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
Elisabeth Bailliere Dean Elisabeth Bailliere Dean's Merrill Lynch Experience December 1998 - May 2003
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Financial Services
Experience
Capital Group Private Client Services August 2015 - Present
Various Boards and Volunteer Activities October 2003 - Present
SF Riptide October 2010 - March 2015
Merrill Lynch December 1998 - May 2003
Alex. Brown & Sons September 1994 - December 1998
Microsoft June 1993 - September 1993
Time Magazine September 1990 - June 1992
Time Magazine September 1989 - September 1990
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (MBA), Marketing and Organizational Behavior
Harvard University 1985 — 1989
Bachelor of Arts (B.A.), History
St. Paul's School, Concord NH 1982 — 1985
High School
Capital Group Private Client Services August 2015 - Present
Various Boards and Volunteer Activities October 2003 - Present
SF Riptide October 2010 - March 2015
Merrill Lynch December 1998 - May 2003
Alex. Brown & Sons September 1994 - December 1998
Microsoft June 1993 - September 1993
Time Magazine September 1990 - June 1992
Time Magazine September 1989 - September 1990
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (MBA), Marketing and Organizational Behavior
Harvard University 1985 — 1989
Bachelor of Arts (B.A.), History
St. Paul's School, Concord NH 1982 — 1985
High School
Adé Heyliger Adé Heyliger's Merrill Lynch Experience 2001 - 2002
Job Counsel at Weil, Gotshal & Manges
Industry Law Practice
Experience
Georgetown University Law Center 2012 - Present
Weil Gotshal and Manges 2008 - Present
US Securities and Exchange Commission 2003 - 2008
Merrill Lynch 2001 - 2002
Shearman & Sterling LLP 1998 - 2000
Arnold & Porter 1997 - 1998
Skills
Mergers, Corporate Governance, Securities Regulation, Corporate Law, securities law, Financial Services, Securities, Capital Markets, Investment Banking, Mergers & Acquisitions, Restructuring, Hedge Funds, Venture Capital, IPO, Equities, Finance, Financial Modeling, Corporate Finance
Education
Harvard Law School
JD, cum laude
THE WHARTON SCHOOL, University of Pennsylvania
Masters of Business Administration, Finance
University of Maryland College Park
BS, Finance, cum laude
Georgetown University Law Center 2012 - Present
Weil Gotshal and Manges 2008 - Present
US Securities and Exchange Commission 2003 - 2008
Merrill Lynch 2001 - 2002
Shearman & Sterling LLP 1998 - 2000
Arnold & Porter 1997 - 1998
Skills
Mergers, Corporate Governance, Securities Regulation, Corporate Law, securities law, Financial Services, Securities, Capital Markets, Investment Banking, Mergers & Acquisitions, Restructuring, Hedge Funds, Venture Capital, IPO, Equities, Finance, Financial Modeling, Corporate Finance
Education
Harvard Law School
JD, cum laude
THE WHARTON SCHOOL, University of Pennsylvania
Masters of Business Administration, Finance
University of Maryland College Park
BS, Finance, cum laude
Charlie Stiernberg Charlie Stiernberg's Merrill Lynch Experience May 2003 - August 2003
Job Associate, Quinn Emanuel Urquhart & Sullivan, LLP
Industry Law Practice
Experience
Quinn Emanuel September 2013 - Present
Google June 2011 - August 2011
National Instruments November 2006 - August 2010
National Instruments July 2004 - November 2006
Merrill Lynch May 2003 - August 2003
Education
Harvard Law School 2010 — 2013
Juris Doctor
The University of Texas at Austin 2000 — 2004
BSEE
Quinn Emanuel September 2013 - Present
Google June 2011 - August 2011
National Instruments November 2006 - August 2010
National Instruments July 2004 - November 2006
Merrill Lynch May 2003 - August 2003
Education
Harvard Law School 2010 — 2013
Juris Doctor
The University of Texas at Austin 2000 — 2004
BSEE
Jeanette Cajide's Merrill Lynch Experience 1998 - 2001
Job Multipotentialite who gets things done
Industry Internet
Experience
Dialexa 2012 - Present
LISA (Levant International Startup Association) 2014 - Present
Vinli Inc 2014 - 2015
Blurtt 2010 - 2013
Criterion Ventures 2010 - 2010
CRG Partners (acquired by Deloitte) 2009 - 2009
Goldman Sachs 2008 - 2008
Goldman Sachs 2007 - 2007
Accenture 2001 - 2006
Merrill Lynch 1998 - 2001
Education
Harvard University Kennedy School of Government 2009 — 2010
MPA
Northwestern University 2006 — 2008
MBA
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Harvard University 1998 — 1998
The University of Texas at Austin 1994 — 1998
Bachelor of Journalism
Dialexa 2012 - Present
LISA (Levant International Startup Association) 2014 - Present
Vinli Inc 2014 - 2015
Blurtt 2010 - 2013
Criterion Ventures 2010 - 2010
CRG Partners (acquired by Deloitte) 2009 - 2009
Goldman Sachs 2008 - 2008
Goldman Sachs 2007 - 2007
Accenture 2001 - 2006
Merrill Lynch 1998 - 2001
Education
Harvard University Kennedy School of Government 2009 — 2010
MPA
Northwestern University 2006 — 2008
MBA
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Harvard University 1998 — 1998
The University of Texas at Austin 1994 — 1998
Bachelor of Journalism
Jeremy Boe's Merrill Lynch Experience 1992 - 2000
Job Head of Credit Sales, Asia at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank Securities Head of Credit Sales, AsiaDeutsche BankJanuary 2014 - Present
Deutsche Bank Securities 2000 - 2012
Merrill Lynch 1992 - 2000
Skills
Credit Derivatives, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Equity Derivatives, Valuation, Emerging Markets, Trading Systems, Alternative Investments, Fixed Income, Financial Markets, Bonds, Financial Analysis, Structured Finance, Bloomberg, Business Strategy, Management
Education
Harvard College 1985 — 1989
Bachelor of Arts (BA), Economics
Deutsche Bank Securities Head of Credit Sales, AsiaDeutsche BankJanuary 2014 - Present
Deutsche Bank Securities 2000 - 2012
Merrill Lynch 1992 - 2000
Skills
Credit Derivatives, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Equity Derivatives, Valuation, Emerging Markets, Trading Systems, Alternative Investments, Fixed Income, Financial Markets, Bonds, Financial Analysis, Structured Finance, Bloomberg, Business Strategy, Management
Education
Harvard College 1985 — 1989
Bachelor of Arts (BA), Economics
Charles Colligan's Merrill Lynch Experience June 1990 - April 1993
Job Treasurer at CoStar Group
Industry Information Technology and Services
Experience
CoStar Group April 2011 - Present
Sallie Mae January 2009 - April 2011
Sallie Mae January 2003 - January 2009
Sallie Mae January 2000 - January 2003
Sallie Mae January 1997 - January 2000
Sallie Mae January 1995 - January 1997
Sallie Mae April 1993 - January 1995
Merrill Lynch June 1990 - April 1993
Skills
Capital Markets, Corporate Finance, Valuation, ALM, Derivatives, Portfolio Management, Risk Management, Investment Banking, Fixed Income, Equities, Banking, Financial Analysis, Treasury Management, Finance, Credit, Mergers & Acquisitions, Cash Management, Securities, Investments, Loans, Treasury, Bonds, Trading, Investor Relations, Analysis
Education
Harvard University 1986 — 1990
B.A., Economics
CoStar Group April 2011 - Present
Sallie Mae January 2009 - April 2011
Sallie Mae January 2003 - January 2009
Sallie Mae January 2000 - January 2003
Sallie Mae January 1997 - January 2000
Sallie Mae January 1995 - January 1997
Sallie Mae April 1993 - January 1995
Merrill Lynch June 1990 - April 1993
Skills
Capital Markets, Corporate Finance, Valuation, ALM, Derivatives, Portfolio Management, Risk Management, Investment Banking, Fixed Income, Equities, Banking, Financial Analysis, Treasury Management, Finance, Credit, Mergers & Acquisitions, Cash Management, Securities, Investments, Loans, Treasury, Bonds, Trading, Investor Relations, Analysis
Education
Harvard University 1986 — 1990
B.A., Economics
Andrew McConnell's Merrill Lynch Experience June 2000 - August 2000
Job Entrepreneur & executive, vacation rental & sharing economy expert, CoFounder & CEO of VacationFutures
Industry Leisure, Travel & Tourism
Experience
VacationFutures November 2012 - Present
Axiom April 2011 - November 2012
McKinsey & Co. March 2007 - March 2011
Ashe, Rafuse & Hill, LLP May 2005 - June 2005
Sutherland Asbill & Brennan LLP June 2004 - August 2004
Merrill Lynch June 2000 - August 2000
Skills
Strategy, Management Consulting, Start-ups, Business Strategy, Management, Entrepreneurship, Real Estate, Tourism, Rentals, Sales, Vacation Homes, Rental Homes, Vacation Rental, Outsourcing, Corporate Development, Due Diligence, Venture Capital, Training, Finance, Mergers & Acquisitions, Project Management, Start-up
Education
Harvard Law School 2003 — 2007
Doctor of Law (JD)
University of Cambridge 2005 — 2006
LL.M., Law
Harvard University 1999 — 2003
AB, History
VacationFutures November 2012 - Present
Axiom April 2011 - November 2012
McKinsey & Co. March 2007 - March 2011
Ashe, Rafuse & Hill, LLP May 2005 - June 2005
Sutherland Asbill & Brennan LLP June 2004 - August 2004
Merrill Lynch June 2000 - August 2000
Skills
Strategy, Management Consulting, Start-ups, Business Strategy, Management, Entrepreneurship, Real Estate, Tourism, Rentals, Sales, Vacation Homes, Rental Homes, Vacation Rental, Outsourcing, Corporate Development, Due Diligence, Venture Capital, Training, Finance, Mergers & Acquisitions, Project Management, Start-up
Education
Harvard Law School 2003 — 2007
Doctor of Law (JD)
University of Cambridge 2005 — 2006
LL.M., Law
Harvard University 1999 — 2003
AB, History
Sean P. Doyle Sean P. Doyle's Merrill Lynch Experience May 1999 - July 2002
Job Film and Television Producer
Industry Motion Pictures and Film
Experience
Film and TV Production 2011 - Present
Baker Street Productions, LLC March 2007 - 2011
Investors Capital September 2007 - April 2008
Woodstock Corporation January 2007 - July 2007
Eaton Vance June 2005 - December 2006
McConnell Rothman P.C. March 2003 - July 2005
Manulife Financial July 2002 - February 2003
Merrill Lynch May 1999 - July 2002
Bankers Life and Casualty January 1996 - May 1999
Skills
Investments, Asset Managment, Alternative Investments, Wealth Management, Investment Strategies, Short Films, Feature Films, Film, Strategic Financial..., Asset Management, Screenwriting, Film Production, Commercials, Television, Theatre, Directing, Acting, Entertainment, Producing, Documentaries, Music Videos, Video Production, Independent Film, Creative Writing, Management, Media Production, Video Editing, Post Production, Comedy, Video
Education
Harvard University 2005 — 2009
Economics
Holyoke Community College 1990 — 1993
Business Administration
West Springfield High School 1987 — 1991
Film and TV Production 2011 - Present
Baker Street Productions, LLC March 2007 - 2011
Investors Capital September 2007 - April 2008
Woodstock Corporation January 2007 - July 2007
Eaton Vance June 2005 - December 2006
McConnell Rothman P.C. March 2003 - July 2005
Manulife Financial July 2002 - February 2003
Merrill Lynch May 1999 - July 2002
Bankers Life and Casualty January 1996 - May 1999
Skills
Investments, Asset Managment, Alternative Investments, Wealth Management, Investment Strategies, Short Films, Feature Films, Film, Strategic Financial..., Asset Management, Screenwriting, Film Production, Commercials, Television, Theatre, Directing, Acting, Entertainment, Producing, Documentaries, Music Videos, Video Production, Independent Film, Creative Writing, Management, Media Production, Video Editing, Post Production, Comedy, Video
Education
Harvard University 2005 — 2009
Economics
Holyoke Community College 1990 — 1993
Business Administration
West Springfield High School 1987 — 1991
Vinicius Vacanti's Merrill Lynch Experience June 2002 - September 2002
Job CoFounder and CEO of YipitData and Yipit
Industry Internet
Experience
YipitData and Yipit July 2007 - Present
Quadrangle Group July 2005 - June 2007
The Blackstone Group June 2003 - June 2005
Merrill Lynch June 2002 - September 2002
Skills
Venture Capital, Strategy, Start-ups, Financial Modeling, Private Equity, Corporate Development, Angel Investing, E-commerce, Strategic Partnerships, Product Management, Web Development, Entrepreneurship, Software Development, Analytics, Mobile Devices, Mobile Applications, User Experience, Digital Media, Online Marketing
Education
Harvard University 1999 — 2003
AB, Applied Mathematics
YipitData and Yipit July 2007 - Present
Quadrangle Group July 2005 - June 2007
The Blackstone Group June 2003 - June 2005
Merrill Lynch June 2002 - September 2002
Skills
Venture Capital, Strategy, Start-ups, Financial Modeling, Private Equity, Corporate Development, Angel Investing, E-commerce, Strategic Partnerships, Product Management, Web Development, Entrepreneurship, Software Development, Analytics, Mobile Devices, Mobile Applications, User Experience, Digital Media, Online Marketing
Education
Harvard University 1999 — 2003
AB, Applied Mathematics
Bill Colleran Bill Colleran's Merrill Lynch Experience 1996 - 1998
Job CEO at AnswerDash
Industry Computer Software
Experience
AnswerDash May 2015 - Present
Impinj, Inc. 2001 - November 2014
Broadcom Corporation 2000 - 2001
Innovent Systems December 1998 - July 2000
Merrill Lynch 1996 - 1998
University of California, Los Angeles 1986 - 1993
TRW 1983 - 1993
Skills
SaaS, Management, Product Management, Start-ups, Strategic Partnerships, Wireless, Semiconductors, IC, RFID+, Strategy, Business Strategy, Go-to-market Strategy, Product Marketing, Cross-functional Team..., Business Development, Product Development, Engineering Management, Program Management, General Management, Competitive Analysis, International Sales, RF, R&D, WiFi, Electronics, Integrated Circuit..., ASIC, Embedded Systems, Analog, Mixed Signal, Mobile Devices, SoC, Embedded Software, Analog Circuit Design, Integration, Firmware, Entrepreneurship, Strategic Planning, Leadership, Mergers & Acquisitions
Education
Harvard Law School 1993 — 1996
Juris Doctor (J.D.)
University of California, Los Angeles 1985 — 1993
Doctor of Philosophy (Ph.D.), Electrical Engineering
University of Southern California 1983 — 1985
Master's Degree, Electrical Engineering
University of Notre Dame 1979 — 1983
Bachelor's Degree, Electrical Engineering
AnswerDash May 2015 - Present
Impinj, Inc. 2001 - November 2014
Broadcom Corporation 2000 - 2001
Innovent Systems December 1998 - July 2000
Merrill Lynch 1996 - 1998
University of California, Los Angeles 1986 - 1993
TRW 1983 - 1993
Skills
SaaS, Management, Product Management, Start-ups, Strategic Partnerships, Wireless, Semiconductors, IC, RFID+, Strategy, Business Strategy, Go-to-market Strategy, Product Marketing, Cross-functional Team..., Business Development, Product Development, Engineering Management, Program Management, General Management, Competitive Analysis, International Sales, RF, R&D, WiFi, Electronics, Integrated Circuit..., ASIC, Embedded Systems, Analog, Mixed Signal, Mobile Devices, SoC, Embedded Software, Analog Circuit Design, Integration, Firmware, Entrepreneurship, Strategic Planning, Leadership, Mergers & Acquisitions
Education
Harvard Law School 1993 — 1996
Juris Doctor (J.D.)
University of California, Los Angeles 1985 — 1993
Doctor of Philosophy (Ph.D.), Electrical Engineering
University of Southern California 1983 — 1985
Master's Degree, Electrical Engineering
University of Notre Dame 1979 — 1983
Bachelor's Degree, Electrical Engineering
Joseph Nie, MBA Joseph Nie, MBA's Merrill Lynch Experience March 2002 - Present
Job Assistant Vice President, Retirement Solutions Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2002 - Present
Merrill Lynch March 2000 - March 2002
Annuity Investors Life Insurance Company May 1998 - March 2000
Fifth Third Bank December 1997 - May 1998
Olde Stockbrokers February 1997 - November 1997
Skills
Mutual Funds, Finance, Retirement, Leadership, Fixed Annuities, Management, Investments, Portfolio Management, Wealth Management, Banking
Education
The University of North Florida 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.42
Harvard Extension School 2013 — 2013
Continuing Education October 20-21, 2014, Fundametals of Strategy, Completion
University of Cincinnati 1989 — 1995
Bachelor of Arts and Sciences, Economics
Elder High School 1985 — 1989
Merrill Lynch March 2002 - Present
Merrill Lynch March 2000 - March 2002
Annuity Investors Life Insurance Company May 1998 - March 2000
Fifth Third Bank December 1997 - May 1998
Olde Stockbrokers February 1997 - November 1997
Skills
Mutual Funds, Finance, Retirement, Leadership, Fixed Annuities, Management, Investments, Portfolio Management, Wealth Management, Banking
Education
The University of North Florida 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.42
Harvard Extension School 2013 — 2013
Continuing Education October 20-21, 2014, Fundametals of Strategy, Completion
University of Cincinnati 1989 — 1995
Bachelor of Arts and Sciences, Economics
Elder High School 1985 — 1989
Eric Baum's Merrill Lynch Experience June 2011 - August 2011
Job Trader at Optiver
Industry Financial Services
Experience
Optiver LLC 2012 - Present
Merrill Lynch June 2011 - August 2011
Ward Ferry Management Ltd. June 2010 - August 2010
Skills
Equities, Hedge Funds, Emerging Markets, Valuation, Economics, Stata, Derivatives, Alternative Investments, Bloomberg, Financial Modeling, Statistics, Trading
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Optiver LLC 2012 - Present
Merrill Lynch June 2011 - August 2011
Ward Ferry Management Ltd. June 2010 - August 2010
Skills
Equities, Hedge Funds, Emerging Markets, Valuation, Economics, Stata, Derivatives, Alternative Investments, Bloomberg, Financial Modeling, Statistics, Trading
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Geoff Hargadon's Merrill Lynch Experience January 1995 - November 1999
Job Senior Vice President, UBS Financial Services
Industry Financial Services
Experience
UBS Private Wealth Management 1999 - Present
Merrill Lynch January 1995 - November 1999
Kidder Peabody & Co. June 1982 - January 1995
Education
Harvard University 1972 — 1976
BA, Economics
Wilton High School, Wilton CT 1968 — 1972
UBS Private Wealth Management 1999 - Present
Merrill Lynch January 1995 - November 1999
Kidder Peabody & Co. June 1982 - January 1995
Education
Harvard University 1972 — 1976
BA, Economics
Wilton High School, Wilton CT 1968 — 1972
Kurt Kammerer's Merrill Lynch Experience May 2011 - July 2012
Job Narrow Strait Management
Industry Investment Management
Experience
Nile Capital Management, LLC August 2012 - August 2014
Merrill Lynch May 2011 - July 2012
The Elwing Company June 2009 - April 2011
Princeton Regional Schools March 2003 - November 2006
C.E. Unterberg, Towbin January 1994 - June 1996
Advest, Inc. January 1991 - January 1994
Education
Harvard University
Bachelor of Arts (B.A.), cum laude
Nile Capital Management, LLC August 2012 - August 2014
Merrill Lynch May 2011 - July 2012
The Elwing Company June 2009 - April 2011
Princeton Regional Schools March 2003 - November 2006
C.E. Unterberg, Towbin January 1994 - June 1996
Advest, Inc. January 1991 - January 1994
Education
Harvard University
Bachelor of Arts (B.A.), cum laude
David Lessing's Merrill Lynch Experience 2003 - 2007
Job Executive Vice President at Beechwood Re Holdings, Inc.
Industry Financial Services
Experience
Beechwood Re June 2014 - Present
Morgan Stanley Wealth Management 2008 - 2014
Marsh & McLennan Companies, Inc. 2007 - 2008
Merrill Lynch 2003 - 2007
McKinsey & Company 1999 - 2003
Simpson Thacher & Bartlett LLP 1996 - 1999
Skills
Series 7, Wealth Management, Investments, Equities, Mutual Funds, Portfolio Management, Series 63, Asset Management, Alternative Investments, Securities, Asset Allocation, Fixed Income, Strategic Financial..., Financial Services, Hedge Funds
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.), cum laude
Harvard College 1989 — 1992
Bachelor of Arts (BA), Economics, cum laude
Beechwood Re June 2014 - Present
Morgan Stanley Wealth Management 2008 - 2014
Marsh & McLennan Companies, Inc. 2007 - 2008
Merrill Lynch 2003 - 2007
McKinsey & Company 1999 - 2003
Simpson Thacher & Bartlett LLP 1996 - 1999
Skills
Series 7, Wealth Management, Investments, Equities, Mutual Funds, Portfolio Management, Series 63, Asset Management, Alternative Investments, Securities, Asset Allocation, Fixed Income, Strategic Financial..., Financial Services, Hedge Funds
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.), cum laude
Harvard College 1989 — 1992
Bachelor of Arts (BA), Economics, cum laude
Iryna Postolovska Iryna Postolovska's Merrill Lynch Experience September 2008 - December 2008
Job Doctoral Student at Harvard School of Public Health
Industry Public Policy
Experience
The World Bank August 2010 - Present
The Advocates for Human Rights January 2010 - May 2010
Macalester College January 2010 - May 2010
UNAIDS July 2009 - August 2009
The Advocates for Human Rights February 2009 - May 2009
Merrill Lynch September 2008 - December 2008
PricewaterhouseCoopers May 2008 - July 2008
UNHCR May 2008 - July 2008
Skills
Stata, Research, Qualitative Research, Public Policy, Economics, Policy Analysis, Teaching, Statistics, Data Analysis, International Relations, Econometrics, Financial Modeling
Education
Harvard School of Public Health 2012 — 2017
ScD, Global Health and Population, Health Systems
Macalester College 2006 — 2010
B.A., Majors: Economics, International Studies; Minor: Politcal Science; Human Rights and Humanitarianism
The World Bank August 2010 - Present
The Advocates for Human Rights January 2010 - May 2010
Macalester College January 2010 - May 2010
UNAIDS July 2009 - August 2009
The Advocates for Human Rights February 2009 - May 2009
Merrill Lynch September 2008 - December 2008
PricewaterhouseCoopers May 2008 - July 2008
UNHCR May 2008 - July 2008
Skills
Stata, Research, Qualitative Research, Public Policy, Economics, Policy Analysis, Teaching, Statistics, Data Analysis, International Relations, Econometrics, Financial Modeling
Education
Harvard School of Public Health 2012 — 2017
ScD, Global Health and Population, Health Systems
Macalester College 2006 — 2010
B.A., Majors: Economics, International Studies; Minor: Politcal Science; Human Rights and Humanitarianism
Michael Wheet Michael Wheet's Merrill Lynch Experience May 2004 - December 2008
Job Managing Director at Frasca & Associates senior transportation financing consultant
Industry Financial Services
Experience
Frasca & Associates 2009 - Present
DC Housing Finance Agency 2001 - 2012
Merrill Lynch May 2004 - December 2008
Citi 1993 - 2004
Skills
transaction structuring, document negotiation, New Business Development, Financial Advisory, Finance, Public Finance, Financial Analysis, Project Finance, Capital Markets, Due Diligence, Investment Banking, Structured Finance, Credit, Strategic Planning, Program Management, Negotiation, Bonds, Financial Structuring, Strategy, Alternative Investments, Structured Products, Investments, Emerging Markets, Investor Relations, Financial Services, Investment Management, Management, Real Estate Economics, Securities, Private Equity, Fixed Income, Hedge Funds, Public/private..., Securitization, Private Placements, Real Estate Financing, Executive Management, Venture Capital, Equities, Funding, Restructuring, Derivatives, Debt Restructuring, Affordable Housing, Bloomberg, Credit Analysis, Corporate Governance, Securities Regulation, Public-private...
Education
University of Pennsylvania Law School 1976 — 1979
J.D.
Harvard University 1972 — 1976
A.B., Government
Frasca & Associates 2009 - Present
DC Housing Finance Agency 2001 - 2012
Merrill Lynch May 2004 - December 2008
Citi 1993 - 2004
Skills
transaction structuring, document negotiation, New Business Development, Financial Advisory, Finance, Public Finance, Financial Analysis, Project Finance, Capital Markets, Due Diligence, Investment Banking, Structured Finance, Credit, Strategic Planning, Program Management, Negotiation, Bonds, Financial Structuring, Strategy, Alternative Investments, Structured Products, Investments, Emerging Markets, Investor Relations, Financial Services, Investment Management, Management, Real Estate Economics, Securities, Private Equity, Fixed Income, Hedge Funds, Public/private..., Securitization, Private Placements, Real Estate Financing, Executive Management, Venture Capital, Equities, Funding, Restructuring, Derivatives, Debt Restructuring, Affordable Housing, Bloomberg, Credit Analysis, Corporate Governance, Securities Regulation, Public-private...
Education
University of Pennsylvania Law School 1976 — 1979
J.D.
Harvard University 1972 — 1976
A.B., Government
Jason Young's Merrill Lynch Experience September 2004 - April 2007
Job Founder at Mindblown Labs
Industry E-Learning
Experience
President's Advisory Council on Financial Capability for Young Americans May 2014 - Present
MindBlown Labs January 2012 - Present
The Hidden Genius Project 2012 - Present
Ron Brown Scholar Program 2009 - Present
ZIndagi January 2010 - June 2011
Kauffman Education Ventures Program 2011 - 2011
Wikinvest April 2007 - March 2009
Merrill Lynch September 2004 - April 2007
Skills
Analysis, Entrepreneurship, Leadership, Mobile Devices, Product Management, Public Speaking, Start-ups
Education
Harvard University 2000 — 2004
A.B., Economics
Kauffman Education Ventures Program
President's Advisory Council on Financial Capability for Young Americans May 2014 - Present
MindBlown Labs January 2012 - Present
The Hidden Genius Project 2012 - Present
Ron Brown Scholar Program 2009 - Present
ZIndagi January 2010 - June 2011
Kauffman Education Ventures Program 2011 - 2011
Wikinvest April 2007 - March 2009
Merrill Lynch September 2004 - April 2007
Skills
Analysis, Entrepreneurship, Leadership, Mobile Devices, Product Management, Public Speaking, Start-ups
Education
Harvard University 2000 — 2004
A.B., Economics
Kauffman Education Ventures Program
Jeffrey S DeCora Jeffrey S DeCora's Merrill Lynch Experience January 2005 - December 2005
Job President at DeCora & Associates
Industry Venture Capital & Private Equity
Experience
DeCora & Associates June 1984 - Present
Merrill Lynch January 2005 - December 2005
Ho-Chunk Nation November 1997 - April 2001
Skills
Strategic Planning, Analysis, Entrepreneurship, Mergers, Policy, Start-ups
Education
Harvard Law School 1981 — 1984
JD
University of Wisconsin-Milwaukee 1975 — 1979
B.A. Honors, Spanish Civilizations
DeCora & Associates June 1984 - Present
Merrill Lynch January 2005 - December 2005
Ho-Chunk Nation November 1997 - April 2001
Skills
Strategic Planning, Analysis, Entrepreneurship, Mergers, Policy, Start-ups
Education
Harvard Law School 1981 — 1984
JD
University of Wisconsin-Milwaukee 1975 — 1979
B.A. Honors, Spanish Civilizations
Daniel Rogowski's Merrill Lynch Experience September 2011 - September 2013
Job President & Chief Investment Officer at Legion Wealth Management
Industry Financial Services
Experience
Legion Wealth Management October 2013 - Present
Merrill Lynch September 2011 - September 2013
University Federal Credit Union August 2009 - September 2011
Amplify May 2007 - June 2009
Skills
Loans, Leadership, Finance, Banking, Financial Analysis, Investments, Insurance, Credit, Risk Management, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Portfolio Management, Financial Planning
Education
Vista Ridge High School 2003 — 2007
Harvard University
Legion Wealth Management October 2013 - Present
Merrill Lynch September 2011 - September 2013
University Federal Credit Union August 2009 - September 2011
Amplify May 2007 - June 2009
Skills
Loans, Leadership, Finance, Banking, Financial Analysis, Investments, Insurance, Credit, Risk Management, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Portfolio Management, Financial Planning
Education
Vista Ridge High School 2003 — 2007
Harvard University
JC Harrington's Merrill Lynch Experience July 2003 - August 2006
Job Founder at Brandibble
Industry Restaurants
Experience
Brandibble May 2013 - Present
Dig Inn Seasonal Market September 2010 - April 2013
TenthRow, Inc. June 2008 - September 2010
The Carlyle Group September 2006 - June 2008
Merrill Lynch July 2003 - August 2006
Skills
Strategy & Management, Business Development, Financial Analysis, Product Management, Website Development, User Interface Design, Web Design, Graphic Design, Social Media Marketing, Accounting, Private Equity, Start-ups, Financial Modeling
Education
Harvard University 1999 — 2003
Bachelors, Economics
Libertyville High School 1995 — 1999
Brandibble May 2013 - Present
Dig Inn Seasonal Market September 2010 - April 2013
TenthRow, Inc. June 2008 - September 2010
The Carlyle Group September 2006 - June 2008
Merrill Lynch July 2003 - August 2006
Skills
Strategy & Management, Business Development, Financial Analysis, Product Management, Website Development, User Interface Design, Web Design, Graphic Design, Social Media Marketing, Accounting, Private Equity, Start-ups, Financial Modeling
Education
Harvard University 1999 — 2003
Bachelors, Economics
Libertyville High School 1995 — 1999
Daniel Kerstein's Merrill Lynch Experience 1997 - 2003
Job Managing Director, Head of Strategic Finance at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank Managing DirectorLehman BrothersFebruary 2003 - September 2008
Merrill Lynch 1997 - 2003
Skills
non-distressed..., Corporate Defense..., Shareholder Activism
Education
Harvard Law School 1994 — 1997
Doctor of Law (J.D.)
CUNY - Queens College 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Barclays Investment Bank Managing DirectorLehman BrothersFebruary 2003 - September 2008
Merrill Lynch 1997 - 2003
Skills
non-distressed..., Corporate Defense..., Shareholder Activism
Education
Harvard Law School 1994 — 1997
Doctor of Law (J.D.)
CUNY - Queens College 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Thomas A. Jenkins, Jr., CIMA® Thomas A. Jenkins, Jr., CIMA®'s Merrill Lynch Experience January 1998 - September 2010
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2010 - Present
Merrill Lynch January 1998 - September 2010
Jenkins Financial Group January 1994 - January 1998
NationsBank January 1993 - December 1994
Education
Harvard University 2009 — 2010
Graduate Curriculum, Extension School
Wharton School of Business 2006 — 2007
CIMA, Certified Investment Management Analyst
Texas A&M University 1988 — 1992
BBA, Marketing
UBS Financial Services, Inc. September 2010 - Present
Merrill Lynch January 1998 - September 2010
Jenkins Financial Group January 1994 - January 1998
NationsBank January 1993 - December 1994
Education
Harvard University 2009 — 2010
Graduate Curriculum, Extension School
Wharton School of Business 2006 — 2007
CIMA, Certified Investment Management Analyst
Texas A&M University 1988 — 1992
BBA, Marketing
J. Clark Kastner J. Clark Kastner's Merrill Lynch Experience December 2010 - January 2015
Job Managing Director, CIO at Weatherhelm Capital Management, LLC
Industry Financial Services
Experience
Weatherhelm Capital Management, LLC January 2015 - Present
Merrill Lynch December 2010 - January 2015
Jefferies & Company 2009 - 2010
Barclays Capital 2005 - 2008
West End Capital, Bermuda 2004 - 2005
RBS Greenwich Capital 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Fixed Income, Hedge Funds, Interest Rate..., Bonds, Portfolio Management, Capital Markets, Equities, Bloomberg, Derivatives, Alternative Investments, Investment Banking, Financial Modeling, Emerging Markets
Education
London School of Economics and Political Science 2006 — 2008
MSc, Finance
Harvard College 1995 — 1999
AB, Government
The Lawrenceville School 1991 — 1995
Weatherhelm Capital Management, LLC January 2015 - Present
Merrill Lynch December 2010 - January 2015
Jefferies & Company 2009 - 2010
Barclays Capital 2005 - 2008
West End Capital, Bermuda 2004 - 2005
RBS Greenwich Capital 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Fixed Income, Hedge Funds, Interest Rate..., Bonds, Portfolio Management, Capital Markets, Equities, Bloomberg, Derivatives, Alternative Investments, Investment Banking, Financial Modeling, Emerging Markets
Education
London School of Economics and Political Science 2006 — 2008
MSc, Finance
Harvard College 1995 — 1999
AB, Government
The Lawrenceville School 1991 — 1995
Glen Macdonald Glen Macdonald's Merrill Lynch Experience June 2011 - April 2013
Job Senior Vice President Private Client Advisor at U.S. Trust
Industry Investment Management
Experience
U.S. Trust October 2014 - Present
Wealth & Giving Fourm September 2014 - Present
Wealth & Giving Forum January 2004 - October 2014
Year Up - New York 2010 - 2014
Merrill Lynch June 2011 - April 2013
CMS Companies January 2007 - June 2008
Adventis Corporation February 2001 - December 2005
PricewaterhouseCoopers 1995 - 2000
Skills
Strategic Financial..., Turn Around Management, Business Strategy, Marketing, Management Consulting, Private Equity, Wealth Management, Asset Allocation, Business Development, High Net Worth..., Wealth Management..., Series 7, Marketing Strategy, Philanthropy
Education
Harvard University 1986 — 1987
Political Economy
University of North Carolina at Chapel Hill 1980 — 1982
Master's Degree, International Political Economy
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor's Degree, Economics, Political Science, Highest Honors
U.S. Trust October 2014 - Present
Wealth & Giving Fourm September 2014 - Present
Wealth & Giving Forum January 2004 - October 2014
Year Up - New York 2010 - 2014
Merrill Lynch June 2011 - April 2013
CMS Companies January 2007 - June 2008
Adventis Corporation February 2001 - December 2005
PricewaterhouseCoopers 1995 - 2000
Skills
Strategic Financial..., Turn Around Management, Business Strategy, Marketing, Management Consulting, Private Equity, Wealth Management, Asset Allocation, Business Development, High Net Worth..., Wealth Management..., Series 7, Marketing Strategy, Philanthropy
Education
Harvard University 1986 — 1987
Political Economy
University of North Carolina at Chapel Hill 1980 — 1982
Master's Degree, International Political Economy
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor's Degree, Economics, Political Science, Highest Honors
Stas Antons Stas Antons's Merrill Lynch Experience March 2010 - May 2011
Job Director, DevOps Engineering & Systems at TIAACREF
Industry Computer Software
Experience
TIAA-CREF March 2011 - Present
Merrill Lynch March 2010 - May 2011
SmartSymbols Visual Technology February 2008 - February 2010
Fidelity Investments August 1999 - February 2008
John Hancock May 1997 - January 1999
Skills
Fostering Collaboration, Team Building, Vendor Management, DevOps, Continuous Integration, Continuous Delivery, Java, Web Applications, PHP, Mobile Devices, Web Services, Android Development, Sonar, Code Analysis, Build Orchestration, Automated Software..., Jenkins, Selenium, SauceLabs, Analysis, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Agile Methodologies, Software Development, Leadership
Education
University of Rhode Island 1994 — 1997
MIS, Management Science Information Systems
Harvard University
Mathematics and Computation, Software Enginerring
TIAA-CREF March 2011 - Present
Merrill Lynch March 2010 - May 2011
SmartSymbols Visual Technology February 2008 - February 2010
Fidelity Investments August 1999 - February 2008
John Hancock May 1997 - January 1999
Skills
Fostering Collaboration, Team Building, Vendor Management, DevOps, Continuous Integration, Continuous Delivery, Java, Web Applications, PHP, Mobile Devices, Web Services, Android Development, Sonar, Code Analysis, Build Orchestration, Automated Software..., Jenkins, Selenium, SauceLabs, Analysis, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Agile Methodologies, Software Development, Leadership
Education
University of Rhode Island 1994 — 1997
MIS, Management Science Information Systems
Harvard University
Mathematics and Computation, Software Enginerring
Hasan Ansari Hasan Ansari's Merrill Lynch Experience November 2006 - June 2008
Job Entrepreneur, Commercialization Expert, Yalie
Industry Health, Wellness and Fitness
Experience
Eli Nutrition September 2012 - Present
Sprint Nextel January 2010 - November 2014
Virgin Mobile (USA) June 2008 - February 2010
Merrill Lynch November 2006 - June 2008
Capgemini August 2003 - November 2006
Skills
Leading Cross..., Six Sigma, Process Improvement, Product Development, Commercialization, Go-to-market Strategy, Business Strategy, Financial Analysis, Strategic Communications, Execution Management, Project Planning, Project Portfolio..., Financial Modeling, SAP, Strategic Research, Cross-functional Team..., Market Research, Management Consulting, Risk Management, Strategic Planning, Management, Entrepreneurship, Leadership, Project Management, Telecommunications, Analysis, Strategy
Education
Yale University - Yale School of Management 2012 — 2015
Master of Business Administration (MBA), Entrepreneurship
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics, Asian and Middle Eastern Studies
The George Washington University 2008 — 2011
Master's Certificate, Project Management
Harvard University 2004 — 2009
Graduate coursework, Business
Karachi Grammar School
General Certificate of Education, Advanced Levels (University of Cambridge)
Eli Nutrition September 2012 - Present
Sprint Nextel January 2010 - November 2014
Virgin Mobile (USA) June 2008 - February 2010
Merrill Lynch November 2006 - June 2008
Capgemini August 2003 - November 2006
Skills
Leading Cross..., Six Sigma, Process Improvement, Product Development, Commercialization, Go-to-market Strategy, Business Strategy, Financial Analysis, Strategic Communications, Execution Management, Project Planning, Project Portfolio..., Financial Modeling, SAP, Strategic Research, Cross-functional Team..., Market Research, Management Consulting, Risk Management, Strategic Planning, Management, Entrepreneurship, Leadership, Project Management, Telecommunications, Analysis, Strategy
Education
Yale University - Yale School of Management 2012 — 2015
Master of Business Administration (MBA), Entrepreneurship
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics, Asian and Middle Eastern Studies
The George Washington University 2008 — 2011
Master's Certificate, Project Management
Harvard University 2004 — 2009
Graduate coursework, Business
Karachi Grammar School
General Certificate of Education, Advanced Levels (University of Cambridge)
Russell Rivera, CFA's Merrill Lynch Experience August 2008 - January 2009
Job Personal CFO and Financial Therapist for Entrepreneurs and Professionals of the Sandwich Generation
Industry Financial Services
Experience
Voice Wealth Management April 2013 - Present
APB Financial Group August 2009 - April 2013
Merrill Lynch August 2008 - January 2009
Goldman Sachs September 2000 - April 2007
Skills
Technical Analysis, Asset Allocation, Wealth Management, High Net Worth..., Options, Portfolio Management, Strategic Financial..., Derivatives, Equities, ETFs, Investments, Fixed Income, Commodity, Financial Advisory, Securities, FINRA
Education
Harvard University 1995 — 2000
BA, Economics
Hewlett High School 1991 — 1995
Voice Wealth Management April 2013 - Present
APB Financial Group August 2009 - April 2013
Merrill Lynch August 2008 - January 2009
Goldman Sachs September 2000 - April 2007
Skills
Technical Analysis, Asset Allocation, Wealth Management, High Net Worth..., Options, Portfolio Management, Strategic Financial..., Derivatives, Equities, ETFs, Investments, Fixed Income, Commodity, Financial Advisory, Securities, FINRA
Education
Harvard University 1995 — 2000
BA, Economics
Hewlett High School 1991 — 1995
Leonardo Emilio Messano, MBA Leonardo Emilio Messano, MBA's Merrill Lynch Experience October 2013 - February 2015
Job Finance Professional
Industry Financial Services
Experience
UBS Financial Services Inc. March 2015 - Present
Merrill Lynch October 2013 - February 2015
Camargo Correa Group July 2007 - December 2010
Etna / Vivara Group September 2006 - June 2007
Itau BBA Bank June 2005 - June 2006
Adolpho Lindenberg Construction Company June 2003 - June 2004
Education
Harvard University 2013 — 2013
Management Courses - Business Administration and Management
Hult International Business School 2011 — 2012
MBA - Masters in Business Administration, USA / China Program
IBMEC - SP 2005 — 2006
CBA - Certificate in Business Administration, Finance
Universidade Presbiteriana Mackenzie 1999 — 2004
Civil Engineering
UBS Financial Services Inc. March 2015 - Present
Merrill Lynch October 2013 - February 2015
Camargo Correa Group July 2007 - December 2010
Etna / Vivara Group September 2006 - June 2007
Itau BBA Bank June 2005 - June 2006
Adolpho Lindenberg Construction Company June 2003 - June 2004
Education
Harvard University 2013 — 2013
Management Courses - Business Administration and Management
Hult International Business School 2011 — 2012
MBA - Masters in Business Administration, USA / China Program
IBMEC - SP 2005 — 2006
CBA - Certificate in Business Administration, Finance
Universidade Presbiteriana Mackenzie 1999 — 2004
Civil Engineering
Hans Hsu Hans Hsu's Merrill Lynch Experience August 2011 - April 2013
Job ...
Industry Investment Management
Experience
Merrill Lynch August 2011 - April 2013
UBS Investment Bank January 1994 - September 2011
Felicite.com, Inc. January 1999 - May 2009
Chinese Language School of Connecticut May 2002 - May 2005
Swiss Bank Corporation 1993 - 1999
SBC Warburg 1992 - 1999
McKinsey & Company June 1992 - June 1994
Salomon Brothers June 1986 - December 1988
Skills
Derivatives, Currency, Management, E-commerce, Precious Metals, Structured Products, FX trading, Hedge Funds, Credit Derivatives, Swaps, Fixed Income, FX Options, Emerging Markets, Options, Commodity, Equity Derivatives, Trading, Risk Management, Capital Markets, Foreign Exchange, Electronic Trading, Trading Systems, Investment Banking, Interest Rate..., Equities, Hedging, Alternative Investments, Equity Trading, Trading Strategies, Market Risk, Quantitative Investing, Valuation, Proprietary Trading, Investment Strategies, FX Trading, Finance, Private Equity, Securities, Bloomberg, Bonds, Financial Markets, Rates, Treasury, Prime Brokerage, Financial Structuring, Asset Management, Equity Research, Low Latency, Structured Finance, Investments
Education
Harvard Law School 1989 — 1992
JD, Corporate and Banking law, cum laude
Cambridge University 1984 — 1986
Ma, Computer Science, 2/1
University of Michigan 1979 — 1984
BS, Economics
University of Michigan 1979 — 1984
BSE, Electrical and Computer Engineering
Merrill Lynch August 2011 - April 2013
UBS Investment Bank January 1994 - September 2011
Felicite.com, Inc. January 1999 - May 2009
Chinese Language School of Connecticut May 2002 - May 2005
Swiss Bank Corporation 1993 - 1999
SBC Warburg 1992 - 1999
McKinsey & Company June 1992 - June 1994
Salomon Brothers June 1986 - December 1988
Skills
Derivatives, Currency, Management, E-commerce, Precious Metals, Structured Products, FX trading, Hedge Funds, Credit Derivatives, Swaps, Fixed Income, FX Options, Emerging Markets, Options, Commodity, Equity Derivatives, Trading, Risk Management, Capital Markets, Foreign Exchange, Electronic Trading, Trading Systems, Investment Banking, Interest Rate..., Equities, Hedging, Alternative Investments, Equity Trading, Trading Strategies, Market Risk, Quantitative Investing, Valuation, Proprietary Trading, Investment Strategies, FX Trading, Finance, Private Equity, Securities, Bloomberg, Bonds, Financial Markets, Rates, Treasury, Prime Brokerage, Financial Structuring, Asset Management, Equity Research, Low Latency, Structured Finance, Investments
Education
Harvard Law School 1989 — 1992
JD, Corporate and Banking law, cum laude
Cambridge University 1984 — 1986
Ma, Computer Science, 2/1
University of Michigan 1979 — 1984
BS, Economics
University of Michigan 1979 — 1984
BSE, Electrical and Computer Engineering
Isaac Hernandez Isaac Hernandez's Merrill Lynch Experience August 2008 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Bank of the West April 2012 - Present
The PMI Group February 2010 - April 2012
Merrill Lynch August 2008 - June 2009
A.G. Edwards January 2008 - June 2008
Reliable Construction January 2005 - August 2007
Financial Results Inc. October 2003 - December 2004
Skills
Client Aquisition, Leadership Studies, Loss Mitigation, Market Research, Process Improvement, Project Management, Social Media, Small Business..., Small Business..., Strategic Planning, 10 Key, Android Technology, AFS, Fannie Mae AMN, FileNet, Freddie Mac Homesteps, FTP Sites, NewImage Express, Kodak Capture Software, LexisNexis Bridger..., Merrill Lynch Wealth..., Microsoft Office, PMI Central, QuickBooks, Risk Navigator, SnowBatch, Image Capture, FTP, Accounting, Small Business, Risk Management, Mortgage Servicing, Loans, Credit, Mortgage Lending, Mortgage Banking, Finance, Management, Insurance, Strategy, Training, Human Resources, Financial Services, Portfolio Management, Investments, Credit Analysis, Recruiting, Time Management, Loan Origination, @Risk
Education
University of California, Berkeley 2013 — 2014
Certificate Program, Project Management
Harvard University 2009 — 2009
Principles and Lessons on Leadership, 4.0
San Diego State University-California State University 2007 — 2009
B.S., Business Administration Management
Bank of the West April 2012 - Present
The PMI Group February 2010 - April 2012
Merrill Lynch August 2008 - June 2009
A.G. Edwards January 2008 - June 2008
Reliable Construction January 2005 - August 2007
Financial Results Inc. October 2003 - December 2004
Skills
Client Aquisition, Leadership Studies, Loss Mitigation, Market Research, Process Improvement, Project Management, Social Media, Small Business..., Small Business..., Strategic Planning, 10 Key, Android Technology, AFS, Fannie Mae AMN, FileNet, Freddie Mac Homesteps, FTP Sites, NewImage Express, Kodak Capture Software, LexisNexis Bridger..., Merrill Lynch Wealth..., Microsoft Office, PMI Central, QuickBooks, Risk Navigator, SnowBatch, Image Capture, FTP, Accounting, Small Business, Risk Management, Mortgage Servicing, Loans, Credit, Mortgage Lending, Mortgage Banking, Finance, Management, Insurance, Strategy, Training, Human Resources, Financial Services, Portfolio Management, Investments, Credit Analysis, Recruiting, Time Management, Loan Origination, @Risk
Education
University of California, Berkeley 2013 — 2014
Certificate Program, Project Management
Harvard University 2009 — 2009
Principles and Lessons on Leadership, 4.0
San Diego State University-California State University 2007 — 2009
B.S., Business Administration Management
Robert P. Moran, Jr. CFP's Merrill Lynch Experience February 1991 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Salve Regina University October 2013 - Present
Merrill Lynch February 1991 - Present
Merrill Lynch February 1991 - Present
Skills
Retirement Planning, Portfolio Management, Investments, Wealth Management, Financial Planning, Strategic Financial..., Alternative Investments, Series 63, Mutual Funds, Series 7, Asset Allocation, Securities, Retirement, Investment Strategies, Equities, Fixed Income, Asset Management, ETFs, Series 65, Uniform Combined State..., Investment Advisory, Finance, Estate Planning, Strategic Planning, Wealth, Hedge Funds, Financial Services, Financial Advisory, Risk Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business executive program, Sustaining High Performing Advisor Team
UCLA Anderson School of Management 2013 — 2013
Executive business certificate
Stanford University Graduate School of Business 2011 — 2011
Executive business certificate
Harvard University 2009 — 2009
Executive business certificate
Salve Regina University 1982 — 1986
Bachelor of Science (BS), Business/Commerce, General
Salve Regina University October 2013 - Present
Merrill Lynch February 1991 - Present
Merrill Lynch February 1991 - Present
Skills
Retirement Planning, Portfolio Management, Investments, Wealth Management, Financial Planning, Strategic Financial..., Alternative Investments, Series 63, Mutual Funds, Series 7, Asset Allocation, Securities, Retirement, Investment Strategies, Equities, Fixed Income, Asset Management, ETFs, Series 65, Uniform Combined State..., Investment Advisory, Finance, Estate Planning, Strategic Planning, Wealth, Hedge Funds, Financial Services, Financial Advisory, Risk Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business executive program, Sustaining High Performing Advisor Team
UCLA Anderson School of Management 2013 — 2013
Executive business certificate
Stanford University Graduate School of Business 2011 — 2011
Executive business certificate
Harvard University 2009 — 2009
Executive business certificate
Salve Regina University 1982 — 1986
Bachelor of Science (BS), Business/Commerce, General
Erica StJoe Erica StJoe's Merrill Lynch Experience June 2002 - September 2006
Job Financial Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2008 - Present
Goldman Sachs 2008 - 2011
The Wharton School September 2007 - June 2008
Merrill Lynch June 2002 - September 2006
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Modelling (not finance!), Portfolio Management
Education
Wharton Business School 2005 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1998 — 2002
Bachelor's degree, Accounting and Finance
Goldman Sachs April 2008 - Present
Goldman Sachs 2008 - 2011
The Wharton School September 2007 - June 2008
Merrill Lynch June 2002 - September 2006
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Modelling (not finance!), Portfolio Management
Education
Wharton Business School 2005 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1998 — 2002
Bachelor's degree, Accounting and Finance
Jay Lundy Jay Lundy's Merrill Lynch Experience May 2008 - June 2008
Job Co Founder at FuelGood Protein
Industry Food & Beverages
Experience
FuelGood Protein August 2015 - Present
Goldman Sachs June 2014 - August 2014
Encite Capital May 2013 - August 2013
Relay Foods May 2013 - July 2013
The Miami Foundation January 2011 - September 2012
Kendrick Meek U.S. Senate Campaign June 2010 - November 2010
Teach For America June 2009 - June 2010
Merrill Lynch May 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Public Speaking, Statistics, Project Management, Fundraising, Politics
Education
Harvard University Kennedy School of Government 2012 — 2015
Master of Public Administration (MPA), Business and Government Policy
University of Pennsylvania - The Wharton School 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurial Management
Harvard University 2005 — 2009
Bachelor of Arts (BA), Government
FuelGood Protein August 2015 - Present
Goldman Sachs June 2014 - August 2014
Encite Capital May 2013 - August 2013
Relay Foods May 2013 - July 2013
The Miami Foundation January 2011 - September 2012
Kendrick Meek U.S. Senate Campaign June 2010 - November 2010
Teach For America June 2009 - June 2010
Merrill Lynch May 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Public Speaking, Statistics, Project Management, Fundraising, Politics
Education
Harvard University Kennedy School of Government 2012 — 2015
Master of Public Administration (MPA), Business and Government Policy
University of Pennsylvania - The Wharton School 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurial Management
Harvard University 2005 — 2009
Bachelor of Arts (BA), Government
Alexis Pacheco's Merrill Lynch Experience June 2007 - August 2007
Job Global Operations at Marsh ClearSight
Industry Information Technology and Services
Experience
Marsh ClearSight July 2014 - Present
McMaster-Carr 2011 - 2014
Citi 2008 - 2011
Merrill Lynch June 2007 - August 2007
Bancrecer June 2006 - August 2006
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Harvard University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Maria High School 2000 — 2004
Ranked 1st in Class, Valedictorian
Marsh ClearSight July 2014 - Present
McMaster-Carr 2011 - 2014
Citi 2008 - 2011
Merrill Lynch June 2007 - August 2007
Bancrecer June 2006 - August 2006
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Harvard University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Maria High School 2000 — 2004
Ranked 1st in Class, Valedictorian
Dwain Carryl Dwain Carryl's Merrill Lynch Experience November 2005 - August 2008
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2013 - Present
Carryl Capital Management, LLC January 2013 - September 2013
GoldenTree Asset Management August 2008 - December 2012
Merrill Lynch November 2005 - August 2008
Banc of America Securities July 2004 - November 2005
Sidoti & Company, LLC September 1999 - July 2002
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Private Equity, Investment Banking, Asset Management, Derivatives, Alternative Investments, Emerging Markets
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Harvard University 1995 — 1999
BA
U.S. Trust September 2013 - Present
Carryl Capital Management, LLC January 2013 - September 2013
GoldenTree Asset Management August 2008 - December 2012
Merrill Lynch November 2005 - August 2008
Banc of America Securities July 2004 - November 2005
Sidoti & Company, LLC September 1999 - July 2002
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Private Equity, Investment Banking, Asset Management, Derivatives, Alternative Investments, Emerging Markets
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Harvard University 1995 — 1999
BA
Charles S. Lazar Charles S. Lazar's Merrill Lynch Experience January 1994 - May 1996
Job Managing Director at IQG Associates, LLC
Industry Financial Services
Experience
IQ-G Associates, LLC August 2013 - Present
Wilshire Associates March 2012 - August 2013
Arel Asset Manangment & Group December 2001 - April 2012
Morgan Stanley November 1999 - December 2001
Refco May 1996 - June 1999
Merrill Lynch January 1994 - May 1996
Skills
Asset Management, Asset Allocation, Capital Raising, Alternative Investments, Alternative Assets, Hedge Funds, Private Equity
Education
Harvard University 1995 — 1995
Graduate Studies, Finance
York University 1989 — 1992
Bachelor of Business Administration Studies, Banking, Corporate, Finance, and Securities Law
IQ-G Associates, LLC August 2013 - Present
Wilshire Associates March 2012 - August 2013
Arel Asset Manangment & Group December 2001 - April 2012
Morgan Stanley November 1999 - December 2001
Refco May 1996 - June 1999
Merrill Lynch January 1994 - May 1996
Skills
Asset Management, Asset Allocation, Capital Raising, Alternative Investments, Alternative Assets, Hedge Funds, Private Equity
Education
Harvard University 1995 — 1995
Graduate Studies, Finance
York University 1989 — 1992
Bachelor of Business Administration Studies, Banking, Corporate, Finance, and Securities Law
Elizabeth Garrido's Merrill Lynch Experience September 2008 - Present
Job Wealth Management Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Education
Harvard University 1993 — 2000
Associates, Humanities/Humanistic Studies
St. Scholasticas College, Manila, Philippines 1992 — 1993
Merrill Lynch September 2008 - Present
Education
Harvard University 1993 — 2000
Associates, Humanities/Humanistic Studies
St. Scholasticas College, Manila, Philippines 1992 — 1993
Jim Garfinkel's Merrill Lynch Experience 1997 - 2005
Job Financial Services Technology Manager
Industry Financial Services
Experience
Greater New York Area August 2015 - Present
Morgan Stanley 2005 - 2015
Merrill Lynch 1997 - 2005
Morgan Stanley 1986 - 1997
Skills
Capital Markets, Business Analysis, Fixed Income, Equities, Trading Systems, Wealth Management, Financial Services, Risk Management, SDLC, Middle Office, Vendor Management, Project Management, Derivatives, Mutual Funds, Asset Management, Equity Derivatives, Financial Markets, Trading, Securities, Prime Brokerage, Investment Brokerage, Regulatory Reporting
Education
Harvard University
Bachelor of Arts (B.A.)
Greater New York Area August 2015 - Present
Morgan Stanley 2005 - 2015
Merrill Lynch 1997 - 2005
Morgan Stanley 1986 - 1997
Skills
Capital Markets, Business Analysis, Fixed Income, Equities, Trading Systems, Wealth Management, Financial Services, Risk Management, SDLC, Middle Office, Vendor Management, Project Management, Derivatives, Mutual Funds, Asset Management, Equity Derivatives, Financial Markets, Trading, Securities, Prime Brokerage, Investment Brokerage, Regulatory Reporting
Education
Harvard University
Bachelor of Arts (B.A.)
Charles A. Hill's Merrill Lynch Experience January 2003 - January 2007
Job Managing Director at Rabobank
Industry Banking
Experience
Rabobank October 2011 - Present
Merrill Lynch January 2003 - January 2007
Merrill Lynch March 1997 - December 2002
Sullivan & Cromwell January 1993 - January 1997
Skills
Structured Products, Structured Finance, Tax, Financial Eng, Product Development, Banking, Mergers & Acquisitions, Finance, Capital Markets, Fixed Income, Income Tax, Mergers
Education
Columbia Law School 1990 — 1993
J.D., Law
Harvard University 1987 — 1990
A.M; A.B, Physics
West Essex High School 1983 — 1986
Rabobank October 2011 - Present
Merrill Lynch January 2003 - January 2007
Merrill Lynch March 1997 - December 2002
Sullivan & Cromwell January 1993 - January 1997
Skills
Structured Products, Structured Finance, Tax, Financial Eng, Product Development, Banking, Mergers & Acquisitions, Finance, Capital Markets, Fixed Income, Income Tax, Mergers
Education
Columbia Law School 1990 — 1993
J.D., Law
Harvard University 1987 — 1990
A.M; A.B, Physics
West Essex High School 1983 — 1986
Greg Dingens's Merrill Lynch Experience 1992 - 2003
Job EVP at Monroe Financial Partners, Inc.
Industry Financial Services
Experience
Siena Capital Partners February 2006 - Present
Monroe Financial Partners, Inc. 2006 - Present
Lehman Brothers 2004 - 2006
Merrill Lynch 1992 - 2003
Skills
Investments, Securities, Hedge Funds, Investment Banking, Equities, Mergers & Acquisitions, Capital Markets, Valuation, Financial Services, Mergers, Alternative Investments, Private Equity, Management, Financial Modeling, Commercial Lending, Due Diligence, Venture Capital, Portfolio Management, Asset Management, Fixed Income, Equity Research, LBO, Series 7, Private Placements, Investment Advisory, Asset Allocation, Derivatives, Corporate Development, Investment Management, Financial Structuring, Corporate Finance, Structured Finance, Financial Markets, Emerging Markets, M&A experience, Investor Relations, Options, IPO, Bloomberg, Leveraged Finance, Investment Strategies, Trading, Mutual Funds, Bonds
Education
Harvard Law School 1989 — 1992
JD
University of Notre Dame 1982 — 1986
BA, History
Siena Capital Partners February 2006 - Present
Monroe Financial Partners, Inc. 2006 - Present
Lehman Brothers 2004 - 2006
Merrill Lynch 1992 - 2003
Skills
Investments, Securities, Hedge Funds, Investment Banking, Equities, Mergers & Acquisitions, Capital Markets, Valuation, Financial Services, Mergers, Alternative Investments, Private Equity, Management, Financial Modeling, Commercial Lending, Due Diligence, Venture Capital, Portfolio Management, Asset Management, Fixed Income, Equity Research, LBO, Series 7, Private Placements, Investment Advisory, Asset Allocation, Derivatives, Corporate Development, Investment Management, Financial Structuring, Corporate Finance, Structured Finance, Financial Markets, Emerging Markets, M&A experience, Investor Relations, Options, IPO, Bloomberg, Leveraged Finance, Investment Strategies, Trading, Mutual Funds, Bonds
Education
Harvard Law School 1989 — 1992
JD
University of Notre Dame 1982 — 1986
BA, History
Ghislain Gouraige Ghislain Gouraige's Merrill Lynch Experience 1993 - 2000
Job Senior Vice PresidentPrivate Wealth Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2006 - Present
Bank of America 2004 - 2006
Lehman Brothers 2000 - 2004
Merrill Lynch 1993 - 2000
Education
Harvard Law School 1981 — 1984
JD
University of Pennsylvania 1978 — 1980
UBS Wealth Management 2006 - Present
Bank of America 2004 - 2006
Lehman Brothers 2000 - 2004
Merrill Lynch 1993 - 2000
Education
Harvard Law School 1981 — 1984
JD
University of Pennsylvania 1978 — 1980
Greg Hundley's Merrill Lynch Experience 2006 - 2010
Job Managing Director at JGR Capital Partners
Industry Financial Services
Experience
JGR Capital Partners 2014 - Present
Goldman Sachs 2010 - 2014
Merrill Lynch 2006 - 2010
Skills
Investment Banking, Equity Research, Capital Raising
Education
Harvard University
Bachelor of Science (B.S.), Finance, General
JGR Capital Partners 2014 - Present
Goldman Sachs 2010 - 2014
Merrill Lynch 2006 - 2010
Skills
Investment Banking, Equity Research, Capital Raising
Education
Harvard University
Bachelor of Science (B.S.), Finance, General
Alan Himmelreich Alan Himmelreich's Merrill Lynch Experience 1999 - 2003
Job Vice President Corporate Liquidity
Industry Information Technology and Services
Experience
SunGard Financial Systems November 2013 - Present
US Navy December 2007 - Present
Cisco Systems 2007 - November 2013
OutSell Consulting 2004 - 2007
Merrill Lynch 1999 - 2003
United States Air Force May 1995 - January 1999
Education
Harvard Law School 2013 — 2013
Executive Certificate, Negotiation and Leadership
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Executive Certificate, Leadership & Management
Villanova University
Executive Certificate, Six Sigma- Green Belt Certification
University of Phoenix 1996 — 1998
MBA, Business Administration, Management and Operations
Wittenberg University 1989 — 1993
Bachelor's degree, English Language and Literature/Letters
SunGard Financial Systems November 2013 - Present
US Navy December 2007 - Present
Cisco Systems 2007 - November 2013
OutSell Consulting 2004 - 2007
Merrill Lynch 1999 - 2003
United States Air Force May 1995 - January 1999
Education
Harvard Law School 2013 — 2013
Executive Certificate, Negotiation and Leadership
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Executive Certificate, Leadership & Management
Villanova University
Executive Certificate, Six Sigma- Green Belt Certification
University of Phoenix 1996 — 1998
MBA, Business Administration, Management and Operations
Wittenberg University 1989 — 1993
Bachelor's degree, English Language and Literature/Letters
Ted Williamson's Merrill Lynch Experience June 1983 - November 1990
Job National Sales Manager at Dressander/BHC
Industry Financial Services
Experience
Dressander/BHC July 2015 - Present
WealthVest Marketing October 2009 - June 2015
Prudential Annuities November 2005 - March 2009
American Skandia December 1999 - October 2005
Wachovia Securities (formerly Prudential Securities) November 1990 - December 1999
Merrill Lynch June 1983 - November 1990
Skills
Workshop Facilitation, Fixed Annuities, Consultative Approach, Retirement Planning, Presentation Coaching, New Business Development, Instructional Design, Annuity Sales, Retirement, Financial Advisory, Mutual Funds, Leadership, Insurance, Training, Selling, Public Speaking
Education
Harvard University
Master’s Degree, Administration, Planning and Social Policy
Dressander/BHC July 2015 - Present
WealthVest Marketing October 2009 - June 2015
Prudential Annuities November 2005 - March 2009
American Skandia December 1999 - October 2005
Wachovia Securities (formerly Prudential Securities) November 1990 - December 1999
Merrill Lynch June 1983 - November 1990
Skills
Workshop Facilitation, Fixed Annuities, Consultative Approach, Retirement Planning, Presentation Coaching, New Business Development, Instructional Design, Annuity Sales, Retirement, Financial Advisory, Mutual Funds, Leadership, Insurance, Training, Selling, Public Speaking
Education
Harvard University
Master’s Degree, Administration, Planning and Social Policy
Buzz Olson's Merrill Lynch Experience January 1980 - August 1981
Job Founded Quality Curve LLC to turn ideas into businesses
Industry Financial Services
Experience
Quality Curve LLC February 2013 - Present
Self Employed January 2008 - February 2013
Olson Global Markets January 1995 - January 2008
Mabon Securities November 1993 - December 1994
Prudential Securities March 1984 - November 1992
Walsh Greenwood & Company January 1981 - March 1984
Merrill Lynch January 1980 - August 1981
Kidder Peabody August 1978 - December 1978
Skills
research design,..., Creative Writing, Technical Analysis, Technical Writing, Coaching, Ice Hockey, Creativity, Creative Strategy, Creative Solutions, Options, Investments, Trading, Portfolio Management, Mergers & Acquisitions, Equities, Marketing, Market Research, Finance, Securities, Asset Management, Hedge Funds, Stock Option, Convertible Securities, Report Writing, Writing, Marketing Communications, Financial Services, Financial Markets, Capital Markets, Private Equity, Investment Strategies, Alternative Investments, Valuation, Venture Capital, Mutual Funds, Equity Research, ETFs, Bloomberg, Financial Modeling, Trading Systems, Crowdfunding, Crowdsourcing, Angel Investing, Business Analysis, Start-ups, Investment Advisory, Emerging Markets, Management
Education
Harvard University 1971 — 1975
BA, English Literature
Phillips Academy, Andover, Ma. 1968 — 1971
High School
Quality Curve LLC February 2013 - Present
Self Employed January 2008 - February 2013
Olson Global Markets January 1995 - January 2008
Mabon Securities November 1993 - December 1994
Prudential Securities March 1984 - November 1992
Walsh Greenwood & Company January 1981 - March 1984
Merrill Lynch January 1980 - August 1981
Kidder Peabody August 1978 - December 1978
Skills
research design,..., Creative Writing, Technical Analysis, Technical Writing, Coaching, Ice Hockey, Creativity, Creative Strategy, Creative Solutions, Options, Investments, Trading, Portfolio Management, Mergers & Acquisitions, Equities, Marketing, Market Research, Finance, Securities, Asset Management, Hedge Funds, Stock Option, Convertible Securities, Report Writing, Writing, Marketing Communications, Financial Services, Financial Markets, Capital Markets, Private Equity, Investment Strategies, Alternative Investments, Valuation, Venture Capital, Mutual Funds, Equity Research, ETFs, Bloomberg, Financial Modeling, Trading Systems, Crowdfunding, Crowdsourcing, Angel Investing, Business Analysis, Start-ups, Investment Advisory, Emerging Markets, Management
Education
Harvard University 1971 — 1975
BA, English Literature
Phillips Academy, Andover, Ma. 1968 — 1971
High School
Kushal Mukherjee Kushal Mukherjee's Merrill Lynch Experience April 2007 - March 2009
Job Sr.Consultant at Covance
Industry Financial Services
Experience
Covance April 2015 - Present
The Blackstone Group May 2013 - April 2015
TD Ameritrade - WSE - IdM/Directory Services April 2011 - May 2013
Ensynch June 2010 - April 2011
UNIX Corporation January 2010 - June 2010
NYC Department of Environmental Protection May 2009 - December 2009
Merrill Lynch April 2007 - March 2009
XL Capital May 2005 - April 2007
Republican National Committee October 2003 - December 2004
New York City Mayor's Office October 2001 - October 2003
Skills
Security, Requirements Analysis, IT Strategy, Identity Management, SharePoint, Enterprise Architecture, Disaster Recovery, Project Management, Integration, SDLC, Cloud Computing, Program Management, Pre-sales, Unix, Active Directory, Vendor Management
Education
Harvard Extension School 2010 — 2012
ALB, Computer Science
Pace University 1993 — 1995
Rensselaer Polytechnic Institute 1990 — 1992
Bachelor of Science (BSc), Chemistry
Rockland Country Day School 1988 — 1990
Diploma
Pearl River High School
Pearl River High School
Covance April 2015 - Present
The Blackstone Group May 2013 - April 2015
TD Ameritrade - WSE - IdM/Directory Services April 2011 - May 2013
Ensynch June 2010 - April 2011
UNIX Corporation January 2010 - June 2010
NYC Department of Environmental Protection May 2009 - December 2009
Merrill Lynch April 2007 - March 2009
XL Capital May 2005 - April 2007
Republican National Committee October 2003 - December 2004
New York City Mayor's Office October 2001 - October 2003
Skills
Security, Requirements Analysis, IT Strategy, Identity Management, SharePoint, Enterprise Architecture, Disaster Recovery, Project Management, Integration, SDLC, Cloud Computing, Program Management, Pre-sales, Unix, Active Directory, Vendor Management
Education
Harvard Extension School 2010 — 2012
ALB, Computer Science
Pace University 1993 — 1995
Rensselaer Polytechnic Institute 1990 — 1992
Bachelor of Science (BSc), Chemistry
Rockland Country Day School 1988 — 1990
Diploma
Pearl River High School
Pearl River High School
Gleb Kuznetsov's Merrill Lynch Experience January 2009 - January 2009
Job Graduate Student at Harvard University
Industry Biotechnology
Experience
Harvard University August 2014 - Present
Harvard Medical School August 2012 - August 2014
Google February 2011 - May 2012
MIT January 2010 - January 2011
Eversitas, LLC July 2010 - August 2010
MIT Media Lab June 2009 - January 2010
Merrill Lynch January 2009 - January 2009
BMW May 2008 - August 2008
Skills
Artificial Intelligence, Web Development, Computer Science, Python, Machine Learning, LaTeX, Algorithms, Software Engineering, Java, Human Computer..., Web Applications, Django, Distributed Systems, JavaScript, User Interface, Linux, Git, Simulations, Software Development, Programming, Software Design
Education
Harvard University 2014 — 2019
Doctor of Philosophy (Ph.D.), Biophysics
Massachusetts Institute of Technology 2010 — 2011
M.Eng., Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2006 — 2010
B.S, Electrical Engineering and Computer Science
Harvard University August 2014 - Present
Harvard Medical School August 2012 - August 2014
Google February 2011 - May 2012
MIT January 2010 - January 2011
Eversitas, LLC July 2010 - August 2010
MIT Media Lab June 2009 - January 2010
Merrill Lynch January 2009 - January 2009
BMW May 2008 - August 2008
Skills
Artificial Intelligence, Web Development, Computer Science, Python, Machine Learning, LaTeX, Algorithms, Software Engineering, Java, Human Computer..., Web Applications, Django, Distributed Systems, JavaScript, User Interface, Linux, Git, Simulations, Software Development, Programming, Software Design
Education
Harvard University 2014 — 2019
Doctor of Philosophy (Ph.D.), Biophysics
Massachusetts Institute of Technology 2010 — 2011
M.Eng., Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2006 — 2010
B.S, Electrical Engineering and Computer Science
Jacqueline Bell CFA, CFP®'s Merrill Lynch Experience September 1996 - September 2006
Job Director at Dowling & Yahnke, LLC
Industry Investment Management
Experience
Dowling & Yahnke, LLC February 2007 - Present
Merrill Lynch September 1996 - September 2006
Harbor Capital Management 1993 - 1996
The Boston Company June 1989 - September 1993
Education
Harvard University 1985 — 1989
United World College USA 1983 — 1985
International Baccalaureate (I.B.)
Dowling & Yahnke, LLC February 2007 - Present
Merrill Lynch September 1996 - September 2006
Harbor Capital Management 1993 - 1996
The Boston Company June 1989 - September 1993
Education
Harvard University 1985 — 1989
United World College USA 1983 — 1985
International Baccalaureate (I.B.)
Bianca Buck's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Harvard DRCLAS June 2011 - August 2011
Skills
Economics, Microsoft Excel, Extensive International..., Stata, Bloomberg, Spanish, Microsoft Office, Financial Analysis, Equity Capital Markets, Research, Investment Banking
Education
Harvard University 2010 — 2014
BA, Economics
Jakarta International School 2006 — 2010
International Baccalaureate
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Harvard DRCLAS June 2011 - August 2011
Skills
Economics, Microsoft Excel, Extensive International..., Stata, Bloomberg, Spanish, Microsoft Office, Financial Analysis, Equity Capital Markets, Research, Investment Banking
Education
Harvard University 2010 — 2014
BA, Economics
Jakarta International School 2006 — 2010
International Baccalaureate
Adam Alfert's Merrill Lynch Experience April 2000 - July 2006
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
GE August 2010 - March 2015
GE Asset Management February 2014 - January 2015
GE Capital January 2009 - July 2010
GE Money August 2006 - December 2008
Merrill Lynch April 2000 - July 2006
Coudert Brothers September 1994 - September 1996
Skills
Mergers & Acquisitions, Mandarin, Joint Ventures, Corporate Finance, Tax, International Tax, Cross-border..., Mandarin Chinese, Restructuring, Corporate Tax, Private Equity, Due Diligence, Transfer Pricing, Tax Accounting, Corporate Governance, Tax Law
Education
Harvard Law School 1990 — 1994
JD, Law
Harvard Graduate School of Arts & Sciences 1990 — 1994
MA, East Asian Studies
Harvard University 1985 — 1989
AB, Social Studies
Goldman Sachs April 2015 - Present
GE August 2010 - March 2015
GE Asset Management February 2014 - January 2015
GE Capital January 2009 - July 2010
GE Money August 2006 - December 2008
Merrill Lynch April 2000 - July 2006
Coudert Brothers September 1994 - September 1996
Skills
Mergers & Acquisitions, Mandarin, Joint Ventures, Corporate Finance, Tax, International Tax, Cross-border..., Mandarin Chinese, Restructuring, Corporate Tax, Private Equity, Due Diligence, Transfer Pricing, Tax Accounting, Corporate Governance, Tax Law
Education
Harvard Law School 1990 — 1994
JD, Law
Harvard Graduate School of Arts & Sciences 1990 — 1994
MA, East Asian Studies
Harvard University 1985 — 1989
AB, Social Studies
Carlyle Peake's Merrill Lynch Experience 2007 - 2009
Job Head of Emerging Markets Syndicate at BBVA
Industry Financial Services
Experience
BBVA July 2011 - Present
Aladdin Capital June 2009 - July 2011
Merrill Lynch 2007 - 2009
Dresdner Kleinwort 2004 - 2007
Merrill Lynch June 1993 - March 2002
Skills
Capital Markets, Emerging Markets, Financial Structuring, Fixed Income, Investments
Education
Harvard University 1989 — 1993
BA, Economics
White Plains High School 1985 — 1989
BBVA July 2011 - Present
Aladdin Capital June 2009 - July 2011
Merrill Lynch 2007 - 2009
Dresdner Kleinwort 2004 - 2007
Merrill Lynch June 1993 - March 2002
Skills
Capital Markets, Emerging Markets, Financial Structuring, Fixed Income, Investments
Education
Harvard University 1989 — 1993
BA, Economics
White Plains High School 1985 — 1989
Sara Nayeem Sara Nayeem's Merrill Lynch Experience 2006 - 2009
Job Principal at New Enterprise Associates
Industry Venture Capital & Private Equity
Experience
New Enterprise Associates January 2010 - Present
New Enterprise Associates January 2009 - December 2009
Merrill Lynch 2006 - 2009
Morgan Stanley 1999 - 2001
Education
Yale University 2001 — 2006
MD / MBA
Harvard University 1995 — 1999
AB, Biological Sciences
New Enterprise Associates January 2010 - Present
New Enterprise Associates January 2009 - December 2009
Merrill Lynch 2006 - 2009
Morgan Stanley 1999 - 2001
Education
Yale University 2001 — 2006
MD / MBA
Harvard University 1995 — 1999
AB, Biological Sciences
James A Jones's Merrill Lynch Experience 1994 - 2000
Job National Speaker, Author, Educator for Retirement Planning
Industry Financial Services
Experience
IRAeXchange.net July 2010 - Present
The Kingdom Trust Company July 2013 - July 2014
The Entrust Group 2010 - July 2012
Reliant Mortgage 2008 - 2010
Wells Fargo 2000 - 2008
Merrill Lynch 1994 - 2000
Skills
Investments, Private Placements, Options, Wealth Management, Joint Ventures, Retirement, Alternative Investments, Private Equity, Equities, Real Estate Economics, Real Estate Financing, Financial Structuring, Asset Managment, Valuation, Investment Strategies, Venture Capital, Financial Modeling, Investment Management, Loan Origination, Trading, Hedge Funds, Due Diligence, Fixed Income, Real Estate, Funding, Mortgage Lending, Portfolio Management, Investment Properties, Asset Management, Real Estate Transactions, IRAs, Financial Services, Investors, Strategic Financial..., Finance, Retirement Planning, Mutual Funds, Series 7, Capital Markets, Insurance, Loans, Business Development, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Corporate Finance, Brokerage, Securities, Investor Relations, Derivatives
Education
Harvard University 1993 — 1995
Masters, Finance
IRAeXchange.net July 2010 - Present
The Kingdom Trust Company July 2013 - July 2014
The Entrust Group 2010 - July 2012
Reliant Mortgage 2008 - 2010
Wells Fargo 2000 - 2008
Merrill Lynch 1994 - 2000
Skills
Investments, Private Placements, Options, Wealth Management, Joint Ventures, Retirement, Alternative Investments, Private Equity, Equities, Real Estate Economics, Real Estate Financing, Financial Structuring, Asset Managment, Valuation, Investment Strategies, Venture Capital, Financial Modeling, Investment Management, Loan Origination, Trading, Hedge Funds, Due Diligence, Fixed Income, Real Estate, Funding, Mortgage Lending, Portfolio Management, Investment Properties, Asset Management, Real Estate Transactions, IRAs, Financial Services, Investors, Strategic Financial..., Finance, Retirement Planning, Mutual Funds, Series 7, Capital Markets, Insurance, Loans, Business Development, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Corporate Finance, Brokerage, Securities, Investor Relations, Derivatives
Education
Harvard University 1993 — 1995
Masters, Finance
Gregory Attorri's Merrill Lynch Experience June 2000 - July 2002
Job Board Member/Adjunct Professor/Investment Banker
Industry Investment Banking
Experience
Army Heritage Center Foundation March 2012 - Present
Villanova University November 2009 - Present
tw telecom, inc. April 2006 - Present
GJA Advisory Services LLC March 2006 - Present
Waller Capital February 2006 - February 2009
Wachovia Securities, LLC July 2002 - February 2006
Merrill Lynch June 2000 - July 2002
Morgan Stanley February 1994 - June 2000
GE Capital May 1990 - February 1994
Merrill Lynch April 1986 - May 1990
Skills
Mergers, Venture Capital, Private Equity, Corporate Finance, Due Diligence, Corporate Development, Start-ups, Financial Modeling, Investor Relations, Corporate Governance, Investment Banking, Capital Markets, Investments, Equities, Valuation
Education
Harvard Law School 1981 — 1984
JD
Harvard University 1977 — 1981
AB, History
Army Heritage Center Foundation March 2012 - Present
Villanova University November 2009 - Present
tw telecom, inc. April 2006 - Present
GJA Advisory Services LLC March 2006 - Present
Waller Capital February 2006 - February 2009
Wachovia Securities, LLC July 2002 - February 2006
Merrill Lynch June 2000 - July 2002
Morgan Stanley February 1994 - June 2000
GE Capital May 1990 - February 1994
Merrill Lynch April 1986 - May 1990
Skills
Mergers, Venture Capital, Private Equity, Corporate Finance, Due Diligence, Corporate Development, Start-ups, Financial Modeling, Investor Relations, Corporate Governance, Investment Banking, Capital Markets, Investments, Equities, Valuation
Education
Harvard Law School 1981 — 1984
JD
Harvard University 1977 — 1981
AB, History
Charles Andriole Charles Andriole's Merrill Lynch Experience November 2004 - November 2013
Job Managing Director, Partner: The Andriole Group HighTower
Industry Financial Services
Experience
The Andriole Group HighTower November 2013 - Present
Merrill Lynch November 2004 - November 2013
Skills
Series 7, Investments, Retirement Planning, Asset Allocation, Equities, Wealth Management, Investment Advisory, Strategic Financial..., Asset Managment, Portfolio Management, Equity Research, ETFs, 529 Plans, Finance, Financial Services, Asset Management
Education
Villanova University 1975 — 1982
Psychology / Economics
Harvard University 2007 — 2008
Executive Education, Behavioral Finance
The University of Chicago Booth School of Business 2006 — 2007
Executive Education, Portfolio Management Analytics
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Education, Business Leadership
New York Institute of Finance 1988 — 1989
Post Graduate Studies, Technical Financial Market Analysis
New York University 1986 — 1987
Post Graduate Studies, Finance
Yale University 1984 — 1985
Post Graduate Studies, Economics
Villanova University 1980 — 1981
Post Graduate Studies, Accounting
Villanova University 1975 — 1979
Bachelor of Arts, Psychology
The Andriole Group HighTower November 2013 - Present
Merrill Lynch November 2004 - November 2013
Skills
Series 7, Investments, Retirement Planning, Asset Allocation, Equities, Wealth Management, Investment Advisory, Strategic Financial..., Asset Managment, Portfolio Management, Equity Research, ETFs, 529 Plans, Finance, Financial Services, Asset Management
Education
Villanova University 1975 — 1982
Psychology / Economics
Harvard University 2007 — 2008
Executive Education, Behavioral Finance
The University of Chicago Booth School of Business 2006 — 2007
Executive Education, Portfolio Management Analytics
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Education, Business Leadership
New York Institute of Finance 1988 — 1989
Post Graduate Studies, Technical Financial Market Analysis
New York University 1986 — 1987
Post Graduate Studies, Finance
Yale University 1984 — 1985
Post Graduate Studies, Economics
Villanova University 1980 — 1981
Post Graduate Studies, Accounting
Villanova University 1975 — 1979
Bachelor of Arts, Psychology
David G. Kinney, President's Merrill Lynch Experience 1986 - 1988
Job Executable Business Strategy & Systematic Execution of Business Strategy
Industry Management Consulting
Experience
The Kinney Group June 2007 - Present
Vantera Partners February 2014 - Present
Executive Performance Group April 2012 - Present
Management Action Programs September 2006 - March 2007
Media Data Corporation May 2002 - May 2006
Integrated Business Solutions February 1998 - May 2002
Current Attractions Magazine November 1994 - February 1998
Target Marketing Systems May 1991 - October 1994
Mrs. Kinney's Kitchen 1989 - 1991
Merrill Lynch 1986 - 1988
Skills
Business Strategy, Strategic Planning, Strategic Analysis, Small Business, Accountability..., Management, Accountability, Mergers, Analysis, Advertising, Marketing, Marketing Strategy, Management Consulting, Negotiation, Entrepreneurship, Business Development, Leadership, Business Planning, Strategy, Finance, Outsourcing, Sales, Mergers & Acquisitions, Business Analysis, Strategic Partnerships, Executive Management, Investments, Corporate Development, Due Diligence, Venture Capital, Competitive Analysis, Consulting, Private Equity, Restructuring, Angel Investing
Education
Harvard University 1975 — 1979
AB, Economics/American History
Bishop Hendricken High School 1971 — 1975
College Prep, College Prep
The Kinney Group June 2007 - Present
Vantera Partners February 2014 - Present
Executive Performance Group April 2012 - Present
Management Action Programs September 2006 - March 2007
Media Data Corporation May 2002 - May 2006
Integrated Business Solutions February 1998 - May 2002
Current Attractions Magazine November 1994 - February 1998
Target Marketing Systems May 1991 - October 1994
Mrs. Kinney's Kitchen 1989 - 1991
Merrill Lynch 1986 - 1988
Skills
Business Strategy, Strategic Planning, Strategic Analysis, Small Business, Accountability..., Management, Accountability, Mergers, Analysis, Advertising, Marketing, Marketing Strategy, Management Consulting, Negotiation, Entrepreneurship, Business Development, Leadership, Business Planning, Strategy, Finance, Outsourcing, Sales, Mergers & Acquisitions, Business Analysis, Strategic Partnerships, Executive Management, Investments, Corporate Development, Due Diligence, Venture Capital, Competitive Analysis, Consulting, Private Equity, Restructuring, Angel Investing
Education
Harvard University 1975 — 1979
AB, Economics/American History
Bishop Hendricken High School 1971 — 1975
College Prep, College Prep
Madeline Wang Madeline Wang's Merrill Lynch Experience September 2001 - November 2004
Job Director Structured Finance at Ameresco
Industry Financial Services
Experience
Ameresco October 2014 - Present
TAG Energy Partners October 2010 - September 2014
SCIENTIA Group May 2008 - October 2010
Deutsche Bank Securities November 2004 - February 2008
Merrill Lynch September 2001 - November 2004
Goldman Sachs June 2000 - August 2000
McKinsey & Company September 1997 - June 1999
Skills
Mergers, Investment Banking, Strategy, Joint Ventures, Investments, Business Development, Strategic Partnerships, Renewable Energy, Finance, Market Research, Project Finance, Valuation, Financial Modeling
Education
Massachusetts Institute of Technology 1999 — 2001
MBA
Harvard University 1993 — 1997
B.A. magna cum laude
St. Paul's School 1991 — 1993
Ameresco October 2014 - Present
TAG Energy Partners October 2010 - September 2014
SCIENTIA Group May 2008 - October 2010
Deutsche Bank Securities November 2004 - February 2008
Merrill Lynch September 2001 - November 2004
Goldman Sachs June 2000 - August 2000
McKinsey & Company September 1997 - June 1999
Skills
Mergers, Investment Banking, Strategy, Joint Ventures, Investments, Business Development, Strategic Partnerships, Renewable Energy, Finance, Market Research, Project Finance, Valuation, Financial Modeling
Education
Massachusetts Institute of Technology 1999 — 2001
MBA
Harvard University 1993 — 1997
B.A. magna cum laude
St. Paul's School 1991 — 1993
Amy Huang's Merrill Lynch Experience June 2014 - August 2014
Job Mentor at Japan AmericaAcademic Center
Industry Management Consulting
Experience
Japan America-Academic Center May 2015 - Present
Harvard T.H. Chan School of Public Health June 2015 - June 2015
Bon'App October 2014 - February 2015
Merrill Lynch June 2014 - August 2014
Double Delight Corporation June 2012 - September 2012
Skills
Data Analysis, Microsoft Office, Stata, Microsoft Excel, PowerPoint, Economics, English, Statistics, Public Speaking, Microsoft Word, Leadership, Spanish
Education
Harvard University 2013 — 2017
Bachelor of Arts (BA), Economics, Global Health and Health Policy, Sophomore
Arnold O. Beckman High School 2009 — 2013
Japan America-Academic Center May 2015 - Present
Harvard T.H. Chan School of Public Health June 2015 - June 2015
Bon'App October 2014 - February 2015
Merrill Lynch June 2014 - August 2014
Double Delight Corporation June 2012 - September 2012
Skills
Data Analysis, Microsoft Office, Stata, Microsoft Excel, PowerPoint, Economics, English, Statistics, Public Speaking, Microsoft Word, Leadership, Spanish
Education
Harvard University 2013 — 2017
Bachelor of Arts (BA), Economics, Global Health and Health Policy, Sophomore
Arnold O. Beckman High School 2009 — 2013
Zhiheng Xu Zhiheng Xu's Merrill Lynch Experience August 2011 - December 2011
Job Business Analyst at OPS Rules Partners LLC
Industry Management Consulting
Experience
OPS Rules Partners LLC September 2013 - Present
Massachusetts Institute of Technology (MIT) August 2012 - June 2013
China Star Venture Capital January 2012 - July 2012
Merrill Lynch August 2011 - December 2011
Skills
Supply Chain Management, Supply Chain, Logistics, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Process Improvement, Operations Management, Portfolio Management, Due Diligence, Valuation, Six Sigma, Bloomberg, Strategic Planning, Derivatives, Equity Research, Business Intelligence, Microsoft Office, Bloomberg Terminal, Mandarin, Equity Valuation, Financial Statement..., Equities, T-SQL, Microsoft SQL Server, Tableau, Price Forecasting, Python, R
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Engineering (Operation Research), Overall GPA: 5.0/5.0 (1st ranking of class)
University of Hawaii at Manoa 2008 — 2011
B.B.A., Major: Finance & Accounting / Minor: Economics, Major GPA: 4.0/4.0 (1st ranking in major), Overall GPA:3.9/4.0
Harvard University
OPS Rules Partners LLC September 2013 - Present
Massachusetts Institute of Technology (MIT) August 2012 - June 2013
China Star Venture Capital January 2012 - July 2012
Merrill Lynch August 2011 - December 2011
Skills
Supply Chain Management, Supply Chain, Logistics, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Process Improvement, Operations Management, Portfolio Management, Due Diligence, Valuation, Six Sigma, Bloomberg, Strategic Planning, Derivatives, Equity Research, Business Intelligence, Microsoft Office, Bloomberg Terminal, Mandarin, Equity Valuation, Financial Statement..., Equities, T-SQL, Microsoft SQL Server, Tableau, Price Forecasting, Python, R
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Engineering (Operation Research), Overall GPA: 5.0/5.0 (1st ranking of class)
University of Hawaii at Manoa 2008 — 2011
B.B.A., Major: Finance & Accounting / Minor: Economics, Major GPA: 4.0/4.0 (1st ranking in major), Overall GPA:3.9/4.0
Harvard University
Radina Mihaleva's Merrill Lynch Experience 2006 - 2006
Job Business Development and Strategic Partnerships at CloudFlare, Inc.
Industry Information Technology and Services
Experience
CloudFlare, Inc. May 2015 - Present
PayPal / Braintree January 2014 - May 2015
Oliver Wyman 2010 - 2014
Goldman Sachs 2007 - 2010
Merrill Lynch 2006 - 2006
Skills
French, Project Management, Business Development, Valuation, Private Equity, Management Consulting, Analysis, Financial Analysis, Emerging Markets, Analytics, Strategy, Business Strategy, Economics, Management, Consulting, Financial Modeling, Corporate Finance, Start-ups
Education
Harvard University
CloudFlare, Inc. May 2015 - Present
PayPal / Braintree January 2014 - May 2015
Oliver Wyman 2010 - 2014
Goldman Sachs 2007 - 2010
Merrill Lynch 2006 - 2006
Skills
French, Project Management, Business Development, Valuation, Private Equity, Management Consulting, Analysis, Financial Analysis, Emerging Markets, Analytics, Strategy, Business Strategy, Economics, Management, Consulting, Financial Modeling, Corporate Finance, Start-ups
Education
Harvard University
Jorge D. Usandivaras Jorge D. Usandivaras's Merrill Lynch Experience 2006 - 2008
Job Financial Advisory Services
Industry Financial Services
Experience
Deutsche Bank 2010 - 2012
Banco Itaú 2008 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2001 - 2006
ABN AMRO 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Investment Banking, Hedge Funds, Capital Markets, Emerging Markets, Derivatives, Investments, Trading, Mergers & Acquisitions, Venture Capital, Fixed Income, Equities, Corporate Finance, Private Equity, Corporate Law, Structured Finance, Valuation
Education
Harvard Law School
Harvard University, John F. Kennedy School of Government
Universidad Austral, Buenos Aires 1993 — 1994
Deutsche Bank 2010 - 2012
Banco Itaú 2008 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2001 - 2006
ABN AMRO 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Investment Banking, Hedge Funds, Capital Markets, Emerging Markets, Derivatives, Investments, Trading, Mergers & Acquisitions, Venture Capital, Fixed Income, Equities, Corporate Finance, Private Equity, Corporate Law, Structured Finance, Valuation
Education
Harvard Law School
Harvard University, John F. Kennedy School of Government
Universidad Austral, Buenos Aires 1993 — 1994
Margaret Wang's Merrill Lynch Experience June 2009 - May 2010
Job Business Strategy @ Squarespace
Industry Information Technology and Services
Experience
Lincoln Center for the Performing Arts June 2014 - August 2014
The B Team February 2013 - June 2013
Goldman Sachs May 2010 - February 2013
Merrill Lynch June 2009 - May 2010
Skills
Business Strategy, Strategy, Analysis, Business Development, Financial Modeling, Valuation, Economics, Marketing, Management, Private Equity, Product Development, Financial Analysis, Research, Strategic Planning, Leadership, Market Research, Emerging Markets, Entrepreneurship, Project Management, Product Management, Cross-functional Team...
Education
Harvard University
AB, Economics, History of Art and Architecture
Stanford Graduate School of Business
Master of Business Administration (MBA)
Lincoln Center for the Performing Arts June 2014 - August 2014
The B Team February 2013 - June 2013
Goldman Sachs May 2010 - February 2013
Merrill Lynch June 2009 - May 2010
Skills
Business Strategy, Strategy, Analysis, Business Development, Financial Modeling, Valuation, Economics, Marketing, Management, Private Equity, Product Development, Financial Analysis, Research, Strategic Planning, Leadership, Market Research, Emerging Markets, Entrepreneurship, Project Management, Product Management, Cross-functional Team...
Education
Harvard University
AB, Economics, History of Art and Architecture
Stanford Graduate School of Business
Master of Business Administration (MBA)
Carl Kaufman Carl Kaufman's Merrill Lynch Experience October 1978 - May 1999
Job VP at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management April 2002 - Present
Robertson Stephens May 1999 - April 2002
Merrill Lynch October 1978 - May 1999
Skills
Hedge Funds, Fixed Income, Investments, Equity Research, Capital Markets, Equities, Trading, Alternative Investments
Education
NYU Stern School of Business 1978 — 1980
Business Administration
Harvard University 1973 — 1977
BA, Music
Longy School of Music 1972 — 1973
Music
Osterweis Capital Management April 2002 - Present
Robertson Stephens May 1999 - April 2002
Merrill Lynch October 1978 - May 1999
Skills
Hedge Funds, Fixed Income, Investments, Equity Research, Capital Markets, Equities, Trading, Alternative Investments
Education
NYU Stern School of Business 1978 — 1980
Business Administration
Harvard University 1973 — 1977
BA, Music
Longy School of Music 1972 — 1973
Music
Bryan Kurtz Bryan Kurtz's Merrill Lynch Experience 1999 - 2001
Job Senior Advisor at Broadway Video Ventures
Industry Financial Services
Experience
Broadway Video Ventures April 2013 - Present
Self-Employed 2011 - Present
Arcadia Investment Partners 2004 - 2011
Merrill Lynch 1999 - 2001
Wilson Sonsini Goodrich and Rosati 1997 - 1999
Education
Harvard Law School 1994 — 1997
Law Degree - Cum Laude
University of North Carolina at Chapel Hill 1989 — 1993
BA, Political Science - Phi Beta Kappa
Broadway Video Ventures April 2013 - Present
Self-Employed 2011 - Present
Arcadia Investment Partners 2004 - 2011
Merrill Lynch 1999 - 2001
Wilson Sonsini Goodrich and Rosati 1997 - 1999
Education
Harvard Law School 1994 — 1997
Law Degree - Cum Laude
University of North Carolina at Chapel Hill 1989 — 1993
BA, Political Science - Phi Beta Kappa
Lynsey Mengchen He Lynsey Mengchen He's Merrill Lynch Experience September 2012 - October 2012
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - November 2013
Credit Suisse January 2013 - February 2013
Merrill Lynch September 2012 - October 2012
Cinda Securities August 2011 - March 2012
Skills
Java, JavaScript, SQL, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Investment Banking, Research, Data Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master, Finance
Harvard University 2012 — 2013
Elective Courses from Harvard Busines School and Harvard Law School
University of International Business and Economics 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), E-Business
Beijing number 2 high school 2005 — 2008
High School
Shaker Heights Middle School 2002 — 2004
Cleveland OH
J.P. Morgan July 2013 - November 2013
Credit Suisse January 2013 - February 2013
Merrill Lynch September 2012 - October 2012
Cinda Securities August 2011 - March 2012
Skills
Java, JavaScript, SQL, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Investment Banking, Research, Data Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master, Finance
Harvard University 2012 — 2013
Elective Courses from Harvard Busines School and Harvard Law School
University of International Business and Economics 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), E-Business
Beijing number 2 high school 2005 — 2008
High School
Shaker Heights Middle School 2002 — 2004
Cleveland OH
Bill Cocks's Merrill Lynch Experience 2007 - 2009
Job Finance Professional
Industry Investment Banking
Experience
RBC Capital Markets January 2009 - March 2011
Merrill Lynch 2007 - 2009
Skills
Financial Modeling, Capital Markets, Investment Banking, Bloomberg, Valuation, Business Strategy, Derivatives, Fixed Income, Matlab, Data Analysis, VBA, Economics, Equities, Quantitative Analytics, Structured Products, Business Analysis
Education
University of Toronto - Rotman School of Management 2012 — 2014
MBA, Finance
Harvard University 2002 — 2006
Electrical Engineering and Computer Science
CFA Institute
RBC Capital Markets January 2009 - March 2011
Merrill Lynch 2007 - 2009
Skills
Financial Modeling, Capital Markets, Investment Banking, Bloomberg, Valuation, Business Strategy, Derivatives, Fixed Income, Matlab, Data Analysis, VBA, Economics, Equities, Quantitative Analytics, Structured Products, Business Analysis
Education
University of Toronto - Rotman School of Management 2012 — 2014
MBA, Finance
Harvard University 2002 — 2006
Electrical Engineering and Computer Science
CFA Institute
Tran Luu's Merrill Lynch Experience 1999 - 2003
Job
Industry Internet
Experience
Kleiner Perkins Caufield & Byers April 2015 - Present
Voyager Capital February 2015 - April 2015
Socrata September 2014 - February 2015
Amazon August 2012 - September 2014
Amonix, Inc. November 2009 - June 2012
Quartics, Inc. September 2007 - March 2009
Polaris Venture Partners January 2005 - May 2007
PriceWaterhouseCoopers 2004 - 2005
The Advisory Board Company 2003 - 2004
Merrill Lynch 1999 - 2003
Skills
Sustainability, Business Development, Mergers, Strategic Planning, Start-ups, Business Strategy, Project Management, Competitive Analysis, Due Diligence, Cross-functional Team..., Product Development, Marketing, Product Management, Leadership, Program Management, New Business Development, Energy, Venture Capital, Microsoft Office, Photovoltaics, Renewable Energy, Product Marketing, Team Building, Mergers & Acquisitions, Solar Energy, Management, Strategy, Manufacturing, Performance Management, Project Planning, Budgets, Training
Education
The College of William and Mary 1993 — 1997
BA
Harvard University
Coursework towards M.S.
Kleiner Perkins Caufield & Byers April 2015 - Present
Voyager Capital February 2015 - April 2015
Socrata September 2014 - February 2015
Amazon August 2012 - September 2014
Amonix, Inc. November 2009 - June 2012
Quartics, Inc. September 2007 - March 2009
Polaris Venture Partners January 2005 - May 2007
PriceWaterhouseCoopers 2004 - 2005
The Advisory Board Company 2003 - 2004
Merrill Lynch 1999 - 2003
Skills
Sustainability, Business Development, Mergers, Strategic Planning, Start-ups, Business Strategy, Project Management, Competitive Analysis, Due Diligence, Cross-functional Team..., Product Development, Marketing, Product Management, Leadership, Program Management, New Business Development, Energy, Venture Capital, Microsoft Office, Photovoltaics, Renewable Energy, Product Marketing, Team Building, Mergers & Acquisitions, Solar Energy, Management, Strategy, Manufacturing, Performance Management, Project Planning, Budgets, Training
Education
The College of William and Mary 1993 — 1997
BA
Harvard University
Coursework towards M.S.
Nicholas Crowne's Merrill Lynch Experience July 2008 - March 2009
Job Vice President at TCV
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures August 2015 - Present
GTCR Golder Rauner July 2010 - July 2013
Moelis & Company April 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Harvard University 2004 — 2008
A.B., cum laude
Technology Crossover Ventures August 2015 - Present
GTCR Golder Rauner July 2010 - July 2013
Moelis & Company April 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Harvard University 2004 — 2008
A.B., cum laude
Andrew Bolton Andrew Bolton's Merrill Lynch Experience May 2009 - August 2009
Job Harvard ALM
Industry Management Consulting
Experience
Seeking Alpha 2013 - Present
T3 Trading Group, LLC March 2012 - November 2014
Adaptive Global Strategies llc October 2013 - 2014
Broad Street Securities Group, LLC May 2011 - March 2012
Merrill Lynch May 2009 - August 2009
Skills
Trading, Hedge Funds, Investments, Bloomberg, Financial Markets, Foreign Exchange, Financial Analysis, Finance, PowerPoint, Equity Trading, Derivatives, Microsoft Office, Microsoft Excel, Excel, Word, Access, Large Net Worth..., Financial Services, Options, Securities, Fixed Income, DAS, Light speed, Forex, Microsoft, Microsoft Word, Portfolio Management, Investment Banking, Proprietary Trading, Sarbanes-Oxley section..., Equities, Capital Markets, Asset Management, Letigation Consulting, Project Management, Management Consulting, Consulting, Financial Modeling, Leadership, Valuation, Risk Management, Corporate Finance, Management
Education
Harvard Extension School 2012 — 2017
Masters of Liberal Arts, Finance
Thiel College 2007 — 2011
Bachelor of Arts, Business Administration
Indian Hills High School 2004 — 2007
Diploma
Seeking Alpha 2013 - Present
T3 Trading Group, LLC March 2012 - November 2014
Adaptive Global Strategies llc October 2013 - 2014
Broad Street Securities Group, LLC May 2011 - March 2012
Merrill Lynch May 2009 - August 2009
Skills
Trading, Hedge Funds, Investments, Bloomberg, Financial Markets, Foreign Exchange, Financial Analysis, Finance, PowerPoint, Equity Trading, Derivatives, Microsoft Office, Microsoft Excel, Excel, Word, Access, Large Net Worth..., Financial Services, Options, Securities, Fixed Income, DAS, Light speed, Forex, Microsoft, Microsoft Word, Portfolio Management, Investment Banking, Proprietary Trading, Sarbanes-Oxley section..., Equities, Capital Markets, Asset Management, Letigation Consulting, Project Management, Management Consulting, Consulting, Financial Modeling, Leadership, Valuation, Risk Management, Corporate Finance, Management
Education
Harvard Extension School 2012 — 2017
Masters of Liberal Arts, Finance
Thiel College 2007 — 2011
Bachelor of Arts, Business Administration
Indian Hills High School 2004 — 2007
Diploma
Clyde Mason's Merrill Lynch Experience 2012 - Present
Job Private Wealth Management at Merrill Lynch
Industry Education Management
Experience
Merrill Lynch 2012 - Present
Business Owner January 2007 - Present
Icon International June 2007 - January 2010
The Boston Consulting Group June 2005 - June 2007
United Talent Agency January 2003 - January 2004
Lions Gate Entertainment January 2002 - November 2003
Skills
Hold Series 7, Hold Series 66, Editing, Investments, Business Development, Social Media, Marketing, Tutoring, Management
Education
American Film Institute M.F 2004 — 2006
Master of Fine Arts (M.F.A.)
Harvard University
A.B with Honors, English
Conestoga High School
Merrill Lynch 2012 - Present
Business Owner January 2007 - Present
Icon International June 2007 - January 2010
The Boston Consulting Group June 2005 - June 2007
United Talent Agency January 2003 - January 2004
Lions Gate Entertainment January 2002 - November 2003
Skills
Hold Series 7, Hold Series 66, Editing, Investments, Business Development, Social Media, Marketing, Tutoring, Management
Education
American Film Institute M.F 2004 — 2006
Master of Fine Arts (M.F.A.)
Harvard University
A.B with Honors, English
Conestoga High School
William R. (Bill) White CFP®, CIMA® William R. (Bill) White CFP®, CIMA®'s Merrill Lynch Experience September 1986 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1986 - Present
Skills
Wealth Management, Estate Tax Planning, Alternative Investments, Financial Planning, Retirement Planning, Asset Managment, Investment Strategies, Asset Allocation, Tax-advantaged..., Investment Advisory, Equities, Options, Portfolio Management, Investments
Education
Illinois State University 1980 — 1983
Bachelor’s Degree, Economics
Stanford University 2012 — 2012
Columbia Graduate School of Business 2011 — 2011
Harvard Extension School 2010 — 2010
University of Pennsylvania - The Wharton School 1999 — 1999
Merrill Lynch September 1986 - Present
Skills
Wealth Management, Estate Tax Planning, Alternative Investments, Financial Planning, Retirement Planning, Asset Managment, Investment Strategies, Asset Allocation, Tax-advantaged..., Investment Advisory, Equities, Options, Portfolio Management, Investments
Education
Illinois State University 1980 — 1983
Bachelor’s Degree, Economics
Stanford University 2012 — 2012
Columbia Graduate School of Business 2011 — 2011
Harvard Extension School 2010 — 2010
University of Pennsylvania - The Wharton School 1999 — 1999
Terrence Yang's Merrill Lynch Experience 2002 - 2008
Job Founder, Precelerator, Yang Ventures
Industry Venture Capital & Private Equity
Experience
Precelerator October 2014 - Present
Yang Ventures (advisory) 2013 - Present
Yang Ventures (investments) September 2012 - Present
Check Capital Management Inc. 2011 - 2012
AFI Capital Solutions 2009 - 2011
Merrill Lynch 2002 - 2008
Morgan Stanley 1997 - 2002
Education
Harvard Law School
Juris Doctor
University of Southern California
Bachelor of Science
Precelerator October 2014 - Present
Yang Ventures (advisory) 2013 - Present
Yang Ventures (investments) September 2012 - Present
Check Capital Management Inc. 2011 - 2012
AFI Capital Solutions 2009 - 2011
Merrill Lynch 2002 - 2008
Morgan Stanley 1997 - 2002
Education
Harvard Law School
Juris Doctor
University of Southern California
Bachelor of Science
Judy Yuan Judy Yuan's Merrill Lynch Experience 2002 - 2004
Job Associate Attorney at Baker & McKenzie
Industry Law Practice
Experience
Baker & McKenzie 2014 - Present
BlackRock 2012 - 2013
Kirkland & Ellis LLP 2009 - 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2007 - 2007
Goldman Sachs 2004 - 2006
Merrill Lynch 2002 - 2004
Skills
Investments, Commercial Litigation, Investment Banking, Management, Financial Analysis, Legal Research, Securities Regulation, Legal Writing, Finance
Education
Harvard Law School 2006 — 2009
Juris Doctor, Law
Walter A. Haas School of Business 2001 — 2004
Bachelor of Science, Business Administration and Management
University of California, Berkeley 2001 — 2004
Bachelor of Arts, English Language and Literature
Parsons School of Design 2011 — 2012
Graduate Certificate, Interior Architecture and Design
Baker & McKenzie 2014 - Present
BlackRock 2012 - 2013
Kirkland & Ellis LLP 2009 - 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2007 - 2007
Goldman Sachs 2004 - 2006
Merrill Lynch 2002 - 2004
Skills
Investments, Commercial Litigation, Investment Banking, Management, Financial Analysis, Legal Research, Securities Regulation, Legal Writing, Finance
Education
Harvard Law School 2006 — 2009
Juris Doctor, Law
Walter A. Haas School of Business 2001 — 2004
Bachelor of Science, Business Administration and Management
University of California, Berkeley 2001 — 2004
Bachelor of Arts, English Language and Literature
Parsons School of Design 2011 — 2012
Graduate Certificate, Interior Architecture and Design
Joshua Pacheco Joshua Pacheco's Merrill Lynch Experience 2009 - 2011
Job Financial Advisor at Axis Advisors LLC
Industry Financial Services
Experience
Axis Advisors LLC September 2014 - Present
Financial Planning Alternatives, Inc June 2011 - September 2014
Merrill Lynch 2009 - 2011
Skills
Private Pilot, ETFs, Investments, Hedge Funds, Stock Trading, Series 63, Financial Analysis, Bonds, FINRA, Mutual Funds, Bloomberg, Series 7, Investment Advisory, Equity Trading, Strategic Financial..., Series 66, Alternative Investments, 401k Rollovers, 401k, IRAs, Roth IRA, Simple IRA, SEP IRA, Retirement Planning, Investment Management
Education
Harvard University 2009 — 2014
ALM, Management
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science, Finance
Bishop Stang High School 2001 — 2005
High School Diploma
Axis Advisors LLC September 2014 - Present
Financial Planning Alternatives, Inc June 2011 - September 2014
Merrill Lynch 2009 - 2011
Skills
Private Pilot, ETFs, Investments, Hedge Funds, Stock Trading, Series 63, Financial Analysis, Bonds, FINRA, Mutual Funds, Bloomberg, Series 7, Investment Advisory, Equity Trading, Strategic Financial..., Series 66, Alternative Investments, 401k Rollovers, 401k, IRAs, Roth IRA, Simple IRA, SEP IRA, Retirement Planning, Investment Management
Education
Harvard University 2009 — 2014
ALM, Management
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science, Finance
Bishop Stang High School 2001 — 2005
High School Diploma
Kelly Ren's Merrill Lynch Experience June 2012 - August 2012
Job Growth at Gusto
Industry Internet
Experience
Gusto (formerly ZenPayroll) July 2015 - Present
Hillflint August 2014 - June 2015
SurveyMonkey June 2014 - August 2014
Adobe Marketing Cloud June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Fundamental Neuroscience Laboratories October 2009 - May 2011
Skills
Photoshop, InDesign, Adobe Creative Suite, Website Building, HTML, CSS, C, PHP, JavaScript, Stata, Statistics, Research, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Data Analysis
Education
Harvard University 2011 — 2015
A.B., Economics, Secondary Field in Government
University of North Texas 2009 — 2011
Texas Academy of Mathematics and Science
Gusto (formerly ZenPayroll) July 2015 - Present
Hillflint August 2014 - June 2015
SurveyMonkey June 2014 - August 2014
Adobe Marketing Cloud June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Fundamental Neuroscience Laboratories October 2009 - May 2011
Skills
Photoshop, InDesign, Adobe Creative Suite, Website Building, HTML, CSS, C, PHP, JavaScript, Stata, Statistics, Research, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Data Analysis
Education
Harvard University 2011 — 2015
A.B., Economics, Secondary Field in Government
University of North Texas 2009 — 2011
Texas Academy of Mathematics and Science
Lia Baggao, AIF®'s Merrill Lynch Experience February 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Stonegate Financial Group April 2014 - January 2015
Miller Russell Associates January 2013 - March 2014
Vanguard October 2011 - January 2013
Vanguard July 2010 - September 2011
Vanguard May 2009 - July 2009
Dodge & Cox June 2008 - August 2008
Parnassus Investments June 2007 - August 2007
Skills
Spanish, Excel, French, Word, Microsoft Office, PowerPoint
Education
UCLA Extension 2014 — 2015
Certificate in Personal Financial Planning
Harvard University 2006 — 2010
B.A., Psychology, Spanish
Merrill Lynch February 2015 - Present
Stonegate Financial Group April 2014 - January 2015
Miller Russell Associates January 2013 - March 2014
Vanguard October 2011 - January 2013
Vanguard July 2010 - September 2011
Vanguard May 2009 - July 2009
Dodge & Cox June 2008 - August 2008
Parnassus Investments June 2007 - August 2007
Skills
Spanish, Excel, French, Word, Microsoft Office, PowerPoint
Education
UCLA Extension 2014 — 2015
Certificate in Personal Financial Planning
Harvard University 2006 — 2010
B.A., Psychology, Spanish
Aaron Israel's Merrill Lynch Experience March 2007 - Present
Job COO Execution Services
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Lava Trading January 2006 - February 2007
Track Data Corp January 2005 - January 2006
Heartland Securities February 1998 - 2003
Philadelphia Flyers July 1994 - January 1996
Skills
Trading Systems, Equities, Capital Markets, Electronic Trading, Derivatives, Fixed Income, Portfolio Management, Investments, Hedge Funds, Bloomberg, Equity Trading, Series 7, Product Development, Series 24, Series 63, Electronic Trading..., Equity Swaps, Financial Markets, New Business Development, Securities Regulation, Securities, Emerging Markets, Risk Management, Trading Strategies, Low Latency Trading, FX Trading, Currency, Trading, Start-ups, Order Management, Market Data, Strategy, Business Strategy, Strategic Partnerships, trading system, Project Management, Management, Operational Risk, Options, Investment Banking
Education
Harvard University 1992 — 1998
Bachelor of Arts (BA), Sociology
Merrill Lynch March 2007 - Present
Lava Trading January 2006 - February 2007
Track Data Corp January 2005 - January 2006
Heartland Securities February 1998 - 2003
Philadelphia Flyers July 1994 - January 1996
Skills
Trading Systems, Equities, Capital Markets, Electronic Trading, Derivatives, Fixed Income, Portfolio Management, Investments, Hedge Funds, Bloomberg, Equity Trading, Series 7, Product Development, Series 24, Series 63, Electronic Trading..., Equity Swaps, Financial Markets, New Business Development, Securities Regulation, Securities, Emerging Markets, Risk Management, Trading Strategies, Low Latency Trading, FX Trading, Currency, Trading, Start-ups, Order Management, Market Data, Strategy, Business Strategy, Strategic Partnerships, trading system, Project Management, Management, Operational Risk, Options, Investment Banking
Education
Harvard University 1992 — 1998
Bachelor of Arts (BA), Sociology
Ann MacNaughton, JD, MBA, CFP Ann MacNaughton, JD, MBA, CFP's Merrill Lynch Experience May 2004 - Present
Job sustainable income and wealth transfer solutions for individuals and their families
Industry Financial Services
Experience
Houston Philosophical Society August 2013 - Present
Friends of UH Women's Studies September 2012 - Present
State Bar of Texas June 2010 - Present
Merrill Lynch May 2004 - Present
UH Law Center September 2002 - May 2004
Law Office of Ann L. MacNaughton 1992 - May 2004
Arthur Andersen 1998 - 2000
Vinson & Elkins 1988 - 1992
Mobil Oil Corporation 1981 - 1988
Skills
income planning, wealth transfer..., Financial Goals, Financial Risk..., Portfolio Management, Investments, Retirement Planning, Mergers & Acquisitions, Estate Planning, Private Equity, Alternative Investments, Strategic Financial..., Asset Allocation, Risk Management, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management..., Investment Management, Securities, Management Consulting, Finance, Financial Planning, Management, Leadership, Due Diligence
Education
Harvard Law School 1998 — 1998
Roger Fisher
University of Houston, C.T. Bauer College of Business 1978 — 1980
MBA
University of Houston Law Center 1973 — 1977
Doctor of Law (JD)
University of Houston 1967 — 1972
MBA
St. John's School 1960 — 1966
High School Diploma
Houston Philosophical Society August 2013 - Present
Friends of UH Women's Studies September 2012 - Present
State Bar of Texas June 2010 - Present
Merrill Lynch May 2004 - Present
UH Law Center September 2002 - May 2004
Law Office of Ann L. MacNaughton 1992 - May 2004
Arthur Andersen 1998 - 2000
Vinson & Elkins 1988 - 1992
Mobil Oil Corporation 1981 - 1988
Skills
income planning, wealth transfer..., Financial Goals, Financial Risk..., Portfolio Management, Investments, Retirement Planning, Mergers & Acquisitions, Estate Planning, Private Equity, Alternative Investments, Strategic Financial..., Asset Allocation, Risk Management, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management..., Investment Management, Securities, Management Consulting, Finance, Financial Planning, Management, Leadership, Due Diligence
Education
Harvard Law School 1998 — 1998
Roger Fisher
University of Houston, C.T. Bauer College of Business 1978 — 1980
MBA
University of Houston Law Center 1973 — 1977
Doctor of Law (JD)
University of Houston 1967 — 1972
MBA
St. John's School 1960 — 1966
High School Diploma
James Bradley's Merrill Lynch Experience January 2009 - Present
Job Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
United States Air Force February 2008 - Present
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Valuation, Capital Markets, Equities, Investments, Portfolio Management, Investment Banking, Finance, Fixed Income, Bloomberg, Derivatives, Securities, Application Performance...
Education
Yale University - Yale School of Management 2005 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, GPA 3.9
Harvard University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, GPA 4.0
Merrill Lynch January 2009 - Present
United States Air Force February 2008 - Present
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Valuation, Capital Markets, Equities, Investments, Portfolio Management, Investment Banking, Finance, Fixed Income, Bloomberg, Derivatives, Securities, Application Performance...
Education
Yale University - Yale School of Management 2005 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, GPA 3.9
Harvard University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, GPA 4.0
Karl B. Douglas's Merrill Lynch Experience August 1998 - January 2000
Job SVP Business Development at PPMT Strategic Group
Industry Financial Services
Experience
PPMT Strategic Group November 2014 - Present
Unify Biotechnologies, LLC., formerly BioCelerate LLC September 2014 - Present
European American Capital Partners October 2004 - October 2014
UCC Capital Corporation October 2000 - October 2004
Merrill Lynch August 1998 - January 2000
JP Morgan August 1994 - April 1998
Bear Stearns 1992 - 1994
Salomon Brothers 1990 - 1992
Tradition North America January 1990 - December 1990
Vantage Financial Corp April 1989 - December 1989
Skills
Mergers & Acquisitions, Strategy, Commodity, Capital Markets, Finance, Due Diligence, Valuation, Structured Finance, Financial Structuring, Investments, Executive Management, Equities, Business Strategy, Mining, Venture Capital, Restructuring, Private Equity, Trading, Strategic Planning, Financial Modeling, Investment Banking, Mergers, New Business Development, Start-ups, Portfolio Management, Corporate Finance, Energy, Emerging Markets, Investor Relations, Acquisitions, Funding, Financial Analysis, Private Placements, Corporate Development, Capital
Education
Princeton University 1981 — 1985
Economics, Class of 1985, Political Economy
Harvard University 1982 — 1982
Business/Managerial Economics
Heriot-Watt University 2011 — 2013
Post Graduate Studies in Business Administration, Business/Managerial Economics
PPMT Strategic Group November 2014 - Present
Unify Biotechnologies, LLC., formerly BioCelerate LLC September 2014 - Present
European American Capital Partners October 2004 - October 2014
UCC Capital Corporation October 2000 - October 2004
Merrill Lynch August 1998 - January 2000
JP Morgan August 1994 - April 1998
Bear Stearns 1992 - 1994
Salomon Brothers 1990 - 1992
Tradition North America January 1990 - December 1990
Vantage Financial Corp April 1989 - December 1989
Skills
Mergers & Acquisitions, Strategy, Commodity, Capital Markets, Finance, Due Diligence, Valuation, Structured Finance, Financial Structuring, Investments, Executive Management, Equities, Business Strategy, Mining, Venture Capital, Restructuring, Private Equity, Trading, Strategic Planning, Financial Modeling, Investment Banking, Mergers, New Business Development, Start-ups, Portfolio Management, Corporate Finance, Energy, Emerging Markets, Investor Relations, Acquisitions, Funding, Financial Analysis, Private Placements, Corporate Development, Capital
Education
Princeton University 1981 — 1985
Economics, Class of 1985, Political Economy
Harvard University 1982 — 1982
Business/Managerial Economics
Heriot-Watt University 2011 — 2013
Post Graduate Studies in Business Administration, Business/Managerial Economics
Alex Leinberry's Merrill Lynch Experience June 2010 - August 2010
Job Securities Division at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Jefferies & Company July 2012 - May 2015
Canaccord Genuity June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Harvard University 2008 — 2012
AB, Economics
The Hill School 2004 — 2008
Goldman Sachs June 2015 - Present
Jefferies & Company July 2012 - May 2015
Canaccord Genuity June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Harvard University 2008 — 2012
AB, Economics
The Hill School 2004 — 2008
Elizabeth Haynes's Merrill Lynch Experience April 2004 - April 2005
Job Marketleading research and analytics for institutional investors
Industry Research
Experience
Haynes & Company May 2006 - Present
Urban Outfitters April 2005 - April 2006
Merrill Lynch April 2004 - April 2005
Charles Schwab January 2001 - September 2003
The Boston Consulting Group 1998 - 2000
Skills
Investments, Hedge Funds, Retail, Research, Strategic Consulting, Management Consulting, Start-ups, Marketing Strategy, Entrepreneurship, Investment Banking, Customer Service, Portfolio Management, Market Analysis, Market Research
Education
Harvard University 1994 — 1998
1998, Government
Parsons High School 1990 — 1994
Haynes & Company May 2006 - Present
Urban Outfitters April 2005 - April 2006
Merrill Lynch April 2004 - April 2005
Charles Schwab January 2001 - September 2003
The Boston Consulting Group 1998 - 2000
Skills
Investments, Hedge Funds, Retail, Research, Strategic Consulting, Management Consulting, Start-ups, Marketing Strategy, Entrepreneurship, Investment Banking, Customer Service, Portfolio Management, Market Analysis, Market Research
Education
Harvard University 1994 — 1998
1998, Government
Parsons High School 1990 — 1994
Ariel Quinones's Merrill Lynch Experience August 2006 - October 2007
Job CoFounder at Ironhack
Industry Internet
Experience
Ironhack August 2013 - Present
Oppa June 2012 - September 2012
Credit Suisse October 2007 - May 2011
Merrill Lynch August 2006 - October 2007
Skills
Latin America, Financial Modeling, Mergers & Acquisitions, Start-ups, Business Strategy, Entrepreneurship, Educational Technology, Business Development, Finance
Education
Wharton Business School 2011 — 2013
MBA, Entrepreneurial Management
Harvard University 2002 — 2006
Bachelor of Arts, Government
Ironhack August 2013 - Present
Oppa June 2012 - September 2012
Credit Suisse October 2007 - May 2011
Merrill Lynch August 2006 - October 2007
Skills
Latin America, Financial Modeling, Mergers & Acquisitions, Start-ups, Business Strategy, Entrepreneurship, Educational Technology, Business Development, Finance
Education
Wharton Business School 2011 — 2013
MBA, Entrepreneurial Management
Harvard University 2002 — 2006
Bachelor of Arts, Government
Halle Orr's Merrill Lynch Experience June 2014 - August 2014
Job Analyst Intern at Deutsche Bank
Industry Financial Services
Experience
Cafe Gato Rojo January 2013 - Present
Deutsche Bank June 2015 - August 2015
Prattle Analytics August 2014 - June 2015
Harvard Dorm Crew September 2012 - May 2015
Merrill Lynch June 2014 - August 2014
generationOn June 2013 - August 2013
Skills
Public Speaking, Community Outreach, Microsoft Excel, Public Policy, Stock Market Analysis, Statistics, Stata, Finance, Event Planning, Investment Strategies, Economics, Social Media, Nonprofits, Team Leadership, Strategic Planning, Web Development
Education
Harvard College 2012 — 2016
Economics, Statistics
Our Lady of Mercy High School 2008 — 2012
Cafe Gato Rojo January 2013 - Present
Deutsche Bank June 2015 - August 2015
Prattle Analytics August 2014 - June 2015
Harvard Dorm Crew September 2012 - May 2015
Merrill Lynch June 2014 - August 2014
generationOn June 2013 - August 2013
Skills
Public Speaking, Community Outreach, Microsoft Excel, Public Policy, Stock Market Analysis, Statistics, Stata, Finance, Event Planning, Investment Strategies, Economics, Social Media, Nonprofits, Team Leadership, Strategic Planning, Web Development
Education
Harvard College 2012 — 2016
Economics, Statistics
Our Lady of Mercy High School 2008 — 2012
David Benson David Benson's Merrill Lynch Experience June 1988 - June 2002
Job EVP and Chief Financial Officer at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2002 - Present
Merrill Lynch June 1988 - June 2002
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Harvard Medical School 1981 — 1985
MD
University of California, Los Angeles 1977 — 1981
BS, Psychobiology
Fannie Mae June 2002 - Present
Merrill Lynch June 1988 - June 2002
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Harvard Medical School 1981 — 1985
MD
University of California, Los Angeles 1977 — 1981
BS, Psychobiology
James Fox's Merrill Lynch Experience June 2011 - August 2011
Job Sales and Trading Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
Harvard Alumni Association March 2014 - June 2014
Deutsche Bank June 2013 - August 2013
Bank of America- Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Finance, Investments, Financial Services, Public Speaking, Microsoft Word, Research
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Psychology - Graduated Cum Laude, 3.8 GPA
St. Peter's Preparatory School 2007 — 2011
High School, 4.0
Deutsche Bank June 2014 - Present
Harvard Alumni Association March 2014 - June 2014
Deutsche Bank June 2013 - August 2013
Bank of America- Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Finance, Investments, Financial Services, Public Speaking, Microsoft Word, Research
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Psychology - Graduated Cum Laude, 3.8 GPA
St. Peter's Preparatory School 2007 — 2011
High School, 4.0
Jackie Slaugenhaupt Jackie Slaugenhaupt's Merrill Lynch Experience April 2011 - Present
Job Vice President, Senior Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Grant Parisi's Merrill Lynch Experience June 2014 - August 2014
Job Intern at Berkeley Investments
Industry Investment Management
Experience
Berkeley Investments, Inc. May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Chefstro May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Social Media, Teamwork, English, Windows, Team Leadership
Education
Harvard University 2012 — 2016
Economics
Middlesex School 2007 — 2011
Berkeley Investments, Inc. May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Chefstro May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Social Media, Teamwork, English, Windows, Team Leadership
Education
Harvard University 2012 — 2016
Economics
Middlesex School 2007 — 2011
Elizabeth LaRowe Elizabeth LaRowe's Merrill Lynch Experience July 1997 - February 1999
Job General Manager and Marketing Professional
Industry Consumer Goods
Experience
reacHIRE April 2014 - Present
Gorton's 2004 - 2007
Intuit June 2003 - August 2003
Workadia September 2001 - August 2002
Capital One February 1999 - March 2001
Merrill Lynch July 1997 - February 1999
Skills
Business Analysis, Strategy, Marketing, Brand Management, Cross-functional Team..., Financial Analysis, Business Development, Competitive Analysis
Education
Stanford University Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Harvard University 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Milton Academy 1989 — 1993
reacHIRE April 2014 - Present
Gorton's 2004 - 2007
Intuit June 2003 - August 2003
Workadia September 2001 - August 2002
Capital One February 1999 - March 2001
Merrill Lynch July 1997 - February 1999
Skills
Business Analysis, Strategy, Marketing, Brand Management, Cross-functional Team..., Financial Analysis, Business Development, Competitive Analysis
Education
Stanford University Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Harvard University 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Milton Academy 1989 — 1993
Donovan Celerin's Merrill Lynch Experience June 2013 - August 2013
Job Due Diligence Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Merrill Lynch June 2013 - August 2013
Phillips Brooks House Association June 2012 - August 2012
Healthy Home Inc October 2010 - August 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Economics, Data Analysis, Stata, PowerPoint, Microsoft Excel, Valuation, Management, Analysis, Leadership, Investments, Strategy
Education
Harvard University 2009 — 2014
Bachelor of Arts (B.A.), Economics
C. Leon King High School 2005 — 2009
International Baccalaureate (IB) Diploma
Raymond James Financial, Inc. November 2014 - Present
Merrill Lynch June 2013 - August 2013
Phillips Brooks House Association June 2012 - August 2012
Healthy Home Inc October 2010 - August 2011
Skills
Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Economics, Data Analysis, Stata, PowerPoint, Microsoft Excel, Valuation, Management, Analysis, Leadership, Investments, Strategy
Education
Harvard University 2009 — 2014
Bachelor of Arts (B.A.), Economics
C. Leon King High School 2005 — 2009
International Baccalaureate (IB) Diploma
Jason Petty Jason Petty's Merrill Lynch Experience September 1999 - January 2001
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch April 2010 - June 2013
GE Capital September 2006 - January 2010
Northern Trust November 2004 - September 2006
CNA Financial Corp. January 2002 - October 2004
Connecticut Capital Markets, LLC January 2001 - June 2001
Merrill Lynch September 1999 - January 2001
Skills
Capital Markets, Financial Modeling, Financial Risk, Investment Banking, Portfolio Management, Risk Management
Education
Harvard University 2001 — 2001
Summer Graduate Program
University of Florida 1994 — 1998
B.S., Finance
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch April 2010 - June 2013
GE Capital September 2006 - January 2010
Northern Trust November 2004 - September 2006
CNA Financial Corp. January 2002 - October 2004
Connecticut Capital Markets, LLC January 2001 - June 2001
Merrill Lynch September 1999 - January 2001
Skills
Capital Markets, Financial Modeling, Financial Risk, Investment Banking, Portfolio Management, Risk Management
Education
Harvard University 2001 — 2001
Summer Graduate Program
University of Florida 1994 — 1998
B.S., Finance
Sammy Lai's Merrill Lynch Experience January 2000 - January 2001
Job Chief Financial Officer at Bruin Biometrics, LLC
Industry Medical Devices
Experience
Bruin Biometrics October 2015 - Present
BancAssets November 2013 - April 2015
Innovation Capital September 2011 - October 2013
Flynt Management Group March 2009 - September 2011
Libra Securities May 2001 - December 2008
Merrill Lynch January 2000 - January 2001
Lazard Freres September 1997 - December 1999
Skills
Debt, Mergers, Equities, Private Placements, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, Corporate Development, Financial Analysis, Capital Markets, Due Diligence, Finance, Mergers & Acquisitions, Bloomberg, Leveraged Finance, Restructuring, Divestitures, Trading, Fixed Income, Equity Valuation, Strategic Financial..., Alternative Investments, Special Situations, Mezzanine, Analysis, Hedge Funds, Financial Structuring, LBO, Business Valuation, High Yield, M&A experience
Education
Harvard University 1993 — 1997
AB, Economics
Bruin Biometrics October 2015 - Present
BancAssets November 2013 - April 2015
Innovation Capital September 2011 - October 2013
Flynt Management Group March 2009 - September 2011
Libra Securities May 2001 - December 2008
Merrill Lynch January 2000 - January 2001
Lazard Freres September 1997 - December 1999
Skills
Debt, Mergers, Equities, Private Placements, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, Corporate Development, Financial Analysis, Capital Markets, Due Diligence, Finance, Mergers & Acquisitions, Bloomberg, Leveraged Finance, Restructuring, Divestitures, Trading, Fixed Income, Equity Valuation, Strategic Financial..., Alternative Investments, Special Situations, Mezzanine, Analysis, Hedge Funds, Financial Structuring, LBO, Business Valuation, High Yield, M&A experience
Education
Harvard University 1993 — 1997
AB, Economics
Luis Bedoya Luis Bedoya's Merrill Lynch Experience October 2011 - December 2013
Job Financial Advisor at Citi
Industry Financial Services
Experience
Citi December 2013 - Present
Merrill Lynch October 2011 - December 2013
World Party July 2007 - September 2011
DIB December 2004 - January 2007
Telefonica March 2000 - August 2002
Banco de Credito del Peru May 1997 - March 2000
Vegsa May 1994 - February 1996
Mercasur March 1991 - December 1993
Skills
Product Management, Competitive Analysis, Marketing Strategy, Negotiation, Product Development, Business Development, Sales Management, Account Management, Budgets, Advertising, International Marketing, Manage Client..., Cross-functional Team..., Management, New Business Development, CRM
Education
Harvard University 2003 — 2004
Certificate, Management and Marketing
ESAN - Escuela de Administracion de Negocios para Graduados 1996 — 1997
MBA, Marketing and Strategy
Universidad Nacional de Córdoba 1989 — 1993
Bachelor, Economics
Citi December 2013 - Present
Merrill Lynch October 2011 - December 2013
World Party July 2007 - September 2011
DIB December 2004 - January 2007
Telefonica March 2000 - August 2002
Banco de Credito del Peru May 1997 - March 2000
Vegsa May 1994 - February 1996
Mercasur March 1991 - December 1993
Skills
Product Management, Competitive Analysis, Marketing Strategy, Negotiation, Product Development, Business Development, Sales Management, Account Management, Budgets, Advertising, International Marketing, Manage Client..., Cross-functional Team..., Management, New Business Development, CRM
Education
Harvard University 2003 — 2004
Certificate, Management and Marketing
ESAN - Escuela de Administracion de Negocios para Graduados 1996 — 1997
MBA, Marketing and Strategy
Universidad Nacional de Córdoba 1989 — 1993
Bachelor, Economics
Cindy Thain's Merrill Lynch Experience January 2000 - January 2005
Job Vice President at Credit Capital
Industry Financial Services
Experience
Credit Capital January 2005 - Present
Merrill Lynch January 2000 - January 2005
CIT January 1984 - January 2005
Skills
Mergers, Financial Analysis, Financial Planning, Financial Management, Commercial Lending, Small Business Lending, Risk Management, Cash Flow Management, Cash Flow Forecasting, Factoring, Credit, Mezzanine, Loan Structuring, Loans, Private Equity, Commercial Mortgages, Investments, Funding, Venture Capital, Capital, Commercial Finance
Education
Harvard University 1979 — 1984
Bachelors, Economics
Credit Capital January 2005 - Present
Merrill Lynch January 2000 - January 2005
CIT January 1984 - January 2005
Skills
Mergers, Financial Analysis, Financial Planning, Financial Management, Commercial Lending, Small Business Lending, Risk Management, Cash Flow Management, Cash Flow Forecasting, Factoring, Credit, Mezzanine, Loan Structuring, Loans, Private Equity, Commercial Mortgages, Investments, Funding, Venture Capital, Capital, Commercial Finance
Education
Harvard University 1979 — 1984
Bachelors, Economics
James Lawler's Merrill Lynch Experience 2006 - 2009
Job Producer/Director
Industry Motion Pictures and Film
Experience
Osmosis Films January 2011 - Present
James Lawler Productions, LLC 2006 - Present
Constellation 2010 - 2012
Merrill Lynch 2006 - 2009
Scott Rudin Productions 2005 - 2006
Education
Harvard University 2001 — 2005
Osmosis Films January 2011 - Present
James Lawler Productions, LLC 2006 - Present
Constellation 2010 - 2012
Merrill Lynch 2006 - 2009
Scott Rudin Productions 2005 - 2006
Education
Harvard University 2001 — 2005
Dwayne Rahman, CFM, CFMA's Merrill Lynch Experience 2002 - 2005
Job Regional Business Development Executive
Industry Executive Office
Experience
Global Resources, LLC 2013 - 2015
New Vision Holdings Group 2005 - 2009
Merrill Lynch 2002 - 2005
Morgan Stanley Investment Management 2000 - 2002
Investors Bank & Trust 1996 - 2000
Education
Harvard Extension School
Seton Hall University
Business Management
University of Massachusetts Boston
Bachelor of Science (BS)
Global Resources, LLC 2013 - 2015
New Vision Holdings Group 2005 - 2009
Merrill Lynch 2002 - 2005
Morgan Stanley Investment Management 2000 - 2002
Investors Bank & Trust 1996 - 2000
Education
Harvard Extension School
Seton Hall University
Business Management
University of Massachusetts Boston
Bachelor of Science (BS)
Bora Chung's Merrill Lynch Experience July 1995 - July 1997
Job
Industry Internet
Experience
eBay Marketplaces December 2014 - Present
Apple Inc. October 2010 - December 2014
PayPal February 2009 - March 2011
PayPal April 2008 - January 2009
PayPal September 2007 - March 2008
Athena Technology Ventures September 1997 - June 1998
Merrill Lynch July 1995 - July 1997
Skills
Start-ups, E-payments, Mobile Payments, E-commerce, Strategic Partnerships, Product Management, Product Marketing, Product Development, Payments, SaaS, Analytics
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Harvard University 1992 — 1995
AB
eBay Marketplaces December 2014 - Present
Apple Inc. October 2010 - December 2014
PayPal February 2009 - March 2011
PayPal April 2008 - January 2009
PayPal September 2007 - March 2008
Athena Technology Ventures September 1997 - June 1998
Merrill Lynch July 1995 - July 1997
Skills
Start-ups, E-payments, Mobile Payments, E-commerce, Strategic Partnerships, Product Management, Product Marketing, Product Development, Payments, SaaS, Analytics
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Harvard University 1992 — 1995
AB
Kaarli Tasso's Merrill Lynch Experience May 2005 - May 2007
Job Build Businesses through Innovation and Collaboration
Industry Information Technology and Services
Experience
multiple client organizations January 2009 - Present
Adobe May 2007 - January 2009
Merrill Lynch May 2005 - May 2007
Mizuho Bank 2002 - May 2005
Organic 1999 - 2002
NYSE Governance Services 1997 - 1999
KTI Consultants 1996 - 1997
CSFB 1994 - 1996
Skills
Cross-functional Team..., Business Development, Strategy, Management, CRM, Product Innovation, Thought Leadership, SaaS, Business Model..., Engagement Management, User Interaction, User-centered Design, Virtual Reality, Augmented Reality, Pricing Strategy, Revenue & Profit Growth, Workshop Facilitation, Software Project..., Software Development, Emerging Technologies, Agile & Waterfall..., Analysis, Improv and Performance, Mobile Applications, Mergers & Acquisitions, Executive Management, User Experience, Leadership, Strategic Partnerships, Enterprise Software, Start-ups, Consulting, Revenue Growth..., Mobile Devices, E-commerce, Entrepreneurship, Management Consulting, Cloud Computing, Information Architecture, Digital Strategy, Usability Testing, User Experience Design, Strategic Consulting, IT Strategy, Business Intelligence, Mobile Technology
Education
Harvard University
A.B. cum laude in Physics
Yale University
IBM Fellow, Department of Applied Physics and Engineering
multiple client organizations January 2009 - Present
Adobe May 2007 - January 2009
Merrill Lynch May 2005 - May 2007
Mizuho Bank 2002 - May 2005
Organic 1999 - 2002
NYSE Governance Services 1997 - 1999
KTI Consultants 1996 - 1997
CSFB 1994 - 1996
Skills
Cross-functional Team..., Business Development, Strategy, Management, CRM, Product Innovation, Thought Leadership, SaaS, Business Model..., Engagement Management, User Interaction, User-centered Design, Virtual Reality, Augmented Reality, Pricing Strategy, Revenue & Profit Growth, Workshop Facilitation, Software Project..., Software Development, Emerging Technologies, Agile & Waterfall..., Analysis, Improv and Performance, Mobile Applications, Mergers & Acquisitions, Executive Management, User Experience, Leadership, Strategic Partnerships, Enterprise Software, Start-ups, Consulting, Revenue Growth..., Mobile Devices, E-commerce, Entrepreneurship, Management Consulting, Cloud Computing, Information Architecture, Digital Strategy, Usability Testing, User Experience Design, Strategic Consulting, IT Strategy, Business Intelligence, Mobile Technology
Education
Harvard University
A.B. cum laude in Physics
Yale University
IBM Fellow, Department of Applied Physics and Engineering
Bill Fradin's Merrill Lynch Experience 2005 - 2007
Job Partner at Seal Rock Partners
Industry Venture Capital & Private Equity
Experience
Seal Rock Partners January 2015 - Present
JLL Partners May 2007 - January 2015
Merrill Lynch 2005 - 2007
Skills
Private Equity, Valuation, Due Diligence, Venture Capital, Restructuring, Investment Banking, Financial Modeling, Strategy, DCF, Entrepreneurship, Corporate Development, Hedge Funds, High Yield, Start-ups, Business Valuation, Acquisition Integration, Equity Valuation, LBO, Alternative Investments, Financial Structuring, Bloomberg, Leveraged Finance, Capital Markets, Mergers & Acquisitions, Fixed Income, Corporate Finance, Business Strategy, Investments, Emerging Markets, M&A experience, Equities, Asset Management, Competitive Analysis, Structured Finance, IPO, Private Placements, Equity Research, Financial Analysis, Strategic Consulting, Portfolio Management, Growth Capital, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Harvard University 2001 — 2005
AB, Economics
Seal Rock Partners January 2015 - Present
JLL Partners May 2007 - January 2015
Merrill Lynch 2005 - 2007
Skills
Private Equity, Valuation, Due Diligence, Venture Capital, Restructuring, Investment Banking, Financial Modeling, Strategy, DCF, Entrepreneurship, Corporate Development, Hedge Funds, High Yield, Start-ups, Business Valuation, Acquisition Integration, Equity Valuation, LBO, Alternative Investments, Financial Structuring, Bloomberg, Leveraged Finance, Capital Markets, Mergers & Acquisitions, Fixed Income, Corporate Finance, Business Strategy, Investments, Emerging Markets, M&A experience, Equities, Asset Management, Competitive Analysis, Structured Finance, IPO, Private Placements, Equity Research, Financial Analysis, Strategic Consulting, Portfolio Management, Growth Capital, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Harvard University 2001 — 2005
AB, Economics
Harold Schloss's Merrill Lynch Experience May 2000 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2000 - Present
St. Jude Medical January 1983 - May 2000
Litton Data Systems August 1981 - January 1983
Skills
Product Development, Medical Devices, Start-ups, Process Improvement, Biotechnology, Investment Advisory, Patent Prosecution
Education
Harvard University 1977 — 1981
Bachelor of Arts (B.A.), Physical Sciences
Beverly Hills High School 1973 — 1977
Merrill Lynch May 2000 - Present
St. Jude Medical January 1983 - May 2000
Litton Data Systems August 1981 - January 1983
Skills
Product Development, Medical Devices, Start-ups, Process Improvement, Biotechnology, Investment Advisory, Patent Prosecution
Education
Harvard University 1977 — 1981
Bachelor of Arts (B.A.), Physical Sciences
Beverly Hills High School 1973 — 1977
Courtney McGrory's Merrill Lynch Experience April 2002 - March 2004
Job Writer and Communications Consultant
Industry Financial Services
Experience
Self-employed June 2009 - Present
Federal Reserve Bank of New York February 2014 - September 2014
Columbia Business School September 2008 - June 2009
Citigroup April 2005 - April 2007
Citigroup Private Bank March 2004 - March 2005
Merrill Lynch April 2002 - March 2004
Merrill Lynch February 1999 - April 2002
Skills
Speech Writing, Editing, Communications Planning, Internal Communications, Crisis Communications, Marketing Communications, Content Development, Strategic Communications, Investor Relations, Corporate Communications, Copywriting
Education
Harvard University 1993 — 1997
Bachelor's Degree, History
The Ellis School
High School
Self-employed June 2009 - Present
Federal Reserve Bank of New York February 2014 - September 2014
Columbia Business School September 2008 - June 2009
Citigroup April 2005 - April 2007
Citigroup Private Bank March 2004 - March 2005
Merrill Lynch April 2002 - March 2004
Merrill Lynch February 1999 - April 2002
Skills
Speech Writing, Editing, Communications Planning, Internal Communications, Crisis Communications, Marketing Communications, Content Development, Strategic Communications, Investor Relations, Corporate Communications, Copywriting
Education
Harvard University 1993 — 1997
Bachelor's Degree, History
The Ellis School
High School
Janet Yearwood, CFA's Merrill Lynch Experience August 1993 - October 1998
Job Client Portfolio Manager, U.S. Equity at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
David Chako's Merrill Lynch Experience August 2004 - May 2007
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2015 - Present
Bridge2Solutions August 2013 - July 2015
Markit May 2007 - March 2011
Merrill Lynch August 2004 - May 2007
UBS May 1997 - August 2004
Goldman Sachs May 1992 - May 1997
First Boston Corporation November 1990 - May 1992
Skills
Power Generation, Quantum Physics, Software Architectural..., Software Engineering, Chemistry, Geometry, Program Management, Software Lifecycle..., Automated Software..., Philosophy, Go/Baduk, Electronic Trading, Trading Systems, Market Data, Fixed Income, Analytics, Loans, Structured Finance, Structured Products, Derivatives, Management, Equities, Interest Rate..., Financial Markets, Investment Banking, SOA, Capital Markets, Quantum Mechanics, Risk Management
Education
Harvard University 1988 — 1990
Chemical Physics
University of California, Santa Cruz 1984 — 1988
Bachelor of Arts (B.A.) / Bachelor of Science (B.S.), Mathematics / Chemistry, Summa cum laude
Morgan Stanley September 2015 - Present
Bridge2Solutions August 2013 - July 2015
Markit May 2007 - March 2011
Merrill Lynch August 2004 - May 2007
UBS May 1997 - August 2004
Goldman Sachs May 1992 - May 1997
First Boston Corporation November 1990 - May 1992
Skills
Power Generation, Quantum Physics, Software Architectural..., Software Engineering, Chemistry, Geometry, Program Management, Software Lifecycle..., Automated Software..., Philosophy, Go/Baduk, Electronic Trading, Trading Systems, Market Data, Fixed Income, Analytics, Loans, Structured Finance, Structured Products, Derivatives, Management, Equities, Interest Rate..., Financial Markets, Investment Banking, SOA, Capital Markets, Quantum Mechanics, Risk Management
Education
Harvard University 1988 — 1990
Chemical Physics
University of California, Santa Cruz 1984 — 1988
Bachelor of Arts (B.A.) / Bachelor of Science (B.S.), Mathematics / Chemistry, Summa cum laude
John Ptak's Merrill Lynch Experience June 2006 - March 2009
Job Vice PresidentClient Relationship Manager
Industry Financial Services
Experience
Merrill Lynch Wealth Management January 2010 - September 2010
Merrill Lynch June 2006 - March 2009
Smith Barney June 2004 - June 2006
Tucker Anthony, Inc/RBC Dain Rauscher May 2001 - October 2003
Cowen & Co 1995 - 2001
Dean Witter 1978 - 1995
Skills
Series 63, Series 7, Securities, FINRA, Mutual Funds, Series 8
Education
Harvard University 1988 — 1996
John Dickinson High School
Merrill Lynch Wealth Management January 2010 - September 2010
Merrill Lynch June 2006 - March 2009
Smith Barney June 2004 - June 2006
Tucker Anthony, Inc/RBC Dain Rauscher May 2001 - October 2003
Cowen & Co 1995 - 2001
Dean Witter 1978 - 1995
Skills
Series 63, Series 7, Securities, FINRA, Mutual Funds, Series 8
Education
Harvard University 1988 — 1996
John Dickinson High School
Bruce Fenton's Merrill Lynch Experience February 1981 - July 1994
Job Manager and CoFounder, Family Trusted Products, LLC
Industry Internet
Experience
Family Trusted Products, LLC August 2000 - Present
Merrill Lynch February 1981 - July 1994
Sidley Austin May 1971 - January 1980
Education
Harvard Law School 1967 — 1970
J.D.
Yale University 1963 — 1967
B.A., History
Choate Rosemary Hall 1960 — 1963
Family Trusted Products, LLC August 2000 - Present
Merrill Lynch February 1981 - July 1994
Sidley Austin May 1971 - January 1980
Education
Harvard Law School 1967 — 1970
J.D.
Yale University 1963 — 1967
B.A., History
Choate Rosemary Hall 1960 — 1963
Javier Garay's Merrill Lynch Experience 2007 - 2007
Job Entrepreneur and Owner at Engineering For Kids
Industry Education Management
Experience
Engineering For Kids February 2013 - Present
Stevens Capital Management August 2008 - October 2012
Merrill Lynch 2007 - 2007
Merrill Lynch Investment Managers 2000 - 2006
Merrill Lynch 1998 - 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Equities, Derivatives, Investments, Valuation, Asset Management, Portfolio Management, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Harvard University 1996 — 2000
AB, Economics
Engineering For Kids February 2013 - Present
Stevens Capital Management August 2008 - October 2012
Merrill Lynch 2007 - 2007
Merrill Lynch Investment Managers 2000 - 2006
Merrill Lynch 1998 - 1998
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Equities, Derivatives, Investments, Valuation, Asset Management, Portfolio Management, Emerging Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Harvard University 1996 — 2000
AB, Economics
Jason Arnold's Merrill Lynch Experience March 2006 - May 2007
Job Research Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2007 - Present
Merrill Lynch March 2006 - May 2007
RBC Capital Markets July 2004 - March 2006
Skills
Valuation, Series 7, Research, Quantitative Analytics, Private Equity, Portfolio Management, Investments, Hedge Funds, Investment Banking, Fixed Income, Financial Modeling, Finance, Equity Valuation, Equity Research, Derivatives, Equities, Corporate Finance, Capital Markets, Asset Management, Bloomberg, Alternative Investments
Education
Harvard University 2002 — 2004
Masters, Government/Political Economy
RBC Capital Markets August 2007 - Present
Merrill Lynch March 2006 - May 2007
RBC Capital Markets July 2004 - March 2006
Skills
Valuation, Series 7, Research, Quantitative Analytics, Private Equity, Portfolio Management, Investments, Hedge Funds, Investment Banking, Fixed Income, Financial Modeling, Finance, Equity Valuation, Equity Research, Derivatives, Equities, Corporate Finance, Capital Markets, Asset Management, Bloomberg, Alternative Investments
Education
Harvard University 2002 — 2004
Masters, Government/Political Economy
Joe Belfatto's Merrill Lynch Experience July 1984 - December 2001
Job Managing Partner at Massey Quick, a Wealth Management and Investment Consulting Firm
Industry Investment Management
Experience
Massey Quick &Co., LLC June 2007 - Present
HSBC 2002 - 2007
Merrill Lynch July 1984 - December 2001
Skills
Investments, Wealth Management, Hedge Funds, Capital Markets, Alternative Investments, Investment Management, Asset Allocation, Investment Advisory, Fund Of Funds
Education
Harvard University 1976 — 1978
MBA, Marketing and Finance
Seton Hall University 1972 — 1976
Bachelor of Arts and Sciences, Economics
Massey Quick &Co., LLC June 2007 - Present
HSBC 2002 - 2007
Merrill Lynch July 1984 - December 2001
Skills
Investments, Wealth Management, Hedge Funds, Capital Markets, Alternative Investments, Investment Management, Asset Allocation, Investment Advisory, Fund Of Funds
Education
Harvard University 1976 — 1978
MBA, Marketing and Finance
Seton Hall University 1972 — 1976
Bachelor of Arts and Sciences, Economics
Rahim Oberholtzer's Merrill Lynch Experience September 2001 - September 2011
Job Energy M&A and Commodities
Industry Financial Services
Experience
Shell Oil Company November 2011 - Present
Merrill Lynch September 2001 - September 2011
KPMG 1994 - 1997
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Investment Banking, Private Equity, Risk Management, Mergers & Acquisitions, Energy, Capital Markets
Education
Harvard Law School
JD
The University of Texas at Austin
BBA, Acounting & Honors Business
Shell Oil Company November 2011 - Present
Merrill Lynch September 2001 - September 2011
KPMG 1994 - 1997
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Investment Banking, Private Equity, Risk Management, Mergers & Acquisitions, Energy, Capital Markets
Education
Harvard Law School
JD
The University of Texas at Austin
BBA, Acounting & Honors Business
David Poor's Merrill Lynch Experience 2000 - 2002
Job Chairman at Walker Lewis Associates
Industry Financial Services
Experience
Iontera, Inc. 2008 - Present
Walker Lewis Associates January 2015 - Present
Ondra Partners September 2012 - December 2014
GP Capital 2007 - September 2012
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1996 - 1997
Morgan Stanley 1994 - 1996
Morgan Stanley 1986 - 1994
Morgan Stanley 1983 - 1986
Skills
Entrepreneurship, Fundraising, Financial and strategic..., Organizational..., Turn Around Management, Non-profit..., International Project..., Land Conservation, Sailing
Education
Stanford GSB 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
The George Washington University 1978 — 1981
Master of Public Administration (MPA), Urban Planning
Harvard College 1973 — 1977
AB, Political Science and Government
Iontera, Inc. 2008 - Present
Walker Lewis Associates January 2015 - Present
Ondra Partners September 2012 - December 2014
GP Capital 2007 - September 2012
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1996 - 1997
Morgan Stanley 1994 - 1996
Morgan Stanley 1986 - 1994
Morgan Stanley 1983 - 1986
Skills
Entrepreneurship, Fundraising, Financial and strategic..., Organizational..., Turn Around Management, Non-profit..., International Project..., Land Conservation, Sailing
Education
Stanford GSB 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
The George Washington University 1978 — 1981
Master of Public Administration (MPA), Urban Planning
Harvard College 1973 — 1977
AB, Political Science and Government
James (Jamie) McInnes's Merrill Lynch Experience 2005 - March 2009
Job Head of Total Retirement Solutions, Prudential Retirement
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
Prudential Financial September 2011 - December 2014
Prudential Financial May 2009 - September 2011
Merrill Lynch 2005 - March 2009
CIGNA International/Sompo Japan DC Securities 2002 - 2005
Emplanet 2000 - 2002
Putnam Investments 1996 - 2000
Advanced Management Systems 1990 - 1996
Skills
Strategy, Financial Services, Management Consulting, Product Management, Leadership, Business Strategy, CRM, Start-ups, Management, Project Management, Consulting, Vendor Management, Product Development, Investments, Strategic Planning, Operations Management, Analytics, Finance
Education
Suffolk University - Sawyer Business School 1992 — 1994
MSF, Finance
University of St. Andrews 1988 — 1989
MA, International Relations
Harvard University 1985 — 1988
BA, Biochemical Sciences
Prudential Financial January 2015 - Present
Prudential Financial September 2011 - December 2014
Prudential Financial May 2009 - September 2011
Merrill Lynch 2005 - March 2009
CIGNA International/Sompo Japan DC Securities 2002 - 2005
Emplanet 2000 - 2002
Putnam Investments 1996 - 2000
Advanced Management Systems 1990 - 1996
Skills
Strategy, Financial Services, Management Consulting, Product Management, Leadership, Business Strategy, CRM, Start-ups, Management, Project Management, Consulting, Vendor Management, Product Development, Investments, Strategic Planning, Operations Management, Analytics, Finance
Education
Suffolk University - Sawyer Business School 1992 — 1994
MSF, Finance
University of St. Andrews 1988 — 1989
MA, International Relations
Harvard University 1985 — 1988
BA, Biochemical Sciences
Chace Estes's Merrill Lynch Experience January 2004 - June 2004
Job Account Executive at Google
Industry Internet
Experience
Google May 2012 - Present
Google October 2011 - May 2012
Google September 2010 - October 2011
Relationship Capital Partners, Inc. March 2010 - September 2010
Webster Capital September 2009 - March 2010
IndexIQ April 2008 - August 2008
FactSet Research Systems July 2006 - August 2007
FactSet Research Systems September 2004 - June 2006
Merrill Lynch January 2004 - June 2004
Longwood Investment Advisors June 2003 - August 2003
Skills
Management, Leadership, Public Speaking, Business Strategy, Business Development, Financial Modeling, Finance, Analysis, Strategic Planning, Strategy, Entrepreneurship, Financial Analysis, Start-ups, Analytics, Data Analysis, Advertising, Portfolio Management, Social Media Marketing, Investments, Marketing Strategy, Visibility, Market Research, Marketing, CRM, Strategic Partnerships
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
Harvard University 2005 — 2006
Finance
Union College 2000 — 2004
BA
Holderness School
St. Mark's School
Google May 2012 - Present
Google October 2011 - May 2012
Google September 2010 - October 2011
Relationship Capital Partners, Inc. March 2010 - September 2010
Webster Capital September 2009 - March 2010
IndexIQ April 2008 - August 2008
FactSet Research Systems July 2006 - August 2007
FactSet Research Systems September 2004 - June 2006
Merrill Lynch January 2004 - June 2004
Longwood Investment Advisors June 2003 - August 2003
Skills
Management, Leadership, Public Speaking, Business Strategy, Business Development, Financial Modeling, Finance, Analysis, Strategic Planning, Strategy, Entrepreneurship, Financial Analysis, Start-ups, Analytics, Data Analysis, Advertising, Portfolio Management, Social Media Marketing, Investments, Marketing Strategy, Visibility, Market Research, Marketing, CRM, Strategic Partnerships
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
Harvard University 2005 — 2006
Finance
Union College 2000 — 2004
BA
Holderness School
St. Mark's School
Brenda Taylor's Merrill Lynch Experience May 2008 - August 2008
Job Business Development at Alameda Health System
Industry Management Consulting
Experience
Alameda Health System October 2013 - Present
McKinsey & Company September 2009 - July 2013
Merrill Lynch May 2008 - August 2008
United States Track & Field October 2001 - October 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (M.B.A.), Healthcare and Finance
Harvard College 1997 — 2001
Bachelor of Arts (B.A.), Cognitive Neuroscience, Magna Cum Laude
Alameda Health System October 2013 - Present
McKinsey & Company September 2009 - July 2013
Merrill Lynch May 2008 - August 2008
United States Track & Field October 2001 - October 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (M.B.A.), Healthcare and Finance
Harvard College 1997 — 2001
Bachelor of Arts (B.A.), Cognitive Neuroscience, Magna Cum Laude
Jennifer Sweeney's Merrill Lynch Experience June 1999 - June 2001
Job Consultant, NonProfit Advisory
Industry Philanthropy
Experience
Little Pickle Press February 2014 - November 2014
Sialix, Inc. April 2010 - June 2012
Internet Business Capital Corporation January 2010 - June 2012
Knome Inc January 2009 - June 2011
Weil Gotshal and Manges August 2006 - July 2008
Committee for Public Counsel Services September 2005 - April 2006
William Blair Capital Partners June 2001 - June 2003
Merrill Lynch June 1999 - June 2001
Skills
Corporate Governance, Mergers & Acquisitions, Due Diligence, Venture Capital, Corporate Development, Contract Negotiation, Corporate Law, Non-profit Director, Corporate Finance, Non-profit Volunteer, Licensing, Legal Writing, Start-ups
Education
Harvard Law School 2003 — 2006
JD, Law
University of Notre Dame 1995 — 1999
BBA, Finance
Little Pickle Press February 2014 - November 2014
Sialix, Inc. April 2010 - June 2012
Internet Business Capital Corporation January 2010 - June 2012
Knome Inc January 2009 - June 2011
Weil Gotshal and Manges August 2006 - July 2008
Committee for Public Counsel Services September 2005 - April 2006
William Blair Capital Partners June 2001 - June 2003
Merrill Lynch June 1999 - June 2001
Skills
Corporate Governance, Mergers & Acquisitions, Due Diligence, Venture Capital, Corporate Development, Contract Negotiation, Corporate Law, Non-profit Director, Corporate Finance, Non-profit Volunteer, Licensing, Legal Writing, Start-ups
Education
Harvard Law School 2003 — 2006
JD, Law
University of Notre Dame 1995 — 1999
BBA, Finance
Bill Salmons's Merrill Lynch Experience 1987 - 1995
Job Director of Finance, Treasurer at Pet Food Experts
Industry Accounting
Experience
Pet Food Experts September 2014 - Present
Design Mark Industries, Inc. June 2007 - June 2013
Moors & Cabot 2002 - 2007
Merrill Lynch 1987 - 1995
JPMorgan Chase 1979 - 1987
Skills
Corporate Finance, Management, Accounting, Strategy, Strategic Planning, Venture Capital
Education
Harvard University 1973 — 1978
AB, Organizational Psychology
Saint George's School, Newport RI 1971 — 1973
Pet Food Experts September 2014 - Present
Design Mark Industries, Inc. June 2007 - June 2013
Moors & Cabot 2002 - 2007
Merrill Lynch 1987 - 1995
JPMorgan Chase 1979 - 1987
Skills
Corporate Finance, Management, Accounting, Strategy, Strategic Planning, Venture Capital
Education
Harvard University 1973 — 1978
AB, Organizational Psychology
Saint George's School, Newport RI 1971 — 1973
John Svolos's Merrill Lynch Experience June 1997 - September 2009
Job Senior Analyst
Industry Financial Services
Experience
Wells Capital Management June 2012 - May 2015
CLSA September 2009 - June 2012
Credit Agricole Securities (USA) Inc 2009 - June 2012
Merrill Lynch June 1997 - September 2009
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Asset Management, Portfolio Management
Education
Harvard Law School 1986 — 1989
JD, Law
Northwestern University 1982 — 1986
B.A., Economics
Wells Capital Management June 2012 - May 2015
CLSA September 2009 - June 2012
Credit Agricole Securities (USA) Inc 2009 - June 2012
Merrill Lynch June 1997 - September 2009
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Asset Management, Portfolio Management
Education
Harvard Law School 1986 — 1989
JD, Law
Northwestern University 1982 — 1986
B.A., Economics
David Kornblau's Merrill Lynch Experience September 2005 - February 2009
Job Partner at Covington & Burling
Industry Law Practice
Experience
Covington & Burling May 2009 - Present
Merrill Lynch September 2005 - February 2009
US Securities and Exchange Commission December 2000 - August 2005
Securities and Exchange Commission 2000 - 2005
US Securities and Exchange Commission August 1995 - December 2000
Paul, Weiss, Rifkind, Wharton & Garrison LLP November 1987 - April 1995
Skills
Securities Regulation, Corporate Governance, Securities
Education
Harvard Law School 1983 — 1986
J.D.
Princeton University 1979 — 1983
A.B., Physics
John L. Miller Great Neck North Senior High School 1976 — 1979
H.S. Diploma
Covington & Burling May 2009 - Present
Merrill Lynch September 2005 - February 2009
US Securities and Exchange Commission December 2000 - August 2005
Securities and Exchange Commission 2000 - 2005
US Securities and Exchange Commission August 1995 - December 2000
Paul, Weiss, Rifkind, Wharton & Garrison LLP November 1987 - April 1995
Skills
Securities Regulation, Corporate Governance, Securities
Education
Harvard Law School 1983 — 1986
J.D.
Princeton University 1979 — 1983
A.B., Physics
John L. Miller Great Neck North Senior High School 1976 — 1979
H.S. Diploma
David Heffernan's Merrill Lynch Experience 2007 - 2008
Job Director at Credit Agricole CIB
Industry Financial Services
Experience
Credit Agricole CIB August 2011 - Present
Cantor Fitzgerald August 2008 - August 2011
Merrill Lynch 2007 - 2008
Citigroup Emerging Markets 2002 - 2007
Skills
Capital Markets, Emerging Markets, Fixed Income, Investments, Investment Banking, Equities, Hedge Funds, Trading, Derivatives, Asset Management, Portfolio Management, Bloomberg, Financial Markets, Valuation, Private Equity, FX Options, Structured Products, Bonds, Alternative Investments, Corporate Finance, Structured Finance, Financial Modeling, Securities, Wealth Management, Asset Managment
Education
Harvard University 1979 — 1984
BA, Economics
Roxbury Latin School 1973 — 1979
Credit Agricole CIB August 2011 - Present
Cantor Fitzgerald August 2008 - August 2011
Merrill Lynch 2007 - 2008
Citigroup Emerging Markets 2002 - 2007
Skills
Capital Markets, Emerging Markets, Fixed Income, Investments, Investment Banking, Equities, Hedge Funds, Trading, Derivatives, Asset Management, Portfolio Management, Bloomberg, Financial Markets, Valuation, Private Equity, FX Options, Structured Products, Bonds, Alternative Investments, Corporate Finance, Structured Finance, Financial Modeling, Securities, Wealth Management, Asset Managment
Education
Harvard University 1979 — 1984
BA, Economics
Roxbury Latin School 1973 — 1979
John Ferrell's Merrill Lynch Experience 1982 - 1993
Job Senior Executive Managing Consultant at Delaplaine Consulting Group
Industry Law Practice
Experience
Delaplaine Consulting Group October 2009 - Present
Sullivan & Worcester LLP September 2008 - August 2009
Mayer Brown August 2006 - August 2008
Sheppard Mullin Richter & Hampton April 2005 - August 2006
Englewood Partners, Investment Bankers & Dealers 1993 - March 2005
Merrill Lynch 1982 - 1993
CIT April 1976 - April 1982
Legal Division, Federal Reserve Board April 1971 - April 1973
Shearman & Sterling LLP 1969 - 1971
Skills
Class Actions, Securities Litigation, Trade Secrets, White Collar Criminal..., Breach Of Contract, Commercial Litigation, Litigation, Trial Practice, Unfair Competition, Arbitration, Mergers & Acquisitions, Corporate Law, Investment Banking, Dispute Resolution, Banking, Private Equity, Securities, IPO, Investments, Acquisitions, Legal Advice, Finance, Legal Research, Legal Writing, Management, Due Diligence, Corporate Governance
Education
Columbia University Law School 1966 — 1969
Doctor of Law (J.D.)
Harvard College 1962 — 1966
A.B. cum laude, Political Science and Government
Delaplaine Consulting Group October 2009 - Present
Sullivan & Worcester LLP September 2008 - August 2009
Mayer Brown August 2006 - August 2008
Sheppard Mullin Richter & Hampton April 2005 - August 2006
Englewood Partners, Investment Bankers & Dealers 1993 - March 2005
Merrill Lynch 1982 - 1993
CIT April 1976 - April 1982
Legal Division, Federal Reserve Board April 1971 - April 1973
Shearman & Sterling LLP 1969 - 1971
Skills
Class Actions, Securities Litigation, Trade Secrets, White Collar Criminal..., Breach Of Contract, Commercial Litigation, Litigation, Trial Practice, Unfair Competition, Arbitration, Mergers & Acquisitions, Corporate Law, Investment Banking, Dispute Resolution, Banking, Private Equity, Securities, IPO, Investments, Acquisitions, Legal Advice, Finance, Legal Research, Legal Writing, Management, Due Diligence, Corporate Governance
Education
Columbia University Law School 1966 — 1969
Doctor of Law (J.D.)
Harvard College 1962 — 1966
A.B. cum laude, Political Science and Government
David Wu, CFA's Merrill Lynch Experience 2010 - 2012
Job CMBS Analyst at OchZiff Capital
Industry Financial Services
Experience
Och-Ziff Capital Management 2012 - Present
Merrill Lynch 2010 - 2012
One William Street Capital 2008 - 2010
Deutsche Bank 2007 - 2008
Lehman Brothers 2004 - 2007
Education
Harvard University 1999 — 2001
Master, Economics/International Development
Och-Ziff Capital Management 2012 - Present
Merrill Lynch 2010 - 2012
One William Street Capital 2008 - 2010
Deutsche Bank 2007 - 2008
Lehman Brothers 2004 - 2007
Education
Harvard University 1999 — 2001
Master, Economics/International Development
Henry Higdon's Merrill Lynch Experience October 1999 - October 2001
Job Director at Greenwich Prime Trading Group, LLC
Industry Financial Services
Experience
Greenwich Prime Trading Group, LLC February 2009 - Present
Williams Trading LLC October 2001 - February 2009
Merrill Lynch October 1999 - October 2001
Education
Harvard University 1994 — 1998
Bachelor of Arts, Economics
Greenwich Prime Trading Group, LLC February 2009 - Present
Williams Trading LLC October 2001 - February 2009
Merrill Lynch October 1999 - October 2001
Education
Harvard University 1994 — 1998
Bachelor of Arts, Economics
Martha Vega-Gonzalez's Merrill Lynch Experience June 2008 - July 2008
Job Associate at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
International Criminal Tribunal for the Former Yugoslavia (ICTY) May 2011 - August 2011
Institute for Children and Poverty June 2010 - July 2010
Merrill Lynch June 2008 - July 2008
Merrill Lynch June 2007 - August 2007
Semantis June 2006 - August 2006
United Nations Association June 2005 - August 2005
Education
Harvard Law School 2010 — 2013
JD
Princeton University 2005 — 2009
International Criminal Tribunal for the Former Yugoslavia (ICTY) May 2011 - August 2011
Institute for Children and Poverty June 2010 - July 2010
Merrill Lynch June 2008 - July 2008
Merrill Lynch June 2007 - August 2007
Semantis June 2006 - August 2006
United Nations Association June 2005 - August 2005
Education
Harvard Law School 2010 — 2013
JD
Princeton University 2005 — 2009
Maribel Cabrera's Merrill Lynch Experience 2002 - 2006
Job Director, Debt Capital Markets
Industry Capital Markets
Experience
Scotiabank Director, Debt Capital MarketsTD Securities2006 - 2009
Merrill Lynch 2002 - 2006
Citigroup 1998 - 2002
Fried Frank 1997 - 1998
Skills
Capital Markets, Debt, Investment Banking, Securities, Derivatives, Bonds, Structured Products, Fixed Income, Equities, Hedge Funds, FX Options, Swaps, Interest Rate..., Credit Derivatives, Bloomberg, Corporate Finance, Financial Modeling
Education
Harvard Law School 1994 — 1997
Juris Doctor, Law
Wellesley College 1990 — 1994
BA, Economics
Scotiabank Director, Debt Capital MarketsTD Securities2006 - 2009
Merrill Lynch 2002 - 2006
Citigroup 1998 - 2002
Fried Frank 1997 - 1998
Skills
Capital Markets, Debt, Investment Banking, Securities, Derivatives, Bonds, Structured Products, Fixed Income, Equities, Hedge Funds, FX Options, Swaps, Interest Rate..., Credit Derivatives, Bloomberg, Corporate Finance, Financial Modeling
Education
Harvard Law School 1994 — 1997
Juris Doctor, Law
Wellesley College 1990 — 1994
BA, Economics
Ashtynn Baltimore's Merrill Lynch Experience June 2013 - August 2014
Job Student at Harvard University
Industry Financial Services
Experience
Microsoft August 2014 - Present
Merrill Lynch June 2013 - August 2014
Media Rights Capital December 2013 - February 2014
Goldman Sachs June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Marlborough School 2002 - 2009
Skills
Valuation, Economics, Financial Modeling, Microsoft Office, Capital IQ, Idea Generation, Strategy, Social Media
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Marlborough School 2004 — 2009
Microsoft August 2014 - Present
Merrill Lynch June 2013 - August 2014
Media Rights Capital December 2013 - February 2014
Goldman Sachs June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Marlborough School 2002 - 2009
Skills
Valuation, Economics, Financial Modeling, Microsoft Office, Capital IQ, Idea Generation, Strategy, Social Media
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Marlborough School 2004 — 2009
Jim Richard's Merrill Lynch Experience July 2002 - July 2008
Job Asset Management at JP Morgan Securities LLC
Industry Banking
Experience
JP Morgan Securities LLC September 2013 - Present
Credit Suisse July 2008 - September 2013
Merrill Lynch July 2002 - July 2008
Skills
Portfolio Management, Asset Management, Investments, Hedge Funds, Private Equity, Wealth Management, Series 7, Asset Allocation, Investment Strategies, Series 63, Equities
Education
The University of Chicago 2000 — 2002
MBA, Finance
Harvard University 1990 — 1994
Bachelor's degree, American History (United States)
JP Morgan Securities LLC September 2013 - Present
Credit Suisse July 2008 - September 2013
Merrill Lynch July 2002 - July 2008
Skills
Portfolio Management, Asset Management, Investments, Hedge Funds, Private Equity, Wealth Management, Series 7, Asset Allocation, Investment Strategies, Series 63, Equities
Education
The University of Chicago 2000 — 2002
MBA, Finance
Harvard University 1990 — 1994
Bachelor's degree, American History (United States)
Daniel Stiles's Merrill Lynch Experience June 2009 - August 2009
Job Investor Services Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Corporate & Investment Bank February 2015 - Present
J.P. Morgan Corporate & Investment Bank March 2013 - February 2015
J.P. Morgan Corporate & Investment Bank September 2012 - February 2013
J.P. Morgan Corporate & Investment Bank June 2011 - August 2011
Beecher Carlson June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Stata, Economics, Microsoft Excel, Research, PowerPoint, Microsoft Office, Econometrics, Statistics, Data Analysis, Financial Analysis, Bloomberg Terminal, Valuation, Financial Modeling, Risk Management, Analysis, Strategy, Public Speaking, Equities
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
J.P. Morgan Corporate & Investment Bank February 2015 - Present
J.P. Morgan Corporate & Investment Bank March 2013 - February 2015
J.P. Morgan Corporate & Investment Bank September 2012 - February 2013
J.P. Morgan Corporate & Investment Bank June 2011 - August 2011
Beecher Carlson June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Stata, Economics, Microsoft Excel, Research, PowerPoint, Microsoft Office, Econometrics, Statistics, Data Analysis, Financial Analysis, Bloomberg Terminal, Valuation, Financial Modeling, Risk Management, Analysis, Strategy, Public Speaking, Equities
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Charlotte (Eccles) Hamill's Merrill Lynch Experience June 2005 - August 2005
Job Trader/Senior Investment Analyst at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC July 2012 - Present
Bracebridge Capital, LLC July 2007 - June 2012
Harvard University September 2004 - June 2008
Bracebridge Capital, LLC June 2006 - June 2007
Merrill Lynch June 2005 - August 2005
DSP Merrill Lynch Trust Services Ltd. June 2004 - August 2004
Skills
Portfolio Management, Investments, Financial Modeling, Fixed Income, Capital Markets, Trading, Valuation, Data Analysis, Financial Analysis, Public Speaking, Hedge Funds
Education
Harvard University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Bracebridge Capital, LLC July 2012 - Present
Bracebridge Capital, LLC July 2007 - June 2012
Harvard University September 2004 - June 2008
Bracebridge Capital, LLC June 2006 - June 2007
Merrill Lynch June 2005 - August 2005
DSP Merrill Lynch Trust Services Ltd. June 2004 - August 2004
Skills
Portfolio Management, Investments, Financial Modeling, Fixed Income, Capital Markets, Trading, Valuation, Data Analysis, Financial Analysis, Public Speaking, Hedge Funds
Education
Harvard University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Lauren Dai's Merrill Lynch Experience June 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Goldman Sachs March 2011 - March 2011
China Central Television June 2010 - August 2010
Skills
Fluent Mandarin Chinese, Conversational Spanish, Office: Microsoft Word,..., Technical: Stata,..., Mergers, Mergers & Acquisitions, Financial Modeling, Valuation, Economics, International Relations, Bonds, Bloomberg, Strategy, PowerPoint, Investment Banking, Analysis, Research, Trading, Quantitative Analytics, Financial Analysis
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), summa cum laude, Economics, John. H. Williams Prize for best overall record in economics department, GPA: 3.99/4.0
South Brunswick High School Monmouth Jct 2005 — 2009
Valedictorian
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Goldman Sachs March 2011 - March 2011
China Central Television June 2010 - August 2010
Skills
Fluent Mandarin Chinese, Conversational Spanish, Office: Microsoft Word,..., Technical: Stata,..., Mergers, Mergers & Acquisitions, Financial Modeling, Valuation, Economics, International Relations, Bonds, Bloomberg, Strategy, PowerPoint, Investment Banking, Analysis, Research, Trading, Quantitative Analytics, Financial Analysis
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), summa cum laude, Economics, John. H. Williams Prize for best overall record in economics department, GPA: 3.99/4.0
South Brunswick High School Monmouth Jct 2005 — 2009
Valedictorian
Jade Bouhmouch's Merrill Lynch Experience January 2013 - July 2014
Job Senior Analyst, Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Private Banking and Investment Group July 2014 - Present
Merrill Lynch January 2013 - July 2014
Voracity Consulting LLC September 2011 - January 2013
Moroccan Ministry of Foreign Affairs May 2011 - July 2011
Education
Richmond, The American International University in London 2009 — 2012
B.A. (First), International Relations, First Class Honors
Harvard University 2012 — 2012
Organizational Behavior, Intellectual Property, 3.6
New Technology High School 2005 — 2009
High School Diploma
Stanford University 2008 — 2008
Foreign Affairs, 4.0
Merrill Lynch Private Banking and Investment Group July 2014 - Present
Merrill Lynch January 2013 - July 2014
Voracity Consulting LLC September 2011 - January 2013
Moroccan Ministry of Foreign Affairs May 2011 - July 2011
Education
Richmond, The American International University in London 2009 — 2012
B.A. (First), International Relations, First Class Honors
Harvard University 2012 — 2012
Organizational Behavior, Intellectual Property, 3.6
New Technology High School 2005 — 2009
High School Diploma
Stanford University 2008 — 2008
Foreign Affairs, 4.0
John Tuke's Merrill Lynch Experience May 1995 - December 1998
Job CFO at The Hotchkiss School
Industry Primary/Secondary Education
Experience
The Hotchkiss School 1999 - Present
Merrill Lynch May 1995 - December 1998
Merrill Lynch 1980 - 1998
Merrill Lynch 1980 - 1995
Skills
Non-profits, Fundraising, Strategic Planning, Budgets, Public Speaking, Higher Education, Teaching, Volunteer Management, Program Development, Microsoft Excel, Research, Microsoft Office, Data Analysis, Microsoft Word, Project Planning
Education
The University of Cambridge 1986 — 1987
M.Phil, International Relations
The University of Chicago - Booth School of Business 1980 — 1982
MBA, Finance, General
Harvard University 1974 — 1978
B.A., History
St. Xavier High School, Cincinnati, Ohio 1970 — 1974
high school diploma
The Hotchkiss School 1999 - Present
Merrill Lynch May 1995 - December 1998
Merrill Lynch 1980 - 1998
Merrill Lynch 1980 - 1995
Skills
Non-profits, Fundraising, Strategic Planning, Budgets, Public Speaking, Higher Education, Teaching, Volunteer Management, Program Development, Microsoft Excel, Research, Microsoft Office, Data Analysis, Microsoft Word, Project Planning
Education
The University of Cambridge 1986 — 1987
M.Phil, International Relations
The University of Chicago - Booth School of Business 1980 — 1982
MBA, Finance, General
Harvard University 1974 — 1978
B.A., History
St. Xavier High School, Cincinnati, Ohio 1970 — 1974
high school diploma
Andrew Davidson's Merrill Lynch Experience 1985 - 1992
Job President at Andrew Davidson & Co.
Industry Capital Markets
Experience
Andrew Davidson & Co. 1992 - Present
Merrill Lynch 1985 - 1992
Skills
Fixed Income, Capital Markets, Hedge Funds, Structured Finance, Derivatives, Financial Modeling, Mortgage Lending, Valuation, Securitization, Portfolio Management, Risk Management, Investments, Trading, Financial Risk, MBS, Credit, Data Analysis, Asset Management, Credit Risk, Statistics, Enterprise Risk...
Education
The University of Chicago 1981 — 1983
MBA, Finance
Harvard University 1977 — 1981
BA, Math, Physics
Andrew Davidson & Co. 1992 - Present
Merrill Lynch 1985 - 1992
Skills
Fixed Income, Capital Markets, Hedge Funds, Structured Finance, Derivatives, Financial Modeling, Mortgage Lending, Valuation, Securitization, Portfolio Management, Risk Management, Investments, Trading, Financial Risk, MBS, Credit, Data Analysis, Asset Management, Credit Risk, Statistics, Enterprise Risk...
Education
The University of Chicago 1981 — 1983
MBA, Finance
Harvard University 1977 — 1981
BA, Math, Physics
Freddy Alden's Merrill Lynch Experience April 2008 - Present
Job Assistant Vice President, Private Banking and Investment Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Morgan Stanley August 2007 - April 2008
HNW 2002 - 2005
Goldman Sachs 2000 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Alternative Investments, Hedge Funds, Capital Markets, Financial Analysis, Due Diligence, Wealth Management, Strategy, Asset Allocation, Investment Management, Private Foundations, Research, Emerging Markets, Foreign Currency, Private Equity, Trading, Equities, Equity Derivatives, Fixed Income, Private Banking, Finance, Wealth Management..., Valuation, Bloomberg, Securities, Investment Strategies
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2004 — 2006
MA, International Finance and Economics
Harvard University 1995 — 2000
AB, History, cum Laude
Pine Crest School
Merrill Lynch April 2008 - Present
Morgan Stanley August 2007 - April 2008
HNW 2002 - 2005
Goldman Sachs 2000 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Alternative Investments, Hedge Funds, Capital Markets, Financial Analysis, Due Diligence, Wealth Management, Strategy, Asset Allocation, Investment Management, Private Foundations, Research, Emerging Markets, Foreign Currency, Private Equity, Trading, Equities, Equity Derivatives, Fixed Income, Private Banking, Finance, Wealth Management..., Valuation, Bloomberg, Securities, Investment Strategies
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2004 — 2006
MA, International Finance and Economics
Harvard University 1995 — 2000
AB, History, cum Laude
Pine Crest School
Chris Shields's Merrill Lynch Experience January 2012 - May 2012
Job Summer Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group May 2014 - August 2014
AGC Partners June 2013 - August 2013
Capital One May 2012 - May 2012
Merrill Lynch January 2012 - May 2012
Education
University of Florida 2015 — 2016
Master of Accounting, Taxation
University of Florida 2011 — 2015
BS, Accounting, Summa Cum Laude
Harvard University 2012 — 2012
Economics and Finance
The Blackstone Group May 2014 - August 2014
AGC Partners June 2013 - August 2013
Capital One May 2012 - May 2012
Merrill Lynch January 2012 - May 2012
Education
University of Florida 2015 — 2016
Master of Accounting, Taxation
University of Florida 2011 — 2015
BS, Accounting, Summa Cum Laude
Harvard University 2012 — 2012
Economics and Finance
Alexander Kowell's Merrill Lynch Experience October 2005 - December 2006
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Black Canyon Capital January 2007 - March 2010
Merrill Lynch October 2005 - December 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Development, Mergers, Financial Analysis, Corporate Finance, Equities, Business Strategy, Investments, Capital Markets, Mergers & Acquisitions
Education
Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
Harvard College 1999 — 2003
AB, Biochemical Sciences
Harvard-Westlake School 1993 — 1999
Morgan Stanley August 2012 - Present
Black Canyon Capital January 2007 - March 2010
Merrill Lynch October 2005 - December 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Development, Mergers, Financial Analysis, Corporate Finance, Equities, Business Strategy, Investments, Capital Markets, Mergers & Acquisitions
Education
Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
Harvard College 1999 — 2003
AB, Biochemical Sciences
Harvard-Westlake School 1993 — 1999
Conor O'Brien's Merrill Lynch Experience June 2009 - May 2010
Job Finance Professional
Industry Financial Services
Experience
Bank of America August 2012 - October 2013
Bank of America May 2010 - June 2012
Merrill Lynch June 2009 - May 2010
Merrill Lynch June 2008 - August 2008
ESPN June 2007 - August 2007
Education
Harvard University 2005 — 2009
Bachelor of Arts (BA)
Universidad Pablo de Olavide 2007 — 2007
Semester Abroad
Bank of America August 2012 - October 2013
Bank of America May 2010 - June 2012
Merrill Lynch June 2009 - May 2010
Merrill Lynch June 2008 - August 2008
ESPN June 2007 - August 2007
Education
Harvard University 2005 — 2009
Bachelor of Arts (BA)
Universidad Pablo de Olavide 2007 — 2007
Semester Abroad
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank