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
Joseph Hagner Joseph Hagner's Merrill Lynch Experience February 2011 - January 2013
Job Regional Manager, Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC January 2013 - November 2014
Merrill Lynch February 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - January 2011
Skills
Series 63, Series 7, Series 66, Mutual Funds, Investments, Asset Allocation, Separately Managed..., 401k, IRAs, Fixed Annuities, Investment Strategies, Series 65, Investment Advisory, Asset Management, Relationship Management
Education
Monmouth University 2006 — 2010
B.A., Finance, Communication
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC January 2013 - November 2014
Merrill Lynch February 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - January 2011
Skills
Series 63, Series 7, Series 66, Mutual Funds, Investments, Asset Allocation, Separately Managed..., 401k, IRAs, Fixed Annuities, Investment Strategies, Series 65, Investment Advisory, Asset Management, Relationship Management
Education
Monmouth University 2006 — 2010
B.A., Finance, Communication
Katherine Stevko Katherine Stevko's Merrill Lynch Experience May 1997 - November 2002
Job
Industry Mental Health Care
Experience
Adirondack Health May 2013 - Present
Private Practice March 2013 - Present
North Star Behavioral Health July 2012 - February 2013
Behavioral Health Services North (BHSN) September 2011 - July 2012
Women Helping Women April 2010 - June 2011
UMDNJ February 2008 - April 2010
Princeton Healthcare System November 2006 - January 2008
Hunterdon Medical Center May 2004 - October 2006
Merrill Lynch May 1997 - November 2002
Prudential Financial August 1990 - May 1997
Skills
Psychotherapy, Mental Health Counseling, Community Mental Health, Mental Illness, Mindfulness, Program Management, Project Management, Information Technology
Education
Monmouth University 2003 — 2006
Master of Social Work (MSW), Clinical Practice
State University of New York College at Potsdam 1986 — 1990
Bachelor of Arts (BA), Mathematics and Economics
Adirondack Health May 2013 - Present
Private Practice March 2013 - Present
North Star Behavioral Health July 2012 - February 2013
Behavioral Health Services North (BHSN) September 2011 - July 2012
Women Helping Women April 2010 - June 2011
UMDNJ February 2008 - April 2010
Princeton Healthcare System November 2006 - January 2008
Hunterdon Medical Center May 2004 - October 2006
Merrill Lynch May 1997 - November 2002
Prudential Financial August 1990 - May 1997
Skills
Psychotherapy, Mental Health Counseling, Community Mental Health, Mental Illness, Mindfulness, Program Management, Project Management, Information Technology
Education
Monmouth University 2003 — 2006
Master of Social Work (MSW), Clinical Practice
State University of New York College at Potsdam 1986 — 1990
Bachelor of Arts (BA), Mathematics and Economics
Adam Potulski, CMT Adam Potulski, CMT's Merrill Lynch Experience May 2004 - August 2004
Job Associate Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2006 - Present
PNC July 2005 - August 2006
Merrill Lynch May 2004 - August 2004
Skills
Investments, Wealth Management, Portfolio Management, Technical Analysis, Equities, Asset Management, PowerPoint, Word, Asset Allocation, Microsoft Office, Investment Strategies, Mutual Funds, Excel, Credit, Financial Advisory, Microsoft Excel, Finance, Financial Services
Education
Monmouth University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Ursinus College 2001 — 2005
BA, Economics
CBA 1997 — 2001
PNC Wealth Management August 2006 - Present
PNC July 2005 - August 2006
Merrill Lynch May 2004 - August 2004
Skills
Investments, Wealth Management, Portfolio Management, Technical Analysis, Equities, Asset Management, PowerPoint, Word, Asset Allocation, Microsoft Office, Investment Strategies, Mutual Funds, Excel, Credit, Financial Advisory, Microsoft Excel, Finance, Financial Services
Education
Monmouth University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Ursinus College 2001 — 2005
BA, Economics
CBA 1997 — 2001
Joseph Mascia Joseph Mascia's Merrill Lynch Experience 1999 - May 2006
Job ManagerDC Finance at Barnes & Noble
Industry Retail
Experience
Barnes & Noble May 2006 - Present
Merrill Lynch 1999 - May 2006
Gartner 1997 - 1999
Skills
Certified Six Sigma..., Business Analysis, Cross-functional Team..., Six Sigma, Process Improvement, Operations Management, Analysis, Vendor Management, Management, Leadership, Project Management, Customer Service, Inventory Management, Merchandising, Profit
Education
Monmouth University
Bachelor's degree, Business Administration, Management and Operations
Barnes & Noble May 2006 - Present
Merrill Lynch 1999 - May 2006
Gartner 1997 - 1999
Skills
Certified Six Sigma..., Business Analysis, Cross-functional Team..., Six Sigma, Process Improvement, Operations Management, Analysis, Vendor Management, Management, Leadership, Project Management, Customer Service, Inventory Management, Merchandising, Profit
Education
Monmouth University
Bachelor's degree, Business Administration, Management and Operations
Robert O'Rourke Robert O'Rourke's Merrill Lynch Experience December 2003 - February 2005
Job Account Executive
Industry Broadcast Media
Experience
Viacom January 2015 - Present
Me-2U August 2013 - January 2015
New York Life Insurance Company November 2007 - May 2010
Cardinal Health March 2005 - November 2007
Merrill Lynch December 2003 - February 2005
Chubb Insurance September 2001 - November 2003
Skills
Sales, Marketing, Leadership, Management, Customer Service, Interviews, New Business Development, Employee Relations, Recruiting, Account Management, Sales Management, Social Media Marketing, Event Marketing Strategy, Educational Technology, Educational Services, University Relations, Higher Education..., Social Networking, Relationship Building, Negotiation, Social Media, Market Research, Marketing Strategy, Business Development, Strategy, Strategic Planning, Advertising, Marketing Communications, Microsoft Excel, PowerPoint, Online Advertising, Event Management, Digital Marketing
Education
Monmouth University
Dual Major B.A. Political Science/History, Political Science/History
West Virginia University
Journalism; Advertising; Communications
Viacom January 2015 - Present
Me-2U August 2013 - January 2015
New York Life Insurance Company November 2007 - May 2010
Cardinal Health March 2005 - November 2007
Merrill Lynch December 2003 - February 2005
Chubb Insurance September 2001 - November 2003
Skills
Sales, Marketing, Leadership, Management, Customer Service, Interviews, New Business Development, Employee Relations, Recruiting, Account Management, Sales Management, Social Media Marketing, Event Marketing Strategy, Educational Technology, Educational Services, University Relations, Higher Education..., Social Networking, Relationship Building, Negotiation, Social Media, Market Research, Marketing Strategy, Business Development, Strategy, Strategic Planning, Advertising, Marketing Communications, Microsoft Excel, PowerPoint, Online Advertising, Event Management, Digital Marketing
Education
Monmouth University
Dual Major B.A. Political Science/History, Political Science/History
West Virginia University
Journalism; Advertising; Communications
Samantha Bernstein, MBA Samantha Bernstein, MBA's Merrill Lynch Experience May 2014 - Present
Job AVP GWIM Credit Underwriter Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch September 2012 - May 2014
Merrill Lynch January 2011 - September 2012
Merrill Lynch October 2010 - January 2011
Exquisite Affairs Caterers April 2006 - August 2010
Industrial Controls Distributors LLC August 2008 - August 2009
Skills
Series 7, Corporate Finance, Credit, Bloomberg, Microsoft Excel, PowerPoint, Finance, Bloomberg Terminal, Relationship Management, FX Options, Six Sigma, Banking, Financial Services, Portfolio Management
Education
Monmouth University 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.7
Monmouth University 2006 — 2010
Bachelors of Science, Finance and Mathematics, 3.7
Merrill Lynch May 2014 - Present
Merrill Lynch September 2012 - May 2014
Merrill Lynch January 2011 - September 2012
Merrill Lynch October 2010 - January 2011
Exquisite Affairs Caterers April 2006 - August 2010
Industrial Controls Distributors LLC August 2008 - August 2009
Skills
Series 7, Corporate Finance, Credit, Bloomberg, Microsoft Excel, PowerPoint, Finance, Bloomberg Terminal, Relationship Management, FX Options, Six Sigma, Banking, Financial Services, Portfolio Management
Education
Monmouth University 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.7
Monmouth University 2006 — 2010
Bachelors of Science, Finance and Mathematics, 3.7
James Sweeney James Sweeney's Merrill Lynch Experience 1998 - 2000
Job Recruiter at Penske Truck Leasing
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing June 2010 - Present
Sovereign Bank 2004 - 2010
Monmouth University & Middlesex Community College 2003 - 2004
AT&T Business Services/AON Human Capital Services, LLC 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch Technology Group 1992 - 1998
MCI Telecommunications 1991 - 1992
Philip Morris 1986 - 1991
Sterling Drug, Inc. 1983 - 1986
Midland Glass Company 1982 - 1983
Skills
Recruiting, Teaching, Instructor-led Training, HRIS, HR Policies, HR Consulting, Writing, Operations Management, Management, Supervision, Military Experience, Military History, Employee Relations, Employment, Staffing Coordination, Corporate Communications, Safety, EEO, EEO Investigations, Talent Mining, Talent Acquisition, Public Relations, Talent Management, Interviews, Technical Recruiting, Sourcing, Performance Management, Applicant Tracking..., Leadership, Temporary Placement, Training, College Recruiting, Employee Engagement, Executive Search, Employee Benefits, Human Resources, Employee Training, Personnel Management, Strategy, Taleo, Internet Recruiting, Hiring, Cold Calling, New Hire Orientations, Onboarding, Succession Planning, Program Management, Benefits Administration, Strategic Sourcing
Education
Monmouth University
Master of Business Administration (MBA)
Siena College
Bachelor of Science (BS), Finance
Penske Truck Leasing June 2010 - Present
Sovereign Bank 2004 - 2010
Monmouth University & Middlesex Community College 2003 - 2004
AT&T Business Services/AON Human Capital Services, LLC 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch Technology Group 1992 - 1998
MCI Telecommunications 1991 - 1992
Philip Morris 1986 - 1991
Sterling Drug, Inc. 1983 - 1986
Midland Glass Company 1982 - 1983
Skills
Recruiting, Teaching, Instructor-led Training, HRIS, HR Policies, HR Consulting, Writing, Operations Management, Management, Supervision, Military Experience, Military History, Employee Relations, Employment, Staffing Coordination, Corporate Communications, Safety, EEO, EEO Investigations, Talent Mining, Talent Acquisition, Public Relations, Talent Management, Interviews, Technical Recruiting, Sourcing, Performance Management, Applicant Tracking..., Leadership, Temporary Placement, Training, College Recruiting, Employee Engagement, Executive Search, Employee Benefits, Human Resources, Employee Training, Personnel Management, Strategy, Taleo, Internet Recruiting, Hiring, Cold Calling, New Hire Orientations, Onboarding, Succession Planning, Program Management, Benefits Administration, Strategic Sourcing
Education
Monmouth University
Master of Business Administration (MBA)
Siena College
Bachelor of Science (BS), Finance
Marie Perez Marie Perez's Merrill Lynch Experience 2003 - 2008
Job Sales at Baldor Specialty Foods, Inc.
Industry Food & Beverages
Experience
Baldor Specialty Foods, Inc. June 2010 - Present
SeniorCare Emergency Medical Services 2007 - 2010
Merrill Lynch 2003 - 2008
Pardes & Pardes PC 2000 - 2003
Jon B Felice & Associates 1998 - 2000
Skills
Food Safety, Customer Service, Sales, HACCP, Pricing, Microsoft Excel, Direct Sales, Food Service, Retail, Food, Account Management, Microsoft Word, Outlook, Microsoft Office, Menu Development, PowerPoint, Real Estate, Distributors, Food Industry, Restaurants
Education
Monroe College 1998 — 2000
Associate's degree
Baldor Specialty Foods, Inc. June 2010 - Present
SeniorCare Emergency Medical Services 2007 - 2010
Merrill Lynch 2003 - 2008
Pardes & Pardes PC 2000 - 2003
Jon B Felice & Associates 1998 - 2000
Skills
Food Safety, Customer Service, Sales, HACCP, Pricing, Microsoft Excel, Direct Sales, Food Service, Retail, Food, Account Management, Microsoft Word, Outlook, Microsoft Office, Menu Development, PowerPoint, Real Estate, Distributors, Food Industry, Restaurants
Education
Monroe College 1998 — 2000
Associate's degree
Mitchell Shivers Mitchell Shivers's Merrill Lynch Experience 1973 - 2002
Job Chairman at BlueQuartz Technologies, LLC
Industry Investment Banking
Experience
BlueQuartz Technologies, LLC April 2015 - Present
NJ State Investment Council June 2012 - Present
American Security Project July 2011 - Present
United States Department of Defense October 2012 - Present
United States Department of Defense February 2007 - January 2009
US Department of Defense 2007 - 2009
Afghanistan Reconstruction Group (ARG) 2004 - 2005
Merrill Lynch 1973 - 2002
Kleinwort Benson Bank Limited 1985 - 1989
United States Marine Corps September 1970 - November 1973
Skills
International Relations, Foreign Policy, Policy Analysis, National Security, Government, Public Policy, Emergency Management, Crisis Management, Military, International..., Strategic Communications, Diplomacy, Policy, Homeland Security, Economics, Nonprofits, Defense, Public Speaking, Legislative Relations, Fundraising, Governance, Economic Development, Intelligence Analysis, Research, Politics, Political Science, Foreign Affairs, Counterterrorism, Political Campaigns, Intelligence, International Security, Federal Government, Management, Program Management, Public Affairs
Education
Monmouth University 1966 — 1970
BSBA, Finance
New York University, Stern School of Business
BlueQuartz Technologies, LLC April 2015 - Present
NJ State Investment Council June 2012 - Present
American Security Project July 2011 - Present
United States Department of Defense October 2012 - Present
United States Department of Defense February 2007 - January 2009
US Department of Defense 2007 - 2009
Afghanistan Reconstruction Group (ARG) 2004 - 2005
Merrill Lynch 1973 - 2002
Kleinwort Benson Bank Limited 1985 - 1989
United States Marine Corps September 1970 - November 1973
Skills
International Relations, Foreign Policy, Policy Analysis, National Security, Government, Public Policy, Emergency Management, Crisis Management, Military, International..., Strategic Communications, Diplomacy, Policy, Homeland Security, Economics, Nonprofits, Defense, Public Speaking, Legislative Relations, Fundraising, Governance, Economic Development, Intelligence Analysis, Research, Politics, Political Science, Foreign Affairs, Counterterrorism, Political Campaigns, Intelligence, International Security, Federal Government, Management, Program Management, Public Affairs
Education
Monmouth University 1966 — 1970
BSBA, Finance
New York University, Stern School of Business
Patrick Codd Patrick Codd's Merrill Lynch Experience January 2008 - March 2009
Job Associate, Mortgage Trading at Merrill Lynch
Industry Capital Markets
Experience
Banc of America Securities August 2010 - Present
Banc of America Securities 2009 - 2010
Merrill Lynch January 2008 - March 2009
Education
Monmouth University 2003 — 2007
Business Administration Management, Finance
New York University, Stern School of Business
MBA
Banc of America Securities August 2010 - Present
Banc of America Securities 2009 - 2010
Merrill Lynch January 2008 - March 2009
Education
Monmouth University 2003 — 2007
Business Administration Management, Finance
New York University, Stern School of Business
MBA
Joseph W. Tenpenny Joseph W. Tenpenny's Merrill Lynch Experience January 2009 - June 2012
Job VP Private Client Advisor JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2012 - Present
Merrill Lynch January 2009 - June 2012
Merrill Lynch September 2007 - January 2009
Smith Barney January 2006 - May 2007
Education
College of Financial Planning 2011 — 2013
Monmouth University
Bachelor of Business Administration (BBA), Business Administration and Management, General
JP Morgan Chase Bank N.A. June 2012 - Present
Merrill Lynch January 2009 - June 2012
Merrill Lynch September 2007 - January 2009
Smith Barney January 2006 - May 2007
Education
College of Financial Planning 2011 — 2013
Monmouth University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Janice Gioia Janice Gioia's Merrill Lynch Experience February 2013 - Present
Job Client Service Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch & Co February 2008 - April 2013
Complex Litigation Integrators, Inc June 2006 - January 2008
Herbertsville Elementary School January 2006 - May 2006
Complex Litigation Integrators, Inc June 2002 - January 2006
Skills
Project Implementation, Excel, SQL, Microsoft Office, Access, Transcentive, EOWIN, Process Development, Data Analysis, Database Administration, Data Management, Reconciliation, Business Process..., Data Mapping, Training & Development, Teaching, Work From Home, Equity Compensation, Client Interfacing, CRM, 401k, Microsoft Excel, Program Management, Equities, Financial Services
Education
Monmouth University 2004 — 2006
Master of Arts (M.A.), Elementary Education and Teaching
Monmouth University 2000 — 2002
Bachelor of Arts (B.A.), Communications/Public Relations, 3.5
Ocean County College 1997 — 2000
Associate of Arts, Liberal Arts
Merrill Lynch February 2013 - Present
Merrill Lynch & Co February 2008 - April 2013
Complex Litigation Integrators, Inc June 2006 - January 2008
Herbertsville Elementary School January 2006 - May 2006
Complex Litigation Integrators, Inc June 2002 - January 2006
Skills
Project Implementation, Excel, SQL, Microsoft Office, Access, Transcentive, EOWIN, Process Development, Data Analysis, Database Administration, Data Management, Reconciliation, Business Process..., Data Mapping, Training & Development, Teaching, Work From Home, Equity Compensation, Client Interfacing, CRM, 401k, Microsoft Excel, Program Management, Equities, Financial Services
Education
Monmouth University 2004 — 2006
Master of Arts (M.A.), Elementary Education and Teaching
Monmouth University 2000 — 2002
Bachelor of Arts (B.A.), Communications/Public Relations, 3.5
Ocean County College 1997 — 2000
Associate of Arts, Liberal Arts
Greg T Bentley's Merrill Lynch Experience August 2009 - Present
Job Global Wealth Managenent at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2009 - Present
JPMorgan Chase August 2004 - July 2008
Skills
Sales Management, Sales, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Banking, Credit, Leadership, Business Development, Investments, Finance, Risk Management, Customer Retention, Insurance
Education
Monmouth University
Merrill Lynch August 2009 - Present
JPMorgan Chase August 2004 - July 2008
Skills
Sales Management, Sales, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Banking, Credit, Leadership, Business Development, Investments, Finance, Risk Management, Customer Retention, Insurance
Education
Monmouth University
Ebenezer Koranteng, MBA(Finance) BSc (Marketing) Ebenezer Koranteng, MBA(Finance) BSc (Marketing)'s Merrill Lynch Experience September 2011 - Present
Job Performance Measurement Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Merrill Lynch November 2010 - September 2011
Merrill Lynch April 2007 - November 2010
Skills
Finance, Financial Analysis, Portfolio Management, Fixed Income, Mutual Funds, Investments, Alternative Investments, Securities, Bloomberg Terminal, Project Management, Asset Managment, Asset Allocation, Capital Markets
Education
Monmouth University 2007 — 2010
MBA, Finance
University of Ghana 1995 — 1999
BSc Administration, Marketing Major
Merrill Lynch September 2011 - Present
Merrill Lynch November 2010 - September 2011
Merrill Lynch April 2007 - November 2010
Skills
Finance, Financial Analysis, Portfolio Management, Fixed Income, Mutual Funds, Investments, Alternative Investments, Securities, Bloomberg Terminal, Project Management, Asset Managment, Asset Allocation, Capital Markets
Education
Monmouth University 2007 — 2010
MBA, Finance
University of Ghana 1995 — 1999
BSc Administration, Marketing Major
Peter Demos's Merrill Lynch Experience September 2007 - December 2007
Job Reimbursement Analyst III at Meridian Health
Industry Accounting
Experience
Meridian Health January 2014 - Present
Deborah Heart and Lung Center/ Deborah Hospital May 2012 - January 2014
Meridian Health June 2010 - April 2012
Meridian Health February 2009 - June 2010
State Street Bank June 2008 - January 2009
Holborn Corporation June 2007 - January 2008
Merrill Lynch September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Access, Account Reconciliation, Microsoft Excel, Financial Reporting, Forecasting, Microsoft Word, PowerPoint, Accounts Receivable, Variance Analysis, General Ledger, Budgets
Education
Monmouth University 2013 — 2016
Masters in Business Administration, Accounting, 3.9 Cumulative GPA
The College of New Jersey 2004 — 2008
Business Administration, Major in Finance, Minor in Economics, 3.6 Cumulative GPA
Colts Neck High School
Meridian Health January 2014 - Present
Deborah Heart and Lung Center/ Deborah Hospital May 2012 - January 2014
Meridian Health June 2010 - April 2012
Meridian Health February 2009 - June 2010
State Street Bank June 2008 - January 2009
Holborn Corporation June 2007 - January 2008
Merrill Lynch September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Access, Account Reconciliation, Microsoft Excel, Financial Reporting, Forecasting, Microsoft Word, PowerPoint, Accounts Receivable, Variance Analysis, General Ledger, Budgets
Education
Monmouth University 2013 — 2016
Masters in Business Administration, Accounting, 3.9 Cumulative GPA
The College of New Jersey 2004 — 2008
Business Administration, Major in Finance, Minor in Economics, 3.6 Cumulative GPA
Colts Neck High School
Danielle Borruso's Merrill Lynch Experience January 2015 - Present
Job Registered Client Associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch 2012 - December 2014
Skills
Loans, Securities, Portfolio Management, Finance, Back Office, Analysis, Mutual Funds, Investments, Microsoft Excel, Fixed Income, Equities, Microsoft Office, Bloomberg, Financial Analysis, Derivatives, Customer Service, Microsoft Word, Time Management, Series 7
Education
Monmouth University 2008 — 2012
Bachelor's degree
Merrill Lynch January 2015 - Present
Merrill Lynch 2012 - December 2014
Skills
Loans, Securities, Portfolio Management, Finance, Back Office, Analysis, Mutual Funds, Investments, Microsoft Excel, Fixed Income, Equities, Microsoft Office, Bloomberg, Financial Analysis, Derivatives, Customer Service, Microsoft Word, Time Management, Series 7
Education
Monmouth University 2008 — 2012
Bachelor's degree
Michael Venezia Michael Venezia's Merrill Lynch Experience June 2005 - September 2005
Job Mayor at Township of Bloomfield
Industry Legislative Office
Experience
Township of Bloomfield January 2014 - Present
County of Essex August 2013 - Present
Township of Bloomfield January 2011 - Present
United States Senate March 2008 - August 2013
U.S. House of Representatives September 2005 - March 2008
Merrill Lynch June 2005 - September 2005
NJ Senator Ellen Karcher (NJ-12) January 2005 - June 2005
John Kerry for President August 2004 - November 2004
Skills
Effective Communication, Thorough & Consistent..., Highly motivated..., Strategic Planning, Proven personal &..., Management of staff, Microsoft Office, Economic Development, Governmental Affairs, Policy, Community Development, Customer relations
Education
Monmouth University 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Township of Bloomfield January 2014 - Present
County of Essex August 2013 - Present
Township of Bloomfield January 2011 - Present
United States Senate March 2008 - August 2013
U.S. House of Representatives September 2005 - March 2008
Merrill Lynch June 2005 - September 2005
NJ Senator Ellen Karcher (NJ-12) January 2005 - June 2005
John Kerry for President August 2004 - November 2004
Skills
Effective Communication, Thorough & Consistent..., Highly motivated..., Strategic Planning, Proven personal &..., Management of staff, Microsoft Office, Economic Development, Governmental Affairs, Policy, Community Development, Customer relations
Education
Monmouth University 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Tony DiMarco Tony DiMarco's Merrill Lynch Experience 2000 - 2002
Job Senior Unix System Administrator at AT&T
Industry Telecommunications
Experience
AT&T September 2013 - Present
AT&T March 2002 - September 2013
Merrill Lynch 2000 - 2002
AT&T Labs December 1992 - July 2000
Bell Laboratories January 1984 - November 1992
Skills
Solaris, Data Center, Disaster Recovery, Virtualization, Vendor Management, TCP/IP, Unix, Telecommunications, System Deployment, Servers, Linux, VMware
Education
DeVry University
Monmouth University
AT&T September 2013 - Present
AT&T March 2002 - September 2013
Merrill Lynch 2000 - 2002
AT&T Labs December 1992 - July 2000
Bell Laboratories January 1984 - November 1992
Skills
Solaris, Data Center, Disaster Recovery, Virtualization, Vendor Management, TCP/IP, Unix, Telecommunications, System Deployment, Servers, Linux, VMware
Education
DeVry University
Monmouth University
Dashia Mcleod Dashia Mcleod's Merrill Lynch Experience November 2010 - October 2011
Job Staff Accountant
Industry Real Estate
Experience
Goldstar Properties April 2013 - September 2013
Bad Boy Entertainment January 2012 - May 2012
Merrill Lynch November 2010 - October 2011
Skills
Finance, Financial Analysis, Investments, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, Strategic Financial..., Cash Flow, Corporate Finance, Forecasting, Account Reconciliation
Education
Monroe College 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Goldstar Properties April 2013 - September 2013
Bad Boy Entertainment January 2012 - May 2012
Merrill Lynch November 2010 - October 2011
Skills
Finance, Financial Analysis, Investments, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, Strategic Financial..., Cash Flow, Corporate Finance, Forecasting, Account Reconciliation
Education
Monroe College 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Stephen Melnyk Stephen Melnyk's Merrill Lynch Experience February 2014 - May 2015
Job The Sartini Group
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Merrill Lynch February 2014 - May 2015
Merrill Lynch June 2012 - January 2014
Eagle Productivity Solutions January 2012 - June 2012
Family Business 2009 - 2011
Bank of America 1998 - 2009
Village of Pittsford 1998 - 2006
Fleet Bank 1996 - 1998
Fleet Bank 1995 - 1996
Fleet Bank 1994 - 1995
Skills
Retirement Plans, Client Relationship..., Customer Service, Plan Administration, Benefits Communication, 401k, Bank Relationship..., Fiduciary Compliance, Retirement Planning, Rollovers, Profit Sharing, Training & Development, Customer Relations, Financial Advisory, Fiduciary, CRM, Investments, Training, Leadership, Banking, Financial Services, Strategic Financial..., Relationship Management, Finance, Mutual Funds, Employee Training, Process Improvement, Customer Satisfaction, Sales, Management, Insurance, Series 63, Asset Allocation, Wealth Management, Series 7, Employee Benefits, Financial Planning, Analysis, Strategic Planning, Microsoft Office
Education
University of Rochester
BA, Psychology
State University of New York College at Brockport
MPA, BS, Public Administration (Masters), Accounting (BS)
ABA Trust School at Northwestern University
Certificate, Employee Benefit Trusts
Institute of Certified Bankers
CRSP, Retirement Plans
Monroe Community College
AS, Business Administration
Benjamin Franklin High School
Regents, Regents curriculum
Morgan Stanley June 2015 - Present
Merrill Lynch February 2014 - May 2015
Merrill Lynch June 2012 - January 2014
Eagle Productivity Solutions January 2012 - June 2012
Family Business 2009 - 2011
Bank of America 1998 - 2009
Village of Pittsford 1998 - 2006
Fleet Bank 1996 - 1998
Fleet Bank 1995 - 1996
Fleet Bank 1994 - 1995
Skills
Retirement Plans, Client Relationship..., Customer Service, Plan Administration, Benefits Communication, 401k, Bank Relationship..., Fiduciary Compliance, Retirement Planning, Rollovers, Profit Sharing, Training & Development, Customer Relations, Financial Advisory, Fiduciary, CRM, Investments, Training, Leadership, Banking, Financial Services, Strategic Financial..., Relationship Management, Finance, Mutual Funds, Employee Training, Process Improvement, Customer Satisfaction, Sales, Management, Insurance, Series 63, Asset Allocation, Wealth Management, Series 7, Employee Benefits, Financial Planning, Analysis, Strategic Planning, Microsoft Office
Education
University of Rochester
BA, Psychology
State University of New York College at Brockport
MPA, BS, Public Administration (Masters), Accounting (BS)
ABA Trust School at Northwestern University
Certificate, Employee Benefit Trusts
Institute of Certified Bankers
CRSP, Retirement Plans
Monroe Community College
AS, Business Administration
Benjamin Franklin High School
Regents, Regents curriculum
Mark Joseph's Merrill Lynch Experience May 2010 - August 2010
Job Credit Research Analyst Oil & Gas at CreditSights
Industry Financial Services
Experience
CreditSights April 2015 - Present
Simmons & Company International April 2013 - February 2015
Millennium Partners October 2012 - April 2013
SkyView Investment Advisors May 2012 - September 2012
Four Springs Capital LLC September 2011 - December 2011
Merrill Lynch May 2010 - August 2010
Skills
SAS, R, SPSS, Microsoft Excel, Conceptual Modeling, Stochastic Calculus, GARCH, Bloomberg Terminal, Bloomberg, Quantitative Analytics, Financial Modeling, Quantitative Finance, Valuation, Series 7, Series 63, Series 87, Series 86
Education
Monmouth University 2011 — 2012
Master of Science, Financial Mathematics, 3.94/4.0
The College of New Jersey 2007 — 2011
Bachelor of Science, Finance, 3.6/4.0
CreditSights April 2015 - Present
Simmons & Company International April 2013 - February 2015
Millennium Partners October 2012 - April 2013
SkyView Investment Advisors May 2012 - September 2012
Four Springs Capital LLC September 2011 - December 2011
Merrill Lynch May 2010 - August 2010
Skills
SAS, R, SPSS, Microsoft Excel, Conceptual Modeling, Stochastic Calculus, GARCH, Bloomberg Terminal, Bloomberg, Quantitative Analytics, Financial Modeling, Quantitative Finance, Valuation, Series 7, Series 63, Series 87, Series 86
Education
Monmouth University 2011 — 2012
Master of Science, Financial Mathematics, 3.94/4.0
The College of New Jersey 2007 — 2011
Bachelor of Science, Finance, 3.6/4.0
Stephanie Samuel, MBA, CAPM Stephanie Samuel, MBA, CAPM's Merrill Lynch Experience June 2007 - June 2009
Job Mechanical/Energy Engineer at Rochester District Heating Cooperative
Industry Government Administration
Experience
Rochester District Heating Cooperative November 2014 - Present
General Motors Components Holdings, LLC September 2012 - March 2014
Paychex January 2011 - September 2012
US Census Bureau November 2009 - May 2010
The Tile Room December 2003 - July 2009
Merrill Lynch June 2007 - June 2009
Elizabeth A. Fomin Interior Planning and Design May 2005 - May 2006
Education
Rochester Institute of Technology 2006 — 2007
MBA, Finance and Marketing
Monroe Community College 2002 — 2004
AAS, Interior Design
Monroe Community College 2002 — 2004
AAS Interior Design, Accounting, 4.0
Rochester Institute of Technology 1997 — 2001
BS, Mechanical Engineering
St. John Fisher College
Rochester District Heating Cooperative November 2014 - Present
General Motors Components Holdings, LLC September 2012 - March 2014
Paychex January 2011 - September 2012
US Census Bureau November 2009 - May 2010
The Tile Room December 2003 - July 2009
Merrill Lynch June 2007 - June 2009
Elizabeth A. Fomin Interior Planning and Design May 2005 - May 2006
Education
Rochester Institute of Technology 2006 — 2007
MBA, Finance and Marketing
Monroe Community College 2002 — 2004
AAS, Interior Design
Monroe Community College 2002 — 2004
AAS Interior Design, Accounting, 4.0
Rochester Institute of Technology 1997 — 2001
BS, Mechanical Engineering
St. John Fisher College
Laurie Kovak Laurie Kovak's Merrill Lynch Experience June 1982 - September 2008
Job at Educational Testing Services
Industry Education Management
Experience
Educational Testing Service January 2009 - Present
Monmouth University September 2008 - Present
Merrill Lynch June 1982 - September 2008
Skills
DMAIC, Six Sigma, Strategic Planning, Lean Manufacturing, Project Management, Analysis, Vendor Management, Program Management, Business Analysis, Risk Management, Strategy, Change Management, Process Improvement, Team Leadership, Leadership, SDLC, CRM, Visio, Data Analysis, Business Process..., Team Building, Management, IT Strategy
Education
Monmouth University 2001 — 2007
MA, US History
Saint John's University 1979 — 1982
B.S., Psychology and Business
Educational Testing Service January 2009 - Present
Monmouth University September 2008 - Present
Merrill Lynch June 1982 - September 2008
Skills
DMAIC, Six Sigma, Strategic Planning, Lean Manufacturing, Project Management, Analysis, Vendor Management, Program Management, Business Analysis, Risk Management, Strategy, Change Management, Process Improvement, Team Leadership, Leadership, SDLC, CRM, Visio, Data Analysis, Business Process..., Team Building, Management, IT Strategy
Education
Monmouth University 2001 — 2007
MA, US History
Saint John's University 1979 — 1982
B.S., Psychology and Business
Kimberly Greenhall's Merrill Lynch Experience April 2015 - Present
Job Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Merrill Lynch April 2014 - April 2015
Merrill Lynch August 2012 - April 2014
Bank of America Merrill Lynch February 2011 - September 2012
Merrill Lynch September 2009 - February 2011
McLoone's Pier House March 2007 - September 2009
Monmouth University August 2007 - May 2008
Shore Community Bank May 2005 - October 2007
Limited Brands October 2005 - February 2007
Skills
Series 7, Series 24, Mutual Funds, Customer Service, Investments, Finance, 401k, Leadership, Team Leadership, Management, Uniform Combined State..., General Securities..., 401k Rollovers, Bonds, Equities, Securities, Banking, Series 63
Education
Monmouth University 2005 — 2009
Bachelor of Science, Finance
TOMS RIVER SOUTH 2001 — 2005
Merrill Lynch April 2015 - Present
Merrill Lynch April 2014 - April 2015
Merrill Lynch August 2012 - April 2014
Bank of America Merrill Lynch February 2011 - September 2012
Merrill Lynch September 2009 - February 2011
McLoone's Pier House March 2007 - September 2009
Monmouth University August 2007 - May 2008
Shore Community Bank May 2005 - October 2007
Limited Brands October 2005 - February 2007
Skills
Series 7, Series 24, Mutual Funds, Customer Service, Investments, Finance, 401k, Leadership, Team Leadership, Management, Uniform Combined State..., General Securities..., 401k Rollovers, Bonds, Equities, Securities, Banking, Series 63
Education
Monmouth University 2005 — 2009
Bachelor of Science, Finance
TOMS RIVER SOUTH 2001 — 2005
Joseph Modafferi, MBA's Merrill Lynch Experience October 2012 - January 2013
Job Global Counterparty Credit at TD Securities
Industry Financial Services
Experience
TD Securities October 2014 - Present
TD June 2013 - October 2014
Morgan Stanley January 2013 - May 2013
Merrill Lynch October 2012 - January 2013
Cantor Fitzgerald / BGC Partners December 2011 - January 2012
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Wealth Management, Credit Risk, Financial Risk, Analysis, Securities, Management, Trading, Insurance, Microsoft Excel, Middle Office, Options, CRM, Financial Analysis, Finance, Fixed Income, Financial Modeling, Equities, Strategic Financial...
Education
CFA Institute
2016 Level II Candidate in the CFA Program
Wagner College 2011 — 2013
MBA, Management (2012); Finance (2013)
Monmouth University 2008 — 2011
BS, Economics
TD Securities October 2014 - Present
TD June 2013 - October 2014
Morgan Stanley January 2013 - May 2013
Merrill Lynch October 2012 - January 2013
Cantor Fitzgerald / BGC Partners December 2011 - January 2012
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Wealth Management, Credit Risk, Financial Risk, Analysis, Securities, Management, Trading, Insurance, Microsoft Excel, Middle Office, Options, CRM, Financial Analysis, Finance, Fixed Income, Financial Modeling, Equities, Strategic Financial...
Education
CFA Institute
2016 Level II Candidate in the CFA Program
Wagner College 2011 — 2013
MBA, Management (2012); Finance (2013)
Monmouth University 2008 — 2011
BS, Economics
Dashia Mcleod Dashia Mcleod's Merrill Lynch Experience October 2010 - Present
Job Monroe College
Industry Accounting
Experience
Merrill Lynch October 2010 - Present
Education
Monroe College 2010 — 2012
Accounting
Merrill Lynch October 2010 - Present
Education
Monroe College 2010 — 2012
Accounting
Richard Franco Richard Franco's Merrill Lynch Experience 1980 - 1987
Job Senior Vice President at Park Hudson International
Industry Staffing and Recruiting
Experience
Park Hudson International March 2010 - Present
Addison Search October 2006 - March 2010
Cross Staffing / Snelling Personnel February 1987 - October 2006
Snelling Staffing 1996 - 2006
Merrill Lynch 1980 - 1987
Skills
Staffing Services, Applicant Tracking..., Permanent Placement, Talent Acquisition, Contract Recruitment, Technical Recruiting, Executive Search, Recruiting, Sourcing, Internet Recruiting, Employee Relations
Education
Canarsie High School 1980 — 1982
diploma
Monmouth University
Park Hudson International March 2010 - Present
Addison Search October 2006 - March 2010
Cross Staffing / Snelling Personnel February 1987 - October 2006
Snelling Staffing 1996 - 2006
Merrill Lynch 1980 - 1987
Skills
Staffing Services, Applicant Tracking..., Permanent Placement, Talent Acquisition, Contract Recruitment, Technical Recruiting, Executive Search, Recruiting, Sourcing, Internet Recruiting, Employee Relations
Education
Canarsie High School 1980 — 1982
diploma
Monmouth University
Donna Ciccimarro Melega Donna Ciccimarro Melega's Merrill Lynch Experience 1984 - 1998
Job Municipal Sales/Trading/Public Finance
Industry Capital Markets
Experience
JPMorgan 1999 - 2008
J.P. Morgan Securities Inc. 1999 - 2008
Merrill Lynch 1984 - 1998
Skills
Bonds, Portfolio Management, Banking, Bloomberg, Capital Markets, Fixed Income, Trading
Education
Monmouth University
Bachelor of Arts, Cum Laude, English Education with minor in Business Administration
JPMorgan 1999 - 2008
J.P. Morgan Securities Inc. 1999 - 2008
Merrill Lynch 1984 - 1998
Skills
Bonds, Portfolio Management, Banking, Bloomberg, Capital Markets, Fixed Income, Trading
Education
Monmouth University
Bachelor of Arts, Cum Laude, English Education with minor in Business Administration
Ken Bopf Ken Bopf's Merrill Lynch Experience February 2007 - November 2007
Job Vice President of Regulatory and Compliance at EZPAY.mobi, LLC
Industry Financial Services
Experience
EZPAY.mobi, LLC December 2014 - Present
Deutsche Bank November 2007 - December 2014
Merrill Lynch February 2007 - November 2007
Enterprise Rent-A-Car February 2005 - December 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training
Education
Monmouth University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Saint Michael's College 2000 — 2004
Bachelor of Science (BS), Mathematics
EZPAY.mobi, LLC December 2014 - Present
Deutsche Bank November 2007 - December 2014
Merrill Lynch February 2007 - November 2007
Enterprise Rent-A-Car February 2005 - December 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training
Education
Monmouth University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Saint Michael's College 2000 — 2004
Bachelor of Science (BS), Mathematics
Michael Cinquemane Michael Cinquemane's Merrill Lynch Experience 1995 - 2001
Job Director, Operations Portfolio Administration
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2011 - Present
Lord, Abbett & Co. LLC April 2002 - October 2011
Lord, Abbett & Co. LLC April 2001 - April 2002
Merrill Lynch 1995 - 2001
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Wealth Management, Securities, Financial Services, Separately Managed..., Investment Management, Fund Accounting, Account Reconciliation, Vendor Management, Process Improvement, Back Office, Investments, Institutional Accounts, Security APL
Education
Monmouth University
MBA
University of Central Florida - College of Business Administration
Bachelors, Accounting
Lord, Abbett & Co. LLC October 2011 - Present
Lord, Abbett & Co. LLC April 2002 - October 2011
Lord, Abbett & Co. LLC April 2001 - April 2002
Merrill Lynch 1995 - 2001
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Wealth Management, Securities, Financial Services, Separately Managed..., Investment Management, Fund Accounting, Account Reconciliation, Vendor Management, Process Improvement, Back Office, Investments, Institutional Accounts, Security APL
Education
Monmouth University
MBA
University of Central Florida - College of Business Administration
Bachelors, Accounting
Joseph Wallace Joseph Wallace's Merrill Lynch Experience 2007 - October 2014
Job Equity Derivatives Trading Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - October 2014
Merrill Lynch 2005 - 2007
Merrill Lynch 2000 - 2005
Merrill Lynch 1998 - 2000
Merrill Lynch 1997 - 1998
Wauters and Walling, CPA 1997 - 1997
Skills
Equity Derivatives, Options, Equities, Derivatives, Bloomberg, Securities, Trading, Equity Trading, Hold Series 7, Exceptional mentor &..., Series 63, Trade Compliance, Options Strategies, Structured Products, Hedge Funds, Risk Management
Education
Monmouth University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Monmouth University 1993 — 1997
Bachelor of Science (BS), Accounting
Merrill Lynch 2007 - October 2014
Merrill Lynch 2005 - 2007
Merrill Lynch 2000 - 2005
Merrill Lynch 1998 - 2000
Merrill Lynch 1997 - 1998
Wauters and Walling, CPA 1997 - 1997
Skills
Equity Derivatives, Options, Equities, Derivatives, Bloomberg, Securities, Trading, Equity Trading, Hold Series 7, Exceptional mentor &..., Series 63, Trade Compliance, Options Strategies, Structured Products, Hedge Funds, Risk Management
Education
Monmouth University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Monmouth University 1993 — 1997
Bachelor of Science (BS), Accounting
Tony Bellomo Tony Bellomo's Merrill Lynch Experience June 2001 - July 2008
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS July 2008 - Present
Merrill Lynch June 2001 - July 2008
Merrill Lynch June 1999 - May 2001
Education
Monmouth University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
UBS July 2008 - Present
Merrill Lynch June 2001 - July 2008
Merrill Lynch June 1999 - May 2001
Education
Monmouth University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Vince Rokose Vince Rokose's Merrill Lynch Experience July 1990 - July 1995
Job Business Strategy | Leadership Development | Operations | Team Building | Marketing
Industry Financial Services
Experience
First Financial Security November 2014 - Present
Global Asset Management Group February 2010 - Present
FRA Financial Group August 2012 - August 2014
Nextage Realty International, LLC December 2008 - April 2013
Nextage Realty International, LLC January 2012 - April 2012
Financial Leadership Advisors September 2007 - July 2009
World Leadership Group June 2002 - September 2007
World Financial Group (WFG) February 2001 - July 2002
World Maketing Alliance July 1995 - February 2001
Merrill Lynch July 1990 - July 1995
Skills
Leadership, Real Estate, Team Building, Marketing, Investments, Business Planning, Business Strategy, Coaching, Strategy, Sales, Finance, Management, Social Media Marketing, Marketing Strategy, Selling, Short Sales, Financial Services, Start-ups, Operations Management, Brokerage, Real Estate Transactions, REO, Recruiting, Microsoft Excel, Negotiation, Entrepreneurship, Project Management, Strategic Financial..., Property Management, Business Analysis, PowerPoint, Cross-functional Team..., Process Improvement, Strategic Planning, Contract Negotiation, Product Management, Access, New Business Development, Business Development, Budgets, Content Marketing, Web Content Management, Executive Reporting, Series 65, Life Insurance, Investment Advisory
Education
Rider University 1990 — 1993
MBA, Finance
Monmouth University 1986 — 1990
B.S., Accounting
First Financial Security November 2014 - Present
Global Asset Management Group February 2010 - Present
FRA Financial Group August 2012 - August 2014
Nextage Realty International, LLC December 2008 - April 2013
Nextage Realty International, LLC January 2012 - April 2012
Financial Leadership Advisors September 2007 - July 2009
World Leadership Group June 2002 - September 2007
World Financial Group (WFG) February 2001 - July 2002
World Maketing Alliance July 1995 - February 2001
Merrill Lynch July 1990 - July 1995
Skills
Leadership, Real Estate, Team Building, Marketing, Investments, Business Planning, Business Strategy, Coaching, Strategy, Sales, Finance, Management, Social Media Marketing, Marketing Strategy, Selling, Short Sales, Financial Services, Start-ups, Operations Management, Brokerage, Real Estate Transactions, REO, Recruiting, Microsoft Excel, Negotiation, Entrepreneurship, Project Management, Strategic Financial..., Property Management, Business Analysis, PowerPoint, Cross-functional Team..., Process Improvement, Strategic Planning, Contract Negotiation, Product Management, Access, New Business Development, Business Development, Budgets, Content Marketing, Web Content Management, Executive Reporting, Series 65, Life Insurance, Investment Advisory
Education
Rider University 1990 — 1993
MBA, Finance
Monmouth University 1986 — 1990
B.S., Accounting
Linda Gallagher Linda Gallagher's Merrill Lynch Experience 1997 - 2002
Job Chief Product Officer & CISO
Industry Financial Services
Experience
LMG consultancy September 2014 - Present
Topia Technology April 2013 - Present
Agiliance October 2013 - September 2014
HSBC 2010 - April 2013
HSBC 2003 - 2011
Merrill Lynch 1997 - 2002
Advanced Interface Research team 1996 - 1997
Merrill Lynch January 1991 - January 1996
AT&T 1990 - 1991
Skills
Security, IT Operations, Risk, Software Development, Information Security..., Information Security, Financial Risk, Governance, Computer Security, Vulnerability Assessment, Penetration Testing, Application Security, SDLC, Integration, Risk Management, Information Security..., Security Architecture..., Incident Management, Business Intelligence, Enterprise Architecture, Business Continuity, Strategy, PCI DSS, Disaster Recovery, ISO 27001, CISSP, Agile Methodologies, IT Strategy, IT Management, Identity Management, Information Technology, Product Management
Education
Stevens Institute of Technology
MS, Management of Technology
Monmouth University
BS, Computer Science
LMG consultancy September 2014 - Present
Topia Technology April 2013 - Present
Agiliance October 2013 - September 2014
HSBC 2010 - April 2013
HSBC 2003 - 2011
Merrill Lynch 1997 - 2002
Advanced Interface Research team 1996 - 1997
Merrill Lynch January 1991 - January 1996
AT&T 1990 - 1991
Skills
Security, IT Operations, Risk, Software Development, Information Security..., Information Security, Financial Risk, Governance, Computer Security, Vulnerability Assessment, Penetration Testing, Application Security, SDLC, Integration, Risk Management, Information Security..., Security Architecture..., Incident Management, Business Intelligence, Enterprise Architecture, Business Continuity, Strategy, PCI DSS, Disaster Recovery, ISO 27001, CISSP, Agile Methodologies, IT Strategy, IT Management, Identity Management, Information Technology, Product Management
Education
Stevens Institute of Technology
MS, Management of Technology
Monmouth University
BS, Computer Science
Lauren Florio, MBA Lauren Florio, MBA's Merrill Lynch Experience November 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Jakeabob's Bay January 2007 - Present
Creative Financial Group of NJ January 2011 - November 2013
Hamilton Executions LLC January 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Teaching, Spreadsheets, Editing, Sales, Event Management, Social Networking, Public Speaking, Nonprofits, Community Outreach, Access, Facebook, Team Building, Data Analysis, Insurance, Marketing, Social Media Marketing, Management, Public Relations, Customer Satisfaction, Administrative..., Higher Education, Financial Analysis, Social Media, Event Planning, Time Management, Fundraising, Leadership, Advertising, 401k, Prezi, Series 63
Education
Monmouth University 2012 — 2013
Master of Business Administration (MBA)
Monmouth University 2009 — 2012
MBA, Business Administration; Finance
Monmouth University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch November 2013 - Present
Jakeabob's Bay January 2007 - Present
Creative Financial Group of NJ January 2011 - November 2013
Hamilton Executions LLC January 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Teaching, Spreadsheets, Editing, Sales, Event Management, Social Networking, Public Speaking, Nonprofits, Community Outreach, Access, Facebook, Team Building, Data Analysis, Insurance, Marketing, Social Media Marketing, Management, Public Relations, Customer Satisfaction, Administrative..., Higher Education, Financial Analysis, Social Media, Event Planning, Time Management, Fundraising, Leadership, Advertising, 401k, Prezi, Series 63
Education
Monmouth University 2012 — 2013
Master of Business Administration (MBA)
Monmouth University 2009 — 2012
MBA, Business Administration; Finance
Monmouth University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Ken Proctor Ken Proctor's Merrill Lynch Experience 1990 - 2007
Job Independant IT Consulting/Contracting
Industry Information Technology and Services
Experience
TD Ameritrade November 2008 - October 2011
Merrill Lynch 1990 - 2007
Merrill Lynch 1990 - 2007
Skills
Outsourcing, Vendor Management, Software Development, IT Strategy, Business Analysis, SDLC, PMO, Risk Management, Program Management, Enterprise Architecture, Project Delivery, Strategic Planning, Project Portfolio..., Business Intelligence, Information Technology, Visio, Budgets, Project Planning, Integration, Requirements Analysis, Business Process, IT Management, Team Leadership, Six Sigma, Business Process..., Customer Service, ITIL, IT Governance, PMP, Product Development, Process Engineering, Business Continuity, CMMI, Change Management, Governance, Software Project..., Process Improvement, Financial Services, Requirements Gathering, Vendor Relations, Customer Relations, Budgeting, Risk Mitigation, Planning, Application Development, CMM, Lean IT, Lean Six Sigma, Leadership
Education
Monmouth University
TD Ameritrade November 2008 - October 2011
Merrill Lynch 1990 - 2007
Merrill Lynch 1990 - 2007
Skills
Outsourcing, Vendor Management, Software Development, IT Strategy, Business Analysis, SDLC, PMO, Risk Management, Program Management, Enterprise Architecture, Project Delivery, Strategic Planning, Project Portfolio..., Business Intelligence, Information Technology, Visio, Budgets, Project Planning, Integration, Requirements Analysis, Business Process, IT Management, Team Leadership, Six Sigma, Business Process..., Customer Service, ITIL, IT Governance, PMP, Product Development, Process Engineering, Business Continuity, CMMI, Change Management, Governance, Software Project..., Process Improvement, Financial Services, Requirements Gathering, Vendor Relations, Customer Relations, Budgeting, Risk Mitigation, Planning, Application Development, CMM, Lean IT, Lean Six Sigma, Leadership
Education
Monmouth University
Catherine Farley Catherine Farley's Merrill Lynch Experience 2000 - 2001
Job Vice President & Senior Wealth Advisor
Industry Banking
Experience
OceanFirst Bank March 2002 - Present
Merrill Lynch 2000 - 2001
Bank of America 1990 - 2000
Skills
Trust Management, Trust Services, Investment Advisory, Asset Allocation, Fiduciary Services, Financial Analysis, Wealth Management..., Loans, Wealth Management, Estate Planning, Commercial Banking, Finance, Trusts, Retail Banking, Mortgage Lending, Commercial Lending, Banking, High Net Worth...
Education
Monmouth University
Northwestern University
OceanFirst Bank March 2002 - Present
Merrill Lynch 2000 - 2001
Bank of America 1990 - 2000
Skills
Trust Management, Trust Services, Investment Advisory, Asset Allocation, Fiduciary Services, Financial Analysis, Wealth Management..., Loans, Wealth Management, Estate Planning, Commercial Banking, Finance, Trusts, Retail Banking, Mortgage Lending, Commercial Lending, Banking, High Net Worth...
Education
Monmouth University
Northwestern University
Charlie Wurst's Merrill Lynch Experience 2000 - 2002
Job Seeking Next Opportunity
Industry Staffing and Recruiting
Experience
Seeking Next Opportunity July 2011 - Present
People Science January 2011 - July 2011
Drake Beam Morin April 2008 - October 2008
AIG/Royal Alliance Associates December 2003 - December 2007
Professional Recruiting Associates 2002 - 2003
Merrill Lynch 2000 - 2002
Paine Webber 1997 - 1999
Education
Monmouth University
BS, Business Administration
Seeking Next Opportunity July 2011 - Present
People Science January 2011 - July 2011
Drake Beam Morin April 2008 - October 2008
AIG/Royal Alliance Associates December 2003 - December 2007
Professional Recruiting Associates 2002 - 2003
Merrill Lynch 2000 - 2002
Paine Webber 1997 - 1999
Education
Monmouth University
BS, Business Administration
Rebecca Lasley McLoughlin's Merrill Lynch Experience February 2007 - January 2009
Job Strategic Channel Marketing Manager at Prudential Financial
Industry Marketing and Advertising
Experience
Prudential Financial October 2014 - Present
Toys R Us September 2012 - October 2014
Royal Bank of Scotland September 2010 - February 2012
UBS August 2009 - September 2010
Merrill Lynch February 2007 - January 2009
Merrill Lynch December 2006 - January 2009
Merrill Lynch May 2004 - February 2007
Skills
Event Marketing, Content Creation, Marketing Management, Advertising, Integrated Marketing, Digital Marketing, Digital Strategy, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Content Strategy, Social Media, Brand Management, Marketing, Strategy, Online Marketing, Management, Leadership, Strategic Communications, Press Releases, Public Relations, Newsletters, Marketing Communications, Email Marketing, Online Advertising, Direct Marketing
Education
New York University 2005 — 2009
MS, Integrated Marketing
Monmouth University 2000 — 2003
BA, Communication Studies
Prudential Financial October 2014 - Present
Toys R Us September 2012 - October 2014
Royal Bank of Scotland September 2010 - February 2012
UBS August 2009 - September 2010
Merrill Lynch February 2007 - January 2009
Merrill Lynch December 2006 - January 2009
Merrill Lynch May 2004 - February 2007
Skills
Event Marketing, Content Creation, Marketing Management, Advertising, Integrated Marketing, Digital Marketing, Digital Strategy, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Content Strategy, Social Media, Brand Management, Marketing, Strategy, Online Marketing, Management, Leadership, Strategic Communications, Press Releases, Public Relations, Newsletters, Marketing Communications, Email Marketing, Online Advertising, Direct Marketing
Education
New York University 2005 — 2009
MS, Integrated Marketing
Monmouth University 2000 — 2003
BA, Communication Studies
Leslie Oakerson Leslie Oakerson's Merrill Lynch Experience June 2011 - May 2014
Job US Retail Defined Contribution Sales
Industry Financial Services
Experience
BlackRock July 2015 - Present
UBS Wealth Management May 2014 - June 2015
Merrill Lynch June 2011 - May 2014
BlackRock June 2006 - June 2011
Skills
Alternative Investments, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Fixed Income, ETFs, Equities, Hedge Funds, Asset Management, Sales, Private Equity, Uniform Combined State..., Separately Managed..., Investments, Series 66, Managed Futures
Education
Monmouth University 1994 — 2001
BA, MA
Rumson Fair Haven
BlackRock July 2015 - Present
UBS Wealth Management May 2014 - June 2015
Merrill Lynch June 2011 - May 2014
BlackRock June 2006 - June 2011
Skills
Alternative Investments, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Fixed Income, ETFs, Equities, Hedge Funds, Asset Management, Sales, Private Equity, Uniform Combined State..., Separately Managed..., Investments, Series 66, Managed Futures
Education
Monmouth University 1994 — 2001
BA, MA
Rumson Fair Haven
Keith Karstadt Keith Karstadt's Merrill Lynch Experience September 1979 - June 1983
Job Senior Vice President Wealth Management, Portfolio Manager PMP Program at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management September 2000 - Present
Prudential Financial May 1994 - May 2000
Dean Witter Reynolds Inc. May 1988 - May 1994
EF Hutton May 1983 - May 1988
Merrill Lynch September 1979 - June 1983
Skills
Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Retirement Planning, Separately Managed..., Personal Financial..., Former Professional...
Education
Monmouth University 1972 — 1976
BA, Psychology, Business
Long Branch High School
UBS Wealth Management September 2000 - Present
Prudential Financial May 1994 - May 2000
Dean Witter Reynolds Inc. May 1988 - May 1994
EF Hutton May 1983 - May 1988
Merrill Lynch September 1979 - June 1983
Skills
Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Retirement Planning, Separately Managed..., Personal Financial..., Former Professional...
Education
Monmouth University 1972 — 1976
BA, Psychology, Business
Long Branch High School
Christie Ruiz's Merrill Lynch Experience March 2008 - January 2009
Job CEO Executive Assistant
Industry Executive Office
Experience
Restaurant Supply Chain Solutions (A Yum! Brands Co-op) April 2013 - Present
Chicago Trading Company November 2009 - January 2013
Multiple recruiting agencies throughout Chicago, IL May 2009 - November 2009
Merrill Lynch March 2008 - January 2009
Bain & Company November 2005 - March 2008
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Spreadsheets, Banking, Finance, Time Management, Management, Investment Banking, Project Management, Corporate Finance, Investments, Strategic Planning, Hedge Funds, Event Management
Education
Monmouth University 2000 — 2002
MSW, International and Community Development
University of Paul Valery Montpellier III 1997 — 1998
N/A, Certificate of Completion in Intensive French Studies
University of Louisville 1992 — 1997
BA, Music, French, Theater
Restaurant Supply Chain Solutions (A Yum! Brands Co-op) April 2013 - Present
Chicago Trading Company November 2009 - January 2013
Multiple recruiting agencies throughout Chicago, IL May 2009 - November 2009
Merrill Lynch March 2008 - January 2009
Bain & Company November 2005 - March 2008
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Spreadsheets, Banking, Finance, Time Management, Management, Investment Banking, Project Management, Corporate Finance, Investments, Strategic Planning, Hedge Funds, Event Management
Education
Monmouth University 2000 — 2002
MSW, International and Community Development
University of Paul Valery Montpellier III 1997 — 1998
N/A, Certificate of Completion in Intensive French Studies
University of Louisville 1992 — 1997
BA, Music, French, Theater
David Conover David Conover's Merrill Lynch Experience 1992 - 2003
Job President & CEO EverBank Wealth Management and EverTrade Direct Brokerage
Industry Financial Services
Experience
EverBank Wealth Management and EverTrade Direct Brokerage 2010 - Present
EverBank Advisor Services 2004 - Present
Merrill Lynch 1992 - 2003
Merrill Lynch Trust Company 1988 - 1992
First Fidelity Bank 1978 - 1987
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Banking, Equities, Mutual Funds, Asset Managment, Securities, Fixed Income, Credit, Lending, Series 66, Series 8, Estate and Financial..., Brokerage, Commercial Banking, Asset Management, FINRA, Loans, Credit Risk, Retail Banking, Structured Finance, Financial Services, Investment Advisory, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Investment Banking, Financial Modeling, Hedge Funds, Risk Management, Loan Origination, Private Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Trading, Financial Markets, Retirement Planning, Derivatives, Financial Risk, Uniform Combined State..., Relationship Management, Bonds, Financial Analysis, Capital Markets, Strategic Financial..., Finance
Education
Rider University 1974 — 1978
BS
ABA National Graduate Trust School 1981 — 1983
Monmouth University 1979 — 1980
EverBank Wealth Management and EverTrade Direct Brokerage 2010 - Present
EverBank Advisor Services 2004 - Present
Merrill Lynch 1992 - 2003
Merrill Lynch Trust Company 1988 - 1992
First Fidelity Bank 1978 - 1987
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Banking, Equities, Mutual Funds, Asset Managment, Securities, Fixed Income, Credit, Lending, Series 66, Series 8, Estate and Financial..., Brokerage, Commercial Banking, Asset Management, FINRA, Loans, Credit Risk, Retail Banking, Structured Finance, Financial Services, Investment Advisory, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Investment Banking, Financial Modeling, Hedge Funds, Risk Management, Loan Origination, Private Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Trading, Financial Markets, Retirement Planning, Derivatives, Financial Risk, Uniform Combined State..., Relationship Management, Bonds, Financial Analysis, Capital Markets, Strategic Financial..., Finance
Education
Rider University 1974 — 1978
BS
ABA National Graduate Trust School 1981 — 1983
Monmouth University 1979 — 1980
Jacqueline Redington Jacqueline Redington's Merrill Lynch Experience January 2015 - Present
Job Communications and Web Content Project Management at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch January 2015 - Present
Generator Media + Analytics (formerly Gotham Direct) October 2013 - January 2015
NJCC Hospice June 2013 - October 2013
Graziano’s Italian Restaurant October 2003 - October 2013
Barnabas Health Link January 2011 - February 2013
Shore Summer Camp June 2000 - September 2006
Skills
Content Management, Basic HTML, Internal Communications, Reporting & Analysis, Twitter Marketing, Google Analytics, Facebook Marketing, Media Planning, Social Media Advertising, DoubleClick, Google Adwords, Healthcare Information..., B2B Marketing, Community Outreach, Healthcare Management, Cerner, Patient Safety, Medical Terminology, Physician Relations, Patient Education, HIPPA
Education
Monmouth University 2006 — 2010
Bachelor's degree, Marketing, 3.6
Merrill Lynch January 2015 - Present
Generator Media + Analytics (formerly Gotham Direct) October 2013 - January 2015
NJCC Hospice June 2013 - October 2013
Graziano’s Italian Restaurant October 2003 - October 2013
Barnabas Health Link January 2011 - February 2013
Shore Summer Camp June 2000 - September 2006
Skills
Content Management, Basic HTML, Internal Communications, Reporting & Analysis, Twitter Marketing, Google Analytics, Facebook Marketing, Media Planning, Social Media Advertising, DoubleClick, Google Adwords, Healthcare Information..., B2B Marketing, Community Outreach, Healthcare Management, Cerner, Patient Safety, Medical Terminology, Physician Relations, Patient Education, HIPPA
Education
Monmouth University 2006 — 2010
Bachelor's degree, Marketing, 3.6
Dina DePasquale Dina DePasquale's Merrill Lynch Experience June 2010 - August 2010
Job Assistant Artwork Manager Packaging Operations at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. October 2014 - Present
The Estée Lauder Companies Inc. April 2013 - October 2014
Chubb Group of Insurance Companies December 2010 - April 2013
Merrill Lynch June 2010 - August 2010
Fleet Street Ltd. June 2009 - August 2009
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Insurance, Tax, Financial Accounting, General Ledger, Account Reconciliation, Microsoft Office, Internal Controls, Microsoft Word, Tax Preparation, Sarbanes-Oxley Act, Accounts Payable, Strategic Financial..., Corporate Tax, Lotus Notes, Sarbanes-Oxley, Strategic Public..., Public Relations, Visual Merchandising
Education
Monmouth University 2007 — 2011
Bachelor's degree, Finance and Management
The Estée Lauder Companies Inc. October 2014 - Present
The Estée Lauder Companies Inc. April 2013 - October 2014
Chubb Group of Insurance Companies December 2010 - April 2013
Merrill Lynch June 2010 - August 2010
Fleet Street Ltd. June 2009 - August 2009
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Insurance, Tax, Financial Accounting, General Ledger, Account Reconciliation, Microsoft Office, Internal Controls, Microsoft Word, Tax Preparation, Sarbanes-Oxley Act, Accounts Payable, Strategic Financial..., Corporate Tax, Lotus Notes, Sarbanes-Oxley, Strategic Public..., Public Relations, Visual Merchandising
Education
Monmouth University 2007 — 2011
Bachelor's degree, Finance and Management
Tom DeCarlo Tom DeCarlo's Merrill Lynch Experience October 1997 - March 1999
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2010 - July 2015
TABD Contact Center/ Operational Consulting January 2009 - December 2009
Unisource Worldwide January 2005 - December 2008
BISYS October 2001 - January 2005
Paytrust September 2000 - October 2001
Paytrust March 1999 - September 2000
Merrill Lynch October 1997 - March 1999
Merrill Lynch May 1997 - October 1997
Merrill Lynch February 1995 - April 1997
Skills
Leadership, Management, Call Center, Customer Satisfaction, Contact Centers, Vendor Management, Strategic Planning, Process Improvement, Risk Management, Operations Management, Team Building, Change Management, Financial Services, Executive Management, New Business Development, Customer Service, Program Management, Account Management, Project Management, Banking, Business Process..., Outsourcing, Team Leadership, Business Strategy, Relationship Management, Mergers, Salesforce.com, CRM, Business Development, Telephony, Performance Management, Disaster Recovery, Leadership Development, Call Centers, Business Analysis, Forecasting, Mergers & Acquisitions, Financial Analysis, Strategy, Start-ups, Cross-functional Team..., Training, Portfolio Management, Product Management, Analysis, Business Planning, Management Consulting, Analytics, IT Strategy, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Executive Education, Securities Industry Institute (SII)
Monmouth University 1990 — 1994
Morgan Stanley Wealth Management January 2010 - July 2015
TABD Contact Center/ Operational Consulting January 2009 - December 2009
Unisource Worldwide January 2005 - December 2008
BISYS October 2001 - January 2005
Paytrust September 2000 - October 2001
Paytrust March 1999 - September 2000
Merrill Lynch October 1997 - March 1999
Merrill Lynch May 1997 - October 1997
Merrill Lynch February 1995 - April 1997
Skills
Leadership, Management, Call Center, Customer Satisfaction, Contact Centers, Vendor Management, Strategic Planning, Process Improvement, Risk Management, Operations Management, Team Building, Change Management, Financial Services, Executive Management, New Business Development, Customer Service, Program Management, Account Management, Project Management, Banking, Business Process..., Outsourcing, Team Leadership, Business Strategy, Relationship Management, Mergers, Salesforce.com, CRM, Business Development, Telephony, Performance Management, Disaster Recovery, Leadership Development, Call Centers, Business Analysis, Forecasting, Mergers & Acquisitions, Financial Analysis, Strategy, Start-ups, Cross-functional Team..., Training, Portfolio Management, Product Management, Analysis, Business Planning, Management Consulting, Analytics, IT Strategy, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Executive Education, Securities Industry Institute (SII)
Monmouth University 1990 — 1994
Christopher Covello Christopher Covello's Merrill Lynch Experience December 2012 - Present
Job Financial Solutions Advisor, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Bank of America May 2011 - December 2012
Fameco Real Estate May 2010 - May 2011
Target June 2005 - May 2010
Skills
Investment Advisory, Retail Banking, Financial Guidance
Education
Monmouth University 2010 — 2011
Master of Business Administration (M.B.A.), Economics, 3.50
Monmouth University 2006 — 2010
Bachelor's Degree, Business/Managerial Economics, 3.81
Merrill Lynch December 2012 - Present
Bank of America May 2011 - December 2012
Fameco Real Estate May 2010 - May 2011
Target June 2005 - May 2010
Skills
Investment Advisory, Retail Banking, Financial Guidance
Education
Monmouth University 2010 — 2011
Master of Business Administration (M.B.A.), Economics, 3.50
Monmouth University 2006 — 2010
Bachelor's Degree, Business/Managerial Economics, 3.81
Deborah Finaldi Deborah Finaldi's Merrill Lynch Experience October 2002 - July 2005
Job Business Unit Controller at Essential Power, LLC
Industry Accounting
Experience
Essential Power, LLC April 2013 - Present
Siemens Energy September 2011 - September 2012
Tyco International May 2009 - July 2011
Tyco International July 2005 - April 2009
Merrill Lynch October 2002 - July 2005
Summit Bancorp 1989 - 2001
Skills
US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, CPA, Sarbanes-Oxley, Financial Reporting, Consolidation, Hyperion Enterprise
Education
Monmouth University
Bachelor of Science (Summa Cum Laude), Accounting
Essential Power, LLC April 2013 - Present
Siemens Energy September 2011 - September 2012
Tyco International May 2009 - July 2011
Tyco International July 2005 - April 2009
Merrill Lynch October 2002 - July 2005
Summit Bancorp 1989 - 2001
Skills
US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, CPA, Sarbanes-Oxley, Financial Reporting, Consolidation, Hyperion Enterprise
Education
Monmouth University
Bachelor of Science (Summa Cum Laude), Accounting
Harrison Moliver's Merrill Lynch Experience September 2012 - November 2012
Job MBA Candidate at Monmouth University
Industry Real Estate
Experience
Cushman & Wakefield June 2014 - February 2015
Sun National Bank July 2013 - November 2013
Merrill Lynch September 2012 - November 2012
Skills
Argus Modeling, hp12c financial..., Real Estate, Lease Negotiations, Financial Modeling, CoStar, RFP, Social Networking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Salesforce.com, Cold Calling, Social Media, Commercial Real Estate
Education
Monmouth University 2008 — 2013
Bachelor of Applied Science (BASc), Real Estate & Finance, 3.25 GPA
Mulroy School of Real Estate 2014 — 2014
Licensed Real Estate Professional
Monmouth University 2015 — 2017
Master of Business Administration (M.B.A.)
Cushman & Wakefield June 2014 - February 2015
Sun National Bank July 2013 - November 2013
Merrill Lynch September 2012 - November 2012
Skills
Argus Modeling, hp12c financial..., Real Estate, Lease Negotiations, Financial Modeling, CoStar, RFP, Social Networking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Salesforce.com, Cold Calling, Social Media, Commercial Real Estate
Education
Monmouth University 2008 — 2013
Bachelor of Applied Science (BASc), Real Estate & Finance, 3.25 GPA
Mulroy School of Real Estate 2014 — 2014
Licensed Real Estate Professional
Monmouth University 2015 — 2017
Master of Business Administration (M.B.A.)
Danielle Graham Lyons's Merrill Lynch Experience February 2010 - May 2013
Job Credit Suisse Private Banking
Industry Financial Services
Experience
Merrill Lynch February 2010 - May 2013
Credit Suisse August 2005 - February 2010
Matawan Aberdeen School District August 2003 - August 2005
LPL Finanical July 2000 - July 2004
Donaldson, Lufkin & Jenrette July 1997 - July 2000
Donaldson, Lufkin & Jenrette December 1991 - July 1997
Skills
Investments, Management, Finance, Trading, Leadership, Equities, Wealth Management, Asset Management, Fixed Income, Portfolio Management
Education
Monmouth University
Master of Education (MEd), Elementary Education and Teaching
Rumson Fair Haven Regional High School
Saint Mary's College
Bachelor of Arts (BA), Communication, General
Merrill Lynch February 2010 - May 2013
Credit Suisse August 2005 - February 2010
Matawan Aberdeen School District August 2003 - August 2005
LPL Finanical July 2000 - July 2004
Donaldson, Lufkin & Jenrette July 1997 - July 2000
Donaldson, Lufkin & Jenrette December 1991 - July 1997
Skills
Investments, Management, Finance, Trading, Leadership, Equities, Wealth Management, Asset Management, Fixed Income, Portfolio Management
Education
Monmouth University
Master of Education (MEd), Elementary Education and Teaching
Rumson Fair Haven Regional High School
Saint Mary's College
Bachelor of Arts (BA), Communication, General
Jason Thieme Jason Thieme's Merrill Lynch Experience May 2012 - June 2013
Job Financial Solutions Advisor Merrill Edge (IAT Team)
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
MetLife Solutions Group June 2013 - June 2014
Merrill Lynch May 2012 - June 2013
MetLife Bank March 2006 - March 2012
Equihome Mortgage March 2004 - December 2005
Skills
Wealth Management, Portfolio Management, Finance, Financial Risk, Loans, Credit, Mortgage Banking, Underwriting, Credit Analysis, Sales
Education
Monmouth University 1994 — 1999
BBA, Management and Finance
Merrill Edge June 2014 - Present
MetLife Solutions Group June 2013 - June 2014
Merrill Lynch May 2012 - June 2013
MetLife Bank March 2006 - March 2012
Equihome Mortgage March 2004 - December 2005
Skills
Wealth Management, Portfolio Management, Finance, Financial Risk, Loans, Credit, Mortgage Banking, Underwriting, Credit Analysis, Sales
Education
Monmouth University 1994 — 1999
BBA, Management and Finance
Anthony Schittina's Merrill Lynch Experience June 2007 - January 2008
Job PwC Advisory
Industry Financial Services
Experience
PwC December 2014 - Present
Capco February 2014 - November 2014
J.P. Morgan April 2013 - August 2013
HFIG Investments December 2009 - April 2013
JPMorgan Chase June 2009 - July 2010
Morgan Stanley February 2008 - May 2009
Merrill Lynch June 2007 - January 2008
Skills
Portfolio Management, Finance, Investment Banking, Analysis, Public Speaking, Private Equity, Valuation, Wealth Management, Fixed Income, Bloomberg, Credit, Strategy, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Mutual Funds, Equities, Asset Allocation, Securities, Management Consulting, Project Management, Business Strategy, Risk Management, Capital Markets, Financial Services, Asset Management, Due Diligence, Management, Banking, Financial Risk, Microsoft Excel, Business Analysis, Derivatives, Microsoft Office, Consulting, Strategic Planning, Internal Controls, Business Process...
Education
Monmouth University 2007 — 2011
B.S., Finance, 3.93
University of Delaware 2006 — 2006
Bachelor of Science, Finance
PwC December 2014 - Present
Capco February 2014 - November 2014
J.P. Morgan April 2013 - August 2013
HFIG Investments December 2009 - April 2013
JPMorgan Chase June 2009 - July 2010
Morgan Stanley February 2008 - May 2009
Merrill Lynch June 2007 - January 2008
Skills
Portfolio Management, Finance, Investment Banking, Analysis, Public Speaking, Private Equity, Valuation, Wealth Management, Fixed Income, Bloomberg, Credit, Strategy, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Mutual Funds, Equities, Asset Allocation, Securities, Management Consulting, Project Management, Business Strategy, Risk Management, Capital Markets, Financial Services, Asset Management, Due Diligence, Management, Banking, Financial Risk, Microsoft Excel, Business Analysis, Derivatives, Microsoft Office, Consulting, Strategic Planning, Internal Controls, Business Process...
Education
Monmouth University 2007 — 2011
B.S., Finance, 3.93
University of Delaware 2006 — 2006
Bachelor of Science, Finance
Dan Breau Dan Breau's Merrill Lynch Experience February 2008 - June 2008
Job Senior Financial Editor
Industry Financial Services
Experience
OPPENHEIMERFUNDS, INC 2012 - Present
Market Strategy & Communications June 2008 - May 2012
Pershing 2010 - 2011
Market Strategy & Communications 2008 - 2010
Market Strategy & Communications 2008 - 2010
Merrill Lynch February 2008 - June 2008
TIAA-CREF July 2007 - February 2008
Merrill Lynch March 2003 - May 2006
UBS July 2004 - March 2006
The Horah Group 1992 - 2003
Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting
Education
Monmouth University
B.A., Psychology
University of Illinois at Urbana-Champaign
M.A., English
OPPENHEIMERFUNDS, INC 2012 - Present
Market Strategy & Communications June 2008 - May 2012
Pershing 2010 - 2011
Market Strategy & Communications 2008 - 2010
Market Strategy & Communications 2008 - 2010
Merrill Lynch February 2008 - June 2008
TIAA-CREF July 2007 - February 2008
Merrill Lynch March 2003 - May 2006
UBS July 2004 - March 2006
The Horah Group 1992 - 2003
Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting
Education
Monmouth University
B.A., Psychology
University of Illinois at Urbana-Champaign
M.A., English
Edward Griffin's Merrill Lynch Experience January 1998 - January 2004
Job Healthy Personal Chef/Mobile Fitness Trainer
Industry Hospitality
Experience
Self Employed January 2003 - Present
Brownings Fitness April 2013 - September 2013
Millers/Pantigo Food Corp. May 2011 - September 2013
Mar-a-Lago October 2008 - December 2010
ULTIMA FITNESS DOWNTOWN March 2007 - March 2008
Merrill Lynch January 1998 - January 2004
Skills
On-camera Talent, Culinary Skills, Trail Running, Event Management, Sales, Chef, Front Office, Revenue Analysis, Real Estate, Hotels, Hotel Management, Hospitality Management, Finance, Restaurants, Food & Beverage, Wine, Restaurant Management, Food, Fitness, Event Planning, Time Management, Sports, Fitness Training, Personal Training, Public Speaking, Nutrition, Management, Social Media Marketing, Wellness, Social Media, Weight Training
Education
Monmouth University 1990 — 1995
BA, Communication
Monmouth University
BA, Communication, Journalism, and Related Programs
Christian Brothers Academy 1986 — 1989
College prep, What everyone studies in high school!
Markham place grammar school 1983 — 1985
Pass, High school prep
Self Employed January 2003 - Present
Brownings Fitness April 2013 - September 2013
Millers/Pantigo Food Corp. May 2011 - September 2013
Mar-a-Lago October 2008 - December 2010
ULTIMA FITNESS DOWNTOWN March 2007 - March 2008
Merrill Lynch January 1998 - January 2004
Skills
On-camera Talent, Culinary Skills, Trail Running, Event Management, Sales, Chef, Front Office, Revenue Analysis, Real Estate, Hotels, Hotel Management, Hospitality Management, Finance, Restaurants, Food & Beverage, Wine, Restaurant Management, Food, Fitness, Event Planning, Time Management, Sports, Fitness Training, Personal Training, Public Speaking, Nutrition, Management, Social Media Marketing, Wellness, Social Media, Weight Training
Education
Monmouth University 1990 — 1995
BA, Communication
Monmouth University
BA, Communication, Journalism, and Related Programs
Christian Brothers Academy 1986 — 1989
College prep, What everyone studies in high school!
Markham place grammar school 1983 — 1985
Pass, High school prep
Steve DeCarlo Steve DeCarlo's Merrill Lynch Experience November 2013 - Present
Job Preferred Transition Specialist at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch November 2013 - Present
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Sales, Research, Business Development, Logical Thinker, Series 7, Series 66, Investment Advisory, Investment Strategies, Data Analysis, Customer Service
Education
Monmouth University 2008 — 2012
Bachelor of Science (BS), Economics
Monmouth University 2008 — 2012
Merrill Lynch November 2013 - Present
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Sales, Research, Business Development, Logical Thinker, Series 7, Series 66, Investment Advisory, Investment Strategies, Data Analysis, Customer Service
Education
Monmouth University 2008 — 2012
Bachelor of Science (BS), Economics
Monmouth University 2008 — 2012
Kyle Breese Kyle Breese's Merrill Lynch Experience July 2014 - Present
Job Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch December 2011 - July 2014
Merrill Edge April 2011 - February 2012
Lynx Capital Traders September 2010 - January 2011
Skills
Microsoft Office, Financial Analysis
Education
Monmouth University 2006 — 2010
Finance, Information Technology
Merrill Lynch July 2014 - Present
Merrill Lynch December 2011 - July 2014
Merrill Edge April 2011 - February 2012
Lynx Capital Traders September 2010 - January 2011
Skills
Microsoft Office, Financial Analysis
Education
Monmouth University 2006 — 2010
Finance, Information Technology
Althea Frye Althea Frye's Merrill Lynch Experience May 2002 - January 2003
Job Executive Legal Assistant at American Nurses Association
Industry Executive Office
Experience
American Nurses Association February 2013 - Present
Merging Administrative Solutions, Inc. February 2010 - Present
McKean Defense Group July 2011 - February 2013
Stratos Global Corporation December 2003 - April 2009
First Management Group, Inc. March 2003 - December 2003
Merrill Lynch May 2002 - January 2003
A.T. Kearney, Inc. November 1997 - February 2002
Skills
Training, Administrative..., Program Management, FrontPage, Microsoft Office
Education
University of Maryland University College 2007 — 2010
Paralegal Certificate, Undergraduate Paralegal Studies
Monroe College 1984 — 1986
Secretarial Science & Principal of Accounting
American Nurses Association February 2013 - Present
Merging Administrative Solutions, Inc. February 2010 - Present
McKean Defense Group July 2011 - February 2013
Stratos Global Corporation December 2003 - April 2009
First Management Group, Inc. March 2003 - December 2003
Merrill Lynch May 2002 - January 2003
A.T. Kearney, Inc. November 1997 - February 2002
Skills
Training, Administrative..., Program Management, FrontPage, Microsoft Office
Education
University of Maryland University College 2007 — 2010
Paralegal Certificate, Undergraduate Paralegal Studies
Monroe College 1984 — 1986
Secretarial Science & Principal of Accounting
John McLoughlin John McLoughlin's Merrill Lynch Experience 2004 - 2006
Job Regional Vice President External Wholesaler at SmartTrust®
Industry Financial Services
Experience
SmartTrust® January 2013 - Present
OppenheimerFunds Inc July 2008 - January 2013
J.W. Seligman 2007 - 2008
Seligman Advisors Inc, c/o J&W Seligman & Co. 2007 - 2008
UBS 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, Alternative Investments, Asset Allocation, 401k
Education
Monmouth University 1998 — 2001
B.S., Business/Finance
SmartTrust® January 2013 - Present
OppenheimerFunds Inc July 2008 - January 2013
J.W. Seligman 2007 - 2008
Seligman Advisors Inc, c/o J&W Seligman & Co. 2007 - 2008
UBS 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2004 - 2006
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, Alternative Investments, Asset Allocation, 401k
Education
Monmouth University 1998 — 2001
B.S., Business/Finance
Roy LaBue Roy LaBue's Merrill Lynch Experience December 2005 - March 2006
Job Director at Morgan Stanley
Industry Human Resources
Experience
CKO Kickboxing June 2012 - Present
Morgan Stanley April 2006 - Present
Merrill Lynch December 2005 - March 2006
Merrill Lynch October 2004 - December 2005
Merrill Lynch January 2003 - October 2004
Registrar & Transfer Company June 2002 - November 2002
Datek Online September 2000 - June 2001
Datek Online November 1999 - September 2000
Skills
Financial Reporting, Customer Relations, Customer Service, Kickboxing, Personal Training, NASM, Restricted Stock, Deferred Compensation, Transfer Agency, Accounting, Trading, Options, Equities, Fixed Income, Securities, Finance, Sales, Vendor Management, Financial Services, Leadership, Asset Management, Investments, Management
Education
Monmouth University 1995 — 1999
BA, History
CKO Kickboxing June 2012 - Present
Morgan Stanley April 2006 - Present
Merrill Lynch December 2005 - March 2006
Merrill Lynch October 2004 - December 2005
Merrill Lynch January 2003 - October 2004
Registrar & Transfer Company June 2002 - November 2002
Datek Online September 2000 - June 2001
Datek Online November 1999 - September 2000
Skills
Financial Reporting, Customer Relations, Customer Service, Kickboxing, Personal Training, NASM, Restricted Stock, Deferred Compensation, Transfer Agency, Accounting, Trading, Options, Equities, Fixed Income, Securities, Finance, Sales, Vendor Management, Financial Services, Leadership, Asset Management, Investments, Management
Education
Monmouth University 1995 — 1999
BA, History
Quiana Martin Quiana Martin's Merrill Lynch Experience November 2003 - June 2006
Job
Industry Banking
Experience
Deutsche Bank June 2015 - Present
Thomson Reuters, Tax and Accounting, Government March 2014 - May 2015
Scivantage March 2011 - March 2014
E-Trade Financial June 2007 - March 2011
Merrill Lynch November 2003 - June 2006
Skills
Business Analysis, Software Project..., Requirements Gathering, SDLC, Requirements Analysis, SharePoint, PMP, Business Requirements, Process Improvement, Project Management, MS Project, IT Management, Change Management
Education
Monmouth University 1994 — 1998
Bachelor of Arts (B.A.)
Deutsche Bank June 2015 - Present
Thomson Reuters, Tax and Accounting, Government March 2014 - May 2015
Scivantage March 2011 - March 2014
E-Trade Financial June 2007 - March 2011
Merrill Lynch November 2003 - June 2006
Skills
Business Analysis, Software Project..., Requirements Gathering, SDLC, Requirements Analysis, SharePoint, PMP, Business Requirements, Process Improvement, Project Management, MS Project, IT Management, Change Management
Education
Monmouth University 1994 — 1998
Bachelor of Arts (B.A.)
Kevin McGraner's Merrill Lynch Experience May 2010 - August 2010
Job Sales Representative/Project Manager at East Coast Power Systems
Industry Electrical/Electronic Manufacturing
Experience
East Coast Power Systems December 2014 - Present
MBS Highway February 2014 - December 2014
BNY Mellon June 2011 - February 2014
Merrill Lynch May 2010 - August 2010
Skills
Sales, Financial Analysis, Social Media, Business Analysis, Business Strategy, Business Communications, Direct Sales, Cold Calling, Sales Presentations, Market Analysis, Project Management, Switchgear, Critical Power Equipment, Panelboards, Metal Fabrication, CT Cabinets, Circuit Breakers
Education
Monmouth University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Regents American College 2009 — 2009
Bachelor of Business Administration (B.B.A.)
St. John Vianney Regional H.S 2003 — 2007
East Coast Power Systems December 2014 - Present
MBS Highway February 2014 - December 2014
BNY Mellon June 2011 - February 2014
Merrill Lynch May 2010 - August 2010
Skills
Sales, Financial Analysis, Social Media, Business Analysis, Business Strategy, Business Communications, Direct Sales, Cold Calling, Sales Presentations, Market Analysis, Project Management, Switchgear, Critical Power Equipment, Panelboards, Metal Fabrication, CT Cabinets, Circuit Breakers
Education
Monmouth University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Regents American College 2009 — 2009
Bachelor of Business Administration (B.B.A.)
St. John Vianney Regional H.S 2003 — 2007
Christopher Carratello Christopher Carratello's Merrill Lynch Experience December 2012 — 07/01/2017
Job Financial Adviser
Industry Financial Services
Experience
Merrill Lynch December 2012 — 07/01/2017
National Health Benefits Group, Inc January 2008 — April 2012
Endeavor Consulting Group, LLC November 2011 — February 2012
Foresters Financial Services, Inc. 08/10/2017 — Present
Skills
Hold Series 7, Hold Series 66, Life Insurance, Finance, Music, Music Theory, Guitarist, Songwriting, Microsoft Excel, Praxis II for Music..., Piano, Singing
Education
Monmouth University 2003 — 2009
B.A., Music
Ocean County College 1999 — 2003
A.A., Liberal Arts
Jackson Memorial 1995 — 1999
General Education
Merrill Lynch December 2012 — 07/01/2017
National Health Benefits Group, Inc January 2008 — April 2012
Endeavor Consulting Group, LLC November 2011 — February 2012
Foresters Financial Services, Inc. 08/10/2017 — Present
Skills
Hold Series 7, Hold Series 66, Life Insurance, Finance, Music, Music Theory, Guitarist, Songwriting, Microsoft Excel, Praxis II for Music..., Piano, Singing
Education
Monmouth University 2003 — 2009
B.A., Music
Ocean County College 1999 — 2003
A.A., Liberal Arts
Jackson Memorial 1995 — 1999
General Education
Cynthia Leclerc's Merrill Lynch Experience 1996 — 1999
Job
Industry Telecommunications
Experience
Vencore Labs, Inc. 2014 — Present
Telcordia Technologies 1999 — 2014
Merrill Lynch 1996 — 1999
Jennings Renzulli CPA 1992 — 1996
Education
Monmouth University 1988 — 1992
B.S - Business Administration/Accounting
Vencore Labs, Inc. 2014 — Present
Telcordia Technologies 1999 — 2014
Merrill Lynch 1996 — 1999
Jennings Renzulli CPA 1992 — 1996
Education
Monmouth University 1988 — 1992
B.S - Business Administration/Accounting
Maureen (Buckley) Marshall's Merrill Lynch Experience January 1985 - December 1988
Job HR Director
Industry Information Technology and Services
Experience
McGraw Hill Financial December 2003 - Present
Cisco Systems August 2000 - November 2003
Prudential Financial November 1996 - September 2000
Andersen Business Consulting May 1994 - October 1996
Milbank, Tweed, Hadley & McCloy LLP January 1988 - April 1994
Merrill Lynch January 1985 - December 1988
Education
New York University 1992 — 1996
Master of Arts (M.A.), Organizational Development
Monmouth University 1975 — 1979
Bachelor of Science (BS), Business Administration & Psychology
McGraw Hill Financial December 2003 - Present
Cisco Systems August 2000 - November 2003
Prudential Financial November 1996 - September 2000
Andersen Business Consulting May 1994 - October 1996
Milbank, Tweed, Hadley & McCloy LLP January 1988 - April 1994
Merrill Lynch January 1985 - December 1988
Education
New York University 1992 — 1996
Master of Arts (M.A.), Organizational Development
Monmouth University 1975 — 1979
Bachelor of Science (BS), Business Administration & Psychology
Robert Conklin's Merrill Lynch Experience March 2008 - Present
Job
Industry Investment Banking
Experience
Merrill Lynch March 2008 - Present
Morgan Stanley April 2006 - March 2008
Goldman Sachs June 2004 - April 2006
Morgan Stanley October 1999 - June 2004
IntegraSolv 1998 - 1999
DLJDirect 1996 - 1998
Skills
Trading Systems, Fixed Income, Interest Rate..., Risk Management, Unix
Education
Monmouth University 1992 — 1995
MS
Rutgers University-New Brunswick 1984 — 1989
Merrill Lynch March 2008 - Present
Morgan Stanley April 2006 - March 2008
Goldman Sachs June 2004 - April 2006
Morgan Stanley October 1999 - June 2004
IntegraSolv 1998 - 1999
DLJDirect 1996 - 1998
Skills
Trading Systems, Fixed Income, Interest Rate..., Risk Management, Unix
Education
Monmouth University 1992 — 1995
MS
Rutgers University-New Brunswick 1984 — 1989
Shavi Gupta's Merrill Lynch Experience October 2007 - January 2009
Job CFO at INPENSA
Industry Information Technology and Services
Experience
INPENSA January 2015 - Present
Alcatel-Lucent January 2009 - December 2014
Merrill Lynch October 2007 - January 2009
Merrill Lynch December 2005 - September 2007
Citigroup June 2004 - November 2005
Time Warner June 2002 - May 2004
CommVault September 1999 - May 2002
Skills
Trading Systems, Risk Management, Financial Analysis, Business Analysis, Financial Modeling, Financial Risk, Equities, Start-ups, Program Management, Leadership, Financial Reporting, Vendor Management, Finance, Strategy, Analysis, Strategic Planning, Portfolio Management, Management, Analytics, Banking, Mergers & Acquisitions, Financial Services, Forecasting, Business Process..., Valuation, Cross-functional Team..., Outsourcing, Management Consulting, Competitive Analysis, Business Development, Business Strategy, Cross-functional...
Education
Monmouth University
Bachelor's Degree, Finance & Computer Science, Magna Cum Laude
Rutgers, The State University of New Jersey-New Brunswick
MBA, Finance & Strategy
INPENSA January 2015 - Present
Alcatel-Lucent January 2009 - December 2014
Merrill Lynch October 2007 - January 2009
Merrill Lynch December 2005 - September 2007
Citigroup June 2004 - November 2005
Time Warner June 2002 - May 2004
CommVault September 1999 - May 2002
Skills
Trading Systems, Risk Management, Financial Analysis, Business Analysis, Financial Modeling, Financial Risk, Equities, Start-ups, Program Management, Leadership, Financial Reporting, Vendor Management, Finance, Strategy, Analysis, Strategic Planning, Portfolio Management, Management, Analytics, Banking, Mergers & Acquisitions, Financial Services, Forecasting, Business Process..., Valuation, Cross-functional Team..., Outsourcing, Management Consulting, Competitive Analysis, Business Development, Business Strategy, Cross-functional...
Education
Monmouth University
Bachelor's Degree, Finance & Computer Science, Magna Cum Laude
Rutgers, The State University of New Jersey-New Brunswick
MBA, Finance & Strategy
Rich Orleck's Merrill Lynch Experience
Job High Net Worth Lending, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Wealth Management, Fixed Income, Series 63, Investments, Mutual Funds, Derivatives, Alternative Investments
Education
Monmouth University 1997 — 2001
Merrill Lynch
Skills
Wealth Management, Fixed Income, Series 63, Investments, Mutual Funds, Derivatives, Alternative Investments
Education
Monmouth University 1997 — 2001
Evan Breslow's Merrill Lynch Experience July 2001 - November 2003
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers November 2003 - October 2006
Merrill Lynch July 2001 - November 2003
Merrill Lynch May 1999 - June 2001
Riverview Medical Center May 1998 - August 1998
Skills
Series 7, Series 66, Separately Managed..., Security APL, Portfolio Management, Unified Managed Accounts
Education
Monmouth University 2003 — 2006
MBA, Business Administration and Management, General
Penn State University 1995 — 1999
B.S., Health Policy and Administration
BlackRock October 2006 - Present
Merrill Lynch Investment Managers November 2003 - October 2006
Merrill Lynch July 2001 - November 2003
Merrill Lynch May 1999 - June 2001
Riverview Medical Center May 1998 - August 1998
Skills
Series 7, Series 66, Separately Managed..., Security APL, Portfolio Management, Unified Managed Accounts
Education
Monmouth University 2003 — 2006
MBA, Business Administration and Management, General
Penn State University 1995 — 1999
B.S., Health Policy and Administration
Michael W. Johnston's Merrill Lynch Experience September 2003 - December 2003
Job Project Manager at US Ceiling Corp.
Industry Construction
Experience
US Ceiling Corp. October 2014 - Present
Maxam Athletic Co. May 2007 - October 2014
The Dream Group August 2006 - May 2007
Self-employed October 2005 - May 2007
Maxam Athletic Co. February 2004 - March 2005
Construction Specialties of Rochester Inc. March 2000 - February 2004
Merrill Lynch September 2003 - December 2003
Wegmans July 1997 - July 2000
Skills
Microsoft Office, Customer Service, Strategic Planning, Team Building, Process Improvement, Sales, Operations Management, Project Management, Sales Management, On-Screen Takeoff, Planswift, Adobe Creative Suite, Construction
Education
Saint John Fisher College 2002 — 2003
BS
Monroe Community College 2000 — 2001
AS
US Ceiling Corp. October 2014 - Present
Maxam Athletic Co. May 2007 - October 2014
The Dream Group August 2006 - May 2007
Self-employed October 2005 - May 2007
Maxam Athletic Co. February 2004 - March 2005
Construction Specialties of Rochester Inc. March 2000 - February 2004
Merrill Lynch September 2003 - December 2003
Wegmans July 1997 - July 2000
Skills
Microsoft Office, Customer Service, Strategic Planning, Team Building, Process Improvement, Sales, Operations Management, Project Management, Sales Management, On-Screen Takeoff, Planswift, Adobe Creative Suite, Construction
Education
Saint John Fisher College 2002 — 2003
BS
Monroe Community College 2000 — 2001
AS
Amit Panchal's Merrill Lynch Experience May 2003 - January 2009
Job CitiGlobal Compliance/AML Audit group
Industry Financial Services
Experience
Citi September 2015 - Present
JPMorgan Chase April 2013 - Present
Bank of New York-Pershing June 2012 - March 2013
Bank of New York Mellon May 2009 - June 2012
Merrill Lynch May 2003 - January 2009
Merrill Lynch 2004 - 2009
Merrill Lynch 1996 - 1997
Skills
Banking, AML, Risk Assessment, Capital Markets, Equities, Financial Services, Accounting, Due Diligence, Corporate Governance
Education
Monmouth University
Master of Business Administration (MBA), Finance
The College of New Jersey
Bachelor of Arts (B.A.), Political Science and Government
Citi September 2015 - Present
JPMorgan Chase April 2013 - Present
Bank of New York-Pershing June 2012 - March 2013
Bank of New York Mellon May 2009 - June 2012
Merrill Lynch May 2003 - January 2009
Merrill Lynch 2004 - 2009
Merrill Lynch 1996 - 1997
Skills
Banking, AML, Risk Assessment, Capital Markets, Equities, Financial Services, Accounting, Due Diligence, Corporate Governance
Education
Monmouth University
Master of Business Administration (MBA), Finance
The College of New Jersey
Bachelor of Arts (B.A.), Political Science and Government
Gregg Doyle's Merrill Lynch Experience September 1996 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1996 - Present
Skills
Equities, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Retirement, Certified Financial..., Securities, Investment Advisory, Financial Planning
Education
Monmouth University 1987 — 1991
Merrill Lynch September 1996 - Present
Skills
Equities, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Retirement, Certified Financial..., Securities, Investment Advisory, Financial Planning
Education
Monmouth University 1987 — 1991
Duane Kinghorn's Merrill Lynch Experience November 1984 - August 2008
Job Citi Banking and Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management October 2009 - Present
Morgan Stanley Smith Barney August 2008 - October 2009
Merrill Lynch November 1984 - August 2008
Education
Monmouth University 1988 — 1991
MBA, Managment/Economics
Rowan University 1979 — 1983
Bachelors
Citi Personal Wealth Management October 2009 - Present
Morgan Stanley Smith Barney August 2008 - October 2009
Merrill Lynch November 1984 - August 2008
Education
Monmouth University 1988 — 1991
MBA, Managment/Economics
Rowan University 1979 — 1983
Bachelors
Al Lewis's Merrill Lynch Experience January 1996 - 2008
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America January 2008 - Present
Merrill Lynch January 1996 - 2008
CommVault 1992 - 1995
Lucent Technologies 1984 - 1995
At&T Bell labs 1984 - 1995
Skills
Disaster Recovery, Vendor Management, SDLC, Enterprise Architecture, IT Strategy, Management, Leadership, Integration, Business Analysis, IT Management
Education
Monmouth University
Bank of America January 2008 - Present
Merrill Lynch January 1996 - 2008
CommVault 1992 - 1995
Lucent Technologies 1984 - 1995
At&T Bell labs 1984 - 1995
Skills
Disaster Recovery, Vendor Management, SDLC, Enterprise Architecture, IT Strategy, Management, Leadership, Integration, Business Analysis, IT Management
Education
Monmouth University
Raymond Tenpenny's Merrill Lynch Experience February 2007 - December 2011
Job Regional Sales Executive at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch February 2007 - December 2011
Merrill Lynch January 2004 - January 2007
Merrill Lynch January 2002 - January 2004
Skills
S7, S66, S9, S10, Credit, Investments, Fixed Income, Equity Trading, Options
Education
Monmouth University
Economics
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch December 2011 - Present
Merrill Lynch February 2007 - December 2011
Merrill Lynch January 2004 - January 2007
Merrill Lynch January 2002 - January 2004
Skills
S7, S66, S9, S10, Credit, Investments, Fixed Income, Equity Trading, Options
Education
Monmouth University
Economics
Karen Ann Feeney's Merrill Lynch Experience May 1995 - September 2005
Job Regional Director at IndexIQ
Industry Financial Services
Experience
IndexIQ August 2013 - Present
Dearborn Capital Management January 2012 - July 2013
Kenmar October 2008 - January 2012
UBS September 2005 - October 2007
Merrill Lynch May 1995 - September 2005
Skills
Alternative Investments, Hedge Funds, Series 7, Fixed Income, Wealth Management, Equities, Asset Management, Investment Advisory, Retirement Planning, Asset Allocation, Investments, Private Equity, Separately Managed..., Structured Products, Managed Accounts, Mutual Funds, Financial Planning, Fund Of Funds, Investor Relations, Customer Relations, Series 63, Series 3, Bonds, Financial Markets, Commodities, Cash Management
Education
Monmouth University
MBA, Finance
Susquehanna University
BM Piano Performance, Business Minor, Music, Business
IndexIQ August 2013 - Present
Dearborn Capital Management January 2012 - July 2013
Kenmar October 2008 - January 2012
UBS September 2005 - October 2007
Merrill Lynch May 1995 - September 2005
Skills
Alternative Investments, Hedge Funds, Series 7, Fixed Income, Wealth Management, Equities, Asset Management, Investment Advisory, Retirement Planning, Asset Allocation, Investments, Private Equity, Separately Managed..., Structured Products, Managed Accounts, Mutual Funds, Financial Planning, Fund Of Funds, Investor Relations, Customer Relations, Series 63, Series 3, Bonds, Financial Markets, Commodities, Cash Management
Education
Monmouth University
MBA, Finance
Susquehanna University
BM Piano Performance, Business Minor, Music, Business
Edward P. Miner, MBA's Merrill Lynch Experience April 1990 - December 2001
Job Director, Client Services at Fiserv
Industry Financial Services
Experience
Fiserv November 2009 - Present
Assent LLC August 2008 - November 2009
UBS Wealth Management December 2001 - January 2008
UBS Financial Services, Inc. 2002 - 2008
Merrill Lynch April 1990 - December 2001
Dean Witter Reynolds 1988 - 1989
Charles Schwab 1985 - 1988
Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management
Education
Monmouth University 1993 — 1995
MBA, Accounting
Rider University 1985 — 1988
B.S., Finance
Franklin High School, Franklin Twp NJ
Fiserv November 2009 - Present
Assent LLC August 2008 - November 2009
UBS Wealth Management December 2001 - January 2008
UBS Financial Services, Inc. 2002 - 2008
Merrill Lynch April 1990 - December 2001
Dean Witter Reynolds 1988 - 1989
Charles Schwab 1985 - 1988
Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management
Education
Monmouth University 1993 — 1995
MBA, Accounting
Rider University 1985 — 1988
B.S., Finance
Franklin High School, Franklin Twp NJ
Brian Laux's Merrill Lynch Experience 1985 - 1986
Job Portfolio Consultant at INVESCO PowerShares
Industry Financial Services
Experience
Invesco PowerShares June 2009 - Present
Russell Investments January 2004 - May 2009
Van Kampen Investments 1997 - 2001
Glickenhaus & Co. Inc. 1991 - 1997
Merrill Lynch 1985 - 1986
Merrill Lynch 1985 - 1986
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Wealth Management, Investment Advisory, Separately Managed..., Series 65, Asset Management, Investment Management, Series 24, Retirement Planning
Education
Monmouth University 2004 — 2012
Masters, Education
Union College 1981 — 1985
BA, Economics
St. Agnes Cathedral High School 1977 — 1981
St. Agnes Cathedral School 1969 — 1977
Invesco PowerShares June 2009 - Present
Russell Investments January 2004 - May 2009
Van Kampen Investments 1997 - 2001
Glickenhaus & Co. Inc. 1991 - 1997
Merrill Lynch 1985 - 1986
Merrill Lynch 1985 - 1986
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Wealth Management, Investment Advisory, Separately Managed..., Series 65, Asset Management, Investment Management, Series 24, Retirement Planning
Education
Monmouth University 2004 — 2012
Masters, Education
Union College 1981 — 1985
BA, Economics
St. Agnes Cathedral High School 1977 — 1981
St. Agnes Cathedral School 1969 — 1977
Jatinder Mahal's Merrill Lynch Experience January 2003 - September 2004
Job analyst at UB Group
Industry Computer Software
Experience
Citi Bank/Stonewain Systems October 2012 - Present
Citi Bank/Stonewain Systems, NY/NJ October 2012 - Present
DOITT March 2012 - October 2012
Ambac Assurance Corporation January 2011 - March 2012
GE Aviation, NJ February 2008 - January 2011
United Bank of Switzerland (UBS), NJ December 2006 - February 2008
Sun Investments Solutions, Inc October 2004 - November 2006
Merrill Lynch January 2003 - September 2004
SG Cowen March 1998 - November 2002
Chase Manhattan Bank November 1995 - February 1998
Skills
Data Warehousing, ETL, SSIS, Databases, Oracle, SQL, Data Modeling, SSRS, Microsoft SQL Server, Crystal Reports
Education
Guru Nanak University
Post Graduate Diploma, Computer Applications
Guru Nanak University
MA, Economics; Math
Monmouth University
MBA, Information Systems
Citi Bank/Stonewain Systems October 2012 - Present
Citi Bank/Stonewain Systems, NY/NJ October 2012 - Present
DOITT March 2012 - October 2012
Ambac Assurance Corporation January 2011 - March 2012
GE Aviation, NJ February 2008 - January 2011
United Bank of Switzerland (UBS), NJ December 2006 - February 2008
Sun Investments Solutions, Inc October 2004 - November 2006
Merrill Lynch January 2003 - September 2004
SG Cowen March 1998 - November 2002
Chase Manhattan Bank November 1995 - February 1998
Skills
Data Warehousing, ETL, SSIS, Databases, Oracle, SQL, Data Modeling, SSRS, Microsoft SQL Server, Crystal Reports
Education
Guru Nanak University
Post Graduate Diploma, Computer Applications
Guru Nanak University
MA, Economics; Math
Monmouth University
MBA, Information Systems
Avnish Jain's Merrill Lynch Experience November 2009 - Present
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch November 2009 - Present
Merrill Lynch January 2008 - November 2009
IRIS Software Inc. 2008 - 2009
Satyam 2006 - 2008
BB&T July 2003 - December 2006
Standard and Poor 1998 - 2000
Skills
Data Governance, Data Warehousing, SDLC, Data Modeling, Business Intelligence, Enterprise Architecture, SOA, Database Design, Data Integration, Master Data Management, IT Strategy, ETL, Oracle, Sybase, Enterprise Software, Integration, Software Project..., Requirements Gathering, Informatica, Requirements Analysis, Business Analysis, Agile Methodologies, Business Requirements, Agile Project Management, Application Architecture
Education
Monmouth University 1991 — 1993
Master's of Computer Science, Computer Science
SDM college of Engg & Tech
SDM college of Engg & Tech
SDM college of Engg & Tech
Merrill Lynch November 2009 - Present
Merrill Lynch January 2008 - November 2009
IRIS Software Inc. 2008 - 2009
Satyam 2006 - 2008
BB&T July 2003 - December 2006
Standard and Poor 1998 - 2000
Skills
Data Governance, Data Warehousing, SDLC, Data Modeling, Business Intelligence, Enterprise Architecture, SOA, Database Design, Data Integration, Master Data Management, IT Strategy, ETL, Oracle, Sybase, Enterprise Software, Integration, Software Project..., Requirements Gathering, Informatica, Requirements Analysis, Business Analysis, Agile Methodologies, Business Requirements, Agile Project Management, Application Architecture
Education
Monmouth University 1991 — 1993
Master's of Computer Science, Computer Science
SDM college of Engg & Tech
SDM college of Engg & Tech
SDM college of Engg & Tech
Paul Cahill's Merrill Lynch Experience 1989 - 1995
Job Head of Product Management Institutional Solutions
Industry Financial Services
Experience
BNP Paribas November 2007 - Present
US Bank October 1995 - November 2007
Wachovia 1995 - 2007
Wachovia Bank 1995 - 2007
Merrill Lynch 1989 - 1995
Prudential Bache Securities 1983 - 1985
Education
Monmouth University 1982 — 1987
MBA, Finance
BNP Paribas November 2007 - Present
US Bank October 1995 - November 2007
Wachovia 1995 - 2007
Wachovia Bank 1995 - 2007
Merrill Lynch 1989 - 1995
Prudential Bache Securities 1983 - 1985
Education
Monmouth University 1982 — 1987
MBA, Finance
Christina Valente Haddock's Merrill Lynch Experience February 2008 - January 2009
Job Magic Creator at AAA
Industry Financial Services
Experience
AAA March 2014 - Present
Merrill Lynch February 2008 - January 2009
Merrill Lynch January 2006 - February 2008
Merrill Lynch September 2004 - January 2006
Merrill Lynch June 1998 - September 2004
Education
Monmouth University
M.B.A., Business Administration
Monmouth University 1995 — 1998
B.S., Business Administration
AAA March 2014 - Present
Merrill Lynch February 2008 - January 2009
Merrill Lynch January 2006 - February 2008
Merrill Lynch September 2004 - January 2006
Merrill Lynch June 1998 - September 2004
Education
Monmouth University
M.B.A., Business Administration
Monmouth University 1995 — 1998
B.S., Business Administration
Randall Hughes's Merrill Lynch Experience January 1987 - February 1992
Job Senior Vice President at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2012 - Present
Oppenheimer & Co. February 2012 - July 2012
WJB Capital Grp October 2007 - January 2012
Jefferies & Company July 2005 - June 2007
Credit Suisse May 2004 - June 2005
UBS Investment Bank December 1998 - April 2004
Salomon Smith Barney, Citigroup February 1992 - October 1998
Merrill Lynch January 1987 - February 1992
Skills
Options, Finance, Hedge Funds, Sales, Series 7, Capital Markets, Derivatives, Equities, Financial Modeling, Trading, Valuation
Education
Monmouth University
BS, Business
Susquehanna University
Wedbush Securities August 2012 - Present
Oppenheimer & Co. February 2012 - July 2012
WJB Capital Grp October 2007 - January 2012
Jefferies & Company July 2005 - June 2007
Credit Suisse May 2004 - June 2005
UBS Investment Bank December 1998 - April 2004
Salomon Smith Barney, Citigroup February 1992 - October 1998
Merrill Lynch January 1987 - February 1992
Skills
Options, Finance, Hedge Funds, Sales, Series 7, Capital Markets, Derivatives, Equities, Financial Modeling, Trading, Valuation
Education
Monmouth University
BS, Business
Susquehanna University
Kristen Hermida's Merrill Lynch Experience August 1998 - August 1999
Job Teacher at Wake County Public Schools
Industry Education Management
Experience
Wake County Public Schools August 2005 - Present
Bridgewater-Raritan School District September 2003 - June 2005
Merrill Lynch August 1998 - August 1999
Skills
Classroom Management, Lesson Planning, Special Education, Educational Leadership, Curriculum Development, Teacher Training, Curriculum Design, Tutoring
Education
Monmouth University 2000 — 2002
MA, Education
Rutgers University-New Brunswick 1993 — 1998
BA, Sociology
Wake County Public Schools August 2005 - Present
Bridgewater-Raritan School District September 2003 - June 2005
Merrill Lynch August 1998 - August 1999
Skills
Classroom Management, Lesson Planning, Special Education, Educational Leadership, Curriculum Development, Teacher Training, Curriculum Design, Tutoring
Education
Monmouth University 2000 — 2002
MA, Education
Rutgers University-New Brunswick 1993 — 1998
BA, Sociology
Richard Irace's Merrill Lynch Experience April 1994 - Present
Job Managing Director at Merrill Lynch Head of Institutional and Business Retirement Products
Industry Financial Services
Experience
Merrill Lynch April 1994 - Present
Bankers Trust May 1989 - February 1994
Skills
Investments, Financial Services, Mutual Funds, Management, Series 7, Retirement, Wealth Management, Equities, Retirement Planning
Education
Monmouth University 1985 — 1989
BS, Marketing
Merrill Lynch April 1994 - Present
Bankers Trust May 1989 - February 1994
Skills
Investments, Financial Services, Mutual Funds, Management, Series 7, Retirement, Wealth Management, Equities, Retirement Planning
Education
Monmouth University 1985 — 1989
BS, Marketing
Alex J. Lauffer's Merrill Lynch Experience February 1992 - April 2004
Job Senior Solutions Architect at Tata Consultancy Services
Industry Insurance
Experience
Tata Consultancy Services May 2014 - Present
Atos May 2013 - August 2013
MetLife April 2007 - March 2013
Merrill Lynch February 1992 - April 2004
Prudential Financial 1991 - 1993
Prudential Financial 1990 - 1993
Prudential Financial 1990 - 1993
Skills
IT Strategy, Cloud Computing, Strategy, Enterprise Software, Integration, Management, Enterprise Architecture, Project Management
Education
Monmouth University
Masters, MBA
Nicholls State University
B.S., Computer Science
Tata Consultancy Services May 2014 - Present
Atos May 2013 - August 2013
MetLife April 2007 - March 2013
Merrill Lynch February 1992 - April 2004
Prudential Financial 1991 - 1993
Prudential Financial 1990 - 1993
Prudential Financial 1990 - 1993
Skills
IT Strategy, Cloud Computing, Strategy, Enterprise Software, Integration, Management, Enterprise Architecture, Project Management
Education
Monmouth University
Masters, MBA
Nicholls State University
B.S., Computer Science
Bill McManus's Merrill Lynch Experience 1983 - 2008
Job GMP Securities LLC
Industry Investment Banking
Experience
GMP Securities LLC March 2009 - Present
Merrill Lynch 1983 - 2008
Education
Monmouth University 1976 — 1980
BA, Business Admin/Economics
GMP Securities LLC March 2009 - Present
Merrill Lynch 1983 - 2008
Education
Monmouth University 1976 — 1980
BA, Business Admin/Economics
Larry Duffy's Merrill Lynch Experience 2005 - 2009
Job VP at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch March 2011 - Present
Merrill Lynch 2005 - 2009
Skills
Vendor Management, SDLC, Management, Business Analysis, Risk Management, Financial Services, Portfolio Management, IT Strategy, Process Improvement, Requirements Analysis, Budgets, Leadership, Mutual Funds, Program Management, Software Project...
Education
Monmouth University
BA Business Administration, Finance
New York University
Graduate Certificate, Information Technology
Bank of America Merrill Lynch March 2011 - Present
Merrill Lynch 2005 - 2009
Skills
Vendor Management, SDLC, Management, Business Analysis, Risk Management, Financial Services, Portfolio Management, IT Strategy, Process Improvement, Requirements Analysis, Budgets, Leadership, Mutual Funds, Program Management, Software Project...
Education
Monmouth University
BA Business Administration, Finance
New York University
Graduate Certificate, Information Technology
Daniel Kanner's Merrill Lynch Experience April 2007 - April 2010
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Morgan Stanley July 2012 - Present
Credit Suisse July 2010 - May 2012
Merrill Lynch April 2007 - April 2010
Deutsche Asset Management May 2005 - April 2007
Deutsche Bank October 2003 - May 2005
Deutsche Bank November 2000 - October 2003
Skills
Finance
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Monmouth University 1987 — 1991
BS, Accounting
Morgan Stanley July 2012 - Present
Morgan Stanley July 2012 - Present
Credit Suisse July 2010 - May 2012
Merrill Lynch April 2007 - April 2010
Deutsche Asset Management May 2005 - April 2007
Deutsche Bank October 2003 - May 2005
Deutsche Bank November 2000 - October 2003
Skills
Finance
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Monmouth University 1987 — 1991
BS, Accounting
Caren Miller's Merrill Lynch Experience Compliance ExaminerBank of America2009 - 2009
Job Compliance Examiner VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Compliance ExaminerBank of America2009 - 2009
Education
Monmouth University 1998 — 2000
MBA
Merrill Lynch Compliance ExaminerBank of America2009 - 2009
Education
Monmouth University 1998 — 2000
MBA
Donna Sullivan's Merrill Lynch Experience May 2014 - Present
Job Administrative Manager, V.P. Merrill Lynch South Jersey Complex
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Prestige Wealth Management Group August 2012 - May 2014
Wells Fargo Advisors, LLC January 2007 - August 2012
Wachovia Securities Financial Network November 2001 - January 2007
Prudential Securities November 1998 - November 2001
Prudential Securities November 1996 - November 1998
Prudential Securities December 1991 - November 1996
Skills
Risk Management, Compliance, GIPS Compliance, Unified Managed Accounts, SEC filings, FINRA, Securities, Insurance, Investment Advisory, Series 63, Series 7, Series 65, Series 24, Series 3, Series 8 (9/10)
Education
Monmouth University 1994 — 1999
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 1986 — 1990
BA, Communication, History
Merrill Lynch May 2014 - Present
Prestige Wealth Management Group August 2012 - May 2014
Wells Fargo Advisors, LLC January 2007 - August 2012
Wachovia Securities Financial Network November 2001 - January 2007
Prudential Securities November 1998 - November 2001
Prudential Securities November 1996 - November 1998
Prudential Securities December 1991 - November 1996
Skills
Risk Management, Compliance, GIPS Compliance, Unified Managed Accounts, SEC filings, FINRA, Securities, Insurance, Investment Advisory, Series 63, Series 7, Series 65, Series 24, Series 3, Series 8 (9/10)
Education
Monmouth University 1994 — 1999
MBA, Business Administration and Management, General
Rutgers University-New Brunswick 1986 — 1990
BA, Communication, History
Joyce James's Merrill Lynch Experience 2004 - 2007
Job Global Delivery Project Executive at IBM Global Technology Services
Industry Information Technology and Services
Experience
IBM Global Technology Services January 2015 - Present
IBM Global Technology Services February 2012 - February 2014
IBM Global Services July 2007 - February 2012
IBM July 1985 - February 2012
Panasonic 2007 - 2011
IBM 2000 - 2011
Merrill Lynch 2004 - 2007
Skills
PMP, IT Service Management, Management, Outsourcing, IT Operations, Program Management, Vendor Management, ITIL, Project Management, Integration, Leadership, CRM, Project Portfolio..., Business Process, Banking, People Management, SDLC, Communicator, Adjunct Professor at..., IT Strategy, Service Delivery, IT Management, Disaster Recovery, Business Analysis, PMO, Requirements Analysis, Enterprise Architecture, Data Center, Solution Architecture
Education
Monroe College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Monroe College 2000 — 2002
BS, Computer Science & Computer Information Systems
Monroe College 1983 — 1985
Associate Degree, Computer Science
IBM Global Technology Services January 2015 - Present
IBM Global Technology Services February 2012 - February 2014
IBM Global Services July 2007 - February 2012
IBM July 1985 - February 2012
Panasonic 2007 - 2011
IBM 2000 - 2011
Merrill Lynch 2004 - 2007
Skills
PMP, IT Service Management, Management, Outsourcing, IT Operations, Program Management, Vendor Management, ITIL, Project Management, Integration, Leadership, CRM, Project Portfolio..., Business Process, Banking, People Management, SDLC, Communicator, Adjunct Professor at..., IT Strategy, Service Delivery, IT Management, Disaster Recovery, Business Analysis, PMO, Requirements Analysis, Enterprise Architecture, Data Center, Solution Architecture
Education
Monroe College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Monroe College 2000 — 2002
BS, Computer Science & Computer Information Systems
Monroe College 1983 — 1985
Associate Degree, Computer Science
Brian Deeds's Merrill Lynch Experience July 1995 - Present
Job Vice President at Bank of America
Industry Human Resources
Experience
Merrill Lynch July 1995 - Present
Bank of America 1995 - 2010
Skills
Vendor Management, SDLC, Process Improvement, Change Management, Risk Management, Banking, Financial Services, Strategy, Mergers, Project Management, Leadership, Employee Benefits, Relationship Management
Education
The College of New Jersey 1989 — 1993
B.S., Management
Monmouth University
M.B.A., Business Administration and Management, General
Merrill Lynch July 1995 - Present
Bank of America 1995 - 2010
Skills
Vendor Management, SDLC, Process Improvement, Change Management, Risk Management, Banking, Financial Services, Strategy, Mergers, Project Management, Leadership, Employee Benefits, Relationship Management
Education
The College of New Jersey 1989 — 1993
B.S., Management
Monmouth University
M.B.A., Business Administration and Management, General
Richard Kauffmann's Merrill Lynch Experience August 1985 - February 2005
Job Staff Accountant
Industry Accounting
Experience
Paramount Building & Cleaning September 2007 - Present
Merrill Lynch August 1985 - February 2005
Skills
Accounting, Operations Management, Start-ups, General Ledger, QuickBooks, Payroll, Invoicing, Budgets, Financial Statements, Bank Reconciliation, Cash Management, Analysis, Financial Reporting, Process Improvement, Variance Analysis, Account Reconciliation, Internal Controls
Education
Monmouth University 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance, 3.0
Paramount Building & Cleaning September 2007 - Present
Merrill Lynch August 1985 - February 2005
Skills
Accounting, Operations Management, Start-ups, General Ledger, QuickBooks, Payroll, Invoicing, Budgets, Financial Statements, Bank Reconciliation, Cash Management, Analysis, Financial Reporting, Process Improvement, Variance Analysis, Account Reconciliation, Internal Controls
Education
Monmouth University 1980 — 1984
Bachelor of Science (B.S.), Accounting and Finance, 3.0
Bryan Baccaro's Merrill Lynch Experience January 2001 - April 2003
Job Manager Coli Operations at Metropolitan Life Insurance Company
Industry Insurance
Experience
MetLife June 2007 - Present
MET LIFE INSURANCE COMPANY June 2007 - Present
PRUDENTIAL INSURANCE COMPANY October 2005 - June 2007
Prudential Insurance Company September 2005 - June 2007
MET LIFE INSURANCE COMPANY February 2005 - October 2005
WEGMANS' FOOD MARKET August 2004 - February 2005
COMMERCE BANK May 2003 - April 2004
Merrill Lynch January 2001 - April 2003
Internal Wholesaler September 1999 - January 2001
RMJ SECURITIES CORP August 1992 - July 1999
Education
Monmouth University 1981 — 1984
Bachelor, Economic
Monmouth University 1981 — 1984
B.S, Economics
MetLife June 2007 - Present
MET LIFE INSURANCE COMPANY June 2007 - Present
PRUDENTIAL INSURANCE COMPANY October 2005 - June 2007
Prudential Insurance Company September 2005 - June 2007
MET LIFE INSURANCE COMPANY February 2005 - October 2005
WEGMANS' FOOD MARKET August 2004 - February 2005
COMMERCE BANK May 2003 - April 2004
Merrill Lynch January 2001 - April 2003
Internal Wholesaler September 1999 - January 2001
RMJ SECURITIES CORP August 1992 - July 1999
Education
Monmouth University 1981 — 1984
Bachelor, Economic
Monmouth University 1981 — 1984
B.S, Economics
Monica Wolf's Merrill Lynch Experience 1993 - 2001
Job Clinical Nurse Specialist, RN at Molina Healthcare
Industry Hospital & Health Care
Experience
Molina Healthcare March 2008 - Present
Merrill Lynch 1993 - 2001
Greater Media 1989 - 1992
Skills
Hospitals, Nursing, Medical/Surgical, Acute Care, Patient Safety, ACLS, Patient Education, Utilization Management, Telemetry, Critical Care, Nursing Education, Medication..., Home Care, ICU, Healthcare
Education
Ocean County College 2005 — 2007
AAS, Nursing
Monmouth University 1984 — 1988
BA, Art
Raritan High School
Raritan High School
Raritan High School
Molina Healthcare March 2008 - Present
Merrill Lynch 1993 - 2001
Greater Media 1989 - 1992
Skills
Hospitals, Nursing, Medical/Surgical, Acute Care, Patient Safety, ACLS, Patient Education, Utilization Management, Telemetry, Critical Care, Nursing Education, Medication..., Home Care, ICU, Healthcare
Education
Ocean County College 2005 — 2007
AAS, Nursing
Monmouth University 1984 — 1988
BA, Art
Raritan High School
Raritan High School
Raritan High School
Venkat Nandimandalam's Merrill Lynch Experience October 2000 - October 2001
Job Senior Database Administrator at Freddie Mac
Industry Wireless
Experience
Freddie Mac May 2014 - Present
Verizon December 2013 - April 2014
Fannie Mae October 2013 - November 2013
Credit Suisse March 2005 - September 2013
Bear Stearns November 2002 - February 2005
Lehman Brothers November 2001 - October 2002
Merrill Lynch October 2000 - October 2001
JP Morogan April 1999 - September 2000
Lehman Brothers January 1998 - March 1999
Entergy April 1996 - December 1997
Skills
Sybase, Data Warehousing, SDLC, Disaster Recovery, Solaris, Unix, Unix Shell Scripting, Enterprise Architecture, Investment Banking, Business Analysis, ITIL, Database Design, Fixed Income, Microsoft SQL Server, Databases, Trading Systems, Virtualization, ETL, Performance Tuning, Business Continuity
Education
CUNY Lehman college
Master's degree, Computer Science
Monmouth University
Vasavi Engg
Freddie Mac May 2014 - Present
Verizon December 2013 - April 2014
Fannie Mae October 2013 - November 2013
Credit Suisse March 2005 - September 2013
Bear Stearns November 2002 - February 2005
Lehman Brothers November 2001 - October 2002
Merrill Lynch October 2000 - October 2001
JP Morogan April 1999 - September 2000
Lehman Brothers January 1998 - March 1999
Entergy April 1996 - December 1997
Skills
Sybase, Data Warehousing, SDLC, Disaster Recovery, Solaris, Unix, Unix Shell Scripting, Enterprise Architecture, Investment Banking, Business Analysis, ITIL, Database Design, Fixed Income, Microsoft SQL Server, Databases, Trading Systems, Virtualization, ETL, Performance Tuning, Business Continuity
Education
CUNY Lehman college
Master's degree, Computer Science
Monmouth University
Vasavi Engg
Marilyn Rocky's Merrill Lynch Experience 1978 - 1983
Job
Industry
Experience
Childhope International 1985 - 2005
Merrill Lynch 1978 - 1983
Skills
Social Media Marketing, Editing, Forecasting, Marketing Communications, Marketing Strategy, Microsoft Excel, Social Networking, New Business Development, Team Building, Fundraising, Strategy, Advertising, Marketing, Public Relations
Education
Monmouth University 1961 — 1965
BA, Communication
Childhope International 1985 - 2005
Merrill Lynch 1978 - 1983
Skills
Social Media Marketing, Editing, Forecasting, Marketing Communications, Marketing Strategy, Microsoft Excel, Social Networking, New Business Development, Team Building, Fundraising, Strategy, Advertising, Marketing, Public Relations
Education
Monmouth University 1961 — 1965
BA, Communication
Aarati Indulkar's Merrill Lynch Experience February 2010 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2011 - Present
Merrill Lynch February 2010 - Present
AMERICAN MANAGEMENT GROUP September 2009 - February 2010
TCS 2004 - 2005
Skills
Microsoft SQL Server, SQL, Requirements Analysis, ETL, Data Integration, User Acceptance Testing, UML, Unix Shell Scripting, MySQL, Databases, Data Modeling
Education
Monmouth University 2007 — 2009
MS, Computer Science
Bank of America Merrill Lynch July 2011 - Present
Merrill Lynch February 2010 - Present
AMERICAN MANAGEMENT GROUP September 2009 - February 2010
TCS 2004 - 2005
Skills
Microsoft SQL Server, SQL, Requirements Analysis, ETL, Data Integration, User Acceptance Testing, UML, Unix Shell Scripting, MySQL, Databases, Data Modeling
Education
Monmouth University 2007 — 2009
MS, Computer Science
Margaret Furman's Merrill Lynch Experience October 1981 - November 1989
Job Financial Services Professional
Industry Financial Services
Experience
Axelon Temporary Services for Citigroup May 2009 - December 2009
UBS Financial Services September 2006 - April 2009
Prudential Futures and Derivatives June 2001 - May 2006
Prudential Securities, Inc January 1997 - June 2001
Merrill Lynch Futures, Inc April 1994 - September 1994
Merrill Lynch Futures, Inc November 1989 - April 1994
Merrill Lynch October 1981 - November 1989
Skills
Computer Literate, Collateral Management, CFTC Rules, Large trader reporting, Forex operations, Clearing and deliveries..., Customer service skills, Foreign Exchange, Rules, Customer Service, Series 7, Securities, Trading, Equities, Derivatives, Hedge Funds, Capital Markets, Commodity, Management, Financial Risk, Fixed Income, Bloomberg, Investment Banking, Options, Back Office
Education
Monmouth University 1977 — 1985
Bachelor of Arts, Psychology
Mater Dei High School
Diploma
Axelon Temporary Services for Citigroup May 2009 - December 2009
UBS Financial Services September 2006 - April 2009
Prudential Futures and Derivatives June 2001 - May 2006
Prudential Securities, Inc January 1997 - June 2001
Merrill Lynch Futures, Inc April 1994 - September 1994
Merrill Lynch Futures, Inc November 1989 - April 1994
Merrill Lynch October 1981 - November 1989
Skills
Computer Literate, Collateral Management, CFTC Rules, Large trader reporting, Forex operations, Clearing and deliveries..., Customer service skills, Foreign Exchange, Rules, Customer Service, Series 7, Securities, Trading, Equities, Derivatives, Hedge Funds, Capital Markets, Commodity, Management, Financial Risk, Fixed Income, Bloomberg, Investment Banking, Options, Back Office
Education
Monmouth University 1977 — 1985
Bachelor of Arts, Psychology
Mater Dei High School
Diploma
Robert Sylvestro's Merrill Lynch Experience July 2012 - Present
Job GWIM (Wealth Management) Tax Reporting Analyst at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch July 2012 - Present
Cowan, Gunteski & Co., P.A. January 2012 - April 2012
US Department of Defense July 2009 - September 2011
Monmouth University August 2008 - May 2010
New Jersey Natural Gas Company June 2008 - August 2008
Skills
Leadership, Management, Program Management, Analysis, Microsoft Excel, Microsoft Word, Logistics, Outlook, Budgets
Education
Monmouth University 2006 — 2010
Bachelor of Science, Business Administration: Concentration in Accounting
Merrill Lynch July 2012 - Present
Cowan, Gunteski & Co., P.A. January 2012 - April 2012
US Department of Defense July 2009 - September 2011
Monmouth University August 2008 - May 2010
New Jersey Natural Gas Company June 2008 - August 2008
Skills
Leadership, Management, Program Management, Analysis, Microsoft Excel, Microsoft Word, Logistics, Outlook, Budgets
Education
Monmouth University 2006 — 2010
Bachelor of Science, Business Administration: Concentration in Accounting
Andy Ramnanan's Merrill Lynch Experience November 2007 - February 2009
Job Audit in Charge at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte January 2011 - October 2014
Merrill Lynch November 2007 - February 2009
Joseph Stevens May 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Financial Reporting, Stock Market, Commodity Markets, External Audit, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, GAAP
Education
Monroe College 2009 — 2010
Bachelor of Science (B.S.), Public Accounting
Purchase College, SUNY 2003 — 2005
Bachelor of Arts (B.A.), Mathematics and Computer Science
Deloitte January 2011 - October 2014
Merrill Lynch November 2007 - February 2009
Joseph Stevens May 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Financial Reporting, Stock Market, Commodity Markets, External Audit, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, GAAP
Education
Monroe College 2009 — 2010
Bachelor of Science (B.S.), Public Accounting
Purchase College, SUNY 2003 — 2005
Bachelor of Arts (B.A.), Mathematics and Computer Science
John LoDico's Merrill Lynch Experience 1998 - September 2011
Job ProgrammerAnalyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1998 - September 2011
Sony September 1991 - July 1998
Atlas Copco March 1984 - June 1990
Skills
MQ, CICS, COBOL
Education
Monmouth University 1974 — 1978
BS, Computer Science
Merrill Lynch 1998 - September 2011
Sony September 1991 - July 1998
Atlas Copco March 1984 - June 1990
Skills
MQ, CICS, COBOL
Education
Monmouth University 1974 — 1978
BS, Computer Science
Rob Dillon's Merrill Lynch Experience July 1998 - September 2003
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2003 - Present
Merrill Lynch July 1998 - September 2003
Skills
Fixed Income
Education
Monmouth University
MBA
Morgan Stanley Smith Barney September 2003 - Present
Merrill Lynch July 1998 - September 2003
Skills
Fixed Income
Education
Monmouth University
MBA
Tim Dannwolf's Merrill Lynch Experience December 2009 - Present
Job Vice President – Manager – US PB Hedge Fund Services Implementation Team at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2013 - Present
Merrill Lynch December 2009 - Present
Merrill Lynch June 2006 - December 2009
Merrill Lynch October 2003 - June 2006
Allstate January 2001 - January 2003
Skills
Prime Brokerage, Series 63, Series 7, Securities Lending, Hedge Funds, Equities, Securities, Uniform Combined State..., Mutual Funds, Process Improvement, Microsoft Excel, Derivatives, Business Analysis, Investments, Project Management, Sales, Alternative Investments, Marketing
Education
Monmouth University 2000 — 2002
MBA, Business Management
Monmouth University 1995 — 1999
BS, Marketing
Bank of America Merrill Lynch March 2013 - Present
Merrill Lynch December 2009 - Present
Merrill Lynch June 2006 - December 2009
Merrill Lynch October 2003 - June 2006
Allstate January 2001 - January 2003
Skills
Prime Brokerage, Series 63, Series 7, Securities Lending, Hedge Funds, Equities, Securities, Uniform Combined State..., Mutual Funds, Process Improvement, Microsoft Excel, Derivatives, Business Analysis, Investments, Project Management, Sales, Alternative Investments, Marketing
Education
Monmouth University 2000 — 2002
MBA, Business Management
Monmouth University 1995 — 1999
BS, Marketing
Jeff Quinn's Merrill Lynch Experience 2006 - 2010
Job VP Supervisory Manager JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2006 - 2006
Merrill Lynch September 2003 - December 2005
Education
Monmouth University
Monmouth University
JPMorgan Securities LLC 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2006 - 2006
Merrill Lynch September 2003 - December 2005
Education
Monmouth University
Monmouth University
Hilary Daniel's Merrill Lynch Experience October 2011 - Present
Job Investment Specialist contractor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Wells Fargo Advisors May 2006 - May 2011
Morgan Stanley Smith Barney May 2005 - May 2006
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Mutual Funds, Series 65, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Securities, Alternative Investments, Fixed Income, Retirement
Education
Strayer University (DC) 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Monroe College-New Rochelle 2001 — 2004
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Merrill Lynch October 2011 - Present
Wells Fargo Advisors May 2006 - May 2011
Morgan Stanley Smith Barney May 2005 - May 2006
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Mutual Funds, Series 65, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Securities, Alternative Investments, Fixed Income, Retirement
Education
Strayer University (DC) 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Monroe College-New Rochelle 2001 — 2004
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Jared Gaccione's Merrill Lynch Experience 2002 - 2004
Job Vice President and General Manager of Minmar Management
Industry Maritime
Experience
Minmar Management August 2012 - Present
Ocean Beach Marine Centers, Lanoka Harbor January 2008 - July 2012
Ocean Beach Marine Centers, Brant Beach September 2009 - August 2011
Ocean Beach Marine Centers, Manahawkin 2006 - 2008
Ocean Beach Marine Centers, Lavallette 2004 - 2006
Merrill Lynch 2002 - 2004
Skills
Maritime, Operations Management, Strategic Planning, Business Strategy, Negotiation, Management, New Business Development
Education
Spader Business Management 2007 — 2007
Monmouth University 1999 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Minmar Management August 2012 - Present
Ocean Beach Marine Centers, Lanoka Harbor January 2008 - July 2012
Ocean Beach Marine Centers, Brant Beach September 2009 - August 2011
Ocean Beach Marine Centers, Manahawkin 2006 - 2008
Ocean Beach Marine Centers, Lavallette 2004 - 2006
Merrill Lynch 2002 - 2004
Skills
Maritime, Operations Management, Strategic Planning, Business Strategy, Negotiation, Management, New Business Development
Education
Spader Business Management 2007 — 2007
Monmouth University 1999 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Richard Caputo's Merrill Lynch Experience January 1995 - July 1997
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank November 2009 - Present
Merrill Lynch January 1995 - July 1997
Prudential Securities December 1993 - December 1994
Education
Monmouth University 1998 — 2000
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey
Bachelor of Arts (B.A.)
Deutsche Bank November 2009 - Present
Merrill Lynch January 1995 - July 1997
Prudential Securities December 1993 - December 1994
Education
Monmouth University 1998 — 2000
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey
Bachelor of Arts (B.A.)
Paul Mottola's Merrill Lynch Experience 1990 - 2009
Job Managing Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management January 2010 - Present
Merrill Lynch 1990 - 2009
Skills
Asset Management, Banking, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Investment Advisory, Mutual Funds, Securities, Series 24, Wealth Management, Bonds, Risk Management
Education
Monmouth University 1989 — 1992
Master of Business Administration (MBA), MBA
Providence College 1984 — 1988
Bachelor of Science (BS), Finance
Monsignor Donovan High School 1980 — 1984
Barclays Wealth and Investment Management January 2010 - Present
Merrill Lynch 1990 - 2009
Skills
Asset Management, Banking, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Investment Advisory, Mutual Funds, Securities, Series 24, Wealth Management, Bonds, Risk Management
Education
Monmouth University 1989 — 1992
Master of Business Administration (MBA), MBA
Providence College 1984 — 1988
Bachelor of Science (BS), Finance
Monsignor Donovan High School 1980 — 1984
nicholas tomaselli's Merrill Lynch Experience September 2006 - September 2008
Job financial advisor at Bank of America
Industry Banking
Experience
Bank of America April 2013 - Present
Garden State Securities September 2008 - April 2013
Merrill Lynch September 2006 - September 2008
Skills
Sales, Investments, Investment Strategies, Banking, Financial Analysis, Finance, Series 7, Relationship Management, Series 63, Portfolio Management, Mutual Funds, Securities, Equities, Fixed Income, Asset Allocation, Retirement Planning, Investment Advisory
Education
Monmouth University 2003 — 2007
Business, Management, Marketing, and Related Support Services
Bank of America April 2013 - Present
Garden State Securities September 2008 - April 2013
Merrill Lynch September 2006 - September 2008
Skills
Sales, Investments, Investment Strategies, Banking, Financial Analysis, Finance, Series 7, Relationship Management, Series 63, Portfolio Management, Mutual Funds, Securities, Equities, Fixed Income, Asset Allocation, Retirement Planning, Investment Advisory
Education
Monmouth University 2003 — 2007
Business, Management, Marketing, and Related Support Services
Barbara Adam's Merrill Lynch Experience June 1985 - December 1999
Job Program Assistant at Somerset Valley YMCA
Industry Nonprofit Organization Management
Experience
Somerset Valley YMCA September 2009 - Present
Adams Consulting Group LLC February 2004 - December 2004
Merrill Lynch June 1985 - December 1999
Skills
Community Outreach, Event Planning, Volunteer Management, Fundraising, Program Development, Grant Writing, International..., Research, Public Speaking, Grants, Policy Analysis
Education
Monmouth University 1984 — 1985
Bachelor's degree - Dual Concentration - Marketing and Management
Somerset Valley YMCA September 2009 - Present
Adams Consulting Group LLC February 2004 - December 2004
Merrill Lynch June 1985 - December 1999
Skills
Community Outreach, Event Planning, Volunteer Management, Fundraising, Program Development, Grant Writing, International..., Research, Public Speaking, Grants, Policy Analysis
Education
Monmouth University 1984 — 1985
Bachelor's degree - Dual Concentration - Marketing and Management
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank