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
Hollie Rittermeyer Hollie Rittermeyer's Merrill Lynch Experience May 2007 - January 2010
Job Sales & Marketing Director
Industry Pharmaceuticals
Experience
Rodan + Fields August 2015 - Present
Omniquest Medical Solutions October 2014 - Present
Healthy Home Company June 2014 - July 2015
Nickell PPS February 2010 - November 2010
Merrill Lynch May 2007 - January 2010
New Life Church August 2008 - September 2008
Commerce Bank November 2004 - May 2007
Commerce Bank August 2001 - November 2004
Skills
Event Planning, Marketing, Sales, Customer Service, Time Management, Training, Sales Management
Education
Baker University
B.S., Management
Moberly Senior High School
Rodan + Fields August 2015 - Present
Omniquest Medical Solutions October 2014 - Present
Healthy Home Company June 2014 - July 2015
Nickell PPS February 2010 - November 2010
Merrill Lynch May 2007 - January 2010
New Life Church August 2008 - September 2008
Commerce Bank November 2004 - May 2007
Commerce Bank August 2001 - November 2004
Skills
Event Planning, Marketing, Sales, Customer Service, Time Management, Training, Sales Management
Education
Baker University
B.S., Management
Moberly Senior High School
Francis J Duggan's Merrill Lynch Experience July 2008 - August 2008
Job Francis J Duggan | Sales Manager | Consultant | Sr. Account Executive | Money Expert | Entertainer | Author | Investor
Industry Internet
Experience
Coin & Buck April 2014 - Present
۩ RealScout March 2013 - April 2014
Apple July 2012 - April 2013
Transammonia November 2010 - January 2012
Ultimate Medical Academy July 2010 - November 2010
Edward Jones July 2009 - July 2010
Merrill Lynch July 2008 - August 2008
Oppenheimer & Co. May 2008 - July 2008
Putnam Investments February 2007 - May 2008
J.Crew 2007 - 2008
Skills
CRM, Budgets, Sales, Leadership, Project Management, Marketing, Financial Analysis, Management, Sales Operations, New Business Development, Marketing Strategy, Start-ups, Strategic Financial..., Training, Business Planning, Management Consulting, Risk Management, Strategy, Social Networking, Entrepreneurship, Finance, Logistics, Email Marketing, Recruiting, Social Media, Facebook, SAP, Business Development, FAR and DFAR, Six Sigma, Supply Chain Management, Business Law, Day Trading, Social Media Strategist, Market Analysis, Financial Accounting, Sales Management, Analysis, Project Planning, Investments, Public Speaking, Social Media Marketing, Salesforce.com, Customer Service, Consulting, Strategic Planning, Microsoft Office, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
The Second City
Improv, Conservatory
Pasadena City College 2014 — 2015
Radio and Television
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist
Bridgewater State University 2005 — 2009
Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude
The Washington Center for Internships and Academic Seminars 2008 — 2008
Entrepreneurship/Entrepreneurial Studies
Central Catholic High School 2003 — 2005
High School
Lowell Catholic High School 2001 — 2003
High School
Coin & Buck April 2014 - Present
۩ RealScout March 2013 - April 2014
Apple July 2012 - April 2013
Transammonia November 2010 - January 2012
Ultimate Medical Academy July 2010 - November 2010
Edward Jones July 2009 - July 2010
Merrill Lynch July 2008 - August 2008
Oppenheimer & Co. May 2008 - July 2008
Putnam Investments February 2007 - May 2008
J.Crew 2007 - 2008
Skills
CRM, Budgets, Sales, Leadership, Project Management, Marketing, Financial Analysis, Management, Sales Operations, New Business Development, Marketing Strategy, Start-ups, Strategic Financial..., Training, Business Planning, Management Consulting, Risk Management, Strategy, Social Networking, Entrepreneurship, Finance, Logistics, Email Marketing, Recruiting, Social Media, Facebook, SAP, Business Development, FAR and DFAR, Six Sigma, Supply Chain Management, Business Law, Day Trading, Social Media Strategist, Market Analysis, Financial Accounting, Sales Management, Analysis, Project Planning, Investments, Public Speaking, Social Media Marketing, Salesforce.com, Customer Service, Consulting, Strategic Planning, Microsoft Office, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
The Second City
Improv, Conservatory
Pasadena City College 2014 — 2015
Radio and Television
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist
Bridgewater State University 2005 — 2009
Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude
The Washington Center for Internships and Academic Seminars 2008 — 2008
Entrepreneurship/Entrepreneurial Studies
Central Catholic High School 2003 — 2005
High School
Lowell Catholic High School 2001 — 2003
High School
Driscoll DoCanto, CFA, CFP's Merrill Lynch Experience February 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch January 2010 - Present
Savin Bar & Kitchen 2010 - Present
Columbia Management June 2003 - October 2009
JP Morgan Asset Management June 2000 - February 2003
Utendahl Capital Management January 1998 - June 2000
Banque de France March 1996 - January 1998
The Chase Manhattan Bank September 1994 - March 1996
Skills
Asset Managment, Fixed Income, Investment Strategies, Portfolio Management, Estate Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Finance, High Net Worth..., Hedge Funds, Financial Advisory, Securities, Series 7
Education
Babson College 1990 — 1994
Accounting
Merrill Lynch February 2014 - Present
Merrill Lynch January 2010 - Present
Savin Bar & Kitchen 2010 - Present
Columbia Management June 2003 - October 2009
JP Morgan Asset Management June 2000 - February 2003
Utendahl Capital Management January 1998 - June 2000
Banque de France March 1996 - January 1998
The Chase Manhattan Bank September 1994 - March 1996
Skills
Asset Managment, Fixed Income, Investment Strategies, Portfolio Management, Estate Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Finance, High Net Worth..., Hedge Funds, Financial Advisory, Securities, Series 7
Education
Babson College 1990 — 1994
Accounting
Audrey Choi Audrey Choi's Merrill Lynch Experience June 2012 - August 2012
Job MSF at USC
Industry Financial Services
Experience
Everest Management Group June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Christie K Chu CPA June 2011 - August 2011
UnitiBank June 2011 - August 2011
Skills
Marketing, Competitive Analysis, SPSS, Finance
Education
University of Southern California 2014 — 2015
Master's Degree, Finance
Babson College 2010 — 2014
Bachelor of Science (BS), Business Administration
Phillips Academy 2006 — 2010
HS Diploma
Everest Management Group June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Christie K Chu CPA June 2011 - August 2011
UnitiBank June 2011 - August 2011
Skills
Marketing, Competitive Analysis, SPSS, Finance
Education
University of Southern California 2014 — 2015
Master's Degree, Finance
Babson College 2010 — 2014
Bachelor of Science (BS), Business Administration
Phillips Academy 2006 — 2010
HS Diploma
Jim O'Glishen's Merrill Lynch Experience 2001 - 2003
Job Account Manager, Integrated Systems at AbelWomack
Industry Logistics and Supply Chain
Experience
Abel-Womack February 2003 - Present
Merrill Lynch 2001 - 2003
Abel Womack, Inc. 1997 - 2001
Echlin Automotive 1991 - 1997
Skills
Manufacturing, Sales Operations, Automotive, Integration, Shipping, Account Management, New Business Development, Sales Management, Key Account Management, Distribution Center..., Sales Process, Cold Calling
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 2000
MBA, Marketing, Finance
Abel-Womack February 2003 - Present
Merrill Lynch 2001 - 2003
Abel Womack, Inc. 1997 - 2001
Echlin Automotive 1991 - 1997
Skills
Manufacturing, Sales Operations, Automotive, Integration, Shipping, Account Management, New Business Development, Sales Management, Key Account Management, Distribution Center..., Sales Process, Cold Calling
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 2000
MBA, Marketing, Finance
Clinton Chung's Merrill Lynch Experience September 2005 - January 2006
Job Senior FP&A Manager at GE
Industry Transportation/Trucking/Railroad
Experience
GE Transportation April 2015 - Present
GE Transportation July 2012 - April 2015
GE Transportation October 2010 - June 2012
GE September 2008 - September 2010
GE Transportation July 2006 - August 2008
Merrill Lynch September 2005 - January 2006
Morgan Stanley May 2005 - August 2005
Skills
Variance Analysis, Finance, Auditing, Accounting, Managerial Finance, Internal Controls, Mergers & Acquisitions, Analysis, Consolidation, Account Reconciliation, Financial Forecasting, Leadership, Management, Accounts Payable, Portfolio Management, Project Planning, P&L, Financial Statements, Investments, Financial Audits, Financial Modeling, Hyperion Enterprise, Fixed Assets, Financial Analysis, Financial Planning, Forecasting
Education
Babson College 2002 — 2006
Bachelor of Science in Business Management, Business Administration, Finance and Economics, 3.76
GE Transportation April 2015 - Present
GE Transportation July 2012 - April 2015
GE Transportation October 2010 - June 2012
GE September 2008 - September 2010
GE Transportation July 2006 - August 2008
Merrill Lynch September 2005 - January 2006
Morgan Stanley May 2005 - August 2005
Skills
Variance Analysis, Finance, Auditing, Accounting, Managerial Finance, Internal Controls, Mergers & Acquisitions, Analysis, Consolidation, Account Reconciliation, Financial Forecasting, Leadership, Management, Accounts Payable, Portfolio Management, Project Planning, P&L, Financial Statements, Investments, Financial Audits, Financial Modeling, Hyperion Enterprise, Fixed Assets, Financial Analysis, Financial Planning, Forecasting
Education
Babson College 2002 — 2006
Bachelor of Science in Business Management, Business Administration, Finance and Economics, 3.76
George Vincent Ryan's Merrill Lynch Experience 1991 - 1993
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2010 - Present
Morgan Stanley May 2003 - September 2010
Merrill Lynch 1991 - 1993
Education
Babson College 1983 — 1987
Bachelor Of Science, Finance & Investments
Noble & Greenough 1977 — 1983
College Prep
Ameriprise Financial Services, Inc. September 2010 - Present
Morgan Stanley May 2003 - September 2010
Merrill Lynch 1991 - 1993
Education
Babson College 1983 — 1987
Bachelor Of Science, Finance & Investments
Noble & Greenough 1977 — 1983
College Prep
Wingkai Li's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst at Moody's Corporation
Industry Banking
Experience
Citi July 2013 - March 2015
Merrill Lynch June 2012 - August 2012
PwC December 2011 - June 2012
Merrill Lynch January 2012 - May 2012
Skills
Financial Analysis, Bloomberg, Investments, Fixed Income, Regulatory Compliance, Regulatory Analysis, Basel, CCAR, Financial Modeling, Bloomberg Terminal, Valuation, Strategic Financial..., Securities, Microsoft Excel, VBA, Management Consulting, Management, Private Banking, Wealth Management
Education
Babson College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Strategic Management
Citi July 2013 - March 2015
Merrill Lynch June 2012 - August 2012
PwC December 2011 - June 2012
Merrill Lynch January 2012 - May 2012
Skills
Financial Analysis, Bloomberg, Investments, Fixed Income, Regulatory Compliance, Regulatory Analysis, Basel, CCAR, Financial Modeling, Bloomberg Terminal, Valuation, Strategic Financial..., Securities, Microsoft Excel, VBA, Management Consulting, Management, Private Banking, Wealth Management
Education
Babson College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Strategic Management
Jaime Villa Jaime Villa's Merrill Lynch Experience June 2005 - August 2005
Job Principal, Global Macro and Asset Allocation at KKR
Industry Investment Management
Experience
KKR January 2014 - Present
PIMCO November 2008 - December 2013
PIMCO July 2007 - November 2008
UBS Investment Bank June 2006 - August 2006
Capstone Partners LLC September 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Portfolio Management, Global Macro, Interest Rate..., Macroeconomics, Currency, Emerging Markets, Bonds, FX Options, Equity Research, Value Investing
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance and General Management
Babson College 2003 — 2007
Bachelors of Science, Finance and Economics
Harvard University 2005 — 2005
Summer Coursework in Capital Acquisition and M&A, Banking, Corporate, Finance, and Securities Law
Colegio Nueva Granada
High School
KKR January 2014 - Present
PIMCO November 2008 - December 2013
PIMCO July 2007 - November 2008
UBS Investment Bank June 2006 - August 2006
Capstone Partners LLC September 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Portfolio Management, Global Macro, Interest Rate..., Macroeconomics, Currency, Emerging Markets, Bonds, FX Options, Equity Research, Value Investing
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance and General Management
Babson College 2003 — 2007
Bachelors of Science, Finance and Economics
Harvard University 2005 — 2005
Summer Coursework in Capital Acquisition and M&A, Banking, Corporate, Finance, and Securities Law
Colegio Nueva Granada
High School
Melanie Delaney's Merrill Lynch Experience June 2012 - August 2012
Job Performance Reporting Analyst at Fieldpoint Private
Industry Banking
Experience
Fieldpoint Private Bank & Trust June 2014 - Present
Mobile Financial Services - A MasterCard and Telefonica International Joint Venture June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, Financial Analysis, Customer Service, English, Social Media, Public Speaking, Spanish
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics
Fieldpoint Private Bank & Trust June 2014 - Present
Mobile Financial Services - A MasterCard and Telefonica International Joint Venture June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, Financial Analysis, Customer Service, English, Social Media, Public Speaking, Spanish
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics
Maria Pereda Ehrlich's Merrill Lynch Experience February 2013 - May 2013
Job First Year Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Babson Latin American Business Club May 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Lafarge May 2013 - June 2013
Merrill Lynch February 2013 - May 2013
Urbanae January 2012 - May 2012
Skills
Quantitative, Accounting, Calculus, Spanish, Entrepreneurship, Financial Analysis, Critical Thinking, Analysis, Management, Event Planning, Project Planning, Budgets, Sales Operations, PowerPoint, Microsoft Excel, Public Speaking, Management Consulting, Microsoft Office
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Finance
Colegio Mirabal 1999 — 2011
Spanish Baccalaureate
Morgan Stanley June 2015 - Present
Babson Latin American Business Club May 2014 - May 2015
Morgan Stanley June 2014 - August 2014
Lafarge May 2013 - June 2013
Merrill Lynch February 2013 - May 2013
Urbanae January 2012 - May 2012
Skills
Quantitative, Accounting, Calculus, Spanish, Entrepreneurship, Financial Analysis, Critical Thinking, Analysis, Management, Event Planning, Project Planning, Budgets, Sales Operations, PowerPoint, Microsoft Excel, Public Speaking, Management Consulting, Microsoft Office
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Finance
Colegio Mirabal 1999 — 2011
Spanish Baccalaureate
Anthony Grisafi Anthony Grisafi's Merrill Lynch Experience August 2004 - December 2004
Job Abstract Mathematics/Corporate Finance
Industry Research
Experience
Financial and Scientific Modeling August 2014 - Present
UC San Diego August 2013 - July 2014
University at Buffalo January 2012 - July 2013
University at Buffalo October 2010 - December 2011
FTI Consulting June 2010 - August 2010
Niagara International Capital June 2009 - May 2010
Lehman Brothers June 2008 - August 2008
Merrill Lynch August 2004 - December 2004
Education
University of California at San Diego 2013 — 2014
Ph.D., Mathematics
State University of New York at Buffalo 2011 — 2013
M.A., Mathematics, 3.86/4.00 Cum. GPA
State University of New York at Buffalo 2009 — 2011
B.A., Mathematics, 3.96/4.00 Cum. GPA
Babson College 2005 — 2009
B.S., Management, 3.94/4.00 Cum. GPA
State University of New York at Buffalo 2004 — 2005
Advanced College Credit Program, Liberal Arts, 3.90/4.00 Cum. GPA
Financial and Scientific Modeling August 2014 - Present
UC San Diego August 2013 - July 2014
University at Buffalo January 2012 - July 2013
University at Buffalo October 2010 - December 2011
FTI Consulting June 2010 - August 2010
Niagara International Capital June 2009 - May 2010
Lehman Brothers June 2008 - August 2008
Merrill Lynch August 2004 - December 2004
Education
University of California at San Diego 2013 — 2014
Ph.D., Mathematics
State University of New York at Buffalo 2011 — 2013
M.A., Mathematics, 3.86/4.00 Cum. GPA
State University of New York at Buffalo 2009 — 2011
B.A., Mathematics, 3.96/4.00 Cum. GPA
Babson College 2005 — 2009
B.S., Management, 3.94/4.00 Cum. GPA
State University of New York at Buffalo 2004 — 2005
Advanced College Credit Program, Liberal Arts, 3.90/4.00 Cum. GPA
Archana Jiwnani Archana Jiwnani's Merrill Lynch Experience July 2004 - September 2006
Job Founder at Happy Heart Kid
Industry Consumer Goods
Experience
Happy Heart Kid May 2014 - Present
Founders Institute 2015 - 2015
Nexar Capital April 2009 - October 2011
Societe Generale March 2007 - April 2009
BlackRock October 2006 - February 2007
Merrill Lynch July 2004 - September 2006
Skills
Business Strategy, Education, Strategy, Valuation, Business Development, Marketing, Entrepreneurship, Investments, Financial Analysis, Private Equity, Marketing Strategy, Strategic Planning
Education
Babson College 2000 — 2004
General Assembly
Digital Marketing
Mount Holyoke College 1999 — 2000
General Assembly 2013 — 2014
Business Fundamentals and Tactics, Business Strategy with McKinsey
Happy Heart Kid May 2014 - Present
Founders Institute 2015 - 2015
Nexar Capital April 2009 - October 2011
Societe Generale March 2007 - April 2009
BlackRock October 2006 - February 2007
Merrill Lynch July 2004 - September 2006
Skills
Business Strategy, Education, Strategy, Valuation, Business Development, Marketing, Entrepreneurship, Investments, Financial Analysis, Private Equity, Marketing Strategy, Strategic Planning
Education
Babson College 2000 — 2004
General Assembly
Digital Marketing
Mount Holyoke College 1999 — 2000
General Assembly 2013 — 2014
Business Fundamentals and Tactics, Business Strategy with McKinsey
James Pierotti James Pierotti's Merrill Lynch Experience May 2005 - May 2007
Job Private Wealth Advisor at Flagship Harbor Advisors
Industry Financial Services
Experience
Flagship Harbor Advisors October 2014 - Present
CUNA Mutual Group June 2009 - October 2014
Morgan Stanley May 2007 - June 2009
Merrill Lynch May 2005 - May 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Flagship Harbor Advisors October 2014 - Present
CUNA Mutual Group June 2009 - October 2014
Morgan Stanley May 2007 - June 2009
Merrill Lynch May 2005 - May 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Max Tave Max Tave's Merrill Lynch Experience June 2011 - August 2012
Job Sales and Marketing at Red Bull
Industry Hospitality
Experience
Red Bull June 2015 - Present
MacroFuel December 2014 - June 2015
Cornell University August 2013 - June 2015
Worthy Jerky August 2014 - May 2015
3 Day Startup Cornell August 2014 - October 2014
Hawaii Venture Capital Association May 2014 - August 2014
Blue Startups LLC May 2014 - August 2014
Renaissance Hotels May 2013 - August 2013
Merrill Lynch June 2011 - August 2012
Punahou School September 2009 - June 2011
Skills
Research, Public Speaking, Marketing, Leadership, Entrepreneurship, Negotiation, Start-ups, Venture Capital, Hardwork, PowerPoint, Management, Consumer Behaviour, Strategic Planning, Sports Coaching, Keynote, WordPress, Customer Service, English, Event Planning, Microsoft Excel, Data Analysis, Marketing Strategy, Teaching, Photoshop, Statistics, Time Management, Microsoft Office, Branding, Public Relations, Team Leadership
Education
Cornell University 2012 — 2015
Babson College 2011 — 2012
Entrepreneurship/Entrepreneurial Studies
Punahou School 1997 — 2011
Red Bull June 2015 - Present
MacroFuel December 2014 - June 2015
Cornell University August 2013 - June 2015
Worthy Jerky August 2014 - May 2015
3 Day Startup Cornell August 2014 - October 2014
Hawaii Venture Capital Association May 2014 - August 2014
Blue Startups LLC May 2014 - August 2014
Renaissance Hotels May 2013 - August 2013
Merrill Lynch June 2011 - August 2012
Punahou School September 2009 - June 2011
Skills
Research, Public Speaking, Marketing, Leadership, Entrepreneurship, Negotiation, Start-ups, Venture Capital, Hardwork, PowerPoint, Management, Consumer Behaviour, Strategic Planning, Sports Coaching, Keynote, WordPress, Customer Service, English, Event Planning, Microsoft Excel, Data Analysis, Marketing Strategy, Teaching, Photoshop, Statistics, Time Management, Microsoft Office, Branding, Public Relations, Team Leadership
Education
Cornell University 2012 — 2015
Babson College 2011 — 2012
Entrepreneurship/Entrepreneurial Studies
Punahou School 1997 — 2011
Alejandro Arriaza's Merrill Lynch Experience July 2006 - August 2006
Job Guatemala
Industry Financial Services
Experience
Grupo Sion November 2010 - Present
Violy & Company January 2009 - October 2010
BCIE June 2007 - August 2007
Merrill Lynch July 2006 - August 2006
Soriana May 2006 - June 2006
Publicis June 2005 - August 2005
Skills
Valuation, Corporate Finance, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters in Business Administration
University of Notre Dame 2003 — 2007
Bachelor, Business Administration
INCAE
Young Executive Program
West Island College
High School
Grupo Sion November 2010 - Present
Violy & Company January 2009 - October 2010
BCIE June 2007 - August 2007
Merrill Lynch July 2006 - August 2006
Soriana May 2006 - June 2006
Publicis June 2005 - August 2005
Skills
Valuation, Corporate Finance, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters in Business Administration
University of Notre Dame 2003 — 2007
Bachelor, Business Administration
INCAE
Young Executive Program
West Island College
High School
Saralyn Marquis Saralyn Marquis's Merrill Lynch Experience January 2012 - December 2012
Job Marketing Enthusiast interested in Social Innovation
Industry Marketing and Advertising
Experience
Staples September 2014 - Present
The Governor's Inn May 2014 - September 2014
Global Technology Systems, Inc. September 2013 - April 2014
The Nature Conservancy September 2012 - December 2012
Merrill Lynch January 2012 - December 2012
Babson College Residence Life August 2011 - December 2012
Shamanuti Llc June 2012 - August 2012
Camp Calumet June 2008 - July 2012
Babson College October 2010 - November 2011
Memorkey January 2010 - May 2011
Skills
Marketing, Social Media, Social Media Marketing, Entrepreneurship, Public Speaking, Marketing Strategy, Leadership, Start-ups, Management, PowerPoint, Microsoft Excel, Market Research, Microsoft Office, Event Planning, Social Networking, Microsoft Word, Salesforce.com, SPSS, CRM, Program Management, Turtle, Drag Racing, Horticulture, Project Management, Time Management
Education
Babson College 2010 — 2014
Bachelor of Science, Business Management; Marketing, Entrepreneurship
Stellenbosch University/Universiteit Stellenbosch 2013 — 2013
Study Abroad Student, Sustainability and Community
Nute High School 2006 — 2010
High School Diploma
Staples September 2014 - Present
The Governor's Inn May 2014 - September 2014
Global Technology Systems, Inc. September 2013 - April 2014
The Nature Conservancy September 2012 - December 2012
Merrill Lynch January 2012 - December 2012
Babson College Residence Life August 2011 - December 2012
Shamanuti Llc June 2012 - August 2012
Camp Calumet June 2008 - July 2012
Babson College October 2010 - November 2011
Memorkey January 2010 - May 2011
Skills
Marketing, Social Media, Social Media Marketing, Entrepreneurship, Public Speaking, Marketing Strategy, Leadership, Start-ups, Management, PowerPoint, Microsoft Excel, Market Research, Microsoft Office, Event Planning, Social Networking, Microsoft Word, Salesforce.com, SPSS, CRM, Program Management, Turtle, Drag Racing, Horticulture, Project Management, Time Management
Education
Babson College 2010 — 2014
Bachelor of Science, Business Management; Marketing, Entrepreneurship
Stellenbosch University/Universiteit Stellenbosch 2013 — 2013
Study Abroad Student, Sustainability and Community
Nute High School 2006 — 2010
High School Diploma
Seth Redlus Seth Redlus's Merrill Lynch Experience September 2005 - December 2005
Job Conference Producer and AV Consultant
Industry Events Services
Experience
Barron's May 2006 - Present
Local Television, Inc. December 2006 - May 2015
Merrill Lynch September 2005 - December 2005
Exel June 2005 - August 2005
WBEA Beach Radio 101.7 August 1995 - August 2004
The Wall Street Journal June 2000 - November 2003
The Wall Street Journal July 2001 - August 2002
The Wall Street Journal July 2000 - July 2001
FERRELLCALVILLO Communications June 1995 - August 1995
Skills
Mac, Editing, Marketing, Video, Strategy, Digital Media, Advertising, Integrated Marketing, Social Media, Marketing Communications, Digital Strategy, Public Relations, Conference Support, Attendee Registration, Audio Visual System..., Presentation..., Event Technology, AV Solutions, A/V System Design, Corporate Events, Event Producing, Direct Marketing, Social Media Marketing, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Global Marketing
Northwood University 1997 — 2000
AA, Advertising
Northwood University 1997 — 2000
BBA, Marketing & Management
Barron's May 2006 - Present
Local Television, Inc. December 2006 - May 2015
Merrill Lynch September 2005 - December 2005
Exel June 2005 - August 2005
WBEA Beach Radio 101.7 August 1995 - August 2004
The Wall Street Journal June 2000 - November 2003
The Wall Street Journal July 2001 - August 2002
The Wall Street Journal July 2000 - July 2001
FERRELLCALVILLO Communications June 1995 - August 1995
Skills
Mac, Editing, Marketing, Video, Strategy, Digital Media, Advertising, Integrated Marketing, Social Media, Marketing Communications, Digital Strategy, Public Relations, Conference Support, Attendee Registration, Audio Visual System..., Presentation..., Event Technology, AV Solutions, A/V System Design, Corporate Events, Event Producing, Direct Marketing, Social Media Marketing, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Global Marketing
Northwood University 1997 — 2000
AA, Advertising
Northwood University 1997 — 2000
BBA, Marketing & Management
Amy Kong Amy Kong's Merrill Lynch Experience July 2013 - Present
Job Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
White House Black Market May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch June 2011 - August 2011
The Fund for Babson August 2009 - November 2010
Budd-eaze September 2009 - May 2010
NYS Assemblywoman Grace Meng June 2009 - August 2009
Skills
Microsoft Office, SharePoint, Fundraising, Mandarin, Facebook, Spanish, Event Planning, PowerPoint, Public Speaking, Social Media, Non-profits, SPSS, Microsoft Excel, Social Networking, Martini, FX trading, Market Research, Team Leadership, Strategic Planning, Event Management, Leadership, Retail Management, CRM, Data Analysis, Access, Microsoft Word, Sales, Teamwork, Marketing, Time Management, Outlook, Nonprofits
Education
Babson College 2009 — 2013
Bachelor of Science in Business Administration, Retail Supply Chain Management, Economics
Hong Kong Baptist University 2011 — 2012
Study Abroad, Exchange Student Program, Economics, Brand Management, Philosophy
Bayside High School 2005 — 2009
Honors Regents Diploma, Arts and Humanities
Merrill Lynch July 2013 - Present
White House Black Market May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch June 2011 - August 2011
The Fund for Babson August 2009 - November 2010
Budd-eaze September 2009 - May 2010
NYS Assemblywoman Grace Meng June 2009 - August 2009
Skills
Microsoft Office, SharePoint, Fundraising, Mandarin, Facebook, Spanish, Event Planning, PowerPoint, Public Speaking, Social Media, Non-profits, SPSS, Microsoft Excel, Social Networking, Martini, FX trading, Market Research, Team Leadership, Strategic Planning, Event Management, Leadership, Retail Management, CRM, Data Analysis, Access, Microsoft Word, Sales, Teamwork, Marketing, Time Management, Outlook, Nonprofits
Education
Babson College 2009 — 2013
Bachelor of Science in Business Administration, Retail Supply Chain Management, Economics
Hong Kong Baptist University 2011 — 2012
Study Abroad, Exchange Student Program, Economics, Brand Management, Philosophy
Bayside High School 2005 — 2009
Honors Regents Diploma, Arts and Humanities
George Mundy, CFP's Merrill Lynch Experience October 1993 - June 1999
Job Senior Vice President Investment Officer @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2010 - Present
UBS Financial Services June 2005 - July 2010
Morgan Stanley June 1999 - June 2005
Merrill Lynch October 1993 - June 1999
Skills
Strategic Financial..., Investments, Financial Analysis, Risk Management, Insurance, 401k Rollovers, Retirement Planning, Asset Allocation, Investment Planning, Fixed-Income Strategies, Education Funding..., Retirement Income..., Insurance & Risk..., Wealth Preservation..., Asset Management, Financial Services, Portfolio Management, Investment Advisory, Investment Strategies, Management, Financial Advisory, Retirement, Finance, Mutual Funds, Alternative Investments, Financial Planning
Education
Babson College 1982 — 1986
Bachelor of Science (B.S.), Finance & Investments
Wells Fargo Advisors July 2010 - Present
UBS Financial Services June 2005 - July 2010
Morgan Stanley June 1999 - June 2005
Merrill Lynch October 1993 - June 1999
Skills
Strategic Financial..., Investments, Financial Analysis, Risk Management, Insurance, 401k Rollovers, Retirement Planning, Asset Allocation, Investment Planning, Fixed-Income Strategies, Education Funding..., Retirement Income..., Insurance & Risk..., Wealth Preservation..., Asset Management, Financial Services, Portfolio Management, Investment Advisory, Investment Strategies, Management, Financial Advisory, Retirement, Finance, Mutual Funds, Alternative Investments, Financial Planning
Education
Babson College 1982 — 1986
Bachelor of Science (B.S.), Finance & Investments
Joseph Stern's Merrill Lynch Experience June 2014 - August 2014
Job Econometric Modeler at BSI
Industry Oil & Energy
Experience
Boston Strategies International January 2015 - Present
Merrill Lynch June 2014 - August 2014
Express Trade Capital, Inc. June 2013 - August 2013
Express Trade Capital, Inc. June 2011 - August 2012
Oh Snap! Apparel October 2011 - May 2012
Rosenthal & Rosenthal, Inc. January 2011 - May 2011
American Attitudes June 2010 - August 2010
Skills
Supply Chain Management, Oil & Gas Industry, Economic Forecasting, Econometric Modeling, Teamwork, PowerPoint, Management Consulting, Financial Modeling, Microsoft Excel, Access, Market Research, Russian, Microsoft Word, Databases, @Risk, Factoring, Minitab, Public Speaking, Statistics, Letters of Credit, Purchase Order Finance, Matlab, Microsoft Office, Research, Eviews, Quantitative Models, Creativity, Financial Engineering, R, Strategy, Trade Finance, Project Management, Portfolio Management, Financial Analysis, Economics, Oil Analysis
Education
Babson College 2011 — 2014
BS in Business Administration, Computational Finance and Business Analytics, GPA - 3.0
Franklin W. Olin College of Engineering 2014 — 2014
Cross Registration, Electrical Engineering
Erasmus University Rotterdam 2013 — 2013
Minor, Neuroeconomics
Great Neck North High School 2007 — 2011
Regents Advanced Diploma with Honors
Boston Strategies International January 2015 - Present
Merrill Lynch June 2014 - August 2014
Express Trade Capital, Inc. June 2013 - August 2013
Express Trade Capital, Inc. June 2011 - August 2012
Oh Snap! Apparel October 2011 - May 2012
Rosenthal & Rosenthal, Inc. January 2011 - May 2011
American Attitudes June 2010 - August 2010
Skills
Supply Chain Management, Oil & Gas Industry, Economic Forecasting, Econometric Modeling, Teamwork, PowerPoint, Management Consulting, Financial Modeling, Microsoft Excel, Access, Market Research, Russian, Microsoft Word, Databases, @Risk, Factoring, Minitab, Public Speaking, Statistics, Letters of Credit, Purchase Order Finance, Matlab, Microsoft Office, Research, Eviews, Quantitative Models, Creativity, Financial Engineering, R, Strategy, Trade Finance, Project Management, Portfolio Management, Financial Analysis, Economics, Oil Analysis
Education
Babson College 2011 — 2014
BS in Business Administration, Computational Finance and Business Analytics, GPA - 3.0
Franklin W. Olin College of Engineering 2014 — 2014
Cross Registration, Electrical Engineering
Erasmus University Rotterdam 2013 — 2013
Minor, Neuroeconomics
Great Neck North High School 2007 — 2011
Regents Advanced Diploma with Honors
Lyndon Mouton Lyndon Mouton's Merrill Lynch Experience June 2008 - August 2008
Job
Industry Venture Capital & Private Equity
Experience
Partners Group January 2012 - August 2014
FTI Consulting April 2010 - August 2011
US Bank September 2009 - April 2010
New Sector Alliance May 2009 - August 2009
Nashton Partners February 2009 - May 2009
North American Management February 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Skills
Financial Modeling, Valuation, Market Research, Management Consulting, Competitive Analysis, Presentation Development, Investor Relations, Corporate Governance, Private Equity, Financial Analysis, Investments, Business Strategy, Strategy, Investment Banking, Emerging Markets, Portfolio Management
Education
SDA Bocconi 2009 — 2009
Bachelor of Science (BS)
Babson College 2005 — 2009
Bachelor of Science
Partners Group January 2012 - August 2014
FTI Consulting April 2010 - August 2011
US Bank September 2009 - April 2010
New Sector Alliance May 2009 - August 2009
Nashton Partners February 2009 - May 2009
North American Management February 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Skills
Financial Modeling, Valuation, Market Research, Management Consulting, Competitive Analysis, Presentation Development, Investor Relations, Corporate Governance, Private Equity, Financial Analysis, Investments, Business Strategy, Strategy, Investment Banking, Emerging Markets, Portfolio Management
Education
SDA Bocconi 2009 — 2009
Bachelor of Science (BS)
Babson College 2005 — 2009
Bachelor of Science
Kriston Ryan's Merrill Lynch Experience June 2010 - August 2010
Job Senior Analyst, Strategy & Investment
Industry Financial Services
Experience
Xaxis 2013 - 2014
Ryan Bros. Landscaping March 2006 - 2012
RBC Capital Markets June 2011 - August 2011
Give Back A Pack Foundation (Non-Profit Organization) January 2011 - May 2011
Merrill Lynch June 2010 - August 2010
Western New England University January 2009 - December 2009
Skills
Word, Excel, SPSS, PowerPoint, Minitab, SAP, Bloomberg, Access, Research, Teamwork, Microsoft Excel, Analytics, Business Strategy, Financial Analysis, Microsoft Word, Social Media
Education
Babson College 2009 — 2012
Bachelor of Science, Business Administration
Western New England College 2008 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Xaxis 2013 - 2014
Ryan Bros. Landscaping March 2006 - 2012
RBC Capital Markets June 2011 - August 2011
Give Back A Pack Foundation (Non-Profit Organization) January 2011 - May 2011
Merrill Lynch June 2010 - August 2010
Western New England University January 2009 - December 2009
Skills
Word, Excel, SPSS, PowerPoint, Minitab, SAP, Bloomberg, Access, Research, Teamwork, Microsoft Excel, Analytics, Business Strategy, Financial Analysis, Microsoft Word, Social Media
Education
Babson College 2009 — 2012
Bachelor of Science, Business Administration
Western New England College 2008 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Carlos Shteremberg's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2013 - Present
Merrill Lynch May 2012 - August 2012
Skills
Capital IQ, PowerPoint, Microsoft Excel, Microsoft Word, Minitab, Bloomberg Terminal, Mac OS X, PC, Financial Modeling, Bloomberg, Financial Analysis, Economics, Finance, Analysis, Investments
Education
Babson College 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan April 2013 - Present
Merrill Lynch May 2012 - August 2012
Skills
Capital IQ, PowerPoint, Microsoft Excel, Microsoft Word, Minitab, Bloomberg Terminal, Mac OS X, PC, Financial Modeling, Bloomberg, Financial Analysis, Economics, Finance, Analysis, Investments
Education
Babson College 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Alessandro Scarsini's Merrill Lynch Experience October 2004 - October 2006
Job President, Edgewater Markets FX PrimeTrader
Industry Financial Services
Experience
Edgewater Markets / FX PrimeTrader April 2013 - Present
Rosenthal Collins Group March 2009 - March 2013
Deutsche Bank October 2006 - October 2008
Merrill Lynch October 2004 - October 2006
Merrill Lynch January 2002 - October 2004
RBS - ABN AMRO January 1997 - May 2001
Skills
Hedge Funds, Electronic Trading, Trading Systems, FX Options, Trading, Prime Brokerage, Fixed Income, Derivatives, Financial Markets, Equities, Options, Capital Markets, Bloomberg, Commodity, Alternative Investments
Education
Babson College 1982 — 1986
Bachelor of Science in Business Administration, Finance
Lycee Francais, New York
Edgewater Markets / FX PrimeTrader April 2013 - Present
Rosenthal Collins Group March 2009 - March 2013
Deutsche Bank October 2006 - October 2008
Merrill Lynch October 2004 - October 2006
Merrill Lynch January 2002 - October 2004
RBS - ABN AMRO January 1997 - May 2001
Skills
Hedge Funds, Electronic Trading, Trading Systems, FX Options, Trading, Prime Brokerage, Fixed Income, Derivatives, Financial Markets, Equities, Options, Capital Markets, Bloomberg, Commodity, Alternative Investments
Education
Babson College 1982 — 1986
Bachelor of Science in Business Administration, Finance
Lycee Francais, New York
Michelle McNitt's Merrill Lynch Experience April 2007 - April 2009
Job Waddell & Reed Investment Management Company
Industry Financial Services
Experience
Waddell & Reed June 2013 - Present
New York Life April 2009 - June 2013
Merrill Lynch April 2007 - April 2009
Waddell & Reed Financial Services September 2006 - April 2007
Skills
Financial Analysis, Retirement, Insurance, Excel, Customer Relations, People-oriented, Access, Attention To Detail, Mutual Funds, Problem Solving, Team Leadership, Case Managment, Leadership, Multi Tasking, Life Insurance, Microsoft Excel, Customer Service, Analysis, Banking, Budgets, Finance, Financial Services, Microsoft Office, Project Management, Public Speaking, Time Management, Training
Education
Baker University 2010 — 2012
Master of Business Administration
Kansas State University
Bachelor of Science, Family Studies and Human Services; Personal Financial Planning
Spring Hill
Waddell & Reed June 2013 - Present
New York Life April 2009 - June 2013
Merrill Lynch April 2007 - April 2009
Waddell & Reed Financial Services September 2006 - April 2007
Skills
Financial Analysis, Retirement, Insurance, Excel, Customer Relations, People-oriented, Access, Attention To Detail, Mutual Funds, Problem Solving, Team Leadership, Case Managment, Leadership, Multi Tasking, Life Insurance, Microsoft Excel, Customer Service, Analysis, Banking, Budgets, Finance, Financial Services, Microsoft Office, Project Management, Public Speaking, Time Management, Training
Education
Baker University 2010 — 2012
Master of Business Administration
Kansas State University
Bachelor of Science, Family Studies and Human Services; Personal Financial Planning
Spring Hill
Rob Cohlan's Merrill Lynch Experience October 1980 - January 1991
Job Executive Recruiter / Principal, HVACEXEC.com emphasizing Sales, Sales Mgmt, BAS/BMS, Project Mgrs & Energy Engineers
Industry Staffing and Recruiting
Experience
Alexander Associates Executive Search LLC September 2005 - Present
Lincoln First Marketing Services January 1991 - September 2005
Merrill Lynch October 1980 - January 1991
Computer Sciences Corporation October 1978 - September 1980
Skills
Executive Search, Business Development, Business Strategy, HVAC, Contract Negotiation, New Business Development, Facilities Management, Sales Management, Team Building, Technical Recruiting, Energy Efficiency, Energy, Mechanical Engineering
Education
Babson College 1976 — 1978
MBA, Finance and Marketing
Boston University 1970 — 1974
Bachelor of Arts, English Literature
Alexander Associates Executive Search LLC September 2005 - Present
Lincoln First Marketing Services January 1991 - September 2005
Merrill Lynch October 1980 - January 1991
Computer Sciences Corporation October 1978 - September 1980
Skills
Executive Search, Business Development, Business Strategy, HVAC, Contract Negotiation, New Business Development, Facilities Management, Sales Management, Team Building, Technical Recruiting, Energy Efficiency, Energy, Mechanical Engineering
Education
Babson College 1976 — 1978
MBA, Finance and Marketing
Boston University 1970 — 1974
Bachelor of Arts, English Literature
Christopher Kidd Christopher Kidd's Merrill Lynch Experience October 2009 - October 2011
Job Renewable Energy and Sustainability Executive
Industry Renewables & Environment
Experience
RGR Industries September 2012 - Present
U.S. Army Reserve September 2003 - Present
Safari Energy, LLC November 2013 - August 2015
RGS Energy, the Commercial Division of Real Goods Solar, Inc. November 2011 - November 2012
Merrill Lynch October 2009 - October 2011
SunDurance Energy January 2008 - December 2009
The Home Depot January 2004 - December 2007
Skills
Business Development, Project Management, New Business Development, Financial Modeling, Proposal Writing, Financial Analysis, Marketing, Analysis, Strategic Financial..., Team Building, Budget, Program Management, Management, Budgets, Start-ups, Solar Energy, Energy, Engineering, Marketing Strategy, Procurement, Leadership, Contract Negotiation, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
Master of Science in Accountancy (M.S.A.), Entrepreneurial Finance
Montclair State University 1990 — 1994
Bachelor of Science (B.S.), Business Administration & Finance
Somerville High School
RGR Industries September 2012 - Present
U.S. Army Reserve September 2003 - Present
Safari Energy, LLC November 2013 - August 2015
RGS Energy, the Commercial Division of Real Goods Solar, Inc. November 2011 - November 2012
Merrill Lynch October 2009 - October 2011
SunDurance Energy January 2008 - December 2009
The Home Depot January 2004 - December 2007
Skills
Business Development, Project Management, New Business Development, Financial Modeling, Proposal Writing, Financial Analysis, Marketing, Analysis, Strategic Financial..., Team Building, Budget, Program Management, Management, Budgets, Start-ups, Solar Energy, Energy, Engineering, Marketing Strategy, Procurement, Leadership, Contract Negotiation, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
Master of Science in Accountancy (M.S.A.), Entrepreneurial Finance
Montclair State University 1990 — 1994
Bachelor of Science (B.S.), Business Administration & Finance
Somerville High School
Eric Hamilton's Merrill Lynch Experience 2005 - 2007
Job Senior Director, Sales Broadridge Financial Solutions.
Industry Financial Services
Experience
Broadridge Financial Solutions May 2014 - Present
Linedata 2008 - 2014
Investors Capital 2007 - 2008
Merrill Lynch 2005 - 2007
Morgan Stanley 2004 - 2005
SunGard 2000 - 2004
Thomson Reuters 1996 - 2000
Thomson Reuters 1993 - 1996
Liberty Mutual Insurance 1988 - 1993
Skills
Software Sales..., Investment Sales, Financial Services, Investment Management, Trading Systems, Electronic Trading, Portfolio Management, Financial Technology, Trading, Electronic Trading..., Portfolio Optimization, Series 7, Series 65, OMS/EMS, Hedge Funds, Investments, Alternative Investments, Equities, Fixed Income, New Business Development, Asset Management, Wealth Management, Sales Management, International Sales, Mutual Funds, Rainmaker, Portfolio Performance..., Trade Order Management, Compliance, Investment Compliance, Investment Advisor..., Account Portfolio..., Fund Accounting, Information Technology, SaaS, Investment Data, Trade Operations, Swaps, Interest Rate Swaps, Equity Swaps, Public Speaking, Socially Responsible..., Securities, Bonds, Middle Office, Foreign Exchange, FINRA, Market Data, Equity Trading, Options
Education
Babson College
Bachelor of Science (B.S.), Finance and Investments
Broadridge Financial Solutions May 2014 - Present
Linedata 2008 - 2014
Investors Capital 2007 - 2008
Merrill Lynch 2005 - 2007
Morgan Stanley 2004 - 2005
SunGard 2000 - 2004
Thomson Reuters 1996 - 2000
Thomson Reuters 1993 - 1996
Liberty Mutual Insurance 1988 - 1993
Skills
Software Sales..., Investment Sales, Financial Services, Investment Management, Trading Systems, Electronic Trading, Portfolio Management, Financial Technology, Trading, Electronic Trading..., Portfolio Optimization, Series 7, Series 65, OMS/EMS, Hedge Funds, Investments, Alternative Investments, Equities, Fixed Income, New Business Development, Asset Management, Wealth Management, Sales Management, International Sales, Mutual Funds, Rainmaker, Portfolio Performance..., Trade Order Management, Compliance, Investment Compliance, Investment Advisor..., Account Portfolio..., Fund Accounting, Information Technology, SaaS, Investment Data, Trade Operations, Swaps, Interest Rate Swaps, Equity Swaps, Public Speaking, Socially Responsible..., Securities, Bonds, Middle Office, Foreign Exchange, FINRA, Market Data, Equity Trading, Options
Education
Babson College
Bachelor of Science (B.S.), Finance and Investments
Joanne Pietrini Smith Joanne Pietrini Smith's Merrill Lynch Experience 1985 - 1986
Job Senior Executive, Focused Leader with Operations, Technology and Finance Expertise
Industry Financial Services
Experience
AXA Financial 2003 - 2012
First Republic Bank 1998 - 2003
Mellon Bank 1994 - 1998
First Republic Bank 1992 - 1994
The Boston Company 1986 - 1991
Merrill Lynch 1985 - 1986
Skills
Financial Services, Insurance, Wealth Management, Investments, Vendor Management, Mutual Funds, Relationship Management, Strategic Financial..., IT Strategy, Cross-functional Team..., Outsourcing, Strategy, Strategic Planning, Fixed Annuities, Employee Benefits, Change Management, Financial Analysis, Financial Risk, Risk Management, Mergers & Acquisitions, Integration, Business Process..., Process Improvement, Business Analysis, Management, Governance, Business Development, Project Management, Executive Management, Business Strategy, Leadership, Finance
Education
Babson College 1987 — 1991
MBA, Concentration in Finance
Saint Anselm College 1981 — 1985
BA - Graduated with Honors, Business & Computer Science
AXA Financial 2003 - 2012
First Republic Bank 1998 - 2003
Mellon Bank 1994 - 1998
First Republic Bank 1992 - 1994
The Boston Company 1986 - 1991
Merrill Lynch 1985 - 1986
Skills
Financial Services, Insurance, Wealth Management, Investments, Vendor Management, Mutual Funds, Relationship Management, Strategic Financial..., IT Strategy, Cross-functional Team..., Outsourcing, Strategy, Strategic Planning, Fixed Annuities, Employee Benefits, Change Management, Financial Analysis, Financial Risk, Risk Management, Mergers & Acquisitions, Integration, Business Process..., Process Improvement, Business Analysis, Management, Governance, Business Development, Project Management, Executive Management, Business Strategy, Leadership, Finance
Education
Babson College 1987 — 1991
MBA, Concentration in Finance
Saint Anselm College 1981 — 1985
BA - Graduated with Honors, Business & Computer Science
Richard Clough CFP® Richard Clough CFP®'s Merrill Lynch Experience September 2009 - July 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Merrill Lynch September 2009 - July 2013
ING August 2006 - September 2009
CitiStreet Advisors, LLC January 2001 - August 2006
Skills
Retirement Planning, Estate Planning, Charitable Giving, Savings, Asset Allocation, IRA's, Pensions, 401k, Portfolio Management, Financial Planning, Retirement Income..., Wealth Management, Saving for Education, Retirement, Investments, Investment Advisory, Insurance Planning, Long Term Care, Wealth Transfer, Annuities, Asset Protection, Inheritance Tax Planning, Wealth, Trusts, Wealth Accumulation, Investment Strategies, Income Protection, Special Needs Planning, Alternative Investments, Financial Planners, IRAs, Strategic Financial..., Fixed Annuities, Insurance, Long-term Care, Mortgage Lending, Asset Management, Equities, Finance, Risk Management, Charities, Financial Advisory, Mutual Funds, Special Education, Series 7, Securities, Series 63
Education
College for Financial Planning 2009 — 2014
M.S.
Baker College Business and Corporate Services
B.S.
College for Financial Planning
TIAA-CREF July 2013 - Present
Merrill Lynch September 2009 - July 2013
ING August 2006 - September 2009
CitiStreet Advisors, LLC January 2001 - August 2006
Skills
Retirement Planning, Estate Planning, Charitable Giving, Savings, Asset Allocation, IRA's, Pensions, 401k, Portfolio Management, Financial Planning, Retirement Income..., Wealth Management, Saving for Education, Retirement, Investments, Investment Advisory, Insurance Planning, Long Term Care, Wealth Transfer, Annuities, Asset Protection, Inheritance Tax Planning, Wealth, Trusts, Wealth Accumulation, Investment Strategies, Income Protection, Special Needs Planning, Alternative Investments, Financial Planners, IRAs, Strategic Financial..., Fixed Annuities, Insurance, Long-term Care, Mortgage Lending, Asset Management, Equities, Finance, Risk Management, Charities, Financial Advisory, Mutual Funds, Special Education, Series 7, Securities, Series 63
Education
College for Financial Planning 2009 — 2014
M.S.
Baker College Business and Corporate Services
B.S.
College for Financial Planning
Muhammad Shafiq, PMP Muhammad Shafiq, PMP's Merrill Lynch Experience September 1998 - May 1999
Job Mgr. Systems development at Toys R Us
Industry Retail
Experience
Toys R Us May 1999 - Present
Merrill Lynch September 1998 - May 1999
Pakistan Revenue Automation Limited (PRAL) 1995 - 1997
Nestle MilkPak Pakistan April 1994 - February 1995
Skills
Microsoft SQL Server, SQL, Software Development, Business Analysis, .NET, Project Management, SSIS, Team Leadership, SSRS, Management
Education
Bahauddin Zakariya University 1991 — 1993
M.Sc, Computer Sc.
Toys R Us May 1999 - Present
Merrill Lynch September 1998 - May 1999
Pakistan Revenue Automation Limited (PRAL) 1995 - 1997
Nestle MilkPak Pakistan April 1994 - February 1995
Skills
Microsoft SQL Server, SQL, Software Development, Business Analysis, .NET, Project Management, SSIS, Team Leadership, SSRS, Management
Education
Bahauddin Zakariya University 1991 — 1993
M.Sc, Computer Sc.
Lila Huff Lila Huff's Merrill Lynch Experience 1989 - 1997
Job Human Resources Manager at LeanCor Supply Chain Group
Industry Logistics and Supply Chain
Experience
LeanCor Supply Chain Group May 2015 - Present
PAC Worldwide July 2014 - May 2015
Crane Composites September 2011 - July 2014
Aristech Acrylics, LLC July 2007 - July 2011
Meridian Bioscience June 2006 - July 2007
Frost Brown Todd July 2003 - March 2006
First Group October 2001 - July 2003
North American Properties November 1997 - May 2000
Merrill Lynch 1989 - 1997
Skills
Contract Negotiations, American Sign Language, Employee Benefits, Employee Relations, Benefits, Union, Compensation, Benefits Administration, Recruiting, Employee Training, Staff Development, Onboarding, Labor Relations, Talent Acquisition, Management, Deferred Compensation, New Hire Orientations, Contract Negotiation, Personnel Management, Human Resources, HRIS, Performance Management, Employee Engagement, Temporary Placement, Organizational..., Talent Management, Leadership Development, FMLA, HR Policies, Interviews, College Recruiting, Applicant Tracking..., Succession Planning, Team Building
Education
Baker College of Flint 2014 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management
University of Phoenix 2011 — 2013
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
University of Phoenix 2008 — 2011
Associate of Arts (AA), Foundation of Business, 3.14
LeanCor Supply Chain Group May 2015 - Present
PAC Worldwide July 2014 - May 2015
Crane Composites September 2011 - July 2014
Aristech Acrylics, LLC July 2007 - July 2011
Meridian Bioscience June 2006 - July 2007
Frost Brown Todd July 2003 - March 2006
First Group October 2001 - July 2003
North American Properties November 1997 - May 2000
Merrill Lynch 1989 - 1997
Skills
Contract Negotiations, American Sign Language, Employee Benefits, Employee Relations, Benefits, Union, Compensation, Benefits Administration, Recruiting, Employee Training, Staff Development, Onboarding, Labor Relations, Talent Acquisition, Management, Deferred Compensation, New Hire Orientations, Contract Negotiation, Personnel Management, Human Resources, HRIS, Performance Management, Employee Engagement, Temporary Placement, Organizational..., Talent Management, Leadership Development, FMLA, HR Policies, Interviews, College Recruiting, Applicant Tracking..., Succession Planning, Team Building
Education
Baker College of Flint 2014 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management
University of Phoenix 2011 — 2013
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
University of Phoenix 2008 — 2011
Associate of Arts (AA), Foundation of Business, 3.14
Steve Cacciatore's Merrill Lynch Experience April 1983 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1983 - Present
Education
Babson College
Master of Business Administration (MBA), Finance, General
Merrill Lynch April 1983 - Present
Education
Babson College
Master of Business Administration (MBA), Finance, General
Jose Ignacio Godoy's Merrill Lynch Experience June 2001 - August 2001
Job Relationship Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2012 - Present
Credit Suisse May 2009 - August 2012
Citi Private Bank June 2006 - May 2009
Citibank N.A. June 2004 - June 2006
Citicorp Investment Services December 2003 - June 2004
Citicorp Investment Services June 2002 - December 2003
Merrill Lynch June 2001 - August 2001
Skills
Private Banking, Investment Strategies, Investment Advisory, Alternative Investments, Securities Lending, Structured Products, Hedging, Derivatives, Monetization, Asset Based Lending, Fixed Income, Equities, Portfolio Management, Investments, Banking, Finance, Investment Banking, Credit, Trading, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship
University of Florida - Warrington College of Business Administration 1999 — 2002
B.S.B.A., Business Administration - Finance
IEA
High School
Credit Suisse September 2012 - Present
Credit Suisse May 2009 - August 2012
Citi Private Bank June 2006 - May 2009
Citibank N.A. June 2004 - June 2006
Citicorp Investment Services December 2003 - June 2004
Citicorp Investment Services June 2002 - December 2003
Merrill Lynch June 2001 - August 2001
Skills
Private Banking, Investment Strategies, Investment Advisory, Alternative Investments, Securities Lending, Structured Products, Hedging, Derivatives, Monetization, Asset Based Lending, Fixed Income, Equities, Portfolio Management, Investments, Banking, Finance, Investment Banking, Credit, Trading, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship
University of Florida - Warrington College of Business Administration 1999 — 2002
B.S.B.A., Business Administration - Finance
IEA
High School
Ashleigh Phelps's Merrill Lynch Experience September 2012 - December 2012
Job Assistant Brand Manager at Beiersdorf
Industry Consumer Goods
Experience
Beiersdorf August 2015 - Present
Kao USA Inc. December 2013 - August 2015
Kao USA Inc. May 2013 - December 2013
Merrill Lynch September 2012 - December 2012
SanDisk June 2012 - October 2012
Solar Sister September 2011 - December 2011
Panera Bread December 2008 - July 2011
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Office, Microsoft Word, Marketing Strategy, Social Media Marketing, Marketing, Outlook, Advertising, Marketing Communications, Public Speaking, Field Marketing, Sales, Leadership, Strategy, Management
Education
Babson College 2009 — 2013
B.S. Business Management, Marketing and Environmental Sustainability
Beiersdorf August 2015 - Present
Kao USA Inc. December 2013 - August 2015
Kao USA Inc. May 2013 - December 2013
Merrill Lynch September 2012 - December 2012
SanDisk June 2012 - October 2012
Solar Sister September 2011 - December 2011
Panera Bread December 2008 - July 2011
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Office, Microsoft Word, Marketing Strategy, Social Media Marketing, Marketing, Outlook, Advertising, Marketing Communications, Public Speaking, Field Marketing, Sales, Leadership, Strategy, Management
Education
Babson College 2009 — 2013
B.S. Business Management, Marketing and Environmental Sustainability
Shelley Herold's Merrill Lynch Experience October 1990 - July 1999
Job Capital Markets Institutional Equity at First Analysis
Industry Financial Services
Experience
First Analysis 2007 - Present
A.G. Edwards & Sons, Inc. 1999 - 2007
Merrill Lynch October 1990 - July 1999
Boettcher & Co December 1989 - October 1990
Skills
Equity Research, Equities, Series 7, Investments, Hedge Funds, Asset Managment, Financial Modeling, Capital Markets, Valuation, Alternative Investments, Portfolio Management, Financial Analysis
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA, Business
Babson College 1985 — 1989
B.S., Double Major (Marketing & Communications)
Syracuse University 1987 — 1988
Junior Year Abroad (London, England)
Lynnfield High School 1980 — 1985
Pike
First Analysis 2007 - Present
A.G. Edwards & Sons, Inc. 1999 - 2007
Merrill Lynch October 1990 - July 1999
Boettcher & Co December 1989 - October 1990
Skills
Equity Research, Equities, Series 7, Investments, Hedge Funds, Asset Managment, Financial Modeling, Capital Markets, Valuation, Alternative Investments, Portfolio Management, Financial Analysis
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA, Business
Babson College 1985 — 1989
B.S., Double Major (Marketing & Communications)
Syracuse University 1987 — 1988
Junior Year Abroad (London, England)
Lynnfield High School 1980 — 1985
Pike
Charles Gable, CRPC's Merrill Lynch Experience March 2012 - March 2013
Job Financial Solutions Advisor at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Edge March 2013 - Present
Merrill Lynch March 2012 - March 2013
Noble Supply & Logistics June 2007 - March 2012
Boston Red Dogs October 2009 - March 2011
Skills
Financial Analysis, Investments, Microsoft Office, Strategic Planning, Financial Modeling, Customer Service, Series 7, Business Strategy, Business Development, Salesforce.com, Microsoft Excel, Microsoft Word, Portfolio Management, Mutual Funds, Finance, Bloomberg, PowerPoint, Corporate Finance, Inventory Management, Sales Management, New Business Development, Contract Negotiation, NetSuite, Series 66, MA Life&Health..., CRPC, Financial Planning, Wealth Management
Education
Babson College 2004 — 2007
BS in Business Administration, Marketing, Strategic Management
Merrill Edge March 2013 - Present
Merrill Lynch March 2012 - March 2013
Noble Supply & Logistics June 2007 - March 2012
Boston Red Dogs October 2009 - March 2011
Skills
Financial Analysis, Investments, Microsoft Office, Strategic Planning, Financial Modeling, Customer Service, Series 7, Business Strategy, Business Development, Salesforce.com, Microsoft Excel, Microsoft Word, Portfolio Management, Mutual Funds, Finance, Bloomberg, PowerPoint, Corporate Finance, Inventory Management, Sales Management, New Business Development, Contract Negotiation, NetSuite, Series 66, MA Life&Health..., CRPC, Financial Planning, Wealth Management
Education
Babson College 2004 — 2007
BS in Business Administration, Marketing, Strategic Management
Jim Webster, CWS® Jim Webster, CWS®'s Merrill Lynch Experience July 1996 - September 1999
Job Senior Vice President, Financial Advisor: Webster Wealth Management, a service of D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. September 1999 - Present
Merrill Lynch July 1996 - September 1999
FBS Investment Services October 1993 - July 1996
Kidder Peabody & Co July 1991 - April 1993
Skills
Wealth Management..., Portfolio Management, 401k, Retirement Planning, Risk Management, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1991
MBA, Finance & Marketing
Saint Lawrence University 1976 — 1980
B.A., History
Deerfield Academy 1972 — 1976
D.A. Davidson & Co. September 1999 - Present
Merrill Lynch July 1996 - September 1999
FBS Investment Services October 1993 - July 1996
Kidder Peabody & Co July 1991 - April 1993
Skills
Wealth Management..., Portfolio Management, 401k, Retirement Planning, Risk Management, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1991
MBA, Finance & Marketing
Saint Lawrence University 1976 — 1980
B.A., History
Deerfield Academy 1972 — 1976
Alfonso Hernandez Moises's Merrill Lynch Experience December 2008 - August 2010
Job Strategy at IBM Systems
Industry Information Technology and Services
Experience
IBM May 2015 - Present
IBM July 2014 - May 2015
IBM May 2012 - July 2014
Babson College April 2011 - May 2012
Babson College April 2011 - May 2012
IBM May 2011 - August 2011
Nuance Communications September 2010 - May 2011
Merrill Lynch December 2008 - August 2010
The Argus Group September 2007 - November 2008
Devanlay Lacoste February 2007 - September 2007
Skills
Entrepreneurship, Marketing, Strategy, Product Development, Financial Services, Information Technology, Financial Modeling, Market Research, Business Strategy, Marketing Strategy, Financial Analysis, Management, Leadership, Portfolio Management, Analytics, Sales, Product Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Strategy, Cum Laude
Boston University Questrom School of Business 2003 — 2006
BSBA, International Management
IBM May 2015 - Present
IBM July 2014 - May 2015
IBM May 2012 - July 2014
Babson College April 2011 - May 2012
Babson College April 2011 - May 2012
IBM May 2011 - August 2011
Nuance Communications September 2010 - May 2011
Merrill Lynch December 2008 - August 2010
The Argus Group September 2007 - November 2008
Devanlay Lacoste February 2007 - September 2007
Skills
Entrepreneurship, Marketing, Strategy, Product Development, Financial Services, Information Technology, Financial Modeling, Market Research, Business Strategy, Marketing Strategy, Financial Analysis, Management, Leadership, Portfolio Management, Analytics, Sales, Product Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Strategy, Cum Laude
Boston University Questrom School of Business 2003 — 2006
BSBA, International Management
Katherine Moan's Merrill Lynch Experience September 2010 - December 2010
Job Senior Financial Analyst at EMC
Industry Financial Services
Experience
EMC November 2014 - Present
EMC January 2013 - November 2014
EMC July 2011 - June 2013
EMC July 2011 - December 2012
Merrill lynch September 2010 - December 2010
Skills
Bloomberg, SAP BPC, ECC, SAP BI, Oracle Applications, Essbase, ADI, Monarch Pro, Hyperion Enterprise, Microsoft Office, VBA, Strategic Financial..., Business Process, Access, Analysis, Finance, Corporate Finance, Financial Analysis, Microsoft Excel, Hyperion
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2017
Master of Business Administration (MBA), Business Analytics, Global Management
Stonehill College 2007 — 2011
BSBA, Finance
Stonehill College 2007 — 2011
BA, Philosophy
EMC November 2014 - Present
EMC January 2013 - November 2014
EMC July 2011 - June 2013
EMC July 2011 - December 2012
Merrill lynch September 2010 - December 2010
Skills
Bloomberg, SAP BPC, ECC, SAP BI, Oracle Applications, Essbase, ADI, Monarch Pro, Hyperion Enterprise, Microsoft Office, VBA, Strategic Financial..., Business Process, Access, Analysis, Finance, Corporate Finance, Financial Analysis, Microsoft Excel, Hyperion
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2017
Master of Business Administration (MBA), Business Analytics, Global Management
Stonehill College 2007 — 2011
BSBA, Finance
Stonehill College 2007 — 2011
BA, Philosophy
Michael Vollmin's Merrill Lynch Experience October 2014 - January 2015
Job Intern at Infusion Global Partners
Industry Investment Management
Experience
Infusion Global Partners September 2015 - Present
Babson College November 2012 - Present
Ameriprise Financial Services, Inc. May 2014 - August 2015
Dow Jones September 2014 - May 2015
WiGo July 2014 - May 2015
Merrill Lynch October 2014 - January 2015
KIND October 2013 - August 2014
Pro Ambitions Hockey Inc. February 2014 - May 2014
Babson Skating Center August 2012 - May 2014
Wears Woody April 2013 - September 2013
Skills
Bloomberg, Morningstar, Thompson One, Teamwork, Start-ups, PowerPoint, Social Media, Microsoft Excel, Entrepreneurship, Financial Analysis, Marketing, Microsoft Word, Microsoft Office, Customer Service, Management, Accounting, Minitab, Ice Hockey, Public Speaking
Education
Babson College 2012 — 2016
Finance, General
new hampton school 2008 — 2011
high school diploma
Infusion Global Partners September 2015 - Present
Babson College November 2012 - Present
Ameriprise Financial Services, Inc. May 2014 - August 2015
Dow Jones September 2014 - May 2015
WiGo July 2014 - May 2015
Merrill Lynch October 2014 - January 2015
KIND October 2013 - August 2014
Pro Ambitions Hockey Inc. February 2014 - May 2014
Babson Skating Center August 2012 - May 2014
Wears Woody April 2013 - September 2013
Skills
Bloomberg, Morningstar, Thompson One, Teamwork, Start-ups, PowerPoint, Social Media, Microsoft Excel, Entrepreneurship, Financial Analysis, Marketing, Microsoft Word, Microsoft Office, Customer Service, Management, Accounting, Minitab, Ice Hockey, Public Speaking
Education
Babson College 2012 — 2016
Finance, General
new hampton school 2008 — 2011
high school diploma
Christina Miquel's Merrill Lynch Experience June 2012 - August 2012
Job Assistant NPI Project Manager at GSK
Industry Marketing and Advertising
Experience
GSK March 2015 - Present
Team IMPACT, Inc. November 2011 - Present
Nordstrom May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Dewberry June 2011 - August 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Time Management, Market Research, Proposal Writing, Communication Skills, Leadership, Team Building, Team Leadership, Management, Nonprofits, Training, Event Planning, Research, Marketing, Sales, Social Networking, Teamwork, Communication
Education
Babson College 2010 — 2014
Bachelor of Science (BS), Marketing and Global Business
Immaculate Heart Academy 2006 — 2010
HIgh School
GSK March 2015 - Present
Team IMPACT, Inc. November 2011 - Present
Nordstrom May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Dewberry June 2011 - August 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Time Management, Market Research, Proposal Writing, Communication Skills, Leadership, Team Building, Team Leadership, Management, Nonprofits, Training, Event Planning, Research, Marketing, Sales, Social Networking, Teamwork, Communication
Education
Babson College 2010 — 2014
Bachelor of Science (BS), Marketing and Global Business
Immaculate Heart Academy 2006 — 2010
HIgh School
Beth Jackson's Merrill Lynch Experience January 1983 - August 1986
Job Managing Director, Market Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust June 2013 - Present
Anchor Investments & Trust September 2008 - July 2012
UBS Wealth Management June 2004 - July 2008
Wells Fargo Private Client Services 1995 - 2004
First Bank System August 1986 - September 1994
Merrill Lynch January 1983 - August 1986
Skills
Series 7, Investments, Wealth Management, Strategic Financial..., Securities, Investment Management, Retirement Planning, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Estate Planning, Risk Management, 401k, Retirement, Financial Analysis, Wealth Management..., Series 24, Financial Services, Investment Strategies, Relationship Management, High Net Worth..., Personal Financial..., Sales Management, Sales Management..., Building High..., Driving Sales..., Series 9 & 10, Leadership, Asset Management, Banking, Private Banking, Credit Analysis, Credit, Commercial Banking, Alternative Investments, Cash Management, Mortgage Lending, Small Business Lending, Finance, Wealth, Insurance, Commercial Lending, Lines Of Credit, Treasury Management, Financial Planning
Education
Babson College 1978 — 1982
BSBA, Finance and Investments
U.S. Trust June 2013 - Present
Anchor Investments & Trust September 2008 - July 2012
UBS Wealth Management June 2004 - July 2008
Wells Fargo Private Client Services 1995 - 2004
First Bank System August 1986 - September 1994
Merrill Lynch January 1983 - August 1986
Skills
Series 7, Investments, Wealth Management, Strategic Financial..., Securities, Investment Management, Retirement Planning, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Estate Planning, Risk Management, 401k, Retirement, Financial Analysis, Wealth Management..., Series 24, Financial Services, Investment Strategies, Relationship Management, High Net Worth..., Personal Financial..., Sales Management, Sales Management..., Building High..., Driving Sales..., Series 9 & 10, Leadership, Asset Management, Banking, Private Banking, Credit Analysis, Credit, Commercial Banking, Alternative Investments, Cash Management, Mortgage Lending, Small Business Lending, Finance, Wealth, Insurance, Commercial Lending, Lines Of Credit, Treasury Management, Financial Planning
Education
Babson College 1978 — 1982
BSBA, Finance and Investments
Jim Moule''s Merrill Lynch Experience February 1995 - March 2000
Job Seeking new job Opportunity
Industry Logistics and Supply Chain
Experience
Jensen Industries January 2007 - September 2012
Central Conveyor October 2000 - December 2006
Telcom Techicians April 2000 - October 2000
Merrill Lynch February 1995 - March 2000
Skills
Purchasing Negotiation, Shipping, Invoicing, Logistics, Vendor Managed Inventory, Inventory Planning, Group Purchasing, Purchase Requisitions, Lead Time Reduction, Lean Manufacturing
Education
Baker College Business and Corporate Services 2000 — 2011
Bachelor, Business Management
Baker College 1996 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.36
milford high
Jensen Industries January 2007 - September 2012
Central Conveyor October 2000 - December 2006
Telcom Techicians April 2000 - October 2000
Merrill Lynch February 1995 - March 2000
Skills
Purchasing Negotiation, Shipping, Invoicing, Logistics, Vendor Managed Inventory, Inventory Planning, Group Purchasing, Purchase Requisitions, Lead Time Reduction, Lean Manufacturing
Education
Baker College Business and Corporate Services 2000 — 2011
Bachelor, Business Management
Baker College 1996 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.36
milford high
Richard Testa CFP® Richard Testa CFP®'s Merrill Lynch Experience 1998 - 2004
Job Financial Advisor at Testa Associates, LLC
Industry Financial Services
Experience
Testa Associates, LLC January 2010 - Present
Jesup & Lamont January 2005 - February 2010
Coburn & Meredith 2005 - 2009
Merrill Lynch 1998 - 2004
Skills
Financial Planning, Mutual Funds, Strategic Financial..., Investments, Alternative Investments, Asset Managment, Series 7, Asset Allocation, Financial Services, Retirement Planning, Series 63, Securities, Asset Management, Wealth Management, Entrepreneurship, Retirement, Estate Planning, Bonds, Finance, Life Insurance, Portfolio Management, Mergers & Acquisitions, Equities, Strategy, 401k, Investment Advisory, Financial Advisory, Private Equity, Hedge Funds, Valuation, Trading, Financial Analysis, Investment Banking, Series 24, Insurance, Financial Planners, Risk Management, Wealth, Fixed Annuities, Series 6, Investment Strategies, Long Term Care Insurance, Credit, Institutional, ETFs, FINRA, IRAs, Executive Management, Long-term Care, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Worcester Polytechnic Institute 1980 — 1984
BS, Civil Engineering
Testa Associates, LLC January 2010 - Present
Jesup & Lamont January 2005 - February 2010
Coburn & Meredith 2005 - 2009
Merrill Lynch 1998 - 2004
Skills
Financial Planning, Mutual Funds, Strategic Financial..., Investments, Alternative Investments, Asset Managment, Series 7, Asset Allocation, Financial Services, Retirement Planning, Series 63, Securities, Asset Management, Wealth Management, Entrepreneurship, Retirement, Estate Planning, Bonds, Finance, Life Insurance, Portfolio Management, Mergers & Acquisitions, Equities, Strategy, 401k, Investment Advisory, Financial Advisory, Private Equity, Hedge Funds, Valuation, Trading, Financial Analysis, Investment Banking, Series 24, Insurance, Financial Planners, Risk Management, Wealth, Fixed Annuities, Series 6, Investment Strategies, Long Term Care Insurance, Credit, Institutional, ETFs, FINRA, IRAs, Executive Management, Long-term Care, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Worcester Polytechnic Institute 1980 — 1984
BS, Civil Engineering
Leigh Gammino Leigh Gammino's Merrill Lynch Experience May 2000 - July 2001
Job Fiscal Grants Manager
Industry Government Administration
Experience
The Providence Housing Authority July 2014 - Present
The Providence Housing Authority October 2009 - July 2014
Hilltop Motors Inc. 2007 - 2009
Millennium Music/FeedYourPlayer 2006 - 2007
Public Financial Management Inc. May 2003 - September 2004
Fleet Securities Inc./Quick & Reilly October 2001 - April 2003
Merrill Lynch May 2000 - July 2001
Education
Babson College - Franklin W. Olin Graduate School of Business
Brown University
B.A. in Business Economics
Choate Rosemary Hall
The Providence Housing Authority July 2014 - Present
The Providence Housing Authority October 2009 - July 2014
Hilltop Motors Inc. 2007 - 2009
Millennium Music/FeedYourPlayer 2006 - 2007
Public Financial Management Inc. May 2003 - September 2004
Fleet Securities Inc./Quick & Reilly October 2001 - April 2003
Merrill Lynch May 2000 - July 2001
Education
Babson College - Franklin W. Olin Graduate School of Business
Brown University
B.A. in Business Economics
Choate Rosemary Hall
Pawan Venugopal Pawan Venugopal's Merrill Lynch Experience November 2007 - May 2008
Job Product Manager at Icontrol Networks
Industry Computer Software
Experience
Icontrol Networks March 2015 - Present
CloudlyIO, Inc. February 2014 - March 2015
Science Application International Corporation May 2010 - January 2014
E-centives March 2009 - May 2010
Fortech June 2008 - March 2009
Merrill Lynch November 2007 - May 2008
Skills
Product Management, Product Development, Market Research, Scrum, Design Patterns, Marketing Strategy, Software Development, Microsoft SQL Server, .NET, Agile Methodologies, Mobile Applications, Strategy, Web Applications, jQuery, C#, Entrepreneurship, SQL, Strategic Planning, Data Analysis, Web Development, Software Project..., SOA, Quality Assurance, Corporate Finance, XML, Web Services, Subversion, Software Design, Agile, Android Development, Android SDK, Financial & Operational..., Problem Solving, Highly detail oriented, Leadership Management, Team-oriented, ASP.NET MVC, SQL Server, JavaScript, ASP.NET, Enterprise Application..., HTML, CSS
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, entrepreneurship
University of Madras 2000 — 2004
B.E., Electronics and Telecommunication
Icontrol Networks March 2015 - Present
CloudlyIO, Inc. February 2014 - March 2015
Science Application International Corporation May 2010 - January 2014
E-centives March 2009 - May 2010
Fortech June 2008 - March 2009
Merrill Lynch November 2007 - May 2008
Skills
Product Management, Product Development, Market Research, Scrum, Design Patterns, Marketing Strategy, Software Development, Microsoft SQL Server, .NET, Agile Methodologies, Mobile Applications, Strategy, Web Applications, jQuery, C#, Entrepreneurship, SQL, Strategic Planning, Data Analysis, Web Development, Software Project..., SOA, Quality Assurance, Corporate Finance, XML, Web Services, Subversion, Software Design, Agile, Android Development, Android SDK, Financial & Operational..., Problem Solving, Highly detail oriented, Leadership Management, Team-oriented, ASP.NET MVC, SQL Server, JavaScript, ASP.NET, Enterprise Application..., HTML, CSS
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, entrepreneurship
University of Madras 2000 — 2004
B.E., Electronics and Telecommunication
Lars Norell Lars Norell's Merrill Lynch Experience 2003 - 2006
Job Managing Partner at Altus Power Management, LLC
Industry Renewables & Environment
Experience
Altus Power Management, LLC April 2009 - Present
Sound Solar Systems March 2009 - Present
Cohen & Company 2006 - 2009
Merrill Lynch 2003 - 2006
Credit Suisse 1999 - 2003
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Education
University of Virginia School of Law 1995 — 1998
Juris Doctor
Babson College 1995 — 1995
Finance
University of Southern Europe 1993 — 1995
BsBA, Finance
Krusboda
Altus Power Management, LLC April 2009 - Present
Sound Solar Systems March 2009 - Present
Cohen & Company 2006 - 2009
Merrill Lynch 2003 - 2006
Credit Suisse 1999 - 2003
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Education
University of Virginia School of Law 1995 — 1998
Juris Doctor
Babson College 1995 — 1995
Finance
University of Southern Europe 1993 — 1995
BsBA, Finance
Krusboda
Peter Coutracos's Merrill Lynch Experience 2010 - 2011
Job AVP Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch/Bank of America 2012 - Present
Merrill Lynch 2010 - 2011
Independent 2005 - 2010
Fidelity Investments 1991 - 2005
Skills
Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Annuities, IRA's, 401k, Estate Planning, Charitable Giving, Options, Financial Analysis, Financial Planning, Financial Modeling, Risk Management, Compliance, Finance, Series 7, Strategic Financial..., Securities, Fixed Annuities, IRAs, Charities
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Babson College
BS
Merrill Lynch/Bank of America 2012 - Present
Merrill Lynch 2010 - 2011
Independent 2005 - 2010
Fidelity Investments 1991 - 2005
Skills
Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Annuities, IRA's, 401k, Estate Planning, Charitable Giving, Options, Financial Analysis, Financial Planning, Financial Modeling, Risk Management, Compliance, Finance, Series 7, Strategic Financial..., Securities, Fixed Annuities, IRAs, Charities
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Babson College
BS
Angie Linder, CRPC® Angie Linder, CRPC®'s Merrill Lynch Experience December 2007 - Present
Job Registered Senior Client Associate at Merrill Lynch, Owner at Detroit Techno Militia
Industry Financial Services
Experience
Merrill Lynch December 2007 - Present
Detroit Techno Militia April 2002 - Present
DTM Creative LLC June 2002 - Present
Michigan Web Journal August 2004 - August 2005
FLEXi Display Marketing April 2003 - March 2004
Big Idea Magazine October 2002 - April 2003
Skills
Social Media Marketing, Marketing, Web Design, Graphic Design, Brand Development, Social Media, Customer Service, Advertising, Event Planning, Adobe Creative Suite, Series 7, Uniform Combined State..., Social Networking, Illustrator, Graphics, Photoshop, Photography, Digital Marketing, Microsoft Office, Facebook, Blogging, Mac, Logo Design, Online Marketing, WordPress, CSS, Database Administration, Computer Hardware, Digital Photography, HTML, Project Management, Music Industry, Music Production, Magazines, Joomla, SEO, Website Development, Series 66, E-commerce, Open Source, Podcasting, Magazine Design, CRPC
Education
Ferndale High School 1991 — 1995
Diploma, General and Advanced Studies;
Baker College of Allen Park
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NCI Associates
Real Estate
Oakland Community College
Liberal Arts
Merrill Lynch December 2007 - Present
Detroit Techno Militia April 2002 - Present
DTM Creative LLC June 2002 - Present
Michigan Web Journal August 2004 - August 2005
FLEXi Display Marketing April 2003 - March 2004
Big Idea Magazine October 2002 - April 2003
Skills
Social Media Marketing, Marketing, Web Design, Graphic Design, Brand Development, Social Media, Customer Service, Advertising, Event Planning, Adobe Creative Suite, Series 7, Uniform Combined State..., Social Networking, Illustrator, Graphics, Photoshop, Photography, Digital Marketing, Microsoft Office, Facebook, Blogging, Mac, Logo Design, Online Marketing, WordPress, CSS, Database Administration, Computer Hardware, Digital Photography, HTML, Project Management, Music Industry, Music Production, Magazines, Joomla, SEO, Website Development, Series 66, E-commerce, Open Source, Podcasting, Magazine Design, CRPC
Education
Ferndale High School 1991 — 1995
Diploma, General and Advanced Studies;
Baker College of Allen Park
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NCI Associates
Real Estate
Oakland Community College
Liberal Arts
Christopher Dunphy Christopher Dunphy's Merrill Lynch Experience May 2007 - May 2008
Job Business Development & Strategy IDS at Raytheon
Industry Defense & Space
Experience
Raytheon Integrated Defense Systems June 2008 - Present
Merrill Lynch May 2007 - May 2008
DCMA 2003 - 2006
United States Navy 1982 - 2006
CCDG-8 - USS Theodore Roosevelt 2002 - 2003
NRD New England 1998 - 2001
Anti-Submarine Helicopter Squadron (HS-11) 1995 - 1998
Flight Instructor at Helicopter Training Squadron 18 1992 - 1995
Fleet Composite Squadron FIVE (VC-5) 1990 - 1992
Education
United States Naval Academy 1983 — 1987
BS
Boston College High School 1978 — 1982
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
MBA
Raytheon Integrated Defense Systems June 2008 - Present
Merrill Lynch May 2007 - May 2008
DCMA 2003 - 2006
United States Navy 1982 - 2006
CCDG-8 - USS Theodore Roosevelt 2002 - 2003
NRD New England 1998 - 2001
Anti-Submarine Helicopter Squadron (HS-11) 1995 - 1998
Flight Instructor at Helicopter Training Squadron 18 1992 - 1995
Fleet Composite Squadron FIVE (VC-5) 1990 - 1992
Education
United States Naval Academy 1983 — 1987
BS
Boston College High School 1978 — 1982
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
MBA
Jayne Amodio Jayne Amodio's Merrill Lynch Experience 1980 - 1987
Job Wardrobe & Image Consultant
Industry Apparel & Fashion
Experience
DONCASTER Extraordinary Apparel for Extraordinary Woment / Personal Best Image 2000 - Present
Amodio Moving Inc 1987 - 2000
Merrill Lynch 1980 - 1987
Skills
Wardrobe, Apparel, Personal Shopping, Lifestyle, Fashion, Online Marketing, Visual Merchandising, Fashion Design, Marketing, Styling, Trend, Personal Branding, Small Business, Customer Service, Marketing Strategy, Fit, Textiles, Advertising, Social Media, Social Media Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1980
MBA, Finance
Simmons College 1974 — 1978
BS, Economics
DONCASTER Extraordinary Apparel for Extraordinary Woment / Personal Best Image 2000 - Present
Amodio Moving Inc 1987 - 2000
Merrill Lynch 1980 - 1987
Skills
Wardrobe, Apparel, Personal Shopping, Lifestyle, Fashion, Online Marketing, Visual Merchandising, Fashion Design, Marketing, Styling, Trend, Personal Branding, Small Business, Customer Service, Marketing Strategy, Fit, Textiles, Advertising, Social Media, Social Media Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1980
MBA, Finance
Simmons College 1974 — 1978
BS, Economics
Kristyn Harmon's Merrill Lynch Experience March 2010 - September 2011
Job VP, Digital Strategy
Industry Financial Services
Experience
Sallie Mae September 2011 - Present
Wellesley Theatre Project September 2015 - Present
Merrill Lynch March 2010 - September 2011
Fidelity Investments 1996 - 2010
AT&T New Media Services 1994 - 1996
Digital Equipment Corporation June 1993 - September 1994
Skills
Product Strategy, Product Development, Product Management, Executive Management, Strategy, Mobile Devices, Program Management, Vendor Management, Information Architecture, Content Management, Competitive Analysis, User Interface Design, E-commerce, SEO, Leadership
Education
Babson College 1989 — 1993
BS, Computer Science + Statistical Math
Sallie Mae September 2011 - Present
Wellesley Theatre Project September 2015 - Present
Merrill Lynch March 2010 - September 2011
Fidelity Investments 1996 - 2010
AT&T New Media Services 1994 - 1996
Digital Equipment Corporation June 1993 - September 1994
Skills
Product Strategy, Product Development, Product Management, Executive Management, Strategy, Mobile Devices, Program Management, Vendor Management, Information Architecture, Content Management, Competitive Analysis, User Interface Design, E-commerce, SEO, Leadership
Education
Babson College 1989 — 1993
BS, Computer Science + Statistical Math
Alfredo Keri's Merrill Lynch Experience January 2010 - April 2010
Job MBA Candidate Class of 2016 at Babson College Franklin W. Olin Graduate School of Business
Industry Consumer Goods
Experience
Corporacion KCP (Savake & Ferretotal) August 2013 - July 2014
British American Tobacco February 2013 - August 2013
British American Tobacco April 2011 - January 2013
British American Tobacco May 2010 - April 2011
Merrill Lynch January 2010 - April 2010
Taxand: Quality Tax Advice, Globally October 2008 - January 2010
Skills
Marketing, Strategic Planning, Management, FMCG, Business Strategy, Trade Marketing, Marketing Management, Project Management, Negotiation, Customer Insight, Brand Management, Sales Management, Sales, Sales Operations, Brand Development, Market Planning, Market Research, Shopper Marketing, Marketing Strategy, Competitive Analysis
Education
Babson College 2014 — 2016
MBA Candidate Class of 2016 at Babson College - Franklin W. Olin Graduate School of Business, Business Administration and Management, General
Universidad Monteavila 2004 — 2009
Bachelor of Laws (LLB)
Instituto Cumbres de Caracas 1990 — 2004
Instituto Cumbres de Caracas
Corporacion KCP (Savake & Ferretotal) August 2013 - July 2014
British American Tobacco February 2013 - August 2013
British American Tobacco April 2011 - January 2013
British American Tobacco May 2010 - April 2011
Merrill Lynch January 2010 - April 2010
Taxand: Quality Tax Advice, Globally October 2008 - January 2010
Skills
Marketing, Strategic Planning, Management, FMCG, Business Strategy, Trade Marketing, Marketing Management, Project Management, Negotiation, Customer Insight, Brand Management, Sales Management, Sales, Sales Operations, Brand Development, Market Planning, Market Research, Shopper Marketing, Marketing Strategy, Competitive Analysis
Education
Babson College 2014 — 2016
MBA Candidate Class of 2016 at Babson College - Franklin W. Olin Graduate School of Business, Business Administration and Management, General
Universidad Monteavila 2004 — 2009
Bachelor of Laws (LLB)
Instituto Cumbres de Caracas 1990 — 2004
Instituto Cumbres de Caracas
Chase Chevalier's Merrill Lynch Experience June 2004 - August 2004
Job Senior Financial Analyst at OMAM Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management) March 2015 - Present
Unidine March 2014 - March 2015
Trust Capital- a Syndicate of Colonial Funding Network January 2013 - February 2014
Babson College August 2011 - May 2013
North Peak Asset Management June 2012 - August 2012
Federated MDT Advisers April 2007 - July 2011
State Street Bank July 2006 - April 2007
Private Consulting Group January 2006 - March 2006
UBS Wealth Management June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Access, Bloomberg, Mutual Funds, Valuation, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Forecasting, Hyperion Essbase, Capital IQ, Process Improvement, Planning Budgeting &..., NetSuite
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters in Business Administration, Corporate Finance
Union College 2002 — 2006
BA, Managerial Economics
OMAM (Old Mutual Asset Management) March 2015 - Present
Unidine March 2014 - March 2015
Trust Capital- a Syndicate of Colonial Funding Network January 2013 - February 2014
Babson College August 2011 - May 2013
North Peak Asset Management June 2012 - August 2012
Federated MDT Advisers April 2007 - July 2011
State Street Bank July 2006 - April 2007
Private Consulting Group January 2006 - March 2006
UBS Wealth Management June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Access, Bloomberg, Mutual Funds, Valuation, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Forecasting, Hyperion Essbase, Capital IQ, Process Improvement, Planning Budgeting &..., NetSuite
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters in Business Administration, Corporate Finance
Union College 2002 — 2006
BA, Managerial Economics
Isabella Giraldo's Merrill Lynch Experience June 2013 - August 2013
Job Staff Valuation and Business Modeling at EY
Industry Financial Services
Experience
EY July 2015 - Present
PTC June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Banco de Occidente June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Windows, Outlook, English, Business Strategy, Spanish, Microsoft Office, Leadership, Financial Analysis, Entrepreneurship, Portuguese, Operations Management
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Summa Cum Laude, Finance and Economics
Colegio Colombo Britanico 1998 — 2011
High School Diploma, Bilingual International Baccalaureate Diploma
EY July 2015 - Present
PTC June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Banco de Occidente June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Windows, Outlook, English, Business Strategy, Spanish, Microsoft Office, Leadership, Financial Analysis, Entrepreneurship, Portuguese, Operations Management
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Summa Cum Laude, Finance and Economics
Colegio Colombo Britanico 1998 — 2011
High School Diploma, Bilingual International Baccalaureate Diploma
Katherine Drew Katherine Drew's Merrill Lynch Experience April 2011 - March 2014
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Merrill Lynch April 2011 - March 2014
Liberty Mutual January 2007 - March 2011
Domini Investments January 2010 - April 2010
College Works Painting February 2001 - December 2001
800.com 1997 - 2001
Skills
Insurance, Life Insurance, Investments, Marketing, Strategic Planning, Sales, Customer Service, Small Business, Strategic Financial..., Retirement Planning, New Business Development, Sales Management, Account Management, Team Building, Budgets, Cold Calling, Business Planning, Business Development, Financial Analysis, Mutual Funds, Entrepreneurship, Risk Management, Salesforce.com, 401k, Strategy, Financial Services, Personal Financial..., Qualified Retirement..., Retirement Benefits, SEP IRA, 401k Rollovers, Non-Qualified, Plan Compliance, Nondiscrimination..., Safe Harbor, Gramm-Leach-Bliley, Residential Mortgages, Commercial Lending, Variable Annuities, Charitable Gift Planning, Trust Services, Leadership, Creative Problem Solving, Listening to customers, Communication Skills, Fixed Annuities, Finance, Competitive Analysis, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Masters in Business
University of Oregon 2003 — 2005
Bachelor of Art, Arts
Wells Fargo Advisors April 2014 - Present
Merrill Lynch April 2011 - March 2014
Liberty Mutual January 2007 - March 2011
Domini Investments January 2010 - April 2010
College Works Painting February 2001 - December 2001
800.com 1997 - 2001
Skills
Insurance, Life Insurance, Investments, Marketing, Strategic Planning, Sales, Customer Service, Small Business, Strategic Financial..., Retirement Planning, New Business Development, Sales Management, Account Management, Team Building, Budgets, Cold Calling, Business Planning, Business Development, Financial Analysis, Mutual Funds, Entrepreneurship, Risk Management, Salesforce.com, 401k, Strategy, Financial Services, Personal Financial..., Qualified Retirement..., Retirement Benefits, SEP IRA, 401k Rollovers, Non-Qualified, Plan Compliance, Nondiscrimination..., Safe Harbor, Gramm-Leach-Bliley, Residential Mortgages, Commercial Lending, Variable Annuities, Charitable Gift Planning, Trust Services, Leadership, Creative Problem Solving, Listening to customers, Communication Skills, Fixed Annuities, Finance, Competitive Analysis, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Masters in Business
University of Oregon 2003 — 2005
Bachelor of Art, Arts
Kaitlyn Smith Kaitlyn Smith's Merrill Lynch Experience September 2012 - December 2012
Job Brand Strategist at ViralGains
Industry Marketing and Advertising
Experience
ViralGains June 2014 - Present
AlterAction June 2014 - August 2014
Babson College 2013 - May 2014
Connelly Partners September 2013 - December 2013
iMedia Exposure May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Babson College September 2011 - December 2012
She's Game Sports May 2012 - September 2012
The Green Briar May 2012 - September 2012
Skills
Social Media, Entrepreneurship, Microsoft Word, Sports, PowerPoint, Leadership, Sarcasm, Baking, Facebook, Social Networking
Education
Babson College 2011 — 2014
Bachelor of Science (B.S.), Business Administration
Bowdoin College 2010 — 2011
ViralGains June 2014 - Present
AlterAction June 2014 - August 2014
Babson College 2013 - May 2014
Connelly Partners September 2013 - December 2013
iMedia Exposure May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Babson College September 2011 - December 2012
She's Game Sports May 2012 - September 2012
The Green Briar May 2012 - September 2012
Skills
Social Media, Entrepreneurship, Microsoft Word, Sports, PowerPoint, Leadership, Sarcasm, Baking, Facebook, Social Networking
Education
Babson College 2011 — 2014
Bachelor of Science (B.S.), Business Administration
Bowdoin College 2010 — 2011
Karan H S Shah's Merrill Lynch Experience November 2011 - December 2011
Job Student at Babson College
Industry Internet
Experience
NextGadget LLC September 2014 - December 2014
Mumbai Angels July 2014 - August 2014
B-Green February 2012 - August 2012
Merrill Lynch November 2011 - December 2011
Jumping Genius July 2011 - October 2011
Cheers Interactive May 2010 - July 2010
Skills
Management, Product Management, User Experience, Wire Framing, HTML, Data Analysis, Business Modeling, Storyboarding, Market Research, Statistics, Matlab, SQL, Pivot Tables, Analysis, Access, PowerPoint, Community Outreach, Microsoft Office, CSS
Education
Babson College 2011 — 2015
Bachelor of Science (BSc) in Management, Entrepreneurship/Entrepreneurial Studies
Dhirubhai Ambani International School 2003 — 2011
IGCSE, IB Diploma
NextGadget LLC September 2014 - December 2014
Mumbai Angels July 2014 - August 2014
B-Green February 2012 - August 2012
Merrill Lynch November 2011 - December 2011
Jumping Genius July 2011 - October 2011
Cheers Interactive May 2010 - July 2010
Skills
Management, Product Management, User Experience, Wire Framing, HTML, Data Analysis, Business Modeling, Storyboarding, Market Research, Statistics, Matlab, SQL, Pivot Tables, Analysis, Access, PowerPoint, Community Outreach, Microsoft Office, CSS
Education
Babson College 2011 — 2015
Bachelor of Science (BSc) in Management, Entrepreneurship/Entrepreneurial Studies
Dhirubhai Ambani International School 2003 — 2011
IGCSE, IB Diploma
Nikolaj Zandvliet's Merrill Lynch Experience September 2012 - December 2012
Job Financial Analyst
Industry Financial Services
Experience
Sony Music Entertainment July 2013 - Present
Merrill Lynch September 2012 - December 2012
IBM May 2012 - August 2012
Education
Babson College 2009 — 2013
Bachelor of Science (B.Sc.), Finance and Entrepreneurship
Shanghai University of Finance and Economics 2012 — 2012
Study Abroad, Finance, Chinese Language
Columbia University in the City of New York 2008 — 2008
Summer Program, Finance and Economics
Sony Music Entertainment July 2013 - Present
Merrill Lynch September 2012 - December 2012
IBM May 2012 - August 2012
Education
Babson College 2009 — 2013
Bachelor of Science (B.Sc.), Finance and Entrepreneurship
Shanghai University of Finance and Economics 2012 — 2012
Study Abroad, Finance, Chinese Language
Columbia University in the City of New York 2008 — 2008
Summer Program, Finance and Economics
Alex Tynell's Merrill Lynch Experience July 2010 - October 2010
Job Domestic Account Coordinator at International Forest Products (IFP)
Industry Higher Education
Experience
International Forest Products (IFP) December 2014 - Present
Real Estate Agent December 2011 - Present
Landscaping May 2001 - Present
Babson College June 2011 - May 2014
Merrill Lynch July 2010 - October 2010
Bad Fish Outfitters 2008 - 2010
Pondscapes Garden Center May 2008 - September 2009
Skills
Economics, Marketing, Entrepreneurship, Business Management, Social Media Marketing, Landscaping, Customer Service, Retail, Sales
Education
Babson College 2010 — 2014
Bachelor's Degree
Avon Old Farms School 2006 — 2010
International Forest Products (IFP) December 2014 - Present
Real Estate Agent December 2011 - Present
Landscaping May 2001 - Present
Babson College June 2011 - May 2014
Merrill Lynch July 2010 - October 2010
Bad Fish Outfitters 2008 - 2010
Pondscapes Garden Center May 2008 - September 2009
Skills
Economics, Marketing, Entrepreneurship, Business Management, Social Media Marketing, Landscaping, Customer Service, Retail, Sales
Education
Babson College 2010 — 2014
Bachelor's Degree
Avon Old Farms School 2006 — 2010
Malcolm Boyd's Merrill Lynch Experience September 2010 - December 2010
Job Operations Analyst at New York University
Industry Financial Services
Experience
New York University May 2014 - Present
Morgan Stanley April 2011 - May 2014
Merrill Lynch September 2010 - December 2010
Atlas Venture Inc June 2010 - September 2010
Skills
Corporate Finance, Macroeconomics, Investments, Financial Modeling, Finance, Financial Markets, Financial Analysis, Bloomberg, Economics, Equities, Capital Markets, Microsoft Word
Education
Babson College 2007 — 2010
Bachelor of Science, Business Management; Finance
Cardigan Mt.
Cardigan Mt.
New York University May 2014 - Present
Morgan Stanley April 2011 - May 2014
Merrill Lynch September 2010 - December 2010
Atlas Venture Inc June 2010 - September 2010
Skills
Corporate Finance, Macroeconomics, Investments, Financial Modeling, Finance, Financial Markets, Financial Analysis, Bloomberg, Economics, Equities, Capital Markets, Microsoft Word
Education
Babson College 2007 — 2010
Bachelor of Science, Business Management; Finance
Cardigan Mt.
Cardigan Mt.
Isaiah Davis's Merrill Lynch Experience May 2005 - January 2012
Job Sales Director at EIS Group LTD
Industry Financial Services
Experience
EIS Group Ltd May 2015 - Present
Game Time Training January 2011 - Present
Cammack Retirement Group January 2012 - May 2015
Merrill Lynch May 2005 - January 2012
Sovereign Bank February 2009 - August 2009
Merrill Lynch May 2005 - December 2008
Special Olympics Massachusetts April 2007 - May 2007
Skills
Series 7, Health Insurance, Licensing, Life Insurance, Uniform Combined State..., Investments, Financial Services, Executive Pay, 401k, Mutual Funds, Employee Benefits, Retirement, Strategic Financial..., Relationship Management, Asset Allocation, Business Development, Finance, Financial Advisory, Financial Planning, Series 6, Strategy
Education
Babson College 2004 — 2008
BS, Business Management, Marketing
providence country day
EIS Group Ltd May 2015 - Present
Game Time Training January 2011 - Present
Cammack Retirement Group January 2012 - May 2015
Merrill Lynch May 2005 - January 2012
Sovereign Bank February 2009 - August 2009
Merrill Lynch May 2005 - December 2008
Special Olympics Massachusetts April 2007 - May 2007
Skills
Series 7, Health Insurance, Licensing, Life Insurance, Uniform Combined State..., Investments, Financial Services, Executive Pay, 401k, Mutual Funds, Employee Benefits, Retirement, Strategic Financial..., Relationship Management, Asset Allocation, Business Development, Finance, Financial Advisory, Financial Planning, Series 6, Strategy
Education
Babson College 2004 — 2008
BS, Business Management, Marketing
providence country day
Lena Wu Lena Wu's Merrill Lynch Experience June 2014 - August 2014
Job Advisory Intern ▪ Entrepreneur
Industry Accounting
Experience
Babson College Media Services May 2015 - Present
PwC June 2015 - August 2015
Honeybrains, LLC February 2014 - June 2015
Babson College Department of Institutional Research September 2012 - May 2015
Merrill Lynch June 2014 - August 2014
Teen Entrepreneur Boot Camp September 2010 - August 2014
Brooklyn Bridge Garden Bar August 2013 - September 2013
Bouissou Enterprises, LLC May 2013 - August 2013
CollegeConnect December 2012 - April 2013
Peter Marino Architect February 2012 - October 2012
Skills
Editing, PowerPoint, Social Media, Microsoft Office, Research, Nonprofits, Leadership, Adobe Photoshop CS6, Canon DSLR, Final Cut Pro, QuickBooks, Marketing, Photoshop, Entrepreneurship, Management, Blogging, HTML, Microsoft Excel, Event Planning, Microsoft Word
Education
Babson College 2012 — 2016
Bachelor of Science (BSc) in Business Management, Accounting and Related Services
HBX Harvard Business School 2014 — 2014
CORe: Credential of Readiness, Pass with High Honors
The Hong Kong Polytechnic University 2014 — 2014
Semester Abroad, Finance and Economics
Stuyvesant High School 2008 — 2012
High School Diploma, 3.7
Babson College Media Services May 2015 - Present
PwC June 2015 - August 2015
Honeybrains, LLC February 2014 - June 2015
Babson College Department of Institutional Research September 2012 - May 2015
Merrill Lynch June 2014 - August 2014
Teen Entrepreneur Boot Camp September 2010 - August 2014
Brooklyn Bridge Garden Bar August 2013 - September 2013
Bouissou Enterprises, LLC May 2013 - August 2013
CollegeConnect December 2012 - April 2013
Peter Marino Architect February 2012 - October 2012
Skills
Editing, PowerPoint, Social Media, Microsoft Office, Research, Nonprofits, Leadership, Adobe Photoshop CS6, Canon DSLR, Final Cut Pro, QuickBooks, Marketing, Photoshop, Entrepreneurship, Management, Blogging, HTML, Microsoft Excel, Event Planning, Microsoft Word
Education
Babson College 2012 — 2016
Bachelor of Science (BSc) in Business Management, Accounting and Related Services
HBX Harvard Business School 2014 — 2014
CORe: Credential of Readiness, Pass with High Honors
The Hong Kong Polytechnic University 2014 — 2014
Semester Abroad, Finance and Economics
Stuyvesant High School 2008 — 2012
High School Diploma, 3.7
Vincent Daranyi's Merrill Lynch Experience May 2004 - April 2009
Job Entrepreneur
Industry Internet
Experience
TaCerto.com February 2011 - November 2014
Undisclosed February 2011 - April 2011
Dafiti October 2010 - January 2011
ADESTE Group May 2009 - May 2010
Merrill Lynch May 2004 - April 2009
JPMorgan 2001 - April 2004
Accenture March 2000 - May 2000
Deutsche Bank February 1999 - April 1999
Skills
Entrepreneurship, Start-ups, Mergers & Acquisitions, Venture Capital, Corporate Finance, Business Strategy, E-commerce, Mergers, Financial Modeling, Emerging Markets, Strategic Planning, Business Planning, Investment Banking, Private Equity, Financial Analysis, Investments, Strategy, Corporate Development, Valuation, Market Research, Financial Services, Angel Investing, Due Diligence, Strategic Partnerships, Strategic Consulting, Management Consulting, M&A experience, Capital Markets, Web Development, JavaScript, Node.js, MongoDB, AngularJS
Education
Fullstack Academy 2014 — 2015
Fullstack Javascript Web Development
Singularity University 2010 — 2010
Graduate Program in exponential technologies and their applications
Wharton School, Univ. of Pennsylvania 2005 — 2005
Executive Education, Finance
University of St. Gallen (HSG) 1997 — 2001
MBA, Business, Finance and Capital Markets
Babson College 2000 — 2000
MBA Exchange Program, Finance, Entrepreneurship
TaCerto.com February 2011 - November 2014
Undisclosed February 2011 - April 2011
Dafiti October 2010 - January 2011
ADESTE Group May 2009 - May 2010
Merrill Lynch May 2004 - April 2009
JPMorgan 2001 - April 2004
Accenture March 2000 - May 2000
Deutsche Bank February 1999 - April 1999
Skills
Entrepreneurship, Start-ups, Mergers & Acquisitions, Venture Capital, Corporate Finance, Business Strategy, E-commerce, Mergers, Financial Modeling, Emerging Markets, Strategic Planning, Business Planning, Investment Banking, Private Equity, Financial Analysis, Investments, Strategy, Corporate Development, Valuation, Market Research, Financial Services, Angel Investing, Due Diligence, Strategic Partnerships, Strategic Consulting, Management Consulting, M&A experience, Capital Markets, Web Development, JavaScript, Node.js, MongoDB, AngularJS
Education
Fullstack Academy 2014 — 2015
Fullstack Javascript Web Development
Singularity University 2010 — 2010
Graduate Program in exponential technologies and their applications
Wharton School, Univ. of Pennsylvania 2005 — 2005
Executive Education, Finance
University of St. Gallen (HSG) 1997 — 2001
MBA, Business, Finance and Capital Markets
Babson College 2000 — 2000
MBA Exchange Program, Finance, Entrepreneurship
Joshua R. Roberts's Merrill Lynch Experience January 2006 - September 2006
Job Research Associate
Industry Venture Capital & Private Equity
Experience
Investor Group Services (IGS) May 2014 - Present
50 Eggs Films August 2012 - February 2013
Paradigm Talent Agency April 2010 - April 2012
William Morris Endeavor Entertainment April 2009 - April 2010
Sony Pictures Entertainment May 2008 - March 2009
Merrill Lynch January 2006 - September 2006
The Kessler Group January 2003 - December 2005
Skills
Television, Advertising, Digital Marketing, Social Media, Film, Outlook, Microsoft Word, PowerPoint, Agents, Microsoft Excel, Public Relations, Film Production, People Skills, Management, Video Production, Broadcast Television, Social Networking, Social Media Marketing, Excel, Word, Television Production, Facebook, Entertainment, Marketing, New Media, Research, Entrepreneurship, Market Research, Competitive Analysis, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Entrepreneurship
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Deerfield Academy 1997 — 1999
Berwick Academy 1995 — 1997
Investor Group Services (IGS) May 2014 - Present
50 Eggs Films August 2012 - February 2013
Paradigm Talent Agency April 2010 - April 2012
William Morris Endeavor Entertainment April 2009 - April 2010
Sony Pictures Entertainment May 2008 - March 2009
Merrill Lynch January 2006 - September 2006
The Kessler Group January 2003 - December 2005
Skills
Television, Advertising, Digital Marketing, Social Media, Film, Outlook, Microsoft Word, PowerPoint, Agents, Microsoft Excel, Public Relations, Film Production, People Skills, Management, Video Production, Broadcast Television, Social Networking, Social Media Marketing, Excel, Word, Television Production, Facebook, Entertainment, Marketing, New Media, Research, Entrepreneurship, Market Research, Competitive Analysis, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Entrepreneurship
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Deerfield Academy 1997 — 1999
Berwick Academy 1995 — 1997
Sarah Christie's Merrill Lynch Experience June 2013 - December 2014
Job Associate, Finance Leadership Development Program at Boston Scientific
Industry Financial Services
Experience
Boston Scientific June 2015 - Present
Babson College Phonathon November 2011 - May 2015
Merrill Lynch June 2013 - December 2014
Zeta Alpha Chapter of Kappa Kappa Gamma November 2012 - December 2013
Babson Rwanda Entrepreneurship Center (BREC) May 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Market Research, Time Management, Interpersonal Skill, Organizational..., Corporate Events, Advertising, Analytics, Customer Service, Brand Development, Competitive Analysis, Public Speaking, Billhighway
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Marketing
North Smithfield High School 2008 — 2011
High School Diploma
Boston Scientific June 2015 - Present
Babson College Phonathon November 2011 - May 2015
Merrill Lynch June 2013 - December 2014
Zeta Alpha Chapter of Kappa Kappa Gamma November 2012 - December 2013
Babson Rwanda Entrepreneurship Center (BREC) May 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Market Research, Time Management, Interpersonal Skill, Organizational..., Corporate Events, Advertising, Analytics, Customer Service, Brand Development, Competitive Analysis, Public Speaking, Billhighway
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Finance and Marketing
North Smithfield High School 2008 — 2011
High School Diploma
Jessica Chang Jessica Chang's Merrill Lynch Experience 2008 - 2008
Job Venture Capital/Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Fidelity Investments July 2012 - November 2014
Putnam Investments 2008 - 2009
AXA Advisors August 2006 - June 2008
Merrill Lynch 2008 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship, Global Management
National Taiwan Normal University 2009 — 2010
Mandarin
Southern Methodist University - Cox School of Business 2002 — 2006
BBA / BA, Business (Finance) / Music (Piano)
Fidelity Investments July 2012 - November 2014
Putnam Investments 2008 - 2009
AXA Advisors August 2006 - June 2008
Merrill Lynch 2008 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship, Global Management
National Taiwan Normal University 2009 — 2010
Mandarin
Southern Methodist University - Cox School of Business 2002 — 2006
BBA / BA, Business (Finance) / Music (Piano)
Mark Gertzof's Merrill Lynch Experience 2002 - 2008
Job Managing Director at Direct Lending Group
Industry Banking
Experience
The TCW Group September 2013 - Present
Monroe Credit Advisors LLC June 2009 - August 2013
Merrill Lynch Capital July 2002 - February 2008
Merrill Lynch 2002 - 2008
Fleet Capital July 1999 - July 2002
BankBoston Business Credit 1995 - 1999
BankBoston 1989 - 1999
Skills
Corporate Finance, Capital Markets, Financial Modeling, Credit, Private Equity, Portfolio Management, Due Diligence, Banking, Middle Market, Financial Services, Leveraged Finance, Restructuring, Underwriting, Finance, Asset Based Lending, Loans
Education
Babson College 1985 — 1989
BS, Finance & Investments
The TCW Group September 2013 - Present
Monroe Credit Advisors LLC June 2009 - August 2013
Merrill Lynch Capital July 2002 - February 2008
Merrill Lynch 2002 - 2008
Fleet Capital July 1999 - July 2002
BankBoston Business Credit 1995 - 1999
BankBoston 1989 - 1999
Skills
Corporate Finance, Capital Markets, Financial Modeling, Credit, Private Equity, Portfolio Management, Due Diligence, Banking, Middle Market, Financial Services, Leveraged Finance, Restructuring, Underwriting, Finance, Asset Based Lending, Loans
Education
Babson College 1985 — 1989
BS, Finance & Investments
Walter G. Murphy, Jr.'s Merrill Lynch Experience 1984 - January 2009
Job Investment Strategist
Industry Financial Services
Experience
Walter Murphy Global Advisors, LLC January 2009 - Present
Merrill Lynch 1984 - January 2009
Standard & Poor's 1977 - 1984
Skills
Equities, Technical Analysis, Equity Research, Cycle, Investment Strategies, Trading, Financial Markets, Portfolio Management, Commodity, Investments, Options, Trading Systems, Bloomberg, Capital Markets, Fixed Income, Currency, Investment Advisory, Equity Trading, Securities, Private Equity, FX trading, Series 63, ETFs, FX Options, Foreign Exchange, Equity Derivatives, Financial Modeling, Proprietary Trading, Investment Banking, Equity Valuation, Wealth Management, Hedging, Electronic Trading, FINRA, Emerging Markets, Investment Management, Financial Advisory, Bonds, Quantitative Analytics, Mutual Funds, Structured Products, Valuation, Trading Strategies
Education
Babson College 1975 — 1976
MBA, Finance
College of the Holy Cross 1967 — 1971
BA, Political Science
Walter Murphy Global Advisors, LLC January 2009 - Present
Merrill Lynch 1984 - January 2009
Standard & Poor's 1977 - 1984
Skills
Equities, Technical Analysis, Equity Research, Cycle, Investment Strategies, Trading, Financial Markets, Portfolio Management, Commodity, Investments, Options, Trading Systems, Bloomberg, Capital Markets, Fixed Income, Currency, Investment Advisory, Equity Trading, Securities, Private Equity, FX trading, Series 63, ETFs, FX Options, Foreign Exchange, Equity Derivatives, Financial Modeling, Proprietary Trading, Investment Banking, Equity Valuation, Wealth Management, Hedging, Electronic Trading, FINRA, Emerging Markets, Investment Management, Financial Advisory, Bonds, Quantitative Analytics, Mutual Funds, Structured Products, Valuation, Trading Strategies
Education
Babson College 1975 — 1976
MBA, Finance
College of the Holy Cross 1967 — 1971
BA, Political Science
Evan Warwick's Merrill Lynch Experience 1999 - 1999
Job Senior Vice President | Kansas City
Industry Real Estate
Experience
Colliers International January 2001 - Present
Cintas January 2000 - November 2000
Merrill Lynch 1999 - 1999
Education
Baker University 1995 — 1999
Business Management
Colliers International January 2001 - Present
Cintas January 2000 - November 2000
Merrill Lynch 1999 - 1999
Education
Baker University 1995 — 1999
Business Management
Anna Harper Montes Anna Harper Montes's Merrill Lynch Experience June 2013 - August 2013
Job Student at Babson College
Industry
Experience
Permal Group June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
LA INNOVACION May 2012 - June 2012
Skills
Microsoft Excel, Economics, PowerPoint, Microsoft Office, Research, Financial Analysis, Microsoft Word, Financial Modeling, Spanish, Bloomberg, Teamwork, Valuation, Bloomberg Terminal, Data Analysis, Mandarin, English, Corporate Finance, Public Speaking, Social Media, Customer Service
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Finance & Entrepreneurship
East China Normal University 2013 — 2013
Fall Semester of Junior Year
Carol Morgan School 1997 — 2011
Permal Group June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
LA INNOVACION May 2012 - June 2012
Skills
Microsoft Excel, Economics, PowerPoint, Microsoft Office, Research, Financial Analysis, Microsoft Word, Financial Modeling, Spanish, Bloomberg, Teamwork, Valuation, Bloomberg Terminal, Data Analysis, Mandarin, English, Corporate Finance, Public Speaking, Social Media, Customer Service
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Finance & Entrepreneurship
East China Normal University 2013 — 2013
Fall Semester of Junior Year
Carol Morgan School 1997 — 2011
Darren Gray, CFP®'s Merrill Lynch Experience 1999 - 2003
Job Financial Advisor at Freedom Peak Financial
Industry Investment Management
Experience
Freedom Peak Financial, Inc. May 2015 - Present
Prism Financial Group February 2005 - May 2015
First Tier Financial 2003 - 2005
Merrill Lynch 1999 - 2003
Skills
Certified Financial..., Wealth Management, Asset Management, Investment Advisory, Investments, Retirement Planning, Retirement
Education
College for Financial Planning - AAMS®
AAMS®, Accredited Asset Management Specialist
The American College of Financial Services
CFP® Certification curriculum
Baker University
Bachelor of Business Administration (B.B.A.)
Richmond High School
Freedom Peak Financial, Inc. May 2015 - Present
Prism Financial Group February 2005 - May 2015
First Tier Financial 2003 - 2005
Merrill Lynch 1999 - 2003
Skills
Certified Financial..., Wealth Management, Asset Management, Investment Advisory, Investments, Retirement Planning, Retirement
Education
College for Financial Planning - AAMS®
AAMS®, Accredited Asset Management Specialist
The American College of Financial Services
CFP® Certification curriculum
Baker University
Bachelor of Business Administration (B.B.A.)
Richmond High School
Eduardo Laiter's Merrill Lynch Experience July 2011 - August 2011
Job Account Executive at FOMLA15
Industry Internet
Experience
Virool January 2015 - Present
Applauze App September 2014 - November 2014
Merrill Lynch July 2011 - August 2011
Marvel Studios June 2011 - July 2011
Foldtastic January 2011 - April 2011
KIND June 2009 - July 2009
Skills
Entrepreneurship, Leadership, Public Speaking, Microsoft Excel, Fluent Spanish, PowerPoint, Data Analysis, Social Networking, Social Media, Business Development, Marketing Strategy, Microsoft Office, Word, Marketing, Strategy, Market Research, Social Media Marketing, Account Management, Customer Relations, Customer Service, Management, CRM, Consulting, Strategic Planning, Sales, Research, Business Strategy, Advertising, Digital Marketing, Project Management, Online Marketing
Education
Babson College
Bachelor of Science, Business Management
Syracuse University in Florence
Renaissance Architecture and Urbanism
Virool January 2015 - Present
Applauze App September 2014 - November 2014
Merrill Lynch July 2011 - August 2011
Marvel Studios June 2011 - July 2011
Foldtastic January 2011 - April 2011
KIND June 2009 - July 2009
Skills
Entrepreneurship, Leadership, Public Speaking, Microsoft Excel, Fluent Spanish, PowerPoint, Data Analysis, Social Networking, Social Media, Business Development, Marketing Strategy, Microsoft Office, Word, Marketing, Strategy, Market Research, Social Media Marketing, Account Management, Customer Relations, Customer Service, Management, CRM, Consulting, Strategic Planning, Sales, Research, Business Strategy, Advertising, Digital Marketing, Project Management, Online Marketing
Education
Babson College
Bachelor of Science, Business Management
Syracuse University in Florence
Renaissance Architecture and Urbanism
Bill Campbell's Merrill Lynch Experience 1993 - 1995
Job Sales Director at ITD Corporation
Industry Medical Devices
Experience
ITD Corporation February 2015 - Present
Sales & Marketing Consultant - I.M.S. LLC October 2014 - February 2015
VP Sales and Marketing - Centrix Inc. October 2011 - October 2014
Director of Sales - Centrix, Inc. 2006 - October 2011
Director of Sales & Marketing - Suncor Stainless 2003 - 2006
Highland Sports Management 1995 - 2003
Merrill Lynch 1993 - 1995
Skills
Sales Management, Marketing Strategy, Sales, Direct Sales, New Business Development, Product Management, Sales Operations, Business Strategy, Marketing Management, Product Launch, Medical Devices, Sales Rep Training, Sales Growth, Talent Acquisition, Global Sales, Leading Change, Strategic Planning, Business Development, Account Management, Product Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Entrepreneurial Studies
Boston University Questrom School of Business
BSBA, Business Administration
CFA Institute
CFA Candidate, Financial Analysis, Statistical Modeling, Investment Theory
ITD Corporation February 2015 - Present
Sales & Marketing Consultant - I.M.S. LLC October 2014 - February 2015
VP Sales and Marketing - Centrix Inc. October 2011 - October 2014
Director of Sales - Centrix, Inc. 2006 - October 2011
Director of Sales & Marketing - Suncor Stainless 2003 - 2006
Highland Sports Management 1995 - 2003
Merrill Lynch 1993 - 1995
Skills
Sales Management, Marketing Strategy, Sales, Direct Sales, New Business Development, Product Management, Sales Operations, Business Strategy, Marketing Management, Product Launch, Medical Devices, Sales Rep Training, Sales Growth, Talent Acquisition, Global Sales, Leading Change, Strategic Planning, Business Development, Account Management, Product Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Entrepreneurial Studies
Boston University Questrom School of Business
BSBA, Business Administration
CFA Institute
CFA Candidate, Financial Analysis, Statistical Modeling, Investment Theory
Vladimir Lerner's Merrill Lynch Experience 1999 - 2000
Job CEO at Best Massage International
Industry Health, Wellness and Fitness
Experience
Best Massage International April 2010 - Present
Perfect Symmetry April 2010 - Present
LA Boxing Franchise Corporation September 2006 - December 2010
VidaRx.com May 2005 - June 2007
Capital Internet March 2000 - June 2005
Merrill Lynch 1999 - 2000
Skills
Massage Therapy, Strength Training, Website Management
Education
Babson College 1993 — 1997
Bachelor of Science, Finance & Investments
pikesville high school 1991 — 1993
High School Diploma, everything
Best Massage International April 2010 - Present
Perfect Symmetry April 2010 - Present
LA Boxing Franchise Corporation September 2006 - December 2010
VidaRx.com May 2005 - June 2007
Capital Internet March 2000 - June 2005
Merrill Lynch 1999 - 2000
Skills
Massage Therapy, Strength Training, Website Management
Education
Babson College 1993 — 1997
Bachelor of Science, Finance & Investments
pikesville high school 1991 — 1993
High School Diploma, everything
Mimi Cai Mimi Cai's Merrill Lynch Experience June 2008 - August 2008
Job Associate, Client Services at Quid
Industry Financial Services
Experience
Quid August 2013 - Present
Quid April 2011 - August 2013
Republic Clothing October 2010 - December 2010
CAST May 2010 - August 2010
Alephan Clothing Co., Ltd January 2010 - April 2010
Ipseite.com September 2009 - December 2009
Beijing Cafe May 2002 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Data Entry, Data Mining, Data Analysis, Chinese, SQL, Microsoft Excel, Management, Strategy, Analysis, Entrepreneurship, Business Strategy, Market Research, Consulting, Marketing, Financial Analysis, Leadership, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Master of Science in Management, Entrepreneurship
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration, Finance
Boston Latin School
EM Lyon
Zhejiang University
Quid August 2013 - Present
Quid April 2011 - August 2013
Republic Clothing October 2010 - December 2010
CAST May 2010 - August 2010
Alephan Clothing Co., Ltd January 2010 - April 2010
Ipseite.com September 2009 - December 2009
Beijing Cafe May 2002 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Data Entry, Data Mining, Data Analysis, Chinese, SQL, Microsoft Excel, Management, Strategy, Analysis, Entrepreneurship, Business Strategy, Market Research, Consulting, Marketing, Financial Analysis, Leadership, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Master of Science in Management, Entrepreneurship
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration, Finance
Boston Latin School
EM Lyon
Zhejiang University
David Ragins David Ragins's Merrill Lynch Experience July 1999 - February 2001
Job Managing Director, Clarion Capital Partners
Industry Venture Capital & Private Equity
Experience
Clarion Capital Partners, LLC February 2006 - Present
School of Management at the University of Alaska Fairbanks July 2012 - Present
ProjectExplorer.org June 2011 - August 2014
Seaport Capital February 2001 - February 2006
Merrill Lynch July 1999 - February 2001
Banc of America Securities July 1994 - June 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Babson College 1990 — 1994
BS, Finance
Clarion Capital Partners, LLC February 2006 - Present
School of Management at the University of Alaska Fairbanks July 2012 - Present
ProjectExplorer.org June 2011 - August 2014
Seaport Capital February 2001 - February 2006
Merrill Lynch July 1999 - February 2001
Banc of America Securities July 1994 - June 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Babson College 1990 — 1994
BS, Finance
Liv Mora's Merrill Lynch Experience May 2001 - August 2001
Job Founder & VP of Marketing, MediaSoul
Industry Marketing and Advertising
Experience
Dorchester House Multi Service Center June 2009 - August 2011
MediaSoul March 2004 - December 2009
Babson College ITSD August 2002 - May 2003
ACCION International January 2002 - August 2002
Babson College August 2001 - December 2001
Merrill Lynch May 2001 - August 2001
UCG August 2000 - May 2001
The Chase Manhattan Bank May 2000 - August 2000
Skills
SEO, Email Marketing, Social Networking, Copywriting, Research, Web Design, Management, Social Media, Advertising, Marketing Strategy, PowerPoint, Integrated Marketing
Education
Babson College 1999 — 2003
Bachelor of Science in Business, Marketing / Strategy
Crenshaw Highly Gifted Magnet
HS Diploma, College Prep
Dorchester House Multi Service Center June 2009 - August 2011
MediaSoul March 2004 - December 2009
Babson College ITSD August 2002 - May 2003
ACCION International January 2002 - August 2002
Babson College August 2001 - December 2001
Merrill Lynch May 2001 - August 2001
UCG August 2000 - May 2001
The Chase Manhattan Bank May 2000 - August 2000
Skills
SEO, Email Marketing, Social Networking, Copywriting, Research, Web Design, Management, Social Media, Advertising, Marketing Strategy, PowerPoint, Integrated Marketing
Education
Babson College 1999 — 2003
Bachelor of Science in Business, Marketing / Strategy
Crenshaw Highly Gifted Magnet
HS Diploma, College Prep
Kevin McGill Kevin McGill's Merrill Lynch Experience February 2010 - September 2011
Job Director, IT Operations & Service Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
Merrill Lynch February 2010 - September 2011
Citizens Bank August 2009 - February 2010
Fidelity Investments October 1997 - December 2008
Putnam Investments January 1996 - September 1997
Skills
Agile Project Management, Management, Project Management, Leadership, Business Process, Process Improvement, Risk Management, Financial Services, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Marketing
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
TIAA-CREF October 2011 - Present
Merrill Lynch February 2010 - September 2011
Citizens Bank August 2009 - February 2010
Fidelity Investments October 1997 - December 2008
Putnam Investments January 1996 - September 1997
Skills
Agile Project Management, Management, Project Management, Leadership, Business Process, Process Improvement, Risk Management, Financial Services, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Marketing
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
Brian Tempel's Merrill Lynch Experience February 2011 - September 2012
Job Residential Sales Associate at Gibson Sotheby's International Realty
Industry Real Estate
Experience
Gibson Sotheby's International Realty May 2014 - Present
Coda Development September 2012 - Present
Merrill Lynch February 2011 - September 2012
Prime Parking Solutions, LLC February 2006 - July 2010
Louis Boston 1999 - 2005
Skills
Strategic Financial..., Wealth Management, Marketing, Mutual Funds, Investments, Entrepreneurship, Series 7, Financial Analysis, Retirement Planning, Asset Management, Due Diligence, Bloomberg, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Entrepreneurial Studies
Pepperdine University 1995 — 1999
Bachelor's degree, Advertising
Gibson Sotheby's International Realty May 2014 - Present
Coda Development September 2012 - Present
Merrill Lynch February 2011 - September 2012
Prime Parking Solutions, LLC February 2006 - July 2010
Louis Boston 1999 - 2005
Skills
Strategic Financial..., Wealth Management, Marketing, Mutual Funds, Investments, Entrepreneurship, Series 7, Financial Analysis, Retirement Planning, Asset Management, Due Diligence, Bloomberg, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Entrepreneurial Studies
Pepperdine University 1995 — 1999
Bachelor's degree, Advertising
Dannielle Beaupré's Merrill Lynch Experience December 1993 - February 1996
Job Senior gotomarket strategist and marketing executive
Industry Computer Software
Experience
Siemens PLM Software October 2012 - Present
VISTAGY, Inc. October 1996 - October 2012
Merrill Lynch December 1993 - February 1996
Digital Equipment Corporation July 1993 - December 1993
Skills
Product Lifecycle..., Marketing, Start-ups, Product Management, Integrated Marketing, Product Marketing, Social Media Marketing, CAD, Management, Go-to-market Strategy, Public Relations, Marketing Communications, Lead Generation, Product Launch, Strategy, Leadership, Marketing Strategy, Strategic Partnerships, Demand Generation
Education
Babson College 1989 — 1993
Bachelor of Science, Marketing
Brunswick High School 1985 — 1989
Siemens PLM Software October 2012 - Present
VISTAGY, Inc. October 1996 - October 2012
Merrill Lynch December 1993 - February 1996
Digital Equipment Corporation July 1993 - December 1993
Skills
Product Lifecycle..., Marketing, Start-ups, Product Management, Integrated Marketing, Product Marketing, Social Media Marketing, CAD, Management, Go-to-market Strategy, Public Relations, Marketing Communications, Lead Generation, Product Launch, Strategy, Leadership, Marketing Strategy, Strategic Partnerships, Demand Generation
Education
Babson College 1989 — 1993
Bachelor of Science, Marketing
Brunswick High School 1985 — 1989
Alexander Karsos's Merrill Lynch Experience June 2008 - August 2008
Job VP of Producer Success at ladder.fit
Industry Health, Wellness and Fitness
Experience
ladder.fit June 2015 - Present
Game Plan Holdings, Inc January 2013 - June 2015
GI Nutrition December 2008 - January 2013
Merrill Lynch June 2008 - August 2008
Skills
Entrepreneurship, Sports, Fitness, Athletics, Personal Training, Supplements, Marketing, Social Media, Nutrition, Social Networking, Wellness, Social Media Marketing, Coaching, Small Business, Start-ups
Education
Babson College 2005 — 2009
BS in Business Managament, Entrepreneurship & Strategic Management
ladder.fit June 2015 - Present
Game Plan Holdings, Inc January 2013 - June 2015
GI Nutrition December 2008 - January 2013
Merrill Lynch June 2008 - August 2008
Skills
Entrepreneurship, Sports, Fitness, Athletics, Personal Training, Supplements, Marketing, Social Media, Nutrition, Social Networking, Wellness, Social Media Marketing, Coaching, Small Business, Start-ups
Education
Babson College 2005 — 2009
BS in Business Managament, Entrepreneurship & Strategic Management
Matthew Fischer's Merrill Lynch Experience 1995 - 1999
Job Managing Director
Industry Capital Markets
Experience
DV Trading May 2015 - Present
BlackRock September 2013 - April 2015
CLSA April 2009 - July 2013
Deutsche Bank April 2007 - April 2009
Prudential Equity Group 2001 - 2007
Independent Research Group, LLC 2004 - 2005
Merrill Lynch 1995 - 1999
Skills
Investment Banking, Business Strategy, Equity Research, Investments, Financial Modeling, Fundamental Analysis, Written & Oral..., Asset Management, Alternative Investments, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Investment Management
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (BA), Economics
DV Trading May 2015 - Present
BlackRock September 2013 - April 2015
CLSA April 2009 - July 2013
Deutsche Bank April 2007 - April 2009
Prudential Equity Group 2001 - 2007
Independent Research Group, LLC 2004 - 2005
Merrill Lynch 1995 - 1999
Skills
Investment Banking, Business Strategy, Equity Research, Investments, Financial Modeling, Fundamental Analysis, Written & Oral..., Asset Management, Alternative Investments, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Investment Management
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (BA), Economics
Ajay Uppaluri Ajay Uppaluri's Merrill Lynch Experience June 2007 - August 2007
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Gibraltar Private Bank & Trust October 2011 - June 2012
Gibraltar Private Bank & Trust June 2009 - September 2011
Republic Federal Bank June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Infolink June 2006 - August 2006
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Risk Management, Asset Allocation, Asset Managment, Loans, Asset Management, Wealth Management, Underwriting, Mutual Funds, Banking, Financial Modeling, Credit, Finance, Financial Structuring, Due Diligence, Corporate Finance, Investments, Fixed Income, Treasury Management, Cash Management, Commercial Banking, Financial Risk, Credit Risk
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Strategy, Finance
Babson College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Strategic Management
Ransom Everglades
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Gibraltar Private Bank & Trust October 2011 - June 2012
Gibraltar Private Bank & Trust June 2009 - September 2011
Republic Federal Bank June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Infolink June 2006 - August 2006
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Risk Management, Asset Allocation, Asset Managment, Loans, Asset Management, Wealth Management, Underwriting, Mutual Funds, Banking, Financial Modeling, Credit, Finance, Financial Structuring, Due Diligence, Corporate Finance, Investments, Fixed Income, Treasury Management, Cash Management, Commercial Banking, Financial Risk, Credit Risk
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Strategy, Finance
Babson College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Strategic Management
Ransom Everglades
Carson McCaw, CFP(R), CIMA(R), CPWA(R), CRPC(R)'s Merrill Lynch Experience October 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
JPMorgan Chase December 1999 - October 2005
Skills
Financial Modeling, Strategic Financial..., Series 63, Mutual Funds, Asset Management, Investments, Equities, Estate Planning, Asset Allocation, Wealth Management, Retirement Planning, Management, Alternative Investments, Portfolio Management, Series 7, Finance, Investment Advisory, Securities, Financial Advisory, Private Equity, Fixed Income
Education
University of Indianapolis - School of Business 1996 — 1999
BS, Finance / Economics
Babson College 1995 — 1996
Finance / Economics
Brebeuf
Merrill Lynch October 2005 - Present
JPMorgan Chase December 1999 - October 2005
Skills
Financial Modeling, Strategic Financial..., Series 63, Mutual Funds, Asset Management, Investments, Equities, Estate Planning, Asset Allocation, Wealth Management, Retirement Planning, Management, Alternative Investments, Portfolio Management, Series 7, Finance, Investment Advisory, Securities, Financial Advisory, Private Equity, Fixed Income
Education
University of Indianapolis - School of Business 1996 — 1999
BS, Finance / Economics
Babson College 1995 — 1996
Finance / Economics
Brebeuf
Javier Chacin's Merrill Lynch Experience June 2014 - August 2014
Job Underwriting Analyst at CBRE
Industry Capital Markets
Experience
CBRE August 2015 - Present
Merrill Lynch June 2014 - August 2014
SuperTiendas Enne C.A July 2012 - August 2012
Gummy Keys January 2012 - May 2012
Skills
Bloomberg, Microsoft Office, Financial Analysis, Teamwork, Public Speaking, Customer Relations, Economics, Entrepreneurship, Team Leadership, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Social Media, Spanish
Education
Babson College 2011 — 2015
Bachelor of Science, Business Management; Finance, Economics
Escuela Bella Vista 2004 — 2011
High School and International Baccalaureate Diploma, High School/Secondary Diplomas and Certificates
Education First Language School 2013 — 2013
B1 Proficiency Diploma, Italian
CBRE August 2015 - Present
Merrill Lynch June 2014 - August 2014
SuperTiendas Enne C.A July 2012 - August 2012
Gummy Keys January 2012 - May 2012
Skills
Bloomberg, Microsoft Office, Financial Analysis, Teamwork, Public Speaking, Customer Relations, Economics, Entrepreneurship, Team Leadership, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Social Media, Spanish
Education
Babson College 2011 — 2015
Bachelor of Science, Business Management; Finance, Economics
Escuela Bella Vista 2004 — 2011
High School and International Baccalaureate Diploma, High School/Secondary Diplomas and Certificates
Education First Language School 2013 — 2013
B1 Proficiency Diploma, Italian
Carlos Ricardo Recio's Merrill Lynch Experience July 2010 - September 2010
Job Cash Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2011 - Present
Merrill Lynch July 2010 - September 2010
McGraw-Hill June 2009 - September 2009
Skills
Asset Managment, Microsoft Access, Microsoft Excel, Microsoft Word, Financial Services, Cash Management, SQL, Microsoft Outlook, Salesforce.com, HTML, Marketing
Education
Harvard University Extension School 2014 — 2015
Finance
Babson College 2007 — 2011
Bachelor of Science in Business Management, International Business
Wellington Management July 2011 - Present
Merrill Lynch July 2010 - September 2010
McGraw-Hill June 2009 - September 2009
Skills
Asset Managment, Microsoft Access, Microsoft Excel, Microsoft Word, Financial Services, Cash Management, SQL, Microsoft Outlook, Salesforce.com, HTML, Marketing
Education
Harvard University Extension School 2014 — 2015
Finance
Babson College 2007 — 2011
Bachelor of Science in Business Management, International Business
Aekta Patel's Merrill Lynch Experience May 2012 - August 2012
Job Supply Chain
Industry Hospital & Health Care
Experience
Target July 2014 - Present
STEP Global Research Program October 2011 - May 2014
Clarkston Consulting September 2013 - December 2013
Target June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Davis, Agnor, Rapaport & Skalny LLC September 2007 - August 2010
Skills
Public Speaking, Leadership, Entrepreneurship, Social Media, Microsoft Office, Microsoft Excel, SAS, PowerPoint, Management, Market Research, Microsoft Word, Strategic Planning, Business Analysis, Data Analysis, Social Networking, Research, Facebook
Education
Babson College 2010 — 2014
Bachelor of Science (BS), Global Strategic Management, 3.56 Magna Cum Laude
East China Normal University 2012 — 2012
CIEE Business, Language, and Culture in Shanghai, China, International Business and Finance, A
Target July 2014 - Present
STEP Global Research Program October 2011 - May 2014
Clarkston Consulting September 2013 - December 2013
Target June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Davis, Agnor, Rapaport & Skalny LLC September 2007 - August 2010
Skills
Public Speaking, Leadership, Entrepreneurship, Social Media, Microsoft Office, Microsoft Excel, SAS, PowerPoint, Management, Market Research, Microsoft Word, Strategic Planning, Business Analysis, Data Analysis, Social Networking, Research, Facebook
Education
Babson College 2010 — 2014
Bachelor of Science (BS), Global Strategic Management, 3.56 Magna Cum Laude
East China Normal University 2012 — 2012
CIEE Business, Language, and Culture in Shanghai, China, International Business and Finance, A
Julia Goldstein Julia Goldstein's Merrill Lynch Experience May 2015 - August 2015
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
Babson College May 2014 - May 2015
NewStar Financial June 2014 - August 2014
Babson College January 2014 - May 2014
Civitas Therapeutics May 2012 - August 2012
Skills
Microsoft Office, QuickBooks, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Photoshop, Telephone Skills, Research, Public Speaking, Spreadsheets, Data Entry, Office Administration, Administrative..., Invoicing, Office Management, Time Management, Bookkeeping, Process Scheduler, Access, Administration, Facebook
Education
Babson College 2013 — 2016
Candidate for Bachelor of Science, Finance, General
Quinnipiac University 2012 — 2013
Finance, General
Lynnfield High School 2008 — 2012
High School Diploma
Merrill Lynch May 2015 - August 2015
Babson College May 2014 - May 2015
NewStar Financial June 2014 - August 2014
Babson College January 2014 - May 2014
Civitas Therapeutics May 2012 - August 2012
Skills
Microsoft Office, QuickBooks, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Photoshop, Telephone Skills, Research, Public Speaking, Spreadsheets, Data Entry, Office Administration, Administrative..., Invoicing, Office Management, Time Management, Bookkeeping, Process Scheduler, Access, Administration, Facebook
Education
Babson College 2013 — 2016
Candidate for Bachelor of Science, Finance, General
Quinnipiac University 2012 — 2013
Finance, General
Lynnfield High School 2008 — 2012
High School Diploma
Paul Jodice Jr's Merrill Lynch Experience February 2015 - Present
Job Private Banking and Investment Group at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2015 - Present
Single Family Office 2014 - 2015
Abu Dhabi Investment Company (Invest AD) 2008 - 2011
Merrill Lynch 2007 - 2008
Cambridge Associates 1999 - 2005
Skills
Private Equity, Investments, Finance, Venture Capital, Financial Modeling, Alternative Investments, Due Diligence, Asset Allocation, Portfolio Management, Hedge Funds, Management, Strategy, Corporate Finance, Valuation, Real Estate, Emerging Markets, Start-ups, Financial Statement..., Financial Analysis, Financial Statements
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MBA, Finance
Babson College 1995 — 1999
Bachelor of Science (BS), Economics
Merrill Lynch February 2015 - Present
Single Family Office 2014 - 2015
Abu Dhabi Investment Company (Invest AD) 2008 - 2011
Merrill Lynch 2007 - 2008
Cambridge Associates 1999 - 2005
Skills
Private Equity, Investments, Finance, Venture Capital, Financial Modeling, Alternative Investments, Due Diligence, Asset Allocation, Portfolio Management, Hedge Funds, Management, Strategy, Corporate Finance, Valuation, Real Estate, Emerging Markets, Start-ups, Financial Statement..., Financial Analysis, Financial Statements
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MBA, Finance
Babson College 1995 — 1999
Bachelor of Science (BS), Economics
David Israel, MBA's Merrill Lynch Experience 1995 - 1997
Job Director of Field Outreach at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
David Klein's Merrill Lynch Experience March 2012 - August 2013
Job Director of Operations & Supply Chain Strategy at Variantyx
Industry Information Technology and Services
Experience
Variantyx 2015 - Present
Quesnay February 2014 - July 2014
Merrill Lynch March 2012 - August 2013
D Capital LLC February 2008 - February 2012
Boston Harbor Angels November 2007 - May 2008
Babson College F.W.Olin school of business August 2006 - May 2008
Babson College 2006 - 2008
MTDC July 2007 - August 2007
Eli Klein Jewelers Ltd. July 1997 - July 2006
Skills
Entrepreneurship, Venture Capital, Start-ups, Business Development, Due Diligence, Strategy, Business Planning, Business Strategy, Fundraising, Mergers, Negotiation, Management Consulting, Budgets, Investments, Leadership, Consulting, Management, Sales, Trading, Emerging Markets, Mergers & Acquisitions, Financial Analysis, Private Equity, Valuation, Strategic Planning, Real Estate, Corporate Finance, Market Research, Financial Modeling, Finance, Investment Banking, Capital Markets, Program Management, Cross-functional Team..., International Business, Analysis, Risk Management, Executive Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA
IDC Herzliya 2001 — 2004
BA
Variantyx 2015 - Present
Quesnay February 2014 - July 2014
Merrill Lynch March 2012 - August 2013
D Capital LLC February 2008 - February 2012
Boston Harbor Angels November 2007 - May 2008
Babson College F.W.Olin school of business August 2006 - May 2008
Babson College 2006 - 2008
MTDC July 2007 - August 2007
Eli Klein Jewelers Ltd. July 1997 - July 2006
Skills
Entrepreneurship, Venture Capital, Start-ups, Business Development, Due Diligence, Strategy, Business Planning, Business Strategy, Fundraising, Mergers, Negotiation, Management Consulting, Budgets, Investments, Leadership, Consulting, Management, Sales, Trading, Emerging Markets, Mergers & Acquisitions, Financial Analysis, Private Equity, Valuation, Strategic Planning, Real Estate, Corporate Finance, Market Research, Financial Modeling, Finance, Investment Banking, Capital Markets, Program Management, Cross-functional Team..., International Business, Analysis, Risk Management, Executive Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA
IDC Herzliya 2001 — 2004
BA
Thomas Arruda, CFA's Merrill Lynch Experience July 1996 - November 1998
Job
Industry Financial Services
Experience
Fidelity Investments July 2004 - May 2013
Accenture June 2000 - July 2004
Viacom November 1998 - May 1999
Merrill Lynch July 1996 - November 1998
Skills
Strategy, Financial Analysis, Project Management, Financial Modeling, Pricing, Fixed Income, Equities, Derivatives, Corporate Finance, Testing, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
MBA
Babson College 1992 — 1996
Fidelity Investments July 2004 - May 2013
Accenture June 2000 - July 2004
Viacom November 1998 - May 1999
Merrill Lynch July 1996 - November 1998
Skills
Strategy, Financial Analysis, Project Management, Financial Modeling, Pricing, Fixed Income, Equities, Derivatives, Corporate Finance, Testing, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
MBA
Babson College 1992 — 1996
Cristina Farrell's Merrill Lynch Experience May 2005 - May 2010
Job Registered Client Associate
Industry Financial Services
Experience
Home May 2010 - Present
Merrill Lynch May 2005 - May 2010
Yellowbook August 2003 - April 2005
A.G. Edwards July 2002 - July 2003
Smith Barney June 2000 - June 2002
Merrill Lynch June 1998 - June 2000
Education
Baker University 2004 — 2007
Bachelor of Science, Marketing & Management
Shawnee Mission South High School 1989 — 1993
Home May 2010 - Present
Merrill Lynch May 2005 - May 2010
Yellowbook August 2003 - April 2005
A.G. Edwards July 2002 - July 2003
Smith Barney June 2000 - June 2002
Merrill Lynch June 1998 - June 2000
Education
Baker University 2004 — 2007
Bachelor of Science, Marketing & Management
Shawnee Mission South High School 1989 — 1993
Robert A. Weston's Merrill Lynch Experience April 2007 - May 2010
Job SVP at Citibank
Industry Information Technology and Services
Experience
Citibank March 2011 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. November 2010 - March 2011
AIG June 2010 - November 2010
Merrill Lynch April 2007 - May 2010
IBM June 2001 - April 2007
State Street Bank's Global Headquarters April 1999 - April 2001
Education
Babson College 1999 — 2001
BA in Business Administration, Finance & Economics
State University of New York College at Buffalo 1999 — 1999
NA, Finance
Boston University 1997 — 1999
Associates, Finance
The Nichols School - Buffalo New York 1991 — 1995
High School, Finance & Economics
Citibank March 2011 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. November 2010 - March 2011
AIG June 2010 - November 2010
Merrill Lynch April 2007 - May 2010
IBM June 2001 - April 2007
State Street Bank's Global Headquarters April 1999 - April 2001
Education
Babson College 1999 — 2001
BA in Business Administration, Finance & Economics
State University of New York College at Buffalo 1999 — 1999
NA, Finance
Boston University 1997 — 1999
Associates, Finance
The Nichols School - Buffalo New York 1991 — 1995
High School, Finance & Economics
Ericka Quevedo's Merrill Lynch Experience May 1997 - December 1998
Job Vice President at Shay Financial Services, Inc.
Industry Investment Banking
Experience
Shay Financial Services, Inc. February 2012 - Present
SunTrust Robinson Humphrey December 1999 - July 2011
SunTrust Bank December 1998 - December 1999
Merrill Lynch May 1997 - December 1998
Skills
Investments, Fixed Income, Equity Research, Securities, Series 63, MBS, Investment Banking, Capital Markets, Series 7, Bonds, Valuation, Derivatives, Asset Managment, Due Diligence, Credit, Treasury Management, Financial Analysis, Banking, Restructuring, Finance, Bloomberg, FINRA, Portfolio Management, Hedge Funds, Equities
Education
Babson College 1993 — 1997
Finance, Triple Major in Finance, Economics, Investments
Dominican Academy 1989 — 1993
Shay Financial Services, Inc. February 2012 - Present
SunTrust Robinson Humphrey December 1999 - July 2011
SunTrust Bank December 1998 - December 1999
Merrill Lynch May 1997 - December 1998
Skills
Investments, Fixed Income, Equity Research, Securities, Series 63, MBS, Investment Banking, Capital Markets, Series 7, Bonds, Valuation, Derivatives, Asset Managment, Due Diligence, Credit, Treasury Management, Financial Analysis, Banking, Restructuring, Finance, Bloomberg, FINRA, Portfolio Management, Hedge Funds, Equities
Education
Babson College 1993 — 1997
Finance, Triple Major in Finance, Economics, Investments
Dominican Academy 1989 — 1993
Alex Naboicheck's Merrill Lynch Experience July 2008 - January 2009
Job Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch July 2008 - January 2009
Skills
Bloomberg, High Yield
Education
Babson College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Renbrook
Renbrook
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch July 2008 - January 2009
Skills
Bloomberg, High Yield
Education
Babson College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Renbrook
Renbrook
Renzo Pisa's Merrill Lynch Experience May 2006 - May 2009
Job Vice President at Boston Andes Capital
Industry Real Estate
Experience
Boston Andes Capital August 2013 - Present
Give Back a Pack April 2009 - December 2011
Merrill Lynch May 2006 - May 2009
Skills
Private Equity, Entrepreneurship, Financial Modeling, Mergers & Acquisitions
Education
Babson College 2003 — 2007
Finance, Entrepreneurship & Finance
Boston Andes Capital August 2013 - Present
Give Back a Pack April 2009 - December 2011
Merrill Lynch May 2006 - May 2009
Skills
Private Equity, Entrepreneurship, Financial Modeling, Mergers & Acquisitions
Education
Babson College 2003 — 2007
Finance, Entrepreneurship & Finance
Ethan Carlson's Merrill Lynch Experience June 2000 - December 2000
Job Experienced Finance Executive with Expertise Improving Financial Operations and Business Performance Management
Industry Management Consulting
Experience
Carlson Management Consulting May 2011 - Present
Hayes Management Consulting June 2008 - June 2011
Picis September 2007 - June 2008
GE Healthcare IITS (formerly IDX) March 2006 - September 2007
IDX Systems August 2005 - March 2006
IDX Systems March 2004 - August 2005
IDX Systems November 2002 - March 2004
Merrill Lynch June 2000 - December 2000
Skills
Forecasting, Budgeting, Operations Management, Strategic Planning, Business Process..., Financial Systems..., Budgets, Revenue Recognition, Leadership, Team Leadership, Program Management, Mergers, Start-ups, SaaS, Auditing, Accounting, Business Development, Business Intelligence, Business Planning, Financial Reporting, Management Consulting, Financial Modeling, Finance, Training, Risk Management, Mergers & Acquisitions, Management, Change Management, Analysis, Executive Management, Process Improvement, Business Process, Project Planning, Due Diligence, Strategy, Strategic Financial..., Salesforce.com, Financial Analysis, Consulting, Managerial Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Trinity College-Hartford 1997 — 2001
BA, Economics
Carlson Management Consulting May 2011 - Present
Hayes Management Consulting June 2008 - June 2011
Picis September 2007 - June 2008
GE Healthcare IITS (formerly IDX) March 2006 - September 2007
IDX Systems August 2005 - March 2006
IDX Systems March 2004 - August 2005
IDX Systems November 2002 - March 2004
Merrill Lynch June 2000 - December 2000
Skills
Forecasting, Budgeting, Operations Management, Strategic Planning, Business Process..., Financial Systems..., Budgets, Revenue Recognition, Leadership, Team Leadership, Program Management, Mergers, Start-ups, SaaS, Auditing, Accounting, Business Development, Business Intelligence, Business Planning, Financial Reporting, Management Consulting, Financial Modeling, Finance, Training, Risk Management, Mergers & Acquisitions, Management, Change Management, Analysis, Executive Management, Process Improvement, Business Process, Project Planning, Due Diligence, Strategy, Strategic Financial..., Salesforce.com, Financial Analysis, Consulting, Managerial Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Trinity College-Hartford 1997 — 2001
BA, Economics
Drew Trivisonno's Merrill Lynch Experience 1994 - 1996
Job Vice President at Viscogliosi & Company
Industry Financial Services
Experience
Viscogliosi Brothers, LLC February 2006 - Present
Greenport Capital May 2003 - February 2006
seabury group 2000 - 2002
Ryan Beck 1999 - 2000
Furman Selz 1998 - 1999
Credit Lyonnais 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Venture Capital, Investments, Finance, Corporate Finance, Valuation, Medical Devices, Equities, Asset Based Lending, Financial Modeling, Energy, Hedge Funds, Transportation, Aerospace, Mergers, Mergers & Acquisitions, Private Equity, Debt & Equity Financing, Due Diligence, Investment Banking, Management, Financial Analysis, Strategy, Capital Markets, Strategic Planning, Start-ups
Education
Babson College 1990 — 1994
BS, Accounting
New Canaan High School 1986 — 1990
Viscogliosi Brothers, LLC February 2006 - Present
Greenport Capital May 2003 - February 2006
seabury group 2000 - 2002
Ryan Beck 1999 - 2000
Furman Selz 1998 - 1999
Credit Lyonnais 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Venture Capital, Investments, Finance, Corporate Finance, Valuation, Medical Devices, Equities, Asset Based Lending, Financial Modeling, Energy, Hedge Funds, Transportation, Aerospace, Mergers, Mergers & Acquisitions, Private Equity, Debt & Equity Financing, Due Diligence, Investment Banking, Management, Financial Analysis, Strategy, Capital Markets, Strategic Planning, Start-ups
Education
Babson College 1990 — 1994
BS, Accounting
New Canaan High School 1986 — 1990
Ryan Dyment's Merrill Lynch Experience November 2000 - April 2005
Job Financial Specialist at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. January 2014 - Present
Northwestern Mutual May 2010 - December 2013
Oracle 2007 - 2008
Merrill Lynch November 2000 - April 2005
Education
Babson College
Santander Bank, N.A. January 2014 - Present
Northwestern Mutual May 2010 - December 2013
Oracle 2007 - 2008
Merrill Lynch November 2000 - April 2005
Education
Babson College
John Barefoot's Merrill Lynch Experience February 1996 - February 1999
Job SVP Investments UBS Financial Services Inc
Industry Capital Markets
Experience
UBS Wealth Management September 2007 - Present
Lehman Brothers September 2001 - August 2007
Merrill Lynch February 1996 - February 1999
Education
Bates College
BA
Babson College - Franklin W. Olin Graduate School of Business
MBA
The Pingry School
UBS Wealth Management September 2007 - Present
Lehman Brothers September 2001 - August 2007
Merrill Lynch February 1996 - February 1999
Education
Bates College
BA
Babson College - Franklin W. Olin Graduate School of Business
MBA
The Pingry School
Orlando Calvo Arias's Merrill Lynch Experience 2004 - 2004
Job Quatitative Developer at DerivActiv, LLC
Industry Financial Services
Experience
DerivActiv, LLC September 2014 - Present
DerivActiv November 2012 - September 2014
KPMG Advisory May 2011 - November 2012
KPMG April 2011 - November 2012
Global Bank 2008 - 2011
Merrill Lynch 2004 - 2004
Skills
Derivatives, Market Risk, Valuation, Financial Modeling, Quantitative Finance, Financial Analysis, Fixed Income, Risk Management, Financial Risk, Interest Rate..., Capital Markets, Bloomberg, ITGC, Enterprise Risk..., Credit Risk, Business Analysis, Due Diligence, Private Equity, Management Consulting, Business Strategy, Structured Products, Programming, Portfolio Management
Education
Babson College 2004 — 2008
Bachelor of Science (BS), Concentration in Entrepreneurship and Finance
Suffolk University
DerivActiv, LLC September 2014 - Present
DerivActiv November 2012 - September 2014
KPMG Advisory May 2011 - November 2012
KPMG April 2011 - November 2012
Global Bank 2008 - 2011
Merrill Lynch 2004 - 2004
Skills
Derivatives, Market Risk, Valuation, Financial Modeling, Quantitative Finance, Financial Analysis, Fixed Income, Risk Management, Financial Risk, Interest Rate..., Capital Markets, Bloomberg, ITGC, Enterprise Risk..., Credit Risk, Business Analysis, Due Diligence, Private Equity, Management Consulting, Business Strategy, Structured Products, Programming, Portfolio Management
Education
Babson College 2004 — 2008
Bachelor of Science (BS), Concentration in Entrepreneurship and Finance
Suffolk University
Joseph LaFemina's Merrill Lynch Experience August 2005 - August 2007
Job Strategic Operations & Relationship Management Executive
Industry Computer Software
Experience
CBH Technologies December 2014 - Present
Frontier Payments, LLC (dba TaxiPass) January 2010 - April 2015
Frontier Payments, LLC (dba TaxiPass) June 2009 - December 2009
Prepara, Chef's Performance Tools May 2008 - July 2008
Merrill Lynch August 2005 - August 2007
Merrill Lynch May 2003 - July 2005
Skills
Management, Product Development, Business Strategy, Strategy, Operations Management, Start-ups, Market Research, Account Management, Relationship Management, Customer Service, Program Management, Business Development, Team Building, Business Planning, Leadership, Strategic Planning, Microsoft Office, Team Management, Financial Services, Budgets, Marketing, International Operations, Accounting, User Experience, Visio, New Business Development, Change Management, Sales Management, Risk Management, Strategic Partnerships, Product Management, Financial Analysis, Social Media Marketing, Social Media, CRM, Entrepreneurship, Coaching, Project Planning, Competitive Analysis, Customer Relations, Operations, Consulting, Zendesk
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Master's degree, Business Administration and Management, General
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Marketing, Accounting
University of Shanghai for Science and Technology 2002 — 2002
Summer Abroad
Poly Prep 1995 — 1999
High School
CBH Technologies December 2014 - Present
Frontier Payments, LLC (dba TaxiPass) January 2010 - April 2015
Frontier Payments, LLC (dba TaxiPass) June 2009 - December 2009
Prepara, Chef's Performance Tools May 2008 - July 2008
Merrill Lynch August 2005 - August 2007
Merrill Lynch May 2003 - July 2005
Skills
Management, Product Development, Business Strategy, Strategy, Operations Management, Start-ups, Market Research, Account Management, Relationship Management, Customer Service, Program Management, Business Development, Team Building, Business Planning, Leadership, Strategic Planning, Microsoft Office, Team Management, Financial Services, Budgets, Marketing, International Operations, Accounting, User Experience, Visio, New Business Development, Change Management, Sales Management, Risk Management, Strategic Partnerships, Product Management, Financial Analysis, Social Media Marketing, Social Media, CRM, Entrepreneurship, Coaching, Project Planning, Competitive Analysis, Customer Relations, Operations, Consulting, Zendesk
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Master's degree, Business Administration and Management, General
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Marketing, Accounting
University of Shanghai for Science and Technology 2002 — 2002
Summer Abroad
Poly Prep 1995 — 1999
High School
Thomas A. Wey Jr.'s Merrill Lynch Experience February 1998 - March 1999
Job Consultant at Hedge Fund Consultant
Industry Financial Services
Experience
Hedge Fund Consultant March 2007 - Present
GlobeOp Financial Services 2001 - 2007
UBS Warburg March 1999 - December 2000
Merrill Lynch February 1998 - March 1999
Bankers Trust April 1995 - February 1998
Bank of New York March 1993 - September 1994
Skills
Finance, Fixed Income, Hedge Funds, Investments, Management
Education
Babson College 1986 — 1990
Salisbury 1984 — 1986
HS
Hedge Fund Consultant March 2007 - Present
GlobeOp Financial Services 2001 - 2007
UBS Warburg March 1999 - December 2000
Merrill Lynch February 1998 - March 1999
Bankers Trust April 1995 - February 1998
Bank of New York March 1993 - September 1994
Skills
Finance, Fixed Income, Hedge Funds, Investments, Management
Education
Babson College 1986 — 1990
Salisbury 1984 — 1986
HS
Joseph Morone's Merrill Lynch Experience June 2003 - August 2003
Job CEO and CoFounder of Footnote Inc.
Industry Online Media
Experience
Footnote September 2011 - Present
RetireLife, Inc. September 2011 - December 2011
RetireLife, Inc. July 2010 - September 2011
Site Savvy June 2006 - June 2009
NameMedia 2006 - 2007
Name Media June 2005 - February 2006
RUCKUS NETWORKS March 2005 - June 2005
Merrill Lynch June 2003 - August 2003
Skills
Entrepreneurship, Strategic Partnerships, Business Development, Product Development, Sales, Start-ups, Business Strategy, Strategic Planning, Negotiation, Product Launch, Product Marketing, Marketing, Digital Marketing, Social Media, Online Marketing, Lead Generation, People Skills
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Entrepreneurship
Brown University 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Belmont Hill School
Footnote September 2011 - Present
RetireLife, Inc. September 2011 - December 2011
RetireLife, Inc. July 2010 - September 2011
Site Savvy June 2006 - June 2009
NameMedia 2006 - 2007
Name Media June 2005 - February 2006
RUCKUS NETWORKS March 2005 - June 2005
Merrill Lynch June 2003 - August 2003
Skills
Entrepreneurship, Strategic Partnerships, Business Development, Product Development, Sales, Start-ups, Business Strategy, Strategic Planning, Negotiation, Product Launch, Product Marketing, Marketing, Digital Marketing, Social Media, Online Marketing, Lead Generation, People Skills
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Entrepreneurship
Brown University 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Belmont Hill School
Jimmy Tsihlis's Merrill Lynch Experience November 2009 - December 2010
Job Finance & Investment Strategist, CFA Level II Candidate
Industry Investment Management
Experience
Forge Investment Capital December 2013 - Present
PDDC Corporation January 2011 - Present
Merrill Lynch November 2009 - December 2010
PDDC Corporation June 2007 - December 2010
State Street 2008 - 2009
Skills
Financial Modeling, Bloomberg, Corporate Finance, Alternative Investments, Valuation, Fixed Income, Mergers & Acquisitions, Investments, Finance, Strategic Financial..., Business Strategy, Equity Valuation, Financial Forecasting, Economic Forecasting, Microsoft Excel, Capital IQ, Wealth Management, Fixed Income Analysis, M&A Modeling, Risk Management, Credit Risk, Mergers, Cash Management, Investment Banking, Private Equity, Due Diligence, Capital Markets, Financial Analysis, Financial Reporting
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2004 — 2007
Finance, Economics
Forge Investment Capital December 2013 - Present
PDDC Corporation January 2011 - Present
Merrill Lynch November 2009 - December 2010
PDDC Corporation June 2007 - December 2010
State Street 2008 - 2009
Skills
Financial Modeling, Bloomberg, Corporate Finance, Alternative Investments, Valuation, Fixed Income, Mergers & Acquisitions, Investments, Finance, Strategic Financial..., Business Strategy, Equity Valuation, Financial Forecasting, Economic Forecasting, Microsoft Excel, Capital IQ, Wealth Management, Fixed Income Analysis, M&A Modeling, Risk Management, Credit Risk, Mergers, Cash Management, Investment Banking, Private Equity, Due Diligence, Capital Markets, Financial Analysis, Financial Reporting
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2004 — 2007
Finance, Economics
Michael Ravanesi's Merrill Lynch Experience May 1996 - July 2000
Job Managing Director, Debt Capital Markets at Scotiabank
Industry Investment Banking
Experience
Scotiabank September 2009 - Present
Credit Suisse May 2007 - February 2009
UBS Investment Bank May 2002 - May 2007
Credit Suisse First Boston October 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Merrill Lynch May 1996 - July 2000
Education
Babson College 1993 — 1996
BS, Finance
Boston University 1991 — 1993
Biology
Milton Academy 1988 — 1991
HS
Scotiabank September 2009 - Present
Credit Suisse May 2007 - February 2009
UBS Investment Bank May 2002 - May 2007
Credit Suisse First Boston October 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Merrill Lynch May 1996 - July 2000
Education
Babson College 1993 — 1996
BS, Finance
Boston University 1991 — 1993
Biology
Milton Academy 1988 — 1991
HS
Valerie B. Harvey's Merrill Lynch Experience January 2001 - January 2003
Job Volunteer
Industry Retail
Experience
The Worth Collection,Ltd. March 2013 - December 2014
W by Worth October 2011 - May 2013
Vacation Storebuilder July 2010 - July 2011
Merrill Lynch January 2001 - January 2003
BodySlim, Inc January 1998 - January 2001
Karam Group January 1993 - January 1997
Merrill Lynch January 1991 - January 1993
Merrill Lynch January 1989 - January 1990
Merrill Lynch International Bank, Ltd (New York) January 1988 - January 1989
Merrill Lynch September 1987 - July 1988
Skills
Leadership, Marketing, Marketing Communications, Management, Product Marketing, New Business Development, Sales, Training, Product Development, Retail, Organizational..., Marketing Strategy, Sales Management, Website Development, Business Development, Entrepreneurship
Education
Babson College 1984 — 1987
Bachelor of Science (BS)
The Worth Collection,Ltd. March 2013 - December 2014
W by Worth October 2011 - May 2013
Vacation Storebuilder July 2010 - July 2011
Merrill Lynch January 2001 - January 2003
BodySlim, Inc January 1998 - January 2001
Karam Group January 1993 - January 1997
Merrill Lynch January 1991 - January 1993
Merrill Lynch January 1989 - January 1990
Merrill Lynch International Bank, Ltd (New York) January 1988 - January 1989
Merrill Lynch September 1987 - July 1988
Skills
Leadership, Marketing, Marketing Communications, Management, Product Marketing, New Business Development, Sales, Training, Product Development, Retail, Organizational..., Marketing Strategy, Sales Management, Website Development, Business Development, Entrepreneurship
Education
Babson College 1984 — 1987
Bachelor of Science (BS)
Katherine Clase's Merrill Lynch Experience September 2003 - April 2004
Job Real Estate Agent at EWM Realtors
Industry Real Estate
Experience
EWM Realtors October 2006 - October 2010
Merrill Lynch September 2003 - April 2004
Morgan Stanley August 2002 - December 2002
Credit Suisse First Boston June 2002 - August 2002
Education
University of Miami 2004 — 2006
MBA, Finance
Babson College 2000 — 2003
BA, Finance, Economics
EWM Realtors October 2006 - October 2010
Merrill Lynch September 2003 - April 2004
Morgan Stanley August 2002 - December 2002
Credit Suisse First Boston June 2002 - August 2002
Education
University of Miami 2004 — 2006
MBA, Finance
Babson College 2000 — 2003
BA, Finance, Economics
Peter Tasgal's Merrill Lynch Experience 2005 - 2007
Job Financial and Corporate Strategy
Industry Financial Services
Experience
Strategic Capital Consultants 2011 - Present
Cordon Bleu-Tomasso 2007 - 2010
Merrill Lynch 2005 - 2007
Fleet Securities, Inc. / Bank of America 1999 - 2004
Wells Fargo Foothill 1995 - 1997
Essex Investment Management 1993 - 1994
Essex Investment Management 1993 - 1994
Skills
Valuation, Corporate Finance, Capital Markets, Structured Finance, Leveraged Finance, Investment Banking, Corporate Development, Financial Modeling, Mergers & Acquisitions, Private Equity, Securitization, Portfolio Management, Due Diligence, Business Strategy, Financial Structuring, Financial Analysis, Venture Capital, Fixed Income, Finance, Hedge Funds, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Finance, General
Northeastern University 1990 — 1995
Bachelor of Science (BS), Accounting
Newton South High School
Strategic Capital Consultants 2011 - Present
Cordon Bleu-Tomasso 2007 - 2010
Merrill Lynch 2005 - 2007
Fleet Securities, Inc. / Bank of America 1999 - 2004
Wells Fargo Foothill 1995 - 1997
Essex Investment Management 1993 - 1994
Essex Investment Management 1993 - 1994
Skills
Valuation, Corporate Finance, Capital Markets, Structured Finance, Leveraged Finance, Investment Banking, Corporate Development, Financial Modeling, Mergers & Acquisitions, Private Equity, Securitization, Portfolio Management, Due Diligence, Business Strategy, Financial Structuring, Financial Analysis, Venture Capital, Fixed Income, Finance, Hedge Funds, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Finance, General
Northeastern University 1990 — 1995
Bachelor of Science (BS), Accounting
Newton South High School
Dan Molloy's Merrill Lynch Experience May 1999 - August 2003
Job Principal, Director of Sales and Marketing at My Benefits, LLC
Industry Financial Services
Experience
My Benefits, LLC & First Party Administrator™, LLC 2012 - Present
Columbia Management 2010 - 2012
RiverSource Asset Management 2008 - 2010
J. & W. Seligman & Co. 2004 - 2009
Merrill Lynch May 1999 - August 2003
Skills
Retirement Planning, Financial Advisory, Employee Benefits, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation, Series 6, Asset Managment, Investments, Series 65, Wealth Management, Retirement, Securities, Financial Planners, Investment Strategies, Pensions, ERISA
Education
Babson College 1994 — 1995
MBA, Investments Concentration
Southern Connecticut State University 1987 — 1990
BS Business Economics, Business/Managerial Economics
My Benefits, LLC & First Party Administrator™, LLC 2012 - Present
Columbia Management 2010 - 2012
RiverSource Asset Management 2008 - 2010
J. & W. Seligman & Co. 2004 - 2009
Merrill Lynch May 1999 - August 2003
Skills
Retirement Planning, Financial Advisory, Employee Benefits, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation, Series 6, Asset Managment, Investments, Series 65, Wealth Management, Retirement, Securities, Financial Planners, Investment Strategies, Pensions, ERISA
Education
Babson College 1994 — 1995
MBA, Investments Concentration
Southern Connecticut State University 1987 — 1990
BS Business Economics, Business/Managerial Economics
William Buccella's Merrill Lynch Experience April 2001 - August 2005
Job President The Northern Trust Company / New England
Industry Investment Management
Experience
Northern Trust August 2010 - Present
US Trust August 2005 - August 2010
Merrill Lynch April 2001 - August 2005
Fleet Bank May 1993 - April 2001
BayBank Boston 1987 - 1993
Skills
Series 7, Wealth Management, Alternative Investments, Asset Managment, Asset Allocation, Due Diligence, Financial Services, Risk Management, High Net Worth..., Hedge Funds, Bonds, Private Banking, Asset Management, Mutual Funds, FINRA, Equities, Retirement Planning, Investment Management, ETFs, Investment Strategies, Securities, Financial Markets, Portfolio Management, Estate Planning, Series 24, Wealth Management..., Private Equity, Fixed Income, Series 63, Venture Capital, Capital Markets, Investments, Financial Advisory, Strategic Financial..., Investment Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Boston College 1978 — 1982
BS, Chemistry
Boston College High School 1974 — 1978
Northern Trust August 2010 - Present
US Trust August 2005 - August 2010
Merrill Lynch April 2001 - August 2005
Fleet Bank May 1993 - April 2001
BayBank Boston 1987 - 1993
Skills
Series 7, Wealth Management, Alternative Investments, Asset Managment, Asset Allocation, Due Diligence, Financial Services, Risk Management, High Net Worth..., Hedge Funds, Bonds, Private Banking, Asset Management, Mutual Funds, FINRA, Equities, Retirement Planning, Investment Management, ETFs, Investment Strategies, Securities, Financial Markets, Portfolio Management, Estate Planning, Series 24, Wealth Management..., Private Equity, Fixed Income, Series 63, Venture Capital, Capital Markets, Investments, Financial Advisory, Strategic Financial..., Investment Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Boston College 1978 — 1982
BS, Chemistry
Boston College High School 1974 — 1978
Frank Armo's Merrill Lynch Experience October 2009 - December 2011
Job Director, Senior Lead Program Manager Retirement & Individual Financial Services
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Merrill Lynch October 2009 - December 2011
Fidelity Investments 1988 - March 2009
Fidelity Investments March 2007 - February 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 1995 - 2003
Fidelity Investments 1993 - 1995
Fidelity Investments 1988 - 1993
KPMG Peat Marwick 1981 - 1988
Skills
Product Management, Strategy, Financial Services, Program Management, Business Development, E-commerce, Process Improvement, Investments, Outsourcing, Marketing, Series 63, Marketing Strategy, Management Consulting, Series 7, Retirement, Vendor Management, Enterprise Software, Alternative Investments, Executive Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Finance
Boston College
BS, Marketing and Economics
TIAA-CREF December 2011 - Present
Merrill Lynch October 2009 - December 2011
Fidelity Investments 1988 - March 2009
Fidelity Investments March 2007 - February 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 1995 - 2003
Fidelity Investments 1993 - 1995
Fidelity Investments 1988 - 1993
KPMG Peat Marwick 1981 - 1988
Skills
Product Management, Strategy, Financial Services, Program Management, Business Development, E-commerce, Process Improvement, Investments, Outsourcing, Marketing, Series 63, Marketing Strategy, Management Consulting, Series 7, Retirement, Vendor Management, Enterprise Software, Alternative Investments, Executive Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Finance
Boston College
BS, Marketing and Economics
Michael Sarlanis's Merrill Lynch Experience April 2014 - May 2014
Job Executive Director, Local Market Head Central, Andean and South America at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Merrill Lynch April 2014 - May 2014
Merrill Lynch March 2013 - April 2014
Merrill Lynch March 2011 - March 2013
Merrill Lynch, Global Wealth Management August 2010 - March 2011
Merrill Lynch, Latin America Wealth Management July 2008 - August 2010
Merrill Lynch, Latin America Wealth Management January 2008 - July 2008
Merrill Lynch, Latin America Wealth Management November 2005 - January 2008
Merrill Lynch August 2004 - November 2005
Merrill Lynch January 2002 - August 2004
Skills
Alternative Investments, Series 7, Fixed Income, Investments, Equities, Asset Managment, Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Capital Markets, Bloomberg, Asset Allocation, FINRA, Securities, Private Banking, Asset Management, Financial Services, Valuation, Financial Advisory, Finance, Financial Markets, Investor Relations, Investment Advisory, Investment Strategies, Options, Strategic Financial..., Derivatives, Relationship Management, Equity Trading, Financial Modeling, Uniform Combined State..., Private Equity, Bonds, Investment Management, Emerging Markets
Education
Babson College 1997 — 2001
Bachelor of Science (BS), Finance, Entrepreneurship
UBS May 2014 - Present
Merrill Lynch April 2014 - May 2014
Merrill Lynch March 2013 - April 2014
Merrill Lynch March 2011 - March 2013
Merrill Lynch, Global Wealth Management August 2010 - March 2011
Merrill Lynch, Latin America Wealth Management July 2008 - August 2010
Merrill Lynch, Latin America Wealth Management January 2008 - July 2008
Merrill Lynch, Latin America Wealth Management November 2005 - January 2008
Merrill Lynch August 2004 - November 2005
Merrill Lynch January 2002 - August 2004
Skills
Alternative Investments, Series 7, Fixed Income, Investments, Equities, Asset Managment, Hedge Funds, Portfolio Management, Wealth Management, Mutual Funds, Capital Markets, Bloomberg, Asset Allocation, FINRA, Securities, Private Banking, Asset Management, Financial Services, Valuation, Financial Advisory, Finance, Financial Markets, Investor Relations, Investment Advisory, Investment Strategies, Options, Strategic Financial..., Derivatives, Relationship Management, Equity Trading, Financial Modeling, Uniform Combined State..., Private Equity, Bonds, Investment Management, Emerging Markets
Education
Babson College 1997 — 2001
Bachelor of Science (BS), Finance, Entrepreneurship
Michael O'Hare's Merrill Lynch Experience September 2011 - August 2013
Job Vice President at Mizuho Capital Markets Corporation
Industry Financial Services
Experience
Mizuho Capital Markets Corp. August 2013 - Present
Merrill Lynch September 2011 - August 2013
Prudential Financial September 2006 - September 2011
Prudential Financial September 2006 - January 2009
MassMutual Financial Group March 2005 - March 2006
Madison Capital Management September 2002 - September 2003
American Express Financial Advisors February 2002 - September 2002
Skills
Securities, FINRA, AML, Mutual Funds, Investments, Risk Management, Insurance, Equities, Investment Advisory, Financial Services, Wealth Management, Banking, KYC, OFAC, Asset Managment, Fixed Income, Strategic Financial..., Alternative Investments, Derivatives, Options, Asset Management, Bloomberg, Capital Markets, Corporate Governance, Due Diligence, Finance, Financial Markets, Financial Regulation, Financial Risk, Hedge Funds, Investment Banking, Operational Risk, Portfolio Management, Series 24, Series 63, Series 7, Anti Money Laundering
Education
Baker University 2002 — 2006
BBA, General
Mizuho Capital Markets Corp. August 2013 - Present
Merrill Lynch September 2011 - August 2013
Prudential Financial September 2006 - September 2011
Prudential Financial September 2006 - January 2009
MassMutual Financial Group March 2005 - March 2006
Madison Capital Management September 2002 - September 2003
American Express Financial Advisors February 2002 - September 2002
Skills
Securities, FINRA, AML, Mutual Funds, Investments, Risk Management, Insurance, Equities, Investment Advisory, Financial Services, Wealth Management, Banking, KYC, OFAC, Asset Managment, Fixed Income, Strategic Financial..., Alternative Investments, Derivatives, Options, Asset Management, Bloomberg, Capital Markets, Corporate Governance, Due Diligence, Finance, Financial Markets, Financial Regulation, Financial Risk, Hedge Funds, Investment Banking, Operational Risk, Portfolio Management, Series 24, Series 63, Series 7, Anti Money Laundering
Education
Baker University 2002 — 2006
BBA, General
Joe Gill's Merrill Lynch Experience 2000 - 2005
Job Vice President DCIO at Prudential Securities
Industry Financial Services
Experience
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
Alison Rybicki's Merrill Lynch Experience October 2009 - December 2009
Job Senior Finance Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital June 2012 - Present
Darling Consulting Group May 2010 - May 2012
Merrill Lynch October 2009 - December 2009
BAE Systems May 2009 - August 2009
Skills
Financial Modeling, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business
Fairfield University 2007 — 2010
Bachelors, Finance
Saint Michael's College 2006 — 2007
Bain Capital June 2012 - Present
Darling Consulting Group May 2010 - May 2012
Merrill Lynch October 2009 - December 2009
BAE Systems May 2009 - August 2009
Skills
Financial Modeling, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business
Fairfield University 2007 — 2010
Bachelors, Finance
Saint Michael's College 2006 — 2007
FRANK G. KALE, CRPC's Merrill Lynch Experience 1976 - 1980
Job FIRST VICE PRESIDENTINVESTMENTS at UBS FINANCIAL INC
Industry Financial Services
Experience
UBS Financial Services 2008 - Present
Morgan Stanley Smith Barney 1995 - 2008
Dean Witter 1980 - 1995
Merrill Lynch 1976 - 1980
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Finance, Securities, Wealth Management, Portfolio Management
Education
Boston University - School of Management 1972 — 1974
BSBA, Business
United States Naval Academy 1969 — 1973
Babson College - Franklin W. Olin Graduate School of Business
College for Financial Planning
University of Pennsylvania - The Wharton School
UBS Financial Services 2008 - Present
Morgan Stanley Smith Barney 1995 - 2008
Dean Witter 1980 - 1995
Merrill Lynch 1976 - 1980
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Finance, Securities, Wealth Management, Portfolio Management
Education
Boston University - School of Management 1972 — 1974
BSBA, Business
United States Naval Academy 1969 — 1973
Babson College - Franklin W. Olin Graduate School of Business
College for Financial Planning
University of Pennsylvania - The Wharton School
Byron Nilsson's Merrill Lynch Experience June 2008 - August 2008
Job Associate at Societe Generale
Industry Financial Services
Experience
Societe Generale November 2013 - Present
Societe Generale June 2011 - November 2013
Fidelity Investments June 2010 - August 2010
Wellesley Investment Advisors February 2010 - May 2010
Northwestern Mutual May 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Education
Babson College 2007 — 2011
BS in Business Management, Finance & Entrepreneurship
Hong Kong Baptist University
Societe Generale November 2013 - Present
Societe Generale June 2011 - November 2013
Fidelity Investments June 2010 - August 2010
Wellesley Investment Advisors February 2010 - May 2010
Northwestern Mutual May 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Education
Babson College 2007 — 2011
BS in Business Management, Finance & Entrepreneurship
Hong Kong Baptist University
Henry Ippolito's Merrill Lynch Experience May 2011 - August 2011
Job Pricing Analyst at Boston Beer Company
Industry Retail
Experience
Boston Beer Company June 2014 - Present
Staples November 2013 - June 2014
Staples July 2013 - November 2013
Staples July 2012 - July 2013
Babson College May 2009 - May 2012
Merrill Lynch May 2011 - August 2011
Eaton Vance June 2010 - August 2010
PromoteU August 2008 - May 2009
Skills
Financial Analysis, Investments, Economics, Entrepreneurship, Microsoft Excel, Microsoft Word, Microsoft Dynamics, PowerPoint, Microsoft Office..., Microsoft SQL Server, Minitab, Eviews, Salesforce.com, Quicken, Inventor, Strategic Financial..., Corporate Finance, Economic Modeling, Development Economics, International Economics, Hyperion, AS 400, Everest, Pricing Strategy, Promotions
Education
Babson College 2008 — 2012
Recipient of Bachelor of Science, Business Management; Finance and Economics, 3.53
London School of Economics 2010 — 2010
LSE Summer School: Honors Program, Economics, 3.7
Boston Beer Company June 2014 - Present
Staples November 2013 - June 2014
Staples July 2013 - November 2013
Staples July 2012 - July 2013
Babson College May 2009 - May 2012
Merrill Lynch May 2011 - August 2011
Eaton Vance June 2010 - August 2010
PromoteU August 2008 - May 2009
Skills
Financial Analysis, Investments, Economics, Entrepreneurship, Microsoft Excel, Microsoft Word, Microsoft Dynamics, PowerPoint, Microsoft Office..., Microsoft SQL Server, Minitab, Eviews, Salesforce.com, Quicken, Inventor, Strategic Financial..., Corporate Finance, Economic Modeling, Development Economics, International Economics, Hyperion, AS 400, Everest, Pricing Strategy, Promotions
Education
Babson College 2008 — 2012
Recipient of Bachelor of Science, Business Management; Finance and Economics, 3.53
London School of Economics 2010 — 2010
LSE Summer School: Honors Program, Economics, 3.7
Charlie Glennon's Merrill Lynch Experience SR VP..National Sales Manager..Fixed Income TreasuriesPrudential SecuritiesJanuary 1986 - January 2001
Job Vice PresidentFinancial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch SR VP..National Sales Manager..Fixed Income TreasuriesPrudential SecuritiesJanuary 1986 - January 2001
Skills
Investments, Management, Mutual Funds, Series 7, Strategic Planning
Education
Babson College 1966 — 1969
Merrill Lynch SR VP..National Sales Manager..Fixed Income TreasuriesPrudential SecuritiesJanuary 1986 - January 2001
Skills
Investments, Management, Mutual Funds, Series 7, Strategic Planning
Education
Babson College 1966 — 1969
Marc Spector, CPA's Merrill Lynch Experience January 2002 - July 2005
Job Director The Siegfried Group, LLP
Industry Management Consulting
Experience
The Siegfried Group August 2013 - Present
Deloitte September 2005 - July 2013
Merrill Lynch January 2002 - July 2005
Deloitte September 1996 - December 2001
New England Financial June 1994 - July 1996
Skills
CPA, GAAP, PCAOB standards, SEC filings, Sarbanes-Oxley, Accounting, Due Diligence, Internal Controls, Asset Management, Auditing, IFRS, Internal Audit, Finance, Sarbanes-Oxley Act, Financial Analysis, Consolidation, Financial Reporting, US GAAP, SEC Filings
Education
Babson College 1990 — 1994
Bachelor's degree, Accounting
The Siegfried Group August 2013 - Present
Deloitte September 2005 - July 2013
Merrill Lynch January 2002 - July 2005
Deloitte September 1996 - December 2001
New England Financial June 1994 - July 1996
Skills
CPA, GAAP, PCAOB standards, SEC filings, Sarbanes-Oxley, Accounting, Due Diligence, Internal Controls, Asset Management, Auditing, IFRS, Internal Audit, Finance, Sarbanes-Oxley Act, Financial Analysis, Consolidation, Financial Reporting, US GAAP, SEC Filings
Education
Babson College 1990 — 1994
Bachelor's degree, Accounting
Glenn Caldicott's Merrill Lynch Experience December 2005 - Present
Job Senior Portfolio Manager, PIA Program at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2005 - Present
Skills
Investment Strategies, Investments, Portfolio Management, Investment Management, Financial Advisory, Management, Series 7
Education
Babson College
Merrill Lynch December 2005 - Present
Skills
Investment Strategies, Investments, Portfolio Management, Investment Management, Financial Advisory, Management, Series 7
Education
Babson College
Patrick Nihan's Merrill Lynch Experience September 1997 - December 1999
Job Vice President at E D & F Man Capital Markets, Inc.
Industry Financial Services
Experience
E D & F Man Capital Markets, Inc July 2013 - Present
Phoenix Partners Group February 2007 - June 2013
IDX Derivatives LLC March 2006 - January 2007
GFI Group December 2005 - March 2006
Cantor Fitzgerald June 2003 - June 2005
Barclays March 2002 - December 2002
Dresdner Kleinwort Wasserstein July 2000 - August 2001
Merrill Lynch September 1997 - December 1999
Skills
Bloomberg, Renewable Energy, Credit Risk, Alternative Investments, Derivatives, Trading, Fixed Income, Valuation, Financial Analysis, Financial Modeling, Data Analysis, Capital Markets, Hedge Funds, Structured Products, Emerging Markets, Financial Markets, Trading Systems, Credit Derivatives, Equities
Education
Babson College 1990 — 1994
BSc, Finance/Economics
Hong Kong International School 1982 — 1990
E D & F Man Capital Markets, Inc July 2013 - Present
Phoenix Partners Group February 2007 - June 2013
IDX Derivatives LLC March 2006 - January 2007
GFI Group December 2005 - March 2006
Cantor Fitzgerald June 2003 - June 2005
Barclays March 2002 - December 2002
Dresdner Kleinwort Wasserstein July 2000 - August 2001
Merrill Lynch September 1997 - December 1999
Skills
Bloomberg, Renewable Energy, Credit Risk, Alternative Investments, Derivatives, Trading, Fixed Income, Valuation, Financial Analysis, Financial Modeling, Data Analysis, Capital Markets, Hedge Funds, Structured Products, Emerging Markets, Financial Markets, Trading Systems, Credit Derivatives, Equities
Education
Babson College 1990 — 1994
BSc, Finance/Economics
Hong Kong International School 1982 — 1990
Alvin Loshak's Merrill Lynch Experience April 2012 - Present
Job Director Exotic Derivatives at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Beresin Loshak Asset Management January 2010 - April 2012
Credit Suisse 1998 - 2009
Barclays Capital 1996 - 1998
Skills
Fixed Income, Derivatives, Risk Management, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Options, Trading, Financial Markets, FX Options, Equity Derivatives, Asset Managment, Swaps, Securities, Interest Rate..., Financial Structuring, Investments, Hedging, Investment Management, Proprietary Trading, Rates, Structured Products, Bloomberg, Bonds, Capital Markets, Exotic Derivatives, Fund Of Funds, Interest Rate Swaps, Trading Strategies, Interest Rate Risk..., Credit Derivatives, Equities, Market Risk, Asset Allocation, Product Control, Equity Trading
Education
Babson College 1994 — 1996
BA, Economics/Finance
Bard College at Simon's Rock 1992 — 1994
AA, Liberal Arts
Merrill Lynch April 2012 - Present
Beresin Loshak Asset Management January 2010 - April 2012
Credit Suisse 1998 - 2009
Barclays Capital 1996 - 1998
Skills
Fixed Income, Derivatives, Risk Management, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Options, Trading, Financial Markets, FX Options, Equity Derivatives, Asset Managment, Swaps, Securities, Interest Rate..., Financial Structuring, Investments, Hedging, Investment Management, Proprietary Trading, Rates, Structured Products, Bloomberg, Bonds, Capital Markets, Exotic Derivatives, Fund Of Funds, Interest Rate Swaps, Trading Strategies, Interest Rate Risk..., Credit Derivatives, Equities, Market Risk, Asset Allocation, Product Control, Equity Trading
Education
Babson College 1994 — 1996
BA, Economics/Finance
Bard College at Simon's Rock 1992 — 1994
AA, Liberal Arts
Jaime Cohen's Merrill Lynch Experience June 2010 - August 2010
Job Fixed Income Analyst at BiscayneAmericas Advisers
Industry Investment Management
Experience
BiscayneAmericas Advisers June 2011 - Present
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Investments, Fixed Income, Equities
Education
Babson College 2008 — 2011
Bachelor of Science in Business Administration, Concentrations: Finance, Economics
BiscayneAmericas Advisers June 2011 - Present
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Investments, Fixed Income, Equities
Education
Babson College 2008 — 2011
Bachelor of Science in Business Administration, Concentrations: Finance, Economics
Bill Andrian's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Series 63, Series 7, 401k, Series 6, Fixed Annuities, Investments, Financial Services, Securities, Wealth Management, IRAs, Pensions, Strategic Financial..., FINRA, Asset Allocation, Insurance, Portfolio Management, Relationship Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
The University of Connecticut
Bachelor of Science (B.S.)
Merrill Lynch June 2012 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Series 63, Series 7, 401k, Series 6, Fixed Annuities, Investments, Financial Services, Securities, Wealth Management, IRAs, Pensions, Strategic Financial..., FINRA, Asset Allocation, Insurance, Portfolio Management, Relationship Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
The University of Connecticut
Bachelor of Science (B.S.)
Tom Ferrara's Merrill Lynch Experience January 2014 - June 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Merrill Lynch January 2014 - June 2014
Lord Abbett March 2006 - February 2013
MacKay Shields October 2002 - February 2006
Callan Associates June 1997 - August 2002
Skills
Asset Management, Hedge Funds, Trading Systems, Equities, Series 7, Securities, Mutual Funds, Risk Management, Alternative Investments, Derivatives, Fixed Income, Capital Markets, Electronic Trading, Options, Investments, Investment Management, Portfolio Management, Trading, Asset Allocation, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
B.S., Accounting
TIAA-CREF August 2014 - Present
Merrill Lynch January 2014 - June 2014
Lord Abbett March 2006 - February 2013
MacKay Shields October 2002 - February 2006
Callan Associates June 1997 - August 2002
Skills
Asset Management, Hedge Funds, Trading Systems, Equities, Series 7, Securities, Mutual Funds, Risk Management, Alternative Investments, Derivatives, Fixed Income, Capital Markets, Electronic Trading, Options, Investments, Investment Management, Portfolio Management, Trading, Asset Allocation, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
B.S., Accounting
Brian Kuskowski's Merrill Lynch Experience October 1995 - March 1997
Job Electricity Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2004 - Present
GA Options March 2004 - October 2004
Mirant June 2001 - September 2003
Euro Brokers March 1997 - August 1999
United States Marine Corps Reserve June 1993 - May 1999
Merrill Lynch October 1995 - March 1997
Skills
Hedging, Commodity Markets, Commodity, Trading, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Babson College
Bachelors of Science, Finance
Morgan Stanley 2004 - Present
GA Options March 2004 - October 2004
Mirant June 2001 - September 2003
Euro Brokers March 1997 - August 1999
United States Marine Corps Reserve June 1993 - May 1999
Merrill Lynch October 1995 - March 1997
Skills
Hedging, Commodity Markets, Commodity, Trading, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Babson College
Bachelors of Science, Finance
Jennifer Gerold's Merrill Lynch Experience 2006 - 2008
Job Private Equity and Investment Banking Professional
Industry Financial Services
Experience
Noble Life Science Partners 2014 - Present
MDR Healthcare and Technology LLC 2011 - 2014
Ziff Brothers Investments LLC 2010 - 2011
ThomasLloyd Capital LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Credit Suisse 2004 - 2006
Bear Stearns 2001 - 2003
EY 1994 - 1999
Skills
Investment Banking, Due Diligence, Capital Markets, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Modeling, Alternative Investments, Private Equity, Financial Advisory, Financial Statement..., Transaction Experience, Problem Solving, Project Management, High Analytical Skills, Equities, Finance, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Babson College 1990 — 1993
Bachelor of Science (BS), Accounting and Finance/Investments
Noble Life Science Partners 2014 - Present
MDR Healthcare and Technology LLC 2011 - 2014
Ziff Brothers Investments LLC 2010 - 2011
ThomasLloyd Capital LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Credit Suisse 2004 - 2006
Bear Stearns 2001 - 2003
EY 1994 - 1999
Skills
Investment Banking, Due Diligence, Capital Markets, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Modeling, Alternative Investments, Private Equity, Financial Advisory, Financial Statement..., Transaction Experience, Problem Solving, Project Management, High Analytical Skills, Equities, Finance, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Babson College 1990 — 1993
Bachelor of Science (BS), Accounting and Finance/Investments
Anjali Sakhrani's Merrill Lynch Experience September 2011 - December 2011
Job
Industry
Experience
Obama for America September 2012 - November 2012
Merrill Lynch September 2011 - December 2011
Cohen Financial June 2011 - August 2011
Education
Babson College 2008 — 2012
Bachelor of Science (BS), Economics
Obama for America September 2012 - November 2012
Merrill Lynch September 2011 - December 2011
Cohen Financial June 2011 - August 2011
Education
Babson College 2008 — 2012
Bachelor of Science (BS), Economics
Jorge Rodriguez-Amiama's Merrill Lynch Experience 1990 - 1991
Job International Marketing Director ADM RICE, INC
Industry International Trade and Development
Experience
ADM RICE, INC April 2000 - Present
Newfield Partners Ltd. 1992 - 2000
New York Bay Co. 1991 - 1992
Merrill Lynch 1990 - 1991
Okeelanta Corp 1986 - 1990
Skills
International Trade, International Sales, International Business, Sugar, Banking, Commodity, Rice
Education
Babson College 1984 — 1986
Master of Business Administration (MBA), Finance and Economics
Georgia Tech 1979 — 1983
Bachelor of Science (BS), Mechanical Engineering
ADM RICE, INC April 2000 - Present
Newfield Partners Ltd. 1992 - 2000
New York Bay Co. 1991 - 1992
Merrill Lynch 1990 - 1991
Okeelanta Corp 1986 - 1990
Skills
International Trade, International Sales, International Business, Sugar, Banking, Commodity, Rice
Education
Babson College 1984 — 1986
Master of Business Administration (MBA), Finance and Economics
Georgia Tech 1979 — 1983
Bachelor of Science (BS), Mechanical Engineering
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank