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
Laurent Desbois, CFA Laurent Desbois, CFA's Merrill Lynch Experience February 1996 - July 1997
Job VP Tactical Asset Allocation at Caisse de dépôt et placement du Québec
Industry Financial Services
Experience
Caisse de dépôt et placement du Québec October 2014 - Present
Fjord Capital December 2004 - October 2014
Citigroup 1997 - 2004
Merrill Lynch February 1996 - July 1997
Caisse de dépôt et placement du Québec 1988 - 1996
Skills
Foreign Exchange, Derivatives, Fixed Income, Asset Allocation, Currency, Hedging, Options, Asset Management, Investment Strategies, FX Options, Alternative Investments, Capital Markets, Commodity, Financial Markets, Hedge Funds, Investments, Portfolio Management, Risk Management, Structured Products, Trading
Education
Université de Montréal 1983 — 1985
M.Sc, Economics
McGill University 1980 — 1983
B.A (Honors), Economics
College Stanislas 1977 — 1980
Saint-Martin de France 1974 — 1977
Caisse de dépôt et placement du Québec October 2014 - Present
Fjord Capital December 2004 - October 2014
Citigroup 1997 - 2004
Merrill Lynch February 1996 - July 1997
Caisse de dépôt et placement du Québec 1988 - 1996
Skills
Foreign Exchange, Derivatives, Fixed Income, Asset Allocation, Currency, Hedging, Options, Asset Management, Investment Strategies, FX Options, Alternative Investments, Capital Markets, Commodity, Financial Markets, Hedge Funds, Investments, Portfolio Management, Risk Management, Structured Products, Trading
Education
Université de Montréal 1983 — 1985
M.Sc, Economics
McGill University 1980 — 1983
B.A (Honors), Economics
College Stanislas 1977 — 1980
Saint-Martin de France 1974 — 1977
Kristin Kober's Merrill Lynch Experience March 2010 - June 2014
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Merrill Lynch March 2010 - June 2014
Morgan Stanley Wealth Management December 2005 - March 2010
Legg Mason April 2005 - December 2005
Legg Mason August 2001 - April 2005
Legg Mason January 2000 - August 2001
Skills
Banking, Change Management, Credit, Financial Services, Loans, Management, Mortgage Lending, Organizational..., Private Banking, Recruiting, Series 65, Series 7, Wealth Management, Wealth Management...
Education
The Johns Hopkins University - Carey Business School 2005 — 2006
Skilled Facilitation Certification
McDaniel College 1996 — 2000
BA, Psychology
North Harford High School
Merrill Lynch March 2010 - June 2014
Morgan Stanley Wealth Management December 2005 - March 2010
Legg Mason April 2005 - December 2005
Legg Mason August 2001 - April 2005
Legg Mason January 2000 - August 2001
Skills
Banking, Change Management, Credit, Financial Services, Loans, Management, Mortgage Lending, Organizational..., Private Banking, Recruiting, Series 65, Series 7, Wealth Management, Wealth Management...
Education
The Johns Hopkins University - Carey Business School 2005 — 2006
Skilled Facilitation Certification
McDaniel College 1996 — 2000
BA, Psychology
North Harford High School
Vivek Shrivastava Vivek Shrivastava's Merrill Lynch Experience March 2003 - June 2004
Job Business Technology Consultant
Industry Information Technology and Services
Experience
Sogeti (A Capgemini Company) August 2014 - Present
Independent Contractor January 2009 - July 2014
Capgemini October 2007 - December 2008
Mahindra Satyam February 2005 - September 2007
SunGard Consulting Services July 2004 - January 2005
Merrill Lynch March 2003 - June 2004
Herschel Technologies June 2000 - February 2003
HCL Technologies / Consulting November 1997 - June 2000
Software Career in India January 1991 - October 1997
Education
Stevens Institute of Technology 2000 — 2002
Executive Master of Technology Management (EMTM)
Maulana Azad National Institute of Technology 1988 — 1991
Master of Computer Applications (M.C.A.)
Pandit Ravishankar Shukla University 1984 — 1988
Bachelor of Science (B.Sc.)
Sogeti (A Capgemini Company) August 2014 - Present
Independent Contractor January 2009 - July 2014
Capgemini October 2007 - December 2008
Mahindra Satyam February 2005 - September 2007
SunGard Consulting Services July 2004 - January 2005
Merrill Lynch March 2003 - June 2004
Herschel Technologies June 2000 - February 2003
HCL Technologies / Consulting November 1997 - June 2000
Software Career in India January 1991 - October 1997
Education
Stevens Institute of Technology 2000 — 2002
Executive Master of Technology Management (EMTM)
Maulana Azad National Institute of Technology 1988 — 1991
Master of Computer Applications (M.C.A.)
Pandit Ravishankar Shukla University 1984 — 1988
Bachelor of Science (B.Sc.)
David Whitehouse David Whitehouse's Merrill Lynch Experience 2002 - 2008
Job at
Industry Investment Management
Experience
Apollo Global Management LLC February 2011 - Present
Apax Partners 2008 - 2011
Merrill Lynch 2002 - 2008
Morgan Stanley Dean Witter 1996 - 2002
citigroup bank 1991 - 1996
Skills
Fundraising, Investor Relations, Alternative Investments, Private Equity, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
MBA
Apollo Global Management LLC February 2011 - Present
Apax Partners 2008 - 2011
Merrill Lynch 2002 - 2008
Morgan Stanley Dean Witter 1996 - 2002
citigroup bank 1991 - 1996
Skills
Fundraising, Investor Relations, Alternative Investments, Private Equity, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
MBA
Anne Tseng Anne Tseng's Merrill Lynch Experience September 2001 - June 2002
Job Operational Excellence Program Manager at PayPal
Industry Internet
Experience
PayPal May 2014 - Present
PayPal September 2011 - May 2014
PayPal August 2010 - September 2011
PayPal May 2010 - August 2010
MIT - China Leaders for Global Operations March 2006 - April 2010
LTT Research, Ltd., Helsinki School of Economics (part of Aalto University) November 2002 - January 2007
Merrill Lynch September 2001 - June 2002
The London Assurance (subsidiary of Royal & Sun Alliance) August 1998 - July 1999
Ernst & Young, LLP June 1996 - May 1998
Price Waterhouse, LLP September 1994 - June 1996
Skills
versatile, skilled..., project planning and..., Voice of the Customer, Versatility, Analytics, E-commerce, Customer Experience, Customer Insight, Strategic Planning, Leadership, Mergers & Acquisitions, Strategy, Cross-functional Team..., Product Management, Product Marketing, Business Strategy, Strategic Partnerships, Go-to-market Strategy, Management, Program Management, Project Management, Start-ups
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Financial Management
University of Chicago
AB, Economics
PayPal May 2014 - Present
PayPal September 2011 - May 2014
PayPal August 2010 - September 2011
PayPal May 2010 - August 2010
MIT - China Leaders for Global Operations March 2006 - April 2010
LTT Research, Ltd., Helsinki School of Economics (part of Aalto University) November 2002 - January 2007
Merrill Lynch September 2001 - June 2002
The London Assurance (subsidiary of Royal & Sun Alliance) August 1998 - July 1999
Ernst & Young, LLP June 1996 - May 1998
Price Waterhouse, LLP September 1994 - June 1996
Skills
versatile, skilled..., project planning and..., Voice of the Customer, Versatility, Analytics, E-commerce, Customer Experience, Customer Insight, Strategic Planning, Leadership, Mergers & Acquisitions, Strategy, Cross-functional Team..., Product Management, Product Marketing, Business Strategy, Strategic Partnerships, Go-to-market Strategy, Management, Program Management, Project Management, Start-ups
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Financial Management
University of Chicago
AB, Economics
Joseph (JJ) Marus, CPWA®'s Merrill Lynch Experience May 2013 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch May 2013 - Present
Goldman Sachs 2008 - 2012
Skills
Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Private Equity, Fixed Income, Portfolio Management, Asset Management, Investment Banking, Capital Markets, Alternative Investments, Financial Analysis, Trusts, Estate Planning, Wealth Transfer Planning, Private Banking, Strategic Financial..., Wealth Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
North Carolina State University
Bachelor of Science (BS), Zoology
Merrill Lynch May 2013 - Present
Goldman Sachs 2008 - 2012
Skills
Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Private Equity, Fixed Income, Portfolio Management, Asset Management, Investment Banking, Capital Markets, Alternative Investments, Financial Analysis, Trusts, Estate Planning, Wealth Transfer Planning, Private Banking, Strategic Financial..., Wealth Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
North Carolina State University
Bachelor of Science (BS), Zoology
Lu Lu's Merrill Lynch Experience September 2011 - December 2011
Job Manager, Digital Marketing Analytics at Caesars Entertainment Corporation
Industry Entertainment
Experience
Caesars Entertainment Corporation June 2015 - Present
Caesars Entertainment Corporation October 2014 - Present
Caesars Entertainment Corporation March 2013 - October 2014
CGN & Associates July 2012 - September 2012
Fairhaven Capital January 2012 - April 2012
Merrill Lynch September 2011 - December 2011
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2010 - August 2010
Unicredit June 2009 - August 2009
Shanghai Pudong Development Bank December 2008 - January 2009
Skills
R, Bloomberg, Market Research, Finance, Financial Projection, Data Analysis, Analytics, Microsoft Excel, PowerPoint, Online Marketing..., Marketing Analytics, SAS programming, Java, Capital IQ, Digital Marketing, Actuarial Exams, SAS, SQL
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Actuarial Science, Risk Management& Insurance, and Mathematics
Caesars Entertainment Corporation June 2015 - Present
Caesars Entertainment Corporation October 2014 - Present
Caesars Entertainment Corporation March 2013 - October 2014
CGN & Associates July 2012 - September 2012
Fairhaven Capital January 2012 - April 2012
Merrill Lynch September 2011 - December 2011
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2010 - August 2010
Unicredit June 2009 - August 2009
Shanghai Pudong Development Bank December 2008 - January 2009
Skills
R, Bloomberg, Market Research, Finance, Financial Projection, Data Analysis, Analytics, Microsoft Excel, PowerPoint, Online Marketing..., Marketing Analytics, SAS programming, Java, Capital IQ, Digital Marketing, Actuarial Exams, SAS, SQL
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Actuarial Science, Risk Management& Insurance, and Mathematics
Ram Rao Ram Rao's Merrill Lynch Experience 1999 - 2000
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital 2011 - Present
Trading Cross Connects 2009 - 2011
Barclays Capital 2000 - 2009
Merrill Lynch 1999 - 2000
UBS 1998 - 1999
Oliver Wyman 1996 - 1998
Booz Allen Hamilton 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MBA
Ohio Wesleyan University
BA
University of Pennsylvania
MSE
Macquarie Capital 2011 - Present
Trading Cross Connects 2009 - 2011
Barclays Capital 2000 - 2009
Merrill Lynch 1999 - 2000
UBS 1998 - 1999
Oliver Wyman 1996 - 1998
Booz Allen Hamilton 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MBA
Ohio Wesleyan University
BA
University of Pennsylvania
MSE
Ankita Rao Ankita Rao's Merrill Lynch Experience May 2011 - August 2011
Job Financial Services Advisory at EY
Industry Management Consulting
Experience
EY December 2013 - Present
McGill Alumni Association of Northern Alberta January 2013 - December 2013
EY November 2012 - December 2013
Industrial Alliance Securities July 2012 - October 2012
McGill University June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Protiviti May 2010 - June 2010
British Academy of International Arts May 2009 - July 2009
The British School of Kuwait May 2009 - June 2009
Skills
Bloomberg, Finance, Stata, Econometrics, Teamwork, Microsoft Excel, Microsoft Office, People Skills, Public Speaking, Equity Research, French, Case Analysis, Eviews, Risk Management, Business Strategy
Education
McGill University 2008 — 2012
BCom Joint Honours with Distinction, Economics and Finance
The British School of Kuwait 2003 — 2008
EY December 2013 - Present
McGill Alumni Association of Northern Alberta January 2013 - December 2013
EY November 2012 - December 2013
Industrial Alliance Securities July 2012 - October 2012
McGill University June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Protiviti May 2010 - June 2010
British Academy of International Arts May 2009 - July 2009
The British School of Kuwait May 2009 - June 2009
Skills
Bloomberg, Finance, Stata, Econometrics, Teamwork, Microsoft Excel, Microsoft Office, People Skills, Public Speaking, Equity Research, French, Case Analysis, Eviews, Risk Management, Business Strategy
Education
McGill University 2008 — 2012
BCom Joint Honours with Distinction, Economics and Finance
The British School of Kuwait 2003 — 2008
Dante Moore's Merrill Lynch Experience May 2014 - March 2015
Job Senior UX Design Consultant at QED Financial Systems
Industry Online Media
Experience
QED Financial Systems September 2015 - Present
Xiffe Technologies October 2014 - Present
Paragoni Apps August 2010 - Present
Credit Suisse April 2015 - September 2015
Merrill Lynch May 2014 - March 2015
Associated Press January 2008 - April 2013
Makehitmusic.com November 2007 - January 2008
Merrill Lynch 2006 - 2007
Aventis 2006 - 2006
Associated Press 2004 - 2006
Skills
User Experience, Mobile Applications, Mobile Devices, E-commerce, iPhone, Android, Digital Media, Start-ups, Content Strategy, User-centered Design, Product Management, User Interface Design, Agile Methodologies, Multimedia, Mobile Technology, Information Architecture, Enterprise Software, Entrepreneurship, Web Applications, Wireframes, Mobile Marketing, Agile Project Management, Web Development, Usability Testing, jQuery, Digital Strategy, App Design & Development, Web Analytics, Web Project Management, Content Management, Interaction Design, Usability, HTML 5, Google Analytics, Mobile Internet, CMS, SEO, Usability Engineering, Web 2.0, Web Content Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2009
Recording Audio Institute 2005 — 2006
Music Production, Audio Engineering
Tennessee State University 1984 — 1989
Central High School, Memphis TN
QED Financial Systems September 2015 - Present
Xiffe Technologies October 2014 - Present
Paragoni Apps August 2010 - Present
Credit Suisse April 2015 - September 2015
Merrill Lynch May 2014 - March 2015
Associated Press January 2008 - April 2013
Makehitmusic.com November 2007 - January 2008
Merrill Lynch 2006 - 2007
Aventis 2006 - 2006
Associated Press 2004 - 2006
Skills
User Experience, Mobile Applications, Mobile Devices, E-commerce, iPhone, Android, Digital Media, Start-ups, Content Strategy, User-centered Design, Product Management, User Interface Design, Agile Methodologies, Multimedia, Mobile Technology, Information Architecture, Enterprise Software, Entrepreneurship, Web Applications, Wireframes, Mobile Marketing, Agile Project Management, Web Development, Usability Testing, jQuery, Digital Strategy, App Design & Development, Web Analytics, Web Project Management, Content Management, Interaction Design, Usability, HTML 5, Google Analytics, Mobile Internet, CMS, SEO, Usability Engineering, Web 2.0, Web Content Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2009
Recording Audio Institute 2005 — 2006
Music Production, Audio Engineering
Tennessee State University 1984 — 1989
Central High School, Memphis TN
Karen Koski Karen Koski's Merrill Lynch Experience August 2008 - December 2008
Job Senior Vice President Equity Research, Medical Technology & Diagnostics at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2015 - Present
BTIG, LLC December 2013 - January 2015
Lazard Capital Markets January 2012 - December 2013
Lazard Capital Markets March 2011 - January 2012
Brigham and Women's Hospital January 2010 - March 2011
Merrill Lynch August 2008 - December 2008
Skills
Series 7, Financial Modeling, Valuation, Equities, Equity Valuation, Financial Analysis, Private Equity, Investments, Capital Markets, Financial Advisory, Corporate Finance, Investment Banking, Market Research, Bloomberg, Wealth Management, Equity Research, Biotechnology, Mergers & Acquisitions, Asset Management, Microsoft Excel, Options, Venture Capital, Hedge Funds, Series 63, Securities, Alternative Investments
Education
McGill University
B.S., Biochemistry, Economics
University of Vermont
B.S., Medical Technology, Economics, History
BTIG, LLC January 2015 - Present
BTIG, LLC December 2013 - January 2015
Lazard Capital Markets January 2012 - December 2013
Lazard Capital Markets March 2011 - January 2012
Brigham and Women's Hospital January 2010 - March 2011
Merrill Lynch August 2008 - December 2008
Skills
Series 7, Financial Modeling, Valuation, Equities, Equity Valuation, Financial Analysis, Private Equity, Investments, Capital Markets, Financial Advisory, Corporate Finance, Investment Banking, Market Research, Bloomberg, Wealth Management, Equity Research, Biotechnology, Mergers & Acquisitions, Asset Management, Microsoft Excel, Options, Venture Capital, Hedge Funds, Series 63, Securities, Alternative Investments
Education
McGill University
B.S., Biochemistry, Economics
University of Vermont
B.S., Medical Technology, Economics, History
Rachel Soomee Lee Rachel Soomee Lee's Merrill Lynch Experience January 2012 - February 2012
Job Fixed Income Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2013 - Present
BNP Paribas June 2012 - August 2012
Merrill Lynch January 2012 - February 2012
BNP Paribas June 2011 - August 2011
MIT Media Lab June 2010 - August 2010
Samsung June 2008 - August 2008
Skills
Fluent English, Korean, Mandarin, Java, Python, Android, Photoshop, Fixed Income, Financial Structuring, VBA, Derivatives, Equity Derivatives, Matlab, Economics, English, Bloomberg, Programming, Equity Research, Capital Markets
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science, Economics, Mathematics with Computer Science
Western Academy of Beijing 2005 — 2009
BNP Paribas July 2013 - Present
BNP Paribas June 2012 - August 2012
Merrill Lynch January 2012 - February 2012
BNP Paribas June 2011 - August 2011
MIT Media Lab June 2010 - August 2010
Samsung June 2008 - August 2008
Skills
Fluent English, Korean, Mandarin, Java, Python, Android, Photoshop, Fixed Income, Financial Structuring, VBA, Derivatives, Equity Derivatives, Matlab, Economics, English, Bloomberg, Programming, Equity Research, Capital Markets
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science, Economics, Mathematics with Computer Science
Western Academy of Beijing 2005 — 2009
Olayemi A F Oyebode Olayemi A F Oyebode's Merrill Lynch Experience May 2007 - August 2007
Job Student at Stanford University Graduate School of Business
Industry Market Research
Experience
IROKO Partners Limited June 2015 - August 2015
Pagatech Limited June 2014 - August 2014
Cornerstone Research August 2011 - May 2014
Harambe Nigeria October 2009 - August 2012
The MIT iLabs Project January 2009 - June 2011
Oasyssoft June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
General Motors Corporation June 2006 - August 2006
Skills
Databases, SaaS, CSS, jQuery, Management, Competitive Analysis, Research, IT Strategy, Spanish, Engineering, Economics, Python, Fixed Income, Data Analysis, International..., Project Management, Matlab, Java, SQL, SAS, PHP, Financial Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2009 — 2011
Master's of Engineering, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2005 — 2009
Dual S.B., Electrical Engineering and Computer Science, Management Science (Business)
University of Cambridge 2007 — 2008
Information Engineering, Economics, Electrical Engineering
IROKO Partners Limited June 2015 - August 2015
Pagatech Limited June 2014 - August 2014
Cornerstone Research August 2011 - May 2014
Harambe Nigeria October 2009 - August 2012
The MIT iLabs Project January 2009 - June 2011
Oasyssoft June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
General Motors Corporation June 2006 - August 2006
Skills
Databases, SaaS, CSS, jQuery, Management, Competitive Analysis, Research, IT Strategy, Spanish, Engineering, Economics, Python, Fixed Income, Data Analysis, International..., Project Management, Matlab, Java, SQL, SAS, PHP, Financial Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2009 — 2011
Master's of Engineering, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 2005 — 2009
Dual S.B., Electrical Engineering and Computer Science, Management Science (Business)
University of Cambridge 2007 — 2008
Information Engineering, Economics, Electrical Engineering
Chandler J. Wang's Merrill Lynch Experience June 2011 - August 2011
Job Entrepreneur | Investor
Industry Internet
Experience
Beepi December 2014 - July 2015
Dimensional Fund Advisors August 2014 - December 2014
Goldman Sachs September 2013 - November 2013
Deloitte Consulting February 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Monsanto Company January 2011 - June 2011
Education
Massachusetts Institute of Technology - Sloan School of Management
Master's degree
Washington University in St. Louis
BS
Beepi December 2014 - July 2015
Dimensional Fund Advisors August 2014 - December 2014
Goldman Sachs September 2013 - November 2013
Deloitte Consulting February 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Monsanto Company January 2011 - June 2011
Education
Massachusetts Institute of Technology - Sloan School of Management
Master's degree
Washington University in St. Louis
BS
David Birnbaum David Birnbaum's Merrill Lynch Experience 2008 - 2014
Job Director at Bates Group LLC
Industry Financial Services
Experience
Self-employed DirectorBates Group LLCNovember 2014 - Present
Merrill Lynch 2008 - 2014
Merrill Lynch 2002 - 2008
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 1998 - 2001
Merrill Lynch 1996 - 1998
Skills
Customer Service, Management, Project Management, Strategy, Financial Services, Portfolio Management, Asset Management, Equities, Securities, FINRA, Hedge Funds, Alternative Investments, Series 7, Capital Markets, Fixed Income, Anti Money Laundering, Private Equity
Education
Maurice A. Deane School of Law at Hofstra University 1980 — 1983
Doctor of Law (JD)
The University of Chicago 1975 — 1979
Bachelor's degree
Self-employed DirectorBates Group LLCNovember 2014 - Present
Merrill Lynch 2008 - 2014
Merrill Lynch 2002 - 2008
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 1998 - 2001
Merrill Lynch 1996 - 1998
Skills
Customer Service, Management, Project Management, Strategy, Financial Services, Portfolio Management, Asset Management, Equities, Securities, FINRA, Hedge Funds, Alternative Investments, Series 7, Capital Markets, Fixed Income, Anti Money Laundering, Private Equity
Education
Maurice A. Deane School of Law at Hofstra University 1980 — 1983
Doctor of Law (JD)
The University of Chicago 1975 — 1979
Bachelor's degree
Paul Yuan's Merrill Lynch Experience June 2013 - August 2013
Job Student at Massachusetts Institute of Technology
Industry Higher Education
Experience
Susquehanna International Group, LLP (SIG) 2015 - Present
Atelier Crenn February 2015 - March 2015
Massachusetts Institute of Technology (MIT) September 2014 - December 2014
Susquehanna International Group, LLP (SIG) June 2014 - August 2014
Clio Restaurant March 2014 - May 2014
MIT February 2013 - May 2014
Morgan Stanley January 2014 - February 2014
The White House December 2013 - December 2013
Kimpton Hotels & Restaurants December 2012 - December 2013
Merrill Lynch June 2013 - August 2013
Skills
Research, Python, Matlab, Teaching, Analysis, R, Statistics, Data Analysis, Java, Programming, LaTeX
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Mathematics and Computer Science, 5.0/5.0
Illinois Math and Science Academy 2008 — 2011
3.98/4.00
Susquehanna International Group, LLP (SIG) 2015 - Present
Atelier Crenn February 2015 - March 2015
Massachusetts Institute of Technology (MIT) September 2014 - December 2014
Susquehanna International Group, LLP (SIG) June 2014 - August 2014
Clio Restaurant March 2014 - May 2014
MIT February 2013 - May 2014
Morgan Stanley January 2014 - February 2014
The White House December 2013 - December 2013
Kimpton Hotels & Restaurants December 2012 - December 2013
Merrill Lynch June 2013 - August 2013
Skills
Research, Python, Matlab, Teaching, Analysis, R, Statistics, Data Analysis, Java, Programming, LaTeX
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Mathematics and Computer Science, 5.0/5.0
Illinois Math and Science Academy 2008 — 2011
3.98/4.00
Daniel Toca Daniel Toca's Merrill Lynch Experience August 2008 - August 2009
Job Senior Compliance Officer at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Goldman Sachs June 2014 - July 2015
J.P. Morgan August 2013 - June 2014
David Lerner Associates, Inc. January 2013 - August 2013
FINRA January 2012 - May 2012
Hofstra Law Securities Arbitration Clinic August 2011 - May 2012
Anthony LoPresti Esq. May 2010 - September 2011
Merrill Lynch August 2008 - August 2009
Merrill Lynch 2007 - August 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Westlaw, Corporate Law, FINRA, Due Diligence, Dodd-Frank, Series 7, Litigation, Civil Litigation, Commercial Litigation, Securities Litigation, Lexis, Corporate Governance, Courts, Series 24, Series 4, AML, Insider Trading, Market Manipulation, Section 5, Penny Stocks, SAR, SEC
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
J.P. Morgan July 2015 - Present
Goldman Sachs June 2014 - July 2015
J.P. Morgan August 2013 - June 2014
David Lerner Associates, Inc. January 2013 - August 2013
FINRA January 2012 - May 2012
Hofstra Law Securities Arbitration Clinic August 2011 - May 2012
Anthony LoPresti Esq. May 2010 - September 2011
Merrill Lynch August 2008 - August 2009
Merrill Lynch 2007 - August 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Westlaw, Corporate Law, FINRA, Due Diligence, Dodd-Frank, Series 7, Litigation, Civil Litigation, Commercial Litigation, Securities Litigation, Lexis, Corporate Governance, Courts, Series 24, Series 4, AML, Insider Trading, Market Manipulation, Section 5, Penny Stocks, SAR, SEC
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
Max Jahn's Merrill Lynch Experience 2006 - 2009
Job Chief Financial Officer at Neue Galerie New York
Industry Fine Art
Experience
Neue Galerie New York September 2011 - Present
Roland Berger 2010 - 2010
busuu.com 2010 - 2010
Merrill Lynch 2006 - 2009
J.P. Morgan 2004 - 2005
Skills
Strategic Partnerships, Strategy, Venture Capital, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Corporate Development, Investments, Finance, Restructuring, Analysis, Music, General Awesomeness, Due Diligence, Lifestyle
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Master of Business Administration (MBA)
Vienna University of Economics and Business Administration 2000 — 2006
Magister
Universität Wien / University of Vienna 1999 — 2003
Master, Law
Neue Galerie New York September 2011 - Present
Roland Berger 2010 - 2010
busuu.com 2010 - 2010
Merrill Lynch 2006 - 2009
J.P. Morgan 2004 - 2005
Skills
Strategic Partnerships, Strategy, Venture Capital, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Corporate Development, Investments, Finance, Restructuring, Analysis, Music, General Awesomeness, Due Diligence, Lifestyle
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Master of Business Administration (MBA)
Vienna University of Economics and Business Administration 2000 — 2006
Magister
Universität Wien / University of Vienna 1999 — 2003
Master, Law
Nan Alexander Nan Alexander's Merrill Lynch Experience March 2009 - Present
Job SVP Credit & Banking Product Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2009 - Present
Bank of America March 2008 - March 2009
Citizens Bank June 2001 - June 2004
BankBoston June 1996 - June 2001
BayBank June 1989 - June 1996
Skills
Banking, Credit, Loans, Portfolio Management
Education
Boston University Graduate School of Management 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Boston University - Financial Planning Program 2005 — 2006
Certificate of Financial Planning (CFP), Financial Planning and Services
McGill University
Bachelor's degree, History
Merrill Lynch March 2009 - Present
Bank of America March 2008 - March 2009
Citizens Bank June 2001 - June 2004
BankBoston June 1996 - June 2001
BayBank June 1989 - June 1996
Skills
Banking, Credit, Loans, Portfolio Management
Education
Boston University Graduate School of Management 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Boston University - Financial Planning Program 2005 — 2006
Certificate of Financial Planning (CFP), Financial Planning and Services
McGill University
Bachelor's degree, History
David Bubb, CRPS® David Bubb, CRPS®'s Merrill Lynch Experience 2001 - 2007
Job Financial Advisor at First Financial Group
Industry Financial Services
Experience
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
John Thompson, CFA John Thompson, CFA's Merrill Lynch Experience 1991 - 1995
Job Senior Vice President, Institutional Equity Sales at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. September 2013 - Present
Craig-Hallum Capital Group August 2012 - September 2013
Needham & Company February 1995 - August 2012
Merrill Lynch 1991 - 1995
Goldman Sachs 1990 - 1990
US Navy Submarine Officer 1987 - 1989
US Navy Submarine Officer, USS Indianapolis (SSN 697), a nuclear powered attack submarine 1984 - 1987
US Navy Surface Warfare Officer, USS Brewton (FF 1086), an anti-submarine warfare frigate 1981 - 1983
Education
MIT Sloan School of Management 1989 — 1991
Master's in Management, Finance Concentration
United States Naval Academy 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
D.A. Davidson & Co. September 2013 - Present
Craig-Hallum Capital Group August 2012 - September 2013
Needham & Company February 1995 - August 2012
Merrill Lynch 1991 - 1995
Goldman Sachs 1990 - 1990
US Navy Submarine Officer 1987 - 1989
US Navy Submarine Officer, USS Indianapolis (SSN 697), a nuclear powered attack submarine 1984 - 1987
US Navy Surface Warfare Officer, USS Brewton (FF 1086), an anti-submarine warfare frigate 1981 - 1983
Education
MIT Sloan School of Management 1989 — 1991
Master's in Management, Finance Concentration
United States Naval Academy 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
Don Kapetanakis Don Kapetanakis's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
DK Technicals LLC June 2007 - June 2011
Merrill Lynch June 1997 - May 2007
Odyssey Partners, LP March 1992 - May 1997
UBS Securities December 1990 - March 1992
Skills
Alternative Investments, Series 7, Series 63, Equities, Investments, Hedge Funds, Wealth Management, Trading, Financial Advisory, Mutual Funds, Portfolio Development, Portfolio Management, Fixed Income, Electronic Trading, Leadership, Asset Allocation, Series 24, Trading Systems, Securities, Finance, Investment Management, Investment Strategies, Retirement, Retirement Planning, Investment Advisory
Education
McGill University
Graduate Diploma, Applied Business Management
McGill University
Bachelor of Science (B.Sc.), Psychology
James O'Neill High School
Merrill Lynch June 2011 - Present
DK Technicals LLC June 2007 - June 2011
Merrill Lynch June 1997 - May 2007
Odyssey Partners, LP March 1992 - May 1997
UBS Securities December 1990 - March 1992
Skills
Alternative Investments, Series 7, Series 63, Equities, Investments, Hedge Funds, Wealth Management, Trading, Financial Advisory, Mutual Funds, Portfolio Development, Portfolio Management, Fixed Income, Electronic Trading, Leadership, Asset Allocation, Series 24, Trading Systems, Securities, Finance, Investment Management, Investment Strategies, Retirement, Retirement Planning, Investment Advisory
Education
McGill University
Graduate Diploma, Applied Business Management
McGill University
Bachelor of Science (B.Sc.), Psychology
James O'Neill High School
Chris Dowden Chris Dowden's Merrill Lynch Experience March 2001 - November 2001
Job Director Identity and Access Management
Industry Computer Software
Experience
Columbia University December 2012 - Present
Sogeti / Capgemini November 2011 - December 2012
Agilysys April 2005 - August 2011
Bank of America December 2003 - April 2004
Dowden & Associates May 2000 - April 2004
Lucent Technologies 2001 - 2003
Merrill Lynch March 2001 - November 2001
eMedSoft May 2000 - March 2001
HomeSide Lending August 1998 - May 2000
University of Florida 1995 - 1998
Skills
Business Development, Leadership, Identity Management, Software Development, Information Security, Enterprise Architecture, Java, Spring, Hibernate, Weblogic, Struts, SOA, Perl, Agile Methodologies, Cloud Computing, Linux, Unix, Virtualization, Software Project..., Oracle, Microsoft SQL Server, Enterprise Software, JavaScript, SDLC, Databases, ASP.NET, .NET, Web Services, System Architecture, JSP, C++, XML, Visual Basic, Integration, C#, Architecture, SaaS, Oracle HR, AJAX, Solaris, SQL, PL/SQL, Java Enterprise Edition, Web Applications, DB2, Requirements Analysis, Solution Architecture, CRM, Professional Services, Mobile Applications
Education
University of Florida 1990 — 1998
Bachelor's degree, Computer Engineering
MIT Sloan School of Management
Management of Technical Professionals, Executive Management
Columbia University December 2012 - Present
Sogeti / Capgemini November 2011 - December 2012
Agilysys April 2005 - August 2011
Bank of America December 2003 - April 2004
Dowden & Associates May 2000 - April 2004
Lucent Technologies 2001 - 2003
Merrill Lynch March 2001 - November 2001
eMedSoft May 2000 - March 2001
HomeSide Lending August 1998 - May 2000
University of Florida 1995 - 1998
Skills
Business Development, Leadership, Identity Management, Software Development, Information Security, Enterprise Architecture, Java, Spring, Hibernate, Weblogic, Struts, SOA, Perl, Agile Methodologies, Cloud Computing, Linux, Unix, Virtualization, Software Project..., Oracle, Microsoft SQL Server, Enterprise Software, JavaScript, SDLC, Databases, ASP.NET, .NET, Web Services, System Architecture, JSP, C++, XML, Visual Basic, Integration, C#, Architecture, SaaS, Oracle HR, AJAX, Solaris, SQL, PL/SQL, Java Enterprise Edition, Web Applications, DB2, Requirements Analysis, Solution Architecture, CRM, Professional Services, Mobile Applications
Education
University of Florida 1990 — 1998
Bachelor's degree, Computer Engineering
MIT Sloan School of Management
Management of Technical Professionals, Executive Management
David Hong's Merrill Lynch Experience June 2008 - September 2008
Job MBA Candidate
Industry Internet
Experience
MIT Sloan School of Management August 2015 - Present
Amazon.com August 2013 - September 2015
Amazon.com September 2011 - August 2013
Hitachi Consulting July 2010 - September 2011
Amazon.com June 2009 - June 2010
Merrill Lynch June 2008 - September 2008
Skills
OBIEE, Analysis, Finance, Analytics, SDLC, Market Research, Strategy, E-commerce, Management, Financial Analysis, Data Analysis, Product Management, Financial Modeling, Dashboard, Retail, Business Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Washington 2005 — 2010
BA, Finance, Information Systems
MIT Sloan School of Management August 2015 - Present
Amazon.com August 2013 - September 2015
Amazon.com September 2011 - August 2013
Hitachi Consulting July 2010 - September 2011
Amazon.com June 2009 - June 2010
Merrill Lynch June 2008 - September 2008
Skills
OBIEE, Analysis, Finance, Analytics, SDLC, Market Research, Strategy, E-commerce, Management, Financial Analysis, Data Analysis, Product Management, Financial Modeling, Dashboard, Retail, Business Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Washington 2005 — 2010
BA, Finance, Information Systems
Tony Powe Tony Powe's Merrill Lynch Experience August 1998 - November 1999
Job Managing Director, Caymus Capital Group
Industry Venture Capital & Private Equity
Experience
Caymus Capital Group November 2010 - Present
North American Conveyor, Inc. May 2006 - November 2010
TPW Investment, LLC June 2005 - November 2010
Opportunity Capital Partners March 2001 - June 2005
Ecumulate.com November 1999 - March 2001
Merrill Lynch August 1998 - November 1999
Skills
Venture Capital, Strategy, Corporate Development, Private Equity, Finance, Start-ups, Mergers & Acquisitions, Valuation, Management, Due Diligence, LBO, Private Placements, Restructuring, M&A experience, Leveraged Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 2008
MBA, Finance
University of Tennessee-Knoxville 1988 — 1993
Bachelor of Science, Mechanical Engineering
Caymus Capital Group November 2010 - Present
North American Conveyor, Inc. May 2006 - November 2010
TPW Investment, LLC June 2005 - November 2010
Opportunity Capital Partners March 2001 - June 2005
Ecumulate.com November 1999 - March 2001
Merrill Lynch August 1998 - November 1999
Skills
Venture Capital, Strategy, Corporate Development, Private Equity, Finance, Start-ups, Mergers & Acquisitions, Valuation, Management, Due Diligence, LBO, Private Placements, Restructuring, M&A experience, Leveraged Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 2008
MBA, Finance
University of Tennessee-Knoxville 1988 — 1993
Bachelor of Science, Mechanical Engineering
JoAnne (Bastable) Parisi JoAnne (Bastable) Parisi's Merrill Lynch Experience 2000 - 2000
Job Owner/Photographer at Dirty Water Photography
Industry Government Administration
Experience
Dirty Water Photography November 2013 - Present
United States Army Reserve October 2001 - October 2013
Town of Weymouth March 2012 - November 2012
National Veterans Training Institute Alumni April 2010 - November 2012
Commonwealth of Massachusetts September 2009 - June 2011
TD Ameritrade February 2008 - July 2008
Boston Financial Data Services February 2001 - December 2007
Merrill Lynch 2000 - 2000
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Entertainment, TA2000, DST, Government, Customer Service, Team Building, Leadership, Program Management, Security Clearance, Process Improvement, Operations Management, Project Planning, Microsoft Office, Social Media, Leadership Development, Public Speaking, Resume Writing, Research, Policy, Human Resources, Physical Security, Training, Software Documentation, Budgets, Security, Strategic Planning, Analysis, Background Checks, Community Outreach, Negotiation, Process Scheduler, Conflict Resolution, Coaching, Inventory Management, PowerPoint, Fundraising, Army, Emergency Management, Management, Military Experience, Nonprofits, Staff Development, Social Networking, Supervisory Skills, Time Management, System Administration
Education
University of Colorado at Denver 2010 — 2010
Certificate, School of Public Affairs
Quincy College 2004 — 2005
Liberal Arts, Government, Law
Massasoit Community College 2001 — 2002
Law Enforcement
Dirty Water Photography November 2013 - Present
United States Army Reserve October 2001 - October 2013
Town of Weymouth March 2012 - November 2012
National Veterans Training Institute Alumni April 2010 - November 2012
Commonwealth of Massachusetts September 2009 - June 2011
TD Ameritrade February 2008 - July 2008
Boston Financial Data Services February 2001 - December 2007
Merrill Lynch 2000 - 2000
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Entertainment, TA2000, DST, Government, Customer Service, Team Building, Leadership, Program Management, Security Clearance, Process Improvement, Operations Management, Project Planning, Microsoft Office, Social Media, Leadership Development, Public Speaking, Resume Writing, Research, Policy, Human Resources, Physical Security, Training, Software Documentation, Budgets, Security, Strategic Planning, Analysis, Background Checks, Community Outreach, Negotiation, Process Scheduler, Conflict Resolution, Coaching, Inventory Management, PowerPoint, Fundraising, Army, Emergency Management, Management, Military Experience, Nonprofits, Staff Development, Social Networking, Supervisory Skills, Time Management, System Administration
Education
University of Colorado at Denver 2010 — 2010
Certificate, School of Public Affairs
Quincy College 2004 — 2005
Liberal Arts, Government, Law
Massasoit Community College 2001 — 2002
Law Enforcement
Alex Rohrbach's Merrill Lynch Experience May 2014 - August 2014
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2015 - Present
McGill Men's Varsity Lacrosse Team August 2011 - December 2014
Merrill Lynch May 2014 - August 2014
AppDirect June 2013 - August 2013
McGill Sports Camp June 2012 - August 2012
Compañía Sud Americana de Vapores May 2012 - June 2012
Education
McGill University 2011 — 2014
Bachelor of Commerce (BCom), Major Finance; Minor Economics
HEC School of Management 2013 — 2013
Semester Exchange Program
McKinsey & Company September 2015 - Present
McGill Men's Varsity Lacrosse Team August 2011 - December 2014
Merrill Lynch May 2014 - August 2014
AppDirect June 2013 - August 2013
McGill Sports Camp June 2012 - August 2012
Compañía Sud Americana de Vapores May 2012 - June 2012
Education
McGill University 2011 — 2014
Bachelor of Commerce (BCom), Major Finance; Minor Economics
HEC School of Management 2013 — 2013
Semester Exchange Program
Michael Crowell Michael Crowell's Merrill Lynch Experience June 1992 - February 2001
Job Senior Managing Director Complex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2003 - Present
RBC Dain Rauscher March 2007 - March 2009
RBC Dain Rauscher August 2004 - March 2007
RBC Dain Rauscher January 2003 - August 2004
Deutsche Bank February 2001 - January 2003
Merrill Lynch June 1992 - February 2001
Education
Massachusetts Maritime Academy 1984 — 1989
Bachelor of Science, Marine Transportation
Fairfield College Preparatory School 1980 — 1984
RBC Wealth Management January 2003 - Present
RBC Dain Rauscher March 2007 - March 2009
RBC Dain Rauscher August 2004 - March 2007
RBC Dain Rauscher January 2003 - August 2004
Deutsche Bank February 2001 - January 2003
Merrill Lynch June 1992 - February 2001
Education
Massachusetts Maritime Academy 1984 — 1989
Bachelor of Science, Marine Transportation
Fairfield College Preparatory School 1980 — 1984
Stefan Campagna Stefan Campagna's Merrill Lynch Experience August 2012 - August 2013
Job Program Administrator at National Association of Youth Courts
Industry Law Practice
Experience
National Association of Youth Courts September 2013 - Present
Merrill Lynch August 2012 - August 2013
Nassau County District Attorney September 2010 - June 2012
Skills
Courts, Legal Writing, Westlaw, Litigation, Intellectual Property, PowerPoint, Legal Research, Corporate Law, Teamwork, Mediation, Arbitration, Research, Civil Litigation, Microsoft Office, Commercial Litigation, Criminal Law, Microsoft Excel, Public Speaking, Microsoft Word, Policy, Trials, Contract Negotiation, Nonprofits
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Central Florida 2004 — 2008
Bachelor of Arts (B.A.), Legal Studies, General
National Association of Youth Courts September 2013 - Present
Merrill Lynch August 2012 - August 2013
Nassau County District Attorney September 2010 - June 2012
Skills
Courts, Legal Writing, Westlaw, Litigation, Intellectual Property, PowerPoint, Legal Research, Corporate Law, Teamwork, Mediation, Arbitration, Research, Civil Litigation, Microsoft Office, Commercial Litigation, Criminal Law, Microsoft Excel, Public Speaking, Microsoft Word, Policy, Trials, Contract Negotiation, Nonprofits
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Central Florida 2004 — 2008
Bachelor of Arts (B.A.), Legal Studies, General
sei chun sei chun's Merrill Lynch Experience March 1987 - November 1988
Job trading/risk systems architect at bank of new york mellon
Industry Banking
Experience
bank of new york mellon May 1997 - Present
Lehman Brothers May 1994 - May 1997
Vertex Business Systems November 1988 - May 1994
Merrill Lynch March 1987 - November 1988
Skills
Fixed Income, Equities, Banking, Derivatives, Securities, Global Custody, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, FX Options, Trading Systems, Trading, Financial Markets, Financial Risk, Risk Management, Investment Banking, Interest Rate..., Hedge Funds, Market Risk
Education
MIT Sloan School of Management
Master of Business Administration (M.B.A.), Finance, General
bank of new york mellon May 1997 - Present
Lehman Brothers May 1994 - May 1997
Vertex Business Systems November 1988 - May 1994
Merrill Lynch March 1987 - November 1988
Skills
Fixed Income, Equities, Banking, Derivatives, Securities, Global Custody, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, FX Options, Trading Systems, Trading, Financial Markets, Financial Risk, Risk Management, Investment Banking, Interest Rate..., Hedge Funds, Market Risk
Education
MIT Sloan School of Management
Master of Business Administration (M.B.A.), Finance, General
Toby Norris Toby Norris's Merrill Lynch Experience June 2005 - December 2008
Job Managing Director, Head of Risk for Merchant Banking and Real Estate Investing at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2011 - Present
Bank of America January 2009 - July 2011
Merrill Lynch June 2005 - December 2008
Merrill Lynch August 1997 - June 2005
Skills
Valuation, Private Equity, Investment Banking, Portfolio Management, Investments, Risk Management, Equities, Financial Risk, Loans, Management, Mutual Funds, Leveraged Finance, Real Estate, Capital Markets, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Morgan Stanley July 2011 - Present
Bank of America January 2009 - July 2011
Merrill Lynch June 2005 - December 2008
Merrill Lynch August 1997 - June 2005
Skills
Valuation, Private Equity, Investment Banking, Portfolio Management, Investments, Risk Management, Equities, Financial Risk, Loans, Management, Mutual Funds, Leveraged Finance, Real Estate, Capital Markets, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Scott Altschul Scott Altschul's Merrill Lynch Experience 2002 - 2007
Job Senior Vice PresidentInvestment Specialist at Key Private Bank
Industry Investment Management
Experience
KeyBank 2011 - January 2015
Wells Fargo 2008 - 2010
Merrill Lynch 2002 - 2007
Northern Trust 1997 - 2002
SunTrust Bank 1995 - 1997
Skills
Wealth Management, Asset Allocation, Management, Asset Management, Investments, Equities, Portfolio Management, Estate Planning, Alternative Investments, Asset Managment
Education
Hofstra University School of Law 1987 — 1990
Juris Doctor, Law
University at Albany, SUNY 1983 — 1987
Bachelors, Economics
KeyBank 2011 - January 2015
Wells Fargo 2008 - 2010
Merrill Lynch 2002 - 2007
Northern Trust 1997 - 2002
SunTrust Bank 1995 - 1997
Skills
Wealth Management, Asset Allocation, Management, Asset Management, Investments, Equities, Portfolio Management, Estate Planning, Alternative Investments, Asset Managment
Education
Hofstra University School of Law 1987 — 1990
Juris Doctor, Law
University at Albany, SUNY 1983 — 1987
Bachelors, Economics
Zoe Zhang, CFA Zoe Zhang, CFA's Merrill Lynch Experience 2012 - 2012
Job Apple
Industry Consumer Electronics
Experience
Apple 2013 - Present
East Horizon Investments January 2013 - August 2013
MIT Sloan School of Management August 2011 - June 2013
Merrill Lynch 2012 - 2012
Roland Berger Strategy Consultants 2010 - 2011
Accenture 2005 - 2010
Intel Corporation 2004 - 2004
Skills
Management Consulting, Due Diligence, Strategy, Financial Modeling, Business Strategy, Corporate Finance, Valuation, Strategic Consulting, Financial Analysis, Investments, Analysis, Finance, Investment Management, Equity Research, Emerging Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
MBA, Finance Track
Shanghai Jiao Tong University
BEng, BA, Elecltronic Engineering (TR), Law
Apple 2013 - Present
East Horizon Investments January 2013 - August 2013
MIT Sloan School of Management August 2011 - June 2013
Merrill Lynch 2012 - 2012
Roland Berger Strategy Consultants 2010 - 2011
Accenture 2005 - 2010
Intel Corporation 2004 - 2004
Skills
Management Consulting, Due Diligence, Strategy, Financial Modeling, Business Strategy, Corporate Finance, Valuation, Strategic Consulting, Financial Analysis, Investments, Analysis, Finance, Investment Management, Equity Research, Emerging Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
MBA, Finance Track
Shanghai Jiao Tong University
BEng, BA, Elecltronic Engineering (TR), Law
Jonathan Glancy Jonathan Glancy's Merrill Lynch Experience May 2007 - September 2007
Job General Manager at FloSports
Industry Media Production
Experience
FloSports March 2015 - Present
NFL Network September 2014 - Present
CrossFit HQ March 2012 - 2014
IMG Academy January 2010 - March 2012
NFL Films August 2009 - February 2010
Fox Sports en Español November 2008 - January 2009
Merrill Lynch May 2007 - September 2007
Skills
Directing, Cinematography, Video Editing, Producing, Final Cut Pro, Video Production, Editing, Sports, Film Production, Marketing, Facebook, Television, New Media, Public Speaking, Blogging, Microsoft Office, Marketing Strategy, Video, Broadcast, Film, Digital Media, Documentaries, Camera, Social Networking, Photography, Videography
Education
McGill University 2005 — 2009
Management, Finance and East Asian Studies
Universitat Autònoma de Barcelona 2008 — 2008
BCOMM, International Business
FloSports March 2015 - Present
NFL Network September 2014 - Present
CrossFit HQ March 2012 - 2014
IMG Academy January 2010 - March 2012
NFL Films August 2009 - February 2010
Fox Sports en Español November 2008 - January 2009
Merrill Lynch May 2007 - September 2007
Skills
Directing, Cinematography, Video Editing, Producing, Final Cut Pro, Video Production, Editing, Sports, Film Production, Marketing, Facebook, Television, New Media, Public Speaking, Blogging, Microsoft Office, Marketing Strategy, Video, Broadcast, Film, Digital Media, Documentaries, Camera, Social Networking, Photography, Videography
Education
McGill University 2005 — 2009
Management, Finance and East Asian Studies
Universitat Autònoma de Barcelona 2008 — 2008
BCOMM, International Business
Vince Faustini Vince Faustini's Merrill Lynch Experience July 2004 - January 2008
Job Equitable Bank
Industry Real Estate
Experience
Equitable Bank November 2009 - Present
TempBridge Commercial Mortgages April 2008 - December 2009
Merrill Lynch July 2004 - January 2008
CIBC Mortgages July 1999 - July 2004
Manulife Financial July 1995 - July 1999
Skills
Mortgage Lending, Commercial Mortgages, Real Estate Financing, Real Estate, Mortgage Underwriting, Investments, Loans, Residential Mortgages, Investment Properties, Commercial Real Estate, Commercial Lending, Debt Consolidation, Real Estate Economics, Disposition, Brokerage, Refinance, Due Diligence, Portfolio Management, Credit, Funding, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting
Education
Lester B. Pearson
Lester B. Pearson
McGill University
Equitable Bank November 2009 - Present
TempBridge Commercial Mortgages April 2008 - December 2009
Merrill Lynch July 2004 - January 2008
CIBC Mortgages July 1999 - July 2004
Manulife Financial July 1995 - July 1999
Skills
Mortgage Lending, Commercial Mortgages, Real Estate Financing, Real Estate, Mortgage Underwriting, Investments, Loans, Residential Mortgages, Investment Properties, Commercial Real Estate, Commercial Lending, Debt Consolidation, Real Estate Economics, Disposition, Brokerage, Refinance, Due Diligence, Portfolio Management, Credit, Funding, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting
Education
Lester B. Pearson
Lester B. Pearson
McGill University
Sara Sprung Sara Sprung's Merrill Lynch Experience 1997 - 1998
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2013 - Present
Ally Financial Inc. August 2011 - March 2013
Consultant September 2010 - July 2011
Union Bancaire Privee June 2009 - 2010
Fortress Investment Group 2008 - July 2009
Fortress Investment Group 2006 - 2007
Moore Capital 2005 - 2006
JPMorgan 1999 - 2005
Merrill Lynch 1997 - 1998
Bankers Trust 1989 - 1997
Skills
Investments, Hedging, Global Macro, Hedge Funds, Portfolio Management, Derivatives, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Managment, Financial Modeling, Due Diligence, Private Equity, Emerging Markets, Risk Management, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Risk, Strategy, Trading, Asset Management, Options, Financial Markets, FX Options
Education
Massachusetts Institute of Technology 1980 — 1984
S.B., Business
Teaneck High School 1977 — 1980
Neuberger Berman February 2013 - Present
Ally Financial Inc. August 2011 - March 2013
Consultant September 2010 - July 2011
Union Bancaire Privee June 2009 - 2010
Fortress Investment Group 2008 - July 2009
Fortress Investment Group 2006 - 2007
Moore Capital 2005 - 2006
JPMorgan 1999 - 2005
Merrill Lynch 1997 - 1998
Bankers Trust 1989 - 1997
Skills
Investments, Hedging, Global Macro, Hedge Funds, Portfolio Management, Derivatives, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Managment, Financial Modeling, Due Diligence, Private Equity, Emerging Markets, Risk Management, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Risk, Strategy, Trading, Asset Management, Options, Financial Markets, FX Options
Education
Massachusetts Institute of Technology 1980 — 1984
S.B., Business
Teaneck High School 1977 — 1980
Ling Wang Ling Wang's Merrill Lynch Experience February 2007 - February 2009
Job Senior quant developer at Alphadyne Asset Management
Industry Investment Banking
Experience
Alphadyne Asset Management March 2015 - Present
JP Morgan, C. C. Banking July 2014 - March 2015
Barclays June 2012 - June 2014
HSBC November 2011 - March 2012
TD Securities June 2010 - September 2011
Credit Suisse April 2009 - June 2010
Merrill Lynch February 2007 - February 2009
Skills
C++, Interest Rate..., C#, Fixed Income, Credit Derivatives, Stochastic Calculus, Quantitative Finance, VBA, Monte Carlo Simulation, .NET, Risk Management, Derivatives, Multithreading, Java, Financial Modeling, Numerical Analysis, Matlab, SQL, Market Risk, GPU CUDA, MBS, Financial Risk, Electronic Trading, Equity Derivatives, Structured Products, Rates, Software Development, Trading Systems, Quantitative Analytics, Unix, FX Options, Python
Education
Massachusetts Institute of Technology
Phd, Nuclear Engineering
Tsinghua University
Bachelor of Science (BS), Physics
Alphadyne Asset Management March 2015 - Present
JP Morgan, C. C. Banking July 2014 - March 2015
Barclays June 2012 - June 2014
HSBC November 2011 - March 2012
TD Securities June 2010 - September 2011
Credit Suisse April 2009 - June 2010
Merrill Lynch February 2007 - February 2009
Skills
C++, Interest Rate..., C#, Fixed Income, Credit Derivatives, Stochastic Calculus, Quantitative Finance, VBA, Monte Carlo Simulation, .NET, Risk Management, Derivatives, Multithreading, Java, Financial Modeling, Numerical Analysis, Matlab, SQL, Market Risk, GPU CUDA, MBS, Financial Risk, Electronic Trading, Equity Derivatives, Structured Products, Rates, Software Development, Trading Systems, Quantitative Analytics, Unix, FX Options, Python
Education
Massachusetts Institute of Technology
Phd, Nuclear Engineering
Tsinghua University
Bachelor of Science (BS), Physics
Dave Seibel Dave Seibel's Merrill Lynch Experience April 1985 - December 2008
Job Seeking Data Science Position
Industry Financial Services
Experience
WDS 2014 - 2015
WDS 2014 - 2015
Bank of America January 2009 - June 2014
Merrill Lynch April 1985 - December 2008
Skills
Business Analysis, Business Continuity, Analysis, Banking, Business Development, Business Intelligence, Change Management, Cloud Computing, Cross-functional Team..., Data Center, Disaster Recovery, Electronic Trading, Enterprise Architecture, Enterprise Software, IT Management, IT Strategy, ITIL, Integration, Leadership, Management, Process Improvement, Product Management, Risk Management, SDLC, Solution Architecture, Strategic Planning, Unix, Vendor Management, Software Project..., Close Attention to..., Data Backup Solutions, Dedicated Professional, IT Project & Program..., Outsourcing, PMO, Passion for Helping..., Proof of Concept, Storage Architecture, Storage Virtualization, Team Leadership, Team Management, Technical Documentation, IT Operations, Governance, IT Service Management, Visio, Machine Learning, R
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
Bachelor of Science (BS), Business and Information Systems
McGill University 1976 — 1978
Science
WDS 2014 - 2015
WDS 2014 - 2015
Bank of America January 2009 - June 2014
Merrill Lynch April 1985 - December 2008
Skills
Business Analysis, Business Continuity, Analysis, Banking, Business Development, Business Intelligence, Change Management, Cloud Computing, Cross-functional Team..., Data Center, Disaster Recovery, Electronic Trading, Enterprise Architecture, Enterprise Software, IT Management, IT Strategy, ITIL, Integration, Leadership, Management, Process Improvement, Product Management, Risk Management, SDLC, Solution Architecture, Strategic Planning, Unix, Vendor Management, Software Project..., Close Attention to..., Data Backup Solutions, Dedicated Professional, IT Project & Program..., Outsourcing, PMO, Passion for Helping..., Proof of Concept, Storage Architecture, Storage Virtualization, Team Leadership, Team Management, Technical Documentation, IT Operations, Governance, IT Service Management, Visio, Machine Learning, R
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
Bachelor of Science (BS), Business and Information Systems
McGill University 1976 — 1978
Science
Nancy Wilt Nancy Wilt's Merrill Lynch Experience April 1991 - January 1993
Job Structured Finance Professional
Industry Capital Markets
Experience
Independent August 2007 - August 2010
PricewaterhouseCoopers 2007 - 2007
Citigroup January 1991 - April 2006
JP Morgan Securities 1993 - 1994
Merrill Lynch April 1991 - January 1993
Bear Stearns 1987 - 1991
Skills
Financial Analysis, Capital Markets, Project Management, Financial Modeling, Portfolio Management, Asset Management, Finance, Financial Structuring, Due Diligence, Investment Banking, Structured Finance, Fixed Income, Banking, Investments, Strategy, Trading
Education
McGill University
New York University
Certification Program
Pace University
Certification Program
Independent August 2007 - August 2010
PricewaterhouseCoopers 2007 - 2007
Citigroup January 1991 - April 2006
JP Morgan Securities 1993 - 1994
Merrill Lynch April 1991 - January 1993
Bear Stearns 1987 - 1991
Skills
Financial Analysis, Capital Markets, Project Management, Financial Modeling, Portfolio Management, Asset Management, Finance, Financial Structuring, Due Diligence, Investment Banking, Structured Finance, Fixed Income, Banking, Investments, Strategy, Trading
Education
McGill University
New York University
Certification Program
Pace University
Certification Program
MARAM AZAR MARAM AZAR's Merrill Lynch Experience July 2007 - August 2007
Job Regional Sales Manager at Pentair
Industry Electrical/Electronic Manufacturing
Experience
Pentair September 2015 - Present
ERICO July 2015 - September 2015
ABB April 2012 - June 2015
A J MARITIME LIMITED February 2011 - April 2012
McGill University January 2011 - December 2011
Petrofac May 2008 - June 2008
Merrill Lynch July 2007 - August 2007
McGill University August 2006 - October 2006
Skills
Engineering, Management, Teamwork, Customer Service, Sales, Account Management, Business Strategy, Chemical Engineering, Analysis, Leadership, Strategic Planning, Business Planning, Operations Management, Logistics, Quotations, Cross-functional Team..., Team Motivation, Relationship Management, Documentation, Sales Management, Direct Sales, Success Driven, Key Account Management, Closing Abilities, Market Analysis, Challenge Driven, Data Analysis, Marketing Strategy, KPI Reports, Budget Proposals, Proposal Writing, Power Utilities, Power Plants, Sales Process, Sales Presentations, Customer Support, Customer Satisfaction, Long-term Customer..., Business Analysis, Competitive Analysis, Database Development, Database Marketing, Logging, Log Analysis
Education
McGill University 2004 — 2009
Bachelor of Engineering (B.Eng.), Chemical Engineering
Pentair September 2015 - Present
ERICO July 2015 - September 2015
ABB April 2012 - June 2015
A J MARITIME LIMITED February 2011 - April 2012
McGill University January 2011 - December 2011
Petrofac May 2008 - June 2008
Merrill Lynch July 2007 - August 2007
McGill University August 2006 - October 2006
Skills
Engineering, Management, Teamwork, Customer Service, Sales, Account Management, Business Strategy, Chemical Engineering, Analysis, Leadership, Strategic Planning, Business Planning, Operations Management, Logistics, Quotations, Cross-functional Team..., Team Motivation, Relationship Management, Documentation, Sales Management, Direct Sales, Success Driven, Key Account Management, Closing Abilities, Market Analysis, Challenge Driven, Data Analysis, Marketing Strategy, KPI Reports, Budget Proposals, Proposal Writing, Power Utilities, Power Plants, Sales Process, Sales Presentations, Customer Support, Customer Satisfaction, Long-term Customer..., Business Analysis, Competitive Analysis, Database Development, Database Marketing, Logging, Log Analysis
Education
McGill University 2004 — 2009
Bachelor of Engineering (B.Eng.), Chemical Engineering
Christopher Huisinga Christopher Huisinga's Merrill Lynch Experience April 1999 - September 2002
Job Stephens Inc. Managing Director; Head of Consumer / Food & Agribusiness Group
Industry Investment Banking
Experience
Stephens Inc. April 2004 - Present
Merrill Lynch April 1999 - September 2002
Nomura Securities International, Inc. January 1998 - April 1999
Nomura Securities International, Inc. May 1994 - December 1997
AgriCapital Corporation July 1993 - May 1994
Kidder, Peabody & Co. Incorportaed August 1989 - June 1991
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Structured Finance, Investments, Private Placements, Finance, Financial Advisory, Equity Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Northwestern University 1985 — 1989
Bachelor's Degree, History and Asian Studies
Phillips Exeter Academy 1982 — 1985
High School
Stephens Inc. April 2004 - Present
Merrill Lynch April 1999 - September 2002
Nomura Securities International, Inc. January 1998 - April 1999
Nomura Securities International, Inc. May 1994 - December 1997
AgriCapital Corporation July 1993 - May 1994
Kidder, Peabody & Co. Incorportaed August 1989 - June 1991
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Structured Finance, Investments, Private Placements, Finance, Financial Advisory, Equity Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Northwestern University 1985 — 1989
Bachelor's Degree, History and Asian Studies
Phillips Exeter Academy 1982 — 1985
High School
Robert F. Kleinman, CPA Robert F. Kleinman, CPA's Merrill Lynch Experience 2006 - 2007
Job Deputy Controller, AIG Investments
Industry Investment Management
Experience
AIG January 2014 - Present
Nomura Asset Management 2008 - December 2013
Prospect Capital Management 2007 - 2008
Merrill Lynch 2006 - 2007
JPMorganChase 2000 - 2006
Neuberger Berman 1998 - 2000
Skills
Asset Management, Hedge Funds, Fund Of Funds, Private Equity, Equities, Fixed Income, Capital Markets, Mutual Funds, Due Diligence, Corporate Finance, Internal Controls, Investment Banking, Alternative Investments, Investments, Team Leadership, Program Management, Valuation, Financial Modeling, Financial Analysis, Change Management, Expense Management, Operational Excellence, Strategic Financial..., Regulatory Filings, SEC Financial Reporting, Corporate Tax, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Executive Certificates, Management & Leadership and Strategy & Innovation
Clarkstown HS North
Muhlenberg College
BA, Accounting
Pace University - Lubin School of Business
MBA, Finance
AIG January 2014 - Present
Nomura Asset Management 2008 - December 2013
Prospect Capital Management 2007 - 2008
Merrill Lynch 2006 - 2007
JPMorganChase 2000 - 2006
Neuberger Berman 1998 - 2000
Skills
Asset Management, Hedge Funds, Fund Of Funds, Private Equity, Equities, Fixed Income, Capital Markets, Mutual Funds, Due Diligence, Corporate Finance, Internal Controls, Investment Banking, Alternative Investments, Investments, Team Leadership, Program Management, Valuation, Financial Modeling, Financial Analysis, Change Management, Expense Management, Operational Excellence, Strategic Financial..., Regulatory Filings, SEC Financial Reporting, Corporate Tax, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2011
Executive Certificates, Management & Leadership and Strategy & Innovation
Clarkstown HS North
Muhlenberg College
BA, Accounting
Pace University - Lubin School of Business
MBA, Finance
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
Amaury de PARCEVAUX Amaury de PARCEVAUX's Merrill Lynch Experience July 1999 - September 2002
Job President & CoFounder at Beeleev (USA)
Industry Computer Networking
Experience
Beeleev (USA) April 2015 - Present
Synchro Software May 2014 - March 2015
Falcon Real Estate Investment Management November 2006 - April 2014
Morgan Stanley October 2002 - October 2006
Merrill Lynch July 1999 - September 2002
Citi October 1996 - June 1999
Deutsche Bank September 1995 - September 1996
Commerzbank AG July 1993 - July 1995
Deutsche Bank December 1988 - June 1993
BNP Paribas July 1988 - December 1988
Skills
Strategy, Global Strategy, Global Business..., Global Alliance..., Cross-border..., Cross-cultural..., Leadership, Change Management, Entrepreneurship, Executive Management, Board of Directors, New Business Development, CXO level engagement, Strategic Partnerships, Sales Operations, Marketing Strategy, Operations Management, Private Banking, Wealth Management, Family Office, Commercial Real Estate, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Investments, Asset Management, Private Equity, SaaS, Sales, Negotiation, Project Management, Consulting, Business Strategy, Analysis, Team Leadership, Management, Start-ups, Business Planning, Finance, Marketing, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
European Business School
BA in Finance
College de Passy-Buzenval 1974 — 1982
Baccalaureat
Beeleev (USA) April 2015 - Present
Synchro Software May 2014 - March 2015
Falcon Real Estate Investment Management November 2006 - April 2014
Morgan Stanley October 2002 - October 2006
Merrill Lynch July 1999 - September 2002
Citi October 1996 - June 1999
Deutsche Bank September 1995 - September 1996
Commerzbank AG July 1993 - July 1995
Deutsche Bank December 1988 - June 1993
BNP Paribas July 1988 - December 1988
Skills
Strategy, Global Strategy, Global Business..., Global Alliance..., Cross-border..., Cross-cultural..., Leadership, Change Management, Entrepreneurship, Executive Management, Board of Directors, New Business Development, CXO level engagement, Strategic Partnerships, Sales Operations, Marketing Strategy, Operations Management, Private Banking, Wealth Management, Family Office, Commercial Real Estate, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Investments, Asset Management, Private Equity, SaaS, Sales, Negotiation, Project Management, Consulting, Business Strategy, Analysis, Team Leadership, Management, Start-ups, Business Planning, Finance, Marketing, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
European Business School
BA in Finance
College de Passy-Buzenval 1974 — 1982
Baccalaureat
Edward Fish Edward Fish's Merrill Lynch Experience August 2007 - June 2009
Job Project Team Leader at Cargill
Industry Environmental Services
Experience
Bay State Milling Company August 2015 - Present
Cargill March 2015 - August 2015
Cargill September 2013 - March 2015
Cargill August 2012 - August 2013
MIT Sloan School of Management March 2011 - May 2012
Merrill Lynch August 2007 - June 2009
Merrill Lynch May 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Business Strategy, Strategy, Corporate Finance, Entrepreneurship, Sustainability, Leadership, Project Management, Management, Private Equity, Finance, Management Consulting, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA & Sustainability Certificate, Sustainability & Change Management
The George Washington University 2001 — 2005
Bay State Milling Company August 2015 - Present
Cargill March 2015 - August 2015
Cargill September 2013 - March 2015
Cargill August 2012 - August 2013
MIT Sloan School of Management March 2011 - May 2012
Merrill Lynch August 2007 - June 2009
Merrill Lynch May 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Business Strategy, Strategy, Corporate Finance, Entrepreneurship, Sustainability, Leadership, Project Management, Management, Private Equity, Finance, Management Consulting, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA & Sustainability Certificate, Sustainability & Change Management
The George Washington University 2001 — 2005
Karl Neset's Merrill Lynch Experience June 2011 - July 2013
Job Commercial Lender at Minnwest Bank
Industry Banking
Experience
Minnwest Corporation January 2015 - Present
Wells Fargo July 2013 - December 2014
Merrill Lynch June 2011 - July 2013
Maxxon Corporation November 2003 - January 2011
City of Plymouth January 2003 - January 2005
US Bank February 1999 - October 2003
US Bank February 1997 - February 1999
US Bank October 1995 - January 1997
Portland Credit Union September 1993 - October 1995
Skills
Finance, Portfolio Management, Investments, Wealth Management, Small Business, Small Business Lending, Financial Services, Credit, Financial Analysis, Due Diligence, Loans, Strategic Financial..., Banking, Financial Modeling, Private Banking, New Business Development, Strategic Planning, Cash Management, Financial Reporting, Credit Analysis, Commercial Lending, Budgets, Treasury Management, Wealth, Private Equity, Financial Management, Business Relationship..., Risk Management, Accounting, Negotiation, Working Capital..., Budgeting, Cash Flow, Restructuring, Middle Market, Life Insurance, Health Insurance, Disability Insurance, Management, Commercial Banking, Financial Planning, Managerial Finance
Education
University of St. Thomas 1999 — 2000
Master's studies
Mayville State University 1988 — 1992
B.S., Business Administration, Accounting and Finance, 3.5 GPA
Minnwest Corporation January 2015 - Present
Wells Fargo July 2013 - December 2014
Merrill Lynch June 2011 - July 2013
Maxxon Corporation November 2003 - January 2011
City of Plymouth January 2003 - January 2005
US Bank February 1999 - October 2003
US Bank February 1997 - February 1999
US Bank October 1995 - January 1997
Portland Credit Union September 1993 - October 1995
Skills
Finance, Portfolio Management, Investments, Wealth Management, Small Business, Small Business Lending, Financial Services, Credit, Financial Analysis, Due Diligence, Loans, Strategic Financial..., Banking, Financial Modeling, Private Banking, New Business Development, Strategic Planning, Cash Management, Financial Reporting, Credit Analysis, Commercial Lending, Budgets, Treasury Management, Wealth, Private Equity, Financial Management, Business Relationship..., Risk Management, Accounting, Negotiation, Working Capital..., Budgeting, Cash Flow, Restructuring, Middle Market, Life Insurance, Health Insurance, Disability Insurance, Management, Commercial Banking, Financial Planning, Managerial Finance
Education
University of St. Thomas 1999 — 2000
Master's studies
Mayville State University 1988 — 1992
B.S., Business Administration, Accounting and Finance, 3.5 GPA
Melissa Morehead Melissa Morehead's Merrill Lynch Experience September 2004 - July 2008
Job VP, FP&A at Limelight Networks
Industry Internet
Experience
Limelight Networks February 2014 - Present
Rally.org April 2013 - January 2014
ReImagine Growth Strategies July 2009 - March 2013
Merrill Lynch September 2004 - July 2008
Sandler O'Neill January 2003 - August 2004
Goldman Sachs July 2000 - November 2002
Kerr White Institute for Health Services Research January 1995 - August 1998
KPMG Peat Marwick September 1991 - December 1994
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Business Planning, Managerial Finance, Fundraising, Venture Capital, Financial Accounting, Investment Banking, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Start-ups, Due Diligence, Valuation, Finance, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Financial Management
University of Kentucky 1987 — 1991
B.S., Accounting
Limelight Networks February 2014 - Present
Rally.org April 2013 - January 2014
ReImagine Growth Strategies July 2009 - March 2013
Merrill Lynch September 2004 - July 2008
Sandler O'Neill January 2003 - August 2004
Goldman Sachs July 2000 - November 2002
Kerr White Institute for Health Services Research January 1995 - August 1998
KPMG Peat Marwick September 1991 - December 1994
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Business Planning, Managerial Finance, Fundraising, Venture Capital, Financial Accounting, Investment Banking, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Start-ups, Due Diligence, Valuation, Finance, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Financial Management
University of Kentucky 1987 — 1991
B.S., Accounting
Richard Gornitsky Richard Gornitsky's Merrill Lynch Experience 1992 - 1994
Job Accenture Global Portal Practice Lead
Industry Information Services
Experience
Accenture September 2011 - Present
IBM January 2004 - August 2011
Rigor Consultants, LLC May 2002 - January 2004
Diogenes, inc June 2001 - May 2002
UBS PaineWebber February 1998 - February 2001
CSC March 1996 - February 1998
Chemical Bank 1995 - 1996
CS First Boston June 1994 - April 1995
Merrill Lynch 1992 - 1994
IBM 1989 - 1992
Skills
WebSphere Portal, Integration, Technical Architecture, Software Development, Enterprise Software, Management, WebSphere Application..., SOA, Data Modeling, Software Project..., Databases, Capacity Planning, Java, Websphere, Testing, Enterprise Architecture, Oracle, Architecture, Portals, Data Warehousing, Web Services, Solution Architecture, XML, Project Management, Cloud Computing, Pre-sales, SaaS, Mobile Devices, EAI, MS Project, IT Strategy, Servlets, SDLC, System Architecture, Requirements Analysis, Agile Methodologies, IT Management, Java Enterprise Edition, Lotus Connections, ESB, Business Intelligence, JDBC, Security, Business Analysis, Software Design, Middleware, JSP, Windows, ITIL, AIX
Education
University of Toronto 1979 — 1982
M. Sc.
McGill University 1976 — 1979
Bachelor of Commerce
Vanier College 1974 — 1976
Diploma Detude College
St. Georges High School 1969 — 1974
GED
Accenture September 2011 - Present
IBM January 2004 - August 2011
Rigor Consultants, LLC May 2002 - January 2004
Diogenes, inc June 2001 - May 2002
UBS PaineWebber February 1998 - February 2001
CSC March 1996 - February 1998
Chemical Bank 1995 - 1996
CS First Boston June 1994 - April 1995
Merrill Lynch 1992 - 1994
IBM 1989 - 1992
Skills
WebSphere Portal, Integration, Technical Architecture, Software Development, Enterprise Software, Management, WebSphere Application..., SOA, Data Modeling, Software Project..., Databases, Capacity Planning, Java, Websphere, Testing, Enterprise Architecture, Oracle, Architecture, Portals, Data Warehousing, Web Services, Solution Architecture, XML, Project Management, Cloud Computing, Pre-sales, SaaS, Mobile Devices, EAI, MS Project, IT Strategy, Servlets, SDLC, System Architecture, Requirements Analysis, Agile Methodologies, IT Management, Java Enterprise Edition, Lotus Connections, ESB, Business Intelligence, JDBC, Security, Business Analysis, Software Design, Middleware, JSP, Windows, ITIL, AIX
Education
University of Toronto 1979 — 1982
M. Sc.
McGill University 1976 — 1979
Bachelor of Commerce
Vanier College 1974 — 1976
Diploma Detude College
St. Georges High School 1969 — 1974
GED
Andrea Stagno d'Alcontres Andrea Stagno d'Alcontres's Merrill Lynch Experience July 2010 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, LBO, Debt Restructuring, Credit Analysis, Financial Analysis, Derivatives, High Yield, M&A execution, M&A Modeling, Finance
Education
Bocconi University 2008 — 2011
Msc, Finance, 110/110
Yonsei University 2007 — 2007
Economics
McGill University
Merrill Lynch July 2010 - Present
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, LBO, Debt Restructuring, Credit Analysis, Financial Analysis, Derivatives, High Yield, M&A execution, M&A Modeling, Finance
Education
Bocconi University 2008 — 2011
Msc, Finance, 110/110
Yonsei University 2007 — 2007
Economics
McGill University
Marc Pfeffer Marc Pfeffer's Merrill Lynch Experience February 1994 - April 1999
Job Partner at Race Rock Advisors, LLC
Industry Executive Office
Experience
Race Rock Advisors, LLC July 2011 - Present
Deutsche Bank April 1999 - August 2010
Merrill Lynch February 1994 - April 1999
Hambro Resource Development, Inc. March 1989 - June 1992
Merrill Lynch August 1987 - March 1989
Skills
Capital Markets, Fixed Income, CLO, CMBS, Securitization, Structured Finance, Private Equity, Work Outs, Distressed Debt, Credit Trading, Loans, Financial Advisory, Venture Capital, New Business Development, Risk Management, Regulatory Requirements, Financial Forecasting, Strategy, Board of Director...
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Management
Rutgers University-New Brunswick 1984 — 1987
BA, Economics
BMT
Race Rock Advisors, LLC July 2011 - Present
Deutsche Bank April 1999 - August 2010
Merrill Lynch February 1994 - April 1999
Hambro Resource Development, Inc. March 1989 - June 1992
Merrill Lynch August 1987 - March 1989
Skills
Capital Markets, Fixed Income, CLO, CMBS, Securitization, Structured Finance, Private Equity, Work Outs, Distressed Debt, Credit Trading, Loans, Financial Advisory, Venture Capital, New Business Development, Risk Management, Regulatory Requirements, Financial Forecasting, Strategy, Board of Director...
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Management
Rutgers University-New Brunswick 1984 — 1987
BA, Economics
BMT
Kent Pearce's Merrill Lynch Experience January 1994 - Present
Job Managing Director Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1994 - Present
Skills
Investments, Small Business, Financial Advisory, Financial Services, Wealth Management..., Retirement Planning, Series 7, Management, Asset Allocation, Wealth Management, Mutual Funds, Insurance, Portfolio Management, Alternative Investments, Investment Strategies, Investment Advisory, Series 63, Securities, Estate Planning, Equities, Fixed Income, Investment Management, Asset Management, Private Equity, 401k, Hedge Funds, Fixed Annuities, Strategic Financial..., Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Financial Planning, Finance
Education
McDaniel College
BA, Finance, Economics
Mount St. Mary's University
MBA, Finance, Economics
Merrill Lynch January 1994 - Present
Skills
Investments, Small Business, Financial Advisory, Financial Services, Wealth Management..., Retirement Planning, Series 7, Management, Asset Allocation, Wealth Management, Mutual Funds, Insurance, Portfolio Management, Alternative Investments, Investment Strategies, Investment Advisory, Series 63, Securities, Estate Planning, Equities, Fixed Income, Investment Management, Asset Management, Private Equity, 401k, Hedge Funds, Fixed Annuities, Strategic Financial..., Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Financial Planning, Finance
Education
McDaniel College
BA, Finance, Economics
Mount St. Mary's University
MBA, Finance, Economics
Emily Berkowitz Emily Berkowitz's Merrill Lynch Experience August 2007 - June 2010
Job Business Development Manager at Louis Vuitton
Industry Luxury Goods & Jewelry
Experience
Louis Vuitton May 2015 - Present
Gucci July 2012 - March 2015
Chanel January 2012 - May 2012
Council of Fashion Designers of America (CFDA) September 2011 - December 2011
Chanel June 2011 - August 2011
Marvin Traub Associates November 2010 - April 2011
Merrill Lynch August 2007 - June 2010
Skills
Financial Analysis, Luxury Goods, Strategy, Due Diligence, Digital Marketing, Business Strategy, Social Media, Marketing Strategy, Market Research, Digital Strategy, Fashion, Digital Media, Strategic Thinking, Merchandising, Competitive Analysis, Marketing, Financial Modeling, Analysis, Retail, PowerPoint, Excel, Product Development, Website Merchandising, Investment Banking, Cognos, Data Analysis, Business Analysis, Modeling, Writing, Communication, Coordination, Simplification, Business Planning, E-commerce, Management Consulting, Customer Insight, Strategic Planning, Market Analysis, Analytics, Lotus Notes, Management, Mergers & Acquisitions, Brand Management, Brand Development, Social Media Marketing
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
McGill University
Bachelor of Commerce
Sciences Po
BEI
Louis Vuitton May 2015 - Present
Gucci July 2012 - March 2015
Chanel January 2012 - May 2012
Council of Fashion Designers of America (CFDA) September 2011 - December 2011
Chanel June 2011 - August 2011
Marvin Traub Associates November 2010 - April 2011
Merrill Lynch August 2007 - June 2010
Skills
Financial Analysis, Luxury Goods, Strategy, Due Diligence, Digital Marketing, Business Strategy, Social Media, Marketing Strategy, Market Research, Digital Strategy, Fashion, Digital Media, Strategic Thinking, Merchandising, Competitive Analysis, Marketing, Financial Modeling, Analysis, Retail, PowerPoint, Excel, Product Development, Website Merchandising, Investment Banking, Cognos, Data Analysis, Business Analysis, Modeling, Writing, Communication, Coordination, Simplification, Business Planning, E-commerce, Management Consulting, Customer Insight, Strategic Planning, Market Analysis, Analytics, Lotus Notes, Management, Mergers & Acquisitions, Brand Management, Brand Development, Social Media Marketing
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
McGill University
Bachelor of Commerce
Sciences Po
BEI
Elaine Jieun Kim Elaine Jieun Kim's Merrill Lynch Experience May 2011 - August 2011
Job Finance & Strategy at Pebble
Industry Computer Software
Experience
Pebble Tech June 2014 - Present
Microsoft July 2012 - July 2014
Merrill Lynch May 2011 - August 2011
Skills
Enterprise Software, Business Intelligence, Business Analysis, SQL, Product Management, Software Development, Agile Methodologies, SharePoint, Software Project..., Microsoft SQL Server, Program Management, Strategy, Management
Education
Wellesley College 2008 — 2012
Bachelor of Arts (BA), Economics
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2012
Pebble Tech June 2014 - Present
Microsoft July 2012 - July 2014
Merrill Lynch May 2011 - August 2011
Skills
Enterprise Software, Business Intelligence, Business Analysis, SQL, Product Management, Software Development, Agile Methodologies, SharePoint, Software Project..., Microsoft SQL Server, Program Management, Strategy, Management
Education
Wellesley College 2008 — 2012
Bachelor of Arts (BA), Economics
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2012
Michel Dahan, CPA, CA Michel Dahan, CPA, CA's Merrill Lynch Experience December 2000 - February 2001
Job Senior Account at Dahan & Associates, CPA Firm
Industry Accounting
Experience
Dahan & Associates, CPA Firm May 2015 - Present
RSW: Accounting + Consulting October 2011 - May 2015
Synnex Canada 2015 - 2015
Dahan & Ass. CPA September 2008 - October 2011
Music Loves Fashion January 2007 - March 2011
Time Supper Club February 2004 - March 2011
IGS Security January 2002 - September 2004
CIBC Wood Gundy December 2001 - February 2002
Merrill Lynch December 2000 - February 2001
Skills
Accounting, Auditing, Corporate Tax, Financial Reporting, Assurance, Consulting, Income Tax, Tax Preparation, Tax Returns, Management Consulting, Strategic Consulting, Account Reconciliation, Risk Management, Investments, Financial Analysis, Financial Modeling, Internal Controls, Finance, GAAP, IFRS, Financial Accounting, Budgets, Tax, Financial Statements, Strategic Financial..., External Audit, Financial Planning, Audit
Education
Université du Québec à Montréal / UQAM 2011 — 2012
ESG, DESS - CA
McGill University 2002 — 2006
BCOM, Accounting
Ecole Maimonide 1988 — 2000
DES - High School Diploma, Sciences
Dahan & Associates, CPA Firm May 2015 - Present
RSW: Accounting + Consulting October 2011 - May 2015
Synnex Canada 2015 - 2015
Dahan & Ass. CPA September 2008 - October 2011
Music Loves Fashion January 2007 - March 2011
Time Supper Club February 2004 - March 2011
IGS Security January 2002 - September 2004
CIBC Wood Gundy December 2001 - February 2002
Merrill Lynch December 2000 - February 2001
Skills
Accounting, Auditing, Corporate Tax, Financial Reporting, Assurance, Consulting, Income Tax, Tax Preparation, Tax Returns, Management Consulting, Strategic Consulting, Account Reconciliation, Risk Management, Investments, Financial Analysis, Financial Modeling, Internal Controls, Finance, GAAP, IFRS, Financial Accounting, Budgets, Tax, Financial Statements, Strategic Financial..., External Audit, Financial Planning, Audit
Education
Université du Québec à Montréal / UQAM 2011 — 2012
ESG, DESS - CA
McGill University 2002 — 2006
BCOM, Accounting
Ecole Maimonide 1988 — 2000
DES - High School Diploma, Sciences
Andrew Mantione Andrew Mantione's Merrill Lynch Experience June 2009 - August 2009
Job Associate Attorney at Amhuty, Demers & McManus, LLP
Industry Law Practice
Experience
Amhuty, Demers & McManus, LLP February 2015 - Present
Amhuty, Demers & McManus, LLP May 2013 - February 2015
Hofstra Law Reform Advocacy Clinic: Occupy Wall Street Project January 2013 - May 2014
Nassau County Supreme Court: Part 15 June 2012 - August 2012
Quartz Catering June 2011 - August 2011
Law Office of Steven K. Mantione, Esq. May 2008 - August 2011
Merrill Lynch June 2009 - August 2009
Education
Hofstra University School of Law 2011 — 2014
Doctorate of Law (J.D.)
The University of Connecticut School of Business 2008 — 2011
Bachelor of Science (B.S.), Finance
Chaminade High School 2004 — 2008
Honors High School Diploma
Amhuty, Demers & McManus, LLP February 2015 - Present
Amhuty, Demers & McManus, LLP May 2013 - February 2015
Hofstra Law Reform Advocacy Clinic: Occupy Wall Street Project January 2013 - May 2014
Nassau County Supreme Court: Part 15 June 2012 - August 2012
Quartz Catering June 2011 - August 2011
Law Office of Steven K. Mantione, Esq. May 2008 - August 2011
Merrill Lynch June 2009 - August 2009
Education
Hofstra University School of Law 2011 — 2014
Doctorate of Law (J.D.)
The University of Connecticut School of Business 2008 — 2011
Bachelor of Science (B.S.), Finance
Chaminade High School 2004 — 2008
Honors High School Diploma
Kimberley Woolverton Kimberley Woolverton's Merrill Lynch Experience September 1999 - September 2002
Job Senior Business Development Manager Canada at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management November 2009 - Present
Burgundy Asset Management March 2005 - November 2009
Merrill Lynch September 1999 - September 2002
Skills
Investment Strategies, Investments, Asset Management, Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Fixed Income, Wealth Management
Education
McGill University 1990 — 1994
Bachelor of Science (Distinction)
CFA Institute
Chartered Financial Analyst Designation
Aberdeen Asset Management November 2009 - Present
Burgundy Asset Management March 2005 - November 2009
Merrill Lynch September 1999 - September 2002
Skills
Investment Strategies, Investments, Asset Management, Investment Management, Asset Managment, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Fixed Income, Wealth Management
Education
McGill University 1990 — 1994
Bachelor of Science (Distinction)
CFA Institute
Chartered Financial Analyst Designation
Jennifer Yang Jennifer Yang's Merrill Lynch Experience July 2005 - August 2005
Job Managing Supervisor at FleishmanHillard
Industry Public Relations and Communications
Experience
FleishmanHillard September 2010 - Present
FleishmanHillard June 2010 - August 2010
The John F. Kennedy Center for the Performing Arts September 2009 - December 2009
Players' Theatre September 2008 - May 2009
The New York Musical Theatre Festival June 2008 - August 2008
Merrill Lynch July 2005 - August 2005
Skills
Reputation Management, Public Relations, Strategic Communications, Corporate Communications, Government Affairs, Community Relations, Public Policy, Media Relations, Internal Communications, Social Media, Crisis Communications, Reputation, Communications Strategy, Strategic Planning, Online Reputation..., Blogging, Web Content, SEO, Issues Management, Public Affairs, Fundraising
Education
McGill University 2005 — 2009
Bachelor of Commerce, Marketing, International Business
FleishmanHillard September 2010 - Present
FleishmanHillard June 2010 - August 2010
The John F. Kennedy Center for the Performing Arts September 2009 - December 2009
Players' Theatre September 2008 - May 2009
The New York Musical Theatre Festival June 2008 - August 2008
Merrill Lynch July 2005 - August 2005
Skills
Reputation Management, Public Relations, Strategic Communications, Corporate Communications, Government Affairs, Community Relations, Public Policy, Media Relations, Internal Communications, Social Media, Crisis Communications, Reputation, Communications Strategy, Strategic Planning, Online Reputation..., Blogging, Web Content, SEO, Issues Management, Public Affairs, Fundraising
Education
McGill University 2005 — 2009
Bachelor of Commerce, Marketing, International Business
Sara Smith Gelman Sara Smith Gelman's Merrill Lynch Experience 1986 - 1988
Job Coordinator, Program Development at New York Road Runners
Industry Nonprofit Organization Management
Experience
New York Road Runners March 2012 - Present
Marc Fleisher, Esq. (Collaborative Divorce Lawyer) September 2009 - March 2012
Fieldston and Bank Street Schools 2005 - 2010
Roosevelt Hospital, Comprehensive Breast Center 1998 - 2004
Life and Disability Insurance 1988 - 1994
Merrill Lynch 1986 - 1988
Bechtel Corporation 1982 - 1984
Skills
Writing, Non-profits, Program Management, Teaching, Editing, Training, Program Development, Nonprofits, Proposal Writing, Public Speaking, Volunteer Management, Strategic Planning, Software Documentation, Event Planning, Finance
Education
MIT Sloan School of Management 1984 — 1986
M.S., Finance
University of Southern California 1979 — 1982
B.S., Business Administration/Finance
Highland Park High School 1975 — 1979
New York Road Runners March 2012 - Present
Marc Fleisher, Esq. (Collaborative Divorce Lawyer) September 2009 - March 2012
Fieldston and Bank Street Schools 2005 - 2010
Roosevelt Hospital, Comprehensive Breast Center 1998 - 2004
Life and Disability Insurance 1988 - 1994
Merrill Lynch 1986 - 1988
Bechtel Corporation 1982 - 1984
Skills
Writing, Non-profits, Program Management, Teaching, Editing, Training, Program Development, Nonprofits, Proposal Writing, Public Speaking, Volunteer Management, Strategic Planning, Software Documentation, Event Planning, Finance
Education
MIT Sloan School of Management 1984 — 1986
M.S., Finance
University of Southern California 1979 — 1982
B.S., Business Administration/Finance
Highland Park High School 1975 — 1979
Janet Kim Janet Kim's Merrill Lynch Experience June 2006 - August 2006
Job VP of Finance at Unitas Global
Industry Information Technology and Services
Experience
Unitas Global November 2014 - Present
Fullscreen, Inc November 2013 - September 2014
Rambus 2012 - 2013
Pandora Media March 2011 - May 2012
Live Nation Entertainment 2009 - 2011
Bank of America Merrill Lynch 2007 - 2009
Merrill Lynch June 2006 - August 2006
Videofashion Network 2002 - 2005
Arthur Anderson LLP 2000 - 2002
Skills
Financial Analysis, Analysis, Corporate Finance, Financial Modeling, Financial Markets, Salesforce.com, Financial Reporting, Financial Planning, Business Analysis, Excel, PowerPoint, SaaS, Essbase, Anaplan, Access, Adaptive Planning, Factset, Capital Structure, MySQL, Python, Oracle Financials, Hyperion Planning, Financial Accounting, Quickbooks, WordPress, Oracle Discoverer, Capital IQ, Outlooksoft, Business Objects, PHP, phpMyAdmin, JavaScript, CSS, Investments, Mergers & Acquisitions, Strategic Financial..., Venture Capital, Portfolio Management, Finance, Equities, Auditing, Corporate Development, Valuation, Investment Banking, Analytics, QuickBooks
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Finance
New York University 2003 — 2005
MA, Economics
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS, Business Administration
Unitas Global November 2014 - Present
Fullscreen, Inc November 2013 - September 2014
Rambus 2012 - 2013
Pandora Media March 2011 - May 2012
Live Nation Entertainment 2009 - 2011
Bank of America Merrill Lynch 2007 - 2009
Merrill Lynch June 2006 - August 2006
Videofashion Network 2002 - 2005
Arthur Anderson LLP 2000 - 2002
Skills
Financial Analysis, Analysis, Corporate Finance, Financial Modeling, Financial Markets, Salesforce.com, Financial Reporting, Financial Planning, Business Analysis, Excel, PowerPoint, SaaS, Essbase, Anaplan, Access, Adaptive Planning, Factset, Capital Structure, MySQL, Python, Oracle Financials, Hyperion Planning, Financial Accounting, Quickbooks, WordPress, Oracle Discoverer, Capital IQ, Outlooksoft, Business Objects, PHP, phpMyAdmin, JavaScript, CSS, Investments, Mergers & Acquisitions, Strategic Financial..., Venture Capital, Portfolio Management, Finance, Equities, Auditing, Corporate Development, Valuation, Investment Banking, Analytics, QuickBooks
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Finance
New York University 2003 — 2005
MA, Economics
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS, Business Administration
Rex Lam Rex Lam's Merrill Lynch Experience January 2013 - February 2013
Job Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman December 2014 - Present
OC&C Strategy Consultants September 2014 - November 2014
eBay NYC January 2014 - February 2014
International Monetary Fund May 2013 - August 2013
MIT Undergraduate Research Opportunities Program January 2011 - May 2013
Merrill Lynch January 2013 - February 2013
China Educational Technology Initiative June 2012 - August 2012
NERA Economic Consulting January 2012 - February 2012
Skills
CSS, Java, Microsoft Excel, JavaScript, SQL, PHP, Stata, Visual Basic, Bloomberg, Matlab, Python, R, Cantonese, Chinese, French, Economics, Data Analysis
Education
Massachusetts Institute of Technology 2010 — 2014
Candidate for Bachelor of Science, Economics, Mathematics
Oxford University 2012 — 2012
Visiting Student, Econometrics, European Union
Oliver Wyman December 2014 - Present
OC&C Strategy Consultants September 2014 - November 2014
eBay NYC January 2014 - February 2014
International Monetary Fund May 2013 - August 2013
MIT Undergraduate Research Opportunities Program January 2011 - May 2013
Merrill Lynch January 2013 - February 2013
China Educational Technology Initiative June 2012 - August 2012
NERA Economic Consulting January 2012 - February 2012
Skills
CSS, Java, Microsoft Excel, JavaScript, SQL, PHP, Stata, Visual Basic, Bloomberg, Matlab, Python, R, Cantonese, Chinese, French, Economics, Data Analysis
Education
Massachusetts Institute of Technology 2010 — 2014
Candidate for Bachelor of Science, Economics, Mathematics
Oxford University 2012 — 2012
Visiting Student, Econometrics, European Union
Stephanie Chan Stephanie Chan's Merrill Lynch Experience 1999 - 2002
Job CoFounder at Please and Carrots
Industry Retail
Experience
Please and Carrots May 2014 - Present
Time Warner Inc. January 2012 - May 2014
New York University 2013 - 2013
Time Warner Inc. 2009 - January 2012
Time Warner Inc. 2007 - 2009
Time Warner Inc. 2005 - 2007
Deloitte Consulting 2004 - 2005
Merrill Lynch 1999 - 2002
Skills
Business Development, P&L Management, Retail Marketing, Customer Acquisition..., Customer Insight, Brand Development, Digital Marketing, Partnerships, Strategy, Management Consulting, Business Strategy, Digital Media, Integrated Marketing, Lead Generation, Management, Marketing Strategy, Start-ups, Digital Strategy, E-commerce, Direct Marketing, Marketing, Social Media
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
McGill University 1995 — 1999
Bachelor of Commerce
Please and Carrots May 2014 - Present
Time Warner Inc. January 2012 - May 2014
New York University 2013 - 2013
Time Warner Inc. 2009 - January 2012
Time Warner Inc. 2007 - 2009
Time Warner Inc. 2005 - 2007
Deloitte Consulting 2004 - 2005
Merrill Lynch 1999 - 2002
Skills
Business Development, P&L Management, Retail Marketing, Customer Acquisition..., Customer Insight, Brand Development, Digital Marketing, Partnerships, Strategy, Management Consulting, Business Strategy, Digital Media, Integrated Marketing, Lead Generation, Management, Marketing Strategy, Start-ups, Digital Strategy, E-commerce, Direct Marketing, Marketing, Social Media
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
McGill University 1995 — 1999
Bachelor of Commerce
Joshua G. Herschberg's Merrill Lynch Experience March 2007 - July 2010
Job Director of Acquisitions at F.I.A. Capital Partners, LLC
Industry Banking
Experience
F.I.A. Capital Partners, LLC February 2015 - Present
HSBC Bank USA December 2012 - January 2015
Morgan Stanley Smith Barney August 2010 - July 2012
Merrill Lynch March 2007 - July 2010
HSBC October 1997 - February 2007
Republic Financial Services NY 1997 - 2000
Legal Aid Society 1989 - 1997
Skills
Wealth Management, Financial Structuring, Portfolio Management, Investments, Estate Planning, Retirement Planning, Banking, Equities, Credit, Asset Managment, Finance, Strategic Financial..., Series 7, Mortgage Lending, Securities, Mutual Funds, Investment Advisory, Series 63, Financial Planners, Financial Markets, Asset Management, Insurance, Retirement, Mergers & Acquisitions, Small Business, Management, Wealth Management..., Alternative Investments, High Net Worth..., Financial Advisory, Financial Services, Loans, Fixed Income, Fixed Annuities, Zabbix, Asset Allocation, Financial Planning, Strategic Planning, Public Speaking, Leadership, Financial Analysis, Customer Service, Risk Management, Marketing, Due Diligence, Sales, Financial Modeling, Microsoft Office, Negotiation, Marketing Strategy
Education
Maurice A. Deane School of Law at Hofstra University 1985 — 1988
JD, Law
Queens College 1980 — 1984
BA, Psychology
Yeshivat Shaalvim 1980 — 1981
Jewish law
Yeshiva of Far Rockaway 1976 — 1979
HS, HS Diploma
F.I.A. Capital Partners, LLC February 2015 - Present
HSBC Bank USA December 2012 - January 2015
Morgan Stanley Smith Barney August 2010 - July 2012
Merrill Lynch March 2007 - July 2010
HSBC October 1997 - February 2007
Republic Financial Services NY 1997 - 2000
Legal Aid Society 1989 - 1997
Skills
Wealth Management, Financial Structuring, Portfolio Management, Investments, Estate Planning, Retirement Planning, Banking, Equities, Credit, Asset Managment, Finance, Strategic Financial..., Series 7, Mortgage Lending, Securities, Mutual Funds, Investment Advisory, Series 63, Financial Planners, Financial Markets, Asset Management, Insurance, Retirement, Mergers & Acquisitions, Small Business, Management, Wealth Management..., Alternative Investments, High Net Worth..., Financial Advisory, Financial Services, Loans, Fixed Income, Fixed Annuities, Zabbix, Asset Allocation, Financial Planning, Strategic Planning, Public Speaking, Leadership, Financial Analysis, Customer Service, Risk Management, Marketing, Due Diligence, Sales, Financial Modeling, Microsoft Office, Negotiation, Marketing Strategy
Education
Maurice A. Deane School of Law at Hofstra University 1985 — 1988
JD, Law
Queens College 1980 — 1984
BA, Psychology
Yeshivat Shaalvim 1980 — 1981
Jewish law
Yeshiva of Far Rockaway 1976 — 1979
HS, HS Diploma
Chris Keller Chris Keller's Merrill Lynch Experience 1992 - 1998
Job SVP Talent and Leadership Development for FCC Services
Industry Human Resources
Experience
FCC Services 2015 - Present
Keller Talent Management Consulting LLC 2012 - 2015
Level 3 Communications 2011 - 2012
The McGraw-Hill Companies 2005 - 2011
Ann Taylor 2003 - 2005
Deutsche Bank 2000 - 2002
OppenheimerFunds 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Talent Management, Performance Management, Succession Planning, Organizational..., Recruiting, Training, Talent Acquisition, Employee Relations, Management Development, Employee Engagement, Onboarding
Education
New York University 1990 — 1994
M.A.
McGill University 1986 — 1990
B.A.
Shady Side Academy 1982 — 1986
High School
FCC Services 2015 - Present
Keller Talent Management Consulting LLC 2012 - 2015
Level 3 Communications 2011 - 2012
The McGraw-Hill Companies 2005 - 2011
Ann Taylor 2003 - 2005
Deutsche Bank 2000 - 2002
OppenheimerFunds 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Talent Management, Performance Management, Succession Planning, Organizational..., Recruiting, Training, Talent Acquisition, Employee Relations, Management Development, Employee Engagement, Onboarding
Education
New York University 1990 — 1994
M.A.
McGill University 1986 — 1990
B.A.
Shady Side Academy 1982 — 1986
High School
Claire Pan Claire Pan's Merrill Lynch Experience May 2011 - August 2011
Job Master of Finance at MIT Sloan School of Management
Industry Financial Services
Experience
Huatai-PineBridge January 2014 - Present
MIT Sloan School of Management July 2012 - June 2013
Merrill Lynch May 2011 - August 2011
CICC July 2010 - August 2010
CITIC Securities June 2010 - June 2010
HSBC May 2009 - June 2009
Skills
Matlab, Microsoft Excel, Accounting, Financial Modeling, Bloomberg, Mandarin, Quantitative Analytics, Financial Analysis, Valuation, PowerPoint, Analysis, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Finance
Washington University in St. Louis - Olin Business School 2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics
Jianping High School
Huatai-PineBridge January 2014 - Present
MIT Sloan School of Management July 2012 - June 2013
Merrill Lynch May 2011 - August 2011
CICC July 2010 - August 2010
CITIC Securities June 2010 - June 2010
HSBC May 2009 - June 2009
Skills
Matlab, Microsoft Excel, Accounting, Financial Modeling, Bloomberg, Mandarin, Quantitative Analytics, Financial Analysis, Valuation, PowerPoint, Analysis, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Finance
Washington University in St. Louis - Olin Business School 2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics
Jianping High School
Karin Roof Karin Roof's Merrill Lynch Experience September 2006 - December 2008
Job Principal at MedLinX Medtech
Industry Management Consulting
Experience
MedLinX Medtech, LLC January 2009 - Present
UHG Optum April 2014 - August 2014
University of St. Thomas January 2011 - June 2012
Merrill Lynch September 2006 - December 2008
Guidant / Boston Scientific September 2001 - August 2006
Medtronic, Inc September 1999 - August 2001
Integral, Inc / Analysis Group September 1995 - March 1999
Medtronic Cardiac Rhythm Management September 1989 - September 1994
Skills
Medical Devices, Cross-functional Team..., Strategic Planning, Product Development, Management Consulting, Financial Modeling, Business Strategy, Product Launch, Competitive Analysis, Start-ups, Strategy, Project Management, Management, Data Analysis, Healthcare, Venture Capital, Product Management, Finance, R&D, Portfolio Management, Entrepreneurship, Executive Management, Market Analysis, Business Planning, Commercialization, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
SM, Tech & Innovation; System Dynamics
St. Olaf College 1985 — 1989
BA, Math / Physics
MedLinX Medtech, LLC January 2009 - Present
UHG Optum April 2014 - August 2014
University of St. Thomas January 2011 - June 2012
Merrill Lynch September 2006 - December 2008
Guidant / Boston Scientific September 2001 - August 2006
Medtronic, Inc September 1999 - August 2001
Integral, Inc / Analysis Group September 1995 - March 1999
Medtronic Cardiac Rhythm Management September 1989 - September 1994
Skills
Medical Devices, Cross-functional Team..., Strategic Planning, Product Development, Management Consulting, Financial Modeling, Business Strategy, Product Launch, Competitive Analysis, Start-ups, Strategy, Project Management, Management, Data Analysis, Healthcare, Venture Capital, Product Management, Finance, R&D, Portfolio Management, Entrepreneurship, Executive Management, Market Analysis, Business Planning, Commercialization, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
SM, Tech & Innovation; System Dynamics
St. Olaf College 1985 — 1989
BA, Math / Physics
Dan Schiffman's Merrill Lynch Experience June 2007 - February 2009
Job Technology Entrepreneur
Industry Internet
Experience
TVision Insights June 2015 - Present
EnerKnol August 2012 - Present
A9.com, An Amazon Company May 2014 - August 2014
GFreely November 2011 - November 2013
Socos Inc September 2011 - January 2012
PowerAdvocate June 2009 - August 2011
Dogodeals.com February 2009 - June 2009
Merrill Lynch June 2007 - February 2009
Harmonix May 2008 - May 2008
SeaChange International July 2005 - January 2006
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2003 — 2008
BS
TVision Insights June 2015 - Present
EnerKnol August 2012 - Present
A9.com, An Amazon Company May 2014 - August 2014
GFreely November 2011 - November 2013
Socos Inc September 2011 - January 2012
PowerAdvocate June 2009 - August 2011
Dogodeals.com February 2009 - June 2009
Merrill Lynch June 2007 - February 2009
Harmonix May 2008 - May 2008
SeaChange International July 2005 - January 2006
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2003 — 2008
BS
Cem Behmoaram's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate at Stanford University Graduate School of Business
Industry Venture Capital & Private Equity
Experience
TaskRabbit July 2015 - August 2015
Warburg Pincus 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Business Strategy, Investments, Corporate Finance, Capital Markets, Private Equity, Due Diligence
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
McGill University 2004 — 2009
Engineering with Concentration in Economics
TaskRabbit July 2015 - August 2015
Warburg Pincus 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Business Strategy, Investments, Corporate Finance, Capital Markets, Private Equity, Due Diligence
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
McGill University 2004 — 2009
Engineering with Concentration in Economics
Jonathan R. Razo's Merrill Lynch Experience June 1998 - February 1999
Job Information Security Officer at Stanford University
Industry Information Technology and Services
Experience
Stanford University January 2015 - Present
Hewlett-Packard November 2014 - January 2015
Hewlett-Packard October 2013 - November 2014
IBM February 2005 - March 2013
IBM February 2003 - January 2005
IBM August 1999 - January 2003
Merrill Lynch June 1998 - February 1999
MONSANTO January 1998 - June 1998
Johnson & Johnson - McNeil Consumer Products June 1997 - August 1997
Skills
Information Security, Security, Computer Security, Cloud Computing, Risk Management, Business Continuity, Integration, Security Architecture..., IT Strategy, Process Improvement, Data Privacy, Network Security, Project Management, Data Security, IT Security Policies, Information Security..., Internal Controls, Vulnerability Management, Enterprise Architecture, Disaster Recovery, Internal Audit, PCI DSS, Application Security, IT Risk Management, Auditing, Data Analysis, IT Security Best..., IT Security Assessments, Vulnerability Scanning, Threat & Vulnerability..., Endpoint Security, Wireless Security, HIPAA, IT Security Operations, Security Incident..., Process Automation, Process Flow..., Architecture, Compliance, Application Portfolio..., Mobile Security, Compliance Testing, Metric Development, Data Standards, Process Simplification, Business Process..., ITAR, IT polic, End of Life, Divestitures
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1999
Master of Business Administration (MBA), Information Technology Business Transformation
Massachusetts Institute of Technology (MIT) 1990 — 1995
Bachelor of Science (B.S.), Applied Mathematics
Massachusetts Institute of Technology (MIT) 1990 — 1995
Bachelor of Science (B.S.), Spanish Language and Literature
Massachusetts Institute of Technology (MIT) 1990 — 1995
Bachelor of Science (B.S.), Latin American Studies
Stanford University January 2015 - Present
Hewlett-Packard November 2014 - January 2015
Hewlett-Packard October 2013 - November 2014
IBM February 2005 - March 2013
IBM February 2003 - January 2005
IBM August 1999 - January 2003
Merrill Lynch June 1998 - February 1999
MONSANTO January 1998 - June 1998
Johnson & Johnson - McNeil Consumer Products June 1997 - August 1997
Skills
Information Security, Security, Computer Security, Cloud Computing, Risk Management, Business Continuity, Integration, Security Architecture..., IT Strategy, Process Improvement, Data Privacy, Network Security, Project Management, Data Security, IT Security Policies, Information Security..., Internal Controls, Vulnerability Management, Enterprise Architecture, Disaster Recovery, Internal Audit, PCI DSS, Application Security, IT Risk Management, Auditing, Data Analysis, IT Security Best..., IT Security Assessments, Vulnerability Scanning, Threat & Vulnerability..., Endpoint Security, Wireless Security, HIPAA, IT Security Operations, Security Incident..., Process Automation, Process Flow..., Architecture, Compliance, Application Portfolio..., Mobile Security, Compliance Testing, Metric Development, Data Standards, Process Simplification, Business Process..., ITAR, IT polic, End of Life, Divestitures
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1999
Master of Business Administration (MBA), Information Technology Business Transformation
Massachusetts Institute of Technology (MIT) 1990 — 1995
Bachelor of Science (B.S.), Applied Mathematics
Massachusetts Institute of Technology (MIT) 1990 — 1995
Bachelor of Science (B.S.), Spanish Language and Literature
Massachusetts Institute of Technology (MIT) 1990 — 1995
Bachelor of Science (B.S.), Latin American Studies
Celine Chesnais Celine Chesnais's Merrill Lynch Experience June 2011 - July 2011
Job Manager Digital Strategy & ECommerce, Luxury Division
Industry Cosmetics
Experience
L'Oréal, Luxury Division August 2015 - Present
Redken at L'Oréal July 2015 - August 2015
Redken at L'Oreal June 2013 - July 2015
L'Oréal July 2012 - June 2013
Merrill Lynch June 2011 - July 2011
L'Oréal May 2010 - July 2010
Skills
French, International Marketing, Luxury Goods, Market Analysis, Market Research, Marketing, Marketing Strategy
Education
McGill University 2009 — 2012
Bachelor of Commerce (B.Com.), International Business/Trade/Commerce
L'Oréal, Luxury Division August 2015 - Present
Redken at L'Oréal July 2015 - August 2015
Redken at L'Oreal June 2013 - July 2015
L'Oréal July 2012 - June 2013
Merrill Lynch June 2011 - July 2011
L'Oréal May 2010 - July 2010
Skills
French, International Marketing, Luxury Goods, Market Analysis, Market Research, Marketing, Marketing Strategy
Education
McGill University 2009 — 2012
Bachelor of Commerce (B.Com.), International Business/Trade/Commerce
Joshua Dennerlein Joshua Dennerlein's Merrill Lynch Experience November 2011 - June 2012
Job FICC Sales RM
Industry Financial Services
Experience
Bank of America November 2013 - September 2014
Bank of America July 2012 - November 2013
Merrill Lynch November 2011 - June 2012
BofA Merrill Lynch February 2010 - November 2011
Robert Derector Associates May 2007 - August 2009
Skills
MS Office: Excel, Word,..., Bloomberg Terminal, Haver Analytics..., Programming (C, Visual..., Economics, Valuation, Bloomberg, Equity Research, Investments, Equities, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Analysis
Education
McGill University 2004 — 2009
B.Eng, Mechanical Engineering; Economics
Bank of America November 2013 - September 2014
Bank of America July 2012 - November 2013
Merrill Lynch November 2011 - June 2012
BofA Merrill Lynch February 2010 - November 2011
Robert Derector Associates May 2007 - August 2009
Skills
MS Office: Excel, Word,..., Bloomberg Terminal, Haver Analytics..., Programming (C, Visual..., Economics, Valuation, Bloomberg, Equity Research, Investments, Equities, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Analysis
Education
McGill University 2004 — 2009
B.Eng, Mechanical Engineering; Economics
Lynna Chen's Merrill Lynch Experience January 2010 - April 2010
Job Graduate Student at MIT
Industry Nanotechnology
Experience
University of Waterloo 2011 - 2013
AkzoNobel January 2012 - August 2012
Harvard Medical School September 2010 - April 2011
University of Waterloo March 2009 - December 2010
Merrill Lynch January 2010 - April 2010
Environment Canada May 2009 - August 2009
Education
Massachusetts Institute of Technology 2013 — 2018
Biological/Biosystems Engineering
University of Waterloo 2008 — 2013
Bachelor of Applied Science (BASc), Nanotechnology Engineering
University of Waterloo 2011 - 2013
AkzoNobel January 2012 - August 2012
Harvard Medical School September 2010 - April 2011
University of Waterloo March 2009 - December 2010
Merrill Lynch January 2010 - April 2010
Environment Canada May 2009 - August 2009
Education
Massachusetts Institute of Technology 2013 — 2018
Biological/Biosystems Engineering
University of Waterloo 2008 — 2013
Bachelor of Applied Science (BASc), Nanotechnology Engineering
Peggy Malone Peggy Malone's Merrill Lynch Experience April 2007 - February 2009
Job Real Estate Lawyer at Morgan Stanley Smith Barney
Industry Law Practice
Experience
Morgan Stanley Smith Barney September 2010 - Present
Merrill Lynch April 2007 - February 2009
Kaye Scholer LLP 2004 - 2007
Pillsbury Winthrop Shaw Pittman 1995 - 2004
Winthrop, Stimson, Putnam & Roberts 1995 - 2004
Skills
Corporate Law, Mergers & Acquisitions, Leadership, Leases, Real Estate Development, Real Estate, Legal Writing, Commercial Real Estate, Negotiation, Management
Education
Maurice A. Deane School of Law at Hofstra University 1992 — 1995
JD
University of Dayton
BA, Political Science, Journalism
Morgan Stanley Smith Barney September 2010 - Present
Merrill Lynch April 2007 - February 2009
Kaye Scholer LLP 2004 - 2007
Pillsbury Winthrop Shaw Pittman 1995 - 2004
Winthrop, Stimson, Putnam & Roberts 1995 - 2004
Skills
Corporate Law, Mergers & Acquisitions, Leadership, Leases, Real Estate Development, Real Estate, Legal Writing, Commercial Real Estate, Negotiation, Management
Education
Maurice A. Deane School of Law at Hofstra University 1992 — 1995
JD
University of Dayton
BA, Political Science, Journalism
Robert Domanko Robert Domanko's Merrill Lynch Experience 2005 - 2009
Job HSBC Head of Institutional Equity Derivative Sales
Industry Banking
Experience
HSBC May 2012 - Present
Morgan Stanley 2009 - 2012
Merrill Lynch 2005 - 2009
Goldman Sachs 1999 - 2005
Skills
FX Options, Portfolio Management, Investments, Swaps, FINRA, Equity Trading, Financial Analysis, Commodity, Derivatives, Electronic Trading, Structured Products, Emerging Markets, Fixed Income, Investment Banking, Capital Markets, Equity Derivatives, Hedge Funds
Education
McGill University
HSBC May 2012 - Present
Morgan Stanley 2009 - 2012
Merrill Lynch 2005 - 2009
Goldman Sachs 1999 - 2005
Skills
FX Options, Portfolio Management, Investments, Swaps, FINRA, Equity Trading, Financial Analysis, Commodity, Derivatives, Electronic Trading, Structured Products, Emerging Markets, Fixed Income, Investment Banking, Capital Markets, Equity Derivatives, Hedge Funds
Education
McGill University
Antonio Fco Lopez Torrero Antonio Fco Lopez Torrero's Merrill Lynch Experience August 1996 - September 2003
Job JPMorgan
Industry Banking
Experience
JPMorgan Chase November 2012 - Present
Deustche Bank Private Wealth Management November 2010 - November 2012
BTIG November 2009 - November 2010
Ropemaker Capital January 2009 - November 2009
Marathon Asset Management September 2003 - July 2008
Merrill Lynch August 1996 - September 2003
Analistas Financieros Internacionales June 1993 - July 1994
Spanish Air Force September 1992 - June 1993
Skills
Derivatives, Hedge Funds, Emerging Markets, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Financial Engineering
Universidad Complutense de Madrid 1990 — 1992
Economics, Quantitative Methods
Universidad San Pablo-CEU 1987 — 1990
Ciencias Económicas
JPMorgan Chase November 2012 - Present
Deustche Bank Private Wealth Management November 2010 - November 2012
BTIG November 2009 - November 2010
Ropemaker Capital January 2009 - November 2009
Marathon Asset Management September 2003 - July 2008
Merrill Lynch August 1996 - September 2003
Analistas Financieros Internacionales June 1993 - July 1994
Spanish Air Force September 1992 - June 1993
Skills
Derivatives, Hedge Funds, Emerging Markets, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Financial Engineering
Universidad Complutense de Madrid 1990 — 1992
Economics, Quantitative Methods
Universidad San Pablo-CEU 1987 — 1990
Ciencias Económicas
Alan Cooke, CFA Alan Cooke, CFA's Merrill Lynch Experience June 2005 - August 2008
Job Chief Financial Officer & General Counsel at Attivio
Industry Computer Software
Experience
Attivio September 2008 - Present
Merrill Lynch June 2005 - August 2008
Wachovia October 2004 - June 2005
Oracle Corporation May 2000 - October 2004
McKinsey & Company September 1997 - March 2000
Macdonald, Affleck June 1991 - August 1995
Canadian Army March 1984 - March 1993
Skills
Enterprise Software, Unified Information..., Attivio AIE, Strategy, Business Development, Entrepreneurship, Business Strategy, Business Analysis, Leadership, Executive Management, Sales Management, SaaS, Start-ups, Finance, Strategic Partnerships, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
University of Toronto 1988 — 1991
JD, Law
University of Ottawa 1985 — 1988
BA, Accounting and Economics
Attivio September 2008 - Present
Merrill Lynch June 2005 - August 2008
Wachovia October 2004 - June 2005
Oracle Corporation May 2000 - October 2004
McKinsey & Company September 1997 - March 2000
Macdonald, Affleck June 1991 - August 1995
Canadian Army March 1984 - March 1993
Skills
Enterprise Software, Unified Information..., Attivio AIE, Strategy, Business Development, Entrepreneurship, Business Strategy, Business Analysis, Leadership, Executive Management, Sales Management, SaaS, Start-ups, Finance, Strategic Partnerships, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
University of Toronto 1988 — 1991
JD, Law
University of Ottawa 1985 — 1988
BA, Accounting and Economics
Andrew Sosnowitz, CRPC®, AAMS®, CMFC®'s Merrill Lynch Experience July 1999 - September 2009
Job President & Chief Investment Officer at Buttonwood Capital Management
Industry Financial Services
Experience
Buttonwood Capital Management January 2015 - Present
Buttonwood Financial Partners September 2009 - Present
Merrill Lynch July 1999 - September 2009
Skills
Personal Financial..., Investment Management, Private Equity, Alternative Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Investment Strategies, Trustee Investments
Education
University of Arizona
Bachelor of Arts (B.A.)
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate in Management and Leadership
Buttonwood Capital Management January 2015 - Present
Buttonwood Financial Partners September 2009 - Present
Merrill Lynch July 1999 - September 2009
Skills
Personal Financial..., Investment Management, Private Equity, Alternative Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Investment Strategies, Trustee Investments
Education
University of Arizona
Bachelor of Arts (B.A.)
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate in Management and Leadership
Rick Ho's Merrill Lynch Experience 1997 - 2002
Job Principal at KPMG US
Industry Financial Services
Experience
KPMG US 2014 - Present
Deutsche Bank 2004 - 2014
BearingPoint 2003 - 2004
Merrill Lynch 1997 - 2002
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering track
University of California, Berkeley
Ph.D Candidate, Electrical Engineering Computer Science (EECS)
University of California, Berkeley
BS, Electrical Engineering Computer Science (EECS)
KPMG US 2014 - Present
Deutsche Bank 2004 - 2014
BearingPoint 2003 - 2004
Merrill Lynch 1997 - 2002
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering track
University of California, Berkeley
Ph.D Candidate, Electrical Engineering Computer Science (EECS)
University of California, Berkeley
BS, Electrical Engineering Computer Science (EECS)
Jerry Kuch's Merrill Lynch Experience July 2007 - September 2007
Job
Industry Computer Software
Experience
VMware July 2009 - Present
EMC April 2009 - July 2009
Insightful Corporation, Consulting Engineer October 2006 - October 2007
Merrill Lynch July 2007 - September 2007
Independent. April 2007 - June 2007
Early Stage Biotechnology Startup February 2006 - February 2007
SourceLabs July 2005 - November 2005
Centeris Corporation November 2004 - May 2005
Ross Video May 2002 - September 2004
Asta Networks June 2000 - April 2002
Skills
Linux, SQL, C#, Operating Systems, Objective-C, Erlang, OOP, Software Development, Algorithms, Java, Distributed Systems, Prophecy, Apache, Sandwiches, Scalability, Software Design, Architecture, Cloud Computing, Hadoop, Software Engineering, Web Applications, System Architecture, Multithreading, Open Source, Programming, Unix, Ruby on Rails, Ruby, Web Services, Virtualization, Object Oriented Design, Tree Climbing, Friendraising
Education
University of Waterloo 1994 — 1996
M.Math, Computer Science
McGill University 1988 — 1994
BSc, Computer Science
Reed College 1989 — 1990
Physics
Reed College
VMware July 2009 - Present
EMC April 2009 - July 2009
Insightful Corporation, Consulting Engineer October 2006 - October 2007
Merrill Lynch July 2007 - September 2007
Independent. April 2007 - June 2007
Early Stage Biotechnology Startup February 2006 - February 2007
SourceLabs July 2005 - November 2005
Centeris Corporation November 2004 - May 2005
Ross Video May 2002 - September 2004
Asta Networks June 2000 - April 2002
Skills
Linux, SQL, C#, Operating Systems, Objective-C, Erlang, OOP, Software Development, Algorithms, Java, Distributed Systems, Prophecy, Apache, Sandwiches, Scalability, Software Design, Architecture, Cloud Computing, Hadoop, Software Engineering, Web Applications, System Architecture, Multithreading, Open Source, Programming, Unix, Ruby on Rails, Ruby, Web Services, Virtualization, Object Oriented Design, Tree Climbing, Friendraising
Education
University of Waterloo 1994 — 1996
M.Math, Computer Science
McGill University 1988 — 1994
BSc, Computer Science
Reed College 1989 — 1990
Physics
Reed College
Ahron Herring's Merrill Lynch Experience 1996 - 1999
Job Chief Investment Officer at Yeshiva University
Industry Financial Services
Experience
Yeshiva University March 2012 - Present
Yeshiva University July 2011 - March 2012
MIT Investment Management Company (MITIMCo) 2008 - 2012
Barton Insurance 2008 - 2011
MIT Investment Management Company (MITIMCo) 2007 - 2008
MIT Investment Management Company (MITIMCo) 2003 - 2006
Merrill Lynch 1996 - 1999
Merrill Lynch 1995 - 1995
Skills
Investments, Private Equity, Portfolio Management, Due Diligence, Venture Capital, Hedge Funds, Asset Managment, Equities, Risk Management, Finance, Alternative Investments, Asset Allocation, Strategy, Financial Markets, Hedging, Securities, Investment Management, Fixed Income, Asset Management, Real Estate, Options, Capital Markets, Management
Education
MIT Center for Real Estate
MSRED
Massachusetts Institute of Technology - Sloan School of Management
MBA
Yeshiva University
BA
Yeshiva University March 2012 - Present
Yeshiva University July 2011 - March 2012
MIT Investment Management Company (MITIMCo) 2008 - 2012
Barton Insurance 2008 - 2011
MIT Investment Management Company (MITIMCo) 2007 - 2008
MIT Investment Management Company (MITIMCo) 2003 - 2006
Merrill Lynch 1996 - 1999
Merrill Lynch 1995 - 1995
Skills
Investments, Private Equity, Portfolio Management, Due Diligence, Venture Capital, Hedge Funds, Asset Managment, Equities, Risk Management, Finance, Alternative Investments, Asset Allocation, Strategy, Financial Markets, Hedging, Securities, Investment Management, Fixed Income, Asset Management, Real Estate, Options, Capital Markets, Management
Education
MIT Center for Real Estate
MSRED
Massachusetts Institute of Technology - Sloan School of Management
MBA
Yeshiva University
BA
Chaka Wade's Merrill Lynch Experience May 1998 - August 1998
Job Securitized Products at Lehman Brothers (PostBankruptcy)
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. April 2010 - Present
Citigroup Global Markets Inc. March 2004 - February 2008
Natixis 2001 - 2004
State Street Bank 1999 - 2000
Merrill Lynch May 1998 - August 1998
US Army 1992 - 1997
Skills
Securitization, Derivatives, Valuation, Structured Finance, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, ABS, CDO, Subprime, Securities, Asset Management, Investment Banking, Hedge Funds, Equities, Financial Structuring, Bloomberg, Alternative Investments, Bonds, Interest Rate..., Options, Equity Derivatives, Trading, Swaps, MBS, CDS, High Yield
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
M.B.A., Financial Management
United States Military Academy at West Point 1988 — 1992
B.S., Mechanical Engineering (Aerospace)
Lehman Brothers Holdings Inc. April 2010 - Present
Citigroup Global Markets Inc. March 2004 - February 2008
Natixis 2001 - 2004
State Street Bank 1999 - 2000
Merrill Lynch May 1998 - August 1998
US Army 1992 - 1997
Skills
Securitization, Derivatives, Valuation, Structured Finance, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, ABS, CDO, Subprime, Securities, Asset Management, Investment Banking, Hedge Funds, Equities, Financial Structuring, Bloomberg, Alternative Investments, Bonds, Interest Rate..., Options, Equity Derivatives, Trading, Swaps, MBS, CDS, High Yield
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
M.B.A., Financial Management
United States Military Academy at West Point 1988 — 1992
B.S., Mechanical Engineering (Aerospace)
Hester Chang's Merrill Lynch Experience August 2004 - March 2008
Job
Industry Events Services
Experience
Emma Events, LLC October 2007 - Present
Merrill Lynch August 2004 - March 2008
Ernst & Young LLP August 1998 - June 2002
Skills
Event Planning, Equity Research, Entrepreneurship, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA
Wharton - University of Pennsylvania 1994 — 1998
B.S.
Lawrence High School 1991 — 1994
Emma Events, LLC October 2007 - Present
Merrill Lynch August 2004 - March 2008
Ernst & Young LLP August 1998 - June 2002
Skills
Event Planning, Equity Research, Entrepreneurship, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA
Wharton - University of Pennsylvania 1994 — 1998
B.S.
Lawrence High School 1991 — 1994
Avi Weiss's Merrill Lynch Experience August 1999 - October 2008
Job Strategic Investments, Strategy, Business Development, M&A Professional
Industry Financial Services
Experience
Citadel LLC (Citadel Securities) November 2008 - April 2012
Merrill Lynch August 1999 - October 2008
Kwasha Lipton (acquired by Coopers & Lybrand) August 1993 - July 1997
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Temple University
BBA
Citadel LLC (Citadel Securities) November 2008 - April 2012
Merrill Lynch August 1999 - October 2008
Kwasha Lipton (acquired by Coopers & Lybrand) August 1993 - July 1997
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Temple University
BBA
Bob Dela Cruz's Merrill Lynch Experience October 2004 - December 2007
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2008 - Present
Merrill Lynch October 2004 - December 2007
Media Fusion Inc. January 2002 - October 2004
Education
SUNY Stony Brook 1993 — 1995
BA, Multidisciplinary Studies
McGill University 1991 — 1993
MBA, International Business, Marketing
Charles Schwab January 2008 - Present
Merrill Lynch October 2004 - December 2007
Media Fusion Inc. January 2002 - October 2004
Education
SUNY Stony Brook 1993 — 1995
BA, Multidisciplinary Studies
McGill University 1991 — 1993
MBA, International Business, Marketing
Waymond Harris, CFA's Merrill Lynch Experience September 2002 - March 2006
Job Director Investments at Blue Cross Blue Shield of Michigan
Industry Investment Management
Experience
Blue Cross Blue Shield of Michigan July 2015 - Present
Blue Cross Blue Shield of Michigan December 2013 - July 2015
Blue Cross Blue Shield of Michigan October 2012 - December 2013
Semaphore Management August 2008 - March 2012
Bear Stearns March 2006 - June 2008
Merrill Lynch September 2002 - March 2006
General Motors June 1999 - June 2000
US Army 1996 - 1999
Skills
Valuation, Financial Modeling, Equities, Equity Research, Industry Analysis, Competitive Analysis
Education
MIT Sloan School Of Management 2000 — 2002
MBA, Financial Engineering
United States Military Academy 1992 — 1996
BS, Engineering Management
Blue Cross Blue Shield of Michigan July 2015 - Present
Blue Cross Blue Shield of Michigan December 2013 - July 2015
Blue Cross Blue Shield of Michigan October 2012 - December 2013
Semaphore Management August 2008 - March 2012
Bear Stearns March 2006 - June 2008
Merrill Lynch September 2002 - March 2006
General Motors June 1999 - June 2000
US Army 1996 - 1999
Skills
Valuation, Financial Modeling, Equities, Equity Research, Industry Analysis, Competitive Analysis
Education
MIT Sloan School Of Management 2000 — 2002
MBA, Financial Engineering
United States Military Academy 1992 — 1996
BS, Engineering Management
James Walker's Merrill Lynch Experience August 2001 - June 2005
Job COO and Head of Business Development Private Bank Americas
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Morgan Stanley August 2012 - January 2014
Morgan Stanley Smith Barney September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - November 2010
Citigroup Global Wealth Management September 2007 - February 2010
Citi Smith Barney October 2006 - September 2007
Merrill Lynch August 2001 - June 2005
Merrill Lynch September 1999 - August 2001
Merrill Lynch March 1996 - September 1999
Merrill Lynch July 1994 - March 1996
Skills
Wealth Management, Asset Managment, Series 7, Investments, Strategy, Business Strategy, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Mergers & Acquisitions, Equities, Mutual Funds, Management, Leadership, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Fixed Income, Venture Capital, Derivatives, Securities, New Business Development, Relationship Management, Alternative Investments, Finance, Series 63, Private Equity, Program Management, Product Management, Hedge Funds, Financial Risk, Strategic Financial..., ETFs, Asset Allocation, Series 24, FINRA, Investment Banking, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
MS Management Science, Sloan Fellow
Catholic University of America 1981 — 1985
BA, Economics
Credit Suisse January 2014 - Present
Morgan Stanley August 2012 - January 2014
Morgan Stanley Smith Barney September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - November 2010
Citigroup Global Wealth Management September 2007 - February 2010
Citi Smith Barney October 2006 - September 2007
Merrill Lynch August 2001 - June 2005
Merrill Lynch September 1999 - August 2001
Merrill Lynch March 1996 - September 1999
Merrill Lynch July 1994 - March 1996
Skills
Wealth Management, Asset Managment, Series 7, Investments, Strategy, Business Strategy, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Mergers & Acquisitions, Equities, Mutual Funds, Management, Leadership, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Fixed Income, Venture Capital, Derivatives, Securities, New Business Development, Relationship Management, Alternative Investments, Finance, Series 63, Private Equity, Program Management, Product Management, Hedge Funds, Financial Risk, Strategic Financial..., ETFs, Asset Allocation, Series 24, FINRA, Investment Banking, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
MS Management Science, Sloan Fellow
Catholic University of America 1981 — 1985
BA, Economics
Steven Guo's Merrill Lynch Experience April 2005 - September 2006
Job
Industry Financial Services
Experience
Bank of America April 2010 - Present
Audible Inc November 2008 - November 2009
JPMorgan Chase October 2006 - June 2008
Merrill Lynch April 2005 - September 2006
Goldman Sachs May 2004 - January 2005
Mellon Investor Services December 2001 - April 2004
Education
Massachusetts Institute of Technology 1987 — 1991
PhD, Applied Physics
Tsinghua University 1979 — 1987
BS, MS, Physics
Bank of America April 2010 - Present
Audible Inc November 2008 - November 2009
JPMorgan Chase October 2006 - June 2008
Merrill Lynch April 2005 - September 2006
Goldman Sachs May 2004 - January 2005
Mellon Investor Services December 2001 - April 2004
Education
Massachusetts Institute of Technology 1987 — 1991
PhD, Applied Physics
Tsinghua University 1979 — 1987
BS, MS, Physics
Damian Barry's Merrill Lynch Experience 1994 - 1996
Job IT Support Entrepreneur
Industry Information Technology and Services
Experience
Global Business Technologies January 2007 - Present
Winston Flowers December 2002 - July 2010
Asset Sciences, Inc. (LTSave, Inc.) July 1999 - December 2002
Credit Suisse September 1996 - July 1999
Merrill Lynch 1994 - 1996
Education
MIT Sloan School of Management 2002 — 2002
Greater Boston Executive Program, Business Administration and Management, General
Tufts University 1990 — 1994
B.S., Engineering Psychology
Global Business Technologies January 2007 - Present
Winston Flowers December 2002 - July 2010
Asset Sciences, Inc. (LTSave, Inc.) July 1999 - December 2002
Credit Suisse September 1996 - July 1999
Merrill Lynch 1994 - 1996
Education
MIT Sloan School of Management 2002 — 2002
Greater Boston Executive Program, Business Administration and Management, General
Tufts University 1990 — 1994
B.S., Engineering Psychology
Lyon Roth's Merrill Lynch Experience April 2005 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2005 - Present
Education
McGill University 1983 — 1986
Merrill Lynch April 2005 - Present
Education
McGill University 1983 — 1986
Yogishwar Maharaj's Merrill Lynch Experience May 2010 - 2011
Job Mathematician
Industry Banking
Experience
PayPal 2012 - 2013
Merrill Lynch May 2010 - 2011
Morgan Stanley February 2009 - March 2010
Skills
C++, Python, R, Modeling, Quantitative Research, Quantitative Investing, Mathematical Modeling, Distributed Systems, Quantitative Finance, Time Series Analysis, Machine Learning, Trading Strategies, Unix, Monte Carlo Simulation, Hadoop, Predictive Modeling, Statistics, Analysis, Quantitative Analytics, Equities, Algorithms, Trading, Perl
Education
Columbia University, Graduate School of Arts and Sciences 2003 — 2008
Ph.D., Mathematics
Massachusetts Institute of Technology 1998 — 2002
B.S., Mathematics, Computer Engineering and Computer Science
PayPal 2012 - 2013
Merrill Lynch May 2010 - 2011
Morgan Stanley February 2009 - March 2010
Skills
C++, Python, R, Modeling, Quantitative Research, Quantitative Investing, Mathematical Modeling, Distributed Systems, Quantitative Finance, Time Series Analysis, Machine Learning, Trading Strategies, Unix, Monte Carlo Simulation, Hadoop, Predictive Modeling, Statistics, Analysis, Quantitative Analytics, Equities, Algorithms, Trading, Perl
Education
Columbia University, Graduate School of Arts and Sciences 2003 — 2008
Ph.D., Mathematics
Massachusetts Institute of Technology 1998 — 2002
B.S., Mathematics, Computer Engineering and Computer Science
Stacy Sarvis's Merrill Lynch Experience January 2000 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2000 - Present
Education
Massachusetts Institute of Technology 1989 — 1993
Merrill Lynch January 2000 - Present
Education
Massachusetts Institute of Technology 1989 — 1993
Michael de Asla's Merrill Lynch Experience September 1999 - January 2009
Job Portfolio Manager at Metacapital
Industry Financial Services
Experience
Metacapital Management October 2012 - Present
Bank of America Securities January 2009 - October 2012
Merrill Lynch September 1999 - January 2009
Ford Motor Company August 1993 - August 1997
Skills
Fixed Income, Structured Products, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Massachusetts Institute of Technology 1991 — 1993
S.M., Mechanical Engineering
Massachusetts Institute of Technology 1987 — 1991
S.B., Mechanical Engineering
Metacapital Management October 2012 - Present
Bank of America Securities January 2009 - October 2012
Merrill Lynch September 1999 - January 2009
Ford Motor Company August 1993 - August 1997
Skills
Fixed Income, Structured Products, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Massachusetts Institute of Technology 1991 — 1993
S.M., Mechanical Engineering
Massachusetts Institute of Technology 1987 — 1991
S.B., Mechanical Engineering
Richard Dell's Merrill Lynch Experience
Job Merrill Lynch
Industry Banking
Experience
Merrill Lynch
Skills
Wealth Management, Investments, Equities, Portfolio Management, Asset Management, Fixed Income, Series 7, Risk Management, Hedge Funds, Investment Banking, Alternative Investments, Investment Strategies, Asset Allocation, Retirement Planning, Financial Risk, Derivatives, Strategic Financial..., Investment Advisory, Mutual Funds, Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management
Merrill Lynch
Skills
Wealth Management, Investments, Equities, Portfolio Management, Asset Management, Fixed Income, Series 7, Risk Management, Hedge Funds, Investment Banking, Alternative Investments, Investment Strategies, Asset Allocation, Retirement Planning, Financial Risk, Derivatives, Strategic Financial..., Investment Advisory, Mutual Funds, Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management
Ali Hasnain's Merrill Lynch Experience 1999 - 2006
Job Project Manager, EPAP
Industry Wholesale
Experience
Eclipse Regulatory Compliance Specialists March 2011 - Present
Alberta Energy Regulatory (AER, formerly ERCB) May 2008 - February 2011
Agrium Inc. January 2006 - May 2008
Merrill Lynch 1999 - 2006
RBC Dominion Securities 1997 - 1999
Skills
Auditing, Internal Audit, Leadership, Strategic Financial..., Business Process..., Business Analysis, Process Improvement, Sarbanes-Oxley Act, Financial Analysis, Business Process, Energy, Project Management
Education
Institute of Internal Auditors (IIA) 2007 — 2013
Certified Internal Auditor (CIA) and Certified in Risk Management Assurance (CRMA), Audit, Accounting, IT
Information Systems Audit and Control Association 2007 — 2007
Certified Information Systems Auditor (CISA), Key aspects of IT related risks and controls.
McGill University 1992 — 1996
BA, Economics
Eclipse Regulatory Compliance Specialists March 2011 - Present
Alberta Energy Regulatory (AER, formerly ERCB) May 2008 - February 2011
Agrium Inc. January 2006 - May 2008
Merrill Lynch 1999 - 2006
RBC Dominion Securities 1997 - 1999
Skills
Auditing, Internal Audit, Leadership, Strategic Financial..., Business Process..., Business Analysis, Process Improvement, Sarbanes-Oxley Act, Financial Analysis, Business Process, Energy, Project Management
Education
Institute of Internal Auditors (IIA) 2007 — 2013
Certified Internal Auditor (CIA) and Certified in Risk Management Assurance (CRMA), Audit, Accounting, IT
Information Systems Audit and Control Association 2007 — 2007
Certified Information Systems Auditor (CISA), Key aspects of IT related risks and controls.
McGill University 1992 — 1996
BA, Economics
Martin Palchik's Merrill Lynch Experience June 2005 - March 2008
Job Director at Bank of TokyoMitsubishi UFJ, Ltd.
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ, Ltd. August 2011 - Present
JP Morgan March 2008 - March 2011
Merrill Lynch June 2005 - March 2008
Citigroup 1999 - 2001
Skills
Fixed Income, Structured Finance, Latin America, Financial Modeling, Capital Markets, Derivatives, Emerging Markets, Valuation, Structured Products, Investment Banking, Private Equity, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA, Finance, Management
University of Virginia 1995 — 1999
Bank of Tokyo-Mitsubishi UFJ, Ltd. August 2011 - Present
JP Morgan March 2008 - March 2011
Merrill Lynch June 2005 - March 2008
Citigroup 1999 - 2001
Skills
Fixed Income, Structured Finance, Latin America, Financial Modeling, Capital Markets, Derivatives, Emerging Markets, Valuation, Structured Products, Investment Banking, Private Equity, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA, Finance, Management
University of Virginia 1995 — 1999
Nico Koo's Merrill Lynch Experience December 2005 - April 2008
Job Trader at Ionic Capital Management
Industry Financial Services
Experience
Ionic Capital Management June 2008 - Present
Merrill Lynch December 2005 - April 2008
SIG February 1999 - September 2005
Skills
Options, Volatility Arbitrage, Equity Derivatives, Equities, Hedge Funds, Trading, Fixed Income, Financial Modeling, Valuation, Derivatives, Investment Banking, Equity Trading, Series 7, Proprietary Trading, Trading Systems, Electronic Trading, Bloomberg, ETFs, Series 63, Market Making, Capital Markets, Financial Markets, Alternative Investments
Education
Massachusetts Institute of Technology 1992 — 1996
Ionic Capital Management June 2008 - Present
Merrill Lynch December 2005 - April 2008
SIG February 1999 - September 2005
Skills
Options, Volatility Arbitrage, Equity Derivatives, Equities, Hedge Funds, Trading, Fixed Income, Financial Modeling, Valuation, Derivatives, Investment Banking, Equity Trading, Series 7, Proprietary Trading, Trading Systems, Electronic Trading, Bloomberg, ETFs, Series 63, Market Making, Capital Markets, Financial Markets, Alternative Investments
Education
Massachusetts Institute of Technology 1992 — 1996
Sotirios Karanikas's Merrill Lynch Experience June 2008 - August 2008
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2009 - Present
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
CRA International June 2006 - August 2006
Skills
Emerging Markets, Interest Rate..., Interest Rate Swaps, FX trading, Fixed Income, Swaps, Financial Modeling, Foreign Exchange, Rates, Trading, Bloomberg, Currency, Forwards
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science (B.S.), Management Science, Electrical Engineering & Computer Science
Bank of America Merrill Lynch February 2009 - Present
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
CRA International June 2006 - August 2006
Skills
Emerging Markets, Interest Rate..., Interest Rate Swaps, FX trading, Fixed Income, Swaps, Financial Modeling, Foreign Exchange, Rates, Trading, Bloomberg, Currency, Forwards
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science (B.S.), Management Science, Electrical Engineering & Computer Science
Jennifer Urwongse's Merrill Lynch Experience September 2000 - June 2001
Job Senior Manager, Health Economics and Outcomes Research at Covance
Industry Pharmaceuticals
Experience
Covance September 2009 - Present
Health Advances June 2008 - September 2009
JP Morgan Chase September 2004 - July 2006
JP Morgan Chase July 2001 - September 2004
Merrill Lynch September 2000 - June 2001
University of Virginia Medical School September 1998 - July 1999
Skills
Strategy, Financial Modeling, Health Economics, Management Consulting, Competitive Analysis, Venture Capital, Data Analysis, Healthcare, Outcomes Research, Market Research, Analytics, Finance, Mergers & Acquisitions, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of Virginia
Bachelor, Economics, with concentration in Finance
Covance September 2009 - Present
Health Advances June 2008 - September 2009
JP Morgan Chase September 2004 - July 2006
JP Morgan Chase July 2001 - September 2004
Merrill Lynch September 2000 - June 2001
University of Virginia Medical School September 1998 - July 1999
Skills
Strategy, Financial Modeling, Health Economics, Management Consulting, Competitive Analysis, Venture Capital, Data Analysis, Healthcare, Outcomes Research, Market Research, Analytics, Finance, Mergers & Acquisitions, Market Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of Virginia
Bachelor, Economics, with concentration in Finance
Nicole Elkon's Merrill Lynch Experience July 1999 - July 2001
Job Senior Advisor, Director Of Public PrivatePartnerships, ECA, U.S.Department of State
Industry Government Administration
Experience
The Wadsworth Atheneum Museum of Art October 2003 - March 2006
The 9/11 United Services Group January 2002 - January 2003
Merrill Lynch July 1999 - July 2001
The National Security Council, The White House June 1997 - May 1999
The White House April 1995 - May 1997
The U.S. Small Business Administration February 1993 - March 1995
Clinton /Gore Campaign June 1992 - January 1993
Saatchi & Saatchi Advertising March 1991 - August 1991
Skills
Speech Writing, Public Speaking, Microsoft Office, Fundraising, Nonprofits, Entrepreneurship, Public Policy, Social Media, Political Campaigns, Event Management, Event Planning
Education
McGill University 1986 — 1990
Bachelor of Arts (B.A.), Sociology
The Wadsworth Atheneum Museum of Art October 2003 - March 2006
The 9/11 United Services Group January 2002 - January 2003
Merrill Lynch July 1999 - July 2001
The National Security Council, The White House June 1997 - May 1999
The White House April 1995 - May 1997
The U.S. Small Business Administration February 1993 - March 1995
Clinton /Gore Campaign June 1992 - January 1993
Saatchi & Saatchi Advertising March 1991 - August 1991
Skills
Speech Writing, Public Speaking, Microsoft Office, Fundraising, Nonprofits, Entrepreneurship, Public Policy, Social Media, Political Campaigns, Event Management, Event Planning
Education
McGill University 1986 — 1990
Bachelor of Arts (B.A.), Sociology
Doug Silver's Merrill Lynch Experience 1993 - 1995
Job President at Bristol Asset Management
Industry Financial Services
Experience
Bristol Asset Management 2000 - Present
Merrill Lynch 1993 - 1995
Lehman Brothers 1991 - 1993
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1983
S.M. Management, Finance and Accounting
University of Pennsylvania 1975 — 1979
BA, International Relations
Bristol Asset Management 2000 - Present
Merrill Lynch 1993 - 1995
Lehman Brothers 1991 - 1993
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1983
S.M. Management, Finance and Accounting
University of Pennsylvania 1975 — 1979
BA, International Relations
George Ewins Jr.'s Merrill Lynch Experience May 1996 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1996 - Present
Education
McGill University 1989 — 1993
Merrill Lynch May 1996 - Present
Education
McGill University 1989 — 1993
Damon E. Lee's Merrill Lynch Experience 2007 - 2009
Job Corporate Finance & Strategy Advisor to Healthcare Providers
Industry Capital Markets
Experience
Barclays Capital 2010 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 1999 - 2007
Merrill Lynch 1997 - 1999
Skills
Product Marketing, New Business Development, Developing Client..., Product Development, Global Business..., Team Building, Interest Rate..., Credit Derivatives, Structured Products, Healthcare Finance, Asset-Liability..., Municipal Bonds, Capital Markets, Investment Banking, Derivatives, Healthcare, ALM, Securities, Bonds, Fixed Income
Education
Princeton University 1993 — 1997
A.B.
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2003
Barclays Capital 2010 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 1999 - 2007
Merrill Lynch 1997 - 1999
Skills
Product Marketing, New Business Development, Developing Client..., Product Development, Global Business..., Team Building, Interest Rate..., Credit Derivatives, Structured Products, Healthcare Finance, Asset-Liability..., Municipal Bonds, Capital Markets, Investment Banking, Derivatives, Healthcare, ALM, Securities, Bonds, Fixed Income
Education
Princeton University 1993 — 1997
A.B.
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2003
Rose Registre's Merrill Lynch Experience March 2011 - December 2012
Job Vice President Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
J. P. Morgan Securities LLC. December 2012 - November 2013
Merrill Lynch March 2011 - December 2012
Potomac Investments, Inc August 2010 - May 2011
Verizon June 2006 - October 2010
Verizon Information Services 2002 - June 2006
Skadden Arps August 1999 - March 2001
Skills
Mergers & Acquisitions, Investments, Corporate Finance, Strategic Financial..., Legal Writing, Negotiation, Commercial Litigation, Program Management, Leadership, Mergers, Intellectual Property, Strategy, Management Consulting, Corporate Law, Legal Research, Corporate Governance, Process Improvement, Purchasing, Real Estate, Licensing, Public Speaking, Non-profits, Legal Assistance, Financial Analysis, Sourcing, Succession Planning
Education
Hofstra University School of Law 1995 — 1998
JD, Law
University of Rochester 1989 — 1993
BA, Political Science
JPMorgan Chase November 2013 - Present
J. P. Morgan Securities LLC. December 2012 - November 2013
Merrill Lynch March 2011 - December 2012
Potomac Investments, Inc August 2010 - May 2011
Verizon June 2006 - October 2010
Verizon Information Services 2002 - June 2006
Skadden Arps August 1999 - March 2001
Skills
Mergers & Acquisitions, Investments, Corporate Finance, Strategic Financial..., Legal Writing, Negotiation, Commercial Litigation, Program Management, Leadership, Mergers, Intellectual Property, Strategy, Management Consulting, Corporate Law, Legal Research, Corporate Governance, Process Improvement, Purchasing, Real Estate, Licensing, Public Speaking, Non-profits, Legal Assistance, Financial Analysis, Sourcing, Succession Planning
Education
Hofstra University School of Law 1995 — 1998
JD, Law
University of Rochester 1989 — 1993
BA, Political Science
alec walsh's Merrill Lynch Experience January 1982 - September 1987
Job Portfolio Manager at Harding Loevner LLC
Industry Investment Management
Experience
Harding Loevner LLC May 1994 - Present
Paine Webber October 1987 - May 1994
Merrill Lynch January 1982 - September 1987
Education
McGill University 1975 — 1978
BA, North American Studies
Harding Loevner LLC May 1994 - Present
Paine Webber October 1987 - May 1994
Merrill Lynch January 1982 - September 1987
Education
McGill University 1975 — 1978
BA, North American Studies
Simon Chen's Merrill Lynch Experience August 2009 - December 2009
Job Master of Finance Candidate at MIT Sloan School of Management
Industry Capital Markets
Experience
TD Securities April 2010 - December 2011
Merrill Lynch August 2009 - December 2009
Susquehanna International Group January 2009 - November 2009
Skills
Financial Modeling, Trading, Fixed Income, Derivatives, Options, Bloomberg, Equities
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance
University of Waterloo 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Systems Design Engineering
University of Toronto Schools 2002 — 2008
TD Securities April 2010 - December 2011
Merrill Lynch August 2009 - December 2009
Susquehanna International Group January 2009 - November 2009
Skills
Financial Modeling, Trading, Fixed Income, Derivatives, Options, Bloomberg, Equities
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance
University of Waterloo 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Systems Design Engineering
University of Toronto Schools 2002 — 2008
Theresa Cho-Bergeron's Merrill Lynch Experience June 1989 - June 1991
Job Corporate Service Council Planner at Points of Light
Industry Financial Services
Experience
Points of Light March 2013 - Present
St. Andrews Lighthouse / Gabriel House of Care January 2010 - June 2011
Families and Work Institute March 2005 - January 2009
Morgan Stanley Capital International March 2000 - October 2003
Citi July 1997 - March 2000
Exchange Partners, LLC. March 1996 - July 1997
Booz Allen Hamilton June 1993 - February 1996
Merrill Lynch June 1989 - June 1991
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
SM (MBA Equivalent), Business
Massachusetts Institute of Technology 1985 — 1989
BS, Economics
Points of Light March 2013 - Present
St. Andrews Lighthouse / Gabriel House of Care January 2010 - June 2011
Families and Work Institute March 2005 - January 2009
Morgan Stanley Capital International March 2000 - October 2003
Citi July 1997 - March 2000
Exchange Partners, LLC. March 1996 - July 1997
Booz Allen Hamilton June 1993 - February 1996
Merrill Lynch June 1989 - June 1991
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
SM (MBA Equivalent), Business
Massachusetts Institute of Technology 1985 — 1989
BS, Economics
Stacey Mouadeb's Merrill Lynch Experience September 2007 - March 2009
Job Vice President at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. June 2014 - Present
Mizuho Securities USA Inc. May 2011 - June 2014
Bank of America Merrill Lynch June 2009 - May 2011
Merrill Lynch September 2007 - March 2009
Merrill Lynch May 2006 - August 2006
Bombardier January 2003 - June 2005
Bombardier December 2001 - January 2003
CIBC World Markets August 1999 - March 2001
McKinsey & Company May 1998 - July 1998
Skills
Capital Markets, Credit, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Marketing
McGill University 1996 — 1999
Bachelor of Commerce, Finance, International Business
Mizuho Securities USA Inc. June 2014 - Present
Mizuho Securities USA Inc. May 2011 - June 2014
Bank of America Merrill Lynch June 2009 - May 2011
Merrill Lynch September 2007 - March 2009
Merrill Lynch May 2006 - August 2006
Bombardier January 2003 - June 2005
Bombardier December 2001 - January 2003
CIBC World Markets August 1999 - March 2001
McKinsey & Company May 1998 - July 1998
Skills
Capital Markets, Credit, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Marketing
McGill University 1996 — 1999
Bachelor of Commerce, Finance, International Business
David Barrett's Merrill Lynch Experience 2004 - 2008
Job Managing Director
Industry Financial Services
Experience
Gotham Asset Management, LLC November 2012 - December 2014
Morgan Stanley 2008 - August 2012
Merrill Lynch 2004 - 2008
Morgan Stanley 1986 - 2004
Skills
Equities, Management, Hedge Funds, Valuation, Securities, Alternative Investments, Investor Relations, Private Equity, Investment Management, Fund Of Funds, Bloomberg, Wealth Management, Mutual Funds, Equity Research, Institutional..., Corporate Development, Structured Products, Emerging Markets, Due Diligence, Financial Services, Capital, Trading, Prime Brokerage, Financial Modeling, Series 63, Investment Advisory, Business Development
Education
Hofstra University School of Law 1981 — 1983
JD
Washington University in St. Louis 1977 — 1981
BA, History, Political Science
Gotham Asset Management, LLC November 2012 - December 2014
Morgan Stanley 2008 - August 2012
Merrill Lynch 2004 - 2008
Morgan Stanley 1986 - 2004
Skills
Equities, Management, Hedge Funds, Valuation, Securities, Alternative Investments, Investor Relations, Private Equity, Investment Management, Fund Of Funds, Bloomberg, Wealth Management, Mutual Funds, Equity Research, Institutional..., Corporate Development, Structured Products, Emerging Markets, Due Diligence, Financial Services, Capital, Trading, Prime Brokerage, Financial Modeling, Series 63, Investment Advisory, Business Development
Education
Hofstra University School of Law 1981 — 1983
JD
Washington University in St. Louis 1977 — 1981
BA, History, Political Science
Donna Tamburelli's Merrill Lynch Experience September 2008 - February 2009
Job Executive Assistant at ANB Bank
Industry Financial Services
Experience
ANB Bank March 2015 - Present
Tamburelli Enterprises Inc. June 2010 - Present
Frontier Airlines May 2013 - March 2015
Merrill Lynch September 2008 - February 2009
MassMutual Financial Group April 2007 - April 2008
Merrill Lynch March 2004 - April 2007
Merrill Lynch June 2002 - March 2004
Merrill Lynch October 2001 - June 2002
Merrill Lynch March 1999 - October 2001
Merrill Lynch March 1997 - March 1999
Skills
Certified Financial..., Retirement Planning, Sales, Financial Advisory, Series 7, CRM, Mutual Funds, Retirement, Asset Allocation, Wealth Management, Series 63, Asset Management, Financial Services, Management, 401k, Finance, Investments
Education
McDaniel College 1977 — 1981
BA, Industrial and Governmental Organizations
ANB Bank March 2015 - Present
Tamburelli Enterprises Inc. June 2010 - Present
Frontier Airlines May 2013 - March 2015
Merrill Lynch September 2008 - February 2009
MassMutual Financial Group April 2007 - April 2008
Merrill Lynch March 2004 - April 2007
Merrill Lynch June 2002 - March 2004
Merrill Lynch October 2001 - June 2002
Merrill Lynch March 1999 - October 2001
Merrill Lynch March 1997 - March 1999
Skills
Certified Financial..., Retirement Planning, Sales, Financial Advisory, Series 7, CRM, Mutual Funds, Retirement, Asset Allocation, Wealth Management, Series 63, Asset Management, Financial Services, Management, 401k, Finance, Investments
Education
McDaniel College 1977 — 1981
BA, Industrial and Governmental Organizations
Victoria Brancoveanu's Merrill Lynch Experience August 2007 - October 2008
Job Attorney at Callagy Law
Industry Law Practice
Experience
Callagy Law April 2014 - October 2014
Norton, Sheehy & Higgins, P.C. August 2010 - March 2014
Law Office of Mark Yampaglia, P.C. October 2009 - July 2010
MetLife October 2008 - May 2009
Merrill Lynch August 2007 - October 2008
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Arbitration, Courts, Personal Injury
Education
Hofstra University School of Law 2002 — 2005
J.D.
New York University 1998 — 2002
B.A., Politics
Callagy Law April 2014 - October 2014
Norton, Sheehy & Higgins, P.C. August 2010 - March 2014
Law Office of Mark Yampaglia, P.C. October 2009 - July 2010
MetLife October 2008 - May 2009
Merrill Lynch August 2007 - October 2008
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Arbitration, Courts, Personal Injury
Education
Hofstra University School of Law 2002 — 2005
J.D.
New York University 1998 — 2002
B.A., Politics
Claude Kavanagh's Merrill Lynch Experience August 2008 - Present
Job Independent Research Manager
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch August 2008 - Present
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor, Law
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch August 2008 - Present
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor, Law
phyllis safer's Merrill Lynch Experience February 1992 - March 2009
Job Traveling
Industry Legal Services
Experience
self employed March 2014 - Present
Port Authority of New York and New Jersey November 2009 - March 2014
Port Authority of NY & NJ November 2009 - March 2014
Merrill Lynch February 1992 - March 2009
Skills
Contract Negotiation, Mergers & Acquisitions, Real Estate, Real Estate Transactions, Legal Writing, Corporate Real Estate, Negotiation, Leases, Finance, Brokerage, Disposition, Project Planning
Education
Maurice A. Deane School of Law at Hofstra University
JD, Law
self employed March 2014 - Present
Port Authority of New York and New Jersey November 2009 - March 2014
Port Authority of NY & NJ November 2009 - March 2014
Merrill Lynch February 1992 - March 2009
Skills
Contract Negotiation, Mergers & Acquisitions, Real Estate, Real Estate Transactions, Legal Writing, Corporate Real Estate, Negotiation, Leases, Finance, Brokerage, Disposition, Project Planning
Education
Maurice A. Deane School of Law at Hofstra University
JD, Law
Craig Hammond's Merrill Lynch Experience September 2007 - December 2008
Job Audit Director at Bank of America Global Wealth & Investment Management
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch September 2007 - December 2008
NYSE Euronext August 2006 - September 2007
NYSE Regulation December 1997 - August 2006
Bronx County District Attorney Office August 1993 - August 1997
Skills
AML, Operational Risk, Securities, Capital Markets, Corporate Governance, Financial Risk, Risk Management, Enterprise Risk..., Securities Regulation, Fraud, Operational Risk..., Financial Regulation, Equities, Due Diligence, Banking
Education
Hofstra University School of Law 1990 — 1993
JD
New York University 1986 — 1990
BS, Political Science/Economics
Bank of America January 2009 - Present
Merrill Lynch September 2007 - December 2008
NYSE Euronext August 2006 - September 2007
NYSE Regulation December 1997 - August 2006
Bronx County District Attorney Office August 1993 - August 1997
Skills
AML, Operational Risk, Securities, Capital Markets, Corporate Governance, Financial Risk, Risk Management, Enterprise Risk..., Securities Regulation, Fraud, Operational Risk..., Financial Regulation, Equities, Due Diligence, Banking
Education
Hofstra University School of Law 1990 — 1993
JD
New York University 1986 — 1990
BS, Political Science/Economics
Nicholas Manganaro's Merrill Lynch Experience 1993 - 1995
Job Actively Seeking a Senior Quantitative Financial Position
Industry Investment Management
Experience
BlackRock August 2011 - April 2013
MacKay Shields July 2009 - July 2011
Mariner Investment Group October 2007 - July 2009
BlackRock October 2006 - July 2007
Merrill Lynch Investment Managers 2001 - October 2006
Merrill Lynch Investment Managers 2000 - 2001
Merrill Lynch Investment Managers 1998 - 2001
Oliver Wyman 1995 - 1998
Merrill Lynch 1993 - 1995
Glenmede 1991 - 1993
Skills
Fixed Income, Interest Rate..., Credit Risk, Interest Rate Risk..., Portfolio Management, Asset Management, Relative Value, Hedge Funds, Structured Products, Capital Adequacy, Derivatives, Asset Allocation, Hedging, Performance Attribution, Financial Risk, Investments, Mutual Funds, Bonds, Risk Management, Structured Finance, Quantitative Analytics, Alternative Investments, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, Finance
Reed College 1974 — 1979
A.B., Mathematics
The Episcopal Academy 1960 — 1974
NA, Mathematics, Religion, & the Classics
BlackRock August 2011 - April 2013
MacKay Shields July 2009 - July 2011
Mariner Investment Group October 2007 - July 2009
BlackRock October 2006 - July 2007
Merrill Lynch Investment Managers 2001 - October 2006
Merrill Lynch Investment Managers 2000 - 2001
Merrill Lynch Investment Managers 1998 - 2001
Oliver Wyman 1995 - 1998
Merrill Lynch 1993 - 1995
Glenmede 1991 - 1993
Skills
Fixed Income, Interest Rate..., Credit Risk, Interest Rate Risk..., Portfolio Management, Asset Management, Relative Value, Hedge Funds, Structured Products, Capital Adequacy, Derivatives, Asset Allocation, Hedging, Performance Attribution, Financial Risk, Investments, Mutual Funds, Bonds, Risk Management, Structured Finance, Quantitative Analytics, Alternative Investments, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
SM, Finance
Reed College 1974 — 1979
A.B., Mathematics
The Episcopal Academy 1960 — 1974
NA, Mathematics, Religion, & the Classics
Robert McMaster's Merrill Lynch Experience September 2007 - December 2007
Job Investment Banking Associate at Citi
Industry Capital Markets
Experience
Citi August 2013 - August 2015
Citi August 2010 - August 2013
Barclays Capital June 2009 - August 2010
Lehman Brothers July 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
University at Albany, SUNY 2005 — 2009
BA, Financial Analysis
Citi August 2013 - August 2015
Citi August 2010 - August 2013
Barclays Capital June 2009 - August 2010
Lehman Brothers July 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
University at Albany, SUNY 2005 — 2009
BA, Financial Analysis
Jerome Weiss's Merrill Lynch Experience 1995 - 2003
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2012 - Present
JW Advisors, Inc. September 2010 - Present
Morgan Stanley December 2008 - December 2010
BBVA Securities 2005 - 2008
Various 2003 - 2005
Merrill Lynch 1995 - 2003
Andersen Consulting 1987 - 1993
Skills
Portfolio Management, Fixed Income, Equities, Capital Markets, Hedge Funds, Business Analysis, Strategy, Derivatives
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MBA, Financial Engineering
Rutgers University-New Brunswick 1982 — 1987
BS, Computer Science
JPMorgan Chase & Co. October 2012 - Present
JW Advisors, Inc. September 2010 - Present
Morgan Stanley December 2008 - December 2010
BBVA Securities 2005 - 2008
Various 2003 - 2005
Merrill Lynch 1995 - 2003
Andersen Consulting 1987 - 1993
Skills
Portfolio Management, Fixed Income, Equities, Capital Markets, Hedge Funds, Business Analysis, Strategy, Derivatives
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MBA, Financial Engineering
Rutgers University-New Brunswick 1982 — 1987
BS, Computer Science
Matthew Sonder, CFA's Merrill Lynch Experience May 2000 - September 2008
Job Senior Vice President, Private Wealth Advisor, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley PWM June 2015 - Present
Robert W. Baird September 2008 - June 2015
Merrill Lynch May 2000 - September 2008
Bethlehem Steel Pension Trust January 1998 - May 2000
Merrill Lynch June 1992 - January 1998
Skills
Wealth Management, Series 7, Investments, Series 63, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Alternative Investments, Financial Modeling, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
McGill University 1988 — 1992
Bachelor of Commerce (B.Com.), Management Information Systems, General
University of Tulsa 1998 — 1998
Certificate, Petroleum Geology
Harriton High School
Morgan Stanley PWM June 2015 - Present
Robert W. Baird September 2008 - June 2015
Merrill Lynch May 2000 - September 2008
Bethlehem Steel Pension Trust January 1998 - May 2000
Merrill Lynch June 1992 - January 1998
Skills
Wealth Management, Series 7, Investments, Series 63, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Alternative Investments, Financial Modeling, Capital Markets
Education
NYU Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
McGill University 1988 — 1992
Bachelor of Commerce (B.Com.), Management Information Systems, General
University of Tulsa 1998 — 1998
Certificate, Petroleum Geology
Harriton High School
Ron Wexler's Merrill Lynch Experience 2001 - 2006
Job Macro Analyst at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group February 2006 - Present
Merrill Lynch 2001 - 2006
Education
McGill University 1997 — 1999
Masters, Economics
Citadel Investment Group February 2006 - Present
Merrill Lynch 2001 - 2006
Education
McGill University 1997 — 1999
Masters, Economics
Allen Sheals's Merrill Lynch Experience November 2005 - May 2007
Job Banking, Finance and Alternative Assets
Industry Banking
Experience
Inclusive Realty Advisors LLC October 2012 - November 2014
Credit Agricole CIB February 2010 - September 2011
UBS Investment Bank May 2007 - February 2009
Merrill Lynch November 2005 - May 2007
Citi May 2001 - November 2005
Swiss Bank/UBS Warburg April 1997 - March 2001
Gifford Fong Associates June 1996 - April 1997
Greenwich Capital Markets/FMAC March 1991 - August 1994
Skills
Derivatives, Financial Structuring, Commodity, Structured Finance, Financial Modeling, Equities, Financial Risk, Fixed Income, Real Estate Financing, Structured Products, Investment Banking, Commercial Real Estate, Swaps, Risk Analytics, Asset Management, Risk Management, Portfolio Management, FX Options, Energy, Global Client Management, Treasury, Project Finance
Education
MIT Sloan School of Management 1994 — 1996
MBA, Financial Engineering, 3.5/4.0
University of California, Los Angeles 1986 — 1991
Bachelor of Science, Mathematics and Economics, 3.1/4.0
Inclusive Realty Advisors LLC October 2012 - November 2014
Credit Agricole CIB February 2010 - September 2011
UBS Investment Bank May 2007 - February 2009
Merrill Lynch November 2005 - May 2007
Citi May 2001 - November 2005
Swiss Bank/UBS Warburg April 1997 - March 2001
Gifford Fong Associates June 1996 - April 1997
Greenwich Capital Markets/FMAC March 1991 - August 1994
Skills
Derivatives, Financial Structuring, Commodity, Structured Finance, Financial Modeling, Equities, Financial Risk, Fixed Income, Real Estate Financing, Structured Products, Investment Banking, Commercial Real Estate, Swaps, Risk Analytics, Asset Management, Risk Management, Portfolio Management, FX Options, Energy, Global Client Management, Treasury, Project Finance
Education
MIT Sloan School of Management 1994 — 1996
MBA, Financial Engineering, 3.5/4.0
University of California, Los Angeles 1986 — 1991
Bachelor of Science, Mathematics and Economics, 3.1/4.0
Jonathan Weisleder's Merrill Lynch Experience 2010 - 2010
Job Successful General Management, Finance and Business Development Executive with wide Strategic Consulting Experience
Industry Management Consulting
Experience
SGF Global April 2013 - March 2015
Burger King Corporation June 2012 - March 2013
Burger King Corporation July 2011 - June 2012
MIT Sloan School of Management 2011 - 2011
Merrill Lynch 2010 - 2010
LatinLists 2009 - 2009
Advantis Consultoria Gerencial January 2007 - April 2008
GigaSpaces July 2005 - September 2005
Skills
Financial Modeling, Strategic Planning, M&A experience, Negotiation, Corporate Finance, Business Development, Mergers, Strategy, Management Consulting, Strategic Financial..., Information Technology, Mergers & Acquisitions, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Consulting, Cross-functional Team..., Management, Start-ups, Executive Management, Entrepreneurship, Finance, Leadership, Financial Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Master of Business Administration (MBA), fin
Universidad Metropolitana (VE) 2001 — 2006
BS - Valedictorian (1st out of 217), Systems Engineering with a minor in Business Administration, 5.0/5.0
Moral y Luces Herzl Bialik
Bachelor of Science (BS)
SGF Global April 2013 - March 2015
Burger King Corporation June 2012 - March 2013
Burger King Corporation July 2011 - June 2012
MIT Sloan School of Management 2011 - 2011
Merrill Lynch 2010 - 2010
LatinLists 2009 - 2009
Advantis Consultoria Gerencial January 2007 - April 2008
GigaSpaces July 2005 - September 2005
Skills
Financial Modeling, Strategic Planning, M&A experience, Negotiation, Corporate Finance, Business Development, Mergers, Strategy, Management Consulting, Strategic Financial..., Information Technology, Mergers & Acquisitions, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Consulting, Cross-functional Team..., Management, Start-ups, Executive Management, Entrepreneurship, Finance, Leadership, Financial Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Master of Business Administration (MBA), fin
Universidad Metropolitana (VE) 2001 — 2006
BS - Valedictorian (1st out of 217), Systems Engineering with a minor in Business Administration, 5.0/5.0
Moral y Luces Herzl Bialik
Bachelor of Science (BS)
Sonny Donchek's Merrill Lynch Experience January 1998 - July 2004
Job Managing Director at Trenova Solutions
Industry Financial Services
Experience
Trenova Solutions July 2013 - Present
Axiom EPM March 2011 - June 2013
Capital One July 2008 - March 2011
Business Objects / SAP July 2006 - July 2008
Murex July 2004 - July 2006
Merrill Lynch January 1998 - July 2004
Computerized Documentation Services January 1996 - January 1998
Skills
Analysis, Financial Modeling, Analytics, Management, Process Improvement, Project Management, Forecasting, Budgets, Cross-functional Team..., Finance, Leadership, Project Planning, Management Consulting, Business Analysis, Business Strategy, Financial Reporting, Business Intelligence, Financial Analysis, Managerial Finance, Consulting, Business Development, Team Management, Internal Controls, SQL, CRM, Strategic Planning, Data Management, Strategy
Education
Massachusetts Institute of Technology 1992 — 1996
Bachelor of Science (BS), Math with Computer Science
VSNHS
Trenova Solutions July 2013 - Present
Axiom EPM March 2011 - June 2013
Capital One July 2008 - March 2011
Business Objects / SAP July 2006 - July 2008
Murex July 2004 - July 2006
Merrill Lynch January 1998 - July 2004
Computerized Documentation Services January 1996 - January 1998
Skills
Analysis, Financial Modeling, Analytics, Management, Process Improvement, Project Management, Forecasting, Budgets, Cross-functional Team..., Finance, Leadership, Project Planning, Management Consulting, Business Analysis, Business Strategy, Financial Reporting, Business Intelligence, Financial Analysis, Managerial Finance, Consulting, Business Development, Team Management, Internal Controls, SQL, CRM, Strategic Planning, Data Management, Strategy
Education
Massachusetts Institute of Technology 1992 — 1996
Bachelor of Science (BS), Math with Computer Science
VSNHS
Andy Condurache's Merrill Lynch Experience August 2011 - July 2012
Job Director of Exams & Publications at PRMIA Professional Risk Managers' International Association
Industry Financial Services
Experience
PRMIA - Professional Risk Managers' International Association September 2012 - Present
Merrill Lynch August 2011 - July 2012
Education
McDaniel College 2007 — 2011
B.A.
PRMIA - Professional Risk Managers' International Association September 2012 - Present
Merrill Lynch August 2011 - July 2012
Education
McDaniel College 2007 — 2011
B.A.
Si Chen's Merrill Lynch Experience September 2009 - March 2011
Job Interest Rate Derivatives Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley April 2012 - August 2013
Merrill Lynch September 2009 - March 2011
Skills
Financial Modeling, Fixed Income, Derivatives, Valuation, Data Analysis, VBA, Matlab, Bloomberg, Microsoft Excel, Java, Financial Analysis, C++, Quantitative Analytics, Quantitative Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master's, Financial Engineering
Massachusetts Institute of Technology 2008 — 2009
Master's, Computation for Design & Optimization
National University of Singapore 2004 — 2008
Bachelor's degree, Industrial Engineering, First Class
Morgan Stanley September 2013 - Present
Morgan Stanley April 2012 - August 2013
Merrill Lynch September 2009 - March 2011
Skills
Financial Modeling, Fixed Income, Derivatives, Valuation, Data Analysis, VBA, Matlab, Bloomberg, Microsoft Excel, Java, Financial Analysis, C++, Quantitative Analytics, Quantitative Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master's, Financial Engineering
Massachusetts Institute of Technology 2008 — 2009
Master's, Computation for Design & Optimization
National University of Singapore 2004 — 2008
Bachelor's degree, Industrial Engineering, First Class
Heather-Doreen Gray's Merrill Lynch Experience June 1981 - February 1997
Job Owner, Camdyl Enr.
Industry Financial Services
Experience
Camdyl Enr. June 2008 - Present
Kiddie Korner February 1998 - March 2008
Merrill Lynch June 1981 - February 1997
Skills
Customer Service, Microsoft Excel, Banking, Financial Analysis, Microsoft Office
Education
Champlain Regional College
Business Administration DEC
McGill University
Bachelor of Commerce (B.Com.)
Camdyl Enr. June 2008 - Present
Kiddie Korner February 1998 - March 2008
Merrill Lynch June 1981 - February 1997
Skills
Customer Service, Microsoft Excel, Banking, Financial Analysis, Microsoft Office
Education
Champlain Regional College
Business Administration DEC
McGill University
Bachelor of Commerce (B.Com.)
Katherine Ochs's Merrill Lynch Experience February 2008 - September 2009
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America September 2009 - Present
Merrill Lynch February 2008 - September 2009
Merrill Lynch December 2003 - February 2008
Education
McGill University 1998 — 2002
Bachelor of Commerce (B.Com.), Finance & International Business
Bank of America September 2009 - Present
Merrill Lynch February 2008 - September 2009
Merrill Lynch December 2003 - February 2008
Education
McGill University 1998 — 2002
Bachelor of Commerce (B.Com.), Finance & International Business
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank