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
Employee
Years
Job
Industry
Alyssa Colbert Alyssa Colbert's Merrill Lynch Experience June 2007 - August 2007
Job MBA Candidate at Harvard Business School; JD Candidate at Harvard Law School
Industry
Experience
Sullivan & Cromwell LLP June 2014 - August 2014
Wachtell, Lipton, Rosen & Katz May 2013 - August 2013
Goldman Sachs 2010 - 2012
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Harvard Law School
Harvard Business School
Harvard University
Sullivan & Cromwell LLP June 2014 - August 2014
Wachtell, Lipton, Rosen & Katz May 2013 - August 2013
Goldman Sachs 2010 - 2012
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Harvard Law School
Harvard Business School
Harvard University
Luis Lajous Luis Lajous's Merrill Lynch Experience August 1995 - July 1996
Job CEO at Beaming White
Industry Health, Wellness and Fitness
Experience
Beaming White 2007 - Present
CanPrev April 2003 - Present
ZonaShop.com September 1999 - March 2001
Citibank México 2001 - 2001
Teknema, Inc. 1997 - 1999
Ludens 1996 - 1997
Merrill Lynch August 1995 - July 1996
McKinsey & Company 1991 - 1993
Skills
Product Development, Sourcing, Manufacturing Management, Highly Analytical, Negotiation, General Management, Business Strategy, E-commerce, Entrepreneur, Start-ups, Marketing Strategy, Online Marketing, Strategic Planning, New Business Development, Management Consulting, International Business, Product Marketing, Business Planning, Social Media Marketing, Problem Solving, Market Research, SEO, Business Management, Product Management, Entrepreneurship, Cosmetics, Beauty Industry, Team Building, Strategic Partnerships
Education
Harvard Business School 1993 — 1995
MBA
University of Toronto 1987 — 1991
Bachelor of Applied Science, Industrial Engineering
Beaming White 2007 - Present
CanPrev April 2003 - Present
ZonaShop.com September 1999 - March 2001
Citibank México 2001 - 2001
Teknema, Inc. 1997 - 1999
Ludens 1996 - 1997
Merrill Lynch August 1995 - July 1996
McKinsey & Company 1991 - 1993
Skills
Product Development, Sourcing, Manufacturing Management, Highly Analytical, Negotiation, General Management, Business Strategy, E-commerce, Entrepreneur, Start-ups, Marketing Strategy, Online Marketing, Strategic Planning, New Business Development, Management Consulting, International Business, Product Marketing, Business Planning, Social Media Marketing, Problem Solving, Market Research, SEO, Business Management, Product Management, Entrepreneurship, Cosmetics, Beauty Industry, Team Building, Strategic Partnerships
Education
Harvard Business School 1993 — 1995
MBA
University of Toronto 1987 — 1991
Bachelor of Applied Science, Industrial Engineering
Benjamin Phillips Benjamin Phillips's Merrill Lynch Experience July 2008 - July 2009
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
Flywheel Sports June 2014 - June 2015
Catterton Partners July 2011 - July 2013
Sagent Advisors August 2009 - June 2011
Bank of America Merrill Lynch April 2009 - July 2009
Merrill Lynch July 2008 - July 2009
Sheffield Asset Management May 2007 - August 2007
Covington & Burling May 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2004 — 2008
BA, Economics, Mathematics, Finance
Flywheel Sports June 2014 - June 2015
Catterton Partners July 2011 - July 2013
Sagent Advisors August 2009 - June 2011
Bank of America Merrill Lynch April 2009 - July 2009
Merrill Lynch July 2008 - July 2009
Sheffield Asset Management May 2007 - August 2007
Covington & Burling May 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2004 — 2008
BA, Economics, Mathematics, Finance
Lloyd Sprung Lloyd Sprung's Merrill Lynch Experience July 1998 - December 2000
Job Senior Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners April 2011 - Present
Miller Buckfire March 2001 - December 2010
Merrill Lynch July 1998 - December 2000
Merrill Lynch July 1992 - December 1996
Education
Harvard Business School 1996 — 1998
MBA
University of Pennsylvania 1988 — 1992
BA, Economics (minor: Japanese Studies)
Evercore Partners April 2011 - Present
Miller Buckfire March 2001 - December 2010
Merrill Lynch July 1998 - December 2000
Merrill Lynch July 1992 - December 1996
Education
Harvard Business School 1996 — 1998
MBA
University of Pennsylvania 1988 — 1992
BA, Economics (minor: Japanese Studies)
Brian Bouchard's Merrill Lynch Experience 2003 - 2008
Job Wells Fargo DCIO
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Mark Chamberlain's Merrill Lynch Experience July 1989 - June 1991
Job
Industry Financial Services
Experience
EMSO Partners Limited October 2010 - Present
Millennium Global Capital LLC April 2007 - October 2010
Global Financial Marketing LLC October 1999 - April 2007
American Express May 1997 - September 1999
Creative Playthings LTD. December 1994 - April 1997
McKinsey & Company July 1993 - December 1994
Merrill Lynch July 1989 - June 1991
Skills
Investments, Portfolio Management, Emerging Markets, Business Development, Hedge Funds, Business Strategy, Private Equity, Finance
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA), General Management, Distinction (top 10% of graduating class)
Harvard University 1985 — 1989
A.B., History, Cum Laude
Canton High School
EMSO Partners Limited October 2010 - Present
Millennium Global Capital LLC April 2007 - October 2010
Global Financial Marketing LLC October 1999 - April 2007
American Express May 1997 - September 1999
Creative Playthings LTD. December 1994 - April 1997
McKinsey & Company July 1993 - December 1994
Merrill Lynch July 1989 - June 1991
Skills
Investments, Portfolio Management, Emerging Markets, Business Development, Hedge Funds, Business Strategy, Private Equity, Finance
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA), General Management, Distinction (top 10% of graduating class)
Harvard University 1985 — 1989
A.B., History, Cum Laude
Canton High School
Joseph K. Cositore's Merrill Lynch Experience January 1977 - June 1981
Job CEO at Watchful i
Industry Education Management
Experience
Watchful i January 2007 - Present
Visible Technologies January 2006 - December 2006
All Hallows Foundation January 2000 - January 2006
FIND/SVP 1989 - 1997
Merrill Lynch January 1977 - June 1981
Citibank, NA June 1974 - December 1977
Stone & Webster Securities Corporation June 1971 - July 1972
Skills
New Business Development, Business Development, Marketing Strategy, Management, Brand Management, Marketing, Research, Sales, Program Management, Product Development, Strategic Planning, Start-ups, Social Media, Segmentation, Consulting, SEO, Strategy
Education
Harvard Business School 1972 — 1974
M.B.A., Marketing
University of Notre Dame 1966 — 1970
B.B.A., Business Adminstration
Watchful i January 2007 - Present
Visible Technologies January 2006 - December 2006
All Hallows Foundation January 2000 - January 2006
FIND/SVP 1989 - 1997
Merrill Lynch January 1977 - June 1981
Citibank, NA June 1974 - December 1977
Stone & Webster Securities Corporation June 1971 - July 1972
Skills
New Business Development, Business Development, Marketing Strategy, Management, Brand Management, Marketing, Research, Sales, Program Management, Product Development, Strategic Planning, Start-ups, Social Media, Segmentation, Consulting, SEO, Strategy
Education
Harvard Business School 1972 — 1974
M.B.A., Marketing
University of Notre Dame 1966 — 1970
B.B.A., Business Adminstration
Victoria Garcia Victoria Garcia's Merrill Lynch Experience July 1997 - July 1999
Job Global Brand Builder & Strategist at Independent Consultant
Industry Apparel & Fashion
Experience
Independent Consultant January 2014 - Present
Marc Jacobs January 2013 - December 2013
Marc Jacobs January 2008 - December 2012
Marc Jacobs January 2006 - December 2007
Marc Jacobs August 2004 - December 2005
Ralph Lauren August 2003 - August 2004
Saks Fifth Avenue July 2002 - August 2003
MaxMara June 2001 - July 2002
Merrill Lynch July 1997 - July 1999
Skills
Luxury Goods, Merchandising, E-commerce, Retail, Apparel, Trend Analysis, Brand Management, Strategic Planning, Strategy, Business Strategy, Fashion, Merchandise Planning, Brand Development, Management, Wholesale, Inventory Management, Leadership, Marketing Communications
Education
Harvard Business School 1999 — 2001
MBA
Princeton University 1993 — 1997
BSE, Civil Engineering
The Hockaday School
Independent Consultant January 2014 - Present
Marc Jacobs January 2013 - December 2013
Marc Jacobs January 2008 - December 2012
Marc Jacobs January 2006 - December 2007
Marc Jacobs August 2004 - December 2005
Ralph Lauren August 2003 - August 2004
Saks Fifth Avenue July 2002 - August 2003
MaxMara June 2001 - July 2002
Merrill Lynch July 1997 - July 1999
Skills
Luxury Goods, Merchandising, E-commerce, Retail, Apparel, Trend Analysis, Brand Management, Strategic Planning, Strategy, Business Strategy, Fashion, Merchandise Planning, Brand Development, Management, Wholesale, Inventory Management, Leadership, Marketing Communications
Education
Harvard Business School 1999 — 2001
MBA
Princeton University 1993 — 1997
BSE, Civil Engineering
The Hockaday School
Edward Durkee Edward Durkee's Merrill Lynch Experience August 2013 - September 2014
Job CEO and CIO, Durkee Capital Advisors
Industry Financial Services
Experience
Portfolio Overlay Advisors LLC January 2002 - Present
Merrill Lynch August 2013 - September 2014
Durkee Capital Advisors LLC January 1989 - December 2001
Skills
Start-up Ventures, Investment Research, Finance, Investment Management, Risk Management, General Operations, Marketing, Series 7, 66, 3, 34,..., Institutional Sales, Quantitative Trading..., Alternative Investments, Asset Allocation
Education
Harvard Business School
Master of Business Administration (MBA), Finance, General
Princeton University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Portfolio Overlay Advisors LLC January 2002 - Present
Merrill Lynch August 2013 - September 2014
Durkee Capital Advisors LLC January 1989 - December 2001
Skills
Start-up Ventures, Investment Research, Finance, Investment Management, Risk Management, General Operations, Marketing, Series 7, 66, 3, 34,..., Institutional Sales, Quantitative Trading..., Alternative Investments, Asset Allocation
Education
Harvard Business School
Master of Business Administration (MBA), Finance, General
Princeton University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mark Webber Mark Webber's Merrill Lynch Experience February 2009 - July 2010
Job Director Services Sales & GTM at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard March 2015 - Present
Hewlett-Packard October 2013 - March 2015
Cisco Systems April 2012 - October 2013
Cisco Systems July 2010 - April 2012
Bank of America February 2009 - July 2010
Merrill Lynch February 2009 - July 2010
Bank of America March 2008 - February 2009
Bank of America April 2002 - March 2008
JPMorgan Chase October 2000 - April 2002
GE Capital August 1999 - October 2000
Skills
Six Sigma, Process Improvement, Business Process..., Operational Excellence, Change Management, Program Management, Cross-functional Team..., Process Engineering, Business Transformation, Risk Management, Operations Management, DMAIC, Vendor Management, Banking, Project Portfolio...
Education
University of Pennsylvania - The Wharton School
Masters of Business Administration, Business Administration
Harvard Business School
Align Executive Leadership Program
University of Nebraska at Kearney
Bachelor of Science, Management, Marketing
Hewlett-Packard March 2015 - Present
Hewlett-Packard October 2013 - March 2015
Cisco Systems April 2012 - October 2013
Cisco Systems July 2010 - April 2012
Bank of America February 2009 - July 2010
Merrill Lynch February 2009 - July 2010
Bank of America March 2008 - February 2009
Bank of America April 2002 - March 2008
JPMorgan Chase October 2000 - April 2002
GE Capital August 1999 - October 2000
Skills
Six Sigma, Process Improvement, Business Process..., Operational Excellence, Change Management, Program Management, Cross-functional Team..., Process Engineering, Business Transformation, Risk Management, Operations Management, DMAIC, Vendor Management, Banking, Project Portfolio...
Education
University of Pennsylvania - The Wharton School
Masters of Business Administration, Business Administration
Harvard Business School
Align Executive Leadership Program
University of Nebraska at Kearney
Bachelor of Science, Management, Marketing
Mariya Thompson's Merrill Lynch Experience 2006 - 2006
Job Healthcare and Education Consultant
Industry Hospital & Health Care
Experience
Stratus Prep June 2015 - Present
Kaiser Permanente June 2013 - June 2015
Kaiser Permanente August 2011 - June 2013
Kaiser Permanente June 2010 - August 2010
Deutsche Bank 2007 - 2009
Merrill Lynch 2006 - 2006
Con Edison 2005 - 2005
Skills
Investment Banking, Real Estate, Financial Modeling, Private Equity, Valuation, Financial Analysis, Business Strategy, Due Diligence, Healthcare, Healthcare Management, Healthcare Industry, Mergers & Acquisitions, Leadership, Restructuring, Corporate Development, Management Consulting, Strategy, Corporate Finance, Venture Capital, Healthcare Consulting, Hospitals, Project Management, Change Management, Business Analysis, Process Improvement, Project Planning, Business Planning, Business Development, Performance Improvement, Entrepreneurship, Data Analysis, Strategic Planning, Analytics, Cross-functional Team..., Strategic Consulting, Start-ups, Finance, Market Research, Analysis, Consulting, Market Analysis, Program Management, Management
Education
Harvard Business School 2009 — 2011
MBA, General Management
University of Pennsylvania - The Wharton School 2003 — 2006
BSc in Economics, Finance and Real Estate, Certificate in Spanish
Stratus Prep June 2015 - Present
Kaiser Permanente June 2013 - June 2015
Kaiser Permanente August 2011 - June 2013
Kaiser Permanente June 2010 - August 2010
Deutsche Bank 2007 - 2009
Merrill Lynch 2006 - 2006
Con Edison 2005 - 2005
Skills
Investment Banking, Real Estate, Financial Modeling, Private Equity, Valuation, Financial Analysis, Business Strategy, Due Diligence, Healthcare, Healthcare Management, Healthcare Industry, Mergers & Acquisitions, Leadership, Restructuring, Corporate Development, Management Consulting, Strategy, Corporate Finance, Venture Capital, Healthcare Consulting, Hospitals, Project Management, Change Management, Business Analysis, Process Improvement, Project Planning, Business Planning, Business Development, Performance Improvement, Entrepreneurship, Data Analysis, Strategic Planning, Analytics, Cross-functional Team..., Strategic Consulting, Start-ups, Finance, Market Research, Analysis, Consulting, Market Analysis, Program Management, Management
Education
Harvard Business School 2009 — 2011
MBA, General Management
University of Pennsylvania - The Wharton School 2003 — 2006
BSc in Economics, Finance and Real Estate, Certificate in Spanish
Carlos Zubillaga Carlos Zubillaga's Merrill Lynch Experience 1982 - 1986
Job Board Member at Beckon Scientific and Hospitálita Healthcare Services
Industry Venture Capital & Private Equity
Experience
Beckon Scientific July 2014 - Present
Ingenia Partners, LLC January 2008 - Present
Action Coach 2008 - 2011
The Alternative Board 2004 - 2008
MPN Inc October 2003 - December 2007
Banco de Inversión Santiago de León January 1990 - February 1998
Banco Union August 1986 - December 1989
Merrill Lynch 1982 - 1986
Republic of Venezuela 1980 - 1981
Universidad Catolica Andres Bello 1966 - 1971
Skills
Coaching, Strategic Planning, Leadership Development, Selling, Profitability, Entrepreneur, Management Consulting, Business Planning, Business Strategy, Marketing Strategy, Team Building, Mergers, Executive Coaching, Organizational..., Public Speaking, Mentoring, Sales Management, Time Management, Hiring, Team Leadership, Writing, Performance Management, Small Business, Strategy Development, Entrepreneurship, Strategy, Change Management, Leadership, Investment Banking, Sales, Executive Management, Mergers & Acquisitions, Marketing, Financial Analysis, Financial Modeling, Recruiting, Business Development, Management, Budgets, Profit, Training, Personal Development, Business Coaching, Start-ups, Investments, Consulting, Workshop Facilitation, Finance, Emotional Intelligence, Fundraising
Education
Harvard Business School 1973 — 1975
Doctoral studies, all but dissertation., International Business
IESA 1971 — 1973
MBA, Business Administration
Universidad Católica Andrés Bello 1966 — 1971
Abogado, Law
Colegio San Ignacio
Beckon Scientific July 2014 - Present
Ingenia Partners, LLC January 2008 - Present
Action Coach 2008 - 2011
The Alternative Board 2004 - 2008
MPN Inc October 2003 - December 2007
Banco de Inversión Santiago de León January 1990 - February 1998
Banco Union August 1986 - December 1989
Merrill Lynch 1982 - 1986
Republic of Venezuela 1980 - 1981
Universidad Catolica Andres Bello 1966 - 1971
Skills
Coaching, Strategic Planning, Leadership Development, Selling, Profitability, Entrepreneur, Management Consulting, Business Planning, Business Strategy, Marketing Strategy, Team Building, Mergers, Executive Coaching, Organizational..., Public Speaking, Mentoring, Sales Management, Time Management, Hiring, Team Leadership, Writing, Performance Management, Small Business, Strategy Development, Entrepreneurship, Strategy, Change Management, Leadership, Investment Banking, Sales, Executive Management, Mergers & Acquisitions, Marketing, Financial Analysis, Financial Modeling, Recruiting, Business Development, Management, Budgets, Profit, Training, Personal Development, Business Coaching, Start-ups, Investments, Consulting, Workshop Facilitation, Finance, Emotional Intelligence, Fundraising
Education
Harvard Business School 1973 — 1975
Doctoral studies, all but dissertation., International Business
IESA 1971 — 1973
MBA, Business Administration
Universidad Católica Andrés Bello 1966 — 1971
Abogado, Law
Colegio San Ignacio
Deborah Quazzo's Merrill Lynch Experience 1987 - 2001
Job Founder and Managing Partner at GSV Advisors, LLC
Industry Investment Banking
Experience
Global Silicon Valley Advisors April 2009 - Present
ThinkEquity Partners June 2001 - November 2008
Merrill Lynch 1987 - 2001
J.P. Morgan 1983 - 1985
Skills
Private Equity, Managerial Finance, Corporate Development, Venture Capital, Private Placements, Start-ups, Mergers
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
Bachelor's degree, History
Bolles 1973 — 1978
Global Silicon Valley Advisors April 2009 - Present
ThinkEquity Partners June 2001 - November 2008
Merrill Lynch 1987 - 2001
J.P. Morgan 1983 - 1985
Skills
Private Equity, Managerial Finance, Corporate Development, Venture Capital, Private Placements, Start-ups, Mergers
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
Bachelor's degree, History
Bolles 1973 — 1978
Angela Johnson Angela Johnson's Merrill Lynch Experience June 2003 - July 2006
Job Principal at KKR
Industry Real Estate
Experience
KKR April 2014 - Present
Partners Group February 2012 - April 2014
FORUM PARTNERS INVESTMENT MANAGEMENT January 2011 - February 2012
RLJ Development, LLC June 2009 - December 2010
Harvard Business School September 2007 - June 2009
McArthurGlen European Development June 2008 - August 2008
RLJ Development, LLC January 2006 - July 2007
Merrill Lynch June 2003 - July 2006
Education
Harvard Business School 2007 — 2009
MBA, Real Estate Finance
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA
KKR April 2014 - Present
Partners Group February 2012 - April 2014
FORUM PARTNERS INVESTMENT MANAGEMENT January 2011 - February 2012
RLJ Development, LLC June 2009 - December 2010
Harvard Business School September 2007 - June 2009
McArthurGlen European Development June 2008 - August 2008
RLJ Development, LLC January 2006 - July 2007
Merrill Lynch June 2003 - July 2006
Education
Harvard Business School 2007 — 2009
MBA, Real Estate Finance
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA
Jerry W. Miller Jerry W. Miller's Merrill Lynch Experience 2000 - 2002
Job Head of Asset and Wealth Management Americas at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2013 - Present
Lightyear Capital April 2012 - May 2013
American Beacon Advisors August 2012 - April 2013
Sentio Advisors October 2010 - April 2013
Van Kampen Investments 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch 2000 - 2002
Skills
Asset Managment, Investments, Private Equity, Alternative Investments, Fixed Income, Investment Management, Wealth Management, Executive Management, Asset Management, Equities, Financial Services, Mutual Funds, Business Strategy, Hedge Funds, Asset Allocation
Education
Harvard Business School
AMP
Swarthmore College
BA, Economics
Deutsche Bank May 2013 - Present
Lightyear Capital April 2012 - May 2013
American Beacon Advisors August 2012 - April 2013
Sentio Advisors October 2010 - April 2013
Van Kampen Investments 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch 2000 - 2002
Skills
Asset Managment, Investments, Private Equity, Alternative Investments, Fixed Income, Investment Management, Wealth Management, Executive Management, Asset Management, Equities, Financial Services, Mutual Funds, Business Strategy, Hedge Funds, Asset Allocation
Education
Harvard Business School
AMP
Swarthmore College
BA, Economics
Camille Hackney Camille Hackney's Merrill Lynch Experience August 1990 - August 1992
Job EVP Brand Partnerships & Licensing/Head of Global Brand Council at Atlantic Records/Warner Music Group
Industry Music
Experience
Atlantic Records/Warner Music Group July 2012 - Present
Atlantic Records July 2008 - July 2012
Elektra Entertainment Group October 1996 - March 2004
Warner Music Group October 1994 - 1996
HBO 1994 - 1994
Merrill Lynch August 1990 - August 1992
Education
Harvard Business School
MBA, General Management
Princeton University
BA, Economics/Pre-med
Atlantic Records/Warner Music Group July 2012 - Present
Atlantic Records July 2008 - July 2012
Elektra Entertainment Group October 1996 - March 2004
Warner Music Group October 1994 - 1996
HBO 1994 - 1994
Merrill Lynch August 1990 - August 1992
Education
Harvard Business School
MBA, General Management
Princeton University
BA, Economics/Pre-med
John Richardson John Richardson's Merrill Lynch Experience July 2006 - August 2008
Job Vice President at Metalmark Capital
Industry Financial Services
Experience
Metalmark Capital April 2014 - Present
Surveyor Capital July 2012 - April 2014
Harvard Business School August 2010 - August 2012
Cressey & Co August 2008 - August 2010
Merrill Lynch July 2006 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, LBO, Equity Research, Financial Analysis, Investments, DCF, Bloomberg, Equities, Mergers, Emerging Markets, Corporate Development, Capital Markets, Business Strategy, Mergers & Acquisitions, Hedge Funds, Equity Valuation, Portfolio Management, Business Valuation, M&A experience, Asset Management
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Vanderbilt University 2002 — 2006
Bachelor of Engineering (BE), Biomedical Engineering, Economics
Metalmark Capital April 2014 - Present
Surveyor Capital July 2012 - April 2014
Harvard Business School August 2010 - August 2012
Cressey & Co August 2008 - August 2010
Merrill Lynch July 2006 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, LBO, Equity Research, Financial Analysis, Investments, DCF, Bloomberg, Equities, Mergers, Emerging Markets, Corporate Development, Capital Markets, Business Strategy, Mergers & Acquisitions, Hedge Funds, Equity Valuation, Portfolio Management, Business Valuation, M&A experience, Asset Management
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Vanderbilt University 2002 — 2006
Bachelor of Engineering (BE), Biomedical Engineering, Economics
Peter Stingi Peter Stingi's Merrill Lynch Experience 1987 - 2009
Job Head of Human Resources at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management April 2011 - Present
Merrill Lynch 1987 - 2009
Skills
M&A experience, Performance Management, Capital Markets, Employee Benefits, Executive Pay, Equities, Financial Services, Talent Management, Human Resources, Recruiting, Asset Managment, Securities, Benefits Administration, Fixed Income, Succession Planning, Program Management, Mergers & Acquisitions, Organizational Design, Asset Management, Management, Deferred Compensation, Alternative Investments, Investment Management, Organizational...
Education
Harvard Business School
GMP
San Diego State University-California State University 1982 — 1984
MBA, Finance
Ithaca College 1975 — 1979
BS, Communications
JP Morgan Asset Management April 2011 - Present
Merrill Lynch 1987 - 2009
Skills
M&A experience, Performance Management, Capital Markets, Employee Benefits, Executive Pay, Equities, Financial Services, Talent Management, Human Resources, Recruiting, Asset Managment, Securities, Benefits Administration, Fixed Income, Succession Planning, Program Management, Mergers & Acquisitions, Organizational Design, Asset Management, Management, Deferred Compensation, Alternative Investments, Investment Management, Organizational...
Education
Harvard Business School
GMP
San Diego State University-California State University 1982 — 1984
MBA, Finance
Ithaca College 1975 — 1979
BS, Communications
Tess Dearing Tess Dearing's Merrill Lynch Experience June 2008 - August 2008
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company 2013 - Present
Bain & Company June 2013 - August 2013
Yale Investments Office August 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Private Equity, Financial Modeling
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts, Economics and History
Maret School 2001 — 2005
High School Diploma
Bain & Company 2013 - Present
Bain & Company June 2013 - August 2013
Yale Investments Office August 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Private Equity, Financial Modeling
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University 2005 — 2009
Bachelor of Arts, Economics and History
Maret School 2001 — 2005
High School Diploma
Paulo Tavares de Melo Paulo Tavares de Melo's Merrill Lynch Experience 1997 - 1999
Job Director of Real Estate at Integra Solutions, LLC
Industry Real Estate
Experience
Integra Solutions, LLC 2006 - Present
PHTM 2000 - 2005
Grupo Tavares de Melo 1999 - 2000
Merrill Lynch 1997 - 1999
Education
The University of Chicago - Booth School of Business 2009 — 2009
Executive Education, Wealth Management
Harvard Business School 2007 — 2007
Executive Education, Private Wealth / Venture Capital
Wharton School, University of Pennsylvania 2006 — 2006
Executive Education, Private Wealth Management
Harvard Business School 2005 — 2005
Executive Education, Negotiation
University of Miami - School of Business 1996 — 1996
MBA, Finance
Nicholls State University 1992 — 1995
Business Administration
Integra Solutions, LLC 2006 - Present
PHTM 2000 - 2005
Grupo Tavares de Melo 1999 - 2000
Merrill Lynch 1997 - 1999
Education
The University of Chicago - Booth School of Business 2009 — 2009
Executive Education, Wealth Management
Harvard Business School 2007 — 2007
Executive Education, Private Wealth / Venture Capital
Wharton School, University of Pennsylvania 2006 — 2006
Executive Education, Private Wealth Management
Harvard Business School 2005 — 2005
Executive Education, Negotiation
University of Miami - School of Business 1996 — 1996
MBA, Finance
Nicholls State University 1992 — 1995
Business Administration
Elizabeth Brockelman Elizabeth Brockelman's Merrill Lynch Experience 2000 - 2002
Job Financial and Client Management Executive; Realtor
Industry Financial Services
Experience
Florida Capital Bank October 2012 - Present
Watson Realty Corp. February 2011 - Present
Bank of America February 2006 - September 2010
MBNA 2003 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch Credit Corporation 1998 - 2000
Barnett Banks, Inc. 1990 - 1998
Barnett Bank 1990 - 1998
Crestar Bank 1986 - 1990
Skills
Financial Analysis, Analysis, Mortgage Lending, Strategic Financial..., Loans, Investments, Strategic Planning, Marketing, Accounting, Real Estate, Credit, Finance, Forecasting, Management, Portfolio Management, Financial Risk, Sales, Financial Services, Real Estate Transactions, Negotiation, Credit Risk, Banking, Mergers & Acquisitions, Financial Planning, Selling
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1971 — 1975
B. S. Commerce, Accounting
Florida Capital Bank October 2012 - Present
Watson Realty Corp. February 2011 - Present
Bank of America February 2006 - September 2010
MBNA 2003 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch Credit Corporation 1998 - 2000
Barnett Banks, Inc. 1990 - 1998
Barnett Bank 1990 - 1998
Crestar Bank 1986 - 1990
Skills
Financial Analysis, Analysis, Mortgage Lending, Strategic Financial..., Loans, Investments, Strategic Planning, Marketing, Accounting, Real Estate, Credit, Finance, Forecasting, Management, Portfolio Management, Financial Risk, Sales, Financial Services, Real Estate Transactions, Negotiation, Credit Risk, Banking, Mergers & Acquisitions, Financial Planning, Selling
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1971 — 1975
B. S. Commerce, Accounting
Jean-Luc Servat Jean-Luc Servat's Merrill Lynch Experience July 2000 - September 2001
Job Principal at Panoramic Capital Advisors
Industry Investment Banking
Experience
Panoramic Capital Advisors February 2013 - Present
Stifel Financial Corp. June 2011 - February 2013
RBC Capital Markets 2003 - 2011
Swiss Re September 2001 - September 2003
Merrill Lynch July 2000 - September 2001
Hoefer & Arnett, Inc. February 1998 - July 2000
Hoefer & Arnett, Inc. 1998 - 2000
Alex Brown & Sons Inc. September 1994 - February 1998
Del Monte Foods September 1990 - September 1994
Merrill Lynch January 1985 - September 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Management, Investment Banking, Investments, Corporate Finance, Portfolio Management, Finance, Commercial Lending, Commercial Banking, Fixed Income, Hedge Funds, Financial Structuring, Structured Finance, Securities, Equity Research, Alternative Investments, LBO, Bloomberg, Emerging Markets, Restructuring, Corporate Governance, Banking, Strategy, Financial Institutions, Loans, Private Placements, Equity Capital Markets, Leveraged Finance, IPO, Venture Capital, Corporate Development, Due Diligence, Bonds, Equity Valuation, Investor Relations, M&A experience, Derivatives, Financial Markets, DCF, Asset Management, Business Valuation
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.), Honors
London Business School 1976 — 1977
International Management Program (HEC/LBS/NYU Stern), Banking, Corporate, Finance, and Securities Law
HEC School of Management 1973 — 1977
International Management Program (LBS/NYU), Finance/ Emerging Markets, Rank: 45
Panoramic Capital Advisors February 2013 - Present
Stifel Financial Corp. June 2011 - February 2013
RBC Capital Markets 2003 - 2011
Swiss Re September 2001 - September 2003
Merrill Lynch July 2000 - September 2001
Hoefer & Arnett, Inc. February 1998 - July 2000
Hoefer & Arnett, Inc. 1998 - 2000
Alex Brown & Sons Inc. September 1994 - February 1998
Del Monte Foods September 1990 - September 1994
Merrill Lynch January 1985 - September 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Management, Investment Banking, Investments, Corporate Finance, Portfolio Management, Finance, Commercial Lending, Commercial Banking, Fixed Income, Hedge Funds, Financial Structuring, Structured Finance, Securities, Equity Research, Alternative Investments, LBO, Bloomberg, Emerging Markets, Restructuring, Corporate Governance, Banking, Strategy, Financial Institutions, Loans, Private Placements, Equity Capital Markets, Leveraged Finance, IPO, Venture Capital, Corporate Development, Due Diligence, Bonds, Equity Valuation, Investor Relations, M&A experience, Derivatives, Financial Markets, DCF, Asset Management, Business Valuation
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.), Honors
London Business School 1976 — 1977
International Management Program (HEC/LBS/NYU Stern), Banking, Corporate, Finance, and Securities Law
HEC School of Management 1973 — 1977
International Management Program (LBS/NYU), Finance/ Emerging Markets, Rank: 45
Peter Michel Peter Michel's Merrill Lynch Experience July 2010 - March 2013
Job Harvard Business School Fulbright Scholar
Industry Financial Services
Experience
US-UK Fulbright Commission (Harvard Business School) August 2015 - Present
Bain Capital June 2013 - July 2015
Merrill Lynch July 2010 - March 2013
Merrill Lynch July 2009 - August 2009
J.P. Morgan September 2008 - September 2008
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Oxford University 2007 — 2010
Bachelor of Arts - BA (Hons), Economics & Management, 2.i
Bournemouth School 2000 — 2007
GCSEs & A-Levels, Maths, Economics, Politics, Business Studies
US-UK Fulbright Commission (Harvard Business School) August 2015 - Present
Bain Capital June 2013 - July 2015
Merrill Lynch July 2010 - March 2013
Merrill Lynch July 2009 - August 2009
J.P. Morgan September 2008 - September 2008
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Oxford University 2007 — 2010
Bachelor of Arts - BA (Hons), Economics & Management, 2.i
Bournemouth School 2000 — 2007
GCSEs & A-Levels, Maths, Economics, Politics, Business Studies
Sonny Kushwaha Sonny Kushwaha's Merrill Lynch Experience June 2006 - December 2007
Job Research Analyst at Claren Road Asset Management
Industry Investment Management
Experience
Claren Road Asset Management July 2015 - Present
Everest Capital August 2013 - July 2015
Harvard Business School September 2010 - May 2013
Rimrock Capital Management, LLC June 2012 - August 2012
McKinsey & Company May 2011 - August 2011
International Finance Corporation 2008 - 2010
Merrill Lynch June 2006 - December 2007
Education
Harvard Business School 2010 — 2013
MBA
Harvard University Kennedy School of Government 2010 — 2013
MPA/ID
CFA Institute 2006 — 2010
CFA Charterholder Candidate
University of Calgary 2002 — 2006
B.Sc. (With Distinction), Mathematics
University of Calgary 2002 — 2006
B.Comm. (With Distinction), Finance
Claren Road Asset Management July 2015 - Present
Everest Capital August 2013 - July 2015
Harvard Business School September 2010 - May 2013
Rimrock Capital Management, LLC June 2012 - August 2012
McKinsey & Company May 2011 - August 2011
International Finance Corporation 2008 - 2010
Merrill Lynch June 2006 - December 2007
Education
Harvard Business School 2010 — 2013
MBA
Harvard University Kennedy School of Government 2010 — 2013
MPA/ID
CFA Institute 2006 — 2010
CFA Charterholder Candidate
University of Calgary 2002 — 2006
B.Sc. (With Distinction), Mathematics
University of Calgary 2002 — 2006
B.Comm. (With Distinction), Finance
Devon Rinker's Merrill Lynch Experience May 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
KKR July 2013 - July 2015
Evercore Partners June 2011 - June 2013
Talara Capital Management October 2010 - May 2011
Graham Capital Management May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
KKR July 2013 - July 2015
Evercore Partners June 2011 - June 2013
Talara Capital Management October 2010 - May 2011
Graham Capital Management May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
Mary Allyn Mary Allyn's Merrill Lynch Experience 1992 - 2005
Job Partner, Applied Global Macro Research,LLC
Industry Capital Markets
Experience
Syfoglomad February 2011 - Present
Applied Global Macro Research, LLC August 2008 - Present
Merrill Lynch 1992 - 2005
Salomon Brothers October 1984 - October 1992
Skills
Hedge Funds, Investments, Equities, Derivatives, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Financial Markets, Finance, Business Strategy, Management, Portfolio Management, Risk Management, Strategy, Financial Analysis, Trading, Investment Banking, Emerging Markets, Trading Systems
Education
Saint Anselm College 1980 — 1984
BA, Political Science
Harvard Business School
Advanced Management Program
Syfoglomad February 2011 - Present
Applied Global Macro Research, LLC August 2008 - Present
Merrill Lynch 1992 - 2005
Salomon Brothers October 1984 - October 1992
Skills
Hedge Funds, Investments, Equities, Derivatives, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Financial Markets, Finance, Business Strategy, Management, Portfolio Management, Risk Management, Strategy, Financial Analysis, Trading, Investment Banking, Emerging Markets, Trading Systems
Education
Saint Anselm College 1980 — 1984
BA, Political Science
Harvard Business School
Advanced Management Program
Jennie Benza Jennie Benza's Merrill Lynch Experience 2004 - 2006
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
aPriori Capital Partners (formerly DLJ Merchant Banking) 2010 - Present
Thomas H. Lee Partners 2006 - 2008
Merrill Lynch 2004 - 2006
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Restructuring, Strategic Planning, Financial Structuring, Board of Directors, Deal Sourcing, Due Diligence, Financial Forecasting, Corporate Development, Corporate Strategy...
Education
Harvard Business School 2008 — 2010
MBA
New York University - Leonard N. Stern School of Business 2001 — 2004
B.S., Finance, Accounting
aPriori Capital Partners (formerly DLJ Merchant Banking) 2010 - Present
Thomas H. Lee Partners 2006 - 2008
Merrill Lynch 2004 - 2006
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Restructuring, Strategic Planning, Financial Structuring, Board of Directors, Deal Sourcing, Due Diligence, Financial Forecasting, Corporate Development, Corporate Strategy...
Education
Harvard Business School 2008 — 2010
MBA
New York University - Leonard N. Stern School of Business 2001 — 2004
B.S., Finance, Accounting
Diane Berthel Diane Berthel's Merrill Lynch Experience January 1983 - January 1989
Job Advisory Council Member at Integrated Governance Solutions
Industry Investment Management
Experience
Integrated Governance Solutions July 2014 - Present
Minnesota Historical Society March 2014 - Present
Hamline University Law School January 2007 - Present
HealthEast Care Systems January 2002 - January 2015
Advanced Capital Group January 2013 - January 2014
Berthel Schutter LLC January 1998 - January 2013
Arthur Andersen LLP January 1996 - January 1998
Piper Jaffray January 1989 - January 1993
Merrill Lynch January 1983 - January 1989
Skills
Finance, Public Speaking, Policy, Strategic Planning, Fundraising, Nonprofits, Management, Non-profits, Hospitals, Leadership, Healthcare
Education
Harvard Business School 2013 — 2013
Executive Program, Healthcare
Harvard University Kennedy School of Government 2003 — 2003
Executive Program, Healthcare Policy
Harvard University Kennedy School of Government 1993 — 1994
MPA
University of Northern Iowa 1969 — 1975
BA
Integrated Governance Solutions July 2014 - Present
Minnesota Historical Society March 2014 - Present
Hamline University Law School January 2007 - Present
HealthEast Care Systems January 2002 - January 2015
Advanced Capital Group January 2013 - January 2014
Berthel Schutter LLC January 1998 - January 2013
Arthur Andersen LLP January 1996 - January 1998
Piper Jaffray January 1989 - January 1993
Merrill Lynch January 1983 - January 1989
Skills
Finance, Public Speaking, Policy, Strategic Planning, Fundraising, Nonprofits, Management, Non-profits, Hospitals, Leadership, Healthcare
Education
Harvard Business School 2013 — 2013
Executive Program, Healthcare
Harvard University Kennedy School of Government 2003 — 2003
Executive Program, Healthcare Policy
Harvard University Kennedy School of Government 1993 — 1994
MPA
University of Northern Iowa 1969 — 1975
BA
William L. (Bill) MacDonald's Merrill Lynch Experience 1982 - 1987
Job Chairman, President, CEO & Author Plein Aire Strategies. LLC
Industry Management Consulting
Experience
Plein Aire Strategies, LLC February 2011 - Present
Executive Benefit Solutions, LLC January 2014 - Present
Graziadio School of Business and Management Pepperdine University January 1996 - Present
RCGExecutive Compensation & Benefits Group 2003 - February 2011
National Association of Corporate Directors-Southern California January 1982 - September 2006
Clark Consulting 1999 - 2003
Clark Consulting 1999 - 2000
Compensation Resource Group, Inc 1982 - 1999
ING Security Life of Denver 1982 - 1988
Merrill Lynch 1982 - 1987
Skills
Strategic Planning, Public Speaking, Training & Development, Executive Compensation, Leadership Development, Deferred Compensation, Employee Benefits, Change Management, Defined Benefit, 401k, Corporate Governance, Succession Planning, Retirement, Management Consulting, Talent Management, Business Strategy, Organizational..., Executive Management, Insurance, Investments, Team Building, Executive Pay, Mergers & Acquisitions, Benefits, Due Diligence, Equities, Pay, Compliance, Performance Management, Funding, Stock, Administration, HRIS, Healthcare, Start-ups, Plan Design, Employee Relations, Planning, Human Capital Management, HR Strategy, Talent Acquisition, Executive Coaching, Sales Process, Business Planning, Entrepreneurship, CRM, Recruiting, Leadership, Incentive Programs, Strategy
Education
Harvard Business School 1992 — 2000
PLP, Leadership
Northeastern University 1971 — 1974
BA, Marketing
Plein Aire Strategies, LLC February 2011 - Present
Executive Benefit Solutions, LLC January 2014 - Present
Graziadio School of Business and Management Pepperdine University January 1996 - Present
RCGExecutive Compensation & Benefits Group 2003 - February 2011
National Association of Corporate Directors-Southern California January 1982 - September 2006
Clark Consulting 1999 - 2003
Clark Consulting 1999 - 2000
Compensation Resource Group, Inc 1982 - 1999
ING Security Life of Denver 1982 - 1988
Merrill Lynch 1982 - 1987
Skills
Strategic Planning, Public Speaking, Training & Development, Executive Compensation, Leadership Development, Deferred Compensation, Employee Benefits, Change Management, Defined Benefit, 401k, Corporate Governance, Succession Planning, Retirement, Management Consulting, Talent Management, Business Strategy, Organizational..., Executive Management, Insurance, Investments, Team Building, Executive Pay, Mergers & Acquisitions, Benefits, Due Diligence, Equities, Pay, Compliance, Performance Management, Funding, Stock, Administration, HRIS, Healthcare, Start-ups, Plan Design, Employee Relations, Planning, Human Capital Management, HR Strategy, Talent Acquisition, Executive Coaching, Sales Process, Business Planning, Entrepreneurship, CRM, Recruiting, Leadership, Incentive Programs, Strategy
Education
Harvard Business School 1992 — 2000
PLP, Leadership
Northeastern University 1971 — 1974
BA, Marketing
Eliza Rosenbluth Silvester's Merrill Lynch Experience September 1999 - August 2002
Job Satori Consulting
Industry Management Consulting
Experience
Satori Consulting January 2007 - Present
Pfizer 2013 - 2014
Goldman Sachs February 2011 - January 2012
FDA 2008 - 2011
Harvard Community Partners 2008 - 2008
Hoffmann-La Roche 2007 - 2007
Lehman July 2004 - May 2005
Citibank 2005 - 2005
WestLB 2004 - 2004
Merrill Lynch September 1999 - August 2002
Skills
Pharmaceutical Industry, Regulatory Compliance, Risk Management, Program Management, Strategy, Change Management, Business Analysis, Business Strategy, Process Improvement, Business Process..., Organizational Change, Management Consulting, Project Management, Management
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
BA, Chinese
Spence School 1975 — 1987
Diploma
Satori Consulting January 2007 - Present
Pfizer 2013 - 2014
Goldman Sachs February 2011 - January 2012
FDA 2008 - 2011
Harvard Community Partners 2008 - 2008
Hoffmann-La Roche 2007 - 2007
Lehman July 2004 - May 2005
Citibank 2005 - 2005
WestLB 2004 - 2004
Merrill Lynch September 1999 - August 2002
Skills
Pharmaceutical Industry, Regulatory Compliance, Risk Management, Program Management, Strategy, Change Management, Business Analysis, Business Strategy, Process Improvement, Business Process..., Organizational Change, Management Consulting, Project Management, Management
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
BA, Chinese
Spence School 1975 — 1987
Diploma
James Courtland, CFA James Courtland, CFA's Merrill Lynch Experience June 2005 - June 2006
Job Director Strategic Planning at BNP Paribas Investment Partners
Industry Investment Management
Experience
BNP Paribas Investment Partners 2014 - Present
BNP Paribas Investment Partners 2010 - 2014
Harboring Hearts Housing 2009 - 2012
Fischer, Francis, Trees and Watt, Inc. - FFTW 2007 - 2010
Fischer, Francis, Trees and Watt, Inc. - FFTW June 2006 - March 2007
Merrill Lynch June 2005 - June 2006
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Trading, Investment Banking, Risk Management, Derivatives, Asset Allocation, Options
Education
Harvard Business School 2013 — 2014
PLD 17, Program for Leadership Development
University of Virginia 2001 — 2005
Bachelor, Physics, Economics
BNP Paribas Investment Partners 2014 - Present
BNP Paribas Investment Partners 2010 - 2014
Harboring Hearts Housing 2009 - 2012
Fischer, Francis, Trees and Watt, Inc. - FFTW 2007 - 2010
Fischer, Francis, Trees and Watt, Inc. - FFTW June 2006 - March 2007
Merrill Lynch June 2005 - June 2006
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Trading, Investment Banking, Risk Management, Derivatives, Asset Allocation, Options
Education
Harvard Business School 2013 — 2014
PLD 17, Program for Leadership Development
University of Virginia 2001 — 2005
Bachelor, Physics, Economics
Mike Czapar Mike Czapar's Merrill Lynch Experience June 2013 - August 2013
Job Director, Corporate Finance & Investment Banking at Eli Lilly
Industry Pharmaceuticals
Experience
Eli Lilly and Company September 2015 - Present
Eli Lilly and Company August 2014 - Present
Merrill Lynch June 2013 - August 2013
Eli Lilly and Company January 2010 - June 2012
Eli Lilly and Company June 2008 - January 2010
Eli Lilly and Company June 2006 - June 2008
Education
Harvard Business School 2012 — 2014
Master, Business Administration
University of Illinois at Urbana-Champaign 2002 — 2006
Finance; Economics
Eli Lilly and Company September 2015 - Present
Eli Lilly and Company August 2014 - Present
Merrill Lynch June 2013 - August 2013
Eli Lilly and Company January 2010 - June 2012
Eli Lilly and Company June 2008 - January 2010
Eli Lilly and Company June 2006 - June 2008
Education
Harvard Business School 2012 — 2014
Master, Business Administration
University of Illinois at Urbana-Champaign 2002 — 2006
Finance; Economics
Elizabeth Rider's Merrill Lynch Experience July 2008 - March 2009
Job Senior Manager at American Express
Industry Financial Services
Experience
American Express September 2014 - Present
Harvard Business School August 2012 - May 2014
lululemon athletica June 2013 - August 2013
FocalPoint Partners, LLC July 2011 - June 2012
FocalPoint Partners, LLC April 2009 - August 2011
Merrill Lynch July 2008 - March 2009
University of Southern California December 2006 - May 2008
Houlihan Lokey June 2007 - August 2007
Threads & Treads June 2005 - December 2006
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Capital Structure, Growth Capital, Restructuring, Fairness Opinions, Retail Sales Experience, Recapitalizations, Marketing, Youth Mentoring, Non-profit Volunteer, Tennis Instructor, Classical Pianist, Career Development..., College Recruiting, Admissions, Analytics, Quantitative Analytics, Business Strategy, Microsoft Excel, Market Research, Series 7, Strategic Consulting, Strategic Financial..., Finance, Investments, Competitive Analysis, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 2004 — 2008
BS, Summa Cum Laude, Finance
American Express September 2014 - Present
Harvard Business School August 2012 - May 2014
lululemon athletica June 2013 - August 2013
FocalPoint Partners, LLC July 2011 - June 2012
FocalPoint Partners, LLC April 2009 - August 2011
Merrill Lynch July 2008 - March 2009
University of Southern California December 2006 - May 2008
Houlihan Lokey June 2007 - August 2007
Threads & Treads June 2005 - December 2006
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Capital Structure, Growth Capital, Restructuring, Fairness Opinions, Retail Sales Experience, Recapitalizations, Marketing, Youth Mentoring, Non-profit Volunteer, Tennis Instructor, Classical Pianist, Career Development..., College Recruiting, Admissions, Analytics, Quantitative Analytics, Business Strategy, Microsoft Excel, Market Research, Series 7, Strategic Consulting, Strategic Financial..., Finance, Investments, Competitive Analysis, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 2004 — 2008
BS, Summa Cum Laude, Finance
Dan Letendre Dan Letendre's Merrill Lynch Experience September 2005 - March 2009
Job Bank of America
Industry Financial Services
Experience
Bank of America March 2009 - Present
Merrill Lynch September 2005 - March 2009
JP Morgan Chase 1989 - 2005
Booz Allen Hamilton 1986 - 1989
Education
Harvard Business School 1984 — 1986
MBA
Manhattan College 1981 — 1984
BS, Finance, Computer Systems
Bank of America March 2009 - Present
Merrill Lynch September 2005 - March 2009
JP Morgan Chase 1989 - 2005
Booz Allen Hamilton 1986 - 1989
Education
Harvard Business School 1984 — 1986
MBA
Manhattan College 1981 — 1984
BS, Finance, Computer Systems
Jerel Ross's Merrill Lynch Experience June 2008 - July 2008
Job Senior Professional Services Analyst at Nielsen Company
Industry Market Research
Experience
Nielsen September 2014 - Present
Nielsen June 2012 - September 2014
Bain & Company June 2011 - August 2011
UBS June 2010 - August 2010
Merrill Lynch June 2008 - July 2008
Skills
Data Analysis, Analytics, Marketing Research, Research, Microsoft Office, Market Research, Sales, Microsoft Excel, Customer Service, Segmentation, Statistics, Management, Event Planning, PowerPoint, Analysis, Nonprofits, Public Speaking, SPSS
Education
Morehouse College 2008 — 2012
BA, Economics
Harvard Business School 2011 — 2011
Summer Venture in Management Program
The London School of Economics 2009 — 2009
Essential Statistics for Econometrics
West Orange High School 2004 — 2008
HS Diploma
Semester at Sea Enrichment Voyage
Race, Ethnicity, and Human Rights in the Afro-Latin Diaspora
Nielsen September 2014 - Present
Nielsen June 2012 - September 2014
Bain & Company June 2011 - August 2011
UBS June 2010 - August 2010
Merrill Lynch June 2008 - July 2008
Skills
Data Analysis, Analytics, Marketing Research, Research, Microsoft Office, Market Research, Sales, Microsoft Excel, Customer Service, Segmentation, Statistics, Management, Event Planning, PowerPoint, Analysis, Nonprofits, Public Speaking, SPSS
Education
Morehouse College 2008 — 2012
BA, Economics
Harvard Business School 2011 — 2011
Summer Venture in Management Program
The London School of Economics 2009 — 2009
Essential Statistics for Econometrics
West Orange High School 2004 — 2008
HS Diploma
Semester at Sea Enrichment Voyage
Race, Ethnicity, and Human Rights in the Afro-Latin Diaspora
BJ Loessberg BJ Loessberg's Merrill Lynch Experience June 2008 - August 2008
Job Summer Associate at Brookside Capital Inc
Industry Financial Services
Experience
Texas Pacific Group August 2012 - August 2014
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Valuation, Financial Modeling, LBO, Financial Analysis, Bloomberg, Capital IQ, Investment Banking, Special Situations, Private Equity, Capital Markets, Investments, Equity Research, Deal Execution, DCF, Equities
Education
Harvard Business School 2014 — 2016
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (B.B.A.), BHP and Finance
Texas Pacific Group August 2012 - August 2014
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America Merrill Lynch June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Valuation, Financial Modeling, LBO, Financial Analysis, Bloomberg, Capital IQ, Investment Banking, Special Situations, Private Equity, Capital Markets, Investments, Equity Research, Deal Execution, DCF, Equities
Education
Harvard Business School 2014 — 2016
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (B.B.A.), BHP and Finance
Tom Watts's Merrill Lynch Experience 1997 - 2001
Job Family Chief Investment Officer (CIO)
Industry Financial Services
Experience
Watts Capital Group LLC October 2008 - Present
Cowen and Company 2002 - October 2008
Merrill Lynch 1997 - 2001
Bear Stearns & Co. 1995 - 1997
Ascent Communications Advisors, LP 1991 - 1995
Booz, Allen & Hamilton Inc. 1987 - 1991
CSP International 1983 - 1987
McKinsey & Company 1980 - 1982
Skills
Portfolio Management, Mergers & Acquisitions, Investment Management, Equity Research, Alternative Investments, Equities, Risk Management, Securities, Investment Strategies, Private Placements, Investments, Private Equity, Investment Banking, Capital Raising, Venture Capital, Acquisitions, Capital Markets, Personal Financial..., Telecommunications, Strategy, Wealth, Hedge Funds, Security Analysis, Data Center, Satellite, Securities Analysis, Energy, Mergers, Valuation, Asset Management, Estate Planning, Corporate Finance, IPO, Investor Relations, Strategic Financial..., Wealth Protection, Trust & Estate Planning, Wealth Management, Financial Planning, Finance, Financial Modeling
Education
Harvard Business School 1982 — 1984
MBA
Stanford University 1976 — 1980
AB, Economics, German Studies
Rio Americano High School. Sacramento, CA 1975 — 1976
Diploma
Payette High School. Payette, ID 1972 — 1975
Watts Capital Group LLC October 2008 - Present
Cowen and Company 2002 - October 2008
Merrill Lynch 1997 - 2001
Bear Stearns & Co. 1995 - 1997
Ascent Communications Advisors, LP 1991 - 1995
Booz, Allen & Hamilton Inc. 1987 - 1991
CSP International 1983 - 1987
McKinsey & Company 1980 - 1982
Skills
Portfolio Management, Mergers & Acquisitions, Investment Management, Equity Research, Alternative Investments, Equities, Risk Management, Securities, Investment Strategies, Private Placements, Investments, Private Equity, Investment Banking, Capital Raising, Venture Capital, Acquisitions, Capital Markets, Personal Financial..., Telecommunications, Strategy, Wealth, Hedge Funds, Security Analysis, Data Center, Satellite, Securities Analysis, Energy, Mergers, Valuation, Asset Management, Estate Planning, Corporate Finance, IPO, Investor Relations, Strategic Financial..., Wealth Protection, Trust & Estate Planning, Wealth Management, Financial Planning, Finance, Financial Modeling
Education
Harvard Business School 1982 — 1984
MBA
Stanford University 1976 — 1980
AB, Economics, German Studies
Rio Americano High School. Sacramento, CA 1975 — 1976
Diploma
Payette High School. Payette, ID 1972 — 1975
Traci Kamil Traci Kamil's Merrill Lynch Experience 1999 - 2009
Job Human Resources Executive
Industry Human Resources
Experience
JPMorgan Chase July 2011 - Present
Bank of America 2010 - July 2011
Merrill Lynch 1999 - 2009
Bankers Trust 1990 - 1999
Skills
Deferred Compensation, Performance Management, Onboarding, Talent Management, Recruiting, Leadership, Management, Personnel Management, Training, Leadership Development, Talent Acquisition, Human Resources, Employee Engagement, Organizational..., Employee Relations, Succession Planning, Change Management, Employment Law
Education
Union College
Bachelor's degree, Economics and Psychology
Harvard Business School
Executive Education, Strategic Human Resources Management
JPMorgan Chase July 2011 - Present
Bank of America 2010 - July 2011
Merrill Lynch 1999 - 2009
Bankers Trust 1990 - 1999
Skills
Deferred Compensation, Performance Management, Onboarding, Talent Management, Recruiting, Leadership, Management, Personnel Management, Training, Leadership Development, Talent Acquisition, Human Resources, Employee Engagement, Organizational..., Employee Relations, Succession Planning, Change Management, Employment Law
Education
Union College
Bachelor's degree, Economics and Psychology
Harvard Business School
Executive Education, Strategic Human Resources Management
Jonathan Choa Jonathan Choa's Merrill Lynch Experience June 2013 - June 2015
Job Investment Professional
Industry Investment Management
Experience
Abacus Finance Group, LLC August 2015 - Present
Merrill Lynch June 2013 - June 2015
Jefferies & Company August 2012 - May 2013
US Army May 2004 - May 2010
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Due Diligence, Economics, Business Strategy, Cross Cultural..., Army, Mergers & Acquisitions, Strategy
Education
Harvard Business School 2010 — 2012
MBA, Finance
United States Military Academy at West Point 2000 — 2004
Bachelor of Science (BS), Economics
Stuyvesant High School 1996 — 2000
Abacus Finance Group, LLC August 2015 - Present
Merrill Lynch June 2013 - June 2015
Jefferies & Company August 2012 - May 2013
US Army May 2004 - May 2010
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Due Diligence, Economics, Business Strategy, Cross Cultural..., Army, Mergers & Acquisitions, Strategy
Education
Harvard Business School 2010 — 2012
MBA, Finance
United States Military Academy at West Point 2000 — 2004
Bachelor of Science (BS), Economics
Stuyvesant High School 1996 — 2000
Melissa Roman Burch's Merrill Lynch Experience 1998 - 2000
Job Executive General Manager New York Development, Lend Lease Americas
Industry Real Estate
Experience
Lend Lease Americas March 2015 - Present
Forest City Ratner Companies 2003 - February 2015
iFormation Group 2000 - 2000
UrbanFetch.com 2000 - 2000
Merrill Lynch 1998 - 2000
Skills
Real Estate Development, Real Estate Economics, Real Estate, Asset Managment, Investments, Affordable Housing, Due Diligence, Leases, Public/private..., Strategic Planning, Valuation, Financial Analysis, Entitlements, Location Intelligence, Mergers
Education
Harvard Business School 2001 — 2003
MBA
Harvard University 1994 — 1998
B.A., Government
Lend Lease Americas March 2015 - Present
Forest City Ratner Companies 2003 - February 2015
iFormation Group 2000 - 2000
UrbanFetch.com 2000 - 2000
Merrill Lynch 1998 - 2000
Skills
Real Estate Development, Real Estate Economics, Real Estate, Asset Managment, Investments, Affordable Housing, Due Diligence, Leases, Public/private..., Strategic Planning, Valuation, Financial Analysis, Entitlements, Location Intelligence, Mergers
Education
Harvard Business School 2001 — 2003
MBA
Harvard University 1994 — 1998
B.A., Government
Cindy Bates Cindy Bates's Merrill Lynch Experience September 1993 - February 2000
Job Vice President US SMB and Distribution at Microsoft
Industry Computer Software
Experience
Microsoft July 2010 - Present
Microsoft July 2008 - July 2010
Microsoft July 2004 - June 2008
Microsoft January 2000 - February 2004
Merrill Lynch September 1993 - February 2000
Strategic Planning Associates 1988 - 1991
Skills
Channel Partners, SMB, Cloud Computing, Strategy, Corporate Development, Marketing, Leadership, Sales, Management, Distributors, VARs, Strategic Partnerships, Business Development, Demand Generation, SaaS, Lead Generation, Mergers & Acquisitions, Partner Management, Competitive Analysis, Sales Operations, Program Management, E-commerce, Product Management, Go-to-market Strategy, Entrepreneurship, Business Alliances, Start-ups, Business Strategy, CRM, New Business Development, Product Marketing, Enterprise Software, Marketing Strategy, Senior Executive..., CXO level engagement, Board level experience
Education
Harvard Business School 1991 — 1993
MBA
University of Michigan 1983 — 1987
BS, Molecular Biology; Intl Economics
Microsoft July 2010 - Present
Microsoft July 2008 - July 2010
Microsoft July 2004 - June 2008
Microsoft January 2000 - February 2004
Merrill Lynch September 1993 - February 2000
Strategic Planning Associates 1988 - 1991
Skills
Channel Partners, SMB, Cloud Computing, Strategy, Corporate Development, Marketing, Leadership, Sales, Management, Distributors, VARs, Strategic Partnerships, Business Development, Demand Generation, SaaS, Lead Generation, Mergers & Acquisitions, Partner Management, Competitive Analysis, Sales Operations, Program Management, E-commerce, Product Management, Go-to-market Strategy, Entrepreneurship, Business Alliances, Start-ups, Business Strategy, CRM, New Business Development, Product Marketing, Enterprise Software, Marketing Strategy, Senior Executive..., CXO level engagement, Board level experience
Education
Harvard Business School 1991 — 1993
MBA
University of Michigan 1983 — 1987
BS, Molecular Biology; Intl Economics
Greg Gorbatenko Greg Gorbatenko's Merrill Lynch Experience May 1990 - September 1990
Job Consultant
Industry Financial Services
Experience
Numbers Consulting January 2012 - Present
Heritage Academy August 2012 - Present
First Midwest Bank August 2008 - January 2012
Jackson Securities February 2004 - July 2008
Loop Capital Markets July 1999 - January 2004
Wells Capital Management April 1996 - July 1999
Merrill Lynch May 1990 - September 1990
Skills
Investment Banking, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Investment Research, Portfolio Management, Investment Management, Institutional Sales, Team Leadership, Building Relationships, Hedge Funds, Chartered Financial..., Fund Accounting, Forensic Accounting, CPA, CMA, Operating Budgets, Cost Accounting, Capital Budgeting, Pro Forma Development, Financial Forecasting, Financial Modeling, Financial Accounting, Accounting, Financial Technology, Programming, High Frequency Trading, Algorithm Analysis, Physics, Financial Engineering, Mathematics, Mathematical Analysis, Mathematical Programming, Business Analysis, Teaching, Instruction, Applied Physics, Regression Models, Entrepreneurship..., Entrepreneurship..., Entrepreneurial Finance, Youth Entrepreneurship, Start-up Ventures, Investment Advisory, Corporate Advisory, Athletic Training, Athletic Performance, Management Consulting, Love Of Learning
Education
Harvard Business School 2001 — 2001
Other, Valuation
University of Minnesota - Carlson School of Management 1994 — 1996
MBA (Summa Cum Laude), Finance
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting and Finance
Mayo High School 1985 — 1988
Gen
Numbers Consulting January 2012 - Present
Heritage Academy August 2012 - Present
First Midwest Bank August 2008 - January 2012
Jackson Securities February 2004 - July 2008
Loop Capital Markets July 1999 - January 2004
Wells Capital Management April 1996 - July 1999
Merrill Lynch May 1990 - September 1990
Skills
Investment Banking, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Investment Research, Portfolio Management, Investment Management, Institutional Sales, Team Leadership, Building Relationships, Hedge Funds, Chartered Financial..., Fund Accounting, Forensic Accounting, CPA, CMA, Operating Budgets, Cost Accounting, Capital Budgeting, Pro Forma Development, Financial Forecasting, Financial Modeling, Financial Accounting, Accounting, Financial Technology, Programming, High Frequency Trading, Algorithm Analysis, Physics, Financial Engineering, Mathematics, Mathematical Analysis, Mathematical Programming, Business Analysis, Teaching, Instruction, Applied Physics, Regression Models, Entrepreneurship..., Entrepreneurship..., Entrepreneurial Finance, Youth Entrepreneurship, Start-up Ventures, Investment Advisory, Corporate Advisory, Athletic Training, Athletic Performance, Management Consulting, Love Of Learning
Education
Harvard Business School 2001 — 2001
Other, Valuation
University of Minnesota - Carlson School of Management 1994 — 1996
MBA (Summa Cum Laude), Finance
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting and Finance
Mayo High School 1985 — 1988
Gen
Carter Hinckley's Merrill Lynch Experience 1982 - 1985
Job Managing Director at Blue Ridge Partners
Industry Management Consulting
Experience
Blue Ridge Partners August 2013 - Present
Infinity Info Systems 2003 - August 2013
The Fieldstone Company 1986 - 2003
Booz Allen Hamilton 1981 - 1986
Merrill Lynch 1982 - 1985
The Boston Company Asset Management, LLC 1977 - 1980
Skills
Management, Sales, Business Strategy, Business Process, Management Consulting, Sales Process, Leadership, Sales Management, Strategy, Team Leadership, Leadership Development, Enterprise Software, SaaS, Strategic Planning, New Business Development, Business Intelligence, Change Management, Sales Operations
Education
Harvard Business School
MBA, Entrepreneurship/Entrepreneurial Studies
Harvard University
MS, Computer Science
Lake Forest College
BA, Math and Computer Science
Blue Ridge Partners August 2013 - Present
Infinity Info Systems 2003 - August 2013
The Fieldstone Company 1986 - 2003
Booz Allen Hamilton 1981 - 1986
Merrill Lynch 1982 - 1985
The Boston Company Asset Management, LLC 1977 - 1980
Skills
Management, Sales, Business Strategy, Business Process, Management Consulting, Sales Process, Leadership, Sales Management, Strategy, Team Leadership, Leadership Development, Enterprise Software, SaaS, Strategic Planning, New Business Development, Business Intelligence, Change Management, Sales Operations
Education
Harvard Business School
MBA, Entrepreneurship/Entrepreneurial Studies
Harvard University
MS, Computer Science
Lake Forest College
BA, Math and Computer Science
Natasha Telesford Williams Natasha Telesford Williams's Merrill Lynch Experience June 2002 - June 2004
Job CFO focused on strategically investing resources to advance equity.
Industry Education Management
Experience
The Achievement Network June 2013 - Present
Dorchester Collegiate Academy Charter School 2008 - July 2014
The Achievement Network June 2012 - June 2013
The Achievement Network December 2011 - June 2012
Procter & Gamble June 2010 - December 2011
Platform Learning June 2004 - June 2007
Merrill Lynch June 2002 - June 2004
Education
Harvard Business School
MBA
University of Michigan 1998 — 2002
BA
boston latin
boston latin
boston latin
The Achievement Network June 2013 - Present
Dorchester Collegiate Academy Charter School 2008 - July 2014
The Achievement Network June 2012 - June 2013
The Achievement Network December 2011 - June 2012
Procter & Gamble June 2010 - December 2011
Platform Learning June 2004 - June 2007
Merrill Lynch June 2002 - June 2004
Education
Harvard Business School
MBA
University of Michigan 1998 — 2002
BA
boston latin
boston latin
boston latin
Irina Zavina's Merrill Lynch Experience July 1997 - April 1999
Job Business Development, Investor Relations, Partnerships and Hospitality
Industry Hospitality
Experience
Learn Capital August 2015 - Present
Summit Powder Mountain 2015 - Present
Gansevoort Hotel Group October 2009 - August 2015
Credit Suisse May 2008 - January 2009
Starwood Capital February 2007 - October 2007
American Express March 2004 - July 2006
Level 3 Communications April 1999 - June 2001
Merrill Lynch July 1997 - April 1999
Skills
Alternative Investments, Analysis, Business Planning, Asset Management, Business Strategy, Corporate Development, Due Diligence, Economics, Finance, Financial Analysis, Fundraising, Financial Modeling, Hotels, Investor Relations, Management, Market Research, Marketing, Marketing Strategy, Networking, Private Equity, Program Management, Research, Strategic Partnerships, Strategic Planning, Strategy, Venture Capital
Education
Harvard Business School 2001 — 2003
MBA
University of Chicago 1993 — 1997
BA, Math and Economics
Learn Capital August 2015 - Present
Summit Powder Mountain 2015 - Present
Gansevoort Hotel Group October 2009 - August 2015
Credit Suisse May 2008 - January 2009
Starwood Capital February 2007 - October 2007
American Express March 2004 - July 2006
Level 3 Communications April 1999 - June 2001
Merrill Lynch July 1997 - April 1999
Skills
Alternative Investments, Analysis, Business Planning, Asset Management, Business Strategy, Corporate Development, Due Diligence, Economics, Finance, Financial Analysis, Fundraising, Financial Modeling, Hotels, Investor Relations, Management, Market Research, Marketing, Marketing Strategy, Networking, Private Equity, Program Management, Research, Strategic Partnerships, Strategic Planning, Strategy, Venture Capital
Education
Harvard Business School 2001 — 2003
MBA
University of Chicago 1993 — 1997
BA, Math and Economics
Jen Wilfong's Merrill Lynch Experience June 2012 - Present
Job VP & Coach at Merrill Lynch
Industry Financial Services
Experience
Launch Cause September 2015 - Present
Merrill Lynch June 2012 - Present
Slingshot SEO December 2011 - June 2012
Can Do Coaching & Consulting January 2009 - June 2012
Caterpillar Inc. November 2008 - March 2011
Community Foundation Of Central Illinios 2005 - 2011
Caterpillar Inc. September 2004 - October 2008
Caterpillar Inc. June 2001 - September 2004
Caterpillar Inc. June 1986 - May 2001
Skills
Turnaround Management, Complex Business..., Leading Profitable..., Board Leadership, Non-profit..., Turn Around Management, Business, Leadership, Business Development, Start-ups, Business Planning, Training, Profitable Growth, Product Development, Marketing, Salesforce.com, Strategy, Marketing Communications, Management, Marketing Management, Analytics, Leadership Development, Executive Management, SEO, Cross-functional Team..., General Awesomeness, New Business Development, B2B
Education
Indiana University Bloomington 1982 — 1986
BS in Business, Marketing
Harvard Business School 2007 — 2007
General Management Program, Executive Education
The Hudson Institute of Santa Barbara 2010 — 2010
Certification, Executive Coach
Launch Cause September 2015 - Present
Merrill Lynch June 2012 - Present
Slingshot SEO December 2011 - June 2012
Can Do Coaching & Consulting January 2009 - June 2012
Caterpillar Inc. November 2008 - March 2011
Community Foundation Of Central Illinios 2005 - 2011
Caterpillar Inc. September 2004 - October 2008
Caterpillar Inc. June 2001 - September 2004
Caterpillar Inc. June 1986 - May 2001
Skills
Turnaround Management, Complex Business..., Leading Profitable..., Board Leadership, Non-profit..., Turn Around Management, Business, Leadership, Business Development, Start-ups, Business Planning, Training, Profitable Growth, Product Development, Marketing, Salesforce.com, Strategy, Marketing Communications, Management, Marketing Management, Analytics, Leadership Development, Executive Management, SEO, Cross-functional Team..., General Awesomeness, New Business Development, B2B
Education
Indiana University Bloomington 1982 — 1986
BS in Business, Marketing
Harvard Business School 2007 — 2007
General Management Program, Executive Education
The Hudson Institute of Santa Barbara 2010 — 2010
Certification, Executive Coach
Ivan Hopkins Ivan Hopkins's Merrill Lynch Experience 1993 - 1995
Job Managing Director at Mercurial Capital Partners
Industry Financial Services
Experience
Mercurial Capital Partners June 2014 - Present
BE/Greenwich Street 2004 - 2014
Goldman Sachs 2002 - 2004
Wasserstein Perella 1997 - 2001
Merrill Lynch 1993 - 1995
Education
Harvard Business School 1995 — 1997
MBA
Howard University 1989 — 1993
B.B.A, Finance
Mercurial Capital Partners June 2014 - Present
BE/Greenwich Street 2004 - 2014
Goldman Sachs 2002 - 2004
Wasserstein Perella 1997 - 2001
Merrill Lynch 1993 - 1995
Education
Harvard Business School 1995 — 1997
MBA
Howard University 1989 — 1993
B.B.A, Finance
Samuel Hasty Samuel Hasty's Merrill Lynch Experience May 2012 - August 2012
Job 7th and 8th grade Mathematics Teacher: Southern Avenue Charter School
Industry Education Management
Experience
Havens advisors LLC May 2015 - Present
Stand for Children January 2015 - Present
Teach For America June 2013 - Present
Students Teachers and Administrators for Recycling and Sustainability March 2014 - July 2015
United States Congress May 2014 - July 2014
Merrill Lynch May 2012 - August 2012
Roll Call TV May 2011 - August 2011
WNET New York Public Media May 2010 - August 2010
Skills
Blogging, Public Speaking, Leadership, Facebook, Leadership Development, Research, Interviews, PowerPoint, Press Releases, Sales, Time Management, Event Planning, Social Networking, Editing, Higher Education, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Public Relations, Fundraising, Management, Financial Analysis, Financial Accounting
Education
Harvard Business School 2014 — 2014
Credential of Business Readiness, Pass with Honors
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Political Science, Journalism and Media Studies, Economics
Havens advisors LLC May 2015 - Present
Stand for Children January 2015 - Present
Teach For America June 2013 - Present
Students Teachers and Administrators for Recycling and Sustainability March 2014 - July 2015
United States Congress May 2014 - July 2014
Merrill Lynch May 2012 - August 2012
Roll Call TV May 2011 - August 2011
WNET New York Public Media May 2010 - August 2010
Skills
Blogging, Public Speaking, Leadership, Facebook, Leadership Development, Research, Interviews, PowerPoint, Press Releases, Sales, Time Management, Event Planning, Social Networking, Editing, Higher Education, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Public Relations, Fundraising, Management, Financial Analysis, Financial Accounting
Education
Harvard Business School 2014 — 2014
Credential of Business Readiness, Pass with Honors
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Political Science, Journalism and Media Studies, Economics
Victor M. Barrionuevo Victor M. Barrionuevo's Merrill Lynch Experience April 2009 - March 2015
Job Managing partner, Blackspark WealthManagement
Industry Financial Services
Experience
Blackspark Wealth Management April 2015 - Present
Merrill Lynch April 2009 - March 2015
UBS Wealth Management 2001 - 2009
Skills
Equities, Investment Banking, Asset Management, Corporate Finance, Financial Modeling, Business Strategy, Mergers
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General, Mba
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1985 — 1989
Bachelor's degree, Economics, Magna cum laude
Blackspark Wealth Management April 2015 - Present
Merrill Lynch April 2009 - March 2015
UBS Wealth Management 2001 - 2009
Skills
Equities, Investment Banking, Asset Management, Corporate Finance, Financial Modeling, Business Strategy, Mergers
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General, Mba
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1985 — 1989
Bachelor's degree, Economics, Magna cum laude
Momei Qu Momei Qu's Merrill Lynch Experience July 2008 - March 2009
Job Venture Capital at Baird, Investor and Advisor to Startups
Industry Venture Capital & Private Equity
Experience
Baird Capital June 2014 - Present
Apervita, Inc. November 2014 - Present
Wellframe February 2014 - May 2014
The Boston Consulting Group June 2013 - August 2013
Baird Capital May 2010 - July 2012
VentureLab March 2009 - April 2010
Merrill Lynch July 2008 - March 2009
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Investment Banking, Corporate Finance, LBO, Venture Capital, Emerging Markets, Mergers & Acquisitions, Corporate Development, Investments
Education
Harvard Business School 2012 — 2014
MBA
University of Illinois at Urbana-Champaign 2004 — 2008
B.S., Computer Engineering, B.S. Finance, 3.91
Baird Capital June 2014 - Present
Apervita, Inc. November 2014 - Present
Wellframe February 2014 - May 2014
The Boston Consulting Group June 2013 - August 2013
Baird Capital May 2010 - July 2012
VentureLab March 2009 - April 2010
Merrill Lynch July 2008 - March 2009
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Investment Banking, Corporate Finance, LBO, Venture Capital, Emerging Markets, Mergers & Acquisitions, Corporate Development, Investments
Education
Harvard Business School 2012 — 2014
MBA
University of Illinois at Urbana-Champaign 2004 — 2008
B.S., Computer Engineering, B.S. Finance, 3.91
David Overton David Overton's Merrill Lynch Experience July 2006 - July 2009
Job Vice President at Newbury Partners
Industry Venture Capital & Private Equity
Experience
Newbury Partners September 2014 - Present
Coller Capital September 2011 - September 2014
Harvard Business School September 2009 - May 2011
Merrill Lynch July 2006 - July 2009
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Howard University 2002 — 2006
Bachelor's Degree
J.R. Masterman
High School
Newbury Partners September 2014 - Present
Coller Capital September 2011 - September 2014
Harvard Business School September 2009 - May 2011
Merrill Lynch July 2006 - July 2009
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Howard University 2002 — 2006
Bachelor's Degree
J.R. Masterman
High School
Guillermo Cruz Guillermo Cruz's Merrill Lynch Experience January 2012 - May 2012
Job Partner at GC Capital Investment Fund
Industry Financial Services
Experience
GC Capital Investment Fund March 2013 - Present
Asesores de Consejo y Alta Dirección, S.C. (ACAD) June 2010 - Present
Board Solutions LLC June 2012 - Present
Merrill Lynch January 2012 - May 2012
AuditaRSE August 2010 - December 2010
Skills
Market Research, Market Analysis, Funding, Corporate Governance, Business Strategy, Corporate Finance, Microsoft Excel, Financial Analysis, Strategic Planning, Negotiation, Risk Management, Microsoft Office, Spanish, Team Leadership, English, Business Analysis, Project Management, Business Intelligence, Private Equity
Education
Harvard University 2015 — 2017
Master of Liberal Arts, Finance
Harvard Business School
Certification, Private Equity and Venture Capital
Yale University - Yale School of Management
Yale Chief Executive Leadership Institute, Chief Executive Officer Forum
The University of Texas at Austin
B.A., Economics, Business/Managerial Economics
The University of Texas at Austin - Red McCombs School of Business
Strategic Management
The University of Texas at Austin - Red McCombs School of Business
The Art and Science of Negotiation
GC Capital Investment Fund March 2013 - Present
Asesores de Consejo y Alta Dirección, S.C. (ACAD) June 2010 - Present
Board Solutions LLC June 2012 - Present
Merrill Lynch January 2012 - May 2012
AuditaRSE August 2010 - December 2010
Skills
Market Research, Market Analysis, Funding, Corporate Governance, Business Strategy, Corporate Finance, Microsoft Excel, Financial Analysis, Strategic Planning, Negotiation, Risk Management, Microsoft Office, Spanish, Team Leadership, English, Business Analysis, Project Management, Business Intelligence, Private Equity
Education
Harvard University 2015 — 2017
Master of Liberal Arts, Finance
Harvard Business School
Certification, Private Equity and Venture Capital
Yale University - Yale School of Management
Yale Chief Executive Leadership Institute, Chief Executive Officer Forum
The University of Texas at Austin
B.A., Economics, Business/Managerial Economics
The University of Texas at Austin - Red McCombs School of Business
Strategic Management
The University of Texas at Austin - Red McCombs School of Business
The Art and Science of Negotiation
Jeffrey L. Humber, JD, MBA Jeffrey L. Humber, JD, MBA's Merrill Lynch Experience 1984 - 2003
Job Business Transformation Specialist seeking COO/CEO/ Board of Directors opportunities.
Industry Executive Office
Experience
Gallaudet University 2007 - Present
Delon Hampton & Asscociates 2004 - 2008
Merrill Lynch 1984 - 2003
Government of the District of Columbia 1980 - 1984
Skills
Business Development, Strategy, Mergers & Acquisitions, Managerial Finance, Budgets, Recruiting, Organizational..., Performance Management, Strategic Planning, Internal Controls, Restructuring, Sales, Team Building, Entrepreneurship, Volunteer Management, Management, Strategic Financial..., Finance, Grant Writing, Corporate Governance, Change Management, Project Management, Public Policy, Event Planning, Nonprofits, Human Resources, New Business Development, Program Management, Training, Leadership Development, Program Development, Non-profits, Leadership, Fundraising, Performance Improvement, Negotiation, Public Relations, Higher Education, Community Outreach, Government, Policy, Public Speaking, Proposal Writing, Staff Development, Workshop Facilitation, Financial Planning, Research, Business Strategy, Financial Analysis, Due Diligence
Education
Harvard Business School
MBA
University of Virginia School of Law
JD
Virginia Union University
BA
Gallaudet University 2007 - Present
Delon Hampton & Asscociates 2004 - 2008
Merrill Lynch 1984 - 2003
Government of the District of Columbia 1980 - 1984
Skills
Business Development, Strategy, Mergers & Acquisitions, Managerial Finance, Budgets, Recruiting, Organizational..., Performance Management, Strategic Planning, Internal Controls, Restructuring, Sales, Team Building, Entrepreneurship, Volunteer Management, Management, Strategic Financial..., Finance, Grant Writing, Corporate Governance, Change Management, Project Management, Public Policy, Event Planning, Nonprofits, Human Resources, New Business Development, Program Management, Training, Leadership Development, Program Development, Non-profits, Leadership, Fundraising, Performance Improvement, Negotiation, Public Relations, Higher Education, Community Outreach, Government, Policy, Public Speaking, Proposal Writing, Staff Development, Workshop Facilitation, Financial Planning, Research, Business Strategy, Financial Analysis, Due Diligence
Education
Harvard Business School
MBA
University of Virginia School of Law
JD
Virginia Union University
BA
Jill Fadule's Merrill Lynch Experience October 1999 - July 2001
Job Harvard Business School
Industry Higher Education
Experience
Harvard Business School August 2012 - Present
The Charles River Center (formerly Charles River ARC) May 2008 - Present
Merrill Lynch October 1999 - July 2001
Harvard Business School September 1990 - January 1999
Bain & Company 1988 - 1990
Prudential-Bache 1985 - 1987
Skills
Community Outreach, Entrepreneurship, Finance, Financial Services, Fundraising, Management, Nonprofits, Project Management, Public Speaking, Strategic Planning, Strategy, Venture Capital, Research
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), General Management
Princeton University 1981 — 1985
AB, Economics
Harvard Business School August 2012 - Present
The Charles River Center (formerly Charles River ARC) May 2008 - Present
Merrill Lynch October 1999 - July 2001
Harvard Business School September 1990 - January 1999
Bain & Company 1988 - 1990
Prudential-Bache 1985 - 1987
Skills
Community Outreach, Entrepreneurship, Finance, Financial Services, Fundraising, Management, Nonprofits, Project Management, Public Speaking, Strategic Planning, Strategy, Venture Capital, Research
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), General Management
Princeton University 1981 — 1985
AB, Economics
David Weil David Weil's Merrill Lynch Experience January 1994 - September 2003
Job Founder and CEO of iiWisdom
Industry Information Services
Experience
iiWisdom 2013 - Present
Credit Suisse September 2003 - December 2013
Merrill Lynch January 1994 - September 2003
Fidelity Investments May 1992 - 1994
The National Sports Daily May 1989 - May 1991
Skills
Capital Markets, Equities, Asset Management, Valuation, Securities, Corporate Finance, Banking, Mergers & Acquisitions, Venture Capital, Financial Markets, Corporate Development, Funding, Due Diligence, Strategic Planning, Start-ups
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Princeton University 1985 — 1989
AB 1989, History
iiWisdom 2013 - Present
Credit Suisse September 2003 - December 2013
Merrill Lynch January 1994 - September 2003
Fidelity Investments May 1992 - 1994
The National Sports Daily May 1989 - May 1991
Skills
Capital Markets, Equities, Asset Management, Valuation, Securities, Corporate Finance, Banking, Mergers & Acquisitions, Venture Capital, Financial Markets, Corporate Development, Funding, Due Diligence, Strategic Planning, Start-ups
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Princeton University 1985 — 1989
AB 1989, History
Victoria A. Hayes Victoria A. Hayes's Merrill Lynch Experience August 2006 - February 2013
Job Partner & Chief Marketing Officer at JAC Capital Advisors
Industry Investment Management
Experience
JAC Capital Advisors November 2013 - Present
Merrill Lynch August 2006 - February 2013
WR Hambrecht + Co April 2001 - August 2004
Hambrecht & Quist / Chase / JP Morgan July 1996 - April 2001
Merrill Lynch July 1988 - June 1996
Skills
Marketing, Competitive Analysis, Strategy, Sales, Mergers & Acquisitions, Business Strategy, Venture Capital, Start-ups, Investments, Entrepreneurship, Valuation, Management, Private Equity, Leadership, Portfolio Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Wellesley College 1979 — 1983
BA, Economics / Psychology
JAC Capital Advisors November 2013 - Present
Merrill Lynch August 2006 - February 2013
WR Hambrecht + Co April 2001 - August 2004
Hambrecht & Quist / Chase / JP Morgan July 1996 - April 2001
Merrill Lynch July 1988 - June 1996
Skills
Marketing, Competitive Analysis, Strategy, Sales, Mergers & Acquisitions, Business Strategy, Venture Capital, Start-ups, Investments, Entrepreneurship, Valuation, Management, Private Equity, Leadership, Portfolio Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Wellesley College 1979 — 1983
BA, Economics / Psychology
Lauren Ochoa, CFA's Merrill Lynch Experience June 2006 - August 2006
Job MBA Candidate, 2013 | Harvard Business School
Industry Investment Management
Experience
Cantillon Capital Management LLC June 2012 - August 2012
Credit Suisse October 2009 - July 2011
Bank of America - Merrill Lynch June 2007 - October 2009
Merrill Lynch June 2006 - August 2006
GE January 2005 - May 2005
Skills
Valuation, Due Diligence, Investments, Private Equity, Financial Modeling, Mutual Funds, Corporate Development, Emerging Markets, Analysis, Equity Research
Education
Harvard Business School 2011 — 2013
Pennsylvania State University - University Park 2002 — 2006
Bachelors of Science, College of Engineering, Industrial Engineering
Financial Certifications: Series 7, 63, 86, 87
Cantillon Capital Management LLC June 2012 - August 2012
Credit Suisse October 2009 - July 2011
Bank of America - Merrill Lynch June 2007 - October 2009
Merrill Lynch June 2006 - August 2006
GE January 2005 - May 2005
Skills
Valuation, Due Diligence, Investments, Private Equity, Financial Modeling, Mutual Funds, Corporate Development, Emerging Markets, Analysis, Equity Research
Education
Harvard Business School 2011 — 2013
Pennsylvania State University - University Park 2002 — 2006
Bachelors of Science, College of Engineering, Industrial Engineering
Financial Certifications: Series 7, 63, 86, 87
Christine Auh Christine Auh's Merrill Lynch Experience 2002 - 2002
Job Senior Merchandising Manager, Jewelry at Cartier, NA
Industry Luxury Goods & Jewelry
Experience
Cartier, NA July 2011 - July 2015
Coach July 2008 - June 2011
www.chrisauh.com December 2004 - August 2006
Ann Taylor June 2004 - June 2006
Macy's Merchandising Group June 2003 - June 2004
Cynthia Rowley December 2002 - May 2003
Merrill Lynch 2002 - 2002
Skills
Merchandising, Product Development, Sportswear, Cross-functional Team..., Retail, Fashion, Trend Analysis, Trend, Luxury Goods, Jewelry, Brand Management, Handbags, Wholesale, Styling, Management, Marketing Strategy, Sales, Demand Forecasting, Sales Operations, Digital Media
Education
Harvard Business School 2006 — 2008
MBA, General Management
Massachusetts Institute of Technology 1998 — 2002
B.S., Finance, Information Technology, Economics
Seoul International School 1994 — 1998
Cartier, NA July 2011 - July 2015
Coach July 2008 - June 2011
www.chrisauh.com December 2004 - August 2006
Ann Taylor June 2004 - June 2006
Macy's Merchandising Group June 2003 - June 2004
Cynthia Rowley December 2002 - May 2003
Merrill Lynch 2002 - 2002
Skills
Merchandising, Product Development, Sportswear, Cross-functional Team..., Retail, Fashion, Trend Analysis, Trend, Luxury Goods, Jewelry, Brand Management, Handbags, Wholesale, Styling, Management, Marketing Strategy, Sales, Demand Forecasting, Sales Operations, Digital Media
Education
Harvard Business School 2006 — 2008
MBA, General Management
Massachusetts Institute of Technology 1998 — 2002
B.S., Finance, Information Technology, Economics
Seoul International School 1994 — 1998
Duane Jackson Duane Jackson's Merrill Lynch Experience July 2005 - August 2009
Job BDT Capital Partners
Industry Venture Capital & Private Equity
Experience
BDT Capital Partners August 2014 - Present
Vista Equity Partners August 2013 - July 2014
Fireman Capital Partners June 2012 - August 2012
Manasota Capital March 2011 - August 2011
the U.S. Department of the Treasury, Office of Financial Stability October 2009 - March 2011
Merrill Lynch July 2005 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Investments, Bloomberg, Equities, Equity Research
Education
Harvard Business School
MBA
The George Washington University
BBA
Lake Forest Academy
BDT Capital Partners August 2014 - Present
Vista Equity Partners August 2013 - July 2014
Fireman Capital Partners June 2012 - August 2012
Manasota Capital March 2011 - August 2011
the U.S. Department of the Treasury, Office of Financial Stability October 2009 - March 2011
Merrill Lynch July 2005 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Investments, Bloomberg, Equities, Equity Research
Education
Harvard Business School
MBA
The George Washington University
BBA
Lake Forest Academy
Spencer McClung Spencer McClung's Merrill Lynch Experience June 1994 - August 1994
Job COO at Kin Community
Industry Online Media
Experience
Kin Community December 2012 - Present
CERECONS 2009 - 2013
Unlimited Innovations 2009 - 2013
Advisory Firm Three 2008 - 2013
Pacific Crest / Reliance 2002 - 2010
Launch Media, Inc. (Yahoo! Music) 1994 - October 2001
Merrill Lynch June 1994 - August 1994
The Walt Disney Company 1991 - 1993
Trammell Crow Company 1991 - 1991
Skills
Strategy, Business Development, Strategic Partnerships, Entrepreneurship, Strategic Planning, Team Building, Mergers & Acquisitions, Leadership, Marketing, Management Consulting, Finance, Start-ups, Mergers, Digital Media, Product Management, New Business Development, Marketing Strategy, Business Strategy, Professional Services, Corporate Development, Change Management, Executive Management, E-commerce, Financial Analysis, Venture Capital, Training, Business Planning, Analytics, CRM, Account Management, Mobile Devices, Cross-functional Team..., Competitive Analysis, Consulting, SaaS, Real Estate, Integration, Program Management, Business Process..., Business Intelligence
Education
Harvard Business School 1993 — 1995
MBA
Texas A&M University
BBA, Finance, Cum Laude
Newtown High School
Kin Community December 2012 - Present
CERECONS 2009 - 2013
Unlimited Innovations 2009 - 2013
Advisory Firm Three 2008 - 2013
Pacific Crest / Reliance 2002 - 2010
Launch Media, Inc. (Yahoo! Music) 1994 - October 2001
Merrill Lynch June 1994 - August 1994
The Walt Disney Company 1991 - 1993
Trammell Crow Company 1991 - 1991
Skills
Strategy, Business Development, Strategic Partnerships, Entrepreneurship, Strategic Planning, Team Building, Mergers & Acquisitions, Leadership, Marketing, Management Consulting, Finance, Start-ups, Mergers, Digital Media, Product Management, New Business Development, Marketing Strategy, Business Strategy, Professional Services, Corporate Development, Change Management, Executive Management, E-commerce, Financial Analysis, Venture Capital, Training, Business Planning, Analytics, CRM, Account Management, Mobile Devices, Cross-functional Team..., Competitive Analysis, Consulting, SaaS, Real Estate, Integration, Program Management, Business Process..., Business Intelligence
Education
Harvard Business School 1993 — 1995
MBA
Texas A&M University
BBA, Finance, Cum Laude
Newtown High School
Sandra Shih (Shoki Se)'s Merrill Lynch Experience 1995 - 1996
Job Independent Business Consultant
Industry Internet
Experience
Kidz Central Station August 2012 - December 2013
Bluum May 2012 - November 2013
Gilt Groupe 2008 - 2010
Limited Brands 2006 - 2006
Reuters Ltd 2004 - 2006
Reuters Ltd 2001 - 2004
priceline.com 2000 - 2000
Credit Suisse 1996 - 1998
Merrill Lynch 1995 - 1996
Skills
Mandarin, Japanese, Strategy, Business Strategy, Business Development, Start-ups, Entrepreneurship, Product Development, E-commerce, Strategic Planning, Mergers & Acquisitions, Analysis, Negotiation, Strategic Partnerships, Competitive Analysis, Consulting, Management
Education
Harvard Business School 1998 — 2000
MBA
Yale University 1991 — 1995
BA
ASIJ 1987 — 1991
Kidz Central Station August 2012 - December 2013
Bluum May 2012 - November 2013
Gilt Groupe 2008 - 2010
Limited Brands 2006 - 2006
Reuters Ltd 2004 - 2006
Reuters Ltd 2001 - 2004
priceline.com 2000 - 2000
Credit Suisse 1996 - 1998
Merrill Lynch 1995 - 1996
Skills
Mandarin, Japanese, Strategy, Business Strategy, Business Development, Start-ups, Entrepreneurship, Product Development, E-commerce, Strategic Planning, Mergers & Acquisitions, Analysis, Negotiation, Strategic Partnerships, Competitive Analysis, Consulting, Management
Education
Harvard Business School 1998 — 2000
MBA
Yale University 1991 — 1995
BA
ASIJ 1987 — 1991
Ray Joseph's Merrill Lynch Experience July 1994 - August 1997
Job
Industry Investment Management
Experience
UBS Wealth Management August 2012 - Present
AllianceBernstein September 2010 - August 2012
Relay Graduate School of Education (formerly UKA Teacher U) September 2008 - September 2010
Capital Group Companies June 1998 - September 2008
Merrill Lynch July 1994 - August 1997
Skills
Buy-side, Investments, Asset Management, Portfolio Management, Equity Research, Mutual Funds, Equity Capital Markets, Strategic Planning, Fundraising, Higher Education, Asset Managment, Corporate Finance, Financial Modeling, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Investment Strategies, IPO, Investment Management, Finance
Education
Harvard Business School
MBA
Harvard College
AB
St. Paul's School
HS
RFK
UBS Wealth Management August 2012 - Present
AllianceBernstein September 2010 - August 2012
Relay Graduate School of Education (formerly UKA Teacher U) September 2008 - September 2010
Capital Group Companies June 1998 - September 2008
Merrill Lynch July 1994 - August 1997
Skills
Buy-side, Investments, Asset Management, Portfolio Management, Equity Research, Mutual Funds, Equity Capital Markets, Strategic Planning, Fundraising, Higher Education, Asset Managment, Corporate Finance, Financial Modeling, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Investment Strategies, IPO, Investment Management, Finance
Education
Harvard Business School
MBA
Harvard College
AB
St. Paul's School
HS
RFK
Diana Hoskins Schildhouse's Merrill Lynch Experience 2005 - 2005
Job
Industry Consumer Goods
Experience
Mattel, Inc. 2013 - Present
Westfield LLC 2010 - 2012
Westfield LLC 2007 - 2009
Westfield LLC 2006 - 2007
Merrill Lynch 2005 - 2005
The Walt Disney Company 2002 - 2004
The Walt Disney Company 1999 - 2002
Education
Harvard Business School 2004 — 2006
MBA
University of Southern California 1995 — 1999
BS, Finance
Mattel, Inc. 2013 - Present
Westfield LLC 2010 - 2012
Westfield LLC 2007 - 2009
Westfield LLC 2006 - 2007
Merrill Lynch 2005 - 2005
The Walt Disney Company 2002 - 2004
The Walt Disney Company 1999 - 2002
Education
Harvard Business School 2004 — 2006
MBA
University of Southern California 1995 — 1999
BS, Finance
Obi Arinze's Merrill Lynch Experience 1999 - 2001
Job Director at Dell
Industry Information Technology and Services
Experience
Dell 2014 - Present
Visa 2013 - 2014
Visa 2011 - 2013
BMO Harris Bank 2007 - 2011
Boston Consulting Group 2005 - 2007
Boston Consulting Group June 2004 - August 2004
BNP Paribas 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Due Diligence, Mergers, Financial Analysis, Segmentation, Go-to-market Strategy, Performance Improvement, Market Entry, Strategy Development, Consumer Insights, Economics, Financial Modeling, Valuation, Strategic Analysis, Corporate Finance, Strategic Consulting, Business Strategy, Management Consulting, Emerging Markets, Acquisition Integration, Investment Banking, Business Planning, Portfolio Management, Restructuring, Product Strategy, Market Analysis, Strategic Planning, Capital Markets, Product Development, Competitive Analysis, Business Analysis, Forecasting, Organizational Design, Cross-functional Team..., Analytics, Customer Experience, Financial Planning, Corporate Development, Strategy, Financial Services, CRM, Product Management, Mergers & Acquisitions, Business Development, Management, Leadership, Venture Capital, Strategic Partnerships, Analysis, Process Improvement
Education
Harvard Business School 2003 — 2005
MBA
London Metropolitan University
BA, Accounting & Finance
Dell 2014 - Present
Visa 2013 - 2014
Visa 2011 - 2013
BMO Harris Bank 2007 - 2011
Boston Consulting Group 2005 - 2007
Boston Consulting Group June 2004 - August 2004
BNP Paribas 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Due Diligence, Mergers, Financial Analysis, Segmentation, Go-to-market Strategy, Performance Improvement, Market Entry, Strategy Development, Consumer Insights, Economics, Financial Modeling, Valuation, Strategic Analysis, Corporate Finance, Strategic Consulting, Business Strategy, Management Consulting, Emerging Markets, Acquisition Integration, Investment Banking, Business Planning, Portfolio Management, Restructuring, Product Strategy, Market Analysis, Strategic Planning, Capital Markets, Product Development, Competitive Analysis, Business Analysis, Forecasting, Organizational Design, Cross-functional Team..., Analytics, Customer Experience, Financial Planning, Corporate Development, Strategy, Financial Services, CRM, Product Management, Mergers & Acquisitions, Business Development, Management, Leadership, Venture Capital, Strategic Partnerships, Analysis, Process Improvement
Education
Harvard Business School 2003 — 2005
MBA
London Metropolitan University
BA, Accounting & Finance
Sarah Greenhill's Merrill Lynch Experience July 2002 - August 2003
Job Board of Directors at Room to Grow
Industry Investment Management
Experience
Room to Grow June 2011 - Present
MIT Investment Management Company October 2008 - May 2011
New Mountain Capital September 2003 - June 2006
Merrill Lynch July 2002 - August 2003
Education
Harvard Business School 2006 — 2008
MBA
Princeton University 1998 — 2002
AB, Economics
Room to Grow June 2011 - Present
MIT Investment Management Company October 2008 - May 2011
New Mountain Capital September 2003 - June 2006
Merrill Lynch July 2002 - August 2003
Education
Harvard Business School 2006 — 2008
MBA
Princeton University 1998 — 2002
AB, Economics
Orlan Boston's Merrill Lynch Experience May 1995 - September 1996
Job Global Client Service Partner at EY
Industry Management Consulting
Experience
EY December 2014 - Present
Ernst & Young 2012 - Present
Ernst & Young 2012 - Present
Deloitte Consulting June 2010 - 2012
Deloitte Consulting August 1997 - 2012
Deloitte 1997 - 2012
Internet Startup September 1999 - May 2001
Merrill Lynch May 1995 - September 1996
Skills
Strategic Planning, Interviews, Change Management, Strategy, Mergers & Acquisitions, Management Consulting, Leadership, Acquisition Integration, Outsourcing, Mergers, Policy, Medical Devices, Public Speaking, Consulting, Publishing, Personnel Management, Business Strategy, Program Management, Management, Restructuring, Due Diligence, Entrepreneurship, Organizational Design, Business Development, Finance, Business Transformation, Marketing, Corporate Development, Training
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
B.S., Finance & International Business
Harvard Business School Executive Education 2013 — 2013
EY Strategic Leadership Program
INSEAD 2014 — 2014
EY Advanced Business Strategies
EY December 2014 - Present
Ernst & Young 2012 - Present
Ernst & Young 2012 - Present
Deloitte Consulting June 2010 - 2012
Deloitte Consulting August 1997 - 2012
Deloitte 1997 - 2012
Internet Startup September 1999 - May 2001
Merrill Lynch May 1995 - September 1996
Skills
Strategic Planning, Interviews, Change Management, Strategy, Mergers & Acquisitions, Management Consulting, Leadership, Acquisition Integration, Outsourcing, Mergers, Policy, Medical Devices, Public Speaking, Consulting, Publishing, Personnel Management, Business Strategy, Program Management, Management, Restructuring, Due Diligence, Entrepreneurship, Organizational Design, Business Development, Finance, Business Transformation, Marketing, Corporate Development, Training
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
B.S., Finance & International Business
Harvard Business School Executive Education 2013 — 2013
EY Strategic Leadership Program
INSEAD 2014 — 2014
EY Advanced Business Strategies
Valerie Galinskaya's Merrill Lynch Experience January 2010 - August 2010
Job Director, Center for Family Wealth Dynamics & Governance™ at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
The Boston Consulting Group July 2014 - October 2014
The Boston Consulting Group July 2012 - July 2014
Bloomberg June 2011 - August 2011
Merrill Lynch January 2010 - August 2010
Merrill Lynch December 2008 - January 2010
Merrill Lynch December 2006 - December 2008
Merrill Lynch May 2006 - December 2006
Bain & Company June 2005 - May 2006
Altria May 2004 - June 2005
Skills
Financial Analysis, Private Equity, Corporate Communications, Business Development, Investments, Financial Modeling, Strategy, Valuation, Due Diligence, Corporate Finance, Business Strategy, Management Consulting, Corporate Development, Investment Banking, Emerging Markets, Public Relations, Program Management, Private Banking
Education
Harvard Business School 2010 — 2012
MBA, General Management
New York University - Leonard N. Stern School of Business 2003 — 2006
B.S., Finance and Marketing; Minor in Psychology
Bank of America Merrill Lynch October 2014 - Present
The Boston Consulting Group July 2014 - October 2014
The Boston Consulting Group July 2012 - July 2014
Bloomberg June 2011 - August 2011
Merrill Lynch January 2010 - August 2010
Merrill Lynch December 2008 - January 2010
Merrill Lynch December 2006 - December 2008
Merrill Lynch May 2006 - December 2006
Bain & Company June 2005 - May 2006
Altria May 2004 - June 2005
Skills
Financial Analysis, Private Equity, Corporate Communications, Business Development, Investments, Financial Modeling, Strategy, Valuation, Due Diligence, Corporate Finance, Business Strategy, Management Consulting, Corporate Development, Investment Banking, Emerging Markets, Public Relations, Program Management, Private Banking
Education
Harvard Business School 2010 — 2012
MBA, General Management
New York University - Leonard N. Stern School of Business 2003 — 2006
B.S., Finance and Marketing; Minor in Psychology
Sergio Della Zassa's Merrill Lynch Experience June 2010 - September 2010
Job Director of Strategy at Zoetis
Industry Pharmaceuticals
Experience
Zoetis September 2014 - Present
McKinsey & Company November 2010 - May 2014
Merrill Lynch June 2010 - September 2010
McKinsey & Company May 2006 - May 2008
Skills
Management Consulting, Strategy, Financial Modeling, Business Strategy, Market Entry, Valuation, Due Diligence, Private Equity, Corporate Development, Start-ups, Venture Capital
Education
Harvard Business School 2008 — 2010
MBA
Politecnico di Milano 2003 — 2006
Master of Science (MS), Mechanical Engineering, 110/100 cum laude
KTH Royal Institute of Technology 2003 — 2004
Master of Science (MS), Mechanical Engineering
Collegio di Milano 2003 — 2003
Politecnico di Milano 2000 — 2003
Bachelor of Science (BS), Mechanical Engineering, 110/110 cum laude
Zoetis September 2014 - Present
McKinsey & Company November 2010 - May 2014
Merrill Lynch June 2010 - September 2010
McKinsey & Company May 2006 - May 2008
Skills
Management Consulting, Strategy, Financial Modeling, Business Strategy, Market Entry, Valuation, Due Diligence, Private Equity, Corporate Development, Start-ups, Venture Capital
Education
Harvard Business School 2008 — 2010
MBA
Politecnico di Milano 2003 — 2006
Master of Science (MS), Mechanical Engineering, 110/100 cum laude
KTH Royal Institute of Technology 2003 — 2004
Master of Science (MS), Mechanical Engineering
Collegio di Milano 2003 — 2003
Politecnico di Milano 2000 — 2003
Bachelor of Science (BS), Mechanical Engineering, 110/110 cum laude
Cynthia Hallenbeck's Merrill Lynch Experience 1999 - 2001
Job CFO at Environmental Defense Fund
Industry Nonprofit Organization Management
Experience
Environmental Defense Fund January 2014 - Present
Walker & Dunlop December 2010 - Present
HBS Women's Association of Greater New York June 2010 - May 2012
Council for Economic Education August 2010 - January 2012
Citigroup 2007 - 2008
Citigroup 2005 - 2006
Citigroup 2002 - 2005
Refco 2001 - 2001
Merrill Lynch 1999 - 2001
Merrill Lynch 1993 - 1997
Skills
Capital Markets, Finance, Treasury Management, Asset Managment, Options, Valuation, Portfolio Management, Corporate Finance, Management, Investment Banking, Investments, Private Equity, Financial Modeling, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School
MBA
Smith College
BA, Economics
Harley School
High School
Environmental Defense Fund January 2014 - Present
Walker & Dunlop December 2010 - Present
HBS Women's Association of Greater New York June 2010 - May 2012
Council for Economic Education August 2010 - January 2012
Citigroup 2007 - 2008
Citigroup 2005 - 2006
Citigroup 2002 - 2005
Refco 2001 - 2001
Merrill Lynch 1999 - 2001
Merrill Lynch 1993 - 1997
Skills
Capital Markets, Finance, Treasury Management, Asset Managment, Options, Valuation, Portfolio Management, Corporate Finance, Management, Investment Banking, Investments, Private Equity, Financial Modeling, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School
MBA
Smith College
BA, Economics
Harley School
High School
Anisha Bhargava's Merrill Lynch Experience 1998 - 1998
Job Independent Consultant at eCommerce Consultant
Industry Retail
Experience
Independent Consultant November 2011 - Present
Diapers.com / Yoyo.com (Amazon.com) May 2009 - October 2011
Atari, Inc. August 2008 - 2009
Toys R Us August 2007 - August 2008
American Express June 2006 - August 2006
Warner Music Group July 2003 - August 2005
Bear Stearns 2001 - 2003
Fitch Ratings 1999 - 2000
Merrill Lynch 1998 - 1998
Education
Harvard Business School 2005 — 2007
MBA
University of Michigan 1997 — 2001
Independent Consultant November 2011 - Present
Diapers.com / Yoyo.com (Amazon.com) May 2009 - October 2011
Atari, Inc. August 2008 - 2009
Toys R Us August 2007 - August 2008
American Express June 2006 - August 2006
Warner Music Group July 2003 - August 2005
Bear Stearns 2001 - 2003
Fitch Ratings 1999 - 2000
Merrill Lynch 1998 - 1998
Education
Harvard Business School 2005 — 2007
MBA
University of Michigan 1997 — 2001
Dan Chace's Merrill Lynch Experience 1997 - 1998
Job Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors December 2003 - Present
Wasatch Advisors June 2002 - December 2003
SG Cowen 1998 - 2000
Merrill Lynch 1997 - 1998
Oppenheimer Investments 1996 - 1997
Peace Corps 1994 - 1996
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Emerging Markets, Private Equity, Alternative Investments, Equity Research, Hedge Funds, Asset Allocation, Mutual Funds, Venture Capital, Fixed Income
Education
Harvard Business School 2000 — 2002
MBA
Pomona College 1988 — 1992
BA, Cultural Anthropology
Wasatch Advisors December 2003 - Present
Wasatch Advisors June 2002 - December 2003
SG Cowen 1998 - 2000
Merrill Lynch 1997 - 1998
Oppenheimer Investments 1996 - 1997
Peace Corps 1994 - 1996
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Emerging Markets, Private Equity, Alternative Investments, Equity Research, Hedge Funds, Asset Allocation, Mutual Funds, Venture Capital, Fixed Income
Education
Harvard Business School 2000 — 2002
MBA
Pomona College 1988 — 1992
BA, Cultural Anthropology
Eiichiro Kuwana's Merrill Lynch Experience July 1986 - July 1990
Job President and Founding Principal, Cook Pine Capital LLC
Industry Investment Management
Experience
Cook Pine Capital LLC December 2004 - Present
Goldman Sachs August 1992 - November 2004
Goldman Sachs (Japan) 1993 - 2002
Merrill Lynch July 1986 - July 1990
Skills
Hedge Funds, Investment Banking, Venture Capital, Private Equity, Asset Managment, Alternative Investments, Family Office, Investment Strategies, Equity Research, Start-ups, Valuation, Investment Management, Entrepreneurship, Portfolio Management, Investments, Emerging Markets, Asset Management, Mergers & Acquisitions, Capital Raising, Equities, Due Diligence, Capital Markets, Fixed Income, Private Placements, Asset Allocation, Corporate Development, Derivatives, Strategy, Investment Advisory
Education
Harvard Business School 1990 — 1992
MBA
Harvard University 1982 — 1986
AB, East Asian Studies/Economics
Phillips Exeter Academy 1978 — 1982
Riverdale Country School 1975 — 1978
Japanese Weekend School 1970 — 1978
Yonkers PS 30 1970 — 1975
Cook Pine Capital LLC December 2004 - Present
Goldman Sachs August 1992 - November 2004
Goldman Sachs (Japan) 1993 - 2002
Merrill Lynch July 1986 - July 1990
Skills
Hedge Funds, Investment Banking, Venture Capital, Private Equity, Asset Managment, Alternative Investments, Family Office, Investment Strategies, Equity Research, Start-ups, Valuation, Investment Management, Entrepreneurship, Portfolio Management, Investments, Emerging Markets, Asset Management, Mergers & Acquisitions, Capital Raising, Equities, Due Diligence, Capital Markets, Fixed Income, Private Placements, Asset Allocation, Corporate Development, Derivatives, Strategy, Investment Advisory
Education
Harvard Business School 1990 — 1992
MBA
Harvard University 1982 — 1986
AB, East Asian Studies/Economics
Phillips Exeter Academy 1978 — 1982
Riverdale Country School 1975 — 1978
Japanese Weekend School 1970 — 1978
Yonkers PS 30 1970 — 1975
R Scott McKenzie's Merrill Lynch Experience 1986 - 1996
Job Trader
Industry Financial Services
Experience
National Alliance Capital Markets April 2013 - July 2014
Tera Exchange May 2012 - March 2013
Jefferies & Company April 2010 - January 2012
Beechwood Trading June 2005 - March 2010
Platinum Global Limited September 2002 - May 2005
HVB Bank May 2001 - May 2002
Bear Stearns 1996 - 1998
Merrill Lynch 1986 - 1996
Skills
Emerging Markets, Structured Products, FX Derivatives, Trading, Derivatives, Credit Derivatives, Asset Managment, Fixed Income, Financial Structuring, Options, Bonds, FX Options, Investments, Securities, Series 7, Portfolio Management, Financial Markets, Commodity, Equity Trading, Currency, Asset Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, Engineering and Applied Science
National Alliance Capital Markets April 2013 - July 2014
Tera Exchange May 2012 - March 2013
Jefferies & Company April 2010 - January 2012
Beechwood Trading June 2005 - March 2010
Platinum Global Limited September 2002 - May 2005
HVB Bank May 2001 - May 2002
Bear Stearns 1996 - 1998
Merrill Lynch 1986 - 1996
Skills
Emerging Markets, Structured Products, FX Derivatives, Trading, Derivatives, Credit Derivatives, Asset Managment, Fixed Income, Financial Structuring, Options, Bonds, FX Options, Investments, Securities, Series 7, Portfolio Management, Financial Markets, Commodity, Equity Trading, Currency, Asset Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Yale University 1977 — 1981
BA, Engineering and Applied Science
Paayal Desai's Merrill Lynch Experience 2005 - 2006
Job Director, CoBrand Emerging Partnerships and Digital Development at American Express
Industry Financial Services
Experience
American Express July 2014 - Present
American Express July 2011 - July 2014
Unilever 2010 - 2011
Procter and Gamble 2009 - 2009
American Express 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch Investment Mangers 2003 - 2005
Skills
Product Management, New Product Development, Digital Marketing, Product Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Cross-functional Team..., Brand Management, Strategic Influence, Customer Insight, Competitive Analysis, P&L Management, Financial Modeling
Education
Harvard Business School 2008 — 2010
MBA
University of Pennsylvania
Bachelor's Degree, summa cum laude, Dean's list (4 years)
American Express July 2014 - Present
American Express July 2011 - July 2014
Unilever 2010 - 2011
Procter and Gamble 2009 - 2009
American Express 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch Investment Mangers 2003 - 2005
Skills
Product Management, New Product Development, Digital Marketing, Product Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Cross-functional Team..., Brand Management, Strategic Influence, Customer Insight, Competitive Analysis, P&L Management, Financial Modeling
Education
Harvard Business School 2008 — 2010
MBA
University of Pennsylvania
Bachelor's Degree, summa cum laude, Dean's list (4 years)
Steven J. Collins's Merrill Lynch Experience July 1993 - July 1995
Job Advent International
Industry Investment Management
Experience
Advent International July 1995 - Present
Merrill Lynch July 1993 - July 1995
Skills
LBO, Corporate Development, Investments, Private Equity, Venture Capital, Investment Banking, Corporate Finance, Valuation, Financial Modeling
Education
Harvard Business School 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1992
BA, School of Arts & Sciences - Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS, Business
Advent International July 1995 - Present
Merrill Lynch July 1993 - July 1995
Skills
LBO, Corporate Development, Investments, Private Equity, Venture Capital, Investment Banking, Corporate Finance, Valuation, Financial Modeling
Education
Harvard Business School 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1992
BA, School of Arts & Sciences - Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS, Business
Nin Desai's Merrill Lynch Experience May 2002 - July 2005
Job CEO at NIN Ventures
Industry Venture Capital & Private Equity
Experience
NIN Ventures September 2013 - Present
Alpha Capital Partners September 2007 - Present
Pacific Crest Securities October 2005 - September 2007
Merrill Lynch May 2002 - July 2005
Skills
Investment Banking, Corporate Finance, IPO, Corporate Development, Private Placements, Finance, Strategy, Capital, Private Equity, Financial Modeling, Mergers, Valuation, Venture Capital, Investments, Due Diligence
Education
Harvard Business School 2012 — 2012
Leadership in Private Equity & Venture Capital
Loyola University Chicago 2000 — 2004
B.B.A, M.B.A, Finance, Marketing & International Business
IBM 2000 — 2000
E- Commerce, Microsoft Certified Systems Engineer (MCSE)
NIN Ventures September 2013 - Present
Alpha Capital Partners September 2007 - Present
Pacific Crest Securities October 2005 - September 2007
Merrill Lynch May 2002 - July 2005
Skills
Investment Banking, Corporate Finance, IPO, Corporate Development, Private Placements, Finance, Strategy, Capital, Private Equity, Financial Modeling, Mergers, Valuation, Venture Capital, Investments, Due Diligence
Education
Harvard Business School 2012 — 2012
Leadership in Private Equity & Venture Capital
Loyola University Chicago 2000 — 2004
B.B.A, M.B.A, Finance, Marketing & International Business
IBM 2000 — 2000
E- Commerce, Microsoft Certified Systems Engineer (MCSE)
Ness Okonkwo's Merrill Lynch Experience 2012 - Present
Job Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Morgan Stanley 2010 - 2012
Citi Private Bank 2005 - 2010
Education
Harvard Business School 1999 — 2001
MBA
University of California, Los Angeles 1992 — 1995
BA, International Economics
Merrill Lynch 2012 - Present
Morgan Stanley 2010 - 2012
Citi Private Bank 2005 - 2010
Education
Harvard Business School 1999 — 2001
MBA
University of California, Los Angeles 1992 — 1995
BA, International Economics
Derek Bruton's Merrill Lynch Experience August 2001 - March 2004
Job Chief Executive Officer at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Ken Kapadia's Merrill Lynch Experience December 2005 - December 2006
Job Experienced Strategy, Finance, Investment Banking/M&A, and Private Equity Professional
Industry Financial Services
Experience
Amgen September 2011 - Present
Wilshire Private Markets January 2008 - September 2010
Merrill Lynch December 2005 - December 2006
Montgomery & Co., LLC September 2004 - November 2005
J.P. Morgan December 2003 - May 2004
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Strategy, Due Diligence, Investment Banking, Valuation, Corporate Finance, Market Research, Investments, Financial Analysis, Finance, Corporate Development, Business Development, Portfolio Management, Competitive Analysis, Risk Management, Entrepreneurship, Venture Capital, Business Strategy, Strategic Planning, Business Analysis, Analytics, Equities, Capital Markets, Digital Media, Start-ups, Management, M&A Negotiations, Budgeting, Financial Statements, Growth Strategy, Project Management, Cross-Functional...
Education
Harvard Business School Executive Education
Program for Leadership Development
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management, 3.6/4.0
Southern Methodist University 2002 — 2004
BBA, Finance, 3.7/4.0
Amgen September 2011 - Present
Wilshire Private Markets January 2008 - September 2010
Merrill Lynch December 2005 - December 2006
Montgomery & Co., LLC September 2004 - November 2005
J.P. Morgan December 2003 - May 2004
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Strategy, Due Diligence, Investment Banking, Valuation, Corporate Finance, Market Research, Investments, Financial Analysis, Finance, Corporate Development, Business Development, Portfolio Management, Competitive Analysis, Risk Management, Entrepreneurship, Venture Capital, Business Strategy, Strategic Planning, Business Analysis, Analytics, Equities, Capital Markets, Digital Media, Start-ups, Management, M&A Negotiations, Budgeting, Financial Statements, Growth Strategy, Project Management, Cross-Functional...
Education
Harvard Business School Executive Education
Program for Leadership Development
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management, 3.6/4.0
Southern Methodist University 2002 — 2004
BBA, Finance, 3.7/4.0
Warren Romine's Merrill Lynch Experience 1997 - 1999
Job Managing Director at FBR & Co.
Industry Investment Banking
Experience
FBR August 2013 - Present
DC Action for Children December 2011 - Present
Relm Wireless Corporation August 2006 - January 2014
Houlihan Lokey April 2005 - August 2013
Jefferies & Company January 2000 - April 2005
Merrill Lynch 1997 - 1999
Merrill Lynch 1993 - 1995
Skills
Debt, Corporate Development, Private Equity, Investment Banking, Valuation, Mergers, Aerospace, Defense and..., Mergers & Acquisitions, LBO, Management, M&A experience, Investments, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Morehouse College 1989 — 1993
BA, Accounting
FBR August 2013 - Present
DC Action for Children December 2011 - Present
Relm Wireless Corporation August 2006 - January 2014
Houlihan Lokey April 2005 - August 2013
Jefferies & Company January 2000 - April 2005
Merrill Lynch 1997 - 1999
Merrill Lynch 1993 - 1995
Skills
Debt, Corporate Development, Private Equity, Investment Banking, Valuation, Mergers, Aerospace, Defense and..., Mergers & Acquisitions, LBO, Management, M&A experience, Investments, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Morehouse College 1989 — 1993
BA, Accounting
Sandra Givas's Merrill Lynch Experience January 2006 - April 2010
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - April 2010
Merrill Lynch February 2003 - January 2006
Merrill Lynch January 2002 - February 2003
Merrill Lynch January 1998 - January 2002
Skills
Series 66, Series 7, Series 24, Securities, Call Center, Six Sigma, Project Coordination, Mutual Funds, Finance, Training, Financial Advisory, Management, Wealth Management, Financial Services, Leadership, Call Centers, Equities, Banking, Process Improvement, Portfolio Management, Risk Management, Investments
Education
Webster University 1996 — 1998
MBA, Business Administration
Ithaca College 1983 — 1987
Health, Human Movement, Physical Education and Fitness (Teaching)
Harvard Business School 2006 — 2006
Certification, Global Management Experience Program
Six Sigma 2002 — 2003
Certification, Six Sigma Green Belt
Dale Carnegie 2007 — 2007
Certification, Global Leader in Busienss
Merrill Lynch January 2006 - April 2010
Merrill Lynch February 2003 - January 2006
Merrill Lynch January 2002 - February 2003
Merrill Lynch January 1998 - January 2002
Skills
Series 66, Series 7, Series 24, Securities, Call Center, Six Sigma, Project Coordination, Mutual Funds, Finance, Training, Financial Advisory, Management, Wealth Management, Financial Services, Leadership, Call Centers, Equities, Banking, Process Improvement, Portfolio Management, Risk Management, Investments
Education
Webster University 1996 — 1998
MBA, Business Administration
Ithaca College 1983 — 1987
Health, Human Movement, Physical Education and Fitness (Teaching)
Harvard Business School 2006 — 2006
Certification, Global Management Experience Program
Six Sigma 2002 — 2003
Certification, Six Sigma Green Belt
Dale Carnegie 2007 — 2007
Certification, Global Leader in Busienss
Daniel Rice's Merrill Lynch Experience July 1996 - June 1998
Job Managing Member at Rice Industries LLC
Industry Investment Management
Experience
Rice Industries LLC October 2012 - Present
CLM Industries LLC July 2009 - Present
Ancos October 2012 - Present
First Reserve Corporation January 2006 - July 2009
Apollo Management August 2002 - January 2006
Tyco International August 1998 - June 2000
Merrill Lynch July 1996 - June 1998
Skills
Business Development, Finance
Education
Harvard Business School 2000 — 2002
MBA
Middlebury College 1992 — 1996
BA
Rice Industries LLC October 2012 - Present
CLM Industries LLC July 2009 - Present
Ancos October 2012 - Present
First Reserve Corporation January 2006 - July 2009
Apollo Management August 2002 - January 2006
Tyco International August 1998 - June 2000
Merrill Lynch July 1996 - June 1998
Skills
Business Development, Finance
Education
Harvard Business School 2000 — 2002
MBA
Middlebury College 1992 — 1996
BA
Mitchell Hara's Merrill Lynch Experience 1999 - 2002
Job Senior Corporate Strategy, Finance, M&A and Investment Executive with Extensive Retail, CPG, Media & Internet Experience
Industry Financial Services
Experience
HSN, INC. April 2011 - December 2014
Peter J. Solomon Company September 2007 - April 2011
Citigroup 2004 - 2007
Merrill Lynch 1999 - 2002
Peter J. Solomon Company 1996 - 1999
Wasserstein Perella 1993 - 1996
Citicorp International Group, KK 1989 - 1991
Citicorp / Citibank, NA. 1986 - 1989
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Leveraged Finance, Mergers, Corporate Development, Corporate Finance, Structured Finance, Investments, Venture Capital, Financial Modeling, Business Strategy, Private Placements, M&A experience, Strategy, Financial Structuring, Due Diligence, IPO, Valuation, Emerging Markets, Acquisitions, Entrepreneurship, Financial Analysis, Strategic Planning, Banking, Start-ups, Executive Management, Finance, Hedge Funds, Investor Relations, Divestitures, Securities, Capital Markets, Restructuring, Asset Management, Management, Equities, Strategic Partnerships, Business Development, Leadership, E-commerce, Multi-channel Retail, Retail, Digital Video, Mobile Commerce
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Language, Japanese
Syracuse University - Martin J. Whitman School of Management
BS, Finance
HSN, INC. April 2011 - December 2014
Peter J. Solomon Company September 2007 - April 2011
Citigroup 2004 - 2007
Merrill Lynch 1999 - 2002
Peter J. Solomon Company 1996 - 1999
Wasserstein Perella 1993 - 1996
Citicorp International Group, KK 1989 - 1991
Citicorp / Citibank, NA. 1986 - 1989
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Leveraged Finance, Mergers, Corporate Development, Corporate Finance, Structured Finance, Investments, Venture Capital, Financial Modeling, Business Strategy, Private Placements, M&A experience, Strategy, Financial Structuring, Due Diligence, IPO, Valuation, Emerging Markets, Acquisitions, Entrepreneurship, Financial Analysis, Strategic Planning, Banking, Start-ups, Executive Management, Finance, Hedge Funds, Investor Relations, Divestitures, Securities, Capital Markets, Restructuring, Asset Management, Management, Equities, Strategic Partnerships, Business Development, Leadership, E-commerce, Multi-channel Retail, Retail, Digital Video, Mobile Commerce
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Language, Japanese
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Stephen Loughran's Merrill Lynch Experience 1992 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1992 - Present
US Navy Reserve 1984 - 2014
Kidder, Peabody 1986 - 1990
IBM 1982 - 1986
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
A.B., Economics
Merrill Lynch 1992 - Present
US Navy Reserve 1984 - 2014
Kidder, Peabody 1986 - 1990
IBM 1982 - 1986
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
A.B., Economics
Roberts Brokaw III's Merrill Lynch Experience September 1974 - March 1997
Job Managing Director, Roberts Brokaw LLC
Industry Investment Banking
Experience
Roberts Brokaw LLC September 2002 - Present
Analysis Group 2010 - Present
The Michel-Shaked Group 2002 - Present
Delaware Art Museum June 2011 - Present
OperaDelaware June 2011 - Present
Music with a Mission 2012 - Present
Bear Stearns May 2000 - April 2002
NYU Stern School of Business February 1997 - June 2000
PaineWebber April 1997 - April 2000
Merrill Lynch September 1974 - March 1997
Skills
Investment Banking, Corporate Finance, Mergers, Valuation, Bankruptcy, Capital Markets, Private Equity, Private Placements, Investment Banking..., Convertible Securities, Due Diligence Standards, Complex Equity..., Spin-offs, Financial Structuring, Investments, Fixed Income, Mergers & Acquisitions, Finance, Equities, Strategy, Divestitures, Business Valuation, Financial Advisory, Emerging Markets, Due Diligence, Restructuring, Securities, Structured Finance, IPO, Alternative Investments, Hedge Funds
Education
Harvard Business School 1972 — 1974
MBA, Finance
Yale University 1968 — 1972
BA & MA (Joint), Economics
Tower Hill 1956 — 1968
Roberts Brokaw LLC September 2002 - Present
Analysis Group 2010 - Present
The Michel-Shaked Group 2002 - Present
Delaware Art Museum June 2011 - Present
OperaDelaware June 2011 - Present
Music with a Mission 2012 - Present
Bear Stearns May 2000 - April 2002
NYU Stern School of Business February 1997 - June 2000
PaineWebber April 1997 - April 2000
Merrill Lynch September 1974 - March 1997
Skills
Investment Banking, Corporate Finance, Mergers, Valuation, Bankruptcy, Capital Markets, Private Equity, Private Placements, Investment Banking..., Convertible Securities, Due Diligence Standards, Complex Equity..., Spin-offs, Financial Structuring, Investments, Fixed Income, Mergers & Acquisitions, Finance, Equities, Strategy, Divestitures, Business Valuation, Financial Advisory, Emerging Markets, Due Diligence, Restructuring, Securities, Structured Finance, IPO, Alternative Investments, Hedge Funds
Education
Harvard Business School 1972 — 1974
MBA, Finance
Yale University 1968 — 1972
BA & MA (Joint), Economics
Tower Hill 1956 — 1968
Naomi Sachs's Merrill Lynch Experience 1994 - 2001
Job Chief Operating Officer
Industry Internet
Experience
Sittercity October 2012 - Present
Sittercity February 2012 - October 2012
Tribune Company May 2005 - October 2011
Merrill Lynch 1994 - 2001
New York Times 1990 - 1992
Education
Harvard Business School 1992 — 1994
MBA
Yale University 1986 — 1990
Bachelor of Arts, Economics & Political Science
Sittercity October 2012 - Present
Sittercity February 2012 - October 2012
Tribune Company May 2005 - October 2011
Merrill Lynch 1994 - 2001
New York Times 1990 - 1992
Education
Harvard Business School 1992 — 1994
MBA
Yale University 1986 — 1990
Bachelor of Arts, Economics & Political Science
Jeff Mandelbaum's Merrill Lynch Experience 1998 - 2000
Job Partner at Mandelbaum & Mandelbaum
Industry Real Estate
Experience
Mandelbaum & Mandelbaum 2006 - Present
Paramount Country Club July 2009 - Present
Tishman Speyer 2004 - 2006
Merrill Lynch 1998 - 2000
Education
Harvard Business School 2001 — 2004
MBA
Harvard Law School 2000 — 2004
JD
Princeton University 1994 — 1998
Pingry
Mandelbaum & Mandelbaum 2006 - Present
Paramount Country Club July 2009 - Present
Tishman Speyer 2004 - 2006
Merrill Lynch 1998 - 2000
Education
Harvard Business School 2001 — 2004
MBA
Harvard Law School 2000 — 2004
JD
Princeton University 1994 — 1998
Pingry
Tanya Pulver's Merrill Lynch Experience 1995 - 1997
Job Managing Member at Pulver Capital Management
Industry Financial Services
Experience
Pulver Capital Management LLC October 2009 - Present
Dry Brook Capital Management (subsequently Citigroup, Inc.) 2007 - 2009
Angelo, Gordon & Co. 2004 - 2007
Morgan Stanley 1997 - 2004
Merrill Lynch 1995 - 1997
L.E.K. Consulting September 1991 - August 1993
The Walt Disney Company September 1990 - August 1991
Skills
Hedge Funds, Private Equity, Investments, Mutual Funds, Equities, Fixed Income, Alternative Investments, Asset Managment, Portfolio Management, Due Diligence, Financial Analysis, Asset Allocation, Derivatives, Restructuring, Risk Management, Trading, Equity Research, Finance, Credit Derivatives, Credit, Capital Markets, Securities
Education
Harvard Business School 1993 — 1995
M.B.A.
Stanford University 1985 — 1990
B.S., Mathematical & Computational Sciences
Pulver Capital Management LLC October 2009 - Present
Dry Brook Capital Management (subsequently Citigroup, Inc.) 2007 - 2009
Angelo, Gordon & Co. 2004 - 2007
Morgan Stanley 1997 - 2004
Merrill Lynch 1995 - 1997
L.E.K. Consulting September 1991 - August 1993
The Walt Disney Company September 1990 - August 1991
Skills
Hedge Funds, Private Equity, Investments, Mutual Funds, Equities, Fixed Income, Alternative Investments, Asset Managment, Portfolio Management, Due Diligence, Financial Analysis, Asset Allocation, Derivatives, Restructuring, Risk Management, Trading, Equity Research, Finance, Credit Derivatives, Credit, Capital Markets, Securities
Education
Harvard Business School 1993 — 1995
M.B.A.
Stanford University 1985 — 1990
B.S., Mathematical & Computational Sciences
Marty Fridson's Merrill Lynch Experience 1989 - 2002
Job Chief Investment Officer at Lehmann, Livian, Fridson Advisors LLC
Industry Financial Services
Experience
Lehmann, Livian, Fridson Advisors LLC April 2014 - Present
FridsonVision LLC August 2012 - Present
BNP Paribas Investment Partners 2010 - 2012
Fridson Investment Advisors 2008 - 2010
FridsonVision LLC 2002 - 2008
Merrill Lynch 1989 - 2002
Morgan Stanley 1984 - 1989
Salomon Brothers 1981 - 1984
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investments, Capital Markets, Equities, Private Equity, Valuation, Structured Finance, Investment Banking, Investment Management, Financial Statement..., Published Author, Asset Management, Emerging Markets, High Yield Bonds, Bonds, Fixed Income, Equity Research, Bloomberg, Corporate Finance, Asset Allocation, Securities, Risk Management, Mutual Funds, Derivatives, Equity Derivatives, Economics, Structured Products, Financial Markets, Financial Structuring, Mergers & Acquisitions, Fund Of Funds, High Yield, Financial Modeling, FX Options, Options, Finance, Financial Risk, Due Diligence, Trading, Credit, Credit Analysis, Venture Capital, Investment Advisory, Wealth Management
Education
Harvard Business School 1974 — 1976
Master of Business Administration (MBA)
Harvard College 1970 — 1974
Bachelor's degree, History
Lehmann, Livian, Fridson Advisors LLC April 2014 - Present
FridsonVision LLC August 2012 - Present
BNP Paribas Investment Partners 2010 - 2012
Fridson Investment Advisors 2008 - 2010
FridsonVision LLC 2002 - 2008
Merrill Lynch 1989 - 2002
Morgan Stanley 1984 - 1989
Salomon Brothers 1981 - 1984
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investments, Capital Markets, Equities, Private Equity, Valuation, Structured Finance, Investment Banking, Investment Management, Financial Statement..., Published Author, Asset Management, Emerging Markets, High Yield Bonds, Bonds, Fixed Income, Equity Research, Bloomberg, Corporate Finance, Asset Allocation, Securities, Risk Management, Mutual Funds, Derivatives, Equity Derivatives, Economics, Structured Products, Financial Markets, Financial Structuring, Mergers & Acquisitions, Fund Of Funds, High Yield, Financial Modeling, FX Options, Options, Finance, Financial Risk, Due Diligence, Trading, Credit, Credit Analysis, Venture Capital, Investment Advisory, Wealth Management
Education
Harvard Business School 1974 — 1976
Master of Business Administration (MBA)
Harvard College 1970 — 1974
Bachelor's degree, History
Barry Korn's Merrill Lynch Experience July 1994 - July 1996
Job Restaurant Finance
Industry Restaurants
Experience
The Meatball Shop October 2013 - August 2015
wichcraft October 2011 - September 2013
Self Employed 2009 - October 2011
Octavia's Porch July 2010 - June 2011
The Printz Group January 2010 - June 2011
Peter J. Solomon Company February 2006 - July 2008
The Blackstone Group July 1996 - February 2006
Merrill Lynch July 1994 - July 1996
Booz Allen Hamilton June 1990 - June 1992
Skills
Finance, Human Resources, Investment Banking, Restructuring, Business Planning, Private Equity, Management, Strategic Planning, Analysis, Financial Reporting, Forecasting, Mergers
Education
Harvard Business School 1992 — 1994
Master of Business Administration (M.B.A.)
University of Pennsylvania 1986 — 1990
BA / BS, Mathematics (Arts & Science) and Finance (Wharton)
Milton Academy 1982 — 1986
High School
The Meatball Shop October 2013 - August 2015
wichcraft October 2011 - September 2013
Self Employed 2009 - October 2011
Octavia's Porch July 2010 - June 2011
The Printz Group January 2010 - June 2011
Peter J. Solomon Company February 2006 - July 2008
The Blackstone Group July 1996 - February 2006
Merrill Lynch July 1994 - July 1996
Booz Allen Hamilton June 1990 - June 1992
Skills
Finance, Human Resources, Investment Banking, Restructuring, Business Planning, Private Equity, Management, Strategic Planning, Analysis, Financial Reporting, Forecasting, Mergers
Education
Harvard Business School 1992 — 1994
Master of Business Administration (M.B.A.)
University of Pennsylvania 1986 — 1990
BA / BS, Mathematics (Arts & Science) and Finance (Wharton)
Milton Academy 1982 — 1986
High School
Lisa Cleveland's Merrill Lynch Experience July 1986 - September 1994
Job
Industry Management Consulting
Experience
a. network development - ny llc September 1994 - Present
Sustainable Modern Villages, Inc. April 2010 - Present
Cleveland Hickman Dev Co July 2005 - December 2010
VeerHouse USA 2005 - October 2010
Rush Communications 2003 - 2005
Hall International Partners 1996 - 1998
Merrill Lynch July 1986 - September 1994
The Fish Bowl 1986 - 1994
Skills
Business Strategy, Start-ups, Marketing Management, Cross-functional Team..., Marketing, Management, Strategy, Leadership, Real Estate Development, Mergers & Acquisitions, Real Estate, Analysis, Entrepreneurship, Strategic Planning, Venture Capital
Education
Harvard Law School 1989 — 1992
JD, International Business and Human Rights Law
Harvard Business School 1988 — 1992
MBA, Entrepreneurial Management and Finance
Yale University 1982 — 1986
BA, English
Georgetown Day School 1975 — 1982
High School Degree, 6th - 12th Grades
a. network development - ny llc September 1994 - Present
Sustainable Modern Villages, Inc. April 2010 - Present
Cleveland Hickman Dev Co July 2005 - December 2010
VeerHouse USA 2005 - October 2010
Rush Communications 2003 - 2005
Hall International Partners 1996 - 1998
Merrill Lynch July 1986 - September 1994
The Fish Bowl 1986 - 1994
Skills
Business Strategy, Start-ups, Marketing Management, Cross-functional Team..., Marketing, Management, Strategy, Leadership, Real Estate Development, Mergers & Acquisitions, Real Estate, Analysis, Entrepreneurship, Strategic Planning, Venture Capital
Education
Harvard Law School 1989 — 1992
JD, International Business and Human Rights Law
Harvard Business School 1988 — 1992
MBA, Entrepreneurial Management and Finance
Yale University 1982 — 1986
BA, English
Georgetown Day School 1975 — 1982
High School Degree, 6th - 12th Grades
Paul F Lozier's Merrill Lynch Experience 1977 - 1996
Job Owner at Samedan, LLC
Industry Financial Services
Experience
Samedan, LLC 1997 - Present
Merrill Lynch 1977 - 1996
Skills
Business Development, Business Strategy, Negotiation, Venture Capital, Start-ups, Leadership, Strategy, Finance, Strategic Partnerships, Entrepreneurship, Management, Mergers & Acquisitions, Analysis, Corporate Finance, Equities, Private Equity, Sales, Strategic Planning, Banking
Education
Harvard Business School 1973 — 1975
MBA, Finance
Yale University 1965 — 1969
ba, political science
Samedan, LLC 1997 - Present
Merrill Lynch 1977 - 1996
Skills
Business Development, Business Strategy, Negotiation, Venture Capital, Start-ups, Leadership, Strategy, Finance, Strategic Partnerships, Entrepreneurship, Management, Mergers & Acquisitions, Analysis, Corporate Finance, Equities, Private Equity, Sales, Strategic Planning, Banking
Education
Harvard Business School 1973 — 1975
MBA, Finance
Yale University 1965 — 1969
ba, political science
Norman McClave's Merrill Lynch Experience 1997 - 2000
Job Treasurer at Episcopal Diocese of Pennsylvania
Industry Religious Institutions
Experience
Episcopal Diocese of Pennsylvania January 2012 - Present
Episcopal Cathedral of Philadelphia January 2012 - Present
Princeton Club of New York 1996 - Present
Summit Regional Holdings 2009 - 2010
LibertyPointe Bank 2007 - 2009
Bayerische Landesbank 2005 - 2006
Merrill Lynch 1997 - 2000
First Fidelity Bank November 1989 - April 1997
First Chicago 1970 - 1987
Skills
Portfolio Management, Banking, Credit, Private Equity, Commercial Banking, Loans, Underwriting, Credit Analysis, Risk Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Financial Risk, Corporate Finance, Investment Banking, Real Estate, Valuation, Executive Management, Restructuring, Project Finance, Leadership, Management, Real Estate Economics, Emerging Markets, Financial Structuring, Cash Management, Finance, Mergers & Acquisitions, Strategy, Investments, Commercial Lending, Asset Management, Strategic Financial..., Securities, Structured Finance, Financial Services, Venture Capital, Funding, Enterprise Risk..., Treasury Management, Wealth Management, Small Business Lending, Alternative Investments, Financial Advisory, Asset Based Lending, Investment Management, Hedge Funds, Mutual Funds, Equities
Education
Harvard Business School 1965 — 1967
MBA, Business Administration
Princeton University 1961 — 1965
AB, Woodrow Wilson School
Episcopal Diocese of Pennsylvania January 2012 - Present
Episcopal Cathedral of Philadelphia January 2012 - Present
Princeton Club of New York 1996 - Present
Summit Regional Holdings 2009 - 2010
LibertyPointe Bank 2007 - 2009
Bayerische Landesbank 2005 - 2006
Merrill Lynch 1997 - 2000
First Fidelity Bank November 1989 - April 1997
First Chicago 1970 - 1987
Skills
Portfolio Management, Banking, Credit, Private Equity, Commercial Banking, Loans, Underwriting, Credit Analysis, Risk Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Financial Risk, Corporate Finance, Investment Banking, Real Estate, Valuation, Executive Management, Restructuring, Project Finance, Leadership, Management, Real Estate Economics, Emerging Markets, Financial Structuring, Cash Management, Finance, Mergers & Acquisitions, Strategy, Investments, Commercial Lending, Asset Management, Strategic Financial..., Securities, Structured Finance, Financial Services, Venture Capital, Funding, Enterprise Risk..., Treasury Management, Wealth Management, Small Business Lending, Alternative Investments, Financial Advisory, Asset Based Lending, Investment Management, Hedge Funds, Mutual Funds, Equities
Education
Harvard Business School 1965 — 1967
MBA, Business Administration
Princeton University 1961 — 1965
AB, Woodrow Wilson School
John V. Bills, CFA's Merrill Lynch Experience May 2005 - March 2008
Job Managing Director, Senior Banker at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas March 2015 - Present
BNP Paribas March 2012 - March 2015
Credit Agricole CIB March 2010 - March 2012
Barclays Capital March 2008 - September 2009
Merrill Lynch May 2005 - March 2008
Morgan Stanley March 2000 - May 2005
Credit Suisse July 1998 - March 2000
US Navy June 1991 - June 1996
Skills
Private Equity, Risk Management, Mergers, Leveraged Finance, Coal, Power, Oil&Gas, Emissions, Metals, Commodities, Commodity Risk..., Project Finance, Corporate Finance, Valuation, Commodity, Mergers & Acquisitions, Alternative Investments, Investments, Commodity Markets, Hedge Funds, Capital Raising, Fairness Opinions, PPA
Education
Harvard Business School 1996 — 1998
MBA
NAVAL NUCLEAR POWER SCHOOL 1991 — 1991
Northwestern University 1987 — 1991
BS, Materials Science & Engineering
BNP Paribas March 2015 - Present
BNP Paribas March 2012 - March 2015
Credit Agricole CIB March 2010 - March 2012
Barclays Capital March 2008 - September 2009
Merrill Lynch May 2005 - March 2008
Morgan Stanley March 2000 - May 2005
Credit Suisse July 1998 - March 2000
US Navy June 1991 - June 1996
Skills
Private Equity, Risk Management, Mergers, Leveraged Finance, Coal, Power, Oil&Gas, Emissions, Metals, Commodities, Commodity Risk..., Project Finance, Corporate Finance, Valuation, Commodity, Mergers & Acquisitions, Alternative Investments, Investments, Commodity Markets, Hedge Funds, Capital Raising, Fairness Opinions, PPA
Education
Harvard Business School 1996 — 1998
MBA
NAVAL NUCLEAR POWER SCHOOL 1991 — 1991
Northwestern University 1987 — 1991
BS, Materials Science & Engineering
Debra LandsmanYaros's Merrill Lynch Experience 1983 - 1987
Job Transparent Value, LLC.
Industry Financial Services
Experience
Transparent Value, LLC , A Guggenheim Partners Co. April 2010 - Present
DLY Consulting January 2009 - April 2010
Old Mutual April 2007 - September 2008
Delaware Investments 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1996 - 2000
Merrill Lynch Investment Managers 1994 - 1996
Merrill Lynch Investment Managers 1990 - 1994
Merrill Lynch Investment Managers 1987 - 1990
Merrill Lynch 1983 - 1987
Skills
Product Management, Business Development, Mutual Funds, Relationship Management, Investments, Marketing, Sales Management, Salesforce.com, Leadership, Alternative Investments, Strategy, Business Strategy, Financial Services, Wealth Management, Fixed Income, Strategic Planning, Management, Marketing Strategy, New Business Development, Asset Management, Sales
Education
Harvard Business School
Leadership Program, Merrill Lynch Women's Executive Leadership Program
Rider University
BA, Psychology
Transparent Value, LLC , A Guggenheim Partners Co. April 2010 - Present
DLY Consulting January 2009 - April 2010
Old Mutual April 2007 - September 2008
Delaware Investments 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1996 - 2000
Merrill Lynch Investment Managers 1994 - 1996
Merrill Lynch Investment Managers 1990 - 1994
Merrill Lynch Investment Managers 1987 - 1990
Merrill Lynch 1983 - 1987
Skills
Product Management, Business Development, Mutual Funds, Relationship Management, Investments, Marketing, Sales Management, Salesforce.com, Leadership, Alternative Investments, Strategy, Business Strategy, Financial Services, Wealth Management, Fixed Income, Strategic Planning, Management, Marketing Strategy, New Business Development, Asset Management, Sales
Education
Harvard Business School
Leadership Program, Merrill Lynch Women's Executive Leadership Program
Rider University
BA, Psychology
Brent Martin's Merrill Lynch Experience 1987 - 1991
Job General Manager at Four Seasons Hotels and Resorts
Industry Hospitality
Experience
Four Seasons Hotels and Resorts May 2012 - Present
Four Seasons Hotels and Resorts May 2008 - May 2012
Four Seasons Hotels and Resorts July 2007 - May 2008
Sofitel Luxury Hotels and Resorts September 2000 - July 2007
Sofitel Luxury Hotels and Resorts May 1999 - September 2000
Sky City Hotel December 1996 - May 1999
Harrah's Entertainment January 1995 - November 1996
Embassy Suites July 1994 - December 1994
Embassy Suites July 1993 - June 1994
Merrill Lynch 1987 - 1991
Education
Harvard Business School 1991 — 1993
MBA
Harvard University 1983 — 1987
AB, Economics
Four Seasons Hotels and Resorts May 2012 - Present
Four Seasons Hotels and Resorts May 2008 - May 2012
Four Seasons Hotels and Resorts July 2007 - May 2008
Sofitel Luxury Hotels and Resorts September 2000 - July 2007
Sofitel Luxury Hotels and Resorts May 1999 - September 2000
Sky City Hotel December 1996 - May 1999
Harrah's Entertainment January 1995 - November 1996
Embassy Suites July 1994 - December 1994
Embassy Suites July 1993 - June 1994
Merrill Lynch 1987 - 1991
Education
Harvard Business School 1991 — 1993
MBA
Harvard University 1983 — 1987
AB, Economics
Gee Kim's Merrill Lynch Experience 1998 - 2000
Job Principal at Turner Impact Capital, LLC
Industry Real Estate
Experience
Turner Impact Capital, LLC January 2014 - Present
Canyon Capital January 2013 - December 2013
Mavis Ventures LLC 2011 - 2013
Canyon Capital 2007 - 2011
Cherokee Investment Partners 2005 - 2007
McKinsey & Company 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Private Equity, Valuation, Due Diligence, Investments, Asset Management, Financial Modeling
Education
Harvard Business School 2002 — 2005
MBA
Harvard University Kennedy School of Government 2002 — 2005
MPA
Stanford University 1994 — 1998
BA, Economics
Stanford University 1994 — 1998
BS, Earth Systems
North Hollywood
Turner Impact Capital, LLC January 2014 - Present
Canyon Capital January 2013 - December 2013
Mavis Ventures LLC 2011 - 2013
Canyon Capital 2007 - 2011
Cherokee Investment Partners 2005 - 2007
McKinsey & Company 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Private Equity, Valuation, Due Diligence, Investments, Asset Management, Financial Modeling
Education
Harvard Business School 2002 — 2005
MBA
Harvard University Kennedy School of Government 2002 — 2005
MPA
Stanford University 1994 — 1998
BA, Economics
Stanford University 1994 — 1998
BS, Earth Systems
North Hollywood
Jessica Tan's Merrill Lynch Experience July 2005 - May 2008
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock Solutions August 2010 - Present
Harvard Business School 2008 - 2010
Merrill Lynch July 2005 - May 2008
Deutsche Bank Securities September 2003 - July 2005
Skills
Equities, Fixed Income, Valuation, Financial Analysis
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Duke University 1999 — 2003
BS, Economics
BlackRock Solutions August 2010 - Present
Harvard Business School 2008 - 2010
Merrill Lynch July 2005 - May 2008
Deutsche Bank Securities September 2003 - July 2005
Skills
Equities, Fixed Income, Valuation, Financial Analysis
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Duke University 1999 — 2003
BS, Economics
Shalini Ahmed's Merrill Lynch Experience June 2002 - October 2004
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management October 2004 - October 2011
Merrill Lynch June 2002 - October 2004
Morgan Stanley July 1998 - July 2000
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Investment Banking
Education
Harvard Business School 2000 — 2002
Princeton University 1994 — 1998
Bachelor of Arts (B.A.)
The Lawrenceville School 1990 — 1994
High School
Goldman Sachs Asset Management October 2004 - October 2011
Merrill Lynch June 2002 - October 2004
Morgan Stanley July 1998 - July 2000
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Investment Banking
Education
Harvard Business School 2000 — 2002
Princeton University 1994 — 1998
Bachelor of Arts (B.A.)
The Lawrenceville School 1990 — 1994
High School
Gloria L. Katona's Merrill Lynch Experience July 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Maxim Group July 2014 - November 2014
Brean Murray, Carret & Co. March 2011 - June 2012
Caris & Company January 2009 - February 2010
Lehman Brothers September 2005 - November 2008
Wachovia Securities, LLC April 1990 - January 2005
Wheat First Butcher Singer 1990 - 2005
First Boston July 1984 - December 1989
Skills
Asset Managment, Securities, Equities, Series 7, Investments, Mentoring, Series 63, Client Development, Cold Calling, Oral & Written..., Asset Management, Strategy, Investment Management, Portfolio Management, Investment Banking, Trading
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
The College of New Jersey 1975 — 1979
B.S., summa cum laude, Special Education
Merrill Lynch July 2015 - Present
Maxim Group July 2014 - November 2014
Brean Murray, Carret & Co. March 2011 - June 2012
Caris & Company January 2009 - February 2010
Lehman Brothers September 2005 - November 2008
Wachovia Securities, LLC April 1990 - January 2005
Wheat First Butcher Singer 1990 - 2005
First Boston July 1984 - December 1989
Skills
Asset Managment, Securities, Equities, Series 7, Investments, Mentoring, Series 63, Client Development, Cold Calling, Oral & Written..., Asset Management, Strategy, Investment Management, Portfolio Management, Investment Banking, Trading
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
The College of New Jersey 1975 — 1979
B.S., summa cum laude, Special Education
Cody Cargill's Merrill Lynch Experience June 2004 - June 2006
Job Senior Director of Business Development and Operations at ClearCost Health
Industry Health, Wellness and Fitness
Experience
ClearCost Health June 2012 - Present
TA Associates August 2006 - April 2010
Merrill Lynch June 2004 - June 2006
Skills
Private Equity, Venture Capital, Corporate Development, Financial Modeling, Investment Banking, Valuation, Emerging Markets, Due Diligence, Start-ups, M&A experience, Mergers & Acquisitions, Corporate Finance, Strategic Consulting, Strategy, Competitive Analysis, Investments, Strategic Partnerships
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Yale University 2000 — 2004
BA, Economics
ClearCost Health June 2012 - Present
TA Associates August 2006 - April 2010
Merrill Lynch June 2004 - June 2006
Skills
Private Equity, Venture Capital, Corporate Development, Financial Modeling, Investment Banking, Valuation, Emerging Markets, Due Diligence, Start-ups, M&A experience, Mergers & Acquisitions, Corporate Finance, Strategic Consulting, Strategy, Competitive Analysis, Investments, Strategic Partnerships
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Yale University 2000 — 2004
BA, Economics
Andrea Miller's Merrill Lynch Experience May 1999 - June 2000
Job SVP, Head of Talent Development at The Blackstone Group
Industry Human Resources
Experience
The Blackstone Group March 2015 - Present
J.P. Morgan Asset Management July 2010 - March 2015
Archon Group, a Goldman Sachs Company 2007 - 2008
Goldman Sachs 2005 - 2007
Deutsche Bank July 2002 - June 2005
Merrill Lynch May 1999 - June 2000
Merrill Lynch July 1997 - May 1999
Skills
Leadership, Training, Talent Management, Valuation, Performance Management, Financial Modeling, Portfolio Management, Program Management, Management, Equities, Financial Analysis, Leadership Development, Due Diligence
Education
Harvard Business School 2000 — 2002
MBA, Business
Princeton University 1993 — 1997
A.B., Politics
The Blackstone Group March 2015 - Present
J.P. Morgan Asset Management July 2010 - March 2015
Archon Group, a Goldman Sachs Company 2007 - 2008
Goldman Sachs 2005 - 2007
Deutsche Bank July 2002 - June 2005
Merrill Lynch May 1999 - June 2000
Merrill Lynch July 1997 - May 1999
Skills
Leadership, Training, Talent Management, Valuation, Performance Management, Financial Modeling, Portfolio Management, Program Management, Management, Equities, Financial Analysis, Leadership Development, Due Diligence
Education
Harvard Business School 2000 — 2002
MBA, Business
Princeton University 1993 — 1997
A.B., Politics
John H Lee's Merrill Lynch Experience July 2008 - March 2009
Job Energy Private Equity Investor at The Blackstone Group
Industry Venture Capital & Private Equity
Experience
The Blackstone Group July 2014 - Present
Goldman Sachs June 2013 - August 2013
TPG Capital August 2010 - August 2012
Bank of America Merrill Lynch March 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, Due Diligence, Capital Markets, Financial Analysis, M&A experience, Equities, Corporate Development, Alternative Investments, Investments, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
BS & BA, Mathematical Computational Science & Economics
The Blackstone Group July 2014 - Present
Goldman Sachs June 2013 - August 2013
TPG Capital August 2010 - August 2012
Bank of America Merrill Lynch March 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, Due Diligence, Capital Markets, Financial Analysis, M&A experience, Equities, Corporate Development, Alternative Investments, Investments, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
BS & BA, Mathematical Computational Science & Economics
Gene Miao's Merrill Lynch Experience 1998 - 2003
Job Executive Vice President & President of Credit Opportunities at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank 2014 - Present
Highland Capital Management 2007 - 2013
Merrill Lynch 1998 - 2003
Morgan Stanley 1987 - 1998
Skills
Capital Markets, Alternative Investments, Equities, Private Equity, Asset Management, Valuation, Hedge Funds, Fixed Income
Education
Harvard Business School 1985 — 1987
M.B.A., General Management
Harvard University 1979 — 1983
A.B., History
Emigrant Bank 2014 - Present
Highland Capital Management 2007 - 2013
Merrill Lynch 1998 - 2003
Morgan Stanley 1987 - 1998
Skills
Capital Markets, Alternative Investments, Equities, Private Equity, Asset Management, Valuation, Hedge Funds, Fixed Income
Education
Harvard Business School 1985 — 1987
M.B.A., General Management
Harvard University 1979 — 1983
A.B., History
Carmen B. Torruella's Merrill Lynch Experience 1987 - 1989
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
J.P. Morgan Asset Management September 2012 - Present
Sanford C. Bernstein April 2010 - July 2011
AB&S Advisors, LLC July 2006 - April 2010
Goldman Sachs June 2006 - November 2008
Citigroup January 1997 - March 2003
Salomon Brothers 1996 - 1996
Morgan Stanley March 1994 - December 1995
Merrill Lynch 1987 - 1989
Skills
Equity Research, Strategy, Finance, Strategic Planning, Latin America, Hedge Funds, Equities, Alternative Investments, Private Equity, Asset Management, Emerging Markets, Investment Banking, Capital Markets, Valuation, Fixed Income, Business Strategy, Investments
Education
Harvard Business School 1989 — 1991
M.B.A., business administration
Harvard University 1983 — 1987
A.B., Philosophy
Lee Mallett's Merrill Lynch Experience February 1997 - April 1999
Job Private Investor
Industry Investment Management
Experience
Private Investor July 2011 - Present
Carnegie Hill Global Advisors April 2009 - July 2011
Credit Suisse July 1991 - February 2009
Merrill Lynch February 1997 - April 1999
Booz Allen Hamilton September 1985 - July 1989
Education
Harvard Business School 1989 — 1991
MBA, Business
Massachusetts Institute of Technology 1980 — 1985
SB/SM, Mechanical Engineering
Private Investor July 2011 - Present
Carnegie Hill Global Advisors April 2009 - July 2011
Credit Suisse July 1991 - February 2009
Merrill Lynch February 1997 - April 1999
Booz Allen Hamilton September 1985 - July 1989
Education
Harvard Business School 1989 — 1991
MBA, Business
Massachusetts Institute of Technology 1980 — 1985
SB/SM, Mechanical Engineering
Daniel Mena's Merrill Lynch Experience February 2002 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Credit Agricole CIB April 2010 - Present
Merrill Lynch February 2002 - February 2009
DLJ June 1999 - December 2000
Morgan Stanley February 1993 - May 1999
Skills
Emerging Markets, Trading, Management, Capital Markets, Bloomberg, Credit Analysis, Investments, Credit Risk, Financial Markets, High Yield, Banking, Derivatives, Credit, Investment Banking, Portfolio Management, Bonds
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Princeton University 1978 — 1982
Psychology
Credit Agricole CIB April 2010 - Present
Merrill Lynch February 2002 - February 2009
DLJ June 1999 - December 2000
Morgan Stanley February 1993 - May 1999
Skills
Emerging Markets, Trading, Management, Capital Markets, Bloomberg, Credit Analysis, Investments, Credit Risk, Financial Markets, High Yield, Banking, Derivatives, Credit, Investment Banking, Portfolio Management, Bonds
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Princeton University 1978 — 1982
Psychology
Dian Berryman's Merrill Lynch Experience August 1987 - April 1991
Job CEO at Berryman and Associates
Industry Food Production
Experience
Berryman and Associates Trade MangerCargill Investor ServicesApril 1991 - January 1992
Merrill Lynch August 1987 - April 1991
Kraft Foods June 1986 - August 1987
Bunge Foods May 1981 - May 1986
Skills
Trading, Commodity, Food Industry, Food
Education
University of Tennessee-Knoxville 1977 — 1981
BS, Agriculture
Harvard Business School
Princeton University
Berryman and Associates Trade MangerCargill Investor ServicesApril 1991 - January 1992
Merrill Lynch August 1987 - April 1991
Kraft Foods June 1986 - August 1987
Bunge Foods May 1981 - May 1986
Skills
Trading, Commodity, Food Industry, Food
Education
University of Tennessee-Knoxville 1977 — 1981
BS, Agriculture
Harvard Business School
Princeton University
Joe McElroy's Merrill Lynch Experience June 2006 - August 2007
Job Investment Analyst at Merced Capital (formerly EBF & Associates)
Industry Financial Services
Experience
Merced Capital (formerly EBF & Associates) 2015 - Present
CarVal Investors 2010 - 2015
Harvard Business School September 2009 - June 2011
Norwest Equity Partners August 2007 - August 2009
Merrill Lynch June 2006 - August 2007
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2002 — 2006
BBA, Finance, Investment, and Banking
Merced Capital (formerly EBF & Associates) 2015 - Present
CarVal Investors 2010 - 2015
Harvard Business School September 2009 - June 2011
Norwest Equity Partners August 2007 - August 2009
Merrill Lynch June 2006 - August 2007
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2002 — 2006
BBA, Finance, Investment, and Banking
Katie Allanson's Merrill Lynch Experience July 2004 - June 2006
Job Consultant at the Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2010 - Present
Chicago 2016 2009 - 2009
The Boston Consulting Group September 2006 - June 2008
Merrill Lynch July 2004 - June 2006
Skills
Management Consulting, Corporate Development, Strategy
Education
Harvard Business School 2008 — 2010
Lyons Township High School
University of Illinois at Urbana-Champaign
The Boston Consulting Group September 2010 - Present
Chicago 2016 2009 - 2009
The Boston Consulting Group September 2006 - June 2008
Merrill Lynch July 2004 - June 2006
Skills
Management Consulting, Corporate Development, Strategy
Education
Harvard Business School 2008 — 2010
Lyons Township High School
University of Illinois at Urbana-Champaign
Nancy Kennan's Merrill Lynch Experience 1991 - 2009
Job Financial Services Transaction Management
Industry Financial Services
Experience
BofA Merrill Lynch 2010 - Present
Merrill Lynch 1991 - 2009
Merrill Lynch 1987 - 1991
General Motors 1986 - 1986
Merrill Lynch 1983 - 1985
IBM 1981 - 1982
Skills
Corporate Finance, Due Diligence, Capital Markets, Structured Finance, Restructuring, Bonds, Analysis, Leadership, Accounting, Treasury
Education
Harvard Business School 1985 — 1987
MBA, Business, Finance
Princeton University 1980 — 1983
A.B., Economics, Math
BofA Merrill Lynch 2010 - Present
Merrill Lynch 1991 - 2009
Merrill Lynch 1987 - 1991
General Motors 1986 - 1986
Merrill Lynch 1983 - 1985
IBM 1981 - 1982
Skills
Corporate Finance, Due Diligence, Capital Markets, Structured Finance, Restructuring, Bonds, Analysis, Leadership, Accounting, Treasury
Education
Harvard Business School 1985 — 1987
MBA, Business, Finance
Princeton University 1980 — 1983
A.B., Economics, Math
José Vicente Aguerrevere's Merrill Lynch Experience June 2001 - September 2001
Job Founder and General Manager, Día Día Practimercados
Industry Supermarkets
Experience
Día Día Practimercados 2005 - Present
Booz Allen Hamilton 1997 - 2005
Merrill Lynch June 2001 - September 2001
Skills
Business Strategy, Strategic Planning, Strategy, Management Consulting, Management, Cross-functional Team..., Business Development, Business Planning, Operations Management, Team Leadership, Business Analysis, Leadership, Entrepreneurship, Social Entrepreneurship, Retail, Corporate Finance, Strategic Financial..., Mergers & Acquisitions
Education
Harvard Business School 2000 — 2002
MBA, Baker Scholar
Universidad Simón Bolívar 1992 — 1997
Bachelor of Engineering (B.E.), Ingeniería mecánica, Summa Cum Laude
Día Día Practimercados 2005 - Present
Booz Allen Hamilton 1997 - 2005
Merrill Lynch June 2001 - September 2001
Skills
Business Strategy, Strategic Planning, Strategy, Management Consulting, Management, Cross-functional Team..., Business Development, Business Planning, Operations Management, Team Leadership, Business Analysis, Leadership, Entrepreneurship, Social Entrepreneurship, Retail, Corporate Finance, Strategic Financial..., Mergers & Acquisitions
Education
Harvard Business School 2000 — 2002
MBA, Baker Scholar
Universidad Simón Bolívar 1992 — 1997
Bachelor of Engineering (B.E.), Ingeniería mecánica, Summa Cum Laude
Rachel Duan's Merrill Lynch Experience 2006 - 2009
Job Associate at Hony Capital
Industry Investment Banking
Experience
Hony Capital July 2011 - Present
Merrill Lynch 2006 - 2009
Education
Harvard Business School 2009 — 2011
Hony Capital July 2011 - Present
Merrill Lynch 2006 - 2009
Education
Harvard Business School 2009 — 2011
Clay Hunter's Merrill Lynch Experience August 2002 - September 2003
Job Managing Director at The Stephens Group, LLC
Industry Venture Capital & Private Equity
Experience
The Stephens Group, LLC July 2015 - Present
Harbour Group Industries, Inc. September 2006 - June 2015
Harbour Group Industries, Inc. September 2003 - August 2006
Merrill Lynch August 2002 - September 2003
Merrill Lynch July 1998 - December 2000
Skills
Corporate Development, Investment Banking, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Modeling, Acquisition Integration, Business Strategy, Valuation, LBO, M&A experience, Entrepreneurship, Due Diligence, Private Placements, Divestitures, Corporate Finance, Investments, Financial Analysis
Education
Harvard Business School 2001 — 2002
MBA
Washington University in St. Louis 1994 — 1998
BSBA, Finance
The Stephens Group, LLC July 2015 - Present
Harbour Group Industries, Inc. September 2006 - June 2015
Harbour Group Industries, Inc. September 2003 - August 2006
Merrill Lynch August 2002 - September 2003
Merrill Lynch July 1998 - December 2000
Skills
Corporate Development, Investment Banking, Private Equity, Venture Capital, Mergers & Acquisitions, Financial Modeling, Acquisition Integration, Business Strategy, Valuation, LBO, M&A experience, Entrepreneurship, Due Diligence, Private Placements, Divestitures, Corporate Finance, Investments, Financial Analysis
Education
Harvard Business School 2001 — 2002
MBA
Washington University in St. Louis 1994 — 1998
BSBA, Finance
Andrew Rosskamm's Merrill Lynch Experience July 2004 - January 2006
Job Derivatives Trader at Susquehanna International Group, LLP (SIG)
Industry Investment Management
Experience
Susquehanna International Group, LLP (SIG) August 2012 - Present
PIMCO August 2010 - May 2011
International Finance Corporation March 2006 - January 2008
Merrill Lynch July 2004 - January 2006
Education
Harvard Business School 2008 — 2010
Swarthmore College 2000 — 2004
BA, Economics, Mathematics, Psychology
Hawken
Susquehanna International Group, LLP (SIG) August 2012 - Present
PIMCO August 2010 - May 2011
International Finance Corporation March 2006 - January 2008
Merrill Lynch July 2004 - January 2006
Education
Harvard Business School 2008 — 2010
Swarthmore College 2000 — 2004
BA, Economics, Mathematics, Psychology
Hawken
Peter Lombard's Merrill Lynch Experience 1986 - 1995
Job Managing Director at Piper Jaffray & Co. Head of TMT M&A
Industry Financial Services
Experience
Piper Jaffray & Co. June 2008 - Present
Jefferies & Company 2005 - 2008
Cowen and Company 2002 - 2005
Robertson Stephens/BancBoston Robertson Stephens 1997 - 2002
Prudential Securities 1995 - 1997
Merrill Lynch 1986 - 1995
Skills
Mergers & Acquisitions, M&A Negotiations, Investment Banking, Cross-border M&A, Corporate Governance, Private Equity, Venture Capital, Boardrooms
Education
Harvard Business School 1981 — 1983
MBA
Harvard University 1974 — 1978
AB, History
Phillips Academy 1970 — 1974
High School diploma
Piper Jaffray & Co. June 2008 - Present
Jefferies & Company 2005 - 2008
Cowen and Company 2002 - 2005
Robertson Stephens/BancBoston Robertson Stephens 1997 - 2002
Prudential Securities 1995 - 1997
Merrill Lynch 1986 - 1995
Skills
Mergers & Acquisitions, M&A Negotiations, Investment Banking, Cross-border M&A, Corporate Governance, Private Equity, Venture Capital, Boardrooms
Education
Harvard Business School 1981 — 1983
MBA
Harvard University 1974 — 1978
AB, History
Phillips Academy 1970 — 1974
High School diploma
Frederick Steele's Merrill Lynch Experience 1993 - 2000
Job Director, Chief Financial Officer at San Francisco Treasury Management Association
Industry Insurance
Experience
QuickTricks Bridge Club 2006 - Present
San Francisco Treasury Management Association 2005 - Present
Merrill Lynch 1993 - 2000
Anthem Blue Cross 1979 - 1993
Skills
Treasury Management, Cash Management
Education
Harvard Business School 1976 — 1978
MBA, Business and Finance
Stanford University 1970 — 1974
BS, Mathematics
Stanford University 1970 — 1973
BA, Economics
QuickTricks Bridge Club 2006 - Present
San Francisco Treasury Management Association 2005 - Present
Merrill Lynch 1993 - 2000
Anthem Blue Cross 1979 - 1993
Skills
Treasury Management, Cash Management
Education
Harvard Business School 1976 — 1978
MBA, Business and Finance
Stanford University 1970 — 1974
BS, Mathematics
Stanford University 1970 — 1973
BA, Economics
Shalini Ahmed's Merrill Lynch Experience July 2002 - October 2004
Job Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management 2004 - 2012
Merrill Lynch July 2002 - October 2004
Morgan Stanley August 1998 - July 2000
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Bloomberg, Capital Markets, Equity Research, Equity Valuation, Hedge Funds, Investment Banking, Alternative Investments, Fixed Income, Private Equity
Education
Harvard Business School 2000 — 2002
MBA
Princeton University 1994 — 1998
BA, Economics
The Lawrenceville School 1990 — 1994
High School
Goldman Sachs Asset Management 2004 - 2012
Merrill Lynch July 2002 - October 2004
Morgan Stanley August 1998 - July 2000
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Bloomberg, Capital Markets, Equity Research, Equity Valuation, Hedge Funds, Investment Banking, Alternative Investments, Fixed Income, Private Equity
Education
Harvard Business School 2000 — 2002
MBA
Princeton University 1994 — 1998
BA, Economics
The Lawrenceville School 1990 — 1994
High School
Rania Succar's Merrill Lynch Experience July 2001 - June 2003
Job Director of Brand Solutions North America at Google
Industry Internet
Experience
Google October 2013 - Present
Google December 2012 - September 2013
Google April 2011 - November 2012
McKinsey & Company July 2008 - April 2011
McKinsey & Company September 2003 - June 2005
Merrill Lynch July 2001 - June 2003
Education
Harvard Business School 2006 — 2008
MBA
Harvard University, John F. Kennedy School of Government 2005 — 2008
MPA, International Development
Harvard University 1997 — 2001
AB, Economics
Google October 2013 - Present
Google December 2012 - September 2013
Google April 2011 - November 2012
McKinsey & Company July 2008 - April 2011
McKinsey & Company September 2003 - June 2005
Merrill Lynch July 2001 - June 2003
Education
Harvard Business School 2006 — 2008
MBA
Harvard University, John F. Kennedy School of Government 2005 — 2008
MPA, International Development
Harvard University 1997 — 2001
AB, Economics
Jacquelin Sibears's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Arts and Crafts
Experience
The Boston Consulting Group June 2015 - August 2015
Harvard Management Company July 2012 - August 2014
Harvard Management Company September 2011 - July 2012
Bank of America Merrill Lynch July 2009 - September 2011
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Private Equity, Real Estate, Financial Modeling, Valuation, Finance, Investment Management, Investments, Due Diligence, Equities, Portfolio Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
Bachelors, Finance, Mathematics
The Boston Consulting Group June 2015 - August 2015
Harvard Management Company July 2012 - August 2014
Harvard Management Company September 2011 - July 2012
Bank of America Merrill Lynch July 2009 - September 2011
Merrill Lynch June 2008 - August 2008
Skills
Alternative Investments, Private Equity, Real Estate, Financial Modeling, Valuation, Finance, Investment Management, Investments, Due Diligence, Equities, Portfolio Management
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
Bachelors, Finance, Mathematics
Mark Johnson's Merrill Lynch Experience July 1995 - June 1997
Job CoFounder and Managing Partner at Astra Capital Management
Industry Venture Capital & Private Equity
Experience
Astra Capital Management June 2014 - Present
The Carlyle Group March 2004 - May 2014
The Blackstone Group August 2001 - February 2004
JH Whitney & Co July 1997 - July 1999
Merrill Lynch July 1995 - June 1997
Skills
Alternative Investments, Corporate Development, Corporate Finance, Due Diligence, Hedge Funds, Investment Banking, LBO, Mergers, Private Equity, Valuation, Venture Capital
Education
Harvard Business School 1999 — 2001
MBA
Princeton University 1991 — 1995
AB, Economics
St. Albans School
Astra Capital Management June 2014 - Present
The Carlyle Group March 2004 - May 2014
The Blackstone Group August 2001 - February 2004
JH Whitney & Co July 1997 - July 1999
Merrill Lynch July 1995 - June 1997
Skills
Alternative Investments, Corporate Development, Corporate Finance, Due Diligence, Hedge Funds, Investment Banking, LBO, Mergers, Private Equity, Valuation, Venture Capital
Education
Harvard Business School 1999 — 2001
MBA
Princeton University 1991 — 1995
AB, Economics
St. Albans School
David Dickson's Merrill Lynch Experience May 2005 - July 2008
Job
Industry Investment Banking
Experience
CRT Capital Group May 2011 - Present
FBR December 2008 - July 2010
Merrill Lynch May 2005 - July 2008
UBS Investment Bank June 1998 - April 2005
Dillon, Read & Co. Inc. May 1986 - May 1998
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Chemical Bank July 1981 - May 1984
Skills
Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Capital Markets, Equities, Investment Banking, Fixed Income, Private Equity, Valuation, Series 7, Securities, Bonds, Series 63, Due Diligence
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Arts (B.A.), Mathematics and Economics
CRT Capital Group May 2011 - Present
FBR December 2008 - July 2010
Merrill Lynch May 2005 - July 2008
UBS Investment Bank June 1998 - April 2005
Dillon, Read & Co. Inc. May 1986 - May 1998
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Chemical Bank July 1981 - May 1984
Skills
Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Capital Markets, Equities, Investment Banking, Fixed Income, Private Equity, Valuation, Series 7, Securities, Bonds, Series 63, Due Diligence
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Arts (B.A.), Mathematics and Economics
Andrew Goldfarb's Merrill Lynch Experience July 2003 - July 2006
Job Principal at JLL Partners
Industry Venture Capital & Private Equity
Experience
JLL Partners 2010 - Present
The Carlyle Group August 2006 - July 2008
Merrill Lynch July 2003 - July 2006
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, LBO, Alternative Investments, Leveraged Finance, Hedge Funds, Corporate Finance, Investments, Financial Analysis, Restructuring, Corporate Development
Education
Harvard Business School
MBA
Stanford University
BA, Economics
Stanford University
MS, Management Science & Engineering
JLL Partners 2010 - Present
The Carlyle Group August 2006 - July 2008
Merrill Lynch July 2003 - July 2006
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, LBO, Alternative Investments, Leveraged Finance, Hedge Funds, Corporate Finance, Investments, Financial Analysis, Restructuring, Corporate Development
Education
Harvard Business School
MBA
Stanford University
BA, Economics
Stanford University
MS, Management Science & Engineering
Stephen Pozatek's Merrill Lynch Experience June 1995 - December 1996
Job Managing Director at Cerberus Capital Management
Industry Real Estate
Experience
Cerberus Capital Management 2007 - Present
O'Connor Capital Partners 2003 - 2007
Merrill Lynch June 1995 - December 1996
Skills
Private Equity, Accounting, Financial Modeling, Investment Banking
Education
Harvard Business School 2001 — 2003
MBA
Middlebury College 1991 — 1995
BA
Cerberus Capital Management 2007 - Present
O'Connor Capital Partners 2003 - 2007
Merrill Lynch June 1995 - December 1996
Skills
Private Equity, Accounting, Financial Modeling, Investment Banking
Education
Harvard Business School 2001 — 2003
MBA
Middlebury College 1991 — 1995
BA
Lance Johnstone's Merrill Lynch Experience March 2008 - February 2012
Job Director at STAR Angel Network
Industry Financial Services
Experience
Legacy Growth Partners PresidentThe Bill Pickett Riding Academy, Inc.January 2013 - Present
STAR Angel Network April 2012 - Present
The Bill Pickett Riding Academy, Inc. April 1996 - January 2013
Merrill Lynch March 2008 - February 2012
The Original Printing Service April 2006 - December 2007
Oakland Raiders April 2006 - March 2007
Minnesota Vikings Football, LLC March 2001 - March 2006
Oakland Raiders April 1996 - March 2001
Skills
Financial Analysis, Risk Management, Investments, Business Strategy, Portfolio Management, Corporate Finance, Valuation, Asset Management, Due Diligence, Finance, Private Equity, Insurance, Financial Reporting, Analysis, Real Estate Development, Non-profit..., Social Media Marketing, Strategic Planning, Event Management, Event Planning
Education
The George Washington University 2012 — 2014
Master of Business Administration (MBA)
Stanford Business School 2007 — 2007
Executive Education Certificate, Entrepreneur Program
University of Pennsylvania - The Wharton School 2006 — 2006
Executive Education Certificate, Sports Business Initiative Program: Business Education - Transitioning with Success
Harvard Business School 2005 — 2005
Executive Education Certificate, Business Management and Entrepreneur Program
Temple University 1991 — 1996
Bachelor's degree, Sports Management
Legacy Growth Partners PresidentThe Bill Pickett Riding Academy, Inc.January 2013 - Present
STAR Angel Network April 2012 - Present
The Bill Pickett Riding Academy, Inc. April 1996 - January 2013
Merrill Lynch March 2008 - February 2012
The Original Printing Service April 2006 - December 2007
Oakland Raiders April 2006 - March 2007
Minnesota Vikings Football, LLC March 2001 - March 2006
Oakland Raiders April 1996 - March 2001
Skills
Financial Analysis, Risk Management, Investments, Business Strategy, Portfolio Management, Corporate Finance, Valuation, Asset Management, Due Diligence, Finance, Private Equity, Insurance, Financial Reporting, Analysis, Real Estate Development, Non-profit..., Social Media Marketing, Strategic Planning, Event Management, Event Planning
Education
The George Washington University 2012 — 2014
Master of Business Administration (MBA)
Stanford Business School 2007 — 2007
Executive Education Certificate, Entrepreneur Program
University of Pennsylvania - The Wharton School 2006 — 2006
Executive Education Certificate, Sports Business Initiative Program: Business Education - Transitioning with Success
Harvard Business School 2005 — 2005
Executive Education Certificate, Business Management and Entrepreneur Program
Temple University 1991 — 1996
Bachelor's degree, Sports Management
Donald Bruce's Merrill Lynch Experience January 2000 - February 2006
Job Vice President at Lazard
Industry Financial Services
Experience
Lazard February 2006 - Present
Merrill Lynch January 2000 - February 2006
Education
Harvard Business School
MBA
Yale University
BSc, Economics
Lazard February 2006 - Present
Merrill Lynch January 2000 - February 2006
Education
Harvard Business School
MBA
Yale University
BSc, Economics
Janet Hong's Merrill Lynch Experience February 1997 - December 1998
Job Vice President at Goldman Sachs
Industry
Experience
Merrill Lynch February 1997 - December 1998
Merrill Lynch 1993 - 1997
Goldman Sachs 1986 - 1989
Education
Harvard Business School
MBA
Harvard University
BA, Economics
Merrill Lynch February 1997 - December 1998
Merrill Lynch 1993 - 1997
Goldman Sachs 1986 - 1989
Education
Harvard Business School
MBA
Harvard University
BA, Economics
Kimberly Frazier's Merrill Lynch Experience July 2003 - December 2005
Job Vice President at Crescent Capital Group, LP
Industry Investment Management
Experience
Crescent Capital Group September 2011 - Present
Fidelity Investments August 2009 - July 2011
NBCUniversal, Inc. January 2006 - June 2007
Merrill Lynch July 2003 - December 2005
Education
Harvard Business School 2007 — 2009
MBA
Pennsylvania State University 1998 — 2002
BS, Finance, Economics
Crescent Capital Group September 2011 - Present
Fidelity Investments August 2009 - July 2011
NBCUniversal, Inc. January 2006 - June 2007
Merrill Lynch July 2003 - December 2005
Education
Harvard Business School 2007 — 2009
MBA
Pennsylvania State University 1998 — 2002
BS, Finance, Economics
Josef Karatas's Merrill Lynch Experience January 2009 - Present
Job Executive Business Analyist at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch January 2009 - Present
Esri September 2008 - Present
Esri January 2000 - November 2008
SAS February 1997 - May 1999
Skills
Product Management, Business Analysis, Business Intelligence, Start-ups, Business Strategy, Project Management, Change Management, Team Management, Strategy, Project Planning, New Business Development, Requirements Analysis, Strategic Planning, Mobile Devices, Management, Integration, Analysis, Business Development, Telecommunications
Education
Harvard Business School 1996 — 2000
Bachelor of Science (BS), Computer Engineering
London Business School 1991 — 1995
Bachelor of Science (BS), Business/Managerial Economics
Merrill Lynch January 2009 - Present
Esri September 2008 - Present
Esri January 2000 - November 2008
SAS February 1997 - May 1999
Skills
Product Management, Business Analysis, Business Intelligence, Start-ups, Business Strategy, Project Management, Change Management, Team Management, Strategy, Project Planning, New Business Development, Requirements Analysis, Strategic Planning, Mobile Devices, Management, Integration, Analysis, Business Development, Telecommunications
Education
Harvard Business School 1996 — 2000
Bachelor of Science (BS), Computer Engineering
London Business School 1991 — 1995
Bachelor of Science (BS), Business/Managerial Economics
Chip Baird's Merrill Lynch Experience July 1995 - July 1997
Job Partner at Perella Weinberg Partners
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners February 2012 - Present
Weston Presidio December 2006 - October 2011
Weston Presidio August 2001 - November 2006
The Beacon Group 1997 - 1999
Merrill Lynch July 1995 - July 1997
Skills
Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Investment Banking, Corporate Development, LBO, Investments, Alternative Investments, Financial Analysis
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA)
Penn State University 1990 — 1995
Bachelor of Science (BS), Finance and International Business
Perella Weinberg Partners February 2012 - Present
Weston Presidio December 2006 - October 2011
Weston Presidio August 2001 - November 2006
The Beacon Group 1997 - 1999
Merrill Lynch July 1995 - July 1997
Skills
Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Investment Banking, Corporate Development, LBO, Investments, Alternative Investments, Financial Analysis
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA)
Penn State University 1990 — 1995
Bachelor of Science (BS), Finance and International Business
Christy Parsons's Merrill Lynch Experience 1994 - 2002
Job
Industry Financial Services
Experience
Claren Road Asset Management 2005 - 2009
CIBC World Markets 2002 - 2005
Merrill Lynch 1994 - 2002
McKinsey & Company 1991 - 1994
Lehman Brothers 1988 - 1990
Shearson Lehman Brothers June 1987 - August 1987
The Standard Oil Company of Ohio 1982 - 1986
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1978 — 1982
Bachelor's Degree, Petroleum Engineering, High Honors
Claren Road Asset Management 2005 - 2009
CIBC World Markets 2002 - 2005
Merrill Lynch 1994 - 2002
McKinsey & Company 1991 - 1994
Lehman Brothers 1988 - 1990
Shearson Lehman Brothers June 1987 - August 1987
The Standard Oil Company of Ohio 1982 - 1986
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1978 — 1982
Bachelor's Degree, Petroleum Engineering, High Honors
Pratik Jain's Merrill Lynch Experience September 2004 - December 2011
Job Executiive Director at PNM Advisors
Industry Management Consulting
Experience
PNM Advisors January 2012 - Present
Merrill Lynch September 2004 - December 2011
Skills
Management, Strategy, Investments, Program Management, Management Consulting
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
PNM Advisors January 2012 - Present
Merrill Lynch September 2004 - December 2011
Skills
Management, Strategy, Investments, Program Management, Management Consulting
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank