Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Amy Leith Amy Leith's Merrill Lynch Experience November 2011 - Present
Job Head of Global Markets Marketing at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch November 2011 - Present
Merrill Lynch October 2006 - October 2011
Risk & Insurance Management Society (RIMS) 2002 - 2006
Lister Butler 1999 - 2001
Schumann Unternehmensberatung 1995 - 1997
Deutsche Bank 1994 - 1995
Skills
Equities, Investment Banking, Emerging Markets, Financial Services, Options, Hedge Funds, Series 7
Education
Baruch College, City University of New York (CUNY)
MBA, International Business
Curtis High School
Middlebury College
MA, German language and literature
Middlebury College
Bachelor of Arts (B.A.), Economics and German
Bank of America Merrill Lynch August 2013 - Present
Merrill Lynch November 2011 - Present
Merrill Lynch October 2006 - October 2011
Risk & Insurance Management Society (RIMS) 2002 - 2006
Lister Butler 1999 - 2001
Schumann Unternehmensberatung 1995 - 1997
Deutsche Bank 1994 - 1995
Skills
Equities, Investment Banking, Emerging Markets, Financial Services, Options, Hedge Funds, Series 7
Education
Baruch College, City University of New York (CUNY)
MBA, International Business
Curtis High School
Middlebury College
MA, German language and literature
Middlebury College
Bachelor of Arts (B.A.), Economics and German
Aleksey Prokoshev Aleksey Prokoshev's Merrill Lynch Experience December 2005 - May 2006
Job Accountant at United Nations
Industry International Affairs
Experience
United Nations 2011 - Present
United Nations 2006 - 2011
Merrill Lynch December 2005 - May 2006
Skills
Multi-million Dollar..., Financial Accounting, Financial Reporting, Microsoft Office, International Public..., Account Reconciliation, Auditing
Education
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Laguardia Community College 2007 — 2009
Associate of Science (AS), Business Administration and Management, General
United Nations 2011 - Present
United Nations 2006 - 2011
Merrill Lynch December 2005 - May 2006
Skills
Multi-million Dollar..., Financial Accounting, Financial Reporting, Microsoft Office, International Public..., Account Reconciliation, Auditing
Education
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Laguardia Community College 2007 — 2009
Associate of Science (AS), Business Administration and Management, General
Wayne Trotman Wayne Trotman's Merrill Lynch Experience 2003 - 2007
Job President, MidAtlantic Region at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase January 2011 - April 2015
JPMorgan Securities, Inc. December 2007 - March 2011
Merrill Lynch 2003 - 2007
Fleet Boston Financial - (Legacy Summit Bancorp) 2001 - 2003
Summit Bank March 1997 - 2001
South Eastern Pennsylvania Transportation Authority July 1995 - March 1997
Chase Manhattan Corporation 1985 - 1995
Skills
Investment Banking, Retail, Financial Institutions, Portfolio Management, Banking, Corporate Finance, Capital Markets, Private Equity, Financial Structuring, Finance, Risk Management, Commercial Lending, Leadership, Credit Analysis, Business Planning, Financial Services, Asset Management, Loans, Credit, Mergers & Acquisitions, Management, Change Management
Education
FINRA Registered Principal 2006 — 2009
Series 24, 7, 63, 79
Leadership New Jersey 1999 — 2000
Leadership Fellow, Leadership New Jersey helps leaders in New Jersey become leaders of New Jersey.
Harvard University 1999 — 1999
Executive Leadership Series, Executive Education, Program on Negotiation for Senior Executives.
Chase Manhattan Bank 1993 — 1993
Advanced Markets Risk Assessment
Chase Manhattan Bank Global Credit Training and Corporate Finance Program 1990 — 1991
Risk Assessment and Corporate Finance training
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Management Science
Brooklyn Technical HS 1975 — 1979
High School Diploma, Electrical Engineering
JP Morgan Chase January 2011 - April 2015
JPMorgan Securities, Inc. December 2007 - March 2011
Merrill Lynch 2003 - 2007
Fleet Boston Financial - (Legacy Summit Bancorp) 2001 - 2003
Summit Bank March 1997 - 2001
South Eastern Pennsylvania Transportation Authority July 1995 - March 1997
Chase Manhattan Corporation 1985 - 1995
Skills
Investment Banking, Retail, Financial Institutions, Portfolio Management, Banking, Corporate Finance, Capital Markets, Private Equity, Financial Structuring, Finance, Risk Management, Commercial Lending, Leadership, Credit Analysis, Business Planning, Financial Services, Asset Management, Loans, Credit, Mergers & Acquisitions, Management, Change Management
Education
FINRA Registered Principal 2006 — 2009
Series 24, 7, 63, 79
Leadership New Jersey 1999 — 2000
Leadership Fellow, Leadership New Jersey helps leaders in New Jersey become leaders of New Jersey.
Harvard University 1999 — 1999
Executive Leadership Series, Executive Education, Program on Negotiation for Senior Executives.
Chase Manhattan Bank 1993 — 1993
Advanced Markets Risk Assessment
Chase Manhattan Bank Global Credit Training and Corporate Finance Program 1990 — 1991
Risk Assessment and Corporate Finance training
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Management Science
Brooklyn Technical HS 1975 — 1979
High School Diploma, Electrical Engineering
Dirk Meyer Dirk Meyer's Merrill Lynch Experience December 2006 - November 2007
Job Always looking for good opportunities
Industry Investment Banking
Experience
KPMG September 2010 - Present
BNP Paribas November 2007 - October 2009
Merrill Lynch December 2006 - November 2007
Morgan Stanley January 2005 - December 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Financial Analysis, Equities, Sales, Derivatives, Nonprofits, Fixed Income, Team Building, Event Management, Event Planning
Education
Baruch College 2009 — 2010
Executive Master in Finance, Finance
European School of Economics/New York University 2003 — 2004
Master of Business Administration (MBA), International Business and Investments
KPMG September 2010 - Present
BNP Paribas November 2007 - October 2009
Merrill Lynch December 2006 - November 2007
Morgan Stanley January 2005 - December 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Financial Analysis, Equities, Sales, Derivatives, Nonprofits, Fixed Income, Team Building, Event Management, Event Planning
Education
Baruch College 2009 — 2010
Executive Master in Finance, Finance
European School of Economics/New York University 2003 — 2004
Master of Business Administration (MBA), International Business and Investments
Alvin Hsu Alvin Hsu's Merrill Lynch Experience November 2013 - December 2014
Job Financial Solution Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Merrill Lynch November 2013 - December 2014
Bank of America November 2010 - November 2013
Skills
Customer Service, Investments, Series 7, Mutual Funds, Series 63, Financial Services
Education
Baruch College, City University of New York (CUNY)
Merrill Edge January 2015 - Present
Merrill Lynch November 2013 - December 2014
Bank of America November 2010 - November 2013
Skills
Customer Service, Investments, Series 7, Mutual Funds, Series 63, Financial Services
Education
Baruch College, City University of New York (CUNY)
Richard Birnbaum, CPA/MS Richard Birnbaum, CPA/MS's Merrill Lynch Experience January 1988 - 1992
Job Tax, Finance & Accountant Consultant
Industry Financial Services
Experience
Financial Services Analyst & Consultant 2013 - Present
The Guardian Life Insurance Company of America 1992 - June 2013
Merrill Lynch January 1988 - 1992
Skills
Tax Accounting, Strategic Financial..., Financial Analysis, Financial Reporting, Tax, Mutual Funds, Sarbanes-Oxley Act, Corporate Tax, Tax Research, Income Tax, GAAP, US GAAP, SEC filings, Financial Statements, CPA, General Ledger, Internal Controls, Accounting, Account Reconciliation, Variance Analysis, Financial Accounting, Partnership Taxation, Tax Preparation, Financial Planners, Finance, Sales Tax, Tax Returns, Auditing, QuickBooks, Hyperion Enterprise, Cash Flow, Fixed Assets, Sarbanes-Oxley, Internal Audit, Financial Services, Cash Management, Cost Accounting, External Audit, Financial Audits, Accounts Payable, Insurance, Statutory Accounting, Financial Modeling, PeopleSoft, Accounts Receivable, Payroll, Financial Planning
Education
City University of New York-Baruch College 1991 — 1993
Executive Master's of Science, Taxation
Northeastern University 1981 — 1986
Bachelor of Science (B.S.), Accounting
Financial Services Analyst & Consultant 2013 - Present
The Guardian Life Insurance Company of America 1992 - June 2013
Merrill Lynch January 1988 - 1992
Skills
Tax Accounting, Strategic Financial..., Financial Analysis, Financial Reporting, Tax, Mutual Funds, Sarbanes-Oxley Act, Corporate Tax, Tax Research, Income Tax, GAAP, US GAAP, SEC filings, Financial Statements, CPA, General Ledger, Internal Controls, Accounting, Account Reconciliation, Variance Analysis, Financial Accounting, Partnership Taxation, Tax Preparation, Financial Planners, Finance, Sales Tax, Tax Returns, Auditing, QuickBooks, Hyperion Enterprise, Cash Flow, Fixed Assets, Sarbanes-Oxley, Internal Audit, Financial Services, Cash Management, Cost Accounting, External Audit, Financial Audits, Accounts Payable, Insurance, Statutory Accounting, Financial Modeling, PeopleSoft, Accounts Receivable, Payroll, Financial Planning
Education
City University of New York-Baruch College 1991 — 1993
Executive Master's of Science, Taxation
Northeastern University 1981 — 1986
Bachelor of Science (B.S.), Accounting
Emanuele Pirrello Emanuele Pirrello's Merrill Lynch Experience September 2003 - March 2006
Job Assistant Vice President at Jefferies & Company, Inc
Industry Financial Services
Experience
Jefferies LLC August 2009 - Present
Deutsche Bank March 2006 - August 2009
Merrill Lynch September 2003 - March 2006
Skills
Investment Banking, Equities, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Investments, Derivatives, Alternative Investments, Valuation, Portfolio Management, Asset Managment, Microsoft Excel, Venture Capital, Series 7
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Investments
Jefferies LLC August 2009 - Present
Deutsche Bank March 2006 - August 2009
Merrill Lynch September 2003 - March 2006
Skills
Investment Banking, Equities, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Investments, Derivatives, Alternative Investments, Valuation, Portfolio Management, Asset Managment, Microsoft Excel, Venture Capital, Series 7
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Investments
Tamba D Aghailas Tamba D Aghailas's Merrill Lynch Experience 2007 - 2009
Job Human Resources Manager, Talent Acquisition at MediaMath
Industry Human Resources
Experience
MediaMath July 2015 - Present
BRAC April 2014 - 2015
International Rescue Committee February 2010 - April 2014
The Voice of Liberia 2005 - December 2013
Merrill Lynch 2007 - 2009
American University in Cairo, NYC 2005 - 2007
The New York Times January 2005 - October 2005
Plan International September 2001 - December 2003
Plan International July 1998 - August 2001
Groupement des Prestataires de Services January 1996 - June 1998
Skills
Recruiting, Training, Performance Management, Policy, Program Management, Leadership, Human Resources, Change Management, HRIS, Building Relationships, Budgets, International..., Talent Acquisition, Interviews, Onboarding, Nonprofits, Start-ups, Human Rights, Management, NGOs, Community Development, Capacity Building, Organizational..., Program Evaluation, Recruitment/Retention, Negotiation, Personnel Management, Africa, Community Organizing, Proposal Writing, International Relations, Research, Program Development, Human Rights Advocacy, Grants, Time Management, Government, Humanitarian Assistance, Civil Society, Policy Analysis, Certified Internet..., Public Speaking, Leadership Development, Conflict Resolution, Employee Relations, Humanitarian, Workshop Facilitation, Social Entrepreneurship, Volunteer Management, Strategic Communications
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MPA, Public Administration
Berkeley College 2003 — 2007
BBA, Business Admin/Management
Berkeley College 2003 — 2005
Associate’s Degree, Applied Science / Technology
MediaMath July 2015 - Present
BRAC April 2014 - 2015
International Rescue Committee February 2010 - April 2014
The Voice of Liberia 2005 - December 2013
Merrill Lynch 2007 - 2009
American University in Cairo, NYC 2005 - 2007
The New York Times January 2005 - October 2005
Plan International September 2001 - December 2003
Plan International July 1998 - August 2001
Groupement des Prestataires de Services January 1996 - June 1998
Skills
Recruiting, Training, Performance Management, Policy, Program Management, Leadership, Human Resources, Change Management, HRIS, Building Relationships, Budgets, International..., Talent Acquisition, Interviews, Onboarding, Nonprofits, Start-ups, Human Rights, Management, NGOs, Community Development, Capacity Building, Organizational..., Program Evaluation, Recruitment/Retention, Negotiation, Personnel Management, Africa, Community Organizing, Proposal Writing, International Relations, Research, Program Development, Human Rights Advocacy, Grants, Time Management, Government, Humanitarian Assistance, Civil Society, Policy Analysis, Certified Internet..., Public Speaking, Leadership Development, Conflict Resolution, Employee Relations, Humanitarian, Workshop Facilitation, Social Entrepreneurship, Volunteer Management, Strategic Communications
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MPA, Public Administration
Berkeley College 2003 — 2007
BBA, Business Admin/Management
Berkeley College 2003 — 2005
Associate’s Degree, Applied Science / Technology
Alisa Lyubina Alisa Lyubina's Merrill Lynch Experience 2007 - 2007
Job Financial Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group December 2014 - Present
The Blackstone Group April 2013 - Present
JP Morgan January 2011 - April 2013
Morgan Stanley June 2009 - January 2011
Baruch College Fund March 2008 - June 2009
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Bloomberg, US GAAP, Private Equity, Financial Statements, General Ledger, Financial Modeling, Corporate Finance, Finance, Valuation, Fund Accounting, GAAP
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting, Mathematics
The Blackstone Group December 2014 - Present
The Blackstone Group April 2013 - Present
JP Morgan January 2011 - April 2013
Morgan Stanley June 2009 - January 2011
Baruch College Fund March 2008 - June 2009
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Bloomberg, US GAAP, Private Equity, Financial Statements, General Ledger, Financial Modeling, Corporate Finance, Finance, Valuation, Fund Accounting, GAAP
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting, Mathematics
Alex Kim's Merrill Lynch Experience August 2012 - April 2014
Job Wealth Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC March 2015 - Present
New York Community Bank, CFS Investments, LPL Financial LLC. October 2014 - December 2014
Merrill Lynch August 2012 - April 2014
National Securities January 2012 - August 2012
Unifi Companies October 2009 - November 2011
Investec June 1996 - November 2002
Skills
Wealth Management, Series 63, Investments, Equities, Financial Analysis, Insurance, Employee Benefits, Recruiting, Loans, Series 7, Microsoft Office, Mutual Funds, Talent Acquisition, Securities, Financial Services, Fixed Income, Financial Advisory, Finance, Asset Management, Bloomberg
Education
New York University 2011 — 2011
Continuing Education, Certification of CFP Program
Baruch College 1991 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Eagle Strategies, LLC March 2015 - Present
New York Community Bank, CFS Investments, LPL Financial LLC. October 2014 - December 2014
Merrill Lynch August 2012 - April 2014
National Securities January 2012 - August 2012
Unifi Companies October 2009 - November 2011
Investec June 1996 - November 2002
Skills
Wealth Management, Series 63, Investments, Equities, Financial Analysis, Insurance, Employee Benefits, Recruiting, Loans, Series 7, Microsoft Office, Mutual Funds, Talent Acquisition, Securities, Financial Services, Fixed Income, Financial Advisory, Finance, Asset Management, Bloomberg
Education
New York University 2011 — 2011
Continuing Education, Certification of CFP Program
Baruch College 1991 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Russ Abramson Russ Abramson's Merrill Lynch Experience May 2012 - Present
Job Director, Global Head of Client Facing Tech Strategy at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch May 2012 - Present
J.P. Morgan September 1999 - May 2012
Goelet, LLC 1997 - 1999
Guardian Life Insurance Co. 1994 - 1997
Skills
Electronic Trading, Technology, Technology Architecture, Information Security..., Risk Management, Management, Vendor Management, Low Latency, Order Routing, Exchange Connectivity, Algos, Ultra Low Latency, Automated Trading, Market Data, Trading Systems, Derivatives, Back Office, Quantitative Finance, Options, Trading, Financial Markets, High Frequency Trading, FX Options, Equity Derivatives, Bloomberg, Equities, Fixed Income, Commodity, Credit Derivatives, Proprietary Trading, Middle Office, Swaps, Interest Rate..., Prime Brokerage, Equity Trading, Trading Strategies, Hedge Funds, Capital Markets, FX trading, Market Risk, Trading System, Reference Data, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Computer Information Systems
Binghamton University 1989 — 1993
BA, Mathematics
Port Richmond High School
Merrill Lynch May 2012 - Present
J.P. Morgan September 1999 - May 2012
Goelet, LLC 1997 - 1999
Guardian Life Insurance Co. 1994 - 1997
Skills
Electronic Trading, Technology, Technology Architecture, Information Security..., Risk Management, Management, Vendor Management, Low Latency, Order Routing, Exchange Connectivity, Algos, Ultra Low Latency, Automated Trading, Market Data, Trading Systems, Derivatives, Back Office, Quantitative Finance, Options, Trading, Financial Markets, High Frequency Trading, FX Options, Equity Derivatives, Bloomberg, Equities, Fixed Income, Commodity, Credit Derivatives, Proprietary Trading, Middle Office, Swaps, Interest Rate..., Prime Brokerage, Equity Trading, Trading Strategies, Hedge Funds, Capital Markets, FX trading, Market Risk, Trading System, Reference Data, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Computer Information Systems
Binghamton University 1989 — 1993
BA, Mathematics
Port Richmond High School
Claire Lui's Merrill Lynch Experience 2006 - 2007
Job Auditor at Visa
Industry Accounting
Experience
Visa December 2013 - Present
The Siegfried Group November 2012 - November 2013
PwC January 2009 - March 2011
Deloitte January 2008 - March 2008
Merrill Lynch 2006 - 2007
Skills
US GAAP, Big 4, Auditing, Assurance, External Audit, Financial Reporting, Sarbanes-Oxley Act, CPA, GAAP, Internal Audit, Accounting, IFRS, Financial Statements, SEC Filings, Financial Accounting, Sarbanes-Oxley, Internal Controls, Standards Compliance, Risk Assessment
Education
Columbia University in the City of New York 2012 — 2013
Postbac Premed, Premed
Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Visa December 2013 - Present
The Siegfried Group November 2012 - November 2013
PwC January 2009 - March 2011
Deloitte January 2008 - March 2008
Merrill Lynch 2006 - 2007
Skills
US GAAP, Big 4, Auditing, Assurance, External Audit, Financial Reporting, Sarbanes-Oxley Act, CPA, GAAP, Internal Audit, Accounting, IFRS, Financial Statements, SEC Filings, Financial Accounting, Sarbanes-Oxley, Internal Controls, Standards Compliance, Risk Assessment
Education
Columbia University in the City of New York 2012 — 2013
Postbac Premed, Premed
Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Caron Chan's Merrill Lynch Experience July 2014 - Present
Job Private Wealth Analyst Relationship Management
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch January 2009 - July 2014
UBS Wealth Management April 2007 - January 2009
Skills
Asset Allocation, Manage Client..., Portfolio Performance..., Trading, Research, Equity Research, Performance Reporting, Coaching, Investment Strategies, Mutual Funds, Alternative Investments, Wealth Management, Series 7
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Industrial & Organizational Psychology, Magna Cum Laude
Merrill Lynch July 2014 - Present
Merrill Lynch January 2009 - July 2014
UBS Wealth Management April 2007 - January 2009
Skills
Asset Allocation, Manage Client..., Portfolio Performance..., Trading, Research, Equity Research, Performance Reporting, Coaching, Investment Strategies, Mutual Funds, Alternative Investments, Wealth Management, Series 7
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Industrial & Organizational Psychology, Magna Cum Laude
William Petz William Petz's Merrill Lynch Experience January 2009 - June 2009
Job An Interesting Blend of Technology, Marketing, Corp & Social Event Planning, and everything else to get the job done!
Industry Wireless
Experience
Wells Fargo November 2012 - Present
Quiet Events June 2012 - Present
Random Events LLC March 2009 - October 2014
Nomura Securities December 2009 - November 2012
Bank of America June 2009 - November 2009
Merrill Lynch January 2009 - June 2009
Barclays Capital August 2008 - November 2008
Lehman Brothers March 2002 - November 2008
Price Waterhouse Coopers June 1999 - March 2002
Skills
Event Management, Event Planning, Social Networking, Contract Negotiations, Vendor Management, Blackberry, Telecommunications, Expense Management, Fundraising, iPhone, Android, Project Management, Operating Systems, Mobile Applications, Leadership, Market Data, Contract Negotiation, Management, Entrepreneurship, Product Management, Mobile Devices, Strategic Partnerships, Team Building, Start-ups, Trading Systems, Networking, Wireless, Negotiation, Technical Support, System Administration, Business Development, Strategy, Program Management, Product Marketing, Mobile Technology, Infrastructure, Strategic Planning, Project Planning, Analytics, Messaging, Integration, Team Leadership, CRM, iOS, Mobile Communications, Testing, Salesforce.com, Executive Management, Team Management, Blackberry Enterprise...
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, CIS
Art & Design High School 1993 — 1997
High school diploma, Architecture
Wells Fargo November 2012 - Present
Quiet Events June 2012 - Present
Random Events LLC March 2009 - October 2014
Nomura Securities December 2009 - November 2012
Bank of America June 2009 - November 2009
Merrill Lynch January 2009 - June 2009
Barclays Capital August 2008 - November 2008
Lehman Brothers March 2002 - November 2008
Price Waterhouse Coopers June 1999 - March 2002
Skills
Event Management, Event Planning, Social Networking, Contract Negotiations, Vendor Management, Blackberry, Telecommunications, Expense Management, Fundraising, iPhone, Android, Project Management, Operating Systems, Mobile Applications, Leadership, Market Data, Contract Negotiation, Management, Entrepreneurship, Product Management, Mobile Devices, Strategic Partnerships, Team Building, Start-ups, Trading Systems, Networking, Wireless, Negotiation, Technical Support, System Administration, Business Development, Strategy, Program Management, Product Marketing, Mobile Technology, Infrastructure, Strategic Planning, Project Planning, Analytics, Messaging, Integration, Team Leadership, CRM, iOS, Mobile Communications, Testing, Salesforce.com, Executive Management, Team Management, Blackberry Enterprise...
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, CIS
Art & Design High School 1993 — 1997
High school diploma, Architecture
Amir Rosenthal's Merrill Lynch Experience January 1987 - January 1989
Job Financial Services Professional at National Life Group
Industry Investment Management
Experience
National Life Group June 2013 - Present
Euro FX2009 January 2009 - June 2013
Sterling Lending Group January 2001 - January 2008
Cheshire Distributors,Inc. January 1999 - January 2001
Prudential Securities January 1995 - January 1999
Paine Webber Inc January 1992 - January 1995
Merrill Lynch International January 1991 - January 1992
Oppenheimer & Co. Inc. January 1989 - January 1991
Merrill Lynch January 1987 - January 1989
Skills
Excellent understanding..., Equities, Bloomberg, Fixed Income, Trading, Banking, Mergers, Mutual Funds, FX trading, FX Options, Financial Services, Securities, Loans
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), International Finance
National Life Group June 2013 - Present
Euro FX2009 January 2009 - June 2013
Sterling Lending Group January 2001 - January 2008
Cheshire Distributors,Inc. January 1999 - January 2001
Prudential Securities January 1995 - January 1999
Paine Webber Inc January 1992 - January 1995
Merrill Lynch International January 1991 - January 1992
Oppenheimer & Co. Inc. January 1989 - January 1991
Merrill Lynch January 1987 - January 1989
Skills
Excellent understanding..., Equities, Bloomberg, Fixed Income, Trading, Banking, Mergers, Mutual Funds, FX trading, FX Options, Financial Services, Securities, Loans
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), International Finance
Darlene Beato Darlene Beato's Merrill Lynch Experience March 2011 - June 2011
Job Legal & Compliance
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
ITN Networks August 2012 - May 2015
FOJP Service Corporation July 2011 - August 2012
Reed Smith LLP November 2011 - February 2012
Merrill Lynch March 2011 - June 2011
Skills
Microsoft Office, 70wpm, Data Craft Hospitality..., DHS Mailer/Reporting, EMS Consulting, Mac OS, Mac, Access, Process Scheduler, Social Networking, PowerPoint, Multi-line Phone, Outlook, Microsoft Word, Facebook, Event Planning, Advertising, Photoshop, Social Media, Microsoft Excel, Management
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Marketing and Advertisment
Morgan Stanley May 2015 - Present
ITN Networks August 2012 - May 2015
FOJP Service Corporation July 2011 - August 2012
Reed Smith LLP November 2011 - February 2012
Merrill Lynch March 2011 - June 2011
Skills
Microsoft Office, 70wpm, Data Craft Hospitality..., DHS Mailer/Reporting, EMS Consulting, Mac OS, Mac, Access, Process Scheduler, Social Networking, PowerPoint, Multi-line Phone, Outlook, Microsoft Word, Facebook, Event Planning, Advertising, Photoshop, Social Media, Microsoft Excel, Management
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Marketing and Advertisment
Scott S. Quintero Scott S. Quintero's Merrill Lynch Experience September 1987 - June 2008
Job Director of Finance
Industry Education Management
Experience
Family Life Academy Charter Schools May 2009 - Present
Liberty Tax Service January 2009 - April 2009
Merrill Lynch September 1987 - June 2008
Skills
Financial Analysis, Accounting, Cash Management, Financial Reporting, Strategic Financial..., Finance, QuickBooks, Corporate Finance, Internal Controls, Account Reconciliation, Financial Accounting, Cash Flow, Tax, Accounts Payable, Fixed Income, Treasury Management, Financial Modeling, Financial Statements, GAAP, General Ledger, Derivatives, Financial Risk, Cash Flow Forecasting, Series 7, Managerial Finance, Valuation, US GAAP, Treasury, Private Equity, SEC filings, Hyperion Enterprise, CPA, Management, Nonprofits, Strategic Planning, Budgets, Leadership
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Iona College
MBA, Management
Family Life Academy Charter Schools May 2009 - Present
Liberty Tax Service January 2009 - April 2009
Merrill Lynch September 1987 - June 2008
Skills
Financial Analysis, Accounting, Cash Management, Financial Reporting, Strategic Financial..., Finance, QuickBooks, Corporate Finance, Internal Controls, Account Reconciliation, Financial Accounting, Cash Flow, Tax, Accounts Payable, Fixed Income, Treasury Management, Financial Modeling, Financial Statements, GAAP, General Ledger, Derivatives, Financial Risk, Cash Flow Forecasting, Series 7, Managerial Finance, Valuation, US GAAP, Treasury, Private Equity, SEC filings, Hyperion Enterprise, CPA, Management, Nonprofits, Strategic Planning, Budgets, Leadership
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Iona College
MBA, Management
Victor Saldana Victor Saldana's Merrill Lynch Experience June 2004 - September 2004
Job IT Project Coordinator at Mount Sinai Health System
Industry Information Technology and Services
Experience
Mount Sinai Health System September 2012 - Present
Mount Sinai Health System February 2011 - September 2012
Citi Habitats May 2010 - February 2011
Skadden Arps February 2006 - September 2007
Lehman Brothers June 2005 - September 2005
Merrill Lynch June 2004 - September 2004
Skills
Project Management, EHR, Corporate Governance, Applicant Tracking..., Business Analysis, EMR, Healthcare Information..., Application Portfolio..., Process Improvement, Onboarding, Talent Acquisition, Human Resources, Analysis, Internet Recruiting, Employee Benefits, Financial Analysis, Recruiting, Enterprise Architecture, Research, Sales, Microsoft Excel, Employee Relations, Healthcare, CA Clarity, EMR Training, Governance, IT Capital Planning, College Recruiting, Marketing, Due Diligence, Financial Modeling, eClinical Works, Real Estate, Valuation, Investments, Equities, Bloomberg, CompTIA A+ Certification, CompTIA Network+, Access, Hospitals
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
BBA, Economics
Stockholm University 2009 — 2009
Mount Sinai Health System September 2012 - Present
Mount Sinai Health System February 2011 - September 2012
Citi Habitats May 2010 - February 2011
Skadden Arps February 2006 - September 2007
Lehman Brothers June 2005 - September 2005
Merrill Lynch June 2004 - September 2004
Skills
Project Management, EHR, Corporate Governance, Applicant Tracking..., Business Analysis, EMR, Healthcare Information..., Application Portfolio..., Process Improvement, Onboarding, Talent Acquisition, Human Resources, Analysis, Internet Recruiting, Employee Benefits, Financial Analysis, Recruiting, Enterprise Architecture, Research, Sales, Microsoft Excel, Employee Relations, Healthcare, CA Clarity, EMR Training, Governance, IT Capital Planning, College Recruiting, Marketing, Due Diligence, Financial Modeling, eClinical Works, Real Estate, Valuation, Investments, Equities, Bloomberg, CompTIA A+ Certification, CompTIA Network+, Access, Hospitals
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
BBA, Economics
Stockholm University 2009 — 2009
Donaven Murray's Merrill Lynch Experience August 2011 - January 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Baruch Investment Management Group January 2012 - December 2012
Merrill Lynch August 2011 - January 2012
Skills
Data Analysis, Team Leadership, Microsoft Office, Financial Analysis, Leadership, Public Speaking, Portfolio Management, Management, Budgets, Mergers & Acquisitions, Valuation, Finance, Equities, Financial Modeling
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Junior
Nassau Community College 2010 — 2011
Associate of Science (AS) (Cum Laude), Business Administration, Management and Operations
Long Island Lutheran Middle and High School 2005 — 2009
H.S. Diploma
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Baruch Investment Management Group January 2012 - December 2012
Merrill Lynch August 2011 - January 2012
Skills
Data Analysis, Team Leadership, Microsoft Office, Financial Analysis, Leadership, Public Speaking, Portfolio Management, Management, Budgets, Mergers & Acquisitions, Valuation, Finance, Equities, Financial Modeling
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Junior
Nassau Community College 2010 — 2011
Associate of Science (AS) (Cum Laude), Business Administration, Management and Operations
Long Island Lutheran Middle and High School 2005 — 2009
H.S. Diploma
Christopher Cordero Christopher Cordero's Merrill Lynch Experience May 2012 - August 2012
Job Attended City University of New YorkBaruch College
Industry Financial Services
Experience
F.W. Webb Company June 2014 - Present
Bank of America July 2013 - April 2014
Air National Guard February 2008 - February 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Military Experience, Military Aviation, Financial Modeling, Retail Banking, Financial Accounting, Sales, Microsoft Office, Microsoft Word
Education
City University of New York-Baruch College 2011 — 2013
Bachelor of Science (B.S.), Finance
SUNY Orange 2009 — 2010
Associate of Science (A.S.), Business Administration and Management, General
F.W. Webb Company June 2014 - Present
Bank of America July 2013 - April 2014
Air National Guard February 2008 - February 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Military Experience, Military Aviation, Financial Modeling, Retail Banking, Financial Accounting, Sales, Microsoft Office, Microsoft Word
Education
City University of New York-Baruch College 2011 — 2013
Bachelor of Science (B.S.), Finance
SUNY Orange 2009 — 2010
Associate of Science (A.S.), Business Administration and Management, General
STEFKA ILIEVA STEFKA ILIEVA's Merrill Lynch Experience January 2005 - May 2005
Job Marine Fuel Editor and Pricing Analyst at Argus Media
Industry Oil & Energy
Experience
Argus Media October 2012 - Present
Poten & Partners June 2007 - October 2012
Poten & Partners December 2006 - January 2008
Poten & Partners January 2006 - June 2007
Merrill Lynch January 2005 - May 2005
Skills
Bloomberg Terminal, SPSS, Excel, Access, Salesforce.com, Visio, Outlook, Financial Modeling, Energy, Petroleum, Microsoft Excel, LNG, Trading, Analysis, Presentations
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA (Part-time, evening classes), Finance, Accounting, 3.8
Energy Management Institute 2013 — 2013
certificate, Physical Crude and Product Trading
NYU Continuing Education 2011 — 2013
Spanish
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
Bachelor, Finance, 3.51
Argus Media October 2012 - Present
Poten & Partners June 2007 - October 2012
Poten & Partners December 2006 - January 2008
Poten & Partners January 2006 - June 2007
Merrill Lynch January 2005 - May 2005
Skills
Bloomberg Terminal, SPSS, Excel, Access, Salesforce.com, Visio, Outlook, Financial Modeling, Energy, Petroleum, Microsoft Excel, LNG, Trading, Analysis, Presentations
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA (Part-time, evening classes), Finance, Accounting, 3.8
Energy Management Institute 2013 — 2013
certificate, Physical Crude and Product Trading
NYU Continuing Education 2011 — 2013
Spanish
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
Bachelor, Finance, 3.51
Yunna Gleyzer Weiss's Merrill Lynch Experience July 2007 - October 2008
Job Senior Marketing Manager at American Express
Industry Marketing and Advertising
Experience
American Express September 2014 - Present
The Bloody Mary Festival January 2014 - Present
Rosetta August 2013 - August 2014
Group Commerce June 2012 - August 2012
Pension Consulting Alliance April 2009 - March 2011
Merrill Lynch July 2007 - October 2008
Merrill Lynch June 2006 - August 2006
BNP Paribas June 2005 - August 2005
Skills
Marketing Strategy, Analytics, Consulting, Project Management, Negotiation, New Business Development, Strategic Planning, Quantitative Research, Qualitative Research, Valuation, Vendor Management, Financial Analysis, Business Analysis, Business Strategy, Financial Modeling, Investments, Private Equity, Due Diligence, Finance, Business Development, Competitive Analysis, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2011 — 2013
MBA, Marketing and Management
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Major: Finance and Investments; Minor: Political Science
Brooklyn Technical High Shcool 1999 — 2003
Technology & Liberal Arts
American Express September 2014 - Present
The Bloody Mary Festival January 2014 - Present
Rosetta August 2013 - August 2014
Group Commerce June 2012 - August 2012
Pension Consulting Alliance April 2009 - March 2011
Merrill Lynch July 2007 - October 2008
Merrill Lynch June 2006 - August 2006
BNP Paribas June 2005 - August 2005
Skills
Marketing Strategy, Analytics, Consulting, Project Management, Negotiation, New Business Development, Strategic Planning, Quantitative Research, Qualitative Research, Valuation, Vendor Management, Financial Analysis, Business Analysis, Business Strategy, Financial Modeling, Investments, Private Equity, Due Diligence, Finance, Business Development, Competitive Analysis, Portfolio Management
Education
The Wharton School, University of Pennsylvania 2011 — 2013
MBA, Marketing and Management
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Major: Finance and Investments; Minor: Political Science
Brooklyn Technical High Shcool 1999 — 2003
Technology & Liberal Arts
Alex Somuah Alex Somuah's Merrill Lynch Experience December 2001 - December 2009
Job Director, Atlantic Air Cargo
Industry Logistics and Supply Chain
Experience
Atlantic Air Cargo January 2010 - Present
Merrill Lynch December 2001 - December 2009
AT&T March 1990 - November 2001
Skills
Import/Export, Import, Export, Freight Forwarding, Freight, Intermodal, 3PL, Transportation, Warehousing, Logistics, Shipping, International Trade, Warehouse Management, Operations Management, Supply Chain Management, Supply Chain, Air Freight, Negotiation, International Business, Container, Business Planning, Business Strategy, New Business Development, Strategy, Management, Change Management, Business Development, Project Planning, Contract Negotiation, Analysis, Start-ups, Mergers & Acquisitions, Forecasting, Management Consulting, Strategic Planning, Team Building, Vendor Management, Executive Management, Business Process..., Entrepreneurship, Business Analysis, Process Improvement, Team Leadership, Budgets
Education
Baruch College 1984 — 1987
Master of Business Administration (M.B.A.), Computer Systems Networking and Telecommunications
Atlantic Air Cargo January 2010 - Present
Merrill Lynch December 2001 - December 2009
AT&T March 1990 - November 2001
Skills
Import/Export, Import, Export, Freight Forwarding, Freight, Intermodal, 3PL, Transportation, Warehousing, Logistics, Shipping, International Trade, Warehouse Management, Operations Management, Supply Chain Management, Supply Chain, Air Freight, Negotiation, International Business, Container, Business Planning, Business Strategy, New Business Development, Strategy, Management, Change Management, Business Development, Project Planning, Contract Negotiation, Analysis, Start-ups, Mergers & Acquisitions, Forecasting, Management Consulting, Strategic Planning, Team Building, Vendor Management, Executive Management, Business Process..., Entrepreneurship, Business Analysis, Process Improvement, Team Leadership, Budgets
Education
Baruch College 1984 — 1987
Master of Business Administration (M.B.A.), Computer Systems Networking and Telecommunications
Taras Shibiko Taras Shibiko's Merrill Lynch Experience July 2008 - January 2010
Job AIG United Guaranty Sr. Modeling Analyst Treasury
Industry Financial Services
Experience
United Guaranty Corporation February 2015 - Present
GE Capital March 2014 - January 2015
Bank of America Merrill Lynch January 2010 - March 2014
Merrill Lynch July 2008 - January 2010
Knight Capital Group February 2007 - August 2007
Skills
Financial Analysis, Equities, Capital Markets, Credit Risk, PowerPoint, Microsoft Excel, Derivatives, Financial Reporting, Basel I, Basel II, CEM, Internal Models Method, Capital Management, Essbase, Hyperion Reports, Off Balance Sheet..., Letters of Credit, Unfunded Commitments, IT Audit, Auditing, Compliance, Investment Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
Bachelor of Business Administration, Accounting
United Guaranty Corporation February 2015 - Present
GE Capital March 2014 - January 2015
Bank of America Merrill Lynch January 2010 - March 2014
Merrill Lynch July 2008 - January 2010
Knight Capital Group February 2007 - August 2007
Skills
Financial Analysis, Equities, Capital Markets, Credit Risk, PowerPoint, Microsoft Excel, Derivatives, Financial Reporting, Basel I, Basel II, CEM, Internal Models Method, Capital Management, Essbase, Hyperion Reports, Off Balance Sheet..., Letters of Credit, Unfunded Commitments, IT Audit, Auditing, Compliance, Investment Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
Bachelor of Business Administration, Accounting
David Stricks David Stricks's Merrill Lynch Experience 2006 - 2008
Job Paraprofessional
Industry Primary/Secondary Education
Experience
NYC DOE April 2014 - Present
Cantor Fitzgerald May 2011 - September 2012
New England Financial 2009 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2004 - 2006
Brown Brothers Harriman 2001 - 2004
Skills
Series 7, Series 63, Fixed Income, Equities, Options, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Trading
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Economics
NYC DOE April 2014 - Present
Cantor Fitzgerald May 2011 - September 2012
New England Financial 2009 - 2010
Merrill Lynch 2006 - 2008
Bear Stearns 2004 - 2006
Brown Brothers Harriman 2001 - 2004
Skills
Series 7, Series 63, Fixed Income, Equities, Options, Derivatives, Hedge Funds, Bloomberg, Prime Brokerage, Trading
Education
University of Phoenix 2010 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Economics
Barry Wang Barry Wang's Merrill Lynch Experience February 2009 - May 2009
Job Senior Financial Analyst at Forest City Ratner Companies (绿地森林城合资公司)
Industry Real Estate
Experience
Forest City Enterprises May 2015 - Present
RBC Capital Markets July 2012 - May 2015
New York State Housing Finance Agency/State of New York Mortgage Agency January 2012 - July 2012
J.P. Morgan July 2011 - December 2011
Baruch College September 2006 - June 2011
Treasury Partners August 2010 - December 2010
Merrill Lynch February 2009 - May 2009
UBS September 2008 - December 2008
Metropolitan Life Insurance Company March 2008 - December 2008
Skills
Fixed Income, Debt Structuring, Multi-family, Real Estate Finance, Financial Modeling, Investment Banking, Credit Analysis, Mortgage Banking, Municipal Bonds, Swaps, Asset-backed..., Real Estate Economics, Capital Markets, Bloomberg Terminal, Financial Analysis, Bloomberg, Quantitative Analytics, Analysis, Debt Restructuring, Equities, Valuation, Corporate Finance, Bonds, Derivatives, Microsoft Excel, Options, DCF, Wealth Management, Structured Finance, Finance, Investments, Capital IQ, Trading
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2010
Bachelor of Business Administration, Finance & Investment
Forest City Enterprises May 2015 - Present
RBC Capital Markets July 2012 - May 2015
New York State Housing Finance Agency/State of New York Mortgage Agency January 2012 - July 2012
J.P. Morgan July 2011 - December 2011
Baruch College September 2006 - June 2011
Treasury Partners August 2010 - December 2010
Merrill Lynch February 2009 - May 2009
UBS September 2008 - December 2008
Metropolitan Life Insurance Company March 2008 - December 2008
Skills
Fixed Income, Debt Structuring, Multi-family, Real Estate Finance, Financial Modeling, Investment Banking, Credit Analysis, Mortgage Banking, Municipal Bonds, Swaps, Asset-backed..., Real Estate Economics, Capital Markets, Bloomberg Terminal, Financial Analysis, Bloomberg, Quantitative Analytics, Analysis, Debt Restructuring, Equities, Valuation, Corporate Finance, Bonds, Derivatives, Microsoft Excel, Options, DCF, Wealth Management, Structured Finance, Finance, Investments, Capital IQ, Trading
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2010
Bachelor of Business Administration, Finance & Investment
Richard Lamendola Richard Lamendola's Merrill Lynch Experience March 2000 - July 2002
Job Founder at brandbliss
Industry Marketing and Advertising
Experience
brandbliss January 2013 - Present
Splash VFX May 2013 - Present
+RJL 2001 - January 2015
Butterfield Fulcrum and FORS (Family Office Reporting Solutions) September 2012 - November 2012
Ameriprise Financial: Geri Pell & Associates March 2007 - May 2009
Sprint Nextel: The Customer Center July 2003 - August 2005
Merrill Lynch March 2000 - July 2002
Skills
Digital Marketing, Email Marketing, Mobile Marketing, Social Media, Brand Management, CRM, Web Marketing, Event Planning, Relationship Marketing, Mobile Applications, Project Management, Data Analysis, Social Media Marketing, Integrated Marketing, Advertising, SEO
Education
New York University SCPS 2011 — 2012
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration
Westchester Community College 2005 — 2008
A.A.S
Stepinac
brandbliss January 2013 - Present
Splash VFX May 2013 - Present
+RJL 2001 - January 2015
Butterfield Fulcrum and FORS (Family Office Reporting Solutions) September 2012 - November 2012
Ameriprise Financial: Geri Pell & Associates March 2007 - May 2009
Sprint Nextel: The Customer Center July 2003 - August 2005
Merrill Lynch March 2000 - July 2002
Skills
Digital Marketing, Email Marketing, Mobile Marketing, Social Media, Brand Management, CRM, Web Marketing, Event Planning, Relationship Marketing, Mobile Applications, Project Management, Data Analysis, Social Media Marketing, Integrated Marketing, Advertising, SEO
Education
New York University SCPS 2011 — 2012
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration
Westchester Community College 2005 — 2008
A.A.S
Stepinac
Eric Laner Eric Laner's Merrill Lynch Experience 1986 - 2004
Job Manager (Director or VP level) of Finance; Controller (Fortune 500). CFO (private company)
Industry Financial Services
Experience
The Main Street America Group June 2014 - Present
GeoSolarHeat 2014 - 2014
Kemper Insurance 2008 - 2013
The Lending Group 2006 - 2008
Resources Global Professionals 2004 - 2006
Merrill Lynch 1986 - 2004
Skills
Financial Analysis, Financial Modeling, Accounting, Budgets, Forecasting, Analysis, Cash Flow, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Credit, Investments, Mergers, Due Diligence, General Ledger, Strategic Planning, Leadership, Auditing, Strategic Financial..., Microsoft Excel, Managerial Finance, Business Planning, Corporate Finance, Process Improvement, Pricing, Management, Executive Management, Risk Management, Finance, Variance Analysis, Financial Risk, CRM, Business Analysis, Insurance, Project Management, Project Planning, SEC filings, Business Process..., Banking, Financial Accounting, Financial Services, Training, Portfolio Management, Strategy, Access, Valuation, Business Strategy, Account Reconciliation, Budgeting, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
MBA, Computer Science & Finance
City University of New York City College 1978 — 1982
BA, Economics
The Main Street America Group June 2014 - Present
GeoSolarHeat 2014 - 2014
Kemper Insurance 2008 - 2013
The Lending Group 2006 - 2008
Resources Global Professionals 2004 - 2006
Merrill Lynch 1986 - 2004
Skills
Financial Analysis, Financial Modeling, Accounting, Budgets, Forecasting, Analysis, Cash Flow, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Credit, Investments, Mergers, Due Diligence, General Ledger, Strategic Planning, Leadership, Auditing, Strategic Financial..., Microsoft Excel, Managerial Finance, Business Planning, Corporate Finance, Process Improvement, Pricing, Management, Executive Management, Risk Management, Finance, Variance Analysis, Financial Risk, CRM, Business Analysis, Insurance, Project Management, Project Planning, SEC filings, Business Process..., Banking, Financial Accounting, Financial Services, Training, Portfolio Management, Strategy, Access, Valuation, Business Strategy, Account Reconciliation, Budgeting, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
MBA, Computer Science & Finance
City University of New York City College 1978 — 1982
BA, Economics
Emelia Diedrich, PHR Emelia Diedrich, PHR's Merrill Lynch Experience 2004 - 2006
Job HR Consultant & Business Owner specializing in core HR services, compliance, training & talent acquisition strategy
Industry Human Resources
Experience
edHR Consulting September 2014 - Present
Gensler March 2011 - September 2014
Mercer 2010 - 2011
Rauxa Direct January 2009 - May 2010
Deloitte and Touche LLP December 2006 - November 2008
Mercer HR Consulting 2005 - 2006
Merrill Lynch 2004 - 2006
Skills
Applicant Tracking..., Employee Relations, Talent Acquisition, Recruiting, Talent Management, HRIS, Human Resources, Onboarding, Employee Training, Employee Benefits, Personnel Management, Analysis, Time Management, Performance Management, College Recruiting, Management, Internet Recruiting, Training, Consulting, HR Policies, Leadership, Hiring, Microsoft Office
Education
Clemson University
Bachelor of Arts, Psychology; Women's Studies
Baruch College
Masters, Industrial/Organizational Psy.
edHR Consulting September 2014 - Present
Gensler March 2011 - September 2014
Mercer 2010 - 2011
Rauxa Direct January 2009 - May 2010
Deloitte and Touche LLP December 2006 - November 2008
Mercer HR Consulting 2005 - 2006
Merrill Lynch 2004 - 2006
Skills
Applicant Tracking..., Employee Relations, Talent Acquisition, Recruiting, Talent Management, HRIS, Human Resources, Onboarding, Employee Training, Employee Benefits, Personnel Management, Analysis, Time Management, Performance Management, College Recruiting, Management, Internet Recruiting, Training, Consulting, HR Policies, Leadership, Hiring, Microsoft Office
Education
Clemson University
Bachelor of Arts, Psychology; Women's Studies
Baruch College
Masters, Industrial/Organizational Psy.
Beth Blass Beth Blass's Merrill Lynch Experience 1995 - 2001
Job Director at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland 2010 - 2014
Morgan Stanley 2008 - 2010
HSBC Securities 2005 - 2007
Deutsche Bank 2001 - 2004
Merrill Lynch 1995 - 2001
Citibank 1991 - 1995
Skills
Investment Banking, Fixed Income, Risk Management, Derivatives, Operational Risk, Capital Markets, Due Diligence, Credit Risk, Bloomberg, FX Options, Securities, Banking, Credit, Operational Risk..., Hedge Funds, Financial Services, Equities
Education
City University of New York-Baruch College
MBA, Finance and Investments
State University of New York at Albany
BA, Psychology
Royal Bank of Scotland 2010 - 2014
Morgan Stanley 2008 - 2010
HSBC Securities 2005 - 2007
Deutsche Bank 2001 - 2004
Merrill Lynch 1995 - 2001
Citibank 1991 - 1995
Skills
Investment Banking, Fixed Income, Risk Management, Derivatives, Operational Risk, Capital Markets, Due Diligence, Credit Risk, Bloomberg, FX Options, Securities, Banking, Credit, Operational Risk..., Hedge Funds, Financial Services, Equities
Education
City University of New York-Baruch College
MBA, Finance and Investments
State University of New York at Albany
BA, Psychology
David Lung David Lung's Merrill Lynch Experience September 2005 - August 2006
Job Wealth Advisor at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2008 - Present
Colonial Bank August 2006 - July 2008
Merrill Lynch September 2005 - August 2006
UBS July 2004 - September 2005
Merrill Lynch August 1999 - February 2004
Skills
Securities, Retirement Planning, Alternative Investments, Uniform Combined State..., Strategic Financial..., Investments, Loans, Portfolio Management, Wealth Management, Equities, Asset Allocation, Mortgage Lending
Education
Baruch College 1997 — 1999
MBA, Finance
Wells Fargo Bank August 2008 - Present
Colonial Bank August 2006 - July 2008
Merrill Lynch September 2005 - August 2006
UBS July 2004 - September 2005
Merrill Lynch August 1999 - February 2004
Skills
Securities, Retirement Planning, Alternative Investments, Uniform Combined State..., Strategic Financial..., Investments, Loans, Portfolio Management, Wealth Management, Equities, Asset Allocation, Mortgage Lending
Education
Baruch College 1997 — 1999
MBA, Finance
Shaiful Chowdhury's Merrill Lynch Experience June 2000 - December 2001
Job
Industry Information Technology and Services
Experience
Financial Technologies LLC February 2015 - Present
Barclaycard Division of Barclays Bank May 2014 - January 2015
Independent Contractor April 2013 - May 2014
BRAC Bank Limited July 2009 - March 2013
Credit Suisse March 2008 - June 2009
JP Morgan March 2005 - February 2008
Deutsche Bank June 2003 - March 2005
Merrill Lynch June 2000 - December 2001
Price Waterhouse Coopers / Cartesis 1996 - 1997
International Delights 1992 - 1995
Skills
Analysis, Budgeting, Financial Management, Data Warehousing, Data Analysis, Project Portfolio..., Management Reporting, Banking, Managerial Finance, Budgets, Strategic Planning, Strategy, Risk Management, Management, Vendor Management, Business Analysis, Financial Analysis, Team Leadership, Finance, Credit Risk, Project Planning, Team Management, Leadership, Marketing, Business Planning, MIS, Project Management, Financial Risk, SDLC, Business Process, Portfolio Management, Retail Banking, Change Management, Business Strategy, CRM, Business Process..., Program Management, Business Development, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Post Grad Cert
St. John's University, The Peter J. Tobin College of Business 1995 — 1997
MBA
City University of New York-Baruch College 1989 — 1992
BBA
Clariden
Technical Institute of America
Financial Technologies LLC February 2015 - Present
Barclaycard Division of Barclays Bank May 2014 - January 2015
Independent Contractor April 2013 - May 2014
BRAC Bank Limited July 2009 - March 2013
Credit Suisse March 2008 - June 2009
JP Morgan March 2005 - February 2008
Deutsche Bank June 2003 - March 2005
Merrill Lynch June 2000 - December 2001
Price Waterhouse Coopers / Cartesis 1996 - 1997
International Delights 1992 - 1995
Skills
Analysis, Budgeting, Financial Management, Data Warehousing, Data Analysis, Project Portfolio..., Management Reporting, Banking, Managerial Finance, Budgets, Strategic Planning, Strategy, Risk Management, Management, Vendor Management, Business Analysis, Financial Analysis, Team Leadership, Finance, Credit Risk, Project Planning, Team Management, Leadership, Marketing, Business Planning, MIS, Project Management, Financial Risk, SDLC, Business Process, Portfolio Management, Retail Banking, Change Management, Business Strategy, CRM, Business Process..., Program Management, Business Development, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Post Grad Cert
St. John's University, The Peter J. Tobin College of Business 1995 — 1997
MBA
City University of New York-Baruch College 1989 — 1992
BBA
Clariden
Technical Institute of America
Don Pfail Don Pfail's Merrill Lynch Experience 1983 - 1985
Job Internal Audit Director, Regulatory and Compliance Professional, Certified Public Accountant
Industry Financial Services
Experience
Keefe, Bruyette & Woods (KBW) March 2007 - June 2013
DLJ CSFB 2001 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1997 - 2001
Donaldson, Lufkin & Jenrette 1986 - 1997
Bankers Trust/Deutsche Bank 1985 - 1986
Merrill Lynch 1983 - 1985
KPMG Main Hurdman 1977 - 1983
Skills
Investment Banking, Brokerage, Commercial Banking, SOX, Auditing, Internal Controls, Internal Audit, Retail Banking, US GAAP, IFRS, GAAP, Audit, Compliance, Enterprise Risk..., Sarbanes-Oxley Act, Insurance, Valuation, Financial Modeling, Corporate Finance, Banking, Financial Risk, Financial Audits, Finance, Series 63, External Audit, Investments, Due Diligence, Financial Analysis, Accounting, Securities, CPA, Capital Markets, Financial Reporting, Corporate Governance, IT Audit, Private Equity, AML, Mergers & Acquisitions, Strategic Financial..., Financial Services, Asset Management, Sarbanes-Oxley, Financial Institutions, Risk Management, Hedge Funds, Equities, COSO, Fixed Income, Budgets, Tax
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Accounting
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration
Christ the King HS
First Honors
Keefe, Bruyette & Woods (KBW) March 2007 - June 2013
DLJ CSFB 2001 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1997 - 2001
Donaldson, Lufkin & Jenrette 1986 - 1997
Bankers Trust/Deutsche Bank 1985 - 1986
Merrill Lynch 1983 - 1985
KPMG Main Hurdman 1977 - 1983
Skills
Investment Banking, Brokerage, Commercial Banking, SOX, Auditing, Internal Controls, Internal Audit, Retail Banking, US GAAP, IFRS, GAAP, Audit, Compliance, Enterprise Risk..., Sarbanes-Oxley Act, Insurance, Valuation, Financial Modeling, Corporate Finance, Banking, Financial Risk, Financial Audits, Finance, Series 63, External Audit, Investments, Due Diligence, Financial Analysis, Accounting, Securities, CPA, Capital Markets, Financial Reporting, Corporate Governance, IT Audit, Private Equity, AML, Mergers & Acquisitions, Strategic Financial..., Financial Services, Asset Management, Sarbanes-Oxley, Financial Institutions, Risk Management, Hedge Funds, Equities, COSO, Fixed Income, Budgets, Tax
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Accounting
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration
Christ the King HS
First Honors
Alex Kamarashki Alex Kamarashki's Merrill Lynch Experience June 2008 - August 2008
Job Global Macro Portfolio Manager
Industry Capital Markets
Experience
AQR Capital Management June 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley February 2013 - January 2015
Morgan Stanley April 2011 - February 2013
Barclays Capital June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
DeltaStock June 2007 - August 2007
International Centre for Trade and Sustainable Development January 2007 - May 2007
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Financial Engineering
Kent State University 2005 — 2009
Bachelor, Finance, Economics, Applied Mathematics
AQR Capital Management June 2015 - Present
Morgan Stanley January 2015 - June 2015
Morgan Stanley February 2013 - January 2015
Morgan Stanley April 2011 - February 2013
Barclays Capital June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
DeltaStock June 2007 - August 2007
International Centre for Trade and Sustainable Development January 2007 - May 2007
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Financial Engineering
Kent State University 2005 — 2009
Bachelor, Finance, Economics, Applied Mathematics
Chris Southwick Chris Southwick's Merrill Lynch Experience 1982 - 1984
Job Executive Director, Chief Compliance Officer RSI / Head of Markets Compliance Rabobank Intl NAW
Industry Financial Services
Experience
Rabobank International / Rabo Securities USA, Inc. June 2010 - Present
Dresdner Kleinwort July 2003 - March 2010
Dresdner Kleinwort Securities LLC July 2003 - March 2010
EGS Partners October 1998 - May 2002
Asiel and Company 1997 - 1998
Tradex Brokerage Service, Inc. 1984 - 1996
Merrill Lynch 1982 - 1984
Skills
Strategy, Internal Controls, Equities, Compliance Procedures, Compliance Oversight, Trading, Enterprise Risk..., Financial Services, Hedge Funds, Team Building, Investments, Derivatives, Investment Banking, Banking, Structured Products, Sarbanes-Oxley Act, Capital Markets, Staff Development, Fixed Income, Portfolio Management, Asset Management, Commodity, Equity Derivatives, Securities, Investment Advisory, Mutual Funds, Compliance..., Finance, Options
Education
Baruch College, City University of New York (CUNY)
Accounting
Rabobank International / Rabo Securities USA, Inc. June 2010 - Present
Dresdner Kleinwort July 2003 - March 2010
Dresdner Kleinwort Securities LLC July 2003 - March 2010
EGS Partners October 1998 - May 2002
Asiel and Company 1997 - 1998
Tradex Brokerage Service, Inc. 1984 - 1996
Merrill Lynch 1982 - 1984
Skills
Strategy, Internal Controls, Equities, Compliance Procedures, Compliance Oversight, Trading, Enterprise Risk..., Financial Services, Hedge Funds, Team Building, Investments, Derivatives, Investment Banking, Banking, Structured Products, Sarbanes-Oxley Act, Capital Markets, Staff Development, Fixed Income, Portfolio Management, Asset Management, Commodity, Equity Derivatives, Securities, Investment Advisory, Mutual Funds, Compliance..., Finance, Options
Education
Baruch College, City University of New York (CUNY)
Accounting
David Warm's Merrill Lynch Experience September 2005 - November 2008
Job High Performance Computing Cloud Business Line Executive, Software Defined Infrastructure at IBM
Industry Information Technology and Services
Experience
IBM July 2015 - Present
IBM April 2012 - Present
Platform Computing September 2010 - June 2012
Platform Computing December 2008 - September 2010
Merrill Lynch September 2005 - November 2008
Egenera 2004 - 2005
Searchspace (now NICE Actimize) 2003 - 2004
Cendant 2003 - 2003
Goldman Sachs 1990 - 2003
Skills
Cloud Computing, Solution Architecture, SOA, Software Development, High Performance..., Business Development, Professional Services, Financial Services, SaaS, Enterprise Software, Middleware, Enterprise Architecture, Technology Management, Grid Computing, IT Strategy, Integration, Distributed Systems, Pre-sales, Management, Go-to-market Strategy, System Architecture, SDLC, Security, Unix, Vendor Management, High Availability, Information Technology, Software Project..., Service Delivery, Data Center, Virtualization, Technical Leadership, Architecture, Big Data, Disaster Recovery, Infrastructure, IT Management, Business Intelligence, Storage, Linux, Agile Methodologies, IT Service Management, Scalability, Product Management, PaaS, Project Portfolio..., Agile Project Management, Cluster, IT Operations, Solaris
Education
New York University 2007 — 2009
MS
Baruch College, City University of New York (CUNY) 1979 — 1984
BBA
IBM July 2015 - Present
IBM April 2012 - Present
Platform Computing September 2010 - June 2012
Platform Computing December 2008 - September 2010
Merrill Lynch September 2005 - November 2008
Egenera 2004 - 2005
Searchspace (now NICE Actimize) 2003 - 2004
Cendant 2003 - 2003
Goldman Sachs 1990 - 2003
Skills
Cloud Computing, Solution Architecture, SOA, Software Development, High Performance..., Business Development, Professional Services, Financial Services, SaaS, Enterprise Software, Middleware, Enterprise Architecture, Technology Management, Grid Computing, IT Strategy, Integration, Distributed Systems, Pre-sales, Management, Go-to-market Strategy, System Architecture, SDLC, Security, Unix, Vendor Management, High Availability, Information Technology, Software Project..., Service Delivery, Data Center, Virtualization, Technical Leadership, Architecture, Big Data, Disaster Recovery, Infrastructure, IT Management, Business Intelligence, Storage, Linux, Agile Methodologies, IT Service Management, Scalability, Product Management, PaaS, Project Portfolio..., Agile Project Management, Cluster, IT Operations, Solaris
Education
New York University 2007 — 2009
MS
Baruch College, City University of New York (CUNY) 1979 — 1984
BBA
Salvatore R. Rios's Merrill Lynch Experience August 1990 - January 2009
Job SVP Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities May 2015 - Present
Guggenheim Partners March 2014 - April 2015
ED&F MAN May 2011 - January 2014
Societe Generale June 2010 - May 2011
MF Global January 2009 - June 2010
Merrill Lynch August 1990 - January 2009
Skills
Securities, Capital Markets, Investments, Trading, FX Options, Equities, Financial Markets, Fixed Income, Electronic Trading, Hedge Funds, Swaps, Investment Banking, Derivatives, Alternative Investments, Portfolio Management, Equity Derivatives, Commodity, Interest Rate..., Proprietary Trading, Hedging, Risk Management, Rates, Emerging Markets, Middle Office, Equity Trading, Valuation, Strategy, Market Risk, Currency, Bloomberg, Asset Allocation, Banking, Financial Risk, Structured Finance, MBS, FINRA, ETFs, High Yield, Credit Risk, Bonds, Series 24, Wealth Management, Series 7
Education
City University of New York-Baruch College 1983 — 1987
Business, Banking and Finance
Kingsborough Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Wedbush Securities May 2015 - Present
Guggenheim Partners March 2014 - April 2015
ED&F MAN May 2011 - January 2014
Societe Generale June 2010 - May 2011
MF Global January 2009 - June 2010
Merrill Lynch August 1990 - January 2009
Skills
Securities, Capital Markets, Investments, Trading, FX Options, Equities, Financial Markets, Fixed Income, Electronic Trading, Hedge Funds, Swaps, Investment Banking, Derivatives, Alternative Investments, Portfolio Management, Equity Derivatives, Commodity, Interest Rate..., Proprietary Trading, Hedging, Risk Management, Rates, Emerging Markets, Middle Office, Equity Trading, Valuation, Strategy, Market Risk, Currency, Bloomberg, Asset Allocation, Banking, Financial Risk, Structured Finance, MBS, FINRA, ETFs, High Yield, Credit Risk, Bonds, Series 24, Wealth Management, Series 7
Education
City University of New York-Baruch College 1983 — 1987
Business, Banking and Finance
Kingsborough Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Bel Gunduz's Merrill Lynch Experience February 1995 - February 2001
Job idea breeder
Industry Marketing and Advertising
Experience
Casanova Pendrill December 2013 - Present
Factory 360 November 2010 - November 2013
GlobalHue September 2008 - November 2010
Winglatino, Grey Global Group September 2004 - February 2008
UniWorld Group June 2002 - September 2004
Merrill Lynch February 1995 - February 2001
Skills
Advertising, Marketing, Direct Mail, Budgets, New Business Development, Spanish, Retail, Project Management, Research, Strategy, Broadcast, Microsoft Office, Customer Service, POS, English, Consulting, Brochures, Merchandising, Database Administration, Finance, Management, Account Management, Relationship Marketing, Business Development
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BBA, Advertising and Marketing Communications
Casanova Pendrill December 2013 - Present
Factory 360 November 2010 - November 2013
GlobalHue September 2008 - November 2010
Winglatino, Grey Global Group September 2004 - February 2008
UniWorld Group June 2002 - September 2004
Merrill Lynch February 1995 - February 2001
Skills
Advertising, Marketing, Direct Mail, Budgets, New Business Development, Spanish, Retail, Project Management, Research, Strategy, Broadcast, Microsoft Office, Customer Service, POS, English, Consulting, Brochures, Merchandising, Database Administration, Finance, Management, Account Management, Relationship Marketing, Business Development
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BBA, Advertising and Marketing Communications
Brian Sheehy Brian Sheehy's Merrill Lynch Experience May 2008 - August 2008
Job Associate at Lazard
Industry Financial Services
Experience
Lazard Asset Management June 2013 - Present
The Hartford June 2012 - August 2012
Rosicki Rosicki and Associates December 2009 - August 2011
James Alcorn School January 2009 - June 2009
Merrill Lynch May 2008 - August 2008
Sky Business Centres May 2007 - August 2007
Skills
Financial Markets, Asset Allocation, Microsoft Excel, Marketing Strategy, Legal Research, Management, Leadership, Series 7
Education
Baruch College 2011 — 2013
MBA, Finance and Investments
Villanova University 2005 — 2009
Bachelor of Arts, History
Lazard Asset Management June 2013 - Present
The Hartford June 2012 - August 2012
Rosicki Rosicki and Associates December 2009 - August 2011
James Alcorn School January 2009 - June 2009
Merrill Lynch May 2008 - August 2008
Sky Business Centres May 2007 - August 2007
Skills
Financial Markets, Asset Allocation, Microsoft Excel, Marketing Strategy, Legal Research, Management, Leadership, Series 7
Education
Baruch College 2011 — 2013
MBA, Finance and Investments
Villanova University 2005 — 2009
Bachelor of Arts, History
Frederick Lee Frederick Lee's Merrill Lynch Experience May 2007 - May 2010
Job Assistant Vice President; Mortgage Trade Support Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America May 2010 - April 2013
Merrill Lynch May 2007 - May 2010
Props for Today January 2000 - May 2007
Skills
Analytical Approach, Time Management, Deadline Driven, Reconciliation, Creative Problem Solving, Process Optimization, Process Efficiencies, Cross-functional Team..., Goal Oriented, Metrics Reporting, Reporting & Analysis, Performance Management, Training & Development, Staff Development, Account Reconciliation, Risk Management, Equities, Bloomberg, Credit, Analytical Skills
Education
Baruch College 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Borough of Manhattan Community College 1999 — 2000
Associate of Arts and Sciences (A.A.S.)
Bank of America May 2013 - Present
Bank of America May 2010 - April 2013
Merrill Lynch May 2007 - May 2010
Props for Today January 2000 - May 2007
Skills
Analytical Approach, Time Management, Deadline Driven, Reconciliation, Creative Problem Solving, Process Optimization, Process Efficiencies, Cross-functional Team..., Goal Oriented, Metrics Reporting, Reporting & Analysis, Performance Management, Training & Development, Staff Development, Account Reconciliation, Risk Management, Equities, Bloomberg, Credit, Analytical Skills
Education
Baruch College 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Borough of Manhattan Community College 1999 — 2000
Associate of Arts and Sciences (A.A.S.)
Andrea G's Merrill Lynch Experience March 2008 - November 2009
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays December 2009 - Present
Merrill Lynch March 2008 - November 2009
Tiffany & Company September 2007 - February 2008
Pfizer February 2001 - April 2007
Philips Lighting April 1997 - February 2001
Skills
Finance, Financial Modeling, Corporate Finance, Corporate Tax, Financial Analysis, Microsoft Excel, Valuation, Multi-state tax returns, Financial Statement..., Multi-State Sales Tax, Federal & State Income..., Fixed Income, Investment Banking, Capital Markets, Equities
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Finance
LIU Brooklyn
Masters of Science, Taxation
Barclays December 2009 - Present
Merrill Lynch March 2008 - November 2009
Tiffany & Company September 2007 - February 2008
Pfizer February 2001 - April 2007
Philips Lighting April 1997 - February 2001
Skills
Finance, Financial Modeling, Corporate Finance, Corporate Tax, Financial Analysis, Microsoft Excel, Valuation, Multi-state tax returns, Financial Statement..., Multi-State Sales Tax, Federal & State Income..., Fixed Income, Investment Banking, Capital Markets, Equities
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Finance
LIU Brooklyn
Masters of Science, Taxation
alfredo garcia jr alfredo garcia jr's Merrill Lynch Experience
Job First Vice President Senior International Financial Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Baruch College
Merrill Lynch
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Baruch College
Sol Rose Sol Rose's Merrill Lynch Experience April 2004 - July 2006
Job Vice President Commercial Real Estate Underwriter at Banco Santander
Industry Real Estate
Experience
Santander Real Estate Capital May 2010 - Present
Various 2008 - 2010
CIBC World Markets August 2006 - March 2008
Merrill Lynch April 2004 - July 2006
Deutsche Bank April 2001 - March 2004
GE Capital April 2000 - January 2001
KPMG March 1995 - March 2000
Skills
Corporate Real Estate, Due Diligence, Leases, Financial Modeling, Appraisal, Valuation, Financial Analysis, Tenant, DCF, Real Estate Investment, Appraisals, Process Improvement, Real Estate Transactions, Real Estate Negotiation, Debt, Underwriting, CMBS, Project Management, Business Process..., Commercial Real Estate, Real Estate, Investment Properties, Commercial Lending, Mortgage Lending, Portfolio Management, Loans, Structured Finance, Finance, Credit, Loan Origination, Risk Management, Securitization, Real Estate Economics, Commercial Mortgages, Credit Risk, Disposition, Financial Structuring
Education
Appraisal Institute 1991 — 1996
Former CT State Certified General Apprasier (commercial)
City University of New York-Baruch College 1988 — 1990
BBA, Economics
Santander Real Estate Capital May 2010 - Present
Various 2008 - 2010
CIBC World Markets August 2006 - March 2008
Merrill Lynch April 2004 - July 2006
Deutsche Bank April 2001 - March 2004
GE Capital April 2000 - January 2001
KPMG March 1995 - March 2000
Skills
Corporate Real Estate, Due Diligence, Leases, Financial Modeling, Appraisal, Valuation, Financial Analysis, Tenant, DCF, Real Estate Investment, Appraisals, Process Improvement, Real Estate Transactions, Real Estate Negotiation, Debt, Underwriting, CMBS, Project Management, Business Process..., Commercial Real Estate, Real Estate, Investment Properties, Commercial Lending, Mortgage Lending, Portfolio Management, Loans, Structured Finance, Finance, Credit, Loan Origination, Risk Management, Securitization, Real Estate Economics, Commercial Mortgages, Credit Risk, Disposition, Financial Structuring
Education
Appraisal Institute 1991 — 1996
Former CT State Certified General Apprasier (commercial)
City University of New York-Baruch College 1988 — 1990
BBA, Economics
Sharon Singh Sharon Singh's Merrill Lynch Experience 2004 - 2005
Job Senior Salesforce.com Business Analyst at Broadridge
Industry Computer Software
Experience
Broadridge Financial Solutions Inc. June 2009 - Present
Fujitsu Consulting November 2005 - July 2009
Merrill Lynch 2004 - 2005
Merrill Lynch June 2003 - August 2003
Skills
Eloqua, Business Analysis, Data Analysis, Quality Assurance, Salesforce.com, Requirements Gathering, SDLC, SaaS, Force.com, Cloud Computing, SFDC, CRM, Requirements Analysis, Business Process, Enterprise Software, SQL, Product Management, Analytics, Sales Operations, Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
Polytechnic Institute of New York University 2000 — 2004
Bachelor of Science, Computer Science
Broadridge Financial Solutions Inc. June 2009 - Present
Fujitsu Consulting November 2005 - July 2009
Merrill Lynch 2004 - 2005
Merrill Lynch June 2003 - August 2003
Skills
Eloqua, Business Analysis, Data Analysis, Quality Assurance, Salesforce.com, Requirements Gathering, SDLC, SaaS, Force.com, Cloud Computing, SFDC, CRM, Requirements Analysis, Business Process, Enterprise Software, SQL, Product Management, Analytics, Sales Operations, Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
Polytechnic Institute of New York University 2000 — 2004
Bachelor of Science, Computer Science
Wilson Hom's Merrill Lynch Experience November 2007 - December 2008
Job Tax Accountant at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2013 - Present
SecondMarket August 2012 - May 2013
BNY Mellon November 2009 - August 2012
Wells Fargo Advisors July 2009 - October 2009
PricewaterhouseCoopers January 2009 - March 2009
Merrill Lynch November 2007 - December 2008
Baruch VITA February 2008 - April 2008
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2015
Master of Science (M.S.), Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelors of Business Adminstration, Accountancy
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2013 - Present
SecondMarket August 2012 - May 2013
BNY Mellon November 2009 - August 2012
Wells Fargo Advisors July 2009 - October 2009
PricewaterhouseCoopers January 2009 - March 2009
Merrill Lynch November 2007 - December 2008
Baruch VITA February 2008 - April 2008
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2015
Master of Science (M.S.), Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelors of Business Adminstration, Accountancy
Sheng (Sean) Tzou Sheng (Sean) Tzou's Merrill Lynch Experience August 2000 - May 2008
Job Director Quantitative Risk Analytics and Economic Capital
Industry Commercial Real Estate
Experience
GE Capital Real Estate September 2010 - Present
GE Commercial Finance May 2008 - September 2010
Merrill Lynch August 2000 - May 2008
Broadcast Traffic & Residuals August 1999 - April 2000
MTV Networks July 1999 - August 1999
JPMorgan Chase August 1998 - August 1999
Citibank October 1997 - July 1998
Skills
Risk Management, Risk Analytics, Business Strategy, Management, Financial Analysis, Strategy, Project Management, Portfolio Management, Business Analysis, Financial Modeling, Vendor Management, Finance, SQL, VBA, Program Management, Technology Architecture, Six Sigma, Analytics, IT Strategy, SDLC, Due Diligence, Cross-functional Team..., Leadership, Strategic Partnerships, Process Improvement, Financial Services, Investments, Corporate Finance, Management Consulting, Enterprise Software, Project Portfolio...
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Computer Information Systems / Finance
GE Capital Real Estate September 2010 - Present
GE Commercial Finance May 2008 - September 2010
Merrill Lynch August 2000 - May 2008
Broadcast Traffic & Residuals August 1999 - April 2000
MTV Networks July 1999 - August 1999
JPMorgan Chase August 1998 - August 1999
Citibank October 1997 - July 1998
Skills
Risk Management, Risk Analytics, Business Strategy, Management, Financial Analysis, Strategy, Project Management, Portfolio Management, Business Analysis, Financial Modeling, Vendor Management, Finance, SQL, VBA, Program Management, Technology Architecture, Six Sigma, Analytics, IT Strategy, SDLC, Due Diligence, Cross-functional Team..., Leadership, Strategic Partnerships, Process Improvement, Financial Services, Investments, Corporate Finance, Management Consulting, Enterprise Software, Project Portfolio...
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Computer Information Systems / Finance
Aleksandra Karpova's Merrill Lynch Experience February 2013 - April 2013
Job Licensed Real Estate Salesperson
Industry Financial Services
Experience
Douglas Elliman Real Estate May 2015 - Present
Citi June 2014 - January 2015
Morgan Stanley June 2013 - August 2013
Merrill Lynch February 2013 - April 2013
First Vulcan Inc August 2009 - January 2013
Skills
Accounting, Financial Analysis, Financial Reporting, Real Estate, Accounts Payable, Microsoft Excel, QuickBooks, Customer Service, Accounts Receivable, Auditing, Property Management, Payroll, Financial Modeling, Valuation, Finance, Management, Microsoft Word, PowerPoint, Microsoft Office
Education
Baruch College 2012 — 2014
BBA, Finance
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Douglas Elliman Real Estate May 2015 - Present
Citi June 2014 - January 2015
Morgan Stanley June 2013 - August 2013
Merrill Lynch February 2013 - April 2013
First Vulcan Inc August 2009 - January 2013
Skills
Accounting, Financial Analysis, Financial Reporting, Real Estate, Accounts Payable, Microsoft Excel, QuickBooks, Customer Service, Accounts Receivable, Auditing, Property Management, Payroll, Financial Modeling, Valuation, Finance, Management, Microsoft Word, PowerPoint, Microsoft Office
Education
Baruch College 2012 — 2014
BBA, Finance
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Barbara Ignatiadis Barbara Ignatiadis's Merrill Lynch Experience 1988 - 1989
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
TIAA-CREF 1997 - 2004
Munich Reinsurance America, Inc. (MARC) 1989 - 1997
Merrill Lynch 1988 - 1989
Swiss Reinsurance 1985 - 1988
Skills
Business Analysis, SDLC, IT Strategy, IT Management, Vendor Management, PMP, Disaster Recovery, Visio, Requirements Analysis, Software Project..., CRM, Management, Program Management, Process Improvement, Project Management, Siebel 7.x, Change Management, Risk Management
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Information Systems, + Finance
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Information Systems
TIAA-CREF 1997 - 2004
Munich Reinsurance America, Inc. (MARC) 1989 - 1997
Merrill Lynch 1988 - 1989
Swiss Reinsurance 1985 - 1988
Skills
Business Analysis, SDLC, IT Strategy, IT Management, Vendor Management, PMP, Disaster Recovery, Visio, Requirements Analysis, Software Project..., CRM, Management, Program Management, Process Improvement, Project Management, Siebel 7.x, Change Management, Risk Management
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Information Systems, + Finance
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Information Systems
Eric W. Olson's Merrill Lynch Experience May 1985 - August 1989
Job Partner (Tax Attorney) at Akerman LLP
Industry Law Practice
Experience
Akerman LLP November 2006 - Present
Brauner Baron Rosenzweig & Klein, LLP November 2000 - November 2006
Lampf Lipkind Prupis & Petigrow, PC April 1997 - November 2000
Goldberg Mufson & Spar, PC April 1994 - April 1997
New Jersey Tax Court September 1992 - August 1993
Merrill Lynch May 1985 - August 1989
Port Authority of NY & NJ March 1982 - May 1985
Skills
Tax, Real Estate Tax Appeals, Corporate Tax, Property Tax, Income Tax, Sales Tax, Business Transactions, Document Drafting, Tax Audit Representation, Business Formation, Mergers & Acquisitions, Cross-border..., Bankruptcy
Education
New York University School of Law 1992 — 1995
LL.M., Taxation
Rutgers University School of Law - Newark 1989 — 1992
J.D., Law
Baruch College, City University of New York (CUNY) 1983 — 1987
M.B.A., Computer Systems
State University of New York at Albany 1978 — 1981
B.A., History, Cum Laude
Half Hollow Hills High School 1974 — 1977
Akerman LLP November 2006 - Present
Brauner Baron Rosenzweig & Klein, LLP November 2000 - November 2006
Lampf Lipkind Prupis & Petigrow, PC April 1997 - November 2000
Goldberg Mufson & Spar, PC April 1994 - April 1997
New Jersey Tax Court September 1992 - August 1993
Merrill Lynch May 1985 - August 1989
Port Authority of NY & NJ March 1982 - May 1985
Skills
Tax, Real Estate Tax Appeals, Corporate Tax, Property Tax, Income Tax, Sales Tax, Business Transactions, Document Drafting, Tax Audit Representation, Business Formation, Mergers & Acquisitions, Cross-border..., Bankruptcy
Education
New York University School of Law 1992 — 1995
LL.M., Taxation
Rutgers University School of Law - Newark 1989 — 1992
J.D., Law
Baruch College, City University of New York (CUNY) 1983 — 1987
M.B.A., Computer Systems
State University of New York at Albany 1978 — 1981
B.A., History, Cum Laude
Half Hollow Hills High School 1974 — 1977
Celia Tennenbaum's Merrill Lynch Experience April 2004 - March 2009
Job SENIOR MARKETING EXECUTIVE: Integrated Marketing, Brand Transformation, CRM, and Digital
Industry Marketing and Advertising
Experience
Dun & Bradstreet March 2015 - Present
Accenture March 2009 - December 2014
Merrill Lynch April 2004 - March 2009
OgilvyOne Worldwide January 2002 - March 2004
The Sawtooth Group 2001 - 2002
Pickholz Tweedy & Company 1999 - 2001
National Audubon Society 1988 - 1999
Skills
Integrated Marketing, CRM, Marketing Strategy, Social Media Marketing, Direct Marketing, Analytics, Marketing Management, Strategic Partnerships, Strategic Planning, Business Planning, Cross-functional Team..., Internal Communications, Business Development, Marketing, Advertising, Segmentation, Digital Marketing, Database Marketing, New Business Development, Leadership, Marketing Communications, Management, Product Development, Multi-channel Marketing, Program Management, Customer Insight, Relationship Marketing, Media, P&L Management, Consumer Marketing
Education
NASD Registrations 2007 — 2008
Series 66, 7 and 24, NASD Registrations
Baruch College, City University of New York (CUNY)
BBA, Marketing Management
Dun & Bradstreet March 2015 - Present
Accenture March 2009 - December 2014
Merrill Lynch April 2004 - March 2009
OgilvyOne Worldwide January 2002 - March 2004
The Sawtooth Group 2001 - 2002
Pickholz Tweedy & Company 1999 - 2001
National Audubon Society 1988 - 1999
Skills
Integrated Marketing, CRM, Marketing Strategy, Social Media Marketing, Direct Marketing, Analytics, Marketing Management, Strategic Partnerships, Strategic Planning, Business Planning, Cross-functional Team..., Internal Communications, Business Development, Marketing, Advertising, Segmentation, Digital Marketing, Database Marketing, New Business Development, Leadership, Marketing Communications, Management, Product Development, Multi-channel Marketing, Program Management, Customer Insight, Relationship Marketing, Media, P&L Management, Consumer Marketing
Education
NASD Registrations 2007 — 2008
Series 66, 7 and 24, NASD Registrations
Baruch College, City University of New York (CUNY)
BBA, Marketing Management
Alex Kremenchutsky Alex Kremenchutsky's Merrill Lynch Experience 2000 - 2001
Job Advanced Support
Industry Financial Services
Experience
Kyriba July 2014 - Present
Bank of New York Mellon August 2007 - July 2014
Citigroup October 2005 - July 2007
Merrill Lynch 2000 - 2001
Skills
Equities, Bloomberg, Trading, Hedge Funds, Investments, Risk Management, Mutual Funds, Foreign Exchange Risk..., Data Analysis, Options, SaaS, FX Options, Finance, Bonds, Agile Application..., ERP Implementations, Fixed Income, Financial Services, Portfolio Management, Business Analysis, Banking, VBA, Financial Modeling, Alternative Investments, Analysis, Foreign Exchange, SWIFT messaging, JIRA, Manage Client..., Credit Risk, Operational Risk..., Financial Accounting, Account Reconciliation, P&L reconciliation, Nostro Reconciliation, Liquidity Solutions, People Skills, Friendly Personality, Remaining calm in a..., Regulatory Requirements, Mantas, Quality Assurance, Treasury Management, Exchange Connectivity, Management, Financial Risk, Strategy, Capital Markets, Derivatives, Asset Management
Education
Long Island University, Brooklyn Campus 2012 — 2014
M.S. in Accounting, Accounting and Finance, A
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
Kyriba July 2014 - Present
Bank of New York Mellon August 2007 - July 2014
Citigroup October 2005 - July 2007
Merrill Lynch 2000 - 2001
Skills
Equities, Bloomberg, Trading, Hedge Funds, Investments, Risk Management, Mutual Funds, Foreign Exchange Risk..., Data Analysis, Options, SaaS, FX Options, Finance, Bonds, Agile Application..., ERP Implementations, Fixed Income, Financial Services, Portfolio Management, Business Analysis, Banking, VBA, Financial Modeling, Alternative Investments, Analysis, Foreign Exchange, SWIFT messaging, JIRA, Manage Client..., Credit Risk, Operational Risk..., Financial Accounting, Account Reconciliation, P&L reconciliation, Nostro Reconciliation, Liquidity Solutions, People Skills, Friendly Personality, Remaining calm in a..., Regulatory Requirements, Mantas, Quality Assurance, Treasury Management, Exchange Connectivity, Management, Financial Risk, Strategy, Capital Markets, Derivatives, Asset Management
Education
Long Island University, Brooklyn Campus 2012 — 2014
M.S. in Accounting, Accounting and Finance, A
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
Stacey Romanello's Merrill Lynch Experience January 2000 - May 2006
Job Director of Risk Information Strategy and Integration at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Union Bank of California / Bank of Tokyo-Mitsubishi UFJ February 2014 - Present
JPMorgan Chase March 2013 - February 2014
RBC Capital Markets September 2011 - March 2013
Citigroup May 2006 - September 2011
Merrill Lynch January 2000 - May 2006
Lehman Brothers April 1995 - January 2000
Metallgesellschaft 1992 - 1995
KPMG Peat Marwick 1990 - 1992
Skills
Fixed Income, Banking, Equities, Financial Risk, Business Process..., FX Options, Internal Controls, Market, COSO Framework, Auditing, Leadership, Portfolio Management, Capital Markets, Asset Managment, Risk Management, Program Management, Finance, Re-engineering, SOX Compliancy, Credit Risk, Business Process, Analysis, Valuation, Sarbanes-Oxley Act, Derivatives, Operational Risk..., Operational Risk, Financial Services, Strategy, Hedge Funds, Financial Analysis, Trading, Investment Banking, Trading Systems, Enterprise Risk..., Financial Modeling, Management, Bloomberg, Business Analysis, Securities
Education
Columbia University in the City of New York 1982 — 1986
BA, Economics
Baruch College 1986 — 1992
MBA, Accounting
Schreiber High School 1979 — 1982
High School
Guggenheim 1974 — 1977
Elementary School
Union Bank of California / Bank of Tokyo-Mitsubishi UFJ February 2014 - Present
JPMorgan Chase March 2013 - February 2014
RBC Capital Markets September 2011 - March 2013
Citigroup May 2006 - September 2011
Merrill Lynch January 2000 - May 2006
Lehman Brothers April 1995 - January 2000
Metallgesellschaft 1992 - 1995
KPMG Peat Marwick 1990 - 1992
Skills
Fixed Income, Banking, Equities, Financial Risk, Business Process..., FX Options, Internal Controls, Market, COSO Framework, Auditing, Leadership, Portfolio Management, Capital Markets, Asset Managment, Risk Management, Program Management, Finance, Re-engineering, SOX Compliancy, Credit Risk, Business Process, Analysis, Valuation, Sarbanes-Oxley Act, Derivatives, Operational Risk..., Operational Risk, Financial Services, Strategy, Hedge Funds, Financial Analysis, Trading, Investment Banking, Trading Systems, Enterprise Risk..., Financial Modeling, Management, Bloomberg, Business Analysis, Securities
Education
Columbia University in the City of New York 1982 — 1986
BA, Economics
Baruch College 1986 — 1992
MBA, Accounting
Schreiber High School 1979 — 1982
High School
Guggenheim 1974 — 1977
Elementary School
Elizabeth Gassimi Elizabeth Gassimi's Merrill Lynch Experience March 1997 - February 2002
Job Adult EFL Teacher at International House Merida
Industry Information Technology and Services
Experience
International House Merida August 2012 - Present
International House Mexico January 2012 - August 2012
Interactive Data October 2008 - October 2010
Interactive Data April 2007 - October 2008
Morgan Stanley September 2005 - April 2007
Interactive Data February 2002 - August 2005
Merrill Lynch March 1997 - February 2002
UpTick Inc. January 1996 - March 1997
Consolidated Edison Company of New York October 1986 - January 1996
Consolidated Edison Company of New York November 1979 - October 1986
Skills
Bonds, Requirements Gathering, Requirements Analysis, Bloomberg, Agile Methodologies, Program Management, Product Management, Business Process..., Business Requirements, Reference Data, Business Process, Analysis, Quality Assurance, Business Intelligence, CRM, Risk Management, Agile Project Management, Data Analysis, Enterprise Architecture, Testing, Software Project...
Education
City University of New York-Baruch College 1995 — 2002
Bachelor of Arts, Journalism
International House Merida August 2012 - Present
International House Mexico January 2012 - August 2012
Interactive Data October 2008 - October 2010
Interactive Data April 2007 - October 2008
Morgan Stanley September 2005 - April 2007
Interactive Data February 2002 - August 2005
Merrill Lynch March 1997 - February 2002
UpTick Inc. January 1996 - March 1997
Consolidated Edison Company of New York October 1986 - January 1996
Consolidated Edison Company of New York November 1979 - October 1986
Skills
Bonds, Requirements Gathering, Requirements Analysis, Bloomberg, Agile Methodologies, Program Management, Product Management, Business Process..., Business Requirements, Reference Data, Business Process, Analysis, Quality Assurance, Business Intelligence, CRM, Risk Management, Agile Project Management, Data Analysis, Enterprise Architecture, Testing, Software Project...
Education
City University of New York-Baruch College 1995 — 2002
Bachelor of Arts, Journalism
Cory Berwanger Cory Berwanger's Merrill Lynch Experience June 2006 - April 2008
Job VP Credit Risk Business Management at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland February 2013 - Present
Royal Bank of Scotland February 2010 - January 2013
Royal Bank of Scotland April 2008 - February 2010
Merrill Lynch June 2006 - April 2008
Merrill Lynch July 2001 - May 2006
Deutsche Bank 1999 - 2001
Prudential Securities 1989 - 1998
Skills
Fixed Income, Portfolio Management, Financial Risk, Capital Markets, Credit Risk, Equities, Investment Banking, Trading, Banking, Credit, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Rutgers, The State University of New Jersey-Newark
BA, Economics
Royal Bank of Scotland February 2013 - Present
Royal Bank of Scotland February 2010 - January 2013
Royal Bank of Scotland April 2008 - February 2010
Merrill Lynch June 2006 - April 2008
Merrill Lynch July 2001 - May 2006
Deutsche Bank 1999 - 2001
Prudential Securities 1989 - 1998
Skills
Fixed Income, Portfolio Management, Financial Risk, Capital Markets, Credit Risk, Equities, Investment Banking, Trading, Banking, Credit, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Rutgers, The State University of New Jersey-Newark
BA, Economics
Al Verbenko Al Verbenko's Merrill Lynch Experience July 2004 - June 2007
Job Technical Support Engineer II at iCIMS
Industry Information Technology and Services
Experience
iCIMS November 2014 - Present
Princeton Computer Support August 2013 - May 2014
COMTECH INGENUITY INC./CORVUS PRIME LLC. March 2007 - May 2014
Merrill Lynch July 2004 - June 2007
CGS (Computer Generated Solutions) December 2001 - July 2004
Skills
Troubleshooting, Networking, Technical Support, OS X, Windows, Operating Systems, Customer Service, HTML, Microsoft Office, Microsoft Excel, Security, Mac, Visio, Outlook, WordPress, Access, Photoshop, Social Media, PowerPoint, Adobe Creative Suite, Blogging, Microsoft Exchange, Software Documentation, Windows Server, Blackberry Enterprise..., Mac OS X, Digital Photography, Video Production, Ninja Skills, Network Infrastructure, Public Address..., On-air Announcing, Public Speaking, AutoCAD Architecture, Android, iPhone Support, Sound Editing, Radio Broadcasting, Broadcast Television, Acting, Modeling, Martial Arts, End User Training, Employee Training, Cabling, Help Desk Support
Education
City University of New York-Baruch College
Communications
Kingsborough Community College
Communications
iCIMS November 2014 - Present
Princeton Computer Support August 2013 - May 2014
COMTECH INGENUITY INC./CORVUS PRIME LLC. March 2007 - May 2014
Merrill Lynch July 2004 - June 2007
CGS (Computer Generated Solutions) December 2001 - July 2004
Skills
Troubleshooting, Networking, Technical Support, OS X, Windows, Operating Systems, Customer Service, HTML, Microsoft Office, Microsoft Excel, Security, Mac, Visio, Outlook, WordPress, Access, Photoshop, Social Media, PowerPoint, Adobe Creative Suite, Blogging, Microsoft Exchange, Software Documentation, Windows Server, Blackberry Enterprise..., Mac OS X, Digital Photography, Video Production, Ninja Skills, Network Infrastructure, Public Address..., On-air Announcing, Public Speaking, AutoCAD Architecture, Android, iPhone Support, Sound Editing, Radio Broadcasting, Broadcast Television, Acting, Modeling, Martial Arts, End User Training, Employee Training, Cabling, Help Desk Support
Education
City University of New York-Baruch College
Communications
Kingsborough Community College
Communications
Frendy Tejada Frendy Tejada's Merrill Lynch Experience October 2011 - December 2011
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
ALPFA Baruch Student Chapter April 2013 - June 2014
Morgan Stanley June 2013 - August 2013
The Fresh Air Fund May 2012 - May 2013
Merrill Lynch October 2011 - December 2011
The Club of Riverdale June 2008 - July 2011
Skills
Microsoft Excel, Leadership, Economics, Finance
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Economics
Morgan Stanley June 2014 - Present
ALPFA Baruch Student Chapter April 2013 - June 2014
Morgan Stanley June 2013 - August 2013
The Fresh Air Fund May 2012 - May 2013
Merrill Lynch October 2011 - December 2011
The Club of Riverdale June 2008 - July 2011
Skills
Microsoft Excel, Leadership, Economics, Finance
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Economics
Ted Lim Ted Lim's Merrill Lynch Experience 2007 - 2008
Job Senior Financial Analyst at Re:Sources
Industry Financial Services
Experience
Re:Sources May 2015 - Present
Chanel May 2011 - April 2015
Unilever July 2009 - May 2011
Alternative Asset Investment Management December 2008 - March 2009
Ogilvy 2008 - 2009
Baruch College 2006 - 2009
Applebee's May 2006 - July 2008
Merrill Lynch 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Bloomberg, PowerPoint, Accounting, Financial Reporting, Access, Bloomberg Terminal, Microsoft Office, Microsoft Word, Mandarin, Valuation, Equities, Research, Economics, Fixed Income, Investments, Finance, Public Speaking
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, Computer Information Systems
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance and Investments
Macaulay Honors College at The City University of New York 2005 — 2009
Bachelor's Degree, Finance and Investments
State University of New York College at Brockport 2008 — 2008
Study Abroad - Gerace Research Centre, Marine Biology, Geology, and Hydrology
Benjamn N. Cardozo High School 2001 — 2005
Diploma, General Studies
Re:Sources May 2015 - Present
Chanel May 2011 - April 2015
Unilever July 2009 - May 2011
Alternative Asset Investment Management December 2008 - March 2009
Ogilvy 2008 - 2009
Baruch College 2006 - 2009
Applebee's May 2006 - July 2008
Merrill Lynch 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Bloomberg, PowerPoint, Accounting, Financial Reporting, Access, Bloomberg Terminal, Microsoft Office, Microsoft Word, Mandarin, Valuation, Equities, Research, Economics, Fixed Income, Investments, Finance, Public Speaking
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, Computer Information Systems
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance and Investments
Macaulay Honors College at The City University of New York 2005 — 2009
Bachelor's Degree, Finance and Investments
State University of New York College at Brockport 2008 — 2008
Study Abroad - Gerace Research Centre, Marine Biology, Geology, and Hydrology
Benjamn N. Cardozo High School 2001 — 2005
Diploma, General Studies
Ye Xia Ye Xia's Merrill Lynch Experience January 2010 - May 2010
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild August 2014 - Present
Wells Fargo Securities June 2013 - August 2014
BMO Capital Markets June 2011 - August 2011
Newbury Capital Partners May 2010 - March 2011
Merrill Lynch January 2010 - May 2010
Argo Partners October 2009 - December 2009
Skills
Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Finance, Venture Capital, Corporate Development, IPO, High Yield, Financial Structuring, Bonds
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Management Studies, MMS, 3.5
City University of New York-Baruch College 2009 — 2012
BBA, Finance, 3.9
Shanghai Jiao Tong University 2012 — 2012
Chinese Studies
Rothschild August 2014 - Present
Wells Fargo Securities June 2013 - August 2014
BMO Capital Markets June 2011 - August 2011
Newbury Capital Partners May 2010 - March 2011
Merrill Lynch January 2010 - May 2010
Argo Partners October 2009 - December 2009
Skills
Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Finance, Venture Capital, Corporate Development, IPO, High Yield, Financial Structuring, Bonds
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Management Studies, MMS, 3.5
City University of New York-Baruch College 2009 — 2012
BBA, Finance, 3.9
Shanghai Jiao Tong University 2012 — 2012
Chinese Studies
Samuel Meyer Samuel Meyer's Merrill Lynch Experience 2003 - 2005
Job Head, Contingent Worker Strategy and Management at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs 2014 - Present
Goldman Sachs 2010 - 2014
AllianceBernstein 2008 - 2009
AllianceBernstein 2005 - 2008
Merrill Lynch 2003 - 2005
Merrill Lynch 2002 - 2003
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Financial Management, Change Management, Revenue, Accounting, Analysis, Program Management, Process Engineering, Asset Management, Banking, Budgets, Business Analysis, Business Process..., Business Strategy, Capital Markets, CRM, Coaching, Corporate Finance, Due Diligence, Equities, Executive Management, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Forecasting, Governance, Human Resources, Investment Banking, Leadership, Investments, Management, Management Consulting, Managerial Finance, Mergers, Project Management, Six Sigma, Strategy, Talent Management, Fixed Income, Valuation, Strategic Financial..., Portfolio Management, Risk Management, Private Equity, Restructuring, Strategic Planning, Hedge Funds, Sarbanes-Oxley Act
Education
City University of New York-Baruch College
BBA, Accounting
Goldman Sachs 2014 - Present
Goldman Sachs 2010 - 2014
AllianceBernstein 2008 - 2009
AllianceBernstein 2005 - 2008
Merrill Lynch 2003 - 2005
Merrill Lynch 2002 - 2003
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Financial Management, Change Management, Revenue, Accounting, Analysis, Program Management, Process Engineering, Asset Management, Banking, Budgets, Business Analysis, Business Process..., Business Strategy, Capital Markets, CRM, Coaching, Corporate Finance, Due Diligence, Equities, Executive Management, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Forecasting, Governance, Human Resources, Investment Banking, Leadership, Investments, Management, Management Consulting, Managerial Finance, Mergers, Project Management, Six Sigma, Strategy, Talent Management, Fixed Income, Valuation, Strategic Financial..., Portfolio Management, Risk Management, Private Equity, Restructuring, Strategic Planning, Hedge Funds, Sarbanes-Oxley Act
Education
City University of New York-Baruch College
BBA, Accounting
Brian Narducci Brian Narducci's Merrill Lynch Experience May 2009 - August 2009
Job Manager, Data Strategy & Insights at American Express
Industry Financial Services
Experience
American Express April 2015 - Present
American Express October 2013 - April 2015
UBS Investment Bank June 2013 - October 2013
Toshiba America, Inc. May 2011 - February 2013
EBNY Financial, LLC September 2010 - February 2011
JPMorgan Chase December 2009 - April 2010
Merrill Lynch May 2009 - August 2009
Skills
Equities, Investments, Portfolio Management, Mutual Funds, Fixed Income, Banking, ETFs, Microsoft Excel, Microsoft Word, Microsoft Office, Series 6, Derivatives, Finance, Financial Analysis, Financial Modeling, Analysis
Education
City University of New York-Baruch College 2010 — 2013
Master, Business Administration; Finance and Investments
Florida Atlantic University 2006 — 2009
Bachelor, Business Administration
Coral Springs High
American Express April 2015 - Present
American Express October 2013 - April 2015
UBS Investment Bank June 2013 - October 2013
Toshiba America, Inc. May 2011 - February 2013
EBNY Financial, LLC September 2010 - February 2011
JPMorgan Chase December 2009 - April 2010
Merrill Lynch May 2009 - August 2009
Skills
Equities, Investments, Portfolio Management, Mutual Funds, Fixed Income, Banking, ETFs, Microsoft Excel, Microsoft Word, Microsoft Office, Series 6, Derivatives, Finance, Financial Analysis, Financial Modeling, Analysis
Education
City University of New York-Baruch College 2010 — 2013
Master, Business Administration; Finance and Investments
Florida Atlantic University 2006 — 2009
Bachelor, Business Administration
Coral Springs High
Debra McCaughey-Wang Debra McCaughey-Wang's Merrill Lynch Experience 2008 - 2009
Job REALTY ASSOCIATESLUXURY DIVISION
Industry Real Estate
Experience
REALTY ASSOCIATES May 2013 - Present
Keyes Real Estate March 2012 - May 2013
Bank of America/Merrill Lynch January 2009 - December 2012
Merrill Lynch 2008 - 2009
Kaplan Fox & Kilsheimer LLP March 1998 - July 2008
Clothes Care Center 1990 - 2000
The Beer Company January 1990 - August 1997
Skills
Problem Solving, Good People Skills, Closure Skills, Six Sigma, Statistics, Black Belt, Business Analysis, Research, Analysis, Risk Management, Data Analysis, Process Improvement, Excel, Strategic Planning, Compliance, Microsoft Office, Change Management, Operations Management, Process Engineering, PowerPoint, Budgeting, Word, Due Diligence, Visio, Corporate Finance, Negotiation, Leadership, Management, Finance, Outlook, Microsoft Excel, Residential Homes, Real Estate, Mortgage Lending, Financial Analysis, Microsoft Word, Budgets, Investments, Selling, Sellers, Condos, Property, Sales, Market Research, Project Management, Contract Negotiation, Luxury, Banking, Real Estate Financing, Investment Properties
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance & Investments, 3.7 GPA
Fordham University/American Paralegal Institute
Paralegal, Legal Research
REALTY ASSOCIATES May 2013 - Present
Keyes Real Estate March 2012 - May 2013
Bank of America/Merrill Lynch January 2009 - December 2012
Merrill Lynch 2008 - 2009
Kaplan Fox & Kilsheimer LLP March 1998 - July 2008
Clothes Care Center 1990 - 2000
The Beer Company January 1990 - August 1997
Skills
Problem Solving, Good People Skills, Closure Skills, Six Sigma, Statistics, Black Belt, Business Analysis, Research, Analysis, Risk Management, Data Analysis, Process Improvement, Excel, Strategic Planning, Compliance, Microsoft Office, Change Management, Operations Management, Process Engineering, PowerPoint, Budgeting, Word, Due Diligence, Visio, Corporate Finance, Negotiation, Leadership, Management, Finance, Outlook, Microsoft Excel, Residential Homes, Real Estate, Mortgage Lending, Financial Analysis, Microsoft Word, Budgets, Investments, Selling, Sellers, Condos, Property, Sales, Market Research, Project Management, Contract Negotiation, Luxury, Banking, Real Estate Financing, Investment Properties
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance & Investments, 3.7 GPA
Fordham University/American Paralegal Institute
Paralegal, Legal Research
Aliaksandra Zlotsina Aliaksandra Zlotsina's Merrill Lynch Experience October 2013 - January 2014
Job Associate at Legal & General Investment Management
Industry Financial Services
Experience
Legal & General Investment Management September 2015 - Present
CME Group June 2014 - August 2015
Merrill Lynch October 2013 - January 2014
Swiss Re January 2013 - August 2013
DTCC January 2012 - January 2013
CCG Real Estate Brokerage & Acquisition February 2011 - January 2013
UBS Wealth Management April 2010 - September 2010
Skills
Risk Management, Portfolio Management, Project Portfolio..., Financial Analysis, Asset Managment, Banking, Asset Management, Finance, Bloomberg, Equities, Analysis, Process Improvement, Credit, Investments, Accounting, Management, Project Management, Financial Modeling, Dodd-Frank
Education
Baruch College 2008 — 2012
Bachelor, Finance/Investment
Manhattan College
Legal & General Investment Management September 2015 - Present
CME Group June 2014 - August 2015
Merrill Lynch October 2013 - January 2014
Swiss Re January 2013 - August 2013
DTCC January 2012 - January 2013
CCG Real Estate Brokerage & Acquisition February 2011 - January 2013
UBS Wealth Management April 2010 - September 2010
Skills
Risk Management, Portfolio Management, Project Portfolio..., Financial Analysis, Asset Managment, Banking, Asset Management, Finance, Bloomberg, Equities, Analysis, Process Improvement, Credit, Investments, Accounting, Management, Project Management, Financial Modeling, Dodd-Frank
Education
Baruch College 2008 — 2012
Bachelor, Finance/Investment
Manhattan College
Christopher Li's Merrill Lynch Experience January 1996 - July 1999
Job Product Manager Global Prime Finance at ScotiaBank
Industry Financial Services
Experience
Scotiabank Global Banking and Markets May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers July 2004 - September 2008
CIBC World Markets April 2000 - July 2004
Concordia Advisors July 1998 - April 2000
Merrill Lynch January 1996 - July 1999
Skills
Prime Brokerage, Equities, Options, Securities Lending, Derivatives, Capital Markets, Futures, Collateral Management, Liquidity Management, Balance Sheet, Series 7, Series 63, Structured Finance, Equity Trading, Proprietary Trading, Finance, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Scotiabank Global Banking and Markets May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers July 2004 - September 2008
CIBC World Markets April 2000 - July 2004
Concordia Advisors July 1998 - April 2000
Merrill Lynch January 1996 - July 1999
Skills
Prime Brokerage, Equities, Options, Securities Lending, Derivatives, Capital Markets, Futures, Collateral Management, Liquidity Management, Balance Sheet, Series 7, Series 63, Structured Finance, Equity Trading, Proprietary Trading, Finance, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Christine Sales's Merrill Lynch Experience
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Candice Price's Merrill Lynch Experience 2004 - 2005
Job Systems Analyst at Donovan Data Systems
Industry Information Technology and Services
Experience
Donovan Data Systems Technical Support RepresentativeIBM2004 - 2005
Merrill Lynch 2004 - 2005
Con Edison 1997 - 2005
Con Edison 1998 - 2004
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
City University of New York City College 1996 — 1999
computer science
Donovan Data Systems Technical Support RepresentativeIBM2004 - 2005
Merrill Lynch 2004 - 2005
Con Edison 1997 - 2005
Con Edison 1998 - 2004
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
City University of New York City College 1996 — 1999
computer science
Anna (Kwong) Nguyen-Huynh, PMP's Merrill Lynch Experience March 2007 - March 2009
Job Vice President at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Bank of America November 2010 - March 2014
Bank of America March 2009 - November 2010
Merrill Lynch March 2007 - March 2009
Merrill Lynch July 2005 - March 2007
Skills
Project Management, Business Analysis, Six Sigma, PMO, Management, Risk Management, Financial Services, Hedge Funds, Banking, Asset Management, Change Management, Business Process..., Prime Brokerage, Corporate Actions
Education
George Washington University
Associate's Certificate in Project Management
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments
Certified Project Management Professional (PMP), 2009
Certified Six Sigma Green Belt, 2008
JPMorgan Chase March 2014 - Present
Bank of America November 2010 - March 2014
Bank of America March 2009 - November 2010
Merrill Lynch March 2007 - March 2009
Merrill Lynch July 2005 - March 2007
Skills
Project Management, Business Analysis, Six Sigma, PMO, Management, Risk Management, Financial Services, Hedge Funds, Banking, Asset Management, Change Management, Business Process..., Prime Brokerage, Corporate Actions
Education
George Washington University
Associate's Certificate in Project Management
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments
Certified Project Management Professional (PMP), 2009
Certified Six Sigma Green Belt, 2008
Alan Preto's Merrill Lynch Experience February 2002 - July 2004
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Merrill Lynch February 2002 - July 2004
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
Merrill Lynch February 2002 - July 2004
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
Dionyse Fitzwilliam's Merrill Lynch Experience 1997 - 1999
Job Executive Producer Caribbean's Next Top Model
Industry Entertainment
Experience
Caribbean's Next Top Model September 2011 - Present
Central Park Financial January 2013 - Present
Rice Financial Products Company July 1999 - February 2012
Merrill Lynch 1997 - 1999
Skills
Investment Banking, Financial Analysis, Fixed Income, Derivatives, Business Strategy, Negotiation, Financial Modeling, Financial Markets, Investments, Due Diligence, Leadership, Valuation, Series 7, Series 63, Marketing, Relationship Management, Management
Education
City University of New York-Baruch College 1994 — 1998
BBA, summa cum laude, Finance
St. Joseph's Convent Port of Spain
High School, Business/Managerial Economics
Caribbean's Next Top Model September 2011 - Present
Central Park Financial January 2013 - Present
Rice Financial Products Company July 1999 - February 2012
Merrill Lynch 1997 - 1999
Skills
Investment Banking, Financial Analysis, Fixed Income, Derivatives, Business Strategy, Negotiation, Financial Modeling, Financial Markets, Investments, Due Diligence, Leadership, Valuation, Series 7, Series 63, Marketing, Relationship Management, Management
Education
City University of New York-Baruch College 1994 — 1998
BBA, summa cum laude, Finance
St. Joseph's Convent Port of Spain
High School, Business/Managerial Economics
ALAN KESLER's Merrill Lynch Experience 2008 - 2009
Job TRADE SUPPORT SPECIALIST SEEKING OPPORTUNITIES
Industry Capital Markets
Experience
senate campaign 2010 - 2010
Currently seeking new opportunities September 1992 - February 2009
Merrill Lynch 2008 - 2009
Skills
Fixed Income, Trading, Capital Markets, Trading Systems, Derivatives, Securities, Equities, Electronic Trading, Bloomberg, Financial Markets, Bonds, Investment Banking, Structured Products, Valuation
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
ZICKLIN SCHOOL OF BUSINESS 1997 — 2001
FINANCE
senate campaign 2010 - 2010
Currently seeking new opportunities September 1992 - February 2009
Merrill Lynch 2008 - 2009
Skills
Fixed Income, Trading, Capital Markets, Trading Systems, Derivatives, Securities, Equities, Electronic Trading, Bloomberg, Financial Markets, Bonds, Investment Banking, Structured Products, Valuation
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
ZICKLIN SCHOOL OF BUSINESS 1997 — 2001
FINANCE
Chan, Ronald's Merrill Lynch Experience
Job Employed at Merrill Lynch
Industry Computer & Network Security
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Christopher Catania's Merrill Lynch Experience January 2007 - Present
Job Vice PresidentP&S ManagerMerrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
Merrill Lynch January 2004 - December 2006
Merrill Lynch December 1997 - December 2003
White Castle 1987 - 1997
Skills
Capital Markets, Equities, Management, Fixed Income, Financial Services, Securities, Trading Systems, Risk Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
Merrill Lynch January 2007 - Present
Merrill Lynch January 2004 - December 2006
Merrill Lynch December 1997 - December 2003
White Castle 1987 - 1997
Skills
Capital Markets, Equities, Management, Fixed Income, Financial Services, Securities, Trading Systems, Risk Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
Blanche LaLima's Merrill Lynch Experience 2003 - 2004
Job CFO at Fagenson & Co., Inc.
Industry Financial Services
Experience
Fagenson & Co 2004 - Present
Merrill Lynch 2003 - 2004
Herzog, Heine, Geduld, Inc. 1997 - 2002
BBV Latinvest 1995 - 1997
Doft & Company 1989 - 1995
Swergold, Chefitz 1986 - 1989
Herzog, Heine, Geduld Inc 1984 - 1986
Skills
Series 27 FINOP, Equities, Securities, Trading, Hedge Funds, Fixed Income, Bloomberg, Series 63, Series 7, Investment Banking, Derivatives, Investments, Equity Trading, Proprietary Trading, FINRA, Portfolio Management
Education
City University of New York-Baruch College 1979 — 1984
Fagenson & Co 2004 - Present
Merrill Lynch 2003 - 2004
Herzog, Heine, Geduld, Inc. 1997 - 2002
BBV Latinvest 1995 - 1997
Doft & Company 1989 - 1995
Swergold, Chefitz 1986 - 1989
Herzog, Heine, Geduld Inc 1984 - 1986
Skills
Series 27 FINOP, Equities, Securities, Trading, Hedge Funds, Fixed Income, Bloomberg, Series 63, Series 7, Investment Banking, Derivatives, Investments, Equity Trading, Proprietary Trading, FINRA, Portfolio Management
Education
City University of New York-Baruch College 1979 — 1984
Antoine Hechme's Merrill Lynch Experience May 2006 - October 2007
Job Product & Trading Support @ Liquidnet
Industry Information Technology and Services
Experience
Liquidnet October 2007 - Present
Merrill Lynch May 2006 - October 2007
Deutsche Bank 2003 - 2006
Skills
FIX, Unix, Oracle SQL, Microsoft SQL Server, Toad, JIRA, SourceForge, Client Connectivity, Trading, Equity Trading, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Finance and Economics
Liquidnet October 2007 - Present
Merrill Lynch May 2006 - October 2007
Deutsche Bank 2003 - 2006
Skills
FIX, Unix, Oracle SQL, Microsoft SQL Server, Toad, JIRA, SourceForge, Client Connectivity, Trading, Equity Trading, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Finance and Economics
Bill Westhall's Merrill Lynch Experience October 2007 - August 2012
Job Vice President Release Management and Engineering Services Manager
Industry Information Technology and Services
Experience
Morgan Stanley August 2012 - Present
Merrill Lynch October 2007 - August 2012
UBS 2006 - 2007
Societe Generale 2005 - 2006
Instinet Corporation 2000 - 2004
Skills
Trading Systems, Electronic Trading
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Learning Tree
Morgan Stanley August 2012 - Present
Merrill Lynch October 2007 - August 2012
UBS 2006 - 2007
Societe Generale 2005 - 2006
Instinet Corporation 2000 - 2004
Skills
Trading Systems, Electronic Trading
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Learning Tree
Brad Gold's Merrill Lynch Experience December 2002 - August 2008
Job Vice President Data Analytics and Reporting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Vice President Operational Risk, Control and MetricsNomuraAugust 2009 - May 2013
Bank of America August 2008 - August 2009
Merrill Lynch December 2002 - August 2008
Skills
Middle Office, Fixed Income, Operational Risk, Business Management, Data Analysis, Excel, Financial Reporting, Governance, Team Leadership, Operations, Operations Management, PowerPoint, Team Building, Word, Microsoft Excel, Management, Securities, Analysis, Finance, FINRA, Financial Risk, Risk Management, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
MBA, Finance and International Business
University of Florida - Warrington College Of Business 1998 — 2002
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase Vice President Operational Risk, Control and MetricsNomuraAugust 2009 - May 2013
Bank of America August 2008 - August 2009
Merrill Lynch December 2002 - August 2008
Skills
Middle Office, Fixed Income, Operational Risk, Business Management, Data Analysis, Excel, Financial Reporting, Governance, Team Leadership, Operations, Operations Management, PowerPoint, Team Building, Word, Microsoft Excel, Management, Securities, Analysis, Finance, FINRA, Financial Risk, Risk Management, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
MBA, Finance and International Business
University of Florida - Warrington College Of Business 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Carolina Stolagli's Merrill Lynch Experience January 2014 - Present
Job Senior Financial Analyst
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Credit Suisse June 2009 - January 2014
Citigroup October 2005 - June 2009
London Forfaiting Americas February 2004 - October 2005
Banco do Brasil February 2000 - February 2004
Skills
Series 7, Financial Services, Emerging Markets, Investments, Trade Finance, Bonds, Bloomberg
Education
Baruch College, City University of New York (CUNY)
B.A., Psychology
Merrill Lynch January 2014 - Present
Credit Suisse June 2009 - January 2014
Citigroup October 2005 - June 2009
London Forfaiting Americas February 2004 - October 2005
Banco do Brasil February 2000 - February 2004
Skills
Series 7, Financial Services, Emerging Markets, Investments, Trade Finance, Bonds, Bloomberg
Education
Baruch College, City University of New York (CUNY)
B.A., Psychology
Frank Lomedico's Merrill Lynch Experience July 1983 - May 1989
Job Strategic Resolve LLC
Industry Financial Services
Experience
Strategic Resolve LLC July 2013 - Present
DST Retirement Solutions July 2008 - April 2013
Prudential Financial 1989 - 2008
Merrill Lynch July 1983 - May 1989
Skills
Financial Services, Vendor Management, Business Analysis, Relationship Management, IT Strategy, Consulting, Information Technology, Requirements Gathering, SDLC, Project Portfolio..., Risk Management, Business Process..., Process Improvement, Disaster Recovery, Strategy, IT Management, Senior Executive..., Outsourcing, Enterprise Architecture, Governance, Business Process, PMP
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
Business Administration
Strategic Resolve LLC July 2013 - Present
DST Retirement Solutions July 2008 - April 2013
Prudential Financial 1989 - 2008
Merrill Lynch July 1983 - May 1989
Skills
Financial Services, Vendor Management, Business Analysis, Relationship Management, IT Strategy, Consulting, Information Technology, Requirements Gathering, SDLC, Project Portfolio..., Risk Management, Business Process..., Process Improvement, Disaster Recovery, Strategy, IT Management, Senior Executive..., Outsourcing, Enterprise Architecture, Governance, Business Process, PMP
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
Business Administration
Adil Imtiaz's Merrill Lynch Experience
Job AVP at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
Denise Bright's Merrill Lynch Experience February 2007 - June 2010
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Caroline Renjia Huang's Merrill Lynch Experience November 2005 - May 2008
Job VP at Barclays Capital
Industry Banking
Experience
Barclays Capital June 2011 - February 2013
Bank of New York Mellon June 2008 - June 2010
Merrill Lynch November 2005 - May 2008
Merill Lynch 2005 - 2008
Citigroup 1998 - 2005
Skills
Electronic Trading, Capital Markets, Derivatives, Equities, Market Risk, Credit Derivatives, Credit Risk, Trading Systems, Business Analysis, Fixed Income, Bonds, Investment Banking, Interest Rate..., Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
Master of Business Administration (MBA), Computer information system
Barclays Capital June 2011 - February 2013
Bank of New York Mellon June 2008 - June 2010
Merrill Lynch November 2005 - May 2008
Merill Lynch 2005 - 2008
Citigroup 1998 - 2005
Skills
Electronic Trading, Capital Markets, Derivatives, Equities, Market Risk, Credit Derivatives, Credit Risk, Trading Systems, Business Analysis, Fixed Income, Bonds, Investment Banking, Interest Rate..., Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
Master of Business Administration (MBA), Computer information system
David M. Pasternak, RN MBA CPHIMS's Merrill Lynch Experience April 1999 - July 2000
Job Nursing Informatics Specialist at Deborah Heart and Lung Center/ Deborah Hospital
Industry Information Technology and Services
Experience
Deborah Heart and Lung Center/ Deborah Hospital February 2015 - Present
Raritan Bay Medical Center October 2012 - Present
Raritan Bay Medical Center January 2012 - October 2012
David M. Pasternak July 2000 - 2010
Merrill Lynch April 1999 - July 2000
KPMG June 1998 - April 1999
PaineWebber July 1993 - June 1998
David M. Pasternak April 1991 - July 1993
Polaris Consulting Services July 1987 - April 1991
Price Waterhouse January 1984 - January 1985
Skills
Nursing, Mental Health, BLS, Project Management, Business Development, Relationship Management, E-commerce, Requirements Analysis, Model 204, IDMS, MySQL, PL/1, COBOL, SPSS, SAS, Informatics, Software Project..., Healthcare, Databases, ACLS, Software Documentation, Disaster Recovery, Project Planning, Management, Visio, SDLC, Access, Data Analysis, Training, Healthcare Information..., Quality Assurance, EMR, EHR, Time Management, Program Management, Recruiting, Process Improvement, Systems Analysis, Security, Leadership, Healthcare Management, Integration, Business Process..., Vendor Management, Performance Management, Hospitals, Fundraising, Business Analysis, Analysis, Inpatient
Education
Rutgers School of Nursing
MSN, Nursing Informatics
Middlesex County College
Associate of Science (AS), Nursing
City University of New York-Baruch College
MBA, Computer Information Systems
City University of New York-Brooklyn College
BS, Psychology, Computer and Information Science
Yeshiva of Far Rockaway
HS
Deborah Heart and Lung Center/ Deborah Hospital February 2015 - Present
Raritan Bay Medical Center October 2012 - Present
Raritan Bay Medical Center January 2012 - October 2012
David M. Pasternak July 2000 - 2010
Merrill Lynch April 1999 - July 2000
KPMG June 1998 - April 1999
PaineWebber July 1993 - June 1998
David M. Pasternak April 1991 - July 1993
Polaris Consulting Services July 1987 - April 1991
Price Waterhouse January 1984 - January 1985
Skills
Nursing, Mental Health, BLS, Project Management, Business Development, Relationship Management, E-commerce, Requirements Analysis, Model 204, IDMS, MySQL, PL/1, COBOL, SPSS, SAS, Informatics, Software Project..., Healthcare, Databases, ACLS, Software Documentation, Disaster Recovery, Project Planning, Management, Visio, SDLC, Access, Data Analysis, Training, Healthcare Information..., Quality Assurance, EMR, EHR, Time Management, Program Management, Recruiting, Process Improvement, Systems Analysis, Security, Leadership, Healthcare Management, Integration, Business Process..., Vendor Management, Performance Management, Hospitals, Fundraising, Business Analysis, Analysis, Inpatient
Education
Rutgers School of Nursing
MSN, Nursing Informatics
Middlesex County College
Associate of Science (AS), Nursing
City University of New York-Baruch College
MBA, Computer Information Systems
City University of New York-Brooklyn College
BS, Psychology, Computer and Information Science
Yeshiva of Far Rockaway
HS
Adele Donovan's Merrill Lynch Experience January 2001 - July 2009
Job Program Manager at OrangeUlster BOCES
Industry Financial Services
Experience
Orange-Ulster BOCES June 2010 - Present
Merrill Lynch January 2001 - July 2009
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Orange-Ulster BOCES June 2010 - Present
Merrill Lynch January 2001 - July 2009
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Alan Macaluso's Merrill Lynch Experience July 2004 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch July 2004 - May 2008
Citigroup Global Markets November 1997 - July 2004
Dean Witter November 1982 - November 1997
Education
Baruch College, City University of New York (CUNY) 1973 — 1979
Merrill Lynch July 2004 - May 2008
Citigroup Global Markets November 1997 - July 2004
Dean Witter November 1982 - November 1997
Education
Baruch College, City University of New York (CUNY) 1973 — 1979
Annie Curcie's Merrill Lynch Experience 2000 - 2004
Job Senior Quality Assurance Analyst at OpenLink Financial Inc
Industry Computer Software
Experience
OpenLink Financial Inc September 2004 - Present
Merrill Lynch 2000 - 2004
Skills
SDLC, Trading Systems, Business Analysis, Requirements Analysis, Manual Testing, Derivatives, Requirements Gathering, Software Project..., Software Quality..., Test Automation, Test Cases, User Acceptance Testing
Education
Baruch College
OpenLink Financial Inc September 2004 - Present
Merrill Lynch 2000 - 2004
Skills
SDLC, Trading Systems, Business Analysis, Requirements Analysis, Manual Testing, Derivatives, Requirements Gathering, Software Project..., Software Quality..., Test Automation, Test Cases, User Acceptance Testing
Education
Baruch College
David Cuddihy's Merrill Lynch Experience 2004 - 2009
Job Quantitative Developer at Autonomy Capital
Industry Financial Services
Experience
Autonomy Capital April 2012 - Present
Opera Solutions 2010 - Present
ARCHIMEDES CAPITAL LTD 2009 - 2010
Merrill Lynch 2004 - 2009
Tell-Eureka / SpeechCycle 2002 - 2004
Cold Spring Harbor Laboratory 1994 - 1999
Skills
Test Driven Development, Software Development, Risk Management, Agile Methodologies, Fixed Income, Equities, Derivatives, Trading Systems, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Valuation, Quantitative Analytics, Analytics, Quantitative Finance, Market Data, Credit Risk, Structured Finance, Portfolio Optimization, Automated Trading
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Masters, Applied Math, Finance
New Mexico Institute of Mining and Technology 1990 — 1994
Bachelor of Science (BS), Mathematics
Autonomy Capital April 2012 - Present
Opera Solutions 2010 - Present
ARCHIMEDES CAPITAL LTD 2009 - 2010
Merrill Lynch 2004 - 2009
Tell-Eureka / SpeechCycle 2002 - 2004
Cold Spring Harbor Laboratory 1994 - 1999
Skills
Test Driven Development, Software Development, Risk Management, Agile Methodologies, Fixed Income, Equities, Derivatives, Trading Systems, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Valuation, Quantitative Analytics, Analytics, Quantitative Finance, Market Data, Credit Risk, Structured Finance, Portfolio Optimization, Automated Trading
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Masters, Applied Math, Finance
New Mexico Institute of Mining and Technology 1990 — 1994
Bachelor of Science (BS), Mathematics
Cida Goncalves's Merrill Lynch Experience April 2000 - September 2009
Job Director Americas COO of Operations Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2009 - Present
Merrill Lynch April 2000 - September 2009
AIG 1998 - 2000
Skills
Investment Banking, Capital Markets, Fixed Income, Prime Brokerage, Equities, Cost Management, Private Banking, Financial Accounting, Strategic Financial..., Budget Forecasts, Reporting & Analysis, Financial Risk
Education
Baruch College, City University of New York (CUNY) 1992 — 1998
BBA, Accounting
Credit Suisse September 2009 - Present
Merrill Lynch April 2000 - September 2009
AIG 1998 - 2000
Skills
Investment Banking, Capital Markets, Fixed Income, Prime Brokerage, Equities, Cost Management, Private Banking, Financial Accounting, Strategic Financial..., Budget Forecasts, Reporting & Analysis, Financial Risk
Education
Baruch College, City University of New York (CUNY) 1992 — 1998
BBA, Accounting
Dan Pakenham's Merrill Lynch Experience 1996 - 2001
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citi March 2001 - Present
Citi Global Markets & Banking 2001 - Present
Merrill Lynch 1996 - 2001
Moody's Investors Service 1993 - 1996
The Bank of Tokyo Mitsubishi 1988 - 1993
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA, International Finance
The University of British Columbia
Asian Studies
University of Hawaii at Manoa
B.A., Asian Studies
Citi March 2001 - Present
Citi Global Markets & Banking 2001 - Present
Merrill Lynch 1996 - 2001
Moody's Investors Service 1993 - 1996
The Bank of Tokyo Mitsubishi 1988 - 1993
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA, International Finance
The University of British Columbia
Asian Studies
University of Hawaii at Manoa
B.A., Asian Studies
Cindy Belmore's Merrill Lynch Experience July 2000 - September 2005
Job Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group October 2005 - May 2013
Merrill Lynch July 2000 - September 2005
Skills
Series 24, Financial Regulation, Regulatory Submissions, Series 63, Financial Analysis, Regulatory Filings, Compliance, Regulatory Exam..., Series 7, Series 9/10, Series 53, Privacy Compliance
Education
Baruch College 1997 — 1999
Master of Business Administration (MBA), Finance, General
Ithaca College 1990 — 1994
Bachelor of Science (BS), Business Management
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group October 2005 - May 2013
Merrill Lynch July 2000 - September 2005
Skills
Series 24, Financial Regulation, Regulatory Submissions, Series 63, Financial Analysis, Regulatory Filings, Compliance, Regulatory Exam..., Series 7, Series 9/10, Series 53, Privacy Compliance
Education
Baruch College 1997 — 1999
Master of Business Administration (MBA), Finance, General
Ithaca College 1990 — 1994
Bachelor of Science (BS), Business Management
Dan DeRupo's Merrill Lynch Experience July 2007 - May 2008
Job Director, Global Compensation at MMC
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. January 2010 - Present
Sixth Gear Solutions Corp. May 2008 - May 2010
Merrill Lynch July 2007 - May 2008
JPMorgan Chase September 1997 - July 2007
JPMorganChase 1997 - 2007
NAC Reinsurance Corp. October 1990 - September 1997
Chemical Bank September 1988 - September 1990
Education
Baruch College, City University of New York (CUNY)
MBA, Industrial/Organizational Psychology
Hofstra University
BA, Psychology
Marsh & McLennan Companies, Inc. January 2010 - Present
Sixth Gear Solutions Corp. May 2008 - May 2010
Merrill Lynch July 2007 - May 2008
JPMorgan Chase September 1997 - July 2007
JPMorganChase 1997 - 2007
NAC Reinsurance Corp. October 1990 - September 1997
Chemical Bank September 1988 - September 1990
Education
Baruch College, City University of New York (CUNY)
MBA, Industrial/Organizational Psychology
Hofstra University
BA, Psychology
Alan Ordentlich, MBA, PMP's Merrill Lynch Experience November 1999 - May 2008
Job Assistant Director of Project Management at Major New York Health Care Provider
Industry Hospital & Health Care
Experience
Major New York Health Care Provider April 2015 - Present
Centerlight Health System February 2011 - January 2015
EMC May 2010 - January 2011
SunGard Availability Services August 2008 - August 2010
Merrill Lynch November 1999 - May 2008
Salomon Brothers August 1987 - December 1991
Skills
Vendor Management, IT Strategy, SDLC, Program Management, Architecture, Disaster Recovery, SaaS, Programming, Professional Services, Data Center, PMO, Risk Management, Enterprise Architecture, Cloud Computing, Project Portfolio..., Management, Integration, Business Analysis, Solution Architecture, Agile Methodologies, Strategy, Project Delivery, Software Project..., IT Operations, Requirements Analysis, Project Management, Security, Business Continuity, Business Intelligence, Storage, Storage Area Networks, ITIL, PMP, Cross-functional Team..., Change Management, Virtualization, Service Delivery, Enterprise Software, Governance, IT Service Management, IT Management, Process Improvement, Solaris, Architectures, Unix, Outsourcing, Business Process..., Product Management, Infrastructure, Pre-sales
Education
Project Management Institute 2008 — 2008
PMP, Project Management
Baruch College, City University of New York (CUNY) 1985 — 1990
MBA, Business
City University of New York-Brooklyn College 1980 — 1983
Bachelor's Degree, Computer Science, Magna Cum Laude
Major New York Health Care Provider April 2015 - Present
Centerlight Health System February 2011 - January 2015
EMC May 2010 - January 2011
SunGard Availability Services August 2008 - August 2010
Merrill Lynch November 1999 - May 2008
Salomon Brothers August 1987 - December 1991
Skills
Vendor Management, IT Strategy, SDLC, Program Management, Architecture, Disaster Recovery, SaaS, Programming, Professional Services, Data Center, PMO, Risk Management, Enterprise Architecture, Cloud Computing, Project Portfolio..., Management, Integration, Business Analysis, Solution Architecture, Agile Methodologies, Strategy, Project Delivery, Software Project..., IT Operations, Requirements Analysis, Project Management, Security, Business Continuity, Business Intelligence, Storage, Storage Area Networks, ITIL, PMP, Cross-functional Team..., Change Management, Virtualization, Service Delivery, Enterprise Software, Governance, IT Service Management, IT Management, Process Improvement, Solaris, Architectures, Unix, Outsourcing, Business Process..., Product Management, Infrastructure, Pre-sales
Education
Project Management Institute 2008 — 2008
PMP, Project Management
Baruch College, City University of New York (CUNY) 1985 — 1990
MBA, Business
City University of New York-Brooklyn College 1980 — 1983
Bachelor's Degree, Computer Science, Magna Cum Laude
Gabe Altman's Merrill Lynch Experience September 1998 - February 2009
Job Programmer Analyst at Merrill Lynch
Industry Banking
Experience
Merrill Lynch September 1998 - February 2009
Self Employed November 1992 - August 1998
Depository Trust Company February 1982 - November 1992
Skills
Troubleshooting, TSO, JCL, COBOL, Process Improvement, SDLC, Disaster Recovery, Mainframe, Analysis, CICS, Management, Visio, Business Analysis, Endeavor, Software Documentation, MVS, VSAM, Testing, PMO, IBM Utilities, DB2, Information Technology, z/OS, Systems Analysis, Risk Management, Requirements Gathering, Requirements Analysis, IBM Mainframe, Production Support, Databases, Software Project..., Vendor Management, Change Management
Education
Baruch College, City University of New York (CUNY) 1975 — 1977
BBA, Computer Methodology
Merrill Lynch September 1998 - February 2009
Self Employed November 1992 - August 1998
Depository Trust Company February 1982 - November 1992
Skills
Troubleshooting, TSO, JCL, COBOL, Process Improvement, SDLC, Disaster Recovery, Mainframe, Analysis, CICS, Management, Visio, Business Analysis, Endeavor, Software Documentation, MVS, VSAM, Testing, PMO, IBM Utilities, DB2, Information Technology, z/OS, Systems Analysis, Risk Management, Requirements Gathering, Requirements Analysis, IBM Mainframe, Production Support, Databases, Software Project..., Vendor Management, Change Management
Education
Baruch College, City University of New York (CUNY) 1975 — 1977
BBA, Computer Methodology
Bob Salvucci's Merrill Lynch Experience 1986 - 1988
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2001 - Present
JPMorgan Chase 1998 - 2001
Nomura Securities 1988 - 1998
Merrill Lynch 1986 - 1988
GGK, LLP 1984 - 1986
Skills
Fixed Income, Corporate Finance, Auditing, Management, Trading, Accounting, Business Analysis, Finance, Wealth Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Public Accounting
Wells Fargo May 2001 - Present
JPMorgan Chase 1998 - 2001
Nomura Securities 1988 - 1998
Merrill Lynch 1986 - 1988
GGK, LLP 1984 - 1986
Skills
Fixed Income, Corporate Finance, Auditing, Management, Trading, Accounting, Business Analysis, Finance, Wealth Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Public Accounting
Eric Grossman's Merrill Lynch Experience 1998 - 2000
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas (Formerly BofA) October 2008 - Present
Banc of America Securities June 2003 - October 2008
Goldman Sachs 2000 - 2002
Merrill Lynch 1998 - 2000
JP Morgan 1996 - 1997
Alliance Capital 1994 - 1996
Peneth, Haber & Zimmerman 1993 - 1994
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1993
BA, Accounting
BNP Paribas (Formerly BofA) October 2008 - Present
Banc of America Securities June 2003 - October 2008
Goldman Sachs 2000 - 2002
Merrill Lynch 1998 - 2000
JP Morgan 1996 - 1997
Alliance Capital 1994 - 1996
Peneth, Haber & Zimmerman 1993 - 1994
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1993
BA, Accounting
Anthony Primiano's Merrill Lynch Experience 2006 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
NYSE 1992 - 2006
Skills
Wealth Management, Equities, Securities, Investment Management, Capital Markets, Internal Audit, Series 7, FINRA, Alternative Investments, Series 24, Fixed Income, Hedge Funds, AML, Series 63, Investment Advisory, Risk Management
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Merrill Lynch 2006 - Present
NYSE 1992 - 2006
Skills
Wealth Management, Equities, Securities, Investment Management, Capital Markets, Internal Audit, Series 7, FINRA, Alternative Investments, Series 24, Fixed Income, Hedge Funds, AML, Series 63, Investment Advisory, Risk Management
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Andrew Tedesco's Merrill Lynch Experience June 1980 - July 1990
Job Investment Management Professional
Industry Investment Management
Experience
Russell Investments September 1991 - November 2008
PricewaterhouseCoopers July 1990 - August 1991
Merrill Lynch June 1980 - July 1990
Merrill Lynch 1981 - 1990
Merrill Lynch 1981 - 1990
Education
Baruch College, City University of New York (CUNY) 1983 — 1984
Graduate courses, Finance
Queens College 1974 — 1978
BA, Psychology
Russell Investments September 1991 - November 2008
PricewaterhouseCoopers July 1990 - August 1991
Merrill Lynch June 1980 - July 1990
Merrill Lynch 1981 - 1990
Merrill Lynch 1981 - 1990
Education
Baruch College, City University of New York (CUNY) 1983 — 1984
Graduate courses, Finance
Queens College 1974 — 1978
BA, Psychology
Anthony Avella's Merrill Lynch Experience August 2005 - August 2007
Job Software Developer at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management August 2007 - Present
Merrill Lynch August 2005 - August 2007
UBS 2004 - 2005
RIPTIDE Trading 2001 - 2004
Rochdale Securities 1997 - 1999
Skills
Trading Systems, Equities, Fixed Income, Investments, SQL, Equity Trading, WPF, C#, Credit Derivatives, Multithreading, Software Development, .NET, Swaps, Hadoop, VBA, VBScript, JScript, Oracle, Transact SQL, Big Data, Hedge Funds, Enterprise Architecture, Cloudera CCD-410..., Unix
Education
Cloudera 2013 — 2013
n/a, Hadoop Developer
Chubb Institute 2000 — 2001
Diploma, Computer Programming
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments, Minor in Computer Applications
Och-Ziff Capital Management August 2007 - Present
Merrill Lynch August 2005 - August 2007
UBS 2004 - 2005
RIPTIDE Trading 2001 - 2004
Rochdale Securities 1997 - 1999
Skills
Trading Systems, Equities, Fixed Income, Investments, SQL, Equity Trading, WPF, C#, Credit Derivatives, Multithreading, Software Development, .NET, Swaps, Hadoop, VBA, VBScript, JScript, Oracle, Transact SQL, Big Data, Hedge Funds, Enterprise Architecture, Cloudera CCD-410..., Unix
Education
Cloudera 2013 — 2013
n/a, Hadoop Developer
Chubb Institute 2000 — 2001
Diploma, Computer Programming
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments, Minor in Computer Applications
Aaron Rosenbaum, CAMS's Merrill Lynch Experience September 2010 - March 2014
Job Vice President, Senior Project Manager at Citi
Industry Financial Services
Experience
Citi March 2014 - Present
Merrill Lynch September 2010 - March 2014
Merrill Lynch September 2010 - January 2012
Morgan Stanley 2004 - 2009
Smith Barney 2003 - 2004
Instinet 1998 - 2002
Skills
Derivatives, Options, Equities, Series 24, FINRA, Hedge Funds, Securities, Series 7, SERIES 7, 63, 65, 55,..., Compliance, Commodities, CAMS
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MS, Accounting
City University of New York-Brooklyn College 2009 — 2009
Master's degree, Accounting
Pace University 2000 — 2001
Accounting
Brandeis University 1994 — 1998
BA, History
Citi March 2014 - Present
Merrill Lynch September 2010 - March 2014
Merrill Lynch September 2010 - January 2012
Morgan Stanley 2004 - 2009
Smith Barney 2003 - 2004
Instinet 1998 - 2002
Skills
Derivatives, Options, Equities, Series 24, FINRA, Hedge Funds, Securities, Series 7, SERIES 7, 63, 65, 55,..., Compliance, Commodities, CAMS
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MS, Accounting
City University of New York-Brooklyn College 2009 — 2009
Master's degree, Accounting
Pace University 2000 — 2001
Accounting
Brandeis University 1994 — 1998
BA, History
Deanna Walker-McDonald's Merrill Lynch Experience 1997 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1997 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2001
Education
Baruch College, City University of New York (CUNY)
B.A., Economics
Merrill Lynch 1997 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2001
Education
Baruch College, City University of New York (CUNY)
B.A., Economics
Ara Yegoryan's Merrill Lynch Experience July 2001 - September 2001
Job Assistant Branch Manager at Quontic Bank
Industry Banking
Experience
Quontic Bank April 2012 - Present
Sovereign Bank June 2007 - March 2009
Commerce Bank 2003 - 2007
Interbank of New York November 2001 - August 2003
Merrill Lynch July 2001 - September 2001
Continental Broker Dealer 1998 - 2001
Skills
Business Development, Cross Selling, Branch Banking
Education
Baruch College
BBA, Finance
City University of New York
AAS, Business Management/Finance
Quontic Bank April 2012 - Present
Sovereign Bank June 2007 - March 2009
Commerce Bank 2003 - 2007
Interbank of New York November 2001 - August 2003
Merrill Lynch July 2001 - September 2001
Continental Broker Dealer 1998 - 2001
Skills
Business Development, Cross Selling, Branch Banking
Education
Baruch College
BBA, Finance
City University of New York
AAS, Business Management/Finance
Bob Fiordaliso's Merrill Lynch Experience March 2006 - Present
Job VP Americas Lending Reporting & Analytics at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2006 - Present
Prudential 1997 - 2006
Prudential Financial October 1997 - December 2005
Prudential Financial 1997 - 2005
Rabobank 1995 - 1997
Continental Insurance October 1986 - December 1995
Skills
Mutual Funds, Series 7, Securities, Investments, Series 63, Financial Services, Insurance, Risk Management, Financial Analysis, 401k, Asset Managment, Sarbanes-Oxley Act, Wealth Management, Equities, Asset Allocation, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
MS, Taxation
Rider University 1984 — 1986
BS, Accounting
Merrill Lynch March 2006 - Present
Prudential 1997 - 2006
Prudential Financial October 1997 - December 2005
Prudential Financial 1997 - 2005
Rabobank 1995 - 1997
Continental Insurance October 1986 - December 1995
Skills
Mutual Funds, Series 7, Securities, Investments, Series 63, Financial Services, Insurance, Risk Management, Financial Analysis, 401k, Asset Managment, Sarbanes-Oxley Act, Wealth Management, Equities, Asset Allocation, Fixed Income
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
MS, Taxation
Rider University 1984 — 1986
BS, Accounting
Gary DeMars's Merrill Lynch Experience January 1984 - January 1986
Job Director at Univsion
Industry Entertainment
Experience
Univision November 2008 - Present
Univision Communications, Inc 2008 - Present
NBC Universal/GE Consulting Firm January 1986 - September 2008
Merrill Lynch January 1984 - January 1986
Skills
MS Visual C++, C#, Oracle 9g/10i Standard..., MS Office, MS Project
Education
Baruch College 1983 — 1984
MBA, Executive
Brooklyn College 1971 — 1973
BA, Political Science
Univision November 2008 - Present
Univision Communications, Inc 2008 - Present
NBC Universal/GE Consulting Firm January 1986 - September 2008
Merrill Lynch January 1984 - January 1986
Skills
MS Visual C++, C#, Oracle 9g/10i Standard..., MS Office, MS Project
Education
Baruch College 1983 — 1984
MBA, Executive
Brooklyn College 1971 — 1973
BA, Political Science
Deanna Walker-McDonald's Merrill Lynch Experience 1998 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1998 - 2009
Education
Baruch College, City University of New York (CUNY)
BBA, Economics
Merrill Lynch 1998 - 2009
Education
Baruch College, City University of New York (CUNY)
BBA, Economics
Debbie Konstantinidis's Merrill Lynch Experience 1998 - Present
Job Fixed Income Compliance
Industry Investment Banking
Experience
Merrill Lynch 1998 - Present
Greenwich Capital Markets 1997 - 1998
Sanwa Securities (USA) Inc. 1992 - 1997
National Association of Securities 1986 - 1992
Skills
Series 7, FINRA, Series 63, Series 24, FINRA Committee Member, Trading, Securities Regulation, Securities, Capital Markets, SEC, Hedge Funds, Mutual Funds, Options, AML
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Accounting
Merrill Lynch 1998 - Present
Greenwich Capital Markets 1997 - 1998
Sanwa Securities (USA) Inc. 1992 - 1997
National Association of Securities 1986 - 1992
Skills
Series 7, FINRA, Series 63, Series 24, FINRA Committee Member, Trading, Securities Regulation, Securities, Capital Markets, SEC, Hedge Funds, Mutual Funds, Options, AML
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Accounting
Ade Odina's Merrill Lynch Experience 2004 - 2008
Job Experienced Facility Manager and Property Manager
Industry Facilities Services
Experience
--------- October 2009 - Present
Cushman & Wakefield 2008 - 2009
Merrill Lynch 2004 - 2008
NCC September 2000 - April 2004
Skills
Analytical Skills, Operational Risk..., Property Management, Asset Managment, Corporate Real Estate, Facilities Management, Real Estate, Real Estate Economics, Due Diligence, Real Estate Development, Contract Negotiation, Contract Management, Leases, Budgets, Real Estate Transactions, Financial Analysis, Construction Management, Risk Management, Negotiation, Construction, Commercial Real Estate
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
Certificate, Sustainability (Development, Finance & Operations)
New York University
Master of Science, Real Estate
--------- October 2009 - Present
Cushman & Wakefield 2008 - 2009
Merrill Lynch 2004 - 2008
NCC September 2000 - April 2004
Skills
Analytical Skills, Operational Risk..., Property Management, Asset Managment, Corporate Real Estate, Facilities Management, Real Estate, Real Estate Economics, Due Diligence, Real Estate Development, Contract Negotiation, Contract Management, Leases, Budgets, Real Estate Transactions, Financial Analysis, Construction Management, Risk Management, Negotiation, Construction, Commercial Real Estate
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
Certificate, Sustainability (Development, Finance & Operations)
New York University
Master of Science, Real Estate
Aditya K Merla's Merrill Lynch Experience March 2012 - January 2014
Job BA Consultant , Risk & Compliance Technology
Industry Financial Services
Experience
CIT January 2014 - Present
Merrill Lynch March 2012 - January 2014
Societe Generale January 2010 - January 2012
Bank of America February 2007 - December 2008
Lehman Brothers August 2005 - January 2007
Skills
Requirements Gathering, Business Analysis, Agile Methodolgy, SDLC, Java, Microsoft SQL Server, MS Project, Microsoft Excel, VBA, DB2, Visio, COBOL, Informatica, IBM Mainframe, Charles River IMS, Autosys, User Interface Design, UML, Bloomberg, Reuters, Markitwire, BRDs, FRD, MS Access, Toad, MS Visio, Basics of Unix, Quality Center, Derivatives, Fixed Income, Rates, Reference Data, Collateral Management, Use Case Diagrams, MS Studio, Structured Products, Financial Services, Commodity, Portfolio Management, Access, Agile Methodologies, Finance, Financial Risk, HP Quality Center, Investment Banking, Requirements Analysis, Unix
Education
Baruch College
Master of Business Administration (MBA), Finance and investments
Vellore Institute of Technology
Bachelor's degree
CIT January 2014 - Present
Merrill Lynch March 2012 - January 2014
Societe Generale January 2010 - January 2012
Bank of America February 2007 - December 2008
Lehman Brothers August 2005 - January 2007
Skills
Requirements Gathering, Business Analysis, Agile Methodolgy, SDLC, Java, Microsoft SQL Server, MS Project, Microsoft Excel, VBA, DB2, Visio, COBOL, Informatica, IBM Mainframe, Charles River IMS, Autosys, User Interface Design, UML, Bloomberg, Reuters, Markitwire, BRDs, FRD, MS Access, Toad, MS Visio, Basics of Unix, Quality Center, Derivatives, Fixed Income, Rates, Reference Data, Collateral Management, Use Case Diagrams, MS Studio, Structured Products, Financial Services, Commodity, Portfolio Management, Access, Agile Methodologies, Finance, Financial Risk, HP Quality Center, Investment Banking, Requirements Analysis, Unix
Education
Baruch College
Master of Business Administration (MBA), Finance and investments
Vellore Institute of Technology
Bachelor's degree
Alexander Russo's Merrill Lynch Experience April 1991 - March 1993
Job Vice President, Financial Advisor at JPMorgan Securities LLC
Industry Financial Services
Experience
Bethpage Federal Credit Union May 2012 - May 2014
Capital One Bank November 1994 - April 2012
North Fork Bank November 2000 - December 2008
JPMorgan Chase June 1993 - November 1994
Merrill Lynch April 1991 - March 1993
Lehman Brothers February 1988 - April 1991
Education
City University of New York-Baruch College
BBA, Finance and Investments
Bethpage Federal Credit Union May 2012 - May 2014
Capital One Bank November 1994 - April 2012
North Fork Bank November 2000 - December 2008
JPMorgan Chase June 1993 - November 1994
Merrill Lynch April 1991 - March 1993
Lehman Brothers February 1988 - April 1991
Education
City University of New York-Baruch College
BBA, Finance and Investments
Ben Bakke's Merrill Lynch Experience August 2006 - December 2006
Job Staff Attorney at Bernstein Litowitz Berger & Grossmann LLP
Industry Law Practice
Experience
Bernstein Litowitz Berger & Grossmann LLP September 2014 - Present
Various Firms January 2007 - Present
Merrill Lynch August 2006 - December 2006
Milbank, Tweed, Hadley & McCloy LLP May 2006 - August 2006
Skills
Document Review, Legal Research, Litigation Support, Litigation, Relativity, Legal Writing, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Digital Marketing, Marketing, Product Liability, Due Diligence, Patent Litigation, Depositions
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2014
Master of Business Administration (MBA), Finance and Marketing
Emory University School of Law 2002 — 2005
JD
University of Wisconsin-Madison 1998 — 2002
BA, Journalism & Political Science
Bernstein Litowitz Berger & Grossmann LLP September 2014 - Present
Various Firms January 2007 - Present
Merrill Lynch August 2006 - December 2006
Milbank, Tweed, Hadley & McCloy LLP May 2006 - August 2006
Skills
Document Review, Legal Research, Litigation Support, Litigation, Relativity, Legal Writing, Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Digital Marketing, Marketing, Product Liability, Due Diligence, Patent Litigation, Depositions
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2014
Master of Business Administration (MBA), Finance and Marketing
Emory University School of Law 2002 — 2005
JD
University of Wisconsin-Madison 1998 — 2002
BA, Journalism & Political Science
Eunhee Cho, CPA's Merrill Lynch Experience August 2008 - December 2008
Job Senior Associate at Choi, Kim & Park LLP
Industry Accounting
Experience
Choi, Kim & Park LLP November 2010 - Present
MSCI Barra April 2009 - May 2010
Merrill Lynch August 2008 - December 2008
Skills
Auditing, Accounting, Financial Reporting, GAAP, CPA, Internal Controls, Tax, Corporate Tax, Financial Accounting, Tax Returns, QuickBooks, Tax Preparation, Income Tax, Financial Analysis, Tax Research, Assurance, Sarbanes-Oxley Act, SEC filings, General Ledger, Financial Modeling, US GAAP
Education
Baruch College 2008 — 2010
Bachelor of Science (BS), Accounting
Hanyang University 2000 — 2003
Bachelor of Arts (BA), Theatre/Theater
Choi, Kim & Park LLP November 2010 - Present
MSCI Barra April 2009 - May 2010
Merrill Lynch August 2008 - December 2008
Skills
Auditing, Accounting, Financial Reporting, GAAP, CPA, Internal Controls, Tax, Corporate Tax, Financial Accounting, Tax Returns, QuickBooks, Tax Preparation, Income Tax, Financial Analysis, Tax Research, Assurance, Sarbanes-Oxley Act, SEC filings, General Ledger, Financial Modeling, US GAAP
Education
Baruch College 2008 — 2010
Bachelor of Science (BS), Accounting
Hanyang University 2000 — 2003
Bachelor of Arts (BA), Theatre/Theater
Debrah Parker's Merrill Lynch Experience September 2003 - November 2005
Job Results Oriented Credit and Lending Professional
Industry Banking
Experience
Canyon National Bank September 2009 - March 2011
Frontier Bank FSB 2011 - 2011
Integra Bank 2008 - 2009
Merrill Lynch September 2003 - November 2005
M&I Bank March 1999 - January 2002
Bank One March 1993 - September 1997
Skills
Credit, Risk Management, Loans, Sales
Education
Baruch College 1974 — 1978
MBA, Finance
University of Illinois at Urbana-Champaign 1969 — 1972
BS, Communications
Canyon National Bank September 2009 - March 2011
Frontier Bank FSB 2011 - 2011
Integra Bank 2008 - 2009
Merrill Lynch September 2003 - November 2005
M&I Bank March 1999 - January 2002
Bank One March 1993 - September 1997
Skills
Credit, Risk Management, Loans, Sales
Education
Baruch College 1974 — 1978
MBA, Finance
University of Illinois at Urbana-Champaign 1969 — 1972
BS, Communications
Donna Martineau's Merrill Lynch Experience July 1998 - April 2000
Job Operations Manager at Stone Run Capital, LLC
Industry Investment Management
Experience
Stone Run Capital, LLC December 2013 - Present
BNY Mellon June 2012 - November 2013
AMS Capital, Inc. September 2007 - March 2010
Bear Stearns Asset Management April 2007 - September 2007
International Fund Services (Ireland) Ltd, A State Street Company April 2000 - December 2006
Merrill Lynch July 1998 - April 2000
Lehman Brothers July 1998 - April 2000
Skills
Derivatives, Fixed Income, Trading, Hedge Funds, Middle Office, Portfolio Management, Swaps, Financial Risk, Investments, Back Office, Options, Settlement, Alternative Investments, Mutual Funds, Fund Of Funds, Fund Accounting, Collateral Management, CDS
Education
City University of New York-Baruch College - Zicklin School of Business
M.B.A., INTERNATIONAL BUSINESS
Lehigh University
B.A., INTERNATIONAL BUSINESS
Stone Run Capital, LLC December 2013 - Present
BNY Mellon June 2012 - November 2013
AMS Capital, Inc. September 2007 - March 2010
Bear Stearns Asset Management April 2007 - September 2007
International Fund Services (Ireland) Ltd, A State Street Company April 2000 - December 2006
Merrill Lynch July 1998 - April 2000
Lehman Brothers July 1998 - April 2000
Skills
Derivatives, Fixed Income, Trading, Hedge Funds, Middle Office, Portfolio Management, Swaps, Financial Risk, Investments, Back Office, Options, Settlement, Alternative Investments, Mutual Funds, Fund Of Funds, Fund Accounting, Collateral Management, CDS
Education
City University of New York-Baruch College - Zicklin School of Business
M.B.A., INTERNATIONAL BUSINESS
Lehigh University
B.A., INTERNATIONAL BUSINESS
Dennis Kwan's Merrill Lynch Experience November 2007 - June 2010
Job Product Control Analyst
Industry Financial Services
Experience
RBC Capital Markets October 2012 - Present
Bank of America Merrill Lynch July 2010 - October 2012
Merrill Lynch November 2007 - June 2010
Citigroup March 2007 - November 2007
HSBC May 2006 - November 2006
Walt Disney World January 2005 - August 2005
Skills
Fixed Income, Derivatives, Product Control, Bloomberg, Equities
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Finance and Investment
Binghamton University 2001 — 2005
BS, Economics
RBC Capital Markets October 2012 - Present
Bank of America Merrill Lynch July 2010 - October 2012
Merrill Lynch November 2007 - June 2010
Citigroup March 2007 - November 2007
HSBC May 2006 - November 2006
Walt Disney World January 2005 - August 2005
Skills
Fixed Income, Derivatives, Product Control, Bloomberg, Equities
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Finance and Investment
Binghamton University 2001 — 2005
BS, Economics
Carol Leung's Merrill Lynch Experience January 2008 - July 2011
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
American Express September 2014 - April 2015
HSBC July 2011 - August 2014
Merrill Lynch January 2008 - July 2011
Merrill Lynch February 2005 - January 2008
Merrill Lynch January 2004 - February 2005
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Middle Office, Credit Derivatives, Operational Risk, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Operations Management and Finance
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance
Bank of America April 2015 - Present
American Express September 2014 - April 2015
HSBC July 2011 - August 2014
Merrill Lynch January 2008 - July 2011
Merrill Lynch February 2005 - January 2008
Merrill Lynch January 2004 - February 2005
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Middle Office, Credit Derivatives, Operational Risk, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Operations Management and Finance
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance
Elvis Abbey's Merrill Lynch Experience July 2009 - December 2009
Job Fund Accountant at Highbridge Capital Management
Industry Accounting
Experience
Highbridge Capital Management July 2014 - Present
KPMG September 2011 - July 2014
Merrill Lynch July 2009 - December 2009
Skills
Financial Accounting, Accounting, Vlookup, Auditing, Financial Reporting
Education
Baruch College 2006 — 2010
Bachelor's degree, Finance and Investments
City University of New York-Baruch College 2006 — 2010
Master's degree, Accounting and Finance
PRESEC
PRESEC
Highbridge Capital Management July 2014 - Present
KPMG September 2011 - July 2014
Merrill Lynch July 2009 - December 2009
Skills
Financial Accounting, Accounting, Vlookup, Auditing, Financial Reporting
Education
Baruch College 2006 — 2010
Bachelor's degree, Finance and Investments
City University of New York-Baruch College 2006 — 2010
Master's degree, Accounting and Finance
PRESEC
PRESEC
Denise Peters's Merrill Lynch Experience September 2006 - February 2009
Job IT Security at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2013 - Present
TD Ameritrade 2011 - August 2013
Deutsche Bank 2010 - 2011
Merrill Lynch September 2006 - February 2009
Morgan Stanley June 1987 - July 2003
Skills
Risk Management, Vendor Management, SDLC, PMO, Portfolio Management, Management, Program Management, Financial Services, Equities, Business Analysis, IT Strategy, Fixed Income, Enterprise Architecture, Project Portfolio..., Strategy
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Management, Finance
New York University 1995 — 1999
BS, Nursing
Deutsche Bank September 2013 - Present
TD Ameritrade 2011 - August 2013
Deutsche Bank 2010 - 2011
Merrill Lynch September 2006 - February 2009
Morgan Stanley June 1987 - July 2003
Skills
Risk Management, Vendor Management, SDLC, PMO, Portfolio Management, Management, Program Management, Financial Services, Equities, Business Analysis, IT Strategy, Fixed Income, Enterprise Architecture, Project Portfolio..., Strategy
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Management, Finance
New York University 1995 — 1999
BS, Nursing
Alina Topelson's Merrill Lynch Experience 2007 - 2007
Job Senior Compliance Examiner at FINRA
Industry Legal Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2014 - Present
Stathis Enterprises LLC March 2010 - September 2014
Deloitte, Westfield, NJ 2009 - 2010
Law Offices of Anatta Levinsky P.C., Brooklyn, NY 2008 - 2009
Hutner Klarish LLP May 2007 - August 2007
Merrill Lynch 2007 - 2007
Skills
FINRA, Regulatory Compliance, Broker-Dealer Compliance, Commercial Litigation, Corporate Governance, Risk Management, Legal Research, General Commercial..., Legal Writing, Trademarks, Legal Compliance, Microsoft Excel, Real Estate Transactions, Non-disclosure..., Negotiation, Public Speaking, Construction Law, Mechanics Liens, Vendor Contracts, Employment Law
Education
St. John's University School of Law 2005 — 2008
Juris Doctor, Law
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Financial Industry Regulatory Authority (FINRA) September 2014 - Present
Stathis Enterprises LLC March 2010 - September 2014
Deloitte, Westfield, NJ 2009 - 2010
Law Offices of Anatta Levinsky P.C., Brooklyn, NY 2008 - 2009
Hutner Klarish LLP May 2007 - August 2007
Merrill Lynch 2007 - 2007
Skills
FINRA, Regulatory Compliance, Broker-Dealer Compliance, Commercial Litigation, Corporate Governance, Risk Management, Legal Research, General Commercial..., Legal Writing, Trademarks, Legal Compliance, Microsoft Excel, Real Estate Transactions, Non-disclosure..., Negotiation, Public Speaking, Construction Law, Mechanics Liens, Vendor Contracts, Employment Law
Education
St. John's University School of Law 2005 — 2008
Juris Doctor, Law
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Dominic Yu's Merrill Lynch Experience October 2007 - Present
Job Tech manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Skills
Business Analysis, Agile Methodologies, SDLC, Fixed Income, Requirements Analysis, Microsoft Word, Sybase, Data Warehousing, Enterprise Architecture, Integration, Software Project..., Vendor Management
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Computer Information System, 3.89
Merrill Lynch October 2007 - Present
Skills
Business Analysis, Agile Methodologies, SDLC, Fixed Income, Requirements Analysis, Microsoft Word, Sybase, Data Warehousing, Enterprise Architecture, Integration, Software Project..., Vendor Management
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Computer Information System, 3.89
Denzil E. lee's Merrill Lynch Experience February 2005 - February 2008
Job Financial Reporting ~ Client Relationship Building ~ Asset Management ~ Securities Trading ~ Project Management
Industry Financial Services
Experience
State Street November 2009 - April 2015
Morgan Stanley Investment Management February 2008 - November 2009
Merrill Lynch February 2005 - February 2008
TD Ameritrade January 1999 - January 2005
Skills
Portfolio Management, Trading, Project Coordination, Asset Management, Investments, Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Equities, Risk Management, Bloomberg, Series 7, Series 66, Series 63, Alternative Investments, Retirement Planning, Asset Allocation, Options, Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Finance and Investments, Finance
State Street November 2009 - April 2015
Morgan Stanley Investment Management February 2008 - November 2009
Merrill Lynch February 2005 - February 2008
TD Ameritrade January 1999 - January 2005
Skills
Portfolio Management, Trading, Project Coordination, Asset Management, Investments, Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Equities, Risk Management, Bloomberg, Series 7, Series 66, Series 63, Alternative Investments, Retirement Planning, Asset Allocation, Options, Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Finance and Investments, Finance
Fabian Varcianna's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
JPMorgan Chase & Co. April 2014 - June 2015
Quasar Trading August 2013 - May 2014
Alfonso J. Mollica CPA PC January 2013 - August 2013
Worldwide Wealth Group May 2010 - July 2012
Yanosky & Assoc. (Marshall, Jones & Company subsidiary) September 2008 - January 2010
Skills
Investments, Technical Analysis, Portfolio Management, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Equities, Asset Management, Wealth Management, Series 7, Series 63, Financial Services, Securities, Bloomberg, Financial Analysis, Microsoft Office, Finance
Education
Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Investments
Merrill Lynch June 2015 - Present
JPMorgan Chase & Co. April 2014 - June 2015
Quasar Trading August 2013 - May 2014
Alfonso J. Mollica CPA PC January 2013 - August 2013
Worldwide Wealth Group May 2010 - July 2012
Yanosky & Assoc. (Marshall, Jones & Company subsidiary) September 2008 - January 2010
Skills
Investments, Technical Analysis, Portfolio Management, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Equities, Asset Management, Wealth Management, Series 7, Series 63, Financial Services, Securities, Bloomberg, Financial Analysis, Microsoft Office, Finance
Education
Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Investments
Barry Glantz's Merrill Lynch Experience September 1997 - April 2007
Job Consultant at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ November 2011 - Present
Deutsche Bank April 2007 - October 2011
Merrill Lynch September 1997 - April 2007
Salomon Brothers October 1986 - September 1997
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Middle Office, Prime Brokerage, Capital Markets, Due Diligence, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Risk Management, Structured Products, Swaps
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accountancy
Bank of Tokyo-Mitsubishi UFJ November 2011 - Present
Deutsche Bank April 2007 - October 2011
Merrill Lynch September 1997 - April 2007
Salomon Brothers October 1986 - September 1997
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Middle Office, Prime Brokerage, Capital Markets, Due Diligence, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Risk Management, Structured Products, Swaps
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accountancy
Alonso Avilez's Merrill Lynch Experience September 1999 - January 2000
Job Retail Banking
Industry Banking
Experience
BB&T October 2012 - Present
Ecos Distributions Inc October 2005 - September 2012
DCI August 2000 - July 2005
DCI August 1998 - August 2000
Merrill Lynch September 1999 - January 2000
Skills
Loans, Banking, Sales, Leadership
Education
City University of New York
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Baruch College, City University of New York (CUNY)
CUNY York College
BB&T October 2012 - Present
Ecos Distributions Inc October 2005 - September 2012
DCI August 2000 - July 2005
DCI August 1998 - August 2000
Merrill Lynch September 1999 - January 2000
Skills
Loans, Banking, Sales, Leadership
Education
City University of New York
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Baruch College, City University of New York (CUNY)
CUNY York College
Anna Palmer's Merrill Lynch Experience June 2007 - August 2007
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Bank, N.A. January 2014 - Present
Morgan Stanley June 2008 - January 2014
Morgan Stanley January 2007 - May 2008
Merrill Lynch June 2007 - August 2007
L'Oréal August 2006 - May 2007
Skills
Corporate Finance, Risk Management, Capital Markets, Fixed Income
Education
Baruch College 2004 — 2008
BBA (Cum Laude), Major: Finance and Investments; Minor: Social Psychology
Morgan Stanley Bank, N.A. January 2014 - Present
Morgan Stanley June 2008 - January 2014
Morgan Stanley January 2007 - May 2008
Merrill Lynch June 2007 - August 2007
L'Oréal August 2006 - May 2007
Skills
Corporate Finance, Risk Management, Capital Markets, Fixed Income
Education
Baruch College 2004 — 2008
BBA (Cum Laude), Major: Finance and Investments; Minor: Social Psychology
Robert Bohmstein's Merrill Lynch Experience February 2011 - May 2011
Job Tax Technology EY
Industry Accounting
Experience
EY June 2013 - Present
Neuberger Berman March 2012 - June 2013
Baruch College Accounting Society August 2011 - August 2012
National Football League June 2011 - September 2011
Merrill Lynch February 2011 - May 2011
NYC Department of Environmental Protection June 2009 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Taxation
Baruch Honors College/ CUNY 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
EY June 2013 - Present
Neuberger Berman March 2012 - June 2013
Baruch College Accounting Society August 2011 - August 2012
National Football League June 2011 - September 2011
Merrill Lynch February 2011 - May 2011
NYC Department of Environmental Protection June 2009 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Taxation
Baruch Honors College/ CUNY 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
Colleen M. Parra's Merrill Lynch Experience September 2009 - December 2009
Job Goldman Sachs, Senior Analyst
Industry Investment Banking
Experience
Goldman Sachs 2011 - Present
Bank of America June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
JPMorgan Chase 2008 - 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investment Management, Equities, Financial Analysis, Investment Banking, Capital IQ, Series 7, Wealth Management, Real Estate License, Corporate Social..., Written & Oral..., Creative Strategy, Series 66
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance & Investments
University of Indianapolis 2009 — 2009
Architectural History and Criticism
Goldman Sachs 2011 - Present
Bank of America June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
JPMorgan Chase 2008 - 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investment Management, Equities, Financial Analysis, Investment Banking, Capital IQ, Series 7, Wealth Management, Real Estate License, Corporate Social..., Written & Oral..., Creative Strategy, Series 66
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance & Investments
University of Indianapolis 2009 — 2009
Architectural History and Criticism
Dawei Zhou's Merrill Lynch Experience March 2008 - February 2009
Job Analyst at Citi
Industry Financial Services
Emmy Yee's Merrill Lynch Experience 1987 - 2004
Job Executive Director at UBS
Industry Financial Services
Experience
UBS February 2012 - July 2013
Wells Fargo Bank December 2008 - February 2012
Wachovia Bank November 2004 - December 2008
Merrill Lynch 1987 - 2004
Office of the Comptroller of the Currency June 1979 - February 1987
Skills
Credit, Financial Risk, Banking, Counterparty Risk, Derivatives, Financial Institutions, Credit Analysis, Credit Risk
Education
Baruch College 1975 — 1979
Bachelors in Business Administration, Finance
UBS February 2012 - July 2013
Wells Fargo Bank December 2008 - February 2012
Wachovia Bank November 2004 - December 2008
Merrill Lynch 1987 - 2004
Office of the Comptroller of the Currency June 1979 - February 1987
Skills
Credit, Financial Risk, Banking, Counterparty Risk, Derivatives, Financial Institutions, Credit Analysis, Credit Risk
Education
Baruch College 1975 — 1979
Bachelors in Business Administration, Finance
Chloe (Hyunjin) Chung's Merrill Lynch Experience October 2012 - December 2012
Job Investor Relations Analyst at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services October 2014 - Present
Conifer Financial Services July 2013 - September 2014
Merrill Lynch October 2012 - December 2012
FilmNation Entertainment LLC July 2012 - September 2012
Skills
Microsoft Office, Financial Analysis, Bloomberg Terminal, Financial Modeling, Valuation, Economics, Data Analysis, Stata, Econometrics
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Berlin School of Economics and Law 2011 — 2012
Exchange Program, Economics
Conifer Financial Services October 2014 - Present
Conifer Financial Services July 2013 - September 2014
Merrill Lynch October 2012 - December 2012
FilmNation Entertainment LLC July 2012 - September 2012
Skills
Microsoft Office, Financial Analysis, Bloomberg Terminal, Financial Modeling, Valuation, Economics, Data Analysis, Stata, Econometrics
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Berlin School of Economics and Law 2011 — 2012
Exchange Program, Economics
Christopher Ferrari's Merrill Lynch Experience June 2000 - January 2004
Job Banker at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2008 - Present
SJ STARR Mortgage January 2004 - May 2008
Merrill Lynch June 2000 - January 2004
Herzog Heine Geduld January 1995 - June 2000
REICH & COMPANY January 1988 - January 1994
Skills
Equities, Investments, Banking, Trading, Options, Loans, Management
Education
Baruch College
Bachelor of Science (BS), Real Estate Finance
JP Morgan Chase May 2008 - Present
SJ STARR Mortgage January 2004 - May 2008
Merrill Lynch June 2000 - January 2004
Herzog Heine Geduld January 1995 - June 2000
REICH & COMPANY January 1988 - January 1994
Skills
Equities, Investments, Banking, Trading, Options, Loans, Management
Education
Baruch College
Bachelor of Science (BS), Real Estate Finance
Chris Renna's Merrill Lynch Experience June 2002 - April 2004
Job Financial Consultant at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2015 - Present
LPL September 2012 - August 2015
Knight Capital Group 2004 - 2010
Merrill Lynch June 2002 - April 2004
J&W Seligman November 2000 - June 2002
Nassau County June 1994 - November 2000
Education
Baruch College 1998 — 2000
Bachelor of Business Administration (BBA), Finance
Cambridge Investment Research, Inc. August 2015 - Present
LPL September 2012 - August 2015
Knight Capital Group 2004 - 2010
Merrill Lynch June 2002 - April 2004
J&W Seligman November 2000 - June 2002
Nassau County June 1994 - November 2000
Education
Baruch College 1998 — 2000
Bachelor of Business Administration (BBA), Finance
Anita Mushell's Merrill Lynch Experience 2003 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Hartford Funds August 2013 - Present
Merrill Lynch 2003 - 2012
Moody's Investors Service November 1990 - April 2000
Skills
Due Diligence, Equities, Series 7, Investments, Bonds, Series 63, Series 24, Wealth Management, Relationship Management, Product Management, Separately Managed..., Mutual Funds, ETFs, Financial Advisory
Education
Baruch College
Masters of Public Administration
State University of New York at Binghamton
BA/ Political Science
Hartford Funds August 2013 - Present
Merrill Lynch 2003 - 2012
Moody's Investors Service November 1990 - April 2000
Skills
Due Diligence, Equities, Series 7, Investments, Bonds, Series 63, Series 24, Wealth Management, Relationship Management, Product Management, Separately Managed..., Mutual Funds, ETFs, Financial Advisory
Education
Baruch College
Masters of Public Administration
State University of New York at Binghamton
BA/ Political Science
Dennis O'Connor's Merrill Lynch Experience May 1991 - December 1993
Job Cetera Advisors LLC.
Industry Investment Management
Experience
Cetera Advisors LLC September 2013 - Present
LPL Financial December 1993 - August 2013
Merrill Lynch May 1991 - December 1993
Shearson Lehman American Express May 1989 - May 1991
Prudential Bache Securities September 1986 - May 1989
Skills
Series 24, Series 7, Series 63, Life Insurance, Variable Annuities, Health Insurance, Wealth Management
Education
City University of New York-John Jay College of Criminal Justice 1977 — 1979
Criminal Justice
Baruch College, City University of New York (CUNY) 1974 — 1977
Finance
Mater Christi High School 1970 — 1974
High School Diploma, Liberal Arts
Most Precious Blood 1961 — 1970
Cetera Advisors LLC September 2013 - Present
LPL Financial December 1993 - August 2013
Merrill Lynch May 1991 - December 1993
Shearson Lehman American Express May 1989 - May 1991
Prudential Bache Securities September 1986 - May 1989
Skills
Series 24, Series 7, Series 63, Life Insurance, Variable Annuities, Health Insurance, Wealth Management
Education
City University of New York-John Jay College of Criminal Justice 1977 — 1979
Criminal Justice
Baruch College, City University of New York (CUNY) 1974 — 1977
Finance
Mater Christi High School 1970 — 1974
High School Diploma, Liberal Arts
Most Precious Blood 1961 — 1970
Edison Lee's Merrill Lynch Experience September 2010 - January 2011
Job Analyst, Quantitative Investment Group
Industry Financial Services
Experience
Neuberger Berman January 2014 - Present
Neuberger Berman June 2011 - December 2013
Merrill Lynch September 2010 - January 2011
JPMorgan Chase January 2010 - February 2010
Agricultural Bank of China July 2009 - September 2009
Bank of Communications Limited May 2009 - June 2009
Skills
Matlab, VBA, C++ Language, Bloomberg Terminal, ThomsonOne, Thomson MarketQA, Microsoft Office, Charles River IMS, InDesign, Photoshop, Equities, Finance, Financial Risk, Investment Management
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance / Mathematics
Neuberger Berman January 2014 - Present
Neuberger Berman June 2011 - December 2013
Merrill Lynch September 2010 - January 2011
JPMorgan Chase January 2010 - February 2010
Agricultural Bank of China July 2009 - September 2009
Bank of Communications Limited May 2009 - June 2009
Skills
Matlab, VBA, C++ Language, Bloomberg Terminal, ThomsonOne, Thomson MarketQA, Microsoft Office, Charles River IMS, InDesign, Photoshop, Equities, Finance, Financial Risk, Investment Management
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance / Mathematics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank