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
Daniel INDELLICATI Daniel INDELLICATI Mount Vernon, New York Details
Daniel INDELLICATI's Merrill Lynch Experience August 2010 - April 2013
Job Operations Manager at TSG Reporting
Industry
Experience
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

Judith Olivo Judith Olivo Honolulu, Hawaii Details
Judith Olivo's Merrill Lynch Experience August 2012 - May 2013
Job Credit Operation Coordinator at First Hawaiian Bank
Industry Banking
Experience
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

Herman Chang Herman Chang Newport Beach, California Details
Herman Chang's Merrill Lynch Experience September 2011 - Present
Job Client Services at Merrill Lynch
Industry Investment Management
Experience
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

Diana (Bejasa) Gremillion Diana (Bejasa) Gremillion New York, New York Details
Diana (Bejasa) Gremillion's Merrill Lynch Experience June 2005 - August 2005
Job Sous Chef at Union Square Events
Industry Restaurants
Experience
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

Nupur Gupta Nupur Gupta Greater New York City Area Details
Nupur Gupta's Merrill Lynch Experience June 2003 - September 2004
Job SVP at Citi
Industry Financial Services
Experience
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

Mariam Ehrari Mariam Ehrari New York, New York Details
Mariam Ehrari's Merrill Lynch Experience February 2014 - May 2014
Job Lisa Ellen Goldberg Fellow at New York University
Industry Higher Education
Experience
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

Zachary Sullivan Zachary Sullivan Boston, Massachusetts Details
Zachary Sullivan's Merrill Lynch Experience April 2009 - June 2009
Job Cross Sell Analyst at Wells Fargo Capital Finance
Industry Banking
Experience
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

Bill Tripodo Bill Tripodo Greater New York City Area Details
Bill Tripodo's Merrill Lynch Experience November 1979 - Present
Job Vice President/Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Babar Khan, CFA Babar Khan, CFA Greater New York City Area Details
Babar Khan, CFA's Merrill Lynch Experience June 2007 - July 2008
Job Corporate Development and M&A Executive
Industry Banking
Experience
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)

Ricky Diaz Ricky Diaz Miami, Florida Details
Ricky Diaz's Merrill Lynch Experience 1989 - 1994
Job Principal Broker/Owner at Hollywood Real Estate Investments LLC
Industry Real Estate
Experience
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

Alexandra Tate Alexandra Tate Los Angeles, California Details
Alexandra Tate's Merrill Lynch Experience April 2010 - December 2010
Job PhD Student at UCLA
Industry Higher Education
Experience
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

Tracy Morrissey Tracy Morrissey New York, New York Details
Tracy Morrissey's Merrill Lynch Experience October 1997 - November 2001
Job Licensed Real Estate Salesperson at Halstead Property
Industry Real Estate
Experience
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

Will Lukang Will Lukang Greater New York City Area Details
Will Lukang's Merrill Lynch Experience November 1997 - August 1998
Job IT Executive Director
Industry Investment Management
Experience
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

Sami Milush Sami Milush Greater New York City Area Details
Sami Milush's Merrill Lynch Experience February 2010 - May 2010
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
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

W. Galen Edie II W. Galen Edie II Greater New York City Area Details
W. Galen Edie II's Merrill Lynch Experience February 2014 - June 2015
Job Director
Industry Construction
Experience
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

Patrick Campbell, CFA, CPA Patrick Campbell, CFA, CPA Greater New York City Area Details
Patrick Campbell, CFA, CPA's Merrill Lynch Experience January 1980 - December 2008
Job Banking | Broker Dealer | Wealth Management | Treasury | with a unique blend of Finance and IT skills
Industry Financial Services
Experience
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

Alfred J. DelBianco Alfred J. DelBianco Larchmont, New York Details
Alfred J. DelBianco's Merrill Lynch Experience 1985 - 1988
Job Sales Consultant, COACH, Versace and Brooks Brothers Eyewear at Luxottica
Industry Consumer Goods
Experience
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

Derrick Clark Derrick Clark Greater New York City Area Details
Derrick Clark's Merrill Lynch Experience 1995 - 2000
Job Principal at Heritage Investment Partners, LLP
Industry Financial Services
Experience
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

Dan Romanelli Dan Romanelli Greater Chicago Area Details
Dan Romanelli's Merrill Lynch Experience October 2003 - July 2009
Job Senior Consultant at Delta Risk LLC
Industry Financial Services
Experience
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

Jenna Peloso Jenna Peloso Watertown, Massachusetts Details
Jenna Peloso's Merrill Lynch Experience August 2000 - September 2002
Job Field Recruiter at Bright Horizons
Industry Education Management
Experience
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

Alfredo Hernandez Arroyo Alfredo Hernandez Arroyo Greater New York City Area Details
Alfredo Hernandez Arroyo's Merrill Lynch Experience August 2007 - August 2012
Job Quantitative Equities at Arrowgrass Capital Partners LLP
Industry Financial Services
Experience
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

Paul Mastroieni Paul Mastroieni Latham, New York Details
Paul Mastroieni's Merrill Lynch Experience January 2013 - October 2013
Job Financial Advisor at Valic
Industry Financial Services
Experience
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

Lucero Wiley Lucero Wiley Norfolk, Virginia Details
Lucero Wiley's Merrill Lynch Experience October 2011 - May 2014
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Harry Joseph Escobar Harry Joseph Escobar Orange County, California Area Details
Harry Joseph Escobar's Merrill Lynch Experience 1998 - 2003
Job Winning results through structured analysis
Industry Capital Markets
Experience
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

Peter Keuls Peter Keuls Greater New York City Area Details
Peter Keuls's Merrill Lynch Experience 1997 - 2000
Job Global Head of Wealth Management
Industry Management Consulting
Experience
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

Enrique Figueroa, CFA, CFP Enrique Figueroa, CFA, CFP San Francisco Bay Area Details
Enrique Figueroa, CFA, CFP's Merrill Lynch Experience July 2007 - August 2010
Job Managing Director at Glovista Investments LLC
Industry Financial Services
Experience
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

Raymond Magnani Raymond Magnani Greater New York City Area Details
Raymond Magnani's Merrill Lynch Experience July 1994 - August 2000
Job Licensed Real Estate Salesperson at Houlihan Lawrence Inc.
Industry Real Estate
Experience
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

Edward Rodriguez Edward Rodriguez Greater New York City Area Details
Edward Rodriguez's Merrill Lynch Experience August 2001 - December 2001
Job Project Lead, Data Acquisition and Client Data Management at Konica Minolta Business Solutions U.S.A., Inc.
Industry Information Technology and Services
Experience
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.

Paul Heacock Paul Heacock Greater New York City Area Details
Paul Heacock's Merrill Lynch Experience June 2014 - August 2014
Job Financial Analyst CoOp at IBM
Industry Financial Services
Experience
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

Yasmina Abdel-Malek Yasmina Abdel-Malek New York, New York Details
Yasmina Abdel-Malek's Merrill Lynch Experience July 2011 - August 2011
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
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

Michele Damato Michele Damato Syracuse, New York Details
Michele Damato's Merrill Lynch Experience 1991 - 1997
Job Assistant Professor of Communication Design at Syracuse University | AIGA Syracuse (Education Director)
Industry Graphic Design
Experience
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

Kevin Newshan Kevin Newshan Greater New York City Area Details
Kevin Newshan's Merrill Lynch Experience October 2006 - April 2009
Job Vice President Head of Global Procurement Strategy, Performance and Vendor Mgmt at AIG
Industry Financial Services
Experience
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

Daniel A. Arce Daniel A. Arce Greater New York City Area Details
Daniel A. Arce's Merrill Lynch Experience October 2012 - Present
Job Merrill Lynch
Industry Financial Services
Experience
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

Gregory Bielski Gregory Bielski Corpus Christi, Texas Details
Gregory Bielski's Merrill Lynch Experience March 2009 - Present
Job Financial advisor at Merrill Lynch
Industry Financial Services
Experience
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

Michael Judge Michael Judge New York, New York Details
Michael Judge's Merrill Lynch Experience June 1994 - November 1997
Job Sales Specialist at FactSet
Industry Financial Services
Experience
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

Joe Farrelly Joe Farrelly Charlotte, North Carolina Area Details
Joe Farrelly's Merrill Lynch Experience May 1985 - October 2001
Job FIRST VICE PRESIDENT INVESTMENTS at UBS FINANCIAL SERVICES
Industry Financial Services
Experience
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

Mallikarjunam Gajula, PMP Mallikarjunam Gajula, PMP Greater New York City Area Details
Mallikarjunam Gajula, PMP's Merrill Lynch Experience 2004 - 2005
Job Partner
Industry Information Technology and Services
Experience
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

Antonio Casale Antonio Casale Greater New York City Area Details
Antonio Casale's Merrill Lynch Experience September 2013 - May 2014
Job CFS
Industry Accounting
Experience
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

Gabriella Chiulli Gabriella Chiulli Greater New York City Area Details
Gabriella Chiulli's Merrill Lynch Experience August 2010 - December 2010
Job Associate at J.P. Morgan
Industry Financial Services
Experience
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

Justin Walsh Justin Walsh Providence, Rhode Island Area Details
Justin Walsh's Merrill Lynch Experience August 1989 - April 1998
Job Wealth Management Advisor
Industry Investment Management
Experience
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

Maureen Manley Maureen Manley Greater Minneapolis-St. Paul Area Details
Maureen Manley's Merrill Lynch Experience January 1989 - January 1997
Job Project Manager at Arthouse Inc.
Industry Marketing and Advertising
Experience
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

Patrick Sands Patrick Sands Boston, Massachusetts Details
Patrick Sands's Merrill Lynch Experience 1998 - Present
Job VP; Administrative Manager at Merrill lynch
Industry Investment Management
Experience
Merrill lynch   1998 - Present

Education
Iona College   1993 — 1997
Bachelor's degree

Bishop hendricken   1989 — 1993
High school

Anita Sun Anita Sun Houston, Texas Area Details
Anita Sun's Merrill Lynch Experience October 2011 - May 2012
Job Auditor at EY
Industry Accounting
Experience
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

Daniel Axelson Daniel Axelson Greater Boston Area Details
Daniel Axelson's Merrill Lynch Experience 1994 - 2006
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
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

Tiffany Naraine Tiffany Naraine Stamford, Connecticut Details
Tiffany Naraine's Merrill Lynch Experience October 2008 - December 2008
Job Sales & Event Coordinator at East Coast Saloons McFadden's Saloon
Industry Events Services
Experience
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

Allison Souhrada Allison Souhrada Pittsburgh, Pennsylvania Details
Allison Souhrada's Merrill Lynch Experience August 2014 - January 2015
Job Student at the University of Pittsburgh
Industry Logistics and Supply Chain
Experience
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

Alexander Marasco Alexander Marasco White Plains, New York Details
Alexander Marasco's Merrill Lynch Experience January 2014 - December 2014
Job Merrill Lynch
Industry Financial Services
Experience
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

Caleb G. Brown Caleb G. Brown Greater New York City Area Details
Caleb G. Brown's Merrill Lynch Experience January 1995 - December 1995
Job Vertafore, Vice President of Sales
Industry Computer Software
Experience
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

Benjamin Yu Benjamin Yu San Francisco Bay Area Details
Benjamin Yu's Merrill Lynch Experience 1995 - 1997
Job Senior Director, Development & Acquisitions at Irvine Company
Industry Real Estate
Experience
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

Mark Saracino Mark Saracino Greater New York City Area Details
Mark Saracino's Merrill Lynch Experience 2008 - 2009
Job Commodities Valuation Risk at Morgan Stanley
Industry Oil & Energy
Experience
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

Kipjo Ewers Kipjo Ewers New York, New York Details
Kipjo Ewers's Merrill Lynch Experience April 2007 - August 2008
Job Administrative Assistant III at Bank of America
Industry Banking
Experience
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

Alexander Wickers Alexander Wickers Richland/Kennewick/Pasco, Washington Area Details
Alexander Wickers's Merrill Lynch Experience June 2009 - August 2009
Job Plant Controller Moses Lake
Industry Machinery
Experience
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

Travis Moore Travis Moore New York, New York Details
Travis Moore's Merrill Lynch Experience June 2012 - September 2012
Job Sales at Markit
Industry Financial Services
Experience
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

Denise Koches Denise Koches Greater New York City Area Details
Denise Koches's Merrill Lynch Experience November 1992 - August 2002
Job Financial Assistant at JRF Asset Advisors, LLC
Industry Business Supplies and Equipment
Experience
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

Thomas Natole Thomas Natole New York, New York Details
Thomas Natole's Merrill Lynch Experience 2011 - 2015
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Rob Harbison Rob Harbison Greater New York City Area Details
Rob Harbison's Merrill Lynch Experience 1994 - 1996
Job Executive Chef at Princeton University
Industry Food & Beverages
Experience
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

Liz Martorell Liz Martorell Greater San Diego Area Details
Liz Martorell's Merrill Lynch Experience 1986 - 1990
Job Director of Product Development AMCO International Education Services, Inc
Industry Primary/Secondary Education
Experience
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

Moira Griffiths Moira Griffiths Pelham, New York Details
Moira Griffiths's Merrill Lynch Experience June 2006 - August 2006
Job Treasury Officer at Lukoil Pan Americas LLC
Industry International Trade and Development
Experience
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

Pedro Cruz Pedro Cruz Greater New York City Area Details
Pedro Cruz's Merrill Lynch Experience January 2010 - May 2010
Job Account Manager at Namely
Industry Computer Software
Experience
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

Christina Minieri Christina Minieri Greater New York City Area Details
Christina Minieri's Merrill Lynch Experience August 2005 - September 2006
Job Director of Compliance at United Stations Radio Networks
Industry Broadcast Media
Experience
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

James Gaulke James Gaulke Greater Denver Area Details
James Gaulke's Merrill Lynch Experience 1982 - 1986
Job Award Winning CIO/CISO driving bottom line results with innovative technology solutions
Industry Oil & Energy
Experience
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

LF Vincenty Jr. LF Vincenty Jr. Greater New York City Area Details
LF Vincenty Jr.'s Merrill Lynch Experience January 1983 - January 1986
Job Budget Manager at NYPD PS
Industry Government Administration
Experience
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

Carolina Meo Carolina Meo Greater New York City Area Details
Carolina Meo's Merrill Lynch Experience July 2000 - February 2006
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2015 - Present
Bank of America Merrill Lynch  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

Somer Rochow Somer Rochow Atlanta, Georgia Details
Somer Rochow's Merrill Lynch Experience February 2004 - April 2008
Job CEO, CCO at Heed Partners, LLC
Industry Financial Services
Experience
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

Charles Lipson Charles Lipson Greater New York City Area Details
Charles Lipson's Merrill Lynch Experience March 1999 - Present
Job Senior VP Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Charles D. Campbell Charles D. Campbell Greensboro/Winston-Salem, North Carolina Area Details
Charles D. Campbell's Merrill Lynch Experience January 1984 - January 1989
Job Account Executive at Nippon Express USA
Industry Logistics and Supply Chain
Experience
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

Leandro M. Hormaza Leandro M. Hormaza Puerto Rico area Details
Leandro M. Hormaza's Merrill Lynch Experience September 2013 - July 2014
Job Admin at Lab Laracuente
Industry Accounting
Experience
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

Steve Sales Steve Sales New York, New York Details
Steve Sales's Merrill Lynch Experience September 1997 - December 2002
Job Senior Director of Risk, Global Capital Markets, Wilmington Trust
Industry Capital Markets
Experience
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

Kason Brett Morris Kason Brett Morris Greater New York City Area Details
Kason Brett Morris's Merrill Lynch Experience November 2008 - March 2009
Job
Industry Education Management
Experience
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

Kalyan Sriram Kalyan Sriram Greater New York City Area Details
Kalyan Sriram's Merrill Lynch Experience December 2010 - Present
Job PM & BA at Merrill Lynch
Industry Information Technology and Services
Experience
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

Tom Shashaty Tom Shashaty Greater New York City Area Details
Tom Shashaty's Merrill Lynch Experience June 1993 - October 1997
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
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

Dayenne Vanenburg Dayenne Vanenburg Greater New York City Area Details
Dayenne Vanenburg's Merrill Lynch Experience June 2007 - Present
Job Investment Banking Consultant and Contractor
Industry Investment Banking
Experience
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

Tara A. Larkin, PHR Tara A. Larkin, PHR Cheshire, Connecticut Details
Tara A. Larkin, PHR's Merrill Lynch Experience January 2006 - October 2006
Job Campus Recruiter at Sun Products Corporation
Industry Staffing and Recruiting
Experience
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

Dianne Ray-Herman Dianne Ray-Herman Houston, Texas Details
Dianne Ray-Herman's Merrill Lynch Experience November 1995 - July 1997
Job Blue Crystal Catering & Personal Chef Service/Blue Crystal Rotisserie Food Truck
Industry Food & Beverages
Experience
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

Michael Lodoen Michael Lodoen San Francisco Bay Area Details
Michael Lodoen's Merrill Lynch Experience July 2003 - February 2005
Job Partner at L&D Construction
Industry Construction
Experience
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

Neil Hogan Neil Hogan New York, New York Details
Neil Hogan's Merrill Lynch Experience February 2004 - February 2006
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
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

Hayato Nakamura Hayato Nakamura Greater Los Angeles Area Details
Hayato Nakamura's Merrill Lynch Experience June 2008 - August 2008
Job Sales & Marketing Analyst, Risk
Industry Financial Services
Experience
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

Peter Casale Peter Casale Greater New York City Area Details
Peter Casale's Merrill Lynch Experience 1993 - 1995
Job IT Architect at McKinsey & Company
Industry Management Consulting
Experience
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

Michael Lynch Michael Lynch Greater New York City Area Details
Michael Lynch's Merrill Lynch Experience February 2005 - December 2008
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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)

Louis Forte Louis Forte Greater New York City Area Details
Louis Forte's Merrill Lynch Experience October 1985 - June 2012
Job Consultant at UBS
Industry Financial Services
Experience
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

Mary Marallo Mary Marallo Greater New York City Area Details
Mary Marallo's Merrill Lynch Experience November 2005 - October 2007
Job Business Risk at HSBC
Industry Financial Services
Experience
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

A. Neil Ferman A. Neil Ferman Greater New York City Area Details
A. Neil Ferman's Merrill Lynch Experience 1992 - 2008
Job PM/PMO Systems Applications Technologist
Industry Information Technology and Services
Experience
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

Paul Landolfe Paul Landolfe Greater New York City Area Details
Paul Landolfe's Merrill Lynch Experience Retail Branch ManagementMerrill Lynch1997 - 2004
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Retail Branch ManagementMerrill Lynch1997 - 2004

Education
Iona College
MBA

Pace University - Lubin School of Business   1975 — 1979

Paul K Hallman Paul K Hallman Greater New York City Area Details
Paul K Hallman's Merrill Lynch Experience August 2011 - August 2014
Job Assistant Compliance Manager at Summit Financial Resources, Inc
Industry Financial Services
Experience
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

Kay Levis Kay Levis Portland, Oregon Area Details
Kay Levis's Merrill Lynch Experience February 1995 - April 2002
Job Senior Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank  ManagerUmpqua BankFebruary 2003 - October 2007
Merrill Lynch   February 1995 - April 2002

Education
Iona College   1988 — 1992

Eduardo Alamán Eduardo Alamán Houston, Texas Area Details
Eduardo Alamán's Merrill Lynch Experience March 2000 - February 2014
Job Managing Partner at Crosswell Advisors
Industry Financial Services
Experience
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 DeCristino, MBA, MS CFP® Albert DeCristino, MBA, MS CFP® Greater New York City Area Details
Albert DeCristino, MBA, MS CFP®'s Merrill Lynch Experience 2006 - 2007
Job Independent Financial Advisor
Industry Financial Services
Experience
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

Brad R. Widulski Brad R. Widulski Greater New York City Area Details
Brad R. Widulski's Merrill Lynch Experience September 1999 - December 1999
Job Independent Computer Software Professional
Industry Computer Software
Experience
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

James Kuzmich James Kuzmich Greater Denver Area Details
James Kuzmich's Merrill Lynch Experience August 2006 - Present
Job Vice President, Client Relationship Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Chas A. Borrelli Chas A. Borrelli Greater New York City Area Details
Chas A. Borrelli's Merrill Lynch Experience 1976 - 1978
Job CFO at CCC Computer Center
Industry Computer Hardware
Experience
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

Nula Gallagher Nula Gallagher Greater New York City Area Details
Nula Gallagher's Merrill Lynch Experience September 2007 - November 2008
Job Sr. Mkting. Ass. at New York Life Investment Mgmt
Industry Marketing and Advertising
Experience
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

Nicholas Delaglio Nicholas Delaglio New York, New York Details
Nicholas Delaglio's Merrill Lynch Experience December 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Ed Pirraglia Ed Pirraglia Greater New York City Area Details
Ed Pirraglia's Merrill Lynch Experience July 2007 - November 2008
Job Portfolio Accountant at WCG Management, L.P.
Industry Financial Services
Experience
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

Shreyashi Nayek Shreyashi Nayek Greater New York City Area Details
Shreyashi Nayek's Merrill Lynch Experience January 2010 - July 2010
Job Tibco SOA Technical Lead at Wyndham Worldwide
Industry Hospitality
Experience
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

John Pelliccio John Pelliccio Birmingham, Alabama Area Details
John Pelliccio's Merrill Lynch Experience January 1998 - April 1998
Job Assistant VP/Treasurer at UAB
Industry Higher Education
Experience
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

John Frogley John Frogley Greater New York City Area Details
John Frogley's Merrill Lynch Experience 2000 - 2008
Job Senior Business Analyst at Bank of America (Merrill)
Industry Information Technology and Services
Experience
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

rene hernandez rene hernandez Jacksonville, Florida Area Details
rene hernandez's Merrill Lynch Experience January 2015 - Present
Job at
Industry Financial Services
Experience
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

Peter Massari Peter Massari Greater New York City Area Details
Peter Massari's Merrill Lynch Experience January 1977 - September 2002
Job Sr V.P. at Axiom Capital Management
Industry Financial Services
Experience
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

Dennis Ledwith Dennis Ledwith Greater Philadelphia Area Details
Dennis Ledwith's Merrill Lynch Experience March 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 2007 - Present

Skills
Series 7, Project Management, Sales, Wealth Management

Education
Iona College   1989 — 1994

Jennifer McKeague Jennifer McKeague Greater New York City Area Details
Jennifer McKeague's Merrill Lynch Experience
Job Business/Technical Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Michael Nigro Michael Nigro Jersey City, New Jersey Details
Michael Nigro's Merrill Lynch Experience 1985 - 2007
Job Vice President at Fidelity Investments
Industry Capital Markets
Experience
National Financial  2007 - Present
Merrill Lynch   1985 - 2007

Education
Iona College   1976 — 1980
BBA Accounting, Accounting

Faisal Ladak Faisal Ladak Greater New York City Area Details
Faisal Ladak's Merrill Lynch Experience June 1996 - May 1997
Job Technical Project Manager Consultant at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
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

Fabio da Silva Fabio da Silva Greater New York City Area Details
Fabio da Silva's Merrill Lynch Experience April 2007 - February 2010
Job Head of LatIn America Foreign Exchange and Derivative Sales at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
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

Paul McSweeney Paul McSweeney Greater New York City Area Details
Paul McSweeney's Merrill Lynch Experience January 1982 - March 1984
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
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

Brian O'Rourke, CSNA Brian O'Rourke, CSNA Greater New York City Area Details
Brian O'Rourke, CSNA's Merrill Lynch Experience November 2007 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Rufus Labs  March 2013 - Present
Merrill Lynch   November 2007 - Present

Education
Iona College

Robert J. Montesione Robert J. Montesione Greater New York City Area Details
Robert J. Montesione's Merrill Lynch Experience 2000 - 2007
Job Director of Operational Risk and Control at BAC
Industry Financial Services
Experience
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

Oleksiy Nesterenko Oleksiy Nesterenko Greater Los Angeles Area Details
Oleksiy Nesterenko's Merrill Lynch Experience 2006 - 2008
Job Technology corporate finance / development professional
Industry Investment Banking
Experience
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

Anton Schubert Anton Schubert New York, New York Details
Anton Schubert's Merrill Lynch Experience April 2000 - March 2009
Job Director at FTN Capital Markets
Industry Financial Services
Experience
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

Cristin Brady Cristin Brady Greater New York City Area Details
Cristin Brady's Merrill Lynch Experience June 2007 - January 2008
Job
Industry Marketing and Advertising
Experience
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

Earl Bailey Earl Bailey San Francisco, California Details
Earl Bailey's Merrill Lynch Experience April 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Paul Berthelemy Paul Berthelemy New York, New York Details
Paul Berthelemy's Merrill Lynch Experience March 2005 - March 2009
Job Director of Latin America Sales at Credit Suisse
Industry Financial Services
Experience
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)

Vivian M Viana Vivian M Viana Miami, Florida Details
Vivian M Viana's Merrill Lynch Experience July 1991 - April 2008
Job Accounts Receivable Analyst. Seafreight Agencies USA,Inc
Industry Transportation/Trucking/Railroad
Experience
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

Mike Arcano Mike Arcano Greater New York City Area Details
Mike Arcano's Merrill Lynch Experience January 2008 - May 2008
Job Associate Client Manager at Customers Bank
Industry Banking
Experience
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

Peter Dixon Peter Dixon New York, New York Details
Peter Dixon's Merrill Lynch Experience 2000 - 2002
Job Managing Director, CFO TD Securities USA at TD Bank Group
Industry Banking
Experience
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)

Mary Ann O'Keeffe Mary Ann O'Keeffe Greater Philadelphia Area Details
Mary Ann O'Keeffe's Merrill Lynch Experience June 1987 - April 1997
Job Realtor at Coldwell Banker Hearthside
Industry Real Estate
Experience
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

Pam Sagliano Pam Sagliano Greater New York City Area Details
Pam Sagliano's Merrill Lynch Experience 1988 - December 2003
Job Project Manager at Credit Suisse
Industry Banking
Experience
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

Michael MICK Cokeley Michael MICK Cokeley Greater New York City Area Details
Michael MICK Cokeley's Merrill Lynch Experience August 1991 - April 2000
Job Trader/Broker Energy Futures at KMAC Trading Corp.
Industry Financial Services
Experience
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

Daniel Goldsmith, CRPC(c), CSNA Daniel Goldsmith, CRPC(c), CSNA Greater New York City Area Details
Daniel Goldsmith, CRPC(c), CSNA's Merrill Lynch Experience 2008 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Louise DiMiceli Louise DiMiceli Greater New York City Area Details
Louise DiMiceli's Merrill Lynch Experience October 1981 - April 1989
Job CFO at Aaronson Rappaport Feinstein & Deutsch, LLP
Industry Accounting
Experience
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

Rodrigo Collada Rodrigo Collada Greater New York City Area Details
Rodrigo Collada's Merrill Lynch Experience October 2002 - April 2004
Job Director Sales Cross Asset Solutions
Industry Banking
Experience
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

Sandra Baez Sandra Baez Miami, Florida Details
Sandra Baez's Merrill Lynch Experience 1989 - 2000
Job Vice President / Assistant Complex Manager
Industry Financial Services
Experience
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

Peter Marcon Peter Marcon United States Details
Peter Marcon's Merrill Lynch Experience June 1983 - April 2002
Job EMT/ TREASURER/ BOARD MEMBER at Chappaqua Volunteer Ambulance Corps
Industry
Experience
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)

Jo Darrington Jo Darrington Lincoln, Nebraska Area Details
Jo Darrington's Merrill Lynch Experience 1972 - 1975
Job Parish Administrator at St. Matthew's Episcopal Church
Industry Religious Institutions
Experience
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

Paul Cuneo Paul Cuneo Great Neck, New York Details
Paul Cuneo's Merrill Lynch Experience 1987 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   1987 - Present

Education
Iona College   1981 — 1985
Finance

St. Mary's Grammer & High School

Andrea Berrondo Andrea Berrondo New York, New York Details
Andrea Berrondo's Merrill Lynch Experience June 2008 - December 2008
Job Pastry and Culinary Arts Chef French Culinary Institute
Industry Food & Beverages
Experience
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

Maureen Kuroski Maureen Kuroski United States Details
Maureen Kuroski's Merrill Lynch Experience August 1988 - October 1990
Job
Industry
Experience
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

Andrew Hennelly Andrew Hennelly Greater New York City Area Details
Andrew Hennelly's Merrill Lynch Experience January 2001 - August 2004
Job Vice President at BlackRock
Industry Investment Management
Experience
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

Anthony Tringali Anthony Tringali White Plains, New York Details
Anthony Tringali's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

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