Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Alex Kuchuk Alex Kuchuk's Merrill Lynch Experience May 2007 - August 2008
Job Sales Agent
Industry Mining & Metals
Experience
Northern Metal Supply Corporation August 2009 - Present
American Income Life Insurance Company February 2015 - July 2015
Merrill Lynch May 2007 - August 2008
Verizon Wireless December 2006 - May 2008
Harris InfoSource May 2004 - January 2006
Skills
Sales, Marketing, Data Analysis, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Manufacturing, Account Management, Business Development
Education
John Carroll University 2007 — 2009
Bachelor of Science, Economics, 3.62
Miami University 2004 — 2006
Pursued a Bachelor of Science, Business - Economics, 3.88
Northern Metal Supply Corporation August 2009 - Present
American Income Life Insurance Company February 2015 - July 2015
Merrill Lynch May 2007 - August 2008
Verizon Wireless December 2006 - May 2008
Harris InfoSource May 2004 - January 2006
Skills
Sales, Marketing, Data Analysis, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Manufacturing, Account Management, Business Development
Education
John Carroll University 2007 — 2009
Bachelor of Science, Economics, 3.62
Miami University 2004 — 2006
Pursued a Bachelor of Science, Business - Economics, 3.88
Karima Jivani Karima Jivani's Merrill Lynch Experience May 2007 - August 2007
Job MBA Candidate, Rice University Jones Graduate School of Business
Industry Management Consulting
Experience
Deloitte Consulting LLP June 2014 - August 2014
Hewlett-Packard January 2014 - May 2014
Fox Networks Group 2012 - 2013
DIRECTV August 2009 - September 2012
DIRECTV June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Project Management, Forecasting, Operating Budgets, Data Analysis, Systems Improvement, Functional Training, Business Requirements, System Requirements, TM1, JD Edwards, Strategic Planning, Leadership, Access, Analytics, Analysis, Business Analysis, Business Intelligence, Financial Reporting, Business Process..., Process Improvement, Cross-functional Team..., Competitive Analysis, Strategy, Program Management
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Loyola Marymount University 2005 — 2009
Bachelors of Business Administration
University of International Business and Economics 2008 — 2008
Study Abroad
Deloitte Consulting LLP June 2014 - August 2014
Hewlett-Packard January 2014 - May 2014
Fox Networks Group 2012 - 2013
DIRECTV August 2009 - September 2012
DIRECTV June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Project Management, Forecasting, Operating Budgets, Data Analysis, Systems Improvement, Functional Training, Business Requirements, System Requirements, TM1, JD Edwards, Strategic Planning, Leadership, Access, Analytics, Analysis, Business Analysis, Business Intelligence, Financial Reporting, Business Process..., Process Improvement, Cross-functional Team..., Competitive Analysis, Strategy, Program Management
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Loyola Marymount University 2005 — 2009
Bachelors of Business Administration
University of International Business and Economics 2008 — 2008
Study Abroad
Ideen Solhtalab Ideen Solhtalab's Merrill Lynch Experience June 2006 - August 2006
Job Honest, ambitious, and fun dynamo looking for meaningful, high responsibility work
Industry Management Consulting
Experience
Personal Sabbatical July 2011 - Present
LivingSocial December 2010 - November 2013
Booz Allen Hamilton September 2010 - July 2011
Booz Allen Hamilton September 2008 - September 2010
Booz Allen Hamilton May 2007 - December 2007
College of William and Mary August 2006 - May 2007
College of William and Mary February 2004 - May 2007
Merrill Lynch June 2006 - August 2006
Closed-End Fund Advisors December 2004 - December 2004
Skills
Change Management, Social Media, Public Speaking, Coaching, Marketing Communications, Customer Service, Event Management, Problem Solving, Entrepreneurship, Leadership
Education
The College of William and Mary 2003 — 2008
BBA, Marketing with a Concentration in Finance, Cumulative GPA: 3.34; Major GPA: 3.54
National Outdoor Leadership School 2008 — 2008
Leadership, Wilderness Skills, and Environmental Ethics
Boulder Outdoor Survival School (BOSS) 2012 — 2012
Primitive Living & Survival Skills
John Cabot University 2005 — 2005
Operations Management
Bishop Ireton High School 2000 — 2003
Diploma, 4.24
Personal Sabbatical July 2011 - Present
LivingSocial December 2010 - November 2013
Booz Allen Hamilton September 2010 - July 2011
Booz Allen Hamilton September 2008 - September 2010
Booz Allen Hamilton May 2007 - December 2007
College of William and Mary August 2006 - May 2007
College of William and Mary February 2004 - May 2007
Merrill Lynch June 2006 - August 2006
Closed-End Fund Advisors December 2004 - December 2004
Skills
Change Management, Social Media, Public Speaking, Coaching, Marketing Communications, Customer Service, Event Management, Problem Solving, Entrepreneurship, Leadership
Education
The College of William and Mary 2003 — 2008
BBA, Marketing with a Concentration in Finance, Cumulative GPA: 3.34; Major GPA: 3.54
National Outdoor Leadership School 2008 — 2008
Leadership, Wilderness Skills, and Environmental Ethics
Boulder Outdoor Survival School (BOSS) 2012 — 2012
Primitive Living & Survival Skills
John Cabot University 2005 — 2005
Operations Management
Bishop Ireton High School 2000 — 2003
Diploma, 4.24
Leonard Barbe Leonard Barbe's Merrill Lynch Experience August 2004 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
Smith Barney January 1991 - August 2004
Skills
Certified Financial..., Investment Strategies, Series 63, Estate Planning, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Series 7, Wealth Management, Term Life Insurance, Uniform Combined State..., Mutual Funds, Investment Advisory, Trusts, Financial Advisory, Estate Tax Planning, Retirement, Asset Allocation, IRAs, Wealth Management..., Mortgage Lending, 401k Rollovers, Wealth Accumulation, Financial Planning
Education
The Ohio State University 1977 — 1979
Master of Business Administration (MBA)
John Carroll University 1973 — 1977
Bachelor of Science (B.S.)
Merrill Lynch August 2004 - Present
Smith Barney January 1991 - August 2004
Skills
Certified Financial..., Investment Strategies, Series 63, Estate Planning, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Series 7, Wealth Management, Term Life Insurance, Uniform Combined State..., Mutual Funds, Investment Advisory, Trusts, Financial Advisory, Estate Tax Planning, Retirement, Asset Allocation, IRAs, Wealth Management..., Mortgage Lending, 401k Rollovers, Wealth Accumulation, Financial Planning
Education
The Ohio State University 1977 — 1979
Master of Business Administration (MBA)
John Carroll University 1973 — 1977
Bachelor of Science (B.S.)
Nikhil Karogal, CFA, CMT Nikhil Karogal, CFA, CMT's Merrill Lynch Experience May 2007 - August 2007
Job Senior Refined Products Trader at Shell Trading
Industry Investment Banking
Experience
Shell Trading November 2013 - Present
Bank of America/Merrill Lynch July 2008 - October 2013
Global Energy Capital L.P July 2007 - June 2008
Merrill Lynch May 2007 - August 2007
Chicago Bridge & Iron Company June 2005 - August 2006
Lincoln Electric June 2002 - June 2005
Skills
Commodity, Options, Financial Modeling
Education
Market Technicians Association 2011 — 2012
Chartered Market Technician
CFA Institute 2007 — 2009
Chartered Financial Analyst
Rice University - Jesse H. Jones Graduate School of Management 2006 — 2008
MBA, FINANCE
The Ohio State University 2000 — 2002
MS, Materials Science
Malaviya National Insitute of Technology Jaipur 1996 — 2000
BE, Metallurgical Engineering
Shell Trading November 2013 - Present
Bank of America/Merrill Lynch July 2008 - October 2013
Global Energy Capital L.P July 2007 - June 2008
Merrill Lynch May 2007 - August 2007
Chicago Bridge & Iron Company June 2005 - August 2006
Lincoln Electric June 2002 - June 2005
Skills
Commodity, Options, Financial Modeling
Education
Market Technicians Association 2011 — 2012
Chartered Market Technician
CFA Institute 2007 — 2009
Chartered Financial Analyst
Rice University - Jesse H. Jones Graduate School of Management 2006 — 2008
MBA, FINANCE
The Ohio State University 2000 — 2002
MS, Materials Science
Malaviya National Insitute of Technology Jaipur 1996 — 2000
BE, Metallurgical Engineering
Frank Hankins Frank Hankins's Merrill Lynch Experience 1994 - 2003
Job Owner at Biznich, Inc./ Pharmacy Bar
Industry Restaurants
Experience
Biznich, Inc./ Pharmacy Bar May 2014 - Present
Brookland's Finest Bar & Kitchen 2013 - Present
SOVA Espresso & Wine October 2006 - March 2013
Etrade Financial March 2003 - February 2006
Merrill Lynch 1994 - 2003
Skills
Social Media, Marketing Strategy, Event Planning, Event Management, Leadership, Marketing, Social Networking, Advertising, Facebook, Fundraising, Public Relations, Team Building, Strategic Planning
Education
Johnson & Wales University 1983 — 1987
Bachelor's degree, Hotel, Motel, and Restaurant Management
Biznich, Inc./ Pharmacy Bar May 2014 - Present
Brookland's Finest Bar & Kitchen 2013 - Present
SOVA Espresso & Wine October 2006 - March 2013
Etrade Financial March 2003 - February 2006
Merrill Lynch 1994 - 2003
Skills
Social Media, Marketing Strategy, Event Planning, Event Management, Leadership, Marketing, Social Networking, Advertising, Facebook, Fundraising, Public Relations, Team Building, Strategic Planning
Education
Johnson & Wales University 1983 — 1987
Bachelor's degree, Hotel, Motel, and Restaurant Management
Jim Broderick Jim Broderick's Merrill Lynch Experience May 2012 - July 2014
Job Lead a rapidly growing business unit offering investment consultation services to financial advisors.
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
Northwestern Mutual June 2014 - Present
Merrill Lynch May 2012 - July 2014
Business Owner/Consultant 2005 - 2010
Seneca Insurance Company 2001 - 2005
EIU Group 1997 - 2001
American International Group 1991 - 1997
Education
Loyola University of Chicago - Graduate School of Business
Finance
Purdue University
Bachelor of Science
Johnson and Wales University
Bachelor of Science
Northwestern Mutual April 2015 - Present
Northwestern Mutual June 2014 - Present
Merrill Lynch May 2012 - July 2014
Business Owner/Consultant 2005 - 2010
Seneca Insurance Company 2001 - 2005
EIU Group 1997 - 2001
American International Group 1991 - 1997
Education
Loyola University of Chicago - Graduate School of Business
Finance
Purdue University
Bachelor of Science
Johnson and Wales University
Bachelor of Science
Gregory L. Jackson Gregory L. Jackson's Merrill Lynch Experience May 1994 - November 1996
Job Director, National Sales Payment Solutions at Clearwater Payments
Industry Financial Services
Experience
Clearwater Payments February 2015 - Present
Govolution November 2012 - January 2015
Sage Software August 2010 - December 2011
First Data Corporation October 2006 - August 2010
Washington Mutual Bank December 2003 - September 2006
Guaranty Bank October 2002 - December 2003
Legg Mason November 1996 - October 2002
Merrill Lynch May 1994 - November 1996
OLDE Discount Stockbrokers August 1992 - May 1994
Skills
Cold Calling, Marketing, Debit Cards, Credit, Financial Services, Customer Service, Sales, Portfolio Management, Loans, Merchant Services, Payment Card Processing, E-commerce, Investments, Training, Management, Salesforce.com, Account Management, Direct Sales, CRM, B2B, Banking, Selling, Credit Cards, Business Development, Sales Management, New Business Development, Leadership, Sales Process, Strategic Planning, Negotiation, Finance, Electronic Payments, Small Business, Executive Management, Call Centers, Start-ups, Mortgage Lending, Strategy, Payment Gateways, Relationship Management, Payments, SaaS, Product Development, Mobile Payments, Lead Generation, Customer Retention, Strategic Partnerships, Sales Presentations, Payment Systems, Solution Selling
Education
University of Maryland University College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Johnson C. Smith University - JCSU 1988 — 1992
BS, Management/Banking & Finance
Clearwater Payments February 2015 - Present
Govolution November 2012 - January 2015
Sage Software August 2010 - December 2011
First Data Corporation October 2006 - August 2010
Washington Mutual Bank December 2003 - September 2006
Guaranty Bank October 2002 - December 2003
Legg Mason November 1996 - October 2002
Merrill Lynch May 1994 - November 1996
OLDE Discount Stockbrokers August 1992 - May 1994
Skills
Cold Calling, Marketing, Debit Cards, Credit, Financial Services, Customer Service, Sales, Portfolio Management, Loans, Merchant Services, Payment Card Processing, E-commerce, Investments, Training, Management, Salesforce.com, Account Management, Direct Sales, CRM, B2B, Banking, Selling, Credit Cards, Business Development, Sales Management, New Business Development, Leadership, Sales Process, Strategic Planning, Negotiation, Finance, Electronic Payments, Small Business, Executive Management, Call Centers, Start-ups, Mortgage Lending, Strategy, Payment Gateways, Relationship Management, Payments, SaaS, Product Development, Mobile Payments, Lead Generation, Customer Retention, Strategic Partnerships, Sales Presentations, Payment Systems, Solution Selling
Education
University of Maryland University College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Johnson C. Smith University - JCSU 1988 — 1992
BS, Management/Banking & Finance
Husan Abdul-Ghani Husan Abdul-Ghani's Merrill Lynch Experience Financial AdvisorMerrill LynchApril 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorMerrill LynchApril 2012 - Present
Morgan Stanley Wealth Management November 2010 - February 2011
Skills
Retirement Planning, Wealth Management, Holistic Financial..., Asset Managment, Investment Strategies, Bonds, Mutual Funds, Equities, Portfolio Management, Strategic Financial..., Asset Management, Investments, Series 63, Series 7, Asset Allocation, Fixed Annuities, Finance, Small Business, Management
Education
Johnson C. Smith University - JCSU 2003 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Highland Park 1999 — 2003
Merrill Lynch Financial AdvisorMerrill LynchApril 2012 - Present
Morgan Stanley Wealth Management November 2010 - February 2011
Skills
Retirement Planning, Wealth Management, Holistic Financial..., Asset Managment, Investment Strategies, Bonds, Mutual Funds, Equities, Portfolio Management, Strategic Financial..., Asset Management, Investments, Series 63, Series 7, Asset Allocation, Fixed Annuities, Finance, Small Business, Management
Education
Johnson C. Smith University - JCSU 2003 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Highland Park 1999 — 2003
David Couture David Couture's Merrill Lynch Experience October 2011 - December 2012
Job Analyst at Solebury Capital LLC
Industry Financial Services
Experience
Solebury Capital January 2013 - Present
Merrill Lynch October 2011 - December 2012
Johnson & Wales University 2008 - 2012
Solebury Capital Group 2008 - 2009
Skills
Analytical Skills, Analysis, Problem Solving, Strategic Financial..., Investment Advisory, Investment Strategies, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Statistics, Financial Analysis, Time Management, Finance, Investments, Data Analysis
Education
Johnson & Wales University 2008 — 2011
BA, Financial Services Management
Solebury School
Solebury Capital January 2013 - Present
Merrill Lynch October 2011 - December 2012
Johnson & Wales University 2008 - 2012
Solebury Capital Group 2008 - 2009
Skills
Analytical Skills, Analysis, Problem Solving, Strategic Financial..., Investment Advisory, Investment Strategies, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Statistics, Financial Analysis, Time Management, Finance, Investments, Data Analysis
Education
Johnson & Wales University 2008 — 2011
BA, Financial Services Management
Solebury School
Alicia Greci's Merrill Lynch Experience May 2013 - August 2013
Job Financial Analyst at Eaton
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation July 2014 - Present
Thomas Roulston Investment Partners, Inc. May 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Alicia Greci January 2011 - June 2013
Merrill Lynch February 2013 - May 2013
Skills
Leadership, Time Management, Teamwork, Work Ethic, Motivation, Determination, Organization, Sociability, Analytics, Finance, Microsoft Office, Public Speaking, Access
Education
John Carroll University 2010 — 2014
Bachelor of Science, Business Administration; Finance
Notre Dame Cathedral Latin High School 2006 — 2010
Eaton Corporation July 2014 - Present
Thomas Roulston Investment Partners, Inc. May 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Alicia Greci January 2011 - June 2013
Merrill Lynch February 2013 - May 2013
Skills
Leadership, Time Management, Teamwork, Work Ethic, Motivation, Determination, Organization, Sociability, Analytics, Finance, Microsoft Office, Public Speaking, Access
Education
John Carroll University 2010 — 2014
Bachelor of Science, Business Administration; Finance
Notre Dame Cathedral Latin High School 2006 — 2010
Abigail Phillips's Merrill Lynch Experience July 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
First Security State Bank May 2011 - August 2011
Skills
Data Entry, Deposits, Financial Analysis, Loans, Payments, Cash Flow, Commercial Banking, Retail Banking, Credit Analysis, Financial Risk, Cash Management
Education
Texas Tech University 2012 — 2016
Bachelor of Science (B.S.), Personal Financial Planning
John Cabot University 2015 — 2015
Managerial Accounting
Clifton High School 2008 — 2012
Merrill Lynch July 2014 - Present
First Security State Bank May 2011 - August 2011
Skills
Data Entry, Deposits, Financial Analysis, Loans, Payments, Cash Flow, Commercial Banking, Retail Banking, Credit Analysis, Financial Risk, Cash Management
Education
Texas Tech University 2012 — 2016
Bachelor of Science (B.S.), Personal Financial Planning
John Cabot University 2015 — 2015
Managerial Accounting
Clifton High School 2008 — 2012
Paul Cappello's Merrill Lynch Experience June 2008 - August 2008
Job Project Manager: Controls at Sasol
Industry Oil & Energy
Experience
Sasol November 2014 - Present
Sasol February 2013 - Present
Sasol September 2012 - January 2013
Nexant March 2012 - August 2012
Nexant June 2011 - March 2012
Nexant 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Gas-to-liquids, Energy, Petrochemicals, Business Strategy, Cleantech, Manufacturing, Emerging Technologies, Renewable Energy, Energy Efficiency, Chemical Engineering, Petroleum, Natural Gas, Sustainable Energy, Solar Energy, Process Engineering, Data Analysis, Due Diligence, Financial Modeling, Sustainability, New Business Development, Process economics, Contracting strategy, EPCM, Project Management
Education
Rice University - Jesse H. Jones Graduate School of Management
Master of Business Administration (MBA)
Yale University
B.S., Chemical Engineering
Sasol November 2014 - Present
Sasol February 2013 - Present
Sasol September 2012 - January 2013
Nexant March 2012 - August 2012
Nexant June 2011 - March 2012
Nexant 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Gas-to-liquids, Energy, Petrochemicals, Business Strategy, Cleantech, Manufacturing, Emerging Technologies, Renewable Energy, Energy Efficiency, Chemical Engineering, Petroleum, Natural Gas, Sustainable Energy, Solar Energy, Process Engineering, Data Analysis, Due Diligence, Financial Modeling, Sustainability, New Business Development, Process economics, Contracting strategy, EPCM, Project Management
Education
Rice University - Jesse H. Jones Graduate School of Management
Master of Business Administration (MBA)
Yale University
B.S., Chemical Engineering
Whitney Watkins Whitney Watkins's Merrill Lynch Experience June 2012 - August 2012
Job Finance Analyst at KeyBank
Industry Financial Services
Experience
KeyBank January 2015 - Present
KeyBank July 2013 - January 2015
Merrill Lynch June 2012 - August 2012
Roulston Research January 2012 - March 2012
The Waterstone Company May 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, Portfolio Management, PowerPoint, Morningstar, Microsoft Word, Valuation, Risk Management, Financial Modeling
Education
John Carroll University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Regents College, United Kingdom 2011 — 2011
KeyBank January 2015 - Present
KeyBank July 2013 - January 2015
Merrill Lynch June 2012 - August 2012
Roulston Research January 2012 - March 2012
The Waterstone Company May 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis, Portfolio Management, PowerPoint, Morningstar, Microsoft Word, Valuation, Risk Management, Financial Modeling
Education
John Carroll University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Regents College, United Kingdom 2011 — 2011
Marie Hallo-Domi Marie Hallo-Domi's Merrill Lynch Experience February 1990 - August 1992
Job
Industry Real Estate
Experience
Keller Williams Heritage Realty The focus of my business is as a Real Estate Consultant, providing expertise and exceptional service to clients with their real estate needs in the Central Florida/Orlando Metro area. I provide assistance to Sellers, Buyers or those who choose to Rent, whether they are Investors, Individuals who have purchased or sold before or are First-time Home Buyers or Sellers. My goal is to make the Selling or Buying Process as streamlined as possible. Having previously worked in the Financial Services area for over 20 years as a Stockbroker, then a Financial Planner, I approach each transaction from an Investment Perspective to maximize the proceeds from sales for my Sellers and minimize the costs to my Buyers. My Client base is extremely diversified, having worked with individuals from Many Walks of Life, Ethnic Backgrounds and Various Parts of the World.Financial AdvisorThe GuardianJuly 2004 - December 2006
American Express Financial Services September 1992 - June 2004
Merrill Lynch February 1990 - August 1992
J.W.Gant March 1987 - February 1990
Blinder Robinson January 1985 - February 1987
Skills
Sellers, Real Estate, Real Estate Transactions, International Buyers..., Relocation, Buyer Representation, Seller Representation, Listings, Investors, Investment Properties, Luxury, First Time Home Buyers, Residential Homes, New Home Sales, Single Family Homes, Townhomes, Condos, Rental Real Estate, Short Sales, Foreclosures, Vacation Homes, Vacant Land, Referrals
Education
John Carroll University 1973 — 1977
Bachelor of Science (BS), Psychology with minor in Business/Marketing
Hoban Dominican and Lumen Cordium High Schools 1969 — 1973
High School Diploma, College Prep, Highest Grade Point Average first 2 years; Graduated 5th in High School Class
Keller Williams Heritage Realty The focus of my business is as a Real Estate Consultant, providing expertise and exceptional service to clients with their real estate needs in the Central Florida/Orlando Metro area. I provide assistance to Sellers, Buyers or those who choose to Rent, whether they are Investors, Individuals who have purchased or sold before or are First-time Home Buyers or Sellers. My goal is to make the Selling or Buying Process as streamlined as possible. Having previously worked in the Financial Services area for over 20 years as a Stockbroker, then a Financial Planner, I approach each transaction from an Investment Perspective to maximize the proceeds from sales for my Sellers and minimize the costs to my Buyers. My Client base is extremely diversified, having worked with individuals from Many Walks of Life, Ethnic Backgrounds and Various Parts of the World.Financial AdvisorThe GuardianJuly 2004 - December 2006
American Express Financial Services September 1992 - June 2004
Merrill Lynch February 1990 - August 1992
J.W.Gant March 1987 - February 1990
Blinder Robinson January 1985 - February 1987
Skills
Sellers, Real Estate, Real Estate Transactions, International Buyers..., Relocation, Buyer Representation, Seller Representation, Listings, Investors, Investment Properties, Luxury, First Time Home Buyers, Residential Homes, New Home Sales, Single Family Homes, Townhomes, Condos, Rental Real Estate, Short Sales, Foreclosures, Vacation Homes, Vacant Land, Referrals
Education
John Carroll University 1973 — 1977
Bachelor of Science (BS), Psychology with minor in Business/Marketing
Hoban Dominican and Lumen Cordium High Schools 1969 — 1973
High School Diploma, College Prep, Highest Grade Point Average first 2 years; Graduated 5th in High School Class
Daniel Deng Daniel Deng's Merrill Lynch Experience March 2012 - September 2012
Job Investment Manager at Fosun Group
Industry Investment Management
Experience
Fosun Group October 2014 - Present
Light Beam Capital January 2013 - July 2014
Gaia Real Estate Investments September 2012 - January 2013
Merrill Lynch March 2012 - September 2012
Guangzhou Municipal Bureau of Public Security, Guangdong, China March 2006 - August 2010
Skills
Valuation, Equity Research, Bloomberg Terminal, Financial Modeling, Financial Analysis, DCF, Investments, Portfolio Management, Due Diligence
Education
Pace University - Lubin School of Business 2010 — 2012
Master, Financial Management
Jinan University 2001 — 2005
Bachelor of Science (BS), Law
Fosun Group October 2014 - Present
Light Beam Capital January 2013 - July 2014
Gaia Real Estate Investments September 2012 - January 2013
Merrill Lynch March 2012 - September 2012
Guangzhou Municipal Bureau of Public Security, Guangdong, China March 2006 - August 2010
Skills
Valuation, Equity Research, Bloomberg Terminal, Financial Modeling, Financial Analysis, DCF, Investments, Portfolio Management, Due Diligence
Education
Pace University - Lubin School of Business 2010 — 2012
Master, Financial Management
Jinan University 2001 — 2005
Bachelor of Science (BS), Law
Maria Davidson Maria Davidson's Merrill Lynch Experience June 2012 - August 2012
Job Associate at Paragon Advisors
Industry Higher Education
Experience
Paragon Advisors, LLC May 2013 - Present
Merrill Lynch June 2012 - August 2012
Education
John Carroll University 2009 — 2013
Bachelor of Science, Business Administration; Finance
Paragon Advisors, LLC May 2013 - Present
Merrill Lynch June 2012 - August 2012
Education
John Carroll University 2009 — 2013
Bachelor of Science, Business Administration; Finance
Guanhua Li Guanhua Li's Merrill Lynch Experience May 2013 - August 2013
Job Corp SMO FA at Procter & Gamble
Industry Financial Services
Experience
Procter & Gamble June 2015 - Present
Morgan Stanley September 2013 - December 2014
Merrill Lynch May 2013 - August 2013
CHINA CITIC BANK December 2011 - June 2012
Bank of Communications July 2011 - August 2011
Guosen Securities Co. LTD July 2009 - September 2009
Skills
English, Chinese, Investment Banking, Commercial Banking, Credit Reporting, Eviews, Regression Models, Derivatives, Financial Modeling, Data Analysis, Data Modeling, Microsoft Office, Risk Management
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, 3.936/4
Jilin University 2008 — 2012
Bachelor of Economics, Finance
Procter & Gamble June 2015 - Present
Morgan Stanley September 2013 - December 2014
Merrill Lynch May 2013 - August 2013
CHINA CITIC BANK December 2011 - June 2012
Bank of Communications July 2011 - August 2011
Guosen Securities Co. LTD July 2009 - September 2009
Skills
English, Chinese, Investment Banking, Commercial Banking, Credit Reporting, Eviews, Regression Models, Derivatives, Financial Modeling, Data Analysis, Data Modeling, Microsoft Office, Risk Management
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, 3.936/4
Jilin University 2008 — 2012
Bachelor of Economics, Finance
Samuel E. Katz Samuel E. Katz's Merrill Lynch Experience June 2013 - September 2013
Job Financial Planner / StandUp Comedian
Industry Financial Services
Experience
Broadridge May 2015 - Present
Katz Comedy May 2014 - Present
Walker Financial January 2015 - April 2015
GE Capital April 2014 - November 2014
Apollo Education Group December 2013 - March 2014
Merrill Lynch June 2013 - September 2013
Enterprise Rent-A-Car June 2012 - May 2013
Monster Energy June 2009 - May 2012
San Francisco Hillel Foundation September 2011 - April 2012
Heaven Island, LLC April 2011 - January 2012
Skills
Sales, Customer Service, Marketing, Event Planning, Investments, Social Media, Microsoft Excel, R, Strategic Planning, Marketing Strategy, PowerPoint, Forecasting, Fundraising, Microsoft Word, Data Analysis, Time Management, Advertising
Education
San Francisco State University 2008 — 2012
Bachelor of Science (B.S.), Finance & Decision Science
Johns Hopkins Bloomberg School of Public Health
Data Science
Broadridge May 2015 - Present
Katz Comedy May 2014 - Present
Walker Financial January 2015 - April 2015
GE Capital April 2014 - November 2014
Apollo Education Group December 2013 - March 2014
Merrill Lynch June 2013 - September 2013
Enterprise Rent-A-Car June 2012 - May 2013
Monster Energy June 2009 - May 2012
San Francisco Hillel Foundation September 2011 - April 2012
Heaven Island, LLC April 2011 - January 2012
Skills
Sales, Customer Service, Marketing, Event Planning, Investments, Social Media, Microsoft Excel, R, Strategic Planning, Marketing Strategy, PowerPoint, Forecasting, Fundraising, Microsoft Word, Data Analysis, Time Management, Advertising
Education
San Francisco State University 2008 — 2012
Bachelor of Science (B.S.), Finance & Decision Science
Johns Hopkins Bloomberg School of Public Health
Data Science
Brendon Tripodo Brendon Tripodo's Merrill Lynch Experience April 2011 - March 2012
Job Market Manager Key Private Bank
Industry Financial Services
Experience
Key Private Bank March 2012 - Present
Merrill Lynch April 2011 - March 2012
Fifth Third Bank, South Florida July 2008 - December 2010
SunTrust Bank, Naples FL 2006 - 2008
McDonald Investments 2004 - 2006
McDonald Investments 1999 - 2004
Key Bank 1995 - 1999
Bank One 1991 - 1995
Skills
Sales Management, Private Banking, Wealth Management, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Commercial Lending, Recruiting
Education
John Carroll University 1999 — 2002
MBA, Finance
The Ohio State University 1987 — 1991
BSBA, Finance
Key Private Bank March 2012 - Present
Merrill Lynch April 2011 - March 2012
Fifth Third Bank, South Florida July 2008 - December 2010
SunTrust Bank, Naples FL 2006 - 2008
McDonald Investments 2004 - 2006
McDonald Investments 1999 - 2004
Key Bank 1995 - 1999
Bank One 1991 - 1995
Skills
Sales Management, Private Banking, Wealth Management, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Commercial Lending, Recruiting
Education
John Carroll University 1999 — 2002
MBA, Finance
The Ohio State University 1987 — 1991
BSBA, Finance
Erika D'Alesio's Merrill Lynch Experience September 2010 - December 2010
Job Client Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Merrill Lynch September 2010 - December 2010
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Mutual Funds, Outlook, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning
Education
John Carroll University 2007 — 2011
Finance, General
Bank of America Merrill Lynch May 2011 - Present
Merrill Lynch September 2010 - December 2010
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Mutual Funds, Outlook, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning
Education
John Carroll University 2007 — 2011
Finance, General
Julia Diot's Merrill Lynch Experience May 2015 - May 2015
Job Aspiring Marketing or Advertising Professional & Tech Fanatic
Industry Marketing and Advertising
Experience
Max's Oyster Bar June 2015 - Present
Merrill Lynch May 2015 - May 2015
Ives International Film June 2014 - April 2015
Golf Club of Avon May 2014 - July 2014
Tumble Brook Country Club June 2013 - August 2013
The Ooh La La Boutique November 2011 - May 2012
Camp Shalom June 2010 - August 2010
Skills
Microsoft Word, Social Media, Microsoft Office, PowerPoint, Marketing, Customer Service, Microsoft Excel, Teamwork, Time Management, Sales, Management, Research, Google Adwords, Public Speaking, Leadership, Team Leadership, Financial Analysis, English, Market Research, Strategic Planning, Business Strategy, Facebook, Social Networking, Social Media Marketing, Twitter, Training, Fundraising, Communication, Marketing Strategy, Analytical Skills, Professional Writing, Technical Support, Mac OS X Server
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Arts (B.A.), Marketing, Senior
John Cabot University
Bachelor of Arts (B.A.), International Marketing
Max's Oyster Bar June 2015 - Present
Merrill Lynch May 2015 - May 2015
Ives International Film June 2014 - April 2015
Golf Club of Avon May 2014 - July 2014
Tumble Brook Country Club June 2013 - August 2013
The Ooh La La Boutique November 2011 - May 2012
Camp Shalom June 2010 - August 2010
Skills
Microsoft Word, Social Media, Microsoft Office, PowerPoint, Marketing, Customer Service, Microsoft Excel, Teamwork, Time Management, Sales, Management, Research, Google Adwords, Public Speaking, Leadership, Team Leadership, Financial Analysis, English, Market Research, Strategic Planning, Business Strategy, Facebook, Social Networking, Social Media Marketing, Twitter, Training, Fundraising, Communication, Marketing Strategy, Analytical Skills, Professional Writing, Technical Support, Mac OS X Server
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Arts (B.A.), Marketing, Senior
John Cabot University
Bachelor of Arts (B.A.), International Marketing
Terry O'Connor Terry O'Connor's Merrill Lynch Experience 1989 - 2001
Job Staffing Lead & Leadership Recruiting@Google
Industry Staffing and Recruiting
Experience
Google October 2012 - Present
Google April 2011 - September 2012
TAO Associates July 2009 - April 2011
Management Search September 2008 - July 2009
Inspiring Homes 2001 - 2008
Merrill Lynch 1989 - 2001
Skills
Sourcing, Negotiation, Coaching, Technical Recruiting, Talent Acquisition
Education
John Carroll University
BSBA, Finance, Spanish
Google October 2012 - Present
Google April 2011 - September 2012
TAO Associates July 2009 - April 2011
Management Search September 2008 - July 2009
Inspiring Homes 2001 - 2008
Merrill Lynch 1989 - 2001
Skills
Sourcing, Negotiation, Coaching, Technical Recruiting, Talent Acquisition
Education
John Carroll University
BSBA, Finance, Spanish
Christine Quesada Christine Quesada's Merrill Lynch Experience April 2011 - Present
Job Dividends Specialist at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2011 - Present
Sawgrass Marriott Golf, Resort and Spa October 2009 - April 2011
Sawgrass Marriott June 2008 - October 2009
Hilton Garden Inn-Warwick, R.I September 2006 - May 2008
Hampton Inn-Seekonk, Ma March 2006 - June 2007
Agawam Hunt Country Club-East Providence, R.I September 2004 - August 2006
Skills
PowerPoint, Word, Excel, Hotels, Hospitality Management, Team Building, Leadership, Recruiting, Employee Relations, Resorts, Social Media, Microsoft Office, Food, Front Office, Hiring, Hospitality Industry, Employee Training, Catering, Microsoft Excel
Education
Johnson & Wales University 2004 — 2008
BS, Hospitality Management
Johnson and Wales University 2004 — 2008
Associate, Science, Hotel Management
Merrill Lynch April 2011 - Present
Sawgrass Marriott Golf, Resort and Spa October 2009 - April 2011
Sawgrass Marriott June 2008 - October 2009
Hilton Garden Inn-Warwick, R.I September 2006 - May 2008
Hampton Inn-Seekonk, Ma March 2006 - June 2007
Agawam Hunt Country Club-East Providence, R.I September 2004 - August 2006
Skills
PowerPoint, Word, Excel, Hotels, Hospitality Management, Team Building, Leadership, Recruiting, Employee Relations, Resorts, Social Media, Microsoft Office, Food, Front Office, Hiring, Hospitality Industry, Employee Training, Catering, Microsoft Excel
Education
Johnson & Wales University 2004 — 2008
BS, Hospitality Management
Johnson and Wales University 2004 — 2008
Associate, Science, Hotel Management
Jennifer Castel's Merrill Lynch Experience 1994 - 2011
Job Senior Events/Sales Professional looking for full time employment
Industry Restaurants
Experience
Holiday Inn Hasbrouck Heights Meadowlands, NJ December 2014 - Present
PAREXEL November 2012 - November 2014
Villa Enterprises August 2011 - August 2012
Panera Bread 2009 - 2011
Merrill Lynch 1994 - 2011
Travel Forum 2008 - 2009
Citigroup August 2003 - August 2007
Innovex 2002 - 2003
KnowledgePoint360 Group 2001 - 2002
Skills
Detail Orientation, Professional Networking, Personalization, Meeting Planning, Budgets, Business Networking, Hospitality, Corporate Events, Event Planning, Event Management, Sales Presentations, Program Management, Vendor Management, Marketing, Trade Shows, Recruiting, Sales, Contract Negotiation, Catering, Marketing Communications, Hotels, Social Media Marketing, Customer Satisfaction, Leadership
Education
Johnson and Wales University 1983 — 1987
BS, Hospitality Management
Ridgefield Memorial
Holiday Inn Hasbrouck Heights Meadowlands, NJ December 2014 - Present
PAREXEL November 2012 - November 2014
Villa Enterprises August 2011 - August 2012
Panera Bread 2009 - 2011
Merrill Lynch 1994 - 2011
Travel Forum 2008 - 2009
Citigroup August 2003 - August 2007
Innovex 2002 - 2003
KnowledgePoint360 Group 2001 - 2002
Skills
Detail Orientation, Professional Networking, Personalization, Meeting Planning, Budgets, Business Networking, Hospitality, Corporate Events, Event Planning, Event Management, Sales Presentations, Program Management, Vendor Management, Marketing, Trade Shows, Recruiting, Sales, Contract Negotiation, Catering, Marketing Communications, Hotels, Social Media Marketing, Customer Satisfaction, Leadership
Education
Johnson and Wales University 1983 — 1987
BS, Hospitality Management
Ridgefield Memorial
Viswanath Devarakonda Viswanath Devarakonda's Merrill Lynch Experience December 2009 - July 2012
Job DW consultant/SME @Mufg
Industry Information Technology and Services
Experience
Bank of Tokyo-Mitsubishi UFJ November 2013 - Present
Citi August 2012 - November 2013
Merrill Lynch December 2009 - July 2012
Virgin Mobile September 2006 - December 2009
Walt Disney January 2006 - September 2006
Knight Ridder Digital October 2005 - January 2006
Electronic Arts March 2005 - October 2005
Skills
ETL, Data Warehousing, Informatica, Integration, Oracle SQL, Unix Shell Scripting, Data Analysis, SQL, Requirements Analysis, Business Intelligence, Business Analysis, Unix, SDLC, Data Modeling, Databases, Testing, Visio, Analytics, Oracle, PL/SQL, Agile Methodologies, Architecture, Business Objects, Requirements Gathering, Architectures
Education
McNeese State University 2002 — 2004
MS, Masters in Engineering
Jawaharlal Nehru Technological University
B.Tech
Bank of Tokyo-Mitsubishi UFJ November 2013 - Present
Citi August 2012 - November 2013
Merrill Lynch December 2009 - July 2012
Virgin Mobile September 2006 - December 2009
Walt Disney January 2006 - September 2006
Knight Ridder Digital October 2005 - January 2006
Electronic Arts March 2005 - October 2005
Skills
ETL, Data Warehousing, Informatica, Integration, Oracle SQL, Unix Shell Scripting, Data Analysis, SQL, Requirements Analysis, Business Intelligence, Business Analysis, Unix, SDLC, Data Modeling, Databases, Testing, Visio, Analytics, Oracle, PL/SQL, Agile Methodologies, Architecture, Business Objects, Requirements Gathering, Architectures
Education
McNeese State University 2002 — 2004
MS, Masters in Engineering
Jawaharlal Nehru Technological University
B.Tech
Enzo Miceli Enzo Miceli's Merrill Lynch Experience November 2011 - May 2012
Job Dispatcher at Wadhams Ent.
Industry Transportation/Trucking/Railroad
Experience
Wadhams Ent. May 2015 - Present
Con-way, Inc. August 2012 - May 2015
NOW Valet October 2011 - October 2014
Merrill Lynch November 2011 - May 2012
Relay For Life of John Carroll University September 2011 - May 2012
First Investors Corporation June 2010 - July 2010
Delta Sonic May 2009 - July 2010
UPS October 2007 - March 2008
United States Soccer Federation January 2006 - December 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Customer Service, Access, Public Speaking, Data Analysis, Research, Leadership, Logistics, Social Media
Education
John Carroll University 2010 — 2012
Bachelor of Science, Management
Monroe Community College 2007 — 2010
Associates Degree of Science in Business Administration, Business Administration
Wadhams Ent. May 2015 - Present
Con-way, Inc. August 2012 - May 2015
NOW Valet October 2011 - October 2014
Merrill Lynch November 2011 - May 2012
Relay For Life of John Carroll University September 2011 - May 2012
First Investors Corporation June 2010 - July 2010
Delta Sonic May 2009 - July 2010
UPS October 2007 - March 2008
United States Soccer Federation January 2006 - December 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Customer Service, Access, Public Speaking, Data Analysis, Research, Leadership, Logistics, Social Media
Education
John Carroll University 2010 — 2012
Bachelor of Science, Management
Monroe Community College 2007 — 2010
Associates Degree of Science in Business Administration, Business Administration
Karen Dudney, MBA. Mgmt Karen Dudney, MBA. Mgmt's Merrill Lynch Experience May 1996 - July 2000
Job Special Education Teacher
Industry Education Management
Experience
Clay County Schools August 2012 - Present
Florida Career College August 2010 - August 2012
Jones College February 2010 - August 2010
Citi October 2002 - February 2009
Obama for America 2008 - 2009
Citibank, N.A. May 2000 - September 2002
Merrill Lynch May 1996 - July 2000
Home Intensive Care March 1992 - September 1994
Skills
PeopleSoft, SharePoint, Staff Development, Leadership, Policy, Human Resources, Vendor Management, Classroom, Microsoft Excel, Public Speaking
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
University of Phoenix 2003 — 2006
Bachelors, Business Management
Johnson & Wales University 1994 — 1996
Associates, Culinary Arts
Clay County Schools August 2012 - Present
Florida Career College August 2010 - August 2012
Jones College February 2010 - August 2010
Citi October 2002 - February 2009
Obama for America 2008 - 2009
Citibank, N.A. May 2000 - September 2002
Merrill Lynch May 1996 - July 2000
Home Intensive Care March 1992 - September 1994
Skills
PeopleSoft, SharePoint, Staff Development, Leadership, Policy, Human Resources, Vendor Management, Classroom, Microsoft Excel, Public Speaking
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
University of Phoenix 2003 — 2006
Bachelors, Business Management
Johnson & Wales University 1994 — 1996
Associates, Culinary Arts
Robert Iverson Robert Iverson's Merrill Lynch Experience March 2005 - April 2006
Job CEO at BizMart Used Commercial Equipment Marketplace
Industry Business Supplies and Equipment
Experience
BizMart Used Commercial Equipment Marketplace February 2015 - Present
Austin Bizmart May 2010 - September 2015
USAA May 2006 - January 2010
Merrill Lynch March 2005 - April 2006
BlackRock June 2003 - March 2005
National Credit Union Administration June 1996 - June 2001
Skills
E-commerce, Commercial Equipment, Internet Sales &..., Customer Service, New Business Development, Business Strategy, Leadership, Team Building, Small Business, Lean Business Processes
Education
Jones Graduate School of Business, Rice University 2001 — 2003
Master of Business Administration (MBA)
University of Arizona 1992 — 1996
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
BizMart Used Commercial Equipment Marketplace February 2015 - Present
Austin Bizmart May 2010 - September 2015
USAA May 2006 - January 2010
Merrill Lynch March 2005 - April 2006
BlackRock June 2003 - March 2005
National Credit Union Administration June 1996 - June 2001
Skills
E-commerce, Commercial Equipment, Internet Sales &..., Customer Service, New Business Development, Business Strategy, Leadership, Team Building, Small Business, Lean Business Processes
Education
Jones Graduate School of Business, Rice University 2001 — 2003
Master of Business Administration (MBA)
University of Arizona 1992 — 1996
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Jason Vogel's Merrill Lynch Experience June 2010 - June 2011
Job CoHead & Senior Director Product Development
Industry Financial Services
Experience
Silver Management Group, Inc July 2006 - Present
EZ Life LLC August 2009 - November 2013
E*TRADE Financial May 2011 - September 2013
Fiserv April 2010 - October 2011
Merrill Lynch June 2010 - June 2011
JP Morgan October 2008 - April 2010
Bear Stearns April 2008 - October 2008
TD Ameritrade (T2) July 2006 - January 2008
Lockwood Financial September 2005 - July 2006
Ruby Digital, Inc August 2003 - September 2005
Skills
SDLC, Requirements Gathering, Financial Services, Visio, Business Analysis, Requirements Analysis, Software Documentation, Analysis, Business Requirements, Corporate Actions, Use Case Analysis, Portfolio Management, UML, Agile Methodologies, Databases, Enterprise Software, Software Development, Cost Basis Reporting, Quality Assurance..., Fixed Income Technology, Mark to Market, Investment Performance..., Fee-based advisor..., Portfolio model..., Model-based Rebalancing, Equities, Index Options, Options, Cross-functional Team..., Team Leadership, Project Management
Education
The University of Kansas 1994 — 1996
BS
Johnson County Community College 1991 — 1994
Silver Management Group, Inc July 2006 - Present
EZ Life LLC August 2009 - November 2013
E*TRADE Financial May 2011 - September 2013
Fiserv April 2010 - October 2011
Merrill Lynch June 2010 - June 2011
JP Morgan October 2008 - April 2010
Bear Stearns April 2008 - October 2008
TD Ameritrade (T2) July 2006 - January 2008
Lockwood Financial September 2005 - July 2006
Ruby Digital, Inc August 2003 - September 2005
Skills
SDLC, Requirements Gathering, Financial Services, Visio, Business Analysis, Requirements Analysis, Software Documentation, Analysis, Business Requirements, Corporate Actions, Use Case Analysis, Portfolio Management, UML, Agile Methodologies, Databases, Enterprise Software, Software Development, Cost Basis Reporting, Quality Assurance..., Fixed Income Technology, Mark to Market, Investment Performance..., Fee-based advisor..., Portfolio model..., Model-based Rebalancing, Equities, Index Options, Options, Cross-functional Team..., Team Leadership, Project Management
Education
The University of Kansas 1994 — 1996
BS
Johnson County Community College 1991 — 1994
Eddie Kang Eddie Kang's Merrill Lynch Experience June 2015 - Present
Job Technology Investment Banking Associate
Industry Investment Banking
Experience
Merrill Lynch June 2015 - Present
The University of Chicago Booth School of Business April 2013 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Krowdx August 2013 - January 2014
US Army June 2009 - August 2013
Skills
Financial Modeling, Investment Banking, Leadership, iOS, Mobile Technology, Software Development, Foreign Policy, SIGINT, Tactics, Analysis, Organizational..., International Relations, Program Management, Risk Management, Government Contracting, Strategy, Military Intelligence..., Economics, Military
Education
The University of Chicago Booth School of Business 2013 — 2015
Master's Degree, Finance, Strategic Management, Entrepreneurship
United States Military Academy at West Point 2004 — 2008
Bachelor's Degree, East Asian Studies
Jilin University 2006 — 2006
Semester Abroad, Chinese Studies
Merrill Lynch June 2015 - Present
The University of Chicago Booth School of Business April 2013 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Krowdx August 2013 - January 2014
US Army June 2009 - August 2013
Skills
Financial Modeling, Investment Banking, Leadership, iOS, Mobile Technology, Software Development, Foreign Policy, SIGINT, Tactics, Analysis, Organizational..., International Relations, Program Management, Risk Management, Government Contracting, Strategy, Military Intelligence..., Economics, Military
Education
The University of Chicago Booth School of Business 2013 — 2015
Master's Degree, Finance, Strategic Management, Entrepreneurship
United States Military Academy at West Point 2004 — 2008
Bachelor's Degree, East Asian Studies
Jilin University 2006 — 2006
Semester Abroad, Chinese Studies
Al Avazis Al Avazis's Merrill Lynch Experience January 1999 - January 2002
Job Sales Director at Charles Schwab
Industry Financial Services
Experience
Neuberger Berman November 2004 - January 2011
Dreyfus June 2003 - June 2004
HSBC June 2002 - June 2003
Merrill Lynch January 1999 - January 2002
Apple Food Brokerage, Inc January 1998 - January 1999
Arena Sport and Graphics, Inc January 1994 - January 1998
Education
Johnson and Wales University
A.A.S, Cum Laude Culinary Arts
Neuberger Berman November 2004 - January 2011
Dreyfus June 2003 - June 2004
HSBC June 2002 - June 2003
Merrill Lynch January 1999 - January 2002
Apple Food Brokerage, Inc January 1998 - January 1999
Arena Sport and Graphics, Inc January 1994 - January 1998
Education
Johnson and Wales University
A.A.S, Cum Laude Culinary Arts
Emma Warner Emma Warner's Merrill Lynch Experience November 2013 - Present
Job Administrative Assistant at Bank of America
Industry Banking
Experience
Merrill Lynch November 2013 - Present
Education
Johnson and Wales University 2007 — 2011
Bachelor of Science (B.S.), Marketing
Merrill Lynch November 2013 - Present
Education
Johnson and Wales University 2007 — 2011
Bachelor of Science (B.S.), Marketing
Jennifer Chess Jennifer Chess's Merrill Lynch Experience 1981 - 1991
Job Senior Wealth Planner at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management 2014 - Present
Cornerstone Wealth Management 1999 - 2013
CFP Program 2007 - 2010
Merrill Lynch 1981 - 1991
Skills
Microsoft Office, Portfolio Management, Equities, Financial Analysis, Fixed Income, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Investment Strategies, Estate Planning, Certified Financial..., Finance, Investment Advisory
Education
John Carroll University 1977 — 1981
Bachelor of Science, Finance
PNC Wealth Management 2014 - Present
Cornerstone Wealth Management 1999 - 2013
CFP Program 2007 - 2010
Merrill Lynch 1981 - 1991
Skills
Microsoft Office, Portfolio Management, Equities, Financial Analysis, Fixed Income, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Investment Strategies, Estate Planning, Certified Financial..., Finance, Investment Advisory
Education
John Carroll University 1977 — 1981
Bachelor of Science, Finance
Eddie Seibolt Eddie Seibolt's Merrill Lynch Experience March 2011 - February 2012
Job Business Development Manager Contract Manufacturing at Fannie May Confections Brands Inc.
Industry Consumer Goods
Experience
Fannie May Confections Brands Inc. July 2014 - Present
Fannie May Confections Brands Inc. June 2012 - July 2014
Merrill Lynch March 2011 - February 2012
Winston Products LLC May 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, PowerPoint, Social Media, Access, Outlook, Product Development, Sales, Leadership, Market Research, Marketing, Time Management, Forecasting, Customer Service, Microsoft Office, Management
Education
John Carroll Univeristy- Boler School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
John Carroll University 2007 — 2011
Bachelor of Science in Business Administration
Fannie May Confections Brands Inc. July 2014 - Present
Fannie May Confections Brands Inc. June 2012 - July 2014
Merrill Lynch March 2011 - February 2012
Winston Products LLC May 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Exchange, PowerPoint, Social Media, Access, Outlook, Product Development, Sales, Leadership, Market Research, Marketing, Time Management, Forecasting, Customer Service, Microsoft Office, Management
Education
John Carroll Univeristy- Boler School of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
John Carroll University 2007 — 2011
Bachelor of Science in Business Administration
Joyce Montague Joyce Montague's Merrill Lynch Experience November 1987 - September 2010
Job Program and Client Service Manager
Industry Financial Services
Experience
Workforce Opportunity Services WOS September 2013 - Present
Bankers Life and Casualty Company October 2012 - September 2013
United States Army Reserve January 1983 - May 2013
Merrill Lynch November 1987 - September 2010
Skills
Personnel Management, Human Resources, Dividends, Corporate Actions, Management, Accounting, Securities, Settlement, Military, Interviews, Recruiting, Talent Acquisition, Leadership, Payments, Process Improvement, Organizational Structure, Project Management, Budgets, Employee Training, Microsoft Excel, Outlook, Insurance, Training, Organizational..., Employee Relations, Employee Benefits
Education
Johnson and Wales University 1977 — 1981
BS, Accounting
Workforce Opportunity Services WOS September 2013 - Present
Bankers Life and Casualty Company October 2012 - September 2013
United States Army Reserve January 1983 - May 2013
Merrill Lynch November 1987 - September 2010
Skills
Personnel Management, Human Resources, Dividends, Corporate Actions, Management, Accounting, Securities, Settlement, Military, Interviews, Recruiting, Talent Acquisition, Leadership, Payments, Process Improvement, Organizational Structure, Project Management, Budgets, Employee Training, Microsoft Excel, Outlook, Insurance, Training, Organizational..., Employee Relations, Employee Benefits
Education
Johnson and Wales University 1977 — 1981
BS, Accounting
Lisa Gluck Lisa Gluck's Merrill Lynch Experience February 2007 - December 2008
Job Executive Assistant at Mutual Redevelopment Houses Inc.
Industry Real Estate
Experience
Mutual Redevelopment Houses Inc. April 2013 - Present
Shalimar Management Corp. July 2012 - November 2012
Panera Bread June 2011 - July 2012
Allegria Hotel February 2009 - March 2011
Merrill Lynch February 2007 - December 2008
Skills
Hotels, Food & Beverage, Catering, Restaurants, Micros, Hospitality Management, Hotel Management, Hospitality Industry, Hospitality, Corporate Events, Resorts, Revenue Analysis, Event Management, Event Planning, Culinary Skills, Menu Development, Banquets, Fine Dining, Pre-opening, Restaurant Management
Education
Suffolk County Community College 1986 — 1988
Associate Science, Business Administration
Johnson & Wales University 1982 — 1983
Associate Science, Culinary Arts
Mutual Redevelopment Houses Inc. April 2013 - Present
Shalimar Management Corp. July 2012 - November 2012
Panera Bread June 2011 - July 2012
Allegria Hotel February 2009 - March 2011
Merrill Lynch February 2007 - December 2008
Skills
Hotels, Food & Beverage, Catering, Restaurants, Micros, Hospitality Management, Hotel Management, Hospitality Industry, Hospitality, Corporate Events, Resorts, Revenue Analysis, Event Management, Event Planning, Culinary Skills, Menu Development, Banquets, Fine Dining, Pre-opening, Restaurant Management
Education
Suffolk County Community College 1986 — 1988
Associate Science, Business Administration
Johnson & Wales University 1982 — 1983
Associate Science, Culinary Arts
Joseph Toke Joseph Toke's Merrill Lynch Experience December 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Merrill Lynch November 2012 - November 2014
Central Jersey Calking & Waterproofing August 2012 - November 2012
Bloomberg LP May 2012 - July 2012
Skills
Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Management, Social Media, Sales, Public Speaking
Education
Johnson and Wales University 2009 — 2011
Bachelor of Science (BS), Financial Services Management
Merrill Lynch December 2014 - Present
Merrill Lynch November 2012 - November 2014
Central Jersey Calking & Waterproofing August 2012 - November 2012
Bloomberg LP May 2012 - July 2012
Skills
Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Management, Social Media, Sales, Public Speaking
Education
Johnson and Wales University 2009 — 2011
Bachelor of Science (BS), Financial Services Management
Alyson Austin, MBA Alyson Austin, MBA's Merrill Lynch Experience January 2007 - October 2008
Job Practice Manager at Maclendon Wealth Management
Industry Financial Services
Experience
Maclendon Wealth Management October 2011 - Present
Wells Fargo Advisors October 2008 - September 2011
Merrill Lynch January 2007 - October 2008
McDonald Investments November 2005 - January 2007
Merrill Lynch May 1999 - October 2005
Skills
Project Management, Maintaining Strong..., Risk Assessment, Portfolio Management, Account Management, Investment Strategies, Compliance, Wealth Management, Recruiting, RIA
Education
John Carroll University 2009 — 2011
MBA, Marketing
Pace University - Lubin School of Business 2000 — 2004
BBA, Business Economics & International Marketing
Maclendon Wealth Management October 2011 - Present
Wells Fargo Advisors October 2008 - September 2011
Merrill Lynch January 2007 - October 2008
McDonald Investments November 2005 - January 2007
Merrill Lynch May 1999 - October 2005
Skills
Project Management, Maintaining Strong..., Risk Assessment, Portfolio Management, Account Management, Investment Strategies, Compliance, Wealth Management, Recruiting, RIA
Education
John Carroll University 2009 — 2011
MBA, Marketing
Pace University - Lubin School of Business 2000 — 2004
BBA, Business Economics & International Marketing
Christine Haworth Christine Haworth's Merrill Lynch Experience May 1995 - July 1997
Job Retirement Investment Specialist
Industry Financial Services
Experience
Waddell & Reed Financial Services June 2008 - August 2010
ADP Retirement Plan Services July 2006 - June 2008
H&R Block Financial Advisors June 2004 - July 2006
American Century Investments August 1997 - October 2003
Merrill Lynch May 1995 - July 1997
Education
Johnson County Community College 1995 — 1997
Waddell & Reed Financial Services June 2008 - August 2010
ADP Retirement Plan Services July 2006 - June 2008
H&R Block Financial Advisors June 2004 - July 2006
American Century Investments August 1997 - October 2003
Merrill Lynch May 1995 - July 1997
Education
Johnson County Community College 1995 — 1997
Anca Loghin Anca Loghin's Merrill Lynch Experience 2004 - 2004
Job Financial Advisor at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips - Treasury July 2013 - Present
ExxonMobil May 2012 - August 2012
Cameron January 2012 - May 2012
J.P. Morgan January 2010 - April 2011
J.P. Morgan January 2007 - December 2009
Merrill Lynch 2004 - 2004
Skills
Romanian, French, Microsoft Office, Capital IQ, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance, Structured Finance, Capital Markets, Negotiation, Capital Structure, Accounting, Portfolio Management, Due Diligence, Mergers & Acquisitions, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2003 — 2006
Bachelor of Business Administration, Accounting and Finance
ConocoPhillips - Treasury July 2013 - Present
ExxonMobil May 2012 - August 2012
Cameron January 2012 - May 2012
J.P. Morgan January 2010 - April 2011
J.P. Morgan January 2007 - December 2009
Merrill Lynch 2004 - 2004
Skills
Romanian, French, Microsoft Office, Capital IQ, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance, Structured Finance, Capital Markets, Negotiation, Capital Structure, Accounting, Portfolio Management, Due Diligence, Mergers & Acquisitions, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2003 — 2006
Bachelor of Business Administration, Accounting and Finance
Ryan Ricart Ryan Ricart's Merrill Lynch Experience May 2008 - August 2008
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC June 2012 - Present
New York Life Insurance Company June 2010 - June 2012
Merrill Lynch May 2008 - August 2008
Education
John Carroll University 2006 — 2010
Finance, General
PNC June 2012 - Present
New York Life Insurance Company June 2010 - June 2012
Merrill Lynch May 2008 - August 2008
Education
John Carroll University 2006 — 2010
Finance, General
Nathan Stewart's Merrill Lynch Experience January 2010 - July 2011
Job Divisional Guidance Manager at Scottrade
Industry Financial Services
Experience
Scottrade Investment Management December 2013 - Present
E*TRADE Financial July 2012 - November 2013
KeyBank July 2011 - August 2012
Merrill Lynch January 2010 - July 2011
Fidelity Investments July 2006 - December 2009
Fidelity Investments September 2005 - July 2006
Education
Johnson State College 2001 — 2005
Bachelors, Business Management
Suffolk University - Sawyer Business School
Scottrade Investment Management December 2013 - Present
E*TRADE Financial July 2012 - November 2013
KeyBank July 2011 - August 2012
Merrill Lynch January 2010 - July 2011
Fidelity Investments July 2006 - December 2009
Fidelity Investments September 2005 - July 2006
Education
Johnson State College 2001 — 2005
Bachelors, Business Management
Suffolk University - Sawyer Business School
shashikanth verma's Merrill Lynch Experience January 2011 - July 2011
Job Sr. .NET Developer
Industry Broadcast Media
Experience
Comcast Cable June 2013 - Present
PPL Corporation August 2011 - May 2013
Arrow Electronics July 2012 - December 2012
Merrill Lynch January 2011 - July 2011
National Student Clearinghouse December 2009 - December 2010
Cisco Systems July 2008 - December 2009
Skills
ASP.NET, ADO.NET, C#, WinForms, jQuery, ASP.NET MVC, Entity Framework, LINQ, JavaScript, jQuery UI, VB.NET, Oracle PL/SQL..., Microsoft SQL Server, T-SQL Stored Procedures, WCF Services, Web Services, HTML, CSS, Agile Methodologies, Sitecore, SoapUI, Fiddler, T-SQL, Visual Studio, SOA, PL/SQL
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
MGIT
Bachelor of Technology (B.Tech.), Computer Science
Comcast Cable June 2013 - Present
PPL Corporation August 2011 - May 2013
Arrow Electronics July 2012 - December 2012
Merrill Lynch January 2011 - July 2011
National Student Clearinghouse December 2009 - December 2010
Cisco Systems July 2008 - December 2009
Skills
ASP.NET, ADO.NET, C#, WinForms, jQuery, ASP.NET MVC, Entity Framework, LINQ, JavaScript, jQuery UI, VB.NET, Oracle PL/SQL..., Microsoft SQL Server, T-SQL Stored Procedures, WCF Services, Web Services, HTML, CSS, Agile Methodologies, Sitecore, SoapUI, Fiddler, T-SQL, Visual Studio, SOA, PL/SQL
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
MGIT
Bachelor of Technology (B.Tech.), Computer Science
Omar Aziz's Merrill Lynch Experience August 2009 - December 2009
Job Finance Advisor Shell/Motiva
Industry Oil & Energy
Experience
Shell July 2015 - Present
Phillips 66 March 2014 - June 2015
Phillips 66 August 2012 - February 2014
Phillips 66 May 2012 - August 2012
ConocoPhillips January 2011 - April 2012
Mountain King Potatoes April 2009 - January 2010
Merrill Lynch August 2009 - December 2009
Skills
Natural Gas, Financial Modeling, Financial Analysis, Corporate Finance, Valuation
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Houston, C.T. Bauer College of Business 2006 — 2010
BBA, Finance, Accounting, Cum Laude
CFA Institute
Shell July 2015 - Present
Phillips 66 March 2014 - June 2015
Phillips 66 August 2012 - February 2014
Phillips 66 May 2012 - August 2012
ConocoPhillips January 2011 - April 2012
Mountain King Potatoes April 2009 - January 2010
Merrill Lynch August 2009 - December 2009
Skills
Natural Gas, Financial Modeling, Financial Analysis, Corporate Finance, Valuation
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Houston, C.T. Bauer College of Business 2006 — 2010
BBA, Finance, Accounting, Cum Laude
CFA Institute
Sam Roedger Sam Roedger's Merrill Lynch Experience August 2014 - August 2015
Job MBA Student at St. Mary's University
Industry Accounting
Experience
Merrill Lynch August 2014 - August 2015
Spotify September 2013 - May 2014
University of Wisconsin-Eau Claire Foundation, Inc. April 2013 - May 2014
Marketing and Management Department, University of Wisconsin-Eau Claire August 2012 - June 2013
University of Wisconsin-Eau Claire December 2010 - December 2012
Arby's Restaurant Group June 2008 - April 2012
University of Wisconsin-Eau Claire May 2011 - January 2012
Skills
Written Communication, Verbal Communication, Budgeting, Team Leadership, Team Management, Critical Thinking, Problem Solving, Motivation, Organization, Close Attention to..., Reliable, Strong Work Ethic, Creative, Fast Learner, Continuous Improvement, Quality Oriented, Professional..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe Acrobat, Skype, Web Applications, Troubleshooting, PowerPoint, Social Media, Public Speaking, Facebook, Time Management, Event Planning, Access, Budgets, Social Networking, Data Entry, Google Docs, Outlook, Auditing, Advertising, Communication
Education
University of Phayao 2015 — 2015
Certificate, International Business in the Asia Pacific Region
St. Mary’s University, Twickenham 2014 — 2015
Master of Business Administration (MBA), International Business
University of Wisconsin-Eau Claire 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and International Business
Jinan University 2012 — 2012
Bachelor of Business Administration (BBA), International Business
Merrill Lynch August 2014 - August 2015
Spotify September 2013 - May 2014
University of Wisconsin-Eau Claire Foundation, Inc. April 2013 - May 2014
Marketing and Management Department, University of Wisconsin-Eau Claire August 2012 - June 2013
University of Wisconsin-Eau Claire December 2010 - December 2012
Arby's Restaurant Group June 2008 - April 2012
University of Wisconsin-Eau Claire May 2011 - January 2012
Skills
Written Communication, Verbal Communication, Budgeting, Team Leadership, Team Management, Critical Thinking, Problem Solving, Motivation, Organization, Close Attention to..., Reliable, Strong Work Ethic, Creative, Fast Learner, Continuous Improvement, Quality Oriented, Professional..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe Acrobat, Skype, Web Applications, Troubleshooting, PowerPoint, Social Media, Public Speaking, Facebook, Time Management, Event Planning, Access, Budgets, Social Networking, Data Entry, Google Docs, Outlook, Auditing, Advertising, Communication
Education
University of Phayao 2015 — 2015
Certificate, International Business in the Asia Pacific Region
St. Mary’s University, Twickenham 2014 — 2015
Master of Business Administration (MBA), International Business
University of Wisconsin-Eau Claire 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and International Business
Jinan University 2012 — 2012
Bachelor of Business Administration (BBA), International Business
Courtney McHugh's Merrill Lynch Experience June 2015 - Present
Job Student at University of WisconsinMadison
Industry Retail
Experience
Merrill Lynch June 2015 - Present
Nordstrom June 2014 - August 2014
Skills
Retail, Merchandising, Time Management, Teamwork, Event Planning, Social Media
Education
University of Wisconsin-Madison 2012 — 2016
Retailing and Retail Operations, Senior
John Cabot University
Retailing and Retail Operations
Merrill Lynch June 2015 - Present
Nordstrom June 2014 - August 2014
Skills
Retail, Merchandising, Time Management, Teamwork, Event Planning, Social Media
Education
University of Wisconsin-Madison 2012 — 2016
Retailing and Retail Operations, Senior
John Cabot University
Retailing and Retail Operations
Dennis Sanders's Merrill Lynch Experience April 2015 - July 2015
Job Affiliate Broker at The Blake Real Estate Team
Industry Real Estate
Experience
The Blake Real Estate Team 2015 - Present
Junior Achievement of Middle Tennessee November 2013 - Present
Merrill Lynch April 2015 - July 2015
Northwestern Mutual March 2013 - January 2015
Lee Company October 2010 - March 2013
ADT Security Services February 2008 - October 2010
Graphic2Go January 2007 - February 2008
PLAYNOW LLC. 2007 - 2008
Shipping Solutions 2006 - 2007
Around the Big Block Inc. 2006 - 2007
Skills
New Business Development, Sales, Management, Public Speaking, Sales Process, B2B, Entrepreneurship, Email Marketing, Training, Negotiation, Selling, Leadership, Team Leadership, Customer Service, Recruiting, E-commerce, Direct Sales, Market Research, Team Building, Account Management, Time Management, Small Business, Sourcing, Sales Management, Sales Operations, Cold Calling, Security, Operations Management, Business Development, Customer Retention, Strategic Planning, Contract Negotiation, CRM, Long-term Customer..., Persistence, Budgets, Customer Satisfaction, Marketing, Sales Presentations, Start-ups, Consulting, Lead Generation, Team Management, Social Networking, Strategy, Networking, Solution Selling
Education
Johnson Bible College 2001 — 2004
Preaching / Youth Ministry
Beulah High School
The Blake Real Estate Team 2015 - Present
Junior Achievement of Middle Tennessee November 2013 - Present
Merrill Lynch April 2015 - July 2015
Northwestern Mutual March 2013 - January 2015
Lee Company October 2010 - March 2013
ADT Security Services February 2008 - October 2010
Graphic2Go January 2007 - February 2008
PLAYNOW LLC. 2007 - 2008
Shipping Solutions 2006 - 2007
Around the Big Block Inc. 2006 - 2007
Skills
New Business Development, Sales, Management, Public Speaking, Sales Process, B2B, Entrepreneurship, Email Marketing, Training, Negotiation, Selling, Leadership, Team Leadership, Customer Service, Recruiting, E-commerce, Direct Sales, Market Research, Team Building, Account Management, Time Management, Small Business, Sourcing, Sales Management, Sales Operations, Cold Calling, Security, Operations Management, Business Development, Customer Retention, Strategic Planning, Contract Negotiation, CRM, Long-term Customer..., Persistence, Budgets, Customer Satisfaction, Marketing, Sales Presentations, Start-ups, Consulting, Lead Generation, Team Management, Social Networking, Strategy, Networking, Solution Selling
Education
Johnson Bible College 2001 — 2004
Preaching / Youth Ministry
Beulah High School
Brian W. Kurtz Brian W. Kurtz's Merrill Lynch Experience November 1990 - January 1994
Job Director Branch Manager at Robert W. Baird & Co. ClevelandColumbusDayton
Industry Financial Services
Experience
Robert W. Baird & Co. July 2001 - Present
McDonald & Company Securities September 1996 - July 2001
Dean Witter Reynolds January 1994 - September 1996
Merrill Lynch November 1990 - January 1994
Skills
Finance, Alternative Investments, Wealth Management, Financial Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, FINRA, Contract Negotiation, Investment Advisory, Securities, Series 63, Sales Management, Financial Services, Account Management, Strategic Planning, Series 7, Asset Management, Portfolio Management, New Business Development, Negotiation, Equities, Strategic Financial..., Uniform Combined State..., Wealth Management..., Investment Management, Investment Banking, Financial Analysis
Education
John Carroll University 1989 — 1993
BSBA, Finance
John Carroll University 1989 — 1993
Finance, General
Robert W. Baird & Co. July 2001 - Present
McDonald & Company Securities September 1996 - July 2001
Dean Witter Reynolds January 1994 - September 1996
Merrill Lynch November 1990 - January 1994
Skills
Finance, Alternative Investments, Wealth Management, Financial Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, FINRA, Contract Negotiation, Investment Advisory, Securities, Series 63, Sales Management, Financial Services, Account Management, Strategic Planning, Series 7, Asset Management, Portfolio Management, New Business Development, Negotiation, Equities, Strategic Financial..., Uniform Combined State..., Wealth Management..., Investment Management, Investment Banking, Financial Analysis
Education
John Carroll University 1989 — 1993
BSBA, Finance
John Carroll University 1989 — 1993
Finance, General
Joey Zhao's Merrill Lynch Experience March 2009 - May 2009
Job Financial Representative at AIG
Industry Financial Services
Experience
AIG April 2015 - Present
Tianjin Morris Property Services LLC June 2009 - Present
Keller Williams Realty, Inc. April 2015 - August 2015
Merrill Lynch March 2009 - May 2009
Merrill Lynch January 2009 - March 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Financial Reporting, Accounting, PowerPoint, Data Analysis, Investments, Process Improvement, Economics, Statistics, Forecasting, Budgets, Corporate Finance, Portfolio Management, Financial Modeling, Project Management, Marketing, Negotiation, Property Management, Market Research, Real Estate, Life Insurance, Health Insurance
Education
Vanderbilt University 2007 — 2009
Master of Arts (M.A.), Economics, 3.57
Jilin University 2003 — 2007
Bachelor's degree, Economics, 3.70
AIG April 2015 - Present
Tianjin Morris Property Services LLC June 2009 - Present
Keller Williams Realty, Inc. April 2015 - August 2015
Merrill Lynch March 2009 - May 2009
Merrill Lynch January 2009 - March 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Financial Reporting, Accounting, PowerPoint, Data Analysis, Investments, Process Improvement, Economics, Statistics, Forecasting, Budgets, Corporate Finance, Portfolio Management, Financial Modeling, Project Management, Marketing, Negotiation, Property Management, Market Research, Real Estate, Life Insurance, Health Insurance
Education
Vanderbilt University 2007 — 2009
Master of Arts (M.A.), Economics, 3.57
Jilin University 2003 — 2007
Bachelor's degree, Economics, 3.70
Josué Léon, MBA's Merrill Lynch Experience July 2014 - April 2015
Job Agent with New York Life specializing in retirement, distribution planning, insurance protection, business planning
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Merrill Lynch July 2014 - April 2015
Northwestern Mutual October 2011 - July 2014
Palm Beach Atlantic University May 2009 - October 2011
Skills
Entrepreneurship, Business Development, Team Leadership, Leadership, Marketing, Customer Service, Risk Management, Financial Services, Multi-generational..., Charitable Giving, Relationship Building, Insurance, Retirement Planning, Investments, Public Speaking, Social Networking, Strategic Planning
Education
Palm Beach Atlantic University 2008 — 2011
Master of Business Administration (M.B.A.)
Johnson University 2003 — 2007
B.A.
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Merrill Lynch July 2014 - April 2015
Northwestern Mutual October 2011 - July 2014
Palm Beach Atlantic University May 2009 - October 2011
Skills
Entrepreneurship, Business Development, Team Leadership, Leadership, Marketing, Customer Service, Risk Management, Financial Services, Multi-generational..., Charitable Giving, Relationship Building, Insurance, Retirement Planning, Investments, Public Speaking, Social Networking, Strategic Planning
Education
Palm Beach Atlantic University 2008 — 2011
Master of Business Administration (M.B.A.)
Johnson University 2003 — 2007
B.A.
Andrew Merchant's Merrill Lynch Experience July 2011 - August 2013
Job Wealth Management/Trust Officer at Sunflower Bank Wealth Management & Retirement. Helping people create possibilities.
Industry Banking
Experience
Sunflower Bank Wealth Management September 2013 - Present
Merrill Lynch July 2011 - August 2013
Verizon Wireless 2000 - July 2011
Skills
Wealth Management..., Retirement Planning, Estate Planning, Employee Benefit Plans, IRAs, Personal Trust..., 401k Rollovers, Financial Analysis, Risk Management, Business Succession..., Investments, Insurance, Pensions, Social Security, CRM, Leadership, Management, Sales, Sales Process, Training, Finance, Mortgage Lending, Account Management, Direct Sales, Sales Presentations, 529 Plans, Business Analysis, Series 7, Non-profit Boards
Education
Baker University, MBA 2006 — 2008
MBA, Business/Marketing
University of Kansas 2002 — 2005
BS, Sociology/Communications
Johnson County Community College 2000 — 2002
Maize High School 1996 — 2000
Sunflower Bank Wealth Management September 2013 - Present
Merrill Lynch July 2011 - August 2013
Verizon Wireless 2000 - July 2011
Skills
Wealth Management..., Retirement Planning, Estate Planning, Employee Benefit Plans, IRAs, Personal Trust..., 401k Rollovers, Financial Analysis, Risk Management, Business Succession..., Investments, Insurance, Pensions, Social Security, CRM, Leadership, Management, Sales, Sales Process, Training, Finance, Mortgage Lending, Account Management, Direct Sales, Sales Presentations, 529 Plans, Business Analysis, Series 7, Non-profit Boards
Education
Baker University, MBA 2006 — 2008
MBA, Business/Marketing
University of Kansas 2002 — 2005
BS, Sociology/Communications
Johnson County Community College 2000 — 2002
Maize High School 1996 — 2000
Luke Kiensicki Luke Kiensicki's Merrill Lynch Experience August 2011 - May 2012
Job Banking Professional
Industry Banking
Experience
McGraw-Hill Federal Credit Union July 2014 - Present
The Bank of Princeton September 2013 - Present
The Bank of Princeton December 2012 - September 2013
Merrill Lynch August 2011 - May 2012
Skills
Banking, Customer Service, Microsoft Excel, Credit, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Teamwork, Financial Analysis
Education
Johnson and Wales University 2006 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Johnson and Wales University 2006 — 2008
Associate's degree, Accounting
McGraw-Hill Federal Credit Union July 2014 - Present
The Bank of Princeton September 2013 - Present
The Bank of Princeton December 2012 - September 2013
Merrill Lynch August 2011 - May 2012
Skills
Banking, Customer Service, Microsoft Excel, Credit, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Teamwork, Financial Analysis
Education
Johnson and Wales University 2006 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Johnson and Wales University 2006 — 2008
Associate's degree, Accounting
Todd Whaley Todd Whaley's Merrill Lynch Experience August 2005 - January 2007
Job Corporate Manager, Total Service at Caesars Entertainment Corporation
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation January 2013 - Present
Caesars Entertainment Corporation June 2011 - January 2013
Station Casinos February 2007 - May 2011
Merrill Lynch August 2005 - January 2007
Morgan Stanley August 2003 - August 2005
Bernstein Global Wealth Management August 1997 - August 2001
Skills
Employee and Customer..., Customer Relationship..., Casino & Hospitality..., Business Reporting, Loyalty Marketing, Database Analytics, Corporate Communications, Planning & Analysis, Investment Management
Education
Jones Graduate School of Business, Rice University 2001 — 2003
MBA, Finance, Investment Management
St. Lawrence University 1993 — 1997
BA, Economics
Caesars Entertainment Corporation January 2013 - Present
Caesars Entertainment Corporation June 2011 - January 2013
Station Casinos February 2007 - May 2011
Merrill Lynch August 2005 - January 2007
Morgan Stanley August 2003 - August 2005
Bernstein Global Wealth Management August 1997 - August 2001
Skills
Employee and Customer..., Customer Relationship..., Casino & Hospitality..., Business Reporting, Loyalty Marketing, Database Analytics, Corporate Communications, Planning & Analysis, Investment Management
Education
Jones Graduate School of Business, Rice University 2001 — 2003
MBA, Finance, Investment Management
St. Lawrence University 1993 — 1997
BA, Economics
Christopher Cua Christopher Cua's Merrill Lynch Experience June 2015 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch February 2015 - May 2015
Boston Sports Clubs May 2011 - August 2014
Villanova Men's Tennis August 2011 - May 2014
Skills
PowerPoint, Facebook, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Time Management, Leadership, Social Networking, Public Speaking, Spanish
Education
Villanova University - Villanova School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Major: Finance; Minor: Business Analytics
Wellesley High School 2007 — 2011
John Cabot University
International Economics, Global Business
Merrill Lynch June 2015 - Present
Merrill Lynch February 2015 - May 2015
Boston Sports Clubs May 2011 - August 2014
Villanova Men's Tennis August 2011 - May 2014
Skills
PowerPoint, Facebook, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Time Management, Leadership, Social Networking, Public Speaking, Spanish
Education
Villanova University - Villanova School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Major: Finance; Minor: Business Analytics
Wellesley High School 2007 — 2011
John Cabot University
International Economics, Global Business
Anthony Millimaci's Merrill Lynch Experience June 2015 - August 2015
Job Student at University of South CarolinaColumbia
Industry Investment Management
Experience
Merrill Lynch June 2015 - August 2015
International Scholar Laureate May 2015 - May 2015
VDI inc. May 2014 - August 2014
VDI inc. May 2013 - August 2013
VDI inc. June 2012 - August 2012
Susan G. Komen January 2011 - February 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Time Management, Event Planning, Facebook, Social Media Marketing, Social Networking, Marketing, Leadership, Research, Team Leadership, Communication, Fundraising
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing
John Cabot University 2014 — 2014
Study Abroad, Entrepreneurship, Finance and Marketing
Fayetteville Manlius High School 2008 — 2012
Advanced Regents Diploma
Merrill Lynch June 2015 - August 2015
International Scholar Laureate May 2015 - May 2015
VDI inc. May 2014 - August 2014
VDI inc. May 2013 - August 2013
VDI inc. June 2012 - August 2012
Susan G. Komen January 2011 - February 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Time Management, Event Planning, Facebook, Social Media Marketing, Social Networking, Marketing, Leadership, Research, Team Leadership, Communication, Fundraising
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing
John Cabot University 2014 — 2014
Study Abroad, Entrepreneurship, Finance and Marketing
Fayetteville Manlius High School 2008 — 2012
Advanced Regents Diploma
Adam D'Amore Adam D'Amore's Merrill Lynch Experience February 2013 - May 2013
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Thomas Roulston Investment Partners, Inc. October 2013 - April 2014
Merrill Lynch February 2013 - May 2013
Skills
Finacial Needs Analysis, Business, Succession Planning, charitable Giving, Stategies
Education
John Carroll University 2010 — 2014
Bachelor's of Science in Business Administration, Finance, General
North Olmsted High School 2006 — 2010
High School Diploma
AXA Advisors April 2015 - Present
Thomas Roulston Investment Partners, Inc. October 2013 - April 2014
Merrill Lynch February 2013 - May 2013
Skills
Finacial Needs Analysis, Business, Succession Planning, charitable Giving, Stategies
Education
John Carroll University 2010 — 2014
Bachelor's of Science in Business Administration, Finance, General
North Olmsted High School 2006 — 2010
High School Diploma
Curtis Constant ☁'s Merrill Lynch Experience September 2009 - June 2010
Job CRM Business Analyst at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon April 2014 - Present
Bluewolf February 2013 - March 2014
Boston Technologies Inc August 2011 - February 2013
Boston Technologies Inc June 2010 - August 2011
Merrill Lynch September 2009 - June 2010
Gloucester Engineering Co., Inc. June 2008 - September 2009
Morgan Stanley Smith Barney September 2007 - October 2008
Skills
Adobe Creative Suite, Microsoft Office, Salesforce.com, Social Media Marketing, Email Marketing, Constant Contact, Customer Relations, EchoSign, MetaTrader, Customer Service, SaaS, Project Management, Business Development, Social Media, Training, Start-ups, CRM, Marketing, Account Management, Management, Sales, B2B, Analysis, Strategic Planning
Education
Johnson & Wales University 2006 — 2010
Bachelor of Science, Marketing [Concentration: Desktop Publishing - Graphic Design]
Johnson & Wales University 2006 — 2008
Associate in Science, Management
BNY Mellon April 2014 - Present
Bluewolf February 2013 - March 2014
Boston Technologies Inc August 2011 - February 2013
Boston Technologies Inc June 2010 - August 2011
Merrill Lynch September 2009 - June 2010
Gloucester Engineering Co., Inc. June 2008 - September 2009
Morgan Stanley Smith Barney September 2007 - October 2008
Skills
Adobe Creative Suite, Microsoft Office, Salesforce.com, Social Media Marketing, Email Marketing, Constant Contact, Customer Relations, EchoSign, MetaTrader, Customer Service, SaaS, Project Management, Business Development, Social Media, Training, Start-ups, CRM, Marketing, Account Management, Management, Sales, B2B, Analysis, Strategic Planning
Education
Johnson & Wales University 2006 — 2010
Bachelor of Science, Marketing [Concentration: Desktop Publishing - Graphic Design]
Johnson & Wales University 2006 — 2008
Associate in Science, Management
Daniel W. Renz Daniel W. Renz's Merrill Lynch Experience December 2012 - December 2014
Job Executive Vice President | PR Brigade
Industry Financial Services
Experience
PR Brigade January 2015 - Present
Merrill Lynch December 2012 - December 2014
Merrill Lynch November 2011 - December 2012
Merrill Lynch August 2009 - November 2011
Merrill Lynch July 2007 - July 2009
Merrill Lynch December 2006 - June 2007
Merrill Lynch October 1999 - November 2006
Skills
Leadership, Management, Strategic Financial..., Wealth Management, Financial Services, High Net Worth..., Financial Advisory, Financial Planning, Asset Management, Retirement Planning, Finance, Asset Allocation
Education
John Carroll University 1993 — 1998
History
Saint Ignatius High School 1989 — 1993
Saint Monica 1981 — 1989
PR Brigade January 2015 - Present
Merrill Lynch December 2012 - December 2014
Merrill Lynch November 2011 - December 2012
Merrill Lynch August 2009 - November 2011
Merrill Lynch July 2007 - July 2009
Merrill Lynch December 2006 - June 2007
Merrill Lynch October 1999 - November 2006
Skills
Leadership, Management, Strategic Financial..., Wealth Management, Financial Services, High Net Worth..., Financial Advisory, Financial Planning, Asset Management, Retirement Planning, Finance, Asset Allocation
Education
John Carroll University 1993 — 1998
History
Saint Ignatius High School 1989 — 1993
Saint Monica 1981 — 1989
Ashley Woodard's Merrill Lynch Experience September 2009 - December 2009
Job Accounts Payable Clerk at IfaRotorion North America
Industry Automotive
Experience
Jem Restaurant July 2015 - Present
Ifa-Rotorion November 2013 - July 2015
Delfin Group USA August 2012 - November 2013
American Eagle Outfitters August 2009 - May 2013
HJB Construction through February 2011 - March 2011
Merrill Lynch September 2009 - December 2009
Total Solutions, Inc September 2006 - May 2009
United Way February 2009 - February 2009
Skills
Accounting, Outlook, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Customer Service, Social Media, Inventory Management, Mac, Process Scheduler, Public Speaking, Leadership, Financial Accounting, Auditing, Time Management, Accounts Payable, Sales, QuickBooks, Accounts Receivable, Data Entry, Budgets, Teamwork, Social Networking, Office Management, Small Business, Facebook, Invoicing, General Ledger, Customer Satisfaction, Management, Financial Analysis, Financial Reporting, Marketing, Analysis, Finance
Education
University of Alabama in Huntsville 2007 — 2009
BSBA; BSBA, Accounting; Finance; Corporate Finance and Assurance Financial Reporting in Accounting
John C Calhoun State Community College 2005 — 2007
Associate of Science (A.S.), Accounting
Jem Restaurant July 2015 - Present
Ifa-Rotorion November 2013 - July 2015
Delfin Group USA August 2012 - November 2013
American Eagle Outfitters August 2009 - May 2013
HJB Construction through February 2011 - March 2011
Merrill Lynch September 2009 - December 2009
Total Solutions, Inc September 2006 - May 2009
United Way February 2009 - February 2009
Skills
Accounting, Outlook, PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, Customer Service, Social Media, Inventory Management, Mac, Process Scheduler, Public Speaking, Leadership, Financial Accounting, Auditing, Time Management, Accounts Payable, Sales, QuickBooks, Accounts Receivable, Data Entry, Budgets, Teamwork, Social Networking, Office Management, Small Business, Facebook, Invoicing, General Ledger, Customer Satisfaction, Management, Financial Analysis, Financial Reporting, Marketing, Analysis, Finance
Education
University of Alabama in Huntsville 2007 — 2009
BSBA; BSBA, Accounting; Finance; Corporate Finance and Assurance Financial Reporting in Accounting
John C Calhoun State Community College 2005 — 2007
Associate of Science (A.S.), Accounting
Richard Carr Richard Carr's Merrill Lynch Experience June 2006 - February 2009
Job Regional Vice President at Zacks Investment Management (Southern California, Nevada & Hawaii)
Industry Investment Management
Experience
Zacks Investment Management August 2013 - Present
Deutsche Bank Asset Management (DWS Investments) October 2010 - June 2013
DWS Investments October 2010 - June 2013
Raymond James Financial Inc. June 2009 - October 2010
Merrill Lynch June 2006 - February 2009
Jaguar Land Rover February 2005 - June 2006
Skills
Strategic Territory..., Product Development, Power Distribution, Investments, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Strategic Planning, Asset Managment, Wealth Management, Financial Advisory, Investment Advisory, Banking, Series 63, Bonds, Series 7, Series 6, Portfolio Management, Fixed Income, Strategic Financial..., Investment Strategies, 401k, Alternative Investments, Finance, ETFs, Securities, Insurance, Equities, Structured Products, Retirement, FINRA, Hedge Funds, Financial Services, Separately Managed..., Fixed Annuities, Investment Management, Mortgage Lending, Relationship Management, Financial Markets, Capital Markets, Bloomberg, Credit, Trading, Options, Life Insurance, Investment Banking, Estate Planning, Wealth, Financial Analysis
Education
Deutsche Bank 2011 — 2013
External Wholesaler Training Program (RVP Training), External Sales
ETF Index Universe 2013 — 2013
ETF - Construction - Sales
Joliet Junior College 2002 — 2004
N/A, Marketing/Finance
Minooka 1999 — 2002
General Education, Marketing
Zacks Investment Management August 2013 - Present
Deutsche Bank Asset Management (DWS Investments) October 2010 - June 2013
DWS Investments October 2010 - June 2013
Raymond James Financial Inc. June 2009 - October 2010
Merrill Lynch June 2006 - February 2009
Jaguar Land Rover February 2005 - June 2006
Skills
Strategic Territory..., Product Development, Power Distribution, Investments, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Strategic Planning, Asset Managment, Wealth Management, Financial Advisory, Investment Advisory, Banking, Series 63, Bonds, Series 7, Series 6, Portfolio Management, Fixed Income, Strategic Financial..., Investment Strategies, 401k, Alternative Investments, Finance, ETFs, Securities, Insurance, Equities, Structured Products, Retirement, FINRA, Hedge Funds, Financial Services, Separately Managed..., Fixed Annuities, Investment Management, Mortgage Lending, Relationship Management, Financial Markets, Capital Markets, Bloomberg, Credit, Trading, Options, Life Insurance, Investment Banking, Estate Planning, Wealth, Financial Analysis
Education
Deutsche Bank 2011 — 2013
External Wholesaler Training Program (RVP Training), External Sales
ETF Index Universe 2013 — 2013
ETF - Construction - Sales
Joliet Junior College 2002 — 2004
N/A, Marketing/Finance
Minooka 1999 — 2002
General Education, Marketing
Zach Anderson Pettet's Merrill Lynch Experience July 2013 - October 2013
Job Zach of All Trades, blooom
Industry Financial Services
Experience
blooom inc. January 2015 - Present
#OneDayKC December 2014 - Present
Double Shot with a Big Shot December 2014 - Present
Regnier Institute for Entrepreneurship and Innovation October 2014 - Present
Bishop Miege Soccer September 2014 - Present
Tutorious Inc. April 2014 - April 2015
The Classic Cup April 2013 - January 2015
Fully April 2013 - December 2013
Merrill Lynch July 2013 - October 2013
Waterway Gas & Wash 2011 - 2013
Skills
Sales, Marketing, Teamwork, Entrepreneurship, Bilingual, Management, Public Speaking, Strategic Planning, Public Relations, Social Media, Fundraising, Social Media Marketing
Education
University of Missouri-Kansas City 2013 — 2015
Bachelor's degree, Entrepreneurship
Johnson County Community College 2010 — 2013
Business Administration and Management, General
blooom inc. January 2015 - Present
#OneDayKC December 2014 - Present
Double Shot with a Big Shot December 2014 - Present
Regnier Institute for Entrepreneurship and Innovation October 2014 - Present
Bishop Miege Soccer September 2014 - Present
Tutorious Inc. April 2014 - April 2015
The Classic Cup April 2013 - January 2015
Fully April 2013 - December 2013
Merrill Lynch July 2013 - October 2013
Waterway Gas & Wash 2011 - 2013
Skills
Sales, Marketing, Teamwork, Entrepreneurship, Bilingual, Management, Public Speaking, Strategic Planning, Public Relations, Social Media, Fundraising, Social Media Marketing
Education
University of Missouri-Kansas City 2013 — 2015
Bachelor's degree, Entrepreneurship
Johnson County Community College 2010 — 2013
Business Administration and Management, General
Juliana Park, CFP®'s Merrill Lynch Experience February 2006 - Present
Job Vice President, The Sterling Group, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2006 - Present
Morgan Stanley June 2002 - February 2006
Booz Allen Hamilton July 1998 - December 2000
Skills
Family Office, Wealth Management..., Holistic Financial..., Personal Financial..., Negotiation, Team Building, Teamwork, Motivational Speaking, Fundraising, Planned Giving, Investment Advisory, Outstanding..., Estate Planning, Intergenerational...
Education
Yale University 1997 — 1999
Master of Business Administration (MBA), Strategy & Marketing
John F. Kennedy University 2010 — 2014
MA in Integral Psychology
The Cooper Union for the Advancement of Science and Art 1989 — 1994
Bachelor's degree, Fine Arts
Yonsei University 1992 — 1993
Merrill Lynch February 2006 - Present
Morgan Stanley June 2002 - February 2006
Booz Allen Hamilton July 1998 - December 2000
Skills
Family Office, Wealth Management..., Holistic Financial..., Personal Financial..., Negotiation, Team Building, Teamwork, Motivational Speaking, Fundraising, Planned Giving, Investment Advisory, Outstanding..., Estate Planning, Intergenerational...
Education
Yale University 1997 — 1999
Master of Business Administration (MBA), Strategy & Marketing
John F. Kennedy University 2010 — 2014
MA in Integral Psychology
The Cooper Union for the Advancement of Science and Art 1989 — 1994
Bachelor's degree, Fine Arts
Yonsei University 1992 — 1993
Thomas J. Kennedy, MBA Thomas J. Kennedy, MBA's Merrill Lynch Experience June 2001 - January 2005
Job Senior Portfolio Manager at Inverness
Industry Investment Management
Experience
Inverness May 2007 - Present
KenREM, LLC March 2003 - December 2012
Merrill Lynch June 2001 - January 2005
Independent Asset Management, Inc. January 2000 - June 2001
Skills
Portfolio Management, Investment Management, Investments, Management, Finance, Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Estate Planning, Retirement, Equities, Series 7, Hedge Funds, Risk Management, Securities, Financial Advisory, Series 63, ETFs, Fixed Income, Bonds, Wealth Management..., Options, High Net Worth..., Private Equity, Valuation, Financial Services, Financial Analysis, Financial Modeling, Capital Markets, Trading
Education
John Carroll University 2013 — 2015
Master of Business Administration (MBA), Integrated Business Decisions
John Carroll University 1992 — 1996
BSBA, Finance
Inverness May 2007 - Present
KenREM, LLC March 2003 - December 2012
Merrill Lynch June 2001 - January 2005
Independent Asset Management, Inc. January 2000 - June 2001
Skills
Portfolio Management, Investment Management, Investments, Management, Finance, Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Estate Planning, Retirement, Equities, Series 7, Hedge Funds, Risk Management, Securities, Financial Advisory, Series 63, ETFs, Fixed Income, Bonds, Wealth Management..., Options, High Net Worth..., Private Equity, Valuation, Financial Services, Financial Analysis, Financial Modeling, Capital Markets, Trading
Education
John Carroll University 2013 — 2015
Master of Business Administration (MBA), Integrated Business Decisions
John Carroll University 1992 — 1996
BSBA, Finance
Tarun Adams's Merrill Lynch Experience May 2004 - May 2005
Job Enterprise Account Manager at UPS Supply Chain Solutions
Industry Marketing and Advertising
Experience
UPS Supply Chain Solutions February 2014 - Present
Humana July 2012 - February 2014
The Scooter Store February 2011 - June 2012
US Army January 2005 - April 2011
Merrill Lynch May 2004 - May 2005
Skills
Strategic Planning, Training, Sales, Sales Operations, Customer Service, Human Resources, Marketing, Analysis, Business Planning, Project Management, Event Planning, Team Building, Leadership, Account Management, Budgets, Change Management, Coaching, Direct Sales, Financial Analysis, Forecasting, Insurance, Management, Microsoft Office, New Business Development, Policy, Process Improvement
Education
University of Phoenix 2012 — 2014
MBA, Human Resource Mgmt
Jones Graduate School of Business, Rice University 2003 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Texas Southern University 2002 — 2005
MKTG, Business MKTG
UPS Supply Chain Solutions February 2014 - Present
Humana July 2012 - February 2014
The Scooter Store February 2011 - June 2012
US Army January 2005 - April 2011
Merrill Lynch May 2004 - May 2005
Skills
Strategic Planning, Training, Sales, Sales Operations, Customer Service, Human Resources, Marketing, Analysis, Business Planning, Project Management, Event Planning, Team Building, Leadership, Account Management, Budgets, Change Management, Coaching, Direct Sales, Financial Analysis, Forecasting, Insurance, Management, Microsoft Office, New Business Development, Policy, Process Improvement
Education
University of Phoenix 2012 — 2014
MBA, Human Resource Mgmt
Jones Graduate School of Business, Rice University 2003 — 2005
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Texas Southern University 2002 — 2005
MKTG, Business MKTG
Shaun Powell Shaun Powell's Merrill Lynch Experience December 2013 - Present
Job MLSN Statements and Tax Reporting at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Integrated Financial Services January 2011 - Present
Skills
Credit, Strategic Financial..., Credit Analysis, Credit Risk, Residential Mortgages, Mortgage Banking, Funding, Loan Origination, Loss Mitigation, Mortgage Underwriting, Credit Counseling, Insurance, Mortgage Servicing, Financial Planning, Debt Management, FHA, Customer Service, Coaching, Sales
Education
Jones College-Jacksonville
Business Administration
Merrill Lynch December 2013 - Present
Integrated Financial Services January 2011 - Present
Skills
Credit, Strategic Financial..., Credit Analysis, Credit Risk, Residential Mortgages, Mortgage Banking, Funding, Loan Origination, Loss Mitigation, Mortgage Underwriting, Credit Counseling, Insurance, Mortgage Servicing, Financial Planning, Debt Management, FHA, Customer Service, Coaching, Sales
Education
Jones College-Jacksonville
Business Administration
Christine Geissinger's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch August 2013 - August 2014
EXPRESS November 2010 - August 2013
The Club at Hillbrook May 2010 - June 2011
Skills
Customer Service, Teamwork, Inventory Management, Time Management, Sales, Visual Merchandising, Retail, Merchandising, Microsoft Excel, PowerPoint, Microsoft Word, Retail Sales, Microsoft Office, Social Media, Fashion, Cashiering, Data Entry, Outlook, Facebook
Education
John Carroll University 2010 — 2013
Bachelor's Degree, Finance, General
University of South Carolina-Columbia 2009 — 2010
Business
Merrill Lynch August 2014 - Present
Merrill Lynch August 2013 - August 2014
EXPRESS November 2010 - August 2013
The Club at Hillbrook May 2010 - June 2011
Skills
Customer Service, Teamwork, Inventory Management, Time Management, Sales, Visual Merchandising, Retail, Merchandising, Microsoft Excel, PowerPoint, Microsoft Word, Retail Sales, Microsoft Office, Social Media, Fashion, Cashiering, Data Entry, Outlook, Facebook
Education
John Carroll University 2010 — 2013
Bachelor's Degree, Finance, General
University of South Carolina-Columbia 2009 — 2010
Business
Nick Kleinhenz Nick Kleinhenz's Merrill Lynch Experience January 2007 - June 2007
Job VP, External Advisor Consultant at PIMCO
Industry Investment Management
Experience
PIMCO January 2015 - Present
PIMCO January 2011 - Present
Allianz Global Investors July 2007 - December 2010
Merrill Lynch January 2007 - June 2007
Skills
Mutual Funds, Series 7, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, Investment Management, Investment Strategies, Wealth Management, Series 6, Bonds
Education
John Carroll University 2002 — 2006
Bachelor of Arts (BA), Economics
PIMCO January 2015 - Present
PIMCO January 2011 - Present
Allianz Global Investors July 2007 - December 2010
Merrill Lynch January 2007 - June 2007
Skills
Mutual Funds, Series 7, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, Investment Management, Investment Strategies, Wealth Management, Series 6, Bonds
Education
John Carroll University 2002 — 2006
Bachelor of Arts (BA), Economics
Anthony Hubbard's Merrill Lynch Experience November 2003 - July 2005
Job Director at YouthBuild Providence
Industry Nonprofit Organization Management
Experience
YouthBuild Providence December 2005 - Present
Merrill Lynch November 2003 - July 2005
BankBoston 1996 - November 2003
Skills
Financial Planning, Business Management, Marketing Strategy, Grant Management, Strategic Financial..., Non-profit..., Management, Grants, Community Outreach, Event Planning, Urban Education, Youth Development, Leadership Development, Non-profits, Public Speaking, Fundraising, Strategic Planning, Volunteer Management, Public Relations, Budgets, Program Development, Program Management, Organizational..., Team Building, Staff Development, Teaching, Policy, Community Development, Workshop Facilitation, Portfolio Management, Curriculum Development, Public Policy, Research, Nonprofits, Project Management, Leadership, Higher Education, Recruiting, Event Management, Policy Analysis, Editing, Community Organizing, Government, Workforce Development, Program Evaluation, Philanthropy, Social Entrepreneurship, Adult Education, Proposal Writing, Curriculum Design
Education
Johnson and Wales University
YouthBuild Providence December 2005 - Present
Merrill Lynch November 2003 - July 2005
BankBoston 1996 - November 2003
Skills
Financial Planning, Business Management, Marketing Strategy, Grant Management, Strategic Financial..., Non-profit..., Management, Grants, Community Outreach, Event Planning, Urban Education, Youth Development, Leadership Development, Non-profits, Public Speaking, Fundraising, Strategic Planning, Volunteer Management, Public Relations, Budgets, Program Development, Program Management, Organizational..., Team Building, Staff Development, Teaching, Policy, Community Development, Workshop Facilitation, Portfolio Management, Curriculum Development, Public Policy, Research, Nonprofits, Project Management, Leadership, Higher Education, Recruiting, Event Management, Policy Analysis, Editing, Community Organizing, Government, Workforce Development, Program Evaluation, Philanthropy, Social Entrepreneurship, Adult Education, Proposal Writing, Curriculum Design
Education
Johnson and Wales University
Rob Richman Rob Richman's Merrill Lynch Experience March 2007 - August 2007
Job Business Analyst
Industry Higher Education
Experience
Peak Performance Centre of Excellence Ltd December 2010 - Present
Raymond James & Associates, Inc June 2008 - January 2010
Merrill Lynch March 2007 - August 2007
Education
John Carroll University 2010 — 2012
MBA
The Ohio State University 2004 — 2008
Bachelors, Finance
Peak Performance Centre of Excellence Ltd December 2010 - Present
Raymond James & Associates, Inc June 2008 - January 2010
Merrill Lynch March 2007 - August 2007
Education
John Carroll University 2010 — 2012
MBA
The Ohio State University 2004 — 2008
Bachelors, Finance
Garrie Lewis, CRPC® Garrie Lewis, CRPC®'s Merrill Lynch Experience Financial AdvisorWells Fargo Advisors, LLCJanuary 2009 - July 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorWells Fargo Advisors, LLCJanuary 2009 - July 2011
Merrill Lynch April 2007 - December 2008
BlackRock 2004 - 2007
Fidelity Investments 2002 - 2003
Education
New York University 2009 — 2010
Professional Certificate in Financial Planning
Johnson & Wales University 1998 — 2002
BGA
Merrill Lynch Financial AdvisorWells Fargo Advisors, LLCJanuary 2009 - July 2011
Merrill Lynch April 2007 - December 2008
BlackRock 2004 - 2007
Fidelity Investments 2002 - 2003
Education
New York University 2009 — 2010
Professional Certificate in Financial Planning
Johnson & Wales University 1998 — 2002
BGA
Sarah E. Stratton Sarah E. Stratton's Merrill Lynch Experience February 1981 - June 1992
Job Senior VicePresident Wealth Management ,CFP®, CIMA®, Stratton Financial Advisors at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS 1992 - Present
Village of Bratenahl, OH 1996 - 2010
Merrill Lynch February 1981 - June 1992
Education
John Carroll University 2005 — 2006
CFP®
University of California, Berkeley 2005 — 2005
CIMA®
Texas Tech University 1972 — 1976
Bachelor of Science
Chagrin Falls High School 1969 — 1972
diploma
UBS 1992 - Present
Village of Bratenahl, OH 1996 - 2010
Merrill Lynch February 1981 - June 1992
Education
John Carroll University 2005 — 2006
CFP®
University of California, Berkeley 2005 — 2005
CIMA®
Texas Tech University 1972 — 1976
Bachelor of Science
Chagrin Falls High School 1969 — 1972
diploma
Guilherme Ballin, MFIN's Merrill Lynch Experience January 2011 - May 2011
Job Trading Department Control Analyst at Petrobras
Industry Oil & Energy
Experience
Petrobras September 2014 - Present
Petrobras April 2014 - September 2014
Petrobras April 2012 - April 2014
Office Gemini January 2012 - April 2012
University of St. Thomas-Houston August 2010 - August 2011
Merrill Lynch January 2011 - May 2011
IBC Bank January 2009 - May 2010
University of St. Thomas-Houston June 2007 - November 2008
Skills
Microsoft Word, Investments, Financial Analysis, Data Analysis, Corporate Finance, PowerPoint, Access, Strategic Financial..., Forecasting, Market Research, Microsoft Excel, Financial Modeling, Microsoft Office, Risk Management, Team Leadership, Financial Reporting, Analysis, Spanish, Economics, Finance, Teamwork, QuickBooks, Accounting, Negotiation, Management, SAP, Customer Service, Leadership
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance, Concentration in Energy
University of St. Thomas (TX) 2006 — 2011
BBA, Finance
Petrobras September 2014 - Present
Petrobras April 2014 - September 2014
Petrobras April 2012 - April 2014
Office Gemini January 2012 - April 2012
University of St. Thomas-Houston August 2010 - August 2011
Merrill Lynch January 2011 - May 2011
IBC Bank January 2009 - May 2010
University of St. Thomas-Houston June 2007 - November 2008
Skills
Microsoft Word, Investments, Financial Analysis, Data Analysis, Corporate Finance, PowerPoint, Access, Strategic Financial..., Forecasting, Market Research, Microsoft Excel, Financial Modeling, Microsoft Office, Risk Management, Team Leadership, Financial Reporting, Analysis, Spanish, Economics, Finance, Teamwork, QuickBooks, Accounting, Negotiation, Management, SAP, Customer Service, Leadership
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance, Concentration in Energy
University of St. Thomas (TX) 2006 — 2011
BBA, Finance
David Stuyck's Merrill Lynch Experience December 2001 - May 2005
Job Vice President at Tanglewood Legacy Advisors
Industry Financial Services
Experience
Tanglewood Legacy Advisors, LLC February 2011 - Present
Bainbridge Financial Services May 2005 - February 2011
Merrill Lynch December 2001 - May 2005
Network International October 1999 - December 2001
Weatherford August 1997 - October 1999
Invesco September 1993 - August 1995
Skills
Retirement Planning, Wealth Management, Asset Management, Investments, Strategic Financial..., Series 7, Fixed Income, Banking, Estate Planning, Research, Equities, Capital Markets
Education
Rice University - Jesse H. Jones Graduate School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1989 — 1993
Bachelor of Arts (B.A.), Economics
Tanglewood Legacy Advisors, LLC February 2011 - Present
Bainbridge Financial Services May 2005 - February 2011
Merrill Lynch December 2001 - May 2005
Network International October 1999 - December 2001
Weatherford August 1997 - October 1999
Invesco September 1993 - August 1995
Skills
Retirement Planning, Wealth Management, Asset Management, Investments, Strategic Financial..., Series 7, Fixed Income, Banking, Estate Planning, Research, Equities, Capital Markets
Education
Rice University - Jesse H. Jones Graduate School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1989 — 1993
Bachelor of Arts (B.A.), Economics
Chip Ranaletta's Merrill Lynch Experience June 2010 - February 2011
Job Director, Business Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
TIAA-CREF February 2011 - March 2012
Merrill Lynch June 2010 - February 2011
Bank of America July 2007 - June 2010
Bank of America April 2006 - July 2007
General Electric February 2003 - April 2006
General Electric February 2001 - February 2003
General Electric January 1999 - February 2001
CSX Transportation June 1998 - December 1998
Skills
Business Development, Analysis, Leadership, Process Improvement, Six Sigma, Business Process, Banking, Change Management, Operational Excellence, Program Management, Business Process..., Project Portfolio..., Portfolio Management, Vendor Management, Process Engineering, Cross-functional Team...
Education
John Carroll University 1994 — 1998
BSBA, Logistics
TIAA-CREF March 2012 - Present
TIAA-CREF February 2011 - March 2012
Merrill Lynch June 2010 - February 2011
Bank of America July 2007 - June 2010
Bank of America April 2006 - July 2007
General Electric February 2003 - April 2006
General Electric February 2001 - February 2003
General Electric January 1999 - February 2001
CSX Transportation June 1998 - December 1998
Skills
Business Development, Analysis, Leadership, Process Improvement, Six Sigma, Business Process, Banking, Change Management, Operational Excellence, Program Management, Business Process..., Project Portfolio..., Portfolio Management, Vendor Management, Process Engineering, Cross-functional Team...
Education
John Carroll University 1994 — 1998
BSBA, Logistics
Mallesh Singathi's Merrill Lynch Experience October 2013 - Present
Job VP, Tech Manager at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch October 2013 - Present
Bank of America January 2009 - September 2013
Fidelity Information Services (Working through Divine Systems Inc) January 2006 - January 2009
Franklin Templeton Investments January 2005 - January 2006
Skills
SDLC, SOA, Oracle, Software Project..., Java Enterprise Edition, Unix, Agile Methodologies
Education
Jawaharlal Nehru Technological University 1992 — 1995
Masters, Computer Applications
Kakatiya University 1989 — 1992
Bachelors, Electronics
Merrill Lynch October 2013 - Present
Bank of America January 2009 - September 2013
Fidelity Information Services (Working through Divine Systems Inc) January 2006 - January 2009
Franklin Templeton Investments January 2005 - January 2006
Skills
SDLC, SOA, Oracle, Software Project..., Java Enterprise Edition, Unix, Agile Methodologies
Education
Jawaharlal Nehru Technological University 1992 — 1995
Masters, Computer Applications
Kakatiya University 1989 — 1992
Bachelors, Electronics
Sanuj Ravindran's Merrill Lynch Experience June 2002 - August 2002
Job Experienced biopharmaceutical leader, investor and corporate development professional
Industry Biotechnology
Experience
The Medicines Company April 2015 - Present
The Medicines Company July 2012 - March 2015
Asian Healthcare Fund February 2010 - July 2012
Radius Ventures February 2007 - January 2010
Burrill & Company June 2003 - February 2007
Merrill Lynch June 2002 - August 2002
Skills
Venture Capital, Private Equity, Biotechnology, Medical Devices, Pharmaceuticals, Investments, Investment Banking, Fundraising, Fund Formation, India, Global Business..., Biopharmaceuticals, Business Development, Corporate Development, Entrepreneurship, Healthcare, Lifesciences, Mergers, Life Sciences, Pharmaceutical Industry
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Entrepreneurship and Biotechnology Mgmt
Jefferson Medical College of Thomas Jefferson University
MD
Northwestern University
B.A.
The Medicines Company April 2015 - Present
The Medicines Company July 2012 - March 2015
Asian Healthcare Fund February 2010 - July 2012
Radius Ventures February 2007 - January 2010
Burrill & Company June 2003 - February 2007
Merrill Lynch June 2002 - August 2002
Skills
Venture Capital, Private Equity, Biotechnology, Medical Devices, Pharmaceuticals, Investments, Investment Banking, Fundraising, Fund Formation, India, Global Business..., Biopharmaceuticals, Business Development, Corporate Development, Entrepreneurship, Healthcare, Lifesciences, Mergers, Life Sciences, Pharmaceutical Industry
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Entrepreneurship and Biotechnology Mgmt
Jefferson Medical College of Thomas Jefferson University
MD
Northwestern University
B.A.
Kara Cobey's Merrill Lynch Experience December 1996 - July 2000
Job Sr Prof Rep at Merck
Industry Pharmaceuticals
Experience
Merck January 2001 - Present
Merrill Lynch December 1996 - July 2000
Education
John Carroll University 1991 — 1995
Merck January 2001 - Present
Merrill Lynch December 1996 - July 2000
Education
John Carroll University 1991 — 1995
Deepak Jain PMP's Merrill Lynch Experience March 2005 - December 2005
Job Order to Cash Lead Business Analyst at Ansell Healthcare
Industry Information Technology and Services
Experience
Ansell Healthcare May 2012 - Present
Keithley Instruments August 2010 - May 2012
Maritz May 2008 - August 2010
Nestle Purina May 2006 - May 2008
Sprint-Velocita December 2005 - January 2006
Merrill Lynch March 2005 - December 2005
Satyam Computer Service Ltd. July 2003 - June 2005
Nucleus Software Exports Limited 2001 - 2003
Nucleus Software Exports Limited 2001 - 2003
Neptune Information Solutions Ltd January 1999 - May 2001
Skills
Oracle E-Business Suite, PL/SQL, Oracle Financial, Order to Cash, Oracle, Data Warehousing, Oracle HR, OBIEE, Requirements Analysis, ERP, Business Intelligence, Oracle Applications, Software Project..., SDLC, Oracle Discoverer, Business Process, Software Documentation, Integration, Solution Architecture, Oracle Reports, Testing
Education
Jiwaji University 1996 — 1999
MCA, (Master of Computer Applications)
Jiwaji University 1992 — 1995
BSC, (Bachelor of Since)
Ansell Healthcare May 2012 - Present
Keithley Instruments August 2010 - May 2012
Maritz May 2008 - August 2010
Nestle Purina May 2006 - May 2008
Sprint-Velocita December 2005 - January 2006
Merrill Lynch March 2005 - December 2005
Satyam Computer Service Ltd. July 2003 - June 2005
Nucleus Software Exports Limited 2001 - 2003
Nucleus Software Exports Limited 2001 - 2003
Neptune Information Solutions Ltd January 1999 - May 2001
Skills
Oracle E-Business Suite, PL/SQL, Oracle Financial, Order to Cash, Oracle, Data Warehousing, Oracle HR, OBIEE, Requirements Analysis, ERP, Business Intelligence, Oracle Applications, Software Project..., SDLC, Oracle Discoverer, Business Process, Software Documentation, Integration, Solution Architecture, Oracle Reports, Testing
Education
Jiwaji University 1996 — 1999
MCA, (Master of Computer Applications)
Jiwaji University 1992 — 1995
BSC, (Bachelor of Since)
Tim Goulet's Merrill Lynch Experience December 2007 - April 2009
Job Inside Sales Claflin Medical Equipment
Industry Medical Devices
Experience
Claflin Medical Equipment December 2012 - Present
Merrill Lynch December 2007 - April 2009
Skills
Microsoft Excel, Process Improvement, Microsoft Office, Sales, Account Management, Contract Negotiation, Customer Service, Healthcare, Sales Management, Sales Operations, Team Building, Strategic Planning, Leadership, Cold Calling, Sales Process
Education
Johnson and Wales University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Claflin Medical Equipment December 2012 - Present
Merrill Lynch December 2007 - April 2009
Skills
Microsoft Excel, Process Improvement, Microsoft Office, Sales, Account Management, Contract Negotiation, Customer Service, Healthcare, Sales Management, Sales Operations, Team Building, Strategic Planning, Leadership, Cold Calling, Sales Process
Education
Johnson and Wales University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Jessica Rackus's Merrill Lynch Experience January 2006 - August 2013
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - August 2013
Skills
Wealth Management, Investments, Asset Allocation
Education
John Carroll University 2006 — 2008
Master of Business Administration (M.B.A.)
Washington and Jefferson College
Merrill Lynch January 2006 - August 2013
Skills
Wealth Management, Investments, Asset Allocation
Education
John Carroll University 2006 — 2008
Master of Business Administration (M.B.A.)
Washington and Jefferson College
Neeraj Jain (PMP)'s Merrill Lynch Experience June 2000 - December 2002
Job VP at Tradeweb
Industry Banking
Experience
Tradeweb June 2008 - Present
Rabobank 2006 - 2008
Medco Health Solutions 2006 - 2007
Bristol-Myers Squibb 2003 - 2006
Merrill Lynch June 2000 - December 2002
Wipro Technologies 1996 - 2000
Skills
Visual Studio, ASP.NET, ASP.NET MVC, ASP.NET AJAX, VB.NET, C# 4.0, Microsoft SQL Server, jQuery, OOD, HTML 5, UML, Entity Framework, Agile Methodologies, Waterfall, Infragistics, Intersoft, Project Management, PMP, AJAX, CSS Javascript, Web Services, WCF, SOA, Razor, Information Security, Security, Object Oriented Design, C#, XSLT
Education
Jiwaji University 1990 — 1994
1994, Electrical and Electronics Engineering
Jiwaji University
Tradeweb June 2008 - Present
Rabobank 2006 - 2008
Medco Health Solutions 2006 - 2007
Bristol-Myers Squibb 2003 - 2006
Merrill Lynch June 2000 - December 2002
Wipro Technologies 1996 - 2000
Skills
Visual Studio, ASP.NET, ASP.NET MVC, ASP.NET AJAX, VB.NET, C# 4.0, Microsoft SQL Server, jQuery, OOD, HTML 5, UML, Entity Framework, Agile Methodologies, Waterfall, Infragistics, Intersoft, Project Management, PMP, AJAX, CSS Javascript, Web Services, WCF, SOA, Razor, Information Security, Security, Object Oriented Design, C#, XSLT
Education
Jiwaji University 1990 — 1994
1994, Electrical and Electronics Engineering
Jiwaji University
Carly Fleming's Merrill Lynch Experience June 2009 - August 2010
Job General Manager at Holiday Inn Express
Industry Hospitality
Experience
Newport Hotel Group April 2015 - Present
Newport Hotel Group April 2013 - Present
Newport Beach Hotel and Suites June 2012 - April 2013
The Ocean House March 2011 - August 2012
Merrill Lynch June 2009 - August 2010
Mohegan Sun November 2008 - February 2009
ProSports Physical Therapy May 2007 - September 2007
Skills
Management, Hotels, Customer Service, Food, Hospitality, Hospitality Management, Banquets, Event Management, Event Planning, Food, Hospitality Industry, Hotel Management, Microsoft Office, Project Management, Resorts, Project Portfolio..., Restaurants
Education
Johnson and Wales University 2007 — 2011
Bachelor of Science, International Hotel Management
Newport Hotel Group April 2015 - Present
Newport Hotel Group April 2013 - Present
Newport Beach Hotel and Suites June 2012 - April 2013
The Ocean House March 2011 - August 2012
Merrill Lynch June 2009 - August 2010
Mohegan Sun November 2008 - February 2009
ProSports Physical Therapy May 2007 - September 2007
Skills
Management, Hotels, Customer Service, Food, Hospitality, Hospitality Management, Banquets, Event Management, Event Planning, Food, Hospitality Industry, Hotel Management, Microsoft Office, Project Management, Resorts, Project Portfolio..., Restaurants
Education
Johnson and Wales University 2007 — 2011
Bachelor of Science, International Hotel Management
Jonathan McAdams, CFA's Merrill Lynch Experience June 1994 - April 1995
Job Private Investor
Industry Investment Management
Experience
Mission Capital Management, LLC June 2008 - August 2014
Alloy Capital Management, LLC June 2008 - November 2011
Jetstream Capital June 2003 - January 2008
AIM Investments June 2000 - May 2003
JPMorgan Chase October 1996 - August 1999
JPMorgan Chase May 1995 - October 1996
Merrill Lynch June 1994 - April 1995
Skills
Alternative Investments, Equity Research, Asset Managment, Valuation, Equities, Hedge Funds, Asset Allocation, Financial Modeling, Bloomberg, Portfolio Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Private Equity, Financial Analysis, Derivatives, Finance, Investment Advisory, Financial Services, Wealth Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
MBA, Investments, 3.9 GPA
Texas A&M University 1990 — 1994
BBA, Finance
Mission Capital Management, LLC June 2008 - August 2014
Alloy Capital Management, LLC June 2008 - November 2011
Jetstream Capital June 2003 - January 2008
AIM Investments June 2000 - May 2003
JPMorgan Chase October 1996 - August 1999
JPMorgan Chase May 1995 - October 1996
Merrill Lynch June 1994 - April 1995
Skills
Alternative Investments, Equity Research, Asset Managment, Valuation, Equities, Hedge Funds, Asset Allocation, Financial Modeling, Bloomberg, Portfolio Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Private Equity, Financial Analysis, Derivatives, Finance, Investment Advisory, Financial Services, Wealth Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
MBA, Investments, 3.9 GPA
Texas A&M University 1990 — 1994
BBA, Finance
Tavoria Wilson-Morton's Merrill Lynch Experience September 2007 - November 2009
Job Law Clerk at John F. Kennedy University
Industry Financial Services
Experience
John F. Kennedy University, Elder Law Clinic January 2008 - Present
Merrill Lynch September 2007 - November 2009
Gordon & Rees LLP June 2002 - May 2007
The Honorable Martin J. Jenkins May 2005 - August 2005
Citibank January 2002 - July 2002
Thomas Weisel Partners June 2000 - September 2001
Education
John F. Kennedy University 2002 — 2005
Juris Doctor
University of California, Berkeley 1994 — 1999
BA
John F. Kennedy University, Elder Law Clinic January 2008 - Present
Merrill Lynch September 2007 - November 2009
Gordon & Rees LLP June 2002 - May 2007
The Honorable Martin J. Jenkins May 2005 - August 2005
Citibank January 2002 - July 2002
Thomas Weisel Partners June 2000 - September 2001
Education
John F. Kennedy University 2002 — 2005
Juris Doctor
University of California, Berkeley 1994 — 1999
BA
Mahesh Nadella's Merrill Lynch Experience November 2009 - September 2010
Job Senior Integration Consultant at TD
Industry Information Technology and Services
Experience
TD Securities October 2012 - Present
Barclays Capital September 2010 - September 2012
Merrill Lynch November 2009 - September 2010
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company September 2009 - November 2009
EMC September 2009 - November 2009
TNS North America October 2008 - August 2009
Arizona Public Services (APS) February 2008 - September 2008
Cognizant Technology Solutions April 2005 - January 2008
Skills
Service Oriented..., Rules Engines, EAI, TIBCO iProcess, Hawk, TIBCO Business Studio, BusinessWorks, Event Processing, XPDL, Java, Eclipse, Ant, JNDI, Oracle Coherence, Business Process..., Dodd-Frank, Financial Risk, CEP, Databases, XSLT, TIBCO Rendezvous, SDLC, SOA, TIBCO, Middleware, Web Services, Oracle
Education
Jawaharlal Nehru Technological University
Bachelor of Technology, Computer Science
TD Securities October 2012 - Present
Barclays Capital September 2010 - September 2012
Merrill Lynch November 2009 - September 2010
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company September 2009 - November 2009
EMC September 2009 - November 2009
TNS North America October 2008 - August 2009
Arizona Public Services (APS) February 2008 - September 2008
Cognizant Technology Solutions April 2005 - January 2008
Skills
Service Oriented..., Rules Engines, EAI, TIBCO iProcess, Hawk, TIBCO Business Studio, BusinessWorks, Event Processing, XPDL, Java, Eclipse, Ant, JNDI, Oracle Coherence, Business Process..., Dodd-Frank, Financial Risk, CEP, Databases, XSLT, TIBCO Rendezvous, SDLC, SOA, TIBCO, Middleware, Web Services, Oracle
Education
Jawaharlal Nehru Technological University
Bachelor of Technology, Computer Science
Jeff Kirkham's Merrill Lynch Experience October 2007 - June 2009
Job Business Unit Leader at Savage Services
Industry Logistics and Supply Chain
Experience
Savage Services May 2015 - Present
Savage Services August 2014 - April 2015
Savage Services April 2013 - August 2014
United Airlines February 2011 - March 2013
Continental Airlines August 2009 - February 2011
Merrill Lynch October 2007 - June 2009
Citi January 2003 - October 2007
CMOE August 2000 - August 2002
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Equities, Fixed Income, Mutual Funds, Strategic Financial..., Investment Advisory, Alternative Investments, Asset Management, Investment Strategies
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration (MBA)
University of Utah 1995 — 2000
BA, Economics
Savage Services May 2015 - Present
Savage Services August 2014 - April 2015
Savage Services April 2013 - August 2014
United Airlines February 2011 - March 2013
Continental Airlines August 2009 - February 2011
Merrill Lynch October 2007 - June 2009
Citi January 2003 - October 2007
CMOE August 2000 - August 2002
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Equities, Fixed Income, Mutual Funds, Strategic Financial..., Investment Advisory, Alternative Investments, Asset Management, Investment Strategies
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration (MBA)
University of Utah 1995 — 2000
BA, Economics
Tony Tringhese's Merrill Lynch Experience March 2010 - July 2011
Job Associate at Situs
Industry Financial Services
Experience
Situs April 2015 - Present
Situs June 2013 - Present
Rice University August 2011 - May 2013
RigNet June 2012 - August 2012
Merrill Lynch March 2010 - July 2011
Western Asset Management June 2008 - December 2009
LaSalle Bank May 2005 - August 2005
Skills
Portfolio Strategy, Monte Carlo Simulation, Investments, Equity Research, Equity Trading, Equity Valuation, Valuation, Financial Modeling, Financial Planning, Fixed Income, Fixed Income Products, Capital Budgeting, Strategic Analysis, Business Strategy, Reconciliations, Cash Flow Forecasting, Public Speaking, Mortgage, Loans, Lines Of Credit, Microsoft Office, @Risk, SPSS, Capital IQ, Bloomberg, Bloomberg Terminal, Factset, Thomson One, Access, Citrix, Analysis, Strategy, Portfolio Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, General, Second Year - Full Time
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance
Tulane University 2002 — 2006
Bachelors, U.S. History
Situs April 2015 - Present
Situs June 2013 - Present
Rice University August 2011 - May 2013
RigNet June 2012 - August 2012
Merrill Lynch March 2010 - July 2011
Western Asset Management June 2008 - December 2009
LaSalle Bank May 2005 - August 2005
Skills
Portfolio Strategy, Monte Carlo Simulation, Investments, Equity Research, Equity Trading, Equity Valuation, Valuation, Financial Modeling, Financial Planning, Fixed Income, Fixed Income Products, Capital Budgeting, Strategic Analysis, Business Strategy, Reconciliations, Cash Flow Forecasting, Public Speaking, Mortgage, Loans, Lines Of Credit, Microsoft Office, @Risk, SPSS, Capital IQ, Bloomberg, Bloomberg Terminal, Factset, Thomson One, Access, Citrix, Analysis, Strategy, Portfolio Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, General, Second Year - Full Time
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance
Tulane University 2002 — 2006
Bachelors, U.S. History
Michelle Juden's Merrill Lynch Experience October 1991 - June 1995
Job Volunteer
Industry Higher Education
Experience
West University Little League September 2012 - Present
West U Elementary August 2012 - Present
Enron 1996 - 2001
Merrill Lynch October 1991 - June 1995
Skills
Strategic Planning, Budgeting, Marketing, Public Speaking, Financial Analysis, Budgets
Education
Rice University - Jesse H. Jones Graduate School of Management 1995 — 1997
MBA
Vanderbilt University 1987 — 1991
BS, Economics
West University Little League September 2012 - Present
West U Elementary August 2012 - Present
Enron 1996 - 2001
Merrill Lynch October 1991 - June 1995
Skills
Strategic Planning, Budgeting, Marketing, Public Speaking, Financial Analysis, Budgets
Education
Rice University - Jesse H. Jones Graduate School of Management 1995 — 1997
MBA
Vanderbilt University 1987 — 1991
BS, Economics
Kathryn DeTora's Merrill Lynch Experience April 2014 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2014 - Present
Citizens Bank April 2010 - April 2014
Evergreen Investments December 2007 - April 2010
Household Finance January 2007 - December 2007
Enterprise Rent-A-Car July 2005 - January 2007
Education
Johnson and Wales University 2001 — 2005
Bachelor, Management
Thornton Academy 1997 — 2001
Merrill Lynch April 2014 - Present
Citizens Bank April 2010 - April 2014
Evergreen Investments December 2007 - April 2010
Household Finance January 2007 - December 2007
Enterprise Rent-A-Car July 2005 - January 2007
Education
Johnson and Wales University 2001 — 2005
Bachelor, Management
Thornton Academy 1997 — 2001
Antoinette Toni McDale's Merrill Lynch Experience May 2000 - July 2005
Job Stock Plan and Compensation Administrator
Industry Financial Services
Experience
Quest Diagnostics Incorporated May 2012 - Present
E*TRADE Financial October 2011 - May 2012
Solium Capital/Computershare March 2006 - July 2011
UBS Financial Services July 2005 - March 2006
Merrill Lynch May 2000 - July 2005
PriceWaterhouseCoopers, Kwasha HR Solutions October 1998 - April 2000
Skills
Options, Analysis, Client Service, Executive Compensation, ESPP, Health & Welfare..., PeopleSoft, Equity Edge Online, Transcentive, Salesforce, Microsoft Office, Crystal Reports, Hospitality Management, Financial Services, Salesforce.com
Education
Johnson and Wales University 1992 — 1995
Associates in Science Degree, Course; Hotel; Restaurant Management
Quest Diagnostics Incorporated May 2012 - Present
E*TRADE Financial October 2011 - May 2012
Solium Capital/Computershare March 2006 - July 2011
UBS Financial Services July 2005 - March 2006
Merrill Lynch May 2000 - July 2005
PriceWaterhouseCoopers, Kwasha HR Solutions October 1998 - April 2000
Skills
Options, Analysis, Client Service, Executive Compensation, ESPP, Health & Welfare..., PeopleSoft, Equity Edge Online, Transcentive, Salesforce, Microsoft Office, Crystal Reports, Hospitality Management, Financial Services, Salesforce.com
Education
Johnson and Wales University 1992 — 1995
Associates in Science Degree, Course; Hotel; Restaurant Management
Kara Cobey's Merrill Lynch Experience December 1996 - July 2000
Job Sr. Prof. Representative at Merck
Industry Pharmaceuticals
Experience
Merck January 2001 - 2008
Merrill Lynch December 1996 - July 2000
Education
John Carroll University 1991 — 1995
Merck January 2001 - 2008
Merrill Lynch December 1996 - July 2000
Education
John Carroll University 1991 — 1995
Kevin Bove's Merrill Lynch Experience February 2012 - March 2013
Job LPL Financial Advisor at Henderson Brothers Retirement Plan Services
Industry Financial Services
Experience
Henderson Brothers Retirement Plan Services April 2013 - Present
Merrill Lynch February 2012 - March 2013
Dollar Bank October 2011 - February 2012
Dollar Bank August 2009 - October 2011
Skills
Series 7 and Series 66
Education
John Carroll University 2005 — 2009
BS, Finance
Henderson Brothers Retirement Plan Services April 2013 - Present
Merrill Lynch February 2012 - March 2013
Dollar Bank October 2011 - February 2012
Dollar Bank August 2009 - October 2011
Skills
Series 7 and Series 66
Education
John Carroll University 2005 — 2009
BS, Finance
Beth Allaire Cox's Merrill Lynch Experience July 2005 - April 2013
Job AVP,Mutual Funds Product Management
Industry Financial Services
Experience
Merrill Lynch July 2005 - April 2013
Bank of America/Fleet Financial Services June 2000 - December 2004
CitiGroup Smith Barney Plan Services January 1997 - May 2000
Skills
Mutual Funds, Relationship Management, 401k, Pensions, Asset Allocation, Wealth Management, Financial Services, Asset Management, Investments, Securities, Alternative Investments, Investment Strategies, Series 7, Series 63
Education
Johnson & Wales University
Merrill Lynch July 2005 - April 2013
Bank of America/Fleet Financial Services June 2000 - December 2004
CitiGroup Smith Barney Plan Services January 1997 - May 2000
Skills
Mutual Funds, Relationship Management, 401k, Pensions, Asset Allocation, Wealth Management, Financial Services, Asset Management, Investments, Securities, Alternative Investments, Investment Strategies, Series 7, Series 63
Education
Johnson & Wales University
Jodi (Drancik) Manthei's Merrill Lynch Experience November 1983 - April 1988
Job Investment Advisor/Partner with 30 years investment experience
Industry Financial Services
Experience
Riverstone Wealth Partners/Invest Financial January 2008 - Present
MidAmerica Bank March 1988 - January 2008
Merrill Lynch November 1983 - April 1988
Skills
Wealth Management, Investments, Securities, Portfolio Management, Financial Planning, Financial Services
Education
University of Notre Dame 1980 — 1982
University of Notre Dame - Mendoza College of Business 1980 — 1982
BBA
Joliet Junior College 1978 — 1980
Associates
Minooka High School
Riverstone Wealth Partners/Invest Financial January 2008 - Present
MidAmerica Bank March 1988 - January 2008
Merrill Lynch November 1983 - April 1988
Skills
Wealth Management, Investments, Securities, Portfolio Management, Financial Planning, Financial Services
Education
University of Notre Dame 1980 — 1982
University of Notre Dame - Mendoza College of Business 1980 — 1982
BBA
Joliet Junior College 1978 — 1980
Associates
Minooka High School
Annie Wu's Merrill Lynch Experience January 2013 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Merrill Lynch December 2010 - February 2013
Merrill Lynch August 2009 - November 2010
Merrill Lynch June 2008 - August 2008
Siemens March 2008 - May 2008
Skills
Financial Modeling, Commodity Markets, Data Analysis, Market Risk, Statistics, Analytics, Valuation, Bloomberg, Visual Basic, Investments, Risk Management, Petroleum, Mandarin, VBA, Economics, Microsoft Excel
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Finance and Accounting
University of Oklahoma 2005 — 2007
MS, Ecology
Shanghai Jiao Tong University 1998 — 2002
BS, Bioengineering
High School Affiliated to Shanghai Jiao Tong University 1995 — 1998
Merrill Lynch January 2013 - Present
Merrill Lynch December 2010 - February 2013
Merrill Lynch August 2009 - November 2010
Merrill Lynch June 2008 - August 2008
Siemens March 2008 - May 2008
Skills
Financial Modeling, Commodity Markets, Data Analysis, Market Risk, Statistics, Analytics, Valuation, Bloomberg, Visual Basic, Investments, Risk Management, Petroleum, Mandarin, VBA, Economics, Microsoft Excel
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Finance and Accounting
University of Oklahoma 2005 — 2007
MS, Ecology
Shanghai Jiao Tong University 1998 — 2002
BS, Bioengineering
High School Affiliated to Shanghai Jiao Tong University 1995 — 1998
Ryan Ketvertis's Merrill Lynch Experience December 2007 - Present
Job Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2007 - Present
Morgan Stanley Investment Management March 2007 - December 2007
Ryan Homes December 2003 - March 2007
Education
John Carroll University 1998 — 2003
marketing
Merrill Lynch December 2007 - Present
Morgan Stanley Investment Management March 2007 - December 2007
Ryan Homes December 2003 - March 2007
Education
John Carroll University 1998 — 2003
marketing
Richard Solit MD's Merrill Lynch Experience 2004 - 2006
Job Adage Capital Management, LLC
Industry Investment Management
Experience
Adage Capital Management, LLC July 2012 - Present
Apothecary Capital February 2006 - July 2012
Kythera Biopharmaceuticals 2008 - June 2012
Merrill Lynch 2004 - 2006
Mckinsey & Company 1998 - 2001
Thomas Jefferson University June 1993 - June 1998
Education
Jefferson Medical College of Thomas Jefferson University 1989 — 1993
Doctor of Medicine (MD)
University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Economics
Adage Capital Management, LLC July 2012 - Present
Apothecary Capital February 2006 - July 2012
Kythera Biopharmaceuticals 2008 - June 2012
Merrill Lynch 2004 - 2006
Mckinsey & Company 1998 - 2001
Thomas Jefferson University June 1993 - June 1998
Education
Jefferson Medical College of Thomas Jefferson University 1989 — 1993
Doctor of Medicine (MD)
University of Pennsylvania 1985 — 1989
Bachelor of Arts (BA), Economics
Subha Barry's Merrill Lynch Experience August 2005 - October 2009
Job General Manager at Working Mother Media
Industry Publishing
Experience
Working Mother Media January 2015 - Present
GLG - Gerson Lehrman Group October 2009 - Present
Columbia University September 2008 - Present
SV Barry Consulting Group, LLC September 2013 - January 2015
Freddie Mac September 2010 - October 2011
Merrill Lynch August 2005 - October 2009
Merrill Lynch August 2001 - July 2005
Merrill Lynch August 1989 - July 2001
International Trading Group June 1986 - July 1989
Bankers Trust Inc. August 1985 - June 1986
Skills
Equities, Wealth Management, Strategic Leadership, Talent Developer, Talent Management, Executive Management, Social Innovation, Diversity & Inclusion, Diversity Marketing, Change Leadership, Investments, Alternative Investments, Investment Banking, Leadership, Change Management, Recruiting, Strategy, Business Development, Strategic Planning, Risk Management, Business Strategy, Human Resources, Training, Finance, Analysis, Management, Financial Services, Analytics, Portfolio Management, Management Consulting, Team Building, Mergers & Acquisitions, Thought Leadership, Executive Coaching, Start-ups, Entrepreneurship, Marketing, Leadership Development, Organizational..., Organizational..., Consulting, Organizational Design, Strategic Thinking, Workshop Facilitation, Succession Planning, Financial Modeling, Public Speaking, Relationship Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1983 — 1985
MBA & Master of Accounting, Finance, MIS and Entrepreneurship
Bombay University 1978 — 1980
Bachelor of Commerce (B.Com.), Accounting, Economics, Mathematics
Working Mother Media January 2015 - Present
GLG - Gerson Lehrman Group October 2009 - Present
Columbia University September 2008 - Present
SV Barry Consulting Group, LLC September 2013 - January 2015
Freddie Mac September 2010 - October 2011
Merrill Lynch August 2005 - October 2009
Merrill Lynch August 2001 - July 2005
Merrill Lynch August 1989 - July 2001
International Trading Group June 1986 - July 1989
Bankers Trust Inc. August 1985 - June 1986
Skills
Equities, Wealth Management, Strategic Leadership, Talent Developer, Talent Management, Executive Management, Social Innovation, Diversity & Inclusion, Diversity Marketing, Change Leadership, Investments, Alternative Investments, Investment Banking, Leadership, Change Management, Recruiting, Strategy, Business Development, Strategic Planning, Risk Management, Business Strategy, Human Resources, Training, Finance, Analysis, Management, Financial Services, Analytics, Portfolio Management, Management Consulting, Team Building, Mergers & Acquisitions, Thought Leadership, Executive Coaching, Start-ups, Entrepreneurship, Marketing, Leadership Development, Organizational..., Organizational..., Consulting, Organizational Design, Strategic Thinking, Workshop Facilitation, Succession Planning, Financial Modeling, Public Speaking, Relationship Management
Education
Rice University - Jesse H. Jones Graduate School of Management 1983 — 1985
MBA & Master of Accounting, Finance, MIS and Entrepreneurship
Bombay University 1978 — 1980
Bachelor of Commerce (B.Com.), Accounting, Economics, Mathematics
Chad Wetmore's Merrill Lynch Experience 1997 - 2001
Job Vice President at Guard 1 Services, LLC
Industry Consumer Services
Experience
Guard 1 Services, LLC January 2013 - Present
Service Corporation International January 2003 - December 2012
Merrill Lynch 1997 - 2001
Sanwa Bank 1995 - 1997
Skills
Strategic Planning, Mergers & Acquisitions, Team Building, New Business Development, Business Development, Financial Modeling
Education
Jones Graduate School of Business, Rice University
University of San Diego - The Rady School of Management
Guard 1 Services, LLC January 2013 - Present
Service Corporation International January 2003 - December 2012
Merrill Lynch 1997 - 2001
Sanwa Bank 1995 - 1997
Skills
Strategic Planning, Mergers & Acquisitions, Team Building, New Business Development, Business Development, Financial Modeling
Education
Jones Graduate School of Business, Rice University
University of San Diego - The Rady School of Management
Digvijay Singh Pawar's Merrill Lynch Experience July 2009 - April 2010
Job Senior Associate
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2010 - Present
Merrill Lynch July 2009 - April 2010
BitWise Solutions Pvt. Ltd. 2006 - 2007
Skills
PL/SQL, Oracle, ETL, Unix Shell Scripting, Data Modeling, Performance Tuning, SQL Tuning, SQL, OCP, Data Warehousing, Databases, Requirements Analysis, SDLC, Informatica, Microsoft SQL Server, RMAN, Data Guard, Oracle Enterprise..., Shell Scripting, Data Migration
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2004
MCA, Computer
Jiwaji University 1997 — 2000
BSc, Mathematics
Cognizant Technology Solutions July 2010 - Present
Merrill Lynch July 2009 - April 2010
BitWise Solutions Pvt. Ltd. 2006 - 2007
Skills
PL/SQL, Oracle, ETL, Unix Shell Scripting, Data Modeling, Performance Tuning, SQL Tuning, SQL, OCP, Data Warehousing, Databases, Requirements Analysis, SDLC, Informatica, Microsoft SQL Server, RMAN, Data Guard, Oracle Enterprise..., Shell Scripting, Data Migration
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2004
MCA, Computer
Jiwaji University 1997 — 2000
BSc, Mathematics
Sundeep Addanki's Merrill Lynch Experience May 2005 - June 2006
Job Director, Senior Risk Manager FCC Risk Assessment Americas
Industry Financial Services
Experience
Standard Chartered Bank July 2015 - Present
Credit Suisse July 2013 - July 2015
PwC November 2012 - June 2013
AllianceBernstein June 2006 - November 2012
Merrill Lynch May 2005 - June 2006
Skills
AML, KYC, Business Analysis, Risk Management, Fraud, Sanction, Requirements Analysis, Program Management, Data Warehousing, Unix, Oracle, Project Management, SDLC, Financial Services, Financial Risk, Databases, Banking, Anti Money Laundering
Education
Stevens Institute of Technology 2003 — 2005
Master of Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology
Standard Chartered Bank July 2015 - Present
Credit Suisse July 2013 - July 2015
PwC November 2012 - June 2013
AllianceBernstein June 2006 - November 2012
Merrill Lynch May 2005 - June 2006
Skills
AML, KYC, Business Analysis, Risk Management, Fraud, Sanction, Requirements Analysis, Program Management, Data Warehousing, Unix, Oracle, Project Management, SDLC, Financial Services, Financial Risk, Databases, Banking, Anti Money Laundering
Education
Stevens Institute of Technology 2003 — 2005
Master of Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology
Molly Ladd Whitaker's Merrill Lynch Experience 1995 - 1998
Job Director of Investor Relations and Corporate Communications at Boardwalk Pipeline Partners, LP
Industry Oil & Energy
Experience
Boardwalk Pipeline Partners, LP July 2012 - Present
Boardwalk Pipeline Partners, LP May 2012 - July 2012
Ladd Corporate Communications Strategies, LLC August 2006 - May 2012
El Paso Corporation 1998 - 2001
Merrill Lynch 1995 - 1998
Transco Energy 1990 - 1995
Skills
Leadership, Valuation, Community Development, Business Development, Energy Industry, Natural Gas, Research, Training, Press Releases, Marketing Strategy, Equity Research, Investor Relations, Commodity Markets, Corporate Communications, Energy, Commodity, Mergers & Acquisitions
Education
Jones Graduate School of Business, Rice University 1988 — 1990
MBA, Finance and Marketing
Southern Methodist University 1981 — 1985
BBA, Finance
Pittsford Sutherland HS 1977 — 1981
Boardwalk Pipeline Partners, LP July 2012 - Present
Boardwalk Pipeline Partners, LP May 2012 - July 2012
Ladd Corporate Communications Strategies, LLC August 2006 - May 2012
El Paso Corporation 1998 - 2001
Merrill Lynch 1995 - 1998
Transco Energy 1990 - 1995
Skills
Leadership, Valuation, Community Development, Business Development, Energy Industry, Natural Gas, Research, Training, Press Releases, Marketing Strategy, Equity Research, Investor Relations, Commodity Markets, Corporate Communications, Energy, Commodity, Mergers & Acquisitions
Education
Jones Graduate School of Business, Rice University 1988 — 1990
MBA, Finance and Marketing
Southern Methodist University 1981 — 1985
BBA, Finance
Pittsford Sutherland HS 1977 — 1981
Daniel Krause's Merrill Lynch Experience June 1996 - April 1997
Job Counterpoint Mutual Funds, LLC
Industry Financial Services
Experience
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Counterpoint Mutual Funds, LLC February 2015 - Present
Sierra Investment Management May 2011 - January 2015
Invesco Ltd. June 2010 - April 2011
Van Kampen Investments April 2004 - June 2010
AllianceBernstein June 1999 - April 2004
OppenheimerFunds April 1997 - June 1999
Exchange Network Services Inc. August 1994 - March 1999
Merrill Lynch June 1996 - April 1997
Nicholas Applegate February 1995 - May 1996
Stephens Inc. April 1993 - February 1995
Skills
Mutual Funds, Series 7, Series 63, Series 6, ETFs, Alternative Investments, Asset Allocation, 401k, Series 65, Investment Advisory, Series 24, Wealth Management, Retirement Planning, Fixed Annuities, Investment Strategies, Securities, Retirement, Investments, Uniform Combined State..., Asset Managment, Equities, IRAs, Financial Services, FINRA, Asset Management
Education
John Carroll University
BS, Psychology
Brian Donlon's Merrill Lynch Experience May 2007 - Present
Job VP Admin. Manager at Bank of America
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Bank of America 2005 - Present
Advest, Inc. 2003 - 2005
Advest, Inc. 2003 - 2005
NEF 2001 - 2002
New York Life 2000 - 2001
National Discount Brokers 1999 - 2001
JPMorgan Chase 1993 - 1996
Skills
Banking, Fixed Income, Equities, Trading, Securities, Investments, Wealth Management, Microsoft Excel, Asset Managment, Customer Service, Mortgage Lending, Financial Analysis, Risk Management, Series 7, Asset Management, Credit, Vendor Management, Loans, Financial Services, Financial Advisory, Relationship Management, Series 63, Mutual Funds, Finance, Portfolio Management, Strategic Financial..., Capital Markets, Retail Banking, Retirement Planning
Education
Johnson & Wales University 1985 — 1989
BS, Marketing
Our lady of Victory 1974 — 1981
Merrill Lynch May 2007 - Present
Bank of America 2005 - Present
Advest, Inc. 2003 - 2005
Advest, Inc. 2003 - 2005
NEF 2001 - 2002
New York Life 2000 - 2001
National Discount Brokers 1999 - 2001
JPMorgan Chase 1993 - 1996
Skills
Banking, Fixed Income, Equities, Trading, Securities, Investments, Wealth Management, Microsoft Excel, Asset Managment, Customer Service, Mortgage Lending, Financial Analysis, Risk Management, Series 7, Asset Management, Credit, Vendor Management, Loans, Financial Services, Financial Advisory, Relationship Management, Series 63, Mutual Funds, Finance, Portfolio Management, Strategic Financial..., Capital Markets, Retail Banking, Retirement Planning
Education
Johnson & Wales University 1985 — 1989
BS, Marketing
Our lady of Victory 1974 — 1981
Jean McCrave Baxter's Merrill Lynch Experience May 2010 - Present
Job Investment Specialist
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Fidelity Investments October 2005 - December 2008
Verizon April 1999 - June 2002
Verizon March 1987 - April 1999
Verizon March 1984 - March 1987
Education
Johnson & Wales University 2001 — 2005
Ed.D., Education
Providence College 1986 — 1991
MBA, Marketing and Finance
University of Rhode Island 1977 — 1981
BA, Sociology / Psychology
Merrill Lynch May 2010 - Present
Fidelity Investments October 2005 - December 2008
Verizon April 1999 - June 2002
Verizon March 1987 - April 1999
Verizon March 1984 - March 1987
Education
Johnson & Wales University 2001 — 2005
Ed.D., Education
Providence College 1986 — 1991
MBA, Marketing and Finance
University of Rhode Island 1977 — 1981
BA, Sociology / Psychology
Raja Uppuluri's Merrill Lynch Experience August 2003 - September 2004
Job Technical Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
BNP Paribas November 2006 - October 2013
Winfocus Technologies August 2010 - February 2012
NREIS January 2005 - November 2006
Deloitte September 2004 - January 2005
Merrill Lynch August 2003 - September 2004
Skills
ASP.NET, SSIS, Design Patterns, Web Services, XML, C#, VB.NET, ASP.NET AJAX, ASP.NET MVC, ASP, Microsoft SQL Server, LINQ, WCF, .NET Remoting, SOAP, UML, IIS, JavaScript, Entity Framework, Moq, Prime Brokerage, Derivatives, Equities, Hedge Funds
Education
University of North Texas 2000 — 2003
Master of Science (MS), Computer Science, A
Jawaharlal Nehru Technological University 1995 — 1999
Bachelor of Technology (B.Tech.), Mechanical Engineering, A
Morgan Stanley Wealth Management October 2013 - Present
BNP Paribas November 2006 - October 2013
Winfocus Technologies August 2010 - February 2012
NREIS January 2005 - November 2006
Deloitte September 2004 - January 2005
Merrill Lynch August 2003 - September 2004
Skills
ASP.NET, SSIS, Design Patterns, Web Services, XML, C#, VB.NET, ASP.NET AJAX, ASP.NET MVC, ASP, Microsoft SQL Server, LINQ, WCF, .NET Remoting, SOAP, UML, IIS, JavaScript, Entity Framework, Moq, Prime Brokerage, Derivatives, Equities, Hedge Funds
Education
University of North Texas 2000 — 2003
Master of Science (MS), Computer Science, A
Jawaharlal Nehru Technological University 1995 — 1999
Bachelor of Technology (B.Tech.), Mechanical Engineering, A
Shermin Khan's Merrill Lynch Experience May 2005 - August 2005
Job Manufacturing Financial Analyst at Schlumberger
Industry Oil & Energy
Experience
Schlumberger January 2015 - Present
Schlumberger July 2014 - December 2014
Schlumberger July 2012 - June 2014
Schlumberger September 2010 - June 2012
Merrill Lynch May 2005 - August 2005
Skills
Financial Reporting, Variance Analysis, Forecasting, Capital Budgeting, Sarbanes-Oxley, Project Accounting, Hyperion HFM, Microsoft Excel, Formation Evaluation, Oilfield, Internal Controls, Upstream, Oil/Gas, Sarbanes-Oxley Act, Oil & Gas
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin 2003 — 2007
BA, Economics & History
Schlumberger January 2015 - Present
Schlumberger July 2014 - December 2014
Schlumberger July 2012 - June 2014
Schlumberger September 2010 - June 2012
Merrill Lynch May 2005 - August 2005
Skills
Financial Reporting, Variance Analysis, Forecasting, Capital Budgeting, Sarbanes-Oxley, Project Accounting, Hyperion HFM, Microsoft Excel, Formation Evaluation, Oilfield, Internal Controls, Upstream, Oil/Gas, Sarbanes-Oxley Act, Oil & Gas
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin 2003 — 2007
BA, Economics & History
Alyssa Rodriguez's Merrill Lynch Experience June 2007 - January 2009
Job Financial Analyst at DCP Midstream
Industry Financial Services
Experience
DCP Midstream July 2014 - Present
CHILDREN AT RISK 2008 - 2013
UBS January 2009 - April 2011
Merrill Lynch June 2007 - January 2009
Skills
Finance, Strategic Planning, Nonprofits, Business Development, Financial Modeling, Financial Reporting, Leadership, Tax
Education
Jones Graduate School of Business, Rice University 2010 — 2012
MBA
Purdue University 2003 — 2007
Business
DCP Midstream July 2014 - Present
CHILDREN AT RISK 2008 - 2013
UBS January 2009 - April 2011
Merrill Lynch June 2007 - January 2009
Skills
Finance, Strategic Planning, Nonprofits, Business Development, Financial Modeling, Financial Reporting, Leadership, Tax
Education
Jones Graduate School of Business, Rice University 2010 — 2012
MBA
Purdue University 2003 — 2007
Business
Chris Zajac's Merrill Lynch Experience June 2011 - January 2013
Job Financial Analyst The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. March 2013 - Present
PNC January 2013 - February 2013
Merrill Lynch June 2011 - January 2013
Greater Cleveland Sports Commission January 2011 - June 2011
MRI Software LLC August 2010 - January 2011
Northcoast Research 2009 - 2009
Skills
Microsoft Excel, Financial Modeling, Customer Service, Finance, Financial Analysis
Education
John Carroll University 2006 — 2010
BSBA, Finance
The Ayco Company, L.P. March 2013 - Present
PNC January 2013 - February 2013
Merrill Lynch June 2011 - January 2013
Greater Cleveland Sports Commission January 2011 - June 2011
MRI Software LLC August 2010 - January 2011
Northcoast Research 2009 - 2009
Skills
Microsoft Excel, Financial Modeling, Customer Service, Finance, Financial Analysis
Education
John Carroll University 2006 — 2010
BSBA, Finance
Andrew Shalansky's Merrill Lynch Experience May 2005 - September 2007
Job Special Projects Manager at Advanced Health Media (AHM)
Industry Information Technology and Services
Experience
The Scienomics Group November 2014 - Present
Advanced Health Media (AHM) March 2014 - January 2015
Advanced Health Media (AHM) May 2011 - March 2014
Advanced Health Media April 2007 - April 2010
Merrill Lynch May 2005 - September 2007
Extended Stay America March 2003 - July 2003
Hyatt Regency Princeton June 1999 - March 2003
Skills
Project Management, Cross-functional Team..., Team Leadership, Account Management, Process Improvement, Program Management, Event Management, Contract Management, Microsoft Office, Customer Service, Event Planning, Vendor Management, Team Building
Education
Johnson and Wales University 1994 — 1996
Associate's degree, Culinary Arts/Chef Training
Johnson and Wales University 1994 — 1996
Bachelor's degree, Foodservice Systems Administration/Management
The Scienomics Group November 2014 - Present
Advanced Health Media (AHM) March 2014 - January 2015
Advanced Health Media (AHM) May 2011 - March 2014
Advanced Health Media April 2007 - April 2010
Merrill Lynch May 2005 - September 2007
Extended Stay America March 2003 - July 2003
Hyatt Regency Princeton June 1999 - March 2003
Skills
Project Management, Cross-functional Team..., Team Leadership, Account Management, Process Improvement, Program Management, Event Management, Contract Management, Microsoft Office, Customer Service, Event Planning, Vendor Management, Team Building
Education
Johnson and Wales University 1994 — 1996
Associate's degree, Culinary Arts/Chef Training
Johnson and Wales University 1994 — 1996
Bachelor's degree, Foodservice Systems Administration/Management
James A. (Jimmy) Waters Jr.'s Merrill Lynch Experience February 1994 - May 2001
Job Vice President Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Wells Fargo Advisors May 2001 - January 2010
Merrill Lynch February 1994 - May 2001
Education
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science, Finance concentration on Investments and Institutions
Jefferson State Community College 1986 — 1989
Bachelor of Science, Business
Ameriprise Financial Services, Inc. January 2010 - Present
Wells Fargo Advisors May 2001 - January 2010
Merrill Lynch February 1994 - May 2001
Education
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science, Finance concentration on Investments and Institutions
Jefferson State Community College 1986 — 1989
Bachelor of Science, Business
Cory Elk's Merrill Lynch Experience May 2004 - February 2006
Job Supervisory Principal at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2014 - Present
MetLife April 2013 - September 2013
MetLife September 2010 - April 2013
TD Wealth Management October 2009 - June 2010
TD Wealth Management January 2007 - October 2009
ROSATO ELECTRIC CORPORATION April 2006 - January 2007
Merrill Lynch May 2004 - February 2006
Merrill Lynch October 1999 - May 2004
TD Waterhouse Capital Markets, Inc. July 1996 - May 1999
Skills
Mutual Funds, Series 24, Trading, Options, Microsoft Excel, Securities, FINRA, Microsoft Office, Employee Training, Customer Service, Corporate Actions, Financial Services, Life Insurance, Alternative Investments, Fixed Annuities, Insurance, Whole Life, Equities, Investments, Series 7, Series 63
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science, Hospitality Sales and Meeting Management
Lincoln Investment Planning June 2014 - Present
MetLife April 2013 - September 2013
MetLife September 2010 - April 2013
TD Wealth Management October 2009 - June 2010
TD Wealth Management January 2007 - October 2009
ROSATO ELECTRIC CORPORATION April 2006 - January 2007
Merrill Lynch May 2004 - February 2006
Merrill Lynch October 1999 - May 2004
TD Waterhouse Capital Markets, Inc. July 1996 - May 1999
Skills
Mutual Funds, Series 24, Trading, Options, Microsoft Excel, Securities, FINRA, Microsoft Office, Employee Training, Customer Service, Corporate Actions, Financial Services, Life Insurance, Alternative Investments, Fixed Annuities, Insurance, Whole Life, Equities, Investments, Series 7, Series 63
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science, Hospitality Sales and Meeting Management
SACHIN BORDE's Merrill Lynch Experience August 2007 - Present
Job AVP MANAGED SOLUTIONS at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Merrill Lynch August 2005 - November 2006
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Series 65, Series 7, Strategic Planning, Wealth Management, Series 63, Investment Strategies, Finance, Securities
Education
Johnson & Wales University 2001 — 2003
MBA, FINANCE
Merrill Lynch August 2007 - Present
Merrill Lynch August 2005 - November 2006
Skills
Alternative Investments, Asset Allocation, Mutual Funds, Series 65, Series 7, Strategic Planning, Wealth Management, Series 63, Investment Strategies, Finance, Securities
Education
Johnson & Wales University 2001 — 2003
MBA, FINANCE
Ramana Tammareddy's Merrill Lynch Experience March 2000 - December 2001
Job Sr. Java Consultant at Wellsfargo
Industry Information Technology and Services
Experience
Wellsfargo January 2014 - Present
Markit June 2010 - Present
Barnes & Noble Inc. January 2007 - June 2010
Tullett & Preborn Inc August 2003 - December 2006
Merrill Lynch March 2000 - December 2001
DRDO April 1985 - August 1996
Hindustan Aeronautics Limited February 1983 - April 1985
Skills
Software Project..., XML, Java, Web Services, Agile Methodologies, SOA, SDLC, Java Enterprise Edition, Spring, Hibernate, SQL
Education
REC Warangal 1992 — 1993
M.Tech, Electrical and Electronics Engineering
Instriture of Armament Technology 1989 — 1990
EFC-5, Electronics
Jawaharlal Nehru Technological University 1985 — 1989
B.Tech, Electronics
Govt. Ploytechnic, Hyderabad, India 1977 — 1980
Diploma, Electronics
Govt. High School, Nagarjuna Sagar, India 1974 — 1975
10 th class
Wellsfargo January 2014 - Present
Markit June 2010 - Present
Barnes & Noble Inc. January 2007 - June 2010
Tullett & Preborn Inc August 2003 - December 2006
Merrill Lynch March 2000 - December 2001
DRDO April 1985 - August 1996
Hindustan Aeronautics Limited February 1983 - April 1985
Skills
Software Project..., XML, Java, Web Services, Agile Methodologies, SOA, SDLC, Java Enterprise Edition, Spring, Hibernate, SQL
Education
REC Warangal 1992 — 1993
M.Tech, Electrical and Electronics Engineering
Instriture of Armament Technology 1989 — 1990
EFC-5, Electronics
Jawaharlal Nehru Technological University 1985 — 1989
B.Tech, Electronics
Govt. Ploytechnic, Hyderabad, India 1977 — 1980
Diploma, Electronics
Govt. High School, Nagarjuna Sagar, India 1974 — 1975
10 th class
Jiayi He's Merrill Lynch Experience July 2012 - August 2012
Job Risk Analyst at Castleton Commodities International
Industry Investment Banking
Experience
Castleton Commodities International July 2013 - Present
Merrill Lynch July 2012 - August 2012
HSBC September 2009 - November 2009
Bank of China August 2009 - September 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Economics, Mandarin, SQL, VBA, Java, Options, Financial Risk, Quantitative Analytics
Education
University of Southern California 2011 — 2013
Master, Financial Engineering
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Master, Applied Finance
Jinan University 2006 — 2010
Bachelor, Financial Engineering
Castleton Commodities International July 2013 - Present
Merrill Lynch July 2012 - August 2012
HSBC September 2009 - November 2009
Bank of China August 2009 - September 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Economics, Mandarin, SQL, VBA, Java, Options, Financial Risk, Quantitative Analytics
Education
University of Southern California 2011 — 2013
Master, Financial Engineering
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Master, Applied Finance
Jinan University 2006 — 2010
Bachelor, Financial Engineering
James Gilchrist's Merrill Lynch Experience June 2011 - June 2013
Job PNC
Industry Financial Services
Experience
PNC June 2013 - Present
Merrill Lynch June 2011 - June 2013
Hantz Financial December 2010 - May 2011
Plant Essentials May 2007 - September 2010
Education
John Carroll University 2010 — 2011
MBA, Finance
John Carroll University 2006 — 2010
finance
St. Vincent St. Mary High School 2002 — 2006
PNC June 2013 - Present
Merrill Lynch June 2011 - June 2013
Hantz Financial December 2010 - May 2011
Plant Essentials May 2007 - September 2010
Education
John Carroll University 2010 — 2011
MBA, Finance
John Carroll University 2006 — 2010
finance
St. Vincent St. Mary High School 2002 — 2006
Vinay Marru's Merrill Lynch Experience March 2010 - October 2011
Job Salesforce Sr Developer at Verizon Business
Industry Telecommunications
Experience
Verizon Business October 2011 - Present
Merrill Lynch March 2010 - October 2011
Hermitage Infotech November 2009 - March 2010
Skills
Force.com, Cloud Computing, SaaS, CRM, Salesforce.com, SFDC
Education
Jawaharlal Nehru Technological University 2002 — 2006
B.tech, Computer Science
Verizon Business October 2011 - Present
Merrill Lynch March 2010 - October 2011
Hermitage Infotech November 2009 - March 2010
Skills
Force.com, Cloud Computing, SaaS, CRM, Salesforce.com, SFDC
Education
Jawaharlal Nehru Technological University 2002 — 2006
B.tech, Computer Science
Caryn Hodges Coulombe's Merrill Lynch Experience February 2000 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2000 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Investments, Mutual Funds, Securities, Public Speaking, Event Planning, Strategic Financial..., Alternative Investments
Education
Johnson & Wales University
Associate's degree, Business Administration and Management, General
Merrill Lynch February 2000 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Investments, Mutual Funds, Securities, Public Speaking, Event Planning, Strategic Financial..., Alternative Investments
Education
Johnson & Wales University
Associate's degree, Business Administration and Management, General
Dana Parrish's Merrill Lynch Experience January 2012 - Present
Job Product Development Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Skills
Process Improvement
Education
Jones College-Jacksonville 2004 — 2006
Bachelor of Science, Business Administration
Temple University - Fox School of Business and Management 1999 — 2001
Bachelor of Science, Business Administration
Tennessee State University
Merrill Lynch January 2012 - Present
Skills
Process Improvement
Education
Jones College-Jacksonville 2004 — 2006
Bachelor of Science, Business Administration
Temple University - Fox School of Business and Management 1999 — 2001
Bachelor of Science, Business Administration
Tennessee State University
Praveen Gajula's Merrill Lynch Experience August 2007 - Present
Job Contractor at Merrill Lynch
Industry Computer Software
Experience
Infosys May 2009 - Present
Merrill Lynch August 2007 - Present
Nuevora March 2006 - August 2007
Skills
SQL database design, Data Warehousing, Data Modeling, Business Intelligence..., Microsoft Technologies, SSIS, SSAS, PL/SQL, T-SQL, Offshore Management, .NET, SSRS
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Kakatiya High School 1996 — 1996
Infosys May 2009 - Present
Merrill Lynch August 2007 - Present
Nuevora March 2006 - August 2007
Skills
SQL database design, Data Warehousing, Data Modeling, Business Intelligence..., Microsoft Technologies, SSIS, SSAS, PL/SQL, T-SQL, Offshore Management, .NET, SSRS
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Kakatiya High School 1996 — 1996
Joyce (Cajigal) Griffith's Merrill Lynch Experience November 1999 - July 2006
Job Vice President Operational Risk Officer for Investment Operations
Industry Financial Services
Experience
KeyCorp March 2015 - Present
KeyCorp - KeyBanc Capital Markets November 2008 - March 2015
KeyCorp July 2006 - November 2008
Merrill Lynch November 1999 - July 2006
Skills
Financial Services, Risk Management, Operational Risk..., Regulatory Compliance, Compliance Risk..., Compliance Management, Securities License, Securities Regulation, Securities, Institutional Brokerage..., Institutional..., Investment Banking, Equities, Fixed Income, Anti Money Laundering, Retail Brokerage, Retail Brokerage...
Education
John Carroll University 1990 — 1994
Bachelor's degree
KeyCorp March 2015 - Present
KeyCorp - KeyBanc Capital Markets November 2008 - March 2015
KeyCorp July 2006 - November 2008
Merrill Lynch November 1999 - July 2006
Skills
Financial Services, Risk Management, Operational Risk..., Regulatory Compliance, Compliance Risk..., Compliance Management, Securities License, Securities Regulation, Securities, Institutional Brokerage..., Institutional..., Investment Banking, Equities, Fixed Income, Anti Money Laundering, Retail Brokerage, Retail Brokerage...
Education
John Carroll University 1990 — 1994
Bachelor's degree
nagasampath natarajan's Merrill Lynch Experience 2007 - 2008
Job Senior Software Developer@MWTCorp
Industry Information Technology and Services
Experience
Medical Web Technologies, LLC March 2013 - Present
Cognizant Technology Solutions September 2008 - March 2013
Merrill Lynch 2007 - 2008
Cambridge Solutions 2006 - 2007
Cambridge Solutions 2006 - 2007
MJS Web Associates 2005 - 2006
Skills
SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Oracle, Software Project..., JavaScript, Requirements Analysis, Web Services, PL/SQL, Software Development, .NET, XML, Java, C#, HTML, Databases, SOA, jQuery, Unix
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Engineering (BEng), Computer Science
VITAM College 2001 — 2005
B.Tech, Computer Science
Pen School 1991 — 1999
Pen School
Pen School
Medical Web Technologies, LLC March 2013 - Present
Cognizant Technology Solutions September 2008 - March 2013
Merrill Lynch 2007 - 2008
Cambridge Solutions 2006 - 2007
Cambridge Solutions 2006 - 2007
MJS Web Associates 2005 - 2006
Skills
SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Oracle, Software Project..., JavaScript, Requirements Analysis, Web Services, PL/SQL, Software Development, .NET, XML, Java, C#, HTML, Databases, SOA, jQuery, Unix
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Engineering (BEng), Computer Science
VITAM College 2001 — 2005
B.Tech, Computer Science
Pen School 1991 — 1999
Pen School
Pen School
Trenton Barnett's Merrill Lynch Experience April 2013 - Present
Job Investment Consultant at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2013 - Present
VyStar Credit Union February 2006 - February 2013
Skills
Credit, Banking, Consumer Lending, Retail Banking, Loans, Relationship Management, Customer Service, Small Business Lending, Mortgage Lending, Cross Selling, Commercial Banking, Underwriting, Lines Of Credit, Investments, Investment Banking, Mortgage Banking, Credit Analysis
Education
Florida State College at Jacksonville 2008 — 2011
C.U.E.P, Credit Union Education Program, 4.0
Strayer University-Florida 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
Jones College-Jacksonville 1990 — 1993
Associate of Science (AS), Accounting, 3.0
Merrill Lynch April 2013 - Present
VyStar Credit Union February 2006 - February 2013
Skills
Credit, Banking, Consumer Lending, Retail Banking, Loans, Relationship Management, Customer Service, Small Business Lending, Mortgage Lending, Cross Selling, Commercial Banking, Underwriting, Lines Of Credit, Investments, Investment Banking, Mortgage Banking, Credit Analysis
Education
Florida State College at Jacksonville 2008 — 2011
C.U.E.P, Credit Union Education Program, 4.0
Strayer University-Florida 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
Jones College-Jacksonville 1990 — 1993
Associate of Science (AS), Accounting, 3.0
Steve Berhalter's Merrill Lynch Experience December 2010 - February 2012
Job Financial Analyst at Caesars Entertainment Corporation
Industry Accounting
Experience
Caesars Entertainment Corporation July 2014 - Present
Jay Cashman, Inc. August 2013 - December 2014
JTD Logistics February 2012 - August 2013
Merrill Lynch December 2010 - February 2012
PneuValue August 2009 - December 2010
Skills
Investments, Financial Analysis, Peachtree, Morningstar, Business Development, Securities, Financial Modeling, Options, Wealth Management, Microsoft Office, Adobe Creative Suite, Blackberry, Apple, Cisco Wireless, Finance, Analysis, Mutual Funds, Budgets, Financial Planning
Education
John Carroll University 2004 — 2008
Bachelor of Arts (B.A.)
St. Xavier High School 2000 — 2004
Caesars Entertainment Corporation July 2014 - Present
Jay Cashman, Inc. August 2013 - December 2014
JTD Logistics February 2012 - August 2013
Merrill Lynch December 2010 - February 2012
PneuValue August 2009 - December 2010
Skills
Investments, Financial Analysis, Peachtree, Morningstar, Business Development, Securities, Financial Modeling, Options, Wealth Management, Microsoft Office, Adobe Creative Suite, Blackberry, Apple, Cisco Wireless, Finance, Analysis, Mutual Funds, Budgets, Financial Planning
Education
John Carroll University 2004 — 2008
Bachelor of Arts (B.A.)
St. Xavier High School 2000 — 2004
Yasir Syed's Merrill Lynch Experience 2006 - 2013
Job Investment Banking Professional
Industry Investment Banking
Experience
Currently Unemployed November 2004 - Present
Merrill Lynch 2006 - 2013
Education
Johnson & Wales University
Currently Unemployed November 2004 - Present
Merrill Lynch 2006 - 2013
Education
Johnson & Wales University
Srinivas Vobilisetti's Merrill Lynch Experience July 2005 - February 2006
Job IT Manager/Solution Architect at Everest Reinsurance
Industry Insurance
Experience
Everest Reinsurance November 2007 - Present
HIP February 2006 - October 2007
Merrill Lynch July 2005 - February 2006
HIP June 2001 - June 2005
Internet Customer Solutions, Inc. January 2000 - February 2001
Skills
SDLC, Data Warehousing, Requirements Analysis, Microsoft SQL Server, SOA, Enterprise Architecture, SSRS, Data Modeling, Web Services, Agile Methodologies, Software Project..., SSIS, .NET, Software Development, SQL, ASP.NET, C#, WCF, Solution Architecture
Education
New Jersey Institute of Technology 1999 — 2000
Master's degree, Computer Science
Jawaharlal Nehru Technological University 1994 — 1998
Bachelor's degree, Mechanical Engineering
Everest Reinsurance November 2007 - Present
HIP February 2006 - October 2007
Merrill Lynch July 2005 - February 2006
HIP June 2001 - June 2005
Internet Customer Solutions, Inc. January 2000 - February 2001
Skills
SDLC, Data Warehousing, Requirements Analysis, Microsoft SQL Server, SOA, Enterprise Architecture, SSRS, Data Modeling, Web Services, Agile Methodologies, Software Project..., SSIS, .NET, Software Development, SQL, ASP.NET, C#, WCF, Solution Architecture
Education
New Jersey Institute of Technology 1999 — 2000
Master's degree, Computer Science
Jawaharlal Nehru Technological University 1994 — 1998
Bachelor's degree, Mechanical Engineering
Christopher Friedman's Merrill Lynch Experience June 2011 - January 2013
Job Processing Supervisor at AmTrust North America
Industry Insurance
Experience
AmTrust North America July 2014 - Present
AmTrust North America March 2014 - June 2014
AmTrust North America March 2013 - March 2014
Merrill Lynch June 2011 - January 2013
Bank of America June 2009 - June 2011
Education
John Carroll University
Bachelor of Business Administration (B.B.A.), Finance, General
AmTrust North America July 2014 - Present
AmTrust North America March 2014 - June 2014
AmTrust North America March 2013 - March 2014
Merrill Lynch June 2011 - January 2013
Bank of America June 2009 - June 2011
Education
John Carroll University
Bachelor of Business Administration (B.B.A.), Finance, General
Bianca Rivera's Merrill Lynch Experience March 2014 - Present
Job Wealth Management Client Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Education
Jones College-Jacksonville 2013 — 2015
Bachelor's degree, Law
Merrill Lynch March 2014 - Present
Education
Jones College-Jacksonville 2013 — 2015
Bachelor's degree, Law
Robert Concepcion's Merrill Lynch Experience January 2010 - Present
Job
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Education
John Carroll University
Merrill Lynch January 2010 - Present
Education
John Carroll University
Patricia Thornhill's Merrill Lynch Experience May 1996 - May 2015
Job Leadership professional seeking new career
Industry Financial Services
Experience
Merrill Lynch May 1996 - May 2015
BOA Merrill Lynch May 1996 - May 2015
Skills
Management, Microsoft Office, Account Reconciliation, Customer Service, Leadership, Hiring, Process Improvement, Strategic Planning, Problem Solving, Access, Interviews, Time Management, Finance, Financial Analysis, Hiring of staff, Quality Control, writing procedures, Effective leader, Staff training and..., Attention to detail, Complex problem solving, Consistently meet goals..., Excellent time..., Verification of..., Dependability, Organized, People Management, Communication
Education
Jones College-Jacksonville 1991 — 1996
Bachelor's degree, Accounting
Merrill Lynch May 1996 - May 2015
BOA Merrill Lynch May 1996 - May 2015
Skills
Management, Microsoft Office, Account Reconciliation, Customer Service, Leadership, Hiring, Process Improvement, Strategic Planning, Problem Solving, Access, Interviews, Time Management, Finance, Financial Analysis, Hiring of staff, Quality Control, writing procedures, Effective leader, Staff training and..., Attention to detail, Complex problem solving, Consistently meet goals..., Excellent time..., Verification of..., Dependability, Organized, People Management, Communication
Education
Jones College-Jacksonville 1991 — 1996
Bachelor's degree, Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank