Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
PAOC 2012 - 2012
Merrill Lynch June 2011 - August 2011
Education
Houghton College 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
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
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
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
Merrill Lynch November 2010 - Present
WCA Hospital January 2006 - November 2009
Siemens Building Technologies 1998 - 2001
Education
Houghton College 2006 — 2008
Bachelors, Business Management
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch December 2008 - May 2012
Education
Hofstra University 2003 — 2006
BA, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch Life Stewardship CoachThe Stewardship Alliance2009 - 2010
Education
Hope College 1984 — 1988
business
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Olde Towne Kolache November 2011 - Present
Merrill Lynch January 2006 - December 2009
Education
Houston Baptist University 2003 — 2005
2 Bachelor's, Entrepreneurship, Business Administration
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch 2012 - Present
Skills
Journalism, Editing
Education
Hofstra University
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
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
A.M.F. Capital Partners LLC January 2001 - Present
Merrill Lynch March 1987 - August 2001
Education
Howard University
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
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
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