Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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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
Alexander Arias Alexander Arias's Merrill Lynch Experience January 2015 - April 2015
Job Cloud ERP Consultant
Industry Financial Services
Experience
Oracle August 2015 - Present
Merrill Lynch January 2015 - April 2015
Hand & Associates, Inc. July 2014 - November 2014
Uber September 2013 - May 2014
UBS January 2013 - July 2013
University of Southern California August 2012 - December 2012
Fortune One - Real Estate June 2010 - September 2010
Skills
Information Technology, Enterprise Software, Cloud Applications, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Finance
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
HKUST Business School 2014 — 2014
Bachelor of Science (B.S.), Exchange Program, Business Finance
Oracle August 2015 - Present
Merrill Lynch January 2015 - April 2015
Hand & Associates, Inc. July 2014 - November 2014
Uber September 2013 - May 2014
UBS January 2013 - July 2013
University of Southern California August 2012 - December 2012
Fortune One - Real Estate June 2010 - September 2010
Skills
Information Technology, Enterprise Software, Cloud Applications, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Finance
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
HKUST Business School 2014 — 2014
Bachelor of Science (B.S.), Exchange Program, Business Finance
Gerald Jones Gerald Jones's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Johnson Bank September 2007 - December 2010
US Bank January 1993 - September 2007
First Interstate Bank 1986 - 1989
Skills
Cash Management, Small Business Lending, Wealth Management, Loans, Commercial Lending, Commercial Banking, Series 7, Series 66, Portfolio Management, Financial Services, Small Business, Credit Analysis, Consumer Lending, Finance, Banking, Credit, Uniform Combined State...
Education
Heidelberg University 1982 — 1986
BS, Economics
Merrill Lynch June 2011 - Present
Johnson Bank September 2007 - December 2010
US Bank January 1993 - September 2007
First Interstate Bank 1986 - 1989
Skills
Cash Management, Small Business Lending, Wealth Management, Loans, Commercial Lending, Commercial Banking, Series 7, Series 66, Portfolio Management, Financial Services, Small Business, Credit Analysis, Consumer Lending, Finance, Banking, Credit, Uniform Combined State...
Education
Heidelberg University 1982 — 1986
BS, Economics
Joan Belaski Joan Belaski's Merrill Lynch Experience October 2009 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
Panera Bread February 2014 - Present
Merrill Lynch October 2009 - January 2012
State Street Bank April 2008 - May 2009
Merrill Lynch August 2006 - January 2007
Princeton Information April 2004 - July 2006
Merrill Lynch July 1989 - November 2000
Merrill Lynch September 1987 - July 1989
Education
Lawrence Technological University
Bachelor of Business Administration, Computer Information Systems
Henry Ford Community College
Associate, Science; Computer Information Systems
Panera Bread February 2014 - Present
Merrill Lynch October 2009 - January 2012
State Street Bank April 2008 - May 2009
Merrill Lynch August 2006 - January 2007
Princeton Information April 2004 - July 2006
Merrill Lynch July 1989 - November 2000
Merrill Lynch September 1987 - July 1989
Education
Lawrence Technological University
Bachelor of Business Administration, Computer Information Systems
Henry Ford Community College
Associate, Science; Computer Information Systems
Austen Anderson Austen Anderson's Merrill Lynch Experience December 2010 - January 2011
Job SKYO / Best Way Tools, Sales
Industry Machinery
Experience
Best Way Tools August 2013 - Present
Merrill Lynch December 2010 - January 2011
Skills
Team Leadership, Athletic Training, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, Customer Service, Financial Modeling, Research, Data Analysis, Time Management, Public Speaking, Analysis, Leadership, Statistics, Corporate Finance, Investments, Accounting, Market Research, Social Media, Sales
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelors of, Economics
Beijing Language Institute 2011 — 2011
Mandarin
Best Way Tools August 2013 - Present
Merrill Lynch December 2010 - January 2011
Skills
Team Leadership, Athletic Training, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, Customer Service, Financial Modeling, Research, Data Analysis, Time Management, Public Speaking, Analysis, Leadership, Statistics, Corporate Finance, Investments, Accounting, Market Research, Social Media, Sales
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelors of, Economics
Beijing Language Institute 2011 — 2011
Mandarin
Stephen Nanfara Stephen Nanfara's Merrill Lynch Experience October 2005 - November 2013
Job Private Investment Manager
Industry Financial Services
Experience
Private December 2013 - Present
Merrill Lynch October 2005 - November 2013
Skills
Investments, Fixed Income, Asset Allocation, Investment Strategies, Wealth Management, Equities, Alternative Investments, Portfolio Management, Bonds, Capital Markets, Hedge Funds, Derivatives, Options, Finance
Education
Hobart and William Smith Colleges 1996 — 2000
Economics
Princeton Day School
Princeton Day School
Private December 2013 - Present
Merrill Lynch October 2005 - November 2013
Skills
Investments, Fixed Income, Asset Allocation, Investment Strategies, Wealth Management, Equities, Alternative Investments, Portfolio Management, Bonds, Capital Markets, Hedge Funds, Derivatives, Options, Finance
Education
Hobart and William Smith Colleges 1996 — 2000
Economics
Princeton Day School
Princeton Day School
Daniel Saylor Daniel Saylor's Merrill Lynch Experience October 1981 - November 1998
Job Principal at Lord Financial Consulting
Industry Financial Services
Experience
Lord Financial Consulting February 2010 - Present
New York Life Insurance Company January 2011 - May 2012
Morgan Stanley Smith Barney November 1998 - February 2010
Merrill Lynch October 1981 - November 1998
Skills
Discovery, Financial Analysis, Process Implementation
Education
Hillsdale College 1973 — 1977
BLS, Economics and Business Administration
Lord Financial Consulting February 2010 - Present
New York Life Insurance Company January 2011 - May 2012
Morgan Stanley Smith Barney November 1998 - February 2010
Merrill Lynch October 1981 - November 1998
Skills
Discovery, Financial Analysis, Process Implementation
Education
Hillsdale College 1973 — 1977
BLS, Economics and Business Administration
Chris Collier Chris Collier's Merrill Lynch Experience July 1990 - October 2004
Job Founding Partner, Top Level Tournaments, LLC
Industry Sports
Experience
Jacksonville Lighthouse CPA Charter School July 2014 - Present
Top Level Tournaments, LLC November 2012 - Present
Bean Hamilton Corporate Benefits August 2011 - August 2012
Sterne Agee February 2009 - August 2011
Stanford Group Company November 2006 - February 2009
StillPoint Advisors, Inc. October 2004 - November 2006
Merrill Lynch July 1990 - October 2004
Skills
Strategic Planning, Coaching, Public Speaking, Social Networking, Delivering Results, Organizational..., Change Management, Team Building, Mentoring, Networking, Fundraising, Community Service, Building Relationships, Human Resources, Series 7, Leadership Development, Strategy, Nonprofits, Business Development, Management, Sales, Time Management, CRM, Facebook, Employee Benefits, Finance, Marketing, Public Relations, Entrepreneurship, Start-ups, Training, Recruiting, Small Business, Budgets, Social Media Marketing, Event Planning, Social Media, New Business Development, Leadership
Education
Hendrix College 1977 — 1981
Bachelor of Arts, Political Science
Hot Springs High School, Hot Springs, Arkansas 1974 — 1977
College Prep
Jacksonville Lighthouse CPA Charter School July 2014 - Present
Top Level Tournaments, LLC November 2012 - Present
Bean Hamilton Corporate Benefits August 2011 - August 2012
Sterne Agee February 2009 - August 2011
Stanford Group Company November 2006 - February 2009
StillPoint Advisors, Inc. October 2004 - November 2006
Merrill Lynch July 1990 - October 2004
Skills
Strategic Planning, Coaching, Public Speaking, Social Networking, Delivering Results, Organizational..., Change Management, Team Building, Mentoring, Networking, Fundraising, Community Service, Building Relationships, Human Resources, Series 7, Leadership Development, Strategy, Nonprofits, Business Development, Management, Sales, Time Management, CRM, Facebook, Employee Benefits, Finance, Marketing, Public Relations, Entrepreneurship, Start-ups, Training, Recruiting, Small Business, Budgets, Social Media Marketing, Event Planning, Social Media, New Business Development, Leadership
Education
Hendrix College 1977 — 1981
Bachelor of Arts, Political Science
Hot Springs High School, Hot Springs, Arkansas 1974 — 1977
College Prep
Petru Pana's Merrill Lynch Experience May 2014 - September 2014
Job Interest Rate Derivatives Trading Trainee SGCIB
Industry Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB January 2015 - Present
Merrill Lynch May 2014 - September 2014
HEC Montréal August 2013 - May 2014
Scotiabank August 2012 - May 2013
Université de Montréal August 2011 - May 2012
Sears Canada 2007 - 2010
Skills
VBA, Derivatives, Trading, Financial Markets, Matlab, SAS, R, Options, Bloomberg, Interest Rate..., Interest Rate Swaps, Total Return Swaps, Bonds, Valuation, Finance
Education
HEC Montréal 2012 — 2014
M. Sc., Financial Engineering, GPA: 3.98
Université de Montréal 2008 — 2011
B. Sc., Mathematics - Actuarial Science
Vanier College 2006 — 2008
Pure & Applied Science, Mathematics
College International Marie-de-France 2001 — 2006
Societe Generale Corporate and Investment Banking - SGCIB January 2015 - Present
Merrill Lynch May 2014 - September 2014
HEC Montréal August 2013 - May 2014
Scotiabank August 2012 - May 2013
Université de Montréal August 2011 - May 2012
Sears Canada 2007 - 2010
Skills
VBA, Derivatives, Trading, Financial Markets, Matlab, SAS, R, Options, Bloomberg, Interest Rate..., Interest Rate Swaps, Total Return Swaps, Bonds, Valuation, Finance
Education
HEC Montréal 2012 — 2014
M. Sc., Financial Engineering, GPA: 3.98
Université de Montréal 2008 — 2011
B. Sc., Mathematics - Actuarial Science
Vanier College 2006 — 2008
Pure & Applied Science, Mathematics
College International Marie-de-France 2001 — 2006
Shannon Gross Shannon Gross's Merrill Lynch Experience June 1997 - March 2000
Job Police Data Technician at King County, WA
Industry Government Administration
Experience
King County Sheriff's Office, WA November 2001 - Present
Logue & Sligar August 2000 - November 2001
Davis Wright Tremaine LLP March 2000 - August 2000
Merrill Lynch June 1997 - March 2000
King County Library System September 1990 - May 1994
Skills
Time Management, Customer Service
Education
Highline Community College 1991 — 1993
Associate's Degree, General Studies
Washington State University 1994 — 1996
Bachelor's Degree, English Language and Literature, General
King County Sheriff's Office, WA November 2001 - Present
Logue & Sligar August 2000 - November 2001
Davis Wright Tremaine LLP March 2000 - August 2000
Merrill Lynch June 1997 - March 2000
King County Library System September 1990 - May 1994
Skills
Time Management, Customer Service
Education
Highline Community College 1991 — 1993
Associate's Degree, General Studies
Washington State University 1994 — 1996
Bachelor's Degree, English Language and Literature, General
Charles Kochel's Merrill Lynch Experience August 2008 - June 2011
Job Invest and Do Good. Helping foundations and families align their financial resources with what matters most.
Industry Financial Services
Experience
Yield Wealth Management October 2014 - Present
Abacus Wealth Partners September 2012 - 2014
Merrill Lynch August 2008 - June 2011
Morgan Stanley January 2003 - December 2008
Citi January 1999 - December 2003
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Finance, Estate Planning, Management, Retirement, Wealth, Investment Management, Insurance, Retirement Planning
Education
Cannon Financial Institute 2005 — 2006
Morgan Stanley Wealth Advisor Graduate Program, Financial Planning and Services
Merrill Lynch Team Training 2009 — 2009
Banking and Financial Support Services
Merrill Lynch Financial Marketing Training 2006 — 2010
Financial Marketing
Smith Barney Wealth Management Training 2000 — 2003
Finance and Financial Management Services
Citigroup Team Training 2002 — 2002
Finance, General
Henderson State University 1996 — 1998
Bachelor of Business Administration (BBA), Management, Marketing
Ouachita Baptist University 1994 — 1997
Marketing, Management, Business, Finance
Yield Wealth Management October 2014 - Present
Abacus Wealth Partners September 2012 - 2014
Merrill Lynch August 2008 - June 2011
Morgan Stanley January 2003 - December 2008
Citi January 1999 - December 2003
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Finance, Estate Planning, Management, Retirement, Wealth, Investment Management, Insurance, Retirement Planning
Education
Cannon Financial Institute 2005 — 2006
Morgan Stanley Wealth Advisor Graduate Program, Financial Planning and Services
Merrill Lynch Team Training 2009 — 2009
Banking and Financial Support Services
Merrill Lynch Financial Marketing Training 2006 — 2010
Financial Marketing
Smith Barney Wealth Management Training 2000 — 2003
Finance and Financial Management Services
Citigroup Team Training 2002 — 2002
Finance, General
Henderson State University 1996 — 1998
Bachelor of Business Administration (BBA), Management, Marketing
Ouachita Baptist University 1994 — 1997
Marketing, Management, Business, Finance
Craig Findley's Merrill Lynch Experience May 2003 - December 2011
Job Managing Director Wealth Management ; Findley Wise Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS December 2011 - Present
Merrill Lynch May 2003 - December 2011
Skills
Wealth Management, Wealth Management..., Estate Planning, Investment Strategies, Asset Managment, Finance
Education
Hillsdale College
Oxford University
UBS December 2011 - Present
Merrill Lynch May 2003 - December 2011
Skills
Wealth Management, Wealth Management..., Estate Planning, Investment Strategies, Asset Managment, Finance
Education
Hillsdale College
Oxford University
Sanjay Shirke, MBA Sanjay Shirke, MBA's Merrill Lynch Experience July 2010 - March 2011
Job CTO at Credibility Capital
Industry Information Technology and Services
Experience
Credibility Capital Inc. March 2015 - Present
Green Bay Packers November 1997 - Present
Curaçao International Trust Company (CITCO Fund Services) March 2014 - March 2015
Fir Tree Partners January 2013 - July 2013
Apollo Global Management LLC April 2012 - January 2013
MIK Fund Services September 2011 - December 2011
Barclays Capital April 2011 - July 2011
Merrill Lynch July 2010 - March 2011
J.P. Morgan December 2009 - March 2010
Barclays Wealth 2009 - 2009
Skills
Hedge Accounting, Hedge Funds, SEC reporting, Priority Management, VPM, Business Intelligence, SSIS, Performance Management, Software Project..., Technical Leadership, Database Administration, Data Mining, Recombinant DNA..., Molecular Genetics, Business Process..., Management, SEC filings, Bloomberg, Analysis, CRM, Investment Banking, Financial Modeling, Business Analysis, Business Process, Risk Management, Security, Fixed Income, Market Data, Middle Office, Project Management, Equities, Form PF, OPERA reporting, Derivatives, Trading Systems, Finance, Requirements Gathering, Trading, Microsoft SQL Server, Analytics, Databases, Financial Services, Software Documentation, Capital Markets, SDLC, Leadership, Options, Vendor Management, Financial Risk, Alternative Investments
Education
Heriot-Watt University 2001 — 2004
M.B.A., Finance
Sackler Institute, New York University 1995 — 1999
MS, Developmental Genetics
New York University 1992 — 1995
M.S., Biology / Neuroscience
University of Wisconsin-Madison 1987 — 1990
B.S., Molecular Biology
Nicolet High School 1983 — 1987
University School Milwaukee
University School Milwaukee
University School Milwaukee
University School of Milwaukee
Credibility Capital Inc. March 2015 - Present
Green Bay Packers November 1997 - Present
Curaçao International Trust Company (CITCO Fund Services) March 2014 - March 2015
Fir Tree Partners January 2013 - July 2013
Apollo Global Management LLC April 2012 - January 2013
MIK Fund Services September 2011 - December 2011
Barclays Capital April 2011 - July 2011
Merrill Lynch July 2010 - March 2011
J.P. Morgan December 2009 - March 2010
Barclays Wealth 2009 - 2009
Skills
Hedge Accounting, Hedge Funds, SEC reporting, Priority Management, VPM, Business Intelligence, SSIS, Performance Management, Software Project..., Technical Leadership, Database Administration, Data Mining, Recombinant DNA..., Molecular Genetics, Business Process..., Management, SEC filings, Bloomberg, Analysis, CRM, Investment Banking, Financial Modeling, Business Analysis, Business Process, Risk Management, Security, Fixed Income, Market Data, Middle Office, Project Management, Equities, Form PF, OPERA reporting, Derivatives, Trading Systems, Finance, Requirements Gathering, Trading, Microsoft SQL Server, Analytics, Databases, Financial Services, Software Documentation, Capital Markets, SDLC, Leadership, Options, Vendor Management, Financial Risk, Alternative Investments
Education
Heriot-Watt University 2001 — 2004
M.B.A., Finance
Sackler Institute, New York University 1995 — 1999
MS, Developmental Genetics
New York University 1992 — 1995
M.S., Biology / Neuroscience
University of Wisconsin-Madison 1987 — 1990
B.S., Molecular Biology
Nicolet High School 1983 — 1987
University School Milwaukee
University School Milwaukee
University School Milwaukee
University School of Milwaukee
Tom Leffel Tom Leffel's Merrill Lynch Experience January 1983 - November 1986
Job Partner at Odawa Partners
Industry Investment Management
Experience
Odawa Partners October 2011 - Present
CCM securities a Bluefin Company August 2010 - September 2011
MF Global February 2007 - July 2010
FIMAT USA September 2001 - February 2007
Dain Rauscher February 1998 - August 2001
Langdon P Cook Governement Securities June 1996 - December 1997
NLI Asset Management Corp., Nippon Life Group July 1990 - May 1996
Kleinwort Benson November 1986 - December 1988
Merrill Lynch January 1983 - November 1986
Skills
Investments, Asset Managment, Alternative Investments, Portfolio Management, Securities, Financial Modeling, Derivatives, Structured Products, Asset Management, Fixed Income, Trading, Capital Markets, Financial Markets, Bonds
Education
University of Chicago 1988 — 1990
Master of Business Administration (MBA), Finance
Hobart College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Loomis Chaffee School 1974 — 1977
Odawa Partners October 2011 - Present
CCM securities a Bluefin Company August 2010 - September 2011
MF Global February 2007 - July 2010
FIMAT USA September 2001 - February 2007
Dain Rauscher February 1998 - August 2001
Langdon P Cook Governement Securities June 1996 - December 1997
NLI Asset Management Corp., Nippon Life Group July 1990 - May 1996
Kleinwort Benson November 1986 - December 1988
Merrill Lynch January 1983 - November 1986
Skills
Investments, Asset Managment, Alternative Investments, Portfolio Management, Securities, Financial Modeling, Derivatives, Structured Products, Asset Management, Fixed Income, Trading, Capital Markets, Financial Markets, Bonds
Education
University of Chicago 1988 — 1990
Master of Business Administration (MBA), Finance
Hobart College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Loomis Chaffee School 1974 — 1977
Shier Liu Shier Liu's Merrill Lynch Experience December 2011 - February 2012
Job Audit Senior Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Ikeda & Wong, CPA, Inc. November 2012 - August 2014
Ikeda & Wong, CPA, Inc. May 2008 - November 2012
Merrill Lynch December 2011 - February 2012
Small Business Planning America, LLC July 2011 - September 2011
Skills
Payroll, Tax, Tax Returns, PowerPoint, Microsoft Office, Finance, Accounting, Microsoft Excel, Financial Reporting, QuickBooks, Financial Analysis, Journal Entries, Accounts Receivable, General Ledger, Fundraising, Spreadsheets, Social Media, Quicken, ProSystem fx Tax, Creative Solutions..., UltraTax CS, CCH Intelliconnect, Auditing, Financial Statements, Financial Accounting
Education
Hawaii Pacific University 2011 — 2013
Masters of, Business Administration, Accounting, GPA: 3.90
Hawaii Pacific University 2007 — 2011
Bachelor of Science, Business Administration, Finance, GPA: 3.94
Deloitte September 2014 - Present
Ikeda & Wong, CPA, Inc. November 2012 - August 2014
Ikeda & Wong, CPA, Inc. May 2008 - November 2012
Merrill Lynch December 2011 - February 2012
Small Business Planning America, LLC July 2011 - September 2011
Skills
Payroll, Tax, Tax Returns, PowerPoint, Microsoft Office, Finance, Accounting, Microsoft Excel, Financial Reporting, QuickBooks, Financial Analysis, Journal Entries, Accounts Receivable, General Ledger, Fundraising, Spreadsheets, Social Media, Quicken, ProSystem fx Tax, Creative Solutions..., UltraTax CS, CCH Intelliconnect, Auditing, Financial Statements, Financial Accounting
Education
Hawaii Pacific University 2011 — 2013
Masters of, Business Administration, Accounting, GPA: 3.90
Hawaii Pacific University 2007 — 2011
Bachelor of Science, Business Administration, Finance, GPA: 3.94
Michael Baumgardner Michael Baumgardner's Merrill Lynch Experience December 1985 - December 1990
Job
Industry Financial Services
Experience
Edward Jones October 2009 - Present
A.G.Edward and Sons, Inc. January 1990 - March 2003
Merrill Lynch December 1985 - December 1990
Skills
Retirement Planning, Fixed Annuities, Stocks, Bonds, Mutual Funds, Traditional IRA, Roth IRA, Trust Services, Variable Annuities, Business Retirement..., Estate Considerations, Education Savings, Investments, Customer Service
Education
Boron Oil-School of Management
Henry Ford Community College
Edward Jones October 2009 - Present
A.G.Edward and Sons, Inc. January 1990 - March 2003
Merrill Lynch December 1985 - December 1990
Skills
Retirement Planning, Fixed Annuities, Stocks, Bonds, Mutual Funds, Traditional IRA, Roth IRA, Trust Services, Variable Annuities, Business Retirement..., Estate Considerations, Education Savings, Investments, Customer Service
Education
Boron Oil-School of Management
Henry Ford Community College
Sara Lacombe Sara Lacombe's Merrill Lynch Experience 1994 - 2005
Job Chief Culture Officer at Navigation Arts
Industry Internet
Experience
Navigation Arts 2012 - Present
DreamBigHR, LLC 2009 - Present
Futron Corporation 2010 - 2012
J.E. Robert Companies 2006 - 2009
FTI Consulting 2005 - 2006
Merrill Lynch 1994 - 2005
Accenture 1996 - 1997
Lehman Brothers 1991 - 1994
Citi 1989 - 1991
Skills
Talent Management, Performance Management, Talent Acquisition, Mergers, Employee Relations, Succession Planning, Organizational..., Strategic Planning, Risk Management, Change Management, Project Management, Business Strategy, Program Management, Recruiting, Coaching, Strategy, Management Consulting, Leadership Development
Education
Georgetown University
Certificate, Leadership Coaching
Harvard Executive Education
Strategy and Finance
Hobart and William Smith Colleges
B.A., History
Navigation Arts 2012 - Present
DreamBigHR, LLC 2009 - Present
Futron Corporation 2010 - 2012
J.E. Robert Companies 2006 - 2009
FTI Consulting 2005 - 2006
Merrill Lynch 1994 - 2005
Accenture 1996 - 1997
Lehman Brothers 1991 - 1994
Citi 1989 - 1991
Skills
Talent Management, Performance Management, Talent Acquisition, Mergers, Employee Relations, Succession Planning, Organizational..., Strategic Planning, Risk Management, Change Management, Project Management, Business Strategy, Program Management, Recruiting, Coaching, Strategy, Management Consulting, Leadership Development
Education
Georgetown University
Certificate, Leadership Coaching
Harvard Executive Education
Strategy and Finance
Hobart and William Smith Colleges
B.A., History
Nick Shuster's Merrill Lynch Experience May 2015 - Present
Job Financial Analyst Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Warmington Industries June 2012 - August 2014
Hillsdale College February 2013 - February 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Media, Data Analysis, Time Management, Teamwork, Analysis
Education
Hillsdale College 2012 — 2016
Bachelor of Science (B.S.) (in progress), Financial Management (in progress)
Wayland Union High School 2008 — 2012
GED, 4.016
Merrill Lynch May 2015 - Present
Warmington Industries June 2012 - August 2014
Hillsdale College February 2013 - February 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Media, Data Analysis, Time Management, Teamwork, Analysis
Education
Hillsdale College 2012 — 2016
Bachelor of Science (B.S.) (in progress), Financial Management (in progress)
Wayland Union High School 2008 — 2012
GED, 4.016
Caroline Côté's Merrill Lynch Experience June 2000 - November 2001
Job Directrice, Investissements, Fonds Québec
Industry Financial Services
Experience
Caisse de d September 2010 - Present
Caisse de dépôt et placement du Québec April 2002 - August 2010
Merrill Lynch June 2000 - November 2001
BMO Nesbitt Burns June 1999 - June 2000
Education
HEC Montréal
Caisse de d September 2010 - Present
Caisse de dépôt et placement du Québec April 2002 - August 2010
Merrill Lynch June 2000 - November 2001
BMO Nesbitt Burns June 1999 - June 2000
Education
HEC Montréal
Maile Aiwohi Maile Aiwohi's Merrill Lynch Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Evershore Financial Group October 2014 - February 2015
State of Hawaii 2006 - 2008
Skills
Wealth Management, Retirement Preparation, Life Insurance, Financial Strategy, Investments, Financial Services, Financial Strategies..., Disability Insurance, Financial Strategies..., Annuities, Financial Strategies..., Charitable Giving..., Leadership, Nonprofits, Event Planning, Contract Negotiation, Fundraising, Leadership Development, Marketing, Project Management, Program Management, Customer Service, Data Analysis
Education
University of Florida - Warrington College Of Business 2011 — 2013
Master of Business Administration (MBA)
Hawaii Pacific University 2006 — 2007
License, Secondary Education and Teaching
Stony Brook University 2001 — 2005
Master of Arts (MA), Public Policy Analysis
Merrill Lynch April 2015 - Present
Evershore Financial Group October 2014 - February 2015
State of Hawaii 2006 - 2008
Skills
Wealth Management, Retirement Preparation, Life Insurance, Financial Strategy, Investments, Financial Services, Financial Strategies..., Disability Insurance, Financial Strategies..., Annuities, Financial Strategies..., Charitable Giving..., Leadership, Nonprofits, Event Planning, Contract Negotiation, Fundraising, Leadership Development, Marketing, Project Management, Program Management, Customer Service, Data Analysis
Education
University of Florida - Warrington College Of Business 2011 — 2013
Master of Business Administration (MBA)
Hawaii Pacific University 2006 — 2007
License, Secondary Education and Teaching
Stony Brook University 2001 — 2005
Master of Arts (MA), Public Policy Analysis
Gregory Clifford's Merrill Lynch Experience June 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Skills
Asset Management, Financial Markets, Investment Advisory, Pensions, 401k, Employee Benefits, Fixed Annuities, Investments, Wealth Management, Mutual Funds, Asset Allocation, Wealth Accumulation
Education
Hobart College
Bachelor of Arts (B.A.)
The Rivers School
Merrill Lynch June 2010 - Present
Skills
Asset Management, Financial Markets, Investment Advisory, Pensions, 401k, Employee Benefits, Fixed Annuities, Investments, Wealth Management, Mutual Funds, Asset Allocation, Wealth Accumulation
Education
Hobart College
Bachelor of Arts (B.A.)
The Rivers School
Kenneth Gregory Kenneth Gregory's Merrill Lynch Experience May 2008 - August 2008
Job Senior Collections Manager
Industry Financial Services
Experience
Premiere Credit of North America September 2013 - Present
EOS CCA February 2013 - September 2013
EOS CCA January 2011 - February 2013
EOS CCA June 2010 - January 2011
EOS CCA April 2010 - June 2010
Centra Financial Group June 2009 - April 2010
Hobart and William Smith Colleges August 2005 - May 2009
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Office, Compliance, Economics, Excel, PowerPoint, Word, Insurance, Strategic Planning, Investments, Public Speaking, Budgeting, Social Networking, Negotiation, Problem Solving, Team Building, Data Analysis, Financial Planning, Business Strategy, Microsoft Word, Microsoft Excel, Budgets, Collections, Team Leadership, Leadership
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor, Economics
Allendale Columbia 2001 — 2005
High School
Premiere Credit of North America September 2013 - Present
EOS CCA February 2013 - September 2013
EOS CCA January 2011 - February 2013
EOS CCA June 2010 - January 2011
EOS CCA April 2010 - June 2010
Centra Financial Group June 2009 - April 2010
Hobart and William Smith Colleges August 2005 - May 2009
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Office, Compliance, Economics, Excel, PowerPoint, Word, Insurance, Strategic Planning, Investments, Public Speaking, Budgeting, Social Networking, Negotiation, Problem Solving, Team Building, Data Analysis, Financial Planning, Business Strategy, Microsoft Word, Microsoft Excel, Budgets, Collections, Team Leadership, Leadership
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor, Economics
Allendale Columbia 2001 — 2005
High School
Jessica Jarquio, MBA's Merrill Lynch Experience May 2009 - August 2009
Job Marketing Assistant
Industry Management Consulting
Experience
Marketing Assistant August 2015 - Present
Verifi, Inc. June 2014 - May 2015
Aston Marketing Group January 2013 - June 2014
Aston Marketing Group October 2012 - December 2012
Honolulu Coffee Company March 2010 - May 2012
Hawaii Pacific University September 2010 - September 2011
Merrill Lynch May 2009 - August 2009
Skills
Team Building, Team Leadership, Time Management, Microsoft Office, Interviews, Microsoft Excel, Highly detail oriented, Advertising, Motivated self-starter, Staff Supervision, Organization &..., Easily Adaptable, Dance, Analysis, Spanish, Willingness to Learn, Customer Service, Leadership, Social Networking, Sales, Microsoft Word, Social Media Marketing, Marketing, Management, Strategic Planning
Education
Hawaii Pacific University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.3
Hawaii Pacific University 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, 3.0
Marketing Assistant August 2015 - Present
Verifi, Inc. June 2014 - May 2015
Aston Marketing Group January 2013 - June 2014
Aston Marketing Group October 2012 - December 2012
Honolulu Coffee Company March 2010 - May 2012
Hawaii Pacific University September 2010 - September 2011
Merrill Lynch May 2009 - August 2009
Skills
Team Building, Team Leadership, Time Management, Microsoft Office, Interviews, Microsoft Excel, Highly detail oriented, Advertising, Motivated self-starter, Staff Supervision, Organization &..., Easily Adaptable, Dance, Analysis, Spanish, Willingness to Learn, Customer Service, Leadership, Social Networking, Sales, Microsoft Word, Social Media Marketing, Marketing, Management, Strategic Planning
Education
Hawaii Pacific University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.3
Hawaii Pacific University 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General, 3.0
Jennifer Stupica Jennifer Stupica's Merrill Lynch Experience January 2011 - August 2012
Job Director of Finance and Administration at Coastal Discovery Museum
Industry Nonprofit Organization Management
Experience
Coastal Discovery Museum September 2012 - Present
Merrill Lynch January 2011 - August 2012
Smith Barney April 2007 - January 2011
Windmill Harbour Real Estate July 2005 - March 2007
Skills
Wealth Management, Charities, Estate Planning, Finance, Financial Analysis, Investments, Leadership, New Business Development, Real Estate, Small Business
Education
Hiram College
Bachelor's degree, Applied Physics
Coastal Discovery Museum September 2012 - Present
Merrill Lynch January 2011 - August 2012
Smith Barney April 2007 - January 2011
Windmill Harbour Real Estate July 2005 - March 2007
Skills
Wealth Management, Charities, Estate Planning, Finance, Financial Analysis, Investments, Leadership, New Business Development, Real Estate, Small Business
Education
Hiram College
Bachelor's degree, Applied Physics
Brittany Stugard Brittany Stugard's Merrill Lynch Experience May 2011 - September 2011
Job Property Tax Analyst DMA
Industry Accounting
Experience
DuCharme, McMillen & Associates August 2012 - Present
Merrill Lynch May 2011 - September 2011
Skills
Financial Analysis, Analysis, Data Analysis, Financial Accounting, Property Tax, OneSource, Microsoft Excel, Microsoft Office, Employee Training, Managerial Finance, Problem Solving, Strategic Financial..., Forecasting, Business Analysis, Organization, Financial Reporting, Financial Risk, Cost Benefit, Risk Assessment, Personal Training, Quantitative Research
Education
Indiana University Bloomington 2009 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
High Point University 2008 — 2009
Business Administration and Management, General
Charleston Catholic
DuCharme, McMillen & Associates August 2012 - Present
Merrill Lynch May 2011 - September 2011
Skills
Financial Analysis, Analysis, Data Analysis, Financial Accounting, Property Tax, OneSource, Microsoft Excel, Microsoft Office, Employee Training, Managerial Finance, Problem Solving, Strategic Financial..., Forecasting, Business Analysis, Organization, Financial Reporting, Financial Risk, Cost Benefit, Risk Assessment, Personal Training, Quantitative Research
Education
Indiana University Bloomington 2009 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
High Point University 2008 — 2009
Business Administration and Management, General
Charleston Catholic
Loraine Lewis Loraine Lewis's Merrill Lynch Experience October 2007 - March 2010
Job Mortgage Service
Industry Financial Services
Experience
Reverse Mortgage Solutions, Inc. January 2014 - Present
Claims Recovery Financial Services June 2013 - January 2014
Accenture October 2012 - June 2013
Accenture July 2012 - October 2012
Proserv Offshore, Inc. April 2012 - May 2012
National Post Mail Handlers Union January 2012 - March 2012
Stewart Lender Services April 2010 - July 2010
Merrill Lynch October 2007 - March 2010
La Quinta June 2006 - November 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Entry, Outlook, Customer Service, Access, Research, Administrative..., Fax, Human Resources, Strategic Planning
Education
Henderson State University 2001 — 2002
Bachelor's degree, Sociology
Henderson State University 1996 — 2000
Bachelor's degree, Political Science and Government
Reverse Mortgage Solutions, Inc. January 2014 - Present
Claims Recovery Financial Services June 2013 - January 2014
Accenture October 2012 - June 2013
Accenture July 2012 - October 2012
Proserv Offshore, Inc. April 2012 - May 2012
National Post Mail Handlers Union January 2012 - March 2012
Stewart Lender Services April 2010 - July 2010
Merrill Lynch October 2007 - March 2010
La Quinta June 2006 - November 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Entry, Outlook, Customer Service, Access, Research, Administrative..., Fax, Human Resources, Strategic Planning
Education
Henderson State University 2001 — 2002
Bachelor's degree, Sociology
Henderson State University 1996 — 2000
Bachelor's degree, Political Science and Government
Forrest Hall (forresthall@hotmail.com) Forrest Hall (forresthall@hotmail.com)'s Merrill Lynch Experience September 2014 - Present
Job Financial Planner & Life Insurance Coordinator
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Sagemark Consulting October 2011 - September 2014
Lincoln Financial Group December 2009 - September 2011
Skills
Finance and Accounting..., Microsoft Office, Fluent in Spanish, Investments, Life Insurance, Strategic Financial..., Fixed Annuities
Education
High Point University 2006 — 2008
B.S., Accounting
University of North Carolina at Greensboro 1997 — 2001
B.S., Finance
Merrill Lynch September 2014 - Present
Sagemark Consulting October 2011 - September 2014
Lincoln Financial Group December 2009 - September 2011
Skills
Finance and Accounting..., Microsoft Office, Fluent in Spanish, Investments, Life Insurance, Strategic Financial..., Fixed Annuities
Education
High Point University 2006 — 2008
B.S., Accounting
University of North Carolina at Greensboro 1997 — 2001
B.S., Finance
Dragica Jakovljevic, MBA Dragica Jakovljevic, MBA's Merrill Lynch Experience October 2008 - September 2009
Job CKW Financial Group
Industry Financial Services
Experience
CKW Financial Group November 2009 - November 2012
Merrill Lynch October 2008 - September 2009
Morgan Stanley February 2007 - October 2008
Sprint Nextel June 2006 - June 2007
Skills
Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, Marketing Strategy, Mutual Funds, Portfolio Management, Sales Management, Series 7, Strategic Financial..., Strategic Planning
Education
Hawaii Pacific University 2007 — 2009
Master of Business Administration (MBA)
CKW Financial Group November 2009 - November 2012
Merrill Lynch October 2008 - September 2009
Morgan Stanley February 2007 - October 2008
Sprint Nextel June 2006 - June 2007
Skills
Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, Marketing Strategy, Mutual Funds, Portfolio Management, Sales Management, Series 7, Strategic Financial..., Strategic Planning
Education
Hawaii Pacific University 2007 — 2009
Master of Business Administration (MBA)
Garry Taylor Garry Taylor's Merrill Lynch Experience September 2001 - April 2007
Job Vice President, Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners 2012 - Present
Fidelity Investments April 2007 - January 2012
Merrill Lynch September 2001 - April 2007
Torrie & Co. (now Charles Stanley & Co. Limited) October 1998 - March 2001
Capel Cure Sharp October 1996 - October 1998
Skills
Wealth Management, Mutual Funds, Investment Advisory, Financial Analysis, New Business Development, Due Diligence, Process Improvement, Business Process..., Equities, Requirements Gathering
Education
Heriot-Watt University 1992 — 1996
MA, Accountancy & Finance, First Class Honors
Focus Financial Partners 2012 - Present
Fidelity Investments April 2007 - January 2012
Merrill Lynch September 2001 - April 2007
Torrie & Co. (now Charles Stanley & Co. Limited) October 1998 - March 2001
Capel Cure Sharp October 1996 - October 1998
Skills
Wealth Management, Mutual Funds, Investment Advisory, Financial Analysis, New Business Development, Due Diligence, Process Improvement, Business Process..., Equities, Requirements Gathering
Education
Heriot-Watt University 1992 — 1996
MA, Accountancy & Finance, First Class Honors
Sam Sparks's Merrill Lynch Experience June 2011 - September 2011
Job Director of Purchasing at Wiseway Supply
Industry Wholesale
Experience
Wiseway Supply March 2014 - Present
Wiseway Supply November 2013 - March 2014
Wiseway Supply December 2011 - November 2013
Merrill Lynch June 2011 - September 2011
Skills
Purchasing, Inventory Management, Purchase Management, Contract Negotiation, Negotiation, Operations Management, Sales Operations, Product Management, Account Management, New Business Development, Team Building, Sales Management, Sales, Budgets, Pricing
Education
Hillsdale College 2007 — 2011
Economics
Covington Latin School 2002 — 2007
Wiseway Supply March 2014 - Present
Wiseway Supply November 2013 - March 2014
Wiseway Supply December 2011 - November 2013
Merrill Lynch June 2011 - September 2011
Skills
Purchasing, Inventory Management, Purchase Management, Contract Negotiation, Negotiation, Operations Management, Sales Operations, Product Management, Account Management, New Business Development, Team Building, Sales Management, Sales, Budgets, Pricing
Education
Hillsdale College 2007 — 2011
Economics
Covington Latin School 2002 — 2007
Matthew Elsenbeck Matthew Elsenbeck's Merrill Lynch Experience 2007 - 2012
Job Director Client Services at Ferris Capital, LLC
Industry Investment Management
Experience
Ferris Capital, LLC March 2014 - Present
Ferris Capital, LLC October 2012 - March 2014
Merrill Lynch 2007 - 2012
Merrill Lynch 2005 - 2007
Skills
Investment Management, Superior Client Service, Portfolio Management, Investments, Business Development, Manager Selection, Alternative Investments, Series 7, Series 66, Asset Allocation, Team Management, Event Management
Education
Hobart College 2003 — 2007
Ferris Capital, LLC March 2014 - Present
Ferris Capital, LLC October 2012 - March 2014
Merrill Lynch 2007 - 2012
Merrill Lynch 2005 - 2007
Skills
Investment Management, Superior Client Service, Portfolio Management, Investments, Business Development, Manager Selection, Alternative Investments, Series 7, Series 66, Asset Allocation, Team Management, Event Management
Education
Hobart College 2003 — 2007
Nathalie Dobeli, CFA Nathalie Dobeli, CFA's Merrill Lynch Experience January 2005 - June 2005
Job Investment Banking Associate: Global Energy at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
UBS Investment Bank February 2010 - 2012
RBS Global Banking & Markets June 2008 - February 2010
BofA Merrill Lynch October 2006 - October 2007
JPMorganChase January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Derivatives, Swaps, Equities, Equity Derivatives, Bloomberg, Investment Banking, Financial Modeling, Trading, Financial Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
HEC Paris 2013 — 2013
Master of Business Administration (MBA), Strategy Track
Northeastern University 2004 — 2006
BBA, Finance and Management, 3.57
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
UBS Investment Bank February 2010 - 2012
RBS Global Banking & Markets June 2008 - February 2010
BofA Merrill Lynch October 2006 - October 2007
JPMorganChase January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Derivatives, Swaps, Equities, Equity Derivatives, Bloomberg, Investment Banking, Financial Modeling, Trading, Financial Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
HEC Paris 2013 — 2013
Master of Business Administration (MBA), Strategy Track
Northeastern University 2004 — 2006
BBA, Finance and Management, 3.57
David Leach David Leach's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2014 - Present
Calvert Investment Distributors, Inc 2009 - 2012
Calvert Investment Distributors, Inc. 2000 - 2009
Calvert Asset Management Company 1990 - 2000
Skills
Series 7, Series 63, Relationship Management, Socially Responsible..., Investments, Mutual Funds, Key Account Management, Securities, Competitive Analysis, Strategic Planning, Succession Planning, Insurance, CDS, Strategy, Equities, Investment Strategies, Money Management, Financial Markets, Asset Managment, Money Market, Banking Relationships, Asset Management, Fixed Income, Strategic Partnerships, Financial Services, Management, Wealth Management, Marketing, CRM, Investment Advisory, Portfolio Management, Retirement Planning, Alternative Investments, Financial Advisory, Entrepreneurship, Asset Allocation, Separately Managed..., Investment Management, Series 6, FINRA, Trading, Strategic Financial..., ETFs, Hedge Funds, 401k, Emerging Markets, Retirement, Banking, Capital Markets, Bloomberg
Education
Hobart and William Smith Colleges 1976 — 1980
BA, Economics
Henninger High School
Merrill Lynch January 2014 - Present
Calvert Investment Distributors, Inc 2009 - 2012
Calvert Investment Distributors, Inc. 2000 - 2009
Calvert Asset Management Company 1990 - 2000
Skills
Series 7, Series 63, Relationship Management, Socially Responsible..., Investments, Mutual Funds, Key Account Management, Securities, Competitive Analysis, Strategic Planning, Succession Planning, Insurance, CDS, Strategy, Equities, Investment Strategies, Money Management, Financial Markets, Asset Managment, Money Market, Banking Relationships, Asset Management, Fixed Income, Strategic Partnerships, Financial Services, Management, Wealth Management, Marketing, CRM, Investment Advisory, Portfolio Management, Retirement Planning, Alternative Investments, Financial Advisory, Entrepreneurship, Asset Allocation, Separately Managed..., Investment Management, Series 6, FINRA, Trading, Strategic Financial..., ETFs, Hedge Funds, 401k, Emerging Markets, Retirement, Banking, Capital Markets, Bloomberg
Education
Hobart and William Smith Colleges 1976 — 1980
BA, Economics
Henninger High School
Dawn Jacobs Dawn Jacobs's Merrill Lynch Experience January 1979 - January 1993
Job Treasurer/CFO at Huron City School District
Industry Education Management
Experience
Huron City School District August 2014 - Present
Otsego local schools December 2012 - August 2014
Bucyrus City Schools October 2009 - December 2012
Mangen & Associates January 2006 - October 2009
Lucas County Educational Service Center 2002 - 2006
Anthony Wayne Local Schools January 1993 - January 2002
Merrill Lynch January 1979 - January 1993
Skills
Budgets, Grants, Management, Payroll, Program Management, Managerial Finance, Nonprofits, Grant Writing, Access, Contract Management, Financial Reporting, Finance, Mergers & Acquisitions, Auditing, Microsoft Office, Public Speaking, Strategic Planning
Education
Heidelberg College 2007 — 2008
MBA, Business Administration
Heidelberg University 2007 — 2008
MBA, Business
Heidelberg College
B.S, Business Administration
Heidelberg College
M.B.A
Ohio Association of School Business OfficialsOhio School
Huron City School District August 2014 - Present
Otsego local schools December 2012 - August 2014
Bucyrus City Schools October 2009 - December 2012
Mangen & Associates January 2006 - October 2009
Lucas County Educational Service Center 2002 - 2006
Anthony Wayne Local Schools January 1993 - January 2002
Merrill Lynch January 1979 - January 1993
Skills
Budgets, Grants, Management, Payroll, Program Management, Managerial Finance, Nonprofits, Grant Writing, Access, Contract Management, Financial Reporting, Finance, Mergers & Acquisitions, Auditing, Microsoft Office, Public Speaking, Strategic Planning
Education
Heidelberg College 2007 — 2008
MBA, Business Administration
Heidelberg University 2007 — 2008
MBA, Business
Heidelberg College
B.S, Business Administration
Heidelberg College
M.B.A
Ohio Association of School Business OfficialsOhio School
Chris Petrie, CLCS Chris Petrie, CLCS's Merrill Lynch Experience 1999 - 2000
Job Account Executive at H. J. Knight International Insurance Agency, Inc.
Industry Insurance
Experience
H. J. Knight International Insurance Agency, Inc. October 2013 - Present
R.M. Petrie & Associates, LLC April 2009 - September 2013
Cowen and Company June 2001 - October 2008
Merrill Lynch 1999 - 2000
Capital Analysts of New England, Inc. 1999 - 2000
Skills
Management, Insurance, Program Management, Strategy, Leadership, Financial Services, Risk Management, Property & Casualty..., Workers Compensation, Commercial Insurance, Retirement Planning, Portfolio Management, Financial Analysis, Finance, Mergers & Acquisitions, Investments, Strategic Planning
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (BA), Major: Economics Minor: Public Policy
Hingham High School 1993 — 1997
H. J. Knight International Insurance Agency, Inc. October 2013 - Present
R.M. Petrie & Associates, LLC April 2009 - September 2013
Cowen and Company June 2001 - October 2008
Merrill Lynch 1999 - 2000
Capital Analysts of New England, Inc. 1999 - 2000
Skills
Management, Insurance, Program Management, Strategy, Leadership, Financial Services, Risk Management, Property & Casualty..., Workers Compensation, Commercial Insurance, Retirement Planning, Portfolio Management, Financial Analysis, Finance, Mergers & Acquisitions, Investments, Strategic Planning
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (BA), Major: Economics Minor: Public Policy
Hingham High School 1993 — 1997
Scott D. Einhorn, CFA Scott D. Einhorn, CFA's Merrill Lynch Experience 1982 - 1987
Job Managing Principal, Director of Marketing at Samson Capital Advisors
Industry Investment Management
Experience
Samson Capital Advisors June 2004 - Present
OFFIT Investment Group (formerly OFFITBANK) 2001 - 2004
Evergreen Investments 2001 - 2004
OFFITBANK 1999 - 2001
OFFITBANK 1991 - 1999
Franklin Templeton Investments 1987 - 1991
Merrill Lynch 1982 - 1987
Education
Hobart College 1978 — 1982
BA, Economics
Samson Capital Advisors June 2004 - Present
OFFIT Investment Group (formerly OFFITBANK) 2001 - 2004
Evergreen Investments 2001 - 2004
OFFITBANK 1999 - 2001
OFFITBANK 1991 - 1999
Franklin Templeton Investments 1987 - 1991
Merrill Lynch 1982 - 1987
Education
Hobart College 1978 — 1982
BA, Economics
James Maclay James Maclay's Merrill Lynch Experience 1984 - 1989
Job Senior Vice President at West Highland Support Services, LLC
Industry Financial Services
Experience
West Highland Support Services, LLC July 2015 - Present
Social Market Analytics, Inc. February 2014 - June 2015
Interactive Data January 2012 - January 2014
West Highland Support Services, LLC March 2008 - January 2012
Citibank 2006 - 2008
IBSN (Selero) 2005 - 2006
Thomson Reuters 1990 - 2005
Merrill Lynch 1984 - 1989
Coldwell Banker 1982 - 1984
Skills
Datafeed Specialist, Re-distribution of..., Enterprise Sales, Low Latency / Direct..., Low Latency..., Low Latency, Trading Systems, Financial Markets, Reference Data, Electronic Trading, Equities, Exchange Connectivity, Fixed Income, FX, Derivatives, Trading, RMDS, Connectivity, Market Data, Trading Technology, Alternative Investments, Asset Management, Back Office, Bloomberg, Bonds, Business Development, Capital Markets, Commodity, Complex Sales, Credit Derivatives, ETFs, Equity Derivatives, Equity Research, Equity Trading, FX Options, Financial Services, Foreign Exchange, Investment Banking, Hedge Funds, Investment Management, Market Risk, Middle Office, Mutual Funds, Options, Order Management, Portfolio Management, Prime Brokerage, Sales Management, Series 63, Series 7
Education
Hobart and William Smith Colleges 1977 — 1981
BA, English
Episcopal Academy
West Highland Support Services, LLC July 2015 - Present
Social Market Analytics, Inc. February 2014 - June 2015
Interactive Data January 2012 - January 2014
West Highland Support Services, LLC March 2008 - January 2012
Citibank 2006 - 2008
IBSN (Selero) 2005 - 2006
Thomson Reuters 1990 - 2005
Merrill Lynch 1984 - 1989
Coldwell Banker 1982 - 1984
Skills
Datafeed Specialist, Re-distribution of..., Enterprise Sales, Low Latency / Direct..., Low Latency..., Low Latency, Trading Systems, Financial Markets, Reference Data, Electronic Trading, Equities, Exchange Connectivity, Fixed Income, FX, Derivatives, Trading, RMDS, Connectivity, Market Data, Trading Technology, Alternative Investments, Asset Management, Back Office, Bloomberg, Bonds, Business Development, Capital Markets, Commodity, Complex Sales, Credit Derivatives, ETFs, Equity Derivatives, Equity Research, Equity Trading, FX Options, Financial Services, Foreign Exchange, Investment Banking, Hedge Funds, Investment Management, Market Risk, Middle Office, Mutual Funds, Options, Order Management, Portfolio Management, Prime Brokerage, Sales Management, Series 63, Series 7
Education
Hobart and William Smith Colleges 1977 — 1981
BA, English
Episcopal Academy
Pierre-Yvan Desparois Pierre-Yvan Desparois's Merrill Lynch Experience August 2002 - March 2008
Job Senior Vice President
Industry Financial Services
Experience
Maybank March 2014 - Present
Maybank March 2014 - Present
Jefferies Bache LLC July 2012 - May 2013
Newedge January 2012 - June 2012
MF Global April 2008 - November 2011
Merrill Lynch August 2002 - March 2008
Merrill Lynch November 1999 - July 2002
Merrill Lynch June 1997 - October 1999
Skills
Credit Analysis, Portfolio Management, Risk Management, Credit Risk, Financial Risk, Financial Analysis, Operational Risk, Financial Modeling, Credit, Equities, Enterprise Risk..., Loans, Derivatives, Capital Markets, Fixed Income, Interest Rate Swaps, Swaptions, Equity Derivatives, Pension Funds, Mutual Funds, Broker-Dealer, Foreign Currency, Hedge Funds, Commodity Markets, Life Insurance, Credit Derivatives, Options, ISDA negotiations, Latin American markets, Revolving Lines of..., Market Analysis, Futures, Energy Industry, Base Metals, Securities, Collateral, Investment Advisory, Sovereign, FX Derivatives, Due Diligence, FX Options, Bonds, Bloomberg, Trading, Commodity
Education
HEC Montréal 1994 — 1999
Certificate in International Commerce, International Business/Trade/Commerce
Université du Québec à Montréal / UQAM 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Maybank March 2014 - Present
Maybank March 2014 - Present
Jefferies Bache LLC July 2012 - May 2013
Newedge January 2012 - June 2012
MF Global April 2008 - November 2011
Merrill Lynch August 2002 - March 2008
Merrill Lynch November 1999 - July 2002
Merrill Lynch June 1997 - October 1999
Skills
Credit Analysis, Portfolio Management, Risk Management, Credit Risk, Financial Risk, Financial Analysis, Operational Risk, Financial Modeling, Credit, Equities, Enterprise Risk..., Loans, Derivatives, Capital Markets, Fixed Income, Interest Rate Swaps, Swaptions, Equity Derivatives, Pension Funds, Mutual Funds, Broker-Dealer, Foreign Currency, Hedge Funds, Commodity Markets, Life Insurance, Credit Derivatives, Options, ISDA negotiations, Latin American markets, Revolving Lines of..., Market Analysis, Futures, Energy Industry, Base Metals, Securities, Collateral, Investment Advisory, Sovereign, FX Derivatives, Due Diligence, FX Options, Bonds, Bloomberg, Trading, Commodity
Education
HEC Montréal 1994 — 1999
Certificate in International Commerce, International Business/Trade/Commerce
Université du Québec à Montréal / UQAM 1985 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ajay Palaparty Ajay Palaparty's Merrill Lynch Experience February 2010 - May 2010
Job Analyst Investment Banking Technology
Industry Financial Services
Experience
Pacific Crest Securities March 2014 - Present
NACHA - Electronic Payments Association November 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Ernst & Young June 2012 - August 2012
BASIX Microfinance Group June 2010 - August 2010
Merrill Lynch February 2010 - May 2010
Skills
Finance, Financial Accounting, Non-profits, SPSS, Stata, Microsoft Excel, PowerPoint, Nonprofits, Analysis, Community Outreach, Corporate Finance, International..., Strategy, Banking, Investment Banking, Management
Education
The London School of Economics and Political Science (LSE) 2011 — 2013
Master of Science, Management, Merit (65+)
HEC Paris 2012 — 2012
MiM Exchange Program, Financial Economics
New York University 2007 — 2011
Bachelor of Arts, Political Science / Economics and Business Studies
Pacific Crest Securities March 2014 - Present
NACHA - Electronic Payments Association November 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Ernst & Young June 2012 - August 2012
BASIX Microfinance Group June 2010 - August 2010
Merrill Lynch February 2010 - May 2010
Skills
Finance, Financial Accounting, Non-profits, SPSS, Stata, Microsoft Excel, PowerPoint, Nonprofits, Analysis, Community Outreach, Corporate Finance, International..., Strategy, Banking, Investment Banking, Management
Education
The London School of Economics and Political Science (LSE) 2011 — 2013
Master of Science, Management, Merit (65+)
HEC Paris 2012 — 2012
MiM Exchange Program, Financial Economics
New York University 2007 — 2011
Bachelor of Arts, Political Science / Economics and Business Studies
Lilly Emerson, CRPC Lilly Emerson, CRPC's Merrill Lynch Experience April 1992 - April 2009
Job Partner, Wealth Advisor
Industry Financial Services
Experience
Stratos Wealth Partners February 2012 - Present
Morgan Stanley April 2009 - February 2012
Merrill Lynch April 1992 - April 2009
Skills
Retirement Income..., Financial Management, Investment Advisory, Financial Advisory, Securities, Wealth, Series 7, Retirement Planning, Investments, Wealth Management, Investment Strategies, Series 63, FINRA, Strategic Financial..., Asset Allocation, Asset Management, Finance, Portfolio Management
Education
Hawaii Pacific University 1988 — 1991
Bachelor of Science, Business Admin, Marketing and Economics
Pepperdine University, Cannon Trust School 1995 — 1995
Non-degree, Trusts and Estates
Stratos Wealth Partners February 2012 - Present
Morgan Stanley April 2009 - February 2012
Merrill Lynch April 1992 - April 2009
Skills
Retirement Income..., Financial Management, Investment Advisory, Financial Advisory, Securities, Wealth, Series 7, Retirement Planning, Investments, Wealth Management, Investment Strategies, Series 63, FINRA, Strategic Financial..., Asset Allocation, Asset Management, Finance, Portfolio Management
Education
Hawaii Pacific University 1988 — 1991
Bachelor of Science, Business Admin, Marketing and Economics
Pepperdine University, Cannon Trust School 1995 — 1995
Non-degree, Trusts and Estates
Sandra (Sandy) Adam Sandra (Sandy) Adam's Merrill Lynch Experience July 2003 - Present
Job Vice President, CFP®, CRPC® at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2003 - Present
Toledo Museum of Art June 2001 - July 2003
American Red Cross August 1997 - June 2001
Skills
Investments, Asset Allocation, Retirement Planning, Financial Planning, Equities, Mutual Funds, Bonds, Charitable Giving..., Series 7, Series 66, Insurance, Certified Financial..., Strategic Financial..., Uniform Combined State..., Retirement, Wealth Management, Securities, Investment Advisory, Estate Planning, 401k, Investment Strategies, Strategy, Series 63, Finance, IRAs, Fixed Annuities
Education
Heidelberg College 2000 — 2003
MBA, Business, Summa Cum Laude
University of Toledo 1993 — 1997
BE, Public Administration, Summa Cum Laude
Notre Dame Academy 1989 — 1993
High School
Merrill Lynch July 2003 - Present
Toledo Museum of Art June 2001 - July 2003
American Red Cross August 1997 - June 2001
Skills
Investments, Asset Allocation, Retirement Planning, Financial Planning, Equities, Mutual Funds, Bonds, Charitable Giving..., Series 7, Series 66, Insurance, Certified Financial..., Strategic Financial..., Uniform Combined State..., Retirement, Wealth Management, Securities, Investment Advisory, Estate Planning, 401k, Investment Strategies, Strategy, Series 63, Finance, IRAs, Fixed Annuities
Education
Heidelberg College 2000 — 2003
MBA, Business, Summa Cum Laude
University of Toledo 1993 — 1997
BE, Public Administration, Summa Cum Laude
Notre Dame Academy 1989 — 1993
High School
Brad Loucks Brad Loucks's Merrill Lynch Experience May 2004 - September 2010
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2013 - Present
Ameriprise Financial September 2010 - April 2013
Merrill Lynch May 2004 - September 2010
Citigroup Global Markets January 2002 - May 2004
Citrina USA September 1998 - January 2002
Coca-Cola Bottling Company of New York May 1995 - September 1998
Coca-Cola Enterprises January 1992 - May 1995
Coca-Cola Enterprises May 1990 - January 1992
Coca-Cola Enterprises September 1988 - May 1990
Pepsi-Cola Bottling Group September 1985 - September 1988
Education
High Point University 1973 — 1976
Bachelor of Science (BS), History & Political Science
Dulaney High School 1970 — 1972
Ameriprise Financial April 2013 - Present
Ameriprise Financial September 2010 - April 2013
Merrill Lynch May 2004 - September 2010
Citigroup Global Markets January 2002 - May 2004
Citrina USA September 1998 - January 2002
Coca-Cola Bottling Company of New York May 1995 - September 1998
Coca-Cola Enterprises January 1992 - May 1995
Coca-Cola Enterprises May 1990 - January 1992
Coca-Cola Enterprises September 1988 - May 1990
Pepsi-Cola Bottling Group September 1985 - September 1988
Education
High Point University 1973 — 1976
Bachelor of Science (BS), History & Political Science
Dulaney High School 1970 — 1972
Margaret Lucas's Merrill Lynch Experience June 2008 - August 2008
Job Investor Relations at Capstone Investment Advisors
Industry Financial Services
Experience
Capstone Investment Advisors October 2011 - Present
Bank of America Merrill Lynch July 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Stark Investments February 2008 - April 2008
Stark Investments June 2007 - August 2007
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts
Imperial College London 2008 — 2008
Homestead High School 2001 — 2005
Capstone Investment Advisors October 2011 - Present
Bank of America Merrill Lynch July 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Stark Investments February 2008 - April 2008
Stark Investments June 2007 - August 2007
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts
Imperial College London 2008 — 2008
Homestead High School 2001 — 2005
Leonard Stover Leonard Stover's Merrill Lynch Experience September 1991 - May 2001
Job Cofounder & Project Coordinator, Red LIne Greenway
Industry Nonprofit Organization Management
Experience
Rotary Club of Cleveland June 1991 - Present
Stover Wealth Management May 2014 - March 2015
Ameriprise Financial Services, Inc. March 2009 - February 2014
Smith Barney May 2001 - March 2009
Merrill Lynch September 1991 - May 2001
VME Americas Inc. 1985 - 1991
Price Waterhouse Coopers 1979 - 1985
Skills
Retirement, Retirement Planning, Series 7, Estate Planning, Investment Advisory, Mutual Funds, Investments, Fixed Annuities, Securities, Strategic Financial..., Asset Allocation, Portfolio Management, Series 63, Insurance, Investment Strategies, 401k, Asset Management, Financial Analysis, FINRA, Investment Management, Alternative Investments
Education
Hillsdale College 1975 — 1979
BLS Accounting, Minor in Business Law
Dowagiac Union HS 1972 — 1975
Rotary Club of Cleveland June 1991 - Present
Stover Wealth Management May 2014 - March 2015
Ameriprise Financial Services, Inc. March 2009 - February 2014
Smith Barney May 2001 - March 2009
Merrill Lynch September 1991 - May 2001
VME Americas Inc. 1985 - 1991
Price Waterhouse Coopers 1979 - 1985
Skills
Retirement, Retirement Planning, Series 7, Estate Planning, Investment Advisory, Mutual Funds, Investments, Fixed Annuities, Securities, Strategic Financial..., Asset Allocation, Portfolio Management, Series 63, Insurance, Investment Strategies, 401k, Asset Management, Financial Analysis, FINRA, Investment Management, Alternative Investments
Education
Hillsdale College 1975 — 1979
BLS Accounting, Minor in Business Law
Dowagiac Union HS 1972 — 1975
Eric Simard Eric Simard's Merrill Lynch Experience October 1998 - December 2001
Job Coowner FINXO Valeurs mobilières
Industry Financial Services
Experience
FIN-XO Valeurs mobilières June 2010 - Present
Demers Valeurs mobilières December 2004 - June 2010
CIBC Wood Gundy January 2002 - December 2004
Merrill Lynch October 1998 - December 2001
RBC Dominion Securities February 1995 - September 1998
Ketchum Canada 1991 - 1994
Education
Université du Québec à Montréal 1982 — 1985
Bacc., Business Administration
Canadian Securities Institute
HEC Montréal
FIN-XO Valeurs mobilières June 2010 - Present
Demers Valeurs mobilières December 2004 - June 2010
CIBC Wood Gundy January 2002 - December 2004
Merrill Lynch October 1998 - December 2001
RBC Dominion Securities February 1995 - September 1998
Ketchum Canada 1991 - 1994
Education
Université du Québec à Montréal 1982 — 1985
Bacc., Business Administration
Canadian Securities Institute
HEC Montréal
Fernando Arel Fernando Arel's Merrill Lynch Experience January 2006 - June 2006
Job Financial Center Operations Manager at Bank of America
Industry Banking
Experience
Bank of America December 2014 - Present
Bank of America September 2013 - April 2015
Bank of America April 2012 - September 2013
Bank of America December 2010 - March 2012
Konftel AB June 2009 - September 2010
Abstracta AB October 2007 - June 2009
Abercrombie & Fitch September 2003 - March 2007
Merrill Lynch January 2006 - June 2006
Skills
Customer Service, Customer Relations, Sales Management, Problem Solving, Financial Reporting, Banking, Retail, Excel, Word, Microsoft Office, Access, PowerPoint, Outlook, Microsoft Excel, Leadership, Sales, Teamwork, Time Management, Management, Microsoft Word, Retail Banking, CRM, Credit
Education
Hawaii Pacific University 2003 — 2007
Bachelor of Science (B.S.), International Finance
Bank of America December 2014 - Present
Bank of America September 2013 - April 2015
Bank of America April 2012 - September 2013
Bank of America December 2010 - March 2012
Konftel AB June 2009 - September 2010
Abstracta AB October 2007 - June 2009
Abercrombie & Fitch September 2003 - March 2007
Merrill Lynch January 2006 - June 2006
Skills
Customer Service, Customer Relations, Sales Management, Problem Solving, Financial Reporting, Banking, Retail, Excel, Word, Microsoft Office, Access, PowerPoint, Outlook, Microsoft Excel, Leadership, Sales, Teamwork, Time Management, Management, Microsoft Word, Retail Banking, CRM, Credit
Education
Hawaii Pacific University 2003 — 2007
Bachelor of Science (B.S.), International Finance
Eddie Shaw's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor Intern at Merrill Lynch
Industry Investment Management
Experience
Hillsdale College Investment Club August 2014 - Present
Merrill Lynch June 2015 - Present
Hillsdale College January 2015 - Present
Hillsdale College August 2014 - Present
Hillsdale College August 2013 - Present
A-Ga-Ming Golf Resort April 2012 - Present
Anytime Computer Repair June 2011 - June 2014
Skills
Public Speaking, Customer Service, Leadership, Strategic Planning, Analysis, Investments, Finance
Education
Hillsdale College 2013 — 2017
Bachelor of Arts (BA), Finance and Financial Management Services
Elk Rapids High School 2009 — 2013
Hillsdale College Investment Club August 2014 - Present
Merrill Lynch June 2015 - Present
Hillsdale College January 2015 - Present
Hillsdale College August 2014 - Present
Hillsdale College August 2013 - Present
A-Ga-Ming Golf Resort April 2012 - Present
Anytime Computer Repair June 2011 - June 2014
Skills
Public Speaking, Customer Service, Leadership, Strategic Planning, Analysis, Investments, Finance
Education
Hillsdale College 2013 — 2017
Bachelor of Arts (BA), Finance and Financial Management Services
Elk Rapids High School 2009 — 2013
Frank Manning's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor Intern
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Forbes June 2014 - August 2014
GoChime June 2014 - August 2014
TutorZap August 2013 - August 2014
Hillsdale City Fire Department October 2013 - July 2014
Schuster's Farm August 2008 - November 2012
Hovde For Senate June 2012 - August 2012
Bravo Produce March 2008 - August 2012
Skills
Leadership, Teamwork, Entrepreneurship, Time Management, Business Planning, Business Development, Management, Writing, Inbound Marketing, Inbound Lead Generation, Marketing
Education
Hillsdale College 2013 — 2017
Bachelor of Science (BS), Finance, General
Saint John's Northwestern Military Academy 2010 — 2013
Merrill Lynch June 2015 - Present
Forbes June 2014 - August 2014
GoChime June 2014 - August 2014
TutorZap August 2013 - August 2014
Hillsdale City Fire Department October 2013 - July 2014
Schuster's Farm August 2008 - November 2012
Hovde For Senate June 2012 - August 2012
Bravo Produce March 2008 - August 2012
Skills
Leadership, Teamwork, Entrepreneurship, Time Management, Business Planning, Business Development, Management, Writing, Inbound Marketing, Inbound Lead Generation, Marketing
Education
Hillsdale College 2013 — 2017
Bachelor of Science (BS), Finance, General
Saint John's Northwestern Military Academy 2010 — 2013
Tyler Yusko's Merrill Lynch Experience May 2012 - September 2012
Job Associate Sales Training Manager at Yelp
Industry Marketing and Advertising
Experience
Yelp August 2015 - Present
Yelp September 2014 - July 2015
LG Fairmont Group June 2014 - November 2014
Douglas Elliman Real Estate May 2014 - August 2014
Dixon Hughes Goodman LLP September 2013 - May 2014
High Point University September 2012 - August 2013
Merrill Lynch May 2012 - September 2012
Devon Yacht Club May 2009 - August 2012
Nassau County District Attorney May 2011 - August 2011
Golf Spot Inc September 2008 - August 2010
Skills
Facebook, Social Media Marketing, Social Media, Leadership, Sales, Advertising, People Skills, Customer Service, Public Speaking, PowerPoint, Public Relations, Social Networking, Marketing, Event Management, Editing, Twitter
Education
High Point University 2013 — 2014
M.A., Strategic Communication, 3.9 GPA
High Point University 2010 — 2013
B.S., Business Administration, 3.4 GPA
Salve Regina University 2009 — 2010
Honors Program, Economics
Yelp August 2015 - Present
Yelp September 2014 - July 2015
LG Fairmont Group June 2014 - November 2014
Douglas Elliman Real Estate May 2014 - August 2014
Dixon Hughes Goodman LLP September 2013 - May 2014
High Point University September 2012 - August 2013
Merrill Lynch May 2012 - September 2012
Devon Yacht Club May 2009 - August 2012
Nassau County District Attorney May 2011 - August 2011
Golf Spot Inc September 2008 - August 2010
Skills
Facebook, Social Media Marketing, Social Media, Leadership, Sales, Advertising, People Skills, Customer Service, Public Speaking, PowerPoint, Public Relations, Social Networking, Marketing, Event Management, Editing, Twitter
Education
High Point University 2013 — 2014
M.A., Strategic Communication, 3.9 GPA
High Point University 2010 — 2013
B.S., Business Administration, 3.4 GPA
Salve Regina University 2009 — 2010
Honors Program, Economics
Joyce Rosely's Merrill Lynch Experience June 1992 - April 1998
Job Managing Director Convergex Group
Industry Banking
Experience
Convergex March 2015 - Present
CIBC June 2013 - January 2015
Deutsche Bank October 2009 - June 2013
Goldman Sachs April 1998 - August 2009
Merrill Lynch June 1992 - April 1998
Skills
Electronic Trading, Equities, Program Trading
Education
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (B.A.), History
Convergex March 2015 - Present
CIBC June 2013 - January 2015
Deutsche Bank October 2009 - June 2013
Goldman Sachs April 1998 - August 2009
Merrill Lynch June 1992 - April 1998
Skills
Electronic Trading, Equities, Program Trading
Education
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (B.A.), History
Jim Painton Jim Painton's Merrill Lynch Experience June 1996 - September 1996
Job Finance Manager Post Sale Revenue at Xerox
Industry Information Technology and Services
Experience
Xerox January 2013 - Present
Xerox August 2011 - December 2012
Xerox February 2008 - August 2011
Xerox February 2006 - January 2008
Xerox April 2003 - February 2006
Xerox April 1999 - March 2003
Rochester Institute of Technology July 1997 - November 1998
Xerox June 1998 - September 1998
Merrill Lynch June 1996 - September 1996
Skills
Strategy, Financial Analysis, Analysis, Management, Financial Modeling, CRM, Essbase, LSS, Leadership
Education
Rochester Institute of Technology 1997 — 1998
MBA, Finance & Marketing
Hobart and William Smith Colleges 1993 — 1997
BA, Economics
Xerox January 2013 - Present
Xerox August 2011 - December 2012
Xerox February 2008 - August 2011
Xerox February 2006 - January 2008
Xerox April 2003 - February 2006
Xerox April 1999 - March 2003
Rochester Institute of Technology July 1997 - November 1998
Xerox June 1998 - September 1998
Merrill Lynch June 1996 - September 1996
Skills
Strategy, Financial Analysis, Analysis, Management, Financial Modeling, CRM, Essbase, LSS, Leadership
Education
Rochester Institute of Technology 1997 — 1998
MBA, Finance & Marketing
Hobart and William Smith Colleges 1993 — 1997
BA, Economics
Bob Leuthy Bob Leuthy's Merrill Lynch Experience 2000 - 2002
Job Solutions Architect at Taylor McKenzie, LLC
Industry Management Consulting
Experience
Taylor McKenzie, LLC 2011 - Present
PWC Realty LLC 2006 - 2009
Taylor McKenzie, Inc. 2003 - 2005
Merrill Lynch 2000 - 2002
TechSystems InfoSource Inc 1997 - 2000
HRL Associates, Inc 1979 - 1995
Skills
Strategy, Executive Management, Cloud Computing, Risk Management, Business Transformation, Financial Analysis, Process Improvement, Management Consulting, Mergers, Strategic Planning, Forecasting, Training, Business Planning, Project Planning, Enterprise Software, Management, Business Strategy
Education
Hiram College 1964 — 1967
BA
Taylor McKenzie, LLC 2011 - Present
PWC Realty LLC 2006 - 2009
Taylor McKenzie, Inc. 2003 - 2005
Merrill Lynch 2000 - 2002
TechSystems InfoSource Inc 1997 - 2000
HRL Associates, Inc 1979 - 1995
Skills
Strategy, Executive Management, Cloud Computing, Risk Management, Business Transformation, Financial Analysis, Process Improvement, Management Consulting, Mergers, Strategic Planning, Forecasting, Training, Business Planning, Project Planning, Enterprise Software, Management, Business Strategy
Education
Hiram College 1964 — 1967
BA
Jeffrey A. Firkin's Merrill Lynch Experience May 2000 - 2002
Job Sr. Applications Analyst at McCarter & English, LLP
Industry Information Technology and Services
Experience
McCarter & English, LLP March 2012 - Present
Forest Laboratories, Inc. (contractor with Phoenix Technology Partners, LLC) November 2011 - February 2012
Bank of America October 2002 - September 2011
Merrill Lynch May 2000 - 2002
Merrill Lynch July 1998 - May 2000
Merrill Lynch March 1998 - July 1998
Merrill Lynch July 1996 - February 1998
Refco April 1994 - June 1996
BOC Gases February 1992 - March 1994
BOC Gases June 1991 - February 1992
Skills
Software Documentation, Troubleshooting, SCCM, Technical Support, Software Installation, VBScript, Active Directory, Citrix Metaframe, Windows Server, Windows 7, System Deployment, ITIL, Servers, Testing, Windows, SDLC
Education
High Point University 1987 — 1991
BS, Information Technology
McCarter & English, LLP March 2012 - Present
Forest Laboratories, Inc. (contractor with Phoenix Technology Partners, LLC) November 2011 - February 2012
Bank of America October 2002 - September 2011
Merrill Lynch May 2000 - 2002
Merrill Lynch July 1998 - May 2000
Merrill Lynch March 1998 - July 1998
Merrill Lynch July 1996 - February 1998
Refco April 1994 - June 1996
BOC Gases February 1992 - March 1994
BOC Gases June 1991 - February 1992
Skills
Software Documentation, Troubleshooting, SCCM, Technical Support, Software Installation, VBScript, Active Directory, Citrix Metaframe, Windows Server, Windows 7, System Deployment, ITIL, Servers, Testing, Windows, SDLC
Education
High Point University 1987 — 1991
BS, Information Technology
Joshua Leach Joshua Leach's Merrill Lynch Experience 2002 - 2002
Job Database Manager at Alliance for Downtown New York
Industry Legal Services
Experience
Alliance for Downtown New York September 2014 - Present
Pillsbury Winthrop Shaw Pittman March 2011 - September 2012
Ann Taylor - Real Estate Division - Legal August 2007 - March 2008
Simpson Thacher & Bartlett LLP 2008 - 2008
Kaye Scholer LLP February 2007 - June 2007
Kaplowitz & Kaplowitz, LLP March 2004 - March 2006
The Twenty-First Century Foundation 2006 - 2006
Merrill Lynch 2002 - 2002
Lambda Legal Defense and Education Fund 2001 - 2001
Prudential 1998 - 1998
Skills
Legal Research, Litigation, Commercial Litigation, Legal Writing, Editing, Litigation Support, Nonprofits, Mediation, Civil Litigation, Event Management, Intellectual Property, PowerPoint, Westlaw, Courts, Legal Assistance, Marketing, Arbitration, Corporate Law
Education
Hobart and William Smith Colleges 1997 — 2001
BA
East High School
Alliance for Downtown New York September 2014 - Present
Pillsbury Winthrop Shaw Pittman March 2011 - September 2012
Ann Taylor - Real Estate Division - Legal August 2007 - March 2008
Simpson Thacher & Bartlett LLP 2008 - 2008
Kaye Scholer LLP February 2007 - June 2007
Kaplowitz & Kaplowitz, LLP March 2004 - March 2006
The Twenty-First Century Foundation 2006 - 2006
Merrill Lynch 2002 - 2002
Lambda Legal Defense and Education Fund 2001 - 2001
Prudential 1998 - 1998
Skills
Legal Research, Litigation, Commercial Litigation, Legal Writing, Editing, Litigation Support, Nonprofits, Mediation, Civil Litigation, Event Management, Intellectual Property, PowerPoint, Westlaw, Courts, Legal Assistance, Marketing, Arbitration, Corporate Law
Education
Hobart and William Smith Colleges 1997 — 2001
BA
East High School
David Fandrich David Fandrich's Merrill Lynch Experience January 2001 - June 2006
Job Analyst at Kleinheinz Capital Partners
Industry Investment Management
Experience
Kleinheinz Capital Partners 2010 - Present
AS Hirota Capital Management 2007 - 2009
Omega Advisors 2006 - 2007
Merrill Lynch January 2001 - June 2006
Leucadia National Corporation 2000 - 2000
Sanwa Bank August 1997 - August 1999
Teradyne 1996 - 1997
Skills
Equity Research, Equities, Hedge Funds, Financial Modeling, Investment Banking, Valuation, Analysis, Business Strategy, Corporate Finance, Portfolio Management
Education
HEC Paris 1999 — 2000
MBA, International Finance
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Trinity Christian Academy 1984 — 1988
Glenview
Kleinheinz Capital Partners 2010 - Present
AS Hirota Capital Management 2007 - 2009
Omega Advisors 2006 - 2007
Merrill Lynch January 2001 - June 2006
Leucadia National Corporation 2000 - 2000
Sanwa Bank August 1997 - August 1999
Teradyne 1996 - 1997
Skills
Equity Research, Equities, Hedge Funds, Financial Modeling, Investment Banking, Valuation, Analysis, Business Strategy, Corporate Finance, Portfolio Management
Education
HEC Paris 1999 — 2000
MBA, International Finance
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Trinity Christian Academy 1984 — 1988
Glenview
Christopher Szymanski Christopher Szymanski's Merrill Lynch Experience May 2009 - July 2009
Job at Citi
Industry Financial Services
Experience
Citi July 2010 - Present
Jim Kelly Football Camp April 2007 - March 2010
HWS Religious Studies Department December 2009 - February 2010
Merrill Lynch May 2009 - July 2009
Merrill Lynch May 2009 - July 2009
Waterford Village Bank May 2008 - August 2008
Waterford Village Bank May 2008 - August 2008
Hobart Investment Club, Organization October 2007 - July 2008
Education
Hobart and William Smith Colleges 2006 — 2010
Hobart College
Bachelor of Arts, Economics and Religious Studies
Hobart and William Smith Colleges
Bachelor of Arts in Economics and Religious Studies, Economics, Public Policy, Religious Studies
Citi July 2010 - Present
Jim Kelly Football Camp April 2007 - March 2010
HWS Religious Studies Department December 2009 - February 2010
Merrill Lynch May 2009 - July 2009
Merrill Lynch May 2009 - July 2009
Waterford Village Bank May 2008 - August 2008
Waterford Village Bank May 2008 - August 2008
Hobart Investment Club, Organization October 2007 - July 2008
Education
Hobart and William Smith Colleges 2006 — 2010
Hobart College
Bachelor of Arts, Economics and Religious Studies
Hobart and William Smith Colleges
Bachelor of Arts in Economics and Religious Studies, Economics, Public Policy, Religious Studies
Bill Collins Bill Collins's Merrill Lynch Experience May 2004 - August 2008
Job Delivering Client Focused Solutions in the Defined Contribution Investment Only Space
Industry Financial Services
Experience
Pershing July 2010 - November 2011
C2 Consulting December 2008 - July 2010
Merrill Lynch May 2004 - August 2008
AllainceBernstein Investment Research and Management February 1996 - May 2004
Aetna June 1989 - January 1996
Marine Midland Bank April 1988 - May 1989
Skills
Relationship Management, Strategic Planning, New Business Development, Leadership, Contract Negotiation, Strategy, Financial Services, Series 7, Alternative Investments, CRM, Investments, Business Development, Risk Management, Product Development, 401k, Management, Sales Management, Retirement, Wealth Management, Mergers & Acquisitions, Mutual Funds, Business Planning, Portfolio Management, Product Management, Marketing Strategy
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Philosophy
St. Mark's School 1980 — 1983
Pershing July 2010 - November 2011
C2 Consulting December 2008 - July 2010
Merrill Lynch May 2004 - August 2008
AllainceBernstein Investment Research and Management February 1996 - May 2004
Aetna June 1989 - January 1996
Marine Midland Bank April 1988 - May 1989
Skills
Relationship Management, Strategic Planning, New Business Development, Leadership, Contract Negotiation, Strategy, Financial Services, Series 7, Alternative Investments, CRM, Investments, Business Development, Risk Management, Product Development, 401k, Management, Sales Management, Retirement, Wealth Management, Mergers & Acquisitions, Mutual Funds, Business Planning, Portfolio Management, Product Management, Marketing Strategy
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Philosophy
St. Mark's School 1980 — 1983
Lisa Click Lisa Click's Merrill Lynch Experience April 1997 - April 2006
Job Project Manager at TransWorks
Industry Computer Software
Experience
TransWorks August 2015 - Present
Spiece Fitness 2004 - Present
Vera Bradley 2010 - July 2015
Merrill Lynch April 1997 - April 2006
Skills
Visual Merchandising, Retail, Fashion, Merchandising, Microsoft Office, Apparel, Leadership, Marketing, Inventory Management, Customer Service, Sales, PowerPoint, Training, Budgets, Time Management, Outlook, Microsoft Excel, Program Management, Process Scheduler, Event Planning
Education
IPFW 1990 — 1993
Bachelor of Science, Business Marketing
Hillsdale College 1988 — 1990
Bishop Dwenger
TransWorks August 2015 - Present
Spiece Fitness 2004 - Present
Vera Bradley 2010 - July 2015
Merrill Lynch April 1997 - April 2006
Skills
Visual Merchandising, Retail, Fashion, Merchandising, Microsoft Office, Apparel, Leadership, Marketing, Inventory Management, Customer Service, Sales, PowerPoint, Training, Budgets, Time Management, Outlook, Microsoft Excel, Program Management, Process Scheduler, Event Planning
Education
IPFW 1990 — 1993
Bachelor of Science, Business Marketing
Hillsdale College 1988 — 1990
Bishop Dwenger
Nazli Oguzsimsaroglu's Merrill Lynch Experience June 2007 - August 2008
Job Summer Intern at AltSchool
Industry Financial Services
Experience
AltSchool June 2015 - Present
Harvard Business School September 2014 - Present
Advent International August 2012 - July 2014
Barclays Capital January 2010 - July 2012
Paragon Capital Partners, LLC July 2009 - December 2009
Merrill Lynch June 2007 - August 2008
Skills
Financial Modeling, Due Diligence, Industry Research, Investment Banking, Valuation, LBO, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance, French
HEC School of Management 2007 — 2007
Study Abroad, Finance
Robert College 2000 — 2005
Highschool, International Baccalaureate
AltSchool June 2015 - Present
Harvard Business School September 2014 - Present
Advent International August 2012 - July 2014
Barclays Capital January 2010 - July 2012
Paragon Capital Partners, LLC July 2009 - December 2009
Merrill Lynch June 2007 - August 2008
Skills
Financial Modeling, Due Diligence, Industry Research, Investment Banking, Valuation, LBO, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance, French
HEC School of Management 2007 — 2007
Study Abroad, Finance
Robert College 2000 — 2005
Highschool, International Baccalaureate
Josh Kalenderian's Merrill Lynch Experience June 2010 - August 2010
Job Equity Research Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2012 - Present
Deutsche Bank June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Series 7, Series 63, Series 86, Series 87, Bloomberg, Equity Research, Economics, Financial Analysis, Financial Markets
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (BA), Economics & Pschology
Deutsche Bank July 2012 - Present
Deutsche Bank June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Series 7, Series 63, Series 86, Series 87, Bloomberg, Equity Research, Economics, Financial Analysis, Financial Markets
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (BA), Economics & Pschology
Samuel Chesser Samuel Chesser's Merrill Lynch Experience January 2011 - January 2013
Job Portfolio Manager at DATA Derivatives
Industry Financial Services
Experience
DATA Derivatives LLC December 2012 - Present
Merrill Lynch January 2011 - January 2013
Pacific Stock Exchange 1990 - 2007
Van der Moolen January 1997 - March 2001
Skills
Trading, Derivatives, Stocks, Options, Series 7, Equities, Portfolio Management, Hedging, ETFs, Financial Markets, Investments, Hedge Funds, Financial Planning, Strategic Financial..., Financial Risk, Securities, Equity Derivatives, Capital Markets, Electronic Trading, Investment Management, Risk Management, Finance, Technical Analysis, Asset Management, Commodity, Bloomberg, Currency, Mutual Funds, Equity Trading, Trading Systems, Fixed Income, Investment Strategies, Alternative Investments, Asset Allocation, Series 63, Trading Strategies, Wealth Management, FX Options, Structured Products, Investment Advisory, FINRA, Proprietary Trading, Equity Research, Bonds, Investment Banking, FX trading, Financial Services, Financial Advisory, Emerging Markets, Market Risk
Education
Hawaii Pacific University
MBA, MBA
Radford High School
University of Florida
BA, English
DATA Derivatives LLC December 2012 - Present
Merrill Lynch January 2011 - January 2013
Pacific Stock Exchange 1990 - 2007
Van der Moolen January 1997 - March 2001
Skills
Trading, Derivatives, Stocks, Options, Series 7, Equities, Portfolio Management, Hedging, ETFs, Financial Markets, Investments, Hedge Funds, Financial Planning, Strategic Financial..., Financial Risk, Securities, Equity Derivatives, Capital Markets, Electronic Trading, Investment Management, Risk Management, Finance, Technical Analysis, Asset Management, Commodity, Bloomberg, Currency, Mutual Funds, Equity Trading, Trading Systems, Fixed Income, Investment Strategies, Alternative Investments, Asset Allocation, Series 63, Trading Strategies, Wealth Management, FX Options, Structured Products, Investment Advisory, FINRA, Proprietary Trading, Equity Research, Bonds, Investment Banking, FX trading, Financial Services, Financial Advisory, Emerging Markets, Market Risk
Education
Hawaii Pacific University
MBA, MBA
Radford High School
University of Florida
BA, English
Jeremy Ayers, CFP®, CRPC®, CAP® Jeremy Ayers, CFP®, CRPC®, CAP®'s Merrill Lynch Experience May 1999 - December 2008
Job President and Wealth Advisor, Ayers Wealth Management
Industry Financial Services
Experience
Ayers Wealth Management December 2008 - Present
Merrill Lynch May 1999 - December 2008
Skills
Wealth Management..., Retirement Planning, Strategic Financial..., Investments, Financial Services, Asset Allocation, Mutual Funds, Securities, Series 7, FINRA
Education
Heidelberg University 1994 — 1999
Ayers Wealth Management December 2008 - Present
Merrill Lynch May 1999 - December 2008
Skills
Wealth Management..., Retirement Planning, Strategic Financial..., Investments, Financial Services, Asset Allocation, Mutual Funds, Securities, Series 7, FINRA
Education
Heidelberg University 1994 — 1999
Claude Thibault, CA·CF, CBV, MBA Claude Thibault, CA·CF, CBV, MBA's Merrill Lynch Experience 1994 - 1998
Job CFO at Group DCM
Industry Business Supplies and Equipment
Experience
Group DCM March 2015 - Present
The Nuera Group of Companies March 2007 - March 2015
Mediagrif Interactive Technologies Inc. 2005 - 2007
Shell 2002 - 2005
Aptilon 2000 - 2002
Malofilm Communications Inc. 1998 - 2000
Merrill Lynch 1994 - 1998
KPMG Canada 1986 - 1994
Skills
Extensive experience as..., Expertise in financing,..., Corporate Finance, Finance, Risk Management, Investment Banking, Corporate Development, Tax, Acquisitions, Treasury, Financial Analysis, Public Companies, Financial Reporting, Business Strategy, Strategic Planning, Mergers & Acquisitions, Managerial Finance, Mergers
Education
McGill University
MBA, International Business - Finance
University of Toronto
Chartered Business Valuators Course
Université de Montréal - HEC Montréal
B. Comm., Accounting, Business
Group DCM March 2015 - Present
The Nuera Group of Companies March 2007 - March 2015
Mediagrif Interactive Technologies Inc. 2005 - 2007
Shell 2002 - 2005
Aptilon 2000 - 2002
Malofilm Communications Inc. 1998 - 2000
Merrill Lynch 1994 - 1998
KPMG Canada 1986 - 1994
Skills
Extensive experience as..., Expertise in financing,..., Corporate Finance, Finance, Risk Management, Investment Banking, Corporate Development, Tax, Acquisitions, Treasury, Financial Analysis, Public Companies, Financial Reporting, Business Strategy, Strategic Planning, Mergers & Acquisitions, Managerial Finance, Mergers
Education
McGill University
MBA, International Business - Finance
University of Toronto
Chartered Business Valuators Course
Université de Montréal - HEC Montréal
B. Comm., Accounting, Business
Nile Pullin, CFP® Nile Pullin, CFP®'s Merrill Lynch Experience April 1995 - May 2005
Job First Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2005 - Present
Merrill Lynch April 1995 - May 2005
Education
Hobart and William Smith Colleges
Bachelors, Economics
UBS Financial Services June 2005 - Present
Merrill Lynch April 1995 - May 2005
Education
Hobart and William Smith Colleges
Bachelors, Economics
George Steinemann George Steinemann's Merrill Lynch Experience April 1999 - December 2002
Job Sr. Vice President at Civista Bank
Industry Banking
Experience
Civista Bank December 2002 - Present
Merrill Lynch April 1999 - December 2002
Steinemann & Company March 1982 - October 1998
Skills
Sailing, Management, Banking, Wealth Management, Credit, Yachting, Sales, Finance, Commercial Lending, Loans, Investments
Education
University of Wisconsin-Madison 1976 — 1978
Master of Arts (MA), Health Services Administration
Hobart and William Smith Colleges 1969 — 1973
Bachelor of Science (BS), Biology, General
Boston University
Certified Financial Planner
Civista Bank December 2002 - Present
Merrill Lynch April 1999 - December 2002
Steinemann & Company March 1982 - October 1998
Skills
Sailing, Management, Banking, Wealth Management, Credit, Yachting, Sales, Finance, Commercial Lending, Loans, Investments
Education
University of Wisconsin-Madison 1976 — 1978
Master of Arts (MA), Health Services Administration
Hobart and William Smith Colleges 1969 — 1973
Bachelor of Science (BS), Biology, General
Boston University
Certified Financial Planner
Christian Higgins's Merrill Lynch Experience May 2015 - June 2015
Job Student at Hobart and William Smith Colleges
Industry Investment Banking
Experience
Merrill Lynch May 2015 - June 2015
Education
Hobart and William Smith Colleges 2013 — 2017
Merrill Lynch May 2015 - June 2015
Education
Hobart and William Smith Colleges 2013 — 2017
Kelly (Bingyu) Xu Kelly (Bingyu) Xu's Merrill Lynch Experience January 2009 - March 2010
Job Senior Financial Analyst at Walt Disney Imagineering
Industry Entertainment
Experience
Walt Disney Imagineering March 2014 - July 2015
Walt Disney Imagineering June 2011 - March 2014
Walt Disney World January 2011 - June 2011
KCAL Insurance Agency March 2010 - June 2010
MassMutual Financial Group January 2010 - March 2010
Merrill Lynch January 2009 - March 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Management, Microsoft Office, Analysis, Forecasting, Corporate Finance, SAP R/3, Finance, SAP Business One, Data Analysis, Budgets, SAP BW, CRM, Customer Service, Investments
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Strategic Management
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science in Finance, 3.9
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2010
Bachelor of Science in Business Administration, Finance, 3.8
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Education Abroad Program, Finance
Walt Disney Imagineering March 2014 - July 2015
Walt Disney Imagineering June 2011 - March 2014
Walt Disney World January 2011 - June 2011
KCAL Insurance Agency March 2010 - June 2010
MassMutual Financial Group January 2010 - March 2010
Merrill Lynch January 2009 - March 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Management, Microsoft Office, Analysis, Forecasting, Corporate Finance, SAP R/3, Finance, SAP Business One, Data Analysis, Budgets, SAP BW, CRM, Customer Service, Investments
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Strategic Management
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science in Finance, 3.9
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2010
Bachelor of Science in Business Administration, Finance, 3.8
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Education Abroad Program, Finance
Mark Valentine Mark Valentine's Merrill Lynch Experience March 2005 - June 2005
Job VP Defined Benefit Sales & Business Development at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions September 2014 - Present
BB&T May 2012 - September 2014
Fifth Third Bank January 2010 - March 2012
Charles Schwab Corporate Services June 2005 - May 2009
Merrill Lynch March 2005 - June 2005
HSBC 2002 - 2005
Fidelity Investments 1997 - 2002
Skills
Pensions, 401k, Public Sector, Defined Benefit, Product Development, Product Management, Consultant Relations, Investment Advisor..., Direct Sales, Sales Management, Cross-functional Team..., Foundation/Endowments, Launching Of New..., Series 65, Retirement, Selling, Wealth Management, Investment Advisory, Investment Strategies, Investments, Investment Management, Fixed Income, Equities, Strategic Financial..., CRM, Competitive Analysis, Financial Services, Retirement Planning, Relationship Management, Financial Advisory, Strategy, Mergers & Acquisitions, Defined Contribution, Series 63, FINRA, Asset Allocation, Securities, Series 6, Alternative Investments, Asset Management, Business Development, Business Planning, Portfolio Management, Retirement Plan..., Sales, Pension Administration
Education
Hobart and William Smith Colleges
BA, Economics
St. Bernard High School - Uncasville, CT
Transamerica Retirement Solutions September 2014 - Present
BB&T May 2012 - September 2014
Fifth Third Bank January 2010 - March 2012
Charles Schwab Corporate Services June 2005 - May 2009
Merrill Lynch March 2005 - June 2005
HSBC 2002 - 2005
Fidelity Investments 1997 - 2002
Skills
Pensions, 401k, Public Sector, Defined Benefit, Product Development, Product Management, Consultant Relations, Investment Advisor..., Direct Sales, Sales Management, Cross-functional Team..., Foundation/Endowments, Launching Of New..., Series 65, Retirement, Selling, Wealth Management, Investment Advisory, Investment Strategies, Investments, Investment Management, Fixed Income, Equities, Strategic Financial..., CRM, Competitive Analysis, Financial Services, Retirement Planning, Relationship Management, Financial Advisory, Strategy, Mergers & Acquisitions, Defined Contribution, Series 63, FINRA, Asset Allocation, Securities, Series 6, Alternative Investments, Asset Management, Business Development, Business Planning, Portfolio Management, Retirement Plan..., Sales, Pension Administration
Education
Hobart and William Smith Colleges
BA, Economics
St. Bernard High School - Uncasville, CT
Alexander Porter Alexander Porter's Merrill Lynch Experience January 2011 - May 2011
Job IR Multimedia Account Manager at NASDAQ OMX
Industry Financial Services
Experience
Nasdaq June 2013 - Present
Change For Kids December 2012 - Present
Thomson Reuters August 2012 - May 2013
Hand in Hand Soap November 2011 - June 2012
Merrill Lynch January 2011 - May 2011
Capital Fortune June 2010 - August 2010
Duxbury Bay Maritime School June 2008 - August 2009
Ski Market October 2006 - March 2008
Skills
Marketing, Salesforce.com, Strategy, Portfolio Management, CRM, Leadership, Finance, Sales, Sales Operations, Mergers & Acquisitions, Valuation, Financial Markets, Business Development, Strategic Partnerships, Market Research, Social Media
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
Tuck School of Business at Dartmouth 2011 — 2011
Finance, Accounting, Marketing, Economics, Global Strategy
Duxbury High School 2005 — 2008
Nasdaq June 2013 - Present
Change For Kids December 2012 - Present
Thomson Reuters August 2012 - May 2013
Hand in Hand Soap November 2011 - June 2012
Merrill Lynch January 2011 - May 2011
Capital Fortune June 2010 - August 2010
Duxbury Bay Maritime School June 2008 - August 2009
Ski Market October 2006 - March 2008
Skills
Marketing, Salesforce.com, Strategy, Portfolio Management, CRM, Leadership, Finance, Sales, Sales Operations, Mergers & Acquisitions, Valuation, Financial Markets, Business Development, Strategic Partnerships, Market Research, Social Media
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
Tuck School of Business at Dartmouth 2011 — 2011
Finance, Accounting, Marketing, Economics, Global Strategy
Duxbury High School 2005 — 2008
Matthew Whitney Matthew Whitney's Merrill Lynch Experience May 2012 - August 2012
Job Incoming Merchandising Executive Trainee at Lord & Taylor
Industry Apparel & Fashion
Experience
Iconix Brand Group June 2014 - August 2014
Great Circle October 2013 - December 2013
Evetos June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Science in Business Administration, Marketing and Operations & Supply Chain Management, Senior
Hong Kong University of Science and Technology - School of Business and Management 2014 — 2014
Exchange Student
Iconix Brand Group June 2014 - August 2014
Great Circle October 2013 - December 2013
Evetos June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Science in Business Administration, Marketing and Operations & Supply Chain Management, Senior
Hong Kong University of Science and Technology - School of Business and Management 2014 — 2014
Exchange Student
Matt Hunter Matt Hunter's Merrill Lynch Experience July 2006 - July 2008
Job Product Experience & Special Projects
Industry Internet
Experience
Jawbone July 2014 - Present
CODE2040 June 2012 - Present
Jawbone February 2012 - July 2014
EightBit.me January 2011 - 2013
textslide October 2010 - 2012
SimpleGeo July 2010 - December 2010
Cork'd June 2009 - August 2009
Merrill Lynch July 2006 - July 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master of Business Administration
The College of New Jersey
Bachelors of Science
一橋大学
Jawbone July 2014 - Present
CODE2040 June 2012 - Present
Jawbone February 2012 - July 2014
EightBit.me January 2011 - 2013
textslide October 2010 - 2012
SimpleGeo July 2010 - December 2010
Cork'd June 2009 - August 2009
Merrill Lynch July 2006 - July 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master of Business Administration
The College of New Jersey
Bachelors of Science
一橋大学
Isabelle Gendron M.B.A.'s Merrill Lynch Experience June 2001 - June 2004
Job Gestionnaire de portefeuille / Portfolio Manager BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Gestion de patrimoine - Nesbitt Burns January 2006 - Present
Merrill Lynch June 2001 - June 2004
Skills
Investments, Wealth Management, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Asset Management, Securities, Fixed Income, Capital Markets, Investissements, Finance, Investment Banking, Capitaux propres, Gestion de portefeuille
Education
McGill University - Desautels Faculty of Management 2004 — 2005
M.B.A., Finance
HEC Montreal 1998 — 2001
B.A.A., Finance
CÉGEP Édouard-Montpetit 1996 — 1998
D.E.C., Science nature
Collège Durocher 1990 — 1996
Diplôme d'études secondaires, Diplômes et certificats d''études secondaires / secondaires, Médaille du Gouverneur
BMO Gestion de patrimoine - Nesbitt Burns January 2006 - Present
Merrill Lynch June 2001 - June 2004
Skills
Investments, Wealth Management, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Asset Management, Securities, Fixed Income, Capital Markets, Investissements, Finance, Investment Banking, Capitaux propres, Gestion de portefeuille
Education
McGill University - Desautels Faculty of Management 2004 — 2005
M.B.A., Finance
HEC Montreal 1998 — 2001
B.A.A., Finance
CÉGEP Édouard-Montpetit 1996 — 1998
D.E.C., Science nature
Collège Durocher 1990 — 1996
Diplôme d'études secondaires, Diplômes et certificats d''études secondaires / secondaires, Médaille du Gouverneur
TJ Kaszubski's Merrill Lynch Experience May 2015 - August 2015
Job GWM Advisory Intern at Merrill Lynch
Industry
Experience
Merrill Lynch May 2015 - August 2015
Skills
Microsoft Excel, PowerPoint, Social Media, Event Planning, Social Networking, Leadership, Social Media Marketing, Economics, Facebook, Microsoft Word, Microsoft Office, Research, Public Speaking, Marketing, Environmental Awareness, Environmental Science
Education
Hobart College 2012 — 2016
Economics and Environmental Studies
Merrill Lynch May 2015 - August 2015
Skills
Microsoft Excel, PowerPoint, Social Media, Event Planning, Social Networking, Leadership, Social Media Marketing, Economics, Facebook, Microsoft Word, Microsoft Office, Research, Public Speaking, Marketing, Environmental Awareness, Environmental Science
Education
Hobart College 2012 — 2016
Economics and Environmental Studies
Clarissa Sullivan's Merrill Lynch Experience May 2013 - August 2013
Job Marketing Intern at FTI Consulting / MSc Marketing Candidate at Queen Mary, U. of London
Industry Marketing and Advertising
Experience
FTI Consulting June 2015 - Present
IBM January 2015 - February 2015
Merrill Lynch May 2013 - August 2013
Judianne Hare September 2009 - August 2013
Merrill Lynch March 2012 - April 2012
Skills
PowerPoint, SPSS, Microsoft Excel, Marketing, Social Media, Marketing Communications, Social Media Marketing, Digital Marketing, Marketing Strategy, Project Management, Salesforce.com, Microsoft Office, Time Management, Social Networking, Teamwork, Public Speaking
Education
Queen Mary, U. of London 2014 — 2015
Master’s Degree, MSc Marketing, Distinction - Expected September, 2015
High Point University 2010 — 2014
Bachelor of Science, Business Administration (B.S.B.A.), Business Administration and Management, General
Oxford Brookes University 2012 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Junior
Lawrence High School 2006 — 2010
High School, GPA 3.714 A Level Equivalent 320 UCAS points
FTI Consulting June 2015 - Present
IBM January 2015 - February 2015
Merrill Lynch May 2013 - August 2013
Judianne Hare September 2009 - August 2013
Merrill Lynch March 2012 - April 2012
Skills
PowerPoint, SPSS, Microsoft Excel, Marketing, Social Media, Marketing Communications, Social Media Marketing, Digital Marketing, Marketing Strategy, Project Management, Salesforce.com, Microsoft Office, Time Management, Social Networking, Teamwork, Public Speaking
Education
Queen Mary, U. of London 2014 — 2015
Master’s Degree, MSc Marketing, Distinction - Expected September, 2015
High Point University 2010 — 2014
Bachelor of Science, Business Administration (B.S.B.A.), Business Administration and Management, General
Oxford Brookes University 2012 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Junior
Lawrence High School 2006 — 2010
High School, GPA 3.714 A Level Equivalent 320 UCAS points
Christian Godin's Merrill Lynch Experience 1999 - 2001
Job SVP & Head of Equities Montrusco Bolton
Industry Investment Management
Experience
Montrusco Bolton September 2009 - Present
Montrusco Bolton January 2002 - September 2009
Montrusco Bolton January 2001 - January 2002
Merrill Lynch 1999 - 2001
Midland Walwyn 1996 - 1999
CTI CAPITAL 1993 - 1996
Skills
Portfolio Management, Equities, Equity Research, Investments, Financial Modeling, Asset Managment, Financial Analysis, Investment Management, Valuation, Equity Valuation, Global Macro, People Management
Education
HEC Montréal 1990 — 1993
MSc, Finance
Université du Québec à Montréal 1987 — 1990
Bachelor, Administration
Montrusco Bolton September 2009 - Present
Montrusco Bolton January 2002 - September 2009
Montrusco Bolton January 2001 - January 2002
Merrill Lynch 1999 - 2001
Midland Walwyn 1996 - 1999
CTI CAPITAL 1993 - 1996
Skills
Portfolio Management, Equities, Equity Research, Investments, Financial Modeling, Asset Managment, Financial Analysis, Investment Management, Valuation, Equity Valuation, Global Macro, People Management
Education
HEC Montréal 1990 — 1993
MSc, Finance
Université du Québec à Montréal 1987 — 1990
Bachelor, Administration
James Hollyday's Merrill Lynch Experience September 2009 - November 2009
Job Audience Manager Consultant at Adobe
Industry Internet
Experience
Audience Manager at Adobe November 2014 - Present
adMarketplace October 2013 - November 2014
Operative Media June 2011 - October 2013
Iroquois Capital June 2010 - August 2010
Merrill Lynch September 2009 - November 2009
Skills
Salesforce.com, Analytics, Online Advertising, Digital Marketing, Digital Strategy, Account Management, Online Marketing, Consulting, R&B, Contract Management, Sales Operations, Search Advertising, Project Management, Sales, Advertising, Marketing
Education
Hobart and William Smith Colleges 2007 — 2011
Bachelor of Arts, Political Science, Economics
Audience Manager at Adobe November 2014 - Present
adMarketplace October 2013 - November 2014
Operative Media June 2011 - October 2013
Iroquois Capital June 2010 - August 2010
Merrill Lynch September 2009 - November 2009
Skills
Salesforce.com, Analytics, Online Advertising, Digital Marketing, Digital Strategy, Account Management, Online Marketing, Consulting, R&B, Contract Management, Sales Operations, Search Advertising, Project Management, Sales, Advertising, Marketing
Education
Hobart and William Smith Colleges 2007 — 2011
Bachelor of Arts, Political Science, Economics
Nick Worthing Nick Worthing's Merrill Lynch Experience January 2009 - January 2010
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2013 - Present
Wells Fargo April 2013 - Present
Wells Fargo Bank October 2011 - May 2012
Merrill Lynch January 2009 - January 2010
Skills
Financial Analysis, Finance, Bloomberg, Banking, Loans, Financial Risk, Relationship Management, Market Research, Credit, Credit Risk, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Investment Banking, Series 7, Life Insurance, Analysis
Education
Hawaii Pacific University 2010 — 2012
MBA, Finance
University of Nevada-Reno 2005 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo November 2013 - Present
Wells Fargo April 2013 - Present
Wells Fargo Bank October 2011 - May 2012
Merrill Lynch January 2009 - January 2010
Skills
Financial Analysis, Finance, Bloomberg, Banking, Loans, Financial Risk, Relationship Management, Market Research, Credit, Credit Risk, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Investment Banking, Series 7, Life Insurance, Analysis
Education
Hawaii Pacific University 2010 — 2012
MBA, Finance
University of Nevada-Reno 2005 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Mark Mangino Mark Mangino's Merrill Lynch Experience 1999 - 2003
Job Regional Managing Director at RGP CT, MA & Toronto
Industry Management Consulting
Experience
Resources Global Professionals March 2014 - Present
Resources Global Professionals March 2014 - March 2014
SAC Capital 2005 - 2006
JPMorgan 2003 - 2005
Merrill Lynch 1999 - 2003
Lehman Brothers August 1996 - August 1999
New York City Cyclones 1995 - 1998
Morgan Stanley 1993 - 1996
Skills
Private Equity, Hedge Funds, Professional Services, Alternative Investments, Investments, Asset Management, Customer Service, Consultative Selling, Account Management, Capital Markets, Sales Management, New Business Development, Mutual Funds, Customer Satisfaction, Solution Selling, Debt, Problem Solving, PowerPoint, Team Building, Market Planning, Fixed Income, Asset Managment, Financial Services, Internal Audit, Forecasting, Leadership, Management Consulting, Financial Analysis, Risk Management, Selling, Financial Modeling, Due Diligence, Executive Management, Strategy, Management, Sales, Finance
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Economics
The Trinity-Pawling School 1987 — 1989
St. Mary's 1984 — 1988
Resources Global Professionals March 2014 - Present
Resources Global Professionals March 2014 - March 2014
SAC Capital 2005 - 2006
JPMorgan 2003 - 2005
Merrill Lynch 1999 - 2003
Lehman Brothers August 1996 - August 1999
New York City Cyclones 1995 - 1998
Morgan Stanley 1993 - 1996
Skills
Private Equity, Hedge Funds, Professional Services, Alternative Investments, Investments, Asset Management, Customer Service, Consultative Selling, Account Management, Capital Markets, Sales Management, New Business Development, Mutual Funds, Customer Satisfaction, Solution Selling, Debt, Problem Solving, PowerPoint, Team Building, Market Planning, Fixed Income, Asset Managment, Financial Services, Internal Audit, Forecasting, Leadership, Management Consulting, Financial Analysis, Risk Management, Selling, Financial Modeling, Due Diligence, Executive Management, Strategy, Management, Sales, Finance
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Economics
The Trinity-Pawling School 1987 — 1989
St. Mary's 1984 — 1988
Joseph Joey Smith Joseph Joey Smith's Merrill Lynch Experience 1982 - 1986
Job Director at Cassel Salpeter & Co.
Industry Investment Banking
Experience
Cassel Salpeter & Co. November 2011 - Present
Catalyst Financial, LLC September 2009 - October 2011
Capital City Partners, Inc. November 2003 - August 2009
William R. Hough & Co 2001 - October 2003
First Equity Corporation of Florida 1990 - 2000
Shearson Lehman Brothers 1987 - 1989
Merrill Lynch 1982 - 1986
Skills
Origination, Teamwork, Closing Deals, Investment Banking, Loan Origination, Private Equity, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Private Placements, Finance, Financial Modeling, Business Valuation, Securities, Deal Closure, Structured Finance, Investments, IPO, Capital Raising, Financial Structuring, Restructuring, M&A experience, Corporate Finance, Corporate Development, Divestitures, Strategy, Equities, LBO, Venture Capital, Capital, Capital Markets, Executive Management, Portfolio Management, Leadership, Alternative Investments, Emerging Markets, Fixed Income, Financial Advisory, Financial Analysis, Management, Business Strategy, Strategic Planning, Financial Services, Business Planning, Banking, Funding, Business Development, Strategic Partnerships, Business
Education
Hobart and William Smith Colleges 1977 — 1981
BA, History
Ransom Everglades School 1975 — 1977
High School
Cassel Salpeter & Co. November 2011 - Present
Catalyst Financial, LLC September 2009 - October 2011
Capital City Partners, Inc. November 2003 - August 2009
William R. Hough & Co 2001 - October 2003
First Equity Corporation of Florida 1990 - 2000
Shearson Lehman Brothers 1987 - 1989
Merrill Lynch 1982 - 1986
Skills
Origination, Teamwork, Closing Deals, Investment Banking, Loan Origination, Private Equity, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Private Placements, Finance, Financial Modeling, Business Valuation, Securities, Deal Closure, Structured Finance, Investments, IPO, Capital Raising, Financial Structuring, Restructuring, M&A experience, Corporate Finance, Corporate Development, Divestitures, Strategy, Equities, LBO, Venture Capital, Capital, Capital Markets, Executive Management, Portfolio Management, Leadership, Alternative Investments, Emerging Markets, Fixed Income, Financial Advisory, Financial Analysis, Management, Business Strategy, Strategic Planning, Financial Services, Business Planning, Banking, Funding, Business Development, Strategic Partnerships, Business
Education
Hobart and William Smith Colleges 1977 — 1981
BA, History
Ransom Everglades School 1975 — 1977
High School
Allison Brucato Allison Brucato's Merrill Lynch Experience June 2007 - August 2007
Job Special Events Manager at Free Arts NYC
Industry
Experience
Free Arts NYC January 2013 - Present
Free Arts NYC September 2010 - Present
King Street Capital Management March 2009 - September 2010
Merrill Lynch June 2007 - August 2007
Skills
Social Media, PowerPoint, Event Management, Public Relations, Editing, Marketing, Event Planning, Press Releases, Fundraising, Social Media Marketing, Volunteer Management, Nonprofits, Social Networking
Education
Hobart and William Smith Colleges 2004 — 2008
BA, Economics, American Studies
Free Arts NYC January 2013 - Present
Free Arts NYC September 2010 - Present
King Street Capital Management March 2009 - September 2010
Merrill Lynch June 2007 - August 2007
Skills
Social Media, PowerPoint, Event Management, Public Relations, Editing, Marketing, Event Planning, Press Releases, Fundraising, Social Media Marketing, Volunteer Management, Nonprofits, Social Networking
Education
Hobart and William Smith Colleges 2004 — 2008
BA, Economics, American Studies
Patrice Bigbee's Merrill Lynch Experience March 2009 - December 2009
Job Office Administrator
Industry Recreational Facilities and Services
Experience
Safeway June 2013 - Present
City of San Jose 2002 - 2013
San Jose Medical Group December 2011 - January 2012
Cepheid January 2011 - December 2011
Merrill Lynch March 2009 - December 2009
Abacus Electronics November 2006 - March 2009
Berger Manufacturing 1999 - 2004
Skills
Microsoft Office, Excel, Word, Data Entry, Typing, PowerPoint, Answering Phones, File Systems, QAD, IDX, Quickbooks, Timeliness, Trend Micro, HIPAA, Medical Billing, Medical Terminology, Microsoft Excel, Telephone Skills, QuickBooks, Social Media, Microsoft Word
Education
Heald College 2010 — 2012
A.A.S Degree, Medical Insurance Billing and Coding
Heald College 2010 — 2012
A.A.S Degree, Business Administration
Safeway June 2013 - Present
City of San Jose 2002 - 2013
San Jose Medical Group December 2011 - January 2012
Cepheid January 2011 - December 2011
Merrill Lynch March 2009 - December 2009
Abacus Electronics November 2006 - March 2009
Berger Manufacturing 1999 - 2004
Skills
Microsoft Office, Excel, Word, Data Entry, Typing, PowerPoint, Answering Phones, File Systems, QAD, IDX, Quickbooks, Timeliness, Trend Micro, HIPAA, Medical Billing, Medical Terminology, Microsoft Excel, Telephone Skills, QuickBooks, Social Media, Microsoft Word
Education
Heald College 2010 — 2012
A.A.S Degree, Medical Insurance Billing and Coding
Heald College 2010 — 2012
A.A.S Degree, Business Administration
Alexander Galasso's Merrill Lynch Experience March 2013 - Present
Job Private Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Merrill Lynch May 2012 - August 2012
St. James's Place Wealth Management June 2010 - August 2010
Deutsche Bank August 2008 - August 2008
Skills
Bloomberg, Investments, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Series 63, Equities, Trading, Alternative Investments, Equity Research
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
Kent School 2004 — 2008
Merrill Lynch March 2013 - Present
Merrill Lynch May 2012 - August 2012
St. James's Place Wealth Management June 2010 - August 2010
Deutsche Bank August 2008 - August 2008
Skills
Bloomberg, Investments, Series 7, Asset Allocation, Investment Strategies, Wealth Management, Series 63, Equities, Trading, Alternative Investments, Equity Research
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
Kent School 2004 — 2008
Patrick F. Donovan Patrick F. Donovan's Merrill Lynch Experience March 2007 - Present
Job Financial Advisor at Merrill Lynch with 27 years Wall Street experience
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Maxcor Financial Group July 1996 - May 2005
Dain Bosworth January 1995 - July 1996
First Boston August 1985 - December 1994
Odell, Roper and Associates May 1983 - July 1985
Education
The Catholic University of America 1982 — 1984
M.A., Politics
Hillsdale College 1978 — 1982
BA, History and Political Economy
South Side High School, Rockville Centre, NY 1975 — 1978
Merrill Lynch March 2007 - Present
Maxcor Financial Group July 1996 - May 2005
Dain Bosworth January 1995 - July 1996
First Boston August 1985 - December 1994
Odell, Roper and Associates May 1983 - July 1985
Education
The Catholic University of America 1982 — 1984
M.A., Politics
Hillsdale College 1978 — 1982
BA, History and Political Economy
South Side High School, Rockville Centre, NY 1975 — 1978
Nick Sponseller's Merrill Lynch Experience June 2015 - August 2015
Job Current Junior at Hillsdale College
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Omni Metals Laboratory Inc. May 2010 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Management, Research, Leadership, Photoshop, English, Process Improvement, Teamwork
Education
Hillsdale College 2012 — 2016
Bachelor of Arts (BA), Finance and Financial Management Services
Hillsdale College 2012 — 2016
Finance and Financial Management Services
Merrill Lynch June 2015 - August 2015
Omni Metals Laboratory Inc. May 2010 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Management, Research, Leadership, Photoshop, English, Process Improvement, Teamwork
Education
Hillsdale College 2012 — 2016
Bachelor of Arts (BA), Finance and Financial Management Services
Hillsdale College 2012 — 2016
Finance and Financial Management Services
Terri Pardo-Jose Terri Pardo-Jose's Merrill Lynch Experience September 1993 - Present
Job Learning Consultant/Facilitator at Merrill Lynch
Industry Banking
Experience
Bank of America September 1993 - Present
Merrill Lynch September 1993 - Present
Skills
Facilitator of..., Experienced Trainer for..., Certified Franklin..., New Hire Training for..., Executive Coaching, Performance Consulting, Development and..., Development and..., Expert in relationship..., Presentation Coaching, Time Management Training, Sales Process, Instructional Design, Program Implementation
Education
Highline Community College 1978 — 1981
Fashion Merchandising
Bank of America September 1993 - Present
Merrill Lynch September 1993 - Present
Skills
Facilitator of..., Experienced Trainer for..., Certified Franklin..., New Hire Training for..., Executive Coaching, Performance Consulting, Development and..., Development and..., Expert in relationship..., Presentation Coaching, Time Management Training, Sales Process, Instructional Design, Program Implementation
Education
Highline Community College 1978 — 1981
Fashion Merchandising
Jessica Warner Jessica Warner's Merrill Lynch Experience August 2010 - December 2010
Job Securities Based Lending (SBL) Credit Underwriter at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America July 2011 - June 2013
Merrill Lynch August 2010 - December 2010
Medical Mutual of Ohio May 2010 - August 2010
CVS September 2005 - August 2009
Skills
Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Credit, Banking, Leadership
Education
High Point University 2007 — 2011
B.S., Actuarial Science and Finance
Bank of America July 2013 - Present
Bank of America July 2011 - June 2013
Merrill Lynch August 2010 - December 2010
Medical Mutual of Ohio May 2010 - August 2010
CVS September 2005 - August 2009
Skills
Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Credit, Banking, Leadership
Education
High Point University 2007 — 2011
B.S., Actuarial Science and Finance
Heather Rockwell (Bayless) Heather Rockwell (Bayless)'s Merrill Lynch Experience June 2011 - September 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 2011 - September 2013
TD Ameritrade January 2005 - January 2010
Skills
Credit Risk, Team Management, Brokerage, Options, Securities Regulation, Regulatory Compliance, Customer Service, Clearing Houses, Administrative..., Financial Services, Cashiering, Internal Audit, Equity Trading, Mathematics, Office Administration, Microsoft Office, Policy Writing, Retirement Solutions
Education
The University of Texas at Arlington 2002 — 2003
44 hours towards a BS in Mathematics, Mathematics, 3.6
Hill College 2001 — 2002
47 hours towards a BS in Mathematics, Mathematics, 3.4
Merrill Lynch June 2011 - September 2013
TD Ameritrade January 2005 - January 2010
Skills
Credit Risk, Team Management, Brokerage, Options, Securities Regulation, Regulatory Compliance, Customer Service, Clearing Houses, Administrative..., Financial Services, Cashiering, Internal Audit, Equity Trading, Mathematics, Office Administration, Microsoft Office, Policy Writing, Retirement Solutions
Education
The University of Texas at Arlington 2002 — 2003
44 hours towards a BS in Mathematics, Mathematics, 3.6
Hill College 2001 — 2002
47 hours towards a BS in Mathematics, Mathematics, 3.4
Raphael Thiney Raphael Thiney's Merrill Lynch Experience September 1998 - June 1999
Job Seasoned Developer/Manager/Consultant Finance/Healthcare
Industry Financial Services
Experience
Aksia LLC August 2008 - April 2012
Cerberus Capital Management 2005 - 2007
Credit Suisse Asset Management March 2004 - December 2005
Credit Suisse Asset Management March 2004 - December 2005
CapitalThinking June 1999 - December 2003
Merrill Lynch September 1998 - June 1999
NewsCorp August 1997 - June 1998
eConnection 1996 - 1997
Skills
CMS, Intranet, Extranet, Microsoft Office, Portals, Start-ups, Problem Solving, Team Building, Teamwork, .NET, C#, ADO.NET, AJAX.NET, TFS, Log4Net, ASP.NET MVC, Lucene, MVC, Adobe LiveCycle Designer, Factiva, BPM, Windows Azure, SQL Azure, Visual C#, Agile Project Management, Project Management, Virtual Teams, Web Services, JavaScript, SQL, ASP.NET, Business Process Design, Microsoft SQL Server, SDLC, Software Development, Visual Studio, Web Applications, jQuery, Integration, Visio, AJAX, VB.NET, IT Management, Business Process, SharePoint, Architecture, MS Project, Application Architecture, WCF, SOA
Education
Hobart and William Smith College 1992 — 1996
Bachelors, Computer Science
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Computer Science
Aksia LLC August 2008 - April 2012
Cerberus Capital Management 2005 - 2007
Credit Suisse Asset Management March 2004 - December 2005
Credit Suisse Asset Management March 2004 - December 2005
CapitalThinking June 1999 - December 2003
Merrill Lynch September 1998 - June 1999
NewsCorp August 1997 - June 1998
eConnection 1996 - 1997
Skills
CMS, Intranet, Extranet, Microsoft Office, Portals, Start-ups, Problem Solving, Team Building, Teamwork, .NET, C#, ADO.NET, AJAX.NET, TFS, Log4Net, ASP.NET MVC, Lucene, MVC, Adobe LiveCycle Designer, Factiva, BPM, Windows Azure, SQL Azure, Visual C#, Agile Project Management, Project Management, Virtual Teams, Web Services, JavaScript, SQL, ASP.NET, Business Process Design, Microsoft SQL Server, SDLC, Software Development, Visual Studio, Web Applications, jQuery, Integration, Visio, AJAX, VB.NET, IT Management, Business Process, SharePoint, Architecture, MS Project, Application Architecture, WCF, SOA
Education
Hobart and William Smith College 1992 — 1996
Bachelors, Computer Science
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Computer Science
Doris Brophy's Merrill Lynch Experience 1988 - 1994
Job
Industry Information Technology and Services
Experience
Stark Investments 1999 - 2002
Deutsche Bank 1996 - 1999
JPMorgan 1994 - 1996
Merrill Lynch 1988 - 1994
DalComp 1986 - 1987
Chemical Bank 1985 - 1986
Skills
Project Management, Business Intelligence, Derivatives, Business Strategy, Management, Leadership, Team Building, Marketing, Analytics, Budgets
Education
Hiram College 1980 — 1984
BA
Glen Rock Jr Sr High School
Rutgers University-New Brunswick
Ph.D. Candidate
Stark Investments 1999 - 2002
Deutsche Bank 1996 - 1999
JPMorgan 1994 - 1996
Merrill Lynch 1988 - 1994
DalComp 1986 - 1987
Chemical Bank 1985 - 1986
Skills
Project Management, Business Intelligence, Derivatives, Business Strategy, Management, Leadership, Team Building, Marketing, Analytics, Budgets
Education
Hiram College 1980 — 1984
BA
Glen Rock Jr Sr High School
Rutgers University-New Brunswick
Ph.D. Candidate
Gerry Stone's Merrill Lynch Experience January 2006 - October 2011
Job Chief Operating Officer, Global Wholesale Banking T&O / Markets MO & Ops at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America October 2011 - August 2014
Bank of America January 2009 - October 2011
Merrill Lynch January 2006 - October 2011
Merrill Lynch February 2004 - January 2006
CIBC September 1997 - January 2004
Lloyds TSB August 1993 - September 1997
Lloyds TSB August 1992 - August 1993
Lloyds Bank August 1991 - August 1992
Skills
Change Management, Technology Management, Capital Markets, Financial Services, Management, Mergers, M&A Integration, Capital Markets..., Service Delivery, Business Transformation, Organizational Design, Mergers & Acquisitions, Business Management, IT Transformation, Organizational change, Financial sector, Technology Strategy..., Service Management, Business Operations, Wealth Management, Change Leadership, Retail Banking, Commercial Banking, Strategy, Governance, Investment Banking, Fixed Income, Integration, PMO, Infrastructure, Portfolio Management, Project Portfolio..., SDLC, Vendor Management, Equities, Trading Systems, Leadership, Risk Management, Banking, ITIL, Enterprise Software, Outsourcing, Acquisition Integration, Executive Management, Global Vision, Vision Development
Education
Henley Business School 1996 — 1996
Exec Dip, Business Administration
University of Westminster 1992 — 1994
Pg Dip, Human Resource Management
University College Dublin 1987 — 1990
BA, Psychology, Statistics
Belvedere College 1981 — 1987
Bank of America April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America October 2011 - August 2014
Bank of America January 2009 - October 2011
Merrill Lynch January 2006 - October 2011
Merrill Lynch February 2004 - January 2006
CIBC September 1997 - January 2004
Lloyds TSB August 1993 - September 1997
Lloyds TSB August 1992 - August 1993
Lloyds Bank August 1991 - August 1992
Skills
Change Management, Technology Management, Capital Markets, Financial Services, Management, Mergers, M&A Integration, Capital Markets..., Service Delivery, Business Transformation, Organizational Design, Mergers & Acquisitions, Business Management, IT Transformation, Organizational change, Financial sector, Technology Strategy..., Service Management, Business Operations, Wealth Management, Change Leadership, Retail Banking, Commercial Banking, Strategy, Governance, Investment Banking, Fixed Income, Integration, PMO, Infrastructure, Portfolio Management, Project Portfolio..., SDLC, Vendor Management, Equities, Trading Systems, Leadership, Risk Management, Banking, ITIL, Enterprise Software, Outsourcing, Acquisition Integration, Executive Management, Global Vision, Vision Development
Education
Henley Business School 1996 — 1996
Exec Dip, Business Administration
University of Westminster 1992 — 1994
Pg Dip, Human Resource Management
University College Dublin 1987 — 1990
BA, Psychology, Statistics
Belvedere College 1981 — 1987
Dan Eyre's Merrill Lynch Experience July 2006 - January 2007
Job Financial Examiner
Industry Financial Services
Experience
Department of Financial Institutions September 2011 - Present
Bank of America July 2007 - January 2009
Countrywide Home Loans January 2007 - July 2007
Merrill Lynch July 2006 - January 2007
Education
Hawaii Pacific University 2005 — 2006
Department of Financial Institutions September 2011 - Present
Bank of America July 2007 - January 2009
Countrywide Home Loans January 2007 - July 2007
Merrill Lynch July 2006 - January 2007
Education
Hawaii Pacific University 2005 — 2006
Claudie Johnson's Merrill Lynch Experience November 2005 - August 2008
Job Managing Director at JareMarc Advisors, L.L.C.
Industry Financial Services
Experience
JareMarc Advisors, L.L.C. July 2011 - Present
Fifth Third Bank August 2008 - July 2011
Merrill Lynch November 2005 - August 2008
Wachovia Bank August 1998 - November 2005
KeyBank June 1987 - August 1998
Skills
Series 7, Wealth Management, Series 65, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, Retirement, Investments, Portfolio Management, Financial Advisory, Fixed Annuities, Mortgage Lending, Mutual Funds, Investment Management, Wealth, Financial Risk, Investment Advisory, Finance, High Net Worth..., Small Business, Risk Management, Certified Financial..., Leadership, Private Banking, Loans, Financial Services, Financial Analysis, Investment Strategies, Securities, 401k, Alternative Investments, Asset Management, Uniform Combined State..., Relationship Management, Commercial Lending, FINRA, Credit, Banking, Small Business Lending, Equities, Financial Planning
Education
Heidelberg College 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
JareMarc Advisors, L.L.C. July 2011 - Present
Fifth Third Bank August 2008 - July 2011
Merrill Lynch November 2005 - August 2008
Wachovia Bank August 1998 - November 2005
KeyBank June 1987 - August 1998
Skills
Series 7, Wealth Management, Series 65, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, Retirement, Investments, Portfolio Management, Financial Advisory, Fixed Annuities, Mortgage Lending, Mutual Funds, Investment Management, Wealth, Financial Risk, Investment Advisory, Finance, High Net Worth..., Small Business, Risk Management, Certified Financial..., Leadership, Private Banking, Loans, Financial Services, Financial Analysis, Investment Strategies, Securities, 401k, Alternative Investments, Asset Management, Uniform Combined State..., Relationship Management, Commercial Lending, FINRA, Credit, Banking, Small Business Lending, Equities, Financial Planning
Education
Heidelberg College 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Tina Conway's Merrill Lynch Experience June 2005 - June 2009
Job Human Resources Manager at Bank of America
Industry Human Resources
Experience
Bank of America July 2010 - Present
AllianceBernstein June 2009 - June 2010
Merrill Lynch June 2005 - June 2009
FedEx Express 1993 - December 2003
FedEx Express October 1987 - 1993
Skills
Human Resources, Strategic Planning, Performance Management, Employee Relations, Talent Acquisition, Recruiting, Talent Management, Succession Planning, Employee Benefits, Onboarding, Employee Engagement, Workforce Planning, HRIS, Deferred Compensation, College Recruiting, Personnel Management, Organizational Design, Benefits Administration
Education
Syracuse University 2004 — 2005
Bachelor of Arts (BA), Sociology
Highline Community College 2002 — 2003
Associate of Arts
Bank of America July 2010 - Present
AllianceBernstein June 2009 - June 2010
Merrill Lynch June 2005 - June 2009
FedEx Express 1993 - December 2003
FedEx Express October 1987 - 1993
Skills
Human Resources, Strategic Planning, Performance Management, Employee Relations, Talent Acquisition, Recruiting, Talent Management, Succession Planning, Employee Benefits, Onboarding, Employee Engagement, Workforce Planning, HRIS, Deferred Compensation, College Recruiting, Personnel Management, Organizational Design, Benefits Administration
Education
Syracuse University 2004 — 2005
Bachelor of Arts (BA), Sociology
Highline Community College 2002 — 2003
Associate of Arts
Tido Meyerhoff's Merrill Lynch Experience July 1993 - August 1995
Job Board Member at Gogotech
Industry Financial Services
Experience
Gogotech January 2013 - Present
SHR Capital Partners January 2011 - Present
Property Value Insurance Co June 2011 - November 2014
White Bear Partners January 2009 - October 2010
Swiss Re October 2001 - March 2008
JP Morgan Chase September 2000 - September 2001
The Chase Manhattan Bank September 1995 - August 2000
Merrill Lynch July 1993 - August 1995
Skills
Capital Markets, Structured Finance, Reinsurance, Risk Management, Fixed Income, Asset Management, Banking, Insurance, Management, Portfolio Management, Financial Risk, Hedge Funds, Corporate Finance, Underwriting, Private Equity, Financial Modeling, Derivatives, Financial Services, Valuation, Due Diligence, Investments, Mergers & Acquisitions, Alternative Investments, Investment Banking
Education
Isenberg School of Management, UMass Amherst 1991 — 1993
MBA, Business
Waseda University 1990 — 1991
Commerce
Heidelberg University 1985 — 1989
Vordiplom, Economics
Gogotech January 2013 - Present
SHR Capital Partners January 2011 - Present
Property Value Insurance Co June 2011 - November 2014
White Bear Partners January 2009 - October 2010
Swiss Re October 2001 - March 2008
JP Morgan Chase September 2000 - September 2001
The Chase Manhattan Bank September 1995 - August 2000
Merrill Lynch July 1993 - August 1995
Skills
Capital Markets, Structured Finance, Reinsurance, Risk Management, Fixed Income, Asset Management, Banking, Insurance, Management, Portfolio Management, Financial Risk, Hedge Funds, Corporate Finance, Underwriting, Private Equity, Financial Modeling, Derivatives, Financial Services, Valuation, Due Diligence, Investments, Mergers & Acquisitions, Alternative Investments, Investment Banking
Education
Isenberg School of Management, UMass Amherst 1991 — 1993
MBA, Business
Waseda University 1990 — 1991
Commerce
Heidelberg University 1985 — 1989
Vordiplom, Economics
Graham Murray, AIF, CSNA's Merrill Lynch Experience November 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Morgan Stanley May 2000 - November 2007
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Hedge Funds
Education
Hobart and William Smith Colleges
Merrill Lynch November 2007 - Present
Morgan Stanley May 2000 - November 2007
Skills
Series 7, Alternative Investments, Wealth Management, Series 63, Hedge Funds
Education
Hobart and William Smith Colleges
Danièle Poirier's Merrill Lynch Experience May 1996 - July 2001
Job Directeur at Caisse de dépôt et placement du Québec
Industry Investment Management
Experience
Caisse de dépôt et placement du Québec AnalysteDundee SecuritiesSeptember 2001 - August 2006
Merrill Lynch May 1996 - July 2001
Skills
Portfolio Management, Alternative Investments
Education
Université de Montréal - HEC Montréal 1989 — 1994
Msc, Economie et finance
Caisse de dépôt et placement du Québec AnalysteDundee SecuritiesSeptember 2001 - August 2006
Merrill Lynch May 1996 - July 2001
Skills
Portfolio Management, Alternative Investments
Education
Université de Montréal - HEC Montréal 1989 — 1994
Msc, Economie et finance
Evelyne Estey's Merrill Lynch Experience 1983 - 2002
Job Chief Financial and Operating Officer at Lycée Français de New York
Industry Nonprofit Organization Management
Experience
Lycée Français de New York April 2012 - Present
Barclays Capital July 2009 - March 2012
Neuberger Berman 2004 - 2006
Lehman Brothers 2004 - 2006
Merrill Lynch 1983 - 2002
Education
HEC Paris 1978 — 1981
M.S., Business
Lycée Français de New York April 2012 - Present
Barclays Capital July 2009 - March 2012
Neuberger Berman 2004 - 2006
Lehman Brothers 2004 - 2006
Merrill Lynch 1983 - 2002
Education
HEC Paris 1978 — 1981
M.S., Business
Liem Vuong's Merrill Lynch Experience 2006 - 2008
Job Strategy Planning and Project Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - 2012
Bank of America Merrill Lynch 2008 - 2008
Merrill Lynch 2006 - 2008
Skills
Strategic Planning and..., Project / Program..., Business Culture..., Post-merger Integration..., Management and..., Risk Scenario Planning..., Wealth Management,...
Education
The Wharton School, University of Pennsylvania 2002 — 2006
Bachelor of Science in Economics, Concentrations in Finance & Management
Hong Kong University of Science and Technology - School of Business and Management 2004 — 2004
Bank of America Merrill Lynch 2009 - 2012
Bank of America Merrill Lynch 2008 - 2008
Merrill Lynch 2006 - 2008
Skills
Strategic Planning and..., Project / Program..., Business Culture..., Post-merger Integration..., Management and..., Risk Scenario Planning..., Wealth Management,...
Education
The Wharton School, University of Pennsylvania 2002 — 2006
Bachelor of Science in Economics, Concentrations in Finance & Management
Hong Kong University of Science and Technology - School of Business and Management 2004 — 2004
Denis Frelinghuysen's Merrill Lynch Experience 2010 - 2012
Job Managing Director at Forefront Capital
Industry Financial Services
Experience
Forefront Capital May 2014 - Present
Westport Funding LLC May 2014 - May 2014
Merrill Lynch 2010 - 2012
PortfolioMX July 2007 - July 2010
Skills
Wealth Management, Strategic Financial..., Series 7, Investments, Property Management, Renewable Energy, Environmental Awareness, Asset Management, Series 63, Due Diligence, Finance, Portfolio Management, Private Equity, Alternative Investments, Equities
Education
Hobart College
Bachelor of Arts (B.A.), Urban Studies
Forefront Capital May 2014 - Present
Westport Funding LLC May 2014 - May 2014
Merrill Lynch 2010 - 2012
PortfolioMX July 2007 - July 2010
Skills
Wealth Management, Strategic Financial..., Series 7, Investments, Property Management, Renewable Energy, Environmental Awareness, Asset Management, Series 63, Due Diligence, Finance, Portfolio Management, Private Equity, Alternative Investments, Equities
Education
Hobart College
Bachelor of Arts (B.A.), Urban Studies
Kevin Porter's Merrill Lynch Experience 2005 - 2008
Job Managing Director at MC Five Mile
Industry Real Estate
Experience
MC Five Mile 2013 - Present
Bank of America Merrill Lynch 2008 - 2012
Merrill Lynch 2005 - 2008
Standard & Poor's 2002 - 2005
Reaxon/Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
KPMG 1993 - 1997
Skills
Real Estate, Real Estate Investment, Private Equity, Portfolio Management, Asset Managment, International Real..., Mortgage Banking, CMBS, Risk Management, Investment Advisory, Capital Markets, Securitization, Investments, Financial Modeling, Due Diligence, Financial Structuring, Structured Finance, Valuation, Loans, Investment Banking, Real Estate Economics, Investment Fund Creation, Commercial Mortgages, Non-performing Loans, Limited Partnerships, Originations
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Helsinki School of Economics 1992 — 1992
MBA Program, International Business
University of Pennsylvania 1984 — 1988
BA, Regional Science (Spatial Economics)
MC Five Mile 2013 - Present
Bank of America Merrill Lynch 2008 - 2012
Merrill Lynch 2005 - 2008
Standard & Poor's 2002 - 2005
Reaxon/Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
KPMG 1993 - 1997
Skills
Real Estate, Real Estate Investment, Private Equity, Portfolio Management, Asset Managment, International Real..., Mortgage Banking, CMBS, Risk Management, Investment Advisory, Capital Markets, Securitization, Investments, Financial Modeling, Due Diligence, Financial Structuring, Structured Finance, Valuation, Loans, Investment Banking, Real Estate Economics, Investment Fund Creation, Commercial Mortgages, Non-performing Loans, Limited Partnerships, Originations
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Helsinki School of Economics 1992 — 1992
MBA Program, International Business
University of Pennsylvania 1984 — 1988
BA, Regional Science (Spatial Economics)
Craig Lewis's Merrill Lynch Experience 1985 - 1987
Job Area Sales Manager at GE Appliances
Industry Consumer Goods
Experience
GE Appliances 1979 - Present
Bank of America 1987 - 1989
Merrill Lynch 1985 - 1987
Skills
Pricing, Market Analysis, Competitive Analysis, Purchasing, Contract Negotiation, Sales Management, Forecasting, Customer Satisfaction, Retail, Negotiation, Product Development, New Business Development, Sales Operations, Finance, Sales, Budgets, Customer Service, Key Account Management, Management, B2B, Operations Management, Merchandising
Education
McColl School of Business, Charlotte NC 1990 — 1991
Master of Business Administration (M.B.A.), Business/Commerce, General
Hobart and William Smith Colleges 1971 — 1976
Bachelor of Arts (B.A.), Economics
GE Appliances 1979 - Present
Bank of America 1987 - 1989
Merrill Lynch 1985 - 1987
Skills
Pricing, Market Analysis, Competitive Analysis, Purchasing, Contract Negotiation, Sales Management, Forecasting, Customer Satisfaction, Retail, Negotiation, Product Development, New Business Development, Sales Operations, Finance, Sales, Budgets, Customer Service, Key Account Management, Management, B2B, Operations Management, Merchandising
Education
McColl School of Business, Charlotte NC 1990 — 1991
Master of Business Administration (M.B.A.), Business/Commerce, General
Hobart and William Smith Colleges 1971 — 1976
Bachelor of Arts (B.A.), Economics
Andrew J.F. Hamilton Sr.'s Merrill Lynch Experience 2003 - 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock 2006 - Present
Merrill Lynch 2003 - 2006
Merrill Lynch 1998 - 2001
MFS Investment Management 1987 - 1997
Skills
Annuities, Insurance, Managed Accounts, Series 7, Series 63
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Politcal Science, Religious Studies
Bridgewater-Raynham Regional H.S. 1979 — 1983
BlackRock 2006 - Present
Merrill Lynch 2003 - 2006
Merrill Lynch 1998 - 2001
MFS Investment Management 1987 - 1997
Skills
Annuities, Insurance, Managed Accounts, Series 7, Series 63
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Politcal Science, Religious Studies
Bridgewater-Raynham Regional H.S. 1979 — 1983
Giulia Magnani's Merrill Lynch Experience June 2008 - August 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2014 - Present
Goldman Sachs July 2010 - September 2014
Goldman Sachs June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
ETFs, Bloomberg, Financial Modeling, Investment Banking, Valuation, LBO, Wealth Management, Corporate Finance, Financial Analysis
Education
HEC Paris 2009 — 2010
Diplome de Grande Ecole, Majeure Finance
Università Commerciale 'Luigi Bocconi' 2008 — 2010
MSc in Finance, Finance
Università Commerciale 'Luigi Bocconi' 2005 — 2008
Degree in International Economics and Management, Economics
Goldman Sachs September 2014 - Present
Goldman Sachs July 2010 - September 2014
Goldman Sachs June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
ETFs, Bloomberg, Financial Modeling, Investment Banking, Valuation, LBO, Wealth Management, Corporate Finance, Financial Analysis
Education
HEC Paris 2009 — 2010
Diplome de Grande Ecole, Majeure Finance
Università Commerciale 'Luigi Bocconi' 2008 — 2010
MSc in Finance, Finance
Università Commerciale 'Luigi Bocconi' 2005 — 2008
Degree in International Economics and Management, Economics
Bill James, CTFA's Merrill Lynch Experience October 2008 - April 2011
Job Trust Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management April 2011 - Present
Ferguson Cohen LLP June 2009 - April 2011
Skaarup Shipping Corporation December 2008 - April 2011
Merrill Lynch October 2008 - April 2011
Ferguson, Aufsesser, Hallowell & Wrynn, LLP September 2007 - December 2008
Ferguson, Aufsesser, Hallowell & Wrynn LLP July 2006 - September 2006
Peace Corps June 2004 - June 2006
Bleakley, Platt & Schmidt, LLP February 2004 - May 2004
Kings County District Attorney's Office September 2003 - March 2004
San Francisco District Attorney's Office June 2003 - September 2003
Skills
Estate Planning, Relationship Management, Trusts, Financial Analysis, Investment Management, Excel, PowerPoint, Financial Planning, Trust Management, Private Banking, Trust Operations, Private Wealth..., Charitable Trusts, Research, Legal Research, Wordperfect, Wordpress Design
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc
Hobart and William Smith Colleges 1999 — 2003
BA
Greenwich High School 1996 — 1999
The Greenwich Country Day School 1984 — 1996
U.S. Trust, Bank of America Private Wealth Management April 2011 - Present
Ferguson Cohen LLP June 2009 - April 2011
Skaarup Shipping Corporation December 2008 - April 2011
Merrill Lynch October 2008 - April 2011
Ferguson, Aufsesser, Hallowell & Wrynn, LLP September 2007 - December 2008
Ferguson, Aufsesser, Hallowell & Wrynn LLP July 2006 - September 2006
Peace Corps June 2004 - June 2006
Bleakley, Platt & Schmidt, LLP February 2004 - May 2004
Kings County District Attorney's Office September 2003 - March 2004
San Francisco District Attorney's Office June 2003 - September 2003
Skills
Estate Planning, Relationship Management, Trusts, Financial Analysis, Investment Management, Excel, PowerPoint, Financial Planning, Trust Management, Private Banking, Trust Operations, Private Wealth..., Charitable Trusts, Research, Legal Research, Wordperfect, Wordpress Design
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc
Hobart and William Smith Colleges 1999 — 2003
BA
Greenwich High School 1996 — 1999
The Greenwich Country Day School 1984 — 1996
Cindy Pisciotto's Merrill Lynch Experience 2000 - 2013
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
Merrill Lynch 2000 - 2013
Miller Starr Regalia May 2004 - January 2011
Preuss Walker & Shanagher August 1998 - September 1999
Hanson Bridgett LLP October 1975 - August 1998
Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, Notary Public, Customer Service, Organization, Office Administration, Photography
Education
Heald College-Hayward 1974 — 1975
Legal Administration
Wells Fargo Advisors, LLC January 2013 - Present
Merrill Lynch 2000 - 2013
Miller Starr Regalia May 2004 - January 2011
Preuss Walker & Shanagher August 1998 - September 1999
Hanson Bridgett LLP October 1975 - August 1998
Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, Notary Public, Customer Service, Organization, Office Administration, Photography
Education
Heald College-Hayward 1974 — 1975
Legal Administration
Leo Ressa's Merrill Lynch Experience 1986 - 2004
Job Trading Management
Industry Financial Services
Experience
Sanford C. Bernstein 2005 - 2011
Merrill Lynch 1986 - 2004
Skills
Equities, Equity Trading, Alternative Investments, Investments, Trading Systems, Series 63, Capital Markets, Series 7, Fixed Income, Electronic Trading, Bloomberg, Hedge Funds, Securities, Asset Managment
Education
Hobart and William Smith Colleges 1980 — 1985
Sanford C. Bernstein 2005 - 2011
Merrill Lynch 1986 - 2004
Skills
Equities, Equity Trading, Alternative Investments, Investments, Trading Systems, Series 63, Capital Markets, Series 7, Fixed Income, Electronic Trading, Bloomberg, Hedge Funds, Securities, Asset Managment
Education
Hobart and William Smith Colleges 1980 — 1985
Andrew Meredith's Merrill Lynch Experience February 1998 - Present
Job Senior Vice President at Merrill Lynch, CFP®
Industry Financial Services
Experience
Merrill Lynch February 1998 - Present
Telemate.Net Software January 1993 - March 1998
Triad Systems 1991 - 1992
Skills
Wealth Management, Strategic Planning, Investments, Financial Advisory, Capital Markets, Business Development, Sales Management, Strategic Financial..., Financial Planning, Due Diligence, Financial Modeling, Asset Management
Education
Hobart and William Smith Colleges 1987 — 1991
BA, English
Gilman School 1981 — 1987
High School Diploma
Merrill Lynch February 1998 - Present
Telemate.Net Software January 1993 - March 1998
Triad Systems 1991 - 1992
Skills
Wealth Management, Strategic Planning, Investments, Financial Advisory, Capital Markets, Business Development, Sales Management, Strategic Financial..., Financial Planning, Due Diligence, Financial Modeling, Asset Management
Education
Hobart and William Smith Colleges 1987 — 1991
BA, English
Gilman School 1981 — 1987
High School Diploma
Joel Armani's Merrill Lynch Experience June 1997 - June 1999
Job SaaS Operations Engineer at Sparkroom
Industry Computer Software
Experience
Sparkroom June 2014 - Present
Skunk Hollow Design January 2009 - Present
ERM: Environmental Resources Management February 2013 - June 2014
FTEN, a Nasdaq OMX Company February 2010 - October 2012
FTEN March 2009 - February 2010
Enviance, Inc February 2005 - November 2008
Denver Signal Design, Inc April 2001 - August 2004
OrderFusion, Inc. June 1999 - March 2001
Merrill Lynch June 1997 - June 1999
Skills
Enviance ERP, Salesforce.com, Linux, IT Operations, Java, Visual C++, Perl, PHP, Apache, IIS, HTML, Process Improvement, Technical Architecture, Windows Server, Product Development, Customer Service, Software Implementation, Financial Systems, Small Business..., Business Analysis, Business Development, Agile Methodologies, Databases, Oracle, CRM, Enterprise Software, System Administration, Analysis, Management, Software Development, Cloud Computing, Requirements Analysis
Education
University of Denver 2004 — 2007
Masters
Hobart and William Smith Colleges 1993 — 1997
Bachelor of Science
Sparkroom June 2014 - Present
Skunk Hollow Design January 2009 - Present
ERM: Environmental Resources Management February 2013 - June 2014
FTEN, a Nasdaq OMX Company February 2010 - October 2012
FTEN March 2009 - February 2010
Enviance, Inc February 2005 - November 2008
Denver Signal Design, Inc April 2001 - August 2004
OrderFusion, Inc. June 1999 - March 2001
Merrill Lynch June 1997 - June 1999
Skills
Enviance ERP, Salesforce.com, Linux, IT Operations, Java, Visual C++, Perl, PHP, Apache, IIS, HTML, Process Improvement, Technical Architecture, Windows Server, Product Development, Customer Service, Software Implementation, Financial Systems, Small Business..., Business Analysis, Business Development, Agile Methodologies, Databases, Oracle, CRM, Enterprise Software, System Administration, Analysis, Management, Software Development, Cloud Computing, Requirements Analysis
Education
University of Denver 2004 — 2007
Masters
Hobart and William Smith Colleges 1993 — 1997
Bachelor of Science
Allen Lovejoy, CFA's Merrill Lynch Experience June 2011 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2011 - Present
Education
Greenwich High School
Hobart and William Smith Colleges
Merrill Lynch June 2011 - Present
Education
Greenwich High School
Hobart and William Smith Colleges
Jayce Crowther's Merrill Lynch Experience April 2012 - November 2013
Job Independent Sales Representative at Overseas Military Sales Corporation
Industry Investment Management
Experience
Overseas Military Sales Corporation November 2013 - Present
Merrill Lynch April 2012 - November 2013
Thunderbird School of Global Management August 2010 - April 2012
Banciao August 2006 - August 2010
ZhongHe February 2003 - July 2006
Rosenbaum-Cunningham, Inc June 2001 - July 2002
Skills
SPSS, International Business, Financial Analysis, Mandarin, International Relations, Chinese, Intercultural..., Cross-cultural Teams, Data Analysis, Foreign Languages, Financial Modeling, Quantitative Analytics, English, Entrepreneurship, Research, Bloomberg Terminal, Multilingual, Strategy, Economics, Business Strategy, Management, Emerging Markets, Teaching
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Finance, 3.5
Indian School of Business 2011 — 2011
Inida Winter sesssion
Peking University 2011 — 2011
Aisa Module Abroad
Hawaii Pacific University 1996 — 2001
BA, Psychology
Overseas Military Sales Corporation November 2013 - Present
Merrill Lynch April 2012 - November 2013
Thunderbird School of Global Management August 2010 - April 2012
Banciao August 2006 - August 2010
ZhongHe February 2003 - July 2006
Rosenbaum-Cunningham, Inc June 2001 - July 2002
Skills
SPSS, International Business, Financial Analysis, Mandarin, International Relations, Chinese, Intercultural..., Cross-cultural Teams, Data Analysis, Foreign Languages, Financial Modeling, Quantitative Analytics, English, Entrepreneurship, Research, Bloomberg Terminal, Multilingual, Strategy, Economics, Business Strategy, Management, Emerging Markets, Teaching
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Finance, 3.5
Indian School of Business 2011 — 2011
Inida Winter sesssion
Peking University 2011 — 2011
Aisa Module Abroad
Hawaii Pacific University 1996 — 2001
BA, Psychology
Doug constantine's Merrill Lynch Experience June 1971 - July 1973
Job Retired USAF pilot forward air controller air liaison officer stock broker banker SBA disaster,school bus driver
Industry Financial Services
Experience
AandS Transportation February 2006 - May 2015
Bank of America June 1993 - July 2003
Truckee River Bank 1991 - 1993
US Small Business Administration December 1989 - May 1991
Merrill Lynch June 1971 - July 1973
USAF September 1965 - December 1970
Stimm Associates Inc June 1963 - October 1965
Skills
Analysis, Public Speaking, Marketing, Leadership, Strategic Planning, Microsoft Office, Team Building, Customer Service, PowerPoint, Government, Public Relations, Budgets, Financial Analysis, Fundraising, Sales, Leadership Development, Credit, Nonprofits, Event Planning, Community Outreach, Policy, Teaching, Management, Microsoft Word, Program Management, Project Planning, Microsoft Excel, Research, Social Media, Social Networking, Contract Negotiation, Negotiation, Inventory Management, Project Management, Volunteer Management, Event Management, Change Management, Higher Education, Time Management, Process Improvement, Entrepreneurship, Banking, Risk Management, Business Strategy, Transportation, New Business Development, Forecasting, Business Planning, English, Social Media Marketing
Education
Sierra College 1973 — 1975
certificate, Banking and Finance, A
Hobart and William Smith Colleges 1961 — 1965
Bachelor's Degree, American History
EAST AURORA HIGH SCHOOL 1957 — 1961
New York State Regents Diploma, Science
AandS Transportation February 2006 - May 2015
Bank of America June 1993 - July 2003
Truckee River Bank 1991 - 1993
US Small Business Administration December 1989 - May 1991
Merrill Lynch June 1971 - July 1973
USAF September 1965 - December 1970
Stimm Associates Inc June 1963 - October 1965
Skills
Analysis, Public Speaking, Marketing, Leadership, Strategic Planning, Microsoft Office, Team Building, Customer Service, PowerPoint, Government, Public Relations, Budgets, Financial Analysis, Fundraising, Sales, Leadership Development, Credit, Nonprofits, Event Planning, Community Outreach, Policy, Teaching, Management, Microsoft Word, Program Management, Project Planning, Microsoft Excel, Research, Social Media, Social Networking, Contract Negotiation, Negotiation, Inventory Management, Project Management, Volunteer Management, Event Management, Change Management, Higher Education, Time Management, Process Improvement, Entrepreneurship, Banking, Risk Management, Business Strategy, Transportation, New Business Development, Forecasting, Business Planning, English, Social Media Marketing
Education
Sierra College 1973 — 1975
certificate, Banking and Finance, A
Hobart and William Smith Colleges 1961 — 1965
Bachelor's Degree, American History
EAST AURORA HIGH SCHOOL 1957 — 1961
New York State Regents Diploma, Science
Jerry Jiang's Merrill Lynch Experience 2008 - 2008
Job Investment Analyst Intern at Fidelity Worldwide Investment
Industry Investment Management
Experience
Fidelity Worldwide Investment May 2015 - August 2015
Korea Investment Management Asia 2014 - 2014
Daiwa Capital Markets Hong Kong Limited January 2013 - December 2013
Rongying Capital Management Limited 2011 - 2013
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 2008 - 2008
Skills
Equity Research, Equities, Investments, Bloomberg, Financial Modeling, Valuation, Fixed Income, Portfolio Management, Hedge Funds, Asset Managment, Equity Derivatives, Investment Banking, Emerging Markets, Bloomberg Terminal, Derivatives, Capital Markets, Financial Analysis, Trading, Portfolio Anaytics, FactSet, MSCI Barra, Asset Management, Corporate Finance, Investment Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy and Finance
HKUST Business School
University of Southern California - Marshall School of Business
Fidelity Worldwide Investment May 2015 - August 2015
Korea Investment Management Asia 2014 - 2014
Daiwa Capital Markets Hong Kong Limited January 2013 - December 2013
Rongying Capital Management Limited 2011 - 2013
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 2008 - 2008
Skills
Equity Research, Equities, Investments, Bloomberg, Financial Modeling, Valuation, Fixed Income, Portfolio Management, Hedge Funds, Asset Managment, Equity Derivatives, Investment Banking, Emerging Markets, Bloomberg Terminal, Derivatives, Capital Markets, Financial Analysis, Trading, Portfolio Anaytics, FactSet, MSCI Barra, Asset Management, Corporate Finance, Investment Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy and Finance
HKUST Business School
University of Southern California - Marshall School of Business
Gina Bellisario's Merrill Lynch Experience July 1998 - July 1999
Job
Industry Nonprofit Organization Management
Experience
King County Housing Authority December 2003 - Present
Highline West Seattle Mental Health June 2001 - December 2013
Catholic Community Services October 2001 - December 2003
Multi-Service Center July 1999 - October 2001
Merrill Lynch July 1998 - July 1999
Education
University of Washington 2006 — 2011
Certificates
Highline College 2004 — 2006
Certificate
Iowa State University 1994 — 1998
BA
Bettendorf High School 1990 — 1994
King County Housing Authority December 2003 - Present
Highline West Seattle Mental Health June 2001 - December 2013
Catholic Community Services October 2001 - December 2003
Multi-Service Center July 1999 - October 2001
Merrill Lynch July 1998 - July 1999
Education
University of Washington 2006 — 2011
Certificates
Highline College 2004 — 2006
Certificate
Iowa State University 1994 — 1998
BA
Bettendorf High School 1990 — 1994
Bob loonie's Merrill Lynch Experience 1985 - 1987
Job Senior Vice President at OTCex LLC
Industry Capital Markets
Experience
OTCex LLC October 2014 - Present
OTC ex LLC October 2014 - Present
ED&F Man Capital Markets 2013 - 2015
Vyapar Capital Market Partners LLC. June 2007 - March 2013
GFI Group 1993 - 2007
merrill lynch 1985 - 1987
Skills
Investments, Derivatives, Hedge Funds, Bonds, Capital Markets, Fixed Income, Equities, Options, Electronic Trading, Financial Markets, Portfolio Management, Bloomberg, Investment Banking
Education
Hobart and William Smith Colleges 1979 — 1983
OTCex LLC October 2014 - Present
OTC ex LLC October 2014 - Present
ED&F Man Capital Markets 2013 - 2015
Vyapar Capital Market Partners LLC. June 2007 - March 2013
GFI Group 1993 - 2007
merrill lynch 1985 - 1987
Skills
Investments, Derivatives, Hedge Funds, Bonds, Capital Markets, Fixed Income, Equities, Options, Electronic Trading, Financial Markets, Portfolio Management, Bloomberg, Investment Banking
Education
Hobart and William Smith Colleges 1979 — 1983
Kurt Dillmeier's Merrill Lynch Experience August 1994 - June 1995
Job Electronic Brokerage
Industry Financial Services
Experience
ITG June 2015 - Present
Lloyds Bank April 2014 - October 2014
RBC Capital Markets August 2009 - April 2014
JPMorgan Chase 2004 - 2009
Bank One 2002 - 2004
A.B. Watley August 2001 - February 2002
Bear Stearns & Company, Inc. August 1997 - June 2001
Merrill Lynch August 1994 - June 1995
Skills
Fixed Income, Capital Markets, Securities, Portfolio Management, Electronic Trading, Electronic Sales, Fixed Income Trading, Fixed Income Sales, Fixed Income Asset..., Electronic Platforms
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance, General
Saint Michael's College 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
SAS (Semester at Sea, Shipboard Education) 1991 — 1991
Hobart and William Smith Colleges 1989 — 1991
ITG June 2015 - Present
Lloyds Bank April 2014 - October 2014
RBC Capital Markets August 2009 - April 2014
JPMorgan Chase 2004 - 2009
Bank One 2002 - 2004
A.B. Watley August 2001 - February 2002
Bear Stearns & Company, Inc. August 1997 - June 2001
Merrill Lynch August 1994 - June 1995
Skills
Fixed Income, Capital Markets, Securities, Portfolio Management, Electronic Trading, Electronic Sales, Fixed Income Trading, Fixed Income Sales, Fixed Income Asset..., Electronic Platforms
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance, General
Saint Michael's College 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
SAS (Semester at Sea, Shipboard Education) 1991 — 1991
Hobart and William Smith Colleges 1989 — 1991
Lilian Kong's Merrill Lynch Experience June 2005 - March 2006
Job Senior at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche LLP September 2009 - Present
Deloitte Touche Tohmatsu September 2006 - September 2009
Merrill Lynch June 2005 - March 2006
Education
HKUST Business School 2003 — 2006
Bachelor in Business Administration, Global Business and Accounting
Deloitte & Touche LLP September 2009 - Present
Deloitte Touche Tohmatsu September 2006 - September 2009
Merrill Lynch June 2005 - March 2006
Education
HKUST Business School 2003 — 2006
Bachelor in Business Administration, Global Business and Accounting
Jeffrey Hodde's Merrill Lynch Experience 1979 - 1981
Job CEO at Watchung Mountain Capital
Industry Venture Capital & Private Equity
Experience
Watchung Mountain Capital January 2000 - Present
Cowen and Company June 1989 - January 1991
Hambrecht & Quist 1987 - 1989
Oppenheimer & Co. 1981 - 1987
Merrill Lynch 1979 - 1981
White Weld 1978 - 1979
Merrill Lynch 1976 - 1978
Kidder Peabody July 1969 - February 1976
Skills
Strategic Planning, Marketing Strategy, International Relations, Public Speaking, Research, Sales Management, Corporate Development, Social Networking, Facebook, Volunteer Management, Entrepreneurship, Finance, Equities, Investments, Management, Sales, Strategy, Start-ups, Trading
Education
Hobart and William Smith Colleges 1965 — 1969
BA, Economics
The Pingry School 1963 — 1965
New York Institute of Finance
Investments, Corporate Finance, Technical Analysis
Summit High School
Watchung Mountain Capital January 2000 - Present
Cowen and Company June 1989 - January 1991
Hambrecht & Quist 1987 - 1989
Oppenheimer & Co. 1981 - 1987
Merrill Lynch 1979 - 1981
White Weld 1978 - 1979
Merrill Lynch 1976 - 1978
Kidder Peabody July 1969 - February 1976
Skills
Strategic Planning, Marketing Strategy, International Relations, Public Speaking, Research, Sales Management, Corporate Development, Social Networking, Facebook, Volunteer Management, Entrepreneurship, Finance, Equities, Investments, Management, Sales, Strategy, Start-ups, Trading
Education
Hobart and William Smith Colleges 1965 — 1969
BA, Economics
The Pingry School 1963 — 1965
New York Institute of Finance
Investments, Corporate Finance, Technical Analysis
Summit High School
Lewis Phillips's Merrill Lynch Experience Financial AdvisorCitigroupJuly 2002 - February 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorCitigroupJuly 2002 - February 2013
Education
Hiram College
Bachelor of Arts (B.A.), Business/Managerial Economics
Merrill Lynch Financial AdvisorCitigroupJuly 2002 - February 2013
Education
Hiram College
Bachelor of Arts (B.A.), Business/Managerial Economics
Carlos Narvaez, CFA's Merrill Lynch Experience Vice President, CFAMerrill LynchOctober 2007 - December 2014
Job Director at Merrill Lynch, Managed Account Advisors LLC
Industry Financial Services
Experience
Merrill Lynch Vice President, CFAMerrill LynchOctober 2007 - December 2014
AllianceBernstein 2005 - 2007
Skills
Portfolio Management, Mutual Funds, Fixed Income, Equities, Capital Markets, Asset Management, Alternative Investments, Wealth Management, Securities
Education
Hobart and William Smith Colleges 1993 — 1997
Bachelor's Degree, Political Science and Government
Merrill Lynch Vice President, CFAMerrill LynchOctober 2007 - December 2014
AllianceBernstein 2005 - 2007
Skills
Portfolio Management, Mutual Funds, Fixed Income, Equities, Capital Markets, Asset Management, Alternative Investments, Wealth Management, Securities
Education
Hobart and William Smith Colleges 1993 — 1997
Bachelor's Degree, Political Science and Government
Shayne Nagy's Merrill Lynch Experience 1996 - 2000
Job Sr. Trust & Investment Officer at MutualBank
Industry Banking
Experience
MutualBank December 2001 - Present
Merrill Lynch 1996 - 2000
Education
Hillsdale College 1992 — 1996
Bachelor of Arts (B.A.), Accounting and Finance
MutualBank December 2001 - Present
Merrill Lynch 1996 - 2000
Education
Hillsdale College 1992 — 1996
Bachelor of Arts (B.A.), Accounting and Finance
Steve Tufts's Merrill Lynch Experience October 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Batavia Area Jaycees September 1996 - December 2012
Smith Barney July 1995 - October 2008
Skills
Retirement Planning, Equities, Customer Service, Series 7, Project Management, Financial Modeling, Financial Analysis, Series 63
Education
Hobart and William Smith Colleges 1991 — 1995
BA, Economics
Merrill Lynch October 2008 - Present
Batavia Area Jaycees September 1996 - December 2012
Smith Barney July 1995 - October 2008
Skills
Retirement Planning, Equities, Customer Service, Series 7, Project Management, Financial Modeling, Financial Analysis, Series 63
Education
Hobart and William Smith Colleges 1991 — 1995
BA, Economics
Chris Wiksyk's Merrill Lynch Experience January 2006 - June 2006
Job Institutional Strategy at Phillips, Hager & North
Industry Banking
Experience
Phillips, Hager & North November 2012 - Present
ING DIRECT Australia June 2011 - July 2012
Royal Bank of Scotland December 2009 - April 2011
Royal Bank of Scotland October 2007 - December 2009
Bank of America July 2006 - June 2007
Merrill Lynch January 2006 - June 2006
Skills
Investments, Portfolio Management, Equities, Banking, Credit Analysis, Relationship Management, Credit Risk, Financial Modeling, Financial Analysis, Corporate Finance, Commercial Banking, Risk Management, Financial Services, Bonds, Valuation
Education
Hawaii Pacific University 2004 — 2006
MBA- Finance, Finance, General
Thomas University 2001 — 2005
BA- Business, Business, 3.97
Phillips, Hager & North November 2012 - Present
ING DIRECT Australia June 2011 - July 2012
Royal Bank of Scotland December 2009 - April 2011
Royal Bank of Scotland October 2007 - December 2009
Bank of America July 2006 - June 2007
Merrill Lynch January 2006 - June 2006
Skills
Investments, Portfolio Management, Equities, Banking, Credit Analysis, Relationship Management, Credit Risk, Financial Modeling, Financial Analysis, Corporate Finance, Commercial Banking, Risk Management, Financial Services, Bonds, Valuation
Education
Hawaii Pacific University 2004 — 2006
MBA- Finance, Finance, General
Thomas University 2001 — 2005
BA- Business, Business, 3.97
Stephen Paladino Jr's Merrill Lynch Experience June 2010 - July 2010
Job Delivery Coordinator
Industry Automotive
Experience
Rallye Motors Mercedes-Benz September 2015 - Present
Rallye Motors Mercedes- Benz November 2013 - August 2015
Premier Benefit Plans, Inc March 2013 - November 2013
Enterprise Rent-A-Car November 2011 - March 2013
Merrill Lynch June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Sales, Social Media, Microsoft Word, Outlook, iMovie, Photography, Editing, Photoshop, Facebook, Social Networking, Leadership, Creative Writing, Mac, Final Cut Pro, Customer Satisfaction, Management, NYS Life Accident and...
Education
Hobart and William Smith Colleges 2007 — 2011
Bachelors, English
Rallye Motors Mercedes-Benz September 2015 - Present
Rallye Motors Mercedes- Benz November 2013 - August 2015
Premier Benefit Plans, Inc March 2013 - November 2013
Enterprise Rent-A-Car November 2011 - March 2013
Merrill Lynch June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Sales, Social Media, Microsoft Word, Outlook, iMovie, Photography, Editing, Photoshop, Facebook, Social Networking, Leadership, Creative Writing, Mac, Final Cut Pro, Customer Satisfaction, Management, NYS Life Accident and...
Education
Hobart and William Smith Colleges 2007 — 2011
Bachelors, English
Rich McDermott, CMT's Merrill Lynch Experience 1990 - 1993
Job Managing Director Head of Middle Markets at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities August 2013 - Present
Lazard Capital Markets March 2008 - August 2013
Cowen and Company 2006 - 2008
Schottenfeld Group/Road Runner Partners 2000 - 2006
Cantor Weiss asset management/Bridgewater Partners 1995 - 2000
Lehman Brothers 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...
Education
Hobart College
BA, Political Science
The Loyola School
Guggenheim Securities August 2013 - Present
Lazard Capital Markets March 2008 - August 2013
Cowen and Company 2006 - 2008
Schottenfeld Group/Road Runner Partners 2000 - 2006
Cantor Weiss asset management/Bridgewater Partners 1995 - 2000
Lehman Brothers 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...
Education
Hobart College
BA, Political Science
The Loyola School
Rafael J. Santandreu's Merrill Lynch Experience October 2004 - May 2012
Job Senior Vice President en UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management May 2012 - Present
Merrill Lynch October 2004 - May 2012
Banco Noroco 1995 - 2000
Consolidado International Bank 1985 - 1994
Education
HEC Paris 1981 — 1983
Master in Business Administration
Universidad Simón Bolívar 1974 — 1979
Ingeniero de Materiales, Opción procesos de manufactura
Colegio La Salle
UBS Wealth Management May 2012 - Present
Merrill Lynch October 2004 - May 2012
Banco Noroco 1995 - 2000
Consolidado International Bank 1985 - 1994
Education
HEC Paris 1981 — 1983
Master in Business Administration
Universidad Simón Bolívar 1974 — 1979
Ingeniero de Materiales, Opción procesos de manufactura
Colegio La Salle
Ken Blanton's Merrill Lynch Experience 1990 - Present
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1990 - Present
Shearson Lehman 1986 - 1990
Energy Products 1984 - 1986
Skills
Series 7, Series 3, Series 63, Series 66, Series 65, Insurance, Michigan General..., CRPC
Education
Henry Ford Community College 1975 — 1977
Associate of Science (A.S.), Physical Sciences
Merrill Lynch 1990 - Present
Shearson Lehman 1986 - 1990
Energy Products 1984 - 1986
Skills
Series 7, Series 3, Series 63, Series 66, Series 65, Insurance, Michigan General..., CRPC
Education
Henry Ford Community College 1975 — 1977
Associate of Science (A.S.), Physical Sciences
Carl D'Orsonnens's Merrill Lynch Experience February 2007 - October 2008
Job Associate Director, Clearing Services at NEWEDGE Services Inc.
Industry Financial Services
Experience
Newedge October 2008 - Present
Merrill Lynch February 2007 - October 2008
Fimat Canada Inc May 2005 - February 2007
Skills
Equities, Options, Derivatives, Bloomberg, Fixed Income
Education
HEC Montréal 2001 — 2004
BS, Finance
Newedge October 2008 - Present
Merrill Lynch February 2007 - October 2008
Fimat Canada Inc May 2005 - February 2007
Skills
Equities, Options, Derivatives, Bloomberg, Fixed Income
Education
HEC Montréal 2001 — 2004
BS, Finance
Austin Tansantisuk's Merrill Lynch Experience May 2008 - August 2008
Job GE Capital
Industry Banking
Experience
GE Capital July 2014 - Present
Regions Financial Corporation February 2013 - June 2014
YieldQuest May 2011 - February 2013
JP Morgan Chase March 2010 - August 2011
John Hancock Financial Network July 2009 - February 2010
Merrill Lynch May 2008 - August 2008
Oppenheimer & Co., Inc May 2007 - August 2007
Skills
Fixed Income, Bloomberg, Investments, Equities, Bloomberg Terminal, Securities, Excel, PowerPoint, Underwriting, Cash Flow Analysis, Financial Modeling
Education
Hobart and William Smith Colleges 2005 — 2009
BA, Economics
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts, Economics
GE Capital July 2014 - Present
Regions Financial Corporation February 2013 - June 2014
YieldQuest May 2011 - February 2013
JP Morgan Chase March 2010 - August 2011
John Hancock Financial Network July 2009 - February 2010
Merrill Lynch May 2008 - August 2008
Oppenheimer & Co., Inc May 2007 - August 2007
Skills
Fixed Income, Bloomberg, Investments, Equities, Bloomberg Terminal, Securities, Excel, PowerPoint, Underwriting, Cash Flow Analysis, Financial Modeling
Education
Hobart and William Smith Colleges 2005 — 2009
BA, Economics
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts, Economics
Audrey Reinebach's Merrill Lynch Experience 1994 - 1996
Job Real Estate Professional
Industry Real Estate
Experience
Weichert Realtors 2000 - Present
Independent Consultant 2000 - Present
Long Hill Christian Preschool 2010 - 2012
AllianceBernstein 1996 - 2000
Merrill Lynch 1994 - 1996
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Heidelberg College
Weichert Realtors 2000 - Present
Independent Consultant 2000 - Present
Long Hill Christian Preschool 2010 - 2012
AllianceBernstein 1996 - 2000
Merrill Lynch 1994 - 1996
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Heidelberg College
Emily Mahrle's Merrill Lynch Experience September 2010 - Present
Job
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Kalkreuth Roofing June 2009 - September 2010
Maxxum Group November 2008 - June 2009
Weymouth Country Club February 2008 - August 2008
The Dearborn Inn November 2007 - February 2008
Marriott Sales Office March 2006 - November 2007
Education
Hillsdale College
Bachelor of Arts, English
Merrill Lynch September 2010 - Present
Kalkreuth Roofing June 2009 - September 2010
Maxxum Group November 2008 - June 2009
Weymouth Country Club February 2008 - August 2008
The Dearborn Inn November 2007 - February 2008
Marriott Sales Office March 2006 - November 2007
Education
Hillsdale College
Bachelor of Arts, English
Adrian Radzyminski's Merrill Lynch Experience June 2014 - August 2014
Job Candidate for Master of Finance at MIT Sloan School of Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
UBS June 2013 - September 2013
Commerzbank AG July 2012 - September 2012
ICAP June 2012 - June 2012
Enactus September 2011 - June 2012
Skills
Marketing Strategy, Change Management, Business Strategy, Entrepreneurship, Management Consulting, Business Development, Business Analysis, Financial Analysis, Team Leadership, Strategic Planning, Market Research, Financial Modeling, Project Management, French, Data Analysis, English, Marketing Communications, Operations Management, Negotiation, New Business Development, Microsoft Excel
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Candidate, Class of 2016, Finance
香港科大商學院 2013 — 2014
Exchange Year
University of Warwick - Warwick Business School 2011 — 2015
Bachelor of Science (BSc), International Management, Graduated with 1st Class Honours
Frankfurt International School 2008 — 2011
Billingual International Baccalaureate Diploma
Merrill Lynch June 2014 - August 2014
UBS June 2013 - September 2013
Commerzbank AG July 2012 - September 2012
ICAP June 2012 - June 2012
Enactus September 2011 - June 2012
Skills
Marketing Strategy, Change Management, Business Strategy, Entrepreneurship, Management Consulting, Business Development, Business Analysis, Financial Analysis, Team Leadership, Strategic Planning, Market Research, Financial Modeling, Project Management, French, Data Analysis, English, Marketing Communications, Operations Management, Negotiation, New Business Development, Microsoft Excel
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Candidate, Class of 2016, Finance
香港科大商學院 2013 — 2014
Exchange Year
University of Warwick - Warwick Business School 2011 — 2015
Bachelor of Science (BSc), International Management, Graduated with 1st Class Honours
Frankfurt International School 2008 — 2011
Billingual International Baccalaureate Diploma
Melina Sansi's Merrill Lynch Experience April 2011 - December 2013
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch April 2011 - December 2013
First Tech Credit Union April 1999 - April 2011
Skills
Series 7, Series 63, Wealth Management, Equities, Fixed Income, Securities, Asset Allocation, Investments, Investment Strategies, Thompson One, Series 66
Education
Heald College 1994 — 1996
Associate's degree, Medical Office Assistant/Specialist
Merrill Lynch April 2011 - December 2013
First Tech Credit Union April 1999 - April 2011
Skills
Series 7, Series 63, Wealth Management, Equities, Fixed Income, Securities, Asset Allocation, Investments, Investment Strategies, Thompson One, Series 66
Education
Heald College 1994 — 1996
Associate's degree, Medical Office Assistant/Specialist
Christopher Fager's Merrill Lynch Experience December 2013 - July 2014
Job Looking for opportunities
Industry Financial Services
Experience
Scottrade July 2014 - July 2015
Merrill Lynch December 2013 - July 2014
Scottrade May 2010 - December 2013
Verizon Wireless August 2008 - March 2010
Skills
Microsoft Excel, Retirement, Sales, 401k, Time Management, Asset Allocation, Customer Service, Call Centers, Management, Securities, Brokerage, Sales Operations, Investments, Project Management, FINRA, Trading, Series 7, Wealth Management, Retirement Planning, Financial Services, Microsoft Office
Education
Richard Stockton College of New Jersey 2011 — 2013
Bachelor's Degree, Finance, General, 3.5
Hawaii Pacific University
Finance, General
Scottrade July 2014 - July 2015
Merrill Lynch December 2013 - July 2014
Scottrade May 2010 - December 2013
Verizon Wireless August 2008 - March 2010
Skills
Microsoft Excel, Retirement, Sales, 401k, Time Management, Asset Allocation, Customer Service, Call Centers, Management, Securities, Brokerage, Sales Operations, Investments, Project Management, FINRA, Trading, Series 7, Wealth Management, Retirement Planning, Financial Services, Microsoft Office
Education
Richard Stockton College of New Jersey 2011 — 2013
Bachelor's Degree, Finance, General, 3.5
Hawaii Pacific University
Finance, General
Stu Flynn's Merrill Lynch Experience June 2011 - August 2011
Job Research Project Manager at Guidepoint
Industry Financial Services
Experience
Guidepoint November 2014 - Present
Guidepoint Global April 2013 - Present
Merrill Lynch June 2011 - August 2011
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
Christian Brothers Academy (Syracuse) 2005 — 2008
Guidepoint November 2014 - Present
Guidepoint Global April 2013 - Present
Merrill Lynch June 2011 - August 2011
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
Christian Brothers Academy (Syracuse) 2005 — 2008
Emma Dwyer's Merrill Lynch Experience September 1978 - January 1991
Job Rate Specialist at Laser NetWorking Inc.
Industry Transportation/Trucking/Railroad
Experience
Laser NetWorking Inc. June 2006 - Present
Merrill Lynch September 1978 - January 1991
Education
Henry Ford Community College
Business/Commerce, General
Laser NetWorking Inc. June 2006 - Present
Merrill Lynch September 1978 - January 1991
Education
Henry Ford Community College
Business/Commerce, General
Veronica Sandy's Merrill Lynch Experience August 1989 - April 1992
Job
Industry Financial Services
Experience
Georgia Tech Research Corporation June 2015 - Present
Primerica September 2013 - December 2014
Medical University of South Carolina September 2007 - April 2011
Georgia Institute of Technology October 1998 - September 2007
Emory University April 1996 - September 1998
Worldspan April 1993 - March 1996
Merrill Lynch August 1989 - April 1992
Merrill Lynch February 1988 - August 1989
Merrill Lynch August 1985 - February 1988
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Georgia Limited..., Georgia Life Insurance..., Fixed Index Annuity...
Education
LIU Brooklyn 1985 — 1989
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges 1979 — 1983
BA, Mathematics
Prospect Heights H.S. 1976 — 1979
Georgia Tech Research Corporation June 2015 - Present
Primerica September 2013 - December 2014
Medical University of South Carolina September 2007 - April 2011
Georgia Institute of Technology October 1998 - September 2007
Emory University April 1996 - September 1998
Worldspan April 1993 - March 1996
Merrill Lynch August 1989 - April 1992
Merrill Lynch February 1988 - August 1989
Merrill Lynch August 1985 - February 1988
Skills
Management, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Georgia Limited..., Georgia Life Insurance..., Fixed Index Annuity...
Education
LIU Brooklyn 1985 — 1989
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges 1979 — 1983
BA, Mathematics
Prospect Heights H.S. 1976 — 1979
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank