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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Elizabeth Wei Elizabeth Wei's Merrill Lynch Experience May 2012 - August 2012
Job Legal Coordinator at 21st Mortgage Corporation
Industry Investment Banking
Experience
21st Mortgage Corporation January 2015 - Present
21st Mortgage Corporation July 2014 - December 2014
21st Mortgage Corporation September 2013 - July 2014
Publix Super Markets May 2009 - September 2013
Capital Financial Group, LLC January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Economics, Access, Photoshop, Time Management, Customer Service, Finance, Leadership, Management, Teamwork, Event Planning
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Economics
Hume Fogg Academic Magnet High 2005 — 2009
High School Diploma, 3.90
21st Mortgage Corporation January 2015 - Present
21st Mortgage Corporation July 2014 - December 2014
21st Mortgage Corporation September 2013 - July 2014
Publix Super Markets May 2009 - September 2013
Capital Financial Group, LLC January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Economics, Access, Photoshop, Time Management, Customer Service, Finance, Leadership, Management, Teamwork, Event Planning
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Economics
Hume Fogg Academic Magnet High 2005 — 2009
High School Diploma, 3.90
Madeline Lissner Madeline Lissner's Merrill Lynch Experience June 2007 - August 2007
Job Art Agency, Partners
Industry Fine Art
Experience
Art Agency, Partners July 2014 - Present
Parnassus Investments June 2013 - August 2013
Centerview Partners 2010 - 2012
Citigroup 2009 - 2010
Citigroup June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Equity Research, Private Equity, Investment Banking, Valuation, Strategy, Finance, Financial Modeling
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA
Harvard University 2005 — 2009
A.B., Economics, Art History
Art Agency, Partners July 2014 - Present
Parnassus Investments June 2013 - August 2013
Centerview Partners 2010 - 2012
Citigroup 2009 - 2010
Citigroup June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Equity Research, Private Equity, Investment Banking, Valuation, Strategy, Finance, Financial Modeling
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA
Harvard University 2005 — 2009
A.B., Economics, Art History
Diva Singh Diva Singh's Merrill Lynch Experience 2001 - 2003
Job Economist at International Monetary Fund
Industry International Trade and Development
Experience
International Monetary Fund February 2011 - Present
The World Bank August 2009 - January 2011
Credit Suisse 2005 - 2007
United Nations Support Facility for the Indonesian Recovery June 2004 - March 2005
Dresdner Bank ZAO 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Emerging Markets, Financial Modeling, Econometrics, Economics, Macroeconomics, Capital Markets, International Relations, International Economics, Economic Research, Development Economics, Economic Policy, Monetary Policy, Economic Development, International..., Trading
Education
Harvard Kennedy School of Government 2007 — 2009
MPA/ID, Economics, Public Policy
Wellesley College 1997 — 2001
B.A., Economics and Political Science
International Monetary Fund February 2011 - Present
The World Bank August 2009 - January 2011
Credit Suisse 2005 - 2007
United Nations Support Facility for the Indonesian Recovery June 2004 - March 2005
Dresdner Bank ZAO 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Emerging Markets, Financial Modeling, Econometrics, Economics, Macroeconomics, Capital Markets, International Relations, International Economics, Economic Research, Development Economics, Economic Policy, Monetary Policy, Economic Development, International..., Trading
Education
Harvard Kennedy School of Government 2007 — 2009
MPA/ID, Economics, Public Policy
Wellesley College 1997 — 2001
B.A., Economics and Political Science
Luis Molina's Merrill Lynch Experience March 2001 - March 2009
Job Senior Risk Manager at Martin Energy Trading
Industry Financial Services
Experience
Martin Energy Trading October 2014 - Present
Gauge Capital Management LLC June 2012 - October 2014
Freepoint Commodities June 2011 - January 2012
Credit Suisse October 2009 - March 2011
Merrill Lynch March 2001 - March 2009
Skills
Commodity, Hedging, Trading Strategies, Proprietary Trading, Trading, Energy Markets, Commodity Markets, Natural Gas, Energy, Trading Systems, Options, Derivatives, Foreign Exchange Risk..., Commodity Risk..., Programming, Soft Commodities, Statistical Arbitrage, Swaps, Electronic Trading, Market Risk, Financial Risk, Risk Management
Education
Harvard University
Bachelor of Arts (BA), Physics
Martin Energy Trading October 2014 - Present
Gauge Capital Management LLC June 2012 - October 2014
Freepoint Commodities June 2011 - January 2012
Credit Suisse October 2009 - March 2011
Merrill Lynch March 2001 - March 2009
Skills
Commodity, Hedging, Trading Strategies, Proprietary Trading, Trading, Energy Markets, Commodity Markets, Natural Gas, Energy, Trading Systems, Options, Derivatives, Foreign Exchange Risk..., Commodity Risk..., Programming, Soft Commodities, Statistical Arbitrage, Swaps, Electronic Trading, Market Risk, Financial Risk, Risk Management
Education
Harvard University
Bachelor of Arts (BA), Physics
Josh Carter Josh Carter's Merrill Lynch Experience 2009 - Present
Job Merrill Lynch Private Banking and Investment Group
Industry Investment Management
Experience
Merrill Lynch 2009 - Present
Goldman Sachs 2006 - 2008
Goldman Sachs 2003 - 2006
Goldman Sachs 2001 - 2003
Education
Harvard College
AB, Social Studies
Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
Merrill Lynch 2009 - Present
Goldman Sachs 2006 - 2008
Goldman Sachs 2003 - 2006
Goldman Sachs 2001 - 2003
Education
Harvard College
AB, Social Studies
Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
Rachele Bouchand's Merrill Lynch Experience September 1997 - February 2000
Job Director of Financial Planning at Clark Nuber
Industry Financial Services
Experience
Clark Nuber January 2011 - Present
Cawaring Financial Planning, LLC December 2006 - January 2011
Merriman Capital Management December 2003 - February 2006
Charles Schwab & Co. March 2000 - November 2003
Merrill Lynch September 1997 - February 2000
Education
Harvey Mudd College 1992 — 1996
BS, Biology
Clark Nuber January 2011 - Present
Cawaring Financial Planning, LLC December 2006 - January 2011
Merriman Capital Management December 2003 - February 2006
Charles Schwab & Co. March 2000 - November 2003
Merrill Lynch September 1997 - February 2000
Education
Harvey Mudd College 1992 — 1996
BS, Biology
Tom Atwood's Merrill Lynch Experience June 1993 - August 1993
Job Strategy & Marketing Consultant
Industry Internet
Experience
Strategy & Marketing Consultant January 2007 - Present
Genex August 2005 - January 2007
NextLeft August 2003 - July 2005
Digitas / Modem Media February 2001 - July 2003
WestEnd New Media June 1999 - February 2001
Tishman June 1998 - June 1999
Deloitte Consulting (Monitor) June 1996 - August 1998
Various Companies June 1992 - May 1995
Merrill Lynch June 1993 - August 1993
IBM June 1991 - August 1991
Skills
SEM, Web Analytics, Email Marketing, Online Advertising, SEO, Competitive Analysis, Usability, Digital Strategy, Mobile Marketing, Digital Marketing, Interactive Marketing, E-commerce, Content Strategy, Analytics, Strategy, New Business Development, Mobile Devices, Marketing Strategy, Online Marketing, User Experience, Business Development, Start-ups, Advertising, CRM, Copywriting, Marketing, Social Media
Education
Harvard University
AB, Economics
University of Cambridge
Master's (M.Phil.), European Studies (Business, Economics & Politics).
Strategy & Marketing Consultant January 2007 - Present
Genex August 2005 - January 2007
NextLeft August 2003 - July 2005
Digitas / Modem Media February 2001 - July 2003
WestEnd New Media June 1999 - February 2001
Tishman June 1998 - June 1999
Deloitte Consulting (Monitor) June 1996 - August 1998
Various Companies June 1992 - May 1995
Merrill Lynch June 1993 - August 1993
IBM June 1991 - August 1991
Skills
SEM, Web Analytics, Email Marketing, Online Advertising, SEO, Competitive Analysis, Usability, Digital Strategy, Mobile Marketing, Digital Marketing, Interactive Marketing, E-commerce, Content Strategy, Analytics, Strategy, New Business Development, Mobile Devices, Marketing Strategy, Online Marketing, User Experience, Business Development, Start-ups, Advertising, CRM, Copywriting, Marketing, Social Media
Education
Harvard University
AB, Economics
University of Cambridge
Master's (M.Phil.), European Studies (Business, Economics & Politics).
Rick Snow Rick Snow's Merrill Lynch Experience July 1993 - July 2001
Job Candidate for House District 47 at Maine Legislature
Industry Entertainment
Experience
Maine Indoor Karting January 2013 - Present
Maine Legislature January 2014 - November 2014
State of Maine Department of Labor July 2011 - January 2013
Maine Indoor Karting January 2003 - July 2011
US Navy 1978 - 2003
Morgan Stanley July 2001 - November 2002
Merrill Lynch July 1993 - July 2001
US Navy 1989 - 1990
Skills
Strategic Financial..., Strategic Planning, Team Building, Budgets, Leadership, Program Management, Public Speaking, Risk Management, Analysis, Change Management, Team Leadership, Project Management, Leadership Development, Coaching, Marketing, Security Clearance, Process Improvement, Operations Management, Military, Management, Management Consulting, Emergency Management, Nonprofits, Policy, Start-ups, Project Planning, Entrepreneurship, Government, Training, Negotiation, Social Media, Marketing Strategy, Navy, Small Business, Organizational..., Strategy, Fundraising, Public Relations, Contract Negotiation, Event Management, Business Planning, Business Development, Event Planning, Proposal Writing, Executive Management, Social Networking, Organizational..., New Business Development, Cross-functional Team..., Business Strategy
Education
Harvard University Kennedy School of Government 2012 — 2012
Senior Executives in State and Local Government
Harvard University, John F. Kennedy School of Government 2012 — 2012
Senior Executives in State and Local Government
United States Naval Academy 1981 — 1985
BS, Management
Greely High School 1975 — 1978
Maine Indoor Karting January 2013 - Present
Maine Legislature January 2014 - November 2014
State of Maine Department of Labor July 2011 - January 2013
Maine Indoor Karting January 2003 - July 2011
US Navy 1978 - 2003
Morgan Stanley July 2001 - November 2002
Merrill Lynch July 1993 - July 2001
US Navy 1989 - 1990
Skills
Strategic Financial..., Strategic Planning, Team Building, Budgets, Leadership, Program Management, Public Speaking, Risk Management, Analysis, Change Management, Team Leadership, Project Management, Leadership Development, Coaching, Marketing, Security Clearance, Process Improvement, Operations Management, Military, Management, Management Consulting, Emergency Management, Nonprofits, Policy, Start-ups, Project Planning, Entrepreneurship, Government, Training, Negotiation, Social Media, Marketing Strategy, Navy, Small Business, Organizational..., Strategy, Fundraising, Public Relations, Contract Negotiation, Event Management, Business Planning, Business Development, Event Planning, Proposal Writing, Executive Management, Social Networking, Organizational..., New Business Development, Cross-functional Team..., Business Strategy
Education
Harvard University Kennedy School of Government 2012 — 2012
Senior Executives in State and Local Government
Harvard University, John F. Kennedy School of Government 2012 — 2012
Senior Executives in State and Local Government
United States Naval Academy 1981 — 1985
BS, Management
Greely High School 1975 — 1978
Kindra Muntz's Merrill Lynch Experience 1991 - 1996
Job President at Unitarian Universalist Justice Florida
Industry Civic & Social Organization
Experience
Unitarian Universalist Justice Florida 2013 - Present
Sarasota Alliance for Fair Elections 2006 - Present
Unitarian Universalist Legislative Ministry of Florida (UULMF) 2012 - 2013
Unitarian Universalist Legislative Ministry of Florida 2011 - 2012
Merrill Lynch 1991 - 1996
General Electric Company Aircraft Engine Group 1980 - 1991
General Electric Company Aircraft Engine Group 1973 - 1980
Tufts Cancer Research Center 1971 - 1973
Lemuel Shattuck Hospital 1969 - 1971
Jerome Press Publications 1966 - 1969
Skills
Non-profits, Public Speaking, Fundraising, Volunteer Management, Community Outreach, Facebook, Editing, Nonprofits, Program Development, Community Development, Social Media, Press Releases, Newsletters, Media Relations, Elections, Social Networking, Copywriting, Grant Writing, Politics, Public Relations, Strategic Communications, Blogging, Event Planning, Event Management, Political Campaigns, Marketing Communications, Speech Writing, Legislation, Creative Writing, Copy Editing, Public Policy, Publicity, Coalitions, Grants, Grassroots Organizing, Community Organizing, Government, Policy Analysis, Board Development, Political Communication, Political Consulting, Legislative Relations, International Relations, Journalism, Research, Proposal Writing, Crisis Communications, Grassroots
Education
Harvard University 1961 — 1965
A..B., English
Unitarian Universalist Justice Florida 2013 - Present
Sarasota Alliance for Fair Elections 2006 - Present
Unitarian Universalist Legislative Ministry of Florida (UULMF) 2012 - 2013
Unitarian Universalist Legislative Ministry of Florida 2011 - 2012
Merrill Lynch 1991 - 1996
General Electric Company Aircraft Engine Group 1980 - 1991
General Electric Company Aircraft Engine Group 1973 - 1980
Tufts Cancer Research Center 1971 - 1973
Lemuel Shattuck Hospital 1969 - 1971
Jerome Press Publications 1966 - 1969
Skills
Non-profits, Public Speaking, Fundraising, Volunteer Management, Community Outreach, Facebook, Editing, Nonprofits, Program Development, Community Development, Social Media, Press Releases, Newsletters, Media Relations, Elections, Social Networking, Copywriting, Grant Writing, Politics, Public Relations, Strategic Communications, Blogging, Event Planning, Event Management, Political Campaigns, Marketing Communications, Speech Writing, Legislation, Creative Writing, Copy Editing, Public Policy, Publicity, Coalitions, Grants, Grassroots Organizing, Community Organizing, Government, Policy Analysis, Board Development, Political Communication, Political Consulting, Legislative Relations, International Relations, Journalism, Research, Proposal Writing, Crisis Communications, Grassroots
Education
Harvard University 1961 — 1965
A..B., English
Victoria Baran's Merrill Lynch Experience June 2010 - September 2010
Job Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Mesirow Financial October 2010 - May 2011
Merrill Lynch June 2010 - September 2010
Transparent Language June 2009 - August 2009
Skills
Financial Modeling, PowerPoint
Education
Harvard University 2012 — 2013
The University of Chicago 2009 — 2013
Credit Suisse June 2015 - Present
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Mesirow Financial October 2010 - May 2011
Merrill Lynch June 2010 - September 2010
Transparent Language June 2009 - August 2009
Skills
Financial Modeling, PowerPoint
Education
Harvard University 2012 — 2013
The University of Chicago 2009 — 2013
Kiriti Manne Kiriti Manne's Merrill Lynch Experience January 2014 - April 2014
Job Associate Consultant at Bain and Company
Industry Management Consulting
Experience
Bain and Company July 2015 - Present
Bain & Company June 2014 - August 2014
Merrill Lynch January 2014 - April 2014
Berkeley Business Society May 2013 - December 2013
UC Berkeley Extension July 2013 - August 2013
Quosap January 2012 - May 2012
Berkeley Investment Group September 2011 - December 2011
Skills
Microsoft Office, PowerPoint, Social Media, Project Management, Management Consulting, Investment Strategies, Financial Modeling, Financial Analysis, Microsoft Excel, Market Research, Investments, Data Analysis, Economics, Business Development
Education
University of California, Berkeley
Haas School of Business, UC Berkeley 2013 — 2015
Bachelor of Science (B.S.), Business Administration
Harvard University 2010 — 2010
Principles of Economics
Bedford High School 2007 — 2011
Bain and Company July 2015 - Present
Bain & Company June 2014 - August 2014
Merrill Lynch January 2014 - April 2014
Berkeley Business Society May 2013 - December 2013
UC Berkeley Extension July 2013 - August 2013
Quosap January 2012 - May 2012
Berkeley Investment Group September 2011 - December 2011
Skills
Microsoft Office, PowerPoint, Social Media, Project Management, Management Consulting, Investment Strategies, Financial Modeling, Financial Analysis, Microsoft Excel, Market Research, Investments, Data Analysis, Economics, Business Development
Education
University of California, Berkeley
Haas School of Business, UC Berkeley 2013 — 2015
Bachelor of Science (B.S.), Business Administration
Harvard University 2010 — 2010
Principles of Economics
Bedford High School 2007 — 2011
Kimberly Wille Kimberly Wille's Merrill Lynch Experience June 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
VALIC March 2011 - June 2014
VALIC August 2008 - March 2011
Ganick Communications June 2007 - August 2008
Skills
Mutual Funds, Series 7, Retirement, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Uniform Combined State..., Investment Strategies, IRAs
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor's degree, Business Administration/ Marketing Major
Merrill Lynch June 2014 - Present
VALIC March 2011 - June 2014
VALIC August 2008 - March 2011
Ganick Communications June 2007 - August 2008
Skills
Mutual Funds, Series 7, Retirement, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Uniform Combined State..., Investment Strategies, IRAs
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor's degree, Business Administration/ Marketing Major
Lucas Colombo's Merrill Lynch Experience May 2014 - Present
Job Student at Haverford College
Industry Investment Management
Experience
Merrill Lynch May 2014 - Present
Soteer, LLC May 2013 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Data Analysis, Leadership, Economics, Teamwork
Education
Haverford College 2011 — 2015
Chaminade High School 2007 — 2011
Merrill Lynch May 2014 - Present
Soteer, LLC May 2013 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Data Analysis, Leadership, Economics, Teamwork
Education
Haverford College 2011 — 2015
Chaminade High School 2007 — 2011
Shayne Mauricette's Merrill Lynch Experience March 1999 - June 2001
Job Head of Research and Design Strategy ConversionArc
Industry Management Consulting
Experience
ConversionArc: A Revenue Design Company August 2013 - Present
Bridgeable 2014 - 2015
ITCI Invictus Technologies (Formerly Frontline Technologies) January 2013 - May 2013
Frontline Technologies Inc. July 2012 - May 2013
Makoto Bay September 2008 - August 2012
Intelligent Momentum Inc. June 2006 - August 2008
UBS Investment Bank March 2003 - May 2006
Scotia Capital November 2001 - March 2003
Merrill Lynch March 1999 - June 2001
Merrill Lynch June 1997 - February 1999
Skills
Equity Trading, Hedge Fund Coverage, Technical Analysis, Due Diligence, Business Development, Business Communications, Leadership Management, Business Strategy, Process Mapping, Financial Analysis, Hedge Funds, Management Consulting, Investment Banking, Finance, Portfolio Management, Business Process Mapping, Trading, Capital Markets, Equities, Valuation, Investments, Financial Services, Start-ups, Mergers & Acquisitions, Fixed Income
Education
Harvard University 1992 — 1996
BA, Government
St. Michael's College School 1987 — 1992
ConversionArc: A Revenue Design Company August 2013 - Present
Bridgeable 2014 - 2015
ITCI Invictus Technologies (Formerly Frontline Technologies) January 2013 - May 2013
Frontline Technologies Inc. July 2012 - May 2013
Makoto Bay September 2008 - August 2012
Intelligent Momentum Inc. June 2006 - August 2008
UBS Investment Bank March 2003 - May 2006
Scotia Capital November 2001 - March 2003
Merrill Lynch March 1999 - June 2001
Merrill Lynch June 1997 - February 1999
Skills
Equity Trading, Hedge Fund Coverage, Technical Analysis, Due Diligence, Business Development, Business Communications, Leadership Management, Business Strategy, Process Mapping, Financial Analysis, Hedge Funds, Management Consulting, Investment Banking, Finance, Portfolio Management, Business Process Mapping, Trading, Capital Markets, Equities, Valuation, Investments, Financial Services, Start-ups, Mergers & Acquisitions, Fixed Income
Education
Harvard University 1992 — 1996
BA, Government
St. Michael's College School 1987 — 1992
Matthew Dwyer's Merrill Lynch Experience May 2007 - August 2007
Job Vice President, Global Digital Strategy at Citi
Industry Management Consulting
Experience
Citi September 2015 - Present
PwC July 2011 - September 2015
NAVSTAR Advisors March 2010 - June 2011
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Investments, Due Diligence, Bloomberg, Corporate Finance, Financial Analysis, Big Data, Mobile Strategy, Digital Strategy, Project Management, Business Strategy, Risk Management, Training Delivery, Compliance, Change Management, Microsoft Excel, Microsoft Office, Omniture, Product Development, Data Analysis, Business Development, Strategy, Mergers & Acquisitions, Analysis
Education
Harvard University
Economics, 3.7/4.0
Blair Academy
Blair Academy
Citi September 2015 - Present
PwC July 2011 - September 2015
NAVSTAR Advisors March 2010 - June 2011
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Investments, Due Diligence, Bloomberg, Corporate Finance, Financial Analysis, Big Data, Mobile Strategy, Digital Strategy, Project Management, Business Strategy, Risk Management, Training Delivery, Compliance, Change Management, Microsoft Excel, Microsoft Office, Omniture, Product Development, Data Analysis, Business Development, Strategy, Mergers & Acquisitions, Analysis
Education
Harvard University
Economics, 3.7/4.0
Blair Academy
Blair Academy
Westina Matthews, Ph.D.'s Merrill Lynch Experience 1985 - 2009
Job Vice President, New Programs at Jackie Robinson Foundation
Industry Nonprofit Organization Management
Experience
Jackie Robinson Foundation June 2015 - Present
Jackie Robinson Foundation March 2012 - May 2015
Merrill Lynch 1985 - 2009
The Chicago Community Trust 1982 - 1985
Skills
Philanthropy, Program Management, New Business Development, Retreat Leader, Spiritual Director, Inspirational Speaker, Program Development, Management, Strategy, Public Relations, Community Development, Entrepreneurship, Leadership Development, Motivational Speaking, Public Speaking, Organizational..., Fundraising, Business Development, Leadership, Research, Nonprofits, Grant Writing, Recruiting, Community Outreach, Higher Education, Volunteer Management
Education
University of Chicago
Doctor of Philosophy (Ph.D.), Education
Harvard University 2010 — 2011
Fellow, Weatherhead Center for International Affairs
University of Wisconsin-Madison
Postdoctoral Fellow, Education
Northwestern University
Postdoctoral Fellow, Education
University of Dayton
B.S., M.S., Education
Jackie Robinson Foundation June 2015 - Present
Jackie Robinson Foundation March 2012 - May 2015
Merrill Lynch 1985 - 2009
The Chicago Community Trust 1982 - 1985
Skills
Philanthropy, Program Management, New Business Development, Retreat Leader, Spiritual Director, Inspirational Speaker, Program Development, Management, Strategy, Public Relations, Community Development, Entrepreneurship, Leadership Development, Motivational Speaking, Public Speaking, Organizational..., Fundraising, Business Development, Leadership, Research, Nonprofits, Grant Writing, Recruiting, Community Outreach, Higher Education, Volunteer Management
Education
University of Chicago
Doctor of Philosophy (Ph.D.), Education
Harvard University 2010 — 2011
Fellow, Weatherhead Center for International Affairs
University of Wisconsin-Madison
Postdoctoral Fellow, Education
Northwestern University
Postdoctoral Fellow, Education
University of Dayton
B.S., M.S., Education
Jenny Matsumoto Jenny Matsumoto's Merrill Lynch Experience 2004 - 2006
Job Strategy + Operations @ Nordstrom
Industry Retail
Experience
McKinsey & Company 2012 - 2014
Expedia 2009 - 2010
Expedia Asia Pacific 2008 - 2009
Expedia 2006 - 2008
Merrill Lynch 2004 - 2006
Skills
Business Strategy, Mergers, Business Development, Financial Modeling, Corporate Development, Analytics, Strategy, E-commerce, Competitive Analysis, Valuation, Mergers & Acquisitions, Analysis, Executive Management, Project Management, Finance, Business Planning
Education
Harvey Mudd College
BS, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
McKinsey & Company 2012 - 2014
Expedia 2009 - 2010
Expedia Asia Pacific 2008 - 2009
Expedia 2006 - 2008
Merrill Lynch 2004 - 2006
Skills
Business Strategy, Mergers, Business Development, Financial Modeling, Corporate Development, Analytics, Strategy, E-commerce, Competitive Analysis, Valuation, Mergers & Acquisitions, Analysis, Executive Management, Project Management, Finance, Business Planning
Education
Harvey Mudd College
BS, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
Lisa Patel Lisa Patel's Merrill Lynch Experience January 2005 - June 2005
Job Manager, Retail Financial Planning & Analysis at Coach
Industry Retail
Experience
Harvard University January 2014 - May 2015
American Airlines September 2010 - December 2013
American Airlines September 2009 - August 2010
American Airlines January 2008 - August 2009
American Eagle Airlines October 2006 - December 2007
Alcon Laboratories January 2006 - September 2006
Merrill Lynch January 2005 - June 2005
Education
Harvard University 2013 — 2015
Master's Degree
The University of Texas at Arlington 2002 — 2005
Bachelor's Degree, Finance & Accounting
Harvard University January 2014 - May 2015
American Airlines September 2010 - December 2013
American Airlines September 2009 - August 2010
American Airlines January 2008 - August 2009
American Eagle Airlines October 2006 - December 2007
Alcon Laboratories January 2006 - September 2006
Merrill Lynch January 2005 - June 2005
Education
Harvard University 2013 — 2015
Master's Degree
The University of Texas at Arlington 2002 — 2005
Bachelor's Degree, Finance & Accounting
William Dubinsky William Dubinsky's Merrill Lynch Experience August 2000 - March 2002
Job Managing Director, Head of InsuranceLinked Securities at Willis Capital Markets & Advisory
Industry Capital Markets
Experience
Willis April 2010 - Present
Swiss Reinsurance Company March 2002 - April 2010
Merrill Lynch August 2000 - March 2002
Aon May 1998 - July 2000
Thompson Coburn April 1992 - August 1996
Price Waterhouse July 1987 - May 1989
Skills
Derivatives, Capital Markets, Structured Finance, Reinsurance, Insurance Linked..., Product Development, Insurance, Securities, Securitization, Corporate Law, Hedging, Convertible Securities, Financial Risk, Risk Management, Bonds
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
University of Michigan Law School 1989 — 1991
J.D.
Harvard University 1983 — 1987
A.B.
John Burroughs School 1977 — 1983
Willis April 2010 - Present
Swiss Reinsurance Company March 2002 - April 2010
Merrill Lynch August 2000 - March 2002
Aon May 1998 - July 2000
Thompson Coburn April 1992 - August 1996
Price Waterhouse July 1987 - May 1989
Skills
Derivatives, Capital Markets, Structured Finance, Reinsurance, Insurance Linked..., Product Development, Insurance, Securities, Securitization, Corporate Law, Hedging, Convertible Securities, Financial Risk, Risk Management, Bonds
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
University of Michigan Law School 1989 — 1991
J.D.
Harvard University 1983 — 1987
A.B.
John Burroughs School 1977 — 1983
Julian Allen's Merrill Lynch Experience 2002 - 2006
Job Real Estate Investment Banking
Industry Financial Services
Experience
Citi 2006 - Present
Merrill Lynch 2002 - 2006
Skills
Real Estate, Investment Banking, Mergers, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Equities, Investment Properties, LBO, M
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Harvard College
Bachelor's degree
Citi 2006 - Present
Merrill Lynch 2002 - 2006
Skills
Real Estate, Investment Banking, Mergers, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Equities, Investment Properties, LBO, M
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Harvard College
Bachelor's degree
Nancy Hagans Nancy Hagans's Merrill Lynch Experience November 1987 - October 1993
Job Administrative Manager at Vanderbilt University
Industry Higher Education
Experience
Vanderbilt University February 2003 - Present
Merrill Lynch November 1987 - October 1993
Education
Haslam College of Business at the University of Tennessee 1984 — 1986
BS, Management
Vanderbilt University February 2003 - Present
Merrill Lynch November 1987 - October 1993
Education
Haslam College of Business at the University of Tennessee 1984 — 1986
BS, Management
Birgir Brynjolfsson's Merrill Lynch Experience May 2010 - August 2010
Job Partner & Senior Advisor at Antarctica Advisors
Industry Investment Banking
Experience
Antarctica Advisors May 2013 - Present
Glacier Securities, LLC November 2011 - May 2013
Thunderbird School of Global Management August 2009 - May 2011
Merrill Lynch May 2010 - August 2010
Kaupthing Bank June 2006 - January 2009
Skills
Financial Analysis, Capital Structure, Enterprise Valuation, Investment Advisory, Strategic Planning, Client Relationship..., M&A experience, Corporate Finance, Leadership, Investment Banking
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Finance
Universidad de Guadalajara 2009 — 2009
Spanish
University of Iceland 2003 — 2006
B.Sc, Business Administration
Antarctica Advisors May 2013 - Present
Glacier Securities, LLC November 2011 - May 2013
Thunderbird School of Global Management August 2009 - May 2011
Merrill Lynch May 2010 - August 2010
Kaupthing Bank June 2006 - January 2009
Skills
Financial Analysis, Capital Structure, Enterprise Valuation, Investment Advisory, Strategic Planning, Client Relationship..., M&A experience, Corporate Finance, Leadership, Investment Banking
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Finance
Universidad de Guadalajara 2009 — 2009
Spanish
University of Iceland 2003 — 2006
B.Sc, Business Administration
Mary King's Merrill Lynch Experience February 2002 - November 2010
Job President & Chief Investment Officer at Sage Stone Wealth Management
Industry Investment Management
Experience
Sage Stone Wealth Management November 2010 - Present
Merrill Lynch February 2002 - November 2010
Crosswalk.com September 1998 - December 2000
Kinder, Lydenberg, Domini & Co., Inc. (KLD) June 1993 - February 1994
Education
Harvard University 1994 — 1998
BA Cum Laude, Economics & The Comparative Study of Religion
Salinas High School 1990 — 1994
Sage Stone Wealth Management November 2010 - Present
Merrill Lynch February 2002 - November 2010
Crosswalk.com September 1998 - December 2000
Kinder, Lydenberg, Domini & Co., Inc. (KLD) June 1993 - February 1994
Education
Harvard University 1994 — 1998
BA Cum Laude, Economics & The Comparative Study of Religion
Salinas High School 1990 — 1994
Greg Roberts NMLS#187631 Greg Roberts NMLS#187631's Merrill Lynch Experience January 1998 - April 1998
Job Retail Sales Manager / Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage August 2011 - Present
First National Bank February 2011 - June 2011
MORTGAGE INVESTORS OF KNOXVILLE July 2009 - February 2011
HSBC October 1998 - April 2009
Oak Ridge National Laboratory January 1992 - June 1998
Merrill Lynch January 1998 - April 1998
Skills
Banking, Finance, Loans, Leadership, Management, Mortgage Lending, Refinance, USDA, Credit, FHA, Sales
Education
Haslam College of Business at the University of Tennessee 1994 — 1998
Finance
Wells Fargo Home Mortgage August 2011 - Present
First National Bank February 2011 - June 2011
MORTGAGE INVESTORS OF KNOXVILLE July 2009 - February 2011
HSBC October 1998 - April 2009
Oak Ridge National Laboratory January 1992 - June 1998
Merrill Lynch January 1998 - April 1998
Skills
Banking, Finance, Loans, Leadership, Management, Mortgage Lending, Refinance, USDA, Credit, FHA, Sales
Education
Haslam College of Business at the University of Tennessee 1994 — 1998
Finance
Avelino Cortina III Avelino Cortina III's Merrill Lynch Experience April 1994 - June 2002
Job CEO/President at AC3 Capital
Industry Investment Management
Experience
AC3 Capital June 2011 - Present
Wells Fargo/Wachovia Securities September 2008 - June 2011
Citigroup/Smith Barney July 2002 - August 2008
Merrill Lynch April 1994 - June 2002
Merrill Lynch September 1987 - July 1991
Eldorado Bank September 1982 - August 1987
Skills
Asset Managment, Strategic Financial..., Portfolio Management, Investments, Business Planning, Alternative Investments, Accounting, Business Development, Budgets, Business Strategy, Due Diligence, Capital Markets, Estate Planning, Entrepreneurship, Executive Management, Financial Advisory, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Forecasting, High Net Worth..., Insurance, Investment Advisory, Investment Strategies, Loan Origination, Management, Mergers, Mutual Funds, Negotiation, New Business Development, Private Equity, Real Estate, Real Estate Economics, Risk Management, Sales, Series 63, Series 7, Small Business, Analysis, Asset Allocation, Asset Management, Banking, Management Consulting, Start-ups, Strategic Planning, Strategy, Valuation, Venture Capital
Education
Harvard University, John F. Kennedy School of Government
Executive Studies, Behavioral Finance
San Diego State University-California State University
MBA, Finance and Taxation
San Diego State University-California State University
Bachelor of Arts (B.A.), International Business
University of Pennsylvania - The Wharton School/IMCA
Certified Investment Management Analyst
AC3 Capital June 2011 - Present
Wells Fargo/Wachovia Securities September 2008 - June 2011
Citigroup/Smith Barney July 2002 - August 2008
Merrill Lynch April 1994 - June 2002
Merrill Lynch September 1987 - July 1991
Eldorado Bank September 1982 - August 1987
Skills
Asset Managment, Strategic Financial..., Portfolio Management, Investments, Business Planning, Alternative Investments, Accounting, Business Development, Budgets, Business Strategy, Due Diligence, Capital Markets, Estate Planning, Entrepreneurship, Executive Management, Financial Advisory, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Forecasting, High Net Worth..., Insurance, Investment Advisory, Investment Strategies, Loan Origination, Management, Mergers, Mutual Funds, Negotiation, New Business Development, Private Equity, Real Estate, Real Estate Economics, Risk Management, Sales, Series 63, Series 7, Small Business, Analysis, Asset Allocation, Asset Management, Banking, Management Consulting, Start-ups, Strategic Planning, Strategy, Valuation, Venture Capital
Education
Harvard University, John F. Kennedy School of Government
Executive Studies, Behavioral Finance
San Diego State University-California State University
MBA, Finance and Taxation
San Diego State University-California State University
Bachelor of Arts (B.A.), International Business
University of Pennsylvania - The Wharton School/IMCA
Certified Investment Management Analyst
Steve Poteet Steve Poteet's Merrill Lynch Experience May 2011 - March 2013
Job Real Estate Broker at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap July 2015 - Present
Investment Advisor May 2014 - Present
Morgan Stanley Wealth Management March 2013 - May 2014
Merrill Lynch May 2011 - March 2013
HealthPlace, Inc. January 2009 - August 2011
The White Stone Group January 2007 - January 2009
Gallaher & Associates/ Blueridge Developments March 2006 - April 2007
Broadway Developments/HealthPlace Consullting December 2004 - March 2006
Life Companies/LSI June 1996 - December 2004
Microtek Medical December 1994 - June 1996
Education
University of Tennessee-Knoxville 1998 — 2000
Bachelor of Science (BS), Education, Magna Cum Laude
University of Pennsylvania - The Wharton School 1989 — 1990
Exec Mang, Business Development
University of Tennessee-Knoxville - College of Business Administration 1970 — 1975
BS, Business Administration
Marcus & Millichap July 2015 - Present
Investment Advisor May 2014 - Present
Morgan Stanley Wealth Management March 2013 - May 2014
Merrill Lynch May 2011 - March 2013
HealthPlace, Inc. January 2009 - August 2011
The White Stone Group January 2007 - January 2009
Gallaher & Associates/ Blueridge Developments March 2006 - April 2007
Broadway Developments/HealthPlace Consullting December 2004 - March 2006
Life Companies/LSI June 1996 - December 2004
Microtek Medical December 1994 - June 1996
Education
University of Tennessee-Knoxville 1998 — 2000
Bachelor of Science (BS), Education, Magna Cum Laude
University of Pennsylvania - The Wharton School 1989 — 1990
Exec Mang, Business Development
University of Tennessee-Knoxville - College of Business Administration 1970 — 1975
BS, Business Administration
William Haggard's Merrill Lynch Experience April 2012 - Present
Job AVP, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Bank of America February 2011 - May 2012
Teape Auto Group /Bob Moore Auto Group June 2008 - July 2010
Absolute Entertainment January 2006 - July 2006
Best Buy May 2002 - August 2004
Radio Shack November 2000 - May 2002
Skills
Financial Advisory, Strategic Financial..., Personal Finance, Financial Analysis, Series 7, Series 66, Small Business, Sales Process, Customer Service, Customer Relations, Financial Planning
Education
Harvard University 2011 — 2013
MLA
The University of Dallas 2002 — 2010
B.A
Ludwig-Maximilians Universität München 2004 — 2005
Wayne State UniversityDetroit, Michigan 2004 — 2005
Nolan Catholic High School 1999 — 2002
High School Diploma
Merrill Lynch April 2012 - Present
Bank of America February 2011 - May 2012
Teape Auto Group /Bob Moore Auto Group June 2008 - July 2010
Absolute Entertainment January 2006 - July 2006
Best Buy May 2002 - August 2004
Radio Shack November 2000 - May 2002
Skills
Financial Advisory, Strategic Financial..., Personal Finance, Financial Analysis, Series 7, Series 66, Small Business, Sales Process, Customer Service, Customer Relations, Financial Planning
Education
Harvard University 2011 — 2013
MLA
The University of Dallas 2002 — 2010
B.A
Ludwig-Maximilians Universität München 2004 — 2005
Wayne State UniversityDetroit, Michigan 2004 — 2005
Nolan Catholic High School 1999 — 2002
High School Diploma
Andy Geshwiler Andy Geshwiler's Merrill Lynch Experience 2000 - 2003
Job Business Development Manager at EnerNOC
Industry Renewables & Environment
Experience
EnerNOC June 2013 - Present
Tennesse Business Leaders for a Clean Energy Economy January 2010 - Present
CE3 LLC June 2011 - June 2013
LED North America June 2011 - June 2013
Wunderlich Securities March 2009 - June 2011
Banc of America Investments September 2003 - March 2009
Merrill Lynch 2000 - 2003
General Motors 1989 - 1999
EDS, an HP company 1986 - 1999
Skills
Solar, LED Lighting, Solar Energy, Energy Efficiency, Energy, Sustainable Energy, Economics, Cleantech, Renewable Energy, Business Strategy, Project Management, Financial Analysis, New Business Development, Public Speaking, Proposal Writing, Sales Presentations, Financial Management..., Strategic Planning, Leadership, Program Management, Business Development, Budgets, Risk Management, Start-ups, Energy Management, Enterprise Software, Management, Sales, Marketing, Finance, Business Planning, Investments, Entrepreneurship, Demand Response, Smart Grid, Executive Management, Energy Conservation, Venture Capital, Strategy
Education
University of Tennessee-Knoxville - College of Business Administration 1980 — 1984
Bachelor of Science - Business Administration, Finance
Warren County Senior High 1976 — 1980
EnerNOC June 2013 - Present
Tennesse Business Leaders for a Clean Energy Economy January 2010 - Present
CE3 LLC June 2011 - June 2013
LED North America June 2011 - June 2013
Wunderlich Securities March 2009 - June 2011
Banc of America Investments September 2003 - March 2009
Merrill Lynch 2000 - 2003
General Motors 1989 - 1999
EDS, an HP company 1986 - 1999
Skills
Solar, LED Lighting, Solar Energy, Energy Efficiency, Energy, Sustainable Energy, Economics, Cleantech, Renewable Energy, Business Strategy, Project Management, Financial Analysis, New Business Development, Public Speaking, Proposal Writing, Sales Presentations, Financial Management..., Strategic Planning, Leadership, Program Management, Business Development, Budgets, Risk Management, Start-ups, Energy Management, Enterprise Software, Management, Sales, Marketing, Finance, Business Planning, Investments, Entrepreneurship, Demand Response, Smart Grid, Executive Management, Energy Conservation, Venture Capital, Strategy
Education
University of Tennessee-Knoxville - College of Business Administration 1980 — 1984
Bachelor of Science - Business Administration, Finance
Warren County Senior High 1976 — 1980
Peter Chase's Merrill Lynch Experience May 2011 - August 2011
Job Viking Global Investors
Industry Financial Services
Experience
Viking Global Investors September 2015 - Present
Bain Capital July 2014 - August 2015
Bain Capital June 2013 - August 2013
Main Street Partners January 2013 - January 2013
Harvard Management Company June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
United States Senate March 2010 - June 2010
BigBelly Solar June 2009 - August 2009
Skills
Financial Modeling
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Exeter Academy
Viking Global Investors September 2015 - Present
Bain Capital July 2014 - August 2015
Bain Capital June 2013 - August 2013
Main Street Partners January 2013 - January 2013
Harvard Management Company June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
United States Senate March 2010 - June 2010
BigBelly Solar June 2009 - August 2009
Skills
Financial Modeling
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Exeter Academy
Blake Pyron Blake Pyron's Merrill Lynch Experience February 2005 - May 2005
Job Division Finance Manager at DaVita
Industry Hospital & Health Care
Experience
DaVita April 2014 - Present
DaVita April 2013 - March 2014
DaVita June 2010 - March 2013
Spheris November 2009 - May 2010
Spheris March 2008 - November 2009
Spheris May 2007 - March 2008
Kimberly-Clark January 2006 - May 2007
Merrill Lynch February 2005 - May 2005
Skills
Ad Hoc Reporting, Financial Analysis, Variance Analysis, Microsoft Office 2007, Budgeting, Forecasting, Financial Modeling, DCF, IRR, NPV, Payback, Accounting, Financial Reporting, Analysis, Budgets, Management, Internal Controls, Finance, Access
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2006
BS, Marketing
University of Tennessee-Knoxville - College of Business Administration 2001 — 2006
BS, Finance
DaVita April 2014 - Present
DaVita April 2013 - March 2014
DaVita June 2010 - March 2013
Spheris November 2009 - May 2010
Spheris March 2008 - November 2009
Spheris May 2007 - March 2008
Kimberly-Clark January 2006 - May 2007
Merrill Lynch February 2005 - May 2005
Skills
Ad Hoc Reporting, Financial Analysis, Variance Analysis, Microsoft Office 2007, Budgeting, Forecasting, Financial Modeling, DCF, IRR, NPV, Payback, Accounting, Financial Reporting, Analysis, Budgets, Management, Internal Controls, Finance, Access
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2006
BS, Marketing
University of Tennessee-Knoxville - College of Business Administration 2001 — 2006
BS, Finance
Timothy Mauro's Merrill Lynch Experience 2000 - 2003
Job Securities Trading, International Development
Industry Philanthropy
Experience
Self-employed 2003 - Present
Merrill Lynch 2000 - 2003
Lehman Brothers 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Securities Trading, Software Development, Database Design, International..., Mathematics, Statistics, Community Outreach, Data Analysis, Securities, NGOs, Analysis, Financial Analysis
Education
Harvard University
BS, Mechanical Engineering
Self-employed 2003 - Present
Merrill Lynch 2000 - 2003
Lehman Brothers 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Securities Trading, Software Development, Database Design, International..., Mathematics, Statistics, Community Outreach, Data Analysis, Securities, NGOs, Analysis, Financial Analysis
Education
Harvard University
BS, Mechanical Engineering
Kelly Mullaney's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Westport Construction Corporation February 2014 - January 2015
BTX Global Logistics November 2013 - February 2014
Westport Construction Corporation June 2010 - July 2012
Chez Liberty 2010 - 2011
Skills
Spanish translation, Public Speaking, Excel, Microsoft Excel, Supply Chain Management, Construction, Logistics, PowerPoint, Microsoft Office, Microsoft Word, Project Planning, Customer Service, Team Leadership, Strategic Planning, Time Management, Access, Management, Leadership, Teamwork, Operations Management
Education
University of Tennessee-Knoxville 2009 — 2013
Bachelor of Business Administration (BBA), Logistics, Major GPA 3.75
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Logistics, Business, Major GPA 3.75
Merrill Lynch February 2015 - Present
Westport Construction Corporation February 2014 - January 2015
BTX Global Logistics November 2013 - February 2014
Westport Construction Corporation June 2010 - July 2012
Chez Liberty 2010 - 2011
Skills
Spanish translation, Public Speaking, Excel, Microsoft Excel, Supply Chain Management, Construction, Logistics, PowerPoint, Microsoft Office, Microsoft Word, Project Planning, Customer Service, Team Leadership, Strategic Planning, Time Management, Access, Management, Leadership, Teamwork, Operations Management
Education
University of Tennessee-Knoxville 2009 — 2013
Bachelor of Business Administration (BBA), Logistics, Major GPA 3.75
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Logistics, Business, Major GPA 3.75
Peter Lin's Merrill Lynch Experience 2011 - 2011
Job Architecture and Design
Industry Architecture & Planning
Experience
Yahoo November 2013 - Present
Cadence Design Systems July 2012 - August 2013
DISCERN December 2011 - May 2012
Visa June 2011 - August 2011
Merrill Lynch 2011 - 2011
Skills
AutoCAD, Revit, SketchUp, Photoshop, Financial Analysis, Microsoft Excel, Financial Accounting, Corporate Finance, Financial Forecasting, Leadership, Data Analysis, Finance, Analysis, Microsoft Office, Financial Modeling, PowerPoint, Accounting, Oracle Applications, Cost Center Management, Budget Models, Capital Budgeting, Financial Reporting, Microsoft Word, Public Speaking
Education
University of California, Berkeley Extension 2015 — 2017
Certificate of Interior Design and Interior Architecture
Harvard University Graduate School of Design 2015 — 2015
Career Discovery - Architecture
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
B.S., Business Administration, Accounting, Finance
Yahoo November 2013 - Present
Cadence Design Systems July 2012 - August 2013
DISCERN December 2011 - May 2012
Visa June 2011 - August 2011
Merrill Lynch 2011 - 2011
Skills
AutoCAD, Revit, SketchUp, Photoshop, Financial Analysis, Microsoft Excel, Financial Accounting, Corporate Finance, Financial Forecasting, Leadership, Data Analysis, Finance, Analysis, Microsoft Office, Financial Modeling, PowerPoint, Accounting, Oracle Applications, Cost Center Management, Budget Models, Capital Budgeting, Financial Reporting, Microsoft Word, Public Speaking
Education
University of California, Berkeley Extension 2015 — 2017
Certificate of Interior Design and Interior Architecture
Harvard University Graduate School of Design 2015 — 2015
Career Discovery - Architecture
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
B.S., Business Administration, Accounting, Finance
Christina Dhillon Christina Dhillon's Merrill Lynch Experience September 2013 - Present
Job Director of Industrial and Commercial Tire Division at Lex Brodie's Tires
Industry Program Development
Experience
Lex Brodie's Tires May 2014 - Present
Merrill Lynch September 2013 - Present
Skills
PowerPoint, Teaching, Management, Team Building, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Nonprofits, Leadership, Project Management, Budgets, Public Speaking, Project Planning, Marketing Strategy, Sales, Team Leadership, Social Media, Marketing, Customer Satisfaction, Real Estate, Sales Management, Access, Data Analysis, Analysis, Contract Negotiation, New Business Development, Negotiation
Education
Villanova University 2013 — 2014
Certified Lean Six Sigma Master Black Belt, Quality, A
University of Hawaii at Hilo 2012 — 2013
Teacher Education Program, Math/ Statistics Secondary Education and Teaching, 7 - 12
Hawaii Pacific University
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University
Bachelor of Science (BS), Mathematics and Statistics
Lex Brodie's Tires May 2014 - Present
Merrill Lynch September 2013 - Present
Skills
PowerPoint, Teaching, Management, Team Building, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Nonprofits, Leadership, Project Management, Budgets, Public Speaking, Project Planning, Marketing Strategy, Sales, Team Leadership, Social Media, Marketing, Customer Satisfaction, Real Estate, Sales Management, Access, Data Analysis, Analysis, Contract Negotiation, New Business Development, Negotiation
Education
Villanova University 2013 — 2014
Certified Lean Six Sigma Master Black Belt, Quality, A
University of Hawaii at Hilo 2012 — 2013
Teacher Education Program, Math/ Statistics Secondary Education and Teaching, 7 - 12
Hawaii Pacific University
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University
Bachelor of Science (BS), Mathematics and Statistics
Suresh Nair Suresh Nair's Merrill Lynch Experience May 2002 - December 2002
Job Associate Dean for Graduate Programs and Professor at School of Business, University of Connecticut
Industry Higher Education
Experience
School of Business, University of Connecticut August 2014 - Present
University of Connecticut September 2011 - 2013
Booz & Company August 2009 - December 2009
Chase 1998 - 2006
Merrill Lynch May 2002 - December 2002
General Electric (GE) May 1994 - December 1998
Siemens 1984 - 1985
NATIONAL PRODUCTIVITY COUNCIL 1981 - 1984
Skills
Statistics, Business Strategy, Strategic Planning, Analysis, Operations Research, Research, Project Management, Market Research, Project Planning, Consulting, Change Management, Software Project..., Operations Management, Team Building, Statistical Modeling, Healthcare, Product Development, Business Analytics, Teaching, Predictive Analytics, Risk Management, Data Analysis, Higher Education, Business Analysis
Education
Northwestern University 1985 — 1988
MS, Ph.D
Harvard University 2012 — 2012
Training Institute for Productivity and Indl Engg, Chennai 1979 — 1981
MS
Indian Institute of Technology, Kharagpur 1974 — 1979
B. Tech
School of Business, University of Connecticut August 2014 - Present
University of Connecticut September 2011 - 2013
Booz & Company August 2009 - December 2009
Chase 1998 - 2006
Merrill Lynch May 2002 - December 2002
General Electric (GE) May 1994 - December 1998
Siemens 1984 - 1985
NATIONAL PRODUCTIVITY COUNCIL 1981 - 1984
Skills
Statistics, Business Strategy, Strategic Planning, Analysis, Operations Research, Research, Project Management, Market Research, Project Planning, Consulting, Change Management, Software Project..., Operations Management, Team Building, Statistical Modeling, Healthcare, Product Development, Business Analytics, Teaching, Predictive Analytics, Risk Management, Data Analysis, Higher Education, Business Analysis
Education
Northwestern University 1985 — 1988
MS, Ph.D
Harvard University 2012 — 2012
Training Institute for Productivity and Indl Engg, Chennai 1979 — 1981
MS
Indian Institute of Technology, Kharagpur 1974 — 1979
B. Tech
Albert Jones Albert Jones's Merrill Lynch Experience 2001 - 2003
Job President and Chief Executive Officer, Trading & Consulting International, Inc. www.GoInternationally.com
Industry Executive Office
Experience
King Abdullah University of Science and Technology (KAUST) January 2011 - March 2013
U.S. Civilian Research Development Foundation ( CRDF Global ) 2008 - 2010
General Motors ( GM) : AAC/ General Motors Largest Operation in Middle East & Internationally January 2006 - December 2007
Merrill Lynch 2001 - 2003
KeyBank (KeyCorp) 1993 - 1994
British Petroleum ( BP ) 1990 - 1992
First Chicago Bank ( now J.P. Morgan Chase Bank ) 1989 - 1990
Independent Consultant 1988 - 1989
Al -Sagri Trading & Contracting Company 1983 - 1987
Skills
New Business Development, International Business, Marketing Strategy, HR Transformation, Government Relations, Government Contracting, Commercial Contracting, Internationalization, Investments, Joint Ventures, International Project..., Strategic Planning, Business Strategy, Business Management, Strategic Partnerships, Management Consulting, Executive Management, Asset Management, South America, Government, Economics, Venture Capital, Program Management, Business Planning, Entrepreneurship, Change Management, Mergers, Governance, Strategy Development, Corporate Finance, Process Improvement, Start-ups, Financial Analysis, Due Diligence, Budgeting, Risk Management, Team Building, Planning, Financial Management, Analysis, Operations Management, Corporate Development, Financial Reporting, Negotiation, Policy, Organizational..., International Relations, Strategy, Project Planning, Mergers & Acquisitions
Education
University of Chicago 1987 — 1988
2nd Masters (MA)
Harvard University Kennedy School of Government 1982 — 1982
Alfred P. Sloan Foundation Fellow
University of Wisconsin-Milwaukee 1981 — 1982
Master of Arts ( MA )
University of Wisconsin-Milwaukee 1977 — 1981
Bachelor of Arts ( BA )
Investment Management Licenses
King Abdullah University of Science and Technology (KAUST) January 2011 - March 2013
U.S. Civilian Research Development Foundation ( CRDF Global ) 2008 - 2010
General Motors ( GM) : AAC/ General Motors Largest Operation in Middle East & Internationally January 2006 - December 2007
Merrill Lynch 2001 - 2003
KeyBank (KeyCorp) 1993 - 1994
British Petroleum ( BP ) 1990 - 1992
First Chicago Bank ( now J.P. Morgan Chase Bank ) 1989 - 1990
Independent Consultant 1988 - 1989
Al -Sagri Trading & Contracting Company 1983 - 1987
Skills
New Business Development, International Business, Marketing Strategy, HR Transformation, Government Relations, Government Contracting, Commercial Contracting, Internationalization, Investments, Joint Ventures, International Project..., Strategic Planning, Business Strategy, Business Management, Strategic Partnerships, Management Consulting, Executive Management, Asset Management, South America, Government, Economics, Venture Capital, Program Management, Business Planning, Entrepreneurship, Change Management, Mergers, Governance, Strategy Development, Corporate Finance, Process Improvement, Start-ups, Financial Analysis, Due Diligence, Budgeting, Risk Management, Team Building, Planning, Financial Management, Analysis, Operations Management, Corporate Development, Financial Reporting, Negotiation, Policy, Organizational..., International Relations, Strategy, Project Planning, Mergers & Acquisitions
Education
University of Chicago 1987 — 1988
2nd Masters (MA)
Harvard University Kennedy School of Government 1982 — 1982
Alfred P. Sloan Foundation Fellow
University of Wisconsin-Milwaukee 1981 — 1982
Master of Arts ( MA )
University of Wisconsin-Milwaukee 1977 — 1981
Bachelor of Arts ( BA )
Investment Management Licenses
Rick Merris Rick Merris's Merrill Lynch Experience April 2000 - July 2004
Job Real Estate Broker at Prudential Real Estate
Industry Real Estate
Experience
Served Networks February 2006 - Present
ReMax Results March 2003 - February 2005
Merrill Lynch April 2000 - July 2004
Education
University of North Carolina at Asheville 1997 — 2001
B.A., Finance
Harvard University
Masters
Served Networks February 2006 - Present
ReMax Results March 2003 - February 2005
Merrill Lynch April 2000 - July 2004
Education
University of North Carolina at Asheville 1997 — 2001
B.A., Finance
Harvard University
Masters
Jose D. Garcia's Merrill Lynch Experience 1993 - 1995
Job Partner Consultant at Knowledgent
Industry Computer Software
Experience
Knowledgent June 2014 - Present
HealthCourse Inc. May 2013 - June 2014
eChalk Inc. 1999 - 2013
D&B 1998 - 1999
Citibank 1995 - 1998
Merrill Lynch 1993 - 1995
Skills
SaaS, Integration, Databases, Web Services, Agile Methodologies, Software Development, Architecture, Product Management, Web Development, Enterprise Architecture, Microsoft SQL Server, Data Warehousing, Architectures, Content Management, E-Learning, SOA, Oracle, Federated Identity..., Business Intelligence, Scrum, Enterprise Software
Education
New York University 1998 — 2002
MS, Computer Science
Haverford College 1983 — 1987
BA, Computer Science
Knowledgent June 2014 - Present
HealthCourse Inc. May 2013 - June 2014
eChalk Inc. 1999 - 2013
D&B 1998 - 1999
Citibank 1995 - 1998
Merrill Lynch 1993 - 1995
Skills
SaaS, Integration, Databases, Web Services, Agile Methodologies, Software Development, Architecture, Product Management, Web Development, Enterprise Architecture, Microsoft SQL Server, Data Warehousing, Architectures, Content Management, E-Learning, SOA, Oracle, Federated Identity..., Business Intelligence, Scrum, Enterprise Software
Education
New York University 1998 — 2002
MS, Computer Science
Haverford College 1983 — 1987
BA, Computer Science
Scott Howes Scott Howes's Merrill Lynch Experience March 2003 - June 2005
Job Managing Director, BlackRock Head of iShares Product Strategy for US Wealth Advisory
Industry Investment Management
Experience
BlackRock March 2010 - Present
UBS Wealth Management June 2005 - March 2010
Merrill Lynch March 2003 - June 2005
McKinsey & Company September 1998 - 2002
Skills
Series 7, Fixed Income, Portfolio Management, Mutual Funds, Asset Management, Investments, Alternative Investments, Equities, Wealth Management, Financial Services
Education
Harvard University 1988 — 1992
Bachelor's Degree
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
BlackRock March 2010 - Present
UBS Wealth Management June 2005 - March 2010
Merrill Lynch March 2003 - June 2005
McKinsey & Company September 1998 - 2002
Skills
Series 7, Fixed Income, Portfolio Management, Mutual Funds, Asset Management, Investments, Alternative Investments, Equities, Wealth Management, Financial Services
Education
Harvard University 1988 — 1992
Bachelor's Degree
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
Steven Hefter Steven Hefter's Merrill Lynch Experience 1995 - 1999
Job Managing Director Investments at Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors February 2007 - Present
Morgan Stanley 1999 - 2007
Merrill Lynch 1995 - 1999
Goldman Sachs 1983 - 1995
Education
Harvard University 1981 — 1983
Master of Business Administration (MBA), Finance
Stanford University 1972 — 1976
BA, Economics
Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors February 2007 - Present
Morgan Stanley 1999 - 2007
Merrill Lynch 1995 - 1999
Goldman Sachs 1983 - 1995
Education
Harvard University 1981 — 1983
Master of Business Administration (MBA), Finance
Stanford University 1972 — 1976
BA, Economics
Andy Sieg Andy Sieg's Merrill Lynch Experience December 1992 - May 2005
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2009 - Present
Citi May 2005 - September 2009
Merrill Lynch December 1992 - May 2005
The White House May 1990 - September 1991
Skills
Wealth Management, Retirement Services, Policy, Asset Management, Investments, Business Strategy, Investment Advisory, Hedge Funds, Retirement, Strategy, Financial Advisory, Alternative Investments, Asset Managment, Banking, Mutual Funds, Bonds, Series 24, Financial Services, Financial Modeling, Leadership, Series 63, Portfolio Management, Equities, Trading, Wealth, Asset Allocation, Securities, Series 7, Investment Strategies, Fixed Income
Education
Harvard University Kennedy School of Government 1990 — 1992
Master in Public Policy, Business & Government Relationship
Penn State University 1985 — 1989
BS, Economics
Bank of America Merrill Lynch September 2009 - Present
Citi May 2005 - September 2009
Merrill Lynch December 1992 - May 2005
The White House May 1990 - September 1991
Skills
Wealth Management, Retirement Services, Policy, Asset Management, Investments, Business Strategy, Investment Advisory, Hedge Funds, Retirement, Strategy, Financial Advisory, Alternative Investments, Asset Managment, Banking, Mutual Funds, Bonds, Series 24, Financial Services, Financial Modeling, Leadership, Series 63, Portfolio Management, Equities, Trading, Wealth, Asset Allocation, Securities, Series 7, Investment Strategies, Fixed Income
Education
Harvard University Kennedy School of Government 1990 — 1992
Master in Public Policy, Business & Government Relationship
Penn State University 1985 — 1989
BS, Economics
John Kidenda John Kidenda's Merrill Lynch Experience May 2008 - August 2008
Job Senior Consultant at Dalberg Global Development Advisors
Industry Management Consulting
Experience
Dalberg Global Development Advisors August 2015 - Present
RSC Scholarship Foundation November 2009 - Present
Dalberg Global Development Advisors June 2014 - August 2014
The Advisory Board Company May 2013 - June 2013
The Advisory Board Company October 2011 - June 2013
SXSW Interactive 2012 March 2012 - March 2012
The Advisory Board Company February 2010 - September 2011
Bazaarvoice June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
HTML, Mac OS X, Ubuntu, XP, Microsoft Office 2003, Microsoft Office, SQL, Visual Basic, OS X, C#, Training, Networking, Management, Business Development, Analysis, CRM, Strategy, System Administration, Mobile Devices, Data Analysis, Software Documentation, Leadership, Programming, Visio, JavaScript, Research, Entrepreneurship, Access, Databases, Microsoft SQL Server, Economics, Policy
Education
Harvard Kennedy School of Government 2013 — 2015
Master of Public Administration in International Development (MPA/ID), Development Economics and International Development
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
BBA, Engineering Route to Business
The University of Texas at Austin 2004 — 2009
Bachelor of Business Administration, Engineering Route to Business
Dalberg Global Development Advisors August 2015 - Present
RSC Scholarship Foundation November 2009 - Present
Dalberg Global Development Advisors June 2014 - August 2014
The Advisory Board Company May 2013 - June 2013
The Advisory Board Company October 2011 - June 2013
SXSW Interactive 2012 March 2012 - March 2012
The Advisory Board Company February 2010 - September 2011
Bazaarvoice June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
HTML, Mac OS X, Ubuntu, XP, Microsoft Office 2003, Microsoft Office, SQL, Visual Basic, OS X, C#, Training, Networking, Management, Business Development, Analysis, CRM, Strategy, System Administration, Mobile Devices, Data Analysis, Software Documentation, Leadership, Programming, Visio, JavaScript, Research, Entrepreneurship, Access, Databases, Microsoft SQL Server, Economics, Policy
Education
Harvard Kennedy School of Government 2013 — 2015
Master of Public Administration in International Development (MPA/ID), Development Economics and International Development
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
BBA, Engineering Route to Business
The University of Texas at Austin 2004 — 2009
Bachelor of Business Administration, Engineering Route to Business
Phil U. Payne's Merrill Lynch Experience April 2011 - August 2011
Job Equity Research
Industry Capital Markets
Experience
Telsey Advisory Group September 2015 - Present
Community Health Systems September 2014 - September 2015
e+CancerCare December 2013 - September 2014
CapitalSpring October 2013 - December 2013
Stephens Inc. March 2013 - September 2013
Masters Investment Learning Center December 2010 - December 2012
Haslam Torch Fund September 2011 - October 2012
Tennessee Consolidated Retirement System May 2012 - August 2012
The Board Room August 2006 - August 2012
Merrill Lynch April 2011 - August 2011
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Equity Research, PowerPoint, Equities, Fixed Income, Risk Management, Microsoft Office, Bloomberg Software, Analytics, Excel, Equity Research Analysis, Stock Research, Equity Valuation, Capital Markets, Teamwork, @Risk, Investment Research, Equity Capital Markets, MS Office Suite, Analytic Thinking, Challenge Driven, Intellectually Curious, Salesforce.com, FactSet, Financial Risk
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2012
Masters of Business Administration, Finance
University of Tennessee-Knoxville 2008 — 2010
Bachelor of Science, Finance, Accounting
Telsey Advisory Group September 2015 - Present
Community Health Systems September 2014 - September 2015
e+CancerCare December 2013 - September 2014
CapitalSpring October 2013 - December 2013
Stephens Inc. March 2013 - September 2013
Masters Investment Learning Center December 2010 - December 2012
Haslam Torch Fund September 2011 - October 2012
Tennessee Consolidated Retirement System May 2012 - August 2012
The Board Room August 2006 - August 2012
Merrill Lynch April 2011 - August 2011
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Equity Research, PowerPoint, Equities, Fixed Income, Risk Management, Microsoft Office, Bloomberg Software, Analytics, Excel, Equity Research Analysis, Stock Research, Equity Valuation, Capital Markets, Teamwork, @Risk, Investment Research, Equity Capital Markets, MS Office Suite, Analytic Thinking, Challenge Driven, Intellectually Curious, Salesforce.com, FactSet, Financial Risk
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2012
Masters of Business Administration, Finance
University of Tennessee-Knoxville 2008 — 2010
Bachelor of Science, Finance, Accounting
Marnelli (Taasin) Cordero's Merrill Lynch Experience September 2009 - December 2009
Job Budget Analyst at U.S. Geological Survey (USGS)
Industry Government Administration
Experience
U.S. Geological Survey (USGS) September 2013 - Present
U.S. Geological Survey (USGS) December 2012 - September 2013
U.S. Geological Survey (USGS) April 2010 - December 2012
Merrill Lynch September 2009 - December 2009
Heinrich Marketing June 2009 - August 2009
Service Rentals & Supplies, Inc. June 2007 - August 2007
County of Maui September 2006 - December 2006
Skills
Financial Analysis, Accounting, Finance, Accounts Receivable, Marketing, QuickBooks, Training, Management, Analysis, Data Analysis, Budgets, Microsoft Excel, Human Resources, Access, Leadership
Education
Hawaii Pacific University 2010 — 2013
MBA, Business Administration and Management, General
Hawaii Pacific University 2007 — 2010
BSBA, Accounting & Finance (Double Concentration)
University of Hawaii Maui College 2004 — 2007
AAS & CA, Accounting
Maui High School 2001 — 2004
Summa Cum Laude
U.S. Geological Survey (USGS) September 2013 - Present
U.S. Geological Survey (USGS) December 2012 - September 2013
U.S. Geological Survey (USGS) April 2010 - December 2012
Merrill Lynch September 2009 - December 2009
Heinrich Marketing June 2009 - August 2009
Service Rentals & Supplies, Inc. June 2007 - August 2007
County of Maui September 2006 - December 2006
Skills
Financial Analysis, Accounting, Finance, Accounts Receivable, Marketing, QuickBooks, Training, Management, Analysis, Data Analysis, Budgets, Microsoft Excel, Human Resources, Access, Leadership
Education
Hawaii Pacific University 2010 — 2013
MBA, Business Administration and Management, General
Hawaii Pacific University 2007 — 2010
BSBA, Accounting & Finance (Double Concentration)
University of Hawaii Maui College 2004 — 2007
AAS & CA, Accounting
Maui High School 2001 — 2004
Summa Cum Laude
Brett Busch's Merrill Lynch Experience 1990 - 1992
Job VP of SalesWest Helping clients drive business outcomes via collaboration tools and video solutions!
Industry Information Technology and Services
Experience
IVCi December 2014 - Present
Whitlock October 2012 - November 2014
IVCi November 2001 - October 2012
First Virtual Communications February 2001 - October 2002
Pixie Technologies January 1999 - September 2000
Digi International January 1997 - December 1999
The Paddington Corporation 1990 - 1993
Merrill Lynch 1990 - 1992
Skills
Video Conferencing, Solution Selling, Sales, Customer Service, Unified Communications, Telepresence, Managed Services, VoIP, Telecommunications, Salesforce.com, Channel, Account Management, Tandberg, Direct Sales, Selling, Business Development, New Business Development, Cisco Technologies, Professional Services, SIP, Audio Conferencing, MPLS, Streaming Media, Digital Signage, Collaboration Solutions, Video, Integration, Webinars, AV, Key Account Management, Channel Partners, Wireless, Networking, Enterprise Software, Strategic Partnerships, Lead Generation, Data Center, Telephony, Product Management, Demand Generation, Cloud Computing, Go-to-market Strategy, Sales Operations, Channel Sales, Consumer Electronics, SaaS, Partner Management, Call Centers, Sales Enablement, Leadership
Education
Hawaii Pacific University 1985 — 1989
BSBA, Marketing & Finance
TR
IVCi December 2014 - Present
Whitlock October 2012 - November 2014
IVCi November 2001 - October 2012
First Virtual Communications February 2001 - October 2002
Pixie Technologies January 1999 - September 2000
Digi International January 1997 - December 1999
The Paddington Corporation 1990 - 1993
Merrill Lynch 1990 - 1992
Skills
Video Conferencing, Solution Selling, Sales, Customer Service, Unified Communications, Telepresence, Managed Services, VoIP, Telecommunications, Salesforce.com, Channel, Account Management, Tandberg, Direct Sales, Selling, Business Development, New Business Development, Cisco Technologies, Professional Services, SIP, Audio Conferencing, MPLS, Streaming Media, Digital Signage, Collaboration Solutions, Video, Integration, Webinars, AV, Key Account Management, Channel Partners, Wireless, Networking, Enterprise Software, Strategic Partnerships, Lead Generation, Data Center, Telephony, Product Management, Demand Generation, Cloud Computing, Go-to-market Strategy, Sales Operations, Channel Sales, Consumer Electronics, SaaS, Partner Management, Call Centers, Sales Enablement, Leadership
Education
Hawaii Pacific University 1985 — 1989
BSBA, Marketing & Finance
TR
Der Hung Der Hung's Merrill Lynch Experience October 2012 - May 2013
Job Investment Associate at CFO4Life specializing in Investment Research | Risk Management | Portfolio Management
Industry Financial Services
Experience
CFO4Life February 2014 - Present
Young Life March 2010 - August 2014
Clayton Bank and Trust June 2013 - February 2014
Merrill Lynch October 2012 - May 2013
Caterpillar Financial June 2012 - July 2012
Edward Jones September 2011 - May 2012
Puleo's Grille July 2007 - September 2011
Skills
Risk Management, Investment Management, Portfolio Management, Mutual Funds, Investment Advisory, Loans, Financial Analysis, Investments, Investment Advisory..., Succession Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Customer Service, Analysis, Time Management, Management, Leadership, Bloomberg Terminal, Bloomberg, Microsoft Word, Outlook, Social Media, Access, Public Speaking, PowerPoint, Microsoft Office, Morningstar, Microsoft Excel, Series 7
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Finance & Accounting
CFO4Life February 2014 - Present
Young Life March 2010 - August 2014
Clayton Bank and Trust June 2013 - February 2014
Merrill Lynch October 2012 - May 2013
Caterpillar Financial June 2012 - July 2012
Edward Jones September 2011 - May 2012
Puleo's Grille July 2007 - September 2011
Skills
Risk Management, Investment Management, Portfolio Management, Mutual Funds, Investment Advisory, Loans, Financial Analysis, Investments, Investment Advisory..., Succession Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Customer Service, Analysis, Time Management, Management, Leadership, Bloomberg Terminal, Bloomberg, Microsoft Word, Outlook, Social Media, Access, Public Speaking, PowerPoint, Microsoft Office, Morningstar, Microsoft Excel, Series 7
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Finance & Accounting
Bener Oguz Bener Oguz's Merrill Lynch Experience September 2015 - Present
Job Private Banking and Investment Group at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2015 - Present
Merrill Lynch September 2014 - September 2015
GFI Group September 2014 - December 2014
Accenture July 2014 - August 2014
Accenture April 2014 - August 2014
Cherokee Country Club August 2012 - April 2014
Skills
Microsoft Excel, Data Analysis, Bloomberg, Private Banking, Asset Management, Wealth Management, Microsoft Office, Finance, Analysis, Derivatives, Accounting, Equities, Fixed Income, DCF, LBO, Economics, Public Speaking, Financial Statement..., Financial Planning, Real Estate, Research, Account Reconciliation
Education
Pace University - Lubin School of Business 2014 — 2016
Master's Degree, Investment Management
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor’s Degree, Finance Major, Accounting Collateral
Merrill Lynch September 2015 - Present
Merrill Lynch September 2014 - September 2015
GFI Group September 2014 - December 2014
Accenture July 2014 - August 2014
Accenture April 2014 - August 2014
Cherokee Country Club August 2012 - April 2014
Skills
Microsoft Excel, Data Analysis, Bloomberg, Private Banking, Asset Management, Wealth Management, Microsoft Office, Finance, Analysis, Derivatives, Accounting, Equities, Fixed Income, DCF, LBO, Economics, Public Speaking, Financial Statement..., Financial Planning, Real Estate, Research, Account Reconciliation
Education
Pace University - Lubin School of Business 2014 — 2016
Master's Degree, Investment Management
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor’s Degree, Finance Major, Accounting Collateral
Matthew Weissman's Merrill Lynch Experience June 2014 - August 2014
Job Student at Harvard University
Industry Financial Services
Experience
Elliott Management Corporation June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Anchor Capital Advisors November 2013 - December 2013
Soundview Sports Camp June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Outlook, Facebook, Cold Calling, Financial Modeling, Management, Stata
Education
Harvard University 2012 — 2017
Bachelor of Arts (B.A.), Economics, Psychology, Class of 2017
Rye Country Day Upper School 2008 — 2012
Elliott Management Corporation June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Anchor Capital Advisors November 2013 - December 2013
Soundview Sports Camp June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Outlook, Facebook, Cold Calling, Financial Modeling, Management, Stata
Education
Harvard University 2012 — 2017
Bachelor of Arts (B.A.), Economics, Psychology, Class of 2017
Rye Country Day Upper School 2008 — 2012
Malerie Bloomquist Malerie Bloomquist's Merrill Lynch Experience April 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Bankrate, Inc. July 2012 - April 2015
SunTrust Bank February 2011 - December 2011
DeRoyal 2007 - 2009
Skills
Web Analytics, Microsoft Excel, Microsoft Word, PowerPoint
Education
Stetson University 2009 — 2010
Master of Business Administration (MBA)
University of Tennessee-Knoxville - College of Business Administration 2001 — 2005
Bachelor's degree, Finance, General
Merrill Lynch April 2015 - Present
Bankrate, Inc. July 2012 - April 2015
SunTrust Bank February 2011 - December 2011
DeRoyal 2007 - 2009
Skills
Web Analytics, Microsoft Excel, Microsoft Word, PowerPoint
Education
Stetson University 2009 — 2010
Master of Business Administration (MBA)
University of Tennessee-Knoxville - College of Business Administration 2001 — 2005
Bachelor's degree, Finance, General
Andy Chambers Andy Chambers's Merrill Lynch Experience February 1996 - August 1998
Job Owner, Andrew Chambers Construction
Industry Construction
Experience
Andrew Chambers Construction Inc. March 2013 - Present
AT Mountain Properties, LLC December 2010 - December 2014
Builders FirstSource July 2008 - October 2010
Chambers Soil Consulting December 2007 - June 2008
Lawler Wood Housing, LLC March 2007 - December 2007
Brand Vaughan Lumber Co. October 2001 - January 2007
Georgia-Pacific LLC August 1999 - October 2001
Smith Barney August 1998 - July 1999
Merrill Lynch February 1996 - August 1998
Georgia-Pacific LLC July 1993 - February 1996
Skills
Sales, Account Management, Purchasing, Management, Project Management, P&L Management, Green Building, Building Materials, Commodity Markets, Pricing, New Business Development, Inventory Management, Construction, Business Development, Negotiation, Residential Homes, Contractors, Real Estate, Contract Negotiation
Education
University of Tennessee-Knoxville 1988 — 1993
Bachelor of Science (BS), Marketing
University of Tennessee-Knoxville - College of Business Administration 1988 — 1993
Bachelor's degree, Marketing, 3.4
Andrew Chambers Construction Inc. March 2013 - Present
AT Mountain Properties, LLC December 2010 - December 2014
Builders FirstSource July 2008 - October 2010
Chambers Soil Consulting December 2007 - June 2008
Lawler Wood Housing, LLC March 2007 - December 2007
Brand Vaughan Lumber Co. October 2001 - January 2007
Georgia-Pacific LLC August 1999 - October 2001
Smith Barney August 1998 - July 1999
Merrill Lynch February 1996 - August 1998
Georgia-Pacific LLC July 1993 - February 1996
Skills
Sales, Account Management, Purchasing, Management, Project Management, P&L Management, Green Building, Building Materials, Commodity Markets, Pricing, New Business Development, Inventory Management, Construction, Business Development, Negotiation, Residential Homes, Contractors, Real Estate, Contract Negotiation
Education
University of Tennessee-Knoxville 1988 — 1993
Bachelor of Science (BS), Marketing
University of Tennessee-Knoxville - College of Business Administration 1988 — 1993
Bachelor's degree, Marketing, 3.4
Jonathan Epperson Jonathan Epperson's Merrill Lynch Experience January 2007 - July 2008
Job Director, Business Intelligence at Ascension Health
Industry Hospital & Health Care
Experience
Ascension Health September 2014 - Present
Ascension Health May 2013 - September 2014
Ascension Health April 2012 - May 2013
Ascension Health January 2010 - April 2012
University of Tennessee January 2009 - May 2009
Merrill Lynch January 2007 - July 2008
Skills
Financial Modeling, Strategy, Risk Management, Microsoft Excel, Project Management, Access, Valuation, Data Analysis, Healthcare, Analysis, Analytics, Management Consulting, Management, Visio, Finance, Strategic Financial..., Process Improvement
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2009
Master of Business Administration (M.B.A.), Finance, Supply Chain Management (Logistics)
Ascension Health September 2014 - Present
Ascension Health May 2013 - September 2014
Ascension Health April 2012 - May 2013
Ascension Health January 2010 - April 2012
University of Tennessee January 2009 - May 2009
Merrill Lynch January 2007 - July 2008
Skills
Financial Modeling, Strategy, Risk Management, Microsoft Excel, Project Management, Access, Valuation, Data Analysis, Healthcare, Analysis, Analytics, Management Consulting, Management, Visio, Finance, Strategic Financial..., Process Improvement
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2009
Master of Business Administration (M.B.A.), Finance, Supply Chain Management (Logistics)
Monty Blanchard's Merrill Lynch Experience 1986 - 1998
Job Investor & Investment Banker
Industry Investment Banking
Experience
OBX Hospitality LLC June 2011 - Present
American Folk Art Museum July 2004 - Present
Scientific Learning January 2003 - Present
Aon Benfield Securities, Inc June 2009 - April 2011
Irving Place Capital 2004 - 2008
VIDISolutions 2002 - 2004
Bankrate, Inc. May 1999 - June 2000
Merrill Lynch 1986 - 1998
Skills
Mergers, Investment Banking, Investment Properties, Insurance, Folk Art, Outsider Art, Motels, Travel, Theatre, Cinema, Asset Managment, Financial Advisory, Non-profits, Nonprofits, Strategy, Corporate Finance, Banking, Alternative Investments, Risk Management, Finance, Executive Management, Strategic Planning, Management, Venture Capital, Corporate Development, Business Strategy, Financial Structuring, Structured Finance, Financial Risk, Asset Management, Mergers, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Finance & Marketing
Harvard University 1970 — 1974
BA, English
Highgate School 1969 — 1970
A levels
Woodberry Forest School 1965 — 1969
High school diploma
OBX Hospitality LLC June 2011 - Present
American Folk Art Museum July 2004 - Present
Scientific Learning January 2003 - Present
Aon Benfield Securities, Inc June 2009 - April 2011
Irving Place Capital 2004 - 2008
VIDISolutions 2002 - 2004
Bankrate, Inc. May 1999 - June 2000
Merrill Lynch 1986 - 1998
Skills
Mergers, Investment Banking, Investment Properties, Insurance, Folk Art, Outsider Art, Motels, Travel, Theatre, Cinema, Asset Managment, Financial Advisory, Non-profits, Nonprofits, Strategy, Corporate Finance, Banking, Alternative Investments, Risk Management, Finance, Executive Management, Strategic Planning, Management, Venture Capital, Corporate Development, Business Strategy, Financial Structuring, Structured Finance, Financial Risk, Asset Management, Mergers, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Finance & Marketing
Harvard University 1970 — 1974
BA, English
Highgate School 1969 — 1970
A levels
Woodberry Forest School 1965 — 1969
High school diploma
Emily Rash Emily Rash's Merrill Lynch Experience June 2002 - August 2002
Job Corporate and Business Strategist at Premera Blue Cross
Industry Hospital & Health Care
Experience
Premera Blue Cross July 2014 - Present
Premera Blue Cross March 2013 - July 2014
ECG Management Consultants May 2011 - March 2013
Vanderbilt University Medical Center August 2010 - May 2011
RegionalCare Hospital Partners May 2008 - August 2010
Vanderbilt University Medical Center June 2009 - August 2009
Ernst & Young September 2005 - May 2008
Merrill Lynch June 2002 - August 2002
Skills
Healthcare Consulting, Revenue Cycle, Healthcare Information..., Healthcare Management, Healthcare, EHR, Hospitals, EMR, HIPAA, Healthcare Industry, Performance Improvement, Practice Management, Medicare, Physicians, Process Improvement, Management Consulting, Financial Modeling, Strategic Planning, Financial Analysis, Competitive Analysis, Data Analysis, Strategy, Medicaid, Physician Relations, Leadership, Management, Team Building, Consulting, Business Process..., Business Analysis, Mergers & Acquisitions, Cross-functional Team..., Project Management, Program Management, Business Strategy, Analysis, Change Management, Managed Care, Business Development, Budgets
Education
OWEN GRADUATE SCHOOL OF MANAGEMENT 2008 — 2010
Master, Business Administration; Concentrations; General Management, Healthcare, and Strategy ·
University of Tennessee-Knoxville - College of Business Administration 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Premera Blue Cross July 2014 - Present
Premera Blue Cross March 2013 - July 2014
ECG Management Consultants May 2011 - March 2013
Vanderbilt University Medical Center August 2010 - May 2011
RegionalCare Hospital Partners May 2008 - August 2010
Vanderbilt University Medical Center June 2009 - August 2009
Ernst & Young September 2005 - May 2008
Merrill Lynch June 2002 - August 2002
Skills
Healthcare Consulting, Revenue Cycle, Healthcare Information..., Healthcare Management, Healthcare, EHR, Hospitals, EMR, HIPAA, Healthcare Industry, Performance Improvement, Practice Management, Medicare, Physicians, Process Improvement, Management Consulting, Financial Modeling, Strategic Planning, Financial Analysis, Competitive Analysis, Data Analysis, Strategy, Medicaid, Physician Relations, Leadership, Management, Team Building, Consulting, Business Process..., Business Analysis, Mergers & Acquisitions, Cross-functional Team..., Project Management, Program Management, Business Strategy, Analysis, Change Management, Managed Care, Business Development, Budgets
Education
OWEN GRADUATE SCHOOL OF MANAGEMENT 2008 — 2010
Master, Business Administration; Concentrations; General Management, Healthcare, and Strategy ·
University of Tennessee-Knoxville - College of Business Administration 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Jay A. Bucher's Merrill Lynch Experience June 2015 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
VMG Health June 2014 - June 2015
Morgan Stanley October 2013 - May 2014
Buckeye Diamond Logistics May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Business Valuation, Portfolio Management, Equity Valuation, Equity Research, Fixed Income Analysis, Portfolio Performance..., Mergers & Acquisitions, Bloomberg, Windows, Microsoft Office, Marketing Research, Data Analysis, Financial Statement..., Finance, Accounting, Economics, Logistics, Management, Project Management, Personal & Virtual...
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2014
Bachelor's of Science, Finance, General, 3.6
Merrill Lynch June 2015 - Present
VMG Health June 2014 - June 2015
Morgan Stanley October 2013 - May 2014
Buckeye Diamond Logistics May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Business Valuation, Portfolio Management, Equity Valuation, Equity Research, Fixed Income Analysis, Portfolio Performance..., Mergers & Acquisitions, Bloomberg, Windows, Microsoft Office, Marketing Research, Data Analysis, Financial Statement..., Finance, Accounting, Economics, Logistics, Management, Project Management, Personal & Virtual...
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2014
Bachelor's of Science, Finance, General, 3.6
Yi-Fun Hsueh Yi-Fun Hsueh's Merrill Lynch Experience 2012 - 2013
Job President, Harvard Club of Washington, DC
Industry Higher Education
Experience
Harvard Club of Washington, DC 2012 - Present
Harvard College Fund 2009 - Present
CACI International Inc 2013 - Present
Merrill Lynch 2012 - 2013
Berger & Montague, PC 1994 - 1996
Warner & Stackpole (now K&L Gates) 1993 - 1994
Hale and Dorr LLP (now WilmerHale) 1990 - 1993
Brown, Rudnick, Freed & Gesmer (now Brown Rudnick) June 1989 - August 1989
Skills
Politics, Community Outreach, Grants, International Relations, Finance, Government, Legal Research, Analysis, Asset Managment, Higher Education, Volunteer Management, Alumni Relations, Board Governance, Non-profit Leadership, Community Engagement, Financial Services, Asset Protection, Fundraising, Non-profit..., Team Building, Volunteer Recruiting, Writing, Oral & Written..., Editing, Legal Writing, Legal Advice, Litigation, Environmental Law, Nonprofits
Education
Harvard University 1988 — 1991
J.D., Law
University of Oxford 1987 — 1988
M.St., Philosophy
Harvard University 1982 — 1987
A.B., Government
Harpeth Hall School 1978 — 1982
Diploma
Harvard Club of Washington, DC 2012 - Present
Harvard College Fund 2009 - Present
CACI International Inc 2013 - Present
Merrill Lynch 2012 - 2013
Berger & Montague, PC 1994 - 1996
Warner & Stackpole (now K&L Gates) 1993 - 1994
Hale and Dorr LLP (now WilmerHale) 1990 - 1993
Brown, Rudnick, Freed & Gesmer (now Brown Rudnick) June 1989 - August 1989
Skills
Politics, Community Outreach, Grants, International Relations, Finance, Government, Legal Research, Analysis, Asset Managment, Higher Education, Volunteer Management, Alumni Relations, Board Governance, Non-profit Leadership, Community Engagement, Financial Services, Asset Protection, Fundraising, Non-profit..., Team Building, Volunteer Recruiting, Writing, Oral & Written..., Editing, Legal Writing, Legal Advice, Litigation, Environmental Law, Nonprofits
Education
Harvard University 1988 — 1991
J.D., Law
University of Oxford 1987 — 1988
M.St., Philosophy
Harvard University 1982 — 1987
A.B., Government
Harpeth Hall School 1978 — 1982
Diploma
Sara Johnstone Sara Johnstone's Merrill Lynch Experience May 2005 - Present
Job Vice President, Investment Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2005 - Present
Bank of America July 2001 - April 2005
Merrill Lynch July 2001 - April 2005
J.P. Morgan February 1997 - June 2000
Morgan Stanley July 1992 - January 1997
Skills
Investment Banking, Investments, Portfolio Management, Asset Management, Financial Management
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1985 — 1989
Bachelor of Business Administration (BBA), International Finance
Merrill Lynch May 2005 - Present
Bank of America July 2001 - April 2005
Merrill Lynch July 2001 - April 2005
J.P. Morgan February 1997 - June 2000
Morgan Stanley July 1992 - January 1997
Skills
Investment Banking, Investments, Portfolio Management, Asset Management, Financial Management
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1985 — 1989
Bachelor of Business Administration (BBA), International Finance
Mary Disbrow Mary Disbrow's Merrill Lynch Experience June 2003 - June 2004
Job Creative Services Manager at PlayStation
Industry Entertainment
Experience
Sony Computer Entertainment America November 2013 - Present
Sega of America, Inc. March 2011 - November 2013
SEGA of America January 2008 - March 2011
Sega of America January 2007 - January 2008
Pixar Animation Studios October 2006 - December 2006
Theatrical Hairgoods Company September 2004 - December 2006
Merrill Lynch June 2003 - June 2004
Skills
Creative Direction, Video Games, Adobe Creative Suite, Final Cut Pro, Video, Advertising, Digital Media, Maya, Creative Services, Motion Graphics, Online Advertising, Microsoft Office, Mobile Games, Casual Games, Social Games, 3D, Project Management, Project Planning, Production Managment, Management, Positive Team Player, Large Budget Management, Creative Problem Solving, Deadline Driven, Highly detail oriented, Packaging, Illustrator, Photoshop, Flash, Mac OS X, Windows 7, Financial Analysis, Video Editing, QuickBooks, Animation
Education
Animation Mentor 2008 — 2010
Character Animation
Ex'pression Arts College 2004 — 2006
Bachelor of Applied Sciences, Animation and Visual Effects
Hawaii Pacific University 2000 — 2004
BSBA, Finance
Sony Computer Entertainment America November 2013 - Present
Sega of America, Inc. March 2011 - November 2013
SEGA of America January 2008 - March 2011
Sega of America January 2007 - January 2008
Pixar Animation Studios October 2006 - December 2006
Theatrical Hairgoods Company September 2004 - December 2006
Merrill Lynch June 2003 - June 2004
Skills
Creative Direction, Video Games, Adobe Creative Suite, Final Cut Pro, Video, Advertising, Digital Media, Maya, Creative Services, Motion Graphics, Online Advertising, Microsoft Office, Mobile Games, Casual Games, Social Games, 3D, Project Management, Project Planning, Production Managment, Management, Positive Team Player, Large Budget Management, Creative Problem Solving, Deadline Driven, Highly detail oriented, Packaging, Illustrator, Photoshop, Flash, Mac OS X, Windows 7, Financial Analysis, Video Editing, QuickBooks, Animation
Education
Animation Mentor 2008 — 2010
Character Animation
Ex'pression Arts College 2004 — 2006
Bachelor of Applied Sciences, Animation and Visual Effects
Hawaii Pacific University 2000 — 2004
BSBA, Finance
Anna Gerber, PHR Anna Gerber, PHR's Merrill Lynch Experience August 2014 - Present
Job Vice President Market PMD Manager at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch September 2011 - August 2014
First Merit April 2010 - September 2011
Robert Half International March 2007 - April 2010
A. Gerber Consulting July 2005 - December 2007
William Blount High School / Blount Co. Schools September 1994 - July 2005
Marble Slab Creamery February 2002 - August 2004
ALCOA (Aluminum Company of America) January 1990 - January 1992
Screen Art, Inc January 1988 - January 1990
Ross McNabb Center January 1985 - January 1988
Skills
Onboarding, Technical Recruiting, Financial Analysis, Recruiting, Talent Acquisition, Banking, Financial Services, Accounting, Process Improvement, Payroll, Management, Leadership, Training, Human Resources, Internal Audit, Accounts Payable, Finance, Auditing, Employee Benefits, Forecasting, Sourcing, Budgets, Account Reconciliation, Interviews, Talent Management
Education
University of Tennessee-Knoxville - College of Business Administration 1979 — 1984
MS, BS - Accounting/Finance MS - Education
Tennessee Secondary Teaching Certification
University of Tennessee
Bachelor of Science, Business Administration; Honors; Accounting and Finance
Merrill Lynch August 2014 - Present
Merrill Lynch September 2011 - August 2014
First Merit April 2010 - September 2011
Robert Half International March 2007 - April 2010
A. Gerber Consulting July 2005 - December 2007
William Blount High School / Blount Co. Schools September 1994 - July 2005
Marble Slab Creamery February 2002 - August 2004
ALCOA (Aluminum Company of America) January 1990 - January 1992
Screen Art, Inc January 1988 - January 1990
Ross McNabb Center January 1985 - January 1988
Skills
Onboarding, Technical Recruiting, Financial Analysis, Recruiting, Talent Acquisition, Banking, Financial Services, Accounting, Process Improvement, Payroll, Management, Leadership, Training, Human Resources, Internal Audit, Accounts Payable, Finance, Auditing, Employee Benefits, Forecasting, Sourcing, Budgets, Account Reconciliation, Interviews, Talent Management
Education
University of Tennessee-Knoxville - College of Business Administration 1979 — 1984
MS, BS - Accounting/Finance MS - Education
Tennessee Secondary Teaching Certification
University of Tennessee
Bachelor of Science, Business Administration; Honors; Accounting and Finance
Kent Leemis Kent Leemis's Merrill Lynch Experience April 2010 - May 2011
Job Financial Manager at Dynamis Inc.
Industry Oil & Energy
Experience
Dynamis Inc. May 2012 - Present
Merrill Lynch April 2010 - May 2011
Tennessee Valley Title August 2009 - April 2010
Skills
Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
MSF, Quantitative Finance
University of Tennessee-Knoxville - College of Business Administration 2008 — 2011
Bachelor of Science (BS), Finance, General
Lipscomb University 2007 — 2008
Finance
Dynamis Inc. May 2012 - Present
Merrill Lynch April 2010 - May 2011
Tennessee Valley Title August 2009 - April 2010
Skills
Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
MSF, Quantitative Finance
University of Tennessee-Knoxville - College of Business Administration 2008 — 2011
Bachelor of Science (BS), Finance, General
Lipscomb University 2007 — 2008
Finance
Joyce Yang's Merrill Lynch Experience 2013 - Present
Job SaaS/Software
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
TAP (Tech and Programming) June 2014 - Present
Skills
Chinese, Marketing Communications, Entrepreneurship, Data Analysis, Market Research, Financial Modeling, Equities, User Experience, User Experience Design, Product Development, Equity Research, Valuation, Analytics, Strategy, Competitive Analysis
Education
Harvard University
A.B, Economics
Merrill Lynch 2013 - Present
TAP (Tech and Programming) June 2014 - Present
Skills
Chinese, Marketing Communications, Entrepreneurship, Data Analysis, Market Research, Financial Modeling, Equities, User Experience, User Experience Design, Product Development, Equity Research, Valuation, Analytics, Strategy, Competitive Analysis
Education
Harvard University
A.B, Economics
Terri Ludwig Terri Ludwig's Merrill Lynch Experience April 2002 - August 2009
Job President and Chief Executive Officer at Enterprise Community Partners
Industry Civic & Social Organization
Experience
Enterprise Community Partners January 2011 - Present
Enterprise Community Partners October 2009 - January 2011
Merrill Lynch April 2002 - August 2009
ACCION New York December 1997 - April 2002
Credit Suisse First Boston July 1993 - June 1996
Merrill Lynch June 1985 - July 1993
Education
Harvard Kennedy School of Government
Master in Public Administration, Non-Profit Management and International Development
University of Illinois at Urbana-Champaign
Bachelor of Science
Enterprise Community Partners January 2011 - Present
Enterprise Community Partners October 2009 - January 2011
Merrill Lynch April 2002 - August 2009
ACCION New York December 1997 - April 2002
Credit Suisse First Boston July 1993 - June 1996
Merrill Lynch June 1985 - July 1993
Education
Harvard Kennedy School of Government
Master in Public Administration, Non-Profit Management and International Development
University of Illinois at Urbana-Champaign
Bachelor of Science
David DiPietro David DiPietro's Merrill Lynch Experience 1985 - 1990
Job Venture Partner at Greenspring Associates
Industry Financial Services
Experience
Greenspring Associates February 2014 - Present
Learn It Systems November 2013 - Present
JMP Group LLC December 2010 - Present
Signal Hill Capital June 2006 - March 2010
Deutsche Bank June 1999 - May 2003
Alex. Brown/BT February 1990 - June 1999
Alex. Brown & Sons 1990 - 1997
Merrill Lynch 1985 - 1990
Skills
Business Development, Alternative Investments, Equity Capital Markets, Valuation, Corporate Development, Mergers & Acquisitions, Hedge Funds, Investments, Equity Research, Capital Markets, Private Equity, Venture Capital, Equities, Financial Services, Investment Banking, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
MBA
Haverford College 1978 — 1982
BA, Economics
Greenspring Associates February 2014 - Present
Learn It Systems November 2013 - Present
JMP Group LLC December 2010 - Present
Signal Hill Capital June 2006 - March 2010
Deutsche Bank June 1999 - May 2003
Alex. Brown/BT February 1990 - June 1999
Alex. Brown & Sons 1990 - 1997
Merrill Lynch 1985 - 1990
Skills
Business Development, Alternative Investments, Equity Capital Markets, Valuation, Corporate Development, Mergers & Acquisitions, Hedge Funds, Investments, Equity Research, Capital Markets, Private Equity, Venture Capital, Equities, Financial Services, Investment Banking, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
MBA
Haverford College 1978 — 1982
BA, Economics
Jeffrey Gotcher Jeffrey Gotcher's Merrill Lynch Experience July 2006 — June 2009
Job Head Honcho @ Happe Hippos
Industry Information Technology and Services
Experience
happe hippos September 2012 — Present
Appademia January 2012 — August 2012
The Trust Company of Knoxville July 2009 — June 2010
Merrill Lynch July 2006 — June 2009
Resque 2014 — Present
Medic Apps 2014 — Present
Skills
New Venture Creation, New Product Ideation, Strategic Planning, Social Media, New Business Development, Product Development, Entrepreneurship, Start-ups, Venture Capital, Investments, Leadership, Finance, Management, Strategic Partnerships, Strategy, Training, Team Building, Networking, Sales, Cross-functional Team..., Social Networking, Business Development, Marketing, Project Management, Marketing Strategy, Business Planning, Mobile Devices, Advertising, Small Business, Account Management, Team Leadership, Contract Negotiation, Market Research, Competitive Analysis, Online Advertising, Business Strategy, Social Media Marketing, Product Marketing, Fundraising, Sales Management, SaaS, Online Marketing, Lead Generation, Direct Sales, Negotiation, Selling, Digital Marketing, Marketing Communications, Direct Marketing, E-commerce
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2011
MBA, Entrepreneurship & Innovation
Canon Trust School 2009 — 2009
I, Personal Trust
Maryville College 2002 — 2006
B.A., Business & Organizational Mgmt, Finance
Bearden High School 1998 — 2002
Diploma
happe hippos September 2012 — Present
Appademia January 2012 — August 2012
The Trust Company of Knoxville July 2009 — June 2010
Merrill Lynch July 2006 — June 2009
Resque 2014 — Present
Medic Apps 2014 — Present
Skills
New Venture Creation, New Product Ideation, Strategic Planning, Social Media, New Business Development, Product Development, Entrepreneurship, Start-ups, Venture Capital, Investments, Leadership, Finance, Management, Strategic Partnerships, Strategy, Training, Team Building, Networking, Sales, Cross-functional Team..., Social Networking, Business Development, Marketing, Project Management, Marketing Strategy, Business Planning, Mobile Devices, Advertising, Small Business, Account Management, Team Leadership, Contract Negotiation, Market Research, Competitive Analysis, Online Advertising, Business Strategy, Social Media Marketing, Product Marketing, Fundraising, Sales Management, SaaS, Online Marketing, Lead Generation, Direct Sales, Negotiation, Selling, Digital Marketing, Marketing Communications, Direct Marketing, E-commerce
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2011
MBA, Entrepreneurship & Innovation
Canon Trust School 2009 — 2009
I, Personal Trust
Maryville College 2002 — 2006
B.A., Business & Organizational Mgmt, Finance
Bearden High School 1998 — 2002
Diploma
Juan Pedro J.P. Moreno's Merrill Lynch Experience July 1998 - July 1999
Job Partner Head of Research
Industry Investment Management
Experience
Greylock Capital Management April 2008 - March 2015
Contrarian Capital Managment July 2006 - 2008
Lehman Brothers August 2004 - July 2006
Goldman Sachs June 1999 - June 2001
Merrill Lynch July 1998 - July 1999
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, Finance
Harvard University 1994 — 1998
BA, Economics
Greylock Capital Management April 2008 - March 2015
Contrarian Capital Managment July 2006 - 2008
Lehman Brothers August 2004 - July 2006
Goldman Sachs June 1999 - June 2001
Merrill Lynch July 1998 - July 1999
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, Finance
Harvard University 1994 — 1998
BA, Economics
Jose Cotarelo's Merrill Lynch Experience 1998 - 2008
Job
Industry Pharmaceuticals
Experience
Mylan Inc. 2014 - Present
Mylan Inc. December 2013 - July 2014
Mylan Inc. 2009 - December 2013
Merrill Lynch 1998 - 2008
Skills
Public Relations, Management, Mergers & Acquisitions, Strategy, Negotiation, Strategic Planning, Business Planning, Business Strategy, Business Development, Mergers, Due Diligence, New Business Development, Strategic Partnerships, Management Consulting, Marketing Strategy, Start-ups, Competitive Analysis, Cross-functional Team..., Market Research, Financial Modeling, Pharmaceutical Industry, Private Equity, Venture Capital, Valuation, Entrepreneurship
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Harvard University 1990 — 1994
BA, Government
Cooper City High School
Mylan Inc. 2014 - Present
Mylan Inc. December 2013 - July 2014
Mylan Inc. 2009 - December 2013
Merrill Lynch 1998 - 2008
Skills
Public Relations, Management, Mergers & Acquisitions, Strategy, Negotiation, Strategic Planning, Business Planning, Business Strategy, Business Development, Mergers, Due Diligence, New Business Development, Strategic Partnerships, Management Consulting, Marketing Strategy, Start-ups, Competitive Analysis, Cross-functional Team..., Market Research, Financial Modeling, Pharmaceutical Industry, Private Equity, Venture Capital, Valuation, Entrepreneurship
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Harvard University 1990 — 1994
BA, Government
Cooper City High School
Victor Fung's Merrill Lynch Experience 1997 - 1999
Job Marketing + Sales Executive (Health Care, BioPharma, Diagnostics/Med Device)
Industry Medical Devices
Experience
Continuum Group October 2014 - Present
Agilent Technologies 2013 - 2014
Abbott Labs 2009 - 2013
Obama for America August 2008 - November 2008
The Boston Consulting Group (BCG) 2004 - 2008
Genesys Software 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Strategy, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Business Development, Program Management, Mergers & Acquisitions, Leadership, Sales, Marketing, Start-ups, Brand Management, Product Development, Strategic Planning, Product Launch, Product Marketing, Pricing, Marketing Communications
Education
Harvey Mudd College
BS - Engineering
University of California, Berkeley
MPH (Masters of Public Health)
University of California, Berkeley, Haas School of Business
MBA
Continuum Group October 2014 - Present
Agilent Technologies 2013 - 2014
Abbott Labs 2009 - 2013
Obama for America August 2008 - November 2008
The Boston Consulting Group (BCG) 2004 - 2008
Genesys Software 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Strategy, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Business Development, Program Management, Mergers & Acquisitions, Leadership, Sales, Marketing, Start-ups, Brand Management, Product Development, Strategic Planning, Product Launch, Product Marketing, Pricing, Marketing Communications
Education
Harvey Mudd College
BS - Engineering
University of California, Berkeley
MPH (Masters of Public Health)
University of California, Berkeley, Haas School of Business
MBA
Tracy Kunichika's Merrill Lynch Experience 2000 - 2001
Job President and Volunteer at Operation Shanti
Industry Nonprofit Organization Management
Experience
Operation Shanti July 2004 - Present
Merrill Lynch 2000 - 2001
Hambrecht & Quist LLC 1998 - 2000
Salomon Brothers 1994 - 1998
Skills
Finance, Copy Editing, Nonprofits, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance
Harvard University 1981 — 1985
BA, Applied Mathematics
Operation Shanti July 2004 - Present
Merrill Lynch 2000 - 2001
Hambrecht & Quist LLC 1998 - 2000
Salomon Brothers 1994 - 1998
Skills
Finance, Copy Editing, Nonprofits, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance
Harvard University 1981 — 1985
BA, Applied Mathematics
Sara Noonan Simonds's Merrill Lynch Experience January 1997 - January 2000
Job Independent Strategic Consultant
Industry Consumer Goods
Experience
The Simonds Group January 2013 - Present
New Balance January 2013 - June 2013
New Balance January 2008 - June 2010
Harvard University February 2007 - January 2008
New Balance September 2004 - January 2007
The Orvis Company June 2002 - September 2002
Visible Markets February 2000 - September 2001
Merrill Lynch January 1997 - January 2000
Skills
Cross-functional Team..., Strategic Planning, Financial Analysis, Product Management, Product Marketing, Competitive Analysis, Market Research, Budgets, Product Development, Project Planning, Sourcing, Marketing Strategy, Sporting Goods, Footwear, Consumer Products, Program Management, Management, Marketing, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
BA
The Simonds Group January 2013 - Present
New Balance January 2013 - June 2013
New Balance January 2008 - June 2010
Harvard University February 2007 - January 2008
New Balance September 2004 - January 2007
The Orvis Company June 2002 - September 2002
Visible Markets February 2000 - September 2001
Merrill Lynch January 1997 - January 2000
Skills
Cross-functional Team..., Strategic Planning, Financial Analysis, Product Management, Product Marketing, Competitive Analysis, Market Research, Budgets, Product Development, Project Planning, Sourcing, Marketing Strategy, Sporting Goods, Footwear, Consumer Products, Program Management, Management, Marketing, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
BA
Ma'Adwoa Banful's Merrill Lynch Experience July 2005 - February 2008
Job Merrill Lynch & Co
Industry Financial Services
Experience
Merrill Lynch & Co February 2008 - Present
Deloitte Consulting 2010 - 2010
Merrill Lynch July 2005 - February 2008
Karmaloop.com 2004 - 2004
Education
Harvard University 2001 — 2005
Merrill Lynch & Co February 2008 - Present
Deloitte Consulting 2010 - 2010
Merrill Lynch July 2005 - February 2008
Karmaloop.com 2004 - 2004
Education
Harvard University 2001 — 2005
Nitin Saksena's Merrill Lynch Experience April 2013 - Present
Job Head of US Equity Derivatives Research at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch September 2008 - Present
Skills
Derivatives, Equity Derivatives
Education
Princeton University 2004 — 2008
PhD, Operations Research & Financial Engineering
University of Cambridge 2003 — 2004
Part III, Mathematics
Harvard University 1999 — 2003
AB, Applied Math
Merrill Lynch April 2013 - Present
Merrill Lynch September 2008 - Present
Skills
Derivatives, Equity Derivatives
Education
Princeton University 2004 — 2008
PhD, Operations Research & Financial Engineering
University of Cambridge 2003 — 2004
Part III, Mathematics
Harvard University 1999 — 2003
AB, Applied Math
Susan A. Chen's Merrill Lynch Experience 1997 - 1999
Job Investor
Industry Investment Management
Experience
University of Texas Investment Management Company 2008 - Present
D.B. Zwirn & Co. 2003 - 2008
Merrill Lynch 1997 - 1999
Education
Harvard University 1999 — 2003
JD/MBA
Harvard College 1994 — 1997
AB, Economics
University of Texas Investment Management Company 2008 - Present
D.B. Zwirn & Co. 2003 - 2008
Merrill Lynch 1997 - 1999
Education
Harvard University 1999 — 2003
JD/MBA
Harvard College 1994 — 1997
AB, Economics
Olentha Lavon Von Redden's Merrill Lynch Experience 1990 - 1992
Job Senior Research Analyst
Industry Financial Services
Experience
Hocky Capital Management May 2000 - Present
Lipper & Company, L.P. 1992 - 2000
Merrill Lynch 1990 - 1992
Education
Harvard University 1986 — 1990
AB, Applied Mathematics
Heidelberg
Hocky Capital Management May 2000 - Present
Lipper & Company, L.P. 1992 - 2000
Merrill Lynch 1990 - 1992
Education
Harvard University 1986 — 1990
AB, Applied Mathematics
Heidelberg
Lerk-Ling Chang's Merrill Lynch Experience 1994 - 1995
Job Senior Director, Corporate Strategy at Guidewire Software
Industry Computer Software
Experience
Guidewire Software 2014 - Present
Guidewire Software May 2010 - Present
Guidewire Software 2002 - July 2010
Ariba 2000 - 2002
Merrill Lynch 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Product Management, Strategy, Enterprise Software, Market Analysis, Professional Services, IT Strategy, Analytics, Strategic Partnerships, Financial Modeling, Start-ups, Business Intelligence, Business Alliances, SaaS, Business Analysis, Cross-functional Team..., Go-to-market Strategy, Business Strategy, Management, Competitive Analysis, New Product Validation, New Product Ideas, Emerging Trends, Digital Strategy
Education
Harvard University
University of Pennsylvania - The Wharton School
MBA
Guidewire Software 2014 - Present
Guidewire Software May 2010 - Present
Guidewire Software 2002 - July 2010
Ariba 2000 - 2002
Merrill Lynch 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Product Management, Strategy, Enterprise Software, Market Analysis, Professional Services, IT Strategy, Analytics, Strategic Partnerships, Financial Modeling, Start-ups, Business Intelligence, Business Alliances, SaaS, Business Analysis, Cross-functional Team..., Go-to-market Strategy, Business Strategy, Management, Competitive Analysis, New Product Validation, New Product Ideas, Emerging Trends, Digital Strategy
Education
Harvard University
University of Pennsylvania - The Wharton School
MBA
Neil Bishnoi's Merrill Lynch Experience June 2005 - August 2005
Job Strategic Planner
Industry Marketing and Advertising
Experience
Havas Edge July 2014 - Present
Havas Edge April 2013 - June 2014
MMG Partners July 2009 - June 2010
MMG Partners July 2008 - June 2009
MMG Partners September 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Microsoft Excel, PowerPoint, Access, Bloomberg Terminal, Management Consulting, Strategy, Due Diligence, Financial Modeling, Business Strategy, Mergers & Acquisitions, Strategic Planning, Data Analysis, Market Research, Analytics, Marketing Strategy, Competitive Analysis, Analysis
Education
Harvard University 2002 — 2006
Bachelor's Degree, Econcomics and Government
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Fully-Employed MBA Program
Havas Edge July 2014 - Present
Havas Edge April 2013 - June 2014
MMG Partners July 2009 - June 2010
MMG Partners July 2008 - June 2009
MMG Partners September 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Microsoft Excel, PowerPoint, Access, Bloomberg Terminal, Management Consulting, Strategy, Due Diligence, Financial Modeling, Business Strategy, Mergers & Acquisitions, Strategic Planning, Data Analysis, Market Research, Analytics, Marketing Strategy, Competitive Analysis, Analysis
Education
Harvard University 2002 — 2006
Bachelor's Degree, Econcomics and Government
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Fully-Employed MBA Program
Todd Watkins's Merrill Lynch Experience November 1997 - November 1999
Job Owner at J.S. Watkins Partners
Industry Real Estate
Experience
J.S. Watkins Partners, LLC May 2005 - Present
Fannie Mae September 2001 - May 2005
Fannie Mae November 1999 - August 2001
Merrill Lynch November 1997 - November 1999
O'Melveny & Myers November 1994 - November 1997
PG Calc 1986 - 1987
Skills
Due Diligence, Financial Structuring, Capital Markets, Business Development, Finance, Asset Management, Mortgage Lending, Fundraising, Securitization, Underwriting, Commercial Real Estate, Executive Management, Corporate Law, Real Estate
Education
University of Michigan Law School 1990 — 1993
Harvard University 1983 — 1987
A.B., Government
J.S. Watkins Partners, LLC May 2005 - Present
Fannie Mae September 2001 - May 2005
Fannie Mae November 1999 - August 2001
Merrill Lynch November 1997 - November 1999
O'Melveny & Myers November 1994 - November 1997
PG Calc 1986 - 1987
Skills
Due Diligence, Financial Structuring, Capital Markets, Business Development, Finance, Asset Management, Mortgage Lending, Fundraising, Securitization, Underwriting, Commercial Real Estate, Executive Management, Corporate Law, Real Estate
Education
University of Michigan Law School 1990 — 1993
Harvard University 1983 — 1987
A.B., Government
Paul Sungmin Cho's Merrill Lynch Experience February 1995 - July 2003
Job COO/CFO at The Illumination Foundation
Industry Nonprofit Organization Management
Experience
The Illumination Foundation January 2009 - Present
Merrill Lynch February 1995 - July 2003
Goldman Sachs April 1987 - January 1995
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
Southern California University of Health Sciences 2003 — 2007
MAOM, Acupuncture and Oriental Medicine
Southern California University of Health Sciences 2003 — 2007
DC, Doctor of Chiropractic
Kobe University 1986 — 1987
Economics
International Christian University 1985 — 1986
Japanese
Harvard University 1981 — 1985
BA, Economics
The Illumination Foundation January 2009 - Present
Merrill Lynch February 1995 - July 2003
Goldman Sachs April 1987 - January 1995
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
Southern California University of Health Sciences 2003 — 2007
MAOM, Acupuncture and Oriental Medicine
Southern California University of Health Sciences 2003 — 2007
DC, Doctor of Chiropractic
Kobe University 1986 — 1987
Economics
International Christian University 1985 — 1986
Japanese
Harvard University 1981 — 1985
BA, Economics
Matthew Gant's Merrill Lynch Experience April 2002 - September 2004
Job Agent/Owner at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance June 2007 - Present
Countrywide Home Loans February 2006 - June 2007
Franklin American Mortgage Company October 2005 - February 2006
Citi September 2004 - October 2005
Merrill Lynch April 2002 - September 2004
Aerotek July 1998 - April 2002
Skills
Life Insurance, Fixed Annuities, Financial Planners, Mortgage Lending, Umbrella Insurance, Underwriting, Series 6, Financial Services, IRAs, Disability Insurance, Property & Casualty..., Series 63, Insurance, Small Business, Term Life Insurance, Long-term Care, Strategic Financial..., Retirement Planning, Health Insurance, Mutual Funds, 401k, Workers Compensation, Retirement, Casualty, Financial Advisory, Estate Planning, Whole Life, Marine Insurance, Commercial Insurance, Long Term Care Insurance, Wealth, Renters, Licensed Life & Health..., Employee Benefits, Investments, Professional Liability, Liability, Series 7, Critical Illness, Licensed Property &..., Wealth Management, Homeowners, Bonds, General Insurance, Permanent Life Insurance, Commercial Lines, Universal Life, Loans, 401k Rollovers, Securities
Education
University of Tennessee-Knoxville - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Finance
State Farm Insurance June 2007 - Present
Countrywide Home Loans February 2006 - June 2007
Franklin American Mortgage Company October 2005 - February 2006
Citi September 2004 - October 2005
Merrill Lynch April 2002 - September 2004
Aerotek July 1998 - April 2002
Skills
Life Insurance, Fixed Annuities, Financial Planners, Mortgage Lending, Umbrella Insurance, Underwriting, Series 6, Financial Services, IRAs, Disability Insurance, Property & Casualty..., Series 63, Insurance, Small Business, Term Life Insurance, Long-term Care, Strategic Financial..., Retirement Planning, Health Insurance, Mutual Funds, 401k, Workers Compensation, Retirement, Casualty, Financial Advisory, Estate Planning, Whole Life, Marine Insurance, Commercial Insurance, Long Term Care Insurance, Wealth, Renters, Licensed Life & Health..., Employee Benefits, Investments, Professional Liability, Liability, Series 7, Critical Illness, Licensed Property &..., Wealth Management, Homeowners, Bonds, General Insurance, Permanent Life Insurance, Commercial Lines, Universal Life, Loans, 401k Rollovers, Securities
Education
University of Tennessee-Knoxville - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Keith R. Brandt, CFP's Merrill Lynch Experience March 1983 - November 2012
Job President at California Wealth Transitions
Industry Financial Services
Experience
California Wealth Transitions November 2012 - Present
Merrill Lynch March 1983 - November 2012
Skills
Series 7, Investments, Wealth Management, Series 63, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Asset Allocation, Asset Management, Mutual Funds, Retirement Planning
Education
Harvard University 1977 — 1981
Bachelor of Arts (B.A.), Anthropology
California Wealth Transitions November 2012 - Present
Merrill Lynch March 1983 - November 2012
Skills
Series 7, Investments, Wealth Management, Series 63, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Asset Allocation, Asset Management, Mutual Funds, Retirement Planning
Education
Harvard University 1977 — 1981
Bachelor of Arts (B.A.), Anthropology
Michael Terpstra's Merrill Lynch Experience September 2001 - November 2001
Job Director, New Product Marketing at Pfizer
Industry Pharmaceuticals
Experience
Pfizer April 2014 - Present
Pfizer June 2008 - March 2014
Life Technologies April 2005 - May 2008
Analysis Group January 2002 - March 2005
Merrill Lynch September 2001 - November 2001
Analysis Group August 1996 - July 1999
Skills
Commercialization, Business Strategy, Competitive Analysis, Pharmaceutical Industry, Cross-functional Team..., Financial Modeling, Mergers, Market Analysis, Market Development, Competitive Intelligence, Corporate Development, Strategy, Product Launch
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Strategic Management
Harvard University 1992 — 1996
BA, Economics
Pfizer April 2014 - Present
Pfizer June 2008 - March 2014
Life Technologies April 2005 - May 2008
Analysis Group January 2002 - March 2005
Merrill Lynch September 2001 - November 2001
Analysis Group August 1996 - July 1999
Skills
Commercialization, Business Strategy, Competitive Analysis, Pharmaceutical Industry, Cross-functional Team..., Financial Modeling, Mergers, Market Analysis, Market Development, Competitive Intelligence, Corporate Development, Strategy, Product Launch
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Strategic Management
Harvard University 1992 — 1996
BA, Economics
Douglas Rediker's Merrill Lynch Experience 1995 - 1998
Job International Capital Strategies, LLC
Industry Financial Services
Experience
International Capital Strategies LLC March 2012 - Present
Peterson Institute for International Economics March 2013 - Present
World Economic Forum August 2011 - Present
New America Foundation February 2007 - March 2013
International Monetary Fund March 2010 - February 2012
Obama for America February 2007 - November 2008
Dresdner Kleinwort 2003 - 2005
TD Capital 2000 - 2003
Lehman Brothers 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Investment Banking, Equities, Economics, Finance, Foreign Policy, Government, Financial Risk, Public Policy, Policy Analysis, Politics, International Relations, Venture Capital, Policy, Nonprofits, International..., Strategy, Strategic Communications, Leadership
Education
Harvard University, John F. Kennedy School of Government 1991 — 1992
Fordham University School of Law 1981 — 1984
Juris Doctor
Vassar College 1977 — 1981
1981, Political Science
International Capital Strategies LLC March 2012 - Present
Peterson Institute for International Economics March 2013 - Present
World Economic Forum August 2011 - Present
New America Foundation February 2007 - March 2013
International Monetary Fund March 2010 - February 2012
Obama for America February 2007 - November 2008
Dresdner Kleinwort 2003 - 2005
TD Capital 2000 - 2003
Lehman Brothers 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Investment Banking, Equities, Economics, Finance, Foreign Policy, Government, Financial Risk, Public Policy, Policy Analysis, Politics, International Relations, Venture Capital, Policy, Nonprofits, International..., Strategy, Strategic Communications, Leadership
Education
Harvard University, John F. Kennedy School of Government 1991 — 1992
Fordham University School of Law 1981 — 1984
Juris Doctor
Vassar College 1977 — 1981
1981, Political Science
Shola Olateju's Merrill Lynch Experience March 2004 - December 2009
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2009 - Present
Merrill Lynch March 2004 - December 2009
Morgan Stanley 1997 - 2004
Education
Obafemi Awolowo University 1993 — 1994
Harvard University
Stony Brook University
JPMorgan Chase December 2009 - Present
Merrill Lynch March 2004 - December 2009
Morgan Stanley 1997 - 2004
Education
Obafemi Awolowo University 1993 — 1994
Harvard University
Stony Brook University
Li-Wen Kang's Merrill Lynch Experience January 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Baltimore School for the Arts Board of Overseers July 2013 - Present
Merrill Lynch January 2011 - Present
Legg Mason July 2007 - 2009
Macquarie Bank 1998 - 2007
The Transportation Group 1995 - 1997
Skills
Alternative Investments, Investments, Investment Banking, Financial Modeling, Asset Management, Series 7, Capital Markets, Valuation, Fixed Income, Portfolio Management, Private Equity, Mutual Funds, Corporate Finance, Wealth Management, Investment Advisory, Financial Structuring, Structured Finance, Financial Services, Strategic Financial..., Investment Strategies, Structured Products, Investment Management, Retirement Planning, Investor Relations
Education
Harvard University 1988 — 1992
Baltimore School for the Arts 1985 — 1988
Baltimore School for the Arts Board of Overseers July 2013 - Present
Merrill Lynch January 2011 - Present
Legg Mason July 2007 - 2009
Macquarie Bank 1998 - 2007
The Transportation Group 1995 - 1997
Skills
Alternative Investments, Investments, Investment Banking, Financial Modeling, Asset Management, Series 7, Capital Markets, Valuation, Fixed Income, Portfolio Management, Private Equity, Mutual Funds, Corporate Finance, Wealth Management, Investment Advisory, Financial Structuring, Structured Finance, Financial Services, Strategic Financial..., Investment Strategies, Structured Products, Investment Management, Retirement Planning, Investor Relations
Education
Harvard University 1988 — 1992
Baltimore School for the Arts 1985 — 1988
Debbie Mandelker's Merrill Lynch Experience June 1980 - December 2001
Job Chief Marketing Officer Arnold & Porter LLP
Industry Legal Services
Experience
Arnold & Porter LLP July 2005 - August 2013
Merrill Lynch June 1980 - December 2001
Skills
Marketing Communications, Marketing Strategy, Securities, Legal Marketing, Mergers & Acquisitions, Marketing, Litigation, Product Development, Strategy, Market Research, Licensing, Joint Ventures, Strategic Partnerships, Social Media, Venture Capital, Business Development
Education
New York University - Leonard N. Stern School of Business 1980 — 1985
MBA, Marketing
Harvard University Graduate School of Education 1973 — 1974
University of Mary Washington 1969 — 1973
BA, Education/Child Psychology
Arnold & Porter LLP July 2005 - August 2013
Merrill Lynch June 1980 - December 2001
Skills
Marketing Communications, Marketing Strategy, Securities, Legal Marketing, Mergers & Acquisitions, Marketing, Litigation, Product Development, Strategy, Market Research, Licensing, Joint Ventures, Strategic Partnerships, Social Media, Venture Capital, Business Development
Education
New York University - Leonard N. Stern School of Business 1980 — 1985
MBA, Marketing
Harvard University Graduate School of Education 1973 — 1974
University of Mary Washington 1969 — 1973
BA, Education/Child Psychology
Matthew T. Lawson's Merrill Lynch Experience February 1997 - July 2004
Job CoOwner, Lawson Winchester Wealth Management
Industry Investment Management
Experience
Lawson Winchester Wealth Management September 2007 - Present
Merrill Lynch February 1997 - July 2004
Skills
Portfolio Management, Investments, Strategic Financial..., Investment Management, Wealth Management, Financial Services, Financial Analysis, Retirement Planning, Banking, Management, Loans, Credit, Credit Analysis, Commercial Banking, Risk Management, Financial Modeling, Asset Management, Executive Management, Business Planning, Cash Management, Finance
Education
University of Tennessee-Knoxville - College of Business Administration 1994 — 1996
Bachelor of Science (BS), Finance
Lawson Winchester Wealth Management September 2007 - Present
Merrill Lynch February 1997 - July 2004
Skills
Portfolio Management, Investments, Strategic Financial..., Investment Management, Wealth Management, Financial Services, Financial Analysis, Retirement Planning, Banking, Management, Loans, Credit, Credit Analysis, Commercial Banking, Risk Management, Financial Modeling, Asset Management, Executive Management, Business Planning, Cash Management, Finance
Education
University of Tennessee-Knoxville - College of Business Administration 1994 — 1996
Bachelor of Science (BS), Finance
Joshua Herring's Merrill Lynch Experience July 2009 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
21st Mortgage Corporation August 2003 - July 2007
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Valuation, Investments, Corporate Finance, Portfolio Management, Capital Markets, Equities, Asset Management, Leadership, Due Diligence, Fixed Income, Series 7, Private Equity, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance
Harvard University 1999 — 2003
AB, Philosophy & German
Merrill Lynch July 2009 - Present
21st Mortgage Corporation August 2003 - July 2007
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Valuation, Investments, Corporate Finance, Portfolio Management, Capital Markets, Equities, Asset Management, Leadership, Due Diligence, Fixed Income, Series 7, Private Equity, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance
Harvard University 1999 — 2003
AB, Philosophy & German
Teresa Uthurralt's Merrill Lynch Experience July 1991 - December 1998
Job Principal, Business Development at Amazon
Industry Internet
Experience
Amazon November 2013 - Present
Cayenne Consulting November 2012 - November 2013
iAmplify April 2011 - November 2012
iAmplify LLC November 2004 - March 2011
DigitalWiseStrategy 2003 - 2004
Dice Inc. (Earthweb) April 1999 - April 2001
Merrill Lynch July 1991 - December 1998
Skills
Digital Media, Strategic Partnerships, Start-ups, Digital Strategy, Business Development, Strategic Planning, E-commerce, Entrepreneurship, Corporate Development, Online Advertising, Strategy, Product Management, Business Strategy, Competitive Analysis, Digital Marketing, Management Consulting, Analytics
Education
Harvard University
AB, international relations
Stuyvesant High School
Amazon November 2013 - Present
Cayenne Consulting November 2012 - November 2013
iAmplify April 2011 - November 2012
iAmplify LLC November 2004 - March 2011
DigitalWiseStrategy 2003 - 2004
Dice Inc. (Earthweb) April 1999 - April 2001
Merrill Lynch July 1991 - December 1998
Skills
Digital Media, Strategic Partnerships, Start-ups, Digital Strategy, Business Development, Strategic Planning, E-commerce, Entrepreneurship, Corporate Development, Online Advertising, Strategy, Product Management, Business Strategy, Competitive Analysis, Digital Marketing, Management Consulting, Analytics
Education
Harvard University
AB, international relations
Stuyvesant High School
Michael Kamal's Merrill Lynch Experience 2007 - 2009
Job Quantitative Analyst at BlueMountain Capital Management
Industry Financial Services
Experience
BlueMountain Capital Management May 2014 - Present
Wells Fargo Securities November 2012 - March 2014
Chicago Trading Company February 2011 - August 2012
Chicago Trading Company 2009 - January 2011
Merrill Lynch 2007 - 2009
Broad Institute 2001 - 2006
Goldman Sachs 1994 - 2000
Education
Harvard University 1988 — 1994
PhD, Physics
BlueMountain Capital Management May 2014 - Present
Wells Fargo Securities November 2012 - March 2014
Chicago Trading Company February 2011 - August 2012
Chicago Trading Company 2009 - January 2011
Merrill Lynch 2007 - 2009
Broad Institute 2001 - 2006
Goldman Sachs 1994 - 2000
Education
Harvard University 1988 — 1994
PhD, Physics
Robert Woolway's Merrill Lynch Experience 1995 - 1999
Job MD at Trinity Capital LLC
Industry Investment Banking
Experience
Trinity Capital LLC January 2006 - Present
Relational Advisors 2002 - 2005
Wasserstein Perella 2001 - 2002
JP Morgan 1999 - 2001
Merrill Lynch 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Loan Origination, Private Equity, Investment Banking, LBO, Capital Markets, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Debt Restructuring, Middle Market, Capital Raising, Mergers, Mergers & Acquisitions, Restructuring, M&A experience, Turn Around Management, IPO, Finance, Capital, Financial Modeling, Start-ups, Due Diligence, Executive Management, Strategy
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB, Economics
Loyola High School 1973 — 1977
St. Brendan's 1965 — 1973
Trinity Capital LLC January 2006 - Present
Relational Advisors 2002 - 2005
Wasserstein Perella 2001 - 2002
JP Morgan 1999 - 2001
Merrill Lynch 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Loan Origination, Private Equity, Investment Banking, LBO, Capital Markets, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Debt Restructuring, Middle Market, Capital Raising, Mergers, Mergers & Acquisitions, Restructuring, M&A experience, Turn Around Management, IPO, Finance, Capital, Financial Modeling, Start-ups, Due Diligence, Executive Management, Strategy
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB, Economics
Loyola High School 1973 — 1977
St. Brendan's 1965 — 1973
Marva York's Merrill Lynch Experience 1999 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 1999 - Present
Salomon Smith Barney 1997 - 1999
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
M.P.A. (Finance)
University of North Carolina at Chapel Hill 1972 — 1976
B.A. (Journalism)
Merrill Lynch 1999 - Present
Salomon Smith Barney 1997 - 1999
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
M.P.A. (Finance)
University of North Carolina at Chapel Hill 1972 — 1976
B.A. (Journalism)
Gideon Bernstein's Merrill Lynch Experience September 2000 - May 2004
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2006 - Present
Lehman Brothers June 2004 - September 2006
Merrill Lynch September 2000 - May 2004
Skills
Equity Research, Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Valuation, Emerging Markets, Investment Management, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1998 — 2000
MBA
Haverford College 1989 — 1993
BA, Anthropology
Fieldston 1984 — 1989
JP Morgan October 2006 - Present
Lehman Brothers June 2004 - September 2006
Merrill Lynch September 2000 - May 2004
Skills
Equity Research, Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Valuation, Emerging Markets, Investment Management, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1998 — 2000
MBA
Haverford College 1989 — 1993
BA, Anthropology
Fieldston 1984 — 1989
Kimberly Padgett's Merrill Lynch Experience 1985 - 1990
Job VP, Sr. Compliance Officer
Industry Financial Services
Experience
Citizens Financial Group, Inc. 2015 - Present
MetLife 2011 - 2015
MFS Investment Management 2007 - 2011
Fidelity Investments 2002 - 2007
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Chrysler 1990 - 1993
Merrill Lynch 1985 - 1990
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Investments
Education
Suffolk University Law School 1998 — 2002
JD
Xavier University - Williams College of Business 1986 — 1989
MBA
Haslam College of Business at the University of Tennessee 1981 — 1985
B.S., Business Administration, Finance
Citizens Financial Group, Inc. 2015 - Present
MetLife 2011 - 2015
MFS Investment Management 2007 - 2011
Fidelity Investments 2002 - 2007
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Chrysler 1990 - 1993
Merrill Lynch 1985 - 1990
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Investments
Education
Suffolk University Law School 1998 — 2002
JD
Xavier University - Williams College of Business 1986 — 1989
MBA
Haslam College of Business at the University of Tennessee 1981 — 1985
B.S., Business Administration, Finance
Tom Joyce's Merrill Lynch Experience 1987 - 2001
Job Executive Chairman at Arxis Capital
Industry Financial Services
Experience
Arxis Capital August 2014 - Present
Clearpool Group February 2014 - Present
Sandboxx July 2013 - Present
Knight Capital Group May 2002 - July 2013
Merrill Lynch 1987 - 2001
Skills
Equity Trading, Private Equity, Equities, Investments, Proprietary Trading, Trading Systems, Series 63, Alternative Investments, ETFs, Capital Markets, Portfolio Management, Electronic Trading, Fixed Income, Venture Capital, Trading, Mergers & Acquisitions, FINRA, Securities, Hedge Funds, Series 7, Series 24, Management Consulting, Options, Asset Management, Investment Banking, Emerging Markets
Education
Harvard University 1973 — 1977
Economics
Arxis Capital August 2014 - Present
Clearpool Group February 2014 - Present
Sandboxx July 2013 - Present
Knight Capital Group May 2002 - July 2013
Merrill Lynch 1987 - 2001
Skills
Equity Trading, Private Equity, Equities, Investments, Proprietary Trading, Trading Systems, Series 63, Alternative Investments, ETFs, Capital Markets, Portfolio Management, Electronic Trading, Fixed Income, Venture Capital, Trading, Mergers & Acquisitions, FINRA, Securities, Hedge Funds, Series 7, Series 24, Management Consulting, Options, Asset Management, Investment Banking, Emerging Markets
Education
Harvard University 1973 — 1977
Economics
Candice Vander Weerdt's Merrill Lynch Experience January 2006 - March 2007
Job Teaching Fellow and PhD. Candidate at Kent State University
Industry Higher Education
Experience
Kent State University August 2012 - Present
Cuyahoga Community College August 2009 - August 2012
Fifth Third Securities March 2007 - August 2012
Merrill Lynch January 2006 - March 2007
Skills
•FINRA Series 7:..., •FINRA Series 66:..., •Bloomberg Fixed..., •Ohio Board of..., •Fifth Third Six Sigma..., •Proficient in..., •Well experienced in..., •Yield Analysis &..., •CMO Average Life..., •Experience running..., •BondTrader Pro..., •Masterful in..., •Adobe Presenter &..., •Capacity to solve..., •Bond accounting..., •Strong communication..., •Capable of completing..., •Utilizes proper time..., •Appreciates the..., •Lifetime learner with..., Management, Research, Public Speaking, Project Planning, Strategy, Analysis, Finance, Financial Analysis
Education
Cleveland State University 2007 — 2009
Master, Business Administration, Graduated Cum Laude, 3.62 GPA
Hawaii Pacific University 2002 — 2005
BSBA, Marketing, Graduated Magna Cum Laude with Honors, 3.71 GPA
International University of Monaco 2004 — 2004
Semester Exchange, Business Administration & E-Commerce
Kent State University August 2012 - Present
Cuyahoga Community College August 2009 - August 2012
Fifth Third Securities March 2007 - August 2012
Merrill Lynch January 2006 - March 2007
Skills
•FINRA Series 7:..., •FINRA Series 66:..., •Bloomberg Fixed..., •Ohio Board of..., •Fifth Third Six Sigma..., •Proficient in..., •Well experienced in..., •Yield Analysis &..., •CMO Average Life..., •Experience running..., •BondTrader Pro..., •Masterful in..., •Adobe Presenter &..., •Capacity to solve..., •Bond accounting..., •Strong communication..., •Capable of completing..., •Utilizes proper time..., •Appreciates the..., •Lifetime learner with..., Management, Research, Public Speaking, Project Planning, Strategy, Analysis, Finance, Financial Analysis
Education
Cleveland State University 2007 — 2009
Master, Business Administration, Graduated Cum Laude, 3.62 GPA
Hawaii Pacific University 2002 — 2005
BSBA, Marketing, Graduated Magna Cum Laude with Honors, 3.71 GPA
International University of Monaco 2004 — 2004
Semester Exchange, Business Administration & E-Commerce
Shantel Keuma's Merrill Lynch Experience August 2007 - April 2008
Job Client Service Associate
Industry Financial Services
Experience
Law Offices of Ian L. Mattoch November 2013 - Present
Morgan Stanley Wealth Management May 2012 - November 2013
Hawaiian Parasail, Inc. June 2000 - October 2012
Merrill Lynch August 2007 - April 2008
Skills
Financial Analysis, Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management
Education
Hawaii Pacific University 2006 — 2008
MBA, Finance
University of Hawaii at Manoa 1999 — 2005
BBA, Marketing & Finance
Law Offices of Ian L. Mattoch November 2013 - Present
Morgan Stanley Wealth Management May 2012 - November 2013
Hawaiian Parasail, Inc. June 2000 - October 2012
Merrill Lynch August 2007 - April 2008
Skills
Financial Analysis, Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management
Education
Hawaii Pacific University 2006 — 2008
MBA, Finance
University of Hawaii at Manoa 1999 — 2005
BBA, Marketing & Finance
Todd Michael's Merrill Lynch Experience Vice PresidentPrecision Home BuildersJuly 2005 - January 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Vice PresidentPrecision Home BuildersJuly 2005 - January 2008
Cintas July 2002 - June 2005
Education
Harvard University 1998 — 2002
goverment, Political Science
Merrill Lynch Vice PresidentPrecision Home BuildersJuly 2005 - January 2008
Cintas July 2002 - June 2005
Education
Harvard University 1998 — 2002
goverment, Political Science
Sonia Dulá's Merrill Lynch Experience 2010 - 2013
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch 2010 - 2013
Bank of America Merrill Lynch 2007 - 2010
Grupo Latino de Radio (Grupo Prisa) October 2002 - July 2006
IG of Brazil & Obsidiana June 1999 - June 2001
Telemundo Studios Mexico May 1996 - June 1999
Goldman Sachs August 1986 - April 1995
Skills
Mergers & Acquisitions, Equities, Latin America, Management, Funding, Investment Banking, Capital, Capital Raising, Wealth Management, IPO, Capital Markets, Fixed Income, Media & boradcasting
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Finance
Harvard University 1978 — 1982
B.A., Economics
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch 2010 - 2013
Bank of America Merrill Lynch 2007 - 2010
Grupo Latino de Radio (Grupo Prisa) October 2002 - July 2006
IG of Brazil & Obsidiana June 1999 - June 2001
Telemundo Studios Mexico May 1996 - June 1999
Goldman Sachs August 1986 - April 1995
Skills
Mergers & Acquisitions, Equities, Latin America, Management, Funding, Investment Banking, Capital, Capital Raising, Wealth Management, IPO, Capital Markets, Fixed Income, Media & boradcasting
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Finance
Harvard University 1978 — 1982
B.A., Economics
Richard Wooten's Merrill Lynch Experience May 2006 - August 2006
Job Experienced Business Professional
Industry Medical Devices
Experience
Amerit Fleet Solutions May 2014 - Present
Stryker September 2012 - January 2014
Stryker August 2011 - September 2012
Stryker June 2010 - August 2011
TrakLok August 2009 - November 2009
FTN Financial June 2009 - August 2009
Strategic Financial Partners June 2008 - August 2008
Carty & Co. Bond, Inc August 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Strategy, Leadership, Business Strategy, Marketing, Sales, Research, Data Analysis, Process Improvement, Change Management, Staff Development, Project Management, Recruiting, Strategic Planning, Cross-functional Team..., International Relations, Business Development, Self-starter, Relationship Management, Building Relationships, Success Driven, Competitive, Collaborative Problem..., Positivity, Lean Thinking, Positive Can-do Attitude, Positive Team Player, Investments
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
MBA, Finance
Haslam College of Business at the University of Tennessee 2004 — 2008
BA, Finance & International Business
Amerit Fleet Solutions May 2014 - Present
Stryker September 2012 - January 2014
Stryker August 2011 - September 2012
Stryker June 2010 - August 2011
TrakLok August 2009 - November 2009
FTN Financial June 2009 - August 2009
Strategic Financial Partners June 2008 - August 2008
Carty & Co. Bond, Inc August 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Strategy, Leadership, Business Strategy, Marketing, Sales, Research, Data Analysis, Process Improvement, Change Management, Staff Development, Project Management, Recruiting, Strategic Planning, Cross-functional Team..., International Relations, Business Development, Self-starter, Relationship Management, Building Relationships, Success Driven, Competitive, Collaborative Problem..., Positivity, Lean Thinking, Positive Can-do Attitude, Positive Team Player, Investments
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
MBA, Finance
Haslam College of Business at the University of Tennessee 2004 — 2008
BA, Finance & International Business
petr morgan's Merrill Lynch Experience June 1990 - May 1995
Job Managing Director at International Private Equity Advisors
Industry Financial Services
Experience
International Private Equity Advisors June 1995 - Present
Merrill Lynch June 1990 - May 1995
Citibank April 1987 - May 1990
WaMu/Home Savings February 1985 - March 1987
Bank of America February 1982 - February 1985
Salomon Brothers January 1980 - January 1982
Skills
Private Equity, Fixed Income, Mortgage Banking, Real Estate Economics, Real Estate Financing, Mortgage Lending, ABS, Loans, MBS, Funding, Mortgage Servicing, Capital Markets, Structured Finance, Financial Structuring, Commercial Lending, Underwriting, Asset, Capital, Portfolio Management, Investment Banking
Education
Harvard University 1976 — 1980
BA
International Private Equity Advisors June 1995 - Present
Merrill Lynch June 1990 - May 1995
Citibank April 1987 - May 1990
WaMu/Home Savings February 1985 - March 1987
Bank of America February 1982 - February 1985
Salomon Brothers January 1980 - January 1982
Skills
Private Equity, Fixed Income, Mortgage Banking, Real Estate Economics, Real Estate Financing, Mortgage Lending, ABS, Loans, MBS, Funding, Mortgage Servicing, Capital Markets, Structured Finance, Financial Structuring, Commercial Lending, Underwriting, Asset, Capital, Portfolio Management, Investment Banking
Education
Harvard University 1976 — 1980
BA
Jana Hirst's Merrill Lynch Experience June 1994 - July 2001
Job Northern Oregon Area League Coordinator at USTA Pacific Northwest
Industry Sports
Experience
USTA Pacific Northwest November 2012 - Present
Pete Fowler Construction Services, Inc. November 2011 - May 2012
Northwest Financial Solutions October 2010 - August 2011
CFP, Inc September 2001 - January 2010
Merrill Lynch June 1994 - July 2001
Skills
•Microsoft: Word,..., •Client database..., •Numerous insurance..., Management, Customer Service, Marketing, Microsoft Office, Analysis, Event Planning, Leadership, New Business Development, Social Media, Event Management, Underwriting, Program Management, Contract Negotiation, Marketing Strategy, Real Estate, Sales, Outlook, Budgets, Insurance, Proposal Writing, Human Resources, Communication, Marketing Communications
Education
Hastings College
BA, Art and Mathematics
Idaho State University
MBA, Business Administraton
USTA Pacific Northwest November 2012 - Present
Pete Fowler Construction Services, Inc. November 2011 - May 2012
Northwest Financial Solutions October 2010 - August 2011
CFP, Inc September 2001 - January 2010
Merrill Lynch June 1994 - July 2001
Skills
•Microsoft: Word,..., •Client database..., •Numerous insurance..., Management, Customer Service, Marketing, Microsoft Office, Analysis, Event Planning, Leadership, New Business Development, Social Media, Event Management, Underwriting, Program Management, Contract Negotiation, Marketing Strategy, Real Estate, Sales, Outlook, Budgets, Insurance, Proposal Writing, Human Resources, Communication, Marketing Communications
Education
Hastings College
BA, Art and Mathematics
Idaho State University
MBA, Business Administraton
Linda Lowry's Merrill Lynch Experience June 1989 - May 2008
Job Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education November 2009 - Present
Merrill Lynch June 1989 - May 2008
Touche Ross October 1986 - May 1989
Scott Paper August 1981 - September 1986
Education
Long Island University, Brooklyn Campus 2010 — 2011
MSED, Special Education and Math
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Statistics
Harvard University 1975 — 1979
AB, Engineering and Applied Sciences
Harvard University 1975 — 1979
Roger Ludlowe High School 1971 — 1975
NYC Department of Education November 2009 - Present
Merrill Lynch June 1989 - May 2008
Touche Ross October 1986 - May 1989
Scott Paper August 1981 - September 1986
Education
Long Island University, Brooklyn Campus 2010 — 2011
MSED, Special Education and Math
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Statistics
Harvard University 1975 — 1979
AB, Engineering and Applied Sciences
Harvard University 1975 — 1979
Roger Ludlowe High School 1971 — 1975
Jill Van Amersfoort's Merrill Lynch Experience January 2005 - May 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - March 2012
Merrill Lynch January 2005 - May 2009
KPMG LLP August 1999 - December 2004
Skills
Internal Audit, Risk Management
Education
Haslam College of Business at the University of Tennessee 1994 — 1999
Masters of Accountancy, Accountancy
Morgan Stanley May 2009 - March 2012
Merrill Lynch January 2005 - May 2009
KPMG LLP August 1999 - December 2004
Skills
Internal Audit, Risk Management
Education
Haslam College of Business at the University of Tennessee 1994 — 1999
Masters of Accountancy, Accountancy
Timothy W. Harvey, CFA's Merrill Lynch Experience 2000 - 2000
Job Chief Investment Strategist at Pathway Financial Advisors
Industry Financial Services
Experience
Pathway Financial Advisors June 2013 - Present
Bristol Financial Services October 2010 - May 2013
Lee Munder Capital Group August 2004 - September 2010
Benchmarking Partners 2002 - 2004
Twentysomething Inc. 2000 - 2001
Merrill Lynch 2000 - 2000
Skills
Equities, Equity Research, Portfolio Management, Investments, Fixed Income, Financial Analysis, Investment Management, Alternative Investments, Wealth Management, Asset Allocation, Chartered Financial..., Investment Strategies, Finance
Education
Harvard Extension School 2002 — 2003
Accounting & Financial Statement Analysis
Haverford College 1998 — 2002
BA
University of St. Andrews 2000 — 2000
Semester abroad during junior year
Pathway Financial Advisors June 2013 - Present
Bristol Financial Services October 2010 - May 2013
Lee Munder Capital Group August 2004 - September 2010
Benchmarking Partners 2002 - 2004
Twentysomething Inc. 2000 - 2001
Merrill Lynch 2000 - 2000
Skills
Equities, Equity Research, Portfolio Management, Investments, Fixed Income, Financial Analysis, Investment Management, Alternative Investments, Wealth Management, Asset Allocation, Chartered Financial..., Investment Strategies, Finance
Education
Harvard Extension School 2002 — 2003
Accounting & Financial Statement Analysis
Haverford College 1998 — 2002
BA
University of St. Andrews 2000 — 2000
Semester abroad during junior year
Joshua Freiberger's Merrill Lynch Experience July 2008 - January 2009
Job Vice President, Financial Institutions Group
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch 2008 - Present
Merrill Lynch July 2008 - January 2009
Education
Harvard University 2004 — 2008
BA, Psychology
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch 2008 - Present
Merrill Lynch July 2008 - January 2009
Education
Harvard University 2004 — 2008
BA, Psychology
Brandon Deering's Merrill Lynch Experience May 2004 - September 2005
Job Assistant Vice President / Director of Client Services at CapitalMark Bank & Trust
Industry Banking
Experience
CapitalMark Bank & Trust April 2014 - Present
CapitalMark Bank & Trust March 2012 - Present
The Citizens National Bank of Athens, TN July 2006 - March 2012
Wal-Mart February 2005 - December 2005
Tennessee Valley Federal Credit Union May 2004 - September 2005
Merrill Lynch May 2004 - September 2005
Morgan Stanley January 2005 - April 2005
Skills
Banking, Credit, Credit Analysis, Finance, Management, Portfolio Management, Loans, Financial Analysis, Credit Risk, Marketing, Risk Management, Commercial Banking
Education
Mississippi State University 2009 — 2011
MBA, Business Administration - Finance
Vanderbilt University 2008 — 2008
Commercial Lending, Banking
Haslam College of Business at the University of Tennessee 2002 — 2005
Bachelors of Science, Marketing and International Economics
McMinn County High School
CapitalMark Bank & Trust April 2014 - Present
CapitalMark Bank & Trust March 2012 - Present
The Citizens National Bank of Athens, TN July 2006 - March 2012
Wal-Mart February 2005 - December 2005
Tennessee Valley Federal Credit Union May 2004 - September 2005
Merrill Lynch May 2004 - September 2005
Morgan Stanley January 2005 - April 2005
Skills
Banking, Credit, Credit Analysis, Finance, Management, Portfolio Management, Loans, Financial Analysis, Credit Risk, Marketing, Risk Management, Commercial Banking
Education
Mississippi State University 2009 — 2011
MBA, Business Administration - Finance
Vanderbilt University 2008 — 2008
Commercial Lending, Banking
Haslam College of Business at the University of Tennessee 2002 — 2005
Bachelors of Science, Marketing and International Economics
McMinn County High School
Shoko Asei's Merrill Lynch Experience 2008 - 2014
Job Master's Candidate 2016, The Fletcher School
Industry International Affairs
Experience
Merrill Lynch 2008 - 2014
Pfizer July 2007 - July 2007
GE Healthcare June 2006 - August 2006
Skills
Microsoft Office
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master’s Degree
Harvard University, John F. Kennedy School of Government 2014 — 2015
Fletcher Cross Registrant
University of Michigan 2004 — 2008
Bachelor’s Degree, School of Engineering
Shanghai American School 2001 — 2004
High School, International Baccalaureate
Merrill Lynch 2008 - 2014
Pfizer July 2007 - July 2007
GE Healthcare June 2006 - August 2006
Skills
Microsoft Office
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master’s Degree
Harvard University, John F. Kennedy School of Government 2014 — 2015
Fletcher Cross Registrant
University of Michigan 2004 — 2008
Bachelor’s Degree, School of Engineering
Shanghai American School 2001 — 2004
High School, International Baccalaureate
Brad Blesie's Merrill Lynch Experience April 2006 - March 2010
Job Managing Director Business Development at TrailStone Group
Industry Oil & Energy
Experience
TrailStone Group October 2013 - Present
Noble Group June 2010 - October 2013
Merrill Lynch April 2006 - March 2010
Deutsche Bank 2002 - 2006
Enron 1997 - 2001
Education
Harvard University, John F. Kennedy School of Government
University of California, San Diego
Bachelor of Arts (BA), Economics
TrailStone Group October 2013 - Present
Noble Group June 2010 - October 2013
Merrill Lynch April 2006 - March 2010
Deutsche Bank 2002 - 2006
Enron 1997 - 2001
Education
Harvard University, John F. Kennedy School of Government
University of California, San Diego
Bachelor of Arts (BA), Economics
Keith Brandt's Merrill Lynch Experience March 1983 - November 2012
Job President at California Wealth Transitions
Industry Financial Services
Experience
California Wealth Transitions November 2012 - Present
Merrill Lynch March 1983 - November 2012
Education
Harvard College 1977 — 1981
Bachelor of Arts (B.A.), Anthropology
California Wealth Transitions November 2012 - Present
Merrill Lynch March 1983 - November 2012
Education
Harvard College 1977 — 1981
Bachelor of Arts (B.A.), Anthropology
Boris Ehsani's Merrill Lynch Experience January 2002 - April 2008
Job Global Credit/Distressed/Special Situations PM
Industry Investment Management
Experience
Merrill Lynch January 2002 - April 2008
Merrill Lynch September 1997 - December 2001
Merrill Lynch September 1988 - August 1997
Skills
High Yield, Alternative Investments, Equities, Portfolio Management, Fixed Income, Hedge Funds, Credit Derivatives, Market Risk, Bonds, Capital Markets, Trading, Proprietary Trading, Equity Trading, Credit, Investment Banking, Structured Products, Financial Structuring, Investments
Education
The University of Chicago 1983 — 1985
MBA, Finance
University of California, Los Angeles 1980 — 1983
BA, Mathematics
Harvey Mudd College
Merrill Lynch January 2002 - April 2008
Merrill Lynch September 1997 - December 2001
Merrill Lynch September 1988 - August 1997
Skills
High Yield, Alternative Investments, Equities, Portfolio Management, Fixed Income, Hedge Funds, Credit Derivatives, Market Risk, Bonds, Capital Markets, Trading, Proprietary Trading, Equity Trading, Credit, Investment Banking, Structured Products, Financial Structuring, Investments
Education
The University of Chicago 1983 — 1985
MBA, Finance
University of California, Los Angeles 1980 — 1983
BA, Mathematics
Harvey Mudd College
Tony Fisher's Merrill Lynch Experience August 1982 - February 1997
Job Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management April 2007 - March 2010
UBS Investment Bank February 1997 - April 2007
Merrill Lynch August 1982 - February 1997
Education
Harvard University, John F. Kennedy School of Government 1980 — 1982
MPP, Economics, Finance, Public Policy
Reed College 1974 — 1979
BA, Economics
Lower Merion High School 1972 — 1973
The Episcopal Academy 1961 — 1972
Morgan Stanley Wealth Management March 2010 - Present
UBS Wealth Management April 2007 - March 2010
UBS Investment Bank February 1997 - April 2007
Merrill Lynch August 1982 - February 1997
Education
Harvard University, John F. Kennedy School of Government 1980 — 1982
MPP, Economics, Finance, Public Policy
Reed College 1974 — 1979
BA, Economics
Lower Merion High School 1972 — 1973
The Episcopal Academy 1961 — 1972
Steve Month's Merrill Lynch Experience 1998 - 2000
Job Senior Advisor Corporate Development at CA
Industry Financial Services
Experience
CA Senior Advisor Corporate DevelopmentComputer Associates2009 - Present
Citigroup / Salomon Smith Barney 2000 - 2004
Citigroup 2000 - 2004
Merrill Lynch 1998 - 2000
Education
Harvard University 1977 — 1986
JD/MBA, Law, Business
CA Senior Advisor Corporate DevelopmentComputer Associates2009 - Present
Citigroup / Salomon Smith Barney 2000 - 2004
Citigroup 2000 - 2004
Merrill Lynch 1998 - 2000
Education
Harvard University 1977 — 1986
JD/MBA, Law, Business
Michael Coleman's Merrill Lynch Experience April 2002 - May 2010
Job Managing Director, Prime Brokerage Product Development at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2009 - Present
Merrill Lynch April 2002 - May 2010
Lehman Brothers November 2000 - April 2002
Skills
Hedge Funds, Prime Brokerage, Liquidity, Equities
Education
University of Chicago 1983 — 1985
MBA, Finance & Marketing
Harvard University 1977 — 1981
Bachelor's degree
JP Morgan October 2009 - Present
Merrill Lynch April 2002 - May 2010
Lehman Brothers November 2000 - April 2002
Skills
Hedge Funds, Prime Brokerage, Liquidity, Equities
Education
University of Chicago 1983 — 1985
MBA, Finance & Marketing
Harvard University 1977 — 1981
Bachelor's degree
Judith Pearlstein Grand's Merrill Lynch Experience June 1988 - December 2000
Job Computer Software Professional
Industry Computer Software
Experience
Citigroup November 2009 - Present
Sakonnet Technology April 2001 - August 2009
Merrill Lynch June 1988 - December 2000
JP Morgan September 1984 - June 1988
Skills
Derivatives, Risk Management, Oracle, Fixed Income, Trading Systems, Sybase, Trading, Program Management, Portfolio Management, Java, Perl, FX Options
Education
Harvard University 1980 — 1984
BA, Applied Mathematics/Computer Science
Citigroup November 2009 - Present
Sakonnet Technology April 2001 - August 2009
Merrill Lynch June 1988 - December 2000
JP Morgan September 1984 - June 1988
Skills
Derivatives, Risk Management, Oracle, Fixed Income, Trading Systems, Sybase, Trading, Program Management, Portfolio Management, Java, Perl, FX Options
Education
Harvard University 1980 — 1984
BA, Applied Mathematics/Computer Science
Wyatt Toolson's Merrill Lynch Experience 2012 - 2012
Job Manager, Project Finance at First Solar
Industry Financial Services
Experience
First Solar 2014 - Present
Chevron Energy Solutions 2013 - 2014
Skyview Capital 2012 - 2013
Stanford Graduate School of Business 2011 - 2013
Merrill Lynch 2012 - 2012
The Brattle Group 2007 - 2011
Harvey Mudd College 2006 - 2007
Harvey Mudd College 2006 - 2007
Harvey Mudd College 2004 - 2007
Harvey Mudd College 2005 - 2006
Skills
Financial Modeling, Valuation, Matlab, Financial Analysis, Stata, Data Analysis, Economics, Private Equity, Mergers & Acquisitions, Investment Banking, LBO, Statistics, Venture Capital, Finance, DCF, Due Diligence, Leadership, Renewable Energy, Energy, Strategic Planning, Consulting, Analysis, Corporate Finance, Project Finance, Investments, Corporate Development, Quantitative Analytics, Strategy, Financial Structuring, Management Consulting, Analytics, Competitive Analysis, Business Strategy, Management, Cleantech, Solar Energy, Strategic Consulting, Capital Markets, M&A experience, Business Valuation, Business Development, Equity Valuation, Structured Finance
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Harvey Mudd College 2003 — 2007
Bachelor of Science, Mathematics
First Solar 2014 - Present
Chevron Energy Solutions 2013 - 2014
Skyview Capital 2012 - 2013
Stanford Graduate School of Business 2011 - 2013
Merrill Lynch 2012 - 2012
The Brattle Group 2007 - 2011
Harvey Mudd College 2006 - 2007
Harvey Mudd College 2006 - 2007
Harvey Mudd College 2004 - 2007
Harvey Mudd College 2005 - 2006
Skills
Financial Modeling, Valuation, Matlab, Financial Analysis, Stata, Data Analysis, Economics, Private Equity, Mergers & Acquisitions, Investment Banking, LBO, Statistics, Venture Capital, Finance, DCF, Due Diligence, Leadership, Renewable Energy, Energy, Strategic Planning, Consulting, Analysis, Corporate Finance, Project Finance, Investments, Corporate Development, Quantitative Analytics, Strategy, Financial Structuring, Management Consulting, Analytics, Competitive Analysis, Business Strategy, Management, Cleantech, Solar Energy, Strategic Consulting, Capital Markets, M&A experience, Business Valuation, Business Development, Equity Valuation, Structured Finance
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Harvey Mudd College 2003 — 2007
Bachelor of Science, Mathematics
Shelly Xile Huang's Merrill Lynch Experience February 2015 - May 2015
Job Investment analyst at Fuller Investment Management Company
Industry Financial Services
Experience
Fuller Investment Management Company June 2015 - Present
Merrill Lynch February 2015 - May 2015
HSBC June 2014 - August 2014
USC Marshall School of Business August 2012 - December 2013
EY May 2013 - June 2013
MACnificent January 2013 - May 2013
Annenberg TV News August 2012 - April 2013
Bosera Asset Management Co. July 2012 - August 2012
Catalina Film Festival January 2012 - May 2012
Citi August 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Financial Modeling, Research, Statistics, Auditing, Data Analysis, Time Management, Microsoft Office, Microsoft Word, Operations Management, Teamwork, Economics, Event Planning, Persuasive Presentations, Relationship Management, Bloomberg, Valuation, Consolidation, Entrepreneurship
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor's Degree, Finance Concentration; Theater Minor
HEC Paris 2014 — 2014
Exchange, Finance, Banking and Management
Harvard University 2013 — 2013
Summer Program, Strategic Management, Corporate Finance, GPA 3.7
Shenzhen College for International Education 2007 — 2011
ALevel, Business, Economics, Mathematics, Physics, Information Technology
Fuller Investment Management Company June 2015 - Present
Merrill Lynch February 2015 - May 2015
HSBC June 2014 - August 2014
USC Marshall School of Business August 2012 - December 2013
EY May 2013 - June 2013
MACnificent January 2013 - May 2013
Annenberg TV News August 2012 - April 2013
Bosera Asset Management Co. July 2012 - August 2012
Catalina Film Festival January 2012 - May 2012
Citi August 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Financial Modeling, Research, Statistics, Auditing, Data Analysis, Time Management, Microsoft Office, Microsoft Word, Operations Management, Teamwork, Economics, Event Planning, Persuasive Presentations, Relationship Management, Bloomberg, Valuation, Consolidation, Entrepreneurship
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor's Degree, Finance Concentration; Theater Minor
HEC Paris 2014 — 2014
Exchange, Finance, Banking and Management
Harvard University 2013 — 2013
Summer Program, Strategic Management, Corporate Finance, GPA 3.7
Shenzhen College for International Education 2007 — 2011
ALevel, Business, Economics, Mathematics, Physics, Information Technology
Naomi Funabashi's Merrill Lynch Experience July 2011 - July 2011
Job Heyday Films
Industry Entertainment
Experience
Heyday Films March 2015 - Present
Creative Artists Agency January 2014 - March 2015
Creative Artists Agency June 2012 - August 2012
Electus LLC January 2012 - January 2012
The Harvard Crimson February 2010 - December 2011
Chinatown ESL 2009 - October 2011
Merrill Lynch July 2011 - July 2011
Harvard Undergraduate Women in Business January 2010 - December 2010
The Walt Disney Studios June 2010 - August 2010
Circle of Confusion January 2010 - January 2010
Skills
Research, Marketing, Public Speaking, Data Analysis, Community Outreach, Analysis
Education
University of Oxford 2012 — 2013
Master of Arts (MA), English and American Studies
Harvard University 2008 — 2012
BA w/ Honors, English
Phillips Exeter Academy 2004 — 2008
Heyday Films March 2015 - Present
Creative Artists Agency January 2014 - March 2015
Creative Artists Agency June 2012 - August 2012
Electus LLC January 2012 - January 2012
The Harvard Crimson February 2010 - December 2011
Chinatown ESL 2009 - October 2011
Merrill Lynch July 2011 - July 2011
Harvard Undergraduate Women in Business January 2010 - December 2010
The Walt Disney Studios June 2010 - August 2010
Circle of Confusion January 2010 - January 2010
Skills
Research, Marketing, Public Speaking, Data Analysis, Community Outreach, Analysis
Education
University of Oxford 2012 — 2013
Master of Arts (MA), English and American Studies
Harvard University 2008 — 2012
BA w/ Honors, English
Phillips Exeter Academy 2004 — 2008
nikunj sureka's Merrill Lynch Experience June 2008 - December 2008
Job Sr Product Manager at Publishers Clearing House(Liquid Wireless)
Industry Information Technology and Services
Experience
Publishers Clearing House(Liquid Wireless) April 2015 - Present
Fiksu October 2010 - April 2015
Allen Medical July 2010 - October 2010
Northeastern University April 2010 - October 2010
MedXview Inc. March 2010 - April 2010
Northeastern University January 2009 - April 2009
Merrill Lynch June 2008 - December 2008
CNBC TV18 September 2004 - December 2007
Skills
Product Management, Product Development, Requirements Gathering, Agile Methodologies, Databases, MySQL, Data Analysis, Java, SQL, Spring, PHP, Hibernate, SDLC, Project Management, Mobile Applications, Web Applications, E-commerce, Troubleshooting, JavaScript, Requirements Analysis, Spring Framework, Business Intelligence, Business Analysis, Management
Education
Northeastern University 2007 — 2009
MS, Information Systems
Mumbai University 2000 — 2004
BE(Bachelor of Engineering), Instrumentation
Harvard University
Publishers Clearing House(Liquid Wireless) April 2015 - Present
Fiksu October 2010 - April 2015
Allen Medical July 2010 - October 2010
Northeastern University April 2010 - October 2010
MedXview Inc. March 2010 - April 2010
Northeastern University January 2009 - April 2009
Merrill Lynch June 2008 - December 2008
CNBC TV18 September 2004 - December 2007
Skills
Product Management, Product Development, Requirements Gathering, Agile Methodologies, Databases, MySQL, Data Analysis, Java, SQL, Spring, PHP, Hibernate, SDLC, Project Management, Mobile Applications, Web Applications, E-commerce, Troubleshooting, JavaScript, Requirements Analysis, Spring Framework, Business Intelligence, Business Analysis, Management
Education
Northeastern University 2007 — 2009
MS, Information Systems
Mumbai University 2000 — 2004
BE(Bachelor of Engineering), Instrumentation
Harvard University
Justin Ho's Merrill Lynch Experience June 2008 - August 2008
Job Associate Principal at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates April 2015 - Present
Charles River Associates January 2012 - March 2015
Dean and Company April 2010 - January 2012
Merrill Lynch June 2008 - August 2008
Education
Harvard University 2004 — 2010
Ph.D., Economics
Harvard University 2000 — 2004
BA, Economics
Roxbury Latin
Charles River Associates April 2015 - Present
Charles River Associates January 2012 - March 2015
Dean and Company April 2010 - January 2012
Merrill Lynch June 2008 - August 2008
Education
Harvard University 2004 — 2010
Ph.D., Economics
Harvard University 2000 — 2004
BA, Economics
Roxbury Latin
Maria Gonzalez, CFA's Merrill Lynch Experience June 1997 - June 1999
Job AVP Retirement Plans Administration at The Standard
Industry Financial Services
Experience
The Standard July 2014 - Present
The Standard September 2010 - July 2014
The Standard June 2007 - September 2010
The Standard 2005 - 2007
The Standard 2003 - 2005
Banc of America Securities 2002 - 2003
Goldman Sachs July 1999 - December 2001
Merrill Lynch June 1997 - June 1999
Skills
Finance, Strategy, Strategic Financial..., Strategic Planning, Financial Services, Risk Management, Analytics, Budgets, Financial Reporting, Investments, Program Management, Leadership, Retirement Planning, Project Management
Education
Harvard University 1993 — 1997
BA, Economics
The Standard July 2014 - Present
The Standard September 2010 - July 2014
The Standard June 2007 - September 2010
The Standard 2005 - 2007
The Standard 2003 - 2005
Banc of America Securities 2002 - 2003
Goldman Sachs July 1999 - December 2001
Merrill Lynch June 1997 - June 1999
Skills
Finance, Strategy, Strategic Financial..., Strategic Planning, Financial Services, Risk Management, Analytics, Budgets, Financial Reporting, Investments, Program Management, Leadership, Retirement Planning, Project Management
Education
Harvard University 1993 — 1997
BA, Economics
Russell Graham's Merrill Lynch Experience 1982 - 1984
Job President at RDG Management Inc.
Industry Financial Services
Experience
RDG Management Inc. January 1990 - Present
Koro Aviation 1990 - 2001
Kama Corporation 1987 - 1990
The First Boston Corporation 1984 - 1987
Merrill Lynch 1982 - 1984
Education
The University of Chicago Booth School of Business 1978 — 1982
Master of Business Administration (MBA)
University of Chicago Law School 1978 — 1982
Doctor of Law (JD)
Harvard University 1972 — 1978
Bachelor of Arts (B.A.), Economics
RDG Management Inc. January 1990 - Present
Koro Aviation 1990 - 2001
Kama Corporation 1987 - 1990
The First Boston Corporation 1984 - 1987
Merrill Lynch 1982 - 1984
Education
The University of Chicago Booth School of Business 1978 — 1982
Master of Business Administration (MBA)
University of Chicago Law School 1978 — 1982
Doctor of Law (JD)
Harvard University 1972 — 1978
Bachelor of Arts (B.A.), Economics
Rennie Scinto's Merrill Lynch Experience May 2010 - October 2010
Job Consultant at Rainin Group
Industry Financial Services
Experience
Rainin Group February 2012 - Present
Macquarie Group December 2010 - January 2012
Merrill Lynch May 2010 - October 2010
Pequot Capital 2006 - 2009
Endeavor Capital Advisors January 2005 - May 2006
Scinto Capital, LLC 2001 - 2004
Lehman Brothers 1997 - 1998
Federal Reserve Bank of New York 1994 - 1997
Skills
Hedge Funds, Equity Research, Equities, Asset Management, Investments
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Harvard College 1988 — 1992
AB, Government
Blind Brook High School 1984 — 1988
HS Diploma
Rainin Group February 2012 - Present
Macquarie Group December 2010 - January 2012
Merrill Lynch May 2010 - October 2010
Pequot Capital 2006 - 2009
Endeavor Capital Advisors January 2005 - May 2006
Scinto Capital, LLC 2001 - 2004
Lehman Brothers 1997 - 1998
Federal Reserve Bank of New York 1994 - 1997
Skills
Hedge Funds, Equity Research, Equities, Asset Management, Investments
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Harvard College 1988 — 1992
AB, Government
Blind Brook High School 1984 — 1988
HS Diploma
Patrick Toussaint's Merrill Lynch Experience July 2006 - May 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2008 - Present
Merrill Lynch July 2006 - May 2008
Skills
Global Mobility, Personnel Management, Financial Modeling, Financial Analysis, Financial Accounting, Managerial Finance, Strategy, Financial Reporting, Valuation, Finance, Management, Forecasting
Education
Harvard University 2002 — 2006
AB, Government
Goldman Sachs June 2008 - Present
Merrill Lynch July 2006 - May 2008
Skills
Global Mobility, Personnel Management, Financial Modeling, Financial Analysis, Financial Accounting, Managerial Finance, Strategy, Financial Reporting, Valuation, Finance, Management, Forecasting
Education
Harvard University 2002 — 2006
AB, Government
Michael Puopolo's Merrill Lynch Experience June 2008 - August 2008
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group July 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Major League Baseball June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Equities, LBO, Financial Modeling, High Yield, Private Placements
Education
Harvard College 2007 — 2011
AB, Economics, Government
Regis High School 2003 — 2007
The Carlyle Group July 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Major League Baseball June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Equities, LBO, Financial Modeling, High Yield, Private Placements
Education
Harvard College 2007 — 2011
AB, Economics, Government
Regis High School 2003 — 2007
Lauren Bobzin's Merrill Lynch Experience August 2010 - November 2011
Job 2nd LT, USMC
Industry Military
Experience
United States Marine Corps November 2013 - Present
Merrill Lynch August 2010 - November 2011
Merrill Lynch July 2008 - August 2010
Skills
Due Diligence, Microsoft Excel, Financial Modeling, Bloomberg, Investments, Equities, Series 7, Capital Markets, Financial Analysis, Valuation
Education
Harvard University 2005 — 2008
Bachelor of Arts (B.A.), Economics
United States Marine Corps November 2013 - Present
Merrill Lynch August 2010 - November 2011
Merrill Lynch July 2008 - August 2010
Skills
Due Diligence, Microsoft Excel, Financial Modeling, Bloomberg, Investments, Equities, Series 7, Capital Markets, Financial Analysis, Valuation
Education
Harvard University 2005 — 2008
Bachelor of Arts (B.A.), Economics
Perry Cohagan's Merrill Lynch Experience December 2003 - October 2005
Job
Industry Financial Services
Experience
Citi October 2005 - August 2013
Merrill Lynch December 2003 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Management, Financial Services, Program Management, Strategy, Risk Management, Banking, Team Management, Credit Cards, Product Development, Portfolio Management
Education
Harvard University 1991 — 1995
Bachelor's degree, Cultural Anthropology
Padua Franciscan High School 1984 — 1989
Citi October 2005 - August 2013
Merrill Lynch December 2003 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Management, Financial Services, Program Management, Strategy, Risk Management, Banking, Team Management, Credit Cards, Product Development, Portfolio Management
Education
Harvard University 1991 — 1995
Bachelor's degree, Cultural Anthropology
Padua Franciscan High School 1984 — 1989
Tomás Lopes Teixeira's Merrill Lynch Experience 2007 - 2011
Job Director at Secretariat for Strategic Affairs (SAE)
Industry Research
Experience
PRESIDENCY OF REPUBLIC OF BRAZIL - Secretariat for Strategic Affairs (SAE) May 2015 - Present
McKinsey & Company August 2014 - Present
Harvard University September 2012 - Present
McKinsey & Company June 2013 - August 2013
FIESP 2012 - 2012
United Nations 2011 - 2011
Merrill Lynch 2007 - 2011
Skills
Economics, International..., Stata, Macroeconomics, Econometrics, International Economics, Social Entrepreneurship, Financial Modeling, Microeconomics, Latin America, Economic Development
Education
Harvard University 2012 — 2014
Master in Political and Economic Development (MPP), Harvard Kennedy School of Government, - Advanced Economics, Economic Development and Political Economy
Harvard University 2011 — 2011
Extension, Mathematics and Development Economics
University of Sao Paulo 2005 — 2009
Bachelor of Science (BS), Economics
PRESIDENCY OF REPUBLIC OF BRAZIL - Secretariat for Strategic Affairs (SAE) May 2015 - Present
McKinsey & Company August 2014 - Present
Harvard University September 2012 - Present
McKinsey & Company June 2013 - August 2013
FIESP 2012 - 2012
United Nations 2011 - 2011
Merrill Lynch 2007 - 2011
Skills
Economics, International..., Stata, Macroeconomics, Econometrics, International Economics, Social Entrepreneurship, Financial Modeling, Microeconomics, Latin America, Economic Development
Education
Harvard University 2012 — 2014
Master in Political and Economic Development (MPP), Harvard Kennedy School of Government, - Advanced Economics, Economic Development and Political Economy
Harvard University 2011 — 2011
Extension, Mathematics and Development Economics
University of Sao Paulo 2005 — 2009
Bachelor of Science (BS), Economics
Manuel Fernandez Galas's Merrill Lynch Experience April 2009 - September 2012
Job Human, Modern Day Quixote
Industry Venture Capital & Private Equity
Experience
CrediautoUSA Financial January 2015 - Present
CrediautoUSA Financial April 2014 - December 2014
SisterWorks May 2013 - March 2014
Acumen Fund October 2012 - March 2014
Merrill Lynch April 2009 - September 2012
J.P. Morgan June 2007 - December 2008
Skills
Corporate Finance, Investment Banking, Private Equity, Valuation, Financial Modeling, Business Development, LBO, International M&A, Cross-border M&A, M&A Modeling, Capital Markets Advisory, Due Diligence, Microsoft Excel, Bloomberg, Impact Investing, Social Enterprise, Social Entrepreneurship, Social Finance, Venture Philanthropy, Corporate Development
Education
ITESM 2003 — 2007
Bachelor of Science (B.S.), Industrial & Systems Engineering
Harvard University 2005 — 2005
Summer School
Corona del Mar High School 1999 — 2000
High School
Indian Mountain School 1996 — 1997
CrediautoUSA Financial January 2015 - Present
CrediautoUSA Financial April 2014 - December 2014
SisterWorks May 2013 - March 2014
Acumen Fund October 2012 - March 2014
Merrill Lynch April 2009 - September 2012
J.P. Morgan June 2007 - December 2008
Skills
Corporate Finance, Investment Banking, Private Equity, Valuation, Financial Modeling, Business Development, LBO, International M&A, Cross-border M&A, M&A Modeling, Capital Markets Advisory, Due Diligence, Microsoft Excel, Bloomberg, Impact Investing, Social Enterprise, Social Entrepreneurship, Social Finance, Venture Philanthropy, Corporate Development
Education
ITESM 2003 — 2007
Bachelor of Science (B.S.), Industrial & Systems Engineering
Harvard University 2005 — 2005
Summer School
Corona del Mar High School 1999 — 2000
High School
Indian Mountain School 1996 — 1997
Sreenidhi Kolli's Merrill Lynch Experience May 2012 - July 2012
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
University of Michigan Ross School of Business March 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Skills
Acrylic Painting, Mutual Funds, Securities, Multilingual, Data Analysis, Statistics, Entrepreneurship, Microsoft Office, Economics, Leadership, Financial Analysis, Financial Modeling, Business Strategy, Market Research, Finance, PowerPoint, Microsoft Excel, Research, Financial Markets, Analytics, Business Analysis, Spanish
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Management, and Strategy
London School of Economics and Political Science 2012 — 2012
Summer School Student, Management 205: Competitive Strategy and Game Theory
Marlboro High School 2007 — 2011
Magnet Business Learning Center Program
Wharton School of Business 2010 — 2010
Leadership of the Business World Summer Program, Summer Program
Harvard University 2009 — 2009
Summer School Student, Summer Program
J.P. Morgan August 2014 - Present
University of Michigan Ross School of Business March 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Skills
Acrylic Painting, Mutual Funds, Securities, Multilingual, Data Analysis, Statistics, Entrepreneurship, Microsoft Office, Economics, Leadership, Financial Analysis, Financial Modeling, Business Strategy, Market Research, Finance, PowerPoint, Microsoft Excel, Research, Financial Markets, Analytics, Business Analysis, Spanish
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Management, and Strategy
London School of Economics and Political Science 2012 — 2012
Summer School Student, Management 205: Competitive Strategy and Game Theory
Marlboro High School 2007 — 2011
Magnet Business Learning Center Program
Wharton School of Business 2010 — 2010
Leadership of the Business World Summer Program, Summer Program
Harvard University 2009 — 2009
Summer School Student, Summer Program
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
Rodrigo Novo de Oliveira's Merrill Lynch Experience May 1998 - October 2012
Job Morgan Stanley Wealth Managemet
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
RBC Capital Markets October 2012 - January 2015
Merrill Lynch May 1998 - October 2012
POLTI SPA 1996 - 1998
Bank of Boston 1995 - 1996
Banco Sudameris do Brasil 1993 - 1995
Skills
Series 7, Series 66, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Equities, Alternative Investments, Securities, Portfolio Management, Investments, Private Banking, Uniform Combined State..., ETFs, Trust Services, Series 63, High Net Worth..., Wealth Management..., Separately Managed..., Hedge Funds, Bonds, FINRA, Structured Products, Capital Markets, Investment Management, Asset Management, Financial Advisory, Financial Markets, Options, Derivatives
Education
Harvard University 2009 — 2009
Executive Program, Financial Advisor Executive Program
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Program, Leadership for Financial Advisors
Ibmec 1993 — 1995
MBA, Finance
Universidade Paulista 1988 — 1992
Bachelor, Business Administration
Morgan Stanley February 2015 - Present
RBC Capital Markets October 2012 - January 2015
Merrill Lynch May 1998 - October 2012
POLTI SPA 1996 - 1998
Bank of Boston 1995 - 1996
Banco Sudameris do Brasil 1993 - 1995
Skills
Series 7, Series 66, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Equities, Alternative Investments, Securities, Portfolio Management, Investments, Private Banking, Uniform Combined State..., ETFs, Trust Services, Series 63, High Net Worth..., Wealth Management..., Separately Managed..., Hedge Funds, Bonds, FINRA, Structured Products, Capital Markets, Investment Management, Asset Management, Financial Advisory, Financial Markets, Options, Derivatives
Education
Harvard University 2009 — 2009
Executive Program, Financial Advisor Executive Program
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Program, Leadership for Financial Advisors
Ibmec 1993 — 1995
MBA, Finance
Universidade Paulista 1988 — 1992
Bachelor, Business Administration
Mike Pura's Merrill Lynch Experience May 1996 - January 2002
Job
Industry
Experience
Southwest Securities January 2014 - August 2014
Knight Libertas Securities April 2008 - November 2011
Bank of America March 2002 - January 2008
Merrill Lynch May 1996 - January 2002
Credit Suisse First Boston December 1985 - May 1996
Lehman Brothers June 1981 - November 1985
Bank of America August 1979 - June 1981
Education
Harvard University 1975 — 1979
Bachelor's Degree, Political Science and Government
Southwest Securities January 2014 - August 2014
Knight Libertas Securities April 2008 - November 2011
Bank of America March 2002 - January 2008
Merrill Lynch May 1996 - January 2002
Credit Suisse First Boston December 1985 - May 1996
Lehman Brothers June 1981 - November 1985
Bank of America August 1979 - June 1981
Education
Harvard University 1975 — 1979
Bachelor's Degree, Political Science and Government
Kaego Ogbechie's Merrill Lynch Experience June 2004 - August 2004
Job Business Development at 1300 on Fillmore: Restaurant & Lounge
Industry Financial Services
Experience
1300 on Fillmore: Restaurant & Lounge February 2015 - Present
Storefront 2014 - December 2014
Goldman Sachs May 2012 - May 2014
Goldman Sachs August 2010 - May 2012
Goldman Sachs August 2007 - August 2010
Goldman Sachs July 2005 - August 2007
Merrill Lynch June 2004 - August 2004
Skills
Securities, Hedge Funds, Prime Brokerage, Equities, Fixed Income, Derivatives, Business Development, Strategic Partnerships, Entrepreneurship, Start-ups, Business Strategy
Education
NYU School of Professional Studies 2011 — 2011
Restaurant/Food Services Management
Harvard University
BA, Economics
1300 on Fillmore: Restaurant & Lounge February 2015 - Present
Storefront 2014 - December 2014
Goldman Sachs May 2012 - May 2014
Goldman Sachs August 2010 - May 2012
Goldman Sachs August 2007 - August 2010
Goldman Sachs July 2005 - August 2007
Merrill Lynch June 2004 - August 2004
Skills
Securities, Hedge Funds, Prime Brokerage, Equities, Fixed Income, Derivatives, Business Development, Strategic Partnerships, Entrepreneurship, Start-ups, Business Strategy
Education
NYU School of Professional Studies 2011 — 2011
Restaurant/Food Services Management
Harvard University
BA, Economics
Bradley Roelofs's Merrill Lynch Experience June 2011 - July 2011
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2015 - Present
CBIZ MHM, LLC March 2013 - Present
Memphis Research Group August 2012 - March 2013
ServiceMaster May 2012 - August 2012
Merrill Lynch June 2011 - July 2011
Shoemaker Financial June 2010 - July 2010
Skills
Financial Analysis
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
Accounting and Finance
CBIZ MHM, LLC July 2015 - Present
CBIZ MHM, LLC March 2013 - Present
Memphis Research Group August 2012 - March 2013
ServiceMaster May 2012 - August 2012
Merrill Lynch June 2011 - July 2011
Shoemaker Financial June 2010 - July 2010
Skills
Financial Analysis
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
Accounting and Finance
Jonathan Yoo's Merrill Lynch Experience June 2011 - August 2011
Job Graduate Research Assistant at Center for Education Policy Research at Harvard University
Industry Education Management
Experience
Center for Education Policy Research at Harvard University August 2015 - Present
San Antonio ISD August 2012 - Present
Teach For America May 2012 - June 2014
Rutgers New Brunswick Computing Services September 2010 - May 2012
Internal Revenue Service January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
Education
Harvard University 2015 — 2016
Master’s Degree, Education Policy and Management
Rutgers Business School 2008 — 2012
Bachelor’s Degree, Finance
Center for Education Policy Research at Harvard University August 2015 - Present
San Antonio ISD August 2012 - Present
Teach For America May 2012 - June 2014
Rutgers New Brunswick Computing Services September 2010 - May 2012
Internal Revenue Service January 2012 - April 2012
Merrill Lynch June 2011 - August 2011
Education
Harvard University 2015 — 2016
Master’s Degree, Education Policy and Management
Rutgers Business School 2008 — 2012
Bachelor’s Degree, Finance
Patrick Aber's Merrill Lynch Experience June 2001 - August 2001
Job Associate Portfolio Manager at Vermillion Asset Management / The Carlyle Group
Industry Investment Management
Experience
The Carlyle Group October 2012 - May 2014
Vermillion Asset Management April 2007 - May 2014
Tower Research Capital June 2003 - March 2007
Beecher Investors July 2002 - June 2003
Merrill Lynch June 2001 - August 2001
FireSpout, Inc. June 2000 - March 2001
Harvard Business School June 1999 - October 2000
Skills
Portfolio Management, Quantitative Finance, Hedge Funds, Financial Modeling, Quantitative Research, Commodity, Commodity Markets, Futures, Futures Trading, Options, Derivatives, Risk Management, Python, VBA, Perl, Microsoft Excel, Microsoft Word, PowerPoint, Series 3 (National...
Education
Harvard University 1998 — 2002
AB, Applied Math/Economics
Phillips Exeter Academy 1994 — 1998
High school
The Carlyle Group October 2012 - May 2014
Vermillion Asset Management April 2007 - May 2014
Tower Research Capital June 2003 - March 2007
Beecher Investors July 2002 - June 2003
Merrill Lynch June 2001 - August 2001
FireSpout, Inc. June 2000 - March 2001
Harvard Business School June 1999 - October 2000
Skills
Portfolio Management, Quantitative Finance, Hedge Funds, Financial Modeling, Quantitative Research, Commodity, Commodity Markets, Futures, Futures Trading, Options, Derivatives, Risk Management, Python, VBA, Perl, Microsoft Excel, Microsoft Word, PowerPoint, Series 3 (National...
Education
Harvard University 1998 — 2002
AB, Applied Math/Economics
Phillips Exeter Academy 1994 — 1998
High school
Robert Leary's Merrill Lynch Experience June 1976 - November 1979
Job President/CEO of Covalent Real Estate Advisors LLC
Industry Real Estate
Experience
Covalent Real Estate Advisors LLC Coldwell Banker Commercial NRTColdwell Banker CommercialJanuary 2001 - October 2013
CoreStates Bank June 1995 - February 2000
ComVest Associates, Inc. September 1985 - September 1994
Vita Capital February 1982 - September 1986
Lehman Brothers November 1979 - June 1982
Merrill Lynch June 1976 - November 1979
Education
Harvard University
The University of Connecticut
Bachelor of Science (BS), English/Business
Covalent Real Estate Advisors LLC Coldwell Banker Commercial NRTColdwell Banker CommercialJanuary 2001 - October 2013
CoreStates Bank June 1995 - February 2000
ComVest Associates, Inc. September 1985 - September 1994
Vita Capital February 1982 - September 1986
Lehman Brothers November 1979 - June 1982
Merrill Lynch June 1976 - November 1979
Education
Harvard University
The University of Connecticut
Bachelor of Science (BS), English/Business
Nadia Fishgal's Merrill Lynch Experience July 2007 - December 2007
Job
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital June 2010 - June 2012
NEPC July 2008 - July 2009
Merrill Lynch July 2007 - December 2007
Skills
Microsoft Excel
Education
Harvard University 2009 — 2010
Post Baccalaureate Health Program
Northeastern University 2005 — 2009
Bachelor of Science, Business Administration
Brigham and Women's Hospital June 2010 - June 2012
NEPC July 2008 - July 2009
Merrill Lynch July 2007 - December 2007
Skills
Microsoft Excel
Education
Harvard University 2009 — 2010
Post Baccalaureate Health Program
Northeastern University 2005 — 2009
Bachelor of Science, Business Administration
Troy Soma's Merrill Lynch Experience December 2011 - Present
Job Manager Software Packager at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch December 2011 - Present
IBM August 2010 - October 2011
Ontario Hydro April 2006 - March 2010
TD April 2004 - April 2006
Bright Horizons January 2002 - March 2004
Eastman Kodak February 1999 - December 2001
Education
Harvard University 1985 — 1990
Doctor of Philosophy (PhD), Computer Software Engineering, A
Sasolburg High School (Sasolburg) South Africa 1975 — 1982
A
Merrill Lynch December 2011 - Present
IBM August 2010 - October 2011
Ontario Hydro April 2006 - March 2010
TD April 2004 - April 2006
Bright Horizons January 2002 - March 2004
Eastman Kodak February 1999 - December 2001
Education
Harvard University 1985 — 1990
Doctor of Philosophy (PhD), Computer Software Engineering, A
Sasolburg High School (Sasolburg) South Africa 1975 — 1982
A
Kristin Knox's Merrill Lynch Experience June 1998 - June 1999
Job President, Board of Trustees at John Winthrop School for Young Children
Industry Education Management
Experience
John Winthrop School for Young Children July 2013 - Present
John Winthrop School for Young Children September 2011 - June 2013
Harvard University October 2009 - March 2010
The College Board April 2009 - August 2009
Harvard University January 2007 - June 2007
Harvard University June 2005 - December 2006
Harvard Business School January 2003 - June 2004
HSBC July 1999 - August 2000
Merrill Lynch June 1998 - June 1999
Skills
Leadership
Education
Harvard University 2000 — 2005
Doctor of Philosophy (Ph.D.), Business Economics
Harvard University 1994 — 1998
Bachelor's degree, Economics
John Winthrop School for Young Children July 2013 - Present
John Winthrop School for Young Children September 2011 - June 2013
Harvard University October 2009 - March 2010
The College Board April 2009 - August 2009
Harvard University January 2007 - June 2007
Harvard University June 2005 - December 2006
Harvard Business School January 2003 - June 2004
HSBC July 1999 - August 2000
Merrill Lynch June 1998 - June 1999
Skills
Leadership
Education
Harvard University 2000 — 2005
Doctor of Philosophy (Ph.D.), Business Economics
Harvard University 1994 — 1998
Bachelor's degree, Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank