Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jodi Guralnick Jodi Guralnick's Merrill Lynch Experience September 1992 - June 2000
Job Financial Planning
Industry Investment Management
Experience
A Loving Home LLP January 2000 - July 2013
Merrill Lynch September 1992 - June 2000
Morgan Stanley Smith Barney January 1989 - January 1991
Skills
Business Strategy, Marketing Strategy, Sales Management, Start-ups, New Business Development, Financial Analysis, Entrepreneurship, Marketing, Mergers & Acquisitions, Leadership, Competitive Analysis, Budgets, Market Research, Contract Negotiation, Business Development, Management, Finance, Customer Service, Portfolio Management, Public Speaking
Education
New York University 2014 — 2015
LIU Post
BA and BS, ECONOMICS AND FINANCE
A Loving Home LLP January 2000 - July 2013
Merrill Lynch September 1992 - June 2000
Morgan Stanley Smith Barney January 1989 - January 1991
Skills
Business Strategy, Marketing Strategy, Sales Management, Start-ups, New Business Development, Financial Analysis, Entrepreneurship, Marketing, Mergers & Acquisitions, Leadership, Competitive Analysis, Budgets, Market Research, Contract Negotiation, Business Development, Management, Finance, Customer Service, Portfolio Management, Public Speaking
Education
New York University 2014 — 2015
LIU Post
BA and BS, ECONOMICS AND FINANCE
Thomas Paterson, CFP® Thomas Paterson, CFP®'s Merrill Lynch Experience June 2007 - July 2011
Job Wickman Paterson Corrigan
Industry Financial Services
Experience
Wickman Paterson Corrigan July 2011 - Present
Merrill Lynch June 2007 - July 2011
Philadelphia Phillies 2005 - 2006
Skills
Public Speaking, Investments, Financial Planning, Retirement Planning, Wealth Management, Asset Managment, Small Business, Asset Management, Retirement, Series 7, Finance
Education
Linfield College 2001 — 2005
BS, Finance
McMinnville High School 1998 — 2001
Wickman Paterson Corrigan July 2011 - Present
Merrill Lynch June 2007 - July 2011
Philadelphia Phillies 2005 - 2006
Skills
Public Speaking, Investments, Financial Planning, Retirement Planning, Wealth Management, Asset Managment, Small Business, Asset Management, Retirement, Series 7, Finance
Education
Linfield College 2001 — 2005
BS, Finance
McMinnville High School 1998 — 2001
Benjamin DiMaio Benjamin DiMaio's Merrill Lynch Experience October 2002 - December 2009
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors January 2010 - Present
Merrill Lynch October 2002 - December 2009
The Guardian Life Insurance Company of America October 2000 - October 2002
Skills
Series 24, Series 7, Series 63, Series 65, CRPC, Life Insurance, Health Insurance, Presentations, 401k, Alternative Investments, Asset Allocation, Asset Management, ETFs, Estate Planning, Fixed Annuities, Mutual Funds, Variable Annuities, FINRA, Wealth Management
Education
Long Island University, C.W. Post Campus 1994 — 1999
B.S., Business Marketing
Lincoln Financial Distributors January 2010 - Present
Merrill Lynch October 2002 - December 2009
The Guardian Life Insurance Company of America October 2000 - October 2002
Skills
Series 24, Series 7, Series 63, Series 65, CRPC, Life Insurance, Health Insurance, Presentations, 401k, Alternative Investments, Asset Allocation, Asset Management, ETFs, Estate Planning, Fixed Annuities, Mutual Funds, Variable Annuities, FINRA, Wealth Management
Education
Long Island University, C.W. Post Campus 1994 — 1999
B.S., Business Marketing
Mike Paolucci's Merrill Lynch Experience May 2014 - August 2015
Job AVP, Financial Solutions Advisor, Merrill Edge Bank of America Corporation
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Merrill Lynch May 2014 - August 2015
WeiserMazars LLP June 2012 - August 2012
Skills
Fixed Income, Financial Planning, Financial Services, Investments, Portfolio Management, Securities, Mutual Funds, Risk Management, Equities, Wealth Management
Education
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor's degree, Accounting
Sanford Calhoun High School 2004 — 2008
Merrill Edge August 2015 - Present
Merrill Lynch May 2014 - August 2015
WeiserMazars LLP June 2012 - August 2012
Skills
Fixed Income, Financial Planning, Financial Services, Investments, Portfolio Management, Securities, Mutual Funds, Risk Management, Equities, Wealth Management
Education
Long Island University, C.W. Post Campus 2008 — 2012
Bachelor's degree, Accounting
Sanford Calhoun High School 2004 — 2008
Rolanda Hall's Merrill Lynch Experience September 2011 - November 2011
Job Marketing Professional
Industry Broadcast Media
Experience
Chick-fil-A March 2013 - January 2015
Silverleaf Resorts March 2012 - March 2013
KRD Entertainment November 2011 - March 2012
ION Media Networks September 2011 - December 2011
Merrill Lynch September 2011 - November 2011
American Advertising Federation December 2010 - April 2011
Skills
Marketing, Final Cut Pro, Video Editing, Microsoft Office, Editing, Social Media, Event Planning, Customer Service, Social Networking, Avid, Video Production, Market Research, Pro Tools, Advertising, Social Media Marketing, Event Management, Audio Post Production, Master Control, Adobe Premiere, LiveType, Garageband, iDVD, Electronic News..., Electronic Field..., Time Management, Microsoft Word, Creative Writing, Photoshop, InDesign, Illustrator, Dreamweaver, HTML5
Education
Sam Houston State University 2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Broadcast Production Minor in Marketing
Lone Star College System
Motion Picture Graphic Design
Karen Wagner High School 2005 — 2007
Diploma
Chick-fil-A March 2013 - January 2015
Silverleaf Resorts March 2012 - March 2013
KRD Entertainment November 2011 - March 2012
ION Media Networks September 2011 - December 2011
Merrill Lynch September 2011 - November 2011
American Advertising Federation December 2010 - April 2011
Skills
Marketing, Final Cut Pro, Video Editing, Microsoft Office, Editing, Social Media, Event Planning, Customer Service, Social Networking, Avid, Video Production, Market Research, Pro Tools, Advertising, Social Media Marketing, Event Management, Audio Post Production, Master Control, Adobe Premiere, LiveType, Garageband, iDVD, Electronic News..., Electronic Field..., Time Management, Microsoft Word, Creative Writing, Photoshop, InDesign, Illustrator, Dreamweaver, HTML5
Education
Sam Houston State University 2007 — 2011
Bachelor of Arts (B.A.), Mass Communication/Broadcast Production Minor in Marketing
Lone Star College System
Motion Picture Graphic Design
Karen Wagner High School 2005 — 2007
Diploma
Hamid Jourabchi Hamid Jourabchi's Merrill Lynch Experience 1989 - 2007
Job CEO Thyssen Petroleum
Industry Oil & Energy
Experience
THYSSEN Petroleum December 2010 - Present
Augustus Management June 2009 - Present
Credit Suisse September 2007 - May 2009
Merrill Lynch 1989 - 2007
Skills
Derivatives, Private Equity, Strategy, Asset Management, Equities, Corporate Finance, Business Strategy, Emerging Markets, Investment Banking, Mergers & Acquisitions, Investments, Entrepreneurship, Asset Managment, Petroleum, Business Analysis, Project Management, Venture Capital, Portfolio Management, Change Management, Energy, Valuation, Due Diligence, Exploration Oil and Gas, Project Management, Oil..., Investor Relations, Risk Management, Corporate Development, Trading
Education
London Business School 2001 — 2002
Executive Corporate Finance, Finance and Financial Management Services
University of Colorado at Boulder 1984 — 1998
Business Aministration and Finance, International Finance
THYSSEN Petroleum December 2010 - Present
Augustus Management June 2009 - Present
Credit Suisse September 2007 - May 2009
Merrill Lynch 1989 - 2007
Skills
Derivatives, Private Equity, Strategy, Asset Management, Equities, Corporate Finance, Business Strategy, Emerging Markets, Investment Banking, Mergers & Acquisitions, Investments, Entrepreneurship, Asset Managment, Petroleum, Business Analysis, Project Management, Venture Capital, Portfolio Management, Change Management, Energy, Valuation, Due Diligence, Exploration Oil and Gas, Project Management, Oil..., Investor Relations, Risk Management, Corporate Development, Trading
Education
London Business School 2001 — 2002
Executive Corporate Finance, Finance and Financial Management Services
University of Colorado at Boulder 1984 — 1998
Business Aministration and Finance, International Finance
Bob Geissler Bob Geissler's Merrill Lynch Experience February 1980 - March 2005
Job Vice President & Senior Control Specialist at BNY Mellon CORP. TRUST
Industry Banking
Experience
BNY Mellon December 2013 - May 2015
FDIC September 2009 - December 2013
UBS Wealth Management 2006 - 2009
Prudential Financial 2005 - 2006
Merrill Lynch February 1980 - March 2005
Skills
Analysis, Credit, Financial Risk, Banking, Compliance, Training, Leadership, Mortgage Lending, Risk Control, Financial Services, Asset Management, Auditing, Management, Process Improvement, Insurance, Investments, Accounting, Internal Audit, Securities, Portfolio Management, Risk Management, @Risk
Education
Long Island University, C.W. Post Campus
Bachelor's degree, Economics, 3.0
BNY Mellon December 2013 - May 2015
FDIC September 2009 - December 2013
UBS Wealth Management 2006 - 2009
Prudential Financial 2005 - 2006
Merrill Lynch February 1980 - March 2005
Skills
Analysis, Credit, Financial Risk, Banking, Compliance, Training, Leadership, Mortgage Lending, Risk Control, Financial Services, Asset Management, Auditing, Management, Process Improvement, Insurance, Investments, Accounting, Internal Audit, Securities, Portfolio Management, Risk Management, @Risk
Education
Long Island University, C.W. Post Campus
Bachelor's degree, Economics, 3.0
Eleceann Roe Eleceann Roe's Merrill Lynch Experience March 2008 - July 2011
Job Sales Coordinator/Team Leader at Diligent Delivery Systems
Industry Logistics and Supply Chain
Experience
Diligent Delivery Systems July 2013 - Present
American Airlines Cargo 2012 - July 2013
Firefly Productions Inc July 2011 - September 2012
Merrill Lynch March 2008 - July 2011
Skills
Microsoft Office, Outlook, Concur, Saber, Community Outreach, Asset Managment, Sales Management, Customer Retention, Wealth Management, Mortgage Lending, Commercial Lending, Shipping, Sales, Forecasting, Asset Management, Logistics, Finance, Operations Management, Invoicing, Pricing, Account Management, Contract Negotiation, Training, Supply Chain, Transportation, International Logistics, Budgets, Marketing, Customs Regulations, Air Freight, Freight, Project Planning, Credit, Process Scheduler, CRM, Team Building, Logistics Management, Inventory Management, Management, Process Improvement, Sales Operations, Supply Chain Management, Recruiting, Customer Satisfaction, PowerPoint, Microsoft Word, Leadership, Team Leadership, Freight Forwarding, Microsoft Excel
Education
Lone Star College System
Diligent Delivery Systems July 2013 - Present
American Airlines Cargo 2012 - July 2013
Firefly Productions Inc July 2011 - September 2012
Merrill Lynch March 2008 - July 2011
Skills
Microsoft Office, Outlook, Concur, Saber, Community Outreach, Asset Managment, Sales Management, Customer Retention, Wealth Management, Mortgage Lending, Commercial Lending, Shipping, Sales, Forecasting, Asset Management, Logistics, Finance, Operations Management, Invoicing, Pricing, Account Management, Contract Negotiation, Training, Supply Chain, Transportation, International Logistics, Budgets, Marketing, Customs Regulations, Air Freight, Freight, Project Planning, Credit, Process Scheduler, CRM, Team Building, Logistics Management, Inventory Management, Management, Process Improvement, Sales Operations, Supply Chain Management, Recruiting, Customer Satisfaction, PowerPoint, Microsoft Word, Leadership, Team Leadership, Freight Forwarding, Microsoft Excel
Education
Lone Star College System
Douglas Longo Douglas Longo's Merrill Lynch Experience April 2008 - September 2013
Job Senior Associate Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors March 2014 - Present
UCLA Anderson School of Management 2014 - 2014
Merrill Lynch April 2008 - September 2013
Bear Stearns December 2003 - April 2008
United States Marine Corps August 1995 - August 1999
Skills
Fixed Income, Asset Management, Bloomberg, Series 7, Investments, Bonds, Asset Managment, Securities, Trading, Portfolio Management, Leadership, Emerging Markets, Asset Allocation, Financial Risk, Hedge Funds, Strategy, Equities, Valuation, Financial Modeling, Investment Management, Capital Markets, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
Long Island University, C.W. Post Campus 1999 — 2003
B.S., Finance
Dimensional Fund Advisors March 2014 - Present
UCLA Anderson School of Management 2014 - 2014
Merrill Lynch April 2008 - September 2013
Bear Stearns December 2003 - April 2008
United States Marine Corps August 1995 - August 1999
Skills
Fixed Income, Asset Management, Bloomberg, Series 7, Investments, Bonds, Asset Managment, Securities, Trading, Portfolio Management, Leadership, Emerging Markets, Asset Allocation, Financial Risk, Hedge Funds, Strategy, Equities, Valuation, Financial Modeling, Investment Management, Capital Markets, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
Long Island University, C.W. Post Campus 1999 — 2003
B.S., Finance
Christian Held Christian Held's Merrill Lynch Experience August 2010 - October 2010
Job Analyst at Cale Street Partners
Industry Real Estate
Experience
Cale Street Partners LLP June 2015 - Present
Madison International Realty August 2013 - May 2015
Morgan Stanley September 2011 - December 2011
Allianz November 2010 - January 2011
Merrill Lynch August 2010 - October 2010
Education
London Business School 2012 — 2013
Master of Science (M.Sc.), Business Administration and Management, General
University of Munich 2008 — 2011
Bachelor of Science (B.Sc.), Economics
Universitat Pompeu Fabra 2009 — 2010
Economics
Cale Street Partners LLP June 2015 - Present
Madison International Realty August 2013 - May 2015
Morgan Stanley September 2011 - December 2011
Allianz November 2010 - January 2011
Merrill Lynch August 2010 - October 2010
Education
London Business School 2012 — 2013
Master of Science (M.Sc.), Business Administration and Management, General
University of Munich 2008 — 2011
Bachelor of Science (B.Sc.), Economics
Universitat Pompeu Fabra 2009 — 2010
Economics
Tracy Thomas Tracy Thomas's Merrill Lynch Experience February 1997 - September 1998
Job Commercial, Sales & Rentals in Downtown Manhattan
Industry Real Estate
Experience
Veracity Real Estate management May 2012 - Present
Town Residential March 2013 - December 2013
NycNow Realty a division of Koerner & Associates llc June 2008 - May 2012
Practising Law Institute August 2006 - June 2008
Legg Mason, Stamford, CT March 2006 - June 2006
Light House Mortgage May 2002 - March 2006
Interactive Futures December 2001 - May 2002
Bridge SUN Value Added Reseller Group October 1998 - October 2001
Bridge Information Systems 1998 - 1999
Merrill Lynch February 1997 - September 1998
Skills
Selling, Business Development, Real Estate, Entrepreneurship, Sales, Contract Negotiation, Marketing, New Business Development, Investors, Real Estate Transactions, Social Media, Rentals, Management, Sellers, Negotiation, Referrals, Landlords, Single Family Homes, Leadership, Property, Apartments, Listings, Condos, Relocation, Buyer Representation, Disposition, Short Sales, Investments, Asset Management, Townhomes, Real Estate Development, Tenant, Property Management, Brokerage, Leases, New Home Sales, reality, Antiques, visual arts, Entertainment, Interior Design, Future Trends, Set Decoration, Real Estate Staging, Lighting Design, interior design ideas, Connecting People, Investment Sales, Commercial Real Estate, Luxury Rentals
Education
Parsons School of Design 2013 — 2014
Interior Design, decorative arts
Life Works Open Center 2006 — 2007
life Coach, Certified Life Coach
Long Island University, C.W. Post Campus 1997 — 1999
Bachelor of Science, Bachelor of Science in Business Administration, Major - Management, 01/99
Polytechnic University
Veracity Real Estate management May 2012 - Present
Town Residential March 2013 - December 2013
NycNow Realty a division of Koerner & Associates llc June 2008 - May 2012
Practising Law Institute August 2006 - June 2008
Legg Mason, Stamford, CT March 2006 - June 2006
Light House Mortgage May 2002 - March 2006
Interactive Futures December 2001 - May 2002
Bridge SUN Value Added Reseller Group October 1998 - October 2001
Bridge Information Systems 1998 - 1999
Merrill Lynch February 1997 - September 1998
Skills
Selling, Business Development, Real Estate, Entrepreneurship, Sales, Contract Negotiation, Marketing, New Business Development, Investors, Real Estate Transactions, Social Media, Rentals, Management, Sellers, Negotiation, Referrals, Landlords, Single Family Homes, Leadership, Property, Apartments, Listings, Condos, Relocation, Buyer Representation, Disposition, Short Sales, Investments, Asset Management, Townhomes, Real Estate Development, Tenant, Property Management, Brokerage, Leases, New Home Sales, reality, Antiques, visual arts, Entertainment, Interior Design, Future Trends, Set Decoration, Real Estate Staging, Lighting Design, interior design ideas, Connecting People, Investment Sales, Commercial Real Estate, Luxury Rentals
Education
Parsons School of Design 2013 — 2014
Interior Design, decorative arts
Life Works Open Center 2006 — 2007
life Coach, Certified Life Coach
Long Island University, C.W. Post Campus 1997 — 1999
Bachelor of Science, Bachelor of Science in Business Administration, Major - Management, 01/99
Polytechnic University
Anton Semenovsky's Merrill Lynch Experience October 2002 - December 2007
Job Senior Development Manager at Lending Club
Industry Financial Services
Experience
Lending Club September 2015 - Present
BlackRock December 2007 - August 2015
Merrill Lynch October 2002 - December 2007
Kodak Gallery October 2000 - June 2002
Autodesk 1995 - 2000
Epson Palo Alto Laboratory 1994 - 1995
Edify Corporation 1990 - 1994
Skills
Java, Oracle, Distributed Systems, Spring, Sybase, C++, Hibernate, Trading Systems, Web Services, Weblogic, Unix, JSP, Programming, Software Quality..., Russian, Agile Methodologies, SDLC, Agile Project Management, JBoss Application Server, Swing, TIBCO, French, Portuguese, Software Development, SOA, Java Enterprise Edition, SQL, Scrum, Databases, Management
Education
Lomonosov Moscow State University (MSU) 1983 — 1988
MS, Applied Mathematics
Lending Club September 2015 - Present
BlackRock December 2007 - August 2015
Merrill Lynch October 2002 - December 2007
Kodak Gallery October 2000 - June 2002
Autodesk 1995 - 2000
Epson Palo Alto Laboratory 1994 - 1995
Edify Corporation 1990 - 1994
Skills
Java, Oracle, Distributed Systems, Spring, Sybase, C++, Hibernate, Trading Systems, Web Services, Weblogic, Unix, JSP, Programming, Software Quality..., Russian, Agile Methodologies, SDLC, Agile Project Management, JBoss Application Server, Swing, TIBCO, French, Portuguese, Software Development, SOA, Java Enterprise Edition, SQL, Scrum, Databases, Management
Education
Lomonosov Moscow State University (MSU) 1983 — 1988
MS, Applied Mathematics
Dean Moberg Dean Moberg's Merrill Lynch Experience June 1983 - December 1984
Job President at Sound Trust Wealth Advisors, LLC
Industry Financial Services
Experience
Sound Trust Wealth Advisors, LLC December 2004 - Present
UBS Wealth Management February 1994 - December 2004
Advest, Inc. December 1984 - February 1994
Merrill Lynch June 1983 - December 1984
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Wealth Management..., Financial Services, Retirement Planning, Investments, Portfolio Management, Wealth, Fixed Income, Due Diligence, Options, Investment Advisory, Securities, Retirement, Investment Management, Finance, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Series 63, Mutual Funds, Asset Management, Hedge Funds
Education
Long Island University, C.W. Post Campus 1980 — 1982
B.B.S., Finance and Management Major with Economics Concentration
State University of New York College at Plattsburgh 1978 — 1980
Management and Economics
Sound Trust Wealth Advisors, LLC December 2004 - Present
UBS Wealth Management February 1994 - December 2004
Advest, Inc. December 1984 - February 1994
Merrill Lynch June 1983 - December 1984
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Wealth Management..., Financial Services, Retirement Planning, Investments, Portfolio Management, Wealth, Fixed Income, Due Diligence, Options, Investment Advisory, Securities, Retirement, Investment Management, Finance, Alternative Investments, Series 7, Asset Allocation, Investment Strategies, Series 63, Mutual Funds, Asset Management, Hedge Funds
Education
Long Island University, C.W. Post Campus 1980 — 1982
B.B.S., Finance and Management Major with Economics Concentration
State University of New York College at Plattsburgh 1978 — 1980
Management and Economics
Thomas J. Melillo Thomas J. Melillo's Merrill Lynch Experience May 2008 - May 2010
Job Senior Director, Finance Information Technology CFO
Industry Insurance
Experience
AIG April 2012 - Present
AIG April 2011 - April 2012
AIG May 2010 - June 2011
Merrill Lynch May 2008 - May 2010
Merrill Lynch March 2006 - May 2008
Merrill Lynch February 2003 - March 2006
Merrill Lynch July 2000 - February 2003
Merrill Lynch July 1997 - July 2000
Merrill Lynch July 1995 - July 1997
Merrill Lynch May 1994 - July 1995
Skills
Financial Analysis, Forecasting, Financial Reporting, Finance, Strategy, Internal Controls, Analysis, Budgets, Accounting, Management, Governance, Financial Modeling, Enterprise Software, Consolidation, Strategic Financial...
Education
Long Island University, C.W. Post Campus 1990 — 1995
MBA, Finance
State University of New York College at Oswego 1980 — 1982
Bachelor of Business Administration, Finance
AIG April 2012 - Present
AIG April 2011 - April 2012
AIG May 2010 - June 2011
Merrill Lynch May 2008 - May 2010
Merrill Lynch March 2006 - May 2008
Merrill Lynch February 2003 - March 2006
Merrill Lynch July 2000 - February 2003
Merrill Lynch July 1997 - July 2000
Merrill Lynch July 1995 - July 1997
Merrill Lynch May 1994 - July 1995
Skills
Financial Analysis, Forecasting, Financial Reporting, Finance, Strategy, Internal Controls, Analysis, Budgets, Accounting, Management, Governance, Financial Modeling, Enterprise Software, Consolidation, Strategic Financial...
Education
Long Island University, C.W. Post Campus 1990 — 1995
MBA, Finance
State University of New York College at Oswego 1980 — 1982
Bachelor of Business Administration, Finance
Kate Etinger Kate Etinger's Merrill Lynch Experience August 2000 - November 2002
Job Head of Human Resources at Bank Leumi USA
Industry Financial Services
Experience
Bank Leumi USA June 2014 - Present
Fiserv October 2013 - May 2014
Citi March 2012 - October 2013
Citi September 2008 - August 2011
Citi October 2004 - September 2008
Knight Equity Markets November 2002 - November 2004
Merrill Lynch August 2000 - November 2002
Republic National Bank July 1997 - August 2000
Skills
Succession Planning, Incentive Programs, Change Management, Process Improvement, Planning, Talent Management, Leadership, Project Planning, Organizational..., Personnel Management, Employee Engagement, Deferred Compensation, Organizational..., Performance Management, Strategy, Strategic Human..., Strategic HR, Employee Benefits, Human Resources, Management, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2008
Executive Master's, HR Leadership
Long Island University, Brooklyn Campus 1994 — 1998
Bachelors of Arts Cum Laude, Psychology
Bank Leumi USA June 2014 - Present
Fiserv October 2013 - May 2014
Citi March 2012 - October 2013
Citi September 2008 - August 2011
Citi October 2004 - September 2008
Knight Equity Markets November 2002 - November 2004
Merrill Lynch August 2000 - November 2002
Republic National Bank July 1997 - August 2000
Skills
Succession Planning, Incentive Programs, Change Management, Process Improvement, Planning, Talent Management, Leadership, Project Planning, Organizational..., Personnel Management, Employee Engagement, Deferred Compensation, Organizational..., Performance Management, Strategy, Strategic Human..., Strategic HR, Employee Benefits, Human Resources, Management, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2008
Executive Master's, HR Leadership
Long Island University, Brooklyn Campus 1994 — 1998
Bachelors of Arts Cum Laude, Psychology
Nicola Ellis's Merrill Lynch Experience July 2010 - December 2012
Job Owner/Instructor at GO Pilates and Barre
Industry Health, Wellness and Fitness
Experience
GO Pilates and Barre June 2014 - Present
AIG December 2012 - June 2014
Merrill Lynch July 2010 - December 2012
BG North America April 2005 - June 2010
Heidrick & Struggles November 1999 - April 2005
Skills
Talent Management, Talent Acquisition, Recruiting, Performance Management, Succession Planning, Employee Relations, Human Resources, Executive Search, Technical Recruiting, Organizational..., Workforce Planning, Coaching, Employee Engagement, Leadership Development, Onboarding
Education
London Metropolitan University 2001 — 2003
MA
University of Wollongong 1993 — 1997
BSc
GO Pilates and Barre June 2014 - Present
AIG December 2012 - June 2014
Merrill Lynch July 2010 - December 2012
BG North America April 2005 - June 2010
Heidrick & Struggles November 1999 - April 2005
Skills
Talent Management, Talent Acquisition, Recruiting, Performance Management, Succession Planning, Employee Relations, Human Resources, Executive Search, Technical Recruiting, Organizational..., Workforce Planning, Coaching, Employee Engagement, Leadership Development, Onboarding
Education
London Metropolitan University 2001 — 2003
MA
University of Wollongong 1993 — 1997
BSc
Pamela Elcan's Merrill Lynch Experience August 2003 - September 2005
Job Vice President at Elcan Wealth Consulting A Division of ClearPoint Capital
Industry Financial Services
Experience
Elcan Wealth Consulting- A Division of ClearPoint Capital August 2014 - Present
Wells Fargo Advisors, LLC December 2009 - August 2014
UBS Financial Services September 2005 - December 2009
Merrill Lynch August 2003 - September 2005
Skills
Series 7, Retirement Planning, Investment Strategies, Mutual Funds, Series 63, FINRA
Education
Lipscomb University 1998 — 2001
Bachelor of Science, Biology/Chemistry
Elcan Wealth Consulting- A Division of ClearPoint Capital August 2014 - Present
Wells Fargo Advisors, LLC December 2009 - August 2014
UBS Financial Services September 2005 - December 2009
Merrill Lynch August 2003 - September 2005
Skills
Series 7, Retirement Planning, Investment Strategies, Mutual Funds, Series 63, FINRA
Education
Lipscomb University 1998 — 2001
Bachelor of Science, Biology/Chemistry
Leroy Newton Leroy Newton's Merrill Lynch Experience June 1981 - October 1995
Job Financial Advisor / Vice President at Strategic Planning & Investment Advisors, Ameriprise Financial, Inc.
Industry Financial Services
Experience
A Financial Advisory Practice of Ameriprise Financial, Inc. December 2014 - Present
RBC Wealth Management October 1995 - December 2014
Merrill Lynch June 1981 - October 1995
Education
Northwest Outward Bound School 1974 — 1974
Wilderness Survival & Motivation Training
Portland State University 1973 — 1974
English Language and Literature/Letters
Linfield College 1967 — 1971
Bachelor of Science (BS), English
A Financial Advisory Practice of Ameriprise Financial, Inc. December 2014 - Present
RBC Wealth Management October 1995 - December 2014
Merrill Lynch June 1981 - October 1995
Education
Northwest Outward Bound School 1974 — 1974
Wilderness Survival & Motivation Training
Portland State University 1973 — 1974
English Language and Literature/Letters
Linfield College 1967 — 1971
Bachelor of Science (BS), English
Jesse Morgan Jesse Morgan's Merrill Lynch Experience April 1997 - April 1998
Job Sr. Product Manager / Director / Electronic Trading and eDistribution
Industry Capital Markets
Experience
ICAP June 2014 - Present
Citigroup Global Markets, Inc. January 2010 - November 2013
Citigroup Global Markets, Inc. February 2002 - December 2012
Citigroup Global Markets, Inc. January 2009 - December 2010
Citigroup Global Markets, Inc. October 2008 - December 2009
Citigroup Global Markets, Inc. January 2000 - October 2008
Salomon Smith Barney, Inc. April 1999 - December 1999
Merrill Lynch April 1997 - April 1998
Freelance Film and Video Production January 1993 - April 1997
Skills
Electronic Trading, Trading Systems, Product Management, Product Development, E-commerce, Derivatives, Fixed Income, Financial Markets, Bonds, Securities, Business Analysis, Investment Banking, Business Strategy, Business Process..., Contract Negotiation, New Business Development, Team Leadership, User Interface Design, Dodd-Frank, Equities, Series 63, ETFs, Emerging Markets, Technical Liaison, Marketing, Series 7, Web Development, Startup Development, Innovation, User Experience, Workflow, Collaboration, Partnerships, Project Based, Creativity, Business Efficiency, Globalization, Internalization, Operational Planning, Data-driven, User Training, Compliance, Syndicate, Video Production, Film Production, CDS, Prime Brokerage, Trading, Market Data, Strategy
Education
Northeastern University 1987 — 1990
Bachelor of Arts (BA), Sociology
Universidad de Sevilla 1988 — 1989
Junior year abroad, Spanish Language and Literature
University of Oregon 1986 — 1987
LIU Post 1985 — 1986
ICAP June 2014 - Present
Citigroup Global Markets, Inc. January 2010 - November 2013
Citigroup Global Markets, Inc. February 2002 - December 2012
Citigroup Global Markets, Inc. January 2009 - December 2010
Citigroup Global Markets, Inc. October 2008 - December 2009
Citigroup Global Markets, Inc. January 2000 - October 2008
Salomon Smith Barney, Inc. April 1999 - December 1999
Merrill Lynch April 1997 - April 1998
Freelance Film and Video Production January 1993 - April 1997
Skills
Electronic Trading, Trading Systems, Product Management, Product Development, E-commerce, Derivatives, Fixed Income, Financial Markets, Bonds, Securities, Business Analysis, Investment Banking, Business Strategy, Business Process..., Contract Negotiation, New Business Development, Team Leadership, User Interface Design, Dodd-Frank, Equities, Series 63, ETFs, Emerging Markets, Technical Liaison, Marketing, Series 7, Web Development, Startup Development, Innovation, User Experience, Workflow, Collaboration, Partnerships, Project Based, Creativity, Business Efficiency, Globalization, Internalization, Operational Planning, Data-driven, User Training, Compliance, Syndicate, Video Production, Film Production, CDS, Prime Brokerage, Trading, Market Data, Strategy
Education
Northeastern University 1987 — 1990
Bachelor of Arts (BA), Sociology
Universidad de Sevilla 1988 — 1989
Junior year abroad, Spanish Language and Literature
University of Oregon 1986 — 1987
LIU Post 1985 — 1986
Derrick Clouser Derrick Clouser's Merrill Lynch Experience 1996 - 2001
Job Principal at Encompass Wealth Advisors
Industry Financial Services
Experience
Encompass Wealth Advisors July 2014 - Present
Morgan Stanley June 2008 - July 2014
UBS 2001 - 2008
Merrill Lynch 1996 - 2001
U.S. Bank 1991 - 1996
Education
Linfield College
Encompass Wealth Advisors July 2014 - Present
Morgan Stanley June 2008 - July 2014
UBS 2001 - 2008
Merrill Lynch 1996 - 2001
U.S. Bank 1991 - 1996
Education
Linfield College
Isabelle Sagra's Merrill Lynch Experience July 2000 - October 2002
Job Marketing Manager at Thomson Reuters New York
Industry Financial Services
Experience
Thomson Reuters May 2012 - Present
Thomson Reuters August 2008 - May 2012
Thomson Reuters September 2004 - July 2008
Goldman Sachs October 2002 - August 2004
Merrill Lynch July 2000 - October 2002
Skills
Electronic Trading, Equities, Trading, Investment Banking, Bloomberg, Marketing Communications, Sales, Account Management, Training Delivery, Spanish, Financial Markets, Volunteer Management, Event Planning, Corporate Social..., Product Management
Education
Liverpool John Moores University 1994 — 1998
BA 2.1, European Studies and Spanish
Thomson Reuters May 2012 - Present
Thomson Reuters August 2008 - May 2012
Thomson Reuters September 2004 - July 2008
Goldman Sachs October 2002 - August 2004
Merrill Lynch July 2000 - October 2002
Skills
Electronic Trading, Equities, Trading, Investment Banking, Bloomberg, Marketing Communications, Sales, Account Management, Training Delivery, Spanish, Financial Markets, Volunteer Management, Event Planning, Corporate Social..., Product Management
Education
Liverpool John Moores University 1994 — 1998
BA 2.1, European Studies and Spanish
Matthew Wickesberg Matthew Wickesberg's Merrill Lynch Experience 1995 - 1997
Job Chief Financial Officer at Hooters of America
Industry Restaurants
Experience
Hooters of America March 2011 - Present
Z'Tejas 2005 - April 2011
GE Capital 2004 - 2005
Main Street Restaurant Group June 2000 - 2004
PricewaterhouseCoopers August 1997 - May 2000
Merrill Lynch 1995 - 1997
Skills
Mergers, Due Diligence, Loans, Restructuring, SEC filings, Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Corporate Development, Finance, Financial Reporting, Strategic Financial..., Risk Management, Mergers & Acquisitions, Leadership, Private Equity, Process Improvement, International Business, Management, Sales, Business Strategy, Strategy, Venture Capital, Budgets, Management Consulting, Investments, Cash Flow, Accounting, Executive Management, Portfolio Management, Credit, Business Planning, Negotiation, Analysis, Financial Planning
Education
Thunderbird School of Global Management 2009 — 2011
Executive MBA, Global Management
London Business School 1997 — 1997
Summer Capstone Program, International Business
Oklahoma State University 1993 — 1997
BS, Finance, International Business
Hooters of America March 2011 - Present
Z'Tejas 2005 - April 2011
GE Capital 2004 - 2005
Main Street Restaurant Group June 2000 - 2004
PricewaterhouseCoopers August 1997 - May 2000
Merrill Lynch 1995 - 1997
Skills
Mergers, Due Diligence, Loans, Restructuring, SEC filings, Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Corporate Development, Finance, Financial Reporting, Strategic Financial..., Risk Management, Mergers & Acquisitions, Leadership, Private Equity, Process Improvement, International Business, Management, Sales, Business Strategy, Strategy, Venture Capital, Budgets, Management Consulting, Investments, Cash Flow, Accounting, Executive Management, Portfolio Management, Credit, Business Planning, Negotiation, Analysis, Financial Planning
Education
Thunderbird School of Global Management 2009 — 2011
Executive MBA, Global Management
London Business School 1997 — 1997
Summer Capstone Program, International Business
Oklahoma State University 1993 — 1997
BS, Finance, International Business
Caroll Stoner Caroll Stoner's Merrill Lynch Experience September 1985 - May 1989
Job Inventor/CEO
Industry Marketing and Advertising
Experience
Stoner Innovations, Inc. December 2000 - Present
Stationery Express September 1992 - December 2000
Miller, Anderson & Sherrerd August 1991 - January 1993
Summit Healthcare Solutions May 1989 - May 1991
Merrill Lynch September 1985 - May 1989
Skills
Marketing Strategy, Strategic Planning, Advertising, Social Networking, Marketing Communications, New Business Development, Marketing Research, Business Strategy, Public Speaking, Sales Management, Event Management, Event Planning, Project Management, Public Relations
Education
Eastern University 1983 — 1985
Bachelor of Science (B.S.), Business Adminstration
Lock Haven University of Pennsylvania
Stoner Innovations, Inc. December 2000 - Present
Stationery Express September 1992 - December 2000
Miller, Anderson & Sherrerd August 1991 - January 1993
Summit Healthcare Solutions May 1989 - May 1991
Merrill Lynch September 1985 - May 1989
Skills
Marketing Strategy, Strategic Planning, Advertising, Social Networking, Marketing Communications, New Business Development, Marketing Research, Business Strategy, Public Speaking, Sales Management, Event Management, Event Planning, Project Management, Public Relations
Education
Eastern University 1983 — 1985
Bachelor of Science (B.S.), Business Adminstration
Lock Haven University of Pennsylvania
Eileen Stephenson Eileen Stephenson's Merrill Lynch Experience 1997 - 2006
Job Internal Audit at Cenlar FSB
Industry Financial Services
Experience
BlackRock October 2006 - May 2012
Merrill Lynch 1997 - 2006
Long Island Lighting Company 1988 - 1997
Skills
IT Audit, Project Management, Series 7, Capital Budgeting, Operating Budget, Training, Vendor Management Skills, Internal Audit, SOX Compliancy, Negotiation, Risk and Control..., Six Sigma Greenbelt, Building Relationships, CISA, Auditing, Finance, Six Sigma, Operating Budgets, Internal Controls, Vendor Management, Disaster Recovery, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Financial Services, Business Analysis
Education
LIU Post
MS, Information Systems
Saint John's University
BS, Finance
BlackRock October 2006 - May 2012
Merrill Lynch 1997 - 2006
Long Island Lighting Company 1988 - 1997
Skills
IT Audit, Project Management, Series 7, Capital Budgeting, Operating Budget, Training, Vendor Management Skills, Internal Audit, SOX Compliancy, Negotiation, Risk and Control..., Six Sigma Greenbelt, Building Relationships, CISA, Auditing, Finance, Six Sigma, Operating Budgets, Internal Controls, Vendor Management, Disaster Recovery, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Financial Services, Business Analysis
Education
LIU Post
MS, Information Systems
Saint John's University
BS, Finance
Vamshi Kothur Vamshi Kothur's Merrill Lynch Experience July 2006 - December 2008
Job Vice President at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
MUFG Union Bank N.A May 2012 - Present
Barclays Capital January 2010 - July 2012
News Corporation 2008 - 2010
Merrill Lynch July 2006 - December 2008
Skills
Mobile Applications, Silverlight, .NET, C#, SSIS, Business Intelligence, ETL, Data Warehousing, SharePoint, Informatica, OLAP, iOS development, Analysis Services, Data Marts, Trading, Business Analysis, WCF, Oracle, ASP.NET, Agile Methodologies, Microsoft SQL Server
Education
LIU Brooklyn 2002 — 2004
MS, CIS
HPS 1986 — 1998
High School
MUFG Union Bank N.A May 2012 - Present
Barclays Capital January 2010 - July 2012
News Corporation 2008 - 2010
Merrill Lynch July 2006 - December 2008
Skills
Mobile Applications, Silverlight, .NET, C#, SSIS, Business Intelligence, ETL, Data Warehousing, SharePoint, Informatica, OLAP, iOS development, Analysis Services, Data Marts, Trading, Business Analysis, WCF, Oracle, ASP.NET, Agile Methodologies, Microsoft SQL Server
Education
LIU Brooklyn 2002 — 2004
MS, CIS
HPS 1986 — 1998
High School
Dan Sauerhoff, CPA Dan Sauerhoff, CPA's Merrill Lynch Experience June 2011 - August 2011
Job Financial Analyst at The Blackstone Group
Industry Accounting
Experience
The Blackstone Group September 2015 - Present
Pricewaterhouse Coopers LLP September 2013 - September 2015
Allsaints LTD February 2012 - September 2013
Long Island University September 2012 - May 2013
PwC June 2012 - August 2012
ARC October 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Zelin, & Associates Consulting LLC February 2011 - May 2011
Skills
Accounting, Mathematics, Tax, Analysis, Quickbooks, Bank Reconciliation, Finance, Assurance, Auditing, Financial Analysis, QuickBooks, Internal Controls, Due Diligence, Strategic Financial..., Microsoft Excel, US GAAP, Account Reconciliation, Financial Accounting, Accounts Receivable, Outlook, PowerPoint, Corporate Finance, Financial Reporting, Access, CPA, Microsoft Word, Time Management, General Ledger, Financial Modeling, Spreadsheets, Market Research, Financial Statements, Internal Audit, Accounts Payable, Payroll
Education
Long Island University, Brooklyn Campus 2008 — 2013
M.S. Accounting & B.S. Finance
The Blackstone Group September 2015 - Present
Pricewaterhouse Coopers LLP September 2013 - September 2015
Allsaints LTD February 2012 - September 2013
Long Island University September 2012 - May 2013
PwC June 2012 - August 2012
ARC October 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Zelin, & Associates Consulting LLC February 2011 - May 2011
Skills
Accounting, Mathematics, Tax, Analysis, Quickbooks, Bank Reconciliation, Finance, Assurance, Auditing, Financial Analysis, QuickBooks, Internal Controls, Due Diligence, Strategic Financial..., Microsoft Excel, US GAAP, Account Reconciliation, Financial Accounting, Accounts Receivable, Outlook, PowerPoint, Corporate Finance, Financial Reporting, Access, CPA, Microsoft Word, Time Management, General Ledger, Financial Modeling, Spreadsheets, Market Research, Financial Statements, Internal Audit, Accounts Payable, Payroll
Education
Long Island University, Brooklyn Campus 2008 — 2013
M.S. Accounting & B.S. Finance
Joe Zenkus Joe Zenkus's Merrill Lynch Experience 2007 - 2008
Job Senior Director, Worldwide Business Development at Pfizer
Industry Pharmaceuticals
Experience
Pfizer December 2014 - Present
Mylan 2014 - September 2014
Mylan 2011 - September 2014
Mylan 2010 - September 2014
Mylan 2009 - September 2014
Mylan 2009 - September 2014
Sarepta Therapeutics 2014 - 2014
Merrill Lynch 2007 - 2008
JPMorgan Chase 2006 - 2007
GE Healthcare 2006 - 2006
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Market Analysis, Business Development, Lifesciences, Mergers, Corporate Finance, Product Launch, Competitive Analysis, Biotechnology, Corporate Development, Strategy, Pharmaceutical Industry, Start-ups, Healthcare, Cross-functional Team..., Strategic Planning, Market Research, Business Strategy, Licensing, Acquisition Integration, Technology Transfer, Venture Capital, Senior Executive..., Commerical Transactions, Negotiation, Process Integration, Business Valuation, Sales, Reorganisation, Global Alliance..., Interpersonal...
Education
London Business School
Master of Business Administration (MBA)
University of Massachusetts at Lowell 1994 — 2000
Master of Science (M.Sc.)
University of Massachusetts Lowell
Bachelor of Science (BS)
Pfizer December 2014 - Present
Mylan 2014 - September 2014
Mylan 2011 - September 2014
Mylan 2010 - September 2014
Mylan 2009 - September 2014
Mylan 2009 - September 2014
Sarepta Therapeutics 2014 - 2014
Merrill Lynch 2007 - 2008
JPMorgan Chase 2006 - 2007
GE Healthcare 2006 - 2006
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Market Analysis, Business Development, Lifesciences, Mergers, Corporate Finance, Product Launch, Competitive Analysis, Biotechnology, Corporate Development, Strategy, Pharmaceutical Industry, Start-ups, Healthcare, Cross-functional Team..., Strategic Planning, Market Research, Business Strategy, Licensing, Acquisition Integration, Technology Transfer, Venture Capital, Senior Executive..., Commerical Transactions, Negotiation, Process Integration, Business Valuation, Sales, Reorganisation, Global Alliance..., Interpersonal...
Education
London Business School
Master of Business Administration (MBA)
University of Massachusetts at Lowell 1994 — 2000
Master of Science (M.Sc.)
University of Massachusetts Lowell
Bachelor of Science (BS)
Kai Derebey Kai Derebey's Merrill Lynch Experience June 2004 - June 2011
Job
Industry Financial Services
Experience
Merrill Lynch June 2004 - June 2011
Volt Technical Services / Activision Inc. August 2003 - June 2004
S.A.M.97 IT Consulting (Systems Application Management) / Investitions Bank Berlin December 2001 - June 2002
Bundeswehr - German Military Service July 1997 - May 1998
Skills
Mobius (M-Search), Bloomberg Terminal, Thompson One, FinanceWare, APL Trading (Fiserv), Salesforce.com, Windows, Outlook, Microsoft Office, Web Design
Education
London Guildhall University
B.A. (Honors), Business Administration
John F. Kennedy German American School
German Abitur
Merrill Lynch June 2004 - June 2011
Volt Technical Services / Activision Inc. August 2003 - June 2004
S.A.M.97 IT Consulting (Systems Application Management) / Investitions Bank Berlin December 2001 - June 2002
Bundeswehr - German Military Service July 1997 - May 1998
Skills
Mobius (M-Search), Bloomberg Terminal, Thompson One, FinanceWare, APL Trading (Fiserv), Salesforce.com, Windows, Outlook, Microsoft Office, Web Design
Education
London Guildhall University
B.A. (Honors), Business Administration
John F. Kennedy German American School
German Abitur
Toni A Bennett's Merrill Lynch Experience 1999 - 2002
Job Executive Assistant at Cheniere Energy
Industry Oil & Energy
Experience
Premier Designs September 2010 - Present
Cheniere Energy November 2007 - Present
Aim American Mortgage 2004 - 2006
Amegy Bank 2004 - 2005
Statewide Morgtage and Lending 2002 - 2004
Merrill Lynch 1999 - 2002
Morgan Stanley / Dean Witter 1993 - 1998
Skills
Office Management, Microsoft Excel, Outlook
Education
Lone Star College System
Business Administrative Support Specialist
Waltrip High School
Champions School of Real Estate 2005 — 2006
Mortgage Loan Officer
Premier Designs September 2010 - Present
Cheniere Energy November 2007 - Present
Aim American Mortgage 2004 - 2006
Amegy Bank 2004 - 2005
Statewide Morgtage and Lending 2002 - 2004
Merrill Lynch 1999 - 2002
Morgan Stanley / Dean Witter 1993 - 1998
Skills
Office Management, Microsoft Excel, Outlook
Education
Lone Star College System
Business Administrative Support Specialist
Waltrip High School
Champions School of Real Estate 2005 — 2006
Mortgage Loan Officer
David Graham David Graham's Merrill Lynch Experience 1993 - 1996
Job Senior International Finance Executive
Industry Financial Services
Experience
Standard Chartered Bank 2010 - 2014
Standard Chartered Bank 2008 - 2010
Standard Chartered Bank 2007 - 2008
Tesco International Sourcing 2004 - 2007
Tesco 2003 - 2004
Citigroup 1996 - 2003
Merrill Lynch 1993 - 1996
Prudential PLC 1990 - 1993
Skills
Finance, Performance Management, Offshore Outsourcing, Finance Transformation, Project Management, Operational Excellence, IT Financial Management, Leadership, Shared Services, Process Improvement, Cost Management
Education
London Business School 2001 — 2003
MBA
University of Liverpool 1987 — 1990
BA Hons, Geography
University of Oxford - Said Business School
Executive Education
Standard Chartered Bank 2010 - 2014
Standard Chartered Bank 2008 - 2010
Standard Chartered Bank 2007 - 2008
Tesco International Sourcing 2004 - 2007
Tesco 2003 - 2004
Citigroup 1996 - 2003
Merrill Lynch 1993 - 1996
Prudential PLC 1990 - 1993
Skills
Finance, Performance Management, Offshore Outsourcing, Finance Transformation, Project Management, Operational Excellence, IT Financial Management, Leadership, Shared Services, Process Improvement, Cost Management
Education
London Business School 2001 — 2003
MBA
University of Liverpool 1987 — 1990
BA Hons, Geography
University of Oxford - Said Business School
Executive Education
Lawrence Pecker Lawrence Pecker's Merrill Lynch Experience June 2002 - June 2005
Job Director, US Bank Regulatory Reporting at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2009 - Present
JP Morgan March 2008 - November 2009
Bears Stearns June 2005 - March 2008
Merrill Lynch June 2002 - June 2005
Goldman Sachs February 1987 - July 2002
Skills
Hedge Funds, Capital Markets, Sybase, Integration, Product Management, Business Development, Back Office, Investment Banking, IT Strategy, Leadership, Negotiation, Financial Markets, Prime Brokerage, Project Management, Management, Budgets, Trading, Strategy, Bloomberg, Software Development, Equities, Middle Office, Relationship Management, Business Strategy, Financial Services
Education
University of Florida 1980 — 1985
BS Engineering, Computer Science
London Business School 2011 — 2013
Executive Leadership and Strategy
Deutsche Bank November 2009 - Present
JP Morgan March 2008 - November 2009
Bears Stearns June 2005 - March 2008
Merrill Lynch June 2002 - June 2005
Goldman Sachs February 1987 - July 2002
Skills
Hedge Funds, Capital Markets, Sybase, Integration, Product Management, Business Development, Back Office, Investment Banking, IT Strategy, Leadership, Negotiation, Financial Markets, Prime Brokerage, Project Management, Management, Budgets, Trading, Strategy, Bloomberg, Software Development, Equities, Middle Office, Relationship Management, Business Strategy, Financial Services
Education
University of Florida 1980 — 1985
BS Engineering, Computer Science
London Business School 2011 — 2013
Executive Leadership and Strategy
Andy Barry Andy Barry's Merrill Lynch Experience May 2010 - Present
Job Senior Business Analyst at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2010 - Present
Merrill Lynch June 2009 - May 2010
Bank of New York Mellon December 2003 - January 2009
Liquidity Mart, Inc March 2003 - November 2003
JPMorgan Chase November 1989 - December 2002
Education
London South Bank University 1980 — 1981
H.N.C., Computer Science
Merrill Lynch May 2010 - Present
Merrill Lynch June 2009 - May 2010
Bank of New York Mellon December 2003 - January 2009
Liquidity Mart, Inc March 2003 - November 2003
JPMorgan Chase November 1989 - December 2002
Education
London South Bank University 1980 — 1981
H.N.C., Computer Science
Noel Chandonnet, Jr.'s Merrill Lynch Experience 1981 - 1985
Job Managing Director, Institutional Investor Channel, JJ Kenny/ Dealerweb
Industry Financial Services
Experience
J.J. Kenny Drake July 2008 - Present
XL Capital Assurance 2002 - March 2008
Citibank-Orbian Venture 2000 - 2002
MBIA 1984 - 1998
Merrill Lynch 1981 - 1985
Skills
Marketing, Fixed Income, Capital Markets, Investor Relations, Business Development, Trading, Public Finance, Roadshows, Securities, Financial Modeling, Securitization, Structured Finance, Valuation
Education
Monmouth University 1978 — 1981
B.S., Psychology
LIU Post
J.J. Kenny Drake July 2008 - Present
XL Capital Assurance 2002 - March 2008
Citibank-Orbian Venture 2000 - 2002
MBIA 1984 - 1998
Merrill Lynch 1981 - 1985
Skills
Marketing, Fixed Income, Capital Markets, Investor Relations, Business Development, Trading, Public Finance, Roadshows, Securities, Financial Modeling, Securitization, Structured Finance, Valuation
Education
Monmouth University 1978 — 1981
B.S., Psychology
LIU Post
John Mulholland John Mulholland's Merrill Lynch Experience 1999 - 2005
Job Managing Director, Head of DTG Data Management at DTG Consulting Solutions Inc.
Industry Financial Services
Experience
DTG Consulting Solutions Inc. November 2014 - Present
Information Governance Strategies, LLC 2013 - Present
Adaptive Inc 2012 - October 2013
Fannie Mae 2010 - July 2012
RBC 2006 - 2010
Merrill Lynch 1999 - 2005
Merrill Lynch January 1990 - June 1998
Skills
Data Management, Business and Data..., Data Governance, Risk Management, Data Quality, Data Integration, Chief Data Officer, Data Architecture, Business Intelligence, Data Warehousing, Reference Data, Business Analysis, Vendor Management, Requirements Analysis, SDLC, Project Management
Education
Long Island University, Brooklyn Campus
Master of Business Administration (M.B.A.), Finance, General
Marist College
Bachelor of Arts (BA), Business Administration and Management, General
DTG Consulting Solutions Inc. November 2014 - Present
Information Governance Strategies, LLC 2013 - Present
Adaptive Inc 2012 - October 2013
Fannie Mae 2010 - July 2012
RBC 2006 - 2010
Merrill Lynch 1999 - 2005
Merrill Lynch January 1990 - June 1998
Skills
Data Management, Business and Data..., Data Governance, Risk Management, Data Quality, Data Integration, Chief Data Officer, Data Architecture, Business Intelligence, Data Warehousing, Reference Data, Business Analysis, Vendor Management, Requirements Analysis, SDLC, Project Management
Education
Long Island University, Brooklyn Campus
Master of Business Administration (M.B.A.), Finance, General
Marist College
Bachelor of Arts (BA), Business Administration and Management, General
John Tomeo's Merrill Lynch Experience 1983 - 1997
Job Managing DirectorCapital Markets and Hedge Fund Marketing
Industry Financial Services
Experience
Liberty SBF June 2014 - April 2015
Angel Oak Capital Advisors, LLC August 2012 - January 2014
Treesdale Partners March 2010 - March 2012
Duncan-Williams, Inc. January 2009 - March 2010
RBS Greenwich Capital 1997 - 2008
Merrill Lynch 1983 - 1997
Skills
Capital Markets, Series 7, Hedge Funds, Fixed Income, Investor Relations, Structured Products, Bloomberg, Securities, CMBS, Credit Derivatives, MBS, Portfolio Management, Structured Finance, Investments, Institutional..., Mutual Funds, ABS, Financial Services
Education
Pace University - Lubin School of Business 1985 — 1988
MBA, Banking & Finance
Long Island University, C.W. Post Campus 1982 — 1984
BS, Accounting
Liberty SBF June 2014 - April 2015
Angel Oak Capital Advisors, LLC August 2012 - January 2014
Treesdale Partners March 2010 - March 2012
Duncan-Williams, Inc. January 2009 - March 2010
RBS Greenwich Capital 1997 - 2008
Merrill Lynch 1983 - 1997
Skills
Capital Markets, Series 7, Hedge Funds, Fixed Income, Investor Relations, Structured Products, Bloomberg, Securities, CMBS, Credit Derivatives, MBS, Portfolio Management, Structured Finance, Investments, Institutional..., Mutual Funds, ABS, Financial Services
Education
Pace University - Lubin School of Business 1985 — 1988
MBA, Banking & Finance
Long Island University, C.W. Post Campus 1982 — 1984
BS, Accounting
Chloe Greer's Merrill Lynch Experience February 2011 - February 2012
Job Administrative Assistant at Sewell Automotive Companies
Industry Automotive
Experience
Sewell Automotive Companies June 2015 - Present
Private Family June 2011 - June 2015
Harrison Electropolishing November 2013 - July 2014
Affordable Fleet Services October 2012 - August 2013
Merrill Lynch February 2011 - February 2012
SplashTown Waterpark June 2007 - June 2010
Skills
Account Management, Bookkeeping, Communication, Customer Service, Logistics, Microsoft Office, Networking, Office Administration, Leadership, Time Management, Invoicing, Accounting, Human Resources
Education
Lone Star College System 2009 — 2015
Associate of Arts (AA), Communications
Sewell Automotive Companies June 2015 - Present
Private Family June 2011 - June 2015
Harrison Electropolishing November 2013 - July 2014
Affordable Fleet Services October 2012 - August 2013
Merrill Lynch February 2011 - February 2012
SplashTown Waterpark June 2007 - June 2010
Skills
Account Management, Bookkeeping, Communication, Customer Service, Logistics, Microsoft Office, Networking, Office Administration, Leadership, Time Management, Invoicing, Accounting, Human Resources
Education
Lone Star College System 2009 — 2015
Associate of Arts (AA), Communications
Joyce Bershader Joyce Bershader's Merrill Lynch Experience February 1980 - April 1982
Job Tax Matters, Personal Financial Consulting, Real Estate Finance & Management, Accounting Administration, Cash Flow;Seeki
Industry Financial Services
Experience
Freelance Consultant September 1986 - 2014
Elected Offices and Philanthropy 1986 - 2004
General Growth Properties April 1982 - October 1985
Merrill Lynch February 1980 - April 1982
Universal Music Group February 1977 - February 1980
Skills
Contract Negotiation, Accounting, Real Estate, Due Diligence, Budgets, Investments, Licensing, Mediation, Mergers & Acquisitions, Start-ups, Financial Analysis, Forecasting, Strategic Planning, Finance, Entertainment, Real Estate Investment, Property Management, Shopping Centers, Contract Management, Project Planning, Investor Relations, Project Management, Entrepreneurship, Leases, Tax Law, Feasibility Studies, Co-ops, Lease Administration, Lease Negotiations, Royalties, Music Industry, Publishing, School Administration..., Theatrical Production, Elder Law, College Education..., Affordable Care Act, Personal CFO, Financial Planning -..., Social Media, Compliance Auditing, Profit Participations, Physicians, Record Labels, Succession Planning, Tax Research, Estate Planning, Business Analysis
Education
LIU Post 1989 — 1992
M.S. Tax Law, Business
Queens College 1973 — 1976
B.A., Accounting & Information Systems
Freelance Consultant September 1986 - 2014
Elected Offices and Philanthropy 1986 - 2004
General Growth Properties April 1982 - October 1985
Merrill Lynch February 1980 - April 1982
Universal Music Group February 1977 - February 1980
Skills
Contract Negotiation, Accounting, Real Estate, Due Diligence, Budgets, Investments, Licensing, Mediation, Mergers & Acquisitions, Start-ups, Financial Analysis, Forecasting, Strategic Planning, Finance, Entertainment, Real Estate Investment, Property Management, Shopping Centers, Contract Management, Project Planning, Investor Relations, Project Management, Entrepreneurship, Leases, Tax Law, Feasibility Studies, Co-ops, Lease Administration, Lease Negotiations, Royalties, Music Industry, Publishing, School Administration..., Theatrical Production, Elder Law, College Education..., Affordable Care Act, Personal CFO, Financial Planning -..., Social Media, Compliance Auditing, Profit Participations, Physicians, Record Labels, Succession Planning, Tax Research, Estate Planning, Business Analysis
Education
LIU Post 1989 — 1992
M.S. Tax Law, Business
Queens College 1973 — 1976
B.A., Accounting & Information Systems
Cesar Pachon's Merrill Lynch Experience October 1999 - December 2002
Job Founding Partner at WE Family Offices LLC
Industry Financial Services
Experience
WE Family Offices LLC January 2013 - Present
Genspring Family Offices August 2007 - December 2012
TBK Investments Inc January 2003 - August 2007
Merrill Lynch October 1999 - December 2002
Banco Mercantil January 1993 - July 1996
Skills
Alternative Investments, Wealth Management, Private Equity, Hedge Funds, Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Advisory, Wealth Management..., Fixed Income, Equities, Asset Management, Investment Management, High Net Worth..., Investment Strategies
Education
London Business School 1996 — 1998
Master of Business Administration (MBA), Capital Markets
NYU Stern School of Business 1997 — 1997
International Exchange Program, Capital Markets, MBA
WE Family Offices LLC January 2013 - Present
Genspring Family Offices August 2007 - December 2012
TBK Investments Inc January 2003 - August 2007
Merrill Lynch October 1999 - December 2002
Banco Mercantil January 1993 - July 1996
Skills
Alternative Investments, Wealth Management, Private Equity, Hedge Funds, Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Advisory, Wealth Management..., Fixed Income, Equities, Asset Management, Investment Management, High Net Worth..., Investment Strategies
Education
London Business School 1996 — 1998
Master of Business Administration (MBA), Capital Markets
NYU Stern School of Business 1997 — 1997
International Exchange Program, Capital Markets, MBA
Jim Grau Jim Grau's Merrill Lynch Experience 2004 - 2004
Job Principal at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 2013 - Present
The Boston Consulting Group 2011 - 2013
London Organising Committee of the Olympic and Paralympic Games 2010 - 2010
The Boston Consulting Group 2007 - 2009
The Boston Consulting Group 2005 - 2007
Merrill Lynch 2004 - 2004
Education
London Business School 2009 — 2011
MBA
Stanford University 2001 — 2005
BS, Management Science and Engineering
The Boston Consulting Group 2013 - Present
The Boston Consulting Group 2011 - 2013
London Organising Committee of the Olympic and Paralympic Games 2010 - 2010
The Boston Consulting Group 2007 - 2009
The Boston Consulting Group 2005 - 2007
Merrill Lynch 2004 - 2004
Education
London Business School 2009 — 2011
MBA
Stanford University 2001 — 2005
BS, Management Science and Engineering
Jarl Ferko Jarl Ferko's Merrill Lynch Experience April 1997 - January 2004
Job President/CEO at Quasar Global Technologies, Inc.
Industry Information Technology and Services
Experience
Quasar Global Technologies, Inc. April 2007 - Present
Quasar AVC GIG Services, Inc. November 2009 - December 2011
Infotech Consulting, Inc November 2006 - August 2007
By Light Professional IT Services, Inc October 2004 - October 2006
EMS Innovations January 2004 - October 2004
Merrill Lynch April 1997 - January 2004
US PERSONNEL COMMAND/US ARMY June 1994 - April 1997
Skills
DoD, Security, Integration, Proposal Writing, Government, Leadership, Business Development, Program Management, Management, Command, Navy, Defense, Organizational..., Process Improvement, Operations Management, Government Contracting, Risk Management, Security Clearance, Networking, IT Strategy, Information Assurance, Start-ups, Project Planning, Military, Testing, Budgets, Systems Engineering, PMP, Intelligence, Army, National Security, Strategic Planning, Professional Services, Federal Government, Executive Management, Strategy, Information Technology, Visionary
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2004
MBA
United States Military Academy at West Point 1987 — 1991
BS
United States Military Academy Prep School 1986 — 1987
Lock Haven University of Pennsylvania 1985 — 1986
Quasar Global Technologies, Inc. April 2007 - Present
Quasar AVC GIG Services, Inc. November 2009 - December 2011
Infotech Consulting, Inc November 2006 - August 2007
By Light Professional IT Services, Inc October 2004 - October 2006
EMS Innovations January 2004 - October 2004
Merrill Lynch April 1997 - January 2004
US PERSONNEL COMMAND/US ARMY June 1994 - April 1997
Skills
DoD, Security, Integration, Proposal Writing, Government, Leadership, Business Development, Program Management, Management, Command, Navy, Defense, Organizational..., Process Improvement, Operations Management, Government Contracting, Risk Management, Security Clearance, Networking, IT Strategy, Information Assurance, Start-ups, Project Planning, Military, Testing, Budgets, Systems Engineering, PMP, Intelligence, Army, National Security, Strategic Planning, Professional Services, Federal Government, Executive Management, Strategy, Information Technology, Visionary
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2004
MBA
United States Military Academy at West Point 1987 — 1991
BS
United States Military Academy Prep School 1986 — 1987
Lock Haven University of Pennsylvania 1985 — 1986
Connie Tritt Connie Tritt's Merrill Lynch Experience 1980 - 1988
Job Tax Practitioner
Industry Accounting
Experience
Connie Tritt, CPA July 2010 - Present
PKF North America May 2005 - August 2010
Abbott, Stringham & Lynch 2000 - 2005
Merrill Lynch 1980 - 1988
Merrill Lynch 1980 - 1988
Skills
Non-profits, Accounting, Management, Leadership, Customer Service, Nonprofits, QuickBooks, Financial Accounting, Small Business, Tax, Financial Analysis, Budgets, Marketing, Management Consulting, Financial Reporting, Tax Preparation, Corporate Tax, Auditing, Tax Accounting, Tax Returns, Bookkeeping, Income Tax, CPA, Financial Statements, Tax Research, Partnership Taxation, Sales Tax, Internal Controls, Payroll Taxes, Tax Advisory, Preparation, Payroll, IRS, Revenue Recognition, General Ledger, Fixed Assets, GAAP, Estate Tax Planning, Cash Flow, Account Reconciliation, Accounts Receivable, Accounts Payable, Strategic Financial..., Internal Audit, External Audit, Financial Planners, US GAAP
Education
University of Oregon 1976 — 1978
Biology
Linfield College 1974 — 1975
Bachelor of Arts (B.A.), Biology
Connie Tritt, CPA July 2010 - Present
PKF North America May 2005 - August 2010
Abbott, Stringham & Lynch 2000 - 2005
Merrill Lynch 1980 - 1988
Merrill Lynch 1980 - 1988
Skills
Non-profits, Accounting, Management, Leadership, Customer Service, Nonprofits, QuickBooks, Financial Accounting, Small Business, Tax, Financial Analysis, Budgets, Marketing, Management Consulting, Financial Reporting, Tax Preparation, Corporate Tax, Auditing, Tax Accounting, Tax Returns, Bookkeeping, Income Tax, CPA, Financial Statements, Tax Research, Partnership Taxation, Sales Tax, Internal Controls, Payroll Taxes, Tax Advisory, Preparation, Payroll, IRS, Revenue Recognition, General Ledger, Fixed Assets, GAAP, Estate Tax Planning, Cash Flow, Account Reconciliation, Accounts Receivable, Accounts Payable, Strategic Financial..., Internal Audit, External Audit, Financial Planners, US GAAP
Education
University of Oregon 1976 — 1978
Biology
Linfield College 1974 — 1975
Bachelor of Arts (B.A.), Biology
Melissa Dutcher's Merrill Lynch Experience June 1996 - February 1998
Job Experienced Financial Operational Supervisor/Manager seeking a new opportunity in Human Resources
Industry Human Resources
Experience
McGraw-Hill June 2008 - February 2013
McGraw-Hill April 2004 - February 2013
Aon Consulting February 1998 - August 2001
Merrill Lynch June 1996 - February 1998
Skills
Accounts Payable, General Ledger, Account Reconciliation, Invoicing, Concur, Accounting, Outlook, Accounts Receivable, Microsoft Excel, Process Improvement, Sarbanes-Oxley Act, Budgets, Training, Academic Publishing, Publishing, Finance, Financial Analysis, Management, Leadership, Internal Controls, Financial Reporting, Forecasting, Data Analysis, Project Management, Microsoft Word, Analysis, Tax, Customer Service, Access, Microsoft Office, Vendor Management, Business Process..., PowerPoint, Human Resources
Education
Lone Star College System 2013 — 2014
Human Resources Managment Certificate, Business Administration and Management, General, 4.0
Katharine Gibbs School 2000 — 2001
Certificate, Visual Communications
Middlesex County College 1994 — 1995
Certificate, Automated Accounting
McGraw-Hill June 2008 - February 2013
McGraw-Hill April 2004 - February 2013
Aon Consulting February 1998 - August 2001
Merrill Lynch June 1996 - February 1998
Skills
Accounts Payable, General Ledger, Account Reconciliation, Invoicing, Concur, Accounting, Outlook, Accounts Receivable, Microsoft Excel, Process Improvement, Sarbanes-Oxley Act, Budgets, Training, Academic Publishing, Publishing, Finance, Financial Analysis, Management, Leadership, Internal Controls, Financial Reporting, Forecasting, Data Analysis, Project Management, Microsoft Word, Analysis, Tax, Customer Service, Access, Microsoft Office, Vendor Management, Business Process..., PowerPoint, Human Resources
Education
Lone Star College System 2013 — 2014
Human Resources Managment Certificate, Business Administration and Management, General, 4.0
Katharine Gibbs School 2000 — 2001
Certificate, Visual Communications
Middlesex County College 1994 — 1995
Certificate, Automated Accounting
Richard Restaino's Merrill Lynch Experience January 2006 - December 2009
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America January 2010 - Present
Merrill Lynch January 2006 - December 2009
Merrill Lynch March 2000 - December 2009
Deutsche Bank June 1995 - March 2000
Skills
Series 7 & 63, Guest Lecturing, Real Estate Development, Fixed Income, Capital Markets, Derivatives, Equities, Portfolio Management, Financial Modeling, Bloomberg, Corporate Finance, Risk Management, Credit Risk, Investments
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance and International Business
LIU Post 1989 — 1993
Bachelors, Finance
Bank of America January 2010 - Present
Merrill Lynch January 2006 - December 2009
Merrill Lynch March 2000 - December 2009
Deutsche Bank June 1995 - March 2000
Skills
Series 7 & 63, Guest Lecturing, Real Estate Development, Fixed Income, Capital Markets, Derivatives, Equities, Portfolio Management, Financial Modeling, Bloomberg, Corporate Finance, Risk Management, Credit Risk, Investments
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance and International Business
LIU Post 1989 — 1993
Bachelors, Finance
Vanessa Lanuza's Merrill Lynch Experience 2007 - 2007
Job Compliance Officer, Vice President at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
M&T Bank March 2014 - May 2015
Morgan Stanley 2011 - 2014
Morgan Stanley 2007 - 2011
Maxim Group 2007 - 2007
Merrill Lynch 2007 - 2007
Skills
AML, Rule 144, FINRA, Securities, Securities Regulation, Financial Regulation, SharePoint, Regulations, KYC, Prime Brokerage, USA PATRIOT Act, Bloomberg, Westlaw, Due Diligence, LexisNexis, Banking, Financial Analysis, Hedge Funds, Anti Money Laundering, Capital Markets, Fixed Income, Risk Management, Equities, Derivatives, Financial Services
Education
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor's degree, Economics
Citi June 2015 - Present
M&T Bank March 2014 - May 2015
Morgan Stanley 2011 - 2014
Morgan Stanley 2007 - 2011
Maxim Group 2007 - 2007
Merrill Lynch 2007 - 2007
Skills
AML, Rule 144, FINRA, Securities, Securities Regulation, Financial Regulation, SharePoint, Regulations, KYC, Prime Brokerage, USA PATRIOT Act, Bloomberg, Westlaw, Due Diligence, LexisNexis, Banking, Financial Analysis, Hedge Funds, Anti Money Laundering, Capital Markets, Fixed Income, Risk Management, Equities, Derivatives, Financial Services
Education
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor's degree, Economics
Alejandro Dominik Alejandro Dominik's Merrill Lynch Experience 2005 - 2006
Job Lead financial analyst at AT&T
Industry Telecommunications
Experience
AT&T April 2011 - Present
Bank of America 2009 - March 2011
Bank of America 2007 - 2008
Merrill Lynch 2005 - 2006
Skills
Account Management, Financial Analysis, Financial Modeling, Financial Risk, Wealth Management, Essbase, Financial Forecasting
Education
London Business School 2008 — 2009
Master of Science (M.Sc.), Finance, General, A
UCLA 2003 — 2007
Bachelor's degree, Business/Corporate finance, A
AT&T April 2011 - Present
Bank of America 2009 - March 2011
Bank of America 2007 - 2008
Merrill Lynch 2005 - 2006
Skills
Account Management, Financial Analysis, Financial Modeling, Financial Risk, Wealth Management, Essbase, Financial Forecasting
Education
London Business School 2008 — 2009
Master of Science (M.Sc.), Finance, General, A
UCLA 2003 — 2007
Bachelor's degree, Business/Corporate finance, A
Sheldon Boyarsky, CRPC (R), CFP (R) Sheldon Boyarsky, CRPC (R), CFP (R)'s Merrill Lynch Experience September 2002 - Present
Job Vice President, Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lych
Industry Financial Services
Experience
Merrill Lynch September 2002 - Present
Prudential Securities February 1994 - September 2002
University of Medicine and Dentistry State of New Jersey January 1991 - January 1995
State of New Jersey June 1973 - January 1991
LM Rosenthal and Company June 1971 - June 1973
Oppenheim Appel Dixon and Co. CPA's June 1969 - June 1971
US Army June 1967 - June 1969
Skills
CERTIFIED FINANCIAL..., CHARTERED RETIREMENT..., Institutional Clients, Retirement Planning, Estate Planning, Wealth Management, Retail, Financial Planning, Retirement, Annuities, Insurance Planning, Long Term Care, IRA's, Wealth, Financial Advice, Investment Advisory, Wealth Accumulation, 401k, Investments, Investment Strategies, Pensions, Inheritance Tax Planning, Asset Allocation, Income Protection, Mutual Funds, Savings, Hedge Funds, Funding, Real Estate, Trading, Cash Management, Asset Management, Portfolio Management, Insurance, Series 7, Financial Analysis, Term Life Insurance, Trusts, Retirement Income..., Securities, Venture Capital, Alternative Investments, High Net Worth..., Financial Advisory, Private Wealth..., Succession Planning, Bonds, Mortgage, Procurement, Strategic Financial...
Education
LIU Brooklyn 1963 — 1967
BS, ACCOUNTING
Merrill Lynch September 2002 - Present
Prudential Securities February 1994 - September 2002
University of Medicine and Dentistry State of New Jersey January 1991 - January 1995
State of New Jersey June 1973 - January 1991
LM Rosenthal and Company June 1971 - June 1973
Oppenheim Appel Dixon and Co. CPA's June 1969 - June 1971
US Army June 1967 - June 1969
Skills
CERTIFIED FINANCIAL..., CHARTERED RETIREMENT..., Institutional Clients, Retirement Planning, Estate Planning, Wealth Management, Retail, Financial Planning, Retirement, Annuities, Insurance Planning, Long Term Care, IRA's, Wealth, Financial Advice, Investment Advisory, Wealth Accumulation, 401k, Investments, Investment Strategies, Pensions, Inheritance Tax Planning, Asset Allocation, Income Protection, Mutual Funds, Savings, Hedge Funds, Funding, Real Estate, Trading, Cash Management, Asset Management, Portfolio Management, Insurance, Series 7, Financial Analysis, Term Life Insurance, Trusts, Retirement Income..., Securities, Venture Capital, Alternative Investments, High Net Worth..., Financial Advisory, Private Wealth..., Succession Planning, Bonds, Mortgage, Procurement, Strategic Financial...
Education
LIU Brooklyn 1963 — 1967
BS, ACCOUNTING
Aasim Jukaku Aasim Jukaku's Merrill Lynch Experience June 2009 - August 2009
Job Consultant at Slalom Consulting
Industry Internet
Experience
Slalom Consulting January 2012 - Present
HerBabyShower October 2012 - January 2015
Bookira January 2011 - December 2011
Merrill Lynch June 2009 - August 2009
MySpace June 2007 - September 2008
SoftScope, Inc September 2003 - May 2007
Vertical Blue January 2002 - April 2002
Imagine Venture Capital June 2001 - September 2001
Skills
Product Development, Product Management, User Interface Design, Wire Framing, User Experience, Process Flow, Use Case Analysis, Functional..., Technical Documentation, Excel, Visio, SQL, Business Intelligence, Certified Scrum Master..., Financial Modeling, DCF, Valuation, Corporate Finance, Business Planning, Investment Banking, Microsoft Excel, HTML, CSS, Strategy, Agile Methodologies, E-commerce, Cross-functional Team..., Mobile Devices, Scrum, Mergers & Acquisitions, Business Development
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Entrepreneurship, Finance
London Business School 2009 — 2009
MBA, Finance
University of California, Los Angeles 1999 — 2002
B.S., Computer Science w/ minor in Economics
Slalom Consulting January 2012 - Present
HerBabyShower October 2012 - January 2015
Bookira January 2011 - December 2011
Merrill Lynch June 2009 - August 2009
MySpace June 2007 - September 2008
SoftScope, Inc September 2003 - May 2007
Vertical Blue January 2002 - April 2002
Imagine Venture Capital June 2001 - September 2001
Skills
Product Development, Product Management, User Interface Design, Wire Framing, User Experience, Process Flow, Use Case Analysis, Functional..., Technical Documentation, Excel, Visio, SQL, Business Intelligence, Certified Scrum Master..., Financial Modeling, DCF, Valuation, Corporate Finance, Business Planning, Investment Banking, Microsoft Excel, HTML, CSS, Strategy, Agile Methodologies, E-commerce, Cross-functional Team..., Mobile Devices, Scrum, Mergers & Acquisitions, Business Development
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Entrepreneurship, Finance
London Business School 2009 — 2009
MBA, Finance
University of California, Los Angeles 1999 — 2002
B.S., Computer Science w/ minor in Economics
Sean Murillo Sean Murillo's Merrill Lynch Experience March 2010 - December 2011
Job Senior Business Analyst State Street Corp.
Industry Financial Services
Experience
State Street January 2012 - Present
Merrill Lynch March 2010 - December 2011
BNY Mellon August 2006 - January 2010
The New York Racing Association June 2004 - June 2009
Skills
Fixed Income, Securities, Equities, Fund Accounting, Middle Office, ETFs, Bloomberg, Bloomberg Terminal, Corporate Actions, Microsoft Excel, Settlement, Microsoft Office, Mutual Funds, Portfolio Management, Trading
Education
LIU Brooklyn 2009 — 2011
Pursuing M.B.A, Finance
Stony Brook University 2000 — 2006
Bachelor of Science, Mathematics and Business Management
Archbishop Molloy High School
High School Regents Diploma
State Street January 2012 - Present
Merrill Lynch March 2010 - December 2011
BNY Mellon August 2006 - January 2010
The New York Racing Association June 2004 - June 2009
Skills
Fixed Income, Securities, Equities, Fund Accounting, Middle Office, ETFs, Bloomberg, Bloomberg Terminal, Corporate Actions, Microsoft Excel, Settlement, Microsoft Office, Mutual Funds, Portfolio Management, Trading
Education
LIU Brooklyn 2009 — 2011
Pursuing M.B.A, Finance
Stony Brook University 2000 — 2006
Bachelor of Science, Mathematics and Business Management
Archbishop Molloy High School
High School Regents Diploma
Aubrey Lewis Aubrey Lewis's Merrill Lynch Experience 1987 - 1990
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
Merrill Lynch 1987 - 1990
Skills
Graphic Design, Illustration, Illustrator, Logo Design, Brochures, Posters
Education
London South Bank University 1975 — 1978
Merrill Lynch 1987 - 1990
Skills
Graphic Design, Illustration, Illustrator, Logo Design, Brochures, Posters
Education
London South Bank University 1975 — 1978
Douglas I. Donald MBA, CPA, PFS, CRPC®, CDFA™ Douglas I. Donald MBA, CPA, PFS, CRPC®, CDFA™'s Merrill Lynch Experience 1975 - 1976
Job CPA, Financial Advisor, Certified Divorce Financial Analyst™
Industry Financial Services
Experience
Investment Services Inc. (Financial Planning & Wealth Management Company) January 1999 - Present
Donald & Company, PSC - Certified Public Accountants Business Consultants 1986 - Present
Adams, Delaney, Davis & Anderson CPAs 1982 - 1986
Kentucky Horse Center Inc. 1980 - 1982
Fasig-Tipton 1977 - 1980
Merrill Lynch 1975 - 1976
Skills
Strategic Financial..., Litigation Support, Estate Planning, Accounting, Finance, Retirement, Business Strategy, Business, Tax Preparation, Bookkeeping, Corporate Tax, Payroll, QuickBooks, Corporate Tax..., Individual Tax..., Wealth Management, Investments, Retirement Planning, Financial Advisory, Financial Services, Financial Analysis, Management, Mutual Funds, Securities, Strategic Planning, Certified Divorce..., 401k Rollovers, IRAs, Roth IRA, Traditional IRA, Simple IRA, Asset Tracing, Mediation, IRS Representation, Tax Returns, Personal Income Tax..., Corporate Tax Planning, Small Business, Fixed Annuities, Life Insurance, Business Planning, CPA, Portfolio Management, Disability Insurance, Tax, Insurance, Financial Risk, Series 7, 1031 Exchanges, Series 6
Education
Long Island University, C.W. Post Campus 1976 — 1980
MBA, Finance, Honors
Nichols College 1971 — 1975
BSBA, Accounting and Finance, Honors
Investment Services Inc. (Financial Planning & Wealth Management Company) January 1999 - Present
Donald & Company, PSC - Certified Public Accountants Business Consultants 1986 - Present
Adams, Delaney, Davis & Anderson CPAs 1982 - 1986
Kentucky Horse Center Inc. 1980 - 1982
Fasig-Tipton 1977 - 1980
Merrill Lynch 1975 - 1976
Skills
Strategic Financial..., Litigation Support, Estate Planning, Accounting, Finance, Retirement, Business Strategy, Business, Tax Preparation, Bookkeeping, Corporate Tax, Payroll, QuickBooks, Corporate Tax..., Individual Tax..., Wealth Management, Investments, Retirement Planning, Financial Advisory, Financial Services, Financial Analysis, Management, Mutual Funds, Securities, Strategic Planning, Certified Divorce..., 401k Rollovers, IRAs, Roth IRA, Traditional IRA, Simple IRA, Asset Tracing, Mediation, IRS Representation, Tax Returns, Personal Income Tax..., Corporate Tax Planning, Small Business, Fixed Annuities, Life Insurance, Business Planning, CPA, Portfolio Management, Disability Insurance, Tax, Insurance, Financial Risk, Series 7, 1031 Exchanges, Series 6
Education
Long Island University, C.W. Post Campus 1976 — 1980
MBA, Finance, Honors
Nichols College 1971 — 1975
BSBA, Accounting and Finance, Honors
Joshua Maley's Merrill Lynch Experience January 2013 - October 2013
Job Director at Marvel Venture Partners Student at Wake Law
Industry Venture Capital & Private Equity
Experience
Marvel Venture Partners, LLC. October 2013 - Present
Emerse Music Ltd. October 2013 - Present
Maley & Company, Inc. August 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley Wealth Management March 2012 - January 2013
Skills
Corporate Finance, Business Development, Business Strategy, Marketing Strategy, Venture Capital, Series 7, Entrepreneurship, Uniform Combined State..., Business Analysis, Personal Finance, New Venture Development, Start-up Ventures, Media & Entertainment, Music, series 66, Series 6, soccer, Financial Analysis, Start-ups, Strategy, Management, Leadership, Finance
Education
Long Island University, Brooklyn Campus 2008 — 2011
Bachelor of Science (BS), Finance, Management & Economics
Spackenkill
Marvel Venture Partners, LLC. October 2013 - Present
Emerse Music Ltd. October 2013 - Present
Maley & Company, Inc. August 2013 - Present
Merrill Lynch January 2013 - October 2013
Morgan Stanley Wealth Management March 2012 - January 2013
Skills
Corporate Finance, Business Development, Business Strategy, Marketing Strategy, Venture Capital, Series 7, Entrepreneurship, Uniform Combined State..., Business Analysis, Personal Finance, New Venture Development, Start-up Ventures, Media & Entertainment, Music, series 66, Series 6, soccer, Financial Analysis, Start-ups, Strategy, Management, Leadership, Finance
Education
Long Island University, Brooklyn Campus 2008 — 2011
Bachelor of Science (BS), Finance, Management & Economics
Spackenkill
Trish Roberts's Merrill Lynch Experience 2008 - 2010
Job Financial Advisor, JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC 2011 - Present
Merrill Lynch 2008 - 2010
Smith Barney 2007 - 2008
Curves 2004 - 2007
Education
Long Island University, C.W. Post Campus
MBA, Business Administration and Management, General
Metropolitan College of New York - School of Business 1989 — 1992
BPS, Marketing
JP Morgan Securities LLC 2011 - Present
Merrill Lynch 2008 - 2010
Smith Barney 2007 - 2008
Curves 2004 - 2007
Education
Long Island University, C.W. Post Campus
MBA, Business Administration and Management, General
Metropolitan College of New York - School of Business 1989 — 1992
BPS, Marketing
Lisa Rachel Kasprzak's Merrill Lynch Experience May 2010 - August 2010
Job Payroll and Benefits Administrator at Dymax Corporation
Industry Human Resources
Experience
Dymax Corporation March 2014 - Present
Progressive Waste Solutions May 2013 - March 2014
Marks Paneth & Shron LLP October 2008 - March 2013
Merrill Lynch May 2010 - August 2010
Zorn’sRestaurant June 2008 - January 2009
Zorns July 2005 - May 2008
Skills
Finance, Employee Benefits, Human Resources, Microsoft Office, PowerPoint, Invoicing, Microsoft Excel, Teamwork, ADP Payroll, Budgets, Data Analysis, Leadership, Customer Service, Kronos, Accounts Receivable, Pivot Tables, Tax, QuickBooks, Time Management, Organization, W2, Group Work, Independence, Independent Projects, Reliability, Timelines, Time-efficient, Ultipro, MS Excel Pivot Tables, Certified Payroll, Proactive self-starter, Union, Data Reconciliation, Shipping, MailChimp, Paychex, Fidelity, Surveying, FMLA, Taleo, Payroll, Process Improvement, Recruiting, Microsoft Word, Accounting
Education
Long Island University, C.W. Post Campus 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
Long Island University, C.W. Post Campus 2007 — 2010
Bachelor of Science (B.S.), Finance, 3.7
Dymax Corporation March 2014 - Present
Progressive Waste Solutions May 2013 - March 2014
Marks Paneth & Shron LLP October 2008 - March 2013
Merrill Lynch May 2010 - August 2010
Zorn’sRestaurant June 2008 - January 2009
Zorns July 2005 - May 2008
Skills
Finance, Employee Benefits, Human Resources, Microsoft Office, PowerPoint, Invoicing, Microsoft Excel, Teamwork, ADP Payroll, Budgets, Data Analysis, Leadership, Customer Service, Kronos, Accounts Receivable, Pivot Tables, Tax, QuickBooks, Time Management, Organization, W2, Group Work, Independence, Independent Projects, Reliability, Timelines, Time-efficient, Ultipro, MS Excel Pivot Tables, Certified Payroll, Proactive self-starter, Union, Data Reconciliation, Shipping, MailChimp, Paychex, Fidelity, Surveying, FMLA, Taleo, Payroll, Process Improvement, Recruiting, Microsoft Word, Accounting
Education
Long Island University, C.W. Post Campus 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
Long Island University, C.W. Post Campus 2007 — 2010
Bachelor of Science (B.S.), Finance, 3.7
Tom Borbone Tom Borbone's Merrill Lynch Experience January 1991 - January 1994
Job Business Advisor & Portfolio Manager
Industry Investment Banking
Experience
THN advisors 2010 - Present
Thomas Asset Management, LLC January 2000 - Present
Thomas Securities, LLC January 2000 - 2010
Stony Hill Management 1996 - 2002
Cantor Weiss & Friedner January 1996 - January 2001
PaineWebber January 1994 - January 1996
Merrill Lynch January 1991 - January 1994
Education
LIU Post 1980 — 1984
BS, Finance
THN advisors 2010 - Present
Thomas Asset Management, LLC January 2000 - Present
Thomas Securities, LLC January 2000 - 2010
Stony Hill Management 1996 - 2002
Cantor Weiss & Friedner January 1996 - January 2001
PaineWebber January 1994 - January 1996
Merrill Lynch January 1991 - January 1994
Education
LIU Post 1980 — 1984
BS, Finance
Kathleen Gorman's Merrill Lynch Experience October 1989 - August 2001
Job Finance Manager at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. September 2014 - Present
The Estée Lauder Companies Inc. October 2011 - Present
The Estée Lauder Companies Inc. July 2009 - October 2011
The Estée Lauder Companies Inc. July 2007 - July 2009
The Estée Lauder Companies Inc. August 2002 - July 2007
Merrill Lynch October 1989 - August 2001
Skills
Financial Reporting, Forecasting, SAP, Managerial Finance, Financial Analysis, Variance Analysis, Accounting, Budgets, Finance, Analysis, Cash Flow, Invoicing, Management, Strategy, Training, SAP BI, Business Analysis, Vendor Management, Project Management, ERP, Microsoft Office, Customer Service, Process Improvement
Education
Dowling College 2004 — 2006
Master's degree, Business Administration and Management, General
Long Island University, C.W. Post Campus 1985 — 1989
Bachelor's degree, Economics w/ Finance Minor
Long Island University, C.W. Post Campus
Certified Financial Planner Program
SAP America
The Estée Lauder Companies Inc. September 2014 - Present
The Estée Lauder Companies Inc. October 2011 - Present
The Estée Lauder Companies Inc. July 2009 - October 2011
The Estée Lauder Companies Inc. July 2007 - July 2009
The Estée Lauder Companies Inc. August 2002 - July 2007
Merrill Lynch October 1989 - August 2001
Skills
Financial Reporting, Forecasting, SAP, Managerial Finance, Financial Analysis, Variance Analysis, Accounting, Budgets, Finance, Analysis, Cash Flow, Invoicing, Management, Strategy, Training, SAP BI, Business Analysis, Vendor Management, Project Management, ERP, Microsoft Office, Customer Service, Process Improvement
Education
Dowling College 2004 — 2006
Master's degree, Business Administration and Management, General
Long Island University, C.W. Post Campus 1985 — 1989
Bachelor's degree, Economics w/ Finance Minor
Long Island University, C.W. Post Campus
Certified Financial Planner Program
SAP America
Robert Atterbury Robert Atterbury's Merrill Lynch Experience May 2007 - August 2007
Job Sales
Industry Banking
Experience
The Corporate Presence August 2014 - Present
RBC Capital Markets May 2010 - May 2014
RBC 2010 - 2012
Mestel & Company November 2008 - December 2008
Merrill Lynch May 2007 - August 2007
Skills
Business Analysis, Management, Microsoft Office, Project Management, Vendor Management, Business Development, Marketing, Event Planning, Social Networking, Customer Service, Public Speaking, Leadership, Social Media Marketing, Event Management, Research, PowerPoint, Public Relations, Budgets, Facebook, Team Leadership, Microsoft Word, Sales, Time Management, Nonprofits, Editing, Advertising, Banking, Financial Services, Investment Banking, Photoshop, Databases, Relationship Management, Process Improvement, Microsoft Excel, Market Research, Financial Analysis, Data Analysis, Outlook, Analysis, Marketing Strategy, Social Media, Marketing Communications, Community Outreach, Program Management
Education
LIU Brooklyn 2006 — 2010
Bachelor of Science (B.S.), Marketing & Business Management
Long Island University 2006 — 2010
Bachelor of Science, Marketing and Business Management
Saint Benedict's Prep High School 2002 — 2006
Diploma
The Corporate Presence August 2014 - Present
RBC Capital Markets May 2010 - May 2014
RBC 2010 - 2012
Mestel & Company November 2008 - December 2008
Merrill Lynch May 2007 - August 2007
Skills
Business Analysis, Management, Microsoft Office, Project Management, Vendor Management, Business Development, Marketing, Event Planning, Social Networking, Customer Service, Public Speaking, Leadership, Social Media Marketing, Event Management, Research, PowerPoint, Public Relations, Budgets, Facebook, Team Leadership, Microsoft Word, Sales, Time Management, Nonprofits, Editing, Advertising, Banking, Financial Services, Investment Banking, Photoshop, Databases, Relationship Management, Process Improvement, Microsoft Excel, Market Research, Financial Analysis, Data Analysis, Outlook, Analysis, Marketing Strategy, Social Media, Marketing Communications, Community Outreach, Program Management
Education
LIU Brooklyn 2006 — 2010
Bachelor of Science (B.S.), Marketing & Business Management
Long Island University 2006 — 2010
Bachelor of Science, Marketing and Business Management
Saint Benedict's Prep High School 2002 — 2006
Diploma
Jim Maddux Jim Maddux's Merrill Lynch Experience June 2005 - February 2012
Job COVA Wealth Management Partner
Industry Financial Services
Experience
COVA Wealth Management February 2012 - Present
Merrill Lynch June 2005 - February 2012
Lipscomb University January 2004 - May 2005
Lipscomb University June 2002 - December 2003
Lipscomb University January 2000 - May 2002
Skills
Financial Analysis, Series 7, Leadership, Customer Service, Public Speaking, Strategic Planning
Education
Lipscomb University 2000 — 2002
Master of Business Administration (M.B.A.)
Lipscomb University 1996 — 2000
Bachelor's Degree
Boyd-Buchanan School 1992 — 1996
High School
COVA Wealth Management February 2012 - Present
Merrill Lynch June 2005 - February 2012
Lipscomb University January 2004 - May 2005
Lipscomb University June 2002 - December 2003
Lipscomb University January 2000 - May 2002
Skills
Financial Analysis, Series 7, Leadership, Customer Service, Public Speaking, Strategic Planning
Education
Lipscomb University 2000 — 2002
Master of Business Administration (M.B.A.)
Lipscomb University 1996 — 2000
Bachelor's Degree
Boyd-Buchanan School 1992 — 1996
High School
Faiz (Faisal) Nazari Faiz (Faisal) Nazari's Merrill Lynch Experience June 2007 - August 2007
Job Strategy & Profitability Analytics at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. June 2015 - Present
United States Department of Defense April 2012 - Present
Santander Consumer USA Inc. April 2013 - June 2015
Park Cities Motors January 2010 - March 2013
Family trust May 2008 - December 2010
JPMorgan Chase February 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Excel, Accounting, Valuation, Financial Modeling, Financial Analysis, Research, Investments, Portfolio Management, Data Analysis, Budgets, Strategic Planning, Grit, Credit Analysis, Market Research, SQL, CCAR, ALLL
Education
Southern Methodist University 2007 — 2011
BA/BBA, Geology, Finance
Lomonosov Moscow State University (MSU)
Russian Studies
Santander Consumer USA Inc. June 2015 - Present
United States Department of Defense April 2012 - Present
Santander Consumer USA Inc. April 2013 - June 2015
Park Cities Motors January 2010 - March 2013
Family trust May 2008 - December 2010
JPMorgan Chase February 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Excel, Accounting, Valuation, Financial Modeling, Financial Analysis, Research, Investments, Portfolio Management, Data Analysis, Budgets, Strategic Planning, Grit, Credit Analysis, Market Research, SQL, CCAR, ALLL
Education
Southern Methodist University 2007 — 2011
BA/BBA, Geology, Finance
Lomonosov Moscow State University (MSU)
Russian Studies
Chuck Powers III Chuck Powers III's Merrill Lynch Experience October 1994 - April 2005
Job at
Industry Financial Services
Gray Camp's Merrill Lynch Experience January 2002 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2002 - Present
US Navy May 1995 - December 2001
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Series 63, Investment Advisory, Strategic Financial..., Portfolio Management, Equities, Securities, Retirement, Alternative Investments, Fixed Income, Investment Strategies, Finance, Financial Planning, Uniform Combined State...
Education
London Business School 1999 — 2001
MBA, Finance
Vanderbilt University 1991 — 1995
BA, History
Navy Supply Corps School
Navy Supply Corps School
Navy Supply Corps School
Merrill Lynch January 2002 - Present
US Navy May 1995 - December 2001
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Series 63, Investment Advisory, Strategic Financial..., Portfolio Management, Equities, Securities, Retirement, Alternative Investments, Fixed Income, Investment Strategies, Finance, Financial Planning, Uniform Combined State...
Education
London Business School 1999 — 2001
MBA, Finance
Vanderbilt University 1991 — 1995
BA, History
Navy Supply Corps School
Navy Supply Corps School
Navy Supply Corps School
Don Geiszler Don Geiszler's Merrill Lynch Experience September 1981 - Present
Job Senior Vice President COO Organization at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1981 - Present
SIFMA -Securities Industry Institute May 2008 - May 2014
Merrill Lynch August 2003 - January 2013
Asset Transition Management Services 2009 - 2013
Merrill Lynch 2003 - 2005
Merrill Lynch 1991 - 2003
Skills
Wealth Management, Financial Analysis, Investments, Strategic Financial..., Series 7, Financial Services, Equities, Asset Allocation, Retirement Planning, Mutual Funds, Leadership, Portfolio Management, Alternative Investments, Financial Advisory
Education
Lock Haven University of Pennsylvania 1977 — 1981
BS, Education
Wharton - Securities Industry Institute 2001 — 2003
Executive Education Certificate, Financial Services
Merrill Lynch September 1981 - Present
SIFMA -Securities Industry Institute May 2008 - May 2014
Merrill Lynch August 2003 - January 2013
Asset Transition Management Services 2009 - 2013
Merrill Lynch 2003 - 2005
Merrill Lynch 1991 - 2003
Skills
Wealth Management, Financial Analysis, Investments, Strategic Financial..., Series 7, Financial Services, Equities, Asset Allocation, Retirement Planning, Mutual Funds, Leadership, Portfolio Management, Alternative Investments, Financial Advisory
Education
Lock Haven University of Pennsylvania 1977 — 1981
BS, Education
Wharton - Securities Industry Institute 2001 — 2003
Executive Education Certificate, Financial Services
Jilson Cabrera Jilson Cabrera's Merrill Lynch Experience September 2008 - December 2010
Job Senior Credit Analyst at EverBank Commercial Finance
Industry Financial Services
Experience
EverBank Commercial Finance May 2015 - Present
Citi April 2014 - May 2015
JP Morgan Chase January 2010 - March 2014
JPMorgan Chase January 2010 - March 2014
Merrill Lynch September 2008 - December 2010
Skills
Banking, Credit, Relationship Management, Financial Analysis, Loans, Financial Services, Retail Banking, Credit Analysis, Commercial Banking, Risk Management, Business Analysis, Financial Modeling, Mortgage Lending, Credit Risk, Finance, Investments, Portfolio Management, Consumer Lending, Small Business Lending, Mutual Funds, Securities
Education
Long Island University, C.W. Post Campus 2004 — 2008
Bachelor's degree, Finance and Marketing
EverBank Commercial Finance May 2015 - Present
Citi April 2014 - May 2015
JP Morgan Chase January 2010 - March 2014
JPMorgan Chase January 2010 - March 2014
Merrill Lynch September 2008 - December 2010
Skills
Banking, Credit, Relationship Management, Financial Analysis, Loans, Financial Services, Retail Banking, Credit Analysis, Commercial Banking, Risk Management, Business Analysis, Financial Modeling, Mortgage Lending, Credit Risk, Finance, Investments, Portfolio Management, Consumer Lending, Small Business Lending, Mutual Funds, Securities
Education
Long Island University, C.W. Post Campus 2004 — 2008
Bachelor's degree, Finance and Marketing
Igor Ivanov Igor Ivanov's Merrill Lynch Experience March 1990 - January 2003
Job President at FFK Forex
Industry Financial Services
Experience
FFK Forex January 2004 - Present
Merrill Lynch March 1990 - January 2003
Morgan Stanley Smith Barney September 1984 - March 1990
Skills
Financial Analysis, Software Development, Account Management, Econometric Modeling, Technical Analysis, Trading Systems, Trading Strategies, Financial Markets, Portfolio Management, Electronic Trading, Risk Management, Trading System, Trading, Portfolio Optimization, FX Options, FX trading, Quantitative Analytics, Options, Statistical Arbitrage, Derivatives, Electronic Trading..., Quantitative Investing, Commodity, Backtesting
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1971 — 1976
Master's degree, Electrical, Electronics and Communications Engineering
FFK Forex January 2004 - Present
Merrill Lynch March 1990 - January 2003
Morgan Stanley Smith Barney September 1984 - March 1990
Skills
Financial Analysis, Software Development, Account Management, Econometric Modeling, Technical Analysis, Trading Systems, Trading Strategies, Financial Markets, Portfolio Management, Electronic Trading, Risk Management, Trading System, Trading, Portfolio Optimization, FX Options, FX trading, Quantitative Analytics, Options, Statistical Arbitrage, Derivatives, Electronic Trading..., Quantitative Investing, Commodity, Backtesting
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1971 — 1976
Master's degree, Electrical, Electronics and Communications Engineering
Reaz Ahmed Reaz Ahmed's Merrill Lynch Experience January 1998 - March 2004
Job Product Manager Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2015 - Present
CIBC May 2013 - Present
Scotiabank November 2010 - May 2013
RBC Capital Markets March 2009 - November 2010
TD Securities January 2007 - February 2009
RBC Capital Markets March 2004 - December 2007
Merrill Lynch January 1998 - March 2004
Midland Walwyn Capital Inc 1997 - 1998
Skills
Capital Markets IT..., Enterprise-wide..., Fixed Income Technology, Capital Markets, Enterprise Architecture, Program Management, Project Management
Education
London South Bank University 1990 — 1995
MSc, Information Systems Engineering
Bloomberg LP July 2015 - Present
CIBC May 2013 - Present
Scotiabank November 2010 - May 2013
RBC Capital Markets March 2009 - November 2010
TD Securities January 2007 - February 2009
RBC Capital Markets March 2004 - December 2007
Merrill Lynch January 1998 - March 2004
Midland Walwyn Capital Inc 1997 - 1998
Skills
Capital Markets IT..., Enterprise-wide..., Fixed Income Technology, Capital Markets, Enterprise Architecture, Program Management, Project Management
Education
London South Bank University 1990 — 1995
MSc, Information Systems Engineering
Michele Weil Michele Weil's Merrill Lynch Experience February 2015 - Present
Job Executive Paralegal to General Counsel
Industry Commercial Real Estate
Experience
Merrill Lynch February 2015 - Present
The Community Preservation Corporation June 2011 - Present
Skills
Notary Public, Real Estate Financing, Real Estate, Legal Writing, Negotiation, Westlaw, Legal Documents, Legal Assistance, Legal Research, Document Review, Real Estate Transactions, Bankruptcy, Litigation Support, Lexis, Depositions, Trials, Legal Compliance
Education
Touro College 2007 — 2007
Paralegal Certificate, Legal
Long Island Business Institute
Merrill Lynch February 2015 - Present
The Community Preservation Corporation June 2011 - Present
Skills
Notary Public, Real Estate Financing, Real Estate, Legal Writing, Negotiation, Westlaw, Legal Documents, Legal Assistance, Legal Research, Document Review, Real Estate Transactions, Bankruptcy, Litigation Support, Lexis, Depositions, Trials, Legal Compliance
Education
Touro College 2007 — 2007
Paralegal Certificate, Legal
Long Island Business Institute
Tom Bellino Tom Bellino's Merrill Lynch Experience June 1986 - August 2002
Job CEO at BDS CONSULTING LLC
Industry Management Consulting
Experience
BDS Consulting LLC November 2012 - Present
RAFT Consulting August 2010 - November 2012
Kaitlynn Industries May 2003 - November 2012
Merrill Lynch June 1986 - August 2002
Skills
Program Management, CRM, Equities, Contract Negotiation, Due Diligence, Venture Capital, Management, Change Management, Project Planning, Private Equity, Business Planning, New Business Development, Strategic Planning, Portfolio Management, Analysis, Asset Managment, Business Process, Financial Services, Negotiation, Business Development, Valuation, Budgets
Education
Long Island University, Brooklyn Campus 1964 — 1969
Physical Education, Mathematics, Psychology
BDS Consulting LLC November 2012 - Present
RAFT Consulting August 2010 - November 2012
Kaitlynn Industries May 2003 - November 2012
Merrill Lynch June 1986 - August 2002
Skills
Program Management, CRM, Equities, Contract Negotiation, Due Diligence, Venture Capital, Management, Change Management, Project Planning, Private Equity, Business Planning, New Business Development, Strategic Planning, Portfolio Management, Analysis, Asset Managment, Business Process, Financial Services, Negotiation, Business Development, Valuation, Budgets
Education
Long Island University, Brooklyn Campus 1964 — 1969
Physical Education, Mathematics, Psychology
Asaf Buchner Asaf Buchner's Merrill Lynch Experience June 2004 - October 2004
Job Vice President at ParthenonErnst & Young
Industry Financial Services
Experience
Parthenon - Ernst & Young June 2010 - Present
UBS Wealth Management September 2007 - May 2010
Jupiter Research January 2005 - September 2007
Merrill Lynch June 2004 - October 2004
Value Partners January 2000 - February 2002
Herzog, Fox & Neeman 1998 - 1999
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Equities, Mergers, Investments, Business Strategy, Portfolio Management, Management Consulting, Financial Services, Capital Markets, Asset Managment, Investment Banking, Hedge Funds, Emerging Markets, Competitive Analysis, Business Analysis, Awesomeness, Mergers & Acquisitions, Analysis, Banking, Asset Management, Strategy, General Awesomeness, Management, Market Research, Alternative Investments, Corporate Development
Education
London Business School 2004 — 2004
IEP2004, Strategy, Finance
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Tel Aviv University 1994 — 1998
LL.B., Commercial Law
Northwestern University School of Law 1996 — 1997
Exchange Student, Commercial Law
Parthenon - Ernst & Young June 2010 - Present
UBS Wealth Management September 2007 - May 2010
Jupiter Research January 2005 - September 2007
Merrill Lynch June 2004 - October 2004
Value Partners January 2000 - February 2002
Herzog, Fox & Neeman 1998 - 1999
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Equities, Mergers, Investments, Business Strategy, Portfolio Management, Management Consulting, Financial Services, Capital Markets, Asset Managment, Investment Banking, Hedge Funds, Emerging Markets, Competitive Analysis, Business Analysis, Awesomeness, Mergers & Acquisitions, Analysis, Banking, Asset Management, Strategy, General Awesomeness, Management, Market Research, Alternative Investments, Corporate Development
Education
London Business School 2004 — 2004
IEP2004, Strategy, Finance
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Tel Aviv University 1994 — 1998
LL.B., Commercial Law
Northwestern University School of Law 1996 — 1997
Exchange Student, Commercial Law
Raymond Charouneau's Merrill Lynch Experience June 2007 - April 2013
Job Vice President at Merrill Lynch
Industry Banking
Experience
Merrill Lynch June 2007 - April 2013
Citigroup October 2000 - June 2007
Angel Morgan Ltd 1994 - 2000
Skills
Spanish, Equities, Equity Derivatives, Product Control, Derivatives, Investment Banking, Exotic Derivatives, Middle Office, Options, Structured Products, Mutual Funds, Financial Markets, Financial Analysis, Finance
Education
London Metropolitan University 1990 — 1993
BA (Hons), Financial Economics
John Lea School 1982 — 1990
1 O' Level, 1 A/S Level, 8 GCSE's, 3 A' Levels
Merrill Lynch June 2007 - April 2013
Citigroup October 2000 - June 2007
Angel Morgan Ltd 1994 - 2000
Skills
Spanish, Equities, Equity Derivatives, Product Control, Derivatives, Investment Banking, Exotic Derivatives, Middle Office, Options, Structured Products, Mutual Funds, Financial Markets, Financial Analysis, Finance
Education
London Metropolitan University 1990 — 1993
BA (Hons), Financial Economics
John Lea School 1982 — 1990
1 O' Level, 1 A/S Level, 8 GCSE's, 3 A' Levels
Alyssa Bennett's Merrill Lynch Experience July 2013 - December 2013
Job Business
Industry Research
Experience
Long Island University Athletics January 2014 - July 2015
Merrill Lynch July 2013 - December 2013
New York Yankees January 2013 - July 2013
Right To Play August 2012 - December 2012
St. John's University Volleyball Team August 2010 - May 2012
Skills
Sports, Social Media, Facebook, Event Planning, PowerPoint, Social Networking, Microsoft Office, Public Speaking, Event Management, Microsoft Word, Social Media Marketing, Microsoft Excel, Public Relations, Customer Service, Sports Marketing, Marketing, Time Management, Research, Photoshop, Management, Sports Management, Coaching, Media Relations, Interviews
Education
LIU Brooklyn 2014 — 2015
Master of Business Administration (M.B.A.)
St. John's University 2010 — 2012
Bachelor's degree, Sports Management, Business Management
Robert Morris University 2008 — 2010
Long Island University Athletics January 2014 - July 2015
Merrill Lynch July 2013 - December 2013
New York Yankees January 2013 - July 2013
Right To Play August 2012 - December 2012
St. John's University Volleyball Team August 2010 - May 2012
Skills
Sports, Social Media, Facebook, Event Planning, PowerPoint, Social Networking, Microsoft Office, Public Speaking, Event Management, Microsoft Word, Social Media Marketing, Microsoft Excel, Public Relations, Customer Service, Sports Marketing, Marketing, Time Management, Research, Photoshop, Management, Sports Management, Coaching, Media Relations, Interviews
Education
LIU Brooklyn 2014 — 2015
Master of Business Administration (M.B.A.)
St. John's University 2010 — 2012
Bachelor's degree, Sports Management, Business Management
Robert Morris University 2008 — 2010
Manish Nayar's Merrill Lynch Experience June 2006 - September 2008
Job
Industry Renewables & Environment
Experience
MaRS Discovery District November 2014 - Present
OYA Ventures July 2009 - Present
OYA Solar Inc June 2009 - Present
Polar Racking June 2009 - Present
Merrill Lynch June 2006 - September 2008
Judricks Enterprises Ltd September 2001 - June 2006
Skills
Financial Modeling, Emerging Markets, Project Finance, Business Strategy, Due Diligence, Start-ups, Cleantech, Private Equity, Valuation, Corporate Development, Strategic Planning, Renewable Energy, Solar Energy, Strategy, Mergers, Alternative Energy, Venture Capital, M&A experience, Management Consulting, Mergers & Acquisitions, Energy, Corporate Finance, Entrepreneurship, Financial Analysis, Strategic Consulting, Restructuring, Business Planning, Finance, Investments
Education
London Business School 2009 — 2009
MBA, Finance
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance and Strategy
Western University 2000 — 2001
B.Sc, Applied Mathematics
Western University 1996 — 2000
B.E.Sc, Computer Engineering
MaRS Discovery District November 2014 - Present
OYA Ventures July 2009 - Present
OYA Solar Inc June 2009 - Present
Polar Racking June 2009 - Present
Merrill Lynch June 2006 - September 2008
Judricks Enterprises Ltd September 2001 - June 2006
Skills
Financial Modeling, Emerging Markets, Project Finance, Business Strategy, Due Diligence, Start-ups, Cleantech, Private Equity, Valuation, Corporate Development, Strategic Planning, Renewable Energy, Solar Energy, Strategy, Mergers, Alternative Energy, Venture Capital, M&A experience, Management Consulting, Mergers & Acquisitions, Energy, Corporate Finance, Entrepreneurship, Financial Analysis, Strategic Consulting, Restructuring, Business Planning, Finance, Investments
Education
London Business School 2009 — 2009
MBA, Finance
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance and Strategy
Western University 2000 — 2001
B.Sc, Applied Mathematics
Western University 1996 — 2000
B.E.Sc, Computer Engineering
Daniel Nebelung Daniel Nebelung's Merrill Lynch Experience April 2007 - October 2009
Job Director at Societe Generale
Industry Financial Services
Experience
Société Générale October 2009 - Present
Merrill Lynch April 2007 - October 2009
Morgan Stanley August 2005 - April 2007
Morgan Stanley June 2004 - August 2004
Goldman Sachs July 2000 - July 2003
Education
London Business School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1996 — 2000
Bs. of Science, Finance
Société Générale October 2009 - Present
Merrill Lynch April 2007 - October 2009
Morgan Stanley August 2005 - April 2007
Morgan Stanley June 2004 - August 2004
Goldman Sachs July 2000 - July 2003
Education
London Business School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1996 — 2000
Bs. of Science, Finance
David Millan Velez's Merrill Lynch Experience July 1997 - December 1998
Job Partner M&A
Industry Financial Services
Experience
Fortaleza Capital Partners LLC March 2012 - Present
Advent-Morro Equity Partners January 2011 - February 2012
Accelera Consulting Ltd March 2010 - December 2010
BNP Paribas Clean Energy Partners January 2008 - March 2010
ABN AMRO January 2000 - 2007
Merrill Lynch July 1997 - December 1998
Bancolombia August 1996 - September 1996
Skills
Private Equity, Venture Capital, Websites, Valuation, Management Consulting, Investments, Investment Banking, Economics, Strategic Planning, Financial Modeling, Corporate Finance, Emerging Markets, Asset Management, Due Diligence, Portfolio Management
Education
London Business School 2007 — 2008
MSc, Finance
SDA Bocconi 1999 — 1999
MIEM, Finance and Economics
Princeton University 1993 — 1997
AB, Economics
Colegio San Ignacio 1988 — 1993
High School Diploma
Fortaleza Capital Partners LLC March 2012 - Present
Advent-Morro Equity Partners January 2011 - February 2012
Accelera Consulting Ltd March 2010 - December 2010
BNP Paribas Clean Energy Partners January 2008 - March 2010
ABN AMRO January 2000 - 2007
Merrill Lynch July 1997 - December 1998
Bancolombia August 1996 - September 1996
Skills
Private Equity, Venture Capital, Websites, Valuation, Management Consulting, Investments, Investment Banking, Economics, Strategic Planning, Financial Modeling, Corporate Finance, Emerging Markets, Asset Management, Due Diligence, Portfolio Management
Education
London Business School 2007 — 2008
MSc, Finance
SDA Bocconi 1999 — 1999
MIEM, Finance and Economics
Princeton University 1993 — 1997
AB, Economics
Colegio San Ignacio 1988 — 1993
High School Diploma
Alister Murray's Merrill Lynch Experience December 2005 - February 2007
Job
Industry Financial Services
Experience
Merrill Lynch December 2005 - February 2007
Goldman Sachs May 2000 - April 2005
AIG October 1997 - April 2000
Prudential Securities 1996 - 1997
US Army August 1988 - August 1992
Skills
Integration, Vendor Management, Software Project..., Cross-functional Team..., Capital Budgeting, Risk Management, IT Strategy, SDLC, Process Improvement, Team Leadership, Resource Management, PMO, Project Management, Management, Leadership, Information Technology, Unix
Education
The Polytechnic Institute of New York University 1999 — 2001
MS
Long Island University, Brooklyn Campus 1992 — 1996
BS
Erasmus Hall HS 1984 — 1988
Merrill Lynch December 2005 - February 2007
Goldman Sachs May 2000 - April 2005
AIG October 1997 - April 2000
Prudential Securities 1996 - 1997
US Army August 1988 - August 1992
Skills
Integration, Vendor Management, Software Project..., Cross-functional Team..., Capital Budgeting, Risk Management, IT Strategy, SDLC, Process Improvement, Team Leadership, Resource Management, PMO, Project Management, Management, Leadership, Information Technology, Unix
Education
The Polytechnic Institute of New York University 1999 — 2001
MS
Long Island University, Brooklyn Campus 1992 — 1996
BS
Erasmus Hall HS 1984 — 1988
Ilona (Vogel) Brenowitz's Merrill Lynch Experience March 2007 - Present
Job Vice President at Bank of America / Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch March 2007 - Present
NYSE 2004 - 2007
Weight Watchers.com 2003 - 2004
Viacom/ MTV Networks 1999 - 2003
Dean Witter 1996 - 1999
Skills
Vendor Management, Trading Systems, IT Strategy, Market Data, Disaster Recovery, Infrastructure, Leadership, Risk Management, SDLC, Management, Business Analysis, Program Management, Financial Services, Strategy, Equities, Portfolio Management, IT Management, Fixed Income, Electronic Trading, PMO, Investment Banking, Derivatives, Capital Markets, Equity Trading, Prime Brokerage, Equity Derivatives, Reference Data
Education
LIU Post
Merrill Lynch March 2007 - Present
NYSE 2004 - 2007
Weight Watchers.com 2003 - 2004
Viacom/ MTV Networks 1999 - 2003
Dean Witter 1996 - 1999
Skills
Vendor Management, Trading Systems, IT Strategy, Market Data, Disaster Recovery, Infrastructure, Leadership, Risk Management, SDLC, Management, Business Analysis, Program Management, Financial Services, Strategy, Equities, Portfolio Management, IT Management, Fixed Income, Electronic Trading, PMO, Investment Banking, Derivatives, Capital Markets, Equity Trading, Prime Brokerage, Equity Derivatives, Reference Data
Education
LIU Post
Umi Mehta's Merrill Lynch Experience 2010 - Present
Job Director Internet Investment Banking at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 2010 - Present
RBC Capital Markets 2008 - 2010
BMO Capital Markets 2004 - 2006
Carlyle Group 2002 - 2004
Skills
Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
London Business School 2007 — 2007
MBA, International Exchange Program
Northeastern University 1997 — 2002
BS, Finance & Management Information Systems
Merrill Lynch 2010 - Present
RBC Capital Markets 2008 - 2010
BMO Capital Markets 2004 - 2006
Carlyle Group 2002 - 2004
Skills
Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
London Business School 2007 — 2007
MBA, International Exchange Program
Northeastern University 1997 — 2002
BS, Finance & Management Information Systems
leslie tobias's Merrill Lynch Experience 1984 - 1988
Job Reference/YA Librarian at Levittown Public Library
Industry Management Consulting
Experience
Levittown Public Library July 2014 - Present
Towers Watson (formerly Towers Perrin) 2009 - 2013
Towers Perrin 1988 - 2008
Merrill Lynch 1984 - 1988
The Conference Board 1981 - 1984
Skills
Research, Knowledge Management, Information Management, Microsoft Office, Content Management, Web 2.0, Library, Data Analysis, Project Management, Training, SharePoint, Editing, Change Management, Program Management, Business Analysis, Management, Libraries, Leadership
Education
LIU Post 1978 — 1979
MLS, Library Science
LIU Post 1975 — 1977
BA, English Education
Levittown Public Library July 2014 - Present
Towers Watson (formerly Towers Perrin) 2009 - 2013
Towers Perrin 1988 - 2008
Merrill Lynch 1984 - 1988
The Conference Board 1981 - 1984
Skills
Research, Knowledge Management, Information Management, Microsoft Office, Content Management, Web 2.0, Library, Data Analysis, Project Management, Training, SharePoint, Editing, Change Management, Program Management, Business Analysis, Management, Libraries, Leadership
Education
LIU Post 1978 — 1979
MLS, Library Science
LIU Post 1975 — 1977
BA, English Education
Peter Ragano's Merrill Lynch Experience July 1995 - February 2006
Job Managing Editor/Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2011 - Present
Wilton 2007 - 2012
UBS Wealth Management July 2007 - April 2009
UBS 2007 - 2009
Merrill Lynch July 1995 - February 2006
Tillamook County Women's Resource Center 1983 - 1993
Skills
Research, Marketing Communications, Editing, Copywriting, Management, Content Development, Finance
Education
LIU Post 1983 — 1987
Music Performance
JPMorgan Chase 2011 - Present
Wilton 2007 - 2012
UBS Wealth Management July 2007 - April 2009
UBS 2007 - 2009
Merrill Lynch July 1995 - February 2006
Tillamook County Women's Resource Center 1983 - 1993
Skills
Research, Marketing Communications, Editing, Copywriting, Management, Content Development, Finance
Education
LIU Post 1983 — 1987
Music Performance
Jim McCary, CFA's Merrill Lynch Experience August 2003 - December 2003
Job Sr. Portfolio Management Officer at Bank of America
Industry Banking
Experience
Bank of America June 2011 - Present
Bank of America December 2009 - June 2011
GSC Group March 2007 - June 2008
Fitch Ratings February 2004 - March 2007
Merrill Lynch August 2003 - December 2003
Education
Linfield College 1999 — 2003
Bachelor of Science, Finance
Bank of America June 2011 - Present
Bank of America December 2009 - June 2011
GSC Group March 2007 - June 2008
Fitch Ratings February 2004 - March 2007
Merrill Lynch August 2003 - December 2003
Education
Linfield College 1999 — 2003
Bachelor of Science, Finance
Robert Schweidel's Merrill Lynch Experience October 2010 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Citi August 2004 - October 2010
Citi January 2001 - August 2004
Fleet Credit Card Services December 1996 - December 1999
Princeton Management Resources September 1994 - December 1996
Education
LIU Post 1989 — 1993
Bachelor of Science, Marketing
Merrill Lynch October 2010 - Present
Citi August 2004 - October 2010
Citi January 2001 - August 2004
Fleet Credit Card Services December 1996 - December 1999
Princeton Management Resources September 1994 - December 1996
Education
LIU Post 1989 — 1993
Bachelor of Science, Marketing
Allen Fair's Merrill Lynch Experience November 1997 - April 1998
Job Lead Software Engineer & Architect
Industry Information Technology and Services
Experience
BIGLIST October 2001 - Present
theglobe.com 1998 - 2001
Merrill Lynch November 1997 - April 1998
TV Guide Magazine 1986 - 1997
Vanguard Group 1992 - 1993
Skills
Ruby, Perl, PHP, JavaScript, Shell Scripting, PostgreSQL, Redis, Ruby on Rails, Unix, Linux, Ubuntu, FreeBSD, Git, Mac OS X, Qmail, HTML, CSS
Education
Lock Haven University of Pennsylvania 1982 — 1986
BS
BIGLIST October 2001 - Present
theglobe.com 1998 - 2001
Merrill Lynch November 1997 - April 1998
TV Guide Magazine 1986 - 1997
Vanguard Group 1992 - 1993
Skills
Ruby, Perl, PHP, JavaScript, Shell Scripting, PostgreSQL, Redis, Ruby on Rails, Unix, Linux, Ubuntu, FreeBSD, Git, Mac OS X, Qmail, HTML, CSS
Education
Lock Haven University of Pennsylvania 1982 — 1986
BS
Lisa Overzat's Merrill Lynch Experience June 1999 - August 1999
Job Manager, Compensation
Industry Human Resources
Experience
NBTY February 2015 - Present
Winthrop-University Hospital January 2010 - January 2015
Mercy Medical Center, Rockville Centre, NY August 2008 - January 2010
Canon USA March 2008 - August 2008
Parsons Brinckerhoff July 2007 - March 2008
St. Francis Hospital April 2001 - July 2007
Mt. Sinai NYU Health October 2000 - April 2001
AFA Protective Systems, Inc. August 1999 - October 2000
Merrill Lynch June 1999 - August 1999
Skills
HRIS, Employee Benefits, Human Resources, Compensation Structure..., Onboarding, Compensation Structures, Deferred Compensation, Benefits Administration, Management, New Hire Orientations, Applicant Tracking..., Talent Acquisition
Education
LIU Post 2003 — 2005
MBA
Penn State University- University Park Campus 1994 — 1998
BS
NBTY February 2015 - Present
Winthrop-University Hospital January 2010 - January 2015
Mercy Medical Center, Rockville Centre, NY August 2008 - January 2010
Canon USA March 2008 - August 2008
Parsons Brinckerhoff July 2007 - March 2008
St. Francis Hospital April 2001 - July 2007
Mt. Sinai NYU Health October 2000 - April 2001
AFA Protective Systems, Inc. August 1999 - October 2000
Merrill Lynch June 1999 - August 1999
Skills
HRIS, Employee Benefits, Human Resources, Compensation Structure..., Onboarding, Compensation Structures, Deferred Compensation, Benefits Administration, Management, New Hire Orientations, Applicant Tracking..., Talent Acquisition
Education
LIU Post 2003 — 2005
MBA
Penn State University- University Park Campus 1994 — 1998
BS
Heathyr Nance's Merrill Lynch Experience 1995 - 1998
Job Owner, Acorn Virtual Services Business Solutions
Industry Events Services
Experience
Acorn Virtual 2004 - October 2009
Xcel Pharmaceuticals 2001 - 2003
Pfizer 1998 - 2001
Merrill Lynch 1995 - 1998
Education
Linfield College 1991 — 1995
BA, Finance, French
Acorn Virtual 2004 - October 2009
Xcel Pharmaceuticals 2001 - 2003
Pfizer 1998 - 2001
Merrill Lynch 1995 - 1998
Education
Linfield College 1991 — 1995
BA, Finance, French
Rainey Sellars's Merrill Lynch Experience 1993 - 2002
Job Managing Director Marketing at Morgan Creek Capital Management
Industry Investment Management
Experience
Morgan Creek Capital Management May 2011 - Present
Signet Management, LLC 2008 - 2009
Merrill Lynch 1993 - 2002
Merrill Lynch 1993 - 2002
Merrill Lynch 1993 - 2002
Education
London Business School 1989 — 1991
University of North Carolina at Chapel Hill 1981 — 1985
BS, Chemistry & Economics
Morgan Creek Capital Management May 2011 - Present
Signet Management, LLC 2008 - 2009
Merrill Lynch 1993 - 2002
Merrill Lynch 1993 - 2002
Merrill Lynch 1993 - 2002
Education
London Business School 1989 — 1991
University of North Carolina at Chapel Hill 1981 — 1985
BS, Chemistry & Economics
Julia Valuyeva's Merrill Lynch Experience May 2014 - Present
Job Algorithmic Trading Quantitative Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Credit Suisse August 2011 - May 2014
Interactive Brokers September 2009 - August 2011
Bear Stearns & J.P. Morgan April 2006 - January 2009
Citigroup 2004 - 2006
UBS 2002 - 2004
IBM T.J. Watson Research Center 2000 - 2002
Skills
Trading Systems, Electronic Trading, Options, Equities, Proprietary Trading, Market Making, Statistical Arbitrage, High Frequency Trading, Interest Rate..., Derivatives, Trading, Trading System, Volatility, Trading Strategies, Series 7, Quantitative Finance, Quantitative Investing, Bloomberg, Best Execution, Transaction Cost..., Data Science, Big Data, Large-scale Data..., Real-time Data, Data Analysis, Data Modeling
Education
Ohio University 1993 — 1999
Ph.D, Mathematics
Lomonosov Moscow State University (MSU) 1987 — 1993
M.S., Mathematics
English Language P.S. 7, Moscow, Russia
Merrill Lynch May 2014 - Present
Credit Suisse August 2011 - May 2014
Interactive Brokers September 2009 - August 2011
Bear Stearns & J.P. Morgan April 2006 - January 2009
Citigroup 2004 - 2006
UBS 2002 - 2004
IBM T.J. Watson Research Center 2000 - 2002
Skills
Trading Systems, Electronic Trading, Options, Equities, Proprietary Trading, Market Making, Statistical Arbitrage, High Frequency Trading, Interest Rate..., Derivatives, Trading, Trading System, Volatility, Trading Strategies, Series 7, Quantitative Finance, Quantitative Investing, Bloomberg, Best Execution, Transaction Cost..., Data Science, Big Data, Large-scale Data..., Real-time Data, Data Analysis, Data Modeling
Education
Ohio University 1993 — 1999
Ph.D, Mathematics
Lomonosov Moscow State University (MSU) 1987 — 1993
M.S., Mathematics
English Language P.S. 7, Moscow, Russia
Richard J. Ranieri's Merrill Lynch Experience June 2000 - September 2005
Job Managing Director Financial Advisor Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2011 - Present
Morgan Stanley Smith Barney September 2005 - December 2011
Merrill Lynch June 2000 - September 2005
Smith Barney November 1984 - July 2000
Skills
Investments, Asset Allocation, Financial Services, High Net Worth..., Asset, Retirement Planning, Wealth Accumulation, Finance, Insurance, Financial Advisory, Financial Risk, Asset Management, Mutual Funds, Alternative Investments, Securities, Investment Strategies, Fixed Income, Creativity, Management, Writing
Education
LIU Post 1978 — 1980
BS in BA, Marketing
Wells Fargo Advisors, LLC December 2011 - Present
Morgan Stanley Smith Barney September 2005 - December 2011
Merrill Lynch June 2000 - September 2005
Smith Barney November 1984 - July 2000
Skills
Investments, Asset Allocation, Financial Services, High Net Worth..., Asset, Retirement Planning, Wealth Accumulation, Finance, Insurance, Financial Advisory, Financial Risk, Asset Management, Mutual Funds, Alternative Investments, Securities, Investment Strategies, Fixed Income, Creativity, Management, Writing
Education
LIU Post 1978 — 1980
BS in BA, Marketing
McGowan, Michael's Merrill Lynch Experience October 1993 - Present
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 1993 - Present
Skills
Equities, Fixed Income, Wealth Management, Portfolio Management, Customer Service, Marketing, Small Business, Team Building, Alternative Investments, Leadership, Public Speaking, Management, Risk Management, Series 7, Asset Allocation, Securities
Education
Long Island University, C.W. Post Campus 1959 — 1962
Bachelor of Science, Business Administration, Summa Cum Laude
Merrill Lynch October 1993 - Present
Skills
Equities, Fixed Income, Wealth Management, Portfolio Management, Customer Service, Marketing, Small Business, Team Building, Alternative Investments, Leadership, Public Speaking, Management, Risk Management, Series 7, Asset Allocation, Securities
Education
Long Island University, C.W. Post Campus 1959 — 1962
Bachelor of Science, Business Administration, Summa Cum Laude
Glenn Halsey's Merrill Lynch Experience April 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Maran Corporate Risk Associates January 1997 - March 2013
Liberty Mutual October 1993 - November 1995
Skills
Investments, Insurance, Financial Reporting, Finance, Risk Management, Financial Risk, Commercial Insurance, Strategic Financial..., Workers Compensation, Property & Casualty..., Accounting, Strategic Planning, Financial Analysis, Budgets, Microsoft Excel, Financial Services, Series 7, Mergers & Acquisitions, New Business Development, Property, P&C License, Hold Series 7, Hold Series 66, CRPC
Education
LIU Post 1991 — 1993
M.B.A., Finance
State University of New York College at Geneseo 1984 — 1988
Bachelor of Arts (BA), Psychology
Merrill Lynch April 2013 - Present
Maran Corporate Risk Associates January 1997 - March 2013
Liberty Mutual October 1993 - November 1995
Skills
Investments, Insurance, Financial Reporting, Finance, Risk Management, Financial Risk, Commercial Insurance, Strategic Financial..., Workers Compensation, Property & Casualty..., Accounting, Strategic Planning, Financial Analysis, Budgets, Microsoft Excel, Financial Services, Series 7, Mergers & Acquisitions, New Business Development, Property, P&C License, Hold Series 7, Hold Series 66, CRPC
Education
LIU Post 1991 — 1993
M.B.A., Finance
State University of New York College at Geneseo 1984 — 1988
Bachelor of Arts (BA), Psychology
Susan A. Thornton's Merrill Lynch Experience May 2004 - September 2008
Job ResultsOriented Marketing Professional and Business Manager
Industry Management Consulting
Experience
Technical Engineering Service Corporation October 2010 - Present
Merrill Lynch May 2004 - September 2008
Merrill Lynch December 1999 - May 2004
Merrill Lynch July 1997 - December 1999
Merrill Lynch June 1996 - July 1997
FOSTER HIGGINS & CO., INC May 1994 - June 1996
JC COMMUNICATIONS May 1991 - May 1994
ALLERGAN OPTICAL April 1987 - May 1991
Education
LIU Post
B.S., Marketing
Mercer County Community College
Certificate in Gerontology - Healthcare Program 2008-2009
The Dale Carnegie Sales Institute
Sales Course
Technical Engineering Service Corporation October 2010 - Present
Merrill Lynch May 2004 - September 2008
Merrill Lynch December 1999 - May 2004
Merrill Lynch July 1997 - December 1999
Merrill Lynch June 1996 - July 1997
FOSTER HIGGINS & CO., INC May 1994 - June 1996
JC COMMUNICATIONS May 1991 - May 1994
ALLERGAN OPTICAL April 1987 - May 1991
Education
LIU Post
B.S., Marketing
Mercer County Community College
Certificate in Gerontology - Healthcare Program 2008-2009
The Dale Carnegie Sales Institute
Sales Course
Sofya Basova's Merrill Lynch Experience July 1996 - October 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Barclays Wealth Management Co May 2010 - June 2015
TheKnot April 2007 - October 2007
Prudential Financial August 2000 - February 2001
Chase Manhattan Bank March 2000 - October 2000
Securities Industry Automation Corp October 1999 - March 2000
Merrill Lynch July 1996 - October 1999
Pershing February 1996 - June 1996
Skills
C#, SQL Server, Visual Studio, HTML, XML, ADO.NET, DB2, JavaScript, CSS, Query Analyzer, .NET, SQL, ASP.NET, Application Development, Database Design, Databases, Stored Procedures, OOP, Database Development, Agile, XSLT, Microsoft SQL Server, Software Development, Agile Methodologies, SDLC, Requirements Analysis
Education
New York University 2005 — 2005
ASP.NET Certificate, Computer Science
New York University 2004 — 2005
ASP.NET Certificate, Computer Science
Lomonosov Moscow State University (MSU)
Master's degree, Political Economy
Moscow State University
MS, Political Geography
Barclays Wealth Management Co May 2010 - June 2015
TheKnot April 2007 - October 2007
Prudential Financial August 2000 - February 2001
Chase Manhattan Bank March 2000 - October 2000
Securities Industry Automation Corp October 1999 - March 2000
Merrill Lynch July 1996 - October 1999
Pershing February 1996 - June 1996
Skills
C#, SQL Server, Visual Studio, HTML, XML, ADO.NET, DB2, JavaScript, CSS, Query Analyzer, .NET, SQL, ASP.NET, Application Development, Database Design, Databases, Stored Procedures, OOP, Database Development, Agile, XSLT, Microsoft SQL Server, Software Development, Agile Methodologies, SDLC, Requirements Analysis
Education
New York University 2005 — 2005
ASP.NET Certificate, Computer Science
New York University 2004 — 2005
ASP.NET Certificate, Computer Science
Lomonosov Moscow State University (MSU)
Master's degree, Political Economy
Moscow State University
MS, Political Geography
Joseph Sroka, CFA, CMT's Merrill Lynch Experience June 1999 - February 2004
Job Chief Investment Officer at NovaPoint Capital LLC
Industry Investment Management
Experience
NovaPoint Capital LLC June 2015 - Present
The Algonquin Company, LLC August 2011 - Present
Spectrum Advisory Services, Inc. April 2014 - May 2015
GMT Capital Corp. March 2008 - September 2011
Epoch Investment Partners July 2005 - February 2007
Ironbound Capital Management February 2004 - June 2005
Merrill Lynch June 1999 - February 2004
ABN AMRO 1997 - 1999
US Army May 1988 - June 1992
Skills
Hedge Funds, Equity Research, Technical Analysis, Financial Analysis, Equities, Alternative Investments, Investments, Industry Analysis, Asset Management, Portfolio Management, Due Diligence, Weapons, Military Leadership, Strategic Leadership, Team Leadership, Entrepreneurship, Financial Services, Leadership, Finance, Competitive Analysis, Management, Corporate Finance, Military, Venture Capital, Start-ups, Strategy
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance & Accounting
London Business School 1997 — 1997
MBA Exchange Program, Finance
United States Military Academy at West Point 1984 — 1988
BS, Sociology
NovaPoint Capital LLC June 2015 - Present
The Algonquin Company, LLC August 2011 - Present
Spectrum Advisory Services, Inc. April 2014 - May 2015
GMT Capital Corp. March 2008 - September 2011
Epoch Investment Partners July 2005 - February 2007
Ironbound Capital Management February 2004 - June 2005
Merrill Lynch June 1999 - February 2004
ABN AMRO 1997 - 1999
US Army May 1988 - June 1992
Skills
Hedge Funds, Equity Research, Technical Analysis, Financial Analysis, Equities, Alternative Investments, Investments, Industry Analysis, Asset Management, Portfolio Management, Due Diligence, Weapons, Military Leadership, Strategic Leadership, Team Leadership, Entrepreneurship, Financial Services, Leadership, Finance, Competitive Analysis, Management, Corporate Finance, Military, Venture Capital, Start-ups, Strategy
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance & Accounting
London Business School 1997 — 1997
MBA Exchange Program, Finance
United States Military Academy at West Point 1984 — 1988
BS, Sociology
Adam Layne's Merrill Lynch Experience September 2011 - June 2013
Job ______________________
Industry Financial Services
Experience
All Things Media June 2013 - Present
Merrill Lynch September 2011 - June 2013
Morgan Stanley Smith Barney 2010 - August 2011
Fiserv Interactive Technologies 2000 - 2006
The Chase Manhattan Bank 1992 - 2000
Skills
Finance, Strategic Planning, Investment Banking, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Business Strategy, Investments, Equities, Wealth Management, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Series 7, Capital Markets, Financial Modeling, Asset Managment, Financial Services, Mutual Funds, Financial Analysis, Retirement Planning, Investment Advisory, Private Equity, Trading, Securities, Hedge Funds, Valuation, Risk Management, Financial Markets, Banking, Insurance, Financial Risk, Credit, Business Intelligence, Financial Planning
Education
London Business School 1990 — 1992
MBA
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
BA, Finance
Summit High School 1978 — 1981
Syracuse University
BA, Finance, General
All Things Media June 2013 - Present
Merrill Lynch September 2011 - June 2013
Morgan Stanley Smith Barney 2010 - August 2011
Fiserv Interactive Technologies 2000 - 2006
The Chase Manhattan Bank 1992 - 2000
Skills
Finance, Strategic Planning, Investment Banking, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Business Strategy, Investments, Equities, Wealth Management, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Series 7, Capital Markets, Financial Modeling, Asset Managment, Financial Services, Mutual Funds, Financial Analysis, Retirement Planning, Investment Advisory, Private Equity, Trading, Securities, Hedge Funds, Valuation, Risk Management, Financial Markets, Banking, Insurance, Financial Risk, Credit, Business Intelligence, Financial Planning
Education
London Business School 1990 — 1992
MBA
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
BA, Finance
Summit High School 1978 — 1981
Syracuse University
BA, Finance, General
Valerie Manas's Merrill Lynch Experience September 2010 - September 2011
Job Client Relationship Manager at Experian Marketing Services
Industry Marketing and Advertising
Experience
Experian Marketing Services October 2014 - Present
TABcom,LLC January 2013 - July 2014
Experian CheetahMail September 2011 - January 2013
Merrill Lynch September 2010 - September 2011
J.P. Morgan February 2010 - September 2010
Smith Barney January 2009 - February 2010
Prudential Financial June 2008 - August 2008
Skills
Management, Marketing, Customer Service, Sales
Education
LIU Post 2006 — 2009
Bachelor’s Degree, Finance & Management
LIU Post 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
Experian Marketing Services October 2014 - Present
TABcom,LLC January 2013 - July 2014
Experian CheetahMail September 2011 - January 2013
Merrill Lynch September 2010 - September 2011
J.P. Morgan February 2010 - September 2010
Smith Barney January 2009 - February 2010
Prudential Financial June 2008 - August 2008
Skills
Management, Marketing, Customer Service, Sales
Education
LIU Post 2006 — 2009
Bachelor’s Degree, Finance & Management
LIU Post 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
Peter Peluso's Merrill Lynch Experience 1980 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank of America 2008 - Present
Merrill Lynch 1980 - Present
Merrill, Lynch, Pierce Fenner and Smith Inc. 1980 - Present
Skills
Securities, Series 7, Equities
Education
LIU Brooklyn 1976 — 1980
BA, Political Science
St. francis Preparatory 1973 — 1976
Bank of America 2008 - Present
Merrill Lynch 1980 - Present
Merrill, Lynch, Pierce Fenner and Smith Inc. 1980 - Present
Skills
Securities, Series 7, Equities
Education
LIU Brooklyn 1976 — 1980
BA, Political Science
St. francis Preparatory 1973 — 1976
Amy Ben-Maier's Merrill Lynch Experience 1997 - 2000
Job Substitute Teacher and Past VPK Teacher at Palm Beach County School District
Industry Primary/Secondary Education
Experience
Palm Beach County School District August 2011 - Present
Mary Kay Inc. December 2010 - Present
Palm Beach County School District January 2010 - Present
Walker Associates 2000 - 2001
Merrill Lynch 1997 - 2000
Skills
Public Speaking, Teaching, Microsoft Word, Customer Service, Social Media, Microsoft Excel, Non-profits, Curriculum Design, Fundraising, Instructional Design, Event Planning, Budgets, Staff Development, Higher Education
Education
LIU Post 1992 — 1995
BS, Education
University of Hartford 1991 — 1992
BS, Education
Palm Beach County School District August 2011 - Present
Mary Kay Inc. December 2010 - Present
Palm Beach County School District January 2010 - Present
Walker Associates 2000 - 2001
Merrill Lynch 1997 - 2000
Skills
Public Speaking, Teaching, Microsoft Word, Customer Service, Social Media, Microsoft Excel, Non-profits, Curriculum Design, Fundraising, Instructional Design, Event Planning, Budgets, Staff Development, Higher Education
Education
LIU Post 1992 — 1995
BS, Education
University of Hartford 1991 — 1992
BS, Education
Ed Weis's Merrill Lynch Experience 1997 - 2008
Job Dean, School of Business at Mercy College
Industry Investment Management
Experience
Mercy College 2012 - Present
Molloy College 2009 - 2012
Merrill Lynch 1997 - 2008
J.P. Morgan 1995 - 1997
Goldman Sachs 1993 - 1994
Education
University of Georgia - Terry College of Business 1991 — 1994
PhD, Finance
University of Tennessee College of Law 1988 — 1991
JD, Law
Lipscomb University 1986 — 1988
BS, Accounting
Mercy College 2012 - Present
Molloy College 2009 - 2012
Merrill Lynch 1997 - 2008
J.P. Morgan 1995 - 1997
Goldman Sachs 1993 - 1994
Education
University of Georgia - Terry College of Business 1991 — 1994
PhD, Finance
University of Tennessee College of Law 1988 — 1991
JD, Law
Lipscomb University 1986 — 1988
BS, Accounting
Steve Barabatko's Merrill Lynch Experience 1997 - 2003
Job Sr. PA at Merrill Lynch
Industry Information Technology and Services
Experience
Axelon(Merrill Lynch) November 2013 - Present
Experis IT April 2012 - November 2013
Matlen Silver Group November 2010 - March 2011
Tek Systems July 2006 - September 2007
Merrill Lynch 1997 - 2003
Skills
Data Warehousing, Microsoft SQL Server, Requirements Analysis, WebSphere MQ, Hardware, CICS, Intertest, Analysis, Interviews, Process Improvement, VSAM, Integration, IT Strategy, Fileaid, IBM Utilities, COBOL, SPUFI, Agile Methodologies, Visio, SDLC, DB2, Strategic Planning, Endeavor, XML, Software Development, IBM Mainframe, Technical Recruiting, Business Intelligence, Banking, SQL, Data Modeling, Business Analysis, Vendor Management, QMF, Software Project..., Databases, Scrum, Systems Analysis
Education
LIU Brooklyn 1991 — 1995
B.S, Biology
Axelon(Merrill Lynch) November 2013 - Present
Experis IT April 2012 - November 2013
Matlen Silver Group November 2010 - March 2011
Tek Systems July 2006 - September 2007
Merrill Lynch 1997 - 2003
Skills
Data Warehousing, Microsoft SQL Server, Requirements Analysis, WebSphere MQ, Hardware, CICS, Intertest, Analysis, Interviews, Process Improvement, VSAM, Integration, IT Strategy, Fileaid, IBM Utilities, COBOL, SPUFI, Agile Methodologies, Visio, SDLC, DB2, Strategic Planning, Endeavor, XML, Software Development, IBM Mainframe, Technical Recruiting, Business Intelligence, Banking, SQL, Data Modeling, Business Analysis, Vendor Management, QMF, Software Project..., Databases, Scrum, Systems Analysis
Education
LIU Brooklyn 1991 — 1995
B.S, Biology
Darryl Mozell's Merrill Lynch Experience 1997 - 2007
Job Database Operations Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 1997 - Present
Merrill Lynch 1997 - 2007
AT&T September 1987 - June 1997
Education
Livingstone College
BS, Math
Bank of America June 1997 - Present
Merrill Lynch 1997 - 2007
AT&T September 1987 - June 1997
Education
Livingstone College
BS, Math
Sergei Satchkov's Merrill Lynch Experience April 2006 - December 2009
Job Quantitative trader
Industry Financial Services
Experience
Deutsche Bank Securities January 2010 - March 2013
Merrill Lynch April 2006 - December 2009
Citi Group January 2005 - March 2006
Lotus Capital Partners February 2004 - October 2004
Goldman Sachs October 1998 - February 2004
Education
Lomonosov Moscow State University (MSU) 1988 — 1993
M.Sc.
Deutsche Bank Securities January 2010 - March 2013
Merrill Lynch April 2006 - December 2009
Citi Group January 2005 - March 2006
Lotus Capital Partners February 2004 - October 2004
Goldman Sachs October 1998 - February 2004
Education
Lomonosov Moscow State University (MSU) 1988 — 1993
M.Sc.
Sepanta Dorri's Merrill Lynch Experience June 2005 - September 2008
Job Metals and Mining Business Development Executive
Industry Mining & Metals
Experience
Xstrata 2008 - July 2013
Merrill Lynch June 2005 - September 2008
Citi 2004 - 2005
Arthur Andersen 1992 - 2002
Skills
Minerals, Gold, Mining, Iron Ore, Business Strategy, Base Metals, Mineral Exploration, Strategy
Education
London Business School 2002 — 2004
Master of Business Administration (MBA), Finance
University of Waterloo 1996 — 1997
Master of Accounting
Xstrata 2008 - July 2013
Merrill Lynch June 2005 - September 2008
Citi 2004 - 2005
Arthur Andersen 1992 - 2002
Skills
Minerals, Gold, Mining, Iron Ore, Business Strategy, Base Metals, Mineral Exploration, Strategy
Education
London Business School 2002 — 2004
Master of Business Administration (MBA), Finance
University of Waterloo 1996 — 1997
Master of Accounting
Jose Rasco's Merrill Lynch Experience August 2004 - May 2009
Job Managing Director, Head of Investment Strategy, HSBC Private Bank Americas
Industry Financial Services
Experience
HSBC Private Bank November 2010 - Present
Impact Investments, LLC May 2009 - February 2012
Merrill Lynch August 2004 - May 2009
Lehman Brothers 1989 - 1994
EF Hutton 1986 - 1987
Skills
Asset Allocation, Investment Strategies, Series 7, Equities, Investments, Alternative Investments, Asset Management, Banking, Bloomberg, Bonds, Derivatives, Capital Markets, Emerging Markets, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Portfolio Management, Private Banking, Private Equity, Structured Products, Valuation, Investment Management, Mutual Funds, Securities, Series 63, Trading, Options, Wealth Management, Wealth Management..., Alternative Investment...
Education
Long Island University, C.W. Post Campus
BS, Economics
HSBC Private Bank November 2010 - Present
Impact Investments, LLC May 2009 - February 2012
Merrill Lynch August 2004 - May 2009
Lehman Brothers 1989 - 1994
EF Hutton 1986 - 1987
Skills
Asset Allocation, Investment Strategies, Series 7, Equities, Investments, Alternative Investments, Asset Management, Banking, Bloomberg, Bonds, Derivatives, Capital Markets, Emerging Markets, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Portfolio Management, Private Banking, Private Equity, Structured Products, Valuation, Investment Management, Mutual Funds, Securities, Series 63, Trading, Options, Wealth Management, Wealth Management..., Alternative Investment...
Education
Long Island University, C.W. Post Campus
BS, Economics
Sandy Lasser's Merrill Lynch Experience April 1989 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1989 - Present
Skills
Equities, Financial Modeling, Valuation, Investment Banking, Capital Markets, Investments, Fixed Income, Financial Analysis, Private Equity, Bloomberg, Hedge Funds, Derivatives, Corporate Finance, Portfolio Management, Series 7, Securities, Alternative Investments, Asset Management, Mutual Funds, Due Diligence
Education
LIU Post
Merrill Lynch April 1989 - Present
Skills
Equities, Financial Modeling, Valuation, Investment Banking, Capital Markets, Investments, Fixed Income, Financial Analysis, Private Equity, Bloomberg, Hedge Funds, Derivatives, Corporate Finance, Portfolio Management, Series 7, Securities, Alternative Investments, Asset Management, Mutual Funds, Due Diligence
Education
LIU Post
Patrick Strickland's Merrill Lynch Experience January 1997 - January 2001
Job Telecom Project Manager
Industry Telecommunications
Experience
AT&T February 2001 - Present
Merrill Lynch January 1997 - January 2001
Republic National Bank of New York January 1984 - February 1995
Education
LIU Brooklyn 1968 — 1970
BS, Psychology
AT&T February 2001 - Present
Merrill Lynch January 1997 - January 2001
Republic National Bank of New York January 1984 - February 1995
Education
LIU Brooklyn 1968 — 1970
BS, Psychology
Cathy Melendez's Merrill Lynch Experience 1986 - 2002
Job Elementary Teacher at Bay Shore Schools
Industry Education Management
Experience
Bay Shore Schools 2002 - Present
Merrill Lynch 1986 - 2002
Skills
Elementary Education, Curriculum Design, Curriculum Development, Lesson Planning, Classroom Management, Classroom, Teaching, Educational Leadership, Educational Technology, Literacy, Tutoring, Differentiated...
Education
Long Island University, C.W. Post Campus 2003 — 2005
Master of Arts (M.A.), Elementary Education and Teaching
St. Joseph's College 1996 — 2000
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Bay Shore Schools 2002 - Present
Merrill Lynch 1986 - 2002
Skills
Elementary Education, Curriculum Design, Curriculum Development, Lesson Planning, Classroom Management, Classroom, Teaching, Educational Leadership, Educational Technology, Literacy, Tutoring, Differentiated...
Education
Long Island University, C.W. Post Campus 2003 — 2005
Master of Arts (M.A.), Elementary Education and Teaching
St. Joseph's College 1996 — 2000
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Scott Dorsey's Merrill Lynch Experience September 1998 - January 2009
Job Institutional Fixed Income Sales Professional Portfolio Management Solutions
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Oppenheimer & Co., Inc. July 2009 - November 2013
Merrill Lynch September 1998 - January 2009
Skills
Bloomberg, Investments, Series 7, Fixed Income, Bonds, Securities, Customer Relations, Series 63, Series 66, NYS Life Accident &..., Portfolio Management, Customer Service, Banking, Hedge Funds, Retirement Planning, Investment Banking
Education
Long Island University, Brooklyn Campus 1994 — 1998
BS, Marketing
Holy Trinity 1990 — 1994
Wells Fargo November 2013 - Present
Oppenheimer & Co., Inc. July 2009 - November 2013
Merrill Lynch September 1998 - January 2009
Skills
Bloomberg, Investments, Series 7, Fixed Income, Bonds, Securities, Customer Relations, Series 63, Series 66, NYS Life Accident &..., Portfolio Management, Customer Service, Banking, Hedge Funds, Retirement Planning, Investment Banking
Education
Long Island University, Brooklyn Campus 1994 — 1998
BS, Marketing
Holy Trinity 1990 — 1994
David Sussman's Merrill Lynch Experience February 1998 - August 2005
Job Business Analyst at NICE Actimize
Industry Financial Services
Experience
NICE Actimize February 2014 - Present
Shadow Financial Systems May 2012 - December 2013
Traiana September 2009 - February 2012
Fortis May 2007 - June 2009
Bank of America February 2006 - February 2007
Merrill Lynch February 1998 - August 2005
Skills
Visio, Excel, Word, PowerPoint, SQL, MS Project, Agile Project Management, Waterfall, Use Case Analysis, PMP, Agile Methodologies, Software Documentation, Integration, Project Management, CRM, Microsoft Excel, Business Analysis, Trading Systems, Equities, SDLC
Education
LIU Brooklyn 1988 — 1990
MBA, Finance
University of New Haven 1980 — 1984
BS, Computer Technology
NICE Actimize February 2014 - Present
Shadow Financial Systems May 2012 - December 2013
Traiana September 2009 - February 2012
Fortis May 2007 - June 2009
Bank of America February 2006 - February 2007
Merrill Lynch February 1998 - August 2005
Skills
Visio, Excel, Word, PowerPoint, SQL, MS Project, Agile Project Management, Waterfall, Use Case Analysis, PMP, Agile Methodologies, Software Documentation, Integration, Project Management, CRM, Microsoft Excel, Business Analysis, Trading Systems, Equities, SDLC
Education
LIU Brooklyn 1988 — 1990
MBA, Finance
University of New Haven 1980 — 1984
BS, Computer Technology
Josephine Reale's Merrill Lynch Experience March 1997 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1997 - Present
Skills
Internal Audit, Investment Banking, Capital Markets, Portfolio Management, Valuation, Financial Risk, Alternative Investments, Financial Modeling, Hedge Funds, Cross-functional Team..., Bloomberg, Customer Service, Forecasting, Mutual Funds, Financial Analysis, Business Analysis, Finance, Risk Management, Structured Products, Securities, Asset Allocation, Strategy, Financial Services, Microsoft Office, Leadership
Education
Long Island University, Brooklyn Campus 1977 — 1980
BS, Finance
Merrill Lynch March 1997 - Present
Skills
Internal Audit, Investment Banking, Capital Markets, Portfolio Management, Valuation, Financial Risk, Alternative Investments, Financial Modeling, Hedge Funds, Cross-functional Team..., Bloomberg, Customer Service, Forecasting, Mutual Funds, Financial Analysis, Business Analysis, Finance, Risk Management, Structured Products, Securities, Asset Allocation, Strategy, Financial Services, Microsoft Office, Leadership
Education
Long Island University, Brooklyn Campus 1977 — 1980
BS, Finance
Ira Matthias's Merrill Lynch Experience 1987 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1987 - 2008
Education
LIU Brooklyn
ACCOUNTING
Merrill Lynch 1987 - 2008
Education
LIU Brooklyn
ACCOUNTING
Michael Philipps's Merrill Lynch Experience January 1994 - September 1995
Job AVP at Citi Fund Services, Board Member On Common Ground
Industry Financial Services
Experience
Citi Fund Services October 2006 - Present
On Common Ground May 2014 - June 2015
KKRB Consulting October 2003 - November 2006
State Street November 2001 - October 2003
Arthur Andersen LLP April 1998 - September 2001
BISYS Fund Services September 1995 - April 1998
Merrill Lynch January 1994 - September 1995
Sanford C. Bernstein June 1988 - January 1994
Skills
Mutual Funds, Fund Administration, Policy and Procedure..., Process Improvement, Business Planning, Staffing Models, Performance Measurement, Software Implementation, Software Project..., Management Consulting, Operational Risk..., Quality Management, Finance, Portfolio Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Citi Fund Services October 2006 - Present
On Common Ground May 2014 - June 2015
KKRB Consulting October 2003 - November 2006
State Street November 2001 - October 2003
Arthur Andersen LLP April 1998 - September 2001
BISYS Fund Services September 1995 - April 1998
Merrill Lynch January 1994 - September 1995
Sanford C. Bernstein June 1988 - January 1994
Skills
Mutual Funds, Fund Administration, Policy and Procedure..., Process Improvement, Business Planning, Staffing Models, Performance Measurement, Software Implementation, Software Project..., Management Consulting, Operational Risk..., Quality Management, Finance, Portfolio Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Willise Black's Merrill Lynch Experience February 2006 - February 2009
Job Capital Markets Professional
Industry Capital Markets
Experience
Merrill Lynch February 2006 - February 2009
Randstad September 2005 - February 2006
Law Practice - Sole Practitioner December 2003 - September 2005
Education
LIU Brooklyn 1971 — 1974
Psychology, Speech Therapy
Merrill Lynch February 2006 - February 2009
Randstad September 2005 - February 2006
Law Practice - Sole Practitioner December 2003 - September 2005
Education
LIU Brooklyn 1971 — 1974
Psychology, Speech Therapy
Amanda McKinney's Merrill Lynch Experience May 1996 - August 2006
Job Financial Analyst
Industry Security and Investigations
Experience
Explora SecurityInc. A&E April 2012 - August 2014
United States Department of Transportation August 2006 - April 2012
Merrill Lynch May 1996 - August 2006
Skills
Financial Analysis, Access, Risk Management, Financial Reporting, Analysis, Forecasting, Budgets, Microsoft Excel, Process Improvement, Accounting, Microsoft Office, Financial Modeling, SAP, Variance Analysis, Managerial Finance, Government, Budget Process, Operating Budgets, Contract Management, Project Management
Education
Long Island University, C.W. Post Campus 1993 — 1996
Bachelor of Science (B.S.), Finance
University of Phoenix
Master of Business Administration (MBA)
Explora SecurityInc. A&E April 2012 - August 2014
United States Department of Transportation August 2006 - April 2012
Merrill Lynch May 1996 - August 2006
Skills
Financial Analysis, Access, Risk Management, Financial Reporting, Analysis, Forecasting, Budgets, Microsoft Excel, Process Improvement, Accounting, Microsoft Office, Financial Modeling, SAP, Variance Analysis, Managerial Finance, Government, Budget Process, Operating Budgets, Contract Management, Project Management
Education
Long Island University, C.W. Post Campus 1993 — 1996
Bachelor of Science (B.S.), Finance
University of Phoenix
Master of Business Administration (MBA)
Kim Ansh's Merrill Lynch Experience 1997 - 1998
Job Accounting Professional
Industry Accounting
Experience
Continental Grain Company 2000 - 2009
Interpublic Group of Companies 1999 - 2000
Merrill Lynch Investment Partners 1997 - 1998
Merrill Lynch 1997 - 1998
Merrill Lynch 1995 - 1998
Commonwealth Associates 1994 - 1995
Education
LIU Post 1983 — 1988
BS, Finance
Continental Grain Company 2000 - 2009
Interpublic Group of Companies 1999 - 2000
Merrill Lynch Investment Partners 1997 - 1998
Merrill Lynch 1997 - 1998
Merrill Lynch 1995 - 1998
Commonwealth Associates 1994 - 1995
Education
LIU Post 1983 — 1988
BS, Finance
Elizabeth Smith, CRPC's Merrill Lynch Experience 2005 - 2010
Job Chartered Retirement Planning Counselor, Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
Merrill Lynch 2005 - 2010
J.&W. Seligman and Company 2003 - 2005
Skills
Securities, Equity Trading, Options, Bloomberg, Portfolio Management, Asset Managment, Trading, Electronic Trading, Derivatives, Trading Systems, Retirement Planning, Financial Services, Wealth Management
Education
LIU Post 1982 — 1986
Bachelor of Science, Finance and Management
The Mary Louis Academy 1978 — 1982
High School Diploma, Regents Diploma
Morgan Stanley Smith Barney May 2010 - Present
Merrill Lynch 2005 - 2010
J.&W. Seligman and Company 2003 - 2005
Skills
Securities, Equity Trading, Options, Bloomberg, Portfolio Management, Asset Managment, Trading, Electronic Trading, Derivatives, Trading Systems, Retirement Planning, Financial Services, Wealth Management
Education
LIU Post 1982 — 1986
Bachelor of Science, Finance and Management
The Mary Louis Academy 1978 — 1982
High School Diploma, Regents Diploma
Douglas Chin's Merrill Lynch Experience October 2008 - September 2011
Job Morgan Stanley
Industry Financial Services
Experience
Merrill Lynch October 2008 - September 2011
US Navy 1971 - 2001
Education
LIU Brooklyn 1972 — 1974
MBA, Marketing
Merrill Lynch October 2008 - September 2011
US Navy 1971 - 2001
Education
LIU Brooklyn 1972 — 1974
MBA, Marketing
Amy Burden's Merrill Lynch Experience September 2010 - Present
Job at Merrill Lynch at Bank of America
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Merrill Lynch February 2007 - March 2009
Skills
Vendor Management, Program Management, Business Analysis, Process Improvement, SDLC
Education
Lock Haven University of Pennsylvania 2001 — 2005
bachelors, Criminal Justice
Merrill Lynch September 2010 - Present
Merrill Lynch February 2007 - March 2009
Skills
Vendor Management, Program Management, Business Analysis, Process Improvement, SDLC
Education
Lock Haven University of Pennsylvania 2001 — 2005
bachelors, Criminal Justice
Joe Guarino, Financial Services Professional's Merrill Lynch Experience 1986 - 2004
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Wells Fargo March 2013 - March 2014
Raymond James 2004 - 2012
Merrill Lynch 1986 - 2004
Skills
Equity Trading, Trading, Series 7, Series 63, Equities, Investments, Series 24, Electronic Trading, ETFs, FINRA, Securities, Trading Systems, Team Leadership, Investment Strategies, Capital Markets, Alternative Investments, Options, Market Making, Finance, Business Process..., Financial Services, Risk Assessment, Fixed Income, Bloomberg, Hedge Funds, Trading Strategies, Portfolio Management, Series 55 x, Leveraging Relationships, Wealth Management, Prime Brokerage, Cross-functional..., Derivatives, Investment Management, Hedging, Structured Products, Technology Integration, Information Analysis, Financial Performance..., Asset Allocation, Equity Derivatives, Mutual Funds, Equity Capital Markets, Equity Valuation, Bloomberg Terminal, Financial Markets, Strategic Financial..., Compliance Oversight, Operations Coordination, Key Account...
Education
Long Island University, C.W. Post Campus 1982 — 1986
B.S., Finance Major, Economics Minor
Xaverian High School
AXA Advisors April 2014 - Present
Wells Fargo March 2013 - March 2014
Raymond James 2004 - 2012
Merrill Lynch 1986 - 2004
Skills
Equity Trading, Trading, Series 7, Series 63, Equities, Investments, Series 24, Electronic Trading, ETFs, FINRA, Securities, Trading Systems, Team Leadership, Investment Strategies, Capital Markets, Alternative Investments, Options, Market Making, Finance, Business Process..., Financial Services, Risk Assessment, Fixed Income, Bloomberg, Hedge Funds, Trading Strategies, Portfolio Management, Series 55 x, Leveraging Relationships, Wealth Management, Prime Brokerage, Cross-functional..., Derivatives, Investment Management, Hedging, Structured Products, Technology Integration, Information Analysis, Financial Performance..., Asset Allocation, Equity Derivatives, Mutual Funds, Equity Capital Markets, Equity Valuation, Bloomberg Terminal, Financial Markets, Strategic Financial..., Compliance Oversight, Operations Coordination, Key Account...
Education
Long Island University, C.W. Post Campus 1982 — 1986
B.S., Finance Major, Economics Minor
Xaverian High School
Chuck Drake's Merrill Lynch Experience 1995 - 1999
Job Director International Operations
Industry Renewables & Environment
Experience
Gregg Drilling and Testing, Inc. September 2010 - Present
St. Vincent Bay Exploration September 2012 - Present
Seafloor Geotec LLC June 2012 - Present
Gregg Marine, Inc. August 2010 - Present
Mahoney & Associates April 2006 - August 2011
Merrill Lynch 1995 - 1999
US Navy 1986 - 1994
Skills
Emerging Markets, Equities, Joint Ventures, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Project Management, IPO, Leases, Strategic Planning, Real Estate, Management Consulting
Education
London Business School 1994 — 1996
MBA, Emerging Markets Operations
University of Virginia 1981 — 1986
BS, Mechanical Engineering
Gregg Drilling and Testing, Inc. September 2010 - Present
St. Vincent Bay Exploration September 2012 - Present
Seafloor Geotec LLC June 2012 - Present
Gregg Marine, Inc. August 2010 - Present
Mahoney & Associates April 2006 - August 2011
Merrill Lynch 1995 - 1999
US Navy 1986 - 1994
Skills
Emerging Markets, Equities, Joint Ventures, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Project Management, IPO, Leases, Strategic Planning, Real Estate, Management Consulting
Education
London Business School 1994 — 1996
MBA, Emerging Markets Operations
University of Virginia 1981 — 1986
BS, Mechanical Engineering
Rolando Perez's Merrill Lynch Experience 1979 - 1981
Job President at Latin American Capital Management International LLC
Industry Banking
Experience
Latin American Commodities Management, LLC July 2011 - Present
Latin American Capital Management International LLC July 2011 - Present
Latin American Capital Finance LLC July 2007 - June 2011
Latin American Capital Management LLC July 2007 - June 2011
Maple Trade Finance Inc. May 2004 - July 2007
Prudential Financial 1995 - 2000
Merrill Lynch 1979 - 1981
Skills
Risk Management, Commodity Finance, Derivatives Hedging, Commodity, Hedging, Trade Finance, Derivatives, Financial Risk, Agriculture, Loans, International Trade, Trading, Export, Investment Banking
Education
Stanford University 1968 — 1970
M.A., Latin American Studies
Loma Linda University 1964 — 1968
Bachelor of Arts (B.A.), History, Theology
Latin American Commodities Management, LLC July 2011 - Present
Latin American Capital Management International LLC July 2011 - Present
Latin American Capital Finance LLC July 2007 - June 2011
Latin American Capital Management LLC July 2007 - June 2011
Maple Trade Finance Inc. May 2004 - July 2007
Prudential Financial 1995 - 2000
Merrill Lynch 1979 - 1981
Skills
Risk Management, Commodity Finance, Derivatives Hedging, Commodity, Hedging, Trade Finance, Derivatives, Financial Risk, Agriculture, Loans, International Trade, Trading, Export, Investment Banking
Education
Stanford University 1968 — 1970
M.A., Latin American Studies
Loma Linda University 1964 — 1968
Bachelor of Arts (B.A.), History, Theology
Patrick O'Neil's Merrill Lynch Experience November 2001 - March 2002
Job Openlink Financial Inc
Industry Financial Services
Experience
OpenLink Financial April 2010 - Present
Major Investment and Banking Firms September 2005 - Present
Bank Leumi December 2003 - August 2005
Atlantic Bank of New York April 2002 - May 2003
Merrill Lynch November 2001 - March 2002
Bank Austria/Creditanstalt, Inc April 1999 - March 2001
Credit Agricole Indosuez, Inc September 1996 - April 1999
J & W Seligman, Inc., April 1994 - August 1996
Citibank, N.A., January 1993 - April 1994
Salomon Brothers, Inc. July 1989 - December 1992
Skills
FX Options, Trading, Derivatives, Fixed Income, Capital Markets, Securities, Trading Systems, Portfolio Management, Back Office, Finance, Middle Office, Investments, Analysis, Valuation, Risk Management, Business Analysis
Education
Long Island University, C.W. Post Campus 1986 — 1988
Bachelor of Business Administration, Finance, Cum Laude
Long Island University, C.W. Post Campus 1986 — 1988
Bachelor of Science, Finance and Financial Management Services
OpenLink Financial April 2010 - Present
Major Investment and Banking Firms September 2005 - Present
Bank Leumi December 2003 - August 2005
Atlantic Bank of New York April 2002 - May 2003
Merrill Lynch November 2001 - March 2002
Bank Austria/Creditanstalt, Inc April 1999 - March 2001
Credit Agricole Indosuez, Inc September 1996 - April 1999
J & W Seligman, Inc., April 1994 - August 1996
Citibank, N.A., January 1993 - April 1994
Salomon Brothers, Inc. July 1989 - December 1992
Skills
FX Options, Trading, Derivatives, Fixed Income, Capital Markets, Securities, Trading Systems, Portfolio Management, Back Office, Finance, Middle Office, Investments, Analysis, Valuation, Risk Management, Business Analysis
Education
Long Island University, C.W. Post Campus 1986 — 1988
Bachelor of Business Administration, Finance, Cum Laude
Long Island University, C.W. Post Campus 1986 — 1988
Bachelor of Science, Finance and Financial Management Services
Adam J Dale's Merrill Lynch Experience September 2009 - May 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2012 - Present
Merrill Lynch September 2009 - May 2012
Skills
Retirement Planning, Investments, Estate Planning..., Risk Management, 401(k) Rollovers, Multi-generational..., Tax-efficient Strategies
Education
Linfield College 1999 — 2003
BS, Finance
McMinnville High School
McMinnville High School
Wells Fargo Advisors May 2012 - Present
Merrill Lynch September 2009 - May 2012
Skills
Retirement Planning, Investments, Estate Planning..., Risk Management, 401(k) Rollovers, Multi-generational..., Tax-efficient Strategies
Education
Linfield College 1999 — 2003
BS, Finance
McMinnville High School
McMinnville High School
Arseni Seregin's Merrill Lynch Experience December 2013 - June 2014
Job VP at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
Merrill Lynch December 2013 - June 2014
Goldman Sachs May 2010 - December 2013
Parascript January 1998 - July 2006
Skills
Mathematics, Statistics, Machine Learning, Pattern Recognition, Image Analysis, Algebra, Stochastic Processes, Software Development, C++, R, Matlab, XML Schema, XSLT, SQL
Education
University of Washington 2006 — 2010
PhD, Statistics
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1992 — 1997
MS, Mathematics
Goldman Sachs August 2014 - Present
Merrill Lynch December 2013 - June 2014
Goldman Sachs May 2010 - December 2013
Parascript January 1998 - July 2006
Skills
Mathematics, Statistics, Machine Learning, Pattern Recognition, Image Analysis, Algebra, Stochastic Processes, Software Development, C++, R, Matlab, XML Schema, XSLT, SQL
Education
University of Washington 2006 — 2010
PhD, Statistics
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1992 — 1997
MS, Mathematics
Len Sadowski's Merrill Lynch Experience June 1989 - December 2008
Job Director at Bank of America
Industry Banking
Experience
Bank of America June 1989 - Present
Merrill Lynch June 1989 - December 2008
Education
Lock Haven University of Pennsylvania 1985 — 1989
BS, Computer Science
Bank of America June 1989 - Present
Merrill Lynch June 1989 - December 2008
Education
Lock Haven University of Pennsylvania 1985 — 1989
BS, Computer Science
Pamela Bradshaw's Merrill Lynch Experience February 2003 - February 2008
Job Senior Program Manager, Independent Contractor
Industry Financial Services
Experience
Atlanta Public Schools October 2014 - January 2015
The Coca-Cola Company February 2014 - October 2014
First Data Corporation October 2013 - February 2014
Atlanta Public Schools September 2010 - June 2013
Physicare Multi Services May 2008 - January 2010
Merrill Lynch February 2003 - February 2008
Instinet Incorporated April 1999 - January 2002
Skills
Vendor Management, Strategy, Change Management, Leadership, SDLC, Project Management, Process Improvement
Education
Long Island University, Brooklyn Campus
SUNY Empire State College
Atlanta Public Schools October 2014 - January 2015
The Coca-Cola Company February 2014 - October 2014
First Data Corporation October 2013 - February 2014
Atlanta Public Schools September 2010 - June 2013
Physicare Multi Services May 2008 - January 2010
Merrill Lynch February 2003 - February 2008
Instinet Incorporated April 1999 - January 2002
Skills
Vendor Management, Strategy, Change Management, Leadership, SDLC, Project Management, Process Improvement
Education
Long Island University, Brooklyn Campus
SUNY Empire State College
Rolando Perez's Merrill Lynch Experience 1990 - 1995
Job President & Principal at Latin American Capital Management International LLC
Industry Financial Services
Experience
Latin American Commodities Management, LLC July 2011 - Present
Latin American Capital Management International LLC January 2000 - Present
Latin American Capital Finance LLC June 2007 - June 2011
Maple Trade Finance, Ltd. May 2004 - January 2007
Prudential Securities 1995 - 2000
Merrill Lynch 1990 - 1995
Skills
Portfolio Management, Risk Management, Structured Finance, Loans, Management, Commodity, Executive Management, Credit, Investments, Loan Origination, Financial Structuring, Capital Markets, Financial Services, Investment Banking, Derivatives, Trading
Education
Stanford University 1968 — 1970
Master of Arts (M.A.), Latin American Studies
Loma Linda University 1964 — 1968
Bachelor of Arts (B.A.), History
Latin American Commodities Management, LLC July 2011 - Present
Latin American Capital Management International LLC January 2000 - Present
Latin American Capital Finance LLC June 2007 - June 2011
Maple Trade Finance, Ltd. May 2004 - January 2007
Prudential Securities 1995 - 2000
Merrill Lynch 1990 - 1995
Skills
Portfolio Management, Risk Management, Structured Finance, Loans, Management, Commodity, Executive Management, Credit, Investments, Loan Origination, Financial Structuring, Capital Markets, Financial Services, Investment Banking, Derivatives, Trading
Education
Stanford University 1968 — 1970
Master of Arts (M.A.), Latin American Studies
Loma Linda University 1964 — 1968
Bachelor of Arts (B.A.), History
Alan SchererPhoenix's Merrill Lynch Experience 1962 - 2010
Job
Industry Fine Art
Experience
Alan P Scherer, sm, LLC July 2007 - Present
Merrill Lynch 1962 - 2010
Skills
Series 7, Mutual Funds, Asset Management, Fixed Income, Asset Allocation, Equities, Wealth Management, Portfolio Management, Series 63, Securities
Education
Linfield College
Alan P Scherer, sm, LLC July 2007 - Present
Merrill Lynch 1962 - 2010
Skills
Series 7, Mutual Funds, Asset Management, Fixed Income, Asset Allocation, Equities, Wealth Management, Portfolio Management, Series 63, Securities
Education
Linfield College
Oleg Shmakov's Merrill Lynch Experience October 2009 - December 2009
Job VP, Data Quality at Citigroup
Industry Banking
Experience
Citi August 2010 - Present
Baker Hughes January 2010 - July 2010
Merrill Lynch October 2009 - December 2009
Vertex Business Services August 2005 - January 2009
AOL July 2004 - February 2005
Household Credit Services June 1988 - October 1999
American Express March 1996 - May 1998
Education
N/A 2011 — 2011
CIMP - Certified Information Management Professional
Pace University - Lubin School of Business 1991 — 1992
Master of Business Administration (MBA), Marketing
Lomonosov Moscow State University (MSU) 1982 — 1988
Master of Arts (M.A.), French Language and Literature
Citi August 2010 - Present
Baker Hughes January 2010 - July 2010
Merrill Lynch October 2009 - December 2009
Vertex Business Services August 2005 - January 2009
AOL July 2004 - February 2005
Household Credit Services June 1988 - October 1999
American Express March 1996 - May 1998
Education
N/A 2011 — 2011
CIMP - Certified Information Management Professional
Pace University - Lubin School of Business 1991 — 1992
Master of Business Administration (MBA), Marketing
Lomonosov Moscow State University (MSU) 1982 — 1988
Master of Arts (M.A.), French Language and Literature
Pam Daily's Merrill Lynch Experience October 2013 - Present
Job GWIM Operations Representative
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Merrill Lynch August 2013 - Present
Private April 2004 - August 2013
Enron's Pipeline Group March 1985 - April 2004
Skills
Home Care, Elder Care
Education
Our Lady of the Lake University 2001 — 2003
Bachelor of Arts, Psychology
Lone Star College System (formerly NHMCC) 1995 — 2000
Associate of Arts (AA), Associate of arts
Merrill Lynch October 2013 - Present
Merrill Lynch August 2013 - Present
Private April 2004 - August 2013
Enron's Pipeline Group March 1985 - April 2004
Skills
Home Care, Elder Care
Education
Our Lady of the Lake University 2001 — 2003
Bachelor of Arts, Psychology
Lone Star College System (formerly NHMCC) 1995 — 2000
Associate of Arts (AA), Associate of arts
Tracy Fossetta-Krik's Merrill Lynch Experience November 1994 - September 1998
Job High School Math Teacher at Walter G O'Connell Copiague High School
Industry Primary/Secondary Education
Experience
Walter G O'Connell Copiague High School September 2001 - Present
Merrill Lynch November 1994 - September 1998
Paine Webber September 1992 - November 1994
Education
Long Island University, C.W. Post Campus 1997 — 2000
Master's degree, Education in Secondary Math
SUNY Plattsburgh 1988 — 1992
Bachelor of Applied Science (BASc), Accounting
Walter G O'Connell Copiague High School September 2001 - Present
Merrill Lynch November 1994 - September 1998
Paine Webber September 1992 - November 1994
Education
Long Island University, C.W. Post Campus 1997 — 2000
Master's degree, Education in Secondary Math
SUNY Plattsburgh 1988 — 1992
Bachelor of Applied Science (BASc), Accounting
Thomas Small's Merrill Lynch Experience July 2004 - August 2009
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities August 2009 - Present
Merrill Lynch July 2004 - August 2009
Cantor Fitzgerald December 2002 - July 2004
Skills
Proficient in..., Fixed Income, Capital Markets, Investment Banking, Trading Systems, Bloomberg, Electronic Trading, Series 7, Finance, Bonds, Financial Markets, Middle Office
Education
LIU Post 1998 — 2002
Bachelor's Degree, Finance and Business Management
Nomura Securities August 2009 - Present
Merrill Lynch July 2004 - August 2009
Cantor Fitzgerald December 2002 - July 2004
Skills
Proficient in..., Fixed Income, Capital Markets, Investment Banking, Trading Systems, Bloomberg, Electronic Trading, Series 7, Finance, Bonds, Financial Markets, Middle Office
Education
LIU Post 1998 — 2002
Bachelor's Degree, Finance and Business Management
Artem Novoselov's Merrill Lynch Experience September 2000 - March 2002
Job
Industry Investment Management
Experience
Monolith Capital Partners April 2009 - Present
Citi January 2002 - April 2006
Merrill Lynch September 2000 - March 2002
Education
Lomonosov Moscow State University (MSU)
The London School of Economics and Political Science (LSE)
Master's Degree, Mathematics
Monolith Capital Partners April 2009 - Present
Citi January 2002 - April 2006
Merrill Lynch September 2000 - March 2002
Education
Lomonosov Moscow State University (MSU)
The London School of Economics and Political Science (LSE)
Master's Degree, Mathematics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank