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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Merrill Lynch Employees
Regal Barrington December 2009 - Present
Soho Resources Corp. 2010 - 2012
Sussex Partners/TargetIR 2002 - July 2007
Prudential Securities 1989 - 1992
Merrill Lynch 1985 - 1989
Front Stage, Ltd. 1979 - 1984
Skills
Private Placements, Private Equity, Venture Capital, Investor Relations, IPO, Corporate Development, Funding, Capital Markets, Investment Banking, Corporate Finance, Equities, Investments, Mergers, Financial Structuring, Due Diligence, Start-ups, Project Finance, Mergers & Acquisitions, Joint Ventures, Commodity, Trading, Alternative Investments, Bloomberg, LBO, Capital, Emerging Markets, Equity Research, Investment Strategies, Fixed Income, Asset Management, Business Valuation, Financial Markets, Structured Finance, Investment Management, Finance, Hedge Funds, M&A experience, Restructuring, Options, Leveraged Finance, Equity Capital Markets, Securities, Public Companies, Capital Raising, Divestitures, Valuation, Equity Valuation, Bonds, Mutual Funds, Financial Modeling
Education
University of California, Irvine 2009 — 2011
Investor Relations course work
Palomar College 1987 — 1989
Course Studies, Real Estate, Business
Montana State University-Bozeman
Course Studies, Business
FVCC Online
Bank of America Merrill Lynch August 2008 - Present
Bank of America Merrill Lynch January 2004 - July 2008
Merrill Lynch September 1999 - January 2004
Merrill Lynch June 1997 - August 1999
Merrill Lynch March 1993 - May 1997
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Vendor Management, Software Project..., Program Management, Enterprise Architecture, IT Strategy, Software Development, Process Improvement, Change Management, Analysis, Financial Services, Management
Education
Montclair State University
BS, Computer Science & Math
Peak Equipment July 2013 - Present
Jesco, Inc. August 2003 - July 2013
Merrill Lynch March 1999 - August 2003
Merrill Lynch February 1997 - March 1999
Consulting Actuaries Inc May 1996 - February 1997
Skills
Pricing, Sales, Sales Management, Contract Negotiation, Negotiation, Strategic Planning, Managing Accounts, Territory Management, Sales Process, Sales Presentations, Rates, Customer Service, Purchasing, Management, Sales Operations, Payroll, Budgets, Sales Force Development, Construction, Contract Management, Interest Rates, New Business Development, Operations Management
Education
Montclair State University 1993 — 1996
Bachelors of Science, Applied Mathematics
IQ Ad Net June 2015 - Present
ICM Marketing May 2014 - May 2015
JPMorgan Chase March 2013 - March 2014
J.P. Morgan June 2011 - March 2013
Merrill Lynch June 2010 - November 2010
Morgan Stanley Smith Barney June 2005 - 2010
Skills
Series 7, Wealth Management, Credit, Securities, Private Banking, Investments, Portfolio Management, Banking, Loans, Mortgage Lending, Asset Management, Capital Markets, Credit Analysis, Equities, Financial Advisory, Financial Services, Mutual Funds, Strategy, Structured Finance, Credit Risk, Finance, Fixed Income, Retirement Planning, Strategic Financial..., Wealth Management..., Relationship Management, Loan Origination, Financial Risk, Risk Management, Retail Banking, Cash Management, Mortgage Banking, Consumer Lending, FINRA, High Net Worth..., Sales, Wealth, Securities Lending, Commercial Lending, Residential Mortgages, Credit Cards
Education
Montclair State University 1997 — 2002
Economics
Merrill Lynch October 1990 - Present
Big Sky Farming Inc. May 1986 - October 1990
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Separately Managed..., Retirement, Asset Managment, Series 65, Strategic Financial..., Fixed Annuities, Wealth Management..., Securities, Investment Strategies, Asset Management, Banking, Uniform Combined State..., Mentoring, Leadership, Financial Services, Financial Planning
Education
University of Central Oklahoma 1985 — 1986
BS, Business
Montana State University-Bozeman 1979 — 1983
Business
Bloomington Lincoln H.S. 1976 — 1979
Deloitte September 2013 - April 2015
Suba Unlimited Flooring LLC. August 2009 - September 2013
Deloitte May 2012 - August 2012
Merrill Lynch February 2011 - May 2012
Toyota Scion Universe February 2006 - August 2009
Skills
Microsoft Excel, Financial Analysis, Accounting, Access, Budgets, Analysis, Value Investing, Capital Budgeting, PowerPoint, Auditing, Banking, Finance, Financial Modeling, Investments, Leadership, Management, Portfolio Management, Sales
Education
Montclair State University 2010 — 2013
Accounting, Finance
Comcast April 2015 - Present
Comcast February 2014 - April 2015
Vail Resorts September 2013 - December 2013
The Conference Center - Montclair State University December 2012 - August 2013
Vail Resorts December 2011 - November 2012
Vail Resorts October 2011 - December 2011
Hertz September 2010 - October 2011
Merrill Lynch September 2009 - September 2010
The Conference Center - Montclair State University October 2007 - September 2010
Commerce Bank June 2007 - November 2007
Skills
Human Resources, SAP, Payroll, Employee Benefits, SuccessFactors, PeopleSoft, Talent Acquisition, Analysis, Microsoft Excel, Management, PowerPoint, Customer Service, Outlook, Windows, Access, Event Management..., OS X, Microsoft Word, Excel, Word, Mac OS X, Job Scheduling, Lotus Notes
Education
Montclair State University 2006 — 2010
Bachelor of Science, Business Administration, Finance
BlackRock January 2013 - June 2013
Merrill Lynch - Bank of America 2009 - June 2012
Merrill Lynch 2005 - 2009
Morgan Stanley 2004 - 2005
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Vendor Management, IT Strategy, Project Management, Business Intelligence, Business Strategy, Change Management, Management, Program Management, Business Process, Cross-functional Team..., Enterprise Software
Education
Montclair State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
PLM Trailer Leasing August 2015 - Present
Merrill Lynch May 2015 - August 2015
Alekya Corporation July 2007 - May 2015
Allied Integrated Marketing January 2014 - August 2014
Wats room October 2006 - April 2007
Skills
Public Speaking, Creative Problem Solving, High Organizational..., Outstanding..., Energetic team player, Teamwork, Leadership, Marketing, Microsoft Excel, Microsoft Office, Problem Solving, Customer Service, Microsoft Word, PowerPoint
Education
Montclair State University 2013 — 2015
Bachelor of Science (BS), International Business
County College of Morris 2010 — 2013
Associate of Science (AS), Business Administration and Management, General
Director of Science June 2015 - Present
BELL foundation June 2013 - August 2014
Americorps / New Jersey After 3 January 2013 - June 2013
Youth Services Commission of Essex County June 2012 - August 2012
CVS Pharmacy Inc July 2010 - June 2012
Montclair State University Graduate School September 2009 - May 2010
Macy's August 2009 - December 2009
Merrill Lynch 2007 - 2007
Skills
Proficient in Word,..., Great interpersonal and..., Recruiting, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Time Management, File Management, Youth Development, Youth Mentoring, Community Outreach, Service Learning, Leadership Development, Office Management
Education
Montclair State University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Science Park High School
BDO Consulting September 2014 - Present
Silver Forest Fund LP September 2013 - December 2013
Merrill Lynch June 2011 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Teamwork, QuickBooks, Organization, Financial Modeling
Education
Montana State University-Bozeman 2010 — 2014
Bachelor of Science (B.S.), Finance, General
JIBS
JIBS
JIBS
Raymond James July 2011 - Present
Morgan Stanley Smith Barney November 2005 - July 2011
Merrill Lynch 1990 - November 2005
Skills
Assist clients in..., Series 7, Series 8, Series 31, Series 63, Series 65, 401k, Licensed to Sell..., Alternative Investments, Annuity Sales, Asset Management, Business Loans, Business Planning, Cash Flow Analysis, Charitable Trusts, Charitable Giving, Concentrated Stock..., Equities, Estate Planning, Financial Planning, Investment Banking, Investment Portfolio..., Lines Of Credit, Mortgage Lending, Multi-generational..., Multi-generational..., Mutual Funds, Private Equity, Private SMA Managers &..., Refinance, Risk/Reward Analysis, Strategic Planning, Succession Planning, Tax-Free Bond...
Education
Montclair State University 1980 — 1984
B.S., Finance
Wilkes University 1979 — 1980
Buck Consultants July 2006 - Present
ID Media 2006 - 2006
Merrill Lynch June 2003 - August 2003
Skills
SharePoint, Employee Benefits, Defined Benefit, Talent Management, MS Project, HRIS, Microsoft Excel, Stock Trading, Investments, Microsoft Word, Portfolio Management, Project Management, Access, Budgets, Business Analysis, Quality Assurance, Visual Basic
Education
Montclair State University 2002 — 2005
BS, Finance and Management Information Systems
Merrill Lynch April 2013 - Present
Merrill Edge August 2012 - Present
Merrill Lynch October 2011 - July 2012
Habitat for Humanity May 2010 - August 2010
Habitat for Humanity March 2010 - May 2010
Arc of Multnomah/Clackamas August 2009 - May 2010
Skills
Finance, Statistics, Spanish, Customer Service, Negotiation, Conflict Management, Machinery, Sales, Time Management, New Business Development, Data Analysis, Analysis, Business Planning, Investments, Financial Services, Management, Leadership, Marketing, Microsoft Office, Public Speaking, Strategic Planning
Education
Willamette University MBA 2009 — 2011
Master of Business Administration, May 2011
University of Washington 2008 — 2009
Foreign Language
Montana State University-Bozeman 2005 — 2009
Bachelor of Science, Economics
Caraglio Management Group November 2014 - Present
Merrill Lynch August 2014 - October 2014
Paychex March 2013 - August 2014
Paychex November 2011 - March 2013
Skills
Cold Calling, Salesforce.com, Account Management, Sales Process, B2B, Sales Management, Direct Sales, Sales Presentations, New Business Development, Sales, Qualifying Prospects, Lead Generation, Solution Selling, Sales Operations, Territory Management, 401k, Payroll
Education
Saint John Fisher College 2009 — 2011
Bachelor of Science (BS), Finance, General
Monroe Community College 2007 — 2009
Merrill Edge April 2014 - Present
Automatic Data Processing Insurance Agency, Inc. May 2012 - March 2014
Merrill Lynch November 2011 - May 2012
Bank of America June 2010 - January 2012
Essex County Prosecutor's Office June 2010 - August 2010
Skills
Finance, Investments, Financial Services, Sales, Management, Risk Management, Credit, Negotiation, Banking, Series 7, Strategy, Wealth Management, Loans, Customer Service, Cold Calling, Portfolio Management, CRM, Small Business, Analysis, Relationship Management, Financial Analysis, Leadership, Performance Management, Retail Banking, Strategic Financial..., Coaching, Time Management, Fixed Income, Sales Management, Mortgage Lending, Employee Benefits, Mutual Funds, Business Development, General Securities..., Account Management, Program Management, Retirement Planning, 401k, Salesforce.com, Sales Process, Asset Management, Building Relationships, Uniform Combined State..., Financial Advisory, Financial Modeling, Investment Strategies, Equities, Consumer Lending, Stocks, Financial Planning
Education
Montclair State University 2008 — 2011
BA, Political Science
Bloomfield High School 2000 — 2004
Superior Technology, Inc. January 2013 - Present
Merrill Lynch April 2004 - January 2012
Morgan Stanley September 1997 - April 2004
Skills
Microsoft Word, Finance, Customer Satisfaction, Customer Service, Organized self-starter, Organized Multi-tasker, Manage Client..., Maintaining Strong..., Microsoft Excel, PowerPoint, Salesforce.com, Executive Administrative, Exceptionally Organized, Accounts Payable, Accounts Receivable
Education
State University of New York Empire State College 2014 — 2015
Bachelor of Science, Business, Management and Economics
Monroe Community College 2012 — 2013
Associates of Applied Science, Accounting
Hertz June 2015 - Present
21st Century Oncology May 2014 - June 2015
Avon July 2011 - May 2014
Medco March 2010 - July 2010
Avis Budget Group March 2007 - March 2010
Merrill Lynch January 2006 - March 2007
Skills
Microsoft Excel, MS Excel Pivot Tables, Vlookup, excel formulas, Highly detail oriented, Fast-paced, Fast Learner, Analytical Skills, Negotiation, Persuasion, Collaborative..., Timely Decision Making, Problem Solving, Communication Skills, PowerPoint, Access, Process Improvement, Forecasting, Budgets, Leadership, Marketing Strategy, Strategy, Strategic Planning, Analysis, Sales, Management, Competitive Analysis, Finance, Financial Analysis, Budgeting, Cross-functional Team..., Analytics, Sales Management, Training, Sales Operations, Coaching, Team Building
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
MBA Master in Business Administration, Finance
Montclair State University 2004 — 2006
B.S. in Business Administration, Finance and International Business
Colegio Aleman/Deutsche Schule/German School 1988 — 2002
High School Diploma, Physics and Mathematics
Standard & Poor's October 2012 - Present
TRSNYC April 2007 - October 2012
The McGraw-Hill Companies June 2004 - January 2007
The McGraw-Hill Companies April 2000 - June 2004
Merrill Lynch August 1998 - April 2000
AT&T July 1994 - August 1998
AT&T July 1991 - July 1994
AT&T October 1987 - July 1991
ITT December 1985 - October 1987
American Cyanamid January 1985 - December 1985
Skills
Agile Methodologies, Application Development, Architecture, Budgeting, Building Relationships, Business Continuity, Business Process..., Coaching, Communication, Contract Management, Databases, Disaster Recovery, Enterprise Architecture, Executive Management, Group Restructuring, Information Security, IT Governance, IT Infrastructure..., IT Management, IT Service Delivery, IT Strategy, Negotiation, Project Management, Software Development..., Software Quality..., Staff Management, Strategic Planning, Technology Integration, Technology Roadmapping, Thought Leadership, Vendor Management, Visionary Thinking, Budgets, Relationship Management, Governance, Strategy, Quality Assurance, Software Development, Requirements Analysis, SDLC, IT Service Management, Enterprise Software, Data Center, Cloud Computing, Process Improvement, Information Technology, Management, Business Analysis, Leadership, Analysis
Education
Stevens Institute of Technology 1985 — 1988
MS, Computer Science
Montclair State University 1981 — 1985
B,S, Computer Science
Wayne Hills Senior High School 1977 — 1981
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Time Inc. April 2002 - Present
America Online, GPU Energy, CCG Facilities Integration & The LRF Design Group 1998 - 2002
Beneficial Management Corporation 1989 - 1998
Merrill Lynch 1986 - 1989
Merrill Lynch 1984 - 1986
Edwards and Zuck, PC 1981 - 1984
Energy Systems, Inc. 1975 - 1981
Skills
Facilities Management, Construction, Mechanical Engineering, Electrical Engineering, Electric Power, Temperature Controlled, Maintenance Management, Preventive Maintenance, Engineering, Commissioning, HVAC, Energy, Process Scheduler, Energy Efficiency, Construction Management, Budgets, Contract Management, Project Planning, Project Management, Contract Negotiation, Vendor Management, Negotiation, Management
Education
Montclair State University
Bachelor of Science Degree, Industrial Technology
New Jersey Institute of Technology
RBC Capital Markets April 2014 - Present
Burgiss November 2013 - April 2014
Burgiss May 2012 - April 2014
Burgiss May 2011 - May 2012
Burgiss January 2011 - May 2011
Montclair State University June 2010 - May 2011
Merrill Lynch June 2010 - January 2011
Montclair State University September 2008 - June 2010
Skills
Private Equity, Microsoft Office, Accounting, Visual Basic, Finance, Leadership, Chartered Financial..., Portfolio Management, SQL, Financial Modeling, Investments, Microsoft Word, Financial Services
Education
Montclair State University 2008 — 2012
Bachelor of Science, Finance and Accounting
Aon Global Risk June 2015 - Present
IQ Agency, LLC November 2012 - Present
Merrill Lynch May 2011 - July 2012
Metro Express Airways September 2008 - March 2012
Bollinger Insurance 1995 - 2008
Wausau Insurance February 1991 - April 1995
Guyana Broadcasting Corporation 1985 - 1990
Skills
Insurance, Risk Management, Team Leadership, Wealth Management, Finance, Financial Analysis, Strategic Planning, Management, Account Management, Leadership, Underwriting, Sales, Strategic Financial..., Marketing, Employee Benefits, New Business Development, Financial Services, Customer Service, Banking, Sales Management, Property & Casualty..., Negotiation, Public Speaking, Investments, Coaching, Contract Negotiation, Analysis, Public Relations, Workers Compensation, Interviews, Salesforce.com, Liability, Professional Liability, D&O, Project Management, Legal Liability, Commercial Insurance, General Insurance, Reinsurance, Casualty Insurance, Brokers
Education
Montclair State University 1995 — 1996
International Trade Certificate
University of London 1979 — 1983
Bachelor's degree, Journalism
UBS November 2013 - Present
Barclays Wealth and Investment Management April 2013 - November 2013
JPMorgan Asset Management November 2011 - April 2013
Merrill Lynch March 2009 - November 2011
Merrill Lynch March 2004 - March 2009
Skills
Strategic Planning, Series 7, Product Development, Mutual Funds, Investments, Fixed Income, Equities, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies
Education
Montclair State University 2003 — 2006
B.S., Business Administration; concentration in Finance
Law Office of Kalimah Ahmad, Esq October 2009 - Present
Hudson County Department of Corrections May 2012 - Present
County of Hudson September 2009 - May 2012
City of Jersey City February 2011 - November 2011
Hunt, Hamlin & Ridley December 2003 - September 2009
Hudson County Freeholders Board January 2008 - December 2008
Honorable Judge Shirley Tolentino/Superior Court September 2003 - May 2004
Urban World Films 2002 - 2003
Merrill Lynch September 1994 - May 2001
Jersey City Housing Authority August 1993 - February 1999
Skills
Criminal Law, Entertainment Law, Negotiation, Economic Development, Employment Law, Legal Assistance, Civil Rights, Personal Injury, Strategic Planning, Public Policy, Entertainment, Redevelopment, Nonprofits, Employment..., Community Outreach, Microsoft Word, Legal Research, Workers Compensation, Litigation, Residential Homes, Public Speaking, Courts, Legal Writing
Education
Seton Hall University School of Law 2002 — 2005
Juris Doctorate
Montclair State University 1993 — 1998
BA, English, Teacher Certification, Pre-Law
James J. Ferris High School 1989 — 1993
H.S. Diploma
State Street Alternative Investment Solutions February 2014 - Present
State Street Alternative Investment Solutions November 2012 - February 2014
GlobeOp Financial Services January 2006 - July 2012
GlobeOp Financial Services November 2003 - December 2005
American Express January 2002 - November 2003
Merrill Lynch 2000 - 2001
Princeton Financial Systems 1997 - 2000
Rothstein Kass 1994 - 1996
Merrill Lynch 1991 - 1994
Skills
Hedge Funds, Financial Reporting, Fund Administration, Fund Accounting, Alternative Investments, Fund Of Funds, Derivatives, Equities, Fixed Income, Swaps, FX Options, Mutual Funds, Private Equity, Accounting, CDS, Asset Managment, Asset Management, Auditing, US GAAP, Finance, Financial Statements, Middle Office
Education
Montclair State University 1986 — 1990
BS, Accounting
OppenheimerFunds October 2012 - Present
OppenheimerFunds September 2010 - October 2012
Chase Investment Services Corp December 2008 - September 2010
Castle Rock Chamber of Commerce 2008 - 2009
Merrill Lynch November 2006 - December 2008
RR Donnelley July 1994 - September 2004
Skills
Financial Analysis, Relationship Management, Portfolio Management, Strategic Planning, Mutual Funds, Strategic Financial..., Series 7, Investments, Retirement Planning, Wealth Management, Investment Advisory, Asset Managment, Capital Markets, Securities, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Fixed Annuities, Investment Management, Finance, Financial Advisory, IRAs, Variable Annuities, ETFs, Wealth Management..., 401k, Credit Analysis
Education
Montana State University-Bozeman 1984 — 1988
Bachelor of Science, Finance, Economics
College for Financial Planning
Chartered Retirement Planning Counselor, Estate Planning, Investment Planning, Retirement Planning, Insurance Planning, Tax Planning
Leadership Douglas County
Big Lots Stores February 2015 - Present
Big Lots July 2013 - January 2015
Staples February 2005 - April 2013
Lane Bryant November 2007 - February 2010
Petsmart February 2001 - January 2005
Merrill Lynch January 2000 - February 2001
Learningsmith November 1996 - December 1999
Lane Bryant July 1995 - May 1998
Carlton Cards February 1992 - June 1995
Skills
Training, Payroll, Inventory Management, Merchandising, Inventory Control, Loss Prevention, Retail, Big Box, Planograms, Store Management, Visual Merchandising, Profit, Customer Service, Shrinkage, Microsoft Word, Leadership, Operations Management, Time Management, Hiring, Management, Customer Satisfaction, Pricing, Sales, Team Building, Customer Retention, P&L Management, Selling, Forecasting, Coaching, Sales Operations, Retail Sales, Recruiting, Sales Management, Account Management, Team Leadership, Budgets, Leadership Development
Education
Montclair State University
Bachelor of Arts (BA), Political Science/Public Administration
Eastside High School
Diploma, Academic Studies, 3.3
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
Bank of America Merrill Lynch June 2010 - Present
HSBC Premier October 2009 - June 2010
Wachovia, A Wells Fargo Company January 2006 - October 2009
Merrill Lynch May 2005 - August 2005
Skills
Investments, Financial Services, Loans, Finance, Mortgage Lending, Banking, Wealth Management, Credit, Management, Series 7, CRM, Sales
Education
Montclair State University 2002 — 2006
Bachelors, Marketing, Finance
Irish Stock Exchange November 2014 - Present
OmniCap, LLC April 2010 - Present
Tullett Prebon July 2009 - April 2010
NYPPEX, LLC July 2007 - October 2008
Merrill Lynch May 2005 - January 2007
NYSE August 1994 - April 2005
UBS Wealth Management 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Private Equity, Securities, Trading, Asset Management, Mutual Funds, Capital Markets, Finance, Fixed Income, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1993
MPA, Master-Public Administration
Montclair State University 1982 — 1986
BS, Political Science
Kean University August 2014 - Present
Union County College September 2013 - Present
Irvington High School 2013 - Present
The Barack Obama Green Charter High School March 2013 - July 2013
The Barack Obama Green Charter High School July 2012 - March 2013
Broadridge Financial Solutions 2008 - 2010
Wachovia, A Wells Fargo Company 2004 - 2005
Prudential Securities 1998 - 2004
Merrill Lynch 1985 - 1996
Skills
Public Speaking, Project Management, Organizational..., Outstanding..., Compliance, Educational Leadership, Education, Strategic Planning, Project Planning, Retirement Planning, Leadership, Training, Retirement, Teaching, Analysis, Curriculum Design, Instructional Design, Marketing, Staff Development, Classroom, Community Outreach, E-Learning
Education
Kean University 2011 — 2014
Master of Arts (M.A.), Educational, Instructional, and Curriculum Supervision, K-12
Thomas Edison State College 1996 — 1998
MSM, Business Management
Montclair State University 1976 — 1979
BA, Consumer Affairs-Business
Dun & Bradstreet July 2014 - Present
New York University April 2013 - May 2014
H&S Corporation 2010 - 2012
EMI Music Publishing 2009 - 2009
Sony Music Entertainment 2008 - 2008
Merrill Lynch 2007 - 2007
Skills
Accounts Receivable, Credit, Analysis, Research, Excel, Word, Forecasting, Account Management, Accounting, Market Research, Team Leadership, Situational Leadership, Negotiation, SAP SRM, Microsoft Word, Financial Analysis, Microsoft Excel, Budgets, Corporate Finance
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Master of Business Administration, Finance, Global Business, 3.5
Montclair State University 2003 — 2008
Bachelor of Science, Finance and Economics, 3.6
Wells Fargo Advisors, LLC August 2007 - Present
Merrill Lynch January 2002 - August 2006
Credit Suisse First Boston & DLJ November 1998 - May 2001
Education
Montclair State University 1989 — 1995
BS Finance, Business - Finance
BHS
Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch October 2010 - October 2013
Skills
Marketing, Mutual Funds, 401k, Stocks, Stock Option, Pensions, Retirement Benefits, Compensation & Benefits..., Creativity, Efficiency, Research, Incentive Programs, Deferred Compensation, FINRA, Sales, Retirement, Retirement Planning, Investments, Equities, Personal Finance, Teamwork, Finance, Uniform Combined State..., 401k Rollovers, Series 7, Customer Satisfaction
Education
Penn State University 2015 — 2018
Master's degree, HRER; Compensation and Benefits
Montclair State University
Bachelor of Science, Business Administration; Marketing
Merrill Lynch 2004 - Present
Skills
Series 7, Retirement, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Strategic Financial..., 401k, Financial Advisory, Investment Advisory, Securities, Uniform Combined State..., Financial Planning, Investment Management
Education
Montana State University 1995 — 1999
Bachelor of Science Business Management
Xsell Resources, Inc April 2015 - Present
TD Ameritrade July 2014 - April 2015
Merrill Lynch May 2011 - July 2014
Mitchell/Martin Inc. January 2010 - May 2011
HSBC January 2008 - April 2009
HSBC 2002 - 2008
Household International 2001 - 2002
Household International 2000 - 2001
United States Golf Association 2000 - 2000
United States Golf Association 1997 - 1999
Skills
SDLC, Analytics, Visio, Business Analysis, Requirements Analysis, Business Intelligence, Requirements Gathering, Lotus Notes, Vendor Management, Banking, Process Improvement, Project Management, E-commerce, Leadership, Agile Methodologies, Integration, PMO, Management, Business Development, Program Management
Education
Montclair State University 1989 — 1994
BS, Environmental Studies
United Real Estate Services Inc October 2013 - Present
Spasso April 2012 - July 2013
Century 21 Calabrese Realty April 2012 - December 2012
Merrill Lynch June 2011 - April 2012
Kervan Kabob House September 2004 - May 2011
Skills
Micros, Goal Oriented, Front Office, Bilingual-English/Spanis..., Salesforce.com, Morningstar, Customer Service, Microsoft Office, Thompson, Aloha, Strongly self-motivated, Intrapersonal Skills, Handle Multiple..., Meet Deadlines, Assisting First Time..., Home Staging, Real Estate Financing, Property Management, Highly motivated...
Education
Montclair State University 2007 — 2012
Bachelor of Applied Science (BASc), Finance and Economics
Centre Lane Partners, LLC March 2015 - Present
Citi July 2013 - March 2015
Direct Edge May 2012 - June 2013
State Street Bank June 2010 - May 2012
Merrill Lynch August 2009 - May 2010
Skills
Finance, Bloomberg, General Ledger, Portfolio Management, Investments, Alternative Investments, Financial Statements, Asset Allocation, Accounting, Market Research, MS Excel Pivot Tables, Microsoft Excel, Conditional and Nested..., Excel Charts, SQL, Financial Reporting, Financial Analysis, Microsoft Office, PowerPoint, Private Equity, Analysis, Financial Accounting
Education
Montclair State University 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Raymond James Financial, Inc. March 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation 2010 - 2014
Merrill Lynch 1994 - 2002
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor’s Degree
Montana State University-Bozeman 1990 — 1991
American Funds April 2013 - Present
Coates Analytics September 2009 - December 2012
First American Funds March 2007 - October 2008
Merrill Lynch October 2004 - March 2006
Skills
Mutual Funds, CRM, Product Management, Due Diligence, Financial Advisory, Marketing, Strategic Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Asset Management, ETFs, Investments
Education
Montclair State University 2002 — 2004
MBA, Finance
Bank of Bozeman June 2014 - Present
Bank of Bozeman January 2013 - June 2014
Merrill Lynch January 2012 - January 2013
First Interstate Bank April 2011 - December 2011
First Interstate Bank March 2005 - April 2011
First Interstate Bank July 2004 - April 2005
First Interstate Bank November 2000 - July 2004
Skills
Customer Service, Customer Relations, Cash Flow Management, Cash Flow, Retirement Planning, Portfolio Management, Personal Financial..., Financial Markets, Management, Commercial Lending, Small Business, Lines Of Credit, Credit, Banking, Financial Analysis, Commercial Banking, Loans, Insurance, Consumer Lending, Finance, Leadership
Education
Montana State University-Bozeman 1999 — 2003
Bachelor of Sicence, Finance
Rocky Mountain College 1996 — 1998
Aviation
SUEZ environnement June 2009 - Present
Morgan Stanley December 2006 - June 2008
Morgan Stanley October 2004 - December 2006
Merrill Lynch August 1998 - May 2004
Merrill Lynch June 1996 - August 1998
Skills
Organizational..., Talent Management, Leadership Development, Workshop Facilitation, Program Management, Program Development, Internal Communications, Performance Management
Education
Montclair State University
B.S.
Rutgers, The State University of New Jersey-Newark
AstraVault September 2012 - Present
Learn-It Systems August 2009 - January 2013
Televisa Publishing + Digital August 2007 - July 2009
Televisa Publishing + Digital July 2004 - July 2007
Smith Barney March 2001 - June 2004
Merrill Lynch September 1999 - February 2001
Skills
Budgets, Public Speaking, Management, Social Media, Marketing, Social Media Marketing, Team Building, Strategic Planning, Event Management, Spanish, Marketing Communications, Customer Service, Digital Media, Marketing Strategy, Advertising, New Business Development, Research, Community Outreach, Event Planning, Public Relations, Business Development, Digital Marketing, Online Advertising, Online Marketing, Media Planning, Salesforce.com
Education
Laredo Group
Interactive Advertising
Montclair State University
NYU School of Professional Studies
Magazine and Website Publishing
TD October 2012 - Present
Infosys April 2012 - October 2012
UBS Wealth Management August 2011 - February 2012
Merrill Lynch March 2010 - August 2011
SCANA(Consultant)/SystemTec Information Technology August 2009 - March 2010
Broadridge ICS December 2007 - August 2009
Paychex July 2006 - October 2007
Paychex July 1998 - October 2007
Skills
COBOL, DB2, JCL, VSAM, SQL, XML, IBM Mainframe, Requirements Analysis, Business Analysis, Databases, SDLC, Mainframe, Java, Unix, Access, Visio, Endeavor, MVS, Fileaid, Oracle, Business Requirements, Software Project..., PL/SQL, SOA
Education
Rhodes Colleges 1996 — 1998
science, programming technics, business applications, accounting
Monroe Community College 1992 — 1993
various programming classes, General
Kiyv Polytech Institute 1987 — 1990
computer technique, informatica
MetLife May 2004 - August 2011
June Media Inc January 2002 - April 2004
Matlen Silver December 1995 - December 2001
Merrill Lynch May 1993 - September 1995
Skills
SQL, Oracle, Market Data, SOA, Derivatives, Java, C#, Perl, ITIL, Equities, Bloomberg, TOGAF, Enterprise Architecture, Swaps, Fixed Income, Electronic Trading, Securities, Credit Derivatives, Market Risk, Options, Asset Management, Software Development, Trading Systems, Risk Management, Bonds, Portfolio Management, Capital Markets, SDLC, Microsoft SQL Server, FX Options, Mutual Funds, Collateral Management, Structured Products, Foreign Exchange
Education
www.OpenGroup.Org 2010 — 2010
Certificate, TOGAF - Enterprise Architecture Development Methodology
New York Institute of Finance 2006 — 2008
Certificate, Fixed Income / Derivatives Instruments
New Jersey Institute of Technology 1998 — 2000
MS, Computer Science
Montclair State University 1993 — 1995
BS, Computer Science
CSAV April 2010 - September 2014
Franklin Templeton Investments November 2007 - February 2009
Merrill Lynch November 2005 - November 2007
Skills
Accounting, Bloomberg, Auditing, Financial Analysis, Financial Accounting, Tax, Corporate Finance, Account Reconciliation, Data Analysis, Cash Management, Financial Services, Financial Reporting, Investments, Financial Modeling, Finance
Education
Rutgers University-New Brunswick 2009 — 2009
MS, Accounting
Montclair State University 2006 — 2008
MBA, Finance
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
Law Office of Raymond A. Kenney, PLLC December 2008 - Present
Platt&Westby, PC December 2006 - December 2008
J. Phillip Glasscock, P.C. April 2002 - September 2006
New Community Corporation January 2001 - January 2002
Rutgers Technical Training Program January 1999 - January 2001
Rutgers Technical Training Program January 1996 - January 1999
Charles Schwab 1994 - 1995
Merrill Lynch January 1993 - January 1994
Attorney Raymond A. Kenney Esq. Solo Law Practice January 1991 - January 1993
Lum, Hoens, Conant and Danzis, PC January 1988 - January 1990
Skills
Family Law, Probate, LLC, Employment Contracts, Wills, Commercial Litigation, Bankruptcy, Trusts, Civil Litigation, Corporate Law, Legal Research, Litigation, Legal Services, Powers of Attorney, Guardianship, Estate Planning, Estate Administration, Real Estate, Business Formation, Employment Law, Courts, Negotiating Contracts, Contract Negotiation, Legal Writing, Torts, Disputes, Civil, Employment Litigation, Asset Protection, Wrongful Death, Legal Assistance, Arbitration, Probation, Personal Injury, Medical Malpractice, Trials, Depositions, Alternative Dispute..., Mediation, Hearings, Motions, Insurance Law, Domestic Relations
Education
Seton Hall University School of Law 1984 — 1987
J.D., Law
Montclair State University 1979 — 1983
B.A., Political Science Major
Royal Bank of Scotland August 2009 - Present
UBS Investment Bank March 2002 - November 2008
Merrill Lynch 2000 - 2002
Barclays Capital 1999 - 2000
Lehman Brothers 1997 - 1999
Prudential Financial 1995 - 1997
First Fidelity Bank 1993 - 1995
Skills
Derivatives, Capital Markets, FX Options
Education
Montclair State University 1989 — 1993
Finance/Business Administration, Finance/Business Administration
Merrill Lynch November 2011 - March 2015
RBC Wealth Management October 2003 - October 2005
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 66
Education
Montana State University-Billings
Lucas Capital Management, LLC January 2005 - Present
Fox Asset Management LLC - an Eaton Vance company September 1996 - January 2005
Merrill Lynch June 1993 - September 1996
Skills
Proficient using all MS..., Advent Axys & Dataport, Proficient in ACT!, Public Speaking, Trading, Asset Management, Investments, Customer Relations, Portfolio Management, Equities, Asset Managment, Bloomberg, Financial Modeling, Asset Allocation, Alternative Investments, Customer Service, Hedge Funds, Series 7, Mutual Funds
Education
Montclair State University 1986 — 1990
Bachelor of Arts (B.A.), Political Science with a minor/certificate in Paralegal Studies
Connecticut School of Broadcasting 1991 — 1992
Merrill Lynch January 2015 - Present
Work Out World November 2013 - July 2014
Soleil Tans January 2013 - November 2013
Costco Wholesale May 2011 - November 2012
Guess November 2010 - June 2011
Skills
Microsoft Office, Sales, Customer Service, Retail, Merchandising, Microsoft Excel, Microsoft Word, Inventory Management, PowerPoint, Time Management, Social Media, Teamwork, Customer Satisfaction, Marketing, Outlook, Event Planning, Data Entry, Retail Sales, Store Management, Telephone Skills, Team Leadership, Store Operations, Interviews, Public Speaking, Recruiting
Education
Montclair State University 2012 — 2014
BS, Marketing/Marketing Management, General
Middlesex County College 2009 — 2011
BA, English
JPMorgan Chase Bank, N.A. December 2008 - Present
Merrill Lynch August 2007 - December 2008
A.G. Edwards & Sons, Inc. March 2004 - August 2007
Morgan Stanley May 2001 - August 2003
Education
Montclair State University 1998 — 2001
B.A., Economics
Bloomfield High School 1992 — 1996
Merrill Lynch November 2007 - August 2013
Skills
Investments, Customer Service, Microsoft Office, Banking, Financial Analysis, Portfolio Management, Finance, Leadership, Financial Services, Sales
Education
Montana State University-Bozeman
TD January 2014 - Present
TD May 2013 - Present
ZogSports June 2013 - Present
TD November 2008 - May 2013
Merrill Lynch 2012 - 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Banking, Microsoft Excel, Customer Service, Financial Analysis, Finance, Retail, Social Networking, Marketing, Public Speaking, Sales
Education
Montclair State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration, Concentration in Finance.
Montclair State University
Bachelor's degree, Finance, General
Investors Bank September 2006 - Present
Independence Community Bank 2002 - 2006
Merrill Lynch 2000 - 2002
Skills
Credit Risk, Finance, Banking, Loans, Retail Banking, Credit, Credit Analysis, Mortgage Lending, Commercial Banking, Small Business Lending, Cash Management, Financial Risk, Loan Origination, Portfolio Management, Financial Analysis
Education
Montclair State University 1977 — 1985
BA, Economics
Indian Hills High School
Harris Corporation May 2015 - Present
Exelis October 2013 - May 2015
Exelis May 2012 - October 2013
Exelis July 2011 - May 2012
Merrill Lynch June 2010 - January 2011
Sodexo February 2009 - November 2010
Valley Pharmacy August 2005 - December 2008
Skills
Accounting, Hyperion Enterprise, Variance Analysis, Analysis, QuickBooks, Journal Entries, Microsoft Office, FDM, Forecasting, Business Objects, Hyperion Planning, Smartview, Costpoint, Hyperion Reports, MS Office Suite, Organization Skills, Infinium/AS400, Essbase, Hyperion Financial..., Hyperion, Financial Reporting, Auditing, Finance, Microsoft Excel
Education
Montclair State University 2008 — 2012
Bachelor of Science (BS), Accounting
The Mutual Fund Store December 2011 - Present
The Mutual Fund Store December 2011 - Present
Merrill Lynch January 2010 - December 2011
Paychex June 2009 - February 2010
Allstate Insurance May 1996 - September 2008
AT&T January 1993 - January 1996
AT&T January 1981 - January 1993
Skills
Wealth Management, Retirement Planning, Investments, 401k, Investment Strategies, Mutual Funds, IRAs, Financial Advisory, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, Leadership, Estate Planning, Insurance, Securities, Finance, Financial Services, Financial Planners, Fixed Annuities, Alternative Investments, Series 7, Series 63, Series 65, Financial Planning
Education
Monroe Community College 1979 — 1981
Associates, Accounting
Thomas Edison College
B.A, Business Administration
Merrill Lynch August 2014 - Present
Tabernacle Elementary School August 2010 - June 2014
Skills
Public Speaking, Customer Service, Strategic Planning, Finance, Leadership, Research, Social Media, Microsoft Office, Retirement Planning, Management, Strategic Financial..., Business Strategy
Education
The College of New Jersey 2009 — 2010
Master of Arts (M.A.), Elementary Education and Teaching
Montclair State University 2003 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Kicking World, LLC May 2004 - Present
Endavo Media and Communications, Inc. October 2009 - July 2010
Monetize Media, Inc. May 2009 - October 2009
Merrill Lynch March 2005 - February 2007
Honda of America March 2004 - February 2005
CDW May 2003 - March 2004
Skills
Marketing Strategy, Online Marketing, SEO, Social Media Marketing, Social Networking, Coaching, Teaching, Marketing, Entrepreneurship, Email Marketing, Public Speaking, Management, Direct Marketing, Sports Management, Communications, Football Coaching, Kicking Coach, Punting Coach, Training, Football Camps, Private Instruction, Business Development, Advertising, Start-ups, Social Media, Published Author, Delivering Results, Result Oriented Approach, Sales, Sales Process, Business Process, Process Improvement, Logistics, Continuous Improvement, Technology, Mobile Applications
Education
Montclair State University 1999 — 2003
B.S., Business Administration: Marketing
U.S. Financial Services, LLC October 2014 - Present
Merrill Lynch February 2014 - October 2014
Merrill Lynch March 2011 - January 2014
Skills
Financial Planning, Wealth Management, Retirement Planning, Strategy, 401k Rollovers, Financial Analysis, Financial Services, Strategic Planning, Relationship Management, Social Security, Customer Service, Succession Planning, Portfolio Management, Investment Management, Estate Tax Planning, Variable Annuities, Asset Allocation, Estate Planning, Investments, Asset Management, 401k, Investment Advisory, Financial Advisory, Disability Insurance, Long-term Care, Business Planning, Wealth Management..., Finance, Business Tax Planning, Series 7, Series 66, Mutual Funds, Securities, Insurance, Marketing, Equities, Financial Modeling, Retirement, Risk Management, Fixed Income, Investment Strategies, Life Insurance, Personal Tax Planning, Employee Benefits, Bonds, Philanthropy, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint
Education
Montclair State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Mount Olive High School 2001 — 2005
Business, Business
Legal Sea Foods June 2015 - Present
Second Time Around May 2015 - Present
Merrill Lynch July 2015 - August 2015
vineyard vines December 2014 - January 2015
Drip Coffee April 2013 - August 2014
Fashion Institute of Technology November 2013 - December 2013
Skills
Fashion Blogging, Social Media, Styling, Retail Sales, Makeup Artistry, Social Networking
Education
Montclair State University 2014 — 2018
Bachelor's degree, Fashion Merchandising
Madison High School 2009 — 2014
Merrill Lynch May 2015 - Present
Skills
Time Management, Organization Skills, Data Analysis, Teamwork, Communication
Education
Montclair State University 2012 — 2016
Bachelor’s Degree, Finance, Economics, Real Estate, 3.8 GPA
Cedar Grove High School 2008 — 2012
3.9 GPA
Merrill Edge May 2014 - Present
Bank of America May 2014 - Present
Northwestern Mutual Financial Network 2010 - December 2013
New York Life Insurance Company 2009 - 2010
Federal Reserve Bank of New York 1982 - 1987
Merrill Lynch 1981 - 1982
Skills
Securities, Insurance, Finance, Banking, Small Business, Disability Insurance, Long-term Care, Business Planning, Fixed Annuities, Retirement Planning, Investments, Estate Planning
Education
Montclair State University 1976 — 1979
B.A., Economics
Merrill Lynch July 2013 - Present
Automatic Data Processing October 2011 - July 2013
Olympia Asset Management Ltd January 2008 - August 2011
Skills
adp payroll, Franchise Sales, Sales, Employment Law..., Compliance, outside sales, Outside Sales, inside sales, ADP Payroll, Salesforce.com, Account Management, Cold Calling, Employee Benefits, Benefits Administration, Sales Process
Education
Montclair State University
Bleakley Financial Group March 2015 - Present
Northwestern Mutual December 2003 - February 2015
Northwestern Mutual April 2003 - December 2003
Merrill Lynch May 2002 - April 2003
Education
Montclair State University 1999 — 2003
Business, Finance
Altitude Staffing August 2012 - Present
V.E.C.S. Group, LLC October 2004 - July 2012
MTM Design Group Inc. May 2001 - June 2009
L & I Associates Inc. January 1999 - May 2001
Edwards & Kelcey October 1996 - January 1999
BRUNS-PAK January 1995 - September 1996
Merrill Lynch October 1993 - December 1994
Skills
AutoCAD Instructor, Zoning Specialist, Facility As-builts, AutoCAD, Microsoft Office, Project Management, Microsoft Excel, PowerPoint, HVAC, Construction Management, Research, Construction, Submittals, Space-planning, Construction Drawings, CAD, Project Planning, Leadership, Zoning, Revit, Process Scheduler, Adobe Creative Suite, Contract Management, Telecommunications, Recruiting, Budgets, Business Development, Staffing Services, Contract Recruitment, Management, Highly responsible, Customer Service, Highly personable, Screening Resumes
Education
Montclair State University 1990 — 1994
Bachelor of Science, Industrial Technology
Fidelis Care September 2015 - Present
Weight Watchers September 2014 - September 2015
Johnson & Johnson June 2014 - September 2014
Express Scripts 2007 - 2014
Verizon Wireless 2005 - 2007
Merrill Lynch 2000 - 2005
Skills
Healthcare, Healthcare Information..., IT Project Leadership, Project Management, Project Management Plan, Technical Writing, Requirements Analysis, Healthcare Management, Access, Software Documentation, Management, Leadership, SDLC, Team Building, Quality Assurance, Visio, Training, Process Improvement, Vendor Management, Cross-functional Team..., Requirements Gathering, HIPAA, Business Process..., Analysis, Business Analysis, Business Requirements, Business Process, CRM, SQL, Project Delivery, User Acceptance Testing, Agile Methodologies, Databases, Data Modeling
Education
Montclair State University
Master's degree, Human Services, General
University of Delaware
Bachelor of Arts (BA), Psychology & Philosophy
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch August 2009 - December 2013
Merrill Lynch January 2008 - August 2009
Skills
Equities, Fixed Income, Bloomberg, Series 7, Capital Markets, Securities, Alternative Investments, Hedge Funds, Portfolio Management, Options, Trading, Risk Management, Investment Banking, Derivatives, Bonds
Education
Montclair State University
Bachelor of Business Administration (BBA), Finance, General
Healthcare Industry October 2009 - Present
Ladies First Shoe Boutique 2011 - 2014
Ladies First Shoe Boutique 2011 - 2014
Merrill Lynch 1990 - 2000
Merrill Lynch 1990 - 1999
Cellular 1 1988 - 1990
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Customer Service, Research, Fundraising
Education
Monroe Community College 1978 — 1981
Allstate May 2014 - Present
Merrill Lynch January 2014 - April 2014
New Jersey Economic Development Authority May 2013 - July 2013
Pilot Catastrophe Service November 2012 - December 2012
Merck May 2012 - October 2012
Rumson-Fair Haven High School February 2012 - May 2012
Cooper Rehabilitation and Sports Therapy September 2010 - January 2012
Ahmuty, Demers and McManus January 2008 - September 2010
New Jersey Sports Exposition and Authority March 2002 - April 2005
Skills
Teaching, Microsoft Office, Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, English, Coaching, Strategic Planning, Curriculum Development, Social Media
Education
Montclair State University 1999 — 2004
Bachelor of Arts (BA), Sociology
International Freight Transport (IFT) March 2014 - Present
Statewide Carriers (formerly Interstate Transport) July 2007 - March 2014
Merrill Lynch July 2006 - July 2007
Merrill Lynch January 2006 - May 2006
Private Residence March 2000 - May 2006
Skills
Insurance, Transportation, Logistics, Shipping, Supply Chain Management, Transportation..., Container, International Trade, Logistics Management, Forecasting, Customer Service, Management, Warehousing, Operations Management, Freight
Education
Montclair State University 2002 — 2006
Bachelor of Arts, Consumer Affairs/International Business
Vernovis January 2014 - Present
Coastal Habitat for Humanity November 2013 - January 2014
Robert Half Finance & Accounting January 1997 - October 2013
Talbots, Fidelity, Scudder Stevens & Clark 1992 - 1995
Merrill Lynch 1991 - 1992
Skills
Recruiting, Payroll, Technical Recruiting, Human Resources, Talent Acquisition, College Recruiting, Applicant Tracking..., Accounting, Internet Recruiting, Auditing, Benefits Negotiation, Contract Recruitment, Employee Benefits, Interviews, Leadership, Onboarding, PeopleSoft, Permanent Placement, Staffing Services, Temporary Placement, Temporary Staffing, Training
Education
Montclair State University 1980 — 1984
Bachelor of Science (BS), Marketing/Management
Colonia Sr. High 1976 — 1980
Vanguard March 2008 - Present
Vanguard October 2000 - March 2008
Merrill Lynch January 1999 - October 2000
Merrill Lynch January 1997 - January 1999
Skills
Employee Benefits, Program Management, Financial Services, Management, Relationship Management, Mutual Funds, Retirement, 401k, Process Improvement, CRM, Risk Management, Investments, Wealth Management
Education
Montclair State University 1986 — 1990
Bachelor of Arts, Economics
Montclair State University
Bachelor of Arts (B.A.), Economics
Montclair State University
Merrill Lynch June 2008 - Present
Morgan Stanley May 2000 - May 2008
Education
Montclair State University 1985 — 1991
JPMorgan Chase March 2008 - Present
Merrill Lynch 1996 - 1998
Education
Montclair State University 1986 — 1990
BS, Computer Science
Fairleigh Dickinson University-Florham Campus
MIS
Kalmar Nyckel August 2014 - Present
Deutsche Bank February 2004 - March 2014
Shering Plough June 2003 - February 2004
Merrill Lynch October 1995 - April 2003
Jet Aviation May 1984 - October 1995
St Anne's School September 1983 - May 1984
Hoboken Board of Education December 1981 - June 1983
US Navy October 1977 - October 1981
Skills
Flash Design, Dreamweaver, Photoshop, Asset Managment
Education
Montclair State University 1991 — 1995
MA, Supervision and Administration of Training
New Jersey City University
BA, History and Education
SAP October 2010 - December 2012
Credit Suisse First Boston August 2009 - August 2010
Dexia Credit Local November 2008 - December 2008
Merrill Lynch July 2006 - May 2008
The Children's Place 2004 - 2006
Montclair State University July 2002 - August 2004
Skills
Data Analysis, Access, SQL, Software Documentation, Management, Budgets, Vendor Management, Business Analysis, Visio, Project Management, Analytics, CRM, Analysis, Business Intelligence, Training
Education
Montclair State University 2000 — 2004
Bachelor of Science (B.S.), Marketing and International Business
merrill lynch October 2007 - Present
Skills
Series 7, Wealth Management, Series 63, FINRA, Financial Services, Series 65, Strategic Planning, Change Management, Series 24
Education
Montclair State University 1981 — 1984
The New School November 2014 - Present
GT Nexus Inc. May 2010 - October 2014
Merrill Lynch June 2008 - December 2009
Montclair State University January 2005 - May 2008
Skills
Supply Chain, SaaS, Business Analysis, Business Workflows, Business Integration, System Testing, Functional..., System Monitoring, Technical Documentation, Systems Analysis, Data Analysis, Problem Analysis, Change Management, Performance Enhancement, Application Support, Service Level Agreements, SDLC, Technical Liaison, Batch Files, Batch Processing, Cloud Computing, Network Adapters, EDI, AS2.0, SFTP, Visio, JIRA, NetSuite, Splunk, UltraEdit, Araxis Merge, Professional Services, SQL, Requirements Gathering, Management, Software Documentation, Integration
Education
Montclair State University 2004 — 2008
Bachelor of Arts, Sociology
The First Academy July 2013 - Present
Merrill Lynch September 2002 - August 2005
Skills
Social Media, PowerPoint, Investment Properties, Business Management, Office systems..., Paralegal, Property Management, Microsoft Word, QuickBooks, Mac, Microsoft Excel
Education
Montclair State University 2001 — 2005
Bachelor's Degree, Business
FINRA January 2010 - Present
UBS Wealth Management October 2007 - January 2010
UBS Wealth Management April 2004 - October 2007
Merrill Lynch 1999 - 2002
Vail Resorts 1997 - 1999
Johns Hopkins Hospital 1997 - 1997
Skills
Risk Management, Internal Audit, Fraud Investigations
Education
Montclair State University 2005 — 2008
MBA, Accounting
University of Delaware 1993 — 1997
BS
Federal Reserve Bank of New York April 2011 - Present
BofA Merrill Lynch February 2010 - December 2010
UnitedHealth Group August 2009 - February 2010
Brown Brothers Harriman August 2008 - December 2008
Bank of America June 2007 - June 2008
US Trust July 2003 - June 2007
Alliance Capital December 1997 - December 2002
Citibank January 1995 - December 1997
Bank of New York Mellon December 1989 - July 1993
Merrill Lynch April 1988 - December 1989
Education
Montclair State University 1978 — 1983
BS, Computer Science
Merrill Lynch September 2011 - Present
Merrill Lynch September 2011 - Present
Merrill Lynch July 2006 - October 2007
Education
Montclair State University 1987 — 1991
BS
Miami International Holdings March 2011 - Present
NASDAQ OMX February 2010 - March 2011
NASDAQ OMX January 2009 - February 2010
Philadelphia Stock Exchange February 2006 - January 2009
Philadelphia Stock Exchange January 2003 - January 2006
Nortel Networks 1991 - 2003
Bay Networks 1994 - 1999
SynOptics Communications 1991 - 1993
Merrill Lynch 1989 - 1991
Skills
Data Center, Disaster Recovery, Cloud Computing, Market Data, TCP/IP, Network Architecture, Security, Firewalls, SDLC, Network Administration, VoIP, Integration, Electronic Trading, IT Management, Information Technology, Business Continuity, Networking, Managed Services, Network Design, Ultra Low Latency, Systems Engineering, Open Systems..., Budgets, Strategic Technology..., Strategic Technology..., Strategic Planning, System Architecture, Cisco Technologies, Dell PowerEdge Servers, Trading Systems, Contract Management, Contract Negotiation, Electrical Engineering, Electric Power, Operational Planning, IT Operations, Purchasing Negotiation, Enterprise Storage, Storage Architecture, Equity Derivatives, Fiber Optic Networks, Equities, Options, Real Time Monitoring, IT Infrastructure Design, IT Infrastructure..., IT Infrastructure..., Customer Service, Communication Skills, Leadership
Education
RETS 1986 — 1989
AAS, Electronic Engineering
Montclair State University
Business Administration
JNC Associates Sr Vice President Chief EngineerBank of AmericaApril 2010 - Present
Merrill Lynch 1995 - Present
Skills
IT Strategy
Education
Montclair State University
Bank of America Merrill Lynch December 2010 - Present
Merrill Lynch July 1999 - December 2010
Skills
Equity Derivatives, Options, Equities, Trading, Electronic Trading, Series 7, Derivatives, Bonds, Trading Systems, Financial Risk, Market Making, Fixed Income, Credit Derivatives, Market Data, Capital Markets, Android SDK, Android Development
Education
Saint Peter's University 1991 — 1995
MBA
Montclair State University
BA, English Literature, Computer Science, Russian Language
Merrill Lynch July 2011 - Present
Resources Global Professionals June 2002 - July 2011
Covance 2008 - 2010
PricewaterhouseCoopers September 1995 - September 2000
Skills
Sarbanes-Oxley Act, Business Process..., Internal Controls, Internal Audit
Education
Montclair State University
Teva Pharmaceuticals March 2012 - Present
Millennium Practice Management May 2010 - March 2012
Supreme Lite Industries June 2008 - August 2009
Merrill Lynch 1997 - 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, Budgets, Hedge Funds, Marketing, Securities, Series 7, Microsoft Word
Education
University of Rhode Island 1990 — 1994
Bachelor Science
Montclair State University
Masters Coursework
KPMG February 2007 - Present
KPMG US March 2006 - February 2007
KPMG US August 2003 - March 2006
Merrill Lynch July 2002 - August 2003
Merrill Lynch June 2001 - July 2002
Merrill Lynch January 2000 - June 2001
Rutgers University February 1996 - May 2000
Skills
Microsoft Excel, Project Management, Strategic Planning, Change Management, Microsoft Office, PowerPoint, Process Improvement, Budgets, Financial Analysis, Mergers, Management Consulting, Accounting, Microsoft Word, Recruiting, Business Strategy, Program Management, Risk Management, Business Analysis, Team Building, Negotiation, Organizational..., Deferred Compensation, Personnel Management, Human Resources
Education
Montclair State University 1998 — 2002
MA, Industrial Organizational Psychology
Rutgers University-New Brunswick 1994 — 1998
BA, Psychology
DKM Family Enterprises Inc January 2013 - Present
Macquarie Bank February 2009 - January 2013
KBC Financial Products April 2005 - February 2009
Natixis July 2003 - April 2005
Merrill Lynch September 2000 - July 2003
JP Morgan November 1997 - September 2000
American International Group December 1993 - November 1997
Skills
Investment Banking, Fixed Income, Derivatives, Risk Management, Equities, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Credit, Equity Derivatives, Finance, Financial Modeling, Financial Services, Hedge Funds, Trading
Education
Montclair State University 1989 — 1993
B.B.A, Accounting and Finance
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch May 2006 - February 2010
Merrill Lynch May 2005 - May 2006
Merrill Lynch October 2001 - May 2005
Skills
Equities, Financial Services, Trading, Business Development, Project Management
Education
Montclair State University 1989 — 1993
BA
Josh Croes Yoga December 2013 - Present
Jane St. Capital October 2008 - Present
Merrill Lynch 2006 - 2008
American International Group April 2003 - September 2006
Skills
Budgets, Forecasting, Finance, Accounting, Financial Analysis, Financial Modeling, Financial Services, Risk Management, Process Improvement, Fixed Income, Business Analysis, Bloomberg, Banking, Series 7, Microsoft Excel, Hatha Yoga, Meditation, Trading Operations, Operations Management, pranayama, Derivatives, Time Management, Management, Equities, Capital Markets, Access, Employee Benefits, Performance Management, Insurance, Asset Management, Portfolio Management, Mutual Funds, Valuation, Financial Reporting, Corporate Finance
Education
Montclair State University 2003 — 2005
MBA, Business
Montclair State University 1999 — 2002
BS, Finance
Bank of America/Merrill Lynch March 2009 - Present
BlackRock March 2008 - November 2008
Merrill Lynch May 2006 - March 2008
Merrill Lynch August 2004 - May 2006
Education
Montclair State University 1992 — 1996
BA, English/Journalism
Sun microsystems 2005 - Present
Sun Microsystems February 2005 - January 2010
Immedient Corporation 2003 - February 2005
D&B [DUN & BRADSTREET] June 2002 - October 2002
Merrill Lynch January 2002 - April 2002
Sun Microsystems 1998 - 2001
Rho Consulting 1997 - 1998
Education
Montclair State University
BA, Education
Merrill Lynch April 1999 - Present
Bank of America 1999 - Present
Skills
SDLC, Business Analysis, Vendor Management, Risk Management, Data Analysis, Data Warehousing, Visio, Requirements Analysis, Financial Services, Process Improvement, Business Intelligence, Program Management, Requirements Gathering, SQL, SAS, Change Management, Enterprise Architecture, Software Project..., Project Management, Analysis
Education
Montclair State University 1979 — 1981
Computer and Information Sciences and Support Services
West Virgina Wesleyan 1981 — 1983
Bachelor of Arts (B.A.), Psychology
Chubb Institute 1998 — 1998
Unity Charter School August 2012 - Present
Corporate Services April 2009 - July 2009
Merrill Lynch January 1997 - April 2009
Education
Montclair State University 1988 — 1992
Bachelors, Business, Management & Marketing
Essextec May 2015 - Present
Gemini Systems May 2012 - Present
Rehab Alternatives September 2014 - January 2015
InDorse Technologies May 2011 - May 2012
Merrill Lynch 2009 - October 2011
Congressman Frelinghuysen August 2009 - September 2009
AIPAC June 2008 - August 2008
Skills
Field Marketing, Corporate Events, Enterprise Software, Marketing, Event Planning, Events Coordination, Sales, Sales Process, Salesforce.com, Account Management, Channel Partners, Solution Selling, Cloud Computing, Relationship Management, SaaS, CRM, Cold Calling, Competitive Analysis, Strategic Partnerships, Professional Services, Social Media, Program Management, Selling, Business Development, Direct Sales, SharePoint, Management, Lead Generation, Leadership, SugarCRM, Social Technologies, Team Leadership, Strategic Planning, Marketing Strategy, Business Intelligence, Product Management, Vendor Management, New Business Development, Strategy, Digital Marketing, Product Marketing, Business Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Social Media Marketing
Education
Montclair State University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Union College
History
Mondelēz International November 2014 - Present
Mondelēz International March 2012 - November 2014
Kraft Foods July 2010 - March 2012
Rutgers University May 2008 - May 2010
Kraft Foods May 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Skills
Management, Retail, Sales, Consumer Products, Customer Insight, Competitive Analysis, Forecasting, Shopper Marketing, AC Nielsen, Microsoft Excel, Leadership, Sales Management, Microsoft Office, Team Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Science, Marketing
Montclair State University 2005 — 2007
Marketing
Swan Woodworking Machinery March 2005 - January 2012
Swan Woodworking Machinery 2007 - January 2011
Merrill Lynch April 2005 - September 2007
Intermountain Wood Products 1986 - 2005
Skills
Insurance, Sales Management, Marketing, Sales, Coaching, Non-profits, Microsoft Office, Account Management, Public Speaking, Customer Service, Negotiation, Microsoft Excel, Strategic Planning, Marketing Strategy, New Business Development
Education
Montana State University Billings 2013 — 2014
Masters Education, Educational Technology, Advanced Programs in Educational Computing
Montana State University-Billings 2012 — 2013
Master's Public Relations, 2013, Media and Society, Public Influence, Theory and Practice
Montana State University billings 2011 — 2013
BA History.History, MS Public Relations, M.Ed Educational Technology, History, Communications, Education
Montana State University-Billings 2011 — 2012
History/History, History, Dean's List
Regis College, Denver, Colorado 1979 — 1980
Business
Eastern Montana College 1967 — 1970
History/English
Merrill Lynch December 2014 - Present
Skills
Business Development, Management, Relationship Management, Finance, Sales Management
Education
University of Washington 2002 — 2004
Executive Masters, Business
Montana State University-Bozeman 1981 — 1987
Engineering
Lazard February 2002 - Present
Merrill Lynch Insurance Group 1999 - 2001
Merrill Lynch 1994 - 1999
Merrill Lynch October 1987 - 1994
Skills
Investment Banking, Asset Managment, Financial Analysis, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Investments, Asset Management, Analysis, Finance, Budgets, Forecasting, Business Strategy
Education
Montclair State University
BS, Accounting and Business Adminstration
Seton Hall University
MBA
Bank of New York Mellon September 2009 - Present
JP Morgan June 2008 - September 2009
Bear Stearns Financial Products September 2005 - June 2008
SMBC Capital Markets October 1989 - February 2003
Merrill Lynch September 1986 - October 1989
Banamex 1983 - 1986
Skills
Derivatives, Financial Risk, Fixed Income, Middle Office, Capital Markets, Equities, Swaps, Securities, Structured Products, Investment Banking, Structured Finance, Banking, Valuation, Risk Management, Financial Services
Education
Montclair State University 1978 — 1983
Bachelor of Science, Business Administration Management
Kean University
ADP August 2015 - Present
ADP March 2011 - August 2015
ADP April 2003 - February 2011
ADP September 2001 - March 2003
ADP September 2000 - August 2001
ADP September 1998 - August 2000
Merrill Lynch June 1997 - September 1998
Skills
Salesforce.com, Account Management, Employee Benefits, Essbase, Process Improvement, Strategic Planning, Financial Analysis, Sarbanes-Oxley Act
Education
Montclair State University 1999 — 2000
Classes toward MBA
Rutgers University 1993 — 1997
BS Accounting
Bloomfield HS 1989 — 1993
CSC December 2011 - October 2012
ManTech March 2009 - December 2011
CSC October 2005 - March 2009
Merrill Lynch September 1998 - October 2005
Skills
Security Clearance, PeopleSoft, Process Improvement, DoD, Leadership, Program Management, Financial Reporting, Accounting, Management, Project Planning, Costpoint
Education
Montclair State University 1994 — 1997
Bachelor of Science, Mathematics
Pennsbury School District May 2011 - Present
Council Rock School District November 2009 - July 2011
The Hanover Insurance Group May 1985 - July 2009
Merrill Lynch July 1989 - July 1990
Education
Montclair State University 1984 — 1988
BS, Business Administration
Central Park Group, LLC August 2013 - Present
SuperDerivatives March 2012 - July 2013
Merrill Lynch November 2004 - March 2012
GAIN Capital 2000 - 2002
Morgan Stanley January 1999 - April 2000
Skills
FX Options, Alternative Investments, Structured Products, Equities, Derivatives, Currency, Wealth Management, Fixed Income, High Net Worth..., Bonds, Commodity Markets, Exotic Derivatives, Investments, Portfolio Management, Trading, Valuation, Strategic Financial..., Series 7, Commodity, Trust Services
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Corporate Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
Post Bac Pre-Med, pre medicine
Montclair State University 1997 — 1999
B.S., Finance
Verizon Wireless March 2013 - Present
Merck June 2010 - December 2012
Merrill Lynch November 2009 - June 2010
KPMG April 2009 - November 2009
The Bank of New York November 1998 - February 2009
Skills
SAP, Data Analysis, Project Management, Visio, Business Intelligence, Requirements Gathering, Internal Controls, Accounting
Education
Montclair State University
Bachelor's degree, Business Administration/Management
Chubb Programming Institute, Parsippany NJ 1993 — 1994
Mainframe Programming Certificate
Merrill Lynch May 1995 - July 2014
Skills
Series 7, Financial Services, Workshop Facilitation, Series 63, Retirement Planning, Retirement, Microsoft Excel, HR Consulting, Payroll, Economics
Education
Montclair State University
BA, English/Liberal Arts
Ocean County College
Associates, English/Liberal Arts
Madison Logic August 2014 - Present
Pearson North America September 2013 - December 2013
Sinclair Broadcast Group May 2013 - July 2013
CBS Corporation January 2011 - April 2013
Standard & Poor's August 2010 - August 2011
Standard & Poor's June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Montclair State University November 2006 - May 2008
Skills
Client Liaison, Customer Service, Account Management, Sales, Marketing Communications, Phone Skills, Phone Etiquette, Answering Telephones, Data Entry, Database Administration, Telephone Skills, Digital Media, Microsoft Excel, Television, Marketing, Management, Microsoft Office, Social Media, Public Relations, Social Networking, Time Management, CRM, Online Advertising, Event Planning
Education
Montclair State University 2005 — 2010
BS, Business Administration concentration Marketing
Ramsey High School 2002 — 2005
High School Diploma
Dow Jones & Company 2014 - Present
Dow Jones & Company 2012 - 2014
Dow Jones & Company 2008 - March 2012
JPMorgan Chase 2000 - 2007
Societe Generale 1998 - 2000
Merrill Lynch 1996 - 1998
Financial Guaranty Insurance Company 1994 - 1996
Skills
Market Data, Financial Markets, Bloomberg, Equities, Financial Services, Capital Markets, Investment Banking, Fixed Income, Relationship Management, Content Management, Competitive Intelligence, Salesforce.com, Strategic Partnerships, Knowledge Management, Due Diligence, Product Management
Education
Rutgers University-New Brunswick 1990 — 1993
MLS, Business & Financial Reference Services
Montclair State University
BA, Economics
MedExpress Urgent Care October 2013 - Present
Target February 2011 - August 2013
Kings Super Markets October 2007 - July 2011
Merrill Lynch November 2007 - February 2011
Skills
Operations Management, Customer Service, Staff Management, Urgent Care, Budget Monitoring, Employee Recognition, Public Speaking, Marketing, Hiring, Key Performance..., Networking, Office Management, Employee Training
Education
Montclair State University 1996 — 2000
B.S. Business Administration, Business, Management, Marketing, and Related Support Services
Twin Peaks Inc August 2012 - December 2012
Braun Research Inc. December 2010 - December 2011
Merrill Lynch July 2010 - October 2010
Pfizer Inc June 2009 - August 2009
Montclair State University September 2005 - May 2009
Pfizer Inc June 2008 - July 2008
Blockbuster May 2005 - October 2006
Skills
Microsoft Office, Adobe Creative Suite, Social Networking, Marketing, CRM, Customer Service, SharePoint, Market Research, Sales, Research, Integrated Marketing, Leadership Development, Sales Operations, Retail, Photoshop, PowerPoint, Social Media, Facebook, Web Design, Microsoft Word, Microsoft Excel, Social Media Marketing, Data Entry, Arabic, Spanish, B2B, B2B Marketing, B2C, B2C marketing, Quota Management, Quota Achievement, Public Opinion Research, Marketing Research, Customer Surveys, Data Management, Telephone Interviewing, Advertising, Mac, InDesign, Illustrator, Graphic Design, Blogging, Time Management
Education
Rider University 2010 — 2011
Montclair State University 2005 — 2009
Bachelor of Arts, Graphic Design
Beth Israel Medical Center November 2008 - March 2010
Professional Service Group, New Brunswick, NJ June 2008 - September 2008
Merrill Lynch August 1984 - April 2007
Education
Help Desk Institute 2009 — 2009
Certifications, ITIL v2 Foundations, Support Center Analyst
T.H.E. Technologies 2007 — 2008
Certification, Technical Support Specialist
Computer Processing Institute 1984 — 1984
Technical Diploma, Business Computer Operations
William Paterson University of New Jersey 1981 — 1983
BA, Early Childhood Education
Montclair State University 1978 — 1981
N/A, Early Childhood Education
Superior Mortgage RealtorReal Estate AgentApril 1989 - February 1999
Merrill Lynch January 1977 - April 1984
Education
Montclair State University 1973 — 1976
BS, Business and Education
Office of the Comptroller of the Currency July 2002 - Present
Merrill Lynch September 1996 - 2002
Trust Co. of the West 1993 - 1994
Skills
Financial Analysis, Financial Risk, Credit, Risk Management, Credit Analysis, Internal Controls, Internal Audit, Financial Modeling, Operational Risk, Enterprise Risk...
Education
New York University 1986 — 1990
Master of Business Administration (MBA), Finance, General
Montclair State University 1982 — 1986
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Crédit Agricole CIB June 2015 - Present
Merrill Lynch November 2014 - June 2015
JH Darbie & Co. August 2014 - November 2014
Enterprise Rent-A-Car May 2014 - August 2014
Lowe's Home Improvement May 2013 - October 2013
Frenkel & Co., Inc. June 2011 - August 2011
Skills
Customer Service, Retail, Sales, Customer Satisfaction, Time Management, Merchandising, Retail Sales, Microsoft Excel, Cashiering, Microsoft Word, Microsoft Office, PowerPoint, Store Management, Leadership, Data Entry, Visual Merchandising, Teamwork, Outlook
Education
Montclair State University 2012 — 2015
Bachelor's Degree, Business Administration with Concentrations of Finance, Economics, and Management
Saint Peter's Preparatory School 2008 — 2012
Pfizer September 2014 - Present
Pfizer November 2009 - September 2014
Pfizer March 2009 - October 2009
Morgan Stanley July 2008 - March 2009
Merrill Lynch April 2006 - April 2008
Coty September 2002 - November 2005
Seagram April 2002 - April 2002
Datascope 1991 - 2000
Skills
Microsoft Office 2007, Word, Excel, PowerPoint, Bilingual-Spanish, Microsoft Excel, PowerPoint, Outlook, Public Speaking, Management, Human Resources, Project Management, Administration, Leadership, Team Leadership, Process Improvement, Change Management, Budgets, Access
Education
Montclair State University 2007 — 2011
Bachelor of Science, Int'l Business Management
Berkeley College of Business 1987 — 1988
Associates Degree, Business Administration
Fidelity Investments June 2014 - Present
Fidelity Investments March 2011 - June 2014
AIG September 2006 - October 2009
Ernst & Young October 2004 - July 2006
Merrill Lynch September 1993 - February 2004
United States Marine Corps February 1987 - April 1993
United Jersey Bank 1988 - 1993
Skills
Financial Reporting, Accounting, Hyperion, PeopleSoft, Financial Analysis, Financial Modeling, Compliance, Auditing, Reconciliation, Tax, Investments, Financial Planning, Variance Analysis, General Ledger, Internal Controls, Account Reconciliation, Valuation, Fixed Assets, Financial Control, Financial Accounting, Strategic Financial..., Analysis, Fixed Income, Mutual Funds, Bloomberg, Securities, Finance, Microsoft Excel, Financial Statements, Options, Sarbanes-Oxley Act, Accounts Receivable, Insurance, Hyperion Enterprise, Financial Audits
Education
Montclair State University 2004 — 2010
Bachelors of Science, Finance
Merrill Lynch 1992 - 2002
Education
Montclair State University 1988 — 1998
Bachelor's degree and 12 Credits towards a Master's of Teaching, Graphic Design
Weichert Realtors August 2012 - April 2014
MVP Financial May 2012 - April 2014
Nawi Leasing, Inc May 2011 - September 2011
Merrill Lynch 2011 - 2011
Etronics Worldwide 2006 - 2010
Wireless Source, Inc July 2009 - November 2009
Garden State Mortgage May 2007 - September 2007
Skills
Financial Planning, Portfolio Management, Financial Analysis, Calculations, Computer Literate, Customer Relations, Personal Finance, Managed Futures, Series 3, Introducing Broker, CTA, Series 30, FINRA, Sales, Strategic Financial..., Real Estate, Asset Allocation, Management, Investments, Customer Service, Finance
Education
Montclair State University 2009 — 2012
Bachelor of Arts (BA), Finance and Management, 3.8 (Magna Cum Laude)
Rutgers University 2008 — 2009
Fisher Investments January 2014 - Present
Self-Employed September 2009 - Present
Merrill Lynch September 2013 - December 2013
Lehrkind's Coca-Cola March 2009 - September 2013
Lehrkind's Coca-Cola September 2005 - March 2009
Montana State University August 2003 - May 2005
Farmers State Bank April 2002 - August 2003
Skills
Management, Customer Service, Project Planning, Training
Education
Montana State University-Bozeman
Bachelor of Science, Business Finance
Preferred Care at Home November 2014 - Present
New Jersey Sport & Spine Physical Therapy September 2014 - Present
Washington Township Board oF Educaion October 2012 - Present
Aramark Corp. at Drew University January 1998 - January 2010
Hertz Corporation January 1995 - January 1998
Hertz Corporation September 1992 - January 1995
Hertz Corporation April 1987 - September 1992
Merrill Lynch April 1985 - April 1987
Skills
Microsoft Office, Payroll Administration, Benefits Administration, Communication Skills, Employee Relations, Human Resources, Customer Service, Employee Benefits, ADP Payroll, Microsoft Excel, Outlook, Microsoft Word, New Hire Orientations, HR Policies, Onboarding, Payroll, Interviews, FMLA
Education
Montclair State University 1980 — 1985
Bachelor of Arts (BA), English
Bank of America January 2013 - Present
Bank October 2010 - January 2013
Bank of America January 2009 - October 2010
Merrill Lynch September 2005 - January 2009
Merrill Lynch September 2002 - September 2005
Spherion Technology 2001 - 2002
Lucent Technologies 2000 - 2001
Education
Montclair State University
Master's degree, Legal Studies / Dispute Resolution
William Paterson University of New Jersey
Bachelor's degree, Community Health Services/Liaison/Counseling
Merrill Lynch June 2009 - Present
Education
Montclair State University
Merrill Lynch February 2013 - Present
Kolmar Laboratories October 2005 - July 2012
Celgene May 2003 - September 2005
Skills
Equities
Education
Montclair State University 1994 — 1999
Bachelor of Science (BS), Biology, General
Merrill Lynch April 2015 - Present
MetLife 2014 - 2014
MetLife May 2012 - August 2012
Wells Fargo May 2011 - August 2011
Skills
Business Ethics, Honesty, Integrity, Interpersonal Skills, Communication, Prospecting Skills, Microsoft Technologies, Social Media, Influence Others, Team Leadership, Time Management
Education
Montclair State University 2014 — 2014
Bachelor's Degree, Political Science: International Relations
The Ohio State University 2012 — 2013
Bachelor's Degree, Economics
University of Hartford 2010 — 2012
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies