Merrill Lynch

Industry: Banking company

Description

Merrill 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

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Marc Aronstein Marc Aronstein New York, New York Details
Marc Aronstein's Merrill Lynch Experience 1989 - 1992
Job Managing Director at BelHealth Investment Partners
Industry Financial Services
Experience
BelHealth Investment Partners  2015 - Present
Marwood Group  2010 - 2015
The Beekman Group   2005 - 2010
Odeon Capital Partners   2000 - 2005
EXOR America   1997 - 1999
Morgan Lewis Githens & Ahn   1993 - 1995
The River Group   1992 - 1993
Merrill Lynch   1989 - 1992

Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Investment Banking, Finance, Restructuring, Management, Hedge Funds, Alternative Investments, Investments, Series 7, Equities, Capital Markets, Asset Management, Fixed Income

Education
Harvard Business School   1995 — 1997
Master of Business Administration (M.B.A.)

University of Pennsylvania - The Wharton School   1985 — 1989
Bachelor's Degree

Steve Martzel Steve Martzel Greater Chicago Area Details
Steve Martzel's Merrill Lynch Experience 1983 - 1987
Job design engineer,sales at Clark Foam Products,Inc
Industry Packaging and Containers
Experience
Clark Foam Products,Inc   1994 - Present
o.t.pickell builders   1987 - 1994
Merrill Lynch   1983 - 1987

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Dow Chemical packaging school

Harper College

Warren Matthei Warren Matthei Greater New York City Area Details
Warren Matthei's Merrill Lynch Experience May 1987 - March 1993
Job Professor of Finance at NYU Polytechnic Institute
Industry Research
Experience
NYU Polytechnic Institute   January 2012 - Present
Merrill Lynch   May 1987 - March 1993
Salomon Brothers  August 1982 - May 1987
Kidder Peabody & Co.   June 1977 - August 1982
The Chase Manhattan Bank  June 1973 - August 1975

Education
University of Oxford   1994 — 1996
DPhil(PRS), Political Geography

Harvard Business School   1975 — 1977
MBA, Finance

Princeton University   1969 — 1973
A.B., Anthropology, Classics, Economics

Phillips Academy, Andover, MA   1966 — 1969

Michael Nolte Michael Nolte Little Rock, Arkansas Area Details
Michael Nolte's Merrill Lynch Experience 1983 - 1986
Job Chief Operating Officer at Stephens Investment Management Group
Industry Investment Banking
Experience
Stephens Investment Management Group   2005 - Present
Merrill Lynch   1983 - 1986

Skills
Equities, Securities, Series 7, Mergers, Turn Around Management, Investments, Investment Banking, Alternative Investments, Asset Management, Capital Markets, Mergers & Acquisitions, Portfolio Management, Private Equity, Strategy, Venture Capital, Valuation, Fixed Income, Fantasy Football, Management

Education
Harding University   1979 — 1983
BBA, Business Management

University of Illinois at Urbana-Champaign

Stephanie Hurder Stephanie Hurder Greater Los Angeles Area Details
Stephanie Hurder's Merrill Lynch Experience June 2012 - August 2012
Job Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  August 2014 - Present
Libertas College Preparatory Charter School   April 2014 - Present
MIT Sloan School of Management  July 2013 - June 2014
Merrill Lynch   June 2012 - August 2012
Microsoft Research New England  June 2008 - April 2009
Harvard Business School  June 2007 - September 2007
National Bureau of Economic Research  June 2006 - June 2007

Education
Harvard University   2007 — 2013
Ph.D, Business Economics

Harvard Business School   2010 — 2011

Harvard University   2002 — 2006
AB, Mathematics

Lori Fenton Lori Fenton Greater Chicago Area Details
Lori Fenton's Merrill Lynch Experience September 2000 - December 2010
Job Senior Associate at UBS
Industry Financial Services
Experience
UBS  July 2013 - Present
Lorilicious   November 2009 - Present
Morgan Stanley Wealth Management  January 2011 - July 2013
Merrill Lynch   September 2000 - December 2010
Double Tree Hotels   January 2000 - July 2000

Education
Illinois State University
Bachelor of Arts, Public Relations

Harper College   2006 — 2006
Certification, Meeting & Event Planning Certification

Elizabeth Gill Elizabeth Gill New York, New York Details
Elizabeth Gill's Merrill Lynch Experience July 2008 - October 2009
Job Associate at The Raine Group
Industry Financial Services
Experience
The Raine Group  July 2014 - Present
J.P. Morgan   June 2013 - August 2013
Eureka Growth Capital   May 2012 - July 2012
Wells Fargo  May 2011 - May 2012
Wells Fargo  October 2009 - May 2011
Merrill Lynch   July 2008 - October 2009

Education
Harvard Business School   2012 — 2014
Master of Business Administration (MBA)

Lehigh University - College of Business and Economics   2004 — 2008
Bachelor of Science, Accounting and Finance

Saad T. Khan Saad T. Khan San Francisco, California Details
Saad T. Khan's Merrill Lynch Experience August 2006 - May 2009
Job Corporate Development & Strategy at King
Industry Internet
Experience
King  December 2014 - Present
King  October 2014 - December 2014
Macquarie Group  February 2013 - October 2014
Morgan Stanley  July 2011 - February 2013
Burrage Capital   June 2010 - August 2010
Merrill Lynch   August 2006 - May 2009

Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Equities, LBO, Financial Analysis, Due Diligence, Venture Capital, Hedge Funds, Investments, Acquisitions, Mergers & Acquisitions, Strategy, Finance, Emerging Markets, Capital Markets, Corporate Development, IPO, Restructuring, Business Valuation

Education
Harvard Business School   2009 — 2011
Master of Business Administration (MBA), Finance, General

Macalester College   2002 — 2006
Bachelor of Arts Degree, Economics; Accounting

Karachi Grammar School   1992 — 2002
A-Levels, Economics

Robert Feibelman Robert Feibelman Greater New York City Area Details
Robert Feibelman's Merrill Lynch Experience 1986 - 2008
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
UniCredit  2009 - 2013
Merrill Lynch   1986 - 2008

Skills
Equities, Fixed Income, Derivatives, Structured Finance, Investment Banking, Risk Management, Leadership, Management, New Business Development, Strategy, Business Analysis, Finance, Financial Services, Hedge Funds, Equity Derivatives, Securities, Capital Markets, Portfolio Management, Investments

Education
Harvard Business School
Master of Business Administration (MBA), Finance and General Management

University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics

Monifa Pole Monifa Pole Greater New York City Area Details
Monifa Pole's Merrill Lynch Experience May 2000 - September 2001
Job Market Delivery Manager at AstraZeneca
Industry Marketing and Advertising
Experience
AstraZeneca  February 2014 - Present
Bristol-Myers Squibb  September 2005 - February 2014
American Red Cross  June 2003 - September 2005
Merrill Lynch   May 2000 - September 2001

Skills
Account Management, Global Marketing, Advertising, Cross-functional Team..., Pharmaceutical Industry, Marketing Communications, Marketing, Product Launch, Marketing Strategy, Pharmaceutical Sales, Direct Mail, Integrated Marketing, Direct Marketing, Market Planning, Brand Management, Marketing Management, Market Research, Leadership

Education
Hampton University
Bachelor of Science (BS), Business Administration and Management, General

West Windsor-Plainsboro High School South

Ray Browning Ray Browning Abilene, Texas Details
Ray Browning's Merrill Lynch Experience January 2010 - November 2010
Job Pastor at Elmdale Baptist Church
Industry Religious Institutions
Experience
Elmdale Baptist Church   June 2013 - Present
Sweetwater-Nolan County Health Department   November 2010 - Present
Sweetwater Fire Department   December 2012 - June 2013
Merrill Lynch   January 2010 - November 2010
Edward Jones  March 2006 - December 2009
Insteel Industries, Inc  April 2005 - March 2006
Suntron Corporation  August 1999 - March 2005
Petron Industries Inc.  August 1995 - August 1999
United States Marine Corps  March 1989 - May 1995

Skills
Preaching, Service Planning, Ministry Leadership, Relational Ministry, Bible teaching, Volunteer Management, Volunteer Training, Pastoral Counseling, Disaster Risk Reduction, Disaster Recovery, Disaster Response, Mitigation Strategies, Exercise Design, Emergency Management, Retirement Planning, Team Building, Strategic Planning, Public Speaking, Training, Management, Supervisory Skills, Exercises, Proposal Writing, Public Relations, Project Planning, Leadership, Customer Service, Microsoft Excel, Teaching, Community Outreach, Nonprofits, Microsoft Office, Microsoft Word, Sales

Education
Hardin-Simmons University   2011 — 2015
Master of Divinity (M.Div.), Spiritual Care

LeTourneau University   1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Juan G. Fernandez Juan G. Fernandez Boston, Massachusetts Details
Juan G. Fernandez's Merrill Lynch Experience 2001 - 2003
Job CoFounder and Director of Operations, Roxbury Prep High School
Industry Education Management
Experience
Roxbury Preparatory Charter School  June 2014 - Present
GE Capital Asia Pacific   January 2012 - December 2013
GE Capital  July 2007 - December 2011
SEIU  2006 - 2007
Bill & Melinda Gates Foundation  2005 - 2006
Credit Suisse  2004 - 2004
Merrill Lynch   2001 - 2003

Skills
Emerging Markets, Leveraged Finance, Non-profits, Healthcare, Underwriting, Syndications, Deal Origination, Financial Modeling, Business Strategy, Financial Analysis, Valuation

Education
Harvard Business School   2003 — 2005
MBA, General Management

Harvard University   1993 — 1997
BA, Social Studies

Milton Academy

Leslie J Williams, MBA Leslie J Williams, MBA United States Details
Leslie J Williams, MBA's Merrill Lynch Experience December 1992 - December 1994
Job Comptroller at Camden County Workforce Investment Board
Industry Nonprofit Organization Management
Experience
Camden County Workforce Investment Board   November 2011 - Present
Abundant Life Fellowship  February 2008 - November 2011
Artcraft Promotional Concepts  May 2006 - February 2008
America's Best Contacts & Eyeglasses   December 1997 - December 2005
Merrill Lynch   December 1992 - December 1994
Ernst & Young  September 1990 - December 1992

Skills
Auditing, Accounting, Budgets, Leadership, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Project Accounting, Year-end Close, Managerial Finance, Cash Flow Forecasting, Variance Analysis, Customer Service

Education
University of Phoenix   2002 — 2005
Master of Business Administration (MBA), Accounting and Finance

Hampton University   1986 — 1990
Bachelor of Science (B.S.), Accounting

Mitchell Weiss Mitchell Weiss Boston, Massachusetts Details
Mitchell Weiss's Merrill Lynch Experience 2001 - 2002
Job Senior Lecturer at Harvard Business School
Industry Government Administration
Experience
Harvard Business School  February 2014 - Present
City of Boston, Mayor's Office   January 2010 - January 2014
The Tobin Project  February 2006 - December 2009
Merrill Lynch   2001 - 2002

Skills
Innovation, Open Innovation, Social Entrepreneurship, Strategic Communications, Economic Development, Leadership, Public Policy, Government, Speech Writing, Business Strategy, Entrepreneurship, Start-ups

Education
Harvard Business School   2002 — 2004
MBA

Harvard College   1995 — 1999
AB, Economics

David Null David Null Greater Atlanta Area Details
David Null's Merrill Lynch Experience 2003 - 2006
Job Business Consultant
Industry Financial Services
Experience
PRA-USA Group   May 2014 - Present
FDIC  2009 - April 2014
Federal Deposit Insurance Corporation  2009 - April 2014
Sagentia, Inc.   2008 - 2009
Proudfoot Consulting  2006 - 2008
Merrill Lynch   2003 - 2006
Computer Sciences Corporation  1996 - 2002
TXEN/Nichols/CSC   1996 - 2002

Skills
Financial Analysis, Business Analysis, Process Improvement, Management Consulting, Business Strategy, Risk Management, Portfolio Management, Business Process..., Business Development, Valuation, Leadership, Financial Risk, Credit Analysis, Financial Modeling, Mortgage Lending, Due Diligence, Asset Management, Finance, Underwriting, Strategic Planning, Banking, Corporate Finance, Loan Servicing, Mergers & Acquisitions, Team Building, Loans, Credit, Commercial Lending, Project Planning, Strategic Financial..., Analysis, Financial Services, Investments, Commercial Mortgages, Loss Mitigation, Commercial Banking, Financial Institutions, Credit Risk, Loan Origination, Small Business Lending, Mortgage Servicing, Mortgage Banking, Consumer Lending, Mortgage Underwriting, Financial Regulation, Real Estate Financing, Residential Mortgages, Funding, Loan Modifications, Construction Loans

Education
Harding University   1982 — 1987

American College of Financial Professionals
Finance and Financial Management Services

Webster University

Matt Freund Matt Freund Charlotte, North Carolina Details
Matt Freund's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  March 2015 - Present
Piper Jaffray  March 2014 - March 2015
McMaster-Carr  July 2012 - December 2013
Merrill Lynch   June 2011 - August 2011
US Army  May 2006 - September 2010

Skills
LBO, Valuation, Mergers, Operational Efficiency, DCF, Investment Banking, Financial Modeling, Mergers & Acquisitions, Management, Leadership, Private Equity, Corporate Finance, Venture Capital

Education
Harvard Business School   2010 — 2012
MBA

University of North Carolina at Chapel Hill   2002 — 2006
BSBA with Finance Concentration, German Minor

Ruprecht-Karls-Universität Heidelberg / University of Heidelberg   2004 — 2004
Study Abroad Semester

Harvard University

Brian Stoker Brian Stoker Greater New York City Area Details
Brian Stoker's Merrill Lynch Experience August 1998 - March 2005
Job Managing Director at StormHarbour Securities
Industry Financial Services
Experience
StormHarbour Securities  November 2012 - Present
HBS Angel Investing Club   2012 - Present
Malloy College   2012 - 2012
Carlson Capital  September 2008 - March 2011
Citigroup  March 2005 - August 2008
Merrill Lynch   August 1998 - March 2005
Peoples Telephone Company  1990 - 1996
KPMG  1993 - 1993
IBM  1992 - 1992

Skills
Structured Finance, Fixed Income, Derivatives, CDO, Credit, Trading, Finance, Securitization, Hedge Funds, Financial Modeling, Investment Banking, Financial Analysis, Alternative Investments, Structured Products, Securities, Private Equity, Credit Derivatives, CLO, Credit Analysis, Asset Management, Corporate Finance, Credit Risk, Options, Equity Research, CDS, LBO, Venture Capital, High Yield, Equity Derivatives, Leveraged Finance

Education
Harvard Business School   1997 — 1998
MBA, Business

University of Virginia   1989 — 1993
BS, Commerce: Finance and Management Information Systems

Yinan (Aaron) Du Yinan (Aaron) Du San Francisco Bay Area Details
Yinan (Aaron) Du's Merrill Lynch Experience June 2002 - August 2002
Job Serial Entrepreneur
Industry Internet
Experience
Delivering Happiness Group (Cayman) Ltd. / 24Quan.com   2009 - 2013
Kingdon Capital  June 2008 - August 2008
Kohlberg Kravis Roberts & Co.   2006 - 2008
J.P. Morgan   2003 - 2006
Merrill Lynch   June 2002 - August 2002
WR Hambrecht + Co  January 2002 - February 2002

Skills
Problem Solving, Private Equity, Venture Capital, Engineering, Financial Modeling, Valuation, Leadership, Social Skills, Entrepreneurship, Strategy, Finance, Investment Banking, Emerging Markets, Business Strategy, Strategic Planning, Financial Analysis, Corporate Development, Product Management, Corporate Finance

Education
Harvard Business School   2008 — 2009
MBA, General Management

Massachusetts Institute of Technology   2001 — 2005
Master of Engineering (M.Eng.), Bachelor of Science (S.B.), 4.8/5.0

University of Cambridge   2003 — 2004
Economics, Electrical Engineering

Walnut High School   1999 — 2001

Tianjin Experimental High School   1995 — 1999

Stephen Chang Stephen Chang Greater Los Angeles Area Details
Stephen Chang's Merrill Lynch Experience June 2004 - December 2004
Job Finance Manager at Sony Pictures Entertainment Television
Industry Entertainment
Experience
Sony Pictures Entertainment  November 2010 - Present
The Walt Disney Company  April 2008 - November 2010
Countrywide Financial Corporation  August 2006 - April 2008
Von Der Ahe Mortgage   August 2003 - August 2006
Harvey and Company  November 2005 - February 2006
Merrill Lynch   June 2004 - December 2004
ipc  2001 - 2002

Skills
Financial Modeling, Mergers, Internal Controls, Microsoft Excel, Finance, Risk Management, Corporate Finance, Strategy, Forecasting, Budgets, US GAAP, Access, Asset Managment, Analytics, Strategic Financial..., Credit, Due Diligence, Financial Reporting, Data Analysis, Valuation, Accounting, Equities, Essbase, Analysis, Financial Accounting, SAP, Account Reconciliation, Variance Analysis, Financial Analysis, Capital Markets, Portfolio Management, Private Equity, Investments, Mergers & Acquisitions, Financial Forecasting, Sarbanes-Oxley Act, Management, Cash Flow, Economics, Project Planning, Microsoft Office

Education
Loyola Marymount University   2002 — 2006

Loyola Marymount University, College of Business Administration   2002 — 2006
Bachelor of Business Administration (BBA), Finance

Loyola Marymount University, Hilton Center for Business
Bachelor of Business Administration, international business and accounting

Harvard Business School
Global Business Certification

Sid Martin Sid Martin Richmond, Virginia Area Details
Sid Martin's Merrill Lynch Experience February 1996 - February 2013
Job Director at Heartwood Wealth Advisors
Industry Financial Services
Experience
Heartwood Wealth Advisors   February 2013 - Present
Merrill Lynch   February 1996 - February 2013

Education
Hampden-Sydney College   1990 — 1994

Clarence Taylor Clarence Taylor Raleigh-Durham, North Carolina Area Details
Clarence Taylor's Merrill Lynch Experience 2006 - 2009
Job Blue Cross Blue Shield of North Carolina
Industry Insurance
Experience
MetLife  November 2009 - Present
Merrill Lynch   2006 - 2009
Smith Barney  2003 - 2006
CIGNA Group Insurance  1995 - 2000
US Army  August 1984 - September 1988

Education
Hampton University   1981 — 1984
BS, Finance

Conestoga Sr. High School

Julia Senior, CFA Julia Senior, CFA Boston, Massachusetts Details
Julia Senior, CFA's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Harvard Business School  August 2014 - Present
Bank of America  July 2010 - July 2014
Bank of America  July 2009 - June 2010
Merrill Lynch   June 2008 - August 2008

Skills
Financial Modeling, Equity Research, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Investments, Research

Education
Harvard Business School   2014 — 2016

Harvard University   2005 — 2009
Economics, Government

Rob Carpenter Rob Carpenter Columbia, Maryland Details
Rob Carpenter's Merrill Lynch Experience 1989 - 1993
Job CEO & President BaltimoreWashington Financial Advisors
Industry Investment Management
Experience
Baltimore Washington Financial Advisors  June 2012 - Present
Ameriprise Financial  January 2011 - June 2012
Wells Fargo Advisors, LLC  January 2007 - January 2011
Stifel Nicolaus (formerly Ryan, Beck & Co.)   1999 - 2007
Dreyfus Service Corp.   1998 - 1999
Prudential Securities, Inc. (now known as Wells Fargo)   1995 - 1997
Citicorp  1994 - 1995
Merrill Lynch   1989 - 1993

Skills
Investments, Financial Services, Portfolio Management, Finance, Retirement Planning, Asset Management, Series 7, Alternative Investments, Investment Advisory, ETFs, Investment Management, Securities, 401k, Series 63, Equities, Investment Strategies, Retirement, Asset Allocation, Financial Advisory, Mutual Funds, FINRA, Wealth Management, Bonds, High Net Worth..., Estate Planning, Wealth Management..., Hedge Funds, Private Banking, Fixed Income, Financial Planners, Wealth, Options, Uniform Combined State...

Education
University of Pennsylvania - The Wharton School   1998 — 2000
SIA Branch Management Leadership Institute

Hartwick College   1984 — 1988
B.A., Political Science

Alicia Alexander Alicia Alexander Greater Boston Area Details
Alicia Alexander's Merrill Lynch Experience July 2008 - September 2010
Job Senior Associate at Webster Capital
Industry Venture Capital & Private Equity
Experience
Webster Capital  September 2014 - Present
StartUp Health  June 2013 - August 2013
LaSalle Capital Group  July 2010 - June 2012
Merrill Lynch   July 2008 - September 2010
Whirlpool Corporation  2006 - 2006
Valassis Communications  2005 - 2005

Education
Harvard Business School   2012 — 2014

University of Notre Dame   2004 — 2008
BA, Economics, Cum Laude

University of Notre Dame - Mendoza College of Business   2004 — 2008
Bachelor of Business Administration, Finance, Cum Laude

Parkway West High School   2000 — 2004

Eric Yergan Eric Yergan Greater New York City Area Details
Eric Yergan's Merrill Lynch Experience December 2011 - December 2012
Job Tax planning and Financial Advisor
Industry Financial Services
Experience
Essex Green Tax Planning & NYC Fast Tax / NJ Fast Tax   December 2005 - Present
Mutual of Omaha  August 2013 - December 2014
Merrill Lynch   December 2011 - December 2012
The Yergan Agency-Allstate Insurance and NYC Fast Tax   May 1998 - October 2011
Donaldson, Lufkin & Jenrette   1994 - 1999
Paine Webber  1984 - 1994

Skills
Investments, Strategic Financial..., Finance, Small Business, Financial Services, Securities, Strategy, Tax, Accounting, Sales, Equities, Management, Financial Analysis, Entrepreneurship, Insurance, Wealth Management, Asset Managment, Fixed Income, financial planners, Retirement, Human Resources, Financial Advisory, Diversity & Inclusion, Wealth Management..., Series 7, Series 66, Asset Allocation, Retirement Planning, Marketing, Strategic Planning, Life Insurance, Fixed Annuities, Leadership, Business Development, Financial Planning, Portfolio Management, Asset Management

Education
Harvard Business School   1980 — 1982
MBA, Marketing/Finance, General Management

Marist College   1971 — 1975
BS, Business

Mineola High School   1967 — 1971
Regents

Adele Canetti Adele Canetti Orange County, California Area Details
Adele Canetti's Merrill Lynch Experience February 2007 - May 2008
Job Investment Advisor at American Money Management LLC
Industry Investment Management
Experience
American Money Management LLC   June 2008 - Present
American Money Management LLC   June 2008 - Present
Harvard Business School Association of Orange County (HBSAOC)   May 2007 - November 2013
Business Growth Conference 2010   2008 - 2010
Merrill Lynch   February 2007 - May 2008
Morgan Stanley  2005 - 2007
Crown Books  2004 - 2005
Kingsway Road   September 1993 - May 2003
Big Dog Holdings  1992 - 1993
STOR Furnishings   1989 - 1991

Skills
Portfolio Management, Retirement, 401k, Small Business, Financial Analysis, Strategic Planning, Business Strategy, Investments, Business Planning, Financial Modeling, Strategic Financial..., Entrepreneurship, Asset Managment, Retirement Planning, Retail

Education
Harvard Business School   1982 — 1984
MBA, Business

University of California, Los Angeles   1975 — 1980
BA, History

Adelaide Price

Jenna Page Jenna Page Phoenix, Arizona Area Details
Jenna Page's Merrill Lynch Experience July 2000 - August 2003
Job Owner, Land and Cruise Vacation Specialist
Industry Leisure, Travel & Tourism
Experience
Cruise Planners  July 2014 - Present
Google  August 2015 - September 2015
Soloman Smith Barney  September 2003 - May 2005
Merrill Lynch   July 2000 - August 2003
Merrill Lynch   July 1996 - July 2000
Charles Schwab  April 1995 - April 1996
Charles Schwab  October 1992 - March 1995
Clear Channel Communications - WINZ/WZTA   October 1990 - September 1993
WPLG TV  September 1989 - September 1990
MTV Networks, New York , NY   August 1987 - July 1989

Skills
Film Production, Film Editing, Screenwriting, Video Production, Video Editing, Investments, Loans, Brokerage, Series 63, Series 7, Final Cut Pro, Video, Customer Service, Public Speaking, Sales, Editing, Social Networking, Call Centers, Blogging, Social Media, Facebook, Creative Writing, Photography, Management, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Marketing, Incentive Travel, Travel Management, Vacation, Cruises, Team Building, Strategic Planning, Public Relations, Online Advertising, Online Marketing, Entrepreneurship, Budgets, Hospitality, Negotiation, New Business Development, Small Business, Leadership, Advertising, Tourism, Hotels, Resorts, Leisure Travel

Education
New York University   1985 — 1989
Bachelor of Fine Arts (BFA), Cinematography and Film/Video Production

Hartwick College   1985 — 1987
Bachelor of Arts (B.A.)

Thomas S Arnold Thomas S Arnold Baltimore, Maryland Area Details
Thomas S Arnold's Merrill Lynch Experience July 2000 - April 2003
Job Tactical Emergency Medical Technician
Industry Security and Investigations
Experience
Paragon Systems  July 2011 - Present
Pikesville Volunteer Fire Company   August 2010 - Present
Coastal International Security  October 2010 - September 2011
G4S Secure Solutions (USA) Inc.   May 2009 - February 2011
LPL Financial  November 2008 - December 2009
PSA Financial Center  January 2007 - February 2008
AXA Advisors  2006 - 2007
MetLife  2005 - 2006
Legg Mason  April 2003 - October 2005
Merrill Lynch   July 2000 - April 2003

Skills
Firearms, Microsoft Office, Morningstar, Compliance, Securities, Supervisory Skills, Public Speaking, Emergency Medicine, Tactical Asset..., Tactical Planning, Emergency Communications, Classroom Instruction, Firearms Instruction, Law Enforcement, Closed-end Funds, CCTV, Top Secret, Facility Security, Security, Enforcement, Investments, Strategic Financial..., Classroom, Security Management, Surveillance, Physical Security, Personal Protection, Corporate Security, Risk Management, Government, Private Investigations, Protection, Police, Counterterrorism, Training, Security Clearance, Crisis Management, Emergency Management, Asset Protection, Security Operations, Force Protection, Risk Assessment, Homeland Security, Tactics, First Responder, Policy, Security Training, Weapons, Intelligence, Patrol

Education
American College   2003 — 2008
Financial Services Continuing Education, Financial Services Continuing Education

David Shapell College of Jewish Studies   1995 — 1998
Jewish Studies

Hampshire College   1990 — 1996
BA, History

The Hebrew University   1992 — 1993
Documentary History

The Watkinson School   1985 — 1990
High School

Meaghan Dresser Meaghan Dresser Newport, Rhode Island Details
Meaghan Dresser's Merrill Lynch Experience 2002 - August 2005
Job Contract Specialist at RBS Citizens
Industry Maritime
Experience
RBS Citizens  November 2013 - Present
Harken Yacht Equipment  November 2005 - November 2013
Merrill Lynch   2002 - August 2005
Merrill Lynch   November 1999 - 2002

Skills
Project Management, Contract Negotiation, Maritime, Sailing

Education
Hartwick College   1994 — 1998
Bachelor of Arts (BA), Sociology

Jennifer Reigle Jennifer Reigle Cincinnati, Ohio Details
Jennifer Reigle's Merrill Lynch Experience April 1983 - May 2003
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2008 - Present
Mutual Service Corporation  2005 - 2008
Merrill Lynch   April 1983 - May 2003

Skills
Certified Retirement..., Life & Health Insurance..., Long Term Care...

Education
Hanover College   1978 — 1982
Bachelor of Arts (B.A.), French and Psychology

Samuel Bright Samuel Bright Mountain View, California Details
Samuel Bright's Merrill Lynch Experience June 2008 - August 2008
Job Director, Head of Merchandising & Seller Partnerships at eBay
Industry Information Technology and Services
Experience
eBay Inc  April 2014 - Present
eBay  July 2012 - March 2014
B of A Merrill Lynch   August 2009 - May 2012
Merrill Lynch   June 2008 - August 2008
Forrester Research  January 2007 - July 2007
Forrester Research  July 2006 - December 2006
Forrester Research  April 2006 - June 2006
Forrester Research  June 2005 - March 2006
Northeast Indiana Innovation Center  October 2002 - May 2005

Skills
Strategy, Valuation, Deal Execution, Market Research, Due Diligence, Strategic Partnerships, Financial Modeling, Negotiation, Public Speaking, E-commerce, Cross-functional Team..., Sales, Start-ups, Analysis, New Business Development, Competitive Analysis, Management, Business Planning, Mergers & Acquisitions, Go-to-market Strategy, Entrepreneurship, Corporate Finance, Management Consulting, Analytics, Business Development, Leadership

Education
Harvard Business School
Master of Business Administration (MBA)

Taylor University
B.A., Management

Allison Keavey Allison Keavey Boston, Massachusetts Details
Allison Keavey's Merrill Lynch Experience July 2007 - July 2008
Job Senior Director, City Management at Manicube
Industry Consumer Services
Experience
Manicube  August 2015 - Present
Manicube  May 2014 - Present
J.P. Morgan   June 2013 - August 2013
CNBC  July 2008 - July 2012
Merrill Lynch   July 2007 - July 2008

Skills
Television, Digital Media, Social Media, Editing, New Media, Broadcast, Video Production, Media Relations, Journalism, Blogging, Press Releases, Management, Strategic Communications, Facebook

Education
Harvard Business School   2012 — 2014
Master of Business Administration (MBA)

Harvard College   2003 — 2007
Bachelor of Arts (B.A.), Sociology

Frank Robinson Frank Robinson Greater New York City Area Details
Frank Robinson's Merrill Lynch Experience 1993 - 1994
Job Principal of DIRECTVIEW Satellite, part of the New Horizon Entertainment Group and President of The Mondrian Group LLC
Industry Telecommunications
Experience
New Horizon Entertainment Group LLC   November 2005 - Present
The Mondrian Group LLC   April 2004 - Present
HBO  March 2002 - March 2004
HBO  March 2001 - February 2003
Bristol-Myers Squibb  1994 - 1995
Merrill Lynch   1993 - 1994

Skills
Sales Management, Sales Presentations, Sales Promotion, Marketing Strategy, Business Development, Small Business, Social Networking, Executive Management, Engineering, Satellite Systems..., Satellite TV, Budgets, Direct Sales, Management

Education
Hampton University   1989 — 1993
Bachelor of Arts (BA), Marketing

Bronx Science

Allyson Pritchett Allyson Pritchett Greater Los Angeles Area Details
Allyson Pritchett's Merrill Lynch Experience June 2005 - August 2005
Job Associate, Global Strategy & Business Development at Walt Disney Parks & Resorts
Industry Leisure, Travel & Tourism
Experience
The Walt Disney Company  July 2014 - Present
T. Rowe Price  May 2013 - August 2013
7-Eleven, Inc.   September 2011 - August 2012
Morningstar Foods, A Dean Foods Company   August 2009 - August 2011
McKinsey & Company  September 2007 - August 2009
Merrill Lynch & Co.   June 2006 - August 2006
Merrill Lynch   June 2005 - August 2005
Wachovia, A Wells Fargo Company  June 2004 - August 2004

Skills
Social Media Marketing, Pricing Strategy, Business Strategy, Marketing Strategy, Start-ups, Financial Analysis, Financial Modeling, Strategy, Due Diligence, Mergers & Acquisitions, Business Development, Market Analysis, Marketing

Education
Harvard Business School   2012 — 2014
Master of Business Administration (MBA), General Management

Harvard College   2003 — 2007
Bachelor of Arts, Applied Mathematics and Archaeology

Nina Sodhi Nina Sodhi New York, New York Details
Nina Sodhi's Merrill Lynch Experience September 2004 - March 2008
Job Founder, Managing Partner at Nackina LLC
Industry Computer Software
Experience
Nackina LLC   January 2014 - Present
Gallop Labs   October 2013 - Present
Guardly   April 2011 - Present
New York Daily News Innovation Lab   October 2013 - Present
Fon  May 2013 - January 2014
Blu Trumpet (acquired by Breaktime Studios)   December 2010 - May 2013
BumpTop (acquired by Google)   August 2009 - October 2010
Rusk  August 2008 - August 2009
Gamook, Inc.   March 2008 - August 2008
Merrill Lynch   September 2004 - March 2008

Education
Harvard Business School   2002 — 2004
MBA

University of Waterloo   1994 — 1999
BASc, Electrical Engineering

Anestis Diakopoulos Anestis Diakopoulos Providence, Rhode Island Area Details
Anestis Diakopoulos's Merrill Lynch Experience September 1997 - August 1999
Job Financial Professional
Industry Financial Services
Experience
The Prudential Insurance Company of America  September 2009 - Present
The Prudential Insurance Company of America  September 2009 - Present
Eastern Nazarene College  2005 - May 2015
Bridgewater State University  September 2011 - January 2012
The Patriot Ledger  November 1999 - April 2009
GateHouse Media New England  1999 - 2009
Merrill Lynch   September 1997 - August 1999
Providence Journal  1974 - 1997
Health Care Professional Magazine   1993 - 1996

Skills
Adobe Creative Suite, Web Design, Graphic Design, Photography, Art Direction, Photojournalism, Teaching, Creative Writing, Fine Art, Logo Design, Management, Mutual Funds, Photoshop, Annuities, Insurance, Wealth Management, Mutual Funds Management, History of Cinema, Carpentry, Journalism, Newspapers, Social Media, Editorial, Publications

Education
Syracuse University   1971 — 1974
M.A., Photo Communications

Hartwick College   1967 — 1971
B.A., Biology

The American College   2012 — 2014
IN PROGRESS--CFP, Financial Planning

New Horizons   2009 — 2009
Certificate, Web Design

Missouri Photo Workshops

Bobby Schmidt Bobby Schmidt New York, New York Details
Bobby Schmidt's Merrill Lynch Experience July 2004 - June 2006
Job Vice President at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group  August 2011 - Present
Welsh, Carson, Anderson & Stowe   July 2006 - June 2009
Merrill Lynch   July 2004 - June 2006

Skills
Private Equity, Due Diligence, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Investments, LBO, Mergers, Equities, Financial Analysis, Business Strategy, Asset Managment, Entrepreneurship, Start-ups, Alternative Investments

Education
Harvard Business School   2009 — 2011
Masters in Business Administration

University of Pennsylvania - The Wharton School   2000 — 2004
BSCE, Finance, Management

Emeka Oguh Emeka Oguh Philadelphia, Pennsylvania Details
Emeka Oguh's Merrill Lynch Experience January 2008 - June 2009
Job
Industry Internet
Experience
DataMinr  June 2011 - December 2013
Harvard Business School  August 2009 - July 2011
Merrill Lynch   January 2008 - June 2009
Merrill Lynch   February 2007 - January 2008
Merrill Lynch   July 2005 - February 2007
Rutgers University  2001 - 2005
Merrill Lynch, Global Network Services   June 2004 - August 2004
Schering Plough, Validation Department/Technical Operations   June 2003 - August 2003

Skills
Financial Modeling, Valuation, Analytics, Strategy, Due Diligence, Product Management, Business Strategy, Competitive Analysis, Equities, Financial Analysis, Entrepreneurship, Data Analysis, Cross-functional Team..., Project Management, Investments, Business Analysis

Education
Harvard Business School   2009 — 2011
MBA, General Management

Rutgers University-New Brunswick   2001 — 2005
BS, Electrical & Computer Engineering

Shaloo Savla Shaloo Savla Greater Boston Area Details
Shaloo Savla's Merrill Lynch Experience 2011 - 2011
Job Investment Professional at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  2013 - Present
Merrill Lynch   2011 - 2011
The Boston Consulting Group  2006 - 2009

Skills
Management Consulting, Investment Banking, Investment Advisory, Investment Management, International..., Private Equity, Financial Services, Entrepreneurship, Due Diligence, Finance, Non-profits, Strategy, Nonprofits, Financial Modeling, Mergers & Acquisitions, Bird Banding, Trucking Litigation, Natural Horsemanship, Quantitative Analytics, Valuation, Leadership, Analytics, Emerging Markets, Venture Capital, Analysis, Investments, Management, M&A experience, Financial Analysis, Capital Markets, Business Valuation, Hedge Funds, Corporate Finance, Equities, Economics, Fixed Income, Equity Research, Bloomberg, Alternative Investments, Portfolio Management

Education
Harvard Business School   2010 — 2013
MBA

Harvard University Kennedy School of Government   2010 — 2013
MPP

Ivey Business School at Western University   2001 — 2006
HBA with distinction

Western University   2001 — 2006
BHSc with distinction

Paul Landaiche Paul Landaiche New York, New York Details
Paul Landaiche's Merrill Lynch Experience August 2007 - July 2009
Job Director of RIA Growth at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners  January 2015 - Present
Elite Practice Management   December 2013 - December 2014
Merrill Lynch Wealth Management  July 2009 - April 2013
Merrill Lynch   August 2007 - July 2009
Merrill Lynch   February 2005 - August 2007
Merrill Lynch   January 1999 - August 2007
Merrill Lynch   July 2001 - February 2005
Willis Faber North America, Inc.   March 1997 - February 1998
E.W. Blanch Company   June 1995 - February 1997

Education
Hampden-Sydney College   1989 — 1994
Bachelor of Science (B.S.)

The Episcopal Academy   1985 — 1989
High School

Christopher Zito Christopher Zito Ballston Spa, New York Details
Christopher Zito's Merrill Lynch Experience August 2005 - April 2014
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  April 2014 - Present
Merrill Lynch   August 2005 - April 2014

Education
Hartwick College   1991 — 1995
Bachelor's degree, Business Administration and Management, General

Robert Brauns Robert Brauns Cambridge, Massachusetts Details
Robert Brauns's Merrill Lynch Experience 1978 - 1981
Job Founder & President at MergerNetwork
Industry Internet
Experience
MergerNetwork   April 1995 - Present
Brauns Online Media (formerly Marketplace Technologies)   1995 - Present
Brauns Consulting   1992 - 1995
Coopers & Lybrand  1990 - 1991
Experra Corporation   1984 - 1991
Lazard Freres & Co.   1981 - 1984
Merrill Lynch   1978 - 1981
Citibank  1973 - 1975

Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Mergers, Entrepreneurship, IPO, Investment Banking, Start-ups, Business Valuation, Corporate Development, Management, International Business, Business Development, Strategy, Joint Ventures, Project Finance, Private Placements, Strategic Planning, Strategic Consulting, Due Diligence, Private Equity, Strategic Partnerships, Business Planning, Business Strategy, Small Business, Investments, Angel Investing, Management Consulting, Software Development, SEO, New Business Development, Real Estate, Finance, Executive Management, E-commerce, M&A experience, Capital, Web 2.0, Funding, Emerging Markets, Databases, Restructuring, Investor Relations, Online Marketplaces

Education
Harvard University, John F. Kennedy School of Government   1977 — 1978
MPA, Public Administration

Harvard Business School   1974 — 1977
MBA, Finance

Harvard College   1968 — 1972
BA, English

Eric Carrington Eric Carrington New York, New York Details
Eric Carrington's Merrill Lynch Experience July 2000 - August 2002
Job Director of Operations at Insight Market Research
Industry Market Research
Experience
Insight Market Research   September 2010 - Present
ACNielsen  April 2006 - September 2010
SIS International Research  August 2004 - April 2006
Merrill Lynch   July 2000 - August 2002

Skills
Marketing, Market Research, Sales Management, Sales Operations, Management Consulting, Financial Analysis, Financial Services, Banking, Market Analysis, Marketing Research

Education
Harvard Business School   2002 — 2004
Master of Business Administration (M.B.A.), Marketing

Princeton University   1996 — 2000
Bachelor of Science, Chemistry

John Place John Place Greater New York City Area Details
John Place's Merrill Lynch Experience June 2011 - Present
Job Vice President Program Management at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch   June 2011 - Present
Standard & Poor's   November 2009 - June 2011
Capgent Inc   2007 - November 2009
Dow Jones Indexes  2004 - 2007
Thomson Financial  2001 - 2004
CoStar Group  2000 - 2002
Bloomberg  1987 - 2000

Skills
Market Data, Financial Markets, Equities, Reference Data, Product Management, Leadership, Change Management, Capital Markets, Electronic Trading, Fixed Income, Bloomberg, Cross-functional Team..., Derivatives, Program Management, Business Development, Process Improvement, Product Development, Trading Systems, Data Analysis, Hedge Funds, Financial Services, Team Building, Investment Banking, Asset Managment, Options, Portfolio Management, Securities, Risk Management, Financial Modeling, Financial Analysis, Business Analysis, Business Strategy, Trading, Finance, Bonds, FX Options, Corporate Actions, Valuation, Alternative Investments, Strategy, Prime Brokerage, Investments, Mutual Funds, Relationship Management, Structured Products, Enterprise Software, Equity Trading, Low Latency, Equity Derivatives, Credit Derivatives

Education
Harvard University   2002 — 2004
Executive Management

Hartwick College   1980 — 1984
B.A., Political Science/Business

Shawna (Williams) Frazier Shawna (Williams) Frazier Washington D.C. Metro Area Details
Shawna (Williams) Frazier's Merrill Lynch Experience January 1997 - January 1999
Job Chief Operating Officer at Profit Investment Management
Industry Financial Services
Experience
Profit Investment Management  March 2014 - Present
Profit Investments   February 2011 - March 2014
Oppenheimer & Co.   May 2003 - September 2011
Goldman Sachs  January 2001 - January 2003
Morgan Stanley  June 2000 - August 2000
Merrill Lynch   January 1997 - January 1999

Education
The Wharton School, University of Pennsylvania
Master of Business Administration (MBA)

Hampton University
Bachelor of Science, Marketing

Seth Canetto Seth Canetto Baltimore, Maryland Details
Seth Canetto's Merrill Lynch Experience 2010 - 2010
Job Associate Analyst at KBW
Industry Capital Markets
Experience
KBW  June 2013 - Present
Stifel Nicolaus  August 2011 - May 2013
TEKsystems  August 2011 - August 2011
Hartwick College  September 2007 - August 2011
Merrill Lynch   2010 - 2010
Hayes Office Prodcuts   September 2009 - December 2009
Mohawk Fine Papers  2008 - 2008

Skills
Fundraising, Facebook, Microsoft Office, Microsoft Excel, Public Speaking, Event Planning, PowerPoint, SPSS, Research, Marketing, Financial Modeling, Data Analysis

Education
Hartwick College   2007 — 2011
BS, Business Administration

Ana Giuglea Ana Giuglea Boston, Massachusetts Details
Ana Giuglea's Merrill Lynch Experience September 2005 - December 2005
Job Consultant at Investor Group Services (IGS)
Industry Venture Capital & Private Equity
Experience
Investor Group Services (IGS)   August 2013 - Present
Innova Capital   2012 - 2012
Madison Advisors   January 2009 - May 2011
Morgan Stanley  July 2008 - December 2008
Morgan Stanley  June 2007 - August 2007
Merrill Lynch   September 2005 - December 2005

Education
Harvard Business School   2011 — 2013
MBA

Vassar College   2004 — 2008
B.A., Economics, Mathematics

London School of Economics and Political Science   2006 — 2007
General Course, Economics

Colegiul National de Informatica "Tudor Vianu"   2000 — 2004

Effie Epstein Effie Epstein New York, New York Details
Effie Epstein's Merrill Lynch Experience June 2005 - June 2007
Job Vice President at Clear Channel Communications
Industry Entertainment
Experience
iHeartMedia, Inc. (FKA Clear Channel Communications)   October 2013 - Present
CLEAR (by Alclear, LLC)   January 2011 - August 2013
NYSE Euronext  July 2007 - August 2009
Merrill Lynch   June 2005 - June 2007

Skills
Negotiation, Financial Modeling, Financial Analysis, Corporate Development, Mergers & Acquisitions, Strategic Planning, Valuation, Private Equity, Strategy, Start-ups, Investment Banking, Due Diligence, Mergers, Business Strategy, Entrepreneurship, Competitive Analysis, Venture Capital, Corporate Finance, Business Development, Strategic Partnerships, Strategic Consulting, Market Research, Analytics, Product Management, Management Consulting, Hedge Funds

Education
Harvard Business School
MBA

The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance

Barry Rudolph Barry Rudolph San Francisco Bay Area Details
Barry Rudolph's Merrill Lynch Experience 1993 - 1996
Job Executive Chairman at Hattrick Sports Group Limited
Industry Venture Capital & Private Equity
Experience
Hattrick Sports Group Limited   April 2010 - Present
The Presidio Group  March 2007 - Present
Texas Instruments, Chipcon, Figure 8   September 2002 - December 2006
Widcomm (acquired by Broadcom Corp)   June 2000 - September 2002
Chase Capital Partners  1996 - 1998
Merrill Lynch   1993 - 1996

Skills
Private Equity, Investment Banking, Investments, Equities, Telecommunications, Mergers, Technology, Software, Embedded Software, Sports Betting, Gaming Industry, Factoring, Managed Print Services, Asset Backed Lending, LBO, Mobile Applications, Mobile Technology, Casino, Real Estate Private..., Accounting, CFOs, Growth Capital, Semiconductors, Radio Frequency..., Wireless Networking, Venture Capital, Start-ups, Mergers & Acquisitions, Finance, Emerging Markets, Capital Raising, Valuation, Buyouts, Capital, Alternative Investments, Due Diligence, Private Placements, Corporate Development

Education
Harvard Business School   1999 — 2000
MBA, Finance

Macalester College   1989 — 1993
BA, Economics

John Lockette John Lockette Greater Philadelphia Area Details
John Lockette's Merrill Lynch Experience February 1999 - August 2001
Job Vice President, Regional Training Officer
Industry Financial Services
Experience
Morgan Stanley Wealth Management  September 2013 - Present
Dive Center Marketing Consultants   April 2010 - Present
Morgan Stanley Smith Barney  April 2007 - September 2009
Smith Barney  September 2001 - April 2007
Merrill Lynch   February 1999 - August 2001

Education
Hampshire College
B.A., Economic History and Theory

Princeton Day School

Anastacio Teodoro, CFA Anastacio Teodoro, CFA Greater New York City Area Details
Anastacio Teodoro, CFA's Merrill Lynch Experience 2006 - 2008
Job Investment Analyst at Federated Investors
Industry Investment Management
Experience
Federated Investors  July 2011 - Present
Federated Investors  June 2009 - August 2009
Merrill Lynch   2006 - 2008
HSBC  2004 - 2006

Education
Harvard Business School   2008 — 2010
MBA, Business Administration and Management, General

The London School of Economics and Political Science (LSE)   2001 — 2003
BSc., Economics with Economic History

Middlebury College   1999 — 2001

Chidinma Asonye Chidinma Asonye Greater New York City Area Details
Chidinma Asonye's Merrill Lynch Experience 2004 - 2006
Job Omnichannel Director at The Estée Lauder Companies Inc.
Industry Consumer Goods
Experience
The Estée Lauder Companies Inc.   August 2015 - Present
The Boston Consulting Group  January 2013 - August 2015
Harvard Business School  September 2010 - May 2012
Target  June 2011 - August 2011
U.S. Department of the Treasury   June 2010 - August 2010
Prospect Partners, LLC  August 2008 - July 2010
American Capital  2006 - August 2008
Merrill Lynch   2004 - 2006

Skills
Financial Analysis, Financial Modeling, Valuation, Excel, Corporate Finance, Business Development, Private Equity, Microsoft Excel

Education
Harvard Business School   2010 — 2012
MBA

Washington University in St. Louis   2000 — 2004
BA, BSBA

Joseph M Jette Browne Joseph M Jette Browne Jacksonville, Florida Area Details
Joseph M Jette Browne's Merrill Lynch Experience November 1996 - February 2000
Job Senior Wealth Advisor at Summit Wealth Partners, Inc.
Industry Investment Management
Experience
Summit Wealth Partners, Inc.   2012 - Present
Summit Wealth Management, Inc.   April 2011 - Present
Eagle Wealth Management, Inc.   April 2005 - March 2011
UBS  February 2000 - March 2005
Merrill Lynch   November 1996 - February 2000

Skills
Wealth Management, Investment Advisory, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Investments, Strategic Financial..., Private Equity, Risk Management, Financial Analysis, Due Diligence

Education
Harvard Business School   1989 — 1989
AMP, Business Administration and Management, General

University of Geneva   1970 — 1972
License, International Studies

United States Naval Academy   1961 — 1965
BS, Math

Georgia Institute of Technology - Georgia Tech College of Management   1960 — 1961
Chemical Engineering

Bob Trinh Bob Trinh Orlando, Florida Details
Bob Trinh's Merrill Lynch Experience 1996 - 1998
Job Market Vice President at JSA Healthcare Corporation a DaVita HealthCare Partners Company
Industry Hospital & Health Care
Experience
JSA Healthcare Corporation a DaVita HealthCare Partners Company   November 2014 - Present
Physicians United Plan  April 2012 - June 2014
Physicians United Plan  June 2011 - April 2012
Physicians United Plan  October 2008 - June 2011
Revolution Health Group LLC   April 2006 - October 2008
WellCare Health Plans, Inc.   October 2005 - March 2006
WellCare Health Plans, Inc.   March 2003 - September 2005
Deloitte Consulting  June 2001 - August 2001
Tyco International  1998 - 2000
Merrill Lynch   1996 - 1998

Skills
Process Improvement, Strategic Planning, Healthcare, Insurance, Team Building, Budget, Financial Analysis, Change Management, Managed Care, Contract Negotiation, Data Analysis, Budgets, Project Management, Strategy, Marketing, Analysis, Cross-functional Team..., Management, Medicare, Leadership, Business Analysis, HIPAA, Medicaid, Accounting, Management Consulting, Training, Health Insurance, Program Management, Mergers, Healthcare Management, Finance, Financial Modeling, Healthcare Information..., Vendor Management, Start-ups, Forecasting, Business Strategy, Operations Management, Business Process..., Customer Service, Strategic Financial..., Vendor Relationship...

Education
Harvard Business School   2000 — 2002
MBA, General Management

University of South Florida   1992 — 1996
BA, Finance and Accounting

Adam Barker Adam Barker Boston, Massachusetts Details
Adam Barker's Merrill Lynch Experience 2009 - 2010
Job CoFounder at New Forest
Industry Venture Capital & Private Equity
Experience
New Forest   April 2014 - Present
Bridgewater Associates  2013 - 2013
Barclays Capital  2012 - 2012
Vermilion Partners  2010 - 2012
Merrill Lynch   2009 - 2010
Merrill Lynch   2008 - 2008
BNY Mellon  2007 - 2007
LehmanBrown International   2006 - 2006
BizShanghai Magazine   2005 - 2005
House of Commons  2005 - 2005

Education
Harvard Business School   2012 — 2014
Master of Business Administration (M.B.A.) with Distinction

University of Oxford   2006 — 2009
BA Hons (First Class), Philosophy, Politics, Economics

The London School of Economics and Political Science (LSE)   2007 — 2007
Finance & Derivatives

Kate Pickett Kate Pickett Greater New York City Area Details
Kate Pickett's Merrill Lynch Experience September 1997 - August 1999
Job Owner, Pickett's Press
Industry Retail
Experience
Pickett's Press  January 2005 - Present
Donaldson, Lufkin & Jenrette   January 1999 - August 2001
Merrill Lynch   September 1997 - August 1999

Skills
Private Equity, Investment Banking, Corporate Development, Corporate Finance, Due Diligence, Graphic Design, Illustration, Production, General Operations, Finance, Stationery, Entrepreneurship, Management, Start-ups, Marketing Strategy

Education
Harvard Business School   2001 — 2003
MBA, Business

Harvard Business School   2001 — 2003
MBA, Business Administration and Management, General

Harvard College   1993 — 1997
BA, Art History

Phillips Exeter Academy   1991 — 1993
High School, Classics

Roseanna DeMaria Roseanna DeMaria Malibu, California Details
Roseanna DeMaria's Merrill Lynch Experience January 2002 - February 2004
Job Transformational Thinker Building High Performance Leaders In Business & Education
Industry Management Consulting
Experience
DeMaria Group   February 2004 - Present
NYU SPS, Leadership & Human Capital Management Department   May 2006 - Present
Merrill Lynch   January 2002 - February 2004
AT&T Wireless Services, Inc.   September 1994 - January 2001
NY County District Attorney's Office  1988 - 1994
Nassau County District Attorney's Office  August 1981 - December 1988

Skills
Corporate Social..., Leadership Development, Global Talent Management, Chief Learning Officer, Executive Coaching, Executive Development, Diversity & Inclusion, Women's Leadership, Operational Excellence, Organizational..., Organizational Behavior, Organizational Design, Performance Management, Team Leadership, Cross-functional Team..., Strategic Thinking, Talent Onboarding, Enterprise Risk..., Distance Learning, Participant Centered..., Customer Service, Communication Skills, Executive Presentation..., Trial Practice, Learning Management, Coaching, Organizational..., Action Learning, Project Management, Teaching, Leadership, Strategic Planning, Consulting, E-Learning, Instructional Design, Skilled Labor, Talent Management, Onboarding, Management, Employee Engagement, Change Management, Strategy, Entrepreneurship, Human Resources, Business Strategy, Program Management, Personnel Management, Executive Management, Start-ups, Career Development

Education
eCornell   2002 — 2002
Executive Education, Human Resources Studies Certificate

Harvard Business School   1998 — 1998
Executive Education, The General Manager Program. TGMP 3

Hofstra University School of Law   1978 — 1981
J.D., May 1981

Hofstra University   1974 — 1978
MA, May 1978, American Literature

Hofstra University   1974 — 1977
BA, December 1977, American Literature

Camille Bridges Camille Bridges Boston, Massachusetts Details
Camille Bridges's Merrill Lynch Experience June 2007 - August 2007
Job MBA Candidate at Harvard Business School
Industry Marketing and Advertising
Experience
NYC Department of Education, Office of School Support   December 2012 - April 2013
NYC Department of Education, Office of School Support   November 2011 - December 2012
The Parthenon Group  January 2009 - November 2011
Merrill Lynch   June 2007 - August 2007
Customer Strategy Consulting, Inc.   January 2006 - May 2006

Education
Harvard Business School   2013 — 2015
MBA Candidate, General Management

Princeton University   2005 — 2009
Bachelor of Arts (B.A.), Woodrow Wilson School of Public and International Affairs

Laura Gonzalez Florez Laura Gonzalez Florez Boston, Massachusetts Details
Laura Gonzalez Florez's Merrill Lynch Experience December 2009 - August 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Amazon  June 2014 - August 2014
TPG Capital  September 2011 - August 2013
Merrill Lynch   December 2009 - August 2011
The Boston Consulting Group  March 2008 - December 2009

Skills
Business Strategy, Business Development, Retail, Technology, Entrepreneurship, Start-ups, Venture Capital, Private Equity, Valuation, Financial Modeling, Due Diligence, LBO, Corporate Development, Mergers & Acquisitions, Financial Analysis, Management Consulting, Investment Banking, Corporate Finance

Education
Harvard Business School   2013 — 2015
Master of Business Administration (MBA)

Universidad Pontificia Comillas   2002 — 2008
E-3, Law and Business Administration (Finance)

University of Pennsylvania - The Wharton School   2007 — 2007
Finance

Adam Mayer Adam Mayer Greater New York City Area Details
Adam Mayer's Merrill Lynch Experience 1997 - 1999
Job VP, Strategy and New Business Development at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable  November 2006 - Present
Scientific Atlanta, A Cisco Company  2004 - 2006
Zagat Survey  2000 - 2002
Merrill Lynch   1997 - 1999

Skills
Strategy, Business Development, New Business Development, Marketing, Strategic Partnerships, Telecommunications, Product Management, Wireless, Product Marketing, Start-ups, Cross-functional Team..., Competitive Analysis, Business Strategy, Mergers & Acquisitions, Broadband, Go-to-market Strategy, Solution Selling, Marketing Strategy, Corporate Development, Management, Leadership, Strategic Planning

Education
Harvard Business School   2002 — 2004
MBA

Yale University   1993 — 1997
BA, Economics and International Studies

Laura Wood Lacey Laura Wood Lacey Portland, Oregon Area Details
Laura Wood Lacey's Merrill Lynch Experience February 2000 - August 2001
Job Real Estate Broker, The OWENS.LACEY Team at The Agency, Inc.
Industry Real Estate
Experience
The Agency, Inc.   January 2014 - Present
Realty Trust Group  March 2009 - January 2014
Home  March 2006 - March 2013
Tom Stringer Inc.   February 2004 - December 2005
Leslie Jones & Associates   October 2001 - December 2003
Dirk Dension Architects   October 2001 - December 2003
Merrill Lynch   February 2000 - August 2001

Skills
Residential Homes, Home Staging, Condos, First Time Home Buyers, Single Family Homes, Sellers, Short Sales, Buyer Representation, Investment Properties, Relocation, Foreclosures, Referrals, Selling, Real Estate Staging, Townhomes, Floor Plans, Space-planning, New Home Sales, Interior Design, Real Estate

Education
Michigan State University   1986 — 1989
BA

Harrington College of Design
AAS, Interior Design

Jorge Roberts Jorge Roberts Houston, Texas Area Details
Jorge Roberts's Merrill Lynch Experience June 2006 - August 2006
Job Vice President at Sigma Infrastructure Partners
Industry Financial Services
Experience
Sigma Infrastructure Partners, LLC   February 2015 - Present
Airports Worldwide, Inc.   January 2014 - January 2015
ADC & HAS Airports Worldwide   March 2012 - December 2013
ADC & HAS Airports Worldwide   March 2010 - February 2012
ADC & HAS Airports Worldwide   August 2009 - March 2010
Bank of America Merrill Lynch  September 2007 - March 2009
Merrill Lynch   June 2006 - August 2006
Citigroup-Fixed Income Capital Markets   June 2005 - August 2005
Federal Trade Commission  August 2002 - May 2005
ASUW Associated Students of the University of Washington  June 2000 - June 2001

Skills
Due Diligence, Valuation, Financial Analysis, Leadership, Global Business..., Mergers & Acquisitions, Airports, Financial Modeling, Competitive Analysis, Business Strategy, Airport Management, New Business Development, Public Speaking, Management, Corporate Finance, Resourceful, Privatization, Building Relationships, Strategic Thinking, Deal Execution, Infrastructure, Highly Adaptable, Getting The Job Done, Cultural Sensitivity, Leading Meetings, Leading Projects, Partner Relationship..., Consortium Management, Presentation Preparation, Deal Sourcing, Corporate Development, M&A due diligence, Cross-border..., New Business..., Data Analysis, High Performance Teams, Able To Multi-task, Cross-cultural, Leading Cross..., Leading Cross Cultural..., Leading Groups, Managing High..., Written Presentations, Competitive Strategy, Identifying New..., Public-private..., Infrastructure Projects, Bid Process Management, Infrastructure Finance, Contract Negotiation

Education
Harvard Business School   2005 — 2007
Master of Business Administration (MBA)

University of Washington   1997 — 2002
Bachelor of Science (BSc), Economics

University of Washington, Michael G. Foster School of Business   1997 — 2002
Bachelor of Arts, Business Administration

Universidad Nacional Autónoma de México   1995 — 1996
Law

American School Foundation (ASF) - Mexico City   1984 — 1995
Diploma, High School, Middle School, Elementary

Harvard University Kennedy School of Government   2006 — 2006
Infrastructure

Massachusetts Institute of Technology   2007 — 2007
Marine Shipping

Carmen White Carmen White United States Details
Carmen White's Merrill Lynch Experience 2003 - 2003
Job Strategic Recruitment Manager, Neuroscience/CNS at The Janssen Pharmaceutical Companies of Johnson & Johnson
Industry Pharmaceuticals
Experience
The Janssen Pharmaceutical Companies of Johnson & Johnson  April 2015 - Present
PRA Health Sciences  August 2014 - Present
PRA Health Sciences  March 2012 - July 2014
3 Across Commuications   2008 - April 2012
JL Shapiro Associates  September 2009 - June 2011
Bristol-Myers Squibb  April 2009 - September 2009
The Hester Group   November 2006 - December 2008
The Hester Group   November 2004 - November 2006
The Hester Group   2003 - 2004
Merrill Lynch   2003 - 2003

Skills
Management, Marketing, Leadership, Social Media, Strategy, Strategic Planning, Pharmaceutical Industry, Community Outreach, Public Relations, Marketing Strategy, Cross-functional Team..., Marketing Communications, Account Management, Media Relations, Oncology, Healthcare, Patient Recruitment, Diversity Recruitment

Education
University of Phoenix   2004 — 2006
MBA

Hampton University   1996 — 1999
B.A.

Stanton   1990 — 1996

Rich Miranda Rich Miranda Greater New York City Area Details
Rich Miranda's Merrill Lynch Experience July 1998 - May 2009
Job Senior Vice President, CIMA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2009 - Present
Merrill Lynch   July 1998 - May 2009
National Semiconductor  1992 - 1996
Dun & Bradstreet  1988 - 1992

Education
University of Pennsylvania - The Wharton School   2007 — 2007
CIMA, Finance

Harvard Business School   1996 — 1998
MBA

Providence College   1983 — 1987
BS, Finance

Bergen Catholic High School   1979 — 1983

St. John's School Fairview, NJ

Kevin Stewart, CFA Kevin Stewart, CFA Greater New York City Area Details
Kevin Stewart, CFA's Merrill Lynch Experience 2004 - 2005
Job Creator of web platform and mobile app that delivers automated shortterm timing signals for traders and investors
Industry Financial Services
Experience
StocksfortheWeek.com   December 2008 - Present
Self Employed  2006 - 2009
Comerica  2005 - September 2006
Merrill Lynch   2004 - 2005
Rice Financial Products Company  2001 - 2003
Independent  1991 - 2000
Delaware Bay Company   1990 - 1991
Painewebber  1985 - 1990
Merrill Lynch   January 1980 - 1985
JP Morgan Chase  January 1979 - 1980

Skills
Fundamental Analysis, Industry & Company..., Pro Forma Financial..., Technical Analysis, Global Trend..., Entry/Exit Point..., Investment Analysis, Relative Value Analysis, Portfolio Strategies, Web Trading Applications, Mobile Trading..., Portfolio Management, Financial Modeling, Analysis, Equity Trading, Mobile Devices, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Investment Management, Asset Management, Trading, Due Diligence, Investment Strategies, Financial Risk, Corporate Finance, Venture Capital, Equities, Bonds, Alternative Investments, Capital Markets, Fixed Income, Emerging Markets, Financial Markets, Hedge Funds, Equity Research, Finance, Bloomberg

Education
CFA Institute   2006 — 2009
CFA

Harvard Business School   1977 — 1979
M.B.A., Finance

University of Pennsylvania - The Wharton School   1973 — 1977
B.S., Finance

Martha Notaras Martha Notaras Greater Los Angeles Area Details
Martha Notaras's Merrill Lynch Experience 1987 - 1991
Job Partner at XL Innovate
Industry Venture Capital & Private Equity
Experience
XL Innovate   June 2015 - Present
Optimal Capital Deployment, Inc. outsourced corporate development & strategy consulting   January 2010 - May 2015
DMG Information   March 1994 - January 2010
Time Inc  1991 - 1993
Merrill Lynch   1987 - 1991
Credit Suisse  1983 - 1985

Skills
Corporate Development, Mergers, Investments, Information Technology, Financial Services, Educational Technology, Due Diligence, Business Strategy, Venture Capital, Strategic Planning, Business Development, Start-ups, Private Equity, Entrepreneurship, M&A experience, Mergers & Acquisitions, Finance, IPO, Management Consulting, Executive Management, Portfolio Management, Strategic Consulting, Acquisitions, Strategic Partnerships, Angel Investing, Emerging Markets, Investor Relations, Acquisition Integration, Strategy, Management

Education
Harvard Business School   1985 — 1987
MBA

Princeton University   1978 — 1982
A.B., Comparative Literature

Phillips Academy Andover   1975 — 1978
High School

Cedric Callins, MBA Cedric Callins, MBA Dallas/Fort Worth Area Details
Cedric Callins, MBA's Merrill Lynch Experience 1992 - 1994
Job Owner & Director at Facelogic Spa
Industry Health, Wellness and Fitness
Experience
Facelogic Spa  June 2008 - Present
Johnson Products Company, Inc.   2010 - 2012
Altria/Philip Morris   2003 - 2009
AT&T  1998 - 2003
Motorola  1995 - 1997
Merrill Lynch   1992 - 1994

Skills
Financial Analysis, Financial Reporting, Competitive Analysis, Strategic Planning, Leadership, Internal Controls, Problem Solving, GAAP, Business Analysis, Organization &..., Analytical Skills, Compliance, Financial Modeling, Change Management, Project Planning, Forecasting, Budgets, Accounting, SAP, Process Improvement, CRM, Auditing, Management, Coaching, Finance, Cross-functional Team..., Executive Management, Analysis, Managerial Finance, Entrepreneurship, Business Strategy

Education
Hampton University   1992 — 1994
MBA, Finance

Berry College   1988 — 1991
B.S., Business Administration, Economics

Andrew Lindsay Andrew Lindsay San Francisco Bay Area Details
Andrew Lindsay's Merrill Lynch Experience 2001 - 2002
Job VP, Head of Corporate Development at Jawbone
Industry Consumer Electronics
Experience
Jawbone  2014 - Present
Jawbone  2011 - 2013
Crescamus   2009 - 2011
McKinsey & Company  2006 - 2008
Merrill Lynch   2001 - 2002

Education
Harvard Business School   2002 — 2006
MBA, Business

Harvard Law School   2002 — 2006
JD, Law

Howard University   1997 — 2001
BS, Biology

New York University
Adjunct Faculty, Corporate Finance

Crescent School

Crescent School

Rodney V. Dawson Rodney V. Dawson Greater New York City Area Details
Rodney V. Dawson's Merrill Lynch Experience March 1994 - February 1999
Job Deputy Manager Operations at IGATE Technologies, Inc.
Industry Financial Services
Experience
IGATE Technologies, Inc.   October 2013 - Present
Independent Consultant  March 2010 - October 2013
JPMorganChase  January 2005 - February 2010
Independent Consultant  August 2002 - December 2004
Alliance Capital Management Corporation   February 1999 - August 2002
Merrill Lynch   March 1994 - February 1999
Mellon Securities Transfer Services   August 1993 - March 1994
Salomon Brothers, Inc.   June 1993 - August 1993
National Association of Securities Dealers (NASD)   November 1983 - December 1992

Skills
Risk Management, Financial Services, Fixed Income, Management, Business Analysis, Finance, Securities, Analysis, Equities, Financial Risk, Bloomberg, CRM, Credit Risk, Banking, Process Improvement, Investment Banking, Portfolio Management, Training, Trading, Data Integrity, Market Risk, Program Management, Strategic Planning, Financial Analysis, Credit, Recruiting, Account Reconciliation, Customer Service, Internal Controls, Operational Support, Operations Management, Asset Management, Financial Markets, Research, Vendor Relationships, Back Office, Middle Office, Settlement, Asset Managment, Operations, Monitoring Source..., Exception Maintenance, Security Master..., Vendor Relationship, Compliance, Quality Assurance, Client Relationship, Trade Reporting, Clearing, Bonds

Education
Hampton University
B.S., Finance

Bergen Community College - School of Continuing Education

Teaneck Community Education Center

Kurt Kazmierczak Kurt Kazmierczak Valparaiso, Indiana Details
Kurt Kazmierczak's Merrill Lynch Experience October 2010 - October 2011
Job Independent Consultant at Carr & Associates, LLC
Industry Financial Services
Experience
Carr & Associates, LLC   May 2015 - Present
Sachs & Hess, PC   May 2014 - April 2015
COUNTRY ® Financial  December 2011 - June 2012
Merrill Lynch   October 2010 - October 2011
Edward Jones  September 2008 - October 2010

Skills
New Business Development, Insurance, Sales, Microsoft Office, Retirement Planning, Customer Service, Sales Presentations, Customer Satisfaction, Banking, Team Building, Finance, Legal Research, Legal Writing, Public Speaking, Research, Strategic Planning, Social Media

Education
Valparaiso University School of Law   2012 — 2015
Juris Doctor

Hanover College   1994 — 1997
Business

Bei Ling Bei Ling New York, New York Details
Bei Ling's Merrill Lynch Experience March 2000 - July 2008
Job Global Head of Compensation and Benefits at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2013 - Present
PNC Bank  April 2012 - March 2013
PNC Financial Services Group  October 2008 - April 2012
Merrill Lynch   March 2000 - July 2008
Bank of America Merrill Lynch  2000 - 2008

Skills
Financial Services, Wealth Management, Capital Markets, Mergers, Investments, Executive Pay, Private Equity, Asset Managment, Financial Modeling

Education
Harvard Business School   2011 — 2011
Strategy

University of Southern California - Marshall School of Business   1998 — 2000
MBA, Finance

Peking University   1988 — 1992
BA, Asian Studies

Nathan Cramer Nathan Cramer Jacksonville, Florida Area Details
Nathan Cramer's Merrill Lynch Experience July 2005 - November 2005
Job CoFounder, Manager at Remarc Solutions
Industry Computer Software
Experience
Remarc Solutions   January 2011 - Present
Palmer Hill   January 2009 - December 2011
EFI  August 2008 - January 2009
Pace Systems Group   November 2005 - August 2008
Merrill Lynch   July 2005 - November 2005
Gracor Fitness   November 2004 - April 2005
Cornell University  June 2000 - August 2004
Red Tettemer  June 2003 - April 2004

Skills
SQL, Salesforce.com, PostgreSQL, Process Improvement, Web Development, Management, E-commerce, User Experience, JavaScript, Web Applications, Java, Mobile Applications, Leadership, Analysis, MySQL, PHP, Databases, Project Management, Training, HTML, Linux, Business Intelligence, Visual Basic, Graphic Design, Quality Assurance, Networking

Education
University of North Florida - College of Business Administration   2006 — 2008
Business Administration

Hartwick College   1999 — 2003
BS, Information Science

Wendy Schmidt Wendy Schmidt Indianapolis, Indiana Area Details
Wendy Schmidt's Merrill Lynch Experience August 2002 - October 2006
Job Executive Assistant/Reg. Client Assoc. at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co.   November 2006 - Present
Biogen Idec  2001 - Present
Merrill Lynch   August 2002 - October 2006
Conseco  March 1996 - June 2002
Charles Schwab  February 1991 - March 1996
Kappa Alpha Theta Headquarters  January 1988 - February 1991

Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Alternative Investments, Fixed Annuities, Investments, Strategic Financial..., Asset Managment, Estate Planning, Portfolio Management, FINRA, Series 65, Equities, Series 24, Fixed Income, Investment Management, Financial Services, Retirement, Asset Management, 401k, Private Equity, Financial Planning, Uniform Combined State...

Education
Hanover College   1983 — 1987
Bachelor of Arts, Business/French

Hanover College   1983 — 1987
Bachelor of Arts, Business

Christian Guzman Christian Guzman Greater Boston Area Details
Christian Guzman's Merrill Lynch Experience 2009 - 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School  2014 - Present
Shamrock Capital Advisors  June 2015 - August 2015
ADIA  2011 - 2014
Merrill Lynch   2009 - 2011

Skills
Private Equity, Buyouts, Investments, Valuation, Venture Capital, Investment Management, LBO, Financial Analysis, Capital Markets

Education
Harvard Business School   2014 — 2016
Master of Business Administration (MBA)

University of Notre Dame   2005 — 2009
Bachelor of Business Administration (BBA), Finance

Liz Kind Liz Kind San Francisco Bay Area Details
Liz Kind's Merrill Lynch Experience 1989 - 1990
Job Senior Researcher at Harvard Business School
Industry Education Management
Experience
Harvard Business School  1999 - Present
HBSA/NC Community Partners   1996 - 1999
First Data Corporation (formerly Card Establishment Services)   1991 - 1995
Merrill Lynch   1989 - 1990
Duff & Phelps  1985 - 1988
A.G Becker Paribas, Inc.   1982 - 1984

Skills
Entrepreneurship, Strategy, Qualitative Research, Research, Venture Capital, Competitive Analysis, Fundraising, Market Research, Economics, Start-ups, Strategic Planning, Financial Modeling, Management Consulting

Education
Harvard Business School
MBA

Mount Holyoke College
Bachelor's Degree, Economics

Brian W. Beard Sr. Brian W. Beard Sr. Greater Philadelphia Area Details
Brian W. Beard Sr.'s Merrill Lynch Experience January 2006 - August 2008
Job Agency Owner /Financial Services
Industry Financial Services
Experience
Marlensa Group LLC   November 2009 - August 2012
Merrill Lynch   January 2006 - August 2008

Skills
Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Long-term Care, Small Business, Retirement

Education
Hampton University   1977 — 1981
Bachelor's degree, Merchandising/Marketing

Central High School

Racquel Oden Racquel Oden Greater New York City Area Details
Racquel Oden's Merrill Lynch Experience February 2010 - Present
Job Managing Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2010 - Present
UBS  2008 - 2010
UBS  2006 - 2008
UBS  2004 - 2006
UBS  2002 - 2004
UBS  1999 - 2002
Morgan Stanley  1997 - 1999

Skills
Investments, Series 7, Wealth Management, Securities, Sales, FINRA, Mergers & Acquisitions, Securities Regulation, Management, Finance, Derivatives, Marketing, Private Equity, Bloomberg, M, Wealth Management..., Financial Services, Strategic Planning

Education
Hampton University   1996 — 1998
Master of Business Administration (MBA)

James Madison University   1990 — 1994
Bachelor's degree, Political Science

Christopher Porter, MBA Christopher Porter, MBA Washington, District Of Columbia Details
Christopher Porter, MBA's Merrill Lynch Experience 2013 - 2014
Job Senior Consultant at Navigant
Industry Management Consulting
Experience
Navigant  November 2014 - Present
Merrill Lynch   2013 - 2014
Bank of America Home Loans  2010 - 2013
Bank of America Home Loans  2009 - 2010
Bank of America Home Loans  2008 - 2009
Delhaize Group  May 2007 - August 2007

Skills
Analysis, Training, Project Management, Business Analysis, Marketing, Mortgage Lending, Process Design, Strategic Planning, Business Process, Financial Risk, Banking, Financial Services, Risk Management, Credit, Finance, Underwriting, Financial Analysis, Leadership, Management

Education
Wake Forest University   2012 — 2014
Master of Business Administration (MBA), Finance

Hampton University   2004 — 2008
B.S., Marketing

Mount Tabor High School
Diploma

Amy Dolphin Amy Dolphin Greater Philadelphia Area Details
Amy Dolphin's Merrill Lynch Experience 2012 - 2012
Job Fiscal Monitoring Analyst at PA Department of Community and Economic Development
Industry Financial Services
Experience
PA Department of Community and Economic Development  February 2013 - Present
Merrill Lynch   2012 - 2012
Dolphin & Bradbury Inc.   May 1994 - January 2000

Skills
Series 7, Fixed Annuities, Securities, Finance, Portfolio Management, Financial Advisory, Estate Planning, Asset Management, Alternative Investments, Equities, Investment Strategies, Investment Advisory, Financial Services, Life Insurance, Fixed Income, FINRA, Uniform Combined State..., Insurance, Disability Insurance, Credit, Mortgage Lending, Options, Loans

Education
La Salle University   1991 — 1994
Bachelor of Science (BS), Finance, General

Harcum College   1989 — 1991
Associate's degree, Animal Sciences

Jane Fang Jane Fang San Francisco Bay Area Details
Jane Fang's Merrill Lynch Experience June 2008 - June 2010
Job MBA Candidate at Harvard Business School
Industry Online Media
Experience
Linio   May 2014 - August 2014
Union Square Hospitality Group  May 2013 - June 2013
National Football League  July 2010 - May 2013
Share Our Strength  2011 - 2013
Merrill Lynch   June 2008 - June 2010

Skills
Business Development, Start-ups, Entrepreneurship, Strategic Partnerships, Social Media, Mobile Internet, Strategy, E-commerce, International Business, Business Strategy, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Private Equity, Economics, Investment Banking, Management Consulting, Negotiation, Cross-functional Team..., Human Capital Management

Education
Harvard Business School
Master of Business Administration (MBA)

Harvard University
A.B.

Westwood High School

Diane Kresz Diane Kresz Margate City, New Jersey Details
Diane Kresz's Merrill Lynch Experience August 1984 - January 1990
Job Realtor at Berkshire Hathaway Fox & Roach
Industry Real Estate
Experience
Berkshire Hathaway Fox & Roach  2010 - Present
Marketplace Realty  January 1993 - October 2008
MERRILL LYNCH   August 1984 - January 1990

Skills
Single Family Homes, Seniors, Condos, New Home Sales, Relocation, Customer Service, Listings, Short Sales, Buyer Representation, First Time Home Buyers, Real Estate, Sellers, Foreclosures, Investment Properties

Education
Harcum College   1982 — 1984
Associate's degree, Business Administration and Management, General

Holy Spirit High School
high school diploma

Katelynn Passeri Katelynn Passeri Greater Chicago Area Details
Katelynn Passeri's Merrill Lynch Experience May 2011 - December 2011
Job Graduate Student
Industry Education Management
Experience
Crystal Lake School District 155   October 2014 - March 2015
Illinois Department of Transportation  June 2014 - December 2014
American Chartered Bank  October 2012 - April 2014
International Insurance Agency   November 2011 - November 2012
Merrill Lynch   May 2011 - December 2011
Menards  July 2008 - December 2011
American Holistic Nurses Association  June 2011 - June 2011
Kohls  August 2007 - February 2008
Buffalo Grove Animal Hospital   June 2007 - October 2007

Skills
Teamwork, Microsoft Office, Insurance, Inventory Management, PowerPoint, Outlook, Time Management, Retail, Finance, Social Skills, Spreadsheets, Customer Service, Critical Thinking, Administrative..., Microsoft Excel, Microsoft Word, Budgets, Accounting, Access, Supervisory Skills, Research, Event Planning, System Administration, Leadership, Software Documentation, Data Entry, Process Scheduler, Management, Fundraising, Public Speaking, Analytical Skills, Account Management, Operations Management, FIS, Home Equity Lines of..., Banking, Training

Education
Roosevelt University   2014 — 2016
Masters of Arts, Secondary Education and Teaching

Roosevelt University   2010 — 2011
Bachelors of Science, Business and Financial Management, 3.8

Harper College   2009 — 2010
Business and Interior Design

Loyola University of Chicago   2008 — 2008
General Education, Italian

Debbie Pham Debbie Pham New York, New York Details
Debbie Pham's Merrill Lynch Experience January 2007 - May 2007
Job Senior Associate at Verizon Product Innovation and New Businesses Unit
Industry Entertainment
Experience
Coller Capital  June 2014 - August 2014
YPlan  June 2013 - August 2013
Nomura  August 2010 - July 2013
Lazard  June 2009 - June 2010
Bank of America  June 2008 - August 2008
Citi  June 2007 - August 2007
Merrill Lynch   January 2007 - May 2007

Skills
Valuation, Investment Banking, Equity Research, Bloomberg, Financial Modeling, Matlab, Stata, Corporate Finance, Derivatives, Equity Derivatives, DCF, Emerging Markets, Capital Markets, Financial Analysis, Private Equity, Due Diligence, Equities, Data Analysis

Education
Harvard Business School   2013 — 2015

Yale University   2007 — 2009
Bachelor of Arts (B.A.), Economics & Mathematics, 3.92

Vassar College   2005 — 2007
Bachelor of Arts (B.A.), Economic and Mathematics

Jason Lorentzen Jason Lorentzen San Francisco, California Details
Jason Lorentzen's Merrill Lynch Experience July 2004 - June 2006
Job Design Lead at IDEO
Industry Design
Experience
Harvard Business School  September 2010 - May 2012
The Climate Corporation  May 2011 - July 2011
WRScompass  November 2008 - May 2010
Equity Group Investments  February 2008 - November 2008
Equity Group Investments  August 2006 - February 2008
Merrill Lynch   July 2004 - June 2006

Skills
Product Management, Cross-functional Team..., Product Innovation, Innovation Management, Market Analysis, Business Model..., Programming, Statistics, Strategy, Management Consulting, Program Management, Financial Modeling

Education
Harvard Business School   2010 — 2012
Master of Business Administration (M.B.A.)

Northwestern University   2000 — 2004
Bachelor of Science (B.S.)

Tereshia Harper, FPC Tereshia Harper, FPC Greater Atlanta Area Details
Tereshia Harper, FPC's Merrill Lynch Experience 1998 - 2000
Job Payroll Tax Analyst II at Ultimate Software Group
Industry Financial Services
Experience
Ultimate Software  December 2011 - Present
Ovation Payroll  August 2010 - December 2011
BB&T  March 2008 - February 2010
BB&T  December 2005 - March 2008
ADP  March 2003 - December 2005
Merrill Lynch   1998 - 2000

Skills
Payroll, Microsoft Excel, Employee Benefits, ADP Payroll, Management

Education
Hampton University   2000 — 2002
Business Mgmt

West Windsor-Plainsboro H.S.   1988 — 1990

Hightstown High School   1986 — 1988

Tracy Wadsworth, PMP Tracy Wadsworth, PMP Suwanee, Georgia Details
Tracy Wadsworth, PMP's Merrill Lynch Experience February 2004 - March 2007
Job Expert Contact Center Strategist ◘ PMP ◘ Business Solutions Alignment ◘ Cruising Addict ◘ Bold Positive Leadership
Industry Information Technology and Services
Experience
Carousel Industries  September 2011 - August 2012
Carousel Industries  April 2009 - September 2011
Alere  September 2007 - January 2009
Merrill Lynch   February 2004 - March 2007
INVESCO  January 2002 - February 2004
Motient  September 1995 - July 2002
LabCorp  April 1989 - June 1995
Tigon Corporation   July 1988 - April 1989

Skills
Project Management, Contact Center..., Strategic Consulting, Contact Center..., Contact Center..., Telecommunications, Data Center, Cloud Computing, Enterprise Software, Management, Vendor Management, Wireless, CRM, Networking, VoIP, Business Intelligence, Avaya, Telephony, Call Centers, Solution Architecture, Leadership, Business Development, Sales Engineering, Disaster Recovery, IT Management, Virtualization, Managed Services, Contact Centers, Contract Negotiation, Unified Communications, Team Leadership, Infrastructure, Avaya Technologies, Mergers & Acquisitions, Mergers, Contact Center Strategy, Contact Center Design, Business Solution...

Education
Harvard Business School   2005 — 2007
None

Control Data Institute   1986 — 1988
BS

Casa View, Robert Hill, Bryan Adams

Stefano Nardini, MBA Stefano Nardini, MBA Greater New York City Area Details
Stefano Nardini, MBA's Merrill Lynch Experience June 2014 - Present
Job Risk Assurance Associate PwC
Industry Financial Services
Experience
PwC  July 2015 - Present
Merrill Lynch   June 2014 - Present
Hampton University  January 2012 - Present
RIVERWALK LANDING YORKTOWN YATCH CLUB, YORKCOUNTY ADMINISTRATIVE OFFICE   July 2013 - September 2013
Loreto XI Jewelry   October 2012 - December 2012
MCM Comunicazione   June 2012 - July 2012

Skills
Microsoft Office, Research, Microsoft Word, Leadership, Teamwork, Public Speaking, PowerPoint, Microsoft Excel, Sports Management, Customer Service, Sports Marketing, Team Leadership, Financial Analysis, Public Relations, Financial Modeling, Strategic Planning, Flexibility, Market Research, Team leadership, Public speaking, Social Networking

Education
Hampton University   2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Hampton University   2012 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Summa Cum Laude

Politecnico di Milano   2009 — 2011
Management and production engineering, Engineering/Industrial Management, 2 years completed

Bryce Bradley Bryce Bradley Orlando, Florida Details
Bryce Bradley's Merrill Lynch Experience March 2014 - May 2014
Job Sales Associate, CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp.  August 2015 - Present
CNL Financial Group  May 2014 - August 2014
Merrill Lynch   March 2014 - May 2014

Education
Wofford College   2013 — 2015
Finance

Harding University   2011 — 2013

Aasim Javed, CFA Aasim Javed, CFA Greater New York City Area Details
Aasim Javed, CFA's Merrill Lynch Experience July 2006 - July 2008
Job Associate Director, Budget & Business Performance at H.J. Heinz Company
Industry Automotive
Experience
H.J. Heinz Company   September 2014 - Present
General Motors  April 2013 - September 2014
General Motors  December 2011 - February 2013
General Motors  May 2011 - February 2012
General Motors  August 2010 - May 2011
vSpring Capital  May 2009 - August 2009
Merrill Lynch   July 2006 - July 2008
ERNST & YOUNG LLP  May 2005 - July 2005
Citicorp  May 2003 - July 2003

Skills
Corporate Finance, Capital Markets, Valuation, Treasury, Mergers, Debt, Investment Banking, Equities, Financial Modeling, Financial Analysis, Due Diligence, Treasury Management, Finance, Hedging, Corporate Development, Cash Flow Forecasting, Capital Budgeting, Investments, Mergers & Acquisitions, Analysis

Education
Harvard Business School   2008 — 2010
MBA, GMAT 760

McGill University   2002 — 2006
BCOM, Finance and Accounting

CFA Institute
CFA Designation

karachi grammar school

Helen (Rui) Huang Helen (Rui) Huang Cambridge, Massachusetts Details
Helen (Rui) Huang's Merrill Lynch Experience August 2007 - June 2010
Job Summer Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan   June 2013 - August 2013
Summit Partners  July 2010 - May 2012
Merrill Lynch   August 2007 - June 2010
BlackRock  June 2006 - August 2006

Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Due Diligence, Financial Analysis, Investments, Equities, Hedge Funds, Bloomberg, Equity Research, US Equities, Emerging Markets, Asset Management, Investment Management, Portfolio Management, Trading, Alternative Investments, Risk Analytics, Deal Execution, Statistical Data..., Healthcare

Education
Harvard Business School   2012 — 2014

University of Virginia   2003 — 2007
McIntire School of Commerce

Czestochowa Tyes Czestochowa Tyes Greater New York City Area Details
Czestochowa Tyes's Merrill Lynch Experience September 2000 - December 2001
Job Assistant Manager, Global Production at Gap, Inc.
Industry Apparel & Fashion
Experience
Gap Inc./Gap   May 2012 - Present
Gap Inc./Gap   July 2011 - May 2012
McKinsey & Company  January 2009 - February 2010
McKinsey & Company  November 2003 - December 2008
Randstad Managed Services US  April 2002 - October 2003
Merrill Lynch   September 2000 - December 2001
Merrill Lynch   June 1999 - July 2000

Skills
Microsoft Office, Lotus Notes, Database Administration, Time Management, Microsoft Word

Education
Hampton University   1994 — 1999
BA, Sociology

Joseph Coyne Joseph Coyne Greater New York City Area Details
Joseph Coyne's Merrill Lynch Experience August 2007 - June 2009
Job Venture Capital Investor, Global Innovation Center at Samsung Electronics
Industry Venture Capital & Private Equity
Experience
Samsung Electronics  October 2013 - Present
Norwest Equity Partners  June 2012 - August 2012
Bain Capital Ventures  September 2009 - July 2011
Merrill Lynch   August 2007 - June 2009
University of Wisconsin-Madison  September 2006 - May 2007
Merrill Lynch   May 2006 - August 2006
SC Johnson  May 2005 - August 2005

Skills
Financial Modeling, Private Equity, Venture Capital, Investments, Valuation, Corporate Finance, Mergers & Acquisitions, Investment Banking, Financial Analysis, Due Diligence, Business Strategy, Analysis, LBO, Finance, Growth Investing, Corporate Development, M&A experience, Strategy

Education
Harvard Business School
MBA

Madison West High

Madison West High

University of Wisconsin-Madison
Bachelor of Business Administration, Finance, Investment & Banking; Real Estate

Steven Cohn Steven Cohn New York, New York Details
Steven Cohn's Merrill Lynch Experience August 1998 - June 2000
Job Founder, CEO at Validately
Industry Internet
Experience
Validately   January 2013 - Present
irrive.com (sold to TripAdvisor)   May 2011 - December 2012
Quantcast  November 2009 - May 2011
LivingSocial  April 2009 - October 2009
BuyYourFriendADrink.com   January 2007 - April 2009
IBM  July 2005 - January 2007
DoubleClick  July 2000 - June 2003
Merrill Lynch   August 1998 - June 2000

Skills
Online Advertising, Analytics, Strategic Partnerships, Business Development, Start-ups, Marketing, Digital Marketing, Social Media, Marketing Strategy, SEO, Entrepreneurship, New Business Development, Digital Media, E-commerce, Leadership, Digital Strategy, Lead Generation, Sales, Strategy, Product Management, Online Marketing, General Awesomeness, Awesomeness

Education
Harvard Business School   2003 — 2005
MBA, Business Administration and Management, General

The George Washington University   1994 — 1998
BBA, Business

Jamie Gresh Jamie Gresh Greater New York City Area Details
Jamie Gresh's Merrill Lynch Experience 2005 - 2008
Job Experienced Private Equity & Business Development Professional
Industry Hospital & Health Care
Experience
Hospital for Special Surgery  MBA StudentHarvard Business SchoolSeptember 2010 - May 2015
Pulse Equity Partners, LLC   2013 - 2013
LearnVest, Inc.   2011 - 2011
Sequa Corporation  2009 - 2010
The Carlyle Group  2008 - 2009
Merrill Lynch   2005 - 2008

Skills
Valuation, Portfolio Management, Business Development, LBO, Investment Banking, Corporate Finance, Financial Modeling, Private Equity, Due Diligence, Strategy, Financial Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investments, Business Strategy, Capital Markets, Corporate Development

Education
Harvard Business School
MBA

Penn State University
BS

Michael Adair Michael Adair Los Angeles, California Details
Michael Adair's Merrill Lynch Experience 2001 - 2002
Job SVP Corporate Development, Rubicon Project
Industry Internet
Experience
Rubicon Project  June 2013 - Present
Kazaana   March 2011 - December 2012
Glam Media  August 2008 - December 2009
Google  March 2004 - July 2008
Lehman Brothers  2003 - 2004
Merrill Lynch   2001 - 2002
Emerson  1996 - 1999
Eaton  1995 - 1996
Electric Boat  1994 - 1995

Skills
Digital Media, Affiliate Marketing, Online Advertising, Business Strategy, Finance, Analytics, Google Adwords, Monetization, Strategic Partnerships, Mobile Advertising, Ad Serving, Scalability, Display Advertising, SEM, Product Management, Social Media Marketing, New Media, Lead Generation, Start-ups, Marketing Strategy, Mobile Devices, Investment Banking, Corporate Development, Web Analytics, PPC, E-commerce, Online Marketing, Digital Strategy, Ad Networks, Product Marketing, Mobile Marketing, SaaS, Venture Capital, Google Analytics, Digital Marketing, Social Media, User Experience, SEO, Strategy, Mobile Applications, Entrepreneurship, Search Advertising, Web Marketing, Conversion Optimization

Education
Harvard Business School   1999 — 2001
MBA, Finance, Venture Capital, Entrepreneurship

United States Merchant Marine Academy   1990 — 1994
B.S., Marine Engineering Systems

Edward Bonnie Edward Bonnie Greater New York City Area Details
Edward Bonnie's Merrill Lynch Experience 1998 - 2001
Job President at EJB Security Consulting
Industry Security and Investigations
Experience
EJB Security Consulting, Inc.   March 2012 - Present
ASIS International  2012 - 2015
NYPD  July 2002 - April 2012
Salomon Smith Barney  2001 - 2002
Merrill Lynch   1998 - 2001
Merrill Lynch   1997 - 1998

Skills
Enforcement, Firearms, Private Investigations, Investigation, Interrogation, Fraud, Internal Investigations, Surveillance, Security, Tactics, Criminal Law, Police, Patrol, Crime Prevention, First Responder, Executive Protection, Corporate Security, Criminal Investigations, Security Operations, Personal Security, Workplace Violence, Personal Protection, Evidence, Dignitary Protection, Counterterrorism, Criminal Justice, Physical Security, Security Training, Protection, Homicide Investigations, Homeland Security, Counterintelligence, Background Checks, Public Safety, Asset Protection, Law Enforcement..., Security Management, Police Training, Close Protection, Counter Surveillance, Field Training, Crime Scene..., Law Enforcement

Education
Hartwick College   1992 — 1997
Business Management/Spanish

Matthew Stebner Matthew Stebner San Francisco, California Details
Matthew Stebner's Merrill Lynch Experience 1992 - 1994
Job Client Relations Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial  September 2015 - Present
BlackRock  April 2014 - March 2015
BlackRock  July 2013 - January 2015
BlackRock  June 2011 - June 2013
AllianceBernstein  June 2005 - May 2011
MetLife Financial Services  August 2001 - January 2004
Reliastar  1996 - 2001
Williams Thatcher & Rand   1995 - 1996
Merrill Lynch   1992 - 1994

Skills
401k, Series 63, Retirement Planning, Defined Contribution, CRM, Management, Sales, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Management, Wealth Management, Equities, Securities, Fixed Income, Financial Services, Retirement, Investment Advisory, Strategic Financial...

Education
Hartwick College   1987 — 1991
B.A., English

Chatham Township High School   1983 — 1987

Memphis University School   1981 — 1983

Khem Wright Khem Wright Newport News, Virginia Details
Khem Wright's Merrill Lynch Experience August 2012 - May 2013
Job Team Lead One Offs at BookKeeping Express
Industry Accounting
Experience
BookKeeping Express  January 2015 - Present
BookKeeping Express  May 2014 - December 2014
Convergys  August 2013 - December 2013
Merrill Lynch   August 2012 - May 2013
Poverty Resolutions   May 2010 - July 2010
Crowne Plaza Hampton Marina Hotel   March 2009 - August 2009
Vector Marketing  May 2004 - December 2004

Skills
Sales, Recruiting, PowerPoint, Non-profits, Leadership, Microsoft Office, Customer Service, Business Planning, Finance, Microsoft Excel, Financial Analysis, Time Management, Data Analysis, Marketing Strategy, Business Development, Team Leadership, Social Networking, Strategic Planning, Marketing, Nonprofits, Market Research, Public Speaking

Education
Penn State Smeal College of Business University   2009 — 2011
Master, Business Administration; Finance

Hampton University   2003 — 2008
Bachelor of Science, Accounting

Wooster School   1999 — 2003

Yu-Ann Wang Yu-Ann Wang San Francisco, California Details
Yu-Ann Wang's Merrill Lynch Experience May 2007 - August 2007
Job Business Development
Industry Internet
Experience
Google  July 2014 - Present
CommandIQ   July 2013 - August 2013
PT RUMA   March 2012 - August 2012
Coda Automotive Ltd   June 2010 - March 2012
McKinsey & Company  July 2008 - June 2010
Merrill Lynch   May 2007 - August 2007
Time Magazine  July 2006 - August 2006

Skills
Financial Modeling, Venture Capital, Management Consulting, Project Management, Data Analysis, Competitive Analysis, Forecasting, Marketing, Emerging Markets, Sales, Finance, Analysis, Market Research, Cross-functional Team..., Corporate Development, Start-ups

Education
Harvard Business School   2012 — 2014
Master of Business Administration (MBA)

Harvard University   2004 — 2008
A.B.

Tim Karman Tim Karman San Francisco Bay Area Details
Tim Karman's Merrill Lynch Experience 1998 - 1998
Job Global Head of Internet Investment Banking, RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  May 2002 - Present
Robertson Stephens  1999 - 2002
Merrill Lynch   1998 - 1998
Toyota Financial Services  1993 - 1997

Skills
IPO, Mergers, Private Equity, Debt, Leveraged Finance, Private Placements, Corporate Finance, Investment Banking, Corporate Development, Venture Capital, Valuation, Hedge Funds, Structured Finance, Mergers & Acquisitions, Emerging Markets, LBO, Project Finance, Competitive Analysis, Growth Capital, Investments, Finance, High Yield, Alternative Investments, Financial Structuring, Bloomberg, Capital Markets, Financial Modeling, Divestitures, Capital Raising, Restructuring, M&A experience, Due Diligence, Asset Management, Acquisitions, Equity Valuation, Securities, Equities, Business Valuation, Equity Research, Management, Fixed Income, Debt Restructuring, Derivatives, Portfolio Management, Investor Relations

Education
Harvard Business School   1997 — 1999
MBA, Business

University of California, Davis   1988 — 1992
Environmental Policy Analysis & Planning, Agricultural Economics

Santa Barbara High School

Santa Barbara High School

Gwen Campbell Gwen Campbell San Francisco Bay Area Details
Gwen Campbell's Merrill Lynch Experience August 2008 - Present
Job Managing Director at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   August 2008 - Present
UBS  January 2004 - August 2008
Goldman Sachs  1991 - 2004

Skills
Hedge Funds, Investments, Equities, Private Equity, Asset Allocation, Investment Strategies, Due Diligence, Wealth Management, Venture Capital, Mergers & Acquisitions, Mutual Funds, Options, Financial Advisory, Strategy, Risk Management, Investment Banking, Investment Management, Finance, Wealth Management..., Equity Derivatives, IPO, Alternative Investments, Entrepreneurship, Fixed Income, Estate Planning, Capital Markets, Securities, Asset Management, Financial Modeling, Portfolio Management, Start-ups, Valuation, Management, Executive Management, Series 7, New Business Development

Education
Harvard Business School   1996 — 1997
MBA

University of Pennsylvania   1987 — 1991
BS and BA Dual Degree

University of Pennsylvania - The Wharton School   1987 — 1991
BS and BA

Alberto Cairo Alberto Cairo Dallas/Fort Worth Area Details
Alberto Cairo's Merrill Lynch Experience August 1996 - January 2000
Job
Industry Financial Services
Experience
Alexan Capital LLC   May 2013 - September 2014
Peachtree Financial Solutions  February 2008 - April 2013
Ubiquity Software  June 2001 - February 2008
CapVest Limited   January 2000 - September 2001
Merrill Lynch   August 1996 - January 2000
Smith Barney  1992 - 1994

Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, Product Management, Telecommunications, Finance, Marketing, VoIP, Business Development, Strategic Planning, Business Strategy, Management, Strategy, Strategic Partnerships, Mergers, Leadership, Executive Management, Financial Services, Technology

Education
Harvard Business School   1994 — 1996
MBA

Johns Hopkins University   1987 — 1992
MSc, Electrical Engineering

AIS   1975 — 1987

LEONID ILYEVSKY LEONID ILYEVSKY Greater New York City Area Details
LEONID ILYEVSKY's Merrill Lynch Experience March 2005 - April 2009
Job Software Architect at Moon Capital Management
Industry Computer Software
Experience
Moon Capital Management  June 2010 - Present
Deutsche Bank  April 2009 - June 2010
Merrill Lynch   March 2005 - April 2009
JPMorgan Chase  March 2002 - March 2005
QWEST COMMUNICATIONS  2000 - 2002
Qwest Interactive  2000 - 2002
NSCC  June 1997 - February 2000
SIAC  1997 - 2000
NYNEX  1992 - 1997
ICM Electronic Banking Services   1991 - 1992

Skills
Trading Systems, Derivatives, Equities

Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina   1972 — 1982
PhD, Mathematics

Gordon Barr Gordon Barr Calgary, Canada Area Details
Gordon Barr's Merrill Lynch Experience June 2000 - April 2001
Job
Industry Oil & Energy
Experience
Capital Power Corporation  July 2009 - August 2013
EPCOR  July 2006 - June 2009
EPCOR  November 2005 - July 2006
Essent Energy Trading   February 2004 - June 2005
Essent Energy Trading   April 2001 - January 2004
Merrill Lynch   June 2000 - April 2001
ICG Propane  February 1999 - May 2000
Canadian Imperial Bank of Commerce (CIBC)   October 1998 - December 1999
Union Bank of Switzerland (Canada) - UBS   April 1996 - October 1998
Gulf Canada Resources Ltd  1988 - 1996

Skills
Natural Gas, Risk Management, Petroleum, Valuation, Power Generation, Commodity Markets, Energy Markets, Energy, Trading, Derivatives, Financial Risk, Portfolio Management, Executive Management, Trading Systems, ETRM, Management, Finance, Hedging, Management Consulting, Electricity Markets, Market Risk, Options, Financial Modeling, Commodity Risk..., Commodity

Education
Harvard Business School   2008 — 2008
AMP

CFA Institute   1996 — 2000
CFA - Chartered Financial Analyst, Finance

Society of Management Accountants of Alberta   1988 — 1990
CMA, Accounting

University of Saskatchewan   1983 — 1988
Bachelor of Commerce, Finance, Marketing

David Stith David Stith Greater New York City Area Details
David Stith's Merrill Lynch Experience July 2004 - January 2009
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch  May 2010 - Present
Cantor Fitzgerald  June 2009 - May 2010
Merrill Lynch   July 2004 - January 2009
Bear Stearns  March 1999 - July 2004
Banc of America Securities  March 1996 - March 1999
Merrill Lynch   August 1989 - March 1996

Skills
Capital Markets, Debt, Valuation, Mergers, Hedge Funds, Investments, Structured Finance, Fixed Income, Mergers & Acquisitions, LBO, Investment Banking, Management, Due Diligence, Corporate Finance, Banking, Finance, Restructuring, Equities, CRM, Capital Structure, Securities, Alternative Investments, Credit, Financial Risk, Private Equity, Financial Structuring, Portfolio Management, High Yield, Structured Products

Education
Harvard Business School   1987 — 1989
Master of Business Administration (MBA), finance

Hampton University   1976 — 1980
BS, Finance

Evan Harrel Evan Harrel Montauk, New York Details
Evan Harrel's Merrill Lynch Experience 1983 - 1985
Job Seeking social justice through education.
Industry Education Management
Experience
Bridgeway Capital Management  2006 - Present
Design Corps  January 2013 - Present
St. John's School   August 2009 - May 2013
Small Steps Nurturing Center  August 2004 - May 2012
Presbyterian Pan American School   1999 - 2006
Houston Habitat for Humanity  January 2004 - June 2004
AIM Investments  May 1998 - May 2003
Van Kampen Investments  1994 - 1998
Fayez Sarofim & Co.   1987 - 1994
Merrill Lynch   1983 - 1985

Skills
Asset Managment, Hedge Funds, Investments, Private Equity, Equities

Education
Harvard Business School   1985 — 1987
MBA, with distinction

Princeton University   1979 — 1983
A.B., cum laude, Economics

H.M. King High School   1975 — 1979
Diploma

Jesse Isola, CFA Jesse Isola, CFA New York, New York Details
Jesse Isola, CFA's Merrill Lynch Experience June 1998 - September 2001
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  April 2010 - Present
Deans Wealth Management and The Brand Union (A WPP Company)   March 2009 - April 2010
Neuberger Berman (formerly of Lehman Brothers)   September 2008 - February 2009
Lehman Brothers  August 2004 - February 2009
Merrill Lynch   June 1998 - September 2001

Skills
Hedge Funds, Portfolio Management, Investment Banking, Investments, Asset Management, Fixed Income, Mutual Funds

Education
CFA Institute   2005 — 2007
Chartered Financial Analyst

Harvard Business School   2002 — 2004
MBA

University of California, Los Angeles   1993 — 1998
Bachelor of Arts

Carolyn Harris, CAMS, PMP Carolyn Harris, CAMS, PMP Greater New York City Area Details
Carolyn Harris, CAMS, PMP's Merrill Lynch Experience November 2007 - June 2009
Job First Vice President Quality Assurance Officer at Nordea Bank Finland Plc NY Branch
Industry Financial Services
Experience
Nordea Bank Finland, Plc, NY Branch   April 2014 - Present
Nordea Bank Finland PLC - NY Branch   January 2010 - Present
Brintech Consulting   June 2009 - January 2010
Merrill Lynch   November 2007 - June 2009
Citibank  May 2006 - November 2007
DOHA BANK  2007 - 2007
JP Morgan Chase  July 2002 - April 2006

Skills
Banking, Financial Risk, AML, Financial Services, Project Management, Policy, Risk Assessment, Management, Auditing, Quality Assurance, Due Diligence, Leadership, Financial Analysis, Anti Money Laundering

Education
Hampton University   1973 — 1977
BS, Marketing

Anne Hyun Anne Hyun Greater New York City Area Details
Anne Hyun's Merrill Lynch Experience 2001 - 2002
Job Director at American Express
Industry Retail
Experience
American Express  December 2009 - Present
American Express  2007 - December 2009
Coach, Inc.   2005 - 2007
Gap, Inc  2002 - 2003
Merrill Lynch   2001 - 2002

Education
Harvard Business School
Master of Business Administration (M.B.A.)

Stanford University
Bachelor’s Degree

Dax Alexander Dax Alexander Greater New York City Area Details
Dax Alexander's Merrill Lynch Experience 1996 - 1997
Job Strategic Solutions Director at Tag Worldwide
Industry Marketing and Advertising
Experience
Tag Worldwide  July 2013 - Present
DIRECTV  December 2010 - July 2013
Express KCS   May 2009 - November 2010
Williams Lea  June 2006 - April 2009
Dax Marketing + Creative   2004 - 2006
Aquent  2003 - 2004
Independent Contractor  2002 - 2003
Lehman Brothers  1999 - 2002
Lehman Brothers  1993 - 1999
Merrill Lynch   1996 - 1997

Skills
Creative Direction, Graphic Design, Advertising, Art Direction, Marketing Communications, Copywriting, Social Media, Leadership, Mac, Direct Mail, Photography, Strategy, Multimedia, Marketing, Business Development, Copy Editing, Entrepreneurship, Packaging, Public Relations

Education
School of Visual Arts   2011 — 2013
Photography

Phase One Certification   2011 — 2011
Phase One Certified Professional, Photography

School of Visual Arts   2011 — 2011
Arts Abroad Program – Fashion Photography

University of Phoenix   2009 — 2010
Global Business Management

Harvard Business School
Executive Program - Business Perspectives for Creative Leaders (AIGA)

Virginia Polytechnic Institute and State University
Engineering and Philosophy

Aerobics and Fitness Association of America
Certification, Personal Trainer

Meka Asonye Meka Asonye San Francisco Bay Area Details
Meka Asonye's Merrill Lynch Experience June 2005 - August 2005
Job Case Team Leader at Bain & Company
Industry Management Consulting
Experience
Bain & Company  July 2013 - Present
Cleveland Indians  June 2007 - June 2011
Merrill Lynch   June 2005 - August 2005

Skills
Financial Modeling, Financial Analysis, Strategy, Valuation, Competitive Analysis, Private Equity, Data Analysis, Business Strategy, Entrepreneurship, Management Consulting, Economics, Market Research, Analytics, Due Diligence

Education
Harvard Business School   2011 — 2013
MBA

Princeton University
BA, Cum Laude, Economics, Finance

Anthony Muljadi Anthony Muljadi Greater New York City Area Details
Anthony Muljadi's Merrill Lynch Experience January 2014 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2014 - Present
L.E.K. Consulting   September 2012 - January 2014
iCarros   June 2012 - August 2012
Lincoln Center for the Performing Arts  June 2011 - August 2011
BRAC  July 2010 - August 2010
PwC Consulting  July 2007 - July 2010

Skills
Management Consulting, Financial Analysis, Business Strategy, Corporate Development, Strategy, Turnaround Experience, Financial Advisory, International Work, Performance Improvement, Risk Management, Management, Analysis, Business Development, Finance, Strategic Partnerships, Competitive Analysis, Program Management, Acquisition Integration, Restructuring, Mergers & Acquisitions

Education
Harvard Business School   2010 — 2012
MBA

University of Colorado at Boulder   2003 — 2007
BS in Business Administration, Accounting and Finance

Nicole Eversley Nicole Eversley Phoenix, Arizona Area Details
Nicole Eversley's Merrill Lynch Experience April 1997 - July 2000
Job Relationship Manager at WageWorks
Industry Pharmaceuticals
Experience
WageWorks  December 2014 - Present
WageWorks  September 2013 - December 2014
CVS Caremark Corporation  September 2012 - September 2013
Best Western International  February 2012 - August 2012
Park Street Condo Association   April 2001 - June 2010
Coach  September 2002 - August 2009
Tiffany & Co.   July 2000 - September 2002
Merrill Lynch   April 1997 - July 2000
Gap Inc.  June 1996 - August 1999

Skills
SAP, Team Leadership, Microsoft Office, CRM, Change Management, Essbase, Supplier Negotiation, Process Simulation, Strategic Planning, Budgets, Retail, Sourcing, Forecasting, Training, Management, Analysis, Program Management, Project Planning, Leadership, Sales

Education
Hampton University   1992 — 1996
B.S., Business Management

Chris Wasinger Chris Wasinger Houston, Texas Area Details
Chris Wasinger's Merrill Lynch Experience 2003 - January 2010
Job Trade Control at BP
Industry Financial Services
Experience
BP  February 2010 - Present
Consultant  December 2009 - May 2010
Merrill Lynch   2003 - January 2010
PacifiCorp  2003 - 2005
Koch Industries  1998 - 2003

Education
Harding University   1993 — 1997
BBA, Accounting

Suellen Bizub Hartigan Suellen Bizub Hartigan Greater New York City Area Details
Suellen Bizub Hartigan's Merrill Lynch Experience June 1999 - Present
Job Municipal Sales at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 1999 - Present
Polo Ralph Lauren  June 1993 - April 1999

Education
Hartwick College   1989 — 1993
BA, English

Montclair Kimberley Academy

Aaron Vagelatos Aaron Vagelatos Greater Chicago Area Details
Aaron Vagelatos's Merrill Lynch Experience September 2003 - November 2009
Job Chief Regional Credit Officer at Bank Leumi
Industry Banking
Experience
Bank Leumi USA  July 2014 - Present
Bank Leumi USA  March 2011 - July 2014
Integra Bank  November 2009 - March 2011
Merrill Lynch   September 2003 - November 2009
Bank One  2002 - 2003
Civitas Bank   1998 - 2000
Mercantile National Bank of Indiana  1997 - 1998

Skills
Loans, Credit, Credit Analysis, Commercial Lending, Banking, Portfolio Management, Small Business Lending, Finance, Cash Management, Underwriting

Education
Hanover College   1993 — 1997
BS, Business Admin/Econ

Jacqueline Reid Jacqueline Reid Greater New York City Area Details
Jacqueline Reid's Merrill Lynch Experience June 2005 - August 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs & Company  January 2007 - Present
Goldman Sachs  August 2006 - January 2007
Merrill Lynch   June 2005 - August 2006
Merrill Lynch   June 2004 - June 2005
Merrill Lynch   April 1998 - June 2004
Merrill Lynch   April 1997 - April 1998
Merrill Lynch   December 1995 - April 1997

Skills
Account Reconciliation, Banking, CRM, Capital Markets

Education
Hampton University   1988 — 1992

Hampton University
B.S, Business Management

Jonathan C. Stokes Jonathan C. Stokes Houston, Texas Details
Jonathan C. Stokes's Merrill Lynch Experience March 2012 - Present
Job Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 2012 - Present
Kipling Jones & Co.   May 2011 - March 2012
Perkins+Will  February 2004 - April 2011

Skills
Series 7, Series 63, Series 66, Registered Architect, LEED AP

Education
Tulane University - A.B. Freeman School of Business
MBA, Finance

Hampton University
Bach. of Architecture, Architecture

Wendy L. Schmidt Wendy L. Schmidt Indianapolis, Indiana Area Details
Wendy L. Schmidt's Merrill Lynch Experience 2002 - 2006
Job Exec Ass't/Reg Client Assoc at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co.   October 2006 - Present
Merrill Lynch   2002 - 2006
Conseco, Inc  1997 - 2002
Charles Schwab  1992 - 1997

Skills
Series 7, Mutual Funds, Investments, Wealth Management, Securities, Retirement Planning, Alternative Investments, Series 63, Retirement, Customer Service, Event Planning, Equities

Education
Hanover College   1983 — 1987

Alan Li Alan Li Greater New York City Area Details
Alan Li's Merrill Lynch Experience January 2002 - November 2009
Job Senior Core Java Developer, Margin Risk project in Core Java / Spring
Industry Banking
Experience
Credit Suisse  December 2014 - Present
Bank of America  July 2013 - November 2014
Barclays Capital  May 2011 - April 2012
CitiGroup  December 2009 - April 2011
Merrill Lynch   January 2002 - November 2009
Deutsche Bank  April 2000 - December 2001
AT&T Bell Labs  June 1998 - December 1999

Skills
Weblogic, Spring, Hibernate, Struts, Java Enterprise Edition, Tomcat, Swing, Design Patterns, Core Java, AJAX, Sybase, JMS, Websphere, EJB, Ant

Education
University of Regina   1996 — 1998
Master of Computer Science, Computer Science, superior

Harbin Engineering University   1985 — 1998
Master's degree, Engineering, superior

Shanghai Jiao Tong University   1981 — 1985
Bachelor's degree, Engineering, superior

Amy Butte Amy Butte Greater New York City Area Details
Amy Butte's Merrill Lynch Experience 1996 - 1999
Job Independent Trustee, Fidelity Investments Strategic Advisers Funds
Industry Financial Services
Experience
Wall Street Week  April 2015 - Present
Fidelity Investments Strategic Advisers Funds   September 2011 - Present
Accion International  September 2008 - September 2014
Women's Forum of New York   September 2010 - January 2014
TILE Financial  September 2008 - January 2012
MF Global  2006 - 2008
NYSE  2004 - 2006
Credit Suisse First Boston  2002 - 2003
Bear Stearns  1999 - 2002
Merrill Lynch   1996 - 1999

Skills
Wealth Management, Hedge Funds, Equities, Mergers, IPOs, Research, Start-ups, Board Level, Finance, Strategy, Private Equity, Trading, Mergers & Acquisitions, Investments, IPO, Business Strategy, Strategic Partnerships, Financial Services, Electronic Trading, Entrepreneurship, Financial Markets, Alternative Investments, Capital Markets, Asset Management, Emerging Markets

Education
Harvard Business School   1995 — 1997
MBA

Yale University   1986 — 1990
BA, Political Science, Psychology

Darren Jackson Darren Jackson Greater Los Angeles Area Details
Darren Jackson's Merrill Lynch Experience September 2003 - June 2006
Job Partner at Bain & Company
Industry Management Consulting
Experience
Bain & Company  June 2006 - Present
Merrill Lynch   September 2003 - June 2006
Boeing  July 1998 - August 2001

Education
Harvard Business School
M.B.A, Business

University of Southern California
B.S., Finance and Business Communications

Joanne Shanaman Joanne Shanaman Greater Philadelphia Area Details
Joanne Shanaman's Merrill Lynch Experience March 2006 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2006 - Present

Education
Harcum College   1981 — 1983

Owen J. Roberts High School

Obie Lawrence Obie Lawrence Albany, New York Details
Obie Lawrence's Merrill Lynch Experience May 2010 - August 2010
Job Experienced Financial and Compliance Professional
Industry Financial Services
Experience
Lindquist LLP  March 2013 - November 2013
Financial Industry Regulatory Authority  January 2011 - January 2013
Merrill Lynch   May 2010 - August 2010
Uncommon Grounds  June 2008 - January 2010
Giva Inc   June 2008 - October 2008
Camp Hebron  June 2005 - August 2005

Skills
PowerPoint, Microsoft Excel, Bloomberg, Market Research, Mutual Funds, Microsoft Office, Capital Markets, Microsoft Word, Investments, Leadership, Research, Due Diligence, Risk Management, Management, Program Management

Education
State University of New York at Albany   2007 — 2010
Bachelors, Financial Market Regulation

Hartwick College   2005 — 2006
undeclared, Liberal Arts

Shawna Frazier Shawna Frazier United States Details
Shawna Frazier's Merrill Lynch Experience 1994 - 1999
Job Executive Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.   May 2003 - Present
Goldman Sachs  2001 - 2003
Merrill Lynch   1994 - 1999

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA

Hampton University   1990 — 1994
B.S., Marketing

Jason Thurman Jason Thurman San Francisco, California Details
Jason Thurman's Merrill Lynch Experience July 2011 - December 2011
Job Financial Services Representative at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company  February 2012 - Present
Merrill Lynch   July 2011 - December 2011
Bank of America  July 2010 - July 2011

Skills
Retirement Planning, Retirement, Fixed Annuities, Insurance, Long-term Care, Series 63, Securities, Mutual Funds, Investments, Financial Services, Wealth Management, Asset Allocation, Strategic Financial..., 401k

Education
Hampton University
Bachelors of Science, Economics

Isaac Thompson Isaac Thompson Greater Chicago Area Details
Isaac Thompson's Merrill Lynch Experience May 1997 - September 1997
Job Technical Assistant/Advisor at Social Security Administration
Industry Government Administration
Experience
Social Security Administration  December 2011 - Present
Scudder Zurich Kemper   June 2000 - June 2001
Chicago Housing Authority  January 1999 - June 2000
Seaway National Bank  July 1998 - January 1999
Merrill Lynch   May 1997 - September 1997

Skills
Accounting, Problem Solving, Customer Service, Customer Relations, Event Management, Phone Pro Instructor, Finance/Banking, Clarinet/Saxophone..., Vast Knowledge on..., Hobby..., 2 years in..., Knowledge of...

Education
Hampton University   1993 — 1998
Finance, Finance

Chicago All City Band   1989 — 1993
Clarinet

Whitney Young Magnet Highschool   1989 — 1993
9th thru 12th

Merit Music Program   1988 — 1993
Clarinet/ Music Theory

Lauren Hauck Lauren Hauck New York, New York Details
Lauren Hauck's Merrill Lynch Experience June 2008 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2008 - Present

Education
Hartwick College   2004 — 2008
Bachelor, Business Administration

Staples High School

Ahram Woo Ahram Woo Greater New York City Area Details
Ahram Woo's Merrill Lynch Experience January 2008 - June 2008
Job
Industry Research
Experience
POSCO  March 2009 - April 2010
Merrill Lynch   January 2008 - June 2008

Education
Stony Brook University   2010 — 2012
MS, Applied Math and Statistics

Hanyang University   2001 — 2009
BS, Business

Allen Shifflet Allen Shifflet Charlotte, North Carolina Details
Allen Shifflet's Merrill Lynch Experience January 2007 - Present
Job
Industry Capital Markets
Experience
Merrill Lynch   January 2007 - Present
Banc of America Securities  January 1996 - January 2007
Bank of America  January 1986 - January 1993

Skills
Capital Markets, Structured Finance

Education
Harvard Business School
MBA, focus on Banking and Finance

Haverford College
BA, Economics

arleane joseph arleane joseph Greater New York City Area Details
arleane joseph's Merrill Lynch Experience April 2007 - January 2009
Job Medicare sales representative at united health group
Industry Insurance
Experience
UnitedHealth Group  December 2014 - Present
wellcare health plans, inc.   February 2011 - November 2014
Merrill Lynch   April 2007 - January 2009

Skills
Medicare, Microsoft Office, Insurance, Healthcare, Outlook, Health Insurance, Life Insurance, Sales, Customer Service, Employee Benefits, Leadership

Education
MCNY   2002 — 2003
MBA- General Management, Management, 3.4

Metropolitan College of New York   2002 — 2003
masters of business administration, Business Administration and Management, General

Hampton University   1997 — 2001
Bachelor of Arts (B.A.), Political Science/ Pre Law

Hampton University
bachelor of arts, political science/ pre law

Jonathan Alger Jonathan Alger Stamford, Connecticut Details
Jonathan Alger's Merrill Lynch Experience June 2010 - September 2010
Job Analyst at Freepoint Commodities
Industry Financial Services
Experience
Freepoint Commodities  February 2013 - Present
SIX Financial Information  January 2011 - September 2012
Merrill Lynch   June 2010 - September 2010
Guardhill Financial  January 2008 - January 2008

Skills
Stock Exchange, Commodities, Investments, ETFs, Indices, Data Analysis, Futures, Options, Pricing, Portfolio Management, Commodity, Equities, Financial Markets, Corporate Actions, Securities, Finance

Education
Hartwick College   2006 — 2010
Bachelor of Arts (B.A.), Economics

Hartwick College   2006 — 2010
Bachelor of Arts, Economics

Danbury High School

Sandra Cialdella Sandra Cialdella Greater Chicago Area Details
Sandra Cialdella's Merrill Lynch Experience March 1992 - February 1997
Job Executive Administrative Assistant
Industry Telecommunications
Experience
Target Retail   2007 - Present
SBC Ameritech  March 1997 - June 2005
Merrill Lynch   March 1992 - February 1997
Unum  March 1989 - March 1992
DeVry Institute of Technology  October 1984 - March 1989

Skills
Fluent in English and..., Administrative Assistant, Executive Assistant, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Travel Reservations, Human Resources, Personnel Policies, Customer Service, Customer Relations, Benefits Administration, New Hire Orientation, Expense Management, Payroll, Inventory

Education
Harper College   2001 — 2003
Business Administration

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