Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Elizabeth Wamai Elizabeth Wamai's Merrill Lynch Experience June 2004 - June 2009
Job Head of Global Recruiting/Talent Acquisition
Industry Information Technology and Services
Experience
Bloomberg July 2009 - Present
Merrill Lynch June 2004 - June 2009
Credit Suisse July 2002 - June 2004
Goldman Sachs October 1999 - June 2002
The New York Times April 1997 - August 1999
Skills
Labor Relations, International Project..., HR Strategy, Policies..., Recruiting, Strategy, Talent Acquisition, Talent Management, Policy, Human Resources, Leadership, Team Building, Change Management, College Recruiting, Sourcing, Onboarding, Applicant Tracking..., Management, Executive Search, Interviews, Temporary Placement, Program Management, Employee Engagement, Succession Planning, Performance Management, CRM
Education
Baruch College 1997 — 1998
MBA, General Management/ Human Resources
Moi University 1990 — 1994
Bachelor of Education, English and Literature
Bloomberg July 2009 - Present
Merrill Lynch June 2004 - June 2009
Credit Suisse July 2002 - June 2004
Goldman Sachs October 1999 - June 2002
The New York Times April 1997 - August 1999
Skills
Labor Relations, International Project..., HR Strategy, Policies..., Recruiting, Strategy, Talent Acquisition, Talent Management, Policy, Human Resources, Leadership, Team Building, Change Management, College Recruiting, Sourcing, Onboarding, Applicant Tracking..., Management, Executive Search, Interviews, Temporary Placement, Program Management, Employee Engagement, Succession Planning, Performance Management, CRM
Education
Baruch College 1997 — 1998
MBA, General Management/ Human Resources
Moi University 1990 — 1994
Bachelor of Education, English and Literature
Amanda Forbes's Merrill Lynch Experience 2007 - 2007
Job Aspiring Health Law Attorney Barry University Dwayne O. Andreas School of Law, Juris Doctor Candidate
Industry
Experience
Southern Adventist University January 2014 - April 2014
Southern Adventist University August 2012 - January 2014
Adventist University of Health Sciences August 2010 - July 2012
Southern Union of Seventh Day Adventists 2009 - 2009
Forest Lake Academy Library 2006 - 2008
Adventist University of Health Sciences 2007 - 2007
Merrill Lynch 2007 - 2007
Skills
Microsoft Office, Data Entry, Research, PowerPoint, Editing, Social Networking, Social Media, Customer Service, Library Science, Cashiering, Grading, Books, Community Outreach
Education
Barry University - Dwayne O. Andreas School of Law 2015 — 2017
Doctor of Law (J.D.)
Southern Adventist University 2012 — 2014
Bachelor's Degree, Major: History and Political Studies, Minor: Political Economy
Adventist University of Health Sciences 2010 — 2014
Associate's Degree, Science
Southern Adventist University January 2014 - April 2014
Southern Adventist University August 2012 - January 2014
Adventist University of Health Sciences August 2010 - July 2012
Southern Union of Seventh Day Adventists 2009 - 2009
Forest Lake Academy Library 2006 - 2008
Adventist University of Health Sciences 2007 - 2007
Merrill Lynch 2007 - 2007
Skills
Microsoft Office, Data Entry, Research, PowerPoint, Editing, Social Networking, Social Media, Customer Service, Library Science, Cashiering, Grading, Books, Community Outreach
Education
Barry University - Dwayne O. Andreas School of Law 2015 — 2017
Doctor of Law (J.D.)
Southern Adventist University 2012 — 2014
Bachelor's Degree, Major: History and Political Studies, Minor: Political Economy
Adventist University of Health Sciences 2010 — 2014
Associate's Degree, Science
Francesca Mabon Francesca Mabon's Merrill Lynch Experience 2005 - 2007
Job Business Development Consultant at Northwest Psychiatry and Wellness Center
Industry Financial Services
Experience
Northwest Psychiatry and Wellness Center August 2015 - Present
Kutscher Rhodes & Benner, Inc. October 2014 - Present
Out & Equal Workplace Advocates November 2013 - October 2014
Waddell & Reed October 2013 - September 2014
Leading Retirement Solutions November 2013 - February 2014
MLTC September 2007 - October 2013
Merrill Lynch 2005 - 2007
Streambox, Inc. 2004 - 2005
PwC 2002 - 2004
Quellos Group, LLC 2001 - 2002
Skills
Investments, Leadership, Estate Planning, Portfolio Management, Financial Services, Management, Strategy, Wealth Management, Finance, Nonprofits, Financial Analysis, Asset Management, Fundraising, Marketing, Relationship Management, Asset Managment, Trust Services, Strategic Planning, Project Management, Training, Retirement Planning, High Net Worth..., Series 7, Non-profits, Microsoft Excel, Philanthropy, New Business Development, Accounting, Social Media, Event Management, Marketing Strategy
Education
AIB Personal Trust Diploma 2011 — 2012
Building Trust Expertise
Barnard College 1991 — 1995
Liberal Arts
Chapin School 1979 — 1991
High School
Northwest Psychiatry and Wellness Center August 2015 - Present
Kutscher Rhodes & Benner, Inc. October 2014 - Present
Out & Equal Workplace Advocates November 2013 - October 2014
Waddell & Reed October 2013 - September 2014
Leading Retirement Solutions November 2013 - February 2014
MLTC September 2007 - October 2013
Merrill Lynch 2005 - 2007
Streambox, Inc. 2004 - 2005
PwC 2002 - 2004
Quellos Group, LLC 2001 - 2002
Skills
Investments, Leadership, Estate Planning, Portfolio Management, Financial Services, Management, Strategy, Wealth Management, Finance, Nonprofits, Financial Analysis, Asset Management, Fundraising, Marketing, Relationship Management, Asset Managment, Trust Services, Strategic Planning, Project Management, Training, Retirement Planning, High Net Worth..., Series 7, Non-profits, Microsoft Excel, Philanthropy, New Business Development, Accounting, Social Media, Event Management, Marketing Strategy
Education
AIB Personal Trust Diploma 2011 — 2012
Building Trust Expertise
Barnard College 1991 — 1995
Liberal Arts
Chapin School 1979 — 1991
High School
Hannah Rosenwein Hannah Rosenwein's Merrill Lynch Experience May 2013 - July 2013
Job EM Corporate Credit Strategy at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Barnard Alumnae Affairs January 2012 - May 2013
National Jewish Council for Disablities June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Event Planning, Windows, Editing, Facebook, English, Teamwork, Teaching, Java, Nonprofits, Fundraising, Outlook, Community Outreach
Education
Barnard College 2011 — 2015
Rae Kushner Yeshiva High School 2007 — 2011
High School Diploma
Citi August 2015 - Present
Citi June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Barnard Alumnae Affairs January 2012 - May 2013
National Jewish Council for Disablities June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Event Planning, Windows, Editing, Facebook, English, Teamwork, Teaching, Java, Nonprofits, Fundraising, Outlook, Community Outreach
Education
Barnard College 2011 — 2015
Rae Kushner Yeshiva High School 2007 — 2011
High School Diploma
John Canque John Canque's Merrill Lynch Experience June 2009 - December 2009
Job Internal Wholesaler at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - December 2012
Wells Fargo Advisors, LLC October 2011 - October 2012
Blackmoon Funds January 2010 - July 2010
Merrill Lynch June 2009 - December 2009
Isakov Planning Group May 2009 - June 2009
E1 Asset Management May 2008 - August 2008
Skills
Portfolio Management, Insurance, Corporate Finance, Options, Wealth Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance, Psychology
New York Life Insurance Company October 2012 - December 2012
Wells Fargo Advisors, LLC October 2011 - October 2012
Blackmoon Funds January 2010 - July 2010
Merrill Lynch June 2009 - December 2009
Isakov Planning Group May 2009 - June 2009
E1 Asset Management May 2008 - August 2008
Skills
Portfolio Management, Insurance, Corporate Finance, Options, Wealth Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance, Psychology
Michael Mitchell, MBA Michael Mitchell, MBA's Merrill Lynch Experience January 2005 - May 2005
Job Pricing Analyst
Industry Financial Services
Experience
Wolters Kluwer September 2011 - Present
Morgan Stanley Smith Barney December 2010 - July 2011
Bowne & Co., Inc September 2005 - May 2008
City University of New York (CUNY, BMCC) September 2003 - September 2005
Merrill Lynch January 2005 - May 2005
Skills
Management, Bloomberg, Analysis, Strategy, Finance, Pricing, Marketing, Financial Analysis, Portfolio Management, Business Analysis, Risk Management, Financial Services, Networking, Financial Reporting, Data Analysis, Microsoft Excel, Forecasting, Process Improvement, Analytics, Competitive Analysis, Microsoft Office
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
MBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2005
Wolters Kluwer September 2011 - Present
Morgan Stanley Smith Barney December 2010 - July 2011
Bowne & Co., Inc September 2005 - May 2008
City University of New York (CUNY, BMCC) September 2003 - September 2005
Merrill Lynch January 2005 - May 2005
Skills
Management, Bloomberg, Analysis, Strategy, Finance, Pricing, Marketing, Financial Analysis, Portfolio Management, Business Analysis, Risk Management, Financial Services, Networking, Financial Reporting, Data Analysis, Microsoft Excel, Forecasting, Process Improvement, Analytics, Competitive Analysis, Microsoft Office
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2010
MBA, Finance
Baruch College, City University of New York (CUNY) 2003 — 2005
Harrison Ketek Harrison Ketek's Merrill Lynch Experience September 2013 - November 2013
Job Management Consulting – Banking at Accenture
Industry Management Consulting
Experience
Accenture September 2015 - Present
Protiviti February 2015 - September 2015
Capco February 2014 - December 2014
Morgan Stanley January 2014 - February 2014
AgencyRx November 2013 - January 2014
Wall Street Oasis July 2012 - January 2014
Merrill Lynch September 2013 - November 2013
Financial Buzz Media July 2013 - September 2013
Morgan Stanley February 2013 - August 2013
Nova Capital Global Markets, LLC July 2012 - February 2013
Skills
Project Management, Analytical Skills, Leadership, Consulting, Business Strategy, Social Skills, Wealth Management, Corporate Communications, Agile Methodolgy, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Economics, Fall 2013 Graduate
Accenture September 2015 - Present
Protiviti February 2015 - September 2015
Capco February 2014 - December 2014
Morgan Stanley January 2014 - February 2014
AgencyRx November 2013 - January 2014
Wall Street Oasis July 2012 - January 2014
Merrill Lynch September 2013 - November 2013
Financial Buzz Media July 2013 - September 2013
Morgan Stanley February 2013 - August 2013
Nova Capital Global Markets, LLC July 2012 - February 2013
Skills
Project Management, Analytical Skills, Leadership, Consulting, Business Strategy, Social Skills, Wealth Management, Corporate Communications, Agile Methodolgy, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Economics, Fall 2013 Graduate
Emilio Santiago Emilio Santiago's Merrill Lynch Experience January 2007 - August 2008
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse October 2013 - June 2015
EMC August 2009 - September 2013
Sothebys July 2008 - January 2009
Merrill Lynch January 2007 - August 2008
Fitch Ratings October 2005 - December 2006
Credit Suisse September 2004 - September 2005
Credit Suisse May 2004 - September 2004
JP Morgan Chase April 2003 - March 2004
CIBC May 2002 - November 2002
Skills
SDLC, User Acceptance Testing, Visio, Agile Methodologies, Derivatives, Fixed Income, Business Process, SQL, Unix, Data Migration, Equities, MS Project, Capital Markets, Banking, Business Analysis, Testing, Integration, Quality Assurance, Financial Services, Process Improvement, Software Documentation, Requirements Analysis, Project Management, Wealth Management, Market Data, Software Project..., Electronic Trading, Portfolio Management, FX Options, Financial Markets, Requirements Gathering, IT Strategy, PMO, Securities, Asset Managment, Trading, Agile Project Management, Equity Derivatives, Patience, Level Headed, Clarity, Cross-functional Team..., Enterprise Architecture, Business Requirements, Vendor Management, Management, Solution Architecture, Project Portfolio..., PMP, Management Consulting
Education
Baruch College, City University of New York (CUNY)
Business Administration and Management, General
Credit Suisse July 2015 - Present
Credit Suisse October 2013 - June 2015
EMC August 2009 - September 2013
Sothebys July 2008 - January 2009
Merrill Lynch January 2007 - August 2008
Fitch Ratings October 2005 - December 2006
Credit Suisse September 2004 - September 2005
Credit Suisse May 2004 - September 2004
JP Morgan Chase April 2003 - March 2004
CIBC May 2002 - November 2002
Skills
SDLC, User Acceptance Testing, Visio, Agile Methodologies, Derivatives, Fixed Income, Business Process, SQL, Unix, Data Migration, Equities, MS Project, Capital Markets, Banking, Business Analysis, Testing, Integration, Quality Assurance, Financial Services, Process Improvement, Software Documentation, Requirements Analysis, Project Management, Wealth Management, Market Data, Software Project..., Electronic Trading, Portfolio Management, FX Options, Financial Markets, Requirements Gathering, IT Strategy, PMO, Securities, Asset Managment, Trading, Agile Project Management, Equity Derivatives, Patience, Level Headed, Clarity, Cross-functional Team..., Enterprise Architecture, Business Requirements, Vendor Management, Management, Solution Architecture, Project Portfolio..., PMP, Management Consulting
Education
Baruch College, City University of New York (CUNY)
Business Administration and Management, General
Joseph Barnett Joseph Barnett's Merrill Lynch Experience April 2014 - Present
Job First Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2014 - Present
Bank Leumi 2010 - 2014
Herald National Bank 2009 - 2010
Merrill Lynch 2000 - 2009
Skills
Commercial Banking, Credit Analysis, Corporate Finance, Credit, Banking, Portfolio Management, Financial Analysis, Investments, Loans, Asset Based Lending, Commercial Lending, Finance, M&A experience, International M&A, Investment Banking, Private Equity, Private Placements, Alternative Investments, Hedge Funds, Funding, Structured Finance, Mergers & Acquisitions, Capital Markets
Education
City University of New York-Baruch College
Corporate Finance / Economics
New York University - Leonard N. Stern School of Business
Merrill Lynch April 2014 - Present
Bank Leumi 2010 - 2014
Herald National Bank 2009 - 2010
Merrill Lynch 2000 - 2009
Skills
Commercial Banking, Credit Analysis, Corporate Finance, Credit, Banking, Portfolio Management, Financial Analysis, Investments, Loans, Asset Based Lending, Commercial Lending, Finance, M&A experience, International M&A, Investment Banking, Private Equity, Private Placements, Alternative Investments, Hedge Funds, Funding, Structured Finance, Mergers & Acquisitions, Capital Markets
Education
City University of New York-Baruch College
Corporate Finance / Economics
New York University - Leonard N. Stern School of Business
Dave Bhaduri, CFA Dave Bhaduri, CFA's Merrill Lynch Experience January 2005 - September 2006
Job
Industry Financial Services
Experience
City National Bank April 2012 - November 2014
JPMorgan Chase June 2011 - April 2012
HD Vest Financial Services August 2008 - May 2011
Merrill Lynch January 2005 - September 2006
Merrill Lynch February 2002 - December 2004
Skills
Excel, VBA, Microsoft Office, Word, Matlab, C++, Visual C#, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Equities, Visual Basic, Derivatives, Investments, Portfolio Management, Asset Allocation, Options, Finance, Mutual Funds, Financial Advisory, Securities, Risk Management, Fixed Income, Bloomberg, Economics, Corporate Finance, Investment Strategies, Series 7
Education
Columbia Business School 2013 — 2016
Master of Business Administration (MBA)
Baruch College 2010 — 2010
Advanced Risk and Portfolio Management
Temple University - Fox School of Business and Management 2008 — 2009
Master of Sciences
The Johns Hopkins University 1998 — 2002
Bachelor of Arts
Pomperaug HS 1994 — 1998
City National Bank April 2012 - November 2014
JPMorgan Chase June 2011 - April 2012
HD Vest Financial Services August 2008 - May 2011
Merrill Lynch January 2005 - September 2006
Merrill Lynch February 2002 - December 2004
Skills
Excel, VBA, Microsoft Office, Word, Matlab, C++, Visual C#, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Equities, Visual Basic, Derivatives, Investments, Portfolio Management, Asset Allocation, Options, Finance, Mutual Funds, Financial Advisory, Securities, Risk Management, Fixed Income, Bloomberg, Economics, Corporate Finance, Investment Strategies, Series 7
Education
Columbia Business School 2013 — 2016
Master of Business Administration (MBA)
Baruch College 2010 — 2010
Advanced Risk and Portfolio Management
Temple University - Fox School of Business and Management 2008 — 2009
Master of Sciences
The Johns Hopkins University 1998 — 2002
Bachelor of Arts
Pomperaug HS 1994 — 1998
Christine Matthew Christine Matthew's Merrill Lynch Experience January 1998 - January 1999
Job Account Executive at Fidelity investments
Industry Investment Management
Experience
Fidelity Investments April 2013 - Present
L&S Advisors, Inc. January 2011 - April 2012
L&S Advisors, Inc January 2011 - April 2011
Northern Trust August 2004 - January 2011
Goldman Sachs September 2000 - May 2004
Morgan Stanley Dean Witter January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Wealth Management, Investments, Equities, Portfolio Management, Wealth Management..., Investment Strategies, Investment Advisory, High Net Worth..., Valuation, Private Equity, Trading
Education
University of California, Berkeley
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Bernard Baruch College
Bachelor of Business Administration, Finance
Fidelity Investments April 2013 - Present
L&S Advisors, Inc. January 2011 - April 2012
L&S Advisors, Inc January 2011 - April 2011
Northern Trust August 2004 - January 2011
Goldman Sachs September 2000 - May 2004
Morgan Stanley Dean Witter January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Wealth Management, Investments, Equities, Portfolio Management, Wealth Management..., Investment Strategies, Investment Advisory, High Net Worth..., Valuation, Private Equity, Trading
Education
University of California, Berkeley
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Bernard Baruch College
Bachelor of Business Administration, Finance
Jordan Weiden Jordan Weiden's Merrill Lynch Experience January 2005 - December 2005
Job Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC October 2014 - Present
Baruch College Zicklin School of Business August 2012 - May 2014
PricewaterhouseCoopers, LLP May 2013 - August 2013
Care One Management, LLC July 2009 - August 2012
Morgan Stanley December 2007 - December 2008
Dreman Value Management November 2006 - May 2007
AlasCorp February 2006 - November 2006
Merrill Lynch January 2005 - December 2005
Skills
Bloomberg Terminal, Factset Research Tool, Axys, Moxy, C++, SQL, VBA, Microsoft Office, Microsoft Excel, Data Analysis, Negotiation, Financial Analysis, Financial Reporting, Financial Modeling, Market Analysis, Management, Due Diligence, Accounting, Process Improvement
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accountancy, 4.0
Touro College 2000 — 2004
B.S, Computer Science, 3.6
PwC October 2014 - Present
Baruch College Zicklin School of Business August 2012 - May 2014
PricewaterhouseCoopers, LLP May 2013 - August 2013
Care One Management, LLC July 2009 - August 2012
Morgan Stanley December 2007 - December 2008
Dreman Value Management November 2006 - May 2007
AlasCorp February 2006 - November 2006
Merrill Lynch January 2005 - December 2005
Skills
Bloomberg Terminal, Factset Research Tool, Axys, Moxy, C++, SQL, VBA, Microsoft Office, Microsoft Excel, Data Analysis, Negotiation, Financial Analysis, Financial Reporting, Financial Modeling, Market Analysis, Management, Due Diligence, Accounting, Process Improvement
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accountancy, 4.0
Touro College 2000 — 2004
B.S, Computer Science, 3.6
Luis E. Mata Luis E. Mata's Merrill Lynch Experience February 2005 - October 2005
Job FP&A Manager Latin America at Laureate International Universities
Industry Luxury Goods & Jewelry
Experience
Laureate International Universities January 2015 - Present
Bell & Ross September 2012 - January 2015
Urban Image Inc. June 2010 - February 2014
NoticieroPR.com June 2010 - July 2013
Ryder System, Inc. September 2010 - August 2012
Ryder System, Inc. December 2007 - September 2010
UPS June 2006 - December 2007
Merrill Lynch February 2005 - October 2005
Slang Magazine February 2002 - May 2004
Skills
Forecasting, Financial Analysis, Analysis, Financial Modeling, Management, Business Planning, Budgets, Microsoft Office, Leadership, International Business, New Business Development, Business Strategy, Public Speaking, Microsoft Excel, Spanish, Marketing Research, Sales Management, Adobe Creative Suite, Financial Reporting, Strategic Planning, Negotiation, P&L, Online Research, Asset Allocation, Asset Managment, Managerial Finance, Asset Management, Finance, Budgeting, SQL, Variance Analysis, Account Management, Excel, Planning, International Sales, Market Planning, Pricing, Mergers & Acquisitions, Business Development, Accounting, Business Intelligence, Market Research, ERP, Sales, Project Management, PowerPoint, Strategic Financial..., Logitics, Cash Flow, Human Resources
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
Barry University 2002 — 2006
Bachelors, Finance
American Heritage School 2000 — 2002
High School Degree
Liceo Los Arcos 1992 — 2000
Laureate International Universities January 2015 - Present
Bell & Ross September 2012 - January 2015
Urban Image Inc. June 2010 - February 2014
NoticieroPR.com June 2010 - July 2013
Ryder System, Inc. September 2010 - August 2012
Ryder System, Inc. December 2007 - September 2010
UPS June 2006 - December 2007
Merrill Lynch February 2005 - October 2005
Slang Magazine February 2002 - May 2004
Skills
Forecasting, Financial Analysis, Analysis, Financial Modeling, Management, Business Planning, Budgets, Microsoft Office, Leadership, International Business, New Business Development, Business Strategy, Public Speaking, Microsoft Excel, Spanish, Marketing Research, Sales Management, Adobe Creative Suite, Financial Reporting, Strategic Planning, Negotiation, P&L, Online Research, Asset Allocation, Asset Managment, Managerial Finance, Asset Management, Finance, Budgeting, SQL, Variance Analysis, Account Management, Excel, Planning, International Sales, Market Planning, Pricing, Mergers & Acquisitions, Business Development, Accounting, Business Intelligence, Market Research, ERP, Sales, Project Management, PowerPoint, Strategic Financial..., Logitics, Cash Flow, Human Resources
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
Barry University 2002 — 2006
Bachelors, Finance
American Heritage School 2000 — 2002
High School Degree
Liceo Los Arcos 1992 — 2000
Michel Giacomotti Michel Giacomotti's Merrill Lynch Experience May 2010 - August 2010
Job Sales & Marketing at Zakkour Technology Group
Industry Banking
Experience
PersonalGofer August 2012 - December 2014
Nestlé S.A. May 2012 - August 2012
Merrill Lynch May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Accounting, Microsoft Excel, Equities, Financial Reporting, Business Development, Finance, Leadership
Education
Barry University 2008 — 2012
BSBA, Finance & International Business
PersonalGofer August 2012 - December 2014
Nestlé S.A. May 2012 - August 2012
Merrill Lynch May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Accounting, Microsoft Excel, Equities, Financial Reporting, Business Development, Finance, Leadership
Education
Barry University 2008 — 2012
BSBA, Finance & International Business
Patricia Parsons Patricia Parsons's Merrill Lynch Experience 1991 - 1994
Job Financial Services Professional
Industry Primary/Secondary Education
Experience
Brunswick School 2011 - 2014
Multiple Organizations 2000 - 2014
Citigroup/Salomon Brothers 1994 - 1995
Merrill Lynch 1991 - 1994
Merrill Lynch July 1988 - February 1991
Skills
Financial Market..., Qualitative Analysis, Quantitative Analysis, Client Service..., Internal Communications, External Communications, Relationships with..., Workflow Planning, Workflow Prioritization, Capital Markets, Liability Management..., Strategic Planning, Strategic Execution, Intellectual Rigor, Yankee Bonds, IPOs, Private Placement..., Preferred Stock, Interest Rate Swaps, Client Relationships, Inter-Department..., Purchasing, Budget Development, Financial Reporting, Data Integrity Control, Fixed Income Securities, Extensive Global Travel, Meticulous Attention to..., Financial Markets, Investment Research, Capital Market Desks, Client Presentations, Excel Proficiency, Team Leadership, Product Control, IPO, Fixed Income
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Accounting and Finance
Barnard College, Columbia University 1980 — 1983
Bachelor’s Degree, Psychology
New York University 2014 — 2015
Certificate in Financial Planning Program, Financial Planning and Services
Brunswick School 2011 - 2014
Multiple Organizations 2000 - 2014
Citigroup/Salomon Brothers 1994 - 1995
Merrill Lynch 1991 - 1994
Merrill Lynch July 1988 - February 1991
Skills
Financial Market..., Qualitative Analysis, Quantitative Analysis, Client Service..., Internal Communications, External Communications, Relationships with..., Workflow Planning, Workflow Prioritization, Capital Markets, Liability Management..., Strategic Planning, Strategic Execution, Intellectual Rigor, Yankee Bonds, IPOs, Private Placement..., Preferred Stock, Interest Rate Swaps, Client Relationships, Inter-Department..., Purchasing, Budget Development, Financial Reporting, Data Integrity Control, Fixed Income Securities, Extensive Global Travel, Meticulous Attention to..., Financial Markets, Investment Research, Capital Market Desks, Client Presentations, Excel Proficiency, Team Leadership, Product Control, IPO, Fixed Income
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Accounting and Finance
Barnard College, Columbia University 1980 — 1983
Bachelor’s Degree, Psychology
New York University 2014 — 2015
Certificate in Financial Planning Program, Financial Planning and Services
Michele Fullon's Merrill Lynch Experience January 2003 - June 2003
Job Compliance Operations Analyst at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group June 2015 - Present
Prudential Financial November 2014 - May 2015
Prudential Financial October 2006 - November 2014
State Street July 2004 - August 2006
Merrill Lynch January 2003 - June 2003
Gillette January 2002 - June 2002
Skills
Fixed Income, Financial Services, Mutual Funds, Banking, Trading, Microsoft Excel, Asset Management, Financial Analysis, Asset Managment, Bloomberg, Data Analysis, Trade Compliance, 1940 Act, Derivatives, BlackRock Aladdin
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Northeastern University 2000 — 2004
BSBA, MIS and Marketing
Crescent Capital Group June 2015 - Present
Prudential Financial November 2014 - May 2015
Prudential Financial October 2006 - November 2014
State Street July 2004 - August 2006
Merrill Lynch January 2003 - June 2003
Gillette January 2002 - June 2002
Skills
Fixed Income, Financial Services, Mutual Funds, Banking, Trading, Microsoft Excel, Asset Management, Financial Analysis, Asset Managment, Bloomberg, Data Analysis, Trade Compliance, 1940 Act, Derivatives, BlackRock Aladdin
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Northeastern University 2000 — 2004
BSBA, MIS and Marketing
Daniel Jorge Daniel Jorge's Merrill Lynch Experience 2006 - 2006
Job Audit Associate at CohnReznick LLP
Industry Executive Office
Experience
CohnReznick LLP May 2015 - Present
Baker Tilly (Formerly ParenteBeard) August 2014 - December 2014
Focus + Finance 2014 - December 2014
Commit Media LLC June 2006 - June 2014
UFC GYM January 2011 - May 2014
Merrill Lynch 2006 - 2006
First Investors 2005 - 2005
Skills
Financial Analysis, Financial Modeling, Forecasting, Business Planning, Office Management, Microsoft Excel, Bloomberg Terminal, Salesforce.com, Hlookups, Translation, QuickBooks, Microsoft Office, Google Docs, Language translation, Sports Coaching, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Investments, 3.55
CohnReznick LLP May 2015 - Present
Baker Tilly (Formerly ParenteBeard) August 2014 - December 2014
Focus + Finance 2014 - December 2014
Commit Media LLC June 2006 - June 2014
UFC GYM January 2011 - May 2014
Merrill Lynch 2006 - 2006
First Investors 2005 - 2005
Skills
Financial Analysis, Financial Modeling, Forecasting, Business Planning, Office Management, Microsoft Excel, Bloomberg Terminal, Salesforce.com, Hlookups, Translation, QuickBooks, Microsoft Office, Google Docs, Language translation, Sports Coaching, Management
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Investments, 3.55
Masha Tarasyuk Masha Tarasyuk's Merrill Lynch Experience June 2005 - July 2005
Job Business Associate at Kaplan Performance Solutions
Industry Education Management
Experience
Kaplan June 2014 - Present
Columbia Business School September 2012 - May 2014
Mars & Co. June 2013 - August 2013
NYC Department of Education September 2009 - June 2012
NERA Economic Consulting July 2007 - April 2009
Barnard College 2005 - 2007
Grey Healthcare Group June 2006 - August 2006
Common Cause February 2006 - May 2006
Logos Academy July 2005 - August 2005
Merrill Lynch June 2005 - July 2005
Skills
Stata, Data Analysis, Teaching, Statistics, Research, Economics, Nonprofits, Financial Modeling, Editing, Qualitative Research, Management Consulting, Educational Leadership, Strategy, Market Analysis, Public Speaking, Management, Analysis, Financial Analysis
Education
Columbia Business School 2012 — 2014
Barnard College 2003 — 2007
BA, Economics
Kaplan June 2014 - Present
Columbia Business School September 2012 - May 2014
Mars & Co. June 2013 - August 2013
NYC Department of Education September 2009 - June 2012
NERA Economic Consulting July 2007 - April 2009
Barnard College 2005 - 2007
Grey Healthcare Group June 2006 - August 2006
Common Cause February 2006 - May 2006
Logos Academy July 2005 - August 2005
Merrill Lynch June 2005 - July 2005
Skills
Stata, Data Analysis, Teaching, Statistics, Research, Economics, Nonprofits, Financial Modeling, Editing, Qualitative Research, Management Consulting, Educational Leadership, Strategy, Market Analysis, Public Speaking, Management, Analysis, Financial Analysis
Education
Columbia Business School 2012 — 2014
Barnard College 2003 — 2007
BA, Economics
Ryan Wright, MBA Ryan Wright, MBA's Merrill Lynch Experience 2012 - 2012
Job Business Analyst, Licensed Realtor
Industry Hospital & Health Care
Experience
Hospital Physician Partners February 2015 - Present
Seminole Casino Coconut Creek August 2013 - January 2015
Agro-Trade 2012 - 2013
Merrill Lynch 2012 - 2012
Skills
Financial Analysis, Customer Service, PowerPoint, Customer Relations, Microsoft Office, Excel, Outlook, Quickbooks, Budgeting, Problem Solving, Accounts Receivable, Forecasting, Research, Mentoring, Team Building, Word, Planning, Market Research, Logistics, Access, Training, Microsoft Excel, Microsoft Word, Process Improvement, Finance, Budgets, Accounting
Education
Nova Southeastern University 2010 — 2012
MBA Finance, Finance, 3.97
Barry University 2007 — 2009
Bachelor in Science, Finance
Hospital Physician Partners February 2015 - Present
Seminole Casino Coconut Creek August 2013 - January 2015
Agro-Trade 2012 - 2013
Merrill Lynch 2012 - 2012
Skills
Financial Analysis, Customer Service, PowerPoint, Customer Relations, Microsoft Office, Excel, Outlook, Quickbooks, Budgeting, Problem Solving, Accounts Receivable, Forecasting, Research, Mentoring, Team Building, Word, Planning, Market Research, Logistics, Access, Training, Microsoft Excel, Microsoft Word, Process Improvement, Finance, Budgets, Accounting
Education
Nova Southeastern University 2010 — 2012
MBA Finance, Finance, 3.97
Barry University 2007 — 2009
Bachelor in Science, Finance
Coralia Diaz Coralia Diaz's Merrill Lynch Experience March 1991 - October 2003
Job Personal Executive Assistant at The Garcia Companies
Industry Media Production
Experience
The Garcia Companies November 2014 - Present
The Garcia Companies 2003 - November 2014
7 Bucks Entertainment October 2003 - June 2014
The Beacon Experience October 2003 - January 2013
Merrill Lynch March 1991 - October 2003
Personnel One May 1988 - August 1991
St. John Vianney Seminary, Archdiocese of Miami January 1988 - May 1988
Skills
Organizational..., Bilingual, Organizational..., Fast-paced, Prioritize Workload, Communication Skills, Teamwork, Creativity, Flexibility, Supervisory Experience, People Skills, Coordinating Events, Event Planning, Private Events, Meeting Scheduling, Travel Management, Public Relations, Negotiation, Budgets, Customer Service, Leadership, Public Speaking, Social Media, Event Management, Management, Strategic Planning, Microsoft Office, Administration, Training, Fundraising
Education
Barry University
Elementary Education and Teaching
Miami Dade College
Associate of Arts (AA), Early Childhood Education and Teaching
The Garcia Companies November 2014 - Present
The Garcia Companies 2003 - November 2014
7 Bucks Entertainment October 2003 - June 2014
The Beacon Experience October 2003 - January 2013
Merrill Lynch March 1991 - October 2003
Personnel One May 1988 - August 1991
St. John Vianney Seminary, Archdiocese of Miami January 1988 - May 1988
Skills
Organizational..., Bilingual, Organizational..., Fast-paced, Prioritize Workload, Communication Skills, Teamwork, Creativity, Flexibility, Supervisory Experience, People Skills, Coordinating Events, Event Planning, Private Events, Meeting Scheduling, Travel Management, Public Relations, Negotiation, Budgets, Customer Service, Leadership, Public Speaking, Social Media, Event Management, Management, Strategic Planning, Microsoft Office, Administration, Training, Fundraising
Education
Barry University
Elementary Education and Teaching
Miami Dade College
Associate of Arts (AA), Early Childhood Education and Teaching
Joseph McAdams Joseph McAdams's Merrill Lynch Experience 1984 - 1986
Job Director, Program Management Office at Xylem Inc.
Industry Computer Software
Experience
Xylem Inc. February 2014 - Present
Misys February 2008 - January 2014
Oracle Corporation June 2007 - January 2008
Hyperion Solutions June 2000 - June 2007
MetLife 1997 - 2000
Dun and Bradstreet 1986 - 1996
Merrill Lynch 1984 - 1986
Altria (Formerly Philip Morris Companies) 1982 - 1984
Skills
Business Process..., Converged Business/IT..., Program/Project Planning, Business Intelligence..., Organizational..., On/Offshore Solutions, Global Program ERP/CRM..., Best Practices, Technology..., Vendor Management, Business Intelligence, Voice & Data Convergence, Program Management, PMO, Enterprise Software, Business Process..., Integration, IT Strategy, Project Planning, CRM, CRM Integration, Siebel, SAP ERP, Cognos, Global Sourcing, Global Delivery, IT M&A, Operational Due..., Data Center, Management, Outsourcing, Enterprise Architecture, ITIL, Strategy, Cross-functional Team..., Governance, Change Management, Information Technology, Consulting, Oracle, mergers and acquisitions, Mergers & Acquisitions
Education
Stevens Institute of Technology, Graduate Program 2011 — 2013
Graduate Certificate, Information Security Management, Computer and Information Systems Security/Information Assurance
Pace University - Lubin School of Business 1987 — 1990
MBA, Information Technology Management
Baruch College, City University of New York (CUNY) 1980 — 1983
BBA, Accounting
Xylem Inc. February 2014 - Present
Misys February 2008 - January 2014
Oracle Corporation June 2007 - January 2008
Hyperion Solutions June 2000 - June 2007
MetLife 1997 - 2000
Dun and Bradstreet 1986 - 1996
Merrill Lynch 1984 - 1986
Altria (Formerly Philip Morris Companies) 1982 - 1984
Skills
Business Process..., Converged Business/IT..., Program/Project Planning, Business Intelligence..., Organizational..., On/Offshore Solutions, Global Program ERP/CRM..., Best Practices, Technology..., Vendor Management, Business Intelligence, Voice & Data Convergence, Program Management, PMO, Enterprise Software, Business Process..., Integration, IT Strategy, Project Planning, CRM, CRM Integration, Siebel, SAP ERP, Cognos, Global Sourcing, Global Delivery, IT M&A, Operational Due..., Data Center, Management, Outsourcing, Enterprise Architecture, ITIL, Strategy, Cross-functional Team..., Governance, Change Management, Information Technology, Consulting, Oracle, mergers and acquisitions, Mergers & Acquisitions
Education
Stevens Institute of Technology, Graduate Program 2011 — 2013
Graduate Certificate, Information Security Management, Computer and Information Systems Security/Information Assurance
Pace University - Lubin School of Business 1987 — 1990
MBA, Information Technology Management
Baruch College, City University of New York (CUNY) 1980 — 1983
BBA, Accounting
Mico Zinty Mico Zinty's Merrill Lynch Experience 1990 - 1991
Job Career Coach & Assoc. Director at Columbia Business School, Executive MBA Program
Industry Professional Training & Coaching
Experience
Columbia Business School, Executive MBA Program December 2005 - Present
Work Life Progressions August 2003 - Present
The American Management Association September 1998 - October 2003
University of Maryland November 1995 - August 1998
Xerox Corporation May 1993 - October 1994
Merrill Lynch 1990 - 1991
Tradepower Holdings 1988 - 1990
Various China Travel and Tour companies 1985 - 1988
Skills
Career Development, Career Advancement, Leadership, Coaching, Interviews, Recruiting, Resume Writing, Program Management, Interview Preparation, Program Development, Management, Analysis, Human Resources, Performance Management, Social Media, Executive Coaching, Employee Training, Training & Development, Career Transitions
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, International Business and Management
Stanford Inter−University Program for Chinese Language Studies 1984 — 1985
Intensive Chinese Mandarin training program
Barnard College 1979 — 1983
BA, Political Science, Chinese and Asian Studies
Lycee Francais de New York 1966 — 1979
HS
Columbia Business School, Executive MBA Program December 2005 - Present
Work Life Progressions August 2003 - Present
The American Management Association September 1998 - October 2003
University of Maryland November 1995 - August 1998
Xerox Corporation May 1993 - October 1994
Merrill Lynch 1990 - 1991
Tradepower Holdings 1988 - 1990
Various China Travel and Tour companies 1985 - 1988
Skills
Career Development, Career Advancement, Leadership, Coaching, Interviews, Recruiting, Resume Writing, Program Management, Interview Preparation, Program Development, Management, Analysis, Human Resources, Performance Management, Social Media, Executive Coaching, Employee Training, Training & Development, Career Transitions
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, International Business and Management
Stanford Inter−University Program for Chinese Language Studies 1984 — 1985
Intensive Chinese Mandarin training program
Barnard College 1979 — 1983
BA, Political Science, Chinese and Asian Studies
Lycee Francais de New York 1966 — 1979
HS
Cleef Robinson Cleef Robinson's Merrill Lynch Experience July 2000 - March 2004
Job Senior Engineer at Virtusa
Industry Information Technology and Services
Experience
Virtusa November 2013 - Present
Knights of Columbus November 2012 - September 2013
Knights of Columbus March 2010 - November 2012
Save the Children March 2008 - October 2009
InterTech Media August 2006 - March 2008
ING Clarion Real Estate December 2004 - January 2005
Boys & Girls Club of Stamford September 2004 - December 2004
Merrill Lynch July 2000 - March 2004
US Navy July 1991 - March 1995
Skills
Network Administration, Microsoft Office, System Administration, SharePoint, Networking, Training, Active Directory, TCP/IP
Education
Capella University 2009 — 2012
Bachelor of Science, Information Technology
City University of New York-Baruch College - Zicklin School of Business 1999 — 2004
N/A, Computer Information Systems
State University of New York at New Paltz 1987 — 1991
N/A, Communication Arts
Virtusa November 2013 - Present
Knights of Columbus November 2012 - September 2013
Knights of Columbus March 2010 - November 2012
Save the Children March 2008 - October 2009
InterTech Media August 2006 - March 2008
ING Clarion Real Estate December 2004 - January 2005
Boys & Girls Club of Stamford September 2004 - December 2004
Merrill Lynch July 2000 - March 2004
US Navy July 1991 - March 1995
Skills
Network Administration, Microsoft Office, System Administration, SharePoint, Networking, Training, Active Directory, TCP/IP
Education
Capella University 2009 — 2012
Bachelor of Science, Information Technology
City University of New York-Baruch College - Zicklin School of Business 1999 — 2004
N/A, Computer Information Systems
State University of New York at New Paltz 1987 — 1991
N/A, Communication Arts
Jasmine Lewis Jasmine Lewis's Merrill Lynch Experience March 2014 - July 2014
Job Student at Baruch College, City University of New York (CUNY)
Industry Financial Services
Experience
AARP September 2014 - January 2015
Merrill Lynch March 2014 - July 2014
Year Up September 2013 - July 2014
Urban Outfitters January 2013 - September 2013
Center for Small Jewels June 2012 - August 2012
Skills
Time Management, Analysis, Customer Service, Sales, Microsoft Office, Teamwork, Organization, Problem Solving, Inventory Management, Project Management, Account Reconciliation, Invoice Processing, Journal Entries, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Outlook, Access
Education
Year Up 2013 — 2014
City University of New York-Herbert H. Lehman College 2012 — 2014
Baruch College, City University of New York (CUNY)
AARP September 2014 - January 2015
Merrill Lynch March 2014 - July 2014
Year Up September 2013 - July 2014
Urban Outfitters January 2013 - September 2013
Center for Small Jewels June 2012 - August 2012
Skills
Time Management, Analysis, Customer Service, Sales, Microsoft Office, Teamwork, Organization, Problem Solving, Inventory Management, Project Management, Account Reconciliation, Invoice Processing, Journal Entries, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Outlook, Access
Education
Year Up 2013 — 2014
City University of New York-Herbert H. Lehman College 2012 — 2014
Baruch College, City University of New York (CUNY)
Erin Nicole Jordan Erin Nicole Jordan's Merrill Lynch Experience January 2007 - March 2008
Job Manager, Corporate Social Responsibility at Paramount Pictures
Industry Philanthropy
Experience
Paramount Pictures November 2014 - Present
DC Promise Neighborhood Initiative, Inc September 2013 - May 2014
Red Cloud LLC May 2011 - May 2013
Wedbush Securities/Apple One July 2010 - May 2011
Bank of America Merrill Lynch March 2008 - November 2009
NY Youth at Risk October 2006 - July 2009
Merrill Lynch January 2007 - March 2008
Scripps Networks Interactive Inc. October 2006 - January 2007
Cox Media July 2004 - September 2006
Greater Phoenix Youth December 2004 - August 2006
Skills
Volunteer Management, Volunteer Training, Nonprofits, Training, Community Outreach, Project Management, Proposal Writing, Event Management, Fundraising, Event Planning, Social Networking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Program Management, Marketing, Adobe Creative Suite, Budgets, Public Relations, Volunteer Recruiting, Leadership, Management, Recruiting, Leadership Development, Staff Development, Project Planning, Advertising, CRM, Outlook, Sales, Philanthropy, IP Phones, Program Development, Strategic Planning, Internal Communications, Social Media
Education
Baruch College 2013 — 2014
Master's Degree
Clark Atlanta University 1999 — 2004
Bachelors
Paramount Pictures November 2014 - Present
DC Promise Neighborhood Initiative, Inc September 2013 - May 2014
Red Cloud LLC May 2011 - May 2013
Wedbush Securities/Apple One July 2010 - May 2011
Bank of America Merrill Lynch March 2008 - November 2009
NY Youth at Risk October 2006 - July 2009
Merrill Lynch January 2007 - March 2008
Scripps Networks Interactive Inc. October 2006 - January 2007
Cox Media July 2004 - September 2006
Greater Phoenix Youth December 2004 - August 2006
Skills
Volunteer Management, Volunteer Training, Nonprofits, Training, Community Outreach, Project Management, Proposal Writing, Event Management, Fundraising, Event Planning, Social Networking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Program Management, Marketing, Adobe Creative Suite, Budgets, Public Relations, Volunteer Recruiting, Leadership, Management, Recruiting, Leadership Development, Staff Development, Project Planning, Advertising, CRM, Outlook, Sales, Philanthropy, IP Phones, Program Development, Strategic Planning, Internal Communications, Social Media
Education
Baruch College 2013 — 2014
Master's Degree
Clark Atlanta University 1999 — 2004
Bachelors
Sebastian Barreneche Sebastian Barreneche's Merrill Lynch Experience February 2012 - September 2012
Job Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2012 - September 2014
Merrill Lynch February 2012 - September 2012
Merrill Lynch September 2011 - December 2011
Student Managed Investment Fund June 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
USA Granite January 2008 - December 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Asset Managment, Equities, Investment Strategies, Series 7, Mutual Funds, Banking, Wealth Management, Asset Management, Credit, Securities, Financial Risk, Trading, Strategic Financial..., Hedge Funds, Fixed Income
Education
Barry University 2008 — 2011
Double Major, Finance & International Business, Business Administration
Morgan Stanley Private Wealth Management September 2012 - September 2014
Merrill Lynch February 2012 - September 2012
Merrill Lynch September 2011 - December 2011
Student Managed Investment Fund June 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
USA Granite January 2008 - December 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Asset Managment, Equities, Investment Strategies, Series 7, Mutual Funds, Banking, Wealth Management, Asset Management, Credit, Securities, Financial Risk, Trading, Strategic Financial..., Hedge Funds, Fixed Income
Education
Barry University 2008 — 2011
Double Major, Finance & International Business, Business Administration
Michael Brochstein's Merrill Lynch Experience November 1992 - September 1994
Job Corporate Sustainability / Project Manager
Industry Environmental Services
Experience
Environmental Defense Fund May 2014 - August 2014
JBFCS (Jewish Board of Family & Children's Services) September 1998 - January 2013
Federal Reserve Bank of New York May 1997 - February 1998
Goldman Sachs March 1997 - April 1997
Smith Barney October 1994 - April 1997
Merrill Lynch November 1992 - September 1994
Chase Manhattan Bank April 1991 - August 1991
Deloitte & Touche January 1991 - March 1991
Skills
Vendor Management, IT Strategy, Project Management, Program Management, Leadership, System Administration, Management, Process Improvement, Integration, Strategic Planning, Data Center, Healthcare Information..., Event Planning, Business Analysis, IT Management, Information Technology, Team Building, Budgets, Network Administration, Nonprofits, Event Management, Databases, Business Intelligence, Visio, Department Budgeting, Procurement, Help Desk Implementation, Unix, Microsoft Exchange, Database Administration, Telecommunications, Enterprise IT..., Enterprise IT Strategy, Technology Management, Technology Integration, Technology Architecture, Audio Visual Integration, Video Conferencing, Data Centre Architecture, Photoshop, Lightroom, Pagemaker, Expression Web, InDesign, SysAid, Outsourcing, Sustainability, Sustainable Energy, Sustainability..., LEED
Education
Columbia University in the City of New York
Master's Degree, Sustainability Management, GPA: 3.7
City University of New York-Baruch College
MBA, Marketing
Columbia University in the City of New York
MS, Computer Science
Columbia University in the City of New York
BS, Computer Science
Edward R. Murrow High School
Environmental Defense Fund May 2014 - August 2014
JBFCS (Jewish Board of Family & Children's Services) September 1998 - January 2013
Federal Reserve Bank of New York May 1997 - February 1998
Goldman Sachs March 1997 - April 1997
Smith Barney October 1994 - April 1997
Merrill Lynch November 1992 - September 1994
Chase Manhattan Bank April 1991 - August 1991
Deloitte & Touche January 1991 - March 1991
Skills
Vendor Management, IT Strategy, Project Management, Program Management, Leadership, System Administration, Management, Process Improvement, Integration, Strategic Planning, Data Center, Healthcare Information..., Event Planning, Business Analysis, IT Management, Information Technology, Team Building, Budgets, Network Administration, Nonprofits, Event Management, Databases, Business Intelligence, Visio, Department Budgeting, Procurement, Help Desk Implementation, Unix, Microsoft Exchange, Database Administration, Telecommunications, Enterprise IT..., Enterprise IT Strategy, Technology Management, Technology Integration, Technology Architecture, Audio Visual Integration, Video Conferencing, Data Centre Architecture, Photoshop, Lightroom, Pagemaker, Expression Web, InDesign, SysAid, Outsourcing, Sustainability, Sustainable Energy, Sustainability..., LEED
Education
Columbia University in the City of New York
Master's Degree, Sustainability Management, GPA: 3.7
City University of New York-Baruch College
MBA, Marketing
Columbia University in the City of New York
MS, Computer Science
Columbia University in the City of New York
BS, Computer Science
Edward R. Murrow High School
Eileen Brod Eileen Brod's Merrill Lynch Experience 1964 - 1965
Job LSA, Hamptons Luxury Homes and Waterfronts. Buying, Selling or Renting
Industry Real Estate
Experience
Norma Reynolds Sotheby's International Realty October 2012 - Present
EMB Holdings,LLC 1990 - Present
First Hampton international Realty 2003 - 2012
A. Brod, Inc. 1970 - 2001
Merrill Lynch 1964 - 1965
Skills
Rentals, Short Sales, Real Estate, Condos, Foreclosures, Investment Properties, Luxury, New Home Sales, Negotiation, Buyer Representation, Single Family Homes, Referrals, Residential Homes, Property, Investors, Real Estate Transactions, First Time Home Buyers, Waterfront, Vacation Homes, Townhomes, Selling, Real Estate Development, Disposition, Sellers, Relocation, Listings, Investments, Sales, Brokerage
Education
City University of New York-Baruch College 1965 — 1969
Business, Accounting, Marketing
Norma Reynolds Sotheby's International Realty October 2012 - Present
EMB Holdings,LLC 1990 - Present
First Hampton international Realty 2003 - 2012
A. Brod, Inc. 1970 - 2001
Merrill Lynch 1964 - 1965
Skills
Rentals, Short Sales, Real Estate, Condos, Foreclosures, Investment Properties, Luxury, New Home Sales, Negotiation, Buyer Representation, Single Family Homes, Referrals, Residential Homes, Property, Investors, Real Estate Transactions, First Time Home Buyers, Waterfront, Vacation Homes, Townhomes, Selling, Real Estate Development, Disposition, Sellers, Relocation, Listings, Investments, Sales, Brokerage
Education
City University of New York-Baruch College 1965 — 1969
Business, Accounting, Marketing
Dennis DeGreef Dennis DeGreef's Merrill Lynch Experience May 2007 - May 2009
Job HSBC North America Holdings
Industry Financial Services
Experience
HSBC July 2012 - Present
Morgan Stanley June 2010 - July 2012
The Bank of New York Mellon May 2009 - May 2010
Merrill Lynch May 2007 - May 2009
Merrill Lynch January 2006 - May 2007
Merrill Lynch & Co., Inc. 2003 - 2006
Omni Financial Research 2001 - 2003
Skills
Operational Risk, Enterprise Risk..., Risk Management, Auditing, Fixed Income, Internal Controls, Analysis, Internal Audit, Investment Banking, Business Analysis, Banking, Financial Risk, Operational Risk..., Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
B.B.A., Finance
HSBC July 2012 - Present
Morgan Stanley June 2010 - July 2012
The Bank of New York Mellon May 2009 - May 2010
Merrill Lynch May 2007 - May 2009
Merrill Lynch January 2006 - May 2007
Merrill Lynch & Co., Inc. 2003 - 2006
Omni Financial Research 2001 - 2003
Skills
Operational Risk, Enterprise Risk..., Risk Management, Auditing, Fixed Income, Internal Controls, Analysis, Internal Audit, Investment Banking, Business Analysis, Banking, Financial Risk, Operational Risk..., Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
B.B.A., Finance
David Baron David Baron's Merrill Lynch Experience May 2002 - October 2007
Job Vice President, Sr. Research Manager at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2010 - Present
Chase Card Services 2010 - Present
Harris Interactive November 2007 - April 2009
Merrill Lynch May 2002 - October 2007
American Express 1995 - 2002
AT&T 1993 - 1995
Directions for Decisions 1990 - 1992
Triestman & Stark Marketing Research 1989 - 1990
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
MBA, Marketing
University at Albany, SUNY 1980 — 1984
BA, Psychology
JP Morgan Chase March 2010 - Present
Chase Card Services 2010 - Present
Harris Interactive November 2007 - April 2009
Merrill Lynch May 2002 - October 2007
American Express 1995 - 2002
AT&T 1993 - 1995
Directions for Decisions 1990 - 1992
Triestman & Stark Marketing Research 1989 - 1990
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
MBA, Marketing
University at Albany, SUNY 1980 — 1984
BA, Psychology
Izabela (Drapala) Pawlowski, CPA, MBA Izabela (Drapala) Pawlowski, CPA, MBA's Merrill Lynch Experience December 2006 - February 2009
Job Audit Senior at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - November 2014
Citi April 2011 - November 2011
Merrill Lynch December 2006 - February 2009
Merrill Lynch July 2005 - November 2006
Morgan Stanley Smith Barney July 2005 - August 2005
UBS Investment Bank January 2005 - May 2005
ASPIRA of New York December 2003 - January 2005
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Modeling, Business Analysis, General Ledger, Finance, Microsoft Word, Tax, Financial Accounting, Strategic Financial..., Analysis, GAAP, Financial Planning, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, cum laude honors
Brooklyn Technical High School 1997 — 2001
High School
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - November 2014
Citi April 2011 - November 2011
Merrill Lynch December 2006 - February 2009
Merrill Lynch July 2005 - November 2006
Morgan Stanley Smith Barney July 2005 - August 2005
UBS Investment Bank January 2005 - May 2005
ASPIRA of New York December 2003 - January 2005
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Modeling, Business Analysis, General Ledger, Finance, Microsoft Word, Tax, Financial Accounting, Strategic Financial..., Analysis, GAAP, Financial Planning, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, cum laude honors
Brooklyn Technical High School 1997 — 2001
High School
Irena Panda Irena Panda's Merrill Lynch Experience 2007 - 2007
Job Business Data Analyst, AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2008 - Present
Merrill Lynch 2007 - 2007
Lehman Brothers 2001 - 2006
Eagle Communications 1998 - 2001
Skills
Business Analysis, Analysis, Business Intelligence, Data Modeling, Data Warehousing, Business Objects, Business Process, Business Requirements, Oracle, SQL
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MS, Business Computer Information Systems
Wells Fargo March 2008 - Present
Merrill Lynch 2007 - 2007
Lehman Brothers 2001 - 2006
Eagle Communications 1998 - 2001
Skills
Business Analysis, Analysis, Business Intelligence, Data Modeling, Data Warehousing, Business Objects, Business Process, Business Requirements, Oracle, SQL
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MS, Business Computer Information Systems
Fred Teng 滕绍骏 Fred Teng 滕绍骏's Merrill Lynch Experience 1981 - 1983
Job CEO, NewsChina
Industry Publishing
Experience
NewsChina December 2008 - Present
China-United States Exchange Foundation February 2011 - Present
Diageo June 2009 - 2012
Multicultural Radio Broadcasting, Inc November 2005 - November 2008
DVS New York, LLC February 2003 - November 2005
Noble Communications Group, Inc. December 1999 - February 2003
AT&T February 1993 - December 1999
Fred Teng for City Council 1990 - 1992
Oppenheimer & Co. 1983 - 1990
Merrill Lynch 1981 - 1983
Skills
Public Affairs, Analysis, Social Media, Multi-channel Marketing, Copywriting, Marketing Communications, Copy Editing, Global Strategy, Public Relations, Crisis Communications, Strategic..., Executive Counsel, Executive Visibility, Media List Building, International Relations, Business Development, Strategic Planning, Strategy, Strategic Communications, Marketing Strategy, Media Relations, Policy, New Media, Event Management, Nonprofits, Marketing, Research, Start-ups, Entrepreneurship, Politics, Press Releases, U.S.-China relations, Congressional Affairs, Greater China, Hong Kong, Advertising, Corporate Communications, Social Media Marketing, Strategic Partnerships, Professional Experience, Online Advertising, Brand Management, Business Strategy, Marketing Management, Fundraising, Brand Development
Education
Northwestern University - Kellogg School of Management
Executive Program
Columbia University, Graduate School of Arts & Science
Graduate Study of Statistics & Computing Science
Baruch College, City University of New York (CUNY)
B.B.A., Marketing Management
NewsChina December 2008 - Present
China-United States Exchange Foundation February 2011 - Present
Diageo June 2009 - 2012
Multicultural Radio Broadcasting, Inc November 2005 - November 2008
DVS New York, LLC February 2003 - November 2005
Noble Communications Group, Inc. December 1999 - February 2003
AT&T February 1993 - December 1999
Fred Teng for City Council 1990 - 1992
Oppenheimer & Co. 1983 - 1990
Merrill Lynch 1981 - 1983
Skills
Public Affairs, Analysis, Social Media, Multi-channel Marketing, Copywriting, Marketing Communications, Copy Editing, Global Strategy, Public Relations, Crisis Communications, Strategic..., Executive Counsel, Executive Visibility, Media List Building, International Relations, Business Development, Strategic Planning, Strategy, Strategic Communications, Marketing Strategy, Media Relations, Policy, New Media, Event Management, Nonprofits, Marketing, Research, Start-ups, Entrepreneurship, Politics, Press Releases, U.S.-China relations, Congressional Affairs, Greater China, Hong Kong, Advertising, Corporate Communications, Social Media Marketing, Strategic Partnerships, Professional Experience, Online Advertising, Brand Management, Business Strategy, Marketing Management, Fundraising, Brand Development
Education
Northwestern University - Kellogg School of Management
Executive Program
Columbia University, Graduate School of Arts & Science
Graduate Study of Statistics & Computing Science
Baruch College, City University of New York (CUNY)
B.B.A., Marketing Management
Aparna Muralidharan Aparna Muralidharan's Merrill Lynch Experience February 2009 - June 2009
Job Senior Sales Operations Analyst at Medidata Solutions
Industry Information Technology and Services
Experience
Medidata Solutions January 2015 - Present
Medidata Solutions May 2013 - December 2014
Penguin Group USA December 2011 - May 2013
The Nielsen Company March 2010 - November 2011
CommonDesk, LLC February 2009 - March 2010
Millissime January 2008 - November 2009
Merrill Lynch February 2009 - June 2009
Kaplan January 2006 - March 2008
New York University January 2007 - July 2007
Nationwide Insurance May 2006 - August 2006
Skills
Spanish, Market Research, Data Analysis, Analysis, Competitive Analysis, Event Planning, Marketing, Leadership, Marketing Research, Microsoft Excel, Access, SQL, Sales
Education
New York University 2005 — 2009
Economics, Accounting and Finance, Pre-Business, Biology, Chemistry, Studio Art
Baruch College, City University of New York (CUNY)
Master of Science (M.Sc.), Research Methodology and Quantitative Methods
High School
Medidata Solutions January 2015 - Present
Medidata Solutions May 2013 - December 2014
Penguin Group USA December 2011 - May 2013
The Nielsen Company March 2010 - November 2011
CommonDesk, LLC February 2009 - March 2010
Millissime January 2008 - November 2009
Merrill Lynch February 2009 - June 2009
Kaplan January 2006 - March 2008
New York University January 2007 - July 2007
Nationwide Insurance May 2006 - August 2006
Skills
Spanish, Market Research, Data Analysis, Analysis, Competitive Analysis, Event Planning, Marketing, Leadership, Marketing Research, Microsoft Excel, Access, SQL, Sales
Education
New York University 2005 — 2009
Economics, Accounting and Finance, Pre-Business, Biology, Chemistry, Studio Art
Baruch College, City University of New York (CUNY)
Master of Science (M.Sc.), Research Methodology and Quantitative Methods
High School
Heather M. Cooper's Merrill Lynch Experience 2002 - 2005
Job Licensed Associate Broker NY Luxury Residential Properties
Industry Real Estate
Experience
Town Residential - a luxury residential real estate brokerage April 2013 - Present
Citihabitats 2007 - 2012
Deutsche Bank April 2006 - November 2006
Banc of America Securities April 2005 - April 2006
Merrill Lynch 2002 - 2005
Skills
Real Estate, Real Estate Transactions, Selling, Investment Properties, Sales, Sellers, Marketing, Rentals, Condos, Residential Homes, Investments, Negotiation, Leases, Property Management, Referrals, Public Speaking, Apartments, Leadership, Listings, New Business Development, Entrepreneurship, Real Property, Buyer Representation, Relocation, New Home Sales, Lead Generation, First Time Home Buyers, Real Estate Development, Business Networking, Due Diligence, Philanthropy, Residential Real Estate, Coaching & Mentoring, Condops, Coops, Leadership Development, Luxury Real Estate Sales, New Developments, New York Real Estate..., Overseas Real Estate..., Real Estate Developments, Team Development, Buyers, Brokerage
Education
City University of New York-Baruch College 1995 — 1997
BA (Political Science)
State University of Ny at Cobleskill 1990 — 1993
AA, Liberal Arts
Town Residential - a luxury residential real estate brokerage April 2013 - Present
Citihabitats 2007 - 2012
Deutsche Bank April 2006 - November 2006
Banc of America Securities April 2005 - April 2006
Merrill Lynch 2002 - 2005
Skills
Real Estate, Real Estate Transactions, Selling, Investment Properties, Sales, Sellers, Marketing, Rentals, Condos, Residential Homes, Investments, Negotiation, Leases, Property Management, Referrals, Public Speaking, Apartments, Leadership, Listings, New Business Development, Entrepreneurship, Real Property, Buyer Representation, Relocation, New Home Sales, Lead Generation, First Time Home Buyers, Real Estate Development, Business Networking, Due Diligence, Philanthropy, Residential Real Estate, Coaching & Mentoring, Condops, Coops, Leadership Development, Luxury Real Estate Sales, New Developments, New York Real Estate..., Overseas Real Estate..., Real Estate Developments, Team Development, Buyers, Brokerage
Education
City University of New York-Baruch College 1995 — 1997
BA (Political Science)
State University of Ny at Cobleskill 1990 — 1993
AA, Liberal Arts
Kelly Ann Gardner's Merrill Lynch Experience May 2000 - August 2000
Job Business Coordinator
Industry Financial Services
Experience
Mercury Capital Advisors May 2012 - Present
Nomura Securities November 2009 - May 2012
Citadel Investment Group June 2008 - January 2009
Bear Stearns June 2002 - November 2007
Merrill Lynch May 2000 - August 2000
Skills
Fixed Income, Equity Trading, Equities, Hedge Funds, Bloomberg, Investment Banking, Alternative Investments, Equity Research, Electronic Trading, Investments, Private Equity, Trading Systems, Securities
Education
BARUCH COLLEGE 1996 — 2000
B.B.A
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (BBA)
Mercury Capital Advisors May 2012 - Present
Nomura Securities November 2009 - May 2012
Citadel Investment Group June 2008 - January 2009
Bear Stearns June 2002 - November 2007
Merrill Lynch May 2000 - August 2000
Skills
Fixed Income, Equity Trading, Equities, Hedge Funds, Bloomberg, Investment Banking, Alternative Investments, Equity Research, Electronic Trading, Investments, Private Equity, Trading Systems, Securities
Education
BARUCH COLLEGE 1996 — 2000
B.B.A
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (BBA)
Jerry Rivera Jerry Rivera's Merrill Lynch Experience July 2006 - September 2008
Job Manager, Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 2009 - Present
Merrill Lynch July 2006 - September 2008
JPMorgan Chase September 2004 - July 2006
JPMorgan Chase June 2003 - September 2004
JPMorgan Chase June 2002 - May 2003
JPMorgan Chase June 2001 - May 2002
JPMorgan Chase June 2000 - May 2001
JPMorgan Chase July 1999 - May 2000
Skills
Financial Analysis, Analysis, Business Analysis, Finance, Financial Reporting, Management, Access, Business Process..., Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2003
Ernst & Young March 2009 - Present
Merrill Lynch July 2006 - September 2008
JPMorgan Chase September 2004 - July 2006
JPMorgan Chase June 2003 - September 2004
JPMorgan Chase June 2002 - May 2003
JPMorgan Chase June 2001 - May 2002
JPMorgan Chase June 2000 - May 2001
JPMorgan Chase July 1999 - May 2000
Skills
Financial Analysis, Analysis, Business Analysis, Finance, Financial Reporting, Management, Access, Business Process..., Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2003
Divya Mehta Divya Mehta's Merrill Lynch Experience June 2004 - June 2007
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Capco July 2010 - May 2013
Provident Group June 2009 - January 2010
PS Enterprise August 2007 - August 2008
Merrill Lynch June 2004 - June 2007
Skills
Financial Modeling &..., Market Research & Due..., Qualitative &..., Client Advisory &..., Critical Thinking &..., Interdisciplinary..., Market Research, Mergers, Financial Modeling, Valuation, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Capital Markets, Equities, Investments, Finance, Analysis, Financial Services, Strategy, Investment Banking, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Jamnabai Narsee School 1985 — 2008
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.S., Economics
Morgan Stanley May 2013 - Present
Capco July 2010 - May 2013
Provident Group June 2009 - January 2010
PS Enterprise August 2007 - August 2008
Merrill Lynch June 2004 - June 2007
Skills
Financial Modeling &..., Market Research & Due..., Qualitative &..., Client Advisory &..., Critical Thinking &..., Interdisciplinary..., Market Research, Mergers, Financial Modeling, Valuation, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Capital Markets, Equities, Investments, Finance, Analysis, Financial Services, Strategy, Investment Banking, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Jamnabai Narsee School 1985 — 2008
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.S., Economics
Jeremy Rodriguez Jeremy Rodriguez's Merrill Lynch Experience May 2006 - September 2006
Job Business Administration
Industry Financial Services
Experience
Philadelphia Church July 2014 - Present
US Department of Homeland Security October 2010 - August 2014
Philadelphia Church June 2014 - July 2014
Philadelphia Church September 2012 - May 2014
Randstad March 2010 - October 2010
QFC May 2010 - August 2010
Calvary Assembly of God March 2006 - March 2010
Phil's Air Conditioning and Heating March 2008 - July 2008
Merrill Lynch May 2006 - September 2006
Skills
Travel Planning, Non-profits, Wireless Networking, Microsoft Office, Administration, Phone Skills, People Skills, Accounts Payable, Accounting, Outlook, Telephone Skills, Event Planning, Nonprofits, Finance, System Administration, Recruiting, Payroll, Accounts Receivable, Teamwork
Education
Green River Community College 2010 — 2012
AAS, Air Traffic Control
Baruch College, City University of New York (CUNY) 2005 — 2009
Accounting/Finance
Philadelphia Church July 2014 - Present
US Department of Homeland Security October 2010 - August 2014
Philadelphia Church June 2014 - July 2014
Philadelphia Church September 2012 - May 2014
Randstad March 2010 - October 2010
QFC May 2010 - August 2010
Calvary Assembly of God March 2006 - March 2010
Phil's Air Conditioning and Heating March 2008 - July 2008
Merrill Lynch May 2006 - September 2006
Skills
Travel Planning, Non-profits, Wireless Networking, Microsoft Office, Administration, Phone Skills, People Skills, Accounts Payable, Accounting, Outlook, Telephone Skills, Event Planning, Nonprofits, Finance, System Administration, Recruiting, Payroll, Accounts Receivable, Teamwork
Education
Green River Community College 2010 — 2012
AAS, Air Traffic Control
Baruch College, City University of New York (CUNY) 2005 — 2009
Accounting/Finance
Gail Reid Gail Reid's Merrill Lynch Experience April 1999 - March 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2012 - Present
Merrill Lynch April 1999 - March 2009
JP Morgan Chase January 1995 - April 1998
Cravath, Swaine & Moore LLP July 1991 - December 1993
Skills
Fixed Income, Series 7, Hedge Funds, Due Diligence, Derivatives, Securities, Investment Banking, Capital Markets, Equities, Private Equity, Risk Management
Education
Barnard College 1986 — 1991
BA, American History
Goldman Sachs August 2012 - Present
Merrill Lynch April 1999 - March 2009
JP Morgan Chase January 1995 - April 1998
Cravath, Swaine & Moore LLP July 1991 - December 1993
Skills
Fixed Income, Series 7, Hedge Funds, Due Diligence, Derivatives, Securities, Investment Banking, Capital Markets, Equities, Private Equity, Risk Management
Education
Barnard College 1986 — 1991
BA, American History
Marilyn Beasley Marilyn Beasley's Merrill Lynch Experience September 2008 - January 2009
Job I Design MissionCritical Mainframe Systems from Inception Through Implementation
Industry Information Technology and Services
Experience
Merrill Lynch September 2008 - January 2009
Health Management Systems July 2007 - December 2007
Morgan Stanley June 1999 - June 2006
American Express 1998 - 1999
Lehman Brothers 1995 - 1998
Skills
Program Management, SQL, Business Analysis, Analysis, SDLC, Testing, User Acceptance Testing, COBOL, Project Management, Requirements Gathering, Business Requirements, DB2, Visio, Requirements Analysis, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1985 — 1986
certificate, computer programming
Merrill Lynch September 2008 - January 2009
Health Management Systems July 2007 - December 2007
Morgan Stanley June 1999 - June 2006
American Express 1998 - 1999
Lehman Brothers 1995 - 1998
Skills
Program Management, SQL, Business Analysis, Analysis, SDLC, Testing, User Acceptance Testing, COBOL, Project Management, Requirements Gathering, Business Requirements, DB2, Visio, Requirements Analysis, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1985 — 1986
certificate, computer programming
Anthony Battista, CPA, CFP® Anthony Battista, CPA, CFP®'s Merrill Lynch Experience May 1995 - July 2009
Job Executive Vice President/Wealth Management Advisor at Vanderbilt Securities, LLC
Industry Financial Services
Experience
Vanderbilt Securities, LLC July 2009 - Present
Merrill Lynch May 1995 - July 2009
Polimeni International March 1987 - May 1995
Druckman & Hill CPA's/Jerome Alter & Co CPA's/Spahr, Lacher, Berk & Naimer, CPA's June 1974 - March 1987
Skills
Wealth Management, 401k, Securities, Retirement Planning, Investments, Pensions, Series 7, Mutual Funds, Financial Advisory, Financial Planning, Asset Allocation, Fixed Income, Investment Advisory, Series 63, Estate Planning, Portfolio Management, Financial Advice, IRA's, Insurance, Investment Strategies, Wealth Management..., Retirement, Alternative Investments, Finance, Financial Services, Equities, Fixed Annuities, Series 65, ETFs, Options, Asset Management, Long Term Care, Annuities, Management
Education
LIU Post 1999 — 2002
CFP, Certified Financial Planning
Baruch College, City University of New York (CUNY) 1972 — 1974
BBA, Accounting
City University of New York-College of Staten Island 1969 — 1972
AAS, Accounting
Bishop Loughlin Memorial High School 1965 — 1969
High School
Vanderbilt Securities, LLC July 2009 - Present
Merrill Lynch May 1995 - July 2009
Polimeni International March 1987 - May 1995
Druckman & Hill CPA's/Jerome Alter & Co CPA's/Spahr, Lacher, Berk & Naimer, CPA's June 1974 - March 1987
Skills
Wealth Management, 401k, Securities, Retirement Planning, Investments, Pensions, Series 7, Mutual Funds, Financial Advisory, Financial Planning, Asset Allocation, Fixed Income, Investment Advisory, Series 63, Estate Planning, Portfolio Management, Financial Advice, IRA's, Insurance, Investment Strategies, Wealth Management..., Retirement, Alternative Investments, Finance, Financial Services, Equities, Fixed Annuities, Series 65, ETFs, Options, Asset Management, Long Term Care, Annuities, Management
Education
LIU Post 1999 — 2002
CFP, Certified Financial Planning
Baruch College, City University of New York (CUNY) 1972 — 1974
BBA, Accounting
City University of New York-College of Staten Island 1969 — 1972
AAS, Accounting
Bishop Loughlin Memorial High School 1965 — 1969
High School
Dan Pitzer Dan Pitzer's Merrill Lynch Experience May 2002 - October 2009
Job Clinical Social Worker, US Dept. of Veterans Affairs
Industry Mental Health Care
Experience
Hellenic Therapy Center July 2014 - Present
VA Medical Center, East Orange NJ September 2012 - Present
Breaking the Chain Counseling, LLC 2009 - Present
ERM Associates February 2007 - Present
Stress Care of NJ, LLC January 2012 - July 2014
Fordham University September 2003 - May 2012
Sunrise Detox Center February 2010 - January 2012
NYU Silver School of Social Work 2009 - 2010
Merrill Lynch May 2002 - October 2009
SEIU Local 32BJ September 2000 - November 2001
Skills
Psychotherapy, Mental Health, Social Services, Adults, Family Therapy, Program Development, Psychology, Treatment, Group Therapy, Adolescents, CBT, Crisis Intervention, Non-profits, Behavioral Health, Public Speaking, Mental Health Counseling, Counseling Psychology, Teaching, Case Managment, Clinical Supervision, Community Outreach, Motivational..., Therapists, Interventions, Nonprofits, Case Management
Education
New York University 1995 — 1997
MSW, Clinical Social Work
Baruch College 1987 — 1992
Bachelor of Business Administration (BBA), Industrial and Organizational Psychology
Hellenic Therapy Center July 2014 - Present
VA Medical Center, East Orange NJ September 2012 - Present
Breaking the Chain Counseling, LLC 2009 - Present
ERM Associates February 2007 - Present
Stress Care of NJ, LLC January 2012 - July 2014
Fordham University September 2003 - May 2012
Sunrise Detox Center February 2010 - January 2012
NYU Silver School of Social Work 2009 - 2010
Merrill Lynch May 2002 - October 2009
SEIU Local 32BJ September 2000 - November 2001
Skills
Psychotherapy, Mental Health, Social Services, Adults, Family Therapy, Program Development, Psychology, Treatment, Group Therapy, Adolescents, CBT, Crisis Intervention, Non-profits, Behavioral Health, Public Speaking, Mental Health Counseling, Counseling Psychology, Teaching, Case Managment, Clinical Supervision, Community Outreach, Motivational..., Therapists, Interventions, Nonprofits, Case Management
Education
New York University 1995 — 1997
MSW, Clinical Social Work
Baruch College 1987 — 1992
Bachelor of Business Administration (BBA), Industrial and Organizational Psychology
Rachel Wolff Rachel Wolff's Merrill Lynch Experience November 1995 - February 2000
Job The Rechtschaffen Group at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
ECFM, L.P. January 2012 - March 2013
Prudential Financial February 2000 - November 2010
Merrill Lynch November 1995 - February 2000
Smith Barney 1993 - 1995
Skills
Options, Derivatives, Bloomberg, Trading, Equities, Commodity, Trading Systems, FINRA, Hedge Funds, Fixed Income, Investment Management, Alternative Investments, Financial Markets, Risk Management, Electronic Trading, Portfolio Management, Investment Strategies, Proprietary Trading, FX Options, Trading Strategies, Mutual Funds, Securities, Microsoft Excel, Volatility, Currency, Middle Office, Settlement, Hedging, Front Office, Back Office, Client Relations Skills, Manage Client..., Reuters, Futures Trading, FX trading, FX Derivatives, Market Research, Online Research, Collateral Management, Collaborative Problem..., Bonds, Equity Trading, Equity Derivatives, ETFs, Prime Brokerage, Asset Allocation, Asset Management, Technical Analysis, Market Data, VBA
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance
City University of New York-Baruch College - Zicklin School of Business
UBS June 2015 - Present
ECFM, L.P. January 2012 - March 2013
Prudential Financial February 2000 - November 2010
Merrill Lynch November 1995 - February 2000
Smith Barney 1993 - 1995
Skills
Options, Derivatives, Bloomberg, Trading, Equities, Commodity, Trading Systems, FINRA, Hedge Funds, Fixed Income, Investment Management, Alternative Investments, Financial Markets, Risk Management, Electronic Trading, Portfolio Management, Investment Strategies, Proprietary Trading, FX Options, Trading Strategies, Mutual Funds, Securities, Microsoft Excel, Volatility, Currency, Middle Office, Settlement, Hedging, Front Office, Back Office, Client Relations Skills, Manage Client..., Reuters, Futures Trading, FX trading, FX Derivatives, Market Research, Online Research, Collateral Management, Collaborative Problem..., Bonds, Equity Trading, Equity Derivatives, ETFs, Prime Brokerage, Asset Allocation, Asset Management, Technical Analysis, Market Data, VBA
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance
City University of New York-Baruch College - Zicklin School of Business
Jenny Viteritti Jenny Viteritti's Merrill Lynch Experience 1993 - 1995
Job Vice President at J.P. Morgan: Alternative Investment Services
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
JV Creative Solutions LLC August 2013 - Present
Swiss Re September 2011 - April 2015
JPMorgan Chase May 2008 - September 2011
Bear Stearns July 1996 - May 2008
Deutsche Bank 1995 - 1996
Merrill Lynch 1993 - 1995
Skills
Derivatives, Hedge Funds, Fixed Income, Swaps, Options, Trading, Prime Brokerage, Credit Derivatives, Dodd-Frank, Risk Management, FX Options, Settlement, Bonds, Portfolio Management, Securities, Finance, Relationship Management, Team Building, Cross-functional Team..., Regulatory Compliance, Talent Management, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan May 2015 - Present
JV Creative Solutions LLC August 2013 - Present
Swiss Re September 2011 - April 2015
JPMorgan Chase May 2008 - September 2011
Bear Stearns July 1996 - May 2008
Deutsche Bank 1995 - 1996
Merrill Lynch 1993 - 1995
Skills
Derivatives, Hedge Funds, Fixed Income, Swaps, Options, Trading, Prime Brokerage, Credit Derivatives, Dodd-Frank, Risk Management, FX Options, Settlement, Bonds, Portfolio Management, Securities, Finance, Relationship Management, Team Building, Cross-functional Team..., Regulatory Compliance, Talent Management, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
Bachelor of Business Administration (BBA), Finance, General
Elliot Khaselev Elliot Khaselev's Merrill Lynch Experience June 2010 - August 2010
Job Senior Financial Data Associate at Moody's
Industry Financial Services
Experience
Moody's Corporation October 2012 - Present
Citi August 2011 - March 2012
Macaulay Business Club April 2009 - June 2011
Merrill Lynch June 2010 - August 2010
Macaulay Business Club July 2009 - May 2010
Skills
PowerPoint, Access, Photoshop, Excel, Bloomberg Terminal, Thomson One, SharePoint, Microsoft Excel, Hedge Funds, Risk Management, Leadership, Finance
Education
City University of New York-Baruch College 2013 — 2016
Master of Business Administration (MBA), Accounting
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance & Investments, Minor in Law
Brooklyn Tech High School 2003 — 2007
Moody's Corporation October 2012 - Present
Citi August 2011 - March 2012
Macaulay Business Club April 2009 - June 2011
Merrill Lynch June 2010 - August 2010
Macaulay Business Club July 2009 - May 2010
Skills
PowerPoint, Access, Photoshop, Excel, Bloomberg Terminal, Thomson One, SharePoint, Microsoft Excel, Hedge Funds, Risk Management, Leadership, Finance
Education
City University of New York-Baruch College 2013 — 2016
Master of Business Administration (MBA), Accounting
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance & Investments, Minor in Law
Brooklyn Tech High School 2003 — 2007
Helen Tay Helen Tay's Merrill Lynch Experience January 2000 - July 2001
Job VP IB Rates Technology at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase Project and Relationship ManagerION TradingNovember 2002 - December 2010
ICAP October 2001 - October 2002
Merrill Lynch January 2000 - July 2001
Skills
Fixed Income, Trading Systems, Business Analysis, Project Management, Integration, Trading, Electronic Trading, Financial Markets
Education
Barnard College 1995 — 1999
BA, Computer Science
JPMorgan Chase Project and Relationship ManagerION TradingNovember 2002 - December 2010
ICAP October 2001 - October 2002
Merrill Lynch January 2000 - July 2001
Skills
Fixed Income, Trading Systems, Business Analysis, Project Management, Integration, Trading, Electronic Trading, Financial Markets
Education
Barnard College 1995 — 1999
BA, Computer Science
Damon J. Boyar's Merrill Lynch Experience 2011 - 2012
Job Financial Advisor : Wealth Management
Industry Financial Services
Experience
LPL Financial June 2012 - Present
Merrill Lynch 2011 - 2012
Newbridge Securities 2006 - 2011
Skills
Portfolio Management, Wealth Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Variable Annuities, Investment Advisory, Asset Managment, Asset Allocation, Multi-generational..., Estate Planning, Strategic Financial..., 401k Rollovers, Licensed Life & Health..., Long Term Care Insurance, Retirement, Wealth, Insurance, Investment Management, Finance, Series 7, Series 63, Series 66
Education
Baruch College 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services
LPL Financial June 2012 - Present
Merrill Lynch 2011 - 2012
Newbridge Securities 2006 - 2011
Skills
Portfolio Management, Wealth Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Variable Annuities, Investment Advisory, Asset Managment, Asset Allocation, Multi-generational..., Estate Planning, Strategic Financial..., 401k Rollovers, Licensed Life & Health..., Long Term Care Insurance, Retirement, Wealth, Insurance, Investment Management, Finance, Series 7, Series 63, Series 66
Education
Baruch College 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Steve Turnier's Merrill Lynch Experience May 2009 - January 2010
Job Underwriter at Universal Property & Casualty Insurance Company
Industry Insurance
Experience
Universal Property & Casualty Insurance Company September 2012 - Present
Northwestern Mutual April 2011 - September 2012
Fairmont Turnberry Hotel and Resort May 2010 - April 2011
United States Department of State Embassy May 2009 - August 2010
Merrill Lynch May 2009 - January 2010
United States Census Bureau January 2009 - August 2009
University August 2006 - August 2009
Barry University July 2006 - August 2009
Barry University 2008 - 2009
Skills
Recruiting, Leadership, Training, Microsoft Word, Customer Service, Social Media, Management, Time Management, Microsoft Office, Event Management, Budgets, Marketing, CRM, Public Speaking, PowerPoint, Strategy, Coaching, Insurance, Interviews, Microsoft Excel, Policy, Networking, Underwriting, Negotiation, Higher Education, Risk Management, Event Planning, Analysis, Strategic Planning, Team Building, Teamwork, Research
Education
Barry University 2006 — 2010
Bachelor of Science, Business Management/Finance
Universal Property & Casualty Insurance Company September 2012 - Present
Northwestern Mutual April 2011 - September 2012
Fairmont Turnberry Hotel and Resort May 2010 - April 2011
United States Department of State Embassy May 2009 - August 2010
Merrill Lynch May 2009 - January 2010
United States Census Bureau January 2009 - August 2009
University August 2006 - August 2009
Barry University July 2006 - August 2009
Barry University 2008 - 2009
Skills
Recruiting, Leadership, Training, Microsoft Word, Customer Service, Social Media, Management, Time Management, Microsoft Office, Event Management, Budgets, Marketing, CRM, Public Speaking, PowerPoint, Strategy, Coaching, Insurance, Interviews, Microsoft Excel, Policy, Networking, Underwriting, Negotiation, Higher Education, Risk Management, Event Planning, Analysis, Strategic Planning, Team Building, Teamwork, Research
Education
Barry University 2006 — 2010
Bachelor of Science, Business Management/Finance
Adrienne Dougherty, MAI Adrienne Dougherty, MAI's Merrill Lynch Experience 2000 - 2002
Job Vice President at Capital One
Industry Real Estate
Experience
Capital One November 2013 - Present
JPMorgan Chase June 2011 - November 2013
CB Richard Ellis January 2008 - June 2011
KTR Newmark Real Estate Services May 2005 - December 2007
Jefferies & Company September 2002 - April 2005
Merrill Lynch 2000 - 2002
Education
UNIVERSITY AT ALBANY
B.S, Business Administration; Finance Concentration
Baruch College
New York State General Licensed Appraiser
Capital One November 2013 - Present
JPMorgan Chase June 2011 - November 2013
CB Richard Ellis January 2008 - June 2011
KTR Newmark Real Estate Services May 2005 - December 2007
Jefferies & Company September 2002 - April 2005
Merrill Lynch 2000 - 2002
Education
UNIVERSITY AT ALBANY
B.S, Business Administration; Finance Concentration
Baruch College
New York State General Licensed Appraiser
Christina Dickhoff Christina Dickhoff's Merrill Lynch Experience 1985 - 1990
Job Vice President of Community Care Services Alzheimer's Community Care
Industry Hospital & Health Care
Experience
Alzheimer's Community Care July 2014 - Present
Brookdale Senior Living January 2013 - July 2014
Sunrise Senior Living November 2008 - December 2012
Sunrise Senior Living September 2007 - November 2008
Charles Schwab 1987 - 1992
Charles schwab 1987 - 1991
Merrill Lynch 1985 - 1990
Skills
Elder Care, Alzheimer's Care, Capital Budgeting, Alzheimer's disease, Case Managment, Gerontology, Healthcare, Healthcare Management, Home Care, Hospitals, Independent Living, Medicaid, Managed Care, Medicare, Nonprofits, Nursing, Operating Budgets, Patient Safety, Rehabilitation, Retirement Homes, Revenue Cycle, Seniors, Long-term Care, Case Management
Education
Barton College 1992 — 1994
BS, Nursing
Lenoir-Rhyne University 1981 — 1985
BA, Business and Economics
Prince Edward Academy 1976 — 1982
diploma
Alzheimer's Community Care July 2014 - Present
Brookdale Senior Living January 2013 - July 2014
Sunrise Senior Living November 2008 - December 2012
Sunrise Senior Living September 2007 - November 2008
Charles Schwab 1987 - 1992
Charles schwab 1987 - 1991
Merrill Lynch 1985 - 1990
Skills
Elder Care, Alzheimer's Care, Capital Budgeting, Alzheimer's disease, Case Managment, Gerontology, Healthcare, Healthcare Management, Home Care, Hospitals, Independent Living, Medicaid, Managed Care, Medicare, Nonprofits, Nursing, Operating Budgets, Patient Safety, Rehabilitation, Retirement Homes, Revenue Cycle, Seniors, Long-term Care, Case Management
Education
Barton College 1992 — 1994
BS, Nursing
Lenoir-Rhyne University 1981 — 1985
BA, Business and Economics
Prince Edward Academy 1976 — 1982
diploma
Patrick Healy Patrick Healy's Merrill Lynch Experience January 1997 - December 1998
Job Disrupter | Innovator | Management | Marketing | Technology | Operations | Digital
Industry Management Consulting
Experience
Phacient April 2010 - Present
Lucky Strikers Social Media Club February 2010 - Present
The Pivot Conference October 2011 - October 2014
Onboard Informatics April 2006 - April 2010
Hill Holliday Advertising January 2006 - March 2006
Euro RSCG March 2001 - January 2005
The Capital Markets Company June 2000 - January 2001
Bear Stearns December 1998 - June 2000
Merrill Lynch January 1997 - December 1998
New York Consulting Partners June 1995 - January 1997
Skills
Marketing Strategy, Online Marketing, Digital Strategy, User Experience, Product Management, Product Development, Business Relationship..., Marketing Management, Operations Management, Microsoft Office, Strategic Sourcing, HTML, Salesforce.com, Social Media, Facebook, Competitive Intelligence, Technology Evaluation, Analytics, Vendor Management, Process Improvement, Corporate Branding, Corporate Communications, Competitive Analysis, Pricing Strategy, Content Strategy, Web Project Management, Strategic Partnerships, Real Estate, Training, Customer Engagement, Data Integration, Collaboration Solutions, Networking, SEO, Social Networking, WordPress, Start-ups, Public Speaking, Content Marketing, SMB, Small Business, Business Networking, Project Management, Localization, Google+, Google Products, Leadership, Online Reputation..., CRM, Social Media Marketing
Education
City University of New York-Baruch College 1997 — 2000
MBA
State University of New York at Stony Brook 1991 — 1995
BA
New Milford High School 1987 — 1991
Graduated
Phacient April 2010 - Present
Lucky Strikers Social Media Club February 2010 - Present
The Pivot Conference October 2011 - October 2014
Onboard Informatics April 2006 - April 2010
Hill Holliday Advertising January 2006 - March 2006
Euro RSCG March 2001 - January 2005
The Capital Markets Company June 2000 - January 2001
Bear Stearns December 1998 - June 2000
Merrill Lynch January 1997 - December 1998
New York Consulting Partners June 1995 - January 1997
Skills
Marketing Strategy, Online Marketing, Digital Strategy, User Experience, Product Management, Product Development, Business Relationship..., Marketing Management, Operations Management, Microsoft Office, Strategic Sourcing, HTML, Salesforce.com, Social Media, Facebook, Competitive Intelligence, Technology Evaluation, Analytics, Vendor Management, Process Improvement, Corporate Branding, Corporate Communications, Competitive Analysis, Pricing Strategy, Content Strategy, Web Project Management, Strategic Partnerships, Real Estate, Training, Customer Engagement, Data Integration, Collaboration Solutions, Networking, SEO, Social Networking, WordPress, Start-ups, Public Speaking, Content Marketing, SMB, Small Business, Business Networking, Project Management, Localization, Google+, Google Products, Leadership, Online Reputation..., CRM, Social Media Marketing
Education
City University of New York-Baruch College 1997 — 2000
MBA
State University of New York at Stony Brook 1991 — 1995
BA
New Milford High School 1987 — 1991
Graduated
Marshall Dumont Marshall Dumont's Merrill Lynch Experience December 2010 - May 2012
Job Branch ManagerFinancial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch December 2010 - May 2012
UBS FINANCIAL SERVICES, INC 2008 - 2010
Merrill Lynch 2007 - 2008
RYAN BECK & CO 2004 - 2007
NORTHEAST SECURITIES INC 2003 - 2004
SARATOGA CAPITAL INC 2003 - 2004
Prudential Securities, Inc. 1997 - 2003
Wells Fargo Advisors 1991 - 2003
PRUDENTIAL SECURITIES INC 1991 - 2003
Education
Cornell University 1979 — 1981
Cornell University
BS, Hotel Management
Baruch College, City University of New York (CUNY)
MBA, International Business
Yeshiva of Flatbush
Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch December 2010 - May 2012
UBS FINANCIAL SERVICES, INC 2008 - 2010
Merrill Lynch 2007 - 2008
RYAN BECK & CO 2004 - 2007
NORTHEAST SECURITIES INC 2003 - 2004
SARATOGA CAPITAL INC 2003 - 2004
Prudential Securities, Inc. 1997 - 2003
Wells Fargo Advisors 1991 - 2003
PRUDENTIAL SECURITIES INC 1991 - 2003
Education
Cornell University 1979 — 1981
Cornell University
BS, Hotel Management
Baruch College, City University of New York (CUNY)
MBA, International Business
Yeshiva of Flatbush
David Kaplan, CFA David Kaplan, CFA's Merrill Lynch Experience November 2004 - January 2005
Job Director, Corporate Ratings at Standard and Poor's
Industry Financial Services
Experience
Standard and Poor's May 2007 - Present
Standard and Poor's April 2005 - April 2007
Merrill Lynch November 2004 - January 2005
Skills
Credit Analysis, Equity Research, Semiconductor Equipment, Valuation, Debt
Education
Zicklin School of Business 2003 — 2004
MBA
York University 1996 — 2000
BAS
Standard and Poor's May 2007 - Present
Standard and Poor's April 2005 - April 2007
Merrill Lynch November 2004 - January 2005
Skills
Credit Analysis, Equity Research, Semiconductor Equipment, Valuation, Debt
Education
Zicklin School of Business 2003 — 2004
MBA
York University 1996 — 2000
BAS
Lev Mavashev's Merrill Lynch Experience March 2004 - June 2006
Job Managing Partner at Alpha Realty
Industry Commercial Real Estate
Experience
Alpha Realty July 2014 - Present
Besen & Associates February 2009 - June 2014
GFI Capital June 2008 - January 2009
Deloitte & Touche June 2006 - June 2008
Merrill Lynch March 2004 - June 2006
Skills
Real Estate, Due Diligence, Investments, Investment Properties, Valuation, Commercial Real Estate, Finance, Financial Modeling, Financial Analysis, Real Estate Development
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Accounting & Economics, Magna Cum Laude
Alpha Realty July 2014 - Present
Besen & Associates February 2009 - June 2014
GFI Capital June 2008 - January 2009
Deloitte & Touche June 2006 - June 2008
Merrill Lynch March 2004 - June 2006
Skills
Real Estate, Due Diligence, Investments, Investment Properties, Valuation, Commercial Real Estate, Finance, Financial Modeling, Financial Analysis, Real Estate Development
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Accounting & Economics, Magna Cum Laude
Helen Singer-Katz Helen Singer-Katz's Merrill Lynch Experience June 1996 - December 2000
Job Residential & Commercial Real Estate Professional
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage September 2011 - Present
Kasin Management Inc. February 1989 - Present
UJA Federation of Northern New Jersey 2004 - 2013
Merrill Lynch June 1996 - December 2000
Lehman Brothers 1975 - 1990
Skills
Real Estate, Public Speaking, Social Media Marketing, Fundraising, Condos, Marketing Communications, Property Management
Education
City University of New York-Baruch College 1981 — 1983
MBA-Candidate
Queens College 1969 — 1973
BA, Industrial Psychology
Coldwell Banker Residential Brokerage September 2011 - Present
Kasin Management Inc. February 1989 - Present
UJA Federation of Northern New Jersey 2004 - 2013
Merrill Lynch June 1996 - December 2000
Lehman Brothers 1975 - 1990
Skills
Real Estate, Public Speaking, Social Media Marketing, Fundraising, Condos, Marketing Communications, Property Management
Education
City University of New York-Baruch College 1981 — 1983
MBA-Candidate
Queens College 1969 — 1973
BA, Industrial Psychology
Lorena Weber Lorena Weber's Merrill Lynch Experience 1999 - 2000
Job Global Account Director
Industry Outsourcing/Offshoring
Experience
RR Donnelley August 2008 - June 2011
Sterling Testing Systems March 2008 - June 2008
CheckFree Investment Services now part of Fiserv 2000 - 2008
Merrill Lynch 1999 - 2000
Thomson Financial 1998 - 1999
The Chase Manhattan Bank 1994 - 1997
Skills
Project Management, Strategy, Leadership, Management, SDLC, Business Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, International Marketing
RR Donnelley August 2008 - June 2011
Sterling Testing Systems March 2008 - June 2008
CheckFree Investment Services now part of Fiserv 2000 - 2008
Merrill Lynch 1999 - 2000
Thomson Financial 1998 - 1999
The Chase Manhattan Bank 1994 - 1997
Skills
Project Management, Strategy, Leadership, Management, SDLC, Business Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, International Marketing
Leah Watson Leah Watson's Merrill Lynch Experience June 2011 - August 2011
Job Consultant, Business Analyst in Finance
Industry Financial Services
Experience
Capco October 2013 - Present
New Jersey Department of Heath, Office of Science September 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Private June 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Visio, Program Management, Financial Services, Project Management, Program Budgeting, Project Coordination, Project Delivery, Management, Customer Service, Business Planning, Business Strategy, Strategic Planning, Data Analysis, Public Speaking, Analysis, Research, Writing, PowerPoint, Microsoft Word, Community Outreach, Spanish, Facebook, Social Media
Education
Barnard College 2009 — 2013
Bachelor of Arts (BA), Environmental Policy
School of International Training 2012 — 2012
Wildlife Conservation and Political Ecology, 4.0
Southampton Senior High School 2005 — 2009
High School Degree
Capco October 2013 - Present
New Jersey Department of Heath, Office of Science September 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Private June 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Visio, Program Management, Financial Services, Project Management, Program Budgeting, Project Coordination, Project Delivery, Management, Customer Service, Business Planning, Business Strategy, Strategic Planning, Data Analysis, Public Speaking, Analysis, Research, Writing, PowerPoint, Microsoft Word, Community Outreach, Spanish, Facebook, Social Media
Education
Barnard College 2009 — 2013
Bachelor of Arts (BA), Environmental Policy
School of International Training 2012 — 2012
Wildlife Conservation and Political Ecology, 4.0
Southampton Senior High School 2005 — 2009
High School Degree
Ariel Fan's Merrill Lynch Experience June 2012 - August 2012
Job Energy Operations Manager at Brighton Management LLC
Industry Real Estate
Experience
Brighton Management LLC February 2015 - Present
Blue Label Events LLC December 2010 - May 2015
Columbia University in the City of New York January 2014 - March 2015
Enterprise Community Partners October 2014 - January 2015
Columbia University Center for Computational Learning Systems August 2013 - July 2014
Lamont-Doherty Earth Observatory September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Brighton Hotel Management LLC June 2012 - August 2012
Intercollegiate Taiwanese American Students Association (ITASA) June 2011 - May 2012
Louis International Patent Office June 2011 - August 2011
Skills
Event Management, Sustainability, Photoshop, Research, Environmental Policy, Energy Efficiency, Building Management..., Marketing Strategy, Project Management, ArcGIS, QuickBooks, Leadership, Management, Venture Capital, Business Development, Event Planning
Education
Barnard College 2010 — 2014
Columbia University in the City of New York 2010 — 2014
Environmental Policy, Economics, Art History
Brighton Management LLC February 2015 - Present
Blue Label Events LLC December 2010 - May 2015
Columbia University in the City of New York January 2014 - March 2015
Enterprise Community Partners October 2014 - January 2015
Columbia University Center for Computational Learning Systems August 2013 - July 2014
Lamont-Doherty Earth Observatory September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Brighton Hotel Management LLC June 2012 - August 2012
Intercollegiate Taiwanese American Students Association (ITASA) June 2011 - May 2012
Louis International Patent Office June 2011 - August 2011
Skills
Event Management, Sustainability, Photoshop, Research, Environmental Policy, Energy Efficiency, Building Management..., Marketing Strategy, Project Management, ArcGIS, QuickBooks, Leadership, Management, Venture Capital, Business Development, Event Planning
Education
Barnard College 2010 — 2014
Columbia University in the City of New York 2010 — 2014
Environmental Policy, Economics, Art History
Gary L. Garber's Merrill Lynch Experience 1985 - 1994
Job CHIEF INFORMATION OFFICER Technology, Operations and Business Strategy
Industry Information Technology and Services
Experience
Boston Private Bank and Trust Company 2007 - 2015
Fidelity Investments 1994 - 2006
Merrill Lynch 1985 - 1994
The Depository Trust & Clearing Corporation 1983 - 1985
Manufacturers Hanover Trust 1982 - 1983
Skills
Vendor Management, Business Process..., Management Consulting, Budgets, Business Planning, Business Process..., Data Center, Financial Services, IT Management, IT Strategy, Leadership, Negotiation, Outsourcing, Program Management, Risk Management, Strategic Planning, Business Analysis, Business Intelligence, SDLC, Software Development
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Information Systems
University at Buffalo
Bachelor of Arts (BA), Psychology, cum laude
Boston Private Bank and Trust Company 2007 - 2015
Fidelity Investments 1994 - 2006
Merrill Lynch 1985 - 1994
The Depository Trust & Clearing Corporation 1983 - 1985
Manufacturers Hanover Trust 1982 - 1983
Skills
Vendor Management, Business Process..., Management Consulting, Budgets, Business Planning, Business Process..., Data Center, Financial Services, IT Management, IT Strategy, Leadership, Negotiation, Outsourcing, Program Management, Risk Management, Strategic Planning, Business Analysis, Business Intelligence, SDLC, Software Development
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Information Systems
University at Buffalo
Bachelor of Arts (BA), Psychology, cum laude
Tomas Benitez-Rionda's Merrill Lynch Experience May 1995 - September 2000
Job
Industry Real Estate
Experience
NR Investments September 2015 - Present
Fortune International Realty February 2014 - Present
Cervera Real Estate Inc March 2012 - February 2014
Interinvestments Realty October 2011 - March 2012
Sterne Agee November 2010 - January 2012
HSBC Private Bank October 2000 - January 2009
Merrill Lynch May 1995 - September 2000
HSBC Private Bank August 1991 - May 1995
Wells Fargo April 1974 - August 1991
PNC September 1972 - March 1974
Skills
Real Estate License, Trust Management, Personal Trust, Wealth Management, Private Banking, Management, Financial Services, Strategic Financial..., Investment Advisory, Commercial Real Estate, Credit, Principled, Adept problem-solver, Mature Judgement and..., Honesty/Integrity/Morali..., Interpersonal..., flexibility/adaptability..., International..., multi-lingual, Tenacity and Ethics, Team Building, Business Strategy, Creative Thinking, Strategic Negotiations, Contract Negotiation, Leadership, Anti Money Laundering, Quantitative Analytics, computer literate
Education
Georgetown University 1968 — 1970
Master of Arts (M.A.), Economics
University of Miami 1964 — 1968
Bachelor of Arts (B.A.), Sociology, History
Southern Methodist University 1982 — 1983
Analytical Accounting
Barry University 1981 — 1982
Analyzying Financial Statements
Universidad Complutense de Madrid 1966 — 1972
Diploma en Estudios Hispanicos, International Economics, Graduated
American Institute of Banking 1976 — 1980
Advanced Certificate of Banking, All aspects of Banking
Ibbotson Associates 1995 — 1999
Asset Allocation, Various courses in Asset Allocation and The Efficient Frontier
Cervera Academy 2012 — 2013
Top 12 Sales Training Program, Advanced Sales Training
Cervera Academy 2012 — 2012
Compliance Series 7 Training Program, Compliance
Malvern Preparatory School, Malvern , Pennsylvania 1960 — 1963
High School, Regular/General High School/Secondary Diploma Program, A
NR Investments September 2015 - Present
Fortune International Realty February 2014 - Present
Cervera Real Estate Inc March 2012 - February 2014
Interinvestments Realty October 2011 - March 2012
Sterne Agee November 2010 - January 2012
HSBC Private Bank October 2000 - January 2009
Merrill Lynch May 1995 - September 2000
HSBC Private Bank August 1991 - May 1995
Wells Fargo April 1974 - August 1991
PNC September 1972 - March 1974
Skills
Real Estate License, Trust Management, Personal Trust, Wealth Management, Private Banking, Management, Financial Services, Strategic Financial..., Investment Advisory, Commercial Real Estate, Credit, Principled, Adept problem-solver, Mature Judgement and..., Honesty/Integrity/Morali..., Interpersonal..., flexibility/adaptability..., International..., multi-lingual, Tenacity and Ethics, Team Building, Business Strategy, Creative Thinking, Strategic Negotiations, Contract Negotiation, Leadership, Anti Money Laundering, Quantitative Analytics, computer literate
Education
Georgetown University 1968 — 1970
Master of Arts (M.A.), Economics
University of Miami 1964 — 1968
Bachelor of Arts (B.A.), Sociology, History
Southern Methodist University 1982 — 1983
Analytical Accounting
Barry University 1981 — 1982
Analyzying Financial Statements
Universidad Complutense de Madrid 1966 — 1972
Diploma en Estudios Hispanicos, International Economics, Graduated
American Institute of Banking 1976 — 1980
Advanced Certificate of Banking, All aspects of Banking
Ibbotson Associates 1995 — 1999
Asset Allocation, Various courses in Asset Allocation and The Efficient Frontier
Cervera Academy 2012 — 2013
Top 12 Sales Training Program, Advanced Sales Training
Cervera Academy 2012 — 2012
Compliance Series 7 Training Program, Compliance
Malvern Preparatory School, Malvern , Pennsylvania 1960 — 1963
High School, Regular/General High School/Secondary Diploma Program, A
Aude Waura's Merrill Lynch Experience October 2011 - December 2011
Job MS in Accounting and Taxation (Feb 2015) || CPA Track
Industry Higher Education
Experience
Deloitte June 2014 - June 2014
PwC June 2012 - October 2012
Merrill Lynch October 2011 - December 2011
City University of New York January 2011 - October 2011
Club Saoti June 2007 - August 2007
Skills
Microsoft Office, Global Outlook, QuickBooks, French, Spanish, Gin, Lotus Notes, Globus, Account Reconciliation, Financial Accounting, Financial Statements, General Ledger, Microsoft Excel, Payroll, PowerPoint, Accounting
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Georgia Southern University 2007 — 2009
Accounting
Deloitte June 2014 - June 2014
PwC June 2012 - October 2012
Merrill Lynch October 2011 - December 2011
City University of New York January 2011 - October 2011
Club Saoti June 2007 - August 2007
Skills
Microsoft Office, Global Outlook, QuickBooks, French, Spanish, Gin, Lotus Notes, Globus, Account Reconciliation, Financial Accounting, Financial Statements, General Ledger, Microsoft Excel, Payroll, PowerPoint, Accounting
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Georgia Southern University 2007 — 2009
Accounting
Jean Bart Jean Bart's Merrill Lynch Experience March 1997 - March 2004
Job Director Amherst Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities June 2015 - Present
Guggenheim Partners May 2012 - May 2015
Bank of America July 2007 - March 2012
HSBC May 2004 - May 2007
Merrill Lynch March 1997 - March 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Series 7, Hedge Funds, Derivatives, Portfolio Management, Trading, Series 63, Investments, Securities, Bonds, Structured Products, Investment Banking, Alternative Investments
Education
Barnard College 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1994 — 1995
Wyoming Seminary Preparatory School 1988 — 1992
Amherst Pierpont Securities June 2015 - Present
Guggenheim Partners May 2012 - May 2015
Bank of America July 2007 - March 2012
HSBC May 2004 - May 2007
Merrill Lynch March 1997 - March 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Series 7, Hedge Funds, Derivatives, Portfolio Management, Trading, Series 63, Investments, Securities, Bonds, Structured Products, Investment Banking, Alternative Investments
Education
Barnard College 1992 — 1996
Bachelor of Arts (BA), Economics
London School of Economics and Political Science 1994 — 1995
Wyoming Seminary Preparatory School 1988 — 1992
Jeffrey Chan's Merrill Lynch Experience September 2009 - March 2010
Job Analyst at S&P Dow Jones Indices, Custom Indices Team
Industry Financial Services
Experience
S&P Dow Jones Indices, Custom Indices Team March 2015 - Present
Standard & Poor's, CUSIP Global Services July 2014 - March 2015
Mizuho Capital Markets Corp. July 2012 - February 2014
Anchin, Block & Anchin LLP January 2013 - May 2013
Merrill Lynch September 2009 - March 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Technologies, Microsoft Excel, Research, Financial Analysis, Financial Modeling, Access, Finance, Public Speaking, Customer Service, Teamwork, Social Media, Fixed Income Analysis, Spreadsheet Analysis, Microsoft Powerpoint, MS Excel Pivot Tables, IT Audit, Income Tax, Internal Audit, Corporate Tax, Analysis, Data Analysis
Education
Bernard M. Baruch Honors College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
Hunter College High School 2006 — 2010
S&P Dow Jones Indices, Custom Indices Team March 2015 - Present
Standard & Poor's, CUSIP Global Services July 2014 - March 2015
Mizuho Capital Markets Corp. July 2012 - February 2014
Anchin, Block & Anchin LLP January 2013 - May 2013
Merrill Lynch September 2009 - March 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Technologies, Microsoft Excel, Research, Financial Analysis, Financial Modeling, Access, Finance, Public Speaking, Customer Service, Teamwork, Social Media, Fixed Income Analysis, Spreadsheet Analysis, Microsoft Powerpoint, MS Excel Pivot Tables, IT Audit, Income Tax, Internal Audit, Corporate Tax, Analysis, Data Analysis
Education
Bernard M. Baruch Honors College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
Hunter College High School 2006 — 2010
Isaac Games, CFA's Merrill Lynch Experience October 2005 - March 2007
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2012 - Present
OppenheimerFunds March 2010 - June 2012
Conifer Financial Services March 2007 - March 2010
Merrill Lynch October 2005 - March 2007
Texas State Library and Archives Commission 2002 - 2004
Skills
Derivatives, Market Risk, Fixed Income, Software Development, Risk Management, Statistics, Business Analysis, Risk Metrics, VAR, Financial Risk..., Management Consulting, Municipal Bonds, Leveraged Finance, High Yield Bonds, Basel II, Basel III, Dodd-Frank
Education
Parsons School of Design 2014 — 2015
City University of New York-Baruch College - Zicklin School of Business
Statistics
Texas Tech University - Rawls College of Business
M.S., Management Information Systems
Texas Tech University - Rawls College of Business
B.B.A., Accounting
Bank of America Merrill Lynch June 2012 - Present
OppenheimerFunds March 2010 - June 2012
Conifer Financial Services March 2007 - March 2010
Merrill Lynch October 2005 - March 2007
Texas State Library and Archives Commission 2002 - 2004
Skills
Derivatives, Market Risk, Fixed Income, Software Development, Risk Management, Statistics, Business Analysis, Risk Metrics, VAR, Financial Risk..., Management Consulting, Municipal Bonds, Leveraged Finance, High Yield Bonds, Basel II, Basel III, Dodd-Frank
Education
Parsons School of Design 2014 — 2015
City University of New York-Baruch College - Zicklin School of Business
Statistics
Texas Tech University - Rawls College of Business
M.S., Management Information Systems
Texas Tech University - Rawls College of Business
B.B.A., Accounting
Lucy Cruz, MBA Lucy Cruz, MBA's Merrill Lynch Experience 1992 - 1995
Job Vice President, Risk Analysis Specialist at Bank of America
Industry Financial Services
Experience
Bank of America 2012 - Present
RBS Global Banking & Markets April 2010 - December 2011
Omnium LLC (fka Citadel Solutions) June 2007 - March 2009
Morgan Stanley May 2005 - May 2007
Goldman Sachs 1999 - 2005
CIBC 1995 - 1999
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Hedge Funds, Derivatives, Swaps, Investment Banking, CDS, Trading Systems, FX, Equities, Options, Credit Derivatives, Prime Brokerage, Middle Office, Structured Products, Capital Markets, Equity Derivatives, FX Options, Interest Rate...
Education
Hofstra University 1993 — 1997
MBA, International Business
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
BBA, Finance
Bank of America 2012 - Present
RBS Global Banking & Markets April 2010 - December 2011
Omnium LLC (fka Citadel Solutions) June 2007 - March 2009
Morgan Stanley May 2005 - May 2007
Goldman Sachs 1999 - 2005
CIBC 1995 - 1999
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Hedge Funds, Derivatives, Swaps, Investment Banking, CDS, Trading Systems, FX, Equities, Options, Credit Derivatives, Prime Brokerage, Middle Office, Structured Products, Capital Markets, Equity Derivatives, FX Options, Interest Rate...
Education
Hofstra University 1993 — 1997
MBA, International Business
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
BBA, Finance
Laurie H. Liu, MBA, MS's Merrill Lynch Experience July 1998 - July 2000
Job Actively seeking approriate career opportunities Relationshipbuilding/Valuation/M&A/Private Equity
Industry Financial Services
Experience
Various professional organizations November 2008 - Present
KPMG LLP December 2007 - October 2008
Grant Thornton LLP October 2006 - December 2007
Willamette Management Associates April 2006 - September 2006
Ernst & Young LLP September 2004 - February 2006
McGraw Hill Financial (Standard and Poor's Ratings) July 2002 - July 2004
Morgan Stanley June 2001 - August 2001
Merrill Lynch July 1998 - July 2000
Skills
Insightful advice to..., Financial Modeling, Due Diligence, Purposeful relationship..., Mergers & Acquisitions, Business Valuation, Financial Analysis, Equities, Private Equity, IPO, Economics, Business Development, Corporate Finance, Finance, Financial Services, Strategic Thinking, Strategy, Derivatives, Fixed Income, Litigation Support, Restructuring, Venture Capital, Banking, Investment Banking, Accounting, Leadership, Strategic Financial..., Business Due Diligence, Financial Modelling, Portfolio Company..., Valuation of Other..., Understanding of..., Establishing and..., Understanding of..., Market knowledge:..., Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Baruch College, City University of New York (CUNY) 1996 — 1998
MS, Accountancy
Capital Normal University 1992 — 1994
Bachelor's Degree, English
UWC Adriatic College (UWCAD) 1990 — 1992
I.B.
Beijing No. 4 High School 1984 — 1990
High School Diploma
Various professional organizations November 2008 - Present
KPMG LLP December 2007 - October 2008
Grant Thornton LLP October 2006 - December 2007
Willamette Management Associates April 2006 - September 2006
Ernst & Young LLP September 2004 - February 2006
McGraw Hill Financial (Standard and Poor's Ratings) July 2002 - July 2004
Morgan Stanley June 2001 - August 2001
Merrill Lynch July 1998 - July 2000
Skills
Insightful advice to..., Financial Modeling, Due Diligence, Purposeful relationship..., Mergers & Acquisitions, Business Valuation, Financial Analysis, Equities, Private Equity, IPO, Economics, Business Development, Corporate Finance, Finance, Financial Services, Strategic Thinking, Strategy, Derivatives, Fixed Income, Litigation Support, Restructuring, Venture Capital, Banking, Investment Banking, Accounting, Leadership, Strategic Financial..., Business Due Diligence, Financial Modelling, Portfolio Company..., Valuation of Other..., Understanding of..., Establishing and..., Understanding of..., Market knowledge:..., Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Baruch College, City University of New York (CUNY) 1996 — 1998
MS, Accountancy
Capital Normal University 1992 — 1994
Bachelor's Degree, English
UWC Adriatic College (UWCAD) 1990 — 1992
I.B.
Beijing No. 4 High School 1984 — 1990
High School Diploma
Bobby Dick Bobby Dick's Merrill Lynch Experience June 1990 - Present
Job Senior vicepresident at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1990 - Present
Skills
Investments, Customer Service, Strategic Planning, Team Building, Finance
Education
Barry University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Barry University
Master of Business Administration (M.B.A.)
Lincoln high school
Merrill Lynch June 1990 - Present
Skills
Investments, Customer Service, Strategic Planning, Team Building, Finance
Education
Barry University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Barry University
Master of Business Administration (M.B.A.)
Lincoln high school
Arthur Volfovsky's Merrill Lynch Experience September 2001 - February 2002
Job Senior Project Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters January 2015 - Present
Morgan Stanley Investment Management July 2012 - May 2014
Citi August 2011 - May 2012
Goldman Sachs March 2011 - July 2011
Thomson Reuters September 2008 - January 2011
Debevoise & Plimpton February 2008 - May 2008
UBS February 2007 - December 2007
Bank of America March 2002 - December 2006
Merrill Lynch September 2001 - February 2002
ABN AMRO Bank N.V. December 2000 - September 2001
Skills
Project Management, Program Management, IT Infrastructure..., Network Administration, Windows 7, Business Analysis, ITIL, Change Management, Risk Management, Fishing, Management, PMO, Microsoft SQL Server, PMP, Six Sigma, Market Data, Full SDLC, Cross-functional Team..., SQL, Offshore Management, Team Management, Project Planning, Disaster Recovery, Business Continuity, IT Management, Integration, Networking, Requirements Analysis, SDLC, System Administration, Windows Server
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master’s Degree, Information Technology Project Management
City University of New York-Hunter College 1996 — 2002
Bachelor's Degree, Economics / Computer Science
Thomson Reuters January 2015 - Present
Morgan Stanley Investment Management July 2012 - May 2014
Citi August 2011 - May 2012
Goldman Sachs March 2011 - July 2011
Thomson Reuters September 2008 - January 2011
Debevoise & Plimpton February 2008 - May 2008
UBS February 2007 - December 2007
Bank of America March 2002 - December 2006
Merrill Lynch September 2001 - February 2002
ABN AMRO Bank N.V. December 2000 - September 2001
Skills
Project Management, Program Management, IT Infrastructure..., Network Administration, Windows 7, Business Analysis, ITIL, Change Management, Risk Management, Fishing, Management, PMO, Microsoft SQL Server, PMP, Six Sigma, Market Data, Full SDLC, Cross-functional Team..., SQL, Offshore Management, Team Management, Project Planning, Disaster Recovery, Business Continuity, IT Management, Integration, Networking, Requirements Analysis, SDLC, System Administration, Windows Server
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master’s Degree, Information Technology Project Management
City University of New York-Hunter College 1996 — 2002
Bachelor's Degree, Economics / Computer Science
Sofia E. Sema Sofia E. Sema's Merrill Lynch Experience February 2007 - June 2007
Job Private Placements, Investment Banking
Industry Investment Banking
Experience
H.C. Wainwright & Co., LLC December 2014 - Present
Maxim Group, LLC July 2010 - November 2014
Advanced Equities November 2007 - July 2010
Matrix Investment Research/Matrix USA LLC June 2007 - November 2007
Merrill Lynch February 2007 - June 2007
Merrill Lynch August 2006 - February 2007
Astor Realty July 2002 - February 2007
Skills
Private Equity, Investment Banking, Venture Capital, Investments, Alternative Investments, Equity Research, Mergers & Acquisitions, Equities, Finance, Hedge Funds, Mergers, Banking, Securities, Capital Markets, Valuation, Trading, Bloomberg, Asset Management, Bonds, Due Diligence, Series 7, Series 63, Series 79, Risk Management, Bloomberg Terminal, Corporate Finance, Emerging Markets, Fixed Income, Financial Modeling, Wealth Management, C/C++ STL
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2007
BBA
Long Island City High School 2000 — 2002
high school Diploma
H.C. Wainwright & Co., LLC December 2014 - Present
Maxim Group, LLC July 2010 - November 2014
Advanced Equities November 2007 - July 2010
Matrix Investment Research/Matrix USA LLC June 2007 - November 2007
Merrill Lynch February 2007 - June 2007
Merrill Lynch August 2006 - February 2007
Astor Realty July 2002 - February 2007
Skills
Private Equity, Investment Banking, Venture Capital, Investments, Alternative Investments, Equity Research, Mergers & Acquisitions, Equities, Finance, Hedge Funds, Mergers, Banking, Securities, Capital Markets, Valuation, Trading, Bloomberg, Asset Management, Bonds, Due Diligence, Series 7, Series 63, Series 79, Risk Management, Bloomberg Terminal, Corporate Finance, Emerging Markets, Fixed Income, Financial Modeling, Wealth Management, C/C++ STL
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2007
BBA
Long Island City High School 2000 — 2002
high school Diploma
Jackie Mai Jackie Mai's Merrill Lynch Experience July 2008 - September 2008
Job IT Consultant at FDM Group
Industry Banking
Experience
FDM Group November 2014 - Present
JPMorgan Chase June 2013 - November 2014
Elite Learning Group Inc July 2006 - June 2013
Merrill Lynch July 2008 - September 2008
Citigroup July 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Research, Financial Analysis, Investments, Financial Modeling, Valuation, Customer Service, C++, Economics, Teamwork, Data Analysis, Project Management, SQL, ITIL, SDLC, Business Analysis
Education
Binghamton University 2009 — 2012
Bachelor of Science, Financial Economics
Baruch College, City University of New York (CUNY) 2008 — 2008
Bachelor's Degree, Accounting and Finance, 3.65
John Dewey High School
FDM Group November 2014 - Present
JPMorgan Chase June 2013 - November 2014
Elite Learning Group Inc July 2006 - June 2013
Merrill Lynch July 2008 - September 2008
Citigroup July 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Research, Financial Analysis, Investments, Financial Modeling, Valuation, Customer Service, C++, Economics, Teamwork, Data Analysis, Project Management, SQL, ITIL, SDLC, Business Analysis
Education
Binghamton University 2009 — 2012
Bachelor of Science, Financial Economics
Baruch College, City University of New York (CUNY) 2008 — 2008
Bachelor's Degree, Accounting and Finance, 3.65
John Dewey High School
Charles Bernard's Merrill Lynch Experience January 1990 - January 1998
Job Manager Speaker Bureau
Industry Marketing and Advertising
Experience
IntraMed Educational Group June 2014 - Present
IntraMed Educational Group April 2013 - June 2014
IntraMed Educational Group November 2011 - April 2013
KnowledgePoint360 Group April 2009 - September 2011
Bear Stearns October 2000 - August 2008
Lehman Brothers Bank 1998 - 2000
Merrill Lynch January 1990 - January 1998
Skills
Vendor Management, Project Management, Customer Service, Process Improvement, Management, Team Building, Recruiting, Training, Outlook, Leadership, CRM, Event Planning, PowerPoint, Social Media Marketing, Marketing, Human Resources, Sales, Competitive Analysis, New Business Development, Time Management, Public Speaking
Education
City University of New York-Baruch College
BA, Corporate Communications
Julia Richman High School
High School Diploma, Humanities
IntraMed Educational Group June 2014 - Present
IntraMed Educational Group April 2013 - June 2014
IntraMed Educational Group November 2011 - April 2013
KnowledgePoint360 Group April 2009 - September 2011
Bear Stearns October 2000 - August 2008
Lehman Brothers Bank 1998 - 2000
Merrill Lynch January 1990 - January 1998
Skills
Vendor Management, Project Management, Customer Service, Process Improvement, Management, Team Building, Recruiting, Training, Outlook, Leadership, CRM, Event Planning, PowerPoint, Social Media Marketing, Marketing, Human Resources, Sales, Competitive Analysis, New Business Development, Time Management, Public Speaking
Education
City University of New York-Baruch College
BA, Corporate Communications
Julia Richman High School
High School Diploma, Humanities
Dr. Sylvia Lucy Millar's Merrill Lynch Experience November 1997 - July 2006
Job Pastoral Resident at Siesta Key ChapelPresbyterian
Industry Marketing and Advertising
Experience
Siesta Key Chapel-Presbyterian September 2015 - Present
Saks Fifth Avenue March 2015 - Present
Nestle S.A. September 2014 - Present
American Presbyterian Church January 2009 - Present
Lawrence Residential Funding Corp NMLS 302955 April 2012 - June 2013
Wells Fargo Bank March 2011 - June 2012
Givenetwork.org January 2008 - June 2012
Tampa Examiner August 2010 - March 2011
Merrill Lynch November 1997 - July 2006
Napa Valley Grille, Tavistock Restaurants, LLC September 1996 - November 1996
Skills
Writing, Editing, Proofreading, Sales Management, Marketing Communications, Brokerage, Pastoral Care, Community Outreach, Loans, Public Speaking, Journalism, Press Releases, Event Planning, Blogging, Social Media, Public Relations, Mortgage, Newsletters, Retail Banking, Cross-functional Team..., Research, Nonprofits, Volunteer Management, Team Building, Leadership Development, Fundraising, Program Management, Strategic Planning, Investments, Facebook, Sales, Marketing, Social Media Marketing, Media Relations, Social Networking, Coaching, Small Business, Mortgage Lending, Entrepreneurship
Education
Biblical Theological Seminary 2009 — 2013
Doctorate, Ministry
Biblical Theological Seminary 2005 — 2008
MDIV, Ministry Leadership
Occidental College 1985 — 1991
BA, American Studies
Barnard College 1983 — 1984
BA, English
Middlesex School 1979 — 1983
High School Diploma with HIgh Honors, English
Princeton Day School 1979 — 1981
Siesta Key Chapel-Presbyterian September 2015 - Present
Saks Fifth Avenue March 2015 - Present
Nestle S.A. September 2014 - Present
American Presbyterian Church January 2009 - Present
Lawrence Residential Funding Corp NMLS 302955 April 2012 - June 2013
Wells Fargo Bank March 2011 - June 2012
Givenetwork.org January 2008 - June 2012
Tampa Examiner August 2010 - March 2011
Merrill Lynch November 1997 - July 2006
Napa Valley Grille, Tavistock Restaurants, LLC September 1996 - November 1996
Skills
Writing, Editing, Proofreading, Sales Management, Marketing Communications, Brokerage, Pastoral Care, Community Outreach, Loans, Public Speaking, Journalism, Press Releases, Event Planning, Blogging, Social Media, Public Relations, Mortgage, Newsletters, Retail Banking, Cross-functional Team..., Research, Nonprofits, Volunteer Management, Team Building, Leadership Development, Fundraising, Program Management, Strategic Planning, Investments, Facebook, Sales, Marketing, Social Media Marketing, Media Relations, Social Networking, Coaching, Small Business, Mortgage Lending, Entrepreneurship
Education
Biblical Theological Seminary 2009 — 2013
Doctorate, Ministry
Biblical Theological Seminary 2005 — 2008
MDIV, Ministry Leadership
Occidental College 1985 — 1991
BA, American Studies
Barnard College 1983 — 1984
BA, English
Middlesex School 1979 — 1983
High School Diploma with HIgh Honors, English
Princeton Day School 1979 — 1981
Naintara Goodgame's Merrill Lynch Experience October 2014 - Present
Job East Asian Studies Major at Barnard College, Columbia University
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Black Girls Rock July 2014 - August 2014
Contemporary Obstetrics and Gynecology March 2013 - September 2013
Breakthrough Atlanta June 2012 - August 2013
Skills
EMR, Microsoft Excel, Insurance, Finance, Healthcare Management, Healthcare, Microsoft Word, Program Development, Microsoft Office, Customer Service, Agarose Gel..., Laboratory Skills, Gel Electrophoresis, Leadership, Community Engagement
Education
Barnard College 2011 — 2015
Bachelor of Arts (B.A.), East Asian Languages, Literatures, and Linguistics
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), East Asian Languages, Literatures, and Linguistics
Merrill Lynch October 2014 - Present
Black Girls Rock July 2014 - August 2014
Contemporary Obstetrics and Gynecology March 2013 - September 2013
Breakthrough Atlanta June 2012 - August 2013
Skills
EMR, Microsoft Excel, Insurance, Finance, Healthcare Management, Healthcare, Microsoft Word, Program Development, Microsoft Office, Customer Service, Agarose Gel..., Laboratory Skills, Gel Electrophoresis, Leadership, Community Engagement
Education
Barnard College 2011 — 2015
Bachelor of Arts (B.A.), East Asian Languages, Literatures, and Linguistics
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), East Asian Languages, Literatures, and Linguistics
Mark Holod Mark Holod's Merrill Lynch Experience November 1997 - March 2008
Job Vice President, Commercial Real Estate Broker
Industry Real Estate
Experience
John D. Hastings, Inc. Commercial Real Estate January 2010 - Present
Access Trade Management 2009 - 2010
Prudential Commercial Real Estate May 2009 - December 2009
Merrill Lynch November 1997 - March 2008
Active Asset Recovery, LP 1992 - 1997
Kenneth D. Laub Associates 1991 - 1992
MarchBuyers Realty 1991 - 1992
The Chase Manhattan Corporation 1987 - 1991
PepsiCo 1979 - 1987
Trustees of the Penn Central Transportation Company 1976 - 1979
Skills
Organizational..., Real Estate, Brokerage, Corporate Real Estate, Due Diligence, Real Estate Economics, Real Estate Transactions, Commercial Real Estate, Location Intelligence, Investments, Real Estate Development, Contract Negotiation, Leases, Asset Managment, Strategic Planning, Strategy, Negotiation, Acquisitions
Education
Baruch College, City University of New York (CUNY) 1975 — 1982
MBA, Marketing
City University of New York City College 1966 — 1970
BA, Political Science
John D. Hastings, Inc. Commercial Real Estate January 2010 - Present
Access Trade Management 2009 - 2010
Prudential Commercial Real Estate May 2009 - December 2009
Merrill Lynch November 1997 - March 2008
Active Asset Recovery, LP 1992 - 1997
Kenneth D. Laub Associates 1991 - 1992
MarchBuyers Realty 1991 - 1992
The Chase Manhattan Corporation 1987 - 1991
PepsiCo 1979 - 1987
Trustees of the Penn Central Transportation Company 1976 - 1979
Skills
Organizational..., Real Estate, Brokerage, Corporate Real Estate, Due Diligence, Real Estate Economics, Real Estate Transactions, Commercial Real Estate, Location Intelligence, Investments, Real Estate Development, Contract Negotiation, Leases, Asset Managment, Strategic Planning, Strategy, Negotiation, Acquisitions
Education
Baruch College, City University of New York (CUNY) 1975 — 1982
MBA, Marketing
City University of New York City College 1966 — 1970
BA, Political Science
Trellanee Moore-Adderley Trellanee Moore-Adderley's Merrill Lynch Experience August 2011 - April 2013
Job Experienced Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Ameritas July 2013 - February 2015
Merrill Lynch August 2011 - April 2013
The Ritz-Carlton Abaco Club 2009 - 2010
SunTrust Banks, Inc 2003 - 2006
ING Investment Management 2000 - 2003
Eagle Asset Management 1996 - 1999
Franklin Templeton Investments 1996 - 1996
Skills
Retirement Planning, Education Planning, Risk Management, Insurance Strategies, Financial Planning, Business Strategies
Education
Barry University 1993 — 1995
MBA, Finance
University of Florida 1988 — 1992
BSBA, Finance
AXA Advisors February 2015 - Present
Ameritas July 2013 - February 2015
Merrill Lynch August 2011 - April 2013
The Ritz-Carlton Abaco Club 2009 - 2010
SunTrust Banks, Inc 2003 - 2006
ING Investment Management 2000 - 2003
Eagle Asset Management 1996 - 1999
Franklin Templeton Investments 1996 - 1996
Skills
Retirement Planning, Education Planning, Risk Management, Insurance Strategies, Financial Planning, Business Strategies
Education
Barry University 1993 — 1995
MBA, Finance
University of Florida 1988 — 1992
BSBA, Finance
Michael Frustaci Michael Frustaci's Merrill Lynch Experience August 2003 - July 2006
Job Financial Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company 2007 - December 2014
Deutsche Bank July 2006 - September 2007
Merrill Lynch August 2003 - July 2006
Merrill Lynch June 2000 - July 2003
Pershing, a BNY Mellon company October 1999 - June 2000
Skills
Options, Equities, Equity Derivatives, Derivatives, Index Options, Client Services, Internal Audit, External Audit, FINRA, SEC Financial Reporting, Commercial Funding, Residential Funding, Collateral Management, Series 7, Equity Trading, Securities, Trading, Trading Systems, Portfolio Management, Hedge Funds
Education
Barry University 1994 — 1999
Bachelor's degree, Economics and Finance
Pershing, a BNY Mellon company 2007 - December 2014
Deutsche Bank July 2006 - September 2007
Merrill Lynch August 2003 - July 2006
Merrill Lynch June 2000 - July 2003
Pershing, a BNY Mellon company October 1999 - June 2000
Skills
Options, Equities, Equity Derivatives, Derivatives, Index Options, Client Services, Internal Audit, External Audit, FINRA, SEC Financial Reporting, Commercial Funding, Residential Funding, Collateral Management, Series 7, Equity Trading, Securities, Trading, Trading Systems, Portfolio Management, Hedge Funds
Education
Barry University 1994 — 1999
Bachelor's degree, Economics and Finance
Sean Cooney's Merrill Lynch Experience February 2011 - May 2011
Job Analyst, Energy Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2013 - Present
Dundee Capital Markets July 2012 - July 2013
Dundee Capital Markets May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Calfrac Well Services May 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Public Speaking
Education
Barry University 2008 — 2012
BSBA (Honors), Double Major: Finance & Accounting
Strathcona Tweedsmuir School
High School
BMO Capital Markets October 2013 - Present
Dundee Capital Markets July 2012 - July 2013
Dundee Capital Markets May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Calfrac Well Services May 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Public Speaking
Education
Barry University 2008 — 2012
BSBA (Honors), Double Major: Finance & Accounting
Strathcona Tweedsmuir School
High School
Talya Bock Talya Bock's Merrill Lynch Experience February 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Morgan Stanley Smith Barney December 2010 - February 2012
BMO Capital Markets July 2006 - August 2009
Skills
Wealth Management..., Series 7, Strategic Financial..., Insurance, Equities, Investment Banking, Wealth, Retirement Planning, Finance
Education
Barnard College, Columbia University 2001 — 2006
BA, Economic History
Jewish Theological Seminary of America 2001 — 2006
MA, Jewish Education; BA, Talmud (Jewish Law)
Merrill Lynch February 2012 - Present
Morgan Stanley Smith Barney December 2010 - February 2012
BMO Capital Markets July 2006 - August 2009
Skills
Wealth Management..., Series 7, Strategic Financial..., Insurance, Equities, Investment Banking, Wealth, Retirement Planning, Finance
Education
Barnard College, Columbia University 2001 — 2006
BA, Economic History
Jewish Theological Seminary of America 2001 — 2006
MA, Jewish Education; BA, Talmud (Jewish Law)
Joshua Daniel Brown, CAS Joshua Daniel Brown, CAS's Merrill Lynch Experience 1997 - 2011
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Merrill Lynch 1997 - 2011
Lew Lieberbaum & Company Inc 1994 - 1997
Education
Baruch College
BBA, Finance, Accounting & Marketing
Ameriprise Financial Services, Inc. 2011 - Present
Merrill Lynch 1997 - 2011
Lew Lieberbaum & Company Inc 1994 - 1997
Education
Baruch College
BBA, Finance, Accounting & Marketing
Kelly F. Sinn Kelly F. Sinn's Merrill Lynch Experience September 2008 - September 2009
Job Senior Implementation Consultant at Reval
Industry Higher Education
Experience
Reval June 2013 - Present
IBM Global Business Services January 2013 - May 2013
IBM Global Business Services January 2011 - January 2013
Disney ABC Television Group September 2010 - December 2010
IBM Global Business Services June 2010 - August 2010
Penn Schoen Berland January 2010 - May 2010
MTV Networks September 2009 - December 2009
Merrill Lynch September 2008 - September 2009
Willie Mae Rock Camp for Girls January 2008 - August 2008
JASA September 2007 - January 2008
Skills
Data Analysis, Strategy, Market Research, Management Consulting, Microsoft Office, Microsoft Excel, PowerPoint, Analytics, Business Analysis, Research, Financial Analysis, Risk Management, Finance, Financial Services, Cash Management, Global Cash Management
Education
Barnard College 2007 — 2011
Bachelor of Arts, Economic History, Dance
Columbia University in the City of New York 2007 — 2011
BA, Economic History, Dance
Reval June 2013 - Present
IBM Global Business Services January 2013 - May 2013
IBM Global Business Services January 2011 - January 2013
Disney ABC Television Group September 2010 - December 2010
IBM Global Business Services June 2010 - August 2010
Penn Schoen Berland January 2010 - May 2010
MTV Networks September 2009 - December 2009
Merrill Lynch September 2008 - September 2009
Willie Mae Rock Camp for Girls January 2008 - August 2008
JASA September 2007 - January 2008
Skills
Data Analysis, Strategy, Market Research, Management Consulting, Microsoft Office, Microsoft Excel, PowerPoint, Analytics, Business Analysis, Research, Financial Analysis, Risk Management, Finance, Financial Services, Cash Management, Global Cash Management
Education
Barnard College 2007 — 2011
Bachelor of Arts, Economic History, Dance
Columbia University in the City of New York 2007 — 2011
BA, Economic History, Dance
Matthew Helbling Matthew Helbling's Merrill Lynch Experience October 2011 - Present
Job Legal Analyst Third Party Services at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch October 2011 - Present
Merrill Lynch July 2011 - October 2011
Zecchetti USA February 2009 - August 2011
Danaher Motion August 2004 - February 2005
Skills
Accounting, Legal Compliance, Legal Support, Account Reconciliation, Corporate Law, Auditing, Legal Assistance, Legal Research, Tax, Mergers, Time Management, Corporate Governance, Securities
Education
Barry University - Dwayne O. Andreas School of Law 2005 — 2008
J.D., Law
Randolph-Macon College 1999 — 2004
B.A., Accounting, Political Science
Merrill Lynch October 2011 - Present
Merrill Lynch July 2011 - October 2011
Zecchetti USA February 2009 - August 2011
Danaher Motion August 2004 - February 2005
Skills
Accounting, Legal Compliance, Legal Support, Account Reconciliation, Corporate Law, Auditing, Legal Assistance, Legal Research, Tax, Mergers, Time Management, Corporate Governance, Securities
Education
Barry University - Dwayne O. Andreas School of Law 2005 — 2008
J.D., Law
Randolph-Macon College 1999 — 2004
B.A., Accounting, Political Science
Leo Gabovich Leo Gabovich's Merrill Lynch Experience February 2008 - May 2008
Job New York State Excelsior Fellow at NYS Department of Taxation and Finance
Industry Government Administration
Experience
New York State Department of Taxation and Finance September 2013 - Present
New York State Unified Court System February 2013 - May 2013
Federal Litigation Clinic; Lincoln Square Legal Services August 2012 - January 2013
Fordham Law School June 2011 - January 2013
New York State Unified Court System June 2012 - August 2012
New York City Transit December 2011 - May 2012
UBS Wealth Management June 2009 - July 2010
CBBLD, Inc. July 2008 - May 2009
AIESEC Baruch August 2007 - January 2009
Merrill Lynch February 2008 - May 2008
Skills
Equity Research, Project Management, Strategic Planning, Microsoft Word, Financial Statement..., Financial Modeling, Derivatives, Bloomberg, Market Research, Finance, Economics, Financial Analysis, Research, Due Diligence
Education
Fordham University School of Law 2010 — 2013
JD
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments
New York State Department of Taxation and Finance September 2013 - Present
New York State Unified Court System February 2013 - May 2013
Federal Litigation Clinic; Lincoln Square Legal Services August 2012 - January 2013
Fordham Law School June 2011 - January 2013
New York State Unified Court System June 2012 - August 2012
New York City Transit December 2011 - May 2012
UBS Wealth Management June 2009 - July 2010
CBBLD, Inc. July 2008 - May 2009
AIESEC Baruch August 2007 - January 2009
Merrill Lynch February 2008 - May 2008
Skills
Equity Research, Project Management, Strategic Planning, Microsoft Word, Financial Statement..., Financial Modeling, Derivatives, Bloomberg, Market Research, Finance, Economics, Financial Analysis, Research, Due Diligence
Education
Fordham University School of Law 2010 — 2013
JD
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments
Keren Daskin's Merrill Lynch Experience June 2008 - August 2008
Job Senior Project Manager at Penn Schoen Berland
Industry Research
Experience
Penn Schoen Berland June 2014 - Present
Penn Schoen Berland October 2013 - June 2014
Penn Schoen Berland August 2012 - October 2013
Penn Schoen Berland June 2011 - August 2012
Seward & Kissel LLP August 2010 - June 2011
Barnard College September 2009 - May 2010
Merrill Lynch June 2008 - August 2008
Skills
Research, Editing, Social Media, PowerPoint, Qualitative Research, Microsoft Office, Microsoft Excel, SPSS, Data Analysis, Radian6, Writing, Proposal Writing, InDesign, Questionnaire Design, Analysis, Media, Market Research, Quantitative Research, Survey Design, Online Research, Customer Insight
Education
Barnard College 2007 — 2010
BA, History and Political Science
Columbia University in the City of New York 2007 — 2010
Tel Aviv University 2009 — 2009
Wesleyan University 2006 — 2007
Penn Schoen Berland June 2014 - Present
Penn Schoen Berland October 2013 - June 2014
Penn Schoen Berland August 2012 - October 2013
Penn Schoen Berland June 2011 - August 2012
Seward & Kissel LLP August 2010 - June 2011
Barnard College September 2009 - May 2010
Merrill Lynch June 2008 - August 2008
Skills
Research, Editing, Social Media, PowerPoint, Qualitative Research, Microsoft Office, Microsoft Excel, SPSS, Data Analysis, Radian6, Writing, Proposal Writing, InDesign, Questionnaire Design, Analysis, Media, Market Research, Quantitative Research, Survey Design, Online Research, Customer Insight
Education
Barnard College 2007 — 2010
BA, History and Political Science
Columbia University in the City of New York 2007 — 2010
Tel Aviv University 2009 — 2009
Wesleyan University 2006 — 2007
Michelle M Campbell, MBA, PMP's Merrill Lynch Experience September 2003 - February 2008
Job Global Program Manager Corporate Social Responsibility, Change Catalyst, Philanthropist
Industry Financial Services
Experience
Private April 2015 - Present
Private March 2014 - April 2015
Prudential Financial February 2008 - February 2014
Merrill Lynch September 2003 - February 2008
Skills
Business Analysis, Portfolio Management, Fixed Income, Financial Services, Financial Analysis, Risk Management, Financial Modeling, Vendor Management, PMP, Program Management, Process Improvement, Relationship Management, Project Management, Equities, strategic development, new business development, product development, business case, leadership, negotiation, coaching, training, employee engagement, talent development, transformation, operations, Leadership, Training, Business Strategy, Coaching, PMO, Strategic Planning, Strategy, Analysis, Project Delivery, Cross-functional Team..., Management, Finance, Project Portfolio..., Business Process..., Change Management, SDLC, Human Resources
Education
Villanova University 2014 — 2014
Certificate
Cornell University 2013 — 2013
Certificate
City University of New York-Baruch College 1999 — 2003
MBA
City University of New York-Brooklyn College 1996 — 1999
BS
Private April 2015 - Present
Private March 2014 - April 2015
Prudential Financial February 2008 - February 2014
Merrill Lynch September 2003 - February 2008
Skills
Business Analysis, Portfolio Management, Fixed Income, Financial Services, Financial Analysis, Risk Management, Financial Modeling, Vendor Management, PMP, Program Management, Process Improvement, Relationship Management, Project Management, Equities, strategic development, new business development, product development, business case, leadership, negotiation, coaching, training, employee engagement, talent development, transformation, operations, Leadership, Training, Business Strategy, Coaching, PMO, Strategic Planning, Strategy, Analysis, Project Delivery, Cross-functional Team..., Management, Finance, Project Portfolio..., Business Process..., Change Management, SDLC, Human Resources
Education
Villanova University 2014 — 2014
Certificate
Cornell University 2013 — 2013
Certificate
City University of New York-Baruch College 1999 — 2003
MBA
City University of New York-Brooklyn College 1996 — 1999
BS
Artur Zaytsev's Merrill Lynch Experience September 2004 - January 2005
Job COO/CFO at CentMobile
Industry Financial Services
Experience
CentMobile January 2011 - Present
COA January 2010 - Present
Unison Technologies, Inc. April 2008 - November 2009
StanaCard, LLC October 2007 - November 2009
Deloitte & Touche USA LLP January 2005 - October 2007
Merrill Lynch September 2004 - January 2005
Intermedia.NET May 2002 - December 2003
IBM February 1999 - January 2002
Independent Consultant September 1997 - February 1999
Andersen Consulting LLP January 1995 - September 1997
Skills
Access, Excel, C++, Java, Bloomberg, Financial Analysis, Analysis, Accounting, Visual Basic, Microsoft Excel, Financial Modeling, Project Planning, Finance, Budgets, Software Development, Business Planning, Internal Controls, Enterprise Software, VBA, Business Analysis, Analytics, Networking, Strategic Planning, Team Leadership
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Accountancy
University of Minnesota-Twin Cities 1991 — 1995
BS, Mathematics
University of Minnesota-Twin Cities 1991 — 1995
BS, Economics
CentMobile January 2011 - Present
COA January 2010 - Present
Unison Technologies, Inc. April 2008 - November 2009
StanaCard, LLC October 2007 - November 2009
Deloitte & Touche USA LLP January 2005 - October 2007
Merrill Lynch September 2004 - January 2005
Intermedia.NET May 2002 - December 2003
IBM February 1999 - January 2002
Independent Consultant September 1997 - February 1999
Andersen Consulting LLP January 1995 - September 1997
Skills
Access, Excel, C++, Java, Bloomberg, Financial Analysis, Analysis, Accounting, Visual Basic, Microsoft Excel, Financial Modeling, Project Planning, Finance, Budgets, Software Development, Business Planning, Internal Controls, Enterprise Software, VBA, Business Analysis, Analytics, Networking, Strategic Planning, Team Leadership
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Accountancy
University of Minnesota-Twin Cities 1991 — 1995
BS, Mathematics
University of Minnesota-Twin Cities 1991 — 1995
BS, Economics
Adele Cobham's Merrill Lynch Experience April 2007 - September 2007
Job Project Manager at SAP Americas
Industry Information Technology and Services
Experience
SAP Americas June 2008 - Present
Johnson & Johnson October 2007 - June 2008
Merrill Lynch April 2007 - September 2007
GMAC Bank August 2006 - March 2007
JPMorgan Chase Global Finance January 2006 - August 2006
Chase Card Services January 2005 - January 2006
Unisys 2002 - 2005
SAP 2001 - 2003
Niku 2001 - 2001
Siebel Systems 2000 - 2001
Education
Baruch College, CUNY 1985 — 1986
M.S., Management Information Systems
Syracuse University 1970 — 1974
B.S., Anthropology
SAP Americas June 2008 - Present
Johnson & Johnson October 2007 - June 2008
Merrill Lynch April 2007 - September 2007
GMAC Bank August 2006 - March 2007
JPMorgan Chase Global Finance January 2006 - August 2006
Chase Card Services January 2005 - January 2006
Unisys 2002 - 2005
SAP 2001 - 2003
Niku 2001 - 2001
Siebel Systems 2000 - 2001
Education
Baruch College, CUNY 1985 — 1986
M.S., Management Information Systems
Syracuse University 1970 — 1974
B.S., Anthropology
Leonette Ferebee, PMP, CSM's Merrill Lynch Experience June 2006 - March 2007
Job Project Manager / Process Analyst at Enterprise Solution Providers
Industry Financial Services
Experience
Enterprise Solution Providers February 2011 - Present
Morgan Stanley 2010 - February 2011
Thomson Reuters October 2008 - December 2009
Bowne November 2007 - October 2008
ICAP April 2007 - August 2007
Merrill Lynch June 2006 - March 2007
Credit Suisse October 2004 - March 2005
Sungard Trading Systems November 2002 - February 2004
Deutsche Bank May 2001 - May 2002
Pricewaterhouse Coopers 2000 - 2001
Skills
Project Management, Vendor Management, ITIL, Product Management, Change Management, Market Data, PMP, Management, Equities, Investment Banking, Fixed Income, Analysis, SDLC, Trading, Business Analysis, Team Building, Quality Assurance, Software Project..., PMO
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA, Computer Information Systems
Bernard M. Baruch
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Enterprise Solution Providers February 2011 - Present
Morgan Stanley 2010 - February 2011
Thomson Reuters October 2008 - December 2009
Bowne November 2007 - October 2008
ICAP April 2007 - August 2007
Merrill Lynch June 2006 - March 2007
Credit Suisse October 2004 - March 2005
Sungard Trading Systems November 2002 - February 2004
Deutsche Bank May 2001 - May 2002
Pricewaterhouse Coopers 2000 - 2001
Skills
Project Management, Vendor Management, ITIL, Product Management, Change Management, Market Data, PMP, Management, Equities, Investment Banking, Fixed Income, Analysis, SDLC, Trading, Business Analysis, Team Building, Quality Assurance, Software Project..., PMO
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA, Computer Information Systems
Bernard M. Baruch
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Mary Beth Kabak's Merrill Lynch Experience June 2007 - December 2008
Job Lead Program Manager, US Foundation Program at National Grid
Industry Utilities
Experience
National Grid March 2010 - Present
Bank of America December 2008 - February 2010
Merrill Lynch June 2007 - December 2008
Morgan Stanley October 2006 - June 2007
KeySpan Corportation October 2004 - October 2006
KeySpan Corporation January 2004 - October 2004
Skills
Strategic Financial..., Risk Management, Business Intelligence, Finance, Investment Management, Process Improvement, Management, PMO, Program Management, Wealth Management, Change Management, Strategic Planning, Financial Advisory
Education
Baruch College 2004 — 2011
Dual MBA, Operations Management and Finance
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelors of Science, Finance and Accounting
National Grid March 2010 - Present
Bank of America December 2008 - February 2010
Merrill Lynch June 2007 - December 2008
Morgan Stanley October 2006 - June 2007
KeySpan Corportation October 2004 - October 2006
KeySpan Corporation January 2004 - October 2004
Skills
Strategic Financial..., Risk Management, Business Intelligence, Finance, Investment Management, Process Improvement, Management, PMO, Program Management, Wealth Management, Change Management, Strategic Planning, Financial Advisory
Education
Baruch College 2004 — 2011
Dual MBA, Operations Management and Finance
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelors of Science, Finance and Accounting
Matthew Slavin's Merrill Lynch Experience October 2005 - June 2007
Job Senior Developer at FXall
Industry Financial Services
Experience
FXall September 2011 - Present
Jefferies & Company October 2009 - February 2011
Tradeweb March 2008 - October 2009
Malbec Partners September 2007 - December 2007
Merrill Lynch October 2005 - June 2007
JP Morgan/Chase July 2005 - October 2005
Barclay's Capital, PLC. September 2004 - July 2005
Caxton Associates, L.L.C. August 2001 - September 2004
National Discount Brokers June 1999 - August 2001
Skills
Programming, Derivatives, C#, Java, C++, Visual Basic, Market Data, Commodity, Windows, SQL, Business Analysis, Agile Methodologies, SDLC, Financial Services, VBA, Trading Systems, Acting
Education
Baruch College 2013 — 2015
CIS
City University of New York-Hunter College 1998 — 1999
Computer Science
Baruch college 1995 — 1997
Business Administration and Management, General
FXall September 2011 - Present
Jefferies & Company October 2009 - February 2011
Tradeweb March 2008 - October 2009
Malbec Partners September 2007 - December 2007
Merrill Lynch October 2005 - June 2007
JP Morgan/Chase July 2005 - October 2005
Barclay's Capital, PLC. September 2004 - July 2005
Caxton Associates, L.L.C. August 2001 - September 2004
National Discount Brokers June 1999 - August 2001
Skills
Programming, Derivatives, C#, Java, C++, Visual Basic, Market Data, Commodity, Windows, SQL, Business Analysis, Agile Methodologies, SDLC, Financial Services, VBA, Trading Systems, Acting
Education
Baruch College 2013 — 2015
CIS
City University of New York-Hunter College 1998 — 1999
Computer Science
Baruch college 1995 — 1997
Business Administration and Management, General
Joseph Pedone's Merrill Lynch Experience June 1992 - July 1998
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2004 - Present
Credit Suisse August 2000 - November 2004
Donaldson, Lufkin and Jenrette March 2000 - July 2000
PricewaterhouseCoopers August 1998 - March 2000
Merrill Lynch June 1992 - July 1998
Skills
Release Management, SDLC, Software Project..., Change Management, Project Management, Software Quality..., Asset Managment, Quality Assurance, Incident Management, Testing, Investment Banking, Fixed Income, PMO, Program Management, Agile Methodologies, IT Management, Business Continuity, Business Analysis, Vendor Management, IT Operations, Infrastructure, IT Strategy, Management, Information Technology, Asset Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MBA, Information Systems
Binghamton University 1988 — 1992
BS, Computer Science
JPMorgan Chase November 2004 - Present
Credit Suisse August 2000 - November 2004
Donaldson, Lufkin and Jenrette March 2000 - July 2000
PricewaterhouseCoopers August 1998 - March 2000
Merrill Lynch June 1992 - July 1998
Skills
Release Management, SDLC, Software Project..., Change Management, Project Management, Software Quality..., Asset Managment, Quality Assurance, Incident Management, Testing, Investment Banking, Fixed Income, PMO, Program Management, Agile Methodologies, IT Management, Business Continuity, Business Analysis, Vendor Management, IT Operations, Infrastructure, IT Strategy, Management, Information Technology, Asset Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MBA, Information Systems
Binghamton University 1988 — 1992
BS, Computer Science
Song Won Chon's Merrill Lynch Experience April 2010 - Present
Job Experienced Private Equity Marketing and Investor Relations Professional
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Citi Private Equity July 2000 - April 2010
Skadden, Arps, Slate, Meagher & Flom September 1999 - July 2000
Matthew Bender & Co., Inc. August 1995 - September 1999
Shearman & Sterling 1991 - 1992
Skills
Alternative Investments, Series 7, Investor Relations, Wealth Management, Investments, Private Equity, Portfolio Management, Investment Management, Financial Services, Venture Capital, Financial Analysis, Asset Allocation, Fixed Income, Financial Markets, Emerging Markets, Risk Management
Education
Fordham University School of Law 1992 — 1995
JD
Barnard College 1987 — 1991
AB, English
Merrill Lynch April 2010 - Present
Citi Private Equity July 2000 - April 2010
Skadden, Arps, Slate, Meagher & Flom September 1999 - July 2000
Matthew Bender & Co., Inc. August 1995 - September 1999
Shearman & Sterling 1991 - 1992
Skills
Alternative Investments, Series 7, Investor Relations, Wealth Management, Investments, Private Equity, Portfolio Management, Investment Management, Financial Services, Venture Capital, Financial Analysis, Asset Allocation, Fixed Income, Financial Markets, Emerging Markets, Risk Management
Education
Fordham University School of Law 1992 — 1995
JD
Barnard College 1987 — 1991
AB, English
Annie Curcie's Merrill Lynch Experience January 2003 - September 2004
Job Sr. Quality Assurance Analyst at OpenLink Financial Inc,
Industry Computer Software
Experience
OpenLink Financial Inc, September 2004 - Present
Open Link Financial Inc September 2004 - February 2013
Merrill Lynch January 2003 - September 2004
Merrill Lynch January 2000 - January 2003
J.P. Morgan June 1990 - January 2000
Skills
QTP, Test Automation, Software Quality..., Quality Center, Test Cases, Manual Testing, User Acceptance Testing, SDLC, System Testing, Testing, Quality Assurance, SQL, Requirements Analysis, Agile Methodologies, Software Project..., Unix, Requirements Gathering, Business Requirements
Education
Polytechnic University 1992 — 1993
Computer Science
City University of New York-Baruch College 1985 — 1990
Computer and Information Systems Security/Information Assurance
OpenLink Financial Inc, September 2004 - Present
Open Link Financial Inc September 2004 - February 2013
Merrill Lynch January 2003 - September 2004
Merrill Lynch January 2000 - January 2003
J.P. Morgan June 1990 - January 2000
Skills
QTP, Test Automation, Software Quality..., Quality Center, Test Cases, Manual Testing, User Acceptance Testing, SDLC, System Testing, Testing, Quality Assurance, SQL, Requirements Analysis, Agile Methodologies, Software Project..., Unix, Requirements Gathering, Business Requirements
Education
Polytechnic University 1992 — 1993
Computer Science
City University of New York-Baruch College 1985 — 1990
Computer and Information Systems Security/Information Assurance
Karol Evans's Merrill Lynch Experience Manager PerformanceBank of America2009 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Manager PerformanceBank of America2009 - Present
CheckFree/FISERV 1997 - 2007
Skills
Portfolio Management, Fixed Income, Equities, Financial Services, Trading Systems, Relationship Management, Mutual Funds, Business Analysis, Wealth Management, SDLC, Asset Managment, Product Management, Securities, Back Office, Investment Management, Trading, Requirements Gathering, Capital Markets, Derivatives, Business Requirements
Education
Barnard College 1982 — 1986
Merrill Lynch Manager PerformanceBank of America2009 - Present
CheckFree/FISERV 1997 - 2007
Skills
Portfolio Management, Fixed Income, Equities, Financial Services, Trading Systems, Relationship Management, Mutual Funds, Business Analysis, Wealth Management, SDLC, Asset Managment, Product Management, Securities, Back Office, Investment Management, Trading, Requirements Gathering, Capital Markets, Derivatives, Business Requirements
Education
Barnard College 1982 — 1986
Ray Ferngren MBA CRPC®'s Merrill Lynch Experience January 2006 - March 2013
Job Pension Administration Manager at City of Jacksonville
Industry Government Administration
Experience
City of Jacksonville March 2013 - Present
Merrill Lynch January 2006 - March 2013
Charles Schwab & Co. Inc. 2000 - 2005
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Financial Services, Financial Advisory, Finance, Asset Allocation, Securities, Fixed Annuities, Portfolio Management, Strategic Financial..., Financial Planning, Equities, Fixed Income, ETFs, Trading, IRAs, 401k, Payroll
Education
University of Phoenix 2003 — 2005
MBA, Accounting, Management
Barry University 1996 — 1997
Bachelor of Business Administration
Florida State University 1980 — 1984
Business Admin, Accounting, Management
Cardinal Gibbons High School, Ft. Lauderdale
College Prep
City of Jacksonville March 2013 - Present
Merrill Lynch January 2006 - March 2013
Charles Schwab & Co. Inc. 2000 - 2005
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Financial Services, Financial Advisory, Finance, Asset Allocation, Securities, Fixed Annuities, Portfolio Management, Strategic Financial..., Financial Planning, Equities, Fixed Income, ETFs, Trading, IRAs, 401k, Payroll
Education
University of Phoenix 2003 — 2005
MBA, Accounting, Management
Barry University 1996 — 1997
Bachelor of Business Administration
Florida State University 1980 — 1984
Business Admin, Accounting, Management
Cardinal Gibbons High School, Ft. Lauderdale
College Prep
Franco N. Zayas's Merrill Lynch Experience 2007 - 2007
Job Managing Director, Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance - Supply Chain Finance November 2013 - Present
Wells Fargo Capital Finance f/k/a Castle Pines Capital International 2007 - November 2013
GE Commercial Finance June 2005 - April 2007
Merrill Lynch 2007 - 2007
Little League Baseball - Weston Area 2002 - 2006
GE Commercial Distribution Finance (f/k/a Transamerica Distribution Finance) January 2005 - May 2005
Transamerica Commercial Finance Corporation May 2001 - May 2005
Stryker 2004 - 2005
Transamerica Distribution Finance 2001 - 2004
IBM Global Finance 1997 - 1998
Skills
Financial Analysis, Sales, Credit, Loans, Credit Analysis, Marketing, Credit Risk, Structured Finance, Asset Based Lending, Management, Due Diligence, Finance, Financial Risk, Commercial Lending, Banking, Risk Management, Accounting
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1992 — 1995
Master of Business Administration (M.B.A.), International Marketing
Barry University 1990 — 1992
BS, Accounting
Wells Fargo Capital Finance - Supply Chain Finance November 2013 - Present
Wells Fargo Capital Finance f/k/a Castle Pines Capital International 2007 - November 2013
GE Commercial Finance June 2005 - April 2007
Merrill Lynch 2007 - 2007
Little League Baseball - Weston Area 2002 - 2006
GE Commercial Distribution Finance (f/k/a Transamerica Distribution Finance) January 2005 - May 2005
Transamerica Commercial Finance Corporation May 2001 - May 2005
Stryker 2004 - 2005
Transamerica Distribution Finance 2001 - 2004
IBM Global Finance 1997 - 1998
Skills
Financial Analysis, Sales, Credit, Loans, Credit Analysis, Marketing, Credit Risk, Structured Finance, Asset Based Lending, Management, Due Diligence, Finance, Financial Risk, Commercial Lending, Banking, Risk Management, Accounting
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1992 — 1995
Master of Business Administration (M.B.A.), International Marketing
Barry University 1990 — 1992
BS, Accounting
Virgilio Guma's Merrill Lynch Experience 2005 - 2008
Job Veotoro LLC
Industry Financial Services
Experience
Veotoro LLC January 2008 - Present
Veotoro Management LLC January 2008 - July 2015
CHEMIUM INTERNATIONAL CORP. June 2014 - September 2014
BioUrja Trading LLC September 2011 - October 2013
Merrill Lynch 2005 - 2008
RWE Trading 2001 - 2005
Williams Energy 1999 - 2001
Texaco 1996 - 1999
King Ocean 1994 - 1996
Petrolea Oil Corporation June 1990 - June 1994
Skills
Options, Commodity, Hedging, Commodity Markets, Energy, Trading, Management, Derivatives, Volatility, Electronic Trading, Natural Gas, Petroleum, Structured Products, Leadership, Market Risk, Risk Management, Arbitrage, Swaps, Commodity Risk..., Hedge Funds, Proprietary Trading, Trading Systems, Valuation, Energy Markets, Trading Strategies, Alternative Investments, Business Strategy, Equities, Financial Modeling, Energy Industry, Negotiation, Oil & Gas, Strategic Planning, Gas, Portfolio Management, Analysis, Financial Markets, Contract Negotiation, Financial Analysis, Investments
Education
Barry University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Barry University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Veotoro LLC January 2008 - Present
Veotoro Management LLC January 2008 - July 2015
CHEMIUM INTERNATIONAL CORP. June 2014 - September 2014
BioUrja Trading LLC September 2011 - October 2013
Merrill Lynch 2005 - 2008
RWE Trading 2001 - 2005
Williams Energy 1999 - 2001
Texaco 1996 - 1999
King Ocean 1994 - 1996
Petrolea Oil Corporation June 1990 - June 1994
Skills
Options, Commodity, Hedging, Commodity Markets, Energy, Trading, Management, Derivatives, Volatility, Electronic Trading, Natural Gas, Petroleum, Structured Products, Leadership, Market Risk, Risk Management, Arbitrage, Swaps, Commodity Risk..., Hedge Funds, Proprietary Trading, Trading Systems, Valuation, Energy Markets, Trading Strategies, Alternative Investments, Business Strategy, Equities, Financial Modeling, Energy Industry, Negotiation, Oil & Gas, Strategic Planning, Gas, Portfolio Management, Analysis, Financial Markets, Contract Negotiation, Financial Analysis, Investments
Education
Barry University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Barry University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Debbie Schwartz's Merrill Lynch Experience August 2000 - July 2005
Job
Industry Financial Services
Experience
Independent Consultant January 2014 - Present
Wedbush Securities April 2013 - September 2013
Nero Advisors 2008 - 2012
Credit Suisse First Boston June 2006 - July 2007
HSBC June 2005 - June 2006
Merrill Lynch August 2000 - July 2005
Paul Hastings June 1996 - December 1998
Clifford Chance Rogers & Wells September 1991 - March 1996
Skills
Financial Advisory, Business Strategy, Investment Banking, Private Equity, Valuation, Equities, Leveraged Finance, Retail, IPO, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Strategy, Securities, Due Diligence, Finance, LBO, Structured Finance
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
Barnard College
BA
New York University School of Law
JD
Independent Consultant January 2014 - Present
Wedbush Securities April 2013 - September 2013
Nero Advisors 2008 - 2012
Credit Suisse First Boston June 2006 - July 2007
HSBC June 2005 - June 2006
Merrill Lynch August 2000 - July 2005
Paul Hastings June 1996 - December 1998
Clifford Chance Rogers & Wells September 1991 - March 1996
Skills
Financial Advisory, Business Strategy, Investment Banking, Private Equity, Valuation, Equities, Leveraged Finance, Retail, IPO, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Strategy, Securities, Due Diligence, Finance, LBO, Structured Finance
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
Barnard College
BA
New York University School of Law
JD
Gerald Concepcion's Merrill Lynch Experience April 1999 - March 2002
Job VP at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2010 - Present
RailWorks December 2008 - March 2010
Bear Stearns March 2002 - August 2008
Merrill Lynch April 1999 - March 2002
PaineWebber April 1997 - April 1999
Skills
Accounting, Analysis, Strategic Financial..., Due Diligence, Forecasting, Investment Banking, Financial Planning, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Guggenheim Partners August 2010 - Present
RailWorks December 2008 - March 2010
Bear Stearns March 2002 - August 2008
Merrill Lynch April 1999 - March 2002
PaineWebber April 1997 - April 1999
Skills
Accounting, Analysis, Strategic Financial..., Due Diligence, Forecasting, Investment Banking, Financial Planning, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Arvind Jagarnath's Merrill Lynch Experience June 2005 - August 2005
Job Mergers and Acquisitions at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan August 2011 - February 2015
J.P. Morgan October 2008 - August 2011
J.P. Morgan June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Arch Insurance Group June 2004 - June 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
BBA, Finance & Investments, Mathematics
J.P. Morgan February 2015 - Present
J.P. Morgan August 2011 - February 2015
J.P. Morgan October 2008 - August 2011
J.P. Morgan June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Arch Insurance Group June 2004 - June 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
BBA, Finance & Investments, Mathematics
Jane Marie Keller's Merrill Lynch Experience April 1974 - September 1982
Job
Industry Nonprofit Organization Management
Experience
Community Based Services February 2015 - Present
V.N.A. Home Health Services of Hudson Valley October 2014 - Present
Q's News n Views October 1997 - Present
Tappan Zee Bridge Project February 2008 - July 2012
Greystone Programs Inc. April 2004 - October 2011
Mid Hudson Coalition June 2008 - June 2009
Private May 1993 - April 1994
Avon Products January 1983 - February 1984
Merrill Lynch April 1974 - September 1982
Skills
Investments, Securities, Forecasting, Strategic Planning, Financial Analysis, Research, Economics, Portfolio Management, Financial Modeling, Business Strategy, Project Management, Microsoft Excel, Public Speaking, Risk Management, Market Research, Spanish, Analysis, Microsoft Office, Data Analysis, Management, Organization, Mental Health Care, Financial Markets, Social Media Marketing, Entrepreneurship, Financial Services, Negotiation, Options, Leadership, Strategy, Business Planning, Credit, Strategic Financial..., Trading, Management Consulting, Marketing Strategy, Fundraising, Sales, Executive Management, Mergers & Acquisitions, Finance, Commodity, Grant Writing, Nonprofits, Psychology, Organizational..., Leadership Development, Training, Small Business, Social Networking
Education
Dutchess Community College 2004 — 2004
non credit business classes, Business
Dutchess Community College 2003 — 2003
Doing Business with China
College of White Plains, North Broadway,White Plains,NY 10601 1973 — 1974
English, Psychology, Sociology,History.
Baruch College
The City University of New York
Developmental Disabilities
Pace University
none yet, History, Experiential Life and credits upon completion
Pace University Lubin School of Finance/2004
Pace University Lubin School of Finance/ 2003
Community Based Services February 2015 - Present
V.N.A. Home Health Services of Hudson Valley October 2014 - Present
Q's News n Views October 1997 - Present
Tappan Zee Bridge Project February 2008 - July 2012
Greystone Programs Inc. April 2004 - October 2011
Mid Hudson Coalition June 2008 - June 2009
Private May 1993 - April 1994
Avon Products January 1983 - February 1984
Merrill Lynch April 1974 - September 1982
Skills
Investments, Securities, Forecasting, Strategic Planning, Financial Analysis, Research, Economics, Portfolio Management, Financial Modeling, Business Strategy, Project Management, Microsoft Excel, Public Speaking, Risk Management, Market Research, Spanish, Analysis, Microsoft Office, Data Analysis, Management, Organization, Mental Health Care, Financial Markets, Social Media Marketing, Entrepreneurship, Financial Services, Negotiation, Options, Leadership, Strategy, Business Planning, Credit, Strategic Financial..., Trading, Management Consulting, Marketing Strategy, Fundraising, Sales, Executive Management, Mergers & Acquisitions, Finance, Commodity, Grant Writing, Nonprofits, Psychology, Organizational..., Leadership Development, Training, Small Business, Social Networking
Education
Dutchess Community College 2004 — 2004
non credit business classes, Business
Dutchess Community College 2003 — 2003
Doing Business with China
College of White Plains, North Broadway,White Plains,NY 10601 1973 — 1974
English, Psychology, Sociology,History.
Baruch College
The City University of New York
Developmental Disabilities
Pace University
none yet, History, Experiential Life and credits upon completion
Pace University Lubin School of Finance/2004
Pace University Lubin School of Finance/ 2003
Jessica Luo, CPA's Merrill Lynch Experience September 2005 - August 2007
Job Senior Manager
Industry Financial Services
Experience
Morgan Stanley April 2014 - June 2015
Morgan Stanley August 2011 - April 2014
Morgan Stanley March 2010 - August 2011
RBC Capital Markets August 2007 - March 2010
Merrill Lynch September 2005 - August 2007
Skills
Fixed Income, Equities, Structured Products, Product Control, Equity Swaps, Derivatives, Balance Sheet, Account Reconciliation, Accounting, Securities Lending, Equity Derivatives, Swaps, Funding, Finance
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
M.S.
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S.
Morgan Stanley April 2014 - June 2015
Morgan Stanley August 2011 - April 2014
Morgan Stanley March 2010 - August 2011
RBC Capital Markets August 2007 - March 2010
Merrill Lynch September 2005 - August 2007
Skills
Fixed Income, Equities, Structured Products, Product Control, Equity Swaps, Derivatives, Balance Sheet, Account Reconciliation, Accounting, Securities Lending, Equity Derivatives, Swaps, Funding, Finance
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
M.S.
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S.
Frank Topino's Merrill Lynch Experience September 1998 - December 1998
Job Founder and Senior Web Developer at Webmantica
Industry Internet
Experience
Webmantica July 2008 - Present
TS February 2006 - October 2009
Atlantix Media Networks May 2006 - April 2008
Echotrade June 2002 - January 2008
RMA January 2000 - March 2002
Merrill Lynch September 1998 - December 1998
Skills
PHP, MYSQL, JavaScript, Advanced CSS, XHTML, LAMP, Multi-lingual sites, AJAX Frameworks, CodeIgniter, PHP Frameworks, CakePHP, CSS, AJAX, DHTML, XML, HTML, SEO, Web Design, Visual Basic, ASP, jQuery, SQL Server, Web Development, HTML5, Wordpress, Joomla, OOP, Subversion, JSON, SQL, MySQL, HTML 5, Web Applications, Software Development, CMS, MVC, Front-end, Programming
Education
Zend - The PHP Company 2008 — 2008
Zend Certified Engineer, PHP 5
CFA Institute formerly AIMR - Association for Investment Management and Research 1999 — 2000
Passed CFA Level I, Financial Analysis
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Major: Finance and Investments - Minor: Computer Information Systems, GPA: 3.4/4.0 Graduated Cum Laude
Webmantica July 2008 - Present
TS February 2006 - October 2009
Atlantix Media Networks May 2006 - April 2008
Echotrade June 2002 - January 2008
RMA January 2000 - March 2002
Merrill Lynch September 1998 - December 1998
Skills
PHP, MYSQL, JavaScript, Advanced CSS, XHTML, LAMP, Multi-lingual sites, AJAX Frameworks, CodeIgniter, PHP Frameworks, CakePHP, CSS, AJAX, DHTML, XML, HTML, SEO, Web Design, Visual Basic, ASP, jQuery, SQL Server, Web Development, HTML5, Wordpress, Joomla, OOP, Subversion, JSON, SQL, MySQL, HTML 5, Web Applications, Software Development, CMS, MVC, Front-end, Programming
Education
Zend - The PHP Company 2008 — 2008
Zend Certified Engineer, PHP 5
CFA Institute formerly AIMR - Association for Investment Management and Research 1999 — 2000
Passed CFA Level I, Financial Analysis
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Major: Finance and Investments - Minor: Computer Information Systems, GPA: 3.4/4.0 Graduated Cum Laude
Annie Tchu, CFA's Merrill Lynch Experience 2003 - 2004
Job RealTime Solutions at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ 2014 - Present
S&P Capital IQ 2010 - 2014
Dexia Credit Local 2004 - 2009
Merrill Lynch 2003 - 2004
Skills
Interest Rate..., Fixed Income, Swaps, Capital Markets, Bloomberg, Derivatives, Financial Markets, Electronic Trading, Structured Products, Finance, Investment Banking, Structured Finance, Alternative Investments, Portfolio Management, Middle Office, Investments, Securities, Hedge Funds, Bloomberg Terminal, Financial Modeling, Investment Strategies, FX Options, Asset Allocation, Emerging Markets, Analysis, Quantitative Finance, Trading, Valuation, Equity Derivatives, Corporate Finance, Trading Systems, Risk Management, Market Data, Commodity, Equities, Mutual Funds, Asset Management, Bonds, Financial Risk, Equity Trading, Equity Research, ABS
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance
Université Jean Moulin (Lyon III) 1998 — 2002
DESS - Master, Management, Finance
The University of Texas at Austin - Red McCombs School of Business 2000 — 2001
Exchange Year, Business Administration
S&P Capital IQ 2014 - Present
S&P Capital IQ 2010 - 2014
Dexia Credit Local 2004 - 2009
Merrill Lynch 2003 - 2004
Skills
Interest Rate..., Fixed Income, Swaps, Capital Markets, Bloomberg, Derivatives, Financial Markets, Electronic Trading, Structured Products, Finance, Investment Banking, Structured Finance, Alternative Investments, Portfolio Management, Middle Office, Investments, Securities, Hedge Funds, Bloomberg Terminal, Financial Modeling, Investment Strategies, FX Options, Asset Allocation, Emerging Markets, Analysis, Quantitative Finance, Trading, Valuation, Equity Derivatives, Corporate Finance, Trading Systems, Risk Management, Market Data, Commodity, Equities, Mutual Funds, Asset Management, Bonds, Financial Risk, Equity Trading, Equity Research, ABS
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance
Université Jean Moulin (Lyon III) 1998 — 2002
DESS - Master, Management, Finance
The University of Texas at Austin - Red McCombs School of Business 2000 — 2001
Exchange Year, Business Administration
Juliana Diaz's Merrill Lynch Experience May 2007 - August 2007
Job Graduate from City University of New YorkBaruch College Zicklin School of Business
Industry Financial Services
Experience
Merrill Lynch May 2007 - August 2007
UBS Wealth Management May 2007 - August 2007
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance and Investments
St. Petersburg College 2003 — 2005
A.S., Graphic Design
Merrill Lynch May 2007 - August 2007
UBS Wealth Management May 2007 - August 2007
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance and Investments
St. Petersburg College 2003 — 2005
A.S., Graphic Design
Jean Jules's Merrill Lynch Experience December 2005 - September 2008
Job CRPC
Industry Financial Services
Experience
Independant Advisor June 2009 - Present
MetLife October 2008 - February 2009
Merrill Lynch December 2005 - September 2008
Bloomingdales December 1996 - December 2005
Skills
Portfolio Management, Accounting, Investments, Sales, Estate Planning, Event Management, Vendor Management, CRM, International Business, Forecasting, Leadership, Financial Analysis, Strategic Planning, Business Planning, Finance
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Administration
Independant Advisor June 2009 - Present
MetLife October 2008 - February 2009
Merrill Lynch December 2005 - September 2008
Bloomingdales December 1996 - December 2005
Skills
Portfolio Management, Accounting, Investments, Sales, Estate Planning, Event Management, Vendor Management, CRM, International Business, Forecasting, Leadership, Financial Analysis, Strategic Planning, Business Planning, Finance
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Administration
Elizabeth Sosnov Rotem's Merrill Lynch Experience July 2002 - July 2006
Job Director at Guggenheim
Industry Investment Banking
Experience
Guggenheim Securities June 2013 - Present
Morgan Stanley March 2010 - June 2013
Dresdner Kleinwort July 2006 - January 2010
Network for Teaching Entrepreneurship 2000 - 2010
Merrill Lynch July 2002 - July 2006
JP Morgan 2001 - 2001
Skills
Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Structured Finance, Trading, Securities, Finance, Credit, Loans, Bonds, Equities, Investment Banking
Education
Barnard College 1998 — 2002
BA, Sociology and Economics
Columbia University in the City of New York
Guggenheim Securities June 2013 - Present
Morgan Stanley March 2010 - June 2013
Dresdner Kleinwort July 2006 - January 2010
Network for Teaching Entrepreneurship 2000 - 2010
Merrill Lynch July 2002 - July 2006
JP Morgan 2001 - 2001
Skills
Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Structured Finance, Trading, Securities, Finance, Credit, Loans, Bonds, Equities, Investment Banking
Education
Barnard College 1998 — 2002
BA, Sociology and Economics
Columbia University in the City of New York
Frank Garcia III's Merrill Lynch Experience October 1993 - October 1996
Job Vice President Latin America, Estate and Succession Planning Consultant
Industry Financial Services
Experience
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
Harvard Business Review June 2012 - Present
International Planning Group 2012 - 2015
Raymond James & Associates May 2008 - March 2012
Wachovia, A Wells Fargo Company February 2007 - April 2008
Banif Securities 2005 - 2007
UBS March 2003 - June 2005
Credit Suisse Asset Management April 2001 - March 2003
Prudential Investments October 1996 - April 2001
Merrill Lynch October 1993 - October 1996
Citibank - Porto Alegre 1987 - 1988
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Global Asset Allocation, Strategic Planning, Municipal Bonds, Estate Tax Planning, Global Fixed Income, Global Management, International Securities, Model Portfolios, Portfolio Strategy, Brazilian Portuguese, Spanish, International Bonds, Financial Advice, Portfolio Management, Bonds, Financial Advisory, Asset Allocation, Investment Advisory, Capital Markets, Fixed Income, Alternative Investments, Strategic Financial..., Mutual Funds, Wealth Management, Investment Banking, Asset Management, Wealth Management..., Finance, Business Planning, Insurance, Securities, Investment Strategies, Financial Markets, Series 7, Equities, High Net Worth..., Wealth, Private Banking, Life Insurance, Financial Planners, Hedge Funds, Structured Products, Estate Planning, Investments, Emerging Markets
Education
Barry University 2006 — 2007
CFP, Certified Financial Planner
Universidade Federal Rural do Rio de Janeiro 1976 — 1981
Agriculture Engineer, Engineering
Jessie Griffiths's Merrill Lynch Experience March 2006 - Present
Job Loan Closer
Industry Financial Services
Experience
Merrill Lynch March 2006 - Present
Scotiabank January 1998 - October 2005
Skills
Fixed Income, Portfolio Management, Investment Banking, Treasury Services, Alternative Investments, Loans, Capital Markets, Collateral Management, Wealth Management, Bloomberg, Equities, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1985 — 2008
BBA, Management, Psychology, Forensic Accounting
Merrill Lynch March 2006 - Present
Scotiabank January 1998 - October 2005
Skills
Fixed Income, Portfolio Management, Investment Banking, Treasury Services, Alternative Investments, Loans, Capital Markets, Collateral Management, Wealth Management, Bloomberg, Equities, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1985 — 2008
BBA, Management, Psychology, Forensic Accounting
Imo Ndem's Merrill Lynch Experience 2001 - 2001
Job RGP Consultant at AG
Industry Financial Services
Experience
RGP January 2015 - Present
RGP January 2010 - Present
KPMG October 2007 - November 2008
PricewaterhouseCoopers September 2002 - October 2007
Merrill Lynch 2001 - 2001
Skills
Mergers & Acquisitions, Private Equity, Financial Services, Banking, Capital Markets, Auditing, Due Diligence, Sarbanes-Oxley Act, SEC filings, Corporate Finance, Project Planning and..., Compliance Attestation, Financial and..., Financial Analysis, Financial Reporting, Internal Controls, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Business Administration (MBA), Finance
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
RGP January 2015 - Present
RGP January 2010 - Present
KPMG October 2007 - November 2008
PricewaterhouseCoopers September 2002 - October 2007
Merrill Lynch 2001 - 2001
Skills
Mergers & Acquisitions, Private Equity, Financial Services, Banking, Capital Markets, Auditing, Due Diligence, Sarbanes-Oxley Act, SEC filings, Corporate Finance, Project Planning and..., Compliance Attestation, Financial and..., Financial Analysis, Financial Reporting, Internal Controls, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Business Administration (MBA), Finance
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Ankit Mody's Merrill Lynch Experience 2007 - 2007
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC January 2012 - Present
Colgate Palmolive June 2011 - December 2011
Baruch College June 2010 - June 2011
Asia Star Broadcasting Inc. d/b/a TV Asia 2009 - 2010
PDR Advisors, LLC 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Forecasting, Portfolio Management, Financial Analysis, Internal Audit, Business Analysis, Project Management, Finance, Access, Budgets, Auditing, Financial Reporting, Corporate Finance, Competitive Analysis, Data Analysis
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Master of Science, Accountancy
Queens University of Charlotte 2005 — 2008
B.A, Business Administration (Finance)
St. Xaviers Loyola Hall
High School
PwC January 2012 - Present
Colgate Palmolive June 2011 - December 2011
Baruch College June 2010 - June 2011
Asia Star Broadcasting Inc. d/b/a TV Asia 2009 - 2010
PDR Advisors, LLC 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Forecasting, Portfolio Management, Financial Analysis, Internal Audit, Business Analysis, Project Management, Finance, Access, Budgets, Auditing, Financial Reporting, Corporate Finance, Competitive Analysis, Data Analysis
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Master of Science, Accountancy
Queens University of Charlotte 2005 — 2008
B.A, Business Administration (Finance)
St. Xaviers Loyola Hall
High School
Marc J. Kelly's Merrill Lynch Experience August 2008 - January 2009
Job MBA | Creative Business Strategist | Expertise in Finance and Relationship Management
Industry Financial Services
Experience
NYS Small Business Development Center June 2012 - July 2013
New York Angels May 2012 - September 2012
TT3 August 2010 - March 2012
JPMorgan Chase June 2009 - August 2010
Merrill Lynch August 2008 - January 2009
AllianceBernstein November 2007 - July 2008
Garnet Capital Advisors August 2006 - September 2007
Skills
High Net Worth..., AML, CDS, Business Development, Business Advisory, Social Media Marketing, Marketing Strategy, Sales, Strategy, Financial Modeling, Due Diligence, Event Planning, Event Management, Business Planning, Investments, Finance, Portfolio Management, Strategic Financial..., Entrepreneurship, Business Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Marketing/Marketing Management, General Management
Iona College 2002 — 2006
Bachelor of Business Administration, Finance
NYS Small Business Development Center June 2012 - July 2013
New York Angels May 2012 - September 2012
TT3 August 2010 - March 2012
JPMorgan Chase June 2009 - August 2010
Merrill Lynch August 2008 - January 2009
AllianceBernstein November 2007 - July 2008
Garnet Capital Advisors August 2006 - September 2007
Skills
High Net Worth..., AML, CDS, Business Development, Business Advisory, Social Media Marketing, Marketing Strategy, Sales, Strategy, Financial Modeling, Due Diligence, Event Planning, Event Management, Business Planning, Investments, Finance, Portfolio Management, Strategic Financial..., Entrepreneurship, Business Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA, Marketing/Marketing Management, General Management
Iona College 2002 — 2006
Bachelor of Business Administration, Finance
Selma Cekic's Merrill Lynch Experience February 2010 - Present
Job Administrative Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Merrill Lynch August 2007 - July 2009
Merrill Lynch May 2006 - August 2007
Citco Fund Services November 2003 - May 2006
Citco 2003 - 2006
Skills
Human Resources, Onboarding, Recruiting, HRIS, Management, Employee Benefits, Performance Management, Interviews, Personnel Management, New Hire Orientations, Talent Management, Deferred Compensation, Policy, Strategy, Program Management, Access, Employee Relations, Notary Public
Education
Barnard College 2001 — 2003
BBA, Business Management
Borough of Manhattan Community College 1998 — 2001
Associate's Degree, Business Management
Merrill Lynch February 2010 - Present
Merrill Lynch August 2007 - July 2009
Merrill Lynch May 2006 - August 2007
Citco Fund Services November 2003 - May 2006
Citco 2003 - 2006
Skills
Human Resources, Onboarding, Recruiting, HRIS, Management, Employee Benefits, Performance Management, Interviews, Personnel Management, New Hire Orientations, Talent Management, Deferred Compensation, Policy, Strategy, Program Management, Access, Employee Relations, Notary Public
Education
Barnard College 2001 — 2003
BBA, Business Management
Borough of Manhattan Community College 1998 — 2001
Associate's Degree, Business Management
Jack Xu's Merrill Lynch Experience March 2001 - July 2006
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2007 - Present
Bank of New York Mellon July 2006 - August 2007
Merrill Lynch March 2001 - July 2006
Citigroup (Salomon Smith Barney) April 1999 - March 2001
PricewaterhouseCoopers October 1997 - April 1999
Skills
US GAAP, Financial Reporting, IFRS, SEC reporting, Internal Controls, Audit, Management Reporting, Financial Planning &..., Regulatory Reporting, Broker/Dealer Accounting, Technical Accounting..., XBRL
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Morgan Stanley August 2007 - Present
Bank of New York Mellon July 2006 - August 2007
Merrill Lynch March 2001 - July 2006
Citigroup (Salomon Smith Barney) April 1999 - March 2001
PricewaterhouseCoopers October 1997 - April 1999
Skills
US GAAP, Financial Reporting, IFRS, SEC reporting, Internal Controls, Audit, Management Reporting, Financial Planning &..., Regulatory Reporting, Broker/Dealer Accounting, Technical Accounting..., XBRL
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Peter Seidel's Merrill Lynch Experience 2004 - 2004
Job Head of Department at Erste Group
Industry Banking
Experience
Erste Group April 2015 - Present
Erste Group Bank AG April 2011 - March 2015
Deloitte & Touche April 2008 - March 2011
Deutsche Bank 2009 - 2011
KeyBank 2006 - 2007
Merrill Lynch 2004 - 2004
Skills
Project Management, Financial Reporting, IFRS 9, Business Process, Process Optimization, Corporate Finance, Financial Analysis, Investment Advisory, Trust Management, Management Consulting, PMP, Financial Services
Education
Cleveland State University 2005 — 2007
MBA, Finance
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA Cum Laude, Finance
Erste Group April 2015 - Present
Erste Group Bank AG April 2011 - March 2015
Deloitte & Touche April 2008 - March 2011
Deutsche Bank 2009 - 2011
KeyBank 2006 - 2007
Merrill Lynch 2004 - 2004
Skills
Project Management, Financial Reporting, IFRS 9, Business Process, Process Optimization, Corporate Finance, Financial Analysis, Investment Advisory, Trust Management, Management Consulting, PMP, Financial Services
Education
Cleveland State University 2005 — 2007
MBA, Finance
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA Cum Laude, Finance
Christiana Frimpong-Manson's Merrill Lynch Experience 2004 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Corporate Audit June 2004 - Present
Bank of America Merrill Lynch 2004 - Present
Merrill Lynch 2004 - Present
Bank of America Merrill Lynch 2004 - Present
PricewaterhouseCoopers October 2001 - May 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Modeling, Financial Risk, Risk Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Accounting
Merrill Lynch Corporate Audit June 2004 - Present
Bank of America Merrill Lynch 2004 - Present
Merrill Lynch 2004 - Present
Bank of America Merrill Lynch 2004 - Present
PricewaterhouseCoopers October 2001 - May 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Modeling, Financial Risk, Risk Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Accounting
Alma Kruh's Merrill Lynch Experience 1997 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 1997 - Present
Rotary District 7890 2003 - Present
Skills
Alternative Investments, Wealth Management, Series 7, Estate Planning, Investment Management, Portfolio Management, 401k, 401k Rollovers, Asset Allocation, Asset Managment, Financial Analysis, Banking, Financial Services, Fixed Income, Investment Advisory, Investment Strategies, Investments, Retirement, Retirement Planning, Securities, Series 63, Asset Management
Education
Barnard College
Hunter College High School
Merrill Lynch 1997 - Present
Rotary District 7890 2003 - Present
Skills
Alternative Investments, Wealth Management, Series 7, Estate Planning, Investment Management, Portfolio Management, 401k, 401k Rollovers, Asset Allocation, Asset Managment, Financial Analysis, Banking, Financial Services, Fixed Income, Investment Advisory, Investment Strategies, Investments, Retirement, Retirement Planning, Securities, Series 63, Asset Management
Education
Barnard College
Hunter College High School
Morgan Gurfinkel's Merrill Lynch Experience August 2006 - June 2009
Job
Industry Information Technology and Services
Experience
Adobe March 2015 - Present
Adobe June 2014 - March 2015
Adobe June 2013 - June 2014
Alexia Admor June 2009 - July 2012
Merrill Lynch August 2006 - June 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
Columbia University - Columbia Business School 2013 — 2013
Master of Business Administration (MBA)
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA
Adobe March 2015 - Present
Adobe June 2014 - March 2015
Adobe June 2013 - June 2014
Alexia Admor June 2009 - July 2012
Merrill Lynch August 2006 - June 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
Columbia University - Columbia Business School 2013 — 2013
Master of Business Administration (MBA)
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA
Aimen Ahmed's Merrill Lynch Experience October 2012 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Citi June 2005 - April 2012
NYSE - S.I.A.C January 2005 - June 2005
Zicklin School of Business January 2001 - December 2004
Skills
Equities, Project Management, Analysis, Business Process, ITIL, Trading Systems, Global Management, Capital Markets, Leadership, CRM, Business Process..., Banking, Enterprise Architecture, Business Analysis, SDLC, Process Analysis, Program Management, Team Leadership, Process Improvement, Management, Risk Management, Manage Client..., Derivatives, Vendor Management, Business Intelligence, Trading, Financial Services, SQL, SharePoint, JIRA
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Master of Business Administration (M.B.A.), Finance - Investments and Securities
Baruch College, City University of New York (CUNY) 2005 — 2010
Master of Business Administration (M.B.A.), Computer and Information Sciences, General
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor of Business Administration (B.B.A.), International Marketing / Associate in Mathematics
Merrill Lynch October 2012 - Present
Citi June 2005 - April 2012
NYSE - S.I.A.C January 2005 - June 2005
Zicklin School of Business January 2001 - December 2004
Skills
Equities, Project Management, Analysis, Business Process, ITIL, Trading Systems, Global Management, Capital Markets, Leadership, CRM, Business Process..., Banking, Enterprise Architecture, Business Analysis, SDLC, Process Analysis, Program Management, Team Leadership, Process Improvement, Management, Risk Management, Manage Client..., Derivatives, Vendor Management, Business Intelligence, Trading, Financial Services, SQL, SharePoint, JIRA
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Master of Business Administration (M.B.A.), Finance - Investments and Securities
Baruch College, City University of New York (CUNY) 2005 — 2010
Master of Business Administration (M.B.A.), Computer and Information Sciences, General
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor of Business Administration (B.B.A.), International Marketing / Associate in Mathematics
Eliad Josephson's Merrill Lynch Experience June 2004 - July 2009
Job Chief Operating Officer at BK Global Holdings
Industry Venture Capital & Private Equity
Experience
BK Global Holdings September 2014 - Present
Caligenix - Genetic Based Lifestyle April 2014 - Present
RCR Media Group November 2009 - December 2013
Merrill Lynch June 2004 - July 2009
Bank Leumi USA December 2002 - June 2004
Citi October 2001 - November 2002
Israel Defense Forces August 1994 - July 1997
Skills
Real Estate, Real Estate Transactions, Operations Management, Venture Capital, Private Equity, Entertainment, Corporate Development, Entrepreneurship, Film, Investments, Mergers & Acquisitions, Funding, Investor Relations, Start-ups, Business Strategy, Structured Finance, Emerging Markets, Investment Banking, Corporate Finance, Producing, Strategic Partnerships, Due Diligence, Finance, Film Production, Valuation, Portfolio Management, Alternative Investments, Asset Managment, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis, Strategy, Film Finance, Mergers, Business Development, Asset Management, Equities, Short Sales, Bankruptcy
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
BK Global Holdings September 2014 - Present
Caligenix - Genetic Based Lifestyle April 2014 - Present
RCR Media Group November 2009 - December 2013
Merrill Lynch June 2004 - July 2009
Bank Leumi USA December 2002 - June 2004
Citi October 2001 - November 2002
Israel Defense Forces August 1994 - July 1997
Skills
Real Estate, Real Estate Transactions, Operations Management, Venture Capital, Private Equity, Entertainment, Corporate Development, Entrepreneurship, Film, Investments, Mergers & Acquisitions, Funding, Investor Relations, Start-ups, Business Strategy, Structured Finance, Emerging Markets, Investment Banking, Corporate Finance, Producing, Strategic Partnerships, Due Diligence, Finance, Film Production, Valuation, Portfolio Management, Alternative Investments, Asset Managment, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis, Strategy, Film Finance, Mergers, Business Development, Asset Management, Equities, Short Sales, Bankruptcy
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
Lisa La Crette's Merrill Lynch Experience December 2005 - January 2014
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Merrill Lynch December 2005 - January 2014
Bank of New York Mellon June 1991 - December 2005
Skills
Fixed Income, Onboarding, Collateral Management, Derivatives, Bloomberg, Equities, Deferred Compensation, Series 7, Hedge Funds, Capital Markets, Succession Planning, Problem Solving, SDLC, Risk Management, Portfolio Management, Series 63, Financial Services, Middle Office, Securities
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
J.P. Morgan February 2015 - Present
Merrill Lynch December 2005 - January 2014
Bank of New York Mellon June 1991 - December 2005
Skills
Fixed Income, Onboarding, Collateral Management, Derivatives, Bloomberg, Equities, Deferred Compensation, Series 7, Hedge Funds, Capital Markets, Succession Planning, Problem Solving, SDLC, Risk Management, Portfolio Management, Series 63, Financial Services, Middle Office, Securities
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
David Costello's Merrill Lynch Experience October 2009 - March 2010
Job Finance at Moët Hennessy USA
Industry Food & Beverages
Experience
LVMH June 2014 - Present
AbbVie April 2013 - June 2014
AbbVie January 2013 - April 2013
Abbott July 2012 - January 2013
Abbott Laboratories January 2012 - July 2012
Abbott Laboratories July 2011 - January 2012
Abbott Laboratories January 2011 - July 2011
Abbott Laboratories August 2010 - January 2011
Merrill Lynch October 2009 - March 2010
Abbott Laboratories June 2009 - August 2009
Skills
Forecasting, Excel, Budgeting, Financial Planning, PowerPoint, Accounts Receivable, Consolidation, Distressed Inventory, Bad Debt Reserve, Accounting, Cost Accounting, Manufacturing Finance, Corporate Finance, Innovative Problem..., SAP, Data Analysis, Finance, Budgets, Strategic Financial..., Microsoft Excel, Leadership, Access, Management, Analysis, Teamwork, Financial Analysis, Variance Analysis, Strategic Planning, Strategy, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Summa Cum Laude BBA, Finance/Investments
LVMH June 2014 - Present
AbbVie April 2013 - June 2014
AbbVie January 2013 - April 2013
Abbott July 2012 - January 2013
Abbott Laboratories January 2012 - July 2012
Abbott Laboratories July 2011 - January 2012
Abbott Laboratories January 2011 - July 2011
Abbott Laboratories August 2010 - January 2011
Merrill Lynch October 2009 - March 2010
Abbott Laboratories June 2009 - August 2009
Skills
Forecasting, Excel, Budgeting, Financial Planning, PowerPoint, Accounts Receivable, Consolidation, Distressed Inventory, Bad Debt Reserve, Accounting, Cost Accounting, Manufacturing Finance, Corporate Finance, Innovative Problem..., SAP, Data Analysis, Finance, Budgets, Strategic Financial..., Microsoft Excel, Leadership, Access, Management, Analysis, Teamwork, Financial Analysis, Variance Analysis, Strategic Planning, Strategy, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Summa Cum Laude BBA, Finance/Investments
Petr Fedorov's Merrill Lynch Experience August 2010 - September 2014
Job Finance Professional Specializing in Process Design
Industry Accounting
Experience
Geller & Company 2014 - 2015
Geller & Company 2014 - 2015
Merrill Lynch August 2010 - September 2014
Rivet NY September 2009 - August 2010
Draftfcb (Interpublic Group of Companies Inc.) June 2007 - September 2009
Skills
Revenue Recognition, Process Automation, Process Design, Accounting, Finance, Financial Accounting, Financial Analysis, Microsoft Excel, Process Improvement, Financial Reporting, Account Reconciliation, US GAAP, Budgets, Analysis, Hyperion, Internal Controls, Variance Analysis, General Ledger, VBA, Oracle Discoverer, SAP ERP, Financial Modeling, Accounts Payable, Accounts Receivable, Monthly Close Process
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Science, Accountancy
Baruch College 2005 — 2009
Bachelor of Business Administration, Finance and Investments
Geller & Company 2014 - 2015
Geller & Company 2014 - 2015
Merrill Lynch August 2010 - September 2014
Rivet NY September 2009 - August 2010
Draftfcb (Interpublic Group of Companies Inc.) June 2007 - September 2009
Skills
Revenue Recognition, Process Automation, Process Design, Accounting, Finance, Financial Accounting, Financial Analysis, Microsoft Excel, Process Improvement, Financial Reporting, Account Reconciliation, US GAAP, Budgets, Analysis, Hyperion, Internal Controls, Variance Analysis, General Ledger, VBA, Oracle Discoverer, SAP ERP, Financial Modeling, Accounts Payable, Accounts Receivable, Monthly Close Process
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Science, Accountancy
Baruch College 2005 — 2009
Bachelor of Business Administration, Finance and Investments
Fiona Salmon's Merrill Lynch Experience 1996 - 1999
Job volunteer to the Director of Development at The Irish Repertory Theatre
Industry Performing Arts
Experience
The Irish Repertory Theatre 2009 - Present
Asia Society 1995 - 2010
Merrill Lynch 1996 - 1999
Skills
Research, Fundraising, Editing, Nonprofits, Volunteer Management, Arts Administration, Social Media, Public Relations, Event Planning, Media Relations, Event Management
Education
Barnard College 1988 — 1993
BA, European Studies
The Irish Repertory Theatre 2009 - Present
Asia Society 1995 - 2010
Merrill Lynch 1996 - 1999
Skills
Research, Fundraising, Editing, Nonprofits, Volunteer Management, Arts Administration, Social Media, Public Relations, Event Planning, Media Relations, Event Management
Education
Barnard College 1988 — 1993
BA, European Studies
Marjorie Yang's Merrill Lynch Experience June 2007 - July 2008
Job Recent law school graduate, with experience in compliance and environmental protection
Industry Law Practice
Experience
Eric Palatnik, P.C. January 2011 - April 2011
Kings County District Attorney’s Office, Homicide Bureau September 2010 - December 2010
Environmental Protection Agency, Region 2 May 2010 - August 2010
Office of the New York State Assemblymember Brian Kavanagh January 2010 - April 2010
New York State Department of Environmental Conservation, Region 2 August 2009 - December 2009
Kings County District Attorney’s Office, Rackets Bureau May 2009 - November 2009
Merrill Lynch June 2007 - July 2008
Education
Brooklyn Law School 2008 — 2011
Juris Doctor
Barnard College 2002 — 2006
B.A., Asian and Middle Eastern Cultures
Eric Palatnik, P.C. January 2011 - April 2011
Kings County District Attorney’s Office, Homicide Bureau September 2010 - December 2010
Environmental Protection Agency, Region 2 May 2010 - August 2010
Office of the New York State Assemblymember Brian Kavanagh January 2010 - April 2010
New York State Department of Environmental Conservation, Region 2 August 2009 - December 2009
Kings County District Attorney’s Office, Rackets Bureau May 2009 - November 2009
Merrill Lynch June 2007 - July 2008
Education
Brooklyn Law School 2008 — 2011
Juris Doctor
Barnard College 2002 — 2006
B.A., Asian and Middle Eastern Cultures
Johanna Trujillo's Merrill Lynch Experience March 2014 - Present
Job Wealth Management
Industry Banking
Experience
Merrill Lynch March 2014 - Present
Morgan Stanley Wealth Management September 2013 - November 2013
Banesco USA October 2010 - September 2013
Mercantil Commercebank N.A. December 2007 - June 2010
International Finance Bank 2010 - 2010
Skills
Commercial Banking, Loans, Mortgage Lending, Credit Analysis, Credit, Banking, Commercial Lending, Commercial Real Estate, Personal Banking, Private Banking, Consumer Lending, AML, Retail Banking, Portfolio Management, Asset Based Lending, Finance, Financial Services, Investments, Financial Analysis, Series 7, Wealth Management, Financial Risk
Education
Florida International University 2004 — 2005
BA International Business
Barry University 2000 — 2001
Merrill Lynch March 2014 - Present
Morgan Stanley Wealth Management September 2013 - November 2013
Banesco USA October 2010 - September 2013
Mercantil Commercebank N.A. December 2007 - June 2010
International Finance Bank 2010 - 2010
Skills
Commercial Banking, Loans, Mortgage Lending, Credit Analysis, Credit, Banking, Commercial Lending, Commercial Real Estate, Personal Banking, Private Banking, Consumer Lending, AML, Retail Banking, Portfolio Management, Asset Based Lending, Finance, Financial Services, Investments, Financial Analysis, Series 7, Wealth Management, Financial Risk
Education
Florida International University 2004 — 2005
BA International Business
Barry University 2000 — 2001
Kwadwo Ansah's Merrill Lynch Experience 2006 - 2011
Job Tax and Accounting Professional MBA
Industry Financial Services
Experience
Granite Associates, L.P. 2013 - 2014
KPMG 2011 - 2012
Merrill Lynch 2006 - 2011
Bank of New York Mellon 2006 - 2006
State Street Bank 2004 - 2006
Great Atlantic Pacific Tea Company 2004 - 2004
Skills
Accounting, Tax, Financial Reporting, Hedge Funds, Financial Analysis, Private Equity, Tax Accounting, Tax Preparation, Financial Statements, Due Diligence, Fund Accounting, Corporate Tax, Partnership Taxation, Account Reconciliation, Finance, Investments, SEC filings, Mutual Funds, Equities, Financial Services, Fixed Income, Fund Of Funds, GAAP, US GAAP
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
City University of New York-Baruch College - Zicklin School of Business, MBA - Taxation
MBA, Taxation
Granite Associates, L.P. 2013 - 2014
KPMG 2011 - 2012
Merrill Lynch 2006 - 2011
Bank of New York Mellon 2006 - 2006
State Street Bank 2004 - 2006
Great Atlantic Pacific Tea Company 2004 - 2004
Skills
Accounting, Tax, Financial Reporting, Hedge Funds, Financial Analysis, Private Equity, Tax Accounting, Tax Preparation, Financial Statements, Due Diligence, Fund Accounting, Corporate Tax, Partnership Taxation, Account Reconciliation, Finance, Investments, SEC filings, Mutual Funds, Equities, Financial Services, Fixed Income, Fund Of Funds, GAAP, US GAAP
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
City University of New York-Baruch College - Zicklin School of Business, MBA - Taxation
MBA, Taxation
Terri Apfelbaum's Merrill Lynch Experience 1998 - 2010
Job Medical Director at New York Life Insurance
Industry Medical Practice
Experience
New York Life Insurance 2010 - Present
Merrill Lynch 1998 - 2010
Education
Barnard College
B.A., Biochemistry
Columbia University College of Physicians and Surgeons
M.D.
New York Life Insurance 2010 - Present
Merrill Lynch 1998 - 2010
Education
Barnard College
B.A., Biochemistry
Columbia University College of Physicians and Surgeons
M.D.
Allison (Gross) Mulgrew's Merrill Lynch Experience August 2014 - Present
Job Vice President, Trust & Estate Specialist at Merrill Lynch
Industry Law Practice
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch July 2012 - August 2014
Merrill Lynch November 2010 - July 2012
Law Office of William Riback August 2009 - November 2010
Legal Services of Northwest Jersey June 2009 - August 2009
Chambers of Justice Barry Albin, NJ Supreme Court January 2009 - May 2009
Law Office of Richard Yaskin January 2009 - May 2009
Skills
Investments, Legal Research, Estate Planning, Series 7, Litigation, Legal Writing, Wealth Management, Financial Services
Education
Rutgers University School of Law - Camden 2007 — 2010
J.D.
Barnard College 2003 — 2007
B.A., Psychology
Merrill Lynch August 2014 - Present
Merrill Lynch July 2012 - August 2014
Merrill Lynch November 2010 - July 2012
Law Office of William Riback August 2009 - November 2010
Legal Services of Northwest Jersey June 2009 - August 2009
Chambers of Justice Barry Albin, NJ Supreme Court January 2009 - May 2009
Law Office of Richard Yaskin January 2009 - May 2009
Skills
Investments, Legal Research, Estate Planning, Series 7, Litigation, Legal Writing, Wealth Management, Financial Services
Education
Rutgers University School of Law - Camden 2007 — 2010
J.D.
Barnard College 2003 — 2007
B.A., Psychology
Jason Archer's Merrill Lynch Experience August 2003 - May 2004
Job Advisor, Compliance Risk Monitoring at CVS Health
Industry Retail
Experience
CVS Health November 2014 - Present
Citizens Financial Group, Inc. April 2013 - November 2014
Citizens Financial Group, Inc. November 2012 - April 2013
Morgan Stanley March 2007 - August 2012
Deutsche Bank Alex Brown April 2005 - March 2007
Merrill Lynch August 2003 - May 2004
Education
Barton College 2000 — 2004
B.S, Finance
CVS Health November 2014 - Present
Citizens Financial Group, Inc. April 2013 - November 2014
Citizens Financial Group, Inc. November 2012 - April 2013
Morgan Stanley March 2007 - August 2012
Deutsche Bank Alex Brown April 2005 - March 2007
Merrill Lynch August 2003 - May 2004
Education
Barton College 2000 — 2004
B.S, Finance
Luis A. Batres's Merrill Lynch Experience August 2012 - November 2012
Job Senior Operations Analyst
Industry Information Technology and Services
Experience
Re:sources November 2012 - Present
Merrill Lynch August 2012 - November 2012
Pillsbury Winthrop Shaw Pittman June 2012 - July 2012
Merrill Lynch 2001 - 2011
Razorfish 2000 - 2001
Agency.com 1998 - 2000
Skills
Active Directory, LAN/WAN, Microsoft Office, Adobe Acrobat, Adobe Photoshop, Microsoft Office 2007, Microsoft Windows 98, Microsoft Office Xp, Windows XP Professional, Windows 7, Microsoft Windows Vista, Windows Server, McAfee ePO, McAfee, Norton Utilities, Norton Ghost, HP Printers, Scanners, Blackberry, iPhone, Android, Xerox, Sophos, Remedy, Maximo, Organizing, Microsoft Office 2003, NT 4.0, Timbuktu, VPN, Remote Access, Remote Assistance, Office 2010, Mac OS 9, Remote Control, OS X, XP, BMC Remedy, Software Installation, Mac, Help Desk Support, HP, Windows XP, Printers, Windows Vista
Education
Baruch College 1990 — 1994
Kingsborough Community College
Re:sources November 2012 - Present
Merrill Lynch August 2012 - November 2012
Pillsbury Winthrop Shaw Pittman June 2012 - July 2012
Merrill Lynch 2001 - 2011
Razorfish 2000 - 2001
Agency.com 1998 - 2000
Skills
Active Directory, LAN/WAN, Microsoft Office, Adobe Acrobat, Adobe Photoshop, Microsoft Office 2007, Microsoft Windows 98, Microsoft Office Xp, Windows XP Professional, Windows 7, Microsoft Windows Vista, Windows Server, McAfee ePO, McAfee, Norton Utilities, Norton Ghost, HP Printers, Scanners, Blackberry, iPhone, Android, Xerox, Sophos, Remedy, Maximo, Organizing, Microsoft Office 2003, NT 4.0, Timbuktu, VPN, Remote Access, Remote Assistance, Office 2010, Mac OS 9, Remote Control, OS X, XP, BMC Remedy, Software Installation, Mac, Help Desk Support, HP, Windows XP, Printers, Windows Vista
Education
Baruch College 1990 — 1994
Kingsborough Community College
Lukas Papula's Merrill Lynch Experience June 2013 - October 2013
Job Studium: London School of Economics and Political Science
Industry
Experience
APA Finance 2014 - 2014
Merrill Lynch June 2013 - October 2013
UniCredit Bank Austria AG July 2011 - October 2011
Skills
Stock Market, Stock Picking, Marktforschung, Unternehmensstrategie, Wirtschaftswissenschafte..., Teamwork
Education
CEMS 2011 — 2013
London School of Economics and Political Science 2011 — 2012
Baruch College, City University of New York (CUNY)
Universität Wien
WU Wien
APA Finance 2014 - 2014
Merrill Lynch June 2013 - October 2013
UniCredit Bank Austria AG July 2011 - October 2011
Skills
Stock Market, Stock Picking, Marktforschung, Unternehmensstrategie, Wirtschaftswissenschafte..., Teamwork
Education
CEMS 2011 — 2013
London School of Economics and Political Science 2011 — 2012
Baruch College, City University of New York (CUNY)
Universität Wien
WU Wien
Elizabeth Kuit's Merrill Lynch Experience June 2001 - April 2002
Job Director, Trader at RBC Capital Markets LLC
Industry Financial Services
Experience
RBC Capital Markets LLC April 2002 - Present
Merrill Lynch June 2001 - April 2002
Skills
Equity Trading, Futures Trading
Education
Barnard College
Bachelor of Arts (B.A.), Economics
RBC Capital Markets LLC April 2002 - Present
Merrill Lynch June 2001 - April 2002
Skills
Equity Trading, Futures Trading
Education
Barnard College
Bachelor of Arts (B.A.), Economics
Yvonne Nelson's Merrill Lynch Experience June 2000 - August 2002
Job
Industry
Experience
Trinity Rivertowns Church Compensation ManagerWarner Music GroupSeptember 2002 - May 2004
Merrill Lynch June 2000 - August 2002
Towers Watson (formerly Towers Perrin) June 1997 - June 2000
Republic National Bank April 1996 - June 1997
PC Financial Network November 1995 - April 1996
Education
New York University 1999 — 2002
Master of Business Administration (MBA), Management and Organizational Behavior
Barnard College 1991 — 1995
Bachelor of Arts (BA), Economics and Mathematics
Trinity Rivertowns Church Compensation ManagerWarner Music GroupSeptember 2002 - May 2004
Merrill Lynch June 2000 - August 2002
Towers Watson (formerly Towers Perrin) June 1997 - June 2000
Republic National Bank April 1996 - June 1997
PC Financial Network November 1995 - April 1996
Education
New York University 1999 — 2002
Master of Business Administration (MBA), Management and Organizational Behavior
Barnard College 1991 — 1995
Bachelor of Arts (BA), Economics and Mathematics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank