Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Heartwood Wealth Advisors February 2013 - Present
Merrill Lynch February 1996 - February 2013
Education
Hampden-Sydney College 1990 — 1994
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch June 1999 - Present
Polo Ralph Lauren June 1993 - April 1999
Education
Hartwick College 1989 — 1993
BA, English
Montclair Kimberley Academy
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
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
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
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
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
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
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
Merrill Lynch March 2006 - Present
Education
Harcum College 1981 — 1983
Owen J. Roberts High School
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
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
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
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
Merrill Lynch June 2008 - Present
Education
Hartwick College 2004 — 2008
Bachelor, Business Administration
Staples High School
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
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
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
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
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