Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Princeton Wealth Advisors of Raymond James June 2007 - Present
Merrill Lynch September 1991 - June 2007
Education
Lafayette College 1987 — 1991
BA, Economics
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch December 2012 - Present
Merrill Lynch January 2011 - November 2012
Merrill Lynch May 2009 - December 2010
Merrill Lynch December 2007 - April 2009
Merrill Lynch September 2004 - November 2007
Skills
Investments, Equities, Finance, Mutual Funds, Portfolio Management, Wealth, Asset Management, Alternative Investments, Financial Analysis, Financial Services, Investment Advisory, Investment Strategies
Education
La Salle University 2009 — 2010
MBA
University of Scranton 1999 — 2003
BS, Finance
Merrill Lynch 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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
Merrill Lynch 1997 - Present
Education
NYU Stern School of Business
MBA
Lafayette College 1994 — 1997
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
"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
Merrill Lynch 2009 - Present
Assent Trading LLC. June 1998 - May 2009
Education
Lafayette College 1989 — 1994
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch Vice PresidentMerrill LynchOctober 1996 - Present
Merrill Lynch 1996 - Present
Merrill Lynch 1996 - 2009
Education
La Salle University 1987 — 1991
BS, accounting
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Millennium Partners 2011 - Present
CLSA 2008 - 2011
Merrill Lynch 2007 - 2009
Natsource Asset Management 2006 - 2007
Education
Columbia Businss School
Lafayette College
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
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
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
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
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
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
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
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
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
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
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
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
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
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)