Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
TSG Reporting April 2013 - Present
Merrill Lynch August 2010 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Office..., Tax Reporting
Education
Iona College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.00
First Hawaiian Bank November 2014 - Present
Associa February 2014 - July 2014
Merrill Lynch August 2012 - May 2013
Advantus Corp. December 2007 - May 2012
Skills
Accounting, Retail, Customer Service, Microsoft Word, Budgets, Investment Banking, Financial Analysis, Accounts Receivable, Cash Management, Accounts Payable, Inventory Management
Education
Inter American University of Puerto Rico-Bayamon
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Merrill Lynch September 2011 - Present
Standard Chartered Bank January 2011 - March 2011
UC Irvine Institute of Brain Aging and Dementia November 2007 - July 2010
The Ambassador Hotel, Taipei July 2009 - August 2009
Skills
Portfolio Management, Alternative Investments, Series 7, Financial Services, Investments, Equities, Mandarin, Uniform Combined State..., Translation, Series 66, Capital Markets, Fixed Income, Due Diligence, Asset Allocation, Finance, Salesforce.com, ThomsonOne, Bloomberg Terminal, Options, Index Options, Client Relations Skills, Outlook, Microsoft Office
Education
UC Irvine 2006 — 2010
Bachelor of Arts, International Studies, Japanese Language and Literature
国際基督教大学 / International Christian University 2009 — 2009
Education Abroad Program, Contemporary Japan
Union Square Events January 2015 - Present
Better Being Catering August 2014 - December 2014
Pizzeria Delfina Burlingame December 2013 - April 2014
Delfina Restaurant May 2012 - December 2013
Quince Restaurant February 2011 - March 2012
Firefly Restaurant November 2009 - February 2011
Credit Suisse July 2006 - January 2009
Merrill Lynch June 2005 - August 2005
Skills
Leadership Development, Culinary Skills, Cooking, Menu Development, Restaurants, Pastry, Cakes, Catering, Chef, Bread, Chocolate, Restaurant Management, Pasta, Butchery, Vegetarian Cooking, Food, Recipes, Hospitality, Food Safety, Sanitation, Fine Dining, Management
Education
French Culinary Institute 2009 — 2009
Classic Culinary Arts and Restaurant Management
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Stuyvesant High School 1998 — 2002
Citi September 2014 - Present
Citi January 2013 - September 2014
TD Ameritrade July 2011 - December 2012
Citi Group December 2004 - December 2008
Merrill Lynch June 2003 - September 2004
Skills
Strategy, Core Banking, Trading Systems, Equities, Capital Markets, Financial Markets, Series 7, Fixed Income, Options, Derivatives, Financial Modeling, Project Management, Business Analysis, Business Strategy, Financial Services, Hedge Funds, Investment Banking, Portfolio Management, Wealth Management, Trading, Valuation
Education
Delhi Public School, Mathura Road
High School
Hindu College, Delhi University
B.Sc.(H), Statistics
INSEAD
MBA
Jamia Millia Islamia
Masters, Software Systems
University of Pennsylvania - The Wharton School
EXMBA
Merrill Lynch February 2014 - May 2014
U.S. Senator Charles E. Schumer (NY) June 2013 - August 2013
Quinn for New York April 2013 - June 2013
New York Life Insurance Company September 2012 - December 2012
Children's Aid Society September 2011 - May 2012
Lindamood-Bell Learning Processes June 2011 - August 2011
State Farm October 2008 - April 2010
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.)
International Baccalaureate 2008 — 2010
High School
Commack High School 2006 — 2010
International Baccalaureate Diploma
Wells Fargo Capital Finance January 2014 - Present
IDEA: Northeastern University's Venture Accelerator August 2013 - June 2014
eFront February 2013 - August 2013
Metrowest Detailing March 2007 - August 2013
Wellington Management June 2011 - January 2012
Garfield Landscaping March 2004 - July 2011
Merrill Lynch April 2009 - June 2009
Education
Northeastern University 2010 — 2014
Bachelor of Science (BS), Finance, 3.75
Institut catholique de Paris 2012 — 2012
Semester Abroad, French Studies, 4.0
University of South Carolina-Columbia 2009 — 2010
Finance, 3.95
Westborough High
Merrill Lynch November 1979 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Alternative Investments, Investment Strategies, Series 63, Strategic Financial..., Investments, Retirement, Separately Managed..., Asset Management, Portfolio Management, High Net Worth..., 401k, 401k Rollovers, IRAs
Education
Iona College
Money2020 October 2014 - Present
Barclays August 2008 - August 2014
Merrill Lynch June 2007 - July 2008
Citi December 2006 - June 2007
Citigroup August 2003 - December 2006
ABN AMRO January 1998 - August 2000
Skills
Mergers & Acquisitions, Capital Markets, Strategic Planning, Investment Banking, Mergers, Banking, Corporate Finance, Financial Modeling, Valuation, Competitive Analysis, Private Equity, Business Development, Analysis, Portfolio Management, Strategy, Corporate Development, Due Diligence, Finance, Investments, Financial Services, Strategic Financial..., Financial Planning
Education
Northwestern University - Kellogg School of Management 2002 — 2003
MBA
London School of Economics and Political Science 2000 — 2001
MSc
Institute of Business Administration 1994 — 1997
Bachelor of Business Administration (BBA)
Hollywood Real Estate Investments LLC 2004 - Present
Morgan Stanley Smith Barney 1994 - 2003
Merrill Lynch 1989 - 1994
Lee O'Dell Real Estate 1983 - 1989
Skills
Investments, Alternative Investments, Wealth Management, Investment Advisory, Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Real Estate Transactions, Brokerage, Asset Management, Banking, Equities, Investors, Valuation, Entrepreneurship, Private Equity, Corporate Finance, Finance, Securities, Funding, Portfolio Management, Credit, Venture Capital, Investor Relations, Hedge Funds, Real Estate Economics, Trading, Loans, Sales, Real Estate Development, Investment Properties, Strategic Financial..., Mergers & Acquisitions, Business Planning, Commercial Real Estate
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1980 — 1981
Master of Business Administration (MBA), Marketing
The University of Georgia 1974 — 1978
Bachelor of Business Administration (B.B.A.), Marketing and Finance
UCLA 2012 - Present
Northwestern University, Feinberg School of Medicine January 2011 - August 2012
Merrill Lynch April 2010 - December 2010
Skills
Research, SPSS, French, Qualitative Research, Statistics, Stata
Education
UCLA 2012 — 2016
Doctor of Philosophy (PhD), Sociology
Northwestern University 2006 — 2010
Bachelor of Arts (BA), Sociology
Institut catholique de Paris 2008 — 2008
French Studies, Religion
Halstead Property September 2012 - Present
Credit Suisse May 2005 - October 2010
Instinet Corporation 2002 - 2004
Merrill Lynch October 1997 - November 2001
Skills
Marketing, Equities, Real Estate, Negotiation, Options, Sales, Hedge Funds, Trading, Management, Equity Trading, Trading Systems, Investment Banking, FX Options, Fixed Income, Electronic Trading
Education
City University of London
Economics
Iona College
BBA
Lead Change Group August 2012 - Present
UBS Wealth Management March 2012 - Present
UBS Wealth Management August 2011 - February 2012
UBS Financial Services Inc. April 2007 - August 2011
Prudential Investments January 2007 - April 2007
Prudential Financial December 2003 - January 2007
Prudential Securities April 2000 - November 2003
KPMG LLP August 1998 - April 2000
Merrill Lynch November 1997 - August 1998
New York City Board of Education July 1995 - November 1997
Skills
Certified Scrum Master..., PMP, Certified Leadership..., Leadership Mentoring, Mentoring, Executive Coaching, Coaching, System Design, Systems Analysis, Data Modeling, Team Building, Idea Generation, Process Improvement, Leading Change, Agile Coach, Agile Methodologies, Leadership Development, Business, Testing, SDLC, PMO, Visio, DB2, COBOL, Vendor Management, Software Development, Business Analysis, Program Management, Access, Leadership, Databases, Cross-functional Team..., Management, Integration, Project Management, Strategy, Analysis, Enterprise Software, Team Leadership, Project Planning, Scrum, Business Requirements, IT Strategy, Project Portfolio..., Strategic Planning
Education
John Maxwell Team 2013 — 2013
The John C. Maxwell Certification Program, Coach, Trainer and Speaker
Seton Hall University 2006 — 2008
Master of Arts, in Strategic Communication and Leadership (MASCL)
The George Washington University 2001 — 2003
Masters Certificate, Project Management
Iona College 1998 — 2000
MBA, with Concentration in Information & Decision Technology Management
University Of Santo Tomas 1984 — 1988
Bsc, Accounting
Workplace Coach Institute Inc.
Certified Leadership Development Coach (CLDC)
PPCHA
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase January 2011 - October 2014
Merrill Lynch February 2010 - May 2010
TD Bank February 2009 - August 2009
TAG Securities May 2007 - August 2007
Skills
Banking, Financial Transactions, Accounting, Analysis, Asset Management, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Service, Finance, Financial Analysis, Leadership, Management, Microsoft Excel, Loans, Payments
Education
Iona College 2006 — 2010
BBA, Finance
Ganic Construction June 2015 - Present
Merrill Lynch February 2014 - June 2015
Paulson Investment Co. August 2013 - December 2013
McCarter & English Attorneys at Law June 2010 - August 2012
Assemblyman Scott T June 2010 - May 2012
Giuliani Partners, LLC January 2012 - February 2012
Skills
Legal Writing, Legal Research, Political Science, Series 7, Series 63, Microsoft Office, Microsoft Excel, Time Management, Research, Analytics, Communication, Finance, Insurance, Private Equity, Sales
Education
Ramapo College of New Jersey 2009 — 2012
Bachelor's degree, Political Science, Summa Cum Laude
Ramapo College, School of American and International Studies 2009 — 2012
Bachelor of Science, Political Science
DePaul Catholic 2004 — 2008
Iona College
Morgan Stanley Bank N.A. September 2013 - Present
Doral Bank 2011 - 2012
Bank of America January 2009 - December 2010
Merrill Lynch January 1980 - December 2008
Skills
Bloomberg, Access, Visio, Microsoft Excel, PowerPoint, SQL, Microsoft Word, MVS, Summit, Oracle General Ledger, Portfolio Management, Banking, •CFA Global Body of..., •US GAAP, Sarbanes-Oxley, Audit, Committee of Sponsoring..., •IT Systems..., Project Management, IBM 370, COBOL, MVS,..., Investment Managment, Risk Assessment, SEC Uniform Net Capital..., General Ledger Chart of..., Financial Advisor..., Broker-Dealer..., MBS Interest Income..., Balance Sheet Account..., Structured Notes, Performance Swaps, Interest Rate Swaps, FX Swaps, FX Forward Contracts, FAS52 Foreign Currency..., Capital Markets, Auditing
Education
Pace University - Lubin School of Business
MBA, Financial Management / Advanced Graduate Certificate in Accounting
Iona College
Bachelor's Degree, Psychology / Computer Science / Finance
Luxottica November 2011 - Present
Marchon Eyewear July 2002 - December 2011
E. & J. Gallo Winery January 1997 - January 1999
Philips (Norelco) 1988 - 1995
Merrill Lynch 1985 - 1988
Skills
Retail, Merchandising, Sales Management, Apparel, Customer Service, Marketing Strategy, Recruiting, Sales, Selling, Fashion, Product Development, Sales Operations, Store Management, Visual Merchandising, Wholesale, Inventory Management, Forecasting, Trade Shows, Marketing, Luxury Goods, Profit, Account Management
Education
Iona College 1988 — 1992
Master of Business Administration (MBA), Major: Management Information Systems Minor: Finance/Marketing, 3.7
Iona College 1981 — 1985
Bachelor of Business Administration (BBA), Finance/Economics, 3.3
Heritage Investment Partners, LLP December 2011 - Present
Wells Fargo Advisors August 2004 - December 2011
Smith Barney 2000 - 2004
Merrill Lynch 1995 - 2000
Merrill Lynch Global Private Client Group 1995 - 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investments, Securities, Mutual Funds, Strategic Financial..., Estate Planning, Credit, Series 63, Life Insurance, Series 7, Banking, Alternative Investments, Series 65
Education
Iona College 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Miller Place High School 1987 — 1990
USAM Group Inc. September 2014 - Present
Delta Risk LLC June 2014 - Present
NYSE Euronext July 2009 - December 2013
Merrill Lynch October 2003 - July 2009
PAX Clearing Corporation 2003 - 2005
Risk Information Systems & Consulting, LLC September 1996 - November 2003
Skills
Integration, Electronic Trading, Trading Systems, Market Data, Options, Equities, Trading, Derivatives, Financial Markets, Securities, Low Latency, Fixed Income, Series 7, Capital Markets, Risk Management, Equity Derivatives, Hedge Funds, Asset Managment, Commodity, IT Strategy, Financial Services, Order Management, Strategy, Exchange Connectivity, Market Making, Equity Trading, Financial Risk, Data Center, ETFs, Back Office, Custom Decks, Proprietary Trading, Bloomberg, Renovation, FINRA
Education
The University of Chicago - Booth School of Business 2011 — 2013
Masters, Business Administration
INSEAD
Senior Leadership Program
DeVry 1995 — 1998
BS, Electronics Engineering Technology
Bright Horizons April 2011 - Present
Citibank January 2004 - May 2005
Merrill Lynch August 2000 - September 2002
Skills
Recruiting, College Recruiting, Applicant Tracking..., Employee Relations, Human Resources, Interviews, Training, Leadership Development, HRIS, Staff Development, Performance Management, Organizational..., Temporary Placement, Coaching, Deferred Compensation, Leadership
Education
Iona College 1993 — 1997
Bachelor's degree, Business Management
Arrowgrass Capital Partners LLP July 2014 - Present
Charles Schwab July 2012 - July 2013
V & N Trading LLC October 2012 - June 2013
Merrill Lynch August 2007 - August 2012
Tribeca February 2005 - July 2007
Tribeca Global Management 2005 - 2007
Lehman Brothers July 2001 - January 2005
Skills
Equities, Equity Derivatives, Trading, Quantitative Investing, Proprietary Trading, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Quantitative Research, Options, Portfolio Management, Financial Modeling, Quantitative Finance, Trading Strategies, Research
Education
New York University 1996 — 2001
PhD, Economics
Instituto Tecnológico Autónomo de México 1990 — 1994
Licenciatura, Economia
Universidad Panamericana 1987 — 1990
Preparatoria, High School/Secondary Diplomas and Certificates
Valic November 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley April 2012 - January 2013
Classic Floors of Clifton Park October 2010 - March 2012
Carpet Warehouse January 2005 - September 2010
OMK Floor Covering, Inc January 1990 - September 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Sales, Leadership Development, Management, Sales Management, Pricing, Team Building, Analysis, Finance, Social Media Marketing, Marketing, Negotiation, Purchasing, Marketing Strategy, Leadership, New Business Development, Business Planning, Small Business, Customer Retention, Team Leadership, Market Research, Business Strategy, Contract Negotiation, Business Development, Insurance, Retail, Account Management, Strategy, Sales Operations, Entrepreneurship, Selling, Customer Satisfaction, Time Management, Real Estate
Education
Iona College 1986 — 1988
MBA, Finance
Iona College 1981 — 1985
BBA, Management
New York Life Insurance Company September 2015 - Present
Virginia Latino Advisory Board August 2014 - Present
Democratic Latino Organization of Virginia January 2014 - Present
Morgan Stanley Wealth Management May 2014 - August 2015
Hampton Roads Hispanic Chamber of Commerce January 2013 - August 2014
Merrill Lynch October 2011 - May 2014
ITESM January 2010 - December 2010
E! Entertainment Television, Why Not, Eek Models, Pure Modeling, The Firm, Conceptos... April 2007 - February 2010
EGADE Business School November 2009 - December 2009
MW Biotec S.A. de C.V January 2006 - January 2008
Skills
Risk Management, Finance, Banking, Economics, Nonprofits, Politics, Strategic Financial..., Investments, Corporate Finance, Portfolio Management, Financial Modeling, Investment Banking, Business Strategy, Equities, Strategic Planning, Asset Management, Fixed Income, Derivatives, Financial Markets, Financial Analysis, Management, Analysis, Capital Markets, Private Equity, Spanish, Wealth Management, Credit Risk, Business Analysis, Emerging Markets, Leadership, Structured Finance, Trading, Negotiation, Project Management, Credit, Econometrics, Strategy, Market Research, Entrepreneurship, Team Leadership, Financial Risk, Microsoft Office, Business Planning, Microsoft Excel, Mergers, Management Consulting, Valuation, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Communication and Media Studies
College for Financial Planning 2013 — 2013
Professional Dessignation, Accredited Asset Management Specialist
University of Notre Dame - Mendoza College of Business 2013 — 2013
Nonprofit Lobbying and Advocacy, Non-Profit/Public/Organizational Management
University of San Diego 2010 — 2010
Strategic Planning and Management, Business Administration and Management, General
Universitat Pompeu Fabra 2009 — 2010
Master, Banking and Finance
Tecnológico de Monterrey 2009 — 2009
MBA, Business Administration
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor's degree, Political Science
Instituto Tecnológico Autónomo de México 2003 — 2006
Licenciatura, Economics
Prudential Financial February 2012 - Present
Harry J Escobar Associates October 2011 - Present
Cygni Securities, LLC August 2011 - October 2011
Credit Suisse 2007 - 2011
UBS 2004 - 2007
Merrill Lynch 1998 - 2003
Lehman Brothers 1991 - 1998
Citibank 1985 - 1991
Skills
Spanish, Languages, Fixed Income, Asset Management, Securities, Compliance, Series 7, Mutual Funds, Investments, Equities
Education
Iona College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Operations Research and Finance
McLagan September 2001 - Present
Tower Hill Capital 2000 - 2001
Merrill Lynch 1997 - 2000
Gemini Consulting 1990 - 1997
Salomon Brothers 1987 - 1989
Skills
Management Consulting, Private Wealth..., Market Planning, Restructuring, Deferred Compensation, Strategy, Wealth Management..., Wealth Management, Financial Services, Venture Capital, Investment Banking, Consulting, Banking, Leadership, Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Investments, Asset Management
Education
INSEAD 1990 — 1990
MBA
Queen's University 1983 — 1987
Bachelors, Commerce
Glovista Investments LLC August 2010 - Present
Merrill Lynch July 2007 - August 2010
Sand Hill Advisors December 2000 - July 2007
Merrill Lynch February 1997 - August 1999
Oppenheimer & Co. 1995 - 1997
James Capel 1995 - 1995
PepsiCo 1993 - 1994
McKinsey & Company 1992 - 1993
Skills
Asset Allocation, Securities, Investments, Alternative Investments, Equities
Education
Thunderbird School of Global Management 1990 — 1991
Instituto Tecnológico Autónomo de México 1985 — 1989
CPA, Accounting
Houlihan Lawrence January 2009 - Present
UBS Wealth Management November 2000 - August 2008
Merrill Lynch July 1994 - August 2000
Skills
First Time Home Buyers, Real Estate, Real Estate Sales, Real Estate Negotiating, Financial Analysis, Marketing, Short sales and..., Investment Properties, Sales, Residential Homes, Condos, Sellers, Real Estate Transactions, New Homes, Buyer Representation, Management, Negotiation, Short Sales, New Home Sales, SFR, Referrals, Rentals, CRM, Investments, Banking, Selling, Finance, Buyers, Relocation, Luxury, Real Property, Single Family Homes, Property, Investors, Townhomes, Listings, ABR, Move Up Buyers, Foreclosures, Listing Homes, Seller Representation
Education
Iona College 1977 — 1979
MBA, Organizational Behavior
Iona College 1966 — 1970
BBA, Marketing
Konica Minolta Business Solutions U.S.A., Inc. February 2015 - Present
EY November 2010 - Present
KPMG LLP November 2005 - April 2010
KPMG LLP September 2003 - November 2005
Merrill Lynch August 2001 - December 2001
GE September 2000 - June 2001
Skills
Data Analysis, Analysis, Access, Business Analysis, Sarbanes-Oxley Act, Requirements Analysis, Business Process..., Process Improvement, Microsoft Office, Risk Management, CRM, Microsoft Excel, Project Management, Financial Analysis, SQL, Enterprise Risk..., Change Management, Financial Modeling, IT Audit, Accounting, Due Diligence, Vendor Management, Financial Reporting, Internal Audit, Data Analytics, MS Project, Strategic Planning, Auditing, Marketing, Master Data Management, Predictive Analytics, Tableau, SPSS, Cognos, VBScript, Data Quality, Communication Systems, HTML, MS Excel Pivot Tables, Microsoft Word, Lotus Notes, Requirements Gathering, User Acceptance Testing, Marketing Strategy, PL/SQL, VB.NET, D&B Market Insight, D&B Family Tree Finder, Business Warehouse, SAP ERP and CRM
Education
Iona College 2006 — 2010
Masters in Business Administration
Union College 1996 — 2001
Bachelor of Arts (B.A.)
Centro Norteamericano de Estudios Interculturales, Seville, Spain 1999 — 1999
Completed coursework in Spanish literature, history, and culture.
IBM September 2014 - Present
Merrill Lynch June 2014 - August 2014
RIA Database June 2013 - August 2013
Skills
Asset Management, Series 7, Investment Management, Mutual Funds, Bloomberg, Microsoft Office, Public Speaking
Education
Iona College 2011 — 2015
The Blackstone Group September 2014 - Present
The Blackstone Group June 2013 - August 2013
The Wharton School January 2013 - May 2013
The Wharton School September 2012 - December 2012
Vinson and Elkins July 2012 - August 2012
Kirkland & Ellis LLP June 2012 - June 2012
Merrill Lynch July 2011 - August 2011
Skills
French, Arabic, Spanish, Alternative Investments
Education
The Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science, Finance, Legal Studies
International College 2008 — 2009
French Baccalaureate, Economics and Social Sciences
Syracuse University July 2013 - Present
The Art Institute of Houston January 2006 - June 2013
Texas State University 2008 - 2009
Houston Community College 2007 - 2009
Marjorie Gross and Company 2004 - 2006
Aon Consulting 1999 - 2003
Carla Hall Design Group Inc. 1997 - 1998
Merrill Lynch 1991 - 1997
Milton Glaser Inc. 1996 - 1996
Skills
University Teaching, Graphic Design, Design History, Typography, Art Direction, Brand Development, Annual Report Design, Design Project..., Client Communications, Print Production, Layout, InDesign, Illustrator, Illustration, Photoshop, Web Design, Mac OS X, Project Management, Print, Concept Development, Advertising, Collateral, Catalogs, Graphics, Logo Design, Corporate Identity, QuarkXPress, Digital Illustration, Image Manipulation, Branding & Identity, Digital Photography, Image Editing, Packaging, Annual Reports, Creative Direction, Dreamweaver, Vector Illustration, Art, Brochures, Book Design, Mac, Corporate Branding, Flash, Motion Graphics, Adobe Acrobat, Pre-press, After Effects, Interaction Design, Information Graphics, User Interface Design
Education
Pratt Institute 1994 — 1999
Master of Science, Graphic Design
School of Visual Arts 1998 — 1998
Master Class with David Carson, Graphic Design
Iona College 1984 — 1988
B.A., Communication Arts, Advertising
AIG April 2013 - Present
National Grid December 2011 - April 2013
National Grid April 2009 - December 2011
Merrill Lynch October 2006 - April 2009
Merrill Lynch March 2000 - October 2006
Merrill Lynch January 1997 - March 2000
Merrill Lynch August 1992 - February 1997
Skills
Supplier Management, Strategic Planning, Cost Reduction, Procurement, Contract Management, Vendor Relations, Vendor Management, Process Improvement, P&L Management, Financial Analysis, Strategic Sourcing, Strategic Partnerships, Financial Reporting, Six Sigma, Organizational Design, Change Leadership, Supply Chain Management, Change Management, Program Management, Resource Management, Supply Management, Budgets, Sourcing, Analysis, Enterprise Software, Leadership, Outsourcing, Global Sourcing, Energy, Management, Business Transformation, Strategy, Corporate Finance, Finance, Business Strategy, Risk Management, ERP, Supplier Diversity, Governance, Public Speaking, Business Process..., Process Engineering, Supply Chain, Forecasting, Contract Negotiation, Business Planning, SAP, Operations Management, Financial Modeling, Mergers & Acquisitions
Education
Saint John's University 1989 — 1991
MBA, Finance
Iona College 1979 — 1983
BA, Accounting
Merrill Lynch October 2012 - Present
Markets Media LLC May 2010 - February 2012
Markets Media May 2010 - February 2012
Skills
Series 7, Series 63, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, Fundraising, Financial Services, Mutual Funds, ETFs, Relationship Management, Wealth Management, Business Development, Finance, Asset Allocation, Emerging Markets, Bloomberg Terminal, Capital Markets, Direct Sales, Electronic Trading, Equities, Equity Trading, Financial Markets, Hedge Funds, Marketing Strategy, New Business Development, Options, Trading
Education
Iona College 2008 — 2009
MBA, Finance
Iona College 2005 — 2008
BBA, International Buisness
Merrill Lynch March 2009 - Present
Skills
Stock Management, Risk Management, Portfolio Optimization, Portfolio Management, Stock Research, Stock Trading, Retirement Planning, Wealth Management, Wealth Preservation..., Tax-efficient Investing, Investments, Investment Strategies, Banking, Banking Solutions
Education
Trinity University 2007 — 2008
Bachelor of Science (BS), Finance, General
Iona College 2004 — 2006
Bachelor of Science (BS), Finance, General
FactSet Research Systems Inc. October 2015 - Present
Business Development Professional June 2013 - September 2015
Daiwa Securities Capital Markets November 2010 - May 2012
BNY ConvergEx Group, LLC August 2010 - November 2010
Natixis Bleichroeder Inc 2005 - October 2009
Natixis Bleichroeder Inc 2002 - 2005
Natixis Bleichroeder Inc April 1998 - 2002
Merrill Lynch June 1994 - November 1997
Skills
Relationship Management, Business Development, Sales, Program Trading, Direct Market Access, Equity Derivatives, Financial Services, Fixed Income, Hedge Funds, Trading Systems, Securities, Capital Markets, Bloomberg, Electronic Trading, Portfolio Management, Trading, Equities
Education
Iona College
BA, Computer Science
UBS FINANCIAL SERVICES October 2001 - Present
Merrill Lynch May 1985 - October 2001
Merrill Lynch May 1985 - October 2001
Education
CCNY 1970 — 1973
MA, HISTORY
Iona College 1967 — 1971
BA, HISTORY
Navillus Partners, LLC. June 2012 - Present
Capgemini January 2011 - July 2012
Fujitsu America 2008 - February 2011
Fujitsu Consulting 2000 - 2008
World Wide Technology 2005 - 2006
Rapidigm 2000 - 2006
Merrill Lynch 2004 - 2005
Unifi Inc. 2002 - 2004
ArvinMeritor 2002 - 2002
Handleman Company 2001 - 2002
Skills
Oracle E-Business Suite, Oracle Applications, ERP, Order Management, Oracle, Information Technology, Software Development, Business Intelligence, Data Warehousing, PL/SQL, Business Process..., SDLC, Business Process..., Business Analysis, EDI, PMP, Requirements Analysis, Visio
Education
Aptech Computer Education (Chennai) 1995 — 1996
HDSE, Computers
Institute of Cost and Works Accountants of India - ICWAI 1993 — 1995
Inter, Cost Accounting
University of Madras 1993 — 1995
Masters, Commerice, Finance
D.G Vaishnav Colleage 1990 — 1993
Bachelors, Commcerce, Finance
Sri Kanyaka Paramesawari Devasthanam(SKPD) School 1977 — 1990
Grade 1 to Grade 12
Bloomberg LP June 2015 - Present
Roma Pools May 2012 - Present
Merrill Lynch September 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Roma Pools May 2009 - May 2012
Skills
Client Services, Team Leadership, Microsoft Excel, Financial Analysis, Time Management, Investments, Data Analysis, Microsoft Office, Salesforce.com, Financial Market..., Easily Adaptable, Certified Pool Operator, Management, Financial Planning, Organizational..., Customer Service, Teamwork
Education
Iona College 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Westchester Community College 2009 — 2011
J.P. Morgan August 2014 - Present
State Street January 2012 - August 2014
New York Presbyterian Hospital May 2008 - December 2011
Merrill Lynch August 2010 - December 2010
Skills
Healthcare, Microsoft Excel, PowerPoint, Data Analysis, SPSS, Microsoft Word, Finance, Microsoft Office, Research, Access, Outlook, Customer Service, Hospitals, Critical Thinking, Financial Analysis, Teamwork, Fixed Income, Bloomberg, Analysis, Time Management, Financial Modeling, Financial Services, Leadership
Education
Iona College 2009 — 2011
BBA, Finance
TIAA-CREF August 2015 - Present
TD Private Bank April 2013 - April 2015
Wells Fargo Private Bank May 2010 - April 2013
US Trust/Bank of America Private Wealth Management June 2006 - March 2009
Citizens Financial Group, Inc. January 2004 - April 2006
Morgan Stanley April 1998 - January 2004
Merrill Lynch August 1989 - April 1998
Skills
Wealth Management, Investments, Portfolio Management, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Retirement Planning, New Business Development, Meteorology, Weather Forecasting, Management, Teamwork, Investment Strategies, Leadership, Tax, Securities, Comprehensive Wealth..., Project Management, Holistic Financial..., Broadcast Television
Education
Iona College 1985 — 1989
BA-Communications, Communication and Media Studies
Arthouse Inc. May 2013 - Present
Flying Colors Incorporated January 2005 - January 2012
Regus Business Centres January 2003 - January 2005
U.S. Magnetix January 1997 - January 2002
Merrill Lynch January 1989 - January 1997
Skills
Editing, Budgets, Community Outreach, Video Production, Strategic Planning, Office Management, Office Administration, Office Operations, Accounts Payable, Accounts Receivable, Human Resources, Non-profit Volunteer
Education
College of St. Thomas
Bachelor of Arts, English
International School of Brussels
Merrill lynch 1998 - Present
Education
Iona College 1993 — 1997
Bachelor's degree
Bishop hendricken 1989 — 1993
High school
EY August 2013 - Present
Doeren Mayhew January 2013 - April 2013
Ernst & Young June 2012 - August 2012
Merrill Lynch October 2011 - May 2012
Action Scolidaire 2008 - 2008
Wine Decantes 2007 - 2007
Unilever February 2006 - May 2006
Skills
Financial Analysis, Product Development, Marketing Research, Data Analysis, Excel, Accounting, Auditing, Access, Project Management, Problem Solving, QuickBooks
Education
University of Saint Thomas 2011 — 2012
Master, Accounting, 3.7/4.0
Université Lumière (Lyon II) 2009 — 2010
Master, Management of Intellectual Property, 3.81
INSEEC 2008 — 2009
Master, MBA, 3.74/4.0
Université Lumière (Lyon II) 2008 — 2009
Maitrise, Economics & Management, 3.82/4.0
UBS Wealth Management August 2006 - Present
Merrill Lynch 1994 - 2006
Skills
Portfolio Management, Investments, Series 7, Wealth Management, Asset Management, Asset Allocation
Education
Plymouth State University 1978 — 1983
BS Business Administration
International School of Brussels 1975 — 1978
East Coast Saloons - McFadden's Saloon April 2015 - Present
MetLife - Barnum Financial Group November 2014 - March 2015
MetLife - Barnum Financial Group March 2009 - October 2014
Wasabi May 2005 - May 2014
Merrill Lynch October 2008 - December 2008
UBS July 2008 - August 2008
Skills
oComputer proficiency..., Excellent phoning and..., Outstanding client..., Disability Insurance, Microsoft Excel, Marketing, Management, Insurance, Microsoft Office, PowerPoint, Life Insurance, Strategic Financial..., Social Media, Retirement Planning, Event Management
Education
Iona College 2009 — 2010
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Iona College 2005 — 2009
Bachelor of Business Administration (BBA), Finance
PNC June 2015 - August 2015
University of Pittsburgh Athletics Department January 2015 - March 2015
Merrill Lynch August 2014 - January 2015
Merrill Lynch June 2014 - August 2014
Children's Hospital of Pittsburgh September 2012 - May 2014
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Research, Teamwork, Event Planning, Facebook, English, Windows, Six Sigma
Education
University of Pittsburgh, College of Business Administration 2012 — 2016
Bachelor of Science in Business Administration
International Baccalaureate 2008 — 2012
High School
Niwot High School 2008 — 2012
International Baccalaureate Diploma
Merrill Lynch January 2014 - December 2014
Lee, Nolan, & Koroghlian,LLC- MassMutual Financial Group January 2012 - January 2014
Merrill Lynch 2008 - 2008
Skills
Series 7, Sales, Mutual Funds, Risk Management, Asset Allocation, Financial Services, Estate Planning, Retirement Planning, Cold Calling, 529 Plans, Microsoft Office, Life Insurance, Health Insurance, Term Life Insurance, Long-term Care, Client Retention..., Database Development, Marketing, Bloomberg Terminal, Finance, Insurance, Disability Insurance, Retirement, Securities, Financial Analysis, Investments
Education
Iona College 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Iona Prep 2001 — 2005
High School Degree
Vertafore April 2012 - Present
Thomson Reuters August 2010 - November 2011
Thomson Reuters July 2009 - June 2010
Thomson Reuters May 2008 - June 2009
Thomson Financial June 2007 - April 2008
Citi October 2005 - June 2007
Bloomberg LP January 1996 - October 2005
Merrill Lynch January 1995 - December 1995
Skills
Financial Markets, Sales Management, Customer Relations, Team Building, Change Management, Account Management, Program Management, New Business Development, Analysis, Team Leadership, Business Strategy, Product Development, Product Management, Asset Management, FX, Negotiation, Equities, Integration, Fixed Income, Banking, Coaching, Market Data, Research, Electronic Trading, Investments, Customer Service, Business Management, Management, Sales, Sales Operations, Strategy, CRM, Financial Services, Vendor Management, Leadership, Direct Sales, Business Development, Enterprise Software, Solution Selling, Sales Process, Salesforce.com, FX Options, Project Management, Strategic Partnerships, SaaS, Selling, Start-ups, Lead Generation, Customer Satisfaction, Business Analysis
Education
INSEAD 2010 — 2010
Leadership, Business Strategy and Change Management
United States Army Signal Corps 1987 — 1991
Communications
Irvine Company May 2014 - Present
Caisson Capital Partners February 2013 - May 2014
Forest City Enterprises June 2006 - February 2013
ClearWater Capital Partners May 2004 - May 2005
FA Technology Ventures September 2002 - May 2004
CIBC World Markets July 1999 - August 2002
PricewaterhouseCoopers, LLC September 1997 - July 1999
Merrill Lynch 1995 - 1997
Skills
Commercial Mortgages, Real Estate, Commercial Real Estate, Consulting, Real Estate Transactions, Financial Modeling, Acquisitions, Valuation, Management, Property Management, Business Strategy, Real Estate Private..., Private Equity, Residential Homes, Investment Properties, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate and Finance
University of Southern California - Marshall School of Business 1995 — 1997
BS, Finance
Alhambra High School
Alhambra High School
INSEAD
Leadership SF
Morgan Stanley May 2014 - Present
Founder - Natural Resource Supply & Logistics Firm April 2008 - Present
New York Power Authority January 2012 - May 2014
Morgan Stanley 2009 - 2012
Merrill Lynch 2008 - 2009
Morgan Stanley 2005 - 2007
Axiom Capital Management December 2003 - May 2005
Skills
Derivatives, Commodity, Trading, Commodity Markets, Risk Management, Valuation, Due Diligence, Equity Research, Series 7, Natural Gas, Financial Risk, Analysis
Education
Iona College 2001 — 2005
Bachelor of Business Administration, Finance
Morgan Stanley & Co, Inc. 2010 — 2011
Derivatives Academy
Bank of America September 2011 - Present
Pfizer February 2010 - September 2011
Pfizer December 2008 - December 2009
Merrill Lynch April 2007 - August 2008
IBM April 2002 - March 2007
Skills
MS Word, MS Excel, MS PowerPoint, Concur, Ariba, Outlook, Outlook Express, Pegasus, Lotus Notes, Lotus 123, Lotus Smartsuite, Access, Quickbooks, Hyperion Essbase..., Adobe Photoshop, Adobe Illustrator, Adobe Acrobat Pro 9, Microsoft Word, QuickBooks, Microsoft Excel, Photoshop, Adobe Acrobat, Administrative..., Leadership, PowerPoint, Spreadsheets, Customer Service
Education
Iona College 1993 — 1996
Business Management
Genie Industries July 2014 - Present
Genie Industries July 2013 - July 2014
Terex June 2011 - July 2013
Terex August 2010 - June 2011
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Office, Hyperion, Presentation Preparation, Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Accounting, Microsoft Excel, General Ledger, Variance Analysis, Process Improvement, Budgets, Balance Sheet, Corporate Finance
Education
Iona College 2006 — 2010
Bachelor of Business Administration (BBA); Bachelor of Arts, Finance; Economics, Cum Laude
Markit January 2014 - Present
SAC Capital October 2013 - January 2014
Merrill Lynch June 2012 - September 2012
Skills
Bloomberg Essentials..., Financial Analysis, Bloomberg Terminal, Equities, Financial Modeling
Education
Iona College 2009 — 2013
Finance
JRF Asset Advisors, LLC March 2015 - Present
Win-Holt Equipment Group November 2004 - April 2015
Merrill Lynch November 1992 - August 2002
Skills
Budgets, Financial Reporting, Account Management, Forecasting, Financial Analysis, P&L, Customer Service, New Business Development, Sales Management, Microsoft Word
Education
Iona College 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Iona College 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Merrill Lynch 2011 - 2015
Bank of America 2011 - 2015
UBS April 2011 - June 2011
TUDOR INVESTMENT CORPORATION 2007 - 2008
Education
Iona College
Bachelor of Arts, Cum Laude, 3.7 GPA
Princeton University May 1996 - Present
Princeton University 1996 - 2013
Merrill Lynch 1994 - 1996
Skills
Specializing in Large..., Training & culinary..., Proficient in reading..., Project Management..., Multi cultural cuisines, Fine Dining, New Product Roll Out, cooking demonstrations, Menu Development, Menu Engineering, Concept Development, Chef, Food Safety, Food & Beverage, Banquets, Hospitality, Training, Cooking, Cuisine, Restaurants, Food, Recipes
Education
French Culinary Institute 1986 — 1987
Certified Chef, Culinary Arts/Chef Training
Widener University
Hotel, Motel, and Restaurant Management
AMCO International Education Services, Inc 2001 - Present
National University 2008 - 2010
Bonita Learning Academy 1997 - 2000
American Coinsa 1992 - 1997
Club Merchandising 1990 - 1992
Merrill Lynch 1986 - 1990
Skills
Liderazgo, Planificación..., Desarrollo curricular, Public Speaking, Redes sociales, Desarrollo del liderazgo, Docencia, Strategic Planning, Diseño curricular, Estrategia empresarial, Investigación y..., Business Strategy, Leadership, Teaching, Management
Education
National University 1984 — 1986
MBA, Administración, Comercio International
Instituto Tecnológico Autónomo de México 1980 — 1984
Licenciatura, Administración
Lukoil Pan Americas LLC June 2013 - Present
American Association of Uruguay September 2012 - May 2013
Buenos Aires International Newcomers September 2011 - August 2012
American Commodities Brokerage Co January 2009 - September 2011
American Commodities Brokerage Company May 2007 - January 2009
New Rochelle YMCA May 2006 - September 2007
Merrill Lynch June 2006 - August 2006
New Rochelle YMCA May 2005 - January 2006
New Rochelle YMCA June 2003 - May 2005
Skills
Customer Relations, Scheduling, Talent Acquisition, Hiring, Strategic Planning, Budgeting, Leadership Development, PowerPoint, Outlook, Coaching, Excel, Public Speaking, Organizational..., Employee Relations, Talent Management, Team Leadership, Interviewing, Team Building, Market Research, Word, Event Planning, Performance Management, Administration, Event Management, Non-profits, Supervisory Skills, Microsoft Office, Creative Problem Solving, Problem Solving, New Business Development, Planning, Analysis, Customer Service, Budgets, Microsoft Excel, Training, Recruiting, Program Management, Management, Microsoft Word, Nonprofits, Interviews, Leadership, Marketing, Public Relations, CRM, Financial Analysis, Finance
Education
Iona College 2008 — 2010
Masters of Business Administration, Management; International Business, 4.0
Pace University - Lubin School of Business 2003 — 2007
Bachelor of Business Administration, Management; Spanish
Pablo de Olavide Univeristy 2006 — 2006
Study abroad, Business and Spanish
Pelham High School 1999 — 2003
Regents Diploma, General studies
Namely January 2015 - Present
Indeed.com July 2012 - December 2014
Indeed.com May 2011 - July 2012
Indeed.com May 2010 - May 2011
Merrill Lynch January 2010 - May 2010
A&P August 2005 - May 2010
Skills
Advertising, Client Services, PowerPoint, Word, Excel, Customer Relations, Customer Service, Account Management, Budgeting, Teamwork, Online Advertising, Analytics, Google Docs, Microsoft Word, Microsoft Excel, PPC, Recruiting, CRM, Sales, Training, Management, Budgets, SEO, SEM, Customer Satisfaction, Strategy, Process Improvement, Analysis, Leadership, Social Media, Social Networking
Education
The University of Connecticut 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management
Iona College 2007 — 2011
Bachelor's Degree, Accounting & Marketing
United Stations Radio Networks January 2011 - Present
Zurich Insurance Company Ltd. September 2006 - January 2011
Merrill Lynch August 2005 - September 2006
Merrill Lynch February 2005 - July 2006
Merrill Lynch January 1999 - July 2005
ITOCHU International Inc. 1998 - 1999
Fort Schuyler House, Inc. 1995 - 1998
Kmart Corporation 1994 - 1995
Turner Construction 1987 - 1994
Turner Construction 1978 - 1987
Skills
Editing, Public Speaking, Research, File Management, Negotiation, Event Management, Event Planning, Radio, Team Leadership, Microsoft Excel, Project Management, Customer Service, Marketing, Outlook, Sales, Leadership, PowerPoint, Microsoft Office, Time Management, Training, Management, Budgets, Business Analysis, Human Resources, Inventory Management, Process Improvement, Recruiting, Vendor Management, Risk Management
Education
Iona College
St. Helena High School
PDC Energy August 2010 - Present
Gaulke Consulting November 2009 - August 2010
Nordstrom Bank 1999 - 2009
Nordstrom Bank 2000 - 2006
GE Capital 1987 - 1999
Hitachi 1986 - 1987
Merrill Lynch 1982 - 1986
Skills
Innovation, Quality, IT Governance, IT Enabled Business..., IT Executive Management, Technology Governance, Strategic Planning, Leadership, Business Strategy, Management, ERP, Program Management, Start-ups, Budgets, CRM, Security, Team Building, Disaster Recovery, Team Leadership, Project Management, Contract Negotiation, Project Portfolio..., Process Improvement, Problem Solving, Mergers & Acquisitions, Risk Management, Change Management, Cross-functional Team..., Data Warehousing, Mergers, Business Planning, Banking, Process Engineering, Information Security, Business Continuity, Network Security, Organizational..., Business Transformation, Portfolio Management, CIOs, IT Strategy, Vendor Management, Enterprise IT Strategy, IT Cost Optimization, Integration, Business Intelligence, Strategy, Enterprise Software, SDLC, Consulting
Education
Kennesaw State University 1990 — 1992
MBA, Finance
Iona College 1979 — 1983
BS, Math, Computer Science, Cum Laude
New York City Police Department April 2014 - Present
New York City Police Department January 1999 - Present
New York City Police Department January 1995 - January 1999
New York City Police Department September 1993 - May 1995
Time Warner Inc. January 1986 - January 1990
Merrill Lynch January 1983 - January 1986
New York City Housing Authority (NYCHA) September 1980 - December 1982
Skills
Budgets, Public Safety, Accounting, Management, Account Reconciliation, Finance, General Ledger, Internal Audit, Payroll, Analysis, Government, Financial Analysis, Administration, Criminal Justice, Financial Statements, Enforcement, Outlook, Police, Security, Time Management, Criminal Investigations, Law Enforcement, Data Entry, Leadership, Process Improvement, Policy, Project Management, Research, Team Building
Education
Inter-American University of Puerto Rico-San Germán Campus 1976 — 1980
BA, Accounting and Finance
Inter-American University of Puerto Rico-San Germán Campus 1976 — 1980
Bachelor of Arts (B.A.), Accounting and Finance
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch October 2012 - Present
Morgan Stanley January 2012 - September 2012
Credit Suisse November 2010 - December 2011
First Eagle Investment Management July 2009 - November 2010
Lehman Brothers/Barclays August 2007 - January 2009
Royal Bank of Scotland February 2006 - August 2007
Merrill Lynch July 2000 - February 2006
Merrill Lynch July 2000 - April 2004
Skills
Event Planning, Excel, PowerPoint, Budgets, Customer Service, Due Diligence, Equities, Event Management, Finance, Financial Services, Forecasting, Hedge Funds, Human Resources, Interviews, Investments, Management, Microsoft Excel, Marketing, Microsoft Office, Office Management, Onboarding, Outlook, Project Management, Research, Sales, Time Management, Administrative...
Education
Iona College
Bachelor of Business Administration, Marketing
New York University - Leonard N. Stern School of Business
Master's degree, Enterprise Risk Managenent
Platform28 May 2015 - Present
Heed Partners, LLC March 2011 - Present
High Road Craft Ice Cream, Inc. August 2014 - April 2015
White Crow, LLC March 2011 - September 2014
Keel Funds, LLC March 2011 - September 2014
Endurance Strategies, LLC February 2010 - January 2011
West Mountain, LLC May 2008 - February 2010
Piedmont Investment Advisory May 2008 - February 2009
Jacksonville Luxury Living Magazine July 2006 - May 2008
Merrill Lynch February 2004 - April 2008
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Private Equity, Asset Managment, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Investment Management, Series 7
Education
Institute of Culinary Education 2003 — 2004
Culinary Arts and Management
University of Virginia 1996 — 2000
Bachelor of Science (BS), International Relations and Affairs
Lorenzo Di Medici 1998 — 1998
Art History, Italian, Culinary Arts
Westminster High School 1992 — 1996
Trinity School 1987 — 1990
Merrill Lynch March 1999 - Present
freedom capital 1993 - 1999
Teledisc USA 1986 - 1988
Teledisc USA 1986 - 1988
Teledisc USA 1986 - 1988
Teledisc USA 1986 - 1988
Skills
Series 7, Series 24, Series 63, Wealth Management, Series 65, Retirement Planning
Education
Iona College 1968 — 1970
Master of Business Administration (M.B.A.), Finance, General
UCONN 1963 — 1967
Bachelor of Science (BS), Accounting and Finance
Nippon Express USA August 2012 - Present
Glen Raven Logistics January 2010 - August 2012
YRC Worldwide January 2006 - November 2009
Mobile-Upfitters 2004 - 2006
Enterprise Fleet Services January 2000 - January 2004
Chanterelle Restaurant - New York City January 1995 - January 2000
Bouley Restaurant - New York City January 1989 - January 1995
Merrill Lynch January 1984 - January 1989
Skills
Sales Operations, Sales, Logistics, Transportation, Cold Calling, Training, Recruiting, New Business Development, Pricing, Account Management, Supply Chain, Sales Management, Purchasing, Negotiation, Management, CRM, Customer Service, LTL, Freight, 3PL, Transportation..., Truckload, Air Freight
Education
Iona College 1980 — 1984
Political Science, Business Adminstration
New York Restaurant School 1982 — 1983
Business Management, Restaurant Management
Merrill Lynch September 2013 - July 2014
Pharma-Bio Serv October 2011 - July 2013
Laboratorio Clinico Laracuente January 2008 - December 2010
Nexia Cardona & Co, CPA, PSC. May 2007 - December 2007
Skills
Spanish, Change Control, Validation, Customer Service, Sop, Quality Auditing, FDA, Strategic Planning, GMP, Cleaning Validation, GxP, Pharmaceutical Industry, GLP, Medical Devices, Quality Assurance, Regulatory Affairs, 21 CFR Part 11, Quality System, CAPA, V&V, Regulatory Requirements, Biotechnology, Auditing, Accounting, Financial Analysis, Management, Internal Audit, Budgets, Microsoft Excel
Education
Inter-American University of Puerto Rico-Metropolitan Campus 2002 — 2007
Bachelor of Business Administration (BBA), Accounting
Colegio Nuestra Señora del Rosario 2000 — 2002
High School
Colegio San Ignacio de Loyola 1997 — 2000
High School
Wilmington Trust July 2015 - Present
Citi March 2014 - July 2015
Citi October 2013 - February 2014
Marco Polo Network January 2003 - May 2013
Merrill Lynch September 1997 - December 2002
Barclays 1994 - 1997
Barclays (previously BZW) 1992 - 1993
KPMG UK 1986 - 1991
HSBC (previously Midland Bank Group) 1982 - 1986
Skills
Electronic Trading, Capital Markets, Trading Systems, Emerging Markets, Trading, Strategy, Start-ups, Mergers & Acquisitions, Derivatives, Project Management, Portfolio Management, Product Development, Market Structure, Vendor Management, Solution Architecture, Operational Risk, Office and Facility..., Operations and..., Cost and Process..., Information Technology..., FIX, Electronic Trading ..., Enterprise Architecture, Operational Excellence, Risk Management, Financial Services
Education
Loughborough University 1983 — 1986
B.Sc (Hons)
Institute of Chartered Accountants in England and Wales
ACA studies
American Management Association December 2014 - Present
American Management Association April 2013 - December 2014
Royal Bank of Scotland July 2012 - March 2013
CIS Valued Partners, LLC August 2011 - May 2012
Accenture January 2008 - July 2011
Merrill Lynch November 2008 - March 2009
Bank of America May 2008 - November 2008
NYC Department of Buildings February 2008 - May 2008
Virtcom Consulting April 2006 - December 2007
Skills
Training Needs Analysis, L&D Strategy, American Society for..., Adult Learning Theory, ILT, Change Management, Leadership Development, E-Learning, Management Consulting, Training Management, Project Management, Diversity & Inclusion, Diversity Training, Training, Consulting, Instructional Design, Leadership, Management, Strategy, Program Management, Strategic Planning, Employee Training, Talent Management, Organizational...
Education
New York University 2005 — 2007
Masters, Workplace Learning Management, Adult Education Techniques, Organizational Behavior
Iona College 2000 — 2004
BA, Marketing Strategy
Merrill Lynch December 2010 - Present
Jamaika International June 2006 - Present
Credit Suisse December 2009 - August 2010
Geepush June 2009 - September 2009
Cognizant Technology Solutions April 2006 - April 2009
Electric Power Research Institute, Palo Alto, CA September 2005 - March 2006
Scandent Solutions (now Cambridge Solutions) June 2002 - August 2005
SSI Technologies (now known as Cambridge Solutions Ltd) June 2000 - June 2002
Eltech - Polymorph Technologies, Singapore December 1999 - June 2000
Visions@Work - Advanced Technology Labs, Chennai April 1998 - December 1999
Education
University of Madras 1981 — 1984
BS
Institute of Company Secretaries of India
ACS
JPMorgan Chase December 2013 - Present
RBC Capital Markets March 2013 - Present
RBC Capital Markets January 2011 - February 2013
RBC Capital Markets June 2009 - January 2011
Barclays Capital February 2007 - January 2009
Barclays Capital January 2003 - February 2007
Barclays Capital April 2000 - January 2003
JP Morgan October 1997 - April 2000
Merrill Lynch June 1993 - October 1997
Education
Iona College 1989 — 1993
BA, Computer Science
Merrill Lynch June 2007 - Present
us trust co May 2005 - May 2007
Education
Iona College 2005 — 2007
MBA, Management and Marketing
Iona College 2001 — 2005
Sun Products Corporation March 2011 - Present
Morgan Stanley Private Bank, N.A. April 2010 - October 2010
BlackRock March 2008 - November 2008
BlackRock October 2006 - March 2008
Merrill Lynch January 2006 - October 2006
US Data Capture June 2003 - December 2005
Response Companies September 2002 - April 2003
Merrill Lynch January 2002 - September 2002
Skills
Recruiting, Talent Acquisition, Onboarding, College Recruiting, Sourcing, Program Management, Applicant Tracking..., Self Starter, Employer Branding, Online Research, Taleo, Project Coordination, Recruitment Advertising, Team Building, Time Management, Excel, Team Oriented, PeopleSoft, Oracle, Salesforce, iRecruit, SharePoint, Direct Sourcing, Talent Assessment, Jobvite, Internet Recruiting, Talent Management, Microsoft Excel, Salesforce.com, Leadership
Education
Iona College
Blue Crystal Catering January 2013 - Present
City Grit October 2012 - December 2012
Tibco Finance / Reuters America 1997 - November 2011
Reuters 2000 - October 2011
Thomson Reuters October 1997 - October 2011
TIBCO Finance Technology 1997 - 2000
Merrill Lynch November 1995 - July 1997
Skills
Management, Event Planning, Sales, Cooking, Persona Chef, Menu Planning, Grocery Shopping, Food Truck, Catering, Mobile Kitchen, Business Analysis, Strategic Planning, Team Building, Event Management, Customer Service, Culinary Skills, Training, Food, Consulting, Budgets
Education
Institute of Culinary Education 2012 — 2012
Culinary Arts Diploma, Culinary Arts/Chef Training, Honors
Pace University 1989 — 1991
MBA, Information Systems
New York University 1978 — 1980
Bachelor of Arts (B.A.), Political Science and Government
L&D Construction April 2005 - Present
Merrill Lynch July 2003 - February 2005
Gasonics International July 1998 - June 2001
Gasonics International October 1993 - June 1998
Skills
Product Marketing, Cross-functional Team..., Strategy, Start-ups, New Business Development, Contract Negotiation, Mergers & Acquisitions, Business Strategy, Management Consulting, Business Development, Management, Competitive Analysis, Entrepreneurship, Product Management, Strategic Partnerships, Program Management, Project Management, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
Master of Business Administration (MBA)
University of California, San Diego 1987 — 1993
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Institut d'Etudes Politiques de Grenoble 1989 — 1990
Bellarmine College Preparatory 1983 — 1987
Morgan Stanley February 2006 - Present
Merrill Lynch February 2004 - February 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney August 1997 - February 2000
Skills
Equities, FINRA, Securities, Fixed Income, Series 7, Project Management, Series 24
Education
Iona College
Aon Risk Services June 2009 - Present
Merrill Lynch June 2008 - August 2008
Education
Trinity International University 2004 — 2009
Master in Divinity, Divinity
International Christian University 2000 — 2004
Bachelor's degree, Sociology
University of California, San Diego 2002 — 2003
Exchange, Sociology
McKinsey & Company August 1997 - Present
Imagine Software June 1995 - August 1997
Merrill Lynch 1993 - 1995
Standard & Poor's March 1991 - June 1993
Skills
Recruiting, IT Strategy, Enterprise Architecture, Management Consulting, Business Analysis, IT Management, Solution Architecture, Program Management, Project Management, SOA, ITIL, Agile Methodologies, IT Service Management, Cloud Computing, Integration, Strategy, Business Intelligence, SDLC, Change Management, Software Project...
Education
Iona College
Bachelor of Science (BS), Computer Science
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch August 2011 - December 2013
Bank of America Merrill Lynch January 2009 - August 2011
Merrill Lynch February 2005 - December 2008
Merrill Lynch January 2003 - February 2005
Merrill Lynch August 2000 - December 2003
Merrill Lynch January 1998 - July 2000
Merrill Lynch March 1993 - December 1998
Lehman Brothers February 1992 - February 1993
Salomon Brothers January 1983 - January 1992
Skills
Securities, Electronic Trading, Trading, Bloomberg, Equity Trading, Equity Research, Series 24, Relationship Management, Series 63, Asset Managment, FINRA, Alternative Investments, Capital Markets, Derivatives, ETFs, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Loan Origination, Options, Portfolio Management, Prime Brokerage, Series 7, Trading Systems
Education
Iona College 1980 — 1983
MBA
Iona College 1975 — 1979
Bachelor of Business Administration (BBA)
UBS June 2012 - Present
Merrill Lynch October 1985 - June 2012
Bank of America Merrill Lynch 2009 - June 2011
Merrill Lynch/Bank of America 2009 - June 2011
Bank of America/Merrill Lynch 2008 - 2010
Skills
Business Analysis, Employee Benefits, Project Management, PeopleSoft, Performance Management, Leadership, Change Management, Insurance, Coaching, SDLC, Vendor Management, Oracle, Onboarding, Talent Management, Talent Acquisition, Deferred Compensation, Mergers & Acquisitions, Outsourcing, Personnel Management, Management, Management Consulting, Organizational Design, HRIS
Education
Iona College 1978 — 1984
HSBC January 2014 - Present
HSBC Securities June 2011 - December 2013
Legg Mason November 2007 - June 2011
Merrill Lynch November 2005 - October 2007
Merrill Lynch January 2005 - November 2005
Merrill Lynch October 2004 - January 2005
Apple Metro October 2002 - October 2004
Skills
Fixed Income, Account Reconciliation, Banking, Financial Risk, Investment Banking, Settlement, Cash Management, Equities, Securities, Financial Services, Derivatives, Payments, Trading, Bloomberg, Capital Markets, Hedge Funds
Education
Iona College 1998 — 2001
BA, Marketing, Minor in Psychology
State University of New York College at Cortland 1997 — 1998
Merrill Lynch & Co., Inc. 1992 - 2008
Merrill Lynch 1992 - 2008
Education
Iona College
MS, Finance -MIS
Pace University, Post MBA certificate - Systems technology and programming
MIS - financial applications and programming
Merrill Lynch Retail Branch ManagementMerrill Lynch1997 - 2004
Education
Iona College
MBA
Pace University - Lubin School of Business 1975 — 1979
Summit Financial Resources, Inc. August 2014 - Present
Merrill Lynch August 2011 - August 2014
Adecco (Consulting for Merrill Lynch) March 2011 - July 2011
Assent LLC a division of SunGard Trading April 2008 - July 2010
The Griswold Company, Inc 1995 - 2007
Cantor Fitzgerald, Spear Leads & Kellogg, Wein January 1990 - December 1994
Skills
Equities, Series 7, Options, Trading, Securities, Risk Management, Equity Trading, FINRA, Series 63, Series 24, Trading Systems, Electronic Trading, Series 4, Series 55
Education
New Jersey City University 1986 — 1989
BS, Business Administration
French Culinary Institute
Grand Diplôme, Culinary Arts/Chef Training
First Republic Bank ManagerUmpqua BankFebruary 2003 - October 2007
Merrill Lynch February 1995 - April 2002
Education
Iona College 1988 — 1992
Crosswell Advisors May 2014 - Present
Merrill Lynch March 2000 - February 2014
Skills
Private Banking, Credit, Wealth Management..., Financial Advisory, Investment Strategies, Investment Advisory, Series 63, Series 7, Portfolio Management, Asset Allocation
Education
Instituto Tecnológico Autónomo de México 1985 — 1989
Bachelor degree in Economics
Albert J, DeCristino, CFP® September 2011 - Present
Prudential Insurance (Pruco Securities, LLC) June 2011 - September 2011
Wynston Hill Capital, LLC 2010 - 2011
Atlantic Partners (Signator Investors, Inc.) May 2009 - December 2009
Merrill Lynch 2006 - 2007
Morgan Stanley 2004 - 2007
Skills
Certified Financial..., Investment Advice, Portfolio Construction, Wealth Management, Investments, Wealth, Small Business, FINRA
Education
CFP® (Certified Financial PlannerTM) - College for Financial Planning 1986 — 1988
CFP®, Financial Planning
MS (Finance) Iona College – John G. Hagan Graduate School of Business 1979 — 1981
MS, Finance
MBA (Accounting) - Iona College, John G. Hagan Graduate School of Business 1971 — 1974
MBA, Accounting
PMC (Taxation) - Iona College, John G. Hagan Graduate School of Business 1970 — 1971
PMC, Taxation
Iona College 1964 — 1968
BA, Economics
United Water March 2011 - October 2012
TOA Reinsurance October 2009 - October 2010
EDIMS, LLC October 2008 - September 2009
HLTH\WebMD May 2007 - October 2008
National Basketball Association March 2007 - May 2007
FTI Consulting, Inc April 2006 - March 2007
eScholar October 2005 - January 2006
IncentOne July 2004 - October 2005
TIAA-CREF February 2000 - May 2004
Merrill Lynch September 1999 - December 1999
Skills
ETL, Databases, Data Warehouse..., Business Analysis, Data Modeling
Education
Iona College
Bachelor of Arts, Computer and Information Sciences; Relational Database Management and Design
Scarsdale High School 1985 — 1989
Merrill Lynch August 2006 - Present
EquiServe/First Chicago Trust Company 1989 - 2000
Skills
Equities, Series 7, Employee Benefits, Mergers, Securities, Retirement, Vendor Management, Executive Pay, Wealth Management, Mutual Funds, Banking, Financial Analysis, Retirement Planning, 401k, Series 63, Project Management, Sales Presentations, Sales Management, Relationship Management, Building Relationships, Executive Compensation..., Stock Market, Compensation & Benefits..., Global Compensation, Strategic Communications, Communication Skills, Financial Services, Options, Business Relationship..., FINRA, Series 65, Wealth Management..., Corporate Actions, Financial Markets, Finance, Deferred Compensation, CRM, Stocks, Back Office, Financial Advisory, Portfolio Management, Investments, Defined Benefit, Capital Markets, Defined Contribution, Financial Risk, AML, Strategy, Securities Regulation, Manage Client...
Education
Iona College 1984 — 1989
Bachelor of Business Administration, Finance
CCC Computer Center September 1985 - Present
Mercy College September 1977 - Present
Mercy College 1977 - 1985
Merrill Lynch 1976 - 1978
Madison Square Garden Corp 1975 - 1976
General Electic Credit ( Now GE Capital) 1970 - 1975
Skills
Leadership, Courses, Market Research, Policy, Finance, Curriculum Development, Financial Analysis, Leadership Development, Management Consulting, E-Learning, Non-profits, Staff Development, Microsoft Excel, Financial Reporting, Marketing Strategy, Analysis, Data Analysis, Microsoft Office, Adult Education, Training, Team Building, Business Strategy, Change Management, Community Outreach, Management, Public Speaking, Instructional Design, University Teaching, Team Leadership, Research, Higher Education, Student Affairs, Customer Service, Project Management, Microsoft Word, Policy Analysis, Curriculum Design, Project Planning, Software Documentation, Teaching, Strategic Planning, PowerPoint, Organizational..., Program Management, Product Development
Education
Iona College 1975 — 1976
Master of Business Administration (M.B.A.), FInance/Economics
General Electric Corp. 1970 — 1971
FInancial Management Studies Program ( FMSP), FInance/Accounting, Top research project in automated financial analysis
Iona College 1965 — 1969
Bachelor of Business Administration (BBA), Finance, 3.83
New York Life Investment Mgmt September 2015 - Present
E*TRADE Financial 2014 - 2015
Realogy Holdings Corp. June 2013 - December 2013
Nula Gallagher Consultant April 2010 - June 2013
Prudential Group Insurance December 2011 - May 2012
Nula Gallagher Consulting June 2011 - November 2011
Selective Insurance Company of America November 2008 - March 2010
Merrill Lynch September 2007 - November 2008
Nula Gallagher Consulting February 2005 - September 2007
Citigroup Asset Management 2004 - 2005
Skills
Marketing Strategy
Education
Rutgers, Center for Management Development 2012 — 2012
Rutgers Mini-MBA, Digital Marketing Program
Iona College 1988 — 1992
BBA, Marketing
highschool 1983 — 1988
Merrill Lynch December 2014 - Present
Laidlaw & Company January 2014 - November 2014
Meyers and Associates L.P March 2013 - January 2014
John Thomas Financial May 2012 - March 2013
Enterprise Rent-A-Car February 2011 - May 2012
Northwestern Mutual May 2010 - November 2010
Skills
Series 7, Series 63, Securities, Investments, Investment Banking, Bloomberg, Trading, Financial Analysis, Strategic Financial..., Options, Finance, Mutual Funds, Equities, Portfolio Management
Education
Iona College 2008 — 2012
Major: Finance, Minor: Mass Communication/Media Studies
WCG Management L.P. November 2008 - Present
Merrill Lynch July 2007 - November 2008
GlobeOp Financial Services 2006 - 2007
Skills
Fund Accounting, Hedge Funds, Equities, Strategic Planning, Alternative Investments, Microsoft Excel, Bloomberg, Account Reconciliation, Investments, Fixed Income, Strategic Financial..., General Ledger, Credit, Finance, Financial Analysis, Accounting
Education
Iona College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Wyndham Worldwide September 2012 - Present
Wyndham Worldwide October 2010 - September 2012
EMC August 2010 - October 2010
Merrill Lynch January 2010 - July 2010
Deutsche Bank August 2009 - January 2010
Citi October 2008 - July 2009
Cognizant Technology Solutions March 2005 - October 2008
Intersolutions Pvt Ltd 2004 - 2005
Skills
TIBCO, SOA, Web Services, Databases, Enterprise Architecture, Integration, EAI, ESB, Requirements Analysis, Middleware, Enterprise Software, Java, Design Patterns, Business Process Design, TIBCO Rendezvous, Testing, Distributed Systems, Oracle SOA Suite, Management, Java Enterprise Edition, Solution Architecture, SOAP, JMS, Oracle, TIBCO iProcess
Education
Institute of Management Technology, Ghaziabad
MBA, Information Systems, Operations
Uttar Pradesh Technical University
B.Tech, Electronics & Telecommunication
The University of Alabama at Birmingham February 2000 - Present
The University of Alabama at Birmingham January 2004 - May 2006
Clarion Capital Partners May 1998 - February 2000
Merrill Lynch January 1998 - April 1998
The Metropolitan Museum of Art October 1995 - January 1998
Citi 1992 - 1995
Skills
Cash Management, Financial Analysis, Banking, Finance, Accounting, Portfolio Management, Treasury Management, Investments
Education
Iona College 1980 — 1985
Master of Business Administration (MBA), Finance
Iona College 1972 — 1976
BBA, Accounting
Bank of America October 2010 - Present
Bank of America (Merrill) 2010 - 2011
Credit Suisse January 2010 - May 2010
Deutsche Bank 2009 - 2009
Deutsche Bank 2008 - 2009
Merrill Lynch 2000 - 2008
Deutsche Bank 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
AIG 1998 - 1998
EDS Group 1997 - 1998
Skills
Derivatives, Fixed Income, SDLC, User Acceptance Testing, Business Analysis, Analysis, Capital Markets, Investment Banking, Equities, SQL, Banking, Requirements Analysis, Requirements Gathering, Testing, Business Requirements, Process Improvement, PMO, Oracle, Visio, Management, Vendor Management, IT Strategy, Risk Management, Data Warehousing, Software Project..., Business Process, Leadership, Financial Services, Business Process..., Governance, Project Portfolio..., Integration, Business Intelligence, Systems Analysis, PMP, IT Management, Business Process...
Education
Institute of Chartered Accountants in England and Wales 1970 — 1973
Fellow, Accountancy
University of Cambridge 1967 — 1970
Master of Arts, Mathematics
Merrill Lynch January 2015 - Present
Wells Fargo Advisors May 2013 - Present
Deutsche Bank Securities July 2011 - February 2013
merrill lynch August 2008 - October 2010
Fidelity Investments September 2006 - March 2007
Skills
Retirement Planning, Retirement, Series 7, Estate Planning, Wealth Management, Equities, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Banking, Options
Education
Iona College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
Axiom Capital Management May 2011 - Present
Smith Barney September 2002 - May 2011
Merrill Lynch January 1977 - September 2002
Education
Iona College 1973 — 1976
Master of Business Administration (MBA), Finance, General
State University of New York College at Geneseo 1967 — 1971
Bachelor's degree, Economics
Pelham Memorial High School
Merrill Lynch March 2007 - Present
Skills
Series 7, Project Management, Sales, Wealth Management
Education
Iona College 1989 — 1994
Merrill Lynch
Skills
Business Analysis, Equities, Vendor Management, Requirements Analysis, Risk Management, SDLC, PMO, User Acceptance Testing
Education
Iona College 1995 — 1997
mba, international business
Iona College 1989 — 1993
bba, information systems
National Financial 2007 - Present
Merrill Lynch 1985 - 2007
Education
Iona College 1976 — 1980
BBA Accounting, Accounting
Bank of Tokyo-Mitsubishi UFJ April 2013 - Present
SysTech International, Inc. June 1995 - Present
Morgan Stanley August 2002 - December 2012
American Express 1999 - 2002
Ernst & Young 1997 - 2000
Mars 1997 - 1998
Merrill Lynch June 1996 - May 1997
AIG July 1995 - June 1996
IBM Global Services July 1988 - July 1991
Skills
Cross-functional Team..., IT Strategy, Vendor Management, Business Intelligence, Software Project..., SDLC, Integration, Business Analysis, XML, Offshoring, Enterprise Architecture, Master Data Management, Start-ups, Risk Management, ERP, Enterprise Software, C#, Prism, Unity, .NET, Microsoft SQL Server, Sybase, DB2, Application Architecture, Data Warehouse..., ESB, IIS, PWM, Regulatory Projects, Global Teams, Informatica, QlikView, Business Discovery, Data Warehousing, Management, Change Management, Java, Oracle, Consulting, Requirements Gathering, Process Improvement, Leadership, Architecture, Project Management, CRM, PMO, Project Portfolio...
Education
MBA (Wharton Establishment) 1988 — 1991
MBA, Management Information Systems
Institute of Business Administration 1986 — 1991
MBA, MIS + Finance
Habib Public School
Karachi University
Master of Business Administration (MBA), Management Information Systems, General
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
Credit Suisse Securities USA February 2013 - February 2014
Bank of America Merrill Lynch February 2010 - October 2012
Merrill Lynch April 2007 - February 2010
Goldman Sachs April 2002 - April 2007
Merrill Lynch August 1997 - April 2002
Banco do Brasil 1994 - 1997
Skills
Emerging Markets, Capital Markets, FX Options, Financial Markets, Corporate Finance, Investments, Banking, Derivatives, Fixed Income, Structured Finance, Structured Products, Funding, Hedging, Rates, Financial Institutions, Trading
Education
International University of Japan 1992 — 1994
MBA, International Management
Universidade Federal do Rio de Janeiro 1988 — 1992
Bsc, Economics
J.P. Morgan March 2008 - Present
JPMorgan Managing DirectorBear StearnsOctober 2004 - March 2008
Citibank October 1994 - October 2004
Salomon Smith Barney 1994 - 2000
Independent Fiancial Consultant January 1994 - October 1994
Norbanken June 1988 - December 1993
Bank of Tokyo Securities Inc March 1987 - June 1988
Savings Banks Trust Company March 1984 - March 1987
Merrill Lynch January 1982 - March 1984
Skills
Fixed Income, Options, Capital Markets, Bonds, Swaps, Trading, Treasury, Investment Management, Proprietary Trading, Finance, Derivatives, Foreign Exchange, Hedge Funds, Credit Derivatives, MBS
Education
Iona College 1983 — 1988
MBA, Finance
Rufus Labs March 2013 - Present
Merrill Lynch November 2007 - Present
Education
Iona College
BAC June 2011 - Present
ML/ BAC January 1990 - June 2011
Merrill Lynch 2000 - 2007
Skills
Series 7, Equities, Debt, Financial Reporting, Series 27, CPA, CIA
Education
Iona College 1979 — 1982
Bachelor of Science, Accounting and Finance
Afenest Advisory 2012 - Present
RBS 2010 - 2012
INSEAD 2009 - 2010
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Financial Structuring, Corporate Finance, Valuation, Private Equity, Start-ups, Capital Raising, Transaction Management, Deal Structures, Negotiation, Due Diligence, Business Strategy, Team Building
Education
INSEAD 2009 — 2010
MBA
University of California, Los Angeles 1999 — 2003
BA
FTN Capital Markets June 2010 - Present
Merrill Lynch April 2000 - March 2009
Chase Securities, Inc April 1987 - October 1999
European American Bank September 1984 - February 1987
Merrill Lynch March 1979 - August 1984
Skills
Fixed Income, Capital Markets, Trading, Money Market, Bonds
Education
Iona College 1978 — 1981
BA, International Politics
Power Memorial
HFF June 2014 - Present
Fugazy Transportation August 2007 - May 2014
Related Companies October 2011 - February 2013
Related Companies February 2011 - October 2011
Bloomingdales June 2010 - February 2011
Merrill Lynch June 2007 - January 2008
Education
Iona College 2008 — 2010
MBA, Marketing and a Certificate in Sports and Entertainment Studies
Sacred Heart University 2004 — 2008
Bachelor of Science, Business Administration with a Concenration in Marketing
Merrill Lynch April 2013 - Present
Morgan Stanley Smith Barney April 2011 - December 2012
Investors Capital Corporation April 2010 - September 2010
Deutsche Bank August 2008 - August 2009
Rye Town Hilton August 2007 - August 2008
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Advent, Access, PowerPoint, Trading, Investments, Securities, Fixed Income, Vlookup, MS Excel Pivot Tables
Education
Iona College 2002 — 2007
Bachelor of Business Administration, Management
Credit Suisse July 2009 - Present
Merrill Lynch March 2005 - March 2009
Skills
CFA
Education
Universidad de la Republica 2002 — 2003
Administration & Economics
INSEAD
Master of Business Administration (MBA)
Seafreight Agencies USA February 2014 - Present
Seafreight Agencies USA, Inc October 2013 - February 2014
Activa Capital Markets November 2012 - February 2013
Atlas One Financial Group LLC June 2008 - July 2012
Merrill Lynch July 1991 - April 2008
Skills
Bill of Lading, Accounts Payable, Collections, Accounts Receivable, Bilingual-English/Spanis..., Highly Organized &..., Interpersonal..., Written & Verbal..., Customer Service..., Securities, Finance, Banking, Fixed Income, Asset Management, Financial Services, Spanish, Equities, Microsoft Excel, Latin America, Microsoft Word, Private Banking, Microsoft Office, Outlook, Teamwork, Brokerage, Wealth Management, International Banking..., OFAC, Journal Entries, Cultural Diversity, Broker-Dealer, World Check, Wire Transfers, Background Checks
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1982 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management
Recinto Universitario Mayaguez Puerto Rico 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Academia Inmaculada Concepcion High School -- Mayaguez, Puerto Rico 1974 — 1978
Customers Bank December 2014 - Present
TD Bank USA November 2008 - December 2014
Merrill Lynch January 2008 - May 2008
Skills
Commercial Banking, Banking, Small Business Lending, Commercial Lending, Consumer Lending, Retail Banking, Credit Analysis, Loans, Management, Customer Service, Private Banking, Sales, Finance, Cross Selling, Financial Services, Financial Analysis, Loan Origination, Cash Management, Microsoft Excel
Education
Iona College 2004 — 2008
BBA, Finance
TD Bank Group December 2003 - Present
ABN AMRO Bank N.V. 2002 - December 2003
Merrill Lynch 2000 - 2002
PwC 1995 - 2000
Skills
Finance, Management, Banking, Internal Audit, Financial Risk
Education
Institute of Chartered Accountants in England and Wales
FCA
University of Leeds 1991 — 1995
BA (Hons) 2:1 Economics and Politics (with North American Studies)
Penn State University 1993 — 1994
Economics and Politics (with North American Studies)
Coldwell Banker Hearthside May 2007 - Present
Merrill Lynch June 1987 - April 1997
Skills
New Home Sales, Real Estate, First Time Home Buyers, Buyer Representation, Relocation, Listings, Residential Homes, Resellers, Real Estate Transactions, Real Property, e-PRO, Seniors, Condos, Townhomes, Relocation Buyers, HUD, Move Up Buyers, Home Staging, Sellers, Seller Representation, Rentals, National Association of..., Luxury, Short Sales, REO, Referrals, Investors, New Homes, Vacation Homes, Investment Properties, Foreclosures, Single Family Homes, ABR, Buyers, Listing Homes, Council of Residential..., Waterfront, 1031 Exchanges, Real Estate License, Downsizing, Buyer's Agent, Senior Real Estate, Real Estate Marketing, Property, Corporate Relocation, FHA, Selling
Education
Iona College 1984 — 1988
BS, Marketing
Credit Suisse January 2005 - Present
Merrill Lynch 1988 - December 2003
Skills
SDLC, Business Analysis, Investment Banking, Project Portfolio..., PMO, IT Strategy
Education
Iona College 1980 — 1984
BS, Computer Science, Mathematics
KMAC Trading Corp June 2009 - Present
KMAC Trading Corp. 2009 - Present
Mick Energy October 2003 - June 2009
Self employed April 2000 - September 2003
Merrill Lynch August 1991 - April 2000
Drexel Burnham Lambert May 1989 - June 1991
Star Futures December 1985 - May 1989
Star Futures September 1983 - December 1985
Skills
Commodity Markets, Trading, Commodity
Education
Iona College
BBA, Marketing
Iona College
BBA, Marketing
Merrill Lynch 2008 - Present
UBS 2001 - 2008
Skills
Wealth Management, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Equities, Estate Planning, Finance, Fixed Income, Hedge Funds, Investments, Mutual Funds, Options, Retirement, Securities, Series 63, Series 7, Small Business, Strategic Planning
Education
Iona College 1980 — 1985
BS, Public Accounting
Blessed Sacrament
Aaronson Rappaport Feinstein & Deutsch, LLP May 2013 - Present
Giffuni & Young CPA, PC October 2001 - May 2013
Merrill Lynch October 1981 - April 1989
Deloitte, Haskins & Sells, LLP September 1978 - September 1981
Skills
Microsoft Office, Pro Systems Tax Software, Accounting, QuickBooks, Financial Reporting, Financial Accounting, Auditing, Account Reconciliation, Bookkeeping, Accounts Payable, Accounts Receivable, Financial Analysis, Payroll, Forecasting, Budgets, Invoicing, Microsoft Excel
Education
Iona College 1974 — 1978
BBA, Accounting
Societe Generale August 2012 - Present
Royal Bank of Scotland April 2011 - October 2012
Banco Santander Mexico July 2008 - February 2011
Barclays Capital April 2004 - July 2008
Merrill Lynch October 2002 - April 2004
J.P. Morgan February 1994 - September 2001
Skills
Risk Management, Structured Products, Corporate Finance, Derivatives, Capital Markets, Equities, FX Derivatives, FX Options, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Financial Markets, Banking, Emerging Markets, Financial Risk, Credit Risk, Trading
Education
ITAM 1986 — 1989
MBA
UNAM 1980 — 1986
MD, Medicine
RBC WEALTH MANAGEMENT - INTERNATIONAL ADVISORY GROUP 2012 - Present
WELLS FARGO ADVISORS, LLC 2010 - 2011
BETA CAPITAL MANAGEMENT, L.P. 2008 - 2010
ATLAS ONE FINANCIAL GROUP, LLC 2002 - 2008
LEHMAN BROTHERS 2000 - 2002
MERRILL LYNCH 1989 - 2000
Skills
Series 4, Series 7, series 8, series 24, Series 66, Series 79, AML, Asset Management, Brokerage, Equities, Alternative Investments, FINRA, Financial Services, Fixed Income, Investments, Banking, Mutual Funds, Risk Management, Securities, Series 24, Series 63, Uniform Combined State..., Wealth Management, Anti Money Laundering
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1982 — 1986
BA, Management
Cowen and Company July 2008 - Present
Chappaqua Volunteer Ambulance Corps December 2004 - Present
Bear Stearns & Co., Inc April 2002 - June 2008
Merrill Lynch June 1983 - April 2002
Skills
Microsoft Office, Customer Service, Hedge Funds, Microsoft Excel, Bloomberg, Research, Microsoft Word, Series 7, PowerPoint, Public Speaking, Equities, Financial Analysis, Investments, Trading, Risk Management, Capital Markets, Fixed Income, Strategic Planning, Series 63, Equity Trading, Photoshop, New Business Development, Certified Phlebotomist..., Certified EKG...
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Finance/Economics
Westchester Community College
Certified EKG Technician (CET) / Certified Phlebotomist (CPT)
St. Matthew's Episcopal Church November 2001 - Present
Lincoln Public Schools September 1997 - November 2001
First-Plymouth Church January 1978 - July 1987
Digital Equipment BCFI AB 1975 - 1977
Merrill Lynch 1972 - 1975
Skills
Office Management, Communications, Organization, Flexible Working, Church Managment, Flexible Schedule, Editing
Education
Southeast Community College 2005 — 2005
Inver Hills Community College 1972 — 1975
Southwest Minnesota State University 1970 — 1972
Sibley High School 1968 — 1970
High School Diploma
Merrill Lynch 1987 - Present
Education
Iona College 1981 — 1985
Finance
St. Mary's Grammer & High School
CMR - Mexico January 2009 - December 2010
Merrill Lynch June 2008 - December 2008
GE Capital December 2007 - June 2008
Education
French Culinary Institute 2011 — 2012
Culinary and pastry arts
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Industrial engineering
Western Connecticut Health Network 2008 - 2014
The Hospital of Central Connecticut September 2005 - September 2008
Yale New Haven Health System January 1998 - September 2005
Norwalk Hospital October 1995 - January 1998
Yasude Trust and Banking Company October 1992 - October 1995
Marine Midland Bank (HSBC) October 1990 - October 1992
Merrill Lynch August 1988 - October 1990
Education
Iona College 1984 — 1988
BBA, Finance, Accounting
BlackRock July 2014 - Present
EMF Financial Products LLC August 2004 - April 2014
Merrill Lynch January 2001 - August 2004
Skills
Derivatives, Hedge Funds, Fixed Income, Valuation, Bloomberg, Investments, Asset Management, Portfolio Management, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Business Strategy, Risk Management, Wealth Management, Repurchase Agreements, Balance Sheets, Term Trades, Arbitrage, Repo Reform, Basel III, Interest Swaps, Swaptions, Curve Caps, Trade Activities, Liquidation, Modeling, Collateral, Treasuries, Bonds, Systematic Risk, Evaluation, Relationship Building, Reporting, Tri-Party Repo, Counterparty Risk, Interest Rates, Presentation Making, Bank Negotiations, DCI World Watch Insight, Thomson Reuters Tradeweb, Trading Technologies..., SunGard Visual..., MCSI RiskMetrics, MarkitServ Trade Manager, MS Office Suite
Education
Iona College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management January 2000 - February 2012
Education
Iona College 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Iona College 1984 — 1988
Bachelor's degree, Accounting
Sacred Heart High School 1980 — 1984
High school Diploma
Saint Bartholemew 1972 — 1980
grade school