Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Diana Attina Diana Attina Greater New York City Area Details
Diana Attina's Merrill Lynch Experience June 2008 - August 2008
Job Analyst: KYC Wealth
Industry Banking
Experience
Barclays Wealth and Investment Management  April 2012 - Present
Barclays Wealth and Investment Management  June 2011 - Present
Software Guidance and Assistance, Inc   June 2010 - June 2011
JoonBug Productions  January 2010 - April 2010
Joonbug.com  September 2009 - January 2010
Lafayette College  October 2008 - July 2009
Lafayette  February 2009 - May 2009
Merrill Lynch   June 2008 - August 2008
Topka   January 2008 - May 2008
Golden Beach Estates   May 2007 - August 2007

Education
Lafayette College   2005 — 2009
Bachelor of Arts, English, Minor in Spanish

Lafayette College   2005 — 2009
Bachelor of Arts, English

Conrad Malivert Conrad Malivert Sacramento, California Details
Conrad Malivert's Merrill Lynch Experience January 2011 - May 2011
Job Financial Analyst at Jukin Media
Industry Accounting
Experience
Jukin Media  February 2015 - Present
Adventist Health  September 2012 - January 2015
Adventist Health  June 2011 - September 2011
Merrill Lynch   January 2011 - May 2011

Skills
QuickBooks, Accounting, Financial Reporting, Financial Accounting, General Ledger, Auditing, Financial Analysis, Internal Controls, Accounts Receivable, US GAAP, Account Reconciliation, Accounts Payable, Payroll, Microsoft Excel, Access, Tax Preparation, Microsoft Word, PowerPoint, Budgets, Microsoft Office, Outlook, Data Entry, Variance Analysis

Education
La Sierra University   2008 — 2012
Bachelor of Science (BS), Accounting and Finance

Colin Serling Colin Serling Greater New York City Area Details
Colin Serling's Merrill Lynch Experience May 2010 - August 2010
Job Client Relations Associate at Prodigy Network Real Estate Development
Industry Financial Services
Experience
PRODIGY NETWORK  August 2015 - Present
IntercontinentalExchange NYSE Euronext   July 2012 - July 2015
UBS  July 2011 - August 2011
IDB Bank  June 2011 - July 2011
Merrill Lynch   May 2010 - August 2010

Skills
Bloomberg, Equity Trading, Relationship Management, Spanish, Derivatives, Market Structure, Latin America, Financial Markets, Equities

Education
Lafayette College   2008 — 2012
BS, Economics and Financial Policy, 2012

Drew Boehmer Drew Boehmer Boston, Massachusetts Details
Drew Boehmer's Merrill Lynch Experience May 2013 - August 2013
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  June 2015 - Present
Eaton Vance  June 2014 - June 2015
Merrill Lynch   May 2013 - August 2013
The Centre for Socio-Eco-Nomic Development   March 2013 - April 2013
J.P. Morgan   January 2013 - January 2013
Merrill Lynch   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Research, Economics, Public Speaking, Social Media, Facebook, Salesforce.com, Management, Customer Service

Education
Lafayette College   2010 — 2014
Bachelor of Arts (B.A.), Government/Law

University School   2006 — 2010
High School

David Spinks, M.Ed. David Spinks, M.Ed. Greater Philadelphia Area Details
David Spinks, M.Ed.'s Merrill Lynch Experience February 2010 - December 2010
Job Special Education Teacher, BCIU
Industry Primary/Secondary Education
Experience
Bucks County Intermediate Unit #22  August 2015 - Present
Woods Services  March 2014 - August 2015
Woods Services  November 2012 - March 2014
Tri State Insulation   November 2011 - January 2013
Professional Capital Services  February 2011 - September 2011
Merrill Lynch   February 2010 - December 2010
Merrill Lynch   October 2007 - April 2010
Merrill Lynch   January 2005 - October 2007
BISYS Retirement Services  February 2004 - December 2004
BISYS Retirement Services  February 2003 - February 2004

Education
La Salle University   2002 — 2013
Master of Education (M.Ed.), Elementary / Special Education

Temple University   1990 — 1994
B.S., Economics

Temple University   1990 — 1994
B.S., Finance

Karen Dillon Rodriguez, CFA Karen Dillon Rodriguez, CFA Greater New York City Area Details
Karen Dillon Rodriguez, CFA's Merrill Lynch Experience 1999 - 2003
Job Prime Brokerage & Investor Services Sales
Industry Financial Services
Experience
J.P. Morgan   October 2014 - Present
J.P. Morgan   April 2004 - March 2009
Merrill Lynch   1999 - 2003
ABN AMRO Bank N.V.   1998 - 1999
BZW (Barclays de Zoete Wedd)   1997 - 1998
Bankers Trust  1993 - 1995
NOEVIR U.S.A., INC.   1991 - 1993

Education
The University of Chicago   1995 — 1997
Master of Business Administration (MBA), Finance

Lafayette College   1987 — 1991
Bachelor of Arts (BA), Economics

Irene Dobrin, MBA Irene Dobrin, MBA Greater Philadelphia Area Details
Irene Dobrin, MBA's Merrill Lynch Experience June 2004 - April 2006
Job Manager, Financial Operations at Ascena Retail Group
Industry Retail
Experience
Ascena Retail Group, Inc.   January 2011 - Present
Charming Shoppes  November 2009 - January 2011
Charming Shoppes  February 2007 - December 2009
Hirtle, Callaghan, & Co.   April 2006 - February 2007
Merrill Lynch   June 2004 - April 2006
Campbell Soup  2003 - 2004

Skills
Financial Analysis, Finance, Corporate Finance, Budgets, Business Strategy, Portfolio Management, Retail, Forecasting, Financial Reporting, Process Improvement, Microsoft Excel, Strategic Planning, Accounting, Microsoft Office, Project Management, Vendor Management, PowerPoint

Education
La Salle University - School of Business Administration   2007 — 2009
MBA, Finance, General

The University of Queensland   2003 — 2003
Bachelor's degree, Study Abroad Experience

Penn State University   2000 — 2003
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Craig Burel Craig Burel Greater New York City Area Details
Craig Burel's Merrill Lynch Experience June 2009 - August 2009
Job Sales Operations Manager at FiscalNote
Industry Financial Services
Experience
FiscalNote  July 2015 - Present
FiscalNote  March 2015 - Present
FiscalNote  September 2014 - February 2015
FiscalNote  March 2014 - August 2014
Activore   July 2013 - December 2013
Morgan Stanley  March 2011 - June 2013
Merrill Lynch   June 2009 - August 2009

Skills
Business Development, Analysis, Market Research, Microsoft Excel, Investments, Sales, Management, Sales Operations, Financial Modeling, Analytics, Project Management, Salesforce.com, Start-ups, SaaS, Equities, Valuation, HTML, Photoshop, Social Media, Final Cut Pro

Education
Lafayette College   2007 — 2010
BA, Economics and Business

Morristown Beard-School   2001 — 2005

Michael Hoober, MA, MPE Michael Hoober, MA, MPE Lancaster, Pennsylvania Area Details
Michael Hoober, MA, MPE's Merrill Lynch Experience September 1999 - May 2000
Job Licensed Professional Counselor (LPC)
Industry Individual & Family Services
Experience
Lancaster International Short Film Festival   October 2007 - Present
Pennsylvania College of Art & Design  January 2008 - Present
Michael Hoober, LPC   January 2012 - Present
Catholic Charities In-Home Intensive Program   April 2004 - February 2013
Pennsylvania College of Art & Design  2005 - December 2012
Summit Quest Academy   June 2001 - March 2003
Morgan Stanley  August 2000 - June 2001
Merrill Lynch   September 1999 - May 2000
A New Leaf (Prehab of Arizona)   July 1997 - August 1999
Corrupted Image (C.I.) Records   1994 - 1997

Skills
Mental Health, Event Management, Entrepreneur, Event Planning, College Teaching, Mentoring, General Operations, Career Counseling, Counseling, Assessment, Consultation, Psychotherapy, Entrepreneurship, Adolescents, Teaching, Research, Technology Needs..., Psychology, Grant Writing, Mental Health Counseling, Training, Leadership, Program Development, Higher Education, Nonprofits, Public Speaking, Student Counseling, Clinical Psychology, Curriculum Development, Curriculum Design, Community Outreach, Therapists, Case Management, Interventions

Education
University of Pennsylvania   2007 — 2009
MPE, Professional Counseling

La Salle University   1994 — 1997
MA, Human Services Psychology

La Salle University   1989 — 1993
BA, Psychology

Amy Shannon Amy Shannon Greater New York City Area Details
Amy Shannon's Merrill Lynch Experience June 2011 - August 2011
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2013 - Present
Bank of America, U.S. Trust   May 2012 - September 2012
Merrill Lynch   June 2011 - August 2011

Skills
Wealth Management, Wealth, Investment Management, Alternative Investments, Public Speaking, Social Media, Research

Education
Lafayette College   2009 — 2013
Bachelor of Arts (B.A.), Government and Law

Garden City High School   2005 — 2009

James McCool James McCool Easton, Pennsylvania Details
James McCool's Merrill Lynch Experience June 2012 - August 2012
Job Student at Lafayette College
Industry
Experience
CA Fortune   June 2015 - Present
NBCUniversal, Inc.   January 2015 - January 2015
Sony Music Entertainment  June 2013 - August 2013
Summit Security Services, Inc.   December 2011 - August 2013
Merrill Lynch   June 2012 - August 2012

Education
Lafayette College   2011 — 2015
Bachelor of Arts (B.A.), Economics

Greg Rau Greg Rau Greater New York City Area Details
Greg Rau's Merrill Lynch Experience January 2012 - January 2012
Job Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  June 2013 - Present
Credit Suisse  June 2012 - August 2012
Merrill Lynch   January 2012 - January 2012

Skills
Bloomberg Terminal, Microsoft Excel, VBA, Java, Microsoft Office, Research, PowerPoint, Sales, Finance, Trading, Public Speaking, Investments, Fixed Income, Valuation, Derivatives, Structured Products, Microsoft Word

Education
Lafayette College   2009 — 2013
BA, Economics

Chuck Ikner Chuck Ikner Greater Atlanta Area Details
Chuck Ikner's Merrill Lynch Experience 1996 - 1998
Job Area Sales Manager Novartis Oncology
Industry Pharmaceuticals
Experience
Novartis Oncology  2010 - Present
Novartis Oncology  2007 - 2010
Novartis Oncology  2004 - 2007
Purdue Pharma  2003 - 2004
Purdue Pharma  2000 - 2003
Wyeth Pharmaceuticals  1998 - 2000
Merrill Lynch   1996 - 1998
Prudential Financial  1995 - 1996
Ernst Home Centers  1994 - 1995
Dow Chemical  1992 - 1994

Skills
Pharmaceutical Sales, Oncology, Sales Effectiveness, Pharmaceutical Industry, Managed Care, Hematology, Hospital Sales, Buy & Bill, Sales Management, Marketing

Education
Penn State University   1990 — 1992
MBA, Marketing & Supply Chain Management

La Sierra University   1984 — 1988
BBA, Management

David R. Rose, Jr., CFA David R. Rose, Jr., CFA Greater New York City Area Details
David R. Rose, Jr., CFA's Merrill Lynch Experience 1996 - 1996
Job Senior Investment Professional
Industry Financial Services
Experience
The Brick Presbyterian Church   2013 - Present
Citigroup  2005 - 2012
Lehman Brothers  1999 - 2002
Salomon Smith Barney  1996 - 1999
Merrill Lynch   1996 - 1996

Skills
Investments, Equity Research, Equities, Asset Managment, Financial Modeling, Machinery, Agriculture, Commodity Markets, Advertising Research, Financial Analysis, Corporate Finance, Asset Management, Trading, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Mergers & Acquisitions, Investment Banking, Structured Finance, Fixed Income, Valuation, Investment Strategies, Analysis, Alternative Investments, Emerging Markets, Capital Markets, Financial Markets, Securities, Structured Products, Private Equity, Series 7, Equity Valuation

Education
Northwestern University   1992 — 1996
M.A., Economics

London School of Economics and Political Science
M.Sc., Economics

Lafayette College
A.B, Economics and Business, Cum Laude with Honors

Glenbrook North

Lorna Mazza, MBA, CRS, GRI, CIPS, ABR, LEED AP Lorna Mazza, MBA, CRS, GRI, CIPS, ABR, LEED AP Melbourne, Florida Area Details
Lorna Mazza, MBA, CRS, GRI, CIPS, ABR, LEED AP's Merrill Lynch Experience February 2001 - April 2002
Job Florida's Space Coast Commercial, Residential and International Real Estate Broker at Mazza Realty, Inc.
Industry Real Estate
Experience
Mazza Realty Inc   May 2009 - Present
National Association of Realtors  2006 - Present
Anthony J. Mazza, AIA, Architects and Planners, P.A.   July 2004 - Present
REMAX Absolute  May 2008 - April 2009
ERA Showcase   November 2006 - April 2008
UBS Wealth Management  April 2002 - July 2004
Merrill Lynch   February 2001 - April 2002
Rohm and Haas  July 1984 - December 1999
Albert Einstein Medical Center  April 1981 - June 1984

Skills
Digital Photography, MS Office Suite, Adobe Creative Suite, ABR, Residential, Sellers, Luxury, Foreclosures, Residential Homes, Real Estate Development, Short Sales, Microsoft Office, Real Estate, Buyers, Selling, Property, REO, Analytical Chemistry, Cancer Research, Environmental Chemistry, Green Chemistry, Metabolite..., Technical Writing, Technical Presentations, Chemistry, Research, Project Management, Radiochemistry

Education
La Salle University - School of Business Administration   1997 — 2000
MBA, International Finance and Portfolio Management

La Salle University - School of Business Administration   1997 — 2000
Fellow, Electronic Commerce Institute

University of Santo Tomas   1973 — 1978
Bachelor of Science, Chemistry

St. Joseph's College, QC   1961 — 1973
Kindergarten to High School, HS Diploma

Danny Heenan Danny Heenan Greater Philadelphia Area Details
Danny Heenan's Merrill Lynch Experience October 1979 - March 1989
Job Director Investments at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc.   June 2012 - Present
Wheat First Securities  March 1989 - June 2001
Merrill Lynch   October 1979 - March 1989

Skills
Securities, 401(k) Rollovers, Wealth Management..., Retirement-Plan..., Estate Investment...

Education
La Salle University   1972 — 1975
Bachelor of Business Administration (B.B.A.), Economics, A

Emily Evanko Emily Evanko Glen Gardner, New Jersey Details
Emily Evanko's Merrill Lynch Experience March 2014 - March 2014
Job Research Summer Analyst at StepStone Group; World Ranked Competitive Snowboarder
Industry
Experience
StepStone Group  June 2015 - Present
Bloomberg LP  September 2014 - Present
Lafayette College Student Government   December 2013 - Present
Lafayette College  April 2013 - Present
Lazard  January 2015 - January 2015
Plymouth Notch Private Ski Resort   June 2014 - August 2014
Merrill Lynch   March 2014 - March 2014
Morgan Stanley  January 2014 - 2014
American Cancer Society  June 2013 - October 2013
Goldman Sachs  June 2013 - August 2013

Skills
Event Management, Public Speaking, Marketing, Social Media, Advertising, Fundraising, Event Planning, Sales, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Research

Education
Lafayette College   2012 — 2016
Bachelor of Arts (B.A.), Economics with a Finance Certificate and Philosophy Minor

Voorhees High School   2010 — 2012

Stratton Mountain School   2008 — 2009

Lauren Craig Lauren Craig Greater Philadelphia Area Details
Lauren Craig's Merrill Lynch Experience October 2009 - May 2010
Job Senior Manager, Public Affairs & Communications at The CocaCola Company North America Group
Industry Food & Beverages
Experience
The Coca-Cola Company  September 2014 - Present
Big Brothers Big Sisters Southeastern PA  May 2014 - September 2014
Big Brothers Big Sisters Southeastern PA  December 2010 - April 2014
Big Brothers Big Sisters Southeastern PA  May 2010 - December 2010
Merrill Lynch   October 2009 - May 2010
Bailey Brand Consulting  November 2008 - February 2009
Bailey Brand Consulting  June 2008 - August 2008

Skills
Event Management, Leadership, Research, Event Planning, Social Media, Public Relations, Strategic Planning, Community Outreach, Volunteer Management, Fundraising, Public Speaking, Non-profits, Government, Nonprofits, Editing, Media Relations, Community Development, Social Media Marketing, Grants, PowerPoint, Grant Writing, Press Releases, Social Networking, Microsoft Office, Stewardship, Internal Communications, Blogging, Strategic Communications, Advertising, Philanthropy, Marketing Communications, Training, Marketing, Microsoft Excel, Proposal Writing, Management, Program Development, Public Policy

Education
La Salle University   2005 — 2009
Bachelor of Science in Business Administration, Marketing & Public Relations

Angela Pflug Angela Pflug New York, New York Details
Angela Pflug's Merrill Lynch Experience May 2009 - August 2009
Job BlackRock
Industry Financial Services
Experience
BlackRock  March 2015 - Present
MFP Investors, LLC  October 2012 - March 2015
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.)   June 2010 - September 2012
Merrill Lynch   May 2009 - August 2009

Education
Lafayette College   2006 — 2010
BA, Business & Economics

Richard Brazukas Richard Brazukas Jenkintown, Pennsylvania Details
Richard Brazukas's Merrill Lynch Experience May 2013 - August 2013
Job Associate Intern at Drucker & Scaccetti, P.C.
Industry Financial Services
Experience
La Salle University  August 2011 - Present
La Salle University  January 2013 - Present
Drucker & Scaccetti, P.C.   January 2014 - April 2014
Merrill Lynch   May 2013 - August 2013

Skills
Investments, Corporate Finance, Strategic Financial..., Finance, Portfolio Management, Investment Banking, Capital Markets, Accounting, Financial Reporting, Asset Management

Education
La Salle University   2011 — 2015
Accounting

Andrew Sepe Andrew Sepe Greater New York City Area Details
Andrew Sepe's Merrill Lynch Experience 2005 - 2008
Job Director at CIT
Industry Banking
Experience
CIT  2015 - Present
ING  2008 - 2014
Merrill Lynch   2005 - 2008
Royal Bank of Scotland  2004 - 2005
IBJ Schroder  1997 - 2004
PNC  1995 - 1997

Skills
Credit, Banking, Portfolio Management, Finance, Private Equity, Credit Analysis, Loans, Securities

Education
Seton Hall University   1996 — 1999
Master of Business Administration (MBA), Finance

Lafayette College   1990 — 1994
Bachelor of Arts (BA), Major: Business/Economics, Minor: Anthropology/Sociology

Lizelle Pernia Lizelle Pernia Greater New York City Area Details
Lizelle Pernia's Merrill Lynch Experience September 2015 - Present
Job Document Controller & Client Relationship Manager Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2015 - Present
Merrill Lynch   June 2013 - August 2013
Vector Marketing  May 2013 - August 2013
St. Luke's Parish   December 2008 - April 2011

Skills
Comminution, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Hospitality, Typing, Theatre, Performing Arts, Dance, Social Networking, Singing

Education
La Salle University   2011 — 2015
Bachelor of Business Administration (BBA), Finance

La Salle University   2011 — 2015
Bachelor of Business Administration (BBA), International Business

Paramus Catholic High School   2007 — 2011

Katie Benek Katie Benek Philadelphia, Pennsylvania Details
Katie Benek's Merrill Lynch Experience June 2011 - August 2011
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard  August 2015 - Present
Vanguard  May 2014 - Present
Vanguard  June 2013 - May 2014
FDIC  May 2012 - August 2012
For Pete's Sake Cancer Respite Foundation  August 2011 - January 2012
Merrill Lynch   June 2011 - August 2011

Skills
Microsoft Office, Time Management, Leadership, Event Management, PowerPoint, Microsoft Excel, Query Analysis, Communication, Client Service Oriented, Fundraising, Finance, Financial Analysis, Mutual Funds, Financial Reporting, Financial Accounting, Financial Statement..., Analysis

Education
La Salle University   2009 — 2013
Finance and Marketing

Peter G. Barlow, CIMA® Peter G. Barlow, CIMA® Greater Philadelphia Area Details
Peter G. Barlow, CIMA®'s Merrill Lynch Experience September 1991 - June 2007
Job Vice President Investments at Princeton Wealth Advisors of Raymond James
Industry Financial Services
Experience
Princeton Wealth Advisors of Raymond James   June 2007 - Present
Merrill Lynch   September 1991 - June 2007

Education
Lafayette College   1987 — 1991
BA, Economics

Paul D'Antonio Paul D'Antonio Greater Philadelphia Area Details
Paul D'Antonio's Merrill Lynch Experience April 2000 - June 2000
Job Benefits and Retirement Services
Industry Banking
Experience
TD Wealth Management  June 2011 - Present
Bongo Agency   August 2010 - June 2011
Razorfish Health  January 2008 - May 2010
STEPHEN H. ROSEN ASSOCIATES, INC   December 2001 - January 2008
Merrill Lynch   April 2000 - June 2000

Education
La Salle University - School of Business Administration   1996 — 2000

Haddon Township High School

Hans Hawrysz Hans Hawrysz Greater Boston Area Details
Hans Hawrysz's Merrill Lynch Experience 1985 - 1990
Job Business Innovator
Industry Financial Services
Experience
ePark Systems.com   October 2006 - October 2011
CMGI  1996 - 2002
AT&T  1990 - 1996
Merrill Lynch   1985 - 1990
American Express  1975 - 1985

Skills
Start-ups, E-commerce, Strategy, Business Development, Business Strategy, Product Development, Market Research, Analytics, Strategic Partnerships, Strategic Planning, Marketing, CRM, Management, Product Marketing, Sales Process, Business Planning, Product Management, Payment Systems, Marketing Strategy, Marketing Communications, Competitive Analysis, SaaS, P&L Management, Entrepreneurship, Mergers & Acquisitions, Lead Generation, Executive Management, New Business Development, Cross-functional Team..., Go-to-market Strategy, Management Consulting, Customer Acquisition

Education
La Salle University
BA, Economcis

New York University - Leonard N. Stern School of Business
MBA

Tyler Vernon Tyler Vernon Greater New York City Area Details
Tyler Vernon's Merrill Lynch Experience March 2000 - August 2007
Job CEO Biltmore Capital Advisors
Industry Investment Management
Experience
Biltmore Capital Advisors  August 2007 - Present
Merrill Lynch   March 2000 - August 2007

Education
Lafayette College   1995 — 1999
BA, Economics/Business

University of Pennsylvania - The Wharton School

Michael Dabrowski Michael Dabrowski Greater Philadelphia Area Details
Michael Dabrowski's Merrill Lynch Experience July 2009 - February 2014
Job Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Merrill Edge  February 2014 - May 2015
Merrill Lynch   July 2009 - February 2014
Merrill Lynch   December 2006 - July 2009
Ameriprise Financial Services, Inc.   April 2006 - December 2006

Skills
Analytics, Process Improvement, Finance, Leadership, Customer Engagement, Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Retirement, 401k, Wealth Management, Investment Advisory, Six Sigma, MIS, Microsoft Excel, Consultative Selling..., Financial Services, Program Management, Retirement Planning

Education
La Salle University   1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General

Camden Catholic High School   1995 — 1999

Patrick Unrath Patrick Unrath United States Details
Patrick Unrath's Merrill Lynch Experience 2007 - 2009
Job Business Support, Real Estate & Contingency Plan Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  December 2014 - Present
Bank of America Merrill Lynch  July 2013 - December 2014
Bank of America Merrill Lynch  October 2009 - July 2013
The Home Depot  January 2003 - October 2009
Merrill Lynch   2007 - 2009

Skills
Series 7, Uniform Combined State..., FINRA, Finance, Wealth Management, Relationship Management, Mutual Funds, Financial Services, Investments, Salesforce.com, Banking, Accounting, Customer Service, Analysis, Equities, Risk Management, Management, Fixed Income, Portfolio Management, Securities, Financial Analysis, Training, Credit

Education
La Salle University   2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.73

Temple University - Fox School of Business and Management   2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5

Courtney Bryan Courtney Bryan New York, New York Details
Courtney Bryan's Merrill Lynch Experience May 2012 - June 2014
Job Sales Assistant at Cornerstone Macro
Industry Financial Services
Experience
Cornerstone Macro LP  June 2014 - Present
Merrill Lynch   May 2012 - June 2014
The Tanzanian Children's Fund   2010 - 2011

Skills
Word, PowerPoint, Excel, Social Media, Photoshop, Swahili (conversant), Microsoft Word, Microsoft Excel, Microsoft Office, Teaching, Facebook, Outlook, Data Analysis, Teamwork

Education
Lafayette College   2006 — 2010
Bachelor of Arts, Policy Studies, Minor in Art

Winchester High School   2002 — 2006

Jim Blum Jim Blum Edison, New Jersey Details
Jim Blum's Merrill Lynch Experience June 1981 - March 1989
Job Director of Sales at Optimum Lightpath
Industry Telecommunications
Experience
Optimum Lightpath  November 2013 - Present
XO Communications  November 2010 - Present
Level 3 Communications  September 2008 - November 2010
Sprint  October 2001 - September 2008
Nortel Networks  November 2000 - October 2001
GTE / Verizon  October 1999 - November 2000
MCI  March 1989 - March 1999
Merrill Lynch   June 1981 - March 1989

Skills
Channel Management, Contract Negotiations, Strategic Partnerships, SIP Trunking, Managed Services, Solution Selling, VoIP, Unified Communications, Wireless, IP, MPLS, Consultative Selling, Direct Sales, Telecommunications, P&L Management, Go-to-market Strategy, PBX, LAN/WAN, Cloud Computing, Strategy, Product Development, LAN-WAN, Channel Partners, Contract Negotiation, Sales Process, Selling, Business Development, Vendor Management, B2B, CRM, Enterprise Software, Leadership, Co-location, Sales Operations, Sales Management, Telephony, Account Management, Management, Networking, New Business Development, Sales, Program Management

Education
La Salle University - School of Business Administration   1977 — 1981
BA, Economics, finance

Father Judge

Chris Fossel Chris Fossel Greater New York City Area Details
Chris Fossel's Merrill Lynch Experience June 2007 - January 2008
Job Disability Consulting President
Industry Nonprofit Organization Management
Experience
Disability Consultant   February 2008 - Present
Merrill Lynch   June 2007 - January 2008
Merrill Lynch   1993 - 2007
Merrill Lynch   1986 - 1992

Skills
Wealth Management, Management, Non-profits, Leadership, Relationship Management, Coaching, Process Improvement, Change Management, Project Management, Strategy, Series 7, Team Building, Vendor Management, Nonprofits, Investments, Event Management, Financial Services, Fixed Income, Mergers & Acquisitions, Leadership Development, Public Speaking, Management Consulting, Strategic Planning, Program Management, Risk Management, Executive Management, Organizational...

Education
Lafayette College   1959 — 1973
BA, Phsychology and Teaching

Genevieve Palmer Genevieve Palmer Greater Philadelphia Area Details
Genevieve Palmer's Merrill Lynch Experience March 2006 - August 2007
Job Director, MLSN Strategy & Support at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2015 - Present
Bank of America Merrill Lynch  December 2013 - March 2015
Bank of America Merrill Lynch  June 2011 - December 2013
Bank of America Merrill Lynch  February 2010 - June 2011
Bank of America Merrill Lynch  August 2007 - February 2010
Merrill Lynch   March 2006 - August 2007
Merrill Lynch   October 2003 - February 2006
FloraGift.com   October 2002 - October 2003
Image Systems for Business   October 1999 - September 2002

Skills
Six Sigma, Financial Services, Risk Management, Wealth Management, Process Improvement, Business Analysis, Operations Management, Call Center Management, Call Centers, Vendor Management, Marketing, Project Management, Strategy, Business Process..., CRM, Investments, Leadership, Management, Financial Analysis

Education
Lafayette College   1995 — 1999
BA, Economics, Business & Geology

Li Po Chun United World College   1993 — 1995
International Baccalaureate, General

King George The Fifth School   1988 — 1993
GCSE, General

Keith Donnell, CFP® Keith Donnell, CFP® Greater Philadelphia Area Details
Keith Donnell, CFP®'s Merrill Lynch Experience May 1987 - February 1994
Job ModernWealthConcepts LLC
Industry Financial Services
Experience
ModernWealthConcepts LLC   July 2010 - Present
Saint Joseph's University  May 2010 - Present
Capital Group  May 2006 - April 2009
Deutsche Bank  1994 - 2006
Merrill Lynch   May 1987 - February 1994
United States Marine Corps  June 1977 - June 1981

Skills
Strategic Planning, Investments, Nonprofits, Public Speaking, Leadership, Management, Financial Analysis, Leadership Development, Budgets, Team Building

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2006
Executive MBA, Business

La Salle University - School of Business Administration   1982 — 1987
B.S., Accounting

Ericka (Missy) Chehi Ericka (Missy) Chehi Greater Philadelphia Area Details
Ericka (Missy) Chehi's Merrill Lynch Experience January 2012 - January 2012
Job Internal Auditor at Vanguard
Industry Financial Services
Experience
Vanguard  April 2015 - Present
Campbell Soup Company  April 2013 - April 2015
Ernst & Young  June 2012 - September 2012
Merrill Lynch   January 2012 - January 2012
International Union for Conservation of Nature - China   June 2011 - August 2011
PPL EnergyPlus, LLC  May 2010 - August 2010
Fragrance Manufacturing Incorporated   January 2010 - January 2010
Delaware Community Foundation  2009 - August 2009
Delaware Youth Leadership   2007 - 2008

Skills
Public Speaking, Stata, Photography, Writing Skills, Microsoft Office, Research, Data Analysis, Mandarin, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, SAP, TeamMate, International Relations

Education
Lafayette College   2008 — 2012
Bachelor of Arts, Economics; Asian Studies (Honors)

Tower Hill School

Dan Loftus, CFP®, CIMA® Dan Loftus, CFP®, CIMA® Greater Philadelphia Area Details
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

Charles Lovell Charles Lovell Greater Philadelphia Area Details
Charles Lovell's Merrill Lynch Experience February 2006 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2006 - Present
Morgan Stanley  January 1999 - February 2006

Skills
Forecasting, Series 7, Retirement Planning, Asset Management, Investments, Strategic Planning, Portfolio Management, Wealth Management, Wealth, Mutual Funds, Certified Financial...

Education
Lafayette College   1995 — 1999
BA, Political Science, Art History

Dana Levine Dana Levine Greater New York City Area Details
Dana Levine's Merrill Lynch Experience March 2004 - May 2009
Job Talent Acquisition Manager at PepsiCo
Industry Human Resources
Experience
PepsiCo  2009 - Present
Merrill Lynch   March 2004 - May 2009
Standard & Poor's   2002 - 2004
Accenture  2000 - 2002

Skills
Talent Acquisition, Executive Search, Campus Recruiting, Talent Development, Talent Management, Sales, Recruiting, Management, Onboarding, College Recruiting, Succession Planning, Workforce Planning, Applicant Tracking..., Leadership Development, Resume Writing, Employee Relations, Internet Recruiting, Employment Law, Technical Recruiting, Sourcing, Personnel Management, Change Management, Human Resources, Time Management, HRIS, Employer Branding, Employee Engagement

Education
Teachers College of Columbia University   2002 — 2004
MA, Organizational Psychology

Lafayette College   1996 — 2000
BA, Psychology

Elizabeth Harris Elizabeth Harris San Francisco, California Details
Elizabeth Harris's Merrill Lynch Experience October 2006 - July 2008
Job Management Consultant focused on Consumer and Retail Industries
Industry Retail
Experience
A.T. Kearney   February 2014 - Present
Sears Holdings Corporation  March 2013 - January 2014
Sears.com  January 2012 - February 2013
Sears Holdings Corporation  August 2010 - January 2012
Saks Fifth Avenue  June 2009 - August 2009
Merrill Lynch   October 2006 - July 2008
Wachtell, Lipton, Rosen & Katz   July 2004 - October 2006

Skills
Strategy, Financial Modeling, Pricing, Leadership, Marketing, Retail, Merchandising, Pricing Strategy, Analytics, Strategic Planning, Forecasting, Marketing Strategy, Customer Retention, E-commerce, Market Analysis, Segmentation

Education
The Tuck School of Business at Dartmouth   2008 — 2010
MBA, Strategy, General Management

Lafayette College   2000 — 2004
B.A., Business & Economics

Mendon High School

Bob Lilley, CFP Bob Lilley, CFP Albany, New York Area Details
Bob Lilley, CFP's Merrill Lynch Experience February 1996 - Present
Job New York Capital Complex Sales Manager at
Industry Capital Markets
Experience
Merrill Lynch   February 1996 - Present

Skills
Wealth Management, Portfolio Management, Investments, Retirement, 401k Rollovers, High Net Worth..., Wealth Management..., Series 7, Alternative Investments, Investment Advisory, ETFs, Strategic Planning, Mutual Funds, Wealth, Retirement Planning, Equities, Asset Management, Finance

Education
State University of New York Empire State College
Bachelor of Science (BS)

La Salle University - School of Business Administration
BS - Finance

Penn State University   1984 — 1986
Bachelor of Science (BS)

Karen Meshkov, MBA Karen Meshkov, MBA Greater Philadelphia Area Details
Karen Meshkov, MBA's Merrill Lynch Experience May 2007 - October 2008
Job helping local health,wellness & sustainability businesses to grow their clientelle and engage with their communities
Industry Health, Wellness and Fitness
Experience
Natural Awakenings of Bucks and Montgomery   March 2015 - Present
Philadelphia Eyeglass Labs   September 2008 - Present
Merrill Lynch   May 2007 - October 2008
DDCworks  2006 - 2006
Kimmel Center, Inc.   2002 - 2004
Painted Bride Art Center  2000 - 2002

Skills
Finance, Customer Service, Nonprofits, Public Speaking, Management, Sales, Philanthropy, Budgets, Microsoft Office, Strategic Planning, Marketing, Leadership, Non-profits, Small Business, Marketing Strategy, Entrepreneurship, Fundraising, Event Planning, Social Networking, Strategy, Start-ups, Sales Management, Sales Operations, Public Relations, Sales & Marketing...

Education
La Salle University - School of Business Administration   2005 — 2006
MBA, Management

The George Washington University   1997 — 2000
BA, Communications, Theater

New York University   1996 — 1997
Acting, Tisch School of the Arts

Abington Friends School   1991 — 1996
High School

Joseph Mallee Joseph Mallee Center Valley, Pennsylvania Details
Joseph Mallee's Merrill Lynch Experience 1998 - 2000
Job Chief Executive Officer at MassMutual Eastern Pennsylvania
Industry Financial Services
Experience
MassMutual Eastern Pennsylvania  January 2011 - Present
Peerless Business Advisors LLC   October 2012 - Present
Independence Financial Associates  January 2009 - January 2011
Guardian Life Insurance  June 2000 - December 2008
Merrill Lynch   1998 - 2000

Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Wealth Management, Insurance, Disability Insurance, Financial Planners, Financial Services, Leadership, Team Building, Financial Analysis, Credit, LLC, Small Business, Risk Management, Securities, Asset Allocation, Financial Advisory, Long Term Care Insurance, Whole Life, Term Life Insurance, Investment Advisory, Strategic Financial..., IRAs, Wealth Accumulation, Employee Benefits, Portfolio Management, Wealth, Finance, Mutual Funds, Retirement Plan..., Real Estate, Long-term Care, Series 6, Defined Benefit, Succession Planning, Variable Annuities, Series 63, 401k Rollovers, Series 7, Asset Managment, Analysis, Property & Casualty..., College Savings Plans, Health Insurance, Universal Life, Series 24, Sales

Education
Aji Network   2008 — 2010
Graduate of Business Professionals Program

La Salle University - School of Business Administration   1996 — 2000
Bachelor of Science, Business Administration

Anthony Badillo, CFP® Anthony Badillo, CFP® Washington D.C. Metro Area Details
Anthony Badillo, CFP®'s Merrill Lynch Experience January 2007 - January 2009
Job Financial Planning Analyst
Industry Financial Services
Experience
Edelman Financial Services  February 2013 - Present
Success Academy Charter Schools  June 2012 - February 2013
Teach For America  June 2012 - February 2013
Fronteir 21 Education Solutions   July 2011 - May 2012
Edelman Financial Services  August 2009 - May 2011
Merrill Lynch   January 2007 - January 2009

Skills
Investments, Financial Analysis, Financial Planning, Mutual Funds, Asset Management, Wealth Management, Financial Services

Education
Lafayette College   2003 — 2007
Bachelor's degree, Economics and Business, Cum Laude with Honors

Kevin Seery Kevin Seery United States Details
Kevin Seery's Merrill Lynch Experience June 2014 - August 2014
Job Investment Management Consultant at FactSet
Industry
Experience
FactSet  April 2015 - Present
Merrill Lynch   June 2014 - August 2014
EGR International  May 2013 - January 2014
Vector Marketing  June 2013 - August 2013

Skills
Account Management, Marketing, Marketing Strategy, Social Networking, Microsoft Office, Highly personable, Success Driven, Coachable, Leadership, Public Speaking

Education
Lafayette College   2011 — 2015
Bachelor of Arts (B.A.), Economics

Chris Palliser Chris Palliser Greater New York City Area Details
Chris Palliser's Merrill Lynch Experience June 2009 - August 2009
Job Vice President at Scotts Flowers NYC
Industry Retail
Experience
Neuberger Berman  March 2013 - September 2013
Neuberger Berman  May 2012 - March 2013
Neuberger Berman  February 2011 - May 2012
Merrill Lynch   June 2009 - August 2009
Merrill Lynch   December 2008 - January 2009

Skills
Series 7, Series 63, Series 24, Microsoft Word, Microsoft Office, Economics, Financial Markets, Social Media, Operations Management

Education
Lafayette College
Bachelor of Arts; Certificate, Economics and Business; Finance

Christopher Manuell Christopher Manuell Toronto, Canada Area Details
Christopher Manuell's Merrill Lynch Experience April 2000 - February 2001
Job Director | Fixed Income Derivative Sales and Trading | Societe Generale Canada
Industry Capital Markets
Experience
Societe Generale Canada   November 2014 - Present
Newedge Canada   March 2011 - November 2014
RBC Capital Markets  September 2007 - March 2011
Fimat Banque SA   January 2005 - March 2007
IDEAglobal  January 2002 - May 2004
Stockcube Research Limited   March 2001 - December 2001
Merrill Lynch   April 2000 - February 2001
Merrill Lynch   October 1994 - April 2000

Skills
Options, Trading, Fixed Income, Equities, Capital Markets, Investment Banking, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Technical Analysis

Education
CMT   2003 — 2004
Chartered Market Technician

Financial Institute of Australasia   1993 — 1997
Graduate Diploma in Applied Finance and Investment

La Trobe University   1989 — 1992
Bachelor of Economics

Kevin McCarville Kevin McCarville Greater New York City Area Details
Kevin McCarville's Merrill Lynch Experience May 2010 - August 2010
Job Assistant Vice President Application Developer at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch  June 2015 - Present
JPMorgan Chase & Co.   January 2015 - June 2015
JPMorgan Chase  July 2012 - December 2014
Standard & Poor's   May 2011 - August 2011
Merrill Lynch   May 2010 - August 2010

Skills
Software Development, Databases, Java, Programming, SQL, Software Engineering, Linux, C++ Language, Python, Perl, Finance, Web Applications, HTML, C++

Education
Lafayette College   2009 — 2012
Bachelor of Science, Computer Science

Todd Weiss, CFA Todd Weiss, CFA Greater New York City Area Details
Todd Weiss, CFA's Merrill Lynch Experience July 1996 - September 2008
Job Franchise Opportunities | Career Alternative | Investment | Business Ownership | Business Coaching
Industry Professional Training & Coaching
Experience
Sunshine Consulting Ltd   August 2008 - Present
Ellipse Fitness  April 2010 - April 2015
Merrill Lynch   July 1996 - September 2008

Skills
Chartered Financial..., Franchise Consulting, Franchise Broker, Franchise Consultant, Franchising, Management Consulting, Training, Recruiting, Small Business, Franchise Sales, Entrepreneurship, Outplacement, Strategic Planning, Executive Management, Social Networking, Marketing Communications, New Business Development, Management, Social Media, Social Media Marketing, Email Marketing, Online Marketing, Advertising, Start-ups, Public Relations, Web Marketing, Coaching, Sales, Online Advertising, Real Estate, Marketing, Leadership, Retail, Marketing Strategy, Customer Service, Lead Generation, Consulting, Business Planning, Leadership Development, Public Speaking, Strategic Partnerships, Program Management, Strategy, Business Development, Team Building, Selling, Networking, B2B, Sales Process, Customer Satisfaction

Education
Lafayette College   1992 — 1996
A.B., Economics & Business, History

The Stony Brook School   1989 — 1992

Shoreham Wading River   1988 — 1989

SWR

Jon Jaye Jon Jaye Houston, Texas Area Details
Jon Jaye's Merrill Lynch Experience December 2007 - February 2008
Job Regional Supply Manager Southeast / ERCOT / MISO ExxonMobil Power and Gas Services Inc. at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil  August 2014 - Present
ExxonMobil  December 2012 - August 2014
ExxonMobil  June 2011 - December 2012
ExxonMobil  September 2010 - June 2011
ExxonMobil  June 2009 - September 2009
ICAP  December 2008 - January 2009
Merrill Lynch   December 2007 - February 2008
Merrill Lynch   September 2005 - June 2006

Skills
Quantative Analysis, DCF Valuation, Business Analysis, New Business Development, Market Research, Financial Modeling, LNG, Oil & Gas Industry, Energy, Oil/Gas, Leadership, Upstream, Analysis, Strategy, Economics, Gas, Finance, Matlab, VBA, Natural Gas, Petroleum, Energy Industry, Engineering, Downstream Oil & Gas, Refinery, Commodity Markets, Process Engineering, Chemical Engineering, Petrochemical, Petroleum Engineering

Education
Lafayette College   2006 — 2010
BS, Chemical Engineering, 3.6 / 4.0 GPA

Bergen Academies   2002 — 2006
Academy for Engineering and Design Technology

Liangqing (Tracy) Cui Liangqing (Tracy) Cui Greater New York City Area Details
Liangqing (Tracy) Cui's Merrill Lynch Experience January 2015 - January 2015
Job Chinese Classical Paintings Christie's
Industry Fine Art
Experience
Christie's  January 2015 - May 2015
Lafayette College  January 2015 - May 2015
Merrill Lynch   January 2015 - January 2015
Bonhams  June 2014 - September 2014
Lafayette College  2012 - 2014
Lafayette College  2011 - 2014
Bayeux Enchères   November 2013 - November 2013
Cabinet Boutemy   November 2013 - November 2013
National Art Museum of China (中国美术馆)   June 2013 - August 2013

Education
Lafayette College   2011 — 2015
Bachelor of Arts (B.A.), Art History and Math

Université Paris-Sorbonne   2013 — 2013
Histoire de l'art (ART ET ARCHÉOLOGIE)

Atelier du Carrousel du Louvre   2013 — 2013
Sculpture et Modelage

Courtney Landolfe Courtney Landolfe Greater New York City Area Details
Courtney Landolfe's Merrill Lynch Experience June 2012 - August 2012
Job Marketing Assistant at J.Crew
Industry Marketing and Advertising
Experience
J.Crew  November 2014 - Present
Atlantic Records  June 2014 - August 2014
The Next Step Realty  November 2013 - May 2014
Lafayette College  September 2013 - May 2014
Indego Africa  June 2013 - August 2013
Discover Sevilla   September 2012 - December 2012
Merrill Lynch   June 2012 - August 2012

Skills
Marketing, Facebook, Microsoft Office, Omniture, Twitter, Spanish-speaking, Blogging, Salesforce.com, Vertical Response, Bit.ly, Pinterest, WordPress, MailChimp, Instagram, Blogger, Responsys Interact

Education
Lafayette College   2010 — 2014
Bachelor of Arts (B.A.), Economics; Spanish

Chatham High School   2006 — 2010
High School Diploma

Bill Casey Bill Casey Greater Philadelphia Area Details
Bill Casey's Merrill Lynch Experience 1998 - 2003
Job Managing Member at Locust Capital Management
Industry Financial Services
Experience
Locust Capital Management   July 2009 - Present
Locust Capital   October 2008 - Present
GMAC ResCap  August 2004 - September 2008
Merrill Lynch   1998 - 2003
Mellon Bank  1994 - 1998
Smith Barney  1992 - 1994
UBS  1988 - 1991

Skills
Capital Markets, Portfolio Management, Fixed Income, Risk Management, Banking, Mergers, Cash Management, Credit, Treasury Management, Finance, Wealth Management, Securities, Treasury, Hedging, Liquidity Management

Education
Temple University - Fox School of Business and Management   1997 — 1999
MBA

Lafayette College   1981 — 1985
BA, Economics and Finance

Drew Fullen Drew Fullen Greater Philadelphia Area Details
Drew Fullen's Merrill Lynch Experience July 2010 - September 2010
Job Financial Analyst US Retail at Campbell Soup Company
Industry Food & Beverages
Experience
Campbell Soup Company  October 2014 - Present
Campbell Soup Company  March 2014 - October 2014
Campbell Soup Company  June 2011 - March 2014
Merrill Lynch   July 2010 - September 2010

Skills
Financial Analysis, PowerPoint, Microsoft Excel, SAP, Auditing, Financial Modeling, Microsoft Word, Data Analysis

Education
Lafayette College   2007 — 2011
B.A, Economics and Business

Willam Penn Charter School   2003 — 2007

Anthony Parkinson Anthony Parkinson Fort Lauderdale, Florida Details
Anthony Parkinson's Merrill Lynch Experience January 1995 - December 1997
Job Nperspective CFO Services
Industry Financial Services
Experience
Parkinson Consulting, Inc.   April 2002 - Present
Hollywood Woodwork  2010 - 2010
LPS Capital, LLC   January 1998 - April 2002
Merrill Lynch   January 1995 - December 1997
Computower Technologies, Inc.   August 1992 - December 1994
Tunstall Consulting  August 1988 - August 1992
Deloitte (formerly Touche Ross)   May 1983 - July 1988

Skills
Finance, Management, Strategic Planning, Budgets, Financial Analysis, Investments, Due Diligence, Business Planning, Strategy, Mergers & Acquisitions

Education
Lafayette College   1979 — 1983
BA Economics, Accounting

John Robson Jr. John Robson Jr. Charlotte, North Carolina Area Details
John Robson Jr.'s Merrill Lynch Experience 1998 - 2000
Job Manager, Operations Support Services
Industry Utilities
Experience
Piedmont Natural Gas, Inc.   March 2015 - Present
Piedmont Natural Gas  June 2012 - March 2015
Piedmont Natural Gas  November 2011 - May 2012
TD Bank Financial Group  January 2010 - October 2011
Carfaro, Inc.   June 2006 - November 2008
US Home Systems  May 2002 - June 2006
Curran & Connors, Inc.   2000 - 2002
Merrill Lynch   1998 - 2000

Skills
Cash Management, Risk Management, Relationship Management, Customer Service, Financial Modeling, Process Improvement, Financial Analysis, Accounting, Analysis, Strategic Planning, Project Management, Variance Analysis, Microsoft Excel, Forecasting, Finance, Financial Reporting, Budgets, Strategic Financial..., Contract Management, Hyperion Enterprise, Business Process..., Sarbanes-Oxley Act, Internal Controls, Financial Services, Financial Planning

Education
La Salle University   2009 — 2011
MBA, Finance

The College of New Jersey   1996 — 1998
Bachelor's, Business Administration

Mercer County Community College   1993 — 1996
Transferred, Business Administration

Kristin Ocampo Kristin Ocampo Greater New York City Area Details
Kristin Ocampo's Merrill Lynch Experience August 2010 - August 2011
Job Key Account Manager at Rocket Fuel Inc.
Industry Marketing and Advertising
Experience
Rocket Fuel Inc.  July 2015 - Present
Rocket Fuel Inc.  January 2015 - June 2015
Rocket Fuel Inc.  March 2014 - January 2015
Neo@Ogilvy  October 2013 - March 2014
Neo@Ogilvy  December 2012 - October 2013
Neo@Ogilvy  October 2011 - December 2012
Merrill Lynch   August 2010 - August 2011
UBS  December 2009 - December 2009
Merrill Lynch   May 2009 - August 2009
BCI Financial Corporation   May 2007 - August 2008

Skills
Digital Media, Marketing, Marketing Strategy

Education
Lafayette College   2006 — 2010
BA, Mathematics & Economics

Christopher Schellens Christopher Schellens New York, New York Details
Christopher Schellens's Merrill Lynch Experience June 2012 - August 2012
Job Vice President, Online Acquisitions Marketing Manager at Citi
Industry Financial Services
Experience
Citi  July 2015 - Present
Citi  June 2013 - June 2015
Merrill Lynch   June 2012 - August 2012
ACARI Engineering   June 2011 - August 2011
Merrill Lynch   June 2010 - August 2010

Skills
AutoCAD, Engineering, Microsoft Office, Structural Analysis, Microsoft Excel, Surveying, Microsoft Word, PowerPoint, Structural Engineering

Education
Lafayette College   2010 — 2013
Double Major, Bachelor of Arts, Engineering Studies, Economics and Business

Heather Klemmer (Martin) Heather Klemmer (Martin) Greater New York City Area Details
Heather Klemmer (Martin)'s Merrill Lynch Experience July 2010 - Present
Job Director Strategic Concept Development at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  December 2013 - Present
Merrill Lynch   July 2010 - Present
US Bank  October 2008 - June 2010
Merrill Lynch   May 2005 - October 2008
Fleet Credit Card Services  October 2001 - April 2005
Fleet Credit Card Services  August 1998 - October 2001
Prudential Insurance  June 1997 - July 1998

Skills
CRM, Leadership, Financial Services, Analytics, Strategy, Segmentation, Salesforce.com, Credit Cards, Customer Experience, Direct Marketing, Vendor Management, Business Intelligence, Customer Retention, Direct Mail, Email Marketing, Call Centers, Multi-channel Marketing, Program Management, Client Experience, Call Center, Siebel, Real-time interactions, Lead Management, Mentoring, Loyalty Programs, Loyalty Marketing, Affinity Groups, Relational Databases, User Experience, Concept Development

Education
La Salle University   1999 — 2002
MBA

The College of New Jersey   1994 — 1997
BA

Jack Funchion Jack Funchion Greater New York City Area Details
Jack Funchion's Merrill Lynch Experience 2002 - 2004
Job Director of Sales, Northeast at Digital Realty Trust
Industry Real Estate
Experience
Digital Realty Trust  April 2007 - Present
Align Communications  September 2001 - April 2007
Credit Suisse  June 2005 - December 2006
Lehman Brothers  August 2004 - April 2005
Merrill Lynch   2002 - 2004
Thomson Financial  2002 - 2004
AT&T  2002 - 2004
Answerthink  June 1997 - September 2001
Mizuho Capital Markets Corp  1998 - 2000
Entex Information Services  June 1996 - June 1997

Skills
Data Center, Information Technology, Business Development, Strategic Partnerships, Cloud Computing, Infrastructure, IT Management, IT Strategy

Education
La Salle University   1980 — 1986

La Salle College High School   1976 — 1980

Eileen Troisi Schwed Eileen Troisi Schwed Greater Philadelphia Area Details
Eileen Troisi Schwed's Merrill Lynch Experience 2006 - 2009
Job Bank Treasury Management Services Solutions Professional
Industry Banking
Experience
Square 1 Bank  2014 - Present
Dovetail  2013 - 2014
Allegis Group  2010 - 2012
Merrill Lynch   2006 - 2009
PNC Bank  2005 - 2006
DVI Business Credit Corp.   2003 - 2004
County of Bucks, Dept. of Community & Business Development   2001 - 2003
Holy Family University  1995 - 2001

Skills
Treasury Services, Business Strategy, Product Management, Training & Development, Project Management, Treasury Management, Commercial Banking, Product Development, Cash Management, Bank Mergers, Banking, Relationship Management, Core Banking, Payments

Education
La Salle University
MBA

Temple University
B.A.

Matthew Michel Matthew Michel Greater Philadelphia Area Details
Matthew Michel's Merrill Lynch Experience May 2006 - December 2011
Job Vice President at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group  July 2013 - Present
Affinity Gaming  December 2011 - 2013
Merrill Lynch   May 2006 - December 2011
Southwood Partners   2004 - 2006
Fundy Minerals Ltd.   2004 - 2006

Skills
Venture Capital, Private Equity, Investment Banking, Capital Markets, Valuation, Investments, Equities, Portfolio Management, Corporate Development, Securities, Finance, Investment Management, Start-ups, Alternative Investments, Entrepreneurship, Bloomberg, Private Placements, Hedge Funds, Due Diligence, Capital, Financial Modeling, Business Development, New Business Development, Strategy, Mergers & Acquisitions, Financial Services, Financial Advisory, IPO, Structured Finance, LBO

Education
La Salle University - School of Business Administration   2000 — 2004
BSBA, Finance, Marketing

LaSalle College High School   1996 — 2000

Paige Marlow Paige Marlow Greater Philadelphia Area Details
Paige Marlow's Merrill Lynch Experience August 2010 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2010 - Present
Merrill Lynch   March 2006 - August 2010
New Jersey Manufacturers  1991 - 1998

Education
La Salle University   2000 — 2002
masters ed, elementary/special ed

La Salle University   1986 — 1990
ba, marketing

Chris Allora Chris Allora Greater New York City Area Details
Chris Allora's Merrill Lynch Experience 1997 - Present
Job Senior Vice President Investments, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   1997 - Present

Education
NYU Stern School of Business
MBA

Lafayette College   1994 — 1997

Andy Huber Andy Huber Valley Forge, Pennsylvania Details
Andy Huber's Merrill Lynch Experience April 2004 - March 2010
Job Configuration Analyst at Vanguard
Industry Financial Services
Experience
Vanguard  October 2012 - Present
RBC  March 2010 - October 2012
Merrill Lynch   April 2004 - March 2010
ABN AMRO Sage  January 2001 - April 2004
Philadelphia Stock Exchange  August 1999 - December 2000

Skills
Perl, Unix, Visual C#, C++, Root Cause Analysis, Java, Microsoft Office, JIRA, Hudson, Tortoise SVN, CVS, SQL, Shell Scripting, FIX Protocol, TIBCO EMS, Order Management, Smart Order Routing, Business Analysis, Exchange Connectivity, Latency Analysis, Electronic Trading, Software Configuration..., Quality Assurance, Quality Center, Release Management, Build Management, Regression, Test Automation, Strategic Planning, Production Support, Software Lifecycle..., TCP/IP, XML, Confluence

Education
Villanova University   2001 — 2005
MS, Computer Science

Lafayette College   1995 — 1999
BA, Mathematics / Economics

Lachlan Welsh Lachlan Welsh San Francisco Bay Area Details
Lachlan Welsh's Merrill Lynch Experience June 1997 - May 2007
Job Lachlan Welsh art/entertaiment fundraising
Industry Investment Management
Experience
"Mostly British Film"   January 2009 - Present
Lachlan Welsh Investments   June 2007 - Present
Merrill Lynch   June 1997 - May 2007
Norwich Union International   1989 - 1994
McIntosh Securities   1984 - 1988

Education
La Trobe University   1980 — 1985

Melbourne Grammar

berkeley drawing class

David Gash David Gash Greater Philadelphia Area Details
David Gash's Merrill Lynch Experience 2009 - Present
Job Wealth Management Specialist Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2009 - Present
Assent Trading LLC.   June 1998 - May 2009

Education
Lafayette College   1989 — 1994

Dara K. Johnson Dara K. Johnson Greater New York City Area Details
Dara K. Johnson's Merrill Lynch Experience June 1997 - July 2005
Job Managing Director in Private Wealth
Industry Financial Services
Experience
Fieldpoint Private  April 2008 - Present
Goldman Sachs  September 2005 - April 2008
Merrill Lynch   June 1997 - July 2005

Skills
Series 7, Alternative Investments, Hedge Funds, Equities, Asset Management, Mutual Funds, Fixed Income, Financial Services, Securities, Wealth Management, Investments, Private Equity, Series 63, Capital Markets, Asset Allocation, Financial Advisory

Education
Lafayette College   1993 — 1997
Bachelor of Arts (B.A.), Economics and Business

Millburn High School   1989 — 1993

Alex Gleeson Alex Gleeson Greater New York City Area Details
Alex Gleeson's Merrill Lynch Experience April 2005 - Present
Job Corporate Broking
Industry Banking
Experience
Merrill Lynch   April 2005 - Present
Morgan Stanley  April 1997 - April 2004

Education
Lafayette College
BA, Mathematics

New York University - Leonard N. Stern School of Business
MBA, Accounting / Finance

Linda Weinzler Linda Weinzler Greater Philadelphia Area Details
Linda Weinzler's Merrill Lynch Experience March 1992 - November 2004
Job Owner, Talent Development Partners, Inc. Leadership and organizational development consultant and executive coach
Industry Professional Training & Coaching
Experience
Talent Development Partners   June 2005 - Present
Sandoz  January 2004 - November 2005
Merrill Lynch   March 1992 - November 2004
Spencer Gifts  March 1981 - February 1992

Skills
Leadership Development, Strategy, Organizational..., Change Management, Coaching, Talent Management, Executive Coaching, Workshop Facilitation, 360 Feedback, Performance Management, Leadership, Management, Organizational..., Culture Change, Employee Training, Organizational Design, Management Development, Program Management, Training, Consulting, Staff Development, Strategic Planning, Team Building

Education
La Salle University
Masters, Organizational and Counseling Psychology

State University of New York College at Buffalo
Bachelor of Arts, Theater

Raymond Koplinka Raymond Koplinka Greater Philadelphia Area Details
Raymond Koplinka's Merrill Lynch Experience August 1991 - September 1995
Job Manager, Application Integration at Endo Pharmaceuticals
Industry Pharmaceuticals
Experience
Endo Pharmaceuticals  ABAP DeveloperBacou-DallozNovember 2000 - February 2002
OkiData  1995 - 2000
Oki Data Americas  1995 - 2000
Merrill Lynch   August 1991 - September 1995

Skills
Business Intelligence, ABAP, SAP R/3, ERP, SAP, EAI, SDLC, SAP Implementation, Business Process, SAP ERP, Business Objects, SAP BW, Business Analysis, Data Warehousing, Integration, Process Improvement

Education
La Salle University   2005 — 2008
MBA

Manhattan College   1987 — 1991
BS, Information Systems and Accounting

Bradford Bonner Bradford Bonner Greater New York City Area Details
Bradford Bonner's Merrill Lynch Experience March 2015 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2015 - Present
Oppenheimer & Co.   October 2009 - February 2015
Merrill Lynch   1996 - 2009
Chemical Investment Bank   June 1996 - August 1996

Skills
Equities, Capital Markets, Trading, Hedge Funds, Series 7, Investments, Fixed Income, Bloomberg, Financial Services, Series 63, Financial Planning

Education
Lafayette College   1993 — 1997
Bachelor of Arts, Economics and Business

The Pingry School   1987 — 1993
Diploma, Education

Westfield   1979 — 1987
Deploma, Education

Ken Sondo Ken Sondo Greater New York City Area Details
Ken Sondo's Merrill Lynch Experience March 2012 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   March 2012 - Present
Newsday  July 2010 - March 2012
Disney ABC Television Group  September 2005 - May 2009
Katz Media Group  December 2002 - September 2005

Education
Lafayette College   1998 — 2002

Krista Lowery Krista Lowery Greater Philadelphia Area Details
Krista Lowery's Merrill Lynch Experience March 2008 - February 2009
Job Associate Director HR at Novo Nordisk
Industry Pharmaceuticals
Experience
Novo Nordisk  April 2013 - Present
Novo Nordisk  February 2009 - Present
Merrill Lynch   March 2008 - February 2009
Merrill Lynch   December 2006 - March 2008
Merrill Lynch   September 2004 - December 2006
Merrill Lynch   2001 - 2004

Skills
Talent Management, Performance Management, Employee Relations, Onboarding, Leadership Development, Succession Planning, Employee Benefits, Human Resources, HRIS, Employee Engagement, Deferred Compensation, Change Management, Recruiting, Organizational..., Talent Acquisition, Coaching, Organizational Design, Organizational..., Training, PeopleSoft

Education
La Salle University - School of Business Administration   2002 — 2005
MBA, HR Management

La Salle University   1997 — 2001
Master of Business Administration (M.B.A.), Human Resources Management and Services

Arthur Gamble JR J.D. Arthur Gamble JR J.D. Greater Los Angeles Area Details
Arthur Gamble JR J.D.'s Merrill Lynch Experience 1997 - 1998
Job Professional Advisory Services and Consultation
Industry Management Consulting
Experience
GCS/Educational Equity Consl (ARG & CO)   January 2009 - Present
The Professional Alliance Group Sports Advisors/(Arthur R Gamble JR JD)   June 1994 - Present
Mercyhurst (College) University   November 2006 - 2012
Small Business Development Center (SBDC)   October 2006 - October 2009
Washington Mutual Bank-Investor Services   2003 - 2005
Bank of America  1999 - 2002
Merrill Lynch   1997 - 1998
Prudential-Preferred Financial Services  1994 - 1995
Motown Record Co   January 1994 - October 1994
Los Angeles (Oakland Raiders) NFL Franchise   May 1993 - August 1993

Skills
Public Speaking, Strategic Planning, Coaching, Event Planning, Non-profits, Team Building, Customer Service, Leadership, Microsoft Office, Public Relations, Marketing, Fundraising, New Business Development, Analysis, Research, Social Media, Team Leadership, Marketing Strategy, Leadership Development, Community Outreach, Nonprofits, Management, Strategy, Program Management

Education
University of Maryland Francis King Carey School of Law   1991 — 1994
JD, Sports & Entertainment Law, Business

Loyola Law School, Los Angeles
visiting semester Entertainment & Sports, Insurance Law, Bankruptcy/LBO

Lafayette College   1987 — 1991
BA, American Studies-concentration business /law/sociology

Shawn Dotterer Shawn Dotterer Philadelphia, Pennsylvania Details
Shawn Dotterer's Merrill Lynch Experience February 2008 - March 2009
Job Registered Private Client Associate
Industry Financial Services
Experience
Janney Montgomery Scott LLC  March 2015 - Present
The Vanguard Group  November 2009 - March 2015
MetLife Securities  March 2009 - November 2009
Merrill Lynch   February 2008 - March 2009

Skills
Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, ETFs, IRAs, Retirement, Wealth Management, Asset Allocation, Securities, 401k, Fixed Annuities, Investment Advisory, Investment Strategies, Equities, Series 65, Investments, Financial Services, Finance, Series 66, Financial Planning

Education
La Salle University   2003 — 2007
BSBA, Finance & Risk Management & Insurance

Brian Cort Brian Cort Bethlehem, Pennsylvania Details
Brian Cort's Merrill Lynch Experience December 2002 - May 2014
Job Founding Partner, Private Wealth Advisor at Quadrant Private Wealth
Industry Investment Management
Experience
Quadrant Private Wealth   May 2014 - Present
Merrill Lynch   December 2002 - May 2014

Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Financial Advisory, Wealth, Wealth Management..., Portfolio Management, Pensions, Finance, Certified Financial..., Succession Planning

Education
Lafayette College

John Haurin John Haurin Greater Philadelphia Area Details
John Haurin's Merrill Lynch Experience November 2003 - February 2005
Job Senior Vice President Commercial Banking at Fox Chase Bank
Industry Banking
Experience
Fox Chase Bank  October 2009 - Present
Sovereign Bank  February 2005 - October 2009
Merrill Lynch   November 2003 - February 2005
Wilmington Trust  September 1998 - November 2003
First Union National Bank  May 1987 - August 1998

Skills
Loans, Credit, Credit Analysis, Commercial Banking, Finance

Education
Ursinus College   1983 — 1987
BA, Economics, Minor in Communications

Archbishop Wood High School   1979 — 1983

La Salle University
MBA, Finance

Maggie Dawson Maggie Dawson Greater Philadelphia Area Details
Maggie Dawson's Merrill Lynch Experience September 2013 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2013 - Present
Merrill Lynch   February 2010 - September 2013
Merrill Lynch   2006 - 2009
Merrill Lynch   August 2000 - April 2006
Merrill Lynch   February 1999 - August 2000

Skills
Project Management, Business Analysis, Series 7, SDLC, Vendor Management, Programmers, Financial Services, Management, Analytics, Strategy, Business Process..., Portfolio Management, Mergers & Acquisitions, Financial Modeling, Process Improvement, Program Management, Business Intelligence, Leadership, Project Portfolio..., Cross-functional Team..., Finance, Analysis, Wealth Management, Series 63, Data Analysis, Change Management, Relationship Management, Business Strategy, Requirements Gathering, Competitive Analysis, Business Development, Team Leadership, Investment Advisory, Strategic Planning, Business Planning, Investments, Financial Analysis, Securities

Education
Saint Joseph's University   2012 — 2014
Master's degree, Organizational Leadership

Lafayette College   1994 — 1998
BS, Computer Science

Jay Sivel Jay Sivel Greater Philadelphia Area Details
Jay Sivel's Merrill Lynch Experience September 1994 - July 2000
Job President, Sivel Capital Management, Inc.
Industry Financial Services
Experience
Sivel Capital Management, Inc.   June 1999 - Present
Merrill Lynch   September 1994 - July 2000

Skills
Finance, Portfolio Management, Equities, Options, Financial Analysis, Wealth Management, Investments, Team Building, Sales Management, New Business Development, Accounting, Account Management, Financial Advisory, Strategic Financial..., Series 7

Education
La Salle University
BS, Finance/International Studies

Fran Hoey Fran Hoey Greater Philadelphia Area Details
Fran Hoey's Merrill Lynch Experience January 2001 - January 2008
Job President at Hoey Investments, Inc
Industry Financial Services
Experience
Hoey Investments, Inc   January 2008 - Present
Merrill Lynch   January 2001 - January 2008
Merrill Lynch   January 1998 - January 2001

Skills
CFP

Education
La Salle University   1988 — 1993
Bachelor of Science, History

Malvern Prep   1983 — 1988

Joe Dittmar Joe Dittmar Greater New York City Area Details
Joe Dittmar's Merrill Lynch Experience 2002 - 2007
Job Lean Six Sigma Education Manager, Trainer & Mentor at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb  November 2007 - Present
Bristol-Myers Squibb, Princeton, New Jersey   2007 - Present
Merrill Lynch   2002 - 2007
Merrill Lynch   1998 - 2007

Skills
Instructional Design, Change Management, Instructor-led Training, Training Delivery, Coaching, Process Improvement, Performance Management, Six Sigma, Needs Analysis, Training, Learning Management, Team Building, Lean Manufacturing

Education
La Salle University   1961 — 1965
BA, Science education

La Salle University   1961 — 1965
BA, Science education

Adam Phillips Adam Phillips Greater New York City Area Details
Adam Phillips's Merrill Lynch Experience 1992 - 1995
Job Chief Operating Officer at Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs  2011 - Present
Van Eck Global Market Vectors ETFs  2006 - 2011
LB Trading, LLC   2003 - 2006
Orbit II Partners, LLC   1996 - 2003
Merrill Lynch   1992 - 1995

Education
Lafayette College
Bachelor's Degree, Economics & History

Jane McKeever Jane McKeever Greater Philadelphia Area Details
Jane McKeever's Merrill Lynch Experience Vice PresidentMerrill LynchOctober 1996 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Vice PresidentMerrill LynchOctober 1996 - Present
Merrill Lynch   1996 - Present
Merrill Lynch   1996 - 2009

Education
La Salle University   1987 — 1991
BS, accounting

Thomas S Dillon Thomas S Dillon Greater New York City Area Details
Thomas S Dillon's Merrill Lynch Experience September 1985 - May 1988
Job
Industry Financial Services
Experience
Fitz Roy Securities, LLC   June 2013 - Present
Daidone Fanelle Associates, LLC; Member John Hancok Financial Network   September 2010 - March 2013
Pershing Securities, LLC   December 2005 - January 2009
Refco Securities, LLC  April 2004 - December 2005
Wexford Clearing Services   April 1999 - April 2004
Daiwa Securities America, INC.   June 1991 - April 1999
National Financial Services Corp.. (A Fidelity Investments Company)   May 1989 - May 1991
L F Rothchild & Co   May 1988 - June 1989
Merrill Lynch   September 1985 - May 1988
Goldman Sachs & Co  1967 - 1985

Skills
Equities, FINRA, Back Office, AML, Alternative Investments, Securities, Options, Fixed Income, Derivatives, Asset Management, Series 7, Hedge Funds, Financial Services, Investments, Bloomberg, Mutual Funds, Series 24, Capital Markets, Banking, Bonds, Trading, Finance, Middle Office, Financial Markets, Series 63

Education
La Salle University - School of Business Administration   1992 — 1995
Finance

Duane Liedl Duane Liedl Greater Philadelphia Area Details
Duane Liedl's Merrill Lynch Experience May 1998 - October 2006
Job Director, Portfolio Manager BlackRock
Industry Financial Services
Experience
BlackRock  2006 - Present
Merrill Lynch   May 1998 - October 2006

Skills
Fixed Income, Asset Management, Series 7

Education
La Salle University   2002 — 2008
Master's degree, Finance, General

Rider University   1996 — 1998
Bachelor's degree, Finance, General

Paul Drakeley Paul Drakeley Greater Philadelphia Area Details
Paul Drakeley's Merrill Lynch Experience July 1994 - July 2000
Job Managing Director, National Accounts, BlackRock
Industry Financial Services
Experience
BlackRock  June 2010 - Present
The Vanguard Group  January 2007 - May 2010
Vanguard  April 2005 - January 2007
Vanguard  April 2003 - April 2005
Lehman Brothers  July 2000 - April 2003
Merrill Lynch   July 1994 - July 2000

Education
La Salle University   2003 — 2006
MBA

La Salle University - School of Business Administration   1990 — 1994
Finance

Archbishop Wood High School   1986 — 1990

Jason Falzon Jason Falzon Greater New York City Area Details
Jason Falzon's Merrill Lynch Experience September 1995 - August 2001
Job Vice President at Assured Guaranty
Industry Capital Markets
Experience
Assured Guaranty  April 2008 - Present
Radian Asset Assurance  2003 - 2008
Merrill Lynch   September 1995 - August 2001

Education
Lafayette College   1991 — 1995
BA, Business and Economics

Will Cheyney Will Cheyney Greater Philadelphia Area Details
Will Cheyney's Merrill Lynch Experience June 2007 - August 2007
Job Technical Sales Representative at Jennings Alberts, Inc.
Industry Mechanical or Industrial Engineering
Experience
Jennings Alberts, Inc.   October 2009 - Present
Walton Ostendorf Walton   June 2006 - August 2009
IES Abroad  January 2008 - May 2008
Merrill Lynch   June 2007 - August 2007
Larkin Co.   June 2004 - September 2005

Skills
Sales, Account Management, Consulting, CRM, Economics, Engineering, Sales Management, Sales Operations, Social Media Marketing, Marketing, Salesforce.com, Marketing Strategy

Education
Lafayette College   2005 — 2009
AB, Engineering and Business Economics

Nichols High School   2001 — 2005
High School Diploma, High School Diploma

Brendan Duffy Brendan Duffy Greater New York City Area Details
Brendan Duffy's Merrill Lynch Experience 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2008 - Present
Merrill Lynch   2007 - 2008
Merrill Lynch   2004 - 2006
Merrill Lynch   2002 - 2004

Skills
Series 66, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, High Net Worth...

Education
Lafayette College   1996 — 2000
Bachelor of Science, International Affairs

Dennis Conn Dennis Conn Greater Philadelphia Area Details
Dennis Conn's Merrill Lynch Experience July 2007 - September 2008
Job Financial, Insurance and Banking Professional
Industry Financial Services
Experience
NJ Department of Labor and Workforce Development  May 2011 - Present
Interfaith Caregivers Trenton (Non-Profit)   December 2010 - May 2011
NJ Department of Labor and Workforce Development  December 2008 - December 2010
Merrill Lynch   July 2007 - September 2008
Merrill Lynch   January 2005 - July 2007
Bisys (now Ascensus)   January 2001 - October 2004
Xerox Corporation  December 1999 - October 2000
Advanta Mortgage  October 1997 - October 1999
CoreStates Bank (Now Wells Fargo Bank)   July 1994 - October 1997

Skills
Building Vendor..., Maintaining Strong..., Coaching and Mentoring, Negotiating, Building Partner..., Customer Service, Microsoft Office, Compliance, Project Management, Project Coordination, Communication, Quick Start - Lean Six..., Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PowerPoint

Education
American Management Association   2010 — 2010
Certificate in Management

American Management Association   2009 — 2010
Certificate in Project Management

La Salle University - School of Business Administration
1/2 an M.B.A., Marketing and IT Systems

Penn State University
B.B.A., Management and Marketing, minor in Accounting

University of Pennsylvania - The Wharton School
Individual Course, Accounting

Adam J. Kaufer Adam J. Kaufer Philadelphia, Pennsylvania Details
Adam J. Kaufer's Merrill Lynch Experience September 2011 - May 2013
Job Financial Advisor at Kaufer Financial
Industry Financial Services
Experience
Kaufer Financial   December 2014 - Present
The Kaufer-Pipe Financial Group   May 2013 - December 2014
Merrill Lynch   September 2011 - May 2013
Army National Guard  October 2010 - October 2012
Epicor Software Corp  August 2010 - September 2011
United States Army  February 2009 - October 2010
United States Army  August 2008 - February 2009
United States Army  March 2007 - August 2008

Skills
Leadership, Management, Strategy, Process Improvement, CRM, Business Development, Microsoft Excel, Financial Analysis, Research, Investments

Education
Villanova University   2010 — 2011
Advanced Master Certificate, Lean Six Sigma

TUI University   2007 — 2009
Master of Business Administration, Entrepreneurship

United States Army Air Defense Artillery School   2006 — 2007
Officer Basic Course

Lafayette College   2002 — 2006
Bachelor of Arts, Economics & Business and Engineering

Wyoming Valley West   1998 — 2002
High School Diploma

Kyle Triplett Kyle Triplett Greater Los Angeles Area Details
Kyle Triplett's Merrill Lynch Experience June 2011 - August 2011
Job Director of Acquisitions at Invitation Homes (The Blackstone Group)
Industry Real Estate
Experience
Invitation Homes  September 2014 - Present
Invitation Homes  April 2013 - September 2014
Equity Property Services, Inc.   June 2012 - April 2013
Merrill Lynch   June 2011 - August 2011
Morgan Stanley  June 2010 - August 2010

Skills
Investments, Real Estate, Management, Marketing, Finance, Sales, Strategy, Real Estate Transactions, CRM, Analysis, Time Management, Investment Properties, Financial Analysis, Asset Management, Forecasting, PowerPoint, Social Media, Financial Modeling, Leadership, Public Speaking, Microsoft Excel, Microsoft Office

Education
Lafayette College   2008 — 2012
Bachelor of Arts (B.A), Economics and Business

Kristina Guerra Kristina Guerra Greater Philadelphia Area Details
Kristina Guerra's Merrill Lynch Experience May 2000 - Present
Job Audit Professional Bank of America
Industry Financial Services
Experience
Bank of America/ Merrill Lynch  Senior Audit ManagerBank Of America2009 - Present
Merrill Lynch   May 2000 - Present
Arthur Andersen  September 1994 - May 2000

Skills
Auditing, Risk Management, Enterprise Risk..., Financial Services, Internal Audit, Internal Controls

Education
La Salle University   1990 — 1994
BS, Accounting

Liz Pedersen Liz Pedersen Greater New York City Area Details
Liz Pedersen's Merrill Lynch Experience 1985 - 1990
Job Senior Vice President, Head of Wealth Operations at Broadridge
Industry Financial Services
Experience
Broadridge  March 2015 - Present
Broadridge Financial Solutions  March 2015 - March 2015
UBS  January 2013 - May 2014
UBS Wealth Management  2009 - 2013
UBS Wealth Management  2008 - 2009
UBS Wealth Management  2006 - 2008
UBS Wealth Management  2003 - 2006
UBS Wealth Management  2001 - 2003
UBS Wealth Management  1990 - 2001
Merrill Lynch   1985 - 1990

Skills
Organizational Change, Risk Management, Process Engineering, Efficiency Improvement, Organizational..., Change Management, Business Transformation, Securities, Fixed Income, Management, Vendor Management, PMO, Performance Improvement, Outsourcing, Business Process, Strategy, Team Leadership, Business Development, Business Intelligence, Portfolio Management, Financial Services, Equities, Wealth Management, Leadership, Asset Management, Business Analysis, Financial Risk, Investments

Education
La Salle University   1980 — 1984
Bachelor's Degree, Management & Marketing

Kevin Sinn Kevin Sinn Greater Philadelphia Area Details
Kevin Sinn's Merrill Lynch Experience May 2013 - March 2014
Job Business Development at Fred Beans Automotive
Industry Financial Services
Experience
Fred Beans Automotive  October 2014 - Present
Merrill Lynch   May 2013 - March 2014
Merrill Lynch   August 2004 - July 2009
Merrill Lynch   October 2003 - March 2004
Merrill Lynch   October 2000 - November 2002
Merrill lynch   July 1998 - October 2000

Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investments, Securities, Separately Managed..., Wealth Management, Fixed Income, Retirement Planning, Alternative Investments, Asset Allocation, 401k, FINRA

Education
La Salle University - School of Business Administration   1999 — 2002
MBA, Finance

Susquehanna University   1994 — 1998
BS, Finance

Council Rock High School   1989 — 1994

Brenda Thayer Brenda Thayer Washington D.C. Metro Area Details
Brenda Thayer's Merrill Lynch Experience July 2005 - January 2008
Job Business Analysis Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  March 2014 - November 2014
Fannie Mae  March 2014 - November 2014
Fannie Mae  December 2011 - March 2014
Fannie Mae  June 2010 - December 2011
Fannie Mae  January 2008 - June 2010
Kaplan Test Prep and Admissions  August 2008 - June 2009
Merrill Lynch   July 2005 - January 2008

Skills
SQL, Excel, Microsoft Office, Spotfire, Process Mapping, Microsoft Excel

Education
Lafayette College

University of Maryland - Robert H. Smith School of Business

Jeffrey Rand Jeffrey Rand New York, New York Details
Jeffrey Rand's Merrill Lynch Experience June 2008 - August 2008
Job Research Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  December 2014 - Present
J.P. Morgan   August 2012 - December 2014
Mercer Investment Consulting  July 2010 - August 2012
Convergent Wealth Advisors  June 2009 - August 2009
Merrill Lynch   June 2008 - August 2008

Skills
Microsoft Excel, Microsoft Word, Stata, Bloomberg, Salesforce.com, PowerPoint, Financial Modeling, Corporate Finance, Equities, Valuation

Education
Lafayette College   2006 — 2010

Lafayette College   2006 — 2010
Bachelor of Arts, Economics and Business

David Lipner David Lipner Greater New York City Area Details
David Lipner's Merrill Lynch Experience 2007 - 2009
Job Analyst at Millennium Partners
Industry Capital Markets
Experience
Millennium Partners  2011 - Present
CLSA  2008 - 2011
Merrill Lynch   2007 - 2009
Natsource Asset Management   2006 - 2007

Education
Columbia Businss School

Lafayette College

John Mignone John Mignone Greater Philadelphia Area Details
John Mignone's Merrill Lynch Experience December 1997 - March 2003
Job Auditor at State of New Jersey
Industry Government Administration
Experience
State of New Jersey  April 2011 - Present
Casino Control Commission  2003 - Present
Merrill Lynch   December 1997 - March 2003
State Street  December 1997 - March 2003

Education
La Salle University   1999 — 2003
Masters, Finance

Rider University   1994 — 1998
BS BA, Accounting

Michela Torchio Michela Torchio San Francisco Bay Area Details
Michela Torchio's Merrill Lynch Experience June 2011 - August 2011
Job Associate, Corporate FX Sales
Industry Capital Markets
Experience
Bank of America  July 2015 - Present
Bank of America  July 2012 - June 2015
Merrill Lynch   June 2011 - August 2011
Merrill Lynch   December 2010 - December 2010
Snow Beverages  May 2010 - July 2010
X+1  June 2009 - August 2009

Skills
Finance, Investments

Education
Lafayette College   2008 — 2012
Bachelor of Arts (B.A.), Economics and Business & Art with Spanish minor

Syracuse University   2011 — 2011
Semester Abroad Madrid, Spain

Peking University   2010 — 2010
Mandarin, Chinese Film Studies

William Mansfield William Mansfield Greater New York City Area Details
William Mansfield's Merrill Lynch Experience 2003 - 2004
Job Consulting Architect Security Practice at VMware
Industry Computer Software
Experience
VMware  2007 - Present
J&J  2005 - 2007
US Army  2003 - 2006
Merrill Lynch   2003 - 2004
Sun Microsystems  2001 - 2002
All Instant   2000 - 2001
GSI Commerce  1999 - 2000
University of Pennsylvania  1998 - 1999
Pep Boys  1997 - 1998
Intersearch Corp   1996 - 1997

Skills
Virtualization, VMware, Solaris, Security, Psychological Operations, Networking, Wireless Networking, Data Center Security, Firewalls, VCNS, vShield, Physical Security, Social Engineering, Linux, Unix Shell Scripting, Storage Area Networks, Enterprise Storage, Hitachi Storage, Data Center, VMware Infrastructure, Cloud Computing, vSphere, High Availability, SAN, ITIL, VMware vSphere

Education
JFK Special Warfare Center and School

La Salle University

Sandy Kazinski Sandy Kazinski New York, New York Details
Sandy Kazinski's Merrill Lynch Experience December 2000 - July 2004
Job Executive Director at JPMorgan Chase & Co.
Industry Human Resources
Experience
Success Academy Charter Schools  June 2014 - February 2015
Gensler  December 2013 - January 2014
Milbank, Tweed, Hadley & McCloy LLP   September 2008 - June 2013
UBS Investment Bank  September 2006 - May 2008
Deutsche Bank  July 2004 - September 2006
Merrill Lynch   December 2000 - July 2004
Morgan Stanley  February 1992 - December 2000

Skills
Talent Management, Organizational..., Coaching, Program Management, Leadership Development, Management, Staff Development, Performance Management, Career Development, Change Management, 360 Feedback, Workshop Facilitation, Training, MBTI, Mentoring, Public Speaking, Curriculum Design, Training Needs Analysis, Team Management, Event Management, New Hire Orientations, Management Development, Performance Appraisal, Personal Development..., Promotion Processes, Induction Program, Program Evaluation, Employee Engagement, Project Management, Vendor Relationships, Conference Design, Workshop Development, Leadership, Training & Development

Education
Lafayette College   1981 — 1985
BA, Economics, Computer Science

New York University   1997 — 1998
Certificate, Training & Organizational Development

Eric Teschemacher Eric Teschemacher Boston, Massachusetts Details
Eric Teschemacher's Merrill Lynch Experience June 2009 - January 2010
Job Officer, State Street Global Services Alternative Investment Solutions (AIS) Strategy
Industry Management Consulting
Experience
State Street  March 2015 - Present
Coldwell Banker Real Estate  March 2015 - Present
Accenture  January 2014 - February 2015
Accenture  May 2012 - December 2013
Accenture Technology Solutions  September 2011 - May 2012
Citi  December 2009 - January 2010
Merrill Lynch   June 2009 - January 2010

Skills
Finance, Management Consulting, Business Intelligence, Management, Business Analysis, Business Process, Strategy, Microsoft Excel, IT Strategy, Project Management, Program Management, Economics, Analysis, Change Management, Business Requirements, Project Planning, Asset Management, Offshore Project..., Business Strategy, Asset Managment, Offshore Outsourcing, Offshore Resource..., Offshore Operations, Trading Systems, Network Design, Integration, Agile & Waterfall...

Education
Lafayette College   2007 — 2011
BA, Economic and Business

Chatham High School   2003 — 2007

Stephen J. Gallagher Sr Stephen J. Gallagher Sr United States Details
Stephen J. Gallagher Sr's Merrill Lynch Experience March 1987 - May 1996
Job Head of Algomi US @ Algomi LLC
Industry Financial Services
Experience
Algomi Ltd   January 2014 - Present
GALLAGHER & C0.   May 2011 - Present
MarketAxess  May 2006 - March 2011
Wachovia, A Wells Fargo Company  February 2004 - January 2006
Banc of America Securities  November 1998 - January 2004
Bear Stearns  May 1996 - July 1998
Merrill Lynch   March 1987 - May 1996
U.S. Army   August 1979 - March 1983

Skills
Risk Management, E-commerce, Management, Mentoring Of Staff, Trading, Sales, Client Relationships, Electronic Trading, Credit and Rates, Fixed Income, Equities, FX, New Business Development, Trading Systems, Financial Technology, Bonds, Commodity, Credit, Derivatives, FX Options, Series 7, Equity Derivatives, Options, Rates, Swaps, Credit Derivatives

Education
La Salle University - School of Business Administration   1975 — 1979
B.S., Accounting

John Tully John Tully Greater New York City Area Details
John Tully's Merrill Lynch Experience May 2011 - Present
Job Emerging Markets Equity Sales at BofA Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch   May 2011 - Present
Morgan Stanley  June 2007 - April 2011

Skills
Emerging Markets, Equities, Series 7, Hedge Funds, Equity Research, Series 63, Asset Managment, Derivatives

Education
Lafayette College   2003 — 2007
BA, Economics

Jim MacFarland Jim MacFarland Greater Philadelphia Area Details
Jim MacFarland's Merrill Lynch Experience 1997 - 2001
Job Experienced Senior Accountant Seeking New Opportunities. Please Call Me at (215) 3689406 to Discuss My Qualifications.
Industry Entertainment
Experience
Comcast  March 2015 - April 2015
DePuySynthes  November 2014 - December 2014
Greene, Tweed & Co   January 2014 - August 2014
Federal Reserve Bank of Philadelphia  July 2013 - December 2013
Wawa, Inc.   November 2012 - February 2013
Montgomery County Economic and Workforce Development   May 2010 - April 2011
BLT Architects  September 2007 - October 2008
BISYS Fund Services  2001 - 2004
Merrill Lynch   1997 - 2001

Skills
Customer Relations, Customer Service, Analysis, Accounting, Accounts Payable, Supervisory Skills, SAP, Excel, Financial Reporting, Budgeting, Problem Solving, Strategic Planning, Preparation, Compliance, Word, Budgets, Microsoft Excel, Management, General Ledger, Payroll

Education
La Salle University   1977 — 1982
MBA, Accounting

Ryan Csencsitz Ryan Csencsitz Greater Philadelphia Area Details
Ryan Csencsitz's Merrill Lynch Experience June 2007 - November 2009
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2014 - Present
Bank of America Merrill Lynch  December 2009 - April 2014
Merrill Lynch   June 2007 - November 2009
Merrill Lynch   June 2002 - June 2007

Skills
Certified Six Sigma..., Chartered Retirement..., Series 7, Series 66, Series 24, Securities

Education
La Salle University   2006 — 2009
MBA, Finance

Penn State University   1997 — 2001
BS, Finance

Shawn Barnes Shawn Barnes Greater New York City Area Details
Shawn Barnes's Merrill Lynch Experience August 1998 - January 2001
Job Private Equity Accounting Assistant Manager at SS&C
Industry Financial Services
Experience
SS&C Technologies  December 2014 - Present
State Street  June 2011 - December 2014
State Street Bank  November 2008 - June 2011
State Street  May 2006 - November 2008
State Street  December 2003 - May 2006
State Street  January 2001 - December 2003
Merrill Lynch   August 1998 - January 2001

Education
Siena College   1994 — 1998
BS, Finance

La Salle University
MBA, Finance

Jill Hall, CFA Jill Hall, CFA Greater New York City Area Details
Jill Hall, CFA's Merrill Lynch Experience May 2008 - August 2008
Job US Equity Strategist
Industry Financial Services
Experience
Merrill Lynch   May 2008 - August 2008
LPL Financial  January 2008 - May 2008

Skills
Investment Strategies, Equity Research, Investments, Strategy, Asset Allocation

Education
Lafayette College   2005 — 2009
BA

Eric Reinmund Eric Reinmund New York, New York Details
Eric Reinmund's Merrill Lynch Experience June 2011 - August 2011
Job High Yield at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   April 2014 - Present
BDO USA, LLP  July 2013 - April 2014
BDO USA, LLP  June 2012 - August 2012
Merrill Lynch   June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Economics

Education
Lafayette College   2009 — 2013
Economics Major, Government & Law Minor, Certificate of Finance

Delbarton School   2005 — 2009

Debi Glod Debi Glod Huntingdon Valley, Pennsylvania Details
Debi Glod's Merrill Lynch Experience January 2003 - September 2003
Job Vice President, Owner
Industry Automotive
Experience
Hatboro YMCA   January 2014 - Present
DDMT Enterprises, Inc D/B/A Millevoi Brothers Auto Service & Sales   November 2013 - Present
Olympiad Ellisville   March 2012 - November 2012
Merrill Lynch   January 2003 - September 2003
Merrill Lynch   August 2002 - September 2003
Merrill Lynch   March 2001 - August 2002
First Union National Bank  October 1998 - March 2001
Brown Shoe Company  January 1996 - October 1998

Skills
Management, Finacial Management, retail banking, Team-oriented, Microsoft Office, Mutual Funds, Sales, Retail, Credit, Loans, Teamwork, Retail Banking, Investments, Training, Leadership, CRM, Portfolio Management, Asset Allocation, Asset Management, Equities, Wealth Management, Series 7, Securities, Financial Services

Education
St Hubert High School for Girls   1989 — 1993

La Salle University
Some College

Kristin Harpine Kristin Harpine Colorado Springs, Colorado Details
Kristin Harpine's Merrill Lynch Experience May 2008 - November 2008
Job Registered Client Service Manager at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   October 2009 - Present
Merrill Lynch   May 2008 - November 2008
Morgan Stanley Wealth Management  June 2005 - April 2008

Education
Lafayette College   1999 — 2003
Bachelor of Arts (BA), Psychology & Art (Double Major)

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