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
Sal Cascino Sal Cascino's Merrill Lynch Experience June 2011 - September 2011
Job Underwriter at AIG
Industry Insurance
Experience
AIG August 2015 - Present
AIG March 2015 - August 2015
AIG August 2014 - March 2015
AIG July 2013 - August 2014
2 EZ Breakfast LLC October 2011 - May 2013
Loyola University Maryland May 2011 - January 2013
AIG June 2012 - September 2012
Merrill Lynch June 2011 - September 2011
Skills
PowerPoint, Illustrator, Mac, Computer Science, Photoshop, Bloomberg, Excel, Reuters, Thompson One, Morningstar Direct, Salesforce Training, Strategy, Business Development, Social Media, Entrepreneurship, Start-ups, Mobile Applications, User Experience, Strategic Partnerships, Product Management, Product Development, Early-stage Startups
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration, Finance
Seton Hall Preparatory School 2005 — 2009
GED, Business
AIG August 2015 - Present
AIG March 2015 - August 2015
AIG August 2014 - March 2015
AIG July 2013 - August 2014
2 EZ Breakfast LLC October 2011 - May 2013
Loyola University Maryland May 2011 - January 2013
AIG June 2012 - September 2012
Merrill Lynch June 2011 - September 2011
Skills
PowerPoint, Illustrator, Mac, Computer Science, Photoshop, Bloomberg, Excel, Reuters, Thompson One, Morningstar Direct, Salesforce Training, Strategy, Business Development, Social Media, Entrepreneurship, Start-ups, Mobile Applications, User Experience, Strategic Partnerships, Product Management, Product Development, Early-stage Startups
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration, Finance
Seton Hall Preparatory School 2005 — 2009
GED, Business
Luna Sweis Luna Sweis's Merrill Lynch Experience 1997 - 1998
Job Executive Recruiter at Roberts & Ryan
Industry Staffing and Recruiting
Experience
Roberts & Ryan March 2015 - Present
Advanced Resources June 1999 - May 2005
GHK 1998 - May 1999
Merrill Lynch 1997 - 1998
Skills
Applicant Tracking..., Staffing Services, Talent Acquisition, Internet Recruiting, Talent Management, Management, Technical Recruiting, Recruiting, Sourcing, College Recruiting, Human Resources, Interviews, Sales, Onboarding
Education
Loyola University Chicago 1995 — 1999
BS Communications, Communications, Marketing
Amos Alonzo Stagg High School
St Paul Lutheran
Roberts & Ryan March 2015 - Present
Advanced Resources June 1999 - May 2005
GHK 1998 - May 1999
Merrill Lynch 1997 - 1998
Skills
Applicant Tracking..., Staffing Services, Talent Acquisition, Internet Recruiting, Talent Management, Management, Technical Recruiting, Recruiting, Sourcing, College Recruiting, Human Resources, Interviews, Sales, Onboarding
Education
Loyola University Chicago 1995 — 1999
BS Communications, Communications, Marketing
Amos Alonzo Stagg High School
St Paul Lutheran
William Burr William Burr's Merrill Lynch Experience June 2011 - December 2012
Job Credit Counselor with PNC Bank at DePaul University
Industry Banking
Experience
PNC November 2014 - Present
YMCA of Metropolitan Chicago December 2013 - September 2014
YMCA of Metropolitan Chicago January 2013 - January 2014
Merrill Lynch June 2011 - December 2012
CareFusion June 2010 - May 2011
Skills
Series 7, Series 66, Life and Health..., Asset Allocation, Strategic Financial..., Investments, Portfolio Management, Series 63, Asset Management, Securities, Wealth Management, Retirement Planning, Investment Advisory, Fixed Income, Equities, Mutual Funds, Alternative Investments, Investment Strategies, 401k, Retirement, Investment Management, Financial Modeling, Financial Advisory, Leadership, Marketing, Social Media, Event Planning, Public Speaking, Customer Service, Microsoft Office, Management, Sales
Education
Northwestern University 2013 — 2014
Post-baccalaureate, Finance
Loyola University Chicago 2008 — 2011
Bachelor of Arts (BA), Sociology
Loyola University of Chicago 2008 — 2011
Bachelor of Business Administration (BBA), Economics
PNC November 2014 - Present
YMCA of Metropolitan Chicago December 2013 - September 2014
YMCA of Metropolitan Chicago January 2013 - January 2014
Merrill Lynch June 2011 - December 2012
CareFusion June 2010 - May 2011
Skills
Series 7, Series 66, Life and Health..., Asset Allocation, Strategic Financial..., Investments, Portfolio Management, Series 63, Asset Management, Securities, Wealth Management, Retirement Planning, Investment Advisory, Fixed Income, Equities, Mutual Funds, Alternative Investments, Investment Strategies, 401k, Retirement, Investment Management, Financial Modeling, Financial Advisory, Leadership, Marketing, Social Media, Event Planning, Public Speaking, Customer Service, Microsoft Office, Management, Sales
Education
Northwestern University 2013 — 2014
Post-baccalaureate, Finance
Loyola University Chicago 2008 — 2011
Bachelor of Arts (BA), Sociology
Loyola University of Chicago 2008 — 2011
Bachelor of Business Administration (BBA), Economics
David Stack David Stack's Merrill Lynch Experience August 2004 - October 2010
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS October 2010 - Present
Merrill Lynch August 2004 - October 2010
Morgan Stanley Private Wealth Management July 1997 - August 2004
Prudential Securities January 1992 - July 1997
PaineWebber/Kidder Peabody April 1988 - January 1992
Education
Loyola College in Maryland 1982 — 1985
BS
UBS October 2010 - Present
Merrill Lynch August 2004 - October 2010
Morgan Stanley Private Wealth Management July 1997 - August 2004
Prudential Securities January 1992 - July 1997
PaineWebber/Kidder Peabody April 1988 - January 1992
Education
Loyola College in Maryland 1982 — 1985
BS
Jamie Craynock Jamie Craynock's Merrill Lynch Experience July 2009 - Present
Job Senior Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Merrill Lynch July 2009 - Present
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Brandon Duncan Brandon Duncan's Merrill Lynch Experience August 1999 - December 2014
Job Vice President, Investments Raymond James
Industry Financial Services
Experience
Raymond James December 2014 - Present
Merrill Lynch August 1999 - December 2014
Skills
Wealth Management, Asset Allocation, Alternative Investments, Investments, Equities, Investment Advisory, Mutual Funds, Investment Strategies, Capital Markets, Investment Banking, Portfolio Management, Hedge Funds, Securities, Estate Planning, Fixed Income, Series 63, Retirement Planning, Derivatives, Asset Managment, CFM, CFA Candidate, Mergers, Private Equity, High Net Worth..., Financial Planning
Education
Tulane, Freeman School of Business 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University New Orleans 1995 — 1999
Bachelor of Business Administration (BBA), Economics and Finance
Raymond James December 2014 - Present
Merrill Lynch August 1999 - December 2014
Skills
Wealth Management, Asset Allocation, Alternative Investments, Investments, Equities, Investment Advisory, Mutual Funds, Investment Strategies, Capital Markets, Investment Banking, Portfolio Management, Hedge Funds, Securities, Estate Planning, Fixed Income, Series 63, Retirement Planning, Derivatives, Asset Managment, CFM, CFA Candidate, Mergers, Private Equity, High Net Worth..., Financial Planning
Education
Tulane, Freeman School of Business 2004 — 2006
Master of Business Administration (MBA), Finance
Loyola University New Orleans 1995 — 1999
Bachelor of Business Administration (BBA), Economics and Finance
Kaela Keyes Kaela Keyes's Merrill Lynch Experience February 2012 - April 2012
Job Assistant Media Planner at Havas Edge
Industry Marketing and Advertising
Experience
Havas Edge May 2014 - Present
Suffield Academy July 2011 - Present
FactSet Research Systems October 2012 - January 2014
Merrill Lynch February 2012 - April 2012
Latham Centers, Inc. June 2011 - August 2011
Ocean Edge Resort & Golf Club June 2010 - August 2010
Anthropologie May 2009 - August 2009
Dehn Quests Ltd May 2007 - August 2009
Skills
Media Planning, Sales, CRM, Social Networking, Microsoft Excel, Microsoft Office, Salesforce.com, Friendly Personality, Customer Service, Google Analytics, Social Media, Digital Marketing, Social Media Marketing, Marketing Strategy, Consulting, PowerPoint, Microsoft Word, Outlook, Marketing, comScore, DoubleClick, Media Strategy
Education
General Assembly 2014 — 2014
Certificate, Digital Marketing
Loyola College in Maryland 2008 — 2012
BBA, Finance
The American University of Paris 2010 — 2010
Suffield Academy 2004 — 2008
High School Degree
Havas Edge May 2014 - Present
Suffield Academy July 2011 - Present
FactSet Research Systems October 2012 - January 2014
Merrill Lynch February 2012 - April 2012
Latham Centers, Inc. June 2011 - August 2011
Ocean Edge Resort & Golf Club June 2010 - August 2010
Anthropologie May 2009 - August 2009
Dehn Quests Ltd May 2007 - August 2009
Skills
Media Planning, Sales, CRM, Social Networking, Microsoft Excel, Microsoft Office, Salesforce.com, Friendly Personality, Customer Service, Google Analytics, Social Media, Digital Marketing, Social Media Marketing, Marketing Strategy, Consulting, PowerPoint, Microsoft Word, Outlook, Marketing, comScore, DoubleClick, Media Strategy
Education
General Assembly 2014 — 2014
Certificate, Digital Marketing
Loyola College in Maryland 2008 — 2012
BBA, Finance
The American University of Paris 2010 — 2010
Suffield Academy 2004 — 2008
High School Degree
Rachael Mignin Rachael Mignin's Merrill Lynch Experience September 2012 - Present
Job Intern/Seasonal Client Associate Merrill Lynch
Industry International Affairs
Experience
Merrill Lynch September 2012 - Present
Gooey January 2009 - January 2013
D.R. Sperry and Co. June 2007 - August 2007
Skills
Facebook, Public Relations, Management, PowerPoint, Research, Microsoft Excel, Proposal Writing, Microsoft Word, Finance, Web Content, Telephone Skills, Salesforce.com
Education
Loyola University of Chicago 2010 — 2014
Bachelor's Degree, International Relations and Affairs
John Felice Rome Center 2011 — 2011
Rome Studies; Italian
Université Aix-Marseille 2012 — 2012
French Language
University of Oslo (UiO) 2012 — 2013
International Politics
Merrill Lynch September 2012 - Present
Gooey January 2009 - January 2013
D.R. Sperry and Co. June 2007 - August 2007
Skills
Facebook, Public Relations, Management, PowerPoint, Research, Microsoft Excel, Proposal Writing, Microsoft Word, Finance, Web Content, Telephone Skills, Salesforce.com
Education
Loyola University of Chicago 2010 — 2014
Bachelor's Degree, International Relations and Affairs
John Felice Rome Center 2011 — 2011
Rome Studies; Italian
Université Aix-Marseille 2012 — 2012
French Language
University of Oslo (UiO) 2012 — 2013
International Politics
Kristan Cleckner Kristan Cleckner's Merrill Lynch Experience 1986 - 1996
Job Administrative Assistant to Financial Advisor
Industry Financial Services
Experience
Financial Services Company August 2014 - Present
Fifth Third Bank September 2011 - February 2014
Wells Fargo April 1998 - August 2011
Prudential Securities 1997 - 1998
Paine Webber 1996 - 1997
Merrill Lynch 1986 - 1996
Skills
Banking, Commercial Lending, Treasury Management, Commercial Banking, Credit, Small Business Lending, Loans, Credit Analysis, Cash Management, Portfolio Management, Relationship Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona
Finance, General
Financial Services Company August 2014 - Present
Fifth Third Bank September 2011 - February 2014
Wells Fargo April 1998 - August 2011
Prudential Securities 1997 - 1998
Paine Webber 1996 - 1997
Merrill Lynch 1986 - 1996
Skills
Banking, Commercial Lending, Treasury Management, Commercial Banking, Credit, Small Business Lending, Loans, Credit Analysis, Cash Management, Portfolio Management, Relationship Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona
Finance, General
Allison Kulp Allison Kulp's Merrill Lynch Experience September 2008 - December 2008
Job Sales Operations Specialist at ServiceNow The Enterprise IT Cloud Company
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise IT Cloud Company April 2014 - Present
Websense July 2012 - April 2014
CAS Severn, Inc June 2011 - July 2012
Charm City Concierge January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
Distinctive Marketing Solutions, Inc May 2007 - September 2007
Skills
Photoshop, Illustrator, Excel, PowerPoint, Access, Outlook, Word, Morningstar, Salesforce.com, Lotus Notes, IBM, HP, VMware, Invoicing, Purchasing, Microsoft Excel, Sales Operations, Sales, Marketing, Marketing Strategy, Microsoft Word, Event Planning, Account Management, Strategic Planning
Education
Loyola College in Maryland 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Loyola University Maryland 2005 — 2009
BBA, Marketing
ServiceNow - The Enterprise IT Cloud Company April 2014 - Present
Websense July 2012 - April 2014
CAS Severn, Inc June 2011 - July 2012
Charm City Concierge January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
Distinctive Marketing Solutions, Inc May 2007 - September 2007
Skills
Photoshop, Illustrator, Excel, PowerPoint, Access, Outlook, Word, Morningstar, Salesforce.com, Lotus Notes, IBM, HP, VMware, Invoicing, Purchasing, Microsoft Excel, Sales Operations, Sales, Marketing, Marketing Strategy, Microsoft Word, Event Planning, Account Management, Strategic Planning
Education
Loyola College in Maryland 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Loyola University Maryland 2005 — 2009
BBA, Marketing
Patrick Birosak's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Loyola University Maryland August 2010 - May 2014
GEDCO (Govans Ecumenical Development Corporation) January 2014 - April 2014
Turtle & Hughes, Inc. May 2011 - August 2013
Education
Loyola University Maryland 2010 — 2014
Bachelor's Degree, Business and Economics
Summit High School 2006 — 2010
Merrill Lynch July 2014 - Present
Loyola University Maryland August 2010 - May 2014
GEDCO (Govans Ecumenical Development Corporation) January 2014 - April 2014
Turtle & Hughes, Inc. May 2011 - August 2013
Education
Loyola University Maryland 2010 — 2014
Bachelor's Degree, Business and Economics
Summit High School 2006 — 2010
Rick Osty's Merrill Lynch Experience June 2014 - September 2014
Job Operations Intern at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Quinlan School of Business, Loyola University Chicago April 2014 - January 2015
Merrill Lynch June 2014 - September 2014
BMC Group March 2014 - May 2014
Olympia Fields Country Club April 2007 - August 2013
Skills
Investments, Leadership, Market Research, Sales
Education
Loyola University of Chicago 2013 — 2017
BS Economics/BS Finance
University of International Business and Economics 2015 — 2015
Victor J. Andrew Highschool
Guggenheim Partners June 2015 - Present
Quinlan School of Business, Loyola University Chicago April 2014 - January 2015
Merrill Lynch June 2014 - September 2014
BMC Group March 2014 - May 2014
Olympia Fields Country Club April 2007 - August 2013
Skills
Investments, Leadership, Market Research, Sales
Education
Loyola University of Chicago 2013 — 2017
BS Economics/BS Finance
University of International Business and Economics 2015 — 2015
Victor J. Andrew Highschool
Courtney Paolino's Merrill Lynch Experience March 2006 - 2009
Job Office Manager at Allied Security Trust
Industry Management Consulting
Experience
Allied Security Trust March 2009 - Present
Merrill Lynch March 2006 - 2009
Mercantile Bank February 2003 - March 2006
Deutsche Bank Securities Inc July 2000 - March 2003
MBNA America January 1998 - July 2000
Skills
•Proficient in..., Office Management, Human Resources, Due Diligence, Intellectual Property, Strategy, Administrative...
Education
Loyola College in Maryland 1994 — 1998
Bachelor of Arts (BA), Political Science
Allied Security Trust March 2009 - Present
Merrill Lynch March 2006 - 2009
Mercantile Bank February 2003 - March 2006
Deutsche Bank Securities Inc July 2000 - March 2003
MBNA America January 1998 - July 2000
Skills
•Proficient in..., Office Management, Human Resources, Due Diligence, Intellectual Property, Strategy, Administrative...
Education
Loyola College in Maryland 1994 — 1998
Bachelor of Arts (BA), Political Science
Sara Feuerstein Sara Feuerstein's Merrill Lynch Experience January 2010 - May 2010
Job Financial Planning Analyst II at Independence Blue Cross
Industry Financial Services
Experience
Independence Blue Cross July 2015 - Present
Cigna September 2014 - June 2015
Cigna August 2012 - August 2014
Cigna June 2010 - July 2012
Merrill Lynch January 2010 - May 2010
Kimberly-Clark June 2009 - August 2009
Skills
Data Analysis, Risk Management, Financial Analysis, Insurance, Trend Analysis, Portfolio Management, Asset Allocation
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Strategic Management Specialization
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
University of Auckland
Independence Blue Cross July 2015 - Present
Cigna September 2014 - June 2015
Cigna August 2012 - August 2014
Cigna June 2010 - July 2012
Merrill Lynch January 2010 - May 2010
Kimberly-Clark June 2009 - August 2009
Skills
Data Analysis, Risk Management, Financial Analysis, Insurance, Trend Analysis, Portfolio Management, Asset Allocation
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Strategic Management Specialization
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
University of Auckland
Ed Burke Ed Burke's Merrill Lynch Experience September 2004 - March 2006
Job Corporate Account Manager at Citrix
Industry Information Technology and Services
Experience
Citrix October 2013 - Present
Varonis June 2012 - October 2013
Jefferies & Company March 2008 - June 2012
New York Life Investment Management March 2006 - March 2008
Merrill Lynch September 2004 - March 2006
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Citrix October 2013 - Present
Varonis June 2012 - October 2013
Jefferies & Company March 2008 - June 2012
New York Life Investment Management March 2006 - March 2008
Merrill Lynch September 2004 - March 2006
Education
Loyola University Maryland 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Samantha Price Koontz, CRPC® Samantha Price Koontz, CRPC®'s Merrill Lynch Experience June 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
The Princeton Review August 2005 - Present
Skills
Investments, Retirement Planning, Credit Cards, Educational Consulting, Business Services, Social Media, Event Planning, Research, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Editing, Microsoft Word, Fundraising, Strategic Planning, Public Relations, Blogging, Non-profits, Customer Service, Project Management, Nonprofits, Finance, Event Management, Small Business, Marketing, Staff Development, Leadership Development, Facebook, Community Outreach, Social Networking, Financial Analysis, Time Management, Sales, Budgets, Teaching, Insurance
Education
Loyola University Chicago 2001 — 2005
Bachelors, Classical Civilization, International Studies, Italian
Waldwick High School 1997 — 2001
Honors Diploma
Merrill Lynch June 2006 - Present
The Princeton Review August 2005 - Present
Skills
Investments, Retirement Planning, Credit Cards, Educational Consulting, Business Services, Social Media, Event Planning, Research, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Editing, Microsoft Word, Fundraising, Strategic Planning, Public Relations, Blogging, Non-profits, Customer Service, Project Management, Nonprofits, Finance, Event Management, Small Business, Marketing, Staff Development, Leadership Development, Facebook, Community Outreach, Social Networking, Financial Analysis, Time Management, Sales, Budgets, Teaching, Insurance
Education
Loyola University Chicago 2001 — 2005
Bachelors, Classical Civilization, International Studies, Italian
Waldwick High School 1997 — 2001
Honors Diploma
Erin Ross Erin Ross's Merrill Lynch Experience December 2004 - September 2006
Job Account Executive at MARKETPLACE by ADTECH, an AOL company
Industry Online Media
Experience
AOL-MARKETPLACE by ADTECH January 2013 - Present
Advertising.com October 2008 - March 2013
Morgan Stanley Smith Barney September 2006 - September 2008
Merrill Lynch December 2004 - September 2006
AIG SunAmerica July 2003 - January 2004
Legg Mason July 2001 - July 2003
Skills
Management, Series 7, Mobile Advertising, Strategy, Marketing, Advertising, Media Buying, Digital Marketing, Salesforce.com, Strategic Partnerships, Analytics, Online Marketing, Online Advertising, Digital Strategy, Digital Media
Education
Loyola College in Maryland 2004 — 2008
Master of Business Administration (M.B.A.), International Business
University of Maryland College Park 1994 — 2000
Bachelor of Science (B.S.), Finance, General
AOL-MARKETPLACE by ADTECH January 2013 - Present
Advertising.com October 2008 - March 2013
Morgan Stanley Smith Barney September 2006 - September 2008
Merrill Lynch December 2004 - September 2006
AIG SunAmerica July 2003 - January 2004
Legg Mason July 2001 - July 2003
Skills
Management, Series 7, Mobile Advertising, Strategy, Marketing, Advertising, Media Buying, Digital Marketing, Salesforce.com, Strategic Partnerships, Analytics, Online Marketing, Online Advertising, Digital Strategy, Digital Media
Education
Loyola College in Maryland 2004 — 2008
Master of Business Administration (M.B.A.), International Business
University of Maryland College Park 1994 — 2000
Bachelor of Science (B.S.), Finance, General
Linda (Menich) Behringer Linda (Menich) Behringer's Merrill Lynch Experience April 2004 - February 2008
Job Retired and pursuing a new rhythm of life
Industry Commercial Real Estate
Experience
Retired May 2013 - Present
Wells Fargo Bank September 2012 - Present
Wells Fargo November 2008 - August 2012
merrill lynch April 2004 - February 2008
Merrill Lynch Capital 2004 - 2008
Perl Mortgage 2004 - 2004
Equity Residential Properties Trust 1995 - January 2001
Starlight Children's Foundation 1995 - 2001
Equity Residential 1995 - 2000
Rosenberg & Liebentritt 1992 - 1995
Skills
Real Estate, Due Diligence, Real Estate Transactions, Commercial Real Estate, Loans, REO, Acquisitions, Portfolio Management, Management, Investments, Foreclosures, Asset Management, Property Management, Risk Management, Mortgage Lending, Investment Properties, Credit, Valuation
Education
Loyola University Chicago School of Law
MJ, Real Estate & Business Law Concentration
University of Illinois at Urbana-Champaign 1977 — 1982
BA, Interior Architecture
Retired May 2013 - Present
Wells Fargo Bank September 2012 - Present
Wells Fargo November 2008 - August 2012
merrill lynch April 2004 - February 2008
Merrill Lynch Capital 2004 - 2008
Perl Mortgage 2004 - 2004
Equity Residential Properties Trust 1995 - January 2001
Starlight Children's Foundation 1995 - 2001
Equity Residential 1995 - 2000
Rosenberg & Liebentritt 1992 - 1995
Skills
Real Estate, Due Diligence, Real Estate Transactions, Commercial Real Estate, Loans, REO, Acquisitions, Portfolio Management, Management, Investments, Foreclosures, Asset Management, Property Management, Risk Management, Mortgage Lending, Investment Properties, Credit, Valuation
Education
Loyola University Chicago School of Law
MJ, Real Estate & Business Law Concentration
University of Illinois at Urbana-Champaign 1977 — 1982
BA, Interior Architecture
Brian Lohse's Merrill Lynch Experience 2005 - 2005
Job Director of Sales, Securei at Alarm.com
Industry Information Technology and Services
Experience
Alarm.com December 2014 - Present
Secure-i May 2008 - December 2014
JPMorgan Chase Capital Corporation 2007 - 2007
Merrill Lynch 2005 - 2005
Skills
Business Development, New Business Development, Sales Management, Security, Solution Selling, Cloud Computing, Strategic Partnerships, SaaS, Account Management, Channel, Contract Negotiation, Telecommunications, CCTV, Integration, Leadership, Business Strategy, Strategy, Management, Training, Channel Partners, Business Intelligence, Enterprise Software, Direct Sales, Product Management, Product Marketing, Go-to-market Strategy, CRM, Salesforce.com, Sales Process, Selling, Consulting, Lead Generation, Wireless, Business Alliances, Managed Services, Professional Services, International Sales, B2B, Key Account Management, Sales
Education
Loyola University Maryland
BBA, Economics
Newcastle University
International Economics
Alarm.com December 2014 - Present
Secure-i May 2008 - December 2014
JPMorgan Chase Capital Corporation 2007 - 2007
Merrill Lynch 2005 - 2005
Skills
Business Development, New Business Development, Sales Management, Security, Solution Selling, Cloud Computing, Strategic Partnerships, SaaS, Account Management, Channel, Contract Negotiation, Telecommunications, CCTV, Integration, Leadership, Business Strategy, Strategy, Management, Training, Channel Partners, Business Intelligence, Enterprise Software, Direct Sales, Product Management, Product Marketing, Go-to-market Strategy, CRM, Salesforce.com, Sales Process, Selling, Consulting, Lead Generation, Wireless, Business Alliances, Managed Services, Professional Services, International Sales, B2B, Key Account Management, Sales
Education
Loyola University Maryland
BBA, Economics
Newcastle University
International Economics
Monika Sinila Walczak's Merrill Lynch Experience November 2007 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Education
Loyola University of Chicago 1997 — 2001
BS, Psychology
Merrill Lynch November 2007 - Present
Education
Loyola University of Chicago 1997 — 2001
BS, Psychology
Kate Slocum Kate Slocum's Merrill Lynch Experience June 1994 - June 1995
Job Director of Financial Planning
Industry Investment Management
Experience
Exchange Capital Management, Inc. November 2014 - Present
Talmer West Bank April 1998 - November 2014
KeyBank January 1996 - April 1998
Merrill Lynch June 1994 - June 1995
Skills
Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Banking, Loans, Securities, Portfolio Management, Financial Services, Investment Advisory, Customer Service, Finance, Sales, Retirement Planning, Investments, Financial Planning
Education
Loyola University of Chicago 1989 — 1993
Bachelor of Business Administration, Economics
Althoff Catholic High School 1985 — 1989
Exchange Capital Management, Inc. November 2014 - Present
Talmer West Bank April 1998 - November 2014
KeyBank January 1996 - April 1998
Merrill Lynch June 1994 - June 1995
Skills
Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Banking, Loans, Securities, Portfolio Management, Financial Services, Investment Advisory, Customer Service, Finance, Sales, Retirement Planning, Investments, Financial Planning
Education
Loyola University of Chicago 1989 — 1993
Bachelor of Business Administration, Economics
Althoff Catholic High School 1985 — 1989
Charles Johnston Charles Johnston's Merrill Lynch Experience June 2012 - July 2012
Job Assistant Manager
Industry Retail
Experience
Glitch Gaming Apparel March 2015 - Present
Langdon Florist November 2014 - Present
AXA Advisors March 2014 - September 2014
Global Arena Capital October 2013 - December 2013
Merrill Lynch June 2012 - July 2012
Skills
Series 7, series 66, Investments, Insurance, Financial Analysis, Financial Services, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, PowerPoint, Financial Planning, Microsoft Word
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Christian Brothers Academy (Syracuse) 2004 — 2009
Glitch Gaming Apparel March 2015 - Present
Langdon Florist November 2014 - Present
AXA Advisors March 2014 - September 2014
Global Arena Capital October 2013 - December 2013
Merrill Lynch June 2012 - July 2012
Skills
Series 7, series 66, Investments, Insurance, Financial Analysis, Financial Services, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, PowerPoint, Financial Planning, Microsoft Word
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Christian Brothers Academy (Syracuse) 2004 — 2009
Brett Mower Brett Mower's Merrill Lynch Experience
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch
Skills
Series 7, Investments, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Fixed Income, Series 65, Equities, Portfolio Management, Investment Advisory, Estate Planning, Retirement, 401k, Strategic Financial..., FINRA, Hedge Funds, Life Insurance, Loans, Banking, 401k Rollovers, Mortgage Lending, Valuation, Risk Management, Financial Modeling, Private Equity, Insurance, Financial Services, ETFs, Investment Strategies, Investment Management, Securities, Uniform Combined State...
Education
Loyola College in Maryland 1991 — 1995
1995, Accounting and Finance
Ocean City High School 1987 — 1991
Merrill Lynch
Skills
Series 7, Investments, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Asset Management, Retirement Planning, Asset Allocation, Fixed Income, Series 65, Equities, Portfolio Management, Investment Advisory, Estate Planning, Retirement, 401k, Strategic Financial..., FINRA, Hedge Funds, Life Insurance, Loans, Banking, 401k Rollovers, Mortgage Lending, Valuation, Risk Management, Financial Modeling, Private Equity, Insurance, Financial Services, ETFs, Investment Strategies, Investment Management, Securities, Uniform Combined State...
Education
Loyola College in Maryland 1991 — 1995
1995, Accounting and Finance
Ocean City High School 1987 — 1991
Marina Solomon Marina Solomon's Merrill Lynch Experience May 1988 - March 2001
Job Director of Client Relations at Left Brain Wealth Management
Industry Financial Services
Experience
Left Brain Wealth Mangement, LLC May 2014 - Present
Wells Fargo Advisors May 2007 - May 2014
Merrill Lynch May 1988 - March 2001
Education
Loyola University Chicago 1983 — 1987
Bachelor's Degree, Marketing
St. Scholastica High School
Left Brain Wealth Mangement, LLC May 2014 - Present
Wells Fargo Advisors May 2007 - May 2014
Merrill Lynch May 1988 - March 2001
Education
Loyola University Chicago 1983 — 1987
Bachelor's Degree, Marketing
St. Scholastica High School
Robert Steczkowski, CFP® Robert Steczkowski, CFP®'s Merrill Lynch Experience 2005 - 2006
Job Associate Director, CFP®
Industry Financial Services
Experience
Edelman Financial Services September 2013 - Present
Fidelity Investments June 2013 - September 2013
Fidelity Investments 2007 - September 2013
Merrill Lynch 2005 - 2006
Barnard Jacobs Mellet 2000 - 2004
Skills
Asset Management, Asset Allocation, Fixed Income, Finance, Alternative Investments, Estate Planning
Education
Loyola University Maryland 1994 — 1998
BBA, Finance
Fairfield College Preparatory School 1990 — 1994
Edelman Financial Services September 2013 - Present
Fidelity Investments June 2013 - September 2013
Fidelity Investments 2007 - September 2013
Merrill Lynch 2005 - 2006
Barnard Jacobs Mellet 2000 - 2004
Skills
Asset Management, Asset Allocation, Fixed Income, Finance, Alternative Investments, Estate Planning
Education
Loyola University Maryland 1994 — 1998
BBA, Finance
Fairfield College Preparatory School 1990 — 1994
Carol DeJoseph Carol DeJoseph's Merrill Lynch Experience July 2002 - July 2003
Job Director Group Internal Audit at UBS AG
Industry Financial Services
Experience
UBS July 2010 - Present
UBS July 2003 - July 2010
Merrill Lynch July 2002 - July 2003
Skills
AML, Series 7, KYC, Financial Regulation, Risk Management, Financial Services, Financial Risk, Wealth Management, Fixed Income, Operational Risk, Operational Risk..., Securities
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
UBS July 2010 - Present
UBS July 2003 - July 2010
Merrill Lynch July 2002 - July 2003
Skills
AML, Series 7, KYC, Financial Regulation, Risk Management, Financial Services, Financial Risk, Wealth Management, Fixed Income, Operational Risk, Operational Risk..., Securities
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Alexa Engert Alexa Engert's Merrill Lynch Experience July 2009 - August 2009
Job Communications Planning Supervisor at Optimedia US
Industry Public Relations and Communications
Experience
Optimedia US May 2014 - Present
GroupM September 2012 - May 2014
GroupM August 2011 - August 2012
Ann Taylor Corporation November 2010 - December 2010
The Zucker Hillside Hospital July 2010 - August 2010
Merrill Lynch July 2009 - August 2009
Plaza Too March 2006 - August 2008
InterWire Products July 2006 - August 2006
Skills
Public Relations, Fashion, Sales, Negotiation, Time Management, Social Media, Social Media Marketing, Advertising, Digital Marketing, Social Networking, PowerPoint, Facebook, Market Research, Online Advertising, Event Planning, Microsoft Excel, Microsoft Office, Marketing Communications, Microsoft Word, Marketing, Marketing Strategy, Event Management, Online Marketing, Leadership, Strategic Communications
Education
Union College 2008 — 2011
BS, Psychology
Loyola University Maryland 2007 — 2008
Optimedia US May 2014 - Present
GroupM September 2012 - May 2014
GroupM August 2011 - August 2012
Ann Taylor Corporation November 2010 - December 2010
The Zucker Hillside Hospital July 2010 - August 2010
Merrill Lynch July 2009 - August 2009
Plaza Too March 2006 - August 2008
InterWire Products July 2006 - August 2006
Skills
Public Relations, Fashion, Sales, Negotiation, Time Management, Social Media, Social Media Marketing, Advertising, Digital Marketing, Social Networking, PowerPoint, Facebook, Market Research, Online Advertising, Event Planning, Microsoft Excel, Microsoft Office, Marketing Communications, Microsoft Word, Marketing, Marketing Strategy, Event Management, Online Marketing, Leadership, Strategic Communications
Education
Union College 2008 — 2011
BS, Psychology
Loyola University Maryland 2007 — 2008
Tara Fox Tara Fox's Merrill Lynch Experience 2000 - 2001
Job Assistant Vice President, Sr. Exchange Coordinator at Investment Property Exchange Services, Inc (IPX1031)
Industry Financial Services
Experience
Investment Property Exchange Services, Inc (IPX1031) June 2012 - Present
NES Financial November 2008 - May 2012
JP Morgan Property Exchange December 2006 - November 2008
AZHomplace.com 2006 - 2006
First American Exchange Company 2003 - 2006
MFS Investment Management 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investments, Title Insurance, Escrow, Loans, Real Estate, Mortgage Lending, Banking, Real Estate Transactions, REO, CRM, Investment Properties
Education
Loyola University of Chicago 1995 — 1999
Bachelor's degree, Criminal Justice and Corrections
Investment Property Exchange Services, Inc (IPX1031) June 2012 - Present
NES Financial November 2008 - May 2012
JP Morgan Property Exchange December 2006 - November 2008
AZHomplace.com 2006 - 2006
First American Exchange Company 2003 - 2006
MFS Investment Management 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Investments, Title Insurance, Escrow, Loans, Real Estate, Mortgage Lending, Banking, Real Estate Transactions, REO, CRM, Investment Properties
Education
Loyola University of Chicago 1995 — 1999
Bachelor's degree, Criminal Justice and Corrections
Kevin Dwyer Kevin Dwyer's Merrill Lynch Experience 1994 - 1997
Job Regional Sales Manager at Mobility Works
Industry Transportation/Trucking/Railroad
Experience
Mobility Works August 2012 - Present
Data Network Solutions October 2011 - August 2012
Earthlink Business formerly One Communications August 2006 - September 2011
On Fiber June 2004 - July 2006
XO Communications January 2001 - June 2004
Applied Systems 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Strategic Planning, Account Management, Consulting, CRM, Sales Process, Salesforce.com, Selling, Sales Management, Competitive Analysis, Strategy, Negotiation, Marketing, Marketing Strategy, Telecommunications, Team Leadership, Customer Service, Contract Negotiation, Pricing, Sales, Cold Calling, Business Development, Direct Sales
Education
Loyola College in Maryland 1989 — 1993
BA, Marketing
Christian Brothers Academy 1985 — 1989
High School Diploma
Mobility Works August 2012 - Present
Data Network Solutions October 2011 - August 2012
Earthlink Business formerly One Communications August 2006 - September 2011
On Fiber June 2004 - July 2006
XO Communications January 2001 - June 2004
Applied Systems 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Strategic Planning, Account Management, Consulting, CRM, Sales Process, Salesforce.com, Selling, Sales Management, Competitive Analysis, Strategy, Negotiation, Marketing, Marketing Strategy, Telecommunications, Team Leadership, Customer Service, Contract Negotiation, Pricing, Sales, Cold Calling, Business Development, Direct Sales
Education
Loyola College in Maryland 1989 — 1993
BA, Marketing
Christian Brothers Academy 1985 — 1989
High School Diploma
Stephen Ciampaglio Stephen Ciampaglio's Merrill Lynch Experience June 2012 - August 2012
Job Account Executive at Yelp
Industry Marketing and Advertising
Experience
Yelp November 2014 - Present
Shoe and Sneaker Barn June 2010 - November 2014
Precision Sports Entertainment September 2013 - May 2014
GEDCO (Govans Ecumenical Development Corporation) January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Time Management, Sales, Microsoft Excel, Teamwork, PowerPoint, Marketing
Education
Loyola College in Maryland 2009 — 2013
Bachelor's Degree, Marketing
Loyola University Maryland 2009 — 2013
Bachelor's Degree, Marketing
West Morris Mendham High School 2006 — 2009
Yelp November 2014 - Present
Shoe and Sneaker Barn June 2010 - November 2014
Precision Sports Entertainment September 2013 - May 2014
GEDCO (Govans Ecumenical Development Corporation) January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Time Management, Sales, Microsoft Excel, Teamwork, PowerPoint, Marketing
Education
Loyola College in Maryland 2009 — 2013
Bachelor's Degree, Marketing
Loyola University Maryland 2009 — 2013
Bachelor's Degree, Marketing
West Morris Mendham High School 2006 — 2009
Ann Crehan Ann Crehan's Merrill Lynch Experience January 1999 - December 2009
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services August 2010 - Present
CFP(r) March 2002 - Present
Merrill Lynch January 1999 - December 2009
M&T Bank July 1996 - February 1999
First National Bank of Maryland January 1998 - January 1999
First National Bank of MD January 1997 - January 1998
First National Bank of MD January 1996 - January 1997
Education
Loyola University Maryland 1997 — 2000
MBA, Finance Concentration
Mount Saint Mary's College 1992 — 1996
Bachelor of Science (B.S.), Business
American CollegeBryn
Loyola College
MBA, Finance
Mount St. Mary's University
BS, Business; Finance
Edelman Financial Services August 2010 - Present
CFP(r) March 2002 - Present
Merrill Lynch January 1999 - December 2009
M&T Bank July 1996 - February 1999
First National Bank of Maryland January 1998 - January 1999
First National Bank of MD January 1997 - January 1998
First National Bank of MD January 1996 - January 1997
Education
Loyola University Maryland 1997 — 2000
MBA, Finance Concentration
Mount Saint Mary's College 1992 — 1996
Bachelor of Science (B.S.), Business
American CollegeBryn
Loyola College
MBA, Finance
Mount St. Mary's University
BS, Business; Finance
Daniel E. Doyle Daniel E. Doyle's Merrill Lynch Experience March 2012 - January 2013
Job Public Affairs & Marketing Specialist at Keystone First/ AmeriHealth Caritas
Industry Hospital & Health Care
Experience
Keystone First/AmeriHealth Caritas March 2015 - Present
Catholic Travel Centre - Burbank, CA February 2014 - Present
Independence Blue Cross October 2014 - February 2015
Vanguard February 2013 - August 2013
Merrill Lynch March 2012 - January 2013
Devon Health Services August 2011 - February 2012
Villanova University August 1996 - August 2011
Wyeth Laboratories (now Pfizer) December 1979 - September 1984
Skills
directed sales training, taught sales..., created learning modules, Insurance, Sales, Nonprofits, Medicare, Fundraising, Leadership Development, Coaching, Microsoft Office, Event Planning, Community Outreach, Social Media, Microsoft Excel, PowerPoint, Claim, Customer Service, Training, Employee Benefits, Editing, Health Insurance, Healthcare, Public Speaking, Dynamic Speaker, Foreign Languages, Travel Arrangements, Management, University Teaching, Religious Studies, Presentation Skills, Teaching, Theology
Education
Augustinianum 1987 — 1993
S.T.D., Patristic Theology-Early Christian Studies
Loyola University Maryland 1976 — 1978
M.S., Psychology
Washington Theological Union 1975 — 1978
MA, Theology
Villanova University 1971 — 1975
BA, Sociology
Keystone First/AmeriHealth Caritas March 2015 - Present
Catholic Travel Centre - Burbank, CA February 2014 - Present
Independence Blue Cross October 2014 - February 2015
Vanguard February 2013 - August 2013
Merrill Lynch March 2012 - January 2013
Devon Health Services August 2011 - February 2012
Villanova University August 1996 - August 2011
Wyeth Laboratories (now Pfizer) December 1979 - September 1984
Skills
directed sales training, taught sales..., created learning modules, Insurance, Sales, Nonprofits, Medicare, Fundraising, Leadership Development, Coaching, Microsoft Office, Event Planning, Community Outreach, Social Media, Microsoft Excel, PowerPoint, Claim, Customer Service, Training, Employee Benefits, Editing, Health Insurance, Healthcare, Public Speaking, Dynamic Speaker, Foreign Languages, Travel Arrangements, Management, University Teaching, Religious Studies, Presentation Skills, Teaching, Theology
Education
Augustinianum 1987 — 1993
S.T.D., Patristic Theology-Early Christian Studies
Loyola University Maryland 1976 — 1978
M.S., Psychology
Washington Theological Union 1975 — 1978
MA, Theology
Villanova University 1971 — 1975
BA, Sociology
Tim Koch Tim Koch's Merrill Lynch Experience June 2009 - July 2009
Job Senior Consultant at Capco
Industry Financial Services
Experience
Capco October 2015 - Present
Capco March 2013 - Present
Capco January 2012 - March 2013
Bevan, Mosca, Giuditta, & Zarillo, P.C. October 2010 - December 2011
CV Starr July 2010 - October 2010
Center Court Athletic Club December 2008 - August 2009
Merrill Lynch June 2009 - July 2009
Skills
Financial Modeling, Capital Markets, Valuation, Equities, Bloomberg, Corporate Finance, Derivatives, Fixed Income, Equity Research, Bloomberg Terminal, Securities, Equity Valuation, Alternative Investments, Options, Bonds, Risk Management, Supplier Risk Management
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
Monash University 2008 — 2008
Study Abroad
Delbarton 2000 — 2006
Capco October 2015 - Present
Capco March 2013 - Present
Capco January 2012 - March 2013
Bevan, Mosca, Giuditta, & Zarillo, P.C. October 2010 - December 2011
CV Starr July 2010 - October 2010
Center Court Athletic Club December 2008 - August 2009
Merrill Lynch June 2009 - July 2009
Skills
Financial Modeling, Capital Markets, Valuation, Equities, Bloomberg, Corporate Finance, Derivatives, Fixed Income, Equity Research, Bloomberg Terminal, Securities, Equity Valuation, Alternative Investments, Options, Bonds, Risk Management, Supplier Risk Management
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
Monash University 2008 — 2008
Study Abroad
Delbarton 2000 — 2006
Katy Nolan Katy Nolan's Merrill Lynch Experience January 2012 - May 2012
Job Professional Sales Representative
Industry Pharmaceuticals
Experience
Gemini Laboratories December 2014 - Present
ADP September 2013 - December 2014
Merrill Lynch January 2012 - May 2012
Test Soup September 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Facebook, Customer Service, HTML, Editing, Teamwork, Access, Social Networking, Leadership, Management, Salesforce.com
Education
Loyola College in Maryland 2008 — 2012
Bachelor of Business Administration (BBA), International Business
Gemini Laboratories December 2014 - Present
ADP September 2013 - December 2014
Merrill Lynch January 2012 - May 2012
Test Soup September 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Facebook, Customer Service, HTML, Editing, Teamwork, Access, Social Networking, Leadership, Management, Salesforce.com
Education
Loyola College in Maryland 2008 — 2012
Bachelor of Business Administration (BBA), International Business
Patrick Morin, CAIA Patrick Morin, CAIA's Merrill Lynch Experience July 2012 - July 2014
Job Institutional Equities
Industry Financial Services
Experience
Citi August 2014 - Present
Merrill Lynch July 2012 - July 2014
Feingold O'Keeffe Capital, LLC September 2007 - March 2012
K Capital Partners March 2006 - July 2007
UBS Investment Bank July 2005 - March 2006
Morgan Stanley June 1994 - July 2005
Quick & Reilly 1990 - 1992
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Investor Relations, Prime Brokerage, Institutional Investors, Wealth Management, Institutional..., Equities, Asset Management, Securities, Investment Management, Investment Banking, Funding, Capital Markets, Financial Services, Fixed Income, Series 7, Due Diligence, Asset Allocation, Finance, Wealth Management..., Investments, Strategy, Sales Management
Education
Loyola University Maryland 1990 — 1994
BBA, Finance
Paramus Catholic High School 1986 — 1990
Citi August 2014 - Present
Merrill Lynch July 2012 - July 2014
Feingold O'Keeffe Capital, LLC September 2007 - March 2012
K Capital Partners March 2006 - July 2007
UBS Investment Bank July 2005 - March 2006
Morgan Stanley June 1994 - July 2005
Quick & Reilly 1990 - 1992
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Investor Relations, Prime Brokerage, Institutional Investors, Wealth Management, Institutional..., Equities, Asset Management, Securities, Investment Management, Investment Banking, Funding, Capital Markets, Financial Services, Fixed Income, Series 7, Due Diligence, Asset Allocation, Finance, Wealth Management..., Investments, Strategy, Sales Management
Education
Loyola University Maryland 1990 — 1994
BBA, Finance
Paramus Catholic High School 1986 — 1990
Michael Krako Michael Krako's Merrill Lynch Experience August 2005 - August 2007
Job Wealth Management Sr. Private Banker
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Robert W. Baird & Co. February 2010 - September 2011
MORGAN STANLEY / SMITH BARNEY August 2007 - February 2010
Merrill Lynch August 2005 - August 2007
MERRILL LYNCH BUSINESS FINANCIAL SERVICES August 2004 - August 2005
Merrill Lynch July 2003 - August 2005
Skills
Finance, Securities, Series 7, Portfolio Management, Credit, Investments, Wealth Management, Financial Services, Loans, Management
Education
Loyola University Maryland 1999 — 2003
Bachelor, Business Administration; Marketing
Christian Brothers Academy 1994 — 1999
Wells Fargo August 2011 - Present
Robert W. Baird & Co. February 2010 - September 2011
MORGAN STANLEY / SMITH BARNEY August 2007 - February 2010
Merrill Lynch August 2005 - August 2007
MERRILL LYNCH BUSINESS FINANCIAL SERVICES August 2004 - August 2005
Merrill Lynch July 2003 - August 2005
Skills
Finance, Securities, Series 7, Portfolio Management, Credit, Investments, Wealth Management, Financial Services, Loans, Management
Education
Loyola University Maryland 1999 — 2003
Bachelor, Business Administration; Marketing
Christian Brothers Academy 1994 — 1999
Daniel Frick's Merrill Lynch Experience July 2008 - August 2012
Job Financial Advisor at Financial Management Professionals
Industry Financial Services
Experience
Financial Management Professionals September 2012 - Present
Merrill Lynch July 2008 - August 2012
Merrill Lynch July 2007 - July 2008
Skills
Certified Financial..., Chartered Financial...
Education
Loyola University New Orleans 2003 — 2007
Bachelor of Business Administration (BBA), Finance and International Business
Financial Management Professionals September 2012 - Present
Merrill Lynch July 2008 - August 2012
Merrill Lynch July 2007 - July 2008
Skills
Certified Financial..., Chartered Financial...
Education
Loyola University New Orleans 2003 — 2007
Bachelor of Business Administration (BBA), Finance and International Business
Bret Stucker's Merrill Lynch Experience June 2007 - August 2007
Job Materials Coordinator Supply Chain at Ensco plc
Industry Oil & Energy
Experience
Ensco plc October 2014 - Present
Ensco plc April 2012 - October 2014
Ensco plc September 2011 - April 2012
Sterne Agee July 2009 - October 2009
Wachovia Securities January 2009 - May 2009
Wachovia Securities August 2007 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Excel, Negotiation, Project Management, Project Planning, Contract Management, Forecasting, Energy, Supply Chain, Purchasing, Procurement, Contract Negotiation, Data Analysis, Supplier Quality, Teamwork, Supply Chain..., Budgets, Supplier Development
Education
Loyola University New Orleans 2009 — 2011
MBA, Finance
University of Louisiana at Lafayette 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Ensco plc October 2014 - Present
Ensco plc April 2012 - October 2014
Ensco plc September 2011 - April 2012
Sterne Agee July 2009 - October 2009
Wachovia Securities January 2009 - May 2009
Wachovia Securities August 2007 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Excel, Negotiation, Project Management, Project Planning, Contract Management, Forecasting, Energy, Supply Chain, Purchasing, Procurement, Contract Negotiation, Data Analysis, Supplier Quality, Teamwork, Supply Chain..., Budgets, Supplier Development
Education
Loyola University New Orleans 2009 — 2011
MBA, Finance
University of Louisiana at Lafayette 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Douglas M. Lane Douglas M. Lane's Merrill Lynch Experience December 1992 - June 2001
Job Independent Investor
Industry Financial Services
Experience
Kristin Lane Agency June 2011 - Present
Jefferies & Company August 2007 - June 2011
Avondale Partners October 2002 - July 2007
Merrill Lynch December 1992 - June 2001
PNC Bank September 1989 - December 1992
Skills
Equities, Investments, Strategic Communications, Bloomberg, Securities, Series 7, Financial Modeling
Education
Loyola College in Maryland 1987 — 1989
MBA, Finance
University of Richmond 1978 — 1982
BSBA, Management Systems, Economics
McDonogh School 1966 — 1978
Kristin Lane Agency June 2011 - Present
Jefferies & Company August 2007 - June 2011
Avondale Partners October 2002 - July 2007
Merrill Lynch December 1992 - June 2001
PNC Bank September 1989 - December 1992
Skills
Equities, Investments, Strategic Communications, Bloomberg, Securities, Series 7, Financial Modeling
Education
Loyola College in Maryland 1987 — 1989
MBA, Finance
University of Richmond 1978 — 1982
BSBA, Management Systems, Economics
McDonogh School 1966 — 1978
Robert McEnroe, CBCP's Merrill Lynch Experience 1984 - 1989
Job AVP of Business Continuity at Navy Federal Credit Union
Industry Financial Services
Experience
Navy Federal Credit Union May 2012 - Present
Legg Mason 2006 - 2012
Legg Mason 2000 - 2006
Legg Mason 1989 - 2000
Merrill Lynch 1984 - 1989
Merrill Lynch 1980 - 1984
Skills
Business Continuity, Disaster Recovery, Crisis Management, CBCP, Incident Management, Program Management, Strategic Planning, Training & Development, Data Center, IT Management, PMO, Project Portfolio..., Positive Team Player, SDLC, Governance, Change Management, Security, Vendor Management, Leadership, Risk Management, Software Project..., Training, IT Strategy, Management
Education
Loyola College in Maryland 1976 — 1980
BA, Business Administration
Calvert Hall 1972 — 1976
Navy Federal Credit Union May 2012 - Present
Legg Mason 2006 - 2012
Legg Mason 2000 - 2006
Legg Mason 1989 - 2000
Merrill Lynch 1984 - 1989
Merrill Lynch 1980 - 1984
Skills
Business Continuity, Disaster Recovery, Crisis Management, CBCP, Incident Management, Program Management, Strategic Planning, Training & Development, Data Center, IT Management, PMO, Project Portfolio..., Positive Team Player, SDLC, Governance, Change Management, Security, Vendor Management, Leadership, Risk Management, Software Project..., Training, IT Strategy, Management
Education
Loyola College in Maryland 1976 — 1980
BA, Business Administration
Calvert Hall 1972 — 1976
Barbara Sharp Barbara Sharp's Merrill Lynch Experience August 2004 - June 2008
Job Owner Designer at SHARP DESIGN LLC
Industry Philanthropy
Experience
Sharp Design and Consulting December 2009 - Present
SHARP DESIGN LLC August 2004 - Present
Bluemont Capital Advisors, LLC ,Great Falls and Middleburg Va December 2008 - December 2009
Merrill Lynch August 2004 - June 2008
Morgan Stanley Investment Management June 1993 - August 2004
Sharp Design, Baltimore, MD 1983 - 1992
Steven F. Manekin, M.D., P.A., Baltimore, MD 1979 - 1990
Skills
Investments, Non-profits, Marketing Communications, Fundraising, New Business Development, Customer Relations, Public Speaking, Public Relations, Event Planning, Promotions, Event Management, Healthcare, Strategic Planning, Marketing Strategy, Advertising, Budgeting, Business Strategy, Budgets, Mergers & Acquisitions, Nonprofits, Social Media, Business Development, Social Networking, Marketing, Sales, Customer Service, Forecasting, Entrepreneurship, Finance, Portfolio Management, Wealth Management, Strategy, Real Estate, Small Business, Risk Management, Start-ups, Leadership, Community Outreach, Executive Management, Business Planning, Strategic Partnerships
Education
Loyola University Maryland 1991 — 1993
MBA, Finance
Maryland Institute College of Art 1974 — 1978
BFA, Painting, Print Making History
The Maryland Institute College of Art 1974 — 1978
Bachelor of Arts (BA), Painting/Fine Arts
Sharp Design and Consulting December 2009 - Present
SHARP DESIGN LLC August 2004 - Present
Bluemont Capital Advisors, LLC ,Great Falls and Middleburg Va December 2008 - December 2009
Merrill Lynch August 2004 - June 2008
Morgan Stanley Investment Management June 1993 - August 2004
Sharp Design, Baltimore, MD 1983 - 1992
Steven F. Manekin, M.D., P.A., Baltimore, MD 1979 - 1990
Skills
Investments, Non-profits, Marketing Communications, Fundraising, New Business Development, Customer Relations, Public Speaking, Public Relations, Event Planning, Promotions, Event Management, Healthcare, Strategic Planning, Marketing Strategy, Advertising, Budgeting, Business Strategy, Budgets, Mergers & Acquisitions, Nonprofits, Social Media, Business Development, Social Networking, Marketing, Sales, Customer Service, Forecasting, Entrepreneurship, Finance, Portfolio Management, Wealth Management, Strategy, Real Estate, Small Business, Risk Management, Start-ups, Leadership, Community Outreach, Executive Management, Business Planning, Strategic Partnerships
Education
Loyola University Maryland 1991 — 1993
MBA, Finance
Maryland Institute College of Art 1974 — 1978
BFA, Painting, Print Making History
The Maryland Institute College of Art 1974 — 1978
Bachelor of Arts (BA), Painting/Fine Arts
Marc H. Harrison Marc H. Harrison's Merrill Lynch Experience 2009 - October 2013
Job Manager, Seller Accounts at Rubicon Project
Industry Marketing and Advertising
Experience
Rubicon Project 2015 - Present
Rubicon Project October 2013 - August 2015
Merrill Lynch 2009 - October 2013
Merrill Lynch 2008 - 2009
Bloomberg 2005 - 2007
Skills
Bloomberg, Fixed Income, Relationship Management, Trading, Electronic Trading, Business Development, Analytics, Online Advertising, Management, Digital Media, Sales, Social Media Marketing, Social Media, Advertising Sales, Financial Services, Credit Derivatives, Bloomberg Terminal, Onboarding, Global Business...
Education
Loyola University Maryland 2000 — 2004
BA, Public Relations, Advertising, and Applied Communication
Saint David's School
Rubicon Project 2015 - Present
Rubicon Project October 2013 - August 2015
Merrill Lynch 2009 - October 2013
Merrill Lynch 2008 - 2009
Bloomberg 2005 - 2007
Skills
Bloomberg, Fixed Income, Relationship Management, Trading, Electronic Trading, Business Development, Analytics, Online Advertising, Management, Digital Media, Sales, Social Media Marketing, Social Media, Advertising Sales, Financial Services, Credit Derivatives, Bloomberg Terminal, Onboarding, Global Business...
Education
Loyola University Maryland 2000 — 2004
BA, Public Relations, Advertising, and Applied Communication
Saint David's School
Brendan Lynch, CFA Brendan Lynch, CFA's Merrill Lynch Experience December 2007 - February 2011
Job Analyst at Manatuck Hill Partners
Industry Financial Services
Experience
Manatuck Hill Partners May 2015 - Present
Sidoti & Company, LLC August 2012 - April 2015
US Peace Corps January 2012 - June 2012
Dahlman Rose & Co. March 2011 - August 2011
Merrill Lynch December 2007 - February 2011
Peace Corps August 2004 - September 2006
Skills
Equity Sales, Equity Analysis, Trading, Series 7, Equities, Capital Markets, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Finance, Bloomberg, Commodity, Equity Research, Series 63, Investments, Securities, Hedge Funds
Education
Loyola College in Maryland 1999 — 2003
BA, Political Science
Glastonbury High School
Manatuck Hill Partners May 2015 - Present
Sidoti & Company, LLC August 2012 - April 2015
US Peace Corps January 2012 - June 2012
Dahlman Rose & Co. March 2011 - August 2011
Merrill Lynch December 2007 - February 2011
Peace Corps August 2004 - September 2006
Skills
Equity Sales, Equity Analysis, Trading, Series 7, Equities, Capital Markets, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Finance, Bloomberg, Commodity, Equity Research, Series 63, Investments, Securities, Hedge Funds
Education
Loyola College in Maryland 1999 — 2003
BA, Political Science
Glastonbury High School
John Oghia's Merrill Lynch Experience September 2006 - December 2006
Job Director, Pricing & Revenue Forecasting at Meredith Corporation
Industry Marketing and Advertising
Experience
Meredith Corporation December 2013 - Present
Meredith Corporation August 2012 - November 2013
Meredith Corporation March 2010 - August 2011
Meredith December 2007 - April 2010
Merrill Lynch September 2006 - December 2006
Skills
Online Advertising, Pricing Strategy, Analytics, Advertising, comScore, Omniture, Digital Media, Advertising Sales, Digital Marketing, Web Analytics, Media Planning, DoubleClick, Integrated Marketing, Customer Insight, Market Research, Management, Analysis, Mobile Advertising, Digital Strategy, Marketing Research, Forecasting, Advertising Research, Nielsen, Social Media Marketing, Segmentation, Online Research, Microsoft Excel, Marketing Strategy, Competitive Analysis, Leadership, Sales, Revenue Forecasting, Krux, Audience Segmentation, Yield Management, Inventory Management, Sales Operations, Pivot Tables, Macro, Microsoft Office, Mobile Technology, Magazine Advertising, Strategy, Mobile Marketing, Interactive Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
Loyola University Maryland 2003 — 2007
BA, Economics
Meredith Corporation December 2013 - Present
Meredith Corporation August 2012 - November 2013
Meredith Corporation March 2010 - August 2011
Meredith December 2007 - April 2010
Merrill Lynch September 2006 - December 2006
Skills
Online Advertising, Pricing Strategy, Analytics, Advertising, comScore, Omniture, Digital Media, Advertising Sales, Digital Marketing, Web Analytics, Media Planning, DoubleClick, Integrated Marketing, Customer Insight, Market Research, Management, Analysis, Mobile Advertising, Digital Strategy, Marketing Research, Forecasting, Advertising Research, Nielsen, Social Media Marketing, Segmentation, Online Research, Microsoft Excel, Marketing Strategy, Competitive Analysis, Leadership, Sales, Revenue Forecasting, Krux, Audience Segmentation, Yield Management, Inventory Management, Sales Operations, Pivot Tables, Macro, Microsoft Office, Mobile Technology, Magazine Advertising, Strategy, Mobile Marketing, Interactive Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
Loyola University Maryland 2003 — 2007
BA, Economics
Ronald S Davis Ronald S Davis's Merrill Lynch Experience September 2006 - June 2008
Job Chief Business Strategist Referral Ignition at Referral Ignition
Industry Management Consulting
Experience
Referral Ignition April 2010 - Present
Merrill Lynch September 2006 - June 2008
ABN AMRO Bank N.V. February 2001 - September 2006
Skills
Marketing Strategy, Entrepreneurship, Management, Healthcare, Strategic Planning, Business Development, Business Strategy, Team Building, Coaching, Online Advertising, Business Analysis, Trading, Strategic Consulting, Marketing Copy, Finance, Product Launch, Copy Editing, Online Marketing, Options, Electronic Trading, Negotiation, Small Business, Copywriting, Account Management, Executive Coaching, Wellness, Fitness
Education
Loyola University of Chicago
Referral Ignition April 2010 - Present
Merrill Lynch September 2006 - June 2008
ABN AMRO Bank N.V. February 2001 - September 2006
Skills
Marketing Strategy, Entrepreneurship, Management, Healthcare, Strategic Planning, Business Development, Business Strategy, Team Building, Coaching, Online Advertising, Business Analysis, Trading, Strategic Consulting, Marketing Copy, Finance, Product Launch, Copy Editing, Online Marketing, Options, Electronic Trading, Negotiation, Small Business, Copywriting, Account Management, Executive Coaching, Wellness, Fitness
Education
Loyola University of Chicago
Calvin Reyes Calvin Reyes's Merrill Lynch Experience August 2012 - December 2012
Job Account Executive at NewDay USA
Industry Financial Services
Experience
NewDay USA December 2014 - Present
CIO Resources April 2014 - Present
StartFinder January 2014 - Present
NewDay USA July 2014 - December 2014
Bethesda Financial Advisors, LLC January 2013 - December 2013
Merrill Lynch August 2012 - December 2012
MetLife August 2011 - December 2012
BAE Systems May 2011 - May 2012
Skills
Management, Sales, Program Management, Finance, Networking, Nonprofits, Financial Services, Cold Calling, Leadership, Business Development, Process Improvement, Strategic Planning, Analysis, Marketing, CRM
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Gonzaga College High School 2004 — 2008
High School Diploma
NewDay USA December 2014 - Present
CIO Resources April 2014 - Present
StartFinder January 2014 - Present
NewDay USA July 2014 - December 2014
Bethesda Financial Advisors, LLC January 2013 - December 2013
Merrill Lynch August 2012 - December 2012
MetLife August 2011 - December 2012
BAE Systems May 2011 - May 2012
Skills
Management, Sales, Program Management, Finance, Networking, Nonprofits, Financial Services, Cold Calling, Leadership, Business Development, Process Improvement, Strategic Planning, Analysis, Marketing, CRM
Education
Loyola University Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Gonzaga College High School 2004 — 2008
High School Diploma
Elizabeth Petrozzini Elizabeth Petrozzini's Merrill Lynch Experience 2005 - 2008
Job Vice President, Retirement Marketing at BlackRock
Industry Marketing and Advertising
Experience
BlackRock January 2011 - Present
BlackRock August 2008 - December 2010
Merrill Lynch 2005 - 2008
Skills
Retirement, Retirement Planning, 401k, Marketing, Marketing Strategy, Integrated Marketing, Multi-media Marketing..., Defined Contribution, Investments, Financial Services
Education
Loyola University Maryland 2000 — 2004
Bachelor of Science (BS), Finance, General
BlackRock January 2011 - Present
BlackRock August 2008 - December 2010
Merrill Lynch 2005 - 2008
Skills
Retirement, Retirement Planning, 401k, Marketing, Marketing Strategy, Integrated Marketing, Multi-media Marketing..., Defined Contribution, Investments, Financial Services
Education
Loyola University Maryland 2000 — 2004
Bachelor of Science (BS), Finance, General
Jordan Magee Jordan Magee's Merrill Lynch Experience June 2011 - January 2013
Job Senior Financial Analyst at OSO Incorporated
Industry Construction
Experience
OSO, Incorporated January 2013 - Present
Merrill Lynch June 2011 - January 2013
Xerox Corporation June 2010 - August 2010
AXA Financial June 2009 - August 2009
Greater Rochester Enterprise June 2007 - August 2007
Paradigm Environmental Services, Inc. June 2006 - August 2006
Skills
Salesforce.com, Portfolio Management, Marketing Strategy, Marketing, Management, Leadership, Finance, Business Strategy, Insurance, Time Management, Investments, Retirement Planning, Strategic Financial..., Financial Analysis
Education
Rochester Institute of Technology 2009 — 2011
MBA, Finance, Marketing
Loyola College in Maryland 2005 — 2009
BBA / Bachelor, Business Administration; Economics
OSO, Incorporated January 2013 - Present
Merrill Lynch June 2011 - January 2013
Xerox Corporation June 2010 - August 2010
AXA Financial June 2009 - August 2009
Greater Rochester Enterprise June 2007 - August 2007
Paradigm Environmental Services, Inc. June 2006 - August 2006
Skills
Salesforce.com, Portfolio Management, Marketing Strategy, Marketing, Management, Leadership, Finance, Business Strategy, Insurance, Time Management, Investments, Retirement Planning, Strategic Financial..., Financial Analysis
Education
Rochester Institute of Technology 2009 — 2011
MBA, Finance, Marketing
Loyola College in Maryland 2005 — 2009
BBA / Bachelor, Business Administration; Economics
Peter Romanowsky Peter Romanowsky's Merrill Lynch Experience September 2009 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Feldco May 2009 - September 2009
The Glen Club April 2008 - September 2009
CordeValle September 2003 - August 2007
Skills
Series 7, Wealth Management, Uniform Combined State..., Sales, Microsoft Excel, Series 63
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2010
MBA - Finance
Loyola University of Chicago 2005 — 2009
Bachelor's - Triple Major: Finance, Economics and Operations Management
Bellarmine College Preparatory 2001 — 2005
Merrill Lynch September 2009 - Present
Feldco May 2009 - September 2009
The Glen Club April 2008 - September 2009
CordeValle September 2003 - August 2007
Skills
Series 7, Wealth Management, Uniform Combined State..., Sales, Microsoft Excel, Series 63
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2010
MBA - Finance
Loyola University of Chicago 2005 — 2009
Bachelor's - Triple Major: Finance, Economics and Operations Management
Bellarmine College Preparatory 2001 — 2005
Mindy Balonick Mindy Balonick's Merrill Lynch Experience June 2004 - August 2004
Job Senior Project Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments July 2009 - Present
Loyola University November 2007 - June 2009
Comerica Bank May 2005 - July 2007
Merrill Lynch June 2004 - August 2004
Education
Loyola University Chicago 2007 — 2009
MBA, Finance, Accounting
University of Michigan 2001 — 2005
BS, Statistics, Psychology
Russell Investments July 2009 - Present
Loyola University November 2007 - June 2009
Comerica Bank May 2005 - July 2007
Merrill Lynch June 2004 - August 2004
Education
Loyola University Chicago 2007 — 2009
MBA, Finance, Accounting
University of Michigan 2001 — 2005
BS, Statistics, Psychology
Marc X Connolly CIMA® Marc X Connolly CIMA®'s Merrill Lynch Experience October 1994 - July 1995
Job Regional Vice President at Financial Products (division of Credit Suisse)
Industry Financial Services
Experience
Financial Products October 2012 - April 2015
Russell Investments May 2011 - August 2012
BlackRock November 2007 - March 2011
UBS Wealth Management July 1997 - May 2007
Investor Associates October 1995 - July 1997
Merrill Lynch October 1994 - July 1995
Skills
Series 7, Series 63, Series 65, FINRA, ETFs, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Separately Managed..., CIMA
Education
Loyola University Maryland 1989 — 1993
BS, Politial Science
Financial Products October 2012 - April 2015
Russell Investments May 2011 - August 2012
BlackRock November 2007 - March 2011
UBS Wealth Management July 1997 - May 2007
Investor Associates October 1995 - July 1997
Merrill Lynch October 1994 - July 1995
Skills
Series 7, Series 63, Series 65, FINRA, ETFs, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Separately Managed..., CIMA
Education
Loyola University Maryland 1989 — 1993
BS, Politial Science
Karen (Nichols) Dorn Karen (Nichols) Dorn's Merrill Lynch Experience September 2005 - September 2009
Job Office Manager at Dorn Fire Protection
Industry Construction
Experience
Dorn Fire Protection October 2012 - Present
Cincinnati Symphony Orchestra July 2012 - October 2012
Greater Cincinnati Arts and Education Center February 2010 - August 2012
Merrill Lynch September 2005 - September 2009
Cinergy 1999 - 2005
University of Cincinnati 1998 - 2000
Northern Kentucky University 1998 - 2000
Skills
Fundraising, Public Speaking, Event Planning, Team Building, Marketing Strategy, Customer Relations, Microsoft Office, Proposal Writing, Writing, Public Relations, Editing, Event Management, Marketing Communications, Copywriting, Training & Development, Teaching, Presentation Development, Community Relations, Volunteer Management, Budget Management, Services Marketing, Certified Project..., Conference Management, Nonprofit Leadership, Arts Administration
Education
Vanderbilt University 1994 — 1997
MA, English Literature
Loyola University Chicago 1989 — 1993
BA, English Literature
Dorn Fire Protection October 2012 - Present
Cincinnati Symphony Orchestra July 2012 - October 2012
Greater Cincinnati Arts and Education Center February 2010 - August 2012
Merrill Lynch September 2005 - September 2009
Cinergy 1999 - 2005
University of Cincinnati 1998 - 2000
Northern Kentucky University 1998 - 2000
Skills
Fundraising, Public Speaking, Event Planning, Team Building, Marketing Strategy, Customer Relations, Microsoft Office, Proposal Writing, Writing, Public Relations, Editing, Event Management, Marketing Communications, Copywriting, Training & Development, Teaching, Presentation Development, Community Relations, Volunteer Management, Budget Management, Services Marketing, Certified Project..., Conference Management, Nonprofit Leadership, Arts Administration
Education
Vanderbilt University 1994 — 1997
MA, English Literature
Loyola University Chicago 1989 — 1993
BA, English Literature
Phill Porpora Jr's Merrill Lynch Experience June 2014 - Present
Job Associate Market Executive at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch May 2010 - May 2014
Merrill Lynch June 2006 - May 2010
Skills
Series 7, Series 66, Series 9, Series 10, Wealth Management, Wealth Management..., Risk Management, Practice Management, Fiduciary, Financial Services, Relationship Management, Financial Advisory
Education
Loyola University of Chicago 2010 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Miami University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch June 2014 - Present
Merrill Lynch May 2010 - May 2014
Merrill Lynch June 2006 - May 2010
Skills
Series 7, Series 66, Series 9, Series 10, Wealth Management, Wealth Management..., Risk Management, Practice Management, Fiduciary, Financial Services, Relationship Management, Financial Advisory
Education
Loyola University of Chicago 2010 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Miami University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Kevin Albanese's Merrill Lynch Experience January 2008 - June 2008
Job District Manager EMC
Industry Information Technology and Services
Experience
EMC March 2015 - Present
EMC July 2014 - March 2015
EMC September 2011 - June 2014
EMC June 2008 - September 2011
Merrill Lynch January 2008 - June 2008
Skills
Cloud Computing, Virtualization, Disaster Recovery, Storage, VMware, Integration, Sales Operations, Sales, Solution Selling, Salesforce.com, SaaS, Enterprise Software, Account Management, Sales Process, Professional Services, Direct Sales, Data Center, Channel Partners, Managed Services, CRM, Cold Calling, IT Strategy, Management, New Business Development, Strategic Planning, Storage Area Networks
Education
Loyola College in Maryland
Finance
EMC March 2015 - Present
EMC July 2014 - March 2015
EMC September 2011 - June 2014
EMC June 2008 - September 2011
Merrill Lynch January 2008 - June 2008
Skills
Cloud Computing, Virtualization, Disaster Recovery, Storage, VMware, Integration, Sales Operations, Sales, Solution Selling, Salesforce.com, SaaS, Enterprise Software, Account Management, Sales Process, Professional Services, Direct Sales, Data Center, Channel Partners, Managed Services, CRM, Cold Calling, IT Strategy, Management, New Business Development, Strategic Planning, Storage Area Networks
Education
Loyola College in Maryland
Finance
Isabella Giordano's Merrill Lynch Experience June 2014 - August 2014
Job Finance Major Graduating May 2016
Industry Higher Education
Experience
Thomson Reuters June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Westo Financial Group November 2011 - July 2013
Hewlett-Woodmere District June 2011 - July 2013
Hollister Co. June 2011 - September 2011
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Data Analysis, Statistics, Higher Education
Education
Loyola University Maryland 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics, Junior
Danish Institute for Study Abroad (DIS) 2015 — 2015
Finance and Economics
George W. Hewlett High School 2008 — 2012
Thomson Reuters June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Westo Financial Group November 2011 - July 2013
Hewlett-Woodmere District June 2011 - July 2013
Hollister Co. June 2011 - September 2011
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Data Analysis, Statistics, Higher Education
Education
Loyola University Maryland 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics, Junior
Danish Institute for Study Abroad (DIS) 2015 — 2015
Finance and Economics
George W. Hewlett High School 2008 — 2012
David Sells's Merrill Lynch Experience May 2008 - August 2008
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte March 2015 - Present
AOC Solutions January 2013 - February 2015
AOC Solutions June 2009 - December 2012
Merrill Lynch May 2008 - August 2008
Skills
Analysis, Financial Reporting, Internal Controls, Strategic Planning, Financial Analysis, Accounting, Process Improvement, Auditing, Sales Management, Budgets, Program Management, Management, Accounts Payable, Customer Service, Microsoft Excel, Microsoft Office, Quality Assurance, Legacy System Conversion, Oracle Financial, CGI scripts, Notepad++, IBM Rational Tools, User Acceptance Testing, Regression Testing, End-to-end Testing, Defect Tracking, Leadership, Finance, Data Analysis, Proposal Writing, Proposal Support, Business Development, Project Status Reporting
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (M.B.A.)
West Virginia University 2005 — 2009
Bachelor of Science (BS), Finance, Summa Cum Laude
Severna Park High School 2001 — 2005
Deloitte March 2015 - Present
AOC Solutions January 2013 - February 2015
AOC Solutions June 2009 - December 2012
Merrill Lynch May 2008 - August 2008
Skills
Analysis, Financial Reporting, Internal Controls, Strategic Planning, Financial Analysis, Accounting, Process Improvement, Auditing, Sales Management, Budgets, Program Management, Management, Accounts Payable, Customer Service, Microsoft Excel, Microsoft Office, Quality Assurance, Legacy System Conversion, Oracle Financial, CGI scripts, Notepad++, IBM Rational Tools, User Acceptance Testing, Regression Testing, End-to-end Testing, Defect Tracking, Leadership, Finance, Data Analysis, Proposal Writing, Proposal Support, Business Development, Project Status Reporting
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (M.B.A.)
West Virginia University 2005 — 2009
Bachelor of Science (BS), Finance, Summa Cum Laude
Severna Park High School 2001 — 2005
Alexis George's Merrill Lynch Experience June 2011 - August 2011
Job Account Executive at Transamerica
Industry Financial Services
Experience
Transamerica June 2013 - Present
Transamerica September 2012 - May 2013
Transamerica May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish-speaking, Account Management, Recruiting, Insurance, Finance, Leadership
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (BBA), International Business
Transamerica June 2013 - Present
Transamerica September 2012 - May 2013
Transamerica May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish-speaking, Account Management, Recruiting, Insurance, Finance, Leadership
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (BBA), International Business
Garlan White Garlan White's Merrill Lynch Experience May 2008 - June 2009
Job Associate Wealth Manager at Bellingrath Wealth Management
Industry Financial Services
Experience
Bellingrath Wealth Management September 2010 - Present
Where Ya' Rack? - A project of Young Leadership Council 2009 - Present
Chase Investment Services Corporation September 2009 - September 2010
Merrill Lynch May 2008 - June 2009
Blanchard and Company September 2007 - April 2008
Merrill Lynch January 2007 - May 2007
Arthur J. Gallagher & Co. June 2006 - August 2006
Skills
Series 7, Licensed Life & Health..., Retirement Planning, Wealth Management, Investments, Insurance, Investment Advisory, Mutual Funds, Series 66
Education
Loyola University New Orleans 2004 — 2008
BBA, Finance & Economics
Loyola University Maryland 2005 — 2005
Bellingrath Wealth Management September 2010 - Present
Where Ya' Rack? - A project of Young Leadership Council 2009 - Present
Chase Investment Services Corporation September 2009 - September 2010
Merrill Lynch May 2008 - June 2009
Blanchard and Company September 2007 - April 2008
Merrill Lynch January 2007 - May 2007
Arthur J. Gallagher & Co. June 2006 - August 2006
Skills
Series 7, Licensed Life & Health..., Retirement Planning, Wealth Management, Investments, Insurance, Investment Advisory, Mutual Funds, Series 66
Education
Loyola University New Orleans 2004 — 2008
BBA, Finance & Economics
Loyola University Maryland 2005 — 2005
Elizabeth Martino Elizabeth Martino's Merrill Lynch Experience June 2012 - August 2012
Job Employee at Davidson Kempner Capital Management
Industry Financial Services
Experience
Davidson Kempner Capital Management November 2013 - Present
Merrill Lynch June 2012 - August 2012
Westwood Capital June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, FINRA, Finance
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1 GPA
Summit High School 2004 — 2009
3.9 GPA
Davidson Kempner Capital Management November 2013 - Present
Merrill Lynch June 2012 - August 2012
Westwood Capital June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, FINRA, Finance
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1 GPA
Summit High School 2004 — 2009
3.9 GPA
Kristen Kovalesky Kristen Kovalesky's Merrill Lynch Experience 2007 - 2010
Job Event Marketing Specialist, New York Stock Exchange (NYSE)
Industry Marketing and Advertising
Experience
NYSE 2011 - Present
Citi 2010 - 2011
Merrill Lynch 2007 - 2010
Merrill Lynch 2005 - 2007
20th Century Fox 2004 - 2004
ABC 2003 - 2003
Education
Loyola College in Maryland 2002 — 2006
BA, Summa Cum Laude, Communications/PR & Marketing
NYSE 2011 - Present
Citi 2010 - 2011
Merrill Lynch 2007 - 2010
Merrill Lynch 2005 - 2007
20th Century Fox 2004 - 2004
ABC 2003 - 2003
Education
Loyola College in Maryland 2002 — 2006
BA, Summa Cum Laude, Communications/PR & Marketing
Dan Eveloff, CPA Dan Eveloff, CPA's Merrill Lynch Experience May 2007 - August 2007
Job Legal Intern at Priority Sports & Entertainment
Industry Accounting
Experience
Priority Sports & Entertainment August 2015 - Present
Intersport May 2015 - July 2015
Deloitte August 2011 - July 2014
Cerner Corporation May 2009 - August 2009
Merrill Lynch May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Internal Controls, GAAP, US GAAP, CPA, Financial Accounting
Education
Northwestern University School of Law 2015 — 2017
Loyola University Chicago School of Law 2014 — 2015
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accountancy
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accounting
University of Kansas 2006 — 2010
Bachelor of Science, Accounting
Priority Sports & Entertainment August 2015 - Present
Intersport May 2015 - July 2015
Deloitte August 2011 - July 2014
Cerner Corporation May 2009 - August 2009
Merrill Lynch May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Internal Controls, GAAP, US GAAP, CPA, Financial Accounting
Education
Northwestern University School of Law 2015 — 2017
Loyola University Chicago School of Law 2014 — 2015
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accountancy
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accounting
University of Kansas 2006 — 2010
Bachelor of Science, Accounting
William (Bill) Eitze William (Bill) Eitze's Merrill Lynch Experience August 1995 - February 1999
Job Financial Advisor First Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2005 - Present
Morgan Stanley February 1999 - February 2005
Merrill Lynch August 1995 - February 1999
Carl M. Freeman Associates January 1990 - April 1995
Skills
Retirement Planning, Alternative Investments, Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Financial Advisory, Retirement Plan...
Education
University of Maryland School of Law 1987 — 1991
Doctor of Law (JD)
University of Baltimore 1984 — 1985
Master of Science (MS)
Loyola College in Maryland 1979 — 1983
Bachelor of Arts (BA), Accounting
Wells Fargo Advisors February 2005 - Present
Morgan Stanley February 1999 - February 2005
Merrill Lynch August 1995 - February 1999
Carl M. Freeman Associates January 1990 - April 1995
Skills
Retirement Planning, Alternative Investments, Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Financial Advisory, Retirement Plan...
Education
University of Maryland School of Law 1987 — 1991
Doctor of Law (JD)
University of Baltimore 1984 — 1985
Master of Science (MS)
Loyola College in Maryland 1979 — 1983
Bachelor of Arts (BA), Accounting
Eric A. Rust, CFP®'s Merrill Lynch Experience September 2005 - August 2013
Job President/Founder at Matador Financial
Industry Investment Management
Experience
Matador Financial Planning, LLC July 2014 - Present
Merrill Lynch September 2005 - August 2013
Embassy of Paraguay 2002 - 2003
Education
Loyola University New Orleans 1998 — 2002
B.B.A, International Business
Bishop Kenny 1996 — 1998
High School
David Glasgow Farragut 1994 — 1996
Rota, Spain, High School
Matador Financial Planning, LLC July 2014 - Present
Merrill Lynch September 2005 - August 2013
Embassy of Paraguay 2002 - 2003
Education
Loyola University New Orleans 1998 — 2002
B.B.A, International Business
Bishop Kenny 1996 — 1998
High School
David Glasgow Farragut 1994 — 1996
Rota, Spain, High School
Garth Grillo Garth Grillo's Merrill Lynch Experience June 2008 - August 2008
Job Equity Research Associate at Nomura
Industry Financial Services
Experience
Nomura May 2015 - Present
Goldman Sachs April 2013 - April 2015
Price Waterhouse Coopers September 2010 - April 2013
Constellation Energy May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Equity Research, Oil & Gas Exploration, Financial Statement..., Capital Markets, Bloomberg, US GAAP, Accounting, Microsoft Office, Financial Reporting, Broker-Dealer, Visual Basic, Investment Management, Financial Statements, Banking, Performance Measurement, Equities, PowerPoint
Education
Loyola College in Maryland 2007 — 2010
BBA, Accounting
Chaminade High School 2002 — 2006
Nomura May 2015 - Present
Goldman Sachs April 2013 - April 2015
Price Waterhouse Coopers September 2010 - April 2013
Constellation Energy May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Equity Research, Oil & Gas Exploration, Financial Statement..., Capital Markets, Bloomberg, US GAAP, Accounting, Microsoft Office, Financial Reporting, Broker-Dealer, Visual Basic, Investment Management, Financial Statements, Banking, Performance Measurement, Equities, PowerPoint
Education
Loyola College in Maryland 2007 — 2010
BBA, Accounting
Chaminade High School 2002 — 2006
Gray Shannahan, CFP® Gray Shannahan, CFP®'s Merrill Lynch Experience May 2008 - September 2008
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2009 - Present
Merrill Lynch May 2008 - September 2008
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Insurance, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Planning, Securities
Education
Loyola College in Maryland 2005 — 2009
BBA, Business, Marketing
Northwestern Mutual September 2009 - Present
Merrill Lynch May 2008 - September 2008
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Insurance, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Planning, Securities
Education
Loyola College in Maryland 2005 — 2009
BBA, Business, Marketing
Matthew Tenaglia Matthew Tenaglia's Merrill Lynch Experience June 2011 - December 2011
Job Sales Manager at Preferred Freezer Services
Industry Warehousing
Experience
Preferred Freezer Services June 2013 - Present
Wasabi Ventures, LLC January 2013 - April 2013
Ahold June 2012 - August 2012
Merrill Lynch June 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Facebook, Twitter, Time Management, Microsoft Office, Customer Service, Public Speaking, Research, Social Networking, Spanish, Marketing
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Boston College High School 2006 — 2009
Preferred Freezer Services June 2013 - Present
Wasabi Ventures, LLC January 2013 - April 2013
Ahold June 2012 - August 2012
Merrill Lynch June 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Facebook, Twitter, Time Management, Microsoft Office, Customer Service, Public Speaking, Research, Social Networking, Spanish, Marketing
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Boston College High School 2006 — 2009
Ryan Cogdill Ryan Cogdill's Merrill Lynch Experience May 2004 - August 2004
Job Business Manager at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation March 2013 - Present
Northrop Grumman Corporation May 2011 - March 2013
community college of baltimore county August 2011 - August 2012
Northrop Grumman Corporation June 2009 - June 2011
Northrop Grumman Corporation September 2008 - June 2009
Northrop Grumman Corporation March 2007 - September 2008
Northrop Grumman Corporation August 2005 - March 2007
PHH Arval May 2004 - January 2005
Merrill Lynch May 2004 - August 2004
Baltimore Orioles March 2003 - September 2003
Education
Loyola University Maryland 2005 — 2008
MBA, Accounting
Towson University 2001 — 2005
Bachelor of Science (BS), Economics
Northrop Grumman Corporation March 2013 - Present
Northrop Grumman Corporation May 2011 - March 2013
community college of baltimore county August 2011 - August 2012
Northrop Grumman Corporation June 2009 - June 2011
Northrop Grumman Corporation September 2008 - June 2009
Northrop Grumman Corporation March 2007 - September 2008
Northrop Grumman Corporation August 2005 - March 2007
PHH Arval May 2004 - January 2005
Merrill Lynch May 2004 - August 2004
Baltimore Orioles March 2003 - September 2003
Education
Loyola University Maryland 2005 — 2008
MBA, Accounting
Towson University 2001 — 2005
Bachelor of Science (BS), Economics
Stephen Fleischer's Merrill Lynch Experience May 2013 - September 2013
Job Candidate for Dual Degree Program J.D. / M.A. in Political Science at Loyola University Chicago School of Law
Industry Executive Office
Experience
Loyola University Chicago August 2015 - Present
Marianist Province of the United States July 2014 - July 2015
Loyola University Maryland September 2010 - May 2014
Merrill Lynch May 2013 - September 2013
Merrill Lynch May 2012 - September 2012
Loyola University Maryland August 2011 - August 2012
Merrill Lynch May 2011 - September 2011
Tarter Krinsky & Drogin LLP May 2010 - September 2010
Juvenile Diabetes Research Foundation April 2010 - June 2010
Skills
Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Access, Social Media, Facebook, Event Planning, Strategic Planning, Fundraising, Nonprofits, Social Networking, Research
Education
Loyola University Chicago School of Law 2015 — 2018
Juris Doctor (J.D.)
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.) - Concentration in Finance, Minor in Philosophy
The Browning School 1997 — 2010
High School
Loyola University Chicago August 2015 - Present
Marianist Province of the United States July 2014 - July 2015
Loyola University Maryland September 2010 - May 2014
Merrill Lynch May 2013 - September 2013
Merrill Lynch May 2012 - September 2012
Loyola University Maryland August 2011 - August 2012
Merrill Lynch May 2011 - September 2011
Tarter Krinsky & Drogin LLP May 2010 - September 2010
Juvenile Diabetes Research Foundation April 2010 - June 2010
Skills
Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Access, Social Media, Facebook, Event Planning, Strategic Planning, Fundraising, Nonprofits, Social Networking, Research
Education
Loyola University Chicago School of Law 2015 — 2018
Juris Doctor (J.D.)
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.) - Concentration in Finance, Minor in Philosophy
The Browning School 1997 — 2010
High School
Patrick McCloskey's Merrill Lynch Experience December 2006 - February 2009
Job Small Business Banker, VP
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America May 2012 - May 2013
Bank of America June 2009 - May 2012
Merrill Lynch December 2006 - February 2009
Skills
Banking, Accounting, Commercial Banking, CRM, Finance, Financial Services, Credit, Portfolio Management, Sales, Loans, Management
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America July 2013 - Present
Bank of America May 2012 - May 2013
Bank of America June 2009 - May 2012
Merrill Lynch December 2006 - February 2009
Skills
Banking, Accounting, Commercial Banking, CRM, Finance, Financial Services, Credit, Portfolio Management, Sales, Loans, Management
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Thomas Pohmer, MBA Thomas Pohmer, MBA's Merrill Lynch Experience January 2011 - April 2011
Job Senior Financial Analyst at Delaware Life
Industry Financial Services
Experience
Delaware Life Insurance Company September 2015 - Present
Delaware Life Insurance Company October 2013 - September 2015
PwC September 2011 - October 2013
EntreQuest July 2011 - August 2011
Merrill Lynch January 2011 - April 2011
PwC June 2010 - August 2010
PC Richard & Son May 2009 - August 2009
Northeast Securities September 2005 - December 2005
Skills
Accounting, Account Reconciliation, Accounts Payable, Analysis, Finance, Financial Statements, General Ledger, Internal Controls, Management, Microsoft Excel, Research, Auditing, Financial Analysis, US GAAP
Education
Loyola College in Maryland 2010 — 2011
MBA
Loyola College in Maryland 2006 — 2010
BBA, Accounting
University College Cork 2009 — 2009
Garden City High School 2003 — 2006
Delaware Life Insurance Company September 2015 - Present
Delaware Life Insurance Company October 2013 - September 2015
PwC September 2011 - October 2013
EntreQuest July 2011 - August 2011
Merrill Lynch January 2011 - April 2011
PwC June 2010 - August 2010
PC Richard & Son May 2009 - August 2009
Northeast Securities September 2005 - December 2005
Skills
Accounting, Account Reconciliation, Accounts Payable, Analysis, Finance, Financial Statements, General Ledger, Internal Controls, Management, Microsoft Excel, Research, Auditing, Financial Analysis, US GAAP
Education
Loyola College in Maryland 2010 — 2011
MBA
Loyola College in Maryland 2006 — 2010
BBA, Accounting
University College Cork 2009 — 2009
Garden City High School 2003 — 2006
Nick Barbieri Nick Barbieri's Merrill Lynch Experience August 2005 - November 2010
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2010 - Present
Merrill Lynch August 2005 - November 2010
Education
Loyola University Maryland 2002 — 2006
BBA, Economics
John Carroll
UBS Financial Services Inc. November 2010 - Present
Merrill Lynch August 2005 - November 2010
Education
Loyola University Maryland 2002 — 2006
BBA, Economics
John Carroll
Jonathan Sheffield Jonathan Sheffield's Merrill Lynch Experience April 2007 - September 2007
Job Google
Industry Online Media
Experience
Google January 2014 - Present
Songza.com (acquired by Google) September 2013 - January 2014
Mojiva (acquired by Pubmatic) March 2012 - September 2013
Mojiva (acquired by Pubmatic) April 2010 - September 2013
AD-FAX Media Marketing June 2008 - April 2010
Merrill Lynch April 2007 - September 2007
Skills
Mobile Advertising, Rich Media, Ad Networks, Digital Media, Mobile Marketing, Ad Serving, Digital Strategy, Behavioral Targeting, DoubleClick, Media Buying, comScore, Digital Marketing, Media Planning, Display Advertising, Online Advertising
Education
Loyola University Maryland 2004 — 2008
B.B.A., Marketing
SPFHS
Google January 2014 - Present
Songza.com (acquired by Google) September 2013 - January 2014
Mojiva (acquired by Pubmatic) March 2012 - September 2013
Mojiva (acquired by Pubmatic) April 2010 - September 2013
AD-FAX Media Marketing June 2008 - April 2010
Merrill Lynch April 2007 - September 2007
Skills
Mobile Advertising, Rich Media, Ad Networks, Digital Media, Mobile Marketing, Ad Serving, Digital Strategy, Behavioral Targeting, DoubleClick, Media Buying, comScore, Digital Marketing, Media Planning, Display Advertising, Online Advertising
Education
Loyola University Maryland 2004 — 2008
B.B.A., Marketing
SPFHS
Peter Fugiel, PhD Peter Fugiel, PhD's Merrill Lynch Experience October 2000 - December 2001
Job Author, lecturer, research on the American public sector and housing
Industry Public Policy
Experience
Muni Net Guide January 2009 - Present
PMN Community Services-Chicago Metrometrics August 2007 - Present
Nuveen Investments 1982 - 2002
Merrill Lynch October 2000 - December 2001
Sangamon State Univeristy, Springfield, Illinois September 1975 - June 1976
City University of New York (CUNY) September 1974 - June 1975
Skills
Bonds, Portfolio Management, Asset Managment, Fixed Income, Financial Modeling, Investments, Financial Analysis, Valuation, Public Finance, Securities, Credit, Bloomberg, Banking, Series 7, Policy, Due Diligence, Real Estate, Public Speaking, Strategic Planning, Risk Management, Analysis, Research, Nonprofits
Education
Northern Illinois University 1971 — 1979
MA & PhD, Government/state and local finance/American political thought
University of Illinois at Urbana-Champaign 1969 — 1970
Graudate work, Legislative internship
Loyola University Chicago 1966 — 1968
Graduate credits, Political science
University of Notre Dame 1961 — 1965
B.A., Great Books
Muni Net Guide January 2009 - Present
PMN Community Services-Chicago Metrometrics August 2007 - Present
Nuveen Investments 1982 - 2002
Merrill Lynch October 2000 - December 2001
Sangamon State Univeristy, Springfield, Illinois September 1975 - June 1976
City University of New York (CUNY) September 1974 - June 1975
Skills
Bonds, Portfolio Management, Asset Managment, Fixed Income, Financial Modeling, Investments, Financial Analysis, Valuation, Public Finance, Securities, Credit, Bloomberg, Banking, Series 7, Policy, Due Diligence, Real Estate, Public Speaking, Strategic Planning, Risk Management, Analysis, Research, Nonprofits
Education
Northern Illinois University 1971 — 1979
MA & PhD, Government/state and local finance/American political thought
University of Illinois at Urbana-Champaign 1969 — 1970
Graudate work, Legislative internship
Loyola University Chicago 1966 — 1968
Graduate credits, Political science
University of Notre Dame 1961 — 1965
B.A., Great Books
Karen Crist Karen Crist's Merrill Lynch Experience 1997 - 1999
Job Corporate Accountant at Merritt Properties, LLC
Industry Financial Services
Experience
Merritt Properties, LLC July 2013 - Present
Merrill Lynch 1997 - 1999
T. Rowe Price July 1993 - April 1997
Skills
Investments, Retirement Planning, Mutual Funds, Banking, Financial Services, Credit
Education
Loyola University Maryland 1989 — 1993
Bachelor of Science (BS), Accounting
Merritt Properties, LLC July 2013 - Present
Merrill Lynch 1997 - 1999
T. Rowe Price July 1993 - April 1997
Skills
Investments, Retirement Planning, Mutual Funds, Banking, Financial Services, Credit
Education
Loyola University Maryland 1989 — 1993
Bachelor of Science (BS), Accounting
John Davis's Merrill Lynch Experience January 2002 - December 2005
Job John Davis is a Director of Digital Media Strategy in New Orleans
Industry Marketing and Advertising
Experience
NOLA Media Group August 2014 - Present
Loyola University University New Orleans August 2015 - Present
WebMD September 2013 - August 2014
WebMD December 2005 - September 2013
Merrill Lynch January 2002 - December 2005
Homestore.com November 1999 - December 2001
YouDecide.com May 1999 - November 1999
Southern Progress Corporation May 1994 - May 1999
The Birmingham News May 1993 - April 1994
Daily Citizen August 1992 - April 1993
Skills
Digital Media, Web Analytics, Content Strategy, Online Advertising, Integrated Marketing, SEO, Email Marketing, Digital Strategy, Digital Marketing, Content Management, Social Media Marketing, Content Development, Mobile Marketing, Social Media, Omniture, User Experience, E-commerce, New Media, Web Content, Strategy, Analytics, Marketing, Mobile Advertising, Product Management, Interactive Marketing, Online Marketing, Facebook, Creative Direction, Product Marketing, WebTrends, Web Project Management, Web Content Management, Publishing, Marketing Strategy, Marketing Communications, Advertising, Market Research, WebTrends Analytics, Google Webmaster Tools, Audience Development, Audience Engagement, Audience Segmentation, Audience Measurement, Audience Analysis, Behavioral Targeting, Business Development, Facebook Marketing, Facebook Insights, Ad Targeting, Geo-targeting
Education
Loyola University New Orleans 1988 — 1992
BA, Mass Communications
Montgomery Academy 1984 — 1988
NOLA Media Group August 2014 - Present
Loyola University University New Orleans August 2015 - Present
WebMD September 2013 - August 2014
WebMD December 2005 - September 2013
Merrill Lynch January 2002 - December 2005
Homestore.com November 1999 - December 2001
YouDecide.com May 1999 - November 1999
Southern Progress Corporation May 1994 - May 1999
The Birmingham News May 1993 - April 1994
Daily Citizen August 1992 - April 1993
Skills
Digital Media, Web Analytics, Content Strategy, Online Advertising, Integrated Marketing, SEO, Email Marketing, Digital Strategy, Digital Marketing, Content Management, Social Media Marketing, Content Development, Mobile Marketing, Social Media, Omniture, User Experience, E-commerce, New Media, Web Content, Strategy, Analytics, Marketing, Mobile Advertising, Product Management, Interactive Marketing, Online Marketing, Facebook, Creative Direction, Product Marketing, WebTrends, Web Project Management, Web Content Management, Publishing, Marketing Strategy, Marketing Communications, Advertising, Market Research, WebTrends Analytics, Google Webmaster Tools, Audience Development, Audience Engagement, Audience Segmentation, Audience Measurement, Audience Analysis, Behavioral Targeting, Business Development, Facebook Marketing, Facebook Insights, Ad Targeting, Geo-targeting
Education
Loyola University New Orleans 1988 — 1992
BA, Mass Communications
Montgomery Academy 1984 — 1988
Isabelle M. Duran's Merrill Lynch Experience June 2010 - August 2010
Job Brand Partnerships & Strategic Alliances at Sony Music
Industry Entertainment
Experience
Sony Music Entertainment November 2013 - Present
Agency 21 Consulting January 2012 - November 2013
Monarch Wealth and Business Management January 2012 - October 2013
Aspen Wealth Management, LLC October 2011 - December 2011
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Event Management, Social Media Marketing, Management, Leadership, Event Planning, Music Industry, Fundraising, Spanish, Nonprofits, Budgets, Strategic Planning, Training, Team Leadership, Research, Teamwork, Cultural Diversity, Public Relations, Time Management, Brand Development, Strategic Partnerships, Brand Management, International Business
Education
IQS Business School of the Ramon Llull University 2011 — 2011
Study Abroad
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration
Gulliver Preparatory High School 2003 — 2007
Sony Music Entertainment November 2013 - Present
Agency 21 Consulting January 2012 - November 2013
Monarch Wealth and Business Management January 2012 - October 2013
Aspen Wealth Management, LLC October 2011 - December 2011
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Event Management, Social Media Marketing, Management, Leadership, Event Planning, Music Industry, Fundraising, Spanish, Nonprofits, Budgets, Strategic Planning, Training, Team Leadership, Research, Teamwork, Cultural Diversity, Public Relations, Time Management, Brand Development, Strategic Partnerships, Brand Management, International Business
Education
IQS Business School of the Ramon Llull University 2011 — 2011
Study Abroad
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration
Gulliver Preparatory High School 2003 — 2007
Srinivas Anantha, CFA's Merrill Lynch Experience July 1999 - September 2000
Job Analyst at LMCG Investments
Industry Investment Management
Experience
LMCG Investments January 2012 - Present
Crosswind Investments, LLC February 2011 - January 2012
Oppenheimer & Co. January 2008 - January 2011
CIBC World Markets November 2001 - January 2008
C.E. Unterberg, Towbin October 2000 - October 2001
Merrill Lynch July 1999 - September 2000
Skills
Equity Research, Valuation, Investments, Equities, Equity Valuation, Telecommunications, Financial Modeling, Portfolio Management, Bloomberg, Capital Markets, Analysis, Private Equity
Education
Loyola University of Chicago 1997 — 1999
MBA
University of Madras
B.S.
LMCG Investments January 2012 - Present
Crosswind Investments, LLC February 2011 - January 2012
Oppenheimer & Co. January 2008 - January 2011
CIBC World Markets November 2001 - January 2008
C.E. Unterberg, Towbin October 2000 - October 2001
Merrill Lynch July 1999 - September 2000
Skills
Equity Research, Valuation, Investments, Equities, Equity Valuation, Telecommunications, Financial Modeling, Portfolio Management, Bloomberg, Capital Markets, Analysis, Private Equity
Education
Loyola University of Chicago 1997 — 1999
MBA
University of Madras
B.S.
Christine McLendon Juda's Merrill Lynch Experience November 2007 - September 2008
Job Lead Recruiter
Industry Staffing and Recruiting
Experience
US Department of Defense August 2010 - December 2013
Merrill Lynch November 2007 - September 2008
Merrill Lynch June 2006 - November 2007
Google Inc. October 2005 - June 2006
Skills
Applicant Tracking..., Management, Onboarding, Performance Management, Recruiting, Strategic Planning, Talent Acquisition, Talent Management, Technical Recruiting, Hiring, Employee Relations
Education
Loyola University Maryland 2000 — 2004
BA, Psychology
US Department of Defense August 2010 - December 2013
Merrill Lynch November 2007 - September 2008
Merrill Lynch June 2006 - November 2007
Google Inc. October 2005 - June 2006
Skills
Applicant Tracking..., Management, Onboarding, Performance Management, Recruiting, Strategic Planning, Talent Acquisition, Talent Management, Technical Recruiting, Hiring, Employee Relations
Education
Loyola University Maryland 2000 — 2004
BA, Psychology
Amy Smith (Michaels)'s Merrill Lynch Experience April 2000 - July 2001
Job Cause Related Marketing
Industry Marketing and Advertising
Experience
World Wildlife Fund August 2007 - August 2008
Ann Taylor, Inc. July 2001 - January 2007
Merrill Lynch April 2000 - July 2001
Education
Loyola University Maryland 1992 — 1996
World Wildlife Fund August 2007 - August 2008
Ann Taylor, Inc. July 2001 - January 2007
Merrill Lynch April 2000 - July 2001
Education
Loyola University Maryland 1992 — 1996
Peter Schallmoser, C(k)P's Merrill Lynch Experience June 2001 - Present
Job Senior Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2001 - Present
Morgan Stanley October 1997 - June 2001
Skills
Retirement, Wealth Management, Financial Planning, Alternative Investments, 401(k) management, Corporate Finance, Cash Management
Education
UCLA Anderson School of Management
Certified 401(k) Professional
Penn State University 1995 — 1997
M.A., Political Science
Loyola University Chicago 1991 — 1995
B.S.
Norte Dame High School
Merrill Lynch June 2001 - Present
Morgan Stanley October 1997 - June 2001
Skills
Retirement, Wealth Management, Financial Planning, Alternative Investments, 401(k) management, Corporate Finance, Cash Management
Education
UCLA Anderson School of Management
Certified 401(k) Professional
Penn State University 1995 — 1997
M.A., Political Science
Loyola University Chicago 1991 — 1995
B.S.
Norte Dame High School
Michael Wichita's Merrill Lynch Experience 1999 - 2002
Job Owner, Your Solutions, Inc.
Industry Computer Software
Experience
Your Solutions, Inc. DirectorTower Technologies2006 - 2009
Tower Technologies 2006 - 2009
ajillon 2005 - 2006
Merrill Lynch 1999 - 2002
Skills
Program Management, Project Management, IT Strategy, Data Center, SDLC, PMP, PMO, Management, Enterprise Architecture, Integration, Cloud Computing, Business Intelligence, Consulting, Enterprise Software, Project Portfolio..., IT Management, Security, Software Development, Software Project..., Vendor Management
Education
Loyola University Maryland 1969 — 1971
St. Patricks High School
Your Solutions, Inc. DirectorTower Technologies2006 - 2009
Tower Technologies 2006 - 2009
ajillon 2005 - 2006
Merrill Lynch 1999 - 2002
Skills
Program Management, Project Management, IT Strategy, Data Center, SDLC, PMP, PMO, Management, Enterprise Architecture, Integration, Cloud Computing, Business Intelligence, Consulting, Enterprise Software, Project Portfolio..., IT Management, Security, Software Development, Software Project..., Vendor Management
Education
Loyola University Maryland 1969 — 1971
St. Patricks High School
Christopher Aguglia's Merrill Lynch Experience November 2006 - April 2007
Job Realtor @ Keller Williams Realty New Orleans
Industry Real Estate
Experience
Keller Williams Realty New Orleans May 2015 - Present
Loyola University New Orleans December 2008 - October 2014
Merrill Lynch November 2006 - April 2007
Skills
Social Media, Social Media Marketing, Photography, Adobe Design Programs, Microsoft Office
Education
Loyola University New Orleans 2002 — 2006
Bachelor's Degree, Finance
Keller Williams Realty New Orleans May 2015 - Present
Loyola University New Orleans December 2008 - October 2014
Merrill Lynch November 2006 - April 2007
Skills
Social Media, Social Media Marketing, Photography, Adobe Design Programs, Microsoft Office
Education
Loyola University New Orleans 2002 — 2006
Bachelor's Degree, Finance
Susie Clayton's Merrill Lynch Experience January 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Education
Cooking and Hospitality Institute of Chicago
AAS, Le Cordon Bleu Culinary Arts
Loyola University Chicago
BBA, Marketing, Economics
Merrill Lynch January 2006 - Present
Education
Cooking and Hospitality Institute of Chicago
AAS, Le Cordon Bleu Culinary Arts
Loyola University Chicago
BBA, Marketing, Economics
Peggy Sullivan's Merrill Lynch Experience 1990 - 1992
Job VP Strategic Analysis & Market Data at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. February 2013 - Present
NYSE Euronext October 2008 - February 2013
NYSE Euronext 1997 - October 2008
New York Stock Exchange September 2006 - March 2007
New York Stock Exchange March 1997 - September 2006
Credit Suisse First Boston 1994 - 1998
Dow Jones Telerate 1992 - 1994
Merrill Lynch 1990 - 1992
Skills
Market Data, Equities, Trading Systems, Trading, Stock Exchange, Equity Trading, Market Structure, Securities, Financial Markets
Education
Loyola College in Maryland 1986 — 1990
IntercontinentalExchange, Inc. February 2013 - Present
NYSE Euronext October 2008 - February 2013
NYSE Euronext 1997 - October 2008
New York Stock Exchange September 2006 - March 2007
New York Stock Exchange March 1997 - September 2006
Credit Suisse First Boston 1994 - 1998
Dow Jones Telerate 1992 - 1994
Merrill Lynch 1990 - 1992
Skills
Market Data, Equities, Trading Systems, Trading, Stock Exchange, Equity Trading, Market Structure, Securities, Financial Markets
Education
Loyola College in Maryland 1986 — 1990
Marisa Vessillo's Merrill Lynch Experience September 2003 - May 2004
Job Lead Acquisition Analyst at Strategic Analysis Incorporated
Industry Defense & Space
Experience
Strategic Analysis Incorporated January 2014 - Present
CACI International Inc January 2008 - January 2014
CACI August 2006 - December 2007
Naval Sea Systems Command (NAVSEA) September 2004 - August 2006
Merrill Lynch September 2003 - May 2004
Skills
Proposal Writing, Government, Analysis, Program Management, Procurement, Government Contracting, Mergers & Acquisitions, Contract Management, Management, Negotiation, Consulting, DoD, Strategy, Defense, Leadership, Microsoft Office, Strategic Planning
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2007
MBA
Loyola College in Maryland 2000 — 2004
BA
University of London
University of Auckland
Strategic Analysis Incorporated January 2014 - Present
CACI International Inc January 2008 - January 2014
CACI August 2006 - December 2007
Naval Sea Systems Command (NAVSEA) September 2004 - August 2006
Merrill Lynch September 2003 - May 2004
Skills
Proposal Writing, Government, Analysis, Program Management, Procurement, Government Contracting, Mergers & Acquisitions, Contract Management, Management, Negotiation, Consulting, DoD, Strategy, Defense, Leadership, Microsoft Office, Strategic Planning
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2007
MBA
Loyola College in Maryland 2000 — 2004
BA
University of London
University of Auckland
Mark Maly, CFA, CAIA's Merrill Lynch Experience July 1999 - September 2004
Job Senior Vice President Practice Lead at The Northern Trust
Industry Investment Management
Experience
Northern Trust October 2006 - Present
Mercer Investment Consulting September 2004 - October 2006
Merrill Lynch July 1999 - September 2004
J.P. Morgan - (American National Bank Aq. by JP Morgan) October 1997 - July 1999
UBS Wealth Management (PaineWebber aq, by UBS) September 1991 - October 1997
Skills
Hedge Funds, Fund Of Funds, Asset Management, Asset Allocation, Investment Advisory, Equities, Wealth Management, Private Equity, Fixed Income, Asset Managment, Alternative Investments, Bloomberg, Derivatives, High Net Worth..., Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Mutual Funds, Portfolio Management, Securities, Risk Management
Education
Loyola University of Chicago
Master of Business Administration (MBA), Finance
University of St. Francis
Bachelor of Business Administration (BBA), Accounting and Finance, Cum Laude
Northern Trust October 2006 - Present
Mercer Investment Consulting September 2004 - October 2006
Merrill Lynch July 1999 - September 2004
J.P. Morgan - (American National Bank Aq. by JP Morgan) October 1997 - July 1999
UBS Wealth Management (PaineWebber aq, by UBS) September 1991 - October 1997
Skills
Hedge Funds, Fund Of Funds, Asset Management, Asset Allocation, Investment Advisory, Equities, Wealth Management, Private Equity, Fixed Income, Asset Managment, Alternative Investments, Bloomberg, Derivatives, High Net Worth..., Institutional..., Investment Management, Investment Strategies, Investments, Morningstar, Mutual Funds, Portfolio Management, Securities, Risk Management
Education
Loyola University of Chicago
Master of Business Administration (MBA), Finance
University of St. Francis
Bachelor of Business Administration (BBA), Accounting and Finance, Cum Laude
Susanna (Bagley) DeCrescenzo's Merrill Lynch Experience September 2007 - December 2007
Job Premium Audit Program Specialist at Zurich Insurance Company Ltd.
Industry Financial Services
Experience
Zurich Insurance Company Ltd. November 2012 - Present
Zurich Insurance October 2007 - October 2012
Merrill Lynch September 2007 - December 2007
Physicians Reciprocal Insurers May 2007 - August 2007
Skills
Auditing, Finance, Access, Analysis, Leadership, Management, Underwriting, Property & Casualty..., Insurance, Portfolio Management, Investments, Accounting
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration, Finance
H. Frank Carey High School 1999 — 2003
Zurich Insurance Company Ltd. November 2012 - Present
Zurich Insurance October 2007 - October 2012
Merrill Lynch September 2007 - December 2007
Physicians Reciprocal Insurers May 2007 - August 2007
Skills
Auditing, Finance, Access, Analysis, Leadership, Management, Underwriting, Property & Casualty..., Insurance, Portfolio Management, Investments, Accounting
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration, Finance
H. Frank Carey High School 1999 — 2003
Amantha Sotiropoulos's Merrill Lynch Experience December 2002 - February 2007
Job Senior Executive Compensation Consultant at CDW
Industry Human Resources
Experience
CDW August 2012 - Present
Beam December 2011 - June 2012
Orbitz Worldwide 2007 - December 2011
Merrill Lynch December 2002 - February 2007
Merrill Lynch June 2000 - December 2002
Merrill Lynch June 1999 - June 2000
Skills
Microsoft Office, Cognos Web Reports, Essbase Hyperion..., Compensation, SOX, SAP HR, Ceridian, Job Evaluation, Incentive Programs, Deferred Compensation, Sarbanes-Oxley Act, Executive Pay, Management, Salary, PeopleSoft, Human Resources
Education
Loyola College in Maryland 1995 — 1999
Bachelor of Business Administration degree, International Business
Harold Washington
CDW August 2012 - Present
Beam December 2011 - June 2012
Orbitz Worldwide 2007 - December 2011
Merrill Lynch December 2002 - February 2007
Merrill Lynch June 2000 - December 2002
Merrill Lynch June 1999 - June 2000
Skills
Microsoft Office, Cognos Web Reports, Essbase Hyperion..., Compensation, SOX, SAP HR, Ceridian, Job Evaluation, Incentive Programs, Deferred Compensation, Sarbanes-Oxley Act, Executive Pay, Management, Salary, PeopleSoft, Human Resources
Education
Loyola College in Maryland 1995 — 1999
Bachelor of Business Administration degree, International Business
Harold Washington
Robert Genkinger's Merrill Lynch Experience June 1998 - Present
Job Bank of America Merrill Lynch Managing Director
Industry Investment Banking
Experience
Merrill Lynch June 1998 - Present
Education
Loyola University Maryland 1994 — 1998
Merrill Lynch June 1998 - Present
Education
Loyola University Maryland 1994 — 1998
Jennifer Dahlberg's Merrill Lynch Experience April 2005 - June 2007
Job Account Executive for Modern Luxury Media
Industry Publishing
Experience
Modern Luxury Media 2009 - Present
Penton Media May 2007 - November 2009
Merrill Lynch April 2005 - June 2007
Land Rover February 2001 - September 2004
Education
Loyola University Maryland 2001 — 2004
MBA, Marketing
Loyola University Maryland 1998 — 2000
BBA, Accounting and Economics
Modern Luxury Media 2009 - Present
Penton Media May 2007 - November 2009
Merrill Lynch April 2005 - June 2007
Land Rover February 2001 - September 2004
Education
Loyola University Maryland 2001 — 2004
MBA, Marketing
Loyola University Maryland 1998 — 2000
BBA, Accounting and Economics
Joseph Valdrini's Merrill Lynch Experience February 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
T Rowe Price June 2012 - Present
T. Rowe Price June 2012 - Present
Skills
Employee Benefits
Education
Loyola University Maryland 2007 — 2010
MBA, Finance
Loyola University Maryland 2000 — 2004
salesianum
salesianum
salesianum
Merrill Lynch February 2014 - Present
T Rowe Price June 2012 - Present
T. Rowe Price June 2012 - Present
Skills
Employee Benefits
Education
Loyola University Maryland 2007 — 2010
MBA, Finance
Loyola University Maryland 2000 — 2004
salesianum
salesianum
salesianum
Bridget Eichmiller, MBA's Merrill Lynch Experience January 2005 - May 2005
Job Experienced Financial Planning & Analysis Professional, SAP BPC Administrator
Industry Financial Services
Experience
Ascena Retail Group, Inc. January 2013 - Present
Best for Babes Foundation July 2014 - Present
QVC August 2012 - December 2012
Lane Bryant March 2011 - June 2012
Charming Shoppes February 2008 - March 2011
Charming Shoppes March 2007 - January 2008
Charming Shoppes June 2005 - March 2007
Merrill Lynch January 2005 - May 2005
Skills
Variance Analysis, Strategic Planning, Cash Management, Forecasting, Financial Reporting, Financial Planning, Budgeting, Financial Analysis, Financial Modeling, Lawson, P&L, SAP, SAP BPC, Outlooksoft, Strategic Financial..., Budgets, Income Statement, Accounting, Analysis, Finance, Leadership, Movex, Strategy
Education
Saint Joseph's University 2006 — 2009
MBA, Finance
Loyola University Maryland 2001 — 2005
BBA, Finance
Ascena Retail Group, Inc. January 2013 - Present
Best for Babes Foundation July 2014 - Present
QVC August 2012 - December 2012
Lane Bryant March 2011 - June 2012
Charming Shoppes February 2008 - March 2011
Charming Shoppes March 2007 - January 2008
Charming Shoppes June 2005 - March 2007
Merrill Lynch January 2005 - May 2005
Skills
Variance Analysis, Strategic Planning, Cash Management, Forecasting, Financial Reporting, Financial Planning, Budgeting, Financial Analysis, Financial Modeling, Lawson, P&L, SAP, SAP BPC, Outlooksoft, Strategic Financial..., Budgets, Income Statement, Accounting, Analysis, Finance, Leadership, Movex, Strategy
Education
Saint Joseph's University 2006 — 2009
MBA, Finance
Loyola University Maryland 2001 — 2005
BBA, Finance
Patrick Darcy's Merrill Lynch Experience March 1998 - March 2004
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2010 - Present
Langdon Ford Financial April 2008 - November 2010
E*Trade March 2005 - January 2008
Merrill Lynch March 1998 - March 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Equity Trading, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investments, Mutual Funds, Options, Securities, Series 63, Series 7, Trading, Trading Systems, Wealth Management
Education
Loyola University Maryland 1989 — 1993
Chaminade High School 1985 — 1989
UBS Wealth Management September 2010 - Present
Langdon Ford Financial April 2008 - November 2010
E*Trade March 2005 - January 2008
Merrill Lynch March 1998 - March 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Equity Trading, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investments, Mutual Funds, Options, Securities, Series 63, Series 7, Trading, Trading Systems, Wealth Management
Education
Loyola University Maryland 1989 — 1993
Chaminade High School 1985 — 1989
John McTague's Merrill Lynch Experience 2005 - 2010
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Buckman Buckman & Reid September 2010 - Present
Merrill Lynch 2005 - 2010
Merrill Lynch November 2001 - November 2002
Merrill Lynch January 1999 - November 2001
Skills
Retirement Planning, Financial Planning, Bonds, Mutual Funds, 401k, Portfolio Management, Estate Planning, Retirement Income..., Options, Alternative Investments, Strategic Financial..., Investments, Financial Advisory, Finance, Investment Management, Wealth Management, Financial Services, Series 7
Education
Loyola College in Maryland 1990 — 1994
Bachelor of Science (BS), Finance, General
Buckman Buckman & Reid September 2010 - Present
Merrill Lynch 2005 - 2010
Merrill Lynch November 2001 - November 2002
Merrill Lynch January 1999 - November 2001
Skills
Retirement Planning, Financial Planning, Bonds, Mutual Funds, 401k, Portfolio Management, Estate Planning, Retirement Income..., Options, Alternative Investments, Strategic Financial..., Investments, Financial Advisory, Finance, Investment Management, Wealth Management, Financial Services, Series 7
Education
Loyola College in Maryland 1990 — 1994
Bachelor of Science (BS), Finance, General
Richard Groendyke's Merrill Lynch Experience InternMerrill Lynch2008 - 2008
Job Divisional Business Mgr Assist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch InternMerrill Lynch2008 - 2008
Education
Loyola University Chicago 1980 — 1984
Merrill Lynch InternMerrill Lynch2008 - 2008
Education
Loyola University Chicago 1980 — 1984
Tom Brady's Merrill Lynch Experience 1974 - 1980
Job V.P. at Chicago Board Options Exchange
Industry Financial Services
Experience
Chicago Board Options Exchange 1988 - Present
Thomson McKinnon Securities 1980 - 1988
Merrill Lynch 1974 - 1980
Merrill Lynch 1970 - 1974
Skills
Options, Electronic Trading, Equities, Derivatives, Securities, Trading, Hedge Funds, Equity Derivatives, Options Strategies, Capital Markets
Education
Loyola University of Chicago 1966 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Fenwick High School 1961 — 1965
High School Degree
Chicago Board Options Exchange 1988 - Present
Thomson McKinnon Securities 1980 - 1988
Merrill Lynch 1974 - 1980
Merrill Lynch 1970 - 1974
Skills
Options, Electronic Trading, Equities, Derivatives, Securities, Trading, Hedge Funds, Equity Derivatives, Options Strategies, Capital Markets
Education
Loyola University of Chicago 1966 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Fenwick High School 1961 — 1965
High School Degree
Richard Groendyke's Merrill Lynch Experience
Job Division Business Mgr Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Investments, Retirement Planning, Equities, Series 7, Wealth Management, Mutual Funds, Alternative Investments, Securities, Series 63, Asset Allocation
Education
Loyola University Chicago 1980 — 1984
Merrill Lynch
Skills
Investments, Retirement Planning, Equities, Series 7, Wealth Management, Mutual Funds, Alternative Investments, Securities, Series 63, Asset Allocation
Education
Loyola University Chicago 1980 — 1984
Alexander B. Bartlett's Merrill Lynch Experience May 2004 - April 2005
Job Senior Vice President Corporate Banking at BB&T
Industry Banking
Experience
BB&T December 2011 - Present
M&T Bank April 2005 - December 2011
Merrill Lynch May 2004 - April 2005
Wachovia Bank, N.A. May 1999 - May 2004
Education
Loyola College in Maryland 2010 — 2013
Masters Degree, Business Administration
Towson University 1995 — 1999
Bachelors of Science, Business Administration - Concentration in Finance.
BB&T December 2011 - Present
M&T Bank April 2005 - December 2011
Merrill Lynch May 2004 - April 2005
Wachovia Bank, N.A. May 1999 - May 2004
Education
Loyola College in Maryland 2010 — 2013
Masters Degree, Business Administration
Towson University 1995 — 1999
Bachelors of Science, Business Administration - Concentration in Finance.
Anjna Kumar's Merrill Lynch Experience Channel & Data Insights -Business IntelligenceLincoln Financial GroupNovember 2012 - Present
Job Channel & Data Insights Business Intelligence at Lincoln Financial Group
Industry Financial Services
Experience
Merrill Lynch Channel & Data Insights -Business IntelligenceLincoln Financial GroupNovember 2012 - Present
Chapin School 2012 - 2014
Merrill Lynch March 1996 - November 2012
AEGON Asset Management June 1993 - February 1996
Education
Loyola University Maryland 1989 — 1993
Merrill Lynch Channel & Data Insights -Business IntelligenceLincoln Financial GroupNovember 2012 - Present
Chapin School 2012 - 2014
Merrill Lynch March 1996 - November 2012
AEGON Asset Management June 1993 - February 1996
Education
Loyola University Maryland 1989 — 1993
Dennis Nitka's Merrill Lynch Experience January 1999 - June 2004
Job Senior Analyst for Mariner Lenus at Mariner Investment Group, LLC
Industry Financial Services
Experience
Mariner Investment Group, LLC March 2015 - Present
UBS August 2013 - March 2015
Point Frederick Capital Management LLC January 2013 - August 2013
Knight Capital Group July 2012 - January 2013
1111 Capital / Millennium Management November 2008 - June 2011
Lehman Brothers June 2004 - November 2008
Merrill Lynch January 1999 - June 2004
Skills
Market Making, Equities, Hedge Funds, Equity Trading, Fixed Income, Bloomberg, Capital Markets, Trading, Electronic Trading, Series 7, Options, Alternative Investments, Mutual Funds, Asset Management, Investment Banking, Investments, Risk Management, Mergers & Acquisitions, Derivatives, Trading Systems, Equity Research, Securities, Management, Trading Strategies, Special Situations, Buy-side, Financial Markets
Education
Loyola University Maryland 1988 — 1992
BA, Political Science / Economics
Christain Brothers a 1984 — 1988
Mariner Investment Group, LLC March 2015 - Present
UBS August 2013 - March 2015
Point Frederick Capital Management LLC January 2013 - August 2013
Knight Capital Group July 2012 - January 2013
1111 Capital / Millennium Management November 2008 - June 2011
Lehman Brothers June 2004 - November 2008
Merrill Lynch January 1999 - June 2004
Skills
Market Making, Equities, Hedge Funds, Equity Trading, Fixed Income, Bloomberg, Capital Markets, Trading, Electronic Trading, Series 7, Options, Alternative Investments, Mutual Funds, Asset Management, Investment Banking, Investments, Risk Management, Mergers & Acquisitions, Derivatives, Trading Systems, Equity Research, Securities, Management, Trading Strategies, Special Situations, Buy-side, Financial Markets
Education
Loyola University Maryland 1988 — 1992
BA, Political Science / Economics
Christain Brothers a 1984 — 1988
Susie Clayton's Merrill Lynch Experience April 2006 - May 2008
Job Business Consultant
Industry Financial Services
Experience
Ambrosia Group, LLC August 2008 - Present
Merrill Lynch April 2006 - May 2008
JPMorgan Chase March 2005 - December 2005
Mass Mutual February 2002 - March 2005
Susie Kim Productions October 1996 - March 2002
Skills
Marketing, New Business Development, Strategic Planning, Marketing Strategy, Team Building, Business Development, Marketing Communications, Social Media Marketing, Negotiation, Finance, Project Management, Public Relations, Advertising, Product Development, Social Media, Investments, Sales, Improvisation
Education
Cooking and Hospitality Institute of Chicago 2002 — 2004
Associate of Arts and Sciences (A.A.S.), French Culinary Arts
Loyola University of Chicago 1992 — 1996
BBA, Marketing & Economics
Ambrosia Group, LLC August 2008 - Present
Merrill Lynch April 2006 - May 2008
JPMorgan Chase March 2005 - December 2005
Mass Mutual February 2002 - March 2005
Susie Kim Productions October 1996 - March 2002
Skills
Marketing, New Business Development, Strategic Planning, Marketing Strategy, Team Building, Business Development, Marketing Communications, Social Media Marketing, Negotiation, Finance, Project Management, Public Relations, Advertising, Product Development, Social Media, Investments, Sales, Improvisation
Education
Cooking and Hospitality Institute of Chicago 2002 — 2004
Associate of Arts and Sciences (A.A.S.), French Culinary Arts
Loyola University of Chicago 1992 — 1996
BBA, Marketing & Economics
Dana Patten's Merrill Lynch Experience February 2000 - June 2009
Job Regional Developer at ActiveRx
Industry Health, Wellness and Fitness
Lauren Rutkowski's Merrill Lynch Experience January 2008 - May 2008
Job Manager at MorganFranklin Consulting
Industry Financial Services
Experience
MorganFranklin Consulting October 2012 - Present
IBM Global Services August 2009 - October 2012
Inverness Graham Investments May 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Risk Management, NetSuite, VBA, Procure-to-Pay, Record to Report, Financial Analysis, Financial Accounting, Analysis, Portfolio Management, Mergers & Acquisitions, Valuation, Due Diligence, Managerial Finance, Financial Services, Business Process..., Business Analysis, Management Consulting, Consulting, Leadership
Education
Loyola College in Maryland
Bachelor of Business Administration (BBA), Economics
University College Cork
Bachelor of Business Administration (BBA), Economics
MorganFranklin Consulting October 2012 - Present
IBM Global Services August 2009 - October 2012
Inverness Graham Investments May 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Skills
Risk Management, NetSuite, VBA, Procure-to-Pay, Record to Report, Financial Analysis, Financial Accounting, Analysis, Portfolio Management, Mergers & Acquisitions, Valuation, Due Diligence, Managerial Finance, Financial Services, Business Process..., Business Analysis, Management Consulting, Consulting, Leadership
Education
Loyola College in Maryland
Bachelor of Business Administration (BBA), Economics
University College Cork
Bachelor of Business Administration (BBA), Economics
Steven Pravetz's Merrill Lynch Experience January 2009 - May 2009
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Fortress Investment Group April 2013 - November 2014
Citco Fund Services June 2012 - May 2013
Morgan Stanley March 2010 - June 2012
Morgan StanleyB October 2009 - March 2010
Merrill Lynch January 2009 - May 2009
Western Asset Management June 2008 - September 2008
Skills
GMI, Derivatives, Operations Training, Fixed Income, Treasury, Investments, Equities, Hedge Funds, Financial Analysis, Finance, Alternative Investments, Options, Portfolio Management, Equity Derivatives, Capital Markets
Education
CFA Level II Candidate 2015
Loyola University Maryland 2005 — 2009
B.B.A., Business Economics
Universidad de Alcalá 2008 — 2008
Morgan Stanley January 2015 - Present
Fortress Investment Group April 2013 - November 2014
Citco Fund Services June 2012 - May 2013
Morgan Stanley March 2010 - June 2012
Morgan StanleyB October 2009 - March 2010
Merrill Lynch January 2009 - May 2009
Western Asset Management June 2008 - September 2008
Skills
GMI, Derivatives, Operations Training, Fixed Income, Treasury, Investments, Equities, Hedge Funds, Financial Analysis, Finance, Alternative Investments, Options, Portfolio Management, Equity Derivatives, Capital Markets
Education
CFA Level II Candidate 2015
Loyola University Maryland 2005 — 2009
B.B.A., Business Economics
Universidad de Alcalá 2008 — 2008
BJ Necel's Merrill Lynch Experience May 2001 - August 2001
Job Vice President Secondary Marketing at Primary Capital Mortgage, LLC
Industry Financial Services
Experience
Primary Capital Mortgage, LLC May 2015 - Present
AmeriSave Mortgage Corporation March 2015 - April 2015
Amerisave Mortgage Corporation August 2012 - March 2015
Amerisave Mortgage Corporation January 2006 - August 2012
AmeriSave Mortgage Corporation July 2004 - January 2006
AmeriSave Mortgage Corporation November 2003 - July 2004
AmeriSave Mortgage Corporation January 2003 - November 2003
AmeriSave Mortgage Corporation September 2002 - January 2003
AmeriSave Mortgage Corporation August 2002 - September 2002
Merrill Lynch May 2001 - August 2001
Skills
Financial Analysis, Management, Consumer Lending, Mortgage Lending, Risk Management, Residential Mortgages, Financial Services, Credit Risk, Loans, Mortgage Banking, Credit, Loan Origination, Underwriting, Finance, Refinance, Credit Analysis, Real Estate, USDA, Banking, Portfolio Management, Financial Modeling, VA loans, Commercial Lending, Mortgage Underwriting, FHA, Investments, Market Research, Team Building, Strategy, FHA Financing, Financial Risk, Real Estate Financing, Relationship Management, Customer Service, Leadership, Sales
Education
Loyola University Maryland 1998 — 2002
Bachelor's Degree, Business Administration and Management, Finance
Katholieke Universiteit Leuven 2000 — 2001
None, Finance, General
Canisius High School 1996 — 1998
St. Joseph's Preparatory School 1995 — 1996
Primary Capital Mortgage, LLC May 2015 - Present
AmeriSave Mortgage Corporation March 2015 - April 2015
Amerisave Mortgage Corporation August 2012 - March 2015
Amerisave Mortgage Corporation January 2006 - August 2012
AmeriSave Mortgage Corporation July 2004 - January 2006
AmeriSave Mortgage Corporation November 2003 - July 2004
AmeriSave Mortgage Corporation January 2003 - November 2003
AmeriSave Mortgage Corporation September 2002 - January 2003
AmeriSave Mortgage Corporation August 2002 - September 2002
Merrill Lynch May 2001 - August 2001
Skills
Financial Analysis, Management, Consumer Lending, Mortgage Lending, Risk Management, Residential Mortgages, Financial Services, Credit Risk, Loans, Mortgage Banking, Credit, Loan Origination, Underwriting, Finance, Refinance, Credit Analysis, Real Estate, USDA, Banking, Portfolio Management, Financial Modeling, VA loans, Commercial Lending, Mortgage Underwriting, FHA, Investments, Market Research, Team Building, Strategy, FHA Financing, Financial Risk, Real Estate Financing, Relationship Management, Customer Service, Leadership, Sales
Education
Loyola University Maryland 1998 — 2002
Bachelor's Degree, Business Administration and Management, Finance
Katholieke Universiteit Leuven 2000 — 2001
None, Finance, General
Canisius High School 1996 — 1998
St. Joseph's Preparatory School 1995 — 1996
Maria Lykos's Merrill Lynch Experience May 2006 - August 2006
Job Analyst at National Grid
Industry Utilities
Experience
National Grid June 2009 - Present
CareFirst BlueCross BlueShield September 2008 - May 2009
Madison National Bank June 2007 - September 2008
Morgan Stanley February 2007 - May 2007
Merrill Lynch May 2006 - August 2006
Education
Loyola University Maryland 2005 — 2009
University of International Business and Economics
National Grid June 2009 - Present
CareFirst BlueCross BlueShield September 2008 - May 2009
Madison National Bank June 2007 - September 2008
Morgan Stanley February 2007 - May 2007
Merrill Lynch May 2006 - August 2006
Education
Loyola University Maryland 2005 — 2009
University of International Business and Economics
Bryan Gunderson's Merrill Lynch Experience October 2008 - March 2009
Job Finance Manager United Entertainment Group, a DJE Company
Industry Marketing and Advertising
Experience
United Entertainment Group, a DJE Company December 2013 - Present
ESPN October 2012 - December 2013
frog design February 2010 - October 2012
Merrill Lynch October 2008 - March 2009
J.P. Morgan July 2006 - July 2008
Skills
Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Leadership, Forecasting, Utilization Management, Budgets, Strategy, Program Management, Salesforce.com, Corporate Finance, Project Finance, Microsoft Excel, SAP, Operations Management, Capacity Planning, Project Management, Digital Media, Risk Management, Sales Operations, Pricing Analysis, Omniture, Project Planning, Management
Education
Loyola University Maryland 2002 — 2006
BBA
Delbarton School 1998 — 2002
United Entertainment Group, a DJE Company December 2013 - Present
ESPN October 2012 - December 2013
frog design February 2010 - October 2012
Merrill Lynch October 2008 - March 2009
J.P. Morgan July 2006 - July 2008
Skills
Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Leadership, Forecasting, Utilization Management, Budgets, Strategy, Program Management, Salesforce.com, Corporate Finance, Project Finance, Microsoft Excel, SAP, Operations Management, Capacity Planning, Project Management, Digital Media, Risk Management, Sales Operations, Pricing Analysis, Omniture, Project Planning, Management
Education
Loyola University Maryland 2002 — 2006
BBA
Delbarton School 1998 — 2002
Jeanette Senft Trust's Merrill Lynch Experience June 2000 - August 2004
Job Event & Roadshow Marketing, AVP at Barclays
Industry Events Services
Experience
Barclays January 2005 - Present
Deloitte August 2004 - January 2005
Merrill Lynch June 2000 - August 2004
Skills
Event Planning, Corporate Events, Hospitality, Sponsorship, Event Management, Trade Shows, Marketing, Food & Beverage, Vendor Management, Marketing Communications, Budget, Project Management, Corporate Communications, Marketing Strategy, Contract Negotiation
Education
Loyola College in Maryland 1996 — 2000
BBA, Finance
Our Lady of Mercy Academy 1992 — 1996
Barclays January 2005 - Present
Deloitte August 2004 - January 2005
Merrill Lynch June 2000 - August 2004
Skills
Event Planning, Corporate Events, Hospitality, Sponsorship, Event Management, Trade Shows, Marketing, Food & Beverage, Vendor Management, Marketing Communications, Budget, Project Management, Corporate Communications, Marketing Strategy, Contract Negotiation
Education
Loyola College in Maryland 1996 — 2000
BBA, Finance
Our Lady of Mercy Academy 1992 — 1996
Brian Heese's Merrill Lynch Experience 1996 - 2008
Job
Industry International Trade and Development
Experience
One Acre Fund 2015 - Present
Cristo Rey New York High School August 2008 - May 2015
Merrill Lynch 1996 - 2008
Price Waterhouse 1986 - 1994
Skills
Financial Analysis, Capital Markets, Data Analysis, Business Strategy, Team Leadership, Performance Management, Sales, Sales Presentations, Customer Satisfaction, Mentoring Of Staff
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Loyola University New Orleans 1981 — 1986
BBA, Accounting
One Acre Fund 2015 - Present
Cristo Rey New York High School August 2008 - May 2015
Merrill Lynch 1996 - 2008
Price Waterhouse 1986 - 1994
Skills
Financial Analysis, Capital Markets, Data Analysis, Business Strategy, Team Leadership, Performance Management, Sales, Sales Presentations, Customer Satisfaction, Mentoring Of Staff
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Loyola University New Orleans 1981 — 1986
BBA, Accounting
Lauren Galvin's Merrill Lynch Experience April 2015 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Merrill Lynch July 2012 - Present
Merrill Lynch Trust Company November 2010 - July 2012
Education
St. John's University School of Law 2006 — 2009
JD
Loyola University Maryland 2001 — 2005
BA, Communications
Merrill Lynch April 2015 - Present
Merrill Lynch July 2012 - Present
Merrill Lynch Trust Company November 2010 - July 2012
Education
St. John's University School of Law 2006 — 2009
JD
Loyola University Maryland 2001 — 2005
BA, Communications
Darren Eichelberger's Merrill Lynch Experience January 1998 - April 1998
Job Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae November 2009 - Present
Wells Fargo Bank, NA May 2007 - January 2009
Wells Fargo January 2004 - May 2007
Wells Fargo January 2001 - December 2003
Deutsche Bank July 1998 - January 2001
Merrill Lynch January 1998 - April 1998
Magellan Health Services January 1996 - June 1997
Education
Loyola University Maryland 2000 — 2002
MBA
Towson University 1995 — 1998
BS, Finance/Business
Fannie Mae November 2009 - Present
Wells Fargo Bank, NA May 2007 - January 2009
Wells Fargo January 2004 - May 2007
Wells Fargo January 2001 - December 2003
Deutsche Bank July 1998 - January 2001
Merrill Lynch January 1998 - April 1998
Magellan Health Services January 1996 - June 1997
Education
Loyola University Maryland 2000 — 2002
MBA
Towson University 1995 — 1998
BS, Finance/Business
Ryan Plank's Merrill Lynch Experience October 2005 - December 2008
Job Experienced Professional With Diverse Background
Industry Financial Services
Experience
Esoteric Mechanical January 2009 - March 2010
Merrill Lynch October 2005 - December 2008
Education
Loyola University Maryland 2000 — 2004
B.A., Management Information Systems
Iona Preparatory 1996 — 2000
Esoteric Mechanical January 2009 - March 2010
Merrill Lynch October 2005 - December 2008
Education
Loyola University Maryland 2000 — 2004
B.A., Management Information Systems
Iona Preparatory 1996 — 2000
Brian Timothy Conlon's Merrill Lynch Experience March 2006 - May 2012
Job Financial Advisor – Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Merrill Lynch March 2006 - May 2012
Advest, Inc. June 2002 - December 2005
Education
Loyola College in Maryland 1997 — 2001
English
Wells Fargo Advisors, LLC May 2012 - Present
Merrill Lynch March 2006 - May 2012
Advest, Inc. June 2002 - December 2005
Education
Loyola College in Maryland 1997 — 2001
English
Sheilah Tiangco-Hugo's Merrill Lynch Experience July 2009 - Present
Job AVP Managed Account Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2009 - Present
Dreman Value Management April 2005 - April 2009
Chicago Asset Management 2001 - 2003
Mid-Continent Capital, LLC 1996 - February 2001
Education
Loyola University Chicago 1992 — 1996
Business, Finance
Merrill Lynch July 2009 - Present
Dreman Value Management April 2005 - April 2009
Chicago Asset Management 2001 - 2003
Mid-Continent Capital, LLC 1996 - February 2001
Education
Loyola University Chicago 1992 — 1996
Business, Finance
Lisa Manganello's Merrill Lynch Experience 2002 - 2007
Job Head of Integrated Brand Marketing
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management December 2012 - Present
Manganello Marketing Solutions 2007 - December 2012
Oculus Partners 2011 - 2011
Merrill Lynch 2002 - 2007
WPP 1994 - 2002
Robert Marston And Associates, Inc. 1994 - 1994
Procter & Gamble 1993 - 1994
Skills
Marketing Strategy, Market Research, Program Development, Client Experience, Integrated Marketing, Segmentation, Creative Direction, Marketing Communications, Corporate Communications, Brand Development, Corporate Branding, Public Relations, Advertising, Strategic Planning, Creative Strategy, Media Relations, Strategy
Education
Loyola College in Maryland 1990 — 1994
Bachelor's degree, English Language and Literature, General and Communications
Loyola University Maryland 1990 — 1994
BA, English Literature, Communications, Journalism
Morgan Stanley Wealth Management December 2012 - Present
Manganello Marketing Solutions 2007 - December 2012
Oculus Partners 2011 - 2011
Merrill Lynch 2002 - 2007
WPP 1994 - 2002
Robert Marston And Associates, Inc. 1994 - 1994
Procter & Gamble 1993 - 1994
Skills
Marketing Strategy, Market Research, Program Development, Client Experience, Integrated Marketing, Segmentation, Creative Direction, Marketing Communications, Corporate Communications, Brand Development, Corporate Branding, Public Relations, Advertising, Strategic Planning, Creative Strategy, Media Relations, Strategy
Education
Loyola College in Maryland 1990 — 1994
Bachelor's degree, English Language and Literature, General and Communications
Loyola University Maryland 1990 — 1994
BA, English Literature, Communications, Journalism
Lori Boo's Merrill Lynch Experience 1984 - 1994
Job Institutional Sales at Barrington Reserach
Industry Financial Services
Experience
Barrington Reserach September 2003 - June 2011
Vector Securities April 1994 - February 2003
Merrill Lynch 1984 - 1994
Education
Loyola University of Chicago 1989 — 1991
MBA, Finance
University of Iowa 1979 — 1983
B.A., Communications
Barrington Reserach September 2003 - June 2011
Vector Securities April 1994 - February 2003
Merrill Lynch 1984 - 1994
Education
Loyola University of Chicago 1989 — 1991
MBA, Finance
University of Iowa 1979 — 1983
B.A., Communications
Michael O'Keeffe's Merrill Lynch Experience February 2008 - May 2008
Job 1919 Investment Counsel
Industry Financial Services
Experience
1919 Investment Counsel (formerly Legg Mason Investment Counsel) November 2014 - Present
Legg Mason Investment Counsel April 2012 - November 2014
Legg Mason Investment Counsel May 2010 - April 2012
Legg Mason June 2008 - May 2010
Merrill Lynch February 2008 - May 2008
Loyola University Maryland October 2006 - January 2008
Office of Congressman Chris Smith June 2006 - August 2006
Skills
Investments, Analysis, Bloomberg, Finance, Asset Allocation, Equities, Financial Analysis, Economics, Advent, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, FactSet, Morningstar Direct, APX, Moxy, Portia, Mutual Funds, Asset Management, Accounting, Fixed Income, ETFs
Education
Loyola University Maryland 2004 — 2008
BBA, Economics, Minor in Political Science
Christian Brothers Academy 2000 — 2004
High School
1919 Investment Counsel (formerly Legg Mason Investment Counsel) November 2014 - Present
Legg Mason Investment Counsel April 2012 - November 2014
Legg Mason Investment Counsel May 2010 - April 2012
Legg Mason June 2008 - May 2010
Merrill Lynch February 2008 - May 2008
Loyola University Maryland October 2006 - January 2008
Office of Congressman Chris Smith June 2006 - August 2006
Skills
Investments, Analysis, Bloomberg, Finance, Asset Allocation, Equities, Financial Analysis, Economics, Advent, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, FactSet, Morningstar Direct, APX, Moxy, Portia, Mutual Funds, Asset Management, Accounting, Fixed Income, ETFs
Education
Loyola University Maryland 2004 — 2008
BBA, Economics, Minor in Political Science
Christian Brothers Academy 2000 — 2004
High School
Mike Furnari's Merrill Lynch Experience October 2014 - Present
Job
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Skills
Management, PowerPoint, Microsoft Office, Leadership, Process Improvement, Microsoft Excel, Microsoft Word, Sales, Training, Photoshop
Education
Loyola University Maryland 1977 — 1981
Bachelor Of Science Business Adminstration, Business, Finance, Computers
Merrill Lynch October 2014 - Present
Skills
Management, PowerPoint, Microsoft Office, Leadership, Process Improvement, Microsoft Excel, Microsoft Word, Sales, Training, Photoshop
Education
Loyola University Maryland 1977 — 1981
Bachelor Of Science Business Adminstration, Business, Finance, Computers
Christopher McSweeney's Merrill Lynch Experience May 2009 - September 2009
Job Inventory Control Analyst Vineyard Vines
Industry Logistics and Supply Chain
Experience
Vineyard Vines December 2013 - Present
Parchem – fine & specialty chemicals April 2013 - November 2013
Fried, Frank, Harris, Shriver & Jacobson, LLP July 2010 - March 2013
Merrill Lynch May 2009 - September 2009
Education
Loyola University Maryland 2006 — 2010
Bachelor, Business Administration
Fordham Preparatory School 2002 — 2006
Bronx, NY
Vineyard Vines December 2013 - Present
Parchem – fine & specialty chemicals April 2013 - November 2013
Fried, Frank, Harris, Shriver & Jacobson, LLP July 2010 - March 2013
Merrill Lynch May 2009 - September 2009
Education
Loyola University Maryland 2006 — 2010
Bachelor, Business Administration
Fordham Preparatory School 2002 — 2006
Bronx, NY
Jeff Cave's Merrill Lynch Experience January 2007 - Present
Job UHNW Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
Merrill Lynch April 2000 - December 2006
Merrill Lynch January 1993 - March 2000
Skills
Series 7, Wealth Management, Series 63, CIMA, Mutual Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Fixed Income, Investment Advisory, Equities, Investment Strategies
Education
Loyola University New Orleans
BBA, Marketing & Management
University of Minnesota - Carlson School of Management
MBA, Marketing
Merrill Lynch January 2007 - Present
Merrill Lynch April 2000 - December 2006
Merrill Lynch January 1993 - March 2000
Skills
Series 7, Wealth Management, Series 63, CIMA, Mutual Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Fixed Income, Investment Advisory, Equities, Investment Strategies
Education
Loyola University New Orleans
BBA, Marketing & Management
University of Minnesota - Carlson School of Management
MBA, Marketing
Andre Jabban's Merrill Lynch Experience September 2012 - April 2013
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Loyola University Maryland September 2009 - May 2013
Merrill Lynch September 2012 - April 2013
York Capital Management May 2012 - August 2012
P. Schoenfeld Asset Management (PSAM) May 2011 - August 2011
Draftfcb June 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, Italian, French, Portfolio Management, Bloomberg, Research, Marketing, Finance
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Marketing
Morgan Stanley June 2013 - Present
Loyola University Maryland September 2009 - May 2013
Merrill Lynch September 2012 - April 2013
York Capital Management May 2012 - August 2012
P. Schoenfeld Asset Management (PSAM) May 2011 - August 2011
Draftfcb June 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Office, Italian, French, Portfolio Management, Bloomberg, Research, Marketing, Finance
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Marketing
Geiger Kenneth's Merrill Lynch Experience 2006 - 2007
Job Director at Capital One
Industry Financial Services
Experience
Capital One November 2009 - Present
CIT Group, Inc. 2007 - 2009
Merrill Lynch 2006 - 2007
Fleet Bank/ Bank ofAmerica 2001 - 2006
Skills
Portfolio Management, Banking, Credit, Commercial Banking, Credit Analysis, Financial Analysis, Corporate Finance, Risk Management, Commercial Lending, Underwriting, Loans, Structured Finance, Financial Services, Workout, Credit Risk
Education
Loyola University Maryland
Bachelor’s Degree
Seton Hall Law School
Juris Doctor (J.D.)
University of Baltimore
Master of Business Administration (M.B.A.)
Capital One November 2009 - Present
CIT Group, Inc. 2007 - 2009
Merrill Lynch 2006 - 2007
Fleet Bank/ Bank ofAmerica 2001 - 2006
Skills
Portfolio Management, Banking, Credit, Commercial Banking, Credit Analysis, Financial Analysis, Corporate Finance, Risk Management, Commercial Lending, Underwriting, Loans, Structured Finance, Financial Services, Workout, Credit Risk
Education
Loyola University Maryland
Bachelor’s Degree
Seton Hall Law School
Juris Doctor (J.D.)
University of Baltimore
Master of Business Administration (M.B.A.)
Don Schink's Merrill Lynch Experience July 2008 - October 2008
Job Risk Control Analyst at Morgan Stanley
Industry Financial Services
Experience
Viega August 2012 - Present
Morgan Stanley May 2011 - August 2012
Morgan Stanley August 2009 - May 2011
Morgan Stanley October 2008 - May 2009
Merrill Lynch July 2008 - October 2008
Education
Loyola College in Maryland 2005 — 2009
BBA, International Business & Finance
Viega August 2012 - Present
Morgan Stanley May 2011 - August 2012
Morgan Stanley August 2009 - May 2011
Morgan Stanley October 2008 - May 2009
Merrill Lynch July 2008 - October 2008
Education
Loyola College in Maryland 2005 — 2009
BBA, International Business & Finance
Christian Reinecker's Merrill Lynch Experience September 1994 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1994 - Present
Education
Loyola College in Maryland 1990 — 1994
Merrill Lynch September 1994 - Present
Education
Loyola College in Maryland 1990 — 1994
Daniel Schiemel's Merrill Lynch Experience September 2006 - August 2007
Job Investment Auditor
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
Linden Advisors September 2007 - December 2012
Merrill Lynch September 2006 - August 2007
Bear Stearns May 2005 - August 2007
Bloomberg 2004 - 2005
Skills
Equities, Alternative Investments, Middle Office, Fixed Income, Hedge Funds, CDS, Internal Audit, Operational Risk, Risk Assessment, Auditing, Investment Compliance, Internal Controls, Bloomberg, Public Speaking, Securities Lending, SOX 404, Regulatory Compliance, Risk Analysis, Employee Training, Resource Development, Prime Brokerage, ETFs, Credit Derivatives, Bonds, Mutual Funds, Asset Allocation, Securities, Swaps, Anti Money Laundering, FCPA, UCITS, Basel III
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.4
KMHS 1997 — 2001
High School Diploma
New York Life Insurance Company December 2012 - Present
Linden Advisors September 2007 - December 2012
Merrill Lynch September 2006 - August 2007
Bear Stearns May 2005 - August 2007
Bloomberg 2004 - 2005
Skills
Equities, Alternative Investments, Middle Office, Fixed Income, Hedge Funds, CDS, Internal Audit, Operational Risk, Risk Assessment, Auditing, Investment Compliance, Internal Controls, Bloomberg, Public Speaking, Securities Lending, SOX 404, Regulatory Compliance, Risk Analysis, Employee Training, Resource Development, Prime Brokerage, ETFs, Credit Derivatives, Bonds, Mutual Funds, Asset Allocation, Securities, Swaps, Anti Money Laundering, FCPA, UCITS, Basel III
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business, 3.4
KMHS 1997 — 2001
High School Diploma
Thomas W Dugan's Merrill Lynch Experience January 1967 - August 1975
Job sr vp at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC August 1975 - Present
merrill lynch January 1967 - August 1975
Education
University of Chicago 1963 — 1965
Loyola University of Chicago 1957 — 1961
Bachelor of Science (BS), Psychology
MorganStanley SmithBarney LLC August 1975 - Present
merrill lynch January 1967 - August 1975
Education
University of Chicago 1963 — 1965
Loyola University of Chicago 1957 — 1961
Bachelor of Science (BS), Psychology
Patty Ann Hamblen's Merrill Lynch Experience June 1999 - Present
Job First Vice President Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 1999 - Present
Quick & Reilly June 1988 - June 1999
Skills
Financial Advisory, CMFC, CRPC, CFM, Series 7, 63 Licenses, Series 65, Life & Health Insurance..., Managed Money, Wealth Preservation..., Multi-generational..., Wealth Management..., HNW
Education
St. Bonaventure University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Loyola College in Maryland
Finance, General
Merrill Lynch June 1999 - Present
Quick & Reilly June 1988 - June 1999
Skills
Financial Advisory, CMFC, CRPC, CFM, Series 7, 63 Licenses, Series 65, Life & Health Insurance..., Managed Money, Wealth Preservation..., Multi-generational..., Wealth Management..., HNW
Education
St. Bonaventure University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Loyola College in Maryland
Finance, General
Adam Koprucki's Merrill Lynch Experience June 2009 - August 2009
Job Exotic Interest Rates and Structured Products Bookrunner at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
UBS October 2009 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Internal Controls, Prime Brokerage, Structured Products, Exotic Derivatives, Greeks, PnL Management, Interest Rate...
Education
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Upper Moreland High School
J.P. Morgan May 2014 - Present
UBS October 2009 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Internal Controls, Prime Brokerage, Structured Products, Exotic Derivatives, Greeks, PnL Management, Interest Rate...
Education
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Upper Moreland High School
Phil Dietz's Merrill Lynch Experience September 1997 - March 2009
Job Me
Industry Investment Management
Experience
Wells Fargo Advisors March 2009 - Present
none June 1943 - Present
Merrill Lynch September 1997 - March 2009
Defense Electronic Companies September 1966 - April 1997
Skills
Microsoft Office, Management, Social Media, Photoshop, Sales, Leadership, Strategy, Business Development, Team Leadership, Training
Education
Loyola University Maryland 1960 — 1964
Bachelor of Science (BS), Physics-Engineering
University of South Carolina-Columbia
Master of Science (MS), Electrical and Electronics Engineering
Wells Fargo Advisors March 2009 - Present
none June 1943 - Present
Merrill Lynch September 1997 - March 2009
Defense Electronic Companies September 1966 - April 1997
Skills
Microsoft Office, Management, Social Media, Photoshop, Sales, Leadership, Strategy, Business Development, Team Leadership, Training
Education
Loyola University Maryland 1960 — 1964
Bachelor of Science (BS), Physics-Engineering
University of South Carolina-Columbia
Master of Science (MS), Electrical and Electronics Engineering
Neela Taub's Merrill Lynch Experience September 2005 - May 2007
Job Senior Project Manager, The Advance Group
Industry Transportation/Trucking/Railroad
Experience
Diversity Services March 2015 - Present
Hertz July 2009 - Present
The Advance Group March 2014 - November 2014
UPS September 2008 - April 2009
UBS June 2007 - December 2007
Merrill Lynch September 2005 - May 2007
Practising Law Institute (PLI) October 1997 - November 2002
Skills
Team Building, Event Planning, Customer Service, Outlook, Event Management, Leadership
Education
Montclair State University 2003 — 2005
Bachelor of Arts (BA)
Loyola University Chicago 1988 — 1991
Culinary Institute of America 1987 — 1988
Academy of the Sacred Heart (Sheridan Road Schools) 1982 — 1986
Diversity Services March 2015 - Present
Hertz July 2009 - Present
The Advance Group March 2014 - November 2014
UPS September 2008 - April 2009
UBS June 2007 - December 2007
Merrill Lynch September 2005 - May 2007
Practising Law Institute (PLI) October 1997 - November 2002
Skills
Team Building, Event Planning, Customer Service, Outlook, Event Management, Leadership
Education
Montclair State University 2003 — 2005
Bachelor of Arts (BA)
Loyola University Chicago 1988 — 1991
Culinary Institute of America 1987 — 1988
Academy of the Sacred Heart (Sheridan Road Schools) 1982 — 1986
Timothy Woods's Merrill Lynch Experience July 2000 - October 2001
Job SPX Option Execution at ConvergEx
Industry Financial Services
Experience
Convergex April 2014 - Present
J.P. Morgan January 2004 - February 2014
Electronic Brokerage Systems July 2001 - December 2003
Merrill Lynch July 2000 - October 2001
O'Connor & Co. March 1997 - June 2000
The LaSalle Group March 1994 - March 1997
Skills
Technical Analysis, Trading Floor, Futures Trading, Equities, Trading Strategies, Electronic Trading, Compliance, Market Analysis, Equity Trading, Options, Trading, Equity Derivatives, Series 7, Index Options, Trading Systems, Bloomberg Terminal, Hedge Funds, Financial Markets
Education
Loyola University Chicago
Bachelor of Science (BS)
Fenwick
Convergex April 2014 - Present
J.P. Morgan January 2004 - February 2014
Electronic Brokerage Systems July 2001 - December 2003
Merrill Lynch July 2000 - October 2001
O'Connor & Co. March 1997 - June 2000
The LaSalle Group March 1994 - March 1997
Skills
Technical Analysis, Trading Floor, Futures Trading, Equities, Trading Strategies, Electronic Trading, Compliance, Market Analysis, Equity Trading, Options, Trading, Equity Derivatives, Series 7, Index Options, Trading Systems, Bloomberg Terminal, Hedge Funds, Financial Markets
Education
Loyola University Chicago
Bachelor of Science (BS)
Fenwick
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank