Merrill 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. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Linda Grady Linda Grady's Merrill Lynch Experience November 2011 - December 2013
Job Relationship Banker at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA August 2015 - Present
Women in Aviation Oshkosh 2011 - Present
Women in Aviation Oshkosh 2011 - Present
Association for Women Lawyers September 2014 - August 2015
Clearpath Financial Partners August 2014 - August 2015
The Strategic Financial Alliance January 2014 - August 2015
Association for Women Lawyers October 2013 - September 2014
Merrill Lynch November 2011 - December 2013
Association for Women Lawyers 2010 - 2012
Prudential Financial June 2009 - August 2011
Education
Hamline University School of Law 1985 — 1988
JD, Law
University of Wisconsin-Madison 1982 — 1984
BA, French/International Relations
Hartford Union High School
JP Morgan Chase Bank, NA August 2015 - Present
Women in Aviation Oshkosh 2011 - Present
Women in Aviation Oshkosh 2011 - Present
Association for Women Lawyers September 2014 - August 2015
Clearpath Financial Partners August 2014 - August 2015
The Strategic Financial Alliance January 2014 - August 2015
Association for Women Lawyers October 2013 - September 2014
Merrill Lynch November 2011 - December 2013
Association for Women Lawyers 2010 - 2012
Prudential Financial June 2009 - August 2011
Education
Hamline University School of Law 1985 — 1988
JD, Law
University of Wisconsin-Madison 1982 — 1984
BA, French/International Relations
Hartford Union High School
Conor Collins Conor Collins's Merrill Lynch Experience September 2012 - December 2012
Job Investment Management Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2014 - Present
Hamilton College August 2013 - June 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stata, Statistics, Critical Thinking, Higher Education
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Biology, Hispanic Studies
FactSet July 2014 - Present
Hamilton College August 2013 - June 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stata, Statistics, Critical Thinking, Higher Education
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Biology, Hispanic Studies
Faton Begolli Faton Begolli's Merrill Lynch Experience July 2013 - Present
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
HillFresh Holdings Inc. April 2011 - Present
Merrill Lynch June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Putnam Investments June 2011 - August 2011
Hamilton College Writing Center August 2010 - May 2011
Suffolk Construction June 2010 - August 2010
Exclusive Valet May 2009 - August 2009
Rite Aid June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Equity Research, Market Research, Research, Marketing Strategy, Management, Efficiency, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Outlook, Small Business, Investments, Entrepreneurship
Education
Hamilton College 2009 — 2013
B.A., Economics
Revere High School 2005 — 2009
High School
Merrill Lynch July 2013 - Present
HillFresh Holdings Inc. April 2011 - Present
Merrill Lynch June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Putnam Investments June 2011 - August 2011
Hamilton College Writing Center August 2010 - May 2011
Suffolk Construction June 2010 - August 2010
Exclusive Valet May 2009 - August 2009
Rite Aid June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Equity Research, Market Research, Research, Marketing Strategy, Management, Efficiency, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Outlook, Small Business, Investments, Entrepreneurship
Education
Hamilton College 2009 — 2013
B.A., Economics
Revere High School 2005 — 2009
High School
Nirav Shah Nirav Shah's Merrill Lynch Experience July 2003 - June 2004
Job Sr. Software Engineer/Tech Lead
Industry Information Technology and Services
Experience
eBay Inc October 2010 - Present
Comcast 2015 - 2015
PNC January 2010 - October 2010
Tata Consultancy Services July 2003 - October 2010
Enbridge Pipelines January 2009 - December 2009
Canrig Drilling Technology Ltd. February 2006 - December 2008
New World Mobility June 2004 - January 2006
Merrill Lynch July 2003 - June 2004
Cyberthink Infotech June 2000 - June 2003
Skills
Java Enterprise Edition, Java, Hibernate, Agile Methodologies, Spring, Core Java, Struts, Eclipse, Tomcat, Oracle, Weblogic, JSON, REST, Web Services, J2EE Application..., JPA, EJB, SOA, JavaScript, JDBC, Maven, Spring Framework, Subversion, SOAP, MySQL, JMS, J2EE, Ant, JUnit, AJAX, JBoss Application Server, Java Enterprise..., Provisioning, Test Automation, Enfinity Studio, iBatis, OpenStack, Virtualization, VirtualBox, Puppet, Intershop, Hadoop, MapReduce
Education
Gujarat University 1996 — 2000
Bachelor of Engineering, Instrumentation and Control
L.D College of Engineering - Ahmedabad 1996 — 2000
B.E., Instrumentation & Control
Diwan Ballubhai Higher Secondary School 1994 — 1996
HSC, Science
eBay Inc October 2010 - Present
Comcast 2015 - 2015
PNC January 2010 - October 2010
Tata Consultancy Services July 2003 - October 2010
Enbridge Pipelines January 2009 - December 2009
Canrig Drilling Technology Ltd. February 2006 - December 2008
New World Mobility June 2004 - January 2006
Merrill Lynch July 2003 - June 2004
Cyberthink Infotech June 2000 - June 2003
Skills
Java Enterprise Edition, Java, Hibernate, Agile Methodologies, Spring, Core Java, Struts, Eclipse, Tomcat, Oracle, Weblogic, JSON, REST, Web Services, J2EE Application..., JPA, EJB, SOA, JavaScript, JDBC, Maven, Spring Framework, Subversion, SOAP, MySQL, JMS, J2EE, Ant, JUnit, AJAX, JBoss Application Server, Java Enterprise..., Provisioning, Test Automation, Enfinity Studio, iBatis, OpenStack, Virtualization, VirtualBox, Puppet, Intershop, Hadoop, MapReduce
Education
Gujarat University 1996 — 2000
Bachelor of Engineering, Instrumentation and Control
L.D College of Engineering - Ahmedabad 1996 — 2000
B.E., Instrumentation & Control
Diwan Ballubhai Higher Secondary School 1994 — 1996
HSC, Science
Cameron Minkin Cameron Minkin's Merrill Lynch Experience August 2014 - Present
Job Merrill Lynch Wealth Management Bank of America Corporation, TFA
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Skills
Sales, Negotiation, Sales Management, Sales Operations, Sales Process, Sales Presentations, Direct Sales, Cold Calling, Time Management, Organization &..., Public Speaking, New Business Development, Account Management, Customer Satisfaction, Customer Retention, Customer Service, B2B, Microsoft Excel, PowerPoint, Microsoft Office, Twitter, Online Advertising, Marketing, Analysis, Market Research, Strategic Leadership, Strategic Financial..., Balancing Budgets, Financial Forecasting, Cash Flow Forecasting, Financial Analysis, Investments, Data Analysis, Financial Modeling, Asset Allocation, Financial Accounting, Risk Management, Accounts Receivable, Credit Risk, Car Loans, Equity Research Analysis, Equity Valuation, Valuation, Economics, Payments, Automotive, Leadership, Finance, Forecasting, Budgets
Education
Hamline University 2010 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law, last year
Mahtomedi High School 2006 — 2010
CERTIFIED SOMETHING , PEOPLE
Merrill Lynch August 2014 - Present
Skills
Sales, Negotiation, Sales Management, Sales Operations, Sales Process, Sales Presentations, Direct Sales, Cold Calling, Time Management, Organization &..., Public Speaking, New Business Development, Account Management, Customer Satisfaction, Customer Retention, Customer Service, B2B, Microsoft Excel, PowerPoint, Microsoft Office, Twitter, Online Advertising, Marketing, Analysis, Market Research, Strategic Leadership, Strategic Financial..., Balancing Budgets, Financial Forecasting, Cash Flow Forecasting, Financial Analysis, Investments, Data Analysis, Financial Modeling, Asset Allocation, Financial Accounting, Risk Management, Accounts Receivable, Credit Risk, Car Loans, Equity Research Analysis, Equity Valuation, Valuation, Economics, Payments, Automotive, Leadership, Finance, Forecasting, Budgets
Education
Hamline University 2010 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law, last year
Mahtomedi High School 2006 — 2010
CERTIFIED SOMETHING , PEOPLE
C. Kyle Graves C. Kyle Graves's Merrill Lynch Experience 2011 - 2015
Job President at Atlantic Commercial Cleaners
Industry Consumer Services
Experience
Atlantic Commercial Cleaners 2015 - Present
Merrill Lynch 2011 - 2015
International Disaster Services January 2009 - September 2011
Skills
Customer Service, Strategic Planning, Leadership, Marketing, Sales, New Business Development, Microsoft Office, Business Development, Management, Sales Management
Education
University of Tennessee-Knoxville 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Hampden-Sydney College 2003 — 2004
Economics
Atlantic Commercial Cleaners 2015 - Present
Merrill Lynch 2011 - 2015
International Disaster Services January 2009 - September 2011
Skills
Customer Service, Strategic Planning, Leadership, Marketing, Sales, New Business Development, Microsoft Office, Business Development, Management, Sales Management
Education
University of Tennessee-Knoxville 2004 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Hampden-Sydney College 2003 — 2004
Economics
Arianne Rodriguez Brown Arianne Rodriguez Brown's Merrill Lynch Experience May 2013 - Present
Job Licensed Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
PNC June 2012 - Present
Arianne Brown Cleaning Service August 2006 - Present
PHEAA April 2001 - July 2004
Skills
Financial Statement..., Financial Modeling, Sales, Market Research, Quantitative Research, Banking, Management, Highly detail oriented, Microsoft Office, Microsoft Excel, Microsoft Word, Java, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Problem Solving
Education
Penn State University 2011 — 2013
Bachelor of Science (BS), Finance, General
Harrisburg Area Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Merrill Lynch May 2013 - Present
PNC June 2012 - Present
Arianne Brown Cleaning Service August 2006 - Present
PHEAA April 2001 - July 2004
Skills
Financial Statement..., Financial Modeling, Sales, Market Research, Quantitative Research, Banking, Management, Highly detail oriented, Microsoft Office, Microsoft Excel, Microsoft Word, Java, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Problem Solving
Education
Penn State University 2011 — 2013
Bachelor of Science (BS), Finance, General
Harrisburg Area Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Dave Bedard's Merrill Lynch Experience June 1987 - February 2001
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Morgan Stanley February 2001 - March 2012
Merrill Lynch June 1987 - February 2001
Education
Penn State University
Bachelor of Science (BS), Marketing
Harrisburg Area Community College
Associate's degree
Ameriprise Financial Services, Inc. March 2012 - Present
Morgan Stanley February 2001 - March 2012
Merrill Lynch June 1987 - February 2001
Education
Penn State University
Bachelor of Science (BS), Marketing
Harrisburg Area Community College
Associate's degree
Drew Knowles's Merrill Lynch Experience 2006 - 2011
Job Berkeley Square Capital Management
Industry Investment Management
Experience
Berkeley Square Capital Management, LLC 2012 - Present
Sonivate Medical, Inc. August 2014 - Present
StreetShares February 2015 - Present
B3C Fuel Solutions LLC 2013 - Present
Cincinnati Equitable Co 2011 - Present
Gateway House 2010 - January 2014
Quansoo Capital Management, LLC 2011 - 2013
Merrill Lynch 2006 - 2011
Delamere & Hopkins 2003 - 2004
Skills
Hedge Funds, Venture Capital, Private Equity, Long/Short Equity, Quantitative Investing, Value Investing, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder 2004 — 2006
BA, Philosophy
Hamilton College 2000 — 2002
Philosophy
Choate Rosemary Hall 1996 — 2000
Diploma
Cincinnati Country Day School
Berkeley Square Capital Management, LLC 2012 - Present
Sonivate Medical, Inc. August 2014 - Present
StreetShares February 2015 - Present
B3C Fuel Solutions LLC 2013 - Present
Cincinnati Equitable Co 2011 - Present
Gateway House 2010 - January 2014
Quansoo Capital Management, LLC 2011 - 2013
Merrill Lynch 2006 - 2011
Delamere & Hopkins 2003 - 2004
Skills
Hedge Funds, Venture Capital, Private Equity, Long/Short Equity, Quantitative Investing, Value Investing, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder 2004 — 2006
BA, Philosophy
Hamilton College 2000 — 2002
Philosophy
Choate Rosemary Hall 1996 — 2000
Diploma
Cincinnati Country Day School
Paul Venanzi's Merrill Lynch Experience April 2010 - June 2014
Job Inventory Specialist at Amazon
Industry Information Technology and Services
Experience
Amazon October 2014 - Present
Merrill Lynch April 2010 - June 2014
The Home Depot May 2002 - April 2010
AT&T September 1994 - March 2002
Emtec Inc. February 1984 - August 1994
Comcast October 1981 - February 1984
Skills
Music, Advertising, Account Management, Project Management, Computer Hardware, IP Solutions, Computer Network..., IT Solutions, System Deployment, Disaster Recovery, Cisco Technologies, Vendor Management, Technical Support, Management, Business Analysis, Process Improvement, Enterprise Software
Education
Grove City College 1975 — 1979
Bachelor of Arts (BA), Business Adm. / Communication Arts, Honors
The Hun School of Princeton 1971 — 1975
College Prep, College Prep
Amazon October 2014 - Present
Merrill Lynch April 2010 - June 2014
The Home Depot May 2002 - April 2010
AT&T September 1994 - March 2002
Emtec Inc. February 1984 - August 1994
Comcast October 1981 - February 1984
Skills
Music, Advertising, Account Management, Project Management, Computer Hardware, IP Solutions, Computer Network..., IT Solutions, System Deployment, Disaster Recovery, Cisco Technologies, Vendor Management, Technical Support, Management, Business Analysis, Process Improvement, Enterprise Software
Education
Grove City College 1975 — 1979
Bachelor of Arts (BA), Business Adm. / Communication Arts, Honors
The Hun School of Princeton 1971 — 1975
College Prep, College Prep
Crystal Ward's Merrill Lynch Experience May 2000 - December 2001
Job Senior Financial Auditor at Johnson & Johnson Corporate Internal Audit
Industry Hospital & Health Care
Experience
Johnson & Johnson April 2015 - Present
Johnson & Johnson - SLC June 2013 - April 2015
Johnson & Johnson - SLC November 2010 - June 2013
Johnson & Johnson - Corporate Internal Audit June 2012 - June 2012
McNeil Consumer Healthcare, a Johnson and Johnson company July 2007 - November 2010
University of Pennsylvania June 2005 - July 2007
Drexel University August 2003 - June 2005
Drexel University January 2003 - August 2003
Merrill Lynch May 2000 - December 2001
Stanley N Booz & Co, CPA's October 1999 - April 2000
Skills
Finance, Accounting, Budgets, Forecasting, Sales, Process Improvement, Business Planning, Data Analysis, Strategic Financial..., Analysis, Access, Financial Modeling, Financial Reporting, SAP, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Internal Audit, Business Partner...
Education
La Salle University 2003 — 2003
Master of Business Administration (MBA), International Business
Gwynedd-Mercy College 2002 — 2002
Bachelor of Science (B.S.), Accounting, double major Finance
Johnson & Johnson April 2015 - Present
Johnson & Johnson - SLC June 2013 - April 2015
Johnson & Johnson - SLC November 2010 - June 2013
Johnson & Johnson - Corporate Internal Audit June 2012 - June 2012
McNeil Consumer Healthcare, a Johnson and Johnson company July 2007 - November 2010
University of Pennsylvania June 2005 - July 2007
Drexel University August 2003 - June 2005
Drexel University January 2003 - August 2003
Merrill Lynch May 2000 - December 2001
Stanley N Booz & Co, CPA's October 1999 - April 2000
Skills
Finance, Accounting, Budgets, Forecasting, Sales, Process Improvement, Business Planning, Data Analysis, Strategic Financial..., Analysis, Access, Financial Modeling, Financial Reporting, SAP, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Internal Audit, Business Partner...
Education
La Salle University 2003 — 2003
Master of Business Administration (MBA), International Business
Gwynedd-Mercy College 2002 — 2002
Bachelor of Science (B.S.), Accounting, double major Finance
Erik Lundquist Erik Lundquist's Merrill Lynch Experience January 2006 - September 2009
Job Business Owner
Industry Pharmaceuticals
Experience
Astrup Drug Companies September 2009 - Present
Smart-Fill Employer Resources, Inc. April 2012 - Present
Merrill Lynch January 2006 - September 2009
Merrill Lynch/Thrivent Financial/Focus Financial Network November 1994 - September 2009
Thrivent Financial for Lutherans April 1992 - November 1994
Skills
Leadership experience, Sales, Information systems, Sales Management, Leadership, Process Improvement, Information Systems, Strategic Planning, Banking, Budgets, CRM, Change Management, Finance, Forecasting, Management, Program Management, Risk Management, Strategy
Education
University of Nebraska-Lincoln 1986 — 1991
BS, Math, Education
Gustavus Adolphus College 1984 — 1986
Math
Astrup Drug Companies September 2009 - Present
Smart-Fill Employer Resources, Inc. April 2012 - Present
Merrill Lynch January 2006 - September 2009
Merrill Lynch/Thrivent Financial/Focus Financial Network November 1994 - September 2009
Thrivent Financial for Lutherans April 1992 - November 1994
Skills
Leadership experience, Sales, Information systems, Sales Management, Leadership, Process Improvement, Information Systems, Strategic Planning, Banking, Budgets, CRM, Change Management, Finance, Forecasting, Management, Program Management, Risk Management, Strategy
Education
University of Nebraska-Lincoln 1986 — 1991
BS, Math, Education
Gustavus Adolphus College 1984 — 1986
Math
Cortney Boyle Cortney Boyle's Merrill Lynch Experience August 2011 - January 2012
Job Contracts Analyst Pearson North America
Industry E-Learning
Experience
Pearson July 2014 - Present
TCF Bank September 2013 - July 2014
Spring Hill Golf Club September 2010 - July 2014
Larkin Hoffman February 2012 - May 2012
Merrill Lynch August 2011 - January 2012
Kwik Trip, Inc. September 2008 - March 2011
Northland Golf & Ski May 2005 - March 2009
Skills
Legal Research, Westlaw, Legal Writing, Bankruptcy, Legal Assistance, Customer Service, Financial Analysis, Strategic Planning, Sales, Due Diligence, Policy Analysis, Mediation, Negotiation, Research, Contract Negotiation
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (M.B.A.)
Hamline University School of Law 2009 — 2012
Juris Doctor (J.D.), Law
Viterbo University 2007 — 2009
Bachelor's Degree, Business Administration- Management; Finance
Pearson July 2014 - Present
TCF Bank September 2013 - July 2014
Spring Hill Golf Club September 2010 - July 2014
Larkin Hoffman February 2012 - May 2012
Merrill Lynch August 2011 - January 2012
Kwik Trip, Inc. September 2008 - March 2011
Northland Golf & Ski May 2005 - March 2009
Skills
Legal Research, Westlaw, Legal Writing, Bankruptcy, Legal Assistance, Customer Service, Financial Analysis, Strategic Planning, Sales, Due Diligence, Policy Analysis, Mediation, Negotiation, Research, Contract Negotiation
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (M.B.A.)
Hamline University School of Law 2009 — 2012
Juris Doctor (J.D.), Law
Viterbo University 2007 — 2009
Bachelor's Degree, Business Administration- Management; Finance
Jerome Wallace's Merrill Lynch Experience May 2008 - August 2008
Job Vice President at Stanwich Advisors LLC
Industry Investment Banking
Experience
Stanwich Advisors LLC June 2009 - Present
Stanwich Advisors LLC June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Skills
Private Equity, Venture Capital, Private Placements, Investment Banking, Corporate Finance, Due Diligence, Investor Relations, Secondaries, Emerging Markets, Capital Markets, Asset Management
Education
Hamilton College 2006 — 2010
Bachelor of Arts, Economics
The Taft School 2004 — 2006
Stanwich Advisors LLC June 2009 - Present
Stanwich Advisors LLC June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Skills
Private Equity, Venture Capital, Private Placements, Investment Banking, Corporate Finance, Due Diligence, Investor Relations, Secondaries, Emerging Markets, Capital Markets, Asset Management
Education
Hamilton College 2006 — 2010
Bachelor of Arts, Economics
The Taft School 2004 — 2006
Laura Brantley Laura Brantley's Merrill Lynch Experience May 2008 - August 2008
Job Assistant Director, Admissions and Outreach & Recruitment at The Greenwich Country Day School
Industry Primary/Secondary Education
Experience
Greenwich Country Day School June 2015 - Present
Blair Academy July 2010 - June 2014
A.P.C. June 2011 - August 2011
Hamilton College August 2009 - May 2010
Polo Ralph Lauren May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Coaching, Teaching, Curriculum Development, Curriculum Design, Higher Education, Editing
Education
Teachers College of Columbia University 2014 — 2015
Master of Arts (M.A.), Educational Leadership and Administration, General
Hamilton College 2006 — 2010
Bachelor of Arts, Mathematics, Economics
NYU Stern Advantage 2009 — 2009
The Hotchkiss School 2004 — 2006
High School
Greenwich Country Day School June 2015 - Present
Blair Academy July 2010 - June 2014
A.P.C. June 2011 - August 2011
Hamilton College August 2009 - May 2010
Polo Ralph Lauren May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Coaching, Teaching, Curriculum Development, Curriculum Design, Higher Education, Editing
Education
Teachers College of Columbia University 2014 — 2015
Master of Arts (M.A.), Educational Leadership and Administration, General
Hamilton College 2006 — 2010
Bachelor of Arts, Mathematics, Economics
NYU Stern Advantage 2009 — 2009
The Hotchkiss School 2004 — 2006
High School
Leslie Craven, CFP®, CAP® Leslie Craven, CFP®, CAP®'s Merrill Lynch Experience April 1996 - October 2004
Job Associate Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
UBS October 2004 - November 2013
Merrill Lynch April 1996 - October 2004
Education
Grove City College 1990 — 1994
BS, Business Management
The American College
RBC Wealth Management November 2013 - Present
UBS October 2004 - November 2013
Merrill Lynch April 1996 - October 2004
Education
Grove City College 1990 — 1994
BS, Business Management
The American College
Paul Boydoh Paul Boydoh's Merrill Lynch Experience June 2012 - August 2012
Job Genworth Financial
Industry Financial Services
Experience
Northwestern Mutual May 2013 - October 2014
Hampden-Sydney College April 2013 - May 2014
Hampden-Sydney College August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Management, Decisiveness, Economics, Finance, Data Analysis
Education
Hampden-Sydney College 2008 — 2014
Economics and Business
Amherst County High School 2006 — 2010
Northwestern Mutual May 2013 - October 2014
Hampden-Sydney College April 2013 - May 2014
Hampden-Sydney College August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Management, Decisiveness, Economics, Finance, Data Analysis
Education
Hampden-Sydney College 2008 — 2014
Economics and Business
Amherst County High School 2006 — 2010
Jerry Cobas Jerry Cobas's Merrill Lynch Experience August 2010 - December 2010
Job Trader Assistant at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Personal Investment Management October 2012 - Present
Bank of America Merrill Lynch December 2013 - August 2015
Bank of America Merrill Lynch February 2013 - December 2013
Light Tower Investments December 2011 - October 2012
Light Tower Investments April 2011 - December 2011
Merrill Lynch August 2010 - December 2010
Scottrade November 2009 - August 2010
GourmetCulinary.com February 2008 - November 2009
Cobas Metal Works November 2006 - July 2009
Skills
Options, FX, Equities, Financial Markets, ETFs, Derivatives, Commodities, Stocks, Trading, Risk, Excel, Word, Outlook, PowerPoint, Microsoft Word, Bloomberg Terminal, Visual Basic, Vlookup, Pivot Tables, Thompson One, Commodity, Financial Risk, Portfolio Management, Hedge Funds, Electronic Trading, Trading Systems, Technical Analysis, Risk Management, Trading Strategies, Securities, Investment Strategies, Investments, Fixed Income, Bloomberg, MicroStrategy Reporting, P&L reconciliation, Data Analysis, Bonds, Finance, Financial Modeling, Economics, Mutual Funds, Alternative Investments, Finman, LoanRunner, bucs, Valuation, Asset Management, Capital Markets, FX Options
Education
San Diego State University-California State University 2011 — 2012
BS Business Administration, Finance
CBOE 2011 — 2011
Options
Grossmont College 2008 — 2010
AS Business Administration, General Education, Business
Bank of America Merrill Lynch August 2015 - Present
Personal Investment Management October 2012 - Present
Bank of America Merrill Lynch December 2013 - August 2015
Bank of America Merrill Lynch February 2013 - December 2013
Light Tower Investments December 2011 - October 2012
Light Tower Investments April 2011 - December 2011
Merrill Lynch August 2010 - December 2010
Scottrade November 2009 - August 2010
GourmetCulinary.com February 2008 - November 2009
Cobas Metal Works November 2006 - July 2009
Skills
Options, FX, Equities, Financial Markets, ETFs, Derivatives, Commodities, Stocks, Trading, Risk, Excel, Word, Outlook, PowerPoint, Microsoft Word, Bloomberg Terminal, Visual Basic, Vlookup, Pivot Tables, Thompson One, Commodity, Financial Risk, Portfolio Management, Hedge Funds, Electronic Trading, Trading Systems, Technical Analysis, Risk Management, Trading Strategies, Securities, Investment Strategies, Investments, Fixed Income, Bloomberg, MicroStrategy Reporting, P&L reconciliation, Data Analysis, Bonds, Finance, Financial Modeling, Economics, Mutual Funds, Alternative Investments, Finman, LoanRunner, bucs, Valuation, Asset Management, Capital Markets, FX Options
Education
San Diego State University-California State University 2011 — 2012
BS Business Administration, Finance
CBOE 2011 — 2011
Options
Grossmont College 2008 — 2010
AS Business Administration, General Education, Business
Nicole Witstine Nicole Witstine's Merrill Lynch Experience June 2009 - August 2009
Job Consultant at RightSource Compliance
Industry Management Consulting
Experience
RightSource Compliance January 2012 - Present
Hammer Residences, Inc. June 2011 - January 2012
HOME Line July 2011 - December 2011
Merrill Lynch June 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Tax Credit Compliance, Section 8, Yardi Property..., Camtasia, Intercultural..., Research, SPSS, Analysis, Data Analysis
Education
Hamline University 2007 — 2011
BA, Economics, German
Cologne Business School 2010 — 2010
Business, German
Universität Trier 2010 — 2010
Economics, German
RightSource Compliance January 2012 - Present
Hammer Residences, Inc. June 2011 - January 2012
HOME Line July 2011 - December 2011
Merrill Lynch June 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Tax Credit Compliance, Section 8, Yardi Property..., Camtasia, Intercultural..., Research, SPSS, Analysis, Data Analysis
Education
Hamline University 2007 — 2011
BA, Economics, German
Cologne Business School 2010 — 2010
Business, German
Universität Trier 2010 — 2010
Economics, German
Jeff Stein, CFP®, CLU®, ChFC® Jeff Stein, CFP®, CLU®, ChFC®'s Merrill Lynch Experience November 1996 - January 1998
Job Wealth Strategist at Union Bank
Industry Financial Services
Experience
Union Bank January 2013 - Present
Wells Fargo Bank September 2008 - December 2012
SunTrust Bank February 2004 - November 2007
SunTrust Bank September 2002 - February 2004
Financial Profiles, Inc. February 2001 - September 2002
Comprehensive Financial Group February 1998 - February 2001
Merrill Lynch November 1996 - January 1998
Skills
Financial Advisory, Series 7, Investments, FINRA, Series 63, Certified Financial..., Wealth Management..., Finance, Retirement Planning, Banking, Individual Life, Strategic Financial..., Wealth Management, Chartered Life..., Chartered Financial..., FINRA Series 7, FINRA Series 63, FINRA Series 65, Licensed Life Insurance..., High Net Worth..., Wealth
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Arts, Economics
Grossmont College
Associate Arts Degree, General Education
Union Bank January 2013 - Present
Wells Fargo Bank September 2008 - December 2012
SunTrust Bank February 2004 - November 2007
SunTrust Bank September 2002 - February 2004
Financial Profiles, Inc. February 2001 - September 2002
Comprehensive Financial Group February 1998 - February 2001
Merrill Lynch November 1996 - January 1998
Skills
Financial Advisory, Series 7, Investments, FINRA, Series 63, Certified Financial..., Wealth Management..., Finance, Retirement Planning, Banking, Individual Life, Strategic Financial..., Wealth Management, Chartered Life..., Chartered Financial..., FINRA Series 7, FINRA Series 63, FINRA Series 65, Licensed Life Insurance..., High Net Worth..., Wealth
Education
San Diego State University-California State University 1992 — 1996
Bachelor of Arts, Economics
Grossmont College
Associate Arts Degree, General Education
Adam Kelsey's Merrill Lynch Experience August 2011 - December 2011
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management June 2015 - Present
Wells Fargo Asset Management June 2013 - May 2015
Target June 2012 - August 2012
Hamilton College August 2011 - December 2011
Merrill Lynch August 2011 - December 2011
AIG June 2011 - August 2011
Skills
Economics, Bloomberg, Management, Credit, Trading
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Salisbury School 2007 — 2009
Wells Fargo Asset Management June 2015 - Present
Wells Fargo Asset Management June 2013 - May 2015
Target June 2012 - August 2012
Hamilton College August 2011 - December 2011
Merrill Lynch August 2011 - December 2011
AIG June 2011 - August 2011
Skills
Economics, Bloomberg, Management, Credit, Trading
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Salisbury School 2007 — 2009
Russ Rosenband's Merrill Lynch Experience June 2010 - August 2010
Job Analyst at The Prusik Group
Industry Financial Services
Experience
The Prusik Group July 2015 - Present
TripleMint January 2015 - July 2015
TripleMint February 2014 - December 2014
Credit Suisse June 2012 - February 2014
Credit Suisse June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Equities, Valuation, Investment Banking, Bloomberg Terminal, Economics, Investments, Microsoft Excel, Analysis, Equity Research, Finance
Education
Hamilton College 2008 — 2012
Bachelor of Arts (cum laude), Math, Economics, 3.7/4.0
Greenwich High School 2004 — 2008
The Prusik Group July 2015 - Present
TripleMint January 2015 - July 2015
TripleMint February 2014 - December 2014
Credit Suisse June 2012 - February 2014
Credit Suisse June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Equities, Valuation, Investment Banking, Bloomberg Terminal, Economics, Investments, Microsoft Excel, Analysis, Equity Research, Finance
Education
Hamilton College 2008 — 2012
Bachelor of Arts (cum laude), Math, Economics, 3.7/4.0
Greenwich High School 2004 — 2008
Marc Albu's Merrill Lynch Experience September 2008 - February 2011
Job Manager at KPMG US
Industry Financial Services
Experience
KPMG US October 2015 - Present
KPMG October 2013 - March 2015
KPMG February 2013 - October 2013
KPMG Advisory July 2012 - February 2013
KPMG Advisory January 2011 - July 2012
Merrill Lynch September 2008 - February 2011
Citi Smith Barney June 2006 - August 2006
Skills
Regulatory Risk, Market Risk, Financial Modeling, Enterprise Risk..., Regulations, Wealth Management, Financial Risk...
Education
Hamilton College 2004 — 2008
BA, Public Policy
KPMG US October 2015 - Present
KPMG October 2013 - March 2015
KPMG February 2013 - October 2013
KPMG Advisory July 2012 - February 2013
KPMG Advisory January 2011 - July 2012
Merrill Lynch September 2008 - February 2011
Citi Smith Barney June 2006 - August 2006
Skills
Regulatory Risk, Market Risk, Financial Modeling, Enterprise Risk..., Regulations, Wealth Management, Financial Risk...
Education
Hamilton College 2004 — 2008
BA, Public Policy
Doug Fultz Doug Fultz's Merrill Lynch Experience January 1995 - April 1996
Job External Annuity Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc./Global Atlantic Financial Group Limited January 2013 - Present
The Hartford July 2006 - December 2012
LPL Financial December 1997 - July 2006
Morgan Stanley Smith Barney October 1996 - November 1997
Merrill Lynch January 1995 - April 1996
Ameriprise Financial Services, Inc. January 1993 - January 1994
Skills
Series 7, Series 63, Series 65, Series 24, Variable Annuities, Fixed Annuities, Mutual Funds, Stocks, Bonds, Investment Advisory..., Life Insurance, Health Insurance, Disability Insurance, Program Management, Financial Advisory, Institutional Sales, Personal Financial...
Education
Hamilton College 1998 — 2002
Bachelor of Arts, Economics
Phillips Academy Andover MA 1986 — 1987
College Prep, Liberal Arts
Duxbury High School 1982 — 1986
High School Diploma, College Prep, 9-12
Forethought Financial Group, Inc./Global Atlantic Financial Group Limited January 2013 - Present
The Hartford July 2006 - December 2012
LPL Financial December 1997 - July 2006
Morgan Stanley Smith Barney October 1996 - November 1997
Merrill Lynch January 1995 - April 1996
Ameriprise Financial Services, Inc. January 1993 - January 1994
Skills
Series 7, Series 63, Series 65, Series 24, Variable Annuities, Fixed Annuities, Mutual Funds, Stocks, Bonds, Investment Advisory..., Life Insurance, Health Insurance, Disability Insurance, Program Management, Financial Advisory, Institutional Sales, Personal Financial...
Education
Hamilton College 1998 — 2002
Bachelor of Arts, Economics
Phillips Academy Andover MA 1986 — 1987
College Prep, Liberal Arts
Duxbury High School 1982 — 1986
High School Diploma, College Prep, 9-12
Sam Nidenberg's Merrill Lynch Experience June 2010 - August 2010
Job Real Estate Professional
Industry Real Estate
Experience
Greenfield Partners June 2012 - June 2013
Bloomberg LP June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Argus Modeling, Financial Modeling, Real Estate, Real Estate Due..., Real Estate Transactions, Investments, Valuation, Analytical Skills, Critical Thinking, Problem Solving, Writing, Collaboration, People Skills, Economics, Analysis, Acquisitions
Education
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics
Saint Ann's School 2004 — 2008
Greenfield Partners June 2012 - June 2013
Bloomberg LP June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Argus Modeling, Financial Modeling, Real Estate, Real Estate Due..., Real Estate Transactions, Investments, Valuation, Analytical Skills, Critical Thinking, Problem Solving, Writing, Collaboration, People Skills, Economics, Analysis, Acquisitions
Education
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics
Saint Ann's School 2004 — 2008
William D. Fee's Merrill Lynch Experience March 2005 - September 2010
Job Investment Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS August 2010 - Present
Merrill Lynch March 2005 - September 2010
Morgan Stanley January 2002 - March 2005
Education
Gustavus Adolphus College 1969 — 1973
BA Bus. Adm., Business/Finance
Edina High School 1967 — 1969
BS, Business
UBS August 2010 - Present
Merrill Lynch March 2005 - September 2010
Morgan Stanley January 2002 - March 2005
Education
Gustavus Adolphus College 1969 — 1973
BA Bus. Adm., Business/Finance
Edina High School 1967 — 1969
BS, Business
Owen Schrum Owen Schrum's Merrill Lynch Experience 1984 - 1988
Job President of Founders Wealth Management and Planning St. Augustine, Florida and Raleigh, North Carolina
Industry Investment Management
Experience
Founders Wealth Management and Planning May 2011 - Present
Gallatin Ventures, LLC April 2011 - Present
Morgan Stanley June 1994 - November 2006
Merrill Lynch 1984 - 1988
Skills
Portfolio Management, Wealth Management, Financial Planning
Education
University of Pennsylvania - The Wharton School 2002 — 2005
CIMA, Finance
Hampden-Sydney College 1976 — 1980
BS, Chemistry
Founders Wealth Management and Planning May 2011 - Present
Gallatin Ventures, LLC April 2011 - Present
Morgan Stanley June 1994 - November 2006
Merrill Lynch 1984 - 1988
Skills
Portfolio Management, Wealth Management, Financial Planning
Education
University of Pennsylvania - The Wharton School 2002 — 2005
CIMA, Finance
Hampden-Sydney College 1976 — 1980
BS, Chemistry
Robert Hartheimer Robert Hartheimer's Merrill Lynch Experience 1982 - 1986
Job Managing Member, Hartheimer LLC; Director, Chairman of Risk and Compliance Committee at Higher One Holdings (NYSE: ONE)
Industry Financial Services
Experience
Hartheimer LLC June 2008 - Present
Higher One Holdings (NYSE: ONE) January 2012 - Present
Sterling Financial Corporation (NASDAQ: STSA) September 2010 - April 2014
Promontory Interfinancial Network 2012 - 2012
Promontory Financial Group, LLC 2002 - 2008
FBR 1996 - 2001
FDIC October 1991 - December 1995
Smith Barney 1987 - 1991
Merrill Lynch 1982 - 1986
Skills
Financial Services, Risk Management, Strategy, Due Diligence, Management, Banking, Mergers & Acquisitions, Finance, Capital Markets, Financial Analysis, Credit, Asset Management, Legal Writing, Mortgage Lending, Private Equity, Executive Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA
Hamilton College 1975 — 1979
BA
Hartheimer LLC June 2008 - Present
Higher One Holdings (NYSE: ONE) January 2012 - Present
Sterling Financial Corporation (NASDAQ: STSA) September 2010 - April 2014
Promontory Interfinancial Network 2012 - 2012
Promontory Financial Group, LLC 2002 - 2008
FBR 1996 - 2001
FDIC October 1991 - December 1995
Smith Barney 1987 - 1991
Merrill Lynch 1982 - 1986
Skills
Financial Services, Risk Management, Strategy, Due Diligence, Management, Banking, Mergers & Acquisitions, Finance, Capital Markets, Financial Analysis, Credit, Asset Management, Legal Writing, Mortgage Lending, Private Equity, Executive Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA
Hamilton College 1975 — 1979
BA
Bob Kiely Bob Kiely's Merrill Lynch Experience May 2004 - February 2008
Job Director Human Resources at Hasbro
Industry Consumer Goods
Experience
Hasbro March 2011 - Present
Leerink Swann May 2008 - February 2010
Merrill Lynch May 2004 - February 2008
Merrill Lynch January 2003 - April 2004
Merrill Lynch January 2002 - December 2002
Merrill Lynch August 1994 - January 2002
American Express April 1986 - July 1994
Skills
Talent Management, Talent Acquisition, Training, Human Resources, Employee Relations, Business Strategy, Succession Planning, Leadership, Recruiting, HRIS, Performance Management, Organizational..., Leadership Development, Personnel Management, Employee Engagement, Strategic Planning, Strategy, Executive Management, Mergers & Acquisitions, Coaching, Change Management, Team Building, Organizational Design, Payroll, Program Management, Management, Deferred Compensation, Workforce Planning, Onboarding, Vendor Management, Employee Benefits, Organizational..., Executive Pay, Applicant Tracking..., Process Improvement, Employment Law, Executive Search, HR Policies, Benefits Administration, Executive Coaching, Compensation & Benefit, Career Development, Employee Training, College Recruiting, Interviews, HR Transformation, Sourcing, HR Consulting
Education
Hamilton College 1979 — 1983
Bachelor of Arts (BA), Economics
Hasbro March 2011 - Present
Leerink Swann May 2008 - February 2010
Merrill Lynch May 2004 - February 2008
Merrill Lynch January 2003 - April 2004
Merrill Lynch January 2002 - December 2002
Merrill Lynch August 1994 - January 2002
American Express April 1986 - July 1994
Skills
Talent Management, Talent Acquisition, Training, Human Resources, Employee Relations, Business Strategy, Succession Planning, Leadership, Recruiting, HRIS, Performance Management, Organizational..., Leadership Development, Personnel Management, Employee Engagement, Strategic Planning, Strategy, Executive Management, Mergers & Acquisitions, Coaching, Change Management, Team Building, Organizational Design, Payroll, Program Management, Management, Deferred Compensation, Workforce Planning, Onboarding, Vendor Management, Employee Benefits, Organizational..., Executive Pay, Applicant Tracking..., Process Improvement, Employment Law, Executive Search, HR Policies, Benefits Administration, Executive Coaching, Compensation & Benefit, Career Development, Employee Training, College Recruiting, Interviews, HR Transformation, Sourcing, HR Consulting
Education
Hamilton College 1979 — 1983
Bachelor of Arts (BA), Economics
Matthieu Tuvignon Matthieu Tuvignon's Merrill Lynch Experience July 2010 - July 2011
Job SaaS Business Application Sales Professional
Industry Computer Software
Experience
UpMo May 2012 - Present
Workday July 2011 - April 2012
Merrill Lynch July 2010 - July 2011
New England Financial April 2009 - August 2010
Perfect World Entertainment, Inc. March 2010 - July 2010
Ameriprise Financial Services, Inc. February 2008 - April 2009
Géant February 2007 - June 2007
Lavanda Restaurant and Wine Bar November 2005 - June 2006
Continental Book Company May 2003 - August 2004
Crédit Agricole July 2001 - September 2001
Skills
French, Fluent English, Financial Planning, Retirement Income..., Wealth Accumulation, 401 K Rollovers, IRA's, Roth IRA, Whole Life, Term Life Insurance, 529 Plans, Rollovers, Annuity, ERP, Cold Calling, Bilingual, Polyglot, SaaS, Force.com, Salesforce.com, Jigsaw, Morningstar, Siebel, SFDC, Lead Generation, Objection Handling, Value-based Selling, Referral Generation, HRIS, Skype, MS Office Suite, Windows 7, Series 7, Series 66, Health Insurance, US GAAP, Accounting, Accounts Payable, Accounts Receivable
Education
Karlstad University 2004 — 2005
MBA, International Service Management & Service Marketing Major
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2001 — 2003
BS, Business Administration
Prépa Bellevue 1999 — 2001
Lycee Jules Vernes 1995 — 1998
High School
College Michel Vignaud 1992 — 1996
UpMo May 2012 - Present
Workday July 2011 - April 2012
Merrill Lynch July 2010 - July 2011
New England Financial April 2009 - August 2010
Perfect World Entertainment, Inc. March 2010 - July 2010
Ameriprise Financial Services, Inc. February 2008 - April 2009
Géant February 2007 - June 2007
Lavanda Restaurant and Wine Bar November 2005 - June 2006
Continental Book Company May 2003 - August 2004
Crédit Agricole July 2001 - September 2001
Skills
French, Fluent English, Financial Planning, Retirement Income..., Wealth Accumulation, 401 K Rollovers, IRA's, Roth IRA, Whole Life, Term Life Insurance, 529 Plans, Rollovers, Annuity, ERP, Cold Calling, Bilingual, Polyglot, SaaS, Force.com, Salesforce.com, Jigsaw, Morningstar, Siebel, SFDC, Lead Generation, Objection Handling, Value-based Selling, Referral Generation, HRIS, Skype, MS Office Suite, Windows 7, Series 7, Series 66, Health Insurance, US GAAP, Accounting, Accounts Payable, Accounts Receivable
Education
Karlstad University 2004 — 2005
MBA, International Service Management & Service Marketing Major
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2001 — 2003
BS, Business Administration
Prépa Bellevue 1999 — 2001
Lycee Jules Vernes 1995 — 1998
High School
College Michel Vignaud 1992 — 1996
Hannah Snyder, ABCP, CCM Hannah Snyder, ABCP, CCM's Merrill Lynch Experience August 1992 - July 2000
Job Senior Certified Business Continuity Manager at Blackhawk Emergency Management Group
Industry Management Consulting
Experience
Blackhawk Emergency Managemrnt Group May 2015 - Present
Wegmans Food Markets May 2014 - Present
Alaskan Klee Kai National Rescue February 2014 - Present
Independent Contractor July 2013 - Present
xMatters, inc December 2012 - June 2013
Lockheed Martin March 2009 - November 2012
Citigroup 2007 - February 2009
MetLife August 2000 - December 2006
Merrill Lynch August 1992 - July 2000
Comtex 1990 - 1991
Skills
Business Continuity, Business Analysis, Crisis Management, Disaster Recovery, Technical Documentation, Incident Management, Program Management, Risk Assessment, Six Sigma, Kaizen Facilitation, Business Process..., PowerPoint, Value Stream Mapping, Green Belt, Software Project..., Process Improvement, Change Management, SDLC, PMO, Business Process..., Business Continuity..., Governance, Risk Management, Cross-functional Team..., Financial Risk, Data Center, Technical Writing, Vendor Management, Information Security, Business Process, Requirements Analysis, Team Leadership, Requirements Gathering, Quality Assurance, Enterprise Risk..., Process Engineering, SharePoint, Kaizen, Project Management, Information Technology, Visio, Pandemic Planning, Training, Enterprise Software, Project Planning, IT Management, Management, IT Strategy, Project Portfolio..., PMP
Education
Hamilton College 1985 — 1989
Bachelor of Arts (B.A.), Creative Writing
New Canaan High School 1981 — 1985
Blackhawk Emergency Managemrnt Group May 2015 - Present
Wegmans Food Markets May 2014 - Present
Alaskan Klee Kai National Rescue February 2014 - Present
Independent Contractor July 2013 - Present
xMatters, inc December 2012 - June 2013
Lockheed Martin March 2009 - November 2012
Citigroup 2007 - February 2009
MetLife August 2000 - December 2006
Merrill Lynch August 1992 - July 2000
Comtex 1990 - 1991
Skills
Business Continuity, Business Analysis, Crisis Management, Disaster Recovery, Technical Documentation, Incident Management, Program Management, Risk Assessment, Six Sigma, Kaizen Facilitation, Business Process..., PowerPoint, Value Stream Mapping, Green Belt, Software Project..., Process Improvement, Change Management, SDLC, PMO, Business Process..., Business Continuity..., Governance, Risk Management, Cross-functional Team..., Financial Risk, Data Center, Technical Writing, Vendor Management, Information Security, Business Process, Requirements Analysis, Team Leadership, Requirements Gathering, Quality Assurance, Enterprise Risk..., Process Engineering, SharePoint, Kaizen, Project Management, Information Technology, Visio, Pandemic Planning, Training, Enterprise Software, Project Planning, IT Management, Management, IT Strategy, Project Portfolio..., PMP
Education
Hamilton College 1985 — 1989
Bachelor of Arts (B.A.), Creative Writing
New Canaan High School 1981 — 1985
William Feist's Merrill Lynch Experience 1994 - 1994
Job Vice President & Commercial Services Relationship Manager at F&M Trust Co.
Industry Banking
Experience
F&M Trust Co. March 2014 - Present
Orrstown Bank August 2011 - February 2014
Orrstown Bank August 2009 - August 2011
Susquehanna Bank November 2007 - August 2009
CommunityBanks September 2005 - November 2007
Mid Penn Bank 2002 - 2005
Allied Irish Banks 1995 - 2002
PNC Bank 1995 - 1995
Merrill Lynch 1994 - 1994
HACC 1991 - 1991
Skills
Banking, Credit, Loans, Underwriting, Commercial Lending, Cash Flow, Commercial Banking, Financial Analysis, Customer Relations, Real Estate, Team Building, Customer Service, Cash Management, Asset Based Lending, Treasury Management, Loan Origination, Analysis, Cross Selling, Credit Risk, Leadership, Lines Of Credit, Due Diligence, Insurance, Portfolio Management, Investments, Mortgage Banking, SBA, Financial Services, Finance, Commercial Real Estate, Strategic Financial..., Asset Management, Small Business Lending, Credit Analysis, Commercial Mortgages, Management
Education
Shippensburg University of Pennsylvania 1991 — 1994
BSBA, Finance
HACC, Central Pennsylvania's Community College 1989 — 1992
Associates, Business Administration
Cedar Cliff High School 1987 — 1989
College Prep
F&M Trust Co. March 2014 - Present
Orrstown Bank August 2011 - February 2014
Orrstown Bank August 2009 - August 2011
Susquehanna Bank November 2007 - August 2009
CommunityBanks September 2005 - November 2007
Mid Penn Bank 2002 - 2005
Allied Irish Banks 1995 - 2002
PNC Bank 1995 - 1995
Merrill Lynch 1994 - 1994
HACC 1991 - 1991
Skills
Banking, Credit, Loans, Underwriting, Commercial Lending, Cash Flow, Commercial Banking, Financial Analysis, Customer Relations, Real Estate, Team Building, Customer Service, Cash Management, Asset Based Lending, Treasury Management, Loan Origination, Analysis, Cross Selling, Credit Risk, Leadership, Lines Of Credit, Due Diligence, Insurance, Portfolio Management, Investments, Mortgage Banking, SBA, Financial Services, Finance, Commercial Real Estate, Strategic Financial..., Asset Management, Small Business Lending, Credit Analysis, Commercial Mortgages, Management
Education
Shippensburg University of Pennsylvania 1991 — 1994
BSBA, Finance
HACC, Central Pennsylvania's Community College 1989 — 1992
Associates, Business Administration
Cedar Cliff High School 1987 — 1989
College Prep
Landon Heath Morin Landon Heath Morin's Merrill Lynch Experience June 2014 - August 2014
Job Investment Banking Intern at Nomura
Industry Investment Management
Experience
Nomura August 2015 - Present
Nomura August 2015 - Present
Hamilton College Career Center October 2014 - Present
GE Power & Water June 2015 - August 2015
Hamilton College Micro Finance Group September 2013 - June 2015
Hamilton College Athletics Department September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
GMPH & Sons LLC June 2008 - August 2013
Skills
Teamwork, Team Leadership, Interpersonal Skills, Public Speaking, Fundraising Campaign..., Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, QuickBooks, Economics, Data Analysis, Tableau, SAP ERP, Big Data Analytics, Editing, Event Planning, Facebook, Leadership, Management
Education
Hamilton College 2012 — 2016
Bachelor's Degree, Economics
Kent School 2008 — 2012
High School
Nomura August 2015 - Present
Nomura August 2015 - Present
Hamilton College Career Center October 2014 - Present
GE Power & Water June 2015 - August 2015
Hamilton College Micro Finance Group September 2013 - June 2015
Hamilton College Athletics Department September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
GMPH & Sons LLC June 2008 - August 2013
Skills
Teamwork, Team Leadership, Interpersonal Skills, Public Speaking, Fundraising Campaign..., Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, QuickBooks, Economics, Data Analysis, Tableau, SAP ERP, Big Data Analytics, Editing, Event Planning, Facebook, Leadership, Management
Education
Hamilton College 2012 — 2016
Bachelor's Degree, Economics
Kent School 2008 — 2012
High School
Austin Bernal's Merrill Lynch Experience June 2009 - August 2009
Job Program Coordinator at Goodwill Industries of Southern Arizona
Industry Business Supplies and Equipment
Experience
Goodwill Industries of Southern Arizona February 2014 - Present
Washmates September 2013 - January 2014
ReadNimble September 2012 - June 2013
SCS Unified School District August 2011 - May 2013
Teach For America April 2011 - May 2013
Self employed August 2009 - May 2012
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, Negotiation
Education
University of Arizona, Eller College of Management 2014 — 2017
Master of Business Administration (MBA)
Grove City College 2007 — 2011
Bachelor of Science (BS), Double Major Entrepreneurship and Spanish, 3.69/4.0
Goodwill Industries of Southern Arizona February 2014 - Present
Washmates September 2013 - January 2014
ReadNimble September 2012 - June 2013
SCS Unified School District August 2011 - May 2013
Teach For America April 2011 - May 2013
Self employed August 2009 - May 2012
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, Negotiation
Education
University of Arizona, Eller College of Management 2014 — 2017
Master of Business Administration (MBA)
Grove City College 2007 — 2011
Bachelor of Science (BS), Double Major Entrepreneurship and Spanish, 3.69/4.0
Bob Michetti Bob Michetti's Merrill Lynch Experience May 2011 - February 2013
Job Regional Director at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2015 - Present
Delaware Investments, a member of the Macquarie Group February 2013 - April 2015
Merrill Lynch May 2011 - February 2013
ING May 2010 - May 2011
Kennedy-Kenrick High School October 2008 - March 2010
Skills
Wealth Management, Retirement Planning, Equity Valuation, Investment Strategies, ETFs, Mutual Funds, CAPE, Strategic Financial..., Finance, Retirement, Asset Allocation, Estate Planning, Portfolio Management, Investments, Financial Services
Education
Gwynedd-Mercy College 2006 — 2010
Bachelors of Science, Business Administration; Management
Methacton High School 2002 — 2006
General Studies
Delaware Investments, a member of the Macquarie Group April 2015 - Present
Delaware Investments, a member of the Macquarie Group February 2013 - April 2015
Merrill Lynch May 2011 - February 2013
ING May 2010 - May 2011
Kennedy-Kenrick High School October 2008 - March 2010
Skills
Wealth Management, Retirement Planning, Equity Valuation, Investment Strategies, ETFs, Mutual Funds, CAPE, Strategic Financial..., Finance, Retirement, Asset Allocation, Estate Planning, Portfolio Management, Investments, Financial Services
Education
Gwynedd-Mercy College 2006 — 2010
Bachelors of Science, Business Administration; Management
Methacton High School 2002 — 2006
General Studies
Doug Carpenter Doug Carpenter's Merrill Lynch Experience 2011 - 2012
Job Regional Consultant at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC April 2015 - Present
PNC Wealth Management June 2012 - April 2015
Merrill Lynch 2011 - 2012
Bill Me Later, Inc. July 2010 - July 2011
Montagu Newhall Associates March 2010 - July 2010
mcgarrybowen June 2009 - August 2009
Skills
Account Management, Wealth Management, Event Planning, Investments, Financial Analysis, Hold Series 7, Series 63
Education
Hampden-Sydney College 2005 — 2009
Bachelor of Arts, Economics
St. Paul's School 1999 — 2005
ProShare Advisors LLC April 2015 - Present
PNC Wealth Management June 2012 - April 2015
Merrill Lynch 2011 - 2012
Bill Me Later, Inc. July 2010 - July 2011
Montagu Newhall Associates March 2010 - July 2010
mcgarrybowen June 2009 - August 2009
Skills
Account Management, Wealth Management, Event Planning, Investments, Financial Analysis, Hold Series 7, Series 63
Education
Hampden-Sydney College 2005 — 2009
Bachelor of Arts, Economics
St. Paul's School 1999 — 2005
Paul Zenke Paul Zenke's Merrill Lynch Experience May 1999 - August 2000
Job Pres. at Kodiak Investment Management
Industry Investment Management
Experience
Kodiak Investment Management March 2006 - Present
Inestment Centers Of America January 2001 - February 2006
Merrill Lynch May 1999 - August 2000
Attorney August 1986 - May 1999
American Express 1998 - 1999
Skills
Estate Planning, Securities, Investments, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Charitable Gift Planning, Charitable Trusts, Investment Advisory, Investment Policy..., Investment Portfolio..., Investment Policy..., Foundations, Endowment Funds, Options Strategies, Succession Planning, Family Office, Financial Risk..., Advanced Estate Planning, City and County..., IRA Rollovers, IRAs
Education
Hamline University School of Law 1983 — 1985
JD, Law
Luther College 1979 — 1982
BA, Philosophy, Religion, Political Science
Kodiak Investment Management March 2006 - Present
Inestment Centers Of America January 2001 - February 2006
Merrill Lynch May 1999 - August 2000
Attorney August 1986 - May 1999
American Express 1998 - 1999
Skills
Estate Planning, Securities, Investments, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Charitable Gift Planning, Charitable Trusts, Investment Advisory, Investment Policy..., Investment Portfolio..., Investment Policy..., Foundations, Endowment Funds, Options Strategies, Succession Planning, Family Office, Financial Risk..., Advanced Estate Planning, City and County..., IRA Rollovers, IRAs
Education
Hamline University School of Law 1983 — 1985
JD, Law
Luther College 1979 — 1982
BA, Philosophy, Religion, Political Science
Zach Kelly Zach Kelly's Merrill Lynch Experience January 2015 - Present
Job Vice President, Marketing at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch January 2015 - Present
SME May 2013 - December 2014
SME June 2012 - May 2013
SME June 2011 - June 2012
Barker DZP January 2010 - June 2011
Teach for America August 2007 - June 2010
Lehman Brothers April 2008 - September 2008
Tobin & Grifferty Law Firm PC June 2006 - September 2007
Skills
Team Leadership, Advertising, Marketing Strategy, Brand Management, Sports Marketing, Account Management, Digital Marketing, Social Media Marketing, Strategic Planning, Sponsorship Activation, Strategy, Creative Direction, Management, Leadership, New Business Development, Marketing, Social Media
Education
Hamilton College 2003 — 2007
Bachelor of Arts, Public Policy & English Lit
Pace University 2007 — 2009
Teach For America Masters of Science in Teaching / Education Program
Merrill Lynch January 2015 - Present
SME May 2013 - December 2014
SME June 2012 - May 2013
SME June 2011 - June 2012
Barker DZP January 2010 - June 2011
Teach for America August 2007 - June 2010
Lehman Brothers April 2008 - September 2008
Tobin & Grifferty Law Firm PC June 2006 - September 2007
Skills
Team Leadership, Advertising, Marketing Strategy, Brand Management, Sports Marketing, Account Management, Digital Marketing, Social Media Marketing, Strategic Planning, Sponsorship Activation, Strategy, Creative Direction, Management, Leadership, New Business Development, Marketing, Social Media
Education
Hamilton College 2003 — 2007
Bachelor of Arts, Public Policy & English Lit
Pace University 2007 — 2009
Teach For America Masters of Science in Teaching / Education Program
Ken R. Nordlie Ken R. Nordlie's Merrill Lynch Experience 1975 - 1985
Job Revenue Tax Specialist | Personal Trust Administrator
Industry Financial Services
Experience
Wells Fargo, Richfield Bank & Trust, US Bank 1985 - 2013
Merrill Lynch 1975 - 1985
U.S. Army August 1970 - July 1972
Skills
trust business to..., Skill NameReturned..., Organizational..., Portfolio Management, Administration, Trust Services, Retirement Planning, Wealth Management..., Wealth Management, Trust, Investment Advisory, Estate Planning, Retirement, Banking, Strategic Financial..., Asset Allocation
Education
Gustavus Adolphus College 1966 — 1970
BA, Business Administration
University of St. Thomas 1990 — 1990
Mini MBA, Health Care Management
Wells Fargo, Richfield Bank & Trust, US Bank 1985 - 2013
Merrill Lynch 1975 - 1985
U.S. Army August 1970 - July 1972
Skills
trust business to..., Skill NameReturned..., Organizational..., Portfolio Management, Administration, Trust Services, Retirement Planning, Wealth Management..., Wealth Management, Trust, Investment Advisory, Estate Planning, Retirement, Banking, Strategic Financial..., Asset Allocation
Education
Gustavus Adolphus College 1966 — 1970
BA, Business Administration
University of St. Thomas 1990 — 1990
Mini MBA, Health Care Management
Craig Warnement Craig Warnement's Merrill Lynch Experience March 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Capitol Financial Solutions September 2010 - March 2013
Skills
Wealth Management, Uniform Combined State..., Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Investments, Estate Planning, 401k, Retirement, Financial Advisory, Life Insurance, Disability Insurance, Wealth
Education
Hampden-Sydney College
Merrill Lynch March 2013 - Present
Capitol Financial Solutions September 2010 - March 2013
Skills
Wealth Management, Uniform Combined State..., Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Investments, Estate Planning, 401k, Retirement, Financial Advisory, Life Insurance, Disability Insurance, Wealth
Education
Hampden-Sydney College
Quang Nguyen Quang Nguyen's Merrill Lynch Experience 2007 - 2009
Job Manager at EY
Industry Management Consulting
Experience
EY 2015 - Present
IBM 2013 - 2015
qazware.com 2009 - 2013
Gentry Financial 2012 - 2012
VN-Direct Securities 2009 - 2011
Merrill Lynch 2007 - 2009
Skills
Management Consulting, Financial Analysis, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Venture Capital, Investments, Investment Strategies, Business Strategy, Investment Banking, Equity Research, Strategy, Valuation, Equities, Business Planning, Consulting, Mergers & Acquisitions, Capital Markets, Economics, Finance, Management
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance & Management
Hamilton College 2003 — 2007
Bachelor of arts, Mathematics & Economics
EY 2015 - Present
IBM 2013 - 2015
qazware.com 2009 - 2013
Gentry Financial 2012 - 2012
VN-Direct Securities 2009 - 2011
Merrill Lynch 2007 - 2009
Skills
Management Consulting, Financial Analysis, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Venture Capital, Investments, Investment Strategies, Business Strategy, Investment Banking, Equity Research, Strategy, Valuation, Equities, Business Planning, Consulting, Mergers & Acquisitions, Capital Markets, Economics, Finance, Management
Education
NYU Stern School of Business 2011 — 2013
MBA, Finance & Management
Hamilton College 2003 — 2007
Bachelor of arts, Mathematics & Economics
J.P. Cullen J.P. Cullen's Merrill Lynch Experience 1997 - 2009
Job Wealth Advisor
Industry Financial Services
Experience
UBS 2009 - Present
Merrill Lynch 1997 - 2009
Education
Hampden-Sydney College 1989 — 1991
B.A., Classical Studies
Hampden-Sydney College 1988 — 1991
B.A., Classical Studies
Pepperdine University 1986 — 1987
Economics
UBS 2009 - Present
Merrill Lynch 1997 - 2009
Education
Hampden-Sydney College 1989 — 1991
B.A., Classical Studies
Hampden-Sydney College 1988 — 1991
B.A., Classical Studies
Pepperdine University 1986 — 1987
Economics
Dave Soltau , CFA Dave Soltau , CFA's Merrill Lynch Experience 2003 - 2007
Job Institutional Fixed Income, Portfolio and Risk Management Professional
Industry Financial Services
Experience
Windsor Financial Group, LLC February 2012 - June 2015
Wedbush Securities 2009 - 2012
U.S. Bank / Salo, LLC January 2008 - December 2008
Merrill Lynch 2003 - 2007
Wells Fargo Securities 2001 - 2003
GMAC RFC 1991 - 2000
Skills
Portfolio Management, Asset Management, Risk Management, Investments, Trading, Banking, Fixed Income, Credit, Capital Markets, Financial Services, Valuation, Bloomberg, Intex, BondEdge, Options, Mortgage Industry, Asset Allocation, Commercial Mortgages
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
Gustavus Adolphus College
Bachelor of Arts (B.A.)
Windsor Financial Group, LLC February 2012 - June 2015
Wedbush Securities 2009 - 2012
U.S. Bank / Salo, LLC January 2008 - December 2008
Merrill Lynch 2003 - 2007
Wells Fargo Securities 2001 - 2003
GMAC RFC 1991 - 2000
Skills
Portfolio Management, Asset Management, Risk Management, Investments, Trading, Banking, Fixed Income, Credit, Capital Markets, Financial Services, Valuation, Bloomberg, Intex, BondEdge, Options, Mortgage Industry, Asset Allocation, Commercial Mortgages
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
Gustavus Adolphus College
Bachelor of Arts (B.A.)
Nii Ato Bentsi-Enchill Nii Ato Bentsi-Enchill's Merrill Lynch Experience July 2005 - June 2007
Job Career Coach ❘ Mental Health Counselor ❘ Doing Good for Your Career & Your Life
Industry Professional Training & Coaching
Experience
Ivy Exec (IvyExec.com) March 2015 - Present
Careerfolk, LLC November 2012 - Present
Ivy Exec (IvyExec.com) August 2013 - March 2015
Technical Career Institutes September 2011 - July 2013
Community Counseling & Mediation August 2011 - June 2013
NYU Wasserman Center for Career Development January 2011 - August 2011
Baruch College, Starr Career Development Center August 2010 - June 2011
Dean Hope Center for Educational and Psychological Services January 2011 - May 2011
Isaacson, Miller October 2007 - March 2009
Merrill Lynch July 2005 - June 2007
Skills
Career Counseling, Student Counseling, Strong Interest..., Workshop Facilitation, Cover Letters, Mental Health Counseling, Career Assessment, Career Development..., MBTI, Job Coaching, Clinical Counseling, Resume Writing, Multicultural..., Student Development, Student Engagement, Career Development, Social Media, Hootsuite, LinkedIn, Twitter, Higher Education, Student Affairs, Teaching, Psychology, Counseling Psychology, Job Search, Training, Recruiting, Crisis Intervention, Job Search Strategies, Mental Health, Nonprofits, Salesforce.com
Education
Teachers College of Columbia University 2009 — 2011
Master of Education (Organizational & Multicultural) (after 60 credits), Psychological Counseling
Teachers College of Columbia University 2009 — 2011
Master's Degree, Master of Arts, Psychological Counseling (after 45 credits)
Hamilton College 2001 — 2005
BA, Psychology
Ivy Exec (IvyExec.com) March 2015 - Present
Careerfolk, LLC November 2012 - Present
Ivy Exec (IvyExec.com) August 2013 - March 2015
Technical Career Institutes September 2011 - July 2013
Community Counseling & Mediation August 2011 - June 2013
NYU Wasserman Center for Career Development January 2011 - August 2011
Baruch College, Starr Career Development Center August 2010 - June 2011
Dean Hope Center for Educational and Psychological Services January 2011 - May 2011
Isaacson, Miller October 2007 - March 2009
Merrill Lynch July 2005 - June 2007
Skills
Career Counseling, Student Counseling, Strong Interest..., Workshop Facilitation, Cover Letters, Mental Health Counseling, Career Assessment, Career Development..., MBTI, Job Coaching, Clinical Counseling, Resume Writing, Multicultural..., Student Development, Student Engagement, Career Development, Social Media, Hootsuite, LinkedIn, Twitter, Higher Education, Student Affairs, Teaching, Psychology, Counseling Psychology, Job Search, Training, Recruiting, Crisis Intervention, Job Search Strategies, Mental Health, Nonprofits, Salesforce.com
Education
Teachers College of Columbia University 2009 — 2011
Master of Education (Organizational & Multicultural) (after 60 credits), Psychological Counseling
Teachers College of Columbia University 2009 — 2011
Master's Degree, Master of Arts, Psychological Counseling (after 45 credits)
Hamilton College 2001 — 2005
BA, Psychology
Marjorie Graham's Merrill Lynch Experience August 2010 - August 2013
Job Financial Profiles, Inc.
Industry Financial Services
Experience
International Family Film Festival September 2015 - Present
Financial Profiles, Inc. August 2013 - Present
The Business Talent Agency July 2004 - Present
Merrill Lynch August 2010 - August 2013
The Coca-Cola Company September 1981 - July 2004
Skills
Financial Planning, Marketing Strategy, Facilitation, Strategic Planning, Financial Analysis, Business Strategy, Mergers, Start-ups, Coaching, Sales, Relationship Management, Business Planning, Marketing, Financial Modeling, Succession Planning, Insurance, Contract Negotiation, Negotiation, Workshop Facilitation, Retirement Planning, Mergers & Acquisitions, Facilitators, Strategic Financial..., Real Estate, Wealth Management, Finance, Investments, Financial Services, Asset Management, Strategy, Portfolio Management, Small Business, Estate Planning, Equities, Investment Strategies, Due Diligence, Valuation, Fixed Income, Fixed Annuities, Entrepreneurship, Business Development, Corporate Finance, Venture Capital, Private Equity, Banking, Life Insurance, 401k, Capital Markets, Executive Management, Series 7
Education
Gustavus Adolphus College
Business School / BA, Business / Psychology
Rosemount Sr. HS / Nicolet HS
International Family Film Festival September 2015 - Present
Financial Profiles, Inc. August 2013 - Present
The Business Talent Agency July 2004 - Present
Merrill Lynch August 2010 - August 2013
The Coca-Cola Company September 1981 - July 2004
Skills
Financial Planning, Marketing Strategy, Facilitation, Strategic Planning, Financial Analysis, Business Strategy, Mergers, Start-ups, Coaching, Sales, Relationship Management, Business Planning, Marketing, Financial Modeling, Succession Planning, Insurance, Contract Negotiation, Negotiation, Workshop Facilitation, Retirement Planning, Mergers & Acquisitions, Facilitators, Strategic Financial..., Real Estate, Wealth Management, Finance, Investments, Financial Services, Asset Management, Strategy, Portfolio Management, Small Business, Estate Planning, Equities, Investment Strategies, Due Diligence, Valuation, Fixed Income, Fixed Annuities, Entrepreneurship, Business Development, Corporate Finance, Venture Capital, Private Equity, Banking, Life Insurance, 401k, Capital Markets, Executive Management, Series 7
Education
Gustavus Adolphus College
Business School / BA, Business / Psychology
Rosemount Sr. HS / Nicolet HS
Robert Kuchar Robert Kuchar's Merrill Lynch Experience March 2012 - August 2013
Job Alloy Adviser at Alloy Advisers, LLC
Industry Financial Services
Experience
Rutgers Preparatory School September 2014 - Present
The Hun School of Princeton August 2013 - Present
Alloy Advisers, LLC 2014 - August 2014
Merrill Lynch March 2012 - August 2013
UBS Securities LLC 2007 - 2011
UBS Financial Services 2005 - 2007
Skills
Series 7, Series 66, Certified Special Needs..., Alternative Investments, Uniform Combined State..., Wealth Management
Education
Hamilton College 2001 — 2005
BA, Public Policy
The Hun School of Princeton
Rutgers Preparatory School September 2014 - Present
The Hun School of Princeton August 2013 - Present
Alloy Advisers, LLC 2014 - August 2014
Merrill Lynch March 2012 - August 2013
UBS Securities LLC 2007 - 2011
UBS Financial Services 2005 - 2007
Skills
Series 7, Series 66, Certified Special Needs..., Alternative Investments, Uniform Combined State..., Wealth Management
Education
Hamilton College 2001 — 2005
BA, Public Policy
The Hun School of Princeton
H. Webster Baldwin IV's Merrill Lynch Experience September 2010 - November 2012
Job President/Owner at Basis Insurance Group, LLC
Industry Insurance
Experience
BASIS Insurance Group, LLC October 2014 - Present
Capital One November 2012 - July 2014
Merrill Lynch September 2010 - November 2012
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Securities, Risk Management, Alternative Investments, Options, Bonds, PowerPoint, Strategic Financial..., Private Equity, Fixed Annuities, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investment Strategies, Fixed Income, Investment Management, 401k, Insurance, Financial Services, IRAs, Life Insurance, Long-term Care, ETFs, FINRA, Trading, Uniform Combined State..., Economics, Financial Planning, Microsoft Office, Microsoft Excel, Asset Managment, Excel, Commercial Insurance, Property & Casualty..., General Insurance, Umbrella Insurance, Health Insurance, Term Life Insurance
Education
College of Financial Planning 2011 — 2011
CRPC
Hampden-Sydney College 2003 — 2007
BA, Economics
BASIS Insurance Group, LLC October 2014 - Present
Capital One November 2012 - July 2014
Merrill Lynch September 2010 - November 2012
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Securities, Risk Management, Alternative Investments, Options, Bonds, PowerPoint, Strategic Financial..., Private Equity, Fixed Annuities, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investment Strategies, Fixed Income, Investment Management, 401k, Insurance, Financial Services, IRAs, Life Insurance, Long-term Care, ETFs, FINRA, Trading, Uniform Combined State..., Economics, Financial Planning, Microsoft Office, Microsoft Excel, Asset Managment, Excel, Commercial Insurance, Property & Casualty..., General Insurance, Umbrella Insurance, Health Insurance, Term Life Insurance
Education
College of Financial Planning 2011 — 2011
CRPC
Hampden-Sydney College 2003 — 2007
BA, Economics
Dawn Patrick, MBA Dawn Patrick, MBA's Merrill Lynch Experience October 2005 - May 2007
Job Diverse MBA Human Resources & Marketing Director
Industry Management Consulting
Experience
United States Postal Service February 2014 - Present
1113 Church Street, LLC February 2010 - Present
Workforce Development Board of Greensboro, High Point, Guilford County July 2013 - February 2014
Davenport Transportation Consulting February 2012 - September 2012
Triad Christian Center February 2010 - July 2012
Guilford County Home Ownership Center March 2006 - December 2011
Wells Fargo Advisors, LLC May 2007 - August 2009
United Way of Greater Greensboro September 2007 - January 2008
Merrill Lynch October 2005 - May 2007
North Carolina A&T State University Foundation May 2004 - June 2005
Skills
Training, Strategy, Marketing, Business Development, Strategic Planning, Coaching, Management, Public Relations, Program Management, Non-profits, Small Business, Nonprofits, Event Management, Negotiation, Project Planning, Relationship Management, Leadership Development, Time Management, Leadership, Recruiting, Banking, Project Management, Workshop Facilitation, Insurance, Analysis, Sales, Proposal Writing, Branding & Identity, Publications, Customer Satisfaction, Project Coordination, Financial Services, Organizational..., Investments, Management Consulting, Budgets, Human Resources, Talent Acquisition, Public Speaking, Consulting, Newsletters, Research, Staff Development, Entrepreneurship
Education
Laurel University 2011 — 2014
Master of Business Administration (M.B.A.), Management
Guilford Technical Community College
Certificate, Project Management
Guilford Technical Community College 2013 — 2013
Certification, Career Readiness, Silver Level
North Carolina A&T State University 2013 — 2013
Certification, QuickBooks for Small Businesses & Entreprenuers
Hampton University
B.A., Mass Media Arts
Hopewell High School
Diploma, College Prep & Business
United States Postal Service February 2014 - Present
1113 Church Street, LLC February 2010 - Present
Workforce Development Board of Greensboro, High Point, Guilford County July 2013 - February 2014
Davenport Transportation Consulting February 2012 - September 2012
Triad Christian Center February 2010 - July 2012
Guilford County Home Ownership Center March 2006 - December 2011
Wells Fargo Advisors, LLC May 2007 - August 2009
United Way of Greater Greensboro September 2007 - January 2008
Merrill Lynch October 2005 - May 2007
North Carolina A&T State University Foundation May 2004 - June 2005
Skills
Training, Strategy, Marketing, Business Development, Strategic Planning, Coaching, Management, Public Relations, Program Management, Non-profits, Small Business, Nonprofits, Event Management, Negotiation, Project Planning, Relationship Management, Leadership Development, Time Management, Leadership, Recruiting, Banking, Project Management, Workshop Facilitation, Insurance, Analysis, Sales, Proposal Writing, Branding & Identity, Publications, Customer Satisfaction, Project Coordination, Financial Services, Organizational..., Investments, Management Consulting, Budgets, Human Resources, Talent Acquisition, Public Speaking, Consulting, Newsletters, Research, Staff Development, Entrepreneurship
Education
Laurel University 2011 — 2014
Master of Business Administration (M.B.A.), Management
Guilford Technical Community College
Certificate, Project Management
Guilford Technical Community College 2013 — 2013
Certification, Career Readiness, Silver Level
North Carolina A&T State University 2013 — 2013
Certification, QuickBooks for Small Businesses & Entreprenuers
Hampton University
B.A., Mass Media Arts
Hopewell High School
Diploma, College Prep & Business
Ben Farmer Ben Farmer's Merrill Lynch Experience May 2002 - August 2002
Job AVP: Financial Sales Manager: Business Deposits at First Citizens Bank
Industry Banking
Experience
First Citizens Bank May 2013 - Present
Union First Market Bank December 2003 - May 2013
First Market Bank December 2003 - May 2013
MassMutual Financial Group April 2003 - November 2003
Merrill Lynch May 2002 - August 2002
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Risk Management, Strategic Planning, Microsoft Excel, Credit Analysis, Customer Service, Sales, Consumer Lending, Management, Retail Banking, Finance, Cross Selling, Financial Services, Leadership, Small Business, Wealth Management, Coaching, Business Development, Lines Of Credit, Branch Banking, New Business Development, Deposits
Education
Hampden-Sydney College 1998 — 2002
BA, Psychology / Sociology
Holy Innocents' Episcopal School (Atlanta, GA) 1994 — 1998
First Citizens Bank May 2013 - Present
Union First Market Bank December 2003 - May 2013
First Market Bank December 2003 - May 2013
MassMutual Financial Group April 2003 - November 2003
Merrill Lynch May 2002 - August 2002
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Risk Management, Strategic Planning, Microsoft Excel, Credit Analysis, Customer Service, Sales, Consumer Lending, Management, Retail Banking, Finance, Cross Selling, Financial Services, Leadership, Small Business, Wealth Management, Coaching, Business Development, Lines Of Credit, Branch Banking, New Business Development, Deposits
Education
Hampden-Sydney College 1998 — 2002
BA, Psychology / Sociology
Holy Innocents' Episcopal School (Atlanta, GA) 1994 — 1998
Brandon Forney Brandon Forney's Merrill Lynch Experience February 2012 - April 2013
Job Relationship Manager, AVP for The PNC Private Client Group
Industry Financial Services
Experience
PNC April 2015 - Present
Wells Fargo April 2013 - April 2015
Merrill Lynch February 2012 - April 2013
Wells Fargo Advisors, LLC July 2010 - February 2012
Skills
Finance, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning
Education
Guilford College
Winston-Salem State University
Business Admin. w/ concentration in Banking/Finance
PNC April 2015 - Present
Wells Fargo April 2013 - April 2015
Merrill Lynch February 2012 - April 2013
Wells Fargo Advisors, LLC July 2010 - February 2012
Skills
Finance, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning
Education
Guilford College
Winston-Salem State University
Business Admin. w/ concentration in Banking/Finance
Kinnery Mehta Kinnery Mehta's Merrill Lynch Experience July 2008 - May 2009
Job Energy Analyst at NuEnergen
Industry Financial Services
Experience
MC Energy Inc. January 2010 - May 2013
Pace University January 2008 - December 2009
Gerstein Fisher June 2009 - August 2009
Pace University May 2009 - August 2009
Merrill Lynch July 2008 - May 2009
AXA Advisors June 2008 - August 2008
Pace University September 2007 - January 2008
Nirma University of Science & Technology, India June 2001 - June 2007
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Analysis, Research, Equities, Customer Service, Budgets, Market Research, Access, Microsoft Office, Forecasting, PowerPoint, Energy, Microsoft Word, Rate Design, Gas Industry, Utility Regulation, Deregulation, Price Forecasting, Procurement, Energy Modelling, Energy Markets, Utility Rate Analysis, Energy Bill auditing, Account Management, Energy Management, Risk Management..., Budget Forecasts, Energy Policy, Procurement Contracts, utility tariffs, Electricity Markets, Management, Economics, Project Planning, Finance
Education
Pace University 2007 — 2009
MBA, Investment Management & Information Systems
Gujarat University 1996 — 2000
B.E., Chemcial Engineering
MC Energy Inc. January 2010 - May 2013
Pace University January 2008 - December 2009
Gerstein Fisher June 2009 - August 2009
Pace University May 2009 - August 2009
Merrill Lynch July 2008 - May 2009
AXA Advisors June 2008 - August 2008
Pace University September 2007 - January 2008
Nirma University of Science & Technology, India June 2001 - June 2007
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Analysis, Research, Equities, Customer Service, Budgets, Market Research, Access, Microsoft Office, Forecasting, PowerPoint, Energy, Microsoft Word, Rate Design, Gas Industry, Utility Regulation, Deregulation, Price Forecasting, Procurement, Energy Modelling, Energy Markets, Utility Rate Analysis, Energy Bill auditing, Account Management, Energy Management, Risk Management..., Budget Forecasts, Energy Policy, Procurement Contracts, utility tariffs, Electricity Markets, Management, Economics, Project Planning, Finance
Education
Pace University 2007 — 2009
MBA, Investment Management & Information Systems
Gujarat University 1996 — 2000
B.E., Chemcial Engineering
Barb Hutson's Merrill Lynch Experience June 1981 - June 1986
Job Manager of Advancement Services at William Mitchell College of Law
Industry Higher Education
Experience
William Mitchell College of Law 2012 - Present
Augsburg College September 2001 - August 2012
Ameriprise Financial Services 1990 - 1991
IDS Financial Services 1986 - 1990
Merrill Lynch June 1981 - June 1986
Skills
Non-profits, Stewardship, Editing, Volunteer Management, Nonprofits, Fundraising, Philanthropy, Program Development, Community Outreach, Annual Giving, Social Media, Event Planning, Alumni Relations, Microsoft Office, Public Speaking, Higher Education, Customer Service, Grant Writing, Research, Community Development, Leadership, Event Management, Leadership Development, Staff Development, Student Affairs, Grants, Planned Giving, Fundraisers, Prospect Research, Raiser's Edge
Education
Gustavus Adolphus College 1977 — 1981
BA, Business
William Mitchell College of Law 2012 - Present
Augsburg College September 2001 - August 2012
Ameriprise Financial Services 1990 - 1991
IDS Financial Services 1986 - 1990
Merrill Lynch June 1981 - June 1986
Skills
Non-profits, Stewardship, Editing, Volunteer Management, Nonprofits, Fundraising, Philanthropy, Program Development, Community Outreach, Annual Giving, Social Media, Event Planning, Alumni Relations, Microsoft Office, Public Speaking, Higher Education, Customer Service, Grant Writing, Research, Community Development, Leadership, Event Management, Leadership Development, Staff Development, Student Affairs, Grants, Planned Giving, Fundraisers, Prospect Research, Raiser's Edge
Education
Gustavus Adolphus College 1977 — 1981
BA, Business
Austin Bernal's Merrill Lynch Experience June 2009 - August 2009
Job Senior Entrepreneurship and Spanish Major
Industry Management Consulting
Experience
Self Employed September 2009 - Present
King's Jewelers August 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Self Employed May 2003 - August 2009
Education
Grove City College
Entrepreneurship and Spanish Liberal Arts; Entrep
Self Employed September 2009 - Present
King's Jewelers August 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Self Employed May 2003 - August 2009
Education
Grove City College
Entrepreneurship and Spanish Liberal Arts; Entrep
Christy House Christy House's Merrill Lynch Experience 2007 - March 2010
Job Senior Client Service Manager
Industry Financial Services
Experience
State Street Global Advisors January 2014 - Present
Fidelity Charitable January 2012 - January 2014
Jensen Investment Management July 2010 - January 2012
Merrill Lynch 2007 - March 2010
Experience.com 2006 - 2007
Hamilton College 2002 - 2006
Skills
Solution Selling, Networking, Series 7, Leadership, Investments, Asset Managment, Mutual Funds, Time Management, Equities, Portfolio Management, Finance, Financial Services, Sales, Asset Allocation, Analysis
Education
Hamilton College 2002 — 2006
BA of Liberal Arts, Cultural Anthropology
State Street Global Advisors January 2014 - Present
Fidelity Charitable January 2012 - January 2014
Jensen Investment Management July 2010 - January 2012
Merrill Lynch 2007 - March 2010
Experience.com 2006 - 2007
Hamilton College 2002 - 2006
Skills
Solution Selling, Networking, Series 7, Leadership, Investments, Asset Managment, Mutual Funds, Time Management, Equities, Portfolio Management, Finance, Financial Services, Sales, Asset Allocation, Analysis
Education
Hamilton College 2002 — 2006
BA of Liberal Arts, Cultural Anthropology
William Jeffers William Jeffers's Merrill Lynch Experience July 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2006 - Present
UBS Financial Services September 2004 - July 2006
Outside Loop Computers, Inc. January 1999 - September 2004
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1996
MBA, Finance
Gustavus Adolphus College 1987 — 1991
BA, Biology
Merrill Lynch July 2006 - Present
UBS Financial Services September 2004 - July 2006
Outside Loop Computers, Inc. January 1999 - September 2004
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1996
MBA, Finance
Gustavus Adolphus College 1987 — 1991
BA, Biology
Carin Thomas Carin Thomas's Merrill Lynch Experience 1995 - 2008
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2008 - Present
Merrill Lynch 1995 - 2008
Wells Fargo 1991 - 1995
US Bank 1986 - 1991
US Bank 1984 - 1986
Education
Gustavus Adolphus College 1980 — 1984
BA, Economics
UBS 2008 - Present
Merrill Lynch 1995 - 2008
Wells Fargo 1991 - 1995
US Bank 1986 - 1991
US Bank 1984 - 1986
Education
Gustavus Adolphus College 1980 — 1984
BA, Economics
Emily Falso Emily Falso's Merrill Lynch Experience September 2010 - November 2010
Job Medical Billing Specialist
Industry Hospital & Health Care
Experience
Robert J. Weiss, M.D. May 2013 - August 2015
Lourdes Camp June 2011 - August 2011
Merrill Lynch September 2010 - November 2010
Adirondack League Club June 2009 - August 2010
Skills
Word, PowerPoint, Excel, Stata, Allscripts, Customer Service, French, Practicare
Education
Hamilton College 2008 — 2012
Bachelor of Arts, Economics
Manlius Pebble Hill School 2004 — 2008
Robert J. Weiss, M.D. May 2013 - August 2015
Lourdes Camp June 2011 - August 2011
Merrill Lynch September 2010 - November 2010
Adirondack League Club June 2009 - August 2010
Skills
Word, PowerPoint, Excel, Stata, Allscripts, Customer Service, French, Practicare
Education
Hamilton College 2008 — 2012
Bachelor of Arts, Economics
Manlius Pebble Hill School 2004 — 2008
Kristine Morrell Jurczyk Kristine Morrell Jurczyk's Merrill Lynch Experience May 2002 - February 2008
Job Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners March 2013 - Present
GE Antares Capital February 2008 - March 2013
Merrill Lynch May 2002 - February 2008
Arthur Andersen December 1996 - April 2002
Skills
Portfolio Management, Due Diligence, Private Equity, Corporate Finance, Loans, Mergers & Acquisitions, Underwriting, Financial Modeling, Capital Markets, Financial Analysis, Cash Flow, Leveraged Finance, Credit Analysis, Buyouts, Middle Market
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Accounting and Finance
Gustavus Adolphus College 1993 — 1997
BA, Accounting, Criminal Justice
Vista Equity Partners March 2013 - Present
GE Antares Capital February 2008 - March 2013
Merrill Lynch May 2002 - February 2008
Arthur Andersen December 1996 - April 2002
Skills
Portfolio Management, Due Diligence, Private Equity, Corporate Finance, Loans, Mergers & Acquisitions, Underwriting, Financial Modeling, Capital Markets, Financial Analysis, Cash Flow, Leveraged Finance, Credit Analysis, Buyouts, Middle Market
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Accounting and Finance
Gustavus Adolphus College 1993 — 1997
BA, Accounting, Criminal Justice
Jonathan Headley Jr. Jonathan Headley Jr.'s Merrill Lynch Experience May 2015 - August 2015
Job Intern at Merrill Lynch Inc
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
Headley Contracting May 2014 - August 2014
Skills
Microsoft Excel, Social Media, PowerPoint, Problem Solving, Wealth Management, Equity Research, Portfolio Management
Education
Hampden-Sydney College 2014 — 2018
Economics
Collegiate High School 2001 — 2014
Merrill Lynch May 2015 - August 2015
Headley Contracting May 2014 - August 2014
Skills
Microsoft Excel, Social Media, PowerPoint, Problem Solving, Wealth Management, Equity Research, Portfolio Management
Education
Hampden-Sydney College 2014 — 2018
Economics
Collegiate High School 2001 — 2014
Melissa Graner Johnson Melissa Graner Johnson's Merrill Lynch Experience November 2010 - August 2014
Job Trust Relationship Manager at U.S. Bank
Industry Investment Management
Experience
U.S. Bank August 2014 - Present
Merrill Lynch November 2010 - August 2014
Libera Knapp Law Office July 2010 - October 2010
State of Minnesota November 2009 - July 2010
Skills
Legal Research, Legal Writing, Litigation, Securities, Investments, Civil Litigation, Insurance, Trusts, Westlaw, Estate Planning, Financial Planning, Series 7, Series 66, Family Law, Financial Services, Seminars
Education
Hamline University School of Law 2006 — 2009
JD, Law
University of Minnesota-Twin Cities 2002 — 2006
BA, Economics, Political Science, German
U.S. Bank August 2014 - Present
Merrill Lynch November 2010 - August 2014
Libera Knapp Law Office July 2010 - October 2010
State of Minnesota November 2009 - July 2010
Skills
Legal Research, Legal Writing, Litigation, Securities, Investments, Civil Litigation, Insurance, Trusts, Westlaw, Estate Planning, Financial Planning, Series 7, Series 66, Family Law, Financial Services, Seminars
Education
Hamline University School of Law 2006 — 2009
JD, Law
University of Minnesota-Twin Cities 2002 — 2006
BA, Economics, Political Science, German
C. Todd Rudzinski, CFP® C. Todd Rudzinski, CFP®'s Merrill Lynch Experience January 2002 - December 2002
Job Retirement Specialist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank March 2003 - Present
Merrill Lynch January 2002 - December 2002
Education
Hampden-Sydney College 1995 — 1999
Bachelor of Arts, Managerial Economics
SunTrust Bank March 2003 - Present
Merrill Lynch January 2002 - December 2002
Education
Hampden-Sydney College 1995 — 1999
Bachelor of Arts, Managerial Economics
Justin Niederman's Merrill Lynch Experience May 2009 - September 2009
Job Investment Analyst at Value Growth Asset Management
Industry Investment Banking
Experience
Value Growth Asset Management February 2014 - Present
USA Highschool Clay Target League January 2012 - Present
Grip N' Twist, LLC 2012 - Present
JTN Companies, LLC 2011 - Present
Infinite Insurance 2011 - 2013
Merrill Lynch May 2009 - September 2009
Social Wendy Group May 2009 - July 2009
Holiday Stationstores, Inc. May 2008 - September 2008
Holiday Stationstores 2005 - 2007
Skills
Investments, Business Strategy, Accounting, Strategic Financial..., Facebook, Financial Analysis, Marketing, Customer Service, Retail, Microsoft Excel, Microsoft Office, Social Media, Management, Sales, Insurance, PowerPoint, Wealth Management, Portfolio Management, Microsoft Word, Equities, Entrepreneurship, Start-ups, Small Business, Financial Planning
Education
Gustavus Adolphus College 2007 — 2011
Bachelor’s Degree, Business/Managerial Economics
Wayazata High School 2003 — 2007
Value Growth Asset Management February 2014 - Present
USA Highschool Clay Target League January 2012 - Present
Grip N' Twist, LLC 2012 - Present
JTN Companies, LLC 2011 - Present
Infinite Insurance 2011 - 2013
Merrill Lynch May 2009 - September 2009
Social Wendy Group May 2009 - July 2009
Holiday Stationstores, Inc. May 2008 - September 2008
Holiday Stationstores 2005 - 2007
Skills
Investments, Business Strategy, Accounting, Strategic Financial..., Facebook, Financial Analysis, Marketing, Customer Service, Retail, Microsoft Excel, Microsoft Office, Social Media, Management, Sales, Insurance, PowerPoint, Wealth Management, Portfolio Management, Microsoft Word, Equities, Entrepreneurship, Start-ups, Small Business, Financial Planning
Education
Gustavus Adolphus College 2007 — 2011
Bachelor’s Degree, Business/Managerial Economics
Wayazata High School 2003 — 2007
Pankti Shah's Merrill Lynch Experience June 2009 - August 2009
Job
Industry Investment Management
Experience
Next World Group April 2015 - Present
Gerken Capital Associates (GCA) October 2011 - April 2015
Gerken Capital Associates September 2010 - September 2011
University of North Carolina February 2009 - May 2010
Belk college of business, UNCC January 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Forecasting, Global Macro, Equity Research, Fixed Income Analysis, Investment Management, Portfolio Management, Wealth Management, Business Valuation, Risk Management, Due Diligence, Performance Attribution, Electronic Trading, Trading Strategies, ETFs, Currency Futures, Commodity Markets, Hedge Funds, DCF, Management Accounting, Microsoft Excel, PowerPoint, Capital Budgeting, Angel Investing, Reporting & Analysis, Venture Capital, Finance, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
MBA, Business Finance, 3.7
ICFAI University 2005 — 2008
Masters of Science, Finance
Gujarat University 2004 — 2007
BCom, Accounting
Investment Banking Insitute
Next World Group April 2015 - Present
Gerken Capital Associates (GCA) October 2011 - April 2015
Gerken Capital Associates September 2010 - September 2011
University of North Carolina February 2009 - May 2010
Belk college of business, UNCC January 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Forecasting, Global Macro, Equity Research, Fixed Income Analysis, Investment Management, Portfolio Management, Wealth Management, Business Valuation, Risk Management, Due Diligence, Performance Attribution, Electronic Trading, Trading Strategies, ETFs, Currency Futures, Commodity Markets, Hedge Funds, DCF, Management Accounting, Microsoft Excel, PowerPoint, Capital Budgeting, Angel Investing, Reporting & Analysis, Venture Capital, Finance, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
MBA, Business Finance, 3.7
ICFAI University 2005 — 2008
Masters of Science, Finance
Gujarat University 2004 — 2007
BCom, Accounting
Investment Banking Insitute
Kelly Greaton Kelly Greaton's Merrill Lynch Experience September 1994 - May 1996
Job Medtronic Sales & Business Development
Industry Medical Devices
Experience
Medtronic April 2012 - Present
US Endoscopy May 2008 - April 2012
Sanofi Aventis September 2005 - May 2008
Citigroup Smith Barney November 2000 - September 2005
George K. Baum & Company July 1999 - October 2000
The Pillsbury Company May 1996 - July 1999
Merrill Lynch September 1994 - May 1996
Skills
Business Development, Capital Equipment, Gastroenterology, Hospitals, Investments, Market Development, Medical Devices, Operating Room, Disposables, Cardiology, Pain Management, Pharmaceutical Sales, Product Launch, Sales Operations, Surgeons, Cross-functional Team..., Healthcare, Strategic Planning, Surgical Instruments, Urology
Education
University of St. Thomas
Master of Business Communication, Magna Cum Laude
Hamline University 1992 — 1996
Bachelor of Arts (BA), Economics, Magna Cum Laude
Medtronic April 2012 - Present
US Endoscopy May 2008 - April 2012
Sanofi Aventis September 2005 - May 2008
Citigroup Smith Barney November 2000 - September 2005
George K. Baum & Company July 1999 - October 2000
The Pillsbury Company May 1996 - July 1999
Merrill Lynch September 1994 - May 1996
Skills
Business Development, Capital Equipment, Gastroenterology, Hospitals, Investments, Market Development, Medical Devices, Operating Room, Disposables, Cardiology, Pain Management, Pharmaceutical Sales, Product Launch, Sales Operations, Surgeons, Cross-functional Team..., Healthcare, Strategic Planning, Surgical Instruments, Urology
Education
University of St. Thomas
Master of Business Communication, Magna Cum Laude
Hamline University 1992 — 1996
Bachelor of Arts (BA), Economics, Magna Cum Laude
Corey Reagan's Merrill Lynch Experience July 2007 - February 2009
Job Account Executive, Enterprise Sales at Pure Storage
Industry Information Technology and Services
Experience
Pure Storage March 2015 - Present
Carpathia July 2013 - March 2015
Dell March 2012 - June 2013
Dell April 2011 - March 2012
Compellent Technologies August 2010 - March 2011
Rauenhorst Recruiting Company March 2009 - August 2010
Merrill Lynch July 2007 - February 2009
Skills
Dell Computers, Business Intelligence, Dell PowerEdge Servers, VMware, Hardware, Storage, Channel, Management, NAS, Sales, Disaster Recovery, Direct Sales, Sales Operations, Backup Solutions, Managed Services, Enterprise Software, SAN, Professional Services, VDI, Channel Partners, Pre-sales, Partner Management, Demand Generation, HP
Education
Gustavus Adolphus College
B.A., Economics
Minnetonka High School
Pure Storage March 2015 - Present
Carpathia July 2013 - March 2015
Dell March 2012 - June 2013
Dell April 2011 - March 2012
Compellent Technologies August 2010 - March 2011
Rauenhorst Recruiting Company March 2009 - August 2010
Merrill Lynch July 2007 - February 2009
Skills
Dell Computers, Business Intelligence, Dell PowerEdge Servers, VMware, Hardware, Storage, Channel, Management, NAS, Sales, Disaster Recovery, Direct Sales, Sales Operations, Backup Solutions, Managed Services, Enterprise Software, SAN, Professional Services, VDI, Channel Partners, Pre-sales, Partner Management, Demand Generation, HP
Education
Gustavus Adolphus College
B.A., Economics
Minnetonka High School
Daniella Munzig Daniella Munzig's Merrill Lynch Experience October 2006 - July 2008
Job Associate Attorney at The Law Office of Nancy D. Kellman
Industry Legal Services
Experience
The Law Office of Nancy D. Kellman September 2013 - Present
The Hired Guns July 2008 - August 2009
Merrill Lynch October 2006 - July 2008
Skills
Legal Writing, Research, Legal Research, Editing, Litigation, Talent Acquisition, Recruiting
Education
McGill University, Faculty of Law 2009 — 2012
B.C.L./L.L.B.
Wesleyan University
B.A., History
Hamline University School of Law
Certificate in Dispute Resolution
The Law Office of Nancy D. Kellman September 2013 - Present
The Hired Guns July 2008 - August 2009
Merrill Lynch October 2006 - July 2008
Skills
Legal Writing, Research, Legal Research, Editing, Litigation, Talent Acquisition, Recruiting
Education
McGill University, Faculty of Law 2009 — 2012
B.C.L./L.L.B.
Wesleyan University
B.A., History
Hamline University School of Law
Certificate in Dispute Resolution
Rick Boccard Rick Boccard's Merrill Lynch Experience May 2004 - August 2004
Job Sales Operations and Business Development Professional
Industry Information Technology and Services
Experience
Beacon Technologies December 2010 - Present
Bronto Software July 2009 - December 2010
Bluewolf September 2008 - June 2009
Bluewolf March 2007 - June 2009
Bluewolf January 2006 - March 2007
Geritrex July 2005 - December 2005
Morgan Stanley Investment Management October 2004 - May 2005
Merrill Lynch May 2004 - August 2004
Skills
Sales, Management, Sales Process, Solution Selling, Exceeding Quotas, Email Marketing, E-commerce, Sales Management, Lead Generation, Account Management, Marketing, SaaS, CRM, Cloud Computing, Web Design, Digital Marketing, Managed Services, Strategic Partnerships, Pipeline Development, PPC, Online Marketing, Strategic Communications, Web Applications, Web Analytics, Analytics, Business Development, Client Relations Skills, Sales Presentations, Sales Operations, Bronto, Quota Achievement, Cross-Channel, Integrated..., Data-driven Marketing, Salesforce.com, SEO, New Business Development
Education
University of North Carolina at Greensboro 2013 — 2015
Master of Business Administration (MBA)
Roanoke College 2001 — 2005
BA
Guilford Technical Community College 2009 — 2013
AAS
Valley Central 1997 — 2001
Beacon Technologies December 2010 - Present
Bronto Software July 2009 - December 2010
Bluewolf September 2008 - June 2009
Bluewolf March 2007 - June 2009
Bluewolf January 2006 - March 2007
Geritrex July 2005 - December 2005
Morgan Stanley Investment Management October 2004 - May 2005
Merrill Lynch May 2004 - August 2004
Skills
Sales, Management, Sales Process, Solution Selling, Exceeding Quotas, Email Marketing, E-commerce, Sales Management, Lead Generation, Account Management, Marketing, SaaS, CRM, Cloud Computing, Web Design, Digital Marketing, Managed Services, Strategic Partnerships, Pipeline Development, PPC, Online Marketing, Strategic Communications, Web Applications, Web Analytics, Analytics, Business Development, Client Relations Skills, Sales Presentations, Sales Operations, Bronto, Quota Achievement, Cross-Channel, Integrated..., Data-driven Marketing, Salesforce.com, SEO, New Business Development
Education
University of North Carolina at Greensboro 2013 — 2015
Master of Business Administration (MBA)
Roanoke College 2001 — 2005
BA
Guilford Technical Community College 2009 — 2013
AAS
Valley Central 1997 — 2001
Kara Novak Kara Novak's Merrill Lynch Experience May 2007 - June 2007
Job Senior Compliance Associate at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation September 2015 - Present
Freelance Musician June 2005 - Present
U.S. Department of Justice June 2013 - September 2015
U.S. House of Representatives May 2013 - June 2013
Public Knowledge September 2011 - December 2012
Carthage Federal Savings and Loan May 2008 - August 2008
Merrill Lynch May 2007 - June 2007
Education
University of Notre Dame Law School 2008 — 2011
Juris Doctor
Hamilton College 2004 — 2008
Bachelor of Arts, Mathematics, Music
Carthage High School
Moody's Corporation September 2015 - Present
Freelance Musician June 2005 - Present
U.S. Department of Justice June 2013 - September 2015
U.S. House of Representatives May 2013 - June 2013
Public Knowledge September 2011 - December 2012
Carthage Federal Savings and Loan May 2008 - August 2008
Merrill Lynch May 2007 - June 2007
Education
University of Notre Dame Law School 2008 — 2011
Juris Doctor
Hamilton College 2004 — 2008
Bachelor of Arts, Mathematics, Music
Carthage High School
Jill Mirabito Jill Mirabito's Merrill Lynch Experience May 2007 - May 2013
Job Higher Education Advocate | Planned Giving | Scholarships
Industry Higher Education
Experience
SUNY Cortland June 2014 - Present
Merrill Lynch May 2007 - May 2013
Citigroup Global Asset Management/Smith Barney October 1998 - May 2007
Merrill Lynch September 1989 - October 1998
Morgan Stanley Wealth Management March 1984 - September 1989
Skills
Planned Giving, Charitable Gift..., Stewardship, Public Speaking, Research, Strategic Planning, Fundraising, Philanthropy, Event Planning, Volunteer Management, Capital Campaigns, Board Development, Social Entrepreneurship, Alumni Relations, Annual Giving, Microsoft Office, Higher Education, Raiser's Edge, Nonprofits, Community Outreach
Education
Hamilton College
Bachelor of Arts (B.A.), Biology, General
SUNY Cortland June 2014 - Present
Merrill Lynch May 2007 - May 2013
Citigroup Global Asset Management/Smith Barney October 1998 - May 2007
Merrill Lynch September 1989 - October 1998
Morgan Stanley Wealth Management March 1984 - September 1989
Skills
Planned Giving, Charitable Gift..., Stewardship, Public Speaking, Research, Strategic Planning, Fundraising, Philanthropy, Event Planning, Volunteer Management, Capital Campaigns, Board Development, Social Entrepreneurship, Alumni Relations, Annual Giving, Microsoft Office, Higher Education, Raiser's Edge, Nonprofits, Community Outreach
Education
Hamilton College
Bachelor of Arts (B.A.), Biology, General
Shamik Desai Shamik Desai's Merrill Lynch Experience July 2005 - March 2008
Job Sr. Database Administrator
Industry Insurance
Experience
Assurant September 2012 - Present
InComm March 2012 - September 2012
Pfizer April 2008 - March 2012
Merrill Lynch July 2005 - March 2008
Contests2win.com May 2004 - June 2005
Pramukhswami IIT 1999 - 2002
Skills
High Availability, Database Administration, Replication, Microsoft SQL Server, IIS, 2008 R2, SSIS, SSRS, SQL Tuning, Data Warehousing, Cluster, T-SQL, Performance Tuning, SQL, ETL, Data Migration, Data Modeling, Data Warehouse..., Database Design, Databases
Education
Gujarat University 1991 — 1994
Bachelor of Science (B.Sc.), Physics
Assurant September 2012 - Present
InComm March 2012 - September 2012
Pfizer April 2008 - March 2012
Merrill Lynch July 2005 - March 2008
Contests2win.com May 2004 - June 2005
Pramukhswami IIT 1999 - 2002
Skills
High Availability, Database Administration, Replication, Microsoft SQL Server, IIS, 2008 R2, SSIS, SSRS, SQL Tuning, Data Warehousing, Cluster, T-SQL, Performance Tuning, SQL, ETL, Data Migration, Data Modeling, Data Warehouse..., Database Design, Databases
Education
Gujarat University 1991 — 1994
Bachelor of Science (B.Sc.), Physics
August Keating August Keating's Merrill Lynch Experience August 2008 - December 2008
Job Senior Consultant at Capco
Industry Management Consulting
Experience
Capco May 2014 - March 2015
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - August 2009
Sponsors for Educational Opportunity (SEO) May 2009 - August 2009
Merrill Lynch August 2008 - December 2008
Goldman Sachs June 2008 - August 2008
Skills
Series 7, Series 63, Fixed Income, Recruiting, Investment Management, Financial Advisory, Financial Analysis, Capital Markets, Portfolio Management, Investments, Cross-functional Team..., Project Management, Business Strategy, Entrepreneurship, Finance, Asset Management, Financial Services, Microsoft Office, Consulting, Research, Equities, Microsoft Excel
Education
Hamilton College 2006 — 2010
Economics, Minor in Communications
Leonia High school 2002 — 2006
Capco May 2014 - March 2015
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - August 2009
Sponsors for Educational Opportunity (SEO) May 2009 - August 2009
Merrill Lynch August 2008 - December 2008
Goldman Sachs June 2008 - August 2008
Skills
Series 7, Series 63, Fixed Income, Recruiting, Investment Management, Financial Advisory, Financial Analysis, Capital Markets, Portfolio Management, Investments, Cross-functional Team..., Project Management, Business Strategy, Entrepreneurship, Finance, Asset Management, Financial Services, Microsoft Office, Consulting, Research, Equities, Microsoft Excel
Education
Hamilton College 2006 — 2010
Economics, Minor in Communications
Leonia High school 2002 — 2006
Jake Obron Jake Obron's Merrill Lynch Experience May 2010 - August 2010
Job Software Engineer
Industry Computer Software
Experience
Hack Reactor March 2015 - Present
Cisco Systems August 2013 - October 2014
HelloWorld, Inc. May 2012 - August 2012
Financial Services of America May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Software Engineering, JavaScript, Python, Data Science, Web Development, Node.js, Data Structures, AngularJS, Algorithms, MongoDB, MySQL, Software Development, Programming, Analytics, D3.js, GruntJS, HTML, CSS, Marketing, Java, Start-ups, SQL, Market Research, Social Media, Analysis, Web Analytics, PHP, Portfolio Management, Portfolio Strategy, Google App Engine, Algorithm Design
Education
Hack Reactor 2014 — 2015
Advanced Software Engineering Immersive, Computer Science
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Informatics
Andover High School 2005 — 2009
Hack Reactor March 2015 - Present
Cisco Systems August 2013 - October 2014
HelloWorld, Inc. May 2012 - August 2012
Financial Services of America May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Software Engineering, JavaScript, Python, Data Science, Web Development, Node.js, Data Structures, AngularJS, Algorithms, MongoDB, MySQL, Software Development, Programming, Analytics, D3.js, GruntJS, HTML, CSS, Marketing, Java, Start-ups, SQL, Market Research, Social Media, Analysis, Web Analytics, PHP, Portfolio Management, Portfolio Strategy, Google App Engine, Algorithm Design
Education
Hack Reactor 2014 — 2015
Advanced Software Engineering Immersive, Computer Science
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Informatics
Andover High School 2005 — 2009
William Chouraqui's Merrill Lynch Experience June 2012 - July 2012
Job JDS Development Group
Industry Financial Services
Experience
JDS Development Group June 2014 - Present
APF Properties June 2013 - August 2013
Merrill Lynch June 2012 - July 2012
TECNY GROUP INC August 2011 - August 2011
PureWow June 2010 - August 2010
Skills
Qualitative Market..., Microsoft Excel, Economics, Microsoft Office, PowerPoint, Commercial Real Estate..., VBA, Econometrics, Social Media, Fundraising
Education
Hamilton College 2011 — 2015
Bachelor of Arts (BA), Economics
Université Paris-Sorbonne 2014 — 2014
Economics
Riverdale Country School 2007 — 2011
The Allen-Stevenson School 1998 — 2009
JDS Development Group June 2014 - Present
APF Properties June 2013 - August 2013
Merrill Lynch June 2012 - July 2012
TECNY GROUP INC August 2011 - August 2011
PureWow June 2010 - August 2010
Skills
Qualitative Market..., Microsoft Excel, Economics, Microsoft Office, PowerPoint, Commercial Real Estate..., VBA, Econometrics, Social Media, Fundraising
Education
Hamilton College 2011 — 2015
Bachelor of Arts (BA), Economics
Université Paris-Sorbonne 2014 — 2014
Economics
Riverdale Country School 2007 — 2011
The Allen-Stevenson School 1998 — 2009
Daniel Ressler Daniel Ressler's Merrill Lynch Experience May 2012 - August 2012
Job Staff Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2015 - Present
Bosch Rexroth June 2014 - December 2014
Marcum LLP January 2014 - April 2014
Pritchard, Bieler, Gruver & Willison, P.C., CPAs January 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Gwynedd-Mercy College September 2011 - April 2012
Bosch Rexroth May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Higher Education, Public Speaking, Event Planning, Accounting, Leadership, CCH ProSystem fx, Budgets, Customer Service, Sales, Staff Development, Auditing, Finance
Education
Gwynedd-Mercy College 2010 — 2014
Marcum LLP January 2015 - Present
Bosch Rexroth June 2014 - December 2014
Marcum LLP January 2014 - April 2014
Pritchard, Bieler, Gruver & Willison, P.C., CPAs January 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Gwynedd-Mercy College September 2011 - April 2012
Bosch Rexroth May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Higher Education, Public Speaking, Event Planning, Accounting, Leadership, CCH ProSystem fx, Budgets, Customer Service, Sales, Staff Development, Auditing, Finance
Education
Gwynedd-Mercy College 2010 — 2014
Chris Beal Chris Beal's Merrill Lynch Experience July 2002 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2002 - Present
Education
Hampden-Sydney College 1998 — 2002
Managerial Economics
Merrill Lynch July 2002 - Present
Education
Hampden-Sydney College 1998 — 2002
Managerial Economics
Nathaniel S. Jones, CFP® Nathaniel S. Jones, CFP®'s Merrill Lynch Experience June 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2008 - Present
Doug Miller Soccer September 2008 - Present
Young Entrepreneurs Academy January 2012 - June 2013
HSBC June 2007 - June 2008
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Business Planning, Analysis, Finance, Mergers & Acquisitions, Corporate Finance, Due Diligence, Managerial Finance, Executive Management, Cash Management, Sarbanes-Oxley Act, Financial Planning
Education
Grove City College 2002 — 2006
B.S. & B.A., Finance & Political Science
Merrill Lynch June 2008 - Present
Doug Miller Soccer September 2008 - Present
Young Entrepreneurs Academy January 2012 - June 2013
HSBC June 2007 - June 2008
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Business Planning, Analysis, Finance, Mergers & Acquisitions, Corporate Finance, Due Diligence, Managerial Finance, Executive Management, Cash Management, Sarbanes-Oxley Act, Financial Planning
Education
Grove City College 2002 — 2006
B.S. & B.A., Finance & Political Science
Robert Linder Robert Linder's Merrill Lynch Experience 1973 - 1983
Job Principal Farmland Florida
Industry Financial Services
Experience
Farmland Florida January 2010 - Present
Lindeau Gems 1984 - January 2010
Merrill Lynch 1973 - 1983
Skills
Trading
Education
Hamilton College 1967 — 1970
BA
Farmland Florida January 2010 - Present
Lindeau Gems 1984 - January 2010
Merrill Lynch 1973 - 1983
Skills
Trading
Education
Hamilton College 1967 — 1970
BA
Lydtel Johnson, QKA's Merrill Lynch Experience May 1995 - September 2001
Job Retirement Consultant
Industry Financial Services
Experience
Ascensus September 2001 - November 2013
Merrill Lynch May 1995 - September 2001
Skills
401k, Retirement, Mutual Funds, Insurance, Customer Relations, Retirement Planning, Securities, Financial Services, Customer Service, Defined Benefit, Employee Benefits, Pensions, Series 6, Series 7, Investments, Relationship Management
Education
Gwynedd Mercy University 2006 — 2009
BA, Organizational Business Management, GPA 3.94
Ascensus September 2001 - November 2013
Merrill Lynch May 1995 - September 2001
Skills
401k, Retirement, Mutual Funds, Insurance, Customer Relations, Retirement Planning, Securities, Financial Services, Customer Service, Defined Benefit, Employee Benefits, Pensions, Series 6, Series 7, Investments, Relationship Management
Education
Gwynedd Mercy University 2006 — 2009
BA, Organizational Business Management, GPA 3.94
Stacy Deshield Stacy Deshield's Merrill Lynch Experience July 2000 - August 2001
Job Office Manager at Klein Hersh International
Industry Staffing and Recruiting
Experience
Klein Hersh International May 2003 - Present
Merrill Lynch July 2000 - August 2001
Merrill Lynch May 1993 - July 2000
Education
Gwynedd Mercy University
B.S. Business Administration w/Health Administration
Klein Hersh International May 2003 - Present
Merrill Lynch July 2000 - August 2001
Merrill Lynch May 1993 - July 2000
Education
Gwynedd Mercy University
B.S. Business Administration w/Health Administration
Thomas J. Levy Thomas J. Levy's Merrill Lynch Experience 2007 - December 2012
Job Wealth Management Advisor
Industry Financial Services
Experience
Black Diamond Financial Group, LLC December 2012 - Present
Merrill Lynch 2007 - December 2012
Lancaster Pottery & Glass January 1996 - February 2006
The Jewelry Outlet, Inc. 1987 - 1996
Skills
Asset Allocation, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Estate Planning, 401k, Series 63 through LPL..., Series 7 through LPL..., Series 65 through LPL...
Education
Grove City College 1983 — 1987
BA, Business Admin/Marketing
Governor Mifflin High School 1981 — 1983
Black Diamond Financial Group, LLC December 2012 - Present
Merrill Lynch 2007 - December 2012
Lancaster Pottery & Glass January 1996 - February 2006
The Jewelry Outlet, Inc. 1987 - 1996
Skills
Asset Allocation, Retirement Planning, Wealth Management, Retirement, Financial Advisory, Estate Planning, 401k, Series 63 through LPL..., Series 7 through LPL..., Series 65 through LPL...
Education
Grove City College 1983 — 1987
BA, Business Admin/Marketing
Governor Mifflin High School 1981 — 1983
Dan Van Matre's Merrill Lynch Experience March 2015 - Present
Job Client Associate at Merrill Lynch
Industry Restaurants
Experience
Koinos Community Church January 2014 - Present
Merrill Lynch March 2015 - Present
Chick-fil-A June 2011 - February 2015
Bon Appetit Management Company September 2009 - May 2011
Dryve Artist Management May 2010 - August 2010
Aevory Nash January 2008 - April 2010
Shenango Valley Urban League October 2008 - October 2009
Skills
Leadership, Marketing, Music, Management, Teamwork, Music Industry, Retail, Recording, Talent Management, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Social Media
Education
Liberty University 2013 — 2014
Master's degree, Human Services
Grove City College 2007 — 2011
Bachelor of Science (B.S.), Marketing Management
Koinos Community Church January 2014 - Present
Merrill Lynch March 2015 - Present
Chick-fil-A June 2011 - February 2015
Bon Appetit Management Company September 2009 - May 2011
Dryve Artist Management May 2010 - August 2010
Aevory Nash January 2008 - April 2010
Shenango Valley Urban League October 2008 - October 2009
Skills
Leadership, Marketing, Music, Management, Teamwork, Music Industry, Retail, Recording, Talent Management, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Microsoft Word, Social Media
Education
Liberty University 2013 — 2014
Master's degree, Human Services
Grove City College 2007 — 2011
Bachelor of Science (B.S.), Marketing Management
Andrew Forman Andrew Forman's Merrill Lynch Experience June 2008 - August 2008
Job Harvard Business School Candidate
Industry Investment Banking
Experience
Portico Capital January 2013 - Present
Portico Capital August 2010 - December 2012
Bank of America June 2009 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, Bloomberg Terminal, Economics, Series 7, Series 63, Venture Capital, Equities, Leveraged Finance, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Mathematics (Honors); Economics (Honors)
Portico Capital January 2013 - Present
Portico Capital August 2010 - December 2012
Bank of America June 2009 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Bloomberg, Bloomberg Terminal, Economics, Series 7, Series 63, Venture Capital, Equities, Leveraged Finance, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Mathematics (Honors); Economics (Honors)
Jignesh Mulani,PMP, CFA Level 3 Passed's Merrill Lynch Experience December 2006 - February 2011
Job
Industry Computer Software
Experience
Bank of America February 2011 - Present
Merrill Lynch December 2006 - February 2011
AIG March 2006 - November 2006
JPMorgan Chase June 2004 - February 2006
Bank of America September 2002 - April 2004
Pivotech Systems September 2001 - July 2002
Lucent Technologies July 2000 - April 2001
Skills
Derivatives, Equities, Test Planning, SDLC, Quality Control, Testing, System Testing, Project Management, Equity Derivatives, Quality Assurance, Agile Methodologies, Trading, Requirements Analysis, Requirements Gathering, Software Quality..., Integration, Software Project...
Education
North Carolina State University 1998 — 2000
M.S., Computer Engineering
Gujarat University 1994 — 1998
B.E., Instrument & Control Engineering
Bank of America February 2011 - Present
Merrill Lynch December 2006 - February 2011
AIG March 2006 - November 2006
JPMorgan Chase June 2004 - February 2006
Bank of America September 2002 - April 2004
Pivotech Systems September 2001 - July 2002
Lucent Technologies July 2000 - April 2001
Skills
Derivatives, Equities, Test Planning, SDLC, Quality Control, Testing, System Testing, Project Management, Equity Derivatives, Quality Assurance, Agile Methodologies, Trading, Requirements Analysis, Requirements Gathering, Software Quality..., Integration, Software Project...
Education
North Carolina State University 1998 — 2000
M.S., Computer Engineering
Gujarat University 1994 — 1998
B.E., Instrument & Control Engineering
Mohammed Ataulla Tobacco Noor's Merrill Lynch Experience August 2006 - December 2008
Job
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch January 2009 - November 2014
Merrill Lynch August 2006 - December 2008
NYSE Euronext 2003 - 2006
Wipro Technologies 2002 - 2006
Ampersand Technologies December 2000 - May 2002
ISRO 1998 - 2000
Skills
Spring, SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, Oracle, EJB, Struts, Unix, Software Project..., ESB, Data Warehousing, Architecture, DB2, Java, Agile Methodologies, Requirements Analysis, SQL, JSON, JDBC, XML, Web Development, Enterprise Architecture, Weblogic, Spring Framework
Education
Gulbarga University 1992 — 1996
Bachelor in Engineering, Mechanical Engineering
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch January 2009 - November 2014
Merrill Lynch August 2006 - December 2008
NYSE Euronext 2003 - 2006
Wipro Technologies 2002 - 2006
Ampersand Technologies December 2000 - May 2002
ISRO 1998 - 2000
Skills
Spring, SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, Oracle, EJB, Struts, Unix, Software Project..., ESB, Data Warehousing, Architecture, DB2, Java, Agile Methodologies, Requirements Analysis, SQL, JSON, JDBC, XML, Web Development, Enterprise Architecture, Weblogic, Spring Framework
Education
Gulbarga University 1992 — 1996
Bachelor in Engineering, Mechanical Engineering
Keyur Majmudar's Merrill Lynch Experience January 2006 - January 2008
Job Managing Partner at SEP Technology Consulting, LLC
Industry Information Technology and Services
Experience
SEP Technology Consulting, LLC May 2008 - Present
Merrill Lynch January 2006 - January 2008
Merrill Lynch January 2003 - January 2006
Merrill Lynch July 1999 - January 2005
Chase Manhattan Corporation August 1996 - July 1999
Chemical Bank November 1993 - August 1996
JYACC, Inc August 1990 - March 1994
Skills
Interest Rate..., Enterprise Risk..., Credit Derivatives, IT Strategy, IT Governance, ABS, Structured Finance, MBS, Management Consulting, Trading Systems, Fixed Income, Derivatives, Electronic Trading, CDS, Risk
Education
Rutgers, The State University of New Jersey-Newark
MS, Industrial Engineering & Operations Research
Gujarat University
BS, Mechanical Engineering
Kendriya Vidyalaya 1978 — 1982
SEP Technology Consulting, LLC May 2008 - Present
Merrill Lynch January 2006 - January 2008
Merrill Lynch January 2003 - January 2006
Merrill Lynch July 1999 - January 2005
Chase Manhattan Corporation August 1996 - July 1999
Chemical Bank November 1993 - August 1996
JYACC, Inc August 1990 - March 1994
Skills
Interest Rate..., Enterprise Risk..., Credit Derivatives, IT Strategy, IT Governance, ABS, Structured Finance, MBS, Management Consulting, Trading Systems, Fixed Income, Derivatives, Electronic Trading, CDS, Risk
Education
Rutgers, The State University of New Jersey-Newark
MS, Industrial Engineering & Operations Research
Gujarat University
BS, Mechanical Engineering
Kendriya Vidyalaya 1978 — 1982
Michael Barcellona's Merrill Lynch Experience 1998 - 2000
Job Senior .NET Developer/DBA
Industry Computer Software
Experience
PwC April 2013 - Present
OneWorld, Inc September 2005 - September 2012
Club Card Services, Inc. 2000 - 2005
Merrill Lynch 1998 - 2000
Buck Consultants 1996 - 1998
Skills
Microsoft SQL Server, Software Project..., SQL, .NET, Business Analysis, ASP.NET, VB.NET, C#, Web Services, T-SQL, Business Intelligence, AJAX
Education
SetFocus, LLC 2005 — 2005
.NET Masters Program Certification, Computer Software Engineering
Guilford College
Kinnelon High School
The Hun School of Princeton
PwC April 2013 - Present
OneWorld, Inc September 2005 - September 2012
Club Card Services, Inc. 2000 - 2005
Merrill Lynch 1998 - 2000
Buck Consultants 1996 - 1998
Skills
Microsoft SQL Server, Software Project..., SQL, .NET, Business Analysis, ASP.NET, VB.NET, C#, Web Services, T-SQL, Business Intelligence, AJAX
Education
SetFocus, LLC 2005 — 2005
.NET Masters Program Certification, Computer Software Engineering
Guilford College
Kinnelon High School
The Hun School of Princeton
Anthony Colangelo's Merrill Lynch Experience 1998 - 2004
Job IT Professional
Industry Information Technology and Services
Experience
Bank of America March 2006 - Present
Johnson & Johnson 2004 - 2006
Merrill Lynch 1998 - 2004
Education
Grove City College 1987 — 1991
Bank of America March 2006 - Present
Johnson & Johnson 2004 - 2006
Merrill Lynch 1998 - 2004
Education
Grove City College 1987 — 1991
Jim Schmutz's Merrill Lynch Experience August 2006 - March 2009
Job President and CEO at Special Olympics Maryland
Industry Sports
Experience
Special Olympics Maryland January 2013 - Present
Human Kinetics March 2009 - January 2013
Merrill Lynch August 2006 - March 2009
Nelligan Sports Marketing November 2005 - August 2006
Special Olympics North America November 2002 - November 2005
Special Olympics 2000 - November 2002
Skills
Non-profits, Leadership, Fundraising, Public Speaking, Sports Marketing, Sponsorship, Coaching, Sports, Marketing, Strategic Planning, Marketing Strategy, Budgets, Training, Event Management, Event Planning, Team Building, Leadership Development, Customer Service, Management, Social Media
Education
St. Thomas University 1984 — 1986
Masters, Sports Adminsitration
Guilford College 1979 — 1983
BS, Business and French
The Peddie School 1976 — 1979
Business and French
Special Olympics Maryland January 2013 - Present
Human Kinetics March 2009 - January 2013
Merrill Lynch August 2006 - March 2009
Nelligan Sports Marketing November 2005 - August 2006
Special Olympics North America November 2002 - November 2005
Special Olympics 2000 - November 2002
Skills
Non-profits, Leadership, Fundraising, Public Speaking, Sports Marketing, Sponsorship, Coaching, Sports, Marketing, Strategic Planning, Marketing Strategy, Budgets, Training, Event Management, Event Planning, Team Building, Leadership Development, Customer Service, Management, Social Media
Education
St. Thomas University 1984 — 1986
Masters, Sports Adminsitration
Guilford College 1979 — 1983
BS, Business and French
The Peddie School 1976 — 1979
Business and French
Melinda Cramer's Merrill Lynch Experience Senior Associate - Corporate ServicesMerrill LynchMay 1999 - Present
Job AVP, Private Wealth Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
MERRILL LYNCH Senior Associate - Corporate ServicesMerrill LynchMay 1999 - Present
Skills
Financial Modeling, Series 7, Securities
Education
The College of William and Mary - The Mason School of Business 2003 — 2005
MBA
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
MERRILL LYNCH Senior Associate - Corporate ServicesMerrill LynchMay 1999 - Present
Skills
Financial Modeling, Series 7, Securities
Education
The College of William and Mary - The Mason School of Business 2003 — 2005
MBA
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Gally Lee's Merrill Lynch Experience May 2005 - April 2009
Job Founder of Philly Athletics
Industry Sports
Experience
Philly Athletics September 2013 - Present
LCH.Clearnet May 2012 - September 2013
Nomura Securities August 2010 - May 2012
RBC April 2010 - August 2010
Merrill Lynch May 2005 - April 2009
Lehman Brothers March 2003 - March 2005
Fischer Francis Trees & Watts December 2001 - March 2003
Skills
Derivatives, Cash Management, Capital Markets, Fixed Income, Treasury, Equities, Treasury Management, Valuation, Hedge Funds, Settlement, Financial Services, Securities, Collateral Management, Back Office, Risk Management
Education
Hamilton College 1997 — 2001
BA, Ecnomics, English
Bronx Science 1993 — 1997
Philly Athletics September 2013 - Present
LCH.Clearnet May 2012 - September 2013
Nomura Securities August 2010 - May 2012
RBC April 2010 - August 2010
Merrill Lynch May 2005 - April 2009
Lehman Brothers March 2003 - March 2005
Fischer Francis Trees & Watts December 2001 - March 2003
Skills
Derivatives, Cash Management, Capital Markets, Fixed Income, Treasury, Equities, Treasury Management, Valuation, Hedge Funds, Settlement, Financial Services, Securities, Collateral Management, Back Office, Risk Management
Education
Hamilton College 1997 — 2001
BA, Ecnomics, English
Bronx Science 1993 — 1997
Lawrence Joshua Nagel, CIMA's Merrill Lynch Experience 2001 - January 2015
Job Private Wealth Manager, Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group February 2015 - Present
Merrill Lynch 2001 - January 2015
Banc of America Investment Services, Inc. 2001 - 2009
UBS 1999 - 2001
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Asset Management, Equities, Series 63, Portfolio Management, Securities, Fixed Income, Mutual Funds, Retirement Planning
Education
Hamilton College 1993 — 1997
BA, English
Ethical Culture Fieldston School 1981 — 1993
Merrill Lynch Private Banking & Investment Group February 2015 - Present
Merrill Lynch 2001 - January 2015
Banc of America Investment Services, Inc. 2001 - 2009
UBS 1999 - 2001
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Asset Management, Equities, Series 63, Portfolio Management, Securities, Fixed Income, Mutual Funds, Retirement Planning
Education
Hamilton College 1993 — 1997
BA, English
Ethical Culture Fieldston School 1981 — 1993
Madhu Ravilla's Merrill Lynch Experience April 1997 - May 1998
Job Title at Transcend Street Solutions
Industry Financial Services
Experience
Transcend Street Solutions November 2013 - Present
Citigroup January 2002 - November 2013
Salomon Smith Barney 1998 - December 2001
Merrill Lynch April 1997 - May 1998
AT&T September 1994 - April 1997
AT&T September 1990 - June 1993
Skills
Fixed Income, Financial Services, Prime Brokerage, Capital Markets, Portfolio Management, Trading Systems, Derivatives, Investment Banking, Electronic Trading, Business Analysis, SDLC, Equities, Banking, Risk Management, Market Data, Software Project...
Education
New Jersey Institute of Technology 1989 — 1990
Master's degree, Computer and Information Sciences, General
Gulbarga University 1983 — 1987
BE, Mech Engg
Transcend Street Solutions November 2013 - Present
Citigroup January 2002 - November 2013
Salomon Smith Barney 1998 - December 2001
Merrill Lynch April 1997 - May 1998
AT&T September 1994 - April 1997
AT&T September 1990 - June 1993
Skills
Fixed Income, Financial Services, Prime Brokerage, Capital Markets, Portfolio Management, Trading Systems, Derivatives, Investment Banking, Electronic Trading, Business Analysis, SDLC, Equities, Banking, Risk Management, Market Data, Software Project...
Education
New Jersey Institute of Technology 1989 — 1990
Master's degree, Computer and Information Sciences, General
Gulbarga University 1983 — 1987
BE, Mech Engg
Walter Lipman's Merrill Lynch Experience 1998 - 2001
Job Manager, Taxable Pricing at Moody's Evaluations, Inc.
Industry Financial Services
Experience
Moody's January 2008 - November 2009
Moodys Corporation 2008 - 2009
Mergent, Inc. 2003 - 2007
Merrill Lynch 1998 - 2001
Skills
Fixed Income, Bloomberg, Bonds, Equities, Financial Markets, Hedge Funds, CDS, Trading, Finance, Capital Markets, Financial Analysis, Securities, Trading Systems, Financial Modeling, Asset Managment, Portfolio Management, Market Data
Education
Spring Valley Senior High School 1972 — 1972
Hamilton College
A.B., Economics
Moody's January 2008 - November 2009
Moodys Corporation 2008 - 2009
Mergent, Inc. 2003 - 2007
Merrill Lynch 1998 - 2001
Skills
Fixed Income, Bloomberg, Bonds, Equities, Financial Markets, Hedge Funds, CDS, Trading, Finance, Capital Markets, Financial Analysis, Securities, Trading Systems, Financial Modeling, Asset Managment, Portfolio Management, Market Data
Education
Spring Valley Senior High School 1972 — 1972
Hamilton College
A.B., Economics
Gian Craparo's Merrill Lynch Experience June 2012 - December 2013
Job Vice President at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate January 2015 - Present
Resource Real Estate April 2014 - December 2014
The Bryn Mawr Trust Company January 2014 - March 2014
Merrill Lynch June 2012 - December 2013
SEI December 2011 - May 2012
Abington Perinatal Associates 2009 - 2011
JCR Capital 2008 - 2009
Skills
Asset Management, Alternative Investment..., Real Estate, Non-traded Investments, REIT, Alternative Investments, Series 7, Investments, Fixed Income Strategies, Wealth Management, Finance, Equities, Personal Financial..., Mutual Funds, Commercial Real Estate, Valuation, Series 66, Life Insurance, Uniform Combined State...
Education
University of Denver - Daniels College of Business
BSBA, Finance/Real Estate
Hamilton College
The Haverford School
Resource Real Estate January 2015 - Present
Resource Real Estate April 2014 - December 2014
The Bryn Mawr Trust Company January 2014 - March 2014
Merrill Lynch June 2012 - December 2013
SEI December 2011 - May 2012
Abington Perinatal Associates 2009 - 2011
JCR Capital 2008 - 2009
Skills
Asset Management, Alternative Investment..., Real Estate, Non-traded Investments, REIT, Alternative Investments, Series 7, Investments, Fixed Income Strategies, Wealth Management, Finance, Equities, Personal Financial..., Mutual Funds, Commercial Real Estate, Valuation, Series 66, Life Insurance, Uniform Combined State...
Education
University of Denver - Daniels College of Business
BSBA, Finance/Real Estate
Hamilton College
The Haverford School
Kevin Bohm's Merrill Lynch Experience January 2009 - April 2009
Job Assistant Vice President Walker & Dunlop
Industry Commercial Real Estate
Experience
Walker & Dunlop May 2009 - Present
Merrill Lynch January 2009 - April 2009
Jones Lang LaSalle June 2008 - July 2008
Skills
Underwriting, Real Estate Finance, FHA Financing, Multifamily Financing, Mortgage Lending, Real Estate, Structured Finance, Financial Structuring, Commercial Real Estate, Real Estate Financing, Loans, Financial Analysis, Valuation, Mortgage Underwriting, Credit Analysis, Finance, Commercial Mortgages, Financial Modeling, Asset Managment, Credit, Portfolio Management, FHA, Investment Properties, Due Diligence, FHA financing
Education
Guilford College 2005 — 2009
BS, Accounting, Economics
Sorensen Institute for Political Leadership 2008 — 2008
Walker & Dunlop May 2009 - Present
Merrill Lynch January 2009 - April 2009
Jones Lang LaSalle June 2008 - July 2008
Skills
Underwriting, Real Estate Finance, FHA Financing, Multifamily Financing, Mortgage Lending, Real Estate, Structured Finance, Financial Structuring, Commercial Real Estate, Real Estate Financing, Loans, Financial Analysis, Valuation, Mortgage Underwriting, Credit Analysis, Finance, Commercial Mortgages, Financial Modeling, Asset Managment, Credit, Portfolio Management, FHA, Investment Properties, Due Diligence, FHA financing
Education
Guilford College 2005 — 2009
BS, Accounting, Economics
Sorensen Institute for Political Leadership 2008 — 2008
Bill Pyles's Merrill Lynch Experience June 1998 - August 1998
Job Financial Advisor
Industry Financial Services
Experience
Baystate Financial Services / New England Securities August 2009 - Present
Bloomberg January 2007 - February 2009
Franklin Templeton Investments October 2005 - December 2006
Franklin Templeton Investments September 2003 - October 2005
MFS Investment Management November 2001 - August 2003
JPMorgan March 2001 - October 2001
JPMorgan Chase June 2000 - March 2001
Morgan Stanley June 1999 - August 1999
Merrill Lynch June 1998 - August 1998
Education
Hamilton College 1996 — 2000
Bachelor of Arts Degree, Economics
Thayer 1989 — 1996
Baystate Financial Services / New England Securities August 2009 - Present
Bloomberg January 2007 - February 2009
Franklin Templeton Investments October 2005 - December 2006
Franklin Templeton Investments September 2003 - October 2005
MFS Investment Management November 2001 - August 2003
JPMorgan March 2001 - October 2001
JPMorgan Chase June 2000 - March 2001
Morgan Stanley June 1999 - August 1999
Merrill Lynch June 1998 - August 1998
Education
Hamilton College 1996 — 2000
Bachelor of Arts Degree, Economics
Thayer 1989 — 1996
Lee MacLeod, CFP®'s Merrill Lynch Experience 2007 - 2008
Job Business / Financial Services Professional
Industry Financial Services
Experience
Relationship Velocity 2014 - Present
L. J. MacLeod & Associates 1987 - Present
St. Mark School 2012 - 2013
Lighthouse Technology Services / HSBC Technology & Services 2008 - 2013
Modern Regulatory Services LLC 2008 - 2010
Merrill Lynch 2007 - 2008
M&T Bank / M&T Investment Group 2005 - 2007
M&T Bank / M&T Investment Group 1996 - 2005
M&T Bank / M&T Securities 1988 - 1996
Skills
CRM, Management, Banking, Mergers & Acquisitions, Start-ups, Business Planning, Process Improvement, Financial Analysis, Change Management, Finance, Financial Services, Product Management, Strategic Planning, Project Management, Budgets, Business Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1991 — 1994
Master of Business Administration, Finance & Marketing
Hamilton College 1984 — 1988
Bachelor of Arts, Psychology
Relationship Velocity 2014 - Present
L. J. MacLeod & Associates 1987 - Present
St. Mark School 2012 - 2013
Lighthouse Technology Services / HSBC Technology & Services 2008 - 2013
Modern Regulatory Services LLC 2008 - 2010
Merrill Lynch 2007 - 2008
M&T Bank / M&T Investment Group 2005 - 2007
M&T Bank / M&T Investment Group 1996 - 2005
M&T Bank / M&T Securities 1988 - 1996
Skills
CRM, Management, Banking, Mergers & Acquisitions, Start-ups, Business Planning, Process Improvement, Financial Analysis, Change Management, Finance, Financial Services, Product Management, Strategic Planning, Project Management, Budgets, Business Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1991 — 1994
Master of Business Administration, Finance & Marketing
Hamilton College 1984 — 1988
Bachelor of Arts, Psychology
Girish Dharamshi's Merrill Lynch Experience 1999 - 2001
Job Application Data Analyst at IBM Global Services
Industry Information Technology and Services
Experience
IBM Global Services May 2010 - Present
AnuData, Inc. August 2008 - May 2010
NYFIX 2008 - 2008
LIRR 2007 - 2007
AnuData Inc. 2004 - 2006
Bank of Tokyo-Mitsubishi 2002 - 2003
Merrill Lynch 1999 - 2001
UBS aka PaineWebber 1996 - 1999
JP Morgan 1995 - 1996
IBM 1991 - 1995
Skills
Solution Architecture, Integration, SDLC, ITIL, Enterprise Software, Cloud Computing, EAI, .NET, Agile Methodologies, Enterprise Architecture, IT Strategy, Product Development, Software Project..., C#, Business Process, SOA, Management, Software Development, Business Intelligence, Unix, Data Warehousing, Requirements Analysis, IT Service Management, Oracle, Pre-sales, DB2, IT Management, Business Analysis, Scrum
Education
SetFocus, LLC 2007 — 2008
.NET Master's Program
Indian Institute of Science 1974 — 1977
BS, Electrical Engg
Gujarat University 1970 — 1974
BS, Physics
IBM Global Services May 2010 - Present
AnuData, Inc. August 2008 - May 2010
NYFIX 2008 - 2008
LIRR 2007 - 2007
AnuData Inc. 2004 - 2006
Bank of Tokyo-Mitsubishi 2002 - 2003
Merrill Lynch 1999 - 2001
UBS aka PaineWebber 1996 - 1999
JP Morgan 1995 - 1996
IBM 1991 - 1995
Skills
Solution Architecture, Integration, SDLC, ITIL, Enterprise Software, Cloud Computing, EAI, .NET, Agile Methodologies, Enterprise Architecture, IT Strategy, Product Development, Software Project..., C#, Business Process, SOA, Management, Software Development, Business Intelligence, Unix, Data Warehousing, Requirements Analysis, IT Service Management, Oracle, Pre-sales, DB2, IT Management, Business Analysis, Scrum
Education
SetFocus, LLC 2007 — 2008
.NET Master's Program
Indian Institute of Science 1974 — 1977
BS, Electrical Engg
Gujarat University 1970 — 1974
BS, Physics
Jarrod Burton, CFA's Merrill Lynch Experience June 2008 - August 2008
Job U.S. EquitiesAnalyst at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments September 2013 - Present
Natixis Global Asset Management June 2012 - September 2013
FactSet Research Systems February 2011 - June 2012
Affirmative Investments, Inc October 2009 - February 2011
Hamilton College August 2008 - May 2009
Belltower Books November 2007 - May 2009
Hamillton College August 2005 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Analysis, Data Analysis, Portfolio Management, Research, Mutual Funds, Financial Analysis, Asset Allocation, PowerPoint, Microsoft Excel, Equity Research, Bloomberg, Microsoft Word, FactSet, Portfolio Performance..., Series 7, Communication, Morningstar Direct, MPI Stylus, Microsoft Office, Time Management, VBA, Fundamental Analysis, Equities, Data Analytics, portfolio analysis
Education
Hamilton College 2005 — 2009
BA, Economics and Government
Standard Life Investments September 2013 - Present
Natixis Global Asset Management June 2012 - September 2013
FactSet Research Systems February 2011 - June 2012
Affirmative Investments, Inc October 2009 - February 2011
Hamilton College August 2008 - May 2009
Belltower Books November 2007 - May 2009
Hamillton College August 2005 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Analysis, Data Analysis, Portfolio Management, Research, Mutual Funds, Financial Analysis, Asset Allocation, PowerPoint, Microsoft Excel, Equity Research, Bloomberg, Microsoft Word, FactSet, Portfolio Performance..., Series 7, Communication, Morningstar Direct, MPI Stylus, Microsoft Office, Time Management, VBA, Fundamental Analysis, Equities, Data Analytics, portfolio analysis
Education
Hamilton College 2005 — 2009
BA, Economics and Government
Jared Libby's Merrill Lynch Experience April 2005 - March 2007
Job Sales at Bloomberg PolarLake
Industry Computer Software
Experience
Bloomberg PolarLake September 2013 - Present
Eze Software Group November 2008 - August 2013
BGC Partners March 2007 - November 2008
Merrill Lynch April 2005 - March 2007
Gelber Group LLC June 2004 - March 2005
Skills
Series 7, Series 66, Hedge Funds, Trading Systems, Electronic Trading, Bloomberg Terminal, Uniform Combined State..., Microsoft SQL Server, Solution Selling
Education
Hamilton College 2000 — 2004
BA, Economics
Belmont Hill School 1996 — 2000
Dexter School 1992 — 1996
Bloomberg PolarLake September 2013 - Present
Eze Software Group November 2008 - August 2013
BGC Partners March 2007 - November 2008
Merrill Lynch April 2005 - March 2007
Gelber Group LLC June 2004 - March 2005
Skills
Series 7, Series 66, Hedge Funds, Trading Systems, Electronic Trading, Bloomberg Terminal, Uniform Combined State..., Microsoft SQL Server, Solution Selling
Education
Hamilton College 2000 — 2004
BA, Economics
Belmont Hill School 1996 — 2000
Dexter School 1992 — 1996
David Nathans's Merrill Lynch Experience 1986 - 1994
Job Executive Director at Martha's Vineyard Museum
Industry Museums and Institutions
Experience
Martha's Vineyard Museum September 2009 - Present
The Sydney Company September 1997 - January 2010
Emerson Gallery, Hamilton College July 2002 - June 2006
Princeton Capital Management January 1996 - September 1997
Merrill Lynch 1986 - 1994
Ogilvy&Mather January 1981 - December 1983
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Marketing and Accounting
Winterthur Program, University of Delaware 1972 — 1974
Winterthur Program in American Material Culture
Hamilton College 1970 — 1972
BA, History (with Honors)
Lenox School 1964 — 1968
Diploma
Martha's Vineyard Museum September 2009 - Present
The Sydney Company September 1997 - January 2010
Emerson Gallery, Hamilton College July 2002 - June 2006
Princeton Capital Management January 1996 - September 1997
Merrill Lynch 1986 - 1994
Ogilvy&Mather January 1981 - December 1983
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Marketing and Accounting
Winterthur Program, University of Delaware 1972 — 1974
Winterthur Program in American Material Culture
Hamilton College 1970 — 1972
BA, History (with Honors)
Lenox School 1964 — 1968
Diploma
Neelima Nair's Merrill Lynch Experience July 2009 - January 2013
Job Information Technology Professional
Industry Information Technology and Services
Experience
CME Group October 2013 - Present
Merrill Lynch July 2009 - January 2013
Bank of America July 2009 - January 2013
Tata Consultancy Services March 2005 - January 2013
Harvard Business School 2008 - 2009
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., SQL, Oracle, Agile Methodologies, Unix, PL/SQL, Software Development
Education
Gujarat University 2000 — 2004
B.E, Computer Engineering
K V
CME Group October 2013 - Present
Merrill Lynch July 2009 - January 2013
Bank of America July 2009 - January 2013
Tata Consultancy Services March 2005 - January 2013
Harvard Business School 2008 - 2009
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., SQL, Oracle, Agile Methodologies, Unix, PL/SQL, Software Development
Education
Gujarat University 2000 — 2004
B.E, Computer Engineering
K V
Naresh Brahmbhatt's Merrill Lynch Experience April 2007 - October 2008
Job SR. INFORMATICA ARCHITECT and Data Modeler
Industry Information Services
Experience
Credit Suisse October 2014 - July 2015
Bank of America March 2012 - October 2014
Citi November 2011 - January 2012
Bank of America May 2011 - November 2011
Cap Gemini US LLC December 2008 - May 2011
Merrill Lynch April 2007 - October 2008
Nomura Securities 2007 - 2008
Nomura Securities 2007 - 2008
Horizons Companies 2000 - 2004
Bristol-Myers Squibb 2001 - 2001
Skills
Databases, Data Warehousing, ETL, SQL, XML, Data Modeling, Informatica, PL/SQL, Oracle, Data Integration, Unix, Unix Shell Scripting, Performance Tuning, Sybase, Shell Scripting, SDLC, Requirements Analysis, Data Migration
Education
Gujarat University 1990 — 1993
MCA, Computer Science
Gujarat University 1990 — 1993
Master of Computer Applications (M.C.A.), Computer Science
Credit Suisse October 2014 - July 2015
Bank of America March 2012 - October 2014
Citi November 2011 - January 2012
Bank of America May 2011 - November 2011
Cap Gemini US LLC December 2008 - May 2011
Merrill Lynch April 2007 - October 2008
Nomura Securities 2007 - 2008
Nomura Securities 2007 - 2008
Horizons Companies 2000 - 2004
Bristol-Myers Squibb 2001 - 2001
Skills
Databases, Data Warehousing, ETL, SQL, XML, Data Modeling, Informatica, PL/SQL, Oracle, Data Integration, Unix, Unix Shell Scripting, Performance Tuning, Sybase, Shell Scripting, SDLC, Requirements Analysis, Data Migration
Education
Gujarat University 1990 — 1993
MCA, Computer Science
Gujarat University 1990 — 1993
Master of Computer Applications (M.C.A.), Computer Science
Sherene Douglas's Merrill Lynch Experience January 2013 - July 2014
Job Portfolio Accountant
Industry Accounting
Experience
Merrill Lynch January 2013 - July 2014
State Street July 2011 - August 2012
JPMorgan Chase October 2010 - July 2011
State Street Investment Manager Services November 2008 - July 2010
GMAC Mortgage May 2007 - September 2008
Nuveen Investments March 2005 - May 2007
Gartmore Global July 2004 - March 2005
Morgan Stanley April 2004 - July 2004
Credit Suisse 1996 - 1998
Skills
Bloomberg, Analysis, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset Management, Securities, Investments, Access, Cash Management, Equities, Finance, Management, Mutual Funds, Portfolio Management
Education
HUNTER COLLEGE 1994 — 2000
Bachelor of Arts Degree, Economics
Campion College
Gwynedd Mercy University
Master of Science, Management
Merrill Lynch January 2013 - July 2014
State Street July 2011 - August 2012
JPMorgan Chase October 2010 - July 2011
State Street Investment Manager Services November 2008 - July 2010
GMAC Mortgage May 2007 - September 2008
Nuveen Investments March 2005 - May 2007
Gartmore Global July 2004 - March 2005
Morgan Stanley April 2004 - July 2004
Credit Suisse 1996 - 1998
Skills
Bloomberg, Analysis, Accounting, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset Management, Securities, Investments, Access, Cash Management, Equities, Finance, Management, Mutual Funds, Portfolio Management
Education
HUNTER COLLEGE 1994 — 2000
Bachelor of Arts Degree, Economics
Campion College
Gwynedd Mercy University
Master of Science, Management
Elizabeth Rowella's Merrill Lynch Experience January 2010 - May 2013
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America June 2013 - Present
Merrill Lynch January 2010 - May 2013
Merrill Lynch June 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch August 2007 - November 2007
Skills
Financial Modeling, Equities, Bloomberg, Capital Markets, Derivatives, Investments, Series 7
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Bank of America June 2013 - Present
Merrill Lynch January 2010 - May 2013
Merrill Lynch June 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch August 2007 - November 2007
Skills
Financial Modeling, Equities, Bloomberg, Capital Markets, Derivatives, Investments, Series 7
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Economics
VenenderReddy Lingala's Merrill Lynch Experience February 2007 - November 2007
Job Sr.Cognos developer at RealPage, Inc.
Industry Information Technology and Services
Experience
RealPage, Inc. January 2013 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas August 2012 - December 2012
Brierley & Partners November 2011 - July 2012
JPM chase,Irving,TX 2008 - 2011
American Airlines December 2007 - August 2008
Merrill Lynch February 2007 - November 2007
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2006 - January 2007
Circuit City June 2005 - May 2006
Skills
Cognos
Education
Gulbarga University
Kakatiya University
RealPage, Inc. January 2013 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas August 2012 - December 2012
Brierley & Partners November 2011 - July 2012
JPM chase,Irving,TX 2008 - 2011
American Airlines December 2007 - August 2008
Merrill Lynch February 2007 - November 2007
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2006 - January 2007
Circuit City June 2005 - May 2006
Skills
Cognos
Education
Gulbarga University
Kakatiya University
Ty J. Totzke, ChFC, AIF's Merrill Lynch Experience 1998 - 2003
Job Financial Advisor at Sweet Financial Services, Inc
Industry Investment Management
Experience
Sweet Financial Services, Inc - Raymond James Financial 2003 - Present
Merrill Lynch 1998 - 2003
Northwestern Mutual Financial Network 1996 - 1998
Skills
Wealth Management, Asset Allocation, Retirement Planning, Retirement, Series 7, Financial Services, Investment Advisory, 401k, Mutual Funds, Investments, Series 63, Investment Strategies, IRAs, Finance, Securities, Uniform Combined State..., Financial Advisory, 401k Rollovers, Series 65, Fixed Annuities, Wealth Management..., Wealth
Education
Gustavus Adolphus College 1994 — 1998
Financial Economics
Fairmont High School 1989 — 1994
Sweet Financial Services, Inc - Raymond James Financial 2003 - Present
Merrill Lynch 1998 - 2003
Northwestern Mutual Financial Network 1996 - 1998
Skills
Wealth Management, Asset Allocation, Retirement Planning, Retirement, Series 7, Financial Services, Investment Advisory, 401k, Mutual Funds, Investments, Series 63, Investment Strategies, IRAs, Finance, Securities, Uniform Combined State..., Financial Advisory, 401k Rollovers, Series 65, Fixed Annuities, Wealth Management..., Wealth
Education
Gustavus Adolphus College 1994 — 1998
Financial Economics
Fairmont High School 1989 — 1994
Scott Bieler's Merrill Lynch Experience March 2000 - February 2009
Job Fidelity InvestmentsSenior Vice President and Deputy General Counsel
Industry Financial Services
Experience
Merrill Lynch March 2000 - February 2009
Brown & Wood (now Sidley Austin) January 1991 - February 2000
Education
Washington & Lee School of Law 1979 — 1982
Doctor of Law (J.D.)
Hamilton College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Merrill Lynch March 2000 - February 2009
Brown & Wood (now Sidley Austin) January 1991 - February 2000
Education
Washington & Lee School of Law 1979 — 1982
Doctor of Law (J.D.)
Hamilton College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Damian De Bello's Merrill Lynch Experience March 2009 - Present
Job Global Markets & Research Technology Business Management
Industry Financial Services
Experience
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch March 2005 - Present
Complete Management INC. September 2001 - February 2005
PNV, Inc. December 1999 - January 2001
Cablevision 1998 - 1999
Skills
Financial Services, Investment Banking
Education
New York University 2000 — 2001
MA, Industrial/Organizational Psychology
Guilford College 1993 — 1997
BS, Psychology
Bank of America Merrill Lynch 2010 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch March 2005 - Present
Complete Management INC. September 2001 - February 2005
PNV, Inc. December 1999 - January 2001
Cablevision 1998 - 1999
Skills
Financial Services, Investment Banking
Education
New York University 2000 — 2001
MA, Industrial/Organizational Psychology
Guilford College 1993 — 1997
BS, Psychology
Ed Moriarty's Merrill Lynch Experience June 1986 - March 2009
Job Chief Risk Officer at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 1986 - March 2009
Merrill Lynch 1986 - 2009
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
Hamilton College 1978 — 1982
BA, Economics, Government
Merrill Lynch June 1986 - March 2009
Merrill Lynch 1986 - 2009
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
Hamilton College 1978 — 1982
BA, Economics, Government
Lisa Conwell, CRPS®, CRPC®'s Merrill Lynch Experience May 2000 - November 2006
Job Consultant
Industry Financial Services
Experience
MHK Retirement Partners May 2015 - Present
ISG Advisors, LLC November 2006 - January 2015
Merrill Lynch May 2000 - November 2006
Skills
Account Management, Sales Management, Investments, Management, Asset Management, Strategic Planning, Investment Advisory, Financial Advisory, Forecasting, Customer Service, Financial Planning, Portfolio Management
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Political Science
MHK Retirement Partners May 2015 - Present
ISG Advisors, LLC November 2006 - January 2015
Merrill Lynch May 2000 - November 2006
Skills
Account Management, Sales Management, Investments, Management, Asset Management, Strategic Planning, Investment Advisory, Financial Advisory, Forecasting, Customer Service, Financial Planning, Portfolio Management
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Political Science
Veronica Iocona's Merrill Lynch Experience December 2002 - May 2009
Job Financial Operations Head of Compensation at ICAP
Industry Financial Services
Experience
ICAP June 2012 - Present
Societe Generale May 2009 - June 2012
Merrill Lynch December 2002 - May 2009
Tiffany July 2001 - November 2002
KPMG January 1998 - June 2001
Skills
Banking, Financial Analysis, Capital Markets, Accounting, Equities, Derivatives, Risk Management, Fixed Income, Bloomberg, Financial Reporting, Investment Banking, Financial Services, Financial Modeling, Asset Management, Investments, Hedge Funds, Series 7, Corporate Finance, Business Analysis, Sarbanes-Oxley Act, Internal Audit, Securities, Structured Products, Internal Controls
Education
Penn State University 1996 — 1997
BS, Accounting
HACC, Central Pennsylvania's Community College 1992 — 1995
Associates, Business Administration
ICAP June 2012 - Present
Societe Generale May 2009 - June 2012
Merrill Lynch December 2002 - May 2009
Tiffany July 2001 - November 2002
KPMG January 1998 - June 2001
Skills
Banking, Financial Analysis, Capital Markets, Accounting, Equities, Derivatives, Risk Management, Fixed Income, Bloomberg, Financial Reporting, Investment Banking, Financial Services, Financial Modeling, Asset Management, Investments, Hedge Funds, Series 7, Corporate Finance, Business Analysis, Sarbanes-Oxley Act, Internal Audit, Securities, Structured Products, Internal Controls
Education
Penn State University 1996 — 1997
BS, Accounting
HACC, Central Pennsylvania's Community College 1992 — 1995
Associates, Business Administration
Tara Kirrane's Merrill Lynch Experience 2003 - Present
Job Credit & Lending Specialist
Industry Financial Services
Experience
Merrill Lynch 2003 - Present
Education
Hamilton College
Bachelor of Arts, Liberal Arts
New York University - Leonard N. Stern School of Business
Merrill Lynch 2003 - Present
Education
Hamilton College
Bachelor of Arts, Liberal Arts
New York University - Leonard N. Stern School of Business
Thomas Tidgwell's Merrill Lynch Experience July 2008 - March 2009
Job Associate Corporate Development / M&A at AT&T
Industry Telecommunications
Experience
AT&T January 2015 - Present
Silvercrest Asset Management July 2010 - December 2014
Merrill Lynch July 2008 - March 2009
Education
NYU Stern School of Business 2012 — 2014
MBA, Corporate Finance & Accounting
Hamilton College 2004 — 2008
BA, Economics
Pomperaug High School 1999 — 2003
AT&T January 2015 - Present
Silvercrest Asset Management July 2010 - December 2014
Merrill Lynch July 2008 - March 2009
Education
NYU Stern School of Business 2012 — 2014
MBA, Corporate Finance & Accounting
Hamilton College 2004 — 2008
BA, Economics
Pomperaug High School 1999 — 2003
Grant Blosser's Merrill Lynch Experience January 2012 - June 2015
Job CFO Strategic Finance: Banking and Markets
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch January 2012 - June 2015
Merrill Lynch January 2011 - January 2012
Merrill Lynch June 2009 - January 2011
Skills
Equities, Valuation, Investments, Data Analysis, Capital Markets, Financial Analysis, Corporate Finance
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Government
University of St. Andrews 2007 — 2007
History, Government
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch January 2012 - June 2015
Merrill Lynch January 2011 - January 2012
Merrill Lynch June 2009 - January 2011
Skills
Equities, Valuation, Investments, Data Analysis, Capital Markets, Financial Analysis, Corporate Finance
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Economics, Government
University of St. Andrews 2007 — 2007
History, Government
Kate Wingard's Merrill Lynch Experience March 2014 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Beach colony resort June 2012 - March 2014
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Sales, Event Planning, Facebook, Marketing, Microsoft Word, PowerPoint, Public Speaking, Social Media Marketing, Social Networking, Strategic Planning, Team Building
Education
HACC, Central Pennsylvania's Community College
Business Administration and Management, General
Merrill Lynch March 2014 - Present
Beach colony resort June 2012 - March 2014
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Sales, Event Planning, Facebook, Marketing, Microsoft Word, PowerPoint, Public Speaking, Social Media Marketing, Social Networking, Strategic Planning, Team Building
Education
HACC, Central Pennsylvania's Community College
Business Administration and Management, General
Corey Hsu's Merrill Lynch Experience June 2011 - August 2011
Job Software Engineer
Industry Computer Software
Experience
Provident Funding Associates L.P. 2013 - March 2015
Bay Area Development Company August 2012 - March 2013
Merrill Lynch June 2011 - August 2011
AnewAmerica Community Corporation April 2010 - December 2010
Morgan Stanley May 2010 - August 2010
Aegis Micro Inc. May 2009 - August 2009
Skills
JavaScript, Node.js, React, AngularJS, React Native, Flux, Backbone.js, MongoDB, MySQL, D3.js, CoffeeScript, GruntJS, Socket.io, jQuery, Passport, Git, CSS, HTML, Financial Modeling, Investment Banking, Finance, Management Consulting, Mandarin, Capital Markets, Analysis, Social Media, SQL
Education
Hack Reactor
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Economics
Provident Funding Associates L.P. 2013 - March 2015
Bay Area Development Company August 2012 - March 2013
Merrill Lynch June 2011 - August 2011
AnewAmerica Community Corporation April 2010 - December 2010
Morgan Stanley May 2010 - August 2010
Aegis Micro Inc. May 2009 - August 2009
Skills
JavaScript, Node.js, React, AngularJS, React Native, Flux, Backbone.js, MongoDB, MySQL, D3.js, CoffeeScript, GruntJS, Socket.io, jQuery, Passport, Git, CSS, HTML, Financial Modeling, Investment Banking, Finance, Management Consulting, Mandarin, Capital Markets, Analysis, Social Media, SQL
Education
Hack Reactor
University of California, Berkeley 2008 — 2012
Bachelor’s Degree, Economics
Doug Stumborg's Merrill Lynch Experience May 2007 - August 2007
Job IT Solutions at Federal Reserve Information Technology
Industry Information Technology and Services
Experience
Federal Reserve Information Technology May 2012 - Present
Northrop Grumman Corporation October 2010 - May 2012
Northrop Grumman Corporation January 2009 - October 2010
Circuit City Stores, Inc May 2008 - January 2009
Merrill Lynch May 2007 - August 2007
Skills
PMP, Disaster Recovery, ITIL, IT Management, Servers, CRM, Process Engineering, Business Process, Enterprise Software, Process Improvement, Integration
Education
University of Richmond 2013 — 2016
Master of Business Administration (MBA)
Hampden-Sydney College 2004 — 2008
BS, Mathematical Economics
University of California, Irvine 2010 — 2011
Masters Certification, Project Management
Villanova University
Six Sigma Green Belt
Federal Reserve Information Technology May 2012 - Present
Northrop Grumman Corporation October 2010 - May 2012
Northrop Grumman Corporation January 2009 - October 2010
Circuit City Stores, Inc May 2008 - January 2009
Merrill Lynch May 2007 - August 2007
Skills
PMP, Disaster Recovery, ITIL, IT Management, Servers, CRM, Process Engineering, Business Process, Enterprise Software, Process Improvement, Integration
Education
University of Richmond 2013 — 2016
Master of Business Administration (MBA)
Hampden-Sydney College 2004 — 2008
BS, Mathematical Economics
University of California, Irvine 2010 — 2011
Masters Certification, Project Management
Villanova University
Six Sigma Green Belt
Robert Kelly, CCAM, CMCA, AMS's Merrill Lynch Experience January 2007 - May 2007
Job at ASPMSan Diego
Industry Real Estate
Experience
ASPM-San Diego November 2010 - Present
Packard Management Group November 2009 - August 2010
The Prescott Companies January 2008 - July 2009
RMI Management, LLC March 2007 - November 2007
Merrill Lynch January 2007 - May 2007
Skills
Budgets, Property Management, Customer Service, Microsoft Office, Marketing, Management, Strategic Planning, Negotiation, Real Estate, Insurance, Sales, Process Scheduler, Apartments, Contract Negotiation, Team Building, Residential Homes, Selling, Project Planning, Marketing Strategy, Microsoft Word, Project Management, Leadership, Public Relations, Accounts Receivable, Supervisory Skills, Outlook, Training, Property, Leases, Event Planning, Event Management, Customer Satisfaction, Condos, Association Management, Yardi, Social Media Marketing, Rentals, Disposition, Tenant, Real Estate Economics
Education
UNLV 2004 — 2007
University Studies, Food and Beverage Management, Physical Education
Grossmont College 2002 — 2004
None, General
ASPM-San Diego November 2010 - Present
Packard Management Group November 2009 - August 2010
The Prescott Companies January 2008 - July 2009
RMI Management, LLC March 2007 - November 2007
Merrill Lynch January 2007 - May 2007
Skills
Budgets, Property Management, Customer Service, Microsoft Office, Marketing, Management, Strategic Planning, Negotiation, Real Estate, Insurance, Sales, Process Scheduler, Apartments, Contract Negotiation, Team Building, Residential Homes, Selling, Project Planning, Marketing Strategy, Microsoft Word, Project Management, Leadership, Public Relations, Accounts Receivable, Supervisory Skills, Outlook, Training, Property, Leases, Event Planning, Event Management, Customer Satisfaction, Condos, Association Management, Yardi, Social Media Marketing, Rentals, Disposition, Tenant, Real Estate Economics
Education
UNLV 2004 — 2007
University Studies, Food and Beverage Management, Physical Education
Grossmont College 2002 — 2004
None, General
Chris Parkinson's Merrill Lynch Experience June 2006 - December 2006
Job Senior Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2010 - Present
Brown Brothers Harriman December 2006 - March 2010
Merrill Lynch June 2006 - December 2006
Skills
Equities, Fixed Income, Investments, Bloomberg, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Capital Markets, Series 7, Equity Research, Financial Analysis
Education
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Credit Suisse March 2010 - Present
Brown Brothers Harriman December 2006 - March 2010
Merrill Lynch June 2006 - December 2006
Skills
Equities, Fixed Income, Investments, Bloomberg, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Capital Markets, Series 7, Equity Research, Financial Analysis
Education
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Carter Bagley's Merrill Lynch Experience 1997 - 2001
Job Associate Director/ Financial Advisor at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. 2004 - Present
A.G Edwards and Sons 2001 - 2004
Merrill Lynch 1997 - 2001
Education
University of North Carolina at Chapel Hill 1994 — 1997
B.A., History
Hampden-Sydney College 1991 — 1993
UBS Financial Services, Inc. 2004 - Present
A.G Edwards and Sons 2001 - 2004
Merrill Lynch 1997 - 2001
Education
University of North Carolina at Chapel Hill 1994 — 1997
B.A., History
Hampden-Sydney College 1991 — 1993
Susanne Lovisolo's Merrill Lynch Experience 1995 - 1997
Job President at The John Fell House/ CCA
Industry Nonprofit Organization Management
Experience
The John Fell House/ CCA July 2010 - Present
The Junior League of Bergen County 2006 - 2007
Junior League of Bergen County 1996 - 2006
Merrill Lynch 1995 - 1997
Smith New Court 1993 - 1995
Ogilvy & Mather 1991 - 1993
Ogilvy & Mather 1990 - 1991
Skills
Customer Service, Leadership Development, Strategic Planning, Public Relations, Non-profits, Event Management, Public Speaking, Team Building, Nonprofits, Volunteer Management, Fundraising, Community Outreach, Event Planning, Social Media, Social Media Marketing, Leadership
Education
Hamilton College
Bachelor of Arts (BA), English Language and Literature, General
The John Fell House/ CCA July 2010 - Present
The Junior League of Bergen County 2006 - 2007
Junior League of Bergen County 1996 - 2006
Merrill Lynch 1995 - 1997
Smith New Court 1993 - 1995
Ogilvy & Mather 1991 - 1993
Ogilvy & Mather 1990 - 1991
Skills
Customer Service, Leadership Development, Strategic Planning, Public Relations, Non-profits, Event Management, Public Speaking, Team Building, Nonprofits, Volunteer Management, Fundraising, Community Outreach, Event Planning, Social Media, Social Media Marketing, Leadership
Education
Hamilton College
Bachelor of Arts (BA), English Language and Literature, General
David Phelan's Merrill Lynch Experience September 2007 - June 2009
Job Risk Analyst at State Street
Industry Financial Services
Experience
State Street March 2012 - Present
State Street October 2010 - March 2012
State Street June 2009 - October 2010
Merrill Lynch September 2007 - June 2009
Skills
Financial Analysis, Risk Management, Financial Reporting, Investments, Market Risk, Finance, Equities, Bloomberg, Hedge Funds, Fixed Income, Securities, Data Analysis, Strategic Planning, Financial Risk
Education
Boston University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Hamilton College 2003 — 2007
B.A., World Politics & Religious Studies
University of Cape Town 2007 — 2007
Literature & Humanities
State Street March 2012 - Present
State Street October 2010 - March 2012
State Street June 2009 - October 2010
Merrill Lynch September 2007 - June 2009
Skills
Financial Analysis, Risk Management, Financial Reporting, Investments, Market Risk, Finance, Equities, Bloomberg, Hedge Funds, Fixed Income, Securities, Data Analysis, Strategic Planning, Financial Risk
Education
Boston University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Hamilton College 2003 — 2007
B.A., World Politics & Religious Studies
University of Cape Town 2007 — 2007
Literature & Humanities
Christopher Hope, PMP's Merrill Lynch Experience January 1992 - September 2000
Job Senior Systems Analyst at Sunoco
Industry Oil & Energy
Ramesh Talabathula's Merrill Lynch Experience November 2007 - September 2013
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Deutsche Bank September 2013 - Present
Merrill Lynch November 2007 - September 2013
HSBC Card Services 2006 - 2007
Skills
SOA, Sybase, Requirements Analysis, SDLC, Software Project...
Education
Gulbarga University
Bachelor of Engineering (B.E.), Computer science and engineering
Deutsche Bank September 2013 - Present
Merrill Lynch November 2007 - September 2013
HSBC Card Services 2006 - 2007
Skills
SOA, Sybase, Requirements Analysis, SDLC, Software Project...
Education
Gulbarga University
Bachelor of Engineering (B.E.), Computer science and engineering
Madhu Soni's Merrill Lynch Experience May 1996 - December 1999
Job Broker Associate at Watson Realty Corp.
Industry Real Estate
Experience
Watson Realty Corp. January 2002 - Present
Merrill Lynch May 1996 - December 1999
JPMorgan Chase September 1990 - April 1996
Skills
Referrals, Real Estate Transactions, Investments, Real Estate, Sellers, Investment Properties, Investors, Property, Property Management, Residential Homes, Selling, Leases, Sales, Real Estate Development, Commercial Real Estate, Vacation Homes, Waterfront, Townhomes, New Home Sales, Listings, SFR, Foreclosures, Condos, REO, Relocation, Short Sales, Buyer Representation, Brokerage, Rentals
Education
Gujarat University 1976 — 1979
B.A, Economics/Statistics
Union County College 1984 — 1984
course study, Accounting / Computer science
Florida Real Estate Institute, Jacksonville, Fl 2004 — 2004
Real estate Broker License, Real Estate
Weichert Real Estate School, Kendall Park, New Jersey 2002 — 2002
Real estate Sales Agent License, Real Estate
Watson Realty Corp. January 2002 - Present
Merrill Lynch May 1996 - December 1999
JPMorgan Chase September 1990 - April 1996
Skills
Referrals, Real Estate Transactions, Investments, Real Estate, Sellers, Investment Properties, Investors, Property, Property Management, Residential Homes, Selling, Leases, Sales, Real Estate Development, Commercial Real Estate, Vacation Homes, Waterfront, Townhomes, New Home Sales, Listings, SFR, Foreclosures, Condos, REO, Relocation, Short Sales, Buyer Representation, Brokerage, Rentals
Education
Gujarat University 1976 — 1979
B.A, Economics/Statistics
Union County College 1984 — 1984
course study, Accounting / Computer science
Florida Real Estate Institute, Jacksonville, Fl 2004 — 2004
Real estate Broker License, Real Estate
Weichert Real Estate School, Kendall Park, New Jersey 2002 — 2002
Real estate Sales Agent License, Real Estate
Anne (Iverson) Miller's Merrill Lynch Experience 1995 - 1997
Job Executive and Corporate Recruiter at CGI
Industry Human Resources
Experience
CGI August 2013 - Present
JP Morgan 1998 - 2001
Union Bank of Switzerland 1997 - 1998
Merrill Lynch 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Deferred Compensation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Internet Recruiting, Talent Management, Human Resources, Recruiting, College Recruiting, HRIS, Screening, Sourcing, Performance Management, Interviews, Employee Relations, Benefits Administration, Management, Strategy, Leadership
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
M.B.A.
Hamilton College 1990 — 1994
B.A.
CGI August 2013 - Present
JP Morgan 1998 - 2001
Union Bank of Switzerland 1997 - 1998
Merrill Lynch 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Deferred Compensation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Internet Recruiting, Talent Management, Human Resources, Recruiting, College Recruiting, HRIS, Screening, Sourcing, Performance Management, Interviews, Employee Relations, Benefits Administration, Management, Strategy, Leadership
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
M.B.A.
Hamilton College 1990 — 1994
B.A.
Lloyd Jr. Archibald's Merrill Lynch Experience August 2011 - January 2012
Job Private Client Banker at J.PMorgan Chase N.A.
Industry Financial Services
Experience
J.PMorgan Chase September 2013 - Present
Merrill Edge July 2012 - August 2013
Merrill Lynch August 2011 - January 2012
Sleiman Enterprises April 1998 - February 2011
The Ritz-Carlton Hotel Company LLC April 1991 - December 1997
HOOTERS PRO GOLF TOUR January 1992 - June 1997
Skills
Customer Relations, Customer Service, Golf, Sales, Investment Strategies, Portfolio Management, Management, Investments, Team Building
Education
Jacksonville University 1989 — 1992
Bachelor of Science, Business Administration
Guilford College
J.PMorgan Chase September 2013 - Present
Merrill Edge July 2012 - August 2013
Merrill Lynch August 2011 - January 2012
Sleiman Enterprises April 1998 - February 2011
The Ritz-Carlton Hotel Company LLC April 1991 - December 1997
HOOTERS PRO GOLF TOUR January 1992 - June 1997
Skills
Customer Relations, Customer Service, Golf, Sales, Investment Strategies, Portfolio Management, Management, Investments, Team Building
Education
Jacksonville University 1989 — 1992
Bachelor of Science, Business Administration
Guilford College
Reid Birkett's Merrill Lynch Experience March 2012 - Present
Job PMD Merrill Lynch GWIM
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
JAZD Markets July 2011 - July 2012
Automated Medical Instruments January 2011 - April 2011
MindChild Medical September 2010 - November 2010
Sagent Advisors Inc July 2007 - August 2007
Education
Bishop Guertin High School
Hamilton College
Economics, Philosophy, Sociology
Northfield Mount Hermon School
Post
Rivier College
Bachelor of Arts, Sociology, Marketing
Merrill Lynch March 2012 - Present
JAZD Markets July 2011 - July 2012
Automated Medical Instruments January 2011 - April 2011
MindChild Medical September 2010 - November 2010
Sagent Advisors Inc July 2007 - August 2007
Education
Bishop Guertin High School
Hamilton College
Economics, Philosophy, Sociology
Northfield Mount Hermon School
Post
Rivier College
Bachelor of Arts, Sociology, Marketing
Christopher Aiello's Merrill Lynch Experience February 2009 - Present
Job National Sales Executive, Managing Director, Specialty Asset Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2009 - Present
Skills
Asset Management, Real Estate
Education
Stetson University College of Law 1993 — 1996
JD, Law
Guilford College 1982 — 1986
BA, Policy Studies
Merrill Lynch February 2009 - Present
Skills
Asset Management, Real Estate
Education
Stetson University College of Law 1993 — 1996
JD, Law
Guilford College 1982 — 1986
BA, Policy Studies
Alicia Jelliff's Merrill Lynch Experience 2003 - 2010
Job Paralegal
Industry Legal Services
Experience
Wells Fargo 2010 - 2011
Merrill Lynch 2003 - 2010
Community Business Bank 2000 - 2003
Education
Hamline University 2010 — 2012
ABA Approved Paralegal Certificate, Legal Assistant/Paralegal
Concordia College 1994 — 1998
Bachelor of Arts (B.B.A.), Business Administration & German Studies
Wells Fargo 2010 - 2011
Merrill Lynch 2003 - 2010
Community Business Bank 2000 - 2003
Education
Hamline University 2010 — 2012
ABA Approved Paralegal Certificate, Legal Assistant/Paralegal
Concordia College 1994 — 1998
Bachelor of Arts (B.B.A.), Business Administration & German Studies
Bobby Parker's Merrill Lynch Experience January 2000 - March 2004
Job Comedian at Mad Cowford
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Fidelity Investments ComedianMad CowfordDecember 2006 - Present
Bobby Parker September 2006 - Present
Fidelity Investments October 2012 - December 2012
Fidelity Investments April 2009 - December 2009
Citi May 2004 - September 2006
Merrill Lynch January 2000 - March 2004
Skills
Public Speaking, PowerPoint, Team Building, Mutual Funds, Microsoft Excel, Customer Service
Education
Grove City College 1994 — 1999
Bachelor's Degree, Business / Communications
Fidelity Investments September 2006 - Present
Fidelity Investments ComedianMad CowfordDecember 2006 - Present
Bobby Parker September 2006 - Present
Fidelity Investments October 2012 - December 2012
Fidelity Investments April 2009 - December 2009
Citi May 2004 - September 2006
Merrill Lynch January 2000 - March 2004
Skills
Public Speaking, PowerPoint, Team Building, Mutual Funds, Microsoft Excel, Customer Service
Education
Grove City College 1994 — 1999
Bachelor's Degree, Business / Communications
Sharon Missimer's Merrill Lynch Experience March 1983 - June 2000
Job Faculty at McCann School of Business
Industry Education Management
Experience
McCann School of Business July 2009 - Present
McCann School of Business and Technology July 2009 - Present
Merrill Lynch March 1983 - June 2000
Hamilton Bank January 1982 - July 1984
Education
Harrisburg Area Community College
Associate of Arts and Sciences (AAS), Business Administration-Accounting and Marketing
Penn State University
Bachelor of Business Administration (BBA), Accounting, Finance and Marketing
McCann School of Business July 2009 - Present
McCann School of Business and Technology July 2009 - Present
Merrill Lynch March 1983 - June 2000
Hamilton Bank January 1982 - July 1984
Education
Harrisburg Area Community College
Associate of Arts and Sciences (AAS), Business Administration-Accounting and Marketing
Penn State University
Bachelor of Business Administration (BBA), Accounting, Finance and Marketing
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank