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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Merrill Lynch Employees
Employee
Years
Job
Industry
Nathan Croswhite Nathan Croswhite's Merrill Lynch Experience March 2012 - March 2013
Job Mutual Fund Wholesaler
Industry Financial Services
Experience
Transamerica March 2013 - Present
Merrill Lynch March 2012 - March 2013
Jones International University November 2009 - January 2012
Skills
Wealth Management, Financial Analysis, Retirement Planning, Entrepreneurship, Financial Reporting, Small Business..., Special Needs Trusts, Business Acquisition...
Education
Jones International University 2009 — 2011
BBA, Finance
Transamerica March 2013 - Present
Merrill Lynch March 2012 - March 2013
Jones International University November 2009 - January 2012
Skills
Wealth Management, Financial Analysis, Retirement Planning, Entrepreneurship, Financial Reporting, Small Business..., Special Needs Trusts, Business Acquisition...
Education
Jones International University 2009 — 2011
BBA, Finance
Patricia Castagna Patricia Castagna's Merrill Lynch Experience August 1996 - April 2001
Job Administrative Assistant at Layne Christensen
Industry Construction
Experience
Layne Christensen February 2003 - Present
Merrill Lynch August 1996 - April 2001
Skills
Process Scheduler, Outlook, Accounts Payable, Microsoft Office, Administrative..., Microsoft Excel, Payroll, Office Management, Data Entry, Accounts Receivable, Microsoft Word, Spreadsheets, Budgets, Lotus Notes, Customer Service, Supervisory Skills, Construction, PowerPoint, Invoicing, Purchasing, Account Reconciliation, Access
Education
Katherine Gibbs School 1995 — 1996
Corporate Assistant Program
Stroudsburg High School
Layne Christensen February 2003 - Present
Merrill Lynch August 1996 - April 2001
Skills
Process Scheduler, Outlook, Accounts Payable, Microsoft Office, Administrative..., Microsoft Excel, Payroll, Office Management, Data Entry, Accounts Receivable, Microsoft Word, Spreadsheets, Budgets, Lotus Notes, Customer Service, Supervisory Skills, Construction, PowerPoint, Invoicing, Purchasing, Account Reconciliation, Access
Education
Katherine Gibbs School 1995 — 1996
Corporate Assistant Program
Stroudsburg High School
Steve Chervenyak Steve Chervenyak's Merrill Lynch Experience June 2007 - November 2007
Job Customer Management Specialist at Mottahedeh, Inc.
Industry Financial Services
Experience
Mottahedeh, Inc. February 2014 - Present
Abbott April 2013 - December 2013
Educational Testing Service (ETS) May 2012 - October 2012
ATOMIC ELECTRIC July 2010 - May 2012
ROTATOR STAFFING, at Medicia Holdings LLC October 2010 - December 2010
U.S. Department of Commerce March 2010 - August 2010
COSTCO PACKAGING DEPOT July 2008 - December 2008
Merrill Lynch June 2007 - November 2007
Merrill Lynch October 2005 - June 2007
Merrill Lynch August 2002 - October 2005
Skills
Analysis, Customer Service, Outlook, Microsoft Excel, Sales, Project Planning, Team Building, Microsoft Office, Process Improvement, Data Analysis, Forecasting, Account Reconciliation, Microsoft Word, Spreadsheets, PowerPoint, Inventory Management, Customer Relations, Supervisory Skills, Business Analysis, Project Management, Word, Excel, A+ Certified, Problem Solving, Compliance, Mentoring, Pivot Tables, Vlookup, Alternative Investments, Fraud Detection, Fraud, Internal Controls, Gentran, EDI, Internal Audit, Quality Assurance
Education
Kean University
Business/Marketing; Business/Marketing; Information Technology Management
Middlesex County College
Associates Degree, Liberal Arts
Mottahedeh, Inc. February 2014 - Present
Abbott April 2013 - December 2013
Educational Testing Service (ETS) May 2012 - October 2012
ATOMIC ELECTRIC July 2010 - May 2012
ROTATOR STAFFING, at Medicia Holdings LLC October 2010 - December 2010
U.S. Department of Commerce March 2010 - August 2010
COSTCO PACKAGING DEPOT July 2008 - December 2008
Merrill Lynch June 2007 - November 2007
Merrill Lynch October 2005 - June 2007
Merrill Lynch August 2002 - October 2005
Skills
Analysis, Customer Service, Outlook, Microsoft Excel, Sales, Project Planning, Team Building, Microsoft Office, Process Improvement, Data Analysis, Forecasting, Account Reconciliation, Microsoft Word, Spreadsheets, PowerPoint, Inventory Management, Customer Relations, Supervisory Skills, Business Analysis, Project Management, Word, Excel, A+ Certified, Problem Solving, Compliance, Mentoring, Pivot Tables, Vlookup, Alternative Investments, Fraud Detection, Fraud, Internal Controls, Gentran, EDI, Internal Audit, Quality Assurance
Education
Kean University
Business/Marketing; Business/Marketing; Information Technology Management
Middlesex County College
Associates Degree, Liberal Arts
Jeff Sieve Jeff Sieve's Merrill Lynch Experience August 1999 - June 2002
Job Regional Director Southwest at Carl Zeiss Meditec
Industry Medical Devices
Experience
Carl Zeiss Meditec AG September 2014 - Present
Carl Zeiss Meditec April 2010 - September 2014
ConMed Electrosurgery January 2009 - May 2010
Countrywide Home Loans December 2004 - November 2008
Homeowners Loan Corp December 2002 - December 2004
ING Funds June 2002 - December 2002
Merrill Lynch August 1999 - June 2002
Skills
Sales Operations, Selling, Cross-functional Team..., Business Development, Cold Calling, Sales Management, Sales, New Business Development, B2B, Leadership, Marketing, Executive Management, Portfolio Management, Product Launch, Networking, Competitive Analysis, Management, Sales Process
Education
Kansas State University 1994 — 1999
Bachelors, Marketing and International Business
Sumner Academy
H.S. Diploma
Carl Zeiss Meditec AG September 2014 - Present
Carl Zeiss Meditec April 2010 - September 2014
ConMed Electrosurgery January 2009 - May 2010
Countrywide Home Loans December 2004 - November 2008
Homeowners Loan Corp December 2002 - December 2004
ING Funds June 2002 - December 2002
Merrill Lynch August 1999 - June 2002
Skills
Sales Operations, Selling, Cross-functional Team..., Business Development, Cold Calling, Sales Management, Sales, New Business Development, B2B, Leadership, Marketing, Executive Management, Portfolio Management, Product Launch, Networking, Competitive Analysis, Management, Sales Process
Education
Kansas State University 1994 — 1999
Bachelors, Marketing and International Business
Sumner Academy
H.S. Diploma
Dana D'Alessio, PMP's Merrill Lynch Experience February 1993 - January 2000
Job IT Project Manager
Industry Information Technology and Services
Experience
UDR, Inc. September 2011 - Present
Pearson eCollege July 2011 - September 2011
Jones International University June 2009 - July 2011
Molson Coors February 2009 - June 2009
AIMCO August 2006 - November 2008
AIMCO August 2005 - August 2006
AIMCO March 2004 - August 2005
Gateway Computers December 2000 - March 2004
Merrill Lynch February 1993 - January 2000
Skills
Program Management, Process Improvement, Vendor Management, Management, Business Analysis, Software Documentation, Visio, Integration, MS Project, Leadership, Change Management, Project Management, Quality Assurance, SharePoint, Team Building, Software Project..., Consulting, SDLC, Analysis, Strategy, Team Leadership, Agile Project Management, ERP, Project Planning, Operations Management, Budgets, Risk Management, Testing, IT Strategy, Requirements Analysis, Strategic Planning, Training, Software Development, Business Intelligence, Human Resources, PMP, IT Management, Business Process..., Team Management, Project Portfolio..., Continuous Improvement, Documentation, Six Sigma, Business Process Mapping, Data Analysis, Process Mapping, Standardization, Process Engineering, Problem Solving, Mentoring
Education
Jones International University 2010 — 2010
Certificate in Project Management
Disney Leadership Institute
UDR, Inc. September 2011 - Present
Pearson eCollege July 2011 - September 2011
Jones International University June 2009 - July 2011
Molson Coors February 2009 - June 2009
AIMCO August 2006 - November 2008
AIMCO August 2005 - August 2006
AIMCO March 2004 - August 2005
Gateway Computers December 2000 - March 2004
Merrill Lynch February 1993 - January 2000
Skills
Program Management, Process Improvement, Vendor Management, Management, Business Analysis, Software Documentation, Visio, Integration, MS Project, Leadership, Change Management, Project Management, Quality Assurance, SharePoint, Team Building, Software Project..., Consulting, SDLC, Analysis, Strategy, Team Leadership, Agile Project Management, ERP, Project Planning, Operations Management, Budgets, Risk Management, Testing, IT Strategy, Requirements Analysis, Strategic Planning, Training, Software Development, Business Intelligence, Human Resources, PMP, IT Management, Business Process..., Team Management, Project Portfolio..., Continuous Improvement, Documentation, Six Sigma, Business Process Mapping, Data Analysis, Process Mapping, Standardization, Process Engineering, Problem Solving, Mentoring
Education
Jones International University 2010 — 2010
Certificate in Project Management
Disney Leadership Institute
Erin Hoestje's Merrill Lynch Experience July 2005 - September 2006
Job Associate Principal Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority February 2013 - September 2015
Office of the Kansas Securities Commisioner September 2006 - January 2013
Merrill Lynch July 2005 - September 2006
Skills
Financial Regulation, Litigation, Criminal Law
Education
Washburn University School of Law 2002 — 2005
Juris Doctorate
Kansas State University 1998 — 2002
Bachelor of Science (BS), Finance, General
Financial Industry Regulatory Authority February 2013 - September 2015
Office of the Kansas Securities Commisioner September 2006 - January 2013
Merrill Lynch July 2005 - September 2006
Skills
Financial Regulation, Litigation, Criminal Law
Education
Washburn University School of Law 2002 — 2005
Juris Doctorate
Kansas State University 1998 — 2002
Bachelor of Science (BS), Finance, General
Colleen Schon Colleen Schon's Merrill Lynch Experience February 1986 - February 1994
Job Sr. Vice President Investments, Managing Director, Anthem Advisors of Raymond James
Industry Financial Services
Experience
Raymond James February 2005 - Present
UBS February 1994 - February 2005
Merrill Lynch February 1986 - February 1994
Skills
Investments, Retirement Plan..., Wealth Management, Investment Advisory, Asset Protection, Asset Allocation, Family Legacy Planning, Investment Management..., Annuities, Financial Services, Series 7, Series 63, Series 65, Series 6, Financial Advisory, Financial Planning, Retirement, Securities, Estate Planning, Retirement Planning, Finance, Mutual Funds, Portfolio Management, Investment Management
Education
Kaplan University 2006 — 2006
Wealth Management Specialist, Finances
Flint Central
Raymond James February 2005 - Present
UBS February 1994 - February 2005
Merrill Lynch February 1986 - February 1994
Skills
Investments, Retirement Plan..., Wealth Management, Investment Advisory, Asset Protection, Asset Allocation, Family Legacy Planning, Investment Management..., Annuities, Financial Services, Series 7, Series 63, Series 65, Series 6, Financial Advisory, Financial Planning, Retirement, Securities, Estate Planning, Retirement Planning, Finance, Mutual Funds, Portfolio Management, Investment Management
Education
Kaplan University 2006 — 2006
Wealth Management Specialist, Finances
Flint Central
Nate Chapman's Merrill Lynch Experience June 2015 - August 2015
Job Campus Ambassador at Kansas State University
Industry Financial Services
Experience
Kansas State University August 2014 - Present
Merrill Lynch June 2015 - August 2015
Centennial Capital Partners June 2014 - August 2014
Kansas State University August 2013 - August 2014
Houlihan's Restaurants, Inc. August 2012 - December 2012
On The Border May 2011 - August 2012
Skills
Customer Service, Leadership, Financial Analysis, Public Speaking, Finance, Time Management, Microsoft Office, Microsoft Excel, Event Planning, Teamwork, Social Networking, Communication, Research
Education
Kansas State University 2012 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services, Senior
University of Colorado Denver 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Kansas State University August 2014 - Present
Merrill Lynch June 2015 - August 2015
Centennial Capital Partners June 2014 - August 2014
Kansas State University August 2013 - August 2014
Houlihan's Restaurants, Inc. August 2012 - December 2012
On The Border May 2011 - August 2012
Skills
Customer Service, Leadership, Financial Analysis, Public Speaking, Finance, Time Management, Microsoft Office, Microsoft Excel, Event Planning, Teamwork, Social Networking, Communication, Research
Education
Kansas State University 2012 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services, Senior
University of Colorado Denver 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Adam Hoopes's Merrill Lynch Experience January 2006 - August 2007
Job Financial Planner at Stepp & Rothwell, Inc.
Industry Financial Services
Experience
Stepp & Rothwell, Inc. August 2007 - Present
Merrill Lynch January 2006 - August 2007
Education
Kansas State University 1995 — 1999
Bachelor of Science (BS), Personal Financial Planning
Blue Valley High School 1991 — 1995
Stepp & Rothwell, Inc. August 2007 - Present
Merrill Lynch January 2006 - August 2007
Education
Kansas State University 1995 — 1999
Bachelor of Science (BS), Personal Financial Planning
Blue Valley High School 1991 — 1995
Sonny Crouse's Merrill Lynch Experience August 2012 - February 2014
Job Army Ranger Veteran & Leader for Bank of America, Assistant Vice President
Industry Financial Services
Experience
Bank of America February 2014 - Present
Merrill Lynch August 2012 - February 2014
Forex Global Solutions Inc January 2007 - January 2011
Unicco Construction June 2005 - March 2007
US Army January 2000 - January 2004
Skills
Investments, Portfolio Management, Risk Management, Finance, Leadership, Wealth Management, Management, Strategy, Trading, Alternative Investments, Strategic Financial..., Securities, Asset Management, Equities, Team Building, Business Development, Financial Advisory, Sales, Investment Strategies, Fixed Income, Financial Markets, Capital Markets, Marketing, Asset Allocation, Operations Management, Currency, ETFs, Analysis, Investment Advisory, Series 7, Performance Management, Investment Banking, Bonds, Trading Strategies, FX trading, Hedge Funds, Equity Trading, Technical Analysis, Hedging, Commodity, Electronic Trading, Derivatives, FX Options, Bloomberg, Economic Modeling, Econometric Modeling, Sales Management, Team Leadership, Organizational..., Strategic Leadership
Education
Palm Beach State 2010 — 2012
Continuing, Economics, Second year
Kaplan University
Bank of America February 2014 - Present
Merrill Lynch August 2012 - February 2014
Forex Global Solutions Inc January 2007 - January 2011
Unicco Construction June 2005 - March 2007
US Army January 2000 - January 2004
Skills
Investments, Portfolio Management, Risk Management, Finance, Leadership, Wealth Management, Management, Strategy, Trading, Alternative Investments, Strategic Financial..., Securities, Asset Management, Equities, Team Building, Business Development, Financial Advisory, Sales, Investment Strategies, Fixed Income, Financial Markets, Capital Markets, Marketing, Asset Allocation, Operations Management, Currency, ETFs, Analysis, Investment Advisory, Series 7, Performance Management, Investment Banking, Bonds, Trading Strategies, FX trading, Hedge Funds, Equity Trading, Technical Analysis, Hedging, Commodity, Electronic Trading, Derivatives, FX Options, Bloomberg, Economic Modeling, Econometric Modeling, Sales Management, Team Leadership, Organizational..., Strategic Leadership
Education
Palm Beach State 2010 — 2012
Continuing, Economics, Second year
Kaplan University
Armando Llanes Llanear47@gmail.com Armando Llanes Llanear47@gmail.com's Merrill Lynch Experience March 2000 - October 2003
Job AVP Participant Communications and Strategy at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2011 - Present
Landmark Education November 2007 - June 2015
Open Door Ministries January 2010 - December 2012
Retirement Educators January 2010 - June 2011
Lisa James Otto Country Properties February 2010 - May 2011
AllianceBernstein October 2003 - March 2009
Merrill Lynch March 2000 - October 2003
The Vanguard Group April 1993 - March 2000
The Vanguard Group May 1990 - April 1993
Skills
Relationship Management, Project Management, Financial Services, Public Speaking, Strategic Planning, Vendor Management, Leadership, Coaching, Team Building, Workshop Facilitation, Leadership Development, Team Leadership, Sales, Marketing, Event Planning, Investments, Training, Change Management, Consulting, Management
Education
Kean University 1984 — 1986
Business Administration
Saint Peter's University 1983 — 1984
Business Administration
Transamerica Retirement Solutions July 2011 - Present
Landmark Education November 2007 - June 2015
Open Door Ministries January 2010 - December 2012
Retirement Educators January 2010 - June 2011
Lisa James Otto Country Properties February 2010 - May 2011
AllianceBernstein October 2003 - March 2009
Merrill Lynch March 2000 - October 2003
The Vanguard Group April 1993 - March 2000
The Vanguard Group May 1990 - April 1993
Skills
Relationship Management, Project Management, Financial Services, Public Speaking, Strategic Planning, Vendor Management, Leadership, Coaching, Team Building, Workshop Facilitation, Leadership Development, Team Leadership, Sales, Marketing, Event Planning, Investments, Training, Change Management, Consulting, Management
Education
Kean University 1984 — 1986
Business Administration
Saint Peter's University 1983 — 1984
Business Administration
David Wentland, CFP® David Wentland, CFP®'s Merrill Lynch Experience June 2013 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
J.P. Morgan August 2009 - January 2013
JPMorgan Chase December 2006 - August 2009
Skills
Series 63, Series 7, Investments, Banking, Mutual Funds, Portfolio Management, Fixed Income, Loans, Securities, Wealth Management, Equities, Retirement Planning
Education
Kalamazoo College 2002 — 2006
Bachelor's degree, Economics/Business
Kaplan University 2011 — 2012
Accelerated Certificate Program for CFP® Certification
Merrill Lynch June 2013 - Present
J.P. Morgan August 2009 - January 2013
JPMorgan Chase December 2006 - August 2009
Skills
Series 63, Series 7, Investments, Banking, Mutual Funds, Portfolio Management, Fixed Income, Loans, Securities, Wealth Management, Equities, Retirement Planning
Education
Kalamazoo College 2002 — 2006
Bachelor's degree, Economics/Business
Kaplan University 2011 — 2012
Accelerated Certificate Program for CFP® Certification
Cody O'Keefe's Merrill Lynch Experience July 2012 - April 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments March 2014 - February 2015
ExecReps September 2013 - March 2014
Merrill Lynch July 2012 - April 2013
Bank of America August 2009 - July 2012
Bank of America August 2008 - August 2009
Skills
Finance, Banking, Financial Analysis, Customer Service, Social Networking, Investments, Consumer Lending, Financial Services, Management, Sales, Lines Of Credit, Small Business Lending, Microsoft Office, Credit, Marketing, Loans, Small Business, Strategic Financial..., Internet Banking, Financial Accounting, Business Ethics, Business Analysis, Commercial Lending, Commercial Banking, Personal Banking, Account Management, Strategic Communications, Series 7, Accounting, Wealth Management, CRM, Managerial Finance, Financial Reporting, Options Strategies, Private Banking, Retail Banking, Mortgage Banking, Stock Market, Profit Margins, Managerial Economics, GAAP, Portfolio Management, Risk Management, Leadership, Financial Advisory, Financial Planning
Education
University of California, Berkeley
CFP, Personal Financial Planning
Kaplan University 2010 — 2013
Bachelor of Science (BS), Accounting, 3.48
Healdsburg High School 2000 — 2004
High School Diploma, 3.5
Fidelity Investments February 2015 - Present
Fidelity Investments March 2014 - February 2015
ExecReps September 2013 - March 2014
Merrill Lynch July 2012 - April 2013
Bank of America August 2009 - July 2012
Bank of America August 2008 - August 2009
Skills
Finance, Banking, Financial Analysis, Customer Service, Social Networking, Investments, Consumer Lending, Financial Services, Management, Sales, Lines Of Credit, Small Business Lending, Microsoft Office, Credit, Marketing, Loans, Small Business, Strategic Financial..., Internet Banking, Financial Accounting, Business Ethics, Business Analysis, Commercial Lending, Commercial Banking, Personal Banking, Account Management, Strategic Communications, Series 7, Accounting, Wealth Management, CRM, Managerial Finance, Financial Reporting, Options Strategies, Private Banking, Retail Banking, Mortgage Banking, Stock Market, Profit Margins, Managerial Economics, GAAP, Portfolio Management, Risk Management, Leadership, Financial Advisory, Financial Planning
Education
University of California, Berkeley
CFP, Personal Financial Planning
Kaplan University 2010 — 2013
Bachelor of Science (BS), Accounting, 3.48
Healdsburg High School 2000 — 2004
High School Diploma, 3.5
Kari Jorgensen Kari Jorgensen's Merrill Lynch Experience 2002 - 2003
Job Product Director
Industry Health, Wellness and Fitness
Experience
Optum - A UnitedHealth Group Company July 2012 - Present
OptumHealth March 2008 - July 2012
OptumHealth February 2007 - March 2008
Kaplan Higher Education 2005 - 2007
Kaplan Higher Education 2003 - 2005
Merrill Lynch 2002 - 2003
Education
Kaplan University 2005 — 2007
M.B.A.
Wheaton College 1999 — 2003
B.A.
Oak Park River Forest HS
Optum - A UnitedHealth Group Company July 2012 - Present
OptumHealth March 2008 - July 2012
OptumHealth February 2007 - March 2008
Kaplan Higher Education 2005 - 2007
Kaplan Higher Education 2003 - 2005
Merrill Lynch 2002 - 2003
Education
Kaplan University 2005 — 2007
M.B.A.
Wheaton College 1999 — 2003
B.A.
Oak Park River Forest HS
Lindsey Mathes, RDN, LD's Merrill Lynch Experience July 2005 - July 2006
Job Dietitian and Personal Trainer
Industry Health, Wellness and Fitness
Experience
Texas Christian University August 2015 - Present
Inursha Fitness March 2012 - Present
Aramark September 2014 - May 2015
Dr.s Orders July 2012 - July 2014
YMCA October 2011 - December 2012
Gold's Gym May 2008 - May 2011
Sun Journal October 2009 - February 2011
Gold's Gym Inc October 2007 - May 2008
Compass Bank July 2006 - July 2007
Merrill Lynch July 2005 - July 2006
Skills
Nutritional Counseling, Strength Training, Fitness Training, Wellness, Athletics, Wellness Coaching, Nutrition Education, Dietetics, Customer Service, Lifestyle, Exercise Physiology, Operant Conditioning, Nutrition
Education
Kansas State University 2009 — 2013
Bachelor of Science, Dietetics
Ohio University 2001 — 2005
Bachelor of Specialized Studies, Journalism and Communications
Williamsville South High School 1997 — 2001
Williamsville South High School
Williamsville South High School
Texas Christian University August 2015 - Present
Inursha Fitness March 2012 - Present
Aramark September 2014 - May 2015
Dr.s Orders July 2012 - July 2014
YMCA October 2011 - December 2012
Gold's Gym May 2008 - May 2011
Sun Journal October 2009 - February 2011
Gold's Gym Inc October 2007 - May 2008
Compass Bank July 2006 - July 2007
Merrill Lynch July 2005 - July 2006
Skills
Nutritional Counseling, Strength Training, Fitness Training, Wellness, Athletics, Wellness Coaching, Nutrition Education, Dietetics, Customer Service, Lifestyle, Exercise Physiology, Operant Conditioning, Nutrition
Education
Kansas State University 2009 — 2013
Bachelor of Science, Dietetics
Ohio University 2001 — 2005
Bachelor of Specialized Studies, Journalism and Communications
Williamsville South High School 1997 — 2001
Williamsville South High School
Williamsville South High School
Jared Gudenkauf's Merrill Lynch Experience February 2011 - Present
Job Vice President & Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Financial Planning Association of Kansas City January 2015 - September 2015
Financial Planning Association of Kansas City January 2011 - December 2012
Ameriprise Financial April 2003 - February 2011
Ameriprise Financial Services, Inc. April 2004 - November 2008
Skills
Team Leadership, Retirement Planning, Retirement, Series 7, Wealth Management, Leadership, Investments, Investment Advisory, Portfolio Management, Management, Asset Allocation, Financial Analysis, 401k, Strategic Financial..., Small Business, Finance, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Budgets
Education
Kansas State University 1998 — 2002
Bachelor of Science
Saint Thomas Aquinas 1994 — 1998
Merrill Lynch February 2011 - Present
Financial Planning Association of Kansas City January 2015 - September 2015
Financial Planning Association of Kansas City January 2011 - December 2012
Ameriprise Financial April 2003 - February 2011
Ameriprise Financial Services, Inc. April 2004 - November 2008
Skills
Team Leadership, Retirement Planning, Retirement, Series 7, Wealth Management, Leadership, Investments, Investment Advisory, Portfolio Management, Management, Asset Allocation, Financial Analysis, 401k, Strategic Financial..., Small Business, Finance, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, Fixed Annuities, Budgets
Education
Kansas State University 1998 — 2002
Bachelor of Science
Saint Thomas Aquinas 1994 — 1998
Sara Moreno Jurado Sara Moreno Jurado's Merrill Lynch Experience May 2010 - May 2012
Job Financial Advisor at MassMutual Southwest
Industry Financial Services
Experience
MassMutual Southwest May 2012 - Present
MJJT Properties LLC January 2012 - Present
Merrill Lynch May 2010 - May 2012
Skills
Wealth Management, Business Planning, International Relations, Finance, Investments, Financial Planning, Strategic Planning
Education
Tecnológico de Monterrey 2003 — 2008
Bachelor's Degree, International Relations and Affairs
Kansai Gaidai University 2005 — 2006
Bachelor's Degree, East Asian Studies
MassMutual Southwest May 2012 - Present
MJJT Properties LLC January 2012 - Present
Merrill Lynch May 2010 - May 2012
Skills
Wealth Management, Business Planning, International Relations, Finance, Investments, Financial Planning, Strategic Planning
Education
Tecnológico de Monterrey 2003 — 2008
Bachelor's Degree, International Relations and Affairs
Kansai Gaidai University 2005 — 2006
Bachelor's Degree, East Asian Studies
Lisa (Gayoski) Garabedian Lisa (Gayoski) Garabedian's Merrill Lynch Experience July 2002 - Present
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2002 - Present
Fidelity Investments 1987 - 2002
Skills
Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Portfolio Management, Alternative Investments
Education
Suffolk University 1992 — 1996
Master of Business Administration (MBA)
Mount Ida College 1987 — 1989
Bachelors Degree
Katherine Gibbs School 1985 — 1987
Associate's Degree
Old Rochester Regional High School 1981 — 1985
Merrill Lynch July 2002 - Present
Fidelity Investments 1987 - 2002
Skills
Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Portfolio Management, Alternative Investments
Education
Suffolk University 1992 — 1996
Master of Business Administration (MBA)
Mount Ida College 1987 — 1989
Bachelors Degree
Katherine Gibbs School 1985 — 1987
Associate's Degree
Old Rochester Regional High School 1981 — 1985
Andrew (Bo) Ellison's Merrill Lynch Experience June 2011 - August 2011
Job Financial Services Assurance Ernst and Young
Industry Accounting
Experience
EY June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Excel, Teamwork, Analytics, Interpersonal..., Financial Accounting
Education
Kansas State University 2009 — 2013
Bachelor of Science (B.S.), In Accounting and Finance; Leadership Studies Minor
EY June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Excel, Teamwork, Analytics, Interpersonal..., Financial Accounting
Education
Kansas State University 2009 — 2013
Bachelor of Science (B.S.), In Accounting and Finance; Leadership Studies Minor
Anthony Kamnikar, CPCU, AAI Anthony Kamnikar, CPCU, AAI's Merrill Lynch Experience July 1976 - December 1978
Job Vice President at ECBM
Industry Insurance
Experience
ECBM January 2011 - Present
Gleason Agency January 1979 - January 2011
Merrill Lynch July 1976 - December 1978
Skills
Insurance, Commercial Insurance, D&O, Casualty, Excess, Legal Liability, Employment Practices..., Professional Liability, Property & Casualty..., Umbrella Insurance, Liability Analysis, Liability, Workers Compensation, Commercial Lines, Underwriting, General Insurance, Inland Marine, Risk Management
Education
St Francis University 2001 — 2006
MBA
Juniata College 1972 — 1976
BS, Business Income & Economics
ECBM January 2011 - Present
Gleason Agency January 1979 - January 2011
Merrill Lynch July 1976 - December 1978
Skills
Insurance, Commercial Insurance, D&O, Casualty, Excess, Legal Liability, Employment Practices..., Professional Liability, Property & Casualty..., Umbrella Insurance, Liability Analysis, Liability, Workers Compensation, Commercial Lines, Underwriting, General Insurance, Inland Marine, Risk Management
Education
St Francis University 2001 — 2006
MBA
Juniata College 1972 — 1976
BS, Business Income & Economics
Paul Raehpour, CFP®'s Merrill Lynch Experience December 2014 - Present
Job Financial Advisor, CFP® Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
UBS Financial Services, Inc. September 2008 - December 2014
Morgan Stanley 2002 - 2008
Vision Telecommunications 1997 - 1999
The Tonight Show with Jay Leno 1993 - 1997
Education
Kansas State University 1988 — 1992
BS, Communications
Merrill Lynch December 2014 - Present
UBS Financial Services, Inc. September 2008 - December 2014
Morgan Stanley 2002 - 2008
Vision Telecommunications 1997 - 1999
The Tonight Show with Jay Leno 1993 - 1997
Education
Kansas State University 1988 — 1992
BS, Communications
Jeffrey Felusme Jeffrey Felusme's Merrill Lynch Experience June 2009 - August 2009
Job Locomotive Engineer at NJ Transit
Industry Telecommunications
Experience
NJ Transit June 2013 - Present
Comcast July 2011 - May 2013
TD February 2011 - September 2012
Port Authority of NY & NJ January 2010 - January 2011
Merrill Lynch June 2009 - August 2009
Primerica December 2008 - May 2009
Bethany's December 2003 - December 2007
Skills
Telecommunications..., Financial Planning, Customer Service, Financial Markets, Banking, Excel, Word, PowerPoint, Cross Selling, Problem Solving, Microsoft Office, Outlook, Loans, Savings, Retail, Small Business, Financial Advisory, Investments, Portfolio Management, Mutual Funds, Insurance, Financial Modeling, Funding, Mortgage, Securities, Risk, Asset Management, Budgeting, Financial Analysis, Equities, Trading, Economics, Corporate Finance, Credit, Wealth Management, Supervisory Skills, Customer Satisfaction, Sales Management, Team Leadership, Rail Operations, Railcars, Locomotive, VoIP, Wireless, Telephony, Budgets, Relationship Management, New Business Development, Microsoft Excel, Mortgage Lending
Education
Kean University 2007 — 2011
B.S., Economics & Finance
Kean University 2007 — 2011
Bachelor's degree, Economics and Finance
NJ Transit June 2013 - Present
Comcast July 2011 - May 2013
TD February 2011 - September 2012
Port Authority of NY & NJ January 2010 - January 2011
Merrill Lynch June 2009 - August 2009
Primerica December 2008 - May 2009
Bethany's December 2003 - December 2007
Skills
Telecommunications..., Financial Planning, Customer Service, Financial Markets, Banking, Excel, Word, PowerPoint, Cross Selling, Problem Solving, Microsoft Office, Outlook, Loans, Savings, Retail, Small Business, Financial Advisory, Investments, Portfolio Management, Mutual Funds, Insurance, Financial Modeling, Funding, Mortgage, Securities, Risk, Asset Management, Budgeting, Financial Analysis, Equities, Trading, Economics, Corporate Finance, Credit, Wealth Management, Supervisory Skills, Customer Satisfaction, Sales Management, Team Leadership, Rail Operations, Railcars, Locomotive, VoIP, Wireless, Telephony, Budgets, Relationship Management, New Business Development, Microsoft Excel, Mortgage Lending
Education
Kean University 2007 — 2011
B.S., Economics & Finance
Kean University 2007 — 2011
Bachelor's degree, Economics and Finance
Brad Barclay's Merrill Lynch Experience May 2012 - August 2012
Job Financial Analyst at KeyBank Real Estate Capital
Industry Financial Services
Experience
KeyBank Real Estate Capital Financial AnalystKeyBank Real Estate CapitalMay 2015 - Present
State Street May 2014 - August 2014
Merrill Lynch May 2012 - August 2012
Skills
Financial Services, Microsoft Excel, Self-motivated Team..., Investment Management, Investments, Bloomberg
Education
Kansas State University 2011 — 2015
Finance and Accounting, Financial Controllership
Kansas State University 2010 — 2015
Bachelor of Science (B.S.), Accounting and Finance
KeyBank Real Estate Capital Financial AnalystKeyBank Real Estate CapitalMay 2015 - Present
State Street May 2014 - August 2014
Merrill Lynch May 2012 - August 2012
Skills
Financial Services, Microsoft Excel, Self-motivated Team..., Investment Management, Investments, Bloomberg
Education
Kansas State University 2011 — 2015
Finance and Accounting, Financial Controllership
Kansas State University 2010 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Rod Ehrlich's Merrill Lynch Experience February 2000 - August 2003
Job Helping Advisors grow and manage their practice.
Industry Financial Services
Experience
Investor FAN January 2012 - Present
Pacific West Financial Group August 2003 - February 2012
Merrill Lynch February 2000 - August 2003
Skills
Investments, Financial Advisory, Financial Services, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Finance, Asset Management, Retirement Planning
Education
Kansas State University 1988 — 1991
Bachelor's degree
Investor FAN January 2012 - Present
Pacific West Financial Group August 2003 - February 2012
Merrill Lynch February 2000 - August 2003
Skills
Investments, Financial Advisory, Financial Services, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Finance, Asset Management, Retirement Planning
Education
Kansas State University 1988 — 1991
Bachelor's degree
Scott McMillen, CRPC®, LUTCF's Merrill Lynch Experience June 2000 - November 2001
Job Financial Advisor at Ameriprise Financial, Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2006 - Present
H&R Block Financial Advisors December 2001 - October 2006
Merrill Lynch June 2000 - November 2001
Allstate February 1989 - June 2000
Sears Consumer Finance July 1986 - January 1989
Household Finance June 1984 - June 1986
Education
Kansas State University 1980 — 1984
Bachelor of Science, Finance
Shawnee Mission Northwest HS 1977 — 1980
Ameriprise Financial Services, Inc. October 2006 - Present
H&R Block Financial Advisors December 2001 - October 2006
Merrill Lynch June 2000 - November 2001
Allstate February 1989 - June 2000
Sears Consumer Finance July 1986 - January 1989
Household Finance June 1984 - June 1986
Education
Kansas State University 1980 — 1984
Bachelor of Science, Finance
Shawnee Mission Northwest HS 1977 — 1980
Rhonda Lamb's Merrill Lynch Experience January 1995 - May 2003
Job Executive Director at Shaffer Wealth Management HighTower
Industry Financial Services
Experience
Shaffer Wealth Management - HighTower May 2013 - Present
SunTrust Investment Services June 2003 - May 2013
Merrill Lynch January 1995 - May 2003
Skills
Series 7, Asset Allocation, Alternative Investments, Investment Strategies, Estate Planning, Uniform Combined State..., Series 24, Series 65, Insurance, Series 66, Insurance Agent
Education
Kansas State University 1990 — 1994
BS, Business Administration
Shaffer Wealth Management - HighTower May 2013 - Present
SunTrust Investment Services June 2003 - May 2013
Merrill Lynch January 1995 - May 2003
Skills
Series 7, Asset Allocation, Alternative Investments, Investment Strategies, Estate Planning, Uniform Combined State..., Series 24, Series 65, Insurance, Series 66, Insurance Agent
Education
Kansas State University 1990 — 1994
BS, Business Administration
Tim Klitch Tim Klitch's Merrill Lynch Experience 1993 - 2000
Job Managing Director, Technology and Life Sciences, Austin Market President at Comerica Bank
Industry Venture Capital & Private Equity
Experience
Comerica Bank 2000 - Present
Merrill Lynch 1993 - 2000
Texas Commerce Bank 1984 - 1993
Skills
Mergers, Commercial Banking, Venture Capital, Start-ups, Loans, Mergers & Acquisitions, Treasury Management, Cash Management, Management, Strategic Planning, Treasury, Finance, Commercial Lending, Real Estate, Investments, Portfolio Management, Strategic Financial..., Business Development, Strategy, Due Diligence, Middle Market, Private Equity, Corporate Finance, Financial Analysis
Education
Miami University 1980 — 1983
BS
Kalamazoo College 1979 — 1980
Grandview Heights High School 1976 — 1979
Comerica Bank 2000 - Present
Merrill Lynch 1993 - 2000
Texas Commerce Bank 1984 - 1993
Skills
Mergers, Commercial Banking, Venture Capital, Start-ups, Loans, Mergers & Acquisitions, Treasury Management, Cash Management, Management, Strategic Planning, Treasury, Finance, Commercial Lending, Real Estate, Investments, Portfolio Management, Strategic Financial..., Business Development, Strategy, Due Diligence, Middle Market, Private Equity, Corporate Finance, Financial Analysis
Education
Miami University 1980 — 1983
BS
Kalamazoo College 1979 — 1980
Grandview Heights High School 1976 — 1979
Anthony Milillo, PMP Anthony Milillo, PMP's Merrill Lynch Experience July 1997 - November 2008
Job Contract ended, currently looking for a new position
Industry Information Technology and Services
Experience
Bank of America/Merrill Lynch March 2013 - February 2014
Bank of America/Merrill Lynch October 2010 - April 2012
Merrill Lynch July 1997 - November 2008
Wakefern Foods November 1996 - July 1997
Prudential Property and Casualty Insurance Co. June 1995 - November 1996
Merrill Lynch March 1992 - June 1995
Carteret Savings Bank June 1989 - March 1992
Skills
MS Project, MS Access, MS Office Suite, SharePoint Server, Knowledge Exchange, CaseManager, Clarity, Adobe Acrobat Pro, Photoshop, HP Quality Center, Rational ClearQuest, Rational RequisitePro, Visio, AFP, CICS, COBOL, DB2, DYL280, Expediter, Ezytrieve, Endevor, Fileaid, HTML, Intertest, JCL, Microfocus, Panvalet, SPUFI, SQL, TSO/ISPF, VSAM, XML, Data Warehousing, SDLC, Requirements Analysis, Software Project..., Business Analysis, Adobe Acrobat, Quality Center, Endeavor, Project Management, Vendor Management, Program Management, Quality Assurance, Microsoft Project, Access, Microsoft Office, Microsoft Office..., ClearQuest, Software Documentation
Education
Kean University 1985 — 1988
MS, Management Systems Analysis
Kean University 1977 — 1985
BA, Industrial Education
Bank of America/Merrill Lynch March 2013 - February 2014
Bank of America/Merrill Lynch October 2010 - April 2012
Merrill Lynch July 1997 - November 2008
Wakefern Foods November 1996 - July 1997
Prudential Property and Casualty Insurance Co. June 1995 - November 1996
Merrill Lynch March 1992 - June 1995
Carteret Savings Bank June 1989 - March 1992
Skills
MS Project, MS Access, MS Office Suite, SharePoint Server, Knowledge Exchange, CaseManager, Clarity, Adobe Acrobat Pro, Photoshop, HP Quality Center, Rational ClearQuest, Rational RequisitePro, Visio, AFP, CICS, COBOL, DB2, DYL280, Expediter, Ezytrieve, Endevor, Fileaid, HTML, Intertest, JCL, Microfocus, Panvalet, SPUFI, SQL, TSO/ISPF, VSAM, XML, Data Warehousing, SDLC, Requirements Analysis, Software Project..., Business Analysis, Adobe Acrobat, Quality Center, Endeavor, Project Management, Vendor Management, Program Management, Quality Assurance, Microsoft Project, Access, Microsoft Office, Microsoft Office..., ClearQuest, Software Documentation
Education
Kean University 1985 — 1988
MS, Management Systems Analysis
Kean University 1977 — 1985
BA, Industrial Education
Phyllis Pohle Phyllis Pohle's Merrill Lynch Experience September 2008 - September 2008
Job Training Facilitator and Former CoChairman at Professional Services Group Somerville NJ
Industry Professional Training & Coaching
Experience
Morristown Memorial Hospital September 2009 - Present
Somerset Medical Center July 2009 - Present
Professional Services Group - Somerville, NJ April 2009 - Present
Professional Services Group - Somerville NJ August 2009 - January 2010
Professional Services Group - Somerville, NJ January 2009 - April 2009
Merrill Lynch September 2008 - September 2008
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 1997 - June 2008
Merrill Lynch May 1996 - June 2008
Merrill Lynch June 1996 - December 1996
Skills
Team Building, Public Speaking, Coaching, Compassion, Microsoft Office
Education
Institute for Professional Excellence in Coaching 2009 — 2009
CPC, Professional Life Coaching
William Paterson University of New Jersey 2009 — 2009
Kean University 1980 — 1983
BA, Mathematics
Union High School, Union, NJ 1975 — 1978
High School, College Prep
Raritan Valley Community College
Morristown Memorial Hospital September 2009 - Present
Somerset Medical Center July 2009 - Present
Professional Services Group - Somerville, NJ April 2009 - Present
Professional Services Group - Somerville NJ August 2009 - January 2010
Professional Services Group - Somerville, NJ January 2009 - April 2009
Merrill Lynch September 2008 - September 2008
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 1997 - June 2008
Merrill Lynch May 1996 - June 2008
Merrill Lynch June 1996 - December 1996
Skills
Team Building, Public Speaking, Coaching, Compassion, Microsoft Office
Education
Institute for Professional Excellence in Coaching 2009 — 2009
CPC, Professional Life Coaching
William Paterson University of New Jersey 2009 — 2009
Kean University 1980 — 1983
BA, Mathematics
Union High School, Union, NJ 1975 — 1978
High School, College Prep
Raritan Valley Community College
Dmitry Ostrovsky Dmitry Ostrovsky's Merrill Lynch Experience September 1995 - March 2000
Job TAM at Microsoft
Industry Computer Software
Experience
Microsoft Corporation September 2010 - Present
Asempra Technologies August 2008 - September 2010
Teneros September 2007 - September 2008
Persystent Technologies November 2005 - September 2007
Quest Software May 2001 - November 2005
Infineum USA LLC. March 2000 - May 2001
Merrill Lynch September 1995 - March 2000
Pharm-Ethics 1993 - 1995
Skills
Messaging, Active Directory, Pre-sales, Deployment, Hardware, Windows Server 2008, Windows 7, Microsoft Office, System Deployment, Microsoft Exchange, Email Migration, MIIS, Mac Mail, Microsoft Excel, PowerPoint, Microsoft Word, OneNote, Windows Server, Domain Controller, Quest Migration Manager, Server Migration, Messaging Infrastructure, Emerging Technologies, Operating Systems, Microsoft Technologies, Integration, Enterprise Architecture, Unix, Consulting, SharePoint, SaaS, Software Development, Solution Selling, Virtualization, Cloud Computing, IIS, VMware ESX, Storage, Identity Management, Professional Services, Solaris, Servers, Product Management, SQL, TCP/IP, Disaster Recovery, Data Center, Enterprise Software, Hyper-V, Architecture
Education
Kean University 1990 — 1992
MS
Kean University 1984 — 1989
BS
Microsoft Corporation September 2010 - Present
Asempra Technologies August 2008 - September 2010
Teneros September 2007 - September 2008
Persystent Technologies November 2005 - September 2007
Quest Software May 2001 - November 2005
Infineum USA LLC. March 2000 - May 2001
Merrill Lynch September 1995 - March 2000
Pharm-Ethics 1993 - 1995
Skills
Messaging, Active Directory, Pre-sales, Deployment, Hardware, Windows Server 2008, Windows 7, Microsoft Office, System Deployment, Microsoft Exchange, Email Migration, MIIS, Mac Mail, Microsoft Excel, PowerPoint, Microsoft Word, OneNote, Windows Server, Domain Controller, Quest Migration Manager, Server Migration, Messaging Infrastructure, Emerging Technologies, Operating Systems, Microsoft Technologies, Integration, Enterprise Architecture, Unix, Consulting, SharePoint, SaaS, Software Development, Solution Selling, Virtualization, Cloud Computing, IIS, VMware ESX, Storage, Identity Management, Professional Services, Solaris, Servers, Product Management, SQL, TCP/IP, Disaster Recovery, Data Center, Enterprise Software, Hyper-V, Architecture
Education
Kean University 1990 — 1992
MS
Kean University 1984 — 1989
BS
Venkat R Chirra Venkat R Chirra's Merrill Lynch Experience June 1999 - April 2001
Job Senior Manager, Digital, Data and Analytics
Industry Information Technology and Services
Experience
Accenture August 2012 - Present
J Knipper and Company, Inc December 2008 - August 2012
Bank of America August 2008 - November 2008
Executive Management Consultants, Inc. July 2007 - April 2008
Interpool, Inc. May 2001 - January 2007
Merrill Lynch June 1999 - April 2001
Peco Exelon Energy 1999 - 1999
Indian Air Force September 1989 - July 1998
Skills
Process Improvement, Process Design, Process Automation, Strategic Planning, Master Data Management, Business Intelligence, Data Integration, Business Systems..., Solution Delivery, Solution Architecture, Product Development, Product Owner, Manage Client..., Contract Negotiation, Contract Management, Vendor Management, Program Management, Project Management, Project Scope..., Project Estimation, Risk Management, Risk Assessment, Outsourcing, Insourcing, Offshoring, Onshoring, Change Management, Release Management, SaaS, ALM, Agile Methodologies, Scrum, RUP, SDLC, EDI, Healthcare, Transportation, Logistics, Trading Systems, ETL, SSIS, SSRS, SSAS 2008, Business Analysis, Oracle, Software Development, Software Documentation, Requirements Gathering, Microsoft SQL Server, Quality Assurance
Education
National Institute of Information Technology 1997 — 1999
Network Centered Computing, Computer Science, A
Air Force Administrative College 1993 — 1993
Junior Commanders Course, Business Administration and Management, General, A
2 Guided Weapons Training Institute 1991 — 1991
Special Guided Weapons Course, Surface to Air Missile Systems, A
Air Force Technical College 1989 — 1991
Diploma in Aeronautical Engineering, Aeronautics, Electronics and Telecommunication, A
Kakatiya University 1985 — 1989
Bachelors, Electronics, Instrumentation and Computers, A
Noble Junior College 1983 — 1985
Board of Intermediate Education, Mathematics, Physics, Chemistry, Hindi, English, A
Raja Jitendra Public School 1979 — 1983
Secondary School Certificate, 7th - 10th Grade, A
Saint Gabriel's High School 1978 — 1979
6th Grade, 6th Grade, A
Nasr School 1971 — 1978
Elementary School, Lower Kindergarten to 5th Grade, A
Accenture August 2012 - Present
J Knipper and Company, Inc December 2008 - August 2012
Bank of America August 2008 - November 2008
Executive Management Consultants, Inc. July 2007 - April 2008
Interpool, Inc. May 2001 - January 2007
Merrill Lynch June 1999 - April 2001
Peco Exelon Energy 1999 - 1999
Indian Air Force September 1989 - July 1998
Skills
Process Improvement, Process Design, Process Automation, Strategic Planning, Master Data Management, Business Intelligence, Data Integration, Business Systems..., Solution Delivery, Solution Architecture, Product Development, Product Owner, Manage Client..., Contract Negotiation, Contract Management, Vendor Management, Program Management, Project Management, Project Scope..., Project Estimation, Risk Management, Risk Assessment, Outsourcing, Insourcing, Offshoring, Onshoring, Change Management, Release Management, SaaS, ALM, Agile Methodologies, Scrum, RUP, SDLC, EDI, Healthcare, Transportation, Logistics, Trading Systems, ETL, SSIS, SSRS, SSAS 2008, Business Analysis, Oracle, Software Development, Software Documentation, Requirements Gathering, Microsoft SQL Server, Quality Assurance
Education
National Institute of Information Technology 1997 — 1999
Network Centered Computing, Computer Science, A
Air Force Administrative College 1993 — 1993
Junior Commanders Course, Business Administration and Management, General, A
2 Guided Weapons Training Institute 1991 — 1991
Special Guided Weapons Course, Surface to Air Missile Systems, A
Air Force Technical College 1989 — 1991
Diploma in Aeronautical Engineering, Aeronautics, Electronics and Telecommunication, A
Kakatiya University 1985 — 1989
Bachelors, Electronics, Instrumentation and Computers, A
Noble Junior College 1983 — 1985
Board of Intermediate Education, Mathematics, Physics, Chemistry, Hindi, English, A
Raja Jitendra Public School 1979 — 1983
Secondary School Certificate, 7th - 10th Grade, A
Saint Gabriel's High School 1978 — 1979
6th Grade, 6th Grade, A
Nasr School 1971 — 1978
Elementary School, Lower Kindergarten to 5th Grade, A
Antoine Allen Antoine Allen's Merrill Lynch Experience November 1997 - January 1999
Job Special Education Teacher New Brunswick HS/Boy's Varsity Basketball Coach Piscataway HS
Industry Primary/Secondary Education
Experience
New Brunswick High School September 2008 - Present
Piscataway High School May 2012 - Present
New Brunswick High School March 2010 - Present
New Brunswick High School September 2007 - May 2012
Banker's Trust/Deutsche Bank/State Street January 1999 - August 2003
Merrill Lynch November 1997 - January 1999
Dean Witter April 1997 - November 1997
Merrill Lynch September 1994 - April 1997
Skills
Special Education, Staff Development, Technology Integration, Public Speaking, Teaching, Leadership Development, Coaching, Microsoft Office, Community Outreach, Program Development, Nonprofits, Instructional Design, Customer Service, Educational Technology, Social Media
Education
Kean University 2004 — 2007
CE, Education
Saint Peter's University 1989 — 1994
Bachelor's, Business Management
New Brunswick High School September 2008 - Present
Piscataway High School May 2012 - Present
New Brunswick High School March 2010 - Present
New Brunswick High School September 2007 - May 2012
Banker's Trust/Deutsche Bank/State Street January 1999 - August 2003
Merrill Lynch November 1997 - January 1999
Dean Witter April 1997 - November 1997
Merrill Lynch September 1994 - April 1997
Skills
Special Education, Staff Development, Technology Integration, Public Speaking, Teaching, Leadership Development, Coaching, Microsoft Office, Community Outreach, Program Development, Nonprofits, Instructional Design, Customer Service, Educational Technology, Social Media
Education
Kean University 2004 — 2007
CE, Education
Saint Peter's University 1989 — 1994
Bachelor's, Business Management
John F. Aloszka, Jr.'s Merrill Lynch Experience November 2012 - December 2013
Job Owner at Self Employed
Industry Logistics and Supply Chain
Experience
Self Employed December 2013 - Present
Merrill Lynch November 2012 - December 2013
Fidelity Investments 2009 - 2012
Self Employed February 2002 - October 2010
Atlantic Coast Federal Bank February 1998 - January 2002
HSBC Bank 2000 - 2002
Skills
Hold Series 7, Hold Series 7, 66, 63,..., Hold Series 66, Strategic Financial..., Financial Modeling, Private Equity, Valuation, Corporate Finance, Venture Capital, Mergers & Acquisitions, Start-ups, Investment Strategies, Asset Allocation, Series 7, Investment Advisory, Strategic Planning, Budgets, Mutual Funds, Retirement Planning, Social Media, Business Strategy, Wealth Management, Entrepreneurship
Education
University of Florida 1986 — 1990
BSBA Finance, Minor in Accounting, Investments and Securities, Graduated with Honors
Kaplan University
San Jose
Self Employed December 2013 - Present
Merrill Lynch November 2012 - December 2013
Fidelity Investments 2009 - 2012
Self Employed February 2002 - October 2010
Atlantic Coast Federal Bank February 1998 - January 2002
HSBC Bank 2000 - 2002
Skills
Hold Series 7, Hold Series 7, 66, 63,..., Hold Series 66, Strategic Financial..., Financial Modeling, Private Equity, Valuation, Corporate Finance, Venture Capital, Mergers & Acquisitions, Start-ups, Investment Strategies, Asset Allocation, Series 7, Investment Advisory, Strategic Planning, Budgets, Mutual Funds, Retirement Planning, Social Media, Business Strategy, Wealth Management, Entrepreneurship
Education
University of Florida 1986 — 1990
BSBA Finance, Minor in Accounting, Investments and Securities, Graduated with Honors
Kaplan University
San Jose
Kim Melletat-Yencer Kim Melletat-Yencer's Merrill Lynch Experience January 1990 - January 2000
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James January 2006 - Present
UBS Wealth Management May 2000 - January 2006
Merrill Lynch January 1990 - January 2000
Thomson Mckinnon / Prudential Securities January 1988 - January 1990
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Series 7, Fixed Annuities, Investments, Asset Management, Alternative Investments, Life Insurance, Finance, 401k, Personal Finance, Long Term Care Insurance, Estate Planning, Mutual Funds, Employee Benefits, Insurance, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Series 63, Investment Strategies, Portfolio Management
Education
Institute of Investment Management Consulting at Raymond James 2014 — 2014
IIMC Designation, Asset Allocation, Manager Selection and Portfolio Construction
Financial Planning 2006 — 2009
Finance
Oakland University 2004 — 2006
Financial Planning / CFP Courses
Kaplan University
Financial Planning
Raymond James January 2006 - Present
UBS Wealth Management May 2000 - January 2006
Merrill Lynch January 1990 - January 2000
Thomson Mckinnon / Prudential Securities January 1988 - January 1990
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Series 7, Fixed Annuities, Investments, Asset Management, Alternative Investments, Life Insurance, Finance, 401k, Personal Finance, Long Term Care Insurance, Estate Planning, Mutual Funds, Employee Benefits, Insurance, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Series 63, Investment Strategies, Portfolio Management
Education
Institute of Investment Management Consulting at Raymond James 2014 — 2014
IIMC Designation, Asset Allocation, Manager Selection and Portfolio Construction
Financial Planning 2006 — 2009
Finance
Oakland University 2004 — 2006
Financial Planning / CFP Courses
Kaplan University
Financial Planning
Gina John Gina John's Merrill Lynch Experience March 2013 - October 2013
Job Associate Partner Royal Securities
Industry Financial Services
Experience
Royal Securities Company October 2013 - Present
Merrill Lynch March 2013 - October 2013
Investment Services Group, Inc. September 2008 - March 2013
Skills
Series 6, Fixed Annuities, Roth IRA, College Savings Plans, 401k, Qualified Retirement..., Wealth Management, Series 63, Employee Benefits, Health Insurance, Life Insurance, 529 Plans, 403 b, Variable Annuities, Benefits Administration, Defined Benefit, Defined Contribution, Retirement Planning, Retirement Savings, Retirement Plan..., Investment Brokerage, Investment Banking, college, Estate Planning, Trust Management, 401k Rollovers, IRAs, Uniform Combined State...
Education
Kaplan University
Royal Securities Company October 2013 - Present
Merrill Lynch March 2013 - October 2013
Investment Services Group, Inc. September 2008 - March 2013
Skills
Series 6, Fixed Annuities, Roth IRA, College Savings Plans, 401k, Qualified Retirement..., Wealth Management, Series 63, Employee Benefits, Health Insurance, Life Insurance, 529 Plans, 403 b, Variable Annuities, Benefits Administration, Defined Benefit, Defined Contribution, Retirement Planning, Retirement Savings, Retirement Plan..., Investment Brokerage, Investment Banking, college, Estate Planning, Trust Management, 401k Rollovers, IRAs, Uniform Combined State...
Education
Kaplan University
Bob Nogueira Bob Nogueira's Merrill Lynch Experience June 1987 - January 2000
Job Director Human Resources at Comcast West Division
Industry Human Resources
Experience
Comcast Cable October 2014 - Present
Kaiser Permanente February 2009 - September 2014
Denver Host Committee May 2008 - September 2008
Safeco June 2007 - May 2008
Qwest Communications February 2001 - June 2007
eDeploy.com June 2000 - January 2001
KickStart.com January 2000 - June 2000
Merrill Lynch June 1987 - January 2000
Skills
Leadership Development, Organizational..., Talent Management, Leadership, Succession Planning, Employee Relations, Performance Management, Human Resources, Training, Public Speaking, Coaching, Employee Engagement, Workforce Planning, Recruiting, Strategy, Executive Coaching, Program Management, Change Management, Policy, Organizational..., Organizational Design, Cross-functional Team..., Staff Development, Internal Communications, Onboarding, Corporate Communications, Workshop Facilitation, Strategic Leadership, Internal & External..., Equality & Diversity
Education
University of Denver 2012 — 2014
Master's Degree, Organizational Communications
University of Denver - Daniels College of Business 2011 — 2011
Certificate, Executive Education Program
Kean University 1983 — 1987
Bachelor's Degree, Communications
Comcast Cable October 2014 - Present
Kaiser Permanente February 2009 - September 2014
Denver Host Committee May 2008 - September 2008
Safeco June 2007 - May 2008
Qwest Communications February 2001 - June 2007
eDeploy.com June 2000 - January 2001
KickStart.com January 2000 - June 2000
Merrill Lynch June 1987 - January 2000
Skills
Leadership Development, Organizational..., Talent Management, Leadership, Succession Planning, Employee Relations, Performance Management, Human Resources, Training, Public Speaking, Coaching, Employee Engagement, Workforce Planning, Recruiting, Strategy, Executive Coaching, Program Management, Change Management, Policy, Organizational..., Organizational Design, Cross-functional Team..., Staff Development, Internal Communications, Onboarding, Corporate Communications, Workshop Facilitation, Strategic Leadership, Internal & External..., Equality & Diversity
Education
University of Denver 2012 — 2014
Master's Degree, Organizational Communications
University of Denver - Daniels College of Business 2011 — 2011
Certificate, Executive Education Program
Kean University 1983 — 1987
Bachelor's Degree, Communications
Govindan, Manoj's Merrill Lynch Experience August 2012 - February 2014
Job Technology Discovery and Business Development Executive at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo February 2014 - Present
Innovate+Educate July 2013 - Present
Queens University of Charlotte May 2013 - Present
Charlotte Business Advisory Committee June 2013 - December 2014
Merrill Lynch August 2012 - February 2014
Works Film Studios and Th3Doors with ArtConnect 3D October 2011 - February 2014
WEF - Charlotte Shapers July 2012 - December 2013
Foundation Ten10 December 2009 - December 2013
Proverbs 22:6 June 2012 - May 2013
New Leaders for New Schools January 2012 - May 2013
Skills
Vendor Management, IT Strategy, Management, Business Strategy, Analytics, Strategic Planning, Banking, Enterprise Software, Change Management, Financial Services, Start-ups, Thought Leadership, Business Development, Integration, New Business Development, Leadership, Strategic Partnerships, Entrepreneurship, Competitive Analysis, Risk Management, Karaoke, Business Intelligence, Social Entrepreneurship, Business Analysis, Business Process..., Management Consulting, SDLC, E-commerce, Innovation, Cluster Development, Relationship Management, Connectivity, Strategy, Veterans, Mergers, Product Management, Enterprise Architecture, Executive Management, Mergers & Acquisitions, Knowledge Management, Educational Technology, Global Delivery, Design Thinking, Data Warehousing, Educational Leadership, Sustainable Transport, Economic Development, Program Management, Project Portfolio..., Marketing
Education
Karnatak University 1988 — 1991
Bachelor's in Computer Science, Computer Engineering
Wells Fargo February 2014 - Present
Innovate+Educate July 2013 - Present
Queens University of Charlotte May 2013 - Present
Charlotte Business Advisory Committee June 2013 - December 2014
Merrill Lynch August 2012 - February 2014
Works Film Studios and Th3Doors with ArtConnect 3D October 2011 - February 2014
WEF - Charlotte Shapers July 2012 - December 2013
Foundation Ten10 December 2009 - December 2013
Proverbs 22:6 June 2012 - May 2013
New Leaders for New Schools January 2012 - May 2013
Skills
Vendor Management, IT Strategy, Management, Business Strategy, Analytics, Strategic Planning, Banking, Enterprise Software, Change Management, Financial Services, Start-ups, Thought Leadership, Business Development, Integration, New Business Development, Leadership, Strategic Partnerships, Entrepreneurship, Competitive Analysis, Risk Management, Karaoke, Business Intelligence, Social Entrepreneurship, Business Analysis, Business Process..., Management Consulting, SDLC, E-commerce, Innovation, Cluster Development, Relationship Management, Connectivity, Strategy, Veterans, Mergers, Product Management, Enterprise Architecture, Executive Management, Mergers & Acquisitions, Knowledge Management, Educational Technology, Global Delivery, Design Thinking, Data Warehousing, Educational Leadership, Sustainable Transport, Economic Development, Program Management, Project Portfolio..., Marketing
Education
Karnatak University 1988 — 1991
Bachelor's in Computer Science, Computer Engineering
Jennifer Stagnolia's Merrill Lynch Experience December 2013 - May 2014
Job Merrill Lynch
Industry Financial Services
Experience
Perceptics LLC June 2014 - May 2015
Merrill Lynch December 2013 - May 2014
International Paper April 2003 - July 2004
International Paper October 2001 - March 2003
International Paper July 1998 - September 2001
International Paper June 1997 - June 1998
Education
Penn State University, University Park, PA 1993 — 1997
Bachelor of Science (BS), Marketing, Minors: Japanese, International Studies
関西外国語大学 / Kansai Gaidai University 1996 — 1996
Perceptics LLC June 2014 - May 2015
Merrill Lynch December 2013 - May 2014
International Paper April 2003 - July 2004
International Paper October 2001 - March 2003
International Paper July 1998 - September 2001
International Paper June 1997 - June 1998
Education
Penn State University, University Park, PA 1993 — 1997
Bachelor of Science (BS), Marketing, Minors: Japanese, International Studies
関西外国語大学 / Kansai Gaidai University 1996 — 1996
Matt Priest's Merrill Lynch Experience February 1999 - November 2011
Job Vice President Financial Advisor at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company 2011 - Present
Merrill Lynch February 1999 - November 2011
US Navy November 1993 - December 1998
Skills
Investment Advisory, Series 7, Retirement Planning, Series 63, Asset Allocation, Wealth Management, Strategic Financial..., Investment Strategies, Retirement, Asset Management, Fixed Annuities, Investments, Portfolio Management, Mutual Funds, Financial Services, Financial Advisory, Estate Planning, Risk Management, Management
Education
Kansas State University 1989 — 1992
Bachelor of Science (BS), Accounting
Smith, Moore & Company 2011 - Present
Merrill Lynch February 1999 - November 2011
US Navy November 1993 - December 1998
Skills
Investment Advisory, Series 7, Retirement Planning, Series 63, Asset Allocation, Wealth Management, Strategic Financial..., Investment Strategies, Retirement, Asset Management, Fixed Annuities, Investments, Portfolio Management, Mutual Funds, Financial Services, Financial Advisory, Estate Planning, Risk Management, Management
Education
Kansas State University 1989 — 1992
Bachelor of Science (BS), Accounting
Raj Vaidyamath's Merrill Lynch Experience March 1998 - July 1998
Job VP at INSZOOM.COM INC
Industry Computer Software
Experience
INSZOOM.COM INC April 2000 - Present
Eli Lilly August 1998 - March 2000
Merrill Lynch March 1998 - July 1998
Prudential Insurance November 1997 - March 1998
Mercedes Benz HPE January 1997 - October 1997
UPS June 1996 - December 1996
Prudential Insurance October 1994 - June 1996
Merrill Lynch October 1993 - September 1994
AIG January 1992 - September 1993
Sears, Roebuck and Co. May 1991 - January 1992
Skills
SaaS, Enterprise Software, Vendor Management, Start-ups, Outsourcing, Cloud Computing, Lead Generation, Business Development, CRM, Salesforce.com, Product Management, Software Project..., Program Management, Business Intelligence, Business Strategy, Requirements Analysis, Integration, Team Management, Software Development, Management, Leadership, Product Development, Project Management, Service Delivery, Business Process, Cross-functional Team..., Product Marketing, SDLC, Pre-sales, Solution Selling, Executive Management, Telecommunications, Solution Architecture, Strategy, Entrepreneurship, Agile Methodologies, Business Analysis, ERP, E-commerce, Strategic Partnerships, Analytics, Agile Project Management, Professional Services, Mobile Applications, SOA, Competitive Analysis, PMP, Go-to-market Strategy, PMO
Education
Karnatak University 1984 — 1988
Bachelors of Engg, Electronics and Communication
INSZOOM.COM INC April 2000 - Present
Eli Lilly August 1998 - March 2000
Merrill Lynch March 1998 - July 1998
Prudential Insurance November 1997 - March 1998
Mercedes Benz HPE January 1997 - October 1997
UPS June 1996 - December 1996
Prudential Insurance October 1994 - June 1996
Merrill Lynch October 1993 - September 1994
AIG January 1992 - September 1993
Sears, Roebuck and Co. May 1991 - January 1992
Skills
SaaS, Enterprise Software, Vendor Management, Start-ups, Outsourcing, Cloud Computing, Lead Generation, Business Development, CRM, Salesforce.com, Product Management, Software Project..., Program Management, Business Intelligence, Business Strategy, Requirements Analysis, Integration, Team Management, Software Development, Management, Leadership, Product Development, Project Management, Service Delivery, Business Process, Cross-functional Team..., Product Marketing, SDLC, Pre-sales, Solution Selling, Executive Management, Telecommunications, Solution Architecture, Strategy, Entrepreneurship, Agile Methodologies, Business Analysis, ERP, E-commerce, Strategic Partnerships, Analytics, Agile Project Management, Professional Services, Mobile Applications, SOA, Competitive Analysis, PMP, Go-to-market Strategy, PMO
Education
Karnatak University 1984 — 1988
Bachelors of Engg, Electronics and Communication
Carisa Silvesan Carisa Silvesan's Merrill Lynch Experience January 2001 - January 2002
Job
Industry Civic & Social Organization
Experience
Self employed/Homemaker June 2007 - January 2012
Seattle Vocational Institute July 2002 - May 2003
Merrill Lynch January 2001 - January 2002
Silversand Photography January 1998 - January 2001
Skills
Article Writing, Research, Online Research, Data Entry, Case Management Services, Multi Tasking, Organizational..., Strategic Financial..., Teaching, Event Planning, Project Planning, Lesson Planning, Employee Training, Management, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Microsoft Office Xp, Microsoft Office, Keyboarding
Education
Kaplan University 2012 — 2013
Bachelor of Science in Psychology, Substance Abuse/Addiction Counseling, 3.95
Kaplan University 2009 — 2011
Associates of Applied Sciences, Medical Transcription/Transcriptionist, 3.74
Seattle Vocational Institute 2002 — 2003
A+ Computer Networking, Computer Networking
Bellevue High School 1991 — 1996
High School Diploma, General
Self employed/Homemaker June 2007 - January 2012
Seattle Vocational Institute July 2002 - May 2003
Merrill Lynch January 2001 - January 2002
Silversand Photography January 1998 - January 2001
Skills
Article Writing, Research, Online Research, Data Entry, Case Management Services, Multi Tasking, Organizational..., Strategic Financial..., Teaching, Event Planning, Project Planning, Lesson Planning, Employee Training, Management, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Microsoft Office Xp, Microsoft Office, Keyboarding
Education
Kaplan University 2012 — 2013
Bachelor of Science in Psychology, Substance Abuse/Addiction Counseling, 3.95
Kaplan University 2009 — 2011
Associates of Applied Sciences, Medical Transcription/Transcriptionist, 3.74
Seattle Vocational Institute 2002 — 2003
A+ Computer Networking, Computer Networking
Bellevue High School 1991 — 1996
High School Diploma, General
James M. Warren's Merrill Lynch Experience October 2006 - October 2007
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2010 - Present
New England Financial October 2007 - October 2010
Merrill Lynch October 2006 - October 2007
Swirk Jewelry January 2003 - October 2006
Skills
Wealth Accumulation, Wealth Transfer, Wealth Preservation..., Investment Strategies, Disability Insurance, Group Benefits, Health Insurance, Long Term Care, Roth IRA, Retirement, Investments, Insurance, Financial Services, Long Term Care Insurance, Securities
Education
Kansas State University 1997 — 2002
Bachelors's Degree, History
MassMutual Financial Group October 2010 - Present
New England Financial October 2007 - October 2010
Merrill Lynch October 2006 - October 2007
Swirk Jewelry January 2003 - October 2006
Skills
Wealth Accumulation, Wealth Transfer, Wealth Preservation..., Investment Strategies, Disability Insurance, Group Benefits, Health Insurance, Long Term Care, Roth IRA, Retirement, Investments, Insurance, Financial Services, Long Term Care Insurance, Securities
Education
Kansas State University 1997 — 2002
Bachelors's Degree, History
Antonia Cherry Antonia Cherry's Merrill Lynch Experience April 2011 - Present
Job Client Service Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Watson Realty Corp. March 2010 - November 2010
Sutherland Global Services December 2006 - February 2010
USAA April 2004 - July 2006
West Telemarketing February 2002 - March 2004
Skills
Accounts Payable, Accounting, Finance, Investments, Banking, Financial Planning, Financial Services, Budgets, Customer Service, Microsoft Excel, Team Building
Education
Tidewater Community College 2008 — 2011
Accounting
Kansas State University 1994 — 1996
Merrill Lynch April 2011 - Present
Watson Realty Corp. March 2010 - November 2010
Sutherland Global Services December 2006 - February 2010
USAA April 2004 - July 2006
West Telemarketing February 2002 - March 2004
Skills
Accounts Payable, Accounting, Finance, Investments, Banking, Financial Planning, Financial Services, Budgets, Customer Service, Microsoft Excel, Team Building
Education
Tidewater Community College 2008 — 2011
Accounting
Kansas State University 1994 — 1996
Spencer Christiansen, CFP®'s Merrill Lynch Experience March 2012 - August 2012
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA August 2012 - Present
Merrill Lynch March 2012 - August 2012
Ameriprise Financial Services, Inc. August 2007 - March 2012
Skills
Strategic Financial..., Mutual Funds, Retirement, Investment Strategies, Retirement Planning, Series 7, Asset Allocation, IRAs, Personal Financial..., Customer Service, Sales, Investments, Investment Advisory, Account Management, Estate Planning, Finance, Financial Services, Wealth Management, Financial Planning
Education
Kansas State University 2002 — 2007
BS, Personal Financial Planning
USAA August 2012 - Present
Merrill Lynch March 2012 - August 2012
Ameriprise Financial Services, Inc. August 2007 - March 2012
Skills
Strategic Financial..., Mutual Funds, Retirement, Investment Strategies, Retirement Planning, Series 7, Asset Allocation, IRAs, Personal Financial..., Customer Service, Sales, Investments, Investment Advisory, Account Management, Estate Planning, Finance, Financial Services, Wealth Management, Financial Planning
Education
Kansas State University 2002 — 2007
BS, Personal Financial Planning
G. Scott Hinton's Merrill Lynch Experience August 1999 - January 2009
Job Freelance writer/ Blogger
Industry Financial Services
Experience
Mizuho Securities USA June 2010 - October 2010
Merrill Lynch August 1999 - January 2009
Elders Futures New York, NY November 1987 - June 1990
E.F. Hutton & C0. February 1984 - November 1987
Smith Barney February 1982 - January 1984
Skills
Options, Commodity, Trading, FX Options, Traders, FINRA, Commodity Markets, Currency, Futures Trading, Arbitrage, Financial Services, Management, Derivatives, Trading Strategies
Education
Kansas State University 1976 — 1980
B.S., Agricultural Economics
Mizuho Securities USA June 2010 - October 2010
Merrill Lynch August 1999 - January 2009
Elders Futures New York, NY November 1987 - June 1990
E.F. Hutton & C0. February 1984 - November 1987
Smith Barney February 1982 - January 1984
Skills
Options, Commodity, Trading, FX Options, Traders, FINRA, Commodity Markets, Currency, Futures Trading, Arbitrage, Financial Services, Management, Derivatives, Trading Strategies
Education
Kansas State University 1976 — 1980
B.S., Agricultural Economics
Lori Raymond's Merrill Lynch Experience 1989 - 1993
Job Seeking New Position as Executive Assistant, Office Manager or Something New
Industry Executive Office
Experience
Seeking Next Opportunity July 2015 - Present
Rittenhouse Benefits January 2015 - April 2015
The Bancorp May 2009 - January 2015
Fidelity National Title Ins. Co. April 2007 - January 2009
Rensselaer Commercial Properties July 2003 - April 2007
Morgan Stanley 2000 - 2002
International Fidelity Insurance Company 1995 - 2000
Merrill Lynch 1989 - 1993
T. Rowe Price 1985 - 1989
Skills
Executive Support, Office Management, Microsoft Office, Customer Service, Event Planning, Project Management, Leadership, Management, Administrative Work, Expense Reports, Time Management, Writing, Proofreading, Resourceful..., Process Improvement, Training, Vendor Management, Travel Arrangements, Building Services, Social Media, Facilities Management, Legal Support Services, General Business..., Charity Governance, Subscription, Key Client Relationships, Mortgage Lending, Business Analysis, Banking, Finance, Commissioning Management, Loans, Financial Services, Commercial Lending, Credit Analysis, Strategic Planning, Insurance, Payments, Underwriting, Qualified Retirement..., Sales
Education
Kean University 1979 — 1980
Interior Design and Economics
Seeking Next Opportunity July 2015 - Present
Rittenhouse Benefits January 2015 - April 2015
The Bancorp May 2009 - January 2015
Fidelity National Title Ins. Co. April 2007 - January 2009
Rensselaer Commercial Properties July 2003 - April 2007
Morgan Stanley 2000 - 2002
International Fidelity Insurance Company 1995 - 2000
Merrill Lynch 1989 - 1993
T. Rowe Price 1985 - 1989
Skills
Executive Support, Office Management, Microsoft Office, Customer Service, Event Planning, Project Management, Leadership, Management, Administrative Work, Expense Reports, Time Management, Writing, Proofreading, Resourceful..., Process Improvement, Training, Vendor Management, Travel Arrangements, Building Services, Social Media, Facilities Management, Legal Support Services, General Business..., Charity Governance, Subscription, Key Client Relationships, Mortgage Lending, Business Analysis, Banking, Finance, Commissioning Management, Loans, Financial Services, Commercial Lending, Credit Analysis, Strategic Planning, Insurance, Payments, Underwriting, Qualified Retirement..., Sales
Education
Kean University 1979 — 1980
Interior Design and Economics
Eric Lowitt Eric Lowitt's Merrill Lynch Experience May 1994 - August 1994
Job CEO of Nexus Global Advisors | HBR Author | Keynote Speaker | Volatility Advocate and Strategy Thought Leader
Industry Management Consulting
Experience
The Angiogenesis Foundation February 2014 - Present
Nexus Global Advisors November 2010 - Present
Deloitte Consulting LLP February 2010 - November 2010
Accenture March 2006 - November 2009
Fidelity Investments June 2001 - January 2006
Accenture January 1996 - April 1999
Merrill Lynch May 1994 - August 1994
Skills
Competitive Strategy, Sustainability..., Stakeholder Management, Strategic Planning, Business Strategy, Organizational Design, Employee Engagement, Sustainability, Thought Leadership, Sustainability Strategy, Strategic Consulting, Strategy Development, Management Consulting, Strategy, Market Research, Project Management, Stakeholder Engagement, Analytics, Start-ups, Business Transformation, Leadership, Corporate Social..., Economics, Management, Consulting, Executive Management, Sustainable Development, Program Management, Business Planning, Analysis, Sustainable Business, Business Process..., Research, Organizational..., Mergers & Acquisitions, Human Resources, Entrepreneurship, Social Entrepreneurship, Corporate Development, Strategic Partnerships, International Business, Venture Capital, Strategic Thinking, Innovation Management, Executive Coaching, Competitive Analysis, Acquisition Integration, Business Development, Energy, Governance
Education
THE WHARTON SCHOOL, University of Pennsylvania 1999 — 2001
Master, Business Administration; Strategic Management and E-Commerce
Kansai Gaidai University 1994 — 1995
N/A, Japanese
UNIVERSITY AT ALBANY, State University of New 1991 — 1995
Bachelor of Science, Japanese Studies and Finance/ Marketing
The Angiogenesis Foundation February 2014 - Present
Nexus Global Advisors November 2010 - Present
Deloitte Consulting LLP February 2010 - November 2010
Accenture March 2006 - November 2009
Fidelity Investments June 2001 - January 2006
Accenture January 1996 - April 1999
Merrill Lynch May 1994 - August 1994
Skills
Competitive Strategy, Sustainability..., Stakeholder Management, Strategic Planning, Business Strategy, Organizational Design, Employee Engagement, Sustainability, Thought Leadership, Sustainability Strategy, Strategic Consulting, Strategy Development, Management Consulting, Strategy, Market Research, Project Management, Stakeholder Engagement, Analytics, Start-ups, Business Transformation, Leadership, Corporate Social..., Economics, Management, Consulting, Executive Management, Sustainable Development, Program Management, Business Planning, Analysis, Sustainable Business, Business Process..., Research, Organizational..., Mergers & Acquisitions, Human Resources, Entrepreneurship, Social Entrepreneurship, Corporate Development, Strategic Partnerships, International Business, Venture Capital, Strategic Thinking, Innovation Management, Executive Coaching, Competitive Analysis, Acquisition Integration, Business Development, Energy, Governance
Education
THE WHARTON SCHOOL, University of Pennsylvania 1999 — 2001
Master, Business Administration; Strategic Management and E-Commerce
Kansai Gaidai University 1994 — 1995
N/A, Japanese
UNIVERSITY AT ALBANY, State University of New 1991 — 1995
Bachelor of Science, Japanese Studies and Finance/ Marketing
Michele Intonato's Merrill Lynch Experience December 1995 - May 2002
Job Project Coordinator
Industry Pharmaceuticals
Experience
MedForce November 2013 - Present
Advanced Health Media February 2012 - September 2012
JCC of Middlesex County July 2010 - February 2012
Merrill Lynch December 1995 - May 2002
Merrill Lynch September 1992 - December 1995
Skills
Customer Relations, Leadership, Customer Service, Human Resources, Marketing, Management, Market Research, Social Media, Social Networking, Budgets, Microsoft Office, Marketing Communications, Event Planning, Event Management, Hospitality, Corporate Events, Business Development, Marketing Strategy, Public Relations, Public Speaking, Contract Negotiation
Education
Kean University
Bachelor's of Science, Management/Finance
MedForce November 2013 - Present
Advanced Health Media February 2012 - September 2012
JCC of Middlesex County July 2010 - February 2012
Merrill Lynch December 1995 - May 2002
Merrill Lynch September 1992 - December 1995
Skills
Customer Relations, Leadership, Customer Service, Human Resources, Marketing, Management, Market Research, Social Media, Social Networking, Budgets, Microsoft Office, Marketing Communications, Event Planning, Event Management, Hospitality, Corporate Events, Business Development, Marketing Strategy, Public Relations, Public Speaking, Contract Negotiation
Education
Kean University
Bachelor's of Science, Management/Finance
Brian Blick's Merrill Lynch Experience September 2014 - Present
Job Client Associate with Merrill Lynch
Industry Banking
Experience
Merrill Lynch September 2014 - Present
Perceptive Software September 2012 - September 2014
Veterans United Home Loans June 2012 - October 2012
Life Time Fitness May 2008 - May 2012
Ameriprise Financial May 2007 - August 2007
Gunderson, Trobec, & Assoc May 2006 - December 2006
Southwestern Office Supply, Inc January 2000 - January 2003
Skills
Social Media, Sales, Marketing, Microsoft Office, Customer Service, Event Planning, Cold Calling, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Social Media Marketing, Public Speaking, Leadership, Social Networking, Management, Advertising, Insurance, Recruiting, Budgets, Salesforce.com, Sales Operations, Negotiation
Education
Kansas State University 2004 — 2008
Business, Marketing and Economics
Merrill Lynch September 2014 - Present
Perceptive Software September 2012 - September 2014
Veterans United Home Loans June 2012 - October 2012
Life Time Fitness May 2008 - May 2012
Ameriprise Financial May 2007 - August 2007
Gunderson, Trobec, & Assoc May 2006 - December 2006
Southwestern Office Supply, Inc January 2000 - January 2003
Skills
Social Media, Sales, Marketing, Microsoft Office, Customer Service, Event Planning, Cold Calling, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Social Media Marketing, Public Speaking, Leadership, Social Networking, Management, Advertising, Insurance, Recruiting, Budgets, Salesforce.com, Sales Operations, Negotiation
Education
Kansas State University 2004 — 2008
Business, Marketing and Economics
Jessica Rein's Merrill Lynch Experience February 2008 - May 2008
Job Customer Service Representative at Custom Cupboards Inc.
Industry Consumer Goods
Experience
Custom Cupboards Inc. October 2009 - Present
Custom Cupboards Inc. June 2008 - September 2009
Merrill Lynch February 2008 - May 2008
Education
Kansas State University 1996 — 1997
CMIS
Abilene High School 1992 — 1996
Custom Cupboards Inc. October 2009 - Present
Custom Cupboards Inc. June 2008 - September 2009
Merrill Lynch February 2008 - May 2008
Education
Kansas State University 1996 — 1997
CMIS
Abilene High School 1992 — 1996
Javier Ryan Johnson Javier Ryan Johnson's Merrill Lynch Experience December 2008 - July 2012
Job Managing Partner at Zurich Insurance Company Ltd
Industry Real Estate
Experience
Zurich Insurance Company Ltd December 2014 - Present
Coldwell Banker Real Estate September 2012 - Present
Merrill Lynch December 2008 - July 2012
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
BS & MBA Degree Program, Business Administration, Management and Operations
Kaplan University
Real Estate Development
Zurich Insurance Company Ltd December 2014 - Present
Coldwell Banker Real Estate September 2012 - Present
Merrill Lynch December 2008 - July 2012
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
BS & MBA Degree Program, Business Administration, Management and Operations
Kaplan University
Real Estate Development
Cole King's Merrill Lynch Experience May 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Education
Kansas State University 2005 — 2011
Bachelor's degree
Merrill Lynch May 2014 - Present
Education
Kansas State University 2005 — 2011
Bachelor's degree
Paul Magana's Merrill Lynch Experience 2009 - 2011
Job www.apocgen.com
Industry Medical Practice
Experience
APOC-GEN Apparel LLC. 2014 - Present
Hispice of Imperial Valley September 2014 - August 2015
Border Precast Inc. 2014 - 2014
Morgan Stanley 2011 - 2012
Merrill Lynch 2009 - 2011
Wine Busines 2008 - 2011
Wine Busines 2008 - 2011
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Financial Planners, Investment Advisory, Disability Insurance, Portfolio Management, Life Insurance, Insurance, Mortgage Lending, Wealth Management, IRAs, Financial Planning, Marketing Strategy, Negotiation
Education
Kansas State University 1992 — 2004
Kansas State University 1992 — 1994
Business, Management, Marketing, and Related Support Services
APOC-GEN Apparel LLC. 2014 - Present
Hispice of Imperial Valley September 2014 - August 2015
Border Precast Inc. 2014 - 2014
Morgan Stanley 2011 - 2012
Merrill Lynch 2009 - 2011
Wine Busines 2008 - 2011
Wine Busines 2008 - 2011
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Financial Planners, Investment Advisory, Disability Insurance, Portfolio Management, Life Insurance, Insurance, Mortgage Lending, Wealth Management, IRAs, Financial Planning, Marketing Strategy, Negotiation
Education
Kansas State University 1992 — 2004
Kansas State University 1992 — 1994
Business, Management, Marketing, and Related Support Services
Kimberly Nickerson Kimberly Nickerson's Merrill Lynch Experience June 2004 - October 2005
Job Accounting Clerk
Industry Financial Services
Experience
Atwater Youth Soccer League January 2009 - Present
UC Merced May 2014 - May 2015
Miche Bag November 2011 - January 2015
UC Merced February 2013 - May 2013
UC Merced May 2012 - January 2013
HSBC 2005 - 2008
Merrill Lynch June 2004 - October 2005
Morgan Stanley November 1998 - May 2004
Skills
Coaching, Sales Management, Customer Service, Sports, Team Building, Social Networking, Insurance, Public Speaking, Fundraising, New Business Development, Account Management, Leadership Development
Education
MCOE Adult ROP Program 2011 — 2012
Accounting
Kaplan University-Davenport Campus 2008 — 2010
Education/Teaching of Individuals in Early Childhood Special Education Programs
Atwater Youth Soccer League January 2009 - Present
UC Merced May 2014 - May 2015
Miche Bag November 2011 - January 2015
UC Merced February 2013 - May 2013
UC Merced May 2012 - January 2013
HSBC 2005 - 2008
Merrill Lynch June 2004 - October 2005
Morgan Stanley November 1998 - May 2004
Skills
Coaching, Sales Management, Customer Service, Sports, Team Building, Social Networking, Insurance, Public Speaking, Fundraising, New Business Development, Account Management, Leadership Development
Education
MCOE Adult ROP Program 2011 — 2012
Accounting
Kaplan University-Davenport Campus 2008 — 2010
Education/Teaching of Individuals in Early Childhood Special Education Programs
Olen Beal Jr.'s Merrill Lynch Experience June 2014 - March 2015
Job Concierge Manager at 900 N. Michigan Ave.
Industry Hospitality
Experience
Corporate Concierge Services August 2015 - Present
Merrill Lynch June 2014 - March 2015
Radisson November 2011 - June 2014
Staybridge Suites April 2009 - November 2011
Holiday Inn March 2008 - November 2011
Skills
Hotels, Team Building, Revenue Analysis, Operations Management, Hospitality, Performance Management, Employee Engagement, Hotel Management, Team Leadership, Employee Training
Education
Judson University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Northern Illinois University 2008 — 2009
Carlson Business School (Yes I Can Training)
Corporate Concierge Services August 2015 - Present
Merrill Lynch June 2014 - March 2015
Radisson November 2011 - June 2014
Staybridge Suites April 2009 - November 2011
Holiday Inn March 2008 - November 2011
Skills
Hotels, Team Building, Revenue Analysis, Operations Management, Hospitality, Performance Management, Employee Engagement, Hotel Management, Team Leadership, Employee Training
Education
Judson University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Northern Illinois University 2008 — 2009
Carlson Business School (Yes I Can Training)
Marc Philobos Marc Philobos's Merrill Lynch Experience 2002 - 2003
Job Head of Strategic Partnerships at Parking Panda
Industry Sports
Experience
Parking Panda June 2014 - Present
Parking Panda May 2013 - Present
New York Jets June 2010 - May 2013
New York Jets January 2009 - June 2010
HalogenGuides March 2007 - April 2008
StubHub February 2005 - March 2007
StubHub Inc/eBay Inc 2005 - 2007
San Francisco 49ers 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Event Management, Sales Management, Sports Management, Sports, Customer Relations, Account Management, Customer Service, Retail, Problem Solving, Team Building, CRM, PowerPoint, Sports Marketing, Team Leadership, Advertising, Business Development, Public Relations, Marketing Communications, Sponsorship, Social Media Marketing, Lead Generation, Management, Event Planning, Sales, Marketing Strategy, Ticket Sales, Training, Social Networking, Customer Retention, Marketing, Microsoft Excel, Social Media
Education
American Flyers 2011 — 2012
Private Pilot's License, Private Pilot
University of San Francisco 2003 — 2005
MA, Sport Management
Kean University 1996 — 2001
Bachelor of Science (BS), Management Science
Parking Panda June 2014 - Present
Parking Panda May 2013 - Present
New York Jets June 2010 - May 2013
New York Jets January 2009 - June 2010
HalogenGuides March 2007 - April 2008
StubHub February 2005 - March 2007
StubHub Inc/eBay Inc 2005 - 2007
San Francisco 49ers 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Event Management, Sales Management, Sports Management, Sports, Customer Relations, Account Management, Customer Service, Retail, Problem Solving, Team Building, CRM, PowerPoint, Sports Marketing, Team Leadership, Advertising, Business Development, Public Relations, Marketing Communications, Sponsorship, Social Media Marketing, Lead Generation, Management, Event Planning, Sales, Marketing Strategy, Ticket Sales, Training, Social Networking, Customer Retention, Marketing, Microsoft Excel, Social Media
Education
American Flyers 2011 — 2012
Private Pilot's License, Private Pilot
University of San Francisco 2003 — 2005
MA, Sport Management
Kean University 1996 — 2001
Bachelor of Science (BS), Management Science
Mark Joukoff's Merrill Lynch Experience March 2012 - April 2015
Job Senior Manager Operations
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Merrill Lynch March 2012 - April 2015
Cbeyond January 2012 - March 2012
Young and Rubicam August 2011 - December 2011
Skills
Retirement Planning, Financial Analysis, Investments, Retirement, Uniform Combined State..., Finance, Series 63, Financial Advisory, Mutual Funds, Series 7, Wealth Management, Financial Planning, Microsoft Office, Customer Service, Public Speaking
Education
University of Nevada-Reno 2010 — 2011
B.A
Kansas State University 2008 — 2009
Political Communications
Santa Rosa Junior College 2006 — 2008
Associate of Arts (AA), Mass Communication/Media Studies
AXA Advisors April 2015 - Present
Merrill Lynch March 2012 - April 2015
Cbeyond January 2012 - March 2012
Young and Rubicam August 2011 - December 2011
Skills
Retirement Planning, Financial Analysis, Investments, Retirement, Uniform Combined State..., Finance, Series 63, Financial Advisory, Mutual Funds, Series 7, Wealth Management, Financial Planning, Microsoft Office, Customer Service, Public Speaking
Education
University of Nevada-Reno 2010 — 2011
B.A
Kansas State University 2008 — 2009
Political Communications
Santa Rosa Junior College 2006 — 2008
Associate of Arts (AA), Mass Communication/Media Studies
Chris Dendrinos, CFA Chris Dendrinos, CFA's Merrill Lynch Experience June 2009 - August 2010
Job Equity Research Associate at KLR Group
Industry Investment Banking
Experience
KLR Group, LLC June 2014 - Present
Direct Energy May 2013 - June 2014
Direct Energy October 2011 - May 2013
Cambridge Investments March 2011 - June 2011
Merrill Lynch June 2009 - August 2010
Skills
Investments, Financial Modeling, Research, PowerPoint, Economics, Microsoft Excel
Education
Kalamazoo College 2007 — 2011
BA, Economics
London School of Economics and Political Science
Finance
KLR Group, LLC June 2014 - Present
Direct Energy May 2013 - June 2014
Direct Energy October 2011 - May 2013
Cambridge Investments March 2011 - June 2011
Merrill Lynch June 2009 - August 2010
Skills
Investments, Financial Modeling, Research, PowerPoint, Economics, Microsoft Excel
Education
Kalamazoo College 2007 — 2011
BA, Economics
London School of Economics and Political Science
Finance
LaShanta Joyner LaShanta Joyner's Merrill Lynch Experience August 1994 - August 2003
Job Registered Nurse
Industry Hospital & Health Care
Experience
Healthy Schools LLC August 2014 - Present
St. Vincent's HealthCare March 2014 - Present
St. Vincent's HealthCare September 2005 - March 2014
Merrill Lynch August 1994 - August 2003
Skills
Healthcare, Hospitals, Nursing, BLS, Patient Safety, Inpatient, Cpr Certified, Medical/Surgical
Education
Kaplan University 2014 — 2015
Bachelor's degree, Registered Nursing/Registered Nurse, 3.89 GPA
Kaplan College 2012 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Florida State College at Jax
Associate of Arts (A.A.), Nursing Education
Healthy Schools LLC August 2014 - Present
St. Vincent's HealthCare March 2014 - Present
St. Vincent's HealthCare September 2005 - March 2014
Merrill Lynch August 1994 - August 2003
Skills
Healthcare, Hospitals, Nursing, BLS, Patient Safety, Inpatient, Cpr Certified, Medical/Surgical
Education
Kaplan University 2014 — 2015
Bachelor's degree, Registered Nursing/Registered Nurse, 3.89 GPA
Kaplan College 2012 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Florida State College at Jax
Associate of Arts (A.A.), Nursing Education
David Glenski's Merrill Lynch Experience June 2012 - July 2012
Job Student at Kansas State University
Industry Investment Banking
Experience
George K. Baum Capital Advisors May 2014 - August 2014
College of Business Student Ambassadors April 2013 - April 2014
Delta Upsilon International Fraternity November 2012 - November 2013
George K. Baum Capital Advisors May 2013 - August 2013
Merrill Lynch June 2012 - July 2012
The Irish Museum and Cultural Center June 2011 - August 2011
Skills
Budgets, Finance, Mergers & Acquisitions, Microsoft Excel, Financial Modeling, Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Word
Education
Kansas State University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance, Minor in Leadership Studies
George K. Baum Capital Advisors May 2014 - August 2014
College of Business Student Ambassadors April 2013 - April 2014
Delta Upsilon International Fraternity November 2012 - November 2013
George K. Baum Capital Advisors May 2013 - August 2013
Merrill Lynch June 2012 - July 2012
The Irish Museum and Cultural Center June 2011 - August 2011
Skills
Budgets, Finance, Mergers & Acquisitions, Microsoft Excel, Financial Modeling, Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Word
Education
Kansas State University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance, Minor in Leadership Studies
David Laumbach David Laumbach's Merrill Lynch Experience January 1995 - January 1997
Job Providing financial program support; budget, forecasting, and cash flow analysis.
Industry Financial Services
Experience
Kearfott Guidance & Navigation May 2015 - Present
Self employed November 2014 - May 2015
Laboratory of Atmospheric and Space Physics at CU February 2012 - November 2014
ITT GEOSPATIAL SYSTEMS March 2009 - July 2011
TIFFANY & CO March 2008 - March 2009
BAE SYSTEMS INC February 2002 - March 2008
Ingersoll Rand April 2000 - October 2001
INGERSOLL-RAND April 2000 - October 2001
HUDSON UNITED BANCORP January 1997 - January 2000
Merrill Lynch January 1995 - January 1997
Skills
Financial Analysis, Finance, Budgets, Forecasting, Analysis, Sarbanes-Oxley Act, Risk Management, Accounting, Financial Reporting, General Ledger, Program Management, Variance Analysis, Managerial Finance, Financial Accounting, Business Analysis, Schedule Control, Cost Reporting, Project Management, Earned Value Management, Strategic Financial..., Management, Financial Audits, Account Reconciliation, Hyperion Enterprise, Leadership, Auditing, Oracle General Ledger, Oracle Discoverer, Integration, Executive Management, Accounts Payable, Process Improvement, Strategic Planning, Accounts Receivable, Proposal Writing, Financial Forecasting, Cost Accounting, Project Reporting, Cross-functional Team..., Cost Benefit, ERP, Due Diligence, Information Technology, Manufacturing Finance, Financial Control, General Ledger..., System Implementations, Youth Mentoring, Sports Coaching, SharePoint
Education
William Paterson University of New Jersey 1993 — 1995
Bachelor of Science, Business Management
William Paterson College 1992 — 1995
BS, Business Administration
Kean University 1990 — 1992
Business Management
West Milford HS
Kearfott Guidance & Navigation May 2015 - Present
Self employed November 2014 - May 2015
Laboratory of Atmospheric and Space Physics at CU February 2012 - November 2014
ITT GEOSPATIAL SYSTEMS March 2009 - July 2011
TIFFANY & CO March 2008 - March 2009
BAE SYSTEMS INC February 2002 - March 2008
Ingersoll Rand April 2000 - October 2001
INGERSOLL-RAND April 2000 - October 2001
HUDSON UNITED BANCORP January 1997 - January 2000
Merrill Lynch January 1995 - January 1997
Skills
Financial Analysis, Finance, Budgets, Forecasting, Analysis, Sarbanes-Oxley Act, Risk Management, Accounting, Financial Reporting, General Ledger, Program Management, Variance Analysis, Managerial Finance, Financial Accounting, Business Analysis, Schedule Control, Cost Reporting, Project Management, Earned Value Management, Strategic Financial..., Management, Financial Audits, Account Reconciliation, Hyperion Enterprise, Leadership, Auditing, Oracle General Ledger, Oracle Discoverer, Integration, Executive Management, Accounts Payable, Process Improvement, Strategic Planning, Accounts Receivable, Proposal Writing, Financial Forecasting, Cost Accounting, Project Reporting, Cross-functional Team..., Cost Benefit, ERP, Due Diligence, Information Technology, Manufacturing Finance, Financial Control, General Ledger..., System Implementations, Youth Mentoring, Sports Coaching, SharePoint
Education
William Paterson University of New Jersey 1993 — 1995
Bachelor of Science, Business Management
William Paterson College 1992 — 1995
BS, Business Administration
Kean University 1990 — 1992
Business Management
West Milford HS
Brian Vincelette Brian Vincelette's Merrill Lynch Experience August 2008 - January 2013
Job Financial Advisor, Chartered Retirement Planning Counselor at EGI Financial, Inc.
Industry Financial Services
Experience
EGI Financial, Inc. - (American Heritage Securities, Inc) January 2013 - Present
Merrill Lynch August 2008 - January 2013
Pfizer (Wyeth) Pharmaceuticals January 2002 - August 2008
The Golf Improvement Center April 2000 - January 2002
Skills
Investment Management, IRAs, Retirement Planning, Investment Strategies, 401k, Business Analysis, Business Strategy, New Business Development, Golf Instruction, Income, Tax Free Income, Long-term Customer..., Fixed Income Analysis, Relationship Management, Strategic Planning, Sales Management, Coaching, Sales Process, Golf Fitness, Fly Fishing, Golf Management, Securities, Asset Management, Pensions, Wealth Management, Financial Advisory, Investments, Retirement, Wealth Management..., Roth IRA, Customer Service
Education
New Mexico State University 1989 — 1993
Bachelor's Degree, 00 op 00 po pack
Kaplan University 2011 — 2012
Financial Planning Education Program, Completion
Arizona State University 1988 — 1989
EGI Financial, Inc. - (American Heritage Securities, Inc) January 2013 - Present
Merrill Lynch August 2008 - January 2013
Pfizer (Wyeth) Pharmaceuticals January 2002 - August 2008
The Golf Improvement Center April 2000 - January 2002
Skills
Investment Management, IRAs, Retirement Planning, Investment Strategies, 401k, Business Analysis, Business Strategy, New Business Development, Golf Instruction, Income, Tax Free Income, Long-term Customer..., Fixed Income Analysis, Relationship Management, Strategic Planning, Sales Management, Coaching, Sales Process, Golf Fitness, Fly Fishing, Golf Management, Securities, Asset Management, Pensions, Wealth Management, Financial Advisory, Investments, Retirement, Wealth Management..., Roth IRA, Customer Service
Education
New Mexico State University 1989 — 1993
Bachelor's Degree, 00 op 00 po pack
Kaplan University 2011 — 2012
Financial Planning Education Program, Completion
Arizona State University 1988 — 1989
Jacob Mooney's Merrill Lynch Experience May 2003 - August 2006
Job President at JK Ventures Corporation
Industry Real Estate
Experience
MRE Capital June 2008 - Present
JK Ventures Corporation August 2006 - Present
Merrill Lynch May 2003 - August 2006
Skills
Construction, Financial Modeling, Investments, Real Estate Development, Mergers, Due Diligence, Financial Analysis, Private Equity, Strategic Planning, Property Management, Investment Advisory, Series 7, Real Estate, Investors, Affordable Housing, Disposition, Estate Planning, Finance, Investment Banking, Asset Allocation, Mergers & Acquisitions, New Business Development, Insurance, Loans, Tax Credits, Credit Analysis, Negotiation, Marketing, Securities, Budgets, Commercial Banking, Retirement Planning
Education
Kansas State University 2000 — 2003
Business
Rockhurst High School 1996 — 2000
MRE Capital June 2008 - Present
JK Ventures Corporation August 2006 - Present
Merrill Lynch May 2003 - August 2006
Skills
Construction, Financial Modeling, Investments, Real Estate Development, Mergers, Due Diligence, Financial Analysis, Private Equity, Strategic Planning, Property Management, Investment Advisory, Series 7, Real Estate, Investors, Affordable Housing, Disposition, Estate Planning, Finance, Investment Banking, Asset Allocation, Mergers & Acquisitions, New Business Development, Insurance, Loans, Tax Credits, Credit Analysis, Negotiation, Marketing, Securities, Budgets, Commercial Banking, Retirement Planning
Education
Kansas State University 2000 — 2003
Business
Rockhurst High School 1996 — 2000
Vaibhav Mathur Vaibhav Mathur's Merrill Lynch Experience August 2003 - September 2005
Job Cloud Strategist at Perficient, Inc
Industry Computer Software
Experience
Perficient December 2011 - Present
Microsoft Corporation December 2012 - Present
Perficient December 2011 - Present
BT Global Services September 2007 - December 2011
Chesapeake 2006 - 2007
Midwest Airlines 2005 - 2006
Merrill Lynch August 2003 - September 2005
Verizon 2002 - 2003
Skills
SharePoint, Enterprise Architecture, C#, Business Intelligence, InfoPath, Consulting, ASP.NET, Agile Methodologies, Solution Architecture, .NET, Software Development, Pre-sales, Cloud Computing, Agile Project Management, Microsoft Office..., Microsoft Technologies, Software Project..., Windows Azure, Enterprise Content..., Microsoft SQL Server, Integration, Web Applications, WCF, SDLC, Application Architecture, IT Strategy, Requirements Analysis, SaaS, LINQ, MVC, jQuery, Governance, Enterprise Portals, Process Management, Service Oriented..., REST, OData, TFS, Project Delivery, Enterprise Software, Web Services, Scrum, Office 365, Microsoft.Net, Strategy, Collaboration, SharePoint 2013, Architecture, Portals, System Center Suite
Education
New Jersey Institute of Technology 2001 — 2002
Master's Degree, Computer Science
Karnatak University 1996 — 2000
Bachelor's Degree, Electronics and Communications
Mount St Marys 1982 — 1995
High School
Perficient December 2011 - Present
Microsoft Corporation December 2012 - Present
Perficient December 2011 - Present
BT Global Services September 2007 - December 2011
Chesapeake 2006 - 2007
Midwest Airlines 2005 - 2006
Merrill Lynch August 2003 - September 2005
Verizon 2002 - 2003
Skills
SharePoint, Enterprise Architecture, C#, Business Intelligence, InfoPath, Consulting, ASP.NET, Agile Methodologies, Solution Architecture, .NET, Software Development, Pre-sales, Cloud Computing, Agile Project Management, Microsoft Office..., Microsoft Technologies, Software Project..., Windows Azure, Enterprise Content..., Microsoft SQL Server, Integration, Web Applications, WCF, SDLC, Application Architecture, IT Strategy, Requirements Analysis, SaaS, LINQ, MVC, jQuery, Governance, Enterprise Portals, Process Management, Service Oriented..., REST, OData, TFS, Project Delivery, Enterprise Software, Web Services, Scrum, Office 365, Microsoft.Net, Strategy, Collaboration, SharePoint 2013, Architecture, Portals, System Center Suite
Education
New Jersey Institute of Technology 2001 — 2002
Master's Degree, Computer Science
Karnatak University 1996 — 2000
Bachelor's Degree, Electronics and Communications
Mount St Marys 1982 — 1995
High School
Jose Miguel Rosario Jose Miguel Rosario's Merrill Lynch Experience November 2001 - July 2014
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Merrill Lynch November 2001 - July 2014
Merrill Lynch July 1998 - November 2001
Merrill Lynch 1995 - July 1998
Skills
Portfolio Management, Investments, Fixed Income, Series 7, Equities, Mutual Funds, Banking, Bloomberg, Asset Management, Alternative Investments, Options, FX Options, Wealth Management..., Securities, Trading, Finance, Wealth Management, Investment Advisory, Foreign Exchange, High Net Worth..., FINRA, Relationship Management, Asset Allocation, Derivatives, Structured Products
Education
US NAVY 1987 — 1996
Technical Engineer
Kaplan University
Morgan Stanley August 2014 - Present
Merrill Lynch November 2001 - July 2014
Merrill Lynch July 1998 - November 2001
Merrill Lynch 1995 - July 1998
Skills
Portfolio Management, Investments, Fixed Income, Series 7, Equities, Mutual Funds, Banking, Bloomberg, Asset Management, Alternative Investments, Options, FX Options, Wealth Management..., Securities, Trading, Finance, Wealth Management, Investment Advisory, Foreign Exchange, High Net Worth..., FINRA, Relationship Management, Asset Allocation, Derivatives, Structured Products
Education
US NAVY 1987 — 1996
Technical Engineer
Kaplan University
Lydia Barron's Merrill Lynch Experience 1996 - 2000
Job SVP, Global Relationship & Product Management at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America June 2013 - December 2014
Consumer Financial Protection Bureau July 2012 - May 2013
Huntington National Bank April 2011 - June 2012
JNET Communications, LLC October 2008 - April 2011
Robinson Group Consulting October 2007 - February 2008
WellPoint September 2006 - July 2007
Wachovia 2004 - 2006
JPMorganChase 2000 - 2004
Merrill Lynch 1996 - 2000
Skills
Call Center, Debit Cards, ATM, Strategic Planning, IT Management, Program Management, Service Delivery, Information Architecture, Business Applications, Production Support, Change Management, Team Building, IT Operations, VMware Infrastructure, Telecommunications..., Agile Project Management, PCI DSS, Cisco, IVR, .NET, Java, Architecture, Web Applications, Mobile Applications, CRM software, Contact Center Design, Talent Management, Business Transformation, IT Transformation, Mergers, IT Outsourcing, IT Strategy, Business Strategy, Global Management, Financial Management, ROI Accountability, Vendor Management, Portfolio Management, Technology Alignment, SOA, Web Services, Computer Security, Executive Management, Data Center Architecture, Data Center Relocation, Network Architecture, Procurement, Contract Negotiation, Client Engagement, Intranet
Education
Stevens Institute of Technology 1992 — 1994
Master of Science, Computer Science
Kean University 1983 — 1986
Bachelor of Science, Computer Science
University high school
HS Diploma
Bank of America June 2013 - Present
Bank of America June 2013 - December 2014
Consumer Financial Protection Bureau July 2012 - May 2013
Huntington National Bank April 2011 - June 2012
JNET Communications, LLC October 2008 - April 2011
Robinson Group Consulting October 2007 - February 2008
WellPoint September 2006 - July 2007
Wachovia 2004 - 2006
JPMorganChase 2000 - 2004
Merrill Lynch 1996 - 2000
Skills
Call Center, Debit Cards, ATM, Strategic Planning, IT Management, Program Management, Service Delivery, Information Architecture, Business Applications, Production Support, Change Management, Team Building, IT Operations, VMware Infrastructure, Telecommunications..., Agile Project Management, PCI DSS, Cisco, IVR, .NET, Java, Architecture, Web Applications, Mobile Applications, CRM software, Contact Center Design, Talent Management, Business Transformation, IT Transformation, Mergers, IT Outsourcing, IT Strategy, Business Strategy, Global Management, Financial Management, ROI Accountability, Vendor Management, Portfolio Management, Technology Alignment, SOA, Web Services, Computer Security, Executive Management, Data Center Architecture, Data Center Relocation, Network Architecture, Procurement, Contract Negotiation, Client Engagement, Intranet
Education
Stevens Institute of Technology 1992 — 1994
Master of Science, Computer Science
Kean University 1983 — 1986
Bachelor of Science, Computer Science
University high school
HS Diploma
Elisabeth Kohls, Ph.D Elisabeth Kohls, Ph.D's Merrill Lynch Experience 2011 - Present
Job Financial Professional
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
Merrill Lynch 2011 - Present
Johnson Bank February 2014 - February 2015
Deutsche Asset and Wealth Management September 2000 - December 2008
Eurohypo AG June 1997 - September 2000
Education
University of Mannheim 1989 — 1992
Ph.D., Law
Karl-Franzens-Universität Graz 1987 — 1989
First Diplome Exame, Law
JPMorgan Chase & Co. February 2015 - Present
Merrill Lynch 2011 - Present
Johnson Bank February 2014 - February 2015
Deutsche Asset and Wealth Management September 2000 - December 2008
Eurohypo AG June 1997 - September 2000
Education
University of Mannheim 1989 — 1992
Ph.D., Law
Karl-Franzens-Universität Graz 1987 — 1989
First Diplome Exame, Law
Aamir Riaz Aamir Riaz's Merrill Lynch Experience February 1976 - March 1978
Job
Industry Financial Services
Experience
Oppenheimer & Co. September 1989 - Present
Thomson McKinnon March 1988 - June 1989
E.F. Hutton & Co. May 1978 - March 1988
Merrill Lynch February 1976 - March 1978
Education
St. Patrick's High School 1963 — 1967
High School
Karachi University
BA, Economics, Mathematics
Oppenheimer & Co. September 1989 - Present
Thomson McKinnon March 1988 - June 1989
E.F. Hutton & Co. May 1978 - March 1988
Merrill Lynch February 1976 - March 1978
Education
St. Patrick's High School 1963 — 1967
High School
Karachi University
BA, Economics, Mathematics
Akansha Sukhija Akansha Sukhija's Merrill Lynch Experience August 2011 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2011 - Present
Scrier Funds September 2010 - June 2011
J.P. Morgan Chase February 2009 - December 2009
Skills
Investments, Valuation, Financial Analysis, Equities, Financial Modeling, Strategic Financial..., Portfolio Management, Corporate Finance, Risk Management, Alternative Investments, Microsoft Excel
Education
Kean University 2003 — 2008
B.A., Political Science, Pre-Law
Merrill Lynch August 2011 - Present
Scrier Funds September 2010 - June 2011
J.P. Morgan Chase February 2009 - December 2009
Skills
Investments, Valuation, Financial Analysis, Equities, Financial Modeling, Strategic Financial..., Portfolio Management, Corporate Finance, Risk Management, Alternative Investments, Microsoft Excel
Education
Kean University 2003 — 2008
B.A., Political Science, Pre-Law
Kathleen Kowrach Kathleen Kowrach's Merrill Lynch Experience February 1980 - June 1986
Job Principal at A Simpler Life Concierge, Inc.
Industry Events Services
Experience
A Simpler Life Concierge, Inc. May 2010 - Present
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers June 1986 - October 2006
Merrill Lynch February 1980 - June 1986
Skills
Personal Concierge, Asset Managment, Portfolio Management, Investments, Equities, Series 7, Fixed Income, Financial Services, Business Analysis, Mutual Funds, Vendor Management, Securities, Wealth Management, Project Management, Trading, Personal Support, Analysis, Relationship Management, Management, Executive Management, Team Building, Concierge Services, Training, Software Documentation
Education
Kean University 1967 — 1971
Bachelor of Arts, English Liberal Arts
A Simpler Life Concierge, Inc. May 2010 - Present
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers June 1986 - October 2006
Merrill Lynch February 1980 - June 1986
Skills
Personal Concierge, Asset Managment, Portfolio Management, Investments, Equities, Series 7, Fixed Income, Financial Services, Business Analysis, Mutual Funds, Vendor Management, Securities, Wealth Management, Project Management, Trading, Personal Support, Analysis, Relationship Management, Management, Executive Management, Team Building, Concierge Services, Training, Software Documentation
Education
Kean University 1967 — 1971
Bachelor of Arts, English Liberal Arts
Bryan Clark's Merrill Lynch Experience 1991 - 1993
Job Divisional Vice President at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store July 2007 - Present
UMB June 2003 - June 2007
TRM Corporation 1997 - 2003
CNBS, Inc. 1993 - 1997
Merrill Lynch 1991 - 1993
Slawson Oil 1984 - 1986
Skills
401k, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, Leadership, Management, Marketing, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Process Improvement, Retirement Planning, Risk Management, Sales, Sales Management, Securities, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Team Building, IRAs
Education
Kansas State University 1978 — 1982
BS, Accounting/Finance
The Mutual Fund Store July 2007 - Present
UMB June 2003 - June 2007
TRM Corporation 1997 - 2003
CNBS, Inc. 1993 - 1997
Merrill Lynch 1991 - 1993
Slawson Oil 1984 - 1986
Skills
401k, Alternative Investments, Asset Allocation, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, Leadership, Management, Marketing, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Process Improvement, Retirement Planning, Risk Management, Sales, Sales Management, Securities, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Team Building, IRAs
Education
Kansas State University 1978 — 1982
BS, Accounting/Finance
Jim Lozada, MBA's Merrill Lynch Experience February 2013 - June 2014
Job Financial Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America June 2014 - Present
Merrill Lynch February 2013 - June 2014
Bank of America August 2012 - February 2013
Bank of America August 2008 - August 2012
US Census Bureau May 2010 - August 2010
Skills
Microsoft Office, Risk Management, Training, Sales, Banking, Financial Analysis, Microsoft Excel, Mortgage Lending, Customer Service, Microsoft Word, PowerPoint, Accounting, Outlook, Financial Reporting, Forecasting, Leadership, Auditing, QuickBooks, Accounts Payable, Data Analysis
Education
Montclair State University 2013 — 2014
Master of Business Administration (MBA)
Kean University 2010 — 2012
B.S., Finance
Raritan Valley Community College 2008 — 2010
A.A., Business
Bank of America June 2014 - Present
Merrill Lynch February 2013 - June 2014
Bank of America August 2012 - February 2013
Bank of America August 2008 - August 2012
US Census Bureau May 2010 - August 2010
Skills
Microsoft Office, Risk Management, Training, Sales, Banking, Financial Analysis, Microsoft Excel, Mortgage Lending, Customer Service, Microsoft Word, PowerPoint, Accounting, Outlook, Financial Reporting, Forecasting, Leadership, Auditing, QuickBooks, Accounts Payable, Data Analysis
Education
Montclair State University 2013 — 2014
Master of Business Administration (MBA)
Kean University 2010 — 2012
B.S., Finance
Raritan Valley Community College 2008 — 2010
A.A., Business
Jim Jiao Jim Jiao's Merrill Lynch Experience April 2013 - April 2015
Job Financial Services Executive
Industry Financial Services
Experience
Merrill Lynch April 2013 - April 2015
Merrill Lynch March 2009 - November 2013
Merrill Lynch July 1997 - February 2009
Deutsche Bank January 1990 - July 1997
Hewlett-Packard 1989 - December 1989
Universitaet Mannheim February 1988 - May 1989
Nixdorf Computer AG July 1988 - October 1988
Nixdorf Computer AG, Paderborn/Germany & Helsinki/Finland July 1987 - February 1988
Johnson & Johnson Medical, Norderstedt, Germany February 1987 - April 1987
German Armed Forces (Bundeswehr) July 1980 - September 1984
Skills
Management, Business Planning, Financial Recruiting, Wealth Management, Investments, Portfolio Management, Finance, Investment Banking, Financial Advisory, Asset Management, Banking, Fixed Income, Equities, Mutual Funds, Financial Analysis, Securities, Private Banking, Insurance, Business Coaching, Multinational...
Education
University of Mannheim 1984 — 1988
Dipl. Kfm.
Western Illinois University 1985 — 1986
M.A.
Justus Liebig University Giessen 1982 — 1984
Vordiplom
Merrill Lynch April 2013 - April 2015
Merrill Lynch March 2009 - November 2013
Merrill Lynch July 1997 - February 2009
Deutsche Bank January 1990 - July 1997
Hewlett-Packard 1989 - December 1989
Universitaet Mannheim February 1988 - May 1989
Nixdorf Computer AG July 1988 - October 1988
Nixdorf Computer AG, Paderborn/Germany & Helsinki/Finland July 1987 - February 1988
Johnson & Johnson Medical, Norderstedt, Germany February 1987 - April 1987
German Armed Forces (Bundeswehr) July 1980 - September 1984
Skills
Management, Business Planning, Financial Recruiting, Wealth Management, Investments, Portfolio Management, Finance, Investment Banking, Financial Advisory, Asset Management, Banking, Fixed Income, Equities, Mutual Funds, Financial Analysis, Securities, Private Banking, Insurance, Business Coaching, Multinational...
Education
University of Mannheim 1984 — 1988
Dipl. Kfm.
Western Illinois University 1985 — 1986
M.A.
Justus Liebig University Giessen 1982 — 1984
Vordiplom
Mason Arion Mason Arion's Merrill Lynch Experience October 2011 - Present
Job Derivatives Operations Analyst Financial Futures & Options at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Bank of America February 2008 - October 2011
Bank of America July 2006 - February 2008
State Street Bank September 2004 - July 2006
Education
Kalamazoo College 1998 — 2002
BA, Economics & Business, Political Science
Merrill Lynch October 2011 - Present
Bank of America February 2008 - October 2011
Bank of America July 2006 - February 2008
State Street Bank September 2004 - July 2006
Education
Kalamazoo College 1998 — 2002
BA, Economics & Business, Political Science
Steven Barry's Merrill Lynch Experience October 1998 - August 2000
Job Messaging Administrator at Cravath, Swaine & Moore LLP
Industry Information Technology and Services
Experience
Cravath, Swaine & Moore LLP May 2014 - Present
Glenmont Group January 2014 - May 2014
Actavis plc (Formally called Warner Chilcott) January 2011 - December 2013
Senior Domino and Blackberry Consultant October 2008 - December 2010
Travelers, Inc. August 2003 - September 2008
Curtis Circulation Company January 2002 - August 2003
iNautix Technologies September 2000 - July 2001
Merrill Lynch October 1998 - August 2000
PricewaterhouseCoopers April 1997 - September 1998
Tenneco December 1995 - April 1997
Skills
Lotus Domino, System Administration, Servers, Messaging, Deployment, VMware, Lotus Notes, Help Desk Support, Blackberry Enterprise..., Windows Server, Security, Active Directory, System Deployment, Operating Systems, Windows, Networking, Infrastructure, Disaster Recovery, Sametime, Blackberry, IT Operations, IT Management, SharePoint, Lotus Traveler
Education
Stevens Institute of Technology 2002 — 2004
M.S., Information Management
Seton Hall University 1993 — 1995
B.A., Communications
Kean University 1991 — 1993
N/A, Transferred to Seton Hall University in 1993
Cravath, Swaine & Moore LLP May 2014 - Present
Glenmont Group January 2014 - May 2014
Actavis plc (Formally called Warner Chilcott) January 2011 - December 2013
Senior Domino and Blackberry Consultant October 2008 - December 2010
Travelers, Inc. August 2003 - September 2008
Curtis Circulation Company January 2002 - August 2003
iNautix Technologies September 2000 - July 2001
Merrill Lynch October 1998 - August 2000
PricewaterhouseCoopers April 1997 - September 1998
Tenneco December 1995 - April 1997
Skills
Lotus Domino, System Administration, Servers, Messaging, Deployment, VMware, Lotus Notes, Help Desk Support, Blackberry Enterprise..., Windows Server, Security, Active Directory, System Deployment, Operating Systems, Windows, Networking, Infrastructure, Disaster Recovery, Sametime, Blackberry, IT Operations, IT Management, SharePoint, Lotus Traveler
Education
Stevens Institute of Technology 2002 — 2004
M.S., Information Management
Seton Hall University 1993 — 1995
B.A., Communications
Kean University 1991 — 1993
N/A, Transferred to Seton Hall University in 1993
Brad Vamos, MBA's Merrill Lynch Experience June 2000 - September 2000
Job Operations Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank October 2014 - Present
MassMutual Financial Group January 2012 - December 2013
Harris Bank January 2010 - December 2010
Houlihan Smith & Company, Inc. January 2008 - December 2009
Citi October 2006 - January 2007
H&R Block May 2004 - August 2006
Morgan Stanley June 2001 - May 2003
Merrill Lynch June 2000 - September 2000
Skills
Mergers & Acquisitions, Investments, Budgets, Financial Modeling, Mergers, Risk Management, Compliance, Team Building, Project Portfolio..., Financial Risk, Project Management, Accounting, Bookkeeping, Financial Analysis, Investment Banking, Risk, Strategic Leadership, Budget Management, Professional Services..., Operations Management, Policy Writing, Database Management, Financial Counseling, Capital Budgeting, Client Relations, Program Mangement, Management, Training, Accounts Payable, Accounts Receivable, Analysis, Finance, Financial Accounting
Education
Loyola University of Chicago 2006 — 2007
MBA
Wayne State University 2005 — 2006
MBA
Kalamazoo College 1997 — 2001
BA
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.)
Detroit Catholic Central High School 1993 — 1997
Diploma
Deutsche Bank October 2014 - Present
MassMutual Financial Group January 2012 - December 2013
Harris Bank January 2010 - December 2010
Houlihan Smith & Company, Inc. January 2008 - December 2009
Citi October 2006 - January 2007
H&R Block May 2004 - August 2006
Morgan Stanley June 2001 - May 2003
Merrill Lynch June 2000 - September 2000
Skills
Mergers & Acquisitions, Investments, Budgets, Financial Modeling, Mergers, Risk Management, Compliance, Team Building, Project Portfolio..., Financial Risk, Project Management, Accounting, Bookkeeping, Financial Analysis, Investment Banking, Risk, Strategic Leadership, Budget Management, Professional Services..., Operations Management, Policy Writing, Database Management, Financial Counseling, Capital Budgeting, Client Relations, Program Mangement, Management, Training, Accounts Payable, Accounts Receivable, Analysis, Finance, Financial Accounting
Education
Loyola University of Chicago 2006 — 2007
MBA
Wayne State University 2005 — 2006
MBA
Kalamazoo College 1997 — 2001
BA
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.)
Detroit Catholic Central High School 1993 — 1997
Diploma
Shawn Tucker's Merrill Lynch Experience 1998 - 2000
Job Development Tester at SAS
Industry Computer Software
Experience
SAS June 2012 - Present
DataFlux a SAS Company October 2009 - June 2012
Sierra Wireless February 2007 - October 2009
ChannelAdvisor August 2006 - February 2007
Graphik Dimensions / Pictureframes.com March 2006 - August 2006
Art.com 2003 - 2006
Sony Ericsson 2000 - 2003
Merrill Lynch 1998 - 2000
Lucent Technologies 1995 - 1998
Bellcore (Telcordia) 1990 - 1995
Skills
Agile Methodologies, Test Automation, Software Quality..., Testing, Quality Assurance, Software Development, SQL, Test Planning, System Testing, Scrum, Unix, Linux, ClearQuest, Quality Center, Web Applications, Integration, Regression Testing, Manual Testing
Education
Kean University
M.S., Management Systems Analysis
Tennessee State University
B.S., Computer Science
SAS June 2012 - Present
DataFlux a SAS Company October 2009 - June 2012
Sierra Wireless February 2007 - October 2009
ChannelAdvisor August 2006 - February 2007
Graphik Dimensions / Pictureframes.com March 2006 - August 2006
Art.com 2003 - 2006
Sony Ericsson 2000 - 2003
Merrill Lynch 1998 - 2000
Lucent Technologies 1995 - 1998
Bellcore (Telcordia) 1990 - 1995
Skills
Agile Methodologies, Test Automation, Software Quality..., Testing, Quality Assurance, Software Development, SQL, Test Planning, System Testing, Scrum, Unix, Linux, ClearQuest, Quality Center, Web Applications, Integration, Regression Testing, Manual Testing
Education
Kean University
M.S., Management Systems Analysis
Tennessee State University
B.S., Computer Science
Eugene Gilerson's Merrill Lynch Experience April 2000 - August 2001
Job US Lead, Legal Entity Program at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2009 - Present
Credit Suisse October 2007 - October 2009
Credit Suisse October 2005 - October 2007
Standard & Poors May 2004 - October 2005
TD Waterhouse September 2001 - May 2004
Merrill Lynch April 2000 - August 2001
Blackberry Technologies January 1999 - March 2000
Skills
Business Process..., Vendor Management, Auditing, Regulations, Software Development..., Business Analysis, Derivatives, Fixed Income, Investment Banking, SDLC, Equities, Capital Markets, Project Management, Program Management, Stakeholder Management, Risk Management, Banking, Financial Services, Portfolio Management, Relationship Management, Prime Brokerage, Middle Office, Governance, Financial Modeling, Trading, Operational Risk, Business Process..., IT Strategy, Project Delivery, Business Transformation, Structured Products, Bloomberg, Requirements Gathering, Trading Systems, Corporate Finance, Financial Markets, Valuation, Credit Derivatives, FX Options, Hedge Funds, Emerging Markets, Business Requirements, Private Banking, Asset Management, Operational Risk..., Management Consulting, Project Portfolio..., Financial Risk, Securities, PMO
Education
Jones International University 2004 — 2006
MBA, Finance
New York Institute of Technology-Old Westbury 1997 — 1999
BS, Computer Science
Credit Suisse October 2009 - Present
Credit Suisse October 2007 - October 2009
Credit Suisse October 2005 - October 2007
Standard & Poors May 2004 - October 2005
TD Waterhouse September 2001 - May 2004
Merrill Lynch April 2000 - August 2001
Blackberry Technologies January 1999 - March 2000
Skills
Business Process..., Vendor Management, Auditing, Regulations, Software Development..., Business Analysis, Derivatives, Fixed Income, Investment Banking, SDLC, Equities, Capital Markets, Project Management, Program Management, Stakeholder Management, Risk Management, Banking, Financial Services, Portfolio Management, Relationship Management, Prime Brokerage, Middle Office, Governance, Financial Modeling, Trading, Operational Risk, Business Process..., IT Strategy, Project Delivery, Business Transformation, Structured Products, Bloomberg, Requirements Gathering, Trading Systems, Corporate Finance, Financial Markets, Valuation, Credit Derivatives, FX Options, Hedge Funds, Emerging Markets, Business Requirements, Private Banking, Asset Management, Operational Risk..., Management Consulting, Project Portfolio..., Financial Risk, Securities, PMO
Education
Jones International University 2004 — 2006
MBA, Finance
New York Institute of Technology-Old Westbury 1997 — 1999
BS, Computer Science
Irene D. De Leon's Merrill Lynch Experience March 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Bank of America June 2010 - March 2015
Embryon (a division of Advanced Health Media) April 2008 - February 2010
Embryon July 2005 - April 2008
Embryon December 2004 - July 2005
Embryon January 2002 - December 2004
Concord Hospitality Enterprises May 2001 - December 2002
Concord Hospitality Enterprises May 2000 - January 2001
Education
Kean University 1996 — 1999
BS, Marketing
Pace University 1993 — 1995
Accounting
Merrill Lynch March 2015 - Present
Bank of America June 2010 - March 2015
Embryon (a division of Advanced Health Media) April 2008 - February 2010
Embryon July 2005 - April 2008
Embryon December 2004 - July 2005
Embryon January 2002 - December 2004
Concord Hospitality Enterprises May 2001 - December 2002
Concord Hospitality Enterprises May 2000 - January 2001
Education
Kean University 1996 — 1999
BS, Marketing
Pace University 1993 — 1995
Accounting
Achu Akum's Merrill Lynch Experience May 2008 - December 2010
Job Vice President, Investment Product Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2012 - Present
Bank of America Merrill Lynch December 2010 - November 2012
Merrill Lynch May 2008 - December 2010
Merrill Lynch February 2007 - May 2008
Merrill Lynch March 2004 - February 2007
Merrill Lynch March 2000 - March 2004
Skills
Mutual Funds, Investment Management, Retirement, Product Management, Investment Research, Equities, Asset Allocation, Six Sigma, Portfolio Management, Relationship Management, Process Improvement, Consulting, Project Management
Education
Kean University
B.S., Computer Science
Rutgers University
Master of Business Administration (MBA), Finance
Prudential Financial November 2012 - Present
Bank of America Merrill Lynch December 2010 - November 2012
Merrill Lynch May 2008 - December 2010
Merrill Lynch February 2007 - May 2008
Merrill Lynch March 2004 - February 2007
Merrill Lynch March 2000 - March 2004
Skills
Mutual Funds, Investment Management, Retirement, Product Management, Investment Research, Equities, Asset Allocation, Six Sigma, Portfolio Management, Relationship Management, Process Improvement, Consulting, Project Management
Education
Kean University
B.S., Computer Science
Rutgers University
Master of Business Administration (MBA), Finance
Jerome Barnes's Merrill Lynch Experience 1997 - 2001
Job Solutions Engineer at 1E
Industry Information Technology and Services
Experience
1E December 2013 - Present
Symantec 2004 - 2013
Quest Diagnostics 2001 - 2004
Merrill Lynch 1997 - 2001
Bowne 1994 - 1997
Prudential Financial 1988 - 1994
Skills
Virtualization, Enterprise Software, SaaS, Storage, Product Management, Cloud Computing, Mobile Devices, Sales Operations, Management, Pre-sales, VMware, IT Service Management, Data Center, Servers, Linux, System Deployment, Systems Management, Disaster Recovery, Network Security, Enterprise Architecture, Integration, IT Strategy, Security, Managed Services, ITIL, Unix, DNS, Solution Architecture, IIS
Education
Kean University 1983 — 1988
Bachelor of Science (BS), Computer Science
Abraham Clark High School 1979 — 1983
1E December 2013 - Present
Symantec 2004 - 2013
Quest Diagnostics 2001 - 2004
Merrill Lynch 1997 - 2001
Bowne 1994 - 1997
Prudential Financial 1988 - 1994
Skills
Virtualization, Enterprise Software, SaaS, Storage, Product Management, Cloud Computing, Mobile Devices, Sales Operations, Management, Pre-sales, VMware, IT Service Management, Data Center, Servers, Linux, System Deployment, Systems Management, Disaster Recovery, Network Security, Enterprise Architecture, Integration, IT Strategy, Security, Managed Services, ITIL, Unix, DNS, Solution Architecture, IIS
Education
Kean University 1983 — 1988
Bachelor of Science (BS), Computer Science
Abraham Clark High School 1979 — 1983
Terry Pierce's Merrill Lynch Experience February 2007 - July 2008
Job Strategic Account Executive at PrimeRevenue
Industry Financial Services
Experience
PrimeRevenue April 2014 - Present
Pollenware May 2011 - April 2014
HighPointe Financial Group LLC. December 2010 - May 2011
MassMutual Financial Group December 2010 - May 2011
Mutual of Omaha August 2009 - December 2010
KSUfans.com June 2008 - December 2010
Wildcat Nation Network January 2008 - June 2010
WADDELL & REED, Financial Advisor August 2008 - January 2009
Merrill Lynch February 2007 - July 2008
(NFL) Houston Texans February 2006 - August 2006
Skills
Management, Operations, Sales, Financial, Analysis, Relationship, Marketing, Training, Motivation, Recruting, Working Capital..., Risk, Portfolio Management, Insurance, Retirement Planning, Negotiation, 401k, Fixed Annuities, Financial Analysis, Investments, Recruiting, Finance, Salesforce.com, SaaS, Lead Generation, Enterprise Software, Analytics, Global Business..., Sales Presentations, Strategic Planning, Leadership, Small Business, Program Management, Executive Management, Sales Management, Financial Services, Business Strategy, Financial Advisory, IT Strategy, Wealth Management, Mutual Funds, Business Development, Start-ups, New Business Development, Strategy, Team Building
Education
Kansas State University 1999 — 2003
B.A., Financial Management and Services
Wharton School, University of Pennsylvania 2003 — 2004
Business, NFL Sponsored Entrepreneurship Program-
University of Missouri-Kansas City 2006 — 2006
Banking, Entrepreneurship
Western Hills High School 1996 — 1999
HS Diploma
FW Country Day School 1993 — 1996
PrimeRevenue April 2014 - Present
Pollenware May 2011 - April 2014
HighPointe Financial Group LLC. December 2010 - May 2011
MassMutual Financial Group December 2010 - May 2011
Mutual of Omaha August 2009 - December 2010
KSUfans.com June 2008 - December 2010
Wildcat Nation Network January 2008 - June 2010
WADDELL & REED, Financial Advisor August 2008 - January 2009
Merrill Lynch February 2007 - July 2008
(NFL) Houston Texans February 2006 - August 2006
Skills
Management, Operations, Sales, Financial, Analysis, Relationship, Marketing, Training, Motivation, Recruting, Working Capital..., Risk, Portfolio Management, Insurance, Retirement Planning, Negotiation, 401k, Fixed Annuities, Financial Analysis, Investments, Recruiting, Finance, Salesforce.com, SaaS, Lead Generation, Enterprise Software, Analytics, Global Business..., Sales Presentations, Strategic Planning, Leadership, Small Business, Program Management, Executive Management, Sales Management, Financial Services, Business Strategy, Financial Advisory, IT Strategy, Wealth Management, Mutual Funds, Business Development, Start-ups, New Business Development, Strategy, Team Building
Education
Kansas State University 1999 — 2003
B.A., Financial Management and Services
Wharton School, University of Pennsylvania 2003 — 2004
Business, NFL Sponsored Entrepreneurship Program-
University of Missouri-Kansas City 2006 — 2006
Banking, Entrepreneurship
Western Hills High School 1996 — 1999
HS Diploma
FW Country Day School 1993 — 1996
Jim Masco's Merrill Lynch Experience August 2000 - May 2010
Job Director Merrill Edge Sales Delivery & Program Management
Industry Financial Services
Experience
Merrill Edge May 2010 - Present
Merrill Lynch August 2000 - May 2010
Summit Bank May 1996 - August 2000
Summit Bank August 1991 - May 1996
PNC Bank May 1989 - August 1991
Skills
Banking, Business Development, Change Management
Education
Kean University 1997 — 2000
Masters of Science, Management Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
BA, Economics
Merrill Edge May 2010 - Present
Merrill Lynch August 2000 - May 2010
Summit Bank May 1996 - August 2000
Summit Bank August 1991 - May 1996
PNC Bank May 1989 - August 1991
Skills
Banking, Business Development, Change Management
Education
Kean University 1997 — 2000
Masters of Science, Management Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
BA, Economics
Norma R. Henry's Merrill Lynch Experience September 1977 - 1998
Job Founder and CEO
Industry Information Technology and Services
Experience
STEAMd Inc. December 2013 - Present
Gold's Gym December 2013 - Present
Girls in Technology July 2013 - Present
APR Consulting, Inc. April 2013 - April 2014
Verizon 1998 - 2013
Merrill Lynch September 1977 - 1998
Skills
Program Management, Cross-functional Team..., Strategy, Business Analysis, Project Management, Leadership, Telecommunications, Management, Requirements Analysis, SDLC, Vendor Management, PMO, Training, Change Management, Team Leadership, Integration, Team Building, Process Improvement, Enterprise Software, Scrum, Cultural Diversity, Analysis, Visio, Software Project..., Project Portfolio..., Business Process..., Diversity, IT Strategy, Governance, PMP, Management Consulting, Business Intelligence, IT Management, ITIL, Globalization, Global Management, Business Process, Requirements Gathering, Outsourcing, SharePoint, Project Delivery, CRM, Certified Scrum Master, Consulting, Non-profit Leadership
Education
New York Institute of Technology-Old Westbury 1995 — 1997
MS, Instructional Technology
Kean University 1976 — 1981
Bachelor's Degree, Psychology and Management Science
STEAMd Inc. December 2013 - Present
Gold's Gym December 2013 - Present
Girls in Technology July 2013 - Present
APR Consulting, Inc. April 2013 - April 2014
Verizon 1998 - 2013
Merrill Lynch September 1977 - 1998
Skills
Program Management, Cross-functional Team..., Strategy, Business Analysis, Project Management, Leadership, Telecommunications, Management, Requirements Analysis, SDLC, Vendor Management, PMO, Training, Change Management, Team Leadership, Integration, Team Building, Process Improvement, Enterprise Software, Scrum, Cultural Diversity, Analysis, Visio, Software Project..., Project Portfolio..., Business Process..., Diversity, IT Strategy, Governance, PMP, Management Consulting, Business Intelligence, IT Management, ITIL, Globalization, Global Management, Business Process, Requirements Gathering, Outsourcing, SharePoint, Project Delivery, CRM, Certified Scrum Master, Consulting, Non-profit Leadership
Education
New York Institute of Technology-Old Westbury 1995 — 1997
MS, Instructional Technology
Kean University 1976 — 1981
Bachelor's Degree, Psychology and Management Science
Sunil Bekkam's Merrill Lynch Experience February 2008 - June 2009
Job Lead Informatica/Salesforce Developer at CenturyLink
Industry Telecommunications
Experience
CenturyLink June 2010 - Present
Liberty Mutual December 2009 - June 2010
Standard & Poor's September 2009 - December 2009
CTB McGraw Hill July 2009 - September 2009
Merrill Lynch February 2008 - June 2009
Johns Manville April 2007 - October 2007
ABN AMRO September 2006 - March 2007
General Electric Security 2006 - 2006
Venitt and Greaves 2003 - 2005
Quest Syscon Pvt. Ltd. 1999 - 2001
Skills
Informatica, Data Integration, ETL, Business Intelligence, Salesforce.com, SOA, Data Warehousing, Integration, Requirements Analysis, Siebel, Solution Architecture, Oracle, Business Objects, SSIS, SQL, Unix Shell Scripting, Data Migration, SDLC, Data Modeling, PL/SQL, Enterprise Architecture, Unix, Databases, Cloud Computing, Agile Methodologies, Requirements Gathering, Web Services, Business Analysis, Database Design, Software Project...
Education
Middlesex University 2001 — 2004
M.S
Karnatak University 1994 — 1999
B.E
CenturyLink June 2010 - Present
Liberty Mutual December 2009 - June 2010
Standard & Poor's September 2009 - December 2009
CTB McGraw Hill July 2009 - September 2009
Merrill Lynch February 2008 - June 2009
Johns Manville April 2007 - October 2007
ABN AMRO September 2006 - March 2007
General Electric Security 2006 - 2006
Venitt and Greaves 2003 - 2005
Quest Syscon Pvt. Ltd. 1999 - 2001
Skills
Informatica, Data Integration, ETL, Business Intelligence, Salesforce.com, SOA, Data Warehousing, Integration, Requirements Analysis, Siebel, Solution Architecture, Oracle, Business Objects, SSIS, SQL, Unix Shell Scripting, Data Migration, SDLC, Data Modeling, PL/SQL, Enterprise Architecture, Unix, Databases, Cloud Computing, Agile Methodologies, Requirements Gathering, Web Services, Business Analysis, Database Design, Software Project...
Education
Middlesex University 2001 — 2004
M.S
Karnatak University 1994 — 1999
B.E
Basavaraj Mannikeri's Merrill Lynch Experience February 2007 - October 2011
Job Senior Consultant at Merril Lynch
Industry Computer Software
Experience
DATA Inc.(UK) Ltd. September 2012 - Present
Merrill Lynch February 2007 - October 2011
AIM IT Solutions 2006 - 2007
Ness Global Services Inc 2000 - 2005
Click Commerce 2000 - 2001
Skills
SOA, SharePoint, SDLC, Software Development, Architectures, Agile Methodologies, XML, .NET, Business Analysis, Enterprise Architecture, Solution Architecture
Education
Karnatak University 1989 — 1993
Bachelor of Engineering (Electronics and Communication)
BK Gupta High School Ranebennur
BK Gupta High School Ranebennur
BK Gupta High School Ranebennur
DATA Inc.(UK) Ltd. September 2012 - Present
Merrill Lynch February 2007 - October 2011
AIM IT Solutions 2006 - 2007
Ness Global Services Inc 2000 - 2005
Click Commerce 2000 - 2001
Skills
SOA, SharePoint, SDLC, Software Development, Architectures, Agile Methodologies, XML, .NET, Business Analysis, Enterprise Architecture, Solution Architecture
Education
Karnatak University 1989 — 1993
Bachelor of Engineering (Electronics and Communication)
BK Gupta High School Ranebennur
BK Gupta High School Ranebennur
BK Gupta High School Ranebennur
Alex Epshinsky, CPA's Merrill Lynch Experience January 2006 - October 2007
Job Senior Accountant
Industry Accounting
Experience
Pernix Therapeutics July 2015 - Present
EisnerAmper LLP February 2011 - June 2015
Pzena Investment Management January 2008 - October 2008
Merrill Lynch January 2006 - October 2007
Skills
CPA, Internal Controls, GAAP, Auditing, US GAAP, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Tax Preparation, Payroll, Sarbanes-Oxley Act
Education
Kean University 2010 — 2010
MS, Accounting
Rutgers University-New Brunswick 2001 — 2005
Pernix Therapeutics July 2015 - Present
EisnerAmper LLP February 2011 - June 2015
Pzena Investment Management January 2008 - October 2008
Merrill Lynch January 2006 - October 2007
Skills
CPA, Internal Controls, GAAP, Auditing, US GAAP, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Tax Preparation, Payroll, Sarbanes-Oxley Act
Education
Kean University 2010 — 2010
MS, Accounting
Rutgers University-New Brunswick 2001 — 2005
Jeremy Chisamore's Merrill Lynch Experience May 2008 - February 2009
Job Business Development Manager at MAINGEAR Computers
Industry Information Technology and Services
Experience
MAINGEAR Computers September 2013 - Present
Barnes and Nobles October 2011 - September 2013
Chase August 2012 - October 2012
Self-Employed February 2009 - October 2011
Merrill Lynch May 2008 - February 2009
Garden State Securities December 2007 - May 2008
Skills
Finance, Investments, Portfolio Management, Equities, Risk Management, Mutual Funds, Wealth Management, Financial Planning, Securities, Asset Management, Leadership, Management
Education
Kean University 2005 — 2007
Bachelor's Degree, Management Science, 3.5 GPA Dean’s List Multiple Semesters
Union County College 2003 — 2005
Associate's Degree, Business Administration and Management, 3.8 GPA, President’s List Multiple Semesters
Scotch Plains - Fanwood High School 1999 — 2003
High School
North Surrey Secondary School 1998 — 1999
High School
MAINGEAR Computers September 2013 - Present
Barnes and Nobles October 2011 - September 2013
Chase August 2012 - October 2012
Self-Employed February 2009 - October 2011
Merrill Lynch May 2008 - February 2009
Garden State Securities December 2007 - May 2008
Skills
Finance, Investments, Portfolio Management, Equities, Risk Management, Mutual Funds, Wealth Management, Financial Planning, Securities, Asset Management, Leadership, Management
Education
Kean University 2005 — 2007
Bachelor's Degree, Management Science, 3.5 GPA Dean’s List Multiple Semesters
Union County College 2003 — 2005
Associate's Degree, Business Administration and Management, 3.8 GPA, President’s List Multiple Semesters
Scotch Plains - Fanwood High School 1999 — 2003
High School
North Surrey Secondary School 1998 — 1999
High School
Amarender Reddy Talla's Merrill Lynch Experience October 2008 - May 2012
Job Senior Datastage Developer at EmblemHealth
Industry Information Technology and Services
Experience
EmblemHealth July 2012 - Present
TEKsystems July 2012 - Present
Merrill Lynch October 2008 - May 2012
IBM 2007 - 2008
IBM - Citizens Bank 2007 - 2008
Skills
Data Warehousing, Datastage, Informatica, ETL, Data Integration, Data Warehouse..., Data Quality, DB2, Teradata, Business Intelligence, Oracle, Data Modeling, Erwin, SQL, Master Data Management, Microsoft SQL Server, Business Objects, Data Governance, SDLC, PL/SQL
Education
Kakatiya University
EmblemHealth July 2012 - Present
TEKsystems July 2012 - Present
Merrill Lynch October 2008 - May 2012
IBM 2007 - 2008
IBM - Citizens Bank 2007 - 2008
Skills
Data Warehousing, Datastage, Informatica, ETL, Data Integration, Data Warehouse..., Data Quality, DB2, Teradata, Business Intelligence, Oracle, Data Modeling, Erwin, SQL, Master Data Management, Microsoft SQL Server, Business Objects, Data Governance, SDLC, PL/SQL
Education
Kakatiya University
Robert Way's Merrill Lynch Experience 2006 - 2008
Job NJ Systems Engineer @ Pure Storage
Industry Information Technology and Services
Experience
Pure Storage October 2013 - Present
EMC June 2012 - October 2013
Dell February 2010 - June 2012
Glass House Technologies February 2009 - February 2010
UBS Investment Bank November 2008 - February 2009
Merrill Lynch 2006 - 2008
Resorts International 2005 - 2006
Prudential Financial 1998 - 2005
Skills
VMware Infrastructure, Thin, VDI, Virtualization, Disaster Recovery, Citrix, Application..., Data Center, VMware, Citrix Metaframe, Storage, Cloud Computing, vSphere, VMware ESX, Cluster, Security, IT Management, Business Continuity, Servers, Active Directory
Education
Kean University 1990 — 1995
Pure Storage October 2013 - Present
EMC June 2012 - October 2013
Dell February 2010 - June 2012
Glass House Technologies February 2009 - February 2010
UBS Investment Bank November 2008 - February 2009
Merrill Lynch 2006 - 2008
Resorts International 2005 - 2006
Prudential Financial 1998 - 2005
Skills
VMware Infrastructure, Thin, VDI, Virtualization, Disaster Recovery, Citrix, Application..., Data Center, VMware, Citrix Metaframe, Storage, Cloud Computing, vSphere, VMware ESX, Cluster, Security, IT Management, Business Continuity, Servers, Active Directory
Education
Kean University 1990 — 1995
Ravi Vaddepally's Merrill Lynch Experience May 1996 - July 2008
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Citi December 2011 - October 2013
Virtusa August 2009 - November 2011
Satyam July 2008 - July 2009
Merrill Lynch May 1996 - July 2008
BellCore October 1995 - May 1996
Skills
Software Development, SDLC, Management, Enterprise Architecture, Analysis, Software Project..., Leadership, Business Analysis, SOA, Vendor Management, Requirements Analysis, Solution Architecture, Integration, IT Management, Data Warehousing, .NET, Fixed Income, Equities
Education
Kansas State University 1992 — 1995
MS
JPMorgan Chase October 2013 - Present
Citi December 2011 - October 2013
Virtusa August 2009 - November 2011
Satyam July 2008 - July 2009
Merrill Lynch May 1996 - July 2008
BellCore October 1995 - May 1996
Skills
Software Development, SDLC, Management, Enterprise Architecture, Analysis, Software Project..., Leadership, Business Analysis, SOA, Vendor Management, Requirements Analysis, Solution Architecture, Integration, IT Management, Data Warehousing, .NET, Fixed Income, Equities
Education
Kansas State University 1992 — 1995
MS
Wendy Hazuka-Hancock's Merrill Lynch Experience September 1999 - November 2001
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Zuk's Delicious Delights, Inc. May 2004 - Present
Zuk's Delicious Delights, Inc May 2004 - Present
University of Kansas August 2003 - May 2004
University of Kansas May 2003 - May 2004
Merrill Lynch September 1999 - November 2001
Skills
Marketing, Sales, Marketing Strategy
Education
The University of Kansas 2001 — 2004
Master of Business Administration, Marketing
University of Kansas - Graduate School of Business 2001 — 2004
MBA, MBA
Kansas State University 1995 — 1998
B.S., Marketing and International Business
Kansas State University
Bachelor of Science, Marketing and International Business
Zuk's Delicious Delights, Inc. May 2004 - Present
Zuk's Delicious Delights, Inc May 2004 - Present
University of Kansas August 2003 - May 2004
University of Kansas May 2003 - May 2004
Merrill Lynch September 1999 - November 2001
Skills
Marketing, Sales, Marketing Strategy
Education
The University of Kansas 2001 — 2004
Master of Business Administration, Marketing
University of Kansas - Graduate School of Business 2001 — 2004
MBA, MBA
Kansas State University 1995 — 1998
B.S., Marketing and International Business
Kansas State University
Bachelor of Science, Marketing and International Business
Hanu Dondapati's Merrill Lynch Experience 2002 - 2005
Job A.V.P at Bank of America
Industry Computer Software
Experience
Bank of America October 2012 - Present
Bank of America 2005 - 2012
NetAxis bank 2005 - 2005
Merrill Lynch 2002 - 2005
1800flowers.com 1999 - 2000
Frontier systems 1999 - 2000
Education
Kakatiya University 1989 — 1993
bachelors, engineering
Bank of America October 2012 - Present
Bank of America 2005 - 2012
NetAxis bank 2005 - 2005
Merrill Lynch 2002 - 2005
1800flowers.com 1999 - 2000
Frontier systems 1999 - 2000
Education
Kakatiya University 1989 — 1993
bachelors, engineering
Kiyana Barnes's Merrill Lynch Experience December 2000 - September 2004
Job Associate Materials Analyst at Church & Dwight, Co., Inc.
Industry Consumer Goods
Experience
Church & Dwight, Co., Inc. October 2012 - Present
Record Access November 2008 - April 2010
SAFECO SURETY July 2008 - October 2008
Oakwood Worldwide November 2006 - July 2008
BRACCO DIAGNOSTICS, INC April 2005 - October 2006
Travelers Life & Annuity September 2004 - April 2005
Merrill Lynch December 2000 - September 2004
Skills
Lotus Notes, Travel Arrangements, Office Management, Customer Service, Process Scheduler, Budgets, Human Resources, Database Administration, Insurance, Wordperfect, Procurement, Training, Time Management, Inventory Management, Sales
Education
Kaplan University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
KAPLAN UNIVERSITY 2006 — 2008
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION, 3.49
Kaplan University 2006 — 2008
Associate of Science (A.S.), BUSINESS ADMINISTRATION / ACCOUNTING
Church & Dwight, Co., Inc. October 2012 - Present
Record Access November 2008 - April 2010
SAFECO SURETY July 2008 - October 2008
Oakwood Worldwide November 2006 - July 2008
BRACCO DIAGNOSTICS, INC April 2005 - October 2006
Travelers Life & Annuity September 2004 - April 2005
Merrill Lynch December 2000 - September 2004
Skills
Lotus Notes, Travel Arrangements, Office Management, Customer Service, Process Scheduler, Budgets, Human Resources, Database Administration, Insurance, Wordperfect, Procurement, Training, Time Management, Inventory Management, Sales
Education
Kaplan University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
KAPLAN UNIVERSITY 2006 — 2008
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION, 3.49
Kaplan University 2006 — 2008
Associate of Science (A.S.), BUSINESS ADMINISTRATION / ACCOUNTING
Al DeFurianni's Merrill Lynch Experience December 1985 - August 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock July 2010 - Present
Anthony's Trattoria December 2009 - July 2010
Bloomberg December 2008 - June 2009
Merrill Lynch December 1985 - August 2008
Cardell and Associates, Inc. 1981 - December 1985
Skills
Private Equity, Hedge Funds, Data Analysis, Financial Analysis, Partnership Taxation, Financial Reporting, Fund Administration, Accounting, Data Mining, Partnerships, Project Planning, CPA, MBA, Series 7, Series 24, Microsoft Excel, Microsoft Word, Access
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Professional Accounting
Kean University 1973 — 1978
BA, Applied Music
Hillside High School
BlackRock January 2015 - Present
BlackRock July 2010 - Present
Anthony's Trattoria December 2009 - July 2010
Bloomberg December 2008 - June 2009
Merrill Lynch December 1985 - August 2008
Cardell and Associates, Inc. 1981 - December 1985
Skills
Private Equity, Hedge Funds, Data Analysis, Financial Analysis, Partnership Taxation, Financial Reporting, Fund Administration, Accounting, Data Mining, Partnerships, Project Planning, CPA, MBA, Series 7, Series 24, Microsoft Excel, Microsoft Word, Access
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Professional Accounting
Kean University 1973 — 1978
BA, Applied Music
Hillside High School
Richard Orne's Merrill Lynch Experience July 1985 - November 2005
Job PRESIDENT at SITUATIONAL AWARENESS
Industry Information Technology and Services
Experience
SITUATIONAL AWARENESS January 2005 - Present
SITUATIONAL AWARENESS, LLC January 2005 - Present
SITUATIONAL AWARENESS, LLC January 2005 - Present
TD Ameritrade November 2007 - November 2011
TD Ameritrade November 2007 - November 2011
USAF/ NJANG 1984 - 2009
Merrill Lynch July 1985 - November 2005
Merrill Lynch July 1985 - November 2005
Skills
TEAM LEADERSHIP, LARGE GROUP MANAGEMENT, COMBAT LEADERSHIP
Education
Kean University 1972 — 1974
BA, PSYCHOLOGY
AIR UNIVERSITY OF THE USAF
AIR UNIVERSITY OF THE USAF, Senior, Advanced and Command Non-Commissioned Officer Academy
Kean College
BA, Psychology Major; Business Negotiations; Federal Law Enforcement
USAF Senior NCO Academy, Air University of the USAFAdvanced NCO Academy, Air University of the USAFCommand NCO Academy, Air University of the USAF
SITUATIONAL AWARENESS January 2005 - Present
SITUATIONAL AWARENESS, LLC January 2005 - Present
SITUATIONAL AWARENESS, LLC January 2005 - Present
TD Ameritrade November 2007 - November 2011
TD Ameritrade November 2007 - November 2011
USAF/ NJANG 1984 - 2009
Merrill Lynch July 1985 - November 2005
Merrill Lynch July 1985 - November 2005
Skills
TEAM LEADERSHIP, LARGE GROUP MANAGEMENT, COMBAT LEADERSHIP
Education
Kean University 1972 — 1974
BA, PSYCHOLOGY
AIR UNIVERSITY OF THE USAF
AIR UNIVERSITY OF THE USAF, Senior, Advanced and Command Non-Commissioned Officer Academy
Kean College
BA, Psychology Major; Business Negotiations; Federal Law Enforcement
USAF Senior NCO Academy, Air University of the USAFAdvanced NCO Academy, Air University of the USAFCommand NCO Academy, Air University of the USAF
Brooke Lahr's Merrill Lynch Experience March 1997 - August 2008
Job Executive Assistant
Industry Financial Services
Experience
Merrill Lynch March 1997 - August 2008
MERRILL LYNCH February 2002 - January 2008
Education
Katharine Gibbs School
Legal Secretarial Program
Ocean county community college
Merrill Lynch March 1997 - August 2008
MERRILL LYNCH February 2002 - January 2008
Education
Katharine Gibbs School
Legal Secretarial Program
Ocean county community college
Venkata (Murthy) Vadlamani's Merrill Lynch Experience November 2004 - March 2006
Job
Industry Financial Services
Experience
Gartner July 2013 - Present
SAC Capital January 2012 - July 2013
Morgan Stanley October 2009 - January 2012
Bank of America July 2009 - October 2009
SAC Capital Advisors March 2006 - April 2009
Merrill Lynch November 2004 - March 2006
Microsoft July 2003 - September 2004
Biralsoft 2001 - 2003
Delhi Stock Exchange 2000 - 2001
Skills
SSRS, Microsoft SQL Server, Replication, SSIS, Disaster Recovery, Performance Tuning, Powershell, Databases, Database Administration, SQL, Sybase, SQL Tuning, Oracle, Data Warehousing, SDLC, Business Intelligence, ITIL
Education
Kakatiya University 1990 — 1994
B.Tech, Civil
Satavahana College 1987 — 1989
Intermediate, Maths Physica Chemistry
Seventh Day Adventist High School 1980 — 1987
10th class
Gartner July 2013 - Present
SAC Capital January 2012 - July 2013
Morgan Stanley October 2009 - January 2012
Bank of America July 2009 - October 2009
SAC Capital Advisors March 2006 - April 2009
Merrill Lynch November 2004 - March 2006
Microsoft July 2003 - September 2004
Biralsoft 2001 - 2003
Delhi Stock Exchange 2000 - 2001
Skills
SSRS, Microsoft SQL Server, Replication, SSIS, Disaster Recovery, Performance Tuning, Powershell, Databases, Database Administration, SQL, Sybase, SQL Tuning, Oracle, Data Warehousing, SDLC, Business Intelligence, ITIL
Education
Kakatiya University 1990 — 1994
B.Tech, Civil
Satavahana College 1987 — 1989
Intermediate, Maths Physica Chemistry
Seventh Day Adventist High School 1980 — 1987
10th class
Jane Middleton's Merrill Lynch Experience June 1981 - September 1983
Job Business Development, The Millburn Corporation, (Alternative Investments)
Industry Financial Services
Experience
The Millburn Corporation 2010 - Present
CMIS January 1988 - January 2008
Paine Webber September 1983 - December 1987
Merrill Lynch June 1981 - September 1983
Continental Grain Company July 1980 - April 1981
Education
Kansas State University 1976 — 1980
Bachelor of Science, Feed Science
The Millburn Corporation 2010 - Present
CMIS January 1988 - January 2008
Paine Webber September 1983 - December 1987
Merrill Lynch June 1981 - September 1983
Continental Grain Company July 1980 - April 1981
Education
Kansas State University 1976 — 1980
Bachelor of Science, Feed Science
Heidi Riley's Merrill Lynch Experience September 1981 - May 2007
Job Service and Support Professional
Industry Executive Office
Experience
Freelance Office Services January 2015 - Present
Northern Ocean Habitat for Humanity June 2009 - May 2014
Aspen Air LLC June 2007 - March 2012
Merrill Lynch September 1981 - May 2007
Skills
Quickbooks 2010, Internet Research, Team Coordination, Event Management, Word, Excel, Customer Service, Microsoft Office, PowerPoint, Customer Relations, Research, Event Planning, Outlook, Team Building, Process Improvement, Writing, Banking, Quickbooks, Accounts Payable, Investments, Accounts Receivable, Time Management, Planning, Data Analysis, Non-profits, Management, Microsoft Excel, Nonprofits, Project Planning, Program Management, Strategic Planning, Leadership, Data Entry, Accounting, Access, Strategic Financial..., Supervisory Skills, Administration, Policy, Payroll, Administrative..., Office Management, Fundraising, Process Scheduler, Training, Spreadsheets, Public Speaking, Microsoft Word, Human Resources, Bookkeeping
Education
Kaplan University 2007 — 2011
Bachelor's Degree, Business Administration, 3.93
Rutgers University-New Brunswick 1976 — 1977
Neptune Senior High School
Freelance Office Services January 2015 - Present
Northern Ocean Habitat for Humanity June 2009 - May 2014
Aspen Air LLC June 2007 - March 2012
Merrill Lynch September 1981 - May 2007
Skills
Quickbooks 2010, Internet Research, Team Coordination, Event Management, Word, Excel, Customer Service, Microsoft Office, PowerPoint, Customer Relations, Research, Event Planning, Outlook, Team Building, Process Improvement, Writing, Banking, Quickbooks, Accounts Payable, Investments, Accounts Receivable, Time Management, Planning, Data Analysis, Non-profits, Management, Microsoft Excel, Nonprofits, Project Planning, Program Management, Strategic Planning, Leadership, Data Entry, Accounting, Access, Strategic Financial..., Supervisory Skills, Administration, Policy, Payroll, Administrative..., Office Management, Fundraising, Process Scheduler, Training, Spreadsheets, Public Speaking, Microsoft Word, Human Resources, Bookkeeping
Education
Kaplan University 2007 — 2011
Bachelor's Degree, Business Administration, 3.93
Rutgers University-New Brunswick 1976 — 1977
Neptune Senior High School
Sanjeev Bagalwadi's Merrill Lynch Experience November 2009 - March 2011
Job Sr.Consultant Business Intelligence and Analytics at Merck
Industry Computer Software
Experience
Merck January 2015 - Present
The Vanguard Group April 2011 - December 2014
Merrill Lynch November 2009 - March 2011
FirstEnergy May 2009 - September 2009
Vanguard October 2005 - October 2008
Skills
Business Intelligence, Oracle, SDLC, Business Analysis, ERP, Software Project..., Cognos, SSRS, Agile Methodologies, Analytics, Dashboard, Software Development
Education
Osmania University 1995 — 1996
PGDM, International Marketing Management
Karnatak University 1986 — 1990
BE, ECE
Merck January 2015 - Present
The Vanguard Group April 2011 - December 2014
Merrill Lynch November 2009 - March 2011
FirstEnergy May 2009 - September 2009
Vanguard October 2005 - October 2008
Skills
Business Intelligence, Oracle, SDLC, Business Analysis, ERP, Software Project..., Cognos, SSRS, Agile Methodologies, Analytics, Dashboard, Software Development
Education
Osmania University 1995 — 1996
PGDM, International Marketing Management
Karnatak University 1986 — 1990
BE, ECE
Cody Tellis JD, Llm,MFP,CITI,CAMC, CRA, RFC's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2015 - Present
Fifth Third Bank January 2012 - October 2014
BB&T March 2008 - January 2012
Certified inspection services January 2000 - January 2007
Skills
International Tax, Estate Planning, Financial Planning, Insurance, IRA's, Wealth Management, Retirement Planning, Wealth, Trust Services, IRAs, Trusts, Wealth Management..., Strategic Financial..., Finance, High Net Worth..., Portfolio Management, Asset Protection
Education
Kaplan University
CFP, Financial planning
Thomas Jefferson School of Law
Llm, Tax law
Trinity international school of law
JD, Law
Merrill Lynch May 2015 - Present
Fifth Third Bank January 2012 - October 2014
BB&T March 2008 - January 2012
Certified inspection services January 2000 - January 2007
Skills
International Tax, Estate Planning, Financial Planning, Insurance, IRA's, Wealth Management, Retirement Planning, Wealth, Trust Services, IRAs, Trusts, Wealth Management..., Strategic Financial..., Finance, High Net Worth..., Portfolio Management, Asset Protection
Education
Kaplan University
CFP, Financial planning
Thomas Jefferson School of Law
Llm, Tax law
Trinity international school of law
JD, Law
Derek Wilkes's Merrill Lynch Experience June 2015 - Present
Job Administrative Manager Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Williams Financial Group 2014 - June 2015
Williams Financial Group March 2010 - January 2014
1st Global January 2008 - March 2010
Northwestern Mutual 2005 - 2005
Skills
Series 7, Series 66, Series 24, Securities, Options, Equities, ETFs, Margin Analysis, Mutual Funds, Insurance, Customer Relations, Risk Management, Investments, Retirement Planning, Trading, Finance, Investment Advisory, FINRA, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Kansas State University 2003 — 2007
Finance, Economics
Merrill Lynch June 2015 - Present
Williams Financial Group 2014 - June 2015
Williams Financial Group March 2010 - January 2014
1st Global January 2008 - March 2010
Northwestern Mutual 2005 - 2005
Skills
Series 7, Series 66, Series 24, Securities, Options, Equities, ETFs, Margin Analysis, Mutual Funds, Insurance, Customer Relations, Risk Management, Investments, Retirement Planning, Trading, Finance, Investment Advisory, FINRA, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Kansas State University 2003 — 2007
Finance, Economics
Patricia Fulcinelli's Merrill Lynch Experience April 1973 - November 2000
Job Experienced Executive Assistant
Industry Financial Services
Experience
Express Employment Professionals May 2008 - Present
Merrill Lynch April 1973 - November 2000
Skills
Executive Search, Talent Acquisition, Contract Recruitment, Temporary Staffing, Recruitment Advertising, Technical Recruiting, Screening Resumes
Education
Katharine Gibbs School 1970 — 1972
Associate Degree, Liberal Arts Secretarial
Our Lady of Perpetual Help High School 1966 — 1970
Express Employment Professionals May 2008 - Present
Merrill Lynch April 1973 - November 2000
Skills
Executive Search, Talent Acquisition, Contract Recruitment, Temporary Staffing, Recruitment Advertising, Technical Recruiting, Screening Resumes
Education
Katharine Gibbs School 1970 — 1972
Associate Degree, Liberal Arts Secretarial
Our Lady of Perpetual Help High School 1966 — 1970
Jay (Vijay) Reddy (Adireddy)'s Merrill Lynch Experience May 2001 - July 2007
Job Vice President at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon June 2011 - Present
Bank of America November 2009 - January 2011
Almac Clinical Technologies May 2009 - November 2009
Tek Systems March 2008 - November 2009
ETS 2007 - 2009
Merrill Lynch May 2001 - July 2007
Merrill Lynch Investment Managers December 2000 - April 2001
Millennium Infotech 1998 - 2000
Skills
Business Analysis, Microsoft SQL Server, Enterprise Architecture, Cloud Computing, Data Warehousing, Databases, IT Strategy, Oracle, PL/SQL, SQL, Software Project..., Solution Architecture
Education
Karnatak University
St Ann's High School, Rjy
High shool
BNY Mellon June 2011 - Present
Bank of America November 2009 - January 2011
Almac Clinical Technologies May 2009 - November 2009
Tek Systems March 2008 - November 2009
ETS 2007 - 2009
Merrill Lynch May 2001 - July 2007
Merrill Lynch Investment Managers December 2000 - April 2001
Millennium Infotech 1998 - 2000
Skills
Business Analysis, Microsoft SQL Server, Enterprise Architecture, Cloud Computing, Data Warehousing, Databases, IT Strategy, Oracle, PL/SQL, SQL, Software Project..., Solution Architecture
Education
Karnatak University
St Ann's High School, Rjy
High shool
Holly Swafford's Merrill Lynch Experience 1997 - 2002
Job Senior Manager at Western Union Financial Services
Industry Legal Services
Experience
Western Union May 2002 - Present
Merrill Lynch 1997 - 2002
Land Title 1992 - 1997
Skills
AML, Analysis, Anti Money Laundering, Bank Secrecy Act, Legal Compliance
Education
Kapiolani Community College 1989 — 1991
AA, Paralegal Certificate
University of Hawai'i at Manoa - William S. Richardson School of Law 1987 — 1988
University of Hawaii at Manoa 1983 — 1986
Bachelor of Arts, Political Science
Punahou School 1979 — 1983
Western Union May 2002 - Present
Merrill Lynch 1997 - 2002
Land Title 1992 - 1997
Skills
AML, Analysis, Anti Money Laundering, Bank Secrecy Act, Legal Compliance
Education
Kapiolani Community College 1989 — 1991
AA, Paralegal Certificate
University of Hawai'i at Manoa - William S. Richardson School of Law 1987 — 1988
University of Hawaii at Manoa 1983 — 1986
Bachelor of Arts, Political Science
Punahou School 1979 — 1983
Naidu Gandham's Merrill Lynch Experience 1995 - 1996
Job Manager, Production Engineering at WebMD
Industry Information Technology and Services
Experience
WebMD May 2015 - Present
WebMD March 2014 - May 2015
Bookish.com September 2013 - February 2014
ZSL Inc April 2010 - September 2013
CMI February 1999 - November 2009
Configuration Management, Inc. February 1999 - November 2009
Alcatel-Lucent 1999 - 2009
Bell Labs Lucent Technologies 1997 - 2009
Merrill Lynch 1995 - 1996
Skills
Unix, Data Center, TCP/IP, System Administration, SDLC, Perl, Software Project..., Agile Methodologies, Software Development, Linux, Cloud Computing, SQL, Solaris, Java, Requirements Analysis, Enterprise Architecture, VMware, SOA, Telecommunications, HP-UX, Integration, Testing, Shell Scripting, Databases, Software Engineering, Subversion, XML, Oracle, ITIL, Microsoft SQL Server, Solution Architecture, Unix Shell Scripting, Java Enterprise Edition, Virtualization, Web Services, Enterprise Software, Data Warehousing
Education
Villanova University 1986 — 1988
MS, Computer Science
Kakatiya University 1982 — 1986
BTech, Mechanical Engineering
St. Joseph's School, Rudrampur, Kothagudem 1975 — 1980
WebMD May 2015 - Present
WebMD March 2014 - May 2015
Bookish.com September 2013 - February 2014
ZSL Inc April 2010 - September 2013
CMI February 1999 - November 2009
Configuration Management, Inc. February 1999 - November 2009
Alcatel-Lucent 1999 - 2009
Bell Labs Lucent Technologies 1997 - 2009
Merrill Lynch 1995 - 1996
Skills
Unix, Data Center, TCP/IP, System Administration, SDLC, Perl, Software Project..., Agile Methodologies, Software Development, Linux, Cloud Computing, SQL, Solaris, Java, Requirements Analysis, Enterprise Architecture, VMware, SOA, Telecommunications, HP-UX, Integration, Testing, Shell Scripting, Databases, Software Engineering, Subversion, XML, Oracle, ITIL, Microsoft SQL Server, Solution Architecture, Unix Shell Scripting, Java Enterprise Edition, Virtualization, Web Services, Enterprise Software, Data Warehousing
Education
Villanova University 1986 — 1988
MS, Computer Science
Kakatiya University 1982 — 1986
BTech, Mechanical Engineering
St. Joseph's School, Rudrampur, Kothagudem 1975 — 1980
Neve George's Merrill Lynch Experience June 1998 - December 2008
Job Financial Consultant at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2009 - Present
Merrill Lynch June 1998 - December 2008
Education
Kean University 1991 — 1998
BA, Psychology and Public Administration
Mutual of Omaha August 2009 - Present
Merrill Lynch June 1998 - December 2008
Education
Kean University 1991 — 1998
BA, Psychology and Public Administration
Abiola Majekodunmi (abemort@aol.com)'s Merrill Lynch Experience January 1996 - January 1997
Job Senior level Risk Management / Financial Leadership / Global Finance Operations / Entrepreneurial
Industry Financial Services
Experience
United Mortgage Corp. 2014 - 2014
Payless Mortgage Corporation January 2008 - August 2012
Abemort Inc January 2001 - January 2008
Payless Mortgage Corporation January 1999 - January 2001
Chatham Savings Bank January 1997 - January 1999
Merrill Lynch January 1996 - January 1997
Skills
SAP FI/CO, CERTIFICATION, Accountability, Pricing, Forecasting, Team Building, Credit Risk, Credit, Underwriting, Banking, Loans, Financial Analysis, Mortgage Lending, Risk Management, Business Planning, Real Estate, Mortgage Banking, Competitive Analysis, Finance, Residential Mortgages, Loan Origination, Leadership, Management, Financial Modeling, Start-ups, Credit Analysis, Process Improvement, Business Strategy, Budgets, Strategic Planning, New Business Development
Education
Rutgers University 2008 — 2009
MBA mini, Finance Essential
Kean University 1997 — 1999
Bachelor of Science, Management Science/ Finance
Union County College 1995 — 1997
Associate, Art; Business Administration
United Mortgage Corp. 2014 - 2014
Payless Mortgage Corporation January 2008 - August 2012
Abemort Inc January 2001 - January 2008
Payless Mortgage Corporation January 1999 - January 2001
Chatham Savings Bank January 1997 - January 1999
Merrill Lynch January 1996 - January 1997
Skills
SAP FI/CO, CERTIFICATION, Accountability, Pricing, Forecasting, Team Building, Credit Risk, Credit, Underwriting, Banking, Loans, Financial Analysis, Mortgage Lending, Risk Management, Business Planning, Real Estate, Mortgage Banking, Competitive Analysis, Finance, Residential Mortgages, Loan Origination, Leadership, Management, Financial Modeling, Start-ups, Credit Analysis, Process Improvement, Business Strategy, Budgets, Strategic Planning, New Business Development
Education
Rutgers University 2008 — 2009
MBA mini, Finance Essential
Kean University 1997 — 1999
Bachelor of Science, Management Science/ Finance
Union County College 1995 — 1997
Associate, Art; Business Administration
Carrie Gilhousen's Merrill Lynch Experience June 2013 - October 2014
Job Executive Assistant at Kompass Kapital
Industry Financial Services
Experience
Kompass Kapital February 2015 - Present
Cramer Capital Management LLC November 2014 - February 2015
Merrill Lynch June 2013 - October 2014
Skills
Account Management, Advertising, Customer Service, Fashion, Leadership, Marketing, Microsoft Excel, Sales, Sales Management, Social Media, Social Media Marketing
Education
Kansas State University 1991 — 1997
Kompass Kapital February 2015 - Present
Cramer Capital Management LLC November 2014 - February 2015
Merrill Lynch June 2013 - October 2014
Skills
Account Management, Advertising, Customer Service, Fashion, Leadership, Marketing, Microsoft Excel, Sales, Sales Management, Social Media, Social Media Marketing
Education
Kansas State University 1991 — 1997
Doug Zack's Merrill Lynch Experience May 1996 - August 2013
Job Executive Vice President at D. B. French & Company Investments
Industry Financial Services
Experience
D. B. French & Company, LLC August 2013 - Present
Merrill Lynch May 1996 - August 2013
Olde Discount February 1993 - May 1996
Bloomfield Hills Schools September 1986 - January 1993
Education
Central Michigan University 1982 — 1986
Bachelor of Arts (BA), English and Theatre with Teaching Certification
Kalamazoo College 1980 — 1981
D. B. French & Company, LLC August 2013 - Present
Merrill Lynch May 1996 - August 2013
Olde Discount February 1993 - May 1996
Bloomfield Hills Schools September 1986 - January 1993
Education
Central Michigan University 1982 — 1986
Bachelor of Arts (BA), English and Theatre with Teaching Certification
Kalamazoo College 1980 — 1981
Rajendra Prasad, Vuthaluru, PMP's Merrill Lynch Experience May 2011 - December 2012
Job Project Manager/Lead CDI/IBM (Express Scripts) Information Technology and Services Professional
Industry Information Technology and Services
Experience
CDI Corporation January 2013 - October 2013
Merrill Lynch May 2011 - December 2012
UBS June 2010 - March 2011
The Vanguard Group January 2010 - June 2010
Merrill Lynch April 2009 - November 2009
Verizon Wireless September 2007 - May 2009
Skills
COBOL,DB2,CICS,VSAM,JCL,..., Investment Banking, Project Management, Healthcare, Telecom, Wireless, Strategy, SDLC, Business Analysis, Data Migration, SQL, IT Strategy, Requirements Analysis, Visio, Requirements Gathering, Management, Business Development, Analysis, Software Project..., Vendor Management, Oracle, PMO, Software Documentation, Team Management
Education
Kakatiya University 1987 — 1989
MBA, MIS/Marketing
CDI Corporation January 2013 - October 2013
Merrill Lynch May 2011 - December 2012
UBS June 2010 - March 2011
The Vanguard Group January 2010 - June 2010
Merrill Lynch April 2009 - November 2009
Verizon Wireless September 2007 - May 2009
Skills
COBOL,DB2,CICS,VSAM,JCL,..., Investment Banking, Project Management, Healthcare, Telecom, Wireless, Strategy, SDLC, Business Analysis, Data Migration, SQL, IT Strategy, Requirements Analysis, Visio, Requirements Gathering, Management, Business Development, Analysis, Software Project..., Vendor Management, Oracle, PMO, Software Documentation, Team Management
Education
Kakatiya University 1987 — 1989
MBA, MIS/Marketing
Adam Lowen's Merrill Lynch Experience January 2012 - September 2013
Job Assistant Vice President, Estate Tax Specialist at Comerica Bank
Industry Law Practice
Experience
Comerica Bank November 2014 - Present
Adam Lowen, Attorney & Counselor at Law, PLLC August 2013 - October 2014
Merrill Lynch January 2012 - September 2013
Quicken Loans December 2009 - May 2011
Smith Barney (Citigroup) April 2000 - December 2005
Skills
Estate Planning, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Trusts, Wills, IRAs, Estate Administration
Education
University of Toledo College of Law 2006 — 2009
J.D., cum laude
University of Oregon 1999 — 2002
B.A., History
Kansas State University 1997 — 1999
Major: Music Education
Comerica Bank November 2014 - Present
Adam Lowen, Attorney & Counselor at Law, PLLC August 2013 - October 2014
Merrill Lynch January 2012 - September 2013
Quicken Loans December 2009 - May 2011
Smith Barney (Citigroup) April 2000 - December 2005
Skills
Estate Planning, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Trusts, Wills, IRAs, Estate Administration
Education
University of Toledo College of Law 2006 — 2009
J.D., cum laude
University of Oregon 1999 — 2002
B.A., History
Kansas State University 1997 — 1999
Major: Music Education
Kimberly Treiber's Merrill Lynch Experience September 2005 - December 2010
Job Loan Processor
Industry Financial Services
Experience
Roma Bank/ Investors Bank December 2010 - Present
Merrill Lynch September 2005 - December 2010
Sovereign Bank January 2000 - September 2005
Skills
Credit, Banking, Consumer Lending, Loans, Investments, Fixed Income, Refinance, Microsoft Excel, Commercial Lending, Wealth Management, Commercial Mortgages, Credit Risk, Mortgage Banking, Mutual Funds, Residential Mortgages, Credit Analysis, Customer Service, Mortgage Lending, Loan Origination, Financial Modeling, Commercial Banking, Equities, Series 7, Portfolio Management, Small Business Lending, FHA, Underwriting, Branch Management, Financial Analysis, Retail Banking, Cash Management, Finance, Financial Risk, Financial Services, Lines Of Credit, Capital Markets, Risk Management
Education
Mercer County Community College 2001 — 2003
Associates, General Business
Kaplan University
Business Administration and Management, General
Roma Bank/ Investors Bank December 2010 - Present
Merrill Lynch September 2005 - December 2010
Sovereign Bank January 2000 - September 2005
Skills
Credit, Banking, Consumer Lending, Loans, Investments, Fixed Income, Refinance, Microsoft Excel, Commercial Lending, Wealth Management, Commercial Mortgages, Credit Risk, Mortgage Banking, Mutual Funds, Residential Mortgages, Credit Analysis, Customer Service, Mortgage Lending, Loan Origination, Financial Modeling, Commercial Banking, Equities, Series 7, Portfolio Management, Small Business Lending, FHA, Underwriting, Branch Management, Financial Analysis, Retail Banking, Cash Management, Finance, Financial Risk, Financial Services, Lines Of Credit, Capital Markets, Risk Management
Education
Mercer County Community College 2001 — 2003
Associates, General Business
Kaplan University
Business Administration and Management, General
Matthew Ulman's Merrill Lynch Experience October 2011 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch May 2011 - September 2011
Bank of America Merrill Lynch & Co March 2010 - May 2011
Merrill Lynch & Co July 2009 - February 2010
Global Emerging Markets June 2007 - July 2009
Merrill Lynch December 2006 - June 2007
Verizon Wireless January 2006 - December 2006
Skills
Excel, SQL, Access, Fixed Income, Derivatives, Banking, Analysis, Middle Office, FX Options, Finance, Trading, Visio, Options, Settlement, Project Management, Back Office, Bonds, Securities, Capital Markets, Microsoft Excel
Education
Villanova University 2009 — 2009
Project Management
Kean University
Bachelor of Business Administration (B.B.A.), Business Administration
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch May 2011 - September 2011
Bank of America Merrill Lynch & Co March 2010 - May 2011
Merrill Lynch & Co July 2009 - February 2010
Global Emerging Markets June 2007 - July 2009
Merrill Lynch December 2006 - June 2007
Verizon Wireless January 2006 - December 2006
Skills
Excel, SQL, Access, Fixed Income, Derivatives, Banking, Analysis, Middle Office, FX Options, Finance, Trading, Visio, Options, Settlement, Project Management, Back Office, Bonds, Securities, Capital Markets, Microsoft Excel
Education
Villanova University 2009 — 2009
Project Management
Kean University
Bachelor of Business Administration (B.B.A.), Business Administration
John H. Crawford's Merrill Lynch Experience 2007 - 2009
Job Manufacturer Representative at Lakeside Healthcare Inc
Industry Professional Training & Coaching
Experience
Lakeside Healthcare Inc April 2015 - Present
Edward Jones February 2011 - December 2014
Liberty Mutual Insurance 2010 - 2011
Merrill Lynch 2007 - 2009
FedEx Services 2004 - 2007
Reliable Life Insurance 2001 - 2003
Skills
Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Insurance, Wealth Management, Finance, Estate Planning, Financial Planning, Portfolio Management, Strategic Financial..., Securities, Pensions, Series 7, IRAs, Alternative Investments, Territory Account..., Sales Management, Business Strategy, New Business Development, Contract Negotiation, Cold Calling, Strategic Planning, Customer Retention, Thrive in..., B2B Marketing Strategy, Public Relations, Sales Presentations, Product Knowledge, Customer Qualification, Client Liason, Competitive Marketing..., B2C Marketing, Team Building
Education
National Association of Medical Sales Representative 2014 — 2015
Medical Device
Kansas State University
Bachelor of Science (BS), Journalism/Mass Communication
Lakeside Healthcare Inc April 2015 - Present
Edward Jones February 2011 - December 2014
Liberty Mutual Insurance 2010 - 2011
Merrill Lynch 2007 - 2009
FedEx Services 2004 - 2007
Reliable Life Insurance 2001 - 2003
Skills
Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Insurance, Wealth Management, Finance, Estate Planning, Financial Planning, Portfolio Management, Strategic Financial..., Securities, Pensions, Series 7, IRAs, Alternative Investments, Territory Account..., Sales Management, Business Strategy, New Business Development, Contract Negotiation, Cold Calling, Strategic Planning, Customer Retention, Thrive in..., B2B Marketing Strategy, Public Relations, Sales Presentations, Product Knowledge, Customer Qualification, Client Liason, Competitive Marketing..., B2C Marketing, Team Building
Education
National Association of Medical Sales Representative 2014 — 2015
Medical Device
Kansas State University
Bachelor of Science (BS), Journalism/Mass Communication
Abdul Ishaque's Merrill Lynch Experience October 1995 - July 2001
Job System Analyst at Atlantic Health
Industry Hospital & Health Care
Experience
Atlantic Health May 2007 - Present
Ernst & Young LLP April 2001 - May 2007
Merrill Lynch October 1995 - July 2001
Skills
Healthcare, Healthcare Information..., EHR, EMR, Software Documentation
Education
Kean University 1988 — 1993
B.S. Information System Computer Science, B.S. Information System Computer Science
Global Knowledge
Atlantic Health May 2007 - Present
Ernst & Young LLP April 2001 - May 2007
Merrill Lynch October 1995 - July 2001
Skills
Healthcare, Healthcare Information..., EHR, EMR, Software Documentation
Education
Kean University 1988 — 1993
B.S. Information System Computer Science, B.S. Information System Computer Science
Global Knowledge
JuRee Presco's Merrill Lynch Experience February 2012 - August 2012
Job Distributions Specialist/Audit/Risk Analyst of Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - August 2012
Bank of America Merrill Lynch September 2006 - January 2012
Education
Kaplan University-Davenport Campus 2009 — 2011
Bachelor of Science (BS), Health/Health Care Administration/Management
Lindsey Wilson College 1998 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch February 2012 - August 2012
Bank of America Merrill Lynch September 2006 - January 2012
Education
Kaplan University-Davenport Campus 2009 — 2011
Bachelor of Science (BS), Health/Health Care Administration/Management
Lindsey Wilson College 1998 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Kristy Patmore's Merrill Lynch Experience 1994 - December 2001
Job Secretary at Freehold Township Board of Ed
Industry Primary/Secondary Education
Experience
Freehold Township Board of Ed 2002 - Present
Merrill Lynch 1994 - December 2001
Princeton Bank & Trust 1991 - 1994
Merrill Lynch 1988 - 1991
Education
Katherine Gibbs School
Freehold Township Board of Ed 2002 - Present
Merrill Lynch 1994 - December 2001
Princeton Bank & Trust 1991 - 1994
Merrill Lynch 1988 - 1991
Education
Katherine Gibbs School
Brian Eller's Merrill Lynch Experience June 2015 - August 2015
Job Student at Kansas State University,
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Dish Network May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Time Management, Access, Outlook, Analysis, Management
Education
Kansas State University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Regis Jesuit High School 2007 — 2011
Merrill Lynch June 2015 - August 2015
Dish Network May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Time Management, Access, Outlook, Analysis, Management
Education
Kansas State University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Regis Jesuit High School 2007 — 2011
Jeff VanderStraaten's Merrill Lynch Experience 1999 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1999 - Present
Education
Western Michigan University - Haworth College of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Western Michigan University 1995 — 1997
Bachelor's Degree, Finance, General
Kalamazoo Valley Community College 1993 — 1995
Associate's degree, General Studies
Merrill Lynch 1999 - Present
Education
Western Michigan University - Haworth College of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Western Michigan University 1995 — 1997
Bachelor's Degree, Finance, General
Kalamazoo Valley Community College 1993 — 1995
Associate's degree, General Studies
James D Lewelling's Merrill Lynch Experience January 1974 - May 1999
Job retired at Retired and enjoying life
Industry Leisure, Travel & Tourism
Experience
Retired and enjoying life May 1999 - Present
Merrill Lynch January 1974 - May 1999
Div of Excello Corp November 1968 - December 1973
Education
Kansas State University 1955 — 1961
Electrical Engineering
Delia High School 1951 — 1955
Retired and enjoying life May 1999 - Present
Merrill Lynch January 1974 - May 1999
Div of Excello Corp November 1968 - December 1973
Education
Kansas State University 1955 — 1961
Electrical Engineering
Delia High School 1951 — 1955
Venkat Mahakala's Merrill Lynch Experience November 2005 - December 2006
Job Software Lead | Architect at Annalect
Industry Information Technology and Services
Experience
Annalect March 2015 - Present
Headstrong December 2006 - March 2015
Morgan Stanley Smith Barney December 2006 - March 2015
Merrill Lynch November 2005 - December 2006
HD Vest August 2005 - October 2005
Verizon August 2004 - August 2005
Verizon May 2003 - August 2004
Education
The University of Texas at Dallas
Master's degree, Computer Science, 4.0
Kakatiya University
Bachelor's degree, Computer Science, 4.0
Annalect March 2015 - Present
Headstrong December 2006 - March 2015
Morgan Stanley Smith Barney December 2006 - March 2015
Merrill Lynch November 2005 - December 2006
HD Vest August 2005 - October 2005
Verizon August 2004 - August 2005
Verizon May 2003 - August 2004
Education
The University of Texas at Dallas
Master's degree, Computer Science, 4.0
Kakatiya University
Bachelor's degree, Computer Science, 4.0
Kasinath Vemulapalli's Merrill Lynch Experience February 2001 - December 2008
Job Director, Risk and Capital Technology at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America January 2009 - Present
Merrill Lynch February 2001 - December 2008
Spectrum Technologies LLC January 1999 - February 2001
Merrill Lynch September 1995 - January 1999
Skills
Technology Management, Financial Services, Capital Markets, Enterprise Risk and..., Wealth Management, Managed Accounts, Telecommunications, Basel II and III, Enterprise Architecture, Fixed Income, Derivatives, Enterprise Software, Finance, Business Analysis
Education
Kansas State University 1989 — 1991
MS, Computer Science
Osmania University 1986 — 1988
Master of Technology (M.Tech.), Computer Science
Nirmala High School
Bank of America January 2009 - Present
Merrill Lynch February 2001 - December 2008
Spectrum Technologies LLC January 1999 - February 2001
Merrill Lynch September 1995 - January 1999
Skills
Technology Management, Financial Services, Capital Markets, Enterprise Risk and..., Wealth Management, Managed Accounts, Telecommunications, Basel II and III, Enterprise Architecture, Fixed Income, Derivatives, Enterprise Software, Finance, Business Analysis
Education
Kansas State University 1989 — 1991
MS, Computer Science
Osmania University 1986 — 1988
Master of Technology (M.Tech.), Computer Science
Nirmala High School
Gigi Desmond's Merrill Lynch Experience February 2000 - March 2008
Job Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors Registered Client AssociateWells Fargo Advisors, LLC.March 2011 - Present
Wells Fargo Advisors, LLC March 2011 - Present
Merrill Lynch February 2000 - March 2008
Dunn & Piacintini, LLC. February 1996 - January 1999
Education
Katherine Gibbs School 2008 — 2010
Associate of Arts (A.A.), GRAPHIC DESIGN
grammar school
grammar school
Wells Fargo Advisors Registered Client AssociateWells Fargo Advisors, LLC.March 2011 - Present
Wells Fargo Advisors, LLC March 2011 - Present
Merrill Lynch February 2000 - March 2008
Dunn & Piacintini, LLC. February 1996 - January 1999
Education
Katherine Gibbs School 2008 — 2010
Associate of Arts (A.A.), GRAPHIC DESIGN
grammar school
grammar school
JANET DEBRAH-POKU's Merrill Lynch Experience September 2013 - Present
Job Client Advisor at Merrill Lynch
Industry Biotechnology
Experience
Merrill Lynch September 2013 - Present
Comforce 2011 - August 2013
The Arc of Union County March 2010 - August 2012
Calltech Communications LLc June 2005 - August 2007
Skills
Excellent organization,..., Established..., Fluent in English,..., Microsoft applications:..., Healthcare, Accounting, QuickBooks, Mergers & Acquisitions, Financial Statements, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Recruiting, Leadership, Management, Outlook, Employee Benefits, Coaching, Public Speaking, Human Resources, Interviews
Education
Kaplan University 2012 — 2014
Master of Public Health (M.P.H.), Public Health
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Bachelor's degree, Biology/Biological Sciences, General, FRENCH
Merrill Lynch September 2013 - Present
Comforce 2011 - August 2013
The Arc of Union County March 2010 - August 2012
Calltech Communications LLc June 2005 - August 2007
Skills
Excellent organization,..., Established..., Fluent in English,..., Microsoft applications:..., Healthcare, Accounting, QuickBooks, Mergers & Acquisitions, Financial Statements, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Recruiting, Leadership, Management, Outlook, Employee Benefits, Coaching, Public Speaking, Human Resources, Interviews
Education
Kaplan University 2012 — 2014
Master of Public Health (M.P.H.), Public Health
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Bachelor's degree, Biology/Biological Sciences, General, FRENCH
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank