Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Nicholas Spezio Nicholas Spezio's Merrill Lynch Experience January 2011 - May 2011
Job Senior Associate at PwC
Industry Accounting
Experience
PwC June 2014 - Present
Crowe Horwath LLP September 2012 - May 2014
Merrill Lynch January 2011 - May 2011
Alternative Credit Union January 2011 - April 2011
StudentCity.com September 2009 - April 2011
Skills
Auditing, Accounting, US GAAP, Internal Controls, Investments, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Tax, Banking, Portfolio Management, GAAP, General Ledger, Financial Accounting, SEC filings, Alternative Investments, Private Equity, Hedge Funds, Wealth Management, Microsoft Excel, SEC Filings
Education
Saint John Fisher College 2011 — 2012
Master of Business Administration (M.B.A.), Accounting
Ithaca College 2007 — 2011
Bachelor of Science (BS), Accounting
McQuaid Jesuit 2004 — 2007
High School Diploma, College Preparatory
PwC June 2014 - Present
Crowe Horwath LLP September 2012 - May 2014
Merrill Lynch January 2011 - May 2011
Alternative Credit Union January 2011 - April 2011
StudentCity.com September 2009 - April 2011
Skills
Auditing, Accounting, US GAAP, Internal Controls, Investments, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Tax, Banking, Portfolio Management, GAAP, General Ledger, Financial Accounting, SEC filings, Alternative Investments, Private Equity, Hedge Funds, Wealth Management, Microsoft Excel, SEC Filings
Education
Saint John Fisher College 2011 — 2012
Master of Business Administration (M.B.A.), Accounting
Ithaca College 2007 — 2011
Bachelor of Science (BS), Accounting
McQuaid Jesuit 2004 — 2007
High School Diploma, College Preparatory
Courtney Hanrahan Courtney Hanrahan's Merrill Lynch Experience December 2012 - Present
Job Client Service Partner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Merrill Lynch February 2010 - November 2012
Merrill Lynch April 2008 - February 2010
Merrill Lynch June 2006 - April 2008
Skills
Training, Employee Engagement, Onboarding, Coaching, Training Delivery, Employee Training, Leadership Development, Management
Education
Jacksonville University 2002 — 2006
BS, Management
Merrill Lynch December 2012 - Present
Merrill Lynch February 2010 - November 2012
Merrill Lynch April 2008 - February 2010
Merrill Lynch June 2006 - April 2008
Skills
Training, Employee Engagement, Onboarding, Coaching, Training Delivery, Employee Training, Leadership Development, Management
Education
Jacksonville University 2002 — 2006
BS, Management
Cliff French Cliff French's Merrill Lynch Experience November 2013 - Present
Job Vice President, GWIM Registered Group Operations Manager
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Merrill Lynch February 2010 - Present
Merrill Lynch August 2005 - February 2010
Skills
Six Sigma, Business Process..., Financial Services, Customer Service, Business Process Design, PMO, CRM, Call Centers, Project Management, Visio, SAP, Process Improvement, Series 24, Series 7, Series 66, Project Portfolio...
Education
University of Florida 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Jacksonville University 2006 — 2007
Master of Business Administration (M.B.A.)
Merrill Lynch November 2013 - Present
Merrill Lynch February 2010 - Present
Merrill Lynch August 2005 - February 2010
Skills
Six Sigma, Business Process..., Financial Services, Customer Service, Business Process Design, PMO, CRM, Call Centers, Project Management, Visio, SAP, Process Improvement, Series 24, Series 7, Series 66, Project Portfolio...
Education
University of Florida 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Jacksonville University 2006 — 2007
Master of Business Administration (M.B.A.)
R. Terry Moore R. Terry Moore's Merrill Lynch Experience July 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Morgan Stanley Smith Barney April 1989 - June 2010
Skills
Asset Allocation, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Estate Planning, Retirement, Series 63, Mutual Funds, 401k, Investments, Strategic Financial..., Fixed Annuities, Disability Insurance, Portfolio Management, Asset Management, Investment Advisory, Investment Strategies
Education
Jacksonville State University 1975 — 1979
BS, Finance, General
Gardendale High School 1973 — 1975
Merrill Lynch July 2010 - Present
Morgan Stanley Smith Barney April 1989 - June 2010
Skills
Asset Allocation, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Estate Planning, Retirement, Series 63, Mutual Funds, 401k, Investments, Strategic Financial..., Fixed Annuities, Disability Insurance, Portfolio Management, Asset Management, Investment Advisory, Investment Strategies
Education
Jacksonville State University 1975 — 1979
BS, Finance, General
Gardendale High School 1973 — 1975
Viviane Marani, MBA Viviane Marani, MBA's Merrill Lynch Experience March 2010 - May 2010
Job Data Science student @ GalvanizeU
Industry Internet
Experience
Google through Advantage Technical Resourcing February 2013 - January 2014
Stanford University October 2012 - March 2013
The Walt Disney Company January 2012 - June 2012
Walt Disney World October 2011 - December 2011
Merrill Lynch March 2010 - May 2010
International Tennis Federation August 2004 - August 2006
Skills
Financial Analysis, Data Analysis, Corporate Finance, Business Strategy, Competitive Analysis, Forecasting, Financial Modeling, Data Mining, Google Adwords, Payroll Services, Business Intelligence, Big Data, SQL, SAP, Public Speaking, Marketing Strategy, Online Advertising, SEM, Project Management, Machine Learning, Strategy, Business Analysis, Statistical Modeling, Relational Databases, Data Visualization, SEO, Data Science, CRM, Coaching, Time Management, Financial Planning
Education
University of New Haven 2015 — 2016
Master's of Engineering, Data Science/Big Data
Jacksonville State University 2013 — 2015
Master of Business Administration (MBA), Business Analytics
University of Alabama at Birmingham - Collat School of Business 2014 — 2014
Master of Business Administration (MBA), Information Technology, 4.0
Jacksonville State University 2007 — 2011
Bachelor of Science, Accounting and Finance
Google through Advantage Technical Resourcing February 2013 - January 2014
Stanford University October 2012 - March 2013
The Walt Disney Company January 2012 - June 2012
Walt Disney World October 2011 - December 2011
Merrill Lynch March 2010 - May 2010
International Tennis Federation August 2004 - August 2006
Skills
Financial Analysis, Data Analysis, Corporate Finance, Business Strategy, Competitive Analysis, Forecasting, Financial Modeling, Data Mining, Google Adwords, Payroll Services, Business Intelligence, Big Data, SQL, SAP, Public Speaking, Marketing Strategy, Online Advertising, SEM, Project Management, Machine Learning, Strategy, Business Analysis, Statistical Modeling, Relational Databases, Data Visualization, SEO, Data Science, CRM, Coaching, Time Management, Financial Planning
Education
University of New Haven 2015 — 2016
Master's of Engineering, Data Science/Big Data
Jacksonville State University 2013 — 2015
Master of Business Administration (MBA), Business Analytics
University of Alabama at Birmingham - Collat School of Business 2014 — 2014
Master of Business Administration (MBA), Information Technology, 4.0
Jacksonville State University 2007 — 2011
Bachelor of Science, Accounting and Finance
Hassan Cruz's Merrill Lynch Experience July 2009 - August 2012
Job Sr. Fraud Analyst at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America August 2012 - February 2014
Women's Help Center 2009 - 2014
Merrill Lynch July 2009 - August 2012
Cruz Business Services February 2003 - April 2011
BellSouth Business 2001 - January 2003
Staff Leasing 1995 - 2000
Skills
Account Management, Marketing, Contract Management, Customer Service, Management Consulting, Employee Benefits, Project Management, Leadership, B2B, Risk Management, Training, Call Center, Management, Customer Satisfaction, Sales Presentations, Benefits Administration, Competitive Analysis, Outlook, Microsoft Excel, Payroll, Human Resources, Recruiting, Insurance, Call Centers, Budgets, Accounting, Business Development, Credit, Cold Calling, Banking, Sales, Team Building, Executive Management, Negotiation, Process Improvement, Small Business, Project Planning, Finance, 401k, CRM
Education
Jacksonville University 1986 — 1991
BA, Business Management
Bank of America February 2014 - Present
Bank of America August 2012 - February 2014
Women's Help Center 2009 - 2014
Merrill Lynch July 2009 - August 2012
Cruz Business Services February 2003 - April 2011
BellSouth Business 2001 - January 2003
Staff Leasing 1995 - 2000
Skills
Account Management, Marketing, Contract Management, Customer Service, Management Consulting, Employee Benefits, Project Management, Leadership, B2B, Risk Management, Training, Call Center, Management, Customer Satisfaction, Sales Presentations, Benefits Administration, Competitive Analysis, Outlook, Microsoft Excel, Payroll, Human Resources, Recruiting, Insurance, Call Centers, Budgets, Accounting, Business Development, Credit, Cold Calling, Banking, Sales, Team Building, Executive Management, Negotiation, Process Improvement, Small Business, Project Planning, Finance, 401k, CRM
Education
Jacksonville University 1986 — 1991
BA, Business Management
Michael T. Baker's Merrill Lynch Experience February 2010 - April 2013
Job Regional Sales Consultant at TriNet
Industry Human Resources
Experience
TriNet March 2015 - Present
Fall of Envy, Inc. September 2005 - Present
Insperity May 2013 - March 2015
Merrill Lynch February 2010 - April 2013
Allstate June 2008 - November 2009
Aflac October 2007 - May 2009
Allstate October 2002 - October 2007
Rhythm Heavy Records, LLC February 1997 - July 2003
Skills
Marketing, Marketing Strategy, Sales, Insurance, Employee Benefits, Small Business, Songwriting, Customer Service, Social Networking, Account Management, Whole Life, Business Networking, Sales Management, Team Building, Customer Retention, New Business Development, Licensing, Accident, Social Media Marketing, Public Speaking, Leadership Development, Human Resources, Singing, Social Media, Music Industry, Music Production, Cold Calling, Solution Selling, Networking, Music, Training, Recording, Time Management, Strategy, Sales Operations, Online Marketing, Leadership, Management, Direct Sales, Sales Process, Finance, Sales Presentations, Building Relationships, Selling, Management Consulting, Business Strategy
Education
Jacksonville University 2011 — 2013
Business, Finance, Management, Marketing, and Related Support Services
TriNet March 2015 - Present
Fall of Envy, Inc. September 2005 - Present
Insperity May 2013 - March 2015
Merrill Lynch February 2010 - April 2013
Allstate June 2008 - November 2009
Aflac October 2007 - May 2009
Allstate October 2002 - October 2007
Rhythm Heavy Records, LLC February 1997 - July 2003
Skills
Marketing, Marketing Strategy, Sales, Insurance, Employee Benefits, Small Business, Songwriting, Customer Service, Social Networking, Account Management, Whole Life, Business Networking, Sales Management, Team Building, Customer Retention, New Business Development, Licensing, Accident, Social Media Marketing, Public Speaking, Leadership Development, Human Resources, Singing, Social Media, Music Industry, Music Production, Cold Calling, Solution Selling, Networking, Music, Training, Recording, Time Management, Strategy, Sales Operations, Online Marketing, Leadership, Management, Direct Sales, Sales Process, Finance, Sales Presentations, Building Relationships, Selling, Management Consulting, Business Strategy
Education
Jacksonville University 2011 — 2013
Business, Finance, Management, Marketing, and Related Support Services
Bridget Riberdy Bridget Riberdy's Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch May 2014 - August 2014
Bentall Kennedy May 2013 - August 2013
Bentall Kennedy May 2012 - August 2012
Town of Whitby January 2011 - June 2011
Skills
Time Management, Leadership, Teamwork, Problem Solving, Analysis, Communication, Microsoft Excel, Teaching, Financial Analysis, PowerPoint
Education
Ivey Business School at Western University 2013 — 2015
Honours Business Administration
Western University 2011 — 2013
Management and Organizational Studies
Passed Level I of the CFA Program
Merrill Lynch July 2015 - Present
Merrill Lynch May 2014 - August 2014
Bentall Kennedy May 2013 - August 2013
Bentall Kennedy May 2012 - August 2012
Town of Whitby January 2011 - June 2011
Skills
Time Management, Leadership, Teamwork, Problem Solving, Analysis, Communication, Microsoft Excel, Teaching, Financial Analysis, PowerPoint
Education
Ivey Business School at Western University 2013 — 2015
Honours Business Administration
Western University 2011 — 2013
Management and Organizational Studies
Passed Level I of the CFA Program
Michael Wilken, MBA Michael Wilken, MBA's Merrill Lynch Experience October 2015 - Present
Job Veteran Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch October 2015 - Present
Wells Fargo Advisors January 2014 - May 2015
Wells Fargo Advisors May 2008 - January 2014
Wells Fargo Advisors June 2006 - June 2008
Henrico County Division of Police June 2003 - June 2006
US Army November 1995 - May 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Public Speaking, Risk Analysis, Financial Services, Military Experience, Equity Trading, Employee Training, Regulatory Compliance, Team Leadership, Training, Team Building, Administration, Mutual Funds, Investments, Series 7, Equities, Risk Management, Securities
Education
Western Governors University 2014 — 2015
Master of Business Administration (M.B.A.), MBA - Strategy and Management
Southern New Hampshire University 2011 — 2013
Bachelor's Degree, History
J Sargeant Reynolds Community College
Associate of Science, Business Administration
Merrill Lynch October 2015 - Present
Wells Fargo Advisors January 2014 - May 2015
Wells Fargo Advisors May 2008 - January 2014
Wells Fargo Advisors June 2006 - June 2008
Henrico County Division of Police June 2003 - June 2006
US Army November 1995 - May 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Public Speaking, Risk Analysis, Financial Services, Military Experience, Equity Trading, Employee Training, Regulatory Compliance, Team Leadership, Training, Team Building, Administration, Mutual Funds, Investments, Series 7, Equities, Risk Management, Securities
Education
Western Governors University 2014 — 2015
Master of Business Administration (M.B.A.), MBA - Strategy and Management
Southern New Hampshire University 2011 — 2013
Bachelor's Degree, History
J Sargeant Reynolds Community College
Associate of Science, Business Administration
Davon Phillips's Merrill Lynch Experience April 2013 - Present
Job Vice President Market Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Edge December 2011 - April 2013
Merrill Edge April 2011 - December 2011
Primerica August 2007 - December 2008
Skills
Series 7, Series 66, Series 9, Series 10, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Securities, Retirement Planning, Mutual Funds, Asset Management, Banking, Risk Management, Financial Services, Retirement, Trading, Finance, Investment Strategies, Options, Financial Risk, FINRA, Uniform Combined State..., Leadership, Customer Service, Public Speaking, Financial Analysis, Management, Strategic Planning, Financial Planning, Microsoft Word
Education
Jacksonville University 2014 — 2016
Master of Business Administration (MBA), Management
Jacksonville University 2006 — 2011
Bachelor of Science (BS), Accounting and Philosophy
Merrill Lynch April 2013 - Present
Merrill Edge December 2011 - April 2013
Merrill Edge April 2011 - December 2011
Primerica August 2007 - December 2008
Skills
Series 7, Series 66, Series 9, Series 10, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Securities, Retirement Planning, Mutual Funds, Asset Management, Banking, Risk Management, Financial Services, Retirement, Trading, Finance, Investment Strategies, Options, Financial Risk, FINRA, Uniform Combined State..., Leadership, Customer Service, Public Speaking, Financial Analysis, Management, Strategic Planning, Financial Planning, Microsoft Word
Education
Jacksonville University 2014 — 2016
Master of Business Administration (MBA), Management
Jacksonville University 2006 — 2011
Bachelor of Science (BS), Accounting and Philosophy
Olajide Johnson Olajide Johnson's Merrill Lynch Experience StudentstudentSeptember 2014 - Present
Job cma at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch StudentstudentSeptember 2014 - Present
ITT TECHNICAL INSTITUTE OF ARLINGTON TX September 2014 - Present
Education
ITT Technical Institute-Arlington 2014 — 2015
Associate Applied science, Electrical and Electronics Engineering
Merrill Lynch StudentstudentSeptember 2014 - Present
ITT TECHNICAL INSTITUTE OF ARLINGTON TX September 2014 - Present
Education
ITT Technical Institute-Arlington 2014 — 2015
Associate Applied science, Electrical and Electronics Engineering
Erin Machen Erin Machen's Merrill Lynch Experience July 2007 - December 2007
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Sarrell Dental May 2011 - November 2012
Sarrell Dental February 2011 - May 2011
The Home Depot October 2010 - March 2011
The Home Depot May 2009 - October 2010
The Home Depot May 2009 - October 2010
The Home Depot May 2009 - October 2010
The Home Depot February 2005 - May 2009
The Home Depot February 2005 - May 2009
Merrill Lynch July 2007 - December 2007
Skills
Customer Satisfaction, Management, Sales, Microsoft Excel, Marketing, Team Building, Time Management, Inventory Management, Account Management, Leadership
Education
Jacksonville State University 2009 — 2010
Bachelor's degree, Marketing
Sam Houston State University 2004 — 2009
Business/Commerce, General
Sarrell Dental May 2011 - November 2012
Sarrell Dental February 2011 - May 2011
The Home Depot October 2010 - March 2011
The Home Depot May 2009 - October 2010
The Home Depot May 2009 - October 2010
The Home Depot May 2009 - October 2010
The Home Depot February 2005 - May 2009
The Home Depot February 2005 - May 2009
Merrill Lynch July 2007 - December 2007
Skills
Customer Satisfaction, Management, Sales, Microsoft Excel, Marketing, Team Building, Time Management, Inventory Management, Account Management, Leadership
Education
Jacksonville State University 2009 — 2010
Bachelor's degree, Marketing
Sam Houston State University 2004 — 2009
Business/Commerce, General
Scott Tocco Scott Tocco's Merrill Lynch Experience May 2012 - August 2012
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC August 2014 - Present
Merrill Lynch May 2012 - August 2012
Ithaca College August 2010 - September 2010
Ithaca College June 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Hedge Funds, Finance, Investments, Social Networking
Education
Ithaca College 2013 — 2014
Master of Business Administration (M.B.A.), Professional Accountancy
Ithaca College 2009 — 2013
Bachelor's Degree, Accounting, Business Administration Finance Concentration
Ithaca College London Center 2011 — 2011
PwC August 2014 - Present
Merrill Lynch May 2012 - August 2012
Ithaca College August 2010 - September 2010
Ithaca College June 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Hedge Funds, Finance, Investments, Social Networking
Education
Ithaca College 2013 — 2014
Master of Business Administration (M.B.A.), Professional Accountancy
Ithaca College 2009 — 2013
Bachelor's Degree, Accounting, Business Administration Finance Concentration
Ithaca College London Center 2011 — 2011
Djibril Toure's Merrill Lynch Experience February 1995 - June 2001
Job Founder, President at EQUITRADE Corp.
Industry International Trade and Development
Experience
Johnson & Johnson June 2013 - Present
EQUITRADE Corp. August 2004 - Present
Citi April 2012 - June 2013
Florida Blue June 2001 - April 2012
Merrill Lynch February 1995 - June 2001
Skills
Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Management, Training, Microsoft Office, Research, English, Windows, Outlook, SQL, Strategic Planning, Business Planning, Business Analysis, Analysis, Program Management, Data Analysis, Consulting, Budgets, Process Improvement, Change Management, Strategy, Cross-functional Team..., Project Management, Vendor Management, Business Process..., Marketing
Education
Jacksonville University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Ecole Nationale Superieure D'Agronomie 1988 — 1992
Bachelor's Degree, Agricultural Engineering
Johnson & Johnson June 2013 - Present
EQUITRADE Corp. August 2004 - Present
Citi April 2012 - June 2013
Florida Blue June 2001 - April 2012
Merrill Lynch February 1995 - June 2001
Skills
Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Management, Training, Microsoft Office, Research, English, Windows, Outlook, SQL, Strategic Planning, Business Planning, Business Analysis, Analysis, Program Management, Data Analysis, Consulting, Budgets, Process Improvement, Change Management, Strategy, Cross-functional Team..., Project Management, Vendor Management, Business Process..., Marketing
Education
Jacksonville University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Ecole Nationale Superieure D'Agronomie 1988 — 1992
Bachelor's Degree, Agricultural Engineering
Patrick Manion Patrick Manion's Merrill Lynch Experience November 2013 - July 2014
Job Financial Associate at Webster Bank
Industry Banking
Experience
Webster Bank September 2014 - Present
Merrill Lynch November 2013 - July 2014
People's United Bank February 2012 - October 2013
People's United Bank October 2006 - February 2011
People's United Bank October 2004 - October 2006
Skills
FINRA Series 6, Mortgage, Insurance, Banking, Loans, Customer Service, Investments, Customer Experience, Microsoft Office, Series 63, Series 6, Mortgage Lending, CRM, Management, Series 7, Consumer Lending, Financial Services, Wealth Management, Training, Sales, Relationship Management, Retail Banking, Cross Selling, Lines Of Credit, Branch Management, Residential Mortgages, Home Equity Lines of..., Loan Origination, Refinance
Education
Ithaca College 1999 — 2003
BS, Commications
Ithaca College 1999 — 2003
Bachelor of Science (BS), Comm\
Newtown High
Webster Bank September 2014 - Present
Merrill Lynch November 2013 - July 2014
People's United Bank February 2012 - October 2013
People's United Bank October 2006 - February 2011
People's United Bank October 2004 - October 2006
Skills
FINRA Series 6, Mortgage, Insurance, Banking, Loans, Customer Service, Investments, Customer Experience, Microsoft Office, Series 63, Series 6, Mortgage Lending, CRM, Management, Series 7, Consumer Lending, Financial Services, Wealth Management, Training, Sales, Relationship Management, Retail Banking, Cross Selling, Lines Of Credit, Branch Management, Residential Mortgages, Home Equity Lines of..., Loan Origination, Refinance
Education
Ithaca College 1999 — 2003
BS, Commications
Ithaca College 1999 — 2003
Bachelor of Science (BS), Comm\
Newtown High
Nevin Zimmermann Nevin Zimmermann's Merrill Lynch Experience March 1993 - March 1994
Job Sr Chief Technical Officer at GE Capital
Industry Financial Services
Experience
GE Capital April 2015 - Present
GE Capital December 2014 - Present
GE January 2014 - Present
GE Healthcare 2007 - December 2013
GE Healthcare September 2005 - March 2007
GE Industrial Systems March 2001 - August 2005
CNBC 2000 - 2001
GE Corporate 1999 - 2000
Pepsi-Cola March 1994 - March 1999
Merrill Lynch March 1993 - March 1994
Skills
Cross-functional Team..., IT Strategy, Healthcare Information..., Program Management, Integration, Enterprise Architecture, Six Sigma, Vendor Management, Organizational..., Strategy, Cloud Computing, Business Intelligence, Executive Management, Process Improvement, IT Operations, Business Process..., SaaS, Enterprise Software, Project Management, IT Management, Project Portfolio..., Information Technology, Business Process, Outsourcing, SDLC, PMP, Software Project..., Disaster Recovery, Leadership, Product Management, IT Service Management, Software Development, Solution Architecture, Agile Methodologies, Agile Project Management, ERP, Data Center, Requirements Analysis, Strategic Planning
Education
Ithaca College 1979 — 1983
BS, Management, Minor Computer Science
GE Capital April 2015 - Present
GE Capital December 2014 - Present
GE January 2014 - Present
GE Healthcare 2007 - December 2013
GE Healthcare September 2005 - March 2007
GE Industrial Systems March 2001 - August 2005
CNBC 2000 - 2001
GE Corporate 1999 - 2000
Pepsi-Cola March 1994 - March 1999
Merrill Lynch March 1993 - March 1994
Skills
Cross-functional Team..., IT Strategy, Healthcare Information..., Program Management, Integration, Enterprise Architecture, Six Sigma, Vendor Management, Organizational..., Strategy, Cloud Computing, Business Intelligence, Executive Management, Process Improvement, IT Operations, Business Process..., SaaS, Enterprise Software, Project Management, IT Management, Project Portfolio..., Information Technology, Business Process, Outsourcing, SDLC, PMP, Software Project..., Disaster Recovery, Leadership, Product Management, IT Service Management, Software Development, Solution Architecture, Agile Methodologies, Agile Project Management, ERP, Data Center, Requirements Analysis, Strategic Planning
Education
Ithaca College 1979 — 1983
BS, Management, Minor Computer Science
Paul Cercy Paul Cercy's Merrill Lynch Experience August 2011 - Present
Job Level II Windows System Admin at Bank of America
Industry Computer Networking
Experience
Bank of America August 2014 - Present
Merrill Lynch August 2011 - Present
Skills
Active Directory, Windows Server, Windows 7, XP, Troubleshooting, Technical Support, Servers, Help Desk Support, Microsoft Exchange, BMC Remedy, VMware ESX, Blackberry Enterprise..., Computer Hardware, Laptops, Windows XP, Software Installation, VPN, DHCP, Windows Vista, Blackberry, Routers, System Administration, SCCM, Windows, DNS, Operating Systems, Microsoft Office, Group Policy, Printers
Education
DeVry 2012 — 2013
Bachelor of Technology Management
ITT Technical Institute-Jacksonville 2008 — 2011
Associate of Science (A.S.), Computer Networking Systems
Bank of America August 2014 - Present
Merrill Lynch August 2011 - Present
Skills
Active Directory, Windows Server, Windows 7, XP, Troubleshooting, Technical Support, Servers, Help Desk Support, Microsoft Exchange, BMC Remedy, VMware ESX, Blackberry Enterprise..., Computer Hardware, Laptops, Windows XP, Software Installation, VPN, DHCP, Windows Vista, Blackberry, Routers, System Administration, SCCM, Windows, DNS, Operating Systems, Microsoft Office, Group Policy, Printers
Education
DeVry 2012 — 2013
Bachelor of Technology Management
ITT Technical Institute-Jacksonville 2008 — 2011
Associate of Science (A.S.), Computer Networking Systems
Erica Cockfield, MBA's Merrill Lynch Experience July 2002 - September 2005
Job Sr. Manager, Workforce Management at Cox Enterprises
Industry Consumer Services
Experience
Cox Communications September 2014 - Present
AutoTrader.com May 2011 - Present
City of Atlanta November 2007 - August 2010
State of Georgia February 2006 - November 2007
Merrill Lynch July 2002 - September 2005
Aetna U.S. Healthcare January 1997 - January 2002
AT&T January 1993 - January 1997
Skills
Call Center, Process Improvement, Customer Service, Operations Management, Vendor Management, Performance Management, Customer Satisfaction, Metrics, Change Management, Team Building, Strategic Planning, Coaching, Cross-functional Team..., Budgets, Business Process..., Program Management, Team Leadership, Leadership, Leadership Development, Management, CRM, Business Analysis, Call Centers, Project Management, Analysis, Training, Six Sigma, Forecasting, Strategy, Quality Assurance, Business Planning, Workforce Management, Analytics, Customer Experience
Education
2011 Strayer University 2010 — 2013
Masters, Business Administration
Jacksonville University 2001 — 2004
Bachelor Degree, Business Management
Florida Community College
Associate Degree, General Education
Purdue University
Cox Communications September 2014 - Present
AutoTrader.com May 2011 - Present
City of Atlanta November 2007 - August 2010
State of Georgia February 2006 - November 2007
Merrill Lynch July 2002 - September 2005
Aetna U.S. Healthcare January 1997 - January 2002
AT&T January 1993 - January 1997
Skills
Call Center, Process Improvement, Customer Service, Operations Management, Vendor Management, Performance Management, Customer Satisfaction, Metrics, Change Management, Team Building, Strategic Planning, Coaching, Cross-functional Team..., Budgets, Business Process..., Program Management, Team Leadership, Leadership, Leadership Development, Management, CRM, Business Analysis, Call Centers, Project Management, Analysis, Training, Six Sigma, Forecasting, Strategy, Quality Assurance, Business Planning, Workforce Management, Analytics, Customer Experience
Education
2011 Strayer University 2010 — 2013
Masters, Business Administration
Jacksonville University 2001 — 2004
Bachelor Degree, Business Management
Florida Community College
Associate Degree, General Education
Purdue University
Marisa A. Redublo's Merrill Lynch Experience November 1999 - February 2002
Job Marketing and Brand Management
Industry Marketing and Advertising
Experience
U.S. Bank / FSV Payment Systems March 2015 - Present
FIS Global September 2014 - January 2015
Adecco Group North America July 2010 - May 2014
Adecco Group North America January 2007 - June 2010
Adecco Group North America (formerly MPS Group, Inc.) May 2004 - December 2006
Washington Mutual May 2003 - May 2004
Merrill Lynch November 1999 - February 2002
Skills
Event Management, Trade Shows, Marketing Management, Strategy execution, Social Media Marketing, Marketing Strategy, Marketing Communications, Corporate Events, Brand Awareness, Website Management, Brand Management, Strategic Planning, Rebrand, Email Marketing, Project Coordination, Brand Communication, Budget Management, Advertising, Special Events, Event Execution, Digital Marketing, Online Marketing, Social Networking, Project Planning, Event Planning, B2B, Brand Development, Budgets, Management, Account Management, Integrated Marketing, Marketing, Social Media, Lead Generation, Human Resources, Direct Marketing, CRM, B2B Marketing, Training, Recruiting, Online Advertising, Fundraising, Business Development, Strategy, Internal Communications, Sponsorship
Education
Jacksonville University 2009 — 2011
Master of Business Administration (MBA), Marketing
Jacksonville University 2001 — 2003
Bachelor of Science, Marketing
U.S. Bank / FSV Payment Systems March 2015 - Present
FIS Global September 2014 - January 2015
Adecco Group North America July 2010 - May 2014
Adecco Group North America January 2007 - June 2010
Adecco Group North America (formerly MPS Group, Inc.) May 2004 - December 2006
Washington Mutual May 2003 - May 2004
Merrill Lynch November 1999 - February 2002
Skills
Event Management, Trade Shows, Marketing Management, Strategy execution, Social Media Marketing, Marketing Strategy, Marketing Communications, Corporate Events, Brand Awareness, Website Management, Brand Management, Strategic Planning, Rebrand, Email Marketing, Project Coordination, Brand Communication, Budget Management, Advertising, Special Events, Event Execution, Digital Marketing, Online Marketing, Social Networking, Project Planning, Event Planning, B2B, Brand Development, Budgets, Management, Account Management, Integrated Marketing, Marketing, Social Media, Lead Generation, Human Resources, Direct Marketing, CRM, B2B Marketing, Training, Recruiting, Online Advertising, Fundraising, Business Development, Strategy, Internal Communications, Sponsorship
Education
Jacksonville University 2009 — 2011
Master of Business Administration (MBA), Marketing
Jacksonville University 2001 — 2003
Bachelor of Science, Marketing
Karina Eichenberg Karina Eichenberg's Merrill Lynch Experience September 1998 - September 2003
Job Investor Relations at Tudor Investment Corporation
Industry Financial Services
Experience
Tudor Investment Corporation April 2008 - Present
Lehman Brothers April 2006 - April 2008
Merrill Lynch September 1998 - September 2003
RBC Dominion Securities June 1996 - September 1998
ARTHUR ANDERSEN LLP September 1993 - May 1996
Skills
Investor Relations, Hedge Funds, Equity Derivatives, Financial Markets, Prime Brokerage, Alternative Investments, Equities, Capital Markets, Fixed Income, Bloomberg, Equity Research, Asset Management, Private Equity, Derivatives, Investment Banking, Emerging Markets, Valuation, Fund Of Funds, Investments, Trading, Portfolio Management, Options, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1993
BA, Honors Business Administration, Business
Tudor Investment Corporation April 2008 - Present
Lehman Brothers April 2006 - April 2008
Merrill Lynch September 1998 - September 2003
RBC Dominion Securities June 1996 - September 1998
ARTHUR ANDERSEN LLP September 1993 - May 1996
Skills
Investor Relations, Hedge Funds, Equity Derivatives, Financial Markets, Prime Brokerage, Alternative Investments, Equities, Capital Markets, Fixed Income, Bloomberg, Equity Research, Asset Management, Private Equity, Derivatives, Investment Banking, Emerging Markets, Valuation, Fund Of Funds, Investments, Trading, Portfolio Management, Options, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1993
BA, Honors Business Administration, Business
Greg Masucci, CIMA's Merrill Lynch Experience January 2006 - July 2007
Job Executive Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management May 2011 - Present
Genworth Financial January 2009 - November 2010
Genworth September 2007 - December 2008
Merrill Lynch January 2006 - July 2007
Merrill Lynch September 2003 - December 2005
Merrill Lynch January 1999 - September 2003
Merrill Lynch October 1997 - December 1998
Merrill Lynch June 1996 - September 1997
Merrill Lynch July 1995 - May 1996
Skills
Series 7, Business Strategy, Strategic Planning, Business Development, Series 63, Marketing Strategy, Wealth Management, Sales Management, Sales Operations, Mutual Funds, Investments, Finance, Asset Management, Alternative Investments, Financial Services, Asset Allocation, Relationship Management, Series 24, Separately Managed..., Investment Advisory, Investment Strategies, Insurance, Fixed Annuities, Leadership, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Fixed Income, Hedge Funds, ETFs, Series 65, Strategic Financial..., Bonds, Wealth Management..., Financial Markets, Structured Products, Credit, Long-term Care, Life Insurance, Pensions, Variable Annuities, Sales, Management, Retirement
Education
Jacksonville University 1992 — 1995
Bachelor of Science, Finance
University of Miami 1990 — 1992
Darden School of Business, University of Virginia
Advanced Leadership Program
JP Morgan Asset Management May 2011 - Present
Genworth Financial January 2009 - November 2010
Genworth September 2007 - December 2008
Merrill Lynch January 2006 - July 2007
Merrill Lynch September 2003 - December 2005
Merrill Lynch January 1999 - September 2003
Merrill Lynch October 1997 - December 1998
Merrill Lynch June 1996 - September 1997
Merrill Lynch July 1995 - May 1996
Skills
Series 7, Business Strategy, Strategic Planning, Business Development, Series 63, Marketing Strategy, Wealth Management, Sales Management, Sales Operations, Mutual Funds, Investments, Finance, Asset Management, Alternative Investments, Financial Services, Asset Allocation, Relationship Management, Series 24, Separately Managed..., Investment Advisory, Investment Strategies, Insurance, Fixed Annuities, Leadership, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Fixed Income, Hedge Funds, ETFs, Series 65, Strategic Financial..., Bonds, Wealth Management..., Financial Markets, Structured Products, Credit, Long-term Care, Life Insurance, Pensions, Variable Annuities, Sales, Management, Retirement
Education
Jacksonville University 1992 — 1995
Bachelor of Science, Finance
University of Miami 1990 — 1992
Darden School of Business, University of Virginia
Advanced Leadership Program
Joe Augustine's Merrill Lynch Experience January 1990 - February 1999
Job Owner, Body by Design Studio
Industry Health, Wellness and Fitness
Experience
Body by Design Studio January 1999 - Present
Merrill Lynch January 1990 - February 1999
Skills
Personal Training, Wellness, Strength Training, Fitness, Nutrition, Social Media Marketing, Email Marketing, Online Advertising, SEO, Sales, Marketing Strategy, Sports Nutrition, Online Marketing, Fitness Training
Education
Jacksonville University 1994 — 1995
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General, Summa Cum Laude
Jacksonville University 1987 — 1990
Bachelor of Arts (B.A.), Political Science and Government, Summa Cum Laude
Jacksonville University 1985 — 1990
Bachelor of Arts (B.A.), Health and Physical Education/Fitness, Summa Cum Laude
Body by Design Studio January 1999 - Present
Merrill Lynch January 1990 - February 1999
Skills
Personal Training, Wellness, Strength Training, Fitness, Nutrition, Social Media Marketing, Email Marketing, Online Advertising, SEO, Sales, Marketing Strategy, Sports Nutrition, Online Marketing, Fitness Training
Education
Jacksonville University 1994 — 1995
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General, Summa Cum Laude
Jacksonville University 1987 — 1990
Bachelor of Arts (B.A.), Political Science and Government, Summa Cum Laude
Jacksonville University 1985 — 1990
Bachelor of Arts (B.A.), Health and Physical Education/Fitness, Summa Cum Laude
Liam Miller Liam Miller's Merrill Lynch Experience November 2012 - February 2014
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2014 - Present
BMO Capital Markets February 2014 - August 2014
Merrill Lynch November 2012 - February 2014
Goldman Sachs April 2012 - November 2012
Goldman Sachs May 2011 - September 2011
JPMorgan Chase May 2010 - September 2010
Deloitte May 2009 - September 2009
Volkswagen May 2008 - September 2008
Suncor Energy May 2007 - September 2007
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Finance and Investment Banking
University of Toronto 2006 — 2010
Bachelor of Engineering (B.Eng.), Minor in Commerce
Mentor College 2002 — 2006
Goldman Sachs September 2014 - Present
BMO Capital Markets February 2014 - August 2014
Merrill Lynch November 2012 - February 2014
Goldman Sachs April 2012 - November 2012
Goldman Sachs May 2011 - September 2011
JPMorgan Chase May 2010 - September 2010
Deloitte May 2009 - September 2009
Volkswagen May 2008 - September 2008
Suncor Energy May 2007 - September 2007
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Finance and Investment Banking
University of Toronto 2006 — 2010
Bachelor of Engineering (B.Eng.), Minor in Commerce
Mentor College 2002 — 2006
Jerry Sculley's Merrill Lynch Experience October 2007 - June 2008
Job Global Change and Release Manager
Industry Information Technology and Services
Experience
Adecco Group August 2014 - Present
CSX Technology January 2013 - August 2014
Deutsche Bank July 2009 - July 2012
Merrill Lynch October 2007 - June 2008
Fidelity Information Services March 2001 - 2007
Alltel Information Services July 1991 - March 2001
Skills
Process Improvement, Process Definition, ITIL Certified, Employee Training, Change Management, Incident Management, Configuration Management, Maximo, Toad, Reporting & Analysis, Customer Support, Technical Support, Advocate, Manage Client..., Team Building, Team Leadership, Cross-functional Team..., Multi Tasking, Problem Solving, Creative Strategy, Oracle Reports, Excel Dashboards, BMC Remedy, HP Service Manager, Financial Applications, Consensus Building, Technology Change..., Release Management, Disaster Recovery
Education
Global Knowlege
ITIL V3 - CSI (Continuous Service Improvement) certification
ITSM Academy 2012 — 2012
ITIL V3, Foundations Certification
ITSM Academy 2010 — 2010
ITIL V2 PRACTIONEER, CHANGE, CONFIG, RELEASE, SERVICE DESK, INCIDENT, PROBLEM
Jacksonville University 1983 — 1987
BS, Computer Science and Math
ITSM Solutions 2015 — 2015
ITIL V3 (Service Transition) Certification
ITSM Solutions 2015 — 2015
ITIL V3 (Service Operation) Certification
ITSM Solutions 2015 — 2015
ITIL V3 Managing Across the Life cycle Certification (ITIL Expert)
Adecco Group August 2014 - Present
CSX Technology January 2013 - August 2014
Deutsche Bank July 2009 - July 2012
Merrill Lynch October 2007 - June 2008
Fidelity Information Services March 2001 - 2007
Alltel Information Services July 1991 - March 2001
Skills
Process Improvement, Process Definition, ITIL Certified, Employee Training, Change Management, Incident Management, Configuration Management, Maximo, Toad, Reporting & Analysis, Customer Support, Technical Support, Advocate, Manage Client..., Team Building, Team Leadership, Cross-functional Team..., Multi Tasking, Problem Solving, Creative Strategy, Oracle Reports, Excel Dashboards, BMC Remedy, HP Service Manager, Financial Applications, Consensus Building, Technology Change..., Release Management, Disaster Recovery
Education
Global Knowlege
ITIL V3 - CSI (Continuous Service Improvement) certification
ITSM Academy 2012 — 2012
ITIL V3, Foundations Certification
ITSM Academy 2010 — 2010
ITIL V2 PRACTIONEER, CHANGE, CONFIG, RELEASE, SERVICE DESK, INCIDENT, PROBLEM
Jacksonville University 1983 — 1987
BS, Computer Science and Math
ITSM Solutions 2015 — 2015
ITIL V3 (Service Transition) Certification
ITSM Solutions 2015 — 2015
ITIL V3 (Service Operation) Certification
ITSM Solutions 2015 — 2015
ITIL V3 Managing Across the Life cycle Certification (ITIL Expert)
Antoinette Scott's Merrill Lynch Experience August 2007 - August 2011
Job CEO at Scott Household
Industry Financial Services
Experience
Scott Household August 2011 - Present
Merrill Lynch August 2007 - August 2011
Skills
Options, Trading Systems, Insurance, Series 63, Bonds
Education
Jacksonville University
BS-Finance/Management
Scott Household August 2011 - Present
Merrill Lynch August 2007 - August 2011
Skills
Options, Trading Systems, Insurance, Series 63, Bonds
Education
Jacksonville University
BS-Finance/Management
Jason O'Brien's Merrill Lynch Experience July 2007 - April 2009
Job IT Procurement Manager at CSX
Industry Information Technology and Services
Experience
CSX September 2013 - Present
SunGard Financial Systems March 2012 - August 2013
Bank of America April 2009 - October 2011
Merrill Lynch July 2007 - April 2009
ADT Fire & Security May 2000 - May 2007
Protective Life May 1994 - February 2000
US Army June 1990 - May 1994
Skills
Process Improvement, Business Analysis, Oracle, Data Center, IT Strategy, Vendor Management, Networking, SDLC, SharePoint, Disaster Recovery, Business Intelligence, Integration, PMP, Requirements Analysis, Security, IT Operations, Visio, Software Project..., Business Continuity, Program Management, ITIL
Education
Jacksonville University 2004 — 2012
Master of Business Administration, Management
Jacksonville University 2001 — 2003
Bachelor of Science, Information Systems
CSX September 2013 - Present
SunGard Financial Systems March 2012 - August 2013
Bank of America April 2009 - October 2011
Merrill Lynch July 2007 - April 2009
ADT Fire & Security May 2000 - May 2007
Protective Life May 1994 - February 2000
US Army June 1990 - May 1994
Skills
Process Improvement, Business Analysis, Oracle, Data Center, IT Strategy, Vendor Management, Networking, SDLC, SharePoint, Disaster Recovery, Business Intelligence, Integration, PMP, Requirements Analysis, Security, IT Operations, Visio, Software Project..., Business Continuity, Program Management, ITIL
Education
Jacksonville University 2004 — 2012
Master of Business Administration, Management
Jacksonville University 2001 — 2003
Bachelor of Science, Information Systems
Sergei Tchetvertnykh Sergei Tchetvertnykh's Merrill Lynch Experience January 2000 - December 2001
Job CEO, Bayview Ridge Capital
Industry Investment Management
Experience
Bayview Ridge Capital January 2012 - Present
Globacor Partners Inc. March 2011 - Present
Infinium Group October 2002 - February 2011
Merrill Lynch January 2000 - December 2001
CS First Boston 1994 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1984 — 1990
B.SC., Cybernetics
Bayview Ridge Capital January 2012 - Present
Globacor Partners Inc. March 2011 - Present
Infinium Group October 2002 - February 2011
Merrill Lynch January 2000 - December 2001
CS First Boston 1994 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1984 — 1990
B.SC., Cybernetics
Greg Edmonds Greg Edmonds's Merrill Lynch Experience 1996 - 2002
Job Barfield Health Care, Inc
Industry Hospital & Health Care
Experience
STS Group February 2012 - January 2013
Snelling Staffing Services September 2009 - February 2012
Merrill Lynch 1996 - 2002
Skills
Consultative Selling, Sales Management, Account Management, Contract Negotiation, Selling, Salesforce.com, Sales, Cold Calling, Team Building, Direct Sales, Sales Presentations, Lead Generation, Training, Customer Retention, Sourcing, Leadership, Start-ups, Building Relationships, Networking, Strategic Planning, Marketing, Marketing Strategy, Sales Operations, Hiring, Solution Selling, Negotiation, Customer Service, Coaching, Social Networking, Security, Proposal Writing, CRM, Strategic Partnerships, B2B, Management, Temporary Placement, Human Resources, Team Leadership
Education
Jacksonville State University 1992 — 1996
B.S., Sociology
University of Alabama at Birmingham
STS Group February 2012 - January 2013
Snelling Staffing Services September 2009 - February 2012
Merrill Lynch 1996 - 2002
Skills
Consultative Selling, Sales Management, Account Management, Contract Negotiation, Selling, Salesforce.com, Sales, Cold Calling, Team Building, Direct Sales, Sales Presentations, Lead Generation, Training, Customer Retention, Sourcing, Leadership, Start-ups, Building Relationships, Networking, Strategic Planning, Marketing, Marketing Strategy, Sales Operations, Hiring, Solution Selling, Negotiation, Customer Service, Coaching, Social Networking, Security, Proposal Writing, CRM, Strategic Partnerships, B2B, Management, Temporary Placement, Human Resources, Team Leadership
Education
Jacksonville State University 1992 — 1996
B.S., Sociology
University of Alabama at Birmingham
Bruce Warner Bruce Warner's Merrill Lynch Experience May 2001 - January 2004
Job at
Industry Management Consulting
Experience
CANAM August 2013 - Present
Changedge Corporation November 2009 - Present
LeanJax June 2011 - Present
Florida Blue July 2013 - August 2013
JEA May 2008 - June 2013
Toastmasters International 2008 - 2012
JEA April 2004 - April 2008
Merrill Lynch May 2001 - January 2004
EverBank October 2000 - May 2001
NetworkPlus.com April 2000 - October 2000
Skills
Six Sigma, Lean Manufacturing, Logistics, Loan Origination, Salesforce.com, Financial Analysis, Mortgage Banking, Transportation, Logistics Management, Retail Banking, Diversity Training, Enterprise Asset..., Business Performance..., Public Speaking, Program Management, Business Process..., Team Leadership, Management, Change Management, Organizational..., Training, Process Improvement, Project Management, Operational Excellence, Analysis, Kaizen, Operations Management, Continuous Improvement, New Business Development, Strategic Planning, Business Development, Management Consulting, Business Process, DMAIC
Education
Jacksonville University 1997 — 1999
MBA, Management
Temple University - Fox School of Business and Management 1980 — 1984
BBA, Marketing
CANAM August 2013 - Present
Changedge Corporation November 2009 - Present
LeanJax June 2011 - Present
Florida Blue July 2013 - August 2013
JEA May 2008 - June 2013
Toastmasters International 2008 - 2012
JEA April 2004 - April 2008
Merrill Lynch May 2001 - January 2004
EverBank October 2000 - May 2001
NetworkPlus.com April 2000 - October 2000
Skills
Six Sigma, Lean Manufacturing, Logistics, Loan Origination, Salesforce.com, Financial Analysis, Mortgage Banking, Transportation, Logistics Management, Retail Banking, Diversity Training, Enterprise Asset..., Business Performance..., Public Speaking, Program Management, Business Process..., Team Leadership, Management, Change Management, Organizational..., Training, Process Improvement, Project Management, Operational Excellence, Analysis, Kaizen, Operations Management, Continuous Improvement, New Business Development, Strategic Planning, Business Development, Management Consulting, Business Process, DMAIC
Education
Jacksonville University 1997 — 1999
MBA, Management
Temple University - Fox School of Business and Management 1980 — 1984
BBA, Marketing
Christopher Cunningham's Merrill Lynch Experience June 2009 - August 2009
Job Associate Secondaries & CoInvestments at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board April 2014 - August 2015
CPP Investment Board August 2011 - March 2014
Bank of America Merrill Lynch May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Valuation, Equities, Investment Banking, Private Equity, Capital Markets, Bloomberg, Capital IQ, Finance
Education
Ivey Business School at Western University 2009 — 2011
Western University
Western University
Western University
CPP Investment Board April 2014 - August 2015
CPP Investment Board August 2011 - March 2014
Bank of America Merrill Lynch May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Valuation, Equities, Investment Banking, Private Equity, Capital Markets, Bloomberg, Capital IQ, Finance
Education
Ivey Business School at Western University 2009 — 2011
Western University
Western University
Western University
Nikki Taylor Tanner, CIMA® Nikki Taylor Tanner, CIMA®'s Merrill Lynch Experience November 1994 - May 1995
Job Senior Investment Manager
Industry Investment Management
Experience
Wells Fargo Bank, N.A. 2007 - Present
US Trust, Bank of America Private Wealth Management September 2005 - September 2007
Bank of America, Private Bank March 2003 - September 2005
Bank of America, Private Bank January 1998 - March 2003
Barnett Bank (Bank of America Private Bank) January 1997 - January 1998
Barnett Investments (Banc of America Investments) May 1995 - January 1997
Merrill Lynch November 1994 - May 1995
Prudential Securities (Wachovia Securities) May 1993 - November 1994
Skills
Asset Allocation, Investment Advisory..., Investment Policy, Investment Management, High Net Worth..., Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Mutual Funds, Investments, Investment Strategies, Investment Advisory, Asset Management, Retirement, Institutional..., Financial Services, Wealth, Separately Managed...
Education
University of North Florida - College of Business Administration 1995 — 1998
MBA, Business Administration
Jacksonville University 1989 — 1993
BS, Accounting
Wells Fargo Bank, N.A. 2007 - Present
US Trust, Bank of America Private Wealth Management September 2005 - September 2007
Bank of America, Private Bank March 2003 - September 2005
Bank of America, Private Bank January 1998 - March 2003
Barnett Bank (Bank of America Private Bank) January 1997 - January 1998
Barnett Investments (Banc of America Investments) May 1995 - January 1997
Merrill Lynch November 1994 - May 1995
Prudential Securities (Wachovia Securities) May 1993 - November 1994
Skills
Asset Allocation, Investment Advisory..., Investment Policy, Investment Management, High Net Worth..., Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Mutual Funds, Investments, Investment Strategies, Investment Advisory, Asset Management, Retirement, Institutional..., Financial Services, Wealth, Separately Managed...
Education
University of North Florida - College of Business Administration 1995 — 1998
MBA, Business Administration
Jacksonville University 1989 — 1993
BS, Accounting
Clifford Guthrie's Merrill Lynch Experience August 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Edge May 2014 - August 2015
Bank of America August 2012 - May 2014
Skills
Portfolio Management, Credit, Financial Services, Investments, Series 7, Financial Markets, Financial Analysis, Sales, Refinance, Banking, Financial Advisory, Series 66
Education
Jacksonville University
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch August 2015 - Present
Merrill Edge May 2014 - August 2015
Bank of America August 2012 - May 2014
Skills
Portfolio Management, Credit, Financial Services, Investments, Series 7, Financial Markets, Financial Analysis, Sales, Refinance, Banking, Financial Advisory, Series 66
Education
Jacksonville University
Bachelor of Business Administration (B.B.A.), Finance
Jason Artiste Jason Artiste's Merrill Lynch Experience May 2005 - August 2008
Job Healthcare Consultant at Healthcare Advisors
Industry Financial Services
Experience
Healthcare Advisors 2014 - Present
Mortgage Now June 2011 - June 2012
Merrill Lynch May 2005 - August 2008
Skills
Underwriting, Insurance, Finance, Financial Analysis, Refinance, Residential Mortgages, Loan Origination, Mortgage Banking, FHA, FHA financing, Mortgage Lending, VA loans, Analysis, Loans, Customer Service, Strategic Planning, Sales, USDA, Leadership, Health Insurance
Education
Jacksonville University 2007 — 2008
SUNY Cortland 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Healthcare Advisors 2014 - Present
Mortgage Now June 2011 - June 2012
Merrill Lynch May 2005 - August 2008
Skills
Underwriting, Insurance, Finance, Financial Analysis, Refinance, Residential Mortgages, Loan Origination, Mortgage Banking, FHA, FHA financing, Mortgage Lending, VA loans, Analysis, Loans, Customer Service, Strategic Planning, Sales, USDA, Leadership, Health Insurance
Education
Jacksonville University 2007 — 2008
SUNY Cortland 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Pamela Taliercio's Merrill Lynch Experience October 1995 - August 1997
Job Project Coordinator at Adventist Health System
Industry Hospital & Health Care
Experience
Adventist Health System February 2015 - Present
Florida Blue (BlueCross BlueShield of Florida) April 2013 - December 2014
Ernst & Young September 2012 - March 2013
Florida Blue (BlueCross BlueShield of Florida) November 2007 - May 2012
Life & Specialty Ventures (A subsidiary of BlueCross BlueShield of Florida) May 2005 - November 2007
Florida Blue (BlueCross BlueShield of Florida) January 2004 - May 2005
Medtronic July 2001 - October 2003
Federal Reserve Bank of Atlanta May 1998 - July 2001
Merrill Lynch October 1995 - August 1997
Bank of America March 1995 - October 1995
Skills
C-Level Liaison, C-level support, C-Level Relationships, C-Level Presentations, High Level Of..., C-Level Communications, Strategic Communications, Board Relations, Relationship Management, Multiple Project..., Project Management, Corporate Communications, Event Planning, Heavy Calendaring, Office Management, Teamwork, Cross-functional..., Cross-functional Team..., Travel Management, Meeting Planning, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Presentation Development, Wordperfect, Access, MS Project, SharePoint, PowerPoint development, Report Writing, Staff Supervision, Recruiting, Training, Peer Mentoring, Reference Manuals, Business Statistics, Multi Tasking, Time Management, Office Administration, Administrative..., Calendars, Invoicing, Travel Arrangements, Executive Support, Payroll, Management, Analysis, Leadership
Education
Jacksonville University 1997 — 1998
Bachelor's Degree
Adventist Health System February 2015 - Present
Florida Blue (BlueCross BlueShield of Florida) April 2013 - December 2014
Ernst & Young September 2012 - March 2013
Florida Blue (BlueCross BlueShield of Florida) November 2007 - May 2012
Life & Specialty Ventures (A subsidiary of BlueCross BlueShield of Florida) May 2005 - November 2007
Florida Blue (BlueCross BlueShield of Florida) January 2004 - May 2005
Medtronic July 2001 - October 2003
Federal Reserve Bank of Atlanta May 1998 - July 2001
Merrill Lynch October 1995 - August 1997
Bank of America March 1995 - October 1995
Skills
C-Level Liaison, C-level support, C-Level Relationships, C-Level Presentations, High Level Of..., C-Level Communications, Strategic Communications, Board Relations, Relationship Management, Multiple Project..., Project Management, Corporate Communications, Event Planning, Heavy Calendaring, Office Management, Teamwork, Cross-functional..., Cross-functional Team..., Travel Management, Meeting Planning, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Presentation Development, Wordperfect, Access, MS Project, SharePoint, PowerPoint development, Report Writing, Staff Supervision, Recruiting, Training, Peer Mentoring, Reference Manuals, Business Statistics, Multi Tasking, Time Management, Office Administration, Administrative..., Calendars, Invoicing, Travel Arrangements, Executive Support, Payroll, Management, Analysis, Leadership
Education
Jacksonville University 1997 — 1998
Bachelor's Degree
Jairo Rivero Jairo Rivero's Merrill Lynch Experience January 2014 - Present
Job Operations Analyst ADR Conversions
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Bank of America November 2007 - December 2013
Bank of America February 2007 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Jacksonville University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 2010 — 2012
Bachelors of Business Adminstration, Finance, General, Cum Laude
Merrill Lynch January 2014 - Present
Bank of America November 2007 - December 2013
Bank of America February 2007 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Jacksonville University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 2010 — 2012
Bachelors of Business Adminstration, Finance, General, Cum Laude
Ben Brase Ben Brase's Merrill Lynch Experience April 2002 - January 2006
Job AVP Computer & Telephony Integration at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch / Bank of America January 2006 - Present
Merrill Lynch April 2002 - January 2006
Merrill Lynch December 2000 - April 2002
Merrill Lynch April 1999 - December 2000
Homeside Lending June 1998 - April 1999
Skills
Liaison, Call Center, Project Planning, Integration, Workforce Management, Business Analysis, Vendor Management, SDLC, Risk Management, Visio, Process Improvement, Requirements Analysis, Insurance, Project Management, Banking, Software Documentation, Six Sigma, Series 7, Business Continuity, Telecommunications, Analysis, Change Management, Relationship Management, Management, Business Process..., Financial Analysis, Strategy, Training, Call Centers, CRM, Program Management, Requirements Gathering, IT Strategy, Financial Services, Leadership, Software Project...
Education
Jacksonville University 2002 — 2004
MBA, Business/Management
University of Mississippi 1991 — 1996
BBA, Economics & Finance
Merrill Lynch / Bank of America January 2006 - Present
Merrill Lynch April 2002 - January 2006
Merrill Lynch December 2000 - April 2002
Merrill Lynch April 1999 - December 2000
Homeside Lending June 1998 - April 1999
Skills
Liaison, Call Center, Project Planning, Integration, Workforce Management, Business Analysis, Vendor Management, SDLC, Risk Management, Visio, Process Improvement, Requirements Analysis, Insurance, Project Management, Banking, Software Documentation, Six Sigma, Series 7, Business Continuity, Telecommunications, Analysis, Change Management, Relationship Management, Management, Business Process..., Financial Analysis, Strategy, Training, Call Centers, CRM, Program Management, Requirements Gathering, IT Strategy, Financial Services, Leadership, Software Project...
Education
Jacksonville University 2002 — 2004
MBA, Business/Management
University of Mississippi 1991 — 1996
BBA, Economics & Finance
Stewart Nacht Stewart Nacht's Merrill Lynch Experience 1986 - May 2000
Job Senior Manager Head of Technology Risk Management at HSBC
Industry Financial Services
Experience
HSBC March 2009 - Present
HSBC 2005 - March 2009
HSBC.com - Subsidiary of HSBC 2002 - 2005
HSBC Securities 2000 - 2002
Merrill Lynch 1986 - May 2000
Skills
IT Risk Management, Enterprise Risk..., Technology Risk, Technology Governance, Risk Management, digital risk, Operational Risk..., Enterprise Architecture, Risk, IT Strategy, Strategy, Vendor Management, Information Security, IT Management, Data Center, Project Management, Security, Management, Business Continuity, Financial Risk, Outsourcing, Governance, SDLC, PMO, Basel II, Disaster Recovery, Solution Implementation, Technological Innovation, Process Improvement, Financial Services, Risk Assessment
Education
State University of New York at Albany 1982 — 1985
MBA
Ithaca College 1978 — 1982
BS
HSBC March 2009 - Present
HSBC 2005 - March 2009
HSBC.com - Subsidiary of HSBC 2002 - 2005
HSBC Securities 2000 - 2002
Merrill Lynch 1986 - May 2000
Skills
IT Risk Management, Enterprise Risk..., Technology Risk, Technology Governance, Risk Management, digital risk, Operational Risk..., Enterprise Architecture, Risk, IT Strategy, Strategy, Vendor Management, Information Security, IT Management, Data Center, Project Management, Security, Management, Business Continuity, Financial Risk, Outsourcing, Governance, SDLC, PMO, Basel II, Disaster Recovery, Solution Implementation, Technological Innovation, Process Improvement, Financial Services, Risk Assessment
Education
State University of New York at Albany 1982 — 1985
MBA
Ithaca College 1978 — 1982
BS
Juan F. Cabrera, Ph.D., CFA's Merrill Lynch Experience 2002 - 2003
Job Associate Professor of Finance
Industry Higher Education
Experience
Ramapo College of New Jersey August 2014 - Present
Stevens Institute of Technology May 2014 - Present
City University of New York 2004 - Present
Ramapo College of New Jersey September 2008 - August 2014
Shanghai Institute of International Finance 2008 - 2008
Merrill Lynch 2002 - 2003
Skills
Statistics, Research, Data Analysis, Economics, Corporate Finance, University Teaching, Analysis, Financial Analysis, Econometrics, SAS, PowerPoint, Microsoft Office, Quantitative Research, Econometric Modeling, Matlab, Academic Advising, Statistical Modeling, Valuation, Teaching, SPSS, Stata, Higher Education, Eviews, Financial Modeling, Macroeconomics, EViews
Education
The Graduate Center, City University of New York 2003 — 2009
Doctor of Philosophy (Ph.D.), Financial Economics; Econometrics
Jacksonville University 1998 — 2001
Bachelor’s Degree, Economics and Finance
Ramapo College of New Jersey August 2014 - Present
Stevens Institute of Technology May 2014 - Present
City University of New York 2004 - Present
Ramapo College of New Jersey September 2008 - August 2014
Shanghai Institute of International Finance 2008 - 2008
Merrill Lynch 2002 - 2003
Skills
Statistics, Research, Data Analysis, Economics, Corporate Finance, University Teaching, Analysis, Financial Analysis, Econometrics, SAS, PowerPoint, Microsoft Office, Quantitative Research, Econometric Modeling, Matlab, Academic Advising, Statistical Modeling, Valuation, Teaching, SPSS, Stata, Higher Education, Eviews, Financial Modeling, Macroeconomics, EViews
Education
The Graduate Center, City University of New York 2003 — 2009
Doctor of Philosophy (Ph.D.), Financial Economics; Econometrics
Jacksonville University 1998 — 2001
Bachelor’s Degree, Economics and Finance
Scott McGowan's Merrill Lynch Experience January 2013 - April 2013
Job Senior Client Account Manager
Industry Financial Services
Experience
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman October 2013 - September 2014
Cornell University December 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Tupper Lake Central School District January 2012 - January 2013
Merrill Lynch August 2012 - December 2012
Cornell Sports School June 2012 - August 2012
Ithaca College Phonathon January 2012 - May 2012
Skills
Customer Service, Research, Financial Analysis, Investment Banking, Product Marketing, Teamwork, Public Speaking, Communication Skills, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media Marketing, Social Media, Access, Public Relations, Accounting, Photoshop, Windows, Outlook, Marketing Strategy, Team Management, Sports Marketing, Investments, Recruiting, Marketing, Management, Strategic Planning, Marketing Communications, Leadership, Advertising, Training, Entrepreneurship, Team Building, Sports Management, Social Networking, Ticket Sales, Event Planning, Facebook, SPSS, Budgets, Creative Writing, Time Management, Finance, Sports, Community Outreach
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Concentrating in Finance and Marketing
Brown Brothers Harriman October 2014 - Present
Brown Brothers Harriman October 2013 - September 2014
Cornell University December 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Tupper Lake Central School District January 2012 - January 2013
Merrill Lynch August 2012 - December 2012
Cornell Sports School June 2012 - August 2012
Ithaca College Phonathon January 2012 - May 2012
Skills
Customer Service, Research, Financial Analysis, Investment Banking, Product Marketing, Teamwork, Public Speaking, Communication Skills, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media Marketing, Social Media, Access, Public Relations, Accounting, Photoshop, Windows, Outlook, Marketing Strategy, Team Management, Sports Marketing, Investments, Recruiting, Marketing, Management, Strategic Planning, Marketing Communications, Leadership, Advertising, Training, Entrepreneurship, Team Building, Sports Management, Social Networking, Ticket Sales, Event Planning, Facebook, SPSS, Budgets, Creative Writing, Time Management, Finance, Sports, Community Outreach
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Concentrating in Finance and Marketing
Barron Tiedemann, CIMA® Barron Tiedemann, CIMA®'s Merrill Lynch Experience February 1996 - June 2000
Job Eastern Divisional Director at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2014 - Present
Gabelli Asset Management December 2012 - September 2014
PIMCO June 2006 - September 2012
OppenheimerFunds August 2004 - June 2006
Fred Alger Management November 2001 - August 2004
Nicholas Applegate (Allianz/PIMCO) June 2000 - April 2001
Merrill Lynch February 1996 - June 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA Designation
Jacksonville University 1991 — 1995
Bachelor's degree, Marketing
Blue Ridge School 1988 — 1991
Aberdeen Asset Management September 2014 - Present
Gabelli Asset Management December 2012 - September 2014
PIMCO June 2006 - September 2012
OppenheimerFunds August 2004 - June 2006
Fred Alger Management November 2001 - August 2004
Nicholas Applegate (Allianz/PIMCO) June 2000 - April 2001
Merrill Lynch February 1996 - June 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA Designation
Jacksonville University 1991 — 1995
Bachelor's degree, Marketing
Blue Ridge School 1988 — 1991
Patricia McHale Patricia McHale's Merrill Lynch Experience August 1998 - September 2000
Job Implementation Management at FolioDynamix
Industry Financial Services
Experience
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
Steve O'Neill, MBA, CAIA's Merrill Lynch Experience October 2007 - January 2009
Job Manager, Healthcare of Ontario Pension Plan
Industry Financial Services
Experience
Healthcare of Ontario Pension plan January 2009 - Present
Canadian Physiotherapy Association November 2013 - Present
Matthew John Daycare October 2012 - Present
Merrill Lynch October 2007 - January 2009
CIBC World Markets 1999 - 2007
Skills
Capital Markets, Equities, Change Management, Fixed Income, Derivatives, Portfolio Management, FX Options, Bloomberg, Mutual Funds
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
Executive MBA
Wilfrid Laurier University 1994 — 1997
BBA, Business Major, Mathematics Minor
Healthcare of Ontario Pension plan January 2009 - Present
Canadian Physiotherapy Association November 2013 - Present
Matthew John Daycare October 2012 - Present
Merrill Lynch October 2007 - January 2009
CIBC World Markets 1999 - 2007
Skills
Capital Markets, Equities, Change Management, Fixed Income, Derivatives, Portfolio Management, FX Options, Bloomberg, Mutual Funds
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
Executive MBA
Wilfrid Laurier University 1994 — 1997
BBA, Business Major, Mathematics Minor
Hannibal Garces Hannibal Garces's Merrill Lynch Experience 1996 - 2001
Job Director Management Reporting at Crowley Maritime
Industry Transportation/Trucking/Railroad
Experience
Crowley Maritime January 2010 - Present
Crowley Maritime February 2001 - January 2011
Merrill Lynch 1996 - 2001
Skills
SQL, Analytics, Crystal Reports, Management, Financial Analysis, Accounts Receivable, Business Analysis, OLAP, Analysis, Strategic Planning, Financial Modeling, PeopleSoft, Microsoft Office, Data Analysis, Finance, SharePoint, Budgets, Process Improvement, Access, Financial Reporting, Business Intelligence, Managerial Finance, Business Process, Leadership, Analysis Services, Strategic Financial..., Six Sigma, Business Process..., Variance Analysis, ERP, Business Planning, Business Objects, General Ledger, Strategy, Risk Management, Accounting, Internal Audit, Financial Forecasting, Financial Accounting, Project Planning, Pivot Tables, Consolidation, Microsoft Excel, Internal Controls, Logistics, Microsoft SQL Server, Visio, Accounts Payable, Project Management, Business Strategy
Education
University of North Florida 2006 — 2007
Master of Business Administration (M.B.A.), Financial Planning and Services
Jacksonville University 1993 — 1995
BA, Finance
Crowley Maritime January 2010 - Present
Crowley Maritime February 2001 - January 2011
Merrill Lynch 1996 - 2001
Skills
SQL, Analytics, Crystal Reports, Management, Financial Analysis, Accounts Receivable, Business Analysis, OLAP, Analysis, Strategic Planning, Financial Modeling, PeopleSoft, Microsoft Office, Data Analysis, Finance, SharePoint, Budgets, Process Improvement, Access, Financial Reporting, Business Intelligence, Managerial Finance, Business Process, Leadership, Analysis Services, Strategic Financial..., Six Sigma, Business Process..., Variance Analysis, ERP, Business Planning, Business Objects, General Ledger, Strategy, Risk Management, Accounting, Internal Audit, Financial Forecasting, Financial Accounting, Project Planning, Pivot Tables, Consolidation, Microsoft Excel, Internal Controls, Logistics, Microsoft SQL Server, Visio, Accounts Payable, Project Management, Business Strategy
Education
University of North Florida 2006 — 2007
Master of Business Administration (M.B.A.), Financial Planning and Services
Jacksonville University 1993 — 1995
BA, Finance
Richard Dufresne Richard Dufresne's Merrill Lynch Experience June 2000 - January 2006
Job Executive Vice President and Chief Financial Officer at George Weston Limited and Loblaw Companies Limited
Industry Retail
Experience
George Weston Limited March 2012 - Present
ING DIRECT Canada October 2009 - March 2012
Metro Inc. January 2006 - February 2012
Merrill Lynch June 2000 - January 2006
Skills
Strategic Financial..., Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Risk Management, Investments, Finance, Business Strategy, Strategic Planning, Corporate Governance, Financial Reporting, Mergers & Acquisitions, Management, Portfolio Management, Business Planning, Valuation, Strategy, Private Equity, Financial Risk, Capital Markets, Managerial Finance, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1990 — 1992
MBA
Université Laval 1985 — 1988
B. Sc., Actuarial Science
George Weston Limited March 2012 - Present
ING DIRECT Canada October 2009 - March 2012
Metro Inc. January 2006 - February 2012
Merrill Lynch June 2000 - January 2006
Skills
Strategic Financial..., Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Risk Management, Investments, Finance, Business Strategy, Strategic Planning, Corporate Governance, Financial Reporting, Mergers & Acquisitions, Management, Portfolio Management, Business Planning, Valuation, Strategy, Private Equity, Financial Risk, Capital Markets, Managerial Finance, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1990 — 1992
MBA
Université Laval 1985 — 1988
B. Sc., Actuarial Science
Yomaira Escalante Yomaira Escalante's Merrill Lynch Experience January 2009 - May 2009
Job Senior Financial Associate at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation July 2015 - Present
Moody's Corporation April 2013 - July 2015
Newedge July 2011 - November 2012
City University of New York (CUNY July 2010 - July 2011
Newedge USA May 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Skills
Fixed Income, Finance, Leadership, Analysis, Financial Services, Leadership Development, Trade Settlement
Education
Ithaca College 2008 — 2010
Bachelor of Science, Business Administration: Concentration in Finance
Ithaca College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
St. Thomas Aquinas College 2006 — 2008
Business Administration
Moody's Corporation July 2015 - Present
Moody's Corporation April 2013 - July 2015
Newedge July 2011 - November 2012
City University of New York (CUNY July 2010 - July 2011
Newedge USA May 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Skills
Fixed Income, Finance, Leadership, Analysis, Financial Services, Leadership Development, Trade Settlement
Education
Ithaca College 2008 — 2010
Bachelor of Science, Business Administration: Concentration in Finance
Ithaca College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
St. Thomas Aquinas College 2006 — 2008
Business Administration
Mike Antheil's Merrill Lynch Experience August 2006 - March 2009
Job Partner at PoliComm Group
Industry Maritime
Experience
PoliComm Group August 2008 - Present
Green Asset Finance, LLC February 2009 - Present
Marine Industries Association of Palm Beach County November 2011 - November 2013
Florida Alliance for Renewable Energy May 2008 - March 2012
Green Atom Inc. January 2008 - March 2012
Merrill Lynch August 2006 - March 2009
AMI KIds Palm Beach 2007 - 2009
Capital Growth Financial March 2004 - August 2006
S.W. Bach March 2003 - March 2004
Skills
Renewable Energy, Public Speaking, Solar Energy, Energy Policy, Sustainability, Public Relations, Strategic Communications, Leadership, Cleantech, Clean Technology, Community Outreach, Non-profits, Biomass, Alternative Energy, Nonprofits, Energy Efficiency, Energy, Strategic Planning, Sustainable Energy, Photovoltaics, Advertising, Marketing, Entrepreneurship, Start-ups, Social Networking, Green Technology, Sustainability..., Environmental Awareness, Politics, Corporate Social..., Sustainable Business, Policy, Business Strategy, Public Policy, Policy Analysis, Strategy, New Business Development, Business Development, Integrated Marketing, Wind, Advocacy, Public Affairs, Program Management
Education
Jacksonville University 1997 — 2002
B.A., Sociology, Geography
Jacksonville University 1997 — 2002
sociology, sociology, geography
Venice High School 1993 — 1997
PoliComm Group August 2008 - Present
Green Asset Finance, LLC February 2009 - Present
Marine Industries Association of Palm Beach County November 2011 - November 2013
Florida Alliance for Renewable Energy May 2008 - March 2012
Green Atom Inc. January 2008 - March 2012
Merrill Lynch August 2006 - March 2009
AMI KIds Palm Beach 2007 - 2009
Capital Growth Financial March 2004 - August 2006
S.W. Bach March 2003 - March 2004
Skills
Renewable Energy, Public Speaking, Solar Energy, Energy Policy, Sustainability, Public Relations, Strategic Communications, Leadership, Cleantech, Clean Technology, Community Outreach, Non-profits, Biomass, Alternative Energy, Nonprofits, Energy Efficiency, Energy, Strategic Planning, Sustainable Energy, Photovoltaics, Advertising, Marketing, Entrepreneurship, Start-ups, Social Networking, Green Technology, Sustainability..., Environmental Awareness, Politics, Corporate Social..., Sustainable Business, Policy, Business Strategy, Public Policy, Policy Analysis, Strategy, New Business Development, Business Development, Integrated Marketing, Wind, Advocacy, Public Affairs, Program Management
Education
Jacksonville University 1997 — 2002
B.A., Sociology, Geography
Jacksonville University 1997 — 2002
sociology, sociology, geography
Venice High School 1993 — 1997
Michael Pané's Merrill Lynch Experience August 2012 - December 2012
Job Experienced Audit Staff Financial Services at PKF O'Connor Davies, LLP
Industry Accounting
Experience
O'Connor Davies, LLP September 2013 - Present
Beta Alpha Psi - Mu Alpha Chapter at Ithaca College February 2012 - May 2013
PwC January 2013 - April 2013
Merrill Lynch August 2012 - December 2012
Ithaca College Academic Enrichment Services September 2011 - November 2012
Ithaca College January 2011 - November 2012
Core Trading Consultants, Ithaca College September 2010 - November 2012
Fingerlakes Running and Triathlon Company August 2011 - May 2012
Ithaca College Dining Services November 2010 - June 2011
ERA Insite Realty February 2010 - August 2010
Skills
Microsoft Office, Adobe Creative Suite, iWork, Accounting, Spreadsheets, Accounts Payable, PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, Outlook, Data Entry, Access, Research, Bookkeeping, Time Management, Financial Analysis
Education
Ithaca College 2010 — 2013
Bachelor of Science (B.S.), Accounting (With extensive coursework in Finance)
O'Connor Davies, LLP September 2013 - Present
Beta Alpha Psi - Mu Alpha Chapter at Ithaca College February 2012 - May 2013
PwC January 2013 - April 2013
Merrill Lynch August 2012 - December 2012
Ithaca College Academic Enrichment Services September 2011 - November 2012
Ithaca College January 2011 - November 2012
Core Trading Consultants, Ithaca College September 2010 - November 2012
Fingerlakes Running and Triathlon Company August 2011 - May 2012
Ithaca College Dining Services November 2010 - June 2011
ERA Insite Realty February 2010 - August 2010
Skills
Microsoft Office, Adobe Creative Suite, iWork, Accounting, Spreadsheets, Accounts Payable, PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, Outlook, Data Entry, Access, Research, Bookkeeping, Time Management, Financial Analysis
Education
Ithaca College 2010 — 2013
Bachelor of Science (B.S.), Accounting (With extensive coursework in Finance)
Cory P. Ready MBA, CIM Cory P. Ready MBA, CIM's Merrill Lynch Experience September 2004 - March 2008
Job Founder, Investment Advisor @ Ready & Associates BMO Nesbitt Burns
Industry Financial Services
Experience
Ready & Associates - BMO Nesbitt Burns February 2010 - Present
TD Securities March 2008 - February 2010
Merrill Lynch September 2004 - March 2008
Deloitte March 1999 - May 2002
Skills
Financial Modeling, Capital Markets, Portfolio Management, Financial Analysis, Business Strategy, Equities, Strategic Planning, Management Consulting, Investments, Business Analysis, Financial Services, Global Finance, Finance, Leadership, Financial Markets, Hedge Funds, Management, Strategy, Wealth Management, Private Equity, Equity Research, Investment Strategies
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2004
MBA, Finance, Marketing, Business Strategy
Queen's University 1994 — 1998
B.Com.Hons, Finance, Marketing, Business Strategy
St. Pius X High School 1989 — 1994
Ready & Associates - BMO Nesbitt Burns February 2010 - Present
TD Securities March 2008 - February 2010
Merrill Lynch September 2004 - March 2008
Deloitte March 1999 - May 2002
Skills
Financial Modeling, Capital Markets, Portfolio Management, Financial Analysis, Business Strategy, Equities, Strategic Planning, Management Consulting, Investments, Business Analysis, Financial Services, Global Finance, Finance, Leadership, Financial Markets, Hedge Funds, Management, Strategy, Wealth Management, Private Equity, Equity Research, Investment Strategies
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2004
MBA, Finance, Marketing, Business Strategy
Queen's University 1994 — 1998
B.Com.Hons, Finance, Marketing, Business Strategy
St. Pius X High School 1989 — 1994
Derek Trujillo Derek Trujillo's Merrill Lynch Experience September 2015 - Present
Job Target Cafe Team Leader at Target
Industry Retail
Experience
Merrill Lynch September 2015 - Present
Target July 2013 - September 2015
NSHMBA September 2012 - November 2013
Target November 2001 - July 2013
Skills
Leadership, Customer Service, Employee Training, Event Planning, Sales, Retail, Fundraising, Coaching, Team Leadership, Employee Relations, Team Building, Interviews, Training, Management, Time Management, Public Speaking, Microsoft Office, Strategic Planning, Social Networking, Social Media, Inventory Management, Teamwork, Merchandising, Hiring, Customer Satisfaction
Education
ITT Technical Institute-Indianapolis 2010 — 2012
Master's degree, Business Administration and Management, General
ITT Technical Institute-Indianapolis 2005 — 2010
Bachelor's degree, Business Accounting - Technical Project Management, 3.5
Merrill Lynch September 2015 - Present
Target July 2013 - September 2015
NSHMBA September 2012 - November 2013
Target November 2001 - July 2013
Skills
Leadership, Customer Service, Employee Training, Event Planning, Sales, Retail, Fundraising, Coaching, Team Leadership, Employee Relations, Team Building, Interviews, Training, Management, Time Management, Public Speaking, Microsoft Office, Strategic Planning, Social Networking, Social Media, Inventory Management, Teamwork, Merchandising, Hiring, Customer Satisfaction
Education
ITT Technical Institute-Indianapolis 2010 — 2012
Master's degree, Business Administration and Management, General
ITT Technical Institute-Indianapolis 2005 — 2010
Bachelor's degree, Business Accounting - Technical Project Management, 3.5
Bernard Opoku Bernard Opoku's Merrill Lynch Experience October 2007 - December 2008
Job Global Financial Analyst (Specialties Businesses) at EMCC
Industry Oil & Energy
Experience
ExxonMobil October 2014 - Present
Morgan Stanley April 2010 - August 2011
Fairfax County Government 2009 - 2011
Merrill Lynch October 2007 - December 2008
National Football League (NFL) 2007 - 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, Public Speaking, Teamwork, Matlab, Portfolio Management, Investments, Mandarin
Education
University of North Carolina at Chapel Hill 2012 — 2014
MBA, Accounting and Finance
Jacksonville University 2001 — 2006
Bachelors of Science, Finance and Aviation Management, 3.5
ExxonMobil October 2014 - Present
Morgan Stanley April 2010 - August 2011
Fairfax County Government 2009 - 2011
Merrill Lynch October 2007 - December 2008
National Football League (NFL) 2007 - 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, Public Speaking, Teamwork, Matlab, Portfolio Management, Investments, Mandarin
Education
University of North Carolina at Chapel Hill 2012 — 2014
MBA, Accounting and Finance
Jacksonville University 2001 — 2006
Bachelors of Science, Finance and Aviation Management, 3.5
Delmas (Dedee) Harper's Merrill Lynch Experience October 1994 - November 2004
Job Licensed Real Estate Broker and Founder of POISE. Inc
Industry Nonprofit Organization Management
Experience
Harper & Associates Real Estate,LLC January 2005 - Present
POISE, Inc January 2009 - Present
Eagle Taxes Plus January 2012 - Present
Coast to Coast Mortgage January 2004 - Present
Merrill Lynch October 1994 - November 2004
Skills
Residential Homes, First Time Home Buyers, Mortgage Lending, FHA, Real Estate Economics, Investments, Real Estate, Real Estate Transactions, Short Sales, Vacation Homes, Loans, Real Estate Development, Sellers, Small Business, Commercial Real Estate
Education
Jacksonville University
Masters in Educational Leadership (M.ED), Education
Harper & Associates Real Estate,LLC January 2005 - Present
POISE, Inc January 2009 - Present
Eagle Taxes Plus January 2012 - Present
Coast to Coast Mortgage January 2004 - Present
Merrill Lynch October 1994 - November 2004
Skills
Residential Homes, First Time Home Buyers, Mortgage Lending, FHA, Real Estate Economics, Investments, Real Estate, Real Estate Transactions, Short Sales, Vacation Homes, Loans, Real Estate Development, Sellers, Small Business, Commercial Real Estate
Education
Jacksonville University
Masters in Educational Leadership (M.ED), Education
Jim Foote's Merrill Lynch Experience June 2006 - September 2008
Job Market Vice President CIBC Real Estate Finance Division
Industry Commercial Real Estate
Experience
CIBC December 2008 - Present
Merrill Lynch June 2006 - September 2008
CIBC May 1995 - May 2006
Ivey Business School September 1994 - April 1995
Royal LePage 1989 - 1994
Skills
Valuation, Investment Properties, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Financial Modeling, Mortgage Lending, Banking, Credit Analysis, Loan Origination, Real Estate Economics, Credit, CMBS, Structured Finance, Investments, Credit Risk, Loans, Finance, Management, Financial Analysis, Real Estate Development, Team Leadership, Corporate Real Estate, Real Estate, Real Estate Financing, Asset Management, Commercial Real Estate..., Commercial Real Estate..., Commercial Mortgage..., CMBS Financing, Sales, Strategic Planning, Risk Management, Negotiation, Due Diligence, Leadership
Education
Richard Ivey School of Business 1994 — 1994
MBA, Finance
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
HBA, Finance
Oakridge Secondary School 1980 — 1985
High School Diploma
CIBC December 2008 - Present
Merrill Lynch June 2006 - September 2008
CIBC May 1995 - May 2006
Ivey Business School September 1994 - April 1995
Royal LePage 1989 - 1994
Skills
Valuation, Investment Properties, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Financial Modeling, Mortgage Lending, Banking, Credit Analysis, Loan Origination, Real Estate Economics, Credit, CMBS, Structured Finance, Investments, Credit Risk, Loans, Finance, Management, Financial Analysis, Real Estate Development, Team Leadership, Corporate Real Estate, Real Estate, Real Estate Financing, Asset Management, Commercial Real Estate..., Commercial Real Estate..., Commercial Mortgage..., CMBS Financing, Sales, Strategic Planning, Risk Management, Negotiation, Due Diligence, Leadership
Education
Richard Ivey School of Business 1994 — 1994
MBA, Finance
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
HBA, Finance
Oakridge Secondary School 1980 — 1985
High School Diploma
Georgia Wetzel's Merrill Lynch Experience 1997 - 1999
Job Senior Accountant
Industry Insurance
Experience
AmeriHealth Casualty Services October 2013 - Present
Cherokee High School (NutriServe Food Management) February 2013 - September 2013
Alpha Staff March 2010 - February 2011
AmeriHealth Casualty Services January 2001 - February 2010
Independence Blue Cross 2000 - 2001
DirectWeb 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
PeopleSoft, Financial Accounting, Accounting, Risk Management, General Ledger, Financial Reporting, Excel, Insurance, GAAP, Microsoft Excel, Financial Analysis, Account Reconciliation, Payroll, Auditing, Invoicing, Forecasting
Education
Jacksonville University 1993 — 1997
B.S., International Business
AmeriHealth Casualty Services October 2013 - Present
Cherokee High School (NutriServe Food Management) February 2013 - September 2013
Alpha Staff March 2010 - February 2011
AmeriHealth Casualty Services January 2001 - February 2010
Independence Blue Cross 2000 - 2001
DirectWeb 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
PeopleSoft, Financial Accounting, Accounting, Risk Management, General Ledger, Financial Reporting, Excel, Insurance, GAAP, Microsoft Excel, Financial Analysis, Account Reconciliation, Payroll, Auditing, Invoicing, Forecasting
Education
Jacksonville University 1993 — 1997
B.S., International Business
Valerie Zevens Gregg Valerie Zevens Gregg's Merrill Lynch Experience March 1997 - Present
Job Assistant Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Sisters of the Sea January 2001 - Present
Merrill Lynch March 1997 - Present
Merrill Lynch March 1997 - March 2007
Skills
Business Analysis, PMP
Education
University of North Florida - College of Business Administration 2004 — 2007
MBA, Concentration in Management
Jacksonville University 1994 — 1998
BS, Computer Information Systems
Sisters of the Sea January 2001 - Present
Merrill Lynch March 1997 - Present
Merrill Lynch March 1997 - March 2007
Skills
Business Analysis, PMP
Education
University of North Florida - College of Business Administration 2004 — 2007
MBA, Concentration in Management
Jacksonville University 1994 — 1998
BS, Computer Information Systems
Raymond Loeffler's Merrill Lynch Experience February 2004 - June 2005
Job Owner at Precision Fitness Training Co.
Industry Health, Wellness and Fitness
Experience
Precision Fitness Training Co. June 2011 - Present
GulfShore Bank August 2008 - May 2011
Wachovia Bank June 2005 - July 2008
Merrill Lynch February 2004 - June 2005
2004International Insurance Cons August 2001 - February 2004
Skills
Sales, Training, Leadership, New Business Development, Start-ups, Investments, Small Business, Finance, Management
Education
Ithaca College 1997 — 2001
B.S, Applied Psychology
Precision Fitness Training Co. June 2011 - Present
GulfShore Bank August 2008 - May 2011
Wachovia Bank June 2005 - July 2008
Merrill Lynch February 2004 - June 2005
2004International Insurance Cons August 2001 - February 2004
Skills
Sales, Training, Leadership, New Business Development, Start-ups, Investments, Small Business, Finance, Management
Education
Ithaca College 1997 — 2001
B.S, Applied Psychology
CJ Fluharty's Merrill Lynch Experience 1997 - 1999
Job Digital Implementation Specialist
Industry Information Technology and Services
Experience
Triumph Learning 2013 - Present
Southside Church 2009 - 2013
Crossroad Church 2005 - 2009
River of Life Church 2002 - 2005
DTR Software 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Public Speaking, Teaching, Social Media, Event Planning, Team Building, Microsoft Office, PowerPoint, Software Quality..., Customer Experience, Creativity, Software Implementation, Writing, Troubleshooting, Network Administration, Switches, Computer Hardware, CRM, Salesforce.com, Technical Support, Zendesk, Pardot, Nonprofits, Leadership, Community Outreach, Training, Time Management, Singing
Education
Jacksonville University 2012 — 2013
Bachelor of Music Composition and Theory
Johnson University Florida 1993 — 1995
Associate in Arts, Religion
Triumph Learning 2013 - Present
Southside Church 2009 - 2013
Crossroad Church 2005 - 2009
River of Life Church 2002 - 2005
DTR Software 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Public Speaking, Teaching, Social Media, Event Planning, Team Building, Microsoft Office, PowerPoint, Software Quality..., Customer Experience, Creativity, Software Implementation, Writing, Troubleshooting, Network Administration, Switches, Computer Hardware, CRM, Salesforce.com, Technical Support, Zendesk, Pardot, Nonprofits, Leadership, Community Outreach, Training, Time Management, Singing
Education
Jacksonville University 2012 — 2013
Bachelor of Music Composition and Theory
Johnson University Florida 1993 — 1995
Associate in Arts, Religion
Russell Gewehr's Merrill Lynch Experience May 2013 - September 2013
Job Evercore Wealth Management, LLC
Industry Investment Management
Experience
Evercore Wealth Management, LLC October 2014 - Present
Merrill Lynch May 2013 - September 2013
Skills
Fundamental Analysis, Econometrics, Eviews, Statistics, Strategic Communications, Investments, Bond Markets, Municipal Bonds, Credit Analysis, Money Market, Money Management, Munis
Education
Ithaca College 2010 — 2014
Bachelor's Degree, Economics
Evercore Wealth Management, LLC October 2014 - Present
Merrill Lynch May 2013 - September 2013
Skills
Fundamental Analysis, Econometrics, Eviews, Statistics, Strategic Communications, Investments, Bond Markets, Municipal Bonds, Credit Analysis, Money Market, Money Management, Munis
Education
Ithaca College 2010 — 2014
Bachelor's Degree, Economics
Nick Kletnoi via kletnoi@yahoo.com Nick Kletnoi via kletnoi@yahoo.com's Merrill Lynch Experience February 2008 - October 2008
Job Microsoft BI Architect
Industry Information Technology and Services
Experience
US Government April 2014 - Present
Independence Blue Cross February 2014 - April 2014
Data Cloud Warehousing Solutions January 2014 - March 2014
Florida Health Care Plans April 2013 - November 2013
Bloomberg January 2012 - February 2013
GAF Materials Corporation September 2009 - November 2011
JP Morgan Chase October 2008 - September 2009
JPMorgan Hedge Fund Services 2008 - 2009
Citigroup, Inc. February 2008 - October 2008
Merrill Lynch February 2008 - October 2008
Skills
MDX, SQL, Data Warehousing, Data Analysis, Database Design, Data Mining, Data Center, Database Administration, Data Management, Analysis Services, SQL Server 2000-2008, SSIS, SSAS, SSRS, SharePoint Designer, ETL, Cubes, Star Schema, PerformancePoint, Business Intelligence, Microsoft SQL Server, SDLC, Dimensional Modeling, Business Analysis, SharePoint, Enterprise Software, OLAP, Access, Databases, Performance Point, Business Intelligence..., Integration, Requirements Gathering
Education
University of North Florida 1992 — 1996
BA
Jacksonville University 1992 — 1994
BS
US Government April 2014 - Present
Independence Blue Cross February 2014 - April 2014
Data Cloud Warehousing Solutions January 2014 - March 2014
Florida Health Care Plans April 2013 - November 2013
Bloomberg January 2012 - February 2013
GAF Materials Corporation September 2009 - November 2011
JP Morgan Chase October 2008 - September 2009
JPMorgan Hedge Fund Services 2008 - 2009
Citigroup, Inc. February 2008 - October 2008
Merrill Lynch February 2008 - October 2008
Skills
MDX, SQL, Data Warehousing, Data Analysis, Database Design, Data Mining, Data Center, Database Administration, Data Management, Analysis Services, SQL Server 2000-2008, SSIS, SSAS, SSRS, SharePoint Designer, ETL, Cubes, Star Schema, PerformancePoint, Business Intelligence, Microsoft SQL Server, SDLC, Dimensional Modeling, Business Analysis, SharePoint, Enterprise Software, OLAP, Access, Databases, Performance Point, Business Intelligence..., Integration, Requirements Gathering
Education
University of North Florida 1992 — 1996
BA
Jacksonville University 1992 — 1994
BS
Stephen Illions Stephen Illions's Merrill Lynch Experience April 2011 - August 2011
Job .
Industry Law Practice
Experience
Pace University August 2012 - Present
Law Office of Edward R. Grauer, P.C. October 2013 - August 2014
Nielsen May 2013 - August 2013
Merrill Lynch April 2011 - August 2011
National Hockey League May 2008 - June 2008
Skills
Contract Negotiation, Entertainment Law, Marketing, Public Relations, Social Media, Strategic Planning, Project Management, Digital Media, Corporate Law, Legal Research, Legal Writing, Legal Assistance, Qualitative Research, Library Research, Microsoft Office, Business, PowerPoint, Sports Marketing, Sports Management
Education
Pace University School of Law 2012 — 2015
Ithaca College 2008 — 2012
Bachelor's degree, Sports Management
Pace University August 2012 - Present
Law Office of Edward R. Grauer, P.C. October 2013 - August 2014
Nielsen May 2013 - August 2013
Merrill Lynch April 2011 - August 2011
National Hockey League May 2008 - June 2008
Skills
Contract Negotiation, Entertainment Law, Marketing, Public Relations, Social Media, Strategic Planning, Project Management, Digital Media, Corporate Law, Legal Research, Legal Writing, Legal Assistance, Qualitative Research, Library Research, Microsoft Office, Business, PowerPoint, Sports Marketing, Sports Management
Education
Pace University School of Law 2012 — 2015
Ithaca College 2008 — 2012
Bachelor's degree, Sports Management
William Everts William Everts's Merrill Lynch Experience June 2011 - October 2011
Job Fidelity Investments IC
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - July 2015
Fidelity Investments April 2012 - April 2014
Merrill Lynch June 2011 - October 2011
Klingenstein, Fields June 2010 - August 2010
Education
Ithaca College 2007 — 2011
Bachelor of Science, Business Administration, Finance
Needham High School 2004 — 2007
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - July 2015
Fidelity Investments April 2012 - April 2014
Merrill Lynch June 2011 - October 2011
Klingenstein, Fields June 2010 - August 2010
Education
Ithaca College 2007 — 2011
Bachelor of Science, Business Administration, Finance
Needham High School 2004 — 2007
Alison Pierce Alison Pierce's Merrill Lynch Experience July 2005 - July 2005
Job Brand Developer & Sales Analyst at Milo's Tea Company
Industry Consumer Goods
Experience
Milo's Tea Company, Inc. April 2011 - Present
the oneCARE Company August 2010 - April 2011
Pilgrim's Pride January 2007 - August 2010
Gold Kist, Inc February 2006 - October 2007
Remington International October 2005 - February 2006
Merrill Lynch July 2005 - July 2005
Jacksonville State University March 2004 - April 2005
Jacksonville State University January 2004 - December 2004
Skills
Market Research, Advertising, Forecasting, Marketing, Brand Development, Marketing Management, Customer Service, Management, Product Development, Account Management, Product Marketing, Microsoft Office, Inventory Management, Budgets, Market Planning, Strategic Planning, Sales, Leadership, Trade Shows
Education
Jacksonville State University 2001 — 2005
Bachelor of Science, Business Management
Milo's Tea Company, Inc. April 2011 - Present
the oneCARE Company August 2010 - April 2011
Pilgrim's Pride January 2007 - August 2010
Gold Kist, Inc February 2006 - October 2007
Remington International October 2005 - February 2006
Merrill Lynch July 2005 - July 2005
Jacksonville State University March 2004 - April 2005
Jacksonville State University January 2004 - December 2004
Skills
Market Research, Advertising, Forecasting, Marketing, Brand Development, Marketing Management, Customer Service, Management, Product Development, Account Management, Product Marketing, Microsoft Office, Inventory Management, Budgets, Market Planning, Strategic Planning, Sales, Leadership, Trade Shows
Education
Jacksonville State University 2001 — 2005
Bachelor of Science, Business Management
Michael Weidner Michael Weidner's Merrill Lynch Experience August 1993 - April 2009
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC April 2009 - Present
Merrill Lynch August 1993 - April 2009
Skills
Social Media, Finance, Investments, Management, Strategic Planning, Retirement Planning, Financial Analysis, Marketing, Estate Planning, Mutual Funds
Education
Ithaca College 1979 — 1983
Bachelor of Science (B.S.), Radio and Television
Wells Fargo Advisors LLC April 2009 - Present
Merrill Lynch August 1993 - April 2009
Skills
Social Media, Finance, Investments, Management, Strategic Planning, Retirement Planning, Financial Analysis, Marketing, Estate Planning, Mutual Funds
Education
Ithaca College 1979 — 1983
Bachelor of Science (B.S.), Radio and Television
Dan Lounsbury's Merrill Lynch Experience August 1994 - August 1996
Job Founder & CEO, Tactical Products Group, Inc.
Industry Defense & Space
Experience
Tactical Products Group, Inc. September 2004 - Present
China2Net April 1999 - August 2004
Intelligent Systems, Inc. October 1996 - December 1998
Merrill Lynch August 1994 - August 1996
US Navy December 1986 - June 1994
Skills
Military, Security, Executive Management, Defense, Manufacturing, Business Intelligence, Personal Protection, Surveillance, Body Armor, Corporate Finance, Investment Banking, Certified Financial..., International Business, International Trade, International Marketing, Homeland Security, Counterterrorism, Counterinsurgency, Armor
Education
Jacksonville University 1990 — 1993
Bachelor of Science (B.S.)
BOOST 1988 — 1989
Associate of Science (A.S.)
Morse High School 1983 — 1986
Tactical Products Group, Inc. September 2004 - Present
China2Net April 1999 - August 2004
Intelligent Systems, Inc. October 1996 - December 1998
Merrill Lynch August 1994 - August 1996
US Navy December 1986 - June 1994
Skills
Military, Security, Executive Management, Defense, Manufacturing, Business Intelligence, Personal Protection, Surveillance, Body Armor, Corporate Finance, Investment Banking, Certified Financial..., International Business, International Trade, International Marketing, Homeland Security, Counterterrorism, Counterinsurgency, Armor
Education
Jacksonville University 1990 — 1993
Bachelor of Science (B.S.)
BOOST 1988 — 1989
Associate of Science (A.S.)
Morse High School 1983 — 1986
Reed Kiely Reed Kiely's Merrill Lynch Experience May 2012 - August 2012
Job Graduated from Ithaca College
Industry Management Consulting
Experience
Ithaca College Net Impact September 2012 - Present
Mountain Lakes Volunteer Fire Department August 2009 - Present
DoughMain Education Foundation May 2014 - August 2014
Ithaca College Core Trading Consultants September 2011 - May 2014
Merrill Lynch May 2012 - August 2012
Simplify LLC May 2011 - August 2011
Mountain Lakes Public Library November 2009 - March 2011
Skills
Microsoft Office, Bloomberg Terminal, Thompson One, Firefighting, Photoshop, Digital Photography, Portfolio Management, Investments, Research, Teamwork, Strategic Planning, Social Media, Public Speaking, PowerPoint, Time Management, Customer Service, Microsoft Excel, Microsoft Word, Management
Education
Ithaca College 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Ithaca College Net Impact September 2012 - Present
Mountain Lakes Volunteer Fire Department August 2009 - Present
DoughMain Education Foundation May 2014 - August 2014
Ithaca College Core Trading Consultants September 2011 - May 2014
Merrill Lynch May 2012 - August 2012
Simplify LLC May 2011 - August 2011
Mountain Lakes Public Library November 2009 - March 2011
Skills
Microsoft Office, Bloomberg Terminal, Thompson One, Firefighting, Photoshop, Digital Photography, Portfolio Management, Investments, Research, Teamwork, Strategic Planning, Social Media, Public Speaking, PowerPoint, Time Management, Customer Service, Microsoft Excel, Microsoft Word, Management
Education
Ithaca College 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Paul J Saad's Merrill Lynch Experience 2004 - 2009
Job Principal/CoFounder, Collabria Capital, Inc
Industry Investment Management
Experience
Collabria Capital April 2012 - Present
Safeguard Financial May 2009 - April 2012
Merrill Lynch 2004 - 2009
Education
Ivey Business School at Western University 1995 — 1997
MBA, Finance
McGill University 1984 — 1987
BA, Economics
Marianopolis College 1982 — 1984
DEC
Collabria Capital April 2012 - Present
Safeguard Financial May 2009 - April 2012
Merrill Lynch 2004 - 2009
Education
Ivey Business School at Western University 1995 — 1997
MBA, Finance
McGill University 1984 — 1987
BA, Economics
Marianopolis College 1982 — 1984
DEC
Warren Mandel Warren Mandel's Merrill Lynch Experience 1985 - 1990
Job Warren Mandel Account Manager at Darby Dental Supply LLC
Industry Medical Devices
Experience
Darby Dental Supply LLC 2013 - Present
SpotOn, Inc May 2013 - November 2013
JVC Broadcasting: WRCN, MyCOUNTRY96.1, PARTY105, LaFIESTA98.5 June 2011 - May 2013
WPTV Newschannel 5 August 2010 - May 2011
94.3 WMJC 2007 - August 2010
Long Island Radio Group: WKJY, WHLI, WBZO, WMJC, WRCN, WLVG 2000 - August 2010
CBS Radio: WNEW-FM 1999 - 2000
Gruntal & Co. 1995 - 1999
Dean Witter Reynolds Inc. 1990 - 1995
Merrill Lynch 1985 - 1990
Skills
Broadcast, Radio Advertising, Advertising, Marketing, Radio Broadcasting, Digital Media, Copywriting, Email Marketing, Radio Promotions, Advertising Sales, Radio Producing, Media Buying, Voice Over, New Media, Radio, Radio Host, Press Releases, New Business Development, Television, Social Networking, Radio Production, Dental Care, Cosmetic Dentistry, Dentistry, Restorative Dentistry, Dental Implants, Financial Planning, Managerial Finance, Facebook
Education
University of Florida 1976 — 1978
BS, Communications
Ithaca College 1973 — 1975
Darby Dental Supply LLC 2013 - Present
SpotOn, Inc May 2013 - November 2013
JVC Broadcasting: WRCN, MyCOUNTRY96.1, PARTY105, LaFIESTA98.5 June 2011 - May 2013
WPTV Newschannel 5 August 2010 - May 2011
94.3 WMJC 2007 - August 2010
Long Island Radio Group: WKJY, WHLI, WBZO, WMJC, WRCN, WLVG 2000 - August 2010
CBS Radio: WNEW-FM 1999 - 2000
Gruntal & Co. 1995 - 1999
Dean Witter Reynolds Inc. 1990 - 1995
Merrill Lynch 1985 - 1990
Skills
Broadcast, Radio Advertising, Advertising, Marketing, Radio Broadcasting, Digital Media, Copywriting, Email Marketing, Radio Promotions, Advertising Sales, Radio Producing, Media Buying, Voice Over, New Media, Radio, Radio Host, Press Releases, New Business Development, Television, Social Networking, Radio Production, Dental Care, Cosmetic Dentistry, Dentistry, Restorative Dentistry, Dental Implants, Financial Planning, Managerial Finance, Facebook
Education
University of Florida 1976 — 1978
BS, Communications
Ithaca College 1973 — 1975
Steve Hollis Steve Hollis's Merrill Lynch Experience January 2000 - May 2001
Job CEO at Korner
Industry Consumer Goods
Experience
Korner January 2013 - Present
Amazon October 2013 - January 2015
Amazon July 2012 - September 2013
Meals On Wheels Association of America June 2011 - May 2012
Winship Partners July 2008 - July 2010
Wachovia Securities May 2001 - June 2006
Merrill Lynch January 2000 - May 2001
Scotia Capital 1998 - 2000
Nortel September 1992 - August 1995
Skills
Financial Advisory, Investment Banking, Mergers, Financial Modeling, Mergers & Acquisitions, Venture Capital, Business Development, Business Strategy, Cloud Computing, Corporate Finance, E-commerce, Entrepreneurship, Executive Management, Finance, Investments, Private Equity, Product Management, Start-ups, Strategic Partnerships, Strategy, Strategic Planning, Telecommunications, Wireless, Management
Education
University of Waterloo 1987 — 1992
Engineering
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA
Gloucester High School
Korner January 2013 - Present
Amazon October 2013 - January 2015
Amazon July 2012 - September 2013
Meals On Wheels Association of America June 2011 - May 2012
Winship Partners July 2008 - July 2010
Wachovia Securities May 2001 - June 2006
Merrill Lynch January 2000 - May 2001
Scotia Capital 1998 - 2000
Nortel September 1992 - August 1995
Skills
Financial Advisory, Investment Banking, Mergers, Financial Modeling, Mergers & Acquisitions, Venture Capital, Business Development, Business Strategy, Cloud Computing, Corporate Finance, E-commerce, Entrepreneurship, Executive Management, Finance, Investments, Private Equity, Product Management, Start-ups, Strategic Partnerships, Strategy, Strategic Planning, Telecommunications, Wireless, Management
Education
University of Waterloo 1987 — 1992
Engineering
The University of Western Ontario - Richard Ivey School of Business 1995 — 1997
MBA
Gloucester High School
Chris Mackey Chris Mackey's Merrill Lynch Experience May 2010 - September 2010
Job Vice President, Private CFO at oXYGen Financial Inc.
Industry Financial Services
Experience
oXYGen Financial Inc May 2012 - Present
Edward Jones June 2011 - April 2012
Merrill Lynch May 2010 - September 2010
Skills
Personal Financial..., Financial Advisory, Wealth Management, Strategic Financial..., Financial Goals, Portfolio Management, Uniform Combined State..., Retirement Planning, 401k Rollovers, Saving for Education, Investment Advisory, College Savings, College Savings Plans, Wealth Accumulation..., IRAs, Investment Strategies, Retirement, Roth IRA, Mutual Funds, Simple IRA, Asset Allocation
Education
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
oXYGen Financial Inc May 2012 - Present
Edward Jones June 2011 - April 2012
Merrill Lynch May 2010 - September 2010
Skills
Personal Financial..., Financial Advisory, Wealth Management, Strategic Financial..., Financial Goals, Portfolio Management, Uniform Combined State..., Retirement Planning, 401k Rollovers, Saving for Education, Investment Advisory, College Savings, College Savings Plans, Wealth Accumulation..., IRAs, Investment Strategies, Retirement, Roth IRA, Mutual Funds, Simple IRA, Asset Allocation
Education
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Jacksonville State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Andres Jurado, MBA. Andres Jurado, MBA.'s Merrill Lynch Experience April 2012 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Edward Jones April 2011 - April 2012
Capital One July 2009 - April 2011
Wells Fargo January 2008 - July 2009
Skills
French, Spanish, English, International Relations, Teamwork, Financial Analysis, International Project..., Research, Corporate Finance, Politics, Analysis, Banking, Equities, Portfolio Management, Financial Modeling, Project Planning, Economics, Strategic Financial..., Finance, Investment Banking, Bloomberg, Financial Planning, Investments, Risk Management
Education
Jacksonville University 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Universidad Externado de Colombia 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finances and International Business
Merrill Lynch April 2012 - Present
Edward Jones April 2011 - April 2012
Capital One July 2009 - April 2011
Wells Fargo January 2008 - July 2009
Skills
French, Spanish, English, International Relations, Teamwork, Financial Analysis, International Project..., Research, Corporate Finance, Politics, Analysis, Banking, Equities, Portfolio Management, Financial Modeling, Project Planning, Economics, Strategic Financial..., Finance, Investment Banking, Bloomberg, Financial Planning, Investments, Risk Management
Education
Jacksonville University 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Universidad Externado de Colombia 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finances and International Business
Roxy Dover Roxy Dover's Merrill Lynch Experience September 2012 - Present
Job Help Desk Analyst at Merrill Lynch
Industry Computer Networking
Experience
Merrill Lynch September 2012 - Present
Blazing IT Solutions February 2012 - August 2012
Hewlett-Packard April 2011 - February 2012
Private Computer Consulting January 2010 - April 2011
Dish Network March 2008 - June 2009
Skills
Wireless Networking, Microsoft Office, Windows 7, Windows Server 2003, Windows Server 2008, WAN, Network Security, Red Hat Linux, Linux, Computer Hardware, Computer Security, Computer Repair, HTML, Python, Customer Service, A Certified, Active Directory, Antivirus, Cisco Technologies, Citrix, DHCP, Databases, Disaster Recovery, Firewalls, Hardware, Help Desk Support, Information Technology, Laptops, Microsoft Exchange, Network Administration, Networking, Operating Systems, Printers, Project Management, Routers, Security, Servers, SharePoint, Software Documentation, Software Installation, Switches, System Administration, TCP/IP, Technical Support, Troubleshooting, VMware, Windows, Windows Server, Windows Vista, Windows XP
Education
ITT Technical Institute-Jacksonville 2011 — 2013
Bachelor of Science (B.S.), Information Security Systems, 3.54
ITT-Technical Institute 2009 — 2011
Associate of Science (A.S.), Computer Networking Systems, 3.46
Merrill Lynch September 2012 - Present
Blazing IT Solutions February 2012 - August 2012
Hewlett-Packard April 2011 - February 2012
Private Computer Consulting January 2010 - April 2011
Dish Network March 2008 - June 2009
Skills
Wireless Networking, Microsoft Office, Windows 7, Windows Server 2003, Windows Server 2008, WAN, Network Security, Red Hat Linux, Linux, Computer Hardware, Computer Security, Computer Repair, HTML, Python, Customer Service, A Certified, Active Directory, Antivirus, Cisco Technologies, Citrix, DHCP, Databases, Disaster Recovery, Firewalls, Hardware, Help Desk Support, Information Technology, Laptops, Microsoft Exchange, Network Administration, Networking, Operating Systems, Printers, Project Management, Routers, Security, Servers, SharePoint, Software Documentation, Software Installation, Switches, System Administration, TCP/IP, Technical Support, Troubleshooting, VMware, Windows, Windows Server, Windows Vista, Windows XP
Education
ITT Technical Institute-Jacksonville 2011 — 2013
Bachelor of Science (B.S.), Information Security Systems, 3.54
ITT-Technical Institute 2009 — 2011
Associate of Science (A.S.), Computer Networking Systems, 3.46
somesh r. doddi somesh r. doddi's Merrill Lynch Experience February 2000 - May 2000
Job Banking & Healthcare/Biotechnology/Medical devices Professional
Industry Banking
Experience
No name January 2009 - August 2012
Saraswat Bank July 2011 - December 2011
Survivant Consulting, LLC January 2008 - April 2011
Transonic Systems Inc August 2006 - July 2007
Partners Trust Bank October 2002 - June 2006
Biopharmaceutical Co February 2002 - May 2002
American Express Fin. Advisors June 2000 - December 2001
Center for Trading and Analysis of Financial Instruments, Ithaca College August 2000 - May 2001
Merrill Lynch February 2000 - May 2000
Skills
Credit Analysis, Product Management, Biotechnology, Clinical Research, Blog Marketing, Restructuring, Banking, Financial Analysis, Debt, Research, Virology, Molecular Virology, Gene Therapy, French, French to English
Education
The Johns Hopkins University 2012 — 2016
Master of Science (MSc), Biotechnology
Ithaca College 1995 — 2002
MBA, BS, BA
Ithaca College
Master's; MBA; Bachelor of Science; Bachelor of Arts, Business Administration; Business Administration (Finance); Biochemistry
No name January 2009 - August 2012
Saraswat Bank July 2011 - December 2011
Survivant Consulting, LLC January 2008 - April 2011
Transonic Systems Inc August 2006 - July 2007
Partners Trust Bank October 2002 - June 2006
Biopharmaceutical Co February 2002 - May 2002
American Express Fin. Advisors June 2000 - December 2001
Center for Trading and Analysis of Financial Instruments, Ithaca College August 2000 - May 2001
Merrill Lynch February 2000 - May 2000
Skills
Credit Analysis, Product Management, Biotechnology, Clinical Research, Blog Marketing, Restructuring, Banking, Financial Analysis, Debt, Research, Virology, Molecular Virology, Gene Therapy, French, French to English
Education
The Johns Hopkins University 2012 — 2016
Master of Science (MSc), Biotechnology
Ithaca College 1995 — 2002
MBA, BS, BA
Ithaca College
Master's; MBA; Bachelor of Science; Bachelor of Arts, Business Administration; Business Administration (Finance); Biochemistry
Chris Mauldin Chris Mauldin's Merrill Lynch Experience 1994 - 1996
Job Service Director at ADP
Industry Outsourcing/Offshoring
Experience
ADP November 1995 - Present
United States Navy October 1982 - July 2006
Merrill Lynch 1994 - 1996
ADP August 1981 - October 1982
Skills
Employee Relations, ADP Payroll, Team Building, Coaching, Performance Management, Payroll, Process Improvement, Organizational..., Leadership Development, Customer Service, Change Management, Personnel Management, Recruiting, Human Resources, HRIS, Employee Benefits
Education
Jacksonville University 1977 — 1979
BS, Majors: Management and Marketing Minor: Economics
Chipola Junior College 1976 — 1977
Associate of Arts (AA), Business Administration and Management, General
Oglethorpe University 1975 — 1976
ADP November 1995 - Present
United States Navy October 1982 - July 2006
Merrill Lynch 1994 - 1996
ADP August 1981 - October 1982
Skills
Employee Relations, ADP Payroll, Team Building, Coaching, Performance Management, Payroll, Process Improvement, Organizational..., Leadership Development, Customer Service, Change Management, Personnel Management, Recruiting, Human Resources, HRIS, Employee Benefits
Education
Jacksonville University 1977 — 1979
BS, Majors: Management and Marketing Minor: Economics
Chipola Junior College 1976 — 1977
Associate of Arts (AA), Business Administration and Management, General
Oglethorpe University 1975 — 1976
Ashley Roque's Merrill Lynch Experience September 2009 - Present
Job Training Liaison at Merrill Lynch
Industry Real Estate
Experience
Merrill Lynch September 2009 - Present
Watson Realty Corp. June 2009 - Present
Education
Jacksonville University 2001 — 2005
BS, Management
The Bolles School 1997 — 2000
Merrill Lynch September 2009 - Present
Watson Realty Corp. June 2009 - Present
Education
Jacksonville University 2001 — 2005
BS, Management
The Bolles School 1997 — 2000
Itai Wallach Itai Wallach's Merrill Lynch Experience May 2009 - August 2009
Job Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC July 2012 - Present
Barclays Capital June 2010 - June 2012
Merrill Lynch May 2009 - August 2009
Strategic Equity Corporation May 2008 - August 2008
Education
Ivey Business School at Western University 2006 — 2010
HBA, Finance
Apollo Global Management LLC July 2012 - Present
Barclays Capital June 2010 - June 2012
Merrill Lynch May 2009 - August 2009
Strategic Equity Corporation May 2008 - August 2008
Education
Ivey Business School at Western University 2006 — 2010
HBA, Finance
Donald P. Bolden Donald P. Bolden's Merrill Lynch Experience February 1994 - April 2001
Job President, CapSouth Partners, Inc.
Industry Investment Management
Experience
CapSouth Partners, Inc. April 2001 - Present
Merrill Lynch February 1994 - April 2001
Skills
Wealth Management, Estate Planning, IRAs, Finance, Investment Management, Customer Service, Budgets, Retirement Planning, Strategic Planning, Insurance, Strategic Financial..., 401k, Marketing, Retirement, Mutual Funds, Financial Modeling, Pensions, Asset Management, New Business Development, Management Consulting, Marketing Strategy, Public Speaking
Education
Jacksonville State University 1970 — 1971
Business Management
CapSouth Partners, Inc. April 2001 - Present
Merrill Lynch February 1994 - April 2001
Skills
Wealth Management, Estate Planning, IRAs, Finance, Investment Management, Customer Service, Budgets, Retirement Planning, Strategic Planning, Insurance, Strategic Financial..., 401k, Marketing, Retirement, Mutual Funds, Financial Modeling, Pensions, Asset Management, New Business Development, Management Consulting, Marketing Strategy, Public Speaking
Education
Jacksonville State University 1970 — 1971
Business Management
Sol Reischer Sol Reischer's Merrill Lynch Experience January 2010 - January 2013
Job Investor
Industry Financial Services
Experience
GallopNYC October 2014 - Present
Battery Park City Community Emergency Response Team January 2006 - Present
New York Therapeutic Riding Center January 2003 - December 2013
Merrill Lynch January 2010 - January 2013
Bear Wagner Specialists 2000 - 2003
G.H.M. Inc January 1992 - December 2001
Skills
Options, ETFs, Trading, Equities, Electronic Trading, Equity Trading, Equity Derivatives, Asset Allocation, Market Data, Equity Research, Investment Strategies, Prime Brokerage, Investment Advisory, FX Options, Investment Banking, Emerging Markets, Investment Management, Finance
Education
Ithaca College
Philosophy
GallopNYC October 2014 - Present
Battery Park City Community Emergency Response Team January 2006 - Present
New York Therapeutic Riding Center January 2003 - December 2013
Merrill Lynch January 2010 - January 2013
Bear Wagner Specialists 2000 - 2003
G.H.M. Inc January 1992 - December 2001
Skills
Options, ETFs, Trading, Equities, Electronic Trading, Equity Trading, Equity Derivatives, Asset Allocation, Market Data, Equity Research, Investment Strategies, Prime Brokerage, Investment Advisory, FX Options, Investment Banking, Emerging Markets, Investment Management, Finance
Education
Ithaca College
Philosophy
Jim Katz Jim Katz's Merrill Lynch Experience September 2000 - October 2003
Job Project Management Professional (PMP)
Industry Management Consulting
Experience
Auditmacs April 2014 - April 2015
Acosta Sales & Marketing April 2008 - April 2014
City of Jacksonville 2003 - 2007
Merrill Lynch September 2000 - October 2003
Merrill Lynch January 1995 - September 2000
Merrill Lynch August 1992 - January 1995
Merrill Lynch May 1985 - August 1992
Skills
Project Management, Operations Management, Strategic Planning, Process Improvement, Business Analysis, Business Strategy, Financial Analysis, Organizational..., Training, CRM
Education
Jacksonville University 2002 — 2005
MBA
Rutgers University-New Brunswick 1973 — 1976
BA, Economics
Auditmacs April 2014 - April 2015
Acosta Sales & Marketing April 2008 - April 2014
City of Jacksonville 2003 - 2007
Merrill Lynch September 2000 - October 2003
Merrill Lynch January 1995 - September 2000
Merrill Lynch August 1992 - January 1995
Merrill Lynch May 1985 - August 1992
Skills
Project Management, Operations Management, Strategic Planning, Process Improvement, Business Analysis, Business Strategy, Financial Analysis, Organizational..., Training, CRM
Education
Jacksonville University 2002 — 2005
MBA
Rutgers University-New Brunswick 1973 — 1976
BA, Economics
Len O'Neill's Merrill Lynch Experience 2006 - 2009
Job Sr. Vice President | Chief Information Officer at The Suddath Companies
Industry Information Technology and Services
Experience
The Suddath Companies October 2014 - Present
RedHand Technologies 2008 - Present
Deutsche Bank July 2013 - October 2014
Deutsche Bank March 2011 - October 2014
CSX Technology 2009 - 2011
Merrill Lynch 2006 - 2009
Merrill Lynch 1985 - 2006
Skills
IT Strategy, Leadership, ITIL, Data Center, Software Development, Strategy, SOA, Virtualization, Governance, CRM, Financial Services, ERP, Change Management, Architecture, Finance, Disaster Recovery, Project Management, Asset Managment, Team Building, Agile Methodologies, Asset Management, COBIT, Architectures, Oracle, CMM, Fishing, DevOps, Sniffer, Protocol Analysis, Program Management, Transportation..., Cloud Computing, Vendor Management
Education
Jacksonville University
CIM
Rutgers, The State University of New Jersey-New Brunswick
The Suddath Companies October 2014 - Present
RedHand Technologies 2008 - Present
Deutsche Bank July 2013 - October 2014
Deutsche Bank March 2011 - October 2014
CSX Technology 2009 - 2011
Merrill Lynch 2006 - 2009
Merrill Lynch 1985 - 2006
Skills
IT Strategy, Leadership, ITIL, Data Center, Software Development, Strategy, SOA, Virtualization, Governance, CRM, Financial Services, ERP, Change Management, Architecture, Finance, Disaster Recovery, Project Management, Asset Managment, Team Building, Agile Methodologies, Asset Management, COBIT, Architectures, Oracle, CMM, Fishing, DevOps, Sniffer, Protocol Analysis, Program Management, Transportation..., Cloud Computing, Vendor Management
Education
Jacksonville University
CIM
Rutgers, The State University of New Jersey-New Brunswick
Jason Donahoe Jason Donahoe's Merrill Lynch Experience 2006 - 2008
Job Enterprise Business Intelligence Team Lead at The Energy Authority
Industry Financial Services
Experience
The Energy Authority September 2014 - Present
Blue Star Infotech October 2013 - September 2014
State Farm (Consultant-Apex Systems) July 2013 - October 2013
CIT February 2012 - June 2013
CEVA Logistics (Consultant-Apex Systems) April 2011 - February 2012
Lender Processing Services, Inc. (LPS) June 2010 - April 2011
Wells Fargo (Consultant-Synechron) February 2010 - October 2010
PaySpan, Inc. September 2008 - February 2010
Merrill Lynch 2006 - 2008
Bank of America (Consultant-Comsys) 2005 - 2006
Skills
SSIS, Microsoft SQL Server, SSRS, Data Modeling, T-SQL, Databases, ASP.NET, Crystal Reports, Business Intelligence, Visual Basic, .NET, Web Services, QlikView, SSAS 2008, T-SQL Stored Procedures, Cognos, Performance Tuning, ASP, Database Design, IIS, VBScript, VB.NET, Visual Studio, SQL Partitioning, PowerBuilder, PowerDesigner, Outlooksoft CPM..., Performance Point, Power Designer, Tableau, Logi Analytics, QlikView Expressor, QlikView Server
Education
EC Council 2013 — 2015
Masters of Security Science (In Process), Computer Forensics and Security
University of Phoenix 2002 — 2006
Bachelors of Science incomplete, Information Technology, 3.04
ITT Technical Institute-Jacksonville 1998 — 2001
Associate of Science (A.S.) Incomplete, Management of Information Systems, 3.51
The Energy Authority September 2014 - Present
Blue Star Infotech October 2013 - September 2014
State Farm (Consultant-Apex Systems) July 2013 - October 2013
CIT February 2012 - June 2013
CEVA Logistics (Consultant-Apex Systems) April 2011 - February 2012
Lender Processing Services, Inc. (LPS) June 2010 - April 2011
Wells Fargo (Consultant-Synechron) February 2010 - October 2010
PaySpan, Inc. September 2008 - February 2010
Merrill Lynch 2006 - 2008
Bank of America (Consultant-Comsys) 2005 - 2006
Skills
SSIS, Microsoft SQL Server, SSRS, Data Modeling, T-SQL, Databases, ASP.NET, Crystal Reports, Business Intelligence, Visual Basic, .NET, Web Services, QlikView, SSAS 2008, T-SQL Stored Procedures, Cognos, Performance Tuning, ASP, Database Design, IIS, VBScript, VB.NET, Visual Studio, SQL Partitioning, PowerBuilder, PowerDesigner, Outlooksoft CPM..., Performance Point, Power Designer, Tableau, Logi Analytics, QlikView Expressor, QlikView Server
Education
EC Council 2013 — 2015
Masters of Security Science (In Process), Computer Forensics and Security
University of Phoenix 2002 — 2006
Bachelors of Science incomplete, Information Technology, 3.04
ITT Technical Institute-Jacksonville 1998 — 2001
Associate of Science (A.S.) Incomplete, Management of Information Systems, 3.51
Raymond Hackler, CPA's Merrill Lynch Experience 1992 - 1999
Job Lead Business Analyst Wholesale Information Services at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2014 - Present
Signature Consultants June 2013 - February 2014
Ally Financial Inc. June 2011 - June 2013
Premier Alliance Group June 2009 - June 2011
FirstPlace (Wachovia Bank, NA) April 2008 - November 2008
Bank of America 2005 - 2008
Deloitte & Touche, LLP 2003 - 2005
Wachovia Bank, N.A. 1999 - 2003
Merrill Lynch 1992 - 1999
Skills
Regulatory Capital, Banking, Big 4, Basel II, FFIEC, Cash Flow, Securitization, Accounting, Financial Modeling, Financial Risk, Derivatives, Structured Finance, Credit Risk, Interest Rate..., Credit Derivatives, Equity Derivatives, CPA, Finance, Hedging, Analysis, Capital Markets, Risk Management, Structured Products, Business Analysis, Credit, Treasury Management, Equities, Bonds, Mergers & Acquisitions
Education
Jacksonville University 1984 — 1989
BS
Wells Fargo February 2014 - Present
Signature Consultants June 2013 - February 2014
Ally Financial Inc. June 2011 - June 2013
Premier Alliance Group June 2009 - June 2011
FirstPlace (Wachovia Bank, NA) April 2008 - November 2008
Bank of America 2005 - 2008
Deloitte & Touche, LLP 2003 - 2005
Wachovia Bank, N.A. 1999 - 2003
Merrill Lynch 1992 - 1999
Skills
Regulatory Capital, Banking, Big 4, Basel II, FFIEC, Cash Flow, Securitization, Accounting, Financial Modeling, Financial Risk, Derivatives, Structured Finance, Credit Risk, Interest Rate..., Credit Derivatives, Equity Derivatives, CPA, Finance, Hedging, Analysis, Capital Markets, Risk Management, Structured Products, Business Analysis, Credit, Treasury Management, Equities, Bonds, Mergers & Acquisitions
Education
Jacksonville University 1984 — 1989
BS
Matthew Eckler's Merrill Lynch Experience January 2000 - September 2001
Job AVP, Business Analytics and Reporting Manager at EverBank
Industry Banking
Experience
EverBank October 2011 - Present
EverBank November 2003 - September 2011
EverBank November 2001 - September 2003
Merrill Lynch January 2000 - September 2001
Merrill Lynch Credit Corp. November 1997 - December 1999
Skills
Process Improvement, Leadership, Mortgage Lending, Risk Management, Project Management, Credit, Loans, Banking, Vendor Management, Mortgage Banking, Business Development, Strategic Planning, Management, SDLC, Business Analysis, Credit Analysis
Education
Jacksonville University
Bachelor’s Degree
University of North Florida
Master of Business Administration (M.B.A.)
EverBank October 2011 - Present
EverBank November 2003 - September 2011
EverBank November 2001 - September 2003
Merrill Lynch January 2000 - September 2001
Merrill Lynch Credit Corp. November 1997 - December 1999
Skills
Process Improvement, Leadership, Mortgage Lending, Risk Management, Project Management, Credit, Loans, Banking, Vendor Management, Mortgage Banking, Business Development, Strategic Planning, Management, SDLC, Business Analysis, Credit Analysis
Education
Jacksonville University
Bachelor’s Degree
University of North Florida
Master of Business Administration (M.B.A.)
Timir Premjee's Merrill Lynch Experience January 1992 - April 1992
Job Manager, Global Voice Carrier Services at Sprint Corp.
Industry Telecommunications
Experience
Sprint April 2014 - Present
Sprint September 2009 - March 2014
Sprint August 1999 - September 2009
Sprint July 1997 - July 1999
MCImetro April 1996 - June 1997
Strategis Group June 1995 - January 1996
MCI Communications Corp. April 1995 - June 1995
Capricorn International January 1993 - August 1993
Parle Beverages Pvt. Ltd. July 1992 - December 1992
Merrill Lynch January 1992 - April 1992
Skills
Contract Negotiation, Mobile Devices, Telecommunications, Wireless, VoIP, Managed Services, Product Management, Unified Communications, IP, Strategic Partnerships, Sales Operations, Business Development, Sales, Management, Strategy
Education
The George Washington University - School of Business 1993 — 1995
MBA, International Business
Jacksonville University 1988 — 1992
BS, Finance & Economics, Cum Laude
Sprint April 2014 - Present
Sprint September 2009 - March 2014
Sprint August 1999 - September 2009
Sprint July 1997 - July 1999
MCImetro April 1996 - June 1997
Strategis Group June 1995 - January 1996
MCI Communications Corp. April 1995 - June 1995
Capricorn International January 1993 - August 1993
Parle Beverages Pvt. Ltd. July 1992 - December 1992
Merrill Lynch January 1992 - April 1992
Skills
Contract Negotiation, Mobile Devices, Telecommunications, Wireless, VoIP, Managed Services, Product Management, Unified Communications, IP, Strategic Partnerships, Sales Operations, Business Development, Sales, Management, Strategy
Education
The George Washington University - School of Business 1993 — 1995
MBA, International Business
Jacksonville University 1988 — 1992
BS, Finance & Economics, Cum Laude
Amy Carlson's Merrill Lynch Experience October 1999 - November 2000
Job Staff Systems Analyst at Omnitracs (fka Qualcomm)
Industry Telecommunications
Experience
Omnitracs June 2008 - Present
Craig/is Ltd. October 2001 - June 2008
VOTAC Incorporated November 2003 - May 2007
Merrill Lynch October 1999 - November 2000
United States Navy May 1995 - May 1999
Skills
Visio, NetSuite, Project Management, SDLC, Vendor Management, Salesforce.com, Software Documentation, SQL, E-commerce, Business Process, PMP, Budgets, Access, ERP, SaaS, Analysis, Requirements Analysis, Business Analysis, Software Project..., Process Improvement, Requirements Gathering, Systems Analysis, Telecommunications, Cloud Computing, Integration, Data Warehousing, Management, Business Intelligence, Change Management, Analytics, Enterprise Software, Databases, Business Process..., CRM, Oracle, Agile Methodologies, Software Development, IT Management, Enterprise Architecture, Program Management, Project Portfolio..., Testing
Education
Jacksonville University 2003 — 2006
BS, Business Management
University of Wisconsin-La Crosse 1993 — 1995
Pre-med
Omnitracs June 2008 - Present
Craig/is Ltd. October 2001 - June 2008
VOTAC Incorporated November 2003 - May 2007
Merrill Lynch October 1999 - November 2000
United States Navy May 1995 - May 1999
Skills
Visio, NetSuite, Project Management, SDLC, Vendor Management, Salesforce.com, Software Documentation, SQL, E-commerce, Business Process, PMP, Budgets, Access, ERP, SaaS, Analysis, Requirements Analysis, Business Analysis, Software Project..., Process Improvement, Requirements Gathering, Systems Analysis, Telecommunications, Cloud Computing, Integration, Data Warehousing, Management, Business Intelligence, Change Management, Analytics, Enterprise Software, Databases, Business Process..., CRM, Oracle, Agile Methodologies, Software Development, IT Management, Enterprise Architecture, Program Management, Project Portfolio..., Testing
Education
Jacksonville University 2003 — 2006
BS, Business Management
University of Wisconsin-La Crosse 1993 — 1995
Pre-med
Angel Belanger's Merrill Lynch Experience September 2014 - Present
Job
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch November 2011 - Present
Ziegler April 2011 - May 2012
JP Morgan Chase October 2010 - April 2011
Merrill Lynch July 2009 - October 2010
Merrill Lynch June 2007 - July 2009
Skills
Financial Services, Uniform Combined State..., Series 7, Investments, FINRA, Mutual Funds, Retirement Planning, Wealth Management, Finance, Series 63, Equities
Education
Jacksonville University 2008 — 2009
MBA, Finance
Flagler College 2003 — 2007
Merrill Lynch September 2014 - Present
Merrill Lynch November 2011 - Present
Ziegler April 2011 - May 2012
JP Morgan Chase October 2010 - April 2011
Merrill Lynch July 2009 - October 2010
Merrill Lynch June 2007 - July 2009
Skills
Financial Services, Uniform Combined State..., Series 7, Investments, FINRA, Mutual Funds, Retirement Planning, Wealth Management, Finance, Series 63, Equities
Education
Jacksonville University 2008 — 2009
MBA, Finance
Flagler College 2003 — 2007
Bram Tukker's Merrill Lynch Experience November 2003 - January 2004
Job Director, Scoring and Data Distribution at ATP Tour, Inc. & WTA Tour, Inc.
Industry Sports
Experience
ATP Tour, Inc. October 2011 - Present
ATP Tour, Inc. February 2004 - October 2011
Merrill Lynch November 2003 - January 2004
Merrill Lynch February 2002 - October 2003
CSX Transportation August 2001 - February 2002
Skills
Dutch, Business English, Tennis, Data Analysis, Project Management, MBA, Training, Marketing, Sponsorship, Budgets, Marketing Communications, Sports Marketing
Education
Jacksonville University 2003 — 2004
MBA, Business Administration
Jacksonville University 1997 — 2001
BS, Sports Administration
ATP Tour, Inc. October 2011 - Present
ATP Tour, Inc. February 2004 - October 2011
Merrill Lynch November 2003 - January 2004
Merrill Lynch February 2002 - October 2003
CSX Transportation August 2001 - February 2002
Skills
Dutch, Business English, Tennis, Data Analysis, Project Management, MBA, Training, Marketing, Sponsorship, Budgets, Marketing Communications, Sports Marketing
Education
Jacksonville University 2003 — 2004
MBA, Business Administration
Jacksonville University 1997 — 2001
BS, Sports Administration
Alex Farley's Merrill Lynch Experience September 2000 - February 2004
Job Partner, CAPE Fund LP
Industry Venture Capital & Private Equity
Experience
CAPE Fund June 2006 - Present
Universal Helicopters Newfoundland & Labrador LP November 2013 - Present
Canadian Prairie Garden Puree Products Inc. September 2012 - Present
Indigena Solutions LP July 2012 - Present
Manitobah Mukluks June 2010 - Present
Merrill Lynch September 2000 - February 2004
Skills
Investment Banking, Investments, Portfolio Management, Private Equity, Capital Markets, Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Corporate Development, Fixed Income, IPO, M&A experience
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1999
Master of Business Administration (MBA)
McGill University 1991 — 1994
B. Com, Finance, accounting
CAPE Fund June 2006 - Present
Universal Helicopters Newfoundland & Labrador LP November 2013 - Present
Canadian Prairie Garden Puree Products Inc. September 2012 - Present
Indigena Solutions LP July 2012 - Present
Manitobah Mukluks June 2010 - Present
Merrill Lynch September 2000 - February 2004
Skills
Investment Banking, Investments, Portfolio Management, Private Equity, Capital Markets, Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Mergers, Due Diligence, Corporate Development, Fixed Income, IPO, M&A experience
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1999
Master of Business Administration (MBA)
McGill University 1991 — 1994
B. Com, Finance, accounting
Darlene Downer, CPM's Merrill Lynch Experience July 1995 - February 2001
Job Director, EndUser Computing, PHH Corporation
Industry Financial Services
Experience
PHH Corporation February 2001 - Present
Merrill Lynch July 1995 - February 2001
Merrill Lynch June 1992 - July 1995
CSX Commerical Services August 1990 - June 1992
Education
University of Alaska Anchorage 2008 — 2011
MS, Project Management
Jacksonville University 2001 — 2003
BA, Computer Information Management
PHH Corporation February 2001 - Present
Merrill Lynch July 1995 - February 2001
Merrill Lynch June 1992 - July 1995
CSX Commerical Services August 1990 - June 1992
Education
University of Alaska Anchorage 2008 — 2011
MS, Project Management
Jacksonville University 2001 — 2003
BA, Computer Information Management
Bill Lodise's Merrill Lynch Experience 1999 - 2002
Job Market Leader with BB&T
Industry Banking
Experience
BB&T April 2014 - Present
The Masterson/SWOT Team, Inc. 2005 - Present
Compass Bank 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Digital Marketing
Education
Jacksonville University 2000 — 2004
BB&T April 2014 - Present
The Masterson/SWOT Team, Inc. 2005 - Present
Compass Bank 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Digital Marketing
Education
Jacksonville University 2000 — 2004
Jason Menard's Merrill Lynch Experience June 1998 - April 2004
Job Managing Director, Mergers & Acquisitions at Scotia Capital
Industry Investment Banking
Experience
Scotiabank June 2015 - Present
CIBC World Markets April 2004 - June 2015
Merrill Lynch June 1998 - April 2004
Education
The University of Western Ontario 1994 — 1998
HBA
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA-98 MBA-01
Scotiabank June 2015 - Present
CIBC World Markets April 2004 - June 2015
Merrill Lynch June 1998 - April 2004
Education
The University of Western Ontario 1994 — 1998
HBA
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA-98 MBA-01
Steve Beck, CFA's Merrill Lynch Experience September 2006 - May 2007
Job Sr. Investment Analyst at Sempra Energy
Industry Investment Management
Experience
CFA Society of San Diego June 2015 - Present
Sempra Energy January 2013 - Present
The Walt Disney Company September 2011 - January 2013
The Walt Disney Company May 2010 - September 2011
KPMG Advisory September 2008 - May 2010
Morgan Stanley May 2007 - August 2007
Merrill Lynch September 2006 - May 2007
Skills
Financial Modeling, Investments, Internal Controls, Portfolio Management, Analysis, Fixed Income, Alternative Investments, Equities, Economics, Bloomberg, Hedge Funds, Due Diligence
Education
Ithaca College 2004 — 2008
BS, Business Administration
CFA Society of San Diego June 2015 - Present
Sempra Energy January 2013 - Present
The Walt Disney Company September 2011 - January 2013
The Walt Disney Company May 2010 - September 2011
KPMG Advisory September 2008 - May 2010
Morgan Stanley May 2007 - August 2007
Merrill Lynch September 2006 - May 2007
Skills
Financial Modeling, Investments, Internal Controls, Portfolio Management, Analysis, Fixed Income, Alternative Investments, Equities, Economics, Bloomberg, Hedge Funds, Due Diligence
Education
Ithaca College 2004 — 2008
BS, Business Administration
Dawn Wyatt's Merrill Lynch Experience October 2013 - Present
Job Experienced Project Consultant
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Health System Ed August 2009 - October 2010
Interfaith Action, Inc January 2008 - June 2008
Veritude/Fidelity Investments Online Strategy Group January 2006 - June 2006
Fidelity Investments January 1993 - January 2006
Fidelity Investments March 2004 - January 2005
Veritude/Fidelity Investments Institutional Retirement Company September 2003 - March 2004
Fidelity Investments May 1999 - May 2001
Fidelity Investments Customer Processing Group May 1997 - May 1999
Fidelity Investments, Retail Marketing March 1996 - May 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1983
B.S., Business Administration
Jacksonville University 1979 — 1981
Business and Sociology
Merrill Lynch October 2013 - Present
Health System Ed August 2009 - October 2010
Interfaith Action, Inc January 2008 - June 2008
Veritude/Fidelity Investments Online Strategy Group January 2006 - June 2006
Fidelity Investments January 1993 - January 2006
Fidelity Investments March 2004 - January 2005
Veritude/Fidelity Investments Institutional Retirement Company September 2003 - March 2004
Fidelity Investments May 1999 - May 2001
Fidelity Investments Customer Processing Group May 1997 - May 1999
Fidelity Investments, Retail Marketing March 1996 - May 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1983
B.S., Business Administration
Jacksonville University 1979 — 1981
Business and Sociology
Steve Galavotti's Merrill Lynch Experience August 2011 - October 2012
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2012 - Present
Merrill Lynch August 2011 - October 2012
HarborOne Credit Union January 2002 - July 2011
Skills
Loans, Credit, Mortgage Banking, Banking, Mortgage Lending, Investments, Series 7, Financial Advisory, Finance, Financial Analysis, Residential Homes, Sellers
Education
Ithaca College 1985 — 1989
BS, Finance
Tabor Academy
Edward Jones October 2012 - Present
Merrill Lynch August 2011 - October 2012
HarborOne Credit Union January 2002 - July 2011
Skills
Loans, Credit, Mortgage Banking, Banking, Mortgage Lending, Investments, Series 7, Financial Advisory, Finance, Financial Analysis, Residential Homes, Sellers
Education
Ithaca College 1985 — 1989
BS, Finance
Tabor Academy
Claude Farrier's Merrill Lynch Experience January 1994 - May 2001
Job President at MTM Videos
Industry Computer Software
Experience
MTM Videos January 2010 - Present
Pharmafile Solutions 2002 - Present
Merrill Lynch January 1994 - May 2001
Skills
Medicine, Time Management, Hospitals, Pharmacy, New Business Development, Cardiology, Healthcare, Pharmaceutical Sales, Business Strategy, Leadership, Product Launch, Business Development, Management, Patient Education, Pharmaceutical Industry, Marketing Strategy, Strategic Planning, Cross-functional Team...
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1992
Master of Business Administration (MBA)
MTM Videos January 2010 - Present
Pharmafile Solutions 2002 - Present
Merrill Lynch January 1994 - May 2001
Skills
Medicine, Time Management, Hospitals, Pharmacy, New Business Development, Cardiology, Healthcare, Pharmaceutical Sales, Business Strategy, Leadership, Product Launch, Business Development, Management, Patient Education, Pharmaceutical Industry, Marketing Strategy, Strategic Planning, Cross-functional Team...
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1992
Master of Business Administration (MBA)
Ann Marie Grymes's Merrill Lynch Experience January 1993 - 2001
Job Process Manager in Managed Solutions Innovations Center of Excellence at AT&T
Industry Telecommunications
Experience
AT&T March 2013 - Present
AT&T September 2001 - March 2013
Merrill Lynch January 1993 - 2001
Skills
Requirements Analysis, Business Analysis, Six Sigma, Telecommunications, Visio, Vendor Management, Program Management, Disaster Recovery, IT Strategy, SDLC, VoIP, IT Operations, Contract Negotiation, Integration, MS Project, Data Center, IT Service Management, IT Management, PMP, PMO, ITIL, Project Management, Enterprise Architecture, Project Portfolio..., Software Project..., Software Documentation, Business Process..., Outsourcing, Process Improvement, Project Delivery, Call Centers, Business Process, Cross-functional Team...
Education
Jacksonville University 1970 — 1975
Bachelor of Music, Voice and Education
AT&T March 2013 - Present
AT&T September 2001 - March 2013
Merrill Lynch January 1993 - 2001
Skills
Requirements Analysis, Business Analysis, Six Sigma, Telecommunications, Visio, Vendor Management, Program Management, Disaster Recovery, IT Strategy, SDLC, VoIP, IT Operations, Contract Negotiation, Integration, MS Project, Data Center, IT Service Management, IT Management, PMP, PMO, ITIL, Project Management, Enterprise Architecture, Project Portfolio..., Software Project..., Software Documentation, Business Process..., Outsourcing, Process Improvement, Project Delivery, Call Centers, Business Process, Cross-functional Team...
Education
Jacksonville University 1970 — 1975
Bachelor of Music, Voice and Education
Veebee Wijayaratnam's Merrill Lynch Experience 2008 - 2009
Job Options at D. E. Shaw & Co.
Industry Financial Services
Experience
D. E. Shaw & Co. 2013 - Present
Deutsche Bank 2010 - 2012
Merrill Lynch 2008 - 2009
Research In Motion 2005 - 2006
Education
Richard Ivey School of Business
MBA - Master of Business Administration
University of Toronto
HBSc, Computer Science - Software Engineering
D. E. Shaw & Co. 2013 - Present
Deutsche Bank 2010 - 2012
Merrill Lynch 2008 - 2009
Research In Motion 2005 - 2006
Education
Richard Ivey School of Business
MBA - Master of Business Administration
University of Toronto
HBSc, Computer Science - Software Engineering
Ernesto Arceo's Merrill Lynch Experience January 1996 - January 2000
Job AVP Consultant Systems Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2013 - Present
Bank of America - Tek Systems October 2010 - June 2011
ADT Security-Tek Systems April 2010 - October 2010
Deutsche Bank Securities February 2009 - March 2010
Mission Critical Technology Inc. April 2008 - February 2009
Fidelity Information Services June 2001 - April 2008
CSX Technology 2008 - 2008
Visa International January 2000 - December 2001
Merrill Lynch January 1996 - January 2000
Charles Schwab January 1993 - January 1995
Skills
Disaster Recovery, Vendor Management, Security, Business Continuity, Virtualization, ITIL, Network Security, IT Management, IT Strategy, Data Center, IT Audit, Enterprise Architecture, Project Management, Information Technology, Infrastructure, Information Security..., System Deployment, Servers, Technical Support, Team Leadership, Unix, Solaris, Microsoft Exchange, SDLC, Networking, Leadership, Computer Security, Information Security, System Administration, VMware, PCI DSS, CISSP
Education
Jacksonville University 1986 — 1988
Bachelor of Science, Computer and Information Science
University of Florida 1982 — 1984
Bachelor of Arts, Political Science
Bank of America June 2013 - Present
Bank of America - Tek Systems October 2010 - June 2011
ADT Security-Tek Systems April 2010 - October 2010
Deutsche Bank Securities February 2009 - March 2010
Mission Critical Technology Inc. April 2008 - February 2009
Fidelity Information Services June 2001 - April 2008
CSX Technology 2008 - 2008
Visa International January 2000 - December 2001
Merrill Lynch January 1996 - January 2000
Charles Schwab January 1993 - January 1995
Skills
Disaster Recovery, Vendor Management, Security, Business Continuity, Virtualization, ITIL, Network Security, IT Management, IT Strategy, Data Center, IT Audit, Enterprise Architecture, Project Management, Information Technology, Infrastructure, Information Security..., System Deployment, Servers, Technical Support, Team Leadership, Unix, Solaris, Microsoft Exchange, SDLC, Networking, Leadership, Computer Security, Information Security, System Administration, VMware, PCI DSS, CISSP
Education
Jacksonville University 1986 — 1988
Bachelor of Science, Computer and Information Science
University of Florida 1982 — 1984
Bachelor of Arts, Political Science
Donald Petoskey's Merrill Lynch Experience February 1994 - September 1998
Job Client Support Specialist at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® July 2009 - Present
Rees Associates January 2007 - January 2008
Hewitt Associates July 2002 - January 2006
Merrill Lynch February 1994 - September 1998
Skills
Property & Casualty..., Benefits Administration, Employee Training, Training Delivery, Mortgage Servicing, Customer Service, Manage Client..., Relationship Management, Account Management, Business Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Call Centers, Seibel, Administrative Office..., Insurance, Employee Benefits, Management
Education
Jacksonville University 1985 — 1989
Bachelor of Arts (B.A.), Business/Corporate Communications, 3.0
Jacksonville University
Bachelor of Arts (B.A.), Business/Corporate Communications
COUNTRY Financial® July 2009 - Present
Rees Associates January 2007 - January 2008
Hewitt Associates July 2002 - January 2006
Merrill Lynch February 1994 - September 1998
Skills
Property & Casualty..., Benefits Administration, Employee Training, Training Delivery, Mortgage Servicing, Customer Service, Manage Client..., Relationship Management, Account Management, Business Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Call Centers, Seibel, Administrative Office..., Insurance, Employee Benefits, Management
Education
Jacksonville University 1985 — 1989
Bachelor of Arts (B.A.), Business/Corporate Communications, 3.0
Jacksonville University
Bachelor of Arts (B.A.), Business/Corporate Communications
James Neel's Merrill Lynch Experience 1991 - 2008
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting 2008 - Present
Merrill Lynch 1991 - 2008
Skills
Wealth, Wealth Management, Estate Planning, Strategic Financial..., Finance, Retirement Planning, Small Business, Succession Planning, 401k, Life Insurance, Series 7, Business Analysis, Securities, Financial Services, Investments, Risk Management, Mutual Funds, Process Improvement, Portfolio Management, Financial Analysis, Insurance, Team Building
Education
Jacksonville University 2002 — 2005
MBA
Alameda High School
Alameda High School
Sagemark Consulting 2008 - Present
Merrill Lynch 1991 - 2008
Skills
Wealth, Wealth Management, Estate Planning, Strategic Financial..., Finance, Retirement Planning, Small Business, Succession Planning, 401k, Life Insurance, Series 7, Business Analysis, Securities, Financial Services, Investments, Risk Management, Mutual Funds, Process Improvement, Portfolio Management, Financial Analysis, Insurance, Team Building
Education
Jacksonville University 2002 — 2005
MBA
Alameda High School
Alameda High School
Anna Garcia, CFA's Merrill Lynch Experience August 1997 - June 2009
Job Investor; Advisor
Industry Investment Banking
Experience
CTA (Canadian Technology Accelerators) August 2015 - Present
DarcMatter January 2015 - Present
AGM Ventures November 2014 - Present
J.P. Morgan January 2013 - October 2014
Jefferies & Company June 2009 - September 2012
Merrill Lynch August 1997 - June 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Alternative Investments, Equities, Financial Markets, Private Equity, Entrepreneurship, Start-ups, Venture Capital, Angel Investing, Interest Rate..., Hedging, Business Strategy, Due Diligence
Education
Ivey Business School at Western University 1995 — 1997
MBA
Lomonosov Moscow State University (MSU) 1988 — 1993
Master of Arts, Economics
CTA (Canadian Technology Accelerators) August 2015 - Present
DarcMatter January 2015 - Present
AGM Ventures November 2014 - Present
J.P. Morgan January 2013 - October 2014
Jefferies & Company June 2009 - September 2012
Merrill Lynch August 1997 - June 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Alternative Investments, Equities, Financial Markets, Private Equity, Entrepreneurship, Start-ups, Venture Capital, Angel Investing, Interest Rate..., Hedging, Business Strategy, Due Diligence
Education
Ivey Business School at Western University 1995 — 1997
MBA
Lomonosov Moscow State University (MSU) 1988 — 1993
Master of Arts, Economics
David Falb's Merrill Lynch Experience September 1991 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1991 - Present
Skills
Financial Operations, Trading, Broker-Dealer Operations, Transfer Agency, Operations Management, Leadership, Series 7, Series 24, Wealth Management, Financial Services, Mutual Funds, Alternative Investments, Hedge Funds, Precious Metals, Managed Futures, Money Market Funds, Unit Investment Trusts
Education
Jacksonville University 2002 — 2003
MBA, Business Administration
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Arts, Economics
Merrill Lynch September 1991 - Present
Skills
Financial Operations, Trading, Broker-Dealer Operations, Transfer Agency, Operations Management, Leadership, Series 7, Series 24, Wealth Management, Financial Services, Mutual Funds, Alternative Investments, Hedge Funds, Precious Metals, Managed Futures, Money Market Funds, Unit Investment Trusts
Education
Jacksonville University 2002 — 2003
MBA, Business Administration
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Arts, Economics
Sean K. Smith's Merrill Lynch Experience February 2004 - January 2009
Job Director at Auriga USA, LLC
Industry Investment Management
Experience
Auriga USA, LLC October 2010 - Present
NewOak Capital Markets (Vesper Capital Partners) June 2009 - October 2010
Merrill Lynch February 2004 - January 2009
Redwood Trust October 2001 - October 2003
Skills
Loans, Securitization, Investments, Mortgage, Trading
Education
Ithaca College 1996 — 2000
Bachelor of Science, Finance
Auriga USA, LLC October 2010 - Present
NewOak Capital Markets (Vesper Capital Partners) June 2009 - October 2010
Merrill Lynch February 2004 - January 2009
Redwood Trust October 2001 - October 2003
Skills
Loans, Securitization, Investments, Mortgage, Trading
Education
Ithaca College 1996 — 2000
Bachelor of Science, Finance
Hart Pollack's Merrill Lynch Experience May 2000 - March 2003
Job Branch Manager, Financial Advisor, CIM, FMA at CIBC Wood Gundy
Industry Financial Services
Experience
Tennis Canada 2012 - Present
CIBC Wood Gundy 2006 - Present
Tennis Canada 2005 - 2007
ScotiaMcLeod March 2003 - April 2006
Merrill Lynch May 2000 - March 2003
Education
Canadian Securities Institute 2003 — 2009
CSC, PFP, WMT
Jacksonville University 1996 — 2000
Business, FInance
Tennis Canada 2012 - Present
CIBC Wood Gundy 2006 - Present
Tennis Canada 2005 - 2007
ScotiaMcLeod March 2003 - April 2006
Merrill Lynch May 2000 - March 2003
Education
Canadian Securities Institute 2003 — 2009
CSC, PFP, WMT
Jacksonville University 1996 — 2000
Business, FInance
Chris Gerhardt's Merrill Lynch Experience July 2007 - January 2009
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America October 2012 - Present
ARROW FUSION PROFESSIONAL SERVICES August 2011 - November 2012
Bank of America March 2011 - August 2011
Bank of America January 2009 - March 2011
Merrill Lynch July 2007 - January 2009
US Army April 1998 - December 2002
Skills
Disaster Recovery, Storage, Program Management, Unix, Team Building, SharePoint, Storage Area Networks, System Administration, IT Management, Technical Support, Linux, Data Center, IT Strategy, Integration, Vendor Management, Leadership, Infrastructure, Analysis
Education
Jacksonville University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at San Antonio 2003 — 2007
BSEE, Electrical Engineering
Defense Language Institute Foreign Language School 1998 — 1999
Russian
Bank of America October 2012 - Present
ARROW FUSION PROFESSIONAL SERVICES August 2011 - November 2012
Bank of America March 2011 - August 2011
Bank of America January 2009 - March 2011
Merrill Lynch July 2007 - January 2009
US Army April 1998 - December 2002
Skills
Disaster Recovery, Storage, Program Management, Unix, Team Building, SharePoint, Storage Area Networks, System Administration, IT Management, Technical Support, Linux, Data Center, IT Strategy, Integration, Vendor Management, Leadership, Infrastructure, Analysis
Education
Jacksonville University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at San Antonio 2003 — 2007
BSEE, Electrical Engineering
Defense Language Institute Foreign Language School 1998 — 1999
Russian
Joe Sutta's Merrill Lynch Experience July 2007 - April 2008
Job Supervisor Data Center Operations, Communications and Monitoring Center at Volusia County Schools
Industry Information Technology and Services
Experience
Volusia County Schools October 2014 - Present
Stetson University January 2012 - September 2014
Volusia County Schools March 2010 - August 2011
iVenture Solutions April 2008 - October 2009
Merrill Lynch July 2007 - April 2008
Servcom USA, LLC December 2002 - June 2007
Skills
Active Directory, Operating Systems, DNS, Virtualization, Desktop Computers, Windows Server, Cisco IOS, Networking, VPN, Windows 7, Troubleshooting, Microsoft Exchange, Windows XP, Disaster Recovery
Education
Jacksonville University 2003 — 2007
Bachelor's Degree, Computing Science
Volusia County Schools October 2014 - Present
Stetson University January 2012 - September 2014
Volusia County Schools March 2010 - August 2011
iVenture Solutions April 2008 - October 2009
Merrill Lynch July 2007 - April 2008
Servcom USA, LLC December 2002 - June 2007
Skills
Active Directory, Operating Systems, DNS, Virtualization, Desktop Computers, Windows Server, Cisco IOS, Networking, VPN, Windows 7, Troubleshooting, Microsoft Exchange, Windows XP, Disaster Recovery
Education
Jacksonville University 2003 — 2007
Bachelor's Degree, Computing Science
Barry Dennis, CFA's Merrill Lynch Experience June 2000 - May 2009
Job President
Industry Financial Services
Experience
Strategos Capital Management April 2015 - Present
Canaccord Genuity Inc. August 2013 - February 2015
Sterne Agee January 2011 - April 2012
Chapdelaine & Co. May 2009 - April 2011
Merrill Lynch June 2000 - May 2009
TD Securities July 1997 - July 2000
Nesbitt Burns 1993 - 1997
Skills
ABS, CDO, Fixed Income, Structured Products, Capital Markets, Derivatives, Credit Derivatives, Bonds, Hedge Funds, Securities, High Yield, Securitization, MBS, Alternative Investments, Trading, Bloomberg, Asset Managment, Structured Finance, Equities, Investments
Education
CFA Institute 1991 — 1994
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA
The University of British Columbia 1983 — 1988
bcomm, Finance
Strategos Capital Management April 2015 - Present
Canaccord Genuity Inc. August 2013 - February 2015
Sterne Agee January 2011 - April 2012
Chapdelaine & Co. May 2009 - April 2011
Merrill Lynch June 2000 - May 2009
TD Securities July 1997 - July 2000
Nesbitt Burns 1993 - 1997
Skills
ABS, CDO, Fixed Income, Structured Products, Capital Markets, Derivatives, Credit Derivatives, Bonds, Hedge Funds, Securities, High Yield, Securitization, MBS, Alternative Investments, Trading, Bloomberg, Asset Managment, Structured Finance, Equities, Investments
Education
CFA Institute 1991 — 1994
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA
The University of British Columbia 1983 — 1988
bcomm, Finance
Michael Satcowitz's Merrill Lynch Experience May 1994 - August 1996
Job Manager at State Street
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company July 2008 - Present
Morgan Stanley April 2007 - July 2008
SS&C GlobeOp June 2005 - April 2007
GlobeOp Financial Services July 2003 - June 2005
Citigroup January 2002 - July 2003
Merrill Lynch May 1994 - August 1996
Skills
Accounting, Fund Administration, Hedge Funds, Fund Accounting, Finance, Auditing, Fixed Income, Equities, Middle Office, Bloomberg, Alternative Investments, Derivatives, Corporate Actions, Securities, Asset Managment, Swaps, Capital Markets, Mutual Funds, Back Office, FX Options, Portfolio Management, Financial Services, Private Equity, Investments, Options, Trading, Bonds, Bloomberg Terminal, Valuation, Asset Management, Management, Fund Of Funds
Education
State University of New York College at Old Westbury 1991 — 1992
B.S., Finance
Ithaca College 1987 — 1991
Accounting and Finance
International Fund Services (NA) LLC, A State Street Company July 2008 - Present
Morgan Stanley April 2007 - July 2008
SS&C GlobeOp June 2005 - April 2007
GlobeOp Financial Services July 2003 - June 2005
Citigroup January 2002 - July 2003
Merrill Lynch May 1994 - August 1996
Skills
Accounting, Fund Administration, Hedge Funds, Fund Accounting, Finance, Auditing, Fixed Income, Equities, Middle Office, Bloomberg, Alternative Investments, Derivatives, Corporate Actions, Securities, Asset Managment, Swaps, Capital Markets, Mutual Funds, Back Office, FX Options, Portfolio Management, Financial Services, Private Equity, Investments, Options, Trading, Bonds, Bloomberg Terminal, Valuation, Asset Management, Management, Fund Of Funds
Education
State University of New York College at Old Westbury 1991 — 1992
B.S., Finance
Ithaca College 1987 — 1991
Accounting and Finance
Angel Ovcharov's Merrill Lynch Experience January 2012 - July 2014
Job Regional Finance Liquidity Reporting DB
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch January 2012 - July 2014
Merrill Edge June 2010 - January 2012
Merrill Lynch January 2008 - June 2010
Skills
Series 7, Wealth Management, Series 63, Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Retirement Planning, Uniform Combined State..., Derivatives, Asset Allocation, Strategic Financial..., Securities, Capital Markets, Alternative Investments, Banking, Asset Managment, Investment Banking, Risk Management, Finance, ETFs, FINRA, Wealth Management..., Equity Research, Retirement, 401k, IRAs, Wealth, Financial Risk, Relationship Management, Financial Services, Cash Management, Bonds, Customer Service, Settlement, Financial Analysis, Business Analysis
Education
Jacksonville University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of North Florida 2006 — 2007
Bachelor of Business Administration (BBA), International Business
Universität Mannheim 2000 — 2004
Vordiplom, Business Administration and Management, General
Deutsche Bank July 2015 - Present
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch January 2012 - July 2014
Merrill Edge June 2010 - January 2012
Merrill Lynch January 2008 - June 2010
Skills
Series 7, Wealth Management, Series 63, Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Retirement Planning, Uniform Combined State..., Derivatives, Asset Allocation, Strategic Financial..., Securities, Capital Markets, Alternative Investments, Banking, Asset Managment, Investment Banking, Risk Management, Finance, ETFs, FINRA, Wealth Management..., Equity Research, Retirement, 401k, IRAs, Wealth, Financial Risk, Relationship Management, Financial Services, Cash Management, Bonds, Customer Service, Settlement, Financial Analysis, Business Analysis
Education
Jacksonville University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of North Florida 2006 — 2007
Bachelor of Business Administration (BBA), International Business
Universität Mannheim 2000 — 2004
Vordiplom, Business Administration and Management, General
Hari Sambasivam's Merrill Lynch Experience 2000 - 2008
Job MD, Associate Director of Research Canada
Industry Capital Markets
Experience
BMO Capital Markets April 2015 - Present
BMO Capital Markets May 2011 - April 2015
National Bank Financial January 2009 - November 2010
Merrill Lynch 2000 - 2008
TD Securities 1996 - 2000
Deutsche Bank Securities 1993 - 1996
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Investment Banking, Capital Markets, Healthcare, Bloomberg, Special Situations, Investments, Hedge Funds, Private Equity, Fixed Income, Equity Trading
Education
Ivey Business School at Western University 1991 — 1993
MBA
University of Toronto 1980 — 1990
BSc, PhD, Biochemistry
BMO Capital Markets April 2015 - Present
BMO Capital Markets May 2011 - April 2015
National Bank Financial January 2009 - November 2010
Merrill Lynch 2000 - 2008
TD Securities 1996 - 2000
Deutsche Bank Securities 1993 - 1996
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Investment Banking, Capital Markets, Healthcare, Bloomberg, Special Situations, Investments, Hedge Funds, Private Equity, Fixed Income, Equity Trading
Education
Ivey Business School at Western University 1991 — 1993
MBA
University of Toronto 1980 — 1990
BSc, PhD, Biochemistry
Sharon Lemond's Merrill Lynch Experience March 1982 - August 1985
Job Owner of Accent on Design
Industry Design
Experience
Accent on Design April 2001 - Present
Shoe Carnival April 1987 - May 1993
Merrill Lynch March 1982 - August 1985
Skills
Customer Service
Education
Ivy Tech Community College 1995 — 1997
Associae, Interior Design
University of Southern Indiana 1977 — 1982
BS, Business, Education
Accent on Design April 2001 - Present
Shoe Carnival April 1987 - May 1993
Merrill Lynch March 1982 - August 1985
Skills
Customer Service
Education
Ivy Tech Community College 1995 — 1997
Associae, Interior Design
University of Southern Indiana 1977 — 1982
BS, Business, Education
Colin Gorling's Merrill Lynch Experience 2007 - 2008
Job Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets June 2013 - Present
HSBC Securities (Canada) Inc. November 2010 - May 2013
Bank of Canada February 2009 - September 2010
Merrill Lynch 2007 - 2008
Merrill Lynch 2002 - 2007
Skills
Fixed Income, Capital Markets, Derivatives, Bonds, Financial Markets, Bloomberg, Portfolio Management, Trading, Financial Modeling, Swaps, Hedging, Investments, Structured Products, Asset Managment, Banking, Economics, Asset Management
Education
Ivey Business School at Western University
MBA, Management, Finance
Simon Fraser University
BBA, Joint Major in Business (Management Science) and Economics
RBC Capital Markets June 2013 - Present
HSBC Securities (Canada) Inc. November 2010 - May 2013
Bank of Canada February 2009 - September 2010
Merrill Lynch 2007 - 2008
Merrill Lynch 2002 - 2007
Skills
Fixed Income, Capital Markets, Derivatives, Bonds, Financial Markets, Bloomberg, Portfolio Management, Trading, Financial Modeling, Swaps, Hedging, Investments, Structured Products, Asset Managment, Banking, Economics, Asset Management
Education
Ivey Business School at Western University
MBA, Management, Finance
Simon Fraser University
BBA, Joint Major in Business (Management Science) and Economics
Heather Cornwell's Merrill Lynch Experience January 2006 - Present
Job Investment Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Adrienne Vittadini August 2002 - December 2005
Polo Ralph Lauren December 2000 - July 2003
Education
Jacksonville University 2009 — 2011
BA, Business Administration
Merrill Lynch January 2006 - Present
Adrienne Vittadini August 2002 - December 2005
Polo Ralph Lauren December 2000 - July 2003
Education
Jacksonville University 2009 — 2011
BA, Business Administration
John Worsowicz CPA's Merrill Lynch Experience July 2013 - Present
Job Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Ennis, Pellum & Associates, CPAs June 2011 - May 2013
Eleets Transportation October 2010 - June 2011
EWP Construction 2004 - January 2011
S & W Materials, Inc 1998 - 2004
MD Technology 1997 - 1998
CSX Transportation 1995 - 1997
CSX Technology 1989 - 1995
Skills
Strategic Planning, Management Consulting, •Financial Management..., Financial Accounting, Financial Reporting, Financial Modeling, Business Valuation, Capital Planning, Debt Restructuring, Recapitalizations, Profitability Analysis, Acquisition Strategy, Financial Risk Analysis, M&A Consulting, Succession Planning, Mergers, Finance, Mergers & Acquisitions, Accounting, Financial Risk, Capital Budgeting, Auditing
Education
University of North Florida
MBA
Jacksonville University
Bachelors of Arts
Merrill Lynch July 2013 - Present
Ennis, Pellum & Associates, CPAs June 2011 - May 2013
Eleets Transportation October 2010 - June 2011
EWP Construction 2004 - January 2011
S & W Materials, Inc 1998 - 2004
MD Technology 1997 - 1998
CSX Transportation 1995 - 1997
CSX Technology 1989 - 1995
Skills
Strategic Planning, Management Consulting, •Financial Management..., Financial Accounting, Financial Reporting, Financial Modeling, Business Valuation, Capital Planning, Debt Restructuring, Recapitalizations, Profitability Analysis, Acquisition Strategy, Financial Risk Analysis, M&A Consulting, Succession Planning, Mergers, Finance, Mergers & Acquisitions, Accounting, Financial Risk, Capital Budgeting, Auditing
Education
University of North Florida
MBA
Jacksonville University
Bachelors of Arts
Lora Goldberg's Merrill Lynch Experience 1999 - 2002
Job VP Information Technology at AGF Management Limited
Industry Financial Services
Experience
AGF Management Limited July 2005 - Present
Merrill Lynch 1999 - 2002
Education
Ivey Business School at Western University 1983 — 1985
MBA
AGF Management Limited July 2005 - Present
Merrill Lynch 1999 - 2002
Education
Ivey Business School at Western University 1983 — 1985
MBA
Thomas Deacon's Merrill Lynch Experience 1991 - 2001
Job Director, Finance at CIT Group Inc.
Industry Financial Services
Experience
CIT Group Inc. February 2002 - Present
Merrill Lynch 1991 - 2001
Marine Midland Bank 1989 - 1991
Drexel Burnham Lambert 1986 - 1989
EF Hutton 1983 - 1986
Skills
Financial Modeling, Hyperion Enterprise, Cash Management, Restructuring, Accounting, Mergers, Forecasting, Financial Accounting, Income Statement, Financial Analysis, Budgets, Corporate Finance, Outsourcing, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance and International Business
Ithaca College 1978 — 1982
BS, Finance and Management
CIT Group Inc. February 2002 - Present
Merrill Lynch 1991 - 2001
Marine Midland Bank 1989 - 1991
Drexel Burnham Lambert 1986 - 1989
EF Hutton 1983 - 1986
Skills
Financial Modeling, Hyperion Enterprise, Cash Management, Restructuring, Accounting, Mergers, Forecasting, Financial Accounting, Income Statement, Financial Analysis, Budgets, Corporate Finance, Outsourcing, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance and International Business
Ithaca College 1978 — 1982
BS, Finance and Management
Cynthia Freadhoff's Merrill Lynch Experience November 2010 - Present
Job Wealth Management Banker, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
US Trust April 2002 - November 2010
Education
Whittier Law School 1997 — 1999
law
Jacksonville University 1979 — 1981
BS, Economics and Finance
Merrill Lynch November 2010 - Present
US Trust April 2002 - November 2010
Education
Whittier Law School 1997 — 1999
law
Jacksonville University 1979 — 1981
BS, Economics and Finance
Jennifer Tomlinson's Merrill Lynch Experience April 2011 - Present
Job Compliance Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Wekiva Springs Hospital May 2010 - November 2012
MainOcean Port Services 2011 - 2012
Snap Fitness 24/7 June 2010 - January 2011
Bailey's Powerhouse Gym 2009 - 2009
Skills
Marketing, PowerPoint, Strategic Planning, Financial Analysis, Microsoft Excel, Microsoft Word, Public Speaking, Outlook, Customer Service, Microsoft Office, Team Leadership, Budgets, Series 7
Education
Jacksonville University 2006 — 2011
Master of Business Administration (M.B.A.), Management
Merrill Lynch April 2011 - Present
Wekiva Springs Hospital May 2010 - November 2012
MainOcean Port Services 2011 - 2012
Snap Fitness 24/7 June 2010 - January 2011
Bailey's Powerhouse Gym 2009 - 2009
Skills
Marketing, PowerPoint, Strategic Planning, Financial Analysis, Microsoft Excel, Microsoft Word, Public Speaking, Outlook, Customer Service, Microsoft Office, Team Leadership, Budgets, Series 7
Education
Jacksonville University 2006 — 2011
Master of Business Administration (M.B.A.), Management
Sharon Bond's Merrill Lynch Experience May 1983 - August 1987
Job Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 1987 - Present
Merrill Lynch May 1983 - August 1987
Skills
Insurance, Business Analysis, Risk Management, Financial Analysis, SDLC, Retirement Planning, Strategic Financial..., Financial Modeling, Vendor Management, Fixed Annuities, Retirement, Fixed Income
Education
Ithaca College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Ithaca College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Prudential Financial August 1987 - Present
Merrill Lynch May 1983 - August 1987
Skills
Insurance, Business Analysis, Risk Management, Financial Analysis, SDLC, Retirement Planning, Strategic Financial..., Financial Modeling, Vendor Management, Fixed Annuities, Retirement, Fixed Income
Education
Ithaca College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Ithaca College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Thomas DiMele's Merrill Lynch Experience 1990 - 1996
Job President & CEO at Woodbine Ventures
Industry Investment Banking
Experience
Woodbine Ventures April 1996 - Present
Merrill Lynch 1990 - 1996
Education
Ithaca College
BFA, Music / Theater
Woodbine Ventures April 1996 - Present
Merrill Lynch 1990 - 1996
Education
Ithaca College
BFA, Music / Theater
Andrew Cecil's Merrill Lynch Experience September 2012 - Present
Job Client Service Representative at Merrill Lynch
Industry Broadcast Media
Experience
Merrill Lynch September 2012 - Present
"Journey to the Maya" September 2011 - Present
Greenshades Software April 2012 - May 2012
GameStop March 2008 - April 2012
Jacksonville University August 2010 - November 2010
Portrait Corporation of America November 2006 - November 2007
Skills
Photography
Education
Jacksonville University 2003 — 2011
BA, Communication
Merrill Lynch September 2012 - Present
"Journey to the Maya" September 2011 - Present
Greenshades Software April 2012 - May 2012
GameStop March 2008 - April 2012
Jacksonville University August 2010 - November 2010
Portrait Corporation of America November 2006 - November 2007
Skills
Photography
Education
Jacksonville University 2003 — 2011
BA, Communication
Thomas Lowell's Merrill Lynch Experience 2010 - Present
Job Senior VicePresident / Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Education
The George Washington University - School of Business 1979 — 1980
Master of Business Administration (MBA), Finance and International Business
Ithaca College 1975 — 1979
BS, Business
Scarsdale HS 1971 — 1973
Merrill Lynch 2010 - Present
Education
The George Washington University - School of Business 1979 — 1980
Master of Business Administration (MBA), Finance and International Business
Ithaca College 1975 — 1979
BS, Business
Scarsdale HS 1971 — 1973
Francesca Yong's Merrill Lynch Experience September 2012 - December 2012
Job Audit Associate at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Merrill Lynch September 2012 - December 2012
Education
Jacksonville University 2013 — 2014
Master of Business Administration (M.B.A.), Accouting & Finance, 4.0
Jacksonville University 2009 — 2013
Bachelor’s Degree, Accounting & Finance, 3.8
Deloitte September 2014 - Present
Merrill Lynch September 2012 - December 2012
Education
Jacksonville University 2013 — 2014
Master of Business Administration (M.B.A.), Accouting & Finance, 4.0
Jacksonville University 2009 — 2013
Bachelor’s Degree, Accounting & Finance, 3.8
Joshua Larsen, CRPC's Merrill Lynch Experience February 2011 - May 2013
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - July 2015
Merrill Lynch February 2011 - May 2013
PNC/National City Bank July 2003 - February 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Credit, Banking, Mortgage Lending, Financial Modeling, Coaching, Financial Services, Finance, IRAs, Financial Advisory, Fixed Annuities, Portfolio Management, Securities, 401k, Asset Management, Loans, Life Insurance, Consumer Lending, Long-term Care, Long Term Care Insurance, Wealth Management..., ETFs, Investment Management, Retail Banking, Fixed Income, Mortgage Banking, Relationship Management, Residential Mortgages, Term Life Insurance, Small Business Lending, Commercial Banking, Private Banking, Equities, Loan Origination, Cross Selling, Lines Of Credit
Education
Siena Heights University 2000 — 2006
Bachelor of Science (B.S.), Social Sciences
Jackson Community College 1999 — 2000
Morgan Stanley July 2015 - Present
Morgan Stanley Wealth Management May 2013 - July 2015
Merrill Lynch February 2011 - May 2013
PNC/National City Bank July 2003 - February 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 65, Investments, Strategic Financial..., Credit, Banking, Mortgage Lending, Financial Modeling, Coaching, Financial Services, Finance, IRAs, Financial Advisory, Fixed Annuities, Portfolio Management, Securities, 401k, Asset Management, Loans, Life Insurance, Consumer Lending, Long-term Care, Long Term Care Insurance, Wealth Management..., ETFs, Investment Management, Retail Banking, Fixed Income, Mortgage Banking, Relationship Management, Residential Mortgages, Term Life Insurance, Small Business Lending, Commercial Banking, Private Banking, Equities, Loan Origination, Cross Selling, Lines Of Credit
Education
Siena Heights University 2000 — 2006
Bachelor of Science (B.S.), Social Sciences
Jackson Community College 1999 — 2000
Animish Jagadish's Merrill Lynch Experience May 2001 - September 2001
Job Project Manager at SeaWorld Parks & Entertainment
Industry Information Technology and Services
Experience
SeaWorld Parks & Entertainment February 2015 - Present
Wyndham Vacation Ownership December 2013 - February 2015
SeaWorld Parks & Entertainment July 2013 - November 2013
Marriott Vacations Worldwide September 2005 - June 2013
NationSoft Inc. January 2003 - February 2005
DaimlerChrysler September 2001 - November 2002
Merrill Lynch May 2001 - September 2001
Skills
PMP, CISA, ITIL, Business Analysis, Process Improvement, Project Management, Vendor Management, Business Process..., SDLC, Financial Analysis, Change Management, Analysis, Budgets, Program Management, Cross-functional Team..., Forecasting, MS Project, PeopleSoft, Visio, Requirements Gathering, Team Leadership, Finance, Systems Analysis, CRM, Project Planning, Management, Leadership, Team Management, Software Documentation, Business Development, Strategic Planning, Team Building, Project Portfolio...
Education
Jacksonville University 1996 — 2001
B.S, International Business; Finance
SeaWorld Parks & Entertainment February 2015 - Present
Wyndham Vacation Ownership December 2013 - February 2015
SeaWorld Parks & Entertainment July 2013 - November 2013
Marriott Vacations Worldwide September 2005 - June 2013
NationSoft Inc. January 2003 - February 2005
DaimlerChrysler September 2001 - November 2002
Merrill Lynch May 2001 - September 2001
Skills
PMP, CISA, ITIL, Business Analysis, Process Improvement, Project Management, Vendor Management, Business Process..., SDLC, Financial Analysis, Change Management, Analysis, Budgets, Program Management, Cross-functional Team..., Forecasting, MS Project, PeopleSoft, Visio, Requirements Gathering, Team Leadership, Finance, Systems Analysis, CRM, Project Planning, Management, Leadership, Team Management, Software Documentation, Business Development, Strategic Planning, Team Building, Project Portfolio...
Education
Jacksonville University 1996 — 2001
B.S, International Business; Finance
Brittany Hatcher's Merrill Lynch Experience December 2006 - Present
Job Case Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
Blue Cross Blue Shield of FL June 2002 - May 2005
Education
Jacksonville University 2007 — 2011
Bachelor of Science (B.S.), Social Sciences
Merrill Lynch December 2006 - Present
Blue Cross Blue Shield of FL June 2002 - May 2005
Education
Jacksonville University 2007 — 2011
Bachelor of Science (B.S.), Social Sciences
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank