Merrill Lynch

Industry: Banking company

Description

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

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

Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Emily Jiang Emily Jiang Greater New York City Area Details
Emily Jiang's Merrill Lynch Experience June 2014 - August 2014
Job Student at Lehigh University & Incoming MBS Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

David Guadagnino David Guadagnino Rochester, New York Area Details
David Guadagnino's Merrill Lynch Experience January 1993 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Blaise Fullen Blaise Fullen New York, New York Details
Blaise Fullen's Merrill Lynch Experience July 2011 - September 2011
Job Institutional Equity Trading at Cantor Fitzgerald
Industry Financial Services
Experience
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

Kevin Deutsch Kevin Deutsch Warren, New Jersey Details
Kevin Deutsch's Merrill Lynch Experience April 1993 - January 1999
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chris du Laney Chris du Laney Willoughby, Ohio Details
Chris du Laney's Merrill Lynch Experience October 2006 - June 2012
Job Principal at Financial Management Strategies, Inc.
Industry Financial Services
Experience
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

Nicole Amico Smith Nicole Amico Smith Greater New York City Area Details
Nicole Amico Smith's Merrill Lynch Experience 1997 - 2002
Job Vice President of Sales, Livingly Media, Inc.
Industry Online Media
Experience
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.)

Jones Dayton Jones Dayton Havana, Florida Details
Jones Dayton's Merrill Lynch Experience May 2000 - May 2005
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Justin Frankel Justin Frankel Greater New York City Area Details
Justin Frankel's Merrill Lynch Experience August 1998 - 2004
Job Portfolio Manager RiverPark Structural Alpha Fund at RiverPark Funds
Industry Financial Services
Experience
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

Matthew Ennis Matthew Ennis Los Angeles, California Details
Matthew Ennis's Merrill Lynch Experience June 2012 - October 2013
Job Compliance Analyst at Impac Mortgage
Industry Financial Services
Experience
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

Joann Wildman Joann Wildman Dallas/Fort Worth Area Details
Joann Wildman's Merrill Lynch Experience January 2008 - May 2008
Job Account Executive at Fort Worth StarTelegram
Industry Marketing and Advertising
Experience
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

Gregg Koop Gregg Koop Greater New York City Area Details
Gregg Koop's Merrill Lynch Experience December 1995 - March 2003
Job Senior Engagement Manager, Microsoft Consulting Services
Industry Information Technology and Services
Experience
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

Brady Ryan Brady Ryan Greater Los Angeles Area Details
Brady Ryan's Merrill Lynch Experience April 2013 - October 2013
Job Vice President at First Citizens Bank
Industry Financial Services
Experience
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

Ben Bahnsen Ben Bahnsen Greater Atlanta Area Details
Ben Bahnsen's Merrill Lynch Experience March 2005 - March 2007
Job Sales Executive at FX Logistics
Industry Marketing and Advertising
Experience
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

Cynthia Aiken Cynthia Aiken Greater New York City Area Details
Cynthia Aiken's Merrill Lynch Experience 2005 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

Alexander Lass, CPA Alexander Lass, CPA New York, New York Details
Alexander Lass, CPA's Merrill Lynch Experience May 2011 - August 2011
Job Senior Associate Financial Instruments, Structured Products, and Real Estate at PwC
Industry Financial Services
Experience
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

Anthony Doyley Jr. Anthony Doyley Jr. Chattanooga, Tennessee Area Details
Anthony Doyley Jr.'s Merrill Lynch Experience June 2012 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Ethan Leibovich Ethan Leibovich San Francisco Bay Area Details
Ethan Leibovich's Merrill Lynch Experience May 2012 - August 2012
Job Financial Analyst at Cisco Systems
Industry Computer Networking
Experience
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

Drew Rowley Drew Rowley New York, New York Details
Drew Rowley's Merrill Lynch Experience February 2007 - July 2010
Job Municipal Trading at Morgan Stanley
Industry Financial Services
Experience
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

Donna (DalMaso) Genay Donna (DalMaso) Genay Allentown, Pennsylvania Area Details
Donna (DalMaso) Genay's Merrill Lynch Experience 2012 - 2014
Job CPA, CGMA, MBA Finance Director, CFO
Industry Executive Office
Experience
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

Kristin Irish Kristin Irish Greater New York City Area Details
Kristin Irish's Merrill Lynch Experience May 1994 - December 1998
Job Vice President , Global Learning & Development, BMO Capital Markets
Industry Investment Banking
Experience
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

Trevor Cezair Trevor Cezair Greater Philadelphia Area Details
Trevor Cezair's Merrill Lynch Experience October 2002 - June 2007
Job AVP, Enterprise Architect
Industry Computer Software
Experience
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.

David Weeks David Weeks New York, New York Details
David Weeks's Merrill Lynch Experience April 2006 - June 2011
Job Chief Investment Officer Serenitas Credit Gamma Fund
Industry Investment Management
Experience
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

Jonathan Sadowsky Jonathan Sadowsky Santa Monica, California Details
Jonathan Sadowsky's Merrill Lynch Experience March 1999 - February 2000
Job Fixed Income Portfolio Manager and Global Macroeconomic Strategist at Vaca Creek Asset Management
Industry Investment Management
Experience
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

Margo Smith Mumma Margo Smith Mumma Brooklyn, New York Details
Margo Smith Mumma's Merrill Lynch Experience June 2003 - April 2005
Job VP Sales and Client Management Dealerweb
Industry Financial Services
Experience
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

Chris Ezbiansky Chris Ezbiansky Greater New York City Area Details
Chris Ezbiansky's Merrill Lynch Experience 1996 - 1998
Job Managing Director Head of M&A Advisory Americas
Industry Financial Services
Experience
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

William Lippincott William Lippincott Greater Boston Area Details
William Lippincott's Merrill Lynch Experience November 2010 - December 2012
Job Financial Planner at Prudential Financial
Industry Financial Services
Experience
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

Matthew Dennis Matthew Dennis Greater New York City Area Details
Matthew Dennis's Merrill Lynch Experience December 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Capital Markets
Experience
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

Adam Smiga Adam Smiga Greater New York City Area Details
Adam Smiga's Merrill Lynch Experience August 2011 - November 2014
Job Operations Research Analyst at Naval Air Systems Command (NAVAIR)
Industry Financial Services
Experience
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

Candice Epp Candice Epp Greater New York City Area Details
Candice Epp's Merrill Lynch Experience August 2011 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
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

John Sills John Sills Miami/Fort Lauderdale Area Details
John Sills's Merrill Lynch Experience 2001 - 2003
Job Distribution Center Manager
Industry Logistics and Supply Chain
Experience
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

Jorge Crivelli Jorge Crivelli New York, New York Details
Jorge Crivelli's Merrill Lynch Experience February 2000 - September 2005
Job Product Innovation & Management
Industry Financial Services
Experience
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

Luke Levine Luke Levine San Francisco Bay Area Details
Luke Levine's Merrill Lynch Experience July 2009 - September 2009
Job at Barclays Capital
Industry Banking
Experience
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

Patrick Coston Patrick Coston Trenton, New Jersey Details
Patrick Coston's Merrill Lynch Experience 2009 - March 2015
Job Web Developer
Industry Information Technology and Services
Experience
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

Anna Krementz Anna Krementz Greater New York City Area Details
Anna Krementz's Merrill Lynch Experience July 2007 - August 2007
Job MBA Candidate at the Wharton School
Industry Financial Services
Experience
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

Allison Gladstone Allison Gladstone New York, New York Details
Allison Gladstone's Merrill Lynch Experience July 2003 - April 2006
Job Debt Capital Markets Syndicate at Bank of America
Industry Banking
Experience
Bank of America  April 2006 - Present
Merrill Lynch   July 2003 - April 2006

Education
Lehigh University   1999 — 2003
Bachelor of Science (BS), Finance, General

Geoff Zachow Geoff Zachow Greater New York City Area Details
Geoff Zachow's Merrill Lynch Experience April 2014 - Present
Job Head of Wealth Management Services & Performance Reporting at Merrill Lynch
Industry Financial Services
Experience
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

Paul Kostrzewski Paul Kostrzewski Greater Philadelphia Area Details
Paul Kostrzewski's Merrill Lynch Experience August 1999 - July 2000
Job Senior Buyer at The Chemours Company
Industry Chemicals
Experience
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

Mark Spedaliere Mark Spedaliere Greater New York City Area Details
Mark Spedaliere's Merrill Lynch Experience November 2006 - Present
Job Vice President and Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Brian Kiefer Brian Kiefer Greater Chicago Area Details
Brian Kiefer's Merrill Lynch Experience 1999 - 2002
Job President, Kiefer Insurance Group
Industry Insurance
Experience
Kiefer Insurance Group   May 2007 - Present
Edward Jones  2002 - 2007
Merrill Lynch   1999 - 2002

Education
Lawrence University
B.A., Economics

Michael Connor Michael Connor Greater New York City Area Details
Michael Connor's Merrill Lynch Experience 1983 - 1984
Job CEO | Entrepreneur | Global Experience | P&L | Board Director | M&A | Financial Services | Information Industry
Industry Information Services
Experience
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

Diane Pugh Diane Pugh Greater Philadelphia Area Details
Diane Pugh's Merrill Lynch Experience June 2005 - November 2007
Job Technical Project Lead at Educational Testing Service (ETS)
Industry Information Technology and Services
Experience
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

Jacquelyn Zeno Jacquelyn Zeno Jacksonville, Florida Area Details
Jacquelyn Zeno's Merrill Lynch Experience June 2014 - Present
Job Financial Services
Industry Financial Services
Experience
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

Aman Sareen Aman Sareen Greater New York City Area Details
Aman Sareen's Merrill Lynch Experience June 2009 - August 2009
Job Senior Analyst at I Squared Capital
Industry Venture Capital & Private Equity
Experience
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

Jordan Dahme Jordan Dahme Philadelphia, Pennsylvania Details
Jordan Dahme's Merrill Lynch Experience May 2011 - August 2011
Job Summer Intern, Office of Chief Counsel at Internal Revenue Service
Industry Law Practice
Experience
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

Nicole (Martusciello) Brodsky Nicole (Martusciello) Brodsky Greater New York City Area Details
Nicole (Martusciello) Brodsky's Merrill Lynch Experience 2000 - 2003
Job Associate Director of Career Services at Mercy College
Industry Financial Services
Experience
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

Joseph Luongo Joseph Luongo Saint Louis, Missouri Details
Joseph Luongo's Merrill Lynch Experience June 2012 - August 2012
Job Student/Athlete at Lawrence University
Industry Financial Services
Experience
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

Myles Gamboa Myles Gamboa Greater New York City Area Details
Myles Gamboa's Merrill Lynch Experience September 2007 - June 2008
Job Account Manager, Programmatic Media at Amnet Group U.S. The Dentsu Aegis Network Trading Desk
Industry Online Media
Experience
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

Leon Fukushima Leon Fukushima Las Vegas, Nevada Area Details
Leon Fukushima's Merrill Lynch Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Steven Greenhill Steven Greenhill Greater New York City Area Details
Steven Greenhill's Merrill Lynch Experience May 2009 - August 2009
Job Project Manager, Hedge Fund Outsourcing Division at BNY Mellon
Industry Financial Services
Experience
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

Jenna Cusumano Jenna Cusumano Garden City, New York Details
Jenna Cusumano's Merrill Lynch Experience June 2014 - August 2014
Job Commercial Banking Analyst at Citi
Industry
Experience
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

Mike Rabbitt Mike Rabbitt Atlanta, Georgia Details
Mike Rabbitt's Merrill Lynch Experience March 2015 - Present
Job Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
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

Casey Jojic Casey Jojic Greater New York City Area Details
Casey Jojic's Merrill Lynch Experience March 2007 - September 2009
Job Executive Director at UBS
Industry Financial Services
Experience
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

Ronald J. Vaccaro Jr. Ronald J. Vaccaro Jr. Syracuse, New York Area Details
Ronald J. Vaccaro Jr.'s Merrill Lynch Experience May 2014 - August 2014
Job Sales Specialist at Apple
Industry Financial Services
Experience
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

Adam Napack Adam Napack Greater New York City Area Details
Adam Napack's Merrill Lynch Experience August 2006 - June 2009
Job Senior Associate at JPMorgan Chase
Industry Financial Services
Experience
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

Glenn Oratz Glenn Oratz Los Angeles, California Details
Glenn Oratz's Merrill Lynch Experience March 2000 - October 2013
Job Managing Director UBS Wealth Management
Industry Financial Services
Experience
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

Glen Behrend Glen Behrend Mountain View, California Details
Glen Behrend's Merrill Lynch Experience February 2007 - August 2009
Job Director Engineering, BI at Study.com
Industry Information Technology and Services
Experience
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

Christine Torrey Christine Torrey New York, New York Details
Christine Torrey's Merrill Lynch Experience May 2000 - November 2013
Job Private Wealth Advisor at LCK Wealth Management HighTower Advisors
Industry Financial Services
Experience
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

Andrea Weissman Andrea Weissman Greater New York City Area Details
Andrea Weissman's Merrill Lynch Experience 1994 - 2001
Job CFO, Controller and Strategic Business Advisor
Industry Accounting
Experience
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

Brian Perdew Brian Perdew Syracuse, New York Area Details
Brian Perdew's Merrill Lynch Experience February 2012 - October 2013
Job Director of Marketing at Derrenbacker Group Benefit Specialists, LLC (Northwestern Mutual)
Industry Financial Services
Experience
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

Michael Palazzo Michael Palazzo Washington D.C. Metro Area Details
Michael Palazzo's Merrill Lynch Experience September 1991 - June 1996
Job Vice President Investments at Capital One Investing
Industry Financial Services
Experience
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

Michael Lebo Michael Lebo Greater Philadelphia Area Details
Michael Lebo's Merrill Lynch Experience January 2015 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Dov Kesten Dov Kesten Yonkers, New York Details
Dov Kesten's Merrill Lynch Experience 2006 - 2008
Job EVPBusiness Development at Scent2Market
Industry Consumer Goods
Experience
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

Blair Andres Blair Andres Charlotte, North Carolina Details
Blair Andres's Merrill Lynch Experience August 2007 - June 2008
Job Vice President, Merrill Edge Digital Marketing at Bank of America
Industry Financial Services
Experience
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

Jason Gutman Jason Gutman Greater New York City Area Details
Jason Gutman's Merrill Lynch Experience June 2004 - December 2007
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
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

Mirna Kassir, MBA Mirna Kassir, MBA Greater Boston Area Details
Mirna Kassir, MBA's Merrill Lynch Experience January 2007 - February 2008
Job Vice President at Citizens Financial Group
Industry Banking
Experience
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

Ed Frey Ed Frey New Haven, Connecticut Details
Ed Frey's Merrill Lynch Experience 2002 - 2003
Job Associate Director / Vendor Manager at Yale University
Industry Higher Education
Experience
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

Angela (Lee) Hammer, PMP Angela (Lee) Hammer, PMP Washington D.C. Metro Area Details
Angela (Lee) Hammer, PMP's Merrill Lynch Experience May 1999 - August 1999
Job Manager, PricewaterhouseCoopers
Industry Management Consulting
Experience
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.

Anthony Melzi Anthony Melzi Greater New York City Area Details
Anthony Melzi's Merrill Lynch Experience 2005 - 2006
Job VP of Sales at Adidas Kids: LT Apparel
Industry Apparel & Fashion
Experience
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

David Bautis David Bautis Hasbrouck Heights, New Jersey Details
David Bautis's Merrill Lynch Experience 2000 - 2002
Job Manager Clinical Programming at Allergan
Industry Information Technology and Services
Experience
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

Kevin T. Feehan Kevin T. Feehan Greater New York City Area Details
Kevin T. Feehan's Merrill Lynch Experience June 1999 - November 2008
Job IT Leader at Johnson & Johnson
Industry Information Technology and Services
Experience
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

Christine Walton Christine Walton Greater Philadelphia Area Details
Christine Walton's Merrill Lynch Experience November 2004 - February 2006
Job Director, Rx Marketing at Dr. Reddy's Laboratories
Industry Pharmaceuticals
Experience
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

Brett Hanson Brett Hanson Greater New York City Area Details
Brett Hanson's Merrill Lynch Experience July 2008 - August 2008
Job Managing Consultant in the IBM Interactive Experience & Mobile (iX&M) Practice
Industry Financial Services
Experience
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

Lynne Davis Lynne Davis Greater New York City Area Details
Lynne Davis's Merrill Lynch Experience December 2008 - January 2009
Job
Industry Legal Services
Experience
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

Donald Palumbo Donald Palumbo Greater New York City Area Details
Donald Palumbo's Merrill Lynch Experience January 2000 - August 2005
Job Database Engineer and Developer
Industry Computer Software
Experience
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

Liz Petronino Liz Petronino Greater New York City Area Details
Liz Petronino's Merrill Lynch Experience October 2002 - December 2003
Job
Industry Financial Services
Experience
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

Jay Goldstein Jay Goldstein Greater New York City Area Details
Jay Goldstein's Merrill Lynch Experience 1983 - 1984
Job Director Recruiting and Development at Tradition and Tradition Energy
Industry Oil & Energy
Experience
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

Joseph Olenick Joseph Olenick Pennington, New Jersey Details
Joseph Olenick's Merrill Lynch Experience April 2011 - Present
Job Vice President, Apps Program Manager at Merrill Lynch
Industry Financial Services
Experience
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

Adam Sherman Adam Sherman New York, New York Details
Adam Sherman's Merrill Lynch Experience May 2007 - 2011
Job Managing Partner at ARC Investments
Industry Capital Markets
Experience
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

Edward Jamrozy Edward Jamrozy Greater New York City Area Details
Edward Jamrozy's Merrill Lynch Experience May 1997 - November 2001
Job Customer Service
Industry Financial Services
Experience
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

James Carrier James Carrier Greater New York City Area Details
James Carrier's Merrill Lynch Experience 1994 - 1996
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 1996 - Present
Merrill Lynch   1994 - 1996

Education
Lehigh University   1990 — 1994

Melody Ng Melody Ng Huntsville, Alabama Area Details
Melody Ng's Merrill Lynch Experience June 2007 - August 2007
Job Assistant Professor of Music / ArtistTeacher of Piano at University of Alabama in Huntsville
Industry Music
Experience
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

John Sini John Sini Greater New York City Area Details
John Sini's Merrill Lynch Experience 1996 - 1999
Job Principal, Portfolio Manager at Douglas C. Lane & Associates
Industry Financial Services
Experience
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

Len Arcuri Len Arcuri Greater New York City Area Details
Len Arcuri's Merrill Lynch Experience October 2006 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
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

Ellen Wright Ellen Wright Greater Philadelphia Area Details
Ellen Wright's Merrill Lynch Experience November 1996 - August 2002
Job Human Resources Generalist at AstraZeneca
Industry Pharmaceuticals
Experience
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

Mike Gaydos Mike Gaydos Greater New York City Area Details
Mike Gaydos's Merrill Lynch Experience 1995 - 1999
Job Director of Recruiting at Technology Resource Management
Industry Staffing and Recruiting
Experience
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

Andria Coletti Andria Coletti Greater New York City Area Details
Andria Coletti's Merrill Lynch Experience 1992 - 1997
Job Sr Executive Recruiter at Nike
Industry Retail
Experience
Nike  October 2011 - April 2012
Nike  August 2004 - July 2009
Gap Inc.  1997 - 2003
Merrill Lynch   1992 - 1997

Skills
Sourcing, Talent Acquisition

Education
Le Moyne College   1987 — 1991
Bachelor of Arts

Teachers College of Columbia University
MA, Psychology

Carissa Warner Carissa Warner Greater New York City Area Details
Carissa Warner's Merrill Lynch Experience June 2006 - May 2010
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley  June 2010 - Present
Merrill Lynch   June 2006 - May 2010
Deutsche Bank  June 2003 - June 2006

Education
Lehigh University

Don Hakes Don Hakes Austin, Texas Details
Don Hakes's Merrill Lynch Experience 2000 - 2005
Job Privateer Energy Partners
Industry Oil & Energy
Experience
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

Amy Marx Blake Amy Marx Blake Greater New York City Area Details
Amy Marx Blake's Merrill Lynch Experience May 1998 - June 2008
Job at The Blackstone Group
Industry Financial Services
Experience
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

Brooke Garafalo Brooke Garafalo Greater New York City Area Details
Brooke Garafalo's Merrill Lynch Experience July 2001 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2001 - Present

Education
Lehigh University

John Loeffler John Loeffler Columbus, Ohio Area Details
John Loeffler's Merrill Lynch Experience 1996 - 2002
Job Director at JP Morgan
Industry Investment Management
Experience
JP Morgan  July 2002 - Present
Merrill Lynch   1996 - 2002

Education
Lebanon Valley College   1986 — 1990

Jason Reitsma Jason Reitsma Greater New York City Area Details
Jason Reitsma's Merrill Lynch Experience January 2006 - March 2007
Job Account Manager
Industry Financial Services
Experience
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

David Gaunt David Gaunt Greater Philadelphia Area Details
David Gaunt's Merrill Lynch Experience August 2007 - June 2009
Job Vice President, Business Development at Albridge Analytics, An Affiliate of Pershing, BNY
Industry Financial Services
Experience
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

David Boettigheimer David Boettigheimer Greater New York City Area Details
David Boettigheimer's Merrill Lynch Experience 2006 - 2010
Job VBA Developer for Excel and Access at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
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

Barry Kraver Barry Kraver Greater New York City Area Details
Barry Kraver's Merrill Lynch Experience January 2006 - May 2009
Job Manager Performance Improvement at EY
Industry Financial Services
Experience
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

Jeff Zerweck Jeff Zerweck Greater New York City Area Details
Jeff Zerweck's Merrill Lynch Experience August 2009 - Present
Job Product Specialist, Field Services Group
Industry Financial Services
Experience
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

Peter Wilson, CFA Peter Wilson, CFA Greater New York City Area Details
Peter Wilson, CFA's Merrill Lynch Experience August 2005 - March 2009
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Connor Crawford Connor Crawford Greater Philadelphia Area Details
Connor Crawford's Merrill Lynch Experience June 2009 - August 2009
Job Senior Claims Adjuster at VeriClaim, Inc.
Industry Real Estate
Experience
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

Jason DeSena, CFA Jason DeSena, CFA New York, New York Details
Jason DeSena, CFA's Merrill Lynch Experience June 2008 - August 2008
Job Product Specialist at J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Jeffrey Fidacaro Jeffrey Fidacaro Greater New York City Area Details
Jeffrey Fidacaro's Merrill Lynch Experience October 2003 - January 2009
Job Senior IT Hardware Equity Analyst at Private Investment Firm
Industry Investment Management
Experience
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

Andrew Becker Andrew Becker Greater New York City Area Details
Andrew Becker's Merrill Lynch Experience July 2002 - February 2004
Job at
Industry Banking
Experience
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

Andrew Blumenstock, ASA Andrew Blumenstock, ASA Greater New York City Area Details
Andrew Blumenstock, ASA's Merrill Lynch Experience May 1998 - August 1999
Job Senior Manager at EY
Industry Financial Services
Experience
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

Kevin Wehler Kevin Wehler Greater New York City Area Details
Kevin Wehler's Merrill Lynch Experience 2000 - 2008
Job Director at Bank of America
Industry Investment Banking
Experience
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

Bill Reeder Bill Reeder Greater New York City Area Details
Bill Reeder's Merrill Lynch Experience June 1992 - April 1997
Job Software Architect at Delphi Technology
Industry Information Technology and Services
Experience
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

John Werba, CPA John Werba, CPA Jacksonville, Florida Details
John Werba, CPA's Merrill Lynch Experience May 2011 - October 2012
Job Director at Deutsche Bank
Industry Financial Services
Experience
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

John Reynard John Reynard Allentown, Pennsylvania Area Details
John Reynard's Merrill Lynch Experience June 2008 - December 2009
Job Investment, Financial, Educational, and Business Process Consulting for My Clients
Industry Financial Services
Experience
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

Anthony Victor Anthony Victor New York, New York Details
Anthony Victor's Merrill Lynch Experience October 1993 - July 2009
Job Managing Director, Electronic Trading
Industry Financial Services
Experience
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

Stephen Polizzi Stephen Polizzi Greater New York City Area Details
Stephen Polizzi's Merrill Lynch Experience June 2000 - November 2001
Job Account Manager Protegent at SunGard
Industry Financial Services
Experience
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

Jerry Telgheder Jerry Telgheder Greater New York City Area Details
Jerry Telgheder's Merrill Lynch Experience July 1999 - January 2009
Job Managing Member MNS International
Industry Financial Services
Experience
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

Brian Duwan Brian Duwan Greater New York City Area Details
Brian Duwan's Merrill Lynch Experience June 2008 - August 2008
Job Consultant at Milestone
Industry Financial Services
Experience
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

Nathan Katz Nathan Katz Tampa/St. Petersburg, Florida Area Details
Nathan Katz's Merrill Lynch Experience July 1977 - May 1980
Job Owner, Capital Asset Management Counselors
Industry Financial Services
Experience
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

Chad Diacont Chad Diacont Greater New York City Area Details
Chad Diacont's Merrill Lynch Experience 2008 - 2010
Job Director, Corporate Finance at CBS Corporation
Industry Capital Markets
Experience
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

Colleen McDermott Colleen McDermott New York, New York Details
Colleen McDermott's Merrill Lynch Experience June 1990 - 1996
Job Fixed Income Product Specialist at Guggenheim Partners
Industry Financial Services
Experience
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

Adam Weiss Adam Weiss Greater New York City Area Details
Adam Weiss's Merrill Lynch Experience June 2008 - August 2008
Job Investment Banking
Industry Banking
Experience
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

Lola Fajemirokun Lola Fajemirokun Dallas/Fort Worth Area Details
Lola Fajemirokun's Merrill Lynch Experience January 2006 - May 2006
Job Financial Planning and Analysis Lead at Lennox International
Industry Consumer Goods
Experience
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

Jon Meek Jon Meek Mobile, Alabama Area Details
Jon Meek's Merrill Lynch Experience January 1997 - January 2000
Job Human Resources Professional
Industry Human Resources
Experience
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

Maximiliano Nudman Maximiliano Nudman Greater New York City Area Details
Maximiliano Nudman's Merrill Lynch Experience August 2005 - December 2005
Job Manager at Bronx Pro Real Estate
Industry Real Estate
Experience
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.)

Kevin Towl Kevin Towl Greater New York City Area Details
Kevin Towl's Merrill Lynch Experience 2005 - 2008
Job Institutional Sales at UBS Investment Bank
Industry Financial Services
Experience
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

Jeff Kleeblatt Jeff Kleeblatt Greater New York City Area Details
Jeff Kleeblatt's Merrill Lynch Experience July 2008 - June 2010
Job Project Manager \​ Data Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2011 - Present
Merrill Lynch   July 2008 - June 2010

Education
Lehigh University
B.S, Computer Science

Joseph J. Macellara, CFP Joseph J. Macellara, CFP Basking Ridge, New Jersey Details
Joseph J. Macellara, CFP's Merrill Lynch Experience July 1985 - March 1988
Job Partner & Certified Financial Planner at Delta Finanacial Group, Inc.
Industry Financial Services
Experience
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

Jason Zitter Jason Zitter Greater Los Angeles Area Details
Jason Zitter's Merrill Lynch Experience July 2009 - September 2010
Job Director: Banking Solutions ConsultantLead
Industry Financial Services
Experience
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

Nicholas Losavio Nicholas Losavio New York, New York Details
Nicholas Losavio's Merrill Lynch Experience February 2006 - August 2008
Job Chief Financial Officer at The Butter Group
Industry Banking
Experience
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

Keith Prybylski, CRPC® Keith Prybylski, CRPC® Greater Philadelphia Area Details
Keith Prybylski, CRPC®'s Merrill Lynch Experience October 2008 - January 2015
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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

Mossie Murphy Mossie Murphy Pittsburgh, Pennsylvania Details
Mossie Murphy's Merrill Lynch Experience February 2004 - September 2008
Job Chief Financial Officer at Willard & Kelsey Solar
Industry Executive Office
Experience
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

Joseph Lentine Joseph Lentine New York, New York Details
Joseph Lentine's Merrill Lynch Experience January 2004 - January 2005
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Similar Companies