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
Bank of America Merrill Lynch August 2014 - Present
Lehigh University August 2011 - Present
Merrill Lynch June 2014 - August 2014
JPMorgan Chase June 2013 - July 2013
American Apparel May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Event Planning, Photoshop, C++, English, Mandarin
Education
Lehigh University 2011 — 2015
Bachelor of Science (BSc), Finance and Business Information Systems
Hunter College High School 2006 — 2011
Merrill Lynch January 1993 - Present
Locust Hill Country Club July 1990 - December 1992
Paul H May CPA September 1989 - June 1990
Mengel Metzger Barr & Co September 1987 - July 1989
Skills
Retirement Planning, Financial Planning, Series 7, Series 63, Strategic Financial..., Mutual Funds, Series 65, Uniform Combined State..., Wealth Management, Estate Planning, Investments, Fixed Income, Insurance, Portfolio Management, Asset Management, Securities, Asset Allocation, Bonds, Investment Management, Retirement, 401k, Alternative Investments, Investment Strategies, Financial Services, Accounting, Finance, Financial Analysis, Banking, Due Diligence, Cash Management, Risk Management, Financial Modeling, Valuation, Credit Analysis, Capital Markets, Credit, Mortgage Lending, Financial Risk, Mergers & Acquisitions, Private Equity, Disability Insurance, Corporate Finance, Cash Flow, Tax, Investment Advisory, Underwriting, Internal Controls
Education
Le Moyne College 1983 — 1987
BS, Accounting
Bishop Kearney HS 1979 — 1983
St Ambrose
Cantor Fitzgerald May 2014 - Present
Cantor Fitzgerald April 2013 - May 2014
Merrill Lynch July 2011 - September 2011
Accu-Sort Systems May 2011 - July 2011
Skills
Bloomberg, Fidessa, Omgeo Oasys, Microsoft Office Suite
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance
William Penn Charter High School 2004 — 2008
Wells Fargo Advisors LLC March 2010 - Present
Morgan Stanley Smith Barney February 1999 - March 2010
Merrill Lynch April 1993 - January 1999
Barclays January 1991 - March 1993
National Westminster Bank July 1988 - December 1990
Chase Manhattan Bank July 1978 - June 1988
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Investments, Series 7, Series 63, Finance, Asset Allocation, Securities, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, Strategic Financial..., Financial Services
Education
Rutgers University 1980 — 1984
Master of Business Administration (MBA)
Lehigh University 1974 — 1978
Bachelor of Science (BS), Accounting and Finance
Minisink Valley 1970 — 1974
Financial Management Strategies, Inc. June 2012 - Present
Merrill Lynch October 2006 - June 2012
UBS May 2003 - October 2006
Kaiser Permanente Ohio 1999 - 2002
QualMed Plans for Health 1990 - 1999
Procter&Gamble;Tetley;AmericanHome;Knight Ridder;Goldome 1967 - 1990
United States Tea Association 1975 - 1978
Skills
Leadership, Strategic Planning, Insurance, Health Insurance, Process Improvement, Healthcare, Management, Healthcare Management, Team Building, Managed Care, Former Regional CEO..., Employee Benefits, Outplacement Certified..., Risk Management, Mergers & Acquisitions, Program Management, Strategy, Budgets, Customer Service, Personal Counseling
Education
Stanford University Graduate School of Business
Executive Program General Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Diploma, Advanced Leadership
Le Moyne College
Bachelor of Science (BS), English Language and Literature/Letters
St. Peters Prep
Greek Honors Course
Livingly Media July 2012 - Present
Condé Nast May 2011 - July 2012
Conde Nast March 2010 - May 2011
Condé Nast 2009 - 2010
Conde Nast 2007 - 2008
TheStreet.com 2006 - 2007
Metropolis Magazine 2003 - 2006
Merrill Lynch 1997 - 2002
Skills
Advertising Sales, Digital Media, Advertising, Publications, Sales, Online Advertising, Media Planning, Media Buying, Editing, DoubleClick, Digital Strategy, Fashion, Mobile Advertising, comScore, Integrated Marketing, Digital Marketing
Education
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.)
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors November 2011 - Present
Morgan Stanley May 2005 - November 2011
Merrill Lynch May 2000 - May 2005
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Series 7, IRAs, Financial Advisory, Asset Allocation, Securities, Investment Advisory, Investment Strategies, Series 63, Retirement, Finance
Education
Lees-McRae College
RiverPark Funds July 2013 - Present
Wavecrest Asset Management May 2008 - Present
Morgan Stanley October 2005 - April 2008
UBS Wealth Management 2004 - 2005
Merrill Lynch August 1998 - 2004
Star Securities 1996 - August 1998
Skills
Wealth, Derivatives, Fixed Income, Equities, Structured Products, Hedge Funds, Capital Markets, Structured Finance, Asset Management, Hedging, Options, Finance, Alternative Investments, Mutual Funds, Portfolio Management, Wealth Management, Investments, Securities, Asset Allocation, Financial Risk, Investment Strategies, Investment Management, Bonds, Equity Derivatives, Trading
Education
Lehigh University 1992 — 1996
BA, International Relations
Rye Country Day School 1984 — 1992
HS, General
Impac Mortgage October 2013 - Present
Merrill Lynch June 2012 - October 2013
Flagship Mortgage July 2009 - June 2012
Masco Contractor Services August 2007 - July 2009
Masco Contractor Services July 2006 - July 2007
Lehigh University July 2003 - August 2004
Skills
Investments, Residential Mortgages, Stocks, Bonds, Financial Analysis, Financial Reporting, Strategic Financial..., Compliance, SOX Compliancy, OSHA, Management Consulting, Consulting, Coaching, Lifestyle Coaching, Financial Advisory, Investment Advisory, Business Advisory, Internal Audit, GAAP, Process Improvement, Business Strategy, Business Process, Notary Public, Loan Origination, Operations Management, Production Managment, Management, Options Strategies, Retirement Planning, Building Relationships, Mentoring, Forecasting, Budgets, Business Process..., Team Building, Strategic Planning, Finance, Business Analysis, Leadership, Sales, Program Management, Corporate Finance, Mortgage Lending, Microsoft Excel, Equities, Refinance, Due Diligence, Marketing, Risk Management, Training
Education
Lehigh University 2002 — 2006
Bachelor of Science (BS), Finance, General
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance
Fort Worth Star-Telegram August 2014 - Present
Capital Gazette Communications December 2011 - August 2014
Capital Gazette Communications August 2010 - December 2011
Merrill Lynch January 2008 - May 2008
Capital Gazette Communications June 2007 - October 2007
Skills
Microsoft Excel, Advertising, Training, Social Media, Account Management, PowerPoint, Social Media Marketing, Sales, Online Advertising, Fundraising, Public Relations, Marketing Communications
Education
Lebanon Valley College 2003 — 2007
BA, Business, Music
Microsoft September 2015 - Present
Microsoft September 2007 - September 2015
Pfizer Inc. March 2003 - October 2007
Merrill Lynch December 1995 - March 2003
Ohmeda Inc. 1994 - 1995
American Cyanamid 1992 - 1994
Total Research Corp. 1988 - 1990
Skills
Microsoft Technologies, Active Directory, Troubleshooting, PMP, Software Documentation, DNS, IT Strategy, Enterprise Architecture, Disaster Recovery, Data Center, IT Management, Business Continuity, Management, Windows Server, ITIL, Virtualization, Integration, SharePoint, Solution Architecture, Vendor Management, Cloud Computing, System Deployment, IT Service Management, IIS
Education
Lehigh University - College of Business and Economics 2003 — 2006
MBA, MBA with Project Management concentration
Lehigh University 1983 — 1987
Bachelor of Science (B.S.), Computer Engineering
Ridge HS 1980 — 1983
First Citizens Bank August 2015 - Present
UBS Wealth Management October 2013 - May 2015
Lehigh University March 2012 - March 2015
Merrill Lynch April 2013 - October 2013
Morgan Stanley September 2011 - April 2013
Cusack Trading, LLC August 2009 - September 2011
South Bay Equity Lending December 2002 - August 2009
Skills
Derivatives, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Equities, Mergers, New Business Development, Management, Due Diligence, Traders, Investments, Fixed Income, Series 7, Financial Analysis, Equity Capital Markets, Private Equity, Investment Banking, Portfolio Management, FX trading, Market Risk, Corporate Actions, Asset Managment, Strategy, Strategic Planning
Education
Lehigh University - P.C. Rossin College of Engineering & Applied Science 2000 — 2001
Masters of Engineering & Management Science, Industrial Engineering
Lehigh University 1996 — 2000
B.A., Economics & Spanish
Peninsula High School 1992 — 1996
Chadwick School
FX Logistics November 2014 - Present
QMedRx June 2014 - May 2015
Zorah LLC September 2012 - December 2013
Dispersive Technologies Inc. April 2012 - December 2013
positionDNA November 2011 - December 2013
GHA 2009 - February 2013
BDS Agency December 2007 - January 2011
AIG Advisor Group March 2007 - October 2007
Merrill Lynch March 2005 - March 2007
SunTrust Bank April 2000 - March 2005
Skills
Team Building, Strategy, Insurance, Training, Account Management, Management, Negotiation, Process Improvement, Leadership, CRM, Sales, New Business Development, Sales Operations, Program Management
Education
Lee University 1994 — 1997
Bachelor of Science, Business Aministration
The University of Georgia
The University of Georgia
The University of Georgia
Noyes Capital Management, LLC June 2013 - Present
New Providence Financial 2012 - 2012
Mary E Woods, CPA 2011 - 2011
Merrill Lynch 2005 - 2008
Stifel Financial Corp. 1990 - 1991
Maryland National Bank 1989 - 1990
Howard Weil 1986 - 1989
Skills
Investments, Life Insurance, Wealth Management, Strategic Financial..., Asset Management, Asset Allocation, Securities, Retirement Planning, Corporate Finance, Retirement, Finance
Education
Lehigh University
Bachelor of Arts (BA), Art History
University of Pennsylvania
Master of Arts (MA), Art History
Washington University in St. Louis
Master of Business Administration (MBA), Finance
PwC September 2013 - Present
PwC June 2012 - March 2013
Lehigh Investment Management Group October 2009 - January 2013
NJSCPA 2009 - 2012
Merrill Lynch May 2011 - August 2011
Lox Stock and Deli 2007 - May 2011
Zionist Organization of America June 2010 - August 2010
Skills
Valuation, Access, Microsoft Excel, Leadership, Portfolio Management, Accounting, Microsoft Office, Investments, Team Leadership, Economics, Asset Management, Social Media, Financial Analysis, Wealth Management..., Bloomberg Terminal, Financial Modeling, Finance, Strategic Financial..., PowerPoint, Data Analysis, Financial Reporting, Microsoft Word, Thompson One, CQG, Intex, ASAP, CAS
Education
Lehigh University 2009 — 2013
Bachelor's degree, Accounting and Finance
Lehigh University - College of Business and Economics 2009 — 2013
Bachelors of Science in Business and Economics, Accounting and Finance
East Brunswick High School 2005 — 2009
Merrill Lynch June 2012 - Present
Breakdown Basketball Academy June 2007 - Present
Metro Tabernacle July 2005 - Present
Free Agent September 2009 - April 2010
Skills
Leadership, Training, Sports, Coaching, Athletics, Public Speaking, Event Planning, Fundraising, Event Management, Teaching, Social Media, Public Relations, Leadership Development, Non-profits, Team Building, Fitness, Basketball, Series 7, Series 66
Education
Lee University 2004 — 2006
Bachelor of Science, Christian Education
Cisco August 2015 - Present
Cisco June 2014 - August 2014
AdRoll June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Stanford University May 2010 - August 2010
Skills
Microsoft Office, Sales, Entrepreneurship, Team Leadership, Management, Revenue Forecasting, Salesforce.com, Financial Analysis, Customer Service, Cold Calling, Writing, Communicative Skills, Sales Prospecting, Public Speaking
Education
Lehigh University 2011 — 2015
Bachelor of Science (BS), Finance, General
Menlo High School 2007 — 2011
Morgan Stanley August 2010 - Present
Merrill Lynch February 2007 - July 2010
United States Marine Corps 1999 - 2003
Education
Lehigh University 2003 — 2006
Bachelor of Science (BS), Economics
DeSales University July 2015 - Present
Pro bono 2014 - Present
Third Street Alliance for Women & Children April 2013 - Present
Merrill Lynch 2012 - 2014
Professional Sabbatical 2011 - 2011
Wyeth Consumer Healthcare 2009 - 2010
Wyeth Pharmaceuticals 2008 - 2009
Agere Systems 2001 - 2007
Lucent Technologies 1997 - 2001
AT&T 1987 - 1997
Skills
Executive Financial..., Cost Reduction, Strategic Thinking, Cross-functional Team..., Business Planning, Process Improvement, Strategic Planning, Balanced Scorecard, Change Management, Leadership, Project Management, Executive Management, Business Process..., Operations Management, Performance Management, Organizational..., Business Transformation, Financial Accounting, New Business Development, Enterprise Software, Start-ups
Education
Lehigh University - College of Business and Economics 1986 — 1989
Master of Business Administration (M.B.A.), Strategic Planning, Management of Technology & Innovation
Moravian College 1979 — 1983
Bachelor's Degree, Accounting and Business Management
The American College 2013 — 2014
Investments and Financial Planning
Stevens Institute of Technology 1999 — 2000
Master's Certification, Project Management
Lehigh Carbon Community College 1977 — 1978
Associate's Degree, Accounting
BMO Capital Markets January 2015 - Present
UBS Investment Bank March 2010 - January 2015
Yale University, School of Management August 2004 - March 2010
American Technology Research September 2002 - August 2004
Soundview Technology Group January 1999 - August 2002
Merrill Lynch May 1994 - December 1998
Mabon Securities 1993 - 1993
T. Rowe Price May 1990 - May 1992
Morgan Stanley October 1987 - August 1990
Skills
Equities, Investments, Recruiting, Career Counseling, Career Development..., Management, Strategy, Trading, Sales, Investment Banking, Series 7 & 66, Risk Management, Securities, Financial Services, Portfolio Management, Hedge Funds, Capital Markets, Financial Modeling, Valuation
Education
Lehigh University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
ACE Group June 2011 - Present
Chiron Solutions, LLC July 1998 - Present
Alliance Global Services April 2010 - June 2011
Legion Insurance January 2008 - April 2010
HBO June 2007 - December 2007
Merrill Lynch October 2002 - June 2007
SIAC November 2000 - January 2002
Diva Systems July 1999 - October 2000
Computer Sciences Corporation April 1999 - August 1999
EWA September 1998 - April 1999
Skills
C#, SQL Server, ASP.NET, C++, Agile, .NET, SDLC, Web Services, Application Development, SQL, UML, Software Project..., XML, Software Development, SOA, Requirements Analysis, WCF, Web Applications, JavaScript, Visio, Architecture, Visual Studio, Database Design, ADO.NET, SharePoint, LINQ, HTML, Unix, CSS, Databases, Microsoft SQL Server, Agile Methodologies, Integration, Visual Basic, Enterprise Architecture, TFS, Data Warehousing, ASP.NET MVC, Software Design, PL/SQL, Software Engineering, AJAX, Systems Analysis, Programming, IT Strategy, Cloud Computing, Web Development, Solution Architecture, ASP.NET AJAX, Microsoft Technologies
Education
University of Pennsylvania 1995 — 1998
Masters
Lehigh University 1989 — 1993
B.S.
LMCG Investments May 2015 - Present
Serenitas Capital May 2012 - May 2015
Merrill Lynch April 2006 - June 2011
Merrill Lynch May 1999 - April 2006
Moody's Investors Service 1993 - 1999
Highland Securities 1983 - 1992
A. G. Becker & Co. 1982 - 1983
CDK Trading 1981 - 1982
Skills
Alternative Investments, Asset Allocation, Structured Products, Proprietary Trading, Trading, Investment Banking, Investment Strategies, Hedge Funds, MBS, Fixed Income, Asset Managment, Credit, Equities, Portfolio Management, CLO, Credit Derivatives, Investment Management, Investments, Derivatives
Education
Lehigh University - College of Business and Economics 1977 — 1981
Bachelor of Science (B.S.), Finance
Lehigh University
Lehigh University
Vaca Creek Asset Management LLC May 2010 - Present
Browndorf Private Equity Management March 2008 - February 2010
Wells Capital Management November 2007 - December 2007
Barclays Global Investors June 2002 - October 2007
Worldco Financial Services January 2002 - June 2002
American Century Investments May 2000 - November 2001
Merrill Lynch March 1999 - February 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1999
NatWest June 1996 - May 1997
Citibank September 1993 - June 1996
Skills
Fixed Income, Derivatives, Hedge Funds, Trading, Portfolio Management, Asset Managment, Credit Derivatives, Equities, Eye for Details, Risk Management, Macroeconomics, Global Macro, Market Analysis, Macro Analysis, Portfolio Optimization, Modern Portfolio Theory, Federal Reserve, Market Research, Global Strategy, Asset Allocation, ETFs, Bonds, Investment Portfolio, Central Banks, ECB, CDS, Market Risk, Investment Strategies, Sovereign Debt, Commodity, Securities, MBS, Investments, Hedging, Trading Strategies, Monetary Policy, Liquidity Management, Liquidity Risk, Repo, Equity Derivatives, Investment Management, Investment Research, Options, Valuation, Emerging Markets, Quantitative Analytics, Financial Structuring, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Financial Engineering
Lehigh University 1989 — 1993
BS, Material Science and Engineering
Dealerweb October 2013 - Present
Creditex May 2010 - July 2013
Citi May 2005 - May 2010
Merrill Lynch June 2003 - April 2005
Skills
Derivatives, Fixed Income, Credit, Trading Systems, Series 7, Emerging Markets, Series 63, Relationship Management, Financial Analysis, Bonds, Trading, Electronic Trading, Financial Markets
Education
Lehigh University
Bachelor of Science (BS), Finance/Marketing
Guy Carpenter October 2011 - Present
Bank of America Merrill Lynch June 2007 - August 2011
Odyssey Re 2005 - 2007
ACE Group 2002 - 2005
Bank of America 1999 - 2002
Goldman Sachs 1989 - 1999
Merrill Lynch 1996 - 1998
Skills
Mergers & Acquisitions, Strategic Planning, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Investments, Insurance, Due Diligence, Mergers, Risk Management, Portfolio Management, Underwriting, Capital Markets, Financial Risk, Corporate Finance, Private Equity
Education
Lehigh University 1993 — 1996
Bachelor of Science, Accounting, Highest Honors
The Prudential Insurance Company of America, Newark, NJ November 2014 - Present
Lippincott Consulting September 2014 - Present
Centinel Financial Group, LLC December 2012 - October 2014
Merrill Lynch November 2010 - December 2012
Equity Services November 2005 - November 2010
American Express Financial Advisors May 2004 - October 2005
Smart Energy 2002 - 2003
US PowerSolutions 2001 - 2002
NSTAR 1990 - 2000
GE Capital January 1978 - December 1989
Skills
Management, Finance, Strategic Planning, Small Business, Team Building, Leadership, Customer Service, Public Speaking, Financial Planning
Education
Lebanon Valley College 1972 — 1976
BS, Economics/Business Administration
Merrill Lynch December 2014 - Present
Sibilla Capital September 2014 - December 2014
Lyford Group International April 2006 - December 2013
Credit Suisse May 2005 - April 2006
Cambridge Associates December 2003 - May 2005
Skills
Hedge Funds, Investments, Derivatives, Alternative Investments, Bloomberg, Fixed Income, Equities, Financial Markets, Asset Management, Portfolio Management, Investment Strategies, Asset Allocation, Fund Of Funds, Capital Markets, Bonds, Options, Equity Trading, Trading, Valuation, Risk Management
Education
Lehigh University 1999 — 2003
Bachelor of Science (BS), Finance and Marketing
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Science (BS), Finance and Marketing
Naval Air Systems Command (NAVAIR) December 2014 - Present
Merrill Lynch August 2011 - November 2014
PeriscopeIQ December 2011 - October 2013
Pi Kappa Alpha February 2008 - May 2011
EarthShare New Jersey June 2010 - August 2010
Skills
Word, PowerPoint, Excel, Microsoft Office, Event Management, Microsoft Excel, Microsoft Word, Facebook, Fundraising, Leadership, Marketing, Marketing Strategy, Online Advertising, Customer Service, Management, Social Media Marketing
Education
Lehigh University 2007 — 2011
BS, Finance and Marketing
Long Branch High School 2003 — 2007
Merrill Lynch August 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2009 - August 2011
Wells Fargo Advisors, LLC January 2009 - August 2011
AllianceBernstein Institutional Investements 1994 - 2003
Skills
Series 7, Series 65, Series 63, Mutual Funds, Client Services, Wealth Management, Asset Management, Finance, Investments, Asset Allocation, Securities
Education
Lehigh University 1990 — 1994
BS, Business
Steiner Leisure Limited February 2013 - Present
Peach State Integrated Technologies March 2011 - February 2013
SupplyChainConsultingUSA.com September 2009 - February 2011
KEOGH Consulting 2005 - 2008
DHL 2003 - 2005
Merrill Lynch 2001 - 2003
Ryder 1998 - 2001
GE Healthcare 1996 - 1998
GE Healthcare 1994 - 1996
GE Healthcare 1990 - 1994
Skills
Supply Chain Management, Supply Chain, Logistics, Operations Management, Warehousing, Warehouse Management, Logistics Management, Project Management, Program Management, Management Consulting, Transportation..., Manufacturing, Outsourcing, Lean Manufacturing, Transportation, Industrial Engineering, Business Process..., Supply Chain..., 3PL, Six Sigma, Process Engineering, Cross-functional Team..., Process Improvement, Continuous Improvement, Supply Chain Consulting, Strategy, Operational Excellence, Management, Leadership, Reverse Logistics, Supply Chain Operations, Procurement, ERP, Purchasing, Value Stream Mapping, Material Handling, Distribution Center..., Materials Management, MRP, Demand Planning, Quality Management, Supply Management, Strategic Sourcing, Production Planning, Inventory Management, Change Management, Engineering, Inventory Control, International Logistics, Budgets
Education
Syracuse University - Martin J. Whitman School of Management
MBA, Transportation & Distribution, Finance
Lehigh University
BS, Industrial Engineering
Fayetteville-Manlius High
High School, Math-Science
Equifax October 2009 - Present
Trepp, LLC June 2008 - October 2009
Standard & Poor's February 2006 - June 2008
Standard & Poor's September 2005 - February 2006
Merrill Lynch February 2000 - September 2005
Skills
Product Management, Fixed Income, Leadership, Analytics, Risk Management, Financial Services, MBS, Capital Markets, Securitization, Project Management, Structured Finance, Product Development, Product Marketing, Equities, Strategy
Education
Le Moyne College 1994 — 1998
Bachelor's Degree
Barclays Capital July 2012 - Present
Barclays Capital October 2009 - July 2012
Merrill Lynch July 2009 - September 2009
Government of Singapore Investment Corp. December 2004 - August 2007
Merrill Lynch July 2002 - November 2004
Skills
Equity Derivatives, Program Trading, Databases, Trading Systems, Derivatives, Equities, Electronic Trading, Equity Trading, Trading, Bloomberg, Options, Financial Markets, Hedge Funds, Capital Markets, Investment Banking, Quantitative Finance, Commodity, Portfolio Management, Bonds, Technical Analysis, Fixed Income, FX Options
Education
London Business School 2008 — 2009
MSc, Finance
Leeds Beckett University 2000 — 2002
MSc, Creative Technology
University of Leeds 1997 — 2000
BSc (Hons), Information Systems
Merrill Lynch 2009 - March 2015
The Traffic Agency August 2009 - September 2009
The Walt Disney Company January 2009 - July 2009
International Institute for Learning December 2007 - October 2008
Nidiant Corporation May 2006 - September 2007
Web Net Inc April 2005 - April 2006
Radio Channel Networks January 2000 - June 2003
Microsoft October 1995 - March 1999
Prodigy Service Company August 1993 - June 1995
Children's Television August 1992 - August 1993
Skills
CSS, XML, DHTML, AJAX, HTML, JavaScript, XHTML, SQL, JSON, ASP, jQuery, Database Design, ASP.NET, Web Development, C#, C++, Visual Studio, HTML5, SQL Server, IIS, OOP, Application Development, Visual Basic, VBScript, Testing, Software Development, HTML 5, Databases, Microsoft SQL Server
Education
Lehigh University 1987 — 1992
Masters, Computer Science
Monmouth University 1984 — 1987
B.S, Computer Science
Sumitomo Mitsui Banking Corporation October 2011 - June 2014
Deutsche Bank September 2009 - September 2011
Deutsche Bank June 2008 - August 2008
Merrill Lynch July 2007 - August 2007
Pennsylvania Governor School for Global Entrepreneurship June 2007 - July 2007
Uralsib Financial Corporation February 2007 - May 2007
Skills
Bloomberg, Corporate Finance, Investment Banking, Capital Markets, Financial Modeling, Valuation, Leadership, Competitive Analysis, Banking, Private Equity, Structured Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Lehigh University 2005 — 2009
B.S, Finance
Moscow International University 2007 — 2007
Emma Willard School 2001 — 2005
Bank of America April 2006 - Present
Merrill Lynch July 2003 - April 2006
Education
Lehigh University 1999 — 2003
Bachelor of Science (BS), Finance, General
Merrill Lynch April 2014 - Present
Merrill Lynch January 2013 - April 2014
Merrill Lynch January 2011 - December 2012
Merrill Lynch June 2006 - December 2010
Merrill Lynch April 2002 - June 2006
Skills
Performance Management, Risk Management, Financial Analysis, Financial Services
Education
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Notre Dame High School 1994 — 1997
Kreps
The Chemours Company June 2015 - Present
DuPont January 2009 - Present
DuPont January 2008 - 2009
DuPont 2005 - 2008
DuPont 2003 - 2005
Robert Half Finance & Accounting 2001 - 2003
Merrill Lynch August 1999 - July 2000
International Specialty Products January 1995 - May 1999
W. L. Gore & Associates January 1991 - January 1993
Skills
New Business Development, Six sigma, Statistics, SAP, Ariba, Salesforce.com, Negotiation, Sales Management, Project Portfolio..., Supply Chain Management, Market Research, Six Sigma, Procurement, ERP, Raw Materials, Management, Business Development, Leadership, Project Management, Program Management, Sales Operations, Materials Management, Supply Chain
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
Lehigh University 1987 — 1991
BS, Chemical Engineering
Merrill Lynch November 2006 - Present
Skills
Wealth Management, Portfolio Management, Securities, Retirement Planning, Financial Planning, Investments, Strategic Financial..., Finance, Financial Advisory, Asset Allocation, Equities, Financial Analysis, Mutual Funds, Retirement, Series 7
Education
Lehigh University 1997 — 2001
B.S., Finance and Economics
Kiefer Insurance Group May 2007 - Present
Edward Jones 2002 - 2007
Merrill Lynch 1999 - 2002
Education
Lawrence University
B.A., Economics
Tower Hill Advisors Management Consulting Firm 2015 - Present
Market News International, Inc. 1993 - 2015
Deutsche Börse 2010 - 2012
Xinhua Finance 2004 - 2009
Market News International 1992 - 1993
Market News International 1990 - 1992
Moody's Investors Service 1984 - 1990
Merrill Lynch 1983 - 1984
University of Pennsylvania 1980 - 1983
Skills
Business Strategy, Strategic Planning, Leadership, Financial Markets, Capital Markets, Equities, Trading, Fixed Income, Emerging Markets, Financial Services, Market Data, New Business Development, Hedge Funds, FX Options, Finance, Risk Management, Options, Derivatives, Investment Banking, Trading Systems, Electronic Trading, Portfolio Management, Bonds, Analysis, Securities, Investments, Business, Economics, Equity Trading, Alternative Investments, Asset Management, Equity Research, Process Improvement, Bloomberg, Financial Modeling, Analytics, Foreign Exchange, Commodity, Investor Relations, Valuation, Banking, Currency, ETFs, Structured Products, Private Equity, Equity Derivatives, Business Development, Marketing Strategy, Sales Management, Strategic Partnerships
Education
Lehigh University 1976 — 1980
BS Bachelor of Science, Business & Economics
Educational Testing Service (ETS) March 2013 - Present
Whitewater Challengers April 2005 - Present
BNY Mellon September 2012 - March 2013
Educational Testing Service (ETS) January 2012 - August 2012
Ally Financial Inc. October 2011 - December 2011
Bank of America/Merrill Lynch August 2010 - September 2011
Sunoco March 2008 - December 2009
International SOS November 2007 - February 2008
Merrill Lynch June 2005 - November 2007
Juniper Bank November 2004 - June 2005
Skills
First Aid/CPR..., Project Management, Process Engineering, Requirements Management, Systems Analysis, Visio, PowerPoint, MS Office tools, HP Quality Center, Caliber, Excel, Ariba, Clarity, Business Analysis, Technical Writing, PeopleSoft, Lotus Notes, Quality Management, Program Management, Management, User Acceptance Testing, Project Planning, Process Improvement, Testing, Business Process, Resource Management, Quality Assurance, Quality Center, Microsoft Office, Microsoft Excel, Vendor Management
Education
Hahnemann College of Allied Health Professionals 1978 — 1979
Certificate, Medical Technology
Lebanon Valley College 1975 — 1979
Bachelor of Science, Medical Technology
Merrill Lynch June 2014 - Present
Merrill Lynch January 2013 - June 2014
Kangaroo Express, an affiliate of The Pantry, Inc. October 2012 - January 2013
McDonald's 2011 - 2012
Sugar Mountain Realty - Dereka's October 2006 - March 2009
Baxter Healthcare March 2006 - August 2006
Skills
Microsoft Office, Multi Tasking, Microsoft Excel, Microsoft Word, Mathematics, Customer Service, Listener, Typing, Phone Skills, Answering Telephones, Self-driven, Self-starter, People Skills, PowerPoint, Public Speaking, Teamwork, Telephone Skills, Administrative..., Access, Customer Satisfaction, Administrative...
Education
Nova Southeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Lees-McRae College 2010 — 2012
Bachelor of Arts (B.A.), Business Administration/Accounting
Mayland Community College 2006 — 2010
Associate of Arts (A.A.), General Studies
I Squared Capital April 2015 - Present
KPMG January 2011 - March 2015
KPMG June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
National Wrestling Hall of Fame January 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Chicago Investment Group June 2007 - August 2007
Education
Lehigh University 2007 — 2011
B.S., Finance, Accounting
Internal Revenue Service June 2015 - August 2015
Feldman & Feldman LLP June 2014 - August 2014
Office of Attorney Mildred Molino September 2012 - December 2012
Merrill Lynch May 2011 - August 2011
The Montessori School August 2008 - August 2009
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Research, Interviews, Leadership, Public Relations, Fundraising, Finance, Editing, Time Management, Community Outreach, Facebook, Lexis, Social Media, Event Planning, Nonprofits, Management, Project Management, Social Networking
Education
Temple University - James E. Beasley School of Law 2013 — 2016
Juris Doctorate
Lehigh University 2009 — 2013
Bachelor of Arts (BA), Political Science
Mercy College March 2012 - Present
AXA Equitable October 2009 - March 2012
Morgan Stanley September 2006 - April 2009
Bank of America 2003 - 2006
Merrill Lynch 2000 - 2003
Quantum Management Services Ltd. January 2000 - August 2000
Young & Rubicam 1997 - 2000
Skills
Program Management, Recruitments, Onboarding, College Recruiting, Talent Acquisition, Talent Management, Recruiting, Performance Management, Employee Relations, Applicant Tracking..., Career Development, Resume Writing, Career Counseling, Human Resources, Succession Planning
Education
Lehigh University 1993 — 1997
BA, Psychology
Family Holdings June 2015 - August 2015
Oppenheimer & Co. Inc. June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Bank of America June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Market Research, Microsoft Excel, PowerPoint, Public Speaking
Education
Lawrence University
Bachelor of Arts (B.A.), Economics
St. Louis University High School
Amnet Group U.S.- The Dentsu Aegis Network Trading Desk January 2015 - Present
Varick Media Management October 2014 - December 2014
Varick Media Management October 2013 - October 2014
Lehigh University October 2010 - July 2013
Complex Media May 2012 - August 2012
Dale Robyn Siegel May 2011 - August 2012
Merrill Lynch September 2007 - June 2008
Skills
Social Media, Social Media Marketing, Entrepreneurship, Photoshop, Microsoft Excel, Microsoft Word, Digital Marketing, Bloomberg Terminal
Education
Lehigh University
Bachelor of Science (B.S.), Finance and Marketing
Academies @ Englewood
Merrill Lynch March 2015 - Present
The Cosmopolitan of Las Vegas April 2012 - July 2015
The Cosmopolitan of Las Vegas July 2013 - March 2015
The Cosmopolitan of Las Vegas January 2011 - June 2012
Caesars Entertainment Corporation May 2007 - January 2011
Skills
Casino, Resorts, Event Management, Hospitality, Hospitality Industry, Hotels
Education
University of Hawaii at Manoa 2001 — 2005
Bachelors of Arts, Economics
Leeward Community College 1998 — 2001
Associates, Arts
UNLV
Masters, Economics
BNY Mellon June 2015 - September 2015
Ernst & Young November 2012 - June 2015
Sumitomo Mitsui Banking Corporation June 2011 - October 2012
Relationship Capital Partners, Inc. July 2010 - April 2011
Merrill Lynch May 2009 - August 2009
Joinway Law Firm May 2008 - August 2008
J. Ganes Consulting March 2006 - July 2006
Skills
Financial Modeling, Bloomberg, Wealth Management, Valuation, Investment Banking, Hedge Funds, Financial Services, Financial Analysis, Capital Markets, Corporate Finance, Finance, Microsoft Office, Management, Microsoft Excel, Bloomberg Terminal, Equities, Fixed Income, Investments, Private Equity, Strategy, Equity Research, Due Diligence, Banking
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Lehigh University - College of Business and Economics 2006 — 2010
BS, Finance, Accounting, Chinese
Citi June 2015 - Present
Merrill Lynch June 2014 - August 2014
MagnaCare May 2012 - May 2014
NUI Galway June 2013 - August 2013
Education
Lehigh University 2011 — 2015
Finance
Merrill Lynch March 2015 - Present
STX, LLC September 2012 - February 2015
Volt Workforce Solutions August 2012 - September 2012
The Mergis Group April 2012 - June 2012
The Mergis Group January 2012 - April 2012
Private Capital Group LTD June 2010 - August 2010
Skills
Time Management, Organizing, People-oriented, Team Building, Team Motivator, Cold Calling, Coaching, Recruiting, Strategic Planning, Direct Sales, Business Development, Marketing, Leadership, Inventory Management, Sourcing, Sales, Sales Management, Microsoft Excel, Lacrosse, Sports Coaching, Customer Service, Management
Education
Le Moyne College 2006 — 2010
Bachelor, Finance
Simsbury High School
UBS March 2015 - Present
UBS February 2011 - Present
Community USA HoldCo September 2009 - September 2010
Merrill Lynch March 2007 - September 2009
Merrill Lynch June 2004 - March 2007
Merrill Lynch July 2003 - June 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2003
BS, Finance. Economics
Apple September 2015 - Present
COHEN Equities May 2015 - Present
Cadaret, Grant & Co., Inc. March 2015 - May 2015
Mutual of Omaha October 2014 - March 2015
Merrill Lynch May 2014 - August 2014
Le Moyne College May 2012 - March 2014
Skills
Mathematics, Economics, Business Intelligence, Access, Communication Skills, Interviews, Negotiation, Organization, Real Estate, Real Estate Economics, Social Media, Data Analysis, Communication, SAS, Real Estate Transactions, Time Management, Analysis, Marketing, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Customer Service
Education
Le Moyne College 2012 — 2016
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase June 2013 - Present
Bank of America January 2011 - May 2013
Bank of America June 2009 - March 2011
Merrill Lynch August 2006 - June 2009
First Investors Corporation November 2004 - August 2006
Education
Lehigh University 2000 — 2004
Bachelor of Science
UBS October 2013 - Present
Merrill Lynch March 2000 - October 2013
Goldman Sachs August 1993 - March 2000
J.P. Morgan August 1989 - June 1991
Education
UCLA Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Finance/Strategic Planning
Lehigh University 1985 — 1989
Bachelor of Science (B.S.), Finance
Study.com July 2012 - Present
Credit Suisse August 2009 - April 2012
Merrill Lynch February 2007 - August 2009
Skills
Data Analysis, Portfolio Management
Education
Lehigh University 2005 — 2006
MS, Analytical Finance
Lehigh University 2000 — 2004
BS, Integrated Business & Engineering
HighTower January 2015 - Present
LCK Wealth Management at HighTower November 2013 - December 2014
Merrill Lynch May 2000 - November 2013
First Montauk Securites Corp October 1997 - May 2000
Skills
Equities, Alternative Investments, Fixed Income, Investments, Bloomberg, Financial Analysis, Strategic Financial..., Equity Research, Bloomberg Terminal, Portfolio Management, Derivatives, Investment Banking, Asset Allocation, Mutual Funds, Series 63, Securities, Financial Planning
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Finance
Garden City High School
CFO / Controller January 2004 - Present
Metropolitan Consulting June 2009 - Present
York Consulting Group LLC 2006 - 2009
Merrill Lynch 1994 - 2001
Ernst and Young August 1991 - November 1994
Skills
Strategic Financial..., Auditing, Real Estate, Financial Analysis, Accounting, CPA, Financial Reporting, Strategic Planning
Education
Lehigh University 1987 — 1991
B.S., Accounting
Lawrence High School 1984 — 1987
Northwestern Mutual July 2015 - Present
Brian Alexander Entertainment April 2008 - Present
VALIC October 2013 - July 2015
Merrill Lynch February 2012 - October 2013
Abercrombie & Fitch June 2006 - April 2008
Wegmans Food Markets June 2002 - June 2006
Skills
Uniform Combined State..., Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Investments, Investment Strategies, Strategic Financial..., IRAs, 401k, Securities, Financial Advisory, Commercial Lending, Wealth, Stocks, Alternative Investments, Investment Management, Asset Management, Fixed Income, Financial Goals, ETFs, Life Insurance, Insurance, Long-term Care, Portfolio Management, Finance, Disability Insurance, Fixed Annuities, Health Insurance, Financial Services, Term Life Insurance, Credit, Mortgage Lending, Small Business, Risk Management, Underwriting, Residential Mortgages, Banking, Employee Benefits, Credit Analysis, Estate Planning, Financial Analysis, Loans, Brokerage, Whole Life
Education
Le Moyne College 2002 — 2006
Bachelor of Science in Business Administration (Marketing and MIS concentrations), Business Administration
Capital One Investing December 2014 - Present
UBS Financial Services Inc. March 2004 - December 2014
Wachovia Securities June 1996 - March 2004
Merrill Lynch September 1991 - June 1996
Skills
Investments, Series 7, Mutual Funds, Financial Analysis, Finance, Financial Modeling, Financial Planning, Series 63, Securities, Asset Management
Education
Le Moyne College 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch January 2015 - Present
Robert Half Technology February 2014 - January 2015
Iron Mountain March 2013 - February 2014
Normal CornBelters February 2012 - August 2012
Lehigh Valley Financial Group October 2011 - February 2012
Arizona Diamondbacks June 2011 - February 2012
Skills
Facebook, Sports, PowerPoint, Baseball, Microsoft Excel, Sales, Risk Management, Social Media Marketing, Insurance, Marketing, Microsoft Word, Strategy, Recruiting, Management, CRM, Firewalls, Social Media
Education
Lehigh University 2007 — 2011
B.S. Business and Economics
Scent2Market 2010 - Present
Scent 2 Market 2010 - 2015
Scent 2 Market 2010 - 2015
rTerra LLC 2008 - 2009
rTerra LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Skills
Project Management, Business Development, Management, Project Planning, Strategic Planning, Leadership, Process Improvement, Microsoft Office, Change Management, Cross-functional Team...
Education
Murdoch University 2008 — 2010
Masters of Science, Renewable Energy Systems
Lehigh University 2002 — 2006
Bachelor's Degree, Marketing
NRHS
NRHS
NRHS
Bank of America April 2015 - Present
Bank of America November 2010 - April 2015
Bank of America November 2010 - June 2012
Harte-Hanks Direct Marketing June 2008 - November 2010
Merrill Lynch August 2007 - June 2008
Time Inc. October 2006 - August 2007
Berlitz May 2005 - October 2006
Skills
Digital Marketing, Marketing, CRM, Strategy, Project Management, Creative Direction, Leadership, Management, Program Management, Strategic Planning, Budgets
Education
Lehigh University 2001 — 2005
BA
Lincoln Financial Advisors November 2013 - Present
American Business August 2012 - November 2013
Sax Macy Fromm & Co August 2012 - November 2013
Bloomberg December 2007 - August 2012
Merrill Lynch June 2004 - December 2007
Carr Futures Inc October 2002 - December 2003
Skills
Financial Markets, Investments, Life Insurance, Asset Allocation, Disability Insurance, Health Insurance, Wealth Management..., Securities, Series 63, Wealth, Financial Planners, Fixed Income, Wealth Management, Long-term Care, Derivatives, Series 7, Trading, Alternative Investments, Mutual Funds, Insurance, Asset Management, Equities, Estate Planning, Bonds, Financial Services, High Net Worth..., Financial Planning
Education
Lehigh University 1998 — 2002
Bachelor of Arts, History; Religion
Great Neck North 1994 — 1998
Citizens Financial Group, Inc. October 2011 - Present
Bank of America Merrill Lynch September 2010 - September 2011
Merrill Lynch January 2007 - February 2008
Bank of America April 2005 - December 2006
Banque de la Mediterranee 1998 - 2001
Bank of Beirut 1996 - 1998
Skills
Portfolio Management, Credit Analysis, Banking, Finance, Loans, Corporate Finance, Relationship Management, Commercial Banking, Credit Risk, Legal Negotiation and...
Education
Lebanese American University 1995 — 1997
MBA, Business Administration
Richmond, The American International University in London 1990 — 1992
BA, International Business
Yale University June 2011 - Present
XL Global Services February 2010 - June 2011
Hartford Life July 2008 - November 2009
XL Global Services May 2008 - July 2008
GE Money October 2003 - March 2008
Merrill Lynch 2002 - 2003
Merrill Lynch 2000 - 2002
Merrill Lynch 1999 - 2000
Merrill Lynch 1980 - 1999
Skills
Vendor Management, Due Diligence, Process Improvement, Team Leadership, Cross-functional Team..., Strategic Sourcing, Negotiation, Change Management, SDLC, IT Service Management, Management, Quality Assurance, Risk Management, Outsourcing, Business Analysis, Operations Management, Strategy, Budgets, Business Process, IT Management, Leadership, Project Management, Recruiting, Software Documentation
Education
Syracuse University 1974 — 1976
MS, Elementary Education
Le Moyne College 1970 — 1974
BA, Political Science
PricewaterhouseCoopers January 2011 - Present
Air Products September 2010 - January 2011
Air Products June 2005 - September 2010
Air Products June 2004 - June 2005
Air Products June 2003 - June 2004
Johnson & Johnson May 2002 - December 2002
PricewaterhouseCoopers May 2001 - August 2001
Allstate May 2000 - August 2000
Merrill Lynch May 1999 - August 1999
Skills
Business Transformation, Strategic Planning, Organizational..., Performance Management, Program Management, Project Management, Process Improvement, Continuous Improvement, Change Management, Cross-functional Team..., Process Engineering, Supply Chain Management, Six Sigma, SAP, ERP, Data Analysis, Operations Research, Industrial Engineering, Business Strategy, Management, Management Consulting, Logistics, Budgets
Education
Lehigh University 2008 — 2011
M.B.A.
Penn State University 1998 — 2003
B.S.
Adidas Kids: LT Apparel June 2015 - Present
Mission Athletecare 2013 - June 2015
Under Armour July 2012 - 2014
Everlast Worldwide August 2009 - September 2011
Packworks, LLC January 2008 - December 2009
The Levy Group Inc September 2006 - December 2008
Merrill Lynch 2005 - 2006
Skills
Retail, Merchandising, Sales, Marketing Strategy, New Business Development, Product Marketing, Apparel, Product Development, Sales Management, Management, Brand Management, Leadership, Inventory Management, Footwear, Brand Development, Pricing, Sales Operations, Fashion, Marketing, Forecasting, Wholesale, Trend, Visual Merchandising, Email Marketing, Logistics, Budgets, Key Account Management, Product Management, Strategic Planning, Customer Service, Sporting Goods, Competitive Analysis, Trend Analysis, Store Management, Trade Shows, Social Media Marketing, Account Management, Sourcing, E-commerce
Education
Towson University 2002 — 2005
BS, Economics, Business
Lehigh University 2001 — 2002
Economics, Econimics
Allergan January 2012 - Present
Allergan December 2009 - January 2012
Eclinso US 2004 - December 2009
Baumar Industries 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Management, Team Leadership, SharePoint, EDC, Business Intelligence, Project Management, Software Documentation, Vendor Management, Software Development, Leadership, SDLC, Software Project..., Security, Integration, Business Analysis, computer restarts, Data Management
Education
Lehigh University 1997 — 2002
B.S., Computer Science
Johnson & Johnson March 2015 - Present
Johnson & Johnson December 2013 - March 2015
Johnson & Johnson December 2012 - December 2013
Johnson & Johnson February 2012 - December 2012
Johnson & Johnson December 2008 - February 2012
Merrill Lynch June 1999 - November 2008
Skills
IT Service Management, Governance, Business Intelligence, Data Center, IT Strategy, Vendor Management, Program Management, ITIL, Cross-functional Team..., IT Operations, Process Engineering, Disaster Recovery, Strategy, Business Analysis, Management, SDLC, IT Governance, Agile Methodologies, Lean Six Sigma, Scrum, Release Management, devops
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance and Technology & Operations
Lehigh University 1996 — 2000
BS, Computer Science
Dr. Reddy's Laboratories July 2015 - Present
Dr. Reddy's Laboratories December 2013 - Present
Cadista Pharmaceuticals June 2012 - November 2013
Cadista Pharmaceuticals Inc. August 2009 - June 2012
Cadista Pharmaceuticals October 2007 - August 2009
Cadista Pharmaceuticals August 2007 - October 2007
Sandoz February 2006 - August 2007
Merrill Lynch November 2004 - February 2006
State Street Bank January 2004 - September 2004
Skills
Market Research, Forecasting, SAP, Project Management, Strategic Planning, Microsoft Excel, Pharmaceutical Industry, Customer Service, Business Analysis, Microsoft Office, Data Analysis, Marketing, Portfolio Management, Market Analysis, Strategy, Process Improvement, Product Launch, GMP, Cross-functional Team..., Pharmaceutical Sales, Competitive Analysis, Validation, Sales Operations, Product Development, Management, Pharmaceutics, FDA, Global Marketing, Supply Chain, Technology Transfer, Pricing, Sop, Supply Chain Management
Education
Lehigh University
Bachelor of Science (BS), Business and Economics
Saint Joseph's University 2009 — 2011
MBA, Marketing
IBM February 2015 - Present
IBM July 2013 - January 2015
IBM August 2011 - June 2013
Freddie Mac May 2010 - August 2010
PricewaterhouseCoopers June 2009 - July 2009
Merrill Lynch July 2008 - August 2008
Delphi May 2008 - June 2008
Skills
Business Analysis, Financial Analysis, Financial Modeling, Management Consulting, Business Transformation, Finance, Microsoft Excel, PowerPoint, Strategy, Data Analysis, Access, Analysis, Process Modeling, Business Process..., Access Database, VBA, Business Strategy, Six Sigma, Business Process Design, Business Process..., Consulting, Management
Education
Lehigh University 2010 — 2011
M.S., Analytical Finance
Lehigh University 2006 — 2010
B.S. Integrated Business and Engineering (IBE), Information Systems Engineering
Phillips Exeter Academy 2003 — 2006
Jefferies & Company January 2012 - Present
Jefferies & Company October 2009 - Present
Skadden Arps February 2009 - October 2009
Merrill Lynch December 2008 - January 2009
Merrill Lynch April 2005 - August 2008
D.S. Wolf Group International, LLC January 2004 - April 2005
Capco June 2002 - October 2002
Merrill Lynch January 1998 - June 2002
Merrill Lynch June 1993 - January 1998
UBS Securities 1988 - 1993
Skills
Strategy, Derivatives, Business Analysis, Investment Banking, Equities, Management, Leadership, Finance, Program Management, Recruiting, Analysis, Talent Management, Capital Markets, Executive Management, Financial Services, Prime Brokerage, Trading
Education
Lehigh University 1983 — 1987
BS
Emerson Jr. Sr. High School 1978 — 1983
High School
Group One Consulting Corp September 2011 - Present
SumTotal Systems July 2008 - August 2011
Grafica Inc October 2005 - July 2008
Merrill Lynch January 2000 - August 2005
DLM Consulting Group, Inc. January 1995 - May 2005
Berlex Laboratories 1988 - 1993
Skills
XML, Microsoft SQL Server, Databases, Oracle, SQL, Data Warehousing, PL/SQL, ETL, Database Design, MySQL, SDLC, T-SQL, Web Applications, Performance Tuning, Data Modeling, Business Intelligence, SaaS, ASP, IT Strategy, SSRS, Stored Procedures, SSIS, PHP, Database Administration, Testing, Software Project..., .NET, Software Development, Requirements Analysis, Agile Methodologies, IIS, Integration, SharePoint, ASP.NET, Solaris, C#
Education
Stevens Institute of Technology 1995 — 1998
Master of Science
Lebanon Valley College 1982 — 1986
Bachelor of Science
HSBC November 2009 - Present
Societe Generale December 2003 - November 2009
Merrill Lynch October 2002 - December 2003
New Era of Networks September 1997 - December 2000
Citigroup 1994 - 1997
Kidder Peabody September 1992 - September 1994
Skills
Fixed Income, Capital Markets, Equities, Trading Systems, Investment Banking, Middle Office, Electronic Trading, Business Analysis, Financial Services, Banking, Project Management, MS Project, Program Management, Financial Accounting, PMO, Project Portfolio..., Change Management, Requirements Gathering, Product Control, Portfolio Management, Derivatives, Risk Management, FX Options, Financial Markets, Market Data, Securities, Financial Risk, Credit Derivatives, Prime Brokerage, Swaps, Hedge Funds, Treasury, Equity Derivatives, Options, Bloomberg, Sybase, Credit Risk, Finance, Market Risk, Interest Rate..., Hedging, SDLC, Trading, IFRS, Structured Products, Operational Risk, Back Office, Bonds, Structured Finance, Emerging Markets
Education
Lehigh University 1989 — 1992
BA
New York University 1988 — 1990
Tradition Energy December 2010 - Present
Chappaqua Youth Soccer Club June 2009 - June 2015
Synergy Partners January 1990 - December 2010
Chester Davis 1984 - 1990
Merrill Lynch 1983 - 1984
Arthur Young 1980 - 1983
Skills
Contract Negotiation, Energy, Analysis, Budgets, Business Planning, Business Process..., CRM, Due Diligence, Finance, Financial Analysis, Forecasting, Recruiting, Management, Strategic Planning, Renewable Energy, New Business Development, Risk Management, Business Strategy, Business Development, Leadership, Project Management, Negotiation
Education
Lehigh University 1976 — 1980
BSBU, Economics
Connetquot HS 1974 — 1976
Merrill Lynch April 2011 - Present
ISE July 2006 - November 2010
KPMG, LLP June 2003 - June 2006
Invoke, LLC November 2001 - June 2003
i-traffic October 2000 - November 2001
ebrick.com November 1999 - October 2000
IDD Information Services June 1999 - October 2000
Skills
XML, Microsoft SQL Server, Equities, Trading Systems, SDLC, E-commerce, Perl, SQL, Software Development, Visio, Databases, Linux, MySQL, Web Applications, C#
Education
Lehigh University 1994 — 1999
Electrical and Electronics Engineering
ARC Investments November 2014 - Present
Quantavium LLC November 2012 - June 2014
Citi October 2011 - October 2012
Merrill Lynch May 2007 - 2011
Citi 2005 - 2007
Skills
Portfolio Management, Electronic Trading, Equities, Fixed Income, Trading Systems
Education
Lehigh University 2000 — 2004
BS, Computer Science / Spanish
Merrill Lynch May 1997 - November 2001
Alliance Capital Management 1988 - 1994
AllianceBernstein 1986 - 1994
Skills
Logical Data Modeling, Excel, Microsoft Office, Organizational..., Quality Assurance, Educational Technology, Writing, Microsoft Word, Technical Writing, Microsoft Excel, Proofreading
Education
Le Moyne College 1964 — 1968
BA, French
Morgan Stanley June 1996 - Present
Merrill Lynch 1994 - 1996
Education
Lehigh University 1990 — 1994
University of Alabama in Huntsville August 2013 - Present
5th Annual International Festival of North Alabama January 2014 - Present
Sound Health Community Outreach Program September 2011 - August 2013
University of Wisconsin-Madison August 2008 - May 2013
University of Wisconsin-Madison September 2010 - May 2012
Lawrence University September 2011 - December 2011
Merrill Lynch June 2007 - August 2007
Universal Music Asia Regional Office July 2006 - August 2006
Skills
Piano, Teaching, Classical, Higher Education, Keyboards, Piano Education, Ensemble, Music, Chamber Music, Pianist, Orchestral Music, Choral, Music Theory, Music Industry, Music Education
Education
University of Wisconsin-Madison 2010 — 2013
Doctor of Musical Arts, Piano Performance & Pedagogy, Business
University of Wisconsin-Madison 2008 — 2010
Master of Music, Piano Performance & Pedagogy
Lawrence University 2003 — 2008
Bachelor's degree, Economics, Piano Performance
Douglas C. Lane & Associates, Inc. September 2004 - Present
Pequot Capital Management March 1999 - August 2004
Merrill Lynch 1996 - 1999
Skills
Equity Research, Portfolio Management, Asset Management, Hedge Funds, Securities, Alternative Investments, Equities, Investments, Valuation, Financial Modeling, Financial Analysis, Investment Management, Capital Markets, Bloomberg, Fixed Income, Buy-side
Education
Lehigh University 1990 — 1994
Bachelor's degree, Finance, General
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Science (B.S.), Business & Economics - Finance
Merrill Lynch October 2006 - Present
JPMorganChase June 1997 - September 2006
Education
Lehigh University 1985 — 1989
BS, Accounting & Finance
Lehigh University - College of Business and Economics 1985 — 1989
AstraZeneca February 2014 - Present
Bristol-Myers Squibb March 2011 - January 2014
Bristol-Myers Squibb November 2009 - March 2011
Covance January 2008 - July 2009
Covance May 2005 - January 2008
Bristol-Myers Squibb August 2002 - April 2005
Merrill Lynch November 1996 - August 2002
Skills
Interviews, Onboarding, Recruiting, Talent Acquisition, Employee Relations, Vendor Management, Talent Management, Human Resources, Sourcing, Outsourcing, Employee Engagement, Performance Management, Applicant Tracking..., Personnel Management, Executive Search
Education
Lehigh University 1990 — 1994
BA, Political Science
Technology Resource Management March 2002 - Present
Merrill Lynch 1995 - 1999
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Executive Search, Internet Recruiting, Staff Augmentation, Sourcing, Benefits Negotiation, Recruiting, Contract Recruitment, Staffing Services, Temporary Staffing
Education
Lehigh University 1990 — 1994
B.S., Finance
Morgan Stanley June 2010 - Present
Merrill Lynch June 2006 - May 2010
Deutsche Bank June 2003 - June 2006
Education
Lehigh University
Privateer Energy Partners June 2014 - Present
Petrocognate Capital, LLC May 2013 - June 2014
Jersey Partners, LLC 2005 - 2013
NERI, llc, a Liberty Mutual captive company 2007 - 2012
Merrill Lynch 2000 - 2005
BayView Capital (acquired by U.S. Bank) 1995 - 2000
Atlantic Financial Services, Inc. a National Bank of Greece company 1993 - 1997
Stephens Inc. 1990 - 1993
Skills
Structured Finance, Investment Banking, Capital Markets, Finance, Loans, Corporate Finance, Commercial Lending, Valuation, Asset Management, Mortgage Lending, Financial Risk, Investments, Financial Structuring, Private Equity, Executive Management, Portfolio Management, Mergers & Acquisitions
Education
Lehigh University 1983 — 1988
FINANCE Major, SECURITY ANALYSIS Minor
The Blackstone Group September 2008 - Present
Merrill Lynch May 1998 - June 2008
Arthur Andersen 1995 - 1998
Education
New York University 2000 — 2003
MBA
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance and Management
Lehigh University 1991 — 1995
BS, Accounting
Lehigh University - College of Business and Economics 1991 — 1995
Merrill Lynch July 2001 - Present
Education
Lehigh University
JP Morgan July 2002 - Present
Merrill Lynch 1996 - 2002
Education
Lebanon Valley College 1986 — 1990
Bloomberg December 2008 - Present
Bloomberg July 2008 - December 2009
Merrill Lynch January 2006 - March 2007
Skills
Series 7, Uniform Combined State..., Bloomberg, Equities, Bloomberg Terminal, Investments, Fixed Income, Series 63, Portfolio Management, Asset Managment, ETFs, Electronic Trading, Mutual Funds, Options, Financial Markets
Education
Lehigh University 2001 — 2005
BS, Finance
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Finance
CryoSource January 2015 - Present
Albridge Analytics, An Affiliate of Pershing, BNY June 2009 - Present
Merrill Lynch August 2007 - June 2009
Skills
Alternative Investments, Financial Services, Bloomberg, Wealth Management, Investments, Mutual Funds, Equities, Business Development, Series 7, Asset Management, Investment Strategies, Asset Allocation
Education
Lehigh University 2003 — 2007
Bachelor of Arts, Economics
William Penn Charter 1999 — 2003
Bank of Tokyo-Mitsubishi UFJ January 2015 - Present
JPMorgan Chase January 2013 - July 2013
Nomura Securities September 2010 - March 2012
Nomura Securities 2010 - 2012
Merrill Lynch 2006 - 2010
Customized Database Systems 1991 - 2006
Skills
Visual Basic, Excel, Access, Equities, Fixed Income, Finance, Electronic Trading, Trading, SQL, Data Warehousing, Trading Systems, Microsoft Excel
Education
Le Moyne College
BA, Mathematics
Columbia University
29 credits towards Masters Degree, Mathematics
EY August 2014 - Present
Jefferies & Company May 2009 - August 2014
Merrill Lynch January 2006 - May 2009
Tradition June 2005 - January 2006
Skills
Portfolio Management, Financial Modeling, Capital Markets, Series 7, Series 63, Financial Analysis, Fixed Income, Bloomberg, Equities, Investments, Mutual Funds, Securities, Asset Managment, Hedge Funds, Alternative Investments, Trading Systems, Risk Management, Wealth Management, Equity Trading, Valuation, Electronic Trading, Trading, FX Options, FINRA, Financial Risk, Options, Financial Markets, Derivatives, Middle Office
Education
Lehigh University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
White Plains High School 1994 — 1998
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2009 - Present
UBS January 2006 - August 2008
UBS January 2003 - December 2005
UBS January 2000 - December 2002
B.T. Alex Brown August 1998 - November 1999
First National Bank of Maryland October 1996 - July 1998
Education
Lehigh University 1989 — 1994
Bachelor's of Arts, History
Lehigh University 1989 — 1994
Bachelor's degree, History
Bank of America October 2014 - Present
Bank of America March 2013 - October 2014
Bank of America March 2009 - March 2013
Merrill Lynch August 2005 - March 2009
Merrill Lynch July 2004 - August 2005
Skills
Derivatives, Financial Modeling, Fixed Income, Credit Risk, Portfolio Management, Valuation, Financial Analysis, Capital Markets, Risk Management, Corporate Finance, Credit Analysis, Debt Restructuring, Investments, Series 7, Investment Banking, Credit, Finance, Structured Finance, Due Diligence, Loans, Trading
Education
Lehigh University 2000 — 2004
BS, Finance
VeriClaim, Inc. April 2015 - Present
Tri State Insurance Adjusters May 2010 - March 2015
Merrill Lynch June 2009 - August 2009
The Walters Group May 2008 - August 2008
Skills
Real Estate Development, Market Research, Real Estate, Accounting, Microsoft Excel, Wealth Management
Education
Lehigh University 2006 — 2010
Lehigh University - College of Business and Economics 2006 — 2010
Finance, Real Estate
JP Morgan Asset Management April 2011 - Present
Mercer Investment Consulting June 2009 - April 2011
Merrill Lynch June 2008 - August 2008
Ernst & Young May 2007 - June 2007
Education
Lehigh University 2005 — 2009
BS, Finance
Private Investment Firm June 2012 - Present
Susquehanna International Group February 2009 - January 2012
Merrill Lynch October 2003 - January 2009
Pilgrim Baxter & Associates May 2002 - October 2003
Driehaus Capital Management June 1999 - May 2002
Foster Wheeler Corporation May 1992 - August 1997
Skills
Industry Analysis, Investments, Fundamental Research, Buy-side, Equity Research, Valuation, Financial Modeling, Equity Valuation, Sell Side, Series 7, Portfolio Management, Equity Derivatives, Asset Management, Derivatives, Fundamental Analysis, Series 63, Equities, Emerging Markets, Mutual Funds, Competitive Analysis, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Lehigh University 1988 — 1992
BS, Mechanical Engineering
Morgan Stanley October 2014 - Present
Bank of America May 2014 - Present
Bank of America August 2009 - April 2014
KBC Financial Products October 2006 - January 2009
Morgan Stanley February 2004 - October 2006
Merrill Lynch July 2002 - February 2004
Skills
Derivatives, Equities, Fixed Income, Credit Derivatives, Middle Office, Capital Markets, Trading, Equity Derivatives, Interest Rate..., Investment Banking, Alternative Investments, Bonds, Hedge Funds, Structured Products, Swaps, Credit Risk, Rates, Operational Risk, Settlement, Market Risk, Bloomberg, Back Office, FX Options, Financial Markets, Options, Prime Brokerage, Securities, Trading Systems
Education
Lehigh University 1998 — 2002
B.S, Finance
EY July 2002 - Present
Lincoln Square Neighborhood Center November 2013 - Present
Merrill Lynch May 1998 - August 1999
Skills
Financial Modeling, Valuation, Mergers, Business Valuation, Due Diligence, Leasing, Aircraft Leasing, Asset M, Mergers & Acquisitions, Financial Analysis, Strategy, Auditing, Portfolio Management, Finance, Financial Reporting
Education
Lehigh University 1998 — 2002
B.S., Industrial Engineering
Bank of America Debt Capital Markets - Corporate BondsVice PresidentBank of America Merril Lynch2010 - December 2012
Merrill Lynch 2000 - 2008
Skills
Financial Modeling, Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Equities, Bloomberg, Valuation, Hedge Funds, Private Equity, Alternative Investments, Corporate Finance, Series 7, Due Diligence, Investments
Education
Lehigh University
Delphi Technology 2006 - Present
JPMorgan Chase October 2005 - May 2006
Goldman Sachs November 2004 - October 2005
US Trust August 2004 - October 2004
JPMorgan Chase February 2003 - July 2004
Merck July 2002 - February 2003
Lehman Brothers July 1999 - July 2002
The Chase Manhattan Bank April 1997 - July 1999
Merrill Lynch June 1992 - April 1997
American Management Systems (AMS) July 1991 - June 1992
Skills
Agile Methodologies, SQL, Requirements Analysis, Java Enterprise Edition, SOA, Software Project..., Java, SDLC, Business Analysis, Spring, Architecture, JavaScript, Microsoft SQL Server, Software Development, Enterprise Architecture, Scrum, Web Services, Oracle, JSP, Web Applications, Architectures
Education
Lehigh University 1987 — 1991
BS, Computer Engineer
Deutsche Bank October 2012 - Present
Merrill Lynch May 2011 - October 2012
Merrill Lynch October 2009 - May 2011
Merrill Lynch 2005 - 2009
FTI Consulting 2001 - 2005
Arthur Andersen LLP 1998 - 2001
Skills
Municipal, Accounting, Audit, Derivatives, Due Diligence, Valuation, Bonds, Structured Products, Options, Financial Modeling, Forensic Accounting, Financial Analysis, Portfolio Management, Asset Management, Fraud, Corporate Finance
Education
Lehigh University 1994 — 1998
BS, Accounting
Keys
Self Employed December 2009 - Present
Merrill Lynch June 2008 - December 2009
UBS -- Bethlehem June 2006 - June 2008
Skills
Uniform Combined State..., Series 7, Finance, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Retirement, Securities, Investment Strategies, Alternative Investments, Estate Planning, Financial Advisory, Investments, FINRA, Fixed Annuities, Series 65, 401k, IRAs, Equities
Education
Lehigh University 1999 — 2002
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia 1989 — 1994
Bachelor of Arts (BA), History
RBC Capital Markets September 2009 - Present
Merrill Lynch October 1993 - July 2009
Skills
Electronic Trading, Trading Systems, Series 7, Capital Markets, Derivatives, Equity Trading, Equity Derivatives, Bloomberg, Financial Markets, Options, Equities, Market Data, Series 63, Trading, Hedge Funds, Series 24, Trading Strategies, Quantitative Analytics, Order Management, Prime Brokerage, Structured Products, Mutual Funds, FINRA, Investment Strategies, Emerging Markets, Equity Research, ETFs, Investment Banking
Education
Lehigh University 1989 — 1993
BS, Finance
SunGard February 2010 - Present
BondDesk October 2008 - December 2009
The Bank of New York Mellon, Dreyfus Corporation May 2002 - September 2008
The McNamara Group January 2002 - May 2002
Merrill Lynch June 2000 - November 2001
Fiduciary Trust International July 1998 - May 2000
Morton's The Steakhouse 1997 - 1998
Dean Witter Intercapital, Dean Witter Discover & Co July 1994 - January 1996
Education
Loyola College 1997 — 1998
MBA, Marketing
Loyola University Maryland 1997 — 1998
MBA, Marketing/Business
Le Moyne College
South Side High School
First New York Securities March 2009 - December 2012
Merrill Lynch July 1999 - January 2009
Skills
Equities, Bloomberg, Trading, Hedge Funds, Fixed Income, Derivatives, Options, Series 7, Portfolio Management, Capital Markets, Alternative Investments, Equity Trading
Education
Lehigh University 1995 — 1999
BS, Finance & Marketing
Milestone January 2014 - Present
ALaS Consulting LLC May 2010 - June 2013
Raymond James September 2009 - November 2009
Merrill Lynch June 2008 - August 2008
Keefe, Bruyette & Woods June 2007 - August 2007
Education
Lehigh University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Capital Asset Management Counselors January 2006 - Present
UBS/PaineWebber June 1986 - March 2001
Morgan Stanley/Dean Witter May 1980 - June 1986
Merrill Lynch July 1977 - May 1980
Skills
Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Asset Managment, Customer Service, Retirement Planning, Wealth Management, Asset Management, Investment Advisory, Mutual Funds, Small Business, Portfolio Management, Capital Markets, Bonds, Finance, Securities, Financial Advisory, Tax, Wealth, Funding, Retirement, Estate Planning, Wealth Accumulation, Fixed Annuities, Investment Management, Series 7, 401k, Equities, Fixed Income
Education
Lehigh University 1976 — 1978
Finance
Wilkes University 1972 — 1974
Bachelor of Science (BS), Finance, General
CBS Corporation June 2014 - Present
Time Warner Cable May 2013 - June 2014
Time Warner Cable July 2011 - May 2013
Bank of America Merrill Lynch March 2010 - July 2011
Merrill Lynch 2008 - 2010
Merrill Lynch 2007 - 2008
Skills
Derivatives, Bloomberg, Capital Markets, Finance, Financial Modeling, Middle Office, Financial Analysis, Investment Banking, Equities, Fixed Income, Asset Management, Treasury, Corporate Finance, Investments, Portfolio Management, Financial Services, Trading, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Specializations in Corporate Finance, Financial Instruments and Markets, and Management
Lehigh University 2003 — 2007
Bachelor of Science (BS), Finance
Nazareth Area High School 1999 — 2003
Guggenheim Partners May 2011 - Present
Healy Circle Capital LLC September 2003 - May 2011
Merrill Lynch Investment Managers June 1999 - May 2002
Mitchell Hutchins Asset Management 1996 - March 1999
Merrill Lynch June 1990 - 1996
Skills
Series 7, ETF, Fixed Income, Money Market Funds, Product Management, New Business Development, Alternative Investments, Separately Managed..., Portfolio Management, Investments, Mutual Funds, ETFs, Equities, Securities
Education
Le Moyne College 1978 — 1982
BS, Business
Cascadia Capital 2014 - Present
Santander Consumer USA August 2013 - March 2014
Duff & Phelps June 2011 - August 2012
Bank of America June 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, ThomsonOne, Distressed M&A, Private Placements, Mergers, Mergers & Acquisitions, Financial Risk, Financial Modeling
Education
Lehigh University 2004 — 2008
Bachelor of Science, Finance
Lehigh University 2004 — 2008
Bachelor of Arts, International Relations
Lennox International June 2014 - Present
Lennox International June 2012 - Present
Cardinal Health February 2007 - June 2012
Cardinal Health February 2007 - June 2012
Cardinal Health February 2007 - June 2012
Merrill Lynch January 2006 - May 2006
Internal Revenue Service (IRS) January 2006 - April 2006
Lee University August 2003 - December 2005
Skills
Financial Analysis, Financial Modeling, Business Planning, Trend Forecasting, Financial Forecasting, Revenue Forecasting, Process Improvement, Lean Six Sigma Green..., Budgets, Six Sigma, Internal Controls, Analysis, Finance
Education
University of North Texas 2011 — 2012
MBA
Lee University 2002 — 2006
Bachelors of Science
The Home Depot June 2006 - June 2010
Crisper's, LLC March 2005 - March 2006
FBW, Inc October 2003 - March 2005
Ceridian April 2002 - August 2003
Morning Star, Inc January 2001 - January 2002
Charles Schwab January 2000 - January 2001
Merrill Lynch January 1997 - January 2000
BajaSouth January 1994 - January 1997
Education
Le Moyne College
BS, Business Administration / Marketing
Bronx Pro Real Estate May 2006 - Present
Merrill Lynch August 2005 - December 2005
Skills
Investment Properties, Short Sales, Sellers, Real Estate, Property Management, Negotiation, Investments, Entrepreneurship, Asset Management, Valuation, Real Estate Transactions, Buyer Representation, Real Estate Economics, Real Estate Development, Leases, Due Diligence, Property
Education
Lee University
Bachelor of Science (B.S.)
UBS Investment Bank January 2012 - Present
Soleil Securities 2008 - 2012
Merrill Lynch 2005 - 2008
ARCADIS January 2002 - January 2005
Education
Lehigh University 1997 — 2001
St Anthony's HS 1994 — 1997
Morgan Stanley June 2011 - Present
Merrill Lynch July 2008 - June 2010
Education
Lehigh University
B.S, Computer Science
Delta Financial Group, Inc. April 1991 - January 2012
Zoch & Zoch Associates, Inc. April 1988 - March 1991
Merrill Lynch July 1985 - March 1988
First Jersey September 1982 - March 1985
Skills
Investments, Insurance, Financial Planning, Tax, Asset Management, Banking, Small Business, Capital, Portfolio Management, Securities, Wealth Management, Mortgage, Trading, Strategic Financial..., Asset Managment, Financial Services, Capital Markets, Series 7, Hedge Funds, Fixed Income, Financial Advisory, Investment Advisory, Mutual Funds
Education
Lehigh University 1978 — 1982
BS, Businees & Economics
Lehigh University - College of Business and Economics 1978 — 1982
BS, Business & Economics
UBS Wealth Management October 2010 - Present
Merrill Lynch July 2009 - September 2010
GMAC ResCap June 2005 - June 2009
Cendant/PHH Mortgage June 2002 - May 2005
Lebanon School District August 1997 - June 2002
Skills
Loans, Loan Origination, Residential Mortgages, Refinance, Account Management, Real Estate, Strategic Financial..., Call Centers, Marketing Strategy, Coaching, Credit, Banking, Mortgage Banking, Leadership, Mortgage Lending, FHA, Financial Services, Credit Analysis
Education
Lebanon Valley College 1992 — 1996
Bachelor of Science
The Butter Group September 2015 - Present
Barclays September 2012 - August 2015
Credit Suisse August 2008 - May 2012
Merrill Lynch February 2006 - August 2008
Merrill Lynch September 2003 - February 2006
Merrill Lynch September 2001 - September 2003
Merrill Lynch August 1998 - September 2001
Merrill Lynch March 1998 - August 1998
Merrill Lynch December 1997 - March 1998
Fimat USA, Inc March 1995 - November 1997
Skills
Product Control, Interest Rate..., Rates, Credit Derivatives, Fixed Income, Derivatives, Equity Derivatives, Market Risk, Structured Products, Trading, Investment Banking, Swaps, Middle Office, Prime Brokerage, Bloomberg, FX Options
Education
Lehigh University 1990 — 1994
BS, Finance
TD Ameritrade May 2015 - Present
Abbey Capital January 2015 - May 2015
Merrill Lynch October 2008 - January 2015
Merrill Lynch April 2007 - October 2008
Verizon Wireless May 2005 - January 2007
Skills
Series 7, Uniform Combined State..., Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Series 66, Financial Planning, Municipal Bonds, ETFs, Managed Money, Fixed Income, Life, Accident and..., FINRA
Education
Lehigh University 1998 — 2002
Willard & Kelsey Solar September 2008 - Present
WILLARD & KELSEY SOLAR GROUP L.L.C September 2008 - Present
Disney Vacation Club 2008 - 2013
Merrill Lynch February 2004 - September 2008
MERRILL LYNCH GLOBAL MARKETS & INVESTMENT BANKING February 2004 - September 2008
RAYMOND JAMES & Co April 1998 - February 2004
CAMBRIDGE PARTNERS L.L.C October 1995 - April 1998
Skills
Strategic Planning, Management Consulting, Start-ups, New Business Development, Investment Banking, Negotiation, Finance, Mergers & Acquisitions, Equities, Due Diligence
Education
Lehigh University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
BA Lehigh University
Bank of America Merrill Lynch August 2013 - Present
Citi January 2008 - July 2013
Merrill Lynch January 2004 - January 2005
Joseph Stevens January 2003 - January 2004
Education
Lehigh University 2000 — 2003
Bachelor's degree, Finance, General