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

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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
Andrew Hutsell Andrew Hutsell New York, New York Details
Andrew Hutsell's Merrill Lynch Experience April 2012 - November 2014
Job Assistant Vice President at Barclays
Industry Investment Management
Experience
Barclays Wealth and Investment Management  November 2014 - Present
Merrill Lynch   April 2012 - November 2014
Merrill Lynch   July 2011 - April 2012

Skills
Entrepreneurship, Wealth Management, Sales Prospecting, Relationship Building, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Cold Calling, Estate Planning, Business Process..., Management, Training, Equity Research, Finance, Investments, Microsoft Office, Microsoft Excel, Customer Service, Financial Modeling, Leadership, Equities, Leadership Mentoring, Problem Solving, Team Leadership, Teamwork, Valuation

Education
Indiana University - Kelley School of Business   2007 — 2011
Certificate of Business Foundations, Business

Indiana University - School of Public and Environmental Affairs   2007 — 2011
Bachelor of Science (BS), Public Affairs

Kyle Hacker Kyle Hacker Chicago, Illinois Details
Kyle Hacker's Merrill Lynch Experience March 2011 - October 2011
Job Operations Analyst at IMC Financial Markets & Asset Management
Industry Financial Services
Experience
IMC financial markets & asset management  September 2015 - Present
Eze Software Group  January 2014 - January 2015
Eze Software Group/RealTick EMS   November 2012 - January 2014
The Systems House  January 2012 - May 2012
Indiana State University  January 2012 - May 2012
Indiana State University  August 2011 - May 2012
Merrill Lynch   March 2011 - October 2011
Indiana State University  August 2010 - May 2011
ADVICS NA  June 2010 - May 2011

Skills
Financial Planning, Financial Analysis, Equities Trading, Portfolio Management, Technical Analysis, Risk Analytics, Sales, Analysis, Time Management, Finance, Strategic Financial..., CRM, Public Speaking, Leadership, Management

Education
Indiana State University - School of Business   2008 — 2012
BS, Finance

Pavan Varshney Pavan Varshney Jacksonville, Florida Area Details
Pavan Varshney's Merrill Lynch Experience July 2009 - December 2010
Job Manager Financial and Revenue Systems
Industry Financial Services
Experience
iStart Jax   April 2014 - Present
CSX Technology  January 2011 - Present
CSX  March 2014 - February 2015
Merrill Lynch   July 2009 - December 2010
SumTotal Systems  June 2008 - May 2009
Keane  July 1996 - May 2008
TISCO  August 1993 - July 1995

Skills
Program Management, Project Management, Vendor Relationship..., Corporate FP&A, Management, Global Delivery, Software Development, Outsourcing, Customer Management, SDLC, Profitability Tracking, SaaS, Business Intelligence, Software Project..., CRM, Analysis, IT Strategy, PMP, Cloud Computing, Requirements Analysis

Education
University of North Florida - College of Business Administration   2010 — 2013
MBA, Finance

Indian Institute of Technology, Roorkee   1989 — 1993
BS, Computer Science

Kiran Kedlaya Kiran Kedlaya United States Details
Kiran Kedlaya's Merrill Lynch Experience 1996 - 2005
Job
Industry
Experience
Educational Testing Service (ETS)   2012 - Present
Estate Valuations and Pricing Systems, Inc   2005 - 2012
Merrill Lynch   1996 - 2005
WebSci Technologies  1995 - 1996
Texas Instruments  1994 - 1995
Manipal Institute of Technology  1991 - 1992

Education
Indian Institute of Technology, Madras   1992 — 1994
Master of Science (MS), Computer Science

Mangalore University   1987 — 1991
Bachelor's Degree, Computer Science and Engineering

Chad A. Sander, CFP® Chad A. Sander, CFP® Evansville, Indiana Area Details
Chad A. Sander, CFP®'s Merrill Lynch Experience September 1992 - May 1997
Job Payne Wealth Partners Vice President, Director of Investments and Chief Compliance Officer
Industry Investment Management
Experience
Payne Wealth Partners   May 1997 - Present
Merrill Lynch   September 1992 - May 1997
Old National Bank  September 1990 - September 1992

Skills
Investment Strategies, Retirement Planning, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management..., 401k, Estate Planning, Strategic Financial...

Education
Indiana University - Kelley School of Business   1983 — 1987
Bachelors, Finance

David Speyer David Speyer Greater New York City Area Details
David Speyer's Merrill Lynch Experience June 2005 - May 2007
Job Equity Research at Schroders
Industry Investment Management
Experience
Schroders  July 2009 - Present
JPMorgan  June 2007 - January 2009
Merrill Lynch   June 2005 - May 2007
Warner Bros.  June 2004 - August 2004

Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg Software, Factset, Media Industries, Gaming Industry, Auto industry, Manage Client..., Investment Management, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Access, Finance, Investments

Education
Indiana University - Kelley School of Business   2001 — 2005
Bachelor of Science, Finance

Jared Yellin Jared Yellin Greater New York City Area Details
Jared Yellin's Merrill Lynch Experience June 2007 - July 2008
Job President at Synduit
Industry Marketing and Advertising
Experience
Synduit   July 2011 - Present
Brandentity LLC   October 2009 - October 2011
Creating Wellness Alliance   August 2008 - March 2010
Wellgenix Health   March 2010 - 2010
Merrill Lynch   June 2007 - July 2008
Silver Financial   December 2006 - June 2007

Skills
Inspiration, Start-ups, Entrepreneurship, Social Media Marketing, Nutrition, Coaching, Public Speaking, Business Development, Email Marketing, Lifestyle, SEO, Small Business, Leadership, Executive Coaching, Fitness, Marketing, CRM, Brand Development, Wellness, Personal Development, Social Media, Integrated Marketing, Sales, New Business Development

Education
Indiana University - Kelley School of Business   2003 — 2006
BS, Marketing

Greg Daniele Greg Daniele Chicago, Illinois Details
Greg Daniele's Merrill Lynch Experience June 2008 - January 2009
Job Associate at Maranon Capital
Industry Financial Services
Experience
Maranon Capital  July 2014 - Present
Bank of America Merrill Lynch  July 2011 - June 2014
Bank of America Merrill Lynch  June 2010 - August 2010
Merrill Lynch   June 2008 - January 2009

Skills
Financial Modeling, Valuation, Investment Banking, Analysis, Financial Analysis, Corporate Finance, Bloomberg, Capital Markets, LBO, High Yield, Private Equity, Due Diligence, Investments, Business Valuation, Capital IQ, IPO, Mergers & Acquisitions, Microsoft Excel

Education
Indiana University - Kelley School of Business   2007 — 2011
B.S, Major: Finance; Minors: Economics and Political Science

Investment Banking Institute   2009 — 2009
Finance

Dominik Soldo Dominik Soldo Chicago, Illinois Details
Dominik Soldo's Merrill Lynch Experience June 2011 - August 2011
Job Digital Business Analyst at Accenture Interactive
Industry Information Technology and Services
Experience
Accenture Interactive  July 2015 - Present
Indiana University Kelley School of Business  August 2014 - May 2015
Navigant  May 2014 - August 2014
Hungry City Collective   May 2012 - September 2012
Merrill Lynch   June 2011 - August 2011

Skills
Microsoft Excel, Leadership, Spanish, Data Analysis, Event Management, Salesforce.com, Time Management, PowerPoint, Social Media, Team Leadership, SQL, Market Research, Microsoft Office, Customer Service

Education
Indiana University - Kelley School of Business   2014 — 2015
Master's Degree, Information Systems

Indiana University - Kelley School of Business   2010 — 2014
Bachelor's Degree, Information and Process Management, Senior

St. Ignatius College Prep   2006 — 2010

Ram Kundurthi, PMP, ACP, CSQA Ram Kundurthi, PMP, ACP, CSQA San Antonio, Texas Details
Ram Kundurthi, PMP, ACP, CSQA's Merrill Lynch Experience July 2001 - May 2004
Job Lead Software Development Engineer at USAA
Industry Information Technology and Services
Experience
USAA  June 2014 - Present
Rackspace, the Open Cloud Company  February 2012 - May 2014
Rackspace, the Open Cloud Company  December 2010 - January 2012
USAA  May 2005 - November 2010
Tata Consultancy Services  February 2001 - November 2010
Prudential Insurance  June 2004 - April 2005
Merrill Lynch   July 2001 - May 2004
Xerox Corporation  February 2001 - July 2001

Skills
Banking, C++, COBOL, DB2, EAI, Enterprise Architecture, Integration, JBoss Application Server, Java, Java Enterprise Edition, Oracle, PL/SQL, Requirements Analysis, SDLC, SOA, Software Project..., Web Services, Weblogic, Websphere

Education
Indian Institute of Technology, Roorkee
Research

Indian Institute of Technology, Roorkee
Master's degree

Pondicherry University
Masters

Silver Jubilee Government Residential College, Kurnool, AP.
Bachelor of Science (B.S.)

Reema Lamichhane Reema Lamichhane San Francisco Bay Area Details
Reema Lamichhane's Merrill Lynch Experience May 2011 - July 2011
Job Sourcer at Theranos Inc.
Industry Human Resources
Experience
Theranos Inc.  July 2015 - Present
JD Strategies  January 2015 - July 2015
JD Strategies  March 2013 - January 2015
Adecco Staffing, USA  September 2012 - December 2012
Indiana State University  July 2010 - May 2012
Ivy Tech Community College  May 2011 - August 2011
Merrill Lynch   May 2011 - July 2011

Skills
Banner, Qualtrics, CSO, Microsoft Office, Access, Counseling, Photoshop, Event Planning, Customer Service, Research, Higher Education, Student Services, C++, SPSS, Problem Solving, Supervisory Skills, Custom Match, US Verify, LexisNexis, Kronos, TALX, Student Affairs, Temporary Staffing, Microsoft Excel, Time Management, Career Counseling, Organizational..., Career Development, Analysis, Payroll, New Hire Orientations, Screening, Psychotherapy, Recruiting, Resume Writing, College Recruiting, Leadership, Employee Relations, Applicant Tracking..., Interviews, Onboarding, Banners, Talent Acquisition, Human Resources, Technical Recruiting, Internet Recruiting, Temporary Placement, Interview Preparation, Staffing Services, Networking

Education
Indiana State University   2010 — 2012
Masters, Human Resource Development

Minnesota State University, Mankato   2006 — 2008
Bachelors of Science, Finance

Hannah Obrochta Hannah Obrochta Bloomington, Indiana Details
Hannah Obrochta's Merrill Lynch Experience June 2011 - August 2011
Job Student at Indiana University Bloomington
Industry
Experience
Hooters  May 2010 - August 2012
Merrill Lynch   June 2011 - August 2011
Walgreens Pharmacy  January 2009 - May 2009
Mishawaka Parks   January 2007 - January 2009

Skills
Microsoft Excel, Organization, Promotional, Teamwork, Fast-paced, Fast Learner, Communication Skills, Self Management, Microsoft Office, Information Management, Process Management, Data Analysis, SAP

Education
Indiana University - Kelley School of Business   2009 — 2013
Bachelor of Science (B.S.), Information and Process Management

Kristy Burns, MBA Kristy Burns, MBA Fort Wayne, Indiana Details
Kristy Burns, MBA's Merrill Lynch Experience May 2006 - August 2006
Job SAHM
Industry Accounting
Experience
Stay at Home Mom  April 2015 - Present
Eaton Corporation  May 2013 - April 2015
Eaton Corporation  July 2012 - May 2013
Eaton Corporation  March 2011 - June 2012
Marathon Petroleum Company  October 2010 - February 2011
Marathon Petroleum Company  June 2008 - October 2010
Eaton Corporation  May 2007 - May 2008
Trentadue CPA Firm   February 2006 - May 2007
Triple Crown Services  May 2006 - August 2006
Merrill Lynch   May 2006 - August 2006

Skills
Variance Analysis, Sarbanes-Oxley Act, Cost Accounting, Financial Reporting, General Ledger, Forecasting, US GAAP, Account Reconciliation, Fixed Assets, Accounting, Financial Analysis, Auditing, Internal Controls, Accounts Payable, Accounts Receivable, Internal Audit, Accruals, Financial Forecasting, Financial Statements, Journal Entries, Invoicing, Sarbanes-Oxley, Analysis, Finance, Financial Accounting

Education
University of Findlay   2009 — 2012
Master of Business Administration (MBA), Organizational Leadership

Indiana Institute of Technology   2005 — 2008
Bachelor of Science (B.S.), Accounting

Kalpa (Kalpataru) Barman Kalpa (Kalpataru) Barman San Francisco Bay Area Details
Kalpa (Kalpataru) Barman's Merrill Lynch Experience 1994 - 1994
Job
Industry Information Technology and Services
Experience
UC Berkeley  May 2013 - Present
University of California  2001 - 2012
Verizon  1994 - 2000
Merrill Lynch   1994 - 1994
IBM  1993 - 1993

Skills
Unix, Software Development, Enterprise Architecture, Agile Methodologies, Perl, Java Enterprise Edition, SQL, XML, Oracle, Java, Linux, PHP, JavaScript, CSS, HTML, Web Services, Apache SOLR, Microsoft Sharepoint, SOA, SDLC, Web Development, Architecture, Software Design, Web Applications, E-commerce, Software Project..., SharePoint, Requirements Analysis, Databases, PL/SQL

Education
Indian Statistical Institute
MStat (MS in Statistics)

Blaine White Blaine White Chicago, Illinois Details
Blaine White's Merrill Lynch Experience May 1992 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 1992 - Present
BRW Trading   1988 - 1992
Mellon Bank  1983 - 1988

Education
Indiana University - Kelley School of Business   1981 — 1983
MBA, Finance

Missouri Southern State University   1977 — 1981
Bachelor of Business Administration (BBA)

Anna Thelen Anna Thelen Chicago, Illinois Details
Anna Thelen's Merrill Lynch Experience May 2013 - September 2013
Job Enterprise Operations Representative
Industry Logistics and Supply Chain
Experience
Coyote Logistics  June 2014 - Present
Delta Delta Delta  January 2011 - March 2014
Global Sales Leadership Society   September 2011 - January 2014
Merrill Lynch   May 2013 - September 2013
Students Offering Support - Indiana University Chapter   December 2011 - January 2013
Indiana University Dance Marathon  October 2011 - January 2013
Net Impact  January 2011 - December 2011
Mr. & Dr. Walther   May 2009 - August 2010
Sycamore Hills Swim and Racquet Club   May 2007 - January 2010

Skills
Social Media, Marketing, Fundraising, Public Speaking, PowerPoint, Microsoft Excel, Management, Marketing Communications

Education
Indiana University - Kelley School of Business   2010 — 2014
Bachelor of Science (B.S.), Marketing & Supply Chain Management

Bishop Dwenger High School   2006 — 2010

Guna Maniam Guna Maniam Greater New York City Area Details
Guna Maniam's Merrill Lynch Experience 1992 - 1996
Job VP Institutional Clients Group Client Analytics at Citi
Industry Investment Management
Experience
Citi  July 2013 - Present
Citi  June 2012 - July 2013
Citi  August 2008 - June 2012
Citi  June 2006 - August 2008
Sage Hill Technologies, LLC   June 2000 - January 2006
Infosys  2006 - 2006
Smith Barney  1996 - 2000
Merrill Lynch   1992 - 1996
Royal Insurance, RICOH, Herman's World of Sporting Goods, City of NY, Mutual of America, American   1982 - 1992

Skills
Capital Markets, Outsourcing, Business Strategy, Program Management, Process Improvement, Vendor Management, Software Development, Business Analysis, Compliance, SQL, Investment Management, Trading Systems, SDLC, Financial Services, Management, Strategy, Leadership, Portfolio Management, Relationship Management, Fixed Income, Banking, Investments, Equities, Product Management, Risk Management, Business Development, Finance, Trading, Executive Management, Asset Management, Cross-functional Team..., Back Office, Middle Office, Derivatives, Private Equity, Investment Banking, FX Options, Hedge Funds, Wealth Management, Analytics, Mergers & Acquisitions, IT Strategy, Project Portfolio..., Electronic Trading

Education
Indian Institute of Technology, Madras   1977 — 1982
B.Tech, Chemical Engineering

Patrick McAllister Patrick McAllister Lincolnshire, Illinois Details
Patrick McAllister's Merrill Lynch Experience October 2000 - July 2005
Job Senior Vice PresidentBranch Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2005 - Present
Merrill Lynch   October 2000 - July 2005
Merrill Lynch   August 1994 - August 2000
Merrill Lynch   April 1991 - August 1994
Merrill Lynch   June 1984 - April 1991

Education
Washington University in St. Louis   2005 — 2007
Master of Business Administration (M.B.A.)

Indiana State University   1971 — 1973
Bachelor's degree, Finance, General

Deron Krietemeyer Deron Krietemeyer Indianapolis, Indiana Area Details
Deron Krietemeyer's Merrill Lynch Experience May 2014 - March 2015
Job Pilot
Industry Airlines/Aviation
Experience
Endeavor Air  March 2015 - Present
Merrill Lynch   May 2014 - March 2015
US Navy  August 1990 - October 2013
US Navy  June 2010 - December 2012
US Navy  1990 - 2000

Skills
Aviation, Operations,..., Investments, Navy, Security Clearance, Military, Military Operations, DoD, Operational Planning, National Security, Command, Military Experience, Defense, Top Secret, Aviation, Weapons, Aircraft, Organizational..., Electronic Warfare, Force Protection, Tactics, Intelligence, Nuclear, Program Management

Education
Indiana University - Kelley School of Business   2008 — 2010
MBA/MSF, Finance, 3.91

Old Dominion University - College of Business and Public Administration   2000 — 2002
Business Administration, Finance, Economics, Accounting, 3.993

Ellen Adams, AU Ellen Adams, AU Indianapolis, Indiana Area Details
Ellen Adams, AU's Merrill Lynch Experience June 2010 - August 2010
Job Commercial Lines Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  June 2014 - Present
Liberty Mutual Insurance  June 2013 - August 2013
Indiana State University  January 2011 - May 2012
Merrill Lynch   June 2010 - August 2010

Skills
Time Management, Customer Service, Underwriting, Sales, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Microsoft Office, Event Planning, Commercial Insurance, Research, Teamwork

Education
Indiana State University - School of Business   2010 — 2014
Bachelor's Degree, Insurance and Risk Management, Financial Planning, 3.95/4.0 GPA

Christopher Sola Christopher Sola Greater Chicago Area Details
Christopher Sola's Merrill Lynch Experience June 2012 - August 2012
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
J.P. Morgan   May 2014 - August 2014
Australia - City Community Tennis   May 2013 - July 2013
Merrill Lynch   June 2012 - August 2012
Northrop Grumman Corporation  January 2011 - June 2011

Education
Indiana University - Kelley School of Business   2011 — 2015
Bachelor of Science, Finance

Cullen Cochran Cullen Cochran Indianapolis, Indiana Area Details
Cullen Cochran's Merrill Lynch Experience January 2011 - May 2011
Job Legal Counsel at Indiana Finance Authority
Industry Law Practice
Experience
Indiana Finance Authority  August 2013 - Present
Ice Miller LLP  May 2013 - August 2013
Merrill Lynch   January 2011 - May 2011
Indiana State University  August 2009 - May 2011

Skills
Legal Research, Legal Writing, Westlaw, Lexis, Microsoft Office, Communication Skills, Editing, Microsoft Word, Outlook, Microsoft Excel, Legal Documents, PowerPoint, Legal Issues, Document Drafting, Research, Contract Drafting, Legislative Advocacy, Legislative Bill..., Policy, Due Diligence, Positive Team Player, Energetic Self-Starter

Education
Indiana University Robert H. McKinney School of Law   2011 — 2013
Juris Doctor (J.D.), 3.381/4.0, Top 25% of class

Indiana State University   2007 — 2011
Bachelor of Science (B.S.), Business - Financial Services, Overall: 3.808/4.0; Major: 3.955/4.0

Ben Stamp Ben Stamp Greater St. Louis Area Details
Ben Stamp's Merrill Lynch Experience May 2011 - August 2011
Job Investment Analyst Health Care REIT
Industry Real Estate
Experience
Health Care REIT  July 2013 - Present
JPMorgan Chase  June 2012 - August 2012
Merrill Lynch   May 2011 - August 2011
Highlands Tennis Club   May 2011 - August 2011

Skills
Financial Modeling, Market Research, Financial Analysis, Valuation, Real Estate, Microsoft Office, Finance, Asset Management, Due Diligence, Real Estate Economics, Data Analysis

Education
Indiana University - Kelley School of Business   2009 — 2013
Bachelor of Science (B.S.), Real Estate and Finance

Samidh Pareek Samidh Pareek Greater Philadelphia Area Details
Samidh Pareek's Merrill Lynch Experience June 2006 - July 2006
Job Marketing Analytics Senior Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   December 2014 - Present
HSBC  October 2013 - December 2014
Capital One (Formerly HSBC Cards USA)   November 2010 - March 2013
University of Alberta  September 2008 - November 2010
University of Cape Town  May 2007 - July 2007
Merrill Lynch   June 2006 - July 2006

Skills
Credit Risk, SAS, Statistical Modeling, Data Analysis, Analytics, Data Mining, Predictive Analytics, Financial Modeling, SAS programming, Matlab, Statistics, Business Process..., Business Analysis, Credit, Predictive Modeling

Education
University of Alberta   2008 — 2010
M.Sc., Process Control (Chemical Engineering)

Indian Institute of Technology, Madras   2004 — 2008
Bachelor of Technology, Chemical Engineering

Santosh Singhal Santosh Singhal Greater New York City Area Details
Santosh Singhal's Merrill Lynch Experience April 2009 - February 2011
Job Vice President at BNY ConvergEx
Industry Financial Services
Experience
ConvergEx Group  January 2014 - Present
American Express  September 2011 - January 2014
Credit Suisse  February 2011 - September 2011
Merrill Lynch   April 2009 - February 2011
UBS Investment Bank  September 2007 - February 2009
Credit Suisse  September 2005 - September 2007
Wells Fargo  August 2004 - September 2005
Thomson Financial  March 2004 - September 2004
Verizon  February 2003 - March 2004

Skills
Web Services, C#, WinForms, WCF Services, Microsoft SQL Server, Oracle PL/SQL..., Rules Engines, Equities, Options, Payment Systems, Electronic Trading, WPF Development, LINQ, SDLC, WCF, Requirements Analysis, Agile Methodologies, PL/SQL

Education
IIT Roorkee   1994 — 1998
Bachelor of Engineering (B.Eng.), Engineering

Villanova University

Roger Plew Roger Plew Greater New York City Area Details
Roger Plew's Merrill Lynch Experience 1986 - 2008
Job at
Industry Government Relations
Experience
Bordentown Township   Planning Board memberBordentown TownshipNovember 2011 - Present
Merrill Lynch   1986 - 2008
United States Air Force  February 1966 - December 1990

Skills
Equities, Investment Banking, Trading Systems, Fixed Income, Securities, Options, Derivatives, Asset Management, Trading, Alternative Investments, Commodity, Capital Markets, Financial Services

Education
Indiana State University   1974 — 1982
BS, Computer Science/Accounting

Chelsea Allan Chelsea Allan Jacksonville, Florida Area Details
Chelsea Allan's Merrill Lynch Experience May 2015 - Present
Job Customer Service Representative Merrill Lynch
Industry Accounting
Experience
Merrill Lynch   May 2015 - Present
Merrill Lynch   September 2013 - Present
Harbeson, Fletcher and Bateh LLP, CPA   December 2012 - May 2013
BCBGMAXAZRIAGROUP  January 2011 - January 2012
Tijuana flats  April 2010 - May 2011
Shindig Irish Restaurant and Pub   May 2008 - December 2008
Indian River Community College  April 2006 - May 2008

Skills
Accounting, Auditing, Tax, Microsoft Excel, Financial Accounting, Financial Reporting, Income Tax, Access, Account Reconciliation, Financial Analysis, General Ledger, Budgets, Bookkeeping, Internal Controls, Microsoft Office, Teamwork, Customer Service, Time Management

Education
University of North Florida - College of Business Administration   2010 — 2012
BBA, Accounting/ Finance Services

Indian River State College   2006 — 2007
Associate in Arts, Accounting

Francesco D'Andrea, AWMA® Francesco D'Andrea, AWMA® Greater New York City Area Details
Francesco D'Andrea, AWMA®'s Merrill Lynch Experience May 2005 - August 2006
Job
Industry Financial Services
Experience
UBS  July 2014 - Present
BNY Mellon  April 2009 - June 2014
Merchant Cash and Capital LLC  September 2008 - December 2008
Wells Fargo  May 2007 - August 2007
Merrill Lynch   May 2005 - August 2006

Education
Indiana University - Kelley School of Business   2004 — 2008
Bachelor's Degree, Finance

Millburn High School, NJ   2000 — 2004

Jayanth Krishnan Jayanth Krishnan Greater New York City Area Details
Jayanth Krishnan's Merrill Lynch Experience June 2002 - August 2002
Job Management Consultant
Industry Financial Services
Experience
McKinsey & Company  December 2012 - Present
Bank of America  June 2010 - May 2012
International Monetary Fund  April 2009 - May 2010
Magnetar Capital  July 2008 - March 2009
The Wharton School, University of Pennsylvania  March 2008 - June 2008
Banc of America Securities  July 2007 - February 2008
Merrill Lynch   June 2002 - August 2002

Skills
Capital Markets, Econometrics, Corporate Finance, Operations Research, Strategy, Finance, Risk Management, Financial Economics, Asset Management, Quantitative Analytics, Monetary Policy, Asset Managment, Regulations, Financial Risk, Alternative Assets, Analytics, Equities, Financial Modeling, Hedge Funds, Investment Banking, Mergers, Portfolio Management, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   2002 — 2007
PhD, Empirical Finance and Supply Chain Management

Stanford University   2000 — 2002
MS, Financial Engineering (MS&E)

Indian Institute of Technology, Madras   1996 — 2000
B.Tech, Naval Architecture

Eric Engelhardt Eric Engelhardt New York, New York Details
Eric Engelhardt's Merrill Lynch Experience January 1994 - January 1999
Job Market Trust Director at US Trust
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Management  2009 - Present
Wells Fargo Advisors  2003 - 2009
Prudential Financial  1999 - 2003
Merrill Lynch   January 1994 - January 1999

Skills
Certified Financial..., Certified Trust and..., Chartered Life..., Accredited Asset..., Accredited Wealth..., Estate Planning, Private Banking, Trust Services, High Net Worth..., Wealth

Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)

Rollins College
BA

Villanova University School of Law
JD

Brad Sowles Brad Sowles Fort Wayne, Indiana Area Details
Brad Sowles's Merrill Lynch Experience September 2011 - May 2012
Job Logistics Specialist at BUCHANAN HAULING & RIGGING
Industry Financial Services
Experience
BUCHANAN HAULING & RIGGING  June 2015 - Present
Fort Wayne Umpires / College Baseball Umpires Association   January 2000 - Present
PAR North America  August 2014 - June 2015
Tower Hill Trading  January 2014 - August 2014
Howard Bailey Financial, Inc.   February 2013 - June 2013
Raymond James  May 2012 - November 2012
Merrill Lynch   September 2011 - May 2012
TESCO Bus   January 2011 - September 2011
Starcraft Bus   May 2005 - December 2010

Skills
Retirement Planning, Series 7, Retirement, Investments, Strategic Financial..., Estate Planning, Uniform Combined State..., Fixed Annuities, Key Account Development, Sales Management, Account Management, Sales Prospecting, Sales Presentations, Wealth Management, 401k, Mutual Funds, Equity Research, Equity Trading, Options Strategies, Stock Option, Long Term Care Insurance, Life Insurance, Strategy, Finance, Financial Planning

Education
Indiana University - Kelley School of Business   1999 — 2003
Bachelor of Science, Business with Psychology Minor

Dekalb High School

Aaron Winer, CPA, MBA Aaron Winer, CPA, MBA Greater Chicago Area Details
Aaron Winer, CPA, MBA's Merrill Lynch Experience June 2008 - August 2008
Job Audit and Enterprise Risk Services at Deloitte
Industry Financial Services
Experience
Deloitte  August 2012 - Present
ITW  May 2011 - August 2011
Belgacom  April 2011 - May 2011
Chicago Board of Trade  May 2008 - August 2010
Merrill Lynch   June 2008 - August 2008
David S. Levinson CPA   January 2007 - March 2007

Skills
Auditing, General Ledger, Accounting, Valuation, Financial Analysis, Finance, Management, Portfolio Management, Financial Accounting, Financial Reporting, Data Analysis, Access

Education
Kelley School of Business, Indiana University   2010 — 2012
Master of Business Administration, Accounting: Financial Analysis

Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Business Administration; Accounting and Finance

Bradley Kritzer Bradley Kritzer Los Angeles, California Details
Bradley Kritzer's Merrill Lynch Experience January 2004 - March 2007
Job Vice President at Pegasus Investments
Industry Real Estate
Experience
Pegasus Investments  May 2012 - Present
Equity One, Inc.   May 2008 - December 2011
Kimco Realty Corporation  March 2007 - May 2008
Merrill Lynch   January 2004 - March 2007

Education
Indiana University - Kelley School of Business   1998 — 2002
B.S., Business Process Managment/Operations Management

Atish Kakodkar Atish Kakodkar Greater New York City Area Details
Atish Kakodkar's Merrill Lynch Experience January 2002 - April 2009
Job Credit Market Specialist at Bloomberg LP
Industry Financial Services
Experience
Barclays  August 2013 - November 2014
AnalytixInsight  March 2011 - July 2013
CreditSights  June 2009 - September 2010
Merrill Lynch   January 2002 - April 2009
Merrill Lynch   August 1997 - January 2002

Education
The University of Texas at Austin   1995 — 1997
MBA

North Carolina State University   1992 — 1994
MS

Indian Institute of Technology, Madras   1988 — 1992
B.Tech.

Chris Teichert Chris Teichert Greater Chicago Area Details
Chris Teichert's Merrill Lynch Experience May 2011 - August 2011
Job Performance Engineer at General Motors
Industry Information Technology and Services
Experience
Indiana University Kelley School of Business  August 2014 - May 2015
Campus Tutoring Services  February 2012 - May 2014
National Financial Partners  June 2013 - August 2013
PwC  May 2012 - July 2012
Merrill Lynch   May 2011 - August 2011
Levy Restaurants  May 2011 - August 2011

Skills
Microsoft Excel, Accounting, Teamwork, Analysis, Financial Modeling, PowerPoint, Project Management, Financial Accounting, Team Leadership, SAP, IT Strategy, Public Speaking, Program Management, LoadRunner, Scripting, Tutoring, Process Improvement, Consulting, Market Research, Visual Basic, BPMN, Marketing, Access, Self-Service Business..., Data Analysis, Leadership

Education
Indiana University - Kelley School of Business   2014 — 2015
Master's Degree, Information Systems, 3.8/4.0

Indiana University - Kelley School of Business   2010 — 2014
Bachelor's Degree, Finance & Operations Management, 3.7/4.0

New Trier High School   2006 — 2010
High School

Chirag Jatwani Chirag Jatwani Greater Chicago Area Details
Chirag Jatwani's Merrill Lynch Experience June 2004 - August 2004
Job Manager at Infosys Consulting Inc.
Industry Management Consulting
Experience
Infosys Consulting Inc.  July 2013 - Present
Infosys Consulting Inc.  June 2010 - July 2013
Infosys Consulting Inc.  May 2008 - May 2010
PricewaterhouseCoopers  June 2007 - January 2008
Capgemini  July 2005 - September 2005
Merrill Lynch   June 2004 - August 2004

Skills
Strategy, Business Strategy, Analysis, Business Process, Financial Analysis, Outsourcing, Business Intelligence, Program Management, Management Consulting, Management, Acquisition Integration, Analytics, Cross-functional Team..., Customer Strategy, Customer Experience, Product Management, Project Portfolio..., Strategic Analysis, Pricing, Process Improvement, Integration, Mergers & Acquisitions, Project Management, Team Management, Consulting

Education
Indiana University - Kelley School of Business   2006 — 2008
MSIS, Information Systems

Indiana University - Kelley School of Business   2001 — 2005
B.S. in Business, Finance, Marketing and International Business

David Brezik, CFP® David Brezik, CFP® Greater New York City Area Details
David Brezik, CFP®'s Merrill Lynch Experience October 2001 - September 2004
Job Vice President, Retirement Product Head at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  January 2012 - Present
B & N Retirement Strategies, LLC   July 2009 - December 2011
UBS Financial Services, Inc  November 2004 - April 2009
Merrill Lynch   October 2001 - September 2004
Fidelity Investments  February 1987 - September 2001

Skills
Retirement Planning, IRA Rollover Capture, IRA Product Management, Sales Management, IRAs, Digital Marketing, Wealth Management, Financial Planning, Relationship Management, Annuities, 401k, Training & Development, Retirement Marketing

Education
Indiana University - Kelley School of Business
B.S., Finance

Andrean High School

Brian Lafata Brian Lafata Indianapolis, Indiana Area Details
Brian Lafata's Merrill Lynch Experience July 2008 - August 2008
Job Accounting Professional
Industry Accounting
Experience
JPMorgan Chase  August 2009 - April 2010
SportsPlus of Terre Haute, dba. Beef ‘O’ Brady’s   February 2006 - August 2009
Beef 'O' Brady's   February 2006 - August 2009
Kemper CPA Group  February 2009 - April 2009
Merrill Lynch   July 2008 - August 2008

Education
Indiana State University - Scott College of Business   2004 — 2009
Bachelor's of Science, Accounting, Forensic Accounting, Management Information Systems

Terre Haute South Vigo High School   2000 — 2004
Core 40, General

Cerena Kovanda Cerena Kovanda Greater Chicago Area Details
Cerena Kovanda's Merrill Lynch Experience June 2008 - August 2008
Job Senior IT Auditor at United Airlines
Industry Information Technology and Services
Experience
United Airlines  July 2013 - Present
KPMG  July 2012 - July 2013
KPMG  July 2010 - July 2012
Indiana University Bloomington  August 2009 - August 2010
KPMG Advisory  June 2009 - August 2009
Indiana University Bloomington - Kelley School of Business  January 2006 - August 2009
Merrill Lynch   June 2008 - August 2008

Skills
Business Analysis, Microsoft Office, Visio, Microsoft Excel, Data Analysis, SQL, SharePoint, IT Audit, Analysis, Management Consulting, Project Management, Sarbanes-Oxley Act, Information Security, Access, IT Strategy

Education
Indiana University - Kelley School of Business   2008 — 2010
MS, Information Systems

Indiana University - Kelley School of Business   2005 — 2009
BS, Finance

Ellen Foster Curtis Ellen Foster Curtis Greater Chicago Area Details
Ellen Foster Curtis's Merrill Lynch Experience May 1997 - August 1999
Job Dean of the College of Business and Public Administration at Governors State University
Industry Higher Education
Experience
Governors State University  July 2008 - Present
Penn State Great Valley School of Graduate Professional Studies   August 1999 - June 2008
AACSB   2005 - 2007
Merrill Lynch   May 1997 - August 1999

Skills
Leadership Development, Higher Education, Leadership, Teaching, Student Affairs, Fundraising, Program Management, Public Speaking, Strategy, Curriculum Development, Entrepreneurship, Recruiting, Strategic Planning, Research, Student Development, Administration, Workshop Facilitation, Management, Program Development, Distance Learning, Career Development, Enrollment Management, E-Learning, Change Management, Community Outreach, University Teaching, Organizational..., Adult Education, Career Counseling, Data Analysis, Academic Administration, Instructional Design, Staff Development, Nonprofits, Grant Writing, Higher Education..., Academic Advising, Resume Writing, Curriculum Design, Student Recruiting, Admissions, Negotiation, Mentoring

Education
Indiana University - Kelley School of Business
DBA, Business

Indiana University - Kelley School of Business
MBA, Business

Indiana University Bloomington
AB, French, German, Urban Studies

Clyde Bethea Clyde Bethea Boynton Beach, Florida Details
Clyde Bethea's Merrill Lynch Experience August 2007 - October 2008
Job Sr IT Programmer Analyst, NextEra Energy Resources
Industry Program Development
Experience
Florida Power & Light  February 2013 - Present
Videology Group  September 2012 - February 2013
Florida School Choice Fund   July 2011 - August 2012
Pragmatic Works  April 2011 - May 2011
Infusion Technology   February 2010 - March 2011
Oceanside Ten Management LLC   February 2009 - February 2010
Acosta  October 2008 - January 2009
Merrill Lynch   August 2007 - October 2008
Matlen Silver  2007 - October 2008
University of Maryland School of Medicine  April 2002 - August 2006

Skills
.NET, C#, Web Development, ASP.NET Web API, ASP.NET, Entity Framework, KnockoutJS, Microsoft SQL Server, LINQ, Bootstrap, jQuery, T-SQL, SQL, Database Administration, ASP.NET MVC, Database Design, IIS, Photography, Programming, Databases, JavaScript, Digital Photography, TFS, Web Services

Education
Indiana Institute of Technology   1991 — 1992
CIS

Baltimore Polytechnic Institute   1987 — 1991

Jan Plish Jan Plish Greater Philadelphia Area Details
Jan Plish's Merrill Lynch Experience November 2002 - July 2006
Job AVP, Senior 401(k) Plan Administrator at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2006 - Present
Merrill Lynch   November 2002 - July 2006
Merrill Lynch   July 2001 - November 2002

Skills
Fixed Income, Series 7, Equities, Wealth Management, Securities Lending, Trading Systems, CDS, Electronic Trading, Prime Brokerage, Middle Office, Fixed Income Trading, Corporate Actions, Series 63, Equity Trading, Fixed Income Products, Credit, Bonds, Settlements, Trading, Securities, MS Word, Excel, Siebel, iGate, Bridge, Margin Bookkeeping, Stock Options, Restricted Stock, MS Powerpoint, Stocks, Margin, FINRA, ETFs, Mutual Funds

Education
Indiana State University   1975 — 1979
BS, Home Ec/Business

Dean Raskin Dean Raskin Greater New York City Area Details
Dean Raskin's Merrill Lynch Experience May 2010 - August 2010
Job EM ETF Trader at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets  November 2014 - Present
RBC Capital Markets  July 2012 - October 2014
RBC Capital Markets  June 2011 - August 2011
Merrill Lynch   May 2010 - August 2010
Merrill Lynch   May 2009 - August 2009

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science, Business Administration with a focus on Finance, Cumulative GPA: 3.85 / 4.00

Amanda Neenan Amanda Neenan Jacksonville, Florida Details
Amanda Neenan's Merrill Lynch Experience April 2013 - Present
Job Operations Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2013 - Present
SunTrust Bank  July 2011 - June 2012
Kraft Foods  June 2010 - July 2011

Skills
Series 7, Series 66, Customer Service, Time Management, Data Entry, Sales Presentations, Self-driven, Cash Handling Experience, Cold Calling, Inventory Management, 10 Key, Interpersonal..., Account Management, CRM, Sales, Microsoft Suites, Bookkeeping, Management, Pipeline Management, E-payments, Scheduling Tools, Instructor-led Training, Face to Face Sales, Customer Satisfaction, Marketing, Microsoft Office, Finance, Leadership, Banking

Education
University of North Florida - College of Business Administration   2012 — 2015
Master of Business Administration (MBA), Finance, General

University of Florida   2007 — 2009
Bachelor of Science, Economics

Indian River Community College   2004 — 2006
Associate of Arts (A.A.), Accounting

Rami Alnajjar Rami Alnajjar Norfolk, Virginia Area Details
Rami Alnajjar's Merrill Lynch Experience May 2003 - July 2003
Job Looking for a new challenge
Industry Oil & Energy
Experience
Black Bull Options   June 2012 - Present
AGL Resources  January 2011 - April 2012
Cleco Corporation  October 2008 - November 2010
Charles Schwab  February 2008 - October 2008
A.G. Edwards & Sons, Inc.   May 2007 - September 2007
Brown Gibbons Lang & Company LLC   May 2006 - September 2006
SUPERIOR SOUND   July 1999 - December 2004
Merrill Lynch   May 2003 - July 2003
ANMAR FOR DEVELOPMENT   December 1996 - December 1998

Skills
Tactical Asset..., Asset Management, Corporate Finance, Financial Reporting, Mergers, Corporate Treasury, Valuation, Financial Modeling, Treasury Management, Asset Managment, Investments, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Analysis, Investment Banking, Equities, Finance, Trading, Management, Financial Analysis

Education
CFA Institute   2011 — 2014

Indiana University - Kelley School of Business   2004 — 2007
BS, Finance

Jason Papadakos Jason Papadakos Indianapolis, Indiana Area Details
Jason Papadakos's Merrill Lynch Experience 2004 - 2006
Job Owner, Legacy Auction Services
Industry Real Estate
Experience
Legacy Auction Services   January 2008 - Present
Merrill Lynch   2004 - 2006

Education
Indiana State University   1993 — 1997

Jacob Shine Jacob Shine Bloomington, Indiana Details
Jacob Shine's Merrill Lynch Experience June 2012 - August 2012
Job Student at Indiana University Kelley School of Business
Industry Financial Services
Experience
Manitoba Corporation   December 2013 - Present
Florian Financial Group   May 2014 - August 2014
Delta Sonic  April 2013 - August 2013
Lancaster Recycling and Sales   June 2012 - August 2012
Merrill Lynch   June 2012 - August 2012

Skills
Leadership, Time Management, Teamwork, Analysis, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Market Research, Customer Satisfaction, Data Entry, Quantitative Analysis, Coaching and Mentoring, Microsoft Word, Public Speaking, Microsoft Office, New Business Development

Education
Indiana University - Kelley School of Business   2013 — 2017
Finance and Business Analytics, Sophomore

Williamsville East High School   2009 — 2013

Benji Liener Benji Liener Dallas, Texas Details
Benji Liener's Merrill Lynch Experience June 2015 - August 2015
Job Financial Advising Intern at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   June 2015 - August 2015
Malabar capital   May 2014 - August 2014
Paranet  May 2013 - August 2013
A&A Optical  June 2007 - August 2012
Yavneh Academy of Dallas  August 2008 - June 2012

Skills
Marketing, Strategic Planning, Microsoft Excel, Microsoft Word, Bloomberg, Finance, Management, Investments, Financial Analysis, People Skills, Inventory Management, Business Strategy, Bloomberg Terminal, Logistics, InDesign, Illustrator, Photoshop, SharePoint, Microsoft Office, PowerPoint, Teamwork

Education
Indiana University - Kelley School of Business   2012 — 2016
Finanace and Marketing

Yavneh Academy   2008 — 2012
High School Diploma, 4.0

Julie Noll Julie Noll Knoxville, Tennessee Area Details
Julie Noll's Merrill Lynch Experience February 1997 - February 2000
Job Independent Insurance Agent
Industry Insurance
Experience
Tate Insurance Group   August 2010 - 2015
Merrill Lynch   February 1997 - February 2000

Education
Roane State Community College
Associate's degree, Occupational Therapist Assistant

Indian River State College

Eric Veale Eric Veale Chicago, Illinois Details
Eric Veale's Merrill Lynch Experience June 2009 - August 2009
Job Associate Finance at IndCor Properties
Industry Accounting
Experience
IndCor Properties  June 2014 - Present
PwC  September 2012 - June 2014
Beta Alpha Psi  December 2010 - December 2011
PNC  May 2011 - August 2011
Merrill Lynch   June 2009 - August 2009
Kelley School of Business  January 2009 - May 2009

Skills
Financial Accounting, Financial Reporting, Auditing, Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Finance

Education
Indiana University - Kelley School of Business   2007 — 2012
B.S., Majors: Accounting and Finance Minor: Economics and Political Science

Indiana University Bloomington   2007 — 2012
BS, Accounting and Finance

Christopher Bogojevich Christopher Bogojevich Chicago, Illinois Details
Christopher Bogojevich's Merrill Lynch Experience May 2010 - July 2010
Job Associate at The Pritzker Organization
Industry Venture Capital & Private Equity
Experience
The Pritzker Organization  September 2015 - Present
Deutsche Bank Securities  August 2013 - July 2015
Deutsche Bank Securities  June 2012 - August 2012
Huron Consulting Group  June 2011 - August 2011
4th Gear Consulting   May 2011 - June 2011
Merrill Lynch   May 2010 - July 2010
Crawford Interiors   June 2007 - August 2009

Education
Indiana University - Kelley School of Business   2008 — 2012
BS in Business, Finance and Economic Consulting

Michael Wendling Michael Wendling Dallas/Fort Worth Area Details
Michael Wendling's Merrill Lynch Experience 2000 - 2005
Job Senior Vice President at BBVA Compass
Industry Banking
Experience
BBVA Compass  May 2011 - Present
CIT Healthcare  July 2007 - June 2009
GE Healthcare FInancial Services  2005 - 2007
Merrill Lynch   2000 - 2005
Bank of Texas  1999 - 2000
Physician Reliance Network   1996 - 1998
Heller Financial  1992 - 1994
Citicorp  1985 - 1992
Security Pacific Bank  1984 - 1985
InterFirst Bank Dallas  1981 - 1984

Skills
Commercial Lending, Loans, Underwriting, Credit, Portfolio Management, Banking, Management, Mergers & Acquisitions, Commercial Banking, Finance, Cash Management, Asset Based Lending, Corporate Finance, Investment Banking, Financial Analysis

Education
Indiana University - Kelley School of Business   1977 — 1981
BS, Finance

Prateek Singh Prateek Singh New York, New York Details
Prateek Singh's Merrill Lynch Experience July 2010 - July 2011
Job Financial Applications Engineer at Bloomberg LP
Industry Financial Services
Experience
Rutgers University  September 2011 - December 2012
Bloomberg LP  June 2012 - August 2012
Merrill Lynch   July 2010 - July 2011

Skills
VBA, Matlab, Bloomberg, C++, Derivatives, Quantitative Finance, Commodities, R, Stochastic Calculus, JavaScript, C, XML Schema, Databases, Trading, Monte Carlo Simulation, Microsoft Office, Commodity, SQL

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2012
M.S, Mathematical Finance

Indian School of Mines   2006 — 2010
B.Tech, Electrical Engineering

Jared Zuflacht, CIMA® Jared Zuflacht, CIMA® Greater New York City Area Details
Jared Zuflacht, CIMA®'s Merrill Lynch Experience October 2008 - March 2013
Job Director at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities  March 2013 - Present
Merrill Lynch   October 2008 - March 2013
Wachovia  June 2004 - October 2008
Morgan Stanley  September 2002 - June 2004

Skills
Portfolio Management, Capital Markets, Investments, Equities, Asset Management

Education
University of Pennsylvania - The Wharton School   2010 — 2010

Indiana University - Kelley School of Business   1998 — 2002
B.S.

Douglas May Douglas May Greater Boston Area Details
Douglas May's Merrill Lynch Experience 1995 - 2000
Job Chief Financial Officer at Associated Home Care, Inc.
Industry Accounting
Experience
Marathon Consulting Partners, LLC   January 2012 - Present
Associated Home Care, Inc.   January 2012 - Present
May Advisors, LLC   January 2003 - Present
McGladrey  2010 - 2011
Galbraith CPA Group, LLC   2003 - 2009
United States Army Reserve  1989 - 2005
Fortune Industries, Inc.   August 2000 - December 2002
Raintree LLC   1999 - 2001
Merrill Lynch   1995 - 2000
PwC Consulting  1993 - 1995

Skills
Tax, Mergers, Restructuring, Accounting, Private Equity, Internal Controls, Finance, Cash Flow, Forecasting, Strategy, Risk Management, Budgets, SEC filings, GAAP, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Strategic Planning, Financial Accounting, Cash Management, Leadership, Human Resources, Management, QuickBooks, Executive Management, Small Business, Venture Capital, Process Improvement, Financial Audits, CPA, Banking

Education
Villanova University   2009 — 2009
Six Sigma Green Belt and Lean Six Sigma

Indiana University - Kelley School of Business   1985 — 1990
BS, Accounting and Finance

Eric Cohen Eric Cohen Greater New York City Area Details
Eric Cohen's Merrill Lynch Experience May 2009 - June 2009
Job FATCA at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank  March 2015 - Present
Elite Hedge Fund   December 2014 - January 2015
Stout Risius Ross  July 2013 - June 2014
Ocean Tomo  June 2012 - August 2012
Merrill Lynch   May 2009 - June 2009

Skills
Financial Modeling, Finance, Research, Capital IQ, Analysis, Equity Valuation, DCF Valuation, Data Analysis, Microsoft Excel, Competitive Analysis, Excel, Bloomberg, Investment Banking, Business Valuation, PowerPoint, Writing, Analytical Skills, Intellectual Property..., Quality Control

Education
Indiana University - Kelley School of Business   2009 — 2013
B.S., Finance with Business Honors; Minor, Psychology

Training The Street

Harihar Gupta Harihar Gupta Bloomington, Indiana Details
Harihar Gupta's Merrill Lynch Experience June 2010 - August 2010
Job MBA Candidate Consulting Academy at Indiana University Kelley School of Business
Industry Higher Education
Experience
ADP  February 2015 - April 2015
Scottrade  October 2011 - August 2014
Scottrade  September 2010 - September 2011
Merrill Lynch   June 2010 - August 2010
Abercrombie & Fitch  September 2006 - November 2007

Skills
Wealth Management, Series 7, Client Relations, Client Presentation, Team Leadership, Time Management

Education
Indiana University - Kelley School of Business   2015 — 2017
Master of Business Administration (MBA), Business Analytics, Corporate Innovation

Rutgers, The State University of New Jersey - Rutgers Business School   2008 — 2011
Bachelor of Science, Finance

Ramana Krosuri Ramana Krosuri Greater New York City Area Details
Ramana Krosuri's Merrill Lynch Experience 1994 - 2001
Job President at Millennium Info Tech inc
Industry Information Technology and Services
Experience
Millennium Info Tech inc   January 2002 - Present
Merrill Lynch   1994 - 2001
IBM  June 1992 - August 1994

Education
Rutgers University – Camden
Master of Business Administration (M.B.A.)

Indian Institute of Technology, Madras
MS, Electrical Engineering

Osmania University
Bachelor’s Degree, Electronics and Communications Engineering

Neerali Shah Neerali Shah New York, New York Details
Neerali Shah's Merrill Lynch Experience May 2008 - August 2008
Job Project Manager at Bonobos
Industry Apparel & Fashion
Experience
Bonobos  March 2015 - Present
AYR   August 2013 - March 2015
Bonobos  August 2012 - August 2013
Bonobos  July 2011 - August 2012
Bonobos  June 2010 - August 2010
Merrill Lynch   May 2008 - August 2008

Education
Universitat Pompeu Fabra   2010 — 2010
International Business

Indiana University - Kelley School of Business
Bachelor of Science in Business, Finance & Intl. Business

Andrew McDonald Andrew McDonald Greater Chicago Area Details
Andrew McDonald's Merrill Lynch Experience June 2012 - April 2014
Job Principal at Oaktree Capital Corporation
Industry Financial Services
Experience
Oaktree Capital Corporation   October 2014 - Present
AP McDonald and Co   January 2012 - September 2014
Merrill Lynch   June 2012 - April 2014
Greenline Financial Technologies  September 2007 - November 2011
JPMorgan Chase  March 2007 - September 2007
Mellon Bank  September 2004 - November 2006
Sands Brothers Ltd   September 2003 - September 2004
PwC  January 2003 - April 2003

Skills
Asset Allocation, Investment Advisory, International Business..., Global Strategic..., Financial Management, Financial Analysis, Market Opportunity..., Prospect Research, Market Research, Electronic Trading, Accounting, Account Management, Equity Capital Markets, Derivatives, Contract Negotiation, Pricing Strategy, Pricing Negotiation, Portfolio Management, Competitive Analysis, Resource Management, Marketing Strategy, Risk Management, Strategic Planning, Fixed Income, Business Development, Hedge Funds, Options, CRM, Managerial Finance, Capital Markets, Market Data, Trading Systems, Trading, Emerging Markets

Education
Indiana University - Kelley School of Business   2011 — 2014
MBA Candidate, Finance - International Business

Michigan State University   2000 — 2003
BA, Eli Broad College of Business - Accounting Major - Minor Economics

Orchard Lake St. Mary

Jonathan Schalliol Jonathan Schalliol Indianapolis, Indiana Area Details
Jonathan Schalliol's Merrill Lynch Experience May 2000 - October 2002
Job Director of Organization Innovation at The Heritage Group
Industry Executive Office
Experience
The Heritage Group  August 2014 - Present
The Heritage Group  November 2012 - August 2014
Heritage Environmental  September 2011 - November 2012
Plug and Play Tech Center  May 2010 - November 2010
WisdomTools  October 2002 - May 2010
Automotive Training Managers Council   2005 - 2009
Merrill Lynch   May 2000 - October 2002
Apple Inc.  1997 - 2001
PowerConsulting LLC   1997 - 2001
Ernst & Young  1999 - 1999

Skills
Business Development, Strategic Partnerships, Product Marketing, Entrepreneurship, Social Media Marketing, Strategic Planning, Product Development, P&L Management, Leadership, Negotiation, Program Management, Strategy, CRM, Product Management, Competitive Analysis, Start-ups, Cross-functional Team..., Business Strategy, Business Planning, Corporate Development, Market Research

Education
Indiana University - Kelley School of Business
MBA, Corporate Innovation & Marketing

Indiana University Bloomington
Bachelor of Science, Computer Information Systems

Park Tudor School

Wilson Coval Wilson Coval Zionsville, Indiana Details
Wilson Coval's Merrill Lynch Experience May 2013 - August 2013
Job Student at the Kelley School of Business
Industry Financial Services
Experience
Indiana University Auditorium  August 2014 - Present
Eli Lilly and Company  May 2015 - July 2015
Bank of Ireland  June 2014 - July 2014
Wulber CPAs, LLC   June 2013 - August 2013
Merrill Lynch   May 2013 - August 2013

Skills
Community Service, Athletics, Teamwork, Leadership, Communication, Management, Social Media, Data Analysis, Social Networking, Team Leadership, Microsoft Excel, Time Management, Public Speaking

Education
Indiana University - Kelley School of Business   2012 — 2016
Bachelor of Science (BS), Accounting and Finance

Zionsville Community High School   2008 — 2012
Academic Honors Diploma

Jennifer Sever Jennifer Sever Dallas, Texas Details
Jennifer Sever's Merrill Lynch Experience June 2011 - August 2011
Job Assurance Senior at EY
Industry Financial Services
Experience
EY  August 2015 - Present
EY  October 2014 - July 2015
Ernst & Young  January 2013 - September 2014
Indiana University School of Optometry  May 2010 - August 2012
Merrill Lynch   June 2011 - August 2011
Ernst & Young  January 2011 - March 2011
Stifel Nicolaus  May 2009 - January 2010
Kemper CPA Group LLP  June 2007 - August 2008

Skills
Excel, Word, Outlook, Salesforce.com, Thomson One, Microsoft Excel, Accounting

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science (BS), Accounting and Finance

Namrata Gandhi Namrata Gandhi San Francisco Bay Area Details
Namrata Gandhi's Merrill Lynch Experience January 2014 - Present
Job Vice President at Merrill Lynch
Industry Banking
Experience
Merrill Lynch   January 2014 - Present
Merrill Lynch   August 2010 - January 2014
GE Capital  September 2005 - February 2009
GE Capital  2003 - 2005

Education
The University of Chicago - Booth School of Business   2007 — 2009
MBA, Finance; Accounting; Economics

Indiana University - Kelley School of Business   1999 — 2003
B.S., Computer Information System; Business Process Management

Darcie Sheehan Darcie Sheehan Terre Haute, Indiana Details
Darcie Sheehan's Merrill Lynch Experience July 2007 - December 2008
Job UBS
Industry Financial Services
Experience
UBS  December 2008 - Present
Merrill Lynch   July 2007 - December 2008

Education
Indiana State University   2011 — 2013
Master of Arts (M.A.), English Literature (British and American Literature)

Indiana State University
Bachelor of Science (B.S.), English

Katherine Sewell Katherine Sewell Cincinnati, Ohio Details
Katherine Sewell's Merrill Lynch Experience June 2014 - August 2014
Job Wealth Management Intern at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch   June 2014 - August 2014
The Pink Box   August 2012 - August 2014
Indian Hill High School  August 2012 - June 2013
Indian Hill High School  August 2011 - June 2013

Skills
Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Sales, Social Media, Leadership, Team Leadership, Finance, Event Planning, Access

Education
Indiana University - Kelley School of Business   2013 — 2017

Indian Hill High School   2009 — 2013
Diploma with Honors

Usman Chaudhary Usman Chaudhary Indianapolis, Indiana Area Details
Usman Chaudhary's Merrill Lynch Experience January 2015 - May 2015
Job Student at Indiana University Kelley School of Business
Industry Financial Services
Experience
Valeo Financial Advisors LLC  August 2015 - Present
Merrill Lynch   January 2015 - May 2015
Innovation to Enterprise Central   September 2013 - May 2014
Simons Bitzer & Associates  January 2014 - April 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Java, HTML

Education
Indiana University - Kelley School of Business   2011 — 2015
Bachelor’s Degree, Accounting and Finance

Kyle Worthy Kyle Worthy Fort Wayne, Indiana Details
Kyle Worthy's Merrill Lynch Experience June 2015 - August 2015
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2015 - August 2015
Hotel Fort Wayne   September 2014 - May 2015
Ann Arbor Country Club Inc   March 2012 - August 2014

Skills
Computer Security, IT Service Management, Public Speaking, Bartending, Food & Beverage, Customer Service, Inventory Management

Education
Indiana Institute of Technology   2013 — 2017

Dexter High School   2009 — 2013

Alexandra Flis Alexandra Flis Chicago, Illinois Details
Alexandra Flis's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2012 - Present
Towers Watson  June 2011 - September 2012
Intel Corporation  May 2010 - August 2010

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Oracle, Quantitative Analytics, Fixed Income, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Estate Planning, Finance, Financial Modeling, Portfolio Management, Management, Marketing, Social Media, Leadership, Customer Service, Investments, PowerPoint

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Business; Finance

Fremd High School   2003 — 2007
High School

Steven Sanders Steven Sanders Grand Rapids, Michigan Details
Steven Sanders's Merrill Lynch Experience August 2012 - December 2013
Job Chief Connector at Cobblestone Business Connections, LLC
Industry Financial Services
Experience
Cobblestone Business Connections, LLC   March 2015 - Present
Young Ideas, dba   May 2010 - Present
Merrill Lynch   August 2012 - December 2013
Georgetown Charter Township   February 2012 - November 2012
Charter Communications  October 2006 - April 2010
Commercial Loan/Business Strategy Adviser   January 2005 - October 2006
Independent Bank  2004 - 2004
Flagstar Bank  May 2002 - December 2003
Comerica Bank  2000 - 2002
Huntington National Bank  1999 - 2000

Skills
Banking, Loans, Strategic Planning, New Business Development, Competitive Analysis, Financial Analysis, Customer Satisfaction, Commercial Lending, Leadership, Integrity, Inter-personal, Team Leadership, Commercial Banking, Management, Sales Management, Strategic Thinking, Sales Presentations, Business Strategy, Life Insurance, Business Analysis, Sales, Account Management, Customer Service, Disability Insurance, Business Relationship..., Competitive Intelligence, Commercial Mortgages, Real Estate Economics, Finance, Drive for Results, Financial Management, Competitive Strategies, Capital Markets, Relationship Development, Prospects, Innovation Management, Small Business Lending, Marketing, Business Networking, Commercial Real Estate..., Commercial Real Estate, Overseas Experience, Social Networking, Commercial Finance, Real Estate Finance, Petroleum Geology, Corporate Lending, Middle Market, Portfolio Management, Investments

Education
Indiana University - Kelley School of Business   1984 — 1986
MBA, Finance

Michigan State University   1976 — 1981
BS, Geologic Sciences

Dana Wei Dana Wei San Francisco, California Details
Dana Wei's Merrill Lynch Experience May 2009 - August 2009
Job Account Executive at Okta, Inc.
Industry Information Technology and Services
Experience
Okta, Inc.   February 2014 - Present
Okta, Inc.   December 2012 - January 2014
Corporate Executive Board  June 2012 - October 2012
DVAEYC   February 2012 - May 2012
University of Pennsylvania: International Programs Department   June 2010 - August 2010
Merrill Lynch   May 2009 - August 2009
Ding Hao Chinese School of the CCAGP   September 2005 - July 2009

Education
Indiana University - Kelley School of Business
Bachelor of Science in Business, Marketing and International Business

Richmond, The American International University in London

Daniel P Thompson Daniel P Thompson Indianapolis, Indiana Area Details
Daniel P Thompson's Merrill Lynch Experience April 2004 - October 2014
Job The Thompson Wealth Management Group
Industry Financial Services
Experience
The Thompson Wealth Management Group of RBC Wealth Management   October 2014 - Present
Merrill Lynch   April 2004 - October 2014
V4 Consulting  1999 - 2002
Ernst & Young  1994 - 1999

Skills
Financial Analysis, Asset Management, Financial Modeling, Fixed Income, Investments, Series 7, Strategic Financial..., Strategic Planning, Financial Planning, Leadership

Education
Indiana University - Kelley School of Business   1989 — 1994
BS, Accounting, Finance

Billy Gibbs Billy Gibbs Greater Nashville Area Details
Billy Gibbs's Merrill Lynch Experience January 2005 - May 2005
Job Senior Associate at Avison Young
Industry Commercial Real Estate
Experience
Avison Young  September 2015 - Present
Cushman & Wakefield Cornerstone Commercial   January 2012 - September 2015
Cassidy Turley  May 2005 - January 2012
Companhia Siderurgica Nacional, LLC   March 2005 - May 2005
Merrill Lynch   January 2005 - May 2005
Thompson's Motorsports   August 2002 - March 2005

Skills
Brokerage, Asset Managment, Real Estate, Leases, Negotiation, Investment Properties, Financial Analysis, Selling, Business Development

Education
Indiana State University   2001 — 2005
B.S., Finance

Elizabeth George Elizabeth George Louisville, Kentucky Area Details
Elizabeth George's Merrill Lynch Experience March 1993 - May 1999
Job Director, Executive Communications and Planning at Humana
Industry Hospital & Health Care
Experience
Humana  August 2014 - Present
Humana  June 2011 - August 2014
Humana  April 2007 - June 2011
Louisville Visual Art Association  May 2003 - February 2005
Discover Consulting   January 2000 - April 2002
Merrill Lynch   March 1993 - May 1999

Skills
Change Management, Strategic Planning, Management Consulting, Leadership, Public Relations, Strategy, Strategic Communications, Leadership Development, Marketing Communications, Mergers & Acquisitions, Human Resources, Recruiting, Project Management, Management, Healthcare, Nonprofits, Training

Education
Indiana University - Kelley School of Business   1982 — 1986
B.S., Marketing

Indiana University Bloomington   1982 — 1986
B.S., Marketing

Brian Moeljadi Brian Moeljadi Greater Los Angeles Area Details
Brian Moeljadi's Merrill Lynch Experience May 2005 - September 2005
Job MBA Candidate at UC Berkeley Haas School of Business (Class of 2017)
Industry Marketing and Advertising
Experience
Bowld Foods   July 2014 - Present
Evolve Media, LLC  January 2013 - June 2014
Evolve Media, LLC / Gorilla Nation Media   January 2012 - December 2012
Evolve Media, LLC / Gorilla Nation Media   July 2010 - December 2011
Indiana University Field Hockey   August 2008 - July 2010
Gorilla Nation Media  June 2009 - August 2009
Sothebys International Realty  May 2007 - August 2007
Merrill Lynch   May 2005 - September 2005

Skills
Microsoft Excel, comScore, Microsoft Office, DART for Publishers, Google Analytics, Salesforce.com, PowerPoint, New Business Development, Business Development, Corporate Development, Marketing Strategy, Business Strategy, Salesforce, Adobe Creative Suite, adops, Marketing, Blogging, Digital Media, Online Advertising

Education
University of California, Berkeley, Haas School of Business   2015 — 2017
Master of Business Administration (MBA)

Indiana University - Kelley School of Business
BS, Marketing, Sports Marketing and Management, 3.7

Danish Institute for Study Abroad
International Business

University of Melbourne
International/Global Studies

Harvard Westlake High School

Andrew Katona Andrew Katona Indianapolis, Indiana Details
Andrew Katona's Merrill Lynch Experience May 2015 - Present
Job Global Wealth Investment Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2015 - Present
EverGreen Recreational Vehicles, LLC.   May 2013 - August 2013
Brunos Pizza  June 2010 - July 2013

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Investment Management, Social Media, Teamwork, Marketing, Time Management

Education
Indiana University - Kelley School of Business   2012 — 2016
Finance, General

Katie Musser Katie Musser Fort Wayne, Indiana Area Details
Katie Musser's Merrill Lynch Experience March 2011 - July 2011
Job Recent Graduate of Indiana Institute of Technology
Industry Human Resources
Experience
Merrill Lynch   March 2011 - July 2011
Steuben County Prosecutors Office   August 2009 - December 2009

Skills
Microsoft Office, Oral Communications, Writing Skills

Education
Indiana Institute of Technology   2010 — 2012
MBA, Business Administration/HR, 3.97

Ohio Northern University—Claude W. Pettit College of Law   2006 — 2009
JD, Law

Rochester Institute of Technology   2002 — 2006
Bachelor of Science (BS), Criminal Justice/Psychology

Dare Olonoh Dare Olonoh San Francisco Bay Area Details
Dare Olonoh's Merrill Lynch Experience July 2009 - March 2011
Job Senior Account Executive, Financial Services at Salesforce
Industry Internet
Experience
Drawbridge, Inc.   August 2013 - July 2014
Quantcast  October 2012 - September 2013
Quantcast  April 2011 - September 2012
Merrill Lynch   July 2009 - March 2011
ReelLife Music   January 2007 - April 2009
Procter & Gamble  April 2006 - March 2007
Pfizer Pharmaceuticals  May 2004 - August 2005

Skills
Online Advertising, Sales, Display Advertising, SEM, Digital Media, Advertising, Business Development, Direct Response, Salesforce.com, Management, Marketing, Mobile Advertising, Digital Marketing, Strategy, CRM, Mobile Devices, New Business Development, Leadership, Cross-functional Team..., Cold Calling, Email

Education
Indiana University - Kelley School of Business   2001 — 2006
BS, Finance

North Central High School

Bruce Bielfield Bruce Bielfield Miami, Florida Details
Bruce Bielfield's Merrill Lynch Experience August 1976 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 1976 - Present

Skills
Securities, Fixed Income, Investments, Equities, Capital Markets, Series 7, Alternative Investments, Hedge Funds, Asset Allocation, Mutual Funds, Wealth Management, Portfolio Management, Investment Advisory, Strategic Planning, Financial Analysis, Public Speaking, FINRA, Series 63

Education
Indiana State University
Bachelor's degree, Political Science and Government

Indiana State University
Bachelor's degree, Economics

University of Miami School of Law
Doctor of Law (JD), Law

Andrew Bastnagel Andrew Bastnagel Charlotte, North Carolina Details
Andrew Bastnagel's Merrill Lynch Experience May 2005 - August 2005
Job AVP; Project Manager at Bank of America
Industry Banking
Experience
Bank of America  February 2013 - Present
Bank of America  May 2010 - February 2013
Bank of America  November 2007 - May 2010
Public Employees Retirement Fund (PERF)   2008 - 2009
Bank of America  May 2007 - August 2007
Merrill Lynch   May 2005 - August 2005

Skills
Six Sigma, Project Management, Change Management, Leadership, Risk Management, Process Improvement, SharePoint, Operations Management, Project Planning, Business Process..., Training, Microsoft Office, Time Management, Integration, Process Management, Visio, Data Analysis, Forecasting, Problem Solving, XP, MS Project, Agile Methodologies, User Acceptance Testing, Facility Closures, Cross Functional Team..., Management, Information Technology, Strategic Planning

Education
Indiana University - Kelley School of Business   2012 — 2014
Master of Business Administration

Purdue University   2003 — 2007
College of Technology, Oranizational Leadership

Brebeuf Jesuit   1999 — 2003

SPX

Benita Raichandani Benita Raichandani Greater Chicago Area Details
Benita Raichandani's Merrill Lynch Experience July 2008 - August 2008
Job Business Systems Analyst at Grainger
Industry Information Technology and Services
Experience
Grainger  September 2013 - Present
Grainger  September 2011 - September 2013
Citi  June 2010 - August 2010
Merrill Lynch   July 2008 - August 2008

Skills
Data Analysis, SAP, Business Analysis, Process Improvement, Financial Analysis, Visio, Microsoft Excel, Microsoft Office, Vendor Management, Accounting, Access, SQL, Teradata SQL

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science (B.Sc.) in Business, Finance and Accounting

Indian High School, Dubai

Brent Cherry Brent Cherry Greater New York City Area Details
Brent Cherry's Merrill Lynch Experience October 2004 - August 2008
Job Sr. Manager at Toys R Us
Industry Retail
Experience
Toys R Us  January 2015 - Present
Toys R Us  May 2013 - January 2015
Toys R Us  August 2011 - May 2013
Toys "R" Us   June 2010 - August 2011
Pfizer  May 2009 - August 2009
Merrill Lynch   October 2004 - August 2008

Skills
Financial Modeling, Financial Analysis, Budgets, Wealth Management, Asset Allocation, Omnichannel, E-commerce, Corporate Finance, Forecasting, Strategic Financial..., Analytics, Portfolio Management, Analysis, Investments, Financial Planning, Competitive Analysis, Management, Leadership

Education
University of St.Gallen   2010 — 2010
MBA, ISP

Indiana University - Kelley School of Business   2008 — 2010
MBA, corporate finance, strategic management

Miami University   1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General

Chase Focht Chase Focht Bloomington, Indiana Details
Chase Focht's Merrill Lynch Experience May 2014 - August 2014
Job Student at Indiana University Kelley School of Business
Industry
Experience
Merrill Lynch   May 2014 - August 2014
Hallbrook Country Club  August 2012 - August 2013
Waterway Carwash  April 2012 - August 2012

Skills
Communication, Work Ethic, Highly Motivated, Spanish, Persuasiveness

Education
Indiana University - Kelley School of Business   2013 — 2017

Blue Valley North High School   2009 — 2013

Scott Regan Scott Regan Greater New York City Area Details
Scott Regan's Merrill Lynch Experience July 2013 - July 2013
Job Student at Indiana University
Industry Accounting
Experience
BDO USA, LLP  June 2015 - Present
Indiana University  August 2012 - Present
New York-Presbyterian Hospital  June 2013 - August 2013
Merrill Lynch   July 2013 - July 2013
The Village Club  May 2012 - August 2012
PSCH  May 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Leadership, Access, Data Analysis, Databases, Social Media, Tutoring, Volunteering, Facebook

Education
Indiana University - Kelley School of Business   2012 — 2016
Accounting and Finance

UCSD   2010 — 2010

Bill Fessel Bill Fessel Indianapolis, Indiana Area Details
Bill Fessel's Merrill Lynch Experience June 2000 - October 2004
Job Vice President Team Leader SBA Underwriting at PNC
Industry Banking
Experience
PNC  January 2012 - Present
PNC Financial Services Group  August 2010 - February 2012
PNC  June 2005 - August 2010
LaSalle Bank  October 2004 - May 2005
Merrill Lynch   June 2000 - October 2004

Skills
Loans, Underwriting, Commercial Lending, Credit, Small Business Lending, Financial Analysis, Banking, Commercial Banking, Credit Analysis, Financial Modeling, Portfolio Management, Finance, Risk Management, Corporate Finance, Capital Markets

Education
Indiana University - Kelley School of Business   2007 — 2009
MBA, Finance

University of Evansville   1996 — 2000
BS-Mathematics

Scott G. Murray Scott G. Murray Holmdel, New Jersey Details
Scott G. Murray's Merrill Lynch Experience 2008 - October 2012
Job FISHER INVESTMENTS
Industry Financial Services
Experience
Fisher Investments  July 2015 - Present
Citi  October 2012 - Present
Merrill Lynch   2008 - October 2012

Skills
Portfolio Management, Trading, Series 7, Equities, Securities, Financial Risk, Financial Services, Series 63, Wealth Management, Finance, Mutual Funds, Financial Markets, Investment Advisory, Retirement Planning, Investments, Fixed Income, Capital Markets, Proprietary Trading, Electronic Trading, Banking, Asset Managment, Retirement, Risk Management, Bonds, Strategic Financial..., Wealth Management..., Credit, Loans, 401k

Education
Indiana State University   1973 — 1977
BS, Science

David Shrum David Shrum Sullivan, Indiana Details
David Shrum's Merrill Lynch Experience April 1996 - January 1999
Job Business Consultant
Industry Management Consulting
Experience
Shrum Consulting Group   June 2012 - Present
Colonial Life  March 2012 - June 2012
English Academy of Rio   November 2010 - December 2011
Brameri   January 2008 - November 2011
GLOBALEYE BRAZIL   January 2010 - January 2011
Mahoney & Associates  January 2007 - March 2009
Summit Brokerage Services  August 2004 - January 2007
RSM McGladrey  June 2003 - November 2004
Mutual of America  February 1999 - May 2003
Merrill Lynch   April 1996 - January 1999

Skills
Wealth Management, Negotiation, Real Estate, Management, Retirement Planning, Coaching, Benefits Administration

Education
University of Illinois at Urbana-Champaign   1974 — 1976

Indiana State University

J Mark DeSantis J Mark DeSantis Terre Haute, Indiana Area Details
J Mark DeSantis's Merrill Lynch Experience October 1999 - December 2008
Job Vice President, Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  December 2008 - Present
Merrill Lynch   October 1999 - December 2008

Education
Indiana State University   1987 — 1991
Bachelor of Science, Aerospace Technology, Business

Christopher Huxley Christopher Huxley Indianapolis, Indiana Area Details
Christopher Huxley's Merrill Lynch Experience August 2011 - January 2012
Job Cofounder at Trendly
Industry Military
Experience
Trendly   April 2015 - Present
US Army  June 2008 - Present
Mobilify Technology Inc.   January 2014 - Present
Bearface Instructional Technologies LLC   August 2014 - Present
Localstake   February 2013 - June 2013
Merrill Lynch   August 2011 - January 2012
Innovation to Enterprise Initiative   August 2011 - December 2011
Kelley School of Business  May 2011 - December 2011

Education
Indiana University - Kelley School of Business   2010 — 2014
BS, Finance

The London School of Economics and Political Science (LSE)   2013 — 2013
International Finance

Investment Banking Institute   2012 — 2012

Brian Lafata, CPA MBA Brian Lafata, CPA MBA Indianapolis, Indiana Area Details
Brian Lafata, CPA MBA's Merrill Lynch Experience July 2008 - August 2008
Job Accounting at City Real Estate Advisors, Inc.
Industry Commercial Real Estate
Experience
City Real Estate Advisors, Inc.   January 2015 - Present
City Real Estate Advisors, Inc.   November 2013 - December 2014
Hamilton Center, Inc.   June 2012 - October 2013
Beef 'O' Brady's   February 2006 - June 2012
JPMorgan Chase  August 2009 - May 2010
Kemper CPA Group  February 2009 - April 2009
Merrill Lynch   July 2008 - August 2008

Skills
Accounting, Financial Analysis, Financial Forecasting, Strategic Leadership, Accounts Payable, Accounts Receivable, Account Reconciliation, Process Improvement, Customer Relations, Customer Service, Inventory Management, Sales Management, Payroll, Business Planning, Sales

Education
Indiana State University - Scott College of Business   2010 — 2011
MBA, Business Administration

Indiana State University   2004 — 2009
Bachelor of Science, Accounting

Deborah O'Reilley Deborah O'Reilley United States Details
Deborah O'Reilley's Merrill Lynch Experience June 1972 - September 1973
Job V.P. at ReBath Designs fo Indpls./Cabinetpak
Industry
Experience
ReBath Designs fo Indpls./Cabinetpak   January 2011 - Present
Indianapolis Public Schools  September 1975 - June 2005
The Indianapolis Star  1974 - 1975
Merrill Lynch   June 1972 - September 1973

Education
Indiana University-Purdue University at Indianapolis   1977 — 1980
Masters +45, Education

Indiana State University   1969 — 1972
BS, Elementary Ed.

Travis Blessing Travis Blessing Indianapolis, Indiana Area Details
Travis Blessing's Merrill Lynch Experience March 2007 - December 2014
Job Vice President, Sr. Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC  January 2015 - Present
Merrill Lynch   March 2007 - December 2014

Skills
Portfolio Management, Customer Service, Investments, Mutual Funds, Wealth Management, Finance, Leadership

Education
Indiana State University   1995 — 1999

Amit Girdhar Amit Girdhar Greater New York City Area Details
Amit Girdhar's Merrill Lynch Experience October 2002 - August 2008
Job
Industry Information Technology and Services
Experience
New York Life Insurance Company  December 2013 - Present
New York Life Insurance Company  March 2012 - December 2013
Collabera  March 2012 - December 2013
Stonehenge Resources, LLC   June 2009 - February 2012
Sanofi  June 2009 - December 2011
Fidelity National Information Services  September 2008 - June 2009
CSC Covansys Corporation  October 2002 - June 2009
Merrill Lynch   October 2002 - August 2008
Innotrex   September 1999 - October 2002
BNY Mellon  October 2000 - July 2002

Skills
SDLC, Enterprise Architecture, Software Project..., Requirements Analysis, Business Analysis, Resource Management, Agile Methodologies, SharePoint, .NET, Web Development, Intranet Portals, Visual Studio, TFS, ASP.NET, ASP, Microsoft SQL Server, C#, VB.NET, Visual Basic, IIS, Microsoft Office, Windows, Solution Architecture, Management, Integration, Visio, Software Development, Project Management

Education
Indian Institute of Technology, Roorkee   1994 — 1996
ME, Systems Engineering and Operations Research

Motilal Nehru National Institute Of Technology   1990 — 1994
BE, Electrical Engineering

Narayanan Sangameswaran, CFA Narayanan Sangameswaran, CFA Greater New York City Area Details
Narayanan Sangameswaran, CFA's Merrill Lynch Experience February 2008 - October 2009
Job North America Fixed Income Rates Pricing Lead
Industry Financial Services
Experience
RBC Capital Markets  October 2009 - Present
Merrill Lynch   February 2008 - October 2009
Merrill Lynch   May 2007 - January 2008
FXall  April 2005 - April 2007
Wipro Technologies  March 2001 - March 2005
3M  July 2002 - December 2004

Skills
Fixed Income Pricing, Fixed Income Risk, US Rates Trading, Core Java, Directed Acyclic Graph, Spring, Fixed Income, SDLC, Software Project..., SQL, SOA, Oracle

Education
CFA Institute, USA   2008 — 2011
CFA, Finance

Indian Institute of Technology, Madras   1999 — 2000
M.Tech, Chemical Engg (specialized in Computational Fluid Dynamics)

University of Mumbai   1993 — 1998
BE, Chemical

Evan Koransky Evan Koransky Greater New York City Area Details
Evan Koransky's Merrill Lynch Experience 1999 - 2000
Job Commercial Real Estate Information Advisory and Consulting
Industry Commercial Real Estate
Experience
Reis  August 2006 - Present
Reis  June 2005 - August 2006
Marcus & Millichap  2004 - 2005
A.G. Edwards & Sons, Inc.   May 2003 - May 2004
Bradley Pharmaceuticals  August 2002 - September 2002
Pentech International, Inc.   June 2002 - August 2002
Merrill Lynch   1999 - 2000

Skills
Real Estate Economics, Commercial Real Estate, Real Estate, New Business Development, Investments, Financial Modeling, Sales, Financial Analysis, Real Estate Development, CRM, Capital Markets, Finance, Real Estate Financing, Real Estate Transactions, Due Diligence, Business Development, Market Research, Portfolio Management, Marketing, Excel models, Disposition, Analytics, Leases, Market Analysis, Asset Management, Corporate Finance, Loans, Microsoft Office, Contact Management, CMBS, Brokerage, Valuation, Commercial Mortgages, Sage CRM, Social Networking, sage slx, PowerPoint, GIS, Social Media, Product Development, Green Building, Direct Sales, Qualifying Prospects, Underwriting, Corporate Real Estate, Selling, Lyris, DocuSign, Strategic Prospecting, Salesforce.com

Education
New York University   2010 — 2012
MS, Real Estate Finance, 3.6

Indiana University - Kelley School of Business   2000 — 2004
B.S. Kelley School of Business, Marketing, 3.5

University of Sydney   2002 — 2002
Study Abroad Program through Butler University

Wayne Hills Highschool   1996 — 2000

Thomas Kirchner Thomas Kirchner Terre Haute, Indiana Area Details
Thomas Kirchner's Merrill Lynch Experience October 1999 - Present
Job Asst VP, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 1999 - Present
AG Edwards  December 1996 - October 1999

Education
Indiana State University   1992 — 1996

Damion Tolliver Damion Tolliver Indianapolis, Indiana Area Details
Damion Tolliver's Merrill Lynch Experience June 1993 - March 2000
Job Manager at BH Drilling
Industry Investment Management
Experience
Bright Hub LLC / BH Drilling   August 2011 - Present
TT LLC   March 2000 - Present
FSJ INC   2000 - Present
Ducks Unlimited  2001 - 2006
Bright Trading  2002 - 2004
Merrill Lynch   June 1993 - March 2000

Skills
Financial Analysis, Equities, Hedge Funds, Investments, Options, Strategic Planning, Bloomberg, Fixed Income, Portfolio Management, Analysis, Asset Management

Education
Indiana University - Kelley School of Business   1995 — 1999

Indiana University Bloomington   1995 — 1999
Management

Indiana Academy for Math and Science   1993 — 1995
Math and Science

Elkhart Central   1991 — 1993

Roosevelt Elementary   1982 — 1992

Sathi Reddy Chinta, PMP Sathi Reddy Chinta, PMP Greater New York City Area Details
Sathi Reddy Chinta, PMP's Merrill Lynch Experience January 2009 - Present
Job VP at Bank of America/Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch   January 2009 - Present
Merrill Lynch   June 2005 - December 2008
Merrill Lynch   1999 - 2005

Education
Rider University   2013 — 2016
Master of Business Administration (MBA)

Indian Institute of Technology, Kharagpur   1990 — 1992
Master of technology, Engineering

Andrew Cohen, CFA Andrew Cohen, CFA Baltimore, Maryland Details
Andrew Cohen, CFA's Merrill Lynch Experience 2002 - 2004
Job Vice President High Yield Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  2010 - Present
CapitalSource  2006 - 2009
BMO Capital Markets  2004 - 2006
Merrill Lynch   2002 - 2004

Education
The University of Chicago - Booth School of Business
M.B.A., Finance, Economics, Entrepreneurship

Indiana University - Kelley School of Business
B.S., Finance. Accounting

Chartered Financial Analyst (CFA)

Alex Shadunsky Alex Shadunsky Scottsdale, Arizona Details
Alex Shadunsky's Merrill Lynch Experience May 2006 - August 2006
Job Equity Analyst
Industry Financial Services
Experience
Avatar Securities, LLC  May 2011 - August 2011
Briefing.com  August 2007 - July 2010
Xerox  September 2006 - March 2007
Merrill Lynch   May 2006 - August 2006

Skills
Bloomberg, Equities, Asset Management, Corporate Finance, Equity Valuation, Financial Markets, Portfolio Management, Investments, Fixed Income, Finance, Financial Modeling, Financial Analysis, Hedge Funds, Equity Research, Valuation, Capital Markets

Education
Indiana University - Kelley School of Business   2010 — 2011
N/A - Completed First Year of MBA Program, Finance

Rochester Institute of Technology   2003 — 2007
Bachelor's, Finance

Satya Rao Satya Rao Greater New York City Area Details
Satya Rao's Merrill Lynch Experience 2000 - February 2001
Job Vice President | Application Development and Maintenance at State Street
Industry Financial Services
Experience
State Street  August 2015 - Present
Citi  February 2001 - Present
Merrill Lynch   2000 - February 2001
Number Six   2000 - 2000
Chase Manhattan Bank  1998 - 2000
JP Morgan  February 1996 - May 1998
Silverline Industry   1996 - 1997
Silverline Technologies  1996 - 1997

Skills
Trading Systems, SDLC, Business Analysis, Equities, Risk Management, Capital Markets, Management, Financial Services, Project Management, Fixed Income, Vendor Management, Software Project..., Portfolio Management, Derivatives, Requirements Gathering, Investment Banking, IT Strategy, Requirements Analysis, Software Development, PMO, Banking

Education
Indian Institute of Technology, Roorkee   1981 — 1983

Prithvi Ramesh Prithvi Ramesh Greater New York City Area Details
Prithvi Ramesh's Merrill Lynch Experience February 2007 - December 2008
Job Quantitative Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  July 2010 - Present
Duff & Phelps  May 2009 - July 2010
Merrill Lynch   February 2007 - December 2008

Skills
Fixed Income, Derivatives

Education
New York University   2005 — 2007
M.S. Math in Finance, mathematical finance

Indian Statistical Institute   2003 — 2005
M.Math, Mathematics

St. Stephen's College   2000 — 2003
BA Hons., Mathematics

Kris Kalapala Kris Kalapala Houston, Texas Area Details
Kris Kalapala's Merrill Lynch Experience November 2007 - May 2009
Job ETRM Developer at Cheniere Energy, Inc.
Industry Computer Software
Experience
Cheniere Energy, Inc.   July 2014 - Present
MRE Consulting  October 2010 - August 2014
Calyon  August 2009 - March 2010
Merrill Lynch   November 2007 - May 2009
OpenLink Financial  June 2005 - November 2007
DTE Energy  May 2004 - March 2005
RWE Trading  July 2002 - May 2004
JPMorgan Chase  May 2001 - July 2002

Skills
Endur, Openlink, ETRM, Commodity Markets, Commodity, Trading Systems, C#, SQL, Derivatives, Microsoft SQL Server, Swaps

Education
Indian Institute of Technology, Madras   1992 — 1996
Bachelor of Technology (B.Tech.), Chemical Engineering

Dan Weinstein, CPA Dan Weinstein, CPA Greater New York City Area Details
Dan Weinstein, CPA's Merrill Lynch Experience May 2007 - August 2007
Job Cofounder, CEO at Dunn Meadow Pharmacy
Industry Pharmaceuticals
Experience
Dunn Meadow Pharmacy   June 2015 - Present
PricewaterhouseCoopers  August 2008 - January 2015
Merrill Lynch   May 2007 - August 2007

Skills
Financial Modeling, Accounting, Due Diligence, Pharmacy, Managed Care, Pharmaceuticals, Healthcare, Marketing, Management, Medicaid, HIPAA, Medicare Part D, Patient Education, Medicare, Pharmacy Benefit...

Education
Indiana University - Kelley School of Business   2004 — 2008

Indiana University Bloomington   2004 — 2008
B/A, Finance/Real Estate, Entrepreneurship

Ashish Seth Ashish Seth Greater New York City Area Details
Ashish Seth's Merrill Lynch Experience February 2005 - September 2006
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  January 2014 - Present
RBS Markets and International Banking  January 2010 - December 2013
GIC Special Investments  September 2006 - June 2008
Merrill Lynch   February 2005 - September 2006
Banc of America Securities  August 2003 - February 2005

Skills
Investment Banking, Healthcare, Industrial Sector, Valuation, Private Equity, LBO, Financial Modeling, Equities, Alternative Investments, Financial Analysis, M&A experience, Due Diligence, Corporate Finance, Mergers, Capital Markets, Investments

Education
Indiana University - Kelley School of Business   2001 — 2003
B.Sc., Business

St. Columba's School

Jennifer Russell Jennifer Russell Sarasota, Florida Area Details
Jennifer Russell's Merrill Lynch Experience July 2003 - April 2006
Job Mommy in the Russell Household
Industry Real Estate
Experience
Russell Household   January 2011 - Present
East West Partners  February 2010 - January 2011
Slifer Smith & Frampton   August 2008 - July 2010
Sonnenalp Real Estate  June 2006 - August 2008
Merrill Lynch   July 2003 - April 2006
Morgan Stanley  March 2000 - July 2003
PricewaterhouseCoopers  October 1998 - March 2000

Education
Indiana University - Kelley School of Business   1994 — 1998
BS, Finance

Upper Arlington High School   1990 — 1994

Geoff Leffel Geoff Leffel Evansville, Indiana Area Details
Geoff Leffel's Merrill Lynch Experience February 1978 - Present
Job VicePresident at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   February 1978 - Present
MERRILL LYNCH GLOBAL PRIVATE CLIENT GROUP  1978 - Present

Skills
Asset Allocation, Customer Service, Equities, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Series 63

Education
Indiana State University   1973 — 1977

Gregory Strobel Gregory Strobel Greater Denver Area Details
Gregory Strobel's Merrill Lynch Experience July 2000 - July 2008
Job Sr. Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  August 2011 - Present
Great-West Retirement Services  December 2009 - August 2011
Charles Schwab  September 2009 - December 2009
Randstad  September 2009 - December 2009
Aurora Bank FSB  April 2009 - July 2009
Sempera Professional Services, Inc.   April 2009 - July 2009
Charles Schwab  August 2008 - April 2009
Merrill Lynch   July 2000 - July 2008
Merrill Lynch   April 1998 - July 2000
Fidelity Investments  August 1993 - April 1998

Education
Indiana University - Kelley School of Business   1991 — 1993
BS, Finance

Indiana University Bloomington   1989 — 1993
BS, Finance

Aleksandr Suurna Aleksandr Suurna Greater New York City Area Details
Aleksandr Suurna's Merrill Lynch Experience September 2006 - September 2008
Job Chief Financial Officer at Ernst Valery Investments Corp
Industry Accounting
Experience
Ernst Valery Investments Corp   November 2013 - Present
SA&A Development (SA&A, Inc.)   November 2013 - Present
Olympus Capital  September 2008 - November 2013
Merrill Lynch   September 2006 - September 2008
PricewaterhouseCoopers  September 2003 - July 2006

Skills
Financial Modeling

Education
Indiana University - Kelley School of Business   2001 — 2003
MBA, Accounting/Finance

Indiana University Bloomington   1998 — 2001
BA, Major: Accounting & International Business, Minor: Political Science

Alok Tandon Alok Tandon Greater New York City Area Details
Alok Tandon's Merrill Lynch Experience 2007 - 2009
Job VPBusiness AnalystBank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  September 2010 - Present
JPMorgan Chase  November 2009 - September 2010
Headstrong  July 2007 - September 2010
Merrill Lynch   2007 - 2009
Merrill Lynch   2007 - 2008
TCS  2001 - 2007

Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Equities, Derivatives, Equity Derivatives, SQL, Requirements Gathering, Capital Markets, Corporate Actions, Investment Banking

Education
Indian Institute of Technology, Roorkee   1999 — 2001
M.Tech, Chemical

Shivaji University   1995 — 1999
Bachelor of Engineering (B.E.), Evironmental Engg

Hrishikesh Pandey Hrishikesh Pandey Greater New York City Area Details
Hrishikesh Pandey's Merrill Lynch Experience July 2007 - May 2009
Job Software Professional in Financial Services
Industry Financial Services
Experience
Nomura Securities  February 2010 - Present
Barclays Capital  2009 - 2010
Merrill Lynch   July 2007 - May 2009
Merrill Lynch   2007 - 2008
Headstrong  2006 - 2008
Bank of America  January 2006 - July 2007
Oracle  May 2004 - January 2006

Education
Indian School of Mines   1999 — 2003
B.Tech.

Dan Hintz Dan Hintz Indianapolis, Indiana Area Details
Dan Hintz's Merrill Lynch Experience 2000 - 2006
Job Vice President Investments
Industry Investment Management
Experience
Kids Against Hunger of Central Indiana, Inc.   2007 - Present
UBS  2006 - Present
Scrum Alliance  2009 - 2013
Merrill Lynch   2000 - 2006
Renaissance Administration  1996 - 1997

Education
Indiana University - Kelley School of Business   1985 — 1989
Bachelor of Science, Finance

Durgesh Verma Durgesh Verma Greater New York City Area Details
Durgesh Verma's Merrill Lynch Experience June 2005 - April 2008
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   March 2015 - Present
Citi  May 2010 - February 2015
Barclays Capital  April 2008 - May 2010
Merrill Lynch   June 2005 - April 2008
GE Healthcare  September 2003 - May 2005
Infosys  July 2000 - September 2003

Skills
JMS, Ant, Struts, Web Services, Java, EJB, XML, SWIFT messaging, Design Patterns, TIBCO EMS, JavaScript, Multithreading, Ext JS, SOA, Spring, Trading Systems, Enterprise Architecture, Prime Brokerage, Investment Banking, Full SDLC, Agile Methodologies, Object Oriented Design, Message Oriented..., HTML5, Tortoise SVN, Service Oriented..., RESTful WebServices, Microsoft SQL Server, Oracle SQL Developer, Sonar, Servlets, Tomcat, Web Logic, Oracle Application..., AngularJS, JBoss Application Server, Sybase, Eclipse, R, XML Schema, JUnit, Ehcache, RDBMS, Maven, Shell Scripting, Web Applications, Java Enterprise..., Jenkins, Asset Management

Education
CFA Institute   2008 — 2008
Fixed Income, Equities, Derivatives, Financial Reporting, Portfolio Management, Alt Investment

Indian Institute of Technology, Roorkee   1996 — 2000
B.Engineering, Computers

Krishnan Nambiar Krishnan Nambiar Greater New York City Area Details
Krishnan Nambiar's Merrill Lynch Experience February 1991 - February 2007
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  March 2007 - Present
Merrill Lynch   February 1991 - February 2007
Chase  August 1989 - January 1991
Pershing, a BNY Mellon company  June 1988 - July 1989
Bankers Trust  December 1985 - May 1988
Royal Insurance  October 1984 - October 1985
Riyam Investments   March 1983 - September 1984
Fluor Corporation  November 1981 - July 1982

Skills
Derivatives, Asset Management, Risk Management, Financial Services, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Equities, Capital Markets, SQL, Investment Banking, Bloomberg, Portfolio Management, Trading Systems, Alternative Investments, Securities, Investments

Education
Indian Statistical Institute   1979 — 1981
Master of Technology (M.Tech.), Computer Science

Indian Institute of Technology, Madras   1977 — 1979
Master of Science (M.Sc.), Mathematics

Ravikanth Chakka Ravikanth Chakka Greater New York City Area Details
Ravikanth Chakka's Merrill Lynch Experience June 2004 - December 2010
Job Vice President at Bank Of America
Industry Financial Services
Experience
Bank of America  January 2011 - Present
Merrill Lynch   June 2004 - December 2010
JPMorgan Chase  March 2003 - May 2004
Pershing  May 2001 - February 2003
AIU Holdings  March 1999 - April 2001

Education
Indian Institute of Technology, Madras   1997 — 1999
Masters, Computer Integrated Manufacturing

Sri Venkateswara University   1992 — 1996
Bacherlors, Mechanical Engineering

Ben Thorne Ben Thorne Greater Atlanta Area Details
Ben Thorne's Merrill Lynch Experience June 2010 - October 2012
Job Campus Security Officer at The Lovett School
Industry Financial Services
Experience
The Lovett School  November 2012 - Present
Merrill Lynch   June 2010 - October 2012
TriMac Inc   March 2009 - April 2011
Wells Real Estate Funds  August 2007 - November 2008
Community Commercial Services   October 2004 - July 2006
INVESCO  March 2000 - October 2004
Franklin Templeton Investments  January 1997 - February 1998

Skills
Alternative Investments, Portfolio Management, Securities, Asset Managment, Investments, Strategic Financial..., Series 7, Mutual Funds, Financial Analysis, Series 63, Sales, Risk Management, Insurance, Marketing, 401k

Education
Indiana University - Kelley School of Business   1993 — 1997
BS, Marketing

Indiana University Bloomington   1993 — 1997
BS, Business

Krista Keller Wanko Krista Keller Wanko Carmel, Indiana Details
Krista Keller Wanko's Merrill Lynch Experience October 2005 - April 2010
Job Vice President, Senior Credit Underwriter
Industry Banking
Experience
Bank of America  April 2010 - Present
Merrill Lynch   October 2005 - April 2010
Spectrum Business Resources   September 2004 - October 2005
New Century Bank  January 2003 - September 2004
Tucker Alan  2001 - 2002

Skills
Loans, Portfolio Management, Real Estate, Credit Analysis, Credit, Underwriting, Small Business Lending, Commercial Lending, Credit Risk, Financial Analysis, Banking

Education
Indiana University - Kelley School of Business   2013 — 2017
Master of Science (M.S.), Finance

Indiana University - Kelley School of Business   1996 — 2001
Bachelor’s Degree, Finance, Real Estate and Legal Studies, 3.83

Blackford High   1992 — 1996

Morgan Anson Morgan Anson Fort Wayne, Indiana Area Details
Morgan Anson's Merrill Lynch Experience January 2008 - May 2008
Job Granduate Intern at Indiana Tech
Industry Marketing and Advertising
Experience
Indiana Tech  Assistant Varsity Volleyball CoachIndiana TechAugust 2008 - Present
Indiana Tech  September 2008 - December 2008
Merrill Lynch   January 2008 - May 2008
Three Rivers Health  May 2004 - August 2006
Vicksburg Community Schools  January 2005 - March 2006

Education
Indiana Institute of Technology   2008 — 2009
Master of Business Administration, Marketing

Indiana Institute of Technology   2006 — 2008
Bachelor of Science in Business Administration, Marketing

Kellogg Community College   2004 — 2006
Associates in Art, General Arts

Janaki Dantuluru Janaki Dantuluru Greater New York City Area Details
Janaki Dantuluru's Merrill Lynch Experience February 2010 - Present
Job Senior Business Analyst at AIG
Industry Information Technology and Services
Experience
AIG  October 2012 - Present
Merrill Lynch   February 2010 - Present
EDS, an HP company  October 2006 - February 2010
Troy Corporation  March 2004 - October 2006
TIAA-CREF  December 2000 - December 2003
EDS  September 1998 - December 2000
Long Island Savings Bank  August 1996 - August 1998
US Can Company  October 1995 - August 1996
Michigan Technological University  August 1993 - July 1995

Education
Villanova University   2009 — 2009
Certificate, Essentials of Business Analysis

Indian Institute of Technology, Madras   1990 — 1992
M.Sc, Physics

Michigan Technological University

St.Anns College for Women - Hyderabad.

Kristopher Studebaker, CFA Kristopher Studebaker, CFA Austin, Texas Area Details
Kristopher Studebaker, CFA's Merrill Lynch Experience February 2004 - March 2005
Job
Industry Capital Markets
Experience
NFP Advisor Services  March 2014 - Present
NFP Advisor Services  December 2012 - March 2014
ABN AMRO  March 2007 - January 2009
ABN AMRO  April 2005 - February 2007
Merrill Lynch   February 2004 - March 2005

Skills
Derivatives, Trading, Credit Risk, Fixed Income, Capital Markets, Equities, Financial Markets, Portfolio Management, Bloomberg, Bonds, Financial Risk, Investment Banking, Banking, Hedge Funds, Structured Finance, Credit, Alternative Investments, Due Diligence

Education
Indiana University - Kelley School of Business   1999 — 2003
Finance

Matthew Genet Matthew Genet Jacksonville, Florida Area Details
Matthew Genet's Merrill Lynch Experience August 2005 - September 2006
Job Network Marketing Professional with Vitamark
Industry Health, Wellness and Fitness
Experience
Publix  October 2008 - Present
Fidelity Investments  October 2007 - September 2008
Merrill Lynch   August 2005 - September 2006

Education
Indiana University - Kelley School of Business   1994 — 1998
Finance, Finance/Real Estate

Shree Verma Shree Verma Greater New York City Area Details
Shree Verma's Merrill Lynch Experience December 1991 - July 2001
Job Sr IT PM
Industry Financial Services
Experience
citi group  August 2011 - Present
HSBC  August 2001 - May 2011
Merrill Lynch   December 1991 - July 2001
ADP  March 1990 - December 1991

Skills
PMO, SDLC, Software Project..., Business Analysis, DB2, Software Development, Databases, Database Design, Requirements Analysis, Visio, Enterprise Architecture, IT Strategy, PMP, Vendor Management, Project Portfolio..., Data Warehousing, Business Requirements, IT Management, Business Intelligence, Requirements Gathering, Project Delivery, Systems Analysis, Resource Management, Integration, Solution Architecture, Disaster Recovery, ITIL

Education
Indian Institute of Technology, Kharagpur
Bachelor of Technology (BTech)

Polytechnic University of NY
MS, Industrial Engineering

Brittany Schaefer Brittany Schaefer Saint Louis, Missouri Details
Brittany Schaefer's Merrill Lynch Experience May 2008 - August 2008
Job Merchandiser Manager Central District at Bunge
Industry Food Production
Experience
Bunge  March 2015 - Present
Bunge  June 2012 - February 2015
Bunge  May 2010 - July 2012
Brock Associates  May 2009 - August 2009
Merrill Lynch   May 2008 - August 2008
Merrill Lynch   May 2007 - August 2007

Skills
Commodity, Agriculture, Agribusiness, Risk Management, Hedging, Trading, Commodity Risk..., Logistics, Economics, Commodity Markets, Valuation, Trading Systems, Credit, Grain

Education
Indiana University - Kelley School of Business   2014 — 2016
Master of Business Administration (MBA)

Purdue University   2014 — 2016
Master of Science (M.S.), Agricultural Economics

University of Illinois at Urbana-Champaign   2006 — 2010
Bachelor of Science (BS), Agricultural Economics

Brian Rorick Brian Rorick Greater Denver Area Details
Brian Rorick's Merrill Lynch Experience April 2002 - February 2007
Job CoFounder, Partner Aveo Capital Partners
Industry Financial Services
Experience
Aveo Capital Partners   July 2011 - Present
UBS Financial Services  February 2007 - August 2011
Merrill Lynch   April 2002 - February 2007
Independent Managment Consultant   March 1999 - March 2002
Cap Gemini Ernst & Young  August 1996 - March 1999

Skills
Wealth Management, Alternative Investments, Retirement Planning, Series 7, Financial Planning, Investments, Finance

Education
Indiana University - Kelley School of Business   1991 — 1996
Bachelors, Accounting & Computer Information Systems

Bishop Dwenger High School   1988 — 1991

Ryan Bedwell Ryan Bedwell Seattle, Washington Details
Ryan Bedwell's Merrill Lynch Experience May 2006 - December 2006
Job Candidate for Master of Business Administration at University of Washington
Industry Higher Education
Experience
Univar  July 2015 - Present
University of Washington  January 2014 - June 2015
University of Washington, Michael G. Foster School of Business   September 2013 - June 2015
Univar  June 2014 - March 2015
Seattle Children's  January 2014 - April 2014
Lincoln Financial Group  November 2010 - August 2013
Lincoln Financial Group  September 2008 - November 2010
Lincoln Financial Group  August 2007 - August 2008
Merrill Lynch   May 2006 - December 2006

Skills
Business Analysis, Financial Analysis, Insurance, Analysis, Finance, Investments, Access, Financial Services, Requirements Gathering, Leadership, Risk Management, Data Analysis, Project Management, Process Improvement, Visio, PL/SQL, Databases, Pricing Analysis

Education
University of Washington, Michael G. Foster School of Business   2013 — 2015
Candidate for Master of Business Administration, Finance and Strategy

Indiana Institute of Technology   2003 — 2007
Bachelor of Science (BS), Accounting, Cum Laude

Sri Vasudevan, Ph.D. Sri Vasudevan, Ph.D. West Palm Beach, Florida Area Details
Sri Vasudevan, Ph.D.'s Merrill Lynch Experience January 2005 - January 2011
Job DivineSounds.org
Industry Professional Training & Coaching
Experience
http://DivineSounds.org   January 2015 - Present
Gardens Wealth Management   February 2011 - January 2015
Merrill Lynch   January 2005 - January 2011

Skills
Microsoft Excel, Investments, Wealth Management, Portfolio Management, Business Strategy, Banking, Financial Modeling, Strategic Financial..., Investment Advisory, Asset Management, Series 7, Finance, Equities, Financial Services

Education
University of California, Berkeley   1977 — 1981
Ph.D., Statistics

University of California, Berkeley   1977 — 1981
M.S., Computer Science

Indian Statistical Institute   1974 — 1976
M. Stat, Statistics

Loyola College
B.Sc.

Gary Manowitz, CPA Gary Manowitz, CPA Miami/Fort Lauderdale Area Details
Gary Manowitz, CPA's Merrill Lynch Experience April 2006 - August 2007
Job Finance Director at H.I.G. Capital
Industry Financial Services
Experience
H.I.G. Capital   November 2012 - Present
Cerberus Capital Management  August 2007 - November 2012
Merrill Lynch   April 2006 - August 2007
Price Waterhouse Coopers  September 2003 - April 2006

Skills
Fund Accounting, Asset Based Lending, Controller, Hedge Funds, Product Control, MBA, CPA, Managerial Experience, Private Equity, Audit, Loan Origination, Distressed Debt, GAAP, CLO, Waterfalls, Management, Corporate Finance, Asset Management, Banking, Fixed Income, Capital Markets, Valuation, Options

Education
Indiana University - Kelley School of Business   2001 — 2003
MBA, Accounting

Indiana University - Kelley School of Business   1998 — 2002
BS, Accounting

W.T. Clarke High School

Scott Culp Scott Culp Terre Haute, Indiana Area Details
Scott Culp's Merrill Lynch Experience January 2000 - November 2001
Job PCA Pharmacy
Industry Pharmaceuticals
Experience
PCA Pharmacy  August 2015 - Present
Vibrant Home Health Care   September 2011 - Present
Automated Fuels   January 2010 - November 2011
Self Employed  November 2001 - December 2009
Merrill Lynch   January 2000 - November 2001
I.T. Travel   January 1991 - December 1999

Skills
New Business Development, Strategic Planning, Advertising, Marketing Strategy, Public Speaking, Healthcare

Education
Indiana State University   1989 — 1991

University of Louisville   1988 — 1989

David Kereiakes David Kereiakes Cincinnati Area Details
David Kereiakes's Merrill Lynch Experience May 2008 - August 2008
Job Sr. Associate at River Cities Capital Funds
Industry Financial Services
Experience
River Cities Capital Funds  June 2012 - Present
Great American Financial Resources  August 2010 - June 2012
Great American Advisors, Inc.   August 2009 - June 2012
Merrill Lynch   May 2008 - August 2008
Procter & Gamble  May 2007 - August 2007

Skills
Series 7, Series 63, Series 66, Investments, Series 24, Venture Capital, Venture Financing, Uniform Combined State..., Securities, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Valuation, Corporate Finance, Finance, Financial Analysis

Education
Xavier University - Williams College of Business   2010 — 2011
MBA

Indiana University - Kelley School of Business   2005 — 2009
BS Finance

Krishna Chaitanya Narni Krishna Chaitanya Narni New Brunswick, New Jersey Details
Krishna Chaitanya Narni's Merrill Lynch Experience July 2013 - Present
Job Technology Associate at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch   July 2013 - Present
Rutgers University  September 2012 - May 2013
CBS Interactive  May 2012 - August 2012
Enterprise Systems and Services, Rutgers   March 2012 - May 2012
Department of Computer Science, Rutgers University   January 2012 - May 2012
BeeHyv Software Solutions Private Limited   July 2009 - July 2011
Biocon  May 2007 - July 2007

Skills
JavaScript, Ruby, Algorithms, Python, Software Engineering, Java, SQL, MySQL, XML, Front-end, Eclipse

Education
Rutgers University   2011 — 2013
MS, Computer Science

Indian Institute of Technology, Madras   2004 — 2009
Dual Degree, Biotechnology

Mega Study Circle   2002 — 2004
Higher Secondary

Chinmaya High School   1994 — 2002
Secondary School

Saumya Agrawal Saumya Agrawal Jersey City, New Jersey Details
Saumya Agrawal's Merrill Lynch Experience May 2007 - August 2007
Job Homemaker
Industry Capital Markets
Experience
Self-employed  August 2013 - Present
Murex  April 2009 - October 2009
Merrill Lynch   May 2007 - August 2007

Skills
Derivatives, Options, Quantitative Analytics, Financial Markets, Trading, Emerging Markets, Hedge Funds, Economics, Equities, Equity Research, Capital Markets, Commodity, Fixed Income, Alternative Investments, Financial Modeling, Valuation, Portfolio Management

Education
New York University   2006 — 2007
MS, Mathematics in Finance

Indian Institute of Technology, Kharagpur   2001 — 2006
5 Year Integrated Master of Science, Mathematics and Computing

CFA Institute

George Ewusie, CPA, MSF George Ewusie, CPA, MSF Greater New York City Area Details
George Ewusie, CPA, MSF's Merrill Lynch Experience September 2000 - December 2005
Job Licensed Insurance Agent
Industry Financial Services
Experience
New York Life Insurance Company  2009 - Present
AQR Capital Management (Hedge Fund)   April 2007 - November 2008
State Street  December 2005 - April 2007
Merrill Lynch   September 2000 - December 2005

Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, Financial Audits, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, GAAP, Account Reconciliation, Auditing, Internal Audit, Managerial Finance, US GAAP, Life & Health Insurance..., Long Term Care Insurance, Strategic Planning, Account Management, Asset Protection, Income Protection, Personal Finance, Wealth Preservation...

Education
Indiana University - Kelley School of Business
Master of Science (MSc) Finance, Finance

University of Cape Coast
B'COM HONS

Al Andrews Al Andrews Greater Philadelphia Area Details
Al Andrews's Merrill Lynch Experience May 2005 - November 2005
Job Senior Manager FP&A | Cross Functional Leader | Finance | Accounting | IT | Business Analytics
Industry Food & Beverages
Experience
Campbell Soup Company  February 2012 - Present
Campbell Soup Company  January 2008 - February 2012
Campbell Soup Company  November 2005 - January 2008
Merrill Lynch   May 2005 - November 2005
Deloitte  June 2000 - May 2005

Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Analysis, Sarbanes-Oxley, Analysis, Finance, Auditing, SAP, Management, Hyperion Enterprise, Variance Analysis, Accounting, P&L, Business Process, US GAAP, Internal Audit, Data Analysis, Strategic Financial..., Total Shareowner Return..., Financial Planning, Continuous Improvement, Hyperion, IT Audit, SOX, Audit, Consolidation, Trade Marketing, Financial Reporting, Cross-functional Team..., Financial Variance..., Trade Finance, Sales Finance, Business Process..., Financial Modeling, Strategic Planning, Leadership, Budgets, Consumer Products

Education
Indiana University - Kelley School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Dual Degree Program - MBA and MS in Business Analytics, Started Program in July 2015

Villanova University   1997 — 2001
Bachelor's Degree, Dual major - Accountancy and M.I.S. (Management Information Systems)., 3.96 GPA

Mark Delamater Mark Delamater Indianapolis, Indiana Area Details
Mark Delamater's Merrill Lynch Experience December 1984 - January 1988
Job Sold my business 12/1/12. Exploring opportunities in Pension/401k Consulting and Sales
Industry Human Resources
Experience
Facts, Inc. Pension Administration   September 1989 - December 2012
Merrill Lynch   December 1984 - January 1988

Skills
Public Speaking, Strategic Planning, Negotiation, Team Building, Social Media, Event Planning, Public Relations, Marketing Strategy, Sales, Leadership Development, Management, Leadership, Business Planning

Education
Indiana State University - School of Business   1978 — 1983
Bachelor's degree, Double Majors in Finance and Marketing

Carmel High School

Carmel High School

Carmel High School

Chandrasekhar Paluri Chandrasekhar Paluri Dayton, New Jersey Details
Chandrasekhar Paluri's Merrill Lynch Experience September 2011 - Present
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2011 - Present

Skills
Business Analysis, QMF, SDLC, Fixed Income, Websphere, Sybase, JCL, Data Modeling, Derivatives, Reference Data

Education
Indian Institute of Technology, Madras

Muthu Raman Muthu Raman Plano, Texas Details
Muthu Raman's Merrill Lynch Experience December 2004 - March 2006
Job
Industry Computer Software
Experience
Citi  September 2014 - Present
Dell  December 2010 - August 2014
City of Dallas  March 2008 - November 2010
J.P. Morgan   March 2006 - March 2008
Merrill Lynch   December 2004 - March 2006

Skills
IT Strategy, Enterprise Architecture, Cloud Computing, Business Analysis, Business Process..., Program Management, ITIL, Business Intelligence, Solution Architecture, Enterprise Software, Strategy, Management Consulting

Education
Indian Institute of Technology, Madras
Computer Science

Madurai Kamaraj University
Bachelor of Technology (B.Tech.)

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