 2003 - 2006
Great Lakes Chemical 2000 - 2003
Alcoa Fujikura 1997 - 2000
Square D Company 1995 - 1997
Merril Lynch 1993 - 1995
Skills
Strategic Planning, Operations Management, Accounting, Operational Cost..., Financial Analysis, Financial Reporting, P&L Management, Operating Budgets, Forecasting, Treasury Management, Corporate Governance, Negotiation, Strategy Implementation, Due Diligence, M&A experience, Global Regulatory..., SEC Financial Reporting, Investor Relations, Six Sigma, HR Policies, Cross-functional Team..., Workers Compensation, Internal Controls, Budgets, Process Improvement, Private Investigations, Fraud, Sarbanes-Oxley Act, Risk Management, Insurance, Finance, Financial Modeling, Leadership, Variance Analysis
Education
Wilkes University 1991 — 1993
MBA, Finance/Accounting
Middle Tennessee State University 1987 — 1991
Bachelor’s Degree, Management and Accounting
GlobalOptions 2010 - Present
GlobalOptions 2006 - 2010
Tower Automotive Inc. 2003 - 2006
Great Lakes Chemical 2000 - 2003
Alcoa Fujikura 1997 - 2000
Square D Company 1995 - 1997
Merril Lynch 1993 - 1995
Skills
Strategic Planning, Operations Management, Accounting, Operational Cost..., Financial Analysis, Financial Reporting, P&L Management, Operating Budgets, Forecasting, Treasury Management, Corporate Governance, Negotiation, Strategy Implementation, Due Diligence, M&A experience, Global Regulatory..., SEC Financial Reporting, Investor Relations, Six Sigma, HR Policies, Cross-functional Team..., Workers Compensation, Internal Controls, Budgets, Process Improvement, Private Investigations, Fraud, Sarbanes-Oxley Act, Risk Management, Insurance, Finance, Financial Modeling, Leadership, Variance Analysis
Education
Wilkes University 1991 — 1993
MBA, Finance/Accounting
Middle Tennessee State University 1987 — 1991
Bachelor’s Degree, Management and Accounting
Lisandra McGrath's Merril Lynch Experience 1997 - 1998
Job Owner / Personal Trainer / Health Coach at LisandraBeFit.com; Regional Coach Bombshell Fitness
Industry Health, Wellness and Fitness
Experience
BOMBSHELL FITNESS February 2014 - Present
LisandraBeFit.com 2010 - Present
Club Fit September 2010 - June 2013
LISANDRA'S ANTIQUES January 2002 - August 2010
GENERAL MEDIA INT'L./PENTHOUSE INT'L January 1999 - January 2002
Media Passage 1998 - 1999
Merril Lynch 1997 - 1998
CONDÉ NAST PUBLICATIONS, INC. 1996 - 1997
GENERAL MEDIA INT'L./PENTHOUSE INT'L January 1993 - January 1996
Skills
Fitness, Wellness, Weight Management, Nutrition, Fitness Training, Personal Training, Nutritional Counseling, Public Speaking, Strength Training, Social Media, Lifestyle, Social Networking, Marketing, Weight Training, Facebook, Sales, Wellness Coaching, Exercise Physiology, Microsoft Office, Online Advertising, Sports Nutrition, Functional Training, Advertising, Supplements, Athletics, Injury Prevention, Lifestyle Coaching, Operant Conditioning, Strength & Conditioning, Yoga, Endurance, Athletic Training, Health Education, Holistic Health, Training, Stress Management, Cardio, Wellbeing
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Marketing
Adlai E. Stevenson High School 1976 — 1980
H.S. Diploma with honors
BOMBSHELL FITNESS February 2014 - Present
LisandraBeFit.com 2010 - Present
Club Fit September 2010 - June 2013
LISANDRA'S ANTIQUES January 2002 - August 2010
GENERAL MEDIA INT'L./PENTHOUSE INT'L January 1999 - January 2002
Media Passage 1998 - 1999
Merril Lynch 1997 - 1998
CONDÉ NAST PUBLICATIONS, INC. 1996 - 1997
GENERAL MEDIA INT'L./PENTHOUSE INT'L January 1993 - January 1996
Skills
Fitness, Wellness, Weight Management, Nutrition, Fitness Training, Personal Training, Nutritional Counseling, Public Speaking, Strength Training, Social Media, Lifestyle, Social Networking, Marketing, Weight Training, Facebook, Sales, Wellness Coaching, Exercise Physiology, Microsoft Office, Online Advertising, Sports Nutrition, Functional Training, Advertising, Supplements, Athletics, Injury Prevention, Lifestyle Coaching, Operant Conditioning, Strength & Conditioning, Yoga, Endurance, Athletic Training, Health Education, Holistic Health, Training, Stress Management, Cardio, Wellbeing
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Marketing
Adlai E. Stevenson High School 1976 — 1980
H.S. Diploma with honors
Murray Horowitz Murray Horowitz's Merril Lynch Experience June 1999 - August 2001
Job Regional Director of Sales American Income Life Ins.
Industry Insurance
Experience
American Income Life January 2009 - Present
Cord Blood Solutions January 2004 - January 2009
Prudential Financial September 2001 - December 2003
Merril Lynch June 1999 - August 2001
Combined Insurance April 1991 - May 1999
Skills
Sales, Budgets, Strategic Planning, Recruiting, Term Life Insurance, Life Insurance, Insurance, Health Insurance, Fixed Annuities, Employee Benefits, Disability Insurance, Long-term Care, Direct Sales, Sales Operations, Sales Management, Leadership
Education
University of Florida 1982 — 1986
BS, Marketing
American Income Life January 2009 - Present
Cord Blood Solutions January 2004 - January 2009
Prudential Financial September 2001 - December 2003
Merril Lynch June 1999 - August 2001
Combined Insurance April 1991 - May 1999
Skills
Sales, Budgets, Strategic Planning, Recruiting, Term Life Insurance, Life Insurance, Insurance, Health Insurance, Fixed Annuities, Employee Benefits, Disability Insurance, Long-term Care, Direct Sales, Sales Operations, Sales Management, Leadership
Education
University of Florida 1982 — 1986
BS, Marketing
Terri Millson's Merril Lynch Experience 1986 - 1998
Job President at TriSummit Investment Advisors
Industry Financial Services
Experience
TriSummit Investment Advisors November 2002 - Present
RBC Wealth Management December 1998 - November 2002
Planned Giving Roundtable of Orange County 2000 - 2000
Merril Lynch 1986 - 1998
ExxonMobil 1981 - 1986
Skills
Estate Planning, Series 7, Retirement Planning, Wealth Management, Trusts, Retirement, Asset Allocation, Investment Advisory, Strategic Planning, Portfolio Management, Investment Management, Securities
Education
University of Michigan 1977 — 1981
BS, Geological Sciences, Honors
University of Michigan 1977 — 1981
BS, Geological Sciences
Huron High School
Tappan Junior High
TriSummit Investment Advisors November 2002 - Present
RBC Wealth Management December 1998 - November 2002
Planned Giving Roundtable of Orange County 2000 - 2000
Merril Lynch 1986 - 1998
ExxonMobil 1981 - 1986
Skills
Estate Planning, Series 7, Retirement Planning, Wealth Management, Trusts, Retirement, Asset Allocation, Investment Advisory, Strategic Planning, Portfolio Management, Investment Management, Securities
Education
University of Michigan 1977 — 1981
BS, Geological Sciences, Honors
University of Michigan 1977 — 1981
BS, Geological Sciences
Huron High School
Tappan Junior High
Edmond Woychowsky Edmond Woychowsky's Merril Lynch Experience August 2007 - April 2008
Job FullStack Web Developer
Industry Internet
Experience
Comprise Technologies September 2014 - Present
XL Group, Inc February 2011 - July 2014
United America Insurance Group May 2008 - November 2011
Merril Lynch August 2007 - April 2008
VSE June 2007 - August 2007
Cardinal Health January 2007 - June 2007
Johnson & Johnson April 2006 - January 2007
UnitedHealth Group December 2005 - April 2006
CSC - Computer Sciences Corporation May 2005 - November 2005
Ingersoll Rand 2001 - 2005
Skills
XML, JavaScript, AJAX, C#, .NET, XSLT, Microsoft SQL Server, SQL, Agile Methodologies, Web Services, Software Development, ASP.NET, T-SQL, SSIS, SSRS, LINQ, Scrum, CSS, HTML, IIS, jQuery, Windows Server, REST, SDLC, WCF, Web Applications, HTML5, Web Development, Programming
Education
Code School 2014 — 2014
Angular.js
Middlesex County College 1981 — 1984
A.A.S., Computer Science
Penn State University
Web Design
Comprise Technologies September 2014 - Present
XL Group, Inc February 2011 - July 2014
United America Insurance Group May 2008 - November 2011
Merril Lynch August 2007 - April 2008
VSE June 2007 - August 2007
Cardinal Health January 2007 - June 2007
Johnson & Johnson April 2006 - January 2007
UnitedHealth Group December 2005 - April 2006
CSC - Computer Sciences Corporation May 2005 - November 2005
Ingersoll Rand 2001 - 2005
Skills
XML, JavaScript, AJAX, C#, .NET, XSLT, Microsoft SQL Server, SQL, Agile Methodologies, Web Services, Software Development, ASP.NET, T-SQL, SSIS, SSRS, LINQ, Scrum, CSS, HTML, IIS, jQuery, Windows Server, REST, SDLC, WCF, Web Applications, HTML5, Web Development, Programming
Education
Code School 2014 — 2014
Angular.js
Middlesex County College 1981 — 1984
A.A.S., Computer Science
Penn State University
Web Design
Enrique Espin's Merril Lynch Experience April 2005 - August 2005
Job Senior Manager Financial Planning and Analysis (Latin America HQ)
Industry Information Technology and Services
Experience
Microsoft July 2015 - Present
Microsoft January 2013 - June 2015
Microsoft Corporation January 2010 - December 2012
Best Buy April 2009 - December 2009
Best Buy August 2007 - May 2009
Best Buy June 2006 - August 2007
Merril Lynch April 2005 - August 2005
PriceWaterhouseCoopers February 1999 - June 2004
Rayovac Corporation January 1997 - December 1998
Skills
Financial Analysis, Forecasting, Hyperion Enterprise, Cash Flow, Financial Systems, Negotiation, Performance Metrics, Licensing, Corporate FP&A, Auditing, Internal Controls, Leadership, Process Improvement, Finance, Financial Reporting, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Financial Analytics
Pontificia Universidad Católica Madre y Maestra 2001 — 2002
Post Graduate, Corporate Finance
Instituto Tecnológico de Santo Domingo 1996 — 2000
BS, Accounting
Microsoft July 2015 - Present
Microsoft January 2013 - June 2015
Microsoft Corporation January 2010 - December 2012
Best Buy April 2009 - December 2009
Best Buy August 2007 - May 2009
Best Buy June 2006 - August 2007
Merril Lynch April 2005 - August 2005
PriceWaterhouseCoopers February 1999 - June 2004
Rayovac Corporation January 1997 - December 1998
Skills
Financial Analysis, Forecasting, Hyperion Enterprise, Cash Flow, Financial Systems, Negotiation, Performance Metrics, Licensing, Corporate FP&A, Auditing, Internal Controls, Leadership, Process Improvement, Finance, Financial Reporting, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Financial Analytics
Pontificia Universidad Católica Madre y Maestra 2001 — 2002
Post Graduate, Corporate Finance
Instituto Tecnológico de Santo Domingo 1996 — 2000
BS, Accounting
Craig Berberian's Merril Lynch Experience June 1999 - September 1999
Job Founder and Managing Partner at Empire Property Group LLC
Industry Real Estate
Experience
Empire Property Group LLC July 2010 - Present
Cantor Fitzgerald November 2009 - June 2010
LMD Worldwide December 2008 - November 2009
The Athena Group January 2008 - December 2008
KPMG Advisory May 2002 - December 2007
Salomon Smith Barney June 2000 - August 2000
Merril Lynch June 1999 - September 1999
Skills
Real Estate Development, Debt, Valuation, Investments, Apartments
Education
New York University 2005 — 2008
Master of Science, Real Estate Development
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science, Finance
Empire Property Group LLC July 2010 - Present
Cantor Fitzgerald November 2009 - June 2010
LMD Worldwide December 2008 - November 2009
The Athena Group January 2008 - December 2008
KPMG Advisory May 2002 - December 2007
Salomon Smith Barney June 2000 - August 2000
Merril Lynch June 1999 - September 1999
Skills
Real Estate Development, Debt, Valuation, Investments, Apartments
Education
New York University 2005 — 2008
Master of Science, Real Estate Development
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science, Finance
Thomas Fritzen's Merril Lynch Experience 2003 - 2004
Job Sr QA Manager at Synchronoss Technologies
Industry Computer Software
Experience
Synchronoss Technologies July 2015 - Present
HBO September 2011 - April 2015
CBS Interactive 2011 - 2011
Edison Learning 2010 - 2010
Origin Digital February 2009 - August 2009
MLB Advanced Media January 2006 - December 2008
JPMorgan Chase March 2005 - February 2006
2003Wave Systems Corp August 2000 - January 2005
Merrill Lynch October 2003 - September 2004
Merril Lynch 2003 - 2004
Skills
Customer Service, Database Administration, HTML, Internet Explorer, Features, Quality Center, Computer Hardware, Agile Methodologies, JIRA, HP Quality Center, Software Quality..., Testing, Test Cases, Scrum, SQL, Regression Testing, SDLC, Test Planning, User Acceptance Testing, QTP, Quality Assurance, Test Automation, Web Applications, System Testing, Manual Testing, HP QTP
Education
Union Catholic high school 1980 — 1984
Union County College
Criminal Justice
Synchronoss Technologies July 2015 - Present
HBO September 2011 - April 2015
CBS Interactive 2011 - 2011
Edison Learning 2010 - 2010
Origin Digital February 2009 - August 2009
MLB Advanced Media January 2006 - December 2008
JPMorgan Chase March 2005 - February 2006
2003Wave Systems Corp August 2000 - January 2005
Merrill Lynch October 2003 - September 2004
Merril Lynch 2003 - 2004
Skills
Customer Service, Database Administration, HTML, Internet Explorer, Features, Quality Center, Computer Hardware, Agile Methodologies, JIRA, HP Quality Center, Software Quality..., Testing, Test Cases, Scrum, SQL, Regression Testing, SDLC, Test Planning, User Acceptance Testing, QTP, Quality Assurance, Test Automation, Web Applications, System Testing, Manual Testing, HP QTP
Education
Union Catholic high school 1980 — 1984
Union County College
Criminal Justice
Gary Cocciolillo's Merril Lynch Experience 1995 - 2000
Job CSR at Patmedia
Industry Internet
Greg Carlucci's Merril Lynch Experience August 1996 - February 2003
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan February 2003 - Present
Merril Lynch August 1996 - February 2003
Skills
Asset Management, Banking, Business Analysis, Change Management, Equities, Finance, Fixed Income, Financial Services, Investments, Program Management, SDLC, Portfolio Management
Education
Monmouth University 1986 — 1989
MBA, Finance
Seton Hall University 1980 — 1984
BSBA, Somputer Science
JP Morgan February 2003 - Present
Merril Lynch August 1996 - February 2003
Skills
Asset Management, Banking, Business Analysis, Change Management, Equities, Finance, Fixed Income, Financial Services, Investments, Program Management, SDLC, Portfolio Management
Education
Monmouth University 1986 — 1989
MBA, Finance
Seton Hall University 1980 — 1984
BSBA, Somputer Science
Laura Ascolese's Merril Lynch Experience January 1993 - October 1995
Job Solutions Director at Creative Realities
Industry Design
Experience
Creative Realities July 2015 - Present
Creative Realities February 2015 - Present
JD Audio & Video Design, Inc. May 2014 - February 2015
Ylighting October 2012 - May 2014
Capitol Lighting February 2012 - September 2012
Assurity Design Group August 2011 - September 2012
Crestron Electronics September 2001 - January 2011
Crestron Electronics September 1998 - January 2011
Shen Milsom October 1995 - September 1998
Merril Lynch January 1993 - October 1995
Skills
AV, Trade Shows, Lighting Control, Marketing, Business Development, Sales Management, Crestron, Consumer Electronics, Lighting, Sound, CRM, Product Marketing, Electronics, Training, Negotiation, Event Planning, New Business Development, Account Management, Lighting Design, B2B, Budgets, Customer Service, Logistics, Marketing Strategy, Team Building, Product Development, Retail, Direct Sales, Customer Satisfaction, Lighting design and...
Education
University of Hartford 1989 — 1992
BA, Communications
Drexel University 1988 — 1989
Hotel Restauarant management
Northern Valley Regional Highschool 1984 — 1988
Creative Realities July 2015 - Present
Creative Realities February 2015 - Present
JD Audio & Video Design, Inc. May 2014 - February 2015
Ylighting October 2012 - May 2014
Capitol Lighting February 2012 - September 2012
Assurity Design Group August 2011 - September 2012
Crestron Electronics September 2001 - January 2011
Crestron Electronics September 1998 - January 2011
Shen Milsom October 1995 - September 1998
Merril Lynch January 1993 - October 1995
Skills
AV, Trade Shows, Lighting Control, Marketing, Business Development, Sales Management, Crestron, Consumer Electronics, Lighting, Sound, CRM, Product Marketing, Electronics, Training, Negotiation, Event Planning, New Business Development, Account Management, Lighting Design, B2B, Budgets, Customer Service, Logistics, Marketing Strategy, Team Building, Product Development, Retail, Direct Sales, Customer Satisfaction, Lighting design and...
Education
University of Hartford 1989 — 1992
BA, Communications
Drexel University 1988 — 1989
Hotel Restauarant management
Northern Valley Regional Highschool 1984 — 1988
Alok Kashyap's Merril Lynch Experience Vice PresidentCiti groupDecember 2012 - Present
Job Consultant at Bank of Newyork Melon
Industry Computer Software
Experience
Merril Lynch Vice PresidentCiti groupDecember 2012 - Present
Prime Services Credit Suisse Bank 2008 - Present
Credit Suisse 2008 - 2010
Merrill Lynch 2006 - 2007
CITI 2004 - 2007
Citigroup 2004 - 2007
J.P. Morgan 1999 - 2004
Skills
Agile Methodologies, Business Analysis, Derivatives, Equities, Fixed Income, Investment Banking, Software Project..., Trading Systems
Education
Delhi University 1983 — 1993
Merril Lynch Vice PresidentCiti groupDecember 2012 - Present
Prime Services Credit Suisse Bank 2008 - Present
Credit Suisse 2008 - 2010
Merrill Lynch 2006 - 2007
CITI 2004 - 2007
Citigroup 2004 - 2007
J.P. Morgan 1999 - 2004
Skills
Agile Methodologies, Business Analysis, Derivatives, Equities, Fixed Income, Investment Banking, Software Project..., Trading Systems
Education
Delhi University 1983 — 1993
Adi Khanna's Merril Lynch Experience October 2007 - May 2009
Job Director of Finance @ Crunchy Logistics
Industry Financial Services
Experience
Crunchy Logistics, LLC August 2010 - Present
Bank of America Merrill Lynch April 2010 - August 2010
Merril Lynch October 2007 - May 2009
Metropolitan Life Insurance Company January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Sales Management, Marketing Strategy, Strategic Planning, Business Strategy, Sales Process..., Finance System..., Bloomberg, Investments, Mergers & Acquisitions, Project Management, Financial Planning, Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
Masters In Business Administration, Finance, Entrepeneurship
University of Tampa - John H. Sykes College of Business 2002 — 2007
B.S., Finance
Crunchy Logistics, LLC August 2010 - Present
Bank of America Merrill Lynch April 2010 - August 2010
Merril Lynch October 2007 - May 2009
Metropolitan Life Insurance Company January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Sales Management, Marketing Strategy, Strategic Planning, Business Strategy, Sales Process..., Finance System..., Bloomberg, Investments, Mergers & Acquisitions, Project Management, Financial Planning, Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
Masters In Business Administration, Finance, Entrepeneurship
University of Tampa - John H. Sykes College of Business 2002 — 2007
B.S., Finance
Atul Mitra's Merril Lynch Experience January 1992 - April 1995
Job QA & Support Manager at RedCannon Security
Industry Computer & Network Security
Experience
RedCannon Security July 2005 - December 2012
RealBlocker, Inc. December 2006 - June 2009
iPolicy Networks 2000 - 2005
Digital Persona 1999 - 2000
VLSI Technology 1996 - 1999
Merril Lynch January 1992 - April 1995
Skills
Network Security, Enterprise Software, Firewalls, Security, Computer Security, Linux, Cloud Computing, Analysis, Information Security, Infrastructure, Leadership, TCP/IP, Virtualization, SaaS
Education
The Ohio State University 1982 — 1984
Jiwaji University 1979 — 1981
BSCE, Civil Engineering
Ranchi University 1976 — 1979
BSCE, Civil Engineering
RedCannon Security July 2005 - December 2012
RealBlocker, Inc. December 2006 - June 2009
iPolicy Networks 2000 - 2005
Digital Persona 1999 - 2000
VLSI Technology 1996 - 1999
Merril Lynch January 1992 - April 1995
Skills
Network Security, Enterprise Software, Firewalls, Security, Computer Security, Linux, Cloud Computing, Analysis, Information Security, Infrastructure, Leadership, TCP/IP, Virtualization, SaaS
Education
The Ohio State University 1982 — 1984
Jiwaji University 1979 — 1981
BSCE, Civil Engineering
Ranchi University 1976 — 1979
BSCE, Civil Engineering
Ed Lippman's Merril Lynch Experience April 1999 - May 2002
Job Compliance Manager Surveillance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Bank of Amerca/ Merrill Lynch July 2012 - April 2014
Bank of America/Merrill Lynch March 2008 - June 2012
Merrill Lynch May 2002 - March 2008
Merril Lynch April 1999 - May 2002
UBS/Paine Webber June 1994 - April 1999
Ladenburg, Thalmann & Co September 1992 - January 1994
Skills
Equities, Trading, FINRA, Financial Risk, Leadership, Series 7, Series 63, Securities, Bloomberg, Capital Markets, Sales, Equity Trading, Electronic Trading, Options, Series 24, Asset Managment, Financial Markets, Hedge Funds
Education
New York Institute of Technology 1988 — 1992
Bachelor of Science, Business Finance
New York Institute of Technology-Old Westbury 1988 — 1992
Finance, General
JPMorgan Chase April 2014 - Present
Bank of Amerca/ Merrill Lynch July 2012 - April 2014
Bank of America/Merrill Lynch March 2008 - June 2012
Merrill Lynch May 2002 - March 2008
Merril Lynch April 1999 - May 2002
UBS/Paine Webber June 1994 - April 1999
Ladenburg, Thalmann & Co September 1992 - January 1994
Skills
Equities, Trading, FINRA, Financial Risk, Leadership, Series 7, Series 63, Securities, Bloomberg, Capital Markets, Sales, Equity Trading, Electronic Trading, Options, Series 24, Asset Managment, Financial Markets, Hedge Funds
Education
New York Institute of Technology 1988 — 1992
Bachelor of Science, Business Finance
New York Institute of Technology-Old Westbury 1988 — 1992
Finance, General
Sidney Schwartz's Merril Lynch Experience 1973 - 1977
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase October 1980 - Present
Merril Lynch 1973 - 1977
Port authority of NY and NJ February 1970 - January 1973
Education
City University of New York-Herbert H. Lehman College 1963 — 1969
JPMorgan Chase October 1980 - Present
Merril Lynch 1973 - 1977
Port authority of NY and NJ February 1970 - January 1973
Education
City University of New York-Herbert H. Lehman College 1963 — 1969
Frank Radford's Merril Lynch Experience August 2000 - June 2006
Job Software Engineer
Industry Information Technology and Services
Experience
NYMAS 2004 - Present
DynCorp International June 2008 - December 2008
MortgageIT (subsidiary of Deutsche Bank) March 2007 - March 2008
MERRIL LYNCH August 2000 - June 2006
Columbia University January 1992 - June 1999
Taro Pharmaceuticals February 1998 - January 1999
IBM Global Services September 1997 - January 1998
NY State Society of CPAs January 1996 - May 1996
Army National Guard March 1986 - June 1994
US Army October 1982 - October 1985
Education
Columbia University 1992 — 1997
Certificate, Computer Technology Applications Program
IBM Global
Certificate, Computer Programming
New York University 1991 — 1991
Diploma, Paralegal
New York University 1990 — 1991
Diploma, Computer Programming
Fordham University 1979 — 1982
BA, Political Science
Edmonton 1974 — 1978
High School in London, English Literature and History
NYMAS 2004 - Present
DynCorp International June 2008 - December 2008
MortgageIT (subsidiary of Deutsche Bank) March 2007 - March 2008
MERRIL LYNCH August 2000 - June 2006
Columbia University January 1992 - June 1999
Taro Pharmaceuticals February 1998 - January 1999
IBM Global Services September 1997 - January 1998
NY State Society of CPAs January 1996 - May 1996
Army National Guard March 1986 - June 1994
US Army October 1982 - October 1985
Education
Columbia University 1992 — 1997
Certificate, Computer Technology Applications Program
IBM Global
Certificate, Computer Programming
New York University 1991 — 1991
Diploma, Paralegal
New York University 1990 — 1991
Diploma, Computer Programming
Fordham University 1979 — 1982
BA, Political Science
Edmonton 1974 — 1978
High School in London, English Literature and History
Blair Henkle's Merril Lynch Experience May 1991 - June 1992
Job QA Regression Lead, development SunGard
Industry Computer Software
Experience
SunGard 2003 - Present
SunGard Asset Arena 2003 - Present
HNC Software January 1997 - November 2002
Merril Lynch May 1991 - June 1992
Skills
SDLC, Requirements Analysis, Software Project..., SQL, Business Analysis, Agile Methodologies, Oracle, Software Development, Unix, User Acceptance Testing, Integration
Education
Northern Illinois University
B.S., Finance
Elmhurst College 1992 — 1993
N\A, Accounting
Northern Illinois University 1987 — 1991
Bachelor of Science, Finance
SunGard 2003 - Present
SunGard Asset Arena 2003 - Present
HNC Software January 1997 - November 2002
Merril Lynch May 1991 - June 1992
Skills
SDLC, Requirements Analysis, Software Project..., SQL, Business Analysis, Agile Methodologies, Oracle, Software Development, Unix, User Acceptance Testing, Integration
Education
Northern Illinois University
B.S., Finance
Elmhurst College 1992 — 1993
N\A, Accounting
Northern Illinois University 1987 — 1991
Bachelor of Science, Finance
Drew Champagnie's Merril Lynch Experience April 1998 - March 1999
Job Program Manager RGA
Industry Financial Services
Experience
TEK Systems on assignment at Wells Fargo September 2011 - April 2014
BJC Healthcare - Director, Planning, Design and Construction January 2009 - June 2011
BJC Healthcare - Director, Planning, Design and Construction February 2007 - January 2009
AG Edwards&Sons August 2004 - January 2007
USAA Investment Management Company July 2002 - July 2004
Merrill Lynch January 1999 - January 2002
Merril Lynch April 1998 - March 1999
Merril Lynch April 1996 - April 1998
United States Marine Corps October 1990 - January 1996
Skills
Budgets, Contract Management, Financial Analysis, Process Improvement, Project Management, Strategic Planning, Project Planning, Contract Negotiation, Risk Management, Change Management, Program Management, Accounting, Team Building, Healthcare, Asset Managment, Managerial Finance, Financial Reporting, Process Scheduler, Finance, Financial Modeling, Leadership, Management, Strategy, Business Development
Education
Maryville University of Saint Louis 2008 — 2011
MBA, Business Administration
The University of Texas at San Antonio 2001 — 2003
Bachelors, Economics
TEK Systems on assignment at Wells Fargo September 2011 - April 2014
BJC Healthcare - Director, Planning, Design and Construction January 2009 - June 2011
BJC Healthcare - Director, Planning, Design and Construction February 2007 - January 2009
AG Edwards&Sons August 2004 - January 2007
USAA Investment Management Company July 2002 - July 2004
Merrill Lynch January 1999 - January 2002
Merril Lynch April 1998 - March 1999
Merril Lynch April 1996 - April 1998
United States Marine Corps October 1990 - January 1996
Skills
Budgets, Contract Management, Financial Analysis, Process Improvement, Project Management, Strategic Planning, Project Planning, Contract Negotiation, Risk Management, Change Management, Program Management, Accounting, Team Building, Healthcare, Asset Managment, Managerial Finance, Financial Reporting, Process Scheduler, Finance, Financial Modeling, Leadership, Management, Strategy, Business Development
Education
Maryville University of Saint Louis 2008 — 2011
MBA, Business Administration
The University of Texas at San Antonio 2001 — 2003
Bachelors, Economics
Ann M. Savage, CPM's Merril Lynch Experience 1998 - 2008
Job Program Management
Industry Financial Services
Experience
SunTrust Banks, Inc. May 2011 - June 2015
Merrill Lynch June 1998 - August 2008
Merril Lynch 1998 - 2008
Skills
Project Planning, Risk Management, Strategic Planning, Securities, Wealth Management, Vendor Management, Series 7, Financial Services, Portfolio Management, Public Speaking, SDLC, Certified Project...
Education
Brookdale Community College 2009 — 2010
Certificate, Paralegal Studies
University of Phoenix 2001 — 2005
BSBM, Business Management
SunTrust Banks, Inc. May 2011 - June 2015
Merrill Lynch June 1998 - August 2008
Merril Lynch 1998 - 2008
Skills
Project Planning, Risk Management, Strategic Planning, Securities, Wealth Management, Vendor Management, Series 7, Financial Services, Portfolio Management, Public Speaking, SDLC, Certified Project...
Education
Brookdale Community College 2009 — 2010
Certificate, Paralegal Studies
University of Phoenix 2001 — 2005
BSBM, Business Management
Karn Sood's Merril Lynch Experience June 2009 - August 2009
Job Power Risk Analyst at Shell Oil Company
Industry Financial Services
Experience
Shell Oil Company August 2013 - Present
Citigroup January 2010 - July 2013
RHDC International June 2008 - December 2009
Merril Lynch June 2009 - August 2009
The Mobile Solution June 2007 - April 2008
Skills
Trading, Commodity, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Microsoft Excel, Finance, Financial Analysis, Risk Management, Analysis, Financial Risk, Accounting, Derivatives, Credit Analysis, Investments, Corporate Finance, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance
Houston Baptist University - College of Business and Economics 2007 — 2009
Houston Baptist University
Bachelor, Business Administration; Business Administration Finance
Shell Oil Company August 2013 - Present
Citigroup January 2010 - July 2013
RHDC International June 2008 - December 2009
Merril Lynch June 2009 - August 2009
The Mobile Solution June 2007 - April 2008
Skills
Trading, Commodity, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Microsoft Excel, Finance, Financial Analysis, Risk Management, Analysis, Financial Risk, Accounting, Derivatives, Credit Analysis, Investments, Corporate Finance, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master, Finance
Houston Baptist University - College of Business and Economics 2007 — 2009
Houston Baptist University
Bachelor, Business Administration; Business Administration Finance
Sal Vassallo's Merril Lynch Experience January 1983 - January 2009
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merril Lynch January 1983 - January 2009
Merrril Lynch - Bank of America January 1983 - January 2009
Merrill Lynch 1983 - 2009
Skills
Fixed Income, Equities, Securities, Portfolio Management
Education
Delaware Technical and Community College-Stanton-Wilmington 2010 — 2010
Certification, Pharmacy Technician/Assistant
Saint John's University 1977 — 1982
B.S., Marketing/Management
Merril Lynch January 1983 - January 2009
Merrril Lynch - Bank of America January 1983 - January 2009
Merrill Lynch 1983 - 2009
Skills
Fixed Income, Equities, Securities, Portfolio Management
Education
Delaware Technical and Community College-Stanton-Wilmington 2010 — 2010
Certification, Pharmacy Technician/Assistant
Saint John's University 1977 — 1982
B.S., Marketing/Management
Vincent Milich's Merril Lynch Experience 1980 - 1982
Job Vice President & Director at Hay Group
Industry Human Resources
Experience
Hay Group 1987 - Present
Altria 1982 - 1987
Philip Morris 1982 - 1987
Merril Lynch 1980 - 1982
Skills
Leadership Development, Organizational Design, Employee Engagement, Talent Management, Organizational..., career development, compensation, Job Evaluation, Incentive Pay, Job Descriptions, Deferred Compensation, Management Consulting, Incentives, Human Resources, HRIS, Recruiting, Strategy
Education
Cornell University 1988 — 1990
MSILR, Human Resources
Harvard University Graduate School of Education 1981 — 1983
EdM, Professional Development
Stony Brook University 1976 — 1980
BA, Psychology
Hay Group 1987 - Present
Altria 1982 - 1987
Philip Morris 1982 - 1987
Merril Lynch 1980 - 1982
Skills
Leadership Development, Organizational Design, Employee Engagement, Talent Management, Organizational..., career development, compensation, Job Evaluation, Incentive Pay, Job Descriptions, Deferred Compensation, Management Consulting, Incentives, Human Resources, HRIS, Recruiting, Strategy
Education
Cornell University 1988 — 1990
MSILR, Human Resources
Harvard University Graduate School of Education 1981 — 1983
EdM, Professional Development
Stony Brook University 1976 — 1980
BA, Psychology
Adam Aburub's Merril Lynch Experience 1997 - 2000
Job Managing Director at NuTek Solutions
Industry Financial Services
Experience
NuTek Solutions Data Arch ConsultantJohnson & Johnson2008 - 2008
JP Morgan 2002 - 2004
Merrill Lynch Investment Managers 1997 - 2001
Merril Lynch 1997 - 2000
Education
Oklahoma State University 1983 — 1987
BS, Management Science and Computer Systems
NuTek Solutions Data Arch ConsultantJohnson & Johnson2008 - 2008
JP Morgan 2002 - 2004
Merrill Lynch Investment Managers 1997 - 2001
Merril Lynch 1997 - 2000
Education
Oklahoma State University 1983 — 1987
BS, Management Science and Computer Systems
Robert Koenigsberger's Merril Lynch Experience 1991 - 1995
Job Managing Partner at Gramercy Funds Management, LLC
Industry Financial Services
Experience
Gramercy Funds Management June 1998 - Present
Lehman Brothers March 1995 - May 1998
Merril Lynch 1991 - 1995
Education
University of Pennsylvania - The Lauder Institute 1991 — 1993
Master of Business Administration (M.B.A.), Finance/International Studies
University of California, San Diego 1983 — 1987
BA, Political Sciene/HIstory (Latin America)
Gramercy Funds Management June 1998 - Present
Lehman Brothers March 1995 - May 1998
Merril Lynch 1991 - 1995
Education
University of Pennsylvania - The Lauder Institute 1991 — 1993
Master of Business Administration (M.B.A.), Finance/International Studies
University of California, San Diego 1983 — 1987
BA, Political Sciene/HIstory (Latin America)
Ramana Bondugula's Merril Lynch Experience 1996 - 1997
Job Vice President at Lazard Asset Management
Industry Information Technology and Services
Experience
Lazard Asset Management September 2003 - Present
JP Morgan Chase 2002 - 2003
Brown Brothers Harriman - Private Bank/Financial 2000 - 2001
Merril Lynch 1996 - 1997
AT&T Bell Labs 1991 - 1993
Skills
Trading Systems, Asset Management, Equities, Fixed Income, Portfolio Management, SQL, Market Data, Trading, Sybase, Order Management, Unix, Perl, Solaris, Software Development, Wealth Management, Compliance, Web Services, C++, Asset Managment, Equity Derivatives
Education
New Jersey Institute of Technology 1988 — 1991
MS, Computer Sciences
Osmania University 1983 — 1987
Bachelor of Engineering, Civil Engineering
St. Joseph's Junior College, Hyderabad, India 1981 — 1983
Math, Physics, Chemistry, Language arts
Little Flower High School, Hyderabad, India 1969 — 1981
SSC
Lazard Asset Management September 2003 - Present
JP Morgan Chase 2002 - 2003
Brown Brothers Harriman - Private Bank/Financial 2000 - 2001
Merril Lynch 1996 - 1997
AT&T Bell Labs 1991 - 1993
Skills
Trading Systems, Asset Management, Equities, Fixed Income, Portfolio Management, SQL, Market Data, Trading, Sybase, Order Management, Unix, Perl, Solaris, Software Development, Wealth Management, Compliance, Web Services, C++, Asset Managment, Equity Derivatives
Education
New Jersey Institute of Technology 1988 — 1991
MS, Computer Sciences
Osmania University 1983 — 1987
Bachelor of Engineering, Civil Engineering
St. Joseph's Junior College, Hyderabad, India 1981 — 1983
Math, Physics, Chemistry, Language arts
Little Flower High School, Hyderabad, India 1969 — 1981
SSC
Andy Lauro's Merril Lynch Experience July 1996 - February 2009
Job Director at Bank of America
Industry Real Estate
Experience
Bank of America February 2009 - Present
Saving Ellis Island 2009 - Present
None February 2009 - September 2009
NA February 2009 - March 2009
Merril Lynch July 1996 - February 2009
Merrill Lynch July 1966 - February 2009
Bank Of America July 1966 - February 2009
Unemployed 1966 - February 2009
Education
City University of New York 1970 — 1972
Associates, business
Ft.Hamilton High School 1963 — 1966
Academic, academic
Bank of America February 2009 - Present
Saving Ellis Island 2009 - Present
None February 2009 - September 2009
NA February 2009 - March 2009
Merril Lynch July 1996 - February 2009
Merrill Lynch July 1966 - February 2009
Bank Of America July 1966 - February 2009
Unemployed 1966 - February 2009
Education
City University of New York 1970 — 1972
Associates, business
Ft.Hamilton High School 1963 — 1966
Academic, academic
Brenda Rossi's Merril Lynch Experience 1997 - 2001
Job Speaker, Trainer, Coach at John C. Maxwell
Industry Nonprofit Organization Management
Experience
WOMEN Unlimited, Inc., The Women's Organization for Mentoring, Education and Networking June 2015 - Present
New Life Church August 2013 - Present
John C. Maxwell February 2013 - Present
Home February 2003 - Present
Merril Lynch 1997 - 2001
PaineWebber 1994 - 1997
Skills
Event Planning, Public Speaking, Leadership, Administrative..., Human Resources, Coaching, Team Management, Customer Service, Training, Investments, Operations Management, Problem Solving, Fundraising, Organizational..., Presentations, Team Building, Great Motivator, Strategic Negotiations, Collaborative Leadership, Employee Relations, Employee Training, Personal Development, Organizational..., Performance Management, Management, Strategic Planning, Nonprofits, Event Management, Program Development, Marketing, Budgets, Change Management, Social Networking, Team Leadership, Social Media, Public Relations, Teaching, Personnel Management, Social Media Marketing, Marketing Communications, Leadership Development
Education
St. Mary's College of California 2010 — 2012
Bachelor of Arts (B.A.), Leadership and Organizational Studies
California State University-Chico 1979 — 1983
Finance, General
WOMEN Unlimited, Inc., The Women's Organization for Mentoring, Education and Networking June 2015 - Present
New Life Church August 2013 - Present
John C. Maxwell February 2013 - Present
Home February 2003 - Present
Merril Lynch 1997 - 2001
PaineWebber 1994 - 1997
Skills
Event Planning, Public Speaking, Leadership, Administrative..., Human Resources, Coaching, Team Management, Customer Service, Training, Investments, Operations Management, Problem Solving, Fundraising, Organizational..., Presentations, Team Building, Great Motivator, Strategic Negotiations, Collaborative Leadership, Employee Relations, Employee Training, Personal Development, Organizational..., Performance Management, Management, Strategic Planning, Nonprofits, Event Management, Program Development, Marketing, Budgets, Change Management, Social Networking, Team Leadership, Social Media, Public Relations, Teaching, Personnel Management, Social Media Marketing, Marketing Communications, Leadership Development
Education
St. Mary's College of California 2010 — 2012
Bachelor of Arts (B.A.), Leadership and Organizational Studies
California State University-Chico 1979 — 1983
Finance, General
Ralph Alexander's Merril Lynch Experience April 2003 - October 2005
Job Regulatory Oversight Principal
Industry Insurance
Experience
TIAA-CREF February 2006 - Present
Merril Lynch April 2003 - October 2005
Guardian Life Insurance Company 1994 - 2002
Guardian Life Insurance Company July 1998 - January 1999
Guardian Life Insurance Company June 1996 - June 1998
Guardian Life Insurance Company August 1994 - May 1996
Prudential Mutual Fund Services January 1990 - August 1994
Skills
Portfolio Management, Pensions, Investments, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Insurance, Fixed Annuities, Strategic Financial...
Education
Seton Hall University 1973 — 1976
BS, Business/Marketing
TIAA-CREF February 2006 - Present
Merril Lynch April 2003 - October 2005
Guardian Life Insurance Company 1994 - 2002
Guardian Life Insurance Company July 1998 - January 1999
Guardian Life Insurance Company June 1996 - June 1998
Guardian Life Insurance Company August 1994 - May 1996
Prudential Mutual Fund Services January 1990 - August 1994
Skills
Portfolio Management, Pensions, Investments, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Insurance, Fixed Annuities, Strategic Financial...
Education
Seton Hall University 1973 — 1976
BS, Business/Marketing
Alberto Branco's Merril Lynch Experience 2008 - 2009
Job Outside property claim professional
Industry Insurance
Experience
Travelers July 2013 - Present
Travelers July 2012 - July 2013
Travelers Insurance January 2009 - July 2012
Merril Lynch 2008 - 2009
Sherwin Williams 1999 - 2007
Skills
Insurance, Casualty, Customer Service, Legal Liability, General Insurance, Claim, Claims Management, Property & Casualty..., Commercial Insurance, Liability, Microsoft Office, Workers Compensation, Adjustments, Professional Liability, Casualty Insurance, Property Claims, Underwriting
Education
Bloomfield College 2003 — 2007
BA, Business Management
Travelers July 2013 - Present
Travelers July 2012 - July 2013
Travelers Insurance January 2009 - July 2012
Merril Lynch 2008 - 2009
Sherwin Williams 1999 - 2007
Skills
Insurance, Casualty, Customer Service, Legal Liability, General Insurance, Claim, Claims Management, Property & Casualty..., Commercial Insurance, Liability, Microsoft Office, Workers Compensation, Adjustments, Professional Liability, Casualty Insurance, Property Claims, Underwriting
Education
Bloomfield College 2003 — 2007
BA, Business Management
Troy Caffey's Merril Lynch Experience May 1995 - April 1996
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services October 2004 - Present
WM Financial Services September 1998 - October 2004
Caffey Trading April 1997 - December 1998
Merril Lynch May 1995 - April 1996
Bank of America Investment Services October 1991 - April 1995
Education
The University of Texas at Austin 1984 — 1989
Economics, Finance
Sam Rayburn
Ameriprise Financial Services October 2004 - Present
WM Financial Services September 1998 - October 2004
Caffey Trading April 1997 - December 1998
Merril Lynch May 1995 - April 1996
Bank of America Investment Services October 1991 - April 1995
Education
The University of Texas at Austin 1984 — 1989
Economics, Finance
Sam Rayburn
David McClurg's Merril Lynch Experience August 1973 - January 1976
Job President at McClurg Capital Corporation
Industry Investment Management
Experience
McClurg Capital Corporation June 1985 - Present
Birr Wilson & Co. January 1976 - June 1985
Merril Lynch August 1973 - January 1976
Education
California State University-Sacramento 1967 — 1971
BA, Sociology, business, economics
University of Santa Clara, Leavey Graduate School of Business
Accounting
McClurg Capital Corporation June 1985 - Present
Birr Wilson & Co. January 1976 - June 1985
Merril Lynch August 1973 - January 1976
Education
California State University-Sacramento 1967 — 1971
BA, Sociology, business, economics
University of Santa Clara, Leavey Graduate School of Business
Accounting
Michael Curti's Merril Lynch Experience July 1974 - March 1980
Job PresidentCurti & Associates
Industry Financial Services
Experience
Curti & Associates August 2010 - Present
National City Bank April 2008 - April 2010
Professional Planners May 2002 - February 2008
Morgan Stanley September 2001 - May 2002
Oppenheimer December 1996 - August 2001
Bank of America (Security Pacific) June 1985 - December 1996
Marine Midland Bank June 1983 - August 1985
Spear Leeds & Kellogg March 1980 - June 1983
Merril Lynch July 1974 - March 1980
Skills
Fixed Annuities, Management, Bonds, Small Business, Investments, Securities, Customer Service, Banking
Education
City University of New York-Brooklyn College 1974 — 1984
No, Liberal Arts and Sciences/Liberal Studies
Curti & Associates August 2010 - Present
National City Bank April 2008 - April 2010
Professional Planners May 2002 - February 2008
Morgan Stanley September 2001 - May 2002
Oppenheimer December 1996 - August 2001
Bank of America (Security Pacific) June 1985 - December 1996
Marine Midland Bank June 1983 - August 1985
Spear Leeds & Kellogg March 1980 - June 1983
Merril Lynch July 1974 - March 1980
Skills
Fixed Annuities, Management, Bonds, Small Business, Investments, Securities, Customer Service, Banking
Education
City University of New York-Brooklyn College 1974 — 1984
No, Liberal Arts and Sciences/Liberal Studies
Muzzy Jackson's Merril Lynch Experience August 2010 - Present
Job Financial Advisor at Merril Lynch
Industry Financial Services
Experience
Merril Lynch August 2010 - Present
Arizona Diamondbacks December 2007 - October 2010
Kansas City Royals August 1999 - October 2007
Cincinnati Reds January 1998 - August 1999
Kansas City Royals January 1993 - December 1997
NCAA September 1992 - December 1992
Chicago White Sox June 1990 - March 1991
Skills
Scouting, Player Development, Baseball, Sports Management, Sports Marketing, Sports, Athletics, Professional Sports, Sponsorship, Event Management, Sports Writing, Event Planning, Sports Industry, Coaching, Finance, Insurance
Education
East Stroudsburg University of Pennsylvania 1991 — 1992
M. Ed, Sports Administration
Mercer University 1987 — 1991
B.S., Engineering - Industrial Aministration
Merril Lynch August 2010 - Present
Arizona Diamondbacks December 2007 - October 2010
Kansas City Royals August 1999 - October 2007
Cincinnati Reds January 1998 - August 1999
Kansas City Royals January 1993 - December 1997
NCAA September 1992 - December 1992
Chicago White Sox June 1990 - March 1991
Skills
Scouting, Player Development, Baseball, Sports Management, Sports Marketing, Sports, Athletics, Professional Sports, Sponsorship, Event Management, Sports Writing, Event Planning, Sports Industry, Coaching, Finance, Insurance
Education
East Stroudsburg University of Pennsylvania 1991 — 1992
M. Ed, Sports Administration
Mercer University 1987 — 1991
B.S., Engineering - Industrial Aministration
Sudheer Kolluru's Merril Lynch Experience February 2004 - December 2005
Job Business Systems Lead Consultant at Google
Industry Information Technology and Services
Experience
Google June 2011 - Present
Openwave December 2010 - June 2011
Google April 2010 - December 2010
Princess Cruises 2005 - April 2010
Merril Lynch February 2004 - December 2005
Premier IT Solutions 2002 - 2004
Skills
Oracle E-Business Suite, SDLC, Business Analysis, Oracle, PL/SQL, Requirements Analysis, ERP, Business Intelligence, Oracle Applications, Oracle Reports, Oracle Financial, Oracle HR, Vendor Management, Oracle Discoverer, Business Process, oracle forms, Workflow, Oracle functional, Markview, Salesforce Administrator, Salesforce.com, Project Management
Education
Acharya Nagarjuna University
B.Tech
Western Michigan University
MS
Google June 2011 - Present
Openwave December 2010 - June 2011
Google April 2010 - December 2010
Princess Cruises 2005 - April 2010
Merril Lynch February 2004 - December 2005
Premier IT Solutions 2002 - 2004
Skills
Oracle E-Business Suite, SDLC, Business Analysis, Oracle, PL/SQL, Requirements Analysis, ERP, Business Intelligence, Oracle Applications, Oracle Reports, Oracle Financial, Oracle HR, Vendor Management, Oracle Discoverer, Business Process, oracle forms, Workflow, Oracle functional, Markview, Salesforce Administrator, Salesforce.com, Project Management
Education
Acharya Nagarjuna University
B.Tech
Western Michigan University
MS
Anitha Prabhu's Merril Lynch Experience June 2005 - July 2005
Job Product Manager Advanced Financials at AFS Technologies Inc.
Industry Computer Software
Experience
AFS Technologies Inc. March 2013 - Present
AFS Technologies Inc. August 2010 - Present
AFS Technologies Inc. July 2005 - July 2010
Merril Lynch June 2005 - July 2005
Infosys December 2003 - March 2004
Kamath & Rau, Chartered Accountants July 1999 - September 2002
Skills
Accounting, Software Project..., Supply Chain Management, Data Analysis, Business Intelligence, Business Analysis, Product Management, Product Development, Analytics, Finance, Process Improvement, Financial Analysis, Pre-sales, CRM, Auditing, Visio, ERP, Sales, Integration, Business Development, Cloud Computing, Forecasting, SQL
Education
AICPA 2005 — 2005
CPA, Accounting
Mesa Community College 2005 — 2005
Finance
The Institute of Chartered Accountants of India 1999 — 2003
ACA, Accounting and Related Services
Mangalore University 1998 — 2002
Bachelor of Commerce (BCom)
AFS Technologies Inc. March 2013 - Present
AFS Technologies Inc. August 2010 - Present
AFS Technologies Inc. July 2005 - July 2010
Merril Lynch June 2005 - July 2005
Infosys December 2003 - March 2004
Kamath & Rau, Chartered Accountants July 1999 - September 2002
Skills
Accounting, Software Project..., Supply Chain Management, Data Analysis, Business Intelligence, Business Analysis, Product Management, Product Development, Analytics, Finance, Process Improvement, Financial Analysis, Pre-sales, CRM, Auditing, Visio, ERP, Sales, Integration, Business Development, Cloud Computing, Forecasting, SQL
Education
AICPA 2005 — 2005
CPA, Accounting
Mesa Community College 2005 — 2005
Finance
The Institute of Chartered Accountants of India 1999 — 2003
ACA, Accounting and Related Services
Mangalore University 1998 — 2002
Bachelor of Commerce (BCom)
Steven Bussey's Merril Lynch Experience April 2006 - April 2008
Job Managing Director, Alvarez & Marsal
Industry Hospital & Health Care
Experience
Alvarez & Marsal April 2010 - Present
Harlem United Communty AIDS Center,Inc January 2011 - January 2015
Apyrous Capital June 2008 - December 2009
Merril Lynch April 2006 - April 2008
Credit Suisse September 2003 - April 2006
Skills
Business Development, Capital Markets, Corporate Finance, Due Diligence, Entrepreneurship, Financial Modeling, Hedge Funds, Investment Banking, Management, Management Consulting, Mergers, Private Equity, Valuation, Venture Capital, Corporate Development
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance and Entrepreneurship
University of Pennsylvania 1985 — 1989
BA, Economics
Alvarez & Marsal April 2010 - Present
Harlem United Communty AIDS Center,Inc January 2011 - January 2015
Apyrous Capital June 2008 - December 2009
Merril Lynch April 2006 - April 2008
Credit Suisse September 2003 - April 2006
Skills
Business Development, Capital Markets, Corporate Finance, Due Diligence, Entrepreneurship, Financial Modeling, Hedge Funds, Investment Banking, Management, Management Consulting, Mergers, Private Equity, Valuation, Venture Capital, Corporate Development
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance and Entrepreneurship
University of Pennsylvania 1985 — 1989
BA, Economics
Gregory Viejo's Merril Lynch Experience March 2000 - February 2002
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2011 - Present
JP Morgan January 2010 - June 2011
Citi Private Bank February 2002 - December 2009
Merril Lynch March 2000 - February 2002
Bank of America January 1995 - March 2000
Education
Belen
Florida International University - College of Business Administration
BBA
University of Miami - School of Business
MBA
Wells Fargo June 2011 - Present
JP Morgan January 2010 - June 2011
Citi Private Bank February 2002 - December 2009
Merril Lynch March 2000 - February 2002
Bank of America January 1995 - March 2000
Education
Belen
Florida International University - College of Business Administration
BBA
University of Miami - School of Business
MBA
Miriam Reynoso's Merril Lynch Experience June 2008 - August 2008
Job Relationship Banker
Industry Higher Education
Experience
JP Morgan Chase Bank, N.A May 2011 - Present
Merril Lynch June 2008 - August 2008
College Newman Library November 2005 - May 2008
Avon Company January 2007 - February 2008
Enterprise: Fantasy Gifts September 2002 - June 2004
Baruch College Technology Lab 2004 - 2004
JP Morgan Chase July 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Word, Accounts Payable, Accounting, Finance, Account Reconciliation, Spanish, Spreadsheets, Banking, Marketing
Education
BARUCH COLLEGE / City University of New York (CUNY) 2004 — 2010
Bachelor, Business Administration; Finance and Investments
Baruch College, City University of New York (CUNY) 2004 — 2010
BBA, FINANCE AND INVESTMENTS
JP Morgan Chase Bank, N.A May 2011 - Present
Merril Lynch June 2008 - August 2008
College Newman Library November 2005 - May 2008
Avon Company January 2007 - February 2008
Enterprise: Fantasy Gifts September 2002 - June 2004
Baruch College Technology Lab 2004 - 2004
JP Morgan Chase July 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Word, Accounts Payable, Accounting, Finance, Account Reconciliation, Spanish, Spreadsheets, Banking, Marketing
Education
BARUCH COLLEGE / City University of New York (CUNY) 2004 — 2010
Bachelor, Business Administration; Finance and Investments
Baruch College, City University of New York (CUNY) 2004 — 2010
BBA, FINANCE AND INVESTMENTS
Julia Heredia-Faustor's Merril Lynch Experience February 2010 - May 2010
Job Administrative Assistant at The Green Fashion Florist & Nursery
Industry Retail
Experience
The Green Fashion Florist & Nursery September 2012 - Present
DeVincenzi Metal Products, Inc July 2010 - September 2012
Merril Lynch February 2010 - May 2010
The Point Break Café October 2008 - May 2010
The Green Fashion Nursery September 2005 - August 2009
Point Loma's Love Works May 2009 - June 2009
Skills
Marketing, Customer Service, Management, Microsoft Office, Microsoft Word, Time Management, Teamwork, Finance, PowerPoint, Event Management
Education
Point Loma Nazarene University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Small Business Administration/Management
Point Loma Nazarene University 2006 — 2010
Bachelors of Arts, Business Administration
The Green Fashion Florist & Nursery September 2012 - Present
DeVincenzi Metal Products, Inc July 2010 - September 2012
Merril Lynch February 2010 - May 2010
The Point Break Café October 2008 - May 2010
The Green Fashion Nursery September 2005 - August 2009
Point Loma's Love Works May 2009 - June 2009
Skills
Marketing, Customer Service, Management, Microsoft Office, Microsoft Word, Time Management, Teamwork, Finance, PowerPoint, Event Management
Education
Point Loma Nazarene University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Small Business Administration/Management
Point Loma Nazarene University 2006 — 2010
Bachelors of Arts, Business Administration
Donna Rafano's Merril Lynch Experience February 2004 - July 2006
Job Account Executive / Project Manager
Industry Marketing and Advertising
Experience
Executive Creative Solutions April 2011 - September 2011
New Jersey Motor Vehicle Commission October 2006 - June 2010
Merril Lynch February 2004 - July 2006
Education
University of Delaware
Bachelor of Science, Graphic Design and Advertsing
Executive Creative Solutions April 2011 - September 2011
New Jersey Motor Vehicle Commission October 2006 - June 2010
Merril Lynch February 2004 - July 2006
Education
University of Delaware
Bachelor of Science, Graphic Design and Advertsing
John F. Smith's Merril Lynch Experience January 2000 - June 2010
Job Senior Vice President at Bank of America Investments
Industry Financial Services
Experience
Bank of America July 2010 - Present
Merril Lynch January 2000 - June 2010
American Express Financial January 1994 - December 1999
Education
Penn State University
MBA, Finance
The University of Chicago
BS, Business Administration
Bank of America July 2010 - Present
Merril Lynch January 2000 - June 2010
American Express Financial January 1994 - December 1999
Education
Penn State University
MBA, Finance
The University of Chicago
BS, Business Administration
Trisha McGivern's Merril Lynch Experience March 1990 - October 1995
Job New Business Relationship Manager AssetMark Trust
Industry Financial Services
Experience
AssetMark Trust May 2011 - Present
Charles Schwab Advisor Services November 1999 - March 2011
Charles Schwab Institutional October 1995 - November 1999
Merril Lynch March 1990 - October 1995
Merrill lynch March 1986 - October 1989
Skills
Financial Services, Business Development, Investments, Management, Relationship Management, Sales, Sales Operations
Education
St. Catherine University 2005 — 2012
pending, Communications/Writing Intensive
St Marys Jr College 1978 — 1980
AA, Special Education
AssetMark Trust May 2011 - Present
Charles Schwab Advisor Services November 1999 - March 2011
Charles Schwab Institutional October 1995 - November 1999
Merril Lynch March 1990 - October 1995
Merrill lynch March 1986 - October 1989
Skills
Financial Services, Business Development, Investments, Management, Relationship Management, Sales, Sales Operations
Education
St. Catherine University 2005 — 2012
pending, Communications/Writing Intensive
St Marys Jr College 1978 — 1980
AA, Special Education
Michael Ondeck, Esq.'s Merril Lynch Experience September 2007 - December 2007
Job .
Industry Legal Services
Experience
Montgomery County District Court June 2013 - September 2013
Warnken, LLC September 2012 - December 2012
Wells Fargo January 2011 - February 2012
Wells Fargo Financial October 2009 - December 2010
Wells Fargo Financial July 2008 - October 2009
Law Offices of Cynthia B. Malament, P.A. January 2008 - May 2008
Merril Lynch September 2007 - December 2007
Skills
Microsoft Excel, Customer Service, Management, Microsoft Office, Microsoft Word, PowerPoint, Litigation, Public Speaking, Social Media
Education
University of Baltimore School of Law 2011 — 2014
Juris Doctor (J.D.)
Montgomery County District Court June 2013 - September 2013
Warnken, LLC September 2012 - December 2012
Wells Fargo January 2011 - February 2012
Wells Fargo Financial October 2009 - December 2010
Wells Fargo Financial July 2008 - October 2009
Law Offices of Cynthia B. Malament, P.A. January 2008 - May 2008
Merril Lynch September 2007 - December 2007
Skills
Microsoft Excel, Customer Service, Management, Microsoft Office, Microsoft Word, PowerPoint, Litigation, Public Speaking, Social Media
Education
University of Baltimore School of Law 2011 — 2014
Juris Doctor (J.D.)
robert r latronica sr's Merril Lynch Experience February 1982 - March 1984
Job The Latronica Law Firm
Industry Legal Services
Experience
Group coverage inc August 1982 - Present
Shearson lehman 1985 - 1990
Merril Lynch February 1982 - March 1984
Skills
financial services, Investment Banking
Education
Brooklyn College 1958 — 1962
BS, Economics
richmond hill high school 1954 — 1958
Group coverage inc August 1982 - Present
Shearson lehman 1985 - 1990
Merril Lynch February 1982 - March 1984
Skills
financial services, Investment Banking
Education
Brooklyn College 1958 — 1962
BS, Economics
richmond hill high school 1954 — 1958
William Nemeth's Merril Lynch Experience February 1984 - December 1985
Job Fixed Income OperationsSeeking New Opportunity
Industry Financial Services
Experience
UBS Investment Bank May 2007 - March 2013
UBS Investment Bank January 2000 - May 2007
Paine Webber January 1990 - December 1999
Paine Webber January 1986 - January 1999
Merril Lynch February 1984 - December 1985
Skills
Investment Banking, Management, Risk Management, Business Analysis, Fixed Income, Operations Management, Equities, Change Management, Financial Analysis, Operational Risk, Project Management, Analysis, Vendor Management, Anti Money Laundering, Internal Fraud Awareness, Angency MBS, Enhance Client Services, Trade Compliance, Trade Capture/Support, Bloomberg Terminal, Electronic Trading, Middle Office, Back Office, Internal Controls, Collateral Management, Settlement, FINRA, System Testing, CMBS, P&L, Financial Services, Prime Brokerage, Securitization, Agency MBS, ABS
Education
Middlesex County College
Associate's degree
UBS Investment Bank May 2007 - March 2013
UBS Investment Bank January 2000 - May 2007
Paine Webber January 1990 - December 1999
Paine Webber January 1986 - January 1999
Merril Lynch February 1984 - December 1985
Skills
Investment Banking, Management, Risk Management, Business Analysis, Fixed Income, Operations Management, Equities, Change Management, Financial Analysis, Operational Risk, Project Management, Analysis, Vendor Management, Anti Money Laundering, Internal Fraud Awareness, Angency MBS, Enhance Client Services, Trade Compliance, Trade Capture/Support, Bloomberg Terminal, Electronic Trading, Middle Office, Back Office, Internal Controls, Collateral Management, Settlement, FINRA, System Testing, CMBS, P&L, Financial Services, Prime Brokerage, Securitization, Agency MBS, ABS
Education
Middlesex County College
Associate's degree
Anthony Wyan's Merril Lynch Experience March 1969 - October 2002
Job VP Market DataWORLDWIDE EXPERT
Industry Financial Services
Experience
RETIRED VP MERRILL LYNCH March 2002 - Present
merril lynch March 1969 - October 2002
Skills
MARKET DATA ANALYSIS, Business Analysis, Strategy, Product Management, CRM, Business Intelligence, Contract Negotiation, Sales, Vendor Management, Risk Management, Financial Services, Banking, Outsourcing, Program Management
Education
State University of New York at Albany 1980 — 1984
sociology/education double major, Economics
RETIRED VP MERRILL LYNCH March 2002 - Present
merril lynch March 1969 - October 2002
Skills
MARKET DATA ANALYSIS, Business Analysis, Strategy, Product Management, CRM, Business Intelligence, Contract Negotiation, Sales, Vendor Management, Risk Management, Financial Services, Banking, Outsourcing, Program Management
Education
State University of New York at Albany 1980 — 1984
sociology/education double major, Economics
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank