Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
James Stickle James Stickle's Merrill Lynch Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Planet Fitness February 2012 - May 2012
FedEx Ground 2012 - 2012
Education
Villanova University School of Law 2011 — 2012
Kutztown University of Pennsylvania 2009 — 2011
Bachelor of Science (BS), Industrial and Organizational Psychology
Merrill Lynch 2012 - Present
Planet Fitness February 2012 - May 2012
FedEx Ground 2012 - 2012
Education
Villanova University School of Law 2011 — 2012
Kutztown University of Pennsylvania 2009 — 2011
Bachelor of Science (BS), Industrial and Organizational Psychology
Abdiel Tirado Abdiel Tirado's Merrill Lynch Experience June 2012 - August 2012
Job Graduate from State University of New York at Stony Brook
Industry Financial Services
Experience
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel
Education
State University of New York at Stony Brook 2010 — 2013
Bachelor of Science (BS), Economics
Kingsborough Community College 2008 — 2010
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel
Education
State University of New York at Stony Brook 2010 — 2013
Bachelor of Science (BS), Economics
Kingsborough Community College 2008 — 2010
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Bennett MacInnis Bennett MacInnis's Merrill Lynch Experience May 2001 - December 2001
Job Managing Partner at Aon Gusa Business Solutions Limited
Industry Financial Services
Experience
Aon Gusa Business Solutions Limited January 2013 - Present
Richardson GMP Limited May 2010 - January 2013
GMP Securities September 2009 - January 2013
Richardson Partners Financial Limited September 2006 - September 2009
Unisen Inc/Citigroup September 2002 - September 2006
Merrill Lynch May 2001 - December 2001
Merrill Lynch Investment Managers October 1999 - December 2001
Merrill Lynch Investment Managers, Canada September 1998 - October 1999
Atlas Asset Management ( Midland Walwyn) June 1996 - September 1998
Atlas Asset Management ( Midland Walwyn) August 1993 - June 1996
Skills
Operations Management, Information Technology, Financial Accounting, Business Strategy, Executive Management, Managerial Finance, Sales Management, Strategic Leadership, Change Management, Acquisition Integration, Technology Integration, Business Process..., Process Management, Portfolio Management, Investments, Financial Services, Management, CRM, Risk Management, Process Improvement, Mutual Funds, Strategic Financial..., Business Analysis, Wealth Management, Finance, Securities, Start-ups, Hedge Funds, Financial Planning
Education
The University of Western Ontario - King's University College 1982 — 1985
Bachelor of Science, Administrative & Commercial Studies
St Thomas Moore Catholic High School 1977 — 1981
Aon Gusa Business Solutions Limited January 2013 - Present
Richardson GMP Limited May 2010 - January 2013
GMP Securities September 2009 - January 2013
Richardson Partners Financial Limited September 2006 - September 2009
Unisen Inc/Citigroup September 2002 - September 2006
Merrill Lynch May 2001 - December 2001
Merrill Lynch Investment Managers October 1999 - December 2001
Merrill Lynch Investment Managers, Canada September 1998 - October 1999
Atlas Asset Management ( Midland Walwyn) June 1996 - September 1998
Atlas Asset Management ( Midland Walwyn) August 1993 - June 1996
Skills
Operations Management, Information Technology, Financial Accounting, Business Strategy, Executive Management, Managerial Finance, Sales Management, Strategic Leadership, Change Management, Acquisition Integration, Technology Integration, Business Process..., Process Management, Portfolio Management, Investments, Financial Services, Management, CRM, Risk Management, Process Improvement, Mutual Funds, Strategic Financial..., Business Analysis, Wealth Management, Finance, Securities, Start-ups, Hedge Funds, Financial Planning
Education
The University of Western Ontario - King's University College 1982 — 1985
Bachelor of Science, Administrative & Commercial Studies
St Thomas Moore Catholic High School 1977 — 1981
Christina Maloney Christina Maloney's Merrill Lynch Experience June 2004 - August 2004
Job Associate Customer Development Manager at Church & Dwight, Co., Inc.
Industry Consumer Goods
Experience
Church & Dwight, Co., Inc. February 2014 - Present
Church & Dwight, Co., Inc. January 2013 - February 2014
Church & Dwight, Co., Inc. October 2010 - January 2013
Church & Dwight, Co., Inc. January 2010 - October 2010
Church & Dwight, Co., Inc. April 2008 - January 2010
Drinker Biddle & Reath LLP July 2005 - April 2008
Merrill Lynch June 2004 - August 2004
Skills
Trade Marketing, Strategy, Consumer Products, Sales Operations, Leadership, Sales, Analysis, Training, Marketing Strategy, Sales Management
Education
La Salle University 2009 — 2012
MBA, Marketing
The Pennsylvania State University 2001 — 2005
Bachelor of Science, Finance
Council Rock North High School
Church & Dwight, Co., Inc. February 2014 - Present
Church & Dwight, Co., Inc. January 2013 - February 2014
Church & Dwight, Co., Inc. October 2010 - January 2013
Church & Dwight, Co., Inc. January 2010 - October 2010
Church & Dwight, Co., Inc. April 2008 - January 2010
Drinker Biddle & Reath LLP July 2005 - April 2008
Merrill Lynch June 2004 - August 2004
Skills
Trade Marketing, Strategy, Consumer Products, Sales Operations, Leadership, Sales, Analysis, Training, Marketing Strategy, Sales Management
Education
La Salle University 2009 — 2012
MBA, Marketing
The Pennsylvania State University 2001 — 2005
Bachelor of Science, Finance
Council Rock North High School
James G. Brooks, Jr. James G. Brooks, Jr.'s Merrill Lynch Experience 2002 - 2002
Job Founder & CEO, GlassView, LLC
Industry Marketing and Advertising
Experience
Morgan Stanley 2010 - 2012
Guest of a Guest LLC 2009 - 2010
Conde Nast 2006 - 2008
Soho Digital 2004 - 2006
Merrill Lynch 2002 - 2002
Skills
Strategic Partnerships, Business Development, Marketing, Social Video, Video Advertising, Digital Marketing, Leadership, Publisher Partnerships, Advertising, Portfolio Management, Analytics, Sales, Hedge Funds, Asset Allocation, Finance, Investment Strategies, Financial Modeling, Investments, Alternative Investments, Fixed Income, Investor Relations, Financial Professional, Customer Relations, Digital Media, Online Advertising
Education
Southern Methodist University - Cox School of Business 1999 — 2003
BBA, Finance
University of Copenhagen 2002 — 2002
Study of International Business, Danish Institute for Study Abroad
Morgan Stanley 2010 - 2012
Guest of a Guest LLC 2009 - 2010
Conde Nast 2006 - 2008
Soho Digital 2004 - 2006
Merrill Lynch 2002 - 2002
Skills
Strategic Partnerships, Business Development, Marketing, Social Video, Video Advertising, Digital Marketing, Leadership, Publisher Partnerships, Advertising, Portfolio Management, Analytics, Sales, Hedge Funds, Asset Allocation, Finance, Investment Strategies, Financial Modeling, Investments, Alternative Investments, Fixed Income, Investor Relations, Financial Professional, Customer Relations, Digital Media, Online Advertising
Education
Southern Methodist University - Cox School of Business 1999 — 2003
BBA, Finance
University of Copenhagen 2002 — 2002
Study of International Business, Danish Institute for Study Abroad
Cindy Weinstein Cindy Weinstein's Merrill Lynch Experience July 2004 - May 2008
Job
Industry Religious Institutions
Experience
Bank of America Merrill Lynch July 2013 - April 2015
The Lawrenceville School October 2011 - July 2013
GMB North America, Inc. December 2008 - October 2011
Merrill Lynch July 2004 - May 2008
Skills
Microsoft Word, Microsoft Office, Research, Management, Microsoft Excel
Education
Kutztown University of Pennsylvania
Bachelor's degree, Economics
Bank of America Merrill Lynch July 2013 - April 2015
The Lawrenceville School October 2011 - July 2013
GMB North America, Inc. December 2008 - October 2011
Merrill Lynch July 2004 - May 2008
Skills
Microsoft Word, Microsoft Office, Research, Management, Microsoft Excel
Education
Kutztown University of Pennsylvania
Bachelor's degree, Economics
Baabi Felli's Merrill Lynch Experience October 2013 - Present
Job GWIM Operator Analyst at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch October 2013 - Present
Classic Marketing Concepts August 2013 - October 2013
Fitness 19 August 2008 - August 2013
Power Home Remodeling Group 2013 - 2013
Melmark May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, Leadership, PowerPoint, Employee Training, Marketing, Customer Service, Time Management
Education
La Salle University 2009 — 2013
Bachelor of Business Administration, Finance and Marketing
Merrill Lynch October 2013 - Present
Classic Marketing Concepts August 2013 - October 2013
Fitness 19 August 2008 - August 2013
Power Home Remodeling Group 2013 - 2013
Melmark May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, Leadership, PowerPoint, Employee Training, Marketing, Customer Service, Time Management
Education
La Salle University 2009 — 2013
Bachelor of Business Administration, Finance and Marketing
Jessica Hurley's Merrill Lynch Experience May 2004 - September 2005
Job Marketing Coordinator
Industry Health, Wellness and Fitness
Experience
NextLevel Practice August 2013 - Present
Larkin Employment Agency August 2012 - August 2013
Dr. Garry Miller February 2012 - August 2012
S & S Machinery Corp. April 2006 - November 2011
Merrill Lynch May 2004 - September 2005
Skills
PowerPoint, Microsoft Office, Social Media Marketing, Customer Service, Event Planning, Microsoft Excel, Time Management, Microsoft Word, Strategic Planning, Marketing, Public Speaking
Education
Kingsborough Community College
Associate's degree, Business Administration and Management, General
NextLevel Practice August 2013 - Present
Larkin Employment Agency August 2012 - August 2013
Dr. Garry Miller February 2012 - August 2012
S & S Machinery Corp. April 2006 - November 2011
Merrill Lynch May 2004 - September 2005
Skills
PowerPoint, Microsoft Office, Social Media Marketing, Customer Service, Event Planning, Microsoft Excel, Time Management, Microsoft Word, Strategic Planning, Marketing, Public Speaking
Education
Kingsborough Community College
Associate's degree, Business Administration and Management, General
Ozgur Uzuner Ozgur Uzuner's Merrill Lynch Experience January 2008 - August 2008
Job Head of Growth & Acquisitions at LendUp
Industry Marketing and Advertising
Experience
LendUp April 2013 - Present
LBi August 2011 - February 2013
Greenlight December 2010 - August 2011
Greenlight June 2010 - December 2010
Netbooster/Guava March 2010 - June 2010
Markco Media August 2009 - March 2010
Merrill Lynch January 2008 - August 2008
Johnson & Johnson May 2004 - June 2006
Skills
Digital Marketing, SEO, PPC, SEM, Social Media Marketing, Online Marketing, Affiliate Marketing, Account Management, Digital Strategy, Integrated Marketing, Project Management, Web Analytics, Data Analysis, Organic Search, Analytics, Product Management, Search Advertising, Radio, Direct Mail Campaigns, Offline Marketing, Forecasting, Team Management, SQL
Education
University of San Francisco - School of Management 2006 — 2008
MBA, Marketing and Entrepreneurship
2001 — 2006
BS, Economics
Lycee Saint Joseph 1998 — 2006
High School Diploma, French; Math, Science
LendUp April 2013 - Present
LBi August 2011 - February 2013
Greenlight December 2010 - August 2011
Greenlight June 2010 - December 2010
Netbooster/Guava March 2010 - June 2010
Markco Media August 2009 - March 2010
Merrill Lynch January 2008 - August 2008
Johnson & Johnson May 2004 - June 2006
Skills
Digital Marketing, SEO, PPC, SEM, Social Media Marketing, Online Marketing, Affiliate Marketing, Account Management, Digital Strategy, Integrated Marketing, Project Management, Web Analytics, Data Analysis, Organic Search, Analytics, Product Management, Search Advertising, Radio, Direct Mail Campaigns, Offline Marketing, Forecasting, Team Management, SQL
Education
University of San Francisco - School of Management 2006 — 2008
MBA, Marketing and Entrepreneurship
2001 — 2006
BS, Economics
Lycee Saint Joseph 1998 — 2006
High School Diploma, French; Math, Science
Sergio Montes Sergio Montes's Merrill Lynch Experience June 2005 - August 2005
Job CFO at Forse Inc (Real Estate Investment & Development)
Industry Real Estate
Experience
Forse Inc (Real Estate Investment & Development) June 2014 - Present
MABA SAS May 2011 - May 2014
Media Consulting, Inc October 2008 - May 2011
Herefordshire Investments May 2007 - September 2008
Franklin Templeton July 2006 - May 2007
Merrill Lynch June 2005 - August 2005
Habitat Developments May 2005 - August 2005
Skills
Finance, Financial Analysis, Forecasting, Budgets, Management, Accounting, Investments, Portfolio Management, CRM, Accounts Receivable, Accounts Payable, Cash Flow, Sales, Negotiation, QuickBooks, Financial Modeling, Risk Management, Valuation, Financial Risk
Education
University of Florida 2002 — 2006
BS, Business Administration, Finance Major; Finance and Entrepreneurship
Korea University 2005 — 2006
Forse Inc (Real Estate Investment & Development) June 2014 - Present
MABA SAS May 2011 - May 2014
Media Consulting, Inc October 2008 - May 2011
Herefordshire Investments May 2007 - September 2008
Franklin Templeton July 2006 - May 2007
Merrill Lynch June 2005 - August 2005
Habitat Developments May 2005 - August 2005
Skills
Finance, Financial Analysis, Forecasting, Budgets, Management, Accounting, Investments, Portfolio Management, CRM, Accounts Receivable, Accounts Payable, Cash Flow, Sales, Negotiation, QuickBooks, Financial Modeling, Risk Management, Valuation, Financial Risk
Education
University of Florida 2002 — 2006
BS, Business Administration, Finance Major; Finance and Entrepreneurship
Korea University 2005 — 2006
Christian (Chris) Crane's Merrill Lynch Experience July 1986 - May 1988
Job CEO, Founder and Managing Director (Platinum 10,000 + members) Recruitech International (since 1997)
Industry Pharmaceuticals
Experience
Recruitech International - since 1997 April 1997 - Present
Biotrax International January 1992 - March 1997
Boots Pharmaceuticals June 1989 - October 1992
Merrill Lynch July 1986 - May 1988
Skills
Clinical Trials, Clinical Development, Biotechnology, CRO, Clinical Research, Pharmaceutical Industry, Cardiology, Regulatory Affairs, CTMS, Oncology, GCP, R&D, Regulatory Submissions, Medical Writing, Pharmaceutics, Clinical Data Management, Temporary Placement, Medical Devices, Immunology, Human Resources, Temporary Staffing, Drug Discovery, FDA, Biostatistics, Biomarkers, Databases, Medicine, Board Certified, EDC, Contract Negotiation, Administrative..., IT Management, Manufacturing, Board Relations, Drug Development, Infectious Diseases, Medical Affairs, Legal Writing, Payroll Services, Lifesciences, Recruiting, Vaccines, Protocol, Pharmaceuticals, Legal Assistance, Cancer, Clinical, Clinical Trial..., Contract Negotiations, Legal
Education
La Salle University 1981 — 1984
Bachelor of Science (BSc), Biology
LaSalle College High School 1973 — 1977
High School, Degree
Recruitech International - since 1997 April 1997 - Present
Biotrax International January 1992 - March 1997
Boots Pharmaceuticals June 1989 - October 1992
Merrill Lynch July 1986 - May 1988
Skills
Clinical Trials, Clinical Development, Biotechnology, CRO, Clinical Research, Pharmaceutical Industry, Cardiology, Regulatory Affairs, CTMS, Oncology, GCP, R&D, Regulatory Submissions, Medical Writing, Pharmaceutics, Clinical Data Management, Temporary Placement, Medical Devices, Immunology, Human Resources, Temporary Staffing, Drug Discovery, FDA, Biostatistics, Biomarkers, Databases, Medicine, Board Certified, EDC, Contract Negotiation, Administrative..., IT Management, Manufacturing, Board Relations, Drug Development, Infectious Diseases, Medical Affairs, Legal Writing, Payroll Services, Lifesciences, Recruiting, Vaccines, Protocol, Pharmaceuticals, Legal Assistance, Cancer, Clinical, Clinical Trial..., Contract Negotiations, Legal
Education
La Salle University 1981 — 1984
Bachelor of Science (BSc), Biology
LaSalle College High School 1973 — 1977
High School, Degree
Sunnie Yun Sunnie Yun's Merrill Lynch Experience 2009 - 2011
Job MBA Candidate at the Wharton School
Industry Investment Management
Experience
PIMCO June 2015 - August 2015
Indulge Korea 2013 - 2014
Goldman Sachs January 2011 - December 2012
Merrill Lynch 2009 - 2011
Education
Korea University
Bachelor's degree
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Daewon Foreign Language High School
PIMCO June 2015 - August 2015
Indulge Korea 2013 - 2014
Goldman Sachs January 2011 - December 2012
Merrill Lynch 2009 - 2011
Education
Korea University
Bachelor's degree
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Daewon Foreign Language High School
Daniel Rosenwald Daniel Rosenwald's Merrill Lynch Experience May 2011 - August 2011
Job Technical Solutions Consultant at Oracle
Industry Entertainment
Experience
Freelancer August 2015 - Present
Oracle July 2014 - July 2015
Universal Music Publishing Group July 2013 - August 2013
Tinder, Inc. September 2012 - January 2013
Merrill Lynch May 2011 - August 2011
Black Equities Group, Ltd. February 2007 - March 2009
Skills
Marketing, Social Media, Start-ups, Sales, Photoshop, Facebook, Illustrator, Social Networking, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Entrepreneurship, Research, Investments, Teamwork, Public Speaking, Music Production, Disaster Recovery, Operating Systems, Technical Consultation, Cloud Storage, Oracle Database, Oracle Fusion Middleware, Hardware Architecture, High Availability..., Storage Architecture, Oracle RAC, Storage Virtualization, Oracle Applications, X86 Virtualization, High Availability, Databases, Technical Support, Microsoft Word, Leadership, Customer Service, Event Planning, Consulting, SaaS, Oracle, Data Analysis, Enterprise Software, Cloud Computing, Marketing Strategy, Management
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (BA), Computer Science
KTH Royal Institute of Technology 2013 — 2013
Music and Technology
Beverly Hills High School 2007 — 2010
High School
Freelancer August 2015 - Present
Oracle July 2014 - July 2015
Universal Music Publishing Group July 2013 - August 2013
Tinder, Inc. September 2012 - January 2013
Merrill Lynch May 2011 - August 2011
Black Equities Group, Ltd. February 2007 - March 2009
Skills
Marketing, Social Media, Start-ups, Sales, Photoshop, Facebook, Illustrator, Social Networking, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Entrepreneurship, Research, Investments, Teamwork, Public Speaking, Music Production, Disaster Recovery, Operating Systems, Technical Consultation, Cloud Storage, Oracle Database, Oracle Fusion Middleware, Hardware Architecture, High Availability..., Storage Architecture, Oracle RAC, Storage Virtualization, Oracle Applications, X86 Virtualization, High Availability, Databases, Technical Support, Microsoft Word, Leadership, Customer Service, Event Planning, Consulting, SaaS, Oracle, Data Analysis, Enterprise Software, Cloud Computing, Marketing Strategy, Management
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (BA), Computer Science
KTH Royal Institute of Technology 2013 — 2013
Music and Technology
Beverly Hills High School 2007 — 2010
High School
Aaron Wexler Aaron Wexler's Merrill Lynch Experience November 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Arch Telecom, Inc. November 2014 - Present
Merrill Lynch November 2005 - Present
Langhorne Players August 2013 - Present
Merrill Lynch 2005 - 2013
Skills
Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Spreadsheets, Acting, Theatrical Production, Employee Training, Research, Directing, Team Management, Artistic Vision, Leadership
Education
Kutztown University of Pennsylvania 1995 — 2000
Bachelor of Arts (BA), Theatre/Theater
Arch Telecom, Inc. November 2014 - Present
Merrill Lynch November 2005 - Present
Langhorne Players August 2013 - Present
Merrill Lynch 2005 - 2013
Skills
Microsoft Excel, SharePoint, PowerPoint, Microsoft Word, Spreadsheets, Acting, Theatrical Production, Employee Training, Research, Directing, Team Management, Artistic Vision, Leadership
Education
Kutztown University of Pennsylvania 1995 — 2000
Bachelor of Arts (BA), Theatre/Theater
Raymond Quartuci's Merrill Lynch Experience September 2014 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch June 2013 - September 2014
Merrill Lynch January 2010 - June 2013
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Leadership, Event Planning, Social Networking, Wealth Management
Education
Kingsborough Community College 2010 — 2010
Business
CUNY New York City College of Technology 2008 — 2010
Electrical Mechanical Engineering
Xaverian Highschool 2004 — 2008
Merrill Lynch September 2014 - Present
Merrill Lynch June 2013 - September 2014
Merrill Lynch January 2010 - June 2013
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Leadership, Event Planning, Social Networking, Wealth Management
Education
Kingsborough Community College 2010 — 2010
Business
CUNY New York City College of Technology 2008 — 2010
Electrical Mechanical Engineering
Xaverian Highschool 2004 — 2008
John P. Zavorski's Merrill Lynch Experience April 2014 - January 2015
Job Sales Representative at Cintas
Industry Facilities Services
Experience
Cintas August 2015 - Present
Robert Half February 2015 - August 2015
Merrill Lynch April 2014 - January 2015
Merrill Lynch January 2014 - April 2014
Merrill Lynch June 2013 - August 2013
Skills
Teamwork, At Multitasking, Communication, Prioritize Workload, Team Building, Written Communication, Team Leadership, Independent Thinking, Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
Neshaminy High School 2006 — 2009
Cintas August 2015 - Present
Robert Half February 2015 - August 2015
Merrill Lynch April 2014 - January 2015
Merrill Lynch January 2014 - April 2014
Merrill Lynch June 2013 - August 2013
Skills
Teamwork, At Multitasking, Communication, Prioritize Workload, Team Building, Written Communication, Team Leadership, Independent Thinking, Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
Neshaminy High School 2006 — 2009
Elizabeth (Liz) Connor Elizabeth (Liz) Connor's Merrill Lynch Experience 1996 - 1997
Job Jewelry Designer
Industry Luxury Goods & Jewelry
Experience
Three Little Pixies Boutique March 2011 - Present
National Discount Brokers/ Deutsche Bank 1998 - 2002
Merrill Lynch Consults 1997 - 1998
Merrill Lynch 1996 - 1997
Merrill Lynch 1995 - 1996
NDB.com 1995 - 1995
Skills
Drawing, Art, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Problem Solving, Equities, Retail Sales, Design, Customer Relations, Entrepreneurship, Organization, Multi Tasking, Jewelry Design, Jewelry, Handmade Jewelry, Sterling Silver, Moms, Mothers, Brides, Weddings, New Baby, Trade Shows, Trading, Client Correspondence, Prime Brokerage, Management, Web Commerce, Customer Service, Gems, Apparel, Merchandising, Trend Analysis, Fashion Jewelry, Sales
Education
La Salle University
Monmouth University
RBC
Three Little Pixies Boutique March 2011 - Present
National Discount Brokers/ Deutsche Bank 1998 - 2002
Merrill Lynch Consults 1997 - 1998
Merrill Lynch 1996 - 1997
Merrill Lynch 1995 - 1996
NDB.com 1995 - 1995
Skills
Drawing, Art, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Problem Solving, Equities, Retail Sales, Design, Customer Relations, Entrepreneurship, Organization, Multi Tasking, Jewelry Design, Jewelry, Handmade Jewelry, Sterling Silver, Moms, Mothers, Brides, Weddings, New Baby, Trade Shows, Trading, Client Correspondence, Prime Brokerage, Management, Web Commerce, Customer Service, Gems, Apparel, Merchandising, Trend Analysis, Fashion Jewelry, Sales
Education
La Salle University
Monmouth University
RBC
Thomas Cross Thomas Cross's Merrill Lynch Experience January 1999 - July 2004
Job Director of Business Development and Marketing at Align Financial Services Group
Industry Financial Services
Experience
Align Financial Services Group November 2013 - Present
Great-West Retirement Services March 2009 - August 2013
Lincoln Financial Group August 2006 - November 2008
Ascensus January 2004 - August 2006
Merrill Lynch January 1999 - July 2004
Skills
401k, Retirement Planning, Retirement, Series 7
Education
Kutztown University of Pennsylvania 1989 — 1994
Marketing
Northeast High School 1985 — 1989
Align Financial Services Group November 2013 - Present
Great-West Retirement Services March 2009 - August 2013
Lincoln Financial Group August 2006 - November 2008
Ascensus January 2004 - August 2006
Merrill Lynch January 1999 - July 2004
Skills
401k, Retirement Planning, Retirement, Series 7
Education
Kutztown University of Pennsylvania 1989 — 1994
Marketing
Northeast High School 1985 — 1989
Eric Wilby Eric Wilby's Merrill Lynch Experience January 1999 - January 2001
Job President, Ascent Wealth Management, LLC.
Industry Financial Services
Experience
Ascent Wealth Management, LLC. December 2013 - Present
Robinson & Robinson, Inc. February 2002 - December 2013
Merrill Lynch January 1999 - January 2001
U.S. Army October 1991 - September 1995
Skills
Strategic Planning, Leadership, Contract Negotiation, Non-profits, Small Business, Analysis, Government
Education
Kutztown University of Pennsylvania 1996 — 1999
BS, International Business/Russian
Monterey Institute of International Studies 1992 — 1993
Russian
Brandywine Heights 1989 — 1991
Boyertown 1986 — 1989
Ascent Wealth Management, LLC. December 2013 - Present
Robinson & Robinson, Inc. February 2002 - December 2013
Merrill Lynch January 1999 - January 2001
U.S. Army October 1991 - September 1995
Skills
Strategic Planning, Leadership, Contract Negotiation, Non-profits, Small Business, Analysis, Government
Education
Kutztown University of Pennsylvania 1996 — 1999
BS, International Business/Russian
Monterey Institute of International Studies 1992 — 1993
Russian
Brandywine Heights 1989 — 1991
Boyertown 1986 — 1989
Cori Sharpless Cori Sharpless's Merrill Lynch Experience January 1997 - January 1999
Job EBS Healthcare Early Intervention Coordinator
Industry Staffing and Recruiting
Experience
Collier's of Centreville September 2008 - Present
EBS HEALTHCARE April 2006 - Present
ACSYS, INC. 2005 - 2006
Kelly Services January 2004 - January 2005
Neany, Inc. January 2003 - December 2003
McBee Systems January 2001 - January 2003
JPMorgan Chase January 2000 - January 2001
BISYS Fund Services January 1999 - January 2000
Merrill Lynch January 1997 - January 1999
Skills
Human Resources, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Benefits Negotiation, Contract Recruitment, Recruiting, Sourcing, Talent Management, Onboarding, Staff Augmentation, Vendor Management, Executive Search, Interviews, Employee Relations, IT Recruitment, Training, CRM
Education
La Salle University 1993 — 1997
Bachelor of Arts (B.A.), Spanish & Business Administration
Collier's of Centreville September 2008 - Present
EBS HEALTHCARE April 2006 - Present
ACSYS, INC. 2005 - 2006
Kelly Services January 2004 - January 2005
Neany, Inc. January 2003 - December 2003
McBee Systems January 2001 - January 2003
JPMorgan Chase January 2000 - January 2001
BISYS Fund Services January 1999 - January 2000
Merrill Lynch January 1997 - January 1999
Skills
Human Resources, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Benefits Negotiation, Contract Recruitment, Recruiting, Sourcing, Talent Management, Onboarding, Staff Augmentation, Vendor Management, Executive Search, Interviews, Employee Relations, IT Recruitment, Training, CRM
Education
La Salle University 1993 — 1997
Bachelor of Arts (B.A.), Spanish & Business Administration
David Barba David Barba's Merrill Lynch Experience May 2010 - December 2010
Job Business Development Manager at Turnberry Solutions
Industry Information Technology and Services
Experience
Turnberry Solutions November 2014 - Present
Turnberry Solutions September 2011 - November 2014
Merrill Lynch May 2010 - December 2010
Skills
IT Recruitment, Account Management, New Business Development, Business Development
Education
La Salle University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Marketing
La Salle College High School 2003 — 2007
Turnberry Solutions November 2014 - Present
Turnberry Solutions September 2011 - November 2014
Merrill Lynch May 2010 - December 2010
Skills
IT Recruitment, Account Management, New Business Development, Business Development
Education
La Salle University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Marketing
La Salle College High School 2003 — 2007
Marvin (E) Lee Marvin (E) Lee's Merrill Lynch Experience January 2008 - June 2008
Job Learning Management System Administrator /Training Analyst
Industry Human Resources
Experience
Johnson and Johnson July 2014 - Present
AIG/Chartis December 2009 - July 2014
Merrill Lynch/Bank of America July 2009 - December 2009
Merrill Lynch January 2008 - June 2008
Merrill Lynch January 2007 - January 2008
Merrill Lynch January 2005 - December 2006
Merrill Lynch 1982 - 1984
Skills
Leadership Development, Training, Instructor-led Training, Succession Planning, Management, Financial Services, Leadership, E-Learning, Talent Management, Project Management, Public Speaking, Performance Management, Change Management, Instructional Design, Strategic Planning, CRM, Organizational..., Analysis
Education
Kingsborough Community College 1978 — 1982
Associates, Business Administration
Johnson and Johnson July 2014 - Present
AIG/Chartis December 2009 - July 2014
Merrill Lynch/Bank of America July 2009 - December 2009
Merrill Lynch January 2008 - June 2008
Merrill Lynch January 2007 - January 2008
Merrill Lynch January 2005 - December 2006
Merrill Lynch 1982 - 1984
Skills
Leadership Development, Training, Instructor-led Training, Succession Planning, Management, Financial Services, Leadership, E-Learning, Talent Management, Project Management, Public Speaking, Performance Management, Change Management, Instructional Design, Strategic Planning, CRM, Organizational..., Analysis
Education
Kingsborough Community College 1978 — 1982
Associates, Business Administration
Luke Jang's Merrill Lynch Experience September 2012 - November 2012
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Merrill Lynch September 2012 - November 2012
Woori Bank June 2012 - August 2012
Seoul National University May 2011 - July 2011
Seoul Vision Post Production Company May 2010 - August 2010
Skills
Excel, Bloomberg Terminal, EDGAR filings, PowerPoint, Minitab, Photoshop, Lightroom, Outlook, Final Cut Pro, Lotus Notes, Microsoft Excel, Financial Modeling, Valuation, Portfolio Management, Analysis, Data Analysis, Finance
Education
Syracuse University 2009 — 2013
Bachelor of Science (BS), Accounting, Finance, Pre-Medicine
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Double Major, Accounting and Finance, 3.96/4.00
Korea University
Microeconomics, Global Leadership and Management
J.P. Morgan July 2014 - Present
Merrill Lynch September 2012 - November 2012
Woori Bank June 2012 - August 2012
Seoul National University May 2011 - July 2011
Seoul Vision Post Production Company May 2010 - August 2010
Skills
Excel, Bloomberg Terminal, EDGAR filings, PowerPoint, Minitab, Photoshop, Lightroom, Outlook, Final Cut Pro, Lotus Notes, Microsoft Excel, Financial Modeling, Valuation, Portfolio Management, Analysis, Data Analysis, Finance
Education
Syracuse University 2009 — 2013
Bachelor of Science (BS), Accounting, Finance, Pre-Medicine
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Double Major, Accounting and Finance, 3.96/4.00
Korea University
Microeconomics, Global Leadership and Management
(Dennis) Seong Du Yim (Dennis) Seong Du Yim's Merrill Lynch Experience June 2005 - September 2011
Job First Vice PresidentInvestments at UBS
Industry Financial Services
Experience
UBS October 2011 - Present
Merrill Lynch June 2005 - September 2011
Citigroup January 1997 - May 2005
Citi August 1992 - December 1996
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance / International Business
Stockholm School of Economics 1991 — 1991
International Exchange Program, International Business
Korea University
BA, Russian Studies / Business Administration
UBS October 2011 - Present
Merrill Lynch June 2005 - September 2011
Citigroup January 1997 - May 2005
Citi August 1992 - December 1996
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance / International Business
Stockholm School of Economics 1991 — 1991
International Exchange Program, International Business
Korea University
BA, Russian Studies / Business Administration
CHUNG (John) KIM CHUNG (John) KIM's Merrill Lynch Experience February 1987 - June 2001
Job First Data Corp. Executive
Industry Financial Services
Experience
First Data Corp. January 2012 - Present
MMS Global Inc. January 2011 - December 2011
IBM Global Technology Services March 2004 - January 2010
Merrill Lynch February 1987 - June 2001
Skills
IT Outsourcing, IT Management, Business Continuity..., Disaster Recovery, PMO Services, United Court Room..., English-Korean...
Education
Montclair State University 1972 — 1974
Business Administration, Management and Operations, MA
경희대학교 / Kyung Hee University
Accounting and Business/Management, Bachelor of Business Administration (BBA)
First Data Corp. January 2012 - Present
MMS Global Inc. January 2011 - December 2011
IBM Global Technology Services March 2004 - January 2010
Merrill Lynch February 1987 - June 2001
Skills
IT Outsourcing, IT Management, Business Continuity..., Disaster Recovery, PMO Services, United Court Room..., English-Korean...
Education
Montclair State University 1972 — 1974
Business Administration, Management and Operations, MA
경희대학교 / Kyung Hee University
Accounting and Business/Management, Bachelor of Business Administration (BBA)
Thomas Osman Thomas Osman's Merrill Lynch Experience June 2005 - December 2007
Job Cornerstone Realty and Investments
Industry Investment Management
Experience
Voya Financial January 2008 - Present
Merrill Lynch June 2005 - December 2007
Wachovia Securities August 1998 - June 2005
Skills
Investments, Loans, Marketing, Team Building, Mutual Funds, Asset Management, Strategic Financial..., Fixed Annuities, Retirement, Small Business, Wealth Management, Financial Planners, Insurance, Life Insurance, Mortgage Banking, Retirement Planning, Finance, Valuation, Credit, Portfolio Management, Risk Management, Budgets, Mergers & Acquisitions, Tax, Long-term Care, Fixed Income, Customer Service, Securities, Financial Modeling, Disability Insurance, Microsoft Office, Banking, Sales, Financial Analysis, PowerPoint, Real Estate, Credit Analysis, Financial Reporting, Health Insurance, Strategic Planning, Public Speaking, Microsoft Word, Investment Properties, Financial Risk, Investment Advisory, Leadership, Microsoft Excel, Financial Planning, 401k, Loan Origination
Education
Northern Illinois University 1986 — 1988
Master of Arts (M.A.), International Relations and Affairs
Knox College 1977 — 1981
Bachelor of Arts (B.A.), Economics and Business Admin
Voya Financial January 2008 - Present
Merrill Lynch June 2005 - December 2007
Wachovia Securities August 1998 - June 2005
Skills
Investments, Loans, Marketing, Team Building, Mutual Funds, Asset Management, Strategic Financial..., Fixed Annuities, Retirement, Small Business, Wealth Management, Financial Planners, Insurance, Life Insurance, Mortgage Banking, Retirement Planning, Finance, Valuation, Credit, Portfolio Management, Risk Management, Budgets, Mergers & Acquisitions, Tax, Long-term Care, Fixed Income, Customer Service, Securities, Financial Modeling, Disability Insurance, Microsoft Office, Banking, Sales, Financial Analysis, PowerPoint, Real Estate, Credit Analysis, Financial Reporting, Health Insurance, Strategic Planning, Public Speaking, Microsoft Word, Investment Properties, Financial Risk, Investment Advisory, Leadership, Microsoft Excel, Financial Planning, 401k, Loan Origination
Education
Northern Illinois University 1986 — 1988
Master of Arts (M.A.), International Relations and Affairs
Knox College 1977 — 1981
Bachelor of Arts (B.A.), Economics and Business Admin
Luis Blondet Badaracco Luis Blondet Badaracco's Merrill Lynch Experience June 2002 - June 2004
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2008 - Present
Dresdner Kleinwort Wasserstein June 2004 - June 2006
Merrill Lynch June 2002 - June 2004
Skills
Credit Risk, Ratings Advisory, Investment Banking, Capital Markets, Derivatives, Emerging Markets, Project Finance, Financial Institutions, Fixed Income, Valuation, Financial Modeling, ISDA negotiations
Education
Yale University - Yale School of Management 2006 — 2008
Master of Business Administration (MBA), Finance and Leadership
King's College London, U. of London 1999 — 2002
Business Management, Finance, Economics and Accounting
Goldman Sachs July 2008 - Present
Dresdner Kleinwort Wasserstein June 2004 - June 2006
Merrill Lynch June 2002 - June 2004
Skills
Credit Risk, Ratings Advisory, Investment Banking, Capital Markets, Derivatives, Emerging Markets, Project Finance, Financial Institutions, Fixed Income, Valuation, Financial Modeling, ISDA negotiations
Education
Yale University - Yale School of Management 2006 — 2008
Master of Business Administration (MBA), Finance and Leadership
King's College London, U. of London 1999 — 2002
Business Management, Finance, Economics and Accounting
Bridgette Wuabu Bridgette Wuabu's Merrill Lynch Experience May 2011 - February 2012
Job Field & Client Engagement at Morgan Stanley
Industry Financial Services
Experience
Marlin Business Services Corp May 2013 - October 2014
Merrill Lynch May 2011 - February 2012
Bank of America Merrill Lynch November 2008 - 2011
Merrill Lynch May 2006 - November 2008
Merrill Lynch May 2005 - May 2006
MassMutual Financial Group May 2003 - August 2003
PFPC June 2000 - July 2002
Skills
Marketing Strategy, Financial Services, Marketing, Product Development, Financial Analysis, Business Strategy, Competitive Analysis, Direct Marketing, Finance, Management, Portfolio Management, Program Management, Sales, Strategic Planning, Strategy, Mergers
Education
University of Virginia Darden School of Business 2002 — 2004
MBA, Business Administration
Kwame Nkrumah' University of Science and Technology, Kumasi 1993 — 1997
BA, Social Sciences
Marlin Business Services Corp May 2013 - October 2014
Merrill Lynch May 2011 - February 2012
Bank of America Merrill Lynch November 2008 - 2011
Merrill Lynch May 2006 - November 2008
Merrill Lynch May 2005 - May 2006
MassMutual Financial Group May 2003 - August 2003
PFPC June 2000 - July 2002
Skills
Marketing Strategy, Financial Services, Marketing, Product Development, Financial Analysis, Business Strategy, Competitive Analysis, Direct Marketing, Finance, Management, Portfolio Management, Program Management, Sales, Strategic Planning, Strategy, Mergers
Education
University of Virginia Darden School of Business 2002 — 2004
MBA, Business Administration
Kwame Nkrumah' University of Science and Technology, Kumasi 1993 — 1997
BA, Social Sciences
Eric Brennan Eric Brennan's Merrill Lynch Experience June 2011 - November 2011
Job Enrollment Representative at Synergis Education, Inc.
Industry Higher Education
Experience
Synergis Education, Inc. July 2014 - Present
Philadelphia University September 2013 - Present
Valley Forge Military Academy & College October 2013 - July 2014
Enterprise Holdings March 2013 - July 2014
Tapiola Honka August 2012 - December 2012
Merrill Lynch June 2011 - November 2011
Skills
Basketball Coaching, College Basketball, Leadership, Teamwork, Player Development, Coaching, Time Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Analysis, Management
Education
Kutztown University of Pennsylvania 2010 — 2012
Bachelor's Degree, Business Administration and Management
Lock Haven University of Pennsylvania 2008 — 2010
N/A, Business Administration and Management
Synergis Education, Inc. July 2014 - Present
Philadelphia University September 2013 - Present
Valley Forge Military Academy & College October 2013 - July 2014
Enterprise Holdings March 2013 - July 2014
Tapiola Honka August 2012 - December 2012
Merrill Lynch June 2011 - November 2011
Skills
Basketball Coaching, College Basketball, Leadership, Teamwork, Player Development, Coaching, Time Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Analysis, Management
Education
Kutztown University of Pennsylvania 2010 — 2012
Bachelor's Degree, Business Administration and Management
Lock Haven University of Pennsylvania 2008 — 2010
N/A, Business Administration and Management
Brenda Bagonis-Cooke Brenda Bagonis-Cooke's Merrill Lynch Experience April 1996 - November 1998
Job Professional Financial Planning Services Experienced Investment Advisor Representative
Industry Financial Services
Experience
Asset Financial Services November 2004 - Present
B & B Associates November 1985 - Present
Womens Business Forum 2014 - Present
Keystone Community Fellowship 2007 - Present
FRS Financial Advisory Company November 1998 - November 2004
Merrill Lynch April 1996 - November 1998
American Capital Corporation July 1995 - October 1996
Primerica Financial Services September 1985 - February 1993
Education
The American College 2000 — 2002
studies, financial studies
La Salle University 1994 — 1995
course work, Math
Temple University 1978 — 1979
sales management courses, sales and management courses
Lycoming College 1973 — 1977
B.A., Sociology/ Anthropology Business
Upper Dublin High School 1970 — 1973
hsd, College Prep
Asset Financial Services November 2004 - Present
B & B Associates November 1985 - Present
Womens Business Forum 2014 - Present
Keystone Community Fellowship 2007 - Present
FRS Financial Advisory Company November 1998 - November 2004
Merrill Lynch April 1996 - November 1998
American Capital Corporation July 1995 - October 1996
Primerica Financial Services September 1985 - February 1993
Education
The American College 2000 — 2002
studies, financial studies
La Salle University 1994 — 1995
course work, Math
Temple University 1978 — 1979
sales management courses, sales and management courses
Lycoming College 1973 — 1977
B.A., Sociology/ Anthropology Business
Upper Dublin High School 1970 — 1973
hsd, College Prep
Gene J. Simonetti, MBA Gene J. Simonetti, MBA's Merrill Lynch Experience July 2013 - September 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2015 - Present
Bovanetti LLC October 2014 - April 2015
Merrill Lynch July 2013 - September 2014
The LightStream Group August 2011 - April 2013
GS Visual Communications LLC May 2008 - August 2011
Dudnyk Healthcare Group January 2007 - May 2008
NDW Corporate Communications 2002 - 2006
Thomas Advertising 1997 - 2001
A.C. Coin and Slot Service Company 1995 - 1997
Skills
Strategic Thinking, Project Management, Team Leadership, Corporate Communications, Concept Development, Advertising, Graphic Design, Creative Direction, Creative Strategy, Strategy, Marketing Strategy, Digital Strategy, Team Building, Management, Strategic Planning, Art Direction, Account Management, Direct Mail, Integrated Marketing, Social Media, Social Media Marketing, Marketing Communications, Program Management, Budgets, Leadership, Digital Marketing, Product Development, Business Strategy, Brand Development, Direct Marketing, Sales, Corporate Branding, Branding & Identity, Corporate Identity, Copywriting, Online Marketing, Marketing Management, Interactive Advertising, Brand Architecture, New Business Development, Brand Management, Online Advertising, Product Marketing, Digital Media, Market Planning, Interactive Marketing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2012
Master of Business Administration (MBA), Executive MBA Program, 3.51
Kutztown University of Pennsylvania 1990 — 1994
B.F.A, Advertising Design
Edward Jones 2015 - Present
Bovanetti LLC October 2014 - April 2015
Merrill Lynch July 2013 - September 2014
The LightStream Group August 2011 - April 2013
GS Visual Communications LLC May 2008 - August 2011
Dudnyk Healthcare Group January 2007 - May 2008
NDW Corporate Communications 2002 - 2006
Thomas Advertising 1997 - 2001
A.C. Coin and Slot Service Company 1995 - 1997
Skills
Strategic Thinking, Project Management, Team Leadership, Corporate Communications, Concept Development, Advertising, Graphic Design, Creative Direction, Creative Strategy, Strategy, Marketing Strategy, Digital Strategy, Team Building, Management, Strategic Planning, Art Direction, Account Management, Direct Mail, Integrated Marketing, Social Media, Social Media Marketing, Marketing Communications, Program Management, Budgets, Leadership, Digital Marketing, Product Development, Business Strategy, Brand Development, Direct Marketing, Sales, Corporate Branding, Branding & Identity, Corporate Identity, Copywriting, Online Marketing, Marketing Management, Interactive Advertising, Brand Architecture, New Business Development, Brand Management, Online Advertising, Product Marketing, Digital Media, Market Planning, Interactive Marketing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2012
Master of Business Administration (MBA), Executive MBA Program, 3.51
Kutztown University of Pennsylvania 1990 — 1994
B.F.A, Advertising Design
Brian Lodato's Merrill Lynch Experience June 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
PHH Mortgage October 2010 - April 2014
EHS Technologies July 2008 - October 2010
Skills
Wealth Management, Financial Analysis, Financial Planning, Financial Modeling, Investments, Investment Management, Investment Strategies, Retirement, Retirement Planning, Retirement Savings, Stocks, Stock Market, Stock Trading, Stock Management, Bonds, Bond Markets, Municipal Bonds, Options, Stock Option, Options Strategies, Index Funds, ETFs, Equity Indexed Annuities, Trusts, Trust Management, Mortgage Banking, Mortgage Lending, Loan Origination, Residential Mortgages, High Net Worth..., Ultra-High Net Worth..., Jumbo Mortgage, Financial Services, Financial Markets, Refinance, Interest Rate Risk..., Interest Calculation, Break-even Analysis, Purchase Financing, Purchase Contracts, Finance
Education
La Salle University 2006 — 2010
Graduated Cum Laude, Bachelor of Arts (BA) - Double Major, Economics / Integrated Science, Business, & Technology
Merrill Lynch June 2014 - Present
PHH Mortgage October 2010 - April 2014
EHS Technologies July 2008 - October 2010
Skills
Wealth Management, Financial Analysis, Financial Planning, Financial Modeling, Investments, Investment Management, Investment Strategies, Retirement, Retirement Planning, Retirement Savings, Stocks, Stock Market, Stock Trading, Stock Management, Bonds, Bond Markets, Municipal Bonds, Options, Stock Option, Options Strategies, Index Funds, ETFs, Equity Indexed Annuities, Trusts, Trust Management, Mortgage Banking, Mortgage Lending, Loan Origination, Residential Mortgages, High Net Worth..., Ultra-High Net Worth..., Jumbo Mortgage, Financial Services, Financial Markets, Refinance, Interest Rate Risk..., Interest Calculation, Break-even Analysis, Purchase Financing, Purchase Contracts, Finance
Education
La Salle University 2006 — 2010
Graduated Cum Laude, Bachelor of Arts (BA) - Double Major, Economics / Integrated Science, Business, & Technology
Edita Gorsh Edita Gorsh's Merrill Lynch Experience 2000 - 2003
Job Sr. QA Analyst
Industry Information Technology and Services
Experience
United Healthcare March 2005 - Present
AIG June 2002 - March 2005
AIG 2002 - 2005
Merrill Lynch 2000 - 2003
Intelisys 1996 - 1998
Skills
Quality Center, SDLC, Testing, Test Automation, Regression Testing, User Acceptance Testing, Software Quality..., QTP, Test Management, Team Building, Test Planning, Requirements Analysis, System Testing, Leadership, Integration Testing, Management, PeopleSoft, HP-ALM, Toad for Oracle, Attachmate REflection
Education
Kingsborough Community College
State University 'Lviv Polytechnics'
MS, Radioelectronics
United Healthcare March 2005 - Present
AIG June 2002 - March 2005
AIG 2002 - 2005
Merrill Lynch 2000 - 2003
Intelisys 1996 - 1998
Skills
Quality Center, SDLC, Testing, Test Automation, Regression Testing, User Acceptance Testing, Software Quality..., QTP, Test Management, Team Building, Test Planning, Requirements Analysis, System Testing, Leadership, Integration Testing, Management, PeopleSoft, HP-ALM, Toad for Oracle, Attachmate REflection
Education
Kingsborough Community College
State University 'Lviv Polytechnics'
MS, Radioelectronics
DANIEL BAIDEN DANIEL BAIDEN's Merrill Lynch Experience January 1984 - July 1989
Job ENGINEER, TECH at U.S. Government Printing Office
Industry Printing
Experience
U.S. Government Printing Office January 2000 - Present
Merrill Lynch January 1984 - July 1989
AGRIMECO, MIN OF AGRICULTURE May 1974 - October 1979
Skills
Architecture ENGINEER, Project Engineering, AGRICULTURAL ENGINEER
Education
Southeastern University 1990 — 1992
MBA, MASTER OF BUSINESS ADMINISTRATION IN INTERNATIONAL MANAGEMENT
STRAYER UNIVERSITY 1987 — 1989
BSC, BUSINESS ADMINISTRATION
GOVERNMENT POLYTECHNIC, TAMALE 1969 — 1971
AGRIC ENGINEERING, AGRIC ENGINEERING & FARM MECHANIZATION
Kwame Nkrumah' University of Science and Technology, Kumasi 1969 — 1971
AGRICULTURAL ENGINEERING, ENGINEERING, SOIL MECHANIZATION
SUNYANI GOVT POLYTECHNIC 1967 — 1969
HNC, INDUSTRIAL ENGINEERING
U.S. Government Printing Office January 2000 - Present
Merrill Lynch January 1984 - July 1989
AGRIMECO, MIN OF AGRICULTURE May 1974 - October 1979
Skills
Architecture ENGINEER, Project Engineering, AGRICULTURAL ENGINEER
Education
Southeastern University 1990 — 1992
MBA, MASTER OF BUSINESS ADMINISTRATION IN INTERNATIONAL MANAGEMENT
STRAYER UNIVERSITY 1987 — 1989
BSC, BUSINESS ADMINISTRATION
GOVERNMENT POLYTECHNIC, TAMALE 1969 — 1971
AGRIC ENGINEERING, AGRIC ENGINEERING & FARM MECHANIZATION
Kwame Nkrumah' University of Science and Technology, Kumasi 1969 — 1971
AGRICULTURAL ENGINEERING, ENGINEERING, SOIL MECHANIZATION
SUNYANI GOVT POLYTECHNIC 1967 — 1969
HNC, INDUSTRIAL ENGINEERING
Lynn Herbine's Merrill Lynch Experience 2005 - 2010
Job Princeton University
Industry Human Resources
Experience
Princeton University February 2013 - Present
Novo Nordisk January 2012 - January 2013
Merrill Lynch 2005 - 2010
Waste Management 1994 - 1999
Waste Management (AETS) September 1992 - April 1994
Skills
HRIS, Benefits Administration, COBRA, Employee Engagement, Employee Benefits, Human Resources, Onboarding, HR Policies, Recruiting
Education
Kutztown University of Pennsylvania 1988 — 1992
Bachelor of Science, Psychology
Princeton University February 2013 - Present
Novo Nordisk January 2012 - January 2013
Merrill Lynch 2005 - 2010
Waste Management 1994 - 1999
Waste Management (AETS) September 1992 - April 1994
Skills
HRIS, Benefits Administration, COBRA, Employee Engagement, Employee Benefits, Human Resources, Onboarding, HR Policies, Recruiting
Education
Kutztown University of Pennsylvania 1988 — 1992
Bachelor of Science, Psychology
srinivas ramanujam's Merrill Lynch Experience February 2004 - April 2004
Job Sr Consultant at CSC
Industry Computer Software
Experience
CSC April 2012 - Present
IEEE May 2011 - April 2012
NYC DoITT July 2008 - May 2011
NYC Dept. of Corrections August 2005 - May 2008
Fimat July 2004 - May 2005
Merrill Lynch February 2004 - April 2004
KLA-Tencor September 2003 - November 2003
Warnaco July 2003 - August 2003
BEA Systems November 2000 - April 2002
Robert Bosch June 1995 - March 2000
Education
Kuvempu Vishwavidyanilaya 1990 — 1994
bachelor's degree, Mechanical
sri jayachamarajendra polytechnic, bangalore 1987 — 1990
diploma in engineering, mechanical
v v s sardar patel high school, bangalore 1984 — 1987
high school
CSC April 2012 - Present
IEEE May 2011 - April 2012
NYC DoITT July 2008 - May 2011
NYC Dept. of Corrections August 2005 - May 2008
Fimat July 2004 - May 2005
Merrill Lynch February 2004 - April 2004
KLA-Tencor September 2003 - November 2003
Warnaco July 2003 - August 2003
BEA Systems November 2000 - April 2002
Robert Bosch June 1995 - March 2000
Education
Kuvempu Vishwavidyanilaya 1990 — 1994
bachelor's degree, Mechanical
sri jayachamarajendra polytechnic, bangalore 1987 — 1990
diploma in engineering, mechanical
v v s sardar patel high school, bangalore 1984 — 1987
high school
Venita Miles Venita Miles's Merrill Lynch Experience June 2000 - September 2000
Job Paralegal at Mount Sinai School Of Medicine
Industry Legal Services
Experience
Mount Sinai School Of Medicine December 2011 - April 2013
Kelly Law Registry / Miller, Canfield, Paddock and Stone, P.L.C. July 2011 - July 2011
ENNIS LAW GROUP September 2009 - April 2011
LINKLATERS LLP January 2005 - February 2009
Revlon September 2000 - October 2004
Merrill Lynch June 2000 - September 2000
ABC News 1998 - 2000
Skills
Legal Services, Paralegal, Legal Support, Contract Management, Material Transfer..., Biotechnology, Family Law, Trademarks, Entertainment
Education
Kingsborough Community College
Practical Paralegal Certificate
TAYLOR BUSINESS INSTITUTE 1996 — 1998
A.O.S. Associate of Occupational Studies, Administrative Assistant Program
Mount Sinai School Of Medicine December 2011 - April 2013
Kelly Law Registry / Miller, Canfield, Paddock and Stone, P.L.C. July 2011 - July 2011
ENNIS LAW GROUP September 2009 - April 2011
LINKLATERS LLP January 2005 - February 2009
Revlon September 2000 - October 2004
Merrill Lynch June 2000 - September 2000
ABC News 1998 - 2000
Skills
Legal Services, Paralegal, Legal Support, Contract Management, Material Transfer..., Biotechnology, Family Law, Trademarks, Entertainment
Education
Kingsborough Community College
Practical Paralegal Certificate
TAYLOR BUSINESS INSTITUTE 1996 — 1998
A.O.S. Associate of Occupational Studies, Administrative Assistant Program
Carrie Connelly Carrie Connelly's Merrill Lynch Experience 1995 - 1998
Job Accounting Professional
Industry Accounting
Experience
Northampton Landscaping, Inc. 1999 - Present
Signature Captive Solutions, LLC 2012 - 2013
Advance Finishers, Inc. 1999 - 2002
Merrill Lynch 1995 - 1998
Caxton Associates 1988 - 1995
Merrill Lynch 1986 - 1988
Skills
Financial Reporting
Education
La Salle University 1990 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1982 — 1986
Bachelor's Degree, Accounting and Finance
Northampton Landscaping, Inc. 1999 - Present
Signature Captive Solutions, LLC 2012 - 2013
Advance Finishers, Inc. 1999 - 2002
Merrill Lynch 1995 - 1998
Caxton Associates 1988 - 1995
Merrill Lynch 1986 - 1988
Skills
Financial Reporting
Education
La Salle University 1990 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1982 — 1986
Bachelor's Degree, Accounting and Finance
Stephanie Litfin Stephanie Litfin's Merrill Lynch Experience 1984 - 1986
Job Office Manager at Founders Equity
Industry Investment Banking
Experience
Founders Equity January 2011 - Present
Houlihan Lokey August 2008 - September 2010
SK Capital Partners 2010 - 2010
UBS Investment Bank November 2000 - February 2008
PaineWebber April 1997 - November 2000
Prudential Securities, Inc March 1986 - April 1997
Merrill Lynch 1984 - 1986
EF Hutton 1981 - 1983
Skills
Banking
Education
Kingsborough Community College 1979 — 1981
Associates, Early Childhood Education
FDR High School 1976 — 1979
Montauk Junior High School
Founders Equity January 2011 - Present
Houlihan Lokey August 2008 - September 2010
SK Capital Partners 2010 - 2010
UBS Investment Bank November 2000 - February 2008
PaineWebber April 1997 - November 2000
Prudential Securities, Inc March 1986 - April 1997
Merrill Lynch 1984 - 1986
EF Hutton 1981 - 1983
Skills
Banking
Education
Kingsborough Community College 1979 — 1981
Associates, Early Childhood Education
FDR High School 1976 — 1979
Montauk Junior High School
Rhoy Villamizar's Merrill Lynch Experience November 2014 - Present
Job Financial Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Citi July 2013 - December 2013
Total Rep Inc. June 2010 - June 2013
Beckman Coulter July 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Forecasting, Investments, Finance, Technical Analysis, Computers, Economics, Writing, Spanish-speaking, Securities, Options, Futures Trading, Risk Management, CRM, Trading, Equities, Derivatives, Banking, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Equity Trading, Investment Advisory, Financial Markets, Financial Advisory, 401k, Capital Markets, Philosophy
Education
Korea University 2014 — 2015
Bachelor of Business Administration (BBA), Economics, 3.5
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Economics, 3.2
Sun Yat-Sen University 2012 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics, 3.5
Merrill Lynch November 2014 - Present
Citi July 2013 - December 2013
Total Rep Inc. June 2010 - June 2013
Beckman Coulter July 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Forecasting, Investments, Finance, Technical Analysis, Computers, Economics, Writing, Spanish-speaking, Securities, Options, Futures Trading, Risk Management, CRM, Trading, Equities, Derivatives, Banking, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Equity Trading, Investment Advisory, Financial Markets, Financial Advisory, 401k, Capital Markets, Philosophy
Education
Korea University 2014 — 2015
Bachelor of Business Administration (BBA), Economics, 3.5
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Economics, 3.2
Sun Yat-Sen University 2012 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics, 3.5
Garrett Dean Garrett Dean's Merrill Lynch Experience June 2007 - August 2007
Job Associate Analyst Structured Securities (NonMortgage ABS) at Invesco Fixed Income
Industry Investment Management
Experience
Invesco July 2013 - Present
The Henry Fund January 2012 - December 2012
Ball May 2012 - August 2012
UnitedHealth Group September 2009 - July 2011
HSBC January 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Automated Professional Tax Services September 2006 - November 2006
Skills
Financial Modeling, Valuation, Portfolio Management, SPSS, Stata, Corporate Finance, Credit, Asset Managment, Forecasting, Microsoft Excel, Monte Carlo Simulation, Asset Management, Energy, FactSet, Bloomberg, Utility Industry, Pensions, Capital IQ, Risk Management, Intex Desktop, IntexCalc
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Investment Management
Knox College 2005 — 2009
BA, Economics
Invesco July 2013 - Present
The Henry Fund January 2012 - December 2012
Ball May 2012 - August 2012
UnitedHealth Group September 2009 - July 2011
HSBC January 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Automated Professional Tax Services September 2006 - November 2006
Skills
Financial Modeling, Valuation, Portfolio Management, SPSS, Stata, Corporate Finance, Credit, Asset Managment, Forecasting, Microsoft Excel, Monte Carlo Simulation, Asset Management, Energy, FactSet, Bloomberg, Utility Industry, Pensions, Capital IQ, Risk Management, Intex Desktop, IntexCalc
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Investment Management
Knox College 2005 — 2009
BA, Economics
Amber MK Choe Amber MK Choe's Merrill Lynch Experience January 2010 - March 2010
Job PR Student at University of Oregon
Industry Public Relations and Communications
Experience
University of Oregon 2010 - Present
Woori Investment & Securities June 2010 - August 2010
Merrill Lynch January 2010 - March 2010
People for Successful Corean Reunification April 2009 - April 2009
Starbucks Coffee, Korea April 2006 - August 2007
Political Science Student Association, Kookmin University February 2006 - February 2007
Skills
Market Analysis, Final Cut Pro, Adobe..., Presenter, Investment Banking, Customer Relations, Analysis, Facebook, Social Media Marketing, Budgets, Social Networking, Social Media, Market Research, Media Relations, Advertising, PowerPoint, Customer Service
Education
University of Oregon 2010 — 2012
B.A Jornalism, Public Relations
Kookmin University 2006 — 2010
B.A., Political Science
University of California, Irvine 2007 — 2008
Certificate, Business Administration
University of Oregon 2010 - Present
Woori Investment & Securities June 2010 - August 2010
Merrill Lynch January 2010 - March 2010
People for Successful Corean Reunification April 2009 - April 2009
Starbucks Coffee, Korea April 2006 - August 2007
Political Science Student Association, Kookmin University February 2006 - February 2007
Skills
Market Analysis, Final Cut Pro, Adobe..., Presenter, Investment Banking, Customer Relations, Analysis, Facebook, Social Media Marketing, Budgets, Social Networking, Social Media, Market Research, Media Relations, Advertising, PowerPoint, Customer Service
Education
University of Oregon 2010 — 2012
B.A Jornalism, Public Relations
Kookmin University 2006 — 2010
B.A., Political Science
University of California, Irvine 2007 — 2008
Certificate, Business Administration
Lars Larsen Lars Larsen's Merrill Lynch Experience June 1983 - July 1986
Job Hiring Payroll Field Sales Managers. Let's talk: signing bonus, 25% residuals, equity...and no mandatory office hours!
Industry Financial Services
Experience
Heartland Payment Systems August 2015 - Present
Paychex March 2011 - August 2015
Paychex January 2002 - August 2015
Slomin's Security March 2000 - December 2002
Cooperative Communications March 1995 - March 2000
Perrier Group February 1991 - March 1995
Russ Berrie July 1986 - February 1991
Merrill Lynch June 1983 - July 1986
Skills
Cold Calling, Leadership, Sales Operations, Management, Salesforce.com, Sales Process, Solution Selling, Direct Sales, Account Management, B2B, Selling, Sales Presentations, SaaS, Sales Management, New Business Development, Sales, Lead Generation, CRM, Enterprise Software, Networking, Recruiting, Training
Education
Kutztown University of Pennsylvania 1979 — 1983
B.S. Business Administration, Marketing
Northern Highlands Regional High School 1975 — 1979
Heartland Payment Systems August 2015 - Present
Paychex March 2011 - August 2015
Paychex January 2002 - August 2015
Slomin's Security March 2000 - December 2002
Cooperative Communications March 1995 - March 2000
Perrier Group February 1991 - March 1995
Russ Berrie July 1986 - February 1991
Merrill Lynch June 1983 - July 1986
Skills
Cold Calling, Leadership, Sales Operations, Management, Salesforce.com, Sales Process, Solution Selling, Direct Sales, Account Management, B2B, Selling, Sales Presentations, SaaS, Sales Management, New Business Development, Sales, Lead Generation, CRM, Enterprise Software, Networking, Recruiting, Training
Education
Kutztown University of Pennsylvania 1979 — 1983
B.S. Business Administration, Marketing
Northern Highlands Regional High School 1975 — 1979
Julia Ganser Julia Ganser's Merrill Lynch Experience 1999 - 2008
Job Comp. analyst at RR Donnelley
Industry Information Technology and Services
Experience
RR Donnelley July 2008 - Present
Merrill Lynch 1999 - 2008
Medco July 1997 - May 1999
Skills
CICS, COBOL, VSAM, JCL, TSO, Fileaid, ISPF, DB2, SQL, Endeavor, Easytrieve, Mainframe, MessagePoint, MessageDoc
Education
Kyiv Engineering Technical Institute 1989 — 1993
BS, Computer science
RR Donnelley July 2008 - Present
Merrill Lynch 1999 - 2008
Medco July 1997 - May 1999
Skills
CICS, COBOL, VSAM, JCL, TSO, Fileaid, ISPF, DB2, SQL, Endeavor, Easytrieve, Mainframe, MessagePoint, MessageDoc
Education
Kyiv Engineering Technical Institute 1989 — 1993
BS, Computer science
Wendy Wilson-Brown's Merrill Lynch Experience June 2007 - June 2009
Job Executive Administrative Assistant
Industry Banking
Experience
PNC January 2015 - Present
Bank of America March 2012 - June 2014
Bank of America June 2009 - March 2012
Merrill Lynch June 2007 - June 2009
New York Board of Fire Underwriters September 2005 - June 2007
Citi May 2004 - September 2005
Skills
Administrative..., Calendaring, Microsoft Excel, Outlook, Customer Service, Office Management, Microsoft Word, Data Entry, Office Administration, Event Planning, Travel Arrangements, Confidentiality, Expenses, PowerPoint, Calendars, Administration, Concur, Time Management, Expense Reports, Fax, Executive Support, Visio, Internet Explorer, Spreadsheets, Fundraising, Microsoft Office, Teamwork, Lotus Notes, Administrative...
Education
Ramkkissooon School of Business 1986 — 1988
Certificate in Business Administration, Business Administration
Kingsborough Community College
Major in Business Administration
PNC January 2015 - Present
Bank of America March 2012 - June 2014
Bank of America June 2009 - March 2012
Merrill Lynch June 2007 - June 2009
New York Board of Fire Underwriters September 2005 - June 2007
Citi May 2004 - September 2005
Skills
Administrative..., Calendaring, Microsoft Excel, Outlook, Customer Service, Office Management, Microsoft Word, Data Entry, Office Administration, Event Planning, Travel Arrangements, Confidentiality, Expenses, PowerPoint, Calendars, Administration, Concur, Time Management, Expense Reports, Fax, Executive Support, Visio, Internet Explorer, Spreadsheets, Fundraising, Microsoft Office, Teamwork, Lotus Notes, Administrative...
Education
Ramkkissooon School of Business 1986 — 1988
Certificate in Business Administration, Business Administration
Kingsborough Community College
Major in Business Administration
Roman Zhitnitskiy Roman Zhitnitskiy's Merrill Lynch Experience 2010 - Present
Job Senior Software Developer, Merrill Lynch
Industry Telecommunications
Experience
Merrill Lynch 2010 - Present
RMZH Computers February 2000 - Present
Anexinet July 2009 - December 2009
EMC April 2009 - July 2009
Venaca December 2007 - May 2009
SeaChange International November 2006 - December 2007
Thomson Scientific April 2005 - October 2006
Porch Digital, Inc October 2000 - March 2005
DCA Consulting September 1999 - September 2000
First USA Bank June 1999 - September 1999
Skills
Microsoft Technologies, C#, .NET, Visual C++, WCF, Microsoft workflow..., WF, ASP.NET, ASP.NET MVC, ASP.NET AJAX, AJAX, Security, Network Administration, Integration, Microsoft SQL Server, Software Development, Software Engineering, Agile Methodologies, Banking, SQL, Web Development, SDLC, Databases, XML
Education
Kyiv National University of Construction and Architecture 1988 — 1992
BS
Merrill Lynch 2010 - Present
RMZH Computers February 2000 - Present
Anexinet July 2009 - December 2009
EMC April 2009 - July 2009
Venaca December 2007 - May 2009
SeaChange International November 2006 - December 2007
Thomson Scientific April 2005 - October 2006
Porch Digital, Inc October 2000 - March 2005
DCA Consulting September 1999 - September 2000
First USA Bank June 1999 - September 1999
Skills
Microsoft Technologies, C#, .NET, Visual C++, WCF, Microsoft workflow..., WF, ASP.NET, ASP.NET MVC, ASP.NET AJAX, AJAX, Security, Network Administration, Integration, Microsoft SQL Server, Software Development, Software Engineering, Agile Methodologies, Banking, SQL, Web Development, SDLC, Databases, XML
Education
Kyiv National University of Construction and Architecture 1988 — 1992
BS
Dan Loftus, CFP®, CIMA® Dan Loftus, CFP®, CIMA®'s Merrill Lynch Experience December 2012 - Present
Job Vice President, Wealth Management Specialist
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Merrill Lynch January 2011 - November 2012
Merrill Lynch May 2009 - December 2010
Merrill Lynch December 2007 - April 2009
Merrill Lynch September 2004 - November 2007
Skills
Investments, Equities, Finance, Mutual Funds, Portfolio Management, Wealth, Asset Management, Alternative Investments, Financial Analysis, Financial Services, Investment Advisory, Investment Strategies
Education
La Salle University 2009 — 2010
MBA
University of Scranton 1999 — 2003
BS, Finance
Merrill Lynch December 2012 - Present
Merrill Lynch January 2011 - November 2012
Merrill Lynch May 2009 - December 2010
Merrill Lynch December 2007 - April 2009
Merrill Lynch September 2004 - November 2007
Skills
Investments, Equities, Finance, Mutual Funds, Portfolio Management, Wealth, Asset Management, Alternative Investments, Financial Analysis, Financial Services, Investment Advisory, Investment Strategies
Education
La Salle University 2009 — 2010
MBA
University of Scranton 1999 — 2003
BS, Finance
Gina Bernier Gina Bernier's Merrill Lynch Experience November 1994 - April 2001
Job Marketing Administration
Industry Pharmaceuticals
Experience
Novo Nordisk A/S October 2010 - Present
Direct Sales-MK Cosmetics May 2004 - September 2007
Johnson & Johnson May 2001 - July 2002
Merrill Lynch November 1994 - April 2001
NJ State Bar Association May 1992 - November 1994
Skills
Team Building, Human Resources, Project Management, Leadership, Pharmaceutical Industry, Business Strategy, Marketing, Recruiting, Microsoft Office, Marketing Coordinator
Education
Kutztown University of Pennsylvania 1988 — 1992
Bachelor's degree, Speech Communication and Rhetoric
Novo Nordisk A/S October 2010 - Present
Direct Sales-MK Cosmetics May 2004 - September 2007
Johnson & Johnson May 2001 - July 2002
Merrill Lynch November 1994 - April 2001
NJ State Bar Association May 1992 - November 1994
Skills
Team Building, Human Resources, Project Management, Leadership, Pharmaceutical Industry, Business Strategy, Marketing, Recruiting, Microsoft Office, Marketing Coordinator
Education
Kutztown University of Pennsylvania 1988 — 1992
Bachelor's degree, Speech Communication and Rhetoric
Joseph Pugliese's Merrill Lynch Experience July 2015 - Present
Job Associate Client Relationship Manager, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch May 2014 - Present
Merrill Lynch February 2007 - April 2014
Skills
Operations Management, Investments, Investment Banking, Alternative Investments, Mutual Funds, Equities, Fixed Income, Salesforce.com, Customer Service, Communication, Marketing, Sales, Portfolio Management, Spreadsheets, Microsoft Excel, Microsoft Office, Analytics, Teamwork, Team Leadership, Business Relationship..., 401k, 401k Rollovers, SEP IRA, IRAs, Roth IRA, Cash Management, Money Market, Managed Money, Fixed Annuities, Variable Annuities, Life Insurance, Investment Management, Series 7, Management, Wealth Management
Education
Kutztown University of Pennsylvania 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Raritan Valley Community College 2001 — 2004
Associate of Science (AS), Business Administration and Management, General
Merrill Lynch July 2015 - Present
Merrill Lynch May 2014 - Present
Merrill Lynch February 2007 - April 2014
Skills
Operations Management, Investments, Investment Banking, Alternative Investments, Mutual Funds, Equities, Fixed Income, Salesforce.com, Customer Service, Communication, Marketing, Sales, Portfolio Management, Spreadsheets, Microsoft Excel, Microsoft Office, Analytics, Teamwork, Team Leadership, Business Relationship..., 401k, 401k Rollovers, SEP IRA, IRAs, Roth IRA, Cash Management, Money Market, Managed Money, Fixed Annuities, Variable Annuities, Life Insurance, Investment Management, Series 7, Management, Wealth Management
Education
Kutztown University of Pennsylvania 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Raritan Valley Community College 2001 — 2004
Associate of Science (AS), Business Administration and Management, General
Margarita Cruz Margarita Cruz's Merrill Lynch Experience July 2004 - March 2008
Job Client Service Associate
Industry Financial Services
Experience
Association Capital Resources March 2015 - Present
Association Capital Recovery April 2014 - March 2015
Deutsche Bank April 2009 - October 2013
Merrill Lynch July 2004 - March 2008
Merrill Lynch December 2002 - July 2004
Skills
Securities, Settlement, Trading, Fixed Income, Derivatives, Equities, Investment Banking, Capital Markets, Bloomberg, FX Options, Financial Markets, Back Office, Middle Office, Financial Risk, Hedge Funds, Financial Services, Mutual Funds, Options
Education
Kingsborough Community College
Associate of Arts in Business Management, Business, Management, Marketing, and Related Support Services
St. Peter's College
Association Capital Resources March 2015 - Present
Association Capital Recovery April 2014 - March 2015
Deutsche Bank April 2009 - October 2013
Merrill Lynch July 2004 - March 2008
Merrill Lynch December 2002 - July 2004
Skills
Securities, Settlement, Trading, Fixed Income, Derivatives, Equities, Investment Banking, Capital Markets, Bloomberg, FX Options, Financial Markets, Back Office, Middle Office, Financial Risk, Hedge Funds, Financial Services, Mutual Funds, Options
Education
Kingsborough Community College
Associate of Arts in Business Management, Business, Management, Marketing, and Related Support Services
St. Peter's College
Christine Vreeland, MBA Christine Vreeland, MBA's Merrill Lynch Experience 1998 - 2002
Job Senior Finance Professional, Director Financial Planning & Analysis, Project Manager
Industry Pharmaceuticals
Experience
Merck 2012 - 2015
Merck 2008 - 2012
Merck 2007 - 2008
Merck 2005 - 2007
ETS 2002 - 2005
Rhodia 2003 - 2003
Merrill Lynch 1998 - 2002
Merrill Lynch 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Financial Analysis, Forecasting, Budgets, SAP, Project Management, Process Improvement, Finance, Variance Analysis, Strategic Financial..., Business Planning, Cross-functional Team..., Financial Planning, Financial Reporting, Management, Analysis, Long Range Planning, Six Sigma, Business Integration, Leadership, Budgeting, Cost Savings, Strategy, Internal Controls, Business Analysis, Pharmaceutical Industry, Healthcare
Education
Villanova University 2013 — 2013
Certificate, Mastering Project Management
Villanova University 2013 — 2013
Certificate, Essentials of Project Management
La Salle University 1995 — 1999
Masters, Business Administration
Penn State University 1988 — 1992
Bachelor of Science, Finance
Merck 2012 - 2015
Merck 2008 - 2012
Merck 2007 - 2008
Merck 2005 - 2007
ETS 2002 - 2005
Rhodia 2003 - 2003
Merrill Lynch 1998 - 2002
Merrill Lynch 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Financial Analysis, Forecasting, Budgets, SAP, Project Management, Process Improvement, Finance, Variance Analysis, Strategic Financial..., Business Planning, Cross-functional Team..., Financial Planning, Financial Reporting, Management, Analysis, Long Range Planning, Six Sigma, Business Integration, Leadership, Budgeting, Cost Savings, Strategy, Internal Controls, Business Analysis, Pharmaceutical Industry, Healthcare
Education
Villanova University 2013 — 2013
Certificate, Mastering Project Management
Villanova University 2013 — 2013
Certificate, Essentials of Project Management
La Salle University 1995 — 1999
Masters, Business Administration
Penn State University 1988 — 1992
Bachelor of Science, Finance
Michele Bernhard's Merrill Lynch Experience 1998 - 1999
Job Instructional Designer/Educator
Industry Primary/Secondary Education
Experience
Hunterdon Central Regional High School September 2001 - Present
Hunterdon County Adult Education Commission 2003 - 2006
Hunterdon County ETTC 2002 - 2005
Flemington-Raritan Schools 2000 - 2001
Merrill Lynch 1998 - 1999
Merrill Lynch 1995 - 1997
Skills
Instructional Design, Instructional Technology, Adult Learning Theory, Camtasia, Audacity, Moodle, PowerPoint, Microsoft Word, Training & Development, Curriculum Design, Differentiated..., Curriculum Development, Educational Technology, Learner Analysis, Screencasting, Google Apps, Microsoft Excel, Prezi, WordPress, ADDIE, Adult Education
Education
Walden University 2013 — 2015
Master's degree, Instructional Design and Technology, A
Kutztown University of Pennsylvania 1989 — 1992
Bachelor of Science (B.S.), Education
Hunterdon Central Regional High School September 2001 - Present
Hunterdon County Adult Education Commission 2003 - 2006
Hunterdon County ETTC 2002 - 2005
Flemington-Raritan Schools 2000 - 2001
Merrill Lynch 1998 - 1999
Merrill Lynch 1995 - 1997
Skills
Instructional Design, Instructional Technology, Adult Learning Theory, Camtasia, Audacity, Moodle, PowerPoint, Microsoft Word, Training & Development, Curriculum Design, Differentiated..., Curriculum Development, Educational Technology, Learner Analysis, Screencasting, Google Apps, Microsoft Excel, Prezi, WordPress, ADDIE, Adult Education
Education
Walden University 2013 — 2015
Master's degree, Instructional Design and Technology, A
Kutztown University of Pennsylvania 1989 — 1992
Bachelor of Science (B.S.), Education
Peter Horos Peter Horos's Merrill Lynch Experience August 2009 - July 2012
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2012 - Present
Merrill Lynch August 2009 - July 2012
Merrill Lynch August 2007 - August 2009
Maximus Advisors May 2006 - August 2006
Skills
Fixed Income, Financial Modeling, Financial Analysis, Finance, Equities, Asset Management, Mutual Funds, Portfolio Management, Investments, Series 7
Education
The University of Chicago Booth School of Business 2012 — 2015
Villanova University 2003 — 2007
BA, Economics
London School of Economics and Political Science 2006 — 2006
Economics
University of Copenhagen 2006 — 2006
Economics
Goldman Sachs July 2012 - Present
Merrill Lynch August 2009 - July 2012
Merrill Lynch August 2007 - August 2009
Maximus Advisors May 2006 - August 2006
Skills
Fixed Income, Financial Modeling, Financial Analysis, Finance, Equities, Asset Management, Mutual Funds, Portfolio Management, Investments, Series 7
Education
The University of Chicago Booth School of Business 2012 — 2015
Villanova University 2003 — 2007
BA, Economics
London School of Economics and Political Science 2006 — 2006
Economics
University of Copenhagen 2006 — 2006
Economics
Christopher Brondi Christopher Brondi's Merrill Lynch Experience January 1997 - May 2005
Job Christopher Brondi Corporate Real Estate Finance
Industry Commercial Real Estate
Experience
In Transition April 2012 - Present
AIG December 2012 - August 2013
CIT August 2011 - March 2012
ADP December 2009 - March 2011
Credit Suisse May 2005 - February 2009
Merrill Lynch January 1997 - May 2005
O'Connor Capital Partners March 1989 - January 1997
Solow Realty March 1988 - March 1989
Weichert November 1985 - March 1988
Berdon LLP October 1983 - October 1985
Skills
Management Accounting, Capital Budgeting, Budget Process, Operating Budgets, Sarbanes-Oxley, Process Improvement, Cross-functional Team..., Lease Administration, Lease Accounting, Financial Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1994 — 2000
MBA, Finance
La Salle University 1975 — 1980
BS, Accounting
River Dell Regional 1971 — 1975
In Transition April 2012 - Present
AIG December 2012 - August 2013
CIT August 2011 - March 2012
ADP December 2009 - March 2011
Credit Suisse May 2005 - February 2009
Merrill Lynch January 1997 - May 2005
O'Connor Capital Partners March 1989 - January 1997
Solow Realty March 1988 - March 1989
Weichert November 1985 - March 1988
Berdon LLP October 1983 - October 1985
Skills
Management Accounting, Capital Budgeting, Budget Process, Operating Budgets, Sarbanes-Oxley, Process Improvement, Cross-functional Team..., Lease Administration, Lease Accounting, Financial Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1994 — 2000
MBA, Finance
La Salle University 1975 — 1980
BS, Accounting
River Dell Regional 1971 — 1975
Mairobi Luzon's Merrill Lynch Experience May 2013 - Present
Job GWIM Senior Operations Analyst
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Kingdom First Mortgage June 2012 - December 2012
Liquid Church April 2012 - June 2012
Beautiful Feet Tour May 2010 - December 2010
Glamour Shots January 2010 - June 2010
Kiddie Kandids August 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, English, Microsoft Office, Higher Education, Teaching, Editing, Community Outreach, Fundraising, Nonprofits, Leadership Development, Program Development, Training, Management
Education
Fairleigh Dickinson University-Metropolitan Campus 2015 — 2017
Master's Degree, Public Administration
Pillar College 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
North Park University 2008 — 2009
Kuyper College 2007 — 2008
Merrill Lynch May 2013 - Present
Kingdom First Mortgage June 2012 - December 2012
Liquid Church April 2012 - June 2012
Beautiful Feet Tour May 2010 - December 2010
Glamour Shots January 2010 - June 2010
Kiddie Kandids August 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, English, Microsoft Office, Higher Education, Teaching, Editing, Community Outreach, Fundraising, Nonprofits, Leadership Development, Program Development, Training, Management
Education
Fairleigh Dickinson University-Metropolitan Campus 2015 — 2017
Master's Degree, Public Administration
Pillar College 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
North Park University 2008 — 2009
Kuyper College 2007 — 2008
Patrick Golden Patrick Golden's Merrill Lynch Experience July 2006 - January 2009
Job Project Manager Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
JPMorgan Chase June 2011 - May 2015
Barclays Investment Bank July 2009 - June 2011
Merrill Lynch July 2006 - January 2009
Skills
Series 7, Series 63, Summit, Markitwire, Bloomberg Terminal, Microsoft Excel, Project Management, Risk Management, PnL Management, Nostro Reconciliation, Dodd-Frank, Front Office Support, Interest Rate..., Exotic Derivatives, Inflation Swaps, SharePoint
Education
The Citadel 2002 — 2005
BS, Business Administration and Management, General
Kutztown University of Pennsylvania 2001 — 2002
Goldman Sachs May 2015 - Present
JPMorgan Chase June 2011 - May 2015
Barclays Investment Bank July 2009 - June 2011
Merrill Lynch July 2006 - January 2009
Skills
Series 7, Series 63, Summit, Markitwire, Bloomberg Terminal, Microsoft Excel, Project Management, Risk Management, PnL Management, Nostro Reconciliation, Dodd-Frank, Front Office Support, Interest Rate..., Exotic Derivatives, Inflation Swaps, SharePoint
Education
The Citadel 2002 — 2005
BS, Business Administration and Management, General
Kutztown University of Pennsylvania 2001 — 2002
Matthew Rushwick Matthew Rushwick's Merrill Lynch Experience August 2011 - December 2011
Job Project Manager at Philadelphia Sign Company
Industry Sports
Experience
Philadelphia Sign Company November 2012 - Present
Mental Edge Athletics LLC January 2011 - Present
Merrill Lynch August 2011 - December 2011
Education
Kutztown University of Pennsylvania 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Philadelphia Sign Company November 2012 - Present
Mental Edge Athletics LLC January 2011 - Present
Merrill Lynch August 2011 - December 2011
Education
Kutztown University of Pennsylvania 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Danielle Binder (Kinder) Danielle Binder (Kinder)'s Merrill Lynch Experience December 2010 - November 2011
Job Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
Merrill Lynch December 2010 - November 2011
Merrill Lynch August 2010 - December 2010
Johnson & Johnson May 2009 - January 2010
Sovereign Bank May 2007 - August 2007
Skills
Retirement Services, Reporting & Analysis, Project Management, International Business, Metrics, Financial Analysis, Business Analysis, Technology Solutions, Retirement, Leadership, Cross-functional Team..., Analysis, Strategy, Management
Education
La Salle University 2012 — 2014
Master of Business Administration (M.B.A.), Management and International Business
Penn State University 2006 — 2010
BS in Finance, International Business and Italian
TIAA-CREF February 2012 - Present
Merrill Lynch December 2010 - November 2011
Merrill Lynch August 2010 - December 2010
Johnson & Johnson May 2009 - January 2010
Sovereign Bank May 2007 - August 2007
Skills
Retirement Services, Reporting & Analysis, Project Management, International Business, Metrics, Financial Analysis, Business Analysis, Technology Solutions, Retirement, Leadership, Cross-functional Team..., Analysis, Strategy, Management
Education
La Salle University 2012 — 2014
Master of Business Administration (M.B.A.), Management and International Business
Penn State University 2006 — 2010
BS in Finance, International Business and Italian
Genevieve Lyra Swift Genevieve Lyra Swift's Merrill Lynch Experience March 2000 - August 2001
Job Student Life at Community College of Denver
Industry Higher Education
Experience
Home January 2012 - Present
Community College of Denver September 2010 - January 2012
Community College of Denver April 2009 - June 2010
Jefferson County Workforce Center May 2009 - September 2009
LeaderQuest June 2009 - August 2009
GHP Horwath, PC September 2006 - February 2009
Valor Equity Partners: CCTF & CWTA June 2005 - September 2006
Clifton Gunderson LLP 2001 - 2005
Merrill Lynch March 2000 - August 2001
Jones Beach Lifeguard Corps 1995 - 1998
Skills
Office Management, Employee Training, Staff Development, Employee Benefits, Resume Writing, Leadership Development, Recruiting, Career Development, Employee Relations, Organizational..., Training, Career Counseling, Coaching, Human Resources, Public Speaking, Workshop Facilitation, Leadership, Talent Management, Non-profits, Event Planning, Performance Management, Personnel Management, Interviews, Management, Nonprofits, Program Management
Education
Union College 1995 — 1999
BA, Visual Arts and Psychology
Københavns Universitet 1997 — 1997
DiS: Danish Institute for Study Abroad
Home January 2012 - Present
Community College of Denver September 2010 - January 2012
Community College of Denver April 2009 - June 2010
Jefferson County Workforce Center May 2009 - September 2009
LeaderQuest June 2009 - August 2009
GHP Horwath, PC September 2006 - February 2009
Valor Equity Partners: CCTF & CWTA June 2005 - September 2006
Clifton Gunderson LLP 2001 - 2005
Merrill Lynch March 2000 - August 2001
Jones Beach Lifeguard Corps 1995 - 1998
Skills
Office Management, Employee Training, Staff Development, Employee Benefits, Resume Writing, Leadership Development, Recruiting, Career Development, Employee Relations, Organizational..., Training, Career Counseling, Coaching, Human Resources, Public Speaking, Workshop Facilitation, Leadership, Talent Management, Non-profits, Event Planning, Performance Management, Personnel Management, Interviews, Management, Nonprofits, Program Management
Education
Union College 1995 — 1999
BA, Visual Arts and Psychology
Københavns Universitet 1997 — 1997
DiS: Danish Institute for Study Abroad
Chuck Sarosi's Merrill Lynch Experience May 1995 - September 1995
Job Director, Channel Business Development, Branded Solutions | National Accounts at Starbucks
Industry Food & Beverages
Experience
Starbucks November 2011 - Present
Starbucks Coffee Company July 2008 - November 2011
Starbucks Coffee Company March 2007 - July 2008
Starbucks Coffee Company March 2003 - March 2007
Starbucks Coffee Company March 2000 - March 2003
Starbucks March 1998 - March 2000
Starbucks Coffee Company March 1996 - March 1998
Stewart Enterprises December 1995 - March 1996
Merrill Lynch May 1995 - September 1995
Skills
Strategic Planning, National Accounts, Sales Operations, Account Management, Team Building, Consumer Products, Franchising, P&L Responsibility, Team Leadership, Food & Beverage, Business Development, Lodging, Beverage Industry, Contract Negotiation, Consulting, Organizational Design, Situational Leadership, Succession Planning, Food Service, Specialty Coffee, Annual Planning, Leading Meetings, Performance Management, Sales Management, Hospitality, Innovator, Retail, Income Statement, B2B, Leadership, Strategy, Time Management, Customer Satisfaction, P&L Management, Management, Strategic Partnerships, Training, Selling, Inventory Management, Customer Retention, P&L, Sales, Social Impact, Catering
Education
Kutztown University of Pennsylvania 1991 — 1995
BSBA, Management & Marketing
Starbucks November 2011 - Present
Starbucks Coffee Company July 2008 - November 2011
Starbucks Coffee Company March 2007 - July 2008
Starbucks Coffee Company March 2003 - March 2007
Starbucks Coffee Company March 2000 - March 2003
Starbucks March 1998 - March 2000
Starbucks Coffee Company March 1996 - March 1998
Stewart Enterprises December 1995 - March 1996
Merrill Lynch May 1995 - September 1995
Skills
Strategic Planning, National Accounts, Sales Operations, Account Management, Team Building, Consumer Products, Franchising, P&L Responsibility, Team Leadership, Food & Beverage, Business Development, Lodging, Beverage Industry, Contract Negotiation, Consulting, Organizational Design, Situational Leadership, Succession Planning, Food Service, Specialty Coffee, Annual Planning, Leading Meetings, Performance Management, Sales Management, Hospitality, Innovator, Retail, Income Statement, B2B, Leadership, Strategy, Time Management, Customer Satisfaction, P&L Management, Management, Strategic Partnerships, Training, Selling, Inventory Management, Customer Retention, P&L, Sales, Social Impact, Catering
Education
Kutztown University of Pennsylvania 1991 — 1995
BSBA, Management & Marketing
Vannessa Herman Vannessa Herman's Merrill Lynch Experience May 2007 - August 2007
Job Assistant Product Merchandiser at Nordstrom Product Group
Industry Retail
Experience
Nordstrom Product Group October 2013 - Present
Nordstrom Product Group May 2012 - October 2013
Nordstrom Product Group September 2011 - May 2012
Nordstrom Direct April 2010 - May 2012
Nordstrom Direct October 2009 - May 2012
Nordstrom Direct September 2010 - August 2011
University of Iowa October 2009 - March 2010
Tanger Outlet Centers May 2008 - September 2009
Merrill Lynch May 2007 - August 2007
Skills
Marketing, CRM, Management, Sales, Strategy, Retail, Advertising, Market Research, Customer Service, Analysis, Public Relations, Selling, Negotiation, Forecasting, Product Development, Quality Assurance, Event Planning, Merchandising, Microsoft Excel, Social Media
Education
University of Iowa 2005 — 2009
B.B.A. Marketing, B.A. Health and Sports Studies
Kirkwood Community College 2006 — 2006
State of Iowa Coaching Authorization Certificate
Nordstrom Product Group October 2013 - Present
Nordstrom Product Group May 2012 - October 2013
Nordstrom Product Group September 2011 - May 2012
Nordstrom Direct April 2010 - May 2012
Nordstrom Direct October 2009 - May 2012
Nordstrom Direct September 2010 - August 2011
University of Iowa October 2009 - March 2010
Tanger Outlet Centers May 2008 - September 2009
Merrill Lynch May 2007 - August 2007
Skills
Marketing, CRM, Management, Sales, Strategy, Retail, Advertising, Market Research, Customer Service, Analysis, Public Relations, Selling, Negotiation, Forecasting, Product Development, Quality Assurance, Event Planning, Merchandising, Microsoft Excel, Social Media
Education
University of Iowa 2005 — 2009
B.B.A. Marketing, B.A. Health and Sports Studies
Kirkwood Community College 2006 — 2006
State of Iowa Coaching Authorization Certificate
Jasen Esposito Jasen Esposito's Merrill Lynch Experience July 2007 - March 2008
Job Vice President Go Big Recruiting
Industry Sports
Experience
Go Big Recruiting March 2008 - Present
Berks Catholic High School June 2011 - Present
Merrill Lynch July 2007 - March 2008
Buffalo Bills January 2003 - January 2006
New England Patriots April 2003 - August 2003
Skills
Financial Services, Financial Analysis, Analytics, Salesforce.com, Financial Modeling, Sports, Cold Calling, Email Marketing, Social Media Marketing, Coaching, Sales, Marketing, Customer Service, Public Speaking, Event Planning, Fundraising, Leadership
Education
Kutztown University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Go Big Recruiting March 2008 - Present
Berks Catholic High School June 2011 - Present
Merrill Lynch July 2007 - March 2008
Buffalo Bills January 2003 - January 2006
New England Patriots April 2003 - August 2003
Skills
Financial Services, Financial Analysis, Analytics, Salesforce.com, Financial Modeling, Sports, Cold Calling, Email Marketing, Social Media Marketing, Coaching, Sales, Marketing, Customer Service, Public Speaking, Event Planning, Fundraising, Leadership
Education
Kutztown University of Pennsylvania 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Philip Gilligan's Merrill Lynch Experience May 2001 - October 2002
Job Head of Innovation & Americas Regional CIO, Group Technology & Operations
Industry Information Technology and Services
Experience
Deutsche Bank February 2014 - Present
StreetScale IT Group LLC April 2013 - February 2014
UBS November 2010 - June 2012
ICAP Group Plc July 2007 - August 2010
ICAP Group Plc June 2006 - June 2007
EBS Dealing Resources Inc July 2004 - July 2006
EBS Dealing Resources Inc October 2002 - July 2004
Merrill Lynch May 2001 - October 2002
Merrill Lynch June 1993 - April 2000
Dunn & Bradstreet (Moodys Investors Service) December 1990 - June 1993
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Electronic Trading, SDLC, Program Management, Trading, Fixed Income, Hedge Funds, Equities, Trading Systems, Management, Leadership, FX Options, Portfolio Management, IT Management, Market Data, People Skills, Financial Markets, Governance, Strategy, Business Analysis, Executive Management, Risk Management, Product Management, Outsourcing, Financial Services, Investments, PMO, Options, Project Portfolio..., Derivatives, Human Relationship
Education
King's College London, U. of London 1981 — 1985
BSc, Zoology
University of Southampton 1985 — 1986
MSc, Biological Oceanography
Deutsche Bank February 2014 - Present
StreetScale IT Group LLC April 2013 - February 2014
UBS November 2010 - June 2012
ICAP Group Plc July 2007 - August 2010
ICAP Group Plc June 2006 - June 2007
EBS Dealing Resources Inc July 2004 - July 2006
EBS Dealing Resources Inc October 2002 - July 2004
Merrill Lynch May 2001 - October 2002
Merrill Lynch June 1993 - April 2000
Dunn & Bradstreet (Moodys Investors Service) December 1990 - June 1993
Skills
IT Strategy, Enterprise Architecture, Vendor Management, Electronic Trading, SDLC, Program Management, Trading, Fixed Income, Hedge Funds, Equities, Trading Systems, Management, Leadership, FX Options, Portfolio Management, IT Management, Market Data, People Skills, Financial Markets, Governance, Strategy, Business Analysis, Executive Management, Risk Management, Product Management, Outsourcing, Financial Services, Investments, PMO, Options, Project Portfolio..., Derivatives, Human Relationship
Education
King's College London, U. of London 1981 — 1985
BSc, Zoology
University of Southampton 1985 — 1986
MSc, Biological Oceanography
Rob Sims's Merrill Lynch Experience February 2002 - November 2006
Job Communications Professional Focused on Life Science Learning Technology
Industry Computer Software
Experience
UL November 2008 - Present
Kaplan EduNeering November 2006 - November 2008
Merrill Lynch February 2002 - November 2006
Dow Jones 1998 - 2001
BIOSIS February 1993 - December 1995
Skylight Systems 1990 - 1993
Skills
Integrated Marketing, Pharmaceutics, Publishing, Marketing Communications, Marketing, Corporate Communications, Strategic Communications, Advertising, Medical Devices, Insurance, CRM, Graphic Design, Newsletters, Lead Generation, B2B, Leadership, Sales, Strategic Planning, Internal Communications, Strategic Partnerships, Marketing Strategy, Management, Competitive Analysis, Selling, Salesforce.com, Strategy, Trade Shows, Direct Marketing, Product Launch, Product Marketing, Direct Mail, Marketing Management, Online Marketing, Cross-functional Team...
Education
La Salle University 1998 — 2001
MA
Penn State University 1982 — 1986
BA
UL November 2008 - Present
Kaplan EduNeering November 2006 - November 2008
Merrill Lynch February 2002 - November 2006
Dow Jones 1998 - 2001
BIOSIS February 1993 - December 1995
Skylight Systems 1990 - 1993
Skills
Integrated Marketing, Pharmaceutics, Publishing, Marketing Communications, Marketing, Corporate Communications, Strategic Communications, Advertising, Medical Devices, Insurance, CRM, Graphic Design, Newsletters, Lead Generation, B2B, Leadership, Sales, Strategic Planning, Internal Communications, Strategic Partnerships, Marketing Strategy, Management, Competitive Analysis, Selling, Salesforce.com, Strategy, Trade Shows, Direct Marketing, Product Launch, Product Marketing, Direct Mail, Marketing Management, Online Marketing, Cross-functional Team...
Education
La Salle University 1998 — 2001
MA
Penn State University 1982 — 1986
BA
Chris Hinman's Merrill Lynch Experience August 2009 - Present
Job VP Business Analysis Global Wealth & Investment Management at Bank of America at Merrill Lynch
Industry Information Services
Experience
Merrill Lynch August 2009 - Present
Dun & Bradstreet December 2008 - August 2009
Merrill Lynch April 2007 - December 2008
Merrill Lynch July 2004 - April 2007
Merrill Lynch Trust Company February 2003 - July 2004
Merrill Lynch July 2001 - February 2003
Merrill Lynch July 1998 - July 2001
Education
La Salle University 1988 — 1992
Finance
Merrill Lynch August 2009 - Present
Dun & Bradstreet December 2008 - August 2009
Merrill Lynch April 2007 - December 2008
Merrill Lynch July 2004 - April 2007
Merrill Lynch Trust Company February 2003 - July 2004
Merrill Lynch July 2001 - February 2003
Merrill Lynch July 1998 - July 2001
Education
La Salle University 1988 — 1992
Finance
Sreenivas Nandi's Merrill Lynch Experience December 2004 - June 2005
Job President at Colsh Consultants
Industry Information Technology and Services
Experience
colsh.com January 2008 - Present
Enterprise Solution Providers April 2006 - December 2007
Credit Suisse April 2006 - October 2007
Bank of New York Mellon July 2005 - March 2006
Merrill Lynch December 2004 - June 2005
Bear Stearns November 2003 - December 2004
AT&T December 2000 - November 2003
Skills
SDLC, SSRS, SSIS, SOA, .NET
Education
Koneru Lakshmaiah College of Engineering 1988 — 1992
B.Tech, Mechanical Engineering
Andhra Loyola College 1985 — 1987
Intermediate, MPC
colsh.com January 2008 - Present
Enterprise Solution Providers April 2006 - December 2007
Credit Suisse April 2006 - October 2007
Bank of New York Mellon July 2005 - March 2006
Merrill Lynch December 2004 - June 2005
Bear Stearns November 2003 - December 2004
AT&T December 2000 - November 2003
Skills
SDLC, SSRS, SSIS, SOA, .NET
Education
Koneru Lakshmaiah College of Engineering 1988 — 1992
B.Tech, Mechanical Engineering
Andhra Loyola College 1985 — 1987
Intermediate, MPC
Brock Noel's Merrill Lynch Experience 1998 - 2000
Job Managing Director, Midwest Region, Field Consulting Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2010 - Present
TIAA-CREF November 2006 - September 2010
Merrill Lynch 1998 - 2000
Skills
Series 7, Retirement Planning, Series 63, Financial Services, Retirement, Relationship Management
Education
Knox College 1994 — 1998
Bachelor of Arts (B.A.), Biology & Economics
Grinnell High School 1990 — 1994
TIAA-CREF October 2010 - Present
TIAA-CREF November 2006 - September 2010
Merrill Lynch 1998 - 2000
Skills
Series 7, Retirement Planning, Series 63, Financial Services, Retirement, Relationship Management
Education
Knox College 1994 — 1998
Bachelor of Arts (B.A.), Biology & Economics
Grinnell High School 1990 — 1994
Marc Savini's Merrill Lynch Experience 1987 - 1995
Job COO at Panamax Capital
Industry Financial Services
Experience
Panamax Capital 2011 - Present
Bank of Montreal 2010 - 2011
Pali Capital 2009 - 2010
Jones Trading February 2005 - January 2009
Goldman Sachs 1995 - 2004
Merrill Lynch 1987 - 1995
Skills
Capital Markets, Portfolio Management, Relationship Management, Investments, Investment Banking, Mergers & Acquisitions, Hedge Funds, Strategy, Trading, Strategic Planning, Equities, Securities, Risk Management, Asset Management, Financial Services, Capital Introduction, Investment Management, Strategic Partnerships, Series 7, Mutual Funds, Finance, CRM, Mergers, Alternative Investments, Valuation, Leadership, Private Equity, Sales, Real Estate, Fixed Income, Due Diligence, Asset Allocation, Entrepreneurship, Management, Financial Advisory
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Knox College 1981 — 1985
BA, Economics
Panamax Capital 2011 - Present
Bank of Montreal 2010 - 2011
Pali Capital 2009 - 2010
Jones Trading February 2005 - January 2009
Goldman Sachs 1995 - 2004
Merrill Lynch 1987 - 1995
Skills
Capital Markets, Portfolio Management, Relationship Management, Investments, Investment Banking, Mergers & Acquisitions, Hedge Funds, Strategy, Trading, Strategic Planning, Equities, Securities, Risk Management, Asset Management, Financial Services, Capital Introduction, Investment Management, Strategic Partnerships, Series 7, Mutual Funds, Finance, CRM, Mergers, Alternative Investments, Valuation, Leadership, Private Equity, Sales, Real Estate, Fixed Income, Due Diligence, Asset Allocation, Entrepreneurship, Management, Financial Advisory
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Knox College 1981 — 1985
BA, Economics
Brenda Andrzejewski's Merrill Lynch Experience June 2007 - Present
Job Assistant Vice President at Merrill Lynch
Industry Public Relations and Communications
Experience
Merrill Lynch June 2007 - Present
Sesame Place June 1999 - June 2007
The Greater Philadelphia Chamber of Commerce 2004 - 2005
Education
La Salle University 2005 — 2008
M.A., Communications
Rider University 1999 — 2003
B.A., Communications
Merrill Lynch June 2007 - Present
Sesame Place June 1999 - June 2007
The Greater Philadelphia Chamber of Commerce 2004 - 2005
Education
La Salle University 2005 — 2008
M.A., Communications
Rider University 1999 — 2003
B.A., Communications
Erhan Deniz's Merrill Lynch Experience May 2007 - August 2007
Job VP, Sr. Quantitative Finance Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Prudential Financial June 2009 - August 2015
Rutgers University September 2006 - January 2009
Merrill Lynch May 2007 - August 2007
Wyeth May 2005 - August 2005
Skills
Quantitative Finance, Operations Research, Interest Rate Models, Credit Risk, Stochastic Calculus, Fixed Income, Statistics, Monte Carlo Simulation, Matlab, VBA, C++, SAS, Data Mining, Machine Learning, Linear Algebra, Probabilistic Models, Portfolio Optimization, Econometrics, Data mining
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2009
PhD
Koç Üniversitesi 2002 — 2004
MS
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1998 — 2002
BS
Bank of America Merrill Lynch August 2015 - Present
Prudential Financial June 2009 - August 2015
Rutgers University September 2006 - January 2009
Merrill Lynch May 2007 - August 2007
Wyeth May 2005 - August 2005
Skills
Quantitative Finance, Operations Research, Interest Rate Models, Credit Risk, Stochastic Calculus, Fixed Income, Statistics, Monte Carlo Simulation, Matlab, VBA, C++, SAS, Data Mining, Machine Learning, Linear Algebra, Probabilistic Models, Portfolio Optimization, Econometrics, Data mining
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2009
PhD
Koç Üniversitesi 2002 — 2004
MS
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1998 — 2002
BS
Rajeev Mehta's Merrill Lynch Experience 2008 - 2010
Job Sr. VP Professional Services at Orion Systems Integrators,
Industry Computer Software
Experience
Orion Systems Integrators, March 2003 - Present
Merrill Lynch 2008 - 2010
KPMG 2003 - 2008
Trident Software 2001 - 2001
Madhuram infosys 1998 - 2000
IT Soft 1995 - 1998
Skills
Resource Management, Management, Vendor Management, Leadership, Business Development, Coaching, ASP.NET, Integration, C#, Software Development, Sales, SDLC, Team Management, Information Technology, CRM, .NET, SSRS, Requirements Analysis, Marketing, Sourcing, Networking, IIS, Microsoft SQL Server, Analysis, Web Services, SOA, IT Service Management, Solution Architecture, Professional Services, Software Project..., Business Intelligence
Education
L.D College of Engineering - Ahmedabad 1991 — 1995
Bachelor of Engineering, Mechanical Engineering
Orion Systems Integrators, March 2003 - Present
Merrill Lynch 2008 - 2010
KPMG 2003 - 2008
Trident Software 2001 - 2001
Madhuram infosys 1998 - 2000
IT Soft 1995 - 1998
Skills
Resource Management, Management, Vendor Management, Leadership, Business Development, Coaching, ASP.NET, Integration, C#, Software Development, Sales, SDLC, Team Management, Information Technology, CRM, .NET, SSRS, Requirements Analysis, Marketing, Sourcing, Networking, IIS, Microsoft SQL Server, Analysis, Web Services, SOA, IT Service Management, Solution Architecture, Professional Services, Software Project..., Business Intelligence
Education
L.D College of Engineering - Ahmedabad 1991 — 1995
Bachelor of Engineering, Mechanical Engineering
Rhea Restivo's Merrill Lynch Experience 1989 - 2004
Job Executive Assistant at BOA
Industry Financial Services
Experience
Bank of America July 2014 - Present
Barclays Capital October 2008 - Present
Lehman Brothers November 2006 - September 2008
Merrill Lynch 1989 - 2004
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Derivatives, Project Management, Vendor Management, Microsoft Excel, Asset Management, Financial Services, Portfolio Management, PowerPoint, Outlook, PeopleSoft
Education
Kingsborough Community College
Associate
Bank of America July 2014 - Present
Barclays Capital October 2008 - Present
Lehman Brothers November 2006 - September 2008
Merrill Lynch 1989 - 2004
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Derivatives, Project Management, Vendor Management, Microsoft Excel, Asset Management, Financial Services, Portfolio Management, PowerPoint, Outlook, PeopleSoft
Education
Kingsborough Community College
Associate
Marc Librizzi's Merrill Lynch Experience 1992 - 2000
Job CIO Asset Servicing and International Technology at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
BNY Mellon July 2011 - April 2013
BNY Mellon July 2000 - July 2011
Merrill Lynch 1992 - 2000
Merrill Lynch December 1994 - May 1997
Skills
Business Analysis, Integration, Business Intelligence, Change Management, Strategy, Project Portfolio..., Management, Leadership, Business Strategy, Strategic Planning, Software Development, Performance Management, Business Process..., Budgets, Information Technology, IT Strategy, Vendor Management, Training, SDLC, Disaster Recovery, IT Management, Risk Management, Managerial Finance, Business Continuity
Education
Rutgers University-New Brunswick 1985 — 1991
MBA, Information Technology
La Salle University 1980 — 1984
B.A., Public Administration / Finance
BNY Mellon April 2013 - Present
BNY Mellon July 2011 - April 2013
BNY Mellon July 2000 - July 2011
Merrill Lynch 1992 - 2000
Merrill Lynch December 1994 - May 1997
Skills
Business Analysis, Integration, Business Intelligence, Change Management, Strategy, Project Portfolio..., Management, Leadership, Business Strategy, Strategic Planning, Software Development, Performance Management, Business Process..., Budgets, Information Technology, IT Strategy, Vendor Management, Training, SDLC, Disaster Recovery, IT Management, Risk Management, Managerial Finance, Business Continuity
Education
Rutgers University-New Brunswick 1985 — 1991
MBA, Information Technology
La Salle University 1980 — 1984
B.A., Public Administration / Finance
Chandra Dyamangoudar's Merrill Lynch Experience 2006 - 2007
Job Director Testing and Quality Assurance at CareFirst BlueCross BlueShield
Industry Insurance
Experience
CareFirst BlueCross BlueShield March 2012 - Present
CareFirst BlueCross BlueShield May 2011 - February 2012
CareFirst BlueCross BlueShield September 2009 - May 2011
CareFirst BlueCross BlueShield December 2008 - September 2009
Keane May 2006 - December 2008
Merrill Lynch 2006 - 2007
Saptan LLC April 2002 - May 2006
Financial Industry Regulatory Authority (FINRA) 2004 - 2006
Association of American Medical Colleges January 2004 - July 2004
Fannie Mae 2002 - 2003
Skills
Enterprise Software, Leadership, SDLC, Employee Benefits, Quality Assurance, Process Improvement, Oracle, Vendor Management, Change Management, SharePoint, Test Management, Requirements Analysis, Solution Architecture, PMO, Program Management, Project Management, Databases, SOA, Software Project..., Risk Management, Scrum, Testing, Systems Analysis, Software Development, Business Intelligence, Healthcare, Integration, SQL, ITIL, Business Process, Business Process..., Agile Methodologies, Management, PMP, Outsourcing, Requirements Gathering, Project Portfolio..., IT Strategy, HIPAA, Consulting, Strategic Planning, Healthcare Information..., Business Analysis, Unix, Disaster Recovery, MS Project, Data Warehousing, Enterprise Architecture, IT Management, Resource Management
Education
Wichita State University 2000 — 2001
MS, ECE
Kuvempu Vishwavidyanilaya 1994 — 1998
BS, Engineering Industry and Production
CareFirst BlueCross BlueShield March 2012 - Present
CareFirst BlueCross BlueShield May 2011 - February 2012
CareFirst BlueCross BlueShield September 2009 - May 2011
CareFirst BlueCross BlueShield December 2008 - September 2009
Keane May 2006 - December 2008
Merrill Lynch 2006 - 2007
Saptan LLC April 2002 - May 2006
Financial Industry Regulatory Authority (FINRA) 2004 - 2006
Association of American Medical Colleges January 2004 - July 2004
Fannie Mae 2002 - 2003
Skills
Enterprise Software, Leadership, SDLC, Employee Benefits, Quality Assurance, Process Improvement, Oracle, Vendor Management, Change Management, SharePoint, Test Management, Requirements Analysis, Solution Architecture, PMO, Program Management, Project Management, Databases, SOA, Software Project..., Risk Management, Scrum, Testing, Systems Analysis, Software Development, Business Intelligence, Healthcare, Integration, SQL, ITIL, Business Process, Business Process..., Agile Methodologies, Management, PMP, Outsourcing, Requirements Gathering, Project Portfolio..., IT Strategy, HIPAA, Consulting, Strategic Planning, Healthcare Information..., Business Analysis, Unix, Disaster Recovery, MS Project, Data Warehousing, Enterprise Architecture, IT Management, Resource Management
Education
Wichita State University 2000 — 2001
MS, ECE
Kuvempu Vishwavidyanilaya 1994 — 1998
BS, Engineering Industry and Production
Anna Hettrick's Merrill Lynch Experience 2006 - 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
EmblemHealth / HIP / GHI 2007 - Present
Fidelity Investments 2006 - 2007
Merrill Lynch 2006 - 2006
Skills
JCL, CICS, Mainframe, VSAM, COBOL, DB2
Education
Kyiv National Economics University
Economics
Touro College
Bachelor of Applied Science (BASc), Computer Science
EmblemHealth / HIP / GHI 2007 - Present
Fidelity Investments 2006 - 2007
Merrill Lynch 2006 - 2006
Skills
JCL, CICS, Mainframe, VSAM, COBOL, DB2
Education
Kyiv National Economics University
Economics
Touro College
Bachelor of Applied Science (BASc), Computer Science
Michelle Runyon's Merrill Lynch Experience September 2004 - February 2007
Job Adjunct Communications Professor
Industry Higher Education
Experience
Rider University September 2009 - Present
Bank of America March 2010 - June 2014
The Creative Group February 2009 - September 2009
Merrill Lynch - Global Wealth Management February 2007 - June 2008
Merrill Lynch September 2004 - February 2007
Merrill Lynch September 1999 - August 2004
Skills
Marketing Communications, Program Management, Internal Communications, Project Management
Education
La Salle University 2005 — 2007
MA, Business Communications
Rider University 1998 — 2001
BA, Public Relations and Journalism
Rider University September 2009 - Present
Bank of America March 2010 - June 2014
The Creative Group February 2009 - September 2009
Merrill Lynch - Global Wealth Management February 2007 - June 2008
Merrill Lynch September 2004 - February 2007
Merrill Lynch September 1999 - August 2004
Skills
Marketing Communications, Program Management, Internal Communications, Project Management
Education
La Salle University 2005 — 2007
MA, Business Communications
Rider University 1998 — 2001
BA, Public Relations and Journalism
Todd D. Hanks's Merrill Lynch Experience March 1997 - March 1999
Job Global IT Procurement Specialist at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2008 - Present
Yellow Book USA December 2003 - May 2008
Computer Associates March 1999 - December 2003
Merrill Lynch March 1997 - March 1999
Skills
Contract Negotiation, Vendor Management, International Privacy..., Purchasing, International, Privacy Law, Management, Leadership, New Business Development, Sales Management, Customer Service, Procurement, Negotiation, Business Process, Networking, Business Development, Project Management, CRM, Sales, Enterprise Software, Analysis
Education
Kutztown University of Pennsylvania
BS, Criminal Justice
The Vanguard Group June 2008 - Present
Yellow Book USA December 2003 - May 2008
Computer Associates March 1999 - December 2003
Merrill Lynch March 1997 - March 1999
Skills
Contract Negotiation, Vendor Management, International Privacy..., Purchasing, International, Privacy Law, Management, Leadership, New Business Development, Sales Management, Customer Service, Procurement, Negotiation, Business Process, Networking, Business Development, Project Management, CRM, Sales, Enterprise Software, Analysis
Education
Kutztown University of Pennsylvania
BS, Criminal Justice
Dan Magee's Merrill Lynch Experience September 1984 - Present
Job Senior Vice President Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 1984 - Present
Merrill Lynch 1984 - 2008
Skills
Series 7, Series 63, Series 65, CRPC, Retirement Planning, Portfolio Management, Strategic Financial..., Fixed Income, Portfolio Performance..., Asset Management
Education
Kutztown University of Pennsylvania 1980 — 1984
Bachelor of Science, Business/Marketing
Merrill Lynch September 1984 - Present
Merrill Lynch 1984 - 2008
Skills
Series 7, Series 63, Series 65, CRPC, Retirement Planning, Portfolio Management, Strategic Financial..., Fixed Income, Portfolio Performance..., Asset Management
Education
Kutztown University of Pennsylvania 1980 — 1984
Bachelor of Science, Business/Marketing
Jane McRory's Merrill Lynch Experience July 2005 - Present
Job Project Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2005 - Present
Merrill Lynch February 2004 - July 2005
Merrill Lynch February 2000 - February 2004
Education
La Salle University 2004 — 2009
Graduate Accounting, Forensic Accounting
The University of Georgia 1970 — 1972
BA, Sociology, American Studies
Merrill Lynch July 2005 - Present
Merrill Lynch February 2004 - July 2005
Merrill Lynch February 2000 - February 2004
Education
La Salle University 2004 — 2009
Graduate Accounting, Forensic Accounting
The University of Georgia 1970 — 1972
BA, Sociology, American Studies
Brian Shaper's Merrill Lynch Experience July 2011 - Present
Job Proposal Analyst, Institutional Retirement RFP Team at Bank of America / Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch May 2006 - July 2011
Bank of America Merrill Lynch June 2006 - January 2008
Lincoln Investment Planning May 2005 - June 2006
BHC Securities September 1998 - March 1999
Skills
Series 7, Series 63, Series 66, Project management
Education
La Salle University 2009 — 2012
MBA, Accounting, 3.6
Shippensburg University of Pennsylvania 2000 — 2003
Bachelor of Science in Business Administration, Finance
Abington Friends School 1984 — 1997
Merrill Lynch July 2011 - Present
Merrill Lynch May 2006 - July 2011
Bank of America Merrill Lynch June 2006 - January 2008
Lincoln Investment Planning May 2005 - June 2006
BHC Securities September 1998 - March 1999
Skills
Series 7, Series 63, Series 66, Project management
Education
La Salle University 2009 — 2012
MBA, Accounting, 3.6
Shippensburg University of Pennsylvania 2000 — 2003
Bachelor of Science in Business Administration, Finance
Abington Friends School 1984 — 1997
Colleen McLaren's Merrill Lynch Experience July 1993 - October 1995
Job CEO & President at Core Tax Strategies
Industry Accounting
Experience
Core Tax Strategies January 1996 - Present
Holy Family University September 2005 - June 2006
Merrill Lynch July 1993 - October 1995
Skills
Tax Accounting, Valuation, Tax Preparation, Corporate Tax, Business Valuation, Tax, Tax Returns, Corporate Law, Accounting, Financial Reporting, Small Business, Auditing, Bookkeeping, QuickBooks, Financial Analysis, IRS, Income Tax, Mergers & Acquisitions, Finance, Accounts Receivable, Payroll, Estate Planning, Budgets, Investments, Business Planning, Risk Management, CPA, Account Reconciliation, S Corporations, Financial Accounting, Nonprofits, GAAP, Financial Statements, Partnership Taxation, Payroll Taxes, Cash Management, Strategic Financial..., Accountants, Tax Research, Cash Flow
Education
Temple University - Fox School of Business and Management 1998 — 1998
MBA, Business
La Salle University 1988 — 1989
Bachelors, Accounting
Core Tax Strategies January 1996 - Present
Holy Family University September 2005 - June 2006
Merrill Lynch July 1993 - October 1995
Skills
Tax Accounting, Valuation, Tax Preparation, Corporate Tax, Business Valuation, Tax, Tax Returns, Corporate Law, Accounting, Financial Reporting, Small Business, Auditing, Bookkeeping, QuickBooks, Financial Analysis, IRS, Income Tax, Mergers & Acquisitions, Finance, Accounts Receivable, Payroll, Estate Planning, Budgets, Investments, Business Planning, Risk Management, CPA, Account Reconciliation, S Corporations, Financial Accounting, Nonprofits, GAAP, Financial Statements, Partnership Taxation, Payroll Taxes, Cash Management, Strategic Financial..., Accountants, Tax Research, Cash Flow
Education
Temple University - Fox School of Business and Management 1998 — 1998
MBA, Business
La Salle University 1988 — 1989
Bachelors, Accounting
Carol Massoni-Milone's Merrill Lynch Experience July 1991 - June 2006
Job Independent Automotive Professional
Industry Automotive
Experience
RCO Auto Sales June 2006 - Present
Merrill Lynch July 1991 - June 2006
Skills
Automotive, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Negotiation, Product Development, Project Management, Continuous Improvement
Education
Pace University 1994 — 1995
Kingsborough Community College 1989 — 1991
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
RCO Auto Sales June 2006 - Present
Merrill Lynch July 1991 - June 2006
Skills
Automotive, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Negotiation, Product Development, Project Management, Continuous Improvement
Education
Pace University 1994 — 1995
Kingsborough Community College 1989 — 1991
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Frank Browne's Merrill Lynch Experience 1998 - 2006
Job Producer at Crisp Insurance Advisors
Industry Insurance
Experience
Crisp Insurance Advisors January 2014 - Present
Allstate 2013 - 2014
Hoffman Dimuzio 2012 - 2013
La Piazza 2009 - 2012
Robert Half Finance & Accounting 2008 - 2009
Donald F. Browne, CPA 2006 - 2008
Merrill Lynch 1998 - 2006
Skills
Leadership, Sales
Education
Bishop Eustace Prep 1990 — 1994
La Salle University 1990 — 1994
Public Relations
Crisp Insurance Advisors January 2014 - Present
Allstate 2013 - 2014
Hoffman Dimuzio 2012 - 2013
La Piazza 2009 - 2012
Robert Half Finance & Accounting 2008 - 2009
Donald F. Browne, CPA 2006 - 2008
Merrill Lynch 1998 - 2006
Skills
Leadership, Sales
Education
Bishop Eustace Prep 1990 — 1994
La Salle University 1990 — 1994
Public Relations
Christina Manzo, CPA's Merrill Lynch Experience May 2003 - May 2006
Job Manager of Accounts Receivable Cash Application at Sanofi
Industry Accounting
Experience
Sanofi November 2013 - Present
sanofi-aventis February 2012 - November 2013
Express Scripts May 2011 - February 2012
ParenteBeard LLC September 2007 - May 2011
Merrill Lynch May 2003 - May 2006
Skills
Microsoft Office, Financial Reporting, SOX, Internal Controls, Accounting, Audit, Medicare Part D, Healthcare, Manufacturing, Construction, Utilities, Fixed Assets, Asset Managment, SAP, SAP R/3, Auditing, Finance, Variance Analysis
Education
Kutztown University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Accounting
Sanofi November 2013 - Present
sanofi-aventis February 2012 - November 2013
Express Scripts May 2011 - February 2012
ParenteBeard LLC September 2007 - May 2011
Merrill Lynch May 2003 - May 2006
Skills
Microsoft Office, Financial Reporting, SOX, Internal Controls, Accounting, Audit, Medicare Part D, Healthcare, Manufacturing, Construction, Utilities, Fixed Assets, Asset Managment, SAP, SAP R/3, Auditing, Finance, Variance Analysis
Education
Kutztown University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Accounting
Eugene Hu's Merrill Lynch Experience April 2006 - August 2006
Job CoFounder at Wooly's
Industry Retail
Experience
Wooly's September 2013 - Present
Burberry November 2012 - August 2013
Burberry November 2011 - November 2012
Garan April 2010 - October 2011
Chimera Securities December 2009 - April 2010
Citigroup Global Markets Japan, Inc June 2008 - August 2008
Merrill Lynch April 2006 - August 2006
Skills
Microsoft Excel, Retail, Inventory Management, Merchandising, Visual Merchandising, Trend, Styling, Apparel, Trend Analysis, Fashion, Sales, Luxury Goods, Assortment, Wholesale, Merchandise Planning, Management, Store Management
Education
University of Michigan 2004 — 2008
京都大学 / Kyoto University 2006 — 2007
Stuyvesant High School 2000 — 2004
Wooly's September 2013 - Present
Burberry November 2012 - August 2013
Burberry November 2011 - November 2012
Garan April 2010 - October 2011
Chimera Securities December 2009 - April 2010
Citigroup Global Markets Japan, Inc June 2008 - August 2008
Merrill Lynch April 2006 - August 2006
Skills
Microsoft Excel, Retail, Inventory Management, Merchandising, Visual Merchandising, Trend, Styling, Apparel, Trend Analysis, Fashion, Sales, Luxury Goods, Assortment, Wholesale, Merchandise Planning, Management, Store Management
Education
University of Michigan 2004 — 2008
京都大学 / Kyoto University 2006 — 2007
Stuyvesant High School 2000 — 2004
Shelly Ellis Herrington's Merrill Lynch Experience May 1983 - June 1985
Job Business Development
Industry Real Estate
Experience
SEH COMMUNICATIONS September 2012 - Present
Merrill Lynch May 1983 - June 1985
Avon April 1981 - May 1983
Skills
Real Estate, Public Speaking, Social Media, Entertainment, Video Production, Social Media Marketing, Marketing, Advertising, Social Networking, Marketing Strategy, Event Planning, Investment Properties
Education
Kingsborough Community College 1976 — 2012
Associate of Science (A.S.), Theatre/Theatre Arts Management, 3.0
St. Alphonsus Commercial High School 1973 — 1976
High School Diploma, Business Academics, 4.0
SEH COMMUNICATIONS September 2012 - Present
Merrill Lynch May 1983 - June 1985
Avon April 1981 - May 1983
Skills
Real Estate, Public Speaking, Social Media, Entertainment, Video Production, Social Media Marketing, Marketing, Advertising, Social Networking, Marketing Strategy, Event Planning, Investment Properties
Education
Kingsborough Community College 1976 — 2012
Associate of Science (A.S.), Theatre/Theatre Arts Management, 3.0
St. Alphonsus Commercial High School 1973 — 1976
High School Diploma, Business Academics, 4.0
Eileen Pike's Merrill Lynch Experience April 1998 - December 2002
Job Programmer/Analyst at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless February 2013 - Present
Verizon Wireless November 2008 - November 2011
Merrill Lynch April 1998 - December 2002
AT&T 1991 - 1998
Education
Booklyn College 1971 — 1973
B.A.
Kingsborough Community College 1969 — 1971
aas
Verizon Wireless February 2013 - Present
Verizon Wireless November 2008 - November 2011
Merrill Lynch April 1998 - December 2002
AT&T 1991 - 1998
Education
Booklyn College 1971 — 1973
B.A.
Kingsborough Community College 1969 — 1971
aas
Rich Consolazio's Merrill Lynch Experience July 1985 - November 1987
Job Associate at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan May 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns August 1998 - May 2008
National Discount Brokers April 1998 - August 1998
Coutts Bank June 1996 - April 1998
Fleet Bank (formely National Westminster Bank) January 1996 - June 1996
National Westminster Bank November 1987 - January 1996
Merrill Lynch July 1985 - November 1987
Skills
Avaya, Market Data, Networking, Data Center, Unified Communications, Vendor Management, Infrastructure, Cisco Technologies, ITIL, Business Continuity, IT Strategy, SDLC
Education
Kingsborough Community College 1980 — 1982
JP Morgan May 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns August 1998 - May 2008
National Discount Brokers April 1998 - August 1998
Coutts Bank June 1996 - April 1998
Fleet Bank (formely National Westminster Bank) January 1996 - June 1996
National Westminster Bank November 1987 - January 1996
Merrill Lynch July 1985 - November 1987
Skills
Avaya, Market Data, Networking, Data Center, Unified Communications, Vendor Management, Infrastructure, Cisco Technologies, ITIL, Business Continuity, IT Strategy, SDLC
Education
Kingsborough Community College 1980 — 1982
Theresa Pellicano's Merrill Lynch Experience March 2007 - January 2009
Job Project CoordinatorNonProp Fixed Annuities at MetLife/Allsource Staffing
Industry Insurance
Experience
MetLife/Allsource Staffing May 2014 - Present
MetLife October 2009 - February 2014
Merrill Lynch March 2007 - January 2009
David Lerner Associates, Inc. November 2005 - November 2006
Raritan Valley Healthcare, Inc. November 1997 - February 2005
Skills
Relationship..., Credibility, follow..., Service and Outcome..., Leadership, Insurance, Life Insurance, Training, Management, Sales, Investments, Customer Service, Software Documentation, Finance, Sales Operations, Fixed Annuities, Series 7, Series 63, Underwriting
Education
Kingsborough Community College 1976 — 1978
Nursing
Raritan Valley Community College
General Studies
MetLife/Allsource Staffing May 2014 - Present
MetLife October 2009 - February 2014
Merrill Lynch March 2007 - January 2009
David Lerner Associates, Inc. November 2005 - November 2006
Raritan Valley Healthcare, Inc. November 1997 - February 2005
Skills
Relationship..., Credibility, follow..., Service and Outcome..., Leadership, Insurance, Life Insurance, Training, Management, Sales, Investments, Customer Service, Software Documentation, Finance, Sales Operations, Fixed Annuities, Series 7, Series 63, Underwriting
Education
Kingsborough Community College 1976 — 1978
Nursing
Raritan Valley Community College
General Studies
Badreenarayan Krishnamoorthy's Merrill Lynch Experience February 2003 - June 2009
Job Director , Software development Manager
Industry Financial Services
Experience
Bank of America July 2009 - Present
Massachusetts Medical Society 2012 - 2013
Merrill Lynch February 2003 - June 2009
Hewlett-Packard February 2002 - February 2003
RAYR Systems Inc 2002 - 2003
DST Equiserve July 2000 - February 2002
Prudential Financial June 1996 - June 2000
Deutsche Bank February 1995 - May 1996
Skills
Strategy, Risk Management, Enterprise Architecture, Project Management, Management, Market Data, Equities
Education
Kutztown University of Pennsylvania 1992 — 1994
MS, Computer Science
Poorna Prajna Education Center, Sadashivnagar
Bank of America July 2009 - Present
Massachusetts Medical Society 2012 - 2013
Merrill Lynch February 2003 - June 2009
Hewlett-Packard February 2002 - February 2003
RAYR Systems Inc 2002 - 2003
DST Equiserve July 2000 - February 2002
Prudential Financial June 1996 - June 2000
Deutsche Bank February 1995 - May 1996
Skills
Strategy, Risk Management, Enterprise Architecture, Project Management, Management, Market Data, Equities
Education
Kutztown University of Pennsylvania 1992 — 1994
MS, Computer Science
Poorna Prajna Education Center, Sadashivnagar
Mohan Longia's Merrill Lynch Experience 1999 - 2005
Job Vice President, Corporate & Post Trade Technology
Industry Financial Services
Experience
Morgan Stanley November 2005 - Present
Merrill Lynch 1999 - 2005
Skills
Equities, SDLC, Fixed Income, .NET, Business Analysis, Sybase, Portfolio Management
Education
Kurukshetra University 1995 — 1997
MS Computer Science
Morgan Stanley November 2005 - Present
Merrill Lynch 1999 - 2005
Skills
Equities, SDLC, Fixed Income, .NET, Business Analysis, Sybase, Portfolio Management
Education
Kurukshetra University 1995 — 1997
MS Computer Science
Anita Kakkar's Merrill Lynch Experience July 1999 - December 1999
Job Sr. Vice President at Global Reliance Inc.
Industry Food & Beverages
Experience
Himalaya International January 2010 - Present
MetLife 2000 - 2009
Nathan & Lewis Financial Securities March 2000 - November 2001
Merrill Lynch July 1999 - December 1999
AT & T April 1998 - July 1999
Skills
Quality Assurance, User Acceptance Testing, Business Requirements, Testing, Vendor Management, Management, Business Process, Software Documentation, Test Planning, Requirements Analysis, Training, Agile Project Management, Web Applications, Business Intelligence, Requirements Gathering, Change Management, Project Portfolio..., Visio, Process Improvement, Systems Analysis, Business Process..., System Testing, Business Analysis, Program Management, SDLC, Software Project..., Analysis, Agile Methodologies, Integration
Education
Phoenix College 2003 — 2005
MBA, Finance
Kurukshetra University 1983 — 1984
BS, Library & Information Science
Kurukshetra University 1981 — 1983
MA, Political Sciense
Kurukshetra University 1978 — 1981
BA, Economics & Political Science
Himalaya International January 2010 - Present
MetLife 2000 - 2009
Nathan & Lewis Financial Securities March 2000 - November 2001
Merrill Lynch July 1999 - December 1999
AT & T April 1998 - July 1999
Skills
Quality Assurance, User Acceptance Testing, Business Requirements, Testing, Vendor Management, Management, Business Process, Software Documentation, Test Planning, Requirements Analysis, Training, Agile Project Management, Web Applications, Business Intelligence, Requirements Gathering, Change Management, Project Portfolio..., Visio, Process Improvement, Systems Analysis, Business Process..., System Testing, Business Analysis, Program Management, SDLC, Software Project..., Analysis, Agile Methodologies, Integration
Education
Phoenix College 2003 — 2005
MBA, Finance
Kurukshetra University 1983 — 1984
BS, Library & Information Science
Kurukshetra University 1981 — 1983
MA, Political Sciense
Kurukshetra University 1978 — 1981
BA, Economics & Political Science
Aaron Randolph's Merrill Lynch Experience September 2013 - Present
Job Relationship Partner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Merrill Lynch November 2012 - Present
Merrill June 2010 - November 2012
ICT Group June 2007 - November 2008
Skills
Customer Satisfaction, Vendor Management, PowerPoint, Databases, Process Improvement, Operations Management, Business Analysis, Troubleshooting, Team Building, Data Entry
Education
Kutztown University of Pennsylvania 1988 — 1990
Merrill Lynch September 2013 - Present
Merrill Lynch November 2012 - Present
Merrill June 2010 - November 2012
ICT Group June 2007 - November 2008
Skills
Customer Satisfaction, Vendor Management, PowerPoint, Databases, Process Improvement, Operations Management, Business Analysis, Troubleshooting, Team Building, Data Entry
Education
Kutztown University of Pennsylvania 1988 — 1990
Dominick Resta's Merrill Lynch Experience May 1989 - August 1994
Job Sr. Network Engineer at AXATech North America
Industry Financial Services
Experience
AXA-Tech North America June 2014 - Present
ING November 1996 - May 2013
ING Financial Services, LLC November 1996 - May 2013
Smith Barney August 1994 - November 1996
Merrill Lynch May 1989 - August 1994
Syntrex October 1986 - May 1989
Skills
WAN, Switches, Routers, Networking, Cisco Technologies, Checkpoint Firewall, VOIP, RIverbed, Catalyst 6509, Nexus 7000 & 5000 series, Wireshark, Intermapper Monitoring, Solarwinds Tools, Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Visio, Checkpoint, Troubleshooting, Data Center, Infrastructure, IT Service Management, System Deployment, BGP, Hardware, Cisco Routers, Disaster Recovery, Network Architecture, Firewalls, Virtualization
Education
Kingsborough Community College 1980 — 1981
Computer Programming
DeVry University 1975 — 1977
Engineering/electronic technician
AXA-Tech North America June 2014 - Present
ING November 1996 - May 2013
ING Financial Services, LLC November 1996 - May 2013
Smith Barney August 1994 - November 1996
Merrill Lynch May 1989 - August 1994
Syntrex October 1986 - May 1989
Skills
WAN, Switches, Routers, Networking, Cisco Technologies, Checkpoint Firewall, VOIP, RIverbed, Catalyst 6509, Nexus 7000 & 5000 series, Wireshark, Intermapper Monitoring, Solarwinds Tools, Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Visio, Checkpoint, Troubleshooting, Data Center, Infrastructure, IT Service Management, System Deployment, BGP, Hardware, Cisco Routers, Disaster Recovery, Network Architecture, Firewalls, Virtualization
Education
Kingsborough Community College 1980 — 1981
Computer Programming
DeVry University 1975 — 1977
Engineering/electronic technician
Sarah DePaoli's Merrill Lynch Experience June 2010 - June 2012
Job Registered Support Assistant, Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch June 2010 - June 2012
Skills
Series 7, Series 66, Life Insurance
Education
La Roche College 2006 — 2008
Bachelor of Applied Science (BASc), Communication and Media Studies
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch June 2010 - June 2012
Skills
Series 7, Series 66, Life Insurance
Education
La Roche College 2006 — 2008
Bachelor of Applied Science (BASc), Communication and Media Studies
Margarita Shlyakova's Merrill Lynch Experience October 1996 - December 2009
Job Senior Programmer/Analyst at Davidsohn Global Technologies, Inc
Industry Information Technology and Services
Experience
Davidsohn Global Technologies, Inc. October 1996 - Present
Merrill Lynch October 1996 - December 2009
Skills
SQL, Databases, Unix, COBOL, Mainframe, DB2, SDLC, Software Documentation, PL/SQL, VSAM, SPUFI, Software Development, Unix Shell Scripting, Oracle, CICS, Requirements Analysis, Oracle SQL, Oracle PL/SQL, PowerPoint, JCL
Education
Kyiv National University of Construction and Architecture
MS in Engineering
NYU SCPS
Davidsohn Global Technologies, Inc. October 1996 - Present
Merrill Lynch October 1996 - December 2009
Skills
SQL, Databases, Unix, COBOL, Mainframe, DB2, SDLC, Software Documentation, PL/SQL, VSAM, SPUFI, Software Development, Unix Shell Scripting, Oracle, CICS, Requirements Analysis, Oracle SQL, Oracle PL/SQL, PowerPoint, JCL
Education
Kyiv National University of Construction and Architecture
MS in Engineering
NYU SCPS
Monique Benes's Merrill Lynch Experience October 2000 - November 2000
Job Service Specialist I T&O Purchase & Sales at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets December 2011 - Present
Royal Bank of Scotland February 2002 - April 2010
ABN AMRO Bank N.V. December 2000 - February 2002
Merrill Lynch October 2000 - November 2000
Scotia Capital USA Inc 1987 - September 2000
Skills
Middle Office, Investment Banking, Prime Brokerage, Options, Equity Derivatives, Currency, Trading Systems, Management, Mutual Funds, Financial Risk, Equities, Securities, Alternative Investments, KYC, Settlement, Trading, Operational Risk..., Fixed Income, Back Office, Account Reconciliation, Equity Trading, FX Options, Credit Risk, Derivatives, Collateral Management, Bloomberg, Operational Risk
Education
Grumman Data Systems Institute
Diploma
Kingsborough Community College
Associates Degree Business Administration
BMO Capital Markets December 2011 - Present
Royal Bank of Scotland February 2002 - April 2010
ABN AMRO Bank N.V. December 2000 - February 2002
Merrill Lynch October 2000 - November 2000
Scotia Capital USA Inc 1987 - September 2000
Skills
Middle Office, Investment Banking, Prime Brokerage, Options, Equity Derivatives, Currency, Trading Systems, Management, Mutual Funds, Financial Risk, Equities, Securities, Alternative Investments, KYC, Settlement, Trading, Operational Risk..., Fixed Income, Back Office, Account Reconciliation, Equity Trading, FX Options, Credit Risk, Derivatives, Collateral Management, Bloomberg, Operational Risk
Education
Grumman Data Systems Institute
Diploma
Kingsborough Community College
Associates Degree Business Administration
Jason W. Darling, MBA's Merrill Lynch Experience February 2000 - 2002
Job Director, Southwestern Ontario at Richardson GMP
Industry Investment Management
Experience
Richardson GMP April 2014 - Present
Richardson GMP Limited May 2010 - April 2014
Russell Investments May 2007 - May 2010
Russell Investments October 2004 - May 2007
CIBC 2002 - October 2004
Merrill Lynch February 2000 - 2002
TD September 1998 - February 2000
Skills
Investment Strategies, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Investment Management, Investments, Asset Management, Asset Allocation, Asset Managment, Portfolio Management, ETFs, Equities, Hedge Funds, High Net Worth..., Retirement Planning, Wealth Management..., Fixed Income, Capital Markets, Securities, Recruiting, Practice Management, Leadership, Coaching, Trading, Directors, Financial Services, Estate Planning, Insurance, Tax Advisory, Due Diligence, Project Management, Product Development, Wrap Accounts, 360 Feedback, Sales Management, Business Development, Marketing Strategy, Operations Management, Relationship Management, Lead Generation, Team Building, Investment Banking, Private Placements, Private Equity, Economics, Research, Professional..., Compliance, Branch Management
Education
The University of Western Ontario - King's University College 1995 — 1998
Bachelor's Degree, Economics
Richardson GMP April 2014 - Present
Richardson GMP Limited May 2010 - April 2014
Russell Investments May 2007 - May 2010
Russell Investments October 2004 - May 2007
CIBC 2002 - October 2004
Merrill Lynch February 2000 - 2002
TD September 1998 - February 2000
Skills
Investment Strategies, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Investment Management, Investments, Asset Management, Asset Allocation, Asset Managment, Portfolio Management, ETFs, Equities, Hedge Funds, High Net Worth..., Retirement Planning, Wealth Management..., Fixed Income, Capital Markets, Securities, Recruiting, Practice Management, Leadership, Coaching, Trading, Directors, Financial Services, Estate Planning, Insurance, Tax Advisory, Due Diligence, Project Management, Product Development, Wrap Accounts, 360 Feedback, Sales Management, Business Development, Marketing Strategy, Operations Management, Relationship Management, Lead Generation, Team Building, Investment Banking, Private Placements, Private Equity, Economics, Research, Professional..., Compliance, Branch Management
Education
The University of Western Ontario - King's University College 1995 — 1998
Bachelor's Degree, Economics
Grace Kobayashi's Merrill Lynch Experience June 2008 - September 2008
Job Associate/Assistant Vice President at MUFG in the Americas
Industry Banking
Experience
MUFG in the Americas August 2015 - Present
MUFG in the Americas August 2013 - August 2015
Union Bank August 2013 - February 2014
Union Bank October 2011 - August 2013
The Bank of Tokyo-Mitsubishi UFJ, Ltd. December 2010 - October 2011
The Search Agency April 2010 - December 2010
Merrill Lynch June 2008 - September 2008
Skills
Fluent in Japanese, MS Office Suite, SQL, Japanese, Microsoft Office, Analysis, Microsoft Excel, Banking, Financial Modeling, Accounting, Management, Marketing, Financial Analysis, Investment Banking, Investments, Credit, Portfolio Management
Education
Waseda University 2006 — 2009
B.A., International Studies
University of Southern California 2009 — 2010
M.S., Human Behavior
Korea University 2008 — 2008
Business
Punahou School 2000 — 2004
High School, H.S. Diploma
MUFG in the Americas August 2015 - Present
MUFG in the Americas August 2013 - August 2015
Union Bank August 2013 - February 2014
Union Bank October 2011 - August 2013
The Bank of Tokyo-Mitsubishi UFJ, Ltd. December 2010 - October 2011
The Search Agency April 2010 - December 2010
Merrill Lynch June 2008 - September 2008
Skills
Fluent in Japanese, MS Office Suite, SQL, Japanese, Microsoft Office, Analysis, Microsoft Excel, Banking, Financial Modeling, Accounting, Management, Marketing, Financial Analysis, Investment Banking, Investments, Credit, Portfolio Management
Education
Waseda University 2006 — 2009
B.A., International Studies
University of Southern California 2009 — 2010
M.S., Human Behavior
Korea University 2008 — 2008
Business
Punahou School 2000 — 2004
High School, H.S. Diploma
Ryan Cage's Merrill Lynch Experience January 2005 - May 2005
Job Business Analyst at Citigroup Inc
Industry Banking
Experience
Citi July 2008 - Present
Citi May 2006 - July 2008
Gordon Law May 2005 - October 2005
Merrill Lynch January 2005 - May 2005
Children's Miracle Network Hospitals May 2004 - December 2004
Skills
Team Leadership, Project Planning, SQL, Visual Studio, Microsoft Office, Cognos, Windows Sharepoint..., Analysis Reports, Executive Reporting, Internet, IT Strategy, Analysis, Project Management, Customer Service
Education
Queens University of Charlotte 2001 — 2005
BA, Business Administration and International Studies Double Major
University of Copenhagen 2003 — 2003
Business and Marketing
Citi July 2008 - Present
Citi May 2006 - July 2008
Gordon Law May 2005 - October 2005
Merrill Lynch January 2005 - May 2005
Children's Miracle Network Hospitals May 2004 - December 2004
Skills
Team Leadership, Project Planning, SQL, Visual Studio, Microsoft Office, Cognos, Windows Sharepoint..., Analysis Reports, Executive Reporting, Internet, IT Strategy, Analysis, Project Management, Customer Service
Education
Queens University of Charlotte 2001 — 2005
BA, Business Administration and International Studies Double Major
University of Copenhagen 2003 — 2003
Business and Marketing
Harry Beagle III's Merrill Lynch Experience July 2009 - August 2011
Job Client Strategy Senior Planner @ R2C Group
Industry Marketing and Advertising
Experience
R2C Group January 2015 - Present
R2C Group February 2013 - February 2015
R2C Group August 2011 - February 2013
Merrill Lynch July 2009 - August 2011
Sesame Place 2000 - 2010
Sesame Place 2000 - 2010
Merrill Lynch May 2008 - July 2009
Merrill Lynch September 2007 - May 2008
Skills
Access, Training, Management, Human Resources, Account Reconciliation, Marketing, Interviews, Policy, Research, Coaching, Financial Statements, Call Centers, Account Management, Microsoft Excel, Advertising
Education
University of Phoenix 2009 — 2010
Master's, Accountancy
Kutztown University of Pennsylvania 2002 — 2006
Bachelor's, Marketing
R2C Group January 2015 - Present
R2C Group February 2013 - February 2015
R2C Group August 2011 - February 2013
Merrill Lynch July 2009 - August 2011
Sesame Place 2000 - 2010
Sesame Place 2000 - 2010
Merrill Lynch May 2008 - July 2009
Merrill Lynch September 2007 - May 2008
Skills
Access, Training, Management, Human Resources, Account Reconciliation, Marketing, Interviews, Policy, Research, Coaching, Financial Statements, Call Centers, Account Management, Microsoft Excel, Advertising
Education
University of Phoenix 2009 — 2010
Master's, Accountancy
Kutztown University of Pennsylvania 2002 — 2006
Bachelor's, Marketing
Janet Haber's Merrill Lynch Experience July 1992 - November 2002
Job Project Analyst TIF Grant at National Board for Professional Teaching Standards
Industry Research
Experience
National Board for Professional Teaching Standards May 2011 - Present
RMC Research Corporation October 2003 - May 2011
Merrill Lynch July 1992 - November 2002
Skills
Grant Writing, Grants, Accounting, Program Evaluation, Research, Staff Development, Program Development, Data Analysis, Nonprofits, Administration
Education
Kingsborough Community College 1985 — 1987
Accounting, Business, Financial
National Board for Professional Teaching Standards May 2011 - Present
RMC Research Corporation October 2003 - May 2011
Merrill Lynch July 1992 - November 2002
Skills
Grant Writing, Grants, Accounting, Program Evaluation, Research, Staff Development, Program Development, Data Analysis, Nonprofits, Administration
Education
Kingsborough Community College 1985 — 1987
Accounting, Business, Financial
James Lardizzone's Merrill Lynch Experience September 1987 - January 1992
Job Design Fiber Optics Networking at Optimum Lightpath
Industry Commercial Real Estate
Experience
Optimum Lightpath June 2012 - Present
AIG July 2011 - July 2012
AIG,Sun America, Chartis July 2011 - December 2011
Impala Construction June 2009 - June 2011
AIG July 2011 - 2011
Merrill Lynch / Bank Of America January 1992 - June 2009
Merrill Lynch & Company January 1992 - June 2009
Merrill Lynch & Company January 1992 - June 2009
Merrill Lynch & Company January 1992 - January 2009
Merrill Lynch September 1987 - January 1992
Skills
Document Management, Facilities Management, Vendor Management, Documentation, Change Management, Visio, Software Documentation, Project Planning, Program Management, Outsourcing, Business Process..., Management, Risk Management, Forecasting, Team Building, Budgets, Training, Contract Negotiation, Integration, Construction, Analysis, Process Improvement, Engineering, Operations Management, Project Management, MS Project, Cross-functional Team..., Contract Management
Education
Kingsborough Community College 1979 — 1981
Business Administration
Kingsborough Community College 1979 — 1981
Business Admin, Economics & Business Administration
Merrill Lynch
Optimum Lightpath June 2012 - Present
AIG July 2011 - July 2012
AIG,Sun America, Chartis July 2011 - December 2011
Impala Construction June 2009 - June 2011
AIG July 2011 - 2011
Merrill Lynch / Bank Of America January 1992 - June 2009
Merrill Lynch & Company January 1992 - June 2009
Merrill Lynch & Company January 1992 - June 2009
Merrill Lynch & Company January 1992 - January 2009
Merrill Lynch September 1987 - January 1992
Skills
Document Management, Facilities Management, Vendor Management, Documentation, Change Management, Visio, Software Documentation, Project Planning, Program Management, Outsourcing, Business Process..., Management, Risk Management, Forecasting, Team Building, Budgets, Training, Contract Negotiation, Integration, Construction, Analysis, Process Improvement, Engineering, Operations Management, Project Management, MS Project, Cross-functional Team..., Contract Management
Education
Kingsborough Community College 1979 — 1981
Business Administration
Kingsborough Community College 1979 — 1981
Business Admin, Economics & Business Administration
Merrill Lynch
Brandon Janovsky's Merrill Lynch Experience August 2014 - Present
Job Wealth Management Specialist, Vice President
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch May 2012 - Present
Merrill Lynch July 2009 - May 2012
Morgan Stanley Smith Barney October 2007 - June 2009
Skills
Series 7, Series 63, Series 65, Bloomberg Terminal, Reuters, SAP, Lotus Notes, Microsoft Excel, Visual Basic
Education
Monmouth University 2006 — 2009
Business, Finance, Economics
Shanghai Normal University 2008 — 2008
Business, Business in China
Kutztown University of Pennsylvania
Finance & Economics
Merrill Lynch August 2014 - Present
Merrill Lynch May 2012 - Present
Merrill Lynch July 2009 - May 2012
Morgan Stanley Smith Barney October 2007 - June 2009
Skills
Series 7, Series 63, Series 65, Bloomberg Terminal, Reuters, SAP, Lotus Notes, Microsoft Excel, Visual Basic
Education
Monmouth University 2006 — 2009
Business, Finance, Economics
Shanghai Normal University 2008 — 2008
Business, Business in China
Kutztown University of Pennsylvania
Finance & Economics
Rosa Mignone's Merrill Lynch Experience April 1992 - January 1997
Job
Industry Government Administration
Experience
East Williston UFSD September 2006 - Present
J.P. Morgan January 1997 - July 1998
Merrill Lynch April 1992 - January 1997
Education
Kingsborough Community College
East Williston UFSD September 2006 - Present
J.P. Morgan January 1997 - July 1998
Merrill Lynch April 1992 - January 1997
Education
Kingsborough Community College
Audrey Weiner's Merrill Lynch Experience September 1989 - November 1995
Job Aide at East Brunswick Public Schools
Industry Civic & Social Organization
Experience
East Brunswick Public Schools November 2008 - Present
Merrill Lynch September 1989 - November 1995
Arthur Andersen & Co. August 1982 - October 1988
Skills
Community Outreach, Public Speaking, Event Planning, Microsoft Office, Editing, Fundraising, Customer Service, Public Relations, Microsoft Word, Event Management, Program Development, PowerPoint, Teaching, Writing, Microsoft Excel, Budgets, Team Building, Program Management, Marketing Strategy, Negotiation
Education
Kingsborough Community College 1981 — 1983
30 credits, Business Administration
John Dewey HS 1975 — 1977
HS Diploma, General Education
East Brunswick Public Schools November 2008 - Present
Merrill Lynch September 1989 - November 1995
Arthur Andersen & Co. August 1982 - October 1988
Skills
Community Outreach, Public Speaking, Event Planning, Microsoft Office, Editing, Fundraising, Customer Service, Public Relations, Microsoft Word, Event Management, Program Development, PowerPoint, Teaching, Writing, Microsoft Excel, Budgets, Team Building, Program Management, Marketing Strategy, Negotiation
Education
Kingsborough Community College 1981 — 1983
30 credits, Business Administration
John Dewey HS 1975 — 1977
HS Diploma, General Education
Linda Vedovino's Merrill Lynch Experience June 1976 - June 1990
Job Classroom Aide at Township of Pequannock
Industry
Experience
Pequannock Board of Educstion September 2014 - Present
Township of Pequannock September 2006 - Present
Macys October 2011 - February 2012
Merrill Lynch June 1976 - June 1990
Skills
Project Management, PowerPoint, Customer Service, English, Outlook, Teaching, HTML, C++, Budgets, Nonprofits, Leadership, Microsoft Excel, Public Speaking, Research, Management
Education
Kingsborough Community College 1978 — 1980
Associate of Science (A.S.), Business Administration
St. Joseph's High School 1972 — 1976
Diploma
Pequannock Board of Educstion September 2014 - Present
Township of Pequannock September 2006 - Present
Macys October 2011 - February 2012
Merrill Lynch June 1976 - June 1990
Skills
Project Management, PowerPoint, Customer Service, English, Outlook, Teaching, HTML, C++, Budgets, Nonprofits, Leadership, Microsoft Excel, Public Speaking, Research, Management
Education
Kingsborough Community College 1978 — 1980
Associate of Science (A.S.), Business Administration
St. Joseph's High School 1972 — 1976
Diploma
Barbara Delponte's Merrill Lynch Experience February 2000 - Present
Job Senior Client Associate, CFP, CRPC at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2000 - Present
Education
La Salle University 1978 — 1981
Finance / German
Rhode Island College
B.A. , M.A., Mathematics/Secondary Education
Merrill Lynch February 2000 - Present
Education
La Salle University 1978 — 1981
Finance / German
Rhode Island College
B.A. , M.A., Mathematics/Secondary Education
Ethan Sooy's Merrill Lynch Experience September 2010 - May 2011
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP February 2014 - Present
Alvarez & Marsal July 2012 - February 2014
Pluris Valuation Advisors LLC May 2011 - July 2012
Merrill Lynch September 2010 - May 2011
The College of New Jersey Biology Department May 2009 - May 2011
Education
The College of New Jersey 2007 — 2011
Bachelor of Science
University of Copenhagen 2010 — 2010
Morris Knolls High School 2003 — 2007
Grant Thornton LLP February 2014 - Present
Alvarez & Marsal July 2012 - February 2014
Pluris Valuation Advisors LLC May 2011 - July 2012
Merrill Lynch September 2010 - May 2011
The College of New Jersey Biology Department May 2009 - May 2011
Education
The College of New Jersey 2007 — 2011
Bachelor of Science
University of Copenhagen 2010 — 2010
Morris Knolls High School 2003 — 2007
Brian Boland's Merrill Lynch Experience January 1998 - February 2000
Job Technical Supervisor / Trade Group
Industry Financial Services
Experience
Professional Capital Services December 2005 - Present
BISYS Fund Services February 2000 - December 2005
Merrill Lynch January 1998 - February 2000
Skills
Microsoft Excel, 401k, Finance, ETFs, Investments, Dedication to work, Teamwork, HTML scripting, WordPress, Microsoft Word, SQL, Analysis
Education
La Salle University 1991 — 1995
Bachelor of Arts in Communications, Public Relations, Advertising, and Applied Communication
Professional Capital Services December 2005 - Present
BISYS Fund Services February 2000 - December 2005
Merrill Lynch January 1998 - February 2000
Skills
Microsoft Excel, 401k, Finance, ETFs, Investments, Dedication to work, Teamwork, HTML scripting, WordPress, Microsoft Word, SQL, Analysis
Education
La Salle University 1991 — 1995
Bachelor of Arts in Communications, Public Relations, Advertising, and Applied Communication
Dawne Marro's Merrill Lynch Experience 1985 - 1988
Job Fundraising Coordinator at Dynamite Youth Center Foundation, Inc.
Industry Fund-Raising
Experience
Dynamite Youth Center Foundation, Inc. November 1988 - Present
Merrill Lynch 1985 - 1988
Skills
Fundraising, Events Coordination, Coordinating Special..., Marketing, Event Management
Education
Kingsborough Community College 1983 — 1985
Business Administration
St. Edmund High School 1979 — 1983
High School Diploma, Business
Dynamite Youth Center Foundation, Inc. November 1988 - Present
Merrill Lynch 1985 - 1988
Skills
Fundraising, Events Coordination, Coordinating Special..., Marketing, Event Management
Education
Kingsborough Community College 1983 — 1985
Business Administration
St. Edmund High School 1979 — 1983
High School Diploma, Business
Steven Banaska's Merrill Lynch Experience December 1999 - September 2005
Job Consumer Services Professional
Industry Consumer Services
Experience
Hometown Driving School October 2011 - Present
Campanas Driving School June 2010 - October 2011
Sovereign Bank December 2005 - October 2008
Merrill Lynch December 1999 - September 2005
Skills
·Knowledge of..., Customer Service, Coaching, Microsoft Office, Public Speaking, Training, Team Building, Microsoft Word, Microsoft Excel, Teaching, PowerPoint, Customer Satisfaction, Outlook, Research, Sales, Social Media
Education
Kingsborough Community College 1983 — 1987
associate degree, Business Administration, Management and Operations
Hometown Driving School October 2011 - Present
Campanas Driving School June 2010 - October 2011
Sovereign Bank December 2005 - October 2008
Merrill Lynch December 1999 - September 2005
Skills
·Knowledge of..., Customer Service, Coaching, Microsoft Office, Public Speaking, Training, Team Building, Microsoft Word, Microsoft Excel, Teaching, PowerPoint, Customer Satisfaction, Outlook, Research, Sales, Social Media
Education
Kingsborough Community College 1983 — 1987
associate degree, Business Administration, Management and Operations
Alex Workman's Merrill Lynch Experience June 2012 - August 2012
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Fixed Income, Credit Derivatives, Interest Rate..., Organizational Behavior, Communication, Always Punctual, Hardwork, SSI, SPSS
Education
La Salle University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley July 2013 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Fixed Income, Credit Derivatives, Interest Rate..., Organizational Behavior, Communication, Always Punctual, Hardwork, SSI, SPSS
Education
La Salle University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank