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
Jeneane Wagner Jeneane Wagner's Merrill Lynch Experience May 2011 - August 2011
Job Marketing Professional
Industry Computer Games
Experience
2K December 2013 - August 2015
Andrews Dillingham Properties May 2013 - November 2013
Merrill Lynch May 2011 - August 2011
Skills
QuickBooks, Microsoft Excel, Outlook, Spanish, PowerPoint, Data Analysis, Microsoft Word, Financial Analysis, Event Planning, Microsoft Office, Public Speaking, Leadership, Social Networking, Budgets, Finance, Social Media, Data Entry, Customer Service, Strategic Planning, Investments, Strategy
Education
Mills College 2011 — 2013
Bachelor of Arts (BA), Economics
Universitat Pompeu Fabra 2004 — 2005
Economics, Spanish
2K December 2013 - August 2015
Andrews Dillingham Properties May 2013 - November 2013
Merrill Lynch May 2011 - August 2011
Skills
QuickBooks, Microsoft Excel, Outlook, Spanish, PowerPoint, Data Analysis, Microsoft Word, Financial Analysis, Event Planning, Microsoft Office, Public Speaking, Leadership, Social Networking, Budgets, Finance, Social Media, Data Entry, Customer Service, Strategic Planning, Investments, Strategy
Education
Mills College 2011 — 2013
Bachelor of Arts (BA), Economics
Universitat Pompeu Fabra 2004 — 2005
Economics, Spanish
Margaret M. Talcott Margaret M. Talcott's Merrill Lynch Experience 1993 - 2003
Job Writers Series' Producer & Marketing&Communications Director, The Music Hall
Industry Publishing
Experience
The Music Hall, Portsmouth, NH July 2006 - Present
The Music Hall, Portsmouth, NH 2003 - Present
Merrill Lynch 1993 - 2003
Consulting Assignments 1990 - 1993
William Morrow & Co, Inc. 1988 - 1990
Atheneum Publishers, Macmillan Publishing 1986 - 1988
Skills
Marketing Communications, Press Releases, Editing, Public Relations, Strategic Communications, Publicity, Newsletters, Fundraising, Media Relations, Creative Writing, Content Development, Marketing
Education
Princeton University 1982 — 1986
BA, Religion, Creative Writing
Milton Academy 1979 — 1982
Bread Loaf Writers Conference
Scholarship Recipient - Poetry
Middlebury College
courses toward MA - English, Graduate School of English at Bread Loaf
The Music Hall, Portsmouth, NH July 2006 - Present
The Music Hall, Portsmouth, NH 2003 - Present
Merrill Lynch 1993 - 2003
Consulting Assignments 1990 - 1993
William Morrow & Co, Inc. 1988 - 1990
Atheneum Publishers, Macmillan Publishing 1986 - 1988
Skills
Marketing Communications, Press Releases, Editing, Public Relations, Strategic Communications, Publicity, Newsletters, Fundraising, Media Relations, Creative Writing, Content Development, Marketing
Education
Princeton University 1982 — 1986
BA, Religion, Creative Writing
Milton Academy 1979 — 1982
Bread Loaf Writers Conference
Scholarship Recipient - Poetry
Middlebury College
courses toward MA - English, Graduate School of English at Bread Loaf
Brian Blair, CLU, CFP® Brian Blair, CLU, CFP®'s Merrill Lynch Experience 2002 - 2004
Job Prothro Blair Financial Northwestern Mutual
Industry Financial Services
Experience
Prothro Blair Financial August 2004 - Present
Merrill Lynch 2002 - 2004
Skills
Wealth Management, Estate Planning, Retirement, Long-term Care, Retirement Planning, Investments, Mutual Funds, Finance, Fixed Annuities, Certified Financial..., Life Insurance, Disability Insurance, IRAs, Strategic Financial..., Valuation
Education
Midwestern State University 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Prothro Blair Financial August 2004 - Present
Merrill Lynch 2002 - 2004
Skills
Wealth Management, Estate Planning, Retirement, Long-term Care, Retirement Planning, Investments, Mutual Funds, Finance, Fixed Annuities, Certified Financial..., Life Insurance, Disability Insurance, IRAs, Strategic Financial..., Valuation
Education
Midwestern State University 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Emiko Neithercut's Merrill Lynch Experience October 2011 - June 2012
Job Associate Marketing Manager at General Mills
Industry Marketing and Advertising
Experience
General Mills July 2014 - Present
General Mills May 2013 - August 2013
Merrill Lynch October 2011 - June 2012
Credit Suisse July 2008 - October 2011
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), Economics
General Mills July 2014 - Present
General Mills May 2013 - August 2013
Merrill Lynch October 2011 - June 2012
Credit Suisse July 2008 - October 2011
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Charles Pollard Charles Pollard's Merrill Lynch Experience May 1993 - October 1996
Job Senior Portfolio Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon September 2006 - Present
BNY Mellon Wealth Management September 2006 - Present
Babson Capital Management September 2002 - May 2006
Wellington Management October 1996 - August 2002
Merrill Lynch May 1993 - October 1996
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Alternative Investments, Capital Markets, Securities, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Banking, Financial Markets, Financial Analysis, Bonds
Education
Vanderbilt University 1991 — 1993
Master of Business Administration (MBA), Finance, General
Middlebury College 1984 — 1989
Bachelor of Science (BS), Economics
BNY Mellon September 2006 - Present
BNY Mellon Wealth Management September 2006 - Present
Babson Capital Management September 2002 - May 2006
Wellington Management October 1996 - August 2002
Merrill Lynch May 1993 - October 1996
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Alternative Investments, Capital Markets, Securities, Asset Allocation, Wealth Management, Financial Modeling, Valuation, Banking, Financial Markets, Financial Analysis, Bonds
Education
Vanderbilt University 1991 — 1993
Master of Business Administration (MBA), Finance, General
Middlebury College 1984 — 1989
Bachelor of Science (BS), Economics
Jacques Passailaigue's Merrill Lynch Experience 2008 - 2009
Job Corporate Analyst at CopyPro, Inc.
Industry Business Supplies and Equipment
Experience
CopyPro, Inc. July 2015 - Present
CopyPro, Inc. November 2011 - Present
Aurora Industrial Supplies, Inc. February 2009 - October 2011
Merrill Lynch 2008 - 2009
Cintas 2006 - 2008
Vector Marketing 2003 - 2006
Skills
Sales Management, Account Management, Sales, Direct Sales, New Business Development, Sales Process, Cold Calling, Solution Selling, Sales Operations, Team Building, Sales Presentations, B2B, Selling, Marketing, Negotiation, Competitive Analysis, Customer Service
Education
Midlands Technical College 2000 — 2003
Midlands Technical College
CopyPro, Inc. July 2015 - Present
CopyPro, Inc. November 2011 - Present
Aurora Industrial Supplies, Inc. February 2009 - October 2011
Merrill Lynch 2008 - 2009
Cintas 2006 - 2008
Vector Marketing 2003 - 2006
Skills
Sales Management, Account Management, Sales, Direct Sales, New Business Development, Sales Process, Cold Calling, Solution Selling, Sales Operations, Team Building, Sales Presentations, B2B, Selling, Marketing, Negotiation, Competitive Analysis, Customer Service
Education
Midlands Technical College 2000 — 2003
Midlands Technical College
Kristine Mongeau Kristine Mongeau's Merrill Lynch Experience December 1994 - August 2001
Job Certified Medical Assistant
Industry Hospital & Health Care
Experience
Summit Medical Group of Berkeley Heights, NJ February 2013 - Present
Marsh & McLennan Insurance Agency September 2008 - May 2012
Brother International Corporation April 2003 - August 2007
Battalia Winston October 2001 - June 2002
Merrill Lynch December 1994 - August 2001
IBJ Schroder Bank & Trust December 1990 - December 1994
Johnson & Johnson 1987 - 1992
Skills
Customer Service, Account Management, Sales, Management, Training, Team Building, Sales Operations, Process Improvement, Microsoft Excel, Sales Management, Marketing, Event Planning, Negotiation, CRM, New Business Development, Teamwork, Insurance, Fundraising, Recruiting, Sales Process, Inventory Management, Team Leadership, Budgets, Business Strategy, Employee Benefits, Leadership
Education
CDM Institute 2012 — 2013
Certified Medical Assistant, Medical/Clinical Assistant
Middlesex County College 1986 — 1986
Middlesex High School 1982 — 1986
HS, Business
Summit Medical Group of Berkeley Heights, NJ February 2013 - Present
Marsh & McLennan Insurance Agency September 2008 - May 2012
Brother International Corporation April 2003 - August 2007
Battalia Winston October 2001 - June 2002
Merrill Lynch December 1994 - August 2001
IBJ Schroder Bank & Trust December 1990 - December 1994
Johnson & Johnson 1987 - 1992
Skills
Customer Service, Account Management, Sales, Management, Training, Team Building, Sales Operations, Process Improvement, Microsoft Excel, Sales Management, Marketing, Event Planning, Negotiation, CRM, New Business Development, Teamwork, Insurance, Fundraising, Recruiting, Sales Process, Inventory Management, Team Leadership, Budgets, Business Strategy, Employee Benefits, Leadership
Education
CDM Institute 2012 — 2013
Certified Medical Assistant, Medical/Clinical Assistant
Middlesex County College 1986 — 1986
Middlesex High School 1982 — 1986
HS, Business
Andre Reguinho Andre Reguinho's Merrill Lynch Experience June 2011 - Present
Job Internal Insurance Specialist
Industry Insurance
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch September 2010 - September 2011
Northwestern Mutual Financial Network May 2008 - August 2009
Alltek Security Systems Grouyp, Inc. 2006 - 2007
Skills
Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, Series 7, Series 66, Life & Health Insurance..., Sales, Equities, 401k, Securities, Investments
Education
Monmouth University 2005 — 2007
BA, Psychology
Middlesex County College 2002 — 2005
AA, Psychology
Merrill Lynch June 2011 - Present
Merrill Lynch September 2010 - September 2011
Northwestern Mutual Financial Network May 2008 - August 2009
Alltek Security Systems Grouyp, Inc. 2006 - 2007
Skills
Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, Series 7, Series 66, Life & Health Insurance..., Sales, Equities, 401k, Securities, Investments
Education
Monmouth University 2005 — 2007
BA, Psychology
Middlesex County College 2002 — 2005
AA, Psychology
Kayla Mullican's Merrill Lynch Experience May 2008 - March 2011
Job Executive Assistant to CFO at Glazer's Inc.
Industry Wine and Spirits
Experience
Glazer's Distributors March 2011 - Present
Junior League of Collin County June 2014 - Present
Merrill Lynch May 2008 - March 2011
Bear Stearns February 2008 - May 2008
Skills
Event Planning, Marketing, Event Management, Outlook, Customer Service, Microsoft Excel, PowerPoint, Social Media, Public Relations, Marketing Communications, Social Media Marketing, Account Management
Education
Midwestern State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Glazer's Distributors March 2011 - Present
Junior League of Collin County June 2014 - Present
Merrill Lynch May 2008 - March 2011
Bear Stearns February 2008 - May 2008
Skills
Event Planning, Marketing, Event Management, Outlook, Customer Service, Microsoft Excel, PowerPoint, Social Media, Public Relations, Marketing Communications, Social Media Marketing, Account Management
Education
Midwestern State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Jim Stahl's Merrill Lynch Experience May 2004 - August 2013
Job Analyst at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management September 2013 - Present
Merrill Lynch May 2004 - August 2013
J.P. Morgan April 2002 - May 2004
Hero Capital July 2000 - April 2001
Chase July 1995 - July 2000
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation
Education
Middlebury College 1991 — 1995
Bachelor of Arts (BA), Economics
Middlesex School 1988 — 1991
Pine River Capital Management September 2013 - Present
Merrill Lynch May 2004 - August 2013
J.P. Morgan April 2002 - May 2004
Hero Capital July 2000 - April 2001
Chase July 1995 - July 2000
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation
Education
Middlebury College 1991 — 1995
Bachelor of Arts (BA), Economics
Middlesex School 1988 — 1991
Graham Davidson Graham Davidson's Merrill Lynch Experience October 2006 - January 2009
Job Vice President Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2014 - Present
Northern Trust February 2011 - March 2014
Raymond James Financial Inc. January 2009 - February 2011
Merrill Lynch October 2006 - January 2009
Golden Bear Realty International August 2005 - October 2006
Professional Athlete June 1997 - August 2005
Education
Mississippi State University 1995 — 1997
Psychology
Midland College 1993 — 1995
Business Administration and Management, General
PNC Wealth Management March 2014 - Present
Northern Trust February 2011 - March 2014
Raymond James Financial Inc. January 2009 - February 2011
Merrill Lynch October 2006 - January 2009
Golden Bear Realty International August 2005 - October 2006
Professional Athlete June 1997 - August 2005
Education
Mississippi State University 1995 — 1997
Psychology
Midland College 1993 — 1995
Business Administration and Management, General
Jenny Gray Jenny Gray's Merrill Lynch Experience February 2007 - February 2009
Job Investment Associate at JPMorgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Morgan Stanley Wealth Management January 2011 - November 2012
Morgan Stanley Wealth Management February 2009 - December 2010
Merrill Lynch February 2007 - February 2009
Education
Midwestern State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
J.P. Morgan April 2013 - Present
Morgan Stanley Wealth Management January 2011 - November 2012
Morgan Stanley Wealth Management February 2009 - December 2010
Merrill Lynch February 2007 - February 2009
Education
Midwestern State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brandon Durham's Merrill Lynch Experience January 2011 - November 2011
Job Senior Analyst at Bazaarvoice
Industry Internet
Experience
Spredfast June 2015 - Present
Amercan Eagle Airlines November 2011 - Present
Bazaarvoice August 2013 - June 2015
AMD May 2012 - October 2012
Merrill Lynch January 2011 - November 2011
Skills
Analytics, Process Improvement, Strategy, Business Strategy, Strategic Planning, Analysis, Business Development
Education
University of Texas of the Permian Basin 2010 — 2011
Bachelor's degree, Economics
Midland College 2007 — 2010
Associate's degree, Professional Pilot
Spredfast June 2015 - Present
Amercan Eagle Airlines November 2011 - Present
Bazaarvoice August 2013 - June 2015
AMD May 2012 - October 2012
Merrill Lynch January 2011 - November 2011
Skills
Analytics, Process Improvement, Strategy, Business Strategy, Strategic Planning, Analysis, Business Development
Education
University of Texas of the Permian Basin 2010 — 2011
Bachelor's degree, Economics
Midland College 2007 — 2010
Associate's degree, Professional Pilot
Shengen Zhai Shengen Zhai's Merrill Lynch Experience March 2014 - June 2014
Job Associate at Arxis Capital
Industry Financial Services
Experience
Arxis Capital September 2014 - Present
Merrill Lynch March 2014 - June 2014
Morgan Stanley July 2013 - March 2014
Morgan Stanley August 2012 - July 2013
Morgan Stanley June 2010 - August 2012
Skills
K/Q, KDB+
Education
Middlebury College 2006 — 2010
B.A., Mathematics & Economics
Arxis Capital September 2014 - Present
Merrill Lynch March 2014 - June 2014
Morgan Stanley July 2013 - March 2014
Morgan Stanley August 2012 - July 2013
Morgan Stanley June 2010 - August 2012
Skills
K/Q, KDB+
Education
Middlebury College 2006 — 2010
B.A., Mathematics & Economics
Eric White Eric White's Merrill Lynch Experience 2008 - 2011
Job CoFounder & President at Dividend Solar, Inc.
Industry Venture Capital & Private Equity
Experience
American Infrastructure MLP Funds 2011 - 2013
Merrill Lynch 2008 - 2011
The Idea Village 2008 - 2008
Merrill Lynch June 2007 - August 2007
Alvarez and Marsal 2006 - 2006
US Congress 2003 - 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Due Diligence, LBO, Bloomberg, Mergers, Investments, Capital Markets, Equities, Data Analysis, Analysis, Entrepreneurship, Finance, Business Strategy, Emerging Markets, Mergers & Acquisitions
Education
Middlebury College
The McDonogh School
Tulane University - A.B. Freeman School of Business
Bachelor's Degree
Wirtschaftsuniversität Wien
American Infrastructure MLP Funds 2011 - 2013
Merrill Lynch 2008 - 2011
The Idea Village 2008 - 2008
Merrill Lynch June 2007 - August 2007
Alvarez and Marsal 2006 - 2006
US Congress 2003 - 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Due Diligence, LBO, Bloomberg, Mergers, Investments, Capital Markets, Equities, Data Analysis, Analysis, Entrepreneurship, Finance, Business Strategy, Emerging Markets, Mergers & Acquisitions
Education
Middlebury College
The McDonogh School
Tulane University - A.B. Freeman School of Business
Bachelor's Degree
Wirtschaftsuniversität Wien
Tyler Macnee Tyler Macnee's Merrill Lynch Experience November 2007 - May 2008
Job Associate Consultant at HawkPartners
Industry Market Research
Experience
HawkPartners November 2014 - Present
FactSet Research Systems October 2012 - November 2014
Generación Politica Sur February 2011 - July 2011
Craig Capital Corporation January 2011 - February 2011
Northwestern Mutual June 2009 - August 2009
Merrill Lynch November 2007 - May 2008
Skills
SQL, Microsoft Excel, SPSS, Regression Analysis, Team Leadership, Teamwork, Data Analysis, Access, PowerPoint, WinSCP, Economics, Analysis
Education
Middlebury College 2008 — 2012
Bachelor of the Arts, Economics, cum laude
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2012
Summer Bridge Program
HawkPartners November 2014 - Present
FactSet Research Systems October 2012 - November 2014
Generación Politica Sur February 2011 - July 2011
Craig Capital Corporation January 2011 - February 2011
Northwestern Mutual June 2009 - August 2009
Merrill Lynch November 2007 - May 2008
Skills
SQL, Microsoft Excel, SPSS, Regression Analysis, Team Leadership, Teamwork, Data Analysis, Access, PowerPoint, WinSCP, Economics, Analysis
Education
Middlebury College 2008 — 2012
Bachelor of the Arts, Economics, cum laude
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2012
Summer Bridge Program
Rawson Hubbell Rawson Hubbell's Merrill Lynch Experience September 2015 - Present
Job Wealth Strategist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Epiphany School 2007 - Present
Boston Private Wealth LLC December 2008 - September 2015
Vitale, Caturano & Company November 2007 - October 2008
Babson Capital Management October 2000 - June 2006
Education
Washington University in St. Louis School of Law 1988 — 1991
J.D., Law
Washington University in St. Louis 1989 — 1991
M.A., Asian Studies
Middlebury College 1981 — 1986
B.A., Economics
Merrill Lynch September 2015 - Present
Epiphany School 2007 - Present
Boston Private Wealth LLC December 2008 - September 2015
Vitale, Caturano & Company November 2007 - October 2008
Babson Capital Management October 2000 - June 2006
Education
Washington University in St. Louis School of Law 1988 — 1991
J.D., Law
Washington University in St. Louis 1989 — 1991
M.A., Asian Studies
Middlebury College 1981 — 1986
B.A., Economics
Alexander Glibbery, MBA Alexander Glibbery, MBA's Merrill Lynch Experience July 2005 - November 2008
Job Investment Advisory • Portfolio Management • Business Development • Sales
Industry Investment Management
Experience
Blue Icarus LLC / Atermon (Family Office) November 2010 - Present
Vanguard Capital December 2008 - November 2010
Merrill Lynch July 2005 - November 2008
ARJENT / D&S Capital January 2001 - July 2005
Bank of Cyprus (London) Ltd. July 1999 - July 2000
Skills
Team Leadership, Decision Making, Strategic Planning, Real Estate, Investments, Asset Management, Wealth Management, Trading, Tax, Asset Managment, Equities, Portfolio Management, Alternative Investments, Financial Advisory, Finance, Strategy, Mergers & Acquisitions, Asset Allocation, Fixed Income, Estate Planning, Retirement Planning, Financial Modeling, Financial Structuring, Business Development, Strategic Financial..., Hedge Funds, Management, Mutual Funds, Private Banking, Private Equity, Private Placements, Valuation, Investment Management, Options, Venture Capital, Securities, Investment Strategies, Financial Planning
Education
University of Leicester 2001 — 2003
MBA, Finance
Middlesex University 1995 — 1999
Bachelor of Arts (B.A.), Business Economics & Law, Hons.
Cambridge Arts & Sciences, United Kingdom 1994 — 1995
A-Level, Economics, Politics, English Literature
Felsted School, United Kingdom 1989 — 1993
GCSE
Campion School, Greece 1980 — 1989
High School
Blue Icarus LLC / Atermon (Family Office) November 2010 - Present
Vanguard Capital December 2008 - November 2010
Merrill Lynch July 2005 - November 2008
ARJENT / D&S Capital January 2001 - July 2005
Bank of Cyprus (London) Ltd. July 1999 - July 2000
Skills
Team Leadership, Decision Making, Strategic Planning, Real Estate, Investments, Asset Management, Wealth Management, Trading, Tax, Asset Managment, Equities, Portfolio Management, Alternative Investments, Financial Advisory, Finance, Strategy, Mergers & Acquisitions, Asset Allocation, Fixed Income, Estate Planning, Retirement Planning, Financial Modeling, Financial Structuring, Business Development, Strategic Financial..., Hedge Funds, Management, Mutual Funds, Private Banking, Private Equity, Private Placements, Valuation, Investment Management, Options, Venture Capital, Securities, Investment Strategies, Financial Planning
Education
University of Leicester 2001 — 2003
MBA, Finance
Middlesex University 1995 — 1999
Bachelor of Arts (B.A.), Business Economics & Law, Hons.
Cambridge Arts & Sciences, United Kingdom 1994 — 1995
A-Level, Economics, Politics, English Literature
Felsted School, United Kingdom 1989 — 1993
GCSE
Campion School, Greece 1980 — 1989
High School
Matthew Hershenson's Merrill Lynch Experience 2007 - 2009
Job Vice President at Mercury Capital Advisors
Industry Venture Capital & Private Equity
Experience
Mercury Capital Advisors October 2009 - Present
Merrill Lynch 2007 - 2009
Skills
Venture Capital, Investment Banking, Mutual Funds, Funding, Financial Services, Financial Advisory, Capital, Real Estate Private..., Private Equity, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Investments, Due Diligence, Capital Markets, LBO, Investor Relations, Corporate Finance, Mergers & Acquisitions, Fund Of Funds, Financial Analysis, Portfolio Management
Education
Middlebury College 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2006
London School of Economics and Political Science 2005 — 2006
General Course, Economics and Political Science
Mercury Capital Advisors October 2009 - Present
Merrill Lynch 2007 - 2009
Skills
Venture Capital, Investment Banking, Mutual Funds, Funding, Financial Services, Financial Advisory, Capital, Real Estate Private..., Private Equity, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Investments, Due Diligence, Capital Markets, LBO, Investor Relations, Corporate Finance, Mergers & Acquisitions, Fund Of Funds, Financial Analysis, Portfolio Management
Education
Middlebury College 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2006
London School of Economics and Political Science 2005 — 2006
General Course, Economics and Political Science
Diane Finamore's Merrill Lynch Experience June 1996 - June 2001
Job Executive Assistant at BristolMyers Squibb
Industry Human Resources
Experience
Bristol-Myers Squibb May 2013 - Present
UMDNJ December 2011 - October 2012
Perle August 2008 - December 2011
Johnson & Johnson February 2008 - April 2008
Cardinal Health October 2006 - December 2007
NJ Cure January 2003 - December 2005
Veeco Instruments July 2001 - January 2003
Merrill Lynch June 1996 - June 2001
Skills
Applicant Tracking..., HRIS, Temporary Placement, Outlook, Customer Service, Project Management, Microsoft Excel, Microsoft Word, Event Planning, Italian, Recruiting, Onboarding, Sourcing, Human Resources, Healthcare, Screening, Employee Relations, Time Management, Vendor Management, Payroll, Management, Administrative..., Process Scheduler, Data Entry, Screening Resumes, PeopleSoft, Hiring, Employee Benefits
Education
Middlesex Community College 2011 — 2011
Certificate, Computer Software Technology
The Stuart School of Business 1995 — 1996
Cetificate, Computer Technology/Computer Systems Technology
New Horizon Computer School 1992 — 1992
Certificate, Microsoft Suite
Bristol-Myers Squibb May 2013 - Present
UMDNJ December 2011 - October 2012
Perle August 2008 - December 2011
Johnson & Johnson February 2008 - April 2008
Cardinal Health October 2006 - December 2007
NJ Cure January 2003 - December 2005
Veeco Instruments July 2001 - January 2003
Merrill Lynch June 1996 - June 2001
Skills
Applicant Tracking..., HRIS, Temporary Placement, Outlook, Customer Service, Project Management, Microsoft Excel, Microsoft Word, Event Planning, Italian, Recruiting, Onboarding, Sourcing, Human Resources, Healthcare, Screening, Employee Relations, Time Management, Vendor Management, Payroll, Management, Administrative..., Process Scheduler, Data Entry, Screening Resumes, PeopleSoft, Hiring, Employee Benefits
Education
Middlesex Community College 2011 — 2011
Certificate, Computer Software Technology
The Stuart School of Business 1995 — 1996
Cetificate, Computer Technology/Computer Systems Technology
New Horizon Computer School 1992 — 1992
Certificate, Microsoft Suite
Michael J. Molnar Michael J. Molnar's Merrill Lynch Experience August 1993 - November 1998
Job Vice President Investment Accounting at BlackRock
Industry Accounting
Experience
BlackRock July 2015 - Present
RAIT Financial Trust February 2006 - March 2015
GMAC Institutional Advisors April 2004 - February 2006
ACE Asset Management August 2002 - April 2004
Chubb Insurance Group May 2000 - August 2002
New York Life Investment Management November 1998 - May 2000
Merrill Lynch August 1993 - November 1998
Skills
Accounting, Investments, Financial Analysis, Financial Reporting, Valuation, Mutual Funds, General Ledger, Financial Services, Financial Accounting, Bloomberg, Fixed Income, Investment Control, Fund Accounting, Asset Management, Finance, Securitization, Asset-backed..., Microsoft Excel, Oracle, Broker-Dealer Operations, SEC Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1993
BS, Accounting
Middlesex County College 1989 — 1991
Associate's degree, Accounting
BlackRock July 2015 - Present
RAIT Financial Trust February 2006 - March 2015
GMAC Institutional Advisors April 2004 - February 2006
ACE Asset Management August 2002 - April 2004
Chubb Insurance Group May 2000 - August 2002
New York Life Investment Management November 1998 - May 2000
Merrill Lynch August 1993 - November 1998
Skills
Accounting, Investments, Financial Analysis, Financial Reporting, Valuation, Mutual Funds, General Ledger, Financial Services, Financial Accounting, Bloomberg, Fixed Income, Investment Control, Fund Accounting, Asset Management, Finance, Securitization, Asset-backed..., Microsoft Excel, Oracle, Broker-Dealer Operations, SEC Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1993
BS, Accounting
Middlesex County College 1989 — 1991
Associate's degree, Accounting
Barbara Gaspar, CPP Barbara Gaspar, CPP's Merrill Lynch Experience 1998 - 2001
Job Payroll Administrator/Human Resource Generalist
Industry Human Resources
Experience
.. August 2010 - Present
Domestic Abuse & Sexual Assault Crisis Center January 2012 - Present
Mid Atlantic Xpress, Inc. March 2012 - June 2015
Readington Farms, Inc. December 2008 - August 2011
Courier News 2005 - 2007
Merrill Lynch 1998 - 2001
Merrill Lynch 1992 - 1998
Skills
Payroll, Employee Benefits, 401k, Compensation, Garnishments, Payroll Processing, Payroll Taxes, Kronos, Benefits Administration, Benefits, Accounting, Pay, Accounts Payable, Excel, Word, General Ledger, Reconciliation, Employee Relations, Compliance, Administration, Policy, Customer Relations, PowerPoint, Outlook, Payroll Administration, Tax, Process Improvement, Research, Problem Solving, Access, Coaching, Accounts Receivable, Team Building, Multi-state Payroll, Onboarding, Payments, Quickbooks, Hiring, Invoicing, Reconciliations, FMLA, Expenses, Spreadsheets, Journal Entries, COBRA Administration, ADP Payroll, HRIS, ADP ReportSmith, Deferred Compensation, Management
Education
Western Governors University 2013 — 2016
Business/Human Resource Management, Business/Human Resource Management
Argosy University 2012 — 2013
Business Administration and Human Resource Management
Middlesex County College
Accounting
Raritan Valley Community College
CPP Certification, Payroll Administration
.. August 2010 - Present
Domestic Abuse & Sexual Assault Crisis Center January 2012 - Present
Mid Atlantic Xpress, Inc. March 2012 - June 2015
Readington Farms, Inc. December 2008 - August 2011
Courier News 2005 - 2007
Merrill Lynch 1998 - 2001
Merrill Lynch 1992 - 1998
Skills
Payroll, Employee Benefits, 401k, Compensation, Garnishments, Payroll Processing, Payroll Taxes, Kronos, Benefits Administration, Benefits, Accounting, Pay, Accounts Payable, Excel, Word, General Ledger, Reconciliation, Employee Relations, Compliance, Administration, Policy, Customer Relations, PowerPoint, Outlook, Payroll Administration, Tax, Process Improvement, Research, Problem Solving, Access, Coaching, Accounts Receivable, Team Building, Multi-state Payroll, Onboarding, Payments, Quickbooks, Hiring, Invoicing, Reconciliations, FMLA, Expenses, Spreadsheets, Journal Entries, COBRA Administration, ADP Payroll, HRIS, ADP ReportSmith, Deferred Compensation, Management
Education
Western Governors University 2013 — 2016
Business/Human Resource Management, Business/Human Resource Management
Argosy University 2012 — 2013
Business Administration and Human Resource Management
Middlesex County College
Accounting
Raritan Valley Community College
CPP Certification, Payroll Administration
Nancy Turco Nancy Turco's Merrill Lynch Experience 1987 - 2008
Job Program Coordinator at Princeton University
Industry Education Management
Experience
Nerium International January 2014 - Present
Princeton University June 2008 - Present
Princeton University June 2008 - Present
Merrill Lynch 1987 - 2008
Skills
PowerPoint, Access, Event Planning, Excel, Word, Microsoft Office, Outlook, Budgeting, Customer Relations, Event Management, Microsoft Excel, Marketing, Recruiting, Training, Organizational..., Leadership, Community Outreach, Public Speaking, Leadership Development, Program Management, Fundraising, Research, Nonprofits, Data Analysis, Budgets, Strategic Planning
Education
Katharine Gibbs College
Middlesex County College
Certification in Medical Transcription
Nerium International January 2014 - Present
Princeton University June 2008 - Present
Princeton University June 2008 - Present
Merrill Lynch 1987 - 2008
Skills
PowerPoint, Access, Event Planning, Excel, Word, Microsoft Office, Outlook, Budgeting, Customer Relations, Event Management, Microsoft Excel, Marketing, Recruiting, Training, Organizational..., Leadership, Community Outreach, Public Speaking, Leadership Development, Program Management, Fundraising, Research, Nonprofits, Data Analysis, Budgets, Strategic Planning
Education
Katharine Gibbs College
Middlesex County College
Certification in Medical Transcription
Jason Watts Jason Watts's Merrill Lynch Experience June 2011 - August 2011
Job Innovating new approaches to global IT transformation
Industry Information Technology and Services
Experience
IBM November 2014 - Present
IBM July 2012 - November 2014
ECI Find New Markets January 2012 - May 2012
South Carolina Small Business Development Center January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
East Tennessee Soccer Federation January 2010 - May 2010
Carter County Mayor's Office February 2009 - May 2010
Skills
Market Research, Research, Public Speaking, Fundraising, Spanish, Selling, Revenue Management, Strategy, Process Improvement, Leadership, Analysis, SAP, Marketing, Budgets, Management, Revenue Analysis, Competitive Analysis, Business Strategy, Change Management, Sales, Project Management
Education
University of South Carolina - The Moore School of Business 2010 — 2012
International MBA, Business Administration and Management, General
Universidad de Salamanca 2011 — 2011
Certificate of Proficiency, Spanish Language and Literature
Milligan College 2006 — 2010
Bachelor of Arts, International Business
International Business Institute 2009 — 2009
International Finance and Economics study throughout 13 European countries
IBM November 2014 - Present
IBM July 2012 - November 2014
ECI Find New Markets January 2012 - May 2012
South Carolina Small Business Development Center January 2012 - May 2012
Merrill Lynch June 2011 - August 2011
East Tennessee Soccer Federation January 2010 - May 2010
Carter County Mayor's Office February 2009 - May 2010
Skills
Market Research, Research, Public Speaking, Fundraising, Spanish, Selling, Revenue Management, Strategy, Process Improvement, Leadership, Analysis, SAP, Marketing, Budgets, Management, Revenue Analysis, Competitive Analysis, Business Strategy, Change Management, Sales, Project Management
Education
University of South Carolina - The Moore School of Business 2010 — 2012
International MBA, Business Administration and Management, General
Universidad de Salamanca 2011 — 2011
Certificate of Proficiency, Spanish Language and Literature
Milligan College 2006 — 2010
Bachelor of Arts, International Business
International Business Institute 2009 — 2009
International Finance and Economics study throughout 13 European countries
Angela Hammer Angela Hammer's Merrill Lynch Experience 1997 - 2001
Job Sr. Talent Acquisition Specialist US Pharma & Global Commercialization at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb June 2013 - Present
PharmaNet/i3 March 2012 - May 2013
Ingersoll Rand August 2011 - December 2011
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company June 2011 - August 2011
Sandoz August 2010 - June 2011
CSA Associates December 2002 - February 2010
Merrill Lynch 1997 - 2001
Skills
Pharmaceutical Industry, Temporary Placement, Contract Recruitment, Recruiting, Talent Management, Executive Search, Human Resources, Employee Engagement, Sourcing, Talent Acquisition, Interviews, Onboarding, Personnel Management, Screening, Employee Relations, College Recruiting, Deferred Compensation, Leadership, Performance Management, Program Management, Strategic Sourcing, Internet Recruiting, Organizational..., Management, Applicant Tracking..., Succession Planning, Oncology, Employee Benefits, Pharmaceutics, Technical Recruiting, Time Management, Screening Resumes, Hiring, Benefits Negotiation, HRIS, Staffing Services, Taleo, Employer Branding, Workforce Planning, PeopleSoft, HR Consulting, HR Policies, Permanent Placement, Employee Training, New Hire Orientations
Education
New Jersey Institute of Technology 1979 — 1984
BS, Computer Science
Middlesex County College
Recruiting & Selecting - Hire Right The First Time
Muhlenberg College
Professional Human Resource Management Certification
Bristol-Myers Squibb June 2013 - Present
PharmaNet/i3 March 2012 - May 2013
Ingersoll Rand August 2011 - December 2011
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company June 2011 - August 2011
Sandoz August 2010 - June 2011
CSA Associates December 2002 - February 2010
Merrill Lynch 1997 - 2001
Skills
Pharmaceutical Industry, Temporary Placement, Contract Recruitment, Recruiting, Talent Management, Executive Search, Human Resources, Employee Engagement, Sourcing, Talent Acquisition, Interviews, Onboarding, Personnel Management, Screening, Employee Relations, College Recruiting, Deferred Compensation, Leadership, Performance Management, Program Management, Strategic Sourcing, Internet Recruiting, Organizational..., Management, Applicant Tracking..., Succession Planning, Oncology, Employee Benefits, Pharmaceutics, Technical Recruiting, Time Management, Screening Resumes, Hiring, Benefits Negotiation, HRIS, Staffing Services, Taleo, Employer Branding, Workforce Planning, PeopleSoft, HR Consulting, HR Policies, Permanent Placement, Employee Training, New Hire Orientations
Education
New Jersey Institute of Technology 1979 — 1984
BS, Computer Science
Middlesex County College
Recruiting & Selecting - Hire Right The First Time
Muhlenberg College
Professional Human Resource Management Certification
Linda Leo Linda Leo's Merrill Lynch Experience November 1980 - November 1981
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2003 - Present
Charles Schwab 1986 - 2002
Montgomery Securities October 1983 - May 1986
Sutro and Company November 1983 - July 1984
Bank of Marin March 1983 - September 1983
Kidder Peabody November 1981 - March 1983
Merrill Lynch November 1980 - November 1981
Skills
Regulatory Analysis, Negotiation, Building Strong Teams, Risk Management, Operational Risk..., Financial Risk, Operational Risk, AML, Enterprise Risk..., Banking, Financial Services, Governance, Process Improvement, Securities, Vendor Management, Program Management, Series 7, Equities
Education
Mills College 1986 — 1988
Bachelor of Arts, History
Pitzer College 1978 — 1980
Pitzer College
Wells Fargo October 2003 - Present
Charles Schwab 1986 - 2002
Montgomery Securities October 1983 - May 1986
Sutro and Company November 1983 - July 1984
Bank of Marin March 1983 - September 1983
Kidder Peabody November 1981 - March 1983
Merrill Lynch November 1980 - November 1981
Skills
Regulatory Analysis, Negotiation, Building Strong Teams, Risk Management, Operational Risk..., Financial Risk, Operational Risk, AML, Enterprise Risk..., Banking, Financial Services, Governance, Process Improvement, Securities, Vendor Management, Program Management, Series 7, Equities
Education
Mills College 1986 — 1988
Bachelor of Arts, History
Pitzer College 1978 — 1980
Pitzer College
Sandra Harris, CFA Sandra Harris, CFA's Merrill Lynch Experience July 1987 - July 1997
Job Partner at Prime II Management
Industry Financial Services
Experience
Prime II Management February 2014 - Present
Morgan Stanley December 2012 - December 2013
Federal Reserve Bank of New York October 2010 - December 2012
Nariman Point Advisors November 2009 - October 2010
PS Associates January 2009 - November 2009
Invesco Ltd. September 2005 - January 2009
Standard & Poor's July 1997 - September 2005
Merrill Lynch July 1987 - July 1997
HSBC 1983 - 1987
Skills
Structured Finance, Credit Derivatives, Credit, Corporate Finance, Commercial Paper, Product Management, Capital Markets, Fixed Income, Structured Products, Securitization, CDO, ABS, Derivatives, Hedge Funds, Bonds, Bloomberg, Leveraged Finance, Credit Risk, Financial Structuring, Securities, Product Marketing, Portfolio Management, Asset Allocation, Financial Markets, Financial Risk, Banking, Investments, Loans, Equities, Alternative Investments, MBS
Education
University of Southern California - Marshall School of Business
MBA, Finance
Mills College
BA, Mathematics
Rogers High School
Prime II Management February 2014 - Present
Morgan Stanley December 2012 - December 2013
Federal Reserve Bank of New York October 2010 - December 2012
Nariman Point Advisors November 2009 - October 2010
PS Associates January 2009 - November 2009
Invesco Ltd. September 2005 - January 2009
Standard & Poor's July 1997 - September 2005
Merrill Lynch July 1987 - July 1997
HSBC 1983 - 1987
Skills
Structured Finance, Credit Derivatives, Credit, Corporate Finance, Commercial Paper, Product Management, Capital Markets, Fixed Income, Structured Products, Securitization, CDO, ABS, Derivatives, Hedge Funds, Bonds, Bloomberg, Leveraged Finance, Credit Risk, Financial Structuring, Securities, Product Marketing, Portfolio Management, Asset Allocation, Financial Markets, Financial Risk, Banking, Investments, Loans, Equities, Alternative Investments, MBS
Education
University of Southern California - Marshall School of Business
MBA, Finance
Mills College
BA, Mathematics
Rogers High School
Donna A Russo's Merrill Lynch Experience 1998 - 2000
Job Graphic Designer/Illustrator
Industry Financial Services
Experience
LexisNexis July 2012 - November 2013
BlackRock January 2006 - January 2012
Merrill Lynch Investment Managers January 2000 - January 2006
Princeton Graphics 1998 - 2000
Merrill Lynch 1998 - 2000
Sukkon Marketing 1997 - 1998
Skills
Photoshoot coordinator, Graphic Design, Digital Illustration, Vector Illustration, Traditional Illustration, Logo Design, Brochures, Direct Mail, Photo Editing, Illustration, Dreamweaver, Web Design, Graphics, Layout, Marketing Communications, Image Editing
Education
Center for the Media Arts 1987 — 1988
Television Graphics with video application
Middlesex County College 1982 — 1985
Marketing Art and Design
LexisNexis July 2012 - November 2013
BlackRock January 2006 - January 2012
Merrill Lynch Investment Managers January 2000 - January 2006
Princeton Graphics 1998 - 2000
Merrill Lynch 1998 - 2000
Sukkon Marketing 1997 - 1998
Skills
Photoshoot coordinator, Graphic Design, Digital Illustration, Vector Illustration, Traditional Illustration, Logo Design, Brochures, Direct Mail, Photo Editing, Illustration, Dreamweaver, Web Design, Graphics, Layout, Marketing Communications, Image Editing
Education
Center for the Media Arts 1987 — 1988
Television Graphics with video application
Middlesex County College 1982 — 1985
Marketing Art and Design
Nilesh Joshi, ITIL, SFC, PMC Nilesh Joshi, ITIL, SFC, PMC's Merrill Lynch Experience May 2008 - June 2010
Job Global Program Management at Johnson & Johnson
Industry Information Technology and Services
Experience
TD November 2012 - Present
Johnson & Johnson May 2011 - October 2012
Pfizer June 2010 - May 2012
Merrill Lynch May 2008 - June 2010
JPMorgan Chase May 2006 - April 2008
Bristol-Myers Squibb January 2004 - April 2006
Schering Plough December 2002 - November 2003
Schering-Plough Research Institute January 2002 - November 2002
Cellit Technologies August 2001 - December 2001
Verizon February 2001 - July 2001
Skills
Cross-functional Team..., CRM, Oracle, Software Documentation, Integration, ERP, Business Process, SQL, SDLC, Project Management, Business Analysis, Testing, Vendor Management, Business Intelligence, Management, Project Planning, Enterprise Architecture, Recruiting, Microsoft SQL Server, IT Strategy, Software Project..., Requirements Analysis, SAP, Outsourcing, Manufacturing
Education
University of Pune 1987 — 1994
Master, Business Administration
Middlesex County College
TD November 2012 - Present
Johnson & Johnson May 2011 - October 2012
Pfizer June 2010 - May 2012
Merrill Lynch May 2008 - June 2010
JPMorgan Chase May 2006 - April 2008
Bristol-Myers Squibb January 2004 - April 2006
Schering Plough December 2002 - November 2003
Schering-Plough Research Institute January 2002 - November 2002
Cellit Technologies August 2001 - December 2001
Verizon February 2001 - July 2001
Skills
Cross-functional Team..., CRM, Oracle, Software Documentation, Integration, ERP, Business Process, SQL, SDLC, Project Management, Business Analysis, Testing, Vendor Management, Business Intelligence, Management, Project Planning, Enterprise Architecture, Recruiting, Microsoft SQL Server, IT Strategy, Software Project..., Requirements Analysis, SAP, Outsourcing, Manufacturing
Education
University of Pune 1987 — 1994
Master, Business Administration
Middlesex County College
Graciela Watrous's Merrill Lynch Experience July 2014 - Present
Job Analyst at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2014 - Present
Center on Food Security and the Environment September 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
The Stanford Daily Newspaper March 2013 - June 2013
Senate Agriculture Committee January 2013 - April 2013
Carnegie Institution for Science June 2012 - September 2012
International Rescue Committee July 2011 - August 2011
Skills
Policy Analysis, Stata, Public Policy, Research, International Relations
Education
Stanford University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Middlebury College 2010 — 2011
Merrill Lynch July 2014 - Present
Center on Food Security and the Environment September 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
The Stanford Daily Newspaper March 2013 - June 2013
Senate Agriculture Committee January 2013 - April 2013
Carnegie Institution for Science June 2012 - September 2012
International Rescue Committee July 2011 - August 2011
Skills
Policy Analysis, Stata, Public Policy, Research, International Relations
Education
Stanford University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Middlebury College 2010 — 2011
John C. Schneider John C. Schneider's Merrill Lynch Experience August 1989 - December 2007
Job Senior Operations Analyst
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Rutgers Business School September 2014 - November 2014
UBS Wealth Management January 2007 - November 2012
Merrill Lynch August 1989 - December 2007
Skills
Securities, Equities, Retirement, Wealth Management, Fixed Income, Mutual Funds, CRM, Strategy, Process Improvement, Leadership, Vendor Management, Management, Financial Services, Analysis, Project Planning, Portfolio Management, Team Building, Relationship Management, Banking, Operations Management, Access, Risk Management, Series 7, Investments, Asset Management, Bloomberg, Executive Management, Hedge Funds, Middle Office
Education
Middlesex County College 1986 — 1987
Middlesex County College
E*TRADE Financial Corporation November 2014 - Present
Rutgers Business School September 2014 - November 2014
UBS Wealth Management January 2007 - November 2012
Merrill Lynch August 1989 - December 2007
Skills
Securities, Equities, Retirement, Wealth Management, Fixed Income, Mutual Funds, CRM, Strategy, Process Improvement, Leadership, Vendor Management, Management, Financial Services, Analysis, Project Planning, Portfolio Management, Team Building, Relationship Management, Banking, Operations Management, Access, Risk Management, Series 7, Investments, Asset Management, Bloomberg, Executive Management, Hedge Funds, Middle Office
Education
Middlesex County College 1986 — 1987
Middlesex County College
Paul Travis Paul Travis's Merrill Lynch Experience May 2008 - July 2010
Job Travis Insurance Group
Industry Financial Services
Experience
Travis Ins Group July 2010 - Present
Merrill Lynch May 2008 - July 2010
Ameriprise Financial Services April 2000 - May 2008
Travis Financial Services June 1988 - April 2000
Skills
Strategic Financial..., Retirement Planning, Business Strategy, Fixed Annuities, Insurance, Life Insurance, Wealth Management, Investments, Public Speaking, Portfolio Management, Strategic Planning, 401k Rollovers, Retirement Plan..., Estate Planning, Series 7
Education
Milligan College
Business Administration
Summit Theological Seminary
Travis Ins Group July 2010 - Present
Merrill Lynch May 2008 - July 2010
Ameriprise Financial Services April 2000 - May 2008
Travis Financial Services June 1988 - April 2000
Skills
Strategic Financial..., Retirement Planning, Business Strategy, Fixed Annuities, Insurance, Life Insurance, Wealth Management, Investments, Public Speaking, Portfolio Management, Strategic Planning, 401k Rollovers, Retirement Plan..., Estate Planning, Series 7
Education
Milligan College
Business Administration
Summit Theological Seminary
Rick Makin Rick Makin's Merrill Lynch Experience December 2006 - February 2008
Job Rivington Holdings, LLC
Industry Capital Markets
Experience
Rivington Holdings LLC October 2011 - Present
GE Energy Financial Services February 2008 - September 2011
Merrill Lynch December 2006 - February 2008
Banc of America Securities May 2004 - November 2006
FleetBoston Securities 2000 - 2004
ING Barings 1994 - 1998
Barclays Bank 1988 - 1994
Skills
Capital Markets, Corporate Finance
Education
Middlebury College 1980 — 1984
BA, Economics
Rivington Holdings LLC October 2011 - Present
GE Energy Financial Services February 2008 - September 2011
Merrill Lynch December 2006 - February 2008
Banc of America Securities May 2004 - November 2006
FleetBoston Securities 2000 - 2004
ING Barings 1994 - 1998
Barclays Bank 1988 - 1994
Skills
Capital Markets, Corporate Finance
Education
Middlebury College 1980 — 1984
BA, Economics
Martin Breu's Merrill Lynch Experience June 2011 - September 2011
Job Analyst at The Investment Fund for Foundations
Industry Financial Services
Experience
The Investment Fund for Foundations July 2012 - Present
Merrill Lynch June 2011 - September 2011
Skills
Stata
Education
Middlebury College 2008 — 2012
Bachelor's degree, Economics
Åre Ski Academy, Järpen Sweden 2007 — 2008
Manchester Central High School 2003 — 2007
The Investment Fund for Foundations July 2012 - Present
Merrill Lynch June 2011 - September 2011
Skills
Stata
Education
Middlebury College 2008 — 2012
Bachelor's degree, Economics
Åre Ski Academy, Järpen Sweden 2007 — 2008
Manchester Central High School 2003 — 2007
Brian O'Toole Brian O'Toole's Merrill Lynch Experience December 1992 - April 2002
Job Production Manager at New Ravenna Mosaics
Industry Farming
Experience
New Ravenna Mosaics January 2015 - Present
Diamond Deuce Fish Farms and Organic Produce November 2014 - Present
Residential Credit Solutions, Inc February 2013 - August 2014
Saxon Mortgage a Morgan Stanley Company August 2009 - December 2012
Saxon Mortgage August 2009 - December 2012
Washington Mutual/Chase February 2007 - July 2009
Chase/Washington Mutual Bank February 2007 - July 2009
ABN AMRO January 2003 - February 2007
ABN AMRO Mortgage January 2003 - February 2007
Merrill Lynch December 1992 - April 2002
Skills
Portfolio Management, Risk Management, Process Improvement, Financial Analysis, Financial Reporting, Vendor Relations, Customer Service, Accounting, Problem Solving, Team Leadership, Analysis, Account Management, Vendor Management, Management, Banking, Business Development, Business Strategy, Finance, Account Reconciliation, Loans, Executive Management, Data Analysis, Business Analysis, Leadership, Business Planning, Team Building, Internal Audit, Strategy, Team Management, Insurance, Strategic Planning, Mortgage Lending, Credit, Management Consulting, Forecasting, Coaching, Mortgage Servicing, Loan Servicing, Training, Default, Mortgage Banking, Business Process..., Loss Mitigation, Call Centers, Financial Services, Policy, Financial Risk, Operations Management, Change Management, CRM
Education
Middlesex County College 1986 — 1987
Piscataway Vo tech 1981 — 1985
Middlesex County College
New Ravenna Mosaics January 2015 - Present
Diamond Deuce Fish Farms and Organic Produce November 2014 - Present
Residential Credit Solutions, Inc February 2013 - August 2014
Saxon Mortgage a Morgan Stanley Company August 2009 - December 2012
Saxon Mortgage August 2009 - December 2012
Washington Mutual/Chase February 2007 - July 2009
Chase/Washington Mutual Bank February 2007 - July 2009
ABN AMRO January 2003 - February 2007
ABN AMRO Mortgage January 2003 - February 2007
Merrill Lynch December 1992 - April 2002
Skills
Portfolio Management, Risk Management, Process Improvement, Financial Analysis, Financial Reporting, Vendor Relations, Customer Service, Accounting, Problem Solving, Team Leadership, Analysis, Account Management, Vendor Management, Management, Banking, Business Development, Business Strategy, Finance, Account Reconciliation, Loans, Executive Management, Data Analysis, Business Analysis, Leadership, Business Planning, Team Building, Internal Audit, Strategy, Team Management, Insurance, Strategic Planning, Mortgage Lending, Credit, Management Consulting, Forecasting, Coaching, Mortgage Servicing, Loan Servicing, Training, Default, Mortgage Banking, Business Process..., Loss Mitigation, Call Centers, Financial Services, Policy, Financial Risk, Operations Management, Change Management, CRM
Education
Middlesex County College 1986 — 1987
Piscataway Vo tech 1981 — 1985
Middlesex County College
Carol Lu Zischke's Merrill Lynch Experience February 1984 - February 1986
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase May 2011 - May 2015
Guardian Mutual Life Insurance Co October 2010 - August 2011
ZL Financial Services January 2008 - January 2011
NAIFA-Mt. Diablo 2006 - 2010
NCL-Acalanes 2002 - 2010
Northwestern Mutual Financial Services September 2006 - January 2008
First Interstate Bank of California March 1986 - June 1994
Merrill Lynch February 1984 - February 1986
Education
Mills College, Graduate School of Business 2003 — 2005
MBA, Business Administration and Management, General
Mills College 1977 — 1980
BA, Economics and Legal Processes
Miramonte High School 1969 — 1973
High School Diploma, 3.4 GPA
Miramonte High School
JPMorgan Chase May 2011 - May 2015
Guardian Mutual Life Insurance Co October 2010 - August 2011
ZL Financial Services January 2008 - January 2011
NAIFA-Mt. Diablo 2006 - 2010
NCL-Acalanes 2002 - 2010
Northwestern Mutual Financial Services September 2006 - January 2008
First Interstate Bank of California March 1986 - June 1994
Merrill Lynch February 1984 - February 1986
Education
Mills College, Graduate School of Business 2003 — 2005
MBA, Business Administration and Management, General
Mills College 1977 — 1980
BA, Economics and Legal Processes
Miramonte High School 1969 — 1973
High School Diploma, 3.4 GPA
Miramonte High School
Theodore Green Theodore Green's Merrill Lynch Experience March 2007 - July 2008
Job Senior Tech Support Specialist
Industry Wireless
Experience
Celgene November 2011 - Present
Verizon Wireless May 2011 - November 2011
Sprint May 2010 - April 2011
Sprint / Virgin Mobile July 2008 - April 2011
Merrill Lynch March 2007 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, XP, IEX, Customer Service, Telecommunications, VoIP, Resource Management, Account Management, Active Directory, Networking, Call Centers, VPN, Software Documentation, Windows XP, Troubleshooting, Technical Support, Help Desk Support
Education
Middlesex County College 2002 — 2005
Associates, Network Administration & Support
Celgene November 2011 - Present
Verizon Wireless May 2011 - November 2011
Sprint May 2010 - April 2011
Sprint / Virgin Mobile July 2008 - April 2011
Merrill Lynch March 2007 - July 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, XP, IEX, Customer Service, Telecommunications, VoIP, Resource Management, Account Management, Active Directory, Networking, Call Centers, VPN, Software Documentation, Windows XP, Troubleshooting, Technical Support, Help Desk Support
Education
Middlesex County College 2002 — 2005
Associates, Network Administration & Support
Michael McGehee Michael McGehee's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Palomar Modular Buildings January 2013 - October 2013
WillMac Companies, LLC May 2011 - December 2012
Southern Methodist University August 2010 - May 2012
Trident Response Group, LLC March 2009 - August 2010
Coker & Palmer, Inc. June 2008 - November 2008
Total Well Solutions March 2002 - March 2003
Skills
Entrepreneurship, Program Management, Valuation, Finance, Operations Management, Investments, Strategy, Networking, Analysis, Competitive Analysis, Financial Modeling, Financial Analysis, Due Diligence, Budgets
Education
Southern Methodist University 2010 — 2012
MBA, Energy Finance, Operations Management
Millsaps College 2005 — 2008
BBA, Finance
Merrill Lynch September 2014 - Present
Palomar Modular Buildings January 2013 - October 2013
WillMac Companies, LLC May 2011 - December 2012
Southern Methodist University August 2010 - May 2012
Trident Response Group, LLC March 2009 - August 2010
Coker & Palmer, Inc. June 2008 - November 2008
Total Well Solutions March 2002 - March 2003
Skills
Entrepreneurship, Program Management, Valuation, Finance, Operations Management, Investments, Strategy, Networking, Analysis, Competitive Analysis, Financial Modeling, Financial Analysis, Due Diligence, Budgets
Education
Southern Methodist University 2010 — 2012
MBA, Energy Finance, Operations Management
Millsaps College 2005 — 2008
BBA, Finance
Tanyia Rebeck Tanyia Rebeck's Merrill Lynch Experience January 1991 - May 2007
Job Personal Assistant
Industry Financial Services
Experience
Merrill Lynch Trust Company 2007 - Present
Merrill Lynch January 1991 - May 2007
Private Family 2003 - April 2007
TJ's January 1986 - January 1988
Skills
Customer Satisfaction, Human Resources, Administrative..., Microsoft Excel, Management, Budgets, Teamwork, Account Management, Account Reconciliation, Hospitality, Healthcare
Education
Middlesex County College
Liberal Arts
Middlesex County College
Liberal Arts studies
Merrill Lynch Trust Company 2007 - Present
Merrill Lynch January 1991 - May 2007
Private Family 2003 - April 2007
TJ's January 1986 - January 1988
Skills
Customer Satisfaction, Human Resources, Administrative..., Microsoft Excel, Management, Budgets, Teamwork, Account Management, Account Reconciliation, Hospitality, Healthcare
Education
Middlesex County College
Liberal Arts
Middlesex County College
Liberal Arts studies
Jeffrey LaPadula Jeffrey LaPadula's Merrill Lynch Experience May 2000 - September 2006
Job Coowner at Terri Vegetarian
Industry Restaurants
Experience
Terri February 2014 - Present
Peacefood Cafe March 2013 - April 2015
PeaceFood Cafe October 2010 - March 2013
Spirit Media Works December 2009 - March 2012
kNow Productions November 2009 - May 2010
Blackrock September 2006 - November 2008
Merrill Lynch May 2000 - September 2006
Skills
Microsoft Excel, Payroll Analysis, Human Resources, Small Business, Customer Service, Financial Analysis, Advocacy, Budgets, Team Management, Leadership, Social Media, Management, Data Analysis, Outlook
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BS, Marketing
Middlesex County College 1995 — 1997
Business Administration
Terri February 2014 - Present
Peacefood Cafe March 2013 - April 2015
PeaceFood Cafe October 2010 - March 2013
Spirit Media Works December 2009 - March 2012
kNow Productions November 2009 - May 2010
Blackrock September 2006 - November 2008
Merrill Lynch May 2000 - September 2006
Skills
Microsoft Excel, Payroll Analysis, Human Resources, Small Business, Customer Service, Financial Analysis, Advocacy, Budgets, Team Management, Leadership, Social Media, Management, Data Analysis, Outlook
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BS, Marketing
Middlesex County College 1995 — 1997
Business Administration
Jill Psiuk Jill Psiuk's Merrill Lynch Experience October 1987 - April 1989
Job Manager, Knowledge Management at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson March 2010 - Present
Johnson & Johnson 2007 - 2010
Johnson & Johnson 2004 - 2007
Johnson & Johnson 2001 - 2004
Johnson & Johnson 1997 - 2001
Johnson & Johnson 1994 - 1997
Johnson & Johnson 1990 - 1994
Johnson & Johnson 1989 - 1990
Merrill Lynch October 1987 - April 1989
Johnson & Johnson 1986 - 1987
Skills
Vendor Management, Requirements Analysis, Project Portfolio..., ITIL, Disaster Recovery, Business Intelligence, Visio, Software Documentation, IT Strategy, Knowledge Management, SDLC, SharePoint, PMP, Business Process, Management, Change Management, Business Analysis, IT Management, Process Improvement, Project Management, Document Management, Program Management, Cross-functional Team..., Healthcare Information..., Governance, Information Management, Business Process...
Education
Rider University 1992 — 1998
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Middlesex County College 1988 — 1992
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Johnson & Johnson March 2010 - Present
Johnson & Johnson 2007 - 2010
Johnson & Johnson 2004 - 2007
Johnson & Johnson 2001 - 2004
Johnson & Johnson 1997 - 2001
Johnson & Johnson 1994 - 1997
Johnson & Johnson 1990 - 1994
Johnson & Johnson 1989 - 1990
Merrill Lynch October 1987 - April 1989
Johnson & Johnson 1986 - 1987
Skills
Vendor Management, Requirements Analysis, Project Portfolio..., ITIL, Disaster Recovery, Business Intelligence, Visio, Software Documentation, IT Strategy, Knowledge Management, SDLC, SharePoint, PMP, Business Process, Management, Change Management, Business Analysis, IT Management, Process Improvement, Project Management, Document Management, Program Management, Cross-functional Team..., Healthcare Information..., Governance, Information Management, Business Process...
Education
Rider University 1992 — 1998
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Middlesex County College 1988 — 1992
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Shamar Armstrong Shamar Armstrong's Merrill Lynch Experience August 2009 - December 2009
Job Multimedia Specialist at Quest Diagnostics & Owner of THiNKCreatively.com
Industry Marketing and Advertising
Experience
Quest Diagnostics November 2012 - Present
The Breakfast Club NJ 2015 - 2015
MetLife August 2011 - November 2012
Bristol-Myers Squibb, Princeton, New Jersey January 2010 - August 2011
Merrill Lynch August 2009 - December 2009
Skills
SharePoint, SQL, JavaScript, HTML, CSS, jQuery, AJAX, XHTML, DHTML, Content Management, Dreamweaver, Email Marketing, Web Development, Front-end, Graphic Design, User Interface, Web Applications, WordPress, Flash, Web Analytics, InDesign, Information Architecture, User Experience, Web Design, User Interface Design, Google Analytics, CMS, Management, Leadership, Advertising, SEO, Photoshop
Education
Katherine Gibbs School 1999 — 2001
Certified in Visual Communications, Marketing, Art & Design
Middlesex County College 1996 — 1998
Associates degree, Applied Science
Quest Diagnostics November 2012 - Present
The Breakfast Club NJ 2015 - 2015
MetLife August 2011 - November 2012
Bristol-Myers Squibb, Princeton, New Jersey January 2010 - August 2011
Merrill Lynch August 2009 - December 2009
Skills
SharePoint, SQL, JavaScript, HTML, CSS, jQuery, AJAX, XHTML, DHTML, Content Management, Dreamweaver, Email Marketing, Web Development, Front-end, Graphic Design, User Interface, Web Applications, WordPress, Flash, Web Analytics, InDesign, Information Architecture, User Experience, Web Design, User Interface Design, Google Analytics, CMS, Management, Leadership, Advertising, SEO, Photoshop
Education
Katherine Gibbs School 1999 — 2001
Certified in Visual Communications, Marketing, Art & Design
Middlesex County College 1996 — 1998
Associates degree, Applied Science
Scott Bryan Hill's Merrill Lynch Experience 1995 - 2003
Job President at Latrobe Financial Management, Member www.finra.org and www.sipc.org
Industry Financial Services
Experience
Latrobe Financial Management May 2003 - Present
Education at Work September 2013 - Present
Merrill Lynch 1995 - 2003
UBS June 1992 - January 1994
Skills
Finance, Leadership, Financial Analysis, Economics, Microeconomics, Management, Financial Reporting, Banking, Training, Financial Accounting, Time Management, Higher Education, Econometrics, Adult Education, Macroeconomics, Equities, Staff Development, Interest Rate Risk..., Investments, Coaching, Fixed Income, Career Counseling, Equity Derivatives, Credit Derivatives, Career Development, Securities Regulation, Securitization, Customer Service, Teaching, Alternative Investments, Analysis, Monetization, Data Analysis, Conflict Resolution, Leadership Development, Accounting, Employee Training, E-Learning, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Team Building, PowerPoint, Strategic Planning, Wealth Management, Team Leadership, Teamwork, Securities
Education
Xavier University 1999 — 2004
Master in Business Administration
University of Colorado at Colorado Springs 2009 — 2010
Graduate Economic Hours, Economics
Middlebury College 1988 — 1992
Political Science, Computer Science Concentration
American College 1999 — 2004
CFP, Financial Planning
The School of Advanced Financial Management 1996 — 1997
CFM, Financial Planning
Latrobe Financial Management May 2003 - Present
Education at Work September 2013 - Present
Merrill Lynch 1995 - 2003
UBS June 1992 - January 1994
Skills
Finance, Leadership, Financial Analysis, Economics, Microeconomics, Management, Financial Reporting, Banking, Training, Financial Accounting, Time Management, Higher Education, Econometrics, Adult Education, Macroeconomics, Equities, Staff Development, Interest Rate Risk..., Investments, Coaching, Fixed Income, Career Counseling, Equity Derivatives, Credit Derivatives, Career Development, Securities Regulation, Securitization, Customer Service, Teaching, Alternative Investments, Analysis, Monetization, Data Analysis, Conflict Resolution, Leadership Development, Accounting, Employee Training, E-Learning, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Team Building, PowerPoint, Strategic Planning, Wealth Management, Team Leadership, Teamwork, Securities
Education
Xavier University 1999 — 2004
Master in Business Administration
University of Colorado at Colorado Springs 2009 — 2010
Graduate Economic Hours, Economics
Middlebury College 1988 — 1992
Political Science, Computer Science Concentration
American College 1999 — 2004
CFP, Financial Planning
The School of Advanced Financial Management 1996 — 1997
CFM, Financial Planning
Kathryn Amenta Kathryn Amenta's Merrill Lynch Experience 1980 - 1984
Job Owner, Kathryn Amenta Financial Advisor
Industry Financial Services
Experience
Kathryn Amenta Financial Advisor 1990 - Present
Merrill Corporation July 1989 - May 1997
Merrill Lynch 1980 - 1984
Skills
Articulate, Concept Ideation, Empathic, Strategic Financial..., Strategic Planning, Start-ups, Empathy, Couples Work, Collaborative Problem..., Small Business, Expenditure Control, Cost Savings Strategies, Action Oriented, People-oriented, Financial Analysis, Personal Finance, Teaching
Education
Mills College 1978 — 1980
BA, Psychology
U.C Berkeley 1978 — 1980
Studied Finance + Psychology
Kathryn Amenta Financial Advisor 1990 - Present
Merrill Corporation July 1989 - May 1997
Merrill Lynch 1980 - 1984
Skills
Articulate, Concept Ideation, Empathic, Strategic Financial..., Strategic Planning, Start-ups, Empathy, Couples Work, Collaborative Problem..., Small Business, Expenditure Control, Cost Savings Strategies, Action Oriented, People-oriented, Financial Analysis, Personal Finance, Teaching
Education
Mills College 1978 — 1980
BA, Psychology
U.C Berkeley 1978 — 1980
Studied Finance + Psychology
Emily Lavroff's Merrill Lynch Experience May 2011 - August 2011
Job HP Programs and Marketing Funds Specialist at SHI International Corp.
Industry Marketing and Advertising
Experience
SHI International Corp. July 2015 - Present
SHI International Corp. June 2014 - July 2015
SHI International Corp. November 2012 - May 2014
Bessemer Trust June 2012 - November 2012
Ramapo College of New Jersey September 2010 - May 2012
Jason Mills LLC January 2007 - January 2012
Merrill Lynch May 2011 - August 2011
Jamba Juice December 2007 - August 2009
Skills
Microsoft Office, Telephone Skills, Organizational..., PowerPoint, Microsoft Excel, Outlook, UPS systems, Microsoft Word, Customer Service, Facebook, Social Media, Teamwork, Research, Time Management, Data Entry, Leadership, Spreadsheets
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science, Business Administration, Marketing
Middlesex County College 2012 — 2012
Certificate, Web Design
SHI International Corp. July 2015 - Present
SHI International Corp. June 2014 - July 2015
SHI International Corp. November 2012 - May 2014
Bessemer Trust June 2012 - November 2012
Ramapo College of New Jersey September 2010 - May 2012
Jason Mills LLC January 2007 - January 2012
Merrill Lynch May 2011 - August 2011
Jamba Juice December 2007 - August 2009
Skills
Microsoft Office, Telephone Skills, Organizational..., PowerPoint, Microsoft Excel, Outlook, UPS systems, Microsoft Word, Customer Service, Facebook, Social Media, Teamwork, Research, Time Management, Data Entry, Leadership, Spreadsheets
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science, Business Administration, Marketing
Middlesex County College 2012 — 2012
Certificate, Web Design
Eric Ambrette Eric Ambrette's Merrill Lynch Experience August 2008 - July 2010
Job Leadership Gift Officer at Boston University
Industry Higher Education
Experience
Boston University December 2013 - Present
Wentworth Institute of Technology November 2010 - November 2013
Merrill Lynch August 2008 - July 2010
Middlebury College May 2006 - June 2008
Skills
Fundraising, Higher Education, Non-profits, Philanthropy, Strategic Planning, Event Planning, Prospect Development, Relationship Development, Event Management, Annual Giving, Portfolio Management, Volunteer Management, Planned Giving, Series 7, Series 66, Asset Management, Major Gift Development, Major Gift Solicitations, Major Gift Cultivation, Alumni Relations, Nonprofits, Stewardship, Prospect Research, Newsletters, Investment Management, Grants, Community Outreach, Non-profit...
Education
Middlebury College 2000 — 2004
BA, Physics
Boston University December 2013 - Present
Wentworth Institute of Technology November 2010 - November 2013
Merrill Lynch August 2008 - July 2010
Middlebury College May 2006 - June 2008
Skills
Fundraising, Higher Education, Non-profits, Philanthropy, Strategic Planning, Event Planning, Prospect Development, Relationship Development, Event Management, Annual Giving, Portfolio Management, Volunteer Management, Planned Giving, Series 7, Series 66, Asset Management, Major Gift Development, Major Gift Solicitations, Major Gift Cultivation, Alumni Relations, Nonprofits, Stewardship, Prospect Research, Newsletters, Investment Management, Grants, Community Outreach, Non-profit...
Education
Middlebury College 2000 — 2004
BA, Physics
Wlassowsky Alexandra Wlassowsky Alexandra's Merrill Lynch Experience October 2010 - July 2012
Job Director, Regional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Merrill Edge January 2012 - Present
Merrill Lynch October 2010 - July 2012
Parallel Advisors July 2010 - November 2010
Morgan Stanley Smith Barney June 1998 - February 2010
Merrill Lynch September 1993 - June 1998
Skills
Financial Advisory, Alternative Investments, Wealth Management, Asset Allocation, Recruiting, Strategy, Mutual Funds, Banking, Asset Managment, Investments, Portfolio Management, New Business Development, Equities, Strategic Financial..., Capital Markets, Retirement Planning, Retirement, Financial Services, Fixed Income, Coaching, Asset Management, FINRA, Wealth Management..., Securities, Insurance, Investment Strategies, Finance, Series 63, Investment Advisory, Series 65, ETFs, Investment Management, Bonds, Relationship Management, High Net Worth..., Options, Private Banking, Wealth, Financial Markets, IRAs, Stocks, Sales, Separately Managed..., Retail Banking, Economics, Branch Management, Trading, Financial Planning, Management
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
M.A., International Policy Studies
World College West 1988 — 1991
B.A., International Business
Merrill Edge July 2015 - Present
Merrill Edge January 2012 - Present
Merrill Lynch October 2010 - July 2012
Parallel Advisors July 2010 - November 2010
Morgan Stanley Smith Barney June 1998 - February 2010
Merrill Lynch September 1993 - June 1998
Skills
Financial Advisory, Alternative Investments, Wealth Management, Asset Allocation, Recruiting, Strategy, Mutual Funds, Banking, Asset Managment, Investments, Portfolio Management, New Business Development, Equities, Strategic Financial..., Capital Markets, Retirement Planning, Retirement, Financial Services, Fixed Income, Coaching, Asset Management, FINRA, Wealth Management..., Securities, Insurance, Investment Strategies, Finance, Series 63, Investment Advisory, Series 65, ETFs, Investment Management, Bonds, Relationship Management, High Net Worth..., Options, Private Banking, Wealth, Financial Markets, IRAs, Stocks, Sales, Separately Managed..., Retail Banking, Economics, Branch Management, Trading, Financial Planning, Management
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
M.A., International Policy Studies
World College West 1988 — 1991
B.A., International Business
Renee Gatz Renee Gatz's Merrill Lynch Experience December 2003 - February 2007
Job Corporate Vice President at New York Life, Eagle Strategies
Industry Financial Services
Experience
New York Life, Eagle Strategies, LLC October 2014 - Present
Barclays Wealth May 2011 - September 2013
Fiserv February 2007 - May 2011
Merrill Lynch December 2003 - February 2007
Prudential Financial January 2003 - June 2003
MetLife Financial Services July 2001 - November 2001
Buck Consultants International July 1998 - July 2000
Pershing November 1993 - July 1998
Skills
Marketing Communications, Strategy, Internal Communications, Direct Marketing, Business Development, Corporate Communications, Integrated Marketing, Advertising, Management, Digital Media, Budgets, Marketing, Analysis, Leadership, Financial Services, Business Strategy, Sales, Social Media, Email Marketing, Online Marketing, CRM, Digital Marketing, Product Marketing, Marketing Management, Strategic Partnerships, Market Research, Lead Generation, Social Media Marketing, Marketing Strategy, Online Advertising, Public Relations, Competitive Analysis, Brand Development, Product Management, SEO, E-commerce, Digital Strategy, B2B, Analytics, SEM, Strategic Communications, Salesforce.com, Social Networking, Brand Management, Content Management, Entrepreneurship, Web Analytics, Start-ups, Market Analysis, Copywriting
Education
St. Peter's College 1994 — 1998
Bachelor's degree, Business Management
Middlesex County College
Associate's degree, Business Administration
New York Life, Eagle Strategies, LLC October 2014 - Present
Barclays Wealth May 2011 - September 2013
Fiserv February 2007 - May 2011
Merrill Lynch December 2003 - February 2007
Prudential Financial January 2003 - June 2003
MetLife Financial Services July 2001 - November 2001
Buck Consultants International July 1998 - July 2000
Pershing November 1993 - July 1998
Skills
Marketing Communications, Strategy, Internal Communications, Direct Marketing, Business Development, Corporate Communications, Integrated Marketing, Advertising, Management, Digital Media, Budgets, Marketing, Analysis, Leadership, Financial Services, Business Strategy, Sales, Social Media, Email Marketing, Online Marketing, CRM, Digital Marketing, Product Marketing, Marketing Management, Strategic Partnerships, Market Research, Lead Generation, Social Media Marketing, Marketing Strategy, Online Advertising, Public Relations, Competitive Analysis, Brand Development, Product Management, SEO, E-commerce, Digital Strategy, B2B, Analytics, SEM, Strategic Communications, Salesforce.com, Social Networking, Brand Management, Content Management, Entrepreneurship, Web Analytics, Start-ups, Market Analysis, Copywriting
Education
St. Peter's College 1994 — 1998
Bachelor's degree, Business Management
Middlesex County College
Associate's degree, Business Administration
Linda Franklin-Moore Linda Franklin-Moore's Merrill Lynch Experience 1992 - 1993
Job
Industry Human Resources
Experience
A Moore and Associates 1999 - Present
The Church of Jesus Christ of Latter-day Saints: Public Affairs 1992 - October 2014
Kershaw News Era 1996 - 1998
First Citizens Bank and Trust Company, Inc. 1994 - 1996
Prudential Securities 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust/NCNB/Bank of America June 1985 - August 1991
WYAK 1984 - 1985
WKZQ 1982 - 1983
Skills
Media Relations, Storytelling, Social Media, Public Speaking, Editing, Public Relations, Blogging, Journalism, Press Releases, Copy Editing, Social Media Marketing, Strategic Communications, Video, Newsletters, Proofreading, Facebook, Corporate Communications, News Writing, Speech Writing, Magazines, Copywriting, Social Networking, Publishing, Advertising, Publicity, Internal Communications, Creative Writing, Crisis Communications, Newspapers, InDesign, Feature Articles, Marketing Communications, AP Style, Multimedia, New Media, Event Planning, Nonprofits, Video Editing
Education
Midlands Technical College 1993 — 1995
Paralegal Studies, A
University of South Carolina-Columbia 1987 — 1992
BA, Journalism
Myrtle Beach High 1979 — 1981
A Moore and Associates 1999 - Present
The Church of Jesus Christ of Latter-day Saints: Public Affairs 1992 - October 2014
Kershaw News Era 1996 - 1998
First Citizens Bank and Trust Company, Inc. 1994 - 1996
Prudential Securities 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust/NCNB/Bank of America June 1985 - August 1991
WYAK 1984 - 1985
WKZQ 1982 - 1983
Skills
Media Relations, Storytelling, Social Media, Public Speaking, Editing, Public Relations, Blogging, Journalism, Press Releases, Copy Editing, Social Media Marketing, Strategic Communications, Video, Newsletters, Proofreading, Facebook, Corporate Communications, News Writing, Speech Writing, Magazines, Copywriting, Social Networking, Publishing, Advertising, Publicity, Internal Communications, Creative Writing, Crisis Communications, Newspapers, InDesign, Feature Articles, Marketing Communications, AP Style, Multimedia, New Media, Event Planning, Nonprofits, Video Editing
Education
Midlands Technical College 1993 — 1995
Paralegal Studies, A
University of South Carolina-Columbia 1987 — 1992
BA, Journalism
Myrtle Beach High 1979 — 1981
Michael Vitiello Michael Vitiello's Merrill Lynch Experience January 2006 - October 2006
Job Service Sales Manager at Cisco US & CanadaCable,Media,Video
Industry Computer Networking
Experience
Cisco June 2014 - Present
Cisco Systems May 2013 - June 2014
Cisco Systems November 2006 - August 2013
Merrill Lynch January 2006 - October 2006
Wellfleet Wireless January 2005 - January 2006
Morgan Stanley January 2003 - December 2005
IBM January 1995 - December 2003
IBM Global Services 1995 - 2003
Merck-Medco 1994 - 1995
Skills
Professional Services, Project Management, Social Networking, IT Strategy, Vendor Management, IT Service Management, Data Center, Management Consulting, Business Transformation, Program Management, Project Portfolio..., Integration, IT Management, Information Technology, Telecommunications, Management, Cross-functional Team..., Strategy, Business Process, Cloud Computing, Solution Selling, SaaS, Managed Services, Leadership, Pre-sales, Strategic Partnerships, Consulting
Education
Middlesex County College 1990 — 1993
Business
CPI Technical School 1981 — 1983
Technical, Electronics/Computers
Cisco June 2014 - Present
Cisco Systems May 2013 - June 2014
Cisco Systems November 2006 - August 2013
Merrill Lynch January 2006 - October 2006
Wellfleet Wireless January 2005 - January 2006
Morgan Stanley January 2003 - December 2005
IBM January 1995 - December 2003
IBM Global Services 1995 - 2003
Merck-Medco 1994 - 1995
Skills
Professional Services, Project Management, Social Networking, IT Strategy, Vendor Management, IT Service Management, Data Center, Management Consulting, Business Transformation, Program Management, Project Portfolio..., Integration, IT Management, Information Technology, Telecommunications, Management, Cross-functional Team..., Strategy, Business Process, Cloud Computing, Solution Selling, SaaS, Managed Services, Leadership, Pre-sales, Strategic Partnerships, Consulting
Education
Middlesex County College 1990 — 1993
Business
CPI Technical School 1981 — 1983
Technical, Electronics/Computers
Ethan Binnion Ethan Binnion's Merrill Lynch Experience
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Financial Planning, Investments, Mutual Funds, Retirement Planning, Wealth Management
Education
Midwestern State University 2001 — 2003
Business Computer Information Systems, Business/Finance
Merrill Lynch
Skills
Financial Planning, Investments, Mutual Funds, Retirement Planning, Wealth Management
Education
Midwestern State University 2001 — 2003
Business Computer Information Systems, Business/Finance
Lottyette V King's Merrill Lynch Experience 1997 - 2004
Job ADMINISTRATIVE ASSISTANT at MetLife Solutions Group
Industry Financial Services
Experience
MetLife Solutions Group, 28M August 2015 - Present
MetLife Securities Brokerage 2004 - 2015
Merrill Lynch 1997 - 2004
City National Bank 1995 - 1997
Skills
Customer Service, Nonprofits, Insurance, Research, Mutual Funds, Financial Services, Event Management, Banking, Training, Time Management, Leadership, Public Speaking, Quality Auditing, Account Reconciliation, Employee Benefits, Microsoft Office
Education
Middlesex County College, Edison, New Jersey
Paralegal Studies
The American Institute of Banking, Newark, New Jersey
Certificate, Economics
Essex County Vocational and Technical High School, Newark, New Jersey
Business and Stenography
MetLife Solutions Group, 28M August 2015 - Present
MetLife Securities Brokerage 2004 - 2015
Merrill Lynch 1997 - 2004
City National Bank 1995 - 1997
Skills
Customer Service, Nonprofits, Insurance, Research, Mutual Funds, Financial Services, Event Management, Banking, Training, Time Management, Leadership, Public Speaking, Quality Auditing, Account Reconciliation, Employee Benefits, Microsoft Office
Education
Middlesex County College, Edison, New Jersey
Paralegal Studies
The American Institute of Banking, Newark, New Jersey
Certificate, Economics
Essex County Vocational and Technical High School, Newark, New Jersey
Business and Stenography
Christos Walters Christos Walters's Merrill Lynch Experience September 2012 - Present
Job Retirement and Distribution Services
Industry Financial Services
Experience
Merrill-Lynch September 2012 - Present
Old Man Rafferty's Restaurant October 2010 - November 2011
Old Man Rafferty's Restaurant October 2006 - October 2010
Gusto Grill February 2004 - October 2006
Skills
Customer Relations, Customer Service
Education
Farleigh Dickinson University 2006 — 2009
Bachelor of the Arts; Restaurant, Hospitality; Tourism Management
Middlesex County College 2002 — 2005
Associate's, Hospitality
Merrill-Lynch September 2012 - Present
Old Man Rafferty's Restaurant October 2010 - November 2011
Old Man Rafferty's Restaurant October 2006 - October 2010
Gusto Grill February 2004 - October 2006
Skills
Customer Relations, Customer Service
Education
Farleigh Dickinson University 2006 — 2009
Bachelor of the Arts; Restaurant, Hospitality; Tourism Management
Middlesex County College 2002 — 2005
Associate's, Hospitality
Renata Skersyte Renata Skersyte's Merrill Lynch Experience June 2005 - August 2005
Job Business Analyst at ISCS
Industry Insurance
Experience
ISCS May 2014 - Present
Capital Insurance Group November 2012 - May 2014
Safeco Insurance August 2012 - November 2012
Safeco Insurance May 2011 - August 2012
Mutual of Enumclaw November 2010 - May 2011
Dole Fresh Vegetables, Inc. June 2010 - October 2010
Monterey Institute of International Studies April 2010 - May 2010
Sequoia Insurance August 2006 - May 2009
Merrill Lynch June 2005 - August 2005
Skills
Property & Casualty..., Insurance, Access, Microsoft Excel, Leadership, Business Analysis, Microsoft Office, Analysis, Process Improvement, Actuarial Science, Excel, Cognos, Essbase, SQL, General Insurance, Risk Management, Underwriting, Reinsurance, Project Management, Strategic Planning, Java, Casualty Insurance, Liability, Business Strategy, Management, Commercial Insurance, Vendor Management
Education
Monterey Institute of International Studies
Masters in Business Administration, International Finance
Roosevelt University
Bachelor, Finance
Vilniaus Universitetas
Associate, Statistics
ISCS May 2014 - Present
Capital Insurance Group November 2012 - May 2014
Safeco Insurance August 2012 - November 2012
Safeco Insurance May 2011 - August 2012
Mutual of Enumclaw November 2010 - May 2011
Dole Fresh Vegetables, Inc. June 2010 - October 2010
Monterey Institute of International Studies April 2010 - May 2010
Sequoia Insurance August 2006 - May 2009
Merrill Lynch June 2005 - August 2005
Skills
Property & Casualty..., Insurance, Access, Microsoft Excel, Leadership, Business Analysis, Microsoft Office, Analysis, Process Improvement, Actuarial Science, Excel, Cognos, Essbase, SQL, General Insurance, Risk Management, Underwriting, Reinsurance, Project Management, Strategic Planning, Java, Casualty Insurance, Liability, Business Strategy, Management, Commercial Insurance, Vendor Management
Education
Monterey Institute of International Studies
Masters in Business Administration, International Finance
Roosevelt University
Bachelor, Finance
Vilniaus Universitetas
Associate, Statistics
Savannah A. Mangum Savannah A. Mangum's Merrill Lynch Experience July 2013 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Wells Fargo December 2012 - July 2013
Skills
Softphone, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Sales Management, Marketing, Customer Service, Quality Assurance, Team Leadership, Job Coaching, Management, Training, Teamwork, Time Management, Coaching, Leadership, Social Media, Public Speaking, Access, Customer Satisfaction, Data Entry, Social Networking, Outlook, Research, Event Management, Hospitality, Telephone Skills, Inventory Management, Employee Training, Communication, Team Building
Education
Midlands Technical College 2013 — 2016
ACCOUNTING/MANAGEMENT
Newberry College 2011 — 2012
Dutch Fork High School
South Carolina Dental Association
Merrill Lynch July 2013 - Present
Wells Fargo December 2012 - July 2013
Skills
Softphone, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Sales Management, Marketing, Customer Service, Quality Assurance, Team Leadership, Job Coaching, Management, Training, Teamwork, Time Management, Coaching, Leadership, Social Media, Public Speaking, Access, Customer Satisfaction, Data Entry, Social Networking, Outlook, Research, Event Management, Hospitality, Telephone Skills, Inventory Management, Employee Training, Communication, Team Building
Education
Midlands Technical College 2013 — 2016
ACCOUNTING/MANAGEMENT
Newberry College 2011 — 2012
Dutch Fork High School
South Carolina Dental Association
Keith Amorim's Merrill Lynch Experience September 2012 - December 2012
Job Field Sales at Nixon Uniform Services & Medical Wear
Industry Textiles
Experience
Nixon Uniform Service & Medical Wear January 2014 - Present
Schlesinger Associates July 2013 - December 2013
Merrill Lynch September 2012 - December 2012
Longhorn Steakhouse February 2008 - September 2012
Skills
Goal Oriented, Time Management, Leadership, Team Leadership, Critical Thinking, Communication, Teamwork, Team-oriented, Social Skills, Sales, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Montclair State University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.15
Middlesex County College 2007 — 2010
Associate of Arts (A.A.), Liberal arts
Nixon Uniform Service & Medical Wear January 2014 - Present
Schlesinger Associates July 2013 - December 2013
Merrill Lynch September 2012 - December 2012
Longhorn Steakhouse February 2008 - September 2012
Skills
Goal Oriented, Time Management, Leadership, Team Leadership, Critical Thinking, Communication, Teamwork, Team-oriented, Social Skills, Sales, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Montclair State University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.15
Middlesex County College 2007 — 2010
Associate of Arts (A.A.), Liberal arts
Barry Duran Harris's Merrill Lynch Experience January 2006 - December 2009
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch January 2010 - December 2013
Mathematica Policy Research June 2012 - July 2013
Merrill Lynch January 2006 - December 2009
FedEx November 2007 - December 2008
Merrill Lynch April 2004 - December 2005
Verizon September 2002 - March 2004
Cablevision August 2000 - August 2002
Skills
Investments, Financial Services, Team Leadership, Banking, Finance, Equities, Fixed Income, Mutual Funds, Securities, 401k, Series 7, Customer Service, Leadership, Microsoft Excel, Retirement, Microsoft Office
Education
Middlesex County College 2000 — 2002
Associate's degree, Telecommunications Technology/Technician
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch January 2010 - December 2013
Mathematica Policy Research June 2012 - July 2013
Merrill Lynch January 2006 - December 2009
FedEx November 2007 - December 2008
Merrill Lynch April 2004 - December 2005
Verizon September 2002 - March 2004
Cablevision August 2000 - August 2002
Skills
Investments, Financial Services, Team Leadership, Banking, Finance, Equities, Fixed Income, Mutual Funds, Securities, 401k, Series 7, Customer Service, Leadership, Microsoft Excel, Retirement, Microsoft Office
Education
Middlesex County College 2000 — 2002
Associate's degree, Telecommunications Technology/Technician
Thomas Southworth Diemar, CFP® Thomas Southworth Diemar, CFP®'s Merrill Lynch Experience February 2003 - January 2005
Job Private Banker at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Fiduciary Trust Company September 2010 - May 2015
Beacon Trust Company December 2008 - September 2010
Peapack-Gladstone Bank January 2005 - December 2008
Merrill Lynch February 2003 - January 2005
Bear Stearns September 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Strategic Financial..., Investment Management, Trust & Estates
Education
Middlebury College 1996 — 2000
Bachelor of Arts, History
Tuck Business Bridge Program 1999 — 1999
Diploma
The Pingry School 1991 — 1996
Diploma
Far Hills Country Day School 1983 — 1991
Dimploma
Brown Brothers Harriman May 2015 - Present
Fiduciary Trust Company September 2010 - May 2015
Beacon Trust Company December 2008 - September 2010
Peapack-Gladstone Bank January 2005 - December 2008
Merrill Lynch February 2003 - January 2005
Bear Stearns September 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Strategic Financial..., Investment Management, Trust & Estates
Education
Middlebury College 1996 — 2000
Bachelor of Arts, History
Tuck Business Bridge Program 1999 — 1999
Diploma
The Pingry School 1991 — 1996
Diploma
Far Hills Country Day School 1983 — 1991
Dimploma
Stephanie Sammons's Merrill Lynch Experience August 2006 - April 2009
Job Teaching Entrepreneurs How to Build Influence in the Digital Age | #1 Best Selling Author | Speaker | Texas Gal
Industry Professional Training & Coaching
Experience
Wired Advisor Media with Stephanie Sammons January 2010 - Present
Merrill Lynch August 2006 - April 2009
UBS July 2001 - August 2006
Merrill Lynch May 1995 - July 2001
Skills
Social Media Marketing, Online Marketing, Blogging, Digital Marketing, Marketing Strategy, Content Marketing, Thought Leadership, LinkedIn, Entrepreneurship, Content Strategy, Digital Strategy, Public Speaking, Published Author, Online Advertising, LinkedIn Marketing, Online Lead Generation, SEO, Email Marketing, WordPress, LinkedIn Advertising, LinkedIn Training, Marketing, Social Media, Social Networking, Social Media Strategist, Analytics, Blog Marketing, Strategy, Blogging Software, Web Marketing, Inbound Marketing, Financial Advisor..., Social Media Advertising, Website Development, Inbound Lead Generation, Positioning, Content Development, Digital Media, Business Development, Social Marketing, B2B Marketing, SEM, Lead Generation, Landing Page..., Leadership, Web Analytics, Mobile Marketing, Google Analytics, Social Media Measurement, Podcasting
Education
Midwestern State University 1989 — 1992
BBA, Economics
University of Oklahoma 1988 — 1989
The University of Dallas
Graduate Studies, Business
Plano Senior High School 1986 — 1988
Wired Advisor Media with Stephanie Sammons January 2010 - Present
Merrill Lynch August 2006 - April 2009
UBS July 2001 - August 2006
Merrill Lynch May 1995 - July 2001
Skills
Social Media Marketing, Online Marketing, Blogging, Digital Marketing, Marketing Strategy, Content Marketing, Thought Leadership, LinkedIn, Entrepreneurship, Content Strategy, Digital Strategy, Public Speaking, Published Author, Online Advertising, LinkedIn Marketing, Online Lead Generation, SEO, Email Marketing, WordPress, LinkedIn Advertising, LinkedIn Training, Marketing, Social Media, Social Networking, Social Media Strategist, Analytics, Blog Marketing, Strategy, Blogging Software, Web Marketing, Inbound Marketing, Financial Advisor..., Social Media Advertising, Website Development, Inbound Lead Generation, Positioning, Content Development, Digital Media, Business Development, Social Marketing, B2B Marketing, SEM, Lead Generation, Landing Page..., Leadership, Web Analytics, Mobile Marketing, Google Analytics, Social Media Measurement, Podcasting
Education
Midwestern State University 1989 — 1992
BBA, Economics
University of Oklahoma 1988 — 1989
The University of Dallas
Graduate Studies, Business
Plano Senior High School 1986 — 1988
Kathryn DeBaker Kathryn DeBaker's Merrill Lynch Experience November 1989 - March 2009
Job Executive (Confidential) Secretary
Industry Human Resources
Experience
Edison Board of Education - Human Resources January 2011 - Present
NJAPSA (New Jersey Association of Pupil Services Administrators January 2011 - Present
Edison Board of Education - Special Services April 2009 - January 2012
Edison Board of Education - Menlo Park Elementary School October 2003 - March 2009
Merrill Lynch November 1989 - March 2009
Edison Police Department October 1980 - November 1989
Skills
Administrative..., Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Research, Social Media, Public Speaking, Customer Service, Administrative..., Recruiting, Training, Data Entry
Education
Middlesex County College
Edison Board of Education - Human Resources January 2011 - Present
NJAPSA (New Jersey Association of Pupil Services Administrators January 2011 - Present
Edison Board of Education - Special Services April 2009 - January 2012
Edison Board of Education - Menlo Park Elementary School October 2003 - March 2009
Merrill Lynch November 1989 - March 2009
Edison Police Department October 1980 - November 1989
Skills
Administrative..., Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Research, Social Media, Public Speaking, Customer Service, Administrative..., Recruiting, Training, Data Entry
Education
Middlesex County College
Kelly Buckley's Merrill Lynch Experience July 1987 - April 1995
Job Managing Principal, Managing Director for Asset Management at Spectrum Financial Alliance Ltd, LLC
Industry Financial Services
Experience
Spectrum Financial Alliance Ltd, LLC April 1995 - Present
Air National Guard July 1987 - April 2000
Merrill Lynch July 1987 - April 1995
United States Air Force May 1985 - July 1987
United States Air Force July 1982 - July 1985
United States Air Force June 1980 - May 1985
UNITED STATES AIR FORCE ACADEMY June 1975 - June 1980
Skills
Investment Advisory, Financial Planning, Money Management, Wealth Building, Asset Management, Investment Management, Top Secret SCI Security..., Strategic Planning, Leadership
Education
Midwestern State University 1982 — 1986
Master of Business Administration (M.B.A.), Finance, General
United States Air Force Academy 1975 — 1979
Bachelor's Degree, Social Sciences, Minor in Engineering
Bryan Station High School 1972 — 1975
High School
Spectrum Financial Alliance Ltd, LLC April 1995 - Present
Air National Guard July 1987 - April 2000
Merrill Lynch July 1987 - April 1995
United States Air Force May 1985 - July 1987
United States Air Force July 1982 - July 1985
United States Air Force June 1980 - May 1985
UNITED STATES AIR FORCE ACADEMY June 1975 - June 1980
Skills
Investment Advisory, Financial Planning, Money Management, Wealth Building, Asset Management, Investment Management, Top Secret SCI Security..., Strategic Planning, Leadership
Education
Midwestern State University 1982 — 1986
Master of Business Administration (M.B.A.), Finance, General
United States Air Force Academy 1975 — 1979
Bachelor's Degree, Social Sciences, Minor in Engineering
Bryan Station High School 1972 — 1975
High School
Mark Nardella's Merrill Lynch Experience April 1997 - May 2006
Job Sr. Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2010 - Present
U.S. Trust May 2007 - December 2010
Merrill Lynch April 1997 - May 2006
Skills
Wealth Management, Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Estate Planning
Education
Middlebury College 1982 — 1986
Bachelor's degree, Economics/Environmental Studies
Syracuse University 1988 — 1990
Master of Business Administration (M.B.A.), Marketing, A
VALIC December 2010 - Present
U.S. Trust May 2007 - December 2010
Merrill Lynch April 1997 - May 2006
Skills
Wealth Management, Retirement Planning, Investments, Long Term Care Insurance, Life Insurance, Estate Planning
Education
Middlebury College 1982 — 1986
Bachelor's degree, Economics/Environmental Studies
Syracuse University 1988 — 1990
Master of Business Administration (M.B.A.), Marketing, A
Brandon Lee Brandon Lee's Merrill Lynch Experience December 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Henry Lee & Associates February 2013 - Present
Diana Ponzini & Associates August 2010 - Present
Equity First Financial November 2013 - May 2014
Guess May 2012 - June 2013
Financial Marketing Group September 2011 - August 2012
Skills
Microsoft Office, Customer Service, Teaching, Public Speaking, Strategic Planning, Budgets, Sales Management, Team Leadership, Market Research, Financial Analysis, Time Management, Sales, Analysis, Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Bachelor of Arts (BA), Economics
Middlesex County College 2007 — 2009
Accounting
Merrill Lynch December 2014 - Present
Henry Lee & Associates February 2013 - Present
Diana Ponzini & Associates August 2010 - Present
Equity First Financial November 2013 - May 2014
Guess May 2012 - June 2013
Financial Marketing Group September 2011 - August 2012
Skills
Microsoft Office, Customer Service, Teaching, Public Speaking, Strategic Planning, Budgets, Sales Management, Team Leadership, Market Research, Financial Analysis, Time Management, Sales, Analysis, Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Bachelor of Arts (BA), Economics
Middlesex County College 2007 — 2009
Accounting
Winslow Furber Winslow Furber's Merrill Lynch Experience March 2000 - July 2007
Job Owner, Polymath LLC
Industry Construction
Experience
SailMaine November 2011 - April 2014
La Napoule Art Foundation 2004 - 2012
Merrill Lynch March 2000 - July 2007
Skills
Non-profits, Volunteer Management, Public Speaking, Community Outreach, Event Planning, Public Relations, Research, Strategic Planning, Microsoft Office, Marketing, Microsoft Excel, Fundraising, Nonprofits, Grant Writing
Education
Middlebury College 1981 — 1985
BA, Fine Arts
St Paul's School Advanced Studies Program
SailMaine November 2011 - April 2014
La Napoule Art Foundation 2004 - 2012
Merrill Lynch March 2000 - July 2007
Skills
Non-profits, Volunteer Management, Public Speaking, Community Outreach, Event Planning, Public Relations, Research, Strategic Planning, Microsoft Office, Marketing, Microsoft Excel, Fundraising, Nonprofits, Grant Writing
Education
Middlebury College 1981 — 1985
BA, Fine Arts
St Paul's School Advanced Studies Program
Andrew Stewart Andrew Stewart's Merrill Lynch Experience June 2004 - June 2006
Job Vice President at Ares Management
Industry Financial Services
Experience
Ares Management October 2014 - Present
Arrowhead Mezzanine June 2014 - October 2014
Arrowhead Mezzanine June 2010 - June 2014
Moelis & Company May 2009 - August 2009
Arrowhead Mezzanine May 2006 - May 2008
Merrill Lynch June 2004 - June 2006
Skills
Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Middlebury College 2000 — 2004
Ares Management October 2014 - Present
Arrowhead Mezzanine June 2014 - October 2014
Arrowhead Mezzanine June 2010 - June 2014
Moelis & Company May 2009 - August 2009
Arrowhead Mezzanine May 2006 - May 2008
Merrill Lynch June 2004 - June 2006
Skills
Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Middlebury College 2000 — 2004
Linda Stevenson, AASPR Linda Stevenson, AASPR's Merrill Lynch Experience 1999 - 2000
Job Provider Recruitment Specialist
Industry Human Resources
Experience
Baystate Health December 2014 - Present
Baystate Health July 2013 - December 2014
ISO New England February 2001 - January 2012
Merrill Lynch 1999 - 2000
American Express March 1989 - November 1996
Skills
Physician Recruitment, Advanced Practitioner..., Recruitment Advertising, Recruitment Marketing, physician sourcing, HRIS, Onboarding, Employee Recognition, Performance Appraisal, Benefits Administration, Business Process, Benefits Support, Compliance Management, Code of Conduct, Business Process...
Education
Middlebury College 1982 — 1996
Bachelor of Arts (B.A.), History/French
Mechanicville High School
Middlebury College
Bachelor of Arts, History & French
Baystate Health December 2014 - Present
Baystate Health July 2013 - December 2014
ISO New England February 2001 - January 2012
Merrill Lynch 1999 - 2000
American Express March 1989 - November 1996
Skills
Physician Recruitment, Advanced Practitioner..., Recruitment Advertising, Recruitment Marketing, physician sourcing, HRIS, Onboarding, Employee Recognition, Performance Appraisal, Benefits Administration, Business Process, Benefits Support, Compliance Management, Code of Conduct, Business Process...
Education
Middlebury College 1982 — 1996
Bachelor of Arts (B.A.), History/French
Mechanicville High School
Middlebury College
Bachelor of Arts, History & French
Kathleen Sipps Kathleen Sipps's Merrill Lynch Experience March 2011 - June 2011
Job Working for a Great Company!
Industry Financial Services
Experience
Office Team / Nuclear Electric Insurance, Ltd. June 2015 - Present
Quad656 / EP Henry April 2014 - October 2014
Airborne Systems September 2012 - March 2014
MidCoast Community Bank January 2012 - May 2012
Conde Nast June 2011 - December 2011
Merrill Lynch March 2011 - June 2011
Endo Pharmaceuticals December 2010 - February 2011
Endo Pharmaceuticals Inc June 2010 - July 2010
Merrill Lynch December 1996 - June 2008
Chase Manhattan April 1994 - August 1996
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Visio, Accounting, Office Administration, Calendaring, Customer Service, Leadership, Time Management, Highly Dedicated, Event Planning, Adaptability, Organizational..., Continuous Improvement, Confidentiality, Dedicated Professional
Education
Middlesex County College
Business
Office Team / Nuclear Electric Insurance, Ltd. June 2015 - Present
Quad656 / EP Henry April 2014 - October 2014
Airborne Systems September 2012 - March 2014
MidCoast Community Bank January 2012 - May 2012
Conde Nast June 2011 - December 2011
Merrill Lynch March 2011 - June 2011
Endo Pharmaceuticals December 2010 - February 2011
Endo Pharmaceuticals Inc June 2010 - July 2010
Merrill Lynch December 1996 - June 2008
Chase Manhattan April 1994 - August 1996
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Visio, Accounting, Office Administration, Calendaring, Customer Service, Leadership, Time Management, Highly Dedicated, Event Planning, Adaptability, Organizational..., Continuous Improvement, Confidentiality, Dedicated Professional
Education
Middlesex County College
Business
Brian Humpert Brian Humpert's Merrill Lynch Experience September 2012 - July 2013
Job Petroleum Engineering Student
Industry Oil & Energy
Experience
Merrill Lynch September 2012 - July 2013
Echometer Company June 2011 - September 2012
Hamilton Park Tennis Center August 2008 - December 2010
Skills
Microsoft Office, Bloomberg Software, Financial Statement..., Uniform Combined State..., Series 7, General Securities...
Education
Texas Tech University 2013 — 2016
Bachelor's Degree, Petroleum Engineering
Midwestern State University 2007 — 2011
Bachelor of Business Administration, Finance
Merrill Lynch September 2012 - July 2013
Echometer Company June 2011 - September 2012
Hamilton Park Tennis Center August 2008 - December 2010
Skills
Microsoft Office, Bloomberg Software, Financial Statement..., Uniform Combined State..., Series 7, General Securities...
Education
Texas Tech University 2013 — 2016
Bachelor's Degree, Petroleum Engineering
Midwestern State University 2007 — 2011
Bachelor of Business Administration, Finance
Hayden Riley Ellison's Merrill Lynch Experience January 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Morgan Stanley Wealth Management January 2013 - January 2015
LaRoque Studio Boutique January 2012 - January 2013
Collins & Lacy, P.C. May 2011 - January 2012
Nelson Mullins January 2010 - May 2011
Skills
Litigation, Product Liability, Personal Injury..., General Business..., Defense of Legal..., White Collar Criminal..., Directors and Officers..., Various Insurance..., Civil Litigation, Depositions, Intellectual Property, Legal Assistance, Legal Research, Legal Writing, Lexis, Litigation Support, Research, Trials, Westlaw
Education
Midlands Technical College 2009 — 2010
Paralegal
University of South Carolina-Columbia 2005 — 2009
Political Science, Criminology
Merrill Lynch January 2015 - Present
Morgan Stanley Wealth Management January 2013 - January 2015
LaRoque Studio Boutique January 2012 - January 2013
Collins & Lacy, P.C. May 2011 - January 2012
Nelson Mullins January 2010 - May 2011
Skills
Litigation, Product Liability, Personal Injury..., General Business..., Defense of Legal..., White Collar Criminal..., Directors and Officers..., Various Insurance..., Civil Litigation, Depositions, Intellectual Property, Legal Assistance, Legal Research, Legal Writing, Lexis, Litigation Support, Research, Trials, Westlaw
Education
Midlands Technical College 2009 — 2010
Paralegal
University of South Carolina-Columbia 2005 — 2009
Political Science, Criminology
Rommin Adl Rommin Adl's Merrill Lynch Experience 1987 - 1988
Job Executive Vice President, Chairman BTS Digital Services and Head of Global Marketing
Industry Management Consulting
Experience
BTS January 2009 - Present
BTS 2008 - July 2009
Strategic Management Group, Inc., a BTS Company February 2005 - January 2008
BTS 1994 - 2005
Merrill Lynch 1987 - 1988
Skills
Leadership Development, Management Consulting, Organizational..., Strategic Planning, Management, Business Strategy, Leadership, Strategy, Talent Management, Training, Organizational Design, Change Management, New Business Development
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Management
Middlebury College 1983 — 1987
BA, Economics
The Hill School 1981 — 1983
BTS January 2009 - Present
BTS 2008 - July 2009
Strategic Management Group, Inc., a BTS Company February 2005 - January 2008
BTS 1994 - 2005
Merrill Lynch 1987 - 1988
Skills
Leadership Development, Management Consulting, Organizational..., Strategic Planning, Management, Business Strategy, Leadership, Strategy, Talent Management, Training, Organizational Design, Change Management, New Business Development
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Management
Middlebury College 1983 — 1987
BA, Economics
The Hill School 1981 — 1983
Marguerite Moisio Marguerite Moisio's Merrill Lynch Experience June 2006 - August 2006
Job Private Banker at Whitney Bank: Facilitating individual clients’ wealth management goals
Industry Financial Services
Experience
Whitney Bank November 2013 - Present
JPMorgan Private Bank August 2007 - October 2013
Vertex Chemical Corporation 1999 - 2010
Merrill Lynch June 2006 - August 2006
M.D. Sass September 2002 - July 2005
Alliance Bernstein June 2000 - September 2002
Skills
Private Banking, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Capital Markets, Alternative Investments, Private Equity, Portfolio Management, Series 7, Investment Management, Mutual Funds, Emerging Markets, Competitive Analysis, Financial Advisory, Financial Services, Asset Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Marketing
Middlebury College 1996 — 2000
BA, History
John Burroughs High School 1989 — 1995
Whitney Bank November 2013 - Present
JPMorgan Private Bank August 2007 - October 2013
Vertex Chemical Corporation 1999 - 2010
Merrill Lynch June 2006 - August 2006
M.D. Sass September 2002 - July 2005
Alliance Bernstein June 2000 - September 2002
Skills
Private Banking, Hedge Funds, Fixed Income, Equities, Asset Managment, Investments, Capital Markets, Alternative Investments, Private Equity, Portfolio Management, Series 7, Investment Management, Mutual Funds, Emerging Markets, Competitive Analysis, Financial Advisory, Financial Services, Asset Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Marketing
Middlebury College 1996 — 2000
BA, History
John Burroughs High School 1989 — 1995
Carrie Crissey Carrie Crissey's Merrill Lynch Experience April 1997 - January 2004
Job Administrative Assistant
Industry Oil & Energy
Experience
Halliburton November 2011 - Present
University of Kentucky July 2004 - October 2011
Fifth Third Bank January 2004 - July 2007
Merrill Lynch April 1997 - January 2004
Helzberg Diamonds June 1993 - April 1997
Skills
Microsoft Office, Research, Event Planning, Public Speaking, Nonprofits, Data Analysis, Higher Education, Contract Negotiation, Volunteer Management, Community Outreach, Program Development, Quality Assurance, Grant Writing, Administrative..., Engineering, Office Administration, Outlook, Records Management, System Administration, Office Management, Non-profits, Budgets, Leadership
Education
Midway College 1984 — 1986
Associate Degree, Education
Halliburton November 2011 - Present
University of Kentucky July 2004 - October 2011
Fifth Third Bank January 2004 - July 2007
Merrill Lynch April 1997 - January 2004
Helzberg Diamonds June 1993 - April 1997
Skills
Microsoft Office, Research, Event Planning, Public Speaking, Nonprofits, Data Analysis, Higher Education, Contract Negotiation, Volunteer Management, Community Outreach, Program Development, Quality Assurance, Grant Writing, Administrative..., Engineering, Office Administration, Outlook, Records Management, System Administration, Office Management, Non-profits, Budgets, Leadership
Education
Midway College 1984 — 1986
Associate Degree, Education
Cory Olsen Cory Olsen's Merrill Lynch Experience September 1994 - January 1999
Job Business Development/Online Marketing/ SEO Copywriter
Industry Information Technology and Services
Experience
National Loan Auditors November 2008 - Present
Cory Olsen Consulting July 2007 - Present
Carvechi Group June 2008 - November 2008
Baytech Web Solutions November 2007 - July 2008
JHRB Enterprises February 2006 - January 2007
Tsingtao Beer Joint Venture December 2003 - May 2004
Quingdao University February 1999 - June 2001
Alteon WebSystems/Nortel August 1999 - February 2001
Merrill Lynch September 1994 - January 1999
United States Marine Corps July 1989 - July 1997
Education
Middlebury Institute of International Studies at Monterey 2003 — 2004
First year MBA and Chinese Language Studies
University of Cambridge 2001 — 2002
Oriental Studies
The School for Advanced Financial Management, Princeton Campus 1996 — 1997
CFM, Finance and Economics
College of Saint Scholastica 1990 — 1994
B.A., Languages and Literature
National Loan Auditors November 2008 - Present
Cory Olsen Consulting July 2007 - Present
Carvechi Group June 2008 - November 2008
Baytech Web Solutions November 2007 - July 2008
JHRB Enterprises February 2006 - January 2007
Tsingtao Beer Joint Venture December 2003 - May 2004
Quingdao University February 1999 - June 2001
Alteon WebSystems/Nortel August 1999 - February 2001
Merrill Lynch September 1994 - January 1999
United States Marine Corps July 1989 - July 1997
Education
Middlebury Institute of International Studies at Monterey 2003 — 2004
First year MBA and Chinese Language Studies
University of Cambridge 2001 — 2002
Oriental Studies
The School for Advanced Financial Management, Princeton Campus 1996 — 1997
CFM, Finance and Economics
College of Saint Scholastica 1990 — 1994
B.A., Languages and Literature
Raquel Padilla Raquel Padilla's Merrill Lynch Experience February 2002 - May 2012
Job VP Client Operations at Syntal Capital Partners, LLC Registered Client Service Associate
Industry Financial Services
Experience
Syntal Capital Partners, LLC May 2012 - Present
Merrill Lynch February 2002 - May 2012
Skills
Wealth Management, Microsoft Excel, Constant Contact, Microsoft Office, Outlook, Customer Service..., Salesforce.com, 10 Key, Private Banking
Education
Midland College
Syntal Capital Partners, LLC May 2012 - Present
Merrill Lynch February 2002 - May 2012
Skills
Wealth Management, Microsoft Excel, Constant Contact, Microsoft Office, Outlook, Customer Service..., Salesforce.com, 10 Key, Private Banking
Education
Midland College
Benjamin Couch's Merrill Lynch Experience October 2003 - December 2003
Job Sustainability in Sourcing
Industry Logistics and Supply Chain
Experience
Traditional Medicinals, Inc. October 2014 - Present
Traditional Medicinals, Inc. July 2013 - October 2014
Traditional Medicinals, Inc. March 2010 - June 2013
Ties To The World September 2007 - July 2008
Lafayette-Orinda Presbyterian Church April 2007 - March 2008
Pacific Ozone Technology March 2006 - March 2007
MetricTest August 2004 - November 2005
Merrill Lynch October 2003 - December 2003
Skills
Leadership, Non-profits, Nonprofits, Management, Business Development, Strategy, Strategic Planning, Marketing, Competitive Analysis, Project Management, Social Entrepreneurship, Fundraising, Research, Business Strategy, Online Marketing, Spanish, Advertising, Training
Education
Monterey Institute of International Studies 2011 — 2012
Master of Business Administration (MBA)
Monterey Institute of International Studies, Fisher Graduate School of International Business 2011 — 2012
International MBA, Operations & Supply Chain
Whitworth University 2000 — 2004
Bachelor of Arts, International Business 2004; Marketing, Leadership Studies and Religion
Traditional Medicinals, Inc. October 2014 - Present
Traditional Medicinals, Inc. July 2013 - October 2014
Traditional Medicinals, Inc. March 2010 - June 2013
Ties To The World September 2007 - July 2008
Lafayette-Orinda Presbyterian Church April 2007 - March 2008
Pacific Ozone Technology March 2006 - March 2007
MetricTest August 2004 - November 2005
Merrill Lynch October 2003 - December 2003
Skills
Leadership, Non-profits, Nonprofits, Management, Business Development, Strategy, Strategic Planning, Marketing, Competitive Analysis, Project Management, Social Entrepreneurship, Fundraising, Research, Business Strategy, Online Marketing, Spanish, Advertising, Training
Education
Monterey Institute of International Studies 2011 — 2012
Master of Business Administration (MBA)
Monterey Institute of International Studies, Fisher Graduate School of International Business 2011 — 2012
International MBA, Operations & Supply Chain
Whitworth University 2000 — 2004
Bachelor of Arts, International Business 2004; Marketing, Leadership Studies and Religion
Mario Barbato's Merrill Lynch Experience January 1989 - August 2005
Job Director of Client Information Services at Lord Abbett
Industry Financial Services
Experience
Lord Abbett August 2005 - Present
Merrill Lynch January 1989 - August 2005
Skills
Mutual Funds, CRM, New Business Development, Wealth Management, Project Management
Education
Middlesex County College 1985 — 1988
Rutgers University-New Brunswick 1983 — 1985
Lord Abbett August 2005 - Present
Merrill Lynch January 1989 - August 2005
Skills
Mutual Funds, CRM, New Business Development, Wealth Management, Project Management
Education
Middlesex County College 1985 — 1988
Rutgers University-New Brunswick 1983 — 1985
Jackie Fairburn's Merrill Lynch Experience December 2006 - December 2009
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America/Merrill Lynch January 2009 - February 2015
Merrill Lynch December 2006 - December 2009
Bristol-Myers Squibb January 2002 - August 2004
Skills
Marketing Strategy, Marketing Communications, Project Management, Leadership, Teamwork, Team Leadership, Cross-functional Team..., Communication, Corporate Communications, Corporate Identity, Brand Management, Organizational..., Creative Solutions, Collaborative Problem..., Key Account Management, Vendor Management, Marketing, Advertising, Management, Integrated Marketing, Business Development, Strategy, Online Marketing, Direct Mail, Email Marketing, Direct Marketing, Social Media Marketing, Strategic Planning, Financial Services, Digital Marketing, Creative Direction, Brand Development, CRM
Education
Middlesex County College 1987 — 1988
Associate of Arts and Sciences (A.A.S.), Marketing, 3.75 GPA
Bank of America/Merrill Lynch January 2009 - February 2015
Merrill Lynch December 2006 - December 2009
Bristol-Myers Squibb January 2002 - August 2004
Skills
Marketing Strategy, Marketing Communications, Project Management, Leadership, Teamwork, Team Leadership, Cross-functional Team..., Communication, Corporate Communications, Corporate Identity, Brand Management, Organizational..., Creative Solutions, Collaborative Problem..., Key Account Management, Vendor Management, Marketing, Advertising, Management, Integrated Marketing, Business Development, Strategy, Online Marketing, Direct Mail, Email Marketing, Direct Marketing, Social Media Marketing, Strategic Planning, Financial Services, Digital Marketing, Creative Direction, Brand Development, CRM
Education
Middlesex County College 1987 — 1988
Associate of Arts and Sciences (A.A.S.), Marketing, 3.75 GPA
James Visina's Merrill Lynch Experience April 1999 - November 2002
Job President at Orientalia
Industry Fine Art
Experience
Orientalia April 2008 - Present
CSG May 2003 - April 2008
Merrill Lynch April 1999 - November 2002
Park n Shop 1995 - 1996
Skills
Portfolio Management, Investment Banking, Financial Analysis, Investments, Equities, Corporate Finance, Capital Markets, Strategic Financial..., Fixed Income, Financial Services, Mandarin, Investor Relations, Due Diligence, Entrepreneurship, Art, Management Consulting, Market Research, Chinese, Curating, Strategy
Education
Johns Hopkins SAIS
Nanjing PR China, International Politics and Economics
Middlebury College
Bachelor of Arts (B.A.), East Asian Studies
Orientalia April 2008 - Present
CSG May 2003 - April 2008
Merrill Lynch April 1999 - November 2002
Park n Shop 1995 - 1996
Skills
Portfolio Management, Investment Banking, Financial Analysis, Investments, Equities, Corporate Finance, Capital Markets, Strategic Financial..., Fixed Income, Financial Services, Mandarin, Investor Relations, Due Diligence, Entrepreneurship, Art, Management Consulting, Market Research, Chinese, Curating, Strategy
Education
Johns Hopkins SAIS
Nanjing PR China, International Politics and Economics
Middlebury College
Bachelor of Arts (B.A.), East Asian Studies
Laura Angus's Merrill Lynch Experience April 2003 - October 2013
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Merrill Lynch April 2003 - October 2013
State Street Research 2001 - March 2003
Fleet Bank 1998 - 2001
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Modeling, Financial Analysis, Investment Banking, Mutual Funds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor's degree, Corporate Finance
Middlesex Community College 1998 — 2000
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Morgan Stanley August 2014 - Present
Merrill Lynch April 2003 - October 2013
State Street Research 2001 - March 2003
Fleet Bank 1998 - 2001
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Modeling, Financial Analysis, Investment Banking, Mutual Funds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor's degree, Corporate Finance
Middlesex Community College 1998 — 2000
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Tyler Kepler's Merrill Lynch Experience 2005 - 2007
Job VP at Build Inc
Industry Real Estate
Anthony DiGiovanni's Merrill Lynch Experience February 1993 - February 2004
Job President Advantage Consulting
Industry Financial Services
Experience
Advantage Consulting LLC July 2012 - Present
Citi November 2008 - July 2012
Citi March 2007 - November 2008
SS&C Technologies February 2004 - March 2007
Merrill Lynch February 1993 - February 2004
Skills
•Advanced in Microsoft..., •Advent Geneva, SS&C..., •HTML, JavaScript,..., Hedge Funds, Financial Services, Portfolio Management, Fund Accounting, Equities, Internal Controls, Alternative Investments, Account Reconciliation, Asset Management, Financial Risk, Finance, Private Equity, Mutual Funds, Back Office, Bonds, Corporate Finance, Financial Analysis, Wealth Management, Commodity, Corporate Actions, Financial Modeling, Risk Management, Financial Markets, Analysis, Middle Office, Fixed Income, Bloomberg, Valuation, Accounting, System Integrators, Trading Systems, Derivatives, Securities, Options, Capital Markets
Education
Rider University 1995 — 1998
Bachelor's degree, Accounting
Rutgers University 1992 — 1995
Political Science and Government
Middlesex County College 1988 — 1992
Criminal Justice and Corrections
Advantage Consulting LLC July 2012 - Present
Citi November 2008 - July 2012
Citi March 2007 - November 2008
SS&C Technologies February 2004 - March 2007
Merrill Lynch February 1993 - February 2004
Skills
•Advanced in Microsoft..., •Advent Geneva, SS&C..., •HTML, JavaScript,..., Hedge Funds, Financial Services, Portfolio Management, Fund Accounting, Equities, Internal Controls, Alternative Investments, Account Reconciliation, Asset Management, Financial Risk, Finance, Private Equity, Mutual Funds, Back Office, Bonds, Corporate Finance, Financial Analysis, Wealth Management, Commodity, Corporate Actions, Financial Modeling, Risk Management, Financial Markets, Analysis, Middle Office, Fixed Income, Bloomberg, Valuation, Accounting, System Integrators, Trading Systems, Derivatives, Securities, Options, Capital Markets
Education
Rider University 1995 — 1998
Bachelor's degree, Accounting
Rutgers University 1992 — 1995
Political Science and Government
Middlesex County College 1988 — 1992
Criminal Justice and Corrections
Laurie Duarte's Merrill Lynch Experience 1998 - 2000
Job Experienced marketing professional and entrepreneur
Industry Marketing and Advertising
Experience
CBS Radio January 2006 - November 2007
Laurie Weber February 2002 - February 2006
Merrill Lynch 1998 - 2000
Education
The Tuck School of Business at Dartmouth 2002 — 2004
Middlebury College 1994 — 1998
BA, Biology and Psychology
CBS Radio January 2006 - November 2007
Laurie Weber February 2002 - February 2006
Merrill Lynch 1998 - 2000
Education
The Tuck School of Business at Dartmouth 2002 — 2004
Middlebury College 1994 — 1998
BA, Biology and Psychology
Charles Macintosh's Merrill Lynch Experience May 2005 - October 2008
Job First Key Holdings
Industry Financial Services
Experience
Hire Heroes USA August 2014 - Present
Cerberus Capital Management/First Key Holdings March 2013 - Present
Team Rubicon, Inc. June 2012 - Present
Sterne Agee May 2012 - March 2013
Morgan Keegan December 2009 - May 2012
Thornburg Mortgage December 2008 - October 2009
Merrill Lynch May 2005 - October 2008
Lehman Brothers February 2002 - May 2005
Credit Suisse July 1999 - February 2002
Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation
Education
Middlebury College 1995 — 1999
BA, Economics
Hire Heroes USA August 2014 - Present
Cerberus Capital Management/First Key Holdings March 2013 - Present
Team Rubicon, Inc. June 2012 - Present
Sterne Agee May 2012 - March 2013
Morgan Keegan December 2009 - May 2012
Thornburg Mortgage December 2008 - October 2009
Merrill Lynch May 2005 - October 2008
Lehman Brothers February 2002 - May 2005
Credit Suisse July 1999 - February 2002
Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation
Education
Middlebury College 1995 — 1999
BA, Economics
Daniel Acquah's Merrill Lynch Experience February 2008 - May 2009
Job Consultant at Kinetix Trading Technologies
Industry Computer Software
Experience
Kinetix Trading Solutions April 2011 - Present
Citi Group February 2010 - April 2011
JPMorgan Chase May 2009 - February 2010
Merrill Lynch February 2008 - May 2009
JPMorgan Chase July 2003 - February 2008
Fleet Bank December 2000 - June 2003
Conclusive Logic June 1997 - December 2000
Education
Middlesex University 1996 — 1997
Msc, Business Information Technology
University of Science and Technology 1992 — 1996
Bsc, Physics
Kinetix Trading Solutions April 2011 - Present
Citi Group February 2010 - April 2011
JPMorgan Chase May 2009 - February 2010
Merrill Lynch February 2008 - May 2009
JPMorgan Chase July 2003 - February 2008
Fleet Bank December 2000 - June 2003
Conclusive Logic June 1997 - December 2000
Education
Middlesex University 1996 — 1997
Msc, Business Information Technology
University of Science and Technology 1992 — 1996
Bsc, Physics
Andrew Guggenhime's Merrill Lynch Experience August 1996 - January 2000
Job Chief Operating Officer and Chief Financial Officer at Dermira, Inc.
Industry Biotechnology
Experience
Dermira, Inc. April 2014 - Present
CardioDx September 2011 - April 2014
Calistoga Pharmaceuticals September 2010 - April 2011
Facet Biotech Corporation December 2008 - June 2010
PDL BioPharma April 2006 - December 2008
Neoforma, Inc. January 2000 - March 2006
Merrill Lynch August 1996 - January 2000
Wells Fargo Bank August 1990 - June 1994
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance, Accounting
Middlebury College 1986 — 1990
B.A., International Politics & Economics
San Francisco University High School 1982 — 1986
Town School for Boys 1973 — 1982
Dermira, Inc. April 2014 - Present
CardioDx September 2011 - April 2014
Calistoga Pharmaceuticals September 2010 - April 2011
Facet Biotech Corporation December 2008 - June 2010
PDL BioPharma April 2006 - December 2008
Neoforma, Inc. January 2000 - March 2006
Merrill Lynch August 1996 - January 2000
Wells Fargo Bank August 1990 - June 1994
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance, Accounting
Middlebury College 1986 — 1990
B.A., International Politics & Economics
San Francisco University High School 1982 — 1986
Town School for Boys 1973 — 1982
Joshua Scherer's Merrill Lynch Experience 1994 - 1997
Job Self Employed
Industry Investment Banking
Experience
Self Employed February 2015 - Present
Perella Weinberg Partners June 2007 - February 2015
Houlihan Lokey 1999 - 2007
Merrill Lynch 1994 - 1997
Skills
Investment Banking, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Modeling, Investments, M, Mergers, Mergers, Securities, Valuation
Education
Middlebury College 1990 — 1994
Economics, Japanese
Self Employed February 2015 - Present
Perella Weinberg Partners June 2007 - February 2015
Houlihan Lokey 1999 - 2007
Merrill Lynch 1994 - 1997
Skills
Investment Banking, Business Strategy, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Modeling, Investments, M, Mergers, Mergers, Securities, Valuation
Education
Middlebury College 1990 — 1994
Economics, Japanese
Robert Truitt's Merrill Lynch Experience June 1993 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1993 - Present
Education
Milligan College 1967 — 1971
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Merrill Lynch June 1993 - Present
Education
Milligan College 1967 — 1971
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Jose Matamis's Merrill Lynch Experience 1997 - 2006
Job Owner Sweet Technology Services LLC
Industry Financial Services
Experience
Sweet Technology Services LLC - Owner July 2015 - Present
Sweet Technology Services LLC - Owner April 2014 - June 2015
RBS Global Banking & Markets February 2006 - April 2014
Merrill Lynch 1997 - 2006
IKON Office Solutions April 1997 - September 2005
Price Waterhouse 1998 - 1999
Nabisco Biscuit Company 1997 - 1998
Ernst & Young 1996 - 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Trading Systems, Derivatives, Electronic Trading, Market Data, SDLC, Sybase, Interest Rate..., FX Options, Credit Derivatives, Equity Derivatives, Swaps, System Deployment, Application Packaging, Business Analysis, Disaster Recovery, Software Development, Equities, Risk Management
Education
Middlesex University 1994 — 1995
BS, Accounting - London
State University of New York at New Paltz 1993 — 1995
BS, Accounting
Sewanhaka High School 1987 — 1988
GITI - MCSE Certification
Microsoft Certified Systems Engineer
Sweet Technology Services LLC - Owner July 2015 - Present
Sweet Technology Services LLC - Owner April 2014 - June 2015
RBS Global Banking & Markets February 2006 - April 2014
Merrill Lynch 1997 - 2006
IKON Office Solutions April 1997 - September 2005
Price Waterhouse 1998 - 1999
Nabisco Biscuit Company 1997 - 1998
Ernst & Young 1996 - 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Trading Systems, Derivatives, Electronic Trading, Market Data, SDLC, Sybase, Interest Rate..., FX Options, Credit Derivatives, Equity Derivatives, Swaps, System Deployment, Application Packaging, Business Analysis, Disaster Recovery, Software Development, Equities, Risk Management
Education
Middlesex University 1994 — 1995
BS, Accounting - London
State University of New York at New Paltz 1993 — 1995
BS, Accounting
Sewanhaka High School 1987 — 1988
GITI - MCSE Certification
Microsoft Certified Systems Engineer
Sassano Joe's Merrill Lynch Experience 1974 - 1988
Job Design Consultant for ShelfGenie of Norwalk
Industry Financial Services
Experience
ShelfGenie March 2014 - Present
Shelf Genie March 2009 - March 2014
The Bank of New Canaan June 2007 - July 2008
Morgan Stanley Smith Barney 2002 - 2008
SmithBarney/CitiMortgage December 2002 - May 2007
Merrill Lynch 1974 - 1988
Prudential Relocation 1974 - 1988
Merrill Lynch Relocation Management 1974 - 1988
Merrill Lynch Relocation 1974 - 1988
Skills
Business Development, Sales, Management, Real Estate, Sales Management, Selling, Leadership, New Business Development, Marketing, Small Business, Strategic Planning, Project Management, Direct Sales, Operations Management, Account Management
Education
Middlebury College 1967 — 1971
ShelfGenie March 2014 - Present
Shelf Genie March 2009 - March 2014
The Bank of New Canaan June 2007 - July 2008
Morgan Stanley Smith Barney 2002 - 2008
SmithBarney/CitiMortgage December 2002 - May 2007
Merrill Lynch 1974 - 1988
Prudential Relocation 1974 - 1988
Merrill Lynch Relocation Management 1974 - 1988
Merrill Lynch Relocation 1974 - 1988
Skills
Business Development, Sales, Management, Real Estate, Sales Management, Selling, Leadership, New Business Development, Marketing, Small Business, Strategic Planning, Project Management, Direct Sales, Operations Management, Account Management
Education
Middlebury College 1967 — 1971
Mike Moe's Merrill Lynch Experience 1992 - 1998
Job owner at MOE AV LLC
Industry Events Services
Experience
MOE AV LLC September 2012 - Present
MOE AV LLC September 2012 - Present
MOE CO Inc. January 1998 - December 2012
Gerber Acoustics 2000 - 2011
MOE CO PRODUCTIONS January 1981 - April 1998
Merrill Lynch 1992 - 1998
Skills
Video, Audio, AV, Recording, Event Management, Music, Audio Editing, FOH, Live Sound, Audio Engineering, Sound, Live Events, Audio Mixing, Sound Reinforcement, Staging, Corporate Events, Sound Design, Festivals, Professional Audio, Theatre, Sound Systems, Live Recording, Stage Lighting, Concert Production, Acoustics, Audio Conferencing, Stage, Production Systems, Technical Direction, Band, Sound Editing, Broadcast, Concerts, Audio Processing
Education
Meyer Sound 2 day class 2013 — 2013
Audio, acoustics, audio measurement
Yamaha M7CL Class 2009 — 2009
digital audio mixing
SYN-AUD-CON 1994 — 2009
Audio
Middlesex County College 1980 — 1982
Electronics
Sayreville War Memorial High School 1977 — 1979
Middlesex County College
SIA Smaart School
Acoustic Measurement
MOE AV LLC September 2012 - Present
MOE AV LLC September 2012 - Present
MOE CO Inc. January 1998 - December 2012
Gerber Acoustics 2000 - 2011
MOE CO PRODUCTIONS January 1981 - April 1998
Merrill Lynch 1992 - 1998
Skills
Video, Audio, AV, Recording, Event Management, Music, Audio Editing, FOH, Live Sound, Audio Engineering, Sound, Live Events, Audio Mixing, Sound Reinforcement, Staging, Corporate Events, Sound Design, Festivals, Professional Audio, Theatre, Sound Systems, Live Recording, Stage Lighting, Concert Production, Acoustics, Audio Conferencing, Stage, Production Systems, Technical Direction, Band, Sound Editing, Broadcast, Concerts, Audio Processing
Education
Meyer Sound 2 day class 2013 — 2013
Audio, acoustics, audio measurement
Yamaha M7CL Class 2009 — 2009
digital audio mixing
SYN-AUD-CON 1994 — 2009
Audio
Middlesex County College 1980 — 1982
Electronics
Sayreville War Memorial High School 1977 — 1979
Middlesex County College
SIA Smaart School
Acoustic Measurement
Scotty Davis's Merrill Lynch Experience May 1994 - December 2000
Job Producer / Writer
Industry Entertainment
Experience
A Mind's Eye Productions June 2010 - Present
Card International Motion Picture Corporation January 2008 - June 2010
Merrill Lynch May 1994 - December 2000
Skills
Film Production, Entertainment, Producing, Video, Documentaries, Screenwriting, Feature Films
Education
Milligan College 1978 — 1982
A Mind's Eye Productions June 2010 - Present
Card International Motion Picture Corporation January 2008 - June 2010
Merrill Lynch May 1994 - December 2000
Skills
Film Production, Entertainment, Producing, Video, Documentaries, Screenwriting, Feature Films
Education
Milligan College 1978 — 1982
Nancy Hayes's Merrill Lynch Experience January 1982 - April 1988
Job Investment Advisor thru Invest Financial
Industry Financial Services
Experience
Riverstone Wealth Partners 2008 - Present
Invest Financial 1988 - Present
MidAmerica Bank March 1988 - January 2008
Merrill Lynch January 1982 - April 1988
Skills
Retirement Income..., Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Insurance, Mutual Funds, Strategic Financial..., Retirement, Wealth, Series 7, Portfolio Management, Banking, Financial Advisory, Investments, Financial Services, Finance, Securities
Education
Millikin University 1977 — 1981
Bachelor of Science (B.S.)
Riverstone Wealth Partners 2008 - Present
Invest Financial 1988 - Present
MidAmerica Bank March 1988 - January 2008
Merrill Lynch January 1982 - April 1988
Skills
Retirement Income..., Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Insurance, Mutual Funds, Strategic Financial..., Retirement, Wealth, Series 7, Portfolio Management, Banking, Financial Advisory, Investments, Financial Services, Finance, Securities
Education
Millikin University 1977 — 1981
Bachelor of Science (B.S.)
Aaron Albright's Merrill Lynch Experience January 2009 - Present
Job BofA Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch January 2009 - Present
Banc of America Securities 2000 - 2008
Education
Yale University - Yale School of Management 1997 — 1999
MBA
Middlebury College
BA
Merrill Lynch January 2009 - Present
Banc of America Securities 2000 - 2008
Education
Yale University - Yale School of Management 1997 — 1999
MBA
Middlebury College
BA
Nick Zoppi's Merrill Lynch Experience July 2011 - September 2012
Job Vice President, Field Marketing Program Manager at Bank of America/Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America/Merrill Lynch May 2014 - Present
Bank of America/Merrill Lynch September 2012 - May 2014
Merrill Lynch July 2011 - September 2012
Merrill Lynch March 2010 - July 2011
Merrill Lynch October 2006 - March 2010
Vertis October 2005 - October 2006
Vertis Communications November 2004 - October 2005
TRANSACTION PUBLISHERS February 2001 - November 2004
Skills
Direct Mail, Advertising, Brand Management, Marketing Communications, Project Management, Marketing, Marketing Strategy, Direct Marketing, Account Management, Analytics, CRM, Digital Marketing, Email Marketing, Integrated Marketing, Leadership, Management, New Business Development, Social Media Marketing, Strategic Planning
Education
Thomas Edison State College 2006 — 2009
BA
Middlesex County College 1984 — 1987
Associate, Marketing Art & Design
Bank of America/Merrill Lynch May 2014 - Present
Bank of America/Merrill Lynch September 2012 - May 2014
Merrill Lynch July 2011 - September 2012
Merrill Lynch March 2010 - July 2011
Merrill Lynch October 2006 - March 2010
Vertis October 2005 - October 2006
Vertis Communications November 2004 - October 2005
TRANSACTION PUBLISHERS February 2001 - November 2004
Skills
Direct Mail, Advertising, Brand Management, Marketing Communications, Project Management, Marketing, Marketing Strategy, Direct Marketing, Account Management, Analytics, CRM, Digital Marketing, Email Marketing, Integrated Marketing, Leadership, Management, New Business Development, Social Media Marketing, Strategic Planning
Education
Thomas Edison State College 2006 — 2009
BA
Middlesex County College 1984 — 1987
Associate, Marketing Art & Design
Stephen Shortle's Merrill Lynch Experience June 2008 - August 2008
Job Consultant at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual June 2009 - Present
Merrill Lynch June 2008 - August 2008
Skills
Data Analysis, Stata, SAS, Insurance, Analysis, Property & Casualty...
Education
Middlebury College 2005 — 2009
BA, Economics
Liberty Mutual June 2009 - Present
Merrill Lynch June 2008 - August 2008
Skills
Data Analysis, Stata, SAS, Insurance, Analysis, Property & Casualty...
Education
Middlebury College 2005 — 2009
BA, Economics
Scott Bromberek's Merrill Lynch Experience September 2005 - December 2005
Job A little bit of everything at Insight Coffee Roasters
Industry Financial Services
Experience
Insight Coffee Roasters May 2012 - Present
Franklin Templeton Investments July 2011 - January 2013
Franklin Templeton Group May 2008 - July 2011
Franklin Templeton Investments July 2007 - May 2008
Franklin Templeton Investments December 2006 - July 2007
Merrill Lynch September 2005 - December 2005
Charter One Bank May 2004 - August 2004
Education
Middlebury College 2010 — 2013
Masters, French
Siena College 2002 — 2006
B.S., Finance
Siena College 2002 — 2006
B.A., French
CEFAM 2005 — 2005
N/A, French
Université Laval 2003 — 2003
N/A, French
Sierra College 2002 — 2002
N/A, French
Insight Coffee Roasters May 2012 - Present
Franklin Templeton Investments July 2011 - January 2013
Franklin Templeton Group May 2008 - July 2011
Franklin Templeton Investments July 2007 - May 2008
Franklin Templeton Investments December 2006 - July 2007
Merrill Lynch September 2005 - December 2005
Charter One Bank May 2004 - August 2004
Education
Middlebury College 2010 — 2013
Masters, French
Siena College 2002 — 2006
B.S., Finance
Siena College 2002 — 2006
B.A., French
CEFAM 2005 — 2005
N/A, French
Université Laval 2003 — 2003
N/A, French
Sierra College 2002 — 2002
N/A, French
Bob Audet's Merrill Lynch Experience 1980 - 1985
Job Senior Valuation Analyst, Municipals at Bloomberg
Industry Financial Services
Experience
Bloomberg March 2010 - Present
ZeroChaos September 2009 - March 2010
Whitaker Securities April 2008 - November 2009
Morgan Stanley May 2005 - January 2008
Morgan Stanley May 2002 - May 2005
Morgan Stanley November 1998 - April 2002
Morgan Stanley October 1985 - November 1998
Merrill Lynch 1980 - 1985
Skills
Bloomberg Terminal, Microsoft Office 2007, BondEdge, Fixed Income, Bonds, Portfolio Management, Investments, Trading, Securities, Trading Systems, Asset Allocation, Investment Strategies, Bloomberg, Financial Services, Capital Markets, Equities, Hedge Funds, Derivatives, Valuation, Series 7, Asset Management, Finance, Series 63
Education
Middlesex County College 1982 — 1983
William E. Grady Vocational-Technical High School 1974 — 1978
Bloomberg March 2010 - Present
ZeroChaos September 2009 - March 2010
Whitaker Securities April 2008 - November 2009
Morgan Stanley May 2005 - January 2008
Morgan Stanley May 2002 - May 2005
Morgan Stanley November 1998 - April 2002
Morgan Stanley October 1985 - November 1998
Merrill Lynch 1980 - 1985
Skills
Bloomberg Terminal, Microsoft Office 2007, BondEdge, Fixed Income, Bonds, Portfolio Management, Investments, Trading, Securities, Trading Systems, Asset Allocation, Investment Strategies, Bloomberg, Financial Services, Capital Markets, Equities, Hedge Funds, Derivatives, Valuation, Series 7, Asset Management, Finance, Series 63
Education
Middlesex County College 1982 — 1983
William E. Grady Vocational-Technical High School 1974 — 1978
David Ballard's Merrill Lynch Experience 2005 - 2008
Job Managing Partner Cantilever Group LLC
Industry Investment Banking
Experience
S3 Partners August 2010 - Present
Cantilever Group February 2008 - Present
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 2000 - 2005
Morgan Stanley April 1997 - April 2000
Lehman Brothers April 1992 - April 1997
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/Accounting
Middlebury College 1982 — 1986
BA, Economics major - Physics concentration
S3 Partners August 2010 - Present
Cantilever Group February 2008 - Present
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 2000 - 2005
Morgan Stanley April 1997 - April 2000
Lehman Brothers April 1992 - April 1997
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/Accounting
Middlebury College 1982 — 1986
BA, Economics major - Physics concentration
Emily Arens's Merrill Lynch Experience January 1995 - Present
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 1995 - Present
Merrill Lynch January 1995 - Present
Education
Midwestern State University 1991 — 1994
BBA, Finance
Merrill Lynch January 1995 - Present
Merrill Lynch January 1995 - Present
Education
Midwestern State University 1991 — 1994
BBA, Finance
James M. Harasimowicz's Merrill Lynch Experience 2004 - 2006
Job Managing Director, Head of Chicago Office at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods December 2011 - Present
Long View Partners 2008 - 2011
Brownfields Capital 2006 - 2008
Merrill Lynch 2004 - 2006
Citigroup Investment Banking 1996 - 2004
Salomon Brothers 1996 - 2004
KBW 1987 - 1996
Education
Middlebury College 1983 — 1987
BA, Economics
Keefe, Bruyette & Woods December 2011 - Present
Long View Partners 2008 - 2011
Brownfields Capital 2006 - 2008
Merrill Lynch 2004 - 2006
Citigroup Investment Banking 1996 - 2004
Salomon Brothers 1996 - 2004
KBW 1987 - 1996
Education
Middlebury College 1983 — 1987
BA, Economics
Karen Browning's Merrill Lynch Experience Vice PresidentIrving Trust CompanySeptember 1983 - September 1990
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Vice PresidentIrving Trust CompanySeptember 1983 - September 1990
Education
Middlebury College
AB, Political Science
University of Pennsylvania - The Wharton School
MBA, Finance
Merrill Lynch Vice PresidentIrving Trust CompanySeptember 1983 - September 1990
Education
Middlebury College
AB, Political Science
University of Pennsylvania - The Wharton School
MBA, Finance
Meg DeFilippis's Merrill Lynch Experience 2008 - 2009
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch 2008 - 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1998 - 2006
Teleport Communications Group 1996 - 1998
Phillips Van Heusen 1992 - 1996
Phillips Van Heusen 1989 - 1992
Phillips Van Heusen 1987 - 1989
Education
Rider University 1987 — 1992
BS, Business Administration-Accounting
Middlesex County College 1985 — 1986
Associates, Accounting
Bank of America January 2009 - Present
Merrill Lynch 2008 - 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1998 - 2006
Teleport Communications Group 1996 - 1998
Phillips Van Heusen 1992 - 1996
Phillips Van Heusen 1989 - 1992
Phillips Van Heusen 1987 - 1989
Education
Rider University 1987 — 1992
BS, Business Administration-Accounting
Middlesex County College 1985 — 1986
Associates, Accounting
Debbie Pacia's Merrill Lynch Experience May 2007 - May 2008
Job Content Manager at MetLife
Industry Information Technology and Services
Experience
MetLife June 2014 - Present
Optum Health May 2010 - March 2014
Johnson & Johnson for Kelly Services July 2009 - May 2010
BlackRock May 2008 - April 2009
Merrill Lynch May 2007 - May 2008
Spirent Communications May 2006 - May 2007
QualCare December 2005 - May 2006
Merck March 2005 - August 2005
American Standard July 1989 - December 2004
Skills
Access, CMS, Dreamweaver, SharePoint, Project Management, Strategy, Copy Editing, Cross-functional Team...
Education
Middlesex County College
Business Management, Business
New Horizons Computer Learning Center
Site Designer Program
AVTECH Institute of Technology
Quality Assurance and Web Technology
MetLife June 2014 - Present
Optum Health May 2010 - March 2014
Johnson & Johnson for Kelly Services July 2009 - May 2010
BlackRock May 2008 - April 2009
Merrill Lynch May 2007 - May 2008
Spirent Communications May 2006 - May 2007
QualCare December 2005 - May 2006
Merck March 2005 - August 2005
American Standard July 1989 - December 2004
Skills
Access, CMS, Dreamweaver, SharePoint, Project Management, Strategy, Copy Editing, Cross-functional Team...
Education
Middlesex County College
Business Management, Business
New Horizons Computer Learning Center
Site Designer Program
AVTECH Institute of Technology
Quality Assurance and Web Technology
Andrew Primiano's Merrill Lynch Experience July 2008 - Present
Job Senior Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Education
Middlesex County College 2006 — 2008
Business Management
Merrill Lynch July 2008 - Present
Education
Middlesex County College 2006 — 2008
Business Management
Maria Grotkopf's Merrill Lynch Experience 1982 - 2001
Job Financial Services
Industry Financial Services
Experience
Socket Managed Services January 2012 - Present
Merrill Lynch 1982 - 2001
Skills
Financial Analysis
Education
Wagner College 1980 — 1982
bachelors, accounting
Middlesex County College 1978 — 1980
Associates, accounting
Socket Managed Services January 2012 - Present
Merrill Lynch 1982 - 2001
Skills
Financial Analysis
Education
Wagner College 1980 — 1982
bachelors, accounting
Middlesex County College 1978 — 1980
Associates, accounting
Michele Gasper's Merrill Lynch Experience October 2010 - Present
Job VP, Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Citizens Bank September 2009 - May 2010
Bank of America February 2007 - April 2009
Citizens Bank June 2002 - February 2007
Skills
Banking, Credit, Retail Banking, Cash Management, Series 6, High Net Worth..., Mortgage Lending, Loans, Series 7, Consumer Lending, Wealth Management, Series 63, Commercial Banking, Sales Management, Customer Service, Mortgage Banking, Cross Selling, Wealth Management..., Relationship Management, Deposits, Financial Services, Commercial Lending, Finance, Sales, Loan Origination, Small Business Lending, Lines Of Credit, Private Banking
Education
Middlesex Community College 1986 — 1988
Associates, Business
New England Banking Institute
Merrill Lynch October 2010 - Present
Citizens Bank September 2009 - May 2010
Bank of America February 2007 - April 2009
Citizens Bank June 2002 - February 2007
Skills
Banking, Credit, Retail Banking, Cash Management, Series 6, High Net Worth..., Mortgage Lending, Loans, Series 7, Consumer Lending, Wealth Management, Series 63, Commercial Banking, Sales Management, Customer Service, Mortgage Banking, Cross Selling, Wealth Management..., Relationship Management, Deposits, Financial Services, Commercial Lending, Finance, Sales, Loan Origination, Small Business Lending, Lines Of Credit, Private Banking
Education
Middlesex Community College 1986 — 1988
Associates, Business
New England Banking Institute
Gregory W Decos's Merrill Lynch Experience March 2000 - June 2008
Job CTO at 1/0 Technology Corp.
Industry Computer Software
Experience
Connectoware Solutions, LLC February 2014 - Present
1over0 February 2013 - Present
Rose International - Bank of America March 2010 - December 2012
1/0 Technology June 2008 - May 2010
Merrill Lynch March 2000 - June 2008
Skills
Web Development, Kentico, Ektron Content..., Sitefinity, SWIFT messaging, SWIFT Payments, .NET, Microsoft SQL Server, Software Project..., WebSphere MQ, SQL, MySQL, Sybase Adaptive Server, SDLC, CSS, Oracle, SQL PL, CMS, Storefront, Payment Gateways, jQuery, KnockoutJS, AngularJS
Education
Stevens Institute of Technology
M.S., Computer Science
Rutgers University-New Brunswick
B.S., Computer Science / Mathematics
Middlesex County College 1996 — 1998
A.S, Computer Science / Mathematics
Connectoware Solutions, LLC February 2014 - Present
1over0 February 2013 - Present
Rose International - Bank of America March 2010 - December 2012
1/0 Technology June 2008 - May 2010
Merrill Lynch March 2000 - June 2008
Skills
Web Development, Kentico, Ektron Content..., Sitefinity, SWIFT messaging, SWIFT Payments, .NET, Microsoft SQL Server, Software Project..., WebSphere MQ, SQL, MySQL, Sybase Adaptive Server, SDLC, CSS, Oracle, SQL PL, CMS, Storefront, Payment Gateways, jQuery, KnockoutJS, AngularJS
Education
Stevens Institute of Technology
M.S., Computer Science
Rutgers University-New Brunswick
B.S., Computer Science / Mathematics
Middlesex County College 1996 — 1998
A.S, Computer Science / Mathematics
Mark Nardella's Merrill Lynch Experience April 1997 - May 2006
Job Private Client Advisor at US Trust
Industry Financial Services
Experience
US Trust May 2006 - Present
Merrill Lynch April 1997 - May 2006
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1990
MBA, Marketing
Middlebury College 1982 — 1986
BA, Economics/Environmental Studies
US Trust May 2006 - Present
Merrill Lynch April 1997 - May 2006
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1990
MBA, Marketing
Middlebury College 1982 — 1986
BA, Economics/Environmental Studies
Norma Patricia Suarez's Merrill Lynch Experience September 1992 - March 1998
Job Unix/Windows Projects IT Manager SAP Practice at Fujitsu America
Industry Information Technology and Services
Experience
Fujitsu America April 2013 - August 2015
IBM Global Services May 2002 - April 2013
IBM Global Services April 1998 - April 2002
Merrill Lynch September 1992 - March 1998
Skills
Servers, HP-UX, Integration, System Administration, Unix, ITIL, IT Service Management, Disaster Recovery, Operating Systems, Solaris, IBM AIX, Troubleshooting, Data Center, Enterprise Architecture, IT Management, Service Delivery, Storage, Vendor Management, Testing
Education
University of Phoenix 2007 — 2009
Bachelor of Science, Information Technology
Middlesex County College 1994 — 1997
Certification, Network Administration Certificate
Fujitsu America April 2013 - August 2015
IBM Global Services May 2002 - April 2013
IBM Global Services April 1998 - April 2002
Merrill Lynch September 1992 - March 1998
Skills
Servers, HP-UX, Integration, System Administration, Unix, ITIL, IT Service Management, Disaster Recovery, Operating Systems, Solaris, IBM AIX, Troubleshooting, Data Center, Enterprise Architecture, IT Management, Service Delivery, Storage, Vendor Management, Testing
Education
University of Phoenix 2007 — 2009
Bachelor of Science, Information Technology
Middlesex County College 1994 — 1997
Certification, Network Administration Certificate
Christine Hellhake's Merrill Lynch Experience 2002 - 2005
Job Chargeback Analyst at WESTWARD PHARMACEUTICALS
Industry Pharmaceuticals
Experience
West-Ward Pharmaceuticals January 2012 - Present
Schering-Plough / Merck February 2005 - August 2010
Merrill Lynch 2002 - 2005
Merrill Lynch 1999 - 2002
Strauss Discount Auto 1994 - 1999
Skills
SAP, Financial Analysis, Pharmaceutical Industry, Customer Service, Data Analysis, Automobile, Analytical Skills, Outlook, Team Leadership, Advanced Excel Skills, Strong Analytical Skills, Excellent Communication..., Proficient in SAP, Proficient in CARS
Education
Middlesex County College
Associate of Science, Accounting
West-Ward Pharmaceuticals January 2012 - Present
Schering-Plough / Merck February 2005 - August 2010
Merrill Lynch 2002 - 2005
Merrill Lynch 1999 - 2002
Strauss Discount Auto 1994 - 1999
Skills
SAP, Financial Analysis, Pharmaceutical Industry, Customer Service, Data Analysis, Automobile, Analytical Skills, Outlook, Team Leadership, Advanced Excel Skills, Strong Analytical Skills, Excellent Communication..., Proficient in SAP, Proficient in CARS
Education
Middlesex County College
Associate of Science, Accounting
Maria Monticello's Merrill Lynch Experience December 2000 - January 2009
Job Client Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2010 - Present
Merrill Lynch December 2000 - January 2009
Merrill Lynch October 1999 - January 2002
Merrill Lynch September 1996 - October 1999
Education
Middlesex County College 1983 — 1986
AS, Business Management
Bank of America Merrill Lynch July 2010 - Present
Merrill Lynch December 2000 - January 2009
Merrill Lynch October 1999 - January 2002
Merrill Lynch September 1996 - October 1999
Education
Middlesex County College 1983 — 1986
AS, Business Management
Sienna Cocco's Merrill Lynch Experience October 2008 - March 2012
Job RN, BSN
Industry Hospital & Health Care
Experience
Merrill Lynch October 2008 - March 2012
Sovereign Bank July 2007 - September 2008
Skills
Retirement Planning, Investment Advisory, Series 7, Retirement, Securities, Investment Strategies, Equities, Financial Advisory, IRAs, ETFs, Asset Management, Banking, Finance, 401k, Sales, Trading, Uniform Combined State..., Asset Managment, Investments, Mutual Funds, Bonds, Wealth Management
Education
Rutgers, The State University of New Jersey - School of Nursing 2013 — 2014
Bachelors of Science in Nursing, Registered Nursing/Registered Nurse
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Finance
Middlesex County College
Merrill Lynch October 2008 - March 2012
Sovereign Bank July 2007 - September 2008
Skills
Retirement Planning, Investment Advisory, Series 7, Retirement, Securities, Investment Strategies, Equities, Financial Advisory, IRAs, ETFs, Asset Management, Banking, Finance, 401k, Sales, Trading, Uniform Combined State..., Asset Managment, Investments, Mutual Funds, Bonds, Wealth Management
Education
Rutgers, The State University of New Jersey - School of Nursing 2013 — 2014
Bachelors of Science in Nursing, Registered Nursing/Registered Nurse
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Finance
Middlesex County College
Jearon Cambron's Merrill Lynch Experience April 2002 - June 2006
Job Vice President & Trust Officer at Independent Trust Company of America
Industry Financial Services
Experience
Independent Trust Company of America February 2012 - Present
KSLT, KLMP, The Point September 2008 - Present
US Bank November 2008 - September 2009
Wells Fargo Bank - Private Client Services June 2006 - August 2008
Merrill Lynch April 2002 - June 2006
Skills
Financial Services, Financial Statements, Credit, Banking, Wealth Management, Loans, Mutual Funds, Strategic Financial...
Education
University of Texas of the Permian Basin 2003 — 2006
Bachelor of Business Administration, Management
Midland College 2001 — 2003
Associate of Science, General Studies
Independent Trust Company of America February 2012 - Present
KSLT, KLMP, The Point September 2008 - Present
US Bank November 2008 - September 2009
Wells Fargo Bank - Private Client Services June 2006 - August 2008
Merrill Lynch April 2002 - June 2006
Skills
Financial Services, Financial Statements, Credit, Banking, Wealth Management, Loans, Mutual Funds, Strategic Financial...
Education
University of Texas of the Permian Basin 2003 — 2006
Bachelor of Business Administration, Management
Midland College 2001 — 2003
Associate of Science, General Studies
John (JACK) Pedersen's Merrill Lynch Experience 2003 - 2005
Job Broker Owner at Jack Pedersen Realty
Industry Real Estate
Experience
Jack Pedersen Realty April 2012 - Present
RE/MAX Competitive Edge December 2009 - April 2012
RE/MAX Best Realty September 2006 - December 2009
PRUDENTIAL NEW JERSEY PROPERTIES September 2005 - September 2006
Merrill Lynch 2003 - 2005
Transworld Systems 2000 - 2005
Skills
Investment Properties, Real Estate, Sellers, Relocation, First Time Home Buyers, Short Sales, REO, Investors, Foreclosures, New Home Sales, Buyer Representation, Listings, Referrals, Commercial Real Estate, Waterfront, New Homes, Townhomes, Resellers, HUD, Real Estate Financing, Single Family Homes, Condos, 1031 Exchanges, SFR, Real Estate Transactions, Home Staging, Rentals, Residential Homes, Buyers, Property, Property Management, Relocation Buyers, Move Up Buyers, Refinance, Seller Representation, Income Properties, Real Estate Development, Leases, Selling, Luxury, Seniors, Loans, Real Property, National Association of..., Real Estate Economics, FHA, Vacation Homes, e-PRO, Brokerage, Mortgage Lending
Education
Middlesex County College 2011 — 2012
Self Employment Assistance Program
Financial Services 2003 — 2005
Series 7 & 66
Insurance 2004 — 2004
Life, Accident & Health Insurance Producers License
South Plainfield High School 1976 — 1979
1979
Jack Pedersen Realty April 2012 - Present
RE/MAX Competitive Edge December 2009 - April 2012
RE/MAX Best Realty September 2006 - December 2009
PRUDENTIAL NEW JERSEY PROPERTIES September 2005 - September 2006
Merrill Lynch 2003 - 2005
Transworld Systems 2000 - 2005
Skills
Investment Properties, Real Estate, Sellers, Relocation, First Time Home Buyers, Short Sales, REO, Investors, Foreclosures, New Home Sales, Buyer Representation, Listings, Referrals, Commercial Real Estate, Waterfront, New Homes, Townhomes, Resellers, HUD, Real Estate Financing, Single Family Homes, Condos, 1031 Exchanges, SFR, Real Estate Transactions, Home Staging, Rentals, Residential Homes, Buyers, Property, Property Management, Relocation Buyers, Move Up Buyers, Refinance, Seller Representation, Income Properties, Real Estate Development, Leases, Selling, Luxury, Seniors, Loans, Real Property, National Association of..., Real Estate Economics, FHA, Vacation Homes, e-PRO, Brokerage, Mortgage Lending
Education
Middlesex County College 2011 — 2012
Self Employment Assistance Program
Financial Services 2003 — 2005
Series 7 & 66
Insurance 2004 — 2004
Life, Accident & Health Insurance Producers License
South Plainfield High School 1976 — 1979
1979
Monica Clarke's Merrill Lynch Experience 2000 - 2004
Job Makeup by Monica LLC
Industry Cosmetics
Experience
Independent makeup Artist June 2005 - Present
Marsh & McLennan Companies, Inc. 2005 - 2006
bloomingdales 2005 - 2005
AIG Retirement Services 2004 - 2005
Merrill Lynch 2000 - 2004
Education
Rutgers, The State University of New Jersey-Newark
Commercial Photography
Middlesex County College
Bachelor of Applied Science (B.A.Sc.)
Independent makeup Artist June 2005 - Present
Marsh & McLennan Companies, Inc. 2005 - 2006
bloomingdales 2005 - 2005
AIG Retirement Services 2004 - 2005
Merrill Lynch 2000 - 2004
Education
Rutgers, The State University of New Jersey-Newark
Commercial Photography
Middlesex County College
Bachelor of Applied Science (B.A.Sc.)
Richard Nasdeo's Merrill Lynch Experience May 2011 - Present
Job Assistant Vice President/Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Prudential Financial October 2010 - May 2011
PNC Bank August 2007 - October 2010
Edward Jones November 2006 - August 2007
Vertis Inc October 1999 - September 2006
American List Council January 1997 - January 1999
Creative Automation Company January 1991 - January 1994
Skills
Marketing, Direct Marketing, Management, Sales, New Business Development, Investments, Integrated Marketing, Start-ups, Banking, Budgets, Finance, Financial Services, Selling, Strategic Planning
Education
Thomas Edison State College
BS, Business Management
Middlesex County College
High Honors with an Associates of Science degree, Business Administration
Merrill Lynch May 2011 - Present
Prudential Financial October 2010 - May 2011
PNC Bank August 2007 - October 2010
Edward Jones November 2006 - August 2007
Vertis Inc October 1999 - September 2006
American List Council January 1997 - January 1999
Creative Automation Company January 1991 - January 1994
Skills
Marketing, Direct Marketing, Management, Sales, New Business Development, Investments, Integrated Marketing, Start-ups, Banking, Budgets, Finance, Financial Services, Selling, Strategic Planning
Education
Thomas Edison State College
BS, Business Management
Middlesex County College
High Honors with an Associates of Science degree, Business Administration
Matthew Traina's Merrill Lynch Experience January 2000 - January 2008
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray January 2008 - Present
Merrill Lynch January 2000 - January 2008
Credit Suisse January 1996 - January 2000
Education
New York University, Stern School of Business 1993 — 1995
M.B.A., Finance / Economics
St Andrews University 1989 — 1990
M.A., English
Middlebury College 1986 — 1990
B.A., English / Economics
Piper Jaffray January 2008 - Present
Merrill Lynch January 2000 - January 2008
Credit Suisse January 1996 - January 2000
Education
New York University, Stern School of Business 1993 — 1995
M.B.A., Finance / Economics
St Andrews University 1989 — 1990
M.A., English
Middlebury College 1986 — 1990
B.A., English / Economics
Bushra Zahreddine's Merrill Lynch Experience January 2000 - April 2000
Job Global Plus Analyst at Bessemer Trust
Industry Construction
Experience
Bessemer Trust November 2011 - Present
AECOM, Tripoli, Libya November 2009 - April 2011
Bessemer Trust May 2000 - June 2009
Merrill Lynch January 2000 - April 2000
Chenesko Products March 1996 - May 1998
Skills
Program Management, Project Planning, Risk Management, Asset Managment, Transportation, Business Planning, Team Building, Management, Training, Analysis, Leadership, Asset Management, Policy, Forecasting, Microsoft Office, Mergers & Acquisitions, Logistics
Education
State University of New York
B.S, Business Administration
Middlesex Community College
A.S, Business Administration
Middlesex Community College
A.S, Marketing
Bessemer Trust November 2011 - Present
AECOM, Tripoli, Libya November 2009 - April 2011
Bessemer Trust May 2000 - June 2009
Merrill Lynch January 2000 - April 2000
Chenesko Products March 1996 - May 1998
Skills
Program Management, Project Planning, Risk Management, Asset Managment, Transportation, Business Planning, Team Building, Management, Training, Analysis, Leadership, Asset Management, Policy, Forecasting, Microsoft Office, Mergers & Acquisitions, Logistics
Education
State University of New York
B.S, Business Administration
Middlesex Community College
A.S, Business Administration
Middlesex Community College
A.S, Marketing
Stephen Fordyce's Merrill Lynch Experience May 1993 - September 2013
Job Partner, Managing Director at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners September 2013 - Present
Merrill Lynch May 1993 - September 2013
Sacred Heart University July 1990 - May 1993
Skills
Retirement Planning, Wealth Management, Equities, Financial Planning, Mutual Funds, Investment Advisory, Fixed Income, Hedge Funds, Portfolio Management, Investment Management, Capital Markets, Investment Banking
Education
Middlebury College 1985 — 1989
BA, Economics
St Bernard High School 1981 — 1985
Snowden Lane Partners September 2013 - Present
Merrill Lynch May 1993 - September 2013
Sacred Heart University July 1990 - May 1993
Skills
Retirement Planning, Wealth Management, Equities, Financial Planning, Mutual Funds, Investment Advisory, Fixed Income, Hedge Funds, Portfolio Management, Investment Management, Capital Markets, Investment Banking
Education
Middlebury College 1985 — 1989
BA, Economics
St Bernard High School 1981 — 1985
Richard A Roe III's Merrill Lynch Experience October 1995 - January 1997
Job Risk Management Consultant at MentorLimited, LLC
Industry Insurance
Experience
MentorLimited, LLC August 2011 - Present
Prudential Financial December 2009 - June 2011
Prudential Financial February 2008 - November 2009
Prudential Financial March 2006 - February 2008
The Mortgage Consultants 2002 - 2004
Prudential Financial 2000 - 2002
Prudential Financial 1997 - 1999
Merrill Lynch October 1995 - January 1997
Merrill Lynch October 1993 - September 1995
IBM September 1990 - May 1992
Skills
My skills and..., Health Insurance, General Insurance, Insurance, Life Insurance, Underwriting, Financial Services, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1990
Bachelor of Arts (B.A.), International Economics
Middlesex County College 1984 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
MentorLimited, LLC August 2011 - Present
Prudential Financial December 2009 - June 2011
Prudential Financial February 2008 - November 2009
Prudential Financial March 2006 - February 2008
The Mortgage Consultants 2002 - 2004
Prudential Financial 2000 - 2002
Prudential Financial 1997 - 1999
Merrill Lynch October 1995 - January 1997
Merrill Lynch October 1993 - September 1995
IBM September 1990 - May 1992
Skills
My skills and..., Health Insurance, General Insurance, Insurance, Life Insurance, Underwriting, Financial Services, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1990
Bachelor of Arts (B.A.), International Economics
Middlesex County College 1984 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Christine Irizarry's Merrill Lynch Experience April 2008 - Present
Job Financial Services Industry
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Merrill Lynch April 2007 - March 2008
Merrill Lynch October 2004 - March 2007
Merrill Lynch August 2002 - September 2004
Education
Middlesex County College
Merrill Lynch April 2008 - Present
Merrill Lynch April 2007 - March 2008
Merrill Lynch October 2004 - March 2007
Merrill Lynch August 2002 - September 2004
Education
Middlesex County College
Shonna Stark's Merrill Lynch Experience 2009 - 2009
Job Paralegal / Contract Librarian at Johnson & Johnson Health Care Systems Inc. c/o Corrigan Manning Capital
Industry Legal Services
Experience
Johnson & Johnson Health Care Systems Inc. c/o Corrigan Manning Capital August 2009 - Present
Merrill Lynch 2009 - 2009
Law Offices of Alan B. Zublatt June 1999 - March 2008
Tower Cleaning 1995 - 1998
Skills
Real Estate Transactions, Land Use Law, Telecommunications, Zoning, Site Plans, Telecommunications..., Title Searches, Title curing, Municipal land use law, Legal Research, Legal Writing, Legal Assistance, Paralegals, Microsoft Office, HUD preparation, Deeds, Trust accounting, Bookkeeping, Attorney Billing, Pc law, Westlaw, Written Correspondence, Account Reconciliation, Legal Documents, Residential Mortgages, Real estate closings, Variance applications, Site plan applications, Customer Service
Education
Middlesex County College 1995 — 1999
Associate's degree, Legal Assistant/Paralegal
Johnson & Johnson Health Care Systems Inc. c/o Corrigan Manning Capital August 2009 - Present
Merrill Lynch 2009 - 2009
Law Offices of Alan B. Zublatt June 1999 - March 2008
Tower Cleaning 1995 - 1998
Skills
Real Estate Transactions, Land Use Law, Telecommunications, Zoning, Site Plans, Telecommunications..., Title Searches, Title curing, Municipal land use law, Legal Research, Legal Writing, Legal Assistance, Paralegals, Microsoft Office, HUD preparation, Deeds, Trust accounting, Bookkeeping, Attorney Billing, Pc law, Westlaw, Written Correspondence, Account Reconciliation, Legal Documents, Residential Mortgages, Real estate closings, Variance applications, Site plan applications, Customer Service
Education
Middlesex County College 1995 — 1999
Associate's degree, Legal Assistant/Paralegal
Pradeep Dayaram's Merrill Lynch Experience October 2013 - November 2014
Job Financial Advisor at Vanguard
Industry Banking
Experience
Vanguard March 2015 - Present
Vanguard November 2014 - Present
Merrill Lynch October 2013 - November 2014
Bank of America September 2011 - September 2012
Arc of Middlesex June 2007 - September 2011
JC Penney June 2004 - November 2005
Skills
Computer Proficiency, Interpersonal..., Foreign Languages, Teamwork, Banking, Customer Service, Sales, Leadership, Staff Development, Microsoft Excel, SQL, Microsoft Office, Analysis, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2010
Bachelor's degree, Economics
Middlesex County College 2005 — 2008
Associate of Arts (AA), Business/Commerce, General
The English Institute 1990 — 1998
Vanguard March 2015 - Present
Vanguard November 2014 - Present
Merrill Lynch October 2013 - November 2014
Bank of America September 2011 - September 2012
Arc of Middlesex June 2007 - September 2011
JC Penney June 2004 - November 2005
Skills
Computer Proficiency, Interpersonal..., Foreign Languages, Teamwork, Banking, Customer Service, Sales, Leadership, Staff Development, Microsoft Excel, SQL, Microsoft Office, Analysis, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2010
Bachelor's degree, Economics
Middlesex County College 2005 — 2008
Associate of Arts (AA), Business/Commerce, General
The English Institute 1990 — 1998
Donna Calder's Merrill Lynch Experience October 2007 - January 2008
Job Customer Service Representative at Dr. Leonard's Healthcare Corp.
Industry Information Technology and Services
Experience
Dr. Leonard's Healthcare Corp. September 2011 - Present
Johnson & Johnson March 2007 - October 2008
Merrill Lynch October 2007 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook
Education
Middlesex County College 2010 — 2010
Computer/Information Technology Administration and Management
William Paterson University of New Jersey 1978 — 1982
Bachelor's degree, pyschology
Dr. Leonard's Healthcare Corp. September 2011 - Present
Johnson & Johnson March 2007 - October 2008
Merrill Lynch October 2007 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook
Education
Middlesex County College 2010 — 2010
Computer/Information Technology Administration and Management
William Paterson University of New Jersey 1978 — 1982
Bachelor's degree, pyschology
Jim Gotti's Merrill Lynch Experience December 1999 - November 2010
Job NOC Engineer at OS33
Industry Information Technology and Services
Experience
OS33 January 2015 - Present
Princeton Healthcare System February 2013 - January 2015
Princeton Healthcare System January 2011 - February 2013
SafeNet Solutions January 2009 - July 2011
Merrill Lynch December 1999 - November 2010
Skills
Software Documentation, Process Improvement, Active Directory, Vendor Management, Technical Support, Microsoft Office, Windows Server, Windows 7, VMware, Networking, Printers, Microsoft Exchange, Incident Management, Customer Service, Hardware, Troubleshooting, Disaster Recovery, Healthcare Information..., Access, Help Desk Support, Virtualization, Citrix, Servers, Information Technology, System Administration, Software Installation
Education
Middlesex County College
Associate of Science (AS), Engineering Science
Rutgers University
BS, Computer Science
SWMHS
OS33 January 2015 - Present
Princeton Healthcare System February 2013 - January 2015
Princeton Healthcare System January 2011 - February 2013
SafeNet Solutions January 2009 - July 2011
Merrill Lynch December 1999 - November 2010
Skills
Software Documentation, Process Improvement, Active Directory, Vendor Management, Technical Support, Microsoft Office, Windows Server, Windows 7, VMware, Networking, Printers, Microsoft Exchange, Incident Management, Customer Service, Hardware, Troubleshooting, Disaster Recovery, Healthcare Information..., Access, Help Desk Support, Virtualization, Citrix, Servers, Information Technology, System Administration, Software Installation
Education
Middlesex County College
Associate of Science (AS), Engineering Science
Rutgers University
BS, Computer Science
SWMHS
Abigail Moritz's Merrill Lynch Experience 2001 - 2003
Job Account/Project Coordinator at Quad/Graphics
Industry Printing
Experience
Quad/Graphics March 2011 - Present
European Auto Service, LLC 2007 - 2011
DeVry University 2004 - 2007
Merrill Lynch 2001 - 2003
Tommy Hilfiger USA, Inc. 1995 - 2000
Skills
Microsoft Excel, Microsoft Word, SAP, PowerPoint, Logistics Management, Inventory Management, Client Development, Manage Client..., Employee Management, Customer Service, Import Logistics, Accounts Payable, Accounts Receivable, Pension Administration, Data Analysis, Project Management, Scheduling Management, Claims Management, Reporting & Analysis, Records Management, Access
Education
Middlesex County College 2011 — 2015
Associate of Science (A.S.), Biology/Biological Sciences, General
Fairleigh Dickinson University-College at Florham 1994 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General, Deans List
Quad/Graphics March 2011 - Present
European Auto Service, LLC 2007 - 2011
DeVry University 2004 - 2007
Merrill Lynch 2001 - 2003
Tommy Hilfiger USA, Inc. 1995 - 2000
Skills
Microsoft Excel, Microsoft Word, SAP, PowerPoint, Logistics Management, Inventory Management, Client Development, Manage Client..., Employee Management, Customer Service, Import Logistics, Accounts Payable, Accounts Receivable, Pension Administration, Data Analysis, Project Management, Scheduling Management, Claims Management, Reporting & Analysis, Records Management, Access
Education
Middlesex County College 2011 — 2015
Associate of Science (A.S.), Biology/Biological Sciences, General
Fairleigh Dickinson University-College at Florham 1994 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General, Deans List
Andrew Fleisher's Merrill Lynch Experience May 2015 - August 2015
Job Global Wealth Management Intern at Merrill Lynch
Industry Higher Education
Experience
Merrill Lynch May 2015 - August 2015
Celtic Financial Group May 2014 - August 2014
Deer Brook Swim Club May 2013 - August 2014
Middlebury Aquatic Club September 2013 - April 2014
Skills
Creative Writing, Stata, Microsoft Office, Sports Coaching, Writing, Arabic, Economic Statistics, Social Media, Management, Community Outreach
Education
Middlebury College 2012 — 2016
Bachelor of Arts (BA), Economics
Shawnee High School 2009 — 2012
Merrill Lynch May 2015 - August 2015
Celtic Financial Group May 2014 - August 2014
Deer Brook Swim Club May 2013 - August 2014
Middlebury Aquatic Club September 2013 - April 2014
Skills
Creative Writing, Stata, Microsoft Office, Sports Coaching, Writing, Arabic, Economic Statistics, Social Media, Management, Community Outreach
Education
Middlebury College 2012 — 2016
Bachelor of Arts (BA), Economics
Shawnee High School 2009 — 2012
Lyndon L. Locke II's Merrill Lynch Experience 2003 - 2004
Job
Industry Information Technology and Services
Experience
Locke Group Consulting March 2015 - Present
Oracle December 2006 - March 2015
TXU Energy 2004 - 2006
Merrill Lynch 2003 - 2004
Education
Texas Southern University—Thurgood Marshall School of Law 1999 — 2002
Doctor of Law (J.D.)
Midwestern State University 1994 — 1998
Bachelor of Arts (B.A.)
Locke Group Consulting March 2015 - Present
Oracle December 2006 - March 2015
TXU Energy 2004 - 2006
Merrill Lynch 2003 - 2004
Education
Texas Southern University—Thurgood Marshall School of Law 1999 — 2002
Doctor of Law (J.D.)
Midwestern State University 1994 — 1998
Bachelor of Arts (B.A.)
John Humphrey humphrey's Merrill Lynch Experience July 1991 - May 1999
Job Founding Partner at Archview Investment Group
Industry
Experience
Archview Investment Group February 2009 - Present
Citi May 1999 - November 2008
Merrill Lynch July 1991 - May 1999
Education
Middlebury College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Archview Investment Group February 2009 - Present
Citi May 1999 - November 2008
Merrill Lynch July 1991 - May 1999
Education
Middlebury College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Louis Liang's Merrill Lynch Experience 2001 - 2002
Job
Industry
Experience
Green Pachira, LLC November 2006 - Present
Gumball Enterprises, LLC July 2003 - November 2006
Merrill Lynch 2001 - 2002
Breakway Solutions, Inc. 2000 - 2001
Progressive Strategies, Inc. 1999 - 2000
Autex Communications, Inc. 1997 - 1999
Binomial Systems, Inc. 1995 - 1997
Education
Rutgers Business School 2014 — 2016
Middlesex County College 2012 — 2014
Associate’s Degree
Green Pachira, LLC November 2006 - Present
Gumball Enterprises, LLC July 2003 - November 2006
Merrill Lynch 2001 - 2002
Breakway Solutions, Inc. 2000 - 2001
Progressive Strategies, Inc. 1999 - 2000
Autex Communications, Inc. 1997 - 1999
Binomial Systems, Inc. 1995 - 1997
Education
Rutgers Business School 2014 — 2016
Middlesex County College 2012 — 2014
Associate’s Degree
Diana Martinelli's Merrill Lynch Experience February 2015 - June 2015
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Massage Envy Spa May 2015 - Present
Merrill Lynch February 2015 - June 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Finance, Accounting, Customer Service, Marketing Strategy, Sales Management, Business Strategy, Data Analysis, Team Building, New Hire Training, New Hire Orientations
Education
Montclair State University 2012 — 2014
Finance/Management
Middlesex County College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Ameriprise Financial Services, Inc. September 2015 - Present
Massage Envy Spa May 2015 - Present
Merrill Lynch February 2015 - June 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Finance, Accounting, Customer Service, Marketing Strategy, Sales Management, Business Strategy, Data Analysis, Team Building, New Hire Training, New Hire Orientations
Education
Montclair State University 2012 — 2014
Finance/Management
Middlesex County College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank