Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Rosemarie Matley Rosemarie Matley's Merrill Lynch Experience 1994 - 2002
Job Managing Partner at The Matley Group, Unfranchise Owner at AGreatWaytoShop.com
Industry Internet
Experience
AGreatWayToShop.com 2010 - Present
The Matley Group 2010 - Present
Janney Montgomery Scott LLC 2002 - 2005
Merrill Lynch 1994 - 2002
Skills
Online Marketing, E-commerce, Web Development, Internet Entrepreneur, Shopping Consultant, Entrepreneurship, Marketing Strategy, Public Speaking, Management
Education
Lesley University
Master's degree
Westfield State College
Bachelor's degree
AGreatWayToShop.com 2010 - Present
The Matley Group 2010 - Present
Janney Montgomery Scott LLC 2002 - 2005
Merrill Lynch 1994 - 2002
Skills
Online Marketing, E-commerce, Web Development, Internet Entrepreneur, Shopping Consultant, Entrepreneurship, Marketing Strategy, Public Speaking, Management
Education
Lesley University
Master's degree
Westfield State College
Bachelor's degree
Christian R. Puma Christian R. Puma's Merrill Lynch Experience July 2012 - August 2012
Job Client Services Representative at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2013 - Present
AXA Advisors June 2013 - October 2013
Merrill Lynch July 2012 - August 2012
Cepro, a.s. May 2012 - June 2012
Global Research Consortium, Jackson Securities June 2011 - August 2011
Education
Lehigh University - College of Business and Economics 2009 — 2013
Finance
Oppenheimer & Co. Inc. December 2013 - Present
AXA Advisors June 2013 - October 2013
Merrill Lynch July 2012 - August 2012
Cepro, a.s. May 2012 - June 2012
Global Research Consortium, Jackson Securities June 2011 - August 2011
Education
Lehigh University - College of Business and Economics 2009 — 2013
Finance
Glenn Carroll Glenn Carroll's Merrill Lynch Experience June 2014 - Present
Job Operations Analyst Settlements at Merrill Lynch
Industry Graphic Design
Experience
Merrill Lynch June 2014 - Present
Carroll Design June 2011 - Present
US Airways May 2012 - June 2014
Trysports August 2010 - June 2012
Mergent, Inc. 2007 - 2010
Skills
Illustrator, Graphic Design, Product Design, Digital Illustration, Teaching, Capital Markets, Stock Trading
Education
Lenoir-Rhyne College 2003 — 2007
BA, Political Science
Merrill Lynch June 2014 - Present
Carroll Design June 2011 - Present
US Airways May 2012 - June 2014
Trysports August 2010 - June 2012
Mergent, Inc. 2007 - 2010
Skills
Illustrator, Graphic Design, Product Design, Digital Illustration, Teaching, Capital Markets, Stock Trading
Education
Lenoir-Rhyne College 2003 — 2007
BA, Political Science
Eli Fabens Eli Fabens's Merrill Lynch Experience June 2010 - August 2010
Job Director of Research at Oreninc
Industry Financial Services
Experience
Oreninc March 2013 - Present
Oreninc March 2011 - March 2013
Lewis & Clark College August 2010 - May 2011
Lewis & Clark College January 2008 - May 2011
Lewis & Clark College September 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Stewart Park Day Camp July 2006 - August 2009
Skills
Blogging, Analysis, Management, Training, Time Management, Interviews, Microsoft Excel, Teaching, Research, Microsoft Office, Editing, Data Analysis, Economics, Statistics, Community Outreach, Qualitative Research, Public Speaking, Nonprofits
Education
Lewis and Clark College 2007 — 2011
BA, Economics
Ithaca High School 2003 — 2007
Oreninc March 2013 - Present
Oreninc March 2011 - March 2013
Lewis & Clark College August 2010 - May 2011
Lewis & Clark College January 2008 - May 2011
Lewis & Clark College September 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Stewart Park Day Camp July 2006 - August 2009
Skills
Blogging, Analysis, Management, Training, Time Management, Interviews, Microsoft Excel, Teaching, Research, Microsoft Office, Editing, Data Analysis, Economics, Statistics, Community Outreach, Qualitative Research, Public Speaking, Nonprofits
Education
Lewis and Clark College 2007 — 2011
BA, Economics
Ithaca High School 2003 — 2007
Allan Malina Allan Malina's Merrill Lynch Experience March 2005 - June 2009
Job President Servus Capital Management
Industry Financial Services
Experience
Servus Capital Management June 2009 - Present
Merrill Lynch March 2005 - June 2009
Skills
Public Speaking, Disability Insurance, Estate Planning, Risk Management, Fixed Annuities, Investments, Small Business, Investment Advisory, Financial Analysis, Strategic Planning, Retirement, Underwriting, Event Planning, Asset Allocation, Wealth Management, Business Strategy, Mortgage Lending, Retirement Planning, Mutual Funds, Life Insurance, Series 7, Marketing, Fundraising, Mortgage Banking, Term Life Insurance, Leadership, Accounting, Insurance, Finance, Financial Advisory, Budgets, Investment Management, Team Building, Strategic Financial..., Pensions, Universal Life, Financial Planning
Education
Liberty University 1991 — 2001
BS
Servus Capital Management June 2009 - Present
Merrill Lynch March 2005 - June 2009
Skills
Public Speaking, Disability Insurance, Estate Planning, Risk Management, Fixed Annuities, Investments, Small Business, Investment Advisory, Financial Analysis, Strategic Planning, Retirement, Underwriting, Event Planning, Asset Allocation, Wealth Management, Business Strategy, Mortgage Lending, Retirement Planning, Mutual Funds, Life Insurance, Series 7, Marketing, Fundraising, Mortgage Banking, Term Life Insurance, Leadership, Accounting, Insurance, Finance, Financial Advisory, Budgets, Investment Management, Team Building, Strategic Financial..., Pensions, Universal Life, Financial Planning
Education
Liberty University 1991 — 2001
BS
Clint Foster Clint Foster's Merrill Lynch Experience November 2007 - September 2008
Job Director of Business Development at The Pension Studio, FloridaWest Coast
Industry Financial Services
Experience
The Pension Studio April 2014 - February 2015
Matthews Benefit Group July 2012 - April 2014
Citi November 2010 - June 2012
Midamerica Administration and Retirement Solutions September 2008 - November 2010
Southern Wine & Spirits December 2005 - December 2008
Merrill Lynch November 2007 - September 2008
Skills
Business Analysis, Vendor Management, Financial Services, Project Management, Finance, Banking, Financial Analysis, Financial Modeling, Process Improvement, 401k, Software Project..., Financial Risk, Requirements Analysis, Management, Account Management, New Business Development, Client Relations, Relationship Management, Sales, Territory Development
Education
Liberty University 2010 — 2012
Bachelor of Science (B.S.), Interdisciplinary Studies - Social Sciences; Minor - Business, 3.25
Strayer University 2008 — 2010
Associate of Arts (A.A.), Business Administration, 3.5
The Pension Studio April 2014 - February 2015
Matthews Benefit Group July 2012 - April 2014
Citi November 2010 - June 2012
Midamerica Administration and Retirement Solutions September 2008 - November 2010
Southern Wine & Spirits December 2005 - December 2008
Merrill Lynch November 2007 - September 2008
Skills
Business Analysis, Vendor Management, Financial Services, Project Management, Finance, Banking, Financial Analysis, Financial Modeling, Process Improvement, 401k, Software Project..., Financial Risk, Requirements Analysis, Management, Account Management, New Business Development, Client Relations, Relationship Management, Sales, Territory Development
Education
Liberty University 2010 — 2012
Bachelor of Science (B.S.), Interdisciplinary Studies - Social Sciences; Minor - Business, 3.25
Strayer University 2008 — 2010
Associate of Arts (A.A.), Business Administration, 3.5
Deborah Tsai-Munster Deborah Tsai-Munster's Merrill Lynch Experience May 2006 - July 2009
Job Executive Director, Diversity Best Practices
Industry Human Resources
Experience
Diversity Best Practices, subsidiary of Working Mother Media, a Bonnier Corporation Group April 2015 - Present
ADT, LLC October 2012 - March 2015
Tyco International August 2009 - October 2012
Merrill Lynch May 2006 - July 2009
JP Morgan Chase August 1989 - April 2006
Chase Manhattan Bank 1989 - 2006
JPMorgan Chase 2000 - 2003
Skills
Organizational..., Talent Management, Succession Planning, Performance Management, Leadership, Diversity & Inclusion, Employee Engagement, Human Resources, Strategy, Leadership Development, Business Development, Management, Start-ups, Process Improvement
Education
Lehigh University - College of Business and Economics 1985 — 1989
BS, Finance
Waldwick High School 1982 — 1985
Diversity Best Practices, subsidiary of Working Mother Media, a Bonnier Corporation Group April 2015 - Present
ADT, LLC October 2012 - March 2015
Tyco International August 2009 - October 2012
Merrill Lynch May 2006 - July 2009
JP Morgan Chase August 1989 - April 2006
Chase Manhattan Bank 1989 - 2006
JPMorgan Chase 2000 - 2003
Skills
Organizational..., Talent Management, Succession Planning, Performance Management, Leadership, Diversity & Inclusion, Employee Engagement, Human Resources, Strategy, Leadership Development, Business Development, Management, Start-ups, Process Improvement
Education
Lehigh University - College of Business and Economics 1985 — 1989
BS, Finance
Waldwick High School 1982 — 1985
Daniel R. Bachmann Daniel R. Bachmann's Merrill Lynch Experience September 1998 - February 2000
Job Press Officer, Embraer US
Industry Aviation & Aerospace
Experience
Embraer August 2013 - Present
Corporate Flight Management August 2011 - August 2013
Mission Critical, Inc. October 2009 - August 2013
Embraer June 2002 - September 2009
Silicon Medical January 2000 - May 2002
Merrill Lynch September 1998 - February 2000
Bachmann Consulting January 1994 - February 2000
Skills
English, Business Intelligence, Market Intelligence, Aviation, Business Development, Marketing Strategy, Marketing Communications, Spanish, Portuguese, Innovation, Branding Initiatives, Brazil, Information Technology, Open Systems..., Press, Media Relations, Digital Strategy, Social Marketing, Business Strategy, IT Strategy, Latin American markets, Cross-cultural, Flight Safety, Aerospace, Aircraft, Airlines, Commercial Aviation, Avionics, Management, Charter, Civil Aviation, Operations Management, Strategic Planning, Flight Planning, Strategy, Program Management, Aeronautics, Flights
Education
Liberty University 1988 — 1992
BS, Computer Science
Embraer August 2013 - Present
Corporate Flight Management August 2011 - August 2013
Mission Critical, Inc. October 2009 - August 2013
Embraer June 2002 - September 2009
Silicon Medical January 2000 - May 2002
Merrill Lynch September 1998 - February 2000
Bachmann Consulting January 1994 - February 2000
Skills
English, Business Intelligence, Market Intelligence, Aviation, Business Development, Marketing Strategy, Marketing Communications, Spanish, Portuguese, Innovation, Branding Initiatives, Brazil, Information Technology, Open Systems..., Press, Media Relations, Digital Strategy, Social Marketing, Business Strategy, IT Strategy, Latin American markets, Cross-cultural, Flight Safety, Aerospace, Aircraft, Airlines, Commercial Aviation, Avionics, Management, Charter, Civil Aviation, Operations Management, Strategic Planning, Flight Planning, Strategy, Program Management, Aeronautics, Flights
Education
Liberty University 1988 — 1992
BS, Computer Science
Ira Kisver Ira Kisver's Merrill Lynch Experience February 2003 - June 2005
Job TIAA CREF Consultant
Industry Financial Services
Experience
Retired and enjoying time personal interests and family March 2015 - Present
TIAA-CREF 2007 - Present
Merrill Lynch February 2003 - June 2005
Pennzoil Quaker State Company March 1981 - May 2002
Pennzoil 1999 - 2002
Skills
Management Consulting, SDLC, Requirements Analysis, ERP, SAP, Process Improvement, Risk Management, Business Requirements, Integration, Change Management, Accounting, Strategic Planning, Project Management, Business Planning, Business Process..., Sarbanes-Oxley Act, Forecasting, Business Analysis, Contract Negotiation, Business Process, Internal Controls, Financial Reporting, Financial Analysis, Budgets, Financial Modeling, Analysis, Business Strategy, Strategy, Management, Business Intelligence, Business Development, Mergers & Acquisitions, Cross-functional Team..., Vendor Management, Access, IT Strategy, Auditing, Leadership, Team Leadership, Consulting, Program Management, Software Documentation, Project Planning, Business Transformation, IT Management, PMP, Business Process Design, Enterprise Architecture, Consolidation, Pricing
Education
Lehigh University - College of Business and Economics 1972 — 1976
MBA, Infomation Servics
Penn State University 1969 — 1971
BS, Accounting
Retired and enjoying time personal interests and family March 2015 - Present
TIAA-CREF 2007 - Present
Merrill Lynch February 2003 - June 2005
Pennzoil Quaker State Company March 1981 - May 2002
Pennzoil 1999 - 2002
Skills
Management Consulting, SDLC, Requirements Analysis, ERP, SAP, Process Improvement, Risk Management, Business Requirements, Integration, Change Management, Accounting, Strategic Planning, Project Management, Business Planning, Business Process..., Sarbanes-Oxley Act, Forecasting, Business Analysis, Contract Negotiation, Business Process, Internal Controls, Financial Reporting, Financial Analysis, Budgets, Financial Modeling, Analysis, Business Strategy, Strategy, Management, Business Intelligence, Business Development, Mergers & Acquisitions, Cross-functional Team..., Vendor Management, Access, IT Strategy, Auditing, Leadership, Team Leadership, Consulting, Program Management, Software Documentation, Project Planning, Business Transformation, IT Management, PMP, Business Process Design, Enterprise Architecture, Consolidation, Pricing
Education
Lehigh University - College of Business and Economics 1972 — 1976
MBA, Infomation Servics
Penn State University 1969 — 1971
BS, Accounting
David Van Horn David Van Horn's Merrill Lynch Experience September 2003 - December 2003
Job Financial Advisor at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies April 2011 - Present
Synergy Investment Group January 2004 - March 2011
Merrill Lynch September 2003 - December 2003
Morgan Stanley October 2001 - August 2003
Information Architects August 1997 - December 2000
Corning Cable Systems January 1997 - August 1997
GE December 1977 - January 1997
Skills
Investments, Financial..., Financial Advisory, Securities, Financial Goals, Mutual Funds, Wealth Management, Retirement, Series 7, Leadership, Financial Planning
Education
Lenoir-Rhyne College 1990 — 1993
Bachelor of Arts (B.A.), Computer Information Systems
East Burke High School 1974 — 1975
High School Graduate, College Preparatory
Capital Investment Companies April 2011 - Present
Synergy Investment Group January 2004 - March 2011
Merrill Lynch September 2003 - December 2003
Morgan Stanley October 2001 - August 2003
Information Architects August 1997 - December 2000
Corning Cable Systems January 1997 - August 1997
GE December 1977 - January 1997
Skills
Investments, Financial..., Financial Advisory, Securities, Financial Goals, Mutual Funds, Wealth Management, Retirement, Series 7, Leadership, Financial Planning
Education
Lenoir-Rhyne College 1990 — 1993
Bachelor of Arts (B.A.), Computer Information Systems
East Burke High School 1974 — 1975
High School Graduate, College Preparatory
Jeff Krum Jeff Krum's Merrill Lynch Experience January 1984 - February 2014
Job Founding Partner at Cable Hill Partners
Industry Financial Services
Experience
Cable Hill Partners February 2014 - Present
Merrill Lynch January 1984 - February 2014
Pacwest Bancorp June 1978 - January 1984
Skills
Investments, Portfolio Management, Investment Management, Asset Management, Wealth Management, Strategy, Finance, Financial Advisory, Financial Planning, Pensions, Analysis, Strategic Financial...
Education
Lewis and Clark College 1974 — 1978
Bachelor of Arts (B.A.) in Economics and Business Administration
Cable Hill Partners February 2014 - Present
Merrill Lynch January 1984 - February 2014
Pacwest Bancorp June 1978 - January 1984
Skills
Investments, Portfolio Management, Investment Management, Asset Management, Wealth Management, Strategy, Finance, Financial Advisory, Financial Planning, Pensions, Analysis, Strategic Financial...
Education
Lewis and Clark College 1974 — 1978
Bachelor of Arts (B.A.) in Economics and Business Administration
Jeff Louisius's Merrill Lynch Experience August 2013 - June 2014
Job Project Manager at Advantus Global Inc
Industry Management Consulting
Experience
Advantus Global Inc October 2014 - Present
Merrill Lynch August 2013 - June 2014
Rutgers University March 2009 - June 2013
Skills
Project Management, Social Media, Recruiting, Interviews, Sales, Customer Retention, Policy, Customer Service, Management, Customer Satisfaction, Call Centers, CRM, Human Resources, Training, Leadership, Problem Solving, Customer Experience, Sports Management, Athletics, Operations Management, Sports, Intercollegiate..., Coaching, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
BS, Management, Minor Economics
Lincoln University 2006 — 2007
Advantus Global Inc October 2014 - Present
Merrill Lynch August 2013 - June 2014
Rutgers University March 2009 - June 2013
Skills
Project Management, Social Media, Recruiting, Interviews, Sales, Customer Retention, Policy, Customer Service, Management, Customer Satisfaction, Call Centers, CRM, Human Resources, Training, Leadership, Problem Solving, Customer Experience, Sports Management, Athletics, Operations Management, Sports, Intercollegiate..., Coaching, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
BS, Management, Minor Economics
Lincoln University 2006 — 2007
Tony Kritzer Tony Kritzer's Merrill Lynch Experience May 2010 - December 2011
Job Director of Investor Communications at Clean Energy Fuels Corp
Industry Oil & Energy
Experience
Clean Energy Fuels Corp January 2012 - Present
Merrill Lynch May 2010 - December 2011
Homescout Realty March 2009 - November 2009
Grubb and Ellis July 2007 - October 2008
Skills
Real Estate, Financial Modeling, Financial Analysis, Energy, Sales Process, Teamwork, Contract Negotiation, Business Strategy, Valuation, Negotiation, Microsoft Word, Fundraising, Asset Managment, Due Diligence, Asset Management, Renewable Energy, Strategic Planning, Investments
Education
Lehigh University 2002 — 2006
B.A. History, Marketing, Economics, Finance
Kent Denver
Clean Energy Fuels Corp January 2012 - Present
Merrill Lynch May 2010 - December 2011
Homescout Realty March 2009 - November 2009
Grubb and Ellis July 2007 - October 2008
Skills
Real Estate, Financial Modeling, Financial Analysis, Energy, Sales Process, Teamwork, Contract Negotiation, Business Strategy, Valuation, Negotiation, Microsoft Word, Fundraising, Asset Managment, Due Diligence, Asset Management, Renewable Energy, Strategic Planning, Investments
Education
Lehigh University 2002 — 2006
B.A. History, Marketing, Economics, Finance
Kent Denver
William Campbell, Jr. William Campbell, Jr.'s Merrill Lynch Experience February 1996 - August 2003
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2003 - Present
Merrill Lynch February 1996 - August 2003
First Interstate Bank of WA, NA January 1982 - January 1996
Skills
Investments, Finance, Financial Advisory,..., Financial Planning...
Education
Lewis and Clark College 1975 — 1980
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Advisors August 2003 - Present
Merrill Lynch February 1996 - August 2003
First Interstate Bank of WA, NA January 1982 - January 1996
Skills
Investments, Finance, Financial Advisory,..., Financial Planning...
Education
Lewis and Clark College 1975 — 1980
Bachelor of Arts (B.A.), Business Administration and Management, General
Hector Esparra Hector Esparra's Merrill Lynch Experience June 1992 - May 2008
Job Manager at Platinum One Wireless
Industry Wireless
Experience
Platinum One Wireless November 2011 - Present
Coldstat February 2010 - October 2011
Merrill Lynch June 1992 - May 2008
Skills
Compliance, Account Reconciliation, Microsoft Office, Microsoft Excel, Skilled Labor, Electronics Repair, Internal Communications
Education
Lincoln Technical Institute-Mahwah 2008 — 2010
Certification, Heating, Air Conditioning, Ventilation and Refrigeration Maintenance
Saint Peter’s College 1992 — 1994
Associate's degree, Accounting
Platinum One Wireless November 2011 - Present
Coldstat February 2010 - October 2011
Merrill Lynch June 1992 - May 2008
Skills
Compliance, Account Reconciliation, Microsoft Office, Microsoft Excel, Skilled Labor, Electronics Repair, Internal Communications
Education
Lincoln Technical Institute-Mahwah 2008 — 2010
Certification, Heating, Air Conditioning, Ventilation and Refrigeration Maintenance
Saint Peter’s College 1992 — 1994
Associate's degree, Accounting
Thomas McLaughlin's Merrill Lynch Experience December 2009 - January 2010
Job Restructuring & Turnarounds
Industry Investment Banking
Experience
Alvarez & Marsal 2012 - 2013
Bank of America Merrill Lynch July 2011 - September 2012
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch December 2009 - January 2010
Discovery Communications May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Capital Markets, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Valuation, Analysis, Corporate Finance, Corporate Development, LBO, Leveraged Finance, Mergers, Fixed Income, Portfolio Management, Bloomberg, Microsoft Office, Financial Structuring, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance and Accounting
Alvarez & Marsal 2012 - 2013
Bank of America Merrill Lynch July 2011 - September 2012
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch December 2009 - January 2010
Discovery Communications May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Capital Markets, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Valuation, Analysis, Corporate Finance, Corporate Development, LBO, Leveraged Finance, Mergers, Fixed Income, Portfolio Management, Bloomberg, Microsoft Office, Financial Structuring, Microsoft Excel, Private Equity
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance and Accounting
Jonathan Kiss's Merrill Lynch Experience 2007 - 2007
Job Healthcare Investment Banker at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners September 2015 - Present
MTS Health Partners June 2011 - September 2015
Bank of America July 2008 - June 2011
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, DCF, Structured Finance, Business Valuation, Securities, LBO, Restructuring, M&A experience, Financial Services, Financial Markets, Venture Capital, Leveraged Finance
Education
Lehigh University - College of Business and Economics 2004 — 2008
Finance
Perella Weinberg Partners September 2015 - Present
MTS Health Partners June 2011 - September 2015
Bank of America July 2008 - June 2011
Merrill Lynch 2007 - 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, DCF, Structured Finance, Business Valuation, Securities, LBO, Restructuring, M&A experience, Financial Services, Financial Markets, Venture Capital, Leveraged Finance
Education
Lehigh University - College of Business and Economics 2004 — 2008
Finance
Joseph Velardo's Merrill Lynch Experience April 2002 - April 2003
Job Programmatic Account Executive at E. W. Scripps Company
Industry Marketing and Advertising
Experience
The E.W. Scripps Company September 2015 - Present
Business Insider June 2014 - Present
FlightAware July 2013 - June 2014
Theorem April 2012 - January 2013
Viamedia September 2011 - March 2012
Time Warner Cable Media Sales September 2007 - September 2011
Citadel Broadcasting August 2006 - September 2007
Atlantic Marine Electronics October 2003 - August 2006
Merrill Lynch April 2002 - April 2003
Salomon Brothers April 2001 - April 2002
Skills
Marine Electrician, Advertising, Advertising Sales, Creative Development, Online Advertising, Lead Generation, New Business Development, Consultative Selling, Marketing Strategy, Media Planning
Education
Lehigh University - College of Business and Economics 1996 — 2000
BS, Marketing/Finance
Oratory Prep
High School
The E.W. Scripps Company September 2015 - Present
Business Insider June 2014 - Present
FlightAware July 2013 - June 2014
Theorem April 2012 - January 2013
Viamedia September 2011 - March 2012
Time Warner Cable Media Sales September 2007 - September 2011
Citadel Broadcasting August 2006 - September 2007
Atlantic Marine Electronics October 2003 - August 2006
Merrill Lynch April 2002 - April 2003
Salomon Brothers April 2001 - April 2002
Skills
Marine Electrician, Advertising, Advertising Sales, Creative Development, Online Advertising, Lead Generation, New Business Development, Consultative Selling, Marketing Strategy, Media Planning
Education
Lehigh University - College of Business and Economics 1996 — 2000
BS, Marketing/Finance
Oratory Prep
High School
Brett Ryan Brett Ryan's Merrill Lynch Experience 2012 - 2012
Job Financial Planning Associate at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. November 2014 - Present
CTC Financial Services January 2014 - October 2014
Hillside Family of Agencies January 2013 - May 2014
IMUcorp January 2008 - December 2013
Liberty University August 2011 - December 2012
Merrill Lynch 2012 - 2012
Education
Liberty University 2009 — 2012
Bachelor's degree, Business Finance/ Financial Planning, Cumulative GPA 3.46
Ronald Blue & Co. November 2014 - Present
CTC Financial Services January 2014 - October 2014
Hillside Family of Agencies January 2013 - May 2014
IMUcorp January 2008 - December 2013
Liberty University August 2011 - December 2012
Merrill Lynch 2012 - 2012
Education
Liberty University 2009 — 2012
Bachelor's degree, Business Finance/ Financial Planning, Cumulative GPA 3.46
Sereina Brown Sereina Brown's Merrill Lynch Experience May 2014 - Present
Job Loan Administrator Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
United States Army National Guard June 2008 - May 2014
Bank of America August 2012 - April 2014
West Asset Management March 2010 - March 2011
Skills
Call Centers, Credit, Financial Services, Banking, Loans, Customer Service, Process Improvement, Risk Management, Credit Analysis, Access, Portfolio Management, Mortgage Lending, Microsoft Excel, Business Analysis, Data Entry, Customer Satisfaction, Credit Risk
Education
Lindenwood University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch May 2014 - Present
United States Army National Guard June 2008 - May 2014
Bank of America August 2012 - April 2014
West Asset Management March 2010 - March 2011
Skills
Call Centers, Credit, Financial Services, Banking, Loans, Customer Service, Process Improvement, Risk Management, Credit Analysis, Access, Portfolio Management, Mortgage Lending, Microsoft Excel, Business Analysis, Data Entry, Customer Satisfaction, Credit Risk
Education
Lindenwood University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jill Bradley Jill Bradley's Merrill Lynch Experience 1980 - 1987
Job Managing Director Complex Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 1994 - Present
J.C. Bradford and Co. 1987 - 1994
Merrill Lynch 1980 - 1987
Skills
Retirement Planning, Investments, Finance, Wealth Management, Financial Analysis, Risk Management, Management, Financial Advisory, Series 63
Education
University of Nevada-Las Vegas 1974 — 1976
MAED, Education
Lewis and Clark College 1971 — 1974
Bachelor of Arts (B.A.), English/Education
Wells Fargo Advisors 1994 - Present
J.C. Bradford and Co. 1987 - 1994
Merrill Lynch 1980 - 1987
Skills
Retirement Planning, Investments, Finance, Wealth Management, Financial Analysis, Risk Management, Management, Financial Advisory, Series 63
Education
University of Nevada-Las Vegas 1974 — 1976
MAED, Education
Lewis and Clark College 1971 — 1974
Bachelor of Arts (B.A.), English/Education
Sandy Wu Johnson Sandy Wu Johnson's Merrill Lynch Experience 1999 - 2008
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America 2008 - Present
Merrill Lynch 1999 - 2008
SUMMIT BANCORP July 1998 - September 1999
PwC September 1995 - July 1998
Skills
Financial Analysis, Financial Modeling, Team Leadership, Budget/Forecast/P&L..., Outstanding..., Collaboration, Time Management, Cantonese, Teamwork, Project Management, Microsoft Office Suite:..., Hyperion/Essbase
Education
Lehigh University 1991 — 1995
Bachelor of Science (BS), Bachelor of Science in Accounting with Psychology Minor
Bank of America 2008 - Present
Merrill Lynch 1999 - 2008
SUMMIT BANCORP July 1998 - September 1999
PwC September 1995 - July 1998
Skills
Financial Analysis, Financial Modeling, Team Leadership, Budget/Forecast/P&L..., Outstanding..., Collaboration, Time Management, Cantonese, Teamwork, Project Management, Microsoft Office Suite:..., Hyperion/Essbase
Education
Lehigh University 1991 — 1995
Bachelor of Science (BS), Bachelor of Science in Accounting with Psychology Minor
Kyle Firth Kyle Firth's Merrill Lynch Experience December 2001 - January 2003
Job Stryker Orthopedic Trauma Rep
Industry Medical Devices
Experience
Stryker September 2012 - Present
Dynasplint Systems Inc September 2010 - September 2012
Total Golf Performance April 2007 - January 2011
Exam One August 2009 - August 2010
Carolina Health Innovations January 2008 - August 2010
Merrill Lynch December 2001 - January 2003
Skills
NASM Certified Personal..., CPR/AED Certified, Titleist Certified Golf..., Disposables, Medical Devices, Operating Room, Capital Equipment, Surgeons
Education
Palmer College of Chiropractic 2004 — 2007
Doctorate of Chiropractic, Medical
Niagara County Community College 2000 — 2001
not applicable, Pre-Med
Liberty University 1997 — 2000
Bachelor of Science, Exercise Science & Physiology
Stryker September 2012 - Present
Dynasplint Systems Inc September 2010 - September 2012
Total Golf Performance April 2007 - January 2011
Exam One August 2009 - August 2010
Carolina Health Innovations January 2008 - August 2010
Merrill Lynch December 2001 - January 2003
Skills
NASM Certified Personal..., CPR/AED Certified, Titleist Certified Golf..., Disposables, Medical Devices, Operating Room, Capital Equipment, Surgeons
Education
Palmer College of Chiropractic 2004 — 2007
Doctorate of Chiropractic, Medical
Niagara County Community College 2000 — 2001
not applicable, Pre-Med
Liberty University 1997 — 2000
Bachelor of Science, Exercise Science & Physiology
Kim Wessels Kim Wessels's Merrill Lynch Experience 1991 - 1996
Job Neuroscience Account Manager at Otsuka Pharmaceutical Companies (U.S.)
Industry Pharmaceuticals
Experience
Otsuka Pharmaceutical Companies (U.S.) January 2013 - Present
Novartis 2005 - June 2012
Janssen, Pharmaceutical Companies of Johnson and Johnson 1997 - 2004
LifeScan, Companies of Johnson and Johnson 1996 - 1997
Merrill Lynch 1991 - 1996
Skills
Product Launch, Medicare B vs. D..., Driving Results, Customer Focus, Territory Management, Closing for Specific..., Infused Product..., Gastroenterology, Rheumatology, Cardiology, Nephrology, Neurology, Dermatology, Urology, Endocrinology, Psychiatry, Pain Management, Hypertension, Hospitals, Orthopedic, OB/GYN, Sales Force Development, Allergy, Sales Effectiveness, Osteoporosis, Medical Devices, Hospital Sales, Pulmonology, Diabetes, Buy & Bill, Managed Care, Clinical Research, Business Acumen, Internal Medicine, Biotechnology, Selling, Surgeons, Sales Operations, ENT, Selling Skills, Infection, Market Access, Key Opinion Leaders, Pediatrics, Hematology, Infectious Diseases, Oncology, Asthma, Primary Care
Education
Lewis-Clark State College 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, Major GPA: 4.0, Overall GPA 3.84
Otsuka Pharmaceutical Companies (U.S.) January 2013 - Present
Novartis 2005 - June 2012
Janssen, Pharmaceutical Companies of Johnson and Johnson 1997 - 2004
LifeScan, Companies of Johnson and Johnson 1996 - 1997
Merrill Lynch 1991 - 1996
Skills
Product Launch, Medicare B vs. D..., Driving Results, Customer Focus, Territory Management, Closing for Specific..., Infused Product..., Gastroenterology, Rheumatology, Cardiology, Nephrology, Neurology, Dermatology, Urology, Endocrinology, Psychiatry, Pain Management, Hypertension, Hospitals, Orthopedic, OB/GYN, Sales Force Development, Allergy, Sales Effectiveness, Osteoporosis, Medical Devices, Hospital Sales, Pulmonology, Diabetes, Buy & Bill, Managed Care, Clinical Research, Business Acumen, Internal Medicine, Biotechnology, Selling, Surgeons, Sales Operations, ENT, Selling Skills, Infection, Market Access, Key Opinion Leaders, Pediatrics, Hematology, Infectious Diseases, Oncology, Asthma, Primary Care
Education
Lewis-Clark State College 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, Major GPA: 4.0, Overall GPA 3.84
Bradley Whittingstall Bradley Whittingstall's Merrill Lynch Experience February 2011 - May 2011
Job Client Relationship Managment at State Street
Industry Financial Services
Experience
State Street October 2013 - Present
State Street May 2011 - October 2013
Merrill Lynch February 2011 - May 2011
Skills
Microsoft Excel, Leadership, Microsoft Office, Finance, Communication, Critical Thinking, Pension Funds, Equities, Fixed Income, Derivatives, Relationship Management, Customer Service, Team Leadership, Event Planning
Education
Liberty University 2007 — 2011
Busines finance
Liberty University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
State Street October 2013 - Present
State Street May 2011 - October 2013
Merrill Lynch February 2011 - May 2011
Skills
Microsoft Excel, Leadership, Microsoft Office, Finance, Communication, Critical Thinking, Pension Funds, Equities, Fixed Income, Derivatives, Relationship Management, Customer Service, Team Leadership, Event Planning
Education
Liberty University 2007 — 2011
Busines finance
Liberty University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Howard Meyers, JD, CFP Howard Meyers, JD, CFP's Merrill Lynch Experience October 2002 - April 2009
Job Vice President, Coastline Wealth Management
Industry Investment Management
Experience
Coastline Wealth Management October 2014 - Present
Ameriprise Financial Services, Inc. April 2009 - October 2014
Merrill Lynch October 2002 - April 2009
Prudential Securities January 2000 - October 2002
Skills
Retirement, Estate Planning, Asset Management, Retirement Planning, Investment Management, Wealth, Mutual Funds, Finance, Wealth Management, Series 7, Financial Planning
Education
Villanova University School of Law 1982 — 1985
J.D., Corporate Finance
Lehigh University - College of Business and Economics 1978 — 1982
B.S., Finance
Coastline Wealth Management October 2014 - Present
Ameriprise Financial Services, Inc. April 2009 - October 2014
Merrill Lynch October 2002 - April 2009
Prudential Securities January 2000 - October 2002
Skills
Retirement, Estate Planning, Asset Management, Retirement Planning, Investment Management, Wealth, Mutual Funds, Finance, Wealth Management, Series 7, Financial Planning
Education
Villanova University School of Law 1982 — 1985
J.D., Corporate Finance
Lehigh University - College of Business and Economics 1978 — 1982
B.S., Finance
Thomas de Marffy, CFA Thomas de Marffy, CFA's Merrill Lynch Experience 2006 - December 2012
Job Director, Investment Management & Guidance Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - December 2012
Advest, Inc. January 2005 - June 2006
Skills
Series 7, Risk Management, Investments, Wealth Management
Education
Lehigh University 2003 — 2004
Masters, Management Science
Lehigh University 1999 — 2003
Bachelors, Industrial Engineering
Merrill Lynch 2006 - December 2012
Advest, Inc. January 2005 - June 2006
Skills
Series 7, Risk Management, Investments, Wealth Management
Education
Lehigh University 2003 — 2004
Masters, Management Science
Lehigh University 1999 — 2003
Bachelors, Industrial Engineering
Jonathan Barber's Merrill Lynch Experience January 2011 - May 2011
Job Adjunct Professor | Licensed Attorney
Industry Law Practice
Experience
Rowan-Cabarrus Community College August 2015 - Present
J.Crew June 2013 - May 2015
Office of the Commonwealth's Attorney: Campbell Co., VA June 2013 - August 2013
Genworth Financial May 2011 - August 2012
Merrill Lynch January 2011 - May 2011
Liberty University August 2010 - May 2011
Gap Inc./Old Navy April 2009 - April 2010
City of Vineland September 2008 - April 2009
Albertsons June 2005 - August 2008
Skills
Microsoft Excel, Leadership, Microsoft Office, Data Analysis, PowerPoint, Financial Analysis, Time Management, Critical Thinking, Team Leadership, Forecasting, Customer Service, Microsoft Word, Sales, Research, Public Speaking, Teamwork, Social Networking, Fundraising, Social Media, Project Planning, Analysis, Fixed Income Research, Security Analysis, Bond Valuation, Fundamental Analysis, Economics, Financial Modeling, Valuation, Corporate Finance, Spreadsheets, Risk Management, Asset Allocation, Portfolio Management, Transactional Law, Securities Regulation, Securities Filing, Partnership Taxation, LLC Formation, Event Planning, Management, Marketing, Nonprofits, Strategic Planning
Education
Liberty University School of Law 2012 — 2015
Juris Doctorate, Law
Liberty University 2009 — 2012
Bachelor of Science (B.S.), Business-Finance, Cum laude
Rowan-Cabarrus Community College August 2015 - Present
J.Crew June 2013 - May 2015
Office of the Commonwealth's Attorney: Campbell Co., VA June 2013 - August 2013
Genworth Financial May 2011 - August 2012
Merrill Lynch January 2011 - May 2011
Liberty University August 2010 - May 2011
Gap Inc./Old Navy April 2009 - April 2010
City of Vineland September 2008 - April 2009
Albertsons June 2005 - August 2008
Skills
Microsoft Excel, Leadership, Microsoft Office, Data Analysis, PowerPoint, Financial Analysis, Time Management, Critical Thinking, Team Leadership, Forecasting, Customer Service, Microsoft Word, Sales, Research, Public Speaking, Teamwork, Social Networking, Fundraising, Social Media, Project Planning, Analysis, Fixed Income Research, Security Analysis, Bond Valuation, Fundamental Analysis, Economics, Financial Modeling, Valuation, Corporate Finance, Spreadsheets, Risk Management, Asset Allocation, Portfolio Management, Transactional Law, Securities Regulation, Securities Filing, Partnership Taxation, LLC Formation, Event Planning, Management, Marketing, Nonprofits, Strategic Planning
Education
Liberty University School of Law 2012 — 2015
Juris Doctorate, Law
Liberty University 2009 — 2012
Bachelor of Science (B.S.), Business-Finance, Cum laude
Misty Davis Misty Davis's Merrill Lynch Experience January 2008 - Present
Job Registered Senior Client Associate
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
First Horizon Home Loans April 2004 - January 2008
AOL November 2002 - April 2004
Skills
Marketing, Sales, Administrative..., Call Centers, Loans, Mortgage Lending, Customer Retention, Loan Origination, Investments, Portfolio Management, Financial Services, Series 7, Finance, Asset Management, Banking, Due Diligence, Leadership Development, Wealth Management, Leadership
Education
Liberty University 2008 — 2011
Bachelor of Science (BS), Religion/Religious Studies
Merrill Lynch January 2008 - Present
First Horizon Home Loans April 2004 - January 2008
AOL November 2002 - April 2004
Skills
Marketing, Sales, Administrative..., Call Centers, Loans, Mortgage Lending, Customer Retention, Loan Origination, Investments, Portfolio Management, Financial Services, Series 7, Finance, Asset Management, Banking, Due Diligence, Leadership Development, Wealth Management, Leadership
Education
Liberty University 2008 — 2011
Bachelor of Science (BS), Religion/Religious Studies
Barry Vincente CPA, CFP® Barry Vincente CPA, CFP®'s Merrill Lynch Experience December 2006 - Present
Job Senior Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
Brown & Co / JPMorgan Invest LLC 2003 - 2006
MetLife Financial Services 2001 - 2003
Scudder Investments 1998 - 2001
Skills
Mutual Funds, Series 7, Investments, Securities, Series 63, Series 65, Series 24, Series 4, Options, Series 6, Fixed Annuities, Fixed Income, Series 53, Municipal Bonds, CPA, CFP
Education
Liberty University 2009 — 2011
MS, Master of Science in Accounting
Northeastern University 1996 — 2000
BSBA Business Administration, Finance
Merrill Lynch December 2006 - Present
Brown & Co / JPMorgan Invest LLC 2003 - 2006
MetLife Financial Services 2001 - 2003
Scudder Investments 1998 - 2001
Skills
Mutual Funds, Series 7, Investments, Securities, Series 63, Series 65, Series 24, Series 4, Options, Series 6, Fixed Annuities, Fixed Income, Series 53, Municipal Bonds, CPA, CFP
Education
Liberty University 2009 — 2011
MS, Master of Science in Accounting
Northeastern University 1996 — 2000
BSBA Business Administration, Finance
Adam Mancino Adam Mancino's Merrill Lynch Experience November 2010 - August 2012
Job Sales Executive at IBM Analytics
Industry Information Technology and Services
Experience
IBM September 2012 - Present
IBM September 2012 - June 2013
Merrill Lynch November 2010 - August 2012
HFP Capital Markets LLC June 2009 - August 2009
Skills
Capital Markets, Investment Banking, Financial Modeling, Portfolio Management, Corporate Finance, Software, Business Analytics, SaaS, Hedge Funds, Big Data Analytics, Management, Business Analysis
Education
Lehigh University - College of Business and Economics 2006 — 2010
BS, Finance
IBM September 2012 - Present
IBM September 2012 - June 2013
Merrill Lynch November 2010 - August 2012
HFP Capital Markets LLC June 2009 - August 2009
Skills
Capital Markets, Investment Banking, Financial Modeling, Portfolio Management, Corporate Finance, Software, Business Analytics, SaaS, Hedge Funds, Big Data Analytics, Management, Business Analysis
Education
Lehigh University - College of Business and Economics 2006 — 2010
BS, Finance
Andrew Quigley Andrew Quigley's Merrill Lynch Experience 2004 - 2010
Job Director, Employee Relations at TIAACREF
Industry Human Resources
Experience
TIAA-CREF June 2014 - Present
McGraw Hill Financial, Inc. September 2010 - June 2014
Merrill Lynch 2004 - 2010
Merrill Lynch 1994 - 2003
Skills
Employment Law, Employee Relations, Corporate Law, Performance Management, Policy, Corporate Governance, Human Resources, Arbitration
Education
University of Pennsylvania Law School 1989 — 1992
J.D., Law
Lehigh University - College of Business and Economics 1984 — 1988
B.S., Finance
TIAA-CREF June 2014 - Present
McGraw Hill Financial, Inc. September 2010 - June 2014
Merrill Lynch 2004 - 2010
Merrill Lynch 1994 - 2003
Skills
Employment Law, Employee Relations, Corporate Law, Performance Management, Policy, Corporate Governance, Human Resources, Arbitration
Education
University of Pennsylvania Law School 1989 — 1992
J.D., Law
Lehigh University - College of Business and Economics 1984 — 1988
B.S., Finance
Ross Parks's Merrill Lynch Experience June 2008 - August 2008
Job Deal Advisory Senior Associate KPMG
Industry Financial Services
Experience
KPMG US April 2014 - Present
KPMG US July 2013 - March 2014
KPMG US October 2011 - June 2013
KPMG June 2010 - July 2010
Merrill Lynch June 2008 - August 2008
Skills
GAAP, External Audit, Auditing, US GAAP, Financial Accounting, Accounting, Internal Controls, Financial Reporting, SEC filings, Big 4, CPA, Financial Analysis, Sarbanes-Oxley Act, IFRS, Corporate Tax, Assurance, Income Tax
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Accounting and Finance
London School of Economics and Political Science 2009 — 2009
KPMG US April 2014 - Present
KPMG US July 2013 - March 2014
KPMG US October 2011 - June 2013
KPMG June 2010 - July 2010
Merrill Lynch June 2008 - August 2008
Skills
GAAP, External Audit, Auditing, US GAAP, Financial Accounting, Accounting, Internal Controls, Financial Reporting, SEC filings, Big 4, CPA, Financial Analysis, Sarbanes-Oxley Act, IFRS, Corporate Tax, Assurance, Income Tax
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Accounting and Finance
London School of Economics and Political Science 2009 — 2009
Christopher Akin Christopher Akin's Merrill Lynch Experience January 2004 - October 2005
Job Founder at The Base Project
Industry Apparel & Fashion
Experience
The Base Project June 2011 - Present
Locean Labs LLC September 2010 - May 2014
Treasure Hunts Hawaii September 2010 - May 2014
ADWALLS, LLC March 2006 - June 2011
OCEAN HYDROGEN SYSTEMS January 2005 - March 2006
Merrill Lynch January 2004 - October 2005
Skills
Entrepreneurship, Social Entrepreneurship, Business Development, Leadership, Public Speaking, Business Strategy, Strategic Planning, Marketing Strategy, Brand Development, Product Development, Networking, Financial Analysis, Social Media Marketing, Fundraising, Nonprofits, Team Building, Social Networking, Finance, Negotiation, Marketing, Advertising, Management, Event Planning, Managerial Finance, Financial Reporting, Strategic Partnerships, Start-ups, New Business Development, Publicity, Budgets, E-commerce, Sales, Investments, Forecasting, Valuation, Asset Management, Retail, Small Business, Executive Management, Social Media, Public Relations, Event Management
Education
University of Hawaii - College of Business Administration 2006 — 2009
MBA, Finance and Management
Lehigh University - College of Business and Economics 1995 — 1999
BA, Economics
Ethical Culture
The Base Project June 2011 - Present
Locean Labs LLC September 2010 - May 2014
Treasure Hunts Hawaii September 2010 - May 2014
ADWALLS, LLC March 2006 - June 2011
OCEAN HYDROGEN SYSTEMS January 2005 - March 2006
Merrill Lynch January 2004 - October 2005
Skills
Entrepreneurship, Social Entrepreneurship, Business Development, Leadership, Public Speaking, Business Strategy, Strategic Planning, Marketing Strategy, Brand Development, Product Development, Networking, Financial Analysis, Social Media Marketing, Fundraising, Nonprofits, Team Building, Social Networking, Finance, Negotiation, Marketing, Advertising, Management, Event Planning, Managerial Finance, Financial Reporting, Strategic Partnerships, Start-ups, New Business Development, Publicity, Budgets, E-commerce, Sales, Investments, Forecasting, Valuation, Asset Management, Retail, Small Business, Executive Management, Social Media, Public Relations, Event Management
Education
University of Hawaii - College of Business Administration 2006 — 2009
MBA, Finance and Management
Lehigh University - College of Business and Economics 1995 — 1999
BA, Economics
Ethical Culture
David Lindsay's Merrill Lynch Experience June 2007 - April 2008
Job Strategy and Business Development at 3M
Industry Management Consulting
Experience
3M August 2014 - Present
IBM June 2011 - August 2012
IBM March 2010 - June 2011
Bank of America April 2008 - March 2010
Merrill Lynch June 2007 - April 2008
Skills
Mortgage Servicing, Portfolio Management, Financial Analysis, Financial Modeling, Financial Planning, Loss Forecasting, Loss Mitigation, Mortgage Banking, Valuation, Due Diligence, Servicer Surveillance, Technology Enabled..., Consulting, Strategy, Analysis, Management, Finance, Leadership, Business Analysis, Business Development, Analytics, Project Management, Data Analysis, Process Improvement, Strategic Planning, Program Management, CRM, Marketing Strategy, Microsoft Office, Risk Management, Business Process..., Business Strategy
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Lewis and Clark College 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. Paul Academy 1999 — 2003
High School
3M August 2014 - Present
IBM June 2011 - August 2012
IBM March 2010 - June 2011
Bank of America April 2008 - March 2010
Merrill Lynch June 2007 - April 2008
Skills
Mortgage Servicing, Portfolio Management, Financial Analysis, Financial Modeling, Financial Planning, Loss Forecasting, Loss Mitigation, Mortgage Banking, Valuation, Due Diligence, Servicer Surveillance, Technology Enabled..., Consulting, Strategy, Analysis, Management, Finance, Leadership, Business Analysis, Business Development, Analytics, Project Management, Data Analysis, Process Improvement, Strategic Planning, Program Management, CRM, Marketing Strategy, Microsoft Office, Risk Management, Business Process..., Business Strategy
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Lewis and Clark College 2003 — 2007
Bachelor of Arts (B.A.), Economics
St. Paul Academy 1999 — 2003
High School
Donnell Saunders Donnell Saunders's Merrill Lynch Experience February 2005 - September 2006
Job Financial Advisor at The Main Street Group LPL Financial
Industry Financial Services
Experience
The Main Street Group - LPL Financial December 2012 - Present
BNI 2014 - 2014
BNI 2014 - 2014
Ameriprise Financial Services, Inc. October 2008 - October 2012
The Leukemia & Lymphoma Society of Virginia 2008 - 2012
SunTrust Investment Services September 2006 - September 2008
Merrill Lynch February 2005 - September 2006
Altria 1996 - 2000
Altria 1996 - 2000
Altria 1996 - 2000
Education
Liberty University 1980 — 1984
BA
The Main Street Group - LPL Financial December 2012 - Present
BNI 2014 - 2014
BNI 2014 - 2014
Ameriprise Financial Services, Inc. October 2008 - October 2012
The Leukemia & Lymphoma Society of Virginia 2008 - 2012
SunTrust Investment Services September 2006 - September 2008
Merrill Lynch February 2005 - September 2006
Altria 1996 - 2000
Altria 1996 - 2000
Altria 1996 - 2000
Education
Liberty University 1980 — 1984
BA
Peter Silverman's Merrill Lynch Experience February 1998 - June 2001
Job
Industry Construction
Experience
Unitronics Systems, Inc May 2014 - Present
Schindler Elevator Corporation (U.S.) April 2013 - April 2014
Schindler Elevator Corporation (U.S.) June 2012 - April 2013
Schindler Elevator Corporation March 2011 - June 2012
Lehigh University Small Business Development Center December 2009 - December 2010
Dunkin Donuts January 2001 - January 2009
Merrill Lynch February 1998 - June 2001
Skills
Strategic Planning, Business Planning, Negotiation, Business Strategy, Budgets, Analysis, Project Management, Sales, Market Research, Operations Management, Marketing Strategy, Management, Process Improvement, Training, SAP, MS Project, Logistics, Project Planning, Contract Negotiation, Construction, Contract Management, Strategy, Procurement, Microsoft Excel, Data Analysis, Microsoft Office, Pricing, Business Process..., Program Management, Business Development
Education
Lehigh University - College of Business and Economics 2009 — 2010
MBA, Finance, General
Penn State University 1993 — 1997
BS, Management
Unitronics Systems, Inc May 2014 - Present
Schindler Elevator Corporation (U.S.) April 2013 - April 2014
Schindler Elevator Corporation (U.S.) June 2012 - April 2013
Schindler Elevator Corporation March 2011 - June 2012
Lehigh University Small Business Development Center December 2009 - December 2010
Dunkin Donuts January 2001 - January 2009
Merrill Lynch February 1998 - June 2001
Skills
Strategic Planning, Business Planning, Negotiation, Business Strategy, Budgets, Analysis, Project Management, Sales, Market Research, Operations Management, Marketing Strategy, Management, Process Improvement, Training, SAP, MS Project, Logistics, Project Planning, Contract Negotiation, Construction, Contract Management, Strategy, Procurement, Microsoft Excel, Data Analysis, Microsoft Office, Pricing, Business Process..., Program Management, Business Development
Education
Lehigh University - College of Business and Economics 2009 — 2010
MBA, Finance, General
Penn State University 1993 — 1997
BS, Management
Gregory Brennan's Merrill Lynch Experience November 1997 - August 2001
Job President at Marina Realty Group
Industry Maritime
Experience
Marina Realty Group July 2006 - Present
Merrill Lynch November 1997 - August 2001
Morgan Stanley May 1994 - November 1997
Skills
Start-ups, Contract Negotiation, Business Planning, Real Estate, Entrepreneurship, New Business Development, Negotiation, Sales Management, Operations Management, Business Strategy, Marketing Strategy, Small Business, Mergers, Investments, Strategic Planning, Business Development, Selling, Budgets, Brokerage, Due Diligence
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA
Lesley University 1998 — 2000
BS, Management
Marina Realty Group July 2006 - Present
Merrill Lynch November 1997 - August 2001
Morgan Stanley May 1994 - November 1997
Skills
Start-ups, Contract Negotiation, Business Planning, Real Estate, Entrepreneurship, New Business Development, Negotiation, Sales Management, Operations Management, Business Strategy, Marketing Strategy, Small Business, Mergers, Investments, Strategic Planning, Business Development, Selling, Budgets, Brokerage, Due Diligence
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA
Lesley University 1998 — 2000
BS, Management
Daniel Turner Daniel Turner's Merrill Lynch Experience August 2001 - April 2004
Job Senior Project Manager with Graymont
Industry Mining & Metals
Experience
Graymont August 2010 - Present
Advanced Concepts & Technologies, International (ACT-I) March 2009 - August 2010
THE MERCHANT STRATEGY January 2005 - August 2010
CLERK & COMPTROLLER’S OFFICE OF PALM BEACH COUNTY January 2008 - March 2009
IBM Global Business Services November 2006 - July 2007
Merrill Lynch August 2001 - April 2004
Skills
Process Improvement, Strategic Planning, Logistics, Business Process, Process Engineering, Change Management, Supply Chain Management, Program Management, Six Sigma, Project Management, Strategy, Cross-functional Team..., Management, Project Planning, Leadership, PMP, Integration, Training, Budgets
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Strategic Planning & Marketing
Penn State University 1983 — 1988
BS, Business Logistics
Graymont August 2010 - Present
Advanced Concepts & Technologies, International (ACT-I) March 2009 - August 2010
THE MERCHANT STRATEGY January 2005 - August 2010
CLERK & COMPTROLLER’S OFFICE OF PALM BEACH COUNTY January 2008 - March 2009
IBM Global Business Services November 2006 - July 2007
Merrill Lynch August 2001 - April 2004
Skills
Process Improvement, Strategic Planning, Logistics, Business Process, Process Engineering, Change Management, Supply Chain Management, Program Management, Six Sigma, Project Management, Strategy, Cross-functional Team..., Management, Project Planning, Leadership, PMP, Integration, Training, Budgets
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Strategic Planning & Marketing
Penn State University 1983 — 1988
BS, Business Logistics
Hugh Parry's Merrill Lynch Experience August 2005 - July 2007
Job HR Manager
Industry Oil & Energy
Experience
FMC Technologies September 2014 - Present
US Army April 2003 - Present
GE Oil & Gas July 2013 - September 2014
GE Oil & Gas March 2012 - July 2013
GE Energy June 2010 - March 2012
Entergy June 2009 - May 2010
Entergy November 2007 - February 2008
Merrill Lynch August 2005 - July 2007
PricewaterhouseCoopers September 2003 - August 2005
Skills
Marketing, Risk Management, Energy, Financial Modeling, Military, Leadership, Team Leadership, Contract Management, Budgets, Human Resources, Government, Project Management, Personnel Management, Project Planning, Business Development, Process Improvement, Financial Analysis, Management, Six Sigma, Data Analysis, Business Process..., Program Management, Analysis, Strategic Planning, Training, Security Clearance, Leadership Development, Finance, Microsoft Excel, Organizational..., Change Management, Cross-functional Team..., Microsoft Office, Team Building, Strategy, Operations Management, Business Strategy, Logistics, Policy, Management Consulting, Performance Management, DoD, Operational Execution, Talent Management
Education
Lehigh University - College of Business and Economics
Louisiana State University
Bachelor of Science (BS)
Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA)
FMC Technologies September 2014 - Present
US Army April 2003 - Present
GE Oil & Gas July 2013 - September 2014
GE Oil & Gas March 2012 - July 2013
GE Energy June 2010 - March 2012
Entergy June 2009 - May 2010
Entergy November 2007 - February 2008
Merrill Lynch August 2005 - July 2007
PricewaterhouseCoopers September 2003 - August 2005
Skills
Marketing, Risk Management, Energy, Financial Modeling, Military, Leadership, Team Leadership, Contract Management, Budgets, Human Resources, Government, Project Management, Personnel Management, Project Planning, Business Development, Process Improvement, Financial Analysis, Management, Six Sigma, Data Analysis, Business Process..., Program Management, Analysis, Strategic Planning, Training, Security Clearance, Leadership Development, Finance, Microsoft Excel, Organizational..., Change Management, Cross-functional Team..., Microsoft Office, Team Building, Strategy, Operations Management, Business Strategy, Logistics, Policy, Management Consulting, Performance Management, DoD, Operational Execution, Talent Management
Education
Lehigh University - College of Business and Economics
Louisiana State University
Bachelor of Science (BS)
Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA)
Paul Wong's Merrill Lynch Experience July 2004 - February 2006
Job Experienced Real Estate Agent, EB5 Investment, CRE Funding
Industry Real Estate
Experience
Keller Williams NYC February 2011 - Present
LLAP Group December 2007 - Present
Prudential Douglas Elliman January 2010 - May 2010
Morgan Stanley April 2007 - December 2007
NY State Office of Temporary and Disability Assistance July 2006 - April 2007
Merrill Lynch July 2004 - February 2006
Morgan Stanley April 2003 - June 2004
Corporation Service Company August 2002 - April 2003
Surepay August 2001 - May 2002
New Era of Networks July 1999 - April 2001
Skills
Real Estate, Investment Properties, Short Sales, Commercial Real Estate, Sellers, Real Estate Transactions, Leasing, Brokerage, Selling, Real Estate Development, Residential Homes, Property Management, Rentals, Property, Private Investment, Mortgage Lending, Residential Mortgages, Quality Assurance, SDLC, Testing, Test Planning, User Acceptance Testing, Commercial Mortgages
Education
City College of CUNY 1993 — 1995
BS
University of Arkansas at Fayetteville
LeTourneau University
Keller Williams NYC February 2011 - Present
LLAP Group December 2007 - Present
Prudential Douglas Elliman January 2010 - May 2010
Morgan Stanley April 2007 - December 2007
NY State Office of Temporary and Disability Assistance July 2006 - April 2007
Merrill Lynch July 2004 - February 2006
Morgan Stanley April 2003 - June 2004
Corporation Service Company August 2002 - April 2003
Surepay August 2001 - May 2002
New Era of Networks July 1999 - April 2001
Skills
Real Estate, Investment Properties, Short Sales, Commercial Real Estate, Sellers, Real Estate Transactions, Leasing, Brokerage, Selling, Real Estate Development, Residential Homes, Property Management, Rentals, Property, Private Investment, Mortgage Lending, Residential Mortgages, Quality Assurance, SDLC, Testing, Test Planning, User Acceptance Testing, Commercial Mortgages
Education
City College of CUNY 1993 — 1995
BS
University of Arkansas at Fayetteville
LeTourneau University
Dmitry Brown Dmitry Brown's Merrill Lynch Experience May 2011 - August 2011
Job Analyst, Supply & Asset Optimization at UGI Energy Services, LLC
Industry Financial Services
Experience
UGI Energy Services, LLC August 2014 - Present
UGI Energy Services, Inc. May 2013 - August 2014
Standard & Poor's May 2012 - August 2012
Investment Management Group, Lehigh University February 2010 - May 2012
Merrill Lynch May 2011 - August 2011
Global Village for Future Leader of Business and Industry July 2010 - August 2010
Congressman Dennis Moore June 2009 - August 2009
Skills
Wealth Management, Russian, International Relations, Fixed Income, Political Science, Equities, Portfolio Management, Economics, Investments, Analysis, Data Analysis, Financial Modeling, Politics
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS / BA, Finance / Political Science
UGI Energy Services, LLC August 2014 - Present
UGI Energy Services, Inc. May 2013 - August 2014
Standard & Poor's May 2012 - August 2012
Investment Management Group, Lehigh University February 2010 - May 2012
Merrill Lynch May 2011 - August 2011
Global Village for Future Leader of Business and Industry July 2010 - August 2010
Congressman Dennis Moore June 2009 - August 2009
Skills
Wealth Management, Russian, International Relations, Fixed Income, Political Science, Equities, Portfolio Management, Economics, Investments, Analysis, Data Analysis, Financial Modeling, Politics
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS / BA, Finance / Political Science
Robert D'Amato Robert D'Amato's Merrill Lynch Experience February 1995 - March 2012
Job CFP, Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2012 - Present
Merrill Lynch February 1995 - March 2012
AT&T June 1990 - January 1995
Education
St. John's University 1992 — 1996
Master of Business Administration (M.B.A.), Management
Lehigh University 1986 — 1990
Bachelor of Science (B.S.), Finance
UBS Financial Services March 2012 - Present
Merrill Lynch February 1995 - March 2012
AT&T June 1990 - January 1995
Education
St. John's University 1992 — 1996
Master of Business Administration (M.B.A.), Management
Lehigh University 1986 — 1990
Bachelor of Science (B.S.), Finance
Maria Melba Lozano Maria Melba Lozano's Merrill Lynch Experience June 2005 - March 2006
Job Commodity Operations VP at Citi
Industry
kyhesher davis kyhesher davis's Merrill Lynch Experience 2002 - 2005
Job IRA Relationship Associate
Industry Financial Services
Experience
Reliance Trust Company January 2014 - Present
Bank of America Merrill Lynch 2005 - 2010
Merrill Lynch 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Management, Global Management, Financial Accounting, Financial Reporting, Software Documentation, Finance, Leadership, Management, Auditing, Portfolio Management, Training, Operations Management, Account Reconciliation, Security, Time Management, Employee Training, Microsoft Excel, Fraud, Sales, Financial Statements, Banking, Financial Services, Risk Management, Strategic Planning, Team Building
Education
Strayer University, Lithonia GA 2013 — 2016
Bachelors of Administration, Finance and Financial Management Services, 3.7 GPA Honor Roll Student
Lincoln Technical Institute-Edison 1998 — 1999
Certificate, Information Technology
Luzerne County Community College 1996 — 1998
Broadcasting Communications, Finance and Financial Management Services
Reliance Trust Company January 2014 - Present
Bank of America Merrill Lynch 2005 - 2010
Merrill Lynch 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Management, Global Management, Financial Accounting, Financial Reporting, Software Documentation, Finance, Leadership, Management, Auditing, Portfolio Management, Training, Operations Management, Account Reconciliation, Security, Time Management, Employee Training, Microsoft Excel, Fraud, Sales, Financial Statements, Banking, Financial Services, Risk Management, Strategic Planning, Team Building
Education
Strayer University, Lithonia GA 2013 — 2016
Bachelors of Administration, Finance and Financial Management Services, 3.7 GPA Honor Roll Student
Lincoln Technical Institute-Edison 1998 — 1999
Certificate, Information Technology
Luzerne County Community College 1996 — 1998
Broadcasting Communications, Finance and Financial Management Services
John Nersesian, CFP, CIMA, CPWA, CIS John Nersesian, CFP, CIMA, CPWA, CIS's Merrill Lynch Experience 1982 - 2000
Job Managing Director, Wealth Management Services at Nuveen Investments
Industry Financial Services
Experience
IMCA 2005 - Present
Nuveen Investments 2001 - Present
Merrill Lynch 1982 - 2000
Education
Lehigh University - College of Business and Economics 1976 — 1981
BS Business and Economics
IMCA 2005 - Present
Nuveen Investments 2001 - Present
Merrill Lynch 1982 - 2000
Education
Lehigh University - College of Business and Economics 1976 — 1981
BS Business and Economics
William Payne William Payne's Merrill Lynch Experience March 1979 - August 1983
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 1983 - Present
Merrill Lynch March 1979 - August 1983
Education
Rensselaer Polytechnic Institute at Hartford 1980 — 1985
MS, Management
Lehigh University 1968 — 1972
BS, Finance, Marketing
UBS September 1983 - Present
Merrill Lynch March 1979 - August 1983
Education
Rensselaer Polytechnic Institute at Hartford 1980 — 1985
MS, Management
Lehigh University 1968 — 1972
BS, Finance, Marketing
Spencer Gerberding Spencer Gerberding's Merrill Lynch Experience November 2001 - August 2003
Job Vice President at Welsh Property Trust
Industry Commercial Real Estate
Experience
Welsh Property Trust February 2008 - Present
Master Development Group December 2003 - December 2007
Merrill Lynch November 2001 - August 2003
Knight Capital Group August 2000 - August 2001
Skills
Asset Management, Portfolio Management, Finance, Asset Managment, Due Diligence, Property Management, Real Estate, Investments, Real Estate Development, Commercial Real Estate, Syndications, Disposition, Negotiation
Education
Lehigh University - College of Business and Economics 1996 — 2000
BS, Finance
Saint Paul Academy & Summit School 1984 — 1996
Welsh Property Trust February 2008 - Present
Master Development Group December 2003 - December 2007
Merrill Lynch November 2001 - August 2003
Knight Capital Group August 2000 - August 2001
Skills
Asset Management, Portfolio Management, Finance, Asset Managment, Due Diligence, Property Management, Real Estate, Investments, Real Estate Development, Commercial Real Estate, Syndications, Disposition, Negotiation
Education
Lehigh University - College of Business and Economics 1996 — 2000
BS, Finance
Saint Paul Academy & Summit School 1984 — 1996
Chris Toth Chris Toth's Merrill Lynch Experience May 2009 - May 2009
Job Consultant at Kurt Salmon
Industry Management Consulting
Experience
Kurt Salmon October 2014 - Present
EY July 2012 - October 2014
EY June 2011 - June 2011
Avon Products May 2010 - July 2010
Merrill Lynch May 2009 - May 2009
Skills
Data Analysis, Business Analysis, Management Consulting, Visio, Microsoft Office, Microsoft Excel, Project Management, Project Planning, Recruiting, Knowledge Management
Education
Lehigh University - College of Business and Economics 2008 — 2012
BS, Business & Economics
Kurt Salmon October 2014 - Present
EY July 2012 - October 2014
EY June 2011 - June 2011
Avon Products May 2010 - July 2010
Merrill Lynch May 2009 - May 2009
Skills
Data Analysis, Business Analysis, Management Consulting, Visio, Microsoft Office, Microsoft Excel, Project Management, Project Planning, Recruiting, Knowledge Management
Education
Lehigh University - College of Business and Economics 2008 — 2012
BS, Business & Economics
Len Castor Len Castor's Merrill Lynch Experience March 2011 - August 2014
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. September 2014 - Present
Merrill Lynch March 2011 - August 2014
Robert Wood Johnson University Hospital Hamilton 2008 - 2013
Coface North America June 2010 - August 2010
Skills
Finance, Investments, Business Strategy, Financial Risk, Leadership, International Business, Organizational..., Credit Risk, Corporate Finance, PowerPoint, Wealth Management, Equities, Portfolio Management
Education
Liberty University 2012 — 2014
Master of Business Administration (MBA), International Business
Penn State University 2006 — 2010
Bachelor of Science, Economics
Maastricht University 2008 — 2009
Certificate of Completion, Economics & Politics of European Integration
InvestEdge, Inc. September 2014 - Present
Merrill Lynch March 2011 - August 2014
Robert Wood Johnson University Hospital Hamilton 2008 - 2013
Coface North America June 2010 - August 2010
Skills
Finance, Investments, Business Strategy, Financial Risk, Leadership, International Business, Organizational..., Credit Risk, Corporate Finance, PowerPoint, Wealth Management, Equities, Portfolio Management
Education
Liberty University 2012 — 2014
Master of Business Administration (MBA), International Business
Penn State University 2006 — 2010
Bachelor of Science, Economics
Maastricht University 2008 — 2009
Certificate of Completion, Economics & Politics of European Integration
Giuseppe Riso Giuseppe Riso's Merrill Lynch Experience August 2012 - January 2013
Job Management Associate at Con Edison
Industry Financial Services
Experience
Con Edison June 2014 - Present
City University of New York .... March 2013 - May 2014
Capital One December 2011 - March 2013
Merrill Lynch August 2012 - January 2013
Brooklyn College August 2011 - January 2013
Kingsborough Community College March 2011 - August 2011
marine park computers December 2010 - February 2011
Skills
Bilingual, ITS, People Skills, Determination to Succeed, Highly Ambitious, Well Travelled, Humility, honest, Respect, Goal Oriented, Microsoft Excel, Data Analysis, Event Planning, PowerPoint, Social Media, Public Speaking, Higher Education
Education
Brooklyn College 2011 — 2014
Bachelors, Business administration- Investments & Finance
Liceo Scientifico 2005 — 2010
High school diploma
Con Edison June 2014 - Present
City University of New York .... March 2013 - May 2014
Capital One December 2011 - March 2013
Merrill Lynch August 2012 - January 2013
Brooklyn College August 2011 - January 2013
Kingsborough Community College March 2011 - August 2011
marine park computers December 2010 - February 2011
Skills
Bilingual, ITS, People Skills, Determination to Succeed, Highly Ambitious, Well Travelled, Humility, honest, Respect, Goal Oriented, Microsoft Excel, Data Analysis, Event Planning, PowerPoint, Social Media, Public Speaking, Higher Education
Education
Brooklyn College 2011 — 2014
Bachelors, Business administration- Investments & Finance
Liceo Scientifico 2005 — 2010
High school diploma
Ruben Camacho Ruben Camacho's Merrill Lynch Experience April 1994 - July 1997
Job IT Manager/Director
Industry Computer Networking
Experience
Electronics Expo March 2001 - February 2014
Six Avenue June 2002 - October 2004
Novartis Consumer Health January 1997 - July 1998
Merrill Lynch April 1994 - July 1997
Skills
Technical Support, IT Operations, Integration, IT Service Management, Service Management, System Deployment, Windows 8, Windows 7, Windows XP Pro, Wireless Networking, Data Center, System Administration, System Design, Process Improvement, Information Technology, Vendor Management, Windows Server, Active Directory, LAN/WAN, Cisco Technologies, VIPER Enterprise..., VPN, IIS, Backup Exec, TCP/IP protocols, Telecommunications, Android, Microsoft Exchange, Servers
Education
Lincoln Technical Institute-Edison
Associate's Degree, Computer Science
University of Cartagena
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Electronics Expo March 2001 - February 2014
Six Avenue June 2002 - October 2004
Novartis Consumer Health January 1997 - July 1998
Merrill Lynch April 1994 - July 1997
Skills
Technical Support, IT Operations, Integration, IT Service Management, Service Management, System Deployment, Windows 8, Windows 7, Windows XP Pro, Wireless Networking, Data Center, System Administration, System Design, Process Improvement, Information Technology, Vendor Management, Windows Server, Active Directory, LAN/WAN, Cisco Technologies, VIPER Enterprise..., VPN, IIS, Backup Exec, TCP/IP protocols, Telecommunications, Android, Microsoft Exchange, Servers
Education
Lincoln Technical Institute-Edison
Associate's Degree, Computer Science
University of Cartagena
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Mille Witmer Mille Witmer's Merrill Lynch Experience July 1992 - November 1995
Job Regional Manager/Recruiter, Etcetera (CarlisleEtcetera, LLC)
Industry Apparel & Fashion
Experience
Etcetera (www.etcetera.com) May 2000 - Present
Etcetera women's designer fashion company May 2000 - Present
- Casuals Etcetera, Inc...Georgia, Florida, South Carolina & Tennessee January 2000 - Present
Monarch Centre...Atlanta, GA December 1995 - April 2000
Merrill Lynch July 1992 - November 1995
Skills
Sales, Apparel, Retail, Business Development, Leadership, Strategy, Marketing, Fashion, Recruiting, Fashion Design, Management, Training, Event Planning
Education
University of Alabama 1986 — 1990
BA, Marketing and Communications
Leopold-Franzens Universität Innsbruck 1989 — 1989
Etcetera (www.etcetera.com) May 2000 - Present
Etcetera women's designer fashion company May 2000 - Present
- Casuals Etcetera, Inc...Georgia, Florida, South Carolina & Tennessee January 2000 - Present
Monarch Centre...Atlanta, GA December 1995 - April 2000
Merrill Lynch July 1992 - November 1995
Skills
Sales, Apparel, Retail, Business Development, Leadership, Strategy, Marketing, Fashion, Recruiting, Fashion Design, Management, Training, Event Planning
Education
University of Alabama 1986 — 1990
BA, Marketing and Communications
Leopold-Franzens Universität Innsbruck 1989 — 1989
Matthew P. MacMichael, Sr. Matthew P. MacMichael, Sr.'s Merrill Lynch Experience November 2012 - Present
Job Sr Vice President, Sr Financial Advisor Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch November 2012 - Present
The Haddon Group, Morgan Stanley Smith Barney December 2009 - November 2012
Haddon Financial Group, Inc June 1997 - December 2009
Skills
Investments, Asset Management, Portfolio Management
Education
Liberty University 1992 — 1997
BS, Economics
University of Oxford
International Business
Merrill Lynch November 2012 - Present
The Haddon Group, Morgan Stanley Smith Barney December 2009 - November 2012
Haddon Financial Group, Inc June 1997 - December 2009
Skills
Investments, Asset Management, Portfolio Management
Education
Liberty University 1992 — 1997
BS, Economics
University of Oxford
International Business
R Jason Hewitt R Jason Hewitt's Merrill Lynch Experience March 2007 - April 2008
Job Wilcox Arredondo & Co
Industry Accounting
Experience
Wilcox Arredondo &Co January 2014 - Present
Northrop Grumman Corporation January 2009 - Present
Merrill Lynch March 2007 - April 2008
US Army January 1987 - February 2007
Skills
Tax Accounting, Operational Planning, Military Experience, Military Training, Government Contracting, Military, Intelligence, Military Operations, Weapons, Force Protection, Security Clearance, Physical Security, Organizational..., Leadership Development, Microsoft Office, Protection, Operations Management, Strategic Planning
Education
Liberty University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Liberty University 2009 — 2013
Bachelor of Science, Accounting
Wilcox Arredondo &Co January 2014 - Present
Northrop Grumman Corporation January 2009 - Present
Merrill Lynch March 2007 - April 2008
US Army January 1987 - February 2007
Skills
Tax Accounting, Operational Planning, Military Experience, Military Training, Government Contracting, Military, Intelligence, Military Operations, Weapons, Force Protection, Security Clearance, Physical Security, Organizational..., Leadership Development, Microsoft Office, Protection, Operations Management, Strategic Planning
Education
Liberty University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Liberty University 2009 — 2013
Bachelor of Science, Accounting
David Crawford, CFP® David Crawford, CFP®'s Merrill Lynch Experience April 2008 - March 2013
Job Assistant Vice President Merrill Edge Middle Office Team Manager
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
Merrill Edge March 2013 - August 2013
Merrill Lynch April 2008 - March 2013
Merrill Lynch September 2007 - April 2008
Merrill Lynch July 2003 - September 2007
Merrill Lynch October 2001 - July 2003
Merrill Lynch June 1997 - October 2001
Skills
Wealth Management, Investments, Private Banking, Series 7, Certified Financial..., Series 66, Financial Planning, Insurance, Estate Planning, Income Tax, Six Sigma, Retirement Planning, Project Management, Cost Basis Reporting, Strategic Financial..., Banking, Retirement, Financial Services, Series 9 / 10, Financial Advisory, FINRA, Investment Management, High Net Worth..., Equities, Asset Allocation, Securities, Mutual Funds, Series 63
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor's, Economics
Christian Brothers Academy 1989 — 1993
Merrill Edge August 2013 - Present
Merrill Edge March 2013 - August 2013
Merrill Lynch April 2008 - March 2013
Merrill Lynch September 2007 - April 2008
Merrill Lynch July 2003 - September 2007
Merrill Lynch October 2001 - July 2003
Merrill Lynch June 1997 - October 2001
Skills
Wealth Management, Investments, Private Banking, Series 7, Certified Financial..., Series 66, Financial Planning, Insurance, Estate Planning, Income Tax, Six Sigma, Retirement Planning, Project Management, Cost Basis Reporting, Strategic Financial..., Banking, Retirement, Financial Services, Series 9 / 10, Financial Advisory, FINRA, Investment Management, High Net Worth..., Equities, Asset Allocation, Securities, Mutual Funds, Series 63
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor's, Economics
Christian Brothers Academy 1989 — 1993
Dr. Richard Ellis Dr. Richard Ellis's Merrill Lynch Experience June 1980 - June 1983
Job Salesman at JML Piano
Industry Music
Experience
JML Piano August 2010 - Present
Fayetteville State University August 1996 - Present
Wheat First Securities August 1983 - August 1985
Merrill Lynch June 1980 - June 1983
Skills
Pianist, Piano Performance, Composing, Gospel, Piano, Music Education, Music, Music Theory
Education
University of North Carolina at Greensboro 1984 — 1987
ED. D, Instruction of Business in Colleges
Wake Forest University 1978 — 1980
MBA, Marketing and Finance
Lindenwood University 1976 — 1978
BS, Business and Education
Boston Tech 1962 — 1965
High School, College prep
JML Piano August 2010 - Present
Fayetteville State University August 1996 - Present
Wheat First Securities August 1983 - August 1985
Merrill Lynch June 1980 - June 1983
Skills
Pianist, Piano Performance, Composing, Gospel, Piano, Music Education, Music, Music Theory
Education
University of North Carolina at Greensboro 1984 — 1987
ED. D, Instruction of Business in Colleges
Wake Forest University 1978 — 1980
MBA, Marketing and Finance
Lindenwood University 1976 — 1978
BS, Business and Education
Boston Tech 1962 — 1965
High School, College prep
Mary Hastings's Merrill Lynch Experience August 1992 - August 2002
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2002 - Present
Merrill Lynch August 1992 - August 2002
Skills
Asset Allocation, Management, 401k, Retirement, Financial Planners, Sales, Investment Advisory, Investments, Wealth, Financial Services, Financial Advisory
Education
Lesley College
Lesley University
Wells Fargo Advisors August 2002 - Present
Merrill Lynch August 1992 - August 2002
Skills
Asset Allocation, Management, 401k, Retirement, Financial Planners, Sales, Investment Advisory, Investments, Wealth, Financial Services, Financial Advisory
Education
Lesley College
Lesley University
Amy (Powers) Siedlecki Amy (Powers) Siedlecki's Merrill Lynch Experience 2002 - 2007
Job Proposal Manager at Aon Hewitt
Industry Information Technology and Services
Experience
AON HEWITT January 2015 - Present
CERTAPRO PAINTERS December 2012 - Present
SUITE INNOVATIONS BY AMY 2010 - Present
Follett School Solutions October 2010 - January 2015
RELATIONAL, LLC May 2007 - October 2009
MERRILL LYNCH 2002 - 2007
NAVISTAR INC 2001 - 2002
NAVISTAR INC 1999 - 2001
NAVISTAR INC 1998 - 1999
GE CAPITAL 1996 - 1998
Skills
Credit, Business Development, Process Improvement, Budgets, Finance, Negotiation, Account Management, Sales Process, Team Building, Sales, Management, Team Leadership, Customer Service, Strategic Planning, Sales Operations, Contract Negotiation
Education
Lewis University 1987 — 1989
BA, Business Administraion & Management, Magna Cum Laude
AON HEWITT January 2015 - Present
CERTAPRO PAINTERS December 2012 - Present
SUITE INNOVATIONS BY AMY 2010 - Present
Follett School Solutions October 2010 - January 2015
RELATIONAL, LLC May 2007 - October 2009
MERRILL LYNCH 2002 - 2007
NAVISTAR INC 2001 - 2002
NAVISTAR INC 1999 - 2001
NAVISTAR INC 1998 - 1999
GE CAPITAL 1996 - 1998
Skills
Credit, Business Development, Process Improvement, Budgets, Finance, Negotiation, Account Management, Sales Process, Team Building, Sales, Management, Team Leadership, Customer Service, Strategic Planning, Sales Operations, Contract Negotiation
Education
Lewis University 1987 — 1989
BA, Business Administraion & Management, Magna Cum Laude
Sean A. McGee, CFA, CFP Sean A. McGee, CFA, CFP's Merrill Lynch Experience January 1996 - Present
Job Senior Vice President, Senior Portfolio Manager, Wealth Mgmt Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 1996 - Present
Education
University of Virginia - Darden Graduate School of Business Administration 1988 — 1990
MBA, General Management
Lehigh University 1981 — 1985
BSME, Mechanical Engineering
Merrill Lynch January 1996 - Present
Education
University of Virginia - Darden Graduate School of Business Administration 1988 — 1990
MBA, General Management
Lehigh University 1981 — 1985
BSME, Mechanical Engineering
Scott McConaghy CFP® Scott McConaghy CFP®'s Merrill Lynch Experience October 2013 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Merrill Lynch October 2009 - October 2013
Banc of America Investments October 2007 - December 2009
Bank of America July 2005 - October 2007
UBS July 2002 - July 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 7, Mutual Funds, Investments, Retirement, Investment Advisory, Leadership Development, Strategic Communications, Team Building
Education
Lehigh University 1998 — 2002
Bachelor of Science, Finance
Merrill Lynch October 2013 - Present
Merrill Lynch October 2009 - October 2013
Banc of America Investments October 2007 - December 2009
Bank of America July 2005 - October 2007
UBS July 2002 - July 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Series 7, Mutual Funds, Investments, Retirement, Investment Advisory, Leadership Development, Strategic Communications, Team Building
Education
Lehigh University 1998 — 2002
Bachelor of Science, Finance
Frank Margiotto Frank Margiotto's Merrill Lynch Experience 2002 - 2005
Job VP, Relationship Manager at Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Schwab Advisor Services at Charles Schwab - Formerly Schwab Institutional Trading April 2009 - March 2015
Pershing April 2007 - April 2009
UBS Investment Bank July 2006 - April 2007
Barclays Capital 2005 - 2006
Merrill Lynch 2002 - 2005
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Fidelity Investments March 2015 - Present
Schwab Advisor Services at Charles Schwab - Formerly Schwab Institutional Trading April 2009 - March 2015
Pershing April 2007 - April 2009
UBS Investment Bank July 2006 - April 2007
Barclays Capital 2005 - 2006
Merrill Lynch 2002 - 2005
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Brendan Ambrose Brendan Ambrose's Merrill Lynch Experience September 2013 - November 2013
Job Director of Sales at American Juice Company
Industry Financial Services
Experience
American Juice Company September 2014 - Present
Merrill Lynch September 2013 - November 2013
UBS April 2012 - August 2012
Ambrose Video Publishing January 2011 - May 2011
Skills
Fixed Income, Investments, Bloomberg, Equities, Portfolio Management, Technical Analysis
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS, Finance, General
American Juice Company September 2014 - Present
Merrill Lynch September 2013 - November 2013
UBS April 2012 - August 2012
Ambrose Video Publishing January 2011 - May 2011
Skills
Fixed Income, Investments, Bloomberg, Equities, Portfolio Management, Technical Analysis
Education
Lehigh University - College of Business and Economics 2009 — 2013
BS, Finance, General
Mina Consarino's Merrill Lynch Experience February 2008 - August 2010
Job FVP Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2014 - Present
JPMorgan Securities, LLC August 2010 - July 2014
JPMorgan Securities, LLC August 2010 - July 2014
Merrill Lynch February 2008 - August 2010
Education
Libera Università di Lingue e Comunicazione IULM
master, communication
Wells Fargo Advisors, LLC August 2014 - Present
JPMorgan Securities, LLC August 2010 - July 2014
JPMorgan Securities, LLC August 2010 - July 2014
Merrill Lynch February 2008 - August 2010
Education
Libera Università di Lingue e Comunicazione IULM
master, communication
Shawn Hart Shawn Hart's Merrill Lynch Experience February 2012 - June 2013
Job Financial Services Professional at NYLIC Securities, LLC.
Industry Investment Management
Experience
NYLIC Securities, LLC. June 2013 - Present
Merrill Lynch February 2012 - June 2013
E1 Asset Management June 2007 - December 2009
Skills
Asset Management, Investment Strategies, Wealth Preservation..., Wealth Management, Institutional..., Retirement Planning, Life Insurance, Risk Management, Mutual Funds, 401k Rollovers, 403 b, College Funding..., College Education..., Securities, Investments, Finance, Public Speaking, Customer Service, Financial Services, Long Term Care Planning
Education
Lincoln University 2006 — 2010
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
NYLIC Securities, LLC. June 2013 - Present
Merrill Lynch February 2012 - June 2013
E1 Asset Management June 2007 - December 2009
Skills
Asset Management, Investment Strategies, Wealth Preservation..., Wealth Management, Institutional..., Retirement Planning, Life Insurance, Risk Management, Mutual Funds, 401k Rollovers, 403 b, College Funding..., College Education..., Securities, Investments, Finance, Public Speaking, Customer Service, Financial Services, Long Term Care Planning
Education
Lincoln University 2006 — 2010
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Shayan Bhoori Shayan Bhoori's Merrill Lynch Experience May 2009 - August 2009
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Morgan Stanley September 2011 - September 2012
Omar Group, CPA July 2010 - August 2010
Merrill Lynch May 2009 - August 2009
A.J. Perri Inc May 2009 - August 2009
Long Branch Municipal Office May 2008 - August 2008
Senator Joseph Kyrillos, Jr.’s Office September 2003 - June 2007
Skills
Microsoft Excel, Access, Finance, Bloomberg, ThomsonOne, Wealth Management, Asset Allocation, Mutual Funds, ETFs, CRM, Customer Service, Equities, Investments, Financial Analysis, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Finance, Entrepreneurship
Vanguard April 2013 - Present
Morgan Stanley September 2011 - September 2012
Omar Group, CPA July 2010 - August 2010
Merrill Lynch May 2009 - August 2009
A.J. Perri Inc May 2009 - August 2009
Long Branch Municipal Office May 2008 - August 2008
Senator Joseph Kyrillos, Jr.’s Office September 2003 - June 2007
Skills
Microsoft Excel, Access, Finance, Bloomberg, ThomsonOne, Wealth Management, Asset Allocation, Mutual Funds, ETFs, CRM, Customer Service, Equities, Investments, Financial Analysis, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Finance, Entrepreneurship
Will Hackett Will Hackett's Merrill Lynch Experience May 2009 - August 2009
Job Music Business
Industry Entertainment
Experience
kalatech January 2015 - May 2015
William Morris Endeavor February 2012 - January 2015
SunTrust Bank August 2010 - February 2012
Athens Blur Magazine August 2008 - April 2010
Merrill Lynch May 2009 - August 2009
Skills
Music Industry, Financial Analysis, Musicians, Microsoft Excel, Entertainment Industry, Social Media, Facebook, Sales, Music, Advertising, Customer Service, PowerPoint, Event Management
Education
University of Georgia - Terry College of Business 2006 — 2010
B.B.A - Finance, Finance, Music Business
Leopold-Franzens Universität Innsbruck 2008 — 2008
Shakespeare, Financial Management
Montgomery Bell Academy 2002 — 2006
kalatech January 2015 - May 2015
William Morris Endeavor February 2012 - January 2015
SunTrust Bank August 2010 - February 2012
Athens Blur Magazine August 2008 - April 2010
Merrill Lynch May 2009 - August 2009
Skills
Music Industry, Financial Analysis, Musicians, Microsoft Excel, Entertainment Industry, Social Media, Facebook, Sales, Music, Advertising, Customer Service, PowerPoint, Event Management
Education
University of Georgia - Terry College of Business 2006 — 2010
B.B.A - Finance, Finance, Music Business
Leopold-Franzens Universität Innsbruck 2008 — 2008
Shakespeare, Financial Management
Montgomery Bell Academy 2002 — 2006
Kenneth Millar Kenneth Millar's Merrill Lynch Experience July 2002 - June 2003
Job Real Estate Broker, Managing Partner, Shameless Promoter of Real Estate For Financial Gain!
Industry Real Estate
Experience
Peak Realty Advisors June 2006 - Present
REMAX Alliance Group February 2005 - March 2015
Probate Liquidators of Phoenix, LLC August 2007 - December 2010
Town of Gilbert June 2005 - November 2006
Gilbert Chamber of Commerce 2005 - 2006
Merrill Lynch July 2002 - June 2003
Morgan Stanley February 2000 - July 2002
Bucks County Travel, Inc. January 1993 - February 2000
IBM September 1974 - December 1992
Skills
Investment Properties, Real Estate, Residential Homes, Commercial Real Estate, REO, Foreclosures, Investors, Short Sales, Referrals, First Time Home Buyers, Condos, Selling, Council of Residential..., Real Property, Single Family Homes, Real Estate Transactions, Resellers, Small Business, Sellers, Listings, Property, Property Management, Brokerage, Buyer Representation, FHA, Finance, HUD, New Home Sales, Buyers, Seller Representation, Investments, Home Staging, Rentals, Relocation, National Association of..., Appraisals, Leases, Seniors, Vacation Homes, Relocation Buyers, Real Estate Financing, Real Estate Development, New Homes, ABR, Income Properties, Luxury, Move Up Buyers, Townhomes, Sales, SFR
Education
Arizona School of Real Estate & Business 2005 — 2015
Real Estate Sales Agent Designated Broker, Real Estate
LeTourneau University 1972 — 1974
Peak Realty Advisors June 2006 - Present
REMAX Alliance Group February 2005 - March 2015
Probate Liquidators of Phoenix, LLC August 2007 - December 2010
Town of Gilbert June 2005 - November 2006
Gilbert Chamber of Commerce 2005 - 2006
Merrill Lynch July 2002 - June 2003
Morgan Stanley February 2000 - July 2002
Bucks County Travel, Inc. January 1993 - February 2000
IBM September 1974 - December 1992
Skills
Investment Properties, Real Estate, Residential Homes, Commercial Real Estate, REO, Foreclosures, Investors, Short Sales, Referrals, First Time Home Buyers, Condos, Selling, Council of Residential..., Real Property, Single Family Homes, Real Estate Transactions, Resellers, Small Business, Sellers, Listings, Property, Property Management, Brokerage, Buyer Representation, FHA, Finance, HUD, New Home Sales, Buyers, Seller Representation, Investments, Home Staging, Rentals, Relocation, National Association of..., Appraisals, Leases, Seniors, Vacation Homes, Relocation Buyers, Real Estate Financing, Real Estate Development, New Homes, ABR, Income Properties, Luxury, Move Up Buyers, Townhomes, Sales, SFR
Education
Arizona School of Real Estate & Business 2005 — 2015
Real Estate Sales Agent Designated Broker, Real Estate
LeTourneau University 1972 — 1974
Marek Slodyczka Marek Slodyczka's Merrill Lynch Experience 2003 - 2004
Job Global Account Director at Euromonitor International
Industry Market Research
Experience
Euromonitor International April 2013 - Present
Euromonitor International August 2010 - April 2013
Bureau van Dijk November 2007 - August 2010
DWS Investments August 2005 - October 2007
DWS Scudder/Deutsche Bank August 2004 - August 2005
Merrill Lynch 2003 - 2004
Skills
Lead Generation, Market Research, Marketing Research, Business Development, Market Analysis, Solution Selling, New Business Development, Team Building, Leadership, Sales, Analytics, Financial Services, Sales Management, Strategy, Sales Operations, Competitive Intelligence, Competitive Analysis, Forecasting
Education
Lewis University 2000 — 2004
BS, Marketing
Euromonitor International April 2013 - Present
Euromonitor International August 2010 - April 2013
Bureau van Dijk November 2007 - August 2010
DWS Investments August 2005 - October 2007
DWS Scudder/Deutsche Bank August 2004 - August 2005
Merrill Lynch 2003 - 2004
Skills
Lead Generation, Market Research, Marketing Research, Business Development, Market Analysis, Solution Selling, New Business Development, Team Building, Leadership, Sales, Analytics, Financial Services, Sales Management, Strategy, Sales Operations, Competitive Intelligence, Competitive Analysis, Forecasting
Education
Lewis University 2000 — 2004
BS, Marketing
Laurie Blunt Laurie Blunt's Merrill Lynch Experience 1998 - 2000
Job Senior Project Director, Market Research
Industry Market Research
Experience
Independent Market Research Consultant October 2014 - Present
Aerotek November 2012 - December 2013
Endo Pharmaceuticals July 2006 - September 2012
Empire BlueCross BlueShield 2004 - 2006
Roche 2003 - 2003
Savient Pharmaceuticals 2002 - 2002
MetLife 2000 - 2002
Merrill Lynch 1998 - 2000
Skills
Cross-functional Team..., Vendor Management, Competitive Analysis, Pharmaceuticals, Market Research, Segmentation, Pharmaceutical Industry, Strategy, Marketing Communications, Marketing Research, Email Marketing, Market Analysis, Marketing Strategy, Analytics, Customer Insight, Business Strategy, Forecasting, Management, Competitive Intelligence, Analysis, Product Launch, Medical Devices, Marketing, Global Marketing, Sales Effectiveness, Urology, Oncology, Pharmaceutical Sales, Market Access, Biotechnology, Commercialization, Diabetes, Market Planning, Cardiology
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA, Pharmaceutical Management & Marketing
Lehigh University - College of Business and Economics 1994 — 1998
B.S., Finance
Independent Market Research Consultant October 2014 - Present
Aerotek November 2012 - December 2013
Endo Pharmaceuticals July 2006 - September 2012
Empire BlueCross BlueShield 2004 - 2006
Roche 2003 - 2003
Savient Pharmaceuticals 2002 - 2002
MetLife 2000 - 2002
Merrill Lynch 1998 - 2000
Skills
Cross-functional Team..., Vendor Management, Competitive Analysis, Pharmaceuticals, Market Research, Segmentation, Pharmaceutical Industry, Strategy, Marketing Communications, Marketing Research, Email Marketing, Market Analysis, Marketing Strategy, Analytics, Customer Insight, Business Strategy, Forecasting, Management, Competitive Intelligence, Analysis, Product Launch, Medical Devices, Marketing, Global Marketing, Sales Effectiveness, Urology, Oncology, Pharmaceutical Sales, Market Access, Biotechnology, Commercialization, Diabetes, Market Planning, Cardiology
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA, Pharmaceutical Management & Marketing
Lehigh University - College of Business and Economics 1994 — 1998
B.S., Finance
Sean Albert Henry Sean Albert Henry's Merrill Lynch Experience March 2001 - March 2003
Job Senior Digital Media Sales/BD Executive
Industry Marketing and Advertising
Experience
NTENT 2013 - 2014
NTENT 2013 - 2014
YP March 2010 - February 2013
Dex Media May 2004 - April 2009
Merrill Lynch March 2001 - March 2003
Skills
SEO, SEM, Marketing Strategy, Advertising, Copywriting, WordPress, Marketing, Online Advertising, Online Marketing, Advertising Sales, PPC, Social Media
Education
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor's Degree, Economics
NTENT 2013 - 2014
NTENT 2013 - 2014
YP March 2010 - February 2013
Dex Media May 2004 - April 2009
Merrill Lynch March 2001 - March 2003
Skills
SEO, SEM, Marketing Strategy, Advertising, Copywriting, WordPress, Marketing, Online Advertising, Online Marketing, Advertising Sales, PPC, Social Media
Education
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor's Degree, Economics
Alexandra Balandin Alexandra Balandin's Merrill Lynch Experience 2005 - 2006
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management, Equity Plan Advisory Services 2014 - Present
BlackRock 2013 - 2014
BlackRock 2006 - 2013
Merrill Lynch 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Equities, Series 7, Vendor Management, Investments, Mutual Funds, Asset Managment, Alternative Investments, Fixed Income, Wealth Management, Portfolio Management, Asset Allocation, Investment Management, ETFs, Financial Advisory, Financial Analysis, Separately Managed..., Investment Strategies, Hedge Funds, Securities, Investment Advisory, Bonds, Financial Services, Relationship Management, Financial Markets, Wealth Management..., High Net Worth..., Asset Management, Finance, Management, Sales
Education
LIM College 2000 — 2004
Bachelor of Business Administration, Marketing
UBS Wealth Management, Equity Plan Advisory Services 2014 - Present
BlackRock 2013 - 2014
BlackRock 2006 - 2013
Merrill Lynch 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Equities, Series 7, Vendor Management, Investments, Mutual Funds, Asset Managment, Alternative Investments, Fixed Income, Wealth Management, Portfolio Management, Asset Allocation, Investment Management, ETFs, Financial Advisory, Financial Analysis, Separately Managed..., Investment Strategies, Hedge Funds, Securities, Investment Advisory, Bonds, Financial Services, Relationship Management, Financial Markets, Wealth Management..., High Net Worth..., Asset Management, Finance, Management, Sales
Education
LIM College 2000 — 2004
Bachelor of Business Administration, Marketing
Thomas Cirbus's Merrill Lynch Experience January 2012 - May 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
KPMG US - Advisory August 2013 - May 2014
KPMG Advisory May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Education
Liberty University 2009 — 2013
Bachelor of Science, Finance and Accounting
Wells Fargo Securities May 2014 - Present
KPMG US - Advisory August 2013 - May 2014
KPMG Advisory May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Education
Liberty University 2009 — 2013
Bachelor of Science, Finance and Accounting
Tony Polichemi Tony Polichemi's Merrill Lynch Experience August 2010 - May 2011
Job Broker Dealer Internal Sales Consultant
Industry Financial Services
Experience
T. Rowe Price June 2014 - Present
T. Rowe Price April 2014 - June 2014
T. Rowe Price December 2013 - April 2014
T. Rowe Price October 2012 - December 2013
Genworth Financial October 2011 - May 2012
Northwestern Mutual Financial Network May 2011 - October 2011
Merrill Lynch August 2010 - May 2011
Skills
Mutual Funds, Series 7, Series 65, Sales, Investments, Retirement Planning, Finance, Economics, Public Speaking, Series 6, Series 63, Customer Service, Portfolio Management, Asset Allocation, Securities
Education
Liberty University 2008 — 2012
Bachelor of Science, Business Marketing & Human Resource
T. Rowe Price June 2014 - Present
T. Rowe Price April 2014 - June 2014
T. Rowe Price December 2013 - April 2014
T. Rowe Price October 2012 - December 2013
Genworth Financial October 2011 - May 2012
Northwestern Mutual Financial Network May 2011 - October 2011
Merrill Lynch August 2010 - May 2011
Skills
Mutual Funds, Series 7, Series 65, Sales, Investments, Retirement Planning, Finance, Economics, Public Speaking, Series 6, Series 63, Customer Service, Portfolio Management, Asset Allocation, Securities
Education
Liberty University 2008 — 2012
Bachelor of Science, Business Marketing & Human Resource
Robyn Sackrison Robyn Sackrison's Merrill Lynch Experience May 2007 - July 2009
Job
Industry
Experience
Merrill Lynch May 2007 - July 2009
Dow Jones Indexes May 2006 - May 2007
Bloomberg LP 2005 - 2006
Skills
Bloomberg, Bloomberg Terminal, Data Analysis, Building Relationships
Education
Lehigh University 2001 — 2005
Bachelor of Arts (BA), Political Science
Merrill Lynch May 2007 - July 2009
Dow Jones Indexes May 2006 - May 2007
Bloomberg LP 2005 - 2006
Skills
Bloomberg, Bloomberg Terminal, Data Analysis, Building Relationships
Education
Lehigh University 2001 — 2005
Bachelor of Arts (BA), Political Science
Matt Koukas's Merrill Lynch Experience January 2000 - September 2002
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo January 2014 - Present
BMO Harris Bank N.A. May 2008 - December 2013
Citigroup December 2006 - May 2008
Fifth Third Bank March 2004 - December 2006
RSM McGladrey, Inc. September 2002 - February 2004
Merrill Lynch January 2000 - September 2002
Charter One Bank January 1999 - December 1999
American General Finance December 1996 - December 1998
Skills
Credit Risk, Mergers, P&L Management, Process Engineering, Credit Analysis, Workout, Commercial Banking, Risk Management, Finance, Management, Commercial Lending, Loans, Portfolio Management, Financial Risk, Mergers & Acquisitions, Credit, Banking, Due Diligence, Underwriting, Analysis, Financial Structuring, Business Planning, Cash Flow, Restructuring, Auditing, Commercial Mortgages, Business Development, Executive Management, Asset Based Lending, Leadership, Enterprise Risk..., Leveraged Finance, Small Business Lending, Real Estate, Cash Management, Financial Institutions, Negotiation, Commercial Real Estate, Relationship Management, Financial Analysis, Training, Loss Mitigation, Real Estate Financing, Debt Restructuring, Team Management, Investment Properties, Lines Of Credit, Credit Scoring, Business Relationship..., SBA
Education
Lewis University
B.A, Finance and Business Administration
Wells Fargo January 2014 - Present
BMO Harris Bank N.A. May 2008 - December 2013
Citigroup December 2006 - May 2008
Fifth Third Bank March 2004 - December 2006
RSM McGladrey, Inc. September 2002 - February 2004
Merrill Lynch January 2000 - September 2002
Charter One Bank January 1999 - December 1999
American General Finance December 1996 - December 1998
Skills
Credit Risk, Mergers, P&L Management, Process Engineering, Credit Analysis, Workout, Commercial Banking, Risk Management, Finance, Management, Commercial Lending, Loans, Portfolio Management, Financial Risk, Mergers & Acquisitions, Credit, Banking, Due Diligence, Underwriting, Analysis, Financial Structuring, Business Planning, Cash Flow, Restructuring, Auditing, Commercial Mortgages, Business Development, Executive Management, Asset Based Lending, Leadership, Enterprise Risk..., Leveraged Finance, Small Business Lending, Real Estate, Cash Management, Financial Institutions, Negotiation, Commercial Real Estate, Relationship Management, Financial Analysis, Training, Loss Mitigation, Real Estate Financing, Debt Restructuring, Team Management, Investment Properties, Lines Of Credit, Credit Scoring, Business Relationship..., SBA
Education
Lewis University
B.A, Finance and Business Administration
Patrick Kane's Merrill Lynch Experience 1990 - 1991
Job Regional VPLife Brokerage at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2004 - Present
Pacific Life January 2003 - January 2004
Hartford Life January 2000 - April 2001
Massachusetts Air National Guard May 1984 - July 2000
Phoenix Investment Partners 1989 - 1995
Merrill Lynch 1990 - 1991
Skills
Life Insurance, Series 6, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Series 63, Brokers, Financial Services, Succession Planning, Securities, Investments, Financial Advisory, Long Term Care Insurance, Wealth, Executive Pay, Financial Planners, Health Insurance, Investment Advisory, Employee Benefits, Underwriting, Defined Benefit, Small Business, Series 7, 401k, Mutual Funds, IRAs, Variable Annuities, Universal Life, Whole Life, Wealth Management, Strategic Financial...
Education
Lesley University 2003 — 2005
Bachelor of Science, Business Management
Cathedral high school 1980 — 1984
Principal Financial Group April 2004 - Present
Pacific Life January 2003 - January 2004
Hartford Life January 2000 - April 2001
Massachusetts Air National Guard May 1984 - July 2000
Phoenix Investment Partners 1989 - 1995
Merrill Lynch 1990 - 1991
Skills
Life Insurance, Series 6, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Series 63, Brokers, Financial Services, Succession Planning, Securities, Investments, Financial Advisory, Long Term Care Insurance, Wealth, Executive Pay, Financial Planners, Health Insurance, Investment Advisory, Employee Benefits, Underwriting, Defined Benefit, Small Business, Series 7, 401k, Mutual Funds, IRAs, Variable Annuities, Universal Life, Whole Life, Wealth Management, Strategic Financial...
Education
Lesley University 2003 — 2005
Bachelor of Science, Business Management
Cathedral high school 1980 — 1984
Lauren (Lauren Katz) Burrows Lauren (Lauren Katz) Burrows's Merrill Lynch Experience July 2008 - September 2010
Job Vice President Institutional Equity Sales at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2010 - Present
Merrill Lynch July 2008 - September 2010
J.P. Morgan February 2008 - June 2008
Skills
US Equities, Equity Research, Series 7, Series 63
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Hathaway Brown School
K-12
BMO Capital Markets November 2010 - Present
Merrill Lynch July 2008 - September 2010
J.P. Morgan February 2008 - June 2008
Skills
US Equities, Equity Research, Series 7, Series 63
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Hathaway Brown School
K-12
Emily Kitchings Emily Kitchings's Merrill Lynch Experience April 2007 - April 2009
Job Candidate for ALM International Relations Harvard University
Industry International Affairs
Experience
Harvard University August 2011 - Present
Lesley University- The Graduate School of Education November 2011 - June 2014
Crystal Financial LLC December 2010 - June 2011
Merrill Lynch April 2007 - April 2009
Deutsche Bank June 2004 - March 2007
BNP Paribas November 2001 - June 2004
Skills
Due Diligence, Research, Microsoft Excel, Microsoft Office, Data Analysis, Higher Education
Education
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Science (B.S.), Finance
Harvard University August 2011 - Present
Lesley University- The Graduate School of Education November 2011 - June 2014
Crystal Financial LLC December 2010 - June 2011
Merrill Lynch April 2007 - April 2009
Deutsche Bank June 2004 - March 2007
BNP Paribas November 2001 - June 2004
Skills
Due Diligence, Research, Microsoft Excel, Microsoft Office, Data Analysis, Higher Education
Education
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Science (B.S.), Finance
Craig Conser, CRPC®'s Merrill Lynch Experience October 1998 - May 2004
Job Partner at Trinity Capital Management
Industry Financial Services
Experience
Trinity Capital Management October 2011 - Present
RBC Wealth Management May 2004 - October 2011
Merrill Lynch October 1998 - May 2004
Skills
Retirement Planning, Finance, Mutual Funds, Asset Allocation, Financial Advisory, Securities
Education
Liberty University 1985 — 1989
BS, Business Administration and Management, General
Trinity Capital Management October 2011 - Present
RBC Wealth Management May 2004 - October 2011
Merrill Lynch October 1998 - May 2004
Skills
Retirement Planning, Finance, Mutual Funds, Asset Allocation, Financial Advisory, Securities
Education
Liberty University 1985 — 1989
BS, Business Administration and Management, General
Christopher Slott's Merrill Lynch Experience June 2013 - Present
Job Senior Global Trading Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Cinemark USA, Inc July 2004 - 2014
Federal Reserve Bank of Atlanta August 2009 - January 2010
Skills
Strong analytical skills, Organizational skills, Leadership Experience, Accounts Payable..., Invoices/Expense..., Operating Budgets, Bookkeeping, Deposits, Operations Management, Corporate Communications, Government Regulations, Customer Service, Customer Research, Risk Management, Incident Reporting, Investigation, Crisis Management, Crisis Communications, Security Operations, Parliamentary Procedure, Strategic Negotiations, Contract Recruitment, Above Average Computer..., SharePoint, Adobe Acrobat, Microsoft Office, E-Learning, Blackboard, Dragon Naturally..., Social Media, Human Resources, Employee Relations, Staff Supervision, Team Building, Employee Training, Workshop Development, Payroll Analysis, Kronos Timekeeping, Background Checks, Coordination, Strategic Planning, Business Meetings, Advisory Boards, 501c3, Event Planning, Event Management, Marketing Research, Online Research, Leadership, Building Relationships
Education
Liberty University 2009 — 2011
Master of Arts, Business Management and Leadership, GPA: 3.36
University of North Florida 2005 — 2008
Bachelor of Arts, Political Science
Merrill Lynch June 2013 - Present
Cinemark USA, Inc July 2004 - 2014
Federal Reserve Bank of Atlanta August 2009 - January 2010
Skills
Strong analytical skills, Organizational skills, Leadership Experience, Accounts Payable..., Invoices/Expense..., Operating Budgets, Bookkeeping, Deposits, Operations Management, Corporate Communications, Government Regulations, Customer Service, Customer Research, Risk Management, Incident Reporting, Investigation, Crisis Management, Crisis Communications, Security Operations, Parliamentary Procedure, Strategic Negotiations, Contract Recruitment, Above Average Computer..., SharePoint, Adobe Acrobat, Microsoft Office, E-Learning, Blackboard, Dragon Naturally..., Social Media, Human Resources, Employee Relations, Staff Supervision, Team Building, Employee Training, Workshop Development, Payroll Analysis, Kronos Timekeeping, Background Checks, Coordination, Strategic Planning, Business Meetings, Advisory Boards, 501c3, Event Planning, Event Management, Marketing Research, Online Research, Leadership, Building Relationships
Education
Liberty University 2009 — 2011
Master of Arts, Business Management and Leadership, GPA: 3.36
University of North Florida 2005 — 2008
Bachelor of Arts, Political Science
Erika McEneny's Merrill Lynch Experience June 2008 - August 2008
Job Investor Relations at Mudrick Capital Management, L.P.
Industry Financial Services
Experience
Mudrick Capital Management April 2015 - Present
BlackRock September 2013 - April 2015
BlackRock August 2011 - September 2013
Bank of America Merrill Lynch June 2009 - August 2011
Merrill Lynch June 2008 - August 2008
Education
Lehigh University - College of Business and Economics 2005 — 2009
B.S of Finance
Mudrick Capital Management April 2015 - Present
BlackRock September 2013 - April 2015
BlackRock August 2011 - September 2013
Bank of America Merrill Lynch June 2009 - August 2011
Merrill Lynch June 2008 - August 2008
Education
Lehigh University - College of Business and Economics 2005 — 2009
B.S of Finance
Timothy Daley Timothy Daley's Merrill Lynch Experience May 2010 - August 2010
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2015 - Present
Deutsche Bank February 2015 - August 2015
Deutsche Bank September 2012 - January 2015
Deutsche Bank June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Lehigh University - College of Business and Economics 2008 — 2012
Finance Major, Engineering Minor
Saint Andrews School 2004 — 2008
Deutsche Bank September 2015 - Present
Deutsche Bank February 2015 - August 2015
Deutsche Bank September 2012 - January 2015
Deutsche Bank June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Education
Lehigh University - College of Business and Economics 2008 — 2012
Finance Major, Engineering Minor
Saint Andrews School 2004 — 2008
Wayne C. Achey's Merrill Lynch Experience April 2011 - Present
Job Senior Vice President Investments Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Morgan Stanley Smith Barney January 1991 - April 2011
GST Corporation May 1986 - January 1991
Skills
Discretionary Portfolio..., Retirement Outcome..., Retirement Planning, Estate Planning, Investments, Bonds, Wealth, Project Portfolio..., Investment Advisory, Financial Advisory, Financial Analysis, Management, Sales, Risk Management, Portfolio Management, ETFs, Strategic Financial..., Retirement, Series 7, Credit, Analysis, Alternative Investments, Asset Allocation, Finance
Education
Lehigh University - College of Business and Economics 1988 — 1990
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1982 — 1985
BS, Finance
Rochester Institute of Technology 1979 — 1982
engineering/business
Merrill Lynch April 2011 - Present
Morgan Stanley Smith Barney January 1991 - April 2011
GST Corporation May 1986 - January 1991
Skills
Discretionary Portfolio..., Retirement Outcome..., Retirement Planning, Estate Planning, Investments, Bonds, Wealth, Project Portfolio..., Investment Advisory, Financial Advisory, Financial Analysis, Management, Sales, Risk Management, Portfolio Management, ETFs, Strategic Financial..., Retirement, Series 7, Credit, Analysis, Alternative Investments, Asset Allocation, Finance
Education
Lehigh University - College of Business and Economics 1988 — 1990
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1982 — 1985
BS, Finance
Rochester Institute of Technology 1979 — 1982
engineering/business
Nicole Benton, RN's Merrill Lynch Experience July 2006 - August 2008
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Merrill Lynch July 2006 - August 2008
Education
University of Medicine and Dentistry of New Jersey 2008 — 2009
BSN, Nursing
Lehigh University - College of Business and Economics 2002 — 2006
BS, Economics & French
Merrill Lynch July 2006 - August 2008
Education
University of Medicine and Dentistry of New Jersey 2008 — 2009
BSN, Nursing
Lehigh University - College of Business and Economics 2002 — 2006
BS, Economics & French
Ken Castellano's Merrill Lynch Experience 2001 - 2003
Job VP of Sales at Kikkerland Design, Inc.
Industry Consumer Goods
Experience
Kikkerland Design Inc June 2012 - Present
Tribeca August 2011 - June 2012
Built NY August 2004 - August 2011
Goldman Sachs April 2003 - August 2004
Merrill Lynch 2001 - 2003
Skills
Brand Management, Merchandising, Management, Budgets, Forecasting, P&L Management, Negotiation, Corporate Finance, Direct Marketing, FMCG, P, Team Building, Marketing, New Business Development, Sales, Sales Management, P&L, Income Statement, Retail, Marketing Strategy, Pricing, Start-ups
Education
Rutgers University-New Brunswick 2007 — 2009
MBA, Marketing and Finance
Lehigh University - College of Business and Economics 1997 — 2001
B.S., Finance
Kikkerland Design Inc June 2012 - Present
Tribeca August 2011 - June 2012
Built NY August 2004 - August 2011
Goldman Sachs April 2003 - August 2004
Merrill Lynch 2001 - 2003
Skills
Brand Management, Merchandising, Management, Budgets, Forecasting, P&L Management, Negotiation, Corporate Finance, Direct Marketing, FMCG, P, Team Building, Marketing, New Business Development, Sales, Sales Management, P&L, Income Statement, Retail, Marketing Strategy, Pricing, Start-ups
Education
Rutgers University-New Brunswick 2007 — 2009
MBA, Marketing and Finance
Lehigh University - College of Business and Economics 1997 — 2001
B.S., Finance
Scott Forgues, CFP® Scott Forgues, CFP®'s Merrill Lynch Experience September 2006 - December 2008
Job President and CFP® at Fordrix Advisors (Securities and Advisory Services offered through KMS Financial Services, Inc.)
Industry Financial Services
Experience
Fordrix Advisors June 2010 - Present
Park University January 2011 - Present
Carlin Financial January 2009 - June 2010
Saguaro Rotary 2006 - 2010
Merrill Lynch September 2006 - December 2008
Realty Executives Southern Arizona August 2004 - August 2006
Long Realty Company August 2003 - August 2004
National Semiconductor January 1996 - July 2003
Lucent Technologies (AT&T) 1988 - 1996
Bell Labs June 1988 - December 1995
Education
University of Arizona, Eller College of Management 1996 — 2000
MBA, Business Administration - Entrepreneurship
Lehigh University 1988 — 1991
MSEE, Electrical Engineering
University of Massachusetts Lowell 1984 — 1988
BSEE, Electrical Engineering
Greater New Bedford Regional Vocational Technical High School 1980 — 1984
Hastings Jr. High 1977 — 1980
Leroy L Wood School 1972 — 1978
Fordrix Advisors June 2010 - Present
Park University January 2011 - Present
Carlin Financial January 2009 - June 2010
Saguaro Rotary 2006 - 2010
Merrill Lynch September 2006 - December 2008
Realty Executives Southern Arizona August 2004 - August 2006
Long Realty Company August 2003 - August 2004
National Semiconductor January 1996 - July 2003
Lucent Technologies (AT&T) 1988 - 1996
Bell Labs June 1988 - December 1995
Education
University of Arizona, Eller College of Management 1996 — 2000
MBA, Business Administration - Entrepreneurship
Lehigh University 1988 — 1991
MSEE, Electrical Engineering
University of Massachusetts Lowell 1984 — 1988
BSEE, Electrical Engineering
Greater New Bedford Regional Vocational Technical High School 1980 — 1984
Hastings Jr. High 1977 — 1980
Leroy L Wood School 1972 — 1978
Peter Auerbach's Merrill Lynch Experience June 2002 - December 2004
Job Chief Investment Officer
Industry Venture Capital & Private Equity
Experience
ALTO Real Estate Funds April 2014 - Present
New York University January 2010 - Present
Wexford Capital LLC February 2012 - December 2013
Property Resources Corporation December 2008 - February 2012
Grubb & Ellis August 2006 - September 2008
Credit Suisse August 2005 - August 2006
Merrill Lynch June 2002 - December 2004
Skills
Due Diligence, Valuation, Asset Managment, Financial Modeling, Investments, Asset Management, Real Estate, Real Estate Transactions, Real Estate Economics, Leases, Strategic Planning, Investment Properties, Financial Analysis, Commercial Real Estate, Mergers & Acquisitions, Negotiation, Venture Capital, Acquisitions, Business Planning, Finance, Private Equity, Analysis, Equities, Leadership, Management, Portfolio Management, Joint Ventures, Alternative Investments, Financial Structuring, Structured Finance, Real Estate Development
Education
Lehigh University - College of Business and Economics 1998 — 2002
BS, Finance
ALTO Real Estate Funds April 2014 - Present
New York University January 2010 - Present
Wexford Capital LLC February 2012 - December 2013
Property Resources Corporation December 2008 - February 2012
Grubb & Ellis August 2006 - September 2008
Credit Suisse August 2005 - August 2006
Merrill Lynch June 2002 - December 2004
Skills
Due Diligence, Valuation, Asset Managment, Financial Modeling, Investments, Asset Management, Real Estate, Real Estate Transactions, Real Estate Economics, Leases, Strategic Planning, Investment Properties, Financial Analysis, Commercial Real Estate, Mergers & Acquisitions, Negotiation, Venture Capital, Acquisitions, Business Planning, Finance, Private Equity, Analysis, Equities, Leadership, Management, Portfolio Management, Joint Ventures, Alternative Investments, Financial Structuring, Structured Finance, Real Estate Development
Education
Lehigh University - College of Business and Economics 1998 — 2002
BS, Finance
Ardis Owens II, CFP® Ardis Owens II, CFP®'s Merrill Lynch Experience January 2002 - April 2006
Job Financial Planning
Industry Financial Services
Experience
USAA April 2011 - March 2015
JPMorgan Chase April 2007 - April 2011
HSBC April 2006 - May 2007
Merrill Lynch January 2002 - April 2006
Education
Lehigh University - College of Business and Economics 1997 — 2002
Bachelor of Arts (B.A.), Economics
USAA April 2011 - March 2015
JPMorgan Chase April 2007 - April 2011
HSBC April 2006 - May 2007
Merrill Lynch January 2002 - April 2006
Education
Lehigh University - College of Business and Economics 1997 — 2002
Bachelor of Arts (B.A.), Economics
Elizabeth Edmunds Elizabeth Edmunds's Merrill Lynch Experience 2005 - 2006
Job Director at Carlton Group
Industry Fund-Raising
Experience
Carlton Group December 2014 - Present
Thor Equities January 2013 - December 2014
W. P. Carey & Co. LLC 2011 - 2012
PRP, LLC 2009 - 2011
The Blackstone Group 2006 - 2009
Merrill Lynch 2005 - 2006
Ernst & Young May 2004 - August 2004
Goldman Sachs December 2003 - January 2004
Soros Fund Management May 2003 - August 2003
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Accounting
The Collegiate School 1988 — 2001
Carlton Group December 2014 - Present
Thor Equities January 2013 - December 2014
W. P. Carey & Co. LLC 2011 - 2012
PRP, LLC 2009 - 2011
The Blackstone Group 2006 - 2009
Merrill Lynch 2005 - 2006
Ernst & Young May 2004 - August 2004
Goldman Sachs December 2003 - January 2004
Soros Fund Management May 2003 - August 2003
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Accounting
The Collegiate School 1988 — 2001
Thomas Grimes's Merrill Lynch Experience March 1999 - November 2002
Job Vice President, Global Technology at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase March 2014 - Present
JPMorgan Chase March 2006 - February 2014
Dendrite International March 2005 - March 2006
Johnson & Johnson November 2002 - March 2005
Merrill Lynch March 1999 - November 2002
Comcity Consulting - Johnson & Johnson – Network & Computing Services May 1997 - March 1999
ER Consulting - Lehman Brothers September 1996 - March 1997
Merrill Lynch October 1994 - September 1996
Thomas Cook North America October 1990 - October 1994
BV Capital Management January 1990 - October 1990
Skills
Program Management, PMP, Project Management, Project Planning, Large Scale Deployments, ITIL, PMO, Vendor Management, Project Portfolio..., IT Strategy, Project Delivery, Enterprise Architecture, Resource Management, IT Operations, IT Management, Infrastructure, Business Analysis, Disaster Recovery, Business Process..., Management, Outsourcing, Risk Management, Governance, Data Center, Process Improvement, System Deployment, Business Process, Information Technology, SDLC, Team Leadership, Testing, Software Project..., Visio, Software Documentation, Requirements Gathering, IT Service Management, SharePoint, Service Delivery, Business Continuity, Integration, Requirements Analysis, Solution Architecture, Agile Project Management
Education
Western Governors University 2010 — 2015
BS IS/IT, Information Technology Security
Villanova University 2010 — 2010
Master Certificate, IS/IT Project Management
Lincoln Technical Institute-Edison 1985 — 1987
Electronics, Computer Repair & Robotics, Electronics, Systems Design, Computer Repair & Robotics
Susan E. Wagner HS 1979 — 1983
High School, General Studies
JPMorgan Chase March 2014 - Present
JPMorgan Chase March 2006 - February 2014
Dendrite International March 2005 - March 2006
Johnson & Johnson November 2002 - March 2005
Merrill Lynch March 1999 - November 2002
Comcity Consulting - Johnson & Johnson – Network & Computing Services May 1997 - March 1999
ER Consulting - Lehman Brothers September 1996 - March 1997
Merrill Lynch October 1994 - September 1996
Thomas Cook North America October 1990 - October 1994
BV Capital Management January 1990 - October 1990
Skills
Program Management, PMP, Project Management, Project Planning, Large Scale Deployments, ITIL, PMO, Vendor Management, Project Portfolio..., IT Strategy, Project Delivery, Enterprise Architecture, Resource Management, IT Operations, IT Management, Infrastructure, Business Analysis, Disaster Recovery, Business Process..., Management, Outsourcing, Risk Management, Governance, Data Center, Process Improvement, System Deployment, Business Process, Information Technology, SDLC, Team Leadership, Testing, Software Project..., Visio, Software Documentation, Requirements Gathering, IT Service Management, SharePoint, Service Delivery, Business Continuity, Integration, Requirements Analysis, Solution Architecture, Agile Project Management
Education
Western Governors University 2010 — 2015
BS IS/IT, Information Technology Security
Villanova University 2010 — 2010
Master Certificate, IS/IT Project Management
Lincoln Technical Institute-Edison 1985 — 1987
Electronics, Computer Repair & Robotics, Electronics, Systems Design, Computer Repair & Robotics
Susan E. Wagner HS 1979 — 1983
High School, General Studies
Jamie Campo Jamie Campo's Merrill Lynch Experience March 2007 - March 2009
Job Accountant II at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System February 2010 - Present
Barefoot Oil Company March 2009 - February 2010
Merrill Lynch March 2007 - March 2009
Skills
Microsoft Word, PowerPoint, Process Improvement, Outlook, Data Entry, Access, Hospitals, Financial Analysis, Healthcare, Analysis, Accounting
Education
Liberty University 2015 — 2017
Master of Science (M.S.), Accounting
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science (B.S.) in Accounting, Accounting and Finance
Carolinas Healthcare System February 2010 - Present
Barefoot Oil Company March 2009 - February 2010
Merrill Lynch March 2007 - March 2009
Skills
Microsoft Word, PowerPoint, Process Improvement, Outlook, Data Entry, Access, Hospitals, Financial Analysis, Healthcare, Analysis, Accounting
Education
Liberty University 2015 — 2017
Master of Science (M.S.), Accounting
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science (B.S.) in Accounting, Accounting and Finance
Ed Garlitz Ed Garlitz's Merrill Lynch Experience March 2007 - May 2008
Job Energy Trader at Dominion
Industry Investment Management
Experience
Dominion Virginia Power May 2008 - Present
Merrill Lynch March 2007 - May 2008
Dominion Virginia Power January 2002 - March 2007
Airborne Express May 1987 - July 2001
Skills
investment finance, Finance, Commodity Markets, Business, Commodity, Trading, Energy Markets, Risk Management, Energy, Due Diligence, Hedging, Financial Modeling, Options, PJM, Valuation, Swaps, Derivatives, Access, Financial Analysis, Natural Gas, Portfolio Management, Power Generation, Renewable Energy, Quantitative Analytics, Electricity Markets, VBA, Energy Industry
Education
University of Pittsburgh 1993 — 1998
Bachelor of Natural Science, Chemistry
Liberty University
Dominion Virginia Power May 2008 - Present
Merrill Lynch March 2007 - May 2008
Dominion Virginia Power January 2002 - March 2007
Airborne Express May 1987 - July 2001
Skills
investment finance, Finance, Commodity Markets, Business, Commodity, Trading, Energy Markets, Risk Management, Energy, Due Diligence, Hedging, Financial Modeling, Options, PJM, Valuation, Swaps, Derivatives, Access, Financial Analysis, Natural Gas, Portfolio Management, Power Generation, Renewable Energy, Quantitative Analytics, Electricity Markets, VBA, Energy Industry
Education
University of Pittsburgh 1993 — 1998
Bachelor of Natural Science, Chemistry
Liberty University
Alex Karjavine's Merrill Lynch Experience July 2006 - July 2008
Job Principal at IMPERIA CAPITAL
Industry Venture Capital & Private Equity
Experience
IMPERIA CAPITAL July 2013 - Present
BTG Pactual February 2011 - April 2013
Elkstone Capital October 2010 - January 2011
GI Partners August 2008 - December 2010
Merrill Lynch July 2006 - July 2008
General Electric May 2005 - August 2005
General Motors May 2004 - August 2004
Skills
Capital IQ, Capital, Russian, Valuation, Financial Modeling, Private Equity, Investment Banking, Financial Analysis, LBO, Equities, Corporate Finance, Capital Markets
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2006
Bachelor of Science (B.S.), Finance
Lewis University 2002 — 2003
Finance & International Business
IMPERIA CAPITAL July 2013 - Present
BTG Pactual February 2011 - April 2013
Elkstone Capital October 2010 - January 2011
GI Partners August 2008 - December 2010
Merrill Lynch July 2006 - July 2008
General Electric May 2005 - August 2005
General Motors May 2004 - August 2004
Skills
Capital IQ, Capital, Russian, Valuation, Financial Modeling, Private Equity, Investment Banking, Financial Analysis, LBO, Equities, Corporate Finance, Capital Markets
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2006
Bachelor of Science (B.S.), Finance
Lewis University 2002 — 2003
Finance & International Business
Richard Haslett's Merrill Lynch Experience July 1998 - August 2001
Job Currently in search mode.
Industry Financial Services
Experience
Actively looking for a new opportunity. November 2013 - Present
Berger Group Holdings, Inc. February 2008 - November 2013
David Landau & Associates, LLC 2006 - 2007
GR Consulting 2004 - 2007
JH Cohn 2001 - 2005
Merrill Lynch July 1998 - August 2001
Digital Equipment Corporation July 1979 - June 1981
Skills
Management Consulting, Financial Analysis, Process Improvement, Mergers, Mergers & Acquisitions, Analysis, Management, Managerial Finance, Contract Management, Accounting, Internal Audit, Strategy, Sarbanes-Oxley Act, Strategic Planning, Forecasting, Financial Reporting, Corporate Finance, Change Management, Program Management
Education
University of Pennsylvania - The Wharton School 1969 — 1971
Lehigh University 1964 — 1968
BS, Accounting
Actively looking for a new opportunity. November 2013 - Present
Berger Group Holdings, Inc. February 2008 - November 2013
David Landau & Associates, LLC 2006 - 2007
GR Consulting 2004 - 2007
JH Cohn 2001 - 2005
Merrill Lynch July 1998 - August 2001
Digital Equipment Corporation July 1979 - June 1981
Skills
Management Consulting, Financial Analysis, Process Improvement, Mergers, Mergers & Acquisitions, Analysis, Management, Managerial Finance, Contract Management, Accounting, Internal Audit, Strategy, Sarbanes-Oxley Act, Strategic Planning, Forecasting, Financial Reporting, Corporate Finance, Change Management, Program Management
Education
University of Pennsylvania - The Wharton School 1969 — 1971
Lehigh University 1964 — 1968
BS, Accounting
Paul Brandenburg's Merrill Lynch Experience 1999 - 2003
Job Senior Project Manager at Specialty Management Corporation
Industry Facilities Services
Experience
Specialty Management Company, Inc. May 2010 - Present
BRUNS-PAK February 2009 - July 2010
BRUNS-PAK February 2009 - April 2010
St Clare's Health System November 2003 - February 2009
Merrill Lynch 1999 - 2003
Skills
Integration, Contract Negotiation, Contract Management, Project Management, Construction, Data Center, Construction Management, Facilities Management, Vendor Management, Project Planning, Management, Proposal Writing, MS Project, Process Improvement, Program Management, Leadership, Value Engineering, Infrastructure
Education
Lehigh University - College of Business and Economics 1973 — 1979
Specialty Management Company, Inc. May 2010 - Present
BRUNS-PAK February 2009 - July 2010
BRUNS-PAK February 2009 - April 2010
St Clare's Health System November 2003 - February 2009
Merrill Lynch 1999 - 2003
Skills
Integration, Contract Negotiation, Contract Management, Project Management, Construction, Data Center, Construction Management, Facilities Management, Vendor Management, Project Planning, Management, Proposal Writing, MS Project, Process Improvement, Program Management, Leadership, Value Engineering, Infrastructure
Education
Lehigh University - College of Business and Economics 1973 — 1979
Tyler Cruger's Merrill Lynch Experience June 1999 - August 1999
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale July 2011 - Present
Banc of America Securities September 2003 - April 2011
Salomon Smith Barney August 2000 - September 2003
Merrill Lynch June 1999 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Capital Markets, Bloomberg, Equities, Portfolio Management, Investment Banking
Education
Lehigh University 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Societe Generale July 2011 - Present
Banc of America Securities September 2003 - April 2011
Salomon Smith Barney August 2000 - September 2003
Merrill Lynch June 1999 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Capital Markets, Bloomberg, Equities, Portfolio Management, Investment Banking
Education
Lehigh University 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Mara Conzo's Merrill Lynch Experience July 1997 - June 2001
Job Director Credit Trading Business Manager at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2010 - Present
BNP Paribas January 2008 - June 2010
BNP Paribas January 2005 - January 2008
BNP Paribas July 2003 - January 2005
Allegheny Energy July 2001 - June 2003
Merrill Lynch July 1997 - June 2001
Skills
Fixed Income, Credit Derivatives, Derivatives, Dodd-Frank, SEF, Clearing, Business Management, Capital Markets, Financial Markets, ISDA, Interest Rate..., Electronic Trading, E-commerce, Regulatory Requirements, Bloomberg, Commodity, Investment Banking, Trading, Rates, Financial Services, Risk Management, Back Office
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science (B.S.), B.S. Finance, B.S. Marketing & Psychology Minor
BNP Paribas June 2010 - Present
BNP Paribas January 2008 - June 2010
BNP Paribas January 2005 - January 2008
BNP Paribas July 2003 - January 2005
Allegheny Energy July 2001 - June 2003
Merrill Lynch July 1997 - June 2001
Skills
Fixed Income, Credit Derivatives, Derivatives, Dodd-Frank, SEF, Clearing, Business Management, Capital Markets, Financial Markets, ISDA, Interest Rate..., Electronic Trading, E-commerce, Regulatory Requirements, Bloomberg, Commodity, Investment Banking, Trading, Rates, Financial Services, Risk Management, Back Office
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science (B.S.), B.S. Finance, B.S. Marketing & Psychology Minor
Matt Landtroop's Merrill Lynch Experience September 2006 - Present
Job VP Quality Assurance at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch September 2006 - Present
Fidelity Information Services February 2004 - September 2006
Prudential Financial June 1995 - February 2004
Bank of America 2003 - 2004
Skills
Quality Assurance, Process Improvement, Project Planning, Test Estimation, System Testing, SDLC, Requirements Analysis, Risk Management, SharePoint Designer, MS Project, Test Lab Management, Team Leadership, Software Quality..., Test Planning, Quality Center, User Acceptance Testing, Testing, Databases, Test Management, Leadership, Manual Testing, Waterfall, Agile Methodologies, QTP, HP Quality Center
Education
Liberty University 1989 — 1993
Merrill Lynch September 2006 - Present
Fidelity Information Services February 2004 - September 2006
Prudential Financial June 1995 - February 2004
Bank of America 2003 - 2004
Skills
Quality Assurance, Process Improvement, Project Planning, Test Estimation, System Testing, SDLC, Requirements Analysis, Risk Management, SharePoint Designer, MS Project, Test Lab Management, Team Leadership, Software Quality..., Test Planning, Quality Center, User Acceptance Testing, Testing, Databases, Test Management, Leadership, Manual Testing, Waterfall, Agile Methodologies, QTP, HP Quality Center
Education
Liberty University 1989 — 1993
Patrick Gurin's Merrill Lynch Experience 2004 - 2006
Job Vice President Loan Originations at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance September 2012 - Present
Wells Fargo Capital Finance February 2006 - September 2012
Merrill Lynch 2004 - 2006
Deloitte & Touche 2002 - 2003
Skills
Asset Based Lending, Middle Market, Credit Analysis, Cash Flow Lending, Portfolio Management, Financial Modeling, Loans, Capital Markets, Financial Analysis, Corporate Finance, Loan Origination, Lines Of Credit, Recapitalizations, Mergers & Acquisitions, Finance, Private Equity, Financial Structuring, Working Capital..., Credit, Commercial Lending, Leveraged Finance, Commercial Banking, Treasury Management, Valuation, Structured Finance, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Science (B.S.), Economics
Wells Fargo Capital Finance September 2012 - Present
Wells Fargo Capital Finance February 2006 - September 2012
Merrill Lynch 2004 - 2006
Deloitte & Touche 2002 - 2003
Skills
Asset Based Lending, Middle Market, Credit Analysis, Cash Flow Lending, Portfolio Management, Financial Modeling, Loans, Capital Markets, Financial Analysis, Corporate Finance, Loan Origination, Lines Of Credit, Recapitalizations, Mergers & Acquisitions, Finance, Private Equity, Financial Structuring, Working Capital..., Credit, Commercial Lending, Leveraged Finance, Commercial Banking, Treasury Management, Valuation, Structured Finance, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Finance
Lehigh University - College of Business and Economics 1997 — 2001
Bachelor of Science (B.S.), Economics
Jennifer (Koutnouyan) Miller's Merrill Lynch Experience June 1998 - May 2008
Job Residential Sales at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group May 2008 - Present
Merrill Lynch June 1998 - May 2008
CIBC World Markets 1997 - 1998
Price Waterhouse 1996 - 1997
Skills
Real Estate, Fixed Income, Investment Properties, Real Estate Transactions, Real Estate Development, Selling, Real Estate Economics, Residential Homes, Sellers, Investors, Relocation, Negotiation, Due Diligence, Contract Negotiation, Condos, First Time Home Buyers, Marketing, Financial Analysis
Education
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science (BS), Finance, General
Bronx H.S. of Science 1988 — 1992
The Corcoran Group May 2008 - Present
Merrill Lynch June 1998 - May 2008
CIBC World Markets 1997 - 1998
Price Waterhouse 1996 - 1997
Skills
Real Estate, Fixed Income, Investment Properties, Real Estate Transactions, Real Estate Development, Selling, Real Estate Economics, Residential Homes, Sellers, Investors, Relocation, Negotiation, Due Diligence, Contract Negotiation, Condos, First Time Home Buyers, Marketing, Financial Analysis
Education
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science (BS), Finance, General
Bronx H.S. of Science 1988 — 1992
Edem Akpokli's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
Lincoln University (CA) 1999 — 2001
Merrill Lynch
Education
Lincoln University (CA) 1999 — 2001
Michael Zaladonis's Merrill Lynch Experience June 1997 - 1998
Job Head of Enterprise Solutions Custodians and Sell Side, Americas at Bloomberg
Industry Financial Services
Experience
Bloomberg September 2010 - Present
Bloomberg December 2008 - September 2010
Standard and Poor's December 2007 - November 2008
UBS Wealth Management December 2006 - December 2007
Strategic Capital Development, LLC 2003 - 2006
UBS Investment Bank January 1999 - May 2002
Merrill Lynch June 1997 - 1998
Morgan Stanley 1994 - 1997
Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg
Education
Lehigh University - College of Business and Economics
BS/BA, Finance/Economics
The University of Chicago Booth School of Business
MBA, Finance
Bloomberg September 2010 - Present
Bloomberg December 2008 - September 2010
Standard and Poor's December 2007 - November 2008
UBS Wealth Management December 2006 - December 2007
Strategic Capital Development, LLC 2003 - 2006
UBS Investment Bank January 1999 - May 2002
Merrill Lynch June 1997 - 1998
Morgan Stanley 1994 - 1997
Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg
Education
Lehigh University - College of Business and Economics
BS/BA, Finance/Economics
The University of Chicago Booth School of Business
MBA, Finance
Raj Mahale's Merrill Lynch Experience July 2006 - July 2008
Job CoFounder at SpeSo Health LLC
Industry Investment Banking
Experience
SpeSo Health LLC May 2013 - Present
Deustche Bank September 2010 - July 2011
Altaris Capital Partners July 2008 - August 2010
Merrill Lynch July 2006 - July 2008
Skills
Hedge Funds, Due Diligence, Financial Analysis, Investments, Mergers, Corporate Development, Quantitative Analytics, Asset Managment, Equity Valuation, Business Valuation, DCF, Mergers & Acquisitions, Competitive Analysis, Entrepreneurship
Education
Lehigh University
Integrated Business and Engineering Honors, Finance
The Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Health/Health Care Administration/Management
SpeSo Health LLC May 2013 - Present
Deustche Bank September 2010 - July 2011
Altaris Capital Partners July 2008 - August 2010
Merrill Lynch July 2006 - July 2008
Skills
Hedge Funds, Due Diligence, Financial Analysis, Investments, Mergers, Corporate Development, Quantitative Analytics, Asset Managment, Equity Valuation, Business Valuation, DCF, Mergers & Acquisitions, Competitive Analysis, Entrepreneurship
Education
Lehigh University
Integrated Business and Engineering Honors, Finance
The Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Health/Health Care Administration/Management
Michael Herzig's Merrill Lynch Experience July 1990 - March 1999
Job Managing Director at THL Credit
Industry Financial Services
Experience
THL Credit July 2012 - Present
McDonnell Investment Management March 2008 - July 2012
Deutsche Bank March 1999 - March 2008
Merrill Lynch July 1990 - March 1999
Skills
Fixed Income, Credit Derivatives, CDO, Financial Structuring, Investment Strategies, Rates, Investment Management, High Yield, Bonds, Hedge Funds, Debt, Bloomberg, Investment Banking, Capital Markets, Loans, Leveraged Finance, Valuation, Alternative Investments, Portfolio Management
Education
Lehigh University - College of Business and Economics 1986 — 1990
BS, International business, French
THL Credit July 2012 - Present
McDonnell Investment Management March 2008 - July 2012
Deutsche Bank March 1999 - March 2008
Merrill Lynch July 1990 - March 1999
Skills
Fixed Income, Credit Derivatives, CDO, Financial Structuring, Investment Strategies, Rates, Investment Management, High Yield, Bonds, Hedge Funds, Debt, Bloomberg, Investment Banking, Capital Markets, Loans, Leveraged Finance, Valuation, Alternative Investments, Portfolio Management
Education
Lehigh University - College of Business and Economics 1986 — 1990
BS, International business, French
Alain Tchouassi's Merrill Lynch Experience August 2009 - December 2012
Job Director, Market and Institutional Risk Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
The Depository Trust & Clearing Corporation January 2013 - April 2014
Merrill Lynch August 2009 - December 2012
Wachovia Bank July 2007 - May 2009
The Depository Trust and Clearance Corporation August 2005 - June 2007
R&D LOREAL June 2003 - July 2005
New Jersey Institute of Technology 2001 - 2003
Montana State University 2000 - 2001
Education
Leipzig University 1995 — 2000
PhD, Physics
University of Hagen 1994 — 1999
Certificate (Ms without Thesis), Microwave and RF-electronics: devices, circuits, systems and noise
Leipzig University
Diploma (Ms with Thesis), Theoretical and mathematical Physics
Wells Fargo April 2014 - Present
The Depository Trust & Clearing Corporation January 2013 - April 2014
Merrill Lynch August 2009 - December 2012
Wachovia Bank July 2007 - May 2009
The Depository Trust and Clearance Corporation August 2005 - June 2007
R&D LOREAL June 2003 - July 2005
New Jersey Institute of Technology 2001 - 2003
Montana State University 2000 - 2001
Education
Leipzig University 1995 — 2000
PhD, Physics
University of Hagen 1994 — 1999
Certificate (Ms without Thesis), Microwave and RF-electronics: devices, circuits, systems and noise
Leipzig University
Diploma (Ms with Thesis), Theoretical and mathematical Physics
Kari Janes's Merrill Lynch Experience 1994 - 1996
Job Project Manager at Project Management & Real Estate Investing
Industry Medical Devices
Experience
Project Management & Real Estate Investing September 1997 - Present
Ultimate Software 1996 - 1998
Merrill Lynch 1994 - 1996
Pfizer 1991 - 1994
Skills
National Association of..., HIPAA Awareness for..., Customer Service, Editing, Marketing, Public Speaking, Single Family Homes
Education
Lewis and Clark College 1985 — 1989
BA
Project Management & Real Estate Investing September 1997 - Present
Ultimate Software 1996 - 1998
Merrill Lynch 1994 - 1996
Pfizer 1991 - 1994
Skills
National Association of..., HIPAA Awareness for..., Customer Service, Editing, Marketing, Public Speaking, Single Family Homes
Education
Lewis and Clark College 1985 — 1989
BA
Brad Donovan's Merrill Lynch Experience 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Hasco Building Supply, Inc. 2003 - 2013
Arrow Electronics 1998 - 2003
Thermo Fisher Scientific 1994 - 1998
Whirlpool Corporation 1992 - 1994
Towers Watson 1988 - 1992
GE 1985 - 1987
GE 1984 - 1985
GE 1984 - 1985
GE 1982 - 1984
Education
Northwestern University - Kellogg School of Management 1987 — 1988
MBA, Finance, Marketing
Lehigh University - College of Business and Economics 1979 — 1982
BS, Accounting, Finance
Merrill Lynch 2014 - Present
Hasco Building Supply, Inc. 2003 - 2013
Arrow Electronics 1998 - 2003
Thermo Fisher Scientific 1994 - 1998
Whirlpool Corporation 1992 - 1994
Towers Watson 1988 - 1992
GE 1985 - 1987
GE 1984 - 1985
GE 1984 - 1985
GE 1982 - 1984
Education
Northwestern University - Kellogg School of Management 1987 — 1988
MBA, Finance, Marketing
Lehigh University - College of Business and Economics 1979 — 1982
BS, Accounting, Finance
Andy Feldhuhn's Merrill Lynch Experience June 2007 - January 2009
Job Executive Director
Industry Real Estate
Experience
Ladder Capital Corp June 2014 - Present
Brookfield Asset Management March 2009 - January 2013
Merrill Lynch June 2007 - January 2009
Bear Stearns July 2003 - May 2007
Bear Stearns November 1996 - June 2003
Skills
CMBS, Valuation, Structured Finance, Portfolio Management, Securitization, Loans, Fixed Income, Investments, Structured Products, Investment Properties
Education
Lehigh University - College of Business and Economics 1984 — 1989
BS, Finance
Ladder Capital Corp June 2014 - Present
Brookfield Asset Management March 2009 - January 2013
Merrill Lynch June 2007 - January 2009
Bear Stearns July 2003 - May 2007
Bear Stearns November 1996 - June 2003
Skills
CMBS, Valuation, Structured Finance, Portfolio Management, Securitization, Loans, Fixed Income, Investments, Structured Products, Investment Properties
Education
Lehigh University - College of Business and Economics 1984 — 1989
BS, Finance
Brian Soistmann's Merrill Lynch Experience October 1996 - July 1999
Job Management Analyst Enrollment Management at Liberty University
Industry Investment Management
Experience
Liberty University April 2011 - Present
Charles Schwab April 2010 - April 2011
Soistmann Putney Financial Group March 2003 - March 2010
UBS July 1999 - March 2003
Merrill Lynch October 1996 - July 1999
Thomas Nelson Publishers May 1990 - August 1995
Skills
Customer Service, Finance, Financial Advisory, Investments, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Program Management, Project Management, Public Speaking, Recruiting, Retirement, Risk Management, Selling, Strategic Financial..., Strategic Planning, Training, Financial Planning
Education
Liberty University 2012 — 2015
EdS, Educational Leadership
Temple University - Fox School of Business and Management 1996 — 2000
MBA, Finance
Liberty University 1988 — 1991
BS, Finance
Liberty University April 2011 - Present
Charles Schwab April 2010 - April 2011
Soistmann Putney Financial Group March 2003 - March 2010
UBS July 1999 - March 2003
Merrill Lynch October 1996 - July 1999
Thomas Nelson Publishers May 1990 - August 1995
Skills
Customer Service, Finance, Financial Advisory, Investments, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Program Management, Project Management, Public Speaking, Recruiting, Retirement, Risk Management, Selling, Strategic Financial..., Strategic Planning, Training, Financial Planning
Education
Liberty University 2012 — 2015
EdS, Educational Leadership
Temple University - Fox School of Business and Management 1996 — 2000
MBA, Finance
Liberty University 1988 — 1991
BS, Finance
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
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
Sandra M. Ackermann-Schaufler, CFA's Merrill Lynch Experience July 2007 - August 2009
Job Head of International and Emerging Markets Equity & Senior Portfoliomanager at SEI Investments
Industry Financial Services
Experience
SEI Investments August 2009 - Present
Merrill Lynch July 2007 - August 2009
Deutsche Asset Management 2004 - 2006
HypoVereinsbank/Bank Austria 2001 - 2003
Education
Leopold-Franzens Universität Innsbruck 1990 — 1995
Masters, Internatioanl Economic Sciences
SEI Investments August 2009 - Present
Merrill Lynch July 2007 - August 2009
Deutsche Asset Management 2004 - 2006
HypoVereinsbank/Bank Austria 2001 - 2003
Education
Leopold-Franzens Universität Innsbruck 1990 — 1995
Masters, Internatioanl Economic Sciences
Edward Stasen, CFA's Merrill Lynch Experience June 2003 - February 2009
Job Municipal Bond Trader
Industry Capital Markets
Experience
Definitive Capital Management LP April 2009 - Present
Merrill Lynch June 2003 - February 2009
Rabobank 1999 - 2003
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Bloomberg, Trading, Financial Modeling, Financial Analysis, Investments, Investment Banking
Education
Lehigh University - College of Business and Economics 1993 — 1997
Strath Haven
Definitive Capital Management LP April 2009 - Present
Merrill Lynch June 2003 - February 2009
Rabobank 1999 - 2003
Skills
Capital Markets, Fixed Income, Derivatives, Equities, Bloomberg, Trading, Financial Modeling, Financial Analysis, Investments, Investment Banking
Education
Lehigh University - College of Business and Economics 1993 — 1997
Strath Haven
Gregory Matthews, CFA's Merrill Lynch Experience July 2007 - October 2008
Job Managing Partner at The Gallowae Group
Industry Venture Capital & Private Equity
Experience
The Gallowae Group November 2013 - Present
Wolf Point Growth Partners September 2012 - May 2013
Hexagon Securities May 2009 - May 2012
India Advisory Partners (IAP) January 2009 - May 2009
Merrill Lynch July 2007 - October 2008
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Finance & Entrepreneurship
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
The Gallowae Group November 2013 - Present
Wolf Point Growth Partners September 2012 - May 2013
Hexagon Securities May 2009 - May 2012
India Advisory Partners (IAP) January 2009 - May 2009
Merrill Lynch July 2007 - October 2008
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Finance & Entrepreneurship
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
Tom Gifford's Merrill Lynch Experience November 1993 - January 2004
Job Account Executive at Syncsort
Industry Computer Software
Experience
Syncsort National Account ManagerMimeo.comSeptember 2005 - June 2008
Merrill Lynch November 1993 - January 2004
Education
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
Syncsort National Account ManagerMimeo.comSeptember 2005 - June 2008
Merrill Lynch November 1993 - January 2004
Education
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
Kendall Blunt's Merrill Lynch Experience July 1996 - August 2001
Job Principal at CFP Inc.
Industry Financial Services
Experience
NFP/PartnersFinancial affiliated firm July 2007 - Present
MassMutual Financial Group September 2001 - August 2005
Merrill Lynch July 1996 - August 2001
Skills
Retirement, Insurance, Estate Planning, Retirement Planning, Finance, Executive Benefit Design, Qualified Plan Design, Succession Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Investments, Financial Planning, Disability Insurance, Mutual Funds, Securities, Long-term Care, Wealth, Wealth Management, Financial Services, Life Insurance
Education
Lewis and Clark College
BS, Business Administration
NFP/PartnersFinancial affiliated firm July 2007 - Present
MassMutual Financial Group September 2001 - August 2005
Merrill Lynch July 1996 - August 2001
Skills
Retirement, Insurance, Estate Planning, Retirement Planning, Finance, Executive Benefit Design, Qualified Plan Design, Succession Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Investments, Financial Planning, Disability Insurance, Mutual Funds, Securities, Long-term Care, Wealth, Wealth Management, Financial Services, Life Insurance
Education
Lewis and Clark College
BS, Business Administration
Debbie Somerville Johnston's Merrill Lynch Experience February 2000 - May 2001
Job Office Operations Manager at CB Richard Ellis
Industry Real Estate
Experience
CBRE August 2006 - Present
Sona Med Spa January 2006 - July 2006
Kroll November 2004 - January 2006
Schofield Media May 2001 - May 2004
Merrill Lynch February 2000 - May 2001
BOTTC August 1995 - February 2000
Mount Greenwood Bank 1985 - 1995
Skills
Accounts Payable, Finance, Human Resources, Financial Analysis, Event Planning, Team Building, Office Management, Training, Recruiting, Change Management, Corporate Real Estate, Property Management, Real Estate, Leases, Strategic Planning, Contract Management, Account Management, Disposition, Contract Negotiation, Facilities Management, Leadership, Management, Customer Service
Education
Lewis University
BA, Business
St. Xavier University
MBA, Business
CBRE August 2006 - Present
Sona Med Spa January 2006 - July 2006
Kroll November 2004 - January 2006
Schofield Media May 2001 - May 2004
Merrill Lynch February 2000 - May 2001
BOTTC August 1995 - February 2000
Mount Greenwood Bank 1985 - 1995
Skills
Accounts Payable, Finance, Human Resources, Financial Analysis, Event Planning, Team Building, Office Management, Training, Recruiting, Change Management, Corporate Real Estate, Property Management, Real Estate, Leases, Strategic Planning, Contract Management, Account Management, Disposition, Contract Negotiation, Facilities Management, Leadership, Management, Customer Service
Education
Lewis University
BA, Business
St. Xavier University
MBA, Business
Jason Figura's Merrill Lynch Experience June 2008 - August 2008
Job AVP Consumer Credit Card Strategies at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch August 2014 - August 2015
Bank of America Merrill Lynch April 2013 - August 2014
Bank of America Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch June 2010 - July 2011
Bank of America Merrill Lynch June 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Skills
Finance, Financial Risk, Mortgage Lending, Credit Cards, Financial Analysis, Financial Modeling, Financial Reporting, Risk Management, Corporate Finance, Strategic Financial..., Microsoft Excel, Essbase, Process Improvement, Account Reconciliation, General Ledger, Portfolio Management
Education
Lehigh University - College of Business and Economics 2007 — 2009
Bachelors, Finance & Real Estate
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch August 2014 - August 2015
Bank of America Merrill Lynch April 2013 - August 2014
Bank of America Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch June 2010 - July 2011
Bank of America Merrill Lynch June 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Skills
Finance, Financial Risk, Mortgage Lending, Credit Cards, Financial Analysis, Financial Modeling, Financial Reporting, Risk Management, Corporate Finance, Strategic Financial..., Microsoft Excel, Essbase, Process Improvement, Account Reconciliation, General Ledger, Portfolio Management
Education
Lehigh University - College of Business and Economics 2007 — 2009
Bachelors, Finance & Real Estate
Donna Donaldson's Merrill Lynch Experience May 2008 - January 2009
Job SBAEXIM Export Finance Product Manager
Industry Banking
Experience
Citi Commercial Bank September 2010 - Present
D&D Closing Service LLC March 2008 - September 2010
Metlife Resources March 2009 - October 2009
Merrill Lynch May 2008 - January 2009
Citi Smith Barney February 2007 - 2008
CItibank N.A. May 2004 - February 2007
Citigroup April 2000 - May 2004
Skills
Real Estate, Financial Advisory, Middle Office, Notary Public, Product Management, Corporate Trust, Series 65, Series 7, Series 63, Insurance, Project Finance, Asset Backed Financing, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Credit Risk, Investment Banking, Finance, Structured Finance, Financial Services, Credit, Commercial Banking, Funding, Mortgage Lending, Fixed Income, Risk Management, Loans, Banking
Education
Liberty University
Master's Degree, MCM
New York University
Bachelor's Degree, Social Science with a concentration in Economics
Citi Commercial Bank September 2010 - Present
D&D Closing Service LLC March 2008 - September 2010
Metlife Resources March 2009 - October 2009
Merrill Lynch May 2008 - January 2009
Citi Smith Barney February 2007 - 2008
CItibank N.A. May 2004 - February 2007
Citigroup April 2000 - May 2004
Skills
Real Estate, Financial Advisory, Middle Office, Notary Public, Product Management, Corporate Trust, Series 65, Series 7, Series 63, Insurance, Project Finance, Asset Backed Financing, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Credit Risk, Investment Banking, Finance, Structured Finance, Financial Services, Credit, Commercial Banking, Funding, Mortgage Lending, Fixed Income, Risk Management, Loans, Banking
Education
Liberty University
Master's Degree, MCM
New York University
Bachelor's Degree, Social Science with a concentration in Economics
Ryan Carey's Merrill Lynch Experience July 2005 - March 2009
Job Vice President at Sixpoint Partners
Industry Financial Services
Experience
Sixpoint Partners September 2013 - Present
HSBC August 2009 - September 2013
Merrill Lynch July 2005 - March 2009
Skills
Credit, Bloomberg, Securities, Fixed Income, Due Diligence, Capital Markets, Private Placements, Investments, Finance, Bonds, Financial Markets, Credit Analysis, Investment Banking, Financial Services, Investment Strategies, Investment Management, Structured Finance, Asset Management, Financial Analysis, Structured Products, Credit Risk, Equities, Project Finance, Asset Allocation, Valuation, Securitization, Leveraged Finance, Financial Risk, Alternative Investments, Financial Structuring, Hedge Funds, Private Equity
Education
Lehigh University - College of Business and Economics
BS, Finance
Sixpoint Partners September 2013 - Present
HSBC August 2009 - September 2013
Merrill Lynch July 2005 - March 2009
Skills
Credit, Bloomberg, Securities, Fixed Income, Due Diligence, Capital Markets, Private Placements, Investments, Finance, Bonds, Financial Markets, Credit Analysis, Investment Banking, Financial Services, Investment Strategies, Investment Management, Structured Finance, Asset Management, Financial Analysis, Structured Products, Credit Risk, Equities, Project Finance, Asset Allocation, Valuation, Securitization, Leveraged Finance, Financial Risk, Alternative Investments, Financial Structuring, Hedge Funds, Private Equity
Education
Lehigh University - College of Business and Economics
BS, Finance
Paul Loschiavo's Merrill Lynch Experience March 2013 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Merrill Lynch September 1988 - Present
United States Marines May 1976 - June 2001
Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Special Needs Trusts, Asset Allocation, Alternative Investments, Securities
Education
US Army War College 1995 — 1998
National MIlitary Strategy
Pepperdine University 1978 — 1979
MA, Human Resources Management
Lehigh University - College of Business and Economics 1972 — 1976
BS, Finance and Economics
Merrill Lynch March 2013 - Present
Merrill Lynch September 1988 - Present
United States Marines May 1976 - June 2001
Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Special Needs Trusts, Asset Allocation, Alternative Investments, Securities
Education
US Army War College 1995 — 1998
National MIlitary Strategy
Pepperdine University 1978 — 1979
MA, Human Resources Management
Lehigh University - College of Business and Economics 1972 — 1976
BS, Finance and Economics
Lucy Dorfman's Merrill Lynch Experience July 2001 - October 2003
Job NA
Industry Financial Services
Experience
NA June 2007 - Present
Deutsche Bank October 2003 - May 2007
Merrill Lynch July 2001 - October 2003
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance & Marketing
NA June 2007 - Present
Deutsche Bank October 2003 - May 2007
Merrill Lynch July 2001 - October 2003
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance & Marketing
Ryan Gelrod, CFA's Merrill Lynch Experience May 1994 - June 1996
Job Principal at The Fairman Group Family Office
Industry Financial Services
Experience
The Fairman Group Family Office October 2012 - Present
Aegis Capital Management February 2009 - September 2012
Diamond Lake Investment Group March 2008 - May 2008
Deutsche Asset Management November 2006 - March 2008
Goldman Sachs Asset Management January 2002 - January 2004
J.P. Morgan June 1996 - January 2002
Merrill Lynch May 1994 - June 1996
Bankers Trust Company July 1993 - May 1994
Skills
Leveraged Finance, Financial Analysis, Accounting, Alternative Investments, Tax, Financial Modeling, Hedge Funds, High Yield, Finance, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bloomberg, Asset Management, Valuation, Investments
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance
The Fairman Group Family Office October 2012 - Present
Aegis Capital Management February 2009 - September 2012
Diamond Lake Investment Group March 2008 - May 2008
Deutsche Asset Management November 2006 - March 2008
Goldman Sachs Asset Management January 2002 - January 2004
J.P. Morgan June 1996 - January 2002
Merrill Lynch May 1994 - June 1996
Bankers Trust Company July 1993 - May 1994
Skills
Leveraged Finance, Financial Analysis, Accounting, Alternative Investments, Tax, Financial Modeling, Hedge Funds, High Yield, Finance, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bloomberg, Asset Management, Valuation, Investments
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance
Rebecca Gray's Merrill Lynch Experience July 2013 - Present
Job Vice President, Investment Strategy and Oversight at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2013 - Present
Turner Investment Partners February 2011 - July 2013
IndexIQ August 2009 - February 2011
Turner Investment Partners 2006 - 2009
Vangaurd 2005 - 2006
Skills
Wealth Management, Mutual Funds, Asset Managment, Series 7, Separately Managed..., Series 63, Equities, FINRA, Financial Services, Portfolio Management, ETFs, Asset Allocation, Alternative Investments, Series 6
Education
Liberty University
Bachelors of Science, Business/Marketing, Cum Laude
Merrill Lynch July 2013 - Present
Turner Investment Partners February 2011 - July 2013
IndexIQ August 2009 - February 2011
Turner Investment Partners 2006 - 2009
Vangaurd 2005 - 2006
Skills
Wealth Management, Mutual Funds, Asset Managment, Series 7, Separately Managed..., Series 63, Equities, FINRA, Financial Services, Portfolio Management, ETFs, Asset Allocation, Alternative Investments, Series 6
Education
Liberty University
Bachelors of Science, Business/Marketing, Cum Laude
Gladys Kurpiel's Merrill Lynch Experience January 1987 - December 1988
Job Internet Professional
Industry E-Learning
Experience
City of Lowell Public School September 1991 - June 2008
City of Lowell Public School September 1991 - June 2008
Merrill Lynch January 1987 - December 1988
Skills
Curriculum Design, E-learning, Teacher Training, Teaching, Science, Classroom Instruction, Educational Technology, ESL, Tutoring, Lesson Planning, Lecturing, University Teaching, Pedagogy, Classroom, Differentiated..., Instructional Design, Special Education, Educational Leadership, Instructional Technology, E-Learning, Teaching English as a..., Secondary Education, Integrating Technology..., Spanish, Language Arts, Literature, International Education, Educational Research, Science Education, Teaching Reading, Teaching Adults, Middle School, Social Studies, Curriculum Assessment, Curriculum Mapping, 21st Century Skills, IEP, Common Core State...
Education
Lesley University 2002 — 2003
Master, Technology/Education
Franklin Pears College 1994 — 1996
City of Lowell Public School September 1991 - June 2008
City of Lowell Public School September 1991 - June 2008
Merrill Lynch January 1987 - December 1988
Skills
Curriculum Design, E-learning, Teacher Training, Teaching, Science, Classroom Instruction, Educational Technology, ESL, Tutoring, Lesson Planning, Lecturing, University Teaching, Pedagogy, Classroom, Differentiated..., Instructional Design, Special Education, Educational Leadership, Instructional Technology, E-Learning, Teaching English as a..., Secondary Education, Integrating Technology..., Spanish, Language Arts, Literature, International Education, Educational Research, Science Education, Teaching Reading, Teaching Adults, Middle School, Social Studies, Curriculum Assessment, Curriculum Mapping, 21st Century Skills, IEP, Common Core State...
Education
Lesley University 2002 — 2003
Master, Technology/Education
Franklin Pears College 1994 — 1996
Scott Potolsky's Merrill Lynch Experience July 2010 - Present
Job Vice President Merrill Lynch Commodities
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Bank of America June 2008 - June 2010
Education
Lehigh University 2004 — 2008
Merrill Lynch July 2010 - Present
Bank of America June 2008 - June 2010
Education
Lehigh University 2004 — 2008
annette randall's Merrill Lynch Experience 2007 - 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MD Anderson Cancer Center 2012 - 2014
Merrill Lynch 2007 - 2009
Texas Medical Center 2000 - 2006
Skills
PowerPoint, Microsoft Excel, MSOutlook, Visio, MS Project, SAP R/3, Concur, Ariba, Lotus Notes, Lawson General Ledger, SOX Compliancy, Rhythmyx, Access, Microsoft Word, Internet, Quicken, Social Media Marketing, Project Management, Focus Groups, Executive...
Education
LeTourneau University 2005 — 2009
Business Administration and Management, General
Computer Learning Center 1994 — 1996
Computerized Business Specialist/Network Administration, Computer Science, 3.75 GPA
MD Anderson Cancer Center 2012 - 2014
Merrill Lynch 2007 - 2009
Texas Medical Center 2000 - 2006
Skills
PowerPoint, Microsoft Excel, MSOutlook, Visio, MS Project, SAP R/3, Concur, Ariba, Lotus Notes, Lawson General Ledger, SOX Compliancy, Rhythmyx, Access, Microsoft Word, Internet, Quicken, Social Media Marketing, Project Management, Focus Groups, Executive...
Education
LeTourneau University 2005 — 2009
Business Administration and Management, General
Computer Learning Center 1994 — 1996
Computerized Business Specialist/Network Administration, Computer Science, 3.75 GPA
Tom Gifford's Merrill Lynch Experience November 1993 - January 2004
Job Major Markets at Paychex
Industry Human Resources
Experience
Paychex October 2010 - Present
Syncsort September 2008 - April 2010
Mimeo.com September 2005 - July 2008
Merrill Lynch November 1993 - January 2004
Skills
Sales, Salesforce.com, Sales Process, Strategic Financial..., CRM, Solution Selling, Finance, Sales Presentations, Sales Management, Management, Training, Leadership, Applicant Tracking..., Human Resources, New Business Development, Payroll, Cold Calling, Outsourcing, Direct Sales, Forecasting, Enterprise Software, Cross-functional Team..., Lead Generation, Customer Retention, Qualifying Prospects, B2B, Account Management, Selling, Team Leadership
Education
Lehigh University 1989 — 1993
Business and Economics, Finance
Paychex October 2010 - Present
Syncsort September 2008 - April 2010
Mimeo.com September 2005 - July 2008
Merrill Lynch November 1993 - January 2004
Skills
Sales, Salesforce.com, Sales Process, Strategic Financial..., CRM, Solution Selling, Finance, Sales Presentations, Sales Management, Management, Training, Leadership, Applicant Tracking..., Human Resources, New Business Development, Payroll, Cold Calling, Outsourcing, Direct Sales, Forecasting, Enterprise Software, Cross-functional Team..., Lead Generation, Customer Retention, Qualifying Prospects, B2B, Account Management, Selling, Team Leadership
Education
Lehigh University 1989 — 1993
Business and Economics, Finance
Patricia (Jacobsen) Noneman's Merrill Lynch Experience July 1987 - July 1988
Job Financial Services Executive
Industry Financial Services
Experience
Bank of America May 2001 - December 2012
Bank of America July 1995 - April 2001
JPMorgan Chase & Co. July 1990 - June 1995
Merrill Lynch July 1987 - July 1988
JPMorgan Chase & Co. June 1986 - June 1987
Skills
Fixed Income, Credit Analysis, Banking, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Financial Analysis, Financial Risk, Capital Management, Investor Relations, Rating Agency Relations, Stress Testing, Financial Regulation, Corporate Finance, Liquidity Management, Funding, Financial Reporting, Financial Services, Economics, Interest Rate Risk..., Investment Banking, Investor Presentations, Capital Markets, Strategic Planning, Treasury, Fixed Income Analysis, Bond Markets, Preferred Stock, Legal Issues, Legislative Issues
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Magna Cum Laude, Accounting
Bank of America May 2001 - December 2012
Bank of America July 1995 - April 2001
JPMorgan Chase & Co. July 1990 - June 1995
Merrill Lynch July 1987 - July 1988
JPMorgan Chase & Co. June 1986 - June 1987
Skills
Fixed Income, Credit Analysis, Banking, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Financial Analysis, Financial Risk, Capital Management, Investor Relations, Rating Agency Relations, Stress Testing, Financial Regulation, Corporate Finance, Liquidity Management, Funding, Financial Reporting, Financial Services, Economics, Interest Rate Risk..., Investment Banking, Investor Presentations, Capital Markets, Strategic Planning, Treasury, Fixed Income Analysis, Bond Markets, Preferred Stock, Legal Issues, Legislative Issues
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Magna Cum Laude, Accounting
Ed Michaelson's Merrill Lynch Experience June 2010 - August 2010
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2013 - Present
THE SPECTRUM GROUP May 2012 - August 2012
Intergi Entertainment July 2011 - May 2012
Yili Group June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Ernst & Young June 2010 - June 2010
Skills
Series 63, Series 79
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance
Mercersburg Academy
Pine Crest School
Deutsche Bank July 2013 - Present
THE SPECTRUM GROUP May 2012 - August 2012
Intergi Entertainment July 2011 - May 2012
Yili Group June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Ernst & Young June 2010 - June 2010
Skills
Series 63, Series 79
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance
Mercersburg Academy
Pine Crest School
Brad Griffith's Merrill Lynch Experience May 2011 - August 2011
Job Financial Planning Analyst at The Schumacher Group, a financial advisory practice of Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Ohio High School Athletic Association October 2013 - Present
Rooted Values, LLC May 2013 - Present
inVentiv Communications August 2011 - March 2015
Merrill Lynch May 2011 - August 2011
NB Handy September 2010 - May 2011
Sodexo October 2009 - May 2011
Skills
Accounting, Account Reconciliation, General Ledger, Microsoft Office, Accounts Receivable, Auditing, Financial Statements, Invoicing, Excel, Budgeting, Customer Service, Access, Quickbooks, Outlook, Reconciliation, Spreadsheets, Tax, Financial Planning, Billing, Journal Entries, SOX, GAAP, Accruals, Bookkeeping, Payroll, Income Statement, Expenses, Financial Accounting, Peachtree, Cash Flow, Fixed Assets, Cash, Tax Preparation, Tax Returns, US GAAP, Cash Management, Bank Reconciliation, Hold Series 7, Series 7
Education
Liberty University 2012 — 2012
Master of Science (M.S.), Accounting
Liberty University 2008 — 2011
Bachelor of Science (BS), Accounting
Tree of Life
Ameriprise Financial Services, Inc. June 2014 - Present
Ohio High School Athletic Association October 2013 - Present
Rooted Values, LLC May 2013 - Present
inVentiv Communications August 2011 - March 2015
Merrill Lynch May 2011 - August 2011
NB Handy September 2010 - May 2011
Sodexo October 2009 - May 2011
Skills
Accounting, Account Reconciliation, General Ledger, Microsoft Office, Accounts Receivable, Auditing, Financial Statements, Invoicing, Excel, Budgeting, Customer Service, Access, Quickbooks, Outlook, Reconciliation, Spreadsheets, Tax, Financial Planning, Billing, Journal Entries, SOX, GAAP, Accruals, Bookkeeping, Payroll, Income Statement, Expenses, Financial Accounting, Peachtree, Cash Flow, Fixed Assets, Cash, Tax Preparation, Tax Returns, US GAAP, Cash Management, Bank Reconciliation, Hold Series 7, Series 7
Education
Liberty University 2012 — 2012
Master of Science (M.S.), Accounting
Liberty University 2008 — 2011
Bachelor of Science (BS), Accounting
Tree of Life
Jaclyn Bedford's Merrill Lynch Experience June 2006 - August 2006
Job Financial Services Professional
Industry Financial Services
Experience
_ October 2010 - Present
Execution Noble September 2009 - August 2010
Merrill Lynch June 2006 - August 2006
Skills
Series 7, Series 63, Customer Service, Financial Analysis, Capital Markets, Trading, Equities, Wealth Management
Education
Greenwich High School 2000 — 2004
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
Syracuse University - Madrid 2007 — 2007
Study Abroad Programs, Spanish and Iberian Studies
_ October 2010 - Present
Execution Noble September 2009 - August 2010
Merrill Lynch June 2006 - August 2006
Skills
Series 7, Series 63, Customer Service, Financial Analysis, Capital Markets, Trading, Equities, Wealth Management
Education
Greenwich High School 2000 — 2004
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
Syracuse University - Madrid 2007 — 2007
Study Abroad Programs, Spanish and Iberian Studies
Ethan Bell's Merrill Lynch Experience June 2011 - August 2011
Job Business Intelligence Analyst III at Liberty University
Industry Higher Education
Experience
Liberty University March 2014 - Present
Liberty University October 2012 - March 2014
Liberty University February 2012 - October 2012
Liberty University December 2011 - February 2012
Turning Technologies August 2011 - February 2012
Liberty University August 2010 - December 2011
Merrill Lynch June 2011 - August 2011
Liberty University Society for Human Resource Management January 2011 - March 2011
N.B. Handy Company September 2009 - May 2010
Skills
PL/SQL, Oracle SQL, ETL, Data Analysis, Dimensional Modeling, Oracle PL/SQL..., Oracle Application..., Dashboarding, Report Writing, Microsoft SQL Server, SSRS, Microsoft Excel, Managerial Finance, Corporate Finance, Financial Accounting, Financial Reporting, Banner Finance, Sage MAS200, SharePoint
Education
Liberty University 2008 — 2012
B.S., Accounting and Finance
Liberty University March 2014 - Present
Liberty University October 2012 - March 2014
Liberty University February 2012 - October 2012
Liberty University December 2011 - February 2012
Turning Technologies August 2011 - February 2012
Liberty University August 2010 - December 2011
Merrill Lynch June 2011 - August 2011
Liberty University Society for Human Resource Management January 2011 - March 2011
N.B. Handy Company September 2009 - May 2010
Skills
PL/SQL, Oracle SQL, ETL, Data Analysis, Dimensional Modeling, Oracle PL/SQL..., Oracle Application..., Dashboarding, Report Writing, Microsoft SQL Server, SSRS, Microsoft Excel, Managerial Finance, Corporate Finance, Financial Accounting, Financial Reporting, Banner Finance, Sage MAS200, SharePoint
Education
Liberty University 2008 — 2012
B.S., Accounting and Finance
Gayle Bischoff's Merrill Lynch Experience September 1990 - May 1996
Job teacher at dist. 126
Industry Education Management
Experience
dist. 126 August 2003 - Present
Merrill Lynch September 1990 - May 1996
Skills
Curriculum Design, Curriculum Development, Lesson Planning, Teaching, Educational Leadership, Classroom Management, Educational Technology, Tutoring, Teacher Training, Elementary Education, Literacy, Differentiated..., K-12, Staff Development, Special Education, Public Speaking, ESL, Higher Education, Instructional Design
Education
Lewis University 1979 — 1983
Bachelor of Arts (BA), English Language and Literature, General, 3.0
dist. 126 August 2003 - Present
Merrill Lynch September 1990 - May 1996
Skills
Curriculum Design, Curriculum Development, Lesson Planning, Teaching, Educational Leadership, Classroom Management, Educational Technology, Tutoring, Teacher Training, Elementary Education, Literacy, Differentiated..., K-12, Staff Development, Special Education, Public Speaking, ESL, Higher Education, Instructional Design
Education
Lewis University 1979 — 1983
Bachelor of Arts (BA), English Language and Literature, General, 3.0
Jeremy Wakefield's Merrill Lynch Experience May 2011 - Present
Job Practice Management Development at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Apple Inc. August 2010 - May 2011
Education
Liberty University 2011 — 2014
Bachelors of Science, Business Marketing
Merrill Lynch May 2011 - Present
Apple Inc. August 2010 - May 2011
Education
Liberty University 2011 — 2014
Bachelors of Science, Business Marketing
Rich Rosado's Merrill Lynch Experience February 2001 - December 2003
Job Restaurant Supervisor at Marriott International
Industry Recreational Facilities and Services
Experience
Marriott International August 2014 - Present
Glen Falls House February 2008 - Present
PHH Mortgage December 2002 - February 2008
Merrill Lynch February 2001 - December 2003
Skills
Public Speaking, Budgets, Customer Service, Advertising, Marketing Strategy, Public Relations, Microsoft Word, Social Media, Social Media Marketing, Microsoft Excel, Account Management, Retail, Event Management, Sales
Education
Rochester Institute of Technology 1991 — 1995
Bachelor's degree, Business Administration and Management, General, 3.4
Lehigh University
Lehigh University
Marriott International August 2014 - Present
Glen Falls House February 2008 - Present
PHH Mortgage December 2002 - February 2008
Merrill Lynch February 2001 - December 2003
Skills
Public Speaking, Budgets, Customer Service, Advertising, Marketing Strategy, Public Relations, Microsoft Word, Social Media, Social Media Marketing, Microsoft Excel, Account Management, Retail, Event Management, Sales
Education
Rochester Institute of Technology 1991 — 1995
Bachelor's degree, Business Administration and Management, General, 3.4
Lehigh University
Lehigh University
Sonya Evans's Merrill Lynch Experience 2000 - 2001
Job Executive Receptionist
Industry Venture Capital & Private Equity
Experience
Confidential July 2011 - Present
Career Group Inc. May 2007 - July 2011
Staffing One, Inc. April 2006 - February 2007
Home Maker 2002 - 2006
Essex Temporary Services / Core Staffing Services 2001 - 2002
Merrill Lynch 2000 - 2001
Olsten Staffing Services June 1987 - April 2000
Skills
Administrative...
Education
Lincoln University 1983 — 1987
BS, Psychology
Confidential July 2011 - Present
Career Group Inc. May 2007 - July 2011
Staffing One, Inc. April 2006 - February 2007
Home Maker 2002 - 2006
Essex Temporary Services / Core Staffing Services 2001 - 2002
Merrill Lynch 2000 - 2001
Olsten Staffing Services June 1987 - April 2000
Skills
Administrative...
Education
Lincoln University 1983 — 1987
BS, Psychology
John J Bolebruch's Merrill Lynch Experience March 1994 - March 2000
Job Managing Director at Corporate Fuel Partners
Industry Financial Services
Experience
Corporate Fuel Partners November 2011 - Present
Sterne Agee June 2008 - June 2011
Managing Director March 2004 - November 2006
Merrill Lynch March 1994 - March 2000
Skills
M&A Advisory, Corporate Finance, Business Development, CPS-Accounting..., Mergers & Acquisitions, Mergers, Private Equity, Venture Capital, Due Diligence, Business Strategy, Corporate Development, Equities, Investments, LBO, Management, Restructuring, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets
Education
Lehigh University - College of Business and Economics 1972 — 1976
BS - Finance and Economics, Finance and Accounting
Corporate Fuel Partners November 2011 - Present
Sterne Agee June 2008 - June 2011
Managing Director March 2004 - November 2006
Merrill Lynch March 1994 - March 2000
Skills
M&A Advisory, Corporate Finance, Business Development, CPS-Accounting..., Mergers & Acquisitions, Mergers, Private Equity, Venture Capital, Due Diligence, Business Strategy, Corporate Development, Equities, Investments, LBO, Management, Restructuring, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets
Education
Lehigh University - College of Business and Economics 1972 — 1976
BS - Finance and Economics, Finance and Accounting
Ron Newman's Merrill Lynch Experience 1992 - 2001
Job Director, Technology Sourcing and Procurement
Industry Financial Services
Experience
Major Financial Institution March 2012 - Present
JPMorgan Chase 2002 - March 2012
Merrill Lynch 1992 - 2001
Unisys April 1989 - December 1991
Skills
Technology Sourcing, Software Licensing, Contract Negotiations, Contract Management, Vendor Management, IT Strategy, Mergers, Strategic Sourcing, Contract Negotiation, Risk Management, Management, Strategy, Outsourcing, Procurement, Negotiation, Telecommunications, Mergers & Acquisitions, Governance, Portfolio Management, Business Development, Networking, Financial Services, RFP, Project Management, Business Process, Sourcing, Supply Management, Strategic Planning, Project Planning
Education
Lehigh University
B.A.
Suffolk Law School
J.D.
Major Financial Institution March 2012 - Present
JPMorgan Chase 2002 - March 2012
Merrill Lynch 1992 - 2001
Unisys April 1989 - December 1991
Skills
Technology Sourcing, Software Licensing, Contract Negotiations, Contract Management, Vendor Management, IT Strategy, Mergers, Strategic Sourcing, Contract Negotiation, Risk Management, Management, Strategy, Outsourcing, Procurement, Negotiation, Telecommunications, Mergers & Acquisitions, Governance, Portfolio Management, Business Development, Networking, Financial Services, RFP, Project Management, Business Process, Sourcing, Supply Management, Strategic Planning, Project Planning
Education
Lehigh University
B.A.
Suffolk Law School
J.D.
Rod Aronson's Merrill Lynch Experience September 2003 - August 2005
Job
Industry Financial Services
Experience
Morgan Stanley October 2005 - Present
Merrill Lynch September 2003 - August 2005
J.P. Morgan March 1999 - June 2003
Skills
PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets
Education
Lehigh University 1985 — 1989
Finance and Economics
Morgan Stanley October 2005 - Present
Merrill Lynch September 2003 - August 2005
J.P. Morgan March 1999 - June 2003
Skills
PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets
Education
Lehigh University 1985 — 1989
Finance and Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank