Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
John Sacchetti John Sacchetti's Merrill Lynch Experience February 1999 - April 2003
Job Senior Vice President Director of Capital Markets at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc. February 2009 - Present
Advisors Asset Management, Inc. March 2003 - May 2008
Merrill Lynch February 1999 - April 2003
Skills
Portfolio Management, Asset Management, Fixed Income, Capital Markets, Finance, Trading, Teaching, Customer Service, Financial Advisory, Business Development, Municipal Trading, Risk Management, Business Unit Start-up, Electronic Trading..., Municipal Trading...
Education
Manhattan College 1989 — 1993
Bachelor of Science (B.S.), Mathematics
La Salle academy 1980 — 1984
Investment Professionals, Inc. February 2009 - Present
Advisors Asset Management, Inc. March 2003 - May 2008
Merrill Lynch February 1999 - April 2003
Skills
Portfolio Management, Asset Management, Fixed Income, Capital Markets, Finance, Trading, Teaching, Customer Service, Financial Advisory, Business Development, Municipal Trading, Risk Management, Business Unit Start-up, Electronic Trading..., Municipal Trading...
Education
Manhattan College 1989 — 1993
Bachelor of Science (B.S.), Mathematics
La Salle academy 1980 — 1984
Cary Koh Cary Koh's Merrill Lynch Experience 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
Shorenstein Hays Nederlander 1997 - 2013
Australian Chamber Orchestra 2001 - 2003
Education
University of California, Berkeley 1990 — 1993
Bachelor of Arts (BA), Music
Manhattan School of Music 1995 — 1997
MM, Master of Violin Performance
Merrill Lynch 2013 - Present
Shorenstein Hays Nederlander 1997 - 2013
Australian Chamber Orchestra 2001 - 2003
Education
University of California, Berkeley 1990 — 1993
Bachelor of Arts (BA), Music
Manhattan School of Music 1995 — 1997
MM, Master of Violin Performance
Benjamin Bernier Benjamin Bernier's Merrill Lynch Experience September 2007 - November 2008
Job Shift Manager
Industry Utilities
Experience
Gridforce Energy Management, LLC June 2014 - Present
Constellation November 2008 - July 2014
Merrill Lynch September 2007 - November 2008
Bear Stearns February 2006 - September 2007
Calpine August 2003 - February 2006
Calpine July 2002 - August 2003
Calpine May 2001 - July 2002
Skills
NERC, Power Generation, Energy, Energy Markets, Steam Turbines, Natural Gas, Power Plants, Gas Turbines, Turbines, Commodity Markets, Commodity, Electricity Markets, Renewable Energy, Risk Management, Hedging, Trading, Smart Grid, Operations Management, Financial Analysis, Process Scheduler, NERC RC certified, PJM Generation Certified, PJM Transmission...
Education
Maine Maritime Academy 1997 — 2001
Bachelor's of Science, Marine Engineering Technology
Winthop High School 1994 — 1997
Gridforce Energy Management, LLC June 2014 - Present
Constellation November 2008 - July 2014
Merrill Lynch September 2007 - November 2008
Bear Stearns February 2006 - September 2007
Calpine August 2003 - February 2006
Calpine July 2002 - August 2003
Calpine May 2001 - July 2002
Skills
NERC, Power Generation, Energy, Energy Markets, Steam Turbines, Natural Gas, Power Plants, Gas Turbines, Turbines, Commodity Markets, Commodity, Electricity Markets, Renewable Energy, Risk Management, Hedging, Trading, Smart Grid, Operations Management, Financial Analysis, Process Scheduler, NERC RC certified, PJM Generation Certified, PJM Transmission...
Education
Maine Maritime Academy 1997 — 2001
Bachelor's of Science, Marine Engineering Technology
Winthop High School 1994 — 1997
Kevin Betts Kevin Betts's Merrill Lynch Experience February 2011 - September 2012
Job Internal wholesaler at American Funds
Industry Financial Services
Experience
American Funds May 2015 - Present
BNY Mellon June 2014 - May 2015
UBS October 2012 - May 2014
Merrill Lynch February 2011 - September 2012
Skills
Investments, Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Securities
Education
Manhattan College
Bachelor of Arts, Economics
American Funds May 2015 - Present
BNY Mellon June 2014 - May 2015
UBS October 2012 - May 2014
Merrill Lynch February 2011 - September 2012
Skills
Investments, Mutual Funds, Series 7, Equities, Fixed Income, Asset Management, Asset Allocation, Portfolio Management, Securities
Education
Manhattan College
Bachelor of Arts, Economics
Nicole Lapczynski Nicole Lapczynski's Merrill Lynch Experience September 2010 - May 2011
Job MBA Candidate at Pepperdine University Graziadio School of Business and Management
Industry Financial Services
Experience
OPUS-ISM LLC June 2012 - December 2012
OPUS-ISM LLC April 2012 - June 2012
Merrill Lynch September 2010 - May 2011
ISAIA September 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, QuickBooks, Customer Service, Research, Accounts Payable, Microsoft Office, Business Development, Finance, Microsoft Word, Mergers & Acquisitions, Financial Analysis, Accounting, Invoicing, Financial Reporting, Access, Sales, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (MBA)
Manhattan College 2007 — 2011
Bachelor of Science (B.S.), Finance
American Institute of Foreign Study, Buenos Aires, Argentina 2010 — 2010
History of Argentina
OPUS-ISM LLC June 2012 - December 2012
OPUS-ISM LLC April 2012 - June 2012
Merrill Lynch September 2010 - May 2011
ISAIA September 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, QuickBooks, Customer Service, Research, Accounts Payable, Microsoft Office, Business Development, Finance, Microsoft Word, Mergers & Acquisitions, Financial Analysis, Accounting, Invoicing, Financial Reporting, Access, Sales, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (MBA)
Manhattan College 2007 — 2011
Bachelor of Science (B.S.), Finance
American Institute of Foreign Study, Buenos Aires, Argentina 2010 — 2010
History of Argentina
Charles Massimo Charles Massimo's Merrill Lynch Experience 1995 - 1999
Job President and CEO of CJM Wealth Management, Bestselling Author, Philanthropist
Industry Financial Services
Experience
CJM Wealth Management February 2002 - Present
Smith Barney August 1999 - August 2002
Merrill Lynch 1995 - 1999
Skills
401k, Financial Planning, Investments, Wealth Management, Employee Benefits, Strategic Financial..., Retirement Planning, Portfolio Management, Finance, Small Business, Alternative Investments, Estate Planning, Mutual Funds, Insurance, Cash Management, Financial Planners, Financial Services, Financial Advisory, Management, Securities, Entrepreneurship, Financial Markets, Leadership, Investment Advisory, High Net Worth..., Funding, CRM, ETFs, Hedge Funds, Trusts, Asset Management, Wealth, Pensions, Executive Management, Long-term Care, Relationship Management, Tax, Personal Finance, Series 7, Fixed Annuities, Series 63, Disability Insurance, Bonds, Investment Management, Equities, Asset Allocation, Investment Strategies, Life Insurance, Wealth Management..., Mergers & Acquisitions
Education
Manhattanville College 1981 — 1984
BA, Business and Psychology
CJM Wealth Management February 2002 - Present
Smith Barney August 1999 - August 2002
Merrill Lynch 1995 - 1999
Skills
401k, Financial Planning, Investments, Wealth Management, Employee Benefits, Strategic Financial..., Retirement Planning, Portfolio Management, Finance, Small Business, Alternative Investments, Estate Planning, Mutual Funds, Insurance, Cash Management, Financial Planners, Financial Services, Financial Advisory, Management, Securities, Entrepreneurship, Financial Markets, Leadership, Investment Advisory, High Net Worth..., Funding, CRM, ETFs, Hedge Funds, Trusts, Asset Management, Wealth, Pensions, Executive Management, Long-term Care, Relationship Management, Tax, Personal Finance, Series 7, Fixed Annuities, Series 63, Disability Insurance, Bonds, Investment Management, Equities, Asset Allocation, Investment Strategies, Life Insurance, Wealth Management..., Mergers & Acquisitions
Education
Manhattanville College 1981 — 1984
BA, Business and Psychology
Ryana S. Barbosa's Merrill Lynch Experience June 2012 - July 2013
Job Partner Operations Specialist | Community Partnerships and MBA Candidate
Industry Education Management
Experience
Oakland Unified School District/Oakland Public Education Fund August 2015 - Present
Oakland Unified School District September 2014 - June 2015
Oakland Unified School District/ AmeriCorps VISTA August 2013 - August 2014
Merrill Lynch June 2012 - July 2013
Brown Brothers Harriman October 2011 - June 2012
Gap Inc./Banana Republic May 2008 - May 2012
Aquidneck Island Land Trust June 2011 - August 2011
Newport Performing Arts Center May 2010 - August 2010
Skills
Business Strategy, Management, Sales, Microsoft Word, PowerPoint, Project Planning, Social Media, Microsoft Excel, Access, Financial Services, Banking, Research, International Relations, Microsoft Office
Education
Manhattan College 2007 — 2011
Bachelor of Science (BS), Management, Global Business, International Studies
Portsmouth Abbey School 2003 — 2007
High School Degree
San Francisco State University
Master of Business Administration (M.B.A.), Nonprofit and Social Enterprise Leadership
Oakland Unified School District/Oakland Public Education Fund August 2015 - Present
Oakland Unified School District September 2014 - June 2015
Oakland Unified School District/ AmeriCorps VISTA August 2013 - August 2014
Merrill Lynch June 2012 - July 2013
Brown Brothers Harriman October 2011 - June 2012
Gap Inc./Banana Republic May 2008 - May 2012
Aquidneck Island Land Trust June 2011 - August 2011
Newport Performing Arts Center May 2010 - August 2010
Skills
Business Strategy, Management, Sales, Microsoft Word, PowerPoint, Project Planning, Social Media, Microsoft Excel, Access, Financial Services, Banking, Research, International Relations, Microsoft Office
Education
Manhattan College 2007 — 2011
Bachelor of Science (BS), Management, Global Business, International Studies
Portsmouth Abbey School 2003 — 2007
High School Degree
San Francisco State University
Master of Business Administration (M.B.A.), Nonprofit and Social Enterprise Leadership
Pamela Buffington Pamela Buffington's Merrill Lynch Experience May 2015 - Present
Job .
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Luttner Financial Group January 2014 - May 2015
PB January 2000 - December 2013
The Art Institute of Pittsburgh April 2011 - April 2012
Warther Companies 1986 - 2011
National City 2005 - 2005
Dean Witter Reynolds Inc. 1982 - 1986
Education
Malone University
Bachelor's Degree, Business Management
Wellness Institute, Issaquah, WA
ACHT, Advanced Clinical Hypnotherapist, Wellness Institute, Issaquah, WA
Merrill Lynch May 2015 - Present
Luttner Financial Group January 2014 - May 2015
PB January 2000 - December 2013
The Art Institute of Pittsburgh April 2011 - April 2012
Warther Companies 1986 - 2011
National City 2005 - 2005
Dean Witter Reynolds Inc. 1982 - 1986
Education
Malone University
Bachelor's Degree, Business Management
Wellness Institute, Issaquah, WA
ACHT, Advanced Clinical Hypnotherapist, Wellness Institute, Issaquah, WA
Daniel O'Sullivan Daniel O'Sullivan's Merrill Lynch Experience March 2007 - March 2012
Job Regional Investment Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank April 2012 - Present
Merrill Lynch March 2007 - March 2012
Bank of America April 2008 - March 2009
Education
Manhattan College 1990 — 1994
Bachelor of Science (BS), Finance, General
Fifth Third Bank April 2012 - Present
Merrill Lynch March 2007 - March 2012
Bank of America April 2008 - March 2009
Education
Manhattan College 1990 — 1994
Bachelor of Science (BS), Finance, General
Sreejith Erathu Sreejith Erathu's Merrill Lynch Experience 2004 - 2006
Job Technical Architect
Industry Computer Software
Experience
Razorfish (Publicis Groupe) May 2007 - Present
Microsoft Corporation May 2007 - August 2009
Texas Education Agency 2006 - 2007
Merrill Lynch 2004 - 2006
Pfizer June 2005 - October 2005
Matlen Silver 2001 - 2005
Cascade Microtech May 2000 - February 2001
Panasonic February 2001 - 2001
Benxl 1999 - 2000
JISL 1998 - 1999
Skills
Sitecore, Microsoft Azure, Content Management, ASP.NET MVC, Amazon Web Services..., SharePoint, .NET, C#, Architecture, Solution Architecture, E-commerce, ASP.NET, Microsoft Technologies, Microsoft SQL Server, Enterprise Architecture, Agile Project Management, Hybris, Demandware, Agile Methodologies, Enterprise search, Web Development, Databases, Scrum, Microsoft Office..., Oracle, Web Applications, SQL, SDLC, Web Services, XML, Requirements Analysis, C++, Software Development, SOA, Integration, Software Project..., IIS, AJAX, JavaScript, Java, Cloud Computing, WordPress, PHP, MySQL, Solr
Education
Mangalore University 1990 — 1994
Bachelor of Engineering, Electronics & CommunicationEngineering
Razorfish (Publicis Groupe) May 2007 - Present
Microsoft Corporation May 2007 - August 2009
Texas Education Agency 2006 - 2007
Merrill Lynch 2004 - 2006
Pfizer June 2005 - October 2005
Matlen Silver 2001 - 2005
Cascade Microtech May 2000 - February 2001
Panasonic February 2001 - 2001
Benxl 1999 - 2000
JISL 1998 - 1999
Skills
Sitecore, Microsoft Azure, Content Management, ASP.NET MVC, Amazon Web Services..., SharePoint, .NET, C#, Architecture, Solution Architecture, E-commerce, ASP.NET, Microsoft Technologies, Microsoft SQL Server, Enterprise Architecture, Agile Project Management, Hybris, Demandware, Agile Methodologies, Enterprise search, Web Development, Databases, Scrum, Microsoft Office..., Oracle, Web Applications, SQL, SDLC, Web Services, XML, Requirements Analysis, C++, Software Development, SOA, Integration, Software Project..., IIS, AJAX, JavaScript, Java, Cloud Computing, WordPress, PHP, MySQL, Solr
Education
Mangalore University 1990 — 1994
Bachelor of Engineering, Electronics & CommunicationEngineering
Shawn Mahoney Shawn Mahoney's Merrill Lynch Experience 2007 - 2008
Job Shareholders Services Senior Associate
Industry Financial Services
Experience
State Street Global Advisers April 2015 - Present
Federated MDT Advisers August 2012 - April 2015
State Street Bank 2010 - August 2012
Merrill Lynch 2007 - 2008
Education
Manhattan College 2005 — 2009
B.S., Finance
State Street Global Advisers April 2015 - Present
Federated MDT Advisers August 2012 - April 2015
State Street Bank 2010 - August 2012
Merrill Lynch 2007 - 2008
Education
Manhattan College 2005 — 2009
B.S., Finance
Jonathan Caceres Jonathan Caceres's Merrill Lynch Experience July 2008 - August 2008
Job Inside Sales Representative at SABIC
Industry Plastics
Experience
SABIC July 2012 - Present
Pella Corporation July 2010 - March 2012
Allied Building Products July 2008 - June 2010
Merrill Lynch July 2008 - August 2008
Skills
CRM, Customer Service, Spanish, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Cold Calling, Operations Management, Business Development, Sales Process, Word, Excel, CRM software, Oracle Applications, Growth Development, Purchasing, Cross-functional Team..., Oracle, Inside Sales, Lead Generation, Inventory Management
Education
Manhattan College 2004 — 2008
Bachelors, Business Administration
Universidad Complutense de Madrid 2006 — 2006
Master of Business Administration (MBA), Spanish Language and Literature
SABIC July 2012 - Present
Pella Corporation July 2010 - March 2012
Allied Building Products July 2008 - June 2010
Merrill Lynch July 2008 - August 2008
Skills
CRM, Customer Service, Spanish, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Cold Calling, Operations Management, Business Development, Sales Process, Word, Excel, CRM software, Oracle Applications, Growth Development, Purchasing, Cross-functional Team..., Oracle, Inside Sales, Lead Generation, Inventory Management
Education
Manhattan College 2004 — 2008
Bachelors, Business Administration
Universidad Complutense de Madrid 2006 — 2006
Master of Business Administration (MBA), Spanish Language and Literature
Will Coursen Will Coursen's Merrill Lynch Experience August 2010 - December 2010
Job Strategy Consultant at Accenture
Industry Financial Services
Experience
Accenture November 2014 - Present
Accenture April 2014 - December 2014
Accenture May 2012 - April 2014
Pylon Technology June 2011 - March 2012
Merrill Lynch August 2010 - December 2010
Bloomberg April 2010 - August 2010
Topbrass April 2006 - August 2009
Skills
Bloomberg Terminal, Salesforce.com, Equities, Investments, Research, Healthcare
Education
Fordham University - Gabelli School of Business 2009 — 2011
BS, Finance and MIS
Manhattan College 2007 — 2009
Political Science
Fairfield Prep
Accenture November 2014 - Present
Accenture April 2014 - December 2014
Accenture May 2012 - April 2014
Pylon Technology June 2011 - March 2012
Merrill Lynch August 2010 - December 2010
Bloomberg April 2010 - August 2010
Topbrass April 2006 - August 2009
Skills
Bloomberg Terminal, Salesforce.com, Equities, Investments, Research, Healthcare
Education
Fordham University - Gabelli School of Business 2009 — 2011
BS, Finance and MIS
Manhattan College 2007 — 2009
Political Science
Fairfield Prep
Joseph T. Cunningham Joseph T. Cunningham's Merrill Lynch Experience January 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Sanford C. Bernstein June 1996 - January 2002
Shark Information Services June 1986 - November 1995
Skills
Database Applications, Team Building, Leadership, Project Management, Client Consulting, Technology..., Requirements Management, Process Optimization, Quality Assurance, Troubleshooting, Database Design, Application Maintenance, Performance Management, Helpdesk Operations, End User Support, Staff Training and...
Education
Manhattan College 1975 — 1988
Bachelor of Science (BS), Managerial Sciences
Merrill Lynch January 2012 - Present
Sanford C. Bernstein June 1996 - January 2002
Shark Information Services June 1986 - November 1995
Skills
Database Applications, Team Building, Leadership, Project Management, Client Consulting, Technology..., Requirements Management, Process Optimization, Quality Assurance, Troubleshooting, Database Design, Application Maintenance, Performance Management, Helpdesk Operations, End User Support, Staff Training and...
Education
Manhattan College 1975 — 1988
Bachelor of Science (BS), Managerial Sciences
Gregory Lawson Gregory Lawson's Merrill Lynch Experience 2012 - 2013
Job Sales Support Supervisor at Parametric
Industry Financial Services
Experience
Parametric 2015 - Present
UBS Financial Services Inc 2013 - 2015
Merrill Lynch 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
Capital One 2010 - 2011
Fidelity & Trust Bank 2007 - 2008
Chevy Chase Bank 2004 - 2007
Skills
Finance, Strategy, Wealth Management, Strategic Planning, Public Speaking, Portfolio Management, Financial Analysis, Management, Leadership, Risk Management
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Business Administration (MBA), General Management
Mannes College of Music, New School University 1999 — 2003
Master of Music; Professional Studies Diploma, Classical Double Bass Performance
Cleveland Institute of Music & Case Western Reserve University 1995 — 1999
Bachelor of Music, Classical Double Bass Performance
Manhattan School of Music 1992 — 1995
Preparatory Division, Classical Double Bass Performance
East Brunswick High School 1991 — 1995
Parametric 2015 - Present
UBS Financial Services Inc 2013 - 2015
Merrill Lynch 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
Capital One 2010 - 2011
Fidelity & Trust Bank 2007 - 2008
Chevy Chase Bank 2004 - 2007
Skills
Finance, Strategy, Wealth Management, Strategic Planning, Public Speaking, Portfolio Management, Financial Analysis, Management, Leadership, Risk Management
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Business Administration (MBA), General Management
Mannes College of Music, New School University 1999 — 2003
Master of Music; Professional Studies Diploma, Classical Double Bass Performance
Cleveland Institute of Music & Case Western Reserve University 1995 — 1999
Bachelor of Music, Classical Double Bass Performance
Manhattan School of Music 1992 — 1995
Preparatory Division, Classical Double Bass Performance
East Brunswick High School 1991 — 1995
Fred Iorizzo Fred Iorizzo's Merrill Lynch Experience October 1987 - March 2007
Job Retired
Industry Financial Services
Experience
Axa Advisors March 2009 - February 2012
Merrill Lynch October 1987 - March 2007
Merrill Lynch June 1981 - October 1987
Merrill Lynch 1978 - 1981
Skills
Series 7, Wealth, Series 63, Asset Management, Annuities, Mutual Funds, Financial Markets, Capital Markets, Retirement Planning, Insurance, Long Term Care, Asset Managment, Fixed Annuities
Education
Pace University - Lubin School of Business 1977 — 1981
MBA, Finance
Manhattan College 1971 — 1975
BS, Accounting
Axa Advisors March 2009 - February 2012
Merrill Lynch October 1987 - March 2007
Merrill Lynch June 1981 - October 1987
Merrill Lynch 1978 - 1981
Skills
Series 7, Wealth, Series 63, Asset Management, Annuities, Mutual Funds, Financial Markets, Capital Markets, Retirement Planning, Insurance, Long Term Care, Asset Managment, Fixed Annuities
Education
Pace University - Lubin School of Business 1977 — 1981
MBA, Finance
Manhattan College 1971 — 1975
BS, Accounting
Fatmir Shala's Merrill Lynch Experience June 2010 - August 2010
Job CoOwner/Manager at Famous Famiglia
Industry Financial Services
Experience
Famous Famiglia 2010 - Present
Merrill Lynch June 2010 - August 2010
Education
Manhattan College 2008 — 2010
Famous Famiglia 2010 - Present
Merrill Lynch June 2010 - August 2010
Education
Manhattan College 2008 — 2010
Arvind Reddy Bheemreddy Arvind Reddy Bheemreddy's Merrill Lynch Experience October 2008 - May 2010
Job Argus Consultant at Amgen
Industry Information Technology and Services
Experience
Otsuka America Pharmaceutical, Inc. March 2012 - Present
Merck 2012 - 2013
Amgen May 2010 - March 2012
Merrill Lynch October 2008 - May 2010
Cisco Systems March 2007 - September 2008
Satyam February 2007 - March 2008
VJIL Consulting Limited July 1999 - February 2007
Matsushita Electric Works JAPAN September 2004 - July 2005
Tata Consultancy Services Asia Pacific Pte. Ltd. February 2004 - August 2004
Education
Osmania University 1993 — 1996
Bachelor, Computer Science
Mahatma Gandhi University
Otsuka America Pharmaceutical, Inc. March 2012 - Present
Merck 2012 - 2013
Amgen May 2010 - March 2012
Merrill Lynch October 2008 - May 2010
Cisco Systems March 2007 - September 2008
Satyam February 2007 - March 2008
VJIL Consulting Limited July 1999 - February 2007
Matsushita Electric Works JAPAN September 2004 - July 2005
Tata Consultancy Services Asia Pacific Pte. Ltd. February 2004 - August 2004
Education
Osmania University 1993 — 1996
Bachelor, Computer Science
Mahatma Gandhi University
Denis Agalliu Denis Agalliu's Merrill Lynch Experience March 2008 - July 2008
Job at Entertainment Partners
Industry Financial Services
Experience
Entertainment Partners July 2009 - Present
Merrill Lynch March 2008 - July 2008
Education
Manhattan College 2006 — 2009
Business Administration, Finance
Entertainment Partners July 2009 - Present
Merrill Lynch March 2008 - July 2008
Education
Manhattan College 2006 — 2009
Business Administration, Finance
Katherine Bensche Katherine Bensche's Merrill Lynch Experience June 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Merrill Lynch September 2012 - September 2013
UBS January 2013 - May 2013
Manhattan College May 2012 - May 2013
Manhattan College April 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Financial Analysis, Research, Finance, Equities, Management, Event Planning, Budgets, Wealth Management
Education
Manhattan College 2009 — 2013
Bachelors of Science, Accounting and Finance, Senior
Manhattan College 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Accounting, Junior
Merrill Lynch June 2013 - Present
Merrill Lynch September 2012 - September 2013
UBS January 2013 - May 2013
Manhattan College May 2012 - May 2013
Manhattan College April 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Bloomberg, Financial Analysis, Research, Finance, Equities, Management, Event Planning, Budgets, Wealth Management
Education
Manhattan College 2009 — 2013
Bachelors of Science, Accounting and Finance, Senior
Manhattan College 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Accounting, Junior
Adam Malloy Adam Malloy's Merrill Lynch Experience January 2007 - May 2007
Job Brown Brothers Harriman & Co
Industry Financial Services
Experience
Brown Brothers Harriman July 2013 - Present
Brown Brothers Harriman July 2007 - July 2013
Merrill Lynch January 2007 - May 2007
Fox Run Craftsmen - Shanghai Office June 2006 - July 2006
Skills
Finance, Accounting, Investments, Banking, Financial Services, Risk Management, Investment Banking, FX Options
Education
Manhattan College 2003 — 2007
Bachelor of Science (BS), Finance/International Business
Brown Brothers Harriman July 2013 - Present
Brown Brothers Harriman July 2007 - July 2013
Merrill Lynch January 2007 - May 2007
Fox Run Craftsmen - Shanghai Office June 2006 - July 2006
Skills
Finance, Accounting, Investments, Banking, Financial Services, Risk Management, Investment Banking, FX Options
Education
Manhattan College 2003 — 2007
Bachelor of Science (BS), Finance/International Business
Amaury Josue Arias Amaury Josue Arias's Merrill Lynch Experience August 2004 - April 2005
Job Business Intelligence Manager, Channel & National Accounts Consultant at HEINEKEN
Industry Consumer Goods
Experience
HEINEKEN June 2015 - Present
Commerzbank AG March 2014 - June 2015
MasterCard October 2007 - December 2012
Diversified September 2006 - October 2007
MBIA September 2005 - July 2006
Rahaxi Processing Oy May 2005 - August 2005
Merrill Lynch August 2004 - April 2005
Skills
Forecasting, Credit, Risk Management, Financial Analysis, Relationship Management, Insurance, Banking, Due Diligence, Portfolio Management, Financial Modeling, Strategic Financial..., Business Development, Financial Reporting, Valuation, Analysis, Finance, Strategy, Accounting, Investments, Financial Services, Business Analysis
Education
Monroe College 2012 — 2014
Master of Business Administration (MBA), Information Technology
Manhattanville College 2002 — 2006
Bachelor of Arts, Finance
HEINEKEN June 2015 - Present
Commerzbank AG March 2014 - June 2015
MasterCard October 2007 - December 2012
Diversified September 2006 - October 2007
MBIA September 2005 - July 2006
Rahaxi Processing Oy May 2005 - August 2005
Merrill Lynch August 2004 - April 2005
Skills
Forecasting, Credit, Risk Management, Financial Analysis, Relationship Management, Insurance, Banking, Due Diligence, Portfolio Management, Financial Modeling, Strategic Financial..., Business Development, Financial Reporting, Valuation, Analysis, Finance, Strategy, Accounting, Investments, Financial Services, Business Analysis
Education
Monroe College 2012 — 2014
Master of Business Administration (MBA), Information Technology
Manhattanville College 2002 — 2006
Bachelor of Arts, Finance
Jonathan Bourne's Merrill Lynch Experience June 2011 - August 2011
Job Staffing Manager at Robert Half International
Industry Staffing and Recruiting
Experience
Robert Half International October 2012 - Present
Merrill Lynch June 2011 - August 2011
Merrill Lynch January 2011 - August 2011
Education
Manhattan College 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Manhattan College 2008 — 2012
Bachelors of Science degree, Management
Robert Half International October 2012 - Present
Merrill Lynch June 2011 - August 2011
Merrill Lynch January 2011 - August 2011
Education
Manhattan College 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Manhattan College 2008 — 2012
Bachelors of Science degree, Management
Patrick Ferris Patrick Ferris's Merrill Lynch Experience November 2006 - June 2008
Job Traditional Credit Products
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Sitecert 2010 - Present
D.B. Zwirn & Co. June 2008 - June 2009
Merrill Lynch November 2006 - June 2008
Skills
Loans, Hedge Funds, Fixed Income, Capital Markets, Investment Banking
Education
Manhattan College 2002 — 2006
B.S, Finance
Christian Brothers Academy 1998 — 2002
J.P. Morgan July 2013 - Present
Sitecert 2010 - Present
D.B. Zwirn & Co. June 2008 - June 2009
Merrill Lynch November 2006 - June 2008
Skills
Loans, Hedge Funds, Fixed Income, Capital Markets, Investment Banking
Education
Manhattan College 2002 — 2006
B.S, Finance
Christian Brothers Academy 1998 — 2002
Ivan Maurice de Windt's Merrill Lynch Experience May 2003 - August 2003
Job Managing Director at CrossFit 5 Triple 9 (Blue Room Fitness N.V.)
Industry Health, Wellness and Fitness
Experience
CrossFit 5 Triple 9 February 2014 - Present
Citco Fund Services June 2004 - September 2014
Citco Fund Services Curacao April 2007 - February 2008
Merrill Lynch May 2003 - August 2003
Skills
Hedge Funds, Financial Accounting, Financial Services, Microsoft Excel, Excel models, Sports Nutrition, Nutrition, CrossFit, Vacation Rental, Private Banking, Accounting, Fund Accounting, Equities, Fixed Income, Options, Portfolio Management, Investments, Financial Reporting, Mutual Funds, Fund Administration, Securities, Financial Analysis, Account Reconciliation
Education
Manhattanville College 2000 — 2004
Finance, Computer Science & Photography
CrossFit 5 Triple 9 February 2014 - Present
Citco Fund Services June 2004 - September 2014
Citco Fund Services Curacao April 2007 - February 2008
Merrill Lynch May 2003 - August 2003
Skills
Hedge Funds, Financial Accounting, Financial Services, Microsoft Excel, Excel models, Sports Nutrition, Nutrition, CrossFit, Vacation Rental, Private Banking, Accounting, Fund Accounting, Equities, Fixed Income, Options, Portfolio Management, Investments, Financial Reporting, Mutual Funds, Fund Administration, Securities, Financial Analysis, Account Reconciliation
Education
Manhattanville College 2000 — 2004
Finance, Computer Science & Photography
Chris Millette CLU Chris Millette CLU's Merrill Lynch Experience May 2009 - August 2010
Job Associate Wealth Manager at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2010 - Present
Merrill Lynch May 2009 - August 2010
Northwestern Mutual August 2008 - April 2009
Northwestern Mutual March 2008 - November 2008
Get Organized April 2001 - March 2008
Fidelity Investments March 2006 - October 2006
Fidelity Investments October 2004 - March 2006
Equity Enterprise Group, INC. January 2003 - October 2004
Maven Realty 2000 - 2001
Skills
Investments, Insurance, Asset, Retirement, High Net Worth..., Long Term Care, Employee Benefits, Wealth Management, Financial Planning, Wealth, Asset Management, Portfolio Management, Retirement Planning, Wealth Accumulation, Brokers, Estate Planning, Securities, Disability Insurance, Investment Advisory, Small Business, Mutual Funds, Customer Relations, Risk Management, Mortgage, Options, Financial Advisory, Asset Allocation, Protection, 401k, Trading, Accounting, Comprehensive Wealth..., Investors, Financial Markets, Hedge Funds, Credit, Term Life Insurance, Insurance Planning, Series 63, Investment Strategies, IRA's, Series 7, Retirement Income..., ETFs, FINRA, Personal Finance, Investment Products, Business Planning, Group Benefits, Asset Protection
Education
The American College 2011 — 2015
CLU
Maine Maritime Academy 1986 — 2000
BS
John Stark 1992 — 1996
Degree
Northwestern Mutual August 2010 - Present
Merrill Lynch May 2009 - August 2010
Northwestern Mutual August 2008 - April 2009
Northwestern Mutual March 2008 - November 2008
Get Organized April 2001 - March 2008
Fidelity Investments March 2006 - October 2006
Fidelity Investments October 2004 - March 2006
Equity Enterprise Group, INC. January 2003 - October 2004
Maven Realty 2000 - 2001
Skills
Investments, Insurance, Asset, Retirement, High Net Worth..., Long Term Care, Employee Benefits, Wealth Management, Financial Planning, Wealth, Asset Management, Portfolio Management, Retirement Planning, Wealth Accumulation, Brokers, Estate Planning, Securities, Disability Insurance, Investment Advisory, Small Business, Mutual Funds, Customer Relations, Risk Management, Mortgage, Options, Financial Advisory, Asset Allocation, Protection, 401k, Trading, Accounting, Comprehensive Wealth..., Investors, Financial Markets, Hedge Funds, Credit, Term Life Insurance, Insurance Planning, Series 63, Investment Strategies, IRA's, Series 7, Retirement Income..., ETFs, FINRA, Personal Finance, Investment Products, Business Planning, Group Benefits, Asset Protection
Education
The American College 2011 — 2015
CLU
Maine Maritime Academy 1986 — 2000
BS
John Stark 1992 — 1996
Degree
Athie Daniskas Athie Daniskas's Merrill Lynch Experience August 1985 - June 1997
Job Licensed Realtor at Keller Williams
Industry Real Estate
Experience
Keller Williams NJ Metro Group Realty March 2010 - Present
Weichert, Realtors November 2004 - March 2010
Merrill Lynch August 1985 - June 1997
Skills
Real Estate, Selling, Buyer Representation, Corporate Real Estate, Short Sales, REO, Foreclosures
Education
Manhattan College
Finance and Financial Management Services
Keller Williams NJ Metro Group Realty March 2010 - Present
Weichert, Realtors November 2004 - March 2010
Merrill Lynch August 1985 - June 1997
Skills
Real Estate, Selling, Buyer Representation, Corporate Real Estate, Short Sales, REO, Foreclosures
Education
Manhattan College
Finance and Financial Management Services
Bob Siedler Bob Siedler's Merrill Lynch Experience 2007 - 2008
Job Financial Representative at Northeast Planning Corp
Industry Financial Services
Experience
Northeast Planning Corporation October 2009 - Present
Merrill Lynch 2007 - 2008
RBC Wealth Management 2005 - 2007
State Farm Insurance 1994 - 2005
Education
Manhattan College 1990 — 1994
Seton Hall Prep 1986 — 1990
Northeast Planning Corporation October 2009 - Present
Merrill Lynch 2007 - 2008
RBC Wealth Management 2005 - 2007
State Farm Insurance 1994 - 2005
Education
Manhattan College 1990 — 1994
Seton Hall Prep 1986 — 1990
John Rudolph John Rudolph's Merrill Lynch Experience October 2004 - January 2009
Job Senior Project Manager, Data Center Migration at HSBC
Industry Information Technology and Services
Experience
HSBC January 2014 - Present
Dependable Computer Pros January 2009 - Present
JPMorgan Chase (CS Technology) November 2012 - August 2013
Capital One (CS Technology) July 2012 - October 2012
Bank of America April 2010 - June 2012
Merrill Lynch October 2004 - January 2009
dynamicsoft, Cisco Systems September 1999 - October 2004
UBS (Spring Lake Consulting) February 1999 - September 1999
Merrill Lynch June 1994 - February 1999
Skills
Data Center, Infrastructure, System Administration, Red Hat Linux, Solaris, Security, Apache, Perl, Operating Systems, VoIP, Integration, Solution Architecture, IT Strategy, SEO, WordPress, PHP, HTML, MySQL, Microsoft Office, SharePoint, Amazon Web Services..., Google Analytics, Google Apps, Veritas Volume Manager, Veritas Cluster Server, Untangle, Sendmail, CentOS, Windows, Unix, Mac OS X, Shell, Asterisk, OpenVPN, DNS
Education
Manhattan College 1989 — 1994
Bachelor of Science, Computer Science
HSBC January 2014 - Present
Dependable Computer Pros January 2009 - Present
JPMorgan Chase (CS Technology) November 2012 - August 2013
Capital One (CS Technology) July 2012 - October 2012
Bank of America April 2010 - June 2012
Merrill Lynch October 2004 - January 2009
dynamicsoft, Cisco Systems September 1999 - October 2004
UBS (Spring Lake Consulting) February 1999 - September 1999
Merrill Lynch June 1994 - February 1999
Skills
Data Center, Infrastructure, System Administration, Red Hat Linux, Solaris, Security, Apache, Perl, Operating Systems, VoIP, Integration, Solution Architecture, IT Strategy, SEO, WordPress, PHP, HTML, MySQL, Microsoft Office, SharePoint, Amazon Web Services..., Google Analytics, Google Apps, Veritas Volume Manager, Veritas Cluster Server, Untangle, Sendmail, CentOS, Windows, Unix, Mac OS X, Shell, Asterisk, OpenVPN, DNS
Education
Manhattan College 1989 — 1994
Bachelor of Science, Computer Science
Siobhan Shaughnessy, CFP® Siobhan Shaughnessy, CFP®'s Merrill Lynch Experience May 2006 - September 2008
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management September 2008 - Present
Merrill Lynch May 2006 - September 2008
Education
Manhattan College 2002 — 2006
Bachelor of Science (B.S.), Finance, General
UBS Wealth Management September 2008 - Present
Merrill Lynch May 2006 - September 2008
Education
Manhattan College 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Greg Bower Greg Bower's Merrill Lynch Experience October 2000 - May 2002
Job VP CCRE Finance at Cantor Fitzgerald
Industry Banking
Experience
Cantor Fitzgerald September 2014 - Present
Royal Bank of Scotland May 2007 - September 2014
PwC August 2005 - May 2007
RBS Greenwich Capital July 2004 - August 2005
Deutsche Bank November 2003 - June 2004
Merrill Lynch October 2000 - May 2002
Education
Pace University - Lubin School of Business 2003 — 2005
Master's Degree, Accounting
Manhattan College 1999 — 2003
Bachelor's Degree, Finance and Computer Information Systems
Cantor Fitzgerald September 2014 - Present
Royal Bank of Scotland May 2007 - September 2014
PwC August 2005 - May 2007
RBS Greenwich Capital July 2004 - August 2005
Deutsche Bank November 2003 - June 2004
Merrill Lynch October 2000 - May 2002
Education
Pace University - Lubin School of Business 2003 — 2005
Master's Degree, Accounting
Manhattan College 1999 — 2003
Bachelor's Degree, Finance and Computer Information Systems
Eugene Tanner, FRM's Merrill Lynch Experience June 2010 - July 2015
Job Vice President Corporate Banking & Securities at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Merrill Lynch June 2010 - July 2015
Merrill Lynch May 2005 - June 2010
Skills
Market Risk, Interest Rate..., Exotics, Series 7, Bloomberg, VBA, Python, Inflation, Fixed Income, Government Bonds, Options, Equity Derivatives, Risk Management, Electronic Trading, Trading Systems, Interest Rates, Finance, Financial Markets, Financial Analysis, Securities, Management, Valuation
Education
Manhattan College 2001 — 2005
Bachelor of Science (BS), Finance, General
Deutsche Bank July 2015 - Present
Merrill Lynch June 2010 - July 2015
Merrill Lynch May 2005 - June 2010
Skills
Market Risk, Interest Rate..., Exotics, Series 7, Bloomberg, VBA, Python, Inflation, Fixed Income, Government Bonds, Options, Equity Derivatives, Risk Management, Electronic Trading, Trading Systems, Interest Rates, Finance, Financial Markets, Financial Analysis, Securities, Management, Valuation
Education
Manhattan College 2001 — 2005
Bachelor of Science (BS), Finance, General
Rajanish Babu Rajanish Babu's Merrill Lynch Experience September 2011 - November 2013
Job Digital Relationship Manager II
Industry Financial Services
Experience
BBVA Compass May 2015 - Present
Merrill Lynch September 2011 - November 2013
Chase Investments June 2010 - September 2011
RBS WorldPay April 2010 - June 2010
International Banc Shares Corp August 2008 - January 2010
Regions Financial Corporation October 2006 - July 2008
Insight Consultants November 2005 - July 2006
ING Vysya Financial Services March 2005 - November 2005
Bhima Jewellers June 2001 - March 2005
Skills
Finance, Wealth Management, Sales, Investments, Business Development, Mergers & Acquisitions, Retirement Planning, Management, Loans, Leadership, Strategy, Mortgage Lending, Fixed Income, Sales Management, Personal Finance, Corporate Finance, 401k, Defined Benefit, Selling, Strategic Financial..., Cold Calling, Portfolio Management, College Savings Plans, Business Finance, 401 K Rollovers, Business Acquisition, Mergers, defined benefit plans, tax saving ideas, Employee Benefits Design, Strategic Planning, Team Building, Customer Service, New Business Development
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Energy Managment
Mahatma Gandhi University 1997 — 2000
Bachelor, Accounting
M.G. University, Kerala 1993 — 1995
Associate's degree, commerce and accounting
M.T.Seminary High School 1988 — 1993
high school, Mathematics
BBVA Compass May 2015 - Present
Merrill Lynch September 2011 - November 2013
Chase Investments June 2010 - September 2011
RBS WorldPay April 2010 - June 2010
International Banc Shares Corp August 2008 - January 2010
Regions Financial Corporation October 2006 - July 2008
Insight Consultants November 2005 - July 2006
ING Vysya Financial Services March 2005 - November 2005
Bhima Jewellers June 2001 - March 2005
Skills
Finance, Wealth Management, Sales, Investments, Business Development, Mergers & Acquisitions, Retirement Planning, Management, Loans, Leadership, Strategy, Mortgage Lending, Fixed Income, Sales Management, Personal Finance, Corporate Finance, 401k, Defined Benefit, Selling, Strategic Financial..., Cold Calling, Portfolio Management, College Savings Plans, Business Finance, 401 K Rollovers, Business Acquisition, Mergers, defined benefit plans, tax saving ideas, Employee Benefits Design, Strategic Planning, Team Building, Customer Service, New Business Development
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Energy Managment
Mahatma Gandhi University 1997 — 2000
Bachelor, Accounting
M.G. University, Kerala 1993 — 1995
Associate's degree, commerce and accounting
M.T.Seminary High School 1988 — 1993
high school, Mathematics
Amanda Fischer's Merrill Lynch Experience May 2008 - December 2008
Job Marketing Manager at Updater
Industry Real Estate
Experience
Updater January 2015 - Present
Global Apparel Network/POP-Market January 2014 - January 2015
FlatRate Moving® April 2013 - January 2014
Chelsea Piers December 2010 - April 2013
Chelsea Piers July 2010 - November 2010
Morgan Stanley January 2010 - May 2010
Chelsea Piers January 2010 - May 2010
Manhattan College 2006 - 2010
Merrill Lynch May 2008 - December 2008
Skills
Social Media Marketing, Marketing Communications, Social Media, Marketing, Advertising, Public Relations, Sports, Email Marketing, Digital Marketing, Management, Event Management, Social Networking, Facebook, Sports Marketing, Project Management, Public Speaking, Account Management, Leadership, Newsletters, Sports Management, Internal Communications, PowerPoint, Project Coordination, Creative Direction, News Writing, Technical Writing, Trade Shows, Marketing Strategy, Press Releases, Online Advertising, Strategy, SEM, SaaS, B2B Marketing, B2B Marketing Strategy, B2C Marketing, Online Marketing, Product Marketing, Marketing Management, HubSpot, MailChimp, Inbound Marketing, Inbound Lead Generation, Marketing Automation
Education
Manhattan College 2006 — 2010
BS, Marketing/Global Business
Istituto Europeo 2009 — 2009
Bridgeport High School 2002 — 2006
Updater January 2015 - Present
Global Apparel Network/POP-Market January 2014 - January 2015
FlatRate Moving® April 2013 - January 2014
Chelsea Piers December 2010 - April 2013
Chelsea Piers July 2010 - November 2010
Morgan Stanley January 2010 - May 2010
Chelsea Piers January 2010 - May 2010
Manhattan College 2006 - 2010
Merrill Lynch May 2008 - December 2008
Skills
Social Media Marketing, Marketing Communications, Social Media, Marketing, Advertising, Public Relations, Sports, Email Marketing, Digital Marketing, Management, Event Management, Social Networking, Facebook, Sports Marketing, Project Management, Public Speaking, Account Management, Leadership, Newsletters, Sports Management, Internal Communications, PowerPoint, Project Coordination, Creative Direction, News Writing, Technical Writing, Trade Shows, Marketing Strategy, Press Releases, Online Advertising, Strategy, SEM, SaaS, B2B Marketing, B2B Marketing Strategy, B2C Marketing, Online Marketing, Product Marketing, Marketing Management, HubSpot, MailChimp, Inbound Marketing, Inbound Lead Generation, Marketing Automation
Education
Manhattan College 2006 — 2010
BS, Marketing/Global Business
Istituto Europeo 2009 — 2009
Bridgeport High School 2002 — 2006
John Gadonniex, CFP® John Gadonniex, CFP®'s Merrill Lynch Experience December 1996 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch December 1996 - Present
Skills
Retirement Income &..., Net Unrealized..., Substantially Equal..., Retirement Plan Rollover, Inherited IRA, Revocable & Irrevocable..., Option strategies for..., Simple IRA, Concentrated Stock...
Education
Manhattan College
Mount Saint Mary's College
University of Central Florida
Merrill Lynch December 1996 - Present
Skills
Retirement Income &..., Net Unrealized..., Substantially Equal..., Retirement Plan Rollover, Inherited IRA, Revocable & Irrevocable..., Option strategies for..., Simple IRA, Concentrated Stock...
Education
Manhattan College
Mount Saint Mary's College
University of Central Florida
Anita Thapaliya Anita Thapaliya's Merrill Lynch Experience July 2005 - December 2006
Job Tech lead at OSP group
Industry Information Technology and Services
Experience
OSP Group February 2013 - Present
Redcats USA January 2007 - February 2013
Merrill Lynch July 2005 - December 2006
Verizon Data Services November 2004 - May 2005
Skills
ASP.NET, C#, WCF, Microsoft SQL Server, Agile Methodologies, Web Services, TFS, JavaScript, XML, .NET, AJAX, E-commerce, HTML, Software Development, Web Applications
Education
Maharishi University of Management 2004 — 2006
Masters, Computer Science
Kathmandu University 1990 — 2002
Bachelors, Computer Engineering
OSP Group February 2013 - Present
Redcats USA January 2007 - February 2013
Merrill Lynch July 2005 - December 2006
Verizon Data Services November 2004 - May 2005
Skills
ASP.NET, C#, WCF, Microsoft SQL Server, Agile Methodologies, Web Services, TFS, JavaScript, XML, .NET, AJAX, E-commerce, HTML, Software Development, Web Applications
Education
Maharishi University of Management 2004 — 2006
Masters, Computer Science
Kathmandu University 1990 — 2002
Bachelors, Computer Engineering
Joseph H. Cruz's Merrill Lynch Experience Financial AdvisorMerrill LynchJune 2008 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorMerrill LynchJune 2008 - January 2009
FINRA/Legacy New York Stock Exchange Regulation June 2007 - June 2008
Merrill Lynch December 2006 - May 2007
Education
Manhattan College 2003 — 2007
Bachelor of Science, Finance, Computer Information Systems
Merrill Lynch Financial AdvisorMerrill LynchJune 2008 - January 2009
FINRA/Legacy New York Stock Exchange Regulation June 2007 - June 2008
Merrill Lynch December 2006 - May 2007
Education
Manhattan College 2003 — 2007
Bachelor of Science, Finance, Computer Information Systems
Mark Castellano Mark Castellano's Merrill Lynch Experience 1993 - 1995
Job CoFounder and Vice President Business Development at RenewTricity
Industry Renewables & Environment
Experience
RenewTricity July 2009 - Present
MAC Green Energy, LLC February 2009 - April 2010
CJR Associates July 2006 - May 2007
Texas Instruments 1995 - 2005
Merrill Lynch 1993 - 1995
AT&T Bell Laboratories 1988 - 1993
Skills
Renewable Energy, Solar, Solar Energy, Energy, Business Development, Account Management, Field Applications, Electrical Engineering, Programming, Semiconductors, Start-ups, Entrepreneurship, Wireless, Smart Grid, Strategic Partnerships, Software Engineering, Strategy, Product Development, Telecommunications, Cleantech, Electricity Markets, Photovoltaics, Due Diligence, Energy Conservation, Alternative Energy, Engineering, Sustainable Energy, Energy Policy, Wind, Clean Technology, Renewable Resources, Green Technology, Demand Response, Solar Power, Energy Efficiency, Biomass, Solar Thermal, Cogeneration, Energy Management, Solar PV, Carbon, Distributed Generation, Energy Audits
Education
Princeton University 1988 — 1990
M.S., Electrical Engineering
Manhattan College 1984 — 1988
B., Electrical Engineering
RenewTricity July 2009 - Present
MAC Green Energy, LLC February 2009 - April 2010
CJR Associates July 2006 - May 2007
Texas Instruments 1995 - 2005
Merrill Lynch 1993 - 1995
AT&T Bell Laboratories 1988 - 1993
Skills
Renewable Energy, Solar, Solar Energy, Energy, Business Development, Account Management, Field Applications, Electrical Engineering, Programming, Semiconductors, Start-ups, Entrepreneurship, Wireless, Smart Grid, Strategic Partnerships, Software Engineering, Strategy, Product Development, Telecommunications, Cleantech, Electricity Markets, Photovoltaics, Due Diligence, Energy Conservation, Alternative Energy, Engineering, Sustainable Energy, Energy Policy, Wind, Clean Technology, Renewable Resources, Green Technology, Demand Response, Solar Power, Energy Efficiency, Biomass, Solar Thermal, Cogeneration, Energy Management, Solar PV, Carbon, Distributed Generation, Energy Audits
Education
Princeton University 1988 — 1990
M.S., Electrical Engineering
Manhattan College 1984 — 1988
B., Electrical Engineering
Eric Brody Eric Brody's Merrill Lynch Experience January 2008 - May 2009
Job CFO, COO and Cofounder at Qinetic.com
Industry Health, Wellness and Fitness
Experience
Qinetic.com August 2012 - Present
Federal Reserve Bank of New York August 2012 - February 2013
Citigroup July 2010 - August 2012
American Express June 2009 - August 2009
Merrill Lynch January 2008 - May 2009
Sunrise Health And Racquet May 2007 - January 2009
Sam Ash Music May 2007 - August 2007
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Finance, Leadership, Financial Services, Bloomberg, Accounting, Alternative Investments, Asset Allocation, Wealth Management, Financial Analysis, Mutual Funds, Securities, Asset Management
Education
Manhattan College 2006 — 2010
BS, Finance
Richmond, The American International University in London 2008 — 2008
Finance, Finance
Qinetic.com August 2012 - Present
Federal Reserve Bank of New York August 2012 - February 2013
Citigroup July 2010 - August 2012
American Express June 2009 - August 2009
Merrill Lynch January 2008 - May 2009
Sunrise Health And Racquet May 2007 - January 2009
Sam Ash Music May 2007 - August 2007
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Finance, Leadership, Financial Services, Bloomberg, Accounting, Alternative Investments, Asset Allocation, Wealth Management, Financial Analysis, Mutual Funds, Securities, Asset Management
Education
Manhattan College 2006 — 2010
BS, Finance
Richmond, The American International University in London 2008 — 2008
Finance, Finance
Jose Alcantara Jose Alcantara's Merrill Lynch Experience February 2005 - January 2007
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2008 - Present
U.S. Trust January 2007 - June 2008
Merrill Lynch February 2005 - January 2007
Morgan Stanley February 2004 - February 2005
Wachovia Securities July 2000 - February 2004
Marsh August 1995 - July 2000
Skills
Equities, Fixed Income, Securities, Financial Services, Loans, Capital Markets
Education
Manhattan College 1996 — 2000
Bachelor of Science, Finance and Management
BNY Mellon June 2008 - Present
U.S. Trust January 2007 - June 2008
Merrill Lynch February 2005 - January 2007
Morgan Stanley February 2004 - February 2005
Wachovia Securities July 2000 - February 2004
Marsh August 1995 - July 2000
Skills
Equities, Fixed Income, Securities, Financial Services, Loans, Capital Markets
Education
Manhattan College 1996 — 2000
Bachelor of Science, Finance and Management
Stephen J. Hopson Stephen J. Hopson's Merrill Lynch Experience 1992 - 1997
Job Awakening Specialist
Industry Professional Training & Coaching
Experience
Obstacle Illusions January 1998 - Present
Merrill Lynch 1992 - 1997
Skills
Personal Coaching, Coaching, Flights, Public Speaking, Personal Branding, Leadership Development, Motivational Speaking, Personal Development, Entrepreneurship, Blogging, Executive Coaching, SEO, Small Business, Storytelling, Published Author, Social Networking, Social Media
Education
YES to Success seminar 2011 — 2011
Success Principles
Maharishi University of Management 2009 — 2010
Masters, Vedic Science
Marist College 1978 — 1982
Bachelor's degree, Finance, General
Obstacle Illusions January 1998 - Present
Merrill Lynch 1992 - 1997
Skills
Personal Coaching, Coaching, Flights, Public Speaking, Personal Branding, Leadership Development, Motivational Speaking, Personal Development, Entrepreneurship, Blogging, Executive Coaching, SEO, Small Business, Storytelling, Published Author, Social Networking, Social Media
Education
YES to Success seminar 2011 — 2011
Success Principles
Maharishi University of Management 2009 — 2010
Masters, Vedic Science
Marist College 1978 — 1982
Bachelor's degree, Finance, General
Paul Ballas's Merrill Lynch Experience January 1999 - January 2000
Job Strategic National Accounts Manager at Benjamin Moore & Co.
Industry Management Consulting
Experience
Benjamin Moore & Co. November 2014 - Present
Influence Group March 2014 - September 2014
CMI April 2007 - May 2013
Tradition Securities and Futures 2002 - 2005
RBC- Royal Bank Of Canada- Bull & Bear Securities March 2000 - April 2001
Merrill Lynch January 1999 - January 2000
Tullett Prebon June 1990 - January 1998
Skills
New Business Development, Facilities Management, Market Research, Sustainability, Account Management, Event Management, Sales Force Alignment, Contract Negotiation, Leadership, Budgets, Sales, CRM, Management, Direct Sales, Team Building, Sales Operations, Sales Management, Business Development, Operations Management, B2B, Project Planning, Sales Process, Lead Generation, Negotiation, Project Management, Networking, Customer Satisfaction, Strategic Planning, Customer Retention, Event Planning, Selling
Education
Manhattan College
BS, Fianace
Manhattan College
Bachelor of Applied Science (B.A.Sc.),Finance, Finance and Financial Management Services
Benjamin Moore & Co. November 2014 - Present
Influence Group March 2014 - September 2014
CMI April 2007 - May 2013
Tradition Securities and Futures 2002 - 2005
RBC- Royal Bank Of Canada- Bull & Bear Securities March 2000 - April 2001
Merrill Lynch January 1999 - January 2000
Tullett Prebon June 1990 - January 1998
Skills
New Business Development, Facilities Management, Market Research, Sustainability, Account Management, Event Management, Sales Force Alignment, Contract Negotiation, Leadership, Budgets, Sales, CRM, Management, Direct Sales, Team Building, Sales Operations, Sales Management, Business Development, Operations Management, B2B, Project Planning, Sales Process, Lead Generation, Negotiation, Project Management, Networking, Customer Satisfaction, Strategic Planning, Customer Retention, Event Planning, Selling
Education
Manhattan College
BS, Fianace
Manhattan College
Bachelor of Applied Science (B.A.Sc.),Finance, Finance and Financial Management Services
Nicole Landes's Merrill Lynch Experience January 2012 - May 2012
Job Tax Associate
Industry Accounting
Experience
PricewaterhouseCoopers February 2015 - Present
PricewaterhouseCoopers January 2014 - January 2015
Manhattan College September 2012 - May 2013
PricewaterhouseCoopers June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Access, Public Speaking, Microsoft Office, Research, Microsoft Excel, Financial Reporting, Accounting, Financial Accounting, Social Media, PowerPoint, Microsoft Word, QuickBooks, Auditing, Sarbanes-Oxley Act, Financial Modeling, Leadership, Teamwork, Internal Controls, Financial Analysis, GAAP, Finance, Bloomberg, IT Audit
Education
Manhattan College 2012 — 2013
Master of Business Administration (M.B.A.), Concentration in Accounting
Manhattan College 2009 — 2012
Bachelor's degree, Accounting, Magna Cum Laude
North Rockland High School 2005 — 2009
PricewaterhouseCoopers February 2015 - Present
PricewaterhouseCoopers January 2014 - January 2015
Manhattan College September 2012 - May 2013
PricewaterhouseCoopers June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Access, Public Speaking, Microsoft Office, Research, Microsoft Excel, Financial Reporting, Accounting, Financial Accounting, Social Media, PowerPoint, Microsoft Word, QuickBooks, Auditing, Sarbanes-Oxley Act, Financial Modeling, Leadership, Teamwork, Internal Controls, Financial Analysis, GAAP, Finance, Bloomberg, IT Audit
Education
Manhattan College 2012 — 2013
Master of Business Administration (M.B.A.), Concentration in Accounting
Manhattan College 2009 — 2012
Bachelor's degree, Accounting, Magna Cum Laude
North Rockland High School 2005 — 2009
Jonathan LaSala Jonathan LaSala's Merrill Lynch Experience August 2007 - January 2008
Job Investment Banking Associate at TAP Advisors
Industry Financial Services
Experience
TAP Advisors April 2015 - Present
Deloitte October 2014 - April 2015
Training The Street May 2014 - September 2014
Deloitte January 2014 - April 2014
SGA Inc. June 2013 - January 2014
GE Capital April 2013 - July 2013
Summerview Development Group, LLC; Fordham Landing Associates, LLC May 2010 - March 2013
Merrill Lynch August 2007 - January 2008
Pitney Bowes May 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Accounting
Manhattan College 2009 — 2010
Bachelor of Science (B.S.), Economics
TAP Advisors April 2015 - Present
Deloitte October 2014 - April 2015
Training The Street May 2014 - September 2014
Deloitte January 2014 - April 2014
SGA Inc. June 2013 - January 2014
GE Capital April 2013 - July 2013
Summerview Development Group, LLC; Fordham Landing Associates, LLC May 2010 - March 2013
Merrill Lynch August 2007 - January 2008
Pitney Bowes May 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Accounting
Manhattan College 2009 — 2010
Bachelor of Science (B.S.), Economics
Andrew Talley Andrew Talley's Merrill Lynch Experience January 2015 - March 2015
Job Executive Sales Intern
Industry Financial Services
Experience
Paycom September 2015 - Present
GEM Management Partners LLC May 2015 - September 2015
Merrill Lynch January 2015 - March 2015
BPA Worldwide May 2014 - September 2014
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Forecasting, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Social Networking, Event Planning, Research, Social Media, Facebook, Teamwork
Education
Manhattan College 2012 — 2016
Bachelor’s Degree, Finance, General, Senior
Fairfield College Preparatory School 2008 — 2012
Paycom September 2015 - Present
GEM Management Partners LLC May 2015 - September 2015
Merrill Lynch January 2015 - March 2015
BPA Worldwide May 2014 - September 2014
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Forecasting, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Social Networking, Event Planning, Research, Social Media, Facebook, Teamwork
Education
Manhattan College 2012 — 2016
Bachelor’s Degree, Finance, General, Senior
Fairfield College Preparatory School 2008 — 2012
Allison Tatham Allison Tatham's Merrill Lynch Experience June 2008 - June 2011
Job Rental Sales Representative
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing May 2014 - Present
Penske Truck Leasing April 2013 - May 2014
Get Real Sport Sales July 2012 - April 2013
St. Elmo Steak House June 2011 - May 2012
Mobi Wireless Management October 2011 - March 2012
Merrill Lynch June 2008 - June 2011
Skills
Sports Management, Sponsorship, Social Media, Salesforce.com, Sales Management, Sales, New Business Development, Marketing, Management, Leadership, Event Planning, Event Management, Customer Service, Customer Satisfaction, Cold Calling, Account Management
Education
Marian College 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Manchester College 2007 — 2008
Political Science and Government
New Palestine High School
General Studies, General Studies
Penske Truck Leasing May 2014 - Present
Penske Truck Leasing April 2013 - May 2014
Get Real Sport Sales July 2012 - April 2013
St. Elmo Steak House June 2011 - May 2012
Mobi Wireless Management October 2011 - March 2012
Merrill Lynch June 2008 - June 2011
Skills
Sports Management, Sponsorship, Social Media, Salesforce.com, Sales Management, Sales, New Business Development, Marketing, Management, Leadership, Event Planning, Event Management, Customer Service, Customer Satisfaction, Cold Calling, Account Management
Education
Marian College 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Manchester College 2007 — 2008
Political Science and Government
New Palestine High School
General Studies, General Studies
Patrick Sheeran Patrick Sheeran's Merrill Lynch Experience July 2015 - Present
Job Intern at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Best Bar New York City December 2014 - Present
Privately Employed March 2014 - December 2014
Dave's Tavern and Tobacco Road February 2013 - November 2014
Tobacco Road March 2012 - November 2014
Tobacco Road/ Dave's Tavern- Bartender April 2011 - August 2014
Daves Tavern January 2008 - March 2012
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Strategic Planning, Sales, Leadership, Team Building, Public Speaking, Sales Management
Education
Manhattan College 2012 — 2016
Finance, General
Fairfield College Preparatory 2009 — 2012
Merrill Lynch July 2015 - Present
Best Bar New York City December 2014 - Present
Privately Employed March 2014 - December 2014
Dave's Tavern and Tobacco Road February 2013 - November 2014
Tobacco Road March 2012 - November 2014
Tobacco Road/ Dave's Tavern- Bartender April 2011 - August 2014
Daves Tavern January 2008 - March 2012
Skills
Customer Service, Microsoft Office, Project Management, Microsoft Excel, Strategic Planning, Sales, Leadership, Team Building, Public Speaking, Sales Management
Education
Manhattan College 2012 — 2016
Finance, General
Fairfield College Preparatory 2009 — 2012
Patrick Gillis's Merrill Lynch Experience 2009 - 2010
Job Banker/ Broker at CBC National Bank Mortgage Division
Industry Banking
Experience
CBC National Bank - Mortgage Division 2013 - Present
Northside Motors Inc 2012 - 2013
Hyundai Motors America Retail Store 2011 - 2012
General Motors Retail Store 2010 - 2011
Merrill Lynch 2009 - 2010
General Motors Retail Store 2004 - 2008
New England Home Finance 2002 - 2004
Heartland Home Finance 2000 - 2002
Skills
Strategic Planning, Process Improvement, Financial Analysis, Insurance, Finance, Forecasting, Strategic Financial..., Analytics, Managerial Finance, Financial Modeling, Team Building, Product Development, Corporate Finance, Customer Service, Credit, Sales Management, Marketing Strategy, Negotiation, Strategy, Small Boat Operations, Business Process..., Business Strategy, Business Analysis, Cross-functional Team..., Management Consulting, Competitive Analysis, Start-ups, Resource Trained, Adp Trained, Reynolds Trained, JM&A Trained, Customer Satisfaction, Management, Automotive
Education
Malone College
B.A, Business Management, 3.52
CBC National Bank - Mortgage Division 2013 - Present
Northside Motors Inc 2012 - 2013
Hyundai Motors America Retail Store 2011 - 2012
General Motors Retail Store 2010 - 2011
Merrill Lynch 2009 - 2010
General Motors Retail Store 2004 - 2008
New England Home Finance 2002 - 2004
Heartland Home Finance 2000 - 2002
Skills
Strategic Planning, Process Improvement, Financial Analysis, Insurance, Finance, Forecasting, Strategic Financial..., Analytics, Managerial Finance, Financial Modeling, Team Building, Product Development, Corporate Finance, Customer Service, Credit, Sales Management, Marketing Strategy, Negotiation, Strategy, Small Boat Operations, Business Process..., Business Strategy, Business Analysis, Cross-functional Team..., Management Consulting, Competitive Analysis, Start-ups, Resource Trained, Adp Trained, Reynolds Trained, JM&A Trained, Customer Satisfaction, Management, Automotive
Education
Malone College
B.A, Business Management, 3.52
Nagesh Pulipati Nagesh Pulipati's Merrill Lynch Experience August 1998 - September 2002
Job iManage/Filesite/Database Administrator at Littler Mendelson
Industry Information Technology and Services
Experience
Littler Mendelson September 2014 - Present
Thompson & Knight LLP May 2013 - August 2014
Proskauer>> July 2009 - May 2013
Hess Corporation February 2007 - May 2009
Barnes & Noble October 2002 - January 2007
Merrill Lynch August 1998 - September 2002
Cendent Mobility 2000 - 2001
NECA 1998 - 1999
Skills
.NET, SSRS, SQL Server, ASP.NET, MOSS 2007, C#, VB.NET, XML, ASP, SSIS, Business Intelligence, SQL, Visual Basic, Active Directory, Web Services, WCF, Architecture, JavaScript, IIS, Windows, T-SQL, Visio, SharePoint, Worksite, iManage, IUS (iManage Universal..., SharePoint Designer, Visual Studio, Cloud Computing, legal IT Support, XMLAW, Whitehill, PowerBuilder, Interaction (Lexis..., Elite (Thomson Reuters), PSShip, SQL Server 2000-2008, Oracle SQL, Sybase, Informix 4GL, Microsoft SQL Server, Microsoft Office..., Windows Sharepoint..., Sharepoint..., Requirements Analysis, Database Administration, InfoPath, Software Development, Windows Server, Database Design
Education
Malaviya National Insitute of Technology Jaipur 1986 — 1990
Bachelor of Engineering, Metallurgical Engineering
Littler Mendelson September 2014 - Present
Thompson & Knight LLP May 2013 - August 2014
Proskauer>> July 2009 - May 2013
Hess Corporation February 2007 - May 2009
Barnes & Noble October 2002 - January 2007
Merrill Lynch August 1998 - September 2002
Cendent Mobility 2000 - 2001
NECA 1998 - 1999
Skills
.NET, SSRS, SQL Server, ASP.NET, MOSS 2007, C#, VB.NET, XML, ASP, SSIS, Business Intelligence, SQL, Visual Basic, Active Directory, Web Services, WCF, Architecture, JavaScript, IIS, Windows, T-SQL, Visio, SharePoint, Worksite, iManage, IUS (iManage Universal..., SharePoint Designer, Visual Studio, Cloud Computing, legal IT Support, XMLAW, Whitehill, PowerBuilder, Interaction (Lexis..., Elite (Thomson Reuters), PSShip, SQL Server 2000-2008, Oracle SQL, Sybase, Informix 4GL, Microsoft SQL Server, Microsoft Office..., Windows Sharepoint..., Sharepoint..., Requirements Analysis, Database Administration, InfoPath, Software Development, Windows Server, Database Design
Education
Malaviya National Insitute of Technology Jaipur 1986 — 1990
Bachelor of Engineering, Metallurgical Engineering
Daljeet Maken Daljeet Maken's Merrill Lynch Experience November 2013 - Present
Job Vice President at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch November 2013 - Present
Skills
Project Estimation, Application Architecture, SOA, Pre-sales, Business Intelligence, Solution Architecture, Java Enterprise Edition, Enterprise Architecture, Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Agile Project Management, Business Development, Web Services, Oracle, Architecture, SharePoint, Cloud Computing, IT Strategy, Strategy, Management, Consulting, Integration, Architectures, Software Development, Scrum, Communication Skills
Education
Management Development Institute 2005 — 2008
Executive MBA, Finance
Management Development Institute, Gurgaon 2005 — 2008
Executive MBA, Finance, Marketing
Padmashree Dr D. Y. Patil Vidyapeeth 1991 — 1995
B.E., Electronics
MJKPS 1979 — 1991
University of Washington
Data Science
Merrill Lynch November 2013 - Present
Skills
Project Estimation, Application Architecture, SOA, Pre-sales, Business Intelligence, Solution Architecture, Java Enterprise Edition, Enterprise Architecture, Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Agile Project Management, Business Development, Web Services, Oracle, Architecture, SharePoint, Cloud Computing, IT Strategy, Strategy, Management, Consulting, Integration, Architectures, Software Development, Scrum, Communication Skills
Education
Management Development Institute 2005 — 2008
Executive MBA, Finance
Management Development Institute, Gurgaon 2005 — 2008
Executive MBA, Finance, Marketing
Padmashree Dr D. Y. Patil Vidyapeeth 1991 — 1995
B.E., Electronics
MJKPS 1979 — 1991
University of Washington
Data Science
Brian Donohue Brian Donohue's Merrill Lynch Experience June 2007 - May 2009
Job Vice President Portfolio & Electronic Trading at SJ Levinson
Industry Financial Services
Experience
Trade Informatics May 2009 - Present
Merrill Lynch June 2007 - May 2009
Merrill Lynch May 2005 - June 2007
Skills
Trading Systems, Portfolio Management, Trading, Strategy
Education
Manhattan College 2000 — 2004
Bachelor of Science (B.S.), Business
St. Joseph of Metuchen High School 1996 — 2000
Trade Informatics May 2009 - Present
Merrill Lynch June 2007 - May 2009
Merrill Lynch May 2005 - June 2007
Skills
Trading Systems, Portfolio Management, Trading, Strategy
Education
Manhattan College 2000 — 2004
Bachelor of Science (B.S.), Business
St. Joseph of Metuchen High School 1996 — 2000
Nicholas O'Connor Jr, PMP Nicholas O'Connor Jr, PMP's Merrill Lynch Experience August 2010 - October 2010
Job Project Manager IS Facilities at North ShoreLIJ Health System
Industry Information Services
Experience
North Shore-LIJ Health System February 2012 - Present
OgilvyAction May 2011 - February 2012
HSBC October 2010 - May 2011
Merrill Lynch August 2010 - October 2010
Group One Trading, LP December 2009 - August 2010
IBM Global Services - Merrill Lynch April 2009 - December 2009
IBM Global Services - Merrill Lynch Investment Banking October 2007 - April 2009
IBM Global Services - Avis Budget Group February 2006 - October 2007
Avis Rent a Car June 1999 - February 2006
Skills
Project Management
Education
Manhattan College 1995 — 1999
BS, Computer Information Systems
North Shore-LIJ Health System February 2012 - Present
OgilvyAction May 2011 - February 2012
HSBC October 2010 - May 2011
Merrill Lynch August 2010 - October 2010
Group One Trading, LP December 2009 - August 2010
IBM Global Services - Merrill Lynch April 2009 - December 2009
IBM Global Services - Merrill Lynch Investment Banking October 2007 - April 2009
IBM Global Services - Avis Budget Group February 2006 - October 2007
Avis Rent a Car June 1999 - February 2006
Skills
Project Management
Education
Manhattan College 1995 — 1999
BS, Computer Information Systems
Ciaran McKeever Ciaran McKeever's Merrill Lynch Experience 2001 - 2003
Job President, McKeever Wealth Management
Industry Financial Services
Experience
McKeever Wealth Management April 2003 - Present
Merrill Lynch 2001 - 2003
Citigroup September 1997 - March 2001
Education
Manhattan College 1989 — 1993
Marketing, Finance, English
Archbishop Molloy 1986 — 1989
General, Core
McKeever Wealth Management April 2003 - Present
Merrill Lynch 2001 - 2003
Citigroup September 1997 - March 2001
Education
Manhattan College 1989 — 1993
Marketing, Finance, English
Archbishop Molloy 1986 — 1989
General, Core
Robert Filepp Robert Filepp's Merrill Lynch Experience August 1980 - December 1984
Job Sr. Software Engineer at IBM
Industry Computer Software
Experience
IBM Research December 1999 - Present
IBM Research Division 1999 - Present
IBM 1999 - Present
Pearson Education June 1998 - December 1999
Simon & Schuster April 1997 - June 1998
Prodigy Communications 1985 - 1997
Prodigy Services Company 1985 - 1997
prodigy 1985 - 1997
Merrill Lynch August 1980 - December 1984
Irving Trust February 1979 - April 1980
Skills
Cloud Computing, Distributed Systems, Software Engineering, System Architecture, SOA, DB2, Agile Methodologies, Software Development, Websphere, C++, Java, Unix, Architecture, Algorithms, Enterprise Architecture
Education
Manhattan School of Music 1969 — 1973
Bachelors, Music
Nanuet
IBM Research December 1999 - Present
IBM Research Division 1999 - Present
IBM 1999 - Present
Pearson Education June 1998 - December 1999
Simon & Schuster April 1997 - June 1998
Prodigy Communications 1985 - 1997
Prodigy Services Company 1985 - 1997
prodigy 1985 - 1997
Merrill Lynch August 1980 - December 1984
Irving Trust February 1979 - April 1980
Skills
Cloud Computing, Distributed Systems, Software Engineering, System Architecture, SOA, DB2, Agile Methodologies, Software Development, Websphere, C++, Java, Unix, Architecture, Algorithms, Enterprise Architecture
Education
Manhattan School of Music 1969 — 1973
Bachelors, Music
Nanuet
Jennifer D'Ariano's Merrill Lynch Experience September 1995 - June 1999
Job Controller at GE
Industry Accounting
Experience
GE Real Estate June 1999 - Present
Merrill Lynch September 1995 - June 1999
Kidder Peabody January 1992 - September 1995
Skills
Financial Reporting, Variance Analysis, Financial Analysis, Auditing, US GAAP, Financial Audits, Financial Modeling, Accounting, Internal Controls, Corporate Finance, Sarbanes-Oxley Act, Financial Accounting, Finance
Education
Manhattan College 1984 — 1988
Bachelor of Science, Accounting
GE Real Estate June 1999 - Present
Merrill Lynch September 1995 - June 1999
Kidder Peabody January 1992 - September 1995
Skills
Financial Reporting, Variance Analysis, Financial Analysis, Auditing, US GAAP, Financial Audits, Financial Modeling, Accounting, Internal Controls, Corporate Finance, Sarbanes-Oxley Act, Financial Accounting, Finance
Education
Manhattan College 1984 — 1988
Bachelor of Science, Accounting
Ali Hoxhaj, CPA, CIA Ali Hoxhaj, CPA, CIA's Merrill Lynch Experience November 2002 - June 2003
Job Manager Compliance/Internal Audit
Industry Accounting
Experience
Star Gas LP October 2010 - Present
PwC September 2007 - November 2010
MBIA's Tax Department June 2006 - November 2006
PRIMEDIA CMMG June 2004 - August 2004
Merrill Lynch November 2002 - June 2003
Skills
Internal Controls, Auditing, Internal Audit, External Audit, US GAAP, Financial Reporting, Project Planning, Management, GAAP, Accounting, Financial Analysis, Financial Statements, Accounts Receivable, Microsoft Excel, Sarbanes-Oxley Act, Assurance, CPA
Education
Manhattan College 2003 — 2007
Bachelor of Science, Accounting
Star Gas LP October 2010 - Present
PwC September 2007 - November 2010
MBIA's Tax Department June 2006 - November 2006
PRIMEDIA CMMG June 2004 - August 2004
Merrill Lynch November 2002 - June 2003
Skills
Internal Controls, Auditing, Internal Audit, External Audit, US GAAP, Financial Reporting, Project Planning, Management, GAAP, Accounting, Financial Analysis, Financial Statements, Accounts Receivable, Microsoft Excel, Sarbanes-Oxley Act, Assurance, CPA
Education
Manhattan College 2003 — 2007
Bachelor of Science, Accounting
Ana P. Medrano Ana P. Medrano's Merrill Lynch Experience January 2008 - April 2010
Job Consultant at Lloyds Banking Group
Industry Investment Banking
Experience
Lloyds Banking Group January 2013 - Present
Deutsche Bank August 2011 - August 2012
UBS Financial Services April 2010 - August 2011
Merrill Lynch January 2008 - April 2010
Skills
Bloomberg, Equities, Series 7, Financial Analysis, Fixed Income, Project Management, KYC
Education
St Mary's University College, Twickenham 2011 — 2012
Postgraduate Certificate, International Business Practices
Manhattan College 2004 — 2008
Bachelor's of Science, Finance
Richmond, The American International University in London 2006 — 2006
Lloyds Banking Group January 2013 - Present
Deutsche Bank August 2011 - August 2012
UBS Financial Services April 2010 - August 2011
Merrill Lynch January 2008 - April 2010
Skills
Bloomberg, Equities, Series 7, Financial Analysis, Fixed Income, Project Management, KYC
Education
St Mary's University College, Twickenham 2011 — 2012
Postgraduate Certificate, International Business Practices
Manhattan College 2004 — 2008
Bachelor's of Science, Finance
Richmond, The American International University in London 2006 — 2006
Natalie Lariccia Natalie Lariccia's Merrill Lynch Experience January 2001 - Present
Job Vice President, Senior Financial Advisor, Chartered Retirement Planning Counselor, The Jones Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2001 - Present
Merrill Lynch January 2001 - Present
The Vindicator June 1999 - December 2000
Ohio University September 1998 - June 1999
Merrill Lynch June 1995 - December 1996
Skills
Retirement Planning, Portfolio Management, Investment Strategies, Wealth Management, Strategic Financial..., Asset Allocation, Finance, Series 7, Mutual Funds, Series 63, Business Planning, Retirement, Financial Advisory, Investments, Real Estate, Strategic Planning, Equities, Securities, Sales
Education
Ohio University 1996 — 1999
Bachelor of Science Journalism, The E.W. Scripps School of Journalism - Public Relations
Malone University
MBA, Business
Merrill Lynch January 2001 - Present
Merrill Lynch January 2001 - Present
The Vindicator June 1999 - December 2000
Ohio University September 1998 - June 1999
Merrill Lynch June 1995 - December 1996
Skills
Retirement Planning, Portfolio Management, Investment Strategies, Wealth Management, Strategic Financial..., Asset Allocation, Finance, Series 7, Mutual Funds, Series 63, Business Planning, Retirement, Financial Advisory, Investments, Real Estate, Strategic Planning, Equities, Securities, Sales
Education
Ohio University 1996 — 1999
Bachelor of Science Journalism, The E.W. Scripps School of Journalism - Public Relations
Malone University
MBA, Business
Catherine Jordan Catherine Jordan's Merrill Lynch Experience November 1989 - April 2002
Job Director at ROI Communication
Industry Public Relations and Communications
Experience
ROI Communication March 2014 - Present
Pershing, a BNY Mellon company April 2013 - March 2014
Philips Home Healthcare Solutions November 2010 - May 2012
Davis and Company May 2005 - November 2010
JPMorgan Chase January 2003 - May 2004
Merrill Lynch November 1989 - April 2002
Skills
Culture Change, Financial Services, Internal Communications, Communication Training, Marketing Communications, Human Resources, Healthcare, Strategic Communications, Corporate Communications, Communications Planning, Employee Engagement, Crisis Communications, Speech Writing, Newsletters, Change Management, Reputation Management, Strategic Planning, Research, Copywriting, Editing, Press Releases, Strategy, Social Media, Analysis, Web Content Management, Event Management, Integrated Marketing, Marketing, Leadership, Messaging, Executive-level...
Education
Seton Hall University 1999 — 2002
M.A., Corporate and Public Communications
Manhattan College 1983 — 1987
B.A., International Studies
ROI Communication March 2014 - Present
Pershing, a BNY Mellon company April 2013 - March 2014
Philips Home Healthcare Solutions November 2010 - May 2012
Davis and Company May 2005 - November 2010
JPMorgan Chase January 2003 - May 2004
Merrill Lynch November 1989 - April 2002
Skills
Culture Change, Financial Services, Internal Communications, Communication Training, Marketing Communications, Human Resources, Healthcare, Strategic Communications, Corporate Communications, Communications Planning, Employee Engagement, Crisis Communications, Speech Writing, Newsletters, Change Management, Reputation Management, Strategic Planning, Research, Copywriting, Editing, Press Releases, Strategy, Social Media, Analysis, Web Content Management, Event Management, Integrated Marketing, Marketing, Leadership, Messaging, Executive-level...
Education
Seton Hall University 1999 — 2002
M.A., Corporate and Public Communications
Manhattan College 1983 — 1987
B.A., International Studies
Maria Salvatorelli Maria Salvatorelli's Merrill Lynch Experience November 1999 - September 2004
Job Executive Assistant
Industry Banking
Experience
Merrill Lynch November 1999 - September 2004
Lehman Brothers October 1997 - November 1999
Skills
Leadership, Vendor Management, Relationship Management, Process Engineering, Process Improvement, Business Analysis, Equities, Management, Project Management, IT Management, Risk Management, IT Strategy, Fixed Income, Banking, Microsoft Office, Capital Markets, Outsourcing, Operations Management, Trading Systems, Program Management, Trading, Change Management, ITIL, Management Consulting, Customer Service, Financial Services, IT Service Management, Business Strategy, Business Process, Disaster Recovery, Enterprise Architecture, Market Data, Portfolio Management, Research, Project Portfolio..., Solution Architecture, PMO, IT Operations, Financial Analysis, Process Management, Integration, Business Continuity, Insurance, Unix, Strategic Planning, Business Process..., Service Delivery, Data Center, Negotiation, Public Speaking
Education
Manhattan College 1990 — 1994
Bachelor's Degree
Merrill Lynch November 1999 - September 2004
Lehman Brothers October 1997 - November 1999
Skills
Leadership, Vendor Management, Relationship Management, Process Engineering, Process Improvement, Business Analysis, Equities, Management, Project Management, IT Management, Risk Management, IT Strategy, Fixed Income, Banking, Microsoft Office, Capital Markets, Outsourcing, Operations Management, Trading Systems, Program Management, Trading, Change Management, ITIL, Management Consulting, Customer Service, Financial Services, IT Service Management, Business Strategy, Business Process, Disaster Recovery, Enterprise Architecture, Market Data, Portfolio Management, Research, Project Portfolio..., Solution Architecture, PMO, IT Operations, Financial Analysis, Process Management, Integration, Business Continuity, Insurance, Unix, Strategic Planning, Business Process..., Service Delivery, Data Center, Negotiation, Public Speaking
Education
Manhattan College 1990 — 1994
Bachelor's Degree
Jim Mohen's Merrill Lynch Experience 1989 - 1991
Job Six Sigma and Change Management Expert
Industry Capital Markets
Experience
Investment Banking January 2002 - Present
GE Capital August 1991 - December 2001
Merrill Lynch 1989 - 1991
Skills
Equities, Change Management, Fixed Income, Reference Data, Capital Markets, Derivatives, Program Management, Risk Management, Business Analysis, Business Process..., Finance, Due Diligence, Operational Risk, Information Technology, Project Management, SDLC, Dodd-Frank, Agile Methodologies, Operations Management, Lean Six Sigma, Business Writing, Compliance, CPA, Broadridge, Cost Basis Reporting, Commerical Real Estate, CMBS, Investment Banking, Wealth Management, Asset Management, Auditing, IT Operations, IT Strategy
Education
Manhattan College
BS, Accounting, Minor - Math & Computer Science, Magna Cum Laude
Investment Banking January 2002 - Present
GE Capital August 1991 - December 2001
Merrill Lynch 1989 - 1991
Skills
Equities, Change Management, Fixed Income, Reference Data, Capital Markets, Derivatives, Program Management, Risk Management, Business Analysis, Business Process..., Finance, Due Diligence, Operational Risk, Information Technology, Project Management, SDLC, Dodd-Frank, Agile Methodologies, Operations Management, Lean Six Sigma, Business Writing, Compliance, CPA, Broadridge, Cost Basis Reporting, Commerical Real Estate, CMBS, Investment Banking, Wealth Management, Asset Management, Auditing, IT Operations, IT Strategy
Education
Manhattan College
BS, Accounting, Minor - Math & Computer Science, Magna Cum Laude
Christine Marchiselli's Merrill Lynch Experience March 2006 - January 2009
Job Executive Director, Senior Human Resources Business Partner
Industry Human Resources
Experience
J.P. Morgan June 2010 - Present
PENCIL 2008 - Present
Bank of America Merrill Lynch January 2010 - June 2010
Bank of America Merrill Lynch January 2009 - December 2009
Merrill Lynch March 2006 - January 2009
UBS July 1999 - March 2001
Paine Webber 1989 - 1999
Education
Manhattan College
BA, English
Teachers College of Columbia University
Organizational Psychology
J.P. Morgan June 2010 - Present
PENCIL 2008 - Present
Bank of America Merrill Lynch January 2010 - June 2010
Bank of America Merrill Lynch January 2009 - December 2009
Merrill Lynch March 2006 - January 2009
UBS July 1999 - March 2001
Paine Webber 1989 - 1999
Education
Manhattan College
BA, English
Teachers College of Columbia University
Organizational Psychology
Anthony Zeoli's Merrill Lynch Experience 2000 - 2008
Job Senior Business Technology and Operations Program Manager
Industry Financial Services
Experience
Icon Information Consultants October 2014 - November 2014
Bank of America February 2010 - May 2014
Process Z Solutions December 2008 - 2009
Merrill Lynch 2000 - 2008
Merrll Lynch 1992 - 2000
Allied Signal Aerospace December 1987 - May 1992
Skills
Process Engineering, Program Management, Cross-functional Team..., Project Management, Lean Manufacturing, Six Sigma, Business Process..., SDLC, PMP, Change Management, Training, Voice of the Customer, Business Process, Management, PMO, Project Planning, Quality Assurance, Software Documentation, Business Analysis
Education
Manhattan College 1982 — 1987
Masters, Electrical Engineering
Icon Information Consultants October 2014 - November 2014
Bank of America February 2010 - May 2014
Process Z Solutions December 2008 - 2009
Merrill Lynch 2000 - 2008
Merrll Lynch 1992 - 2000
Allied Signal Aerospace December 1987 - May 1992
Skills
Process Engineering, Program Management, Cross-functional Team..., Project Management, Lean Manufacturing, Six Sigma, Business Process..., SDLC, PMP, Change Management, Training, Voice of the Customer, Business Process, Management, PMO, Project Planning, Quality Assurance, Software Documentation, Business Analysis
Education
Manhattan College 1982 — 1987
Masters, Electrical Engineering
Richard Pleffner's Merrill Lynch Experience 2006 - 2008
Job Managing Director at Pickwick Capital Partners
Industry Financial Services
Experience
Pickwick Capital Partners November 2013 - Present
Edmonds Canning January 2008 - October 2013
Merrill Lynch 2006 - 2008
Skills
Credit, Leveraged Finance, Investments, Investment Banking, Private Equity, Mergers, Corporate Finance, Valuation, Finance, Due Diligence, Venture Capital, Mergers & Acquisitions, Equities, Alternative Investments, Financial Structuring, Project Finance, Strategic Financial..., Strategy, Negotiation, Start-ups, Business Strategy, Structured Finance, Asset Management, Emerging Markets, Financial Modeling, Capital Markets, Hedge Funds, Corporate Development, IPO, Investment Management, Financial Services, Fixed Income, Portfolio Management, Investment Strategies, Investment Advisory, Financial Markets, Wealth Management, Securities, Funding, Series 7, Trading, Asset Allocation, Investor Relations, Banking, Restructuring, Financial Analysis, Risk Management
Education
Manhattan College 1971 — 1975
BA, Education
Chaminade 1967 — 1971
Pickwick Capital Partners November 2013 - Present
Edmonds Canning January 2008 - October 2013
Merrill Lynch 2006 - 2008
Skills
Credit, Leveraged Finance, Investments, Investment Banking, Private Equity, Mergers, Corporate Finance, Valuation, Finance, Due Diligence, Venture Capital, Mergers & Acquisitions, Equities, Alternative Investments, Financial Structuring, Project Finance, Strategic Financial..., Strategy, Negotiation, Start-ups, Business Strategy, Structured Finance, Asset Management, Emerging Markets, Financial Modeling, Capital Markets, Hedge Funds, Corporate Development, IPO, Investment Management, Financial Services, Fixed Income, Portfolio Management, Investment Strategies, Investment Advisory, Financial Markets, Wealth Management, Securities, Funding, Series 7, Trading, Asset Allocation, Investor Relations, Banking, Restructuring, Financial Analysis, Risk Management
Education
Manhattan College 1971 — 1975
BA, Education
Chaminade 1967 — 1971
Siji Ambalathingal's Merrill Lynch Experience June 2007 - May 2008
Job Principal Engineer Technical Yahoo!
Industry Information Technology and Services
Experience
Yahoo! May 2008 - Present
Merrill Lynch June 2007 - May 2008
Resolution Health Inc 2005 - 2007
Mccue Systems Inc 2004 - 2005
Wipro Technologies 1999 - 2000
Skills
SQL
Education
Mahatma Gandhi University
B.Tech, Computer Science & Engineering
Yahoo! May 2008 - Present
Merrill Lynch June 2007 - May 2008
Resolution Health Inc 2005 - 2007
Mccue Systems Inc 2004 - 2005
Wipro Technologies 1999 - 2000
Skills
SQL
Education
Mahatma Gandhi University
B.Tech, Computer Science & Engineering
Bob Atiyeh's Merrill Lynch Experience March 2008 - Present
Job Developer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch March 2008 - Present
Hartford Life in Windsor, CT 2006 - Present
TheHartford 2006 - Present
AdminServer 2006 - Present
Vertex Consulting July 1999 - Present
VERTEX Inc 1999 - Present
CIGNA 2011 - 2012
The Hartford 2007 - 2008
The Hartford Insurance Group 2007 - 2008
Pfizer 2005 - 2006
Skills
VB.NET, SQL, .NET, Programming, Testing, Requirements Analysis, C#, SQL Server, JavaScript, DB2
Education
AdminServer 2006 — 2006
Course & Assignment, Admin Server Training + Development
Visual Studio .NET 2004 — 2004
5 Day Course, Visual Basic .NET
Oracle 1995 — 1995
5 Day Course, Oracle
Rensselaer Polytechnic Institute at Hartford 1982 — 1984
MSCS, Computer Science
Rensselaer Polytechnic Institute at Hartford 1980 — 1982
MSEE, Engineering
Manhattan College 1975 — 1979
Gateway Community College
Merrill Lynch March 2008 - Present
Hartford Life in Windsor, CT 2006 - Present
TheHartford 2006 - Present
AdminServer 2006 - Present
Vertex Consulting July 1999 - Present
VERTEX Inc 1999 - Present
CIGNA 2011 - 2012
The Hartford 2007 - 2008
The Hartford Insurance Group 2007 - 2008
Pfizer 2005 - 2006
Skills
VB.NET, SQL, .NET, Programming, Testing, Requirements Analysis, C#, SQL Server, JavaScript, DB2
Education
AdminServer 2006 — 2006
Course & Assignment, Admin Server Training + Development
Visual Studio .NET 2004 — 2004
5 Day Course, Visual Basic .NET
Oracle 1995 — 1995
5 Day Course, Oracle
Rensselaer Polytechnic Institute at Hartford 1982 — 1984
MSCS, Computer Science
Rensselaer Polytechnic Institute at Hartford 1980 — 1982
MSEE, Engineering
Manhattan College 1975 — 1979
Gateway Community College
Ron Cutro's Merrill Lynch Experience January 2001 - May 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2009 - Present
Nomura Holding America Inc. May 2004 - April 2009
Merrill Lynch January 2001 - May 2004
Sanwa Financial Products May 1999 - November 2000
Depository Trust Company July 1998 - May 1999
Rabobank International November 1996 - July 1998
Rabobank International June 1994 - November 1996
The Fukutoku Bank, Ltd. December 1990 - June 1994
Skills
Securities, Leadership, Risk Management, Management, Internal Controls, Program Management, Investment Banking, Auditing, Fixed Income, Operational Risk, Internal Audit, Project Management, Asset Management, Middle Office, OFAC, Financial Risk, Equities, Portfolio Management, Trading, Capital Markets
Education
Manhattan College 1986 — 1990
Bachelor of Science (BS), Finance / Economics
Tenafly High School 1982 — 1986
Tenafly Schools 1982 — 1986
Morgan Stanley July 2009 - Present
Nomura Holding America Inc. May 2004 - April 2009
Merrill Lynch January 2001 - May 2004
Sanwa Financial Products May 1999 - November 2000
Depository Trust Company July 1998 - May 1999
Rabobank International November 1996 - July 1998
Rabobank International June 1994 - November 1996
The Fukutoku Bank, Ltd. December 1990 - June 1994
Skills
Securities, Leadership, Risk Management, Management, Internal Controls, Program Management, Investment Banking, Auditing, Fixed Income, Operational Risk, Internal Audit, Project Management, Asset Management, Middle Office, OFAC, Financial Risk, Equities, Portfolio Management, Trading, Capital Markets
Education
Manhattan College 1986 — 1990
Bachelor of Science (BS), Finance / Economics
Tenafly High School 1982 — 1986
Tenafly Schools 1982 — 1986
Brad Fullilove's Merrill Lynch Experience 2000 - 2000
Job Experienced IT Professional
Industry Information Technology and Services
Experience
Saint Gorilla November 2009 - June 2012
Ventura Technology October 2010 - July 2011
Maga Design August 2010 - July 2011
CYVIZ LLC July 2009 - November 2009
Footprint Technologies LLC January 2007 - July 2009
Blackboard, LLC October 2006 - January 2007
Ipreo/Hemscott Inc January 2003 - October 2006
Howard Hughes Medical Institute 2002 - 2002
Merrill Lynch 2000 - 2000
Skills
Oracle SQL, T-SQL, SQL Server, CRM, Management, Sales, Strategic Planning, SQL, Microsoft SQL Server, Consulting, Databases, Enterprise Software, Analysis, JavaScript, Project Management, SharePoint
Education
The Institute of World Politics 2003 — 2005
Masters Candidate, Statecraft and World Politics
University of Georgia - Terry College of Business 1998 — 2000
BBA International Business, Finance and Spanish
Manhattan College 1999 — 1999
Summer Internship, Finance
Universidad Complutense de Madrid 1999 — 1999
Language Certificate, Spanish
Young Harris College 1996 — 1998
AS, Liberal Arts
Saint Gorilla November 2009 - June 2012
Ventura Technology October 2010 - July 2011
Maga Design August 2010 - July 2011
CYVIZ LLC July 2009 - November 2009
Footprint Technologies LLC January 2007 - July 2009
Blackboard, LLC October 2006 - January 2007
Ipreo/Hemscott Inc January 2003 - October 2006
Howard Hughes Medical Institute 2002 - 2002
Merrill Lynch 2000 - 2000
Skills
Oracle SQL, T-SQL, SQL Server, CRM, Management, Sales, Strategic Planning, SQL, Microsoft SQL Server, Consulting, Databases, Enterprise Software, Analysis, JavaScript, Project Management, SharePoint
Education
The Institute of World Politics 2003 — 2005
Masters Candidate, Statecraft and World Politics
University of Georgia - Terry College of Business 1998 — 2000
BBA International Business, Finance and Spanish
Manhattan College 1999 — 1999
Summer Internship, Finance
Universidad Complutense de Madrid 1999 — 1999
Language Certificate, Spanish
Young Harris College 1996 — 1998
AS, Liberal Arts
Joe Kelly's Merrill Lynch Experience 1987 - 1991
Job CTO at MKP Capital Management LLC
Industry Financial Services
Experience
MKP Capital Management August 2007 - Present
UBS October 2006 - August 2007
ABN Futures May 2004 - October 2006
Goldman Sachs 1991 - 2004
Merrill Lynch 1987 - 1991
IBM 1984 - 1987
Education
Manhattan College 1980 — 1984
Bachelor of Science (B.S.), Mathematics
MKP Capital Management August 2007 - Present
UBS October 2006 - August 2007
ABN Futures May 2004 - October 2006
Goldman Sachs 1991 - 2004
Merrill Lynch 1987 - 1991
IBM 1984 - 1987
Education
Manhattan College 1980 — 1984
Bachelor of Science (B.S.), Mathematics
Tom Fahey's Merrill Lynch Experience February 2008 - February 2011
Job Director, Merrill Lynch Wealth Management Technology
Industry Financial Services
Experience
Merrill Lynch / Bank of America March 2011 - Present
Merrill Lynch February 2008 - February 2011
Merrill Lynch April 1998 - February 2008
Salomon Brothers March 1996 - March 1998
The Chase Manhattan Bank April 1992 - February 1996
Skills
Trading Systems, Wealth Management, Strategy, Fixed Income, Equities, Investment Banking, SDLC, Business Analysis, Portfolio Management, Risk Management, Series 7, Derivatives, Capital Markets, Financial Services
Education
Manhattan College 1987 — 1991
B.S., Economics/General
Merrill Lynch / Bank of America March 2011 - Present
Merrill Lynch February 2008 - February 2011
Merrill Lynch April 1998 - February 2008
Salomon Brothers March 1996 - March 1998
The Chase Manhattan Bank April 1992 - February 1996
Skills
Trading Systems, Wealth Management, Strategy, Fixed Income, Equities, Investment Banking, SDLC, Business Analysis, Portfolio Management, Risk Management, Series 7, Derivatives, Capital Markets, Financial Services
Education
Manhattan College 1987 — 1991
B.S., Economics/General
James Carchedi's Merrill Lynch Experience September 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Education
Malone University 1996 — 2000
Merrill Lynch September 2007 - Present
Education
Malone University 1996 — 2000
Billy Guarini's Merrill Lynch Experience January 2000 - April 2002
Job VP at Knight Equity Markets
Industry Financial Services
Experience
Knight Equity Markets 2002 - Present
Merrill Lynch January 2000 - April 2002
Skills
Series 7, Series 63, Series 55, Series 24, Equities, Hedge Funds, Electronic Trading, Trading, Equity Trading, Trading Systems, Fixed Income, Bloomberg, Securities, Investments, Capital Markets, FINRA
Education
Manhattan College 1993 — 1997
Bachelor's degree, Accounting and Finance
Manhattan College 1993 — 1997
Bachelor's degree, Accounting and Finance
Knight Equity Markets 2002 - Present
Merrill Lynch January 2000 - April 2002
Skills
Series 7, Series 63, Series 55, Series 24, Equities, Hedge Funds, Electronic Trading, Trading, Equity Trading, Trading Systems, Fixed Income, Bloomberg, Securities, Investments, Capital Markets, FINRA
Education
Manhattan College 1993 — 1997
Bachelor's degree, Accounting and Finance
Manhattan College 1993 — 1997
Bachelor's degree, Accounting and Finance
Louis Ferriello's Merrill Lynch Experience February 2007 - March 2009
Job Director Enterprise Resiliency at Bank of America
Industry Financial Services
Experience
Bank of America April 2009 - Present
Merrill Lynch February 2007 - March 2009
Education
Pace University - Lubin School of Business 1978 — 1980
MBA, Financial Management
Manhattan College 1973 — 1977
BS, Economics and Financial Systems
Bank of America April 2009 - Present
Merrill Lynch February 2007 - March 2009
Education
Pace University - Lubin School of Business 1978 — 1980
MBA, Financial Management
Manhattan College 1973 — 1977
BS, Economics and Financial Systems
Sunil Varughese's Merrill Lynch Experience May 2008 - Present
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 2008 - Present
Credit Suisse August 2004 - May 2008
Merrill Lynch April 2002 - August 2004
AMS 2001 - 2002
Ampersand 2000 - 2001
Value software 1997 - 1999
Skills
Management, Team Building, SDLC, Fixed Income, Enterprise Architecture, Business Analysis, IT Strategy, Investment Banking, Software Project..., Web Development, Microsoft Technologies, New Account Opening, MBS, Secondary Mortgage..., Software Architectural..., Sybase, Trading Systems
Education
Mangalore University 1994 — 1997
Master of Computer Applications, Computers
Merrill Lynch May 2008 - Present
Credit Suisse August 2004 - May 2008
Merrill Lynch April 2002 - August 2004
AMS 2001 - 2002
Ampersand 2000 - 2001
Value software 1997 - 1999
Skills
Management, Team Building, SDLC, Fixed Income, Enterprise Architecture, Business Analysis, IT Strategy, Investment Banking, Software Project..., Web Development, Microsoft Technologies, New Account Opening, MBS, Secondary Mortgage..., Software Architectural..., Sybase, Trading Systems
Education
Mangalore University 1994 — 1997
Master of Computer Applications, Computers
Emilie Christenson's Merrill Lynch Experience 1990 - 2001
Job Fashion Savvy Entrepreneur
Industry Apparel & Fashion
Experience
Jaffi's & Kyds & Boob-eez 2000 - Present
Merrill Lynch 1990 - 2001
Skills
Fashion, Merchandising, Retail, Social Media Marketing, Social Media, Marketing Strategy, Advertising, Public Relations, Marketing, Customer Service, Sales, Marketing Communications, Event Planning, Brand Development, Wholesale, Sales Management, Event Management, Social Networking, Product Development, Microsoft Office, Negotiation, Apparel, Small Business
Education
Manhattan College 1986 — 1990
Jaffi's & Kyds & Boob-eez 2000 - Present
Merrill Lynch 1990 - 2001
Skills
Fashion, Merchandising, Retail, Social Media Marketing, Social Media, Marketing Strategy, Advertising, Public Relations, Marketing, Customer Service, Sales, Marketing Communications, Event Planning, Brand Development, Wholesale, Sales Management, Event Management, Social Networking, Product Development, Microsoft Office, Negotiation, Apparel, Small Business
Education
Manhattan College 1986 — 1990
Fred Pulzello, MBA, CRM, IGP's Merrill Lynch Experience March 1993 - April 2000
Job Chair of the Board at ARMA International
Industry Information Technology and Services
Experience
ARMA International July 2015 - Present
BNY Mellon August 2014 - Present
ARMA International July 2014 - June 2015
Archive Systems, Inc. April 2012 - August 2014
ARMA International July 2013 - June 2014
ARMA International July 2008 - June 2012
MicroLink LLC November 2010 - April 2012
Recvizion May 2009 - November 2010
Morgan Stanley April 2000 - May 2009
Merrill Lynch March 1993 - April 2000
Skills
Captiva, Records Management, Document Management, Litigation Support, Vendor Management, Integration, Business Analysis, Process Improvement, Project Management, Risk Management, Business Process..., Change Management, Strategic Planning, Information Management, SharePoint, Program Management, Knowledge Management, Governance, Team Leadership, Team Building, OmniRim, Meridio, Autonomy IDOL, Compliance, Information Governance, Strategic Consulting, Process Consulting, Cloud Computing, ECM, SaaS, Strategy, Requirements Analysis, Professional Services, Policy, Management Consulting, Management, Analysis, Archives, Budgets, Business Process, Consulting, Disaster Recovery, Enterprise Architecture, Enterprise Content..., Enterprise Software, Information Technology, Leadership
Education
Seton Hall University 1983 — 1988
MBA, Finance
Manhattan College 1978 — 1982
BS, Computer Information Systems
ARMA International July 2015 - Present
BNY Mellon August 2014 - Present
ARMA International July 2014 - June 2015
Archive Systems, Inc. April 2012 - August 2014
ARMA International July 2013 - June 2014
ARMA International July 2008 - June 2012
MicroLink LLC November 2010 - April 2012
Recvizion May 2009 - November 2010
Morgan Stanley April 2000 - May 2009
Merrill Lynch March 1993 - April 2000
Skills
Captiva, Records Management, Document Management, Litigation Support, Vendor Management, Integration, Business Analysis, Process Improvement, Project Management, Risk Management, Business Process..., Change Management, Strategic Planning, Information Management, SharePoint, Program Management, Knowledge Management, Governance, Team Leadership, Team Building, OmniRim, Meridio, Autonomy IDOL, Compliance, Information Governance, Strategic Consulting, Process Consulting, Cloud Computing, ECM, SaaS, Strategy, Requirements Analysis, Professional Services, Policy, Management Consulting, Management, Analysis, Archives, Budgets, Business Process, Consulting, Disaster Recovery, Enterprise Architecture, Enterprise Content..., Enterprise Software, Information Technology, Leadership
Education
Seton Hall University 1983 — 1988
MBA, Finance
Manhattan College 1978 — 1982
BS, Computer Information Systems
Mario Pati's Merrill Lynch Experience 1998 - 2007
Job Chief Compliance Officer at Guidepoint Global LLC
Industry Financial Services
Experience
Guidepoint Global LLC June 2009 - Present
Standard & Poor's June 2007 - May 2009
Merrill Lynch 1998 - 2007
Education
Manhattan College 1994 — 1998
Guidepoint Global LLC June 2009 - Present
Standard & Poor's June 2007 - May 2009
Merrill Lynch 1998 - 2007
Education
Manhattan College 1994 — 1998
Jose Minaya's Merrill Lynch Experience June 1999 - August 2001
Job Senior Managing Director Head of Private Markets Asset Management at TIAACREF
Industry Investment Management
Experience
Churchill Asset Management April 2015 - Present
TIAA-CREF January 2014 - Present
GreenWood Resources August 2012 - Present
Westchester Group Investment Management 2010 - Present
Silverado Premium Properties 2008 - Present
Radar Propriedades Agrícolas S.A. - COSAN Group 2008 - Present
TIAA-CREF 2004 - 2014
AIG Global Investment Group September 2001 - October 2004
Merrill Lynch June 1999 - August 2001
JPMorgan Chase August 1994 - July 1998
Skills
Asset Managment, Private Equity, Alternative Investments, Valuation, Investments, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Manhattan College 1990 — 1994
BS, Finance
Cardinal Hayes 1985 — 1989
Churchill Asset Management April 2015 - Present
TIAA-CREF January 2014 - Present
GreenWood Resources August 2012 - Present
Westchester Group Investment Management 2010 - Present
Silverado Premium Properties 2008 - Present
Radar Propriedades Agrícolas S.A. - COSAN Group 2008 - Present
TIAA-CREF 2004 - 2014
AIG Global Investment Group September 2001 - October 2004
Merrill Lynch June 1999 - August 2001
JPMorgan Chase August 1994 - July 1998
Skills
Asset Managment, Private Equity, Alternative Investments, Valuation, Investments, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Manhattan College 1990 — 1994
BS, Finance
Cardinal Hayes 1985 — 1989
Neha Kowal's Merrill Lynch Experience Event ManagerJP MorganSeptember 2000 - October 2003
Job Vice President at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch Event ManagerJP MorganSeptember 2000 - October 2003
Education
Manhattan College 1991 — 1993
Merrill Lynch Event ManagerJP MorganSeptember 2000 - October 2003
Education
Manhattan College 1991 — 1993
Chris Moriarty's Merrill Lynch Experience May 2000 - March 2002
Job Chief Financial Officer at Meridian Risk Management Inc.
Industry Accounting
Experience
Meridian Risk Management Inc. January 2014 - Present
Westchester Community College March 2006 - Present
Financial Resources March 2002 - Present
Merrill Lynch May 2000 - March 2002
Morgan Stanley July 1998 - May 2000
Skills
Quickbooks, Management Consulting, Accounting, Bookkeeping, Budgeting, Management, Finance, Strategic Planning
Education
Manhattan College 1988 — 1993
Bachelor of Arts (BA), Economics
Archbishop Stepinac High School 1984 — 1988
Meridian Risk Management Inc. January 2014 - Present
Westchester Community College March 2006 - Present
Financial Resources March 2002 - Present
Merrill Lynch May 2000 - March 2002
Morgan Stanley July 1998 - May 2000
Skills
Quickbooks, Management Consulting, Accounting, Bookkeeping, Budgeting, Management, Finance, Strategic Planning
Education
Manhattan College 1988 — 1993
Bachelor of Arts (BA), Economics
Archbishop Stepinac High School 1984 — 1988
Gillian Henry's Merrill Lynch Experience January 2007 - April 2007
Job Lead Tax Operations Specialist II at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman August 2008 - December 2012
UBS Global Asset Management May 2007 - August 2007
Merrill Lynch January 2007 - April 2007
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Securities, Bloomberg Terminal, Trading, Fixed Income, Asset Allocation, Investment Strategies, Alternative Investments, Account Reconciliation, Series 7, Finance, Accounting, Derivatives, Bloomberg, Management, Bonds, Hedge Funds, Analysis, Credit
Education
Manhattan College 2004 — 2008
Brown Brothers Harriman January 2013 - Present
Brown Brothers Harriman August 2008 - December 2012
UBS Global Asset Management May 2007 - August 2007
Merrill Lynch January 2007 - April 2007
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Securities, Bloomberg Terminal, Trading, Fixed Income, Asset Allocation, Investment Strategies, Alternative Investments, Account Reconciliation, Series 7, Finance, Accounting, Derivatives, Bloomberg, Management, Bonds, Hedge Funds, Analysis, Credit
Education
Manhattan College 2004 — 2008
Ane O'Connor's Merrill Lynch Experience 1986 - 1987
Job Sr.Executive Learning and Development
Industry Pharmaceuticals
Experience
Bayer HealthCare November 2014 - Present
Bayer HealthCare October 2012 - Present
Bayer HealthCare, Consumer Care Division August 2006 - September 2012
Bayer Consumer Care 2004 - August 2009
Bayer April 2004 - July 2008
ADP June 1995 - March 2004
Macy's East 1988 - 1996
McManners Associates, LLC January 1987 - 1988
Merrill Lynch 1986 - 1987
Skills
Performance Management, Talent Acquisition, Succession Planning, Talent Management, Employee Relations, Executive Coaching, Organizational..., Organizational..., Employee Engagement, Diversity & Inclusion, Human Resources, Leadership Development, Critical Success Factors, Change Management, Performance Improvement, Lominger Competencies, Employee Training, Onboarding, Building High..., HR Consulting, Generational Differences, Career Development, Coaching, Management, Workforce Planning, Organizational Design, ADP Payroll, Retail, Team Building, Process Improvement, Job Coaching, Screening, Sales Management, Emotional Intelligence, 360 Feedback, Sales, Cross-functional Team..., PeopleSoft, People Development, Workshop Facilitation, Training, Conflict Resolution, Executive Search, New Hire Orientations, Hiring, Culture Change, Management Development, Labor Relations, College Recruiting, Interviews
Education
Seton Hall University 1983 — 1986
Bachelor of Arts (B.A.), Criminal Justice
Manhattanville College
Political Science and Government
Bayer HealthCare November 2014 - Present
Bayer HealthCare October 2012 - Present
Bayer HealthCare, Consumer Care Division August 2006 - September 2012
Bayer Consumer Care 2004 - August 2009
Bayer April 2004 - July 2008
ADP June 1995 - March 2004
Macy's East 1988 - 1996
McManners Associates, LLC January 1987 - 1988
Merrill Lynch 1986 - 1987
Skills
Performance Management, Talent Acquisition, Succession Planning, Talent Management, Employee Relations, Executive Coaching, Organizational..., Organizational..., Employee Engagement, Diversity & Inclusion, Human Resources, Leadership Development, Critical Success Factors, Change Management, Performance Improvement, Lominger Competencies, Employee Training, Onboarding, Building High..., HR Consulting, Generational Differences, Career Development, Coaching, Management, Workforce Planning, Organizational Design, ADP Payroll, Retail, Team Building, Process Improvement, Job Coaching, Screening, Sales Management, Emotional Intelligence, 360 Feedback, Sales, Cross-functional Team..., PeopleSoft, People Development, Workshop Facilitation, Training, Conflict Resolution, Executive Search, New Hire Orientations, Hiring, Culture Change, Management Development, Labor Relations, College Recruiting, Interviews
Education
Seton Hall University 1983 — 1986
Bachelor of Arts (B.A.), Criminal Justice
Manhattanville College
Political Science and Government
John Livia's Merrill Lynch Experience April 2009 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Smith Barney March 1995 - April 2009
Education
Manhattan College 1988 — 1992
BS, Finance
Merrill Lynch April 2009 - Present
Smith Barney March 1995 - April 2009
Education
Manhattan College 1988 — 1992
BS, Finance
Thomas Trageser's Merrill Lynch Experience April 2003 - April 2011
Job Director at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2011 - Present
Merrill Lynch April 2003 - April 2011
Merrill Lynch 2003 - 2008
Goldman Sachs January 1996 - April 2003
Skills
Equities, Financial Services, Fixed Income, Financial Modeling, Investments, Portfolio Management, Risk Management, Financial Analysis, Wealth Management, Asset Management
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Manhattan College 1991 — 1994
B.S., Accounting
Bank of America Merrill Lynch April 2011 - Present
Merrill Lynch April 2003 - April 2011
Merrill Lynch 2003 - 2008
Goldman Sachs January 1996 - April 2003
Skills
Equities, Financial Services, Fixed Income, Financial Modeling, Investments, Portfolio Management, Risk Management, Financial Analysis, Wealth Management, Asset Management
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Manhattan College 1991 — 1994
B.S., Accounting
Anthony Saracco's Merrill Lynch Experience October 1981 - October 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Francesco Productions October 2001 - July 2008
Merrill Lynch October 1981 - October 2001
Maritime Overseas Corporation November 1979 - October 1981
Skills
Budgets, Computer Hardware, Community Outreach, Fundraising, Nonprofits, Accounting, Public Relations, Management, Team Building, Leadership, Project Management, Strategic Planning
Education
Manhattan College 1981 — 1984
MBA, Management Information Systems and Finance
Manhattan College 1971 — 1975
BS, Business Administration - Economics and Management
Francesco Productions October 2001 - July 2008
Merrill Lynch October 1981 - October 2001
Maritime Overseas Corporation November 1979 - October 1981
Skills
Budgets, Computer Hardware, Community Outreach, Fundraising, Nonprofits, Accounting, Public Relations, Management, Team Building, Leadership, Project Management, Strategic Planning
Education
Manhattan College 1981 — 1984
MBA, Management Information Systems and Finance
Manhattan College 1971 — 1975
BS, Business Administration - Economics and Management
Ed Comerford's Merrill Lynch Experience August 1998 - September 1999
Job Vice President at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers September 1999 - Present
Merrill Lynch August 1998 - September 1999
Merrill Lynch June 1996 - July 1998
Morgan Stanley May 1995 - June 1996
Morgan Stanley October 1993 - May 1995
Education
Manhattan College 1989 — 1993
BS, Finance, Management
Regis University 1985 — 1989
Lehman Brothers September 1999 - Present
Merrill Lynch August 1998 - September 1999
Merrill Lynch June 1996 - July 1998
Morgan Stanley May 1995 - June 1996
Morgan Stanley October 1993 - May 1995
Education
Manhattan College 1989 — 1993
BS, Finance, Management
Regis University 1985 — 1989
Hussain Nazeer Kizhakkedathu's Merrill Lynch Experience 2003 - 2009
Job Owner & Partner at Kochi Consulting LLC
Industry Financial Services
Experience
UBS Owner & PartnerKochi Consulting LLCMarch 2009 - Present
Merrill Lynch 2003 - 2009
Education
College of Engineering Trivandrum 1994 — 1997
Master of Computer Applications (M.C.A.), Computer Science
IHRDE 1993 — 1994
Post Graduate Diploma, Computer Applications
Mahatma Gandhi University 1989 — 1992
Bachelor of Science (B.Sc.), Physics
UBS Owner & PartnerKochi Consulting LLCMarch 2009 - Present
Merrill Lynch 2003 - 2009
Education
College of Engineering Trivandrum 1994 — 1997
Master of Computer Applications (M.C.A.), Computer Science
IHRDE 1993 — 1994
Post Graduate Diploma, Computer Applications
Mahatma Gandhi University 1989 — 1992
Bachelor of Science (B.Sc.), Physics
Reshmi Menon's Merrill Lynch Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Education
Maharashtra Institute of Technology 1998 — 2000
MBA, marketing
Merrill Lynch 2008 - Present
Education
Maharashtra Institute of Technology 1998 — 2000
MBA, marketing
Adam Edgemont's Merrill Lynch Experience April 2006 - November 2007
Job Vice President, Commercial Underwriter at Santander Bank
Industry Commercial Real Estate
Experience
Santander Bank, N.A. July 2012 - Present
Arbor Commercial Mortgage June 2010 - July 2012
USI Insurance Services November 2007 - June 2010
Merrill Lynch April 2006 - November 2007
Ameriquest Mortgage Company Ameriquest Mortgage July 2004 - April 2006
Skills
Financial Modeling, Underwriting, Finance, Credit, Due Diligence, Financial Analysis, Valuation, Credit Analysis, Real Estate, Risk Management
Education
Manhattanville College 2000 — 2004
B.A., Finance/Management, 3.9 GPA
Iona Preparatory 1996 — 2000
Santander Bank, N.A. July 2012 - Present
Arbor Commercial Mortgage June 2010 - July 2012
USI Insurance Services November 2007 - June 2010
Merrill Lynch April 2006 - November 2007
Ameriquest Mortgage Company Ameriquest Mortgage July 2004 - April 2006
Skills
Financial Modeling, Underwriting, Finance, Credit, Due Diligence, Financial Analysis, Valuation, Credit Analysis, Real Estate, Risk Management
Education
Manhattanville College 2000 — 2004
B.A., Finance/Management, 3.9 GPA
Iona Preparatory 1996 — 2000
Tim Long's Merrill Lynch Experience September 1996 - September 2000
Job Managing Director at BMO Capital Markets
Industry Telecommunications
Experience
BMO Capital Markets June 2009 - Present
Banc of America Securities September 2003 - May 2009
Credit Suisse First Boston September 2000 - September 2003
Merrill Lynch September 1996 - September 2000
Bellcore March 1995 - September 1996
Raytheon June 1991 - March 1995
Skills
Asset Management, Corporate Finance, Fixed Income, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Trading, Valuation, SDLC, Mutual Funds, Investment Banking, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance and Management
Manhattan College 1987 — 1991
BS, Electrical Engineering
BMO Capital Markets June 2009 - Present
Banc of America Securities September 2003 - May 2009
Credit Suisse First Boston September 2000 - September 2003
Merrill Lynch September 1996 - September 2000
Bellcore March 1995 - September 1996
Raytheon June 1991 - March 1995
Skills
Asset Management, Corporate Finance, Fixed Income, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Trading, Valuation, SDLC, Mutual Funds, Investment Banking, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance and Management
Manhattan College 1987 — 1991
BS, Electrical Engineering
Jennifer Nally's Merrill Lynch Experience 1996 - 2000
Job Vice President, Global Event Marketing at Citi
Industry Events Services
Experience
Citi April 2012 - Present
Ultramar Travel Management September 2010 - December 2011
KPMG February 2007 - September 2009
Citigroup 2000 - 2007
Merrill Lynch 1996 - 2000
Skills
Contract Negotiations, Event Management, Budgeting, Meeting Management, Meeting Planning, Food & Beverage, Speakers, Site Selection
Education
Manhattan College 1991 — 1995
BA, Communications
New Jersey City University
Teacher
New York University
Meeting and Event Planning
Citi April 2012 - Present
Ultramar Travel Management September 2010 - December 2011
KPMG February 2007 - September 2009
Citigroup 2000 - 2007
Merrill Lynch 1996 - 2000
Skills
Contract Negotiations, Event Management, Budgeting, Meeting Management, Meeting Planning, Food & Beverage, Speakers, Site Selection
Education
Manhattan College 1991 — 1995
BA, Communications
New Jersey City University
Teacher
New York University
Meeting and Event Planning
Matthew Filos's Merrill Lynch Experience July 2007 - September 2009
Job EVP, Head of Rewards, Citizens Bank
Industry Financial Services
Experience
Royal Bank of Scotland August 2011 - Present
Royal Bank of Scotland November 2009 - August 2011
Bank of America September 1995 - November 2009
Merrill Lynch July 2007 - September 2009
Merrill Lynch September 2006 - July 2007
Merrill Lynch July 2001 - September 2006
Merrill Lynch September 1999 - July 2001
Skills
Deferred Compensation, Vendor Management, Human Resources, Organizational..., Risk Management, Performance Management, Change Management, Financial Services, Leadership, Mergers & Acquisitions, Banking, Equities, Strategy, Talent Management, Succession Planning, Process Improvement, Management, Recruiting, HRIS, Employee Benefits, Enterprise Software, Employee Engagement, Talent Acquisition
Education
Manhattan College 1982 — 1986
BS, Chemistry
Royal Bank of Scotland August 2011 - Present
Royal Bank of Scotland November 2009 - August 2011
Bank of America September 1995 - November 2009
Merrill Lynch July 2007 - September 2009
Merrill Lynch September 2006 - July 2007
Merrill Lynch July 2001 - September 2006
Merrill Lynch September 1999 - July 2001
Skills
Deferred Compensation, Vendor Management, Human Resources, Organizational..., Risk Management, Performance Management, Change Management, Financial Services, Leadership, Mergers & Acquisitions, Banking, Equities, Strategy, Talent Management, Succession Planning, Process Improvement, Management, Recruiting, HRIS, Employee Benefits, Enterprise Software, Employee Engagement, Talent Acquisition
Education
Manhattan College 1982 — 1986
BS, Chemistry
Meghan Bergman's Merrill Lynch Experience May 2007 - August 2007
Job Accounting Analyst at The Metropolitan Museum of Art
Industry Financial Services
Experience
The Metropolitan Museum of Art September 2010 - Present
AllianceBernstein May 2008 - January 2010
Diversified Investment Advisors 2008 - 2008
Merrill Lynch May 2007 - August 2007
IVI International 2005 - 2007
Skills
Accounting, Fund Accounting, Finance, Financial Analysis, Financial Reporting, Financial Statements, Asset Management, Account Reconciliation, Cash Management, Employee Training, Financial Accounting, Equities, Microsoft Excel, General Ledger, Endowments, Bloomberg, Due Diligence, Corporate Finance, Auditing, Lawson General Ledger, Peachtree, Acquisitions, Microsoft Office, WebEx, Workday, QuickBooks
Education
Manhattanville College 2004 — 2008
BA, Finance
The Metropolitan Museum of Art September 2010 - Present
AllianceBernstein May 2008 - January 2010
Diversified Investment Advisors 2008 - 2008
Merrill Lynch May 2007 - August 2007
IVI International 2005 - 2007
Skills
Accounting, Fund Accounting, Finance, Financial Analysis, Financial Reporting, Financial Statements, Asset Management, Account Reconciliation, Cash Management, Employee Training, Financial Accounting, Equities, Microsoft Excel, General Ledger, Endowments, Bloomberg, Due Diligence, Corporate Finance, Auditing, Lawson General Ledger, Peachtree, Acquisitions, Microsoft Office, WebEx, Workday, QuickBooks
Education
Manhattanville College 2004 — 2008
BA, Finance
Edward Comerford's Merrill Lynch Experience June 1996 - August 1999
Job Vice President at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities March 2009 - Present
Barclays Capital October 2008 - January 2009
Lehman Brothers September 1999 - September 2008
Merrill Lynch June 1996 - August 1999
Education
Manhattan College 1989 — 1993
BS, Finance
Deutsche Bank Securities March 2009 - Present
Barclays Capital October 2008 - January 2009
Lehman Brothers September 1999 - September 2008
Merrill Lynch June 1996 - August 1999
Education
Manhattan College 1989 — 1993
BS, Finance
Alicia Vecchio's Merrill Lynch Experience September 2006 - February 2010
Job Corporate Development at Harmless Harvest
Industry Financial Services
Experience
Harmless Harvest November 2014 - Present
The Blackstone Group January 2012 - November 2014
The Blackstone Group February 2010 - December 2011
Merrill Lynch September 2006 - February 2010
Skills
Valuation, Investments, Investment Banking, Financial Modeling, Hedge Funds, Analysis, Capital IQ, Mergers & Acquisitions, Economics, Options, Finance, Alternative Investments, Private Equity, Bloomberg, Fixed Income, Asset Management
Education
Manhattan College
BA, History
Harmless Harvest November 2014 - Present
The Blackstone Group January 2012 - November 2014
The Blackstone Group February 2010 - December 2011
Merrill Lynch September 2006 - February 2010
Skills
Valuation, Investments, Investment Banking, Financial Modeling, Hedge Funds, Analysis, Capital IQ, Mergers & Acquisitions, Economics, Options, Finance, Alternative Investments, Private Equity, Bloomberg, Fixed Income, Asset Management
Education
Manhattan College
BA, History
Nino Migoya's Merrill Lynch Experience July 2007 - November 2008
Job at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
JP Morgan Chase - Chase Investment Services October 2009 - May 2010
Merrill Lynch July 2007 - November 2008
Merrill Lynch August 2004 - July 2007
Merrill Lynch June 2002 - August 2004
Merrill Lynch May 2000 - June 2002
UBS Warburg April 1998 - May 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance/International Business
Manhattan College 1981 — 1985
Bachelor of Engineering, Chemical Engineering
Morgan Stanley Wealth Management May 2010 - Present
JP Morgan Chase - Chase Investment Services October 2009 - May 2010
Merrill Lynch July 2007 - November 2008
Merrill Lynch August 2004 - July 2007
Merrill Lynch June 2002 - August 2004
Merrill Lynch May 2000 - June 2002
UBS Warburg April 1998 - May 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance/International Business
Manhattan College 1981 — 1985
Bachelor of Engineering, Chemical Engineering
Ronald Colonna, CFA's Merrill Lynch Experience September 2005 - October 2009
Job Managing Director Fixed Income at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank November 2010 - Present
UBS October 2009 - November 2010
Merrill Lynch September 2005 - October 2009
Morgan Stanley September 1998 - September 2005
Foster Wheeler June 1997 - September 1998
Skills
Fixed Income, Asset Allocation, Bonds, Investments, Investment Strategies, Wealth Management..., Equities, High Net Worth..., Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Series 7, Derivatives, Mutual Funds, Valuation, Wealth Management
Education
Manhattan College 1993 — 1997
BS, Chemical Engineering (minor:Chemistry)
Saint Joseph Regional H.S. 1989 — 1993
Deutsche Bank November 2010 - Present
UBS October 2009 - November 2010
Merrill Lynch September 2005 - October 2009
Morgan Stanley September 1998 - September 2005
Foster Wheeler June 1997 - September 1998
Skills
Fixed Income, Asset Allocation, Bonds, Investments, Investment Strategies, Wealth Management..., Equities, High Net Worth..., Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Series 7, Derivatives, Mutual Funds, Valuation, Wealth Management
Education
Manhattan College 1993 — 1997
BS, Chemical Engineering (minor:Chemistry)
Saint Joseph Regional H.S. 1989 — 1993
Joseph Aurilia CPA's Merrill Lynch Experience 2002 - 2004
Job VicePresident at FJC Security Services, Inc.
Industry Staffing and Recruiting
Experience
FJC Security Services, Inc. 2013 - Present
Adecco October 2004 - 2013
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
Merrill Lynch 1993 - 2000
Merrill Lynch 1987 - 1993
Deloitte 1984 - 1987
Skills
Recruiting, Staffing Services, Temporary Staffing, Technical Recruiting, Talent Acquisition, Strategy, Mergers & Acquisitions, Management, Finance, Forecasting, Leadership, Financial Reporting, Accounting, Budgets, Payroll
Education
Manhattan College
Bachelor of Science (B.S.), Accounting
ST. John's University
Master of Business Administration (MBA), Taxation
FJC Security Services, Inc. 2013 - Present
Adecco October 2004 - 2013
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
Merrill Lynch 1993 - 2000
Merrill Lynch 1987 - 1993
Deloitte 1984 - 1987
Skills
Recruiting, Staffing Services, Temporary Staffing, Technical Recruiting, Talent Acquisition, Strategy, Mergers & Acquisitions, Management, Finance, Forecasting, Leadership, Financial Reporting, Accounting, Budgets, Payroll
Education
Manhattan College
Bachelor of Science (B.S.), Accounting
ST. John's University
Master of Business Administration (MBA), Taxation
Peter Barbieri's Merrill Lynch Experience August 2008 - March 2009
Job Managing Director Expense Management at Citigroup
Industry Financial Services
Experience
Merrill Lynch August 2008 - March 2009
Merrill Lynch January 2006 - August 2008
Merrill Lynch August 2003 - January 2006
Merrill Lynch September 1998 - July 2003
Lehman Brothers July 1993 - August 1997
Lehman Brothers April 1989 - July 1993
Arthur Andersen & Co. 1983 - 1986
Skills
Operating Model Review, Expense Management, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Accounting, Finance
Manhattanville College 1978 — 1981
BA, Economics, Political Science
Merrill Lynch August 2008 - March 2009
Merrill Lynch January 2006 - August 2008
Merrill Lynch August 2003 - January 2006
Merrill Lynch September 1998 - July 2003
Lehman Brothers July 1993 - August 1997
Lehman Brothers April 1989 - July 1993
Arthur Andersen & Co. 1983 - 1986
Skills
Operating Model Review, Expense Management, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Accounting, Finance
Manhattanville College 1978 — 1981
BA, Economics, Political Science
Rohit Thakare's Merrill Lynch Experience January 2005 - February 2009
Job Sr. Operations Head at Quantbot Technologies LP
Industry Financial Services
Experience
Quantbot Technologies LLC July 2009 - Present
Merrill Lynch January 2005 - February 2009
Morgan Stanley July 2002 - January 2005
Morgan Stanley December 2000 - January 2002
Reliance June 1995 - December 1996
Education
The University of Akron 1997 — 2000
MS, Engineering
Maharashtra Institute of Technology 1991 — 1995
BS, Polymer
Quantbot Technologies LLC July 2009 - Present
Merrill Lynch January 2005 - February 2009
Morgan Stanley July 2002 - January 2005
Morgan Stanley December 2000 - January 2002
Reliance June 1995 - December 1996
Education
The University of Akron 1997 — 2000
MS, Engineering
Maharashtra Institute of Technology 1991 — 1995
BS, Polymer
Moira Kilcoyne's Merrill Lynch Experience May 2007 - November 2007
Job CoCIO and Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley May 2010 - April 2013
Morgan Stanley November 1989 - April 2010
Merrill Lynch May 2007 - November 2007
IBM June 1983 - November 1989
Skills
Equities, Investment Banking, IT Strategy, Fixed Income, Trading Systems, Business Continuity, Derivatives, Capital Markets, Business Analysis, Fund Of Funds, Finance, Program Management
Education
Manhattan College 1981 — 1983
BS, Mathematics
Morgan Stanley April 2013 - Present
Morgan Stanley May 2010 - April 2013
Morgan Stanley November 1989 - April 2010
Merrill Lynch May 2007 - November 2007
IBM June 1983 - November 1989
Skills
Equities, Investment Banking, IT Strategy, Fixed Income, Trading Systems, Business Continuity, Derivatives, Capital Markets, Business Analysis, Fund Of Funds, Finance, Program Management
Education
Manhattan College 1981 — 1983
BS, Mathematics
Elizabeth Dering's Merrill Lynch Experience 2001 - 2003
Job Stock Option Associate at BAC ML
Industry Financial Services
Experience
Bank of America ML 1987 - Present
Merrill Lynch 2001 - 2003
Merrill Lynch 2001 - 2003
Education
Manhattan College 1985 — 1987
Business Administration
Bank of America ML 1987 - Present
Merrill Lynch 2001 - 2003
Merrill Lynch 2001 - 2003
Education
Manhattan College 1985 — 1987
Business Administration
Lou Bancalari's Merrill Lynch Experience 1989 - 1996
Job Security Technical Design Architect (CCIE #3287)
Industry Information Technology and Services
Experience
BT Sr ConsultantThruPoint2000 - 2003
Dow Jones 1999 - 2002
International Network Services April 1996 - March 2000
Prudential Insurance 1996 - 1998
Merrill Lynch 1989 - 1996
MCI International 1987 - 1989
Skills
ITIL, WAN, Network Architecture, Cisco Technologies, Network Security, Infrastructure, LAN-WAN, Network Design, IP, Networking, Routing, MPLS, Firewalls, CCIE, VPN, Data Center, Switches, BGP, OSPF, Routers, EIGRP, Network Engineering, QoS
Education
Manhattan College 1983 — 1987
BEE, Electrical Engineering
BT Sr ConsultantThruPoint2000 - 2003
Dow Jones 1999 - 2002
International Network Services April 1996 - March 2000
Prudential Insurance 1996 - 1998
Merrill Lynch 1989 - 1996
MCI International 1987 - 1989
Skills
ITIL, WAN, Network Architecture, Cisco Technologies, Network Security, Infrastructure, LAN-WAN, Network Design, IP, Networking, Routing, MPLS, Firewalls, CCIE, VPN, Data Center, Switches, BGP, OSPF, Routers, EIGRP, Network Engineering, QoS
Education
Manhattan College 1983 — 1987
BEE, Electrical Engineering
Shri Shetty's Merrill Lynch Experience January 2002 - April 2002
Job Financial Analyst at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2006 - Present
Merrill-Lynch January 2002 - April 2002
St. Francis Hospital January 2000 - July 2000
United Way of Dutchess County September 1999 - January 2000
Jet Airways March 1998 - December 1998
Skills
Financial Reporting, Corporate Finance, Accounting, Valuation, Auditing
Education
State University of New York, New Paltz 2000 — 2002
M.B.A., Corporate Finance
Mangalore University 1995 — 1997
M.Com. (Master of Commerce), Accounting, Finance
Mangalore University 1992 — 1995
B.B.M. (Bachelor, Bachelors in Business Management
Valuation Research Corporation April 2006 - Present
Merrill-Lynch January 2002 - April 2002
St. Francis Hospital January 2000 - July 2000
United Way of Dutchess County September 1999 - January 2000
Jet Airways March 1998 - December 1998
Skills
Financial Reporting, Corporate Finance, Accounting, Valuation, Auditing
Education
State University of New York, New Paltz 2000 — 2002
M.B.A., Corporate Finance
Mangalore University 1995 — 1997
M.Com. (Master of Commerce), Accounting, Finance
Mangalore University 1992 — 1995
B.B.M. (Bachelor, Bachelors in Business Management
Christopher Jakovcic's Merrill Lynch Experience August 2010 - March 2012
Job Real Estate Finance Associate at CIBC
Industry Investment Management
Experience
CIBC March 2014 - Present
Allianz Global Investors March 2012 - February 2014
Merrill Lynch August 2010 - March 2012
Skills
Series 7, Series 6, AIF, Financial Modeling, Investments, Mutual Funds, Financial Advisory, Finance, Retirement, Equities, Analysis, 401k, Asset Management, Strategy, Microsoft Office
Education
Manhattan College 2007 — 2010
Bachelors, Finance
St. Joseph by the Sea 2003 — 2007
CIBC March 2014 - Present
Allianz Global Investors March 2012 - February 2014
Merrill Lynch August 2010 - March 2012
Skills
Series 7, Series 6, AIF, Financial Modeling, Investments, Mutual Funds, Financial Advisory, Finance, Retirement, Equities, Analysis, 401k, Asset Management, Strategy, Microsoft Office
Education
Manhattan College 2007 — 2010
Bachelors, Finance
St. Joseph by the Sea 2003 — 2007
Tonja Isola, MBA's Merrill Lynch Experience 1998 - 2001
Job Program Manager & Operations
Industry Management Consulting
Experience
Sports Domain Academy 2010 - 2014
SHOP.COM 2008 - 2011
Park Street Academy 2001 - 2009
Merrill Lynch 1998 - 2001
Cornell University Medical College 1994 - 1996
Manhattan College 1988 - 1992
Skills
Program Management, Operations Management, Human Resource..., Business Development, Strategic Planning, Vendor Management, Client Relationship..., Budget Planning,..., Microsoft Project, Software Process..., Project Management, Sales, Marketing, Schedule Control, Process Improvement, CRM, Human Resources, Event Management, Management Consulting, Fundraising, Management, Strategy, MS Project, Leadership
Education
Manhattan College 1984 — 1988
Bachelor of Science (BS), Finance & Economics
Manhattan College
Master of Business Administration, MBA, Finance/Economics
Sports Domain Academy 2010 - 2014
SHOP.COM 2008 - 2011
Park Street Academy 2001 - 2009
Merrill Lynch 1998 - 2001
Cornell University Medical College 1994 - 1996
Manhattan College 1988 - 1992
Skills
Program Management, Operations Management, Human Resource..., Business Development, Strategic Planning, Vendor Management, Client Relationship..., Budget Planning,..., Microsoft Project, Software Process..., Project Management, Sales, Marketing, Schedule Control, Process Improvement, CRM, Human Resources, Event Management, Management Consulting, Fundraising, Management, Strategy, MS Project, Leadership
Education
Manhattan College 1984 — 1988
Bachelor of Science (BS), Finance & Economics
Manhattan College
Master of Business Administration, MBA, Finance/Economics
Darko David Gojcaj's Merrill Lynch Experience October 2011 - April 2013
Job Executive Recruiter at Ascendo Resources
Industry Staffing and Recruiting
Experience
Ascendo Resources August 2015 - Present
PFS Investments December 2014 - August 2015
Ascendo Resources 2015 - 2015
Merrill Lynch October 2011 - April 2013
ONYP, Lda. 2004 - 2011
Schonfeld Securities 2001 - 2003
First New York Securities 1998 - 2001
MD Sass, Resurgent Group 1998 - 1998
SBC Warburg 1997 - 1997
neuberger berman 1996 - 1997
Skills
Alternative Investments, Asset Management, Banking, Capital Markets, Corporate Finance, Derivatives, Equities, Equity Trading, Finance, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Investment Strategies, Hedge Funds, Investments, Mutual Funds, Options, Portfolio Management, Proprietary Trading, Risk Management, Securities, Series 7, Stock Trading, Strategic Financial..., Trading, Valuation, Wealth Management, Series 63, Financial Planning
Education
Manhattan College
BS, Economics & Finance
Ascendo Resources August 2015 - Present
PFS Investments December 2014 - August 2015
Ascendo Resources 2015 - 2015
Merrill Lynch October 2011 - April 2013
ONYP, Lda. 2004 - 2011
Schonfeld Securities 2001 - 2003
First New York Securities 1998 - 2001
MD Sass, Resurgent Group 1998 - 1998
SBC Warburg 1997 - 1997
neuberger berman 1996 - 1997
Skills
Alternative Investments, Asset Management, Banking, Capital Markets, Corporate Finance, Derivatives, Equities, Equity Trading, Finance, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Investment Strategies, Hedge Funds, Investments, Mutual Funds, Options, Portfolio Management, Proprietary Trading, Risk Management, Securities, Series 7, Stock Trading, Strategic Financial..., Trading, Valuation, Wealth Management, Series 63, Financial Planning
Education
Manhattan College
BS, Economics & Finance
Steven VanCura's Merrill Lynch Experience September 2005 - Present
Job Director, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2005 - Present
JP Morgan Chase May 2001 - September 2005
Morgan Stanley February 2000 - February 2001
Skills
Banking, Uniform Combined State..., Series 7, Series 63, Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Asset Managment, Strategic Financial..., Mutual Funds, Investments, Series 24, Portfolio Management, Securities, Asset Management, Credit, Finance, Financial Planning, Fixed Income
Education
Manhattan College
BS, Finance
Merrill Lynch September 2005 - Present
JP Morgan Chase May 2001 - September 2005
Morgan Stanley February 2000 - February 2001
Skills
Banking, Uniform Combined State..., Series 7, Series 63, Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Asset Managment, Strategic Financial..., Mutual Funds, Investments, Series 24, Portfolio Management, Securities, Asset Management, Credit, Finance, Financial Planning, Fixed Income
Education
Manhattan College
BS, Finance
Michelle McKenna's Merrill Lynch Experience September 2006 - December 2006
Job Senior Operations Analyst at Kingdon Capital
Industry Financial Services
Experience
Kingdon Capital June 2015 - Present
Kingdon Capital April 2014 - June 2015
Brigade Capital Management June 2010 - January 2014
Nomura Corporate Research and Asset Management February 2008 - June 2010
New York Life Investment Management June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Equities, Portfolio Management, Investments, Trading, Finance, Bonds, Accounting, Analysis, FX Options, Settlement, Management, Hedge Funds, Asset Management, Bloomberg, Data Analysis, Alternative Investments, Project Management, Process Improvement, Derivatives, Loans, Research, Funding, Microsoft Excel, Microsoft Office, Investment Banking, Fixed Income, Capital Markets, Strategy, Outlook
Education
Manhattan College 2004 — 2008
Bachelor of Science, Finance / Economics
Kingdon Capital June 2015 - Present
Kingdon Capital April 2014 - June 2015
Brigade Capital Management June 2010 - January 2014
Nomura Corporate Research and Asset Management February 2008 - June 2010
New York Life Investment Management June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Equities, Portfolio Management, Investments, Trading, Finance, Bonds, Accounting, Analysis, FX Options, Settlement, Management, Hedge Funds, Asset Management, Bloomberg, Data Analysis, Alternative Investments, Project Management, Process Improvement, Derivatives, Loans, Research, Funding, Microsoft Excel, Microsoft Office, Investment Banking, Fixed Income, Capital Markets, Strategy, Outlook
Education
Manhattan College 2004 — 2008
Bachelor of Science, Finance / Economics
Joseph Salamone's Merrill Lynch Experience December 2006 - January 2008
Job Associate, Leveraged Credit at Jefferies LLC.
Industry Financial Services
Experience
Jefferies LLC January 2014 - Present
SecondMarket, Inc. January 2012 - March 2013
SecondMarket, Inc. November 2009 - December 2011
American Express June 2008 - August 2008
Merrill Lynch December 2006 - January 2008
Skills
Investments, Mutual Funds, Securities, Fixed Income, Trading, Hedge Funds, Municipal Bonds, Bloomberg Terminal
Education
Manhattan College 2005 — 2009
BS, Finance and International Business
Jefferies LLC January 2014 - Present
SecondMarket, Inc. January 2012 - March 2013
SecondMarket, Inc. November 2009 - December 2011
American Express June 2008 - August 2008
Merrill Lynch December 2006 - January 2008
Skills
Investments, Mutual Funds, Securities, Fixed Income, Trading, Hedge Funds, Municipal Bonds, Bloomberg Terminal
Education
Manhattan College 2005 — 2009
BS, Finance and International Business
Caryn Winterdal's Merrill Lynch Experience April 2002 - October 2003
Job Executive Assistant/Research Coordinator/Operations
Industry Financial Services
Experience
WorldQuant LLC April 2015 - Present
Elm Ridge Management April 2014 - November 2014
Alternative Investment Management February 2012 - August 2013
Emerging Sovereign Group December 2010 - September 2011
Tracer Capital October 2003 - February 2010
Merrill Lynch April 2002 - October 2003
Merrill Lynch March 2001 - April 2002
Brown Brothers Harriman January 2000 - March 2001
Wilmington Trust March 1998 - January 2000
Education
Manhattan College 1997 — 1999
MBA, Finance, General
LeMoyne College 1991 — 1995
Bachelor of Science (BS), Marketing
WorldQuant LLC April 2015 - Present
Elm Ridge Management April 2014 - November 2014
Alternative Investment Management February 2012 - August 2013
Emerging Sovereign Group December 2010 - September 2011
Tracer Capital October 2003 - February 2010
Merrill Lynch April 2002 - October 2003
Merrill Lynch March 2001 - April 2002
Brown Brothers Harriman January 2000 - March 2001
Wilmington Trust March 1998 - January 2000
Education
Manhattan College 1997 — 1999
MBA, Finance, General
LeMoyne College 1991 — 1995
Bachelor of Science (BS), Marketing
Peter Krivcov's Merrill Lynch Experience 1986 - 1992
Job Director, Asset Administration Operations at Princeton University
Industry Higher Education
Experience
Princeton University July 2011 - Present
Princeton University 2006 - July 2011
Princeton University 2002 - 2006
Princeton University 1992 - 2002
Merrill Lynch 1986 - 1992
Skills
Asset Management, Higher Education, Planned Giving, Non-profit..., Endowments, Accounting, Financial Analysis, Fundraising, Management, Strategic Planning, Nonprofits, Research, Budgets, Leadership, Project Management, Program Development, Microsoft Office, Data Analysis, Public Speaking
Education
Manhattan College 1982 — 1986
Accounting
St Peter's Boys High School 1978 — 1982
Princeton University July 2011 - Present
Princeton University 2006 - July 2011
Princeton University 2002 - 2006
Princeton University 1992 - 2002
Merrill Lynch 1986 - 1992
Skills
Asset Management, Higher Education, Planned Giving, Non-profit..., Endowments, Accounting, Financial Analysis, Fundraising, Management, Strategic Planning, Nonprofits, Research, Budgets, Leadership, Project Management, Program Development, Microsoft Office, Data Analysis, Public Speaking
Education
Manhattan College 1982 — 1986
Accounting
St Peter's Boys High School 1978 — 1982
Terrence Conroy's Merrill Lynch Experience January 1990 - May 2001
Job Director of Finance at GCAHS
Industry Management Consulting
Experience
Good Counsel Academy High School September 2010 - Present
Various Companies June 2001 - June 2010
Merrill Lynch January 1990 - May 2001
Credit Systems Department December 1982 - December 1989
Education
Pace University - Lubin School of Business 1979 — 1982
MBA, Financial Management
Manhattan College 1972 — 1976
BA, History
Good Counsel Academy High School September 2010 - Present
Various Companies June 2001 - June 2010
Merrill Lynch January 1990 - May 2001
Credit Systems Department December 1982 - December 1989
Education
Pace University - Lubin School of Business 1979 — 1982
MBA, Financial Management
Manhattan College 1972 — 1976
BA, History
Thomas Devane's Merrill Lynch Experience January 1984 - January 1986
Job at GoldPoint Capital Partners, Inc
Industry Capital Markets
Experience
GoldPoint Capital Partners, Inc September 2000 - Present
Goldpoint Capital Partners January 2000 - Present
Blaylock & Company March 2005 - March 2008
Gilford Securities January 1992 - January 2000
Lehman Brothers Chairman’s Council January 1988 - January 1992
Lehman Brothers January 1988 - January 1992
Merrill Lynch January 1984 - January 1986
Skills
Investment Banking, Private Equity, Securities, Trading, Equities, Hedge Funds, Capital, Institutional, Venture Capital, Asset Management, Financial Planning, Capital Markets, Corporate Finance, Financial Modeling, Biotechnology, Investments, Portfolio Management, Private Placements, Financial Markets, Valuation, Alternative Investments, Mergers, Financial Analysis, Equity Valuation, Structuring, IPO, Due Diligence, Series 7, Funding, Debt, Equity Capital Markets, Start-ups, Restructuring, Corporate Development, Deal Structuring, Structured Finance, Equity Trading, Special Situations, Investor Relations, Fixed Income, Equity Research
Education
NYU Stern School of Business 1984 — 1985
Securities Principals Training
Manhattan College 1976 — 1982
B.S, Business Administration/ Economics
GoldPoint Capital Partners, Inc September 2000 - Present
Goldpoint Capital Partners January 2000 - Present
Blaylock & Company March 2005 - March 2008
Gilford Securities January 1992 - January 2000
Lehman Brothers Chairman’s Council January 1988 - January 1992
Lehman Brothers January 1988 - January 1992
Merrill Lynch January 1984 - January 1986
Skills
Investment Banking, Private Equity, Securities, Trading, Equities, Hedge Funds, Capital, Institutional, Venture Capital, Asset Management, Financial Planning, Capital Markets, Corporate Finance, Financial Modeling, Biotechnology, Investments, Portfolio Management, Private Placements, Financial Markets, Valuation, Alternative Investments, Mergers, Financial Analysis, Equity Valuation, Structuring, IPO, Due Diligence, Series 7, Funding, Debt, Equity Capital Markets, Start-ups, Restructuring, Corporate Development, Deal Structuring, Structured Finance, Equity Trading, Special Situations, Investor Relations, Fixed Income, Equity Research
Education
NYU Stern School of Business 1984 — 1985
Securities Principals Training
Manhattan College 1976 — 1982
B.S, Business Administration/ Economics
Michael DiNapoli's Merrill Lynch Experience January 1992 - April 1995
Job Sr. Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2012 - Present
Morgan Stanley Smith Barney April 1995 - December 2012
Merrill Lynch January 1992 - April 1995
Education
Manhattan College 1987 — 1991
Bachelor's degree
CBA Albany, NY 1983 — 1987
UBS December 2012 - Present
Morgan Stanley Smith Barney April 1995 - December 2012
Merrill Lynch January 1992 - April 1995
Education
Manhattan College 1987 — 1991
Bachelor's degree
CBA Albany, NY 1983 — 1987
Amber Nath's Merrill Lynch Experience January 2007 - May 2007
Job at Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
Wells Fargo October 2012 - March 2013
PwC June 2011 - October 2012
Morgan Stanley July 2007 - July 2011
Merrill Lynch January 2007 - May 2007
Skills
Product Control, Accounts Payable, Broker-Dealer, Capital Budgeting, Financial Planners, Auditing, Financial Analysis, Financial Audits, Financial Services, IT Audit, Financial Reporting, Internal Audit, Internal Controls, Operational Risk, Risk Management, Leadership, SEC filings, Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act, Financial Planning
Education
Manhattan College 2003 — 2007
Economics, Finance, and CIS
Bank of America April 2013 - Present
Wells Fargo October 2012 - March 2013
PwC June 2011 - October 2012
Morgan Stanley July 2007 - July 2011
Merrill Lynch January 2007 - May 2007
Skills
Product Control, Accounts Payable, Broker-Dealer, Capital Budgeting, Financial Planners, Auditing, Financial Analysis, Financial Audits, Financial Services, IT Audit, Financial Reporting, Internal Audit, Internal Controls, Operational Risk, Risk Management, Leadership, SEC filings, Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act, Financial Planning
Education
Manhattan College 2003 — 2007
Economics, Finance, and CIS
Ethan Fleming's Merrill Lynch Experience October 2010 - December 2010
Job Securities Operations at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2013 - Present
Lord, Abbett & Co. LLC November 2012 - April 2013
Brown Brothers Harriman June 2012 - November 2012
Merrill Lynch October 2010 - December 2010
Education
Manhattan College 2008 — 2012
BS, Finance
Goldman Sachs April 2013 - Present
Lord, Abbett & Co. LLC November 2012 - April 2013
Brown Brothers Harriman June 2012 - November 2012
Merrill Lynch October 2010 - December 2010
Education
Manhattan College 2008 — 2012
BS, Finance
Christian Rup's Merrill Lynch Experience June 2012 - September 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Merrill Lynch June 2012 - September 2012
Silver Gull Club May 2007 - September 2011
Skills
Bloomberg, Morningstar, Bloomberg Terminal, Finance
Education
Manhattan College 2009 — 2013
Finance, Senior
Xavier High School 2005 — 2009
Morgan Stanley July 2013 - Present
Merrill Lynch June 2012 - September 2012
Silver Gull Club May 2007 - September 2011
Skills
Bloomberg, Morningstar, Bloomberg Terminal, Finance
Education
Manhattan College 2009 — 2013
Finance, Senior
Xavier High School 2005 — 2009
William Kuehsel's Merrill Lynch Experience 1980 - 1988
Job managing partner at New Media Institute of Westchester
Industry Information Technology and Services
Experience
New Media Institute of Westchester 2008 - Present
KWP Partners 1989 - 2007
Merrill Lynch 1980 - 1988
Bendix Corporation 1974 - 1978
Skills
Adobe Creative Suite, Business Analysis, Program Management, Outsourcing, Management Consulting, Project Planning, ERP, Management, Product Development, Strategic Planning, Analysis, E-commerce, Business Process, Accounting, Illustrator, IT Strategy, Financial Reporting, Business Process..., Business Intelligence, Risk Management, Project Management, Integration, Vendor Management, Consulting, Photoshop, Dreamweaver, SDLC, Process Improvement, Marketing Strategy, Graphic Design
Education
Manhattan College
BBA, Accounting
SUNY
Engineering, Technology and Graphic Design
New Media Institute of Westchester 2008 - Present
KWP Partners 1989 - 2007
Merrill Lynch 1980 - 1988
Bendix Corporation 1974 - 1978
Skills
Adobe Creative Suite, Business Analysis, Program Management, Outsourcing, Management Consulting, Project Planning, ERP, Management, Product Development, Strategic Planning, Analysis, E-commerce, Business Process, Accounting, Illustrator, IT Strategy, Financial Reporting, Business Process..., Business Intelligence, Risk Management, Project Management, Integration, Vendor Management, Consulting, Photoshop, Dreamweaver, SDLC, Process Improvement, Marketing Strategy, Graphic Design
Education
Manhattan College
BBA, Accounting
SUNY
Engineering, Technology and Graphic Design
Matt McDougald's Merrill Lynch Experience June 2003 - October 2006
Job Senior Tax Specialist at UBS
Industry Financial Services
Experience
UBS October 2006 - Present
Merrill Lynch June 2003 - October 2006
Merrill Lynch June 2000 - June 2003
Skills
Securities, Alternative Investments, Mutual Funds, Equities, Fixed Income, Investments, Due Diligence, Tax, Private Equity, Estate Planning, Financial Services, Investment Strategies, Sarbanes-Oxley Act, Account Reconciliation, PeopleSoft, Six Sigma, Unit Investment Trusts, Limited Partnerships, Project Management, Finance, Retirement Planning, Wealth Management, Income Reallocation, WHFITs, AMBIR [Structured MBS..., OID, Tax Reporting, Cost Basis Reporting, Risk Management, Process Improvement, Corporate Actions, Business Analysis, Analysis, Microsoft Office
Education
St. Catharine's grammar school
Manhattan College
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Political Science
University of Vermont
Christian Brothers Academy
UBS October 2006 - Present
Merrill Lynch June 2003 - October 2006
Merrill Lynch June 2000 - June 2003
Skills
Securities, Alternative Investments, Mutual Funds, Equities, Fixed Income, Investments, Due Diligence, Tax, Private Equity, Estate Planning, Financial Services, Investment Strategies, Sarbanes-Oxley Act, Account Reconciliation, PeopleSoft, Six Sigma, Unit Investment Trusts, Limited Partnerships, Project Management, Finance, Retirement Planning, Wealth Management, Income Reallocation, WHFITs, AMBIR [Structured MBS..., OID, Tax Reporting, Cost Basis Reporting, Risk Management, Process Improvement, Corporate Actions, Business Analysis, Analysis, Microsoft Office
Education
St. Catharine's grammar school
Manhattan College
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Political Science
University of Vermont
Christian Brothers Academy
Ann Marie Sullivan's Merrill Lynch Experience October 2000 - June 2002
Job Director at Citigroup
Industry Financial Services
Experience
Citi November 2014 - Present
BNY Mellon February 2012 - November 2014
BNY Mellon May 2010 - February 2012
BNY Mellon June 2005 - May 2010
BNY Mellon June 2003 - June 2005
BNY Mellon June 2002 - June 2003
Merrill Lynch October 2000 - June 2002
Education
Manhattan College
BS, Finance
Citi November 2014 - Present
BNY Mellon February 2012 - November 2014
BNY Mellon May 2010 - February 2012
BNY Mellon June 2005 - May 2010
BNY Mellon June 2003 - June 2005
BNY Mellon June 2002 - June 2003
Merrill Lynch October 2000 - June 2002
Education
Manhattan College
BS, Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank