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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Philip Heppding Philip Heppding's Merrill Lynch Experience July 2010 - December 2012
Job Owner at 30afoodandwine.com
Industry Real Estate
Experience
30afoodandwine.com October 2014 - Present
EC Concierge LLC February 2013 - Present
Emerald Coast Cleaning Solutions, LLC March 2012 - Present
Merrill Lynch July 2010 - December 2012
Airborne Express May 2002 - May 2003
Bradley-Morris, Inc. May 2000 - March 2002
Skills
Business Strategy, Investments, Real Estate, Sales, Loans, Sales Management, Mortgage Lending, Strategic Financial..., Business Development, Strategic Planning, Team Building, Customer Service, Credit, Training, Sellers, Residential Homes, Business Planning, Listings, Small Business, Selling, Negotiation, Property, Contract Negotiation, Banking, Public Speaking, Leadership, Construction, Risk Management, Management, New Business Development, Investment Properties, Marketing, Rentals, Vacation Homes, Finance
Education
Mars Hill College 1996 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Lee Christian 1995 — 2000
30afoodandwine.com October 2014 - Present
EC Concierge LLC February 2013 - Present
Emerald Coast Cleaning Solutions, LLC March 2012 - Present
Merrill Lynch July 2010 - December 2012
Airborne Express May 2002 - May 2003
Bradley-Morris, Inc. May 2000 - March 2002
Skills
Business Strategy, Investments, Real Estate, Sales, Loans, Sales Management, Mortgage Lending, Strategic Financial..., Business Development, Strategic Planning, Team Building, Customer Service, Credit, Training, Sellers, Residential Homes, Business Planning, Listings, Small Business, Selling, Negotiation, Property, Contract Negotiation, Banking, Public Speaking, Leadership, Construction, Risk Management, Management, New Business Development, Investment Properties, Marketing, Rentals, Vacation Homes, Finance
Education
Mars Hill College 1996 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Lee Christian 1995 — 2000
Eva Coutermarsh Eva Coutermarsh's Merrill Lynch Experience December 2009 - February 2011
Job Director, Branch Development at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2013 - Present
Edward Jones February 2011 - April 2013
Merrill Lynch December 2009 - February 2011
UBS Financial Services July 2004 - May 2009
Westaff March 2003 - July 2004
Hollister, Inc March 2001 - March 2003
KNF&T April 1998 - March 2001
Associated Staffing November 1993 - February 1998
Education
Massachusetts College of Liberal Arts 1985 — 1990
BA
Andover High School 1983 — 1985
Edward Jones April 2013 - Present
Edward Jones February 2011 - April 2013
Merrill Lynch December 2009 - February 2011
UBS Financial Services July 2004 - May 2009
Westaff March 2003 - July 2004
Hollister, Inc March 2001 - March 2003
KNF&T April 1998 - March 2001
Associated Staffing November 1993 - February 1998
Education
Massachusetts College of Liberal Arts 1985 — 1990
BA
Andover High School 1983 — 1985
Jan VanDenBerg Jan VanDenBerg's Merrill Lynch Experience January 1988 - February 1993
Job Owner, VanDenBerg Investments
Industry Real Estate
Experience
VanDenBerg Investments May 1994 - Present
United States Treasury Dept May 1993 - May 1994
Merrill Lynch January 1988 - February 1993
Skills
Real Estate, Investment Properties, Real Estate Economics, Real Estate Transactions, Real Estate Development, Apartments, Commercial Real Estate, Due Diligence, Entrepreneurship, Marketing, Investments, Landlords, Appraisals, Investors, Portfolio Management, Disposition, Valuation, Asset Management, REO, Short Sales, Contract Negotiation, Strategic Planning, Leases
Education
UC Berkeley 2011 — 2012
Master's degree, Demography
Massachusetts Institute of Technology 1999 — 2000
none, Political Science
Stanford University 1985 — 1987
MA, Economics
University of Washington 1981 — 1985
BA, Economics, Japanese Studies
Portland State University 1980 — 1981
none, Art History, Japanese language
VanDenBerg Investments May 1994 - Present
United States Treasury Dept May 1993 - May 1994
Merrill Lynch January 1988 - February 1993
Skills
Real Estate, Investment Properties, Real Estate Economics, Real Estate Transactions, Real Estate Development, Apartments, Commercial Real Estate, Due Diligence, Entrepreneurship, Marketing, Investments, Landlords, Appraisals, Investors, Portfolio Management, Disposition, Valuation, Asset Management, REO, Short Sales, Contract Negotiation, Strategic Planning, Leases
Education
UC Berkeley 2011 — 2012
Master's degree, Demography
Massachusetts Institute of Technology 1999 — 2000
none, Political Science
Stanford University 1985 — 1987
MA, Economics
University of Washington 1981 — 1985
BA, Economics, Japanese Studies
Portland State University 1980 — 1981
none, Art History, Japanese language
William Munson William Munson's Merrill Lynch Experience June 2012 - December 2012
Job Financial Professional Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2014 - June 2015
The Wisconsin Club June 2012 - May 2015
Prudential Financial May 2013 - May 2014
Merrill Lynch June 2012 - December 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Event Planning, Facebook, Leadership, Time Management, Hospitality, Social Networking, Teamwork, Outlook, Personal Financial..., Data Entry, Marketing, Data Analysis, Management
Education
Marquette University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Prudential Financial May 2014 - June 2015
The Wisconsin Club June 2012 - May 2015
Prudential Financial May 2013 - May 2014
Merrill Lynch June 2012 - December 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Event Planning, Facebook, Leadership, Time Management, Hospitality, Social Networking, Teamwork, Outlook, Personal Financial..., Data Entry, Marketing, Data Analysis, Management
Education
Marquette University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Scott Reinhart, CFM. Scott Reinhart, CFM.'s Merrill Lynch Experience 1994 - 2002
Job Senior Insurance Agent at Fiorella Insurance Agency, Inc.
Industry Financial Services
Experience
Fiorella Insurance Agency, Inc. September 2014 - Present
Bankers Life and Casualty Company February 2014 - September 2014
United Insurance Company of America September 2010 - February 2014
Merrill Lynch 1994 - 2002
Skills
Process Improvement, Vendor Management, Business Analysis, Customer Service, Project Management, Management, Financial Analysis, Call Centers, Team Leadership, Change Management, SDLC, Microsoft Excel, Program Management, Microsoft Office, Leadership, Strategic Planning, ITIL, Team Building, Requirements Analysis, Recruiting
Education
Broward Community College
Business, Management, Marketing, and Related Support Services
Mars Hill University
Marketing/Marketing Management, General
Fiorella Insurance Agency, Inc. September 2014 - Present
Bankers Life and Casualty Company February 2014 - September 2014
United Insurance Company of America September 2010 - February 2014
Merrill Lynch 1994 - 2002
Skills
Process Improvement, Vendor Management, Business Analysis, Customer Service, Project Management, Management, Financial Analysis, Call Centers, Team Leadership, Change Management, SDLC, Microsoft Excel, Program Management, Microsoft Office, Leadership, Strategic Planning, ITIL, Team Building, Requirements Analysis, Recruiting
Education
Broward Community College
Business, Management, Marketing, and Related Support Services
Mars Hill University
Marketing/Marketing Management, General
Bill Gushard Bill Gushard's Merrill Lynch Experience 2003 - 2007
Job Portfolio Manager & Head of Risk at Bowery Investment Management, LLC
Industry Investment Management
Experience
Bowery Investment Management, LLC 2012 - Present
Paulson & Co. 2009 - 2012
Longacre Fund Management, LLC 2007 - 2009
Merrill Lynch 2003 - 2007
Penn State University 2001 - 2004
Skills
Credit, Portfolio Management, Investment Banking, Leveraged Finance, Trading, Loans, High Yield, Hedge Funds, Valuation, Financial Modeling, Capital Markets, Investments, Equities, Bonds, Finance, Financial Risk, Credit Derivatives, Alternative Investments, Fixed Income, Bloomberg, Private Equity, Equity Derivatives, Special Situations, Asset Management, Risk Management, Mergers & Acquisitions, Securities, Financial Markets
Education
Massachusetts Institute of Technology
Executive Education
The University of Texas at Austin
Continuing Education
Penn State University 2000 — 2004
Schreyer Honors College
Xaverian Brothers High School 1996 — 2000
Honors & AP Curriculum
Bowery Investment Management, LLC 2012 - Present
Paulson & Co. 2009 - 2012
Longacre Fund Management, LLC 2007 - 2009
Merrill Lynch 2003 - 2007
Penn State University 2001 - 2004
Skills
Credit, Portfolio Management, Investment Banking, Leveraged Finance, Trading, Loans, High Yield, Hedge Funds, Valuation, Financial Modeling, Capital Markets, Investments, Equities, Bonds, Finance, Financial Risk, Credit Derivatives, Alternative Investments, Fixed Income, Bloomberg, Private Equity, Equity Derivatives, Special Situations, Asset Management, Risk Management, Mergers & Acquisitions, Securities, Financial Markets
Education
Massachusetts Institute of Technology
Executive Education
The University of Texas at Austin
Continuing Education
Penn State University 2000 — 2004
Schreyer Honors College
Xaverian Brothers High School 1996 — 2000
Honors & AP Curriculum
Tristan Lang Tristan Lang's Merrill Lynch Experience 2007 - 2009
Job Data Engineer and Analyst
Industry Information Technology and Services
Experience
TradeBlock 2014 - Present
Personal Projects 2013 - Present
CrossFit Arlington 2010 - 2014
Booz Allen Hamilton 2009 - 2014
Merrill Lynch 2007 - 2009
Skills
Software Development, Node.js, Python, Analysis, Data Analysis, Redis, Cassandra, PostgreSQL, Data Mining, FinTech, Start-ups, Management Consulting, Portfolio Management, Risk Management, Access, Databases, Government, Management, Analytics, Program Management, Financial Modeling, Market Research, Statistics, Strategy, Project Management, Database Design, Oracle, SQL, VBA, Django, Hadoop, MapReduce, Social Media Marketing, Social Media, Java, C#, Microsoft Excel, XML
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Mechanical Engineering, Electrical Engineering, Economics
Rutgers 2013 — 2013
Mini-MBA, Social Media Marketing
TradeBlock 2014 - Present
Personal Projects 2013 - Present
CrossFit Arlington 2010 - 2014
Booz Allen Hamilton 2009 - 2014
Merrill Lynch 2007 - 2009
Skills
Software Development, Node.js, Python, Analysis, Data Analysis, Redis, Cassandra, PostgreSQL, Data Mining, FinTech, Start-ups, Management Consulting, Portfolio Management, Risk Management, Access, Databases, Government, Management, Analytics, Program Management, Financial Modeling, Market Research, Statistics, Strategy, Project Management, Database Design, Oracle, SQL, VBA, Django, Hadoop, MapReduce, Social Media Marketing, Social Media, Java, C#, Microsoft Excel, XML
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Mechanical Engineering, Electrical Engineering, Economics
Rutgers 2013 — 2013
Mini-MBA, Social Media Marketing
Kristin McCann Kristin McCann's Merrill Lynch Experience 2002 - 2002
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Prudential Financial October 2012 - June 2013
JB Hanauer & Co./ RBC Wealth Management August 2004 - June 2011
Citistreet Equities, LLC 2002 - 2004
Merrill Lynch 2002 - 2002
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, 401k, IRAs, 401k Rollovers, Finance, Asset Allocation, Investment Strategies, Life Insurance, Fixed Income, Bonds, Variable Annuities, Financial Advisory, Fixed Annuities, Long-term Care
Education
Marywood University 1992 — 1996
Bachelor of Arts (BA), Special Education & Elementary Education
Bishop Hannan High School 1986 — 1990
Wells Fargo Advisors June 2013 - Present
Prudential Financial October 2012 - June 2013
JB Hanauer & Co./ RBC Wealth Management August 2004 - June 2011
Citistreet Equities, LLC 2002 - 2004
Merrill Lynch 2002 - 2002
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, 401k, IRAs, 401k Rollovers, Finance, Asset Allocation, Investment Strategies, Life Insurance, Fixed Income, Bonds, Variable Annuities, Financial Advisory, Fixed Annuities, Long-term Care
Education
Marywood University 1992 — 1996
Bachelor of Arts (BA), Special Education & Elementary Education
Bishop Hannan High School 1986 — 1990
Melissa (Melissa Bozell) Emery Melissa (Melissa Bozell) Emery's Merrill Lynch Experience September 2006 - March 2008
Job Personal Injury Attorney
Industry Law Practice
Experience
Law Office of Phillipe W. Rich January 2010 - Present
Bernheim & Dolinksy, PLLC May 2008 - December 2009
Merrill Lynch September 2006 - March 2008
Skills
Personal Injury
Education
Thomas M. Cooley Law School 2003 — 2006
JD, Litigation
Maryville University of Saint Louis 1997 — 1999
MBA, Marketing
Maryville University of Saint Louis 1994 — 1997
BS, Political science
Lafayette High School
Law Office of Phillipe W. Rich January 2010 - Present
Bernheim & Dolinksy, PLLC May 2008 - December 2009
Merrill Lynch September 2006 - March 2008
Skills
Personal Injury
Education
Thomas M. Cooley Law School 2003 — 2006
JD, Litigation
Maryville University of Saint Louis 1997 — 1999
MBA, Marketing
Maryville University of Saint Louis 1994 — 1997
BS, Political science
Lafayette High School
Calley Murphy Calley Murphy's Merrill Lynch Experience January 2013 - February 2013
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2014 - Present
McKinsey & Company May 2013 - August 2013
Merrill Lynch January 2013 - February 2013
TIM Group (Global) March 2012 - August 2012
Bloomfield Surf Club May 2011 - August 2011
Skills
Applied Mathematics, Python, R, Microsoft Office, Matlab, Quantitative Analytics
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Applied Mathematics (major), Management Science (major), Economics (minor)
Seaholm High School 2006 — 2010
McKinsey & Company July 2014 - Present
McKinsey & Company May 2013 - August 2013
Merrill Lynch January 2013 - February 2013
TIM Group (Global) March 2012 - August 2012
Bloomfield Surf Club May 2011 - August 2011
Skills
Applied Mathematics, Python, R, Microsoft Office, Matlab, Quantitative Analytics
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Applied Mathematics (major), Management Science (major), Economics (minor)
Seaholm High School 2006 — 2010
William Heard William Heard's Merrill Lynch Experience 2004 - 2004
Job CEO | CIO
Industry Financial Services
Experience
Heard Capital LLC January 2010 - Present
RREEF ALTERNATIVE INVESTMENTS A member of Deutsche Bank Group 2008 - 2008
Stark Investments 2004 - 2008
Merrill Lynch 2004 - 2004
Skills
Valuation, Due Diligence, Financial Analysis, Financial Modeling, Equities, Mergers & Acquisitions, Hedge Funds, Portfolio Management, Investments, Fixed Income, Finance, Acquisitions, IPO, Strategy, Asset Management, Alternative Investments
Education
Marquette University 2001 — 2005
B.S., Finance and Real Estate
Heard Capital LLC January 2010 - Present
RREEF ALTERNATIVE INVESTMENTS A member of Deutsche Bank Group 2008 - 2008
Stark Investments 2004 - 2008
Merrill Lynch 2004 - 2004
Skills
Valuation, Due Diligence, Financial Analysis, Financial Modeling, Equities, Mergers & Acquisitions, Hedge Funds, Portfolio Management, Investments, Fixed Income, Finance, Acquisitions, IPO, Strategy, Asset Management, Alternative Investments
Education
Marquette University 2001 — 2005
B.S., Finance and Real Estate
Laila Shabir's Merrill Lynch Experience June 2008 - August 2008
Job CEO at LearnDistrict, Girls Make Games
Industry E-Learning
Experience
Girls Make Games April 2014 - Present
LearnDistrict June 2013 - Present
The Brookings Institution August 2011 - July 2012
BlackRock August 2010 - July 2011
National Bureau of Economic Research September 2009 - June 2010
Federal Reserve Bank of Boston September 2008 - January 2009
Merrill Lynch June 2008 - August 2008
Skills
Python, Visual C#, Perl, Matlab, Stata, SAS programming, LaTeX, Econometric Modeling, Data Analysis, HTML, CSS, JavaScript, Economics, Analytics, Analysis, Quantitative Analytics, Strategy, Research, Business Strategy, Leadership, Creative..., Statistics, Financial Modeling, Public Speaking, Multilingual, Entrepreneurship, Computer Games, SAS Programming, Social Media, Information Technology, Urdu, Management
Education
Massachusetts Institute of Technology 2005 — 2010
S.B., Economics
Girls Make Games April 2014 - Present
LearnDistrict June 2013 - Present
The Brookings Institution August 2011 - July 2012
BlackRock August 2010 - July 2011
National Bureau of Economic Research September 2009 - June 2010
Federal Reserve Bank of Boston September 2008 - January 2009
Merrill Lynch June 2008 - August 2008
Skills
Python, Visual C#, Perl, Matlab, Stata, SAS programming, LaTeX, Econometric Modeling, Data Analysis, HTML, CSS, JavaScript, Economics, Analytics, Analysis, Quantitative Analytics, Strategy, Research, Business Strategy, Leadership, Creative..., Statistics, Financial Modeling, Public Speaking, Multilingual, Entrepreneurship, Computer Games, SAS Programming, Social Media, Information Technology, Urdu, Management
Education
Massachusetts Institute of Technology 2005 — 2010
S.B., Economics
Andrew Adams's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group January 2014 - Present
J.P. Morgan June 2013 - August 2013
Trafelet & Company January 2013 - February 2013
Anheuser-Busch InBev June 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science, Management Science
Santa Barbara High School 2006 — 2010
The Blackstone Group January 2014 - Present
J.P. Morgan June 2013 - August 2013
Trafelet & Company January 2013 - February 2013
Anheuser-Busch InBev June 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science, Management Science
Santa Barbara High School 2006 — 2010
Truett Davis's Merrill Lynch Experience June 2009 - August 2009
Job President at BEST Holdings
Industry Investment Banking
Experience
BEST Holdings LLC November 2009 - Present
Boutique Air November 2014 - Present
WTD Investments April 2009 - Present
TD Oil & Gas April 2008 - Present
1st Round Enterprises March 2013 - Present
Snowglobe Music Festival November 2011 - Present
Institutional Property Advisors, a Marcus & Millichap company June 2011 - April 2012
Marcus & Millichap October 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Wells Fargo Advisors January 2009 - May 2009
Skills
Negotiation, PowerPoint, Financial Analysis, Investments, Valuation, Microsoft Excel, Financial Modeling, Due Diligence, Corporate Finance, Analysis, Private Equity, Investment Banking, Asset Managment, Business Strategy, Asset Management, Strategic Planning, Contract Negotiation, Management Consulting, Finance, Venture Capital, Corporate Development, Success Driven, Goal Oriented, Entrepreneurship, Microsoft Office
Education
University of Southern California 2009 — 2012
BS, Economics & Accounting
Marymount College 2007 — 2009
Finance & Accounting
BEST Holdings LLC November 2009 - Present
Boutique Air November 2014 - Present
WTD Investments April 2009 - Present
TD Oil & Gas April 2008 - Present
1st Round Enterprises March 2013 - Present
Snowglobe Music Festival November 2011 - Present
Institutional Property Advisors, a Marcus & Millichap company June 2011 - April 2012
Marcus & Millichap October 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Wells Fargo Advisors January 2009 - May 2009
Skills
Negotiation, PowerPoint, Financial Analysis, Investments, Valuation, Microsoft Excel, Financial Modeling, Due Diligence, Corporate Finance, Analysis, Private Equity, Investment Banking, Asset Managment, Business Strategy, Asset Management, Strategic Planning, Contract Negotiation, Management Consulting, Finance, Venture Capital, Corporate Development, Success Driven, Goal Oriented, Entrepreneurship, Microsoft Office
Education
University of Southern California 2009 — 2012
BS, Economics & Accounting
Marymount College 2007 — 2009
Finance & Accounting
Gregory Collier, Sr, CFP, AIF, AEP Gregory Collier, Sr, CFP, AIF, AEP's Merrill Lynch Experience July 1985 - January 1988
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2005 - Present
Collier Financial Solutions, Inc June 2005 - Present
Bank of America Merrill Lynch April 1994 - April 2005
Morgan Stanley January 1988 - December 1990
Merrill Lynch July 1985 - January 1988
Skills
Retirement Planning, 401k, Investment Advisory, IRAs, Estate Planning, Retirement, High Net Worth..., Asset Allocation, 401k Rollovers, Investment Strategies, 529 Plans, Deferred Compensation, Money Management, Wealth Accumulation, Roth IRA, Comprehensive Wealth..., Retirement Income..., Long Term Care, Private Wealth..., Wealth Transfer, Wealth Preservation, Asset Management, Insurance Planning, IRA's, Financial Planning, Annuities
Education
Marshall University 1974 — 1976
Business, Management, Marketing
The American College
CFP, Certification for CFP Board
Raymond James Financial Services, Inc. June 2005 - Present
Collier Financial Solutions, Inc June 2005 - Present
Bank of America Merrill Lynch April 1994 - April 2005
Morgan Stanley January 1988 - December 1990
Merrill Lynch July 1985 - January 1988
Skills
Retirement Planning, 401k, Investment Advisory, IRAs, Estate Planning, Retirement, High Net Worth..., Asset Allocation, 401k Rollovers, Investment Strategies, 529 Plans, Deferred Compensation, Money Management, Wealth Accumulation, Roth IRA, Comprehensive Wealth..., Retirement Income..., Long Term Care, Private Wealth..., Wealth Transfer, Wealth Preservation, Asset Management, Insurance Planning, IRA's, Financial Planning, Annuities
Education
Marshall University 1974 — 1976
Business, Management, Marketing
The American College
CFP, Certification for CFP Board
Benjamin G. Padilla, CFA, CMT Benjamin G. Padilla, CFA, CMT's Merrill Lynch Experience May 1987 - May 1999
Job Personal Investment Portfolio Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2015 - Present
CFA Tampa Bay Society July 2013 - Present
Bank of America Merrill Lynch August 2013 - May 2015
Bank of America Merrill Lynch October 2011 - August 2013
BB&T March 2011 - September 2011
Simple Adventures, Inc March 2006 - January 2011
Morgan Stanley Smith Barney May 1999 - March 2006
Merrill Lynch May 1987 - May 1999
Skills
Portfolio Management, Investments, Mutual Funds, Fixed Income, Asset Management, Technical Analysis, Trading, Securities, Investment Strategies, Asset Allocation, Investment Management, Finance, Series 7, Financial Services, Financial Advisory, Bonds
Education
CFA Institute
CFA Charterholder, 2012, Charlottesville, VA
FINRA Certification
Financial Services
Market Technicians Association
CMT, Chartered Market Technician, 2013
Massachusetts Institute of Technology
Graduate coursework, Organic Chemistry
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance
Vanderbilt University
Bachelor of Arts, cum laude, Chemistry
Northern Trust Corporation May 2015 - Present
CFA Tampa Bay Society July 2013 - Present
Bank of America Merrill Lynch August 2013 - May 2015
Bank of America Merrill Lynch October 2011 - August 2013
BB&T March 2011 - September 2011
Simple Adventures, Inc March 2006 - January 2011
Morgan Stanley Smith Barney May 1999 - March 2006
Merrill Lynch May 1987 - May 1999
Skills
Portfolio Management, Investments, Mutual Funds, Fixed Income, Asset Management, Technical Analysis, Trading, Securities, Investment Strategies, Asset Allocation, Investment Management, Finance, Series 7, Financial Services, Financial Advisory, Bonds
Education
CFA Institute
CFA Charterholder, 2012, Charlottesville, VA
FINRA Certification
Financial Services
Market Technicians Association
CMT, Chartered Market Technician, 2013
Massachusetts Institute of Technology
Graduate coursework, Organic Chemistry
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance
Vanderbilt University
Bachelor of Arts, cum laude, Chemistry
Brian Katz's Merrill Lynch Experience January 2001 - October 2001
Job Director, EUC Mobility Strategy, Office of the CTO at VMware
Industry Pharmaceuticals
Experience
VMware March 2015 - Present
Sanofi October 2014 - March 2015
Sanofi June 2013 - October 2014
sanofi January 2011 - June 2013
sanofi-aventis May 2004 - January 2011
Sanofi September 2002 - May 2004
Valinor 1997 - 2002
Merrill Lynch January 2001 - October 2001
Merrill Lynch October 1997 - January 2001
Donaldson, Lufkin & Jenrette August 1997 - October 1997
Skills
IT Strategy, Disaster Recovery, Business Intelligence, Enterprise Architecture, Project Management, Product Management, Mobile Devices, Servers, Enterprise Software, Virtualization, Pharmaceutical Industry, Engineering, Cross-functional Team..., Mobile Technology, Mobile Design, Mobile Applications, Mobile Strategy, Start-up Consulting, Startup Development
Education
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
VMware March 2015 - Present
Sanofi October 2014 - March 2015
Sanofi June 2013 - October 2014
sanofi January 2011 - June 2013
sanofi-aventis May 2004 - January 2011
Sanofi September 2002 - May 2004
Valinor 1997 - 2002
Merrill Lynch January 2001 - October 2001
Merrill Lynch October 1997 - January 2001
Donaldson, Lufkin & Jenrette August 1997 - October 1997
Skills
IT Strategy, Disaster Recovery, Business Intelligence, Enterprise Architecture, Project Management, Product Management, Mobile Devices, Servers, Enterprise Software, Virtualization, Pharmaceutical Industry, Engineering, Cross-functional Team..., Mobile Technology, Mobile Design, Mobile Applications, Mobile Strategy, Start-up Consulting, Startup Development
Education
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Joel McDavid Joel McDavid's Merrill Lynch Experience October 2007 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Skills
Banking, Portfolio Management
Education
Marshall University 1993 — 1999
Master of Business Administration (M.B.A.)
West Virginia University 1996 — 1997
Bachelor's degree, Finance, General
Merrill Lynch October 2007 - Present
Skills
Banking, Portfolio Management
Education
Marshall University 1993 — 1999
Master of Business Administration (M.B.A.)
West Virginia University 1996 — 1997
Bachelor's degree, Finance, General
Renee Pearson Renee Pearson's Merrill Lynch Experience September 2007 - October 2010
Job Servicing Lead at Opus CMC
Industry Financial Services
Experience
Opus CMC September 2014 - Present
Bank of America October 2010 - September 2014
Merrill Lynch September 2007 - October 2010
Merrill Lynch/National City Bank (PNC) January 2003 - September 2007
Skills
Banking, Loan Servicing, Portfolio Management, Mortgage Banking, Credit, Process Improvement, Credit Analysis, Microsoft Office
Education
West Virginia University 2006 — 2009
Master of Science, Integrated Marketing Communications
Marshall University 1989 — 1994
Bachelor of Business Administration (BBA), Markerting and Management
Opus CMC September 2014 - Present
Bank of America October 2010 - September 2014
Merrill Lynch September 2007 - October 2010
Merrill Lynch/National City Bank (PNC) January 2003 - September 2007
Skills
Banking, Loan Servicing, Portfolio Management, Mortgage Banking, Credit, Process Improvement, Credit Analysis, Microsoft Office
Education
West Virginia University 2006 — 2009
Master of Science, Integrated Marketing Communications
Marshall University 1989 — 1994
Bachelor of Business Administration (BBA), Markerting and Management
Shawn D. Gray, MBA Shawn D. Gray, MBA's Merrill Lynch Experience February 2006 - February 2008
Job Housing Development Specialist
Industry Financial Services
Experience
Oaks Integrated Care March 2015 - Present
Citi August 2012 - February 2014
JPMorgan Chase June 2008 - August 2012
Graymar March 2003 - August 2008
Merrill Lynch February 2006 - February 2008
UBS February 2004 - February 2006
TD Ameritrade May 2000 - February 2004
Skills
Real Estate..., Real Estate Portfolio..., Relationship Management, Corporate Real Estate, IREM MEMBER, ARES MEMBER, Series 7, Series 63, Series 6, Life Insurance, Financial Advisory, Loans, Mortgage Lending, Banking, Portfolio Management, Mergers & Acquisitions, Real Estate, Analysis, Management, Investments, Asset Management
Education
Marylhurst University 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate, 3.7
William Paterson University of New Jersey
Bachelor of Science (B.S.), Business Administration and Management, General
Oaks Integrated Care March 2015 - Present
Citi August 2012 - February 2014
JPMorgan Chase June 2008 - August 2012
Graymar March 2003 - August 2008
Merrill Lynch February 2006 - February 2008
UBS February 2004 - February 2006
TD Ameritrade May 2000 - February 2004
Skills
Real Estate..., Real Estate Portfolio..., Relationship Management, Corporate Real Estate, IREM MEMBER, ARES MEMBER, Series 7, Series 63, Series 6, Life Insurance, Financial Advisory, Loans, Mortgage Lending, Banking, Portfolio Management, Mergers & Acquisitions, Real Estate, Analysis, Management, Investments, Asset Management
Education
Marylhurst University 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate, 3.7
William Paterson University of New Jersey
Bachelor of Science (B.S.), Business Administration and Management, General
Jansen Weaver Jansen Weaver's Merrill Lynch Experience January 2009 - May 2009
Job MBA Candidate Class of 2016
Industry Higher Education
Experience
Lazard June 2015 - August 2015
United States Marine Corps May 2010 - May 2014
Janney Montgomery Scott LLC May 2010 - October 2010
Merrill Lynch January 2009 - May 2009
Princeton Public Affairs Group, Inc. August 2008 - December 2008
U.S. Department of Commerce May 2008 - August 2008
Skills
Government, Military, Business Development, Leadership, Intelligence, DoD, Management, Policy, Team Leadership, Leading Development..., Public Policy, Public Speaking, Operational Planning, Military Experience, Military Operations, Top Secret, Military Training, National Security, Counterinsurgency, Program Management, Team Building, Security Clearance, Training, Leadership Development, Command, Tactics, Physical Security, Counterterrorism, Strategic Planning, Afghanistan, Military Liaison, Intelligence Analysis, Weapons, Force Protection, Homeland Security, Defense, Exercises, Army, Marine Corps, Financial Analysis, Weightlifting
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Marshall University 2012 — 2014
Master of Arts (M.A.), Leadership
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), International Business
Manheim Township High School 2002 — 2006
High School
Lazard June 2015 - August 2015
United States Marine Corps May 2010 - May 2014
Janney Montgomery Scott LLC May 2010 - October 2010
Merrill Lynch January 2009 - May 2009
Princeton Public Affairs Group, Inc. August 2008 - December 2008
U.S. Department of Commerce May 2008 - August 2008
Skills
Government, Military, Business Development, Leadership, Intelligence, DoD, Management, Policy, Team Leadership, Leading Development..., Public Policy, Public Speaking, Operational Planning, Military Experience, Military Operations, Top Secret, Military Training, National Security, Counterinsurgency, Program Management, Team Building, Security Clearance, Training, Leadership Development, Command, Tactics, Physical Security, Counterterrorism, Strategic Planning, Afghanistan, Military Liaison, Intelligence Analysis, Weapons, Force Protection, Homeland Security, Defense, Exercises, Army, Marine Corps, Financial Analysis, Weightlifting
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Marshall University 2012 — 2014
Master of Arts (M.A.), Leadership
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), International Business
Manheim Township High School 2002 — 2006
High School
Ingwon Chae Ingwon Chae's Merrill Lynch Experience June 2012 - August 2012
Job Interest Rate Exotics/Options Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley June 2013 - August 2013
Teach for America July 2012 - June 2013
Oliver Wyman January 2013 - February 2013
Merrill Lynch June 2012 - August 2012
NERA Economic Consulting June 2011 - August 2011
Skills
Trading, Economics, Microsoft Excel, Stata, Bloomberg, Spanish, International Relations, Strategic Planning, VBA, Java, Korean, Econometrics, Statistics, Fixed Income
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Economics
Phillips Exeter Academy 2006 — 2010
Morgan Stanley March 2015 - Present
Morgan Stanley June 2013 - August 2013
Teach for America July 2012 - June 2013
Oliver Wyman January 2013 - February 2013
Merrill Lynch June 2012 - August 2012
NERA Economic Consulting June 2011 - August 2011
Skills
Trading, Economics, Microsoft Excel, Stata, Bloomberg, Spanish, International Relations, Strategic Planning, VBA, Java, Korean, Econometrics, Statistics, Fixed Income
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Economics
Phillips Exeter Academy 2006 — 2010
Desiree Rap's Merrill Lynch Experience June 2011 - April 2012
Job Portfolio Manager and Marketing Consultant
Industry Financial Services
Experience
Diastole Wealth Management September 2012 - Present
CORIS Energy Control Systems April 2012 - Present
Merrill Lynch June 2011 - April 2012
Diastole Wealth Management December 2009 - March 2011
Diastole Wealth Management October 2008 - March 2011
Diastole Wealth Management August 2007 - October 2008
Massachusetts Institute of Technology June 2006 - September 2006
Skills
Mutual Funds, Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Alternative Investments, Data Analysis, Investment Products, Client Communication, Client Retention, Client Service, Research Design, Market Research, Process Improvement, Presentation Development, Presenter, Model Portfolios, Separately Managed..., Education, Account Reconciliation, HTML, Commercial Photography, Investment Promotion, Performance Analysis, Fund Accounting, Creative Writing, Creative Problem Solving, Microsoft Office, SAS, Team Management, Financial Planning, Corporate Finance, Financial Reporting, Web Design, Hedge Funds, Management, Finance, Analysis
Education
Massachusetts Institute of Technology 2003 — 2007
B.S., Business/Finance
Charlotte Valley
Diastole Wealth Management September 2012 - Present
CORIS Energy Control Systems April 2012 - Present
Merrill Lynch June 2011 - April 2012
Diastole Wealth Management December 2009 - March 2011
Diastole Wealth Management October 2008 - March 2011
Diastole Wealth Management August 2007 - October 2008
Massachusetts Institute of Technology June 2006 - September 2006
Skills
Mutual Funds, Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Alternative Investments, Data Analysis, Investment Products, Client Communication, Client Retention, Client Service, Research Design, Market Research, Process Improvement, Presentation Development, Presenter, Model Portfolios, Separately Managed..., Education, Account Reconciliation, HTML, Commercial Photography, Investment Promotion, Performance Analysis, Fund Accounting, Creative Writing, Creative Problem Solving, Microsoft Office, SAS, Team Management, Financial Planning, Corporate Finance, Financial Reporting, Web Design, Hedge Funds, Management, Finance, Analysis
Education
Massachusetts Institute of Technology 2003 — 2007
B.S., Business/Finance
Charlotte Valley
Winston Lin Winston Lin's Merrill Lynch Experience June 2005 - August 2005
Job Director, Strategy & Analytics at Houston Rockets
Industry Marketing and Advertising
Experience
Houston Rockets August 2014 - Present
Houston Rockets July 2012 - July 2014
Houston Rockets October 2010 - July 2012
EatSt September 2008 - October 2010
Deutsche Bank June 2008 - August 2008
Telefónica June 2007 - August 2007
Goldman Sachs June 2006 - August 2006
Swiss Re January 2006 - February 2006
Merrill Lynch June 2005 - August 2005
Skills
Marketing, Marketing Strategy, Strategic Partnerships, Market Research, Analytics, Social Media, Business Strategy, Social Media Marketing, Entrepreneurship, Digital Media, Sports Marketing, Digital Marketing, Strategic Planning, Market Analysis, Mergers & Acquisitions, Email Marketing, Integrated Marketing, CRM, Management, Strategy
Education
Massachusetts Institute of Technology 2003 — 2008
Bachelor's Degree, Electrical Engineering & Computer Science
Massachusetts Institute of Technology 2003 — 2008
Bachelor's Degree, Management Science - Finance Concentration
Houston Rockets August 2014 - Present
Houston Rockets July 2012 - July 2014
Houston Rockets October 2010 - July 2012
EatSt September 2008 - October 2010
Deutsche Bank June 2008 - August 2008
Telefónica June 2007 - August 2007
Goldman Sachs June 2006 - August 2006
Swiss Re January 2006 - February 2006
Merrill Lynch June 2005 - August 2005
Skills
Marketing, Marketing Strategy, Strategic Partnerships, Market Research, Analytics, Social Media, Business Strategy, Social Media Marketing, Entrepreneurship, Digital Media, Sports Marketing, Digital Marketing, Strategic Planning, Market Analysis, Mergers & Acquisitions, Email Marketing, Integrated Marketing, CRM, Management, Strategy
Education
Massachusetts Institute of Technology 2003 — 2008
Bachelor's Degree, Electrical Engineering & Computer Science
Massachusetts Institute of Technology 2003 — 2008
Bachelor's Degree, Management Science - Finance Concentration
Josh Carter, MBA's Merrill Lynch Experience April 2007 - December 2008
Job Senior Program Manager at Nike
Industry Apparel & Fashion
Experience
Nike July 2015 - Present
Nike, Inc. June 2014 - July 2015
Nike November 2013 - June 2014
Nike July 2012 - November 2013
Nike January 2012 - August 2012
Nike May 2011 - December 2011
Nike March 2010 - December 2011
Nike October 2010 - May 2011
The Regence Group 2008 - 2010
Merrill Lynch April 2007 - December 2008
Skills
Project Execution, Change Management, Cutover Planning, MS Project, Visio, Cross-functional Team..., Project Implementation, Strategic Planning, SAP, ERP/CRM, Data Integration, Project Management, Retail, SDLC, Integration, IT Management, Product Management, Budgets, Plannning, Team Building, PMO, Process Engineering, Management, Project Portfolio..., Marketing, Six Sigma, Data Analysis, Software Documentation, Software Project..., PMP, Management Consulting, CRM, Leadership, Project Planning, Process Improvement, Business Process, Business Analysis, Analysis, Program Management, Vendor Management, IT Strategy, Requirements Analysis, Business Process..., ERP, Strategy, Resource Management, Team Leadership, Data Warehousing, SharePoint, Requirements Gathering
Education
Corban College & Graduate School 2008 — 2009
Master of Business Administration, Management
Marylhurst University 2005 — 2007
Bachelor of Science, Business and Leadership
Southern Oregon University 1994 — 1996
Bachelor of Arts, Political Science
Nike July 2015 - Present
Nike, Inc. June 2014 - July 2015
Nike November 2013 - June 2014
Nike July 2012 - November 2013
Nike January 2012 - August 2012
Nike May 2011 - December 2011
Nike March 2010 - December 2011
Nike October 2010 - May 2011
The Regence Group 2008 - 2010
Merrill Lynch April 2007 - December 2008
Skills
Project Execution, Change Management, Cutover Planning, MS Project, Visio, Cross-functional Team..., Project Implementation, Strategic Planning, SAP, ERP/CRM, Data Integration, Project Management, Retail, SDLC, Integration, IT Management, Product Management, Budgets, Plannning, Team Building, PMO, Process Engineering, Management, Project Portfolio..., Marketing, Six Sigma, Data Analysis, Software Documentation, Software Project..., PMP, Management Consulting, CRM, Leadership, Project Planning, Process Improvement, Business Process, Business Analysis, Analysis, Program Management, Vendor Management, IT Strategy, Requirements Analysis, Business Process..., ERP, Strategy, Resource Management, Team Leadership, Data Warehousing, SharePoint, Requirements Gathering
Education
Corban College & Graduate School 2008 — 2009
Master of Business Administration, Management
Marylhurst University 2005 — 2007
Bachelor of Science, Business and Leadership
Southern Oregon University 1994 — 1996
Bachelor of Arts, Political Science
Carlos Armando Garcia's Merrill Lynch Experience July 2002 - August 2006
Job Founder at Retirement Platform for Hispanics, Managing Partner at Madison Quant Labs
Industry Financial Services
Experience
Retirement Platform for Hispanics March 2015 - Present
Madison Quant Labs January 2012 - Present
Fundspire June 2009 - October 2012
Galileo Investment Management August 2006 - January 2012
Merrill Lynch July 2002 - August 2006
Skills
Hedge Funds, Investments, Alternative Investments, Entrepreneurship, Quantitative Research, Portfolio Management
Education
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science (B.Sc.), Electrical Engineering and Computer Science
Retirement Platform for Hispanics March 2015 - Present
Madison Quant Labs January 2012 - Present
Fundspire June 2009 - October 2012
Galileo Investment Management August 2006 - January 2012
Merrill Lynch July 2002 - August 2006
Skills
Hedge Funds, Investments, Alternative Investments, Entrepreneurship, Quantitative Research, Portfolio Management
Education
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science (B.Sc.), Electrical Engineering and Computer Science
Daniel Li's Merrill Lynch Experience January 2010 - February 2010
Job Structured Products Investment Analyst at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC March 2014 - Present
Bayview Asset Management June 2011 - June 2013
DRW Trading Group June 2010 - August 2010
Art of Problem Solving September 2007 - May 2010
Merrill Lynch January 2010 - February 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Due Diligence, Portfolio Management, Asset Managment, Data Analysis, Fixed Income, Investments, Derivatives, Private Equity, Securities, Equities, Analysis, Finance, Hedge Funds, Analytics, Trading, Asset Management, Entrepreneurship, Capital Markets, Risk Management
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (BS), Economics
Bracebridge Capital, LLC March 2014 - Present
Bayview Asset Management June 2011 - June 2013
DRW Trading Group June 2010 - August 2010
Art of Problem Solving September 2007 - May 2010
Merrill Lynch January 2010 - February 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Due Diligence, Portfolio Management, Asset Managment, Data Analysis, Fixed Income, Investments, Derivatives, Private Equity, Securities, Equities, Analysis, Finance, Hedge Funds, Analytics, Trading, Asset Management, Entrepreneurship, Capital Markets, Risk Management
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (BS), Economics
Scott Saunders Scott Saunders's Merrill Lynch Experience August 2011 - August 2012
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Ducati-parts.com 2013 - Present
The Alzheimer's Association 2010 - December 2012
Merrill Lynch August 2011 - August 2012
Skills
Marketing Strategy, Marketing, Strategic Planning, Social Media Marketing, Public Relations, Public Speaking, New Business Development, Market Research, Online Advertising, Account Management, Social Networking, Sponsorship, Marketing Management, Media Relations, Marketing Communications, Product Marketing, Advertising, Leadership, Sales, Brand Development, Entrepreneurship, Start-ups, Online Marketing, Social Media, Event Management, Strategic Partnerships, Event Planning, Integrated Marketing, Email Marketing, Brand Management, Direct Marketing, Trade Shows, Strategy, Market Planning, Digital Marketing, Fundraising, Brand Awareness, Facebook, Lead Generation, Digital Media, Relationship Marketing, Corporate Communications, Press Releases, Competitive Analysis, SEO, Digital Strategy, Copywriting, Marketing Research, Sports Marketing, B2B
Education
Marshall University 1989 — 2003
Marketing
Ducati-parts.com 2013 - Present
The Alzheimer's Association 2010 - December 2012
Merrill Lynch August 2011 - August 2012
Skills
Marketing Strategy, Marketing, Strategic Planning, Social Media Marketing, Public Relations, Public Speaking, New Business Development, Market Research, Online Advertising, Account Management, Social Networking, Sponsorship, Marketing Management, Media Relations, Marketing Communications, Product Marketing, Advertising, Leadership, Sales, Brand Development, Entrepreneurship, Start-ups, Online Marketing, Social Media, Event Management, Strategic Partnerships, Event Planning, Integrated Marketing, Email Marketing, Brand Management, Direct Marketing, Trade Shows, Strategy, Market Planning, Digital Marketing, Fundraising, Brand Awareness, Facebook, Lead Generation, Digital Media, Relationship Marketing, Corporate Communications, Press Releases, Competitive Analysis, SEO, Digital Strategy, Copywriting, Marketing Research, Sports Marketing, B2B
Education
Marshall University 1989 — 2003
Marketing
Lambi Newsham Lambi Newsham's Merrill Lynch Experience 1992 - 1996
Job Events Services Professional
Industry Events Services
Experience
Merrill Lynch 1992 - 1996
Skills
Event Management, Bookkeeping, Marketing, Public Speaking, Customer Service, Events, Non-profits, Event Planning, PowerPoint, Nonprofits, Public Relations, Fundraising, Social Media, Social Media Marketing, Social Networking
Education
Marymount University 1979 — 1983
BA, Communications Minor: Business
Marymount University 1979 — 1982
B.A., Communications, Business
Merrill Lynch 1992 - 1996
Skills
Event Management, Bookkeeping, Marketing, Public Speaking, Customer Service, Events, Non-profits, Event Planning, PowerPoint, Nonprofits, Public Relations, Fundraising, Social Media, Social Media Marketing, Social Networking
Education
Marymount University 1979 — 1983
BA, Communications Minor: Business
Marymount University 1979 — 1982
B.A., Communications, Business
Joseph Sevely's Merrill Lynch Experience April 1986 - June 1989
Job CFO at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management May 2010 - Present
MBIA May 2007 - May 2010
MBIA March 2006 - May 2007
MBIA Inc. January 1999 - March 2006
Bankers Trust Company June 1992 - January 1999
Chemical Bank June 1989 - June 1992
Merrill Lynch April 1986 - June 1989
Skills
Asset Management, Capital Markets, Market Risk, Structured Finance, Securities, Financial Risk, Project Finance, Financial Structuring, Corporate Finance, Hedge Funds, Finance, Credit Analysis, Due Diligence, Valuation, Restructuring, Structured Products, Private Equity, Investments, MBS, Equities, Emerging Markets, ABS, Financial Modeling, Investment Banking, Securitization, Financial Markets, Credit Derivatives, Fixed Income, Credit, Credit Risk, Asset Managment, Financial Analysis, Portfolio Management, Derivatives, Bonds, Bloomberg, Risk Management
Education
Massachusetts Institute of Technology
SB, Mathematics
The University of Chicago Booth School of Business
MBA, Finance
Cutwater Asset Management May 2010 - Present
MBIA May 2007 - May 2010
MBIA March 2006 - May 2007
MBIA Inc. January 1999 - March 2006
Bankers Trust Company June 1992 - January 1999
Chemical Bank June 1989 - June 1992
Merrill Lynch April 1986 - June 1989
Skills
Asset Management, Capital Markets, Market Risk, Structured Finance, Securities, Financial Risk, Project Finance, Financial Structuring, Corporate Finance, Hedge Funds, Finance, Credit Analysis, Due Diligence, Valuation, Restructuring, Structured Products, Private Equity, Investments, MBS, Equities, Emerging Markets, ABS, Financial Modeling, Investment Banking, Securitization, Financial Markets, Credit Derivatives, Fixed Income, Credit, Credit Risk, Asset Managment, Financial Analysis, Portfolio Management, Derivatives, Bonds, Bloomberg, Risk Management
Education
Massachusetts Institute of Technology
SB, Mathematics
The University of Chicago Booth School of Business
MBA, Finance
Philip Wingard Philip Wingard's Merrill Lynch Experience 2003 - 2005
Job Product Manager, Kindle Content Experience at Amazon
Industry Venture Capital & Private Equity
Experience
Amazon June 2014 - Present
Corvus & Castor April 2009 - Present
Precor 2012 - 2013
Vertafore July 2008 - January 2009
Starbucks Coffee Company December 2006 - February 2008
Starbucks Coffee Company March 2005 - December 2006
Merrill Lynch 2003 - 2005
Glosten Associates, Inc July 1991 - July 2001
Skills
Business Planning, Leadership, Analysis, Management, Program Management, Product Development, Business Process..., Process Improvement, Finance, Market Analysis, Cross-functional Team..., Start-ups, Strategic Analysis, Product Design, Engineering Management, Design Engineering, Financial Analysis, Executive Management, Financial Modeling
Education
Tuck School of Business at Dartmouth College
Master of Business Administration (MBA) with Distinction, General Management
Massachusetts Institute of Technology
Engineer's Degree, Ocean Engineering and Marine Systems Management
University of Washington
BS magna cum laude, Electrical Engineering
Amazon June 2014 - Present
Corvus & Castor April 2009 - Present
Precor 2012 - 2013
Vertafore July 2008 - January 2009
Starbucks Coffee Company December 2006 - February 2008
Starbucks Coffee Company March 2005 - December 2006
Merrill Lynch 2003 - 2005
Glosten Associates, Inc July 1991 - July 2001
Skills
Business Planning, Leadership, Analysis, Management, Program Management, Product Development, Business Process..., Process Improvement, Finance, Market Analysis, Cross-functional Team..., Start-ups, Strategic Analysis, Product Design, Engineering Management, Design Engineering, Financial Analysis, Executive Management, Financial Modeling
Education
Tuck School of Business at Dartmouth College
Master of Business Administration (MBA) with Distinction, General Management
Massachusetts Institute of Technology
Engineer's Degree, Ocean Engineering and Marine Systems Management
University of Washington
BS magna cum laude, Electrical Engineering
Pete Kesterson Pete Kesterson's Merrill Lynch Experience July 2007 - October 2010
Job Director of Sales Ourisman Fairfax Toyota
Industry Automotive
Experience
Ourisman Fairfax Toyota August 2015 - Present
Audi Bethesda July 2013 - Present
Fairfax Volvo August 2012 - June 2013
Don Beyer Volvo June 2011 - August 2012
InOfficeRX January 2011 - June 2011
Merrill Lynch July 2007 - October 2010
Roland Corporation US 1991 - 2006
Wilmington Piano Company July 2001 - June 2003
Skills
Sales, Strategic Planning, Sales Management, Customer Service, Marketing, Marketing Strategy, Team Building, Retail, Product Development, Automotive, Merchandising, Series 7, Real Estate, Wealth Management, Fundraising, Coaching, Microsoft Excel, Customer Satisfaction, New Business Development, Profit, Inventory Management, Training, Pricing, CRM, Contract Negotiation, Customer Retention, Negotiation, Public Speaking, Sales Operations
Education
Mars Hill University 1982 — 1983
Business
Plantation American Heritage School 1980 — 1982
H.S.
Ourisman Fairfax Toyota August 2015 - Present
Audi Bethesda July 2013 - Present
Fairfax Volvo August 2012 - June 2013
Don Beyer Volvo June 2011 - August 2012
InOfficeRX January 2011 - June 2011
Merrill Lynch July 2007 - October 2010
Roland Corporation US 1991 - 2006
Wilmington Piano Company July 2001 - June 2003
Skills
Sales, Strategic Planning, Sales Management, Customer Service, Marketing, Marketing Strategy, Team Building, Retail, Product Development, Automotive, Merchandising, Series 7, Real Estate, Wealth Management, Fundraising, Coaching, Microsoft Excel, Customer Satisfaction, New Business Development, Profit, Inventory Management, Training, Pricing, CRM, Contract Negotiation, Customer Retention, Negotiation, Public Speaking, Sales Operations
Education
Mars Hill University 1982 — 1983
Business
Plantation American Heritage School 1980 — 1982
H.S.
Karen Elizabeth Woeber Karen Elizabeth Woeber's Merrill Lynch Experience 1999 - 2000
Job Finance Specialist at Wright Patterson Air Force Base
Industry Financial Services
Experience
United States Department of Defense, USAF, ASC, WPAFB, OH January 2010 - Present
GE Money January 2007 - May 2009
Limited Brands (Victoria's Secret Stores) September 2005 - January 2007
American Express September 2001 - May 2005
iMar.com 2000 - 2001
Merrill Lynch 1999 - 2000
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Marymount Manhattan College 1989 — 1993
BA, Finance
United States Department of Defense, USAF, ASC, WPAFB, OH January 2010 - Present
GE Money January 2007 - May 2009
Limited Brands (Victoria's Secret Stores) September 2005 - January 2007
American Express September 2001 - May 2005
iMar.com 2000 - 2001
Merrill Lynch 1999 - 2000
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Finance
Marymount Manhattan College 1989 — 1993
BA, Finance
Mick Reese Mick Reese's Merrill Lynch Experience January 2012 - July 2012
Job Mortgage Loan Officer at TrustPoint Mortgage
Industry Real Estate
Experience
TrustPoint Mortgage September 2012 - Present
Merrill Lynch January 2012 - July 2012
Audio Video Innovation, LLC December 2010 - October 2011
PrimeLending January 2009 - March 2010
US Bank December 2007 - January 2009
United Fidelity Mortgage 2004 - 2006
Skills
Marketing Strategy, Microsoft Office, Direct Sales, Marketing, Payroll, Process Scheduler, Proposal Writing, Tax, Inventory, Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Strategic Planning
Education
Tennessee Technological University 2000 — 2004
B.S, Finance
Maryville College 1997 — 1999
TrustPoint Mortgage September 2012 - Present
Merrill Lynch January 2012 - July 2012
Audio Video Innovation, LLC December 2010 - October 2011
PrimeLending January 2009 - March 2010
US Bank December 2007 - January 2009
United Fidelity Mortgage 2004 - 2006
Skills
Marketing Strategy, Microsoft Office, Direct Sales, Marketing, Payroll, Process Scheduler, Proposal Writing, Tax, Inventory, Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Strategic Planning
Education
Tennessee Technological University 2000 — 2004
B.S, Finance
Maryville College 1997 — 1999
Emerson T. Knowles, CIMA's Merrill Lynch Experience January 2010 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Honor Flight Southern Arizona April 2011 - Present
Merrill Lynch January 2010 - Present
Morgan Stanley Smith Barney August 1982 - January 2010
Merrill Lynch Investment Managers June 1979 - August 1982
Skills
Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Series 63, Asset Management, Retirement, Estate Planning, Fixed Income, Wealth Management..., Nonprofits, Wealth Management, Wealth, Portfolio Management, Non-profits, Management, High Net Worth..., Alternative Investments, Securities, Investment Advisory, FINRA, 401k, Equities, Investment Management, Asset Managment, ETFs, Finance, Uniform Combined State..., Series 65, Financial Advisory, Separately Managed..., Investment Strategies, Fixed Annuities, Hedge Funds, Series 24
Education
Massachusetts Institute of Technology 1975 — 1979
Bachelor of Science (B.S.)
Cincinnati Country Day School 1969 — 1975
Honor Flight Southern Arizona April 2011 - Present
Merrill Lynch January 2010 - Present
Morgan Stanley Smith Barney August 1982 - January 2010
Merrill Lynch Investment Managers June 1979 - August 1982
Skills
Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Series 63, Asset Management, Retirement, Estate Planning, Fixed Income, Wealth Management..., Nonprofits, Wealth Management, Wealth, Portfolio Management, Non-profits, Management, High Net Worth..., Alternative Investments, Securities, Investment Advisory, FINRA, 401k, Equities, Investment Management, Asset Managment, ETFs, Finance, Uniform Combined State..., Series 65, Financial Advisory, Separately Managed..., Investment Strategies, Fixed Annuities, Hedge Funds, Series 24
Education
Massachusetts Institute of Technology 1975 — 1979
Bachelor of Science (B.S.)
Cincinnati Country Day School 1969 — 1975
Camille Harper Camille Harper's Merrill Lynch Experience September 1995 - June 1998
Job Sr. Benefits Analyst at SAS
Industry Management Consulting
Experience
SAS August 2013 - Present
ICF International April 2009 - August 2013
Wyle Information Systems February 2008 - April 2009
Dell Services June 2006 - February 2008
FPMI Solutions March 2005 - June 2006
TARCOG July 2004 - March 2005
Towers Watson July 1999 - May 2004
Sentara Healthcare July 1998 - June 1999
Merrill Lynch September 1995 - June 1998
Skills
Employee Benefits, Human Resources, Organizational..., Deferred Compensation, HRIS, Workforce Planning, Program Management, Employee Relations, Benefits Administration, Personnel Management, Training, Employee Engagement, Facet 5 Certified, Talent Management, Performance Management, Leadership Development, Talent Acquisition, Global Mobility, International HR, Management, Mentoring, Presenter
Education
Marymount University 2009 — 2011
Master of Arts, Human Resources Management
Virginia Wesleyan College 1999 — 2001
Bachelor of Arts, Health and Human Services
SAS August 2013 - Present
ICF International April 2009 - August 2013
Wyle Information Systems February 2008 - April 2009
Dell Services June 2006 - February 2008
FPMI Solutions March 2005 - June 2006
TARCOG July 2004 - March 2005
Towers Watson July 1999 - May 2004
Sentara Healthcare July 1998 - June 1999
Merrill Lynch September 1995 - June 1998
Skills
Employee Benefits, Human Resources, Organizational..., Deferred Compensation, HRIS, Workforce Planning, Program Management, Employee Relations, Benefits Administration, Personnel Management, Training, Employee Engagement, Facet 5 Certified, Talent Management, Performance Management, Leadership Development, Talent Acquisition, Global Mobility, International HR, Management, Mentoring, Presenter
Education
Marymount University 2009 — 2011
Master of Arts, Human Resources Management
Virginia Wesleyan College 1999 — 2001
Bachelor of Arts, Health and Human Services
Kevin Wheeler Kevin Wheeler's Merrill Lynch Experience 2008 - 2009
Job Data Engineer at Facebook
Industry
Experience
Facebook 2013 - Present
Insight Data Science August 2013 - October 2013
Stanford University September 2010 - August 2013
Merrill Lynch 2008 - 2009
Merrill Lynch June 2007 - August 2007
Skills
Data Analysis, Research, Financial Analysis, Matlab, Microscopy, Microsoft Excel, Analytics, Protein Chemistry, Biophysics, Investments, Financial Modeling, AFM, Nanotechnology, Python, Ruby, Data Mining, Machine Learning, Ruby on Rails, Business Strategy, Programming, Statistics, Web Applications, C/C++, Investing, Team Leadership, Structured Finance, Labview, Materials Science, Mathematical Modeling, Biomaterials, Mathematica, Nanomaterials, Characterization
Education
Stanford University 2010 — 2016
Doctor of Philosophy (Ph.D.), Materials Science, 3rd year
Stanford University 2010 — 2013
Master of Science (M.S.), Materials Science and Engineering
MIT 2004 — 2008
Bachelor of Science (BS), Materials Science
Facebook 2013 - Present
Insight Data Science August 2013 - October 2013
Stanford University September 2010 - August 2013
Merrill Lynch 2008 - 2009
Merrill Lynch June 2007 - August 2007
Skills
Data Analysis, Research, Financial Analysis, Matlab, Microscopy, Microsoft Excel, Analytics, Protein Chemistry, Biophysics, Investments, Financial Modeling, AFM, Nanotechnology, Python, Ruby, Data Mining, Machine Learning, Ruby on Rails, Business Strategy, Programming, Statistics, Web Applications, C/C++, Investing, Team Leadership, Structured Finance, Labview, Materials Science, Mathematical Modeling, Biomaterials, Mathematica, Nanomaterials, Characterization
Education
Stanford University 2010 — 2016
Doctor of Philosophy (Ph.D.), Materials Science, 3rd year
Stanford University 2010 — 2013
Master of Science (M.S.), Materials Science and Engineering
MIT 2004 — 2008
Bachelor of Science (BS), Materials Science
Bobby Combs, M.B.A's Merrill Lynch Experience March 2012 - October 2012
Job Sales Manger Toshiba Business Solutions
Industry Business Supplies and Equipment
Experience
Toshiba Business Solutions January 2015 - Present
Ricoh Americas Corporation April 2014 - January 2015
Ricoh Americas Corporation August 2013 - April 2014
Merrill Lynch March 2012 - October 2012
CSX Transportation March 2006 - December 2011
Skills
Inventory Management, Customer Service, Microsoft Office, Receiving, Scheduling, Merchandising, Customer Relations, Word, Excel, Retail, Hiring, Vendor Relations, Employee Relations, Promotions, Sales Management, Problem Solving, PowerPoint, Customer Satisfaction, Coaching, Negotiation, Supervisory Skills, Advertising, Profit, Time Management, Outlook, Team Building, Interviewing, Purchasing, Team Leadership, Series 7, Sales, Training, Recruiting, Process Improvement, Employee Training, Leadership Development, Fundraising, Process Scheduler, Sales Operations, Customer Retention, Store Management, Talent Acquisition, Cold Calling, Sourcing, Conflict Resolution, Leadership, Account Management, Management, Strategic Planning, Marketing
Education
University of Phoenix 2013 — 2014
Master of Business Administrations (M.B.A.), Business Administration, Management and Operations
Marshall University 2010 — 2011
Bachelor's degree, Sports Management and Marketing
Huntington East High School 1990 — 1991
Diploma, General
Toshiba Business Solutions January 2015 - Present
Ricoh Americas Corporation April 2014 - January 2015
Ricoh Americas Corporation August 2013 - April 2014
Merrill Lynch March 2012 - October 2012
CSX Transportation March 2006 - December 2011
Skills
Inventory Management, Customer Service, Microsoft Office, Receiving, Scheduling, Merchandising, Customer Relations, Word, Excel, Retail, Hiring, Vendor Relations, Employee Relations, Promotions, Sales Management, Problem Solving, PowerPoint, Customer Satisfaction, Coaching, Negotiation, Supervisory Skills, Advertising, Profit, Time Management, Outlook, Team Building, Interviewing, Purchasing, Team Leadership, Series 7, Sales, Training, Recruiting, Process Improvement, Employee Training, Leadership Development, Fundraising, Process Scheduler, Sales Operations, Customer Retention, Store Management, Talent Acquisition, Cold Calling, Sourcing, Conflict Resolution, Leadership, Account Management, Management, Strategic Planning, Marketing
Education
University of Phoenix 2013 — 2014
Master of Business Administrations (M.B.A.), Business Administration, Management and Operations
Marshall University 2010 — 2011
Bachelor's degree, Sports Management and Marketing
Huntington East High School 1990 — 1991
Diploma, General
Phil Armour Phil Armour's Merrill Lynch Experience 2002 - 2002
Job
Industry Information Technology and Services
Experience
Incentive Technology Group, LLC June 2014 - Present
Incentive Technology Group April 2012 - June 2014
Cognizant Technology Solutions June 2008 - April 2012
Booz Allen Hamilton May 2005 - June 2008
Appian Corporation September 2002 - May 2005
Merrill Lynch 2002 - 2002
Skills
SaaS, Software Development, Cloud Computing, Solution Architecture, Integration, SOA, Big Data, Amazon Web Services..., Agile Methodologies, Enterprise Architecture, IT Strategy, Requirements Analysis, Management Consulting, Business Analysis, Enterprise Software, Software Project..., SDLC, Java, Architectures, Software Engineering, SQL, XML, Java Enterprise Edition, Python, Node.js, REST
Education
Massachusetts Institute of Technology 1998 — 2002
BS
Brother Rice 1994 — 1998
Incentive Technology Group, LLC June 2014 - Present
Incentive Technology Group April 2012 - June 2014
Cognizant Technology Solutions June 2008 - April 2012
Booz Allen Hamilton May 2005 - June 2008
Appian Corporation September 2002 - May 2005
Merrill Lynch 2002 - 2002
Skills
SaaS, Software Development, Cloud Computing, Solution Architecture, Integration, SOA, Big Data, Amazon Web Services..., Agile Methodologies, Enterprise Architecture, IT Strategy, Requirements Analysis, Management Consulting, Business Analysis, Enterprise Software, Software Project..., SDLC, Java, Architectures, Software Engineering, SQL, XML, Java Enterprise Edition, Python, Node.js, REST
Education
Massachusetts Institute of Technology 1998 — 2002
BS
Brother Rice 1994 — 1998
Chase Phillips's Merrill Lynch Experience June 2009 - August 2009
Job Economist, Poet, Razorback
Industry Hospital & Health Care
Experience
Urgent Clinics Medical Care June 2014 - Present
Arvest Bank September 2013 - June 2014
Albemarle June 2012 - August 2012
Zero Mountain June 2011 - August 2011
University of Arkansas ASG May 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Openness to Criticism, Creative Thinking, Building Trust, Business Analysis, Economics, Public Speaking, Exceeding Expectations, Business Strategy, Strategy, Valuation, Data Analysis, PowerPoint, Corporate Finance, Analytics, Financial Analysis, Entrepreneurship, Analysis, Financial Modeling, Finance, Due Diligence, Business Development
Education
M.I.T. 2011 — 2013
MBA, Finance
University of Arkansas at Fayetteville 2007 — 2011
BSBA, Business Economics, Management, History
Urgent Clinics Medical Care June 2014 - Present
Arvest Bank September 2013 - June 2014
Albemarle June 2012 - August 2012
Zero Mountain June 2011 - August 2011
University of Arkansas ASG May 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Openness to Criticism, Creative Thinking, Building Trust, Business Analysis, Economics, Public Speaking, Exceeding Expectations, Business Strategy, Strategy, Valuation, Data Analysis, PowerPoint, Corporate Finance, Analytics, Financial Analysis, Entrepreneurship, Analysis, Financial Modeling, Finance, Due Diligence, Business Development
Education
M.I.T. 2011 — 2013
MBA, Finance
University of Arkansas at Fayetteville 2007 — 2011
BSBA, Business Economics, Management, History
Bryan Koo Bryan Koo's Merrill Lynch Experience January 2008 - February 2008
Job Showrunner's Assistant at Murder In The First
Industry Entertainment
Experience
The Simpsons January 2015 - Present
Murder In The First October 2014 - November 2014
Management 360 March 2014 - October 2014
Principato-Young Entertainment May 2013 - August 2013
Village Roadshow March 2013 - August 2013
Allegiance Theater (Producer Daniel Dubiecki) January 2013 - May 2013
Mars & Co. July 2010 - November 2012
DRW Trading Group May 2008 - August 2008
Merrill Lynch January 2008 - February 2008
Goldman Sachs July 2007 - September 2007
Skills
Business Strategy, Data Mining, Financial Analysis, Data Analysis, Business Analysis, Financial Modeling, Strategy, Corporate Finance, Investment Banking, Emerging Markets, Due Diligence, Management Consulting, Competitive Analysis, Economics, Business Modeling, Segmentation, Finance, Market Research, Analytics
Education
Massachusetts Institute of Technology 2009 — 2010
Master of Engineering, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science, Electrical Engineering & Computer Science
Phillips Exeter Academy 2002 — 2005
The Simpsons January 2015 - Present
Murder In The First October 2014 - November 2014
Management 360 March 2014 - October 2014
Principato-Young Entertainment May 2013 - August 2013
Village Roadshow March 2013 - August 2013
Allegiance Theater (Producer Daniel Dubiecki) January 2013 - May 2013
Mars & Co. July 2010 - November 2012
DRW Trading Group May 2008 - August 2008
Merrill Lynch January 2008 - February 2008
Goldman Sachs July 2007 - September 2007
Skills
Business Strategy, Data Mining, Financial Analysis, Data Analysis, Business Analysis, Financial Modeling, Strategy, Corporate Finance, Investment Banking, Emerging Markets, Due Diligence, Management Consulting, Competitive Analysis, Economics, Business Modeling, Segmentation, Finance, Market Research, Analytics
Education
Massachusetts Institute of Technology 2009 — 2010
Master of Engineering, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science, Electrical Engineering & Computer Science
Phillips Exeter Academy 2002 — 2005
Suzanne Hodges Suzanne Hodges's Merrill Lynch Experience July 1991 - September 2005
Job Vice President, Sunset Mountain Enterprises, Inc.
Industry Real Estate
Experience
Sunset Mountain Enterprises, Inc. 2005 - Present
Snowshoe Mountain Homes 2009 - 2010
Kinder Institute of Life Planning 2003 - 2006
Merrill Lynch July 1991 - September 2005
Merrill Lynch July 1991 - August 2005
Skills
Financial Planners, Real Estate, Small Business, Retirement Planning, Retirement, Strategic Financial..., Asset Managment, Estate Planning, Wealth Management, Investment Advisory, Portfolio Management
Education
Marshall University 1987 — 1990
Bachelor's Business Administration, Finance, General
Sunset Mountain Enterprises, Inc. 2005 - Present
Snowshoe Mountain Homes 2009 - 2010
Kinder Institute of Life Planning 2003 - 2006
Merrill Lynch July 1991 - September 2005
Merrill Lynch July 1991 - August 2005
Skills
Financial Planners, Real Estate, Small Business, Retirement Planning, Retirement, Strategic Financial..., Asset Managment, Estate Planning, Wealth Management, Investment Advisory, Portfolio Management
Education
Marshall University 1987 — 1990
Bachelor's Business Administration, Finance, General
Karen Cagnina's Merrill Lynch Experience July 2007 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Linsco/Private Ledger January 2003 - June 2007
Skills
Management, CRM, New Business Development, Training, Retirement Planning, Financial Services, Strategic Planning, Recruiting, Securities, Marketing, Customer Service, Portfolio Management, Finance, Mutual Funds, Risk Management, Financial Planning, Insurance, Series 7, Wealth Management
Education
University of Massachusetts Lowell 1983 — 1986
Massachusetts Bay Community College 1981 — 1983
Associates, Business
Merrill Lynch July 2007 - Present
Linsco/Private Ledger January 2003 - June 2007
Skills
Management, CRM, New Business Development, Training, Retirement Planning, Financial Services, Strategic Planning, Recruiting, Securities, Marketing, Customer Service, Portfolio Management, Finance, Mutual Funds, Risk Management, Financial Planning, Insurance, Series 7, Wealth Management
Education
University of Massachusetts Lowell 1983 — 1986
Massachusetts Bay Community College 1981 — 1983
Associates, Business
Anil Kappa Anil Kappa's Merrill Lynch Experience 1999 - 2002
Job SENIOR EXECUTIVE | ENTREPRENEUR | STARTUP MENTOR: "INC 500 winner" • Expert in Big Data & Analytics
Industry Information Technology and Services
Experience
Einsteins Alley Group August 2012 - Present
TiE NYC (The Indus Entrepreneurs) July 2010 - Present
Home4Dance November 2009 - July 2012
R Square March 2003 - October 2010
Citi 2002 - 2003
Merrill Lynch 1999 - 2002
Dow Jones 1998 - 1999
Prudential Financial 1997 - 1998
Vertex Inc. 1996 - 1997
Cognizant Technology Solutions 1994 - 1995
Skills
Entrepreneurship, Leadership, Technology Leadership, Product Development, Product Management, Product Marketing, Lean Startup, Early-stage Startups, Global Operations, Design Thinking, IT Enabled Business..., Enterprise Software, Business Development, Business Model..., Big Data, Cloud Computing, Distributed Systems, Mentoring, Management, Sales Management, Talent Acquisition, Fundraising, Community Development, IT Services, Staff Augmentation
Education
EO & Massachusetts Institute of Technology 2011 — 2013
EO EMP Entrepreneurial Master Program, Entrepreneurship/Entrepreneurial Studies
Sri Venkateswara College of Engineering 1989 — 1993
Bachelors of Engineering, Computer Science
Massachusetts Institute of Technology
Tackling the Challenges of Big Data
PredictionImpact
Predictive Analytics Applied
University of Pennsylvania - The Wharton School
Executive Education, Corporate finance
Einsteins Alley Group August 2012 - Present
TiE NYC (The Indus Entrepreneurs) July 2010 - Present
Home4Dance November 2009 - July 2012
R Square March 2003 - October 2010
Citi 2002 - 2003
Merrill Lynch 1999 - 2002
Dow Jones 1998 - 1999
Prudential Financial 1997 - 1998
Vertex Inc. 1996 - 1997
Cognizant Technology Solutions 1994 - 1995
Skills
Entrepreneurship, Leadership, Technology Leadership, Product Development, Product Management, Product Marketing, Lean Startup, Early-stage Startups, Global Operations, Design Thinking, IT Enabled Business..., Enterprise Software, Business Development, Business Model..., Big Data, Cloud Computing, Distributed Systems, Mentoring, Management, Sales Management, Talent Acquisition, Fundraising, Community Development, IT Services, Staff Augmentation
Education
EO & Massachusetts Institute of Technology 2011 — 2013
EO EMP Entrepreneurial Master Program, Entrepreneurship/Entrepreneurial Studies
Sri Venkateswara College of Engineering 1989 — 1993
Bachelors of Engineering, Computer Science
Massachusetts Institute of Technology
Tackling the Challenges of Big Data
PredictionImpact
Predictive Analytics Applied
University of Pennsylvania - The Wharton School
Executive Education, Corporate finance
James Lin, Ph.D.'s Merrill Lynch Experience 2001 - 2005
Job Chief Technology Officer at Regulatory DataCorp
Industry Computer Software
Experience
Regulatory DataCorp (RDC) June 2010 - Present
Forbes.com Inc. 2007 - 2010
Clearbrook Financial 2005 - 2007
Merrill Lynch 2001 - 2005
Standard & Poor's 1997 - 2001
Education
Massachusetts Institute of Technology
Doctor of Philosophy (Ph.D.)
Regulatory DataCorp (RDC) June 2010 - Present
Forbes.com Inc. 2007 - 2010
Clearbrook Financial 2005 - 2007
Merrill Lynch 2001 - 2005
Standard & Poor's 1997 - 2001
Education
Massachusetts Institute of Technology
Doctor of Philosophy (Ph.D.)
David Quisenberry David Quisenberry's Merrill Lynch Experience October 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Education
Marshall University
Master of Business Administration (M.B.A.)
Merrill Lynch October 2007 - Present
Education
Marshall University
Master of Business Administration (M.B.A.)
Clayton Mealer Clayton Mealer's Merrill Lynch Experience July 2015 - Present
Job Investment Banking Associate at Merrill Lynch
Industry Oil & Energy
Experience
Merrill Lynch July 2015 - Present
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2012 — 2013
Master of Engineering (M.Eng.)
United States Military Academy at West Point 2002 — 2006
Bachelor of Science (B.S.)
Merrill Lynch July 2015 - Present
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2012 — 2013
Master of Engineering (M.Eng.)
United States Military Academy at West Point 2002 — 2006
Bachelor of Science (B.S.)
Johann Komander Johann Komander's Merrill Lynch Experience January 2008 - February 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Morgan Stanley June 2009 - June 2010
Merrill Lynch January 2008 - February 2008
Institute of Materials Research and Engineering, Singapore May 2007 - August 2007
NASA Jet Propulsion Laboratory May 2004 - August 2004
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Materials Science and Engineering, Economics
Morgan Stanley June 2010 - Present
Morgan Stanley June 2009 - June 2010
Merrill Lynch January 2008 - February 2008
Institute of Materials Research and Engineering, Singapore May 2007 - August 2007
NASA Jet Propulsion Laboratory May 2004 - August 2004
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Materials Science and Engineering, Economics
Amy M. Johnson Amy M. Johnson's Merrill Lynch Experience 1984 - 1987
Job Instructional Technologist at MTBOE
Industry Education Management
Experience
MTBOE September 2007 - Present
Middletown Public Schools September 1987 - Present
Silpada Designs July 2011 - Present
Middletown Township Education Association January 2008 - May 2011
Merrill Lynch 1984 - 1987
Cahill Gordon & Reindel 1983 - 1984
Skills
Public Speaking, Professional..., Team Leadership, Social Media, Organizational..., Google Docs, Google Apps, Google Groups, Microsoft Office, Disciplinary &..., Contract Negotiation, Advertising, Customer Service
Education
Fresno Pacific University & CUE 2013 — 2013
Leading Edge Online and Blended Teacher Certificate, Innovative Educator Advanced Studies Certificate
Marygrove College 2000 — 2002
Masters in the Art of Teaching
Glassboro State College 1979 — 1983
BA, Elementary Education K-8
Moray House College of Education / Edinburgh, Scotland 1981 — 1981
Study Abroad, Elementary Education and Teaching
MTBOE September 2007 - Present
Middletown Public Schools September 1987 - Present
Silpada Designs July 2011 - Present
Middletown Township Education Association January 2008 - May 2011
Merrill Lynch 1984 - 1987
Cahill Gordon & Reindel 1983 - 1984
Skills
Public Speaking, Professional..., Team Leadership, Social Media, Organizational..., Google Docs, Google Apps, Google Groups, Microsoft Office, Disciplinary &..., Contract Negotiation, Advertising, Customer Service
Education
Fresno Pacific University & CUE 2013 — 2013
Leading Edge Online and Blended Teacher Certificate, Innovative Educator Advanced Studies Certificate
Marygrove College 2000 — 2002
Masters in the Art of Teaching
Glassboro State College 1979 — 1983
BA, Elementary Education K-8
Moray House College of Education / Edinburgh, Scotland 1981 — 1981
Study Abroad, Elementary Education and Teaching
Ray Lefebvre, CFA Ray Lefebvre, CFA's Merrill Lynch Experience February 2006 - August 2006
Job Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management June 2014 - Present
Wells Capital Management February 2008 - June 2014
Wells Capital Management April 2007 - January 2008
Merrill Lynch February 2006 - August 2006
Skills
Equities, Investments, Mutual Funds
Education
Marquette University 2009 — 2011
MBA, Finance
The University of North Dakota 2003 — 2006
Wells Capital Management June 2014 - Present
Wells Capital Management February 2008 - June 2014
Wells Capital Management April 2007 - January 2008
Merrill Lynch February 2006 - August 2006
Skills
Equities, Investments, Mutual Funds
Education
Marquette University 2009 — 2011
MBA, Finance
The University of North Dakota 2003 — 2006
Flora Tan's Merrill Lynch Experience January 2014 - January 2014
Job Student at the Massachusetts Institute of Technology
Industry Computer Software
Experience
Goldman Sachs January 2015 - January 2015
Intel Corporation June 2014 - August 2014
Merrill Lynch January 2014 - January 2014
Intel Corporation May 2013 - August 2013
MIT Media Lab September 2012 - February 2013
TD Ameritrade June 2012 - August 2012
The Cooper Union July 2011 - August 2011
Education
MIT 2012 — 2016
Candidate for a Bachelor of Science Degree
Staten Island Technical High School 2008 — 2012
High School Diploma
Goldman Sachs January 2015 - January 2015
Intel Corporation June 2014 - August 2014
Merrill Lynch January 2014 - January 2014
Intel Corporation May 2013 - August 2013
MIT Media Lab September 2012 - February 2013
TD Ameritrade June 2012 - August 2012
The Cooper Union July 2011 - August 2011
Education
MIT 2012 — 2016
Candidate for a Bachelor of Science Degree
Staten Island Technical High School 2008 — 2012
High School Diploma
Colin Burkhart's Merrill Lynch Experience May 2015 - Present
Job Student Athlete at Marymount University
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Nationwide Insurance May 2014 - July 2014
Education
Marymount University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch May 2015 - Present
Nationwide Insurance May 2014 - July 2014
Education
Marymount University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Erik Chan Erik Chan's Merrill Lynch Experience May 2000 - July 2000
Job
Industry Computer Software
Experience
MicroPay Technology 易众网络 July 2011 - May 2014
28wins November 2008 - May 2012
Bottomless Pit Games May 2006 - March 2008
Surreal Software - Midway Games May 2005 - May 2006
Activision June 2004 - November 2004
Citigroup - Private Wealth Management 2003 - August 2003
Johns Hopkins November 2002 - May 2003
Merrill Lynch May 2000 - July 2000
Skills
Analytics, Entrepreneur, Entrepreneurship, Product Management, Business Development, Business Strategy, Financial Modeling, Venture Capital, Start-ups, Strategy, Competitive Analysis, Project Management, Marketing, Mobile Devices, Digital Marketing, Market Research, Strategic Partnerships, Leadership
Education
Massachusetts Institute of Technology 2009 — 2010
Master's Degree
Tsinghua University - School of Economics and Management 2008 — 2010
MBA
Johns Hopkins University 2000 — 2003
BS
MicroPay Technology 易众网络 July 2011 - May 2014
28wins November 2008 - May 2012
Bottomless Pit Games May 2006 - March 2008
Surreal Software - Midway Games May 2005 - May 2006
Activision June 2004 - November 2004
Citigroup - Private Wealth Management 2003 - August 2003
Johns Hopkins November 2002 - May 2003
Merrill Lynch May 2000 - July 2000
Skills
Analytics, Entrepreneur, Entrepreneurship, Product Management, Business Development, Business Strategy, Financial Modeling, Venture Capital, Start-ups, Strategy, Competitive Analysis, Project Management, Marketing, Mobile Devices, Digital Marketing, Market Research, Strategic Partnerships, Leadership
Education
Massachusetts Institute of Technology 2009 — 2010
Master's Degree
Tsinghua University - School of Economics and Management 2008 — 2010
MBA
Johns Hopkins University 2000 — 2003
BS
Joe W. Gibson Joe W. Gibson's Merrill Lynch Experience January 1985 - September 1993
Job Retirement Plan Consultant at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
Mutual of Omaha December 2010 - February 2015
AXA Equitable, LLC June 2005 - July 2010
CPI Qualified Plan Consultants October 2002 - June 2005
AXA Distributors January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES January 1998 - January 2000
Alliance Capital Management September 1993 - September 1998
Merrill Lynch January 1985 - September 1993
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63
Education
Mars Hill University 1972 — 1975
Bachelor of Science, Biology
NASD & FINRA
Fisher Investments June 2015 - Present
Mutual of Omaha December 2010 - February 2015
AXA Equitable, LLC June 2005 - July 2010
CPI Qualified Plan Consultants October 2002 - June 2005
AXA Distributors January 2000 - April 2002
FIRST UNION BROKERAGE SERVICES January 1998 - January 2000
Alliance Capital Management September 1993 - September 1998
Merrill Lynch January 1985 - September 1993
Skills
Mutual Funds, Retirement, Retirement Planning, Series 7, Investments, Financial Advisory, Pensions, Fixed Annuities, Financial Services, Insurance, Employee Benefits, 401k, Series 6, Defined Benefit, Series 65, Life Insurance, IRAs, FINRA, Series 63
Education
Mars Hill University 1972 — 1975
Bachelor of Science, Biology
NASD & FINRA
Greg Tell Greg Tell's Merrill Lynch Experience 1995 - 2002
Job Head of Global Fixed Income Insurance Solutions
Industry Investment Management
Experience
J.P. Morgan Asset Management July 2012 - Present
MetLife 2008 - March 2012
Anchorage Capital 2006 - 2008
Barclays Capital 2004 - 2006
Citi 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Equities, Capital Markets, Investments, Asset Management, Bonds, Bloomberg, Investment Banking
Education
M.I.T. 1994 — 1996
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Mathematics, Economics
J.P. Morgan Asset Management July 2012 - Present
MetLife 2008 - March 2012
Anchorage Capital 2006 - 2008
Barclays Capital 2004 - 2006
Citi 2002 - 2004
Merrill Lynch 1995 - 2002
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Equities, Capital Markets, Investments, Asset Management, Bonds, Bloomberg, Investment Banking
Education
M.I.T. 1994 — 1996
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA, Mathematics, Economics
George Wallace George Wallace's Merrill Lynch Experience July 2001 - August 2011
Job Associate VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2011 - Present
Merrill Lynch July 2001 - August 2011
Dictaphone Corporation January 1988 - March 2001
Skills
Koi Hobbyist, Golf, Youth Services, Equities, Strategic Partnerships, Asset Management, Business Development, Commercial Real Estate, Customer Service, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Program Management, Retirement Planning, Series 7, Sales, Start-ups, Strategic Planning, Wealth Management
Education
Marshall University 1980 — 1982
BBA, Business Mgt/Finance.Economics
St Andrews School
Morgan Stanley August 2011 - Present
Merrill Lynch July 2001 - August 2011
Dictaphone Corporation January 1988 - March 2001
Skills
Koi Hobbyist, Golf, Youth Services, Equities, Strategic Partnerships, Asset Management, Business Development, Commercial Real Estate, Customer Service, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Investment Strategies, Investments, Leadership, Management, Program Management, Retirement Planning, Series 7, Sales, Start-ups, Strategic Planning, Wealth Management
Education
Marshall University 1980 — 1982
BBA, Business Mgt/Finance.Economics
St Andrews School
Patrick Breen Patrick Breen's Merrill Lynch Experience May 2001 - January 2003
Job Software Engineer
Industry Computer Software
Experience
Self Employed April 2006 - Present
ChoiceStream May 2004 - March 2006
Evare February 2003 - May 2004
Merrill Lynch May 2001 - January 2003
Event Zero August 1998 - May 2001
D.E. Shaw & Co. September 1996 - August 1998
Vertigo November 1991 - February 1996
Occam Research February 1988 - October 1991
Lotus Development May 1989 - April 1990
Skills
PHP, AngularJS, Git, GruntJS, Amazon Web Services..., Laravel, Nginx, MySQL, CSS, JavaScript, Perl, Java, Unix, Web Applications, Software Development, C#, Agile Methodologies, Linux, SQL, Tomcat, Microsoft SQL Server, Hibernate, PostgreSQL, Databases, .NET, Apache, SaaS, XML, jQuery, Distributed Systems, XSLT, JUnit, Oracle, Shell Scripting, ASP.NET, ColdFusion, PHPUnit, Web Development, Software Engineering, Cloud Computing, Testing, C++, Start-ups
Education
Massachusetts Institute of Technology 1985 — 1989
SBEE, Computer Science
Self Employed April 2006 - Present
ChoiceStream May 2004 - March 2006
Evare February 2003 - May 2004
Merrill Lynch May 2001 - January 2003
Event Zero August 1998 - May 2001
D.E. Shaw & Co. September 1996 - August 1998
Vertigo November 1991 - February 1996
Occam Research February 1988 - October 1991
Lotus Development May 1989 - April 1990
Skills
PHP, AngularJS, Git, GruntJS, Amazon Web Services..., Laravel, Nginx, MySQL, CSS, JavaScript, Perl, Java, Unix, Web Applications, Software Development, C#, Agile Methodologies, Linux, SQL, Tomcat, Microsoft SQL Server, Hibernate, PostgreSQL, Databases, .NET, Apache, SaaS, XML, jQuery, Distributed Systems, XSLT, JUnit, Oracle, Shell Scripting, ASP.NET, ColdFusion, PHPUnit, Web Development, Software Engineering, Cloud Computing, Testing, C++, Start-ups
Education
Massachusetts Institute of Technology 1985 — 1989
SBEE, Computer Science
Ji Zhang Ji Zhang's Merrill Lynch Experience June 2011 - April 2013
Job REIT Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2013 - Present
Merrill Lynch June 2011 - April 2013
Macquarie Capital - FPK April 2010 - May 2011
Merrill Lynch April 2007 - March 2010
Skills
Valuation, Financial Modeling, Corporate Finance, REIT, Data Center, Commercial real estate, Mergers & Acquisitions, Life insurance, Equities, Bloomberg, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Investment Banking
Education
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.)
Stuyvesant High School 1999 — 2002
Torrey Pines High School 1998 — 1999
Neuberger Berman April 2013 - Present
Merrill Lynch June 2011 - April 2013
Macquarie Capital - FPK April 2010 - May 2011
Merrill Lynch April 2007 - March 2010
Skills
Valuation, Financial Modeling, Corporate Finance, REIT, Data Center, Commercial real estate, Mergers & Acquisitions, Life insurance, Equities, Bloomberg, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Investment Banking
Education
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.)
Stuyvesant High School 1999 — 2002
Torrey Pines High School 1998 — 1999
Denny Setiady's Merrill Lynch Experience August 2006 - January 2007
Job Vice President & Investment Professional | UB
Industry Financial Services
Experience
PT Ujatek Baru UB August 2007 - Present
KJPP Antonius Setiady & Rekan KJPP ASR January 2010 - Present
Merrill Lynch August 2006 - January 2007
Skills
Valuation, Investments, Corporate Finance, Financial Modeling, Financial Analysis, Management Consulting, Investment Banking, Capital Markets, Equity Valuation, Entrepreneurship, Business Valuation, Project Finance, Asset Management, Strategic Financial..., Derivatives, Venture Capital, M&A experience, Equity Research, Financial Reporting, DCF, Due Diligence, Sarbanes-Oxley Act, Business Planning, Financial Advisory, Business Strategy, Financial Structuring, Emerging Markets, Fixed Asset Management
Education
USF 2004 — 2006
Bachelor's Degree, Finance & Business Administration
Marymount College 2002 — 2004
Associate in Science, Business
Christ Church Grammar School CCGS 1999 — 2001
High School, High School Diploma
Kolese Kanisius Canisius College CC 1995 — 1999
Middle School - High School, Middle School Diploma
Pangudi Luhur PL 1990 — 1995
Primary School, Primary School
Don Bosco
Kindergarten
PT Ujatek Baru UB August 2007 - Present
KJPP Antonius Setiady & Rekan KJPP ASR January 2010 - Present
Merrill Lynch August 2006 - January 2007
Skills
Valuation, Investments, Corporate Finance, Financial Modeling, Financial Analysis, Management Consulting, Investment Banking, Capital Markets, Equity Valuation, Entrepreneurship, Business Valuation, Project Finance, Asset Management, Strategic Financial..., Derivatives, Venture Capital, M&A experience, Equity Research, Financial Reporting, DCF, Due Diligence, Sarbanes-Oxley Act, Business Planning, Financial Advisory, Business Strategy, Financial Structuring, Emerging Markets, Fixed Asset Management
Education
USF 2004 — 2006
Bachelor's Degree, Finance & Business Administration
Marymount College 2002 — 2004
Associate in Science, Business
Christ Church Grammar School CCGS 1999 — 2001
High School, High School Diploma
Kolese Kanisius Canisius College CC 1995 — 1999
Middle School - High School, Middle School Diploma
Pangudi Luhur PL 1990 — 1995
Primary School, Primary School
Don Bosco
Kindergarten
Paula Sawyer's Merrill Lynch Experience August 2007 - April 2009
Job Assistant Branch Manager
Industry Banking
Experience
Bank of America September 2015 - Present
Coldwell Banker Vanguard Realty, Inc. April 2014 - June 2015
Fidelity Investments October 2010 - March 2014
The Energy Authority October 2009 - October 2010
Merrill Lynch August 2007 - April 2009
Merrill Lynch August 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Analysis, Investment Properties, Single Family Homes, Real Estate, Risk Management, Sales
Education
Marshall University
Business, Economics
University of Florida
Bachelor of Arts (B.A.), Criminal Justice
Bank of America September 2015 - Present
Coldwell Banker Vanguard Realty, Inc. April 2014 - June 2015
Fidelity Investments October 2010 - March 2014
The Energy Authority October 2009 - October 2010
Merrill Lynch August 2007 - April 2009
Merrill Lynch August 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Analysis, Investment Properties, Single Family Homes, Real Estate, Risk Management, Sales
Education
Marshall University
Business, Economics
University of Florida
Bachelor of Arts (B.A.), Criminal Justice
Shawn Hartpence's Merrill Lynch Experience January 1995 - October 1996
Job Managing Partner at Rationalis Capital Management
Industry Investment Management
Experience
Rationalis Capital Management December 2012 - Present
Ballyliffin Fund August 2005 - June 2012
Credit Suisse September 1995 - May 2005
Merrill Lynch January 1995 - October 1996
Kidder Peabody & Company 1987 - 1995
Skills
Financial Analysis, Fixed Income, Equity Research, Equity Trading, Quantitative Analytics, Quantitative Risk, Portfolio Management, Macroeconomics, Hedge Funds, Investments, Trading, Management, Equities, Asset Management, Capital Markets, Economics, Financial Risk, Risk Management, Alternative Investments, Investment Banking, Investment Management, Bloomberg, Investment Strategies, Asset Allocation, Financial Advisory, Derivatives, Financial Structuring, Strategic Planning
Education
Marymount Manhattan College
Bachelor of Arts (B.A.), History
Rationalis Capital Management December 2012 - Present
Ballyliffin Fund August 2005 - June 2012
Credit Suisse September 1995 - May 2005
Merrill Lynch January 1995 - October 1996
Kidder Peabody & Company 1987 - 1995
Skills
Financial Analysis, Fixed Income, Equity Research, Equity Trading, Quantitative Analytics, Quantitative Risk, Portfolio Management, Macroeconomics, Hedge Funds, Investments, Trading, Management, Equities, Asset Management, Capital Markets, Economics, Financial Risk, Risk Management, Alternative Investments, Investment Banking, Investment Management, Bloomberg, Investment Strategies, Asset Allocation, Financial Advisory, Derivatives, Financial Structuring, Strategic Planning
Education
Marymount Manhattan College
Bachelor of Arts (B.A.), History
Alexander Pereos Alexander Pereos's Merrill Lynch Experience August 2013 - September 2015
Job SelfRelocated to Denver seeking new opportunities
Industry Financial Services
Experience
Merrill Lynch August 2013 - September 2015
Morgan Stanley Wealth Management October 2012 - August 2013
New Vision Staging and Design August 2011 - February 2012
Merrill Lynch Wealth Manangement August 2009 - December 2009
Skills
Proficient in Microsoft..., Adobe Photoshop, Mac OS X, PC, Social Media, Marketing Strategy, Microsoft Office, Sales, Social Networking, PowerPoint, Adobe Creative Suite, Customer Service, Public Speaking, Microsoft Word, Marketing, Strategic Planning, Social Media Marketing, Outlook, Marketing Communications, Research, Event Planning, Switchboard Operator, Financial Analysis, Marketing Management, Financial Audits, Apple, Data Entry, Portfolio Management, Finance, Teamwork, Cold Calling, Team Leadership, Banking, Leadership, Financial Services, Time Management
Education
Marymount University
Bachelors of Arts Degree, Liberal Studies; Business Administration and Marketing
High Point University 2006 — 2009
B.S, toward Business and Communications
Blue Ridge School 2004 — 2006
Merrill Lynch August 2013 - September 2015
Morgan Stanley Wealth Management October 2012 - August 2013
New Vision Staging and Design August 2011 - February 2012
Merrill Lynch Wealth Manangement August 2009 - December 2009
Skills
Proficient in Microsoft..., Adobe Photoshop, Mac OS X, PC, Social Media, Marketing Strategy, Microsoft Office, Sales, Social Networking, PowerPoint, Adobe Creative Suite, Customer Service, Public Speaking, Microsoft Word, Marketing, Strategic Planning, Social Media Marketing, Outlook, Marketing Communications, Research, Event Planning, Switchboard Operator, Financial Analysis, Marketing Management, Financial Audits, Apple, Data Entry, Portfolio Management, Finance, Teamwork, Cold Calling, Team Leadership, Banking, Leadership, Financial Services, Time Management
Education
Marymount University
Bachelors of Arts Degree, Liberal Studies; Business Administration and Marketing
High Point University 2006 — 2009
B.S, toward Business and Communications
Blue Ridge School 2004 — 2006
Douglas Quinn Douglas Quinn's Merrill Lynch Experience May 2013 - August 2013
Job Financial Analyst at Bloomberg LP
Industry Accounting
Experience
Bloomberg LP November 2014 - Present
Merrill Lynch May 2013 - August 2013
Lowe's Home Improvement 2010 - 2013
Burger King Corporation 2007 - 2010
Skills
Teamwork, Microsoft Word, Access, Sports, PowerPoint, Accounting, Time Management, Customer Service, Microsoft Excel, QuickBooks
Education
Marywood University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Graduate
Saint John Vianney High School 2006 — 2010
Bloomberg LP November 2014 - Present
Merrill Lynch May 2013 - August 2013
Lowe's Home Improvement 2010 - 2013
Burger King Corporation 2007 - 2010
Skills
Teamwork, Microsoft Word, Access, Sports, PowerPoint, Accounting, Time Management, Customer Service, Microsoft Excel, QuickBooks
Education
Marywood University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Graduate
Saint John Vianney High School 2006 — 2010
Cathy Sarazen's Merrill Lynch Experience May 1987 - August 1991
Job Patient Coordinator Novocure Inc.
Industry Medical Devices
Experience
Novocure Inc. June 2009 - Present
Merrill Lynch May 1987 - August 1991
J.P. Morgan September 1986 - May 1987
Seligman & Latz June 1985 - September 1986
Skills
Hospitals, Healthcare, Clinical Trials, Medical Devices, Clinical Research, Finance
Education
Marymount University
Bachelor of Business Administration (BBA), Accounting and Finance
Novocure Inc. June 2009 - Present
Merrill Lynch May 1987 - August 1991
J.P. Morgan September 1986 - May 1987
Seligman & Latz June 1985 - September 1986
Skills
Hospitals, Healthcare, Clinical Trials, Medical Devices, Clinical Research, Finance
Education
Marymount University
Bachelor of Business Administration (BBA), Accounting and Finance
David Guttag David Guttag's Merrill Lynch Experience June 2005 - August 2008
Job Chief Business Officer at HEALTH[at]SCALE
Industry Investment Management
Experience
HEALTH[at]SCALE March 2015 - Present
Emerson Road Capital 2013 - Present
HealthCor Management 2008 - 2012
Merrill Lynch June 2005 - August 2008
Skills
Investment Banking, Global Macro, Mergers & Acquisitions, Due Diligence, DCF, Finance, Value Investing, Strategy, Business Development, Early-stage Startups, Start-ups, Artificial Intelligence, Machine Learning, Healthcare Data, Big Data Analytics, Trading, Equity Research, Fundamental Equity..., Equity Research Analysis, Fundamental Analysis, Private Investment, Macro Strategy, Financial & Operational..., Bloomberg, Venture Capital, Growth Investing, Portfolio Management, Investments, Bloomberg Terminal, Equities, Valuation, Financial Modeling
Education
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science (BS), Economics
HEALTH[at]SCALE March 2015 - Present
Emerson Road Capital 2013 - Present
HealthCor Management 2008 - 2012
Merrill Lynch June 2005 - August 2008
Skills
Investment Banking, Global Macro, Mergers & Acquisitions, Due Diligence, DCF, Finance, Value Investing, Strategy, Business Development, Early-stage Startups, Start-ups, Artificial Intelligence, Machine Learning, Healthcare Data, Big Data Analytics, Trading, Equity Research, Fundamental Equity..., Equity Research Analysis, Fundamental Analysis, Private Investment, Macro Strategy, Financial & Operational..., Bloomberg, Venture Capital, Growth Investing, Portfolio Management, Investments, Bloomberg Terminal, Equities, Valuation, Financial Modeling
Education
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science (BS), Economics
Clayton Goggil's Merrill Lynch Experience January 2013 - February 2013
Job Power Analyst at Barclays
Industry Investment Banking
Experience
Barclays July 2014 - Present
Barclays June 2013 - August 2013
Merrill Lynch January 2013 - February 2013
Merrill Lynch May 2012 - August 2012
New England Rehabilitation Hospital May 2011 - August 2011
American Cancer Society May 2009 - August 2009
Skills
Microsoft Office, Python, Matlab, Crystal Reports, Java, C++, Statistics, Data Analysis, Analysis
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Mathematics and Management Science
Deer Creek - Mackinaw High School 2006 — 2010
High School
Barclays July 2014 - Present
Barclays June 2013 - August 2013
Merrill Lynch January 2013 - February 2013
Merrill Lynch May 2012 - August 2012
New England Rehabilitation Hospital May 2011 - August 2011
American Cancer Society May 2009 - August 2009
Skills
Microsoft Office, Python, Matlab, Crystal Reports, Java, C++, Statistics, Data Analysis, Analysis
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Mathematics and Management Science
Deer Creek - Mackinaw High School 2006 — 2010
High School
Eunice Giarta Eunice Giarta's Merrill Lynch Experience June 2012 - August 2012
Job recent graduate, MIT Computer Science
Industry Computer Software
Experience
MIT September 2009 - February 2013
Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch January 2012 - February 2012
Shoppley June 2011 - November 2011
Bank of America Merrill Lynch June 2011 - August 2011
One William Street Capital January 2011 - January 2011
MIT Media Lab June 2010 - August 2010
Skills
CSS, SQL, jQuery, Fixed Income, Algorithms, Python, Equities, Statistics, Java, LaTeX, Options, User Interface Design, Risk Management, Computer Science, JavaScript, Programming, Web Development, Django, Android
Education
Massachusetts Institute of Technology 2009 — 2013
B.S, Computer Science and Engineering
Buchanan High School 2005 — 2009
MIT September 2009 - February 2013
Merrill Lynch June 2012 - August 2012
Bank of America Merrill Lynch January 2012 - February 2012
Shoppley June 2011 - November 2011
Bank of America Merrill Lynch June 2011 - August 2011
One William Street Capital January 2011 - January 2011
MIT Media Lab June 2010 - August 2010
Skills
CSS, SQL, jQuery, Fixed Income, Algorithms, Python, Equities, Statistics, Java, LaTeX, Options, User Interface Design, Risk Management, Computer Science, JavaScript, Programming, Web Development, Django, Android
Education
Massachusetts Institute of Technology 2009 — 2013
B.S, Computer Science and Engineering
Buchanan High School 2005 — 2009
Carlos Gomez Uribe's Merrill Lynch Experience September 2007 - November 2007
Job Vice President of Product Innovation at Netflix
Industry Internet
Experience
Netflix March 2010 - Present
Remotium, Inc. June 2012 - June 2015
Google August 2008 - March 2010
Merrill Lynch September 2007 - November 2007
McKinsey & Company June 2007 - August 2007
Analog Devices June 2003 - August 2005
Infosys Technologies Ltd June 2001 - August 2001
Skills
Algorithms, Statistics, R, Matlab, Modeling, Machine Learning, SQL, Data Mining, Python, Hadoop, Product Management, Analytics, Recommender Systems, Personalization, Search, Predictive Analytics, Data Modeling, Java, Software Engineering, Data Visualization, Big Data, A/B testing, Distributed Systems, Perl, Predictive Modeling, Analysis
Education
Massachusetts Institute of Technology 2004 — 2008
PhD
Massachusetts Institute of Technology 2002 — 2003
M.Eng.
Massachusetts Institute of Technology 1998 — 2002
B.Sc.
Massachusetts Institute of Technology 1998 — 2002
B. Sc.
ITESM 1994 — 1998
High school
Netflix March 2010 - Present
Remotium, Inc. June 2012 - June 2015
Google August 2008 - March 2010
Merrill Lynch September 2007 - November 2007
McKinsey & Company June 2007 - August 2007
Analog Devices June 2003 - August 2005
Infosys Technologies Ltd June 2001 - August 2001
Skills
Algorithms, Statistics, R, Matlab, Modeling, Machine Learning, SQL, Data Mining, Python, Hadoop, Product Management, Analytics, Recommender Systems, Personalization, Search, Predictive Analytics, Data Modeling, Java, Software Engineering, Data Visualization, Big Data, A/B testing, Distributed Systems, Perl, Predictive Modeling, Analysis
Education
Massachusetts Institute of Technology 2004 — 2008
PhD
Massachusetts Institute of Technology 2002 — 2003
M.Eng.
Massachusetts Institute of Technology 1998 — 2002
B.Sc.
Massachusetts Institute of Technology 1998 — 2002
B. Sc.
ITESM 1994 — 1998
High school
Jacob Dorfman Jacob Dorfman's Merrill Lynch Experience November 2007 - February 2009
Job Director of Information Technology at Bank of America
Industry Banking
Experience
Bank of America April 2009 - Present
Merrill Lynch November 2007 - February 2009
Skills
Computer Hardware, IT Management, IT Operations, IT Outsourcing, IT Transformation
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science (BS), Computer Science
Bank of America April 2009 - Present
Merrill Lynch November 2007 - February 2009
Skills
Computer Hardware, IT Management, IT Operations, IT Outsourcing, IT Transformation
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science (BS), Computer Science
Brian Gaffney's Merrill Lynch Experience September 2007 - March 2012
Job Wealth Advisor, Accredited Asset Management Specialist
Industry Financial Services
Experience
U.S. Wealth Management March 2012 - Present
Merrill Lynch September 2007 - March 2012
A.G. Edwards & Sons, Inc June 2005 - August 2007
Grantham Mayo Van Otterloo 1997 - 2004
Skills
401k, Investment Strategies, Series 65, Bonds, IRAs, Investment Advisory, Financial Analysis, Financial Advisory, Life Insurance, Wealth Management..., Roth IRA, Separately Managed..., Retirement Plan..., ETFs, Variable Annuities, wealth manager, Series 6, Series 7, Series 63, Series 66, AAMS
Education
Massachusetts College of Liberal Arts 1989 — 1993
Business, Management
U.S. Wealth Management March 2012 - Present
Merrill Lynch September 2007 - March 2012
A.G. Edwards & Sons, Inc June 2005 - August 2007
Grantham Mayo Van Otterloo 1997 - 2004
Skills
401k, Investment Strategies, Series 65, Bonds, IRAs, Investment Advisory, Financial Analysis, Financial Advisory, Life Insurance, Wealth Management..., Roth IRA, Separately Managed..., Retirement Plan..., ETFs, Variable Annuities, wealth manager, Series 6, Series 7, Series 63, Series 66, AAMS
Education
Massachusetts College of Liberal Arts 1989 — 1993
Business, Management
Alyssa Cruz Alyssa Cruz's Merrill Lynch Experience June 1997 - January 2000
Job Business Operations Senior Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley May 2013 - May 2014
Morgan Stanley May 2010 - May 2013
Principled Capital Management June 2006 - May 2010
Royal Bank of Canada June 2001 - May 2006
Merrill Lynch June 1997 - January 2000
Skills
Hedge Funds, Asset Managment, Investments, Corporate Law, OFAC, Asset Management, Finance, Alternative Investments, Capital Markets, Financial Modeling, Equities, Investment Management, Private Equity
Education
Marymount Manhattan College 1997 — 2001
Bachelor of Arts, International Studies
Morgan Stanley May 2014 - Present
Morgan Stanley May 2013 - May 2014
Morgan Stanley May 2010 - May 2013
Principled Capital Management June 2006 - May 2010
Royal Bank of Canada June 2001 - May 2006
Merrill Lynch June 1997 - January 2000
Skills
Hedge Funds, Asset Managment, Investments, Corporate Law, OFAC, Asset Management, Finance, Alternative Investments, Capital Markets, Financial Modeling, Equities, Investment Management, Private Equity
Education
Marymount Manhattan College 1997 — 2001
Bachelor of Arts, International Studies
Peter Marchese, CFA Peter Marchese, CFA's Merrill Lynch Experience September 2013 - Present
Job Vice President at Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
Marco Consulting January 2012 - August 2013
Blue Prairie Group December 2010 - January 2012
D3 Financial Counselors May 2007 - January 2011
Northern Trust Global Investments June 1990 - May 2007
Skills
Investment Management, Mutual Funds, Fixed Income, Portfolio Management, Institutional..., Alternative Investments, Asset Allocation
Education
University of Wisconsin-Madison 1988 — 1990
MBA, Investment Management
Marquette University 1983 — 1987
BS, Finance and Economics
Merrill Lynch September 2013 - Present
Marco Consulting January 2012 - August 2013
Blue Prairie Group December 2010 - January 2012
D3 Financial Counselors May 2007 - January 2011
Northern Trust Global Investments June 1990 - May 2007
Skills
Investment Management, Mutual Funds, Fixed Income, Portfolio Management, Institutional..., Alternative Investments, Asset Allocation
Education
University of Wisconsin-Madison 1988 — 1990
MBA, Investment Management
Marquette University 1983 — 1987
BS, Finance and Economics
Jack N. Rutherford's Merrill Lynch Experience September 2002 - September 2008
Job Vice President, Wealth Management / UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2008 - Present
Merrill Lynch September 2002 - September 2008
US Army Retired October 1991 - October 1993
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Retirement Income..., Series 66, Annuity Specialist, Securities, Strategy, Estate Planning, Finance, Investments, Retirement, Uniform Combined State..., Insurance, Risk Management, Financial Analysis
Education
Webster University 1992 — 1993
MBA, Business and Information Technology
Marshall University 1974 — 1978
BS, Criminal Justice and Corrections
UBS September 2008 - Present
Merrill Lynch September 2002 - September 2008
US Army Retired October 1991 - October 1993
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Retirement Income..., Series 66, Annuity Specialist, Securities, Strategy, Estate Planning, Finance, Investments, Retirement, Uniform Combined State..., Insurance, Risk Management, Financial Analysis
Education
Webster University 1992 — 1993
MBA, Business and Information Technology
Marshall University 1974 — 1978
BS, Criminal Justice and Corrections
Elisha Yadgaran Elisha Yadgaran's Merrill Lynch Experience June 2011 - August 2011
Job Quantitative Analyst at EverQuote
Industry Marketing and Advertising
Experience
EverQuote July 2015 - Present
MIT Sloan School of Management - Professor J.N. Barrot August 2014 - May 2015
MIT Department of Mathematics - Professor P. Kempthorne June 2014 - August 2014
Consulting Club at MIT - VCG June 2014 - August 2014
MIT Department of Chemistry - Johnson Group October 2011 - May 2014
Genentech June 2013 - August 2013
Blue Door Investing May 2012 - April 2013
Center for Nanoscience and Nanotechnology, TAU June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Memorial Sloan-Kettering Cancer Center June 2010 - August 2010
Skills
Programming Languages, Languages, Python, Software, Financial Accounting, Technology, Data Analysis, Science, Simulations, PowerPoint, Leadership, Management
Education
MIT 2011 — 2015
Bachelor of Science (BS), Chemical-Biological Engineering
EverQuote July 2015 - Present
MIT Sloan School of Management - Professor J.N. Barrot August 2014 - May 2015
MIT Department of Mathematics - Professor P. Kempthorne June 2014 - August 2014
Consulting Club at MIT - VCG June 2014 - August 2014
MIT Department of Chemistry - Johnson Group October 2011 - May 2014
Genentech June 2013 - August 2013
Blue Door Investing May 2012 - April 2013
Center for Nanoscience and Nanotechnology, TAU June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Memorial Sloan-Kettering Cancer Center June 2010 - August 2010
Skills
Programming Languages, Languages, Python, Software, Financial Accounting, Technology, Data Analysis, Science, Simulations, PowerPoint, Leadership, Management
Education
MIT 2011 — 2015
Bachelor of Science (BS), Chemical-Biological Engineering
Kamo Jurn's Merrill Lynch Experience January 2009 - February 2009
Job Financial Analyst at The Summa Group of Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. March 2013 - Present
ServiceMesh September 2011 - March 2013
Cape Simulations May 2009 - September 2009
Merrill Lynch January 2009 - February 2009
Tyco Electronics May 2008 - September 2008
Skills
Wealth-Preservation..., Tax-Efficient Strategies, Securities, Risk Management..., Relationship Management, Investment Strategies, Financial Advisory, Estate Investment..., Asset Allocation, Fixed Income Strategies, Wealth Management..., Investments, Stock Due Diligence, Financial Services
Education
Massachusetts Institute of Technology 2006 — 2010
Bachelor of Science, Materials Science and Engineering, Economics
Oppenheimer & Co. Inc. March 2013 - Present
ServiceMesh September 2011 - March 2013
Cape Simulations May 2009 - September 2009
Merrill Lynch January 2009 - February 2009
Tyco Electronics May 2008 - September 2008
Skills
Wealth-Preservation..., Tax-Efficient Strategies, Securities, Risk Management..., Relationship Management, Investment Strategies, Financial Advisory, Estate Investment..., Asset Allocation, Fixed Income Strategies, Wealth Management..., Investments, Stock Due Diligence, Financial Services
Education
Massachusetts Institute of Technology 2006 — 2010
Bachelor of Science, Materials Science and Engineering, Economics
Chad Lower Chad Lower's Merrill Lynch Experience August 2011 - July 2012
Job Instructional Supervisor at The Keystone School
Industry E-Learning
Experience
Pennsylvania Motorcycle Safety Program 2006 - Present
K12 December 2012 - October 2014
Merrill Lynch August 2011 - July 2012
Pennsylvania College of Technology August 2007 - August 2011
Walmart June 1995 - December 2008
CDC September 2006 - December 2006
West Virginia University August 2005 - December 2006
Detroit Public Schools August 2002 - June 2005
Shippensburg University January 2002 - May 2002
Shippensburg University August 2000 - December 2001
Skills
Statistics, Mathematics, Teaching, Public Speaking, Research, Problem Solving, Budgeting, Higher Education, Analysis, Data Analysis, Economics, Customer Service, Curriculum Design, Instructional Design, Microsoft Office, Excel, Word, Microsoft Word, E-Learning, Curriculum Development, Staff Development, Leadership, Adult Education, Program Development, Community Outreach, Nonprofits, Student Affairs, Tutoring, Student Development, Distance Learning, Mathematics Education
Education
Marygrove College 2002 — 2004
Secondary Teacher Certification, Mathematics, Chemistry
Shippensburg University of Pennsylvania 1999 — 2002
MS, Mathematics
Messiah College 1994 — 1998
BA, Mathematics (Chemistry minor)
Pennsylvania Motorcycle Safety Program 2006 - Present
K12 December 2012 - October 2014
Merrill Lynch August 2011 - July 2012
Pennsylvania College of Technology August 2007 - August 2011
Walmart June 1995 - December 2008
CDC September 2006 - December 2006
West Virginia University August 2005 - December 2006
Detroit Public Schools August 2002 - June 2005
Shippensburg University January 2002 - May 2002
Shippensburg University August 2000 - December 2001
Skills
Statistics, Mathematics, Teaching, Public Speaking, Research, Problem Solving, Budgeting, Higher Education, Analysis, Data Analysis, Economics, Customer Service, Curriculum Design, Instructional Design, Microsoft Office, Excel, Word, Microsoft Word, E-Learning, Curriculum Development, Staff Development, Leadership, Adult Education, Program Development, Community Outreach, Nonprofits, Student Affairs, Tutoring, Student Development, Distance Learning, Mathematics Education
Education
Marygrove College 2002 — 2004
Secondary Teacher Certification, Mathematics, Chemistry
Shippensburg University of Pennsylvania 1999 — 2002
MS, Mathematics
Messiah College 1994 — 1998
BA, Mathematics (Chemistry minor)
Anamaria Witkop Anamaria Witkop's Merrill Lynch Experience 2004 - 2004
Job Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
Putnam Investments 2012 - Present
MIT 2009 - 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers 2006 - 2006
Franklin Templeton Group 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Derivatives, Quantitative Analytics, Trading, VBA, Microsoft Excel, Swaps, CMBS, SQL, Access, Matlab
Education
Massachusetts Institute of Technology 2009 — 2011
SM, Mechanical Engineering
Vassar College 2003 — 2007
BA, Mathematics, Economics
University of Oxford 2005 — 2006
Visiting Student, Mathematics and Economics
Moise Nicoara National College 1999 — 2003
Baccalaureate, Math, Physics
Putnam Investments March 2015 - Present
Putnam Investments 2012 - Present
MIT 2009 - 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers 2006 - 2006
Franklin Templeton Group 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Derivatives, Quantitative Analytics, Trading, VBA, Microsoft Excel, Swaps, CMBS, SQL, Access, Matlab
Education
Massachusetts Institute of Technology 2009 — 2011
SM, Mechanical Engineering
Vassar College 2003 — 2007
BA, Mathematics, Economics
University of Oxford 2005 — 2006
Visiting Student, Mathematics and Economics
Moise Nicoara National College 1999 — 2003
Baccalaureate, Math, Physics
Jawad Billan Jawad Billan's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Oppenheimer & Co. June 2010 - May 2011
Skills
Portfolio Management, Bloomberg Terminal, Thomson One, Microsoft Office, Financial Sales, Windows Administration, Investment Advisory
Education
Marymount Manhattan College 2006 — 2010
B.S., International Business and Economics
Merrill Lynch July 2011 - Present
Oppenheimer & Co. June 2010 - May 2011
Skills
Portfolio Management, Bloomberg Terminal, Thomson One, Microsoft Office, Financial Sales, Windows Administration, Investment Advisory
Education
Marymount Manhattan College 2006 — 2010
B.S., International Business and Economics
Leila (Akbarian) Pirnia Leila (Akbarian) Pirnia's Merrill Lynch Experience July 1999 - August 2001
Job Strategy Consultant and Entrepreneur
Industry Internet
Experience
HopSkipDrive March 2015 - Present
Independent Strategic Planning & Finance Consultant August 2008 - Present
MBA Podcaster, Law School Podcaster & Pea in the Podcast August 2008 - Present
Tastemaker Mom March 2013 - December 2013
DIC Entertainment, now part of DHX Media October 2006 - August 2008
DIC Entertainment, now part of DHX Media August 2001 - October 2006
Merrill Lynch July 1999 - August 2001
Skills
Mergers, Acquisitions, Corporate Development, Corporate Finance, Strategic Planning, Strategic Partnerships, Digital Media, Brand Management, Marketing Strategy, Entertainment, New Media, Entrepreneurship, Start-ups, Mergers & Acquisitions, Competitive Analysis, Licensing, Television, Business Development, Business Strategy, Marketing, Finance, Management, Strategy
Education
Massachusetts Institute of Technology 1995 — 1999
BS
La Jolla High School 1990 — 1995
HopSkipDrive March 2015 - Present
Independent Strategic Planning & Finance Consultant August 2008 - Present
MBA Podcaster, Law School Podcaster & Pea in the Podcast August 2008 - Present
Tastemaker Mom March 2013 - December 2013
DIC Entertainment, now part of DHX Media October 2006 - August 2008
DIC Entertainment, now part of DHX Media August 2001 - October 2006
Merrill Lynch July 1999 - August 2001
Skills
Mergers, Acquisitions, Corporate Development, Corporate Finance, Strategic Planning, Strategic Partnerships, Digital Media, Brand Management, Marketing Strategy, Entertainment, New Media, Entrepreneurship, Start-ups, Mergers & Acquisitions, Competitive Analysis, Licensing, Television, Business Development, Business Strategy, Marketing, Finance, Management, Strategy
Education
Massachusetts Institute of Technology 1995 — 1999
BS
La Jolla High School 1990 — 1995
Jeffrey Gotcher Jeffrey Gotcher's Merrill Lynch Experience July 2006 - May 2008
Job Trust Administrator at The Trust Company
Industry Financial Services
Experience
The Trust Company July 2008 - Present
Merrill Lynch July 2006 - May 2008
Education
Maryville College 2002 — 2006
Bearden High School 1998 — 2002
Canon Trust School
Personal Trust
The Trust Company July 2008 - Present
Merrill Lynch July 2006 - May 2008
Education
Maryville College 2002 — 2006
Bearden High School 1998 — 2002
Canon Trust School
Personal Trust
Harvey Schultz Harvey Schultz's Merrill Lynch Experience 2004 - 2005
Job ●●●●●●●●●●●●●●●●●●●●●●●●●● Telecommunications Consultant and Converged Network Solution Architect
Industry Telecommunications
Experience
AT&T November 2011 - Present
SRA International October 2005 - October 2011
AT&T April 2004 - October 2005
SCL September 2002 - September 2005
Merrill Lynch 2004 - 2005
Intuit October 2003 - March 2004
Leapstone Systems 2001 - 2002
Lucent Technologies 1996 - 2001
lucent 1981 - 2001
bell labs 1981 - 2001
Skills
Call Center, SIP, IP, Telecommunications, Systems Engineering, System Architecture, Network Architecture, Unified Communications, CTI, Network Engineering, VoIP, Telephony, Avaya, Wireless, Switches, Solution Architecture, Cisco Technologies, Cloud Computing, QoS, Disaster Recovery, Mobile Devices, Unix, Security, Ethernet, Network Design, LAN-WAN, Network Security, SNMP, Professional Services, Computer Network..., Routing, Managed Services, Video Conferencing, MPLS, ISDN, Call Centers, Integration, TCP/IP, H.323, Pre-sales, Solaris, Wireless Networking, LTE, System Deployment, Data Center, Enterprise Architecture, WAN, Virtualization, Routers, ITIL
Education
New York University 1974 — 1978
MS, Computer Science
Massachusetts Institute of Technology 1963 — 1970
BS, Physics
AT&T November 2011 - Present
SRA International October 2005 - October 2011
AT&T April 2004 - October 2005
SCL September 2002 - September 2005
Merrill Lynch 2004 - 2005
Intuit October 2003 - March 2004
Leapstone Systems 2001 - 2002
Lucent Technologies 1996 - 2001
lucent 1981 - 2001
bell labs 1981 - 2001
Skills
Call Center, SIP, IP, Telecommunications, Systems Engineering, System Architecture, Network Architecture, Unified Communications, CTI, Network Engineering, VoIP, Telephony, Avaya, Wireless, Switches, Solution Architecture, Cisco Technologies, Cloud Computing, QoS, Disaster Recovery, Mobile Devices, Unix, Security, Ethernet, Network Design, LAN-WAN, Network Security, SNMP, Professional Services, Computer Network..., Routing, Managed Services, Video Conferencing, MPLS, ISDN, Call Centers, Integration, TCP/IP, H.323, Pre-sales, Solaris, Wireless Networking, LTE, System Deployment, Data Center, Enterprise Architecture, WAN, Virtualization, Routers, ITIL
Education
New York University 1974 — 1978
MS, Computer Science
Massachusetts Institute of Technology 1963 — 1970
BS, Physics
Eric Chen's Merrill Lynch Experience 1999 - 1999
Job Director, Global Strategy & Analytics at Raptor Pharmaceuticals
Industry Biotechnology
Experience
Raptor Pharmaceuticals 2014 - Present
Onyx Pharmaceuticals 2011 - 2013
Halozyme Therapeutics, Inc. 2008 - 2010
Biogen Idec 2007 - 2008
Cap Gemini Ernst & Young 2000 - 2002
Merrill Lynch 1999 - 1999
Skills
Open Innovation, Business Analytics, Opportunity Assessment, Strategic Planning, Market Research, Competitive Intelligence, Financial Modeling, Management Consulting, Strategy, Cross-functional Team..., Due Diligence, Clinical Trials, Market Analysis, Competitive Analysis, Pharmaceutical Industry, Product Development, Biotechnology, Analytics, Mergers & Acquisitions, Lifesciences, Biopharmaceuticals, Valuation, Business Strategy, Global Marketing, Marketing Strategy, Medical Devices, Corporate Development, Oncology, Rheumatology, Dermatology, Endocrinology, Leadership, Drug Discovery, Drug Development, Clinical Development, Product Launch, Technology Transfer, Venture Capital, Commercialization, Immunology, Start-ups, Program Management, Licensing, Entrepreneurship, Medical Affairs, Infectious Diseases, Market Access, Therapeutic Areas, Executive Management, Hematology
Education
Stanford University 2002 — 2007
MS, PhD
Massachusetts Institute of Technology 1996 — 2000
SB
The Hotchkiss School 1993 — 1996
University of California, Berkeley 2011 — 2012
Research Fellow
Raptor Pharmaceuticals 2014 - Present
Onyx Pharmaceuticals 2011 - 2013
Halozyme Therapeutics, Inc. 2008 - 2010
Biogen Idec 2007 - 2008
Cap Gemini Ernst & Young 2000 - 2002
Merrill Lynch 1999 - 1999
Skills
Open Innovation, Business Analytics, Opportunity Assessment, Strategic Planning, Market Research, Competitive Intelligence, Financial Modeling, Management Consulting, Strategy, Cross-functional Team..., Due Diligence, Clinical Trials, Market Analysis, Competitive Analysis, Pharmaceutical Industry, Product Development, Biotechnology, Analytics, Mergers & Acquisitions, Lifesciences, Biopharmaceuticals, Valuation, Business Strategy, Global Marketing, Marketing Strategy, Medical Devices, Corporate Development, Oncology, Rheumatology, Dermatology, Endocrinology, Leadership, Drug Discovery, Drug Development, Clinical Development, Product Launch, Technology Transfer, Venture Capital, Commercialization, Immunology, Start-ups, Program Management, Licensing, Entrepreneurship, Medical Affairs, Infectious Diseases, Market Access, Therapeutic Areas, Executive Management, Hematology
Education
Stanford University 2002 — 2007
MS, PhD
Massachusetts Institute of Technology 1996 — 2000
SB
The Hotchkiss School 1993 — 1996
University of California, Berkeley 2011 — 2012
Research Fellow
Fred M.Katz's Merrill Lynch Experience 2006 - 2007
Job .
Industry Management Consulting
Experience
Credit Suisse 2014 - Present
Logic & Light, Inc March 1988 - Present
Freddie Mac September 2009 - June 2010
Freddie Mac 2008 - August 2009
CPM Braxis July 2007 - December 2007
Merrill Lynch 2006 - 2007
Deutsche Bank - Prime Services 2002 - 2003
Knight Trading June 2000 - June 2001
Morgan Stanley June 1999 - February 2000
Goldman Sachs July 1989 - December 1990
Skills
Architecture, Trading, Logical Data Modeling, Data Strategies, Enterprise Architecture, logic, Set Theory, Risk Management, Strategic Technology..., Strategic Use Of..., IT Strategy, Logic, Data Modeling, Equities, Business Process, Databases, Requirements Analysis, Data Warehousing, Governance, Requirements Gathering, Business Process..., Project Portfolio..., Business Intelligence, Business Process Design, PMO, Master Data Management, Business Process..., SOA, Solution Architecture, Business Analysis, Management Consulting, Data Governance, Financial Risk, SDLC, Business Transformation
Education
Massachusetts Institute of Technology 1971 — 1981
PhD, Philosophy and Linguistics
Massachusetts Institute of Technology 1966 — 1971
SB, Pure Mathematics
Credit Suisse 2014 - Present
Logic & Light, Inc March 1988 - Present
Freddie Mac September 2009 - June 2010
Freddie Mac 2008 - August 2009
CPM Braxis July 2007 - December 2007
Merrill Lynch 2006 - 2007
Deutsche Bank - Prime Services 2002 - 2003
Knight Trading June 2000 - June 2001
Morgan Stanley June 1999 - February 2000
Goldman Sachs July 1989 - December 1990
Skills
Architecture, Trading, Logical Data Modeling, Data Strategies, Enterprise Architecture, logic, Set Theory, Risk Management, Strategic Technology..., Strategic Use Of..., IT Strategy, Logic, Data Modeling, Equities, Business Process, Databases, Requirements Analysis, Data Warehousing, Governance, Requirements Gathering, Business Process..., Project Portfolio..., Business Intelligence, Business Process Design, PMO, Master Data Management, Business Process..., SOA, Solution Architecture, Business Analysis, Management Consulting, Data Governance, Financial Risk, SDLC, Business Transformation
Education
Massachusetts Institute of Technology 1971 — 1981
PhD, Philosophy and Linguistics
Massachusetts Institute of Technology 1966 — 1971
SB, Pure Mathematics
Joseph Li's Merrill Lynch Experience July 1999 - July 2004
Job Assortment / Merchandising / Account Planner in Fashion Retail
Industry Apparel & Fashion
Experience
Tory Burch May 2015 - Present
Tory Burch February 2014 - April 2015
Tory Burch July 2012 - January 2014
Polo Ralph Lauren September 2010 - June 2012
Polo Ralph Lauren June 2009 - September 2010
Michael Kors September 2007 - June 2009
Hermès July 2006 - August 2007
Polo Ralph Lauren May 2005 - June 2006
Bergdorf Goodman November 2005 - January 2006
Merrill Lynch July 1999 - July 2004
Education
Massachusetts Institute of Technology
S.B., Management Science
Tory Burch May 2015 - Present
Tory Burch February 2014 - April 2015
Tory Burch July 2012 - January 2014
Polo Ralph Lauren September 2010 - June 2012
Polo Ralph Lauren June 2009 - September 2010
Michael Kors September 2007 - June 2009
Hermès July 2006 - August 2007
Polo Ralph Lauren May 2005 - June 2006
Bergdorf Goodman November 2005 - January 2006
Merrill Lynch July 1999 - July 2004
Education
Massachusetts Institute of Technology
S.B., Management Science
Boris Iyutin's Merrill Lynch Experience March 2007 - March 2009
Job Entrepreneur
Industry Financial Services
Experience
Self employed July 2014 - Present
Teza Technologies August 2011 - May 2013
Sun Trading April 2009 - February 2011
Merrill Lynch March 2007 - March 2009
MIT June 2001 - June 2006
Skills
Linux, Quantitative Finance, Options, Physics, Data Analysis, Statistical Data..., Market Making, Statistical Arbitrage, High Frequency Trading, Trading Strategies, Entrepreneurship, Data Mining, Distributed Systems, Statistics, Electronic Trading, Trading Systems, Quantitative Investing, Big Data, Quantitative Analytics, Monte Carlo Simulation, Equities
Education
Massachusetts Institute of Technology
PhD, High Energy Particle Physics
73
Moscow Institute of Physics & Technology
MA, Applied Physics and Math
Self employed July 2014 - Present
Teza Technologies August 2011 - May 2013
Sun Trading April 2009 - February 2011
Merrill Lynch March 2007 - March 2009
MIT June 2001 - June 2006
Skills
Linux, Quantitative Finance, Options, Physics, Data Analysis, Statistical Data..., Market Making, Statistical Arbitrage, High Frequency Trading, Trading Strategies, Entrepreneurship, Data Mining, Distributed Systems, Statistics, Electronic Trading, Trading Systems, Quantitative Investing, Big Data, Quantitative Analytics, Monte Carlo Simulation, Equities
Education
Massachusetts Institute of Technology
PhD, High Energy Particle Physics
73
Moscow Institute of Physics & Technology
MA, Applied Physics and Math
Cindy Katoski, PHR's Merrill Lynch Experience 1994 - 2000
Job Global Learning Director at Financial Software Systems
Industry Human Resources
Experience
Financial Software Systems September 2012 - Present
Chestnut Hill College October 2009 - Present
Sunoco November 2009 - September 2012
Advanta Bank Corp. April 2005 - February 2009
Advanta Corp. June 2002 - May 2005
Merrill Lynch 1994 - 2000
Education
Marywood University 1978 — 1983
Masters of Science, Counselor Education
Financial Software Systems September 2012 - Present
Chestnut Hill College October 2009 - Present
Sunoco November 2009 - September 2012
Advanta Bank Corp. April 2005 - February 2009
Advanta Corp. June 2002 - May 2005
Merrill Lynch 1994 - 2000
Education
Marywood University 1978 — 1983
Masters of Science, Counselor Education
Sophia Lin's Merrill Lynch Experience January 2006 - March 2006
Job Founder of Pamperologist
Industry Internet
Experience
Pamperologist 2014 - Present
Steinbock Financial Group July 2012 - May 2014
Barclays Capital June 2011 - August 2011
Chinatrust Bank July 2007 - June 2010
Chinatrust Bank July 2006 - June 2007
Merrill Lynch January 2006 - March 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investments, Investment Banking, Capital Markets, Credit Analysis, Private Equity, Analysis, Derivatives, Forecasting, Business Strategy, Strategy, Entrepreneurship, Mobile Applications, Fixed Income, Finance, Business Development
Education
Massachusetts Institute of Technology 2010 — 2012
MBA
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2004 — 2005
International Exchange Program
National Taiwan University 2000 — 2004
B.A, Political Science; International Relations
Pamperologist 2014 - Present
Steinbock Financial Group July 2012 - May 2014
Barclays Capital June 2011 - August 2011
Chinatrust Bank July 2007 - June 2010
Chinatrust Bank July 2006 - June 2007
Merrill Lynch January 2006 - March 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investments, Investment Banking, Capital Markets, Credit Analysis, Private Equity, Analysis, Derivatives, Forecasting, Business Strategy, Strategy, Entrepreneurship, Mobile Applications, Fixed Income, Finance, Business Development
Education
Massachusetts Institute of Technology 2010 — 2012
MBA
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2004 — 2005
International Exchange Program
National Taiwan University 2000 — 2004
B.A, Political Science; International Relations
Doris Kiefer's Merrill Lynch Experience May 2001 - June 2002
Job
Industry Human Resources
Experience
Deutsche Bank November 2007 - June 2010
Deutsche Bank July 2002 - November 2007
Merrill Lynch May 2001 - June 2002
BusinessEdge Solutions January 2000 - April 2001
E&Y Management Consultants October 1998 - December 1999
APM 1988 - 1998
Skills
Employee Relations, Recruiting, Performance Management, Sourcing, Succession Planning, Talent Management, Management, Human Resources, Change Management, Applicant Tracking..., Interviews, Personnel Management, Training, Deferred Compensation, Employee Benefits
Education
Fairleigh Dickinson University-Florham Campus
MBA, Finance
Marywood University
Bachelor of Science (BS)
Deutsche Bank November 2007 - June 2010
Deutsche Bank July 2002 - November 2007
Merrill Lynch May 2001 - June 2002
BusinessEdge Solutions January 2000 - April 2001
E&Y Management Consultants October 1998 - December 1999
APM 1988 - 1998
Skills
Employee Relations, Recruiting, Performance Management, Sourcing, Succession Planning, Talent Management, Management, Human Resources, Change Management, Applicant Tracking..., Interviews, Personnel Management, Training, Deferred Compensation, Employee Benefits
Education
Fairleigh Dickinson University-Florham Campus
MBA, Finance
Marywood University
Bachelor of Science (BS)
David Rhett Leap, CRPS(R)'s Merrill Lynch Experience May 2006 - December 2012
Job Managing Director at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Retirement Services January 2013 - Present
The Hartford December 2012 - December 2012
Merrill Lynch May 2006 - December 2012
Enright Partners, LLC November 2003 - May 2006
Advisory & Intermediary Services, LLC December 1999 - November 2003
Skills
Retirement Planning, Retirement, Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Asset Allocation, Securities, Investment Advisory, Alternative Investments, FINRA, Investment Strategies, Wealth Management..., 401k, Finance, Financial Advisory, ETFs
Education
College of Financial Planning 2011 — 2011
Chartered Retirement Plans Specialist
Marshall University 1992 — 1997
B.A., International Affairs
Universidad Antonio de Nebrija 1994 — 1994
HEHS 1991 — 1992
MassMutual Retirement Services January 2013 - Present
The Hartford December 2012 - December 2012
Merrill Lynch May 2006 - December 2012
Enright Partners, LLC November 2003 - May 2006
Advisory & Intermediary Services, LLC December 1999 - November 2003
Skills
Retirement Planning, Retirement, Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Asset Allocation, Securities, Investment Advisory, Alternative Investments, FINRA, Investment Strategies, Wealth Management..., 401k, Finance, Financial Advisory, ETFs
Education
College of Financial Planning 2011 — 2011
Chartered Retirement Plans Specialist
Marshall University 1992 — 1997
B.A., International Affairs
Universidad Antonio de Nebrija 1994 — 1994
HEHS 1991 — 1992
Maureen Holtz's Merrill Lynch Experience 2000 - 2001
Job Freelance projects
Industry Financial Services
Experience
SunGard January 2008 - August 2008
BNY ConvergEx Group May 2006 - December 2007
Merrill Lynch 2000 - 2001
Donaldson, Lufkin & Jenrette Securities Corp January 1997 - January 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Dauphin Deposit Corporation January 1996 - January 1997
Education
Marywood University 2002 — 2004
MA, Communication Arts
Marywood University
BA, Advertising & PR
SunGard January 2008 - August 2008
BNY ConvergEx Group May 2006 - December 2007
Merrill Lynch 2000 - 2001
Donaldson, Lufkin & Jenrette Securities Corp January 1997 - January 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Dauphin Deposit Corporation January 1996 - January 1997
Education
Marywood University 2002 — 2004
MA, Communication Arts
Marywood University
BA, Advertising & PR
Olena Mitroff's Merrill Lynch Experience January 2006 - April 2009
Job Corporate Compliance, Promotional Quality Assurance at Pfizer
Industry Legal Services
Nadejda Bojinova's Merrill Lynch Experience 2002 - 2003
Job Sales & Marketing
Industry Financial Services
Experience
Nikko Asset Management Americas, Inc. October 2011 - Present
IKOS 2009 - 2011
Trinity Funds LLC 2005 - 2009
Wall Street Reporter Magazine June 2004 - December 2005
UBS 2004 - 2005
Merrill Lynch 2002 - 2003
Skills
Alternative Investments, Hedge Funds, Electronic Trading, Investments, Investor Relations, Emerging Markets, Equities, Asset Management, Marketing, Portfolio Management, Capital Markets, Derivatives, Financial Markets, Fixed Income, Private Equity
Education
Massachusetts College of Liberal Arts 1998 — 2002
Nikko Asset Management Americas, Inc. October 2011 - Present
IKOS 2009 - 2011
Trinity Funds LLC 2005 - 2009
Wall Street Reporter Magazine June 2004 - December 2005
UBS 2004 - 2005
Merrill Lynch 2002 - 2003
Skills
Alternative Investments, Hedge Funds, Electronic Trading, Investments, Investor Relations, Emerging Markets, Equities, Asset Management, Marketing, Portfolio Management, Capital Markets, Derivatives, Financial Markets, Fixed Income, Private Equity
Education
Massachusetts College of Liberal Arts 1998 — 2002
Pedro H Dejneka's Merrill Lynch Experience October 2005 - January 2008
Job CoFounder / Executive Director at AgResource LATAM Inc
Industry Financial Services
Experience
AgResource LATAM Inc July 2014 - Present
PHDerivativos International December 2011 - August 2014
JPMorgan Chase January 2013 - February 2014
Futures International LLC January 2012 - January 2013
R.J. O'Brien November 2010 - December 2011
R.J. O'Brien November 2008 - November 2010
JPMorgan Chase January 2008 - December 2008
Merrill Lynch October 2005 - January 2008
Skills
Multilingual, Portuguese, Public Speaking, Conversational Spanish, English, International Sales, Alternative Investments, New Business Development, Latin America, Commodities, Macroeconomics, Commodity, Investment Strategies, Financial Markets, Options, Hedge Funds, Derivatives, Hedging, Investments, Trading, Risk Management, Commodity Markets, Financial Services, Equities, Fixed Income, Capital Markets
Education
Marshall University 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ohio Valley University 1997 — 2001
Bachelor's Degree, Business Mgt - Finance Minor
AgResource LATAM Inc July 2014 - Present
PHDerivativos International December 2011 - August 2014
JPMorgan Chase January 2013 - February 2014
Futures International LLC January 2012 - January 2013
R.J. O'Brien November 2010 - December 2011
R.J. O'Brien November 2008 - November 2010
JPMorgan Chase January 2008 - December 2008
Merrill Lynch October 2005 - January 2008
Skills
Multilingual, Portuguese, Public Speaking, Conversational Spanish, English, International Sales, Alternative Investments, New Business Development, Latin America, Commodities, Macroeconomics, Commodity, Investment Strategies, Financial Markets, Options, Hedge Funds, Derivatives, Hedging, Investments, Trading, Risk Management, Commodity Markets, Financial Services, Equities, Fixed Income, Capital Markets
Education
Marshall University 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ohio Valley University 1997 — 2001
Bachelor's Degree, Business Mgt - Finance Minor
Costas Tziligakis's Merrill Lynch Experience 1999 - 2003
Job
Industry Investment Management
Experience
Lehman Brothers Holdings Inc. 2009 - Present
Deutsche Bank 2003 - 2009
Merrill Lynch 1999 - 2003
Education
Massachusetts Institute of Technology 1996 — 1999
M.S., Operations Research
Massachusetts Institute of Technology 1994 — 1996
M.S., Electrical Engineering & Computer Science
Lehman Brothers Holdings Inc. 2009 - Present
Deutsche Bank 2003 - 2009
Merrill Lynch 1999 - 2003
Education
Massachusetts Institute of Technology 1996 — 1999
M.S., Operations Research
Massachusetts Institute of Technology 1994 — 1996
M.S., Electrical Engineering & Computer Science
Brendan Mansfield's Merrill Lynch Experience June 1999 - August 1999
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2005 - Present
Morgan Stanley March 2005 - Present
UBS April 2004 - April 2004
Morgan Stanley 2003 - 2003
Bloomberg 2001 - 2001
Merrill Lynch June 1999 - August 1999
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Financial Services, Bloomberg
Education
Marymount Manhattan College 1998 — 2002
York Preparatory School 1993 — 1998
Morgan Stanley March 2005 - Present
Morgan Stanley March 2005 - Present
UBS April 2004 - April 2004
Morgan Stanley 2003 - 2003
Bloomberg 2001 - 2001
Merrill Lynch June 1999 - August 1999
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Financial Services, Bloomberg
Education
Marymount Manhattan College 1998 — 2002
York Preparatory School 1993 — 1998
Daniel Malinow's Merrill Lynch Experience February 2013 - Present
Job eFX Quant Trader at Merrill Lynch
Industry Research
Experience
Merrill Lynch February 2013 - Present
Citi August 2011 - February 2013
University of California at Santa Barbara October 2005 - January 2012
Citigroup June 2010 - August 2010
Galileo Weather Risk Management 2006 - 2008
Constellation Energy 2002 - 2005
CERN June 2001 - September 2001
Skills
Quantitative Finance, Quantitative Analysis, Derivatives, Commodities, Fixed Income, FX trading, Financial Modeling, Monte Carlo Simulation, Time Series Analysis, Mathematica, Matlab, R, SQL, C++, Theoretical Physics, Statistical Physics, Quantitative Analytics, Physics, Electronic Trading, Energy, Trading, Mathematical Modeling, Python, Bloomberg, Applied Mathematics, Commodity, LaTeX, Portfolio Management, Market Risk, FX Trading, Options, Risk Management, Research, Data Analysis, Finance
Education
University of California, Santa Barbara 2005 — 2009
Ph.D, Physics
Massachusetts Institute of Technology 2002 — 2005
M.Arch, Architecture
University of Maryland College Park 1997 — 2001
B.S., Physics, Architecture
Merrill Lynch February 2013 - Present
Citi August 2011 - February 2013
University of California at Santa Barbara October 2005 - January 2012
Citigroup June 2010 - August 2010
Galileo Weather Risk Management 2006 - 2008
Constellation Energy 2002 - 2005
CERN June 2001 - September 2001
Skills
Quantitative Finance, Quantitative Analysis, Derivatives, Commodities, Fixed Income, FX trading, Financial Modeling, Monte Carlo Simulation, Time Series Analysis, Mathematica, Matlab, R, SQL, C++, Theoretical Physics, Statistical Physics, Quantitative Analytics, Physics, Electronic Trading, Energy, Trading, Mathematical Modeling, Python, Bloomberg, Applied Mathematics, Commodity, LaTeX, Portfolio Management, Market Risk, FX Trading, Options, Risk Management, Research, Data Analysis, Finance
Education
University of California, Santa Barbara 2005 — 2009
Ph.D, Physics
Massachusetts Institute of Technology 2002 — 2005
M.Arch, Architecture
University of Maryland College Park 1997 — 2001
B.S., Physics, Architecture
Maria Rosado's Merrill Lynch Experience June 1982 - June 1993
Job Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital August 2009 - Present
Lehman Brothers June 1993 - May 2008
Merrill Lynch June 1982 - June 1993
Skills
Fixed Income, Bloomberg, Investment Banking, Capital Markets, Equities
Education
Marymount Manhattan College 1975 — 1979
Barclays Capital August 2009 - Present
Lehman Brothers June 1993 - May 2008
Merrill Lynch June 1982 - June 1993
Skills
Fixed Income, Bloomberg, Investment Banking, Capital Markets, Equities
Education
Marymount Manhattan College 1975 — 1979
Salvatore Rubino's Merrill Lynch Experience 1995 - 1999
Job Firmwide Risk Management at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
RBS December 2012 - March 2014
MF Global UK Ltd. August 2011 - November 2011
Commerzbank AG February 2010 - October 2010
Citi Alternatives Tribeca Global Management 2006 - 2007
Credit Suisse First Boston 2001 - 2005
JPMorgan Investment Management 2000 - 2001
Merrill Lynch 1995 - 1999
NatWest Markets 1992 - 1995
Société Générale 1988 - 1992
Skills
FX Options, Derivatives, Trading, Financial Markets, Options, Structured Products, FX Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Equity Derivatives, Risk Management, Proprietary Trading, Currency, Bloomberg, Trading Systems, Hedging, FX trading, Market Risk, Electronic Trading, Emerging Markets, Alternative Investments, Market Making, Global Macro, Financial Risk, Prime Brokerage, Trading Strategies, Interest Rate..., Commodity, Quantitative Finance, Foreign Exchange, Volatility, Investment Strategies, Asset Allocation, Financial Structuring, Asset Management, Asset Managment, Risk, FX
Education
Massachusetts Institute of Technology
S.B., Philosophy, Mathematics, Physics
J.P. Morgan September 2014 - Present
RBS December 2012 - March 2014
MF Global UK Ltd. August 2011 - November 2011
Commerzbank AG February 2010 - October 2010
Citi Alternatives Tribeca Global Management 2006 - 2007
Credit Suisse First Boston 2001 - 2005
JPMorgan Investment Management 2000 - 2001
Merrill Lynch 1995 - 1999
NatWest Markets 1992 - 1995
Société Générale 1988 - 1992
Skills
FX Options, Derivatives, Trading, Financial Markets, Options, Structured Products, FX Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Equity Derivatives, Risk Management, Proprietary Trading, Currency, Bloomberg, Trading Systems, Hedging, FX trading, Market Risk, Electronic Trading, Emerging Markets, Alternative Investments, Market Making, Global Macro, Financial Risk, Prime Brokerage, Trading Strategies, Interest Rate..., Commodity, Quantitative Finance, Foreign Exchange, Volatility, Investment Strategies, Asset Allocation, Financial Structuring, Asset Management, Asset Managment, Risk, FX
Education
Massachusetts Institute of Technology
S.B., Philosophy, Mathematics, Physics
Daniel Grana's Merrill Lynch Experience July 1995 - June 1997
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 1999 - Present
Merrill Lynch July 1995 - June 1997
Merrill Lynch July 1993 - June 1995
Skills
Emerging Markets, Equities, Investment Banking, Mergers, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 1989 — 1993
Economics, Political Science
Putnam Investments July 1999 - Present
Merrill Lynch July 1995 - June 1997
Merrill Lynch July 1993 - June 1995
Skills
Emerging Markets, Equities, Investment Banking, Mergers, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 1989 — 1993
Economics, Political Science
Ira Gerhardt's Merrill Lynch Experience 1999 - 2004
Job Assistant Professor at Manhattan College
Industry Mechanical or Industrial Engineering
Experience
Manhattan College August 2011 - Present
Northwestern University August 2004 - June 2009
Merrill Lynch 1999 - 2004
Skills
Econometrics, Matlab, Statistics, Research, Data Analysis, Operations Research, Machine Learning
Education
Northwestern University 2004 — 2009
PhD, MS, Industrial Engineering and Management Sciences
Massachusetts Institute of Technology 1995 — 1999
B.S., Mathematics, Economics
Coral Gables Senior High
Manhattan College August 2011 - Present
Northwestern University August 2004 - June 2009
Merrill Lynch 1999 - 2004
Skills
Econometrics, Matlab, Statistics, Research, Data Analysis, Operations Research, Machine Learning
Education
Northwestern University 2004 — 2009
PhD, MS, Industrial Engineering and Management Sciences
Massachusetts Institute of Technology 1995 — 1999
B.S., Mathematics, Economics
Coral Gables Senior High
Chetna Handa's Merrill Lynch Experience September 1999 - December 1999
Job Total Rewards Analyst at TYCO INTERNATIONAL Inc
Industry Telecommunications
Experience
TYCO INTERNATIONAL Inc April 2008 - Present
Tata Communications May 2006 - August 2007
Bloomberg October 2005 - April 2006
SES of Florida, Inc. April 2000 - April 2001
Merrill Lynch September 1999 - December 1999
U. Narain & Company August 1994 - January 1997
Skills
Business Analysis, Accounting, Variance Analysis, Auditing, Financial Analysis, Vendor Management, Microsoft Office, Internal Audit, Finance, Analysis, Financial Modeling
Education
Marymount University 1998 — 2000
Master of Business Administration (MBA), Finance
Institute of Cost and Works Accountants 1992 — 1996
CWA, Costing
University of Calcutta 1992 — 1994
Bachelor's Degree, Accounting
TYCO INTERNATIONAL Inc April 2008 - Present
Tata Communications May 2006 - August 2007
Bloomberg October 2005 - April 2006
SES of Florida, Inc. April 2000 - April 2001
Merrill Lynch September 1999 - December 1999
U. Narain & Company August 1994 - January 1997
Skills
Business Analysis, Accounting, Variance Analysis, Auditing, Financial Analysis, Vendor Management, Microsoft Office, Internal Audit, Finance, Analysis, Financial Modeling
Education
Marymount University 1998 — 2000
Master of Business Administration (MBA), Finance
Institute of Cost and Works Accountants 1992 — 1996
CWA, Costing
University of Calcutta 1992 — 1994
Bachelor's Degree, Accounting
William Sardegna's Merrill Lynch Experience 2003 - 2007
Job Principal, Manager, Investment Real Estate Broker
Industry Real Estate
Experience
Marcus & Millichap 2013 - Present
HSC Realty LLC 2005 - Present
Alvarez & Marsal 2011 - 2012
Alvarez & Marsal 2009 - 2011
Alvarez and Marsal 2008 - 2009
Merrill Lynch 2003 - 2007
JPMorgan Chase 2001 - 2003
Skills
Asset Portfolio..., Client Service, Legal Negotiations, Staff Management, Property Management, Capital Improvement..., Profit Improvement, Budgets, REO & Short Sale..., Acquisitions, Loan Funding &..., Insurance & Tax..., Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Real Estate Investor
Education
Marquette University 1997 — 2001
Bachelor of Science, Finance
St. Clare's International College - Oxford, England 2000 — 2000
Liberal Arts Programme, Concentration in International Economics & Business
boylan
Marcus & Millichap 2013 - Present
HSC Realty LLC 2005 - Present
Alvarez & Marsal 2011 - 2012
Alvarez & Marsal 2009 - 2011
Alvarez and Marsal 2008 - 2009
Merrill Lynch 2003 - 2007
JPMorgan Chase 2001 - 2003
Skills
Asset Portfolio..., Client Service, Legal Negotiations, Staff Management, Property Management, Capital Improvement..., Profit Improvement, Budgets, REO & Short Sale..., Acquisitions, Loan Funding &..., Insurance & Tax..., Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Real Estate Investor
Education
Marquette University 1997 — 2001
Bachelor of Science, Finance
St. Clare's International College - Oxford, England 2000 — 2000
Liberal Arts Programme, Concentration in International Economics & Business
boylan
Jonathan Wang's Merrill Lynch Experience January 2013 - June 2014
Job Quantitative Trader
Industry Financial Services
Experience
Arxis Capital June 2014 - February 2015
Merrill Lynch January 2013 - June 2014
Citadel Investment Group July 2005 - July 2011
Skills
C++, R, Perl, Python, SQL, Mandarin, Data Mining, Grid Computing, Equity Trading, Statistical Data..., Large-scale Data..., Computer Hardware, X86_64, Multithreading, Lock-free Algorithms, Trading Systems, Machine Learning, Unix, Linux, Distributed Systems, Big Data
Education
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science (B.S.), Electrical Engineering & Computer Science
Arxis Capital June 2014 - February 2015
Merrill Lynch January 2013 - June 2014
Citadel Investment Group July 2005 - July 2011
Skills
C++, R, Perl, Python, SQL, Mandarin, Data Mining, Grid Computing, Equity Trading, Statistical Data..., Large-scale Data..., Computer Hardware, X86_64, Multithreading, Lock-free Algorithms, Trading Systems, Machine Learning, Unix, Linux, Distributed Systems, Big Data
Education
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science (B.S.), Electrical Engineering & Computer Science
Wanda Mundo's Merrill Lynch Experience January 1984 - March 1988
Job Realtor, Re/Max Village Square
Industry Real Estate
Experience
RE/MAX Village Square Realtors October 2003 - Present
Prudential Investments January 1989 - January 2003
Merrill Lynch January 1984 - March 1988
Skills
Sellers, Relocation, First Time Home Buyers, Short Sales, Investment Properties, Condos, Listings, Investments, Buyer Representation, Foreclosures, New Home Sales, Contract Negotiation, Single Family Homes, Referrals, Townhomes, Real Estate, Sales, REO, Real Estate Transactions, Luxury
Education
Marymount Manhattan College 1978 — 1982
BBA, Business Administration
RE/MAX Village Square Realtors October 2003 - Present
Prudential Investments January 1989 - January 2003
Merrill Lynch January 1984 - March 1988
Skills
Sellers, Relocation, First Time Home Buyers, Short Sales, Investment Properties, Condos, Listings, Investments, Buyer Representation, Foreclosures, New Home Sales, Contract Negotiation, Single Family Homes, Referrals, Townhomes, Real Estate, Sales, REO, Real Estate Transactions, Luxury
Education
Marymount Manhattan College 1978 — 1982
BBA, Business Administration
Andrew Laddaran's Merrill Lynch Experience May 2009 - May 2014
Job Finance Professional
Industry Renewables & Environment
Experience
SolarCity February 2015 - May 2015
SunEdison September 2014 - February 2015
Merrill Lynch May 2009 - May 2014
Body Wipes Inc. January 2011 - January 2013
Wells Fargo January 2004 - August 2006
Skills
Financial Analysis, Alternative Investments, Wealth Management, Technical Analysis, Retirement Planning, Microsoft Excel, Financial Statement..., Data Analysis, Portfolio Management, Model Portfolio, Options Strategies, Multi-generational..., Risk Management, Insurance, Entrepreneurship, Asset Based Lending, Philanthropy, Investment Properties, College Savings Plans, Cash Flow
Education
University of San Francisco 2006 — 2007
Bachelor of Science (BS), Finance, General
Marymount California University 1998 — 2000
Associate of Science (A.S.), Business Administration and Management, General
SolarCity February 2015 - May 2015
SunEdison September 2014 - February 2015
Merrill Lynch May 2009 - May 2014
Body Wipes Inc. January 2011 - January 2013
Wells Fargo January 2004 - August 2006
Skills
Financial Analysis, Alternative Investments, Wealth Management, Technical Analysis, Retirement Planning, Microsoft Excel, Financial Statement..., Data Analysis, Portfolio Management, Model Portfolio, Options Strategies, Multi-generational..., Risk Management, Insurance, Entrepreneurship, Asset Based Lending, Philanthropy, Investment Properties, College Savings Plans, Cash Flow
Education
University of San Francisco 2006 — 2007
Bachelor of Science (BS), Finance, General
Marymount California University 1998 — 2000
Associate of Science (A.S.), Business Administration and Management, General
Drew Champagnie's Merrill Lynch Experience January 1999 - January 2002
Job Program Manager RGA
Industry Financial Services
Experience
TEK Systems on assignment at Wells Fargo September 2011 - April 2014
BJC Healthcare - Director, Planning, Design and Construction January 2009 - June 2011
BJC Healthcare - Director, Planning, Design and Construction February 2007 - January 2009
AG Edwards&Sons August 2004 - January 2007
USAA Investment Management Company July 2002 - July 2004
Merrill Lynch January 1999 - January 2002
Merril Lynch April 1998 - March 1999
Merril Lynch April 1996 - April 1998
United States Marine Corps October 1990 - January 1996
Skills
Budgets, Contract Management, Financial Analysis, Process Improvement, Project Management, Strategic Planning, Project Planning, Contract Negotiation, Risk Management, Change Management, Program Management, Accounting, Team Building, Healthcare, Asset Managment, Managerial Finance, Financial Reporting, Process Scheduler, Finance, Financial Modeling, Leadership, Management, Strategy, Business Development
Education
Maryville University of Saint Louis 2008 — 2011
MBA, Business Administration
The University of Texas at San Antonio 2001 — 2003
Bachelors, Economics
TEK Systems on assignment at Wells Fargo September 2011 - April 2014
BJC Healthcare - Director, Planning, Design and Construction January 2009 - June 2011
BJC Healthcare - Director, Planning, Design and Construction February 2007 - January 2009
AG Edwards&Sons August 2004 - January 2007
USAA Investment Management Company July 2002 - July 2004
Merrill Lynch January 1999 - January 2002
Merril Lynch April 1998 - March 1999
Merril Lynch April 1996 - April 1998
United States Marine Corps October 1990 - January 1996
Skills
Budgets, Contract Management, Financial Analysis, Process Improvement, Project Management, Strategic Planning, Project Planning, Contract Negotiation, Risk Management, Change Management, Program Management, Accounting, Team Building, Healthcare, Asset Managment, Managerial Finance, Financial Reporting, Process Scheduler, Finance, Financial Modeling, Leadership, Management, Strategy, Business Development
Education
Maryville University of Saint Louis 2008 — 2011
MBA, Business Administration
The University of Texas at San Antonio 2001 — 2003
Bachelors, Economics
Michael Glenzel's Merrill Lynch Experience 1993 - 1999
Job Project Director at Travelers
Industry Insurance
Experience
Travelers July 2014 - Present
The Hartford June 2008 - July 2014
MassMutual 2006 - February 2008
Hartford Life 2003 - 2006
Hartford Life 2001 - 2003
Hartford Life 1999 - 2001
Merrill Lynch 1993 - 1999
Skills
Vendor Management, Management, Project Management, Operations Management, Outsourcing, Customer Service, Forecasting, Insurance, Process Improvement, Business Analysis, Leadership, SharePoint, Strategic Planning, Metrics, HTML & CSS, Website Development
Education
Western New England University 1994 — 1996
MBA, Business Administration
Massachusetts College of Liberal Arts 1987 — 1991
B.S., Business Administration
Travelers July 2014 - Present
The Hartford June 2008 - July 2014
MassMutual 2006 - February 2008
Hartford Life 2003 - 2006
Hartford Life 2001 - 2003
Hartford Life 1999 - 2001
Merrill Lynch 1993 - 1999
Skills
Vendor Management, Management, Project Management, Operations Management, Outsourcing, Customer Service, Forecasting, Insurance, Process Improvement, Business Analysis, Leadership, SharePoint, Strategic Planning, Metrics, HTML & CSS, Website Development
Education
Western New England University 1994 — 1996
MBA, Business Administration
Massachusetts College of Liberal Arts 1987 — 1991
B.S., Business Administration
Felix Miller's Merrill Lynch Experience July 2005 - August 2006
Job Senior Manager Finance
Industry Investment Management
Experience
Invesco Ltd. March 2012 - Present
Invesco Ltd. August 2010 - March 2012
Invesco Ltd. August 2006 - August 2010
Merrill Lynch July 2005 - August 2006
Invesco Ltd. August 2004 - July 2005
USEC Inc. August 2002 - July 2004
Barclays Investment Bank June 2000 - October 2001
Skills
Finance, Financial Analysis, Management, Business Analysis, Asset Management, Accounting, Investments, Financial Reporting, Financial Modeling, Forecasting, Mergers & Acquisitions, Analysis, Sarbanes-Oxley Act, Process Improvement, Due Diligence, Mutual Funds, Internal Controls, Financial Services, Requirements Analysis, Requirements Gathering
Education
Georgia Institute of Technology - Georgia Tech College of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Marymount University 1994 — 1997
Bachelor's Degree, Economics
Invesco Ltd. March 2012 - Present
Invesco Ltd. August 2010 - March 2012
Invesco Ltd. August 2006 - August 2010
Merrill Lynch July 2005 - August 2006
Invesco Ltd. August 2004 - July 2005
USEC Inc. August 2002 - July 2004
Barclays Investment Bank June 2000 - October 2001
Skills
Finance, Financial Analysis, Management, Business Analysis, Asset Management, Accounting, Investments, Financial Reporting, Financial Modeling, Forecasting, Mergers & Acquisitions, Analysis, Sarbanes-Oxley Act, Process Improvement, Due Diligence, Mutual Funds, Internal Controls, Financial Services, Requirements Analysis, Requirements Gathering
Education
Georgia Institute of Technology - Georgia Tech College of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Marymount University 1994 — 1997
Bachelor's Degree, Economics
Adam Withrow's Merrill Lynch Experience March 2012 - December 2013
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Merrill Lynch March 2012 - December 2013
Skills
Series 7, Retirement Planning, Retirement, Wealth Management, Mutual Funds, 401k, Strategic Financial..., Investments, Investment Advisory, Financial Advisory, Asset Allocation, Securities, Financial Services, Customer Service, Strategic Planning, Sales, Long-term Care, 401k Rollovers, Life Insurance, College Savings Plans, Wealth, Credit, Banking, Financial Planning
Education
Marshall University 2001 — 2003
M.A., Industrial/Organizational Psychology
West Virginia State University 1997 — 2001
B.A., Psychology
JPMorgan Chase December 2013 - Present
Merrill Lynch March 2012 - December 2013
Skills
Series 7, Retirement Planning, Retirement, Wealth Management, Mutual Funds, 401k, Strategic Financial..., Investments, Investment Advisory, Financial Advisory, Asset Allocation, Securities, Financial Services, Customer Service, Strategic Planning, Sales, Long-term Care, 401k Rollovers, Life Insurance, College Savings Plans, Wealth, Credit, Banking, Financial Planning
Education
Marshall University 2001 — 2003
M.A., Industrial/Organizational Psychology
West Virginia State University 1997 — 2001
B.A., Psychology
Michael Standard's Merrill Lynch Experience February 1994 - March 2001
Job Sr. Enterprise Sales for Bank Channel at Ebix Exchange
Industry Financial Services
Experience
Ebix September 2013 - Present
Ebix September 2013 - Present
EAI Information Systems August 2001 - July 2013
Wells Fargo February 1998 - July 2001
Merrill Lynch February 1994 - March 2001
Skills
Strategy, CRM, Enterprise Software, Investments, Financial Services, Business Strategy, Business Development, Management, Executive Management, Sales, Strategic Financial..., Leadership, Strategic Planning, Insurance, Risk Management, Sales Process, Finance, Sales Management, Sales Operations, Portfolio Management, Marketing Strategy, Business Analysis, Business Intelligence, Contract Negotiation, Securities, Wealth Management, Marketing, SaaS, Banking, Vendor Management, Relationship Management, New Business Development, Financial Advisory, Mergers & Acquisitions, Alternative Investments, Financial Planning, Strategic Investment, Hunter, Territory..., Complex Sales, Business Intelligence..., Strategic Partnerships, Start-ups, Investment Advisory, Software Solution Sales, Lead Generation, C-Level Sales, Team Leadership
Education
Marylhurst University 1999 — 2000
BS, Biology and Communications
Portland State University 1988 — 1989
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Ebix September 2013 - Present
Ebix September 2013 - Present
EAI Information Systems August 2001 - July 2013
Wells Fargo February 1998 - July 2001
Merrill Lynch February 1994 - March 2001
Skills
Strategy, CRM, Enterprise Software, Investments, Financial Services, Business Strategy, Business Development, Management, Executive Management, Sales, Strategic Financial..., Leadership, Strategic Planning, Insurance, Risk Management, Sales Process, Finance, Sales Management, Sales Operations, Portfolio Management, Marketing Strategy, Business Analysis, Business Intelligence, Contract Negotiation, Securities, Wealth Management, Marketing, SaaS, Banking, Vendor Management, Relationship Management, New Business Development, Financial Advisory, Mergers & Acquisitions, Alternative Investments, Financial Planning, Strategic Investment, Hunter, Territory..., Complex Sales, Business Intelligence..., Strategic Partnerships, Start-ups, Investment Advisory, Software Solution Sales, Lead Generation, C-Level Sales, Team Leadership
Education
Marylhurst University 1999 — 2000
BS, Biology and Communications
Portland State University 1988 — 1989
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Robert Sakhai's Merrill Lynch Experience December 2010 - May 2012
Job Mortgage Loan Officer at Bank of America
Industry Financial Services
Experience
Merrill Edge November 2014 - Present
Bank of America May 2012 - November 2014
Merrill Lynch December 2010 - May 2012
AT&T Mobility November 2008 - November 2010
Enterprise Rent-a-Car 2006 - 2008
Skills
Credit, Customer Service, Loans, Credit Analysis, Banking
Education
Marshall University 2001 — 2005
BBA, Finance
Merrill Edge November 2014 - Present
Bank of America May 2012 - November 2014
Merrill Lynch December 2010 - May 2012
AT&T Mobility November 2008 - November 2010
Enterprise Rent-a-Car 2006 - 2008
Skills
Credit, Customer Service, Loans, Credit Analysis, Banking
Education
Marshall University 2001 — 2005
BBA, Finance
Charles Val's Merrill Lynch Experience June 2007 - June 2010
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Securities June 2010 - Present
Merrill Lynch June 2007 - June 2010
Protego Asesores January 2007 - May 2007
Skills
Capital Markets, Financial Modeling, Investment Banking, Strategy, Fixed Income, Portfolio Management, FX Options
Education
Massachusetts Institute of Technology 2002 — 2007
BS, Economics
Banc of America Securities June 2010 - Present
Merrill Lynch June 2007 - June 2010
Protego Asesores January 2007 - May 2007
Skills
Capital Markets, Financial Modeling, Investment Banking, Strategy, Fixed Income, Portfolio Management, FX Options
Education
Massachusetts Institute of Technology 2002 — 2007
BS, Economics
Kermit Threatte's Merrill Lynch Experience June 1996 - August 1998
Job Consultant at Analytics Operations Engineering
Industry Logistics and Supply Chain
Experience
Analytics Operations Engineering August 2001 - Present
Merrill Lynch June 1996 - August 1998
Skills
Analytics, Management Consulting, Operations Research, Business Analytics, Supply Chain Management, Optimizations, Data Analysis
Education
Massachusetts Institute of Technology 1998 — 2001
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1998 — 2001
Master of Science (MS), Operations Research
United States Military Academy at West Point 1990 — 1994
Bachelor of Science (BS), Systems Engineering
Analytics Operations Engineering August 2001 - Present
Merrill Lynch June 1996 - August 1998
Skills
Analytics, Management Consulting, Operations Research, Business Analytics, Supply Chain Management, Optimizations, Data Analysis
Education
Massachusetts Institute of Technology 1998 — 2001
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1998 — 2001
Master of Science (MS), Operations Research
United States Military Academy at West Point 1990 — 1994
Bachelor of Science (BS), Systems Engineering
David Milich's Merrill Lynch Experience 1992 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Diamond Lake Investment Group 2007 - 2008
Merrill Lynch 1992 - 2007
Education
Massachusetts Institute of Technology 1978 — 1988
SB, PhD, Mechanical Engineering
Diamond Lake Investment Group 2007 - 2008
Merrill Lynch 1992 - 2007
Education
Massachusetts Institute of Technology 1978 — 1988
SB, PhD, Mechanical Engineering
Mark Jury's Merrill Lynch Experience May 2007 - January 2009
Job Principal at Guardian Investment Banking. Real Estate.
Industry Financial Services
Experience
Guardian - Investment Banking. Real Estate. November 2013 - Present
Conix Inc January 2011 - November 2013
Wealthbridge Mortgage/Venn Capital Group May 2009 - November 2010
Banc of America Securities January 2009 - May 2009
Merrill Lynch May 2007 - January 2009
Merrill Lynch June 2003 - April 2007
GMAC-RFC 2002 - 2002
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelors, Mathematics
Guardian - Investment Banking. Real Estate. November 2013 - Present
Conix Inc January 2011 - November 2013
Wealthbridge Mortgage/Venn Capital Group May 2009 - November 2010
Banc of America Securities January 2009 - May 2009
Merrill Lynch May 2007 - January 2009
Merrill Lynch June 2003 - April 2007
GMAC-RFC 2002 - 2002
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelors, Mathematics
Heejay Kang's Merrill Lynch Experience June 2007 - February 2009
Job Manager, at Macy's
Industry Internet
Experience
Macy's July 2015 - Present
Spring Inc. June 2014 - August 2014
Dagne Dover May 2013 - July 2013
Bank of America Merrill Lynch February 2009 - May 2013
Merrill Lynch June 2007 - February 2009
Merrill Lynch June 2006 - July 2006
Goldman Sachs June 2005 - July 2005
Skills
Marketing, Analytics, Competitive Analysis, Strategy, Business Development, Corporate Finance, Financial Modeling, Market Research, Product Management, Segmentation, Digital Strategy, Strategic Partnerships, Business Strategy, Entrepreneurship, Web Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Candidate Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Marketing & Operations
Massachusetts Institute of Technology 2003 — 2007
Bachelor's degree, Mechanical Engineering & Management Science
Macy's July 2015 - Present
Spring Inc. June 2014 - August 2014
Dagne Dover May 2013 - July 2013
Bank of America Merrill Lynch February 2009 - May 2013
Merrill Lynch June 2007 - February 2009
Merrill Lynch June 2006 - July 2006
Goldman Sachs June 2005 - July 2005
Skills
Marketing, Analytics, Competitive Analysis, Strategy, Business Development, Corporate Finance, Financial Modeling, Market Research, Product Management, Segmentation, Digital Strategy, Strategic Partnerships, Business Strategy, Entrepreneurship, Web Analytics
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Candidate Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Marketing & Operations
Massachusetts Institute of Technology 2003 — 2007
Bachelor's degree, Mechanical Engineering & Management Science
Bin Pan's Merrill Lynch Experience June 2008 - August 2008
Job Senior Software Engineer at Uber
Industry Information Technology and Services
Experience
Uber 2014 - Present
LinkedIn 2012 - 2014
Oracle 2009 - 2012
MIT 2003 - 2009
Merrill Lynch June 2008 - August 2008
Amgen July 2005 - August 2005
General Mills March 2005 - May 2005
Novartis February 2005 - April 2005
Skills
High Performance..., Java, Algorithms, Statistics, Stochastic Processes, Data Structures, Hadoop, Machine Learning, c, Git, Scalability, Python, Matlab, C++, r, Data Mining, Artificial Intelligence, Perl, Mathematica, Scala, Distributed Systems, Concurrent Programming, Java Concurrency, Swing, Quantitative Finance, Financial Markets, JavaScript, Node.js, Software Engineering, Linux, SQL, Software Development, MySQL, Agile Methodologies
Education
Massachusetts Institute of Technology 2003 — 2009
PhD, Chemical Engineering
Tsinghua University 1999 — 2003
Bachelor, Chemical Engineering
Uber 2014 - Present
LinkedIn 2012 - 2014
Oracle 2009 - 2012
MIT 2003 - 2009
Merrill Lynch June 2008 - August 2008
Amgen July 2005 - August 2005
General Mills March 2005 - May 2005
Novartis February 2005 - April 2005
Skills
High Performance..., Java, Algorithms, Statistics, Stochastic Processes, Data Structures, Hadoop, Machine Learning, c, Git, Scalability, Python, Matlab, C++, r, Data Mining, Artificial Intelligence, Perl, Mathematica, Scala, Distributed Systems, Concurrent Programming, Java Concurrency, Swing, Quantitative Finance, Financial Markets, JavaScript, Node.js, Software Engineering, Linux, SQL, Software Development, MySQL, Agile Methodologies
Education
Massachusetts Institute of Technology 2003 — 2009
PhD, Chemical Engineering
Tsinghua University 1999 — 2003
Bachelor, Chemical Engineering
Charmaine Lobo's Merrill Lynch Experience 1998 - 2002
Job Vice President at Mizuho Financial Group
Industry Financial Services
Experience
Mizuho Financial Group March 2007 - Present
Moodys Investor Services September 2005 - March 2007
Weston Financial Group 2003 - 2005
Merrill Lynch 1998 - 2002
Citi 1996 - 1998
Education
Marymount Manhattan College
Business Management - Finance & Investments
St. Agnes
Bachelor's, Economics
Mizuho Financial Group March 2007 - Present
Moodys Investor Services September 2005 - March 2007
Weston Financial Group 2003 - 2005
Merrill Lynch 1998 - 2002
Citi 1996 - 1998
Education
Marymount Manhattan College
Business Management - Finance & Investments
St. Agnes
Bachelor's, Economics
Brian LaCrosse's Merrill Lynch Experience 2007 - January 2009
Job Entrepreneur and Web Developer
Industry Computer Software
Experience
fjorge September 2012 - Present
Banc of America Securities January 2009 - September 2012
Merrill Lynch 2007 - January 2009
Skills
Fixed Income, Derivatives, Financial Modeling, Analysis, Equities, Capital Markets, VBA, Investment Banking, SQL, Valuation, Trading, Trading Systems, Options, Portfolio Management, Venture Capital, FX Options, Financial Analysis
Education
M.I.T. 2003 — 2007
B.S., Mechanical Engineering
fjorge September 2012 - Present
Banc of America Securities January 2009 - September 2012
Merrill Lynch 2007 - January 2009
Skills
Fixed Income, Derivatives, Financial Modeling, Analysis, Equities, Capital Markets, VBA, Investment Banking, SQL, Valuation, Trading, Trading Systems, Options, Portfolio Management, Venture Capital, FX Options, Financial Analysis
Education
M.I.T. 2003 — 2007
B.S., Mechanical Engineering
Karen M. Veltri's Merrill Lynch Experience March 1987 - June 1997
Job Revenue Officer at Internal Revenue Service
Industry Government Administration
Experience
Internal Revenue Service June 2009 - Present
BNY ConvergEx February 2008 - January 2009
B-Trade Services January 2002 - January 2008
Bear Stearns January 1998 - January 2002
Merrill Lynch March 1987 - June 1997
Skills
Bloomberg, Equities, Securities, Account Reconciliation, Series 7, Financial Analysis, Auditing, Microsoft Excel, Microsoft Office, Business Analysis, Budgets, Relationship Management, Tax Law, Financial Services
Education
Marymount Manhattan College
BS, Business Management, Finance and Investments
Berkeley College-New York
Associate's degree, Accounting
Internal Revenue Service June 2009 - Present
BNY ConvergEx February 2008 - January 2009
B-Trade Services January 2002 - January 2008
Bear Stearns January 1998 - January 2002
Merrill Lynch March 1987 - June 1997
Skills
Bloomberg, Equities, Securities, Account Reconciliation, Series 7, Financial Analysis, Auditing, Microsoft Excel, Microsoft Office, Business Analysis, Budgets, Relationship Management, Tax Law, Financial Services
Education
Marymount Manhattan College
BS, Business Management, Finance and Investments
Berkeley College-New York
Associate's degree, Accounting
Sylvia Pikramenos's Merrill Lynch Experience July 2005 - Present
Job Associate at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch July 2005 - Present
Skills
Credit Derivatives, Bloomberg, Fixed Income, Capital Markets, Equities, Derivatives, Series 7, Interest Rate..., Middle Office, Securities, Trading
Education
Marymount Manhattan College 2002 — 2006
BS, Business Management/Marketing
Merrill Lynch July 2005 - Present
Skills
Credit Derivatives, Bloomberg, Fixed Income, Capital Markets, Equities, Derivatives, Series 7, Interest Rate..., Middle Office, Securities, Trading
Education
Marymount Manhattan College 2002 — 2006
BS, Business Management/Marketing
Ann Stamm's Merrill Lynch Experience July 2003 - Present
Job Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2003 - Present
Applied Card Systems 2001 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Variable Annuities, Series 6, Series 63, Investment Advisory
Education
Marshall University 1998 — 2000
MBA
University of Missouri-Columbia 1977 — 1981
B.S., Finance
Merrill Lynch July 2003 - Present
Applied Card Systems 2001 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Variable Annuities, Series 6, Series 63, Investment Advisory
Education
Marshall University 1998 — 2000
MBA
University of Missouri-Columbia 1977 — 1981
B.S., Finance
Jean-Paul Sursock's Merrill Lynch Experience 2000 - 2008
Job Fixed Income Strategist at BlackRock
Industry Investment Management
Experience
BlackRock 2013 - Present
Barclays Capital 2008 - 2013
Lehman Brothers 2008 - 2008
Merrill Lynch 2000 - 2008
National Bureau of Economic Research 1996 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, Structured Products, Risk Management, Portfolio Management, Interest Rate..., Interest Rate Risk..., Credit Derivatives, CDS, Investments
Education
Massachusetts Institute of Technology 1998 — 2000
SM, Operations Research
University of California, Berkeley 1992 — 1996
BA, Statistics
BlackRock 2013 - Present
Barclays Capital 2008 - 2013
Lehman Brothers 2008 - 2008
Merrill Lynch 2000 - 2008
National Bureau of Economic Research 1996 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, Structured Products, Risk Management, Portfolio Management, Interest Rate..., Interest Rate Risk..., Credit Derivatives, CDS, Investments
Education
Massachusetts Institute of Technology 1998 — 2000
SM, Operations Research
University of California, Berkeley 1992 — 1996
BA, Statistics
Bill Garvey's Merrill Lynch Experience 2003 - 2006
Job Corporate Bond Trader at Santander
Industry Financial Services
Experience
Santander Investment Securities Inc June 2015 - Present
Nomura Securities October 2012 - February 2015
HSBC August 2009 - July 2012
Barclays January 2006 - October 2008
Merrill Lynch 2003 - 2006
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Capital Markets, Fixed Income, Trading, Bloomberg, Hedge Funds, Derivatives
Education
MIT 1999 — 2003
Bachelor of Science (BS), Management Science
Santander Investment Securities Inc June 2015 - Present
Nomura Securities October 2012 - February 2015
HSBC August 2009 - July 2012
Barclays January 2006 - October 2008
Merrill Lynch 2003 - 2006
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Series 7, Capital Markets, Fixed Income, Trading, Bloomberg, Hedge Funds, Derivatives
Education
MIT 1999 — 2003
Bachelor of Science (BS), Management Science
David Nole's Merrill Lynch Experience June 2007 - August 2007
Job Director of Quantitative Trading at TransMarket Group
Industry Financial Services
Experience
TransMarket Group, L.L.C. June 2009 - Present
Ballentine Capital Management, LLC June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Fixed Income, Proprietary Trading, Electronic Trading, Market Making, Trading Strategies, Derivatives, Trading Systems, Commodity, Bloomberg, Trading, Quantitative Finance, Options, Financial Markets
Education
Massachusetts Institute of Technology 2005 — 2009
BS, Finance
TransMarket Group, L.L.C. June 2009 - Present
Ballentine Capital Management, LLC June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Fixed Income, Proprietary Trading, Electronic Trading, Market Making, Trading Strategies, Derivatives, Trading Systems, Commodity, Bloomberg, Trading, Quantitative Finance, Options, Financial Markets
Education
Massachusetts Institute of Technology 2005 — 2009
BS, Finance
Andrew Laddaran's Merrill Lynch Experience May 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2009 - Present
Wells Fargo 2004 - 2006
Skills
Investments, Equities, Portfolio Management, Financial Analysis, Asset Management, Finance, Financial Services, Hedge Funds, Capital Markets, Risk Management, Derivatives, Private Equity
Education
University of San Francisco 2005 — 2007
BS, Finance
Marymount California University 1998 — 2000
A.S.
Loyola High School
Merrill Lynch May 2009 - Present
Wells Fargo 2004 - 2006
Skills
Investments, Equities, Portfolio Management, Financial Analysis, Asset Management, Finance, Financial Services, Hedge Funds, Capital Markets, Risk Management, Derivatives, Private Equity
Education
University of San Francisco 2005 — 2007
BS, Finance
Marymount California University 1998 — 2000
A.S.
Loyola High School
Chad T. Lower's Merrill Lynch Experience August 2011 - July 2012
Job Mathematics Instructional Supervisor at The Keystone School
Industry Education Management
Experience
K12 December 2012 - Present
Merrill Lynch August 2011 - July 2012
Pennsylvania College of Technology August 2007 - August 2011
Wal-Mart June 1995 - December 2008
West Virginia University August 2005 - May 2007
Detroit Public Schools August 2002 - August 2005
Teach For America June 2002 - June 2004
Skills
Teaching, Tutoring
Education
Marygrove College 2002 — 2004
Teacher's Certification, Mathematics, Chemistry
Shippensburg University of Pennsylvania 1998 — 2002
MS, Mathematics
Messiah College 1994 — 1998
BA, Mathematics, minor Chemistry
K12 December 2012 - Present
Merrill Lynch August 2011 - July 2012
Pennsylvania College of Technology August 2007 - August 2011
Wal-Mart June 1995 - December 2008
West Virginia University August 2005 - May 2007
Detroit Public Schools August 2002 - August 2005
Teach For America June 2002 - June 2004
Skills
Teaching, Tutoring
Education
Marygrove College 2002 — 2004
Teacher's Certification, Mathematics, Chemistry
Shippensburg University of Pennsylvania 1998 — 2002
MS, Mathematics
Messiah College 1994 — 1998
BA, Mathematics, minor Chemistry
Andy Phelps's Merrill Lynch Experience February 2004 - January 2009
Job Managing Director Head of Syndication for Global Structured Credit and Solutions at Natixis
Industry Financial Services
Experience
Natixis North America December 2012 - Present
Stifel Nicolaus February 2009 - July 2012
Merrill Lynch February 2004 - January 2009
Goldman Sachs February 1998 - January 2004
JPMorgan June 1995 - January 1998
Skills
Securitization, Fixed Income, Structured Products, Hedge Funds, Distressed Debt, Asset Based Lending, Small Business Lending, CLO, CDO, Fundraising, Middle Market, Sales Management, Relationship Marketing, Investment Banking, Syndications, Capital Markets, Alternative Investments, Bonds, Structured Finance, Loan Origination, Portfolio Management, Credit Derivatives, Asset Management, Equity Derivatives, Derivatives, ABS, Credit, Equities, Options
Education
Massachusetts Institute of Technology 1991 — 1995
BS, Materials Engineering
Middleton High School 1987 — 1991
Natixis North America December 2012 - Present
Stifel Nicolaus February 2009 - July 2012
Merrill Lynch February 2004 - January 2009
Goldman Sachs February 1998 - January 2004
JPMorgan June 1995 - January 1998
Skills
Securitization, Fixed Income, Structured Products, Hedge Funds, Distressed Debt, Asset Based Lending, Small Business Lending, CLO, CDO, Fundraising, Middle Market, Sales Management, Relationship Marketing, Investment Banking, Syndications, Capital Markets, Alternative Investments, Bonds, Structured Finance, Loan Origination, Portfolio Management, Credit Derivatives, Asset Management, Equity Derivatives, Derivatives, ABS, Credit, Equities, Options
Education
Massachusetts Institute of Technology 1991 — 1995
BS, Materials Engineering
Middleton High School 1987 — 1991
Chris Gaitley's Merrill Lynch Experience October 2005 - October 2008
Job BoA/Merrill Lynch & My Father's Business
Industry Financial Services
Experience
BoA - Merrill Lynch Volunteer Mentor / InstructorSOAR TutoringSeptember 2008 - Present
BoA/Merrill Lynch January 2008 - Present
My Father's Business Outreach Ministry January 2002 - Present
Merrill Lynch October 2005 - October 2008
Skills
Series 7, Employee Training, Series 63, Wealth Management, Event Planning, Budgets, Fundraising, Human Resources, Client Services, Leadership Development, Community Outreach, Conflict Resolution, Organizational..., Coaching, Team Leadership, Team Building, Investments, Leadership, Strategic Planning, Customer Service, Nonprofits, Teaching, Volunteer Management, Management, Public Speaking, Finance, Microsoft Word, Project Management, Financial Services, Process Improvement, Relationship Management, Staff Development
Education
Marygrove College 1978 — 1979
Dance Performance
BoA - Merrill Lynch Volunteer Mentor / InstructorSOAR TutoringSeptember 2008 - Present
BoA/Merrill Lynch January 2008 - Present
My Father's Business Outreach Ministry January 2002 - Present
Merrill Lynch October 2005 - October 2008
Skills
Series 7, Employee Training, Series 63, Wealth Management, Event Planning, Budgets, Fundraising, Human Resources, Client Services, Leadership Development, Community Outreach, Conflict Resolution, Organizational..., Coaching, Team Leadership, Team Building, Investments, Leadership, Strategic Planning, Customer Service, Nonprofits, Teaching, Volunteer Management, Management, Public Speaking, Finance, Microsoft Word, Project Management, Financial Services, Process Improvement, Relationship Management, Staff Development
Education
Marygrove College 1978 — 1979
Dance Performance
Carol A. Hauser's Merrill Lynch Experience August 2002 - July 2006
Job Regional Sales & Marketing Director External Wholesaler, New Business Development, Relationship Management
Industry Financial Services
Experience
New Product Launches - Mutual Funds - ETF's - Equity Trading - Data Analytics Equity Research Sales September 2015 - Present
HFT July 2006 - Present
Merrill Lynch August 2002 - July 2006
MetLife September 1996 - August 2002
Putnam Investments September 1987 - September 1996
Prudential Financial (purchased Thomson McKinnon Securites) June 1985 - September 1987
Skills
Mutual Funds, Equity Research, Investments, Asset Management, New Business Development, Driving Sales..., Territory Management, Closing Profitable..., Expanding Existing..., Growth Strategist, Change Management -..., Relationship Management, External Territory..., Strong Leadership,..., Consultative Sales..., Retail and..., Skilled at Building..., Develop and Implement..., Field Sales, Training and educating, Deliver Results, Exceptional Attention..., Increase Awareness, Public Speaking at New..., Presidents Club Sales..., Track Record of..., Establish Trust and a..., Increasing Assets Under..., Work well under..., Persistent, Self-Starter, Comfortable working..., Work Closely with..., Facilitate the Decision..., Opened over 350 New..., Proven Complex..., Maintain Up-to-Date..., Excel at Reactivating..., Turned Around Sales..., Equity Trading, Equity Portfolio..., Investment Strategies, Market Data Analytics, Market Trends, Retirement Planning, Series 7, Series 63, Wealth Management, Strategic Financial..., Insurance and Fixed...
Education
Marymount Manhattan College
Pelham High School, Pelham Manor, NY
New Product Launches - Mutual Funds - ETF's - Equity Trading - Data Analytics Equity Research Sales September 2015 - Present
HFT July 2006 - Present
Merrill Lynch August 2002 - July 2006
MetLife September 1996 - August 2002
Putnam Investments September 1987 - September 1996
Prudential Financial (purchased Thomson McKinnon Securites) June 1985 - September 1987
Skills
Mutual Funds, Equity Research, Investments, Asset Management, New Business Development, Driving Sales..., Territory Management, Closing Profitable..., Expanding Existing..., Growth Strategist, Change Management -..., Relationship Management, External Territory..., Strong Leadership,..., Consultative Sales..., Retail and..., Skilled at Building..., Develop and Implement..., Field Sales, Training and educating, Deliver Results, Exceptional Attention..., Increase Awareness, Public Speaking at New..., Presidents Club Sales..., Track Record of..., Establish Trust and a..., Increasing Assets Under..., Work well under..., Persistent, Self-Starter, Comfortable working..., Work Closely with..., Facilitate the Decision..., Opened over 350 New..., Proven Complex..., Maintain Up-to-Date..., Excel at Reactivating..., Turned Around Sales..., Equity Trading, Equity Portfolio..., Investment Strategies, Market Data Analytics, Market Trends, Retirement Planning, Series 7, Series 63, Wealth Management, Strategic Financial..., Insurance and Fixed...
Education
Marymount Manhattan College
Pelham High School, Pelham Manor, NY
Tom Feltes's Merrill Lynch Experience June 1993 - May 2007
Job Director Global Equity Salestrading at Knight Capital Markets
Industry Financial Services
Experience
Knight Capital Markets Senior Vice President- Equity SalesWedbush SecuritiesNovember 2012 - July 2013
Merrill Lynch June 1993 - May 2007
Oppenheimer & Co. September 1989 - May 1993
American Capital Asset Management January 1986 - September 1989
Skills
Series 7, Equities, Securities, Series 63, Hedge Funds, Mutual Funds, Investments, Trading, Capital Markets, Electronic Trading, Fixed Income
Education
Marquette University 1980 — 1984
BA, Journalism
Knight Capital Markets Senior Vice President- Equity SalesWedbush SecuritiesNovember 2012 - July 2013
Merrill Lynch June 1993 - May 2007
Oppenheimer & Co. September 1989 - May 1993
American Capital Asset Management January 1986 - September 1989
Skills
Series 7, Equities, Securities, Series 63, Hedge Funds, Mutual Funds, Investments, Trading, Capital Markets, Electronic Trading, Fixed Income
Education
Marquette University 1980 — 1984
BA, Journalism
Pamela Cozzi's Merrill Lynch Experience September 1996 - March 2003
Job Project Manager at Taocon Inc
Industry Construction
Experience
Taocon Inc June 2014 - Present
Yorke Construction April 2013 - May 2014
CBRE / Morgan Stanley March 2013 - April 2013
Fast Track Construction October 2012 - December 2012
Holder Group LLC June 2011 - June 2011
The TLM Group August 2010 - November 2010
Duce Construction Corp. May 2009 - October 2009
R.D. Rice Construction September 2003 - March 2009
Merrill Lynch September 1996 - March 2003
Merrill Lynch January 1994 - September 1996
Skills
Process Scheduler, Contract Management, Budgets, Construction Management, Construction, Interior Design, Project Planning, Project Management, Program Management, Risk Management, Vendor Management, Management, Change Orders, Submittals, Facilities Management, Renovation, Value Engineering
Education
Marywood University 1981 — 1984
BA, Interior Design
New York University, School of Continuing Education 1996 — 1996
Taocon Inc June 2014 - Present
Yorke Construction April 2013 - May 2014
CBRE / Morgan Stanley March 2013 - April 2013
Fast Track Construction October 2012 - December 2012
Holder Group LLC June 2011 - June 2011
The TLM Group August 2010 - November 2010
Duce Construction Corp. May 2009 - October 2009
R.D. Rice Construction September 2003 - March 2009
Merrill Lynch September 1996 - March 2003
Merrill Lynch January 1994 - September 1996
Skills
Process Scheduler, Contract Management, Budgets, Construction Management, Construction, Interior Design, Project Planning, Project Management, Program Management, Risk Management, Vendor Management, Management, Change Orders, Submittals, Facilities Management, Renovation, Value Engineering
Education
Marywood University 1981 — 1984
BA, Interior Design
New York University, School of Continuing Education 1996 — 1996
Patricia ODonnell's Merrill Lynch Experience June 1986 - February 2002
Job Managing Director, Head of Insurance Operations
Industry Financial Services
Experience
Fifth Avenue Financial - Lenox Advisors, Inc. November 2010 - Present
MassMutual Financial Group May 2004 - November 2010
Dow Jones December 2002 - May 2004
Merrill Lynch June 1986 - February 2002
Skills
Strategy, Leadership, CRM, Process Improvement, Change Management, Performance Management, Strategic Planning, Insurance, Operations Management, Competitive Analysis, Team Building, Leadership Development, Six Sigma, Disability Insurance, Customer Experience, Life Insurance, Risk Management, Program Management, Financial Services
Education
Massachusetts College of Liberal Arts 1981 — 1985
Bachelors, Business
Fifth Avenue Financial - Lenox Advisors, Inc. November 2010 - Present
MassMutual Financial Group May 2004 - November 2010
Dow Jones December 2002 - May 2004
Merrill Lynch June 1986 - February 2002
Skills
Strategy, Leadership, CRM, Process Improvement, Change Management, Performance Management, Strategic Planning, Insurance, Operations Management, Competitive Analysis, Team Building, Leadership Development, Six Sigma, Disability Insurance, Customer Experience, Life Insurance, Risk Management, Program Management, Financial Services
Education
Massachusetts College of Liberal Arts 1981 — 1985
Bachelors, Business
Kathy Folliard's Merrill Lynch Experience May 1995 - February 2002
Job Director, Product Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2006 - Present
JPMorgan Chase May 2002 - July 2006
Merrill Lynch May 1995 - February 2002
Skills
Financial Services, Fixed Income, Banking, Securities, Portfolio Management, Series 7, Equities, Business Analysis
Education
Pace University - Lubin School of Business 1977 — 1981
MBA, Management Information Systems
Marymount Manhattan College 1970 — 1974
BA, Psychology, Biology
UBS Wealth Management August 2006 - Present
JPMorgan Chase May 2002 - July 2006
Merrill Lynch May 1995 - February 2002
Skills
Financial Services, Fixed Income, Banking, Securities, Portfolio Management, Series 7, Equities, Business Analysis
Education
Pace University - Lubin School of Business 1977 — 1981
MBA, Management Information Systems
Marymount Manhattan College 1970 — 1974
BA, Psychology, Biology
Ben Hoecherl, CFA's Merrill Lynch Experience September 2010 - November 2012
Job Product Manager at Financial Services Company
Industry Financial Services
Experience
Financial Services Company November 2011 - Present
Merrill Lynch September 2010 - November 2012
CHARLES SCHWAB & COMPANY June 2006 - September 2011
AXA Advisors May 2003 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., New Business Development, Marketing Strategy, CRM, Forecasting, Strategy, Investments, Negotiation, Financial Analysis, Financial Modeling, Strategic Planning, Management, Analysis, Sales
Education
Regis University 2006 — 2008
Masters, MBA Finance and Accounting
University of Utah - David Eccles School of Business 2000 — 2002
Bachelors of Science, Finance
Mars Hill University 1996 — 1998
Financial Services Company November 2011 - Present
Merrill Lynch September 2010 - November 2012
CHARLES SCHWAB & COMPANY June 2006 - September 2011
AXA Advisors May 2003 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., New Business Development, Marketing Strategy, CRM, Forecasting, Strategy, Investments, Negotiation, Financial Analysis, Financial Modeling, Strategic Planning, Management, Analysis, Sales
Education
Regis University 2006 — 2008
Masters, MBA Finance and Accounting
University of Utah - David Eccles School of Business 2000 — 2002
Bachelors of Science, Finance
Mars Hill University 1996 — 1998
Allan Brik's Merrill Lynch Experience 1993 - 1998
Job Managing Founder at Everysk Technologies
Industry Financial Services
Experience
Everysk Technologies January 2013 - Present
BRIK LLC 2009 - November 2012
Arden Asset Management 2002 - 2009
Goldman Sachs 1998 - 2002
Merrill Lynch 1993 - 1998
Skills
Portfolio Management, Risk Management, Hedge Funds, Institutional..., Trading, Asset Management, Asset Managment, Fund Of Funds, Alternative Investments, Investments, Private Equity, Financial Risk, Derivatives, Asset Allocation, Fixed Income, Equities, Commodity, Emerging Markets, Investment Management
Education
Massachusetts Institute of Technology 1989 — 1993
PhD, Computer Aided Engineering
UFRJ - Universidade Federal do Rio de Janeiro 1985 — 1989
M.Sc., Structural Engineering
Everysk Technologies January 2013 - Present
BRIK LLC 2009 - November 2012
Arden Asset Management 2002 - 2009
Goldman Sachs 1998 - 2002
Merrill Lynch 1993 - 1998
Skills
Portfolio Management, Risk Management, Hedge Funds, Institutional..., Trading, Asset Management, Asset Managment, Fund Of Funds, Alternative Investments, Investments, Private Equity, Financial Risk, Derivatives, Asset Allocation, Fixed Income, Equities, Commodity, Emerging Markets, Investment Management
Education
Massachusetts Institute of Technology 1989 — 1993
PhD, Computer Aided Engineering
UFRJ - Universidade Federal do Rio de Janeiro 1985 — 1989
M.Sc., Structural Engineering
Art Vaughan CAMS's Merrill Lynch Experience 1999 - 2001
Job Bank Examiner Large Bank Compliance Department of Treasury Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency June 2012 - Present
FDIC September 2009 - June 2012
Dow Capital Funding Corp. 2006 - 2007
Countrywide Home Loans 2003 - 2006
Merrill Lynch 1999 - 2001
Southeast Home Mortgage Corp. 1992 - 1999
Skills
Credit, Credit Analysis, Credit Risk, Investments, Risk Management, Loans, Financial Risk, Financial Analysis, Mortgage Lending, Capital Markets, Banking, Mortgage Banking, Financial Modeling, Due Diligence, Loan Origination, Financial Institutions, Commercial Banking
Education
Marshall University 1978 — 1983
BBA, Accounting/Finance
Office of the Comptroller of the Currency June 2012 - Present
FDIC September 2009 - June 2012
Dow Capital Funding Corp. 2006 - 2007
Countrywide Home Loans 2003 - 2006
Merrill Lynch 1999 - 2001
Southeast Home Mortgage Corp. 1992 - 1999
Skills
Credit, Credit Analysis, Credit Risk, Investments, Risk Management, Loans, Financial Risk, Financial Analysis, Mortgage Lending, Capital Markets, Banking, Mortgage Banking, Financial Modeling, Due Diligence, Loan Origination, Financial Institutions, Commercial Banking
Education
Marshall University 1978 — 1983
BBA, Accounting/Finance
Ty Toriello's Merrill Lynch Experience April 2000 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2000 - Present
Smith Barney April 2004 - November 2010
Brunswick Corporation March 1995 - April 2000
Storage Tech January 1992 - March 1995
First Interstate Bank August 1989 - February 1992
Education
University of Tennessee-Knoxville 1999 — 2000
MBA, Mathematical Statistics and Probability
University of Denver 1989 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Universitat Freiberg am Brisgau 1988 — 1989
German Language and Literature
Universität Wien / University of Vienna 1986 — 1987
German Language and Literature
Marquette University 1984 — 1986
Business/Managerial Economics
Merrill Lynch April 2000 - Present
Smith Barney April 2004 - November 2010
Brunswick Corporation March 1995 - April 2000
Storage Tech January 1992 - March 1995
First Interstate Bank August 1989 - February 1992
Education
University of Tennessee-Knoxville 1999 — 2000
MBA, Mathematical Statistics and Probability
University of Denver 1989 — 1990
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Universitat Freiberg am Brisgau 1988 — 1989
German Language and Literature
Universität Wien / University of Vienna 1986 — 1987
German Language and Literature
Marquette University 1984 — 1986
Business/Managerial Economics
Bill Glock's Merrill Lynch Experience July 1994 - May 2009
Job
Industry
Experience
Merrill Lynch July 1994 - May 2009
Education
M.I.T. 1963 — 1967
BSEE, Electrical Engineering
Merrill Lynch July 1994 - May 2009
Education
M.I.T. 1963 — 1967
BSEE, Electrical Engineering
beatrice pacheco's Merrill Lynch Experience January 1985 - March 1999
Job executive director at Estee Lauder
Industry Cosmetics
Experience
Estee Lauder January 1999 - Present
Merrill Lynch January 1985 - March 1999
American Express January 1983 - December 1984
Education
Marymount Manhattan College
marymouth college
Estee Lauder January 1999 - Present
Merrill Lynch January 1985 - March 1999
American Express January 1983 - December 1984
Education
Marymount Manhattan College
marymouth college
Jay Sarkar's Merrill Lynch Experience 2003 - 2005
Job Financial Services Professional
Industry Financial Services
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank