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
John DiGirolamo John DiGirolamo's Merrill Lynch Experience September 2010 - September 2012
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group October 2012 - Present
Merrill Lynch September 2010 - September 2012
Creative Financial Group September 2008 - August 2010
North East Knights, Ravenna Italy May 2005 - October 2007
Skills
Series 7, Series 63, Mutual Funds, Series 65, Asset Management, Separately Managed..., Investments, 401k, Alternative Investments, Retirement Planning, Uniform Combined State..., Wealth Management, Portfolio Optimization, Bonds, Equities, Investment Advisory, Asset Allocation, Hedge Funds, ETFs, Saving for Education, 401k Rollovers, Retirement, Fixed Income, Portfolio Management, Wealth Management..., IRAs, Salesforce.com, Brokerage, Broker-Dealer, Finance, Securities, Financial Services, Investment Strategies, Financial Planning, Financial Advisory, Management, Investment Management, Bloomberg, Risk Management, Life Insurance, Relationship Management, Insurance, Valuation, Capital Markets
Education
Mount Saint Mary's College 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Germantown Academy 1986 — 2000
Delaware Investments, a member of the Macquarie Group October 2012 - Present
Merrill Lynch September 2010 - September 2012
Creative Financial Group September 2008 - August 2010
North East Knights, Ravenna Italy May 2005 - October 2007
Skills
Series 7, Series 63, Mutual Funds, Series 65, Asset Management, Separately Managed..., Investments, 401k, Alternative Investments, Retirement Planning, Uniform Combined State..., Wealth Management, Portfolio Optimization, Bonds, Equities, Investment Advisory, Asset Allocation, Hedge Funds, ETFs, Saving for Education, 401k Rollovers, Retirement, Fixed Income, Portfolio Management, Wealth Management..., IRAs, Salesforce.com, Brokerage, Broker-Dealer, Finance, Securities, Financial Services, Investment Strategies, Financial Planning, Financial Advisory, Management, Investment Management, Bloomberg, Risk Management, Life Insurance, Relationship Management, Insurance, Valuation, Capital Markets
Education
Mount Saint Mary's College 2000 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Germantown Academy 1986 — 2000
Vicky Schippers Vicky Schippers's Merrill Lynch Experience 1975 - 1980
Job
Industry Writing and Editing
Experience
St. Vincent's Services 1996 - 2004
Moby Dick Toys 1986 - 1989
Merrill Lynch 1975 - 1980
The Wall Street Transcript 1970 - 1975
Skills
Grants, Microsoft Office, Customer Service, Microsoft Excel, English, Editing, Community Outreach, PowerPoint, Microsoft Word, Public Speaking, Research, Newsletters
Education
Muhlenberg College
Bachelor's degree, English Language and Literature/Letters
St. Vincent's Services 1996 - 2004
Moby Dick Toys 1986 - 1989
Merrill Lynch 1975 - 1980
The Wall Street Transcript 1970 - 1975
Skills
Grants, Microsoft Office, Customer Service, Microsoft Excel, English, Editing, Community Outreach, PowerPoint, Microsoft Word, Public Speaking, Research, Newsletters
Education
Muhlenberg College
Bachelor's degree, English Language and Literature/Letters
Diane Nudelman Diane Nudelman's Merrill Lynch Experience October 1994 - April 1997
Job Retired...for Now
Industry Marketing and Advertising
Experience
Swag Connection March 2002 - December 2014
Ecoswag.com January 2002 - December 2014
Advance Promotions March 2002 - January 2007
Mortgage Market, Inc. May 1997 - March 2002
Merrill Lynch October 1994 - April 1997
Skills
Direct Marketing, Presentation Folders, Swag, Uniform Programs, Marketing, Trade Shows, Direct Mail, Advertising, Sales, Corporate Gifts, Apparel, Blogging, Logo Design, Nonprofits, Corporate Branding, Start-ups, Entrepreneurship, Online Marketing
Education
Portland State University - School of Business 1981 — 1985
Bachelor of Arts, Finance & Law
Mt. Hood Community College 1981 — 1983
Associate, Business Management
Swag Connection March 2002 - December 2014
Ecoswag.com January 2002 - December 2014
Advance Promotions March 2002 - January 2007
Mortgage Market, Inc. May 1997 - March 2002
Merrill Lynch October 1994 - April 1997
Skills
Direct Marketing, Presentation Folders, Swag, Uniform Programs, Marketing, Trade Shows, Direct Mail, Advertising, Sales, Corporate Gifts, Apparel, Blogging, Logo Design, Nonprofits, Corporate Branding, Start-ups, Entrepreneurship, Online Marketing
Education
Portland State University - School of Business 1981 — 1985
Bachelor of Arts, Finance & Law
Mt. Hood Community College 1981 — 1983
Associate, Business Management
Brian Amendolair's Merrill Lynch Experience September 2015 - Present
Job Client Service Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Merrill Lynch May 2013 - September 2015
Merrill Lynch July 2010 - May 2013
Merrill Lynch October 2007 - July 2010
Skills
Series 7, Series 66, Mutual Funds, Retail Brokerage, Retirement Plans, 401k, Pensions, Customer Experience, Customer Retention, Investments, Finance, Asset Allocation, Microsoft Office, Financial Services, Financial Analysis, Portfolio Management, Wealth Management
Education
Muhlenberg College 2003 — 2007
BA, Marketing
Merrill Lynch September 2015 - Present
Merrill Lynch May 2013 - September 2015
Merrill Lynch July 2010 - May 2013
Merrill Lynch October 2007 - July 2010
Skills
Series 7, Series 66, Mutual Funds, Retail Brokerage, Retirement Plans, 401k, Pensions, Customer Experience, Customer Retention, Investments, Finance, Asset Allocation, Microsoft Office, Financial Services, Financial Analysis, Portfolio Management, Wealth Management
Education
Muhlenberg College 2003 — 2007
BA, Marketing
Ray Chase's Merrill Lynch Experience June 2011 - August 2011
Job NYU 2014
Industry Pharmaceuticals
Experience
Fullbridge August 2014 - August 2014
Normandy Real Estate Partners January 2012 - March 2014
Merrill Lynch June 2011 - August 2011
Skills
Spanish translation, Chinese, Microsoft Office, Lease Administration, Expense Reports, Client Co-ordination, Corporate Real Estate, PowerPoint, Commercial Real Estate, Leases, Microsoft Excel, Spanish, Financial Modeling, Valuation, Entrepreneurship, Financial Analysis, Social Media, Research, Public Speaking, Event Planning, Microsoft Word, Editing, Data Analysis
Education
New York University 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government, Chinese
Bates College 2010 — 2012
Coursework in Political Science, Mandarin
Nanjing Normal University 2011 — 2011
Chinese Language
Fullbridge
Fullbridge August 2014 - August 2014
Normandy Real Estate Partners January 2012 - March 2014
Merrill Lynch June 2011 - August 2011
Skills
Spanish translation, Chinese, Microsoft Office, Lease Administration, Expense Reports, Client Co-ordination, Corporate Real Estate, PowerPoint, Commercial Real Estate, Leases, Microsoft Excel, Spanish, Financial Modeling, Valuation, Entrepreneurship, Financial Analysis, Social Media, Research, Public Speaking, Event Planning, Microsoft Word, Editing, Data Analysis
Education
New York University 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government, Chinese
Bates College 2010 — 2012
Coursework in Political Science, Mandarin
Nanjing Normal University 2011 — 2011
Chinese Language
Fullbridge
Michele McAllister Peele Michele McAllister Peele's Merrill Lynch Experience August 2004 - May 2011
Job Wells Fargo Advisors LLC, Senior Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Merrill Lynch August 2004 - May 2011
Morgan Stanley October 1996 - August 2004
Dearborn July 2000 - October 2000
Legg Mason June 1994 - October 1996
Union National Bank May 1993 - June 1994
Education
Morgan State University 2005 — 2007
Business Administration
Carroll Community College
Westminster High School
Wells Fargo Advisors June 2013 - Present
Merrill Lynch August 2004 - May 2011
Morgan Stanley October 1996 - August 2004
Dearborn July 2000 - October 2000
Legg Mason June 1994 - October 1996
Union National Bank May 1993 - June 1994
Education
Morgan State University 2005 — 2007
Business Administration
Carroll Community College
Westminster High School
Dana M Christ's Merrill Lynch Experience September 2005 - August 2008
Job Corporate Recruiter at BioClinica
Industry Biotechnology
Experience
BioClinica February 2014 - Present
Drug Information Association September 2009 - December 2013
Merrill Lynch September 2005 - August 2008
General Chemical Corporation June 2003 - April 2004
iN DEMAND February 1999 - January 2003
VOLT SERVICES GROUP January 1997 - January 2000
J& J STAFFING RESOURCES January 1996 - January 1997
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Applicant Tracking..., Human Resources, Performance Management, Management, Talent Management, College Recruiting, Interviews, New Hire Orientations, Sourcing, Training, Temporary Placement, HRIS
Education
Mount St. Mary's University 1990 — 1994
B.S., Psychology
BioClinica February 2014 - Present
Drug Information Association September 2009 - December 2013
Merrill Lynch September 2005 - August 2008
General Chemical Corporation June 2003 - April 2004
iN DEMAND February 1999 - January 2003
VOLT SERVICES GROUP January 1997 - January 2000
J& J STAFFING RESOURCES January 1996 - January 1997
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Applicant Tracking..., Human Resources, Performance Management, Management, Talent Management, College Recruiting, Interviews, New Hire Orientations, Sourcing, Training, Temporary Placement, HRIS
Education
Mount St. Mary's University 1990 — 1994
B.S., Psychology
Matthew T. Cech Matthew T. Cech's Merrill Lynch Experience September 2009 - May 2010
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
New York Life Insurance Company July 2011 - March 2013
TEKsystems May 2010 - June 2011
Merrill Lynch September 2009 - May 2010
Skills
Health Insurance, Life Insurance, Securities, Financial Analysis, Risk Management, Strategic Financial..., Insurance, Investments, Microsoft Excel, Sales, Accounting, Long Term Care Insurance, Permanent Life Insurance, Guaranteed Lifetime..., College Savings Plans, College Funding..., Licensed Life & Health..., Whole Life, 401k, Wealth Management, Investment Strategies, Investment Advisory, IRAs, Options, Mutual Funds
Education
Mount St. Mary's University 2006 — 2010
Business, Finance
Loyola Blakefield 1999 — 2006
Morgan Stanley March 2013 - Present
New York Life Insurance Company July 2011 - March 2013
TEKsystems May 2010 - June 2011
Merrill Lynch September 2009 - May 2010
Skills
Health Insurance, Life Insurance, Securities, Financial Analysis, Risk Management, Strategic Financial..., Insurance, Investments, Microsoft Excel, Sales, Accounting, Long Term Care Insurance, Permanent Life Insurance, Guaranteed Lifetime..., College Savings Plans, College Funding..., Licensed Life & Health..., Whole Life, 401k, Wealth Management, Investment Strategies, Investment Advisory, IRAs, Options, Mutual Funds
Education
Mount St. Mary's University 2006 — 2010
Business, Finance
Loyola Blakefield 1999 — 2006
John Sarcona John Sarcona's Merrill Lynch Experience 2001 - 2004
Job Account Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
HSBC 2005 - 2012
Allianz Dresdner Asset Management 2004 - 2005
Merrill Lynch 2001 - 2004
Education
Muhlenberg College 1997 — 2000
Bachelor of Arts, Economics and Political Science
Morgan Stanley 2013 - Present
HSBC 2005 - 2012
Allianz Dresdner Asset Management 2004 - 2005
Merrill Lynch 2001 - 2004
Education
Muhlenberg College 1997 — 2000
Bachelor of Arts, Economics and Political Science
Christine Dunleavy Christine Dunleavy's Merrill Lynch Experience 1969 - 1991
Job Retired
Industry Furniture
Experience
home Kitchen DesignerCrown Point CabinetryAugust 2002 - June 2013
Fine Paints of Europe 1994 - 2000
Thomson Reuters 1991 - 1994
Merrill Lynch 1969 - 1991
Skills
Cabinetry, Floor Plans, Kitchen & Bath Design, Space planning, Rendering, Bathrooms, Residential Homes, Sketching
Education
Mount Holyoke College
BA, Economics & Art History
home Kitchen DesignerCrown Point CabinetryAugust 2002 - June 2013
Fine Paints of Europe 1994 - 2000
Thomson Reuters 1991 - 1994
Merrill Lynch 1969 - 1991
Skills
Cabinetry, Floor Plans, Kitchen & Bath Design, Space planning, Rendering, Bathrooms, Residential Homes, Sketching
Education
Mount Holyoke College
BA, Economics & Art History
Jonathan Moorehead Jonathan Moorehead's Merrill Lynch Experience 1992 - 1994
Job Supervisor, Central Engineering
Industry Telecommunications
Experience
IPC Systems, Inc. August 2013 - Present
British Telecom Global Banking & Financial Markets/Trading Systems December 2003 - August 2013
Solomon Page ITP - Comcap 1996 - 2003
Smith Barney, Inc 1992 - 1996
Merrill Lynch 1992 - 1994
Centel/Williams Group 1990 - 1992
Skills
VoIP, Telecommunications, Avaya, Service Delivery, Network Design, Switches, Data Center, Managed Services, Troubleshooting, Vendor Management, SIP, Cisco Technologies, ITIL, Visio, MS Project, Management, IT Service Management, Networking, IT Strategy, Project Management, Outsourcing, TCP/IP, CRM, PMO
Education
Morgan State University 1979 — 1984
Business Admin
IPC Systems, Inc. August 2013 - Present
British Telecom Global Banking & Financial Markets/Trading Systems December 2003 - August 2013
Solomon Page ITP - Comcap 1996 - 2003
Smith Barney, Inc 1992 - 1996
Merrill Lynch 1992 - 1994
Centel/Williams Group 1990 - 1992
Skills
VoIP, Telecommunications, Avaya, Service Delivery, Network Design, Switches, Data Center, Managed Services, Troubleshooting, Vendor Management, SIP, Cisco Technologies, ITIL, Visio, MS Project, Management, IT Service Management, Networking, IT Strategy, Project Management, Outsourcing, TCP/IP, CRM, PMO
Education
Morgan State University 1979 — 1984
Business Admin
Dow Ryan's Merrill Lynch Experience June 1991 - April 2001
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2001 - Present
Merrill Lynch June 1991 - April 2001
Education
Murray State University
MPA
Western Kentucky University
UBS Financial Services Inc. April 2001 - Present
Merrill Lynch June 1991 - April 2001
Education
Murray State University
MPA
Western Kentucky University
Seth Glasser's Merrill Lynch Experience June 2008 - August 2008
Job Associate Vice President At Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap October 2009 - Present
Aleutian Capital Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Solar Recover June 2008 - August 2008
Towers Perrin June 2007 - August 2007
Skills
Brokerage, Investments, Commercial Real Estate, Real Estate Transactions, Investment Properties, Financial Modeling, Valuation, Real Estate Economics, Real Estate, Portfolio Management, Real Estate Development, Apartments, Finance, Tenant, Real Estate Financing, Landlords, Disposition, Location Intelligence, Leases, Selling, Acquisitions, Asset Management, Due Diligence, Tenant Representation, Corporate Real Estate, Property Management, Sales
Education
Muhlenberg College 2005 — 2009
B.A., Economics, Finance
Marcus & Millichap October 2009 - Present
Aleutian Capital Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Solar Recover June 2008 - August 2008
Towers Perrin June 2007 - August 2007
Skills
Brokerage, Investments, Commercial Real Estate, Real Estate Transactions, Investment Properties, Financial Modeling, Valuation, Real Estate Economics, Real Estate, Portfolio Management, Real Estate Development, Apartments, Finance, Tenant, Real Estate Financing, Landlords, Disposition, Location Intelligence, Leases, Selling, Acquisitions, Asset Management, Due Diligence, Tenant Representation, Corporate Real Estate, Property Management, Sales
Education
Muhlenberg College 2005 — 2009
B.A., Economics, Finance
Linda Cleveland Linda Cleveland's Merrill Lynch Experience 1996 - 1998
Job Business Development at Proton Therapy Project Development and Support
Industry Financial Services
Experience
Proton Therapy Project Development and Support June 2013 - Present
Personal April 1998 - Present
Merrill Lynch 1996 - 1998
Bear Stearns Dallas, TX 1988 - 1995
Shearson Lehman Brothers March 1983 - May 1987
The Limited August 1981 - February 1983
American Airlines 1967 - 1972
Skills
Management, Medical Devices, Investments, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Project Management, Business Strategy, Change Management, Customer Service, Finance, Analysis, Cross-functional Team..., Strategic Planning, Marketing, Healthcare, Product Development, Microsoft Office, Equities, Retirement, Securities, Pensions, Financial Advisory, Investment Advisory, Travel Planning
Education
Dearborn Financial Institute
Series 7 and Series 63 License
Mountain View College
none, Business/Office Automation/Technology/Data Entry
Proton Therapy Project Development and Support June 2013 - Present
Personal April 1998 - Present
Merrill Lynch 1996 - 1998
Bear Stearns Dallas, TX 1988 - 1995
Shearson Lehman Brothers March 1983 - May 1987
The Limited August 1981 - February 1983
American Airlines 1967 - 1972
Skills
Management, Medical Devices, Investments, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Project Management, Business Strategy, Change Management, Customer Service, Finance, Analysis, Cross-functional Team..., Strategic Planning, Marketing, Healthcare, Product Development, Microsoft Office, Equities, Retirement, Securities, Pensions, Financial Advisory, Investment Advisory, Travel Planning
Education
Dearborn Financial Institute
Series 7 and Series 63 License
Mountain View College
none, Business/Office Automation/Technology/Data Entry
Douglas James Douglas James's Merrill Lynch Experience November 2007 - March 2011
Job Substitute Teacher at Kelly Educational Staffing
Industry Information Technology and Services
Experience
Kelly Educational Staffing August 2015 - Present
Unisys October 2014 - April 2015
TEKsystems June 2014 - September 2014
CareerSource Northeast Florida (formerly WorkSource) February 2014 - June 2014
Hewlett-Packard April 2011 - February 2014
Merrill Lynch November 2007 - March 2011
Florida Blue January 2000 - November 2007
Skills
Netbackup, Mainframe, EMC Networker, HSM, TSM, Technical Support, MVS, IBM Mainframe, Tivoli Storage Manager, CA-7, ISPF Dialog Manager, jes2, dfhsm, exlm, STK, Tape Libraries, EMC Avamar, NetBackup, Disaster Recovery, Data Center, Troubleshooting, EMC Storage, IBM AIX, Hardware, Technical Recruiting, Oracle, Infrastructure, Cluster, SDLC
Education
Murray State University
Bachelor of Arts (B.A.)
University of North Florida
Bachelor of Arts (B.A.)
Kelly Educational Staffing August 2015 - Present
Unisys October 2014 - April 2015
TEKsystems June 2014 - September 2014
CareerSource Northeast Florida (formerly WorkSource) February 2014 - June 2014
Hewlett-Packard April 2011 - February 2014
Merrill Lynch November 2007 - March 2011
Florida Blue January 2000 - November 2007
Skills
Netbackup, Mainframe, EMC Networker, HSM, TSM, Technical Support, MVS, IBM Mainframe, Tivoli Storage Manager, CA-7, ISPF Dialog Manager, jes2, dfhsm, exlm, STK, Tape Libraries, EMC Avamar, NetBackup, Disaster Recovery, Data Center, Troubleshooting, EMC Storage, IBM AIX, Hardware, Technical Recruiting, Oracle, Infrastructure, Cluster, SDLC
Education
Murray State University
Bachelor of Arts (B.A.)
University of North Florida
Bachelor of Arts (B.A.)
Jesse Levy's Merrill Lynch Experience April 2011 - August 2013
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
Merrill Lynch April 2011 - August 2013
SEI Investments November 2003 - April 2011
Vanguard 1997 - 2003
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Investment Strategies, Asset Managment
Education
Muhlenberg College 1992 — 1996
BS, Economics (Finance)/Accounting
Marjory Stoneman Douglas High School 1990 — 1992
UBS August 2013 - Present
Merrill Lynch April 2011 - August 2013
SEI Investments November 2003 - April 2011
Vanguard 1997 - 2003
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Investment Strategies, Asset Managment
Education
Muhlenberg College 1992 — 1996
BS, Economics (Finance)/Accounting
Marjory Stoneman Douglas High School 1990 — 1992
Judy Erdman, CFP® Judy Erdman, CFP®'s Merrill Lynch Experience 1999 - 2002
Job Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Commerzbank Securities 2002 - 2003
Merrill Lynch 1999 - 2002
Lehman Brothers 1995 - 2000
Education
Faculte des Lettres, Avignon, France
Certifcate, French Language and Literature
Muhlenberg College
BA, Business Administration and French
Fidelity Investments 2005 - Present
Commerzbank Securities 2002 - 2003
Merrill Lynch 1999 - 2002
Lehman Brothers 1995 - 2000
Education
Faculte des Lettres, Avignon, France
Certifcate, French Language and Literature
Muhlenberg College
BA, Business Administration and French
Susan D. Stavish Susan D. Stavish's Merrill Lynch Experience March 1990 - August 1992
Job Investor, Networker, and Relationship Manager
Industry Investment Management
Experience
Kelly Anne Dolan Memorial Fund April 2014 - Present
Stavish Family Investments March 2012 - Present
Wells Fargo Advisors September 2008 - August 2011
JPMorgan Chase July 1992 - December 1994
Merrill Lynch March 1990 - August 1992
Credit Suisse, NY, NY September 1982 - March 1990
Deutsche Bank, NY, NY June 1979 - March 1982
Skills
Portfolio Management, Investments, Wealth Management, Sales, Relationship Management, Business Development, Endowments, Solutions Selling, Charitable Gift Planning
Education
The American College 2015 — 2015
Chartered Advisor in Philanthropy
Villanova University and AFP - Principles of Fundraising 2014 — 2014
Mount Holyoke College 1975 — 1979
B.A., Economics and English
Wardlaw Hartridge 1972 — 1975
Partnership for Philanthropic Planning of Greater Philadelphia
The Planned Giving Course - April 2015
Kelly Anne Dolan Memorial Fund April 2014 - Present
Stavish Family Investments March 2012 - Present
Wells Fargo Advisors September 2008 - August 2011
JPMorgan Chase July 1992 - December 1994
Merrill Lynch March 1990 - August 1992
Credit Suisse, NY, NY September 1982 - March 1990
Deutsche Bank, NY, NY June 1979 - March 1982
Skills
Portfolio Management, Investments, Wealth Management, Sales, Relationship Management, Business Development, Endowments, Solutions Selling, Charitable Gift Planning
Education
The American College 2015 — 2015
Chartered Advisor in Philanthropy
Villanova University and AFP - Principles of Fundraising 2014 — 2014
Mount Holyoke College 1975 — 1979
B.A., Economics and English
Wardlaw Hartridge 1972 — 1975
Partnership for Philanthropic Planning of Greater Philadelphia
The Planned Giving Course - April 2015
David Wright, CRPC® David Wright, CRPC®'s Merrill Lynch Experience December 2006 - July 2012
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Merrill Lynch December 2006 - July 2012
Education
Muhlenberg College 1998 — 2002
Bachelor's degree, Business/Entrepreneurial Studies and Asian Studies/Buddhism
Ameriprise Financial Services, Inc. July 2012 - Present
Merrill Lynch December 2006 - July 2012
Education
Muhlenberg College 1998 — 2002
Bachelor's degree, Business/Entrepreneurial Studies and Asian Studies/Buddhism
Tyler Latrenta Tyler Latrenta's Merrill Lynch Experience June 2012 - July 2012
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Jersey Shore Umpiring June 2010 - Present
Merrill Lynch June 2012 - July 2012
Colts Neck Department of Recreation June 2011 - August 2011
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts, Finance and Accounting
Colts Neck High School 2006 — 2010
Deloitte September 2014 - Present
Jersey Shore Umpiring June 2010 - Present
Merrill Lynch June 2012 - July 2012
Colts Neck Department of Recreation June 2011 - August 2011
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts, Finance and Accounting
Colts Neck High School 2006 — 2010
Deepa Mungara Deepa Mungara's Merrill Lynch Experience June 2009 - September 2009
Job Partner Marketing at Houzz
Industry Internet
Experience
Houzz March 2015 - Present
Houzz December 2013 - Present
drchrono August 2012 - October 2013
drchrono February 2012 - August 2012
drchrono August 2011 - February 2012
Foundation to Support Animal Protection September 2010 - August 2011
Nuestras Raices February 2010 - October 2010
Merrill Lynch June 2009 - September 2009
Hispanic Community for Policy May 2008 - November 2008
Skills
Microsoft Office, Raiser's Edge, ROI Solutions, Non-profits, Salesforce.com, Adobe Creative Suite, Graphic Design, Social Media, Fundraising, Social Networking, Training, WordPress, Research, Team Building, Public Relations, Online Marketing, Leadership, Social Media Marketing, Public Speaking, Event Planning, Entrepreneurship, Product Development, Marketing Communications, Marketing Strategy, HTML, Outlook, Facebook, Sales, Editing, Project Management, Photoshop, Event Management, Healthcare, Marketing, Strategy, Email Marketing, Web Design, Blogging, Program Management, Online Advertising, Team Leadership, Start-ups, Nonprofits, Community Development, Business Development
Education
Mount Holyoke College 2006 — 2010
BS
University of Cape Town 2009 — 2009
Houzz March 2015 - Present
Houzz December 2013 - Present
drchrono August 2012 - October 2013
drchrono February 2012 - August 2012
drchrono August 2011 - February 2012
Foundation to Support Animal Protection September 2010 - August 2011
Nuestras Raices February 2010 - October 2010
Merrill Lynch June 2009 - September 2009
Hispanic Community for Policy May 2008 - November 2008
Skills
Microsoft Office, Raiser's Edge, ROI Solutions, Non-profits, Salesforce.com, Adobe Creative Suite, Graphic Design, Social Media, Fundraising, Social Networking, Training, WordPress, Research, Team Building, Public Relations, Online Marketing, Leadership, Social Media Marketing, Public Speaking, Event Planning, Entrepreneurship, Product Development, Marketing Communications, Marketing Strategy, HTML, Outlook, Facebook, Sales, Editing, Project Management, Photoshop, Event Management, Healthcare, Marketing, Strategy, Email Marketing, Web Design, Blogging, Program Management, Online Advertising, Team Leadership, Start-ups, Nonprofits, Community Development, Business Development
Education
Mount Holyoke College 2006 — 2010
BS
University of Cape Town 2009 — 2009
Nicole Stottlemyer Nicole Stottlemyer's Merrill Lynch Experience August 2004 - November 2009
Job Life Coach at www.NicoleTalks.com
Industry Professional Training & Coaching
Experience
www.NicoleTalks.com September 2012 - Present
Wholebeing Institute 2014 - Present
Goji Mountain September 2012 - 2014
Jewish Recovery Houses August 2010 - August 2012
Perdido Sand Realty Inc. February 2010 - June 2010
Merrill Lynch August 2004 - November 2009
Skills
Myers Briggs..., Wordpress, Event Planning, Marketing, MBTI, Email Marketing, Nonprofits, Social Media, Social Media Marketing, PowerPoint, Marketing Communications, Microsoft Office, Public Speaking, Entrepreneurship, Coaching, Leadership Development, Strategic Planning, Sales, Customer Service, Budgets, New Business Development, Social Networking, Fundraising, Training, Leadership
Education
Certificate in Positive Psychology 2013 — 2014
Mount Saint Mary's College 2000 — 2004
BA, Business Communications
Havre de Grace High School 1996 — 2000
www.NicoleTalks.com September 2012 - Present
Wholebeing Institute 2014 - Present
Goji Mountain September 2012 - 2014
Jewish Recovery Houses August 2010 - August 2012
Perdido Sand Realty Inc. February 2010 - June 2010
Merrill Lynch August 2004 - November 2009
Skills
Myers Briggs..., Wordpress, Event Planning, Marketing, MBTI, Email Marketing, Nonprofits, Social Media, Social Media Marketing, PowerPoint, Marketing Communications, Microsoft Office, Public Speaking, Entrepreneurship, Coaching, Leadership Development, Strategic Planning, Sales, Customer Service, Budgets, New Business Development, Social Networking, Fundraising, Training, Leadership
Education
Certificate in Positive Psychology 2013 — 2014
Mount Saint Mary's College 2000 — 2004
BA, Business Communications
Havre de Grace High School 1996 — 2000
Jeremy Durrin Jeremy Durrin's Merrill Lynch Experience May 2009 - September 2009
Job Vice President Sales and Marketing 360 Background Solutions
Industry Human Resources
Experience
360 Background Solutions July 2012 - Present
Optum Presented by Kelly Benefit Strategies January 2013 - Present
VOmax August 2010 - December 2013
University of Massachusetts Amherst September 2008 - May 2010
Merrill Lynch May 2009 - September 2009
Skills
Social Media, Social Media Marketing, Public Relations, Facebook, Event Management, Event Planning, SEO, Fashion, Press Releases, Market Research, Product Marketing, Product Development, Strategic Planning, Sports Marketing, Customer Service, Online Marketing, Management, Marketing
Education
University of Massachusetts, Amherst 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Operations Management
Mount Wachusett Community College 2006 — 2008
Associate of Science (A.S.), Business Administration and Management, General
360 Background Solutions July 2012 - Present
Optum Presented by Kelly Benefit Strategies January 2013 - Present
VOmax August 2010 - December 2013
University of Massachusetts Amherst September 2008 - May 2010
Merrill Lynch May 2009 - September 2009
Skills
Social Media, Social Media Marketing, Public Relations, Facebook, Event Management, Event Planning, SEO, Fashion, Press Releases, Market Research, Product Marketing, Product Development, Strategic Planning, Sports Marketing, Customer Service, Online Marketing, Management, Marketing
Education
University of Massachusetts, Amherst 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Operations Management
Mount Wachusett Community College 2006 — 2008
Associate of Science (A.S.), Business Administration and Management, General
Janice Larocque's Merrill Lynch Experience January 1988 - January 1989
Job President at Spirit Staffing & Consulting Inc.
Industry Staffing and Recruiting
Experience
Spirit Staffing & Consulting/Fast Labour Solutions January 1998 - Present
Spirit Staffing & Consulting Inc. 1998 - Present
Aboriginal Career & Employment Centre January 1991 - January 1998
Secondment January 1996 - January 1997
Central Guaranty Trust January 1989 - January 1991
Merrill Lynch January 1988 - January 1989
Money Dynamics Enterprises Ltd January 1985 - January 1988
Skills
Employment/Training, Human Resources, Strategic Planning, Training, Community Outreach, Recruiting, Coaching, Change Management, Public Speaking, Workshop Facilitation, Technical Recruiting, Organizational..., Career Counseling, Program Management, Succession Planning, Economic Development, Contract Recruitment, Management, Contract Negotiation, Organizational..., Fundraising, Community Development, Management Consulting, Public Relations, Program Development, Nonprofits, Negotiation, Policy Analysis, Policy, Leadership Development, Career Development, Community Engagement, Strategic Communications, Business Planning, Conflict Resolution, Team Building, Employee Relations, Talent Acquisition, Government, Entrepreneurship, Interviews, Budgets, Time Management, Leadership, Proposal Writing, Job Coaching, Petroleum, Event Planning, Marketing, Event Management
Education
Management - Southern Alberta Institute of Technology
Mount Royal College
Programmer - Career College
Western Canada High School
High School Diploma
Spirit Staffing & Consulting/Fast Labour Solutions January 1998 - Present
Spirit Staffing & Consulting Inc. 1998 - Present
Aboriginal Career & Employment Centre January 1991 - January 1998
Secondment January 1996 - January 1997
Central Guaranty Trust January 1989 - January 1991
Merrill Lynch January 1988 - January 1989
Money Dynamics Enterprises Ltd January 1985 - January 1988
Skills
Employment/Training, Human Resources, Strategic Planning, Training, Community Outreach, Recruiting, Coaching, Change Management, Public Speaking, Workshop Facilitation, Technical Recruiting, Organizational..., Career Counseling, Program Management, Succession Planning, Economic Development, Contract Recruitment, Management, Contract Negotiation, Organizational..., Fundraising, Community Development, Management Consulting, Public Relations, Program Development, Nonprofits, Negotiation, Policy Analysis, Policy, Leadership Development, Career Development, Community Engagement, Strategic Communications, Business Planning, Conflict Resolution, Team Building, Employee Relations, Talent Acquisition, Government, Entrepreneurship, Interviews, Budgets, Time Management, Leadership, Proposal Writing, Job Coaching, Petroleum, Event Planning, Marketing, Event Management
Education
Management - Southern Alberta Institute of Technology
Mount Royal College
Programmer - Career College
Western Canada High School
High School Diploma
Robert Plumb Robert Plumb's Merrill Lynch Experience 2008 - 2009
Job Student at Mount Saint Mary's University
Industry Financial Services
Experience
Best Buy 2009 - 2010
Merrill Lynch 2008 - 2009
Town of Easton 2005 - 2008
Golf Quest 2001 - 2008
Town of Bethel, CT 2001 - 2005
Education
Mount St. Mary's University 2005 — 2009
Bachelor of Science, Economics, Business, Finance
Best Buy 2009 - 2010
Merrill Lynch 2008 - 2009
Town of Easton 2005 - 2008
Golf Quest 2001 - 2008
Town of Bethel, CT 2001 - 2005
Education
Mount St. Mary's University 2005 — 2009
Bachelor of Science, Economics, Business, Finance
Chandan Phukan Chandan Phukan's Merrill Lynch Experience June 2008 - October 2008
Job SaaS Manager at Calypso Technology
Industry Investment Banking
Experience
Calypso Technology July 2014 - Present
Calypso Technology October 2008 - June 2014
LAMCO LLC 2010 - 2011
Merrill Lynch June 2008 - October 2008
Endeavour Software Technologies Pvt. Ltd. 2006 - 2008
Iridium Consulting LLC December 2006 - April 2007
Diginet Software and Consultancy Services June 2005 - June 2006
Skills
Calypso, Sybase, Derivatives, Credit Derivatives, Trading Systems, Java, Market Data, Back Office, JMS, Agile Methodologies, Market Risk, Financial Markets, SOA, Core Java, Investment Banking, SWIFT payments, Bloomberg, Bonds, Requirements Analysis, Trading
Education
Nagpur University 2002 — 2005
MCA, Computer Science
Calypso Technology July 2014 - Present
Calypso Technology October 2008 - June 2014
LAMCO LLC 2010 - 2011
Merrill Lynch June 2008 - October 2008
Endeavour Software Technologies Pvt. Ltd. 2006 - 2008
Iridium Consulting LLC December 2006 - April 2007
Diginet Software and Consultancy Services June 2005 - June 2006
Skills
Calypso, Sybase, Derivatives, Credit Derivatives, Trading Systems, Java, Market Data, Back Office, JMS, Agile Methodologies, Market Risk, Financial Markets, SOA, Core Java, Investment Banking, SWIFT payments, Bloomberg, Bonds, Requirements Analysis, Trading
Education
Nagpur University 2002 — 2005
MCA, Computer Science
Meghamn Brennan's Merrill Lynch Experience June 2009 - August 2009
Job Associate, Investor Relations at Numis Securities
Industry Financial Services
Experience
Numis Securities June 2014 - Present
JLL Partners April 2012 - May 2014
ING Investment Management July 2011 - February 2012
Mount St. Mary's University- Division 1 Women's Soccer Team August 2006 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
Series 7, Wealth Management, Investments, Insurance, Mutual Funds, Uniform Combined State..., Securities, Health Insurance, Asset Management, Series 63, 401k, Asset Allocation, Equities, Alternative Investments, Retirement, Hedge Funds, Retirement Planning, Series 66, Specialties: Licenses:...
Education
Mount Saint Mary's College 2006 — 2010
Bachelor of Science Business, Concentration: Finance; Minor: Communications
Red Bank Catholic High School 2002 — 2006
Numis Securities June 2014 - Present
JLL Partners April 2012 - May 2014
ING Investment Management July 2011 - February 2012
Mount St. Mary's University- Division 1 Women's Soccer Team August 2006 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
Series 7, Wealth Management, Investments, Insurance, Mutual Funds, Uniform Combined State..., Securities, Health Insurance, Asset Management, Series 63, 401k, Asset Allocation, Equities, Alternative Investments, Retirement, Hedge Funds, Retirement Planning, Series 66, Specialties: Licenses:...
Education
Mount Saint Mary's College 2006 — 2010
Bachelor of Science Business, Concentration: Finance; Minor: Communications
Red Bank Catholic High School 2002 — 2006
Gene Folkes's Merrill Lynch Experience September 2007 - February 2009
Job Operating Principal Folkes Brothers, llc dba Right At Home
Industry Hospital & Health Care
Experience
Folkes International, Inc. January 2012 - Present
Folkes Brothers, LLC dba Right At Home March 2009 - Present
NBC Universal May 2010 - December 2010
Merrill Lynch September 2007 - February 2009
Skills
Business Planning, Public Speaking, Entrepreneur, Fundraising, Start-ups, New Business Development, Social Networking, Mentoring, Consultative Selling, Entrepreneurship, Marketing Strategy, Small Business, Investments, Selling, Business Development, Strategic Planning, Business Strategy, Social Media Marketing, Real Estate, Online Marketing, CRM, Strategic Partnerships, Sales, Executive Management, Finance, Mergers & Acquisitions, Enterprise Software, Leadership, Team Building, Strategy, Management
Education
Rutgers University 1996 — 1997
Morris Brown College
BS, Business
United States Air Force - NCO Leadership Academy
Leadership, Project Management
Folkes International, Inc. January 2012 - Present
Folkes Brothers, LLC dba Right At Home March 2009 - Present
NBC Universal May 2010 - December 2010
Merrill Lynch September 2007 - February 2009
Skills
Business Planning, Public Speaking, Entrepreneur, Fundraising, Start-ups, New Business Development, Social Networking, Mentoring, Consultative Selling, Entrepreneurship, Marketing Strategy, Small Business, Investments, Selling, Business Development, Strategic Planning, Business Strategy, Social Media Marketing, Real Estate, Online Marketing, CRM, Strategic Partnerships, Sales, Executive Management, Finance, Mergers & Acquisitions, Enterprise Software, Leadership, Team Building, Strategy, Management
Education
Rutgers University 1996 — 1997
Morris Brown College
BS, Business
United States Air Force - NCO Leadership Academy
Leadership, Project Management
Craig Beasley Craig Beasley's Merrill Lynch Experience June 2013 - August 2013
Job Student at Mount St. Mary's University
Industry Marketing and Advertising
Experience
Pro-Performance Rugby June 2015 - August 2015
Serra Brothers Italian Deli December 2011 - August 2015
Merrill Lynch June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling, PowerPoint, Strategic Financial..., Microsoft Word, Portfolio Management, Microsoft Office, Customer Service, Wealth Management, Retirement Planning, Accounting, Marketing, Budgets, Financial Reporting, Investment Strategies, Market Research, Time Management, Teamwork, Financial Services, Cash Management, Sales
Education
Mount St. Mary's University
Master of Business Administration (MBA), Marketing, Freshman
Liberty High School 2010 — 2014
Carroll Community College 2013 — 2013
Finance and Financial Management Services
Pro-Performance Rugby June 2015 - August 2015
Serra Brothers Italian Deli December 2011 - August 2015
Merrill Lynch June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling, PowerPoint, Strategic Financial..., Microsoft Word, Portfolio Management, Microsoft Office, Customer Service, Wealth Management, Retirement Planning, Accounting, Marketing, Budgets, Financial Reporting, Investment Strategies, Market Research, Time Management, Teamwork, Financial Services, Cash Management, Sales
Education
Mount St. Mary's University
Master of Business Administration (MBA), Marketing, Freshman
Liberty High School 2010 — 2014
Carroll Community College 2013 — 2013
Finance and Financial Management Services
Bernardino Ortiz Bernardino Ortiz's Merrill Lynch Experience September 2015 - Present
Job Global Wealth & Investment Management Intern at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2015 - Present
Crest Point LLC August 2015 - September 2015
Crest Point LLC June 2015 - August 2015
Value Investing Fund February 2014 - May 2015
Accounting Finance and Management Group September 2012 - June 2013
Skills
Leadership, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Teamwork, Financial Analysis, Photoshop, Access, Finance, Market Research, Analysis, Data Analysis, Strategic Planning, Microsoft Word, Time Management, Event Planning, Budgets, Marketing, Management, Customer Service, Public Speaking, Research, Social Media, English, Windows, Valuation, DCF Valuation, Due Diligence
Education
University of Southern California 2013 — 2015
Bachelor of Business Administration (BBA), Investment Management, Junior
Mt. San Antonio College 2010 — 2013
Associate in Arts (AA) with Institutional Honors, Business, Cumulative Transferable GPA: 3.79
Merrill Lynch September 2015 - Present
Crest Point LLC August 2015 - September 2015
Crest Point LLC June 2015 - August 2015
Value Investing Fund February 2014 - May 2015
Accounting Finance and Management Group September 2012 - June 2013
Skills
Leadership, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Teamwork, Financial Analysis, Photoshop, Access, Finance, Market Research, Analysis, Data Analysis, Strategic Planning, Microsoft Word, Time Management, Event Planning, Budgets, Marketing, Management, Customer Service, Public Speaking, Research, Social Media, English, Windows, Valuation, DCF Valuation, Due Diligence
Education
University of Southern California 2013 — 2015
Bachelor of Business Administration (BBA), Investment Management, Junior
Mt. San Antonio College 2010 — 2013
Associate in Arts (AA) with Institutional Honors, Business, Cumulative Transferable GPA: 3.79
Christian Bowles's Merrill Lynch Experience June 2014 - August 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch June 2014 - August 2014
Stewart's Pawn Shop December 2011 - January 2014
Skills
Finance, Microsoft Excel, Public Speaking, Leadership, Investments, Microsoft Office, PowerPoint, Sales, Microsoft Word, Marketing, Financial Analysis, Accounting, Event Planning, Teamwork, Customer Service, Series 7, Portfolio Management, Social Media
Education
Murray State University 2011 — 2015
Bachelor of Science in Business (B.S.B), Finance/Financial Planning, 3.80
Ballard High School 2007 — 2011
4.0
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch June 2014 - August 2014
Stewart's Pawn Shop December 2011 - January 2014
Skills
Finance, Microsoft Excel, Public Speaking, Leadership, Investments, Microsoft Office, PowerPoint, Sales, Microsoft Word, Marketing, Financial Analysis, Accounting, Event Planning, Teamwork, Customer Service, Series 7, Portfolio Management, Social Media
Education
Murray State University 2011 — 2015
Bachelor of Science in Business (B.S.B), Finance/Financial Planning, 3.80
Ballard High School 2007 — 2011
4.0
Donna Vieira Donna Vieira's Merrill Lynch Experience September 2003 - June 2008
Job Chief Marketing Officer Consumer Bank & Chase Wealth Management at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JPMorganChase April 2011 - Present
Dun & Bradstreet (D&B) July 2008 - April 2011
Merrill Lynch September 2003 - June 2008
American Express September 1998 - September 2003
Dow Jones May 1995 - October 1998
Education
Pace University - Lubin School of Business 1992 — 1994
MBA, Marketing
Mount Allison University 1983 — 1987
BBA, Business; Marketing; Finance
JPMorgan Chase May 2014 - Present
JPMorganChase April 2011 - Present
Dun & Bradstreet (D&B) July 2008 - April 2011
Merrill Lynch September 2003 - June 2008
American Express September 1998 - September 2003
Dow Jones May 1995 - October 1998
Education
Pace University - Lubin School of Business 1992 — 1994
MBA, Marketing
Mount Allison University 1983 — 1987
BBA, Business; Marketing; Finance
Saurabh Sarup Saurabh Sarup's Merrill Lynch Experience February 1997 - February 1998
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley January 2009 - December 2011
Morgan Stanley February 2004 - December 2008
Bear Stearns October 2000 - February 2004
Dow Jones March 1998 - October 2000
Merrill Lynch February 1997 - February 1998
GE Capital June 1996 - February 1997
Tata Consultancy Services June 1992 - June 1996
Skills
Series 7, DB2, Back Office, Project Management, Banking, Derivatives, Investment Management, Quantitative Analytics, Trading Systems, Equities, Investment Banking, Commodity, Credit Derivatives, Capital Markets, Financial Modeling, Fixed Income, Trading, Bloomberg, Options, Credit Risk, Risk Management, Equity Derivatives, Electronic Trading, Valuation, Swaps, Sybase, Prime Brokerage
Education
Motilal Nehru National Institute Of Technology 1988 — 1992
Bachelor of Engineering (B.E.)
Morgan Stanley January 2012 - Present
Morgan Stanley January 2009 - December 2011
Morgan Stanley February 2004 - December 2008
Bear Stearns October 2000 - February 2004
Dow Jones March 1998 - October 2000
Merrill Lynch February 1997 - February 1998
GE Capital June 1996 - February 1997
Tata Consultancy Services June 1992 - June 1996
Skills
Series 7, DB2, Back Office, Project Management, Banking, Derivatives, Investment Management, Quantitative Analytics, Trading Systems, Equities, Investment Banking, Commodity, Credit Derivatives, Capital Markets, Financial Modeling, Fixed Income, Trading, Bloomberg, Options, Credit Risk, Risk Management, Equity Derivatives, Electronic Trading, Valuation, Swaps, Sybase, Prime Brokerage
Education
Motilal Nehru National Institute Of Technology 1988 — 1992
Bachelor of Engineering (B.E.)
Greg Bennington Greg Bennington's Merrill Lynch Experience February 2014 - Present
Job Assistant Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch June 2012 - January 2014
Merrill Lynch June 2011 - June 2012
Merrill Lynch April 2010 - May 2011
New Jersey State Golf Association May 2009 - April 2010
Skills
Wealth Management, Financial Advisory, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Analysis, Financial Services, Client Services, Series 7, Finance
Education
Muhlenberg College 2005 — 2009
Business Administration - Marketing
Merrill Lynch February 2014 - Present
Merrill Lynch June 2012 - January 2014
Merrill Lynch June 2011 - June 2012
Merrill Lynch April 2010 - May 2011
New Jersey State Golf Association May 2009 - April 2010
Skills
Wealth Management, Financial Advisory, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Analysis, Financial Services, Client Services, Series 7, Finance
Education
Muhlenberg College 2005 — 2009
Business Administration - Marketing
Robert J. Link's Merrill Lynch Experience May 2012 - June 2015
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Merrill Lynch May 2012 - June 2015
Deep Creek Crab Co. March 2009 - March 2012
Bank of Hanover NA (Currently PNC Financial Services Group, Inc.) February 2005 - May 2008
Skills
Account Management, Sales Management, Customer Service, New Business Development, Sales, B2B, Finance, Management, Banking, Investments, Marketing, Start-ups, CRM, Retirement Planning, Strategic Planning, Salesforce.com, Retirement, Microsoft Office
Education
Mount St. Mary's College 2004 — 2008
Bachelor of Business Administration (BBA), Economics
Calvert Hall High School 1999 — 2003
Liberal Arts, Liberal Arts
Wells Fargo Advisors June 2015 - Present
Merrill Lynch May 2012 - June 2015
Deep Creek Crab Co. March 2009 - March 2012
Bank of Hanover NA (Currently PNC Financial Services Group, Inc.) February 2005 - May 2008
Skills
Account Management, Sales Management, Customer Service, New Business Development, Sales, B2B, Finance, Management, Banking, Investments, Marketing, Start-ups, CRM, Retirement Planning, Strategic Planning, Salesforce.com, Retirement, Microsoft Office
Education
Mount St. Mary's College 2004 — 2008
Bachelor of Business Administration (BBA), Economics
Calvert Hall High School 1999 — 2003
Liberal Arts, Liberal Arts
Anestassia Yu Anestassia Yu's Merrill Lynch Experience December 2013 - Present
Job Merrill Lynch Wealth Management Client Associate
Industry Accounting
Experience
Lyric House June 2015 - Present
Merrill Lynch December 2013 - Present
Mount St. Mary's College September 2012 - May 2014
the Office of Admissions at Mount St. Mary's College August 2012 - May 2014
Warner / Chappell Music September 2013 - December 2013
Wells Fargo June 2013 - August 2013
Dick Clark Productions May 2012 - August 2012
Mount St. Mary's College September 2011 - April 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Illustrator, Microsoft Office, Public Speaking, Outlook, Event Planning, Accounting, Customer Service, Editing, Facebook, Marketing, Social Media
Education
Musicians Institute 2015 — 2015
Music Business Certificate, Music Business Program
Mount Saint Mary's College California 2010 — 2014
B.A. in Business Administration, Accounting
Lyric House June 2015 - Present
Merrill Lynch December 2013 - Present
Mount St. Mary's College September 2012 - May 2014
the Office of Admissions at Mount St. Mary's College August 2012 - May 2014
Warner / Chappell Music September 2013 - December 2013
Wells Fargo June 2013 - August 2013
Dick Clark Productions May 2012 - August 2012
Mount St. Mary's College September 2011 - April 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Illustrator, Microsoft Office, Public Speaking, Outlook, Event Planning, Accounting, Customer Service, Editing, Facebook, Marketing, Social Media
Education
Musicians Institute 2015 — 2015
Music Business Certificate, Music Business Program
Mount Saint Mary's College California 2010 — 2014
B.A. in Business Administration, Accounting
Joy Andal Kaye Joy Andal Kaye's Merrill Lynch Experience September 1995 - April 1999
Job CoChair, Board of Directors at Hereditary Neuropathy Foundation
Industry Philanthropy
Experience
Hereditary Neuropathy Foundation January 2006 - Present
J.Crew October 2003 - September 2005
Apple Computer January 2000 - January 2003
Merrill Lynch September 1995 - April 1999
Paine Webber September 1992 - August 1995
Skills
Human Resources, Recruiting
Education
Teachers College of Columbia University 1990 — 1992
MA, Organizational Psychology
Mount Holyoke College 1984 — 1987
Bachelor of Arts (B.A.), Psychology
Hereditary Neuropathy Foundation January 2006 - Present
J.Crew October 2003 - September 2005
Apple Computer January 2000 - January 2003
Merrill Lynch September 1995 - April 1999
Paine Webber September 1992 - August 1995
Skills
Human Resources, Recruiting
Education
Teachers College of Columbia University 1990 — 1992
MA, Organizational Psychology
Mount Holyoke College 1984 — 1987
Bachelor of Arts (B.A.), Psychology
Beth Hughes McCarter's Merrill Lynch Experience July 2000 - June 2004
Job Regional Manager, M&T Bank, Business & Professional Banking
Industry Banking
Experience
M&T Bank August 2006 - Present
Merrill Lynch July 2000 - June 2004
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Muhlenberg College 1996 — 2000
BA, Economics, Business Administration
M&T Bank August 2006 - Present
Merrill Lynch July 2000 - June 2004
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Muhlenberg College 1996 — 2000
BA, Economics, Business Administration
Elizabeth Morgan's Merrill Lynch Experience November 2003 - December 2004
Job Escrow Sales Specialist; Vice President at BNY Mellon, N.A;
Industry Financial Services
Experience
BNY Mellon, N.A. June 2011 - Present
Private Client Consulting April 2009 - May 2011
PNC Bank March 2005 - April 2009
Merrill Lynch November 2003 - December 2004
Fleet Bank November 2002 - November 2003
Deutsche Bank May 1995 - February 2002
American Express 1993 - 1995
American Express 1993 - 1995
Skills
Private Equity, Investment Strategies, High Net Worth..., Asset, Series 7, Alternative Investments, Equities, Mutual Funds, Securities, Asset Allocation, Asset Managment, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Fixed Income, Strategic Financial..., Bonds, Bloomberg, Banking, Asset Management, Financial Services, Finance, Financial Advisory, Estate Planning, Trading, Wealth, Investments, Wealth Management
Education
Mount Holyoke College
BA, English Literature, Studio Art
The School of the Art Institue of Chicago
Seriography
Woodlands Academy
BNY Mellon, N.A. June 2011 - Present
Private Client Consulting April 2009 - May 2011
PNC Bank March 2005 - April 2009
Merrill Lynch November 2003 - December 2004
Fleet Bank November 2002 - November 2003
Deutsche Bank May 1995 - February 2002
American Express 1993 - 1995
American Express 1993 - 1995
Skills
Private Equity, Investment Strategies, High Net Worth..., Asset, Series 7, Alternative Investments, Equities, Mutual Funds, Securities, Asset Allocation, Asset Managment, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Fixed Income, Strategic Financial..., Bonds, Bloomberg, Banking, Asset Management, Financial Services, Finance, Financial Advisory, Estate Planning, Trading, Wealth, Investments, Wealth Management
Education
Mount Holyoke College
BA, English Literature, Studio Art
The School of the Art Institue of Chicago
Seriography
Woodlands Academy
Diane Nikeshin Diane Nikeshin's Merrill Lynch Experience June 2001 - May 2006
Job Registered Sales Associate at Raymond James
Industry Financial Services
Experience
Raymond James March 2014 - Present
Stifel Financial Corp. May 2007 - March 2014
Merrill Lynch June 2001 - May 2006
Education
Mount Saint Mary College 1999 — 2001
Master's degree
Mount Saint Mary College 1995 — 1999
Burke Catholic High School 1991 — 1995
Raymond James March 2014 - Present
Stifel Financial Corp. May 2007 - March 2014
Merrill Lynch June 2001 - May 2006
Education
Mount Saint Mary College 1999 — 2001
Master's degree
Mount Saint Mary College 1995 — 1999
Burke Catholic High School 1991 — 1995
Eleanore Velez Eleanore Velez's Merrill Lynch Experience October 2000 - October 2001
Job Multicultural Center Coordinator and Admissions Counselor at Berkshire Community College
Industry Higher Education
Experience
Berkshire Community College 2009 - Present
Berkshire Community College October 2007 - Present
Berkshire United Way August 2001 - May 2002
Merrill Lynch October 2000 - October 2001
Becket-Chimney Corners YMCA December 1998 - February 2000
YMCA of Greater New York (International YMCA) 1996 - 1998
Skills
Leadership, Training, Admissions, Public Speaking, Program Development, Event Planning, Nonprofits, Higher Education, Communication, Immigration Issues, Student Affairs, Cross-cultural..., Literacy, Teaching, Research, Recruiting, Career Counseling, Community Outreach
Education
Mount Holyoke College 2004 — 2007
Bachelor's degree, American and Latin American Studies, cum laude
Berkshire Community College 2001 — 2004
Associate's degree, Liberal Arts with a concentration in Human Services
Berkshire Community College 2009 - Present
Berkshire Community College October 2007 - Present
Berkshire United Way August 2001 - May 2002
Merrill Lynch October 2000 - October 2001
Becket-Chimney Corners YMCA December 1998 - February 2000
YMCA of Greater New York (International YMCA) 1996 - 1998
Skills
Leadership, Training, Admissions, Public Speaking, Program Development, Event Planning, Nonprofits, Higher Education, Communication, Immigration Issues, Student Affairs, Cross-cultural..., Literacy, Teaching, Research, Recruiting, Career Counseling, Community Outreach
Education
Mount Holyoke College 2004 — 2007
Bachelor's degree, American and Latin American Studies, cum laude
Berkshire Community College 2001 — 2004
Associate's degree, Liberal Arts with a concentration in Human Services
Corey Pothier Corey Pothier's Merrill Lynch Experience May 2012 - Present
Job Vice President; Social Media Registered Principal
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
NCAA Women's Basketball Official November 2004 - Present
Merrill Lynch August 2010 - May 2012
UBS Financial Services March 2009 - August 2010
Bank of America November 2005 - January 2009
Skills
Wealth Management, Banking, Series 7, Series 24, Investments, Management, Supervisory Experience, Business Development, Social Media, Series 63, Mutual Funds, Asset Allocation, Customer Service, FINRA, Finance, Financial Analysis, Financial Services, Fixed Income, Insurance, Leadership, Loans, Microsoft Office, Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 6, Strategic Financial..., Strategic Planning
Education
Southern New Hampshire University 1993 — 1996
Bachelor's degree, Business Administration
Hesser College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General
Merrill Lynch May 2012 - Present
NCAA Women's Basketball Official November 2004 - Present
Merrill Lynch August 2010 - May 2012
UBS Financial Services March 2009 - August 2010
Bank of America November 2005 - January 2009
Skills
Wealth Management, Banking, Series 7, Series 24, Investments, Management, Supervisory Experience, Business Development, Social Media, Series 63, Mutual Funds, Asset Allocation, Customer Service, FINRA, Finance, Financial Analysis, Financial Services, Fixed Income, Insurance, Leadership, Loans, Microsoft Office, Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 6, Strategic Financial..., Strategic Planning
Education
Southern New Hampshire University 1993 — 1996
Bachelor's degree, Business Administration
Hesser College 1991 — 1993
Associate of Science (A.S.), Business Administration and Management, General
Anu Sanghvi Anu Sanghvi's Merrill Lynch Experience August 1993 - May 1995
Job Product Management Leader
Industry Internet
Experience
Consulting October 2014 - Present
Intuit July 2009 - January 2014
PayCycle, Inc. June 2007 - July 2009
PayCycle, Inc. June 2005 - May 2007
PayCycle, Inc. December 2001 - May 2005
Intuit, Inc. January 2000 - December 2000
Intuit, Inc. August 1997 - December 1999
Merrill Lynch August 1993 - May 1995
Skills
Product Management, Pricing, Team Leadership, Business Case, Budgets, Customer Research, SaaS, Product Marketing, Go-to-market Strategy, Strategic Partnerships, Cross-functional Team..., Start-ups, Competitive Analysis, Team Mentoring, Product Development, E-commerce, Leadership, Management, Marketing, Market Research
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Mount Holyoke College 1989 — 1993
BA, Computer Science, Economics
Consulting October 2014 - Present
Intuit July 2009 - January 2014
PayCycle, Inc. June 2007 - July 2009
PayCycle, Inc. June 2005 - May 2007
PayCycle, Inc. December 2001 - May 2005
Intuit, Inc. January 2000 - December 2000
Intuit, Inc. August 1997 - December 1999
Merrill Lynch August 1993 - May 1995
Skills
Product Management, Pricing, Team Leadership, Business Case, Budgets, Customer Research, SaaS, Product Marketing, Go-to-market Strategy, Strategic Partnerships, Cross-functional Team..., Start-ups, Competitive Analysis, Team Mentoring, Product Development, E-commerce, Leadership, Management, Marketing, Market Research
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Mount Holyoke College 1989 — 1993
BA, Computer Science, Economics
Scot Hutcheson, CFP®, CPA's Merrill Lynch Experience April 2008 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Hutcheson Financial Solutions, Inc. December 1993 - April 2008
Skills
Retirement Planning, Goals Based Wealth..., Risk Management, Retirement Income..., Comprehensive Planning, 401k, 401k Rollovers, Portfolio Management
Education
Murray State University 1976 — 1979
B.S., Agriculture
Merrill Lynch April 2008 - Present
Hutcheson Financial Solutions, Inc. December 1993 - April 2008
Skills
Retirement Planning, Goals Based Wealth..., Risk Management, Retirement Income..., Comprehensive Planning, 401k, 401k Rollovers, Portfolio Management
Education
Murray State University 1976 — 1979
B.S., Agriculture
Jeff Giantonio AIF®, CRPC® Jeff Giantonio AIF®, CRPC®'s Merrill Lynch Experience March 2010 - June 2013
Job Managing Director, Retirement Consultant at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) July 2015 - Present
Ridgeline Financial Partners June 2013 - July 2015
Merrill Lynch March 2010 - June 2013
Paychex 401k March 2009 - March 2010
PLANCO October 2006 - November 2008
Hartford Life August 2004 - November 2006
Hartford Life June 2001 - August 2004
Skills
Retirement Planning, IRAs, 401k Rollovers, Mutual Funds, 401k, Estate Planning, Wealth Management..., Life Insurance, Retirement, Financial Advisory, Financial Services, Qualified Retirement..., Disability Insurance, Retirement Plan..., Portfolio Management, Insurance, Series 63, Financial Planners, Leadership, Investments, Non-Qualified Deferred..., Long Term Care Insurance, Sales, Fixed Annuities, Series 7, Finance, Series 6, Holistic Financial..., Business Planning, Transition Planning, Wealth Preservation..., Asset Protection, Term Life Insurance, Index Funds, RIA, insurance planning
Education
Mount Ida College 1991 — 1993
Business
Beirne Wealth Consulting (BWC) July 2015 - Present
Ridgeline Financial Partners June 2013 - July 2015
Merrill Lynch March 2010 - June 2013
Paychex 401k March 2009 - March 2010
PLANCO October 2006 - November 2008
Hartford Life August 2004 - November 2006
Hartford Life June 2001 - August 2004
Skills
Retirement Planning, IRAs, 401k Rollovers, Mutual Funds, 401k, Estate Planning, Wealth Management..., Life Insurance, Retirement, Financial Advisory, Financial Services, Qualified Retirement..., Disability Insurance, Retirement Plan..., Portfolio Management, Insurance, Series 63, Financial Planners, Leadership, Investments, Non-Qualified Deferred..., Long Term Care Insurance, Sales, Fixed Annuities, Series 7, Finance, Series 6, Holistic Financial..., Business Planning, Transition Planning, Wealth Preservation..., Asset Protection, Term Life Insurance, Index Funds, RIA, insurance planning
Education
Mount Ida College 1991 — 1993
Business
Giri Koduganti Giri Koduganti's Merrill Lynch Experience August 2005 - December 2009
Job Vice President, Agent Lending Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Citi June 2010 - December 2013
Citigroup December 2009 - July 2010
Merrill Lynch August 2005 - December 2009
Bank of America August 2004 - August 2005
Lehman Brothers February 2004 - August 2004
Credit Suisse First Boston February 2001 - February 2004
Donaldson, Lufkin & Jenrette January 2000 - February 2001
Quick & Reilly March 1999 - December 1999
Compaq January 1999 - March 1999
Skills
Hibernate, Sybase, Java, JMS, TIBCO Rendezvous, Oracle, Core Java, C#, C++, J2EE, SQL Server, FIX, TIBCO EMS, MQ Series, Bloomberg TOMS, ION Trading, Reuters, Bloomberg Server API, Gemfire, CEP Frameworks(ESPER..., Stored Procedures and..., Perl and Python, Excel, Power Point,..., Apache Commons, Google API, CEP
Education
New York Institute of Finance 2011 — 2012
Professional Certificate
New Jersey Institute of Technology 1996 — 1998
MS
Nagpur University 1990 — 1994
BE
JPMorgan Chase March 2014 - Present
Citi June 2010 - December 2013
Citigroup December 2009 - July 2010
Merrill Lynch August 2005 - December 2009
Bank of America August 2004 - August 2005
Lehman Brothers February 2004 - August 2004
Credit Suisse First Boston February 2001 - February 2004
Donaldson, Lufkin & Jenrette January 2000 - February 2001
Quick & Reilly March 1999 - December 1999
Compaq January 1999 - March 1999
Skills
Hibernate, Sybase, Java, JMS, TIBCO Rendezvous, Oracle, Core Java, C#, C++, J2EE, SQL Server, FIX, TIBCO EMS, MQ Series, Bloomberg TOMS, ION Trading, Reuters, Bloomberg Server API, Gemfire, CEP Frameworks(ESPER..., Stored Procedures and..., Perl and Python, Excel, Power Point,..., Apache Commons, Google API, CEP
Education
New York Institute of Finance 2011 — 2012
Professional Certificate
New Jersey Institute of Technology 1996 — 1998
MS
Nagpur University 1990 — 1994
BE
Abigail Amato Blunda's Merrill Lynch Experience January 2005 - April 2005
Job Sr Project Analyst at Johnson & Johnson
Industry Human Resources
Experience
Johnson & Johnson August 2015 - Present
Allied Construction Management June 2013 - June 2015
Honeywell June 2011 - June 2013
Honeywell July 2009 - May 2011
Honeywell June 2007 - July 2009
Citigroup January 2007 - June 2007
Citigroup October 2005 - December 2006
Citigroup April 2005 - October 2005
Merrill Lynch January 2005 - April 2005
Merrill Lynch September 2003 - January 2005
Skills
Six Sigma, Documentation, Problem Solving, Process Mapping, Continuous Improvement, Green Belt, Requirements Gathering, Process Improvement, FMEA, Change Management, Customer Relations, Project Portfolio..., Staffing Industry, Metrics, Metrics Analysis, Microsoft Office, MS Project, SharePoint, Benefits, HR Policies, Onboarding, Program Management, Recruiting, Project Management, Employee Benefits, Vendor Management, Human Resources
Education
Mount St. Mary's University 1999 — 2003
BS, Psychology
Manasquan 1995 — 1999
Manasquan
Johnson & Johnson August 2015 - Present
Allied Construction Management June 2013 - June 2015
Honeywell June 2011 - June 2013
Honeywell July 2009 - May 2011
Honeywell June 2007 - July 2009
Citigroup January 2007 - June 2007
Citigroup October 2005 - December 2006
Citigroup April 2005 - October 2005
Merrill Lynch January 2005 - April 2005
Merrill Lynch September 2003 - January 2005
Skills
Six Sigma, Documentation, Problem Solving, Process Mapping, Continuous Improvement, Green Belt, Requirements Gathering, Process Improvement, FMEA, Change Management, Customer Relations, Project Portfolio..., Staffing Industry, Metrics, Metrics Analysis, Microsoft Office, MS Project, SharePoint, Benefits, HR Policies, Onboarding, Program Management, Recruiting, Project Management, Employee Benefits, Vendor Management, Human Resources
Education
Mount St. Mary's University 1999 — 2003
BS, Psychology
Manasquan 1995 — 1999
Manasquan
Mark Creason's Merrill Lynch Experience March 2011 - July 2012
Job Licensed Insurance Agent at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance March 2013 - Present
Merrill Lynch March 2011 - July 2012
Northwestern Mutual Financial Network July 2008 - September 2010
SunTrust Mortgage July 2004 - July 2008
Prosperity Mortgage September 2001 - July 2004
Skills
Retirement Planning, Series 7, Series 63, Asset Allocation, Insurance, Financial Services, Disability Insurance, Long-term Care, New Business Development, Mortgage Lending, Sales, Loans, Refinance, Loan Origination, Mortgage Banking, Strategic Financial...
Education
Murray State University 1984 — 1986
business
Liberty Mutual Insurance March 2013 - Present
Merrill Lynch March 2011 - July 2012
Northwestern Mutual Financial Network July 2008 - September 2010
SunTrust Mortgage July 2004 - July 2008
Prosperity Mortgage September 2001 - July 2004
Skills
Retirement Planning, Series 7, Series 63, Asset Allocation, Insurance, Financial Services, Disability Insurance, Long-term Care, New Business Development, Mortgage Lending, Sales, Loans, Refinance, Loan Origination, Mortgage Banking, Strategic Financial...
Education
Murray State University 1984 — 1986
business
Sushant Raj Mathur's Merrill Lynch Experience March 2005 - December 2006
Job
Industry Investment Banking
Experience
Fortress Investment Group Senior System EngineerFortress Investment GroupNovember 2014 - Present
Aberdeen Asset Management May 2013 - November 2014
ARTIO GLOBAL June 2009 - May 2013
Artio Global Investors May 2008 - June 2009
Julius Baer January 2007 - April 2008
Merrill Lynch March 2005 - December 2006
Baltimore County Public Schools August 2001 - March 2005
IP Optical Inc. April 2001 - August 2001
vantel 1995 - 2000
Skills
VMware, Active Directory, Disaster Recovery, Citrix, Technical Architecture, Veritas, Storage Area Networks, Routers, Firewalls, Networking, Microsoft Exchange, Integration, Virtualization, Cisco Technologies, Servers, SAN, VMware ESX, System Deployment, System Administration
Education
Nagpur University 1995 — 1999
Bachelor of Engineering, Computer Technology
Fortress Investment Group Senior System EngineerFortress Investment GroupNovember 2014 - Present
Aberdeen Asset Management May 2013 - November 2014
ARTIO GLOBAL June 2009 - May 2013
Artio Global Investors May 2008 - June 2009
Julius Baer January 2007 - April 2008
Merrill Lynch March 2005 - December 2006
Baltimore County Public Schools August 2001 - March 2005
IP Optical Inc. April 2001 - August 2001
vantel 1995 - 2000
Skills
VMware, Active Directory, Disaster Recovery, Citrix, Technical Architecture, Veritas, Storage Area Networks, Routers, Firewalls, Networking, Microsoft Exchange, Integration, Virtualization, Cisco Technologies, Servers, SAN, VMware ESX, System Deployment, System Administration
Education
Nagpur University 1995 — 1999
Bachelor of Engineering, Computer Technology
Michael Tselman's Merrill Lynch Experience 2006 - September 2008
Job Executive Director at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
Bank of America / Merrill Lynch November 2009 - October 2014
Merrill Lynch 2006 - September 2008
JPMorgan Chase February 2000 - December 2005
Integrated Computing Engines, Inc 1996 - 2000
VitalWare Corporation 1998 - 1999
Thinking Machines Corporation 1995 - 1996
Skills
Grid Computing, High Performance..., Operating Systems, Software Design, Architecture, Parallel Programming, Unix, Parallel Computing, Scalability, Cluster, Distributed Systems, Trading Systems
Education
Northeastern University 1991 — 1995
MS, Doctoral studies
Moscow Pedagogical State University 1983 — 1988
MS
Bank of America / Merrill Lynch November 2009 - October 2014
Merrill Lynch 2006 - September 2008
JPMorgan Chase February 2000 - December 2005
Integrated Computing Engines, Inc 1996 - 2000
VitalWare Corporation 1998 - 1999
Thinking Machines Corporation 1995 - 1996
Skills
Grid Computing, High Performance..., Operating Systems, Software Design, Architecture, Parallel Programming, Unix, Parallel Computing, Scalability, Cluster, Distributed Systems, Trading Systems
Education
Northeastern University 1991 — 1995
MS, Doctoral studies
Moscow Pedagogical State University 1983 — 1988
MS
Dan Sehn, QKA's Merrill Lynch Experience February 2010 - October 2012
Job
Industry Financial Services
Experience
Ascensus March 2014 - Present
Ascensus November 2011 - March 2014
Merrill Lynch February 2010 - October 2012
Merrill Lynch March 2008 - February 2010
Merrill Lynch May 2007 - March 2008
Merrill Lynch March 2006 - April 2007
MBNA America October 2005 - March 2006
MBNA January 2005 - October 2005
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, 401k, Banking, Employee Benefits, Financial Services, Securities, Retirement, Series 63, Asset Allocation, Alternative Investments, Loans, Portfolio Management, Series 24, FINRA, Capital Markets, Equities, Fixed Income, Options, Financial Analysis, Credit, Relationship Management, Investment Advisory, Series 6, Investment Strategies, Financial Advisory, Uniform Combined State..., Fixed Annuities, ETFs, QKA, Bloomberg, Trading, Asset Management, Mortgage Lending, Sales, Cash Management, Defined Benefit, Securities Lending, High Net Worth..., Strategic Financial..., Pensions, Private Banking, Mortgage Banking, Defined Contribution, Qualified Retirement...
Education
Muhlenberg College 2000 — 2004
BA, Business Administration and Economics
Ascensus March 2014 - Present
Ascensus November 2011 - March 2014
Merrill Lynch February 2010 - October 2012
Merrill Lynch March 2008 - February 2010
Merrill Lynch May 2007 - March 2008
Merrill Lynch March 2006 - April 2007
MBNA America October 2005 - March 2006
MBNA January 2005 - October 2005
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, 401k, Banking, Employee Benefits, Financial Services, Securities, Retirement, Series 63, Asset Allocation, Alternative Investments, Loans, Portfolio Management, Series 24, FINRA, Capital Markets, Equities, Fixed Income, Options, Financial Analysis, Credit, Relationship Management, Investment Advisory, Series 6, Investment Strategies, Financial Advisory, Uniform Combined State..., Fixed Annuities, ETFs, QKA, Bloomberg, Trading, Asset Management, Mortgage Lending, Sales, Cash Management, Defined Benefit, Securities Lending, High Net Worth..., Strategic Financial..., Pensions, Private Banking, Mortgage Banking, Defined Contribution, Qualified Retirement...
Education
Muhlenberg College 2000 — 2004
BA, Business Administration and Economics
Ranjan Bhartiya's Merrill Lynch Experience 2003 - 2005
Job Consultant DBA at Northern Trust Bank,
Industry Information Technology and Services
Experience
Tata Consultancy Services July 2000 - Present
Liberty Mutual Insurance July 2012 - June 2013
General Re Service Corporation(GenRe) January 2006 - June 2012
Merril Lynch Investment Manager September 2003 - December 2005
Merrill Lynch 2003 - 2005
TCS July 2000 - September 2003
FNB South Africa July 2002 - December 2002
Skills
Sybase ASE, Oracle SQL, SQL Server, Sybase, Unix, Performance Tuning, Production Support, Data Migration, Microsoft SQL Server, Oracle, Business Intelligence, Requirements Analysis, AIX, Data Warehousing, Databases, SQL, Solaris, Oracle RAC, Informatica, Shell Scripting, Data Modeling, ETL, Unix Shell Scripting, PL/SQL, Database Design, High Availability, Enterprise Architecture, Requirements Gathering, Teradata, SSIS, Software Project..., SQL Tuning, DB2, Oracle Applications, Database Administration, Solution Architecture, Weblogic, Java Enterprise Edition, COBOL, SDLC, SOA, Operating Systems, Linux, Disaster Recovery
Education
Motilal Nehru National Institute Of Technology 1993 — 1997
batchelor of Engineering, Computer Science
Tata Consultancy Services July 2000 - Present
Liberty Mutual Insurance July 2012 - June 2013
General Re Service Corporation(GenRe) January 2006 - June 2012
Merril Lynch Investment Manager September 2003 - December 2005
Merrill Lynch 2003 - 2005
TCS July 2000 - September 2003
FNB South Africa July 2002 - December 2002
Skills
Sybase ASE, Oracle SQL, SQL Server, Sybase, Unix, Performance Tuning, Production Support, Data Migration, Microsoft SQL Server, Oracle, Business Intelligence, Requirements Analysis, AIX, Data Warehousing, Databases, SQL, Solaris, Oracle RAC, Informatica, Shell Scripting, Data Modeling, ETL, Unix Shell Scripting, PL/SQL, Database Design, High Availability, Enterprise Architecture, Requirements Gathering, Teradata, SSIS, Software Project..., SQL Tuning, DB2, Oracle Applications, Database Administration, Solution Architecture, Weblogic, Java Enterprise Edition, COBOL, SDLC, SOA, Operating Systems, Linux, Disaster Recovery
Education
Motilal Nehru National Institute Of Technology 1993 — 1997
batchelor of Engineering, Computer Science
Trish Twining's Merrill Lynch Experience 1983 - 1989
Job Managing Director, Sales and Business Development at Airex, Inc.
Industry Financial Services
Experience
Airex, Inc. April 2015 - Present
Creative Global Investments 2011 - March 2015
Strategic Planning and Business Development 2009 - 2011
Natixis Bleichroeder April 1998 - October 2009
Fidelity Capital Markets July 1995 - April 1997
Julius Baer Securities 1992 - 1995
Deutsche Bank Securities 1989 - 1992
Merrill Lynch 1983 - 1989
Greenwich Associates 1981 - 1983
Skills
Investments, Equities, Financial Markets, Strategic Planning, Business Planning, Business Relationship..., Start-ups, Entrepreneurship, Sales Management, Nonprofits, New Business Development, Management, European Markets, Strategy, Capital Markets, Global Business..., Business Development, Acquisition Integration, Finance, Mergers & Acquisitions, Trading
Education
Vassar College 1977 — 1980
BA, Political Science
Muhlenberg College 1976 — 1977
Airex, Inc. April 2015 - Present
Creative Global Investments 2011 - March 2015
Strategic Planning and Business Development 2009 - 2011
Natixis Bleichroeder April 1998 - October 2009
Fidelity Capital Markets July 1995 - April 1997
Julius Baer Securities 1992 - 1995
Deutsche Bank Securities 1989 - 1992
Merrill Lynch 1983 - 1989
Greenwich Associates 1981 - 1983
Skills
Investments, Equities, Financial Markets, Strategic Planning, Business Planning, Business Relationship..., Start-ups, Entrepreneurship, Sales Management, Nonprofits, New Business Development, Management, European Markets, Strategy, Capital Markets, Global Business..., Business Development, Acquisition Integration, Finance, Mergers & Acquisitions, Trading
Education
Vassar College 1977 — 1980
BA, Political Science
Muhlenberg College 1976 — 1977
Yuriy Korolev's Merrill Lynch Experience March 2007 - October 2008
Job VP of Technology at Credit Suisse First Boston
Industry Information Technology and Services
Experience
Credit Suisse First Boston April 2010 - Present
Merrill Lynch March 2007 - October 2008
Morgan Stanley November 2003 - March 2006
GFINET August 2002 - November 2003
Measurisk September 2000 - August 2002
Gateway 1999 - 2000
Education
Moscow Aviation Institute (National Research University) 1985 — 1991
ms
Credit Suisse First Boston April 2010 - Present
Merrill Lynch March 2007 - October 2008
Morgan Stanley November 2003 - March 2006
GFINET August 2002 - November 2003
Measurisk September 2000 - August 2002
Gateway 1999 - 2000
Education
Moscow Aviation Institute (National Research University) 1985 — 1991
ms
Ryan Feldman's Merrill Lynch Experience March 2011 - Present
Job First Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2011 - Present
Merrill Lynch March 2008 - 2011
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investments, Investment Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Equities, Alternative Investments, Fixed Income, Strategic Financial..., Series 63, Asset Management
Education
Muhlenberg College 1992 — 1996
Bachelor of Arts (B.A.), Finance and Financial Management Services
Merrill Lynch March 2011 - Present
Merrill Lynch March 2008 - 2011
Skills
Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investments, Investment Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Equities, Alternative Investments, Fixed Income, Strategic Financial..., Series 63, Asset Management
Education
Muhlenberg College 1992 — 1996
Bachelor of Arts (B.A.), Finance and Financial Management Services
Dorien Hurtt's Merrill Lynch Experience December 2004 - January 2005
Job Sr Desktop SupportTrade Floor Support at PIMCO
Industry Information Technology and Services
Experience
PIMCO September 2014 - Present
MetLife Investments January 2006 - February 2014
Plainfield Board of Education 2010 - 2014
MetLife 2005 - 2014
MetLife 2005 - 2014
MetLife 2005 - 2014
Citigroup\Smith BarneyThe Computer Merchants, LTD April 2005 - October 2005
Volvo The Computer Merchants, LTD February 2005 - March 2005
Merrill Lynch December 2004 - January 2005
WachoviaThe Computer Merchants, LTD June 2004 - July 2004
Skills
Microsoft Exchange, VPN, Servers, DHCP, Active Directory, Windows XP, Networking
Education
Morgan State University
PIMCO September 2014 - Present
MetLife Investments January 2006 - February 2014
Plainfield Board of Education 2010 - 2014
MetLife 2005 - 2014
MetLife 2005 - 2014
MetLife 2005 - 2014
Citigroup\Smith BarneyThe Computer Merchants, LTD April 2005 - October 2005
Volvo The Computer Merchants, LTD February 2005 - March 2005
Merrill Lynch December 2004 - January 2005
WachoviaThe Computer Merchants, LTD June 2004 - July 2004
Skills
Microsoft Exchange, VPN, Servers, DHCP, Active Directory, Windows XP, Networking
Education
Morgan State University
Mangesh Pujari's Merrill Lynch Experience May 1998 - April 2004
Job Vice President at Bank of America
Industry Computer Software
Experience
Bank of America - Merrill Lynch February 2012 - Present
Bank of America - Merrill Lynch 2008 - 2012
Tata Consultancy Services 2004 - 2006
Merrill Lynch May 1998 - April 2004
Tata Consultancy Services September 1995 - March 1998
Skills
Business Analysis, SDLC, Software Project..., Requirements Analysis
Education
Nagpur University 1988 — 1992
Bachelor of Engineering (B.E.), Computer Technology/Computer Systems Technology
Hadas High School 1980 — 1985
High School, English, Physics, Chemistry, Biology, Mathematics
Bank of America - Merrill Lynch February 2012 - Present
Bank of America - Merrill Lynch 2008 - 2012
Tata Consultancy Services 2004 - 2006
Merrill Lynch May 1998 - April 2004
Tata Consultancy Services September 1995 - March 1998
Skills
Business Analysis, SDLC, Software Project..., Requirements Analysis
Education
Nagpur University 1988 — 1992
Bachelor of Engineering (B.E.), Computer Technology/Computer Systems Technology
Hadas High School 1980 — 1985
High School, English, Physics, Chemistry, Biology, Mathematics
Rich Lospinoso's Merrill Lynch Experience Manager of Planning and AnalysisDankaAugust 2003 - December 2005
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Manager of Planning and AnalysisDankaAugust 2003 - December 2005
Education
Muhlenberg College 1991 — 1995
Merrill Lynch Manager of Planning and AnalysisDankaAugust 2003 - December 2005
Education
Muhlenberg College 1991 — 1995
Katherine Clouse's Merrill Lynch Experience 1999 - 1999
Job Executive Communications Director at F5 Networks
Industry Public Relations and Communications
Experience
F5 Networks June 2015 - Present
Intellectual Ventures January 2013 - June 2015
Waggener Edstrom Worldwide January 2004 - January 2013
The OutCast Agency 2001 - 2002
U.S. Senator Patricia Murray (D-WA) 2000 - 2000
Merrill Lynch 1999 - 1999
Human Rights Watch 1998 - 1998
Education
The London School of Economics and Political Science (LSE) 2002 — 2003
MA, History of International Relations
Mount Holyoke College 1997 — 2001
BA, History
Bellarmine College Preparatory 1993 — 1997
High School
F5 Networks June 2015 - Present
Intellectual Ventures January 2013 - June 2015
Waggener Edstrom Worldwide January 2004 - January 2013
The OutCast Agency 2001 - 2002
U.S. Senator Patricia Murray (D-WA) 2000 - 2000
Merrill Lynch 1999 - 1999
Human Rights Watch 1998 - 1998
Education
The London School of Economics and Political Science (LSE) 2002 — 2003
MA, History of International Relations
Mount Holyoke College 1997 — 2001
BA, History
Bellarmine College Preparatory 1993 — 1997
High School
Namita Patel's Merrill Lynch Experience January 2012 - Present
Job .Net Consultant at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch January 2012 - Present
Integration International Inc. August 2010 - January 2012
Emerson Electric Co. August 2008 - July 2010
Izel Technologies,Inc. September 2007 - June 2008
Adaptive Sourcing,Inc. August 2006 - August 2007
One Star International May 2004 - July 2004
Skills
ASP.NET, C#, SQL Server, AJAX, XML, VB.NET, JavaScript, .NET, UML, WCF, ADO.NET, LINQ, Web Services, jQuery, VSS, Visual Studio, HTML, IIS, Silverlight, TFS, Agile, Software Development, Web Applications, Scrum, SSRS, ASP.NET AJAX, WinForms, SDLC, Database Design, Windows Services, SharePoint, WCF Services, Entity Framework, Agile Project Management, Web Development, C# 4.0
Education
Nagpur University 1998 — 2004
B.E., Computers
Merrill Lynch January 2012 - Present
Integration International Inc. August 2010 - January 2012
Emerson Electric Co. August 2008 - July 2010
Izel Technologies,Inc. September 2007 - June 2008
Adaptive Sourcing,Inc. August 2006 - August 2007
One Star International May 2004 - July 2004
Skills
ASP.NET, C#, SQL Server, AJAX, XML, VB.NET, JavaScript, .NET, UML, WCF, ADO.NET, LINQ, Web Services, jQuery, VSS, Visual Studio, HTML, IIS, Silverlight, TFS, Agile, Software Development, Web Applications, Scrum, SSRS, ASP.NET AJAX, WinForms, SDLC, Database Design, Windows Services, SharePoint, WCF Services, Entity Framework, Agile Project Management, Web Development, C# 4.0
Education
Nagpur University 1998 — 2004
B.E., Computers
Tim Whyte's Merrill Lynch Experience April 1999 - May 2008
Job Financial Advisor at Bank of America
Industry Financial Services
Experience
Bank of America May 2008 - Present
Merrill Lynch April 1999 - May 2008
Education
Muhlenberg College 1992 — 1996
Staten Island Tech 1988 — 1992
Bank of America May 2008 - Present
Merrill Lynch April 1999 - May 2008
Education
Muhlenberg College 1992 — 1996
Staten Island Tech 1988 — 1992
Marisol Bazile's Merrill Lynch Experience 1997 - 2001
Job Director of New Student Engagement and Leadership at NYIT Old Westbury
Industry Higher Education
Experience
New York Institute of Technology January 2010 - Present
Seton Hall University January 2005 - June 2008
University at Buffalo 2003 - 2005
Merrill Lynch 1997 - 2001
Skills
Higher Education, Program Development, Public Speaking, Staff Development, Student Affairs, Student Development, Teaching, Leadership Development, Event Planning, Conflict Resolution, Residence Life, Student Leadership, Leadership, Training, Student Engagement, Higher Education..., Student Counseling, Event Management, PowerPoint, Employee Training, Microsoft Office, Time Management, Team Building, Curriculum Design, Curriculum Development, Program Management, Fundraising
Education
University of South Florida 2001 — 2003
Master of Education, College Student Affairs
Mount Saint Mary College 1993 — 1997
Bachelors, English
St. Vincent Ferrer 1989 — 1993
Diploma, High School/Secondary Diplomas and Certificates
New York Institute of Technology January 2010 - Present
Seton Hall University January 2005 - June 2008
University at Buffalo 2003 - 2005
Merrill Lynch 1997 - 2001
Skills
Higher Education, Program Development, Public Speaking, Staff Development, Student Affairs, Student Development, Teaching, Leadership Development, Event Planning, Conflict Resolution, Residence Life, Student Leadership, Leadership, Training, Student Engagement, Higher Education..., Student Counseling, Event Management, PowerPoint, Employee Training, Microsoft Office, Time Management, Team Building, Curriculum Design, Curriculum Development, Program Management, Fundraising
Education
University of South Florida 2001 — 2003
Master of Education, College Student Affairs
Mount Saint Mary College 1993 — 1997
Bachelors, English
St. Vincent Ferrer 1989 — 1993
Diploma, High School/Secondary Diplomas and Certificates
Rick Keller's Merrill Lynch Experience September 2011 - February 2014
Job Former Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Merrill Lynch September 2011 - February 2014
Northwestern Mutual Financial Network April 2010 - September 2011
Pamrapo Savings Bank April 2008 - April 2009
CodeStreet May 2007 - September 2007
ICAP, plc/Brokertec January 2001 - January 2005
TruMarkets, Inc January 2000 - January 2001
Nomura Securities International January 1994 - January 2000
Mabon Securities Corporation January 1986 - January 1994
Paine Webber Inc January 1985 - January 1986
Skills
Fixed Income, Investments, Portfolio Management, Hedge Funds, Account Management, Structured Products, Strategic Financial..., Trading, Sales, Wealth Management, Securities, Banking, Derivatives, Business Planning, Business Development, Financial Risk, Analysis, Finance, Structured Finance, New Business Development, ABS, CRM, Electronic Trading, MBS, Management, Series 63, Series 24, Marketing, CMBS, Bloomberg Terminal, Financial Markets, FX Options, Relationship Management, Building Relationships
Education
Mount St. Mary's University 1976 — 1980
BS, Business & Finance
Holy Trinity H.S. 1972 — 1976
Dale Carnegie Training
Wells Fargo Advisors August 2014 - Present
Merrill Lynch September 2011 - February 2014
Northwestern Mutual Financial Network April 2010 - September 2011
Pamrapo Savings Bank April 2008 - April 2009
CodeStreet May 2007 - September 2007
ICAP, plc/Brokertec January 2001 - January 2005
TruMarkets, Inc January 2000 - January 2001
Nomura Securities International January 1994 - January 2000
Mabon Securities Corporation January 1986 - January 1994
Paine Webber Inc January 1985 - January 1986
Skills
Fixed Income, Investments, Portfolio Management, Hedge Funds, Account Management, Structured Products, Strategic Financial..., Trading, Sales, Wealth Management, Securities, Banking, Derivatives, Business Planning, Business Development, Financial Risk, Analysis, Finance, Structured Finance, New Business Development, ABS, CRM, Electronic Trading, MBS, Management, Series 63, Series 24, Marketing, CMBS, Bloomberg Terminal, Financial Markets, FX Options, Relationship Management, Building Relationships
Education
Mount St. Mary's University 1976 — 1980
BS, Business & Finance
Holy Trinity H.S. 1972 — 1976
Dale Carnegie Training
Misha Freud (aka Mikhail Pogul)'s Merrill Lynch Experience 1999 - 2002
Job Data Warehouse Specialist at Credit Suisse
Industry Computer Software
Experience
Credit Suisse December 2009 - Present
Starwood Hotels & Resorts May 2006 - November 2009
UBS AG 2004 - 2006
Encoda Systems 2003 - 2004
Merrill Lynch 1999 - 2002
ASCAP 1999 - 2000
Skills
Data Warehousing, ETL, Erwin, Informatica, Unix, PL/SQL, Data Modeling, Performance Tuning, Oracle SQL, Databases, Database Design, Team Leadership, Requirements Analysis, Business Intelligence, Dimensional Modeling, Data Warehouse..., Unix Shell Scripting, Business Objects, Data Integration, SQL Tuning, SQL, Business Analysis
Education
Moscow Technical University of Communications and Informatics (MTUCI)
Other
Credit Suisse December 2009 - Present
Starwood Hotels & Resorts May 2006 - November 2009
UBS AG 2004 - 2006
Encoda Systems 2003 - 2004
Merrill Lynch 1999 - 2002
ASCAP 1999 - 2000
Skills
Data Warehousing, ETL, Erwin, Informatica, Unix, PL/SQL, Data Modeling, Performance Tuning, Oracle SQL, Databases, Database Design, Team Leadership, Requirements Analysis, Business Intelligence, Dimensional Modeling, Data Warehouse..., Unix Shell Scripting, Business Objects, Data Integration, SQL Tuning, SQL, Business Analysis
Education
Moscow Technical University of Communications and Informatics (MTUCI)
Other
Gaby Altman's Merrill Lynch Experience 1984 - 1988
Job Marketing Director at Altman Investment Management
Industry Financial Services
Experience
Altman Investment Management January 2007 - Present
Wells Fargo Home Mortgage 1991 - 2006
BNY Mellon 1988 - 1991
Merrill Lynch 1984 - 1988
MetLife 1980 - 1984
Skills
Marketing, Analytics, Segmentation, Financial Services, Product Management, Online Marketing, Lead Generation, Marketing Strategy, Product Marketing, Client Relations Skills, Team Building, Customer Acquisition, Strategy
Education
Mount Holyoke College 1976 — 1980
Bachelor of Science (B.S.), Cultural Anthropology major and Sociology minor
Friends Academy 1972 — 1976
High School degree
Altman Investment Management January 2007 - Present
Wells Fargo Home Mortgage 1991 - 2006
BNY Mellon 1988 - 1991
Merrill Lynch 1984 - 1988
MetLife 1980 - 1984
Skills
Marketing, Analytics, Segmentation, Financial Services, Product Management, Online Marketing, Lead Generation, Marketing Strategy, Product Marketing, Client Relations Skills, Team Building, Customer Acquisition, Strategy
Education
Mount Holyoke College 1976 — 1980
Bachelor of Science (B.S.), Cultural Anthropology major and Sociology minor
Friends Academy 1972 — 1976
High School degree
Mark Youngelson's Merrill Lynch Experience 2002 - 2004
Job Insurance Agent/Broker at Insurance Express
Industry Insurance
Experience
Insurance Express June 2010 - Present
Regent Seven Seas Cruises 2008 - 2009
JPMorgan Chase 2004 - 2007
Merrill Lynch 2002 - 2004
American Stock Exchange 2000 - 2002
International Masters Publishers 1995 - 2000
Education
Muhlenberg College 1991 — 1995
BA, International Studies: Business & Economics
Nova Southeastern University
Insurance Express June 2010 - Present
Regent Seven Seas Cruises 2008 - 2009
JPMorgan Chase 2004 - 2007
Merrill Lynch 2002 - 2004
American Stock Exchange 2000 - 2002
International Masters Publishers 1995 - 2000
Education
Muhlenberg College 1991 — 1995
BA, International Studies: Business & Economics
Nova Southeastern University
Lauren Casa's Merrill Lynch Experience November 2006 - March 2009
Job Director, Campus Recruitment & Development at UBS
Industry Financial Services
Experience
UBS September 2012 - Present
UBS January 2010 - September 2012
Merrill Lynch November 2006 - March 2009
Morgan Stanley July 2006 - October 2006
Morgan Stanley September 2005 - July 2006
Morgan Stanley March 2003 - September 2005
Morgan Stanley March 2000 - March 2003
Skills
Change Management, Human Resources, Leadership, Management, Program Management, Recruiting, Strategy, Employee Relations, Financial Services
Education
Muhlenberg College 1994 — 1998
BA, English
Goldsmiths College, University of London 1996 — 1996
English Literature
Union Catholic Regional High School 1990 — 1994
UBS September 2012 - Present
UBS January 2010 - September 2012
Merrill Lynch November 2006 - March 2009
Morgan Stanley July 2006 - October 2006
Morgan Stanley September 2005 - July 2006
Morgan Stanley March 2003 - September 2005
Morgan Stanley March 2000 - March 2003
Skills
Change Management, Human Resources, Leadership, Management, Program Management, Recruiting, Strategy, Employee Relations, Financial Services
Education
Muhlenberg College 1994 — 1998
BA, English
Goldsmiths College, University of London 1996 — 1996
English Literature
Union Catholic Regional High School 1990 — 1994
John J. Lebeau's Merrill Lynch Experience June 2000 - September 2001
Job Founder, John J. Lebeau & Co., LLC
Industry Insurance
Experience
JOHN J. LEBEAU & CO., LLC January 2008 - Present
SEABOARD CAPITAL PARTNERS, LLC March 2006 - Present
BNY MELLON WEALTH MANAGEMENT October 2007 - December 2007
JOHN J. LEBEAU & CO., LLC April 2002 - October 2007
First Union Securities November 2001 - April 2002
Merrill Lynch June 2000 - September 2001
JOHN J. LEBEAU March 1994 - June 2000
JOHN J LEBEAU February 1985 - March 1994
SANFORD C. BERNSTEIN & CO. October 1982 - February 1985
E.F. HUTTON December 1980 - October 1982
Skills
Investments, Wealth Management, Financial Advisory, Retirement Planning, Alternative Investments, Financial Services, Private Equity, Fixed Annuities, Business Development, Management, Business Planning, Entrepreneurship, Finance, Risk Management, Financial Analysis, Insurance, Mergers & Acquisitions, Venture Capital, Executive Management, Small Business, Due Diligence, Sales
Education
Muhlenberg College 1978 — 1981
Economics
The Lawrenceville School 1977 — 1978
Washington Township High School
JOHN J. LEBEAU & CO., LLC January 2008 - Present
SEABOARD CAPITAL PARTNERS, LLC March 2006 - Present
BNY MELLON WEALTH MANAGEMENT October 2007 - December 2007
JOHN J. LEBEAU & CO., LLC April 2002 - October 2007
First Union Securities November 2001 - April 2002
Merrill Lynch June 2000 - September 2001
JOHN J. LEBEAU March 1994 - June 2000
JOHN J LEBEAU February 1985 - March 1994
SANFORD C. BERNSTEIN & CO. October 1982 - February 1985
E.F. HUTTON December 1980 - October 1982
Skills
Investments, Wealth Management, Financial Advisory, Retirement Planning, Alternative Investments, Financial Services, Private Equity, Fixed Annuities, Business Development, Management, Business Planning, Entrepreneurship, Finance, Risk Management, Financial Analysis, Insurance, Mergers & Acquisitions, Venture Capital, Executive Management, Small Business, Due Diligence, Sales
Education
Muhlenberg College 1978 — 1981
Economics
The Lawrenceville School 1977 — 1978
Washington Township High School
vaibhav maddiwar's Merrill Lynch Experience June 2010 - November 2010
Job at
Industry Information Technology and Services
Experience
Plymouth Rock Assurance March 2013 - Present
Brown Brothers Harriman November 2010 - April 2013
Merrill Lynch June 2010 - November 2010
Bank of America October 2007 - June 2010
Skills
Java, Java Enterprise Edition, Struts, Spring Integration, Spring, JSF, Agile & Waterfall..., RichFaces, HTML, jQuery, JavaScript, Weblogic, Websphere, Eclipse, RAD, Oracle, Oracle PL/SQL..., Hibernate 3.1, JPA, XML, CSS, XSLT, XHTML, JAXB, Ant, Hibernate, JMS, JUnit, DB2, PL/SQL, Design Patterns, UML, Web Services, Agile Methodologies, JDBC, Servlets, JSP, J2EE Application..., WebSphere Application..., Sun Certified Java..., JIRA, XSL, AJAX, REST, jQuery UI, Tortoise SVN, Maven, JBoss Application Server, Spring Framework
Education
Nagpur University 2000 — 2004
Bachelor's degree, Electrical and Electronics Engineering
Plymouth Rock Assurance March 2013 - Present
Brown Brothers Harriman November 2010 - April 2013
Merrill Lynch June 2010 - November 2010
Bank of America October 2007 - June 2010
Skills
Java, Java Enterprise Edition, Struts, Spring Integration, Spring, JSF, Agile & Waterfall..., RichFaces, HTML, jQuery, JavaScript, Weblogic, Websphere, Eclipse, RAD, Oracle, Oracle PL/SQL..., Hibernate 3.1, JPA, XML, CSS, XSLT, XHTML, JAXB, Ant, Hibernate, JMS, JUnit, DB2, PL/SQL, Design Patterns, UML, Web Services, Agile Methodologies, JDBC, Servlets, JSP, J2EE Application..., WebSphere Application..., Sun Certified Java..., JIRA, XSL, AJAX, REST, jQuery UI, Tortoise SVN, Maven, JBoss Application Server, Spring Framework
Education
Nagpur University 2000 — 2004
Bachelor's degree, Electrical and Electronics Engineering
Mary Beth Bevacqua's Merrill Lynch Experience April 2004 - June 2006
Job Alternative Assets Management Citi
Industry Investment Banking
Experience
Citi July 2006 - Present
Merrill Lynch April 2004 - June 2006
BlackRock June 1996 - June 2000
Skills
Capital Markets, Fixed Income, Equities, Mutual Funds, Investments, Portfolio Management, Bloomberg, Finance, Hedge Funds, Financial Modeling, Asset Management, Series 7, Alternative Investments, Series 63
Education
Saint John's University 1994 — 1996
Mount Saint Mary's College 1990 — 1994
Bachelor of Science, Psychology
Citi July 2006 - Present
Merrill Lynch April 2004 - June 2006
BlackRock June 1996 - June 2000
Skills
Capital Markets, Fixed Income, Equities, Mutual Funds, Investments, Portfolio Management, Bloomberg, Finance, Hedge Funds, Financial Modeling, Asset Management, Series 7, Alternative Investments, Series 63
Education
Saint John's University 1994 — 1996
Mount Saint Mary's College 1990 — 1994
Bachelor of Science, Psychology
Ken Kearsh's Merrill Lynch Experience April 1980 - Present
Job Retired at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1980 - Present
Skills
Investments, Equities, Portfolio Management, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Analysis, Securities, Credit, Capital Markets, Retirement, Series 7, Financial Services, Wealth Management, Microsoft Word, Hedge Funds, Microsoft Excel, Bloomberg
Education
Muskingum College 1964 — 1968
Economics
Merrill Lynch April 1980 - Present
Skills
Investments, Equities, Portfolio Management, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Analysis, Securities, Credit, Capital Markets, Retirement, Series 7, Financial Services, Wealth Management, Microsoft Word, Hedge Funds, Microsoft Excel, Bloomberg
Education
Muskingum College 1964 — 1968
Economics
John McKenty's Merrill Lynch Experience October 1999 - June 2008
Job Relational and Consultative Sales within RIA community.
Industry Financial Services
Experience
State Street December 2013 - Present
Charles Schwab Institutional May 2011 - November 2013
Merrill Lynch October 1999 - June 2008
Education
Mount St. Mary's University 1994 — 1998
State Street December 2013 - Present
Charles Schwab Institutional May 2011 - November 2013
Merrill Lynch October 1999 - June 2008
Education
Mount St. Mary's University 1994 — 1998
Imias Ansara's Merrill Lynch Experience November 2010 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Provenance Wealth Advisors December 2007 - December 2009
Lehman Brothers 2004 - 2007
Skills
Series 7, 63 & 66...
Education
Mount Holyoke College 1993 — 1997
Bachelor of Arts (BA), International Relations
Merrill Lynch November 2010 - Present
Provenance Wealth Advisors December 2007 - December 2009
Lehman Brothers 2004 - 2007
Skills
Series 7, 63 & 66...
Education
Mount Holyoke College 1993 — 1997
Bachelor of Arts (BA), International Relations
Kathy Salisbury's Merrill Lynch Experience 1999 - 2002
Job VP, Compensation, Benefits, HRIS & Payroll at Sensata Technologies
Industry Financial Services
Experience
Sensata Technologies May 2014 - Present
Cytec Industries Inc. August 2011 - April 2014
Cytec Industries, Inc. August 2010 - July 2011
CIT Group Inc. March 2009 - August 2010
CIT Group Inc. September 2002 - March 2009
Merrill Lynch 1999 - 2002
PaineWebber 1996 - 1999
Watson Wyatt Data Services 1991 - 1996
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
Master of Business Administration (M.B.A.), Organizational Behavior and Technology Management
Mount Holyoke College 1986 — 1990
Bachelor’s Degree, Mathematics
Sensata Technologies May 2014 - Present
Cytec Industries Inc. August 2011 - April 2014
Cytec Industries, Inc. August 2010 - July 2011
CIT Group Inc. March 2009 - August 2010
CIT Group Inc. September 2002 - March 2009
Merrill Lynch 1999 - 2002
PaineWebber 1996 - 1999
Watson Wyatt Data Services 1991 - 1996
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
Master of Business Administration (M.B.A.), Organizational Behavior and Technology Management
Mount Holyoke College 1986 — 1990
Bachelor’s Degree, Mathematics
Lisa Rainforth's Merrill Lynch Experience January 1992 - March 2000
Job Wells Fargo Trust
Industry Financial Services
Experience
Wells Fargo Trust 2007 - Present
Citigroup 2000 - 2006
Merrill Lynch January 1992 - March 2000
Skills
Philanthropy, Investments, High Net Worth..., Nonprofits, Non-profit..., Wealth Management, Endowments, Banking, Asset Allocation, Mutual Funds, Alternative Investments, Trust Services, Fiduciary Services, Estate Planning, Wealth Management...
Education
Mount Holyoke College 1982 — 1986
ba, economics
University of Massachusetts, Amherst
Wells Fargo Trust 2007 - Present
Citigroup 2000 - 2006
Merrill Lynch January 1992 - March 2000
Skills
Philanthropy, Investments, High Net Worth..., Nonprofits, Non-profit..., Wealth Management, Endowments, Banking, Asset Allocation, Mutual Funds, Alternative Investments, Trust Services, Fiduciary Services, Estate Planning, Wealth Management...
Education
Mount Holyoke College 1982 — 1986
ba, economics
University of Massachusetts, Amherst
Martin Zaccardo's Merrill Lynch Experience September 2000 - October 2001
Job Sales Executive at Technaprint
Industry Plastics
Experience
AIM Industries January 2013 - Present
Deco Tech February 2010 - March 2011
Pad Print Machinery of Vermont June 2008 - March 2009
Saddleback Valley Real Estate & Mortgage Services February 2006 - May 2008
Guaranty Bank May 2004 - April 2005
Southern California Funding June 2002 - April 2004
Morgan Stanley October 2001 - August 2002
Merrill Lynch September 2000 - October 2001
Graphics International Group June 1997 - April 1999
Teca-Print USA September 1992 - April 1997
Skills
Direct Sales, Sales, New Business Development, CRM, Sales Management, Selling, Marketing Strategy, Business Development, Marketing, Microsoft Office, Manufacturing, Product Marketing, Sales Operations, Key Account Management
Education
Pepperdine University 1999 — 2000
Business
Mount Wachusett Community College 1983 — 1985
EET, Business
AIM Industries January 2013 - Present
Deco Tech February 2010 - March 2011
Pad Print Machinery of Vermont June 2008 - March 2009
Saddleback Valley Real Estate & Mortgage Services February 2006 - May 2008
Guaranty Bank May 2004 - April 2005
Southern California Funding June 2002 - April 2004
Morgan Stanley October 2001 - August 2002
Merrill Lynch September 2000 - October 2001
Graphics International Group June 1997 - April 1999
Teca-Print USA September 1992 - April 1997
Skills
Direct Sales, Sales, New Business Development, CRM, Sales Management, Selling, Marketing Strategy, Business Development, Marketing, Microsoft Office, Manufacturing, Product Marketing, Sales Operations, Key Account Management
Education
Pepperdine University 1999 — 2000
Business
Mount Wachusett Community College 1983 — 1985
EET, Business
Tina Madon's Merrill Lynch Experience January 2007 - November 2007
Job Managing Director, Head of Public Markets Investor Relations at OchZiff Capital Management Group LLC
Industry Financial Services
Experience
Och-Ziff Capital Management Group LLC November 2007 - Present
Merrill Lynch January 2007 - November 2007
Merrill Lynch July 2005 - December 2006
Merrill Lynch January 2002 - June 2005
Merrill Lynch March 2000 - December 2001
Lehman Brothers 1998 - 2000
Lehman Brothers Holdings Inc. 1996 - 1998
Lehman Brothers 1992 - 1995
Sears, Roebuck and Co. 1990 - 1992
Lehman Brothers 1987 - 1990
Skills
Capital Markets, Treasury Management, Hedge Funds, Equities, Corporate Communications, Investor Relations, Emerging Markets, Private Equity, Alternative Investments, Asset Management, Fixed Income, Equity Research
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Double Concentration in Finance and Business Policy
Mount Holyoke College 1981 — 1985
BA, International Relations
Och-Ziff Capital Management Group LLC November 2007 - Present
Merrill Lynch January 2007 - November 2007
Merrill Lynch July 2005 - December 2006
Merrill Lynch January 2002 - June 2005
Merrill Lynch March 2000 - December 2001
Lehman Brothers 1998 - 2000
Lehman Brothers Holdings Inc. 1996 - 1998
Lehman Brothers 1992 - 1995
Sears, Roebuck and Co. 1990 - 1992
Lehman Brothers 1987 - 1990
Skills
Capital Markets, Treasury Management, Hedge Funds, Equities, Corporate Communications, Investor Relations, Emerging Markets, Private Equity, Alternative Investments, Asset Management, Fixed Income, Equity Research
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Double Concentration in Finance and Business Policy
Mount Holyoke College 1981 — 1985
BA, International Relations
Monica Ilea's Merrill Lynch Experience June 2012 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Lakeshore Plastic Surgery Inc April 2008 - Present
Vincent's Flooring, Inc September 2002 - January 2006
Skills
Management, Portfolio Management, Equities, Financial Modeling, Investments, Asset Management, Sales
Education
London School of Economics 2009 — 2010
MSc, Comparative Politics - Politics and Markets
Mount Holyoke College 2006 — 2007
Bachelor of Arts, International Relations
Wilbur Wright College 2003 — 2005
Associate of Arts
University of Oradea
English and Romanian
Merrill Lynch June 2012 - Present
Lakeshore Plastic Surgery Inc April 2008 - Present
Vincent's Flooring, Inc September 2002 - January 2006
Skills
Management, Portfolio Management, Equities, Financial Modeling, Investments, Asset Management, Sales
Education
London School of Economics 2009 — 2010
MSc, Comparative Politics - Politics and Markets
Mount Holyoke College 2006 — 2007
Bachelor of Arts, International Relations
Wilbur Wright College 2003 — 2005
Associate of Arts
University of Oradea
English and Romanian
Banita Sarwar's Merrill Lynch Experience July 2006 - November 2008
Job Manager, Digital Promotions at Starwood Hotels & Resorts Worldwide, Inc.
Industry Online Media
Experience
Starwood Hotels & Resorts Worldwide, Inc. May 2013 - Present
Saavn 2008 - May 2013
Merrill Lynch July 2006 - November 2008
Skills
Digital Media, Valuation, Investment Banking, Quantitative Analytics, Digital Ad, Account Management, Display Advertising, Analytics, Digital Marketing, Advertising Operations, Online Advertising, Strategy, SEM, Digital Strategy, Mobile Marketing, Media Planning, Advertising, CRM, Management, Marketing, Marketing Strategy
Education
New York University 2012 — 2013
Digital Media Marketing Certificate
Syracuse University - Maxwell School of Citizenship and Public Affairs 2004 — 2006
Double MA, Economics & International Relations
Mount Holyoke College 2000 — 2004
Bachelor of Arts (BA), International Relations
Starwood Hotels & Resorts Worldwide, Inc. May 2013 - Present
Saavn 2008 - May 2013
Merrill Lynch July 2006 - November 2008
Skills
Digital Media, Valuation, Investment Banking, Quantitative Analytics, Digital Ad, Account Management, Display Advertising, Analytics, Digital Marketing, Advertising Operations, Online Advertising, Strategy, SEM, Digital Strategy, Mobile Marketing, Media Planning, Advertising, CRM, Management, Marketing, Marketing Strategy
Education
New York University 2012 — 2013
Digital Media Marketing Certificate
Syracuse University - Maxwell School of Citizenship and Public Affairs 2004 — 2006
Double MA, Economics & International Relations
Mount Holyoke College 2000 — 2004
Bachelor of Arts (BA), International Relations
Prabhat Vaish's Merrill Lynch Experience October 2002 - December 2009
Job Global coHead of Technology at Mizuho Capital Markets Corp.
Industry Financial Services
Experience
Mizuho Capital Markets Corp. January 2015 - Present
Bank of America 2009 - December 2014
Merrill Lynch October 2002 - December 2009
ePartners 2000 - 2003
Harkara 1999 - 2000
Pacific Life 1998 - 1999
Marshall Industries 1997 - 1999
National Informatics Center 1987 - 1996
Skills
Derivatives, Sybase, Fixed Income, IT Strategy, Market Risk, Stress Testing, Backtesting, Java, Python, FX Options, Portfolio Management, Financial Risk, Capital Markets, Options, Investment Banking, Business Analysis, Trading Systems, Management, Risk Management, SDLC
Education
Motilal Nehru National Institute Of Technology 1984 — 1987
Masters, Computer Applications
University of Allahabad 1981 — 1984
Bachelor of Science, Maths, Physics
Mizuho Capital Markets Corp. January 2015 - Present
Bank of America 2009 - December 2014
Merrill Lynch October 2002 - December 2009
ePartners 2000 - 2003
Harkara 1999 - 2000
Pacific Life 1998 - 1999
Marshall Industries 1997 - 1999
National Informatics Center 1987 - 1996
Skills
Derivatives, Sybase, Fixed Income, IT Strategy, Market Risk, Stress Testing, Backtesting, Java, Python, FX Options, Portfolio Management, Financial Risk, Capital Markets, Options, Investment Banking, Business Analysis, Trading Systems, Management, Risk Management, SDLC
Education
Motilal Nehru National Institute Of Technology 1984 — 1987
Masters, Computer Applications
University of Allahabad 1981 — 1984
Bachelor of Science, Maths, Physics
Yury Sokoll's Merrill Lynch Experience September 1992 - April 1994
Job Big Data Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle January 2015 - Present
US Bankruptcy Court July 2008 - February 2015
BayCal Financial June 2004 - July 2008
Sungard March 2002 - June 2004
Charles Schwab/EBT July 2000 - March 2002
Barra Co. July 1999 - July 2000
Wells Fargo Bank March 1999 - July 1999
Autodesk Co. November 1997 - March 1999
Informix Co. April 1994 - November 1997
Merrill Lynch September 1992 - April 1994
Skills
SQL, Microsoft SQL Server, Windows Server, Java, Oracle, JavaScript, HTML, Troubleshooting, Requirements Analysis, Informix, Data Warehousing, Database Design, Database Administration, Perl Script, C Language, XML, ETL, PLSQL, Shell Scripting, Unix, Linux
Education
Moscow Institute of Electronics and Mathematics (Technical University)
Master of Computer Science and Electrical Engineering, Computer Science and Electrical Engineering
Moscow Technical University, USSR
M.S. in Electrical Engineering
Oracle January 2015 - Present
US Bankruptcy Court July 2008 - February 2015
BayCal Financial June 2004 - July 2008
Sungard March 2002 - June 2004
Charles Schwab/EBT July 2000 - March 2002
Barra Co. July 1999 - July 2000
Wells Fargo Bank March 1999 - July 1999
Autodesk Co. November 1997 - March 1999
Informix Co. April 1994 - November 1997
Merrill Lynch September 1992 - April 1994
Skills
SQL, Microsoft SQL Server, Windows Server, Java, Oracle, JavaScript, HTML, Troubleshooting, Requirements Analysis, Informix, Data Warehousing, Database Design, Database Administration, Perl Script, C Language, XML, ETL, PLSQL, Shell Scripting, Unix, Linux
Education
Moscow Institute of Electronics and Mathematics (Technical University)
Master of Computer Science and Electrical Engineering, Computer Science and Electrical Engineering
Moscow Technical University, USSR
M.S. in Electrical Engineering
Susan Gibbs, CRPC's Merrill Lynch Experience December 2006 - March 2009
Job Internal Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management March 2014 - Present
Goodworth Kitchie & Associates, LLC April 2009 - March 2014
The Advisor Center 2013 - 2013
Merrill Lynch December 2006 - March 2009
Smith Barney April 2001 - December 2006
Merrill Lynch April 1997 - April 2001
Edward Jones June 1996 - April 1997
Northern Trust Corporation November 1984 - April 1997
Principal Financial Group 1992 - 1995
Skills
Finance, Business Development, Securities, Management, Sales, FINRA, Leadership, Financial Analysis, Insurance, Risk Management, Banking, Credit, Employee Benefits, Business Planning, Customer Relations, Strategic Planning, Loans, Budgets, Process Improvement, Accounting, New Business Development
Education
Roosevelt University
Paralegal Certification; Litigation
Mount Mary University
BA, Business
Regina Dominican High School
High School, college prep
BMO Global Asset Management March 2014 - Present
Goodworth Kitchie & Associates, LLC April 2009 - March 2014
The Advisor Center 2013 - 2013
Merrill Lynch December 2006 - March 2009
Smith Barney April 2001 - December 2006
Merrill Lynch April 1997 - April 2001
Edward Jones June 1996 - April 1997
Northern Trust Corporation November 1984 - April 1997
Principal Financial Group 1992 - 1995
Skills
Finance, Business Development, Securities, Management, Sales, FINRA, Leadership, Financial Analysis, Insurance, Risk Management, Banking, Credit, Employee Benefits, Business Planning, Customer Relations, Strategic Planning, Loans, Budgets, Process Improvement, Accounting, New Business Development
Education
Roosevelt University
Paralegal Certification; Litigation
Mount Mary University
BA, Business
Regina Dominican High School
High School, college prep
Michael Mrkobrad's Merrill Lynch Experience January 2007 - December 2009
Job DHS
Industry Law Enforcement
Experience
Morgan Stanley Smith Barney December 2009 - July 2010
Merrill Lynch January 2007 - December 2009
NY / NJ High Intensity Financial Crimes January 2005 - January 2007
Skills
AML, Operational Risk, FINRA, Risk Assessment, KYC, Bank Secrecy Act, Investigation, OFAC, Anti Money Laundering, Surveillance, Due Diligence, Financial Risk, Risk Management, Financial Regulation, Financial Services, Fraud, Operational Risk..., Securities, Financial Analysis, Analysis, Equities, Capital Markets
Education
Muhlenberg College
Morgan Stanley Smith Barney December 2009 - July 2010
Merrill Lynch January 2007 - December 2009
NY / NJ High Intensity Financial Crimes January 2005 - January 2007
Skills
AML, Operational Risk, FINRA, Risk Assessment, KYC, Bank Secrecy Act, Investigation, OFAC, Anti Money Laundering, Surveillance, Due Diligence, Financial Risk, Risk Management, Financial Regulation, Financial Services, Fraud, Operational Risk..., Securities, Financial Analysis, Analysis, Equities, Capital Markets
Education
Muhlenberg College
James Buro's Merrill Lynch Experience September 1987 - February 1991
Job President, Wall Street Speaking
Industry Financial Services
Experience
Wall Street Speaking May 2002 - Present
National Speakers Association 2006 - 2015
PLANCO July 2000 - May 2002
Hartford Insurance Group July 1997 - July 2000
Essex Corporation/Essex National Securities July 1991 - July 1997
Merrill Lynch September 1987 - February 1991
Baraban Securities June 1984 - September 1987
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1978
BS, Economics/Accounting
Muhlenberg College 1974 — 1976
Economics/Accounting
Wall Street Speaking May 2002 - Present
National Speakers Association 2006 - 2015
PLANCO July 2000 - May 2002
Hartford Insurance Group July 1997 - July 2000
Essex Corporation/Essex National Securities July 1991 - July 1997
Merrill Lynch September 1987 - February 1991
Baraban Securities June 1984 - September 1987
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1978
BS, Economics/Accounting
Muhlenberg College 1974 — 1976
Economics/Accounting
Felix Weinstein's Merrill Lynch Experience 1999 - 2002
Job Experienced Technical Program Manager and Techo/Functional Lead, HRMS, PeopleSoft
Industry Information Technology and Services
Experience
FISA, NYC November 2006 - Present
ACS 2005 - 2006
Mellon Bank, HR&IS 2002 - 2005
Merrill Lynch 1999 - 2002
The Hunter Group 1997 - 1999
Maimonides Medical Center 1992 - 1997
Skills
Business Analysis, Business Process, Business Process..., ERP, HRIS, PeopleSoft, Personnel Management, Program Management, Project Management, Requirements Analysis, SDLC, Software Project..., Business Intelligence, Data Warehousing, Integration, PMP, Software Documentation, Vendor Management, Requirements Gathering, Quality Assurance
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 1974 — 1980
Master of Science (MS)
FISA, NYC November 2006 - Present
ACS 2005 - 2006
Mellon Bank, HR&IS 2002 - 2005
Merrill Lynch 1999 - 2002
The Hunter Group 1997 - 1999
Maimonides Medical Center 1992 - 1997
Skills
Business Analysis, Business Process, Business Process..., ERP, HRIS, PeopleSoft, Personnel Management, Program Management, Project Management, Requirements Analysis, SDLC, Software Project..., Business Intelligence, Data Warehousing, Integration, PMP, Software Documentation, Vendor Management, Requirements Gathering, Quality Assurance
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 1974 — 1980
Master of Science (MS)
Debbie Lajewski's Merrill Lynch Experience August 1997 - May 2012
Job Vice President, Senior Trust Officer at Merrill Lynch
Industry Legal Services
Experience
Merrill Lynch Trust Company May 2012 - Present
Merrill Lynch August 1997 - May 2012
Education
Mount St. Mary's University
BS, Business and Finance
Widener University School of Law
JD
Merrill Lynch Trust Company May 2012 - Present
Merrill Lynch August 1997 - May 2012
Education
Mount St. Mary's University
BS, Business and Finance
Widener University School of Law
JD
Traci Wagner's Merrill Lynch Experience March 2015 - Present
Job Client Associate at Merrill Lynch
Industry Retail
Experience
Merrill Lynch March 2015 - Present
Macy's October 2014 - March 2015
Cintrifuse July 2013 - July 2014
Procter & Gamble November 2005 - October 2012
Procter & Gamble July 2000 - November 2005
Procter & Gamble May 1999 - July 2000
Skills
Sales, Team Building, Cross-functional Team..., Customer Service, Time Management, Organizational..., Event Planning, Employee Training, Recruiting, Teaching, Microsoft Office, Microsoft Word, Building Relationships, Human Resources, Branch Banking, Executive..., New Hire Orientations, Project Planning, Department Budgeting, Office Management, Microsoft Excel, PowerPoint, Sports Coaching, Food Industry, Lodging Industry, Merchandising, Volunteering, Executive Calendar..., Travel Management, Convenience Stores, Hotel Booking, Talent Booking, Retail Sales, Wealth Management..., Client Relations
Education
Mount St. Joseph University
Bachelor's Degree, Psychology
Merrill Lynch March 2015 - Present
Macy's October 2014 - March 2015
Cintrifuse July 2013 - July 2014
Procter & Gamble November 2005 - October 2012
Procter & Gamble July 2000 - November 2005
Procter & Gamble May 1999 - July 2000
Skills
Sales, Team Building, Cross-functional Team..., Customer Service, Time Management, Organizational..., Event Planning, Employee Training, Recruiting, Teaching, Microsoft Office, Microsoft Word, Building Relationships, Human Resources, Branch Banking, Executive..., New Hire Orientations, Project Planning, Department Budgeting, Office Management, Microsoft Excel, PowerPoint, Sports Coaching, Food Industry, Lodging Industry, Merchandising, Volunteering, Executive Calendar..., Travel Management, Convenience Stores, Hotel Booking, Talent Booking, Retail Sales, Wealth Management..., Client Relations
Education
Mount St. Joseph University
Bachelor's Degree, Psychology
Sri Gollamudi's Merrill Lynch Experience September 2007 - October 2009
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi November 2009 - Present
Merrill Lynch September 2007 - October 2009
Bear Stearns 2005 - 2007
Univison Online 2001 - 2005
Intel 2000 - 2002
Cognizant Technology Solutions 1996 - 2002
Education
Motilal Nehru National Institute Of Technology 1993 — 1996
Citi November 2009 - Present
Merrill Lynch September 2007 - October 2009
Bear Stearns 2005 - 2007
Univison Online 2001 - 2005
Intel 2000 - 2002
Cognizant Technology Solutions 1996 - 2002
Education
Motilal Nehru National Institute Of Technology 1993 — 1996
Lorraine Knepple, CPA's Merrill Lynch Experience March 1990 - March 2002
Job Disney Consumer Products
Industry Entertainment
Experience
The Walt Disney Company August 2013 - Present
Saint Peter School September 2002 - Present
Tiny World Nursery School March 2001 - Present
Merrill Lynch March 1990 - March 2002
Education
Mount Saint Mary's College 1985 — 1989
B.S. Accounting, Accounting and Business/Management
The Walt Disney Company August 2013 - Present
Saint Peter School September 2002 - Present
Tiny World Nursery School March 2001 - Present
Merrill Lynch March 1990 - March 2002
Education
Mount Saint Mary's College 1985 — 1989
B.S. Accounting, Accounting and Business/Management
Senthil Kumar Panneerselvam's Merrill Lynch Experience June 2011 - February 2013
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Merrill Lynch June 2011 - February 2013
Education
Motilal Nehru National Institute Of Technology 1999 — 2003
B.TECH, MECHANICAL ENGINEERING
Bank of America March 2014 - Present
Merrill Lynch June 2011 - February 2013
Education
Motilal Nehru National Institute Of Technology 1999 — 2003
B.TECH, MECHANICAL ENGINEERING
Leonid Kleinman's Merrill Lynch Experience September 2013 - Present
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Barclays Capital September 2008 - September 2013
Lehman Brothers 2006 - 2008
Morgan Stanley April 2003 - May 2006
Deutsche Bank October 2000 - March 2003
eSpeed May 2000 - October 2000
Competitive Media Reporting January 1999 - May 2000
Davidsohn Group Inc March 1997 - January 1999
Koch Engineering (currently Koch-Glitsch) April 1995 - March 1997
Skills
Interest Rate..., Derivatives, Fixed Income, Credit Derivatives, Trading Systems, C++, Unix
Education
Columbia University 2008 — 2008
Certificate in Financial Engineering
University of Missouri-Rolla 1991 — 1995
Doctor of Philosophy (Ph.D.), Chemical Engineering
Moscow Institute of Physics and Technology (State University) (MIPT)
Master's Degree, Fluid Mechanics
Merrill Lynch September 2013 - Present
Barclays Capital September 2008 - September 2013
Lehman Brothers 2006 - 2008
Morgan Stanley April 2003 - May 2006
Deutsche Bank October 2000 - March 2003
eSpeed May 2000 - October 2000
Competitive Media Reporting January 1999 - May 2000
Davidsohn Group Inc March 1997 - January 1999
Koch Engineering (currently Koch-Glitsch) April 1995 - March 1997
Skills
Interest Rate..., Derivatives, Fixed Income, Credit Derivatives, Trading Systems, C++, Unix
Education
Columbia University 2008 — 2008
Certificate in Financial Engineering
University of Missouri-Rolla 1991 — 1995
Doctor of Philosophy (Ph.D.), Chemical Engineering
Moscow Institute of Physics and Technology (State University) (MIPT)
Master's Degree, Fluid Mechanics
Maria Pencheva's Merrill Lynch Experience June 2004 - July 2004
Job Managing Director
Industry Investment Banking
Experience
Innovative Shareholder Strategies, LLC July 2012 - Present
CSG Partners, LLC February 2009 - June 2012
Barclays Capital September 2006 - December 2008
Barclays Capital June 2005 - August 2005
Merrill Lynch June 2004 - July 2004
Skills
Valuation, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence, Mergers & Acquisitions, Fixed Income, Capital Markets, Private Equity, Leveraged Finance, Financial Structuring, Finance, LBO, Investments, Capital Structure, Equities
Education
Mount Holyoke College 2002 — 2006
Bachelor of Arts, Economics, Statistics
Universidad de Salamanca 2004 — 2005
Semester Abroad, IES Study Abroad Program
American College of Sofia 1997 — 2002
High School Diploma
Innovative Shareholder Strategies, LLC July 2012 - Present
CSG Partners, LLC February 2009 - June 2012
Barclays Capital September 2006 - December 2008
Barclays Capital June 2005 - August 2005
Merrill Lynch June 2004 - July 2004
Skills
Valuation, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence, Mergers & Acquisitions, Fixed Income, Capital Markets, Private Equity, Leveraged Finance, Financial Structuring, Finance, LBO, Investments, Capital Structure, Equities
Education
Mount Holyoke College 2002 — 2006
Bachelor of Arts, Economics, Statistics
Universidad de Salamanca 2004 — 2005
Semester Abroad, IES Study Abroad Program
American College of Sofia 1997 — 2002
High School Diploma
David Haight CFP(R)'s Merrill Lynch Experience April 2009 - Present
Job Endowment Advisor/ Planned Giving Specialist
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Presbyterian Foundation September 2004 - April 2009
Muhlenberg College 2002 - 2004
Frost Valley YMCA June 1995 - September 2002
Skills
Fundraising, Non-profits, Planned Giving, Volunteer Management, Program Development, Public Speaking, Community Outreach, Event Planning, Strategic Planning, Marketing, Leadership, Research, Customer Service, Management, Philanthropy, Nonprofits, Microsoft Word, Leadership Development, Budgets, Staff Development
Education
New York University- Wanger School 2001 — 2003
MPA, non- profit management
Muhlenberg College 1988 — 1992
BA, History, Secondary Education
Montclair Kimberly Academy 1984 — 1988
Merrill Lynch April 2009 - Present
Presbyterian Foundation September 2004 - April 2009
Muhlenberg College 2002 - 2004
Frost Valley YMCA June 1995 - September 2002
Skills
Fundraising, Non-profits, Planned Giving, Volunteer Management, Program Development, Public Speaking, Community Outreach, Event Planning, Strategic Planning, Marketing, Leadership, Research, Customer Service, Management, Philanthropy, Nonprofits, Microsoft Word, Leadership Development, Budgets, Staff Development
Education
New York University- Wanger School 2001 — 2003
MPA, non- profit management
Muhlenberg College 1988 — 1992
BA, History, Secondary Education
Montclair Kimberly Academy 1984 — 1988
Linda K Albrecht, CPA's Merrill Lynch Experience June 1987 - July 1988
Job Tax Accountant at Koerner & Associates, LLC
Industry Banking
Experience
Koerner & Associates, LLC December 2010 - Present
Oaktree Sheds & Gazebos January 1999 - December 2010
McGraw Hill Federal Credit Union April 2009 - July 2009
Midlantic Bank 1993 - 1996
CIT Group, Inc. December 1990 - 1993
Matrix Development Company July 1988 - December 1990
Merrill Lynch June 1987 - July 1988
Skills
Tax, GAAP, Risk Management, Accounting, Outlook, Auditing, Financial Planning
Education
Muhlenberg College 1983 — 1987
BA, Accounting
Koerner & Associates, LLC December 2010 - Present
Oaktree Sheds & Gazebos January 1999 - December 2010
McGraw Hill Federal Credit Union April 2009 - July 2009
Midlantic Bank 1993 - 1996
CIT Group, Inc. December 1990 - 1993
Matrix Development Company July 1988 - December 1990
Merrill Lynch June 1987 - July 1988
Skills
Tax, GAAP, Risk Management, Accounting, Outlook, Auditing, Financial Planning
Education
Muhlenberg College 1983 — 1987
BA, Accounting
Aaron Weakland's Merrill Lynch Experience September 2009 - March 2013
Job Senior Associate, Retirement at Buck Consultants at Xerox
Industry Financial Services
Experience
Buck Consultants at Xerox June 2014 - Present
Buck Consultants March 2013 - June 2014
Merrill Lynch September 2009 - March 2013
Merrill Lynch October 2007 - September 2009
Phi Kappa Tau Fraternity July 2004 - June 2005
Skills
Financial Analysis, Risk Management, Business Analysis, Process Improvement, Analysis, Microsoft Excel, Series 7, Microsoft Office, Mutual Funds, Data Analysis, Financial Services, Project Management, PowerPoint, Leadership, Strategic Planning, Customer Service
Education
Muhlenberg College 2000 — 2004
BS, Mathematics
Buck Consultants at Xerox June 2014 - Present
Buck Consultants March 2013 - June 2014
Merrill Lynch September 2009 - March 2013
Merrill Lynch October 2007 - September 2009
Phi Kappa Tau Fraternity July 2004 - June 2005
Skills
Financial Analysis, Risk Management, Business Analysis, Process Improvement, Analysis, Microsoft Excel, Series 7, Microsoft Office, Mutual Funds, Data Analysis, Financial Services, Project Management, PowerPoint, Leadership, Strategic Planning, Customer Service
Education
Muhlenberg College 2000 — 2004
BS, Mathematics
cheryl rowan's Merrill Lynch Experience 1987 - 2008
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch January 2013 - Present
Merrill Lynch 1987 - 2008
Skills
Investment Management, Portfolio Management, Equities, Equity Research, Asset Management
Education
Cornell University 1985 — 1987
Master of Business Administration (M.B.A.), Marketing/Finance
Muhlenberg College 1976 — 1980
Bachelor's Degree, Biochemistry
Bank of America Merrill Lynch January 2013 - Present
Merrill Lynch 1987 - 2008
Skills
Investment Management, Portfolio Management, Equities, Equity Research, Asset Management
Education
Cornell University 1985 — 1987
Master of Business Administration (M.B.A.), Marketing/Finance
Muhlenberg College 1976 — 1980
Bachelor's Degree, Biochemistry
Kevin Maris's Merrill Lynch Experience June 2006 - June 2008
Job Business Development Executive
Industry Oil & Energy
Experience
Pacific Materials Integration - PMI July 2014 - Present
Lokring West Coast, Inc. August 2008 - September 2014
Merrill Lynch June 2006 - June 2008
Skills
Account Management, Strategic Planning, Sales Management, Leadership, Product Development, Sales, Petroleum, New Business Development, Engineering, Team Building, Project Management, Supervisory Skills, Construction, Customer Service, Manufacturing, Analysis, Gas, Management
Education
Muskingum College 1988 — 1992
BS, Accounting, Computer Science, History, Math
The Training Center - Chagrin Falls, OH
Sandler Selling System
Pacific Materials Integration - PMI July 2014 - Present
Lokring West Coast, Inc. August 2008 - September 2014
Merrill Lynch June 2006 - June 2008
Skills
Account Management, Strategic Planning, Sales Management, Leadership, Product Development, Sales, Petroleum, New Business Development, Engineering, Team Building, Project Management, Supervisory Skills, Construction, Customer Service, Manufacturing, Analysis, Gas, Management
Education
Muskingum College 1988 — 1992
BS, Accounting, Computer Science, History, Math
The Training Center - Chagrin Falls, OH
Sandler Selling System
Laura Ciarkowski McCarron's Merrill Lynch Experience 1999 - 2000
Job Director, Head of Value Add Marketing at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life Insurance Company November 2009 - Present
HSBC Securities 2006 - 2009
HSBC 2005 - 2006
HSBC 2002 - 2005
Metropolitan Life Insurance Company 2000 - 2002
Merrill Lynch 1999 - 2000
Metropolitan Life Insurance Company 1996 - 1999
Metropolitan Life Insurance Company 1994 - 1996
Metropolitan Life Insurance Company 1993 - 1994
Skills
Direct Marketing, Market Research, Relationship Management, Marketing Strategy, Strategy, Management, Leadership, Creative Direction, Marketing, Financial Services, Insurance, Vendor Management, Sales, Strategic Planning, Program Management, Investments, Analysis, Sales Management, Product Development, Team Building, Mutual Funds, Life Insurance
Education
Muhlenberg College 1989 — 1993
BA, Communications; English
New York Life Insurance Company November 2009 - Present
HSBC Securities 2006 - 2009
HSBC 2005 - 2006
HSBC 2002 - 2005
Metropolitan Life Insurance Company 2000 - 2002
Merrill Lynch 1999 - 2000
Metropolitan Life Insurance Company 1996 - 1999
Metropolitan Life Insurance Company 1994 - 1996
Metropolitan Life Insurance Company 1993 - 1994
Skills
Direct Marketing, Market Research, Relationship Management, Marketing Strategy, Strategy, Management, Leadership, Creative Direction, Marketing, Financial Services, Insurance, Vendor Management, Sales, Strategic Planning, Program Management, Investments, Analysis, Sales Management, Product Development, Team Building, Mutual Funds, Life Insurance
Education
Muhlenberg College 1989 — 1993
BA, Communications; English
Yulia Fenzl's Merrill Lynch Experience January 2012 - May 2014
Job Vice President; Market Sales Manager
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Merrill Lynch January 2012 - May 2014
Hilti (Russia) April 2011 - January 2012
Thunderbird Global Financial Services Center February 2010 - March 2011
Grameen Bank, Bangladesh May 2009 - August 2009
Hanjin Shipping July 2007 - July 2008
Rummel Contruction Inc. February 2005 - July 2007
LuK USA LLC August 2004 - December 2004
Skills
Manage Client..., Financial Services, Team Building, Budgets, Project Management, Analytical Skills, Time Management, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Portfolio Management, Insurance, Cross-functional Team..., Multicultural..., Strategic Planning, Entrepreneurship, Strategy, Valuation, International Business, Emerging Markets, Competitive Analysis, Market Research, Program Management, Forecasting, CRM, Investments, Finance, Relationship Management, Wealth Management, Financial Planning
Education
Thunderbird School of Global Management 2008 — 2010
MBA, Global Finance
Moscow State Institute of International Relations (University) MFA Russia (MGIMO
Foreign Affairs, Asian Studies
Merrill Edge May 2014 - Present
Merrill Lynch January 2012 - May 2014
Hilti (Russia) April 2011 - January 2012
Thunderbird Global Financial Services Center February 2010 - March 2011
Grameen Bank, Bangladesh May 2009 - August 2009
Hanjin Shipping July 2007 - July 2008
Rummel Contruction Inc. February 2005 - July 2007
LuK USA LLC August 2004 - December 2004
Skills
Manage Client..., Financial Services, Team Building, Budgets, Project Management, Analytical Skills, Time Management, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Portfolio Management, Insurance, Cross-functional Team..., Multicultural..., Strategic Planning, Entrepreneurship, Strategy, Valuation, International Business, Emerging Markets, Competitive Analysis, Market Research, Program Management, Forecasting, CRM, Investments, Finance, Relationship Management, Wealth Management, Financial Planning
Education
Thunderbird School of Global Management 2008 — 2010
MBA, Global Finance
Moscow State Institute of International Relations (University) MFA Russia (MGIMO
Foreign Affairs, Asian Studies
Richard Lospinoso, CPA's Merrill Lynch Experience January 2006 - January 2008
Job Team Leader at Geller and Co
Industry Accounting
Experience
Geller and Co April 2012 - Present
Morgan Stanley February 2008 - March 2012
Merrill Lynch January 2006 - January 2008
Danka Office Imaging August 2003 - December 2005
Merrill Lynch April 1999 - August 2003
Deloitte August 1995 - February 1999
Skills
Market Data, Financial Services, Strategic Financial..., IT Strategy, Business Development, Analysis, Team Leadership, Business Process, Managerial Finance, Internal Controls, Negotiation, Recruiting, Real Estate, Auditing, Telecommunications, Expense Management, Fixed Income, Financial Analysis, Strategy, Risk Management, Budgets, Investment Banking, Business Process..., Leadership, Business Strategy, Management, Outsourcing, Accounting, Internal Audit, Bloomberg, Cross-functional Team..., Relationship Management, CRM, Variance Analysis, Hyperion Enterprise, Analytics, Financial Forecasting, Governance, Reference Data, Contract Negotiation, Financial Accounting, Data Analysis, Infrastructure, Financial Planning, Hyperion
Education
Muhlenberg College 1991 — 1995
AB, Accounting, Philosphy
Geller and Co April 2012 - Present
Morgan Stanley February 2008 - March 2012
Merrill Lynch January 2006 - January 2008
Danka Office Imaging August 2003 - December 2005
Merrill Lynch April 1999 - August 2003
Deloitte August 1995 - February 1999
Skills
Market Data, Financial Services, Strategic Financial..., IT Strategy, Business Development, Analysis, Team Leadership, Business Process, Managerial Finance, Internal Controls, Negotiation, Recruiting, Real Estate, Auditing, Telecommunications, Expense Management, Fixed Income, Financial Analysis, Strategy, Risk Management, Budgets, Investment Banking, Business Process..., Leadership, Business Strategy, Management, Outsourcing, Accounting, Internal Audit, Bloomberg, Cross-functional Team..., Relationship Management, CRM, Variance Analysis, Hyperion Enterprise, Analytics, Financial Forecasting, Governance, Reference Data, Contract Negotiation, Financial Accounting, Data Analysis, Infrastructure, Financial Planning, Hyperion
Education
Muhlenberg College 1991 — 1995
AB, Accounting, Philosphy
Thomas Mendham's Merrill Lynch Experience April 1979 - May 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch April 1979 - May 2001
Education
Muhlenberg College 1958 — 1963
A.B., Humanities
Merrill Lynch April 1979 - May 2001
Education
Muhlenberg College 1958 — 1963
A.B., Humanities
Christina Angelakos Nicholas's Merrill Lynch Experience October 2008 - May 2009
Job at Navios Maritime Corporation
Industry Maritime
Experience
Navios Maritime Holdings Inc. August 2011 - Present
Conde Nast June 2009 - August 2009
Merrill Lynch October 2008 - May 2009
Brooklyn Economic Development Corporation June 2008 - August 2008
Surface Magazine December 2007 - May 2008
Petra Designs September 2005 - December 2007
Astra Management June 2005 - August 2006
FreeStyle June 2005 - August 2005
Skills
Bloomberg Terminal, Microsoft Office, Reuters, Adobe Creative Suite, SPSS, Public Relations, Research, Event Management, Management, Proposal Writing, Financial Modeling, Data Analysis, Project Management, Economics
Education
Mount Holyoke College 2007 — 2011
Bachelor of Arts, Asian Studies & Economics
Navios Maritime Holdings Inc. August 2011 - Present
Conde Nast June 2009 - August 2009
Merrill Lynch October 2008 - May 2009
Brooklyn Economic Development Corporation June 2008 - August 2008
Surface Magazine December 2007 - May 2008
Petra Designs September 2005 - December 2007
Astra Management June 2005 - August 2006
FreeStyle June 2005 - August 2005
Skills
Bloomberg Terminal, Microsoft Office, Reuters, Adobe Creative Suite, SPSS, Public Relations, Research, Event Management, Management, Proposal Writing, Financial Modeling, Data Analysis, Project Management, Economics
Education
Mount Holyoke College 2007 — 2011
Bachelor of Arts, Asian Studies & Economics
Doug John's Merrill Lynch Experience November 1996 - June 1999
Job Managing Director at UBS
Industry Financial Services
Experience
UBS Wealth Management November 2002 - Present
Deutsche Bank June 1999 - November 2002
Merrill Lynch November 1996 - June 1999
Education
Southern Methodist University - Cox School of Business 1999 — 2002
Master of Business Administration (MBA), Finance
Mount Saint Mary's College 1989 — 1994
Bachelor's degree, Finance, General
UBS Wealth Management November 2002 - Present
Deutsche Bank June 1999 - November 2002
Merrill Lynch November 1996 - June 1999
Education
Southern Methodist University - Cox School of Business 1999 — 2002
Master of Business Administration (MBA), Finance
Mount Saint Mary's College 1989 — 1994
Bachelor's degree, Finance, General
ADARSH NANDAGIRI's Merrill Lynch Experience January 2014 - Present
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch December 2009 - December 2013
Wissen Inc January 2004 - December 2009
ACS Technologies May 1999 - July 2000
Skills
Documentum, Enterprise Content..., Java Enterprise Edition, Enterprise Architecture, WDK, Solution Architecture, SOA, SDLC, Business Process Design, Weblogic, Websphere, Business Analysis, Spring, IT Strategy, Software Project...
Education
Wichita State University 2000 — 2003
M.S, Electrical Engineering
Nagpur University 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Merrill Lynch January 2014 - Present
Merrill Lynch December 2009 - December 2013
Wissen Inc January 2004 - December 2009
ACS Technologies May 1999 - July 2000
Skills
Documentum, Enterprise Content..., Java Enterprise Edition, Enterprise Architecture, WDK, Solution Architecture, SOA, SDLC, Business Process Design, Weblogic, Websphere, Business Analysis, Spring, IT Strategy, Software Project...
Education
Wichita State University 2000 — 2003
M.S, Electrical Engineering
Nagpur University 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Catherine Rhee's Merrill Lynch Experience 1997 - 2006
Job Financial Advisor at Investors Capital Corporation
Industry Financial Services
Experience
Investors Capital Corporation 2006 - Present
Merrill Lynch 1997 - 2006
MetLife Investors 1995 - 1997
Skills
Series 7, Retirement, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Estate Planning, Fixed Annuities, Life Insurance, Asset Management
Education
Mount Holyoke College
BA, Music and Psychology
MMI Preparatory School
Investors Capital Corporation 2006 - Present
Merrill Lynch 1997 - 2006
MetLife Investors 1995 - 1997
Skills
Series 7, Retirement, Mutual Funds, Investments, Retirement Planning, Alternative Investments, Estate Planning, Fixed Annuities, Life Insurance, Asset Management
Education
Mount Holyoke College
BA, Music and Psychology
MMI Preparatory School
Alyssa Nearing's Merrill Lynch Experience 2002 - 2004
Job Executive Administrative Assistant at Envar Services, Inc.
Industry Civil Engineering
Experience
Envar Services, Inc. December 2006 - April 2015
Merrill Lynch 2002 - 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Bid Pricing, Data Entry, Data Analysis, Supply Management, Outlook, Event Planning, Adobe Acrobat, Process Improvement, PowerPoint, Employee Relations, Administrative..., Management, Team Building, Human Resources, Accounts Payable, Engineering, Administration, Applicant Tracking..., Contract Negotiation, Fax, Logistics, Negotiation, Office Administration, Office Management, Operations Management, Photoshop, Policy, Program Management, Recruiting, Risk Management, Spreadsheets, Strategic Planning, Temporary Placement, Time Management, Windows 7, Troubleshooting, Manufacturing, Access, Sourcing, Software Documentation, Invoicing, Process Scheduler, New Business Development, Sales, Sales Management, Administrative...
Education
Mount Saint Mary College 1999 — 2002
Bachelor, Psychology/Human Services
Sullivan County Community College 1996 — 1998
A.S., Early Childhood Education/English Concentration
Sullivan West 1993 — 1997
HS Diploma, Accounting and Business/Management
Envar Services, Inc. December 2006 - April 2015
Merrill Lynch 2002 - 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Bid Pricing, Data Entry, Data Analysis, Supply Management, Outlook, Event Planning, Adobe Acrobat, Process Improvement, PowerPoint, Employee Relations, Administrative..., Management, Team Building, Human Resources, Accounts Payable, Engineering, Administration, Applicant Tracking..., Contract Negotiation, Fax, Logistics, Negotiation, Office Administration, Office Management, Operations Management, Photoshop, Policy, Program Management, Recruiting, Risk Management, Spreadsheets, Strategic Planning, Temporary Placement, Time Management, Windows 7, Troubleshooting, Manufacturing, Access, Sourcing, Software Documentation, Invoicing, Process Scheduler, New Business Development, Sales, Sales Management, Administrative...
Education
Mount Saint Mary College 1999 — 2002
Bachelor, Psychology/Human Services
Sullivan County Community College 1996 — 1998
A.S., Early Childhood Education/English Concentration
Sullivan West 1993 — 1997
HS Diploma, Accounting and Business/Management
R. Todd Perkins, CIMA®'s Merrill Lynch Experience May 2007 - February 2012
Job Senior Vice President Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Merrill Lynch May 2007 - February 2012
UBS Financial Services May 2002 - April 2007
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Fixed Income, Concentrated Stock..., Series 65
Education
Mount St. Mary's University 1993 — 1997
BS, Finance, Economics
Calvert Hall College Highschool 1989 — 1993
Morgan Stanley February 2012 - Present
Merrill Lynch May 2007 - February 2012
UBS Financial Services May 2002 - April 2007
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Fixed Income, Concentrated Stock..., Series 65
Education
Mount St. Mary's University 1993 — 1997
BS, Finance, Economics
Calvert Hall College Highschool 1989 — 1993
La Shawn Banks's Merrill Lynch Experience February 1997 - November 2002
Job Adminstrative Assistant, Asst. Manager Experience
Industry Financial Services
Experience
CHANEL January 2012 - January 2014
NARS Cosmetics January 2012 - January 2014
BB&T June 2006 - January 2013
MAC Cosmetics August 2004 - December 2005
Merrill Lynch February 1997 - November 2002
Skills
Customer Service, Banking, Outlook, Sales, Microsoft Office, Relationship Management, Financial Analysis, Microsoft Word, Portfolio Management, Customer Satisfaction, Marketing, Finance, Telephone Skills, Time Management, Leadership, Management, Training, CRM, Human Resources, Software Documentation, Strategic Planning, Project Management
Education
Morgan State University 1993 — 1996
B.S. Business Management
Morgan State University
Bachelor's degree, Business Administration and Management, General
CHANEL January 2012 - January 2014
NARS Cosmetics January 2012 - January 2014
BB&T June 2006 - January 2013
MAC Cosmetics August 2004 - December 2005
Merrill Lynch February 1997 - November 2002
Skills
Customer Service, Banking, Outlook, Sales, Microsoft Office, Relationship Management, Financial Analysis, Microsoft Word, Portfolio Management, Customer Satisfaction, Marketing, Finance, Telephone Skills, Time Management, Leadership, Management, Training, CRM, Human Resources, Software Documentation, Strategic Planning, Project Management
Education
Morgan State University 1993 — 1996
B.S. Business Management
Morgan State University
Bachelor's degree, Business Administration and Management, General
Claudia Kulesh's Merrill Lynch Experience July 1999 - May 2003
Job Software Engineer at Bloomberg
Industry Financial Services
Experience
Bloomberg 2003 - Present
Merrill Lynch July 1999 - May 2003
Global Advanced Technology/BARRA July 1997 - July 1999
Education
University of Massachusetts, Amherst 1995 — 1997
M.S., Applied Mathematics
Boston University 1993 — 1995
B.S., Mathematics
Mount Holyoke College
B.A., Philosophy
Bloomberg 2003 - Present
Merrill Lynch July 1999 - May 2003
Global Advanced Technology/BARRA July 1997 - July 1999
Education
University of Massachusetts, Amherst 1995 — 1997
M.S., Applied Mathematics
Boston University 1993 — 1995
B.S., Mathematics
Mount Holyoke College
B.A., Philosophy
DAWN WHITE BROWN's Merrill Lynch Experience February 2004 - February 2009
Job Seeking Employment
Industry Financial Services
Experience
Merrill Lynch February 2004 - February 2009
Invesco Aim 1997 - 2009
AMVESCAP March 2003 - February 2004
AMVESCAP June 2001 - March 2003
Invesco Ltd. February 2000 - June 2001
Invesco Ltd. December 1997 - February 2000
Education
Morris Brown College 1989 — 1994
BS, Business Administration
Merrill Lynch February 2004 - February 2009
Invesco Aim 1997 - 2009
AMVESCAP March 2003 - February 2004
AMVESCAP June 2001 - March 2003
Invesco Ltd. February 2000 - June 2001
Invesco Ltd. December 1997 - February 2000
Education
Morris Brown College 1989 — 1994
BS, Business Administration
David Samber's Merrill Lynch Experience June 1994 - November 2000
Job Account Manager at Online Resources
Industry Financial Services
Experience
ACI Worldwide March 2011 - Present
2004-2010 First Data Corporation July 2004 - June 2010
Concord Payment Systems July 2001 - June 2004
Transagon Inc November 2000 - April 2001
Merrill Lynch June 1994 - November 2000
Merrill Lynch June 1994 - November 2000
Skills
Customer Service, Process Improvement, Forecasting, Leadership, Team Building, Account Management, Business Strategy, Training, Management, Payment Card Processing, Business Analysis, Credit Cards, Payments, Debit Cards, SDLC, Product Management, Electronic Payments, Mobile Payments, New Business Development, Payment Systems, Financial Services, Project Management, Call Centers, Banking, Sales Operations, E-payments, Business Intelligence, Vendor Management, Business Development, Relationship Management
Education
Mount Saint Mary College 1990 — 1994
BA, History Polictical Science/Business
ACI Worldwide March 2011 - Present
2004-2010 First Data Corporation July 2004 - June 2010
Concord Payment Systems July 2001 - June 2004
Transagon Inc November 2000 - April 2001
Merrill Lynch June 1994 - November 2000
Merrill Lynch June 1994 - November 2000
Skills
Customer Service, Process Improvement, Forecasting, Leadership, Team Building, Account Management, Business Strategy, Training, Management, Payment Card Processing, Business Analysis, Credit Cards, Payments, Debit Cards, SDLC, Product Management, Electronic Payments, Mobile Payments, New Business Development, Payment Systems, Financial Services, Project Management, Call Centers, Banking, Sales Operations, E-payments, Business Intelligence, Vendor Management, Business Development, Relationship Management
Education
Mount Saint Mary College 1990 — 1994
BA, History Polictical Science/Business
Kate Boldt's Merrill Lynch Experience
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop
Education
Mount Saint Mary's College 1995 — 1999
Bachelor of Science (B.S.), Psychology
Merrill Lynch
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop
Education
Mount Saint Mary's College 1995 — 1999
Bachelor of Science (B.S.), Psychology
Jason Paladino's Merrill Lynch Experience August 2005 - Present
Job Merrill Lynch Senior Portfolio Advisor
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
Skills
Equities, Portfolio Management, Investments, Wealth Management, Financial Services, Alternative Investments, Fixed Income, Series 7, Retirement Planning, Financial Analysis
Education
Muhlenberg College 2001 — 2005
BA, Economics
Merrill Lynch August 2005 - Present
Skills
Equities, Portfolio Management, Investments, Wealth Management, Financial Services, Alternative Investments, Fixed Income, Series 7, Retirement Planning, Financial Analysis
Education
Muhlenberg College 2001 — 2005
BA, Economics
Yuri Akhtyrski's Merrill Lynch Experience May 2010 - April 2011
Job It Project Manager at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance April 2012 - Present
Credit Suisse May 2011 - April 2012
Merrill Lynch May 2010 - April 2011
UBS Wealth Management March 2008 - March 2010
UBS Wealth Management August 2006 - March 2008
UBS Wealth Management February 2002 - August 2006
UBS June 1999 - February 2002
AT&T, NJ October 1998 - June 1999
Skills
SDLC, Business Analysis, Integration, Program Management, Business Requirements, DB2, Change Management
Education
Moscow State Linguistic University 1981 — 1986
BA, Linguistics
Moscow State Linguistics University 1981 — 1986
BA, Linguistics
Liberty Mutual Insurance April 2012 - Present
Credit Suisse May 2011 - April 2012
Merrill Lynch May 2010 - April 2011
UBS Wealth Management March 2008 - March 2010
UBS Wealth Management August 2006 - March 2008
UBS Wealth Management February 2002 - August 2006
UBS June 1999 - February 2002
AT&T, NJ October 1998 - June 1999
Skills
SDLC, Business Analysis, Integration, Program Management, Business Requirements, DB2, Change Management
Education
Moscow State Linguistic University 1981 — 1986
BA, Linguistics
Moscow State Linguistics University 1981 — 1986
BA, Linguistics
Thomas Mendham's Merrill Lynch Experience April 1979 - May 2001
Job
Industry Financial Services
Experience
Merrill Lynch April 1979 - May 2001
Education
Muhlenberg College 1958 — 1963
A.B., Humanities
Merrill Lynch April 1979 - May 2001
Education
Muhlenberg College 1958 — 1963
A.B., Humanities
Liz McGarry's Merrill Lynch Experience 1978 - 1984
Job Owner at Bacchante Jewelry Design
Industry Luxury Goods & Jewelry
Experience
Bacchante Jewelry Design 2005 - Present
Smith Barney, London 1984 - 1987
Merrill Lynch 1978 - 1984
Skills
Entrepreneurship, Strategic Planning, Marketing Strategy, Product Development, Jewelry Design, Public Relations, Budgets, Jewelry, Microsoft Excel, Event Planning, Public Speaking, Hiring, Publishing, Diamonds, Sales Management, Social Media, Event Management, Marketing, New Business Development, Customer Service, Gems
Education
Mount Holyoke College 1974 — 1978
BA, Political Science, French
Institute des Etudes de Science Politique, Paris
Bacchante Jewelry Design 2005 - Present
Smith Barney, London 1984 - 1987
Merrill Lynch 1978 - 1984
Skills
Entrepreneurship, Strategic Planning, Marketing Strategy, Product Development, Jewelry Design, Public Relations, Budgets, Jewelry, Microsoft Excel, Event Planning, Public Speaking, Hiring, Publishing, Diamonds, Sales Management, Social Media, Event Management, Marketing, New Business Development, Customer Service, Gems
Education
Mount Holyoke College 1974 — 1978
BA, Political Science, French
Institute des Etudes de Science Politique, Paris
Larry Hannon's Merrill Lynch Experience September 2012 - December 2012
Job PPC Manager at Jellyfish Online Marketing US
Industry Financial Services
Experience
Jellyfish Online Marketing US August 2015 - Present
Jellyfish Online Marketing US December 2014 - August 2015
Jellyfish Online Marketing US October 2014 - December 2014
State Street November 2013 - October 2014
Mount St. Mary's University August 2012 - May 2013
Mount St. Mary's University September 2010 - May 2013
Merrill Lynch September 2012 - December 2012
Camp Winnebago June 2012 - August 2012
Mount St. Mary's University September 2011 - May 2012
Mount St. Mary's University September 2010 - May 2011
Education
Mount Saint Mary's College 2009 — 2013
Bachelor of Science (B.S.), Business, Concentration in Finance
Jellyfish Online Marketing US August 2015 - Present
Jellyfish Online Marketing US December 2014 - August 2015
Jellyfish Online Marketing US October 2014 - December 2014
State Street November 2013 - October 2014
Mount St. Mary's University August 2012 - May 2013
Mount St. Mary's University September 2010 - May 2013
Merrill Lynch September 2012 - December 2012
Camp Winnebago June 2012 - August 2012
Mount St. Mary's University September 2011 - May 2012
Mount St. Mary's University September 2010 - May 2011
Education
Mount Saint Mary's College 2009 — 2013
Bachelor of Science (B.S.), Business, Concentration in Finance
Alla Frenklakh's Merrill Lynch Experience February 2004 - April 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
UPS May 2005 - Present
infoUSA April 2004 - March 2005
Merrill Lynch February 2004 - April 2004
Schering-Plough Pharmaceuticals May 2003 - February 2004
DeSola Group December 2000 - January 2003
Rapp Collins Worldwide December 1999 - December 2000
Quantum Plus Technology Services December 1997 - December 1999
Education
Moscow Pedagogical State University 1980 — 1985
MS, Chemistry
School #74
UPS May 2005 - Present
infoUSA April 2004 - March 2005
Merrill Lynch February 2004 - April 2004
Schering-Plough Pharmaceuticals May 2003 - February 2004
DeSola Group December 2000 - January 2003
Rapp Collins Worldwide December 1999 - December 2000
Quantum Plus Technology Services December 1997 - December 1999
Education
Moscow Pedagogical State University 1980 — 1985
MS, Chemistry
School #74
Mark Hebeka, CFA's Merrill Lynch Experience November 2006 - November 2013
Job Vice President at American Century Investments
Industry Financial Services
Experience
American Century Investments April 2014 - Present
Merrill Lynch November 2006 - November 2013
Standard & Poor’s, Inc July 2004 - November 2006
Prudential Equity Group, Inc November 2000 - June 2004
Skills
Investment Advisory, Series 7, Wealth Management, Alternative Investments, Equity Research, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Financial Services, ETFs, Financial Analysis, Financial Advisory, Series 63, Securities, Options, Series 24, Bonds, High Net Worth..., Wealth
Education
Muhlenberg College 1992 — 1997
Bachelor of Arts (B.A.), Accounting
American Century Investments April 2014 - Present
Merrill Lynch November 2006 - November 2013
Standard & Poor’s, Inc July 2004 - November 2006
Prudential Equity Group, Inc November 2000 - June 2004
Skills
Investment Advisory, Series 7, Wealth Management, Alternative Investments, Equity Research, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Financial Services, ETFs, Financial Analysis, Financial Advisory, Series 63, Securities, Options, Series 24, Bonds, High Net Worth..., Wealth
Education
Muhlenberg College 1992 — 1997
Bachelor of Arts (B.A.), Accounting
Lara Ceppi's Merrill Lynch Experience February 2007 - November 2011
Job Registered Marketing Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Merrill Lynch February 2007 - November 2011
Education
Mount Holyoke College 2001 — 2004
Sociology
LFNY 1997 — 2001
Morgan Stanley November 2011 - Present
Merrill Lynch February 2007 - November 2011
Education
Mount Holyoke College 2001 — 2004
Sociology
LFNY 1997 — 2001
Bob Dwyer, CFP®'s Merrill Lynch Experience 2006 - 2009
Job National Accounts Manager, Life & Annuity
Industry Financial Services
Experience
Retirement & Annuity Company September 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2006
Travelers Life & Annuity 2002 - 2003
Merrill Lynch 1998 - 2002
Skills
Series 7, Series 63, Retirement Planning, Retirement, Alternative Investments, Investments, Variable Annuities, Relationship Management, Wealth Management..., Mutual Funds, 401k, Wealth Management, Fixed Annuities, Securities, Asset Management, Asset Allocation, ETFs, FINRA, Financial Advisory, Fixed Income, IRAs, Investment Management, Life Insurance, Separately Managed..., Series 24, Series 6, Series 65, Trading, Uniform Combined State..., Portfolio Management, Investment Advisory, Investment Strategies, Financial Services
Education
Rider University 2003 — 2005
MBA, Finance
Mount Saint Mary's College 1994 — 1998
BS, Finance
All Saints
Retirement & Annuity Company September 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2006
Travelers Life & Annuity 2002 - 2003
Merrill Lynch 1998 - 2002
Skills
Series 7, Series 63, Retirement Planning, Retirement, Alternative Investments, Investments, Variable Annuities, Relationship Management, Wealth Management..., Mutual Funds, 401k, Wealth Management, Fixed Annuities, Securities, Asset Management, Asset Allocation, ETFs, FINRA, Financial Advisory, Fixed Income, IRAs, Investment Management, Life Insurance, Separately Managed..., Series 24, Series 6, Series 65, Trading, Uniform Combined State..., Portfolio Management, Investment Advisory, Investment Strategies, Financial Services
Education
Rider University 2003 — 2005
MBA, Finance
Mount Saint Mary's College 1994 — 1998
BS, Finance
All Saints
Susan McNamara's Merrill Lynch Experience 1996 - 2002
Job Operations Manager, Corporate Liaison, Public Speaker, Development,
Industry Fund-Raising
Experience
Merrill Lynch 1996 - 2002
Skills
Customer Service, Microsoft Office, Management, Public Speaking, Microsoft Excel, Strategic Planning, Leadership, Sales, Microsoft Word, Marketing
Education
Mount St. Mary's University 1989 — 1993
Bachelor’s Degree, Business and Finance
Merrill Lynch 1996 - 2002
Skills
Customer Service, Microsoft Office, Management, Public Speaking, Microsoft Excel, Strategic Planning, Leadership, Sales, Microsoft Word, Marketing
Education
Mount St. Mary's University 1989 — 1993
Bachelor’s Degree, Business and Finance
John Wolff's Merrill Lynch Experience November 2006 - May 2008
Job Assistant Vice President, Account Manager at Albridge Solutions, Inc.
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing May 2013 - Present
Albridge, an Affiliate of Pershing March 2010 - April 2013
Albridge, an Affiliate of Pershing March 2009 - February 2010
Albridge, an Affiliate of Pershing September 2008 - February 2009
Merrill Lynch November 2006 - May 2008
Skills
Relationship Management, Financial Services, Series 7, Securities, Mutual Funds, Series 63, Equities, Customer Service, Wealth Management, Financial Technology, Series 66, Call Center Technology, Call Center Management, Wealth Management..., CRM, Account Management, Sales, Written & Oral..., Enterprise Software, Consultative Approach, Consolidated Financial..., Consolidated Reporting, Performance Reporting, Business Analysis, Vendor Management, Portfolio Management, Process Improvement, Data Analysis
Education
Muhlenberg College 2000 — 2004
Bachelor's degree, Computer Science
Albridge, an Affiliate of Pershing May 2013 - Present
Albridge, an Affiliate of Pershing March 2010 - April 2013
Albridge, an Affiliate of Pershing March 2009 - February 2010
Albridge, an Affiliate of Pershing September 2008 - February 2009
Merrill Lynch November 2006 - May 2008
Skills
Relationship Management, Financial Services, Series 7, Securities, Mutual Funds, Series 63, Equities, Customer Service, Wealth Management, Financial Technology, Series 66, Call Center Technology, Call Center Management, Wealth Management..., CRM, Account Management, Sales, Written & Oral..., Enterprise Software, Consultative Approach, Consolidated Financial..., Consolidated Reporting, Performance Reporting, Business Analysis, Vendor Management, Portfolio Management, Process Improvement, Data Analysis
Education
Muhlenberg College 2000 — 2004
Bachelor's degree, Computer Science
Bett Archer's Merrill Lynch Experience February 2003 - July 2007
Job AR Team Lead/Billing Analyst at UTi Worldwide
Industry Accounting
Experience
UTi Worldwide June 2013 - Present
Sound fire protection, inc September 2008 - Present
Fiserv March 2011 - May 2013
Citi Financial Mortgage August 2007 - March 2008
Merrill Lynch February 2003 - July 2007
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Tax, Financial Accounting, Microsoft Word, Internal Controls, PowerPoint, QuickBooks, Invoicing
Education
Mt. Hood Community College 1995 — 1997
Business Administration and Management, General
David Douglas HS 1990 — 1995
Diploma, General, 12th
UTi Worldwide June 2013 - Present
Sound fire protection, inc September 2008 - Present
Fiserv March 2011 - May 2013
Citi Financial Mortgage August 2007 - March 2008
Merrill Lynch February 2003 - July 2007
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Tax, Financial Accounting, Microsoft Word, Internal Controls, PowerPoint, QuickBooks, Invoicing
Education
Mt. Hood Community College 1995 — 1997
Business Administration and Management, General
David Douglas HS 1990 — 1995
Diploma, General, 12th
Timur Misirpashaev's Merrill Lynch Experience April 2007 - June 2009
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2009 - Present
Merrill Lynch April 2007 - June 2009
Numerix March 1999 - March 2007
Skills
Quantitative Finance, Trading Systems, Fixed Income, Credit Derivatives, Structured Products, Capital Markets, Options, Derivatives, Financial Modeling, Equity Derivatives, Quantitative Research
Education
L. D. Landau Institute for Theoretical Physics
Doctor of Philosophy (Ph.D.)
Moscow Institute of Physics and Technology (State University) (MIPT)
Master's degree
Moscow School 57
Goldman Sachs July 2009 - Present
Merrill Lynch April 2007 - June 2009
Numerix March 1999 - March 2007
Skills
Quantitative Finance, Trading Systems, Fixed Income, Credit Derivatives, Structured Products, Capital Markets, Options, Derivatives, Financial Modeling, Equity Derivatives, Quantitative Research
Education
L. D. Landau Institute for Theoretical Physics
Doctor of Philosophy (Ph.D.)
Moscow Institute of Physics and Technology (State University) (MIPT)
Master's degree
Moscow School 57
Marijane Uehlinger's Merrill Lynch Experience June 2000 - April 2001
Job Investment Banking Professional
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2001 - 2012
Merrill Lynch June 2000 - April 2001
Skills
Equity Trading, Sales Trading, Negotiation, Bloomberg Terminal, Oasys, Fidessa, Customer Oriented, Series 7, Series 63, series 55, Series 24, Dissemination Of...
Education
Muhlenberg College 1983 — 1986
Bachelor of Arts (B.A.), Social Sciences
Sandler O'Neill & Partners, L.P. 2001 - 2012
Merrill Lynch June 2000 - April 2001
Skills
Equity Trading, Sales Trading, Negotiation, Bloomberg Terminal, Oasys, Fidessa, Customer Oriented, Series 7, Series 63, series 55, Series 24, Dissemination Of...
Education
Muhlenberg College 1983 — 1986
Bachelor of Arts (B.A.), Social Sciences
Tom Leddy's Merrill Lynch Experience 1986 - 1989
Job DISCERN Managing Director
Industry Financial Services
Experience
DISCERN 2013 - Present
Buckingham 1995 - 2013
Sherwood Research Group 1994 - 1995
Octree Software 1992 - 1993
Merrill Lynch Australia 1989 - 1992
Merrill Lynch 1986 - 1989
Skills
Strategic Planning, Management, Finance, Investments, Strategy, Financial Modeling, Sales, Sales Management, Institutional Sales, Institutional Research, Mergers & Acquisitions, Equities, Capital Markets, Valuation, Financial Analysis, Bloomberg, Private Equity, Securities
Education
Mount St. Mary's University
Bachelor of Science (B.S.), Accounting
Delbarton School
DISCERN 2013 - Present
Buckingham 1995 - 2013
Sherwood Research Group 1994 - 1995
Octree Software 1992 - 1993
Merrill Lynch Australia 1989 - 1992
Merrill Lynch 1986 - 1989
Skills
Strategic Planning, Management, Finance, Investments, Strategy, Financial Modeling, Sales, Sales Management, Institutional Sales, Institutional Research, Mergers & Acquisitions, Equities, Capital Markets, Valuation, Financial Analysis, Bloomberg, Private Equity, Securities
Education
Mount St. Mary's University
Bachelor of Science (B.S.), Accounting
Delbarton School
Joseph Pollina's Merrill Lynch Experience 1995 - 1998
Job Securities Lending at Elliott Associates
Industry Investment Management
Experience
Elliott Associates 2000 - Present
Fleet Investment Corp 1998 - 2000
Merrill Lynch 1995 - 1998
Education
Mount Saint Mary College 1990 — 1994
Elliott Associates 2000 - Present
Fleet Investment Corp 1998 - 2000
Merrill Lynch 1995 - 1998
Education
Mount Saint Mary College 1990 — 1994
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank