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
Jessica Chaffin Jessica Chaffin's Merrill Lynch Experience May 2012 - July 2012
Job Technical Sales Specialist IM at IBM
Industry Information Technology and Services
Experience
IBM July 2014 - June 2015
Ball State University August 2013 - July 2014
The Bon Ton Stores Inc. July 2010 - December 2012
Merrill Lynch May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Event Planning, Microsoft Word, Time Management, Research, Teamwork, Retail, Data Entry, Editing, Management, Social Networking, Social Media, Prezi, Leadership, Project Management
Education
Ball State University 2013 — 2014
Master of Science (M.S.), Information and Communication Sciences
Ball State University 2010 — 2013
Bachelor of Science, Financial Analysis, Financial Planning & Investments
Indiana Wesleyan University 2009 — 2010
Credits in Escrow
Oak Hill High School 2006 — 2010
IBM July 2014 - June 2015
Ball State University August 2013 - July 2014
The Bon Ton Stores Inc. July 2010 - December 2012
Merrill Lynch May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Event Planning, Microsoft Word, Time Management, Research, Teamwork, Retail, Data Entry, Editing, Management, Social Networking, Social Media, Prezi, Leadership, Project Management
Education
Ball State University 2013 — 2014
Master of Science (M.S.), Information and Communication Sciences
Ball State University 2010 — 2013
Bachelor of Science, Financial Analysis, Financial Planning & Investments
Indiana Wesleyan University 2009 — 2010
Credits in Escrow
Oak Hill High School 2006 — 2010
Blake Goehring's Merrill Lynch Experience October 2006 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Disneyland Resort June 2005 - December 2005
Skills
Certified Financial..., Qualified Retirement..., Retirement Planning, Leadership, Small Business, Wealth Management
Education
University of Southern California 2004 — 2006
Bachelor of Science (BS), Business Administration with a concentration in Financial Investments
Bakersfield College 2002 — 2004
Associate's degree, Business Administration and Management, General
Merrill Lynch October 2006 - Present
Disneyland Resort June 2005 - December 2005
Skills
Certified Financial..., Qualified Retirement..., Retirement Planning, Leadership, Small Business, Wealth Management
Education
University of Southern California 2004 — 2006
Bachelor of Science (BS), Business Administration with a concentration in Financial Investments
Bakersfield College 2002 — 2004
Associate's degree, Business Administration and Management, General
Jared Wurtzel's Merrill Lynch Experience November 2012 - December 2013
Job Assistant Vice President Institutional Client Advisor at PNC
Industry Financial Services
Experience
PNC January 2014 - Present
Merrill Lynch November 2012 - December 2013
Big Brothers Big Sisters 2012 - 2013
Merrill Lynch September 2011 - November 2012
Northwestern Mutual 2010 - 2011
Skills
Investments, Insurance, Long-term Care, Wealth Management, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Series 7, Series 63, Time Management, Series 65, Finance, Strategic Financial..., Asset Allocation, Life Insurance, Portfolio Management, Risk Management, Asset Management, Small Business, Financial Analysis, Securities, IRAs, 401k, Financial Advisory, Salesforce.com, Investment Strategies, Financial Planning
Education
Indiana University 2007 — 2011
Bachelors Degree, Finance and Economics
Ball State University 2007 — 2008
Wawasee
PNC January 2014 - Present
Merrill Lynch November 2012 - December 2013
Big Brothers Big Sisters 2012 - 2013
Merrill Lynch September 2011 - November 2012
Northwestern Mutual 2010 - 2011
Skills
Investments, Insurance, Long-term Care, Wealth Management, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Series 7, Series 63, Time Management, Series 65, Finance, Strategic Financial..., Asset Allocation, Life Insurance, Portfolio Management, Risk Management, Asset Management, Small Business, Financial Analysis, Securities, IRAs, 401k, Financial Advisory, Salesforce.com, Investment Strategies, Financial Planning
Education
Indiana University 2007 — 2011
Bachelors Degree, Finance and Economics
Ball State University 2007 — 2008
Wawasee
Prema Rao Prema Rao's Merrill Lynch Experience October 2005 - March 2008
Job Sr. Software Engineer at Trizetto, A Cognizant company
Industry Financial Services
Experience
TriZetto, A Cognizant Company March 2014 - Present
Chubb Insurance April 2013 - January 2014
Bank of America April 2010 - February 2012
ASCAP February 2009 - April 2010
Merrill Lynch October 2005 - March 2008
Maini Info Solutions December 2001 - June 2004
Skills
SDLC, .NET, C#, Web Services, PL/SQL, ASP.NET, Microsoft SQL Server, WCF, JavaScript, T-SQL, Database Design, Databases, Risk Management, Software Development, VB.NET, Sybase, ASP.NET AJAX, OOAD, Sonar, SOA, Agile Methodologies, Scrum, TFS, LINQ
Education
Bangalore University 1997 — 2001
BE, Computer Science
JNV
TriZetto, A Cognizant Company March 2014 - Present
Chubb Insurance April 2013 - January 2014
Bank of America April 2010 - February 2012
ASCAP February 2009 - April 2010
Merrill Lynch October 2005 - March 2008
Maini Info Solutions December 2001 - June 2004
Skills
SDLC, .NET, C#, Web Services, PL/SQL, ASP.NET, Microsoft SQL Server, WCF, JavaScript, T-SQL, Database Design, Databases, Risk Management, Software Development, VB.NET, Sybase, ASP.NET AJAX, OOAD, Sonar, SOA, Agile Methodologies, Scrum, TFS, LINQ
Education
Bangalore University 1997 — 2001
BE, Computer Science
JNV
Lance Aukerman's Merrill Lynch Experience December 2012 - May 2013
Job Finance/Accounting Consultant
Industry Accounting
Experience
CCI Roofiing March 2014 - June 2015
Scotty's Brewhouse, Inc. June 2013 - March 2014
Merrill Lynch December 2012 - May 2013
316 Investments, LLC October 2000 - December 2012
Simons Professional Services January 2000 - October 2000
Enterprise Rent A Car March 1996 - December 1999
Arthur Andersen August 1993 - March 1996
Skills
Financial Accounting, Problem Solving, Team Leadership, Accounting, Mergers, Managerial Finance, Internal Controls, SEC filings, Tax, Acquisition Integration, Forecasting, Due Diligence, Restructuring, Strategic Planning, Cash Flow, Auditing, Working Capital..., Cost Accounting, Strategic Financial..., Divestitures, Accounts Payable, Cash Management, Mergers & Acquisitions, Start-ups, Internal Audit, Management, Analysis, Financial Statements, Leadership, Investments, Insurance, Operations Management
Education
Ball State University 1988 — 1993
Bachelor of Science, Accounting & Finance
Ball State University 1988 — 1993
Bachelor of Science (BS), Accounting and Finance
CCI Roofiing March 2014 - June 2015
Scotty's Brewhouse, Inc. June 2013 - March 2014
Merrill Lynch December 2012 - May 2013
316 Investments, LLC October 2000 - December 2012
Simons Professional Services January 2000 - October 2000
Enterprise Rent A Car March 1996 - December 1999
Arthur Andersen August 1993 - March 1996
Skills
Financial Accounting, Problem Solving, Team Leadership, Accounting, Mergers, Managerial Finance, Internal Controls, SEC filings, Tax, Acquisition Integration, Forecasting, Due Diligence, Restructuring, Strategic Planning, Cash Flow, Auditing, Working Capital..., Cost Accounting, Strategic Financial..., Divestitures, Accounts Payable, Cash Management, Mergers & Acquisitions, Start-ups, Internal Audit, Management, Analysis, Financial Statements, Leadership, Investments, Insurance, Operations Management
Education
Ball State University 1988 — 1993
Bachelor of Science, Accounting & Finance
Ball State University 1988 — 1993
Bachelor of Science (BS), Accounting and Finance
Amanda Kolarich Amanda Kolarich's Merrill Lynch Experience May 2010 - August 2010
Job Audience Development / Communications/Online Reputation Management
Industry Publishing
Experience
Federated Media/The Elkhart Truth April 2014 - Present
The Elkhart Truth September 2013 - April 2014
Apple Retail October 2009 - November 2013
Merrill Lynch May 2010 - August 2010
BuildingBetterCommunities January 2009 - May 2009
Muncie-Delaware County Chamber of Commerce May 2008 - May 2009
Ball State University January 2008 - August 2008
Eiteljorg Museum/Ball State University January 2006 - August 2006
Skills
Mac OS, Adobe Creative Suite, Microsoft Office, Event Management, Research, Coaching, Entrepreneurship, B2B, Project Management, Social Media Marketing, Social Media, Marketing Communications, OS X, Training, Social Networking, Sales, Customer Service, Facebook, Advertising, Marketing, Management, Editing, Public Speaking, Photoshop, Event Planning, Mac
Education
Hawaii Pacific University 2010 — 2011
Certification, Mediation and Conflict
Hawaii Pacific University 2009 — 2011
M.A. (ABT), Communications
Ball State University 2004 — 2009
B.A., Journalism/Advertising
Ball State University 2004 — 2009
B.S., Psychology
Elkhart Area Career Center 2003 — 2004
Certificate, Design 1
Federated Media/The Elkhart Truth April 2014 - Present
The Elkhart Truth September 2013 - April 2014
Apple Retail October 2009 - November 2013
Merrill Lynch May 2010 - August 2010
BuildingBetterCommunities January 2009 - May 2009
Muncie-Delaware County Chamber of Commerce May 2008 - May 2009
Ball State University January 2008 - August 2008
Eiteljorg Museum/Ball State University January 2006 - August 2006
Skills
Mac OS, Adobe Creative Suite, Microsoft Office, Event Management, Research, Coaching, Entrepreneurship, B2B, Project Management, Social Media Marketing, Social Media, Marketing Communications, OS X, Training, Social Networking, Sales, Customer Service, Facebook, Advertising, Marketing, Management, Editing, Public Speaking, Photoshop, Event Planning, Mac
Education
Hawaii Pacific University 2010 — 2011
Certification, Mediation and Conflict
Hawaii Pacific University 2009 — 2011
M.A. (ABT), Communications
Ball State University 2004 — 2009
B.A., Journalism/Advertising
Ball State University 2004 — 2009
B.S., Psychology
Elkhart Area Career Center 2003 — 2004
Certificate, Design 1
Tim Klingensmith's Merrill Lynch Experience August 1989 - January 2000
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
Citigroup Smith Barney January 2000 - November 2008
Merrill Lynch August 1989 - January 2000
Jay County High School August 1976 - June 1989
Winchester Community High School June 1975 - June 1976
Skills
Retirement Planning, Wealth Management, Series 7, 401k Rollovers, Uniform Combined State...
Education
Ball State University 1977 — 1980
Masters of Public Administration, Political Science and Government, Economics
Ball State University 1970 — 1975
Bachelor of Applied Science (BASc), Economics/American History/Political Science
Raymond James November 2008 - Present
Citigroup Smith Barney January 2000 - November 2008
Merrill Lynch August 1989 - January 2000
Jay County High School August 1976 - June 1989
Winchester Community High School June 1975 - June 1976
Skills
Retirement Planning, Wealth Management, Series 7, 401k Rollovers, Uniform Combined State...
Education
Ball State University 1977 — 1980
Masters of Public Administration, Political Science and Government, Economics
Ball State University 1970 — 1975
Bachelor of Applied Science (BASc), Economics/American History/Political Science
Wendy Lamberg Greeley's Merrill Lynch Experience June 1992 - Present
Job First Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1992 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Investments, Mutual Funds, Asset Management, Investment Advisory, Portfolio Management, Equities, Estate Planning, Cash Management, Strategic Financial..., Uniform Combined State..., Financial Analysis
Education
Ball State University 1988 — 1992
Finance, Honors College, Cum Laude, Homecoming Queen
Merrill Lynch June 1992 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Investments, Mutual Funds, Asset Management, Investment Advisory, Portfolio Management, Equities, Estate Planning, Cash Management, Strategic Financial..., Uniform Combined State..., Financial Analysis
Education
Ball State University 1988 — 1992
Finance, Honors College, Cum Laude, Homecoming Queen
Derek Miser's Merrill Lynch Experience February 2013 - September 2014
Job President of Retirement Income Services and Host of "Inside Social Security" coming this Fall to PBS
Industry Financial Services
Experience
Miser Media, Ltd. March 2015 - Present
Retirement Income Services, LLC September 2014 - Present
Merrill Lynch February 2013 - September 2014
Gotcha2! Mobile Media Solutions, LLC July 2012 - January 2013
Affordable Steel Structures January 2012 - January 2013
Gryphon Private Family Wealth Services February 2003 - January 2013
DBM Wash Systems January 2003 - January 2013
West Hills Baptist Church, Knoxville, TN October 2009 - September 2012
Cherokee Ridge, LLC January 1998 - July 2008
Merrill Lynch March 1997 - January 2003
Skills
Investments, Finance, Entrepreneurship, Asset Management, Strategic Planning, Management, Financial Analysis, Mergers & Acquisitions, Financial Advisory, Private Equity, Financial Planning, Marketing Strategy, Securities, Insurance, Corporate Finance, Business Valuation, Start-ups, Investment Banking, Indexed Annuities, Social Security
Education
Ball State University 1989 — 1991
Business
St. Joseph's College (IN) 1988 — 1989
Engineering
North Posey High School, Poseyville, Indiana 1986 — 1988
Mt. Vernon High School, Mount Vernon, Indiana 1984 — 1986
Miser Media, Ltd. March 2015 - Present
Retirement Income Services, LLC September 2014 - Present
Merrill Lynch February 2013 - September 2014
Gotcha2! Mobile Media Solutions, LLC July 2012 - January 2013
Affordable Steel Structures January 2012 - January 2013
Gryphon Private Family Wealth Services February 2003 - January 2013
DBM Wash Systems January 2003 - January 2013
West Hills Baptist Church, Knoxville, TN October 2009 - September 2012
Cherokee Ridge, LLC January 1998 - July 2008
Merrill Lynch March 1997 - January 2003
Skills
Investments, Finance, Entrepreneurship, Asset Management, Strategic Planning, Management, Financial Analysis, Mergers & Acquisitions, Financial Advisory, Private Equity, Financial Planning, Marketing Strategy, Securities, Insurance, Corporate Finance, Business Valuation, Start-ups, Investment Banking, Indexed Annuities, Social Security
Education
Ball State University 1989 — 1991
Business
St. Joseph's College (IN) 1988 — 1989
Engineering
North Posey High School, Poseyville, Indiana 1986 — 1988
Mt. Vernon High School, Mount Vernon, Indiana 1984 — 1986
Sara S-Beck Sara S-Beck's Merrill Lynch Experience May 2014 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Skills
Volunteer Management, Teaching, Microsoft Office, Project Management, Market Analysis, Nonprofits, Research, Tourism, Tutoring, Translation, Computer Instruction, English Instruction, Photoshop, Community Outreach
Education
Bangalore University 2003 — 2007
Bachelor's degree, Computer Science
Merrill Lynch May 2014 - Present
Skills
Volunteer Management, Teaching, Microsoft Office, Project Management, Market Analysis, Nonprofits, Research, Tourism, Tutoring, Translation, Computer Instruction, English Instruction, Photoshop, Community Outreach
Education
Bangalore University 2003 — 2007
Bachelor's degree, Computer Science
Becca Stockdale's Merrill Lynch Experience October 2011 - Present
Job Senior Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
UBS September 2007 - October 2011
Merrill Lynch July 1998 - 2006
Skills
Series 7, Wealth Management, Equities, Retirement Planning, Uniform Combined State..., Fixed Income, Mutual Funds, Investments, Asset Allocation, Securities, Portfolio Management, Alternative Investments, Investment Advisory, Strategic Financial..., Asset Management, Investment Strategies, Financial Analysis, CRPC
Education
Ball State University 1992 — 1996
Bachelor of Science (B.S.), Dance Education
Merrill Lynch October 2011 - Present
UBS September 2007 - October 2011
Merrill Lynch July 1998 - 2006
Skills
Series 7, Wealth Management, Equities, Retirement Planning, Uniform Combined State..., Fixed Income, Mutual Funds, Investments, Asset Allocation, Securities, Portfolio Management, Alternative Investments, Investment Advisory, Strategic Financial..., Asset Management, Investment Strategies, Financial Analysis, CRPC
Education
Ball State University 1992 — 1996
Bachelor of Science (B.S.), Dance Education
Greg Justice's Merrill Lynch Experience 2004 - 2006
Job Vice President at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits January 2014 - Present
Aon Hewitt January 2009 - December 2013
Global Financial Services Organizations 2006 - 2008
Merrill Lynch 2004 - 2006
BB&T 2001 - 2004
Towers Watson 1997 - 2001
PwC 1989 - 1997
Skills
Employee Benefits, Deferred Compensation, Insurance, Benefits Administration, Business Development, Defined Benefit, Strategy, Sales, Talent Management, Management, CRM, Human Resources, Financial Services, Personnel Management, Risk Management, Executive Pay, Leadership, Consulting, Outsourcing, Retirement, Financial Analysis, Total Benefits..., Health Insurance, Hospitals, Healthcare, C-Suite Prospecting, C-Suite Sales, Relationship-Based..., Healthcare Industry..., C-Suite Relationships..., Benefits Design &..., Qualified Retirement..., Defined Contribution, Retirement Plan..., Disability Insurance, Executive Management, Business Planning, Actuarial Science, Retirement Planning, Sales Operations, Strategic Business..., Salesforce.com, C-Suite Healthcare...
Education
Ball State University
Bachelor of Science and Master's Degrees, Actuarial Science
NFP Executive Benefits January 2014 - Present
Aon Hewitt January 2009 - December 2013
Global Financial Services Organizations 2006 - 2008
Merrill Lynch 2004 - 2006
BB&T 2001 - 2004
Towers Watson 1997 - 2001
PwC 1989 - 1997
Skills
Employee Benefits, Deferred Compensation, Insurance, Benefits Administration, Business Development, Defined Benefit, Strategy, Sales, Talent Management, Management, CRM, Human Resources, Financial Services, Personnel Management, Risk Management, Executive Pay, Leadership, Consulting, Outsourcing, Retirement, Financial Analysis, Total Benefits..., Health Insurance, Hospitals, Healthcare, C-Suite Prospecting, C-Suite Sales, Relationship-Based..., Healthcare Industry..., C-Suite Relationships..., Benefits Design &..., Qualified Retirement..., Defined Contribution, Retirement Plan..., Disability Insurance, Executive Management, Business Planning, Actuarial Science, Retirement Planning, Sales Operations, Strategic Business..., Salesforce.com, C-Suite Healthcare...
Education
Ball State University
Bachelor of Science and Master's Degrees, Actuarial Science
Courtney Kuznicki's Merrill Lynch Experience June 2011 - August 2013
Job Small Business Account Service Specialist
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America August 2013 - November 2014
Merrill Lynch June 2011 - August 2013
Stein Mart October 2010 - May 2011
The Scotts Miracle-Gro Company January 2010 - May 2010
TSM Corporation September 2007 - October 2009
Macy's June 2007 - January 2008
US Navy January 2007 - May 2007
US Navy April 2006 - January 2007
US Navy April 2004 - April 2006
Skills
Asset Management, Applicant Tracking..., Investments, Fixed Income, Capital Markets, Wealth Management, Investment Banking, Due Diligence, Consumer Banking, Small Business Lending, Microsoft Office, Microsoft Excel, Microsoft Word, Credit Cards, Lines Of Credit, POS, Brokerage, Customer Service, Customer Retention, Customer Satisfaction, Direct Sales, Retail Sales, NALCOMIS, Adobe Acrobat, Military Aviation, Aircraft Maintenance, Credit, Sales, Call Centers, Budgets, Payments
Education
Ball State University 1999 — 2003
Bachelor of Arts (BA), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Columbia College 2007 — 2009
Master of Business Administration (MBA), Pre-MBA
Bank of America Merrill Lynch November 2014 - Present
Bank of America August 2013 - November 2014
Merrill Lynch June 2011 - August 2013
Stein Mart October 2010 - May 2011
The Scotts Miracle-Gro Company January 2010 - May 2010
TSM Corporation September 2007 - October 2009
Macy's June 2007 - January 2008
US Navy January 2007 - May 2007
US Navy April 2006 - January 2007
US Navy April 2004 - April 2006
Skills
Asset Management, Applicant Tracking..., Investments, Fixed Income, Capital Markets, Wealth Management, Investment Banking, Due Diligence, Consumer Banking, Small Business Lending, Microsoft Office, Microsoft Excel, Microsoft Word, Credit Cards, Lines Of Credit, POS, Brokerage, Customer Service, Customer Retention, Customer Satisfaction, Direct Sales, Retail Sales, NALCOMIS, Adobe Acrobat, Military Aviation, Aircraft Maintenance, Credit, Sales, Call Centers, Budgets, Payments
Education
Ball State University 1999 — 2003
Bachelor of Arts (BA), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Columbia College 2007 — 2009
Master of Business Administration (MBA), Pre-MBA
Raghava Rao Raghava Rao's Merrill Lynch Experience March 2007 - September 2008
Job Director, Thought Leader at Visa
Industry Financial Services
Experience
Visa October 2013 - Present
Visa October 2011 - September 2013
CyberSource April 2010 - September 2011
CyberSource September 2008 - March 2010
Merrill Lynch March 2007 - September 2008
Visa/Inovant October 2004 - February 2007
W&J Partnerships 2001 - 2004
Motorola India 1998 - 1999
Skills
Managing High..., Software Quality..., Product Development, Operating Systems, Payments Management, Network Management..., Process Improvement, Payments, Quality Assurance, Test Automation, Network Administration, Management, CRM, Security, High Performance Teams, Software Documentation, Agile Methodologies, Training, Testing, Enterprise Software, Team Management, SDLC, Scrum, Software Development, Leadership, Integration, Requirements Analysis, Unix, Strategy, SQL, Business Analysis, Software Project..., Java, Cross-functional Team..., QTP, Web Applications
Education
Oakland University 2000 — 2001
Master's degree, Computer Science & Engineering
Bangalore University 1994 — 1998
Bachelor of Engineering (B.E.), Information Science and Engineering
Visa October 2013 - Present
Visa October 2011 - September 2013
CyberSource April 2010 - September 2011
CyberSource September 2008 - March 2010
Merrill Lynch March 2007 - September 2008
Visa/Inovant October 2004 - February 2007
W&J Partnerships 2001 - 2004
Motorola India 1998 - 1999
Skills
Managing High..., Software Quality..., Product Development, Operating Systems, Payments Management, Network Management..., Process Improvement, Payments, Quality Assurance, Test Automation, Network Administration, Management, CRM, Security, High Performance Teams, Software Documentation, Agile Methodologies, Training, Testing, Enterprise Software, Team Management, SDLC, Scrum, Software Development, Leadership, Integration, Requirements Analysis, Unix, Strategy, SQL, Business Analysis, Software Project..., Java, Cross-functional Team..., QTP, Web Applications
Education
Oakland University 2000 — 2001
Master's degree, Computer Science & Engineering
Bangalore University 1994 — 1998
Bachelor of Engineering (B.E.), Information Science and Engineering
Tim Green Tim Green's Merrill Lynch Experience 1994 - 1995
Job Senior Operations Executive poised to provide strong leadership and operational excellence that increases profitability.
Industry Executive Office
Experience
Phoenix Computer Academy February 2014 - June 2014
Bank of America July 2005 - November 2013
ISAF Joint Command November 2012 - September 2013
United States Marine Corps May 2010 - October 2012
United States Marine Corps May 2009 - May 2010
United States Marine Corps 2007 - 2009
United States Marine Corps 2005 - 2007
United States Marine Corps 2003 - 2004
First Bank/Bank of San Francisco July 1995 - September 2003
Merrill Lynch 1994 - 1995
Skills
Operational Planning, National Security, Military, Command, Counterterrorism, Emergency Management, Physical Security, Security, Defense, Security Clearance, Program Management, Intelligence, Top Secret, Leadership, Government, Organizational..., Intelligence Analysis, Policy, Training, Special Operations, Project Planning, Force Protection, Homeland Security, Interagency Coordination, Continuity of Operations, Project Management, Cross-functional Team..., Strategic Planning, Process Improvement, Logistics Management, Transformational...
Education
Phoenix Computer Academy 2014 — 2014
Project Management Professional
Marine Corps Command and Staff College 2001 — 2002
The American College 1992 — 1993
ChFC, Chartered Financial Consultant
The American College 1991 — 1992
CLU, Chartered Life Underwriter
Ball State University - College of Business 1979 — 1983
B.S., Finance
Phoenix Computer Academy February 2014 - June 2014
Bank of America July 2005 - November 2013
ISAF Joint Command November 2012 - September 2013
United States Marine Corps May 2010 - October 2012
United States Marine Corps May 2009 - May 2010
United States Marine Corps 2007 - 2009
United States Marine Corps 2005 - 2007
United States Marine Corps 2003 - 2004
First Bank/Bank of San Francisco July 1995 - September 2003
Merrill Lynch 1994 - 1995
Skills
Operational Planning, National Security, Military, Command, Counterterrorism, Emergency Management, Physical Security, Security, Defense, Security Clearance, Program Management, Intelligence, Top Secret, Leadership, Government, Organizational..., Intelligence Analysis, Policy, Training, Special Operations, Project Planning, Force Protection, Homeland Security, Interagency Coordination, Continuity of Operations, Project Management, Cross-functional Team..., Strategic Planning, Process Improvement, Logistics Management, Transformational...
Education
Phoenix Computer Academy 2014 — 2014
Project Management Professional
Marine Corps Command and Staff College 2001 — 2002
The American College 1992 — 1993
ChFC, Chartered Financial Consultant
The American College 1991 — 1992
CLU, Chartered Life Underwriter
Ball State University - College of Business 1979 — 1983
B.S., Finance
Laura Pittenger's Merrill Lynch Experience May 2008 - August 2008
Job Stage Director & Playwright
Industry Performing Arts
Experience
Backtrack Reports May 2014 - Present
Turn to Flesh Productions February 2014 - Present
Independent Theater June 2012 - Present
Ball State University January 2009 - May 2012
Indiana Repertory Theatre August 2011 - December 2011
Ball State University June 2009 - August 2011
Stephanie Klapper Casting May 2010 - June 2010
Merrill Lynch May 2008 - August 2008
Skills
Theatre, Playwriting, Stage, InDesign, Research, Editing, Microsoft Office, Directing, Literary Management, Investigation, Writing, Creative Writing
Education
Ball State University 2008 — 2012
B.A., Theatre Production - Directing
Backtrack Reports May 2014 - Present
Turn to Flesh Productions February 2014 - Present
Independent Theater June 2012 - Present
Ball State University January 2009 - May 2012
Indiana Repertory Theatre August 2011 - December 2011
Ball State University June 2009 - August 2011
Stephanie Klapper Casting May 2010 - June 2010
Merrill Lynch May 2008 - August 2008
Skills
Theatre, Playwriting, Stage, InDesign, Research, Editing, Microsoft Office, Directing, Literary Management, Investigation, Writing, Creative Writing
Education
Ball State University 2008 — 2012
B.A., Theatre Production - Directing
David Kugelman's Merrill Lynch Experience 1998 - 2003
Job President and CEO at Atlanta Capital Partners, LLC
Industry Financial Services
Experience
Atlanta Capital Partners, LLC April 2003 - Present
OTC Stock Review March 2003 - Present
Merrill Lynch 1998 - 2003
Greenway Capital 1991 - 1998
Bear Stearns 1988 - 1991
Skills
Investor Relations, Investments, Due Diligence, Alternative Investments, Venture Capital, Mergers, Private Equity, Entrepreneurship, Equities, Private Placements, Hedge Funds, Investment Banking, Corporate Finance, Capital Markets, Valuation, Asset Managment, Financial Modeling, Securities, Start-ups, IPO, Corporate Development, Asset Management, Emerging Markets, Equity Research, Mergers & Acquisitions, Fixed Income, Funding, Commodity, Strategic Financial..., Executive Management, Joint Ventures, Finance, Trading, Restructuring, Financial Structuring, Investment Management, Financial Markets, Investment Strategies, Structured Finance, Portfolio Management, Financial Analysis, Options, Capital, Financial Services, Derivatives, Asset Allocation, Project Finance, LBO, Investment Advisory, Strategy
Education
Ball State University 1982 — 1986
dchs 1978 — 1982
Atlanta Capital Partners, LLC April 2003 - Present
OTC Stock Review March 2003 - Present
Merrill Lynch 1998 - 2003
Greenway Capital 1991 - 1998
Bear Stearns 1988 - 1991
Skills
Investor Relations, Investments, Due Diligence, Alternative Investments, Venture Capital, Mergers, Private Equity, Entrepreneurship, Equities, Private Placements, Hedge Funds, Investment Banking, Corporate Finance, Capital Markets, Valuation, Asset Managment, Financial Modeling, Securities, Start-ups, IPO, Corporate Development, Asset Management, Emerging Markets, Equity Research, Mergers & Acquisitions, Fixed Income, Funding, Commodity, Strategic Financial..., Executive Management, Joint Ventures, Finance, Trading, Restructuring, Financial Structuring, Investment Management, Financial Markets, Investment Strategies, Structured Finance, Portfolio Management, Financial Analysis, Options, Capital, Financial Services, Derivatives, Asset Allocation, Project Finance, LBO, Investment Advisory, Strategy
Education
Ball State University 1982 — 1986
dchs 1978 — 1982
Michael S. Beaudoin II Michael S. Beaudoin II's Merrill Lynch Experience May 2001 - April 2004
Job
Industry Telecommunications
Experience
AT&T June 2014 - Present
AT&T March 2013 - May 2014
AT&T Mobility July 2012 - February 2013
AT&T July 2011 - July 2012
Pepperdine's Graziadio School of Business and Management August 2009 - April 2011
AT&T June 2010 - August 2010
Deutsche Bank December 2007 - August 2009
JPMorgan Chase April 2004 - December 2007
Merrill Lynch May 2001 - April 2004
Skills
Alternative Investments, Asset Managment, Strategy, Business Strategy, Leadership, Business Planning, Management, Team Leadership, Financial Modeling, Financial Analysis, Telecommunications, Marketing, Training, Equities, Corporate Finance, Valuation, Portfolio Management, Retirement Planning, Data Analysis, Asset Management, Business Development, Finance, Program Management, Sales, Management Consulting, Mergers & Acquisitions, Project Management, Forecasting, Process Improvement, Business Analysis, Competitive Analysis, Budgets, Change Management, Cross-functional Team..., Analysis, Strategic Planning, Project Planning, Leadership Development, Operations Management, Contract Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA
Ball State University 1997 — 2001
Bachelors of Science
Professional Specialties
AT&T June 2014 - Present
AT&T March 2013 - May 2014
AT&T Mobility July 2012 - February 2013
AT&T July 2011 - July 2012
Pepperdine's Graziadio School of Business and Management August 2009 - April 2011
AT&T June 2010 - August 2010
Deutsche Bank December 2007 - August 2009
JPMorgan Chase April 2004 - December 2007
Merrill Lynch May 2001 - April 2004
Skills
Alternative Investments, Asset Managment, Strategy, Business Strategy, Leadership, Business Planning, Management, Team Leadership, Financial Modeling, Financial Analysis, Telecommunications, Marketing, Training, Equities, Corporate Finance, Valuation, Portfolio Management, Retirement Planning, Data Analysis, Asset Management, Business Development, Finance, Program Management, Sales, Management Consulting, Mergers & Acquisitions, Project Management, Forecasting, Process Improvement, Business Analysis, Competitive Analysis, Budgets, Change Management, Cross-functional Team..., Analysis, Strategic Planning, Project Planning, Leadership Development, Operations Management, Contract Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA
Ball State University 1997 — 2001
Bachelors of Science
Professional Specialties
Edward Wills, Jr. Edward Wills, Jr.'s Merrill Lynch Experience 1986 - 1988
Job Manager, Independent Associate, at Legal Shield
Industry Legal Services
Experience
Legalshield June 2014 - Present
Carmax August 2012 - May 2013
The Wills Agency, Farmers Insurance Cos. October 2011 - December 2012
Modern Woodmen of America 2010 - November 2011
Indiana Chapter, Arthritis Foundation 2005 - 2009
United Way of Central Indiana 1995 - 2005
Indianapolis Power 1990 - 1995
Merrill Lynch 1986 - 1988
The Indianapolis Star 1979 - 1984
Skills
Leadership, Fundraising, Training, Public Speaking, Management, Strategic Planning, Sales, Nonprofits, Community Outreach, Customer Service, Social Networking, Recruiting, Program Management, Team Building, Non-profits, Marketing, Small Business, Leadership Development, Social Media Marketing, Insurance, Public Relations, Event Planning, Marketing Strategy, Marketing Communications, Time Management, Volunteer Management, Coaching, Sales Management, Budgets, Negotiation, Social Media, Account Management, Contract Negotiation, Sales Process, Event Management, Entrepreneurship, Team Leadership, Business, New Business Development, Business Development, Cold Calling, Direct Sales, Microsoft Office, Employee Benefits, Retail, Fixed Annuities, Organizational..., Finance, Customer Retention, Selling
Education
Princeton Theological Seminary 2014 — 2015
Certificate, Theology and Mimistry
Luke 4:18 Ministries 2013 — 2015
Ball State University 1988 — 1996
Masters, Public Relations
Ball State University 1971 — 1975
Legalshield June 2014 - Present
Carmax August 2012 - May 2013
The Wills Agency, Farmers Insurance Cos. October 2011 - December 2012
Modern Woodmen of America 2010 - November 2011
Indiana Chapter, Arthritis Foundation 2005 - 2009
United Way of Central Indiana 1995 - 2005
Indianapolis Power 1990 - 1995
Merrill Lynch 1986 - 1988
The Indianapolis Star 1979 - 1984
Skills
Leadership, Fundraising, Training, Public Speaking, Management, Strategic Planning, Sales, Nonprofits, Community Outreach, Customer Service, Social Networking, Recruiting, Program Management, Team Building, Non-profits, Marketing, Small Business, Leadership Development, Social Media Marketing, Insurance, Public Relations, Event Planning, Marketing Strategy, Marketing Communications, Time Management, Volunteer Management, Coaching, Sales Management, Budgets, Negotiation, Social Media, Account Management, Contract Negotiation, Sales Process, Event Management, Entrepreneurship, Team Leadership, Business, New Business Development, Business Development, Cold Calling, Direct Sales, Microsoft Office, Employee Benefits, Retail, Fixed Annuities, Organizational..., Finance, Customer Retention, Selling
Education
Princeton Theological Seminary 2014 — 2015
Certificate, Theology and Mimistry
Luke 4:18 Ministries 2013 — 2015
Ball State University 1988 — 1996
Masters, Public Relations
Ball State University 1971 — 1975
Will Byrd CRPC®'s Merrill Lynch Experience March 2011 - March 2013
Job Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
Merrill Lynch March 2011 - March 2013
Edward Jones January 2010 - 2010
Concur Technologies October 2008 - December 2009
American Express Corporate Services April 2001 - September 2008
American Express 1995 - 1997
American Express 1992 - 1995
Skills
Financial Advisor, Credit Cards, Expense Management, Strategic Partnerships, Insurance, Mortgage Lending, Retirement Planning, Stocks, Municipal Bonds, Bonds, Annuity Sales, Series 7, Special Needs Trusts, Investments, Series 66, B2B, Leadership, Marketing, Mergers & Acquisitions, New Business Development, Sales Management, Financial Services, Asset Allocation, Sales, Finance, Business Development, Relationship Management, Team Leadership, Team Building, Management, Business Strategy, Strategic Planning
Education
Southern Methodist University - Cox School of Business
Ball State University
B.S.
Shortridge
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
Merrill Lynch March 2011 - March 2013
Edward Jones January 2010 - 2010
Concur Technologies October 2008 - December 2009
American Express Corporate Services April 2001 - September 2008
American Express 1995 - 1997
American Express 1992 - 1995
Skills
Financial Advisor, Credit Cards, Expense Management, Strategic Partnerships, Insurance, Mortgage Lending, Retirement Planning, Stocks, Municipal Bonds, Bonds, Annuity Sales, Series 7, Special Needs Trusts, Investments, Series 66, B2B, Leadership, Marketing, Mergers & Acquisitions, New Business Development, Sales Management, Financial Services, Asset Allocation, Sales, Finance, Business Development, Relationship Management, Team Leadership, Team Building, Management, Business Strategy, Strategic Planning
Education
Southern Methodist University - Cox School of Business
Ball State University
B.S.
Shortridge
David Gerwig's Merrill Lynch Experience January 1988 - January 1990
Job Director, Logistics Engineering at Penske Logistics
Industry Logistics and Supply Chain
Experience
Penske Logistics January 2015 - Present
Penske Logistics March 2014 - January 2015
Procurian August 2011 - February 2013
FedEx Services January 2004 - August 2011
Ryder Systems, Inc June 2002 - January 2004
Accenture June 2000 - November 2001
FedEx Services November 1999 - July 2000
FedEx Services April 1996 - May 1999
Foresters January 1991 - January 1995
Merrill Lynch January 1988 - January 1990
Skills
Supply Chain Management, Supply Chain, Transportation, Logistics, Warehousing, Customer Relations, Budgeting, Transportation..., Operations Management, Process Engineering, Cross-functional Team..., Process Improvement, Supply Chain..., Strategic Sourcing, Contract Negotiations, Supplier Management, Contract Management, Vendor Relations, Management Consulting, Strategy Development, Logistics Management, Procurement, 3PL, Outsourcing, Cost Reduction, Contract Negotiation, Negotiation, Supply Management, Budgets, Logistics Design, Project Management, CRM, Program Management, Customer Service, Project Planning, International Logistics, Management, Analysis, Strategy, Six Sigma, Team Leadership, Business Development, Start-ups, Supply Chain Operations, Business Process..., Strategic Planning, Supply Chain Consulting, Warehouse Management, Vendor Management
Education
Baldwin-Wallace College 1995 — 1999
MBA, Business Systems
The University of Akron
BSBA, Finance
Archbishop Hoban High
High School/Secondary Diploma Programs
Penske Logistics January 2015 - Present
Penske Logistics March 2014 - January 2015
Procurian August 2011 - February 2013
FedEx Services January 2004 - August 2011
Ryder Systems, Inc June 2002 - January 2004
Accenture June 2000 - November 2001
FedEx Services November 1999 - July 2000
FedEx Services April 1996 - May 1999
Foresters January 1991 - January 1995
Merrill Lynch January 1988 - January 1990
Skills
Supply Chain Management, Supply Chain, Transportation, Logistics, Warehousing, Customer Relations, Budgeting, Transportation..., Operations Management, Process Engineering, Cross-functional Team..., Process Improvement, Supply Chain..., Strategic Sourcing, Contract Negotiations, Supplier Management, Contract Management, Vendor Relations, Management Consulting, Strategy Development, Logistics Management, Procurement, 3PL, Outsourcing, Cost Reduction, Contract Negotiation, Negotiation, Supply Management, Budgets, Logistics Design, Project Management, CRM, Program Management, Customer Service, Project Planning, International Logistics, Management, Analysis, Strategy, Six Sigma, Team Leadership, Business Development, Start-ups, Supply Chain Operations, Business Process..., Strategic Planning, Supply Chain Consulting, Warehouse Management, Vendor Management
Education
Baldwin-Wallace College 1995 — 1999
MBA, Business Systems
The University of Akron
BSBA, Finance
Archbishop Hoban High
High School/Secondary Diploma Programs
Dennis Covert's Merrill Lynch Experience March 1973 - Present
Job Senior Vice President Wealth Management Senior Financial Advisor at Merrill Lynch
Industry
Experience
Merrill Lynch March 1973 - Present
US Navy January 1968 - October 1969
Education
Ball State University 1970 — 1973
B.S. Business Administration, Marketing
Merrill Lynch March 1973 - Present
US Navy January 1968 - October 1969
Education
Ball State University 1970 — 1973
B.S. Business Administration, Marketing
Richard Acton Richard Acton's Merrill Lynch Experience June 1977 - February 1980
Job CLU (Chartered Life Underwriter)
Industry Insurance
Experience
Acton Insurance, Inc. March 1981 - Present
Bradenton Insurance, Inc January 1980 - January 1981
Merrill Lynch June 1977 - February 1980
Professional Services, Inc January 1976 - January 1977
State Farm Insurance April 1972 - July 1976
Marion County Juvenile Court January 1969 - January 1972
Skills
Direct Sales, Direct Marketing, Sales Management, New Business Development, B2B, Account Management, Marketing Strategy, Lead Generation, Sales Process, Cold Calling, Sales, Customer Retention, Salesforce.com, Customer Acquisition, Strategic Planning, Telemarketing, Market Planning, Small Business, Term Life Insurance, Estate Planning, Fixed Annuities, Health Insurance, Insurance
Education
The American College 1979 — 1981
CLU designation, Estate planning
Ball State University 1965 — 1969
BS, Political Science
Acton Insurance, Inc. March 1981 - Present
Bradenton Insurance, Inc January 1980 - January 1981
Merrill Lynch June 1977 - February 1980
Professional Services, Inc January 1976 - January 1977
State Farm Insurance April 1972 - July 1976
Marion County Juvenile Court January 1969 - January 1972
Skills
Direct Sales, Direct Marketing, Sales Management, New Business Development, B2B, Account Management, Marketing Strategy, Lead Generation, Sales Process, Cold Calling, Sales, Customer Retention, Salesforce.com, Customer Acquisition, Strategic Planning, Telemarketing, Market Planning, Small Business, Term Life Insurance, Estate Planning, Fixed Annuities, Health Insurance, Insurance
Education
The American College 1979 — 1981
CLU designation, Estate planning
Ball State University 1965 — 1969
BS, Political Science
Eric Furry's Merrill Lynch Experience May 2008 - August 2008
Job Advisory Manager at PwC
Industry Financial Services
Experience
PwC August 2011 - Present
Catalyst Healthcare Advisors, LLC May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Financial Analysis, Accounting, Investments, Management Consulting, Process Improvement, Healthcare Consulting, Finance, Microsoft Excel, Economics, Healthcare Reimbursement
Education
Purdue University 2010 — 2011
MSF, Finance, 3.89
Ball State University 2006 — 2010
B.A., Economics, 3.99
Ball State University 2006 — 2010
Honors
Center Grove High School 2002 — 2006
PwC August 2011 - Present
Catalyst Healthcare Advisors, LLC May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Financial Analysis, Accounting, Investments, Management Consulting, Process Improvement, Healthcare Consulting, Finance, Microsoft Excel, Economics, Healthcare Reimbursement
Education
Purdue University 2010 — 2011
MSF, Finance, 3.89
Ball State University 2006 — 2010
B.A., Economics, 3.99
Ball State University 2006 — 2010
Honors
Center Grove High School 2002 — 2006
Eric Splete Eric Splete's Merrill Lynch Experience 1993 - 1997
Job Group Sales Consultant at Guardian
Industry Insurance
Experience
Guardian Life November 2013 - Present
Lincoln Financial Group January 2012 - November 2013
Guardian Life Insurance Co. of America July 2000 - January 2012
PaineWebber 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Employee Benefits, Disability Insurance, Life Insurance, Sales, Insurance, Term Life Insurance, Health Insurance, Brokers, Investments, Critical Illness, Underwriting, 401k, Benefits Administration
Education
Baldwin Wallace University 1987 — 1992
BA, Economics
Guardian Life November 2013 - Present
Lincoln Financial Group January 2012 - November 2013
Guardian Life Insurance Co. of America July 2000 - January 2012
PaineWebber 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Employee Benefits, Disability Insurance, Life Insurance, Sales, Insurance, Term Life Insurance, Health Insurance, Brokers, Investments, Critical Illness, Underwriting, 401k, Benefits Administration
Education
Baldwin Wallace University 1987 — 1992
BA, Economics
David Covert's Merrill Lynch Experience March 1997 - April 2008
Job Senior Vice President at Raymond James
Industry Financial Services
Experience
Raymond James April 2008 - Present
US Navy December 2008 - September 2009
US Navy 2005 - 2009
Merrill Lynch March 1997 - April 2008
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, IRAs, Financial Advisory, 401k, Long Term Care Insurance, Wealth, Finance, Long-term Care, Management, Disability Insurance, Training, Wealth Management..., Roth IRA, Mortgage Lending, Bonds, Nonprofits, Human Resources, Recruiting
Education
Ball State University 1980 — 1986
Bachelor of Science.
Raymond James April 2008 - Present
US Navy December 2008 - September 2009
US Navy 2005 - 2009
Merrill Lynch March 1997 - April 2008
Skills
Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, IRAs, Financial Advisory, 401k, Long Term Care Insurance, Wealth, Finance, Long-term Care, Management, Disability Insurance, Training, Wealth Management..., Roth IRA, Mortgage Lending, Bonds, Nonprofits, Human Resources, Recruiting
Education
Ball State University 1980 — 1986
Bachelor of Science.
Bob Markovich Bob Markovich's Merrill Lynch Experience November 1994 - September 2000
Job Managing Director at Good Harbor Financial
Industry Financial Services
Experience
Cedar Capital, LLC November 2014 - Present
Good Harbor Financial April 2013 - Present
NAVCAP® NAV Capital Partners, LLC August 2010 - Present
Sheffield village City council 2012 - 2015
Sheffield village City council 2012 - 2015
Sheffield village City council 2012 - 2015
Sheffield village City council 2012 - 2015
First Trust Advisors September 2007 - July 2010
AIG SunAmerica September 2000 - September 2007
Merrill Lynch November 1994 - September 2000
Skills
Series 7, Mutual Funds, Alternative Investments, Financial Advisory, Wealth Management, Asset Allocation, ETFs, Finance, Investment Strategies, Retirement Planning, Separately Managed..., Series 6, Fixed Annuities, Series 24, Securities, Series 63, Investments, Asset Managment
Education
Baldwin Wallace University 1981 — 1985
BS, Comprehensive Social Studies, Education
Cedar Capital, LLC November 2014 - Present
Good Harbor Financial April 2013 - Present
NAVCAP® NAV Capital Partners, LLC August 2010 - Present
Sheffield village City council 2012 - 2015
Sheffield village City council 2012 - 2015
Sheffield village City council 2012 - 2015
Sheffield village City council 2012 - 2015
First Trust Advisors September 2007 - July 2010
AIG SunAmerica September 2000 - September 2007
Merrill Lynch November 1994 - September 2000
Skills
Series 7, Mutual Funds, Alternative Investments, Financial Advisory, Wealth Management, Asset Allocation, ETFs, Finance, Investment Strategies, Retirement Planning, Separately Managed..., Series 6, Fixed Annuities, Series 24, Securities, Series 63, Investments, Asset Managment
Education
Baldwin Wallace University 1981 — 1985
BS, Comprehensive Social Studies, Education
Anthony L. Soave, CLU, ChFC Anthony L. Soave, CLU, ChFC's Merrill Lynch Experience 1997 - 1998
Job Chartered Financial Consultant, Registered Principal at Guide Point Financial Partners
Industry Financial Services
Experience
Guide Point Financial Partners, An Independent Firm 2010 - Present
American Funds 1998 - 2009
Merrill Lynch 1997 - 1998
Prudential Securities 1994 - 1997
Paine Webber 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Asset Management, Retirement Planning, Risk evaluation, Investment Planning, Disability and Life..., Succession Planning, Employee Compensation..., Financial Planning, Long Term Care Insurance, Portfolio Management, Business Planning, Strategic Financial..., Risk Assessment, Investments, Estate Planning, Insurance, Mutual Funds
Education
Ball State University
Master of Arts, Management
Ferris State University
Bachelor's Degree, Business
Ferris State University
Associate's Degree, Marketing
Guide Point Financial Partners, An Independent Firm 2010 - Present
American Funds 1998 - 2009
Merrill Lynch 1997 - 1998
Prudential Securities 1994 - 1997
Paine Webber 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Asset Management, Retirement Planning, Risk evaluation, Investment Planning, Disability and Life..., Succession Planning, Employee Compensation..., Financial Planning, Long Term Care Insurance, Portfolio Management, Business Planning, Strategic Financial..., Risk Assessment, Investments, Estate Planning, Insurance, Mutual Funds
Education
Ball State University
Master of Arts, Management
Ferris State University
Bachelor's Degree, Business
Ferris State University
Associate's Degree, Marketing
Brian Roland,CRPC's Merrill Lynch Experience November 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2009 - Present
UBS December 2004 - November 2009
Rotary International 2008 - 2009
Rotary International 2008 - 2009
US Army January 1991 - October 2004
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Series 63, Retirement, Portfolio Management, Investment Advisory, Equities, Securities, Investment Strategies, Fixed Income, Financial Advisory, Uniform Combined State..., Asset Management, Alternative Investments, Estate Planning, Financial Services, Wealth Management..., IRAs, Long-term Care, Mortgage Lending, Series 65, Loans, ETFs, 401k, Investment Management, Fixed Annuities, Financial Risk, Bonds, Credit, Wealth, Relationship Management, Insurance, Term Life Insurance, Banking, High Net Worth..., Options, Separately Managed..., Series 6, Variable Annuities, Roth IRA, College Savings Plans, Saving for Education, Hedge Funds, Wealth Accumulation, Risk Management
Education
Webster University 2001 — 2003
Master of Business Administration (MBA), Finance, General, 3.6
Ball State University 1994 — 1998
Bachelor of Arts (BA), CJC, 3.2
FLW
FLW
Merrill Lynch November 2009 - Present
UBS December 2004 - November 2009
Rotary International 2008 - 2009
Rotary International 2008 - 2009
US Army January 1991 - October 2004
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Series 63, Retirement, Portfolio Management, Investment Advisory, Equities, Securities, Investment Strategies, Fixed Income, Financial Advisory, Uniform Combined State..., Asset Management, Alternative Investments, Estate Planning, Financial Services, Wealth Management..., IRAs, Long-term Care, Mortgage Lending, Series 65, Loans, ETFs, 401k, Investment Management, Fixed Annuities, Financial Risk, Bonds, Credit, Wealth, Relationship Management, Insurance, Term Life Insurance, Banking, High Net Worth..., Options, Separately Managed..., Series 6, Variable Annuities, Roth IRA, College Savings Plans, Saving for Education, Hedge Funds, Wealth Accumulation, Risk Management
Education
Webster University 2001 — 2003
Master of Business Administration (MBA), Finance, General, 3.6
Ball State University 1994 — 1998
Bachelor of Arts (BA), CJC, 3.2
FLW
FLW
Peter Bielan Peter Bielan's Merrill Lynch Experience 1983 - 1985
Job Principal at Kehrer Bielan Research & Consulting
Industry Financial Services
Experience
Kehrer Bielan - Research and Consulting April 2012 - Present
Bielan Consulting, LLC 2010 - May 2012
SunTrust Bank January 2007 - October 2010
SunTrust Investment Services June 2000 - December 2006
SunTrust Insurance Services June 2000 - December 2006
Fifth Third Securities 1985 - 2000
Merrill Lynch 1983 - 1985
Skills
Risk Management, Investments, Portfolio Management, Business Strategy, Financial Services, Strategy, Mergers & Acquisitions, Sales Management, Wealth Management, Banking, Strategic Planning, Business Analysis, Mergers, Securities, Management, Strategic Financial..., Leadership, Management Consulting, Business Planning, Insurance, Mutual Funds, Sales Process, Series 7, Financial Management, Teamwork, Change Management, Program Management, Process Improvement, Team Leadership, Business Process..., P&L Management, New Business Development, Organizational..., Coaching, Investment Advisory, Alternative Investments, Financial Analysis, Asset Allocation, Asset Managment, Retirement Planning, Wealth Management..., Finance, 401k, Problem Solving, Business Management, Investment Strategies, Investment Management, Financial Advisory
Education
Baldwin-Wallace College 1979 — 1983
B.A.
Kehrer Bielan - Research and Consulting April 2012 - Present
Bielan Consulting, LLC 2010 - May 2012
SunTrust Bank January 2007 - October 2010
SunTrust Investment Services June 2000 - December 2006
SunTrust Insurance Services June 2000 - December 2006
Fifth Third Securities 1985 - 2000
Merrill Lynch 1983 - 1985
Skills
Risk Management, Investments, Portfolio Management, Business Strategy, Financial Services, Strategy, Mergers & Acquisitions, Sales Management, Wealth Management, Banking, Strategic Planning, Business Analysis, Mergers, Securities, Management, Strategic Financial..., Leadership, Management Consulting, Business Planning, Insurance, Mutual Funds, Sales Process, Series 7, Financial Management, Teamwork, Change Management, Program Management, Process Improvement, Team Leadership, Business Process..., P&L Management, New Business Development, Organizational..., Coaching, Investment Advisory, Alternative Investments, Financial Analysis, Asset Allocation, Asset Managment, Retirement Planning, Wealth Management..., Finance, 401k, Problem Solving, Business Management, Investment Strategies, Investment Management, Financial Advisory
Education
Baldwin-Wallace College 1979 — 1983
B.A.
Alok Prasad Alok Prasad's Merrill Lynch Experience February 2004 - Present
Job Head of Merrill Edge
Industry Financial Services
Experience
Merrill Lynch February 2004 - Present
Novantas Inc April 2002 - January 2004
The Cambridge Group September 2000 - March 2002
Mercer Management Consulting August 1994 - August 2000
Education
Cornell University 1990 — 1994
Ph.D., Marketing Management
Cornell University - Johnson Graduate School of Management 1990 — 1994
Masters / Doctorate, Management
Banaras Hindu University 1985 — 1989
B. Tech, Mechanical Engg
Indian Institute of Technology (Banaras Hindu University), Varanasi 1985 — 1989
B. Tech., Mechanical Engineering
St. Patrick's School 1974 — 1984
Merrill Lynch February 2004 - Present
Novantas Inc April 2002 - January 2004
The Cambridge Group September 2000 - March 2002
Mercer Management Consulting August 1994 - August 2000
Education
Cornell University 1990 — 1994
Ph.D., Marketing Management
Cornell University - Johnson Graduate School of Management 1990 — 1994
Masters / Doctorate, Management
Banaras Hindu University 1985 — 1989
B. Tech, Mechanical Engg
Indian Institute of Technology (Banaras Hindu University), Varanasi 1985 — 1989
B. Tech., Mechanical Engineering
St. Patrick's School 1974 — 1984
Cindy Nicoletto's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Architecture & Planning
Experience
Merrill Lynch June 2014 - Present
Bank of America June 2013 - June 2014
Bank of America May 2012 - June 2013
Best Buy September 2008 - February 2012
SkyWest Airlines June 2010 - April 2011
Valparaiso Partners, LLC April 2008 - December 2010
K2 CONSTRUCTION July 2007 - December 2010
Gerometta & Kinel Architects July 2007 - April 2008
Cripe January 2006 - July 2007
ABDynamics May 2005 - August 2005
Skills
Customer Service, Interior Design, Construction Documents, Microsoft Office, Photoshop, AutoCAD, Graphic Design, Word, SketchUp, Adobe Creative Suite, Excel, Illustrator, Social Media, Photography, PowerPoint, Customer Relations, Retail, Painting, Event Management, Mac, Outlook, Space Planning, Creative Problem Solving, Custom Furniture, Space planning, Project Planning, Management, Leadership
Education
Ball State University 2002 — 2006
Bachelors of Arts in Architecture, Minor: German Language
Merrill Lynch June 2014 - Present
Bank of America June 2013 - June 2014
Bank of America May 2012 - June 2013
Best Buy September 2008 - February 2012
SkyWest Airlines June 2010 - April 2011
Valparaiso Partners, LLC April 2008 - December 2010
K2 CONSTRUCTION July 2007 - December 2010
Gerometta & Kinel Architects July 2007 - April 2008
Cripe January 2006 - July 2007
ABDynamics May 2005 - August 2005
Skills
Customer Service, Interior Design, Construction Documents, Microsoft Office, Photoshop, AutoCAD, Graphic Design, Word, SketchUp, Adobe Creative Suite, Excel, Illustrator, Social Media, Photography, PowerPoint, Customer Relations, Retail, Painting, Event Management, Mac, Outlook, Space Planning, Creative Problem Solving, Custom Furniture, Space planning, Project Planning, Management, Leadership
Education
Ball State University 2002 — 2006
Bachelors of Arts in Architecture, Minor: German Language
Christy Vavra's Merrill Lynch Experience 1997 - 1999
Job Registered Financial Associate at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation September 2013 - Present
MF Global September 2006 - May 2013
Merrill Lynch 1997 - 1999
Education
Ball State University 1989 — 1993
Bachelor of Science (BS)
City Securities Corporation September 2013 - Present
MF Global September 2006 - May 2013
Merrill Lynch 1997 - 1999
Education
Ball State University 1989 — 1993
Bachelor of Science (BS)
Natalie Kassenyeva, CFA, PRM Natalie Kassenyeva, CFA, PRM's Merrill Lynch Experience February 2010 - August 2010
Job IST Risk Strategic Credit at BP
Industry Financial Services
Experience
BP June 2012 - Present
Citibank August 2010 - July 2012
Merrill Lynch February 2010 - August 2010
Ascendant Advisors LLC February 2010 - August 2010
Paul Comstock Partners June 1999 - July 2009
EXXON Ventures May 1998 - August 1998
UMCOR March 1996 - August 1997
Education
CFA Institute 1999 — 2001
CFA Charter
Texas A&M University 1997 — 1999
MS, Finance
Baku State University 1995 — 1997
BS, Applied Math
PRMIA
PRM (Professional Risk Manager)
BP June 2012 - Present
Citibank August 2010 - July 2012
Merrill Lynch February 2010 - August 2010
Ascendant Advisors LLC February 2010 - August 2010
Paul Comstock Partners June 1999 - July 2009
EXXON Ventures May 1998 - August 1998
UMCOR March 1996 - August 1997
Education
CFA Institute 1999 — 2001
CFA Charter
Texas A&M University 1997 — 1999
MS, Finance
Baku State University 1995 — 1997
BS, Applied Math
PRMIA
PRM (Professional Risk Manager)
Steve Jacobs Steve Jacobs's Merrill Lynch Experience May 2008 - August 2009
Job
Industry Internet
Experience
Gilt Groupe July 2010 - Present
David Rockefeller Fellows September 2014 - Present
Zaius, Inc. February 2015 - Present
Do Something March 2013 - Present
Gilt Groupe February 2010 - July 2010
Gilt Groupe August 2009 - February 2010
Merrill Lynch May 2008 - August 2009
Merrill Lynch June 2006 - May 2008
Poindexter Systems / [x+1] May 2001 - April 2006
Sonata (Thinking Media) December 1999 - May 2001
Skills
Strategic Partnerships, E-commerce, Agile Methodologies, Web Services, Product Marketing, Start-ups, Cloud Computing, Scalability, Strategic Leadership, Product Management, Analytics, Vendor Management, Distributed Systems, Architecture, Software Project..., Software Development, SDLC, Enterprise Architecture, SaaS, Mobile Applications, Business Intelligence, Mobile Devices, Databases, IT Management, Architectures, IT Strategy, System Architecture, Enterprise Software
Education
Columbia University 1995 — 1998
Ph.D.
Bard College 1989 — 1992
Bachelor of Arts (B.A.)
Gilt Groupe July 2010 - Present
David Rockefeller Fellows September 2014 - Present
Zaius, Inc. February 2015 - Present
Do Something March 2013 - Present
Gilt Groupe February 2010 - July 2010
Gilt Groupe August 2009 - February 2010
Merrill Lynch May 2008 - August 2009
Merrill Lynch June 2006 - May 2008
Poindexter Systems / [x+1] May 2001 - April 2006
Sonata (Thinking Media) December 1999 - May 2001
Skills
Strategic Partnerships, E-commerce, Agile Methodologies, Web Services, Product Marketing, Start-ups, Cloud Computing, Scalability, Strategic Leadership, Product Management, Analytics, Vendor Management, Distributed Systems, Architecture, Software Project..., Software Development, SDLC, Enterprise Architecture, SaaS, Mobile Applications, Business Intelligence, Mobile Devices, Databases, IT Management, Architectures, IT Strategy, System Architecture, Enterprise Software
Education
Columbia University 1995 — 1998
Ph.D.
Bard College 1989 — 1992
Bachelor of Arts (B.A.)
Jazil Ghias Jazil Ghias's Merrill Lynch Experience 1999 - 2010
Job Director, Global Synthetic Equity at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank 2013 - 2014
BNP Paribas 2012 - 2013
Royal Bank of Scotland 2010 - 2012
Merrill Lynch 1999 - 2010
Skills
Derivatives, Capital Markets, Structured Finance, Banking, Equity Derivatives, Equities, Financial Markets, Financial Structuring, Credit Risk, Emerging Markets, Hedge Funds, Trading, Investment Banking, Fixed Income, Investments
Education
Bard College 1994 — 1998
Bachelor's degree, Economics
Karachi Grammar School
UBS Investment Bank 2013 - 2014
BNP Paribas 2012 - 2013
Royal Bank of Scotland 2010 - 2012
Merrill Lynch 1999 - 2010
Skills
Derivatives, Capital Markets, Structured Finance, Banking, Equity Derivatives, Equities, Financial Markets, Financial Structuring, Credit Risk, Emerging Markets, Hedge Funds, Trading, Investment Banking, Fixed Income, Investments
Education
Bard College 1994 — 1998
Bachelor's degree, Economics
Karachi Grammar School
Al Velasco's Merrill Lynch Experience March 2010 - April 2010
Job Private Banker Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Union Bank November 2014 - February 2015
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Chase Investment Services Corporation July 2011 - October 2012
Chase June 2010 - July 2011
Merrill Lynch March 2010 - April 2010
Charles Schwab October 2007 - May 2009
American Equity Mortgage February 2007 - October 2007
NovaStar Mortgage January 2007 - February 2007
Equity Consultants, LLC February 2006 - January 2007
Education
Ball State University 1997 — 2001
BA, Criminal Justice, Spanish
Ball State University 1997 — 2001
Bachelor of Arts, Criminal Justice
Wells Fargo February 2015 - Present
Union Bank November 2014 - February 2015
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Chase Investment Services Corporation July 2011 - October 2012
Chase June 2010 - July 2011
Merrill Lynch March 2010 - April 2010
Charles Schwab October 2007 - May 2009
American Equity Mortgage February 2007 - October 2007
NovaStar Mortgage January 2007 - February 2007
Equity Consultants, LLC February 2006 - January 2007
Education
Ball State University 1997 — 2001
BA, Criminal Justice, Spanish
Ball State University 1997 — 2001
Bachelor of Arts, Criminal Justice
Randall Frey's Merrill Lynch Experience 1994 - 1996
Job Account Executive at StopolES
Industry Plastics
Experience
Stopol, Inc. October 2011 - Present
Cumberland Diversified Metals May 2005 - March 2011
USBancorp Investments May 2002 - April 2005
Wachovia Securities June 1999 - April 2001
Merrill Lynch 1994 - 1996
Skills
Sales Management, Direct Sales, Product Development, Marketing Strategy, Team Building, Account Management, Team Leadership, Process Improvement, New Business Development, Sales, Automotive, Strategic Planning, Business Development, Business Strategy, Negotiation, Management, Leadership, Customer Service, Marketing, Forecasting, Manufacturing
Education
Baldwin-Wallace College 1996 — 1999
Bachelor of Arts, Finance and Economics
Brooklyn H.S.
Wheaton College
Stopol, Inc. October 2011 - Present
Cumberland Diversified Metals May 2005 - March 2011
USBancorp Investments May 2002 - April 2005
Wachovia Securities June 1999 - April 2001
Merrill Lynch 1994 - 1996
Skills
Sales Management, Direct Sales, Product Development, Marketing Strategy, Team Building, Account Management, Team Leadership, Process Improvement, New Business Development, Sales, Automotive, Strategic Planning, Business Development, Business Strategy, Negotiation, Management, Leadership, Customer Service, Marketing, Forecasting, Manufacturing
Education
Baldwin-Wallace College 1996 — 1999
Bachelor of Arts, Finance and Economics
Brooklyn H.S.
Wheaton College
Susan Vicha Susan Vicha's Merrill Lynch Experience May 2007 - November 2008
Job Chemist at OM Group
Industry Chemicals
Experience
OM Group July 2011 - Present
No Company December 2008 - June 2011
Merrill Lynch May 2007 - November 2008
Bull Cycles Research May 2003 - May 2007
PPG Industries January 1994 - August 2003
PPG Industries April 1991 - January 1994
PPG Industries July 1985 - April 1991
PPG Industries May 1982 - July 1985
Skills
Research, Coatings, Product Development, Microsoft Office, Portfolio Management, Asset Management, Financial Planning, Investments, Equities, Strategic Financial..., Manufacturing, Polymers, Leadership, Materials Science, Management, Chemistry, Additives
Education
Weatherhead School of Management 2002 — 2004
MBA+, Advanced Financial Management
Baldwin-Wallace College 1989 — 1992
MBA
Case Western Reserve University 1980 — 1985
BA, Chemistry and Psychology
OM Group July 2011 - Present
No Company December 2008 - June 2011
Merrill Lynch May 2007 - November 2008
Bull Cycles Research May 2003 - May 2007
PPG Industries January 1994 - August 2003
PPG Industries April 1991 - January 1994
PPG Industries July 1985 - April 1991
PPG Industries May 1982 - July 1985
Skills
Research, Coatings, Product Development, Microsoft Office, Portfolio Management, Asset Management, Financial Planning, Investments, Equities, Strategic Financial..., Manufacturing, Polymers, Leadership, Materials Science, Management, Chemistry, Additives
Education
Weatherhead School of Management 2002 — 2004
MBA+, Advanced Financial Management
Baldwin-Wallace College 1989 — 1992
MBA
Case Western Reserve University 1980 — 1985
BA, Chemistry and Psychology
Colin Clark, CFA's Merrill Lynch Experience February 2001 - February 2005
Job IntercontinentalExchange | NYSE
Industry Financial Services
Experience
IntercontinentalExchange, Inc. March 2005 - Present
Merrill Lynch February 2001 - February 2005
Citigroup Global Markets May 1998 - January 2001
Fidelity Investments December 1992 - April 1998
Skills
Market Data, Options, Equities, Financial Markets, Electronic Trading, Trading, Trading Systems, Derivatives, Securities, Product Development, Pricing, Strategic Analysis, P&L responsibility, Financial Analysis, Management, Change Management, Business Strategy, Business Analysis, Business Development, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Bard College 1987 — 1991
B.A., Economics
IntercontinentalExchange, Inc. March 2005 - Present
Merrill Lynch February 2001 - February 2005
Citigroup Global Markets May 1998 - January 2001
Fidelity Investments December 1992 - April 1998
Skills
Market Data, Options, Equities, Financial Markets, Electronic Trading, Trading, Trading Systems, Derivatives, Securities, Product Development, Pricing, Strategic Analysis, P&L responsibility, Financial Analysis, Management, Change Management, Business Strategy, Business Analysis, Business Development, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Bard College 1987 — 1991
B.A., Economics
Jeanne Sdroulas Jeanne Sdroulas's Merrill Lynch Experience 1992 - 2001
Job Global Head of Marketing
Industry Financial Services
Experience
Fred Alger Management September 2013 - Present
Stone Harbor Investment Partners LP December 2010 - December 2012
Orrick, Herrington & Sutcliffe LLP May 2009 - December 2010
Citigroup November 2007 - March 2009
Citigroup March 2006 - September 2007
Deutsche Bank June 2001 - 2005
Merrill Lynch 1992 - 2001
Skills
Marketing Management, Integrated Marketing, Brand Management, Product Marketing, Product Launch, Marketing Communications, Marketing Strategy, Client Development, Event Marketing Strategy, Financial Services, Capital Markets, Hedge Funds, Business Strategy, Fixed Income, Alternative Investments
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance
Barnard College
Bachelor of Arts (B.A.), Economics
Bronx High School of Science
Fred Alger Management September 2013 - Present
Stone Harbor Investment Partners LP December 2010 - December 2012
Orrick, Herrington & Sutcliffe LLP May 2009 - December 2010
Citigroup November 2007 - March 2009
Citigroup March 2006 - September 2007
Deutsche Bank June 2001 - 2005
Merrill Lynch 1992 - 2001
Skills
Marketing Management, Integrated Marketing, Brand Management, Product Marketing, Product Launch, Marketing Communications, Marketing Strategy, Client Development, Event Marketing Strategy, Financial Services, Capital Markets, Hedge Funds, Business Strategy, Fixed Income, Alternative Investments
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance
Barnard College
Bachelor of Arts (B.A.), Economics
Bronx High School of Science
Gabriella Rowe's Merrill Lynch Experience June 1988 - August 1990
Job Head of School at The Village School
Industry Education Management
Experience
The Village School July 2014 - Present
Mandell School September 1999 - June 2014
GROW Associates January 1996 - September 1999
Redding Consultants October 1993 - December 1995
AMCAL June 1992 - October 1993
Berenson Minella August 1990 - May 1992
Merrill Lynch June 1988 - August 1990
Education
Bank Street College of Education 1999 — 2001
MS, Early Childhood Development
Bryn Mawr College 1984 — 1988
AB, French and History
The Village School July 2014 - Present
Mandell School September 1999 - June 2014
GROW Associates January 1996 - September 1999
Redding Consultants October 1993 - December 1995
AMCAL June 1992 - October 1993
Berenson Minella August 1990 - May 1992
Merrill Lynch June 1988 - August 1990
Education
Bank Street College of Education 1999 — 2001
MS, Early Childhood Development
Bryn Mawr College 1984 — 1988
AB, French and History
Sanjeev J. Nair Sanjeev J. Nair's Merrill Lynch Experience December 2007 - December 2008
Job IT Architect and Strategist
Industry Financial Services
Experience
Bank of America November 2009 - Present
Bank of America January 2009 - November 2009
Merrill Lynch December 2007 - December 2008
Merrill Lynch January 2005 - November 2007
Merrill Lynch February 2007 - September 2007
Merrill Lynch February 2004 - December 2004
Merrill Lynch January 2001 - January 2004
Merrill Lynch September 1996 - December 2001
Transworld Information Systems Inc. November 1994 - August 1996
Stock Holding Corporation of India (SHCIL) Ltd. December 1991 - October 1994
Skills
IT Strategy, SDLC, Business Intelligence, Business Analysis, Enterprise Architecture, IT Management, Databases, Solution Architecture, ERP, Business Strategy, Business Process..., Oracle, Requirements Analysis, Unix, Financial Technology, Leadership, Business Process..., Management, Strategy, Strategic Leadership, Strategic Planning, Technical Leadership, Risk Management, PMO, Integration, Architectures, Project Portfolio..., Portfolio Management, Data Warehousing, Business Process
Education
Columbia University in the City of New York 2007 — 2009
MS, Technology Management, 3.76
Indian Institute of Technology, Bombay 1993 — 1994
Certificate, Information Technology
Barkatullah Vishwavidyalaya 1987 — 1991
BE, Computer Technology
Bank of America November 2009 - Present
Bank of America January 2009 - November 2009
Merrill Lynch December 2007 - December 2008
Merrill Lynch January 2005 - November 2007
Merrill Lynch February 2007 - September 2007
Merrill Lynch February 2004 - December 2004
Merrill Lynch January 2001 - January 2004
Merrill Lynch September 1996 - December 2001
Transworld Information Systems Inc. November 1994 - August 1996
Stock Holding Corporation of India (SHCIL) Ltd. December 1991 - October 1994
Skills
IT Strategy, SDLC, Business Intelligence, Business Analysis, Enterprise Architecture, IT Management, Databases, Solution Architecture, ERP, Business Strategy, Business Process..., Oracle, Requirements Analysis, Unix, Financial Technology, Leadership, Business Process..., Management, Strategy, Strategic Leadership, Strategic Planning, Technical Leadership, Risk Management, PMO, Integration, Architectures, Project Portfolio..., Portfolio Management, Data Warehousing, Business Process
Education
Columbia University in the City of New York 2007 — 2009
MS, Technology Management, 3.76
Indian Institute of Technology, Bombay 1993 — 1994
Certificate, Information Technology
Barkatullah Vishwavidyalaya 1987 — 1991
BE, Computer Technology
Gary Benefiel, CRPC®'s Merrill Lynch Experience 1996 - 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Merrill Lynch 1996 - 2009
CITIZENS BANK 1978 - 1996
Education
Ball State University
Ameriprise Financial Services, Inc. 2009 - Present
Merrill Lynch 1996 - 2009
CITIZENS BANK 1978 - 1996
Education
Ball State University
Mirjana Kljajic, CRC® Mirjana Kljajic, CRC®'s Merrill Lynch Experience 2007 - 2009
Job Premier Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc. January 2009 - Present
Merrill Lynch 2007 - 2009
Skills
Investment Advisory, Wealth Management..., Retirement Planning, Series 7, Series 66, Strategic Financial..., Portfolio Management, Asset Managment, Investments, Wealth Management, 401k, Asset Management, Insurance, Investment Strategies, Estate Planning, Financial Advisory, Securities, Fixed Annuities, Series 63, Financial Planning
Education
The American College 2014 — 2016
CFP® Certification
Ball State University 2001 — 2004
Bachelor of Science, Finance
BMO Harris Financial Advisors, Inc. January 2009 - Present
Merrill Lynch 2007 - 2009
Skills
Investment Advisory, Wealth Management..., Retirement Planning, Series 7, Series 66, Strategic Financial..., Portfolio Management, Asset Managment, Investments, Wealth Management, 401k, Asset Management, Insurance, Investment Strategies, Estate Planning, Financial Advisory, Securities, Fixed Annuities, Series 63, Financial Planning
Education
The American College 2014 — 2016
CFP® Certification
Ball State University 2001 — 2004
Bachelor of Science, Finance
Eddy Bayardelle Eddy Bayardelle's Merrill Lynch Experience 1997 - 2009
Job Vice President for Strategic Initiatives at Bronx Community College
Industry Philanthropy
Experience
Bronx Community College 2012 - Present
Virtual Enterprises International, Inc. 2010 - 2012
Merrill Lynch 1997 - 2009
United States Committee for UNICEF 1994 - 1996
Hempstead Public Schools 1992 - 1994
New York City Public Schools 1990 - 1992
New York City Public Schools 1988 - 1990
New York City Public Schools 1986 - 1988
Bank Street College 1980 - 1986
New York State Education Department 1978 - 1980
Education
New York University
Ph.D., Education
Bank Street College of Education
M.S, Education
Marymount Manhattan College
B.A, Education
Bronx Community College 2012 - Present
Virtual Enterprises International, Inc. 2010 - 2012
Merrill Lynch 1997 - 2009
United States Committee for UNICEF 1994 - 1996
Hempstead Public Schools 1992 - 1994
New York City Public Schools 1990 - 1992
New York City Public Schools 1988 - 1990
New York City Public Schools 1986 - 1988
Bank Street College 1980 - 1986
New York State Education Department 1978 - 1980
Education
New York University
Ph.D., Education
Bank Street College of Education
M.S, Education
Marymount Manhattan College
B.A, Education
Mara Yachik's Merrill Lynch Experience 2005 - 2007
Job Process & Procedures Consultant
Industry Investment Management
Experience
Self-employed consultant (finance) November 2010 - Present
Provident Capital June 2012 - October 2014
Paws and Think 2011 - 2011
The Home Depot 2010 - 2011
The Good Mom February 2005 - November 2010
USA Funds January 2010 - August 2010
Oxford Financial Group, Ltd. June 2007 - January 2009
Merrill Lynch 2005 - 2007
Bank of Texas 2000 - 2005
Campus America, Inc. 1981 - 1998
Skills
Strategic Financial..., Strategic Planning, Relationship Management, Business Development, Process Management, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Advisory, Banking, Financial Advisory, Leadership, Management, Asset Management, Mergers & Acquisitions, Finance, Business Planning, Change Management, Process Improvement, Strategy, Financial Services, Team Building, Project Management, Team Leadership, Budgets, Public Speaking, Customer Service, New Business Development, Analysis, Contract Negotiation, Financial Analysis, Business Strategy, Consulting
Education
Ball State University - College of Business 1998 — 2000
BS, Economics
Indiana University-Purdue University at Indianapolis
Self-employed consultant (finance) November 2010 - Present
Provident Capital June 2012 - October 2014
Paws and Think 2011 - 2011
The Home Depot 2010 - 2011
The Good Mom February 2005 - November 2010
USA Funds January 2010 - August 2010
Oxford Financial Group, Ltd. June 2007 - January 2009
Merrill Lynch 2005 - 2007
Bank of Texas 2000 - 2005
Campus America, Inc. 1981 - 1998
Skills
Strategic Financial..., Strategic Planning, Relationship Management, Business Development, Process Management, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Advisory, Banking, Financial Advisory, Leadership, Management, Asset Management, Mergers & Acquisitions, Finance, Business Planning, Change Management, Process Improvement, Strategy, Financial Services, Team Building, Project Management, Team Leadership, Budgets, Public Speaking, Customer Service, New Business Development, Analysis, Contract Negotiation, Financial Analysis, Business Strategy, Consulting
Education
Ball State University - College of Business 1998 — 2000
BS, Economics
Indiana University-Purdue University at Indianapolis
Patrick Ward Patrick Ward's Merrill Lynch Experience June 1993 - December 1995
Job Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2011 - Present
Deutsche Bank August 2009 - February 2011
JPMorgan Chase & Co. March 2008 - June 2009
Goldman Sachs December 2003 - January 2008
SLK-Hull Derivatives, A Goldman Sachs Company January 2001 - December 2003
TFM Investment Group February 1997 - January 2001
Merrill Lynch June 1993 - December 1995
Skills
Derivatives, Equities, Equity Derivatives, Options, Portfolio Management, Investments, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Trading Systems, Electronic Trading, Financial Markets, Investment Banking, Trading
Education
Baldwin Wallace University 1995 — 1997
Masters of Business Administration, International Business
Michigan State University 1989 — 1993
Bachelor of Arts (BA), International Studies, Economics/Political Science/Spanish
RBC Capital Markets May 2011 - Present
Deutsche Bank August 2009 - February 2011
JPMorgan Chase & Co. March 2008 - June 2009
Goldman Sachs December 2003 - January 2008
SLK-Hull Derivatives, A Goldman Sachs Company January 2001 - December 2003
TFM Investment Group February 1997 - January 2001
Merrill Lynch June 1993 - December 1995
Skills
Derivatives, Equities, Equity Derivatives, Options, Portfolio Management, Investments, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Trading Systems, Electronic Trading, Financial Markets, Investment Banking, Trading
Education
Baldwin Wallace University 1995 — 1997
Masters of Business Administration, International Business
Michigan State University 1989 — 1993
Bachelor of Arts (BA), International Studies, Economics/Political Science/Spanish
Kelly Jo Smith's Merrill Lynch Experience September 1990 - August 2005
Job Sr. Client Associate
Industry Financial Services
Experience
Gagne Wealth Management Inc March 2013 - Present
Raymond James Financial Inc. August 2005 - January 2013
Merrill Lynch September 1990 - August 2005
Skills
Proficient in Microsoft..., Operational Excellence, Exceptional People..., Organization, Office Management, Analytic Problem Solving, Creative Problem Solving, Mutual Funds
Education
Ball State University 1985 — 1990
Bachelor of Science (BS), Business
Oak Hill High School 1982 — 1985
Gagne Wealth Management Inc March 2013 - Present
Raymond James Financial Inc. August 2005 - January 2013
Merrill Lynch September 1990 - August 2005
Skills
Proficient in Microsoft..., Operational Excellence, Exceptional People..., Organization, Office Management, Analytic Problem Solving, Creative Problem Solving, Mutual Funds
Education
Ball State University 1985 — 1990
Bachelor of Science (BS), Business
Oak Hill High School 1982 — 1985
Jonathan Kosmata Jonathan Kosmata's Merrill Lynch Experience May 2006 - August 2006
Job Vice President, Premier Banker at SunTrust
Industry Banking
Experience
SunTrust June 2015 - Present
PNC April 2014 - June 2015
Fifth Third Bank May 2008 - April 2014
H&R Block September 2008 - April 2009
Merrill Lynch May 2006 - August 2006
Education
Baldwin Wallace University 2003 — 2007
Bachelor of Arts, Finance
SunTrust June 2015 - Present
PNC April 2014 - June 2015
Fifth Third Bank May 2008 - April 2014
H&R Block September 2008 - April 2009
Merrill Lynch May 2006 - August 2006
Education
Baldwin Wallace University 2003 — 2007
Bachelor of Arts, Finance
Lauren Wallace's Merrill Lynch Experience 1986 - 1989
Job Privacy & Technology Law, Tonkon Torp LLP
Industry Legal Services
Experience
Tonkon Torp LLP March 2015 - Present
Wallace Tech/Law LLC September 2014 - March 2015
Avatron Software, Inc. April 2012 - March 2015
Stewart Sokol & Larkin LLC August 2011 - April 2012
Microsoft October 1997 - April 2000
Apple Inc. June 1995 - October 1997
Pearson Educational Software January 1994 - June 1995
Viacom/Simon & Schuster Publishing 1989 - 1994
Merrill Lynch 1986 - 1989
Skills
software licensing, commercial litigation, legal research, litigation, corporate law, contract negotiation, mobile app development, mobile app marketing, intellectual property..., Contract Negotiation, Corporate Law, Litigation, Commercial Litigation, Legal Research, Strategy, Management, Mobile Applications, Property Management..., Product Development, Software Licensing, Start-ups, Program Management, Business Development, Mergers & Acquisitions, Corporate Governance, Licensing, Intellectual Property, Leadership, Mobile Devices, Strategic Partnerships, Privacy Law, Executive Management, Entrepreneurship, Negotiation
Education
International Association of Privacy Professionals
CIPP/US
Lewis & Clark Law School
JD, Law
Bard College
BA, Psychology
Tonkon Torp LLP March 2015 - Present
Wallace Tech/Law LLC September 2014 - March 2015
Avatron Software, Inc. April 2012 - March 2015
Stewart Sokol & Larkin LLC August 2011 - April 2012
Microsoft October 1997 - April 2000
Apple Inc. June 1995 - October 1997
Pearson Educational Software January 1994 - June 1995
Viacom/Simon & Schuster Publishing 1989 - 1994
Merrill Lynch 1986 - 1989
Skills
software licensing, commercial litigation, legal research, litigation, corporate law, contract negotiation, mobile app development, mobile app marketing, intellectual property..., Contract Negotiation, Corporate Law, Litigation, Commercial Litigation, Legal Research, Strategy, Management, Mobile Applications, Property Management..., Product Development, Software Licensing, Start-ups, Program Management, Business Development, Mergers & Acquisitions, Corporate Governance, Licensing, Intellectual Property, Leadership, Mobile Devices, Strategic Partnerships, Privacy Law, Executive Management, Entrepreneurship, Negotiation
Education
International Association of Privacy Professionals
CIPP/US
Lewis & Clark Law School
JD, Law
Bard College
BA, Psychology
Cori O'Brien's Merrill Lynch Experience February 1994 - March 1999
Job Administrative Coordinator at Per Se Group
Industry Staffing and Recruiting
Experience
Per Se Group July 2015 - Present
BENTRON FINANCIAL GROUP, INC. May 2014 - June 2015
Lifetime Fitness October 2009 - November 2010
Alliance Capital Management March 1999 - February 2002
Merrill Lynch February 1994 - March 1999
Skills
Customer Service, Windows, Microsoft Office, Social Media, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Internet, QuickBooks, Constant Contact, Financial Services, Problem Solving, Strategic Planning, Sales, Social Networking, Event Management
Education
Ball State University 1988 — 1992
Bachelor of Science, Mathematics
Wheeling High School 1984 — 1988
Per Se Group July 2015 - Present
BENTRON FINANCIAL GROUP, INC. May 2014 - June 2015
Lifetime Fitness October 2009 - November 2010
Alliance Capital Management March 1999 - February 2002
Merrill Lynch February 1994 - March 1999
Skills
Customer Service, Windows, Microsoft Office, Social Media, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Internet, QuickBooks, Constant Contact, Financial Services, Problem Solving, Strategic Planning, Sales, Social Networking, Event Management
Education
Ball State University 1988 — 1992
Bachelor of Science, Mathematics
Wheeling High School 1984 — 1988
Dan Nelson Dan Nelson's Merrill Lynch Experience 2002 - 2009
Job Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
UBS Wealth Management March 2012 - February 2015
Wells Fargo Advisors November 2009 - March 2012
Merrill Lynch 2002 - 2009
Education
University of La Verne 2000 — 2004
Bachelor of Arts
California State University-Bakersfield 1997 — 1998
Bakersfield College 1995 — 1997
Associate of Arts (A.A.)
Wells Fargo February 2015 - Present
UBS Wealth Management March 2012 - February 2015
Wells Fargo Advisors November 2009 - March 2012
Merrill Lynch 2002 - 2009
Education
University of La Verne 2000 — 2004
Bachelor of Arts
California State University-Bakersfield 1997 — 1998
Bakersfield College 1995 — 1997
Associate of Arts (A.A.)
Dave Bartz's Merrill Lynch Experience January 2000 - January 2009
Job Financial Advisor/First Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch January 2000 - January 2009
Northwestern Mutual Life September 1985 - January 2000
Skills
Wealth Management, Series 7, Asset Management, Retirement Planning
Education
Ball State University 1981 — 1986
Bachelors of Science, Business
North Central High School 1979 — 1981
UBS January 2009 - Present
Merrill Lynch January 2000 - January 2009
Northwestern Mutual Life September 1985 - January 2000
Skills
Wealth Management, Series 7, Asset Management, Retirement Planning
Education
Ball State University 1981 — 1986
Bachelors of Science, Business
North Central High School 1979 — 1981
David Trende David Trende's Merrill Lynch Experience January 1998 - July 2001
Job Partner at Wealth Design Partners
Industry Financial Services
Experience
Wealth Design Partners January 2009 - Present
Morgan Prescott & Associates September 2005 - Present
Legend Insurance Auditors LLC January 2004 - June 2009
Legacy Financial September 2001 - March 2008
Merrill Lynch January 1998 - July 2001
Skills
Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services
Education
Baldwin Wallace University 1994 — 1998
BA, Business Administration, Major in Finance, Minor in Economics and History
Wealth Design Partners January 2009 - Present
Morgan Prescott & Associates September 2005 - Present
Legend Insurance Auditors LLC January 2004 - June 2009
Legacy Financial September 2001 - March 2008
Merrill Lynch January 1998 - July 2001
Skills
Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services
Education
Baldwin Wallace University 1994 — 1998
BA, Business Administration, Major in Finance, Minor in Economics and History
Katie Chan Katie Chan's Merrill Lynch Experience June 2008 - August 2008
Job Doordash
Industry Internet
Experience
DoorDash April 2015 - Present
Shocase June 2013 - April 2015
Mentorzen August 2013 - May 2014
Tinder June 2013 - August 2013
LGT Capital Partners July 2011 - December 2012
Inigral June 2012 - August 2012
Altfest Personal Wealth Management May 2010 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Online Advertising, Research, Strategic Partnerships, HTML, Finance, Financial Modeling, Valuation, Entrepreneurship, Marketing, Management, Market Research, Business Development, Data Analysis, Bloomberg, Strategy
Education
Columbia University in the City of New York
Barnard College, Economics
Barnard College
BA, Economics, Minors: Art History; Spanish
Millburn High School
DoorDash April 2015 - Present
Shocase June 2013 - April 2015
Mentorzen August 2013 - May 2014
Tinder June 2013 - August 2013
LGT Capital Partners July 2011 - December 2012
Inigral June 2012 - August 2012
Altfest Personal Wealth Management May 2010 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Online Advertising, Research, Strategic Partnerships, HTML, Finance, Financial Modeling, Valuation, Entrepreneurship, Marketing, Management, Market Research, Business Development, Data Analysis, Bloomberg, Strategy
Education
Columbia University in the City of New York
Barnard College, Economics
Barnard College
BA, Economics, Minors: Art History; Spanish
Millburn High School
Connor Ryan's Merrill Lynch Experience June 2013 - July 2014
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Brooke, Smith & Associates - Merrill Lynch January 2014 - Present
Merrill Lynch June 2013 - July 2014
MutualBank May 2012 - July 2012
Ball State University January 2012 - May 2012
Education
Ball State University
Bachelor's degree
Brooke, Smith & Associates - Merrill Lynch January 2014 - Present
Merrill Lynch June 2013 - July 2014
MutualBank May 2012 - July 2012
Ball State University January 2012 - May 2012
Education
Ball State University
Bachelor's degree
Raphaela Sapire Raphaela Sapire's Merrill Lynch Experience November 2010 - May 2011
Job Portfolio Analyst at Acumen
Industry Venture Capital & Private Equity
Experience
Acumen January 2015 - Present
Acumen August 2014 - December 2014
Acumen Fund August 2013 - July 2014
Bank of America July 2012 - August 2013
General Assemb.ly March 2012 - June 2012
ff Venture Capital September 2011 - January 2012
Bank of America June 2011 - August 2011
Merrill Lynch November 2010 - May 2011
New Living July 2010 - August 2010
VSA Partners October 2008 - December 2008
Skills
Entrepreneurship, Nonprofits, Market Research, Marketing, Financial Modeling, Start-ups, Business Development, Leadership
Education
Barnard College 2007 — 2011
BA, Urban Studies, Economics, 3.7 GPA
Acumen January 2015 - Present
Acumen August 2014 - December 2014
Acumen Fund August 2013 - July 2014
Bank of America July 2012 - August 2013
General Assemb.ly March 2012 - June 2012
ff Venture Capital September 2011 - January 2012
Bank of America June 2011 - August 2011
Merrill Lynch November 2010 - May 2011
New Living July 2010 - August 2010
VSA Partners October 2008 - December 2008
Skills
Entrepreneurship, Nonprofits, Market Research, Marketing, Financial Modeling, Start-ups, Business Development, Leadership
Education
Barnard College 2007 — 2011
BA, Urban Studies, Economics, 3.7 GPA
Jason Grodsky's Merrill Lynch Experience November 1995 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1995 - Present
Skills
Series 7, Series 63, Series 24, Six Sigma, Change Management, Project Management, Operations Management, Risk Management, Strategic Planning, Banking, Financial Services, Management, Process Improvement, Strategy, Wealth Management
Education
Ball State University - College of Business 1990 — 1995
Bachelor of Science (B.S.), Finance, General
Merrill Lynch November 1995 - Present
Skills
Series 7, Series 63, Series 24, Six Sigma, Change Management, Project Management, Operations Management, Risk Management, Strategic Planning, Banking, Financial Services, Management, Process Improvement, Strategy, Wealth Management
Education
Ball State University - College of Business 1990 — 1995
Bachelor of Science (B.S.), Finance, General
Thimmaiah Thammaiah Thimmaiah Thammaiah's Merrill Lynch Experience September 2004 - May 2010
Job Senior Software Engineer with strong Service Oriented Architecture ( SOA ) skill set
Industry Computer Software
Experience
Akana, Inc May 2010 - Present
Merrill Lynch September 2004 - May 2010
Creasoft Inc July 1993 - September 2004
PIMLICO Consulting June 1990 - September 1993
Keane August 1985 - June 1990
Tata Consultancy Services June 1980 - July 1985
Skills
Java Enterprise Edition, SOA, Integration, Database Design, SDLC, Solution Architecture, Enterprise Architecture, Requirements Analysis, Business Analysis, Software Project..., Business Intelligence, Agile Methodologies, Cloud Computing
Education
Indian Institute of Science 1978 — 1980
Master of Engineering with Distinction, School of Automation, Computer Science
Bangalore University 1973 — 1978
Bachelor of Engineering, Electronic and Communications
Akana, Inc May 2010 - Present
Merrill Lynch September 2004 - May 2010
Creasoft Inc July 1993 - September 2004
PIMLICO Consulting June 1990 - September 1993
Keane August 1985 - June 1990
Tata Consultancy Services June 1980 - July 1985
Skills
Java Enterprise Edition, SOA, Integration, Database Design, SDLC, Solution Architecture, Enterprise Architecture, Requirements Analysis, Business Analysis, Software Project..., Business Intelligence, Agile Methodologies, Cloud Computing
Education
Indian Institute of Science 1978 — 1980
Master of Engineering with Distinction, School of Automation, Computer Science
Bangalore University 1973 — 1978
Bachelor of Engineering, Electronic and Communications
Sanjay Rajput Sanjay Rajput's Merrill Lynch Experience July 2009 - July 2010
Job Solutions Engineer (VP) at Citigroup
Industry Information Technology and Services
Experience
Citi August 2012 - Present
Morgan Stanley February 2012 - August 2012
Morgan Stanley Smith Barney July 2010 - February 2012
Merrill Lynch-Bank of America Corporation June 2009 - October 2010
Merrill Lynch July 2009 - July 2010
Morgan Stanley 2010 - 2010
Citi Group August 2008 - July 2009
Citigroup July 2008 - June 2009
Pfizer Inc August 2007 - July 2008
Pfizer Inc 2007 - 2008
Skills
SDLC, IIS, Enterprise Architecture, Disaster Recovery, Active Directory, Data Center, VMware, Servers, Web Services, DNS, Integration, Microsoft SQL Server, Operating Systems, System Deployment, Technical Support, VMware ESX
Education
Devi Ahilya Vishwavidyalaya 2000 — 2003
MBA, Systems
Barkatullah University Bhopal 1995 — 1999
Bachelor Of Engineering, Electrical
Barkatullah Vishwavidyalaya 1994 — 1998
BE, Electrical
University Year of Passing
Master of Business Administration, Systems
Citi August 2012 - Present
Morgan Stanley February 2012 - August 2012
Morgan Stanley Smith Barney July 2010 - February 2012
Merrill Lynch-Bank of America Corporation June 2009 - October 2010
Merrill Lynch July 2009 - July 2010
Morgan Stanley 2010 - 2010
Citi Group August 2008 - July 2009
Citigroup July 2008 - June 2009
Pfizer Inc August 2007 - July 2008
Pfizer Inc 2007 - 2008
Skills
SDLC, IIS, Enterprise Architecture, Disaster Recovery, Active Directory, Data Center, VMware, Servers, Web Services, DNS, Integration, Microsoft SQL Server, Operating Systems, System Deployment, Technical Support, VMware ESX
Education
Devi Ahilya Vishwavidyalaya 2000 — 2003
MBA, Systems
Barkatullah University Bhopal 1995 — 1999
Bachelor Of Engineering, Electrical
Barkatullah Vishwavidyalaya 1994 — 1998
BE, Electrical
University Year of Passing
Master of Business Administration, Systems
Kevin W. Niceley's Merrill Lynch Experience March 2009 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2009 - Present
Wells Fargo Advisors September 1985 - March 2009
Skills
Investments, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Investment Management, Portfolio Management, Wealth Management..., Series 65, Series 7, Certified Investment...
Education
Wharton School, University of Pennsylvania 1997 — 1999
Corporate Finance, CIMA
Ball State University
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Merrill Lynch March 2009 - Present
Wells Fargo Advisors September 1985 - March 2009
Skills
Investments, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Investment Management, Portfolio Management, Wealth Management..., Series 65, Series 7, Certified Investment...
Education
Wharton School, University of Pennsylvania 1997 — 1999
Corporate Finance, CIMA
Ball State University
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Diane Schadoff's Merrill Lynch Experience October 2005 - April 2009
Job VP, Internal Audit at Lazard Frères & Co. LLC
Industry Financial Services
Experience
Lazard Frères & Co. LLC July 2013 - Present
TIAA-CREF June 2012 - July 2013
Barclays Capital April 2009 - June 2012
Merrill Lynch October 2005 - April 2009
KPMG July 2003 - September 2005
Skills
Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Audit, Operational Risk, Financial Analysis, IT Audit, Operational Risk..., Internal Controls, Banking, IFRS, Due Diligence, Derivatives, Financial Services, Financial Audits, Financial Modeling, Corporate Finance, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2003
MBA, Accountancy
Bard College
B.A., French Literature
Lazard Frères & Co. LLC July 2013 - Present
TIAA-CREF June 2012 - July 2013
Barclays Capital April 2009 - June 2012
Merrill Lynch October 2005 - April 2009
KPMG July 2003 - September 2005
Skills
Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Audit, Operational Risk, Financial Analysis, IT Audit, Operational Risk..., Internal Controls, Banking, IFRS, Due Diligence, Derivatives, Financial Services, Financial Audits, Financial Modeling, Corporate Finance, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2003
MBA, Accountancy
Bard College
B.A., French Literature
Sarath Joseph's Merrill Lynch Experience April 2006 - January 2007
Job Core Java expert
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company April 2014 - Present
JPMorgan Chase November 2012 - April 2014
Credit Suisse June 2010 - December 2012
ICAP April 2007 - May 2010
Merrill Lynch April 2006 - January 2007
Insurance Services Organization January 2005 - March 2006
Tektronix Engineering Development India September 2004 - December 2004
OnMobile Asia Pacific Pvt. Ltd June 2002 - September 2004
Skills
Core Java, Swing, UML, User Interface Design, Object Oriented Design, System Design, Web Services, Agile Methodologies, Design Patterns, Software Design, Requirements Analysis, Weblogic, Java Enterprise Edition, Fixed Income, XML, SOA, Spring, Electronic Trading, Derivatives, Hibernate, Unix, Sybase
Education
Bangalore University 1997 — 2001
BE, Information technology
National Public School 1985 — 1997
International Fund Services (NA) LLC, A State Street Company April 2014 - Present
JPMorgan Chase November 2012 - April 2014
Credit Suisse June 2010 - December 2012
ICAP April 2007 - May 2010
Merrill Lynch April 2006 - January 2007
Insurance Services Organization January 2005 - March 2006
Tektronix Engineering Development India September 2004 - December 2004
OnMobile Asia Pacific Pvt. Ltd June 2002 - September 2004
Skills
Core Java, Swing, UML, User Interface Design, Object Oriented Design, System Design, Web Services, Agile Methodologies, Design Patterns, Software Design, Requirements Analysis, Weblogic, Java Enterprise Edition, Fixed Income, XML, SOA, Spring, Electronic Trading, Derivatives, Hibernate, Unix, Sybase
Education
Bangalore University 1997 — 2001
BE, Information technology
National Public School 1985 — 1997
MELISSA J. FRIEDMAN MELISSA J. FRIEDMAN's Merrill Lynch Experience December 1989 - November 1993
Job VICE PRESIDENT, THE RTF GROUP, INC.
Industry Facilities Services
Experience
THE RTF GROUP, INC. March 2004 - Present
CHICAGO BOARD OF TRADE / ROSENTHALL COLLINS FOX INVESTMENTS December 1993 - November 1996
Merrill Lynch December 1989 - November 1993
Merrill Lynch October 1987 - December 1989
Skills
Manufacturing, Marketing, Facilities Management, Contract Negotiation, Sales, Customer Service
Education
Barat College of DePaul University
THE RTF GROUP, INC. March 2004 - Present
CHICAGO BOARD OF TRADE / ROSENTHALL COLLINS FOX INVESTMENTS December 1993 - November 1996
Merrill Lynch December 1989 - November 1993
Merrill Lynch October 1987 - December 1989
Skills
Manufacturing, Marketing, Facilities Management, Contract Negotiation, Sales, Customer Service
Education
Barat College of DePaul University
Daniel Zalika Daniel Zalika's Merrill Lynch Experience 1997 - 2004
Job Director of Client Integration at Alpha Theory
Industry Financial Services
Experience
Alpha Theory August 2015 - Present
Investor Analytics January 2015 - July 2015
Investor Analytics July 2013 - January 2015
Investor Analytics October 2010 - July 2013
Investor Analytics January 2007 - October 2010
DPM Mellon 2004 - 2006
Merrill Lynch 1997 - 2004
Skills
Hedge Funds, Fixed Income, Financial Risk, Java, Onboarding, Alternative Investments, SQL, Bloomberg, PostgreSQL, Equities, Valuation, Unix, Salesforce.com, Derivatives, Pre-sales, Financial Modeling, Futures, FX Derivatives, Risk Management, Shell Scripting, Market Risk, Performance Attribution, Financial Services, Risk Analytics, Investments, Oracle, Quantitative Analytics, Market Data, JIRA, Agile Methodolgy, Data Analysis, Agile Methodologies, FX Options, Asset Management, Quantitative Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Bar-Ilan University
Alpha Theory August 2015 - Present
Investor Analytics January 2015 - July 2015
Investor Analytics July 2013 - January 2015
Investor Analytics October 2010 - July 2013
Investor Analytics January 2007 - October 2010
DPM Mellon 2004 - 2006
Merrill Lynch 1997 - 2004
Skills
Hedge Funds, Fixed Income, Financial Risk, Java, Onboarding, Alternative Investments, SQL, Bloomberg, PostgreSQL, Equities, Valuation, Unix, Salesforce.com, Derivatives, Pre-sales, Financial Modeling, Futures, FX Derivatives, Risk Management, Shell Scripting, Market Risk, Performance Attribution, Financial Services, Risk Analytics, Investments, Oracle, Quantitative Analytics, Market Data, JIRA, Agile Methodolgy, Data Analysis, Agile Methodologies, FX Options, Asset Management, Quantitative Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Bar-Ilan University
Emily McCabe's Merrill Lynch Experience 2009 - 2013
Job Meeting and Event Planner at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
Merrill Lynch 2009 - 2013
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Administrative..., Microsoft Office, Event Planning, Time Management, Office Management
Education
Bard College 2004 — 2008
Bachelor of Arts (BA), Music Performance, General
UBS June 2013 - Present
Merrill Lynch 2009 - 2013
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Administrative..., Microsoft Office, Event Planning, Time Management, Office Management
Education
Bard College 2004 — 2008
Bachelor of Arts (BA), Music Performance, General
Douglas Littlewood's Merrill Lynch Experience April 1975 - November 2009
Job Vice PresidentSr. Financial Advisor at National Wealth Management, LLC
Industry Financial Services
Experience
National Wealth Management, LLC November 2009 - Present
Merrill Lynch April 1975 - November 2009
Skills
Investments, Retirement Planning, Finance, Wealth, Financial Services, Equities, Mutual Funds, 401k
Education
Baldwin-Wallace College 1968 — 1972
BA, Finance
National Wealth Management, LLC November 2009 - Present
Merrill Lynch April 1975 - November 2009
Skills
Investments, Retirement Planning, Finance, Wealth, Financial Services, Equities, Mutual Funds, 401k
Education
Baldwin-Wallace College 1968 — 1972
BA, Finance
Nathan Hamaoui,CTT+ Nathan Hamaoui,CTT+'s Merrill Lynch Experience 1983 - 1988
Job Senior Software Developer at Dynamic Logic
Industry Computer Software
Experience
Dynamic Logic April 2012 - Present
NetCom Information Technology March 2010 - Present
Priganim January 2009 - Present
Alliance Bernstein 2002 - 2008
Sanford C. Bernstein 1997 - 2002
Davis Polk and Wardwell 1988 - 1997
Merrill Lynch 1983 - 1988
New York Blood Center 1979 - 1983
Skills
Web Development, HTML5, Web Components, JavaScript, AJAX, jQuery, React.js, AngularJS, PHP, SQL, Neo4j, Cypher, Unix, Perl, Agile Methodologies, Vendor Management, SDLC, Web Applications
Education
Bar-Ilan University 1972 — 1975
BS, Physics
Technion - Israel Institute of Technology 1971 — 1972
Math, Physics
National Radio Institute 1969 — 1971
2nd Class RadioTelephone Operator Licence, Complete Communications
Dynamic Logic April 2012 - Present
NetCom Information Technology March 2010 - Present
Priganim January 2009 - Present
Alliance Bernstein 2002 - 2008
Sanford C. Bernstein 1997 - 2002
Davis Polk and Wardwell 1988 - 1997
Merrill Lynch 1983 - 1988
New York Blood Center 1979 - 1983
Skills
Web Development, HTML5, Web Components, JavaScript, AJAX, jQuery, React.js, AngularJS, PHP, SQL, Neo4j, Cypher, Unix, Perl, Agile Methodologies, Vendor Management, SDLC, Web Applications
Education
Bar-Ilan University 1972 — 1975
BS, Physics
Technion - Israel Institute of Technology 1971 — 1972
Math, Physics
National Radio Institute 1969 — 1971
2nd Class RadioTelephone Operator Licence, Complete Communications
Theresa Havlik's Merrill Lynch Experience January 1984 - December 1985
Job at
Industry Real Estate
Experience
Coldwell Banker Honig-Bell April 2014 - Present
JoAnn Fabrics July 2012 - Present
Complete Gift January 1989 - June 1999
United Development Homes 1985 - 1988
Merrill Lynch January 1984 - December 1985
Chicago Title Land Trust Company 1984 - 1985
Skills
Sales, Customer Service, Sales Management, Retail, Inventory Management, Management, Merchandising, Team Building, Negotiation, Sales Operations, Marketing, Leadership, Forecasting, Account Management, Strategic Planning
Education
Ball State University - College of Business 1981 — 1983
Bachelor of Science (BS), Business Administration, Management and Operations
Coldwell Banker Honig-Bell April 2014 - Present
JoAnn Fabrics July 2012 - Present
Complete Gift January 1989 - June 1999
United Development Homes 1985 - 1988
Merrill Lynch January 1984 - December 1985
Chicago Title Land Trust Company 1984 - 1985
Skills
Sales, Customer Service, Sales Management, Retail, Inventory Management, Management, Merchandising, Team Building, Negotiation, Sales Operations, Marketing, Leadership, Forecasting, Account Management, Strategic Planning
Education
Ball State University - College of Business 1981 — 1983
Bachelor of Science (BS), Business Administration, Management and Operations
Ramesh Lekshmynarayanan's Merrill Lynch Experience January 1994 - April 2001
Job Senior Advisor | Technology Leader | Executive Consultant
Industry Financial Services
Experience
Green Catapult, Inc. July 2013 - Present
UBS September 2012 - June 2013
Hewlett-Packard April 2011 - June 2012
Green Catapult, Inc. April 2009 - March 2011
Accenture November 2005 - February 2009
Washington Mutual January 2003 - November 2004
Washington Mutual June 2002 - January 2003
Merrill Lynch January 1994 - April 2001
Education
Duke University - The Fuqua School of Business 2007 — 2008
MBA
Bangalore University 1987 — 1991
Bachelor
Green Catapult, Inc. July 2013 - Present
UBS September 2012 - June 2013
Hewlett-Packard April 2011 - June 2012
Green Catapult, Inc. April 2009 - March 2011
Accenture November 2005 - February 2009
Washington Mutual January 2003 - November 2004
Washington Mutual June 2002 - January 2003
Merrill Lynch January 1994 - April 2001
Education
Duke University - The Fuqua School of Business 2007 — 2008
MBA
Bangalore University 1987 — 1991
Bachelor
Mavin Jiandani's Merrill Lynch Experience 1992 - 1996
Job Information Technology Professional
Industry Information Technology and Services
Experience
BNY Mellon December 2014 - Present
Nomura August 2013 - December 2014
IntercontinentalExchange, Inc.(formerly NYBOT) 1996 - 2013
Merrill Lynch 1992 - 1996
Chase Manhattan Bank 1990 - 1992
Tata Consultancy Services (TCS) 1986 - 1990
NIIT Limited 1985 - 1986
Skills
Informatica, JavaScript, HTML, ETL, Java, Project Management, Business Objects Data..., Netezza, Data Warehousing, Oracle, TANDEM, SQL, Software Development, Derivatives, Database Design, FIXML, COBOL, Disaster Recovery, Databases, Business Analysis, Troubleshooting, MS Project, Java Enterprise Edition, Software Documentation, ERP, UML, Requirements Analysis, Unix, Microsoft SQL Server, Quality Assurance, Requirements Gathering, Software Project..., Business Intelligence, SOA, DB2, Microsoft Project
Education
Pace University - Lubin School of Business
MBA, Dual Major:Finance & Information Systems
Bangalore University
BE, ELECTRONICS ENGINEERING
New York University
Certificate in Business Project Management
BNY Mellon December 2014 - Present
Nomura August 2013 - December 2014
IntercontinentalExchange, Inc.(formerly NYBOT) 1996 - 2013
Merrill Lynch 1992 - 1996
Chase Manhattan Bank 1990 - 1992
Tata Consultancy Services (TCS) 1986 - 1990
NIIT Limited 1985 - 1986
Skills
Informatica, JavaScript, HTML, ETL, Java, Project Management, Business Objects Data..., Netezza, Data Warehousing, Oracle, TANDEM, SQL, Software Development, Derivatives, Database Design, FIXML, COBOL, Disaster Recovery, Databases, Business Analysis, Troubleshooting, MS Project, Java Enterprise Edition, Software Documentation, ERP, UML, Requirements Analysis, Unix, Microsoft SQL Server, Quality Assurance, Requirements Gathering, Software Project..., Business Intelligence, SOA, DB2, Microsoft Project
Education
Pace University - Lubin School of Business
MBA, Dual Major:Finance & Information Systems
Bangalore University
BE, ELECTRONICS ENGINEERING
New York University
Certificate in Business Project Management
Shanthi Ramayanapu's Merrill Lynch Experience 1996 - 1998
Job Goldman Sachs
Industry Financial Services
Experience
AXA July 2007 - March 2010
AllianceBernstein October 2001 - June 2007
Goldman Sachs Asset Management 1998 - 2001
Merrill Lynch 1996 - 1998
Ford Motor Company 1994 - 1996
Skills
Fixed Income, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Sybase, Project Management, Databases, Asset Management, Risk Analytics, Client Expectations..., Software Project..., SQL, Agile Methodologies, IT Strategy, Requirements Gathering
Education
New Jersey Institute of Technology 1997 — 1999
MS, Computer Science
Bangalore University 1989 — 1993
BS, Computer Science
AXA July 2007 - March 2010
AllianceBernstein October 2001 - June 2007
Goldman Sachs Asset Management 1998 - 2001
Merrill Lynch 1996 - 1998
Ford Motor Company 1994 - 1996
Skills
Fixed Income, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Sybase, Project Management, Databases, Asset Management, Risk Analytics, Client Expectations..., Software Project..., SQL, Agile Methodologies, IT Strategy, Requirements Gathering
Education
New Jersey Institute of Technology 1997 — 1999
MS, Computer Science
Bangalore University 1989 — 1993
BS, Computer Science
Herb Alter's Merrill Lynch Experience 1994 - 1998
Job Independent Consultant
Industry Financial Services
Experience
Herb Alter, Consultant Inc. March 2015 - Present
IBM July 2011 - February 2015
IBM February 2005 - June 2011
Securities Industry Middleware Council 1997 - 2007
IBM Global Business Services 2002 - 2006
Candle Corporation 1998 - 2001
Merrill Lynch 1994 - 1998
Independent consultant and educator for financial services firms, AT&T and French National Railroad 1984 - 1994
Bell Laboratories January 1980 - December 1983
Bankers Trust, Loeb Rhoades, Keystone Computer Associates and Software Education Corporation 1980 - 1980
Skills
Enterprise Architecture, SOA, Integration, Agile Methodologies, System Architecture, DB2, Virtualization, Solution Architecture, WebSphere Application..., Enterprise Software, Architecture, Websphere, Middleware, Software Development, AIX, IT Strategy, Business Intelligence, z/OS, Pre-sales, SDLC, Java Enterprise Edition, Cloud Computing, Databases, Unix, Requirements Analysis, SaaS, Application Architecture, Web Services, Data Warehousing, Business Analysis, Distributed Systems, EAI, Java, UML, Sales Engineering, Linux, ESB, High Availability, Technical Leadership, Technical Architecture, Data Modeling, Big Data, Performance Tuning, TOGAF, Database Design, ETL, WebSphere, Agile Project Management, Architectures, Software Project...
Education
Bard College
Mathematics
Pratt Institute
Herb Alter, Consultant Inc. March 2015 - Present
IBM July 2011 - February 2015
IBM February 2005 - June 2011
Securities Industry Middleware Council 1997 - 2007
IBM Global Business Services 2002 - 2006
Candle Corporation 1998 - 2001
Merrill Lynch 1994 - 1998
Independent consultant and educator for financial services firms, AT&T and French National Railroad 1984 - 1994
Bell Laboratories January 1980 - December 1983
Bankers Trust, Loeb Rhoades, Keystone Computer Associates and Software Education Corporation 1980 - 1980
Skills
Enterprise Architecture, SOA, Integration, Agile Methodologies, System Architecture, DB2, Virtualization, Solution Architecture, WebSphere Application..., Enterprise Software, Architecture, Websphere, Middleware, Software Development, AIX, IT Strategy, Business Intelligence, z/OS, Pre-sales, SDLC, Java Enterprise Edition, Cloud Computing, Databases, Unix, Requirements Analysis, SaaS, Application Architecture, Web Services, Data Warehousing, Business Analysis, Distributed Systems, EAI, Java, UML, Sales Engineering, Linux, ESB, High Availability, Technical Leadership, Technical Architecture, Data Modeling, Big Data, Performance Tuning, TOGAF, Database Design, ETL, WebSphere, Agile Project Management, Architectures, Software Project...
Education
Bard College
Mathematics
Pratt Institute
Ramana Seshadri's Merrill Lynch Experience 2000 - 2003
Job Technical Program Manager | Agile Practitioner | Retail | Ecommerce | Financial Services | Payment Processing
Industry Information Technology and Services
Experience
Amazon August 2013 - Present
Tata Consultancy Services December 2010 - July 2013
Sapient June 2008 - November 2010
ING 2005 - 2008
BMW 2003 - 2005
Merrill Lynch 2000 - 2003
Synergy Infotech Pvt Ltd 1998 - 2000
Skills
Agile Methodologies, Scrum, SDLC, Software Design, SOA, Agile Project Management, JSP, JavaScript, IT Project Leadership, Financial Services, Cloud Computing, Test Driven Development, Software Engineering, Business Development, Product Development, Web Services, IT Project & Program..., IT Project..., IT Project Lifecycle, Capital Markets, Wealth Management..., Investment Banking, Technology Leadership, Agile Methodolgy, Lean Management, Longview, Messaging Architecture, Component Architecture, Test Automation, Continuous Integration, Waterfall, Online Payment Solutions, E-commerce, Product Lifecycle..., Product Road Mapping, Software Project..., Software Development, Requirements Analysis
Education
University of Maryland University College 2009 — 2010
MBA, General Administration and Finance
University of Maryland University College 2003 — 2005
MS, Software Engineering
Bangalore University 1993 — 1997
BE, Instrumentation and Electronics
Amazon August 2013 - Present
Tata Consultancy Services December 2010 - July 2013
Sapient June 2008 - November 2010
ING 2005 - 2008
BMW 2003 - 2005
Merrill Lynch 2000 - 2003
Synergy Infotech Pvt Ltd 1998 - 2000
Skills
Agile Methodologies, Scrum, SDLC, Software Design, SOA, Agile Project Management, JSP, JavaScript, IT Project Leadership, Financial Services, Cloud Computing, Test Driven Development, Software Engineering, Business Development, Product Development, Web Services, IT Project & Program..., IT Project..., IT Project Lifecycle, Capital Markets, Wealth Management..., Investment Banking, Technology Leadership, Agile Methodolgy, Lean Management, Longview, Messaging Architecture, Component Architecture, Test Automation, Continuous Integration, Waterfall, Online Payment Solutions, E-commerce, Product Lifecycle..., Product Road Mapping, Software Project..., Software Development, Requirements Analysis
Education
University of Maryland University College 2009 — 2010
MBA, General Administration and Finance
University of Maryland University College 2003 — 2005
MS, Software Engineering
Bangalore University 1993 — 1997
BE, Instrumentation and Electronics
Sreenivas Koonadi's Merrill Lynch Experience March 2000 - April 2001
Job Data Warehouse Manager at NYC Dept of Health
Industry Government Administration
Experience
NYC Dept of Health June 2011 - Present
NYC DOT April 2007 - June 2011
NYC DEP April 2001 - April 2007
Merrill Lynch March 2000 - April 2001
Skills
Data Analysis, Data Warehousing, Data Modeling, SDLC, ETL, Business Intelligence, Program Management, Project Management, Microsoft SQL Server, SSIS, Visio, Business Analysis, Databases, SQL, Database Design, SSRS, Database Administration, Oracle, T-SQL, Process Improvement
Education
Bangalore University
Bachelor of Engineering (B.E.), Mechanical Engineering
NYC Dept of Health June 2011 - Present
NYC DOT April 2007 - June 2011
NYC DEP April 2001 - April 2007
Merrill Lynch March 2000 - April 2001
Skills
Data Analysis, Data Warehousing, Data Modeling, SDLC, ETL, Business Intelligence, Program Management, Project Management, Microsoft SQL Server, SSIS, Visio, Business Analysis, Databases, SQL, Database Design, SSRS, Database Administration, Oracle, T-SQL, Process Improvement
Education
Bangalore University
Bachelor of Engineering (B.E.), Mechanical Engineering
Neel Mukerji's Merrill Lynch Experience September 2005 - April 2006
Job SVP Sales and Customer Success
Industry Computer Software
Experience
NuWare Techonolgy Corp April 2006 - Present
Merrill Lynch September 2005 - April 2006
Alliance Bernstein LLP March 2003 - August 2005
NuWare Technology Corp June 1994 - February 2003
Skills
Enterprise Architecture, Vendor Management, Sybase, Business Intelligence, Databases, SDLC, Data Warehousing
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
MBA, Finance
Monmouth University 1992 — 1994
Masters, Computer Science
Bangalore University 1986 — 1990
Electronics and Telecommunication
Doctor Babasaheb Ambedkar Technological University 1986 — 1990
BE, telecommunication
Doctor Bhim Rao Ambedkar University 1985 — 1990
BE, telecommunication
NuWare Techonolgy Corp April 2006 - Present
Merrill Lynch September 2005 - April 2006
Alliance Bernstein LLP March 2003 - August 2005
NuWare Technology Corp June 1994 - February 2003
Skills
Enterprise Architecture, Vendor Management, Sybase, Business Intelligence, Databases, SDLC, Data Warehousing
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
MBA, Finance
Monmouth University 1992 — 1994
Masters, Computer Science
Bangalore University 1986 — 1990
Electronics and Telecommunication
Doctor Babasaheb Ambedkar Technological University 1986 — 1990
BE, telecommunication
Doctor Bhim Rao Ambedkar University 1985 — 1990
BE, telecommunication
Himanshu Paliwal's Merrill Lynch Experience July 1997 - March 2000
Job Manager at Bank of America
Industry Computer Software
Experience
Bank of America August 2009 - Present
NYC Department of Education November 2008 - August 2009
AIG Global Investment Group October 2007 - November 2008
UPS March 2002 - September 2007
Aetna April 2000 - March 2002
Merrill Lynch July 1997 - March 2000
Tata Steel June 1995 - July 1997
Skills
ETL, Data Integration, Data Warehousing, Data Modeling, Informatica, SDLC, Master Data Management, Business Intelligence, Datastage, Data Quality, Business Analysis, SSIS
Education
Banaras Hindu University 1991 — 1995
B Tech, Mechanical
Indian Institute of Technology (Banaras Hindu University), Varanasi 1991 — 1995
B.tech, Mechanical
Bank of America August 2009 - Present
NYC Department of Education November 2008 - August 2009
AIG Global Investment Group October 2007 - November 2008
UPS March 2002 - September 2007
Aetna April 2000 - March 2002
Merrill Lynch July 1997 - March 2000
Tata Steel June 1995 - July 1997
Skills
ETL, Data Integration, Data Warehousing, Data Modeling, Informatica, SDLC, Master Data Management, Business Intelligence, Datastage, Data Quality, Business Analysis, SSIS
Education
Banaras Hindu University 1991 — 1995
B Tech, Mechanical
Indian Institute of Technology (Banaras Hindu University), Varanasi 1991 — 1995
B.tech, Mechanical
Paul Kiron's Merrill Lynch Experience 1998 - 2006
Job Owner, trading
Industry Banking
Experience
trading sales managerSilver State Financial Services, Inc. dba Silver State Mortgage2006 - Present
Merrill Lynch 1998 - 2006
First Franklin/Merrill Lynch 1997 - 2006
Alliance Funding 1992 - 1996
Education
Ball State University
trading sales managerSilver State Financial Services, Inc. dba Silver State Mortgage2006 - Present
Merrill Lynch 1998 - 2006
First Franklin/Merrill Lynch 1997 - 2006
Alliance Funding 1992 - 1996
Education
Ball State University
Sairam Reddy's Merrill Lynch Experience February 2004 - July 2004
Job Sr Software developer at State Farm Insurance
Industry Computer Software
Experience
State Farm Insurance July 2008 - Present
Visage Mobile September 2004 - June 2008
Cendant Mortgage July 2004 - September 2004
Merrill Lynch February 2004 - July 2004
Sakala Technology August 1999 - March 2001
Education
Lamar University 2001 — 2003
MS, Computer Science
Bangalore University 1995 — 1999
BE, Computer Science
State Farm Insurance July 2008 - Present
Visage Mobile September 2004 - June 2008
Cendant Mortgage July 2004 - September 2004
Merrill Lynch February 2004 - July 2004
Sakala Technology August 1999 - March 2001
Education
Lamar University 2001 — 2003
MS, Computer Science
Bangalore University 1995 — 1999
BE, Computer Science
Abhishek Shelley's Merrill Lynch Experience December 2012 - Present
Job Strategist, Business Analyst Business Architecture Group BOA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
PHH Mortgage February 2011 - November 2012
Gmac Mortgage, Fort Washington PA April 2009 - January 2011
CIT April 2007 - February 2009
Fannie Mae November 2006 - March 2007
Freddie Mac July 2005 - October 2006
Foundation Coal Corporation November 2004 - April 2005
Hewitt Associates 2003 - 2004
eFunds 2001 - 2003
Skills
SDLC, Business Analysis, Business Process..., Software Prototyping, Project Management, Requirements Analysis, Requirements Gathering, Business Process..., Change Management, User Acceptance Testing, Software Project..., Agile & Waterfall..., SharePoint, Visio, Team Foundation Server, MS- Integreat, Data Analysis, Financial Services, Six Sigma, Mercury Test Tools, SnagIt, Software Documentation, Transition Management, Team Mentoring, Benefits Administration, Accounts Receivable, Credit Risk
Education
Bangalore University 1996 — 1999
Bachelor's degree, Management
Merrill Lynch December 2012 - Present
PHH Mortgage February 2011 - November 2012
Gmac Mortgage, Fort Washington PA April 2009 - January 2011
CIT April 2007 - February 2009
Fannie Mae November 2006 - March 2007
Freddie Mac July 2005 - October 2006
Foundation Coal Corporation November 2004 - April 2005
Hewitt Associates 2003 - 2004
eFunds 2001 - 2003
Skills
SDLC, Business Analysis, Business Process..., Software Prototyping, Project Management, Requirements Analysis, Requirements Gathering, Business Process..., Change Management, User Acceptance Testing, Software Project..., Agile & Waterfall..., SharePoint, Visio, Team Foundation Server, MS- Integreat, Data Analysis, Financial Services, Six Sigma, Mercury Test Tools, SnagIt, Software Documentation, Transition Management, Team Mentoring, Benefits Administration, Accounts Receivable, Credit Risk
Education
Bangalore University 1996 — 1999
Bachelor's degree, Management
Sandeep Ramnani's Merrill Lynch Experience October 2007 - July 2008
Job Identity & Access Management Federated Identity Management Specialist
Industry Computer Software
Experience
CA July 2008 - Present
Merrill Lynch October 2007 - July 2008
Infosys July 2000 - September 2007
Shriram Pistons & Rings Ltd. December 1996 - June 2000
Skills
ADFS, PKI, Web Servers, Siteminder, Federation, LDAP, Databases, Computer Security, SSO, Identity Management, SAML, Pre-sales, Integration, Information Security, Enterprise Software, Web Services
Education
Barkatullah Vishwavidyalaya 1992 — 1996
Bachelor of Engineering, Mechanical Engineering
Kendriya Vidyalaya 1980 — 1992
High School, Science
CA July 2008 - Present
Merrill Lynch October 2007 - July 2008
Infosys July 2000 - September 2007
Shriram Pistons & Rings Ltd. December 1996 - June 2000
Skills
ADFS, PKI, Web Servers, Siteminder, Federation, LDAP, Databases, Computer Security, SSO, Identity Management, SAML, Pre-sales, Integration, Information Security, Enterprise Software, Web Services
Education
Barkatullah Vishwavidyalaya 1992 — 1996
Bachelor of Engineering, Mechanical Engineering
Kendriya Vidyalaya 1980 — 1992
High School, Science
Guru Nagabhushan's Merrill Lynch Experience 2001 - 2006
Job Sr. DBA at SunGard
Industry Information Technology and Services
Experience
SunGard 2006 - Present
Merrill Lynch 2001 - 2006
Cahners Publishing 1999 - 2000
Cahners Business Information 1999 - 2000
Skills
Business Intelligence, Performance Tuning, Data Warehousing, Data Modeling, ETL, SDLC, SSIS, Microsoft SQL Server, Data Governance, Database Design, High Availability, Disaster Recovery, T-SQL, Requirements Analysis, SQL Tuning, SQL, Databases
Education
Bangalore University 1987 — 1991
B.E., Electronics
Sri Siddartha institute of technology 1987 — 1991
B.E., Electronics
SunGard 2006 - Present
Merrill Lynch 2001 - 2006
Cahners Publishing 1999 - 2000
Cahners Business Information 1999 - 2000
Skills
Business Intelligence, Performance Tuning, Data Warehousing, Data Modeling, ETL, SDLC, SSIS, Microsoft SQL Server, Data Governance, Database Design, High Availability, Disaster Recovery, T-SQL, Requirements Analysis, SQL Tuning, SQL, Databases
Education
Bangalore University 1987 — 1991
B.E., Electronics
Sri Siddartha institute of technology 1987 — 1991
B.E., Electronics
Jill Hauser Robisch's Merrill Lynch Experience 2002 - 2003
Job Assistant Vice President at M&I Bank Business Banking
Industry Banking
Experience
M&I Bank February 2008 - Present
Regions Bank 2002 - 2008
Merrill Lynch 2002 - 2003
Education
Ball State University - College of Business 2007 — 2010
Masters of Business Administration, Finance
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science, Finance
M&I Bank February 2008 - Present
Regions Bank 2002 - 2008
Merrill Lynch 2002 - 2003
Education
Ball State University - College of Business 2007 — 2010
Masters of Business Administration, Finance
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science, Finance
Karen Bureski's Merrill Lynch Experience February 2002 - December 2008
Job Accounting Professional
Industry Accounting
Experience
Navistar Inc Senior AccountantBank of America/Merrill LynchJanuary 2009 - August 2009
Merrill Lynch February 2002 - December 2008
Merrill Lynch November 1997 - January 2002
Skills
Hyperion Enterprise, Financial Reporting, GAAP, Access, Financial Statements, Invoicing, General Ledger, Accounts Receivable, Accounting, Finance, Variance Analysis, Accounts Payable, Account Reconciliation, PeopleSoft
Education
Roosevelt University 2005 — 2009
Masters of Science, Accounting
Barat College of DePaul University
Bachelors, Mathematics
Navistar Inc Senior AccountantBank of America/Merrill LynchJanuary 2009 - August 2009
Merrill Lynch February 2002 - December 2008
Merrill Lynch November 1997 - January 2002
Skills
Hyperion Enterprise, Financial Reporting, GAAP, Access, Financial Statements, Invoicing, General Ledger, Accounts Receivable, Accounting, Finance, Variance Analysis, Accounts Payable, Account Reconciliation, PeopleSoft
Education
Roosevelt University 2005 — 2009
Masters of Science, Accounting
Barat College of DePaul University
Bachelors, Mathematics
Murali Dhanapal's Merrill Lynch Experience November 2008 - July 2009
Job Technical Consultant at Broadridge Financial
Industry Computer & Network Security
Experience
Broadridge Financial Solutions, Inc June 2012 - Present
Bank of America July 2010 - June 2012
Ernst & Young August 2009 - July 2010
Merrill Lynch November 2008 - July 2009
PA Consulting Group October 2001 - August 2008
Skills
IT Strategy, ITIL, Microsoft SQL Server, Enterprise Architecture, IT Management, Solution Architecture, Requirements Analysis, SDLC, Vendor Management, SQL, Microsoft Technologies, Business Intelligence, Active Directory, .NET, Windows Server, Agile Methodologies, Integration
Education
Bangalore University
Broadridge Financial Solutions, Inc June 2012 - Present
Bank of America July 2010 - June 2012
Ernst & Young August 2009 - July 2010
Merrill Lynch November 2008 - July 2009
PA Consulting Group October 2001 - August 2008
Skills
IT Strategy, ITIL, Microsoft SQL Server, Enterprise Architecture, IT Management, Solution Architecture, Requirements Analysis, SDLC, Vendor Management, SQL, Microsoft Technologies, Business Intelligence, Active Directory, .NET, Windows Server, Agile Methodologies, Integration
Education
Bangalore University
Gary Chambers's Merrill Lynch Experience August 2009 - January 2010
Job Senior Consultant, Sirius Solutions
Industry Oil & Energy
Experience
Sirius Solutions August 2012 - Present
Buckeye Partners January 2010 - August 2012
Merrill Lynch August 2009 - January 2010
Chevron December 2005 - August 2009
Rowan Companies, Inc. June 2004 - December 2005
CMS Energy June 2000 - January 2004
PG&E Energy Trading January 1998 - 2000
Metropolitan Transit Authority of Harris County January 1997 - January 1998
Skills
ETRM, Commodity Markets, Integration, Oracle, RightAngle, Trading, SQL, Microsoft SQL Server, Gas, Unix, Enterprise Software, Software Development, Risk Management, Requirements Gathering, Business Process
Education
Ball State University - College of Business 1979 — 1981
MBA
Ball State University - College of Business 1976 — 1981
B.S.
Sirius Solutions August 2012 - Present
Buckeye Partners January 2010 - August 2012
Merrill Lynch August 2009 - January 2010
Chevron December 2005 - August 2009
Rowan Companies, Inc. June 2004 - December 2005
CMS Energy June 2000 - January 2004
PG&E Energy Trading January 1998 - 2000
Metropolitan Transit Authority of Harris County January 1997 - January 1998
Skills
ETRM, Commodity Markets, Integration, Oracle, RightAngle, Trading, SQL, Microsoft SQL Server, Gas, Unix, Enterprise Software, Software Development, Risk Management, Requirements Gathering, Business Process
Education
Ball State University - College of Business 1979 — 1981
MBA
Ball State University - College of Business 1976 — 1981
B.S.
Sujeev Nair's Merrill Lynch Experience November 1997 - May 2007
Job Technology Consultant at NYC HRA MIS
Industry Information Technology and Services
Experience
NYC HRA MIS June 2007 - Present
Merrill Lynch November 1997 - May 2007
Federal Reserve Bank of New York May 1997 - November 1997
Skills
SDLC, Software Project..., Oracle, Requirements Analysis, Data Modeling, Business Analysis, SOA, Data Warehousing, Enterprise Architecture, IT Strategy, Solution Architecture, Agile Methodologies, Business Intelligence, SQL
Education
Barkatullah Vishwavidyalaya 1990 — 1994
Bachelor of Engineering, Computer Science
NYC HRA MIS June 2007 - Present
Merrill Lynch November 1997 - May 2007
Federal Reserve Bank of New York May 1997 - November 1997
Skills
SDLC, Software Project..., Oracle, Requirements Analysis, Data Modeling, Business Analysis, SOA, Data Warehousing, Enterprise Architecture, IT Strategy, Solution Architecture, Agile Methodologies, Business Intelligence, SQL
Education
Barkatullah Vishwavidyalaya 1990 — 1994
Bachelor of Engineering, Computer Science
Pamela Feldstein's Merrill Lynch Experience 2008 - March 2010
Job COO Capital Management at GE Capital
Industry Banking
Experience
GE Capital November 2014 - Present
GE Capital August 2013 - November 2014
Bank of America November 2011 - June 2013
Barclays Capital April 2010 - November 2011
Merrill Lynch 2008 - March 2010
Merrill Lynch 2007 - 2008
Merrill Lynch 2006 - 2007
Merrill Lynch 2003 - 2006
Merrill Lynch 2000 - 2002
JP Morgan 1998 - 2000
Education
Barnard College 1989 — 1993
BA, European Studies
GE Capital November 2014 - Present
GE Capital August 2013 - November 2014
Bank of America November 2011 - June 2013
Barclays Capital April 2010 - November 2011
Merrill Lynch 2008 - March 2010
Merrill Lynch 2007 - 2008
Merrill Lynch 2006 - 2007
Merrill Lynch 2003 - 2006
Merrill Lynch 2000 - 2002
JP Morgan 1998 - 2000
Education
Barnard College 1989 — 1993
BA, European Studies
Thomas C Cook lll's Merrill Lynch Experience October 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Dru Stock January 2013 - July 2013
Bley Investments February 2011 - May 2012
Oppenheimer Asia 2009 - 2011
Pali International January 2008 - September 2008
PARALLAX DIRECT EXECUTION January 1995 - December 2007
Skills
Equities, Trading, Managing Associates, Sales Trading, Creating Business..., Global Equities, Hedge Funds, Equity Trading, Bloomberg, Derivatives, Electronic Trading, Mutual Funds, Securities, Financial Markets, Options, Trading Systems, Series 7, Series 63, Investments, ETFs, Investment Sales, FINRA, Series 24, Fixed Income, Emerging Markets, Proprietary Trading, Alternative Investments, Capital Markets, Investment Banking, Equity Derivatives, FX Options, Equity Research, Bonds, Trading Strategies, Traders, Risk Management, Financial Services, Asset Management
Education
Baldwin-Wallace College 1980 — 1984
BA, Finance, General
Merrill Lynch October 2013 - Present
Dru Stock January 2013 - July 2013
Bley Investments February 2011 - May 2012
Oppenheimer Asia 2009 - 2011
Pali International January 2008 - September 2008
PARALLAX DIRECT EXECUTION January 1995 - December 2007
Skills
Equities, Trading, Managing Associates, Sales Trading, Creating Business..., Global Equities, Hedge Funds, Equity Trading, Bloomberg, Derivatives, Electronic Trading, Mutual Funds, Securities, Financial Markets, Options, Trading Systems, Series 7, Series 63, Investments, ETFs, Investment Sales, FINRA, Series 24, Fixed Income, Emerging Markets, Proprietary Trading, Alternative Investments, Capital Markets, Investment Banking, Equity Derivatives, FX Options, Equity Research, Bonds, Trading Strategies, Traders, Risk Management, Financial Services, Asset Management
Education
Baldwin-Wallace College 1980 — 1984
BA, Finance, General
Jeremy Ballard's Merrill Lynch Experience 2000 - 2000
Job Manager at The Hartford
Industry Insurance
Experience
The Hartford September 2013 - Present
The Hartford September 2005 - September 2013
Huntington Asset Services July 2001 - September 2005
Charles Schwab January 2001 - July 2001
Merrill Lynch 2000 - 2000
College baseball 1996 - 2000
Skills
Securities, Mutual Funds, Insurance, Risk Management, Customer Service, Employee Benefits, Property & Casualty..., Financial Analysis, Underwriting, Management, Process Improvement, Leadership, Investments, Sales
Education
Ball State University - College of Business 2008 — 2011
MBA, Finance
Purdue University - Krannert School of Management 1997 — 2000
BS, Business Management
The Hartford September 2013 - Present
The Hartford September 2005 - September 2013
Huntington Asset Services July 2001 - September 2005
Charles Schwab January 2001 - July 2001
Merrill Lynch 2000 - 2000
College baseball 1996 - 2000
Skills
Securities, Mutual Funds, Insurance, Risk Management, Customer Service, Employee Benefits, Property & Casualty..., Financial Analysis, Underwriting, Management, Process Improvement, Leadership, Investments, Sales
Education
Ball State University - College of Business 2008 — 2011
MBA, Finance
Purdue University - Krannert School of Management 1997 — 2000
BS, Business Management
Lawrence Hufty's Merrill Lynch Experience 1982 - 1997
Job President at Larlin Enterprise, Inc
Industry Financial Services
Experience
The Pagel Group May 2015 - Present
Larlin Enterprise, Inc 2011 - Present
DynaFlow Acceptance, LLC 2010 - 2015
Regions Financial Corporation 2006 - December 2009
Morgan Keegan 2006 - 2009
Smith Barney 2005 - 2006
Legg Mason 1997 - 2005
Merrill Lynch 1982 - 1997
US Navy 1975 - 1982
Skills
Financial Analysis, Program Management, Leadership, Sales Operations, Management, Financial Services, Financial Advisory, Finance, Strategy, Talent Acquisition, Investments, Portfolio Management, Human Resources, Strategic Planning, Wealth Management, Budgets, Marketing, Mergers & Acquisitions, Asset Management, Risk Management, Coaching, Series 7, Team Building
Education
Baldwin Wallace University
Master of Business Administration (M.B.A.), Executive Program with emphasis in Management
Jacksonville University
Bachelor's Degree, Political Science and Naval History
The Pagel Group May 2015 - Present
Larlin Enterprise, Inc 2011 - Present
DynaFlow Acceptance, LLC 2010 - 2015
Regions Financial Corporation 2006 - December 2009
Morgan Keegan 2006 - 2009
Smith Barney 2005 - 2006
Legg Mason 1997 - 2005
Merrill Lynch 1982 - 1997
US Navy 1975 - 1982
Skills
Financial Analysis, Program Management, Leadership, Sales Operations, Management, Financial Services, Financial Advisory, Finance, Strategy, Talent Acquisition, Investments, Portfolio Management, Human Resources, Strategic Planning, Wealth Management, Budgets, Marketing, Mergers & Acquisitions, Asset Management, Risk Management, Coaching, Series 7, Team Building
Education
Baldwin Wallace University
Master of Business Administration (M.B.A.), Executive Program with emphasis in Management
Jacksonville University
Bachelor's Degree, Political Science and Naval History
Meghana Mahesh's Merrill Lynch Experience December 2011 - March 2012
Job Assortment Planning at Sears Holdings Corporation
Industry Financial Services
Experience
Sears Holdings Corporation January 2013 - Present
Northern Trust November 2012 - January 2013
Merrill Lynch December 2011 - March 2012
Reuters June 2007 - August 2009
Skills
Equities, Financial Analysis, Financial Modeling, Market Data, Business Analysis, Fixed Income, Derivatives, Investment Banking
Education
Bangalore University 2004 — 2007
Sri Kumarans Childrens' Home 1989 — 2004
Sears Holdings Corporation January 2013 - Present
Northern Trust November 2012 - January 2013
Merrill Lynch December 2011 - March 2012
Reuters June 2007 - August 2009
Skills
Equities, Financial Analysis, Financial Modeling, Market Data, Business Analysis, Fixed Income, Derivatives, Investment Banking
Education
Bangalore University 2004 — 2007
Sri Kumarans Childrens' Home 1989 — 2004
Marcie Aukerman's Merrill Lynch Experience May 2015 - Present
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2015 - Present
BMO Financial Bank October 2001 - May 2015
Wells Fargo 1993 - 2001
Skills
Banking, Commercial Banking, Loans, Credit, Small Business Lending, Mortgage Lending, Retail Banking, Credit Analysis, Consumer Lending, Commercial Lending, Credit Risk, Relationship Management, Mortgage Banking, Treasury Management, Portfolio Management
Education
Ball State University - College of Business 1989 — 1993
Bachelor's degree, Finance
Perry Meridian High School
Merrill Lynch May 2015 - Present
BMO Financial Bank October 2001 - May 2015
Wells Fargo 1993 - 2001
Skills
Banking, Commercial Banking, Loans, Credit, Small Business Lending, Mortgage Lending, Retail Banking, Credit Analysis, Consumer Lending, Commercial Lending, Credit Risk, Relationship Management, Mortgage Banking, Treasury Management, Portfolio Management
Education
Ball State University - College of Business 1989 — 1993
Bachelor's degree, Finance
Perry Meridian High School
Randal Fields's Merrill Lynch Experience 1995 - 1998
Job Independent at Investment Recruiter
Industry Staffing and Recruiting
Experience
Investment Recruiter August 2006 - Present
Northwestern Mutual Life March 1998 - August 2006
Merrill Lynch 1995 - 1998
Education
Bard College 1995 — 2000
Insurance
Investment Recruiter August 2006 - Present
Northwestern Mutual Life March 1998 - August 2006
Merrill Lynch 1995 - 1998
Education
Bard College 1995 — 2000
Insurance
Sherley Joseph-Roper, JD, MSW's Merrill Lynch Experience March 2000 - December 2001
Job Sr. Complex Analyst at AIG Claims, Inc.
Industry Insurance
Experience
AIG May 2005 - Present
Bronx County District Attorney's Office September 2003 - May 2005
NYS Office of the Attorney General August 2002 - August 2003
NASD, Inc. (n/k/a FINRA) March 2002 - August 2002
Merrill Lynch March 2000 - December 2001
Kings County District Attorneys Office December 1996 - June 1999
University of Maryland Medical Center December 1995 - December 1996
Families First September 1994 - December 1995
HeartShare Human Services of New York October 1991 - June 1993
Skills
Legal Research, Litigation, Legal Writing, Insurance, Securities, Negotiation, Account Management, Corporate Law, Criminal Law, Casualty, Legal Liability, Professional Liability, Brokers, Mediation, Property & Casualty..., Trials, Reinsurance, Risk Management, PowerPoint, Claim, Arbitration, Analysis, Insurance Law, Workers Compensation, Settlement, Underwriting, Public Speaking, Microsoft Word, Claims Management, Commercial Insurance, General Insurance, Courts, Investigation, Commercial Litigation, Microsoft Office, Liability, Civil Litigation, Personal Injury, Fraud, Outlook, Employment Law, Contract Negotiation, Product Liability, Intellectual Property, Litigation Management, Securities Regulation, Environmental Law, Medical Malpractice, Policy, Financial Risk
Education
St. Johns University School of Law 1999 — 2003
J.D., Law
Clark Atlanta University 1993 — 1995
M.S.W., Clinical Social Work
Barnard College 1987 — 1991
B.A., Sociology
Clara Barton High School
AIG May 2005 - Present
Bronx County District Attorney's Office September 2003 - May 2005
NYS Office of the Attorney General August 2002 - August 2003
NASD, Inc. (n/k/a FINRA) March 2002 - August 2002
Merrill Lynch March 2000 - December 2001
Kings County District Attorneys Office December 1996 - June 1999
University of Maryland Medical Center December 1995 - December 1996
Families First September 1994 - December 1995
HeartShare Human Services of New York October 1991 - June 1993
Skills
Legal Research, Litigation, Legal Writing, Insurance, Securities, Negotiation, Account Management, Corporate Law, Criminal Law, Casualty, Legal Liability, Professional Liability, Brokers, Mediation, Property & Casualty..., Trials, Reinsurance, Risk Management, PowerPoint, Claim, Arbitration, Analysis, Insurance Law, Workers Compensation, Settlement, Underwriting, Public Speaking, Microsoft Word, Claims Management, Commercial Insurance, General Insurance, Courts, Investigation, Commercial Litigation, Microsoft Office, Liability, Civil Litigation, Personal Injury, Fraud, Outlook, Employment Law, Contract Negotiation, Product Liability, Intellectual Property, Litigation Management, Securities Regulation, Environmental Law, Medical Malpractice, Policy, Financial Risk
Education
St. Johns University School of Law 1999 — 2003
J.D., Law
Clark Atlanta University 1993 — 1995
M.S.W., Clinical Social Work
Barnard College 1987 — 1991
B.A., Sociology
Clara Barton High School
Kim Wachtel's Merrill Lynch Experience June 2010 - October 2014
Job GWIM Digital Operations Business Support Manager, Global Technology & Operations at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America October 2014 - Present
Merrill Lynch June 2010 - October 2014
Aon November 1993 - April 2002
Morgan Stanley August 1990 - September 1992
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, Asset Allocation, Series 7, Securities, Equities, Asset Management, 401k, Financial Services
Education
Baldwin Wallace University
BS Business Administration, Major: Accounting & Marketing/Minor: Economics
The Ohio State University
Bank of America October 2014 - Present
Merrill Lynch June 2010 - October 2014
Aon November 1993 - April 2002
Morgan Stanley August 1990 - September 1992
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, Asset Allocation, Series 7, Securities, Equities, Asset Management, 401k, Financial Services
Education
Baldwin Wallace University
BS Business Administration, Major: Accounting & Marketing/Minor: Economics
The Ohio State University
Mike Arriola, MBA's Merrill Lynch Experience December 2005 - October 2008
Job Assistant General Manager & Industrial Product Manager, Berchtold Equipment Company
Industry Machinery
Experience
Berchtold Equipment Company January 2014 - Present
Berchtold Equipment Company March 2010 - December 2013
UBS October 2008 - March 2010
Merrill Lynch December 2005 - October 2008
DC Inspections June 2005 - December 2005
Krazan & Associates, Inc. June 2001 - June 2005
Skills
Strategic Planning, Customer Service, Management, Public Speaking, Leadership, Team Building, Training, Marketing, Team Leadership, Budgets, Microsoft Office, Microsoft Excel, Analysis, Marketing Strategy, Data Analysis, Financial Analysis, Operations Management, Negotiation, PowerPoint, Event Planning, Time Management, Project Management, Sales Management, Sales, Finance, Inventory Management, Human Resources
Education
California State University-Bakersfield 2009 — 2011
MBA, Business - Finance
California State University-Bakersfield 2004 — 2006
BS, Finance / Business Administration
Bakersfield College 2001 — 2004
AA, Business Administration
Berchtold Equipment Company January 2014 - Present
Berchtold Equipment Company March 2010 - December 2013
UBS October 2008 - March 2010
Merrill Lynch December 2005 - October 2008
DC Inspections June 2005 - December 2005
Krazan & Associates, Inc. June 2001 - June 2005
Skills
Strategic Planning, Customer Service, Management, Public Speaking, Leadership, Team Building, Training, Marketing, Team Leadership, Budgets, Microsoft Office, Microsoft Excel, Analysis, Marketing Strategy, Data Analysis, Financial Analysis, Operations Management, Negotiation, PowerPoint, Event Planning, Time Management, Project Management, Sales Management, Sales, Finance, Inventory Management, Human Resources
Education
California State University-Bakersfield 2009 — 2011
MBA, Business - Finance
California State University-Bakersfield 2004 — 2006
BS, Finance / Business Administration
Bakersfield College 2001 — 2004
AA, Business Administration
Johnson Mathew's Merrill Lynch Experience March 2014 - Present
Job Wealth Management Supervision Technology and Strategy at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch June 2010 - Present
Merrill Lynch / Bank of America February 2004 - March 2011
Merrill Lynch February 1997 - February 2004
Peacock Software, India February 1991 - October 1996
Skills
Business Intelligence, Analysis, Wealth Management, Management, Fixed Income, Equities, Trading Systems, Securities, Financial Services, Derivatives, Investment Banking, Risk Management, Business Analysis
Education
Bangalore University 1984 — 1989
BS, Computer Science & Engineering
Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch June 2010 - Present
Merrill Lynch / Bank of America February 2004 - March 2011
Merrill Lynch February 1997 - February 2004
Peacock Software, India February 1991 - October 1996
Skills
Business Intelligence, Analysis, Wealth Management, Management, Fixed Income, Equities, Trading Systems, Securities, Financial Services, Derivatives, Investment Banking, Risk Management, Business Analysis
Education
Bangalore University 1984 — 1989
BS, Computer Science & Engineering
Angela Giles's Merrill Lynch Experience May 2001 - August 2001
Job Capital Markets Group Strategic Investor Programs at GE Capital
Industry Financial Services
Experience
GE Capital September 2014 - Present
Associated Bank 2012 - 2014
Bank of America 2010 - 2012
CapitalSource 2006 - 2008
GE Capital 2002 - 2006
Merrill Lynch May 2001 - August 2001
Skills
•Underwrite investment..., Debt, Middle Market, Recapitalizations, Financial Modeling, Investments, LBO, Leveraged Finance, Investment Banking, Capital Structure, Capital Markets, Financial Analysis, Credit Analysis, Structured Finance, Financial Structuring, Syndications, Mezzanine, Deal Execution, Valuation, Private Placements, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
ESADE Business & Law School
M.B.A. Study Abroad (Exchange Program)
Barat College of DePaul University
Bachelor's Degree, Accounting
GE Capital September 2014 - Present
Associated Bank 2012 - 2014
Bank of America 2010 - 2012
CapitalSource 2006 - 2008
GE Capital 2002 - 2006
Merrill Lynch May 2001 - August 2001
Skills
•Underwrite investment..., Debt, Middle Market, Recapitalizations, Financial Modeling, Investments, LBO, Leveraged Finance, Investment Banking, Capital Structure, Capital Markets, Financial Analysis, Credit Analysis, Structured Finance, Financial Structuring, Syndications, Mezzanine, Deal Execution, Valuation, Private Placements, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
ESADE Business & Law School
M.B.A. Study Abroad (Exchange Program)
Barat College of DePaul University
Bachelor's Degree, Accounting
Shekhar Gupta, CFA's Merrill Lynch Experience September 2006 - September 2008
Job Senior Business Analyst at PIMCO
Industry Information Technology and Services
Experience
PIMCO May 2013 - Present
Western Asset Management October 2012 - April 2013
Ares Management January 2009 - September 2012
Merrill Lynch September 2006 - September 2008
ABN AMRO Bank N.V. October 2004 - September 2006
Skills
Electronic Trading, Project Management, Visual Basic, Eagle PACE, Financial Analysis, SSRS, Business Analysis, Chartered Financial..., Enterprise Risk..., Performance Attribution, Performance Reporting, Fund Accounting, Fund Administration, Advent Geneva, Fixed Income, Portfolio Management, Derivatives, Axys, Bloomberg, Equities, Hedge Funds, Asset Management, SDLC, Requirements Analysis, Management
Education
Banaras Hindu University 2000 — 2004
B.Tech, Chemical Engg.
PIMCO May 2013 - Present
Western Asset Management October 2012 - April 2013
Ares Management January 2009 - September 2012
Merrill Lynch September 2006 - September 2008
ABN AMRO Bank N.V. October 2004 - September 2006
Skills
Electronic Trading, Project Management, Visual Basic, Eagle PACE, Financial Analysis, SSRS, Business Analysis, Chartered Financial..., Enterprise Risk..., Performance Attribution, Performance Reporting, Fund Accounting, Fund Administration, Advent Geneva, Fixed Income, Portfolio Management, Derivatives, Axys, Bloomberg, Equities, Hedge Funds, Asset Management, SDLC, Requirements Analysis, Management
Education
Banaras Hindu University 2000 — 2004
B.Tech, Chemical Engg.
Prathibha Daine's Merrill Lynch Experience January 2014 - June 2014
Job Sr. User Experience Architect/Designer at Cablevision
Industry Information Technology and Services
Experience
Cablevision February 2015 - Present
Resourcesoft Inc. January 2006 - Present
JPMorgan Chase August 2014 - January 2015
Merrill Lynch January 2014 - June 2014
Capital BlueCross July 2013 - November 2013
Omgeo September 2012 - June 2013
JPMorgan Chase April 2012 - August 2012
JPMorgan Chase March 2011 - March 2012
Capital One December 2010 - February 2011
Reader's Digest December 2009 - November 2010
Skills
Information Architecture, Heuristic Evaluation, Usability Engineering, Mobile Applications, Usability Testing, Interaction Design, User Experience, User-centered Design, User Interface, E-commerce, User Experience Design, User Interface Design, Wireframes, Dreamweaver, Usability, User Research, Contextual Inquiry, Flash, Agile Methodologies, Requirements Gathering, Accessibility, Web Development, Card Sorting, Wire Framing, Information Design, Axure, User Scenarios
Education
Bangalore University 1993 — 1996
Bsc, Life Science
Cablevision February 2015 - Present
Resourcesoft Inc. January 2006 - Present
JPMorgan Chase August 2014 - January 2015
Merrill Lynch January 2014 - June 2014
Capital BlueCross July 2013 - November 2013
Omgeo September 2012 - June 2013
JPMorgan Chase April 2012 - August 2012
JPMorgan Chase March 2011 - March 2012
Capital One December 2010 - February 2011
Reader's Digest December 2009 - November 2010
Skills
Information Architecture, Heuristic Evaluation, Usability Engineering, Mobile Applications, Usability Testing, Interaction Design, User Experience, User-centered Design, User Interface, E-commerce, User Experience Design, User Interface Design, Wireframes, Dreamweaver, Usability, User Research, Contextual Inquiry, Flash, Agile Methodologies, Requirements Gathering, Accessibility, Web Development, Card Sorting, Wire Framing, Information Design, Axure, User Scenarios
Education
Bangalore University 1993 — 1996
Bsc, Life Science
Andrew Fairman, CFA's Merrill Lynch Experience July 2004 - February 2013
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS March 2013 - Present
Merrill Lynch July 2004 - February 2013
Education
Ball State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
UBS March 2013 - Present
Merrill Lynch July 2004 - February 2013
Education
Ball State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Don Lambert's Merrill Lynch Experience June 2010 - July 2012
Job Compliance Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
JP Morgan Securities, LLC September 2012 - November 2013
Merrill Lynch June 2010 - July 2012
Merrill Lynch / Bank of America August 2009 - June 2010
Merrill Lynch November 2005 - April 2009
Merrill Lynch June 2004 - November 2005
Education
Indiana University-Northwest 1989 — 1994
B.S., Business Administration
Ball State University 1985 — 1987
Business
JPMorgan Chase November 2013 - Present
JP Morgan Securities, LLC September 2012 - November 2013
Merrill Lynch June 2010 - July 2012
Merrill Lynch / Bank of America August 2009 - June 2010
Merrill Lynch November 2005 - April 2009
Merrill Lynch June 2004 - November 2005
Education
Indiana University-Northwest 1989 — 1994
B.S., Business Administration
Ball State University 1985 — 1987
Business
Gary Dill's Merrill Lynch Experience June 2005 - May 2008
Job Officer, Cash Management Inside Sales Specialist at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase May 2010 - August 2013
New Horizons CLC Columbus, Ohio January 2010 - May 2010
Evergreen Investments May 2008 - June 2009
Merrill Lynch June 2005 - May 2008
Career Coaches October 2003 - April 2005
New Horizons CLC December 1997 - October 2003
Skills
Mutual Funds, Fixed Income, Finance, Banking
Education
Baldwin Wallace University
B.A., Finance
JP Morgan Chase May 2010 - August 2013
New Horizons CLC Columbus, Ohio January 2010 - May 2010
Evergreen Investments May 2008 - June 2009
Merrill Lynch June 2005 - May 2008
Career Coaches October 2003 - April 2005
New Horizons CLC December 1997 - October 2003
Skills
Mutual Funds, Fixed Income, Finance, Banking
Education
Baldwin Wallace University
B.A., Finance
Anamika Gupta's Merrill Lynch Experience March 2004 - October 2004
Job IT Program Management Business Analyst II at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
Nationstar Mortgage August 2013 - March 2014
Bank of America November 2012 - July 2013
Homeward Residential September 2009 - November 2012
JPMorgan Chase February 2008 - September 2009
JPMorgan Chase October 2005 - February 2008
Merrill Lynch March 2004 - October 2004
Primavera Systems September 2003 - March 2004
Siemens Healthcare August 2001 - August 2002
Skills
Project Management, Business Analysis, Requirements Analysis, SDLC, Software Project..., Mortgage Banking, Finance, PMO, Software Development, Management, Testing, Business Requirements, Banking, Vendor Management, Business Intelligence, Requirements Gathering, Visio, Process Improvement, Business Process
Education
CDAC-centre for Diploma in Advance computing 2000 — 2000
Diploma, Computer Science
Bangalore University 1995 — 1999
Engineering, Civil Engineering
Oak Grove school
University of Nebraska-Lincoln
MBA, MIS
J.P. Morgan March 2014 - Present
Nationstar Mortgage August 2013 - March 2014
Bank of America November 2012 - July 2013
Homeward Residential September 2009 - November 2012
JPMorgan Chase February 2008 - September 2009
JPMorgan Chase October 2005 - February 2008
Merrill Lynch March 2004 - October 2004
Primavera Systems September 2003 - March 2004
Siemens Healthcare August 2001 - August 2002
Skills
Project Management, Business Analysis, Requirements Analysis, SDLC, Software Project..., Mortgage Banking, Finance, PMO, Software Development, Management, Testing, Business Requirements, Banking, Vendor Management, Business Intelligence, Requirements Gathering, Visio, Process Improvement, Business Process
Education
CDAC-centre for Diploma in Advance computing 2000 — 2000
Diploma, Computer Science
Bangalore University 1995 — 1999
Engineering, Civil Engineering
Oak Grove school
University of Nebraska-Lincoln
MBA, MIS
Deborah Quilhot's Merrill Lynch Experience January 1981 - January 1982
Job Owner at The Quilhot Group, LLC
Industry Construction
Experience
Custom Florals September 2011 - Present
The Quilhot Group, LLC March 2005 - Present
Quilhot Properties, LLC January 2005 - Present
Southwest Allen County Schools August 2009 - September 2011
Mutual Security Life January 1984 - January 1987
Lincoln National Bank January 1982 - January 1984
Merrill Lynch January 1981 - January 1982
Merrill Lynch April 1979 - January 1981
Skills
Sales, Customer Service, Strategic Planning, Microsoft Office, Teaching, Team Building, Leadership, Nonprofits, Event Planning
Education
Ball State University - College of Business 1975 — 1979
B.S., Business, Political Science
DeKalb High School 1972 — 1975
Custom Florals September 2011 - Present
The Quilhot Group, LLC March 2005 - Present
Quilhot Properties, LLC January 2005 - Present
Southwest Allen County Schools August 2009 - September 2011
Mutual Security Life January 1984 - January 1987
Lincoln National Bank January 1982 - January 1984
Merrill Lynch January 1981 - January 1982
Merrill Lynch April 1979 - January 1981
Skills
Sales, Customer Service, Strategic Planning, Microsoft Office, Teaching, Team Building, Leadership, Nonprofits, Event Planning
Education
Ball State University - College of Business 1975 — 1979
B.S., Business, Political Science
DeKalb High School 1972 — 1975
Marc Turnage's Merrill Lynch Experience 2006 - 2009
Job Center for Holy Lands Studies
Industry Religious Institutions
Experience
Center for Holy Lands Studies November 2009 - Present
SignalPoint Asset Management 2009 - Present
Merrill Lynch 2006 - 2009
Skills
Strategic Financial..., Wealth Management..., Estate Planning, Wealth, Investment Strategies, Public Speaking, University Teaching, Guided Tours, Writing, Technical Writing, Management, Strategic Planning, Leadership Development, Teaching, Leadership, Team Building
Education
Jerusalem University College 1996 — 2000
M.A., Ancient Judaism and the Origins of Christianity
Evangel University 1992 — 1996
B.A., Bible/Biblical Studies
Bar-Ilan University
Doctor of Philosophy (PhD), Land of Israel Studies
Durham University
PhD (candidate), Theology/Theological Studies
Center for Holy Lands Studies November 2009 - Present
SignalPoint Asset Management 2009 - Present
Merrill Lynch 2006 - 2009
Skills
Strategic Financial..., Wealth Management..., Estate Planning, Wealth, Investment Strategies, Public Speaking, University Teaching, Guided Tours, Writing, Technical Writing, Management, Strategic Planning, Leadership Development, Teaching, Leadership, Team Building
Education
Jerusalem University College 1996 — 2000
M.A., Ancient Judaism and the Origins of Christianity
Evangel University 1992 — 1996
B.A., Bible/Biblical Studies
Bar-Ilan University
Doctor of Philosophy (PhD), Land of Israel Studies
Durham University
PhD (candidate), Theology/Theological Studies
Gopal Babu's Merrill Lynch Experience September 2009 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Munich Reinsurance America, Inc. March 1998 - September 2009
Merrill Lynch February 1990 - March 1998
DML Software Inc February 1989 - February 1990
Mabon Nugent & CO April 1987 - February 1989
Merrill Lynch & Co July 1985 - April 1987
PCS October 1982 - June 1985
TCS July 1980 - October 1982
Skills
COBOL, DB2, CICS, Oracle, VSAM, PL/SQL, Mainframe, Testing, Visual Basic, Leadership, C++, IMS DB/DC
Education
Indian Institute of Technology, Madras 1978 — 1980
M.Tech, Industrial Management
Bangalore University 1973 — 1978
B.E, Mechanical Engineering
National High School
Merrill Lynch September 2009 - Present
Munich Reinsurance America, Inc. March 1998 - September 2009
Merrill Lynch February 1990 - March 1998
DML Software Inc February 1989 - February 1990
Mabon Nugent & CO April 1987 - February 1989
Merrill Lynch & Co July 1985 - April 1987
PCS October 1982 - June 1985
TCS July 1980 - October 1982
Skills
COBOL, DB2, CICS, Oracle, VSAM, PL/SQL, Mainframe, Testing, Visual Basic, Leadership, C++, IMS DB/DC
Education
Indian Institute of Technology, Madras 1978 — 1980
M.Tech, Industrial Management
Bangalore University 1973 — 1978
B.E, Mechanical Engineering
National High School
Rameswar Katam's Merrill Lynch Experience December 2006 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
Merrill Lynch December 2006 - Present
Weight Watchers June 2003 - December 2006
NetgLearning.com November 2002 - June 2003
Education
Bangalore University
BS, Computer Science
Merrill Lynch December 2006 - Present
Weight Watchers June 2003 - December 2006
NetgLearning.com November 2002 - June 2003
Education
Bangalore University
BS, Computer Science
Jennifer Ruble's Merrill Lynch Experience May 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch December 2013 - May 2014
Merrill Lynch October 2012 - December 2013
Jennifer Ruble 2002 - November 2012
Merrill Lynch July 2011 - October 2012
Merrill Lynch August 2010 - July 2011
The Scotts Miracle-Gro Company August 2009 - August 2010
Private Banking and Investment Group at Merrill Lynch October 2005 - December 2007
Skills
Customer Service, Strategic Planning, Management, Marketing, Team Building, Marketing Strategy, Lead Generation, Training, Coaching, Contract Negotiation, Sales, Financial Analysis
Education
Ball State University 1990 — 1994
BS, English, Business, Humanities
Merrill Lynch May 2014 - Present
Merrill Lynch December 2013 - May 2014
Merrill Lynch October 2012 - December 2013
Jennifer Ruble 2002 - November 2012
Merrill Lynch July 2011 - October 2012
Merrill Lynch August 2010 - July 2011
The Scotts Miracle-Gro Company August 2009 - August 2010
Private Banking and Investment Group at Merrill Lynch October 2005 - December 2007
Skills
Customer Service, Strategic Planning, Management, Marketing, Team Building, Marketing Strategy, Lead Generation, Training, Coaching, Contract Negotiation, Sales, Financial Analysis
Education
Ball State University 1990 — 1994
BS, English, Business, Humanities
Aaron Fingerhut's Merrill Lynch Experience June 2013 - June 2014
Job Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Merrill Lynch June 2013 - June 2014
Temple University August 2010 - May 2013
Jacksonville Sheriff's Office April 2009 - October 2010
Javitch, Block & Rathbone April 2008 - March 2009
Baldwin-Wallace College 2003 - 2005
Skills
Leadership, Public Speaking, Microsoft Office, Research, Analysis, Microsoft Excel, Social Media, Security
Education
Temple University 2010 — 2013
Criminal Justice
Southern Illinois University, Carbondale 2006 — 2008
MA, Administration of Justice
Baldwin Wallace University 2001 — 2005
BS, Psychology, Criminal Justice
Fidelity Investments July 2014 - Present
Merrill Lynch June 2013 - June 2014
Temple University August 2010 - May 2013
Jacksonville Sheriff's Office April 2009 - October 2010
Javitch, Block & Rathbone April 2008 - March 2009
Baldwin-Wallace College 2003 - 2005
Skills
Leadership, Public Speaking, Microsoft Office, Research, Analysis, Microsoft Excel, Social Media, Security
Education
Temple University 2010 — 2013
Criminal Justice
Southern Illinois University, Carbondale 2006 — 2008
MA, Administration of Justice
Baldwin Wallace University 2001 — 2005
BS, Psychology, Criminal Justice
Anthony Petro's Merrill Lynch Experience 1988 - Present
Job Vice President Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1988 - Present
Education
Ball State University - College of Business
Merrill Lynch 1988 - Present
Education
Ball State University - College of Business
Kathleen McGrath, CFP® ADPA(SM)'s Merrill Lynch Experience May 1995 - February 1997
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2007 - Present
McDonald Investments February 1997 - January 2007
Merrill Lynch May 1995 - February 1997
Federal Reserve Bank of Cleveland 1993 - 1995
Key Bank 1984 - 1993
Skills
Retirement Planning, Investments, Financial Advisory, Asset Allocation, Financial Services, Alternative Investments, Wealth, Series 7, Series 65, Strategic Investment...
Education
Baldwin Wallace University
Bachelor of Science, Business Administration
Westlake High School
Wells Fargo Advisors, LLC January 2007 - Present
McDonald Investments February 1997 - January 2007
Merrill Lynch May 1995 - February 1997
Federal Reserve Bank of Cleveland 1993 - 1995
Key Bank 1984 - 1993
Skills
Retirement Planning, Investments, Financial Advisory, Asset Allocation, Financial Services, Alternative Investments, Wealth, Series 7, Series 65, Strategic Investment...
Education
Baldwin Wallace University
Bachelor of Science, Business Administration
Westlake High School
E. S. (Pandu) Panduranga's Merrill Lynch Experience September 1996 - February 1998
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America 2010 - Present
Wachovia February 1998 - September 2008
Merrill Lynch September 1996 - February 1998
Union Bank of Switzerland January 1992 - September 1996
Skills
Fixed Income, Market Risk, Credit Derivatives, Trading, FX Options, Quantitative Finance, Hedge Funds, Interest Rate..., Derivatives, Equities, Pricing, Risk Management, Quantitative Analytics
Education
Bangalore University 1972 — 1979
B.S, Electrical Engineering
Princeton University
Ph. D, Computer Science
University of California, Berkeley
Berkeley M.S, Operations Research
Bank of America 2010 - Present
Wachovia February 1998 - September 2008
Merrill Lynch September 1996 - February 1998
Union Bank of Switzerland January 1992 - September 1996
Skills
Fixed Income, Market Risk, Credit Derivatives, Trading, FX Options, Quantitative Finance, Hedge Funds, Interest Rate..., Derivatives, Equities, Pricing, Risk Management, Quantitative Analytics
Education
Bangalore University 1972 — 1979
B.S, Electrical Engineering
Princeton University
Ph. D, Computer Science
University of California, Berkeley
Berkeley M.S, Operations Research
Murralithar Harikrishnan's Merrill Lynch Experience March 2005 - January 2007
Job Web Ops Engineer
Industry Financial Services
Experience
Federal Reserve Bank of New York through Compuvis Inc., June 2015 - Present
McGraw Hill Financial July 2014 - Present
Merrill Lynch / Bank of America February 2008 - June 2014
PNC Bank February 2007 - January 2008
Merrill Lynch March 2005 - January 2007
GE Corporate October 2001 - February 2005
GE Card Services October 2001 - February 2005
GE Card Services October 2001 - February 2005
GE Card Services October 2001 - February 2005
Satyam Computer Services Ltd., August 2001 - September 2001
Skills
IIS, Disaster Recovery, Active Directory, Windows Server, VMware, Citrix, Virtualization, Servers, Microsoft SQL Server, DNS, ITIL, Data Center, Operating Systems, .NET
Education
Bangalore University 1990 — 1995
Bachelor's degree, Electronics
Federal Reserve Bank of New York through Compuvis Inc., June 2015 - Present
McGraw Hill Financial July 2014 - Present
Merrill Lynch / Bank of America February 2008 - June 2014
PNC Bank February 2007 - January 2008
Merrill Lynch March 2005 - January 2007
GE Corporate October 2001 - February 2005
GE Card Services October 2001 - February 2005
GE Card Services October 2001 - February 2005
GE Card Services October 2001 - February 2005
Satyam Computer Services Ltd., August 2001 - September 2001
Skills
IIS, Disaster Recovery, Active Directory, Windows Server, VMware, Citrix, Virtualization, Servers, Microsoft SQL Server, DNS, ITIL, Data Center, Operating Systems, .NET
Education
Bangalore University 1990 — 1995
Bachelor's degree, Electronics
Douglas P. Milne's Merrill Lynch Experience September 1999 - August 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Asta Funding Inc. August 2006 - July 2007
Merrill Lynch September 1999 - August 2004
Education
Bard College 1977 — 1981
B.A., Literature/Creative Writing/Fine Arts
Darrow School
Asta Funding Inc. August 2006 - July 2007
Merrill Lynch September 1999 - August 2004
Education
Bard College 1977 — 1981
B.A., Literature/Creative Writing/Fine Arts
Darrow School
Kathy Bowes's Merrill Lynch Experience April 2008 - December 2011
Job Sales & Marketing Professional
Industry Financial Services
Experience
AutoPoint, a Solera company February 2013 - July 2014
Affinity Marketing Consultants, Inc. January 2008 - December 2012
Merrill Lynch April 2008 - December 2011
Start Fresh Today February 2011 - August 2011
Kathryn Jordan & Associates January 2002 - April 2008
ACCO Brands 1993 - 2001
ATAPCO Office Products Group 1981 - 1993
Skills
Marketing Strategy, Market Planning, Strategic Planning, Advertising, New Business Development, Online Advertising, Marketing, Marketing Communications, Product Development, Trade Shows, Sales, Forecasting, Sales Operations, B2B, Customer Retention, Account Management, CRM
Education
Ball State University - College of Business
Bachelor of Science, Marketing
AutoPoint, a Solera company February 2013 - July 2014
Affinity Marketing Consultants, Inc. January 2008 - December 2012
Merrill Lynch April 2008 - December 2011
Start Fresh Today February 2011 - August 2011
Kathryn Jordan & Associates January 2002 - April 2008
ACCO Brands 1993 - 2001
ATAPCO Office Products Group 1981 - 1993
Skills
Marketing Strategy, Market Planning, Strategic Planning, Advertising, New Business Development, Online Advertising, Marketing, Marketing Communications, Product Development, Trade Shows, Sales, Forecasting, Sales Operations, B2B, Customer Retention, Account Management, CRM
Education
Ball State University - College of Business
Bachelor of Science, Marketing
Rita Borchers's Merrill Lynch Experience July 1994 - May 2000
Job Assistant Vice President, Market Administration Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2006 - Present
AXA Advisors May 2000 - March 2006
Merrill Lynch July 1994 - May 2000
Skills
Mutual Funds, Securities, Retirement, Insurance, Financial Services, Fixed Annuities, Equities, Risk Management, Asset Allocation, Variable Annuities
Education
Baker University
Bachelors of Arts, Business Administration
Wells Fargo Advisors March 2006 - Present
AXA Advisors May 2000 - March 2006
Merrill Lynch July 1994 - May 2000
Skills
Mutual Funds, Securities, Retirement, Insurance, Financial Services, Fixed Annuities, Equities, Risk Management, Asset Allocation, Variable Annuities
Education
Baker University
Bachelors of Arts, Business Administration
Jason Woleben's Merrill Lynch Experience 2004 - 2008
Job Internal Wholesaler at Genworth Financial
Industry Financial Services
Experience
Genworth Financial 2008 - 2011
Merrill Lynch 2004 - 2008
Vandroff Insurance Agency, Inc. 2002 - 2004
Premier Beverage 2001 - 2002
Education
Baldwin Wallace University 1999 — 2001
Business Administration, Finance and Accounting
Lakeland Community College 1997 — 1999
Associate of Arts
Genworth Financial 2008 - 2011
Merrill Lynch 2004 - 2008
Vandroff Insurance Agency, Inc. 2002 - 2004
Premier Beverage 2001 - 2002
Education
Baldwin Wallace University 1999 — 2001
Business Administration, Finance and Accounting
Lakeland Community College 1997 — 1999
Associate of Arts
Anil Bharadwaj's Merrill Lynch Experience July 2012 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
JPMorgan Chase & Co. March 2010 - July 2012
NIKSUN Inc. April 2001 - March 2010
Zhone Technologies 2000 - 2001
Nokia Siemens Networks 1999 - 2000
Education
Bangalore University 1991 — 1995
Bachelor of Engineering, Telecommunications Engineering
Merrill Lynch July 2012 - Present
JPMorgan Chase & Co. March 2010 - July 2012
NIKSUN Inc. April 2001 - March 2010
Zhone Technologies 2000 - 2001
Nokia Siemens Networks 1999 - 2000
Education
Bangalore University 1991 — 1995
Bachelor of Engineering, Telecommunications Engineering
Sanjay Kannambadi's Merrill Lynch Experience June 1992 - September 1992
Job
Industry Financial Services
Experience
Deloitte July 2014 - Present
BNY Mellon Clearing September 2009 - June 2014
BNY Mellon January 2005 - September 2009
BNY Mellon March 2001 - January 2005
JPMorgan Chase October 1998 - January 2001
Barra March 1998 - September 1998
Bear Stearns April 1994 - March 1998
Coopers & Lybrand Consulting August 1993 - March 1994
Merrill Lynch June 1992 - September 1992
Thermo Electric Company January 1987 - January 1991
Skills
Series 3, Series 7, Series 30, Series 63, Derivatives, Capital Markets, Cross-functional Team..., Management, Strategy, Equities, Trading, Fixed Income, Portfolio Management, Hedge Funds, Financial Services, Mergers & Acquisitions, Investments, Finance, Analysis, Private Equity, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA
The University of Texas at El Paso 1985 — 1988
Master of Science (MS), Engineering
Bangalore University 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Deloitte July 2014 - Present
BNY Mellon Clearing September 2009 - June 2014
BNY Mellon January 2005 - September 2009
BNY Mellon March 2001 - January 2005
JPMorgan Chase October 1998 - January 2001
Barra March 1998 - September 1998
Bear Stearns April 1994 - March 1998
Coopers & Lybrand Consulting August 1993 - March 1994
Merrill Lynch June 1992 - September 1992
Thermo Electric Company January 1987 - January 1991
Skills
Series 3, Series 7, Series 30, Series 63, Derivatives, Capital Markets, Cross-functional Team..., Management, Strategy, Equities, Trading, Fixed Income, Portfolio Management, Hedge Funds, Financial Services, Mergers & Acquisitions, Investments, Finance, Analysis, Private Equity, Risk Management
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA
The University of Texas at El Paso 1985 — 1988
Master of Science (MS), Engineering
Bangalore University 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Regis A. Garcia's Merrill Lynch Experience 1997 - 2001
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2009 - Present
Citi 2007 - 2009
Citi 2003 - 2007
Bank of America 2002 - 2003
Raymond James Financial Inc. 2001 - 2002
Merrill Lynch 1997 - 2001
Citi 1995 - 1997
K.B. Marketing 1994 - 1995
Citi 1990 - 1994
Skills
Portfolio Management, Strategy, Financial Services, Management, Marketing, Vendor Management, Wealth Management, Executive Management, Leadership, Business Development, Banking, Credit, Sales Management, Sales, Credit Cards, Retail Banking, Call Centers, Finance, Financial Risk, Mortgage Lending, Mutual Funds, Relationship Management, Risk Management
Education
Ball State University
Bachelor of Arts, History
Citi January 2009 - Present
Citi 2007 - 2009
Citi 2003 - 2007
Bank of America 2002 - 2003
Raymond James Financial Inc. 2001 - 2002
Merrill Lynch 1997 - 2001
Citi 1995 - 1997
K.B. Marketing 1994 - 1995
Citi 1990 - 1994
Skills
Portfolio Management, Strategy, Financial Services, Management, Marketing, Vendor Management, Wealth Management, Executive Management, Leadership, Business Development, Banking, Credit, Sales Management, Sales, Credit Cards, Retail Banking, Call Centers, Finance, Financial Risk, Mortgage Lending, Mutual Funds, Relationship Management, Risk Management
Education
Ball State University
Bachelor of Arts, History
Arun Rajasekhar's Merrill Lynch Experience September 2004 - May 2006
Job Consultant at Bloomberg LP
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2012 - March 2014
J.P. Morgan May 2006 - January 2012
Merrill Lynch September 2004 - May 2006
Asset Alliance / Hedge Harbor January 2004 - September 2004
Reed Elsevier 1999 - 2003
Nabisco 1996 - 1999
BASF 1995 - 1996
Esseven Infotech 1993 - 1994
Skills
Risk Management, Sybase, Equity Trading, Microsoft SQL Server, Portfolio Optimization, Agile Application..., .NET, Python, C#, WinForms, WCF, Web Services, WPF, Multithreading, LINQ, KDB+, q, Microsoft Excel, VBA, Visual Basic, T-SQL, SSIS, SSRS, Crystal Reports, Oracle RDBMS, PL/SQL, MySQL, Real-time Data, Bloomberg Software, Reuters, RMDS, MarketQA, QAI, Microsoft Access, HTML 5, REST, JavaScript, SOAP, Autosys, System Integration..., Full SDLC, Portfolio Risk..., Node.js, jQuery, ASP.NET MVC, Hadoop, MapReduce, Shell Scripting, Batch Programming, Functional Programming
Education
Bangalore University
Bachelor of Engineering (B.E.), Computer Science
Bank of America Merrill Lynch September 2012 - March 2014
J.P. Morgan May 2006 - January 2012
Merrill Lynch September 2004 - May 2006
Asset Alliance / Hedge Harbor January 2004 - September 2004
Reed Elsevier 1999 - 2003
Nabisco 1996 - 1999
BASF 1995 - 1996
Esseven Infotech 1993 - 1994
Skills
Risk Management, Sybase, Equity Trading, Microsoft SQL Server, Portfolio Optimization, Agile Application..., .NET, Python, C#, WinForms, WCF, Web Services, WPF, Multithreading, LINQ, KDB+, q, Microsoft Excel, VBA, Visual Basic, T-SQL, SSIS, SSRS, Crystal Reports, Oracle RDBMS, PL/SQL, MySQL, Real-time Data, Bloomberg Software, Reuters, RMDS, MarketQA, QAI, Microsoft Access, HTML 5, REST, JavaScript, SOAP, Autosys, System Integration..., Full SDLC, Portfolio Risk..., Node.js, jQuery, ASP.NET MVC, Hadoop, MapReduce, Shell Scripting, Batch Programming, Functional Programming
Education
Bangalore University
Bachelor of Engineering (B.E.), Computer Science
Lilah Walker's Merrill Lynch Experience January 2007 - February 2009
Job Senior Donor Relationship Manager at United Way of Anchorage
Industry Fund-Raising
Experience
United Way of Anchorage July 2014 - Present
Big Brothers Big Sisters of Alaska January 2013 - July 2014
Alaskan AIDS Assistance Association December 2010 - January 2013
Alzheimer's Disease Resource Agency of Alaska March 2010 - December 2010
Merrill Lynch January 2007 - February 2009
KRBD-FM September 2002 - September 2006
Women In Safe Homes July 2001 - July 2002
Skills
Annual Giving, Fundraising, Stewardship, Volunteer Management, Grant Writing, Non-profits, Grants, Community Outreach, Community Development, Event Planning
Education
Ball State University - College of Business 1995 — 2000
Bachelor of Arts (BA), Double Major: Marketing and Radio/TV Sales & Management
United Way of Anchorage July 2014 - Present
Big Brothers Big Sisters of Alaska January 2013 - July 2014
Alaskan AIDS Assistance Association December 2010 - January 2013
Alzheimer's Disease Resource Agency of Alaska March 2010 - December 2010
Merrill Lynch January 2007 - February 2009
KRBD-FM September 2002 - September 2006
Women In Safe Homes July 2001 - July 2002
Skills
Annual Giving, Fundraising, Stewardship, Volunteer Management, Grant Writing, Non-profits, Grants, Community Outreach, Community Development, Event Planning
Education
Ball State University - College of Business 1995 — 2000
Bachelor of Arts (BA), Double Major: Marketing and Radio/TV Sales & Management
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank