Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Brian Haug Brian Haug's Merrill Lynch Experience April 1994 - March 1998
Job President, Pharmacy & Managed Markets at MJHA
Industry Publishing
Experience
MJHA April 2015 - Present
Intellisphere, LLC 1997 - Present
Intellisphere Managed Markets April 2010 - April 2015
Merrill Lynch April 1994 - March 1998
Skills
Hospitals, Managed Care, Pharmaceutical Industry, Oncology, Sales Effectiveness, Dermatology, Pharmacy, Pharmaceutical Sales, Medical Education, Account Management, Medical Writing, Healthcare, Publishing, Urology, Marketing Strategy, Neurology, Cardiology, Product Launch, Leadership, Diabetes, Clinical Research, Infectious Diseases, Hematology, Managed Markets, Sales, Strategic Planning, Health Economics, Medicine, Biotechnology, Healthcare Management, Sales Force Development
Education
Hofstra University 1988 — 1992
Bachelor's Degree, Humanities/Humanistic Studies
Chaminade High School 1984 — 1988
High School
MJHA April 2015 - Present
Intellisphere, LLC 1997 - Present
Intellisphere Managed Markets April 2010 - April 2015
Merrill Lynch April 1994 - March 1998
Skills
Hospitals, Managed Care, Pharmaceutical Industry, Oncology, Sales Effectiveness, Dermatology, Pharmacy, Pharmaceutical Sales, Medical Education, Account Management, Medical Writing, Healthcare, Publishing, Urology, Marketing Strategy, Neurology, Cardiology, Product Launch, Leadership, Diabetes, Clinical Research, Infectious Diseases, Hematology, Managed Markets, Sales, Strategic Planning, Health Economics, Medicine, Biotechnology, Healthcare Management, Sales Force Development
Education
Hofstra University 1988 — 1992
Bachelor's Degree, Humanities/Humanistic Studies
Chaminade High School 1984 — 1988
High School
Corey Caputo Corey Caputo's Merrill Lynch Experience January 2015 - July 2015
Job Event Coordinator at DraftKings
Industry Sports
Experience
DraftKings, Inc. July 2015 - Present
Merrill Lynch January 2015 - July 2015
Hofstra University August 2009 - May 2014
Weeden & Co. June 2013 - August 2013
Hofstra University June 2013 - June 2013
Hofstra University November 2011 - May 2013
Hofstra University September 2010 - May 2013
Hofstra University June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Filing, Lacrosse, Sports, Athletics, Marketing, Public Speaking, Social Media, Leadership, Social Networking, Microsoft Office, Sales, Market Analysis, Due Diligence, Revit
Education
Hofstra University 2009 — 2014
Bachelor of Arts (BA), Speech Communication and Rhetoric
Darien High School 2005 — 2009
DraftKings, Inc. July 2015 - Present
Merrill Lynch January 2015 - July 2015
Hofstra University August 2009 - May 2014
Weeden & Co. June 2013 - August 2013
Hofstra University June 2013 - June 2013
Hofstra University November 2011 - May 2013
Hofstra University September 2010 - May 2013
Hofstra University June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Filing, Lacrosse, Sports, Athletics, Marketing, Public Speaking, Social Media, Leadership, Social Networking, Microsoft Office, Sales, Market Analysis, Due Diligence, Revit
Education
Hofstra University 2009 — 2014
Bachelor of Arts (BA), Speech Communication and Rhetoric
Darien High School 2005 — 2009
Marilyn Antoine Marilyn Antoine's Merrill Lynch Experience January 2005 - January 2010
Job AVP, Project Lead – US Asset Transfer & Cash Management, Global Markets Operations at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2005 - January 2010
Willliams Capital Management, LLC 2003 - 2005
For All Seasons Restaurant September 2001 - August 2003
irwin siegel agency, inc. November 2002 - July 2003
IBM September 2000 - June 2002
Skills
Budget management and..., Product marketing and..., Excellent..., Networking ability,..., Management of small..., Microsoft Office: Word,..., Lotus Notes; Freelance;..., Network Specialist; Web..., PMO, Fixed Income, Equities, Business Analysis, SDLC, Management, Finance, Portfolio Management, Business Intelligence, Integration, Software Documentation, Budgets, Derivatives, Forecasting, Project Management, Credit Risk, Strategy, Project Delivery, Project Planning, Banking, Financial Analysis, Financial Risk, Risk Management, Process Improvement, Financial Services, Event Planning, Capital Markets
Education
Marist College 2006 — 2006
Internet Specialist Certificate
Hofstra University 1985 — 1989
BA, Anthropology
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch January 2005 - January 2010
Willliams Capital Management, LLC 2003 - 2005
For All Seasons Restaurant September 2001 - August 2003
irwin siegel agency, inc. November 2002 - July 2003
IBM September 2000 - June 2002
Skills
Budget management and..., Product marketing and..., Excellent..., Networking ability,..., Management of small..., Microsoft Office: Word,..., Lotus Notes; Freelance;..., Network Specialist; Web..., PMO, Fixed Income, Equities, Business Analysis, SDLC, Management, Finance, Portfolio Management, Business Intelligence, Integration, Software Documentation, Budgets, Derivatives, Forecasting, Project Management, Credit Risk, Strategy, Project Delivery, Project Planning, Banking, Financial Analysis, Financial Risk, Risk Management, Process Improvement, Financial Services, Event Planning, Capital Markets
Education
Marist College 2006 — 2006
Internet Specialist Certificate
Hofstra University 1985 — 1989
BA, Anthropology
Andy Neiman Andy Neiman's Merrill Lynch Experience June 2004 - August 2004
Job eSales Foreign Exchange eCommerce (Associate Director)
Industry Financial Services
Experience
National Australia Bank November 2014 - Present
Standard Chartered Bank September 2012 - June 2014
JPMorgan Chase July 2007 - September 2012
JPMorgan Chase June 2005 - July 2007
Merrill Lynch June 2004 - August 2004
Primary Support Solutions June 2003 - August 2003
Skills
Foreign Exchange, Electronic Trading, E-commerce, Superior Client Service, Relationship Management, Project Management, Bloomberg, FX Options, Investment Banking, Finance, Management, Portfolio Management, Credit Risk, Marketing, Marketing Strategy, Foreign Languages, Latin America, South East Asia, Emerging Markets
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration, Finance & International Business
National Australia Bank November 2014 - Present
Standard Chartered Bank September 2012 - June 2014
JPMorgan Chase July 2007 - September 2012
JPMorgan Chase June 2005 - July 2007
Merrill Lynch June 2004 - August 2004
Primary Support Solutions June 2003 - August 2003
Skills
Foreign Exchange, Electronic Trading, E-commerce, Superior Client Service, Relationship Management, Project Management, Bloomberg, FX Options, Investment Banking, Finance, Management, Portfolio Management, Credit Risk, Marketing, Marketing Strategy, Foreign Languages, Latin America, South East Asia, Emerging Markets
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration, Finance & International Business
Annie Harwani Annie Harwani's Merrill Lynch Experience May 2008 - June 2008
Job Msc Construction Management. Interested in Project Planning, Cost Management, & Industry Recruitment
Industry Construction
Experience
Baines Surveying Services Ltd. April 2014 - September 2014
WAC Lighting May 2009 - August 2013
Hofstra University September 2008 - May 2009
Asian MARL Ltd May 2006 - August 2008
Merrill Lynch May 2008 - June 2008
Skills
Consumer Behaviour, Lighting, Market Research, Competitive Analysis, Marketing Strategy, Product Marketing, Data Analysis, Sales, Management, Lighting Design, International Marketing, Market Planning, Salesforce.com, Brand Awareness, International Sales, Trade Shows, Customer Service, Sales Operations, Strategy, Project Management, Microsoft Office, Microsoft Excel, Account Management, Sales Management, New Business Development, Budgets, Strategic Planning, Marketing
Education
University College London, U. of London 2013 — 2014
Master's Degree, MSc Construction Economics Project Management
Hofstra University 2005 — 2009
BBA, Marketing, International Busines
Baines Surveying Services Ltd. April 2014 - September 2014
WAC Lighting May 2009 - August 2013
Hofstra University September 2008 - May 2009
Asian MARL Ltd May 2006 - August 2008
Merrill Lynch May 2008 - June 2008
Skills
Consumer Behaviour, Lighting, Market Research, Competitive Analysis, Marketing Strategy, Product Marketing, Data Analysis, Sales, Management, Lighting Design, International Marketing, Market Planning, Salesforce.com, Brand Awareness, International Sales, Trade Shows, Customer Service, Sales Operations, Strategy, Project Management, Microsoft Office, Microsoft Excel, Account Management, Sales Management, New Business Development, Budgets, Strategic Planning, Marketing
Education
University College London, U. of London 2013 — 2014
Master's Degree, MSc Construction Economics Project Management
Hofstra University 2005 — 2009
BBA, Marketing, International Busines
Jamie Weinstein, PMP's Merrill Lynch Experience June 2005 - January 2009
Job Project Manager, Regulatory Finance and Operations at Royal Bank of Scotland
Industry Computer Software
Experience
Royal Bank of Scotland May 2014 - Present
Royal Bank of Scotland April 2013 - May 2014
Diageo December 2012 - April 2013
BNY Mellon June 2012 - October 2012
Credit Suisse May 2011 - May 2012
UBS Investment Bank November 2010 - April 2011
Thomson Reuters April 2010 - November 2010
AIG June 2009 - March 2010
Merrill Lynch June 2005 - January 2009
JPMorgan Chase November 2001 - June 2005
Skills
VBA, Credit Derivatives, Business Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Market Data, Requirements Analysis, C#, Equity Derivatives, Data Warehousing, FX Options, Bloomberg, Options, Financial Markets, Capital Markets, Interest Rate..., Valuation, Financial Risk, Agile Methodologies, Bonds, Middle Office, Portfolio Management, Swaps, SDLC, Market Risk, Low Latency, Trading, Investment Banking, Hedge Funds, Testing, PMO, Prime Brokerage, Electronic Trading, Management, Reference Data, Back Office, Sybase, Financial Services, Strategy, Emerging Markets, Data Migration, Requirements Gathering, User Acceptance Testing, Business Requirements, Data Analysis, Infrastructure, Service Delivery, Risk Management
Education
Hofstra University 1990 — 1994
Bachelor of Science (BSc)
G.W. Hewlett High 1986 — 1990
Royal Bank of Scotland May 2014 - Present
Royal Bank of Scotland April 2013 - May 2014
Diageo December 2012 - April 2013
BNY Mellon June 2012 - October 2012
Credit Suisse May 2011 - May 2012
UBS Investment Bank November 2010 - April 2011
Thomson Reuters April 2010 - November 2010
AIG June 2009 - March 2010
Merrill Lynch June 2005 - January 2009
JPMorgan Chase November 2001 - June 2005
Skills
VBA, Credit Derivatives, Business Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Market Data, Requirements Analysis, C#, Equity Derivatives, Data Warehousing, FX Options, Bloomberg, Options, Financial Markets, Capital Markets, Interest Rate..., Valuation, Financial Risk, Agile Methodologies, Bonds, Middle Office, Portfolio Management, Swaps, SDLC, Market Risk, Low Latency, Trading, Investment Banking, Hedge Funds, Testing, PMO, Prime Brokerage, Electronic Trading, Management, Reference Data, Back Office, Sybase, Financial Services, Strategy, Emerging Markets, Data Migration, Requirements Gathering, User Acceptance Testing, Business Requirements, Data Analysis, Infrastructure, Service Delivery, Risk Management
Education
Hofstra University 1990 — 1994
Bachelor of Science (BSc)
G.W. Hewlett High 1986 — 1990
Jose Fabre Jose Fabre's Merrill Lynch Experience August 2009 - December 2009
Job Works at Tudor Investment Corp
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION August 2015 - Present
S&P Capital IQ July 2014 - July 2015
Standard & Poor's August 2012 - July 2014
ALPFA Hofstra University Student Chapter November 2010 - June 2014
adMarketplace January 2012 - June 2012
Merrill Lynch August 2009 - December 2009
Skills
Budgets, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Management, Equities, Corporate Finance, Spanish, Social Media, Advertising, Microsoft Word, Salesforce.com, Fixed Income, Valuation, Risk Management, Business Analysis, Excel, Word, Budgeting, Financial Reporting, SEO, SQL, Optimization, CRM, Analytics, MySQL, Bonds, Vertica, FTP, Web Services, Agile Methodologies, Scrum, Software Development, SDLC, DCF, Project Management, ALM, Mergers & Acquisitions, CPC, Financial Modeling, Finance, Portfolio Management, Investments
Education
Hofstra University 2007 — 2011
BBA, Finance, International Business, Cum Laude
Brunswick School 2000 — 2007
University of Connecticut
TUDOR INVESTMENT CORPORATION August 2015 - Present
S&P Capital IQ July 2014 - July 2015
Standard & Poor's August 2012 - July 2014
ALPFA Hofstra University Student Chapter November 2010 - June 2014
adMarketplace January 2012 - June 2012
Merrill Lynch August 2009 - December 2009
Skills
Budgets, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Management, Equities, Corporate Finance, Spanish, Social Media, Advertising, Microsoft Word, Salesforce.com, Fixed Income, Valuation, Risk Management, Business Analysis, Excel, Word, Budgeting, Financial Reporting, SEO, SQL, Optimization, CRM, Analytics, MySQL, Bonds, Vertica, FTP, Web Services, Agile Methodologies, Scrum, Software Development, SDLC, DCF, Project Management, ALM, Mergers & Acquisitions, CPC, Financial Modeling, Finance, Portfolio Management, Investments
Education
Hofstra University 2007 — 2011
BBA, Finance, International Business, Cum Laude
Brunswick School 2000 — 2007
University of Connecticut
Edwin Mays Edwin Mays's Merrill Lynch Experience May 2008 - July 2009
Job Investment Advisor Representative at Transamerica
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2015 - Present
MAYSGROUP INVESTMENT ADVISORS July 2009 - January 2015
Merrill Lynch May 2008 - July 2009
Citigroup Global Markets, Smith Barney March 2005 - May 2008
Oxford Analytica June 2004 - August 2005
Merrill Lynch July 1993 - December 2002
Skills
Estate Planning, Retirement Planning, Financial Planning, Life & Health Insurance..., Portfolio Management, Strategic Planning, Sports Coaching, Leadership, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Finance, Securities, Investment Advisory, Insurance, Investment Strategies, Business Development, Fixed Annuities, Social Media, Series 63
Education
Michigan State University 1981 — 1986
Bachelor's Degree, Psychology
Hofstra University 1988 — 1990
Transamerica Financial Advisors, Inc. February 2015 - Present
MAYSGROUP INVESTMENT ADVISORS July 2009 - January 2015
Merrill Lynch May 2008 - July 2009
Citigroup Global Markets, Smith Barney March 2005 - May 2008
Oxford Analytica June 2004 - August 2005
Merrill Lynch July 1993 - December 2002
Skills
Estate Planning, Retirement Planning, Financial Planning, Life & Health Insurance..., Portfolio Management, Strategic Planning, Sports Coaching, Leadership, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Finance, Securities, Investment Advisory, Insurance, Investment Strategies, Business Development, Fixed Annuities, Social Media, Series 63
Education
Michigan State University 1981 — 1986
Bachelor's Degree, Psychology
Hofstra University 1988 — 1990
Mark Alexander Mark Alexander's Merrill Lynch Experience January 2008 - December 2008
Job Board Member, Senior Advisor, ExCIO and Head of Technology and Operations at Major Financial Institutions
Industry Financial Services
Experience
Airex, Inc. September 2015 - Present
Latigo Financial Services July 2015 - Present
Ladder Capital Corp June 2015 - Present
Bank of America Merrill Lynch November 2013 - July 2015
Bank of America Merrill Lynch January 2009 - November 2013
Merrill Lynch January 2008 - December 2008
Merrill Lynch June 2007 - June 2008
Merrill Lynch December 2004 - June 2007
Merrill Lynch June 2000 - November 2004
Merrill Lynch June 1997 - June 2000
Skills
Equities, Fixed Income, Hedge Funds, Risk Management, Derivatives, Securities, Investment Banking, Capital Markets, Options, Mutual Funds, Trading, Financial Services, Asset Management, Investments, Portfolio Management, Banking
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Airex, Inc. September 2015 - Present
Latigo Financial Services July 2015 - Present
Ladder Capital Corp June 2015 - Present
Bank of America Merrill Lynch November 2013 - July 2015
Bank of America Merrill Lynch January 2009 - November 2013
Merrill Lynch January 2008 - December 2008
Merrill Lynch June 2007 - June 2008
Merrill Lynch December 2004 - June 2007
Merrill Lynch June 2000 - November 2004
Merrill Lynch June 1997 - June 2000
Skills
Equities, Fixed Income, Hedge Funds, Risk Management, Derivatives, Securities, Investment Banking, Capital Markets, Options, Mutual Funds, Trading, Financial Services, Asset Management, Investments, Portfolio Management, Banking
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Ely Jacobs, MHA, CPHQ's Merrill Lynch Experience September 1999 - March 2000
Job Manager Quality Initiatives at Physicians' Reciprocal Insurers
Industry Hospital & Health Care
Experience
Physicians' Reciprocal Insurers August 2013 - Present
Elderplan, Inc May 2008 - August 2013
Montefiore Medical Group December 2006 - December 2007
Willoughby Rehabilitation and Health Care Center August 2006 - December 2006
North Shore-Long Island Jewish Health System June 2005 - June 2006
Reuters Research Inc January 2001 - May 2005
David Berdon & Co. LLP April 2000 - January 2001
Merrill Lynch September 1999 - March 2000
Skills
Quality Management, Process Improvement, Data Analysis, Access, Health, HEDIS, Plan Star Ratings, SNP Structure and..., Facilitating and..., NCQA, Team Building, Quality Improvement, Medicare, Healthcare, Nonprofits, Disease Management, Physicians, Software Documentation, Hospitals, Medicaid, Healthcare Consulting, Clinical Research, HIPAA, Healthcare Information..., Policy, Utilization Management, Medicaid Managed Care, Analysis, Management, Health Education, Risk Management, Managed Care, Physician Relations, Provider Relations, Credentialing, JCAHO, Nursing, Performance Improvement, Health Insurance
Education
Hofstra University 2004 — 2005
Masters, Healthcare Administration
Queens College of the City University of New York 1995 — 1998
Bachelor of Arts, BALA (Business and Liberal Arts
Physicians' Reciprocal Insurers August 2013 - Present
Elderplan, Inc May 2008 - August 2013
Montefiore Medical Group December 2006 - December 2007
Willoughby Rehabilitation and Health Care Center August 2006 - December 2006
North Shore-Long Island Jewish Health System June 2005 - June 2006
Reuters Research Inc January 2001 - May 2005
David Berdon & Co. LLP April 2000 - January 2001
Merrill Lynch September 1999 - March 2000
Skills
Quality Management, Process Improvement, Data Analysis, Access, Health, HEDIS, Plan Star Ratings, SNP Structure and..., Facilitating and..., NCQA, Team Building, Quality Improvement, Medicare, Healthcare, Nonprofits, Disease Management, Physicians, Software Documentation, Hospitals, Medicaid, Healthcare Consulting, Clinical Research, HIPAA, Healthcare Information..., Policy, Utilization Management, Medicaid Managed Care, Analysis, Management, Health Education, Risk Management, Managed Care, Physician Relations, Provider Relations, Credentialing, JCAHO, Nursing, Performance Improvement, Health Insurance
Education
Hofstra University 2004 — 2005
Masters, Healthcare Administration
Queens College of the City University of New York 1995 — 1998
Bachelor of Arts, BALA (Business and Liberal Arts
Mitchell Weiner Mitchell Weiner's Merrill Lynch Experience 1996 - 1996
Job INFORMATION TECHNOLOGY PROFESSIONAL
Industry Financial Services
Experience
TIAA-CREF January 2013 - May 2015
AON HEWITT ASSOCIATES 2010 - 2011
DOUBLE ROCK CORPORATION (THE RESERVE) 2008 - 2009
TIAA-CREF 2006 - 2008
MELLON FINANCIAL/BUCK CONSULTANTS 1998 - 2005
Prudential Financial 1996 - 1998
Merrill Lynch 1996 - 1996
Comvestrix 1995 - 1996
Continental Insurance 1993 - 1995
New York Life Insurance Company 1989 - 1993
Skills
Process Improvement, Business Requirements, Requirements Analysis, Business Analysis, Visio, SDLC, Microsoft Excel, COBOL, Fileaid, CICS, PowerPoint, Microsoft Word, C#, COBOLII, MVS, Visual Studio, Lotus Notes, Easytrieve, ASP.NET, TSO, SAS, Access, SPF, Clarity, DB2, VM/CMS, OmniPlus, DCF, Barcode Technology, Docusolve, AFP, Librarian, Panvalet, Abend-Aid, IVR, Micro Focus COBOL, SQL DB2, PL/1, Assembler, Pascal, PowerBuilder, Fortran, Roscoe, CODE1, Mailstream, PowerImage, MS Project
Education
Hofstra University
BS, Computer Science - Business
TIAA-CREF January 2013 - May 2015
AON HEWITT ASSOCIATES 2010 - 2011
DOUBLE ROCK CORPORATION (THE RESERVE) 2008 - 2009
TIAA-CREF 2006 - 2008
MELLON FINANCIAL/BUCK CONSULTANTS 1998 - 2005
Prudential Financial 1996 - 1998
Merrill Lynch 1996 - 1996
Comvestrix 1995 - 1996
Continental Insurance 1993 - 1995
New York Life Insurance Company 1989 - 1993
Skills
Process Improvement, Business Requirements, Requirements Analysis, Business Analysis, Visio, SDLC, Microsoft Excel, COBOL, Fileaid, CICS, PowerPoint, Microsoft Word, C#, COBOLII, MVS, Visual Studio, Lotus Notes, Easytrieve, ASP.NET, TSO, SAS, Access, SPF, Clarity, DB2, VM/CMS, OmniPlus, DCF, Barcode Technology, Docusolve, AFP, Librarian, Panvalet, Abend-Aid, IVR, Micro Focus COBOL, SQL DB2, PL/1, Assembler, Pascal, PowerBuilder, Fortran, Roscoe, CODE1, Mailstream, PowerImage, MS Project
Education
Hofstra University
BS, Computer Science - Business
Laurence Mascera Laurence Mascera's Merrill Lynch Experience 2007 - 2007
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2011 - Present
NURTUREart Gallery May 2014 - Present
Momenta Art January 2011 - September 2012
Corsair Capital LLC January 2011 - June 2011
Broadpoint Gleacher January 2008 - September 2010
Societe Generale / SG Cowen & Company May 1999 - July 2007
Merrill Lynch 2007 - 2007
DTCC - The Depository Trust Company January 1997 - April 1999
Reuters America, Inc. May 1996 - January 1997
Smith Barney March 1995 - April 1996
Skills
Program Management, Outsourcing, Negotiation, Integration, SDLC, Project Management, Disaster Recovery, IT Strategy, Fixed Income, CRM, Business Analysis, Management, Mergers & Acquisitions, Strategy, Process Improvement, PMO, Banking, Equities, Investment Banking, Vendor Management, Capital Markets, Leadership, Financial Services
Education
LIU Post 1994 — 1997
MS, Computer Science
Hofstra University 1986 — 1990
BBA, Finance
Barclays Capital July 2011 - Present
NURTUREart Gallery May 2014 - Present
Momenta Art January 2011 - September 2012
Corsair Capital LLC January 2011 - June 2011
Broadpoint Gleacher January 2008 - September 2010
Societe Generale / SG Cowen & Company May 1999 - July 2007
Merrill Lynch 2007 - 2007
DTCC - The Depository Trust Company January 1997 - April 1999
Reuters America, Inc. May 1996 - January 1997
Smith Barney March 1995 - April 1996
Skills
Program Management, Outsourcing, Negotiation, Integration, SDLC, Project Management, Disaster Recovery, IT Strategy, Fixed Income, CRM, Business Analysis, Management, Mergers & Acquisitions, Strategy, Process Improvement, PMO, Banking, Equities, Investment Banking, Vendor Management, Capital Markets, Leadership, Financial Services
Education
LIU Post 1994 — 1997
MS, Computer Science
Hofstra University 1986 — 1990
BBA, Finance
William Pappert William Pappert's Merrill Lynch Experience May 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Morgan Stanley May 1997 - May 2008
Riggs Bank 1988 - 1997
Education
The George Washington University - School of Business 1997 — 2000
MBA, Finance
Hobart and William Smith Colleges 1982 — 1986
BA, Economics
Merrill Lynch May 2008 - Present
Morgan Stanley May 1997 - May 2008
Riggs Bank 1988 - 1997
Education
The George Washington University - School of Business 1997 — 2000
MBA, Finance
Hobart and William Smith Colleges 1982 — 1986
BA, Economics
May McCabe's Merrill Lynch Experience May 1990 - February 1991
Job IT Trainer/Coordinator/Writer at FDM Group, NYC
Industry Information Technology and Services
Experience
FDM Group, Wall St., NYC June 2014 - 2015
North Shore LIJ January 2013 - March 2013
Chubb Institute June 1999 - May 2002
Lilco August 1994 - January 1997
Smith Barney Shearson February 1991 - July 1994
Merrill Lynch May 1990 - February 1991
New York Life Insurance Company October 1986 - May 1990
Skills
Instructor/Trainer, Supervisory Experience, Analysis, Data Analysis, Database Design, DB2, Process Flow, Flow Charts, SQL, SQL*Plus, Oracle SQL, Back Office, Front-end Design, Requirements Analysis, SDLC, IT Management, Databases, Business Intelligence, Testing, Program Management
Education
Hofstra University 2012 — 2013
Certificate Program, Health Care Information Technology
State University of New York at Albany
Bachelor of Science, Management Information Systems
FDM Group, Wall St., NYC June 2014 - 2015
North Shore LIJ January 2013 - March 2013
Chubb Institute June 1999 - May 2002
Lilco August 1994 - January 1997
Smith Barney Shearson February 1991 - July 1994
Merrill Lynch May 1990 - February 1991
New York Life Insurance Company October 1986 - May 1990
Skills
Instructor/Trainer, Supervisory Experience, Analysis, Data Analysis, Database Design, DB2, Process Flow, Flow Charts, SQL, SQL*Plus, Oracle SQL, Back Office, Front-end Design, Requirements Analysis, SDLC, IT Management, Databases, Business Intelligence, Testing, Program Management
Education
Hofstra University 2012 — 2013
Certificate Program, Health Care Information Technology
State University of New York at Albany
Bachelor of Science, Management Information Systems
Linda Eckhardt Linda Eckhardt's Merrill Lynch Experience June 1998 - March 2001
Job Telecommunications Coordinator
Industry Telecommunications
Experience
Catholic Health Services of Long Island April 2013 - Present
Core BTS 2012 - 2013
Verizon Business January 2010 - May 2011
Dimension Data December 2007 - June 2008
Festo Corporation January 2007 - December 2007
Comforce, JP Morgan Chase, K-Force September 2001 - November 2006
Merrill Lynch June 1998 - March 2001
Williams Solutions (Formerly Wiltel Communications, and Nortel Communications) July 1994 - June 1998
Telecom Interim Staffing, TTI, Econ May 1987 - July 1994
Bloomberg September 1985 - December 1986
Skills
PBX, VoIP, Routers, Voice Mail, TDM, ACD, T1, Avaya, ISDN, Telephony, Cisco, Software Installation, Telecommunications, Installations, Meridian, TCP/IP, Troubleshooting, Deployment, ITIL, Routing
Education
Hofstra University 2009 — 2009
NA, CCNA and PMP
Hofstra University 2009 — 2009
Catholic Health Services of Long Island April 2013 - Present
Core BTS 2012 - 2013
Verizon Business January 2010 - May 2011
Dimension Data December 2007 - June 2008
Festo Corporation January 2007 - December 2007
Comforce, JP Morgan Chase, K-Force September 2001 - November 2006
Merrill Lynch June 1998 - March 2001
Williams Solutions (Formerly Wiltel Communications, and Nortel Communications) July 1994 - June 1998
Telecom Interim Staffing, TTI, Econ May 1987 - July 1994
Bloomberg September 1985 - December 1986
Skills
PBX, VoIP, Routers, Voice Mail, TDM, ACD, T1, Avaya, ISDN, Telephony, Cisco, Software Installation, Telecommunications, Installations, Meridian, TCP/IP, Troubleshooting, Deployment, ITIL, Routing
Education
Hofstra University 2009 — 2009
NA, CCNA and PMP
Hofstra University 2009 — 2009
Dwight Chin Dwight Chin's Merrill Lynch Experience April 2005 - May 2011
Job Desktop Support Specialist at AIO Network Solutions, LLC
Industry Information Technology and Services
Experience
AIO Network Solutions, LLC January 2015 - Present
PIMCO May 2011 - November 2014
Merrill Lynch April 2005 - May 2011
American Express July 2004 - April 2005
Pfizer November 1996 - July 2004
Skills
Windows 8, Windows 7, Windows XP, Microsoft Office, Active Directory, AirWatch - Mobile..., MobileIron - Mobile..., Microsoft Exchange, RSA SecurID, Microsoft SQL Server, VMware, Hyper-V, Microsoft Windows Server, Microsoft Lync, Blackberry Enterprise..., iOS, Mac OS
Education
Hofstra University
Bachelor's Degree, Business Administration and Management, General
AIO Network Solutions, LLC January 2015 - Present
PIMCO May 2011 - November 2014
Merrill Lynch April 2005 - May 2011
American Express July 2004 - April 2005
Pfizer November 1996 - July 2004
Skills
Windows 8, Windows 7, Windows XP, Microsoft Office, Active Directory, AirWatch - Mobile..., MobileIron - Mobile..., Microsoft Exchange, RSA SecurID, Microsoft SQL Server, VMware, Hyper-V, Microsoft Windows Server, Microsoft Lync, Blackberry Enterprise..., iOS, Mac OS
Education
Hofstra University
Bachelor's Degree, Business Administration and Management, General
Michael Magliocco Michael Magliocco's Merrill Lynch Experience May 2015 - Present
Job Team Financial Advisor at Merrill Lynch, Garden City, New York
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch December 2014 - March 2015
Prime Food Distributor, Inc. July 2013 - September 2014
The Meat Guys June 2010 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Microsoft Office, Leadership, Project Management, Management, Public Speaking
Education
Hofstra University 2013 — 2015
Bachelor's Degree, of Business Administration in Entrepreneurship, Senior Year
Merrill Lynch May 2015 - Present
Merrill Lynch December 2014 - March 2015
Prime Food Distributor, Inc. July 2013 - September 2014
The Meat Guys June 2010 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Microsoft Office, Leadership, Project Management, Management, Public Speaking
Education
Hofstra University 2013 — 2015
Bachelor's Degree, of Business Administration in Entrepreneurship, Senior Year
Adam Janowski's Merrill Lynch Experience December 2012 - April 2013
Job Tax Accountant, Entrepreneur
Industry Accounting
Experience
Grant Thornton LLP June 2014 - Present
United States Soccer Federation March 2014 - Present
LIVIN Apparel and Foundation January 2014 - Present
Long Island Goalkeeper Academy March 2011 - Present
Hofstra University Athletics August 2013 - January 2014
Merrill Lynch December 2012 - April 2013
Sbarro Corporate Headquaters April 2011 - August 2011
Skills
Leadership, Financial Analysis, Accounting, Financial Accounting, Time Management, Investments, MasterTax, Sports, US GAAP, IFRS, Economics, Entrepreneurship, Account Management, Team Management, Project Management, Wealth Management, Private Equity, Corporate Tax, CPA, Business Development, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Tax, Social Media
Education
Hofstra University 2013 — 2014
M.S. in Taxation, Tax Law/Taxation, 3.7 GPA
Hofstra University 2008 — 2012
BBA Accounting, Accounting and Business/Management
Grant Thornton LLP June 2014 - Present
United States Soccer Federation March 2014 - Present
LIVIN Apparel and Foundation January 2014 - Present
Long Island Goalkeeper Academy March 2011 - Present
Hofstra University Athletics August 2013 - January 2014
Merrill Lynch December 2012 - April 2013
Sbarro Corporate Headquaters April 2011 - August 2011
Skills
Leadership, Financial Analysis, Accounting, Financial Accounting, Time Management, Investments, MasterTax, Sports, US GAAP, IFRS, Economics, Entrepreneurship, Account Management, Team Management, Project Management, Wealth Management, Private Equity, Corporate Tax, CPA, Business Development, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Tax, Social Media
Education
Hofstra University 2013 — 2014
M.S. in Taxation, Tax Law/Taxation, 3.7 GPA
Hofstra University 2008 — 2012
BBA Accounting, Accounting and Business/Management
Jake Favale Jake Favale's Merrill Lynch Experience May 2014 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
East Hudson Urology Group January 2010 - August 2013
Yorktown Cycles July 2008 - August 2013
Skills
Finance, Sales, Marketing, Teamwork, Microsoft Excel, Leadership, Pricing, Microsoft Word, Microsoft Office, Fundraising, Payroll Services, Payroll, Time Management
Education
Hofstra University 2012 — 2016
Merrill Lynch May 2014 - Present
East Hudson Urology Group January 2010 - August 2013
Yorktown Cycles July 2008 - August 2013
Skills
Finance, Sales, Marketing, Teamwork, Microsoft Excel, Leadership, Pricing, Microsoft Word, Microsoft Office, Fundraising, Payroll Services, Payroll, Time Management
Education
Hofstra University 2012 — 2016
Alvin McCain Alvin McCain's Merrill Lynch Experience 1981 - 2009
Job Former IT Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1981 - 2009
Merrill Lynch Howard Johnson 1999 - 2004
Education
Hofstra University
BS, Public Accounting
Merrill Lynch 1981 - 2009
Merrill Lynch Howard Johnson 1999 - 2004
Education
Hofstra University
BS, Public Accounting
Andrew Snow, CFA Andrew Snow, CFA's Merrill Lynch Experience January 2009 - April 2009
Job Associate at Triangle Capital Corporation
Industry Financial Services
Experience
Triangle Capital Corporation February 2015 - Present
Triangle Capital Corporation March 2013 - February 2015
Barclays Capital June 2010 - March 2013
Bloomberg June 2009 - August 2009
Merrill Lynch January 2009 - April 2009
Skills
Leveraged Finance, Credit Risk, Financial Statement..., High Yield, Retail, Consumer Products, Mezzanine, Equities, LBO, Financial Modeling, Corporate Finance, Bloomberg Terminal, Investment Banking, Equity Research, Valuation, Due Diligence, Fixed Income, Microsoft Office, Investments, Capital Markets, Microsoft Excel, Portfolio Management, Bloomberg
Education
University of North Carolina at Wilmington 2006 — 2010
Finance & Economics
Hochschule Bremen 2008 — 2008
International Summer School of German Language, Culture and Business
Triangle Capital Corporation February 2015 - Present
Triangle Capital Corporation March 2013 - February 2015
Barclays Capital June 2010 - March 2013
Bloomberg June 2009 - August 2009
Merrill Lynch January 2009 - April 2009
Skills
Leveraged Finance, Credit Risk, Financial Statement..., High Yield, Retail, Consumer Products, Mezzanine, Equities, LBO, Financial Modeling, Corporate Finance, Bloomberg Terminal, Investment Banking, Equity Research, Valuation, Due Diligence, Fixed Income, Microsoft Office, Investments, Capital Markets, Microsoft Excel, Portfolio Management, Bloomberg
Education
University of North Carolina at Wilmington 2006 — 2010
Finance & Economics
Hochschule Bremen 2008 — 2008
International Summer School of German Language, Culture and Business
Andrew Feingold Andrew Feingold's Merrill Lynch Experience May 2005 - August 2005
Job Senior Research Analyst
Industry Marketing and Advertising
Experience
Nielsen May 2015 - Present
Nielsen September 2014 - May 2015
Nielsen July 2013 - September 2014
NBCUniversal, Inc. December 2012 - July 2013
The Nielsen Company August 2010 - January 2012
JWT-PRISM February 2010 - September 2010
ESBL Social Media December 2009 - January 2010
GroupM February 2008 - October 2009
Clear Channel Radio May 2006 - July 2006
Merrill Lynch May 2005 - August 2005
Skills
Nielsen Data, Market Research, Direct Marketing, Social Media Marketing, Marketing, Marketing Communications, Advertising, Advertising Research, Sports Writing, Qualitative Research, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Sports, Sales, Sports Marketing, Nielsen Galaxy Explorer, Audience Analysis, Social Media Measurement, Sponsorship Research, Account Management, Analytics, Event Management, Competitive Analysis, Sponsorship, Leadership, Press Releases, Training, Management, Broadcast
Education
Hofstra University 2002 — 2007
BBA in Marketing, Marketing
Birch Wathen Lenox 1998 — 2002
Nielsen May 2015 - Present
Nielsen September 2014 - May 2015
Nielsen July 2013 - September 2014
NBCUniversal, Inc. December 2012 - July 2013
The Nielsen Company August 2010 - January 2012
JWT-PRISM February 2010 - September 2010
ESBL Social Media December 2009 - January 2010
GroupM February 2008 - October 2009
Clear Channel Radio May 2006 - July 2006
Merrill Lynch May 2005 - August 2005
Skills
Nielsen Data, Market Research, Direct Marketing, Social Media Marketing, Marketing, Marketing Communications, Advertising, Advertising Research, Sports Writing, Qualitative Research, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Sports, Sales, Sports Marketing, Nielsen Galaxy Explorer, Audience Analysis, Social Media Measurement, Sponsorship Research, Account Management, Analytics, Event Management, Competitive Analysis, Sponsorship, Leadership, Press Releases, Training, Management, Broadcast
Education
Hofstra University 2002 — 2007
BBA in Marketing, Marketing
Birch Wathen Lenox 1998 — 2002
Dana Panepinto Dana Panepinto's Merrill Lynch Experience 2007 - 2008
Job AVPCompliance at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation August 2012 - Present
Standard & Poor's November 2008 - August 2012
Merrill Lynch 2007 - 2008
Standard & Poor's May 2006 - September 2007
Skills
Compliance, Analytical Skills, Financial Services, Project Management, Process Improvement, Microsoft Excel, MS Project, New Business Development, Securities, Leadership, Hedge Funds, Risk Management, Training, Credit Rating, Financial Risk, Finance, Fixed Income, Business Process..., Analysis, Management, Trading, Due Diligence, Operational Risk..., Software Documentation, Accounting, SharePoint, Derivatives, Capital Markets, Series 7, Vendor Management, Cross-functional Team..., Bloomberg
Education
Hofstra University 2001 — 2005
Bachelor of Fine Arts (B.F.A.)
Moody's Corporation August 2012 - Present
Standard & Poor's November 2008 - August 2012
Merrill Lynch 2007 - 2008
Standard & Poor's May 2006 - September 2007
Skills
Compliance, Analytical Skills, Financial Services, Project Management, Process Improvement, Microsoft Excel, MS Project, New Business Development, Securities, Leadership, Hedge Funds, Risk Management, Training, Credit Rating, Financial Risk, Finance, Fixed Income, Business Process..., Analysis, Management, Trading, Due Diligence, Operational Risk..., Software Documentation, Accounting, SharePoint, Derivatives, Capital Markets, Series 7, Vendor Management, Cross-functional Team..., Bloomberg
Education
Hofstra University 2001 — 2005
Bachelor of Fine Arts (B.F.A.)
Juan R. Cadavid, LUTCF, MBA Juan R. Cadavid, LUTCF, MBA's Merrill Lynch Experience April 2001 - June 2007
Job Relationship Banker
Industry Banking
Experience
Chase January 2015 - Present
MetLife December 2013 - January 2015
Financial Sales Representative at North Coast Financial Group, an office of MetLife March 2009 - December 2013
Credit Suisse First Boston May 2008 - November 2008
Merrill Lynch April 2001 - June 2007
Skills
Investments, Fixed Income, Derivatives, Financial Services, Insurance, Securities, Asset Allocation, Credit, FINRA, Retirement, Management, Small Business, Credit Derivatives, Financial Risk, Employee Benefits, Retirement Planning, Fixed Annuities, Equities, Defined Benefit, Series 63, Mutual Funds, Series 7, Finance, Wealth Management, Life Insurance, Variable Annuities
Education
Hofstra University
BE, Aerospace Engineering
Hofstra University
MBA, Finance & Int'l Business
St. Pius X Prep
Regents & High School Diploma, College Prep School
Chase January 2015 - Present
MetLife December 2013 - January 2015
Financial Sales Representative at North Coast Financial Group, an office of MetLife March 2009 - December 2013
Credit Suisse First Boston May 2008 - November 2008
Merrill Lynch April 2001 - June 2007
Skills
Investments, Fixed Income, Derivatives, Financial Services, Insurance, Securities, Asset Allocation, Credit, FINRA, Retirement, Management, Small Business, Credit Derivatives, Financial Risk, Employee Benefits, Retirement Planning, Fixed Annuities, Equities, Defined Benefit, Series 63, Mutual Funds, Series 7, Finance, Wealth Management, Life Insurance, Variable Annuities
Education
Hofstra University
BE, Aerospace Engineering
Hofstra University
MBA, Finance & Int'l Business
St. Pius X Prep
Regents & High School Diploma, College Prep School
Joshua Rios Joshua Rios's Merrill Lynch Experience June 2005 - August 2005
Job Vice President of Education at Toastmasters International TIP Club
Industry Management Consulting
Experience
New York City Managerial Employees Association October 2013 - Present
Toastmasters International January 2014 - Present
Home Delivery Link - Sears Syosset January 2011 - October 2013
Lincoln Merchandise Corp October 2010 - July 2011
Blockbuster February 2008 - December 2010
Schare & Associates January 2008 - October 2010
North Shore Long Island Jewish Healthcare Systems March 2006 - January 2008
Circuit City October 2005 - March 2006
Merrill Lynch June 2005 - August 2005
NYC Department of Education January 2002 - June 2005
Skills
Graphic Arts, Computer Technology, Management, Human Resources, Customer Service, Administrative..., Budgets, Time Management, Social Networking, Process Improvement, Teamwork, Microsoft Word
Education
Hofstra University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Project Management, 3.0
New York City Managerial Employees Association October 2013 - Present
Toastmasters International January 2014 - Present
Home Delivery Link - Sears Syosset January 2011 - October 2013
Lincoln Merchandise Corp October 2010 - July 2011
Blockbuster February 2008 - December 2010
Schare & Associates January 2008 - October 2010
North Shore Long Island Jewish Healthcare Systems March 2006 - January 2008
Circuit City October 2005 - March 2006
Merrill Lynch June 2005 - August 2005
NYC Department of Education January 2002 - June 2005
Skills
Graphic Arts, Computer Technology, Management, Human Resources, Customer Service, Administrative..., Budgets, Time Management, Social Networking, Process Improvement, Teamwork, Microsoft Word
Education
Hofstra University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Project Management, 3.0
Danielle Carini's Merrill Lynch Experience April 2009 - Present
Job Merrill Lynch Wealth Management
Industry Banking
Experience
Merrill Lynch April 2009 - Present
Bank of America June 1998 - Present
Skills
Series 7, Series 63, Series 24, Series 6, Wealth Management, Securities based lending, Life Insurance, Health Insurance, Mortgage Lending, Liquidity Management, Cross Selling, Fixed Annuities, Strategic Financial..., Retirement Planning, Uniform Combined State..., Credit, Securities, Investment Advisory, Consumer Lending, Small Business Lending, Cash Management, FINRA, Asset Allocation, Fixed Income, Relationship Management, Commercial Lending, Credit Analysis, Mutual Funds, Private Banking, Asset Management, Commercial Banking, Investments, Financial Services, Equities, Loans, Banking, Portfolio Management, Financial Advisory, Branch Banking
Education
Hofstra University 1997 — 1999
Bachelor, Business Management
Seaford
Merrill Lynch April 2009 - Present
Bank of America June 1998 - Present
Skills
Series 7, Series 63, Series 24, Series 6, Wealth Management, Securities based lending, Life Insurance, Health Insurance, Mortgage Lending, Liquidity Management, Cross Selling, Fixed Annuities, Strategic Financial..., Retirement Planning, Uniform Combined State..., Credit, Securities, Investment Advisory, Consumer Lending, Small Business Lending, Cash Management, FINRA, Asset Allocation, Fixed Income, Relationship Management, Commercial Lending, Credit Analysis, Mutual Funds, Private Banking, Asset Management, Commercial Banking, Investments, Financial Services, Equities, Loans, Banking, Portfolio Management, Financial Advisory, Branch Banking
Education
Hofstra University 1997 — 1999
Bachelor, Business Management
Seaford
Anthony Falco's Merrill Lynch Experience June 2015 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Hofstra University August 2014 - Present
Nassau Community College September 2014 - February 2015
Miami Car Wash January 2012 - September 2014
Wantagh Public Library July 2012 - July 2013
Skills
Customer Service, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Adobe Photoshop, Adobe Illustrator
Education
Hofstra University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, GPA 4.0
Wantagh High School 2009 — 2013
Advanced Regents Diploma
Merrill Lynch June 2015 - Present
Hofstra University August 2014 - Present
Nassau Community College September 2014 - February 2015
Miami Car Wash January 2012 - September 2014
Wantagh Public Library July 2012 - July 2013
Skills
Customer Service, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Adobe Photoshop, Adobe Illustrator
Education
Hofstra University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, GPA 4.0
Wantagh High School 2009 — 2013
Advanced Regents Diploma
Matthew Kirschenheiter, CIMA's Merrill Lynch Experience June 2006 - December 2007
Job Vice President, Regional Manager at PIMCO Investments
Industry Investment Management
Experience
PIMCO Investments February 2011 - Present
Allianz Global Investors December 2007 - February 2011
Merrill Lynch June 2006 - December 2007
Skills
Finance, Mutual Funds
Education
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
PIMCO Investments February 2011 - Present
Allianz Global Investors December 2007 - February 2011
Merrill Lynch June 2006 - December 2007
Skills
Finance, Mutual Funds
Education
Hofstra University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Bryan Evans Bryan Evans's Merrill Lynch Experience January 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Merrill Lynch January 2010 - January 2011
Merrill Lynch January 2009 - January 2010
Van der Moolen January 2000 - June 2007
Van der Moolen January 2000 - May 2007
Skills
Series 7, Equities, Securities, Equity Trading, Trading, Bloomberg, Options, ETFs, Alternative Investments, Capital Markets, Electronic Trading, Fixed Income, Trading Systems, Hedge Funds, Investments, Financial Markets, Derivatives, Bonds, Asset Allocation, Mutual Funds, FINRA, Financial Services, Structured Products, Equity Derivatives, Prime Brokerage, FX Options, Asset Management, Wealth Management, Investment Strategies, Bloomberg Terminal, Portfolio Management, Investment Banking, Technical Analysis, Investment Advisory, Equity Research, Investment Management, Middle Office, Hedging, Uniform Combined State...
Education
Frank G. Zarb School of Business, Hofstra University 2008 — 2010
2010 E.M.B.A, Executive Management
Hofstra University 2008 — 2010
EMBA, Management
Oneonta State College 1990 — 1994
Bachelor of Science, Business Economics
State University of New York College at Oneonta 1990 — 1994
BS, Business/Economics
Merrill Lynch January 2008 - Present
Merrill Lynch January 2010 - January 2011
Merrill Lynch January 2009 - January 2010
Van der Moolen January 2000 - June 2007
Van der Moolen January 2000 - May 2007
Skills
Series 7, Equities, Securities, Equity Trading, Trading, Bloomberg, Options, ETFs, Alternative Investments, Capital Markets, Electronic Trading, Fixed Income, Trading Systems, Hedge Funds, Investments, Financial Markets, Derivatives, Bonds, Asset Allocation, Mutual Funds, FINRA, Financial Services, Structured Products, Equity Derivatives, Prime Brokerage, FX Options, Asset Management, Wealth Management, Investment Strategies, Bloomberg Terminal, Portfolio Management, Investment Banking, Technical Analysis, Investment Advisory, Equity Research, Investment Management, Middle Office, Hedging, Uniform Combined State...
Education
Frank G. Zarb School of Business, Hofstra University 2008 — 2010
2010 E.M.B.A, Executive Management
Hofstra University 2008 — 2010
EMBA, Management
Oneonta State College 1990 — 1994
Bachelor of Science, Business Economics
State University of New York College at Oneonta 1990 — 1994
BS, Business/Economics
Dana Brandes Dana Brandes's Merrill Lynch Experience February 2011 - January 2013
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Merrill Lynch February 2011 - January 2013
Merrill Lynch September 2006 - November 2010
BANC OF AMERICA INVESTMENT SERVICES, INC September 2006 - December 2009
PERSONAL ASSET STRATEGIES, INC April 2005 - August 2006
Smith Barney 2001 - 2005
Skills
Series 7, Series 63, Financial Services
Education
Hofstra University 1982 — 1986
B.B.A, Banking, Finance, and Investments
Morgan Stanley Wealth Management January 2013 - Present
Merrill Lynch February 2011 - January 2013
Merrill Lynch September 2006 - November 2010
BANC OF AMERICA INVESTMENT SERVICES, INC September 2006 - December 2009
PERSONAL ASSET STRATEGIES, INC April 2005 - August 2006
Smith Barney 2001 - 2005
Skills
Series 7, Series 63, Financial Services
Education
Hofstra University 1982 — 1986
B.B.A, Banking, Finance, and Investments
David Cogliano, EA David Cogliano, EA's Merrill Lynch Experience 2000 - 2007
Job Vice President/Enrolled Agent at Cogliano and Sons Inc.
Industry Accounting
Experience
Cogliano and Sons Inc. October 2012 - Present
Angelo Cogliano Accounting 2000 - December 2011
Merrill Lynch 2000 - 2007
Skills
Enrolled Agent, Accountant, Bookkeeping, Accounting, Income Tax, Tax, Tax Preparation, Financial Reporting, Tax Returns, QuickBooks, Financial Analysis, Corporate Tax, Financial Statements, Financial Accounting, Auditing, Account Reconciliation, CPA, Cash Flow, Finance, General Ledger, Insurance, Management, Microsoft Office, Real Estate, Small Business, Strategic Financial..., Tax Accounting, Tax Law
Education
West Virginia University 1999 — 2001
BSBA, Finance
Hofstra University 1997 — 1998
Business, Finance
Cogliano and Sons Inc. October 2012 - Present
Angelo Cogliano Accounting 2000 - December 2011
Merrill Lynch 2000 - 2007
Skills
Enrolled Agent, Accountant, Bookkeeping, Accounting, Income Tax, Tax, Tax Preparation, Financial Reporting, Tax Returns, QuickBooks, Financial Analysis, Corporate Tax, Financial Statements, Financial Accounting, Auditing, Account Reconciliation, CPA, Cash Flow, Finance, General Ledger, Insurance, Management, Microsoft Office, Real Estate, Small Business, Strategic Financial..., Tax Accounting, Tax Law
Education
West Virginia University 1999 — 2001
BSBA, Finance
Hofstra University 1997 — 1998
Business, Finance
Ken Shurgan Ken Shurgan's Merrill Lynch Experience January 1988 - January 1990
Job Project Manager
Industry Financial Services
Experience
KS Consulting September 2009 - Present
JPMorgan Chase January 2008 - July 2009
MARCUM&KLIEGMAN LLP January 2006 - December 2007
J.H. Cohn/Reznick LLP January 2003 - December 2005
WASHINGTON MUTUAL January 1998 - December 2002
DRESDNER BANK January 1991 - December 1997
Merrill Lynch January 1988 - January 1990
KPMG US January 1984 - January 1988
Education
Pace University
MBA
Hofstra University
BBA
New York Institute of Finance
KS Consulting September 2009 - Present
JPMorgan Chase January 2008 - July 2009
MARCUM&KLIEGMAN LLP January 2006 - December 2007
J.H. Cohn/Reznick LLP January 2003 - December 2005
WASHINGTON MUTUAL January 1998 - December 2002
DRESDNER BANK January 1991 - December 1997
Merrill Lynch January 1988 - January 1990
KPMG US January 1984 - January 1988
Education
Pace University
MBA
Hofstra University
BBA
New York Institute of Finance
Stephen Koehler's Merrill Lynch Experience September 2006 - June 2010
Job Finance Controller Merlin Entertainment
Industry Financial Services
Experience
Merlin Entertainments plc September 2015 - Present
Citi April 2014 - September 2015
Citi December 2010 - April 2014
Morgan Stanley June 2010 - December 2010
Merrill Lynch September 2006 - June 2010
Skills
Equities, Analysis, Financial Reporting, G/L Reconciliations, Accounting, Capital Markets, Credit, Derivatives, Risk Management, Investments, Hedge Funds, Valuation, Fixed Income, Trading, Financial Analysis, Finance, Management
Education
Hofstra University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Marist College 2002 — 2006
Bachelor of Science (BS), Finance, General, 3.5
Merlin Entertainments plc September 2015 - Present
Citi April 2014 - September 2015
Citi December 2010 - April 2014
Morgan Stanley June 2010 - December 2010
Merrill Lynch September 2006 - June 2010
Skills
Equities, Analysis, Financial Reporting, G/L Reconciliations, Accounting, Capital Markets, Credit, Derivatives, Risk Management, Investments, Hedge Funds, Valuation, Fixed Income, Trading, Financial Analysis, Finance, Management
Education
Hofstra University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Marist College 2002 — 2006
Bachelor of Science (BS), Finance, General, 3.5
Gary DiPinto's Merrill Lynch Experience September 2006 - February 2009
Job QA Analyst/IT Professional
Industry Information Technology and Services
Experience
GD SOURCE INC. February 2010 - Present
SeniorNet June 2009 - Present
Barclays Wealth February 2010 - June 2010
Merrill Lynch September 2006 - February 2009
MarketAxess Corp 2001 - 2006
Infragistics (formerly Sheridan Software Systems) 1995 - 2000
Computer Associates, International (CA Inc.) 1988 - 1995
Skills
SQL, RDBMS, Skype, Software Quality..., SDLC, ClearQuest, Oracle, Databases, User Acceptance Testing, Visio, Test Cases, Project Management, Software Documentation, Windows, Windows 7
Education
Suffolk County Community College 2010 — 2011
Health IT Certificate Program
Hofstra University
Microsoft Visual Basic Programming Certificate
Hofstra University
Database Design Certificate program- RDBMS, SQL, Oracle, Access, Visual Basic
Nassau Community College
AS, Bus Admin
GD SOURCE INC. February 2010 - Present
SeniorNet June 2009 - Present
Barclays Wealth February 2010 - June 2010
Merrill Lynch September 2006 - February 2009
MarketAxess Corp 2001 - 2006
Infragistics (formerly Sheridan Software Systems) 1995 - 2000
Computer Associates, International (CA Inc.) 1988 - 1995
Skills
SQL, RDBMS, Skype, Software Quality..., SDLC, ClearQuest, Oracle, Databases, User Acceptance Testing, Visio, Test Cases, Project Management, Software Documentation, Windows, Windows 7
Education
Suffolk County Community College 2010 — 2011
Health IT Certificate Program
Hofstra University
Microsoft Visual Basic Programming Certificate
Hofstra University
Database Design Certificate program- RDBMS, SQL, Oracle, Access, Visual Basic
Nassau Community College
AS, Bus Admin
David Yavel David Yavel's Merrill Lynch Experience May 1996 - January 2004
Job BMW Corporate Fleet Manager
Industry Automotive
Experience
BMW January 2011 - Present
E*TRADE Financial January 2004 - March 2009
Merrill Lynch May 1996 - January 2004
Skills
Series 7, The Man, Wealth Management, Customer Satisfaction, Sales Management, Customer Service, Equities, Finance, Sales, Retirement Planning, Financial Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Negotiation, Investments, Series 63, Securities
Education
Hofstra University 1993 — 1997
Bachelor of Business Administration (BBA), Finance
State University of New York College at Old Westbury
Accounting, 3.7
BMW January 2011 - Present
E*TRADE Financial January 2004 - March 2009
Merrill Lynch May 1996 - January 2004
Skills
Series 7, The Man, Wealth Management, Customer Satisfaction, Sales Management, Customer Service, Equities, Finance, Sales, Retirement Planning, Financial Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Negotiation, Investments, Series 63, Securities
Education
Hofstra University 1993 — 1997
Bachelor of Business Administration (BBA), Finance
State University of New York College at Old Westbury
Accounting, 3.7
Justin Slosser Justin Slosser's Merrill Lynch Experience July 2007 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America June 2010 - April 2011
Bank of America January 2009 - May 2010
Merrill Lynch July 2007 - December 2008
Skills
Portfolio Management, Financial Analysis, Investment Banking, Credit, Derivatives, Financial Risk, Due Diligence, Loans, Underwriting, Finance, Mergers, Fixed Income, Bloomberg, Credit Analysis, Capital Markets, Credit Risk, Financial Modeling, Credit Derivatives, Financial Structuring, Corporate Finance, Banking, Risk Management
Education
Hofstra University 2003 — 2007
Bachelor of Business Administration
Hofstra University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Bank of America June 2010 - April 2011
Bank of America January 2009 - May 2010
Merrill Lynch July 2007 - December 2008
Skills
Portfolio Management, Financial Analysis, Investment Banking, Credit, Derivatives, Financial Risk, Due Diligence, Loans, Underwriting, Finance, Mergers, Fixed Income, Bloomberg, Credit Analysis, Capital Markets, Credit Risk, Financial Modeling, Credit Derivatives, Financial Structuring, Corporate Finance, Banking, Risk Management
Education
Hofstra University 2003 — 2007
Bachelor of Business Administration
Hofstra University 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Yair Fatal Yair Fatal's Merrill Lynch Experience 2002 - 2003
Job Operations Principal/Specialist
Industry Information Technology and Services
Experience
CA Technologies October 2011 - Present
CA, Inc. November 2009 - October 2011
CA, Inc. July 2007 - November 2009
CA Technologies May 2006 - June 2007
First Advantage, Inc. August 2003 - October 2005
Merrill Lynch 2002 - 2003
Siben & Siben LLP 2001 - 2002
Skills
SaaS, Financial Analysis, Analysis, Forecasting, Strategy, Process Improvement, Management, Professional Services, SAP, Financial Modeling, Leadership, Finance, Accounting, Business Planning, Business Analysis, Sarbanes-Oxley Act
Education
Hofstra University
MBA, International Business
Hofstra University
BBA, Finance
CA Technologies October 2011 - Present
CA, Inc. November 2009 - October 2011
CA, Inc. July 2007 - November 2009
CA Technologies May 2006 - June 2007
First Advantage, Inc. August 2003 - October 2005
Merrill Lynch 2002 - 2003
Siben & Siben LLP 2001 - 2002
Skills
SaaS, Financial Analysis, Analysis, Forecasting, Strategy, Process Improvement, Management, Professional Services, SAP, Financial Modeling, Leadership, Finance, Accounting, Business Planning, Business Analysis, Sarbanes-Oxley Act
Education
Hofstra University
MBA, International Business
Hofstra University
BBA, Finance
Joseph H. Borchers Joseph H. Borchers's Merrill Lynch Experience 1989 - 1990
Job Retirement & Health Insurance Planning
Industry Financial Services
Experience
Premium Planning Group January 1990 - Present
Principal Financial Group April 2013 - June 2015
Merrill Lynch 1989 - 1990
Skills
401(k), 403(b), SEP and..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 & 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Wealth Accumulation, Term Life Insurance, Whole Life Insurance, Informal Business...
Education
Hofstra University 1984 — 1988
BBA, Finance & Real Estate
Premium Planning Group January 1990 - Present
Principal Financial Group April 2013 - June 2015
Merrill Lynch 1989 - 1990
Skills
401(k), 403(b), SEP and..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6 & 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Universal Life Insurance, Wealth Accumulation, Term Life Insurance, Whole Life Insurance, Informal Business...
Education
Hofstra University 1984 — 1988
BBA, Finance & Real Estate
Marvin Benak Marvin Benak's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor at Merrill Lynch, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Bank of America April 2010 - Present
Citi Personal Wealth Management October 2006 - April 2010
Citi Smith barney May 2008 - August 2009
HSBC January 2000 - June 2006
Republic National Bank of New York 1988 - 2000
Republic National Bank 1988 - 2000
Skills
Wealth Management, Loans, Banking, Investments, Credit, Portfolio Management, Commercial Banking, Series 7, Series 63, Mortgage Lending, Credit Analysis, Retail Banking
Education
Hofstra University 1984 — 1988
ba, Banking and Finance
Great Neck North High School
Merrill Lynch May 2015 - Present
Bank of America April 2010 - Present
Citi Personal Wealth Management October 2006 - April 2010
Citi Smith barney May 2008 - August 2009
HSBC January 2000 - June 2006
Republic National Bank of New York 1988 - 2000
Republic National Bank 1988 - 2000
Skills
Wealth Management, Loans, Banking, Investments, Credit, Portfolio Management, Commercial Banking, Series 7, Series 63, Mortgage Lending, Credit Analysis, Retail Banking
Education
Hofstra University 1984 — 1988
ba, Banking and Finance
Great Neck North High School
Doug Klee Doug Klee's Merrill Lynch Experience 2004 - April 2009
Job Procurement Professional
Industry Financial Services
Experience
Defense Logistics Agency August 2009 - Present
Merrill L:ynch 2004 - April 2009
American Express November 1998 - May 2004
U.S. Army Reserve January 1978 - July 1999
Columbia University April 1997 - November 1998
Chase Bank (Formerly Chemical Bank) December 1984 - January 1997
Manufacturers Hanover Trust January 1981 - December 1984
Education
U.S. Army Command And General Staff College 1986 — 1989
Diploma, Senior Command Training, Strategic Studies, Global Military Operations
U.S. Army Military Police School 1978 — 1978
Diploma, Leadership, Logistics, Military Law
Hofstra University 1973 — 1978
BA, History/Military Science
Nassau Community College 1973 — 1975
Associates, History/Political Science
Defense Logistics Agency August 2009 - Present
Merrill L:ynch 2004 - April 2009
American Express November 1998 - May 2004
U.S. Army Reserve January 1978 - July 1999
Columbia University April 1997 - November 1998
Chase Bank (Formerly Chemical Bank) December 1984 - January 1997
Manufacturers Hanover Trust January 1981 - December 1984
Education
U.S. Army Command And General Staff College 1986 — 1989
Diploma, Senior Command Training, Strategic Studies, Global Military Operations
U.S. Army Military Police School 1978 — 1978
Diploma, Leadership, Logistics, Military Law
Hofstra University 1973 — 1978
BA, History/Military Science
Nassau Community College 1973 — 1975
Associates, History/Political Science
Erin Havard Erin Havard's Merrill Lynch Experience July 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Capitol Financial Partners June 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Access, Finance, Financial Analysis, Insurance, Strategic Financial..., Facebook, Management, Public Speaking, Social Media, Time Management
Education
Hofstra University 2011 — 2015
Finance, Finance, General
W.T Woodson Highschool 2008 — 2011
Merrill Lynch July 2015 - Present
Capitol Financial Partners June 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Access, Finance, Financial Analysis, Insurance, Strategic Financial..., Facebook, Management, Public Speaking, Social Media, Time Management
Education
Hofstra University 2011 — 2015
Finance, Finance, General
W.T Woodson Highschool 2008 — 2011
Jennifer Tevere Jennifer Tevere's Merrill Lynch Experience June 2008 - August 2008
Job Sr. Associate, Financial and Operations Mgmt. at North Shore University Hospital
Industry Hospital & Health Care
Experience
North Shore University Hospital June 2015 - Present
North Shore University Hospital June 2014 - June 2015
First Empire Securities June 2011 - June 2014
First Empire Securities, Inc March 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Alliance-Agency June 2006 - August 2006
Skills
Fixed Income, Series 7, Securities, Bloomberg, Series 63, Investments, Trading, Bonds, Financial Analysis, Equities, Finance, Capital Markets, Electronic Trading, FINRA, Wealth Management
Education
New York University 2015 — 2017
Master of Public Administration (MPA)
Hofstra University 2005 — 2009
North Shore University Hospital June 2015 - Present
North Shore University Hospital June 2014 - June 2015
First Empire Securities June 2011 - June 2014
First Empire Securities, Inc March 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Alliance-Agency June 2006 - August 2006
Skills
Fixed Income, Series 7, Securities, Bloomberg, Series 63, Investments, Trading, Bonds, Financial Analysis, Equities, Finance, Capital Markets, Electronic Trading, FINRA, Wealth Management
Education
New York University 2015 — 2017
Master of Public Administration (MPA)
Hofstra University 2005 — 2009
Fred Mannheimer, C(k)P®, CRPS®'s Merrill Lynch Experience November 1993 - Present
Job Senior Vice PresidentWealth Management, PIA Portfolio Manager with The MG Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1993 - Present
Royal Caribbean International January 1993 - October 1993
Berkely Group January 1987 - November 1992
Skills
Wealth Management, Retirement, Investment Management, Financial Services, 401k, Small Business, Loans, Personal Finance, Bonds, Options, Insurance, Credit, Mergers & Acquisitions, Management, Real Estate, Strategic Planning, Healthcare, Wealth Management..., CRPC, Finance, Management Consulting, Program Management, Business Development, Pensions, Portfolio Management, Investment Advisory, Retirement Planning
Education
Hofstra University 1981 — 1987
Banking and Finance
University of Pennsylvania - The Wharton School 1979 — 1981
Merrill Lynch November 1993 - Present
Royal Caribbean International January 1993 - October 1993
Berkely Group January 1987 - November 1992
Skills
Wealth Management, Retirement, Investment Management, Financial Services, 401k, Small Business, Loans, Personal Finance, Bonds, Options, Insurance, Credit, Mergers & Acquisitions, Management, Real Estate, Strategic Planning, Healthcare, Wealth Management..., CRPC, Finance, Management Consulting, Program Management, Business Development, Pensions, Portfolio Management, Investment Advisory, Retirement Planning
Education
Hofstra University 1981 — 1987
Banking and Finance
University of Pennsylvania - The Wharton School 1979 — 1981
Erin Markov's Merrill Lynch Experience June 2012 - August 2012
Job International Business Student at Northeastern University
Industry Marketing and Advertising
Experience
Daimler AG March 2015 - Present
VFA July 2013 - June 2014
Schlesinger Associates April 2013 - June 2013
Mobinett Interactive, Inc. November 2012 - January 2013
Merrill Lynch June 2012 - August 2012
ShortForm December 2011 - April 2012
Pine Grove Day Camp June 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Spanish, Microsoft Excel, English, Conversational German, Marketing, Social Media Marketing, Social Media, Marketing Communications, Facebook, Event Planning, Teamwork, Microsoft Word, Blogging
Education
Northeastern University 2011 — 2016
International Business
Hochschule Reutlingen
Bachelor's Degree, International Management
Daimler AG March 2015 - Present
VFA July 2013 - June 2014
Schlesinger Associates April 2013 - June 2013
Mobinett Interactive, Inc. November 2012 - January 2013
Merrill Lynch June 2012 - August 2012
ShortForm December 2011 - April 2012
Pine Grove Day Camp June 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Spanish, Microsoft Excel, English, Conversational German, Marketing, Social Media Marketing, Social Media, Marketing Communications, Facebook, Event Planning, Teamwork, Microsoft Word, Blogging
Education
Northeastern University 2011 — 2016
International Business
Hochschule Reutlingen
Bachelor's Degree, International Management
Howard Neugeboren's Merrill Lynch Experience May 1995 - March 2002
Job Managing Member Conventus Capital LLC
Industry Financial Services
Experience
Conventus Capital September 2011 - Present
First New York Securities May 2002 - July 2011
Merrill Lynch May 1995 - March 2002
Smith New court April 1992 - June 1995
Skills
Electronic Trading, Trading, Risk Management, Equities, Series 7, Bloomberg, Fixed Income, Trading Systems, Portfolio Management, Financial Markets, Hedge Funds, Options, Equity Trading, Derivatives, Capital Markets, Alternative Investments, Investment Banking, Prime Brokerage, Securities, Series 63, Back Office, Middle Office, FINRA, Asset Management, Proprietary Trading, FX Options, Equity Derivatives, ETFs, Commodity, Investments, Technical Analysis, Market Data, Structured Products, Series 24, Trading Strategies, Valuation, Hedging, Settlement, Bonds
Education
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Conventus Capital September 2011 - Present
First New York Securities May 2002 - July 2011
Merrill Lynch May 1995 - March 2002
Smith New court April 1992 - June 1995
Skills
Electronic Trading, Trading, Risk Management, Equities, Series 7, Bloomberg, Fixed Income, Trading Systems, Portfolio Management, Financial Markets, Hedge Funds, Options, Equity Trading, Derivatives, Capital Markets, Alternative Investments, Investment Banking, Prime Brokerage, Securities, Series 63, Back Office, Middle Office, FINRA, Asset Management, Proprietary Trading, FX Options, Equity Derivatives, ETFs, Commodity, Investments, Technical Analysis, Market Data, Structured Products, Series 24, Trading Strategies, Valuation, Hedging, Settlement, Bonds
Education
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Joseph Mastroianni Joseph Mastroianni's Merrill Lynch Experience September 2005 - October 2011
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Allstate Financial Services, LLC December 2012 - October 2014
Wells Fargo Advisors, LLC October 2011 - January 2013
Merrill Lynch September 2005 - October 2011
Bank of America March 2003 - August 2005
Skills
Retirement Income..., Financial Guidance, Asset Preservation, Special Needs Planning, Personal Pension Plans, Risk Management, Charitable Gift..., Private Foundations, Life & Health Insurance..., Long Term Care Insurance, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Financial Planning
Education
Hodges University
Bachelor's Degree, Finance and Financial Management Services
University of Central Florida
Associate's Degree, Business Administration and Management, General
Wells Fargo Advisors, LLC October 2014 - Present
Allstate Financial Services, LLC December 2012 - October 2014
Wells Fargo Advisors, LLC October 2011 - January 2013
Merrill Lynch September 2005 - October 2011
Bank of America March 2003 - August 2005
Skills
Retirement Income..., Financial Guidance, Asset Preservation, Special Needs Planning, Personal Pension Plans, Risk Management, Charitable Gift..., Private Foundations, Life & Health Insurance..., Long Term Care Insurance, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Financial Planning
Education
Hodges University
Bachelor's Degree, Finance and Financial Management Services
University of Central Florida
Associate's Degree, Business Administration and Management, General
Brian Lessig Brian Lessig's Merrill Lynch Experience 1999 - 2009
Job Managing Director at Grace Bay Ventures, LLC
Industry Financial Services
Experience
Grace Bay Ventures, LLC March 2011 - Present
Sol-Wind, LLC 2013 - 2015
Southport Lane Management January 2012 - May 2013
Quadrant Management 2009 - 2010
Merrill Lynch 1999 - 2009
Ernst & Young 1993 - 1997
Skills
Private Equity, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Start-ups, Asset Management, Finance, Management, IPO, Venture Capital, Alternative Investments, Investment Banking, Valuation, Financial Modeling, Hedge Funds, Due Diligence, Corporate Finance, Capital Markets, Corporate Development
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, Management & Strategy and Marketing
Hofstra University 1989 — 1993
BBA, Accounting, Finance
Grace Bay Ventures, LLC March 2011 - Present
Sol-Wind, LLC 2013 - 2015
Southport Lane Management January 2012 - May 2013
Quadrant Management 2009 - 2010
Merrill Lynch 1999 - 2009
Ernst & Young 1993 - 1997
Skills
Private Equity, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Start-ups, Asset Management, Finance, Management, IPO, Venture Capital, Alternative Investments, Investment Banking, Valuation, Financial Modeling, Hedge Funds, Due Diligence, Corporate Finance, Capital Markets, Corporate Development
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA), Finance, Management & Strategy and Marketing
Hofstra University 1989 — 1993
BBA, Accounting, Finance
Christopher Koenig's Merrill Lynch Experience January 2006 - March 2007
Job Principal responsible for sellside/buyside/capital raising activites at G2 Capital Advisors, a boutique investment bank
Industry Financial Services
Experience
G2 Capital Advisors October 2013 - Present
TD Bank October 2010 - October 2013
India Brook Partners, LLC September 2008 - October 2010
NewStar Financial April 2007 - April 2008
Merrill Lynch January 2006 - March 2007
Merrill Lynch January 2003 - January 2005
Merrill Lynch July 2000 - January 2003
PricewaterhouseCoopers September 1998 - March 1999
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Investments, Financial Modeling, Valuation, Private Equity, Equities, Structured Finance, Investment Banking, Capital Markets, Corporate Finance, Strategy, Financial Analysis, Restructuring, Credit, Financial Risk, Business Development, Analysis, Venture Capital, Loans, Financial Structuring, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
BS, Finance/Economics
Hofstra University 1996 — 1998
Finance
Brentwood High School
G2 Capital Advisors October 2013 - Present
TD Bank October 2010 - October 2013
India Brook Partners, LLC September 2008 - October 2010
NewStar Financial April 2007 - April 2008
Merrill Lynch January 2006 - March 2007
Merrill Lynch January 2003 - January 2005
Merrill Lynch July 2000 - January 2003
PricewaterhouseCoopers September 1998 - March 1999
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Investments, Financial Modeling, Valuation, Private Equity, Equities, Structured Finance, Investment Banking, Capital Markets, Corporate Finance, Strategy, Financial Analysis, Restructuring, Credit, Financial Risk, Business Development, Analysis, Venture Capital, Loans, Financial Structuring, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
BS, Finance/Economics
Hofstra University 1996 — 1998
Finance
Brentwood High School
Marc H. Merritt Marc H. Merritt's Merrill Lynch Experience 2001 - 2002
Job Banking/Independent Financial Consultant
Industry Banking
Experience
CEIS Review Inc. October 2014 - Present
Independent Financial Consultant October 2014 - Present
HSBC September 2013 - October 2014
HSBC November 2011 - August 2013
Marathon National Bank March 2008 - November 2011
IDB Bank 2007 - 2008
Sterling National Bank 2006 - 2007
Citigroup 2002 - 2006
Merrill Lynch 2001 - 2002
AveroInc.com 2000 - 2001
Skills
NYS, NJ Insurance..., Commercial Lending, Asset Based Lending, Cash Flow Lending, Law Firm Financing, Securities Lending, Technology, Private Banking, Life Insurance, Real Estate Financing, Restaurant Lending, Contractor Financing, Retail Banking, Underwriting, Financial Services, Loans, Securities, Banking, Credit, Structured Finance, Leadership, Portfolio Management, Capital Markets, Cross Selling, Finance, Commercial Banking, Lines Of Credit, Credit Analysis, Middle Market, Trading, Cash Management, Insurance, Credit Risk, Relationship Management, Mortgage Lending, Treasury Management, Small Business Lending, Syndications, Financial Structuring, Wealth Management, Investments, Executive Management, Mutual Funds, Investment Banking, Funding, Corporate Finance, Asset Management, Loan Origination, Strategic Financial..., Fixed Income
Education
Hofstra University 1994 — 1997
Graduate School MBA Program/Finance
Babson College 1981 — 1985
B.S (Honors), Bus Mgt & Finance
CEIS Review Inc. October 2014 - Present
Independent Financial Consultant October 2014 - Present
HSBC September 2013 - October 2014
HSBC November 2011 - August 2013
Marathon National Bank March 2008 - November 2011
IDB Bank 2007 - 2008
Sterling National Bank 2006 - 2007
Citigroup 2002 - 2006
Merrill Lynch 2001 - 2002
AveroInc.com 2000 - 2001
Skills
NYS, NJ Insurance..., Commercial Lending, Asset Based Lending, Cash Flow Lending, Law Firm Financing, Securities Lending, Technology, Private Banking, Life Insurance, Real Estate Financing, Restaurant Lending, Contractor Financing, Retail Banking, Underwriting, Financial Services, Loans, Securities, Banking, Credit, Structured Finance, Leadership, Portfolio Management, Capital Markets, Cross Selling, Finance, Commercial Banking, Lines Of Credit, Credit Analysis, Middle Market, Trading, Cash Management, Insurance, Credit Risk, Relationship Management, Mortgage Lending, Treasury Management, Small Business Lending, Syndications, Financial Structuring, Wealth Management, Investments, Executive Management, Mutual Funds, Investment Banking, Funding, Corporate Finance, Asset Management, Loan Origination, Strategic Financial..., Fixed Income
Education
Hofstra University 1994 — 1997
Graduate School MBA Program/Finance
Babson College 1981 — 1985
B.S (Honors), Bus Mgt & Finance
Amaliah Gellman Amaliah Gellman's Merrill Lynch Experience February 1996 - May 1997
Job Loan and Marketing Coordinator
Industry Fund-Raising
Experience
Pinky Shah's NJ Mortgage LLC June 2015 - Present
Trenton Public Schools January 2014 - March 2015
Cause and Event Consultants, L.L.C. October 2009 - June 2014
Treazure Scapes August 2009 - September 2012
Bank of America August 2008 - May 2012
Bank of America May 1997 - August 2008
Merrill Lynch February 1996 - May 1997
Merrill Lynch August 1995 - February 1996
NW Ayer 1981 - 1986
Skills
Fundraising, Marketing, Event Management, Non-profits, Advertising, Public Relations, Social Networking, Customer Service, Sales, Direct Marketing, Grant Writing, Small Business
Education
Hofstra University
BBA Marketing
Iona College
MBA, Marketing
Pinky Shah's NJ Mortgage LLC June 2015 - Present
Trenton Public Schools January 2014 - March 2015
Cause and Event Consultants, L.L.C. October 2009 - June 2014
Treazure Scapes August 2009 - September 2012
Bank of America August 2008 - May 2012
Bank of America May 1997 - August 2008
Merrill Lynch February 1996 - May 1997
Merrill Lynch August 1995 - February 1996
NW Ayer 1981 - 1986
Skills
Fundraising, Marketing, Event Management, Non-profits, Advertising, Public Relations, Social Networking, Customer Service, Sales, Direct Marketing, Grant Writing, Small Business
Education
Hofstra University
BBA Marketing
Iona College
MBA, Marketing
Brett Vetensky's Merrill Lynch Experience 2000 - 2005
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2009 - Present
Morgan Stanley 2005 - 2009
Merrill Lynch 2000 - 2005
BMO Nesbitt Burns 1994 - 2000
Skills
Asset Allocation, Investments, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Retirement, Alternative Investments, Equities, Fixed Annuities, Fixed Income
Education
Hofstra University 1993 — 1994
Bachelor of Business Administration (BBA), Finance, General
University of Miami 1989 — 1993
Wells Fargo Advisors December 2009 - Present
Morgan Stanley 2005 - 2009
Merrill Lynch 2000 - 2005
BMO Nesbitt Burns 1994 - 2000
Skills
Asset Allocation, Investments, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Retirement, Alternative Investments, Equities, Fixed Annuities, Fixed Income
Education
Hofstra University 1993 — 1994
Bachelor of Business Administration (BBA), Finance, General
University of Miami 1989 — 1993
Kevin Crosthwaite's Merrill Lynch Experience January 1997 - May 1998
Job Real Estate Investment Consultant,Commercial, Hotels, Land Development ,1031 Exchanges Off Market
Industry Real Estate
Experience
Douglas Elliman Real Estate June 2008 - Present
Carlyle Capital Partners February 1994 - Present
Atwood Richards May 1998 - February 1999
Merrill Lynch January 1997 - May 1998
Spartus Holdings/Division of Hanson PLC January 1990 - November 1994
Dynasty Classics January 1989 - December 1989
International China January 1986 - December 1989
Pfaltzgraff 1981 - 1986
Skills
Strategy, Leadership, New Business Development, Marketing, Competitive Analysis, Entrepreneurship, Management, Mergers & Acquisitions, Coaching, Sales, Negotiation, Strategic Planning, Marketing Strategy, Selling, Public Speaking, Start-ups, Real Estate, Real Estate Transactions, Business Development, Program Management, Business Strategy, Investment Properties, Small Business, Leadership Development, Finance, Strategic Partnerships, Sales Management, Executive Management, Residential Homes, Investments, International Business, Business Analysis, Contract Negotiation, Consulting, Networking, Management Consulting, Strategic Leadership, Licensing Agreements, Private Equity, M&A experience, Venture Capital, International Joint..., Licensing, Team Building, Commercial Real Estate
Education
Hofstra University 1970 — 1974
Bachelor of Science (BS), Business
Great Neck North 1968 — 1970
Douglas Elliman Real Estate June 2008 - Present
Carlyle Capital Partners February 1994 - Present
Atwood Richards May 1998 - February 1999
Merrill Lynch January 1997 - May 1998
Spartus Holdings/Division of Hanson PLC January 1990 - November 1994
Dynasty Classics January 1989 - December 1989
International China January 1986 - December 1989
Pfaltzgraff 1981 - 1986
Skills
Strategy, Leadership, New Business Development, Marketing, Competitive Analysis, Entrepreneurship, Management, Mergers & Acquisitions, Coaching, Sales, Negotiation, Strategic Planning, Marketing Strategy, Selling, Public Speaking, Start-ups, Real Estate, Real Estate Transactions, Business Development, Program Management, Business Strategy, Investment Properties, Small Business, Leadership Development, Finance, Strategic Partnerships, Sales Management, Executive Management, Residential Homes, Investments, International Business, Business Analysis, Contract Negotiation, Consulting, Networking, Management Consulting, Strategic Leadership, Licensing Agreements, Private Equity, M&A experience, Venture Capital, International Joint..., Licensing, Team Building, Commercial Real Estate
Education
Hofstra University 1970 — 1974
Bachelor of Science (BS), Business
Great Neck North 1968 — 1970
Lee Silpe Lee Silpe's Merrill Lynch Experience August 2005 - December 2006
Job Real Estate COO | Senior Investment Analyst
Industry Real Estate
Experience
Berko & Associates June 2011 - Present
Merrill Lynch August 2005 - December 2006
Merrill Lynch March 2005 - August 2005
Skills
Real Estate Economics, Valuation, Real Estate Financing, Cash Flow Forecasting, Investments, Real Estate, Leases, Property, Cash Flow, Real Estate Development, Asset Managment, Disposition, Due Diligence, CMBS, Investment Properties, Finance, Asset Management, Portfolio Management, Mortgage Lending, Brokerage, Commercial Real Estate, Real Estate Transactions, Alternative Investments, Property Management, Market Research
Education
Hofstra University 2007 — 2010
BBA, International Business
Berko & Associates June 2011 - Present
Merrill Lynch August 2005 - December 2006
Merrill Lynch March 2005 - August 2005
Skills
Real Estate Economics, Valuation, Real Estate Financing, Cash Flow Forecasting, Investments, Real Estate, Leases, Property, Cash Flow, Real Estate Development, Asset Managment, Disposition, Due Diligence, CMBS, Investment Properties, Finance, Asset Management, Portfolio Management, Mortgage Lending, Brokerage, Commercial Real Estate, Real Estate Transactions, Alternative Investments, Property Management, Market Research
Education
Hofstra University 2007 — 2010
BBA, International Business
Laura Molins Laura Molins's Merrill Lynch Experience June 2007 - August 2007
Job Reservations at Woodloch Pines
Industry Hospitality
Experience
Woodloch September 2013 - Present
Woodloch September 2013 - Present
Woodloch September 2013 - Present
Woodloch June 2010 - Present
Woodloch October 2011 - January 2013
Merrill Lynch June 2007 - August 2007
Abercrombie & Fitch June 2005 - August 2005
Lufthansa June 2004 - August 2004
Skills
Microsoft Excel, Microsoft Word, Exceptional People..., Sales, Hospitality, Experience Working with..., Phone Etiquette, PowerPoint, Teamwork, Team Leadership, Flexibility
Education
Hofstra University 2005 — 2010
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Manhasset High School 2001 — 2005
Woodloch September 2013 - Present
Woodloch September 2013 - Present
Woodloch September 2013 - Present
Woodloch June 2010 - Present
Woodloch October 2011 - January 2013
Merrill Lynch June 2007 - August 2007
Abercrombie & Fitch June 2005 - August 2005
Lufthansa June 2004 - August 2004
Skills
Microsoft Excel, Microsoft Word, Exceptional People..., Sales, Hospitality, Experience Working with..., Phone Etiquette, PowerPoint, Teamwork, Team Leadership, Flexibility
Education
Hofstra University 2005 — 2010
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Manhasset High School 2001 — 2005
Will Connery's Merrill Lynch Experience May 2010 - August 2010
Job Prospect Manager at BSN SPORTS
Industry Sports
Experience
BSN SPORTS June 2014 - Present
Pactiv, LLC June 2013 - May 2014
Pactiv, LLC July 2012 - June 2013
Graph Tex May 2010 - January 2012
Merrill Lynch May 2010 - August 2010
Skills
Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Research, Customer Service, Windows, Negotiation, Teaching, Public Speaking, Photoshop, Analysis, Inventory Management, Sales, Team Building, Coaching, Leadership Development, Salesforce.com, Management, Retail, SAP, Logistics, Training
Education
Hobart College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.1
BSN SPORTS June 2014 - Present
Pactiv, LLC June 2013 - May 2014
Pactiv, LLC July 2012 - June 2013
Graph Tex May 2010 - January 2012
Merrill Lynch May 2010 - August 2010
Skills
Microsoft Excel, English, Microsoft Office, Microsoft Word, PowerPoint, Research, Customer Service, Windows, Negotiation, Teaching, Public Speaking, Photoshop, Analysis, Inventory Management, Sales, Team Building, Coaching, Leadership Development, Salesforce.com, Management, Retail, SAP, Logistics, Training
Education
Hobart College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.1
Anthony Camilleri, AAMS Anthony Camilleri, AAMS's Merrill Lynch Experience September 1996 - December 1998
Job Regional Vice President at Capital Group
Industry Investment Management
Experience
Capital Group November 2013 - Present
Invesco Ltd. June 2010 - October 2013
DWS Investments June 2006 - June 2010
Evergreen Investments November 2003 - June 2006
Travelers January 2001 - November 2003
OppenheimerFunds January 1999 - December 2000
Merrill Lynch September 1996 - December 1998
Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking
Education
Molloy College 1992 — 1994
B of A, Business Management
Hofstra University 1990 — 1992
Business Management
Capital Group November 2013 - Present
Invesco Ltd. June 2010 - October 2013
DWS Investments June 2006 - June 2010
Evergreen Investments November 2003 - June 2006
Travelers January 2001 - November 2003
OppenheimerFunds January 1999 - December 2000
Merrill Lynch September 1996 - December 1998
Skills
Mutual Funds, Portfolio Management, Accredited Asset..., Life & Health Insurance..., Series 7,26,63,65, Separately Managed..., ETFs, Financial Advisory, Finance, Strategic Financial..., Banking
Education
Molloy College 1992 — 1994
B of A, Business Management
Hofstra University 1990 — 1992
Business Management
Lou Prastil, MBA's Merrill Lynch Experience February 2008 - May 2008
Job Clinical Analytics & Applications at North ShoreLIJ Health System
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System November 2014 - Present
Marist College March 2014 - Present
North Shore-LIJ Health System September 2010 - November 2014
First Data Corporation June 2010 - September 2010
Bosal USA January 2009 - January 2009
Merrill Lynch February 2008 - May 2008
Skills
Finance, Analysis, Hospital Information..., Allscripts, Allscripts Care..., Ad-Hoc Report..., Case Management, Clinical Systems..., Financial Reporting, Process Improvement, Trend Analysis, Variance Analysis, Project Management, Microsoft Office, Financial Analysis, Budgets, Accounting, Microsoft Excel, Risk Management, Access, Financial Modeling, Data Analysis, Policy, SAP, Risk Assessment, PeopleSoft, Forecasting, Financial Risk, SAP BPC, SAP BI, Data Modeling, Microsoft SQL Server
Education
Hofstra University 2009 — 2012
MBA, Information Technology, With Distinction
Marist College 2005 — 2009
BS, Business Administration, Concentration in Finance
North Shore-LIJ Health System November 2014 - Present
Marist College March 2014 - Present
North Shore-LIJ Health System September 2010 - November 2014
First Data Corporation June 2010 - September 2010
Bosal USA January 2009 - January 2009
Merrill Lynch February 2008 - May 2008
Skills
Finance, Analysis, Hospital Information..., Allscripts, Allscripts Care..., Ad-Hoc Report..., Case Management, Clinical Systems..., Financial Reporting, Process Improvement, Trend Analysis, Variance Analysis, Project Management, Microsoft Office, Financial Analysis, Budgets, Accounting, Microsoft Excel, Risk Management, Access, Financial Modeling, Data Analysis, Policy, SAP, Risk Assessment, PeopleSoft, Forecasting, Financial Risk, SAP BPC, SAP BI, Data Modeling, Microsoft SQL Server
Education
Hofstra University 2009 — 2012
MBA, Information Technology, With Distinction
Marist College 2005 — 2009
BS, Business Administration, Concentration in Finance
![Terry K. Harrigan [LION 2740+]](https://cdn.bearsofficialsstore.com/li/webp/13729799.webp)
Terry K. Harrigan [LION 2740+] Terry K. Harrigan [LION 2740+]'s Merrill Lynch Experience 1994 - 1996
Job at Regal Home Enterprises, LLC
Industry Consumer Services
Experience
Regal Home Enterprises LLC December 2007 - Present
Residential Home Funding January 2010 - October 2011
NJ Lenders Corp March 2009 - January 2010
Marquis Mortgage Associates January 2002 - February 2009
Accenture 1996 - 2001
Merrill Lynch 1994 - 1996
Selective Insurance 1990 - 1994
Merrill Lynch 1987 - 1989
Brooks Fashions 1985 - 1987
St. Vincent Hospital 1981 - 1985
Skills
Mortgage Lending, Investment Properties, Loans, Foreclosures, Selling, Investors, Credit, Referrals, Sellers, Finance, Sales, Refinance, Real Estate, Small Business, Entrepreneurship, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1981
Social Work
Hofstra University 1977 — 1980
B.A., Psychology
Regal Home Enterprises LLC December 2007 - Present
Residential Home Funding January 2010 - October 2011
NJ Lenders Corp March 2009 - January 2010
Marquis Mortgage Associates January 2002 - February 2009
Accenture 1996 - 2001
Merrill Lynch 1994 - 1996
Selective Insurance 1990 - 1994
Merrill Lynch 1987 - 1989
Brooks Fashions 1985 - 1987
St. Vincent Hospital 1981 - 1985
Skills
Mortgage Lending, Investment Properties, Loans, Foreclosures, Selling, Investors, Credit, Referrals, Sellers, Finance, Sales, Refinance, Real Estate, Small Business, Entrepreneurship, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1981
Social Work
Hofstra University 1977 — 1980
B.A., Psychology
David Rothman David Rothman's Merrill Lynch Experience February 2004 - February 2005
Job CEO, CME Acuity Rx LLC
Industry Pharmaceuticals
Experience
CME Acuity Rx LLC January 2007 - Present
Merrill Lynch February 2004 - February 2005
Toltzis Communications LLC August 1999 - June 2002
Nelson Communications April 1991 - August 1999
GHBM Healthworld 1998 - 1998
Lally, McFarland Pantello June 1986 - June 1989
Ciba-Geigy December 1978 - May 1984
Merck June 1972 - December 1978
Skills
Market Research, Medical Education, Marketing, Pharmaceutical Industry, Managed Care, Oncology, Competitive Analysis, Hospital Sales, Biotechnology, Sales Presentations, Cross-functional Team..., Marketing Strategy, Research, Product Development, Strategic Planning, Product Launch, Pharmaceutical Sales, Advertising, Sales, CRM, Competitive Intelligence, Leadership, Healthcare, Strategy, Market Analysis
Education
Seton Hall University 1972 — 1977
MBA, Marketing
New York University 1969 — 1972
MS, Organic Chemistry
Hofstra University 1967 — 1969
BA, Chemistry
CME Acuity Rx LLC January 2007 - Present
Merrill Lynch February 2004 - February 2005
Toltzis Communications LLC August 1999 - June 2002
Nelson Communications April 1991 - August 1999
GHBM Healthworld 1998 - 1998
Lally, McFarland Pantello June 1986 - June 1989
Ciba-Geigy December 1978 - May 1984
Merck June 1972 - December 1978
Skills
Market Research, Medical Education, Marketing, Pharmaceutical Industry, Managed Care, Oncology, Competitive Analysis, Hospital Sales, Biotechnology, Sales Presentations, Cross-functional Team..., Marketing Strategy, Research, Product Development, Strategic Planning, Product Launch, Pharmaceutical Sales, Advertising, Sales, CRM, Competitive Intelligence, Leadership, Healthcare, Strategy, Market Analysis
Education
Seton Hall University 1972 — 1977
MBA, Marketing
New York University 1969 — 1972
MS, Organic Chemistry
Hofstra University 1967 — 1969
BA, Chemistry
Jennifer Sullivan, CPA's Merrill Lynch Experience September 2008 - December 2008
Job Lead International Accountant at The Boston Consulting Group
Industry Accounting
Experience
The Boston Consulting Group October 2013 - Present
Orix Foundation May 2013 - October 2013
ORIX August 2012 - October 2013
Ernst & Young May 2009 - August 2012
CIS Center for International Studies October 2008 - May 2009
Merrill Lynch September 2008 - December 2008
Raytheon June 2008 - August 2008
Skills
French, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Financial Accounting, Auditing, Corporate Finance, Internal Audit, Valuation, Internal Controls, Finance, Budgets, US GAAP, Sarbanes-Oxley Act, Strategic Financial..., IFRS, Tax, Financial Audits, External Audit, Microsoft Excel, Access, SEC filings, CPA, Consolidation, Managerial Finance
Education
University of Virginia 2009 — 2010
MSA, Accounting
Isenberg School of Management, UMass Amherst 2007 — 2009
BBA, Finance, French
Université Paris Dauphine 2007 — 2008
Study Abroad, Finance
Hofstra University 2005 — 2006
International Business, French
The Boston Consulting Group October 2013 - Present
Orix Foundation May 2013 - October 2013
ORIX August 2012 - October 2013
Ernst & Young May 2009 - August 2012
CIS Center for International Studies October 2008 - May 2009
Merrill Lynch September 2008 - December 2008
Raytheon June 2008 - August 2008
Skills
French, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Financial Accounting, Auditing, Corporate Finance, Internal Audit, Valuation, Internal Controls, Finance, Budgets, US GAAP, Sarbanes-Oxley Act, Strategic Financial..., IFRS, Tax, Financial Audits, External Audit, Microsoft Excel, Access, SEC filings, CPA, Consolidation, Managerial Finance
Education
University of Virginia 2009 — 2010
MSA, Accounting
Isenberg School of Management, UMass Amherst 2007 — 2009
BBA, Finance, French
Université Paris Dauphine 2007 — 2008
Study Abroad, Finance
Hofstra University 2005 — 2006
International Business, French
Adrian D. Ciocci Adrian D. Ciocci's Merrill Lynch Experience September 2001 - May 2002
Job Project Manager at Valiant Solutions, Inc.
Industry Computer Software
Experience
Valiant Solutions, Inc. October 2014 - Present
Capco January 2014 - October 2014
State Street May 2008 - January 2014
Morgan Stanley December 2006 - May 2008
Bank of New York Mellon December 2005 - December 2006
Citigroup February 2004 - December 2005
Financial Management Association - Hosfstra University May 2002 - May 2003
Merrill Lynch September 2001 - May 2002
Skills
SQL Server, Hedge Funds, Fixed Income, Bloomberg, Equities, Asset Managment, Financial Services, Back Office, Securities, Business Analysis, Derivatives, Mutual Funds, Portfolio Management, HTML scripting, CSS Javascript, Bootstrap 3 RC1, PHP, Six Sigma, Fund Administration, Financial Reporting, PMO, Alternative Investments, SDLC, AML, Process Improvement, Capital Markets, Corporate Actions, Project Management, Equity Derivatives, Agile Methodologies, Prime Brokerage, Asset Management, Trading, Analysis, User Acceptance Testing, Middle Office, Investment Banking, Swaps, Management, Trading Systems, Risk Management, Investment Management, Investments, Settlement, Stakeholder Management, Vendor Management, Visio, Client Services, Entrepreneurship, Outsourcing
Education
Hofstra University-Frank G. Zarb School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hofstra University 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Valiant Solutions, Inc. October 2014 - Present
Capco January 2014 - October 2014
State Street May 2008 - January 2014
Morgan Stanley December 2006 - May 2008
Bank of New York Mellon December 2005 - December 2006
Citigroup February 2004 - December 2005
Financial Management Association - Hosfstra University May 2002 - May 2003
Merrill Lynch September 2001 - May 2002
Skills
SQL Server, Hedge Funds, Fixed Income, Bloomberg, Equities, Asset Managment, Financial Services, Back Office, Securities, Business Analysis, Derivatives, Mutual Funds, Portfolio Management, HTML scripting, CSS Javascript, Bootstrap 3 RC1, PHP, Six Sigma, Fund Administration, Financial Reporting, PMO, Alternative Investments, SDLC, AML, Process Improvement, Capital Markets, Corporate Actions, Project Management, Equity Derivatives, Agile Methodologies, Prime Brokerage, Asset Management, Trading, Analysis, User Acceptance Testing, Middle Office, Investment Banking, Swaps, Management, Trading Systems, Risk Management, Investment Management, Investments, Settlement, Stakeholder Management, Vendor Management, Visio, Client Services, Entrepreneurship, Outsourcing
Education
Hofstra University-Frank G. Zarb School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hofstra University 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Matt Bregartner Matt Bregartner's Merrill Lynch Experience April 2000 - October 2008
Job Director of Sales, ProActiV Technologies
Industry Media Production
Experience
Proactiv Technologies April 2014 - Present
JPMorgan Chase November 2011 - April 2014
Bank of America April 2000 - November 2011
Merrill Lynch April 2000 - October 2008
Skills
Strategic Planning, Vendor Management, Process Improvement, Project Management, Data Center, Financial Services, Program Management, Business Analysis, IT Strategy, Management, Budgets, Marketing, Leadership, Integration, Social Media
Education
Hofstra University 1993 — 1997
Bachelor’s Degree, Humanities and Social Sciences
Proactiv Technologies April 2014 - Present
JPMorgan Chase November 2011 - April 2014
Bank of America April 2000 - November 2011
Merrill Lynch April 2000 - October 2008
Skills
Strategic Planning, Vendor Management, Process Improvement, Project Management, Data Center, Financial Services, Program Management, Business Analysis, IT Strategy, Management, Budgets, Marketing, Leadership, Integration, Social Media
Education
Hofstra University 1993 — 1997
Bachelor’s Degree, Humanities and Social Sciences
Jay Adames's Merrill Lynch Experience 1990 - 1993
Job
Industry Financial Services
Experience
Hudson Coast Trading, LLC 2012 - Present
Faros Trading LLC 2009 - 2014
Prime Brokerage Consulting 2010 - 2012
Goldman Sachs 2000 - 2009
Goldman Sachs 1997 - 2000
Goldman Sachs 1994 - 1997
Merrill Lynch 1990 - 1993
Education
Hofstra University
B.B.A., Concentration in Accounting
Hudson Coast Trading, LLC 2012 - Present
Faros Trading LLC 2009 - 2014
Prime Brokerage Consulting 2010 - 2012
Goldman Sachs 2000 - 2009
Goldman Sachs 1997 - 2000
Goldman Sachs 1994 - 1997
Merrill Lynch 1990 - 1993
Education
Hofstra University
B.B.A., Concentration in Accounting
Andrew Feldsohn's Merrill Lynch Experience 1999 - 2002
Job Director of Finance, Canon Americas
Industry Consumer Electronics
Experience
Canon USA 2007 - Present
Ascendant Solutions Inc. 2005 - 2007
Morgan Stanley 2004 - 2005
Zurich Capital Markets 2002 - 2004
Merrill Lynch 1999 - 2002
Smith Barney 1996 - 1999
Pricewaterhouse Coopers (formerly Kwasha Lipton) 1995 - 1996
Skills
Forecasting, Finance, Risk Management, Analysis, Management, Mergers & Acquisitions, Executive Management, Strategic Planning, Business Analysis, Budgets, Leadership, Cash Management, Accounting, Start-ups, Financial Analysis, Process Improvement, Treasury Management, Financial Services, Project Management, Financial Modeling, Financial Reporting, Business Process..., Business Process..., Project Planning, Sarbanes-Oxley Act, Corporate Finance, Financial Planning, Budgeting, Negotiation, Business Optimization, Strategy
Education
Lehigh University
BS
Hofstra University
MBA
Canon USA 2007 - Present
Ascendant Solutions Inc. 2005 - 2007
Morgan Stanley 2004 - 2005
Zurich Capital Markets 2002 - 2004
Merrill Lynch 1999 - 2002
Smith Barney 1996 - 1999
Pricewaterhouse Coopers (formerly Kwasha Lipton) 1995 - 1996
Skills
Forecasting, Finance, Risk Management, Analysis, Management, Mergers & Acquisitions, Executive Management, Strategic Planning, Business Analysis, Budgets, Leadership, Cash Management, Accounting, Start-ups, Financial Analysis, Process Improvement, Treasury Management, Financial Services, Project Management, Financial Modeling, Financial Reporting, Business Process..., Business Process..., Project Planning, Sarbanes-Oxley Act, Corporate Finance, Financial Planning, Budgeting, Negotiation, Business Optimization, Strategy
Education
Lehigh University
BS
Hofstra University
MBA
Judy DeGennaro, PMP's Merrill Lynch Experience 1992 - 2000
Job Program/Project Management | Data Center Migration | Application Development and Delivery | Regulatory Compliance
Industry Information Technology and Services
Experience
BNY Mellon 2012 - Present
Hewlett-Packard Financial Services 2004 - 2012
Bertelsmann Music Group 2002 - 2004
Cablevision/Madison Square Garden 2000 - 2002
Merrill Lynch 1992 - 2000
Stimler & Shultz 1990 - 1992
20/20 Foresight, Inc. 1983 - 1990
Advertising to Women 1981 - 1983
Skills
Vendor Management, Data Center, Program Management, Process Improvement, Software Development, IT Strategy, Integration, Project Management, Cost Control, Metrics Definition, Resource Management, Global Regulatory..., Virtual Teams, Global Teams
Education
St. Peter's College 1992 — 1996
Master of Business Administration (MBA), Management Information Systems, 4.0
Hofstra University 1978 — 1981
Bachelor of Arts (BA)
BNY Mellon 2012 - Present
Hewlett-Packard Financial Services 2004 - 2012
Bertelsmann Music Group 2002 - 2004
Cablevision/Madison Square Garden 2000 - 2002
Merrill Lynch 1992 - 2000
Stimler & Shultz 1990 - 1992
20/20 Foresight, Inc. 1983 - 1990
Advertising to Women 1981 - 1983
Skills
Vendor Management, Data Center, Program Management, Process Improvement, Software Development, IT Strategy, Integration, Project Management, Cost Control, Metrics Definition, Resource Management, Global Regulatory..., Virtual Teams, Global Teams
Education
St. Peter's College 1992 — 1996
Master of Business Administration (MBA), Management Information Systems, 4.0
Hofstra University 1978 — 1981
Bachelor of Arts (BA)
Ajay Mukhey's Merrill Lynch Experience January 2000 - March 2001
Job Import and Export of Branded Consumer Electronics
Industry Consumer Electronics
Experience
Power Systems Distribution April 2014 - Present
Micro World Inc February 2009 - April 2014
Micro World Inc. May 2009 - February 2012
Premier Technology Solutions May 2008 - May 2009
Regatta USA (Clothing Company / Private Label) May 2007 - April 2008
Cravath, Swaine & Moore LLP July 2002 - May 2007
Bertelsmann March 2001 - December 2001
Hofstra University January 2000 - March 2001
Merrill Lynch January 2000 - March 2001
Skills
Active Directory, Disaster Recovery, Citrix, Blackberry, Blackberry Enterprise...
Education
Hofstra University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Power Systems Distribution April 2014 - Present
Micro World Inc February 2009 - April 2014
Micro World Inc. May 2009 - February 2012
Premier Technology Solutions May 2008 - May 2009
Regatta USA (Clothing Company / Private Label) May 2007 - April 2008
Cravath, Swaine & Moore LLP July 2002 - May 2007
Bertelsmann March 2001 - December 2001
Hofstra University January 2000 - March 2001
Merrill Lynch January 2000 - March 2001
Skills
Active Directory, Disaster Recovery, Citrix, Blackberry, Blackberry Enterprise...
Education
Hofstra University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Ming Chen's Merrill Lynch Experience August 2000 - September 2001
Job ★ Director of Product Management at Thrive Market
Industry Internet
Experience
Thrive Market July 2015 - Present
Edmunds.com April 2013 - July 2015
Fandango / NBC Universal June 2012 - March 2013
TripAdvisor October 2009 - June 2012
Myspace December 2006 - July 2009
Harman International Industries July 2005 - January 2007
Lifetime Brands 2005 - 2005
Korg USA 2003 - 2004
Merrill Lynch August 2000 - September 2001
Gruntal & Co. 1999 - 2000
Skills
Product Management, Business Strategy, Product Development, Product Strategy, Social Networking, Engagement, Problem Solving, Usability Testing, User Experience, E-commerce, Mobile, SEO, Analytics, Social Media, Online Communities, Travel, Internationalization, Commerce, JIRA, Axure, Navicat, Visio, Wikis, Product Specification, Functional..., Agile, Scrum, Lean Initiatives, User Experience Testing, Lean Principles, Specifications, User Flows, Use Case Analysis, Mobile Devices, Community Sites, Agile Methodologies, Marketing, Digital Media, Digital Strategy, Web Analytics, Online Advertising, Monetization, Content Strategy, Information Architecture, Mobile Marketing, SEM, Strategy, Mobile Applications, Product Requirements, Strategic Partnerships
Education
Hofstra University 2002 — 2004
MBA, Marketing
Long Island University 1996 — 2000
Bachelor of Science, Double Major: Management and Finance
Thrive Market July 2015 - Present
Edmunds.com April 2013 - July 2015
Fandango / NBC Universal June 2012 - March 2013
TripAdvisor October 2009 - June 2012
Myspace December 2006 - July 2009
Harman International Industries July 2005 - January 2007
Lifetime Brands 2005 - 2005
Korg USA 2003 - 2004
Merrill Lynch August 2000 - September 2001
Gruntal & Co. 1999 - 2000
Skills
Product Management, Business Strategy, Product Development, Product Strategy, Social Networking, Engagement, Problem Solving, Usability Testing, User Experience, E-commerce, Mobile, SEO, Analytics, Social Media, Online Communities, Travel, Internationalization, Commerce, JIRA, Axure, Navicat, Visio, Wikis, Product Specification, Functional..., Agile, Scrum, Lean Initiatives, User Experience Testing, Lean Principles, Specifications, User Flows, Use Case Analysis, Mobile Devices, Community Sites, Agile Methodologies, Marketing, Digital Media, Digital Strategy, Web Analytics, Online Advertising, Monetization, Content Strategy, Information Architecture, Mobile Marketing, SEM, Strategy, Mobile Applications, Product Requirements, Strategic Partnerships
Education
Hofstra University 2002 — 2004
MBA, Marketing
Long Island University 1996 — 2000
Bachelor of Science, Double Major: Management and Finance
Stephen Zagar's Merrill Lynch Experience 1994 - 1996
Job
Industry Capital Markets
Experience
SSTK, LLC May 2012 - Present
Nomura Securities International, Inc. 2004 - December 2010
Nomura Securities International 2002 - 2004
Nomura Securities International 1998 - 2002
Sakura Global Capital 1996 - 1997
Merrill Lynch 1994 - 1996
Grumman Aerospace 1986 - 1994
Skills
Electronic Trading, Trading Systems, Sybase, Equities, Equity Derivatives, Derivatives, Fixed Income, Program Trading, Equity Trading, Options, Proprietary Trading, Capital Markets, Bloomberg, Trading, Ruby, Market Data, Investment Banking, Low Latency, Financial Markets
Education
Hofstra University
MBA, Finance
New York University - Polytechnic School of Engineering
MS, Computer Science
SSTK, LLC May 2012 - Present
Nomura Securities International, Inc. 2004 - December 2010
Nomura Securities International 2002 - 2004
Nomura Securities International 1998 - 2002
Sakura Global Capital 1996 - 1997
Merrill Lynch 1994 - 1996
Grumman Aerospace 1986 - 1994
Skills
Electronic Trading, Trading Systems, Sybase, Equities, Equity Derivatives, Derivatives, Fixed Income, Program Trading, Equity Trading, Options, Proprietary Trading, Capital Markets, Bloomberg, Trading, Ruby, Market Data, Investment Banking, Low Latency, Financial Markets
Education
Hofstra University
MBA, Finance
New York University - Polytechnic School of Engineering
MS, Computer Science
Elina Sukharenko's Merrill Lynch Experience July 2005 - July 2007
Job Trading Assistant at Claren Road Asset Management, LLC
Industry Financial Services
Experience
Claren Road Asset Management, LLC April 2011 - Present
Claren Road Asset Management February 2008 - April 2011
JPMorgan Chase August 2007 - February 2008
Merrill Lynch July 2005 - July 2007
Skills
Bloomberg, Derivatives, Capital Markets, Microsoft Excel, Fixed Income
Education
Hofstra University 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
Claren Road Asset Management, LLC April 2011 - Present
Claren Road Asset Management February 2008 - April 2011
JPMorgan Chase August 2007 - February 2008
Merrill Lynch July 2005 - July 2007
Skills
Bloomberg, Derivatives, Capital Markets, Microsoft Excel, Fixed Income
Education
Hofstra University 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
Larry Kaufmann's Merrill Lynch Experience 1993 - 2001
Job Kaufmann Farmers Insurance at 924 Kinderkamack Road; River Edge, NJ 07661
Industry Insurance
Experience
All of New Jersey & New York July 2012 - Present
Farmers Insurance 2012 - Present
Allstate Financial Services, LLC 2011 - 2012
J.P. Morgan 2008 - 2011
24x7 ESI, Inc. 2003 - 2008
UBS Wealth Management 2001 - 2003
Merrill Lynch 1993 - 2001
Skills
Term Life Insurance, Finance, Life Insurance, Property & Casualty..., Insurance, Commercial Insurance, Umbrella Insurance, Fixed Annuities, Retirement, Retirement Planning, Customer Service, Marketing, Risk Management
Education
Hofstra University 1984 — 1988
MBA, Finance and Investment
State University of New York at Albany
BA
All of New Jersey & New York July 2012 - Present
Farmers Insurance 2012 - Present
Allstate Financial Services, LLC 2011 - 2012
J.P. Morgan 2008 - 2011
24x7 ESI, Inc. 2003 - 2008
UBS Wealth Management 2001 - 2003
Merrill Lynch 1993 - 2001
Skills
Term Life Insurance, Finance, Life Insurance, Property & Casualty..., Insurance, Commercial Insurance, Umbrella Insurance, Fixed Annuities, Retirement, Retirement Planning, Customer Service, Marketing, Risk Management
Education
Hofstra University 1984 — 1988
MBA, Finance and Investment
State University of New York at Albany
BA
Dean Kordalis's Merrill Lynch Experience April 1997 - December 2006
Job Managing Director of National ETF Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2013 - Present
Knight Equity Markets June 2009 - September 2013
Northern Trust Global Investments January 2008 - 2009
The Vanguard Group 2006 - 2008
Merrill Lynch April 1997 - December 2006
Skills
Alternative Investments, Asset Managment, Capital Markets, Derivatives, ETFs, Equities, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Investments, Options, Portfolio Management, Series 63, Series 7, Trading, Asset Allocation, Mutual Funds, Financial Services, Equity Research
Education
Hofstra University 1998 — 2000
MBA, Finance
Hofstra University 1994 — 1997
Cantor Fitzgerald September 2013 - Present
Knight Equity Markets June 2009 - September 2013
Northern Trust Global Investments January 2008 - 2009
The Vanguard Group 2006 - 2008
Merrill Lynch April 1997 - December 2006
Skills
Alternative Investments, Asset Managment, Capital Markets, Derivatives, ETFs, Equities, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Investments, Options, Portfolio Management, Series 63, Series 7, Trading, Asset Allocation, Mutual Funds, Financial Services, Equity Research
Education
Hofstra University 1998 — 2000
MBA, Finance
Hofstra University 1994 — 1997
Dina Livesay's Merrill Lynch Experience September 1990 - April 1992
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Medical Practice
Experience
Morgan Stanley Wealth Management April 2014 - Present
Ridgefield Visiting Nurse Association February 2010 - April 2014
Open House Gift Shop February 2005 - September 2013
The Gap December 2004 - January 2012
Merrill Lynch September 1990 - April 1992
Skills
Customer Service, Retail, Training, Microsoft Word, Microsoft Excel, Microsoft Office, Process Scheduler, Team Building, Excel, Word, Customer Relations, Scheduling, Medical Terminology, Medical Chart..., Software Documentation, Healthcare, Human Resources, PowerPoint, Event Planning, Fundraising, Social Media, Coaching, Public Speaking, Sales
Education
Hofstra University 1986 — 1990
Master of Business Administration (M.B.A.), International Business
Flushing High School 1983 — 1986
High School
Morgan Stanley Wealth Management April 2014 - Present
Ridgefield Visiting Nurse Association February 2010 - April 2014
Open House Gift Shop February 2005 - September 2013
The Gap December 2004 - January 2012
Merrill Lynch September 1990 - April 1992
Skills
Customer Service, Retail, Training, Microsoft Word, Microsoft Excel, Microsoft Office, Process Scheduler, Team Building, Excel, Word, Customer Relations, Scheduling, Medical Terminology, Medical Chart..., Software Documentation, Healthcare, Human Resources, PowerPoint, Event Planning, Fundraising, Social Media, Coaching, Public Speaking, Sales
Education
Hofstra University 1986 — 1990
Master of Business Administration (M.B.A.), International Business
Flushing High School 1983 — 1986
High School
Anita Contini's Merrill Lynch Experience January 1999 - June 2002
Job Program Lead, Arts and Culture, Bloomberg Philanthropies
Industry Nonprofit Organization Management
Experience
Bloomberg Philanthropies October 2010 - Present
CIT August 2005 - October 2010
CIT Group August 2005 - October 2010
Lower Manhattan Development Corporation August 2002 - July 2005
Merrill Lynch January 1999 - June 2002
Skills
Volunteer Management, Marketing, Leadership, Nonprofits, Program Management, Microsoft Office, Non-profits, Sponsorship, Philanthropy, Community Outreach, Event Management, Grant Writing, Integrated Marketing, Government, Media Relations, Fundraising, Internal Communications, Public Relations, Strategic Planning, Event Planning, Corporate Communications, Public Affairs, Strategic Communications, Strategic Partnerships, Social Media, Grants, Public Policy, Policy, Editing, Community Development
Education
Hofstra University 1962 — 1966
Bloomberg Philanthropies October 2010 - Present
CIT August 2005 - October 2010
CIT Group August 2005 - October 2010
Lower Manhattan Development Corporation August 2002 - July 2005
Merrill Lynch January 1999 - June 2002
Skills
Volunteer Management, Marketing, Leadership, Nonprofits, Program Management, Microsoft Office, Non-profits, Sponsorship, Philanthropy, Community Outreach, Event Management, Grant Writing, Integrated Marketing, Government, Media Relations, Fundraising, Internal Communications, Public Relations, Strategic Planning, Event Planning, Corporate Communications, Public Affairs, Strategic Communications, Strategic Partnerships, Social Media, Grants, Public Policy, Policy, Editing, Community Development
Education
Hofstra University 1962 — 1966
Eric Jansen's Merrill Lynch Experience October 1998 - May 2000
Job VP, Global Technology & Operations (Equities and FI) Broadridge
Industry Information Technology and Services
Experience
Broadridge March 2012 - Present
TD Ameritrade August 2009 - March 2012
AXA Equitable May 2000 - August 2009
Merrill Lynch October 1998 - May 2000
AIG SunAmerica 1995 - 1998
JP Morgan 1989 - 1995
Skills
Business Strategy, Strategy, Financial Services, Vendor Management, IT Strategy, SDLC, Business Process..., Disaster Recovery, Business Analysis, Outsourcing, IT Management, Program Management, Process Improvement, CRM, ITIL, Relationship Management, SOA, Team Leadership, Mergers, Contract Negotiation, Analysis, Architecture, Mergers & Acquisitions, Requirements Analysis, Project Portfolio..., Project Management, Change Management, Management, Leadership, Integration, Governance, Enterprise Architecture, PMP, PMO, Requirements Gathering, Software Development, Visio, Cloud Computing, Enterprise Software, Information Technology, Business Process, Service Delivery, Software Project..., Business Intelligence, Risk Management, Solution Architecture, Six Sigma, IT Outsourcing, Project Delivery, Business Requirements
Education
Hofstra University 1982 — 1986
Business Computer Information Systems
Broadridge March 2012 - Present
TD Ameritrade August 2009 - March 2012
AXA Equitable May 2000 - August 2009
Merrill Lynch October 1998 - May 2000
AIG SunAmerica 1995 - 1998
JP Morgan 1989 - 1995
Skills
Business Strategy, Strategy, Financial Services, Vendor Management, IT Strategy, SDLC, Business Process..., Disaster Recovery, Business Analysis, Outsourcing, IT Management, Program Management, Process Improvement, CRM, ITIL, Relationship Management, SOA, Team Leadership, Mergers, Contract Negotiation, Analysis, Architecture, Mergers & Acquisitions, Requirements Analysis, Project Portfolio..., Project Management, Change Management, Management, Leadership, Integration, Governance, Enterprise Architecture, PMP, PMO, Requirements Gathering, Software Development, Visio, Cloud Computing, Enterprise Software, Information Technology, Business Process, Service Delivery, Software Project..., Business Intelligence, Risk Management, Solution Architecture, Six Sigma, IT Outsourcing, Project Delivery, Business Requirements
Education
Hofstra University 1982 — 1986
Business Computer Information Systems
Denise Patton Nichols's Merrill Lynch Experience 1997 - 2000
Job Global Head of Talent Acquisition at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. March 2014 - Present
Marsh March 2012 - March 2014
Marsh 2004 - March 2012
Simpata 2002 - 2003
AlphaDog 2000 - 2001
Alphadog Procurement Management 2000 - 2001
Merrill Lynch 1997 - 2000
PaineWebber 1992 - 1997
Skills
Talent Management, Employee Engagement, Performance Management, Organizational..., Organizational Design, Executive Coaching, Leadership, Employee Relations, Executive Management, Personnel Management, Succession Planning, Recruiting, Human Resources, Leadership Development, Onboarding, Employee Benefits
Education
Hofstra University
BA, Psychology
Marsh & McLennan Companies, Inc. March 2014 - Present
Marsh March 2012 - March 2014
Marsh 2004 - March 2012
Simpata 2002 - 2003
AlphaDog 2000 - 2001
Alphadog Procurement Management 2000 - 2001
Merrill Lynch 1997 - 2000
PaineWebber 1992 - 1997
Skills
Talent Management, Employee Engagement, Performance Management, Organizational..., Organizational Design, Executive Coaching, Leadership, Employee Relations, Executive Management, Personnel Management, Succession Planning, Recruiting, Human Resources, Leadership Development, Onboarding, Employee Benefits
Education
Hofstra University
BA, Psychology
Al Prete's Merrill Lynch Experience February 1996 - September 1997
Job Senior Systems Architect at Depository Trust and Clearing Corporation
Industry Information Technology and Services
Experience
Depository Trust and Clearing Corporation September 1997 - Present
Merrill Lynch February 1996 - September 1997
NatWest Bank USA December 1978 - February 1997
Skills
Unix, Agile Methodologies, Java Enterprise Edition, SOA, SDLC, Enterprise Architecture, Solaris, Disaster Recovery
Education
Hofstra University 1972 — 1976
Bachelor of Science (BS), Computer Science / Math
Polytechnic Institute of New York
Master of Science, Computer Science
Depository Trust and Clearing Corporation September 1997 - Present
Merrill Lynch February 1996 - September 1997
NatWest Bank USA December 1978 - February 1997
Skills
Unix, Agile Methodologies, Java Enterprise Edition, SOA, SDLC, Enterprise Architecture, Solaris, Disaster Recovery
Education
Hofstra University 1972 — 1976
Bachelor of Science (BS), Computer Science / Math
Polytechnic Institute of New York
Master of Science, Computer Science
Lori Schiller's Merrill Lynch Experience May 1997 - February 2005
Job Vice PresidentInvestments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services October 2008 - Present
Morgan Stanley February 2005 - October 2008
Merrill Lynch May 1997 - February 2005
Education
Hofstra University 1993 — 1997
UBS Financial Services October 2008 - Present
Morgan Stanley February 2005 - October 2008
Merrill Lynch May 1997 - February 2005
Education
Hofstra University 1993 — 1997
Adam Carter's Merrill Lynch Experience 1999 - 2002
Job Principal at Spring11, LLC
Industry Real Estate
Experience
Spring11, LLC 2011 - Present
Core Asset Management 2002 - Present
YL Real Estate Development 2007 - 2010
Credit Suisse 2003 - 2006
Merrill Lynch 1999 - 2002
Skills
Valuation, Asset Management, Due Diligence, Real Estate Economics, Financial Modeling, Real Estate, Commercial Real Estate, Investments, Financial Analysis, Real Estate Financing, Strategic Planning, Disposition, Corporate Real Estate, CMBS
Education
Hofstra University
Economics
Spring11, LLC 2011 - Present
Core Asset Management 2002 - Present
YL Real Estate Development 2007 - 2010
Credit Suisse 2003 - 2006
Merrill Lynch 1999 - 2002
Skills
Valuation, Asset Management, Due Diligence, Real Estate Economics, Financial Modeling, Real Estate, Commercial Real Estate, Investments, Financial Analysis, Real Estate Financing, Strategic Planning, Disposition, Corporate Real Estate, CMBS
Education
Hofstra University
Economics
Eric Belsky's Merrill Lynch Experience 2008 - 2009
Job Vice President at Citizens Bank
Industry Financial Services
Experience
Citizens Bank September 2013 - Present
Sovereign Bank September 2011 - September 2013
Principal Financial Group 2009 - August 2011
Merrill Lynch 2008 - 2009
Ameriprise Financial 2005 - 2008
Education
Hofstra University 2000 — 2005
BBA, Finance
Citizens Bank September 2013 - Present
Sovereign Bank September 2011 - September 2013
Principal Financial Group 2009 - August 2011
Merrill Lynch 2008 - 2009
Ameriprise Financial 2005 - 2008
Education
Hofstra University 2000 — 2005
BBA, Finance
Alan Fass's Merrill Lynch Experience April 2000 - August 2000
Job Private Client Banker at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2011 - Present
MetLife August 2008 - March 2011
MetLife Securities Inc. August 2008 - March 2011
Wells Fargo Financial June 2004 - August 2008
Merrill Lynch April 2000 - August 2000
Education
Hofstra University 2000 — 2004
JP Morgan Chase March 2011 - Present
MetLife August 2008 - March 2011
MetLife Securities Inc. August 2008 - March 2011
Wells Fargo Financial June 2004 - August 2008
Merrill Lynch April 2000 - August 2000
Education
Hofstra University 2000 — 2004
Amber-Noelle Anthony's Merrill Lynch Experience January 2005 - October 2006
Job Regulatory Compliance, Risk & Control Professional
Industry Financial Services
Experience
Barclays Investment Bank June 2015 - Present
Financial Industry Regulatory Authority January 2013 - Present
The Single Parent Resource Center September 2012 - Present
Mitsubishi UFJ Trust and Banking Corporation January 2013 - March 2015
CIT July 2010 - January 2013
BNY Mellon April 2008 - July 2010
Morgan Stanley 2006 - 2008
Merrill Lynch January 2005 - October 2006
Merrill Lynch 2002 - 2003
Dreyfus 1998 - 2000
Skills
FINRA, Banking, Finance, Mutual Funds, Variable Annuities, ETFs, Securities, Compliance, Regulatory Affairs, Due Diligence, Drafting Policies, Procedure Development, Process Improvement, Corporate Governance, Arbitration, Alternative Dispute..., Financial Services, Asset Managment, Investment Banking, Risk Management, Bloomberg, Asset Management
Education
Seton Hall University
MBA, Management
Seton Hall University
Graduate Certificate, Entrepreneurship/Entrepreneurial Studies
Hofstra University 2004 — 2007
B.S., Organizational and Leadership Studies
Barclays Investment Bank June 2015 - Present
Financial Industry Regulatory Authority January 2013 - Present
The Single Parent Resource Center September 2012 - Present
Mitsubishi UFJ Trust and Banking Corporation January 2013 - March 2015
CIT July 2010 - January 2013
BNY Mellon April 2008 - July 2010
Morgan Stanley 2006 - 2008
Merrill Lynch January 2005 - October 2006
Merrill Lynch 2002 - 2003
Dreyfus 1998 - 2000
Skills
FINRA, Banking, Finance, Mutual Funds, Variable Annuities, ETFs, Securities, Compliance, Regulatory Affairs, Due Diligence, Drafting Policies, Procedure Development, Process Improvement, Corporate Governance, Arbitration, Alternative Dispute..., Financial Services, Asset Managment, Investment Banking, Risk Management, Bloomberg, Asset Management
Education
Seton Hall University
MBA, Management
Seton Hall University
Graduate Certificate, Entrepreneurship/Entrepreneurial Studies
Hofstra University 2004 — 2007
B.S., Organizational and Leadership Studies
Lauren Wilson's Merrill Lynch Experience May 2006 - April 2007
Job Sr. Technical Recruiter
Industry Staffing and Recruiting
Experience
Experis, a ManpowerGroup Company (Formerly Comsys) March 2011 - September 2012
Technisource June 2010 - March 2011
Sapphire Technologies November 2008 - June 2010
Corporate Staffing Services February 2008 - November 2008
J & M Products & Services April 2007 - February 2008
Merrill Lynch May 2006 - April 2007
Skills
Technical Recruiting, Internet Recruiting, Applicant Tracking..., Staffing Services, Talent Acquisition, Contract Recruitment, Screening Resumes, Benefits Negotiation, Sourcing, Recruiting, Screening, College Recruiting
Education
Hofstra University 2001 — 2005
B.A.
St. John Vianney Regional High School 1998 — 2001
Experis, a ManpowerGroup Company (Formerly Comsys) March 2011 - September 2012
Technisource June 2010 - March 2011
Sapphire Technologies November 2008 - June 2010
Corporate Staffing Services February 2008 - November 2008
J & M Products & Services April 2007 - February 2008
Merrill Lynch May 2006 - April 2007
Skills
Technical Recruiting, Internet Recruiting, Applicant Tracking..., Staffing Services, Talent Acquisition, Contract Recruitment, Screening Resumes, Benefits Negotiation, Sourcing, Recruiting, Screening, College Recruiting
Education
Hofstra University 2001 — 2005
B.A.
St. John Vianney Regional High School 1998 — 2001
Christopher DiBiase's Merrill Lynch Experience August 2007 - Present
Job VP at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2007 - Present
CIT March 2006 - August 2007
Education
Hofstra University 1988 — 1993
Bachelor, Banking and Finance
Merrill Lynch August 2007 - Present
CIT March 2006 - August 2007
Education
Hofstra University 1988 — 1993
Bachelor, Banking and Finance
John Paulis's Merrill Lynch Experience July 2007 - March 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
U.S. Department of Commerce 2010 - Present
The Lalone Group 2004 - Present
Merrill Lynch July 2007 - March 2008
Chase Card Services July 2005 - June 2007
Citizens Bank July 2004 - June 2005
MBNA July 2002 - June 2004
Fair Isaac May 1997 - February 2002
The Chase Manhattan Bank April 1994 - May 1997
Long Island Savings Bank August 1984 - August 1993
Education
Hofstra University 1976 — 1981
U.S. Department of Commerce 2010 - Present
The Lalone Group 2004 - Present
Merrill Lynch July 2007 - March 2008
Chase Card Services July 2005 - June 2007
Citizens Bank July 2004 - June 2005
MBNA July 2002 - June 2004
Fair Isaac May 1997 - February 2002
The Chase Manhattan Bank April 1994 - May 1997
Long Island Savings Bank August 1984 - August 1993
Education
Hofstra University 1976 — 1981
Elyse Pleasic's Merrill Lynch Experience March 2004 - Present
Job FVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2004 - Present
Merrill Lynch April 1997 - April 2009
Merrill Lynch Investment Managers 2000 - 2004
Schroder Wertheim 1993 - 1997
Coopers & Lybrand 1987 - 1994
Skills
Strategy, Management, Wealth Management, Leadership, Business Process..., Business Planning, Finance, Financial Risk, Mergers & Acquisitions, Operational Risk, Process Improvement, Risk Management, Strategic Planning, Securities, Executive Management, Strategic Financial..., Asset Managment, Vendor Management, Analysis, Capital Markets, Corporate Finance, Hedge Funds, Equities, Trading Systems, Financial Services, Asset Management
Education
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Merrill Lynch March 2004 - Present
Merrill Lynch April 1997 - April 2009
Merrill Lynch Investment Managers 2000 - 2004
Schroder Wertheim 1993 - 1997
Coopers & Lybrand 1987 - 1994
Skills
Strategy, Management, Wealth Management, Leadership, Business Process..., Business Planning, Finance, Financial Risk, Mergers & Acquisitions, Operational Risk, Process Improvement, Risk Management, Strategic Planning, Securities, Executive Management, Strategic Financial..., Asset Managment, Vendor Management, Analysis, Capital Markets, Corporate Finance, Hedge Funds, Equities, Trading Systems, Financial Services, Asset Management
Education
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Robert Micalizzi's Merrill Lynch Experience July 2003 - June 2008
Job Chief Operating Officer at Carvant Financial LLC
Industry Financial Services
Experience
Carvant Financial LLC March 2010 - Present
AmRock Advisors LLC March 2009 - March 2010
FirstCity Financial Corp. July 2008 - March 2009
Merrill Lynch July 2003 - June 2008
CarMax May 1999 - July 2003
The Aegis Consumer Funding Group, Inc. October 1997 - April 1999
First American Acceptance Corp. October 1995 - October 1997
The Aegis Consumer Funding Group, Inc. September 1993 - October 1995
Skills
Financial Modeling, Finance, Credit, Risk Management, Credit Risk, Valuation, Structured Finance, Portfolio Management, Loans, Forecasting, Due Diligence, Credit Analysis, Banking, Analysis, Analytics, Business Strategy, Capital Markets, Corporate Finance, Executive Management, Loan Origination, Management, Restructuring, Securitization
Education
Hofstra University
BBA, Finance
Carvant Financial LLC March 2010 - Present
AmRock Advisors LLC March 2009 - March 2010
FirstCity Financial Corp. July 2008 - March 2009
Merrill Lynch July 2003 - June 2008
CarMax May 1999 - July 2003
The Aegis Consumer Funding Group, Inc. October 1997 - April 1999
First American Acceptance Corp. October 1995 - October 1997
The Aegis Consumer Funding Group, Inc. September 1993 - October 1995
Skills
Financial Modeling, Finance, Credit, Risk Management, Credit Risk, Valuation, Structured Finance, Portfolio Management, Loans, Forecasting, Due Diligence, Credit Analysis, Banking, Analysis, Analytics, Business Strategy, Capital Markets, Corporate Finance, Executive Management, Loan Origination, Management, Restructuring, Securitization
Education
Hofstra University
BBA, Finance
Lauren Rochford's Merrill Lynch Experience June 2006 - August 2006
Job Elementary Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education August 2012 - Present
Public School District June 2012 - July 2012
Public School District December 2011 - May 2012
Ted Moudis Associates January 2008 - December 2011
Ted Moudis Associates January 2008 - December 2008
Ted Moudis Associates May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Teaching, Classroom, Elementary Education, Marketing, Early Childhood..., Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Outlook, Fundraising, Budgets
Education
Hofstra University 2009 — 2012
Master of Science, Early Childhood & Elementary Education
Sacred Heart University 2004 — 2008
BA, Management
NYC Department of Education August 2012 - Present
Public School District June 2012 - July 2012
Public School District December 2011 - May 2012
Ted Moudis Associates January 2008 - December 2011
Ted Moudis Associates January 2008 - December 2008
Ted Moudis Associates May 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Teaching, Classroom, Elementary Education, Marketing, Early Childhood..., Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Outlook, Fundraising, Budgets
Education
Hofstra University 2009 — 2012
Master of Science, Early Childhood & Elementary Education
Sacred Heart University 2004 — 2008
BA, Management
Dina Calabrese's Merrill Lynch Experience July 2000 - February 2002
Job Executive Consultant at Rodan + Fields
Industry Financial Services
Experience
Rodan + Fields March 2015 - Present
Atlantic Partners Financial Group October 2010 - July 2011
Star Capital Services, LLC November 2008 - July 2010
John Hancock New York Partners 2006 - 2008
John Hancock New York Partners November 2002 - December 2006
JPMorgan Chase March 2002 - October 2002
Merrill Lynch July 2000 - February 2002
Education
Hofstra University 2003 — 2005
Master of Science in Secondary Education, Secondary Education and Teaching
Villanova University 1996 — 2000
B.S., Finance
Rodan + Fields March 2015 - Present
Atlantic Partners Financial Group October 2010 - July 2011
Star Capital Services, LLC November 2008 - July 2010
John Hancock New York Partners 2006 - 2008
John Hancock New York Partners November 2002 - December 2006
JPMorgan Chase March 2002 - October 2002
Merrill Lynch July 2000 - February 2002
Education
Hofstra University 2003 — 2005
Master of Science in Secondary Education, Secondary Education and Teaching
Villanova University 1996 — 2000
B.S., Finance
Faheem Mahmud's Merrill Lynch Experience March 2008 - March 2010
Job Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2010 - January 2012
Merrill Lynch March 2008 - March 2010
Broadridge September 2007 - January 2008
Skills
Derivatives, Capital Markets, Commodity
Education
Hofstra University 2004 — 2007
BBA, Finance
BNP Paribas June 2010 - January 2012
Merrill Lynch March 2008 - March 2010
Broadridge September 2007 - January 2008
Skills
Derivatives, Capital Markets, Commodity
Education
Hofstra University 2004 — 2007
BBA, Finance
jonathan yang's Merrill Lynch Experience 2000 - 2004
Job Director
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Morgan Stanley March 2012 - August 2015
citi July 2000 - March 2012
Citigroup 2004 - 2012
Merrill Lynch 2000 - 2004
Merrill Lynch 2000 - 2004
Getpaid Corporation 1999 - 2000
Automated Concepts Inc 1993 - 1999
J.P. Morgan 1991 - 1992
Bell Communications Research 1991 - 1992
Skills
Market Data, Reference Data, Electronic Trading, Fixed Income, Master Data Management, Ontology, Mobile Technology, BPM, Business Process Design, Portfolio Management, Semantic Web, Low Latency, Trading Systems, Prime Brokerage, Equities, Capital Markets, Sybase, Derivatives, Equity Derivatives, Investment Banking, Market Risk, Financial Services, Equity Trading, FX Options, Structured Products, Trading, Securities Lending, Hedge Funds, big data, Data Visualization, Middle Office, Securities, Data Governance, Financial Markets, Credit Derivatives, Bloomberg, Financial Risk, Operational Risk, Options, Asset Management, Operational Risk..., Data Integration, Back Office, Risk Management, Commodity, Data Quality, Credit Risk, Interest Rate..., Data Modeling, Enterprise Architecture
Education
Stevens Institute of Technology 1986 — 1988
Computer Science /EE
Hofstra University 1980 — 1982
BS, computer science
Hofstra University 1980 — 1982
BS, computer science
BNY Mellon August 2015 - Present
Morgan Stanley March 2012 - August 2015
citi July 2000 - March 2012
Citigroup 2004 - 2012
Merrill Lynch 2000 - 2004
Merrill Lynch 2000 - 2004
Getpaid Corporation 1999 - 2000
Automated Concepts Inc 1993 - 1999
J.P. Morgan 1991 - 1992
Bell Communications Research 1991 - 1992
Skills
Market Data, Reference Data, Electronic Trading, Fixed Income, Master Data Management, Ontology, Mobile Technology, BPM, Business Process Design, Portfolio Management, Semantic Web, Low Latency, Trading Systems, Prime Brokerage, Equities, Capital Markets, Sybase, Derivatives, Equity Derivatives, Investment Banking, Market Risk, Financial Services, Equity Trading, FX Options, Structured Products, Trading, Securities Lending, Hedge Funds, big data, Data Visualization, Middle Office, Securities, Data Governance, Financial Markets, Credit Derivatives, Bloomberg, Financial Risk, Operational Risk, Options, Asset Management, Operational Risk..., Data Integration, Back Office, Risk Management, Commodity, Data Quality, Credit Risk, Interest Rate..., Data Modeling, Enterprise Architecture
Education
Stevens Institute of Technology 1986 — 1988
Computer Science /EE
Hofstra University 1980 — 1982
BS, computer science
Hofstra University 1980 — 1982
BS, computer science
Dennis Kerins's Merrill Lynch Experience October 1998 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch October 1998 - October 2008
Merrill Lynch June 1997 - October 1998
Merrill Lynch May 1996 - June 1997
Education
Hofstra University 1980 — 1984
bba, finance
Merrill Lynch October 1998 - October 2008
Merrill Lynch June 1997 - October 1998
Merrill Lynch May 1996 - June 1997
Education
Hofstra University 1980 — 1984
bba, finance
Luke Mesanko's Merrill Lynch Experience July 2008 - January 2011
Job Fashion Buyer
Industry Retail
Experience
Bank of America Merrill Lynch January 2011 - Present
Billabong 2007 - Present
Shaded Vision 2006 - Present
Merrill Lynch July 2008 - January 2011
Education
Hofstra University
Bank of America Merrill Lynch January 2011 - Present
Billabong 2007 - Present
Shaded Vision 2006 - Present
Merrill Lynch July 2008 - January 2011
Education
Hofstra University
Jeannine Gaeta's Merrill Lynch Experience August 2013 - Present
Job Entreprenuer, Owner, HiWay2Health
Industry Health, Wellness and Fitness
Experience
Merrill Lynch August 2013 - Present
Citigroup October 2009 - 2013
Citigroup 2007 - 2009
Citigroup 2005 - 2007
Citigroup 2002 - 2005
Citigroup 1999 - 2002
Citigroup 1996 - 1999
Skills
Equities, Financial Services, Hedge Funds, Banking, Portfolio Management, Securities, Asset Management, Investments, Wealth Management, Investment Banking, Mutual Funds, Wealth Management..., Separately Managed..., Operations Management, Team Leadership, seperately managed..., UMA, Security APL, Holistic Health, Wellness Coaching, Nutrition, Employee Wellness..., Entrepreneurship, Nutritional Counseling, Wellbeing, Fixed Income, Risk Management, Management, Finance
Education
Institute of Intergrative Nutrition 2014 — 2015
Certified Holistic Health Counslor
Hofstra University 1978 — 1982
Bachelor of Business Administration, Finance and Investment
Sacred Heart Academy
Merrill Lynch August 2013 - Present
Citigroup October 2009 - 2013
Citigroup 2007 - 2009
Citigroup 2005 - 2007
Citigroup 2002 - 2005
Citigroup 1999 - 2002
Citigroup 1996 - 1999
Skills
Equities, Financial Services, Hedge Funds, Banking, Portfolio Management, Securities, Asset Management, Investments, Wealth Management, Investment Banking, Mutual Funds, Wealth Management..., Separately Managed..., Operations Management, Team Leadership, seperately managed..., UMA, Security APL, Holistic Health, Wellness Coaching, Nutrition, Employee Wellness..., Entrepreneurship, Nutritional Counseling, Wellbeing, Fixed Income, Risk Management, Management, Finance
Education
Institute of Intergrative Nutrition 2014 — 2015
Certified Holistic Health Counslor
Hofstra University 1978 — 1982
Bachelor of Business Administration, Finance and Investment
Sacred Heart Academy
John Davi's Merrill Lynch Experience March 2007 - November 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
Merrill Lynch March 2007 - November 2009
Merrill Lynch April 1999 - February 2007
Dreyfus June 1998 - April 1999
Skills
ETFs, Alternative Investments, Hedge Funds, Options, Derivatives, Series 7, Equities, Equity Derivatives, Swaps, Asset Allocation, Series 63, Volatility, Quantitative Finance, Structured Products, Fixed Income, Electronic Trading, Equity Trading, Investments
Education
Hofstra University 1996 — 2000
BBA, Finance
Morgan Stanley November 2009 - Present
Merrill Lynch March 2007 - November 2009
Merrill Lynch April 1999 - February 2007
Dreyfus June 1998 - April 1999
Skills
ETFs, Alternative Investments, Hedge Funds, Options, Derivatives, Series 7, Equities, Equity Derivatives, Swaps, Asset Allocation, Series 63, Volatility, Quantitative Finance, Structured Products, Fixed Income, Electronic Trading, Equity Trading, Investments
Education
Hofstra University 1996 — 2000
BBA, Finance
Justin Cappadoro's Merrill Lynch Experience March 2007 - June 2011
Job Director at Millennium Capital Management
Industry Financial Services
Experience
Millennium Management September 2014 - Present
ENSO Financial Management, LLP December 2013 - September 2014
UniCredit Markets & Investment Banking July 2011 - September 2013
Merrill Lynch March 2007 - June 2011
Banc of America Securities October 2002 - February 2007
Skills
Securities Lending, Equities, Swaps, Series 63, Series 7, Series 24, Settlement, Collateral Management, Series 55, Capital Markets, FINRA, Prime Brokerage, Hedge Funds, Portfolio Management
Education
Hofstra University
Finance
Millennium Management September 2014 - Present
ENSO Financial Management, LLP December 2013 - September 2014
UniCredit Markets & Investment Banking July 2011 - September 2013
Merrill Lynch March 2007 - June 2011
Banc of America Securities October 2002 - February 2007
Skills
Securities Lending, Equities, Swaps, Series 63, Series 7, Series 24, Settlement, Collateral Management, Series 55, Capital Markets, FINRA, Prime Brokerage, Hedge Funds, Portfolio Management
Education
Hofstra University
Finance
Carl N. Lang's Merrill Lynch Experience January 1989 - April 1994
Job MD, Chief Technology Officer at Albert Fried & Company
Industry Financial Services
Experience
Albert Fried & Company January 2013 - Present
BNP Paribas October 2008 - January 2013
Bank of America April 1999 - October 2008
Deutsche Bank December 1997 - April 1999
UBS Investment Bank November 1996 - December 1997
Smith Barney April 1994 - November 1996
Merrill Lynch January 1989 - April 1994
Skills
Information Technology, Financial Markets, Investment Banking, Fixed Income, Capital Markets, Equities, Portfolio Management, Hedge Funds, Valuation, Trading, Back Office, Equity Derivatives, Trading Systems, Settlement, Prime Brokerage, Securities Lending
Education
Saint Peter's University 1993 — 1996
Master of Business Administration (MBA), Information Technology
Hofstra University 1983 — 1988
Bachelor of Science (BS), Information Technology
Albert Fried & Company January 2013 - Present
BNP Paribas October 2008 - January 2013
Bank of America April 1999 - October 2008
Deutsche Bank December 1997 - April 1999
UBS Investment Bank November 1996 - December 1997
Smith Barney April 1994 - November 1996
Merrill Lynch January 1989 - April 1994
Skills
Information Technology, Financial Markets, Investment Banking, Fixed Income, Capital Markets, Equities, Portfolio Management, Hedge Funds, Valuation, Trading, Back Office, Equity Derivatives, Trading Systems, Settlement, Prime Brokerage, Securities Lending
Education
Saint Peter's University 1993 — 1996
Master of Business Administration (MBA), Information Technology
Hofstra University 1983 — 1988
Bachelor of Science (BS), Information Technology
James Tolento's Merrill Lynch Experience July 2004 - May 2009
Job Director Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Societe Generale Corporate & Investment Banking August 2010 - January 2011
Federal Reserve Bank of New York May 2009 - August 2010
Merrill Lynch July 2004 - May 2009
Salomon Smith Barney 1998 - 2003
Bank of New York 1996 - 1998
Skills
MBS, Accounting
Education
Hofstra University 1990 — 1994
BS, Accounting
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Societe Generale Corporate & Investment Banking August 2010 - January 2011
Federal Reserve Bank of New York May 2009 - August 2010
Merrill Lynch July 2004 - May 2009
Salomon Smith Barney 1998 - 2003
Bank of New York 1996 - 1998
Skills
MBS, Accounting
Education
Hofstra University 1990 — 1994
BS, Accounting
Thomas Fierro's Merrill Lynch Experience October 1985 - June 2008
Job Sr VP at Citi Group
Industry Financial Services
Experience
Citi Group October 2010 - Present
Nomura Securities November 2009 - October 2010
Merrill Lynch October 1985 - June 2008
Education
Hofstra University 1980 — 1984
BSBA, Finance / Banking
Citi Group October 2010 - Present
Nomura Securities November 2009 - October 2010
Merrill Lynch October 1985 - June 2008
Education
Hofstra University 1980 — 1984
BSBA, Finance / Banking
Celeste Santangelo's Merrill Lynch Experience September 2011 - September 2012
Job Equity Research Analyst at Cross Research
Industry Financial Services
Experience
Cross Research July 2013 - Present
Merrill Lynch September 2011 - September 2012
Banc of America Securities - Merrill Lynch 2009 - August 2011
Merrill Lynch 1997 - 2009
Skills
Series 7, Series 63, Series 66, Series 86, Series 87, Equity Analy, Equity Research, Financial Modeling, Equities, Financial Analysis, Valuation, Investments, Bloomberg, Asset Managment, Wealth Management, Alternative Investments, Asset Management, Finance
Education
Hofstra University
B.B.A., Marketing
Cross Research July 2013 - Present
Merrill Lynch September 2011 - September 2012
Banc of America Securities - Merrill Lynch 2009 - August 2011
Merrill Lynch 1997 - 2009
Skills
Series 7, Series 63, Series 66, Series 86, Series 87, Equity Analy, Equity Research, Financial Modeling, Equities, Financial Analysis, Valuation, Investments, Bloomberg, Asset Managment, Wealth Management, Alternative Investments, Asset Management, Finance
Education
Hofstra University
B.B.A., Marketing
Andrea O'Toole's Merrill Lynch Experience April 2007 - June 2009
Job at Wells Fargo Law Department
Industry Legal Services
Experience
Wells Fargo May 2014 - Present
Cantor Fitzgerald November 2012 - May 2014
Nomura Securities October 2009 - November 2012
Merrill Lynch April 2007 - June 2009
Calyon October 2005 - April 2007
Barclays Capital September 2003 - October 2005
Dresdner Kleinwort March 2000 - September 2003
Sakura Global Capital, Inc. October 1998 - March 2000
Commodity Futures Trading Commission June 1997 - September 1997
United States Senate September 1996 - December 1996
Skills
Hedge Funds, Capital Markets, ISDA, Derivatives, Securities, Structured Finance, Structured Products, Equity Derivatives, Equities, Swaps, Prime Brokerage, AML, Bonds, Trading, Securities Regulation, Investment Banking, Securitization, Financial Structuring, Fixed Income
Education
The George Washington University Law School 1995 — 1998
JD
Hofstra University 1991 — 1995
BBA, Banking and Finance
Wells Fargo May 2014 - Present
Cantor Fitzgerald November 2012 - May 2014
Nomura Securities October 2009 - November 2012
Merrill Lynch April 2007 - June 2009
Calyon October 2005 - April 2007
Barclays Capital September 2003 - October 2005
Dresdner Kleinwort March 2000 - September 2003
Sakura Global Capital, Inc. October 1998 - March 2000
Commodity Futures Trading Commission June 1997 - September 1997
United States Senate September 1996 - December 1996
Skills
Hedge Funds, Capital Markets, ISDA, Derivatives, Securities, Structured Finance, Structured Products, Equity Derivatives, Equities, Swaps, Prime Brokerage, AML, Bonds, Trading, Securities Regulation, Investment Banking, Securitization, Financial Structuring, Fixed Income
Education
The George Washington University Law School 1995 — 1998
JD
Hofstra University 1991 — 1995
BBA, Banking and Finance
Maureen Greco, CFA's Merrill Lynch Experience September 2003 - February 2007
Job Director at Greencoast Capital Partners LLC
Industry Capital Markets
Experience
Greencoast Capital Partners LLC April 2011 - October 2012
Morgan Stanley March 2007 - January 2009
FTC 2009 - 2009
Merrill Lynch September 2003 - February 2007
JP Morgan June 1994 - August 2003
Education
Chartered Financial Analyst 2008 — 2008
CFA, Finance
JP Morgan Global Markets Training Program 2000 — 2000
Finance
Hofstra University 1989 — 1994
BBA, Finance
Greencoast Capital Partners LLC April 2011 - October 2012
Morgan Stanley March 2007 - January 2009
FTC 2009 - 2009
Merrill Lynch September 2003 - February 2007
JP Morgan June 1994 - August 2003
Education
Chartered Financial Analyst 2008 — 2008
CFA, Finance
JP Morgan Global Markets Training Program 2000 — 2000
Finance
Hofstra University 1989 — 1994
BBA, Finance
Ed Downey's Merrill Lynch Experience 1981 - 2006
Job Director at Interactive Data Corporation
Industry Financial Services
Experience
Interactive Data October 2014 - Present
Markit March 2014 - September 2014
Bloomberg LP 2007 - March 2014
Merrill Lynch 1981 - 2006
Burroughs Corp August 1978 - August 1981
Skills
E-commerce, Bloomberg, Securities, Trading, Sales Management, Fixed Income, Bonds, Capital Markets, Pricing Service, Valuation Services, Municipal Bonds, Merrill Lynch, Preferred Stock, Hedge Funds, Financial Markets, Money Market, Series 63, Series 7, Trading Systems, Equities, Investment Banking, Management, Valuation
Education
Hofstra University
MBA, Management, Marketing, Economics
Interactive Data October 2014 - Present
Markit March 2014 - September 2014
Bloomberg LP 2007 - March 2014
Merrill Lynch 1981 - 2006
Burroughs Corp August 1978 - August 1981
Skills
E-commerce, Bloomberg, Securities, Trading, Sales Management, Fixed Income, Bonds, Capital Markets, Pricing Service, Valuation Services, Municipal Bonds, Merrill Lynch, Preferred Stock, Hedge Funds, Financial Markets, Money Market, Series 63, Series 7, Trading Systems, Equities, Investment Banking, Management, Valuation
Education
Hofstra University
MBA, Management, Marketing, Economics
Linda Borman's Merrill Lynch Experience December 2009 - Present
Job Administrative Assistant at Merrill Lynch
Industry Public Relations and Communications
Experience
Merrill Lynch December 2009 - Present
Robinson Lerer & Montgomery November 1988 - January 2009
Third Street Music School February 1988 - November 1988
Skills
Public Relations, Strategic Planning
Education
Hofstra University 1976 — 1981
Bachelor of Science, Music Performance
Merrill Lynch December 2009 - Present
Robinson Lerer & Montgomery November 1988 - January 2009
Third Street Music School February 1988 - November 1988
Skills
Public Relations, Strategic Planning
Education
Hofstra University 1976 — 1981
Bachelor of Science, Music Performance
Marge Natale's Merrill Lynch Experience 2007 - 2009
Job Chief Financial Officer at Concord International Investments
Industry Financial Services
Experience
Concord International Investments January 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch 2000 - 2007
Merrill Lynch Capital Services 1997 - 1999
Bankers Trust September 1994 - February 1997
CC/ABC January 1993 - September 1994
Deloitte & Touche 1990 - 1993
Skills
Investment Banking, Hedge Funds, Derivatives, Change Management, Financial Risk, Risk Management, Capital Markets, Equities, Fixed Income
Education
Hofstra University 1986 — 1990
Bachelor’s Degree, Accounting, 3.7
Concord International Investments January 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch 2000 - 2007
Merrill Lynch Capital Services 1997 - 1999
Bankers Trust September 1994 - February 1997
CC/ABC January 1993 - September 1994
Deloitte & Touche 1990 - 1993
Skills
Investment Banking, Hedge Funds, Derivatives, Change Management, Financial Risk, Risk Management, Capital Markets, Equities, Fixed Income
Education
Hofstra University 1986 — 1990
Bachelor’s Degree, Accounting, 3.7
Jo-Ann Zafonte's Merrill Lynch Experience May 1990 - December 2001
Job SVP, Global Technology Solutions for HR at FCB
Industry Information Technology and Services
Experience
FCB (Foote, Cone, and Belding) February 2014 - Present
Interpublic Group of Companies January 2013 - February 2014
FCB (Foote, Cone and Belding) March 2012 - December 2012
Scholastic September 2002 - January 2012
Merrill Lynch May 1990 - December 2001
Drexel Burnham Lambert 1989 - 1989
Citibank 1987 - 1989
Skills
PeopleSoft, Data Warehousing, HR Shared Services, IT Strategy, IT Service Management, Success Factors, Cornerstone, Taleo, Onboarding, Oracle Applications, Portal Technologies, HR Transformation, Kronos, Ceridian, Sarbanes Oxley..., HRIS, Cloud Computing, Shared Services, Corporate Governance, Human Resources, Workday, Agency Services, Talent Acquisition, Sarbanes-Oxley, Vendor Management, IT Management, Management, Project Management, Change Management, Leadership, Cross-functional Team..., SaaS, SDLC, Enterprise Software, Outsourcing, Business Process..., Business Process, Personnel Management, Organizational..., CRM, Business Analysis, ERP, Business Intelligence, Consulting, Security, Integration, SharePoint, Requirements Analysis, Process Improvement, Project Portfolio...
Education
Hofstra University 1984 — 1988
BS, Computer Science
FCB (Foote, Cone, and Belding) February 2014 - Present
Interpublic Group of Companies January 2013 - February 2014
FCB (Foote, Cone and Belding) March 2012 - December 2012
Scholastic September 2002 - January 2012
Merrill Lynch May 1990 - December 2001
Drexel Burnham Lambert 1989 - 1989
Citibank 1987 - 1989
Skills
PeopleSoft, Data Warehousing, HR Shared Services, IT Strategy, IT Service Management, Success Factors, Cornerstone, Taleo, Onboarding, Oracle Applications, Portal Technologies, HR Transformation, Kronos, Ceridian, Sarbanes Oxley..., HRIS, Cloud Computing, Shared Services, Corporate Governance, Human Resources, Workday, Agency Services, Talent Acquisition, Sarbanes-Oxley, Vendor Management, IT Management, Management, Project Management, Change Management, Leadership, Cross-functional Team..., SaaS, SDLC, Enterprise Software, Outsourcing, Business Process..., Business Process, Personnel Management, Organizational..., CRM, Business Analysis, ERP, Business Intelligence, Consulting, Security, Integration, SharePoint, Requirements Analysis, Process Improvement, Project Portfolio...
Education
Hofstra University 1984 — 1988
BS, Computer Science
Jayan Krishnan's Merrill Lynch Experience 2004 - 2008
Job Asset Securitization Professional at DZ Bank
Industry Banking
Experience
DZ Bank February 2008 - Present
Merrill Lynch 2004 - 2008
Citigroup 1993 - 2004
Skills
Structured Finance, Capital Markets, Investments, Fixed Income, Financial Modeling, Portfolio Management, Investment Banking, Corporate Finance, Due Diligence, Valuation, Underwriting, Structured Credit
Education
Hofstra University 1995 — 1997
MBA, Finance
Stony Brook University 1989 — 1993
Bachelor of Science, Business Management
DZ Bank February 2008 - Present
Merrill Lynch 2004 - 2008
Citigroup 1993 - 2004
Skills
Structured Finance, Capital Markets, Investments, Fixed Income, Financial Modeling, Portfolio Management, Investment Banking, Corporate Finance, Due Diligence, Valuation, Underwriting, Structured Credit
Education
Hofstra University 1995 — 1997
MBA, Finance
Stony Brook University 1989 — 1993
Bachelor of Science, Business Management
Hugh Anderson's Merrill Lynch Experience September 1980 - September 2012
Job Comprehensive Wealth Manager and Advisor at HighTower Las Vegas
Industry Financial Services
Experience
HighTower September 2012 - Present
Merrill Lynch September 1980 - September 2012
Skills
Financial Planning, Investment Strategies, Strategic Financial..., Asset Management, Portfolio Management, Financial Analysis, Estate Planning, Asset Managment, Wealth Management, Financial Advisory, Financial Services, Wealth Management..., Wealth, Hedge Funds, Finance, Retirement Planning, Series 7, Equities, Investment Advisory, Certified Financial..., Series 63, Mutual Funds, Alternative Investments, Uniform Combined State..., Series 65, Securities, Fixed Income, Community Leadership, Investments, Investment Management, Retirement, FINRA, Risk Management
Education
Hofstra University 1981 — 1982
Master of Business Administration (MBA), Finance
Hofstra University 1977 — 1980
Master of Business Administration (MBA), Finance, General
HighTower September 2012 - Present
Merrill Lynch September 1980 - September 2012
Skills
Financial Planning, Investment Strategies, Strategic Financial..., Asset Management, Portfolio Management, Financial Analysis, Estate Planning, Asset Managment, Wealth Management, Financial Advisory, Financial Services, Wealth Management..., Wealth, Hedge Funds, Finance, Retirement Planning, Series 7, Equities, Investment Advisory, Certified Financial..., Series 63, Mutual Funds, Alternative Investments, Uniform Combined State..., Series 65, Securities, Fixed Income, Community Leadership, Investments, Investment Management, Retirement, FINRA, Risk Management
Education
Hofstra University 1981 — 1982
Master of Business Administration (MBA), Finance
Hofstra University 1977 — 1980
Master of Business Administration (MBA), Finance, General
Benjamin Leavitt's Merrill Lynch Experience September 2009 - December 2009
Job Investment Banking
Industry Financial Services
Experience
Wells Fargo April 2010 - September 2010
Merrill Lynch September 2009 - December 2009
Aegis Capital 2008 - 2008
Education
Hofstra University 2006 — 2010
BBA, Finance
Hofstra University
Bachelor, Business and Finance Education; Business Administration Finance
Wells Fargo April 2010 - September 2010
Merrill Lynch September 2009 - December 2009
Aegis Capital 2008 - 2008
Education
Hofstra University 2006 — 2010
BBA, Finance
Hofstra University
Bachelor, Business and Finance Education; Business Administration Finance
Maureen Ayral's Merrill Lynch Experience June 1982 - September 1999
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 1999 - Present
Merrill Lynch June 1982 - September 1999
Skills
Retirement Planning, Investments, Asset Allocation, Alternative Investments, Fixed Income, Investment Strategies, Equities, Securities, Strategic Investment..., Retirement, Portfolio Management, Series 7, Finance, Financial Advisory, Public Speaking, Financial Analysis, Financial Services, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Social Security, Managed Futures, Diversity & Inclusion
Education
Dale Carnegie
Certificate of Completion, Management & Career Development
University of South Florida 1979 — 1981
MBA, Finance
Hofstra University 1976 — 1978
Batchelor of Arts, Eur-Asian History / Financial Accounting
Wells Fargo Advisors, LLC June 1999 - Present
Merrill Lynch June 1982 - September 1999
Skills
Retirement Planning, Investments, Asset Allocation, Alternative Investments, Fixed Income, Investment Strategies, Equities, Securities, Strategic Investment..., Retirement, Portfolio Management, Series 7, Finance, Financial Advisory, Public Speaking, Financial Analysis, Financial Services, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Charitable Gift Planning, Social Security, Managed Futures, Diversity & Inclusion
Education
Dale Carnegie
Certificate of Completion, Management & Career Development
University of South Florida 1979 — 1981
MBA, Finance
Hofstra University 1976 — 1978
Batchelor of Arts, Eur-Asian History / Financial Accounting
Katherine Redman's Merrill Lynch Experience February 2000 - May 2012
Job Vice President Investment Officer at Wells Fargo Advisors,LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Merrill Lynch February 2000 - May 2012
PaineWebber October 1988 - February 2000
Education
Hofstra University
Nassau Community College
Associate of Science (A.S.), Accounting and Finance
State University of New York at Stony Brook
Wells Fargo Advisors, LLC May 2012 - Present
Merrill Lynch February 2000 - May 2012
PaineWebber October 1988 - February 2000
Education
Hofstra University
Nassau Community College
Associate of Science (A.S.), Accounting and Finance
State University of New York at Stony Brook
GREGORY CABURIS's Merrill Lynch Experience January 2011 - Present
Job VPCLIENT RELATIONSHIP MANAGER at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Skills
Series 7, Series 63, Equities, Fixed Income, Wealth Management, Uniform Combined State..., FINRA, Securities, Mutual Funds, Investments, Asset Allocation, Hedge Funds, Investment Advisory, Asset Management, Team Building
Education
Hofstra University 1980 — 1983
BBA, FINANCE BANKING & INVESTMENTS MINOR ECONOMICS
Merrill Lynch January 2011 - Present
Skills
Series 7, Series 63, Equities, Fixed Income, Wealth Management, Uniform Combined State..., FINRA, Securities, Mutual Funds, Investments, Asset Allocation, Hedge Funds, Investment Advisory, Asset Management, Team Building
Education
Hofstra University 1980 — 1983
BBA, FINANCE BANKING & INVESTMENTS MINOR ECONOMICS
Andrew Polito's Merrill Lynch Experience 2009 - 2010
Job Sr. Digital Analyst at JUICE Pharma Worldwide
Industry Marketing and Advertising
Experience
JUICE Pharma Worldwide 2010 - Present
Yeti Technology Services 2008 - Present
Monaco Distribution, Inc 2006 - Present
Merrill Lynch 2009 - 2010
Dow Jones & Co. 2004 - 2009
Hearst Corporation 2003 - 2004
Education
Hofstra University
BA, Business Computer Information Systems
JUICE Pharma Worldwide 2010 - Present
Yeti Technology Services 2008 - Present
Monaco Distribution, Inc 2006 - Present
Merrill Lynch 2009 - 2010
Dow Jones & Co. 2004 - 2009
Hearst Corporation 2003 - 2004
Education
Hofstra University
BA, Business Computer Information Systems
Michael Folignani's Merrill Lynch Experience January 1999 - November 1999
Job Financial Services Professional
Industry Financial Services
Experience
DCM Collectibles, LLC February 2005 - Present
Sports Collectibles Limited Liability Company February 2005 - Present
Guardian Trust Company July 2003 - February 2007
Services July 2003 - August 2006
Merrill Lynch Trust Company January 1999 - June 2003
Guardian Trust Company 1999 - 2003
Merrill Lynch January 1999 - November 1999
Morgan Stanley Dean Witter Trust FSB January 1996 - November 1999
Morgan Stanley December 1996 - December 1998
Merrill Lynch 1996 - 1998
Education
Hofstra University 1988 — 1991
Business Adminisration
Hofstra University
DCM Collectibles, LLC February 2005 - Present
Sports Collectibles Limited Liability Company February 2005 - Present
Guardian Trust Company July 2003 - February 2007
Services July 2003 - August 2006
Merrill Lynch Trust Company January 1999 - June 2003
Guardian Trust Company 1999 - 2003
Merrill Lynch January 1999 - November 1999
Morgan Stanley Dean Witter Trust FSB January 1996 - November 1999
Morgan Stanley December 1996 - December 1998
Merrill Lynch 1996 - 1998
Education
Hofstra University 1988 — 1991
Business Adminisration
Hofstra University
Bruce Quinlan's Merrill Lynch Experience January 1989 - September 2008
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Bank of America Merrill Lynch January 1989 - July 2015
Merrill Lynch January 1989 - September 2008
Skills
Asset Managment, Financial Services, Middle Office, Asset Management, Operational Risk, Relationship Management, Back Office, AML, Capital Markets, Equities, Fixed Income, Investment Banking, Portfolio Management
Education
Hofstra University
B.A., History
Wells Fargo July 2015 - Present
Bank of America Merrill Lynch January 1989 - July 2015
Merrill Lynch January 1989 - September 2008
Skills
Asset Managment, Financial Services, Middle Office, Asset Management, Operational Risk, Relationship Management, Back Office, AML, Capital Markets, Equities, Fixed Income, Investment Banking, Portfolio Management
Education
Hofstra University
B.A., History
Jodi Miller's Merrill Lynch Experience November 1995 - September 1997
Job at
Industry Banking
Experience
Rabobank North America Wholesale May 2013 - Present
Rabobank International June 1998 - April 2013
Bankers Trust September 1997 - June 1998
Merrill Lynch November 1995 - September 1997
Salomon Brothers June 1992 - October 1995
Skills
Financial Audits, Financial Analysis
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Rabobank North America Wholesale May 2013 - Present
Rabobank International June 1998 - April 2013
Bankers Trust September 1997 - June 1998
Merrill Lynch November 1995 - September 1997
Salomon Brothers June 1992 - October 1995
Skills
Financial Audits, Financial Analysis
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
David W Jenkins CRPC's Merrill Lynch Experience January 2015 - Present
Job New Account Supervision Principal
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Edge Self-Direct November 2012 - December 2014
Merrill Lynch/Bank of America June 2011 - November 2012
Merrill Lynch January 2005 - May 2011
Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 66, CRPC, Retirement Planning, Securities, FINRA, Wealth Management, Financial Advisory
Education
Hofstra University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch January 2015 - Present
Merrill Edge Self-Direct November 2012 - December 2014
Merrill Lynch/Bank of America June 2011 - November 2012
Merrill Lynch January 2005 - May 2011
Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 66, CRPC, Retirement Planning, Securities, FINRA, Wealth Management, Financial Advisory
Education
Hofstra University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Sean Marcus Oliveira's Merrill Lynch Experience April 2010 - June 2011
Job At
Industry Investment Management
Experience
First Republic Private Wealth Management February 2015 - Present
First Republic Bank February 2013 - February 2015
Bank of America January 2011 - February 2013
Merrill Lynch April 2010 - June 2011
Skills
Banking, High Net Worth..., Sales, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Relationship Management, Private Banking, Wealth Management, Financial Services, Wealth Management..., Wealth, Deposits
Education
Hodges University
Business Management
First Republic Private Wealth Management February 2015 - Present
First Republic Bank February 2013 - February 2015
Bank of America January 2011 - February 2013
Merrill Lynch April 2010 - June 2011
Skills
Banking, High Net Worth..., Sales, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Relationship Management, Private Banking, Wealth Management, Financial Services, Wealth Management..., Wealth, Deposits
Education
Hodges University
Business Management
Linda Messinger's Merrill Lynch Experience September 2003 - January 2010
Job Director Prime Services Compliance at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2010 - Present
Merrill Lynch September 2003 - January 2010
Education
Hofstra University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.68
Barclays Capital March 2010 - Present
Merrill Lynch September 2003 - January 2010
Education
Hofstra University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.68
Joe Pellegrini's Merrill Lynch Experience June 2005 - December 2005
Job Golden Age Housing Coordinator at Town of Hempstead Housing Authority
Industry Government Administration
Experience
Town of Hempstead Housing Authority September 2006 - Present
Merrill Lynch June 2005 - December 2005
Dreyfus May 1999 - June 2005
Education
Hofstra University 1994 — 1999
Bachelor of Arts (B.A.), Social Sciences
Town of Hempstead Housing Authority September 2006 - Present
Merrill Lynch June 2005 - December 2005
Dreyfus May 1999 - June 2005
Education
Hofstra University 1994 — 1999
Bachelor of Arts (B.A.), Social Sciences
Jeremy R. Stambovsky's Merrill Lynch Experience December 2006 - December 2008
Job Tax Accountant
Industry Accounting
Experience
Viola, Chrabascz, Reynolds & Co., LLP. September 2010 - Present
Venture Capital and Start-Up Advisory January 2008 - September 2010
Merrill Lynch December 2006 - December 2008
Citigroup January 2004 - November 2006
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance, General
Viola, Chrabascz, Reynolds & Co., LLP. September 2010 - Present
Venture Capital and Start-Up Advisory January 2008 - September 2010
Merrill Lynch December 2006 - December 2008
Citigroup January 2004 - November 2006
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance, General
Dan Napoli's Merrill Lynch Experience January 1988 - October 1998
Job Cofounder and directorr at Fieldpoint Private
Industry Banking
Experience
Fieldpoint Private May 2007 - Present
Merrill Lynch January 1988 - October 1998
Merrill Lynch July 1980 - October 1988
Education
Hofstra University 1967 — 1971
Bachelor of Business Administration (BBA), Finance, psychology
Fieldpoint Private May 2007 - Present
Merrill Lynch January 1988 - October 1998
Merrill Lynch July 1980 - October 1988
Education
Hofstra University 1967 — 1971
Bachelor of Business Administration (BBA), Finance, psychology
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
Evan Fishman's Merrill Lynch Experience September 1992 - June 2006
Job SVP at UBS
Industry
Experience
UBS June 2006 - Present
Merrill Lynch September 1992 - June 2006
Education
Hofstra University 1989 — 1991
Master of Business Administration (M.B.A.) with Distinction
University at Buffalo 1981 — 1985
Bachelor's degree, Economics
UBS June 2006 - Present
Merrill Lynch September 1992 - June 2006
Education
Hofstra University 1989 — 1991
Master of Business Administration (M.B.A.) with Distinction
University at Buffalo 1981 — 1985
Bachelor's degree, Economics
GREGORY CABURIS's Merrill Lynch Experience October 2013 - Present
Job Client Relationship Manager at MERRILL LYNCH
Industry Financial Services
Experience
MERRILL LYNCH October 2013 - Present
Skills
Management, Investments, Customer Service, Banking, Portfolio Management, Financial Services, Risk Management, Sales, Leadership, Financial Analysis, Finance, Business Analysis, Project Management
Education
Hofstra University 1980 — 1983
Bachelor’s Degree, finance, banking and investments
MERRILL LYNCH October 2013 - Present
Skills
Management, Investments, Customer Service, Banking, Portfolio Management, Financial Services, Risk Management, Sales, Leadership, Financial Analysis, Finance, Business Analysis, Project Management
Education
Hofstra University 1980 — 1983
Bachelor’s Degree, finance, banking and investments
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank