Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Tom Dalpiaz Tom Dalpiaz Greater New York City Area Details
Tom Dalpiaz's Merrill Lynch Experience 1984 - 1986
Job Managing Director at Granite Springs Asset Management, LLC
Industry Investment Management
Experience
Granite Springs Asset Management, LLC   September 2013 - Present
Advisors Asset Management  May 2006 - August 2013
Neuberger Berman  2004 - 2006
Sage Capital Management   2002 - 2004
Weiss, Peck & Greer   1986 - 2002
Merrill Lynch   1984 - 1986

Skills
Portfolio Management, Bonds, Bloomberg, Investments, Series 7, Credit Analysis, Public Speaking, Fixed Income, Investment Writing, Product Specialist, Client Relationship..., Credit

Education
Hofstra University
MBA, Finance

Hofstra University
Bachelor of Arts (B.A.), History

Brian Doe, CFP® Brian Doe, CFP® Greensboro, Georgia Details
Brian Doe, CFP®'s Merrill Lynch Experience April 2000 - February 2009
Job Wealth Advisor at Livingworth
Industry Financial Services
Experience
Livingworth, Private Wealth Advisors   October 2013 - Present
Andrew College  September 2011 - August 2014
Gratus Capital Management   February 2009 - October 2013
Merrill Lynch   April 2000 - February 2009
Mercer University  March 1996 - March 2000
Andrew College  October 1991 - March 1996

Skills
Microfinance, Public Speaking, Wealth Management, Portfolio Management, Strategic Planning, Investment Management, Leadership, Retirement Planning, Strategic Financial..., Investment Strategies, Finance, Asset Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Alternative Investments, Financial Planning

Education
Mercer University - Stetson School of Business and Economics   1997 — 1998
MBA, Finance

Hong Kong Baptist University   1997 — 1997
Summer Semester, International Business and Finance

The University of Georgia   1989 — 1991
BBA, Marketing and Finance

Ralph McNamara II Ralph McNamara II New York, New York Details
Ralph McNamara II's Merrill Lynch Experience November 2013 - Present
Job Alternative Investments Sales at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2013 - Present
Lumesis LLC   March 2013 - November 2013
Bloomberg LP  May 2012 - March 2013
Bloomberg  January 2009 - March 2013
Lake Rock Capital   April 2006 - July 2007

Skills
Capital Markets, Fixed Income, Financial Markets, Hedge Funds, Finance, Bloomberg Terminal, Equities, Credit, New Business Development, Financial Analysis, Investor Relations, Hedging, Derivatives, Cold Calling, Series 7, Alternative Investments, Bloomberg, Private Equity, Financial Advisory, Investment Strategies

Education
Hofstra University   2005 — 2007
BA, Finance

Amy Singletary Amy Singletary Bogart, Georgia Details
Amy Singletary's Merrill Lynch Experience April 2008 - December 2008
Job Marketing Manager
Industry Marketing and Advertising
Experience
The Banyan Tree   March 2013 - Present
Athens Regional Health System  August 2013 - September 2013
DataBank IMX  March 2012 - February 2013
Houston Livestock Show and Rodeo  February 2005 - February 2013
The Washington Wave   December 2010 - May 2011
Bill White for Texas Campaign  May 2010 - August 2010
Best Campaign   November 2009 - February 2010
TAPS H.O.B   July 2009 - February 2010
Bronx  July 2007 - January 2009
Merrill Lynch   April 2008 - December 2008

Skills
Public Relations, Social Media, Event Planning, Public Speaking, Marketing, Salesforce.com, Press Releases, PowerPoint, Customer Service, Event Management, Microsoft Excel, Social Media Marketing, Microsoft Office, Sales, Marketing Communications, Proposal Writing, Market Research, Project Management, Dropbox, Outlook, Facebook Marketing, Management, Marketing Strategy, Budgets, Time Management, Social Networking, Leadership, Facebook, Writing, Media Relations, Online Marketing, Advertising

Education
University of Houston   2006 — 2011
Bachelors of Arts, Communications

Houston Community College

Jonet Parrish Jonet Parrish Houston, Texas Details
Jonet Parrish's Merrill Lynch Experience September 2006 - January 2007
Job Consulting Services Coordinator at BMC Software
Industry Computer Software
Experience
BMC Software  May 2015 - Present
PULSE  December 2010 - May 2015
PULSE  August 2008 - December 2010
PULSE  September 2007 - August 2008
Merrill Lynch   September 2006 - January 2007

Skills
Relationship Management, Payments, Customer Service, CRM, Banking, Risk Management

Education
Houston Baptist University   2001 — 2006
Bachelor of Arts (B.A.), Finance

Houston Baptist University   2001 — 2006
Bachelor of Arts (B.A.), Spanish

Kerr High School

Josh Irwin Josh Irwin Houston, Texas Details
Josh Irwin's Merrill Lynch Experience March 2012 - Present
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2012 - Present
Morgan Stanley  June 2010 - March 2012
T. Rowe Price  August 2007 - June 2010
Aquanaut Capital Management (Hedge Fund)   2005 - August 2007

Skills
Series 7, Series 3, Financial Modeling, Derivatives, Trading Strategies, Investments, Bloomberg, Fixed Income, Equities, Series 63

Education
Tulane University - A.B. Freeman School of Business
Master of Finance

Southern Methodist University
Business Administration and Management, General

Houston Baptist University
Finance

Paul Caplis Paul Caplis Baton Rouge, Louisiana Details
Paul Caplis's Merrill Lynch Experience December 2006 - December 2007
Job Petroleum Engineer at Kimbrell & Associates LLC
Industry Oil & Energy
Experience
Kimbrell & Associates LLC   April 2014 - Present
Loyola College Prep  May 2010 - May 2011
Algorithmic Design Team   May 2010 - January 2011
Merrill Lynch   December 2006 - December 2007
Louisiana Tech University  September 2005 - June 2006

Skills
C++, Quantitative Finance, Data Mining, R, Research, Public Speaking, Physics, Project Management, Matlab, Data Analysis, PowerPoint, Microsoft Excel, Energy, Customer Service, Microsoft Word, Strategic Planning, Management, Oil & Gas, Microsoft Office

Education
Louisiana State University   2012 — 2015
Bachelor of Science (BS), Petroleum Engineering

Hofstra University   2009 — 2010
Master of Science, Quantitative Finance

Louisiana Tech University   2003 — 2006
Master of Science, Cell and Molecular Biology

Louisiana Tech University   1999 — 2003
Bachelor of Science, Cell and Molecular Biology

Anitra Dent Anitra Dent Langhorne, Pennsylvania Details
Anitra Dent's Merrill Lynch Experience March 2010 - September 2012
Job Human Resources Generalist
Industry Human Resources
Experience
Heraeus  September 2012 - Present
Merrill Lynch   March 2010 - September 2012
FMC Corporation  September 2005 - August 2010

Skills
Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Sales, Data Entry, Troubleshooting, Interviews, Recruiting, Benefits Administration, Onboarding, Applicant Tracking..., Employee Training, College Recruiting, Management, Human Resources, Personnel Management, New Hire Orientations, Customer Service, HRIS

Education
International Foundation of Employee Benefit Plans   2014 — 2014
CEBS

Howard University   1998 — 2003
Bachelor of Arts (BA), Communications

Howard University
Bachelor of Arts (B.A.), Communications

Steve Martindale Steve Martindale Greater Grand Rapids, Michigan Area Details
Steve Martindale's Merrill Lynch Experience 2007 - 2008
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2011 - Present
Hilliard Lyons  2009 - June 2011
Merrill Lynch   2007 - 2008

Skills
Alternative Investments, Retirement Planning, Series 7, Financial Advisory, Mutual Funds, Investments

Education
Hope College   2004 — 2008
B.A., Management and Accounting

Hope College

Fazzarna Rabbi Fazzarna Rabbi Houston, Texas Area Details
Fazzarna Rabbi's Merrill Lynch Experience January 2010 - May 2010
Job MSP Program Manager
Industry Logistics and Supply Chain
Experience
MetaProcure at Invesco (InvescoPRO)   March 2014 - Present
TAPFIN Process Solutions at Halliburton (HALStaff)   November 2012 - February 2014
Staff Management at Waste Management   March 2011 - November 2012
T-Mobile  April 2008 - April 2011
Merrill Lynch   January 2010 - May 2010
AT&T Prime Mobile   June 2006 - February 2008
Best Buy  October 2004 - April 2006

Skills
Vendor Management, Supply Chain Management, SAP, Contract Management, SharePoint, Fieldglass, Program Management, Contingent Workforce, Managed Services, Strategic Sourcing, Program Implementation, Change Management, PeopleSoft, Project Management, Training

Education
University of Houston-Downtown   2007 — 2010
Bachelor of Business Administration (B.B.A) in Management, Supply Chain Management and Human Resource Management, Major GPA: 3.50

Houston Community College   2005 — 2007
Associate of Arts (A.A.), General Studies, GPA: 3.00

Melissa Moratti Melissa Moratti Greater Philadelphia Area Details
Melissa Moratti's Merrill Lynch Experience December 2011 - Present
Job
Industry Hospital & Health Care
Experience
Merrill Lynch   December 2011 - Present
Mercy Philadelphia Hospital  December 2010 - Present

Education
University of the Sciences in Philadelphia   2010 — 2013
Masters, Occupational Therapy/Therapist

Holy Family University   2006 — 2010
Bachelor's degree, Psychology

Matthew S. Eppinga Matthew S. Eppinga Sarasota, Florida Area Details
Matthew S. Eppinga's Merrill Lynch Experience 1999 - 2004
Job Owner Independent Wealth Management
Industry Financial Services
Experience
Independent Wealth Management   2008 - Present
tawa products   2009 - Present
AAM Banque Privée   2007 - 2008
Insinger de Beaufort - BNP Paribas Wealth Management   2004 - 2007
Merrill Lynch   1999 - 2004
Independent Money Management   1997 - 1999
Bank of America  1995 - 1997
MetLife  1993 - 1995

Skills
Strategic Planning, Customer Service, Business Strategy, Change Management, Marketing, Risk Management, Project Management, Microsoft Excel, Coaching, Business Analysis, Portfolio Management, Management, Fixed Income, Banking, Investments, Finance, Financial Analysis, Trading, Financial Markets, Derivatives

Education
Hope College   1990 — 1993
Bachelor of Science (B.S.), Economics/ Political Science, magna cum laude

Paulette Hanson Paulette Hanson Babylon, New York Details
Paulette Hanson's Merrill Lynch Experience 1999 - 2009
Job Conferences and Special Events
Industry Financial Services
Experience
Independent Contractor/Events   January 2012 - Present
Dejana Raiola Events   2011 - 2012
Merrill Lynch   1999 - 2009
National Hockey League  1998 - 1999
Krisam Group  1997 - 1998

Education
Hofstra University   1993 — 1997
Business Management

Paul Affenita Paul Affenita Greater New York City Area Details
Paul Affenita's Merrill Lynch Experience September 2006 - March 2009
Job Regulatory Compliance Officer at CIT Group, Inc.
Industry Banking
Experience
CIT Group, Inc  September 2011 - July 2014
Bank of Tokyo-Mitsubishi  May 2010 - August 2011
Barclays Bank  June 2009 - May 2010
Merrill Lynch   September 2006 - March 2009
Citibank  May 2003 - August 2006
BEE READY FISHBEIN HATTER, LLP   February 2003 - May 2003
GOLDSTEIN, TANENBAUM, LLP   January 2001 - February 2003
MCCARTHY & KELLY, LLP   October 1999 - January 2001

Skills
AML, OFAC, KYC, Securities, Bank Secrecy Act, USA PATRIOT Act, FINRA, Banking, Corporate Governance, Dodd-Frank, Capital Markets, Financial Services, Commercial Banking, Due Diligence, FCPA, Finance, Financial Regulation, Fraud, Internal Audit, Operational Risk, Privacy Law, Risk Assessment

Education
St. John's University School of Law   1996 — 1999
JD, Law

Hofstra University   1990 — 1994
BA, Political Science/Economics

Roseann Palmieri Roseann Palmieri Greater New York City Area Details
Roseann Palmieri's Merrill Lynch Experience 2007 - October 2009
Job Information Management Executive
Industry Financial Services
Experience
Bloomberg  June 2011 - September 2013
Thomson Reuters  May 2010 - June 2011
element22  October 2009 - May 2010
Merrill Lynch   2007 - October 2009
Bank of America  2003 - 2007
Deutsche Bank Securities  1999 - 2003
Morgan Stanley  1989 - 1999
Smith Barney  1988 - 1989

Education
Hofstra University   1983 — 1986
BBA, Information Systems

Jerome Caulk Jerome Caulk Dallas/Fort Worth Area Details
Jerome Caulk's Merrill Lynch Experience August 2007 - January 2012
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Merrill Lynch   August 2007 - January 2012
Smith Barney  January 1999 - August 2007
Merrill Lynch   December 1992 - January 1999
Dean Witter Reynolds Inc.  August 1986 - December 1992

Education
Howard University   1966 — 1970
Bachelor's Degree, Sociology

Joephilip Nzewunwah Joephilip Nzewunwah New York, New York Details
Joephilip Nzewunwah's Merrill Lynch Experience July 2006 - November 2008
Job MBA, The Wharton School of Business
Industry Investment Banking
Experience
The Wharton School  August 2010 - Present
MVision Private Equity Advisers  June 2011 - August 2011
Afrinvest West Africa   January 2008 - July 2010
Merrill Lynch   July 2006 - November 2008

Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Corporate Finance

Education
Wharton School of Business   2010 — 2012
MBA, Finance & Strategic Management

Howard University

Matthew Dravis Matthew Dravis Sugar Land, Texas Details
Matthew Dravis's Merrill Lynch Experience June 2001 - July 2001
Job Senior Buyer at Paragon Offshore
Industry Oil & Energy
Experience
Paragon Offshore  August 2014 - Present
Noble Drilling  November 2012 - August 2014
Dravis Landscaping Group   April 1996 - December 2012
WWN Corp   January 2008 - March 2011
Tracer Contruction   June 2007 - November 2007
University Place Retirement Community and Nursing Ctr   June 2006 - May 2007
Houston Baptist University  May 2005 - May 2007
Merrill Lynch   June 2001 - July 2001

Skills
Customer Service, Inventory Management, Analysis, Troubleshooting, Scheduling, Process Scheduler, Construction, Garden, Landscape Design, Landscaping, Leadership, Logistics, Management, Microsoft Office, Microsoft Word, Negotiation, Operations Management, Outlook, Purchasing, Strategic Planning, Supply Chain Management, Team Building, Time Management, Procurement, Petroleum

Education
Houston Baptist University   2004 — 2007
Bachelor, Business Administration; in Business Administration and Economics

Houston Baptist University - College of Business and Economics   2004 — 2007
BBA, Economics and Business Administration

Wharton County Junior College

Ryan Denault Ryan Denault Wilbraham, Massachusetts Details
Ryan Denault's Merrill Lynch Experience September 2015 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2015 - Present
Hostra University Student Computing Services   May 2014 - Present
BCM Global Equity Group   April 2014 - August 2014
Northwestern Mutual  May 2013 - August 2013

Skills
Finance, Microsoft Excel, Investments, Microsoft Word, Customer Service, Financial Planning, Networking, Insurance, Social Networking, Retirement, Life Insurance, Social Media, Fixed Annuities

Education
Hofstra University   2012 — 2016
Bachelor of Business Administration (BBA), Finance, General

Minnechaug Regional High School   2008 — 2012

Michael Magliocco Michael Magliocco Westbury, New York Details
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

Kellie Radford Kellie Radford Washington D.C. Metro Area Details
Kellie Radford's Merrill Lynch Experience March 2010 - May 2013
Job
Industry Marketing and Advertising
Experience
AARP  December 2014 - Present
JLL  June 2013 - November 2014
Merrill Lynch   March 2010 - May 2013
GFK  March 2008 - December 2009
Northwestern University Medill IMC  September 2006 - December 2007
A.G. Edwards   June 2007 - August 2007
U.S. Chamber of Commerce   December 2003 - September 2006

Skills
Marketing, Strategy, Social Media, Integrated Marketing, Marketing Strategy, Market Research, Marketing Communications, Digital Marketing, Corporate Branding, Leadership, Marketing Research, Strategic Communications, Strategic Planning, Analytics, Corporate Communications, Public Relations, Direct Marketing, Digital Strategy

Education
Northwestern University   2006 — 2007
Master of Science (M.S.), Integrated Marketing

Hood College
Bachelor's Degree, Communications

Imani Dhakiya Imani Dhakiya Washington, District Of Columbia Details
Imani Dhakiya's Merrill Lynch Experience 2004 - 2008
Job Spiritual Director at Silver Lioness Spiritual Direction
Industry Health, Wellness and Fitness
Experience
Fannie Mae  2012 - 2013
Citi  2008 - 2012
Merrill Lynch   2004 - 2008
Andersen Consulting  1996 - 1998
Cambridge Associates  1994 - 1996
UPS  1992 - 1994

Skills
Leadership, Strategy, Banking & Financial..., Business Process..., Financial Risk..., Financial [Operational]..., Spiritual Direction, Public Speaking, Financial Risk Modeling, Project Management, Centering Prayer, Operational Risk..., Care of the Soul, Economic Justice, Community Outreach, Nonprofits, Executive Management, Strategic Risk..., Policy, Analysis

Education
Howard University School of Divinity
M.Div. - Master of Divinity, Theology

Howard University School of Law
J.D. - Juris Doctorate, Law

Howard University
B.B.A. - Bachelor of Business Administration, Finance

Heather A. Motyka Heather A. Motyka Springfield, Massachusetts Area Details
Heather A. Motyka's Merrill Lynch Experience May 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
MassMutual Financial Group  December 2007 - June 2013
Morgan Stanley  September 1985 - December 2007

Skills
Financial Services, Series 7, Series 63, Management, Retirement Planning, Investments, Financial Advisory, 401k, Retirement, Asset Allocation, Mutual Funds, Securities

Education
Holyoke Community College
Business Administration

Jeffrey Serini Jeffrey Serini Greater Grand Rapids, Michigan Area Details
Jeffrey Serini's Merrill Lynch Experience May 2010 - August 2010
Job IT Security Consultant at Open Systems Technologies, Inc
Industry Higher Education
Experience
Open Systems Technologies, Inc  November 2012 - Present
Open Systems Technologies, Inc  January 2012 - November 2012
Open Systems Technologies, Inc  June 2011 - February 2012
Green 3 Energy Consulting, LLC   May 2010 - September 2010
Merrill Lynch   May 2010 - August 2010
Apple Retail  May 2008 - January 2009

Skills
Microsoft Office, Security, Market Research, Sales, Entrepreneurship, Business Development, Metasploit, Nessus, Ethical Hacker, Nmap, Wireshark, Aircrack, Ettercap, Rootkits, Exploitation, Vulnerability Assessment, Vulnerability Scanning, IT Security Assessments, Information Security..., HIPAA, GLBA, PCI DSS, FFIEC, SOX Compliancy, Cain & Abel, Host Intrusion..., Intrusion Detection, Social Engineering, Phishing, Cryptography, Backtrack, Web Application Security, Password Recovery, Tcpdump, OpenVAS, Protocol Analysis, DDoS, Penetration Testing, 802.11n, Honeypots, Security Policy

Education
Hope College   2007 — 2011
BA, Management, Communication

Peter von Nessi, CSA-G Peter von Nessi, CSA-G Greater New York City Area Details
Peter von Nessi, CSA-G's Merrill Lynch Experience June 1976 - November 1977
Job Managing Director at Normandy Group Inc
Industry Real Estate
Experience
Normandy Group Inc   April 1987 - Present
Shearson American Express  1980 - 1986
Lehman Brothers  November 1977 - January 1980
Merrill Lynch   June 1976 - November 1977

Skills
Real Estate, Securities Market, Stock Trading, Stock Picking, Stocks, Real Estate Transactions, Negotiation, Sellers, Real Estate Development, Investors, Property Management, Investment Properties, Commercial Real Estate, Project Management, Residential Homes, Sales Management, Real Estate Financing

Education
New York University   1969 — 1972

Syracuse University   1968 — 1969

Hofstra University
Commercial Real Estate Appraisal

Rutgers, The State University of New Jersey-Newark

Eric Dollison Eric Dollison Orange County, California Area Details
Eric Dollison's Merrill Lynch Experience June 1993 - August 1998
Job Network Engineer at OSSUM IT
Industry Information Technology and Services
Experience
OSSUM IT   September 2008 - Present
JGood-in, Inc.   2008 - Present
Achieva (Acheiva College Prep Centers)   August 1998 - October 2000
Merrill Lynch   June 1993 - August 1998

Skills
IT Project Management, Acumatica Implementation, Windows Network Design..., Network Security, Dell PartnerDirect, MS SQL Configuration..., Sonicwall Partner, Watchguard Partner, Managed IT Services, VMware ESX, Windows Server, VoIP, JUNOS, SAP, Hyper-V, VLAN, CATS, TCP/IP, SIP Trunking, Definity, DNS, Cloud Computing, Dell PowerEdge Servers, HP Proliant, LAN/WAN, ERP, Crystal Reports, Windows Server 2008, LAN-WAN, VPN, Information Technology, Servers, Active Directory, Data Center, VMware, Microsoft Exchange, Security

Education
Howard University   1982 — 1984
Zoology

Virginia State University   1981 — 1982
Zoology

Brian Arthur Brian Arthur Greater New York City Area Details
Brian Arthur's Merrill Lynch Experience July 2004 - April 2009
Job Strategic Marketing Professional
Industry Financial Services
Experience
GEM Marketing & Communications LLC   2009 - Present
Merrill Lynch   July 2004 - April 2009
Travelers Life & Annuity  June 2002 - July 2004
Prudential Financial  April 1997 - June 2002
Prudential Financial  1997 - 1999
Norwest Mortgage, Inc.   1996 - 1997
The Prudential Home Mortgage Co., Inc.   1993 - 1996

Skills
Marketing Strategy, Marketing Communications, Marketing Management, Mutual Funds, Alternative Investments, Separately Managed..., Training Program..., Event..., Print Production, Art Direction, Product Marketing, Client Communications, Direct Marketing, Sales Support Tools, Sales Presentations, Relationship Management, Virtual Team Management, Vendor Management, Affinity Marketing, QuarkXPress, Adobe Creative Suite, Microsoft Office, Strategy, Employee Training, Financial Services, Investments, Copywriting, Hedge Funds

Education
Houghton College   1989 — 1993
BS, Communications / Business Administration

RJ Marshall RJ Marshall Los Angeles, California Details
RJ Marshall's Merrill Lynch Experience 2008 - 2009
Job Director of Strategic Accounts at Global Technology and Localization Firm
Industry International Affairs
Experience
Global Technology and Localization Firm   November 2010 - Present
Merrill Lynch   2008 - 2009
Credit Suisse  2006 - 2006

Skills
Mutual Funds, Retirement Planning, Language Services, Localization, Website Localization, International Marketing, E-Learning, Consecutive..., Simultaneous..., SEO, Series 7, Wealth Management, Investments, Equities, Strategic Financial..., Portfolio Management, Securities, Fixed Income, Series 63, Retirement, Financial Analysis, Bloomberg, Banking

Education
Hofstra University
Business

Renee O'Connor, CAIA Renee O'Connor, CAIA Greater New York City Area Details
Renee O'Connor, CAIA's Merrill Lynch Experience April 2006 - March 2007
Job Vice President at Champlain Advisors, LLC
Industry Financial Services
Experience
Champlain Advisors, LLC   July 2011 - April 2012
Hunnicutt & Co LLC   April 2010 - June 2011
Bank of America - Merrill Lynch  April 2007 - April 2009
Merrill Lynch   April 2006 - March 2007
Merrill Lynch   May 2000 - March 2006

Education
Hofstra University   1996 — 2000
BBA

Jeffrey Mason Jeffrey Mason Greater New York City Area Details
Jeffrey Mason's Merrill Lynch Experience October 2006 - February 2009
Job Senior Vice President Head of Group Property Projects RBS Americas at Royal Bank of Scotland
Industry Real Estate
Experience
Royal Bank of Scotland  March 2013 - Present
Royal Bank of Scotland  March 2011 - March 2013
CB Richard Ellis  February 2010 - March 2011
Caldwell & Walsh Building Construction, Inc   May 2009 - February 2010
Merrill Lynch   October 2006 - February 2009
Yale University  November 2005 - October 2006
Barnard College  March 2003 - October 2005
Rutgers University  May 1997 - March 2003
Schaevitz Napolitano Schwerd Architects & Engineers   March 1996 - May 1997
URS Corporation  December 1991 - March 1996

Skills
Project Management, Contract Negotiation, Project Planning, Construction Management, Construction, Real Estate Development, Facilities Management, Strategic Planning, Real Estate, Business Development, Strategy, Architecture, LEED AP, LEED, New Business Development, Sustainability, Submittals, Green Building, Feasibility Studies, Residential Homes

Education
New York University   2001 — 2003
Master of Science, Real Estate - Development/Finance

New York University   1999 — 1999
Certificate in Project Management, Certificate in Project Management

Howard University   1987 — 1991
Bachelor of Architecture, Architecture

Tuskegee University

Nelson Ortiguera Nelson Ortiguera Greater New York City Area Details
Nelson Ortiguera's Merrill Lynch Experience June 2009 - March 2010
Job Specialist at Barclays Wealth
Industry Information Technology and Services
Experience
Barclays Wealth  March 2010 - Present
Merrill Lynch   June 2009 - March 2010
EDS Group, an HP Company   April 2003 - December 2008
Pfizer  2002 - 2003
Swissair  1998 - 2001

Education
Hofstra University   1990 — 1995
BBA, Banking and Finance

Stony Brook University

Michelle Hewes Michelle Hewes Greater Philadelphia Area Details
Michelle Hewes's Merrill Lynch Experience July 1998 - November 2000
Job
Industry Financial Services
Experience
Ascensus  July 2012 - Present
Ascensus  July 2007 - July 2012
BISYS  January 2004 - July 2007
BISYS  November 2000 - January 2004
Merrill Lynch   July 1998 - November 2000
Jamesway Corp  May 1993 - July 1995

Skills
Trading, Securities, Leadership, Customer Service, Financial Services, Microsoft Excel, Access, Sales, Mutual Funds, Financial Analysis, 401k, Retirement, Finance, New Business Development, Investments, Retirement Planning, Time Management, Equities, Risk Management

Education
Holy Family University   1995 — 1997
BA

Gloucester County College   1993 — 1995
AA

Arthur P. Schalick High School   1989 — 1993
Diploma

Danika Addy Danika Addy Greater Boston Area Details
Danika Addy's Merrill Lynch Experience June 2006 - August 2006
Job
Industry Management Consulting
Experience
Deloitte Consulting LLP  August 2012 - Present
Deloitte Consulting LLP  August 2009 - August 2012
Deloitte Consulting LLP  September 2007 - August 2009
Merrill Lynch   June 2006 - August 2006
Deloitte Consulting LLP  September 2001 - August 2005

Education
Kellogg School of Management, Northwestern University   2005 — 2007
MBA, Management, International Business

Hope College   1997 — 2001
B.A., Business Administration, French

ACS Cobham   1987 — 1990

Brett Melton Brett Melton Greater Philadelphia Area Details
Brett Melton's Merrill Lynch Experience August 2014 - Present
Job Financial Adviser with Merrill Lynch
Industry Accounting
Experience
Merrill Lynch   August 2014 - Present
Vanguard  August 2013 - August 2014
Marlin Business Services Corp  April 2012 - August 2013
Fastenal  January 2012 - November 2012
Fastenal  November 2011 - October 2012

Skills
Outside Sales, Sales Operations, Sales Process, Cold Calling, Account Management, Sales, Sales Management, Direct Sales, Pricing, New Business Development, Salesforce.com, B2B, Sales Presentations, Solution Selling, Selling, Forecasting, Customer Service, Key Account Management, Business Development, CRM, Inside Sales

Education
Holy Family University   2012 — 2013
Master of Business Administration (M.B.A.), Finance, General

Widener University   2008 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.0

Sean Ostrower Sean Ostrower Greater New York City Area Details
Sean Ostrower's Merrill Lynch Experience June 2006 - December 2008
Job Associate at Geller & Company
Industry Financial Services
Experience
Geller & Company  June 2013 - Present
Barclays Capital  January 2012 - June 2013
Barclays Capital  December 2009 - March 2012
Bank of America  January 2009 - December 2009
Merrill Lynch   June 2006 - December 2008

Skills
Product Control, Fixed Income, Middle Office, Derivatives, Bloomberg, Financial Analysis, Bloomberg Terminal, Business Analysis, Credit Derivatives, Finance, Financial Audits, Financial Services, Interest Rate..., Process Improvement, Project Management

Education
Hofstra University   2005 — 2007
B.B.A., Finance

Lafayette College   2003 — 2005
Economics

Candice Lewis Candice Lewis Greater Atlanta Area Details
Candice Lewis's Merrill Lynch Experience January 2007 - November 2007
Job Delivery Specialist at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt  October 2013 - Present
Aon Hewitt  June 2011 - Present
Aon Consulting  January 2000 - August 2009
Merrill Lynch   January 2007 - November 2007
Benefit Services Corporation  1996 - 1999

Skills
Time Management, Customer Relations, Problem Solving, Data Analysis, Process Review

Education
Howard University   1989 — 1993
B.B.A., Accounting

Robert Marsh Robert Marsh Greater New York City Area Details
Robert Marsh's Merrill Lynch Experience 1997 - 1999
Job Director at Turner & Townsend Ferzan Robbins
Industry Real Estate
Experience
Turner & Townsend Ferzan Robbins  2007 - Present
Inference Data  2006 - 2007
DOAR Litigation Consulting  1999 - 2006
Merrill Lynch   1997 - 1999

Skills
Contract Negotiation, Construction, Project Management, Budgets, Cost Management, Construction Management, Contract Management, Management, Process Scheduler, Feasibility Studies, Strategic Planning, Value Engineering, Facilities Management, Cost Control, Commercial Management, Green Building, Project Planning, Cost Planning, Pre-construction, Project Estimation, Procurement, Real Estate Development, Quantity Surveying

Education
Hofstra University   1992 — 1996
Bachelor's degree, Mechanical Engineering

Matthew Hogle Matthew Hogle Houston, Texas Area Details
Matthew Hogle's Merrill Lynch Experience February 2008 - May 2008
Job Owner at Sugar Street Bakery
Industry Financial Services
Experience
Sugar Street Bakery   October 2014 - Present
Macquarie Group  June 2011 - June 2014
Macquarie Group  May 2009 - June 2011
Star of Hope Mission  2009 - 2010
Citigroup Energy Inc.  May 2008 - April 2009
Merrill Lynch   February 2008 - May 2008

Skills
Corporate Finance, Derivatives, Energy, Finance, Financial Analysis, Financial Modeling, Risk Management, Securities, Time Management, Valuation, Trading

Education
Houston Baptist University   2006 — 2009
BBA, Finance

Diane Mistretta, MBA Diane Mistretta, MBA Greater New York City Area Details
Diane Mistretta, MBA's Merrill Lynch Experience February 2002 - September 2006
Job Finance Manager at IEEE
Industry Pharmaceuticals
Experience
IEEE  June 2014 - Present
Johnson & Johnson  December 2011 - May 2014
BlackRock  September 2006 - December 2011
Merrill Lynch   February 2002 - September 2006

Skills
Financial Analysis, Financial Reporting, Analysis, Finance, Accounting, Forecasting, Management, Leadership, Hyperion Enterprise, Internal Controls, SAP, Auditing, Accounts Payable, Bloomberg Terminal, Internal Audit, Process Improvement, Variance Analysis, Accounts Receivable, Financial Statements, Corporate Financial..., Oracle E-Business Suite, Oracle Financials, Project Management, Strategic Planning

Education
Holy Family University   2009 — 2011
MBA, Finance

Rutgers University   2000 — 2004
BS, Finance

Ted Arnow Ted Arnow Greater Philadelphia Area Details
Ted Arnow's Merrill Lynch Experience January 1993 - January 1994
Job Chief Credit Officer U.S. Commercial and Vendor Finance at Element Financial
Industry Financial Services
Experience
Element Financial  January 2015 - Present
Element Financial  August 2013 - January 2015
Element Financial  May 2011 - August 2013
GE Capital Solutions  March 2007 - May 2011
PNC Bank  January 2006 - March 2007
Mellon Financial  January 2005 - December 2005
Mellon Bank  April 2004 - December 2004
CIT  January 1997 - January 2002
Lehman Brothers  January 1997 - January 2001
Merrill Lynch   January 1993 - January 1994

Skills
Loans, Portfolio Management, Credit, Risk, Risk Management, Financial Modeling, Underwriting, Credit Risk, Commercial Lending, Forecasting, Process Improvement, Due Diligence, Insurance, Finance, Internal Audit, Investments, Financial Risk, Cash Flow, Structured Finance, Management, Strategic Planning, Pricing, Sales, Credit Analysis, Negotiation, Business Development

Education
Hofstra University
Bachelor of Business Administration, Banking and Finance

Damilola Olu-Ayeni Damilola Olu-Ayeni New York, New York Details
Damilola Olu-Ayeni's Merrill Lynch Experience July 2013 - Present
Job Investment Banker at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2013 - Present
Vanderbilt Business School   August 2011 - May 2013
Merrill Lynch   June 2012 - August 2012
Standard Bank  February 2010 - August 2011
Wells Fargo Securities  June 2008 - January 2010
Wachovia Securities  June 2007 - August 2007
Merrill Lynch   June 2006 - August 2006

Skills
Investment Banking, Capital Markets, Retail, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Emerging Markets, Bloomberg, DCF, PowerPoint, Outlook, Microsoft Excel, Analysis, Public Speaking, Strategy, Strategic Planning, Management, Banking, Finance, Budgets, Equities, Investments, Due Diligence, Mergers & Acquisitions, Bonds, Private Equity, Portfolio Management, Fixed Income, Equity Research, Economics, Risk Management, Financial Advisory, LBO, Hedge Funds, Derivatives, Business Valuation, Venture Capital

Education
Vanderbilt University - Owen Graduate School of Management   2011 — 2013
MBA, Finance & Strategy

Howard University   2004 — 2008
BBA, Finance, Investment Management

Oxbridge Tutorial College   2003 — 2003
Advanced Level, Integrated Sciences

Philip Munning Philip Munning Greater Philadelphia Area Details
Philip Munning's Merrill Lynch Experience February 2008 - July 2009
Job Internal Insurance Specialist at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch  June 2012 - Present
Bank of America/Merrill Lynch  June 2007 - July 2012
Merrill Lynch   February 2008 - July 2009
AXA Advisors  January 2006 - April 2007

Skills
Investments, Finance, Insurance, Retirement, Equities

Education
Holy Family University
Management/Marketing

Saint Joseph's University - Erivan K. Haub School of Business
MBA, Business Administration/Finance

Robert Namar Robert Namar Greater New York City Area Details
Robert Namar's Merrill Lynch Experience June 1999 - September 2007
Job Editor: Consulting Content Developer, Digital Marketing and Social Media Strategist for Morgan Stanley Wealth Management
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management  January 2011 - Present
NAMARKETER.com   May 2010 - Present
eFinancialCareers  June 2011 - January 2013
Deloitte & Touche  December 2010 - October 2011
Clark Consulting  June 2009 - March 2011
UBS Wealth Management  October 2007 - May 2009
Merrill Lynch   June 1999 - September 2007
Merrill Lynch   1999 - 2001
The Lunar Group   1997 - 1999
DoubleClick, Inc.   1994 - 1996

Skills
Online Marketing, Public Relations, Advertising, Promotions, Publications, Direct Mail, Corporate Communications, Writing, Blogging, Social Media, Marketing Communications, Marketing Strategy, Event Management, Internal Communications, Strategic Communications, Baseball, Copywriting, Social Media Marketing, Brand Development, Digital Marketing, Editing, Email Marketing, Integrated Marketing, B2B, Public Speaking, Social Networking, Event Planning, Content Management, Content Development, Non-profits, Press Releases, Newsletters, Thought Leadership, Content Strategy, Management, Web Content, Marketing, Leadership, Editorial, Magazines, Strategy, Digital Strategy, Media Relations, Digital Media, Direct Marketing, Copy Editing, Multimedia, Content Marketing, New Media, SEO

Education
The University of Texas at Austin   1981 — 1983
Secondary Ed., Teaching of English

Hope College   1974 — 1978
B.A., Communication

Morristown-Beard School
Burns Trophy recepient

Edward Spann Edward Spann Greater Philadelphia Area Details
Edward Spann's Merrill Lynch Experience February 1998 - June 2003
Job Business Analyst at TRANSPAR CONSULTING GROUP
Industry Publishing
Experience
TRANSPAR CONSULTING GROUP   August 2012 - Present
FULL ALL-OUT BLITZ MAGAZINE/ SPANN & MCCORMICK PUBLISHING   August 2007 - August 2012
ATHLETICALLY INCLINED LLC,   October 2005 - December 2010
WHYTEHOUSE MARKETING   June 2003 - June 2006
SUN RX   June 2003 - January 2005
Merrill Lynch   February 1998 - June 2003

Skills
Strategy, Strategic Partnerships, Marketing, Management, Integrated Marketing, Business Development, Entrepreneurship, Advertising, Social Media, Budgets, Project Management, Program Management, Event Management, Event Planning, Sales, Process Improvement, Data Analysis, Financial Analysis, Business Intelligence, Brand Management

Education
New York University - Leonard N. Stern School of Business   2001 — 2002
Certificiate Sports & Entertainment Marketing & Management

Howard University   1993 — 1998
B.B.A Finance

Michael Cottet Michael Cottet Baltimore, Maryland Area Details
Michael Cottet's Merrill Lynch Experience 1997 - 1999
Job Director of Sales at Stansberry Research
Industry Financial Services
Experience
Stansberry Research  October 2004 - Present
Gartner  January 2000 - July 2003
Merrill Lynch   1997 - 1999

Skills
Consultative Selling, Sales Management, Account Management, Negotiation, Selling, Marketing Strategy, Lead Generation, Business Development, New Business Development, Sales, Cold Calling, Salesforce.com, Sales Process, Online Advertising, Marketing, Strategic Planning, Direct Marketing, Email Marketing, B2B

Education
Wake Forest University   1995 — 1999
BS, Business

Hogeschool voor Economische Studies Amsterdam (HES)   1997 — 1997

University of Maryland College Park
MBA/MS, MBA & MS in Finance

Diane Waller Diane Waller Greater New York City Area Details
Diane Waller's Merrill Lynch Experience January 1986 - September 1987
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2015 - Present
Bank of America Merrill Lynch  August 2014 - May 2015
Bank of America Merrill Lynch  August 2001 - August 2014
Bank of America Merrill Lynch  September 1998 - August 2001
BNY Mellon  May 1988 - September 1998
Manufacturers Hanover Trust  September 1987 - May 1988
Merrill Lynch   January 1986 - September 1987

Skills
Financial Services, Incentive Programs, Relationship Management, Customer Service, 409A, FAS123R, Dodd-Frank

Education
Howard University
Bachelor of Science (B.S.), Psychology

Ginny Johnson Ginny Johnson Greensboro/Winston-Salem, North Carolina Area Details
Ginny Johnson's Merrill Lynch Experience January 2000 - Present
Job Photographer at Ginny Johnson Photography
Industry Financial Services
Experience
Ginny Johnson Photography   2011 - Present
Merrill Lynch   January 2000 - Present

Skills
Financial Analysis, Banking, Strategic Planning, Equities, Business Strategy, Customer Service, Business Development, Photography, Landscape Photography, Small Business, Investments, Risk Management, Portfolio Management, Mutual Funds, Wealth Management, Financial Services, Series 7, Relationship Management, Securities, Analysis, Retirement Planning, Social Media Marketing, Sales, Management, Public Speaking, Team Building, Leadership, Marketing

Education
Hollins University
BA, Economics

UNC Greensboro
MBA

Kelly Coakley Kelly Coakley Greater New York City Area Details
Kelly Coakley's Merrill Lynch Experience June 2005 - December 2008
Job Experienced Hire Recruiter at Deloitte
Industry Human Resources
Experience
Deloitte  January 2014 - Present
Deloitte  August 2010 - February 2013
Merck (formerly Schering-Plough)   December 2008 - April 2010
Merrill Lynch   June 2005 - December 2008
Merrill Lynch   January 2002 - June 2005

Skills
Talent Management, Employee Relations, Resume Writing, Performance Management, Financial Services, Applicant Tracking..., College Recruiting, Onboarding, Talent Acquisition, Technical Recruiting, Recruiting, PeopleSoft, Career Development, HRIS, Sourcing

Education
Hollins University
BA, Communications

Angela M. Cochran, CRPC® Angela M. Cochran, CRPC® Miami, Florida Details
Angela M. Cochran, CRPC®'s Merrill Lynch Experience November 2008 - December 2012
Job VP Financial Consultant, Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab  December 2012 - Present
Merrill Lynch   November 2008 - December 2012
Victory Nissan of Chesapeake   May 2004 - October 2007
Wells Fargo  November 2003 - May 2004
Deloitte  May 2001 - August 2001

Education
Howard University   1998 — 2002
BBA, Accounting, Howard University Hilltop Scholar

Certificates and Liceneses

Shika Ademu-John Shika Ademu-John Greater New York City Area Details
Shika Ademu-John's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2012 - Present
Bloomberg  May 2006 - March 2012
Bloomberg Tradebook, LLC  May 2006 - March 2012
Analytics Desk   May 2006 - May 2007
Bloomberg  2006 - 2007
Awujoh Restaurant   May 2005 - May 2006
Awujoh Restaurant   May 2005 - May 2006

Skills
Bloomberg Terminal, Bloomberg, Execution Management, Electronic Trading, Fixed Income, Sales Process, Series 7, Series 63, Series 3, FINRA, CRM, Finance, Retirement Planning, Financial Services, Mutual Funds, Asset Managment, Strategic Financial..., Asset Management, Derivatives, Equities, Execution Management...

Education
Hofstra University   2001 — 2005
BS, Finance

Hofstra University   2001 — 2005
Bachelor of Business of Administration, Finance

Alina Akhmetova Alina Akhmetova Houston, Texas Area Details
Alina Akhmetova's Merrill Lynch Experience May 2010 - August 2010
Job Consultant at The Claro Group
Industry Financial Services
Experience
The Claro Group  March 2014 - Present
The Claro Group  January 2012 - March 2014
Merrill Lynch   May 2010 - August 2010
Asali & K   May 2005 - December 2005

Skills
Valuation, Microsoft Excel, Access, Microsoft SQL Server, Financial Analysis, Financial Modeling, Finance, Analysis, Management Consulting, Data Analysis, Consulting, Due Diligence, Risk Management, Microsoft Office

Education
University of Houston, C.T. Bauer College of Business   2009 — 2011
BBA in Finance, Finance

Houston Community College   2006 — 2009
Associate in Arts, Business

Kazakh Humanitarian Law University (KazHLU)   2004 — 2005
Bachelor's degree, International Relations and Affairs

devon kauffeldt devon kauffeldt Pittsford, New York Details
devon kauffeldt's Merrill Lynch Experience June 2011 - August 2011
Job Hard working recent grad
Industry Financial Services
Experience
PAOC   2012 - 2012
Merrill Lynch   June 2011 - August 2011

Education
Houghton College   2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Richard Ruffine Richard Ruffine Greater New York City Area Details
Richard Ruffine's Merrill Lynch Experience 1967 - 2003
Job Partner at Battleground Country Club
Industry Recreational Facilities and Services
Experience
Battleground Country Club  April 2000 - Present
Merrill Lynch   1967 - 2003

Skills
Leadership, Sales Management, Strategic Planning, Public Speaking, Management

Education
Hofstra University   1965 — 1966
MS, Mental Health

New York University   1959 — 1963
BS, Education/Science

Cameron Gamble Cameron Gamble Washington D.C. Metro Area Details
Cameron Gamble's Merrill Lynch Experience January 2005 - May 2008
Job at
Industry Insurance
Experience
Aflac  May 2008 - Present
Merrill Lynch   January 2005 - May 2008
AT&T Global Services  January 1999 - January 2005

Skills
Insurance, Account Management, Health Insurance, New Business Development, Disability Insurance, Life Insurance, Strategic Planning, Program Management, Employee Benefits, Team Building, Coaching, Leadership, Public Speaking, Sales, Sales Management, Small Business, Training, Customer Service, Marketing, Recruiting, Cold Calling, Fixed Annuities, Property, Risk Management, Term Life Insurance

Education
Howard University   1989 — 1993
B.S., Political Science

Kelvin Pettaway Kelvin Pettaway Greater Atlanta Area Details
Kelvin Pettaway's Merrill Lynch Experience September 2011 - Present
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2011 - Present
Morgan Stanley  January 2011 - August 2011
Northwestern Mutual  September 2009 - December 2010
Sprint Nextel  January 2006 - April 2009
Verizon  March 2005 - January 2006
GE Energy  2002 - 2005

Skills
CRM, Result Oriented, Business Requirements, Cross-functional Team..., Project Management, Business Process..., Requirements Gathering, Risk Management, Requirements Analysis, Business Analysis

Education
Keller Graduate School of Mgmt.   2006 — 2012
Master of Business Administration (MBA), General Management, 3.8

Howard University   1984 — 1989
Bachelors, Accounting \ Economics

Kristin Kohler Kristin Kohler Jamestown, New York Area Details
Kristin Kohler's Merrill Lynch Experience November 2010 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2010 - Present
WCA Hospital  January 2006 - November 2009
Siemens Building Technologies  1998 - 2001

Education
Houghton College   2006 — 2008
Bachelors, Business Management

Andrew Toering Andrew Toering Greater Atlanta Area Details
Andrew Toering's Merrill Lynch Experience January 2006 - February 2011
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  2011 - Present
Merrill Lynch   January 2006 - February 2011
The Home Depot  June 2002 - August 2005
McKinsey & Company  September 1997 - November 2001
Rhone-Poulenc  September 1995 - September 1997

Skills
Investments, Strategy, Management, Financial Modeling, Financial Analysis, 401k Rollovers, Business Owner Planning, Concentrated Stock..., Insurance, Investment Strategies, Retirement Plan..., Retirement Planning, Risk Management, Wealth Preservation...

Education
Kennesaw State University - Michael J. Coles College of Business   2003 — 2005
MBA

Institute of Paper Science & Technology   1993 — 1995
MS, Chemical Engineering/Paper Science

Hope College   1989 — 1993
BS, Chemistry, Physics, Math

Taylor Abby Taylor Abby New York, New York Details
Taylor Abby's Merrill Lynch Experience September 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2013 - Present
Taste Restaurant  January 2010 - March 2012
Blue Moon Mexican Café   January 2008 - January 2010
Gotham Bar and Grill  January 2008 - July 2008
Haru Restaurant   January 2006 - January 2007
Diva Lounge   January 2006 - 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Java, Leadership, Sales, Time Management

Education
City College of New York   2008 — 2011
B.A, English Literature

University of Massachusetts Boston   2007 — 2008
N/A, English Language and Literature/Letters

Hofstra University   2003 — 2004
N/A, English Literature (British and Commonwealth)

James Puisis James Puisis Greater Chicago Area Details
James Puisis's Merrill Lynch Experience June 2011 - August 2011
Job Senior Analyst, Strategy & Analysis at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi  November 2014 - Present
Rise Interactive  January 2013 - November 2014
Merrill Lynch   June 2011 - August 2011
Grand Angels  September 2010 - April 2011

Skills
Google Analytics, Digital Marketing, Teamwork, Strategic Planning, Microsoft Office, Google Adwords, Problem Solving, DoubleClick, Music Production, Omniture, Attribution Modeling, Online Business...

Education
Hope College   2008 — 2012
Bachelor of Arts, Business Administration and Management, General

Hope College   2011 — 2011
International Economics

Sharon Nassir Sharon Nassir Los Angeles, California Details
Sharon Nassir's Merrill Lynch Experience 2011 - Present
Job Senior Financial AdvisorMerrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2011 - Present
StockCross  2007 - 2011
TD Ameritrade  1993 - 2006
Bank of America  1991 - 1993

Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Fixed Income, Insurance, Banking, Wealth Management..., Financial Planners, High Net Worth..., Wealth Management, Fixed Annuities, IRAs, Financial Planning, Investment Advisory, Investment Management, Bonds, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Series 63, Financial Advisory, Investment Strategies, Financial Services, Retirement

Education
Hofstra University   1987 — 1991
BA, Business Marketing

Jared Lehman Jared Lehman Holland, Michigan Details
Jared Lehman's Merrill Lynch Experience March 2015 - July 2015
Job Analyst at Charter Capital Partners
Industry Financial Services
Experience
Charter Capital Partners   August 2015 - Present
Merrill Lynch   March 2015 - July 2015
Valeo Financial Advisors LLC  May 2014 - August 2014
Ronald Blue & Co.   May 2013 - September 2013

Skills
Investments, Economics, Financial Advisory, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Allocation, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office

Education
Hope College   2012 — 2015
BS, Management and Economics

Indiana University-Purdue University at Indianapolis   2011 — 2012
Accounting and Finance

Salman Patoli Salman Patoli Houston, Texas Area Details
Salman Patoli's Merrill Lynch Experience January 2006 - January 2008
Job Director Origination and Structuring at SG Americas Securities
Industry Investment Management
Experience
SG Americas Securities, LLC  January 2015 - Present
SG Americas Securities, LLC  May 2012 - Present
GE Energy Financial Services  February 2007 - May 2012
Merrill Lynch   January 2006 - January 2008

Skills
Investment Banking, Financial Modeling, Valuation, Cash Flow, Corporate Finance, Strategy, Private Equity, Analysis, Project Finance, Commodity, Banking, Energy, Oil/Gas, Portfolio Management, Negotiation, Management, Financial Analysis, Investments, Finance, Leadership, Due Diligence, Structured Finance, Capital Markets, Mergers & Acquisitions, Financial Structuring, Risk Management, Equities, Bloomberg, Emerging Markets, Derivatives, Strategic Planning

Education
Rice University - Jesse H. Jones Graduate School of Management   2010 — 2012
MBA, Management, Finance and Energy

Houston Baptist University
BBA, Management and Finance

Chad Beldon Chad Beldon Columbus, Ohio Area Details
Chad Beldon's Merrill Lynch Experience March 2001 - October 2002
Job Vice President of Sales at Homeside Financial 🏠
Industry Financial Services
Experience
Homeside Financial  August 2014 - Present
PMAC Lending Services Inc.  January 2014 - August 2014
Residential Finance Corporation  June 2003 - January 2014
Residential Finance Corporation  June 2003 - April 2005
Merrill Lynch   March 2001 - October 2002

Skills
Sales Management, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Credit, Leadership, Recruiting, Management, Finance, FHA, FHA financing, High-Impact Sales..., Leadership Development, Training, Strategic Leadership, Sales, VA loans, Certified Mortgage..., USDA, Sales Process, Mortgage Underwriting, Sales Operations, Credit Analysis, Home Equity Loans, Government Loans, Sales Recruitment, Branch Management, Phone Sales, Sales Presentations, Microsoft Excel, First Time Home Buyers, Residential Homes, Sales Skills Training, Sales Pipeline..., Sales Tools Development, Team Motivator, NMLS Licensed, Business Management, VA financing, Motivational Speaking, Encompass, Jumbo Mortgage, Fannie Mae, Veterans Affairs, Statistical Data..., Business Process..., Direct Lending, Sales Motivation, Credit Scoring

Education
The Ohio State University   1998 — 2003
Bachelor of Science (B.S.), Major: Financial Management, Minor: Economics

Hondros College   2010 — 2012
Ohio Real Estate, Real Estate, Certificate of Completion

Alexandra Moran Alexandra Moran Greater Chicago Area Details
Alexandra Moran's Merrill Lynch Experience 2005 - 2006
Job Branch Manager, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial  2009 - Present
Purdue University Calumet  2011 - Present
Purdue University Calumet  2009 - Present
Taltree Arboretum and Gardens  April 2012 - Present
Saint Xavier University  2011 - 2013
Housing Opportunities for Women  April 2008 - July 2011
Fifth Third Securities  2006 - 2008
Merrill Lynch   2005 - 2006
Alderman Flores   2003 - 2005

Education
University of Illinois at Chicago   2001 — 2003
Masters

Hope College   1997 — 2001
Bachelors, Social Work

Merle Wilson Merle Wilson Pennington, New Jersey Details
Merle Wilson's Merrill Lynch Experience November 1991 - September 2001
Job Pastor at Mt Airy Presbyterian Church, Lambertville NJ
Industry Religious Institutions
Experience
Mt Airy Presbyterian Church, Lambertville NJ   March 2008 - Present
Montgomery Ministries   March 2008 - December 2008
Merrill Lynch   November 1991 - September 2001

Skills
Public Speaking, Preaching, Discipleship, Pastoral Care, Teaching, Nonprofits, Musical Instruments, Music Performance, Writing, Proposal Writing

Education
Princeton Theological Seminary   2003 — 2007
Master of Divinity (MDiv)

Houghton College   1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General

Alexis MacGregor Alexis MacGregor Easthampton, Massachusetts Details
Alexis MacGregor's Merrill Lynch Experience July 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2013 - Present
Verizon Wireless  August 2009 - July 2013

Skills
Administrative..., Customer Service, Financial Services, Wealth Management..., Technical Support, Microsoft Office, Mobile Devices, Client Correspondence, Salesforce.com, Time Management, ThomsonOne

Education
University of Massachusetts, Amherst   2007 — 2009
Sociology

Holyoke Community College   2004 — 2007
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 3.0

Pierre-Richard Bercy Pierre-Richard Bercy New York, New York Details
Pierre-Richard Bercy's Merrill Lynch Experience 2011 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Eastern Account System, Inc.   2011 - 2011
Merrill Lynch   2011 - 2011

Education
Western Connecticut State University   2010 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Housatonic Community College   2007 — 2010
Associate's degree, Finance, General

Saint Louis de Gonzague

Vicki Burger Vicki Burger Greater New York City Area Details
Vicki Burger's Merrill Lynch Experience 1988 - 1989
Job Diversity Talent Acquisition Specialist/Event Coordinator
Industry Human Resources
Experience
Accenture  November 2014 - Present
Accuthotix   September 2010 - October 2014
Frasco Chiropractic   September 2010 - December 2013
Arbonne International (Independent Consultant)   January 2007 - 2010
Vedior North America LLC/GMS   2006 - 2007
Accenture  1996 - 2000
UBS, New Jersey   1991 - 1996
Citicorp  1989 - 1990
Merrill Lynch   1988 - 1989
Richard Eisner and Company   1986 - 1988

Skills
Employee Training, Human Resources, Interviews, Recruiting, Training, Customer Service, Project Management

Education
Hofstra University
Bachelor's Degree, Certified Public Accounting

Laura Kalisz, CAP-OM Laura Kalisz, CAP-OM Springfield, Massachusetts Area Details
Laura Kalisz, CAP-OM's Merrill Lynch Experience April 2000 - June 2002
Job Certified Administrative Professional with Organizational Management
Industry Insurance
Experience
Babson Capital Management  March 2013 - Present
MassMutual  June 2002 - March 2013
Merrill Lynch   April 2000 - June 2002

Skills
Office Management, Outlook, Microsoft Word, Calendars, Meeting Planning, Travel Arrangements, Office Administration, Budgets, Management, Administrative..., Insurance, Training, Time Management, Spreadsheets, Expenses, Executive Support, Office Equipment, Expense Reports, Confidentiality, Leadership, Lotus Notes, Calendaring, Executive Level..., Concur, Executive..., Fax, Expense Management, Telephone Skills, Meeting Scheduling, Data Entry, Travel Planning, Filing, Heavy Calendaring, Invoicing, Administrative Work, Records Management, Microsoft Office 2007, Microsoft Office, Administration, Administrative...

Education
Holyoke Community College   1980 — 1983
A.S., Executive Secretarial

Russell Mcclenathen Russell Mcclenathen Houston, Texas Details
Russell Mcclenathen's Merrill Lynch Experience June 2015 - August 2015
Job Academic Student Assistant at University of Houston
Industry Investment Management
Experience
University of Houston  January 2015 - Present
Sun and ski  January 2012 - Present
Merrill Lynch   June 2015 - August 2015
US Army  February 2006 - May 2010
US Army  May 2002 - February 2006

Skills
Team Leadership, Leadership, Time Management, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Analysis, Operational Planning, Retail, Security Clearance, Administration, Customer Service, PowerPoint, Military Operations, Command, Outlook, Windows, Weapons, Intelligence Analysis, Force Protection, Army

Education
University of Houston, C.T. Bauer College of Business   2014 — 2016
Bachelor's Degree, Accounting and Finance, 3.714

Houston Community College   2010 — 2013
Associate's Degree, Science

Juan Malave Jr. Juan Malave Jr. Houston, Texas Area Details
Juan Malave Jr.'s Merrill Lynch Experience August 2013 - October 2014
Job Private Banking Relationship Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   March 2015 - September 2015
Merrill Lynch   August 2013 - October 2014
Proentek   August 2010 - May 2012

Skills
Business Development, Sales, Prospecting Skills, Cold Calling, Trade Finance, Financial Analysis, Bilingual Communications, Customer Service, Public Speaking, Leadership, PowerPoint, Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Marketing, Teamwork

Education
Houston Baptist University
Bachelor’s Degree

Robert Catalfomo, CRPC® Robert Catalfomo, CRPC® Greater New York City Area Details
Robert Catalfomo, CRPC®'s Merrill Lynch Experience December 2008 - May 2012
Job UBS Financial Services Inc.
Industry Financial Services
Experience
Merrill Lynch   December 2008 - May 2012

Education
Hofstra University   2003 — 2006
BA, Finance

Britany O'Bannon-Devlin Britany O'Bannon-Devlin Houston, Texas Area Details
Britany O'Bannon-Devlin's Merrill Lynch Experience November 2009 - December 2011
Job Airline Business Intelligence
Industry Information Technology and Services
Experience
DOB Systems   September 2014 - Present
Twin Eagle Resource Management  December 2011 - April 2013
Merrill Lynch   November 2009 - December 2011
Dynegy  March 2007 - November 2009

Skills
Coal, Risk Management, Market Risk, Openlink, Power Generation, Negotiation, Market Research, Mergers, shale oil, Encompass, Solarc Right Angle, Business Valuation, Airline Reservations, MIDT data, Hedging, Commodity Markets, Mergers & Acquisitions, Energy Markets, Commodity

Education
Houston Baptist University   1998 — 2003
BS, Physics, Biology, Art

Rice University
Undergraduate Research in Nanophotonics

John Sophy John Sophy Newtown, Pennsylvania Details
John Sophy's Merrill Lynch Experience March 1999 - March 2003
Job Collaboration Infrastructure Analyst at Princeton University
Industry Higher Education
Experience
Princeton University  March 2004 - Present
Tek Systems  March 2003 - March 2004
Merrill Lynch   March 1999 - March 2003
Williams Communications  March 1997 - March 1999
Computer Documentation Services   March 1996 - March 1997

Skills
Active Directory, Windows, Microsoft Exchange, Windows 7, Blackberry Enterprise..., Microsoft Office, Blackberry, Windows Server, System Administration, Office 365, Proofpoint, Servers, Disaster Recovery, Networking, System Deployment, Troubleshooting

Education
Holy Family University   2005 — 2010
Bachelor of Science (B.A.Sc.), Business Administration, IS Management and Operations

Mercer County College   1990 — 1994
Associate's degree, Data Processing / Computer Programming

Pennsylvania State University-Penn State Wilkes-Barre   1981 — 1982
Surveying Engineering

Elizabeth Gwynn Elizabeth Gwynn Warminster, Pennsylvania Details
Elizabeth Gwynn's Merrill Lynch Experience October 2010 - November 2011
Job Vice President Business Technology Project Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch  November 2011 - Present
Merrill Lynch   October 2010 - November 2011
Merrill Lynch   November 2009 - October 2010
Merrill Lynch   October 2007 - November 2009

Skills
Strong written and..., Leadership, Project Management, Business Analysis, Call Centers, Problem Solving, Written Communication, Insurance, Wealth Management

Education
Holy Family University   1999 — 2003
Bachelor’s Degree, Criminal Justice and Corrections

Roy Salsinha Roy Salsinha New York, New York Details
Roy Salsinha's Merrill Lynch Experience May 2008 - August 2008
Job Private Equity Real Estate Associate at Markets Group
Industry Real Estate
Experience
Markets Group LLC.  May 2013 - Present
Samuel Shapiro  September 2011 - May 2012
Merrill Lynch   May 2008 - August 2008

Skills
Marketing, International Business, Customs Regulations, Microsoft Excel, International Trade, Supply Chain Management, Finance, Sales, PowerPoint, Business Development, Financial Analysis, Business Planning, Investments, Market Research, Financial Modeling

Education
Hofstra University   2010 — 2012
Bachelor of Business Administration (BBA), International Business

Garden City High School   2007 — 2011

Sacred Heart University

Arth Patel Arth Patel Houston, Texas Area Details
Arth Patel's Merrill Lynch Experience May 2010 - August 2010
Job Credit Underwriter Energy Finance Group at Comerica Bank
Industry Oil & Energy
Experience
Comerica Bank  August 2014 - Present
Comerica Bank  January 2014 - August 2014
Comerica Bank  September 2012 - January 2014
Houston Baptist University  August 2009 - May 2011
Merrill Lynch   May 2010 - August 2010

Skills
Credit, Financial Analysis, Credit Analysis, Portfolio Management, Finance, Investments, Loans, Financial Modeling, Commercial Lending, Financial Forecasting, Cash Flow Lending, Analysis, Commercial Banking, Credit Risk, Financial Ratio Analysis, Corporate Finance, Technical Analysis, Equity Valuation, Cash Flow Forecasting, Revolving Lines of..., Financial Metrics, Budgets, PowerPoint, Economics, Banking, Energy Finance, Underwriting, Microsoft Office, Financial Risk, Risk Management, Energy Industry

Education
Tulane University - A.B. Freeman School of Business   2015 — 2016
Master of Science (M.S.) in Finance, Energy Finance

Houston Baptist University   2008 — 2012
Bachelor of Business Administration (BBA), Finance, Finance GPA: 3.9/4.0 Overall GPA: 3.61/4.0

Houston Baptist University   2008 — 2012
BBA, Finance- Finance

Scott Apicella Scott Apicella Greater New York City Area Details
Scott Apicella's Merrill Lynch Experience July 2000 - November 2007
Job Vice President
Industry Financial Services
Experience
J.P. Morgan   September 2010 - Present
CIT Group Inc.  November 2007 - September 2010
Merrill Lynch   July 2000 - November 2007
EDS, an HP company  1997 - 2000
Bear Stearns  1985 - 1989

Skills
SDLC, Outsourcing, ITIL, Offshoring, IT Strategy, PMP, PMO, Risk Management, Financial Services, Relationship Management, Business Analysis, Portfolio Management, Vendor Management, Process Improvement, Asset Managment

Education
Hofstra University   1984 — 1985
BBA, Business Computer Information Systems

Hofstra University

Rebecca Levin Rebecca Levin Jacksonville, Florida Area Details
Rebecca Levin's Merrill Lynch Experience March 1991 - June 1993
Job Owner, Eliza Kate LLC
Industry Consumer Goods
Experience
Eliza Kate LLC   January 2009 - Present
Associated Industries of Florida  August 1993 - December 1994
Merrill Lynch   March 1991 - June 1993

Skills
Marketing Strategy, Microsoft Office, Strategic Planning, Social Media, Marketing Communications, Microsoft Excel, Marketing, Sales Management, Product Development, Negotiation, Project Management, Public Speaking, New Business Development, Management, Social Media Marketing, Sales, Event Management, Public Relations, Advertising

Education
Hollins University   1986 — 1990
BA, English

Christina Rosa Christina Rosa New York, New York Details
Christina Rosa's Merrill Lynch Experience July 2007 - August 2007
Job Cost and Pricing Officer at Population Services International
Industry Philanthropy
Experience
Population Services International  September 2010 - Present
Population Services International  November 2008 - September 2010
Hood College  September 2004 - April 2008
Merrill Lynch   July 2007 - August 2007
Canon Business Solutions  June 2006 - August 2006
Bermuda Container Line Ltd.   July 2005 - August 2005
Paget Freight U.S.A   July 2002 - August 2004

Skills
Microsoft Excel, Microsoft Office, Spanish-speaking, English to French, Learning Quickly, Highly detail oriented, Multi Tasking, Data Entry, Budgets, Training, Nonprofits, Proposition Development, Federal Grants..., Management, Capacity Building, Spanish, Policy Analysis, Program Evaluation, NGOs, Grants, International..., International Relations, Program Management, Policy

Education
Hood College   2004 — 2008
Bachelor's of Arts, French Language and Literature

Chanel Jackson, MBA Chanel Jackson, MBA Richmond, Virginia Area Details
Chanel Jackson, MBA's Merrill Lynch Experience September 2014 - Present
Job at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   September 2014 - Present
Red Door Spa  October 2012 - Present
K. Milan   December 2010 - Present
K. Milan Mobile Spa   December 2010 - October 2012
Billips T & C CDC   August 2005 - December 2011
Royal Dermatology   February 2004 - July 2005
SUPERVALU  October 2002 - July 2004

Skills
Aesthetics, Marketing Strategy, Report Writing, Creative Writing, Business Development, beauty, facials, eyelash extensions, weaving, entrepreneurship, Skin Care, Marketing, Event Planning, Customer Service, Wellness, Spa, Blogging, Sales, Beauty Industry, Waxing, Aromatherapy, Advertising, Social Networking, Budgets, Cosmetics, Small Business, Customer Satisfaction, Training, Makeup Artistry, Cosmetology, Skin Care Products, Hair Care, Retail, Team Building, Management, Microdermabrasion, Salons, Event Management, Leadership, Entrepreneurship

Education
LB Beauty and Cosmetology School   2013 — 2014
Cosmetology

Liberty University   2010 — 2012
Master of Business Administration (M.B.A.), Leadership

Von Lee School of Esthetics   2004 — 2005
Licensed Esthetician, Aesthetician/Esthetician and Skin Care Specialist

Howard University   1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing

Alexandra Hasing-Stewart Alexandra Hasing-Stewart Rancho Palos Verdes, California Details
Alexandra Hasing-Stewart's Merrill Lynch Experience August 2001 - December 2001
Job Graphic Design
Industry Graphic Design
Experience
Commerce One Financial  October 2004 - January 2006
JobExpo.com   January 2002 - October 2004
Petracomputing   June 2002 - December 2002
Merrill Lynch   August 2001 - December 2001

Skills
Social Media, Project Management, Graphic Design, Photoshop, Microsoft Office, Dreamweaver, Marketing, Business Planning

Education
Houston Community College   2000 — 2003
Graphic Design, Graphic Design

Universidad Católica de Santiago de Guayaquil   1995 — 1999
Bachelor of Science, Business

Centro Educativo Nuevo Mundo

William Hawker William Hawker Houston, Texas Details
William Hawker's Merrill Lynch Experience April 1998 - December 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  December 2008 - Present
Merrill Lynch   April 1998 - December 2008

Skills
Retirement Planning, Asset Allocation, Variable Annuities, Retirement Savings, Fixed Income Strategies, Wealth Transfer..., Risk Reduction...

Education
Houston Baptist University   1985 — 1991
Bachelor of Business Administration (BBA), Finance & Economics

Patricia Gibbons Patricia Gibbons Austin, Texas Details
Patricia Gibbons's Merrill Lynch Experience February 1999 - December 1999
Job Paralegal at Seton Family of Hospitals
Industry Legal Services
Experience
Seton Family of Hospitals  September 2015 - Present
Foster Quan, LLP   July 2013 - November 2013
Qual-Con General Contractor   September 2011 - April 2012
Rules Based Medicine  January 2010 - March 2011
Direct Response Academy Inc   March 2008 - January 2010
MDS Advertising Inc   July 2008 - August 2009
GSD&M's Idea City   May 2007 - November 2007
Temple-Inland  May 2006 - February 2007
Wade & Company, LLP   February 2001 - December 2002
Merrill Lynch   February 1999 - December 1999

Skills
Accounting, Access, Microsoft Excel, PowerPoint, Outlook, Management, Microsoft Office, Microsoft Word, Nonprofits, Customer Service, Budgets, Social Media, Strategic Planning, Marketing, Research, Negotiation, Event Planning, Advertising, Marketing Strategy, Editing, Leadership, General Ledger, Financial Reporting, Financial Analysis, Project Planning, Financial Accounting, QuickBooks, Public Speaking, Purchasing, Project Management, Policy, Account Management, SEC filings, Teaching, Team Leadership, Legal Writing, Legal Research, Federal Government..., Federal Grants..., Westlaw, LexisNexis, Project Tracking, Budget Management, Legal Documents, Legal Compliance, Program Management, Legal Assistance, Non-profit...

Education
The University of Texas at Austin - Professional Development Center   2012 — 2012
Graduate, Paralegal Studies Certificate Program, Paralegal Studies, GPA: 3.7

St. Edward's University   2004 — 2005
BBA, Business & Management

Houston Community College   1998 — 1999
Certificate, Culinary Arts

University of Pennsylvania - The Wharton School   1989 — 1992
BBA, Business Administration

Steven Alves Steven Alves Greater New York City Area Details
Steven Alves's Merrill Lynch Experience January 2006 - May 2006
Job AVP, Senior Relationship Manager at HSBC Bank USA
Industry Banking
Experience
HSBC Bank USA  July 2007 - Present
Hofstra University  September 2010 - Present
New England Financial  July 2006 - August 2006
Merrill Lynch   January 2006 - May 2006
Stevens Home Improvement Company Inc.   July 2005 - September 2005

Skills
Bloomberg, Portfolio Management, Financial Modeling, Financial Analysis, Credit Analysis, Banking, Corporate Finance, Credit, Investments, Relationship Management, Risk Management, Credit Risk, Equities, Microsoft Excel, Bloomberg Terminal, Mutual Funds, Commercial Banking, Sales, Leadership, Asset Allocation, Financial Risk

Education
Hofstra University   2003 — 2007
BBA, Entrepreneurship, Finance

GGDP   2009 — 2009
Leadership

Old Rochester Regional High School   1999 — 2003

John Reid Jr. John Reid Jr. Greater Los Angeles Area Details
John Reid Jr.'s Merrill Lynch Experience June 2005 - August 2005
Job Data Manager at 12Twenty, Inc.
Industry Retail
Experience
12Twenty, Inc.   November 2013 - Present
Fd9. Group   November 2012 - May 2013
JMP Securities  July 2011 - June 2012
FocalPoint Partners, LLC  June 2009 - June 2011
Barclays Capital  June 2007 - January 2009
Barclays Capital  June 2006 - August 2006
Merrill Lynch   June 2005 - August 2005

Skills
Financial Modeling, Investment Banking, Capital Markets, Equities, Corporate Finance, Mergers & Acquisitions, Private Equity, Valuation, Due Diligence, Bloomberg, Finance, Investments, Venture Capital, LBO, Financial Analysis, Management

Education
Howard University   2003 — 2007
BBA, Finance

Jeff Hamer Jeff Hamer Greater New York City Area Details
Jeff Hamer's Merrill Lynch Experience 1999 - 2001
Job Senior Account Manager at HCC
Industry Financial Services
Experience
Harlem Commonwealth Council, Inc.   June 2012 - Present
Seedco  April 2006 - July 2012
(Self Employed)   2002 - 2006
Merrill Lynch   1999 - 2001
Beacon Hill Partners   1996 - 1999
Prudential Financial  1986 - 1995

Skills
Business Intelligence, Business Development, Strategic Planning, Social Media, Social Media Marketing, Marketing Strategy, Social Networking, Entrepreneurship, Customer Service, Management, Sales, Finance, Event Planning, Fundraising, Strategic Partnerships, Leadership, Budgets, Advertising, Community Development, Marketing, Financial Analysis, Business Planning, Research, Credit Analysis, Strategy, Coaching

Education
New York University   1992 — 1994

Howard University   1982 — 1986

Violet Richardson, Esq. Violet Richardson, Esq. Greater Minneapolis-St. Paul Area Details
Violet Richardson, Esq.'s Merrill Lynch Experience June 2009 - August 2009
Job Corporate Attorney handling M&A, SEC Compliance and Commercial Contracts
Industry Law Practice
Experience
Dorsey & Whitney LLP  September 2013 - Present
Dorsey & Whitney LLP  May 2012 - July 2012
U.S. Securities and Exchange Commission, Division of Enforcement, Asset Management Unit   January 2012 - April 2012
Department of Treasury, Financial Management Service, Office of the Chief Counsel   May 2011 - August 2011
Merrill Lynch   June 2009 - August 2009

Skills
Business Formation, Securities Regulation, Mergers & Acquisitions, Commercial Contracts, Corporate Law, Capital Markets, SEC, Securities, Contract Negotiation, Legal Writing, Legal Research

Education
Howard University School of Law   2010 — 2013
JD

Howard University   2006 — 2010
BBA

Renee DeFore Renee DeFore Charleston, South Carolina Details
Renee DeFore's Merrill Lynch Experience October 1992 - May 1995
Job economics finance business investments communications marketing administration technology
Industry Public Relations and Communications
Experience
Self Employed  May 2012 - June 2014
Georgetown University  May 2010 - July 2012
Peace Corps  October 2007 - February 2010
The Carlyle Group  April 2006 - August 2007
StaffWise Legal  March 2003 - March 2006
AllianceBernstein  September 2001 - July 2002
Wells Fargo Advisors (formerly Wachovia Securities LLC)   June 1996 - September 2001
Merrill Lynch   October 1992 - May 1995
Charles Schwab  August 1986 - August 1990

Skills
Economics, Research, Data Analysis, Policy, Public Relations, Management, Project Management, CRM, Brokering Resources, Financial Markets, Educator, Trainer, Client & Prospect..., Employee Training, Office Management, Financial Reporting, HIPAA, SOP Development, Technical Writing, Corporate Communications, Negotiation, Customer Service, Communications, Data Analysis &..., Economic & Market..., Budget Projections, Management - Account,..., Marketing & Fundraising, Media Relations, Press Releases, Content Writing &..., Non-Profit..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator..., Trainer & Educator IT..., Manager, Senior Paralegal, Advanced Excel, Pivot Tables, Microsoft Word, PowerPoint, Adobe, Legal Discovery &..., Legal Administration, LexisNexis, Concordance, E-Discovery DocuMatrix, CTS Scheduling software, Computer Networking

Education
National Association of Business Economics (NABE)   2013 — 2015
CBE certificate courses + seminar

New York University - Leonard N. Stern School of Business   2001 — 2001
Completed Executive Program Certificate Course

Hollins University exchange with University of London   1981 — 1981
Exchange Student

Hollins University   1977 — 1981
Bachelor of Arts

Financial Institution Internships

Primary & Secondary Education

under my father's tutelage

Raymond Calderon Raymond Calderon Greater Los Angeles Area Details
Raymond Calderon's Merrill Lynch Experience January 2000 - August 2006
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services  September 2006 - Present
Merrill Lynch   January 2000 - August 2006
A.G. Edwards   April 1997 - August 1999

Education
Thomas Jefferson School of Law   1999 — 2003

Hofstra University   1992 — 1995

Johnson University

Robert Remick Robert Remick Greater New York City Area Details
Robert Remick's Merrill Lynch Experience December 1994 - April 2010
Job Board of Directors at REMTECH, inc
Industry Financial Services
Experience
Rem Tech Inc   July 2012 - Present
Merrill Lynch   December 1994 - April 2010
KPMG Peat Marwick  1992 - 1994

Skills
Wealth Management, Equities, Strategic Financial..., Capital Markets, Securities, Investment Banking, Financial Analysis, Asset Managment

Education
Hofstra University   1990 — 1992
BA, Accounting

Nassau Community College   1988 — 1990
Associate, Accounting

Plainview Old Bethpage High School   1984 — 1988
High School Diploma

Karen Wolffis Karen Wolffis Indianapolis, Indiana Details
Karen Wolffis's Merrill Lynch Experience June 1996 - July 2008
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2014 - Present
PNC  October 2013 - June 2014
Thrivent Financial  February 2009 - May 2013
Merrill Lynch   June 1996 - July 2008

Skills
Finance, Financial Services, Small Business, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Investments, Strategic Financial..., Asset Allocation, Series 63, Investment Advisory, Fixed Annuities

Education
Hope College   1987 — 1991
Bachelor of Arts (B.A.), French Language and Literature

Hope College

Michael Marinaccio Michael Marinaccio Greater New York City Area Details
Michael Marinaccio's Merrill Lynch Experience June 2010 - August 2012
Job Managing Director Corporate Finance
Industry Investment Banking
Experience
KPMG US  April 2015 - Present
Sterne Agee Leach   December 2013 - April 2015
TJB Advisory Services LLC   August 2012 - December 2013
Merrill Lynch   June 2010 - August 2012
TJB Advisory Services LLC   May 2009 - June 2010
Bank of America Securities  June 2006 - May 2009
Torsiello Securities, Inc.   September 2002 - June 2006
Citigroup Global Markets Inc.  August 1999 - January 2002
SG Cowen Securities Corporation  August 1997 - August 1999

Skills
Investment Banking, Capital Markets, Fixed Income, Structured Finance, Capital Structure, Credit Analysis, Structured Products, Equities, Valuation, Credit Risk, Financial Institutions, Derivatives, Capital Raising, Financial Modeling, Bonds, Private Equity, Series 7, Equity Research, Banking, Hedge Funds

Education
New York University - Leonard N. Stern School of Business   1995 — 1997
Master of Business Administration (MBA), Accounting and Finance

Hofstra University   1987 — 1991
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law

Sekelle O'Brien Sekelle O'Brien Washington D.C. Metro Area Details
Sekelle O'Brien's Merrill Lynch Experience July 2008 - December 2008
Job Experienced IT Business Analyst and Consultant Seeking Opportunity to Solve Exciting Business Challenges
Industry Information Technology and Services
Experience
Insignia Federal Group  September 2014 - Present
AVRES, LLC   October 2011 - Present
Hitachi Consulting  September 2009 - October 2011
Merrill Lynch   July 2008 - December 2008
Howard University  November 2005 - July 2008
National Urban League - Black Executive Exchange Program   April 2006 - February 2008
Merrill Lynch   May 2007 - August 2007
Allfirst Bank  October 1998 - June 2000

Skills
Visio, SharePoint, Integration, Marketing, Requirements Analysis, Project Management, Analysis, Leadership, Training, Change Management, SQL, Requirements Gathering, Quality Assurance, System Testing, Training Delivery, User Acceptance Testing, Customer Service, Use Case Analysis, Google Adwords, Google Analytics, Business Analysis, Technical Documentation, Sales, Testing, Consulting, SDLC, Business Process, Microsoft Office, Business Process..., PMO

Education
Howard University   2005 — 2007
BBA, Information Systems

Montgomery College   1999 — 2000
Associates, information Systems

Ali Salaam Ali Salaam Greater New York City Area Details
Ali Salaam's Merrill Lynch Experience
Job Benefits Consultant
Industry Insurance
Experience
Merrill Lynch  

Skills
Business Analysis, Employee Benefits, Equities, Fixed Income, Insurance, Microsoft Office, Public Speaking, Risk Management, SDLC, Strategic Planning, Vendor Management

Education
Howard University   1981 — 1985

DeWane Hill DeWane Hill Washington D.C. Metro Area Details
DeWane Hill's Merrill Lynch Experience January 1994 - August 2003
Job Owner at Precision
Industry Commercial Real Estate
Experience
Precision  January 2014 - Present
Wells Fargo  November 2006 - 2009
Banc of America  November 2003 - November 2006
Merrill Lynch   January 1994 - August 2003

Education
Howard University   1987 — 1994
BBA Finance, Finance & Economics

Todd Ackermann Todd Ackermann Greater Grand Rapids, Michigan Area Details
Todd Ackermann's Merrill Lynch Experience Life Stewardship CoachThe Stewardship Alliance2009 - 2010
Job Vice President, CFM at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   Life Stewardship CoachThe Stewardship Alliance2009 - 2010

Education
Hope College   1984 — 1988
business

Robert Stuono Robert Stuono Charlotte, North Carolina Area Details
Robert Stuono's Merrill Lynch Experience 1977 - 1980
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Time Warner Cable  May 2015 - Present
Bank of America  April 2014 - April 2015
Mecklenburg County  November 2013 - April 2014
Merck  October 2011 - July 2012
Wachovia Bank  March 2001 - December 2009
PSCH Inc  1989 - 1996
Merrill Lynch   1977 - 1980

Skills
Financial Analysis, Financial Reporting, Forecasting, Finance, Process Improvement, Customer Service, Leadership, Financial Modeling, Business Analysis, Essbase, Accounting

Education
Hofstra University   1973 — 1977
BBA, Accounting, Finance

Deer Park High   1968 — 1972

Hofstra University

Dawn (Ford) Jerido Dawn (Ford) Jerido Greater Philadelphia Area Details
Dawn (Ford) Jerido's Merrill Lynch Experience April 2001 - October 2006
Job Lead Regulatory Reporting Analyst at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial  September 2010 - Present
ICON Clinical Research  July 2007 - March 2010
Kyowa Pharmaceutical, Inc.   October 2006 - May 2007
Merrill Lynch   April 2001 - October 2006

Skills
Budgets, Process Improvement, Management, Banking, Financial Services, Customer Service, Analysis

Education
Rider University   1998 — 2000
MBA

Howard University   1990 — 1994

Russell Patt Russell Patt Greater New York City Area Details
Russell Patt's Merrill Lynch Experience November 2013 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2013 - Present
Goldman Sachs  April 2004 - November 2013

Skills
Derivatives, Risk Management, Client Service, Investment Banking, Capital Markets, Alternative Investments, Securities, Hedge Funds, Valuation, Bloomberg, Client Services, Equities, Financial Services, Commodity, Trading Systems, Series 7, Trading, Options, Fixed Income, Middle Office, Electronic Trading, Asset Management, FX Options, Equity Derivatives, Prime Brokerage

Education
Hofstra University   1999 — 2003

Robin A. Barker, SPHR Robin A. Barker, SPHR Jacksonville, Florida Area Details
Robin A. Barker, SPHR's Merrill Lynch Experience 1991 - 2001
Job Vice President, Human Resources Relationship Manager at EverBank
Industry Financial Services
Experience
EverBank  April 2012 - Present
PHH Corporation  January 2011 - May 2012
PHH Mortgage  2001 - April 2011
Merrill Lynch   1991 - 2001

Skills
Talent Management, Talent Acquisition, Recruiting, Onboarding, Employee Relations, Employee Engagement, Strategic Planning, Performance Management, Deferred Compensation, Applicant Tracking..., HRIS, Human Resources, Benefits Administration, Workforce Planning, Training, Employee Benefits, Succession Planning, Payroll, New Hire Orientations, Strategy, HR Policies, College Recruiting, FMLA, Leadership Development, Personnel Management, Temporary Placement

Education
Holyoke Community College

Michael Tonn Michael Tonn New York, New York Details
Michael Tonn's Merrill Lynch Experience September 1997 - September 1999
Job Platform Engineer at Nomura Securities
Industry Financial Services
Experience
Nomura Securities  August 2013 - Present
Nomura Securities  March 2012 - Present
Nomura Securities  July 2004 - December 2012
Adecco  July 2002 - July 2004
UBS  January 2002 - July 2002
Instinet Corporation  June 1999 - August 2001
Merrill Lynch   September 1997 - September 1999
Morgan Stanley  September 1995 - September 1997
Telcordia ( Formerly Bellcore )   September 1990 - September 1995

Skills
Redhat Linux, VMware Infrastructure, Veritas Cluster Server, VMware ESX, Solaris, Virtualization, Unix, Linux, Disaster Recovery, VMware, Perl, Cluster, Shell Scripting, Unix Shell Scripting, Sybase, High Availability, System Administration, NetApp, RHEL, RedHat, Red Hat Linux, Data Center, Servers, Storage Area Networks, vSphere

Education
Stevens Institute of Technology   1991 — 1993
MBS, Computer Science

Hofstra University   1988 — 1990
BS, Computer Science

Reidan Cruz Reidan Cruz Greater New York City Area Details
Reidan Cruz's Merrill Lynch Experience 1994 - January 2002
Job Managing Director at GCA Savvian
Industry Financial Services
Experience
GCA Savvian  September 2015 - Present
The Carlyle Group  January 2014 - August 2015
KRG Capital  August 2012 - December 2013
Probitas Partners  February 2002 - June 2012
Merrill Lynch   1994 - January 2002
JP Morgan  1990 - 1994

Skills
Investments, Buyouts, Due Diligence, Mezzanine, Asset Managment, Investment Banking, Fund Of Funds, Private Equity Funding, Institutional Investors

Education
Hofstra University
BBA, Management Information Systems

Pace University - Lubin School of Business
MBA, Finance

Ashlie Evans Ashlie Evans Washington D.C. Metro Area Details
Ashlie Evans's Merrill Lynch Experience 2007 - 2007
Job Contracting Officer at U.S. Department of Health and Human Services
Industry Government Relations
Experience
U.S. Department of Health and Human Services   July 2015 - Present
Department of Health and Human Services  April 2013 - Present
Department of Defense  September 2008 - April 2013
Merrill Lynch   2007 - 2007

Skills
Government Contracting, DoD, Contract Management, Government Procurement, Defense, Policy, Analysis, Policy Analysis, Leadership, Public Speaking, Microsoft Word, Microsoft Office, Program Management, Research, Microsoft Excel, Customer Service

Education
Hood College   2004 — 2008
Bachelor of Arts (B.A.), Business Management: Marketing and Human Resources

Central High School

Jeff Guy Jeff Guy Greater Grand Rapids, Michigan Area Details
Jeff Guy's Merrill Lynch Experience December 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2007 - Present

Skills
Wealth Management, Retirement Planning, Retirement, Investments, Strategic Financial..., Asset Allocation, Customer Service, Estate Planning, Financial Analysis, Investment Advisory, Investment Strategies, Fixed Annuities, Leadership, Management, Microsoft Office, Portfolio Management, Mutual Funds, Public Speaking, Series 63, Series 7, Strategic Planning, Team Building, Wealth Management..., Uniform Combined State...

Education
Hope College   2003 — 2007
B.A., Business Management, Political Science

Susan Boriotti Susan Boriotti Greater New York City Area Details
Susan Boriotti's Merrill Lynch Experience September 1989 - July 1998
Job Senior Systems Analyst at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group  January 2011 - Present
UnitedHealth Group  March 2003 - January 2011
Merrill Lynch   September 1989 - July 1998

Education
Hofstra University   1982 — 1987
BS, Compute Science/Business Option

Walt Stumpf Walt Stumpf Greater New York City Area Details
Walt Stumpf's Merrill Lynch Experience July 1990 - June 2008
Job Sr. Project Manager at American Portfolios
Industry Computer Software
Experience
American Portfolios  June 2013 - Present
Church Pension Group  July 2012 - December 2012
Credit Suisse  July 2011 - July 2012
Church Pension Group  March 2011 - July 2011
RimaOne GmbH   August 2008 - October 2010
Merrill Lynch   July 1990 - June 2008

Skills
Sarbanes-Oxley Act, Business Continuity..., COBIT, Operational Risk..., COSO, FINRA, Business Process..., Financial Services, Governance, Risk Management, IT Strategy, Enterprise Architecture, ITIL, IT Management, Business Process..., Disaster Recovery, IT Service Management, Program Management, Business Analysis, SDLC, Enterprise Software, Integration, Vendor Management, CRM, Oracle, Strategy, Management, SOA, Project Management, Project Portfolio..., Business Intelligence, Software Project..., PMO, Leadership, Consulting, Data Warehousing, Solution Architecture, PMP, Requirements Analysis, Outsourcing, Cloud Computing, Agile Project Management, Software Development, Agile Methodologies, Data Center, XML, Business Process

Education
Hofstra University   1984 — 1986
MBA, Business Systems, Management Science

Rochester Institute of Technology   1973 — 1977
BSIE, Engineering

Anesu Nyamuda Anesu Nyamuda Toronto, Canada Area Details
Anesu Nyamuda's Merrill Lynch Experience June 2007 - August 2007
Job Associate at Thomvest
Industry Venture Capital & Private Equity
Experience
Thomvest Asset Management Inc.   February 2013 - Present
Thomvest Ventures   February 2012 - February 2013
Goldman Sachs  June 2009 - February 2012
Goldman Sachs  June 2008 - August 2008
Federal Housing Finance Agency  February 2008 - May 2008
Merrill Lynch   June 2007 - August 2007

Skills
Equity Research, Financial Modeling, Investments, Valuation, Hedge Funds, Financial Analysis, Technical Analysis, Equities, Alternative Investments, Finance, Bloomberg, Analysis, Risk Management, Operational Risk, Strategic Thinking, Portfolio Management, Investment Management

Education
Christian Brothers' College

Howard University
Bachelor of Business Administration (BBA), Finance, General

Todd D'Addario Todd D'Addario Greater New York City Area Details
Todd D'Addario's Merrill Lynch Experience January 1998 - August 2002
Job Vice President, Business Continuity at Bank of America / Merrill Lynch
Industry Financial Services
Experience
Bank of America  August 2002 - Present
Merrill Lynch   January 1998 - August 2002
McKinsey & Company  January 1996 - 1998

Education
Hofstra University   1991 — 1993
BBA, Business Information Systems

Suzanne Hannigan, CFA Suzanne Hannigan, CFA Greater Philadelphia Area Details
Suzanne Hannigan, CFA's Merrill Lynch Experience December 1980 - December 1986
Job Investment Professional Experienced in Buy and Sell Side Equity Analysis and Portfolio Management
Industry Investment Management
Experience
MLV & Co  July 2014 - 2015
Janney Montgomery Scott  June 2009 - July 2014
Rorer Asset Management  May 1996 - March 2009
CoreStates Investment Advisors  September 1992 - April 1996
CoreStates Bank  April 1988 - September 1992
Merrill Lynch   December 1980 - December 1986

Skills
Equities, Investments, Asset Management, Portfolio Management, Capital Markets, Securities, Bloomberg, Fixed Income, Financial Analysis, Series 7, Chartered Financial...

Education
Holy Family University   1985 — 1987
ba, management

Liz Skrovanek Liz Skrovanek Destin/Fort Walton Beach, Florida Area Details
Liz Skrovanek's Merrill Lynch Experience 1993 - 1998
Job "MadeInTheUSA" Fabricating/Manufacturing
Industry Mining & Metals
Experience
Custom Production   May 2008 - Present
Synovus Trust   February 2000 - June 2001
Columbus Symphony Orchestra  June 1999 - February 2000
Dun & Bradstreet  1996 - 1998
Merrill Lynch   1993 - 1998
Coopers & Lybrand  1991 - 1992
Westvaco  1987 - 1991

Skills
Social Media, Marketing Strategy, Social Media Marketing, Team Leadership, Project Management, Management, Marketing Communications, Teamwork, Community Outreach, New Business Development, Advertising, Product Development, Business Strategy, Leadership, Training, Product Marketing, Packaging, Product Launch, Online Advertising, Business Planning, Entrepreneurship, Start-ups, Sales

Education
Hollins University   1993 — 1995
Bachelor of Arts (BA), Business/Managerial Economics

Holy Trinity DHS   1979 — 1983

Adama Ndoye Adama Ndoye Sarasota, Florida Area Details
Adama Ndoye's Merrill Lynch Experience December 2004 - June 2005
Job Sales Operations Analyst at UTC Fire & Security
Industry Business Supplies and Equipment
Experience
UTC Fire & Security  March 2011 - Present
Clopay Building Products  January 2010 - December 2010
JPMorgan Chase  March 2007 - July 2009
Honda of America Mfg., Inc   March 2006 - March 2007
Merrill Lynch   December 2004 - June 2005
Heidi Inc   October 2000 - December 2004

Skills
Financial Reporting, Financial Analysis, Financial Modeling

Education
Ohio University
Master's degree, Financial Economics

Texas Southern University
Bachelor of Business Administration, Finance

Houston Community College
Associate, General Sciences

Oren Yoskowitz Oren Yoskowitz Greater New York City Area Details
Oren Yoskowitz's Merrill Lynch Experience 2000 - 2002
Job Hiring Manager at AXA Advisors, LLC dedicated to building a High Performance Team of Financial Professionals.
Industry Financial Services
Experience
AXA Advisors, LLC  January 2005 - Present
AXA Advisors, LLC  2006 - 2014
Merrill Lynch   2000 - 2002
ADP  1995 - 2000

Education
NYU Stern School of Business   2000 — 2002
Master of Business Administration (MBA), Finance, General

Hofstra University   1991 — 1995
Bachelor of Business Administration (B.B.A.), International Business

Ian Branigan Ian Branigan Baltimore, Maryland Area Details
Ian Branigan's Merrill Lynch Experience February 2009 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2009 - Present
Maple Lawn Community Center   June 2008 - August 2008
Columbia Association  September 2005 - August 2006

Education
Salisbury University - Perdue School of Business   2006 — 2009

Howard Community College   2004 — 2006

Brian Nevel Brian Nevel Greater New York City Area Details
Brian Nevel's Merrill Lynch Experience July 1993 - July 1994
Job Head of Corporate and NBFI Sales at Commerzbank AG
Industry Banking
Experience
Commerzbank AG  October 2014 - Present
Commerzbank AG  August 2011 - October 2014
Depfa Bank  March 2007 - October 2012
Depfa Bank  March 2009 - August 2011
Rice Financial Products Company  July 1994 - March 2007
Merrill Lynch   July 1993 - July 1994

Skills
Fixed Income Portfolio..., Interest Rate..., FX Spot, Swaps and..., Repo Sales, Fixed Income Sales, Financial Structuring, Derivatives, Portfolio Management, Fixed Income, Bonds, Structured Products, Credit Derivatives, Structured Finance, Capital Markets, Swaps, ABS, Rates, Hedging, Emerging Markets, Alternative Investments, Interest Rate Risk..., Product Development, Options, Investment Banking, Market Risk, Hedge Funds, Finance, Strategic Planning, Banking, Valuation, ALM, Microsoft Excel, Project Management, Financial Analysis, Financial Modeling, Microsoft Office

Education
Howard University   1989 — 1993
BBA, Actuarial Science

Jason Pickett Jason Pickett Houston, Texas Area Details
Jason Pickett's Merrill Lynch Experience December 2010 - October 2012
Job Energy Trader at Fantods LLC
Industry Oil & Energy
Experience
Fantods LLC   December 2014 - Present
BST Energy Trading   March 2013 - December 2014
Merrill Lynch   December 2010 - October 2012
ConocoPhillips  March 2008 - November 2010

Skills
Energy, Financial Modeling, Energy Markets, Commodity Markets, Commodity, Financial Risk, Trading, Options, Derivatives, Hedging, Valuation, Renewable Energy, Petroleum, Gas, Risk Management, Electricity Markets, Natural Gas

Education
Houston Baptist University   2001 — 2005
Bachelor of Business Administration (BBA), Finance, General

Sean Ulrey Sean Ulrey Houston, Texas Area Details
Sean Ulrey's Merrill Lynch Experience January 2006 - December 2009
Job Whatever Whenever
Industry Restaurants
Experience
Olde Towne Kolache   November 2011 - Present
Merrill Lynch   January 2006 - December 2009

Education
Houston Baptist University   2003 — 2005
2 Bachelor's, Entrepreneurship, Business Administration

Erik David, CPA Erik David, CPA Houston, Texas Details
Erik David, CPA's Merrill Lynch Experience January 2013 - June 2015
Job N.A. Power & Gas Trading CMT
Industry Oil & Energy
Experience
Cargill  June 2015 - Present
Merrill Lynch   January 2013 - June 2015
JPMorgan Investment Bank  March 2011 - January 2013
Deloitte  January 2009 - March 2011

Skills
Financial Modeling, Financial Analysis, Financial Accounting, Due Diligence, P&L Analysis, Market Risk

Education
University of Houston
Master of Business Administration (MBA), Energy Finance

Houston Baptist University
Master of Accountancy

Houston Baptist University
Bachelor of Business Administration (BBA), Accounting and Finance

Ross Rosen Ross Rosen Greater New York City Area Details
Ross Rosen's Merrill Lynch Experience May 2006 - September 2006
Job Operations Manager at Monarch Alternative Capital LP
Industry Financial Services
Experience
Monarch Alternative Capital LP  December 2013 - Present
Monarch Alternative Capital LP  August 2010 - December 2013
Elliott Management Corp   September 2008 - August 2010
JPMorgan Chase (formerly Bear Stearns)   February 2007 - September 2008
Merrill Lynch   May 2006 - September 2006

Skills
Hedge Funds, Equities, Bloomberg, Investment Banking, Fixed Income, Valuation, Private Equity, Prime Brokerage, Investments, Middle Office, Financial Modeling, Financial Analysis, Portfolio Management, Trading, Bonds, Securities

Education
Hofstra University   2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance

Richard Rohlfing Richard Rohlfing Greater Chicago Area Details
Richard Rohlfing's Merrill Lynch Experience May 2010 - Present
Job Financial Advsior with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2010 - Present
Harris Private Bank  January 2001 - April 2010
Bank One  October 1999 - January 2001
Citibank  1986 - 1994

Skills
Wealth Management, Banking, Credit, Private Banking, Insurance, Series 7, Retirement Planning, Investments, Cash Management, Financial Analysis, Commercial Lending, Commercial Banking, Asset Management, Mortgage, Estate Planning, Loans, Equities, Risk Management, Small Business Lending, Financial Planning, Asset Allocation, Wealth Transfer, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Income, Mortgage Lending, Securities, High Net Worth..., Retirement, Portfolio Management, Trust Services, Financial Management, Income, Wealth, Private Wealth..., Financial Advisory, Alternative Investments, Bonds, Comprehensive Wealth..., Annuities, ETFs, Consumer Lending, IRA's, Commercial Mortgages, Stocks, Strategic Financial..., Series 63, Finance, Financial Services

Education
Hofstra University
BBA, Management

Evelyn (Bunny) Iliff O'Dell, M.A. Evelyn (Bunny) Iliff O'Dell, M.A. Washington D.C. Metro Area Details
Evelyn (Bunny) Iliff O'Dell, M.A.'s Merrill Lynch Experience September 1988 - October 2009
Job Bereavement Counselor
Industry Hospital & Health Care
Experience
Montgomery Hospice  July 2015 - Present
Hospice Of Frederick County   September 2008 - July 2015
Hood College  November 2012 - September 2014
Merrill Lynch   September 1988 - October 2009
Shearson American Express  May 1982 - September 1988
Garfinckel's  October 1978 - May 1982

Skills
Event Planning, Public Relations, Leadership, Leadership Development, Marketing, Strategic Planning, Speech Writing, Creative Writing, Public Speaking, Training and Mentoring, Individual/Business..., Non-Profit Board..., Grief Counseling, Non-profit Board..., Nonprofits, Community Outreach, Volunteer Management, Program Development, Fundraising, Grant Writing, Social Media Marketing, Social Media, Small Business, Marketing Communications, Psychology, Management, Workshop Facilitation, Research, Teaching, Training

Education
Hood College
Master of Arts (M.A.) Thanatology 2014, Thanatology (Grief, Bereavement, Death and Dying), 4.0 GPA

Hood College
Bachelor of Arts (B.A.) 2011, Psychology

Christine Maia-Fleres Christine Maia-Fleres San Francisco Bay Area Details
Christine Maia-Fleres's Merrill Lynch Experience September 2007 - June 2008
Job Consumer Financial Protection
Industry Banking
Experience
Federal Reserve Bank of San Francisco  July 2010 - Present
Operation HOPE  2004 - 2010
Merrill Lynch   September 2007 - June 2008
First Republic Bank  August 2004 - September 2007
Providian Bancorp Services   June 2000 - August 2004
Sumitomo Bank of California  1996 - 1998
Bank of California  1995 - 1995
Office of the Comptroller of the Currency  1973 - 1981

Skills
Risk Management, AML, Credit, Banking, OFAC, Operational Risk, Financial Risk, Operational Risk..., Fairs, Securities, Financial Regulation, Financial Services, Financial Institutions, Bank Secrecy Act, Fraud, Due Diligence, Anti Money Laundering, Banking Law, Enterprise Risk..., KYC

Education
Holy Names University   1968 — 1969

Holy Names High School   1966 — 1968

Andrew Overton Andrew Overton Santa Barbara, California Details
Andrew Overton's Merrill Lynch Experience June 2008 - August 2008
Job Senior Data Engineer Associate at FindTheBest
Industry Internet
Experience
Graphiq Inc.  December 2014 - Present
Graphiq Inc.  July 2013 - December 2014
Morgan Stanley  June 2010 - July 2013
Bank of America  June 2009 - August 2009
Merrill Lynch   June 2008 - August 2008

Skills
Equities, Bloomberg, Capital Markets, Derivatives, Securities, Investment Banking, Bonds, Equity Derivatives, Finance, High Yield, Trading, Equity Capital Markets, Mergers & Acquisitions, Start-ups, Analysis, MySQL, ETL Tools, JavaScript, HTML, jQuery, CSS, Java

Education
The Johns Hopkins University   2015 — 2017
Master’s Degree, Computer Science

Howard University   2006 — 2010
B.B.A, Finance

The Haverford School   1999 — 2002

Robert DeRosa, MBA Robert DeRosa, MBA Frederick, Maryland Details
Robert DeRosa, MBA's Merrill Lynch Experience February 2008 - May 2008
Job Accounting Specialist, CPA Candidate
Industry Accounting
Experience
BNBI  January 2014 - Present
BNBI  January 2013 - January 2014
Competitive Power Ventures, Inc.   August 2011 - January 2013
TigerTek   2009 - 2010
VF Corporation  2008 - 2009
Merrill Lynch   February 2008 - May 2008
Chevy Chase Bank  August 2007 - January 2008
Target  June 2006 - June 2007
Best Buy  May 2005 - January 2006

Skills
Accounts Payable, Microsoft Excel, Customer Service, Financial Reporting, Financial Analysis, Financial Accounting, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Accounts Receivable, General Ledger, Cost Accounting, Payroll, Internal Controls, Financial Statements, Analysis, Accounting, Account Reconciliation, Process Improvement, GAAP, Managerial Finance, Journal Entries, Sarbanes-Oxley Act, Great Plains Software, Variance Analysis, Cognos, Training, US GAAP, Spreadsheets, Statistics, Costpoint, Pivot Tables, Teamwork, Adobe Acrobat, Bookkeeping, Deltek, Project Accounting, Year-end Close, MBA, Government Accounting, Problem Solving, Troubleshooting, Purchase Orders, Timesheet, Procedure Development, Procedure Creation, Streamlining Complex..., Innovation

Education
University of Maryland University College   2011 — 2013
Certificate in Advanced Accounting

University of North Carolina at Greensboro   2008 — 2010
MBA

Hood College   2004 — 2008
B.A, Business Management, Finance concentration

Martha Meehan Martha Meehan Baltimore, Maryland Area Details
Martha Meehan's Merrill Lynch Experience November 2004 - February 2009
Job Director of Development Major Gifts at Ashley, Inc.
Industry Nonprofit Organization Management
Experience
Ashley, Inc.   July 2013 - Present
Jewish Recovery Houses   March 2009 - March 2013
Merrill Lynch   November 2004 - February 2009
Grabush Neuman & Co., P.A   May 2002 - April 2003
Grabush Neuman & Co., P.A.   May 2002 - April 2003
Merritt Properties, LLC  January 1999 - December 2000

Skills
Fundraising, Wealth Management, Non-profits, Investments, Public Speaking, Strategic Planning, Asset Allocation, Asset Managment, Mutual Funds, Strategic Financial..., Budgets, Portfolio Management, Equities, Financial Modeling, Financial Analysis, New Business Development, Leadership, Marketing, Team Building, Community Outreach, Nonprofits, Asset Management, Event Planning, Management, Volunteer Management, Forecasting, Negotiation, Entrepreneurship, Philanthropy, Series 7, Grant Writing, Program Development, Non-profit..., Grants, Community Development, Leadership Development, Program Management, Workshop Facilitation, Organizational..., Proposal Writing, Executive Management, Public Relations, Policy, Strategy

Education
University of Maine at Farmington   1988 — 1990
MA, Secondary Education

Hood College   1978 — 1982
BS, Textiles

stuart sharoff stuart sharoff Greater New York City Area Details
stuart sharoff's Merrill Lynch Experience August 1983 - June 2006
Job managing director at guggenheim securites
Industry Financial Services
Experience
guggenheim securites   April 2010 - Present
LaBranche & Co.   June 2007 - April 2009
Bear Stearns  July 2006 - March 2007
Merrill Lynch   August 1983 - June 2006

Skills
Trading Systems, Series 63, Hedge Funds, Fixed Income, Trading, Securities, Series 7, Capital Markets, Electronic Trading, Equities, Bloomberg, Equity Trading, Alternative Investments, Asset Management, Derivatives, Equity Derivatives, ETFs, Equity Research, FINRA, Financial Markets, Mutual Funds, Investments, Options, Portfolio Management, Series 24

Education
Hofstra University   1981 — 1983
Master of Business Administration (M.B.A.), Finance

Stony Brook University   1977 — 1981
ba, economics

Keith Pellerin Keith Pellerin Hartford, Connecticut Area Details
Keith Pellerin's Merrill Lynch Experience May 2011 - September 2011
Job Underwriter at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group  August 2013 - Present
The Hartford  January 2012 - August 2013
Merrill Lynch   May 2011 - September 2011
TD Bank  September 2009 - May 2011

Skills
Insurance, Underwriting, Microsoft Excel, Analysis, Customer Service, Microsoft Office, Financial Analysis, Investments, Access, Account Reconciliation, Commercial Lending, Credit, Deposits, Loans

Education
Westfield State University   2008 — 2011
Bachelor's Degree in Science, Business Management

Holyoke Community College   2006 — 2008
Associates, Business Administration

Rubain Patrawala Rubain Patrawala Houston, Texas Area Details
Rubain Patrawala's Merrill Lynch Experience August 2011 - December 2011
Job BBA in Finance
Industry Accounting
Experience
South Side Pharmacy   May 2013 - Present
Merrill Lynch   August 2011 - December 2011
Verge Mobile LLC  February 2011 - August 2011

Skills
Corporate Finance, MS Office Suite, Excel, Access, Sales Management, Customer Satisfaction, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Reporting, Accounting, Management, Customer Service, Analysis, PeopleSoft

Education
Houston Community College   2013 — 2014
None, CPA

University of Houston, C.T. Bauer College of Business   2007 — 2011
Bachelor of Business Administration (BBA), Finance

Justin Ferri Justin Ferri Boulder, Colorado Details
Justin Ferri's Merrill Lynch Experience January 2002 - July 2012
Job Managing Director at Focus Financial Partners
Industry Financial Services
Experience
Principal, Co-head of Principium Ventures   November 2013 - September 2014
Year-Long Sabatical   July 2012 - July 2013
Merrill Lynch   January 2002 - July 2012
mPower Advisors, LLC   January 2000 - December 2001
J.P. Morgan   May 1997 - December 1999

Skills
Wealth Management, Series 7, Equities, Alternative Investments, Investments, Series 24, Series 3, Series 63, Series 66, Private Equity, Hedge Funds, Real Estate, Commodity Markets, Operational Risk..., Mutual Fund Structuring..., Structured Products, Equity Derivatives, Mutual Funds, Financial Analysis, Financial Modeling, Management, Strategic Planning, Securities, Risk Management, Derivatives

Education
Loyola University Maryland   1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance & Economics

Hogeschool Rotterdam   1995 — 1996
Economics

Rick Stonger Rick Stonger Colorado Springs, Colorado Details
Rick Stonger's Merrill Lynch Experience September 1993 - Present
Job Senior Vice PresidentWealth Management, Wealth Management Advisor, Senior Portfolio Manager, PIA Program, Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   September 1993 - Present
ExxonMobil  July 1975 - September 1993

Skills
Series 7, Equities, Portfolio Management, Series 63, Wealth Management, Investments, Alternative Investments, Financial Analysis, Strategic Planning, Public Speaking, Investment Advisory, Investment Strategies, Leadership, Mutual Funds, Analysis, Asset Allocation, Retirement Planning, Asset Managment, Wealth Management...

Education
Houston Baptist University   1992 — 1993
Masters of Business Administration, MBA, Finance and Investments

University of Missouri-Columbia   1971 — 1975
Bachelor or Science, Civil Engineering

Paul Hein Paul Hein Dallas/Fort Worth Area Details
Paul Hein's Merrill Lynch Experience 1995 - 1998
Job SVP Energy Banking at NBH Bank
Industry Banking
Experience
NBH Bank, N.A.   August 2012 - Present
F&M Bank  2011 - 2012
Capital One  2006 - 2010
KBR, Inc.   2001 - 2006
Halliburton  1998 - 2001
Merrill Lynch   1995 - 1998
AIG American General  1989 - 1995

Education
Houston Baptist University - College of Business and Economics
BS, Finance and Economics

Corey Tressler Corey Tressler Greater Denver Area Details
Corey Tressler's Merrill Lynch Experience September 2008 - December 2008
Job Account Manager at Skyline Marketing
Industry Professional Training & Coaching
Experience
Skyline Marketing  February 2011 - Present
Hood College  January 2009 - May 2009
Merrill Lynch   September 2008 - December 2008

Education
Hood College   2005 — 2009
Economics, Economics, Finance, Mathematics

Hood College
Bachelor of Arts Degree, Economics

Susan Lombardi Spivak Susan Lombardi Spivak Greater New York City Area Details
Susan Lombardi Spivak's Merrill Lynch Experience 1995 - 1998
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS  November 2014 - Present
UBS  2006 - 2010
Morgan Stanley Smith Barney  1998 - 2006
Merrill Lynch   1995 - 1998

Education
Hofstra University   1989 — 1993
Bachelor of Business Administration (BBA), Banking and Financial Support Services

Nikita Bynoe Nikita Bynoe Greater New York City Area Details
Nikita Bynoe's Merrill Lynch Experience 2012 - Present
Job .
Industry Writing and Editing
Experience
Merrill Lynch   2012 - Present

Skills
Journalism, Editing

Education
Hofstra University

Susan McConnell Susan McConnell Miami/Fort Lauderdale Area Details
Susan McConnell's Merrill Lynch Experience May 2005 - April 2011
Job Whole Foods Market Team Member Specialty
Industry Food & Beverages
Experience
Angelica Corporation  October 2013 - June 2014
FDR services Corp. (formerly Angelica Corp.)   April 2013 - September 2013
Angelica Corporation  November 2011 - April 2013
Merrill Lynch   May 2005 - April 2011
Merrill Lynch   February 2002 - May 2005
Morgan Keegan  February 2000 - February 2002

Education
Hofstra University
B.B.A., Business Management

Steve Von Bargen Steve Von Bargen Massapequa, New York Details
Steve Von Bargen's Merrill Lynch Experience 2000 - 2002
Job Compliance Officer
Industry Construction
Experience
RBBC, LLC   August 2013 - Present
Unqua Holdings   March 2010 - August 2013
Merrick Road Properties   February 2007 - 2010
Fursa Funds   January 2002 - January 2007
Merrill Lynch   2000 - 2002
CIBC World Markets  June 1998 - December 2000
C.E. Unterberg, Towbin   August 1996 - May 1998
Herzog Heine Geduld  August 1988 - December 1995
L F Rothschild Unterberg Towbin   September 1983 - July 1988

Education
Hofstra University   1978 — 1982
Bachelor's degree, Business Administration and Management, General

Hofstra University

General Douglas MacArthur High school   1976 — 1978

Brandon Starks Brandon Starks New York, New York Details
Brandon Starks's Merrill Lynch Experience March 1987 - August 2001
Job President Marketing & Sales at A.M.F. Capital Partners LLC
Industry Banking
Experience
A.M.F. Capital Partners LLC   January 2001 - Present
Merrill Lynch   March 1987 - August 2001

Education
Howard University

Tanaush Salim Tanaush Salim Richardson, Texas Details
Tanaush Salim's Merrill Lynch Experience August 2009 - December 2009
Job Accountant/Expense Analyst
Industry Accounting
Experience
Invesco  December 2009 - November 2011
Merrill Lynch   August 2009 - December 2009
International Bank of Commerce  July 2006 - August 2009
A.D. Vision Films   July 2005 - July 2006

Skills
Windows Vista, Microsoft Excel, Microsoft Word, PowerPoint, MAS 200, EZ Teller, Vision, Horizon, SAP, Oracle Financial, PeopleSoft, ExPRT, Marketview PAS, FundStation

Education
Houston Community College   2006 — 2010
Associate's degree, Business/Commerce, General

University of Houston, C.T. Bauer College of Business   2007 — 2009
Bachelors of Business Administration, Accounting and Finance, Accounting G.P.A.: 3.0, Finance G.P.A.: 3.5, Cumulative G.P.A.: 3.28

Carlos Ward Jr., CFP Carlos Ward Jr., CFP Middletown, Delaware Details
Carlos Ward Jr., CFP's Merrill Lynch Experience January 1992 - September 1994
Job Retirement Advisor
Industry Financial Services
Experience
Roll IRA Financial Services, LLC   April 2009 - Present
United Way of Delaware  2011 - 2014
AIG American General  September 1994 - March 2009
New Life Credit Union   January 2000 - December 2004
Merrill Lynch   January 1992 - September 1994

Skills
Certified Financial..., Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Strategic Financial..., Asset Allocation, Series 7, Personal Financial...

Education
Widener University   2011 — 2016
Master of Science (MS), Taxation

Howard University
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Kristine Morrison Kristine Morrison Chicopee, Massachusetts Details
Kristine Morrison's Merrill Lynch Experience December 2004 - April 2009
Job Administrative Professional
Industry Law Practice
Experience
Doherty, Wallace, Pillsbury & Murphy, P.C.   2010 - 2012
Merrill Lynch   December 2004 - April 2009

Skills
Financial Management..., Legal Assistance, Real Estate Transactions, Commercial Real Estate, Estate Planning, Intellectual Property

Education
Holyoke Community College

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