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
Hendrik de Ruiter Hendrik de Ruiter's Merrill Lynch Experience June 2012 - August 2012
Job Regional Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2014 - Present
R. Seelaus & Co., Inc. June 2013 - July 2014
Merrill Lynch June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Bloomberg, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Corporate Finance, Microsoft Office
Education
Muhlenberg College 2009 — 2013
Bachelor's degree, Finance and Business Administration
Maastricht University 2011 — 2011
Study Abroad
AllianceBernstein October 2014 - Present
R. Seelaus & Co., Inc. June 2013 - July 2014
Merrill Lynch June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Bloomberg, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Corporate Finance, Microsoft Office
Education
Muhlenberg College 2009 — 2013
Bachelor's degree, Finance and Business Administration
Maastricht University 2011 — 2011
Study Abroad
Jennifer Sik, CFP® Jennifer Sik, CFP®'s Merrill Lynch Experience November 2007 - Present
Job Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Women's Funding Alliance January 2013 - Present
Rotary Club July 2012 - June 2014
Mercer Island Youth and Family Services Foundation January 2008 - June 2014
Seattle University September 2009 - September 2012
Mercer Island Youth and Family Services Foundation January 2010 - June 2011
Washington Women's Foundation January 2011 - April 2011
Sterling Savings Bank September 2006 - October 2007
National Australia Bank March 1993 - March 2005
ClickThings, Inc., New York, NY November 1999 - May 2001
Skills
Leadership Development, Community Engagement, Vision Development, 401k, Retirement Solutions, Roth IRA, Retirement Planning, Retirement, Profit Sharing, SEP, Defined Benefit, Long Term Care, Employee Benefits, Wealth Transfer, Stocks, Estate Planning, Wealth Accumulation, Executive Compensation, 529 Plans, IRA's, Investments, Investment Strategies, IRAs, Financial Advisory, Small Business, Wealth, Entrepreneurship, Executive Pay, Long-term Care, Banking, Fundraising, Business Development, Asset Allocation, Leadership, Public Speaking, Loans, Wealth Management, Portfolio Management, Management, Finance
Education
Leadership Tomorrow 2011 — 2012
Macquarie University 1992 — 1993
Master of Applied Finance
The University of Hong Kong 1986 — 1989
Bachelor of Arts
Merrill Lynch November 2007 - Present
Women's Funding Alliance January 2013 - Present
Rotary Club July 2012 - June 2014
Mercer Island Youth and Family Services Foundation January 2008 - June 2014
Seattle University September 2009 - September 2012
Mercer Island Youth and Family Services Foundation January 2010 - June 2011
Washington Women's Foundation January 2011 - April 2011
Sterling Savings Bank September 2006 - October 2007
National Australia Bank March 1993 - March 2005
ClickThings, Inc., New York, NY November 1999 - May 2001
Skills
Leadership Development, Community Engagement, Vision Development, 401k, Retirement Solutions, Roth IRA, Retirement Planning, Retirement, Profit Sharing, SEP, Defined Benefit, Long Term Care, Employee Benefits, Wealth Transfer, Stocks, Estate Planning, Wealth Accumulation, Executive Compensation, 529 Plans, IRA's, Investments, Investment Strategies, IRAs, Financial Advisory, Small Business, Wealth, Entrepreneurship, Executive Pay, Long-term Care, Banking, Fundraising, Business Development, Asset Allocation, Leadership, Public Speaking, Loans, Wealth Management, Portfolio Management, Management, Finance
Education
Leadership Tomorrow 2011 — 2012
Macquarie University 1992 — 1993
Master of Applied Finance
The University of Hong Kong 1986 — 1989
Bachelor of Arts
Jessica Khourie Jessica Khourie's Merrill Lynch Experience July 2008 - April 2009
Job Senior Assistant Brand Manager, Pampers at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble July 2015 - Present
Procter & Gamble July 2014 - June 2015
Procter & Gamble December 2012 - June 2014
Procter & Gamble July 2012 - November 2012
Procter & Gamble June 2010 - June 2012
Kellogg Company May 2009 - May 2010
Merrill Lynch July 2008 - April 2009
Skills
Financial Analysis, Management, Forecasting, Analysis, Consumer Products, Market Research, Competitive Analysis, Strategy, Strategic Planning, Cross-functional Team..., Time Management, Financial Modeling, Market Analysis, Pricing
Education
Xavier University 2006 — 2010
BSBA, Finance, Marketing, International Business
Universiteit Maastricht 2008 — 2008
Summer Study Abroad, International Business
Procter & Gamble July 2015 - Present
Procter & Gamble July 2014 - June 2015
Procter & Gamble December 2012 - June 2014
Procter & Gamble July 2012 - November 2012
Procter & Gamble June 2010 - June 2012
Kellogg Company May 2009 - May 2010
Merrill Lynch July 2008 - April 2009
Skills
Financial Analysis, Management, Forecasting, Analysis, Consumer Products, Market Research, Competitive Analysis, Strategy, Strategic Planning, Cross-functional Team..., Time Management, Financial Modeling, Market Analysis, Pricing
Education
Xavier University 2006 — 2010
BSBA, Finance, Marketing, International Business
Universiteit Maastricht 2008 — 2008
Summer Study Abroad, International Business
Ross Frei Ross Frei's Merrill Lynch Experience May 2011 - August 2011
Job Senior Associate | OutcomesMTM
Industry Hospital & Health Care
Experience
OutcomesMTM January 2015 - Present
OutcomesMTM April 2014 - January 2015
OutcomesMTM June 2012 - April 2014
Luther College September 2009 - May 2012
Merrill Lynch May 2011 - August 2011
US EPA January 2011 - April 2011
Skills
Windows, Mac OS X, PowerPoint, Facebook, Google+, Google Docs, Lotus Notes, Archon, Socrata, Twitter, LinkedIn, Google Maps, Analysis, Editing, Social Networking, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Customer Service, Management, Project Management, Healthcare, OS X, Social Media
Education
Drake University 2014 — 2016
Master of Business Administration (MBA), Health/Health Care Administration/Management
Luther College 2008 — 2012
BA, Management, Economics
OutcomesMTM January 2015 - Present
OutcomesMTM April 2014 - January 2015
OutcomesMTM June 2012 - April 2014
Luther College September 2009 - May 2012
Merrill Lynch May 2011 - August 2011
US EPA January 2011 - April 2011
Skills
Windows, Mac OS X, PowerPoint, Facebook, Google+, Google Docs, Lotus Notes, Archon, Socrata, Twitter, LinkedIn, Google Maps, Analysis, Editing, Social Networking, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Customer Service, Management, Project Management, Healthcare, OS X, Social Media
Education
Drake University 2014 — 2016
Master of Business Administration (MBA), Health/Health Care Administration/Management
Luther College 2008 — 2012
BA, Management, Economics
David Patritti David Patritti's Merrill Lynch Experience January 1994 - December 2008
Job Senior Financial Advisor at J. A. Glynn & Co.
Industry Financial Services
Experience
J.A. Glynn Investments December 2008 - Present
Merrill Lynch January 1994 - December 2008
Loyola University University New Orleans August 1991 - December 1994
Skills
Investments, Investment Advisory, Portfolio Management, Investment Strategies, Asset Allocation, Series 7
Education
Loyola University New Orleans 1987 — 1991
Bachelor of Arts, Psychology
J.A. Glynn Investments December 2008 - Present
Merrill Lynch January 1994 - December 2008
Loyola University University New Orleans August 1991 - December 1994
Skills
Investments, Investment Advisory, Portfolio Management, Investment Strategies, Asset Allocation, Series 7
Education
Loyola University New Orleans 1987 — 1991
Bachelor of Arts, Psychology
Evan Soso's Merrill Lynch Experience January 2011 - June 2011
Job Sr. Manager Pinnacle High Net Worth Teams at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab October 2013 - August 2014
Charles Schwab July 2011 - September 2013
Merrill Lynch January 2011 - June 2011
Skills
Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investments, Series 7, Options, Business Strategy, Strategic Planning, Bloomberg, Budgets, Financial Markets, Wealth Management, Microsoft Excel, Business Analysis, Asset Management, Fixed Income, Risk Management, Corporate Finance, Series 63, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Finance
Loyola University New Orleans 2009 — 2011
MBA, Finance
California State University-Sacramento 2004 — 2008
Bachelor's degree, Marketing
Charles Schwab August 2014 - Present
Charles Schwab October 2013 - August 2014
Charles Schwab July 2011 - September 2013
Merrill Lynch January 2011 - June 2011
Skills
Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Investments, Series 7, Options, Business Strategy, Strategic Planning, Bloomberg, Budgets, Financial Markets, Wealth Management, Microsoft Excel, Business Analysis, Asset Management, Fixed Income, Risk Management, Corporate Finance, Series 63, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Finance
Loyola University New Orleans 2009 — 2011
MBA, Finance
California State University-Sacramento 2004 — 2008
Bachelor's degree, Marketing
Caryn Black Caryn Black's Merrill Lynch Experience August 1989 - November 1990
Job Founder Caryn Black Group LLC.... Full Global Referral Group
Industry Real Estate
Experience
Addison Wolfe Real Estate November 2006 - Present
Arbonne International December 2009 - Present
Young's Fine Wines and Liquors November 1990 - August 2004
Merrill Lynch August 1989 - November 1990
TBY 1986 - 1989
Skills
Short Sales, Real Estate, First Time Home Buyers, Residential, Realty, Sellers, Certified Negotiation..., Residential Homes, Real Property, Social Media Marketing, Relocation, Buyer Representation, Single Family Homes, Real Estate Transactions, Referrals, Negotiation, Sales, Rentals, Selling, Condos, New Home Sales, Marketing, Investors, Foreclosures, Investment Properties, Listings, Property, REO, Luxury, Contract Negotiation, Leases, Entrepreneurship, Commercial Real Estate, ABR, Townhomes, Refinance, Home Staging, FHA, Buyers, Seniors, Real Estate Development, Selling Skills, Resellers, Property Management, Mortgage Lending, Small Business, Brokerage, Residential Mortgages, Real Estate Economics, Real Estate Financing
Education
Lynchburg College 1984 — 1988
Political Science/Pre Law, Political Science and Government
Manhasset High School 1980 — 1984
Addison Wolfe Real Estate November 2006 - Present
Arbonne International December 2009 - Present
Young's Fine Wines and Liquors November 1990 - August 2004
Merrill Lynch August 1989 - November 1990
TBY 1986 - 1989
Skills
Short Sales, Real Estate, First Time Home Buyers, Residential, Realty, Sellers, Certified Negotiation..., Residential Homes, Real Property, Social Media Marketing, Relocation, Buyer Representation, Single Family Homes, Real Estate Transactions, Referrals, Negotiation, Sales, Rentals, Selling, Condos, New Home Sales, Marketing, Investors, Foreclosures, Investment Properties, Listings, Property, REO, Luxury, Contract Negotiation, Leases, Entrepreneurship, Commercial Real Estate, ABR, Townhomes, Refinance, Home Staging, FHA, Buyers, Seniors, Real Estate Development, Selling Skills, Resellers, Property Management, Mortgage Lending, Small Business, Brokerage, Residential Mortgages, Real Estate Economics, Real Estate Financing
Education
Lynchburg College 1984 — 1988
Political Science/Pre Law, Political Science and Government
Manhasset High School 1980 — 1984
Osmin Rivera's Merrill Lynch Experience June 2007 - October 2010
Job Managing Director, Emerging Markets Trading at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2010 - Present
Merrill Lynch June 2007 - October 2010
JPMorgan Chase June 2005 - June 2007
Skills
Investment Banking, Equities, Fixed Income, Trading, Derivatives, Financial Modeling, Management
Education
Loyola University New Orleans 2001 — 2005
Bachelor of Business Administration (BBA), Finance/Marketing
Goldman Sachs November 2010 - Present
Merrill Lynch June 2007 - October 2010
JPMorgan Chase June 2005 - June 2007
Skills
Investment Banking, Equities, Fixed Income, Trading, Derivatives, Financial Modeling, Management
Education
Loyola University New Orleans 2001 — 2005
Bachelor of Business Administration (BBA), Finance/Marketing
Stephanie Boedecker's Merrill Lynch Experience December 2009 - December 2010
Job Traveler, Yogi and Storyteller @ Yogifootprints.com
Industry Higher Education
Experience
Yogifootprints.com January 2014 - Present
EPIK English Program in Korea February 2012 - February 2014
Northwestern Mutual January 2011 - February 2012
Merrill Lynch December 2009 - December 2010
UW LaCrosse Alumni Center February 2008 - December 2010
Northwestern Mutual June 2010 - August 2010
Australian Institute of Export March 2009 - June 2009
Boston Store February 2006 - June 2008
Skills
Access, Teamwork, Problem Solving, Microsoft Office, Time Management, Communication, Travel, Yoga, Adaptability, Teaching, Travel Planning, Travel Writing, Organization, Running, Fitness, Prezi, PowerPoint, Microsoft Word, Teaching English as a..., Leadership, Microsoft Excel, Social Media, Social Listening, Customer Service, Project Management, Event Planning, Economics, Research, Public Speaking
Education
University of Wisconsin-La Crosse 2007 — 2010
B.S., Finance and Economics
Macquarie University 2009 — 2009
Finance, Economics
Yogifootprints.com January 2014 - Present
EPIK English Program in Korea February 2012 - February 2014
Northwestern Mutual January 2011 - February 2012
Merrill Lynch December 2009 - December 2010
UW LaCrosse Alumni Center February 2008 - December 2010
Northwestern Mutual June 2010 - August 2010
Australian Institute of Export March 2009 - June 2009
Boston Store February 2006 - June 2008
Skills
Access, Teamwork, Problem Solving, Microsoft Office, Time Management, Communication, Travel, Yoga, Adaptability, Teaching, Travel Planning, Travel Writing, Organization, Running, Fitness, Prezi, PowerPoint, Microsoft Word, Teaching English as a..., Leadership, Microsoft Excel, Social Media, Social Listening, Customer Service, Project Management, Event Planning, Economics, Research, Public Speaking
Education
University of Wisconsin-La Crosse 2007 — 2010
B.S., Finance and Economics
Macquarie University 2009 — 2009
Finance, Economics
Jesus Raul Garcia's Merrill Lynch Experience August 2006 - December 2006
Job Qualified Law Student at Travis County Mental Health Public Defender
Industry Law Practice
Experience
Mental Health Public Defender - Travis County August 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates May 2015 - July 2015
The Clorox Company June 2014 - July 2014
El Paso Independent School District August 2008 - July 2013
The University of Texas at El Paso January 2011 - December 2011
Merrill Lynch August 2006 - December 2006
Skills
Spanish, Teaching, Classroom, Analysis, English, Research, Public Speaking, Editing, Finance, Nonprofits, Higher Education, Fundraising, PowerPoint, Community Outreach, Event Planning, Microsoft Office, Legal Writing, Grant Writing, Cross-functional Team..., Legal Translation, Legal Research
Education
University of California, Berkeley - School of Law 2013 — 2016
Juris Doctor
The University of Texas at El Paso 2009 — 2011
Master of Science (M.S.), Intelligence and National Security Studies
Loyola University New Orleans 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, cum laude
上智大学 / Sophia University 2005 — 2006
Study Abroad
Mental Health Public Defender - Travis County August 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates May 2015 - July 2015
The Clorox Company June 2014 - July 2014
El Paso Independent School District August 2008 - July 2013
The University of Texas at El Paso January 2011 - December 2011
Merrill Lynch August 2006 - December 2006
Skills
Spanish, Teaching, Classroom, Analysis, English, Research, Public Speaking, Editing, Finance, Nonprofits, Higher Education, Fundraising, PowerPoint, Community Outreach, Event Planning, Microsoft Office, Legal Writing, Grant Writing, Cross-functional Team..., Legal Translation, Legal Research
Education
University of California, Berkeley - School of Law 2013 — 2016
Juris Doctor
The University of Texas at El Paso 2009 — 2011
Master of Science (M.S.), Intelligence and National Security Studies
Loyola University New Orleans 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, cum laude
上智大学 / Sophia University 2005 — 2006
Study Abroad
Dharshana Tennekoon Dharshana Tennekoon's Merrill Lynch Experience August 2008 - November 2008
Job Business Development Operations Manager at Blue State Digital
Industry Marketing and Advertising
Experience
Blue State Digital January 2015 - Present
Blue State Digital January 2014 - Present
Blue State Digital, WPP December 2011 - December 2013
Dexis Consulting Group June 2011 - August 2011
The Lacek Group- Ogilvy and Mather May 2010 - November 2010
The Minneapolis/ St. Paul Business Journal June 2009 - August 2009
Merrill Lynch August 2008 - November 2008
USAID- The Competitiveness Program May 2006 - August 2006
Skills
Marketing Strategy, Competitive Analysis, Strategy, Social Media, Advertising, Business Development, Strategic Planning, Market Research, New Business Development, Proposal Writing, Analytics, Project Management, Sales, Research, Financial Modeling, Economics
Education
Macalester College 2007 — 2011
Bachelor of Arts, Economics
Macalester College 2007 — 2011
Bachelor's Degree, Economics
Blue State Digital January 2015 - Present
Blue State Digital January 2014 - Present
Blue State Digital, WPP December 2011 - December 2013
Dexis Consulting Group June 2011 - August 2011
The Lacek Group- Ogilvy and Mather May 2010 - November 2010
The Minneapolis/ St. Paul Business Journal June 2009 - August 2009
Merrill Lynch August 2008 - November 2008
USAID- The Competitiveness Program May 2006 - August 2006
Skills
Marketing Strategy, Competitive Analysis, Strategy, Social Media, Advertising, Business Development, Strategic Planning, Market Research, New Business Development, Proposal Writing, Analytics, Project Management, Sales, Research, Financial Modeling, Economics
Education
Macalester College 2007 — 2011
Bachelor of Arts, Economics
Macalester College 2007 — 2011
Bachelor's Degree, Economics
Sam Wells Sam Wells's Merrill Lynch Experience July 2013 - April 2015
Job Australian Equity Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Merrill Lynch July 2013 - April 2015
Bell Potter Securities May 2011 - July 2013
Bell Potter Securities May 2010 - May 2011
Royal Yacht Club of Tasmania (RYCT) February 2005 - February 2010
Skills
Financial Modeling, Equity Research, Valuation, IPO, Capital Markets, Microsoft Excel, Equities, Equity Capital Markets, Bloomberg, Settlement, Foreign Exchange, Deal Execution, Pitch Books, Pitch Development, Announcements, Due Diligence, Finance, Financial Services, Investments
Education
Macquarie University 2012 — 2014
Masters of Applied Finance
University of Tasmania 2005 — 2009
Bachelor of Business, Finance Major
University of Tasmania 2005 — 2009
Bachelor of Laws
Bank of America Merrill Lynch April 2015 - Present
Merrill Lynch July 2013 - April 2015
Bell Potter Securities May 2011 - July 2013
Bell Potter Securities May 2010 - May 2011
Royal Yacht Club of Tasmania (RYCT) February 2005 - February 2010
Skills
Financial Modeling, Equity Research, Valuation, IPO, Capital Markets, Microsoft Excel, Equities, Equity Capital Markets, Bloomberg, Settlement, Foreign Exchange, Deal Execution, Pitch Books, Pitch Development, Announcements, Due Diligence, Finance, Financial Services, Investments
Education
Macquarie University 2012 — 2014
Masters of Applied Finance
University of Tasmania 2005 — 2009
Bachelor of Business, Finance Major
University of Tasmania 2005 — 2009
Bachelor of Laws
Hiram Toro's Merrill Lynch Experience March 2015 - Present
Job Operations, Logistics & Business Development Leadership
Industry Logistics and Supply Chain
Experience
Merrill Lynch March 2015 - Present
Bank of America December 2013 - March 2015
Sofscape Caribe Inc. September 2011 - August 2013
ALUMINUM & MILLWORKS January 2001 - June 2011
Lausell Inc. August 1997 - December 2000
Bulkmatic June 1995 - July 1997
CSX Transportation August 1982 - May 1995
Skills
Business Development, Management, Forecasting, Strategic Planning, Team Building, Start-ups, Logistics, Leadership, Sales, Product Marketing, Supply Chain Management, Manufacturing
Education
Georgia Institute of Technology 1980 — 1982
Master of Science in Industrial Management
Universidad del Sagrado Corazón 1976 — 1979
BBA, Accounting
Loyola University New Orleans 1975 — 1976
Business Courses
Colegio Marista 1973 — 1975
High School, High School/Secondary Diplomas and Certificates
Colegio San Ignacio 1970 — 1973
High School
Merrill Lynch March 2015 - Present
Bank of America December 2013 - March 2015
Sofscape Caribe Inc. September 2011 - August 2013
ALUMINUM & MILLWORKS January 2001 - June 2011
Lausell Inc. August 1997 - December 2000
Bulkmatic June 1995 - July 1997
CSX Transportation August 1982 - May 1995
Skills
Business Development, Management, Forecasting, Strategic Planning, Team Building, Start-ups, Logistics, Leadership, Sales, Product Marketing, Supply Chain Management, Manufacturing
Education
Georgia Institute of Technology 1980 — 1982
Master of Science in Industrial Management
Universidad del Sagrado Corazón 1976 — 1979
BBA, Accounting
Loyola University New Orleans 1975 — 1976
Business Courses
Colegio Marista 1973 — 1975
High School, High School/Secondary Diplomas and Certificates
Colegio San Ignacio 1970 — 1973
High School
Davis de Montluzin's Merrill Lynch Experience December 1994 - July 2011
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS August 2011 - Present
Merrill Lynch December 1994 - July 2011
A.G. Edwards May 1993 - November 1994
Golden Bear International Inc March 1989 - April 1993
Education
Loyola University New Orleans 1973 — 1977
Bachelor's degree
UBS August 2011 - Present
Merrill Lynch December 1994 - July 2011
A.G. Edwards May 1993 - November 1994
Golden Bear International Inc March 1989 - April 1993
Education
Loyola University New Orleans 1973 — 1977
Bachelor's degree
Carrie Pickett's Merrill Lynch Experience August 1991 - January 2007
Job Physician Relations Manager at Centennial Medical Center
Industry Hospital & Health Care
Experience
Centennial Medical Center July 2007 - Present
Merrill Lynch August 1991 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Leadership, Data Analysis, Marketing, Hospitals
Education
Louisiana State University in Shreveport
McNeese State University
Westlake High School
Centennial Medical Center July 2007 - Present
Merrill Lynch August 1991 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Leadership, Data Analysis, Marketing, Hospitals
Education
Louisiana State University in Shreveport
McNeese State University
Westlake High School
Anders Ingmarsson Anders Ingmarsson's Merrill Lynch Experience June 2004 - March 2006
Job CEO of Sandbeck, Inc., an international management and real estate consulting company
Industry Management Consulting
Experience
Sandbeck, Inc. website: www.sandbeck.org October 2011 - Present
Ektornet US Group, part of Swedbank of Sweden September 2009 - September 2011
IKEA Kazakhstan and Russia through IPMS AB of Sweden May 2007 - August 2009
Merrill Lynch June 2004 - March 2006
IPM Associates June 2002 - May 2004
Sandbeck, Inc. October 1998 - May 2002
Skanska Poland 2001 - 2002
Nordbanken (now Nordea Bank) USA October 1989 - August 1998
Skanska USA, Inc. July 1977 - September 1989
Skanska Libya March 1973 - June 1977
Skills
Mergers, Start-ups, Real Estate Financing, Real Estate, Real Estate Development, Asset Management, Financial Management, Customer Relations, Business Strategy, Strategic Planning, International Business, Negotiation, Risk Management, Change Management, Investments, Contract Negotiation, Budgeting, English, Financial Modeling, Financial Analysis, Strategy Development, New Business Development, Microsoft Office, Business Analysis, Public Relations, Organizational..., Due Diligence, Excel, Business Planning, Management Consulting, Financial Reporting, Banking, Public Speaking, Managerial Finance, Mergers & Acquisitions, Customer Service, Business Development, Management, Restructuring, Finance, Strategy, Entrepreneurship, Marketing, Market Analysis, Procurement, Market Research, Corporate Finance
Education
Lunds universitet 1968 — 1972
BA, Business - Marketing
Sandbeck, Inc. website: www.sandbeck.org October 2011 - Present
Ektornet US Group, part of Swedbank of Sweden September 2009 - September 2011
IKEA Kazakhstan and Russia through IPMS AB of Sweden May 2007 - August 2009
Merrill Lynch June 2004 - March 2006
IPM Associates June 2002 - May 2004
Sandbeck, Inc. October 1998 - May 2002
Skanska Poland 2001 - 2002
Nordbanken (now Nordea Bank) USA October 1989 - August 1998
Skanska USA, Inc. July 1977 - September 1989
Skanska Libya March 1973 - June 1977
Skills
Mergers, Start-ups, Real Estate Financing, Real Estate, Real Estate Development, Asset Management, Financial Management, Customer Relations, Business Strategy, Strategic Planning, International Business, Negotiation, Risk Management, Change Management, Investments, Contract Negotiation, Budgeting, English, Financial Modeling, Financial Analysis, Strategy Development, New Business Development, Microsoft Office, Business Analysis, Public Relations, Organizational..., Due Diligence, Excel, Business Planning, Management Consulting, Financial Reporting, Banking, Public Speaking, Managerial Finance, Mergers & Acquisitions, Customer Service, Business Development, Management, Restructuring, Finance, Strategy, Entrepreneurship, Marketing, Market Analysis, Procurement, Market Research, Corporate Finance
Education
Lunds universitet 1968 — 1972
BA, Business - Marketing
Ernesto J. Rodriguez's Merrill Lynch Experience April 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2014 - Present
Bank of America October 2009 - April 2014
Office Depot July 2005 - February 2009
Skills
Series 7, Banking, Strategy, Cross Selling, Portfolio Management, Notary Public, Series 66, Financial Services, Marketing, Management
Education
Lynn University 2012 — 2014
Master of Business Administration (M.B.A.), Financial Valuation and Investment Management, 3.7
Lynn University 2001 — 2005
Bachelor of Science in Business Administration, Business Administration and Management, General
Merrill Lynch April 2014 - Present
Bank of America October 2009 - April 2014
Office Depot July 2005 - February 2009
Skills
Series 7, Banking, Strategy, Cross Selling, Portfolio Management, Notary Public, Series 66, Financial Services, Marketing, Management
Education
Lynn University 2012 — 2014
Master of Business Administration (M.B.A.), Financial Valuation and Investment Management, 3.7
Lynn University 2001 — 2005
Bachelor of Science in Business Administration, Business Administration and Management, General
Jay M. Jackley, CIMA Jay M. Jackley, CIMA's Merrill Lynch Experience January 1997 - May 2009
Job Senior Portfolio Manager Compass Capital Management, Inc.
Industry Investment Management
Experience
Compass Capital Management, Inc. May 2009 - Present
Merrill Lynch January 1997 - May 2009
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investment Strategies, Investments
Education
Certified Investment Management Analyst 2000 — 2001
Macalester College 1978 — 1984
BA, Economics and Philosophy
The Blake Schools 1969 — 1976
Breck School 1963 — 1969
Compass Capital Management, Inc. May 2009 - Present
Merrill Lynch January 1997 - May 2009
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investment Strategies, Investments
Education
Certified Investment Management Analyst 2000 — 2001
Macalester College 1978 — 1984
BA, Economics and Philosophy
The Blake Schools 1969 — 1976
Breck School 1963 — 1969
Daniel B. Horowitz's Merrill Lynch Experience April 2004 - September 2004
Job Sales Executive at Travelers
Industry Insurance
Experience
Travelers February 2014 - Present
TriGen Insurance Solutions, INC. July 2012 - 2013
Plastridge Insurance July 2011 - July 2012
Merit Insurance October 2008 - August 2011
Merrill Lynch April 2004 - September 2004
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Contractors, Marine Insurance, Cyber Liability, Workers Compensation, Insurance, Umbrella Insurance, Leadership, Brokers, General Insurance, Commercial Lines, Liability Analysis, Risk Management, Negotiation, Sales Management, Sales, Social Media, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Exchange, New Business Development, Business Development, Strategic Planning, Customer Service, Team Leadership, D, Liability, Legal Liability, D&O, Employment Practices..., Marketing, Inland Marine, Casualty, Sales Presentations, Account Management, Underwriting, Management, Finance
Education
Lynn University 2002 — 2006
Bachelors, Business Administration
William H. Hall High School 1998 — 2002
Travelers February 2014 - Present
TriGen Insurance Solutions, INC. July 2012 - 2013
Plastridge Insurance July 2011 - July 2012
Merit Insurance October 2008 - August 2011
Merrill Lynch April 2004 - September 2004
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Contractors, Marine Insurance, Cyber Liability, Workers Compensation, Insurance, Umbrella Insurance, Leadership, Brokers, General Insurance, Commercial Lines, Liability Analysis, Risk Management, Negotiation, Sales Management, Sales, Social Media, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Exchange, New Business Development, Business Development, Strategic Planning, Customer Service, Team Leadership, D, Liability, Legal Liability, D&O, Employment Practices..., Marketing, Inland Marine, Casualty, Sales Presentations, Account Management, Underwriting, Management, Finance
Education
Lynn University 2002 — 2006
Bachelors, Business Administration
William H. Hall High School 1998 — 2002
Samantha Pihl Samantha Pihl's Merrill Lynch Experience June 2013 - August 2013
Job Student at Daniels College of Business, University of Denver
Industry Financial Services
Experience
U.S. Bank June 2014 - August 2014
JPMorgan Chase September 2013 - December 2013
Merrill Lynch June 2013 - August 2013
Holiday Companies June 2011 - January 2013
Pedal Wild Cycling and Yoga Studio June 2012 - August 2012
Skills
Microsoft Word, Customer Service, Teamwork, Facebook, Time Management, Social Media, Leadership, Social Networking, Microsoft Excel, PowerPoint, Public Speaking, Social Media Marketing, Research, Event Planning, Data Analysis
Education
University of Denver 2012 — 2016
ORONO HIGH SCHOOL 2008 — 2012
Lund University
Lund University
Lund University
U.S. Bank June 2014 - August 2014
JPMorgan Chase September 2013 - December 2013
Merrill Lynch June 2013 - August 2013
Holiday Companies June 2011 - January 2013
Pedal Wild Cycling and Yoga Studio June 2012 - August 2012
Skills
Microsoft Word, Customer Service, Teamwork, Facebook, Time Management, Social Media, Leadership, Social Networking, Microsoft Excel, PowerPoint, Public Speaking, Social Media Marketing, Research, Event Planning, Data Analysis
Education
University of Denver 2012 — 2016
ORONO HIGH SCHOOL 2008 — 2012
Lund University
Lund University
Lund University
Devon Woolard Devon Woolard's Merrill Lynch Experience May 2010 - August 2010
Job Associate Attorney at Marshall Dennehey Warner Coleman & Goggin, P.C.
Industry Law Practice
Experience
Marshall Dennehey Warner Coleman & Goggin, P.C. May 2015 - Present
Colodny Fass, P.A. September 2014 - May 2015
Infinite Energy Inc October 2013 - May 2014
8th Judicial Circuit - Probate Division August 2013 - December 2013
Mediation Legal Clinic August 2013 - December 2013
Isicoff, Ragatz, Koenigsberg May 2013 - August 2013
17th Judicial Circuit Court of Florida May 2012 - August 2012
Ocean Breeze Volleyball Club January 2012 - August 2012
Florida Gold Coast Volleyball Club 2007 - 2011
Merrill Lynch May 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Public Policy, Editing, Lexis, Corporate Law, Spanish, Intellectual Property, Estate Planning, Mediation, LexisNexis
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2014
Juris Doctor, Law, Cum Laude
Lynn University 2007 — 2011
Bachelor's of Science, Business Administration and Management, Summa Cum Laude
Marshall Dennehey Warner Coleman & Goggin, P.C. May 2015 - Present
Colodny Fass, P.A. September 2014 - May 2015
Infinite Energy Inc October 2013 - May 2014
8th Judicial Circuit - Probate Division August 2013 - December 2013
Mediation Legal Clinic August 2013 - December 2013
Isicoff, Ragatz, Koenigsberg May 2013 - August 2013
17th Judicial Circuit Court of Florida May 2012 - August 2012
Ocean Breeze Volleyball Club January 2012 - August 2012
Florida Gold Coast Volleyball Club 2007 - 2011
Merrill Lynch May 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Public Policy, Editing, Lexis, Corporate Law, Spanish, Intellectual Property, Estate Planning, Mediation, LexisNexis
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2014
Juris Doctor, Law, Cum Laude
Lynn University 2007 — 2011
Bachelor's of Science, Business Administration and Management, Summa Cum Laude
Alexander Micalizzi's Merrill Lynch Experience 2006 - Present
Job Director Derivatives trading, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
Citi 2004 - 2006
Skills
Foreign Languages, Programming Languages, Statistical Modeling, Derivatives Trading, Exotic Derivatives, High Frequency Trading, Market Making
Education
Macquarie University 1999 — 2003
Bachelor of Commerce (B.Com.), Actuarial Science
Merrill Lynch 2006 - Present
Citi 2004 - 2006
Skills
Foreign Languages, Programming Languages, Statistical Modeling, Derivatives Trading, Exotic Derivatives, High Frequency Trading, Market Making
Education
Macquarie University 1999 — 2003
Bachelor of Commerce (B.Com.), Actuarial Science
Campbell Parks Campbell Parks's Merrill Lynch Experience May 2012 - August 2012
Job Associate at AIB
Industry Financial Services
Experience
AIB December 2013 - Present
Krasney Financial LLC May 2013 - December 2013
Merrill Lynch May 2012 - August 2012
Camp Future Stars June 2011 - August 2011
Fairmount Country Club May 2004 - August 2010
Skills
Salesforce.com, PowerPoint, Time Management, Public Speaking, Event Planning, Microsoft Office, Sales, Microsoft Excel, Research, Spanish, Community Outreach, Social Media, Higher Education, Creative Writing, Microsoft Word, Junxure, iRebal, Portfolio Center, Financeware, Money Guide Pro, Statistics, Editing, Data Entry
Education
Lynchburg College 2009 — 2013
Bachelor of Arts (B.A.), Political Science/ Business Administration
AIB December 2013 - Present
Krasney Financial LLC May 2013 - December 2013
Merrill Lynch May 2012 - August 2012
Camp Future Stars June 2011 - August 2011
Fairmount Country Club May 2004 - August 2010
Skills
Salesforce.com, PowerPoint, Time Management, Public Speaking, Event Planning, Microsoft Office, Sales, Microsoft Excel, Research, Spanish, Community Outreach, Social Media, Higher Education, Creative Writing, Microsoft Word, Junxure, iRebal, Portfolio Center, Financeware, Money Guide Pro, Statistics, Editing, Data Entry
Education
Lynchburg College 2009 — 2013
Bachelor of Arts (B.A.), Political Science/ Business Administration
Jan Macko Jan Macko's Merrill Lynch Experience July 2006 - May 2007
Job Associate Director of Admission at Lynn University
Industry Higher Education
Experience
Lynn University January 2015 - Present
Lynn University September 2011 - December 2014
Lynn University July 2007 - September 2011
Lynn University September 2006 - May 2007
Merrill Lynch July 2006 - May 2007
Skills
Public Speaking, Event Planning, Facebook, Higher Education, Event Management, Social Networking, Marketing Strategy, Social Media, Advertising, Admissions, Marketing, Social Media Marketing
Education
Lynn University 2006 — 2007
Master of Business Administration, Financial Valuation and Investment Management
Lynn University 2003 — 2005
Bachelor of Science in Business Administration, Marketing
University of Economics in Prague, Faculty of Economics and Public Administration 2001 — 2002
Bachelor's Degree, Public Administration and Regional Development
Lynn University January 2015 - Present
Lynn University September 2011 - December 2014
Lynn University July 2007 - September 2011
Lynn University September 2006 - May 2007
Merrill Lynch July 2006 - May 2007
Skills
Public Speaking, Event Planning, Facebook, Higher Education, Event Management, Social Networking, Marketing Strategy, Social Media, Advertising, Admissions, Marketing, Social Media Marketing
Education
Lynn University 2006 — 2007
Master of Business Administration, Financial Valuation and Investment Management
Lynn University 2003 — 2005
Bachelor of Science in Business Administration, Marketing
University of Economics in Prague, Faculty of Economics and Public Administration 2001 — 2002
Bachelor's Degree, Public Administration and Regional Development
Andrew S. Michaelson, CSNA's Merrill Lynch Experience 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
AXA Equitable 2003 - 2007
Skills
Series 7, Retirement Planning, Estate Planning, Investments, Fixed Annuities, Retirement, Wealth Management, Mutual Funds, Insurance, Series 66, Variable Annuities, Variable Life, Bonds, Private Placements, Equities, Securities, Uniform Combined State..., Investment Advisory, Financial Services, Financial Planning, Financial Advisory, Asset Allocation, Portfolio Management
Education
Loyola University New Orleans School of Law 1995 — 1998
Juris Doctorate, Law
University of New Orleans 1992 — 1995
Bachelor of Arts (B.A.), History
Merrill Lynch 2012 - Present
AXA Equitable 2003 - 2007
Skills
Series 7, Retirement Planning, Estate Planning, Investments, Fixed Annuities, Retirement, Wealth Management, Mutual Funds, Insurance, Series 66, Variable Annuities, Variable Life, Bonds, Private Placements, Equities, Securities, Uniform Combined State..., Investment Advisory, Financial Services, Financial Planning, Financial Advisory, Asset Allocation, Portfolio Management
Education
Loyola University New Orleans School of Law 1995 — 1998
Juris Doctorate, Law
University of New Orleans 1992 — 1995
Bachelor of Arts (B.A.), History
Davis Woodward's Merrill Lynch Experience December 2008 - August 2009
Job Private Practice LPC
Industry Hospital & Health Care
Experience
Woodward Acquisitions and Development LLC March 2010 - Present
Brentwood Hospital January 2009 - October 2011
Merrill Lynch December 2008 - August 2009
Willis-Knighton Health System January 2008 - January 2009
Skills
Crisis Intervention, Case Management, Wellness, Microsoft Excel, Public Speaking, Teaching, Treatment, Customer Service, Healthcare, Psychotherapy, Mental Health, Leadership, Team Building, Community Outreach, Program Development, Strategic Planning, Social Media
Education
LSU Shreveport 2006 — 2009
Master of Science (M.S.), Counseling Psychology
Centenary College of Louisiana 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Woodward Acquisitions and Development LLC March 2010 - Present
Brentwood Hospital January 2009 - October 2011
Merrill Lynch December 2008 - August 2009
Willis-Knighton Health System January 2008 - January 2009
Skills
Crisis Intervention, Case Management, Wellness, Microsoft Excel, Public Speaking, Teaching, Treatment, Customer Service, Healthcare, Psychotherapy, Mental Health, Leadership, Team Building, Community Outreach, Program Development, Strategic Planning, Social Media
Education
LSU Shreveport 2006 — 2009
Master of Science (M.S.), Counseling Psychology
Centenary College of Louisiana 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Roseliny Genao Roseliny Genao's Merrill Lynch Experience May 2006 - August 2008
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
Bloomberg LP October 2012 - June 2014
Bloomberg LP January 2011 - October 2012
Chatteris Educational Foundation August 2009 - May 2010
Merrill Lynch May 2006 - August 2008
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Macaulay Honors College at The City University of New York 2005 — 2009
Macaulay Honors College at the City University of New York (CUNY) 2005 — 2009
Bachelor of Business Administration (BBA)
Université Jean Moulin (Lyon III) 2008 — 2008
Macaulay Honors College at The City University of New York
Bachelor's Degree
Mott Hall
Bloomberg LP October 2012 - June 2014
Bloomberg LP January 2011 - October 2012
Chatteris Educational Foundation August 2009 - May 2010
Merrill Lynch May 2006 - August 2008
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Macaulay Honors College at The City University of New York 2005 — 2009
Macaulay Honors College at the City University of New York (CUNY) 2005 — 2009
Bachelor of Business Administration (BBA)
Université Jean Moulin (Lyon III) 2008 — 2008
Macaulay Honors College at The City University of New York
Bachelor's Degree
Mott Hall
John C. Crawford's Merrill Lynch Experience September 2007 - November 2008
Job Vice President at Sullivan, Morrissey & Mickle Capital Management
Industry Investment Management
Experience
Sullivan, Morrissey & Mickle Capital Management December 2008 - Present
Merrill Lynch September 2007 - November 2008
Kellogg Group, LLC May 2006 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Analysis, Banking, Leadership, Risk Management
Education
Lynn University 2002 — 2006
Bachelor of Science (BS)
Trinity Pawling School 2000 — 2002
High School Diploma
Sullivan, Morrissey & Mickle Capital Management December 2008 - Present
Merrill Lynch September 2007 - November 2008
Kellogg Group, LLC May 2006 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Analysis, Banking, Leadership, Risk Management
Education
Lynn University 2002 — 2006
Bachelor of Science (BS)
Trinity Pawling School 2000 — 2002
High School Diploma
Beryl Fox's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2014 - Present
The University Club of Saint Paul May 2011 - January 2014
Skills
Windows, Photoshop, Public Speaking, English, Theatre, Singing, Facebook, Comedy, PowerPoint, Microsoft Word, Editing, Social Media, Outlook, Social Networking, Time Management, Microsoft Office, Teaching, Teamwork, Customer Service, Microsoft Excel, Event Planning, Communication, Marketing
Education
Providence College 2010 — 2014
Bachelor's degree, English Language and Literature/Letters
Macquarie University 2013 — 2013
Bachelor's degree, English Literature (British and Commonwealth)
Merrill Lynch June 2014 - Present
The University Club of Saint Paul May 2011 - January 2014
Skills
Windows, Photoshop, Public Speaking, English, Theatre, Singing, Facebook, Comedy, PowerPoint, Microsoft Word, Editing, Social Media, Outlook, Social Networking, Time Management, Microsoft Office, Teaching, Teamwork, Customer Service, Microsoft Excel, Event Planning, Communication, Marketing
Education
Providence College 2010 — 2014
Bachelor's degree, English Language and Literature/Letters
Macquarie University 2013 — 2013
Bachelor's degree, English Literature (British and Commonwealth)
Wendy Hyde Rindfliesch Wendy Hyde Rindfliesch's Merrill Lynch Experience August 1982 - June 2010
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2010 - Present
Merrill Lynch August 1982 - June 2010
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Equities, FINRA, Investment Advisory, Fixed Income
Education
Madison Area Technical College
Morgan Stanley Wealth Management June 2010 - Present
Merrill Lynch August 1982 - June 2010
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Equities, FINRA, Investment Advisory, Fixed Income
Education
Madison Area Technical College
Adam Freedman Adam Freedman's Merrill Lynch Experience February 2011 - May 2011
Job Data Analyst at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates August 2015 - Present
Analysis Group August 2012 - July 2015
Macalester College / American Cancer Society September 2008 - May 2012
Department of Economics, Macalester College September 2011 - December 2011
AAR Corp. June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
1630 Sheridan Corporation May 2008 - August 2010
Eden Prairie School District September 2009 - May 2010
Macalester College Residential Life August 2009 - May 2010
Skills
R, Stata, Research, Economics, Statistics, Non-profits, Microsoft Office, Data Analysis, SPSS, Volunteer Management, Fundraising, Editing, Event Planning, PowerPoint, Qualitative Research, Mathematica, Microsoft Excel, Market Research, Econometrics, Nonprofits, Teaching
Education
Macalester College 2008 — 2012
Bachelor of Arts, Economics, Psychology
Oxford University 2010 — 2010
Visiting Student, St. Catherine's College, Behavioral Economics, Macroeconomics
Bridgewater Associates August 2015 - Present
Analysis Group August 2012 - July 2015
Macalester College / American Cancer Society September 2008 - May 2012
Department of Economics, Macalester College September 2011 - December 2011
AAR Corp. June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
1630 Sheridan Corporation May 2008 - August 2010
Eden Prairie School District September 2009 - May 2010
Macalester College Residential Life August 2009 - May 2010
Skills
R, Stata, Research, Economics, Statistics, Non-profits, Microsoft Office, Data Analysis, SPSS, Volunteer Management, Fundraising, Editing, Event Planning, PowerPoint, Qualitative Research, Mathematica, Microsoft Excel, Market Research, Econometrics, Nonprofits, Teaching
Education
Macalester College 2008 — 2012
Bachelor of Arts, Economics, Psychology
Oxford University 2010 — 2010
Visiting Student, St. Catherine's College, Behavioral Economics, Macroeconomics
Matt Steffanelli Matt Steffanelli's Merrill Lynch Experience May 2013 - October 2013
Job Actuarial Associate at Health Care Service Corporation
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2013 - Present
Merrill Lynch May 2013 - October 2013
The Stockton Inn April 2012 - May 2013
Custom Cooling Services LLC June 2008 - April 2012
Lycoming College January 2010 - April 2011
NJ Treasury June 2010 - August 2010
Skills
Statistics, Insurance, Financial Analysis, General Insurance, Actuarial Science, Property & Casualty..., Reinsurance, Life Insurance, Health Insurance, PowerPoint, VBA, Quantitative Finance, Actuarial Exams, Commercial Insurance, P/1, Claim, FM/2, Microsoft Excel, SQL, Investment Banking, Individual Health..., Pricing, Macros, Time Management, Predictive Analytics, Forecasting, Financial Risk, Financial Modeling, Investments, SPSS, Economics, Access, Risk Management, Customer Service, QuickBooks, Finance, Data Analysis, Analysis, Critical Thinking, Macro
Education
Lycoming College 2007 — 2011
Bachelor of Arts, Actuarial Science, Economics, 3.31
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas October 2013 - Present
Merrill Lynch May 2013 - October 2013
The Stockton Inn April 2012 - May 2013
Custom Cooling Services LLC June 2008 - April 2012
Lycoming College January 2010 - April 2011
NJ Treasury June 2010 - August 2010
Skills
Statistics, Insurance, Financial Analysis, General Insurance, Actuarial Science, Property & Casualty..., Reinsurance, Life Insurance, Health Insurance, PowerPoint, VBA, Quantitative Finance, Actuarial Exams, Commercial Insurance, P/1, Claim, FM/2, Microsoft Excel, SQL, Investment Banking, Individual Health..., Pricing, Macros, Time Management, Predictive Analytics, Forecasting, Financial Risk, Financial Modeling, Investments, SPSS, Economics, Access, Risk Management, Customer Service, QuickBooks, Finance, Data Analysis, Analysis, Critical Thinking, Macro
Education
Lycoming College 2007 — 2011
Bachelor of Arts, Actuarial Science, Economics, 3.31
Robert Tannenbaum's Merrill Lynch Experience April 2014 - Present
Job Assistant Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Merrill Lynch, Bank of America April 2010 - Present
Morgan Stanley March 2007 - April 2010
Advanced MRI January 2004 - November 2006
Tannenbaum Chiropractic Centers April 1981 - March 1999
Skills
ETFs, Investment Advisory, Saving for Education, Series 65, Wealth, Disability Insurance, Life Insurance, Finance, Investment Strategies, 401k, Series 63, Wealth Management..., Alternative Investments, Asset Management, FINRA, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, Investments, IRAs, Asset Allocation, Mutual Funds, Long-term Care, Portfolio Management, Securities, Personal Finance, Wealth Management, Retirement Planning, Financial Services, Equities, Strategic Planning, Estate Planning, Insurance, Financial Planning, Retirement
Education
Lynn University 1977 — 1978
Master's Degree, masters degree in biomechanical trauma
New York Chiropractic College 1975 — 1978
DC, Chiropractic
City University of New York-Queens College 1971 — 1975
ba, psychology
Merrill Lynch April 2014 - Present
Merrill Lynch, Bank of America April 2010 - Present
Morgan Stanley March 2007 - April 2010
Advanced MRI January 2004 - November 2006
Tannenbaum Chiropractic Centers April 1981 - March 1999
Skills
ETFs, Investment Advisory, Saving for Education, Series 65, Wealth, Disability Insurance, Life Insurance, Finance, Investment Strategies, 401k, Series 63, Wealth Management..., Alternative Investments, Asset Management, FINRA, Financial Advisory, Financial Analysis, Financial Planners, Fixed Annuities, Investments, IRAs, Asset Allocation, Mutual Funds, Long-term Care, Portfolio Management, Securities, Personal Finance, Wealth Management, Retirement Planning, Financial Services, Equities, Strategic Planning, Estate Planning, Insurance, Financial Planning, Retirement
Education
Lynn University 1977 — 1978
Master's Degree, masters degree in biomechanical trauma
New York Chiropractic College 1975 — 1978
DC, Chiropractic
City University of New York-Queens College 1971 — 1975
ba, psychology
Judi Stanton Judi Stanton's Merrill Lynch Experience November 2009 - November 2010
Job Professional Executive Assistant
Industry Executive Office
Experience
Merrill Lynch November 2009 - November 2010
McKinsey & Company February 2001 - June 2009
Rave Computer Association, Inc. July 1991 - February 2000
US Army May 1986 - September 1990
Skills
Process Improvement, Program Management, Calendaring, Office Administration, Training, Leadership, Event Planning, Administrative..., Management, Time Management, Customer Service, Project Planning
Education
Macomb Community College 1993 — 1998
AAS, General Business
Kentwood High School 1981 — 1984
Diploma, General
Merrill Lynch November 2009 - November 2010
McKinsey & Company February 2001 - June 2009
Rave Computer Association, Inc. July 1991 - February 2000
US Army May 1986 - September 1990
Skills
Process Improvement, Program Management, Calendaring, Office Administration, Training, Leadership, Event Planning, Administrative..., Management, Time Management, Customer Service, Project Planning
Education
Macomb Community College 1993 — 1998
AAS, General Business
Kentwood High School 1981 — 1984
Diploma, General
Carol Liller White Carol Liller White's Merrill Lynch Experience February 1990 - September 1998
Job Dogsbody at The Flying Cats' Cinema Cafe
Industry Entertainment
Experience
Flying Cats' Cinema Cafe December 2008 - Present
Library Thing 2007 - 2008
St. Paul Pioneer Press 1997 - 2008
Merrill Lynch February 1990 - September 1998
3M 1979 - 1997
Smith Barney June 1980 - February 1990
Smith Barney 1981 - 1990
Dean Witter 1986 - 1988
Education
Madison Area Technical College 1975 — 1977
AA, Liberal Arts
middleton high school 1969 — 1973
Flying Cats' Cinema Cafe December 2008 - Present
Library Thing 2007 - 2008
St. Paul Pioneer Press 1997 - 2008
Merrill Lynch February 1990 - September 1998
3M 1979 - 1997
Smith Barney June 1980 - February 1990
Smith Barney 1981 - 1990
Dean Witter 1986 - 1988
Education
Madison Area Technical College 1975 — 1977
AA, Liberal Arts
middleton high school 1969 — 1973
Leah Dubberly, CFP, CDFA Leah Dubberly, CFP, CDFA's Merrill Lynch Experience February 1994 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1994 - Present
Education
University of Colorado Boulder 1992 — 1993
Marketing
Loyola University New Orleans 1984 — 1985
Marketing
Samford University 1973 — 1977
Bachelor of Arts, Music Performance
Merrill Lynch February 1994 - Present
Education
University of Colorado Boulder 1992 — 1993
Marketing
Loyola University New Orleans 1984 — 1985
Marketing
Samford University 1973 — 1977
Bachelor of Arts, Music Performance
Marcus Bermudez's Merrill Lynch Experience February 2008 - Present
Job Internship at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Magus 2006 - 2006
Education
Lynn University 2004 — 2008
The Gow School 2002 — 2004
High School
Stanbridge Earls 1998 — 2002
High School
Merrill Lynch February 2008 - Present
Magus 2006 - 2006
Education
Lynn University 2004 — 2008
The Gow School 2002 — 2004
High School
Stanbridge Earls 1998 — 2002
High School
Jhanelle Latore's Merrill Lynch Experience February 2011 - April 2011
Job AAG Hedge Fund Operational Analyst
Industry Financial Services
Experience
RBC April 2015 - Present
Citco Fund Services June 2014 - April 2015
Barclays July 2011 - June 2014
Merrill Lynch February 2011 - April 2011
New York Life Insurance Company June 2010 - September 2010
Skills
Statistics, R, Microsoft Office, PowerPoint, Social Media, Mathematica, Access, Analysis, Research, Data Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Economics
Education
Macalester College 2007 — 2011
Bachelor of Arts, Mathematics, Statistics and Economics
RBC April 2015 - Present
Citco Fund Services June 2014 - April 2015
Barclays July 2011 - June 2014
Merrill Lynch February 2011 - April 2011
New York Life Insurance Company June 2010 - September 2010
Skills
Statistics, R, Microsoft Office, PowerPoint, Social Media, Mathematica, Access, Analysis, Research, Data Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Economics
Education
Macalester College 2007 — 2011
Bachelor of Arts, Mathematics, Statistics and Economics
Dan Lundeen, CIMA ®, AIF ® Dan Lundeen, CIMA ®, AIF ®'s Merrill Lynch Experience August 2013 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Lundeen Foundation August 2001 - Present
Delaware Investments, a member of the Macquarie Group June 2005 - May 2011
Gartmore December 2002 - May 2005
Conseco Fund Group August 1998 - December 2002
Cypress Capital Management July 1997 - August 1998
Textainer June 1994 - June 1997
PLM International, Inc. June 1984 - June 1994
Midwest Skateboard Shop January 1977 - April 1980
Skills
Sales Management, Strategic Leadership, Distribution Strategies, Asset Managment, Mutual Funds, Public Speaking, Financial Services, Investments, Coaching, Team Building, Marketing Strategy, Team Leadership, Certified Investment..., AIF, Series 7, Series 66, Series 24, Separately Managed..., ETFs, Alternative Investments, Retirement, Hedge Funds, Investment Management, Wealth Management, 401k, 529 Plans, New Business Development, Investment Strategies, CRM, Variable Annuities, Financial Markets, Estate Planning, Compliance, Philanthropy, P&L Responsibility, Sailing, Portfolio Management, Retirement Planning, Wealth Management..., Insurance
Education
Macalester College
BA
Wharton School, University of Pennsylvania
Executive Education Program : CIMA Designation
Merrill Lynch August 2013 - Present
Lundeen Foundation August 2001 - Present
Delaware Investments, a member of the Macquarie Group June 2005 - May 2011
Gartmore December 2002 - May 2005
Conseco Fund Group August 1998 - December 2002
Cypress Capital Management July 1997 - August 1998
Textainer June 1994 - June 1997
PLM International, Inc. June 1984 - June 1994
Midwest Skateboard Shop January 1977 - April 1980
Skills
Sales Management, Strategic Leadership, Distribution Strategies, Asset Managment, Mutual Funds, Public Speaking, Financial Services, Investments, Coaching, Team Building, Marketing Strategy, Team Leadership, Certified Investment..., AIF, Series 7, Series 66, Series 24, Separately Managed..., ETFs, Alternative Investments, Retirement, Hedge Funds, Investment Management, Wealth Management, 401k, 529 Plans, New Business Development, Investment Strategies, CRM, Variable Annuities, Financial Markets, Estate Planning, Compliance, Philanthropy, P&L Responsibility, Sailing, Portfolio Management, Retirement Planning, Wealth Management..., Insurance
Education
Macalester College
BA
Wharton School, University of Pennsylvania
Executive Education Program : CIMA Designation
D. Logan McCabe's Merrill Lynch Experience May 2012 - June 2012
Job Advisory Associate at KPMG LLP
Industry Financial Services
Experience
KPMG July 2014 - Present
52businesses February 2014 - June 2014
Growth Strategies LLC June 2013 - August 2013
Merrill Lynch May 2012 - June 2012
William Morris Endeavor June 2011 - August 2011
Susie Hansen Latin Band June 2010 - January 2011
Education
Loyola University New Orleans 2010 — 2014
Bachelor of Business Administration, Economics and Finance
Loyola High School 2006 — 2010
KPMG July 2014 - Present
52businesses February 2014 - June 2014
Growth Strategies LLC June 2013 - August 2013
Merrill Lynch May 2012 - June 2012
William Morris Endeavor June 2011 - August 2011
Susie Hansen Latin Band June 2010 - January 2011
Education
Loyola University New Orleans 2010 — 2014
Bachelor of Business Administration, Economics and Finance
Loyola High School 2006 — 2010
XiangYuan(Henry) Yang XiangYuan(Henry) Yang's Merrill Lynch Experience January 2012 - April 2012
Job Investment Banking Analyst at JMP Securities
Industry Investment Banking
Experience
Macalester College January 2014 - May 2014
JMP Securities June 2013 - August 2013
UBS October 2012 - December 2012
First Children's Finance July 2012 - September 2012
China Guangfa Bank May 2012 - June 2012
Merrill Lynch January 2012 - April 2012
Education
Macalester College 2010 — 2014
Bachelor of Arts (B.A.), Economics & Applied Mathematics
University of Toronto 2011 — 2011
Earl Haig Secondary School 2007 — 2010
Zhuhai No.1 High Schiol 2006 — 2007
Macalester College January 2014 - May 2014
JMP Securities June 2013 - August 2013
UBS October 2012 - December 2012
First Children's Finance July 2012 - September 2012
China Guangfa Bank May 2012 - June 2012
Merrill Lynch January 2012 - April 2012
Education
Macalester College 2010 — 2014
Bachelor of Arts (B.A.), Economics & Applied Mathematics
University of Toronto 2011 — 2011
Earl Haig Secondary School 2007 — 2010
Zhuhai No.1 High Schiol 2006 — 2007
Tony Strong's Merrill Lynch Experience 1993 - 2002
Job Relationship Management I Business Development I Wealth Management
Industry Financial Services
Experience
Relationship Velocity 2014 - April 2015
The Centers. December 2013 - July 2014
Fiduciary Trust International 2008 - 2012
Wachovia Wealth Management 2005 - 2008
Bank of America 2004 - 2005
Merrill Lynch 1993 - 2002
Skills
Relationship Management, Wealth Management..., Business Development, Mergers & Acquisitions, Trusts, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Executive Management, Strategic Planning
Education
Lynchburg College
Bachelor's degree, Lynchburg, VA
Westminster School
Simsbury, CT
Relationship Velocity 2014 - April 2015
The Centers. December 2013 - July 2014
Fiduciary Trust International 2008 - 2012
Wachovia Wealth Management 2005 - 2008
Bank of America 2004 - 2005
Merrill Lynch 1993 - 2002
Skills
Relationship Management, Wealth Management..., Business Development, Mergers & Acquisitions, Trusts, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Executive Management, Strategic Planning
Education
Lynchburg College
Bachelor's degree, Lynchburg, VA
Westminster School
Simsbury, CT
Bradley Surman Bradley Surman's Merrill Lynch Experience September 2011 - April 2013
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Merrill Lynch September 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - September 2011
Merrill Lynch January 2009 - October 2009
Bank of America February 2003 - October 2009
Skills
Retirement Planning, 401k, Investment Management, Wealth Management, Investment Strategies, Retirement Plan..., Wealth, Uniform Combined State..., Series 7, 401k Rollovers, 529 Plans, Series 63, Investment Advisory, Asset Allocation, IRAs, Wealth Management..., Separately Managed..., Mutual Funds
Education
University of Detroit Mercy 2007 — 2009
Masters, Financial Economics
Walsh College of Accountancy and Business Administration 2004 — 2006
Bachelors, Finance
Macomb Community College 2002 — 2004
Associates, Business Administration
Fidelity Investments May 2013 - Present
Merrill Lynch September 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - September 2011
Merrill Lynch January 2009 - October 2009
Bank of America February 2003 - October 2009
Skills
Retirement Planning, 401k, Investment Management, Wealth Management, Investment Strategies, Retirement Plan..., Wealth, Uniform Combined State..., Series 7, 401k Rollovers, 529 Plans, Series 63, Investment Advisory, Asset Allocation, IRAs, Wealth Management..., Separately Managed..., Mutual Funds
Education
University of Detroit Mercy 2007 — 2009
Masters, Financial Economics
Walsh College of Accountancy and Business Administration 2004 — 2006
Bachelors, Finance
Macomb Community College 2002 — 2004
Associates, Business Administration
Julian Palma's Merrill Lynch Experience August 2007 - December 2007
Job Urban Development Consultant at The World Bank
Industry International Affairs
Experience
IFC - International Finance Corporation February 2014 - June 2014
Frontier Strategy Group June 2013 - December 2013
Embassy of Colombia to South Africa January 2009 - December 2011
Merrill Lynch August 2007 - December 2007
Skills
Foreign Policy, International Relations, Research, Politics, Government, Economics, Analysis, Africa, Human Rights, International Economics, Stata
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Economics, Conflict Management
Lynn University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, 3.83
Marymount
IFC - International Finance Corporation February 2014 - June 2014
Frontier Strategy Group June 2013 - December 2013
Embassy of Colombia to South Africa January 2009 - December 2011
Merrill Lynch August 2007 - December 2007
Skills
Foreign Policy, International Relations, Research, Politics, Government, Economics, Analysis, Africa, Human Rights, International Economics, Stata
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Economics, Conflict Management
Lynn University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, 3.83
Marymount
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
William Tuck Holman, CRPC® William Tuck Holman, CRPC®'s Merrill Lynch Experience November 2008 - Present
Job First Vice President, Senior Financial Advisor
Industry Investment Management
Experience
Merrill Lynch November 2008 - Present
Morgan Stanley June 1994 - November 2008
First Colonial Bankshares, Inc. January 1990 - June 1994
Skills
Business Strategy, Portfolio Management, Customer Relations, Strategic Planning, Investments, Financial Services, Estate Planning, Wealth Management..., High Net Worth..., Customer Service, Loans, Asset Allocation, Alternative Investments
Education
Lynchburg College 1985 — 1989
BA, Finance, History
South Kent School 1981 — 1984
Merrill Lynch November 2008 - Present
Morgan Stanley June 1994 - November 2008
First Colonial Bankshares, Inc. January 1990 - June 1994
Skills
Business Strategy, Portfolio Management, Customer Relations, Strategic Planning, Investments, Financial Services, Estate Planning, Wealth Management..., High Net Worth..., Customer Service, Loans, Asset Allocation, Alternative Investments
Education
Lynchburg College 1985 — 1989
BA, Finance, History
South Kent School 1981 — 1984
Willie Miles, Jr. , CFP's Merrill Lynch Experience March 1999 - June 2006
Job Owner, Miles Wealth Management
Industry Financial Services
Experience
Miles Wealth Management June 2006 - Present
Merrill Lynch March 1999 - June 2006
Skills
Strategic Planning, Entrepreneurship, Small Business, Leadership, Financial Analysis, Investments, Public Speaking, Strategic Financial..., Budgets, Nonprofits, Management Consulting, Management
Education
Loyola University New Orleans
BBA, Accounting
O. Perry Walker H.S. 1970 — 1973
H.S.
Miles Wealth Management June 2006 - Present
Merrill Lynch March 1999 - June 2006
Skills
Strategic Planning, Entrepreneurship, Small Business, Leadership, Financial Analysis, Investments, Public Speaking, Strategic Financial..., Budgets, Nonprofits, Management Consulting, Management
Education
Loyola University New Orleans
BBA, Accounting
O. Perry Walker H.S. 1970 — 1973
H.S.
Aravind Vellaipandian Aravind Vellaipandian's Merrill Lynch Experience February 2010 - July 2011
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch August 2011 - January 2014
Merrill Lynch February 2010 - July 2011
NexAge Technologies USA Inc April 2002 - July 2011
Ernst & Young July 2006 - January 2010
Merrill Lynch January 2006 - June 2006
Avenue-e Health Strategies August 2005 - December 2005
Education
Madurai Kamaraj University 1999 — 2002
MCA, Computers
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch August 2011 - January 2014
Merrill Lynch February 2010 - July 2011
NexAge Technologies USA Inc April 2002 - July 2011
Ernst & Young July 2006 - January 2010
Merrill Lynch January 2006 - June 2006
Avenue-e Health Strategies August 2005 - December 2005
Education
Madurai Kamaraj University 1999 — 2002
MCA, Computers
Kris Wustrow Kris Wustrow's Merrill Lynch Experience 1998 - 1999
Job Managing Partner, Asia Atlantic Capital Group
Industry Education Management
Experience
Asia Atlantic Capital Group 2012 - Present
Our Team In China 2009 - Present
Web international 2009 - 2009
American-Chinese Enterprises 2007 - 2009
2020 Columbia Magazine 2004 - 2004
Ravenel for U.S. Senate Committee 2003 - 2003
Siemens 2001 - 2003
P&O Nedlloyd 2000 - 2001
Merrill Lynch 1998 - 1999
Citizens for Competitive Power 1997 - 1998
Skills
Start-ups, Strategy, Management Consulting, Marketing Strategy, Program Management, Product Marketing, Leadership, Management, Marketing, Sales, Recruiting, Training, Project Management, Sourcing, Venture Capital, Entrepreneurship, Business Development, Consulting, Business Strategy
Education
Macquarie Graduate School of Management (MGSM) 2005 — 2006
MBA, Finance, Global Strategy
University of South Carolina-Columbia 1992 — 1996
B.A., Political Science & History (dual)
Asia Atlantic Capital Group 2012 - Present
Our Team In China 2009 - Present
Web international 2009 - 2009
American-Chinese Enterprises 2007 - 2009
2020 Columbia Magazine 2004 - 2004
Ravenel for U.S. Senate Committee 2003 - 2003
Siemens 2001 - 2003
P&O Nedlloyd 2000 - 2001
Merrill Lynch 1998 - 1999
Citizens for Competitive Power 1997 - 1998
Skills
Start-ups, Strategy, Management Consulting, Marketing Strategy, Program Management, Product Marketing, Leadership, Management, Marketing, Sales, Recruiting, Training, Project Management, Sourcing, Venture Capital, Entrepreneurship, Business Development, Consulting, Business Strategy
Education
Macquarie Graduate School of Management (MGSM) 2005 — 2006
MBA, Finance, Global Strategy
University of South Carolina-Columbia 1992 — 1996
B.A., Political Science & History (dual)
Adam Schlett's Merrill Lynch Experience September 2009 - January 2010
Job Director, Business Development at The Bridge Corporation
Industry Information Technology and Services
Experience
The Bridge Corporation May 2015 - Present
The Bridge Corporation January 2012 - Present
Deaf Rhino (Band) 2010 - Present
King Maker Marketing September 2011 - January 2012
Digitas September 2010 - May 2011
Glen Rock Community School June 2003 - August 2010
Greenstar Recycling and Shredding October 2009 - May 2010
Merrill Lynch September 2009 - January 2010
Skills
Direct Marketing, PPC, Affiliate Marketing, Lead Generation, Email Marketing, Mobile Marketing, Online Advertising, Analytics, Customer Acquisition, Digital Marketing, SEM, Management, Taekwondo, Interior Design, Parking Garages, Rehabilitation..., Dojo, Spider, Mobile Devices, Account Management, IceFaces, Business Development, Marketing Management, Shirts, Marketing, Online Marketing, Voice Over, Web Marketing, Database Marketing, Web Analytics, B2B Marketing
Education
Muhlenberg 2006 — 2010
B.A, Finance
Macquarie University 2009 — 2009
B.A, Credit toward Bachelors
Glen Rock High School
The Bridge Corporation May 2015 - Present
The Bridge Corporation January 2012 - Present
Deaf Rhino (Band) 2010 - Present
King Maker Marketing September 2011 - January 2012
Digitas September 2010 - May 2011
Glen Rock Community School June 2003 - August 2010
Greenstar Recycling and Shredding October 2009 - May 2010
Merrill Lynch September 2009 - January 2010
Skills
Direct Marketing, PPC, Affiliate Marketing, Lead Generation, Email Marketing, Mobile Marketing, Online Advertising, Analytics, Customer Acquisition, Digital Marketing, SEM, Management, Taekwondo, Interior Design, Parking Garages, Rehabilitation..., Dojo, Spider, Mobile Devices, Account Management, IceFaces, Business Development, Marketing Management, Shirts, Marketing, Online Marketing, Voice Over, Web Marketing, Database Marketing, Web Analytics, B2B Marketing
Education
Muhlenberg 2006 — 2010
B.A, Finance
Macquarie University 2009 — 2009
B.A, Credit toward Bachelors
Glen Rock High School
Jim Mockler Jim Mockler's Merrill Lynch Experience January 1988 - June 1998
Job Business Process Improvement Consultant at MassMutual Financial Group
Industry Investment Banking
Experience
MassMutual Financial Group November 1999 - Present
Banknorth June 1998 - November 1999
Merrill Lynch January 1988 - June 1998
Skills
Process Engineering, Database Design, Usability Design, Six Sigma, Continuous Improvement, Photography, Business Analysis, Process Improvement, Project Management, Analysis, Leadership, Management, Enterprise Architecture, Usability Engineering, Cross-functional Team..., SDLC, Vendor Management, Business Requirements, Requirements Gathering, Risk Management
Education
Lyndon State College 1981 — 1986
BUHS
MassMutual Financial Group November 1999 - Present
Banknorth June 1998 - November 1999
Merrill Lynch January 1988 - June 1998
Skills
Process Engineering, Database Design, Usability Design, Six Sigma, Continuous Improvement, Photography, Business Analysis, Process Improvement, Project Management, Analysis, Leadership, Management, Enterprise Architecture, Usability Engineering, Cross-functional Team..., SDLC, Vendor Management, Business Requirements, Requirements Gathering, Risk Management
Education
Lyndon State College 1981 — 1986
BUHS
Rodolfo San Martin Rodolfo San Martin's Merrill Lynch Experience October 2008 - December 2008
Job Financial Analyst at IBM
Industry Higher Education
Experience
IBM June 2015 - Present
Tulane University August 2011 - December 2014
Transportation Consultants Inc May 2009 - August 2011
Merrill Lynch October 2008 - December 2008
Transportation Consultants Incorporated May 2008 - October 2008
Skills
Federal Grants..., Spanish, Controlling Budgets, Project Management, Expense Reports, Financial Modeling, Microsoft Excel, Management, Strategic Planning, Microsoft Word, Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, 3.75
Loyola University New Orleans 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and International Business, 3.5
Texas A&M University 2005 — 2005
IBM June 2015 - Present
Tulane University August 2011 - December 2014
Transportation Consultants Inc May 2009 - August 2011
Merrill Lynch October 2008 - December 2008
Transportation Consultants Incorporated May 2008 - October 2008
Skills
Federal Grants..., Spanish, Controlling Budgets, Project Management, Expense Reports, Financial Modeling, Microsoft Excel, Management, Strategic Planning, Microsoft Word, Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, 3.75
Loyola University New Orleans 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and International Business, 3.5
Texas A&M University 2005 — 2005
David Spangenthal David Spangenthal's Merrill Lynch Experience May 2008 - August 2008
Job Strategic Account Manager at Google
Industry Information Technology and Services
Experience
Google December 2013 - Present
Google August 2011 - December 2013
Ernst & Young April 2011 - August 2011
enfoTech & Consulting Inc. September 2009 - April 2011
Merrill Lynch May 2008 - August 2008
AXIS Healthcare Communications May 2007 - August 2007
Lubavitch of Wisconsin October 2006 - February 2007
Skills
Microsoft Office, Databases, SDLC, Business Analysis, DoubleClick, DoubleClick for..., Troubleshooting, Requirements Analysis, Requirements Gathering, Public Speaking, Business Analytics, Project Management, Client Liaison, Manage Client..., Client Presentation, Strategic Consulting, SQL, Oracle SQL, Google Docs, Online Advertising, Ad Serving, Display Advertising, Strategy, Analytics
Education
Rutgers University-New Brunswick 2005 — 2009
BA, Information Technology and Informatics
Macquarie University 2008 — 2008
Information Technology
Google December 2013 - Present
Google August 2011 - December 2013
Ernst & Young April 2011 - August 2011
enfoTech & Consulting Inc. September 2009 - April 2011
Merrill Lynch May 2008 - August 2008
AXIS Healthcare Communications May 2007 - August 2007
Lubavitch of Wisconsin October 2006 - February 2007
Skills
Microsoft Office, Databases, SDLC, Business Analysis, DoubleClick, DoubleClick for..., Troubleshooting, Requirements Analysis, Requirements Gathering, Public Speaking, Business Analytics, Project Management, Client Liaison, Manage Client..., Client Presentation, Strategic Consulting, SQL, Oracle SQL, Google Docs, Online Advertising, Ad Serving, Display Advertising, Strategy, Analytics
Education
Rutgers University-New Brunswick 2005 — 2009
BA, Information Technology and Informatics
Macquarie University 2008 — 2008
Information Technology
Braith Dicker Braith Dicker's Merrill Lynch Experience July 1986 - February 1988
Job Operations Specialist
Industry Financial Services
Experience
Volunteer February 2015 - March 2015
Caxton Associates March 1988 - November 2014
Merrill Lynch July 1986 - February 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Bloomberg, Middle Office, Alternative Investments, Trading Systems, Proficient in Word,...
Education
Lycoming College 1982 — 1986
BA, Business
West Windsor Plainsboro High School 1978 — 1982
High School Diploma
Volunteer February 2015 - March 2015
Caxton Associates March 1988 - November 2014
Merrill Lynch July 1986 - February 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Bloomberg, Middle Office, Alternative Investments, Trading Systems, Proficient in Word,...
Education
Lycoming College 1982 — 1986
BA, Business
West Windsor Plainsboro High School 1978 — 1982
High School Diploma
Jun Sasaki's Merrill Lynch Experience 2008 - 2010
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
Amazon June 2014 - August 2014
Field Management (Strategy Consulting Firm) June 2013 - July 2013
Morgan Stanley 2010 - 2013
Merrill Lynch 2008 - 2010
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, M&A experience, Due Diligence, Financial Analysis, Finance, Business Strategy, Marketing, Analysis, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Marketing and Management
Macalester College 2004 — 2008
B.A., Economics, Political Science
Amazon June 2014 - August 2014
Field Management (Strategy Consulting Firm) June 2013 - July 2013
Morgan Stanley 2010 - 2013
Merrill Lynch 2008 - 2010
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, M&A experience, Due Diligence, Financial Analysis, Finance, Business Strategy, Marketing, Analysis, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Marketing and Management
Macalester College 2004 — 2008
B.A., Economics, Political Science
Clint Thomas Clint Thomas's Merrill Lynch Experience April 2000 - June 2002
Job Financial Planner at MJ Smith and Associates
Industry Financial Services
Experience
MJ Smith and Associates December 2003 - Present
Merrill Lynch April 2000 - June 2002
Skills
Investments, Retirement, Financial Planning, Series 65, Securities, Financial Advisory, Strategic Financial..., Investment Advisory, Asset Allocation, IRAs, Financial Analysis, Fixed Annuities, Retirement Planning, Risk Management, Estate Planning, 401k, Employee Benefits, Wealth Management, Portfolio Management, Series 7, Series 63, Mutual Funds, Finance, Loans, Financial Modeling, Insurance, Investment Strategies, Wealth Management..., Asset Management, Due Diligence, Life Insurance, Investment Management, Long-term Care
Education
University of Denver - Daniels College of Business 2001 — 2003
Masters, Finance
Lubbock Christian University 1994 — 1998
B.S., Business Administration
MJ Smith and Associates December 2003 - Present
Merrill Lynch April 2000 - June 2002
Skills
Investments, Retirement, Financial Planning, Series 65, Securities, Financial Advisory, Strategic Financial..., Investment Advisory, Asset Allocation, IRAs, Financial Analysis, Fixed Annuities, Retirement Planning, Risk Management, Estate Planning, 401k, Employee Benefits, Wealth Management, Portfolio Management, Series 7, Series 63, Mutual Funds, Finance, Loans, Financial Modeling, Insurance, Investment Strategies, Wealth Management..., Asset Management, Due Diligence, Life Insurance, Investment Management, Long-term Care
Education
University of Denver - Daniels College of Business 2001 — 2003
Masters, Finance
Lubbock Christian University 1994 — 1998
B.S., Business Administration
Anibal Manzano Anibal Manzano's Merrill Lynch Experience January 2007 - May 2007
Job 1L at UMiami Law | Harvey T. Reid Scholar
Industry Law Practice
Experience
Univision Communications Inc. October 2013 - August 2015
HBO Latin America May 2011 - October 2013
Sony Pictures Entertainment May 2009 - December 2010
Lynn University September 2008 - May 2009
Merrill Lynch January 2007 - May 2007
Skills
Marketing, Digital Media, Strategic Planning, Market Research, Television, Competitive Intelligence, Social Networking, Business Strategy, Analysis, Strategy, Microsoft Office, Management, Latin American markets, Spanish, Analytics, Entrepreneurship, Marketing Strategy, Television Research, Wordpress, IBOPE MediaWorks Station, Adtech, New Media, Marketing Research, Social Media, Broadcast, Innovation, comScore, Customer Insight, Content Strategy, Competitive Analysis, Research, Brand Management, Film, Consumer Behaviour, Strategic Partnerships, Advertising Sales, Digital Strategy, Mobile Marketing, Digital Marketing, Online Advertising, Data Visualization
Education
University of Miami School of Law 2015 — 2018
Doctor of Law (J.D.), Law
Lynn University 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Lynn University 2004 — 2008
Bachelor of Science, Business Administration
Univision Communications Inc. October 2013 - August 2015
HBO Latin America May 2011 - October 2013
Sony Pictures Entertainment May 2009 - December 2010
Lynn University September 2008 - May 2009
Merrill Lynch January 2007 - May 2007
Skills
Marketing, Digital Media, Strategic Planning, Market Research, Television, Competitive Intelligence, Social Networking, Business Strategy, Analysis, Strategy, Microsoft Office, Management, Latin American markets, Spanish, Analytics, Entrepreneurship, Marketing Strategy, Television Research, Wordpress, IBOPE MediaWorks Station, Adtech, New Media, Marketing Research, Social Media, Broadcast, Innovation, comScore, Customer Insight, Content Strategy, Competitive Analysis, Research, Brand Management, Film, Consumer Behaviour, Strategic Partnerships, Advertising Sales, Digital Strategy, Mobile Marketing, Digital Marketing, Online Advertising, Data Visualization
Education
University of Miami School of Law 2015 — 2018
Doctor of Law (J.D.), Law
Lynn University 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Lynn University 2004 — 2008
Bachelor of Science, Business Administration
Ramkumar Ayyadurai Ramkumar Ayyadurai's Merrill Lynch Experience August 2002 - September 2006
Job Director Global Head of QA Fixed Income/FX, Risk and Trading Technologies at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse October 2011 - Present
Credit Suisse May 2007 - September 2011
Credit Suisse September 2006 - May 2007
Merrill Lynch August 2002 - September 2006
JP Morgan Chase August 2001 - July 2002
Scandent Solutions January 2000 - July 2001
Skills
Prime Brokerage, Credit Derivatives, Risk Management, Pricing, Cash, Regulations, Statistical Tools, Trading Systems, Investment Banking, Fixed Income, Electronic Trading, Derivatives, Business Analysis, SDLC, Equities, Trading, Testing, FX Options, Capital Markets, User Acceptance Testing, Quality Assurance, Integration, Enterprise Architecture, Market Data, Test Automation, Financial Risk, Unix, Vendor Management, Sybase, Strategy, Equity Derivatives, Outsourcing
Education
Madurai Kamaraj University
Bachelor of Engineering, Computer Science
Credit Suisse January 2015 - Present
Credit Suisse October 2011 - Present
Credit Suisse May 2007 - September 2011
Credit Suisse September 2006 - May 2007
Merrill Lynch August 2002 - September 2006
JP Morgan Chase August 2001 - July 2002
Scandent Solutions January 2000 - July 2001
Skills
Prime Brokerage, Credit Derivatives, Risk Management, Pricing, Cash, Regulations, Statistical Tools, Trading Systems, Investment Banking, Fixed Income, Electronic Trading, Derivatives, Business Analysis, SDLC, Equities, Trading, Testing, FX Options, Capital Markets, User Acceptance Testing, Quality Assurance, Integration, Enterprise Architecture, Market Data, Test Automation, Financial Risk, Unix, Vendor Management, Sybase, Strategy, Equity Derivatives, Outsourcing
Education
Madurai Kamaraj University
Bachelor of Engineering, Computer Science
Robert Swanton Robert Swanton's Merrill Lynch Experience November 2007 - January 2008
Job Law Clerk at King & Spalding
Industry Law Practice
Experience
King & Spalding August 2015 - Present
Phelps Dunbar LLP July 2014 - August 2014
King & Spalding May 2014 - July 2014
KIPP New Orleans September 2009 - June 2012
Teach For America June 2009 - June 2011
Chaffe & Associates January 2008 - June 2009
Grameen Bank June 2008 - August 2008
Merrill Lynch November 2007 - January 2008
Skills
Research
Education
University of Pennsylvania Law School
J.D., magna cum laude
Loyola University New Orleans
B.B.A, magna cum laude, Economics and Finance
King & Spalding August 2015 - Present
Phelps Dunbar LLP July 2014 - August 2014
King & Spalding May 2014 - July 2014
KIPP New Orleans September 2009 - June 2012
Teach For America June 2009 - June 2011
Chaffe & Associates January 2008 - June 2009
Grameen Bank June 2008 - August 2008
Merrill Lynch November 2007 - January 2008
Skills
Research
Education
University of Pennsylvania Law School
J.D., magna cum laude
Loyola University New Orleans
B.B.A, magna cum laude, Economics and Finance
Hao Ding Hao Ding's Merrill Lynch Experience October 2011 - May 2012
Job Actuarial Assistant, Bond & Specialty Insurance,Travelers
Industry Insurance
Experience
Travelers June 2013 - Present
Travelers June 2012 - May 2013
Pro Bono Consulting February 2012 - September 2012
First Children's Finance January 2012 - May 2012
Macalester January 2012 - May 2012
Merrill Lynch October 2011 - May 2012
Chartis/AIG August 2011 - September 2011
Skills
R, Microsoft Excel, Stata, Data Analysis, Financial Modeling, Finance, Corporate Finance, Microsoft Office
Education
Macalester College 2009 — 2013
BA, Economics & Applied Mathematics and Statistics
Shanghai Foreign Language School 2002 — 2009
Travelers June 2013 - Present
Travelers June 2012 - May 2013
Pro Bono Consulting February 2012 - September 2012
First Children's Finance January 2012 - May 2012
Macalester January 2012 - May 2012
Merrill Lynch October 2011 - May 2012
Chartis/AIG August 2011 - September 2011
Skills
R, Microsoft Excel, Stata, Data Analysis, Financial Modeling, Finance, Corporate Finance, Microsoft Office
Education
Macalester College 2009 — 2013
BA, Economics & Applied Mathematics and Statistics
Shanghai Foreign Language School 2002 — 2009
Rachel Bacheller Rachel Bacheller's Merrill Lynch Experience November 2009 - January 2011
Job Account Executive at George P Johnson Experience Marketing
Industry Marketing and Advertising
Experience
George P Johnson Experience Marketing May 2015 - Present
McCann March 2015 - May 2015
Legacy Marketing Partners February 2014 - May 2014
Moroch Partners June 2013 - January 2014
Jack Morton Worldwide August 2011 - January 2013
City of Sterling Heights May 2012 - August 2012
Kelly Services April 2011 - August 2011
Merrill Lynch November 2009 - January 2011
Wells Fargo Advisors February 2008 - October 2009
City of Sterling Heights June 2006 - August 2006
Skills
Corporate Communications, Seminars, Organizational..., Outlook, Microsoft Excel, Social Media, Facebook, PowerPoint, Event Planning, Marketing, Event Management, Marketing Communications, Project Management, Internal Communications, Business Development, Customer Service, Leadership, Advertising, Sales, Management, Social Media Marketing
Education
Oakland University 2006 — 2010
Bachelor of Arts, Communication, 3.0
Macomb Community College 2007 — 2009
Associate's degree, General Studies
Henry Ford II High School 2002 — 2006
High School Diploma
George P Johnson Experience Marketing May 2015 - Present
McCann March 2015 - May 2015
Legacy Marketing Partners February 2014 - May 2014
Moroch Partners June 2013 - January 2014
Jack Morton Worldwide August 2011 - January 2013
City of Sterling Heights May 2012 - August 2012
Kelly Services April 2011 - August 2011
Merrill Lynch November 2009 - January 2011
Wells Fargo Advisors February 2008 - October 2009
City of Sterling Heights June 2006 - August 2006
Skills
Corporate Communications, Seminars, Organizational..., Outlook, Microsoft Excel, Social Media, Facebook, PowerPoint, Event Planning, Marketing, Event Management, Marketing Communications, Project Management, Internal Communications, Business Development, Customer Service, Leadership, Advertising, Sales, Management, Social Media Marketing
Education
Oakland University 2006 — 2010
Bachelor of Arts, Communication, 3.0
Macomb Community College 2007 — 2009
Associate's degree, General Studies
Henry Ford II High School 2002 — 2006
High School Diploma
Lewis Bateman Lewis Bateman's Merrill Lynch Experience 1996 - 2002
Job Managing Partner, Whitetail Capital
Industry Financial Services
Experience
Whitetail Capital Corporation January 2013 - Present
First Asset May 2013 - May 2014
Horizons Exchange Traded Funds September 2008 - May 2013
Toronto Stock Exchange February 2005 - September 2008
Merrill Lynch 1996 - 2002
Skills
ETFs, Alternative Investments, Hedge Funds, Investments, Equities, Mutual Funds, Asset Managment, Securities, Trading, Capital Markets, Financial Services, Business Development, Relationship Management, Wealth Management, Asset Allocation, Equity Trading, Electronic Trading, Derivatives, Emerging Markets, Bloomberg, Trading Systems, Series 7, Series 63, Investment Strategies, Financial Markets, Fixed Income, Equity Derivatives, Finance, Asset Management
Education
University of Toronto 1995 — 1999
Bachelor of Arts (B.A.), Economics and Political Science
MacEwan University 1994 — 1995
Business Management, Business Administration and Management, General
Whitetail Capital Corporation January 2013 - Present
First Asset May 2013 - May 2014
Horizons Exchange Traded Funds September 2008 - May 2013
Toronto Stock Exchange February 2005 - September 2008
Merrill Lynch 1996 - 2002
Skills
ETFs, Alternative Investments, Hedge Funds, Investments, Equities, Mutual Funds, Asset Managment, Securities, Trading, Capital Markets, Financial Services, Business Development, Relationship Management, Wealth Management, Asset Allocation, Equity Trading, Electronic Trading, Derivatives, Emerging Markets, Bloomberg, Trading Systems, Series 7, Series 63, Investment Strategies, Financial Markets, Fixed Income, Equity Derivatives, Finance, Asset Management
Education
University of Toronto 1995 — 1999
Bachelor of Arts (B.A.), Economics and Political Science
MacEwan University 1994 — 1995
Business Management, Business Administration and Management, General
William Dodge's Merrill Lynch Experience May 2012 - October 2013
Job Internal Wholesaler
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
EMPOWER Retirement December 2014 - May 2015
Putnam Investments July 2014 - December 2014
Putnam Investments October 2013 - July 2014
Merrill Lynch May 2012 - October 2013
Merrill Edge August 2011 - May 2012
Metrorock 2008 - 2011
Skills
Investments, Sales, Customer Service, Series 7, Mutual Funds, 401k, Retirement, Securities, Equites
Education
Lynn University 2002 — 2006
Bachelor's degree, Hospitality Administration/Management
Prudential Financial July 2015 - Present
EMPOWER Retirement December 2014 - May 2015
Putnam Investments July 2014 - December 2014
Putnam Investments October 2013 - July 2014
Merrill Lynch May 2012 - October 2013
Merrill Edge August 2011 - May 2012
Metrorock 2008 - 2011
Skills
Investments, Sales, Customer Service, Series 7, Mutual Funds, 401k, Retirement, Securities, Equites
Education
Lynn University 2002 — 2006
Bachelor's degree, Hospitality Administration/Management
Steve Fitzgerald's Merrill Lynch Experience January 2010 - May 2010
Job Associate at Thomas H. Lee Partners
Industry Venture Capital & Private Equity
Experience
Thomas H. Lee Partners July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Macalester College Investment Office June 2010 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
Travelers May 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Education
Macalester College 2008 — 2012
Bachelor of Arts, Economics, Psychology
Duluth Marshall
Duluth Marshall
Thomas H. Lee Partners July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Macalester College Investment Office June 2010 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
Travelers May 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Education
Macalester College 2008 — 2012
Bachelor of Arts, Economics, Psychology
Duluth Marshall
Duluth Marshall
Lauren Bianchi Ivancevic Lauren Bianchi Ivancevic's Merrill Lynch Experience October 2006 - November 2010
Job Executive Financial Assistant at Tawani Enterprises Inc
Industry Financial Services
Experience
Tawani Enterprises Inc November 2010 - Present
Merrill Lynch October 2006 - November 2010
Equinox 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, PowerPoint, Social Networking, Banking, Management, Insurance, Finance, Budgets, Marketing, Investments
Education
MacMurray College 1998 — 2002
Bachelor of Science
Tawani Enterprises Inc November 2010 - Present
Merrill Lynch October 2006 - November 2010
Equinox 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, PowerPoint, Social Networking, Banking, Management, Insurance, Finance, Budgets, Marketing, Investments
Education
MacMurray College 1998 — 2002
Bachelor of Science
Gary Mozda's Merrill Lynch Experience June 2004 - August 2004
Job Firefighter/Paramedic at City of West Palm Beach
Industry Investment Management
Experience
City of West Palm Beach April 2008 - Present
Mozda Holdings, LLC January 2011 - July 2012
West Palm Beach Fire Department April 2008 - July 2012
Christian Skaters, Inc. May 2006 - August 2006
Franklin Templeton Investments January 2005 - May 2005
Merrill Lynch June 2004 - August 2004
Skills
Equity Research, Commercial Real Estate, Research, Real Estate Investment, Investments, Investment Advisory, Firefighting, Fire Protection, Paramedic, Emergency Medicine, Non-profits, Corporate Finance, Aviation Operations, Aviation, Health, Nutrition
Education
Lynn University 2001 — 2005
Bachelor of Science (B.S.), Business Administration/Aviation Management
Lynn University 2001 — 2005
Bachelor of Science (B.S.), Business Administration/Aviation Management
City of West Palm Beach April 2008 - Present
Mozda Holdings, LLC January 2011 - July 2012
West Palm Beach Fire Department April 2008 - July 2012
Christian Skaters, Inc. May 2006 - August 2006
Franklin Templeton Investments January 2005 - May 2005
Merrill Lynch June 2004 - August 2004
Skills
Equity Research, Commercial Real Estate, Research, Real Estate Investment, Investments, Investment Advisory, Firefighting, Fire Protection, Paramedic, Emergency Medicine, Non-profits, Corporate Finance, Aviation Operations, Aviation, Health, Nutrition
Education
Lynn University 2001 — 2005
Bachelor of Science (B.S.), Business Administration/Aviation Management
Lynn University 2001 — 2005
Bachelor of Science (B.S.), Business Administration/Aviation Management
Nicholas (Jerry) Montalbano, MBA's Merrill Lynch Experience October 2006 - August 2007
Job Parish Administrator at St. George's Episcopal Church
Industry Human Resources
Experience
St. George's Episcopal Church August 2011 - Present
Louisiana Workforce Commission April 2010 - September 2010
Latter & Blum August 2008 - April 2010
Stanley, Reuter, Ross, Thornton & Alford, LLC January 2008 - August 2008
Merrill Lynch October 2006 - August 2007
Wellstone Apparel, LLC July 1988 - July 2006
Skills
Real Estate, Human Resources, Recruiting, Employee Benefits, Resume Writing, Interviews, Budgets, Financial Reporting, Hiring
Education
Loyola University New Orleans
MBA, Accounting and Finance
Southeastern Louisiana University
BS, Zoology
St. George's Episcopal Church August 2011 - Present
Louisiana Workforce Commission April 2010 - September 2010
Latter & Blum August 2008 - April 2010
Stanley, Reuter, Ross, Thornton & Alford, LLC January 2008 - August 2008
Merrill Lynch October 2006 - August 2007
Wellstone Apparel, LLC July 1988 - July 2006
Skills
Real Estate, Human Resources, Recruiting, Employee Benefits, Resume Writing, Interviews, Budgets, Financial Reporting, Hiring
Education
Loyola University New Orleans
MBA, Accounting and Finance
Southeastern Louisiana University
BS, Zoology
Clifford e Wright Clifford e Wright's Merrill Lynch Experience January 1988 - January 1990
Job Serial Entrepreneurmedia banking, beauty, healthcare, beauty brand ceo
Industry Motion Pictures and Film
Experience
http://www.ozsupplement.com September 1995 - Present
USA Networks freelance July 1995 - March 2010
http:www.ozsupplement.com 2009 - 2010
Merrill Lynch January 1988 - January 1990
Skills
English, Film, Television, Documentaries, Photography, Editorial, Producing, Advertising, Fashion, Graphic Design, Reality, Comedy, Public Relations, Feature Films, Entrepreneurship, Celebrity, Social Media Marketing, Social Media, Social Networking, Photoshop
Education
Lund University 1993 — 1997
Ph D, Deveopmental Economics
http://www.ozsupplement.com September 1995 - Present
USA Networks freelance July 1995 - March 2010
http:www.ozsupplement.com 2009 - 2010
Merrill Lynch January 1988 - January 1990
Skills
English, Film, Television, Documentaries, Photography, Editorial, Producing, Advertising, Fashion, Graphic Design, Reality, Comedy, Public Relations, Feature Films, Entrepreneurship, Celebrity, Social Media Marketing, Social Media, Social Networking, Photoshop
Education
Lund University 1993 — 1997
Ph D, Deveopmental Economics
Ajay Thotangare's Merrill Lynch Experience October 2006 - November 2007
Job Principal, Technical Services at Delphix
Industry Information Technology and Services
Experience
Delphix April 2015 - Present
United Airlines May 2012 - March 2015
Credit Suisse June 2010 - July 2012
Bank of America December 2008 - June 2010
Starwood Hotels & Resorts Worldwide, Inc. December 2007 - December 2008
Merrill Lynch October 2006 - November 2007
Starwood Hotels & Resorts May 2005 - October 2006
New York Life May 2004 - May 2005
Skills
Oracle RAC, Oracle SQL, Oracle Certified DBA, Oracle Streams, oracle apex, PL/SQL, Unix Shell Scripting, Oracle Application..., Databases, RMAN, Data Warehousing, SQL Tuning, Performance Tuning, Solaris, Oracle, Disaster Recovery, Database Administration
Education
Madurai Kamaraj University 1998 — 2001
M.C.A, Master of Computer Applications
University of Mumbai 1994 — 1996
M.Sc., Master of Science
Delphix April 2015 - Present
United Airlines May 2012 - March 2015
Credit Suisse June 2010 - July 2012
Bank of America December 2008 - June 2010
Starwood Hotels & Resorts Worldwide, Inc. December 2007 - December 2008
Merrill Lynch October 2006 - November 2007
Starwood Hotels & Resorts May 2005 - October 2006
New York Life May 2004 - May 2005
Skills
Oracle RAC, Oracle SQL, Oracle Certified DBA, Oracle Streams, oracle apex, PL/SQL, Unix Shell Scripting, Oracle Application..., Databases, RMAN, Data Warehousing, SQL Tuning, Performance Tuning, Solaris, Oracle, Disaster Recovery, Database Administration
Education
Madurai Kamaraj University 1998 — 2001
M.C.A, Master of Computer Applications
University of Mumbai 1994 — 1996
M.Sc., Master of Science
Vijayasekar Kondusamy Vijayasekar Kondusamy's Merrill Lynch Experience January 2011 - November 2011
Job Senior Business Systems Analyst at Capital One
Industry Financial Services
Experience
Capital One November 2011 - Present
Merrill Lynch January 2011 - November 2011
BP January 2007 - May 2008
Executive Ship Management 2006 - 2007
BP September 2001 - December 2006
Skills
Visio, PL/SQL, Quality Center, SPSS, Financial Modeling, Analysis, Leadership, Project Planning, Business Analysis, SDLC, Vendor Management
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2010
MBA, Finance
Madurai Kamaraj University 1994 — 1998
Engineering, Mechanical
Capital One November 2011 - Present
Merrill Lynch January 2011 - November 2011
BP January 2007 - May 2008
Executive Ship Management 2006 - 2007
BP September 2001 - December 2006
Skills
Visio, PL/SQL, Quality Center, SPSS, Financial Modeling, Analysis, Leadership, Project Planning, Business Analysis, SDLC, Vendor Management
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2010
MBA, Finance
Madurai Kamaraj University 1994 — 1998
Engineering, Mechanical
Cynthia Dennis - Saraceno Cynthia Dennis - Saraceno's Merrill Lynch Experience 1995 - 1995
Job Purchasing: Seat Structures & Mechanisms at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company April 2012 - Present
Dana Holding Corporation December 2010 - April 2011
Schaeffler Group USA Inc. August 2008 - May 2010
Chrysler 1996 - 2008
E & G Printing Services 1996 - 1996
Merrill Lynch 1995 - 1995
Skills
Supply Management, Global Sourcing, Strategic Sourcing, Supplier Development, Supplier Quality, Spend Management, Supply Chain Management, Automotive, Lean Manufacturing, Kaizen, Procurement, JIT, Management, Purchasing, Supply Chain, Continuous Improvement, Engineering, Value Stream Mapping, Materials Management, Stamping, Supply Chain..., APQP, Manufacturing, Manufacturing..., PPAP, Manufacturing..., Toyota Production System, Kanban, Materials, Engineering Management, Supplier Negotiation, FMEA, Supplier Evaluation, Six Sigma, 5S, Root Cause Analysis, Vehicles, TS16949, SPC, Low Cost Country..., Powertrain, DMAIC, ISO, Components, TQM, Machine Tools, Manufacturing Operations, Industrial Engineering, Purchase Management, Green Belt
Education
University of Phoenix 1996 — 1999
M.B.A., Business Administration
Chrysler Manufacturing Engineering Grad In Training 1996 — 1998
Experience Completed, Manufacturing, Supplier Quality, Product Design, Logistics, Adv Stamping Engineering, Int'l Supply
Walsh College 1993 — 1996
B.A. :Finance, Finance, Risk Analysis, Business
Macomb Community College 1991 — 1993
Associate, Business Administration
Adlai Stevenson High School
Ford Motor Company April 2012 - Present
Dana Holding Corporation December 2010 - April 2011
Schaeffler Group USA Inc. August 2008 - May 2010
Chrysler 1996 - 2008
E & G Printing Services 1996 - 1996
Merrill Lynch 1995 - 1995
Skills
Supply Management, Global Sourcing, Strategic Sourcing, Supplier Development, Supplier Quality, Spend Management, Supply Chain Management, Automotive, Lean Manufacturing, Kaizen, Procurement, JIT, Management, Purchasing, Supply Chain, Continuous Improvement, Engineering, Value Stream Mapping, Materials Management, Stamping, Supply Chain..., APQP, Manufacturing, Manufacturing..., PPAP, Manufacturing..., Toyota Production System, Kanban, Materials, Engineering Management, Supplier Negotiation, FMEA, Supplier Evaluation, Six Sigma, 5S, Root Cause Analysis, Vehicles, TS16949, SPC, Low Cost Country..., Powertrain, DMAIC, ISO, Components, TQM, Machine Tools, Manufacturing Operations, Industrial Engineering, Purchase Management, Green Belt
Education
University of Phoenix 1996 — 1999
M.B.A., Business Administration
Chrysler Manufacturing Engineering Grad In Training 1996 — 1998
Experience Completed, Manufacturing, Supplier Quality, Product Design, Logistics, Adv Stamping Engineering, Int'l Supply
Walsh College 1993 — 1996
B.A. :Finance, Finance, Risk Analysis, Business
Macomb Community College 1991 — 1993
Associate, Business Administration
Adlai Stevenson High School
Youcef Oudjidane Youcef Oudjidane's Merrill Lynch Experience July 2012 - December 2012
Job Associate at Solebury Capital
Industry Financial Services
Experience
Solebury Capital May 2013 - Present
Franklin Street Works June 2014 - Present
Banyan Global Investment Advisors January 2013 - June 2013
Lynn University September 2011 - May 2013
Concerto Partners December 2012 - January 2013
Merrill Lynch July 2012 - December 2012
Skills
Leadership, Management, Market Research, Strategy, Financial Modeling, Business Strategy, Valuation, Investments, Analysis, Capital Markets, Investment Banking, Marketing, Entrepreneurship, Portfolio Management, Teamwork, Equities, Time Management, Data Analysis, Strategic Planning, Training, Negotiation, Economics, Fixed Income, Securities, Financial Analysis, Risk Management, Corporate Finance, Business Development, Drinking Water Quality
Education
Lynn University 2011 — 2013
Master of Business Administration (MBA), Financial Valuation and Investment Management, 3.94
University of Nottingham 2008 — 2011
Bachelor of Science (BSc), Mathematics (Pure Mathematics)
Solebury Capital May 2013 - Present
Franklin Street Works June 2014 - Present
Banyan Global Investment Advisors January 2013 - June 2013
Lynn University September 2011 - May 2013
Concerto Partners December 2012 - January 2013
Merrill Lynch July 2012 - December 2012
Skills
Leadership, Management, Market Research, Strategy, Financial Modeling, Business Strategy, Valuation, Investments, Analysis, Capital Markets, Investment Banking, Marketing, Entrepreneurship, Portfolio Management, Teamwork, Equities, Time Management, Data Analysis, Strategic Planning, Training, Negotiation, Economics, Fixed Income, Securities, Financial Analysis, Risk Management, Corporate Finance, Business Development, Drinking Water Quality
Education
Lynn University 2011 — 2013
Master of Business Administration (MBA), Financial Valuation and Investment Management, 3.94
University of Nottingham 2008 — 2011
Bachelor of Science (BSc), Mathematics (Pure Mathematics)
Theodore Ice Theodore Ice's Merrill Lynch Experience May 2015 - August 2015
Job Private Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
MSD Capital May 2014 - July 2014
Oakland Beach May 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Management, PowerPoint, Research, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, Public Speaking, Social Networking, Sales, Social Media
Education
University of Richmond - Robins School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration; Finance, Minor in History
Rye High School 2008 — 2012
Macquarie University
Merrill Lynch May 2015 - August 2015
MSD Capital May 2014 - July 2014
Oakland Beach May 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Management, PowerPoint, Research, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, Public Speaking, Social Networking, Sales, Social Media
Education
University of Richmond - Robins School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration; Finance, Minor in History
Rye High School 2008 — 2012
Macquarie University
Karen Luoto's Merrill Lynch Experience September 2006 - July 2008
Job Phoenix Rising Website for People with ME/CFS at http://forums.phoenixrising.me/content.php
Industry Information Technology and Services
Experience
http://forums.phoenixrising.me/content.php September 2012 - Present
Merrill Lynch September 2006 - July 2008
Luoto Consulting Inc January 2001 - August 2006
Skills
Business Reengineering ..., Process Mapping 12 yrs, PMI's PMBOK, PMP..., Six Sigma Training 1..., MS Office Suite 18 yrs, Project Management..., Flowcharting Tools..., Project Life Cycle /..., Methodology Similar to..., Price/Waterhouse..., Program Management, SDLC, PMO, Business Process, Project Management, PMP, Software Documentation
Education
Madison Area Technical College 1988 — 1990
Associate of Arts (AA), Information Technology, 4.0 GPA for last 3 semesters
http://forums.phoenixrising.me/content.php September 2012 - Present
Merrill Lynch September 2006 - July 2008
Luoto Consulting Inc January 2001 - August 2006
Skills
Business Reengineering ..., Process Mapping 12 yrs, PMI's PMBOK, PMP..., Six Sigma Training 1..., MS Office Suite 18 yrs, Project Management..., Flowcharting Tools..., Project Life Cycle /..., Methodology Similar to..., Price/Waterhouse..., Program Management, SDLC, PMO, Business Process, Project Management, PMP, Software Documentation
Education
Madison Area Technical College 1988 — 1990
Associate of Arts (AA), Information Technology, 4.0 GPA for last 3 semesters
Marian Gibbon's Merrill Lynch Experience 1997 - 1999
Job
Industry Financial Services
Experience
M Company 2005 - Present
Banc of America Securities 2000 - 2004
Violet, Inc. 1999 - 2000
Merrill Lynch 1997 - 1999
EY 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1989
Master's Degree
Macalester College 1982 — 1986
Bachelor's Degree
M Company 2005 - Present
Banc of America Securities 2000 - 2004
Violet, Inc. 1999 - 2000
Merrill Lynch 1997 - 1999
EY 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1989
Master's Degree
Macalester College 1982 — 1986
Bachelor's Degree
Amelia Pane Schaffner's Merrill Lynch Experience 1999 - 2000
Job Strategist (within "Growth & Strategy") at Accenture
Industry Management Consulting
Experience
Accenture April 2010 - Present
Accenture 2005 - April 2010
Accenture 2001 - 2004
Merrill Lynch 1999 - 2000
Italmare (Italy) 1994 - 1998
Skills
Management Consulting, Business Strategy, Innovation, Innovative Thinking, Innovation Management, Innovation Consulting, Capability Development, Strategy, Management, Consulting, Start-ups, Telecommunications, Product Development, Program Management, Business Process..., Strategic Consulting, Entrepreneurship, Project Management, Business Transformation
Education
LUISS Guido Carli University 1991 — 1995
MS (MSC), Business, Finance and Economics
Accenture April 2010 - Present
Accenture 2005 - April 2010
Accenture 2001 - 2004
Merrill Lynch 1999 - 2000
Italmare (Italy) 1994 - 1998
Skills
Management Consulting, Business Strategy, Innovation, Innovative Thinking, Innovation Management, Innovation Consulting, Capability Development, Strategy, Management, Consulting, Start-ups, Telecommunications, Product Development, Program Management, Business Process..., Strategic Consulting, Entrepreneurship, Project Management, Business Transformation
Education
LUISS Guido Carli University 1991 — 1995
MS (MSC), Business, Finance and Economics
Seetha Siva's Merrill Lynch Experience April 2011 - Present
Job Vice President at Bank of America Merrill lynch
Industry Computer Software
Experience
Bank of America - Merrill lynch February 2014 - Present
Merrill Lynch April 2011 - Present
Merrill Lynch July 2010 - March 2011
Numal Technologies, Inc November 2007 - August 2010
SETFOCUS 2010 - 2010
Elite Software Group February 2005 - October 2007
Ernst & Young 2004 - 2005
BearingPoint Consulting 2002 - 2004
Polo Ralph Lauren 2000 - 2002
SEPTA 1999 - 2000
Skills
SharePoint, Microsoft SQL Server, HTML, WCF, Business Intelligence, Project Management, .NET, Microsoft Office..., XML, SharePoint Designer, Access, Security, Software Development, Enterprise Architecture, SDLC, Agile Methodologies, T-SQL, ASP.NET, SSIS, SOA
Education
Stevens Institute of Technology 2011 — 2015
Master of Science (MS), Management Information Systems, General
SetFocus 2010 — 2010
Sharepoint MP, Sharepoint
Madurai Kamaraj University 1993 — 1996
MBA, Business
Thiagarajar college of Engineering 1989 — 1993
Bachelor of Engg., Computer Science
Bank of America - Merrill lynch February 2014 - Present
Merrill Lynch April 2011 - Present
Merrill Lynch July 2010 - March 2011
Numal Technologies, Inc November 2007 - August 2010
SETFOCUS 2010 - 2010
Elite Software Group February 2005 - October 2007
Ernst & Young 2004 - 2005
BearingPoint Consulting 2002 - 2004
Polo Ralph Lauren 2000 - 2002
SEPTA 1999 - 2000
Skills
SharePoint, Microsoft SQL Server, HTML, WCF, Business Intelligence, Project Management, .NET, Microsoft Office..., XML, SharePoint Designer, Access, Security, Software Development, Enterprise Architecture, SDLC, Agile Methodologies, T-SQL, ASP.NET, SSIS, SOA
Education
Stevens Institute of Technology 2011 — 2015
Master of Science (MS), Management Information Systems, General
SetFocus 2010 — 2010
Sharepoint MP, Sharepoint
Madurai Kamaraj University 1993 — 1996
MBA, Business
Thiagarajar college of Engineering 1989 — 1993
Bachelor of Engg., Computer Science
Ted Chase's Merrill Lynch Experience 1986 - 1988
Job Treasury and Trade Services
Industry Banking
Experience
Citi 1998 - 2015
Merrill Lynch 1986 - 1988
Education
Lynchburg College 1983 — 1990
BA, Economics
Citi 1998 - 2015
Merrill Lynch 1986 - 1988
Education
Lynchburg College 1983 — 1990
BA, Economics
Pasu Gnanasundaram's Merrill Lynch Experience September 2005 - July 2008
Job R&D, Data Acq (Private Equity, Fixed Income) at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP August 2011 - Present
Credit Suisse September 2010 - August 2011
Liquidnet March 2010 - September 2010
Albridge Solutions July 2008 - March 2010
Merrill Lynch September 2005 - July 2008
Footstar September 2000 - September 2005
Skills
Unix, Strategy, Data Warehousing, PL/SQL, Oracle, SDLC, Business Intelligence, Data Modeling, ETL, Enterprise Architecture, Informatica, SQL, Solution Architecture, SOA
Education
Madurai Kamaraj University 1992 — 1996
B.S, Electrical Engineering
Bloomberg LP August 2011 - Present
Credit Suisse September 2010 - August 2011
Liquidnet March 2010 - September 2010
Albridge Solutions July 2008 - March 2010
Merrill Lynch September 2005 - July 2008
Footstar September 2000 - September 2005
Skills
Unix, Strategy, Data Warehousing, PL/SQL, Oracle, SDLC, Business Intelligence, Data Modeling, ETL, Enterprise Architecture, Informatica, SQL, Solution Architecture, SOA
Education
Madurai Kamaraj University 1992 — 1996
B.S, Electrical Engineering
Gabriela Colocho's Merrill Lynch Experience January 2006 - April 2006
Job Intern Social Enterprise and Financing Innovation at FINCA International
Industry Financial Services
Experience
Pact, Inc. December 2014 - Present
FINCA International July 2014 - December 2014
Johns Hopkins University Carey Business School September 2013 - February 2014
FI Consulting 2013 - 2013
Crowell & Moring LLP January 2011 - July 2012
Crowell & Moring LLP June 2006 - December 2010
Merrill Lynch January 2006 - April 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Alternative Fee..., Microsoft SQL Server, Ad Hoc Reporting, Team-oriented
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration
Loyola University New Orleans 2002 — 2006
BBA, Finance & International Business
Pact, Inc. December 2014 - Present
FINCA International July 2014 - December 2014
Johns Hopkins University Carey Business School September 2013 - February 2014
FI Consulting 2013 - 2013
Crowell & Moring LLP January 2011 - July 2012
Crowell & Moring LLP June 2006 - December 2010
Merrill Lynch January 2006 - April 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Alternative Fee..., Microsoft SQL Server, Ad Hoc Reporting, Team-oriented
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration
Loyola University New Orleans 2002 — 2006
BBA, Finance & International Business
Keith Gorla's Merrill Lynch Experience June 2005 - October 2007
Job Concierge Sales at Virgin Holidays
Industry Hospitality
Experience
Virgin Holidays September 2013 - Present
Marriott International December 2007 - June 2013
Merrill Lynch June 2005 - October 2007
American Express April 2002 - March 2004
Dolce Hotels & Resorts April 2000 - April 2002
Skills
Process Scheduler, Restaurants, Hotels, Resorts, Client Service Oriented, Customer Satisfaction, Sales
Education
Lynn University
Bachelor's degree, Hotel, Motel, and Restaurant Management
Virgin Holidays September 2013 - Present
Marriott International December 2007 - June 2013
Merrill Lynch June 2005 - October 2007
American Express April 2002 - March 2004
Dolce Hotels & Resorts April 2000 - April 2002
Skills
Process Scheduler, Restaurants, Hotels, Resorts, Client Service Oriented, Customer Satisfaction, Sales
Education
Lynn University
Bachelor's degree, Hotel, Motel, and Restaurant Management
Patrick Allen's Merrill Lynch Experience March 2006 - January 2009
Job
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
Bloomberg LP January 2009 - April 2010
Merrill Lynch March 2006 - January 2009
Bank of America 2005 - 2006
JPMorgan Chase & Co. 1998 - 2005
Skills
Financial Services, Talent Management, Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Contract Negotiation, Contract Management, Sourcing, Vendor Management, Employee Relations, Internet Recruiting, Management, Employee Engagement, Human Resources, Technical Recruiting, College Recruiting, Performance Management, Executive Search, Change Management, Employee Benefits, PeopleSoft, HRIS, Deferred Compensation
Education
Lynchburg College 1989 — 1993
Bachelor of Arts
Morgan Stanley May 2010 - Present
Bloomberg LP January 2009 - April 2010
Merrill Lynch March 2006 - January 2009
Bank of America 2005 - 2006
JPMorgan Chase & Co. 1998 - 2005
Skills
Financial Services, Talent Management, Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Contract Negotiation, Contract Management, Sourcing, Vendor Management, Employee Relations, Internet Recruiting, Management, Employee Engagement, Human Resources, Technical Recruiting, College Recruiting, Performance Management, Executive Search, Change Management, Employee Benefits, PeopleSoft, HRIS, Deferred Compensation
Education
Lynchburg College 1989 — 1993
Bachelor of Arts
Ram Shankar's Merrill Lynch Experience November 2006 - July 2008
Job Sr. Consultant at Angelo, Gordon & Co.
Industry Information Technology and Services
Experience
Angelo, Gordon & Co. June 2013 - Present
Cedit Suisse October 2009 - May 2013
Merrill Lynch November 2006 - July 2008
Goldman Sachs July 2000 - February 2001
The Prudential March 1997 - June 2000
Vertex Inc January 1996 - March 1997
Skills
Hgh frequency Trading..., .NET Developer /..., Database Architect, Accomplished Senior...
Education
MK University 1986 — 1990
Bachelor of Science, Mathematics
Madurai Kamaraj University 1986 — 1990
B.Sc, Math
Angelo, Gordon & Co. June 2013 - Present
Cedit Suisse October 2009 - May 2013
Merrill Lynch November 2006 - July 2008
Goldman Sachs July 2000 - February 2001
The Prudential March 1997 - June 2000
Vertex Inc January 1996 - March 1997
Skills
Hgh frequency Trading..., .NET Developer /..., Database Architect, Accomplished Senior...
Education
MK University 1986 — 1990
Bachelor of Science, Mathematics
Madurai Kamaraj University 1986 — 1990
B.Sc, Math
Adger Ellison's Merrill Lynch Experience October 2014 - Present
Job Merrill Lynch PMD Program
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Skills
Financial Analysis, Customer Service, Data Analysis, Wealth Management, Sales, Leadership, Mutual Funds, Teamwork, Series 7, Research, Investments, Finance, Investor Relations, Marketing, Management
Education
Lynn University 2002 — 2006
Bachelor of Science (B.S.)
The Knox School 1998 — 2002
Merrill Lynch October 2014 - Present
Skills
Financial Analysis, Customer Service, Data Analysis, Wealth Management, Sales, Leadership, Mutual Funds, Teamwork, Series 7, Research, Investments, Finance, Investor Relations, Marketing, Management
Education
Lynn University 2002 — 2006
Bachelor of Science (B.S.)
The Knox School 1998 — 2002
O'Berry, Toby's Merrill Lynch Experience 1999 - 2000
Job Portfolio Analyst at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Real Estate Investors Real Estate AnalystMorgan Stanley2000 - 2002
Merrill Lynch 1999 - 2000
Education
University of Denver - Daniels College of Business 1998 — 2000
M.B.A, Real Estate and Finance Double Specialization
Luther College 1994 — 1997
BA, Management
Principal Real Estate Investors Real Estate AnalystMorgan Stanley2000 - 2002
Merrill Lynch 1999 - 2000
Education
University of Denver - Daniels College of Business 1998 — 2000
M.B.A, Real Estate and Finance Double Specialization
Luther College 1994 — 1997
BA, Management
Rob Ayers's Merrill Lynch Experience September 2009 - October 2012
Job Regional Sales Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group November 2012 - Present
Merrill Lynch September 2009 - October 2012
Merrill Lynch 2003 - 2008
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Wealth Management, Series 63, Securities, Strategic Financial..., Retirement, Fixed Annuities, Insurance, Financial Services, FINRA
Education
Lynn University 2000 — 2001
MBA, International Business Management
Old Dominion University 1996 — 2000
Bachelor of Science, Business Administration
MassMutual Financial Group November 2012 - Present
Merrill Lynch September 2009 - October 2012
Merrill Lynch 2003 - 2008
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Wealth Management, Series 63, Securities, Strategic Financial..., Retirement, Fixed Annuities, Insurance, Financial Services, FINRA
Education
Lynn University 2000 — 2001
MBA, International Business Management
Old Dominion University 1996 — 2000
Bachelor of Science, Business Administration
Claribel Corona's Merrill Lynch Experience August 2008 - October 2008
Job Client Solution Analyst
Industry Staffing and Recruiting
Experience
Beeline June 2012 - Present
Beeline March 2012 - June 2012
Beeline October 2010 - March 2012
State of Florida October 2009 - October 2010
Citicards February 2009 - January 2010
Merrill Lynch August 2008 - October 2008
Level 3 Communications August 2006 - May 2008
FDN Communications July 2004 - August 2006
Cordia Communications June 2000 - July 2004
Skills
Telecommunications, System Administration, Managed Services, Customer Service, Customer Satisfaction, Cross-functional Team..., Call Center, Process Improvement, Salesforce.com, Troubleshooting, Call Centers, Training, Management, VoIP, Product Management, Software Documentation, Strategic Planning, Requirements Analysis, Networking, Team Leadership, Leadership, Analysis, Program Management, Vendor Management, Account Management, Business Analysis, CRM, Business Process, Testing
Education
Lynn University 1993 — 1997
BA, Communications
Beeline June 2012 - Present
Beeline March 2012 - June 2012
Beeline October 2010 - March 2012
State of Florida October 2009 - October 2010
Citicards February 2009 - January 2010
Merrill Lynch August 2008 - October 2008
Level 3 Communications August 2006 - May 2008
FDN Communications July 2004 - August 2006
Cordia Communications June 2000 - July 2004
Skills
Telecommunications, System Administration, Managed Services, Customer Service, Customer Satisfaction, Cross-functional Team..., Call Center, Process Improvement, Salesforce.com, Troubleshooting, Call Centers, Training, Management, VoIP, Product Management, Software Documentation, Strategic Planning, Requirements Analysis, Networking, Team Leadership, Leadership, Analysis, Program Management, Vendor Management, Account Management, Business Analysis, CRM, Business Process, Testing
Education
Lynn University 1993 — 1997
BA, Communications
Rhys Brooks's Merrill Lynch Experience December 1994 - March 2000
Job MD at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2007 - Present
Thomas Weisel Partners March 2000 - September 2007
Merrill Lynch December 1994 - March 2000
Skills
Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Equity Research, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Lynchburg College 1988 — 1992
Jefferies & Company September 2007 - Present
Thomas Weisel Partners March 2000 - September 2007
Merrill Lynch December 1994 - March 2000
Skills
Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Equity Research, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Lynchburg College 1988 — 1992
Levi Solmose's Merrill Lynch Experience September 2003 - Present
Job Regional Sales Manager NY Metro at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2011 - Present
Merrill Lynch September 2003 - Present
Education
Monmouth University 2006 — 2009
MBA, Finance
Lynchburg College 1998 — 2002
Merrill Edge May 2011 - Present
Merrill Lynch September 2003 - Present
Education
Monmouth University 2006 — 2009
MBA, Finance
Lynchburg College 1998 — 2002
Jan Humaj's Merrill Lynch Experience March 2012 - March 2014
Job Project Manager at HSBC
Industry Financial Services
Experience
HSBC Global Banking and Markets April 2014 - Present
Merrill Lynch March 2012 - March 2014
Enel January 2008 - January 2012
Deloitte August 2005 - December 2007
Skills
Program Management, Business Process..., Business Analysis, Management Consulting, SQL, Change Management, Financial Modeling, PMO, Data Analysis, Valuation, Valuation Modeling, Project Management, VBA, Business Intelligence, Analysis
Education
Macalester College 2001 — 2005
Bachelor of Arts, Economics
Macalester College 2001 — 2005
Bachelor of Arts, International Studies
Gymnazium Jura Hronca - International Baccalaureate 1999 — 2001
HSBC Global Banking and Markets April 2014 - Present
Merrill Lynch March 2012 - March 2014
Enel January 2008 - January 2012
Deloitte August 2005 - December 2007
Skills
Program Management, Business Process..., Business Analysis, Management Consulting, SQL, Change Management, Financial Modeling, PMO, Data Analysis, Valuation, Valuation Modeling, Project Management, VBA, Business Intelligence, Analysis
Education
Macalester College 2001 — 2005
Bachelor of Arts, Economics
Macalester College 2001 — 2005
Bachelor of Arts, International Studies
Gymnazium Jura Hronca - International Baccalaureate 1999 — 2001
Craig Hoelzer's Merrill Lynch Experience November 1983 - Present
Job Partner at Hoelzer Steele Group
Industry Financial Services
Experience
Merrill Lynch November 1983 - Present
Hoelzer Steele Group November 1983 - Present
Merrill Lynch November 1983 - May 2003
Skills
Investments, Wealth Management, Portfolio Management, Finance, Management, Retirement Planning, Financial Services, Asset Management, Estate Planning, Capital Markets, Alternative Investments, Equities, Hedge Funds
Education
Lynchburg College 1979 — 1983
Merrill Lynch November 1983 - Present
Hoelzer Steele Group November 1983 - Present
Merrill Lynch November 1983 - May 2003
Skills
Investments, Wealth Management, Portfolio Management, Finance, Management, Retirement Planning, Financial Services, Asset Management, Estate Planning, Capital Markets, Alternative Investments, Equities, Hedge Funds
Education
Lynchburg College 1979 — 1983
Mike Luber's Merrill Lynch Experience August 2007 - January 2009
Job Index Option Broker
Industry Financial Services
Experience
Exane November 2011 - Present
IA Englander/Dash Financial May 2009 - October 2011
Merrill Lynch August 2007 - January 2009
Anvil Trading, LLC January 2004 - December 2006
Portia Partners, LLC January 2000 - January 2004
Skills
Options, Equities, Equity Derivatives, Leadership, Trading Systems, Electronic Trading, Trading, Derivatives, Market Making, Proprietary Trading, Hedge Funds, Equity Trading, Asset Management, Trading Strategies, Volatility, Fixed Income, Bloomberg
Education
Lycoming College 1989 — 1993
Exane November 2011 - Present
IA Englander/Dash Financial May 2009 - October 2011
Merrill Lynch August 2007 - January 2009
Anvil Trading, LLC January 2004 - December 2006
Portia Partners, LLC January 2000 - January 2004
Skills
Options, Equities, Equity Derivatives, Leadership, Trading Systems, Electronic Trading, Trading, Derivatives, Market Making, Proprietary Trading, Hedge Funds, Equity Trading, Asset Management, Trading Strategies, Volatility, Fixed Income, Bloomberg
Education
Lycoming College 1989 — 1993
Karyn Gaidos's Merrill Lynch Experience February 2015 - Present
Job Senior Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management January 2007 - Present
UBS Financial Services March 2004 - January 2007
University of Michigan Business School April 1998 - April 1999
Plunkett & Cooney August 1994 - April 1997
Editorial Code & Data, Inc. February 1994 - August 1994
Skills
Editing, Leadership, Training
Education
Madonna University 2000 — 2001
Teaching Certifciate, Education
Oakland University 1991 — 1993
BA, English and Journalism
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management January 2007 - Present
UBS Financial Services March 2004 - January 2007
University of Michigan Business School April 1998 - April 1999
Plunkett & Cooney August 1994 - April 1997
Editorial Code & Data, Inc. February 1994 - August 1994
Skills
Editing, Leadership, Training
Education
Madonna University 2000 — 2001
Teaching Certifciate, Education
Oakland University 1991 — 1993
BA, English and Journalism
Gordon Gladstone's Merrill Lynch Experience January 2000 - October 2000
Job semi retired from CBOT at Gordon Gladstone
Industry Capital Markets
Experience
Gordon Gladstone April 2003 - Present
Gordon Gladstone Trading May 2003 - December 2003
Prudential Securities November 2000 - April 2003
Merrill Lynch January 2000 - October 2000
Gordon Gladstone Floor Brokerage May 1984 - December 1999
First LaSalle Brokerage August 1982 - April 1984
Stotler and Company January 1980 - August 1982
Pez Candy Inc September 1976 - December 1979
Donahue Sales- a textron division June 1970 - September 1976
Skills
Commodity, Trading, Equities, Securities, Strategic Financial..., Investments, Wealth Management, Asset Managment, Options, Trading Systems, Derivatives, Electronic Trading, FX Options, Capital Markets, Financial Markets, Financial Modeling, Bloomberg, Equity Trading, Asset Management, Finance, Hedge Funds, Financial Analysis, Series 63, FX trading, Trading Strategies, Currency, Foreign Exchange, Hedging, Asset Allocation, Financial Planning
Education
Lycoming College 1966 — 1970
ba, biology
Gordon Gladstone April 2003 - Present
Gordon Gladstone Trading May 2003 - December 2003
Prudential Securities November 2000 - April 2003
Merrill Lynch January 2000 - October 2000
Gordon Gladstone Floor Brokerage May 1984 - December 1999
First LaSalle Brokerage August 1982 - April 1984
Stotler and Company January 1980 - August 1982
Pez Candy Inc September 1976 - December 1979
Donahue Sales- a textron division June 1970 - September 1976
Skills
Commodity, Trading, Equities, Securities, Strategic Financial..., Investments, Wealth Management, Asset Managment, Options, Trading Systems, Derivatives, Electronic Trading, FX Options, Capital Markets, Financial Markets, Financial Modeling, Bloomberg, Equity Trading, Asset Management, Finance, Hedge Funds, Financial Analysis, Series 63, FX trading, Trading Strategies, Currency, Foreign Exchange, Hedging, Asset Allocation, Financial Planning
Education
Lycoming College 1966 — 1970
ba, biology
Christopher Serrico's Merrill Lynch Experience November 2006 - July 2007
Job Web Programmer at Madonna University
Industry Information Technology and Services
Experience
Madonna University April 2009 - Present
Merrill Lynch November 2006 - July 2007
Education
Madonna University 2004 — 2009
B.S., Management Information Systems
Madonna University April 2009 - Present
Merrill Lynch November 2006 - July 2007
Education
Madonna University 2004 — 2009
B.S., Management Information Systems
MohanRaj Radhakrishnan's Merrill Lynch Experience December 2003 - October 2008
Job Misys SUMMIT Consultant
Industry Financial Services
Experience
Bank of America February 2012 - Present
Bank of America October 2009 - February 2012
The World Bank October 2008 - October 2009
Merrill Lynch December 2003 - October 2008
Skills
Capital Markets
Education
Madurai Kamaraj University 1995 — 1998
Master of Computer Applications (MCA), Computer Science
Bank of America February 2012 - Present
Bank of America October 2009 - February 2012
The World Bank October 2008 - October 2009
Merrill Lynch December 2003 - October 2008
Skills
Capital Markets
Education
Madurai Kamaraj University 1995 — 1998
Master of Computer Applications (MCA), Computer Science
Viet Hoang's Merrill Lynch Experience February 2007 - May 2007
Job Sr. Product Manager MBA Intern Amazon Kindle
Industry Computer Software
Experience
Amazon June 2015 - August 2015
Terra Information Group August 2012 - August 2014
Goldman Sachs March 2010 - August 2012
Barclays Capital June 2009 - March 2010
Sowood Capital Management May 2007 - August 2007
Merrill Lynch February 2007 - May 2007
Skills
Quantitative Finance, Equities, Financial Modeling, Risk Management, Economics, Valuation, Derivatives, VBA, Volatility, Bloomberg, Quantitative Analytics, Econometrics, Financial Analysis, Management, Finance, Portfolio Management, Machine Learning, Matlab, XML, Big Data Analytics, Big Data, Demand Forecasting, Product Management, Investment Banking, Analytics, Data Analysis, Project Management, Business Development, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Marketing and Strategic Management
New York University 2008 — 2009
MS, Mathematics in Finance
Macalester College 2004 — 2008
BA, Math and Economics
Amazon June 2015 - August 2015
Terra Information Group August 2012 - August 2014
Goldman Sachs March 2010 - August 2012
Barclays Capital June 2009 - March 2010
Sowood Capital Management May 2007 - August 2007
Merrill Lynch February 2007 - May 2007
Skills
Quantitative Finance, Equities, Financial Modeling, Risk Management, Economics, Valuation, Derivatives, VBA, Volatility, Bloomberg, Quantitative Analytics, Econometrics, Financial Analysis, Management, Finance, Portfolio Management, Machine Learning, Matlab, XML, Big Data Analytics, Big Data, Demand Forecasting, Product Management, Investment Banking, Analytics, Data Analysis, Project Management, Business Development, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Marketing and Strategic Management
New York University 2008 — 2009
MS, Mathematics in Finance
Macalester College 2004 — 2008
BA, Math and Economics
Patrice Regan Schreiber's Merrill Lynch Experience 1986 - 2000
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
Independent Financial Consultant September 2001 - July 2010
Merrill Lynch 1986 - 2000
Education
Lynchburg College
BA, Business Administration
Morgan Stanley February 2015 - Present
Independent Financial Consultant September 2001 - July 2010
Merrill Lynch 1986 - 2000
Education
Lynchburg College
BA, Business Administration
Bonnie Heller's Merrill Lynch Experience April 2013 - Present
Job Client Onboarding and Data Governance Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch November 2010 - March 2013
Wilkin & Guttenplan, P.C. August 1996 - June 1998
Skills
Auditing, Six Sigma, CPA, Series 7, Team Management, Tax, Tax Preparation, Access, Microsoft Excel, Financial Analysis
Education
University of Phoenix 2005 — 2007
MBA, Global Management
Lycoming College 1989 — 1993
Bachelor's degree, Financial Accounting and Economics
Merrill Lynch April 2013 - Present
Merrill Lynch November 2010 - March 2013
Wilkin & Guttenplan, P.C. August 1996 - June 1998
Skills
Auditing, Six Sigma, CPA, Series 7, Team Management, Tax, Tax Preparation, Access, Microsoft Excel, Financial Analysis
Education
University of Phoenix 2005 — 2007
MBA, Global Management
Lycoming College 1989 — 1993
Bachelor's degree, Financial Accounting and Economics
William Finnoff's Merrill Lynch Experience February 2002 - March 2005
Job CFO at Finnoff Aviation Products
Industry Financial Services
Experience
Finnoff Aviation Products May 2010 - Present
Exemplar Partners 2008 - April 2010
D.E. Shaw March 2005 - September 2008
Merrill Lynch February 2002 - March 2005
Prediction Company November 1993 - February 2002
Siemens AG January 1990 - October 1993
Skills
Quantitative Analytics, Quantitative Investing, Financial Risk, Hedge Funds, Trading Systems, Electronic Trading, Capital Markets, Derivatives, Investment Banking, Options, Structured Products, Proprietary Trading, Trading
Education
Ludwig-Maximilians Universität München
PhD, Mathematics
Finnoff Aviation Products May 2010 - Present
Exemplar Partners 2008 - April 2010
D.E. Shaw March 2005 - September 2008
Merrill Lynch February 2002 - March 2005
Prediction Company November 1993 - February 2002
Siemens AG January 1990 - October 1993
Skills
Quantitative Analytics, Quantitative Investing, Financial Risk, Hedge Funds, Trading Systems, Electronic Trading, Capital Markets, Derivatives, Investment Banking, Options, Structured Products, Proprietary Trading, Trading
Education
Ludwig-Maximilians Universität München
PhD, Mathematics
Rick Tyson's Merrill Lynch Experience February 1992 - February 1995
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust December 2014 - Present
Boston Private Bank & Trust Company April 2008 - December 2014
State Street Global Advisors February 2005 - March 2008
Boston College 2003 - 2005
Fidelity Investments, Charitable Services 1995 - 2003
Merrill Lynch February 1992 - February 1995
Skills
Asset Management, Endowments, Succession Planning, Planned Giving, Non-profits, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Financial Analysis, Nonprofits, Finance, Investment Management, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Wealth Management..., Investment Advisory, Series 7, Equities, Financial Services, Charitable Giving
Education
Lynchburg College 1987 — 1991
BA, Economics
Lawrence Academy 1983 — 1987
U.S. Trust December 2014 - Present
Boston Private Bank & Trust Company April 2008 - December 2014
State Street Global Advisors February 2005 - March 2008
Boston College 2003 - 2005
Fidelity Investments, Charitable Services 1995 - 2003
Merrill Lynch February 1992 - February 1995
Skills
Asset Management, Endowments, Succession Planning, Planned Giving, Non-profits, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Financial Analysis, Nonprofits, Finance, Investment Management, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Wealth Management..., Investment Advisory, Series 7, Equities, Financial Services, Charitable Giving
Education
Lynchburg College 1987 — 1991
BA, Economics
Lawrence Academy 1983 — 1987
Mónica Escasena's Merrill Lynch Experience June 2007 - August 2007
Job Financial Analyst at EVERTEC
Industry Information Technology and Services
Experience
EVERTEC July 2014 - Present
AbbVie November 2012 - July 2014
Bella Group July 2010 - November 2012
Mars Confectionery October 2008 - November 2009
Loyola University University New Orleans August 2004 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Analysis, Analysis, PowerPoint, Spanish, Microsoft Excel, Microsoft Office, Financial Modeling, Market Research, Financial Reporting, Data Analysis, Accounting, Outlook, SAP, Financial Accounting, Internal Controls, Forecasting, Account Management, Budgets, Account Reconciliation, Variance Analysis, Financial Statements, Auditing, Marketing, Sarbanes-Oxley Act, GAAP, Internal Audit, Finance, Leadership, Microsoft Word, Teamwork, Accounts Receivable
Education
Loyola University New Orleans 2004 — 2008
BA, Finance
Academia San Jose 1992 — 2004
EVERTEC July 2014 - Present
AbbVie November 2012 - July 2014
Bella Group July 2010 - November 2012
Mars Confectionery October 2008 - November 2009
Loyola University University New Orleans August 2004 - May 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Analysis, Analysis, PowerPoint, Spanish, Microsoft Excel, Microsoft Office, Financial Modeling, Market Research, Financial Reporting, Data Analysis, Accounting, Outlook, SAP, Financial Accounting, Internal Controls, Forecasting, Account Management, Budgets, Account Reconciliation, Variance Analysis, Financial Statements, Auditing, Marketing, Sarbanes-Oxley Act, GAAP, Internal Audit, Finance, Leadership, Microsoft Word, Teamwork, Accounts Receivable
Education
Loyola University New Orleans 2004 — 2008
BA, Finance
Academia San Jose 1992 — 2004
Cliff Gladstone's Merrill Lynch Experience January 2006 - December 2006
Job Sales Associate at Stateland Brown
Industry Real Estate
Experience
StatelandBrown LLC January 2014 - Present
Partsbase.com March 2009 - Present
Meridian Capital Group January 2007 - December 2008
Merrill Lynch January 2006 - December 2006
Skills
Sales Management, New Business Development, Aircraft Maintenance, Airlines, Aviation, Aircraft, Strategic Planning, Commercial Aviation, Lead Generation, International Sales, Sales, Account Management, Sales Process, Business Development, Contract Negotiation, Customer Service, Negotiation, B2B, Product Development, Marketing, Program Management, Salesforce.com, Team Building, Sales Operations, Selling, Direct Sales, Strategic Partnerships, Cold Calling, CRM, Market Research, Solution Selling, Operations Management, Management, Start-ups, Marketing Strategy, Sales Presentations, Customer Retention, Aerospace, Business Strategy, Customer Satisfaction, E-commerce, Online Advertising, Avionics, SaaS, Online Marketing, Flights, Airports, Team Management, Purchasing, Team Leadership
Education
Lynn University 2000 — 2002
Hyde 1996 — 1999
StatelandBrown LLC January 2014 - Present
Partsbase.com March 2009 - Present
Meridian Capital Group January 2007 - December 2008
Merrill Lynch January 2006 - December 2006
Skills
Sales Management, New Business Development, Aircraft Maintenance, Airlines, Aviation, Aircraft, Strategic Planning, Commercial Aviation, Lead Generation, International Sales, Sales, Account Management, Sales Process, Business Development, Contract Negotiation, Customer Service, Negotiation, B2B, Product Development, Marketing, Program Management, Salesforce.com, Team Building, Sales Operations, Selling, Direct Sales, Strategic Partnerships, Cold Calling, CRM, Market Research, Solution Selling, Operations Management, Management, Start-ups, Marketing Strategy, Sales Presentations, Customer Retention, Aerospace, Business Strategy, Customer Satisfaction, E-commerce, Online Advertising, Avionics, SaaS, Online Marketing, Flights, Airports, Team Management, Purchasing, Team Leadership
Education
Lynn University 2000 — 2002
Hyde 1996 — 1999
Ricardo Rivera's Merrill Lynch Experience October 2008 - December 2008
Job Associate at Goldman Sachs Investment Banking Division
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Deutsche Bank July 2011 - July 2014
Loyola University New Orleans March 2008 - December 2010
Goldman Sachs June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Merrill Lynch October 2008 - December 2008
Skills
Bilingual-Spanish
Education
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Goldman Sachs July 2014 - Present
Deutsche Bank July 2011 - July 2014
Loyola University New Orleans March 2008 - December 2010
Goldman Sachs June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Merrill Lynch October 2008 - December 2008
Skills
Bilingual-Spanish
Education
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Marc Tipton's Merrill Lynch Experience June 2000 - May 2001
Job Client Recovery Associate
Industry Financial Services
Experience
Vanguard October 2013 - Present
ING US July 2010 - July 2013
AEGON May 2008 - July 2010
Mutual of Omaha May 2007 - May 2008
Zep Inc. January 2006 - May 2007
Aramark Uniform Services September 2003 - December 2005
84 Lumber May 2001 - September 2003
Merrill Lynch June 2000 - May 2001
Skills
Life Insurance, Financial Markets, Retirement, Portfolio Management, Investments, Wealth Management, Financial Analysis, Capital Markets, FLMI, FFSI, Series 7
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master's degree, Accounting & Financial Management
Lycoming College 1996 — 1999
BA, Economics, Finance
Vanguard October 2013 - Present
ING US July 2010 - July 2013
AEGON May 2008 - July 2010
Mutual of Omaha May 2007 - May 2008
Zep Inc. January 2006 - May 2007
Aramark Uniform Services September 2003 - December 2005
84 Lumber May 2001 - September 2003
Merrill Lynch June 2000 - May 2001
Skills
Life Insurance, Financial Markets, Retirement, Portfolio Management, Investments, Wealth Management, Financial Analysis, Capital Markets, FLMI, FFSI, Series 7
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master's degree, Accounting & Financial Management
Lycoming College 1996 — 1999
BA, Economics, Finance
Jacqueline Patterson's Merrill Lynch Experience September 1990 - July 2004
Job Associate Quality Systems Specialist at Medtronic
Industry Biotechnology
Experience
Medtronic September 2014 - Present
Medtronic Spine & Biologics June 2010 - Present
IAAP Monmouth Ocaean Chapter 2012 - 2014
IFF April 2010 - June 2010
IFF February 2010 - March 2010
Osteotech August 2009 - December 2009
Calvary Chapel Old Bridge July 2004 - April 2009
Merrill Lynch September 1990 - July 2004
Barcroft Bible Church January 1987 - January 1990
R.W. Corby Investments January 1984 - January 1987
Skills
Outlook, PowerPoint, Word, Administration, Research, Microsoft Word, Budgets, Training, System Administration, Microsoft Excel, Customer Service, Public Speaking, Program Management, Software Documentation, Fundraising, Invoicing, SAP, Marketing, Sales, Accounting, Administrative..., Troubleshooting, Lotus Notes, QuickBooks, Access, Data Entry
Education
Purdue University
Lynchburg College 1978 — 1982
B.S., Natural History / Biology
Red Bank Regional High School 1974 — 1978
Medtronic September 2014 - Present
Medtronic Spine & Biologics June 2010 - Present
IAAP Monmouth Ocaean Chapter 2012 - 2014
IFF April 2010 - June 2010
IFF February 2010 - March 2010
Osteotech August 2009 - December 2009
Calvary Chapel Old Bridge July 2004 - April 2009
Merrill Lynch September 1990 - July 2004
Barcroft Bible Church January 1987 - January 1990
R.W. Corby Investments January 1984 - January 1987
Skills
Outlook, PowerPoint, Word, Administration, Research, Microsoft Word, Budgets, Training, System Administration, Microsoft Excel, Customer Service, Public Speaking, Program Management, Software Documentation, Fundraising, Invoicing, SAP, Marketing, Sales, Accounting, Administrative..., Troubleshooting, Lotus Notes, QuickBooks, Access, Data Entry
Education
Purdue University
Lynchburg College 1978 — 1982
B.S., Natural History / Biology
Red Bank Regional High School 1974 — 1978
Bill Washington's Merrill Lynch Experience January 1987 - May 1998
Job Managing Director/Partner at Capitol Securities Management
Industry Financial Services
Experience
Capitol Securities Management November 2006 - Present
Washington Capitol Group,Inc. May 2004 - November 2006
UBS May 1998 - May 2004
Merrill Lynch January 1987 - May 1998
Skills
Series 7, Series 24, Series 63, FINRA, Marketing Strategy, Recruitment/Retention, Financial Reporting, Financial Management, Published Author, Bloomberg, Risk Management, Financial Services, Derivatives, Securities, Managerial Finance, Alternative Investments, Investments, Asset Allocation, Trading Systems, Asset Management, Trading, Investment Advisory, Fixed Income, Equities, Capital Markets, Mutual Funds, Electronic Trading, Hedge Funds, Strategic Financial..., Wealth Management, Bonds
Education
Lynchburg College 1980 — 1985
B.A.
Saint Peter's University
MBA /MIS Program
Capitol Securities Management November 2006 - Present
Washington Capitol Group,Inc. May 2004 - November 2006
UBS May 1998 - May 2004
Merrill Lynch January 1987 - May 1998
Skills
Series 7, Series 24, Series 63, FINRA, Marketing Strategy, Recruitment/Retention, Financial Reporting, Financial Management, Published Author, Bloomberg, Risk Management, Financial Services, Derivatives, Securities, Managerial Finance, Alternative Investments, Investments, Asset Allocation, Trading Systems, Asset Management, Trading, Investment Advisory, Fixed Income, Equities, Capital Markets, Mutual Funds, Electronic Trading, Hedge Funds, Strategic Financial..., Wealth Management, Bonds
Education
Lynchburg College 1980 — 1985
B.A.
Saint Peter's University
MBA /MIS Program
Orly Glick's Merrill Lynch Experience 2006 - 2009
Job CEO at TheNEXIT
Industry Venture Capital & Private Equity
Experience
TheNEXIT September 2014 - Present
The Glick Group LLC 2009 - Present
MindEssential LLC 2009 - 2012
Merrill Lynch 2006 - 2009
Merage Foundations 2006 - 2009
R&G Global Holding LLC 2003 - 2006
McKinsey & Company 2000 - 2003
R & G Global Holding SARL 1998 - 2003
Hewlett-Packard 1993 - 1998
Skills
Business Planning, French, English, Dutch, Finance, Management Consulting, Hebrew, Strategic Financial..., Public Speaking, Management, Culture differences, Training, Start-ups, Mergers & Acquisitions, Entrepreneurship, International Sales, Strategy, Business Strategy, Venture Capital, Executive Management, International Business, Business Development, Strategic Planning, Competitive Analysis, New Business Development, Strategic Partnerships, Consulting, Marketing, Leadership, Market Research, Market Analysis, Investments, Strategic Consulting, Corporate Finance
Education
Maastricht University 1996 — 2002
BA International Business and finance; MSc finance; MBA
Maastricht University
TheNEXIT September 2014 - Present
The Glick Group LLC 2009 - Present
MindEssential LLC 2009 - 2012
Merrill Lynch 2006 - 2009
Merage Foundations 2006 - 2009
R&G Global Holding LLC 2003 - 2006
McKinsey & Company 2000 - 2003
R & G Global Holding SARL 1998 - 2003
Hewlett-Packard 1993 - 1998
Skills
Business Planning, French, English, Dutch, Finance, Management Consulting, Hebrew, Strategic Financial..., Public Speaking, Management, Culture differences, Training, Start-ups, Mergers & Acquisitions, Entrepreneurship, International Sales, Strategy, Business Strategy, Venture Capital, Executive Management, International Business, Business Development, Strategic Planning, Competitive Analysis, New Business Development, Strategic Partnerships, Consulting, Marketing, Leadership, Market Research, Market Analysis, Investments, Strategic Consulting, Corporate Finance
Education
Maastricht University 1996 — 2002
BA International Business and finance; MSc finance; MBA
Maastricht University
Robert A. Schwarz's Merrill Lynch Experience March 1983 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1983 - Present
Schwarz Insurance Agency June 1967 - March 1983
Skills
Management, Investments, Wealth Management, Risk Management, Customer Service
Education
Seton Hall University 1968 — 1970
Master of Business Administration (M.B.A.), Finance
Lycoming College 1963 — 1967
Bachelor's Degree, Business Administration and Management, Dean's List
Merrill Lynch March 1983 - Present
Schwarz Insurance Agency June 1967 - March 1983
Skills
Management, Investments, Wealth Management, Risk Management, Customer Service
Education
Seton Hall University 1968 — 1970
Master of Business Administration (M.B.A.), Finance
Lycoming College 1963 — 1967
Bachelor's Degree, Business Administration and Management, Dean's List
Richard Fremgen's Merrill Lynch Experience Risk and Control ManagerMerill Lynch1980 - Present
Job Director, Global Markets Sr. Operations Compliance Manager
Industry Financial Services
Experience
Merrill Lynch Risk and Control ManagerMerill Lynch1980 - Present
Merrill Lynch Pierce Fenner & Smith 1980 - 2010
Merrill Lynch March 2006 - April 2009
Education
Lycoming College 1976 — 1980
BA, Criminal Justice
Merrill Lynch Risk and Control ManagerMerill Lynch1980 - Present
Merrill Lynch Pierce Fenner & Smith 1980 - 2010
Merrill Lynch March 2006 - April 2009
Education
Lycoming College 1976 — 1980
BA, Criminal Justice
Christopher Duco's Merrill Lynch Experience April 2006 - February 2007
Job Hiring Consultant
Industry Management Consulting
Experience
TD Ameritrade July 2007 - June 2008
Merrill Lynch April 2006 - February 2007
Morgan Stanley May 2005 - March 2006
Auto Alliance International February 2005 - May 2005
Visteon February 2003 - August 2004
Metaldyne May 1999 - February 2003
USS Parche October 1992 - December 1998
Education
Eisenhower High 1986 — 1988
Macomb Community College
Michigan State University
Naval Nuclear Power Training
TD Ameritrade July 2007 - June 2008
Merrill Lynch April 2006 - February 2007
Morgan Stanley May 2005 - March 2006
Auto Alliance International February 2005 - May 2005
Visteon February 2003 - August 2004
Metaldyne May 1999 - February 2003
USS Parche October 1992 - December 1998
Education
Eisenhower High 1986 — 1988
Macomb Community College
Michigan State University
Naval Nuclear Power Training
Yumiko Kaizuka's Merrill Lynch Experience March 1997 - December 2002
Job Senior HR Officer at IFC International Finance Corporation, World Bank Group
Industry Financial Services
Experience
IFC - International Finance Corporation, World Bank Group May 2012 - Present
HOYA August 2010 - May 2012
Johnson & Johnson January 2003 - June 2010
Merrill Lynch March 1997 - December 2002
Merrill Lynch 1989 - 1993
Skills
HR Strategy, Global HR, Organizational Design, Succession Planning, Talent Management, Organizational..., Human Resources, Workforce Planning, Recruiting, Deferred Compensation, Performance Management, Program Management, Employee Engagement
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Lynchburg College
IFC - International Finance Corporation, World Bank Group May 2012 - Present
HOYA August 2010 - May 2012
Johnson & Johnson January 2003 - June 2010
Merrill Lynch March 1997 - December 2002
Merrill Lynch 1989 - 1993
Skills
HR Strategy, Global HR, Organizational Design, Succession Planning, Talent Management, Organizational..., Human Resources, Workforce Planning, Recruiting, Deferred Compensation, Performance Management, Program Management, Employee Engagement
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Lynchburg College
Sharon Hanany's Merrill Lynch Experience August 2011 - December 2012
Job Financial Sales Advisor at BBVA Compass
Industry Financial Services
Experience
BBVA Compass May 2014 - Present
Merrill Lynch August 2011 - December 2012
Morgan Stanley Smith Barney October 2010 - March 2011
Alerio Technology Group December 2009 - August 2010
XWest-Sales Agent for Xerox January 2009 - November 2009
Skills
Series 7, Asset Managment, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investments, Series 63, Financial Advisory, Fixed Annuities, Equities, Investment Strategies, Strategic Financial..., Asset Allocation, Portfolio Management, Alternative Investments, Salesforce.com, Direct Sales, Securities, Insurance, Asset Management, Finance, Strategy, Financial Planning
Education
Seton Hall University 1996 — 1999
Master of Arts (MA), Communications and Marketing, 3.8 GPA
Syracuse University - Maxwell School 1986 — 1988
Bachelor of Arts, International Relations
Lycoming College 1984 — 1986
Economics, Political Science, Economics, Political Science
Lycoming College 1984 — 1986
Associate's degree, Economics
BBVA Compass May 2014 - Present
Merrill Lynch August 2011 - December 2012
Morgan Stanley Smith Barney October 2010 - March 2011
Alerio Technology Group December 2009 - August 2010
XWest-Sales Agent for Xerox January 2009 - November 2009
Skills
Series 7, Asset Managment, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investments, Series 63, Financial Advisory, Fixed Annuities, Equities, Investment Strategies, Strategic Financial..., Asset Allocation, Portfolio Management, Alternative Investments, Salesforce.com, Direct Sales, Securities, Insurance, Asset Management, Finance, Strategy, Financial Planning
Education
Seton Hall University 1996 — 1999
Master of Arts (MA), Communications and Marketing, 3.8 GPA
Syracuse University - Maxwell School 1986 — 1988
Bachelor of Arts, International Relations
Lycoming College 1984 — 1986
Economics, Political Science, Economics, Political Science
Lycoming College 1984 — 1986
Associate's degree, Economics
Eileen Castle's Merrill Lynch Experience January 2009 - May 2009
Job Young Professional
Industry Government Administration
Experience
MarkIt Design (Student Run Enterprise) August 2009 - May 2010
Sunshine Quality Cleaners May 2008 - August 2009
Merrill Lynch January 2009 - May 2009
Skills
Analytical Skills, Organizational Learning, Professional Experience, Financial Analysis, Leadership, Risk Management, Budgets, Managerial Finance, Analysis, Microsoft Excel, Strategic Planning, Government, Process Improvement, Policy, Finance, Program Management, Project Management, Change Management, Financial Modeling, PowerPoint
Education
Loyola University New Orleans 2006 — 2010
Bachelor, Business Administration; Finance
MarkIt Design (Student Run Enterprise) August 2009 - May 2010
Sunshine Quality Cleaners May 2008 - August 2009
Merrill Lynch January 2009 - May 2009
Skills
Analytical Skills, Organizational Learning, Professional Experience, Financial Analysis, Leadership, Risk Management, Budgets, Managerial Finance, Analysis, Microsoft Excel, Strategic Planning, Government, Process Improvement, Policy, Finance, Program Management, Project Management, Change Management, Financial Modeling, PowerPoint
Education
Loyola University New Orleans 2006 — 2010
Bachelor, Business Administration; Finance
Qianyi Yang's Merrill Lynch Experience June 2010 - August 2010
Job Senior Analyst at Analysis Group
Industry Management Consulting
Experience
Analysis Group August 2012 - Present
Macalester College June 2010 - May 2012
Macalester College September 2009 - May 2012
Cooperative Energy Futures October 2010 - December 2011
Analysis Group May 2011 - July 2011
Merrill Lynch June 2010 - August 2010
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2009 - August 2009
Skills
Statistics, Economics, Econometrics, Data Analysis, SAS, R, Statistical Modeling, Matlab, Stata, Financial Modeling, Quantitative Analytics, Qualitative Research, Valuation, Financial Analysis, Bloomberg, Microsoft Excel, Investments, SAS SQL
Education
Macalester College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Applied Mathematics and Statistics
Nanjing Foreign Language School 2002 — 2008
Cambridge GCE A Level, Economics, Chemistry, Physics, Mathematics, Further Mathematics
Analysis Group August 2012 - Present
Macalester College June 2010 - May 2012
Macalester College September 2009 - May 2012
Cooperative Energy Futures October 2010 - December 2011
Analysis Group May 2011 - July 2011
Merrill Lynch June 2010 - August 2010
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2009 - August 2009
Skills
Statistics, Economics, Econometrics, Data Analysis, SAS, R, Statistical Modeling, Matlab, Stata, Financial Modeling, Quantitative Analytics, Qualitative Research, Valuation, Financial Analysis, Bloomberg, Microsoft Excel, Investments, SAS SQL
Education
Macalester College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Applied Mathematics and Statistics
Nanjing Foreign Language School 2002 — 2008
Cambridge GCE A Level, Economics, Chemistry, Physics, Mathematics, Further Mathematics
Ramasamy Jagadeesh Sathayamangalam's Merrill Lynch Experience July 2012 - Present
Job Vice President at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch July 2012 - Present
Citigroup November 2010 - October 2012
Skills
WCF, SOA, SSIS, Agile Methodologies, C# 4.0, SSRS, Infragistics, TFS, Web Services, ASP.NET AJAX, Aspose, Microsoft SQL Server, Oracle SQL, ASP.NET MVC, Architectural Design, Technical Leadership, Application Architecture, Oracle, IIS, UML, DevExpress Controls, TIBCO, PL/SQL, Autosys, TIBCO Rendezvous, Analysis Services, SQL, Entity Framework, AJAX, SharePoint, Database Design, .NET, VB.NET, ASP.NET, T-SQL, LINQ, Design Patterns, VBScript, ADO.NET, ASP, Scrum, VBA, JSON, Web Applications, Multithreading, AngularJS
Education
Madurai Kamaraj University
Master of Computer Applications (M.C.A.), Computer applications
Merrill Lynch July 2012 - Present
Citigroup November 2010 - October 2012
Skills
WCF, SOA, SSIS, Agile Methodologies, C# 4.0, SSRS, Infragistics, TFS, Web Services, ASP.NET AJAX, Aspose, Microsoft SQL Server, Oracle SQL, ASP.NET MVC, Architectural Design, Technical Leadership, Application Architecture, Oracle, IIS, UML, DevExpress Controls, TIBCO, PL/SQL, Autosys, TIBCO Rendezvous, Analysis Services, SQL, Entity Framework, AJAX, SharePoint, Database Design, .NET, VB.NET, ASP.NET, T-SQL, LINQ, Design Patterns, VBScript, ADO.NET, ASP, Scrum, VBA, JSON, Web Applications, Multithreading, AngularJS
Education
Madurai Kamaraj University
Master of Computer Applications (M.C.A.), Computer applications
sondra lazzarini's Merrill Lynch Experience September 2008 - September 2013
Job Senior Registered Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch September 2008 - September 2013
Merrill Lynch September 2008 - September 2013
Smith Barney May 1993 - September 2008
UBS / Paine Webber May 1991 - May 1993
Shearson Lehman Brothers March 1989 - May 1991
Skills
Series 63, Wealth Management, Asset Allocation, Mutual Funds, Series 65, Fixed Annuities, Retirement Planning, Series 7, Uniform Combined State..., Alternative Investments, Securities, securities lending, Separately Managed..., Securities Lending, Wealth Management..., FINRA
Education
Macomb Community College 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch September 2008 - September 2013
Merrill Lynch September 2008 - September 2013
Smith Barney May 1993 - September 2008
UBS / Paine Webber May 1991 - May 1993
Shearson Lehman Brothers March 1989 - May 1991
Skills
Series 63, Wealth Management, Asset Allocation, Mutual Funds, Series 65, Fixed Annuities, Retirement Planning, Series 7, Uniform Combined State..., Alternative Investments, Securities, securities lending, Separately Managed..., Securities Lending, Wealth Management..., FINRA
Education
Macomb Community College 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services
Ashleigh Fowles's Merrill Lynch Experience September 2008 - July 2009
Job Assistant Director of Major Gifts at Lynn University
Industry Higher Education
Experience
Lynn University February 2014 - Present
Lynn University August 2010 - Present
Lynn University August 2009 - August 2010
Merrill Lynch September 2008 - July 2009
Lynn University 2005 - 2009
Skills
Higher Education, Event Planning, Leadership, Event Management, CRM, Social Media, Marketing, Public Relations, Entrepreneurship, Social Media Marketing, Recruiting, Teamwork, Research, Social Networking
Education
Lynn University 2009 — 2010
M.B.A, Financial Valuation and Investment Management
Lynn University 2005 — 2009
B.S.B.A, International Business
Lynn University February 2014 - Present
Lynn University August 2010 - Present
Lynn University August 2009 - August 2010
Merrill Lynch September 2008 - July 2009
Lynn University 2005 - 2009
Skills
Higher Education, Event Planning, Leadership, Event Management, CRM, Social Media, Marketing, Public Relations, Entrepreneurship, Social Media Marketing, Recruiting, Teamwork, Research, Social Networking
Education
Lynn University 2009 — 2010
M.B.A, Financial Valuation and Investment Management
Lynn University 2005 — 2009
B.S.B.A, International Business
Jonathan Samuels's Merrill Lynch Experience June 2011 - August 2011
Job Research Coordinator at NYU Langone Medical Center
Industry Biotechnology
Experience
NYU Langone Medical Center January 2015 - Present
NYU Langone Medical Center September 2014 - December 2014
NYU Langone Medical Center September 2013 - August 2014
Merrill Lynch June 2011 - August 2011
At Home In Israel June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Hebrew, Public Speaking, Research, Social Media, Event Planning, Social Networking, Nonprofits, Community Outreach, Editing, Access, Teaching, Facebook, Teamwork
Education
Macaulay Honors College at The City University of New York 2009 — 2013
Bachelor's degree, Accounting
NYU Langone Medical Center January 2015 - Present
NYU Langone Medical Center September 2014 - December 2014
NYU Langone Medical Center September 2013 - August 2014
Merrill Lynch June 2011 - August 2011
At Home In Israel June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Hebrew, Public Speaking, Research, Social Media, Event Planning, Social Networking, Nonprofits, Community Outreach, Editing, Access, Teaching, Facebook, Teamwork
Education
Macaulay Honors College at The City University of New York 2009 — 2013
Bachelor's degree, Accounting
Sintha Methar Abdul Rahman's Merrill Lynch Experience September 2012 - Present
Job Software Engineer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch September 2012 - Present
IBM May 2012 - September 2012
Merrill Lynch 2010 - 2011
CommVault September 2008 - March 2010
Citic group 2005 - 2007
NeST Technologies 1998 - 2007
Skills
C#, WCF, .NET, Agile Methodologies, XML, Web Services, TFS, Visual Studio, ASP.NET, SDLC, SOA
Education
Madurai Kamaraj University 1992 — 1996
B.E., Electronics and communication
Merrill Lynch September 2012 - Present
IBM May 2012 - September 2012
Merrill Lynch 2010 - 2011
CommVault September 2008 - March 2010
Citic group 2005 - 2007
NeST Technologies 1998 - 2007
Skills
C#, WCF, .NET, Agile Methodologies, XML, Web Services, TFS, Visual Studio, ASP.NET, SDLC, SOA
Education
Madurai Kamaraj University 1992 — 1996
B.E., Electronics and communication
Jacob Cormack's Merrill Lynch Experience January 2010 - June 2010
Job District Clerk at Amtrak
Industry Financial Services
Pranav Vaidya's Merrill Lynch Experience August 2005 - February 2006
Job Sustainable Energy & Social Development Specialist (Consultant) at the World Bank
Industry Public Policy
Experience
The World Bank April 2011 - Present
FINCA International January 2011 - April 2011
Center for Integrative Environmental Research September 2008 - November 2010
Investment Company Institute September 2006 - August 2007
Center for Economic and Policy Research June 2006 - August 2006
Macalester College - Dewitt Wallace Library September 2004 - May 2006
Merrill Lynch August 2005 - February 2006
Selby Area Community Development Corporation January 2005 - December 2005
Skills
Economics, International..., Sustainable Development, Stata, Statistics, Data Analysis, Research, Public Policy, Policy Analysis, Excel, Analysis, PowerPoint, Qualitative Research, Econometrics, Sustainability, Economic Development, Market Research, Quantitative Analysis, Policy, Capacity Building
Education
University of Maryland College Park 2008 — 2010
Master of Public Policy Analysis, International Development and Environmental Policy
Macalester College 2002 — 2006
Bachelor of Arts, Economics, Anthropology
The World Bank April 2011 - Present
FINCA International January 2011 - April 2011
Center for Integrative Environmental Research September 2008 - November 2010
Investment Company Institute September 2006 - August 2007
Center for Economic and Policy Research June 2006 - August 2006
Macalester College - Dewitt Wallace Library September 2004 - May 2006
Merrill Lynch August 2005 - February 2006
Selby Area Community Development Corporation January 2005 - December 2005
Skills
Economics, International..., Sustainable Development, Stata, Statistics, Data Analysis, Research, Public Policy, Policy Analysis, Excel, Analysis, PowerPoint, Qualitative Research, Econometrics, Sustainability, Economic Development, Market Research, Quantitative Analysis, Policy, Capacity Building
Education
University of Maryland College Park 2008 — 2010
Master of Public Policy Analysis, International Development and Environmental Policy
Macalester College 2002 — 2006
Bachelor of Arts, Economics, Anthropology
Brad F. England's Merrill Lynch Experience 2000 - 2002
Job Managing Partner/CoFounder at Monitor Finance
Industry Real Estate
Experience
England Capital LLC 2006 - Present
Elevate Property Managment 2006 - Present
Monitor Finance 2006 - Present
Macalester College September 2006 - December 2007
Piper Jaffray 2002 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1996 - 2000
Merrill Lynch 1995 - 1996
Merrill Lynch 1986 - 1995
General Mills 1978 - 1986
Education
Northwestern University - Kellogg School of Management 1977 — 1978
MM (MBA)
University of Minnesota-Twin Cities 1975 — 1977
BSB
Macalester College 1973 — 1975
England Capital LLC 2006 - Present
Elevate Property Managment 2006 - Present
Monitor Finance 2006 - Present
Macalester College September 2006 - December 2007
Piper Jaffray 2002 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1996 - 2000
Merrill Lynch 1995 - 1996
Merrill Lynch 1986 - 1995
General Mills 1978 - 1986
Education
Northwestern University - Kellogg School of Management 1977 — 1978
MM (MBA)
University of Minnesota-Twin Cities 1975 — 1977
BSB
Macalester College 1973 — 1975
Brian Moffett's Merrill Lynch Experience September 2005 - August 2014
Job Suntrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust August 2014 - Present
Merrill Lynch September 2005 - August 2014
Oppenheimer & Co. Inc. March 1998 - September 2005
Education
Lynchburg College 1992 — 1997
Bachelor of Arts (BA), Broadcast Journalism
Virginia Commonwealth University 2001 — 2003
Financial planning, Financial Planning and Services
SunTrust August 2014 - Present
Merrill Lynch September 2005 - August 2014
Oppenheimer & Co. Inc. March 1998 - September 2005
Education
Lynchburg College 1992 — 1997
Bachelor of Arts (BA), Broadcast Journalism
Virginia Commonwealth University 2001 — 2003
Financial planning, Financial Planning and Services
Max Frater's Merrill Lynch Experience June 2009 - August 2009
Job Account Executive at Windstream Communications
Industry Marketing and Advertising
Experience
Windstream Communications June 2012 - Present
Cbeyond May 2011 - June 2012
Modcomp June 2010 - November 2010
The Internet Corporation March 2010 - May 2010
Merrill Lynch June 2009 - August 2009
Growth Capital Management June 2004 - June 2006
Education
Lynn University 2006 — 2010
BBA, Business Administration and Management
Windstream Communications June 2012 - Present
Cbeyond May 2011 - June 2012
Modcomp June 2010 - November 2010
The Internet Corporation March 2010 - May 2010
Merrill Lynch June 2009 - August 2009
Growth Capital Management June 2004 - June 2006
Education
Lynn University 2006 — 2010
BBA, Business Administration and Management
Harold Astorquiza's Merrill Lynch Experience June 1986 - November 1990
Job Sr. Vice President Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Sr. Vice President- Finiancial AdvisorUBS FinancialSeptember 2000 - August 2007
Morgan Stanley Smith Barney November 1990 - September 2000
Merrill Lynch June 1986 - November 1990
Education
University of South Florida 1982 — 1985
BA, Accounting & Finance
Loyola University New Orleans 1980 — 1982
Accounting
Jesuit High School Tampa Florida 1976 — 1980
Morgan Stanley Smith Barney Sr. Vice President- Finiancial AdvisorUBS FinancialSeptember 2000 - August 2007
Morgan Stanley Smith Barney November 1990 - September 2000
Merrill Lynch June 1986 - November 1990
Education
University of South Florida 1982 — 1985
BA, Accounting & Finance
Loyola University New Orleans 1980 — 1982
Accounting
Jesuit High School Tampa Florida 1976 — 1980
Annie Christy Durairaj's Merrill Lynch Experience November 2007 - September 2008
Job Senior Database Consultant at AIG
Industry Insurance
Experience
AIG September 2008 - Present
Merrill Lynch November 2007 - September 2008
TCS 2001 - 2007
Skills
SDLC, Business Intelligence, Data Warehousing, Data Modeling, Requirements Analysis, ETL, Oracle, IT Strategy, Microsoft SQL Server, DB2, PL/SQL, Database Design, Enterprise Architecture, Requirements Gathering
Education
Madurai Kamaraj University
Masters, Computer Science
Sarah Tucker
St. Johns Girls Hr. Sec.School
AIG September 2008 - Present
Merrill Lynch November 2007 - September 2008
TCS 2001 - 2007
Skills
SDLC, Business Intelligence, Data Warehousing, Data Modeling, Requirements Analysis, ETL, Oracle, IT Strategy, Microsoft SQL Server, DB2, PL/SQL, Database Design, Enterprise Architecture, Requirements Gathering
Education
Madurai Kamaraj University
Masters, Computer Science
Sarah Tucker
St. Johns Girls Hr. Sec.School
marianne doyle's Merrill Lynch Experience March 1981 - August 1985
Job Owner at Doyle & Assoc. Inc
Industry Accounting
Experience
Doyle & Assoc. Inc May 1996 - Present
Signet D March 1987 - October 1993
Oyster Reef Golf Club December 1985 - February 1987
Merrill Lynch March 1981 - August 1985
Skills
Public Speaking, Marketing Strategy, Business Planning, Budgets, Tax, Management Consulting, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Nonprofits, Accounting, Marketing
Education
Loyola University New Orleans 1976 — 1980
Bachelor of Business Administration (BBA), Finance and Marketing
Rosarian Academy, W. Palm Beach, FL 1969 — 1976
High School
Doyle & Assoc. Inc May 1996 - Present
Signet D March 1987 - October 1993
Oyster Reef Golf Club December 1985 - February 1987
Merrill Lynch March 1981 - August 1985
Skills
Public Speaking, Marketing Strategy, Business Planning, Budgets, Tax, Management Consulting, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Nonprofits, Accounting, Marketing
Education
Loyola University New Orleans 1976 — 1980
Bachelor of Business Administration (BBA), Finance and Marketing
Rosarian Academy, W. Palm Beach, FL 1969 — 1976
High School
Adrian Caldera's Merrill Lynch Experience October 2011 - June 2012
Job Broker Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo November 2012 - Present
Bank of America June 2012 - November 2012
Merrill Lynch October 2011 - June 2012
Greater Delray Beach Chamber of Commerce October 2011 - December 2011
Skills
Microsoft Office, Salesforce.com, Negotiation, Time Management, Management, Big Picture Thinking, Prioritization, Problem Solving, Strategic Planning, Project Management, Entrepreneurship, Investment Banking, Manage Client..., Client Relations Skills
Education
Lynn University 2009 — 2012
BS, International Business/Business Administration
EF Education First 2007 — 2008
Wells Fargo Advisors June 2014 - Present
Wells Fargo November 2012 - Present
Bank of America June 2012 - November 2012
Merrill Lynch October 2011 - June 2012
Greater Delray Beach Chamber of Commerce October 2011 - December 2011
Skills
Microsoft Office, Salesforce.com, Negotiation, Time Management, Management, Big Picture Thinking, Prioritization, Problem Solving, Strategic Planning, Project Management, Entrepreneurship, Investment Banking, Manage Client..., Client Relations Skills
Education
Lynn University 2009 — 2012
BS, International Business/Business Administration
EF Education First 2007 — 2008
Amy Rastelli's Merrill Lynch Experience 1992 - September 2002
Job Trust Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2002 - Present
Merrill Lynch 1992 - September 2002
Education
Lycoming College
Bachelor of Science (BS)
Morgan Stanley Smith Barney September 2002 - Present
Merrill Lynch 1992 - September 2002
Education
Lycoming College
Bachelor of Science (BS)
Mark Gibbon's Merrill Lynch Experience 1982 - 2012
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Edward Jones September 2013 - August 2014
Merrill Lynch 1982 - 2012
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Alternative Investments, Investments, Estate Planning, Financial Advisory, Series 65, Retirement, Asset Allocation, Securities, Series 6, 401k, IRAs, Equities, Fixed Income, Variable Annuities, Asset Management, Bonds, Investment Advisory, Fixed Annuities
Education
Lycoming College 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Fidelity Investments September 2014 - Present
Edward Jones September 2013 - August 2014
Merrill Lynch 1982 - 2012
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Alternative Investments, Investments, Estate Planning, Financial Advisory, Series 65, Retirement, Asset Allocation, Securities, Series 6, 401k, IRAs, Equities, Fixed Income, Variable Annuities, Asset Management, Bonds, Investment Advisory, Fixed Annuities
Education
Lycoming College 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Brad Stevens's Merrill Lynch Experience March 2013 - September 2013
Job Business Analyst; Global Operations and Infrastructure at Barclays Capital Inc.
Industry Investment Banking
Experience
Barclays Investment Bank June 2015 - Present
Wells Fargo Advisors February 2014 - September 2014
Merrill Lynch March 2013 - September 2013
Nash Distributors, Inc. September 2012 - March 2013
Muchnick, Golieb and Golieb, P.C. January 2012 - January 2012
Skills
Stock Trading, Financial Planning, Customer Service, Strategic Planning, Budgets, Marketing Strategy, Negotiation, Market Research, Finance, Banking, Leadership, Direct Sales, Editing, Microsoft Excel, Sales Presentations, Public Speaking, PowerPoint, Project Management, Microsoft Office, Microsoft Word, Financial Analysis, Marketing, Team Building, Teamwork, Business Development, Financial Services, Account Management, Sales
Education
Lycoming College 2008 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Glen Rock High School 2004 — 2008
Barclays Investment Bank June 2015 - Present
Wells Fargo Advisors February 2014 - September 2014
Merrill Lynch March 2013 - September 2013
Nash Distributors, Inc. September 2012 - March 2013
Muchnick, Golieb and Golieb, P.C. January 2012 - January 2012
Skills
Stock Trading, Financial Planning, Customer Service, Strategic Planning, Budgets, Marketing Strategy, Negotiation, Market Research, Finance, Banking, Leadership, Direct Sales, Editing, Microsoft Excel, Sales Presentations, Public Speaking, PowerPoint, Project Management, Microsoft Office, Microsoft Word, Financial Analysis, Marketing, Team Building, Teamwork, Business Development, Financial Services, Account Management, Sales
Education
Lycoming College 2008 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Glen Rock High School 2004 — 2008
John Teasley's Merrill Lynch Experience December 1975 - January 1980
Job Stock trader
Industry Financial Services
Experience
Self-employed September 1992 - Present
Merrill Lynch December 1975 - January 1980
Equitable Life Assurance May 1973 - December 1975
Education
Lycoming College 1969 — 1973
Bachelor's degree, Business Administration and Management, General
Ridgewood High School 1965 — 1969
Self-employed September 1992 - Present
Merrill Lynch December 1975 - January 1980
Equitable Life Assurance May 1973 - December 1975
Education
Lycoming College 1969 — 1973
Bachelor's degree, Business Administration and Management, General
Ridgewood High School 1965 — 1969
Jeremiah Szpilka's Merrill Lynch Experience April 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Citi November 2011 - April 2015
Education
Lynn University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management
Merrill Lynch April 2015 - Present
Citi November 2011 - April 2015
Education
Lynn University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management
Lesley Allison's Merrill Lynch Experience February 1998 - February 2001
Job Agent at Aflac
Industry Insurance
Experience
Aflac February 2014 - Present
Morgan Stanley Wealth Management June 2012 - February 2014
Merrill Lynch February 1998 - February 2001
Education
Lynn University 1991 — 1993
Bachelor of Science (BS), Business Administration and Management
Aflac February 2014 - Present
Morgan Stanley Wealth Management June 2012 - February 2014
Merrill Lynch February 1998 - February 2001
Education
Lynn University 1991 — 1993
Bachelor of Science (BS), Business Administration and Management
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank