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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Robert Quagliata Robert Quagliata's Merrill Lynch Experience 1987 - 1997
Job Client Delivery Manager at Fidessa
Industry Information Technology and Services
Experience
Fidessa October 2013 - Present
HSBC Securities June 2010 - August 2013
Portware October 2008 - March 2010
Lehman Brothers February 2004 - October 2008
ABN AMRO 2000 - 2003
Brown Brothers Harriman 1997 - 2000
Merrill Lynch 1987 - 1997
Skills
Series 3, Service Desk, Equities, Analysis, Brokerage, Trading Systems, Electronic Trading, Derivatives, Options, Trading, Fixed Income, FINRA, Business Analysis, Market Data, Financial Markets, Hedge Funds, Middle Office, Equity Trading, FX Options, Low Latency, Financial Services, Order Management, Equity Derivatives, FX trading, Back Office, Exchange Connectivity, Bloomberg, Prime Brokerage, Settlement, SDLC
Education
Baruch College (CUNY) 1989 — 2010
Queensborough Community College 1975 — 1978
AAS
NYU 1977 — 1977
Certificate Program
Fidessa October 2013 - Present
HSBC Securities June 2010 - August 2013
Portware October 2008 - March 2010
Lehman Brothers February 2004 - October 2008
ABN AMRO 2000 - 2003
Brown Brothers Harriman 1997 - 2000
Merrill Lynch 1987 - 1997
Skills
Series 3, Service Desk, Equities, Analysis, Brokerage, Trading Systems, Electronic Trading, Derivatives, Options, Trading, Fixed Income, FINRA, Business Analysis, Market Data, Financial Markets, Hedge Funds, Middle Office, Equity Trading, FX Options, Low Latency, Financial Services, Order Management, Equity Derivatives, FX trading, Back Office, Exchange Connectivity, Bloomberg, Prime Brokerage, Settlement, SDLC
Education
Baruch College (CUNY) 1989 — 2010
Queensborough Community College 1975 — 1978
AAS
NYU 1977 — 1977
Certificate Program
Jennifer Fitzgibbon Jennifer Fitzgibbon's Merrill Lynch Experience May 2004 - August 2005
Job Principal at EY
Industry Financial Services
Experience
EY November 2014 - Present
RBS Markets and International Banking November 2009 - September 2014
Barclays Capital September 2008 - November 2009
Lehman Brothers August 2005 - September 2008
Merrill Lynch May 2004 - August 2005
HVB July 1995 - May 2004
Boeing March 1993 - July 1995
Skills
Investment Banking, Capital Markets, Equities, Derivatives, Hedge Funds, Asset Managment, Corporate Finance, Structured Products, Risk Management, Alternative Investments, Financial Modeling
Education
New York University 1996 — 1999
MBA, Finance
Old Dominion University 1990 — 1992
BS, Mechanical Engineering
Old Dominion University 1985 — 1989
BS, Psychology
EY November 2014 - Present
RBS Markets and International Banking November 2009 - September 2014
Barclays Capital September 2008 - November 2009
Lehman Brothers August 2005 - September 2008
Merrill Lynch May 2004 - August 2005
HVB July 1995 - May 2004
Boeing March 1993 - July 1995
Skills
Investment Banking, Capital Markets, Equities, Derivatives, Hedge Funds, Asset Managment, Corporate Finance, Structured Products, Risk Management, Alternative Investments, Financial Modeling
Education
New York University 1996 — 1999
MBA, Finance
Old Dominion University 1990 — 1992
BS, Mechanical Engineering
Old Dominion University 1985 — 1989
BS, Psychology
Jean-Pierre Angel Jean-Pierre Angel's Merrill Lynch Experience 1967 - 1989
Job writer at SelfEmployed
Industry Writing and Editing
Experience
Self-Employed 2000 - Present
Digital equipment, Wang lab September 1980 - 1990
Merrill Lynch 1967 - 1989
Self-employed 1961 - 1967
Skills
Navigation, Sailing, Microsoft Office, Maritime, Copywriting, Press Releases, Poetry, Ghostwriting, Book Reviews
Education
New York University 1958 — 1961
Bachelor Science Business Administration, Stern School, Business, Management, Marketing, and Related Support Services
Self-Employed 2000 - Present
Digital equipment, Wang lab September 1980 - 1990
Merrill Lynch 1967 - 1989
Self-employed 1961 - 1967
Skills
Navigation, Sailing, Microsoft Office, Maritime, Copywriting, Press Releases, Poetry, Ghostwriting, Book Reviews
Education
New York University 1958 — 1961
Bachelor Science Business Administration, Stern School, Business, Management, Marketing, and Related Support Services
Sandhya Keshava Sandhya Keshava's Merrill Lynch Experience 1997 - 2000
Job QA Analyst
Industry Financial Services
Experience
Fiserv March 2004 - January 2013
DEUTSCHE BANK, New York. August 2000 - March 2004
MERRILL LYNCH 1997 - 2000
DMR/TRECOM, Inc., 1996 - 1997
BFR SYSTEMS, INC, 1996 - 1996
Skills
SDLC, Requirements Analysis, Test Planning, Manual Testing, Testing, Test Cases, Test Strategy, Functional Testing, Regression Testing, Defect Tracking, Unix, Testing Process, Quality Center
Education
New York University
Certificate in C Programming (Unix)
South Gujarat University
Master of Science (MSc)
Fiserv March 2004 - January 2013
DEUTSCHE BANK, New York. August 2000 - March 2004
MERRILL LYNCH 1997 - 2000
DMR/TRECOM, Inc., 1996 - 1997
BFR SYSTEMS, INC, 1996 - 1996
Skills
SDLC, Requirements Analysis, Test Planning, Manual Testing, Testing, Test Cases, Test Strategy, Functional Testing, Regression Testing, Defect Tracking, Unix, Testing Process, Quality Center
Education
New York University
Certificate in C Programming (Unix)
South Gujarat University
Master of Science (MSc)
Fern D. Simmons Fern D. Simmons's Merrill Lynch Experience July 1983 - October 1988
Job Loan Review and Risk Management Consultant at Sheshunoff Consulting + Solutions
Industry Capital Markets
Experience
Sheshunoff Consulting + Solutions November 2008 - Present
SAGA Alternative Investment Management Company LLC February 2005 - October 2008
CypressTree Investment Management Company Inc. January 2001 - January 2005
Mizuho Corporate Bank June 1998 - October 2000
AMNEX,Inc June 1997 - June 1998
Ryoshin Leasing (USA) Inc. October 1988 - March 1997
Merrill Lynch July 1983 - October 1988
Bankers Trust Company July 1978 - March 1982
Skills
Credit Analysis, Asset Management, Loan Review, Portfolio Management, Structured Finance, Financial Structuring, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Capital Markets, Real Estate Lending, Banking, Construction Lending, Investments
Education
New York University 1974 — 1978
BS, Accounting
Sheshunoff Consulting + Solutions November 2008 - Present
SAGA Alternative Investment Management Company LLC February 2005 - October 2008
CypressTree Investment Management Company Inc. January 2001 - January 2005
Mizuho Corporate Bank June 1998 - October 2000
AMNEX,Inc June 1997 - June 1998
Ryoshin Leasing (USA) Inc. October 1988 - March 1997
Merrill Lynch July 1983 - October 1988
Bankers Trust Company July 1978 - March 1982
Skills
Credit Analysis, Asset Management, Loan Review, Portfolio Management, Structured Finance, Financial Structuring, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Capital Markets, Real Estate Lending, Banking, Construction Lending, Investments
Education
New York University 1974 — 1978
BS, Accounting
Terri Granot Terri Granot's Merrill Lynch Experience 1990 - 1996
Job Financial Advisor at Primerica
Industry Renewables & Environment
Experience
Primerica October 2013 - Present
GWM Ltd. July 2007 - Present
Keller Williams 2004 - 2012
ASD Financial Services February 2003 - October 2011
Sia Security and Intelligence Advising January 2010 - June 2010
Sniffing dogs Inc 1998 - 2010
ABI Financial January 2002 - December 2009
UBS Painewebber July 1996 - February 2002
Merrill Lynch 1990 - 1996
Prudential Financial 1989 - 1990
Skills
Completed CAP®, Charitable Advisor..., Business Development, Philanthropy, Fundraising, Charities, Non-profits, Banking, Marketing Communications, Insurance, Real Estate, Start-ups
Education
The American College 2009 — 2012
Charitable Advisor of Philanthropy CAP®, Charitable Giving, A
University of Miami 1984 — 1986
Graduate Certificate, International Affairs
New York University 1971 — 1975
MA, Foreign Languages
New York University 1967 — 1971
BA, Economics, Foreign Languages
Primerica October 2013 - Present
GWM Ltd. July 2007 - Present
Keller Williams 2004 - 2012
ASD Financial Services February 2003 - October 2011
Sia Security and Intelligence Advising January 2010 - June 2010
Sniffing dogs Inc 1998 - 2010
ABI Financial January 2002 - December 2009
UBS Painewebber July 1996 - February 2002
Merrill Lynch 1990 - 1996
Prudential Financial 1989 - 1990
Skills
Completed CAP®, Charitable Advisor..., Business Development, Philanthropy, Fundraising, Charities, Non-profits, Banking, Marketing Communications, Insurance, Real Estate, Start-ups
Education
The American College 2009 — 2012
Charitable Advisor of Philanthropy CAP®, Charitable Giving, A
University of Miami 1984 — 1986
Graduate Certificate, International Affairs
New York University 1971 — 1975
MA, Foreign Languages
New York University 1967 — 1971
BA, Economics, Foreign Languages
Jeff Davidson's Merrill Lynch Experience 2011 - Present
Job Financial Planner / Advisor
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Very Advanced Technologies 2009 - Present
Morgan Stanley 2010 - 2011
Honeyshed, LLC 2007 - 2009
Focus Advisory Services 2005 - 2007
Valhalla Motion Pictures 2002 - 2004
Panoptic Pictures 1998 - 2002
Zeta Entertainment 1997 - 1998
Line Producer / Unit Production Manager 1996 - 1997
Lintas: New York 1992 - 1996
Skills
Series 7, Ruby on Rails, LAMP, Film, Advertising, Television, Television Production, New Media, Entertainment, Film Production, Production, Digital Media, Feature Films, Video, Video Production, Budgeting, Start-ups, Creative Development, Production Management, Post Production, Media & Entertainment, Product Management, Digital Strategy, E-commerce, Budgets, Microsoft Excel, Social Media, CRM, Screenwriting, Creative Direction, Scripting
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
MBA, Finance & Strategy
New York University
BFA, Film & Television
Merrill Lynch 2011 - Present
Very Advanced Technologies 2009 - Present
Morgan Stanley 2010 - 2011
Honeyshed, LLC 2007 - 2009
Focus Advisory Services 2005 - 2007
Valhalla Motion Pictures 2002 - 2004
Panoptic Pictures 1998 - 2002
Zeta Entertainment 1997 - 1998
Line Producer / Unit Production Manager 1996 - 1997
Lintas: New York 1992 - 1996
Skills
Series 7, Ruby on Rails, LAMP, Film, Advertising, Television, Television Production, New Media, Entertainment, Film Production, Production, Digital Media, Feature Films, Video, Video Production, Budgeting, Start-ups, Creative Development, Production Management, Post Production, Media & Entertainment, Product Management, Digital Strategy, E-commerce, Budgets, Microsoft Excel, Social Media, CRM, Screenwriting, Creative Direction, Scripting
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
MBA, Finance & Strategy
New York University
BFA, Film & Television
Godfrey Lee Godfrey Lee's Merrill Lynch Experience January 2008 - May 2008
Job Partner at Lee & Miao, PLLC
Industry Law Practice
Experience
Lee & Miao, PLLC April 2011 - Present
Goldman Sachs February 2011 - March 2011
Goldman Sachs December 2009 - December 2010
Merrill Lynch January 2008 - May 2008
Goldman Sachs December 2005 - August 2006
Skills
Securities, Equities, Asset Managment, AML, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Financial Modeling, Bloomberg, Valuation, Mergers, Investments, Legal Writing, Financial Analysis, Real Estate Transactions, Real Estate Negotiating, Real Estate Financing, Real Estate Investor, Corporate Governance, Asset Management, Hedge Funds, Securities Regulation, Mergers & Acquisitions
Education
New York Law School 2006 — 2009
J.D., Corporate and Securities Law
Penn State University 2001 — 2005
B.S., Finance
Lee & Miao, PLLC April 2011 - Present
Goldman Sachs February 2011 - March 2011
Goldman Sachs December 2009 - December 2010
Merrill Lynch January 2008 - May 2008
Goldman Sachs December 2005 - August 2006
Skills
Securities, Equities, Asset Managment, AML, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Financial Modeling, Bloomberg, Valuation, Mergers, Investments, Legal Writing, Financial Analysis, Real Estate Transactions, Real Estate Negotiating, Real Estate Financing, Real Estate Investor, Corporate Governance, Asset Management, Hedge Funds, Securities Regulation, Mergers & Acquisitions
Education
New York Law School 2006 — 2009
J.D., Corporate and Securities Law
Penn State University 2001 — 2005
B.S., Finance
Agnes Chung's Merrill Lynch Experience June 2008 - August 2008
Job Reporter/TV Host
Industry Broadcast Media
Experience
NY1 News June 2012 - March 2015
NY1 News August 2009 - June 2012
NY1 News December 2008 - August 2009
ABC News September 2007 - December 2008
Merrill Lynch June 2008 - August 2008
MTV Networks July 2008 - July 2008
CNN August 2007 - January 2008
Warner Bros. September 2005 - October 2005
Skills
Broadcast Journalism, Hosting, Breaking News, Final Cut Pro, Broadcast, Avid, Television, Storytelling, Film, Producing, News Writing, Video, Entertainment, Photography, Sound, Press Releases, Editing, ENPS, Broadcast Television, New Media
Education
New York University 2005 — 2009
B.A.
NY1 News June 2012 - March 2015
NY1 News August 2009 - June 2012
NY1 News December 2008 - August 2009
ABC News September 2007 - December 2008
Merrill Lynch June 2008 - August 2008
MTV Networks July 2008 - July 2008
CNN August 2007 - January 2008
Warner Bros. September 2005 - October 2005
Skills
Broadcast Journalism, Hosting, Breaking News, Final Cut Pro, Broadcast, Avid, Television, Storytelling, Film, Producing, News Writing, Video, Entertainment, Photography, Sound, Press Releases, Editing, ENPS, Broadcast Television, New Media
Education
New York University 2005 — 2009
B.A.
Kelly Corr's Merrill Lynch Experience June 2009 - August 2009
Job Commercial Real Estate Lending at BBVA Compass
Industry Banking
Experience
BBVA Compass March 2013 - Present
Corr Group 2010 - 2015
BBVA Compass March 2012 - February 2013
BBVA Compass July 2011 - March 2012
Merrill Lynch June 2009 - August 2009
Skills
ARGUS DCF, Loans, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Underwriting, Financial Analysis, Portfolio Management, Commercial Real Estate
Education
New York University 2013 — 2016
Masters, Real Estate Finance
University of Alabama 2007 — 2011
B.S., Accounting
BBVA Compass March 2013 - Present
Corr Group 2010 - 2015
BBVA Compass March 2012 - February 2013
BBVA Compass July 2011 - March 2012
Merrill Lynch June 2009 - August 2009
Skills
ARGUS DCF, Loans, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Underwriting, Financial Analysis, Portfolio Management, Commercial Real Estate
Education
New York University 2013 — 2016
Masters, Real Estate Finance
University of Alabama 2007 — 2011
B.S., Accounting
David Pringle's Merrill Lynch Experience September 2006 - September 2011
Job Financial Operations: Credit Risk, Equity Derivatives, Trade Support, Middle Office, Back Office
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
UBS Investment Bank May 2014 - May 2014
Barclays Investment Bank July 2013 - April 2014
Blue Mountain Capital Group April 2013 - May 2013
Mousse Partners Limited September 2012 - December 2012
Merrill Lynch September 2006 - September 2011
JPMorgan Chase 1998 - 2006
Citibank 1996 - 1998
Skills
Middle Office, Back Office, Settlements, Operations, Trade Support, Equities, Equity Derivatives, Clearing, Brokerage, Structured Products, Convertible Bonds, Excel, FX, P&L, Options, Futures, FX Options, Swaps, Microsoft Excel, Settlement, Trading, Market Data, Portfolio Management
Education
New York University 2005 — 2014
Bachelor of Science (BS), Information Systems Management, 3.5
U.S. Navy 1994 — 1996
Airman, Military Rescue
JPMorgan Chase June 2014 - Present
UBS Investment Bank May 2014 - May 2014
Barclays Investment Bank July 2013 - April 2014
Blue Mountain Capital Group April 2013 - May 2013
Mousse Partners Limited September 2012 - December 2012
Merrill Lynch September 2006 - September 2011
JPMorgan Chase 1998 - 2006
Citibank 1996 - 1998
Skills
Middle Office, Back Office, Settlements, Operations, Trade Support, Equities, Equity Derivatives, Clearing, Brokerage, Structured Products, Convertible Bonds, Excel, FX, P&L, Options, Futures, FX Options, Swaps, Microsoft Excel, Settlement, Trading, Market Data, Portfolio Management
Education
New York University 2005 — 2014
Bachelor of Science (BS), Information Systems Management, 3.5
U.S. Navy 1994 — 1996
Airman, Military Rescue
Magda Rivera's Merrill Lynch Experience 1999 - 2001
Job Senior Sales Representative (for Architects & Designers and Executives)
Industry Design
Experience
Bernhardt Design September 2014 - Present
Geiger International October 2012 - September 2014
Gordon International 2010 - November 2012
The Switzer Group 2007 - July 2010
Garcia/Maldonado 2007 - 2007
Christina Murphy Interiors 2006 - 2007
ASID NYC 2003 - 2007
Tom Scheerer Inc. 2003 - 2004
Merrill Lynch 1999 - 2001
Deutsche Bank 1998 - 1999
Skills
Business Development, New Business Development, Interior Design, Furniture, Furnishings, Design Research, Interior Architecture, FF&E, Space planning, Custom Furniture, Textiles, Sustainable Design, Space-planning, Hand Drafting, Color Schemes, AutoCAD, Photoshop, Commercial Interiors, Rendering, Finish, Finish Selections, Wood, Veneers, Space Planning
Education
New York School of Interior Design 2003 — 2007
AAS, Interior Design
Bernhardt Design September 2014 - Present
Geiger International October 2012 - September 2014
Gordon International 2010 - November 2012
The Switzer Group 2007 - July 2010
Garcia/Maldonado 2007 - 2007
Christina Murphy Interiors 2006 - 2007
ASID NYC 2003 - 2007
Tom Scheerer Inc. 2003 - 2004
Merrill Lynch 1999 - 2001
Deutsche Bank 1998 - 1999
Skills
Business Development, New Business Development, Interior Design, Furniture, Furnishings, Design Research, Interior Architecture, FF&E, Space planning, Custom Furniture, Textiles, Sustainable Design, Space-planning, Hand Drafting, Color Schemes, AutoCAD, Photoshop, Commercial Interiors, Rendering, Finish, Finish Selections, Wood, Veneers, Space Planning
Education
New York School of Interior Design 2003 — 2007
AAS, Interior Design
Kyle Morabito Kyle Morabito's Merrill Lynch Experience July 2008 - January 2009
Job Associate at Bilzin Sumberg
Industry Legal Services
Experience
Bilzin Sumberg September 2013 - Present
NYU School of Law August 2010 - May 2013
Merrill Lynch July 2008 - January 2009
Education
New York University 2010 — 2013
Doctor of Law (JD), Law
University of Florida 2007 — 2008
Master's degree, Finance, General
University of Florida 2004 — 2007
Bachelor of Applied Science (BASc), Finance, General
Bilzin Sumberg September 2013 - Present
NYU School of Law August 2010 - May 2013
Merrill Lynch July 2008 - January 2009
Education
New York University 2010 — 2013
Doctor of Law (JD), Law
University of Florida 2007 — 2008
Master's degree, Finance, General
University of Florida 2004 — 2007
Bachelor of Applied Science (BASc), Finance, General
Sam Schweitzer Sam Schweitzer's Merrill Lynch Experience 2006 - 2007
Job CSA Group LLC
Industry Financial Services
Experience
CSA Group LLC January 2015 - Present
UBS Wealth Management 2007 - 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2000 - 2006
PaineWebber 1996 - 2000
Morgan Stanley 1980 - 1995
Arthur Andersen & Co. 1978 - 1980
Skills
Business Analysis, IT Strategy, Risk Management, Equities, Management, Fixed Income, Capital Markets, Vendor Management, Wealth Management, Investment Banking
Education
New York University 1977 — 1978
M.B.A., Comp Applications & Information Svcs
University at Albany 1973 — 1977
B.S., Mathematics
CSA Group LLC January 2015 - Present
UBS Wealth Management 2007 - 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2000 - 2006
PaineWebber 1996 - 2000
Morgan Stanley 1980 - 1995
Arthur Andersen & Co. 1978 - 1980
Skills
Business Analysis, IT Strategy, Risk Management, Equities, Management, Fixed Income, Capital Markets, Vendor Management, Wealth Management, Investment Banking
Education
New York University 1977 — 1978
M.B.A., Comp Applications & Information Svcs
University at Albany 1973 — 1977
B.S., Mathematics
Richard Swift Richard Swift's Merrill Lynch Experience September 1996 - December 1997
Job Managing Director at Axonic Capital LLC
Industry Financial Services
Experience
Axonic Capital LLC May 2015 - Present
Situational Inc. 2014 - Present
Point Capital Partners 2009 - 2013
Aligned Wealth 2011 - 2012
Morgan Stanley / Stadia Capital November 2000 - December 2008
Red Coat Capital Management January 1998 - October 2000
Merrill Lynch September 1996 - December 1997
US Army May 1994 - May 1996
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Private Equity, Venture Capital, Equities, Investments, Equity Research, Capital Markets, Financial Advisory, Financial Services, Investment Banking, Financial Modeling, Risk Management, Due Diligence, Options, Valuation, Derivatives
Education
New York University 1998 — 2004
MBA, Finance
West Point 1990 — 1994
Bachelor of Science, Economics
Axonic Capital LLC May 2015 - Present
Situational Inc. 2014 - Present
Point Capital Partners 2009 - 2013
Aligned Wealth 2011 - 2012
Morgan Stanley / Stadia Capital November 2000 - December 2008
Red Coat Capital Management January 1998 - October 2000
Merrill Lynch September 1996 - December 1997
US Army May 1994 - May 1996
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Private Equity, Venture Capital, Equities, Investments, Equity Research, Capital Markets, Financial Advisory, Financial Services, Investment Banking, Financial Modeling, Risk Management, Due Diligence, Options, Valuation, Derivatives
Education
New York University 1998 — 2004
MBA, Finance
West Point 1990 — 1994
Bachelor of Science, Economics
Gerasimos Vlachos's Merrill Lynch Experience January 2012 - August 2012
Job M&A Advisory at EY
Industry Management Consulting
Experience
EY September 2014 - Present
YSC September 2013 - December 2013
Omnicom Group June 2013 - August 2013
Archipelago Capital Management March 2013 - August 2013
Merrill Lynch January 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Business Intelligence, Strategy, Data Analysis, Public Speaking, Business Development
Education
New York University 2010 — 2014
BA
Eastern Regional High School 2006 — 2010
High School Diploma
EY September 2014 - Present
YSC September 2013 - December 2013
Omnicom Group June 2013 - August 2013
Archipelago Capital Management March 2013 - August 2013
Merrill Lynch January 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Business Intelligence, Strategy, Data Analysis, Public Speaking, Business Development
Education
New York University 2010 — 2014
BA
Eastern Regional High School 2006 — 2010
High School Diploma
Denise Hintzke Denise Hintzke's Merrill Lynch Experience January 1996 - January 2002
Job Tax Director at Deloitte & Touche
Industry Financial Services
Experience
Deloitte July 2010 - Present
The Bank of New York Mellon February 2006 - August 2010
PricewaterhouseCoopers February 2000 - March 2006
Merrill Lynch January 1996 - January 2002
UBS 1993 - 1994
Lehman Brothers 1987 - 1993
Skills
Tax, Tax Compliance, Derivatives, Securities, International Tax, Tax Advisory, Banking, Tax Law, Tax Audits, Asset Management, Due Diligence, Investments, Structured Finance, Private Equity, Hedge Funds, Equities, Tax Controversy, Indirect Taxation
Education
New York Law School 1980 — 1983
JD
New York Law School 1980 — 1983
JD
University of Wisconsin-Madison 1976 — 1980
BS, Political Science and Government; anthropology
Deloitte July 2010 - Present
The Bank of New York Mellon February 2006 - August 2010
PricewaterhouseCoopers February 2000 - March 2006
Merrill Lynch January 1996 - January 2002
UBS 1993 - 1994
Lehman Brothers 1987 - 1993
Skills
Tax, Tax Compliance, Derivatives, Securities, International Tax, Tax Advisory, Banking, Tax Law, Tax Audits, Asset Management, Due Diligence, Investments, Structured Finance, Private Equity, Hedge Funds, Equities, Tax Controversy, Indirect Taxation
Education
New York Law School 1980 — 1983
JD
New York Law School 1980 — 1983
JD
University of Wisconsin-Madison 1976 — 1980
BS, Political Science and Government; anthropology
Carla Brillembourg Clark Carla Brillembourg Clark's Merrill Lynch Experience January 2002 - June 2005
Job Deputy Head of Social Responsibility at The Libra Group
Industry Human Resources
Experience
The Libra Group June 2015 - Present
The Libra Group October 2013 - June 2015
The Libra Group December 2011 - September 2013
The Libra Group June 2011 - December 2011
KKR November 2005 - May 2011
Merrill Lynch January 2002 - June 2005
Skills
Professional..., Leadership Development, Strategic Human..., Recruiting, College Recruiting, Human Resources, Business Networking, Student Recruiting, Corporate Recruiting, Marketing Communications, Corporate Etiquette, Global Human Resources..., Social Networking, Human Resource Planning, Event Planning, Leadership, Public Speaking, Facebook, Staff Development, Teamwork, Time Management, Social Media Marketing, Fundraising, Nonprofits, Management, Public Relations, Research
Education
New York University 1997 — 2001
Bachelor of Arts (BA)
St George's School 1995 — 1997
Nightingale Bamford School
The Libra Group June 2015 - Present
The Libra Group October 2013 - June 2015
The Libra Group December 2011 - September 2013
The Libra Group June 2011 - December 2011
KKR November 2005 - May 2011
Merrill Lynch January 2002 - June 2005
Skills
Professional..., Leadership Development, Strategic Human..., Recruiting, College Recruiting, Human Resources, Business Networking, Student Recruiting, Corporate Recruiting, Marketing Communications, Corporate Etiquette, Global Human Resources..., Social Networking, Human Resource Planning, Event Planning, Leadership, Public Speaking, Facebook, Staff Development, Teamwork, Time Management, Social Media Marketing, Fundraising, Nonprofits, Management, Public Relations, Research
Education
New York University 1997 — 2001
Bachelor of Arts (BA)
St George's School 1995 — 1997
Nightingale Bamford School
Carolina Okamura Carolina Okamura's Merrill Lynch Experience July 2015 - Present
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
MF Investment Group June 2013 - June 2015
Prisma - O lado brasileiro da arte contemporânea November 2013 - January 2015
Austral Seguradora June 2010 - May 2013
Icatu Hartford January 2010 - May 2010
Icatu Hartford February 2005 - January 2010
Skills
Market Research, Commercial Insurance, New Business Development, Insurance, Business Strategy, Marketing, Portfolio Management, Investments, Business Planning, Management, Business Analysis, Entrepreneurship, Strategic Financial..., Corporate Finance, Financial Planning, Business Intelligence, Financial Analysis, Start-ups, Strategic Planning
Education
New York University 2015 — 2016
Certificate in Financial Planning
UERJ - Universidade do Estado do Rio de Janeiro 2002 — 2006
Bachelor of Science (B.Sc.), Economics
Merrill Lynch July 2015 - Present
MF Investment Group June 2013 - June 2015
Prisma - O lado brasileiro da arte contemporânea November 2013 - January 2015
Austral Seguradora June 2010 - May 2013
Icatu Hartford January 2010 - May 2010
Icatu Hartford February 2005 - January 2010
Skills
Market Research, Commercial Insurance, New Business Development, Insurance, Business Strategy, Marketing, Portfolio Management, Investments, Business Planning, Management, Business Analysis, Entrepreneurship, Strategic Financial..., Corporate Finance, Financial Planning, Business Intelligence, Financial Analysis, Start-ups, Strategic Planning
Education
New York University 2015 — 2016
Certificate in Financial Planning
UERJ - Universidade do Estado do Rio de Janeiro 2002 — 2006
Bachelor of Science (B.Sc.), Economics
Charles Kelsey Gonzales PMP SCPM Charles Kelsey Gonzales PMP SCPM's Merrill Lynch Experience 2007 - 2008
Job Senior Program Lead at West Avenue Capital
Industry Information Technology and Services
Experience
West Avenue Capital May 2014 - Present
MetLife February 2010 - March 2014
Primastrong 2008 - 2014
John Hancock 2008 - 2008
Merrill Lynch 2007 - 2008
J.P. Morgan 2006 - 2007
J.P. Morgan 2005 - 2007
J.P. Morgan 2004 - 2006
Quail Ridge Ranch & Dressage School 2001 - 2004
Cantor Fitzgerald / eSpeed (Now BGC Partners) 2000 - 2001
Skills
Program Management, Leadership, Security, Data Center, Disaster Recovery, PMO, Fixed Income, Coaching, Governance, Budgets, Banking, Virtualization, Oracle, Financial Services, Emerging Markets, Infrastructure, Credit Derivatives, Securities, Strategy, Restructuring, Management, Risk Management, Derivatives, Project Management, IT Strategy, Vendor Management, Process Improvement, Business Development, Enterprise Software, Consulting, Training, Portfolio Management, Executive Management, Strategic Planning, Organizational..., Business Analysis, SDLC, Business Process..., Entrepreneurship, Project Portfolio..., Leadership Development, Management Consulting, Change Management, Business Intelligence, Outsourcing, Software Project..., PMP, Requirements Analysis
Education
University of California, Berkeley 1985 — 1989
Bachelor's degree, Humanities
Stanford University
Certified Stanford Advance Project Manager, Advanced Project Management
New York University 2006 — 2006
Certified Executive & Organizational Coach, Executive & Organizational Coaching
West Avenue Capital May 2014 - Present
MetLife February 2010 - March 2014
Primastrong 2008 - 2014
John Hancock 2008 - 2008
Merrill Lynch 2007 - 2008
J.P. Morgan 2006 - 2007
J.P. Morgan 2005 - 2007
J.P. Morgan 2004 - 2006
Quail Ridge Ranch & Dressage School 2001 - 2004
Cantor Fitzgerald / eSpeed (Now BGC Partners) 2000 - 2001
Skills
Program Management, Leadership, Security, Data Center, Disaster Recovery, PMO, Fixed Income, Coaching, Governance, Budgets, Banking, Virtualization, Oracle, Financial Services, Emerging Markets, Infrastructure, Credit Derivatives, Securities, Strategy, Restructuring, Management, Risk Management, Derivatives, Project Management, IT Strategy, Vendor Management, Process Improvement, Business Development, Enterprise Software, Consulting, Training, Portfolio Management, Executive Management, Strategic Planning, Organizational..., Business Analysis, SDLC, Business Process..., Entrepreneurship, Project Portfolio..., Leadership Development, Management Consulting, Change Management, Business Intelligence, Outsourcing, Software Project..., PMP, Requirements Analysis
Education
University of California, Berkeley 1985 — 1989
Bachelor's degree, Humanities
Stanford University
Certified Stanford Advance Project Manager, Advanced Project Management
New York University 2006 — 2006
Certified Executive & Organizational Coach, Executive & Organizational Coaching
Louis J. Emmanuele Louis J. Emmanuele's Merrill Lynch Experience June 2008 - September 2008
Job Director, Revenue Operations & Strategy at Univision Communications Inc.
Industry Online Media
Experience
Univision Communications Inc. March 2015 - Present
Univision Communications Inc. February 2014 - Present
Univision Communications, Inc. January 2013 - January 2014
Univision Communications Inc. January 2012 - January 2013
Univision Communications Inc. August 2010 - January 2012
Merrill Lynch June 2008 - September 2008
Skills
Bilingual..., HTML / Java Experience, Advanced Microsoft..., Advanced Microsoft..., PowerPoint, Data Analysis, Microsoft Excel, Social Media, Analytics, Web Analytics, Social Media Marketing, Project Management, Market Research, Digital Media, New Media, Salesforce.com, Marketing, Marketing Strategy, Online Advertising, Account Management, Team Leadership, Digital Marketing, Spanish, Microsoft Office, Business Analysis, Advertising, Negotiation, Social Networking, Online Marketing, E-commerce, Mobile Marketing, Digital Strategy, Leadership, Strategy, Public Relations, Facebook, SEM, Media Planning, Integrated Marketing, Entrepreneurship, Strategic Partnerships, Media Buying, Google Analytics, Omniture, Mobile Devices, Advertising Sales, SEO, Mobile Advertising, comScore, Marketing Communications
Education
New York University 2006 — 2010
Bachelor of Arts (BA), Economics, Business Studies
New York University, Stern School of Business 2006 — 2010
Business Studies Minor
Univision Communications Inc. March 2015 - Present
Univision Communications Inc. February 2014 - Present
Univision Communications, Inc. January 2013 - January 2014
Univision Communications Inc. January 2012 - January 2013
Univision Communications Inc. August 2010 - January 2012
Merrill Lynch June 2008 - September 2008
Skills
Bilingual..., HTML / Java Experience, Advanced Microsoft..., Advanced Microsoft..., PowerPoint, Data Analysis, Microsoft Excel, Social Media, Analytics, Web Analytics, Social Media Marketing, Project Management, Market Research, Digital Media, New Media, Salesforce.com, Marketing, Marketing Strategy, Online Advertising, Account Management, Team Leadership, Digital Marketing, Spanish, Microsoft Office, Business Analysis, Advertising, Negotiation, Social Networking, Online Marketing, E-commerce, Mobile Marketing, Digital Strategy, Leadership, Strategy, Public Relations, Facebook, SEM, Media Planning, Integrated Marketing, Entrepreneurship, Strategic Partnerships, Media Buying, Google Analytics, Omniture, Mobile Devices, Advertising Sales, SEO, Mobile Advertising, comScore, Marketing Communications
Education
New York University 2006 — 2010
Bachelor of Arts (BA), Economics, Business Studies
New York University, Stern School of Business 2006 — 2010
Business Studies Minor
Richard Ungar Richard Ungar's Merrill Lynch Experience October 2005 - May 2008
Job Dodd FrankArchival Client Engagenent Consultant at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2014 - Present
Richard Ungar Associates January 1990 - Present
Pershing, a BNY Mellon company December 2013 - July 2014
Morgan Stanley February 2012 - June 2013
New Era Solutions August 2011 - February 2012
Credit Suisse April 2011 - July 2011
B&H Photo Video May 2008 - January 2011
Yourdon / Teltech 1984 - 2011
Merrill Lynch October 2005 - May 2008
Citi February 2005 - August 2005
Skills
Project Governance, Project Reporting, Dependency Management, Issues Resolution, Management Presentations, Priority Management, Detail Design, Information Gathering, Project Turnaround, Full SDLC, Business Logic, Business Analysis, SDLC, PMO, User Acceptance Testing, Business Process, Vendor Management, Process Engineering, Resource Management, MS Project, Project Planning, Process Improvement, Quality Assurance, Team Leadership, Software Project..., Integration, Change Management, Testing, Management Consulting, Team Management, Program Management, Project Portfolio..., Risk Management, Documentation, Requirements Analysis, Business Management, Business Process..., Analysis, Mentoring, Team Building, Risk, Portfolio Management, Customer Relations, Planning, Visio, ERP, Quality Center, Project Delivery, Problem Solving, Risk Mitigation
Education
New York University 1973 — 1975
MBA, Computer Applications & Information Services
Pratt Institute 1968 — 1969
CDP, IT
IBM 1979 — 1979
CD, Strategic Planning
Bank of America September 2014 - Present
Richard Ungar Associates January 1990 - Present
Pershing, a BNY Mellon company December 2013 - July 2014
Morgan Stanley February 2012 - June 2013
New Era Solutions August 2011 - February 2012
Credit Suisse April 2011 - July 2011
B&H Photo Video May 2008 - January 2011
Yourdon / Teltech 1984 - 2011
Merrill Lynch October 2005 - May 2008
Citi February 2005 - August 2005
Skills
Project Governance, Project Reporting, Dependency Management, Issues Resolution, Management Presentations, Priority Management, Detail Design, Information Gathering, Project Turnaround, Full SDLC, Business Logic, Business Analysis, SDLC, PMO, User Acceptance Testing, Business Process, Vendor Management, Process Engineering, Resource Management, MS Project, Project Planning, Process Improvement, Quality Assurance, Team Leadership, Software Project..., Integration, Change Management, Testing, Management Consulting, Team Management, Program Management, Project Portfolio..., Risk Management, Documentation, Requirements Analysis, Business Management, Business Process..., Analysis, Mentoring, Team Building, Risk, Portfolio Management, Customer Relations, Planning, Visio, ERP, Quality Center, Project Delivery, Problem Solving, Risk Mitigation
Education
New York University 1973 — 1975
MBA, Computer Applications & Information Services
Pratt Institute 1968 — 1969
CDP, IT
IBM 1979 — 1979
CD, Strategic Planning
Julie Biel, CFA Julie Biel, CFA's Merrill Lynch Experience March 2004 - July 2007
Job Research Analyst at Kayne Anderson Rudnick
Industry Nonprofit Organization Management
Experience
Kayne Anderson Rudnick June 2013 - Present
Imperial Capital Bank April 2012 - June 2013
Bloomberg Foundation: C40 Climate Leadership Group January 2011 - April 2012
Los Angeles Mayor's Office of Economic and Business Policy January 2010 - December 2010
Huntington Holdings August 2009 - January 2010
Lehman Brothers June 2008 - September 2008
Merrill Lynch March 2004 - July 2007
Skills
Technical Analysis, Equities, Valuation, Due Diligence, Financial Modeling, Change Management, Financial Forecasting, Corporate Development, Corporate Finance, Strategy, Business Development, Financial Analysis, Program Management, Strategic Planning, Finance, Analysis, Management, Portfolio Management, Mergers & Acquisitions, Forecasting, Asset Management, Investments
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship
New York University 2001 — 2003
BA, Economics and Psychology
Kayne Anderson Rudnick June 2013 - Present
Imperial Capital Bank April 2012 - June 2013
Bloomberg Foundation: C40 Climate Leadership Group January 2011 - April 2012
Los Angeles Mayor's Office of Economic and Business Policy January 2010 - December 2010
Huntington Holdings August 2009 - January 2010
Lehman Brothers June 2008 - September 2008
Merrill Lynch March 2004 - July 2007
Skills
Technical Analysis, Equities, Valuation, Due Diligence, Financial Modeling, Change Management, Financial Forecasting, Corporate Development, Corporate Finance, Strategy, Business Development, Financial Analysis, Program Management, Strategic Planning, Finance, Analysis, Management, Portfolio Management, Mergers & Acquisitions, Forecasting, Asset Management, Investments
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship
New York University 2001 — 2003
BA, Economics and Psychology
Lenny Buzik Lenny Buzik's Merrill Lynch Experience June 2003 - September 2004
Job VP of Sales, Walmart at Yowie North America, Inc.
Industry Consumer Goods
Experience
Yowie North America, Inc. September 2015 - Present
Mars August 2014 - August 2015
Mars September 2013 - August 2014
The Nielsen Company July 2013 - September 2013
The Nielsen Company August 2012 - June 2013
Credit Suisse July 2010 - March 2012
Credit Suisse June 2009 - August 2009
Consumer Testing Laboratories, Inc. September 2007 - July 2008
Nexis Capital LLC June 2005 - August 2007
Merrill Lynch June 2003 - September 2004
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
New York University 2001 — 2005
B.S.
Yowie North America, Inc. September 2015 - Present
Mars August 2014 - August 2015
Mars September 2013 - August 2014
The Nielsen Company July 2013 - September 2013
The Nielsen Company August 2012 - June 2013
Credit Suisse July 2010 - March 2012
Credit Suisse June 2009 - August 2009
Consumer Testing Laboratories, Inc. September 2007 - July 2008
Nexis Capital LLC June 2005 - August 2007
Merrill Lynch June 2003 - September 2004
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
New York University 2001 — 2005
B.S.
Donna Pacanovsky, PE Donna Pacanovsky, PE's Merrill Lynch Experience 1987 - 1989
Job Senior Civil Engineer/Supervisor at Seattle Public Utilities/System Operation Planning & Analysis
Industry Civil Engineering
Experience
Seattle Public Utilities/System Operation Planning & Analysis June 2013 - Present
University of Washington June 2012 - June 2013
HDR March 2012 - August 2012
SAIC (formerly R. W. Beck) 2009 - 2012
R. W. Beck 1999 - 2009
CH2M HILL 1994 - 1999
Seattle Water Department 1993 - 1994
Prudential Bache Securities 1989 - 1990
Merrill Lynch 1987 - 1989
US Trust 1984 - 1987
Skills
Project Management, Business Intelligence, Data Analysis, .NET, Microsoft SQL Server, Data Mining, Sewer, Water, Hydrology, Water Resources, Hydraulics, Environmental Compliance, Water Supply, Stormwater Management
Education
University of Washington 2012 — 2013
Certificate, .Net Development
University of Washington 2012 — 2013
Certificate, Business Intelligence: Techniques for Decision Making
University of Washington 1990 — 1993
MSE, Engineering
New York University 1984 — 1985
Diploma, Computer Technology
Quinnipiac University 1975 — 1979
BS, Environmental Health Technology
Seattle Public Utilities/System Operation Planning & Analysis June 2013 - Present
University of Washington June 2012 - June 2013
HDR March 2012 - August 2012
SAIC (formerly R. W. Beck) 2009 - 2012
R. W. Beck 1999 - 2009
CH2M HILL 1994 - 1999
Seattle Water Department 1993 - 1994
Prudential Bache Securities 1989 - 1990
Merrill Lynch 1987 - 1989
US Trust 1984 - 1987
Skills
Project Management, Business Intelligence, Data Analysis, .NET, Microsoft SQL Server, Data Mining, Sewer, Water, Hydrology, Water Resources, Hydraulics, Environmental Compliance, Water Supply, Stormwater Management
Education
University of Washington 2012 — 2013
Certificate, .Net Development
University of Washington 2012 — 2013
Certificate, Business Intelligence: Techniques for Decision Making
University of Washington 1990 — 1993
MSE, Engineering
New York University 1984 — 1985
Diploma, Computer Technology
Quinnipiac University 1975 — 1979
BS, Environmental Health Technology
Amanda Lenok Amanda Lenok's Merrill Lynch Experience March 2007 - June 2007
Job Manager at Deloitte & Touche, LLP
Industry Financial Services
Experience
Deloitte & Touche November 2010 - Present
FINRA June 2007 - November 2010
Merrill Lynch March 2007 - June 2007
Morgan Stanley Smith Barney September 2006 - December 2006
Skills
Financial Risk, Banking, Financial Modeling, Microsoft Office, Corporate Finance, Valuation, Management, Securities
Education
New York University 2003 — 2007
BA, Economics
Deloitte & Touche November 2010 - Present
FINRA June 2007 - November 2010
Merrill Lynch March 2007 - June 2007
Morgan Stanley Smith Barney September 2006 - December 2006
Skills
Financial Risk, Banking, Financial Modeling, Microsoft Office, Corporate Finance, Valuation, Management, Securities
Education
New York University 2003 — 2007
BA, Economics
Samuel Atri Samuel Atri's Merrill Lynch Experience June 2007 - August 2007
Job Sports Professional
Industry Sports
Experience
Playing2 2012 - Present
Scholarship for Athletes January 2011 - Present
San Diego Foreign Trade Zone INC September 2008 - March 2010
Total Fitness Club and Spa May 2005 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Sports, Sports Marketing, Sports Management, Social Media, Marketing Strategy, Marketing, Baseball, Event Management, Event Planning, Ticket Sales, Social Media Marketing, Athletics, Sponsorship Sales, Strategic Planning, Market Research, Sponsorship, Management, Spanish
Education
New York University 2013 — 2015
Master of Science (MS), Sports Business
University of San Diego 2004 — 2008
BA, Business Administration
Playing2 2012 - Present
Scholarship for Athletes January 2011 - Present
San Diego Foreign Trade Zone INC September 2008 - March 2010
Total Fitness Club and Spa May 2005 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Sports, Sports Marketing, Sports Management, Social Media, Marketing Strategy, Marketing, Baseball, Event Management, Event Planning, Ticket Sales, Social Media Marketing, Athletics, Sponsorship Sales, Strategic Planning, Market Research, Sponsorship, Management, Spanish
Education
New York University 2013 — 2015
Master of Science (MS), Sports Business
University of San Diego 2004 — 2008
BA, Business Administration
Sandy Gabriel Sandy Gabriel's Merrill Lynch Experience December 2006 - December 2007
Job Business Continuity Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse March 2010 - Present
Credit Suisse October 2008 - 2010
HP December 2006 - December 2007
Merrill Lynch December 2006 - December 2007
Credit Suisse First Boston July 2001 - November 2002
Lucent Technologies 1995 - 2001
Skills
Business Continuity, Business Analysis, Audit, SOX, Risk Management, Project Portfolio..., Solution Design, Planning, Vendor Management, Auditing, Business Continuity..., Business Process..., Disaster Recovery, Integration, Project Management, Project Planning, Sarbanes-Oxley Act, Solution Architecture, Information Technology, IT Strategy
Education
Stevens Institute of Technology 1999 — 2000
Master Certification, Project Management
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
B.A.
New York University 1992 — 1994
A.A., Art
Credit Suisse March 2010 - Present
Credit Suisse October 2008 - 2010
HP December 2006 - December 2007
Merrill Lynch December 2006 - December 2007
Credit Suisse First Boston July 2001 - November 2002
Lucent Technologies 1995 - 2001
Skills
Business Continuity, Business Analysis, Audit, SOX, Risk Management, Project Portfolio..., Solution Design, Planning, Vendor Management, Auditing, Business Continuity..., Business Process..., Disaster Recovery, Integration, Project Management, Project Planning, Sarbanes-Oxley Act, Solution Architecture, Information Technology, IT Strategy
Education
Stevens Institute of Technology 1999 — 2000
Master Certification, Project Management
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
B.A.
New York University 1992 — 1994
A.A., Art
Zach Friedland Zach Friedland's Merrill Lynch Experience July 2006 - August 2008
Job Morgan Stanley, Associate Investment Banking
Industry Investment Banking
Experience
Morgan Stanley August 2012 - Present
UCLA Anderson School of Management September 2010 - June 2012
Morgan Stanley June 2011 - August 2011
Investcorp August 2008 - August 2010
Merrill Lynch July 2006 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Investments, Venture Capital, Equity Research, Equities, DCF, LBO, Capital Markets, Mergers
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Management
New York University 2002 — 2006
Bachelor's Degree, Economics
Morgan Stanley August 2012 - Present
UCLA Anderson School of Management September 2010 - June 2012
Morgan Stanley June 2011 - August 2011
Investcorp August 2008 - August 2010
Merrill Lynch July 2006 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Investments, Venture Capital, Equity Research, Equities, DCF, LBO, Capital Markets, Mergers
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Management
New York University 2002 — 2006
Bachelor's Degree, Economics
Scott Waltmann's Merrill Lynch Experience 2011 - 2014
Job Finance / Executive Sourcing Professional
Industry Financial Services
Experience
Aetna June 2014 - October 2014
Merrill Lynch 2011 - 2014
SRW Investment Management 2006 - 2011
Wonder Creations LLC 2006 - 2011
Piper Jaffray 2003 - 2006
Merrill Lynch 1997 - 2003
Skills
Executive Search, Private Equity, Investments, Equity Research, Equities, Finance, Financial Services, Corporate Finance, Analysis, Strategic Financial..., Emerging Markets, Asset Management, Financial Modeling, Wealth Management, Due Diligence, Investor Relations, Investment Banking, Banking, Asset Allocation, Trading, Strategic Planning, Management, Budgets, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Derivatives, Capital Markets, Venture Capital, Valuation, Negotiation, Employee Stock Options, Options Strategies, Equity Trading, LinkedIn Recruiter, Salesforce.com, Microsoft Office, Financial Planning
Education
New York University
Certificate in Film Making (SCPS), Film, Video, & Broadcasting
University of South Carolina - The Moore School of Business
BSBA, Finance / Real Estate
Aetna June 2014 - October 2014
Merrill Lynch 2011 - 2014
SRW Investment Management 2006 - 2011
Wonder Creations LLC 2006 - 2011
Piper Jaffray 2003 - 2006
Merrill Lynch 1997 - 2003
Skills
Executive Search, Private Equity, Investments, Equity Research, Equities, Finance, Financial Services, Corporate Finance, Analysis, Strategic Financial..., Emerging Markets, Asset Management, Financial Modeling, Wealth Management, Due Diligence, Investor Relations, Investment Banking, Banking, Asset Allocation, Trading, Strategic Planning, Management, Budgets, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Derivatives, Capital Markets, Venture Capital, Valuation, Negotiation, Employee Stock Options, Options Strategies, Equity Trading, LinkedIn Recruiter, Salesforce.com, Microsoft Office, Financial Planning
Education
New York University
Certificate in Film Making (SCPS), Film, Video, & Broadcasting
University of South Carolina - The Moore School of Business
BSBA, Finance / Real Estate
Edgar Dollin Edgar Dollin's Merrill Lynch Experience March 2007 - December 2008
Job Technical Consultant at Guidewire
Industry Computer Software
Experience
Guidewire Software March 2013 - Present
Bank of America January 2009 - Present
Merrill Lynch March 2007 - December 2008
NC Administrative Office of the Courts 2006 - 2007
Administrative Office of NC Courts 2006 - 2007
Blue Moose Software, LLC January 2002 - December 2006
Perry H. Koplik and Sons, Inc. 1983 - 2001
Perry H Koplik & Sons 1983 - 2000
Datamatics Management Services, Inc. 1992 - 1993
Education
New York University 1985 — 1990
Master of Science (M.S.), Computer Science
Webb Institute
Bachelor of Science (B.S.), Naval Architecture and Marine Engineering
Guidewire Software March 2013 - Present
Bank of America January 2009 - Present
Merrill Lynch March 2007 - December 2008
NC Administrative Office of the Courts 2006 - 2007
Administrative Office of NC Courts 2006 - 2007
Blue Moose Software, LLC January 2002 - December 2006
Perry H. Koplik and Sons, Inc. 1983 - 2001
Perry H Koplik & Sons 1983 - 2000
Datamatics Management Services, Inc. 1992 - 1993
Education
New York University 1985 — 1990
Master of Science (M.S.), Computer Science
Webb Institute
Bachelor of Science (B.S.), Naval Architecture and Marine Engineering
Pablo Colon's Merrill Lynch Experience May 2000 - August 2006
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
Morgan Stanley April 2008 - August 2012
UBS Investment Bank May 2007 - April 2008
FYI Solutions (FYI Systems, Inc.) October 2006 - May 2007
Merrill Lynch May 2000 - August 2006
Skills
Project Management, Program Management, Strategic Planning, Project Portfolio..., PMO, Team Leadership, Business Analysis, SDLC, Relationship Management, Business Process...
Education
New York University
Bachelor of Science, Business Leadership and Management
Morgan Stanley April 2008 - August 2012
UBS Investment Bank May 2007 - April 2008
FYI Solutions (FYI Systems, Inc.) October 2006 - May 2007
Merrill Lynch May 2000 - August 2006
Skills
Project Management, Program Management, Strategic Planning, Project Portfolio..., PMO, Team Leadership, Business Analysis, SDLC, Relationship Management, Business Process...
Education
New York University
Bachelor of Science, Business Leadership and Management
Yili Lin Yili Lin's Merrill Lynch Experience January 2012 - April 2012
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Merrill Lynch January 2012 - April 2012
New York University October 2011 - February 2012
United Nations May 2011 - September 2011
Skills
Logical Approach, Macro, VBA, PowerPoint, Access, Financial Reporting, Financial Analysis, Mutual Funds
Education
New York University 2010 — 2012
MS, Management
Shanghai University of Finance and Economics 2006 — 2010
BS, Economics
Morgan Stanley July 2012 - Present
Merrill Lynch January 2012 - April 2012
New York University October 2011 - February 2012
United Nations May 2011 - September 2011
Skills
Logical Approach, Macro, VBA, PowerPoint, Access, Financial Reporting, Financial Analysis, Mutual Funds
Education
New York University 2010 — 2012
MS, Management
Shanghai University of Finance and Economics 2006 — 2010
BS, Economics
Andrew Laracy's Merrill Lynch Experience March 2014 - September 2014
Job Economic Research Assistant at Haver Analytics
Industry Financial Services
Experience
Haver Analytics May 2015 - Present
Merrill Lynch March 2014 - September 2014
Longo de Puerto Rico May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Research, Economics, Social Media, Salesforce.com, Portfolio Management
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Haver Analytics May 2015 - Present
Merrill Lynch March 2014 - September 2014
Longo de Puerto Rico May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Research, Economics, Social Media, Salesforce.com, Portfolio Management
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Laura Glotzbach Scala Laura Glotzbach Scala's Merrill Lynch Experience June 1997 - October 1998
Job Strategic Marketing Analyst / Career Coach and Trainer
Industry Marketing and Advertising
Experience
LGS Marketing Services September 2009 - Present
Neo@ogilvy January 2007 - November 2009
Freelance September 2006 - December 2006
Wunderman/Mec Interaction June 2006 - August 2006
Wunderman/MEC Interaction June 2004 - June 2006
Wunderman/MEC Interaction January 2002 - June 2004
Wunderman October 1999 - January 2002
Wunderman October 1998 - October 1999
Merrill Lynch June 1997 - October 1998
Skills
Website Development, Integrated Marketing, Mobile Marketing, Digital Strategy, Digital Marketing, Training, Career Development..., Facilitators, Training Facilitation, Analytics, Multi-channel Marketing, Direct Response, Direct Marketing, Direct Response..., Management, Team Leadership, Team-oriented, Virtual Teams, Marketing Strategy, Online Advertising, Online & Offline Media, Channel Optimization, Online Lead Generation, Media Planning, Non-Profit Marketing, Campaign Managment, Career Strategist, CRM, Tableau, Media Strategy, B2B Marketing, Email Marketing, Marketing, Web Analytics, SEO, E-commerce, Advertising, Strategy, Strategic Partnerships
Education
New York University 2010 — 2011
Certificate, Training
Rider University 1993 — 1997
Bachelor of Science in Business Adminstration, Advertising
LGS Marketing Services September 2009 - Present
Neo@ogilvy January 2007 - November 2009
Freelance September 2006 - December 2006
Wunderman/Mec Interaction June 2006 - August 2006
Wunderman/MEC Interaction June 2004 - June 2006
Wunderman/MEC Interaction January 2002 - June 2004
Wunderman October 1999 - January 2002
Wunderman October 1998 - October 1999
Merrill Lynch June 1997 - October 1998
Skills
Website Development, Integrated Marketing, Mobile Marketing, Digital Strategy, Digital Marketing, Training, Career Development..., Facilitators, Training Facilitation, Analytics, Multi-channel Marketing, Direct Response, Direct Marketing, Direct Response..., Management, Team Leadership, Team-oriented, Virtual Teams, Marketing Strategy, Online Advertising, Online & Offline Media, Channel Optimization, Online Lead Generation, Media Planning, Non-Profit Marketing, Campaign Managment, Career Strategist, CRM, Tableau, Media Strategy, B2B Marketing, Email Marketing, Marketing, Web Analytics, SEO, E-commerce, Advertising, Strategy, Strategic Partnerships
Education
New York University 2010 — 2011
Certificate, Training
Rider University 1993 — 1997
Bachelor of Science in Business Adminstration, Advertising
Katherine Yahiel's Merrill Lynch Experience June 2013 - August 2013
Job Business Analyst at Cisco
Industry Financial Services
Experience
Cisco July 2015 - Present
David Yurman June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Ish Entertainment September 2012 - December 2012
Aflac May 2012 - August 2012
Miami City Ballet School August 2009 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Accounting, Research, Economics, Data Analysis, Market Research, Marketing, Event Planning, Facebook, Social Networking, Leadership
Education
New York University 2011 — 2015
Bachelors, Economics and Business
Miami Beach Senior High School 2009 — 2011
High School Diploma
McLean High School 2007 — 2009
Cisco July 2015 - Present
David Yurman June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Ish Entertainment September 2012 - December 2012
Aflac May 2012 - August 2012
Miami City Ballet School August 2009 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Accounting, Research, Economics, Data Analysis, Market Research, Marketing, Event Planning, Facebook, Social Networking, Leadership
Education
New York University 2011 — 2015
Bachelors, Economics and Business
Miami Beach Senior High School 2009 — 2011
High School Diploma
McLean High School 2007 — 2009
Scott Fishkind Scott Fishkind's Merrill Lynch Experience February 2007 - December 2008
Job Capital markets and CRE
Industry Real Estate
Experience
Mission Peak Capital March 2014 - Present
CWCapital Asset Management September 2009 - March 2014
Park Bridge Financial March 2009 - August 2009
Merrill Lynch February 2007 - December 2008
Ernst & Young October 2005 - February 2007
Skills
CMBS, Asset Management, Loans, Real Estate, Underwriting, Valuation, Securitization, Banking, Credit, Portfolio Management, Debt, Investments, Investment Banking, Commercial Lending, Mergers & Acquisitions, Commercial Real Estate, Asset Managment, REO
Education
New York Law School 2002 — 2005
JD
University of Miami - School of Business 1998 — 2002
BBA, Marketing
Mission Peak Capital March 2014 - Present
CWCapital Asset Management September 2009 - March 2014
Park Bridge Financial March 2009 - August 2009
Merrill Lynch February 2007 - December 2008
Ernst & Young October 2005 - February 2007
Skills
CMBS, Asset Management, Loans, Real Estate, Underwriting, Valuation, Securitization, Banking, Credit, Portfolio Management, Debt, Investments, Investment Banking, Commercial Lending, Mergers & Acquisitions, Commercial Real Estate, Asset Managment, REO
Education
New York Law School 2002 — 2005
JD
University of Miami - School of Business 1998 — 2002
BBA, Marketing
Elaine Chui Elaine Chui's Merrill Lynch Experience November 2006 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
NYFIX, Inc July 2003 - November 2006
Renaissance Trading Technologies, LLC October 2002 - July 2003
Robertson Stephens March 2000 - July 2002
JP Morgan June 1992 - March 2000
Education
New York University
Computer Science
Merrill Lynch November 2006 - Present
NYFIX, Inc July 2003 - November 2006
Renaissance Trading Technologies, LLC October 2002 - July 2003
Robertson Stephens March 2000 - July 2002
JP Morgan June 1992 - March 2000
Education
New York University
Computer Science
Kim Ip Kim Ip's Merrill Lynch Experience 2002 - 2008
Job First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management January 2013 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch 2002 - 2008
Lehman Brothers Holdings Inc. 1998 - 2002
Skills
Asset Managment, Investments, Venture Capital, Financial Modeling, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Banking, Private Equity, Asset Allocation, Wealth Management
Education
New York University 1991 — 1993
MBA, Finance
First Republic Investment Management January 2013 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch 2002 - 2008
Lehman Brothers Holdings Inc. 1998 - 2002
Skills
Asset Managment, Investments, Venture Capital, Financial Modeling, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Banking, Private Equity, Asset Allocation, Wealth Management
Education
New York University 1991 — 1993
MBA, Finance
Inbar Robbins Inbar Robbins's Merrill Lynch Experience 2000 - 2002
Job Hebrew School Principal at Perrineville Jewish Center
Industry Information Technology and Services
Experience
Perrineville Jewish Center January 2014 - Present
4 BIZ LLC June 2008 - Present
Kreppel Tax Advisory Group January 2010 - March 2010
Merrill Lynch & Co April 2000 - December 2002
Merrill Lynch 2000 - 2002
Merrill Lynch Investment Managers 2000 - 2002
OFFITBANK, A Wachovia Company November 1999 - April 2000
Interpublic Group of Companies August 1999 - October 1999
Salomon Smith Barney Holdings, Inc July 1996 - August 1999
American Historical Publications December 1993 - August 1995
Education
New York University 1997 — 1998
MA, Communication Arts and Media
Queens College 1994 — 1996
BA, Communication Arts and Media
University of Massachusetts, Amherst 1992 — 1994
Associates, Communications
Queens College
Bachelor of Arts, Communication Arts and Media
University of Massachusetts, Amherst
Communications Arts and Media Major
Perrineville Jewish Center January 2014 - Present
4 BIZ LLC June 2008 - Present
Kreppel Tax Advisory Group January 2010 - March 2010
Merrill Lynch & Co April 2000 - December 2002
Merrill Lynch 2000 - 2002
Merrill Lynch Investment Managers 2000 - 2002
OFFITBANK, A Wachovia Company November 1999 - April 2000
Interpublic Group of Companies August 1999 - October 1999
Salomon Smith Barney Holdings, Inc July 1996 - August 1999
American Historical Publications December 1993 - August 1995
Education
New York University 1997 — 1998
MA, Communication Arts and Media
Queens College 1994 — 1996
BA, Communication Arts and Media
University of Massachusetts, Amherst 1992 — 1994
Associates, Communications
Queens College
Bachelor of Arts, Communication Arts and Media
University of Massachusetts, Amherst
Communications Arts and Media Major
Vitaly Polovit Vitaly Polovit's Merrill Lynch Experience 1998 - 2000
Job Senior Software Engineer at FactSet Research Systems
Industry Computer Software
Experience
FactSet Research Systems April 2000 - Present
Merrill Lynch 1998 - 2000
Skills
Software Development, AJAX, MySQL, Perl, JavaScript, CSS, C++, HTML, Linux, ColdFusion, JSON, DHTML, Web Applications, Application Development
Education
New York University 2000 — 2002
Software Development
FactSet Research Systems April 2000 - Present
Merrill Lynch 1998 - 2000
Skills
Software Development, AJAX, MySQL, Perl, JavaScript, CSS, C++, HTML, Linux, ColdFusion, JSON, DHTML, Web Applications, Application Development
Education
New York University 2000 — 2002
Software Development
David Halek's Merrill Lynch Experience 1983 - 1990
Job Vice President Integrated Marketing | Institutional Advancement Leader | Customer Insights for High Growth Organizations
Industry Marketing and Advertising
Experience
Western Connecticut State University 2010 - Present
Artifact Marketing Group, LLC 2004 - Present
Fairfield County Communications Association June 2012 - November 2013
Aux Delices - Foods by Debra Ponzek 2002 - 2004
Peppers & Rogers Group 1999 - 2001
Prudential Financial 1998 - 1999
Prudential Financial 1994 - 1998
Prudential Financial 1990 - 1994
Merrill Lynch 1983 - 1990
Skills
Integrated Marketing, Digital Marketing, CRM, Digital Strategy, Direct Marketing, Analytics, Marketing Communications, Marketing Strategy, Multi-channel Marketing, Cross-functional Team..., Strategic Planning, Interactive Marketing, Corporate Branding, Lead Generation, CRM software, Customer Acquisition, Customer Insight, Customer Engagement, Email Marketing, Marketing Automation, One-to-one Marketing, Project Execution, Management Consulting, Social Media Marketing, Mobile Marketing, SEM, PPC, Digital Media, Web Analytics, Google Analytics, Google Adwords, Advertising, New Business Development, Content Strategy, Blogging, Mentoring, User Experience, Web Project Management, Data Visualization, Emerging Markets, Customer Segmentation..., Competitive Analysis, Major Donor Cultivation, Raiser's Edge, Salesforce.com, Microsoft Excel, Adobe Design Programs, Technology, Knowledge Management, Fundraising
Education
New York University 2012 — 2013
Digital Media Marketing
University of Rochester 1972 — 1976
BA, Psychology
University of Florida 1976 — 1979
Ed.S., M.Ed., Higher Education Administration
Western Connecticut State University 2010 - Present
Artifact Marketing Group, LLC 2004 - Present
Fairfield County Communications Association June 2012 - November 2013
Aux Delices - Foods by Debra Ponzek 2002 - 2004
Peppers & Rogers Group 1999 - 2001
Prudential Financial 1998 - 1999
Prudential Financial 1994 - 1998
Prudential Financial 1990 - 1994
Merrill Lynch 1983 - 1990
Skills
Integrated Marketing, Digital Marketing, CRM, Digital Strategy, Direct Marketing, Analytics, Marketing Communications, Marketing Strategy, Multi-channel Marketing, Cross-functional Team..., Strategic Planning, Interactive Marketing, Corporate Branding, Lead Generation, CRM software, Customer Acquisition, Customer Insight, Customer Engagement, Email Marketing, Marketing Automation, One-to-one Marketing, Project Execution, Management Consulting, Social Media Marketing, Mobile Marketing, SEM, PPC, Digital Media, Web Analytics, Google Analytics, Google Adwords, Advertising, New Business Development, Content Strategy, Blogging, Mentoring, User Experience, Web Project Management, Data Visualization, Emerging Markets, Customer Segmentation..., Competitive Analysis, Major Donor Cultivation, Raiser's Edge, Salesforce.com, Microsoft Excel, Adobe Design Programs, Technology, Knowledge Management, Fundraising
Education
New York University 2012 — 2013
Digital Media Marketing
University of Rochester 1972 — 1976
BA, Psychology
University of Florida 1976 — 1979
Ed.S., M.Ed., Higher Education Administration
Jessica Calvo Jessica Calvo's Merrill Lynch Experience December 2007 - January 2009
Job Associate at Hamilton Miller & Birthisel
Industry Law Practice
Experience
Hamilton Miller & Birthisel January 2011 - February 2014
Kurzban Kurzban Weinger and Tetzeli, P.A. August 2009 - January 2011
Merrill Lynch December 2007 - January 2009
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Personal Injury, Insurance Law, Trial Practice
Education
New York Law School 2004 — 2007
JD
Pace University - Lubin School of Business 2000 — 2004
BBS, International Management
Hamilton Miller & Birthisel January 2011 - February 2014
Kurzban Kurzban Weinger and Tetzeli, P.A. August 2009 - January 2011
Merrill Lynch December 2007 - January 2009
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Personal Injury, Insurance Law, Trial Practice
Education
New York Law School 2004 — 2007
JD
Pace University - Lubin School of Business 2000 — 2004
BBS, International Management
David Braccia's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
Quotidian Ventures July 2014 - August 2014
Nestio May 2013 - May 2014
New Frontier Capital Advisors May 2013 - August 2013
StoneCastle Partners September 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Venture Capital, Capital Markets, Market Research, Entrepreneurship, Analytics, Christmas cards, Investments, Mergers & Acquisitions, Strategy, Corporate Finance
Education
New York University
Bachelor of Arts (B.A.), Economics, Management, and Politics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business Bridge Program
Quotidian Ventures July 2014 - August 2014
Nestio May 2013 - May 2014
New Frontier Capital Advisors May 2013 - August 2013
StoneCastle Partners September 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Venture Capital, Capital Markets, Market Research, Entrepreneurship, Analytics, Christmas cards, Investments, Mergers & Acquisitions, Strategy, Corporate Finance
Education
New York University
Bachelor of Arts (B.A.), Economics, Management, and Politics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business Bridge Program
Ana Paola Bou Ana Paola Bou's Merrill Lynch Experience March 2009 - November 2010
Job Attended New York University
Industry Financial Services
Experience
GBS Finanzas August 2013 - Present
Merrill Lynch March 2009 - November 2010
Merrill Lynch Casa de Blosa November 2008 - February 2009
Merrill Lynch Casa de Bolsa March 2008 - October 2008
Merrill Lynch April 2007 - February 2008
Skills
Series 7, Bloomberg, Equities, Fixed Income, Wealth Management, Investments, Mutual Funds, Financial Analysis, Asset Allocation, Portfolio Management, Microsoft Excel, Options, Hedge Funds, Risk Management, Financial Modeling, Finance, Alternative Investments
Education
NYU 2010 — 2012
Master of Science (MS), Management and Systems, Concentration: Strategy and Leadership
St. Mary's University 2002 — 2006
Bachelor of Business Administration (BBA), Corporate Finance/ Risk Management
GBS Finanzas August 2013 - Present
Merrill Lynch March 2009 - November 2010
Merrill Lynch Casa de Blosa November 2008 - February 2009
Merrill Lynch Casa de Bolsa March 2008 - October 2008
Merrill Lynch April 2007 - February 2008
Skills
Series 7, Bloomberg, Equities, Fixed Income, Wealth Management, Investments, Mutual Funds, Financial Analysis, Asset Allocation, Portfolio Management, Microsoft Excel, Options, Hedge Funds, Risk Management, Financial Modeling, Finance, Alternative Investments
Education
NYU 2010 — 2012
Master of Science (MS), Management and Systems, Concentration: Strategy and Leadership
St. Mary's University 2002 — 2006
Bachelor of Business Administration (BBA), Corporate Finance/ Risk Management
Paige P. Metzger, CFP®'s Merrill Lynch Experience 2005 - Present
Job Senior Financial Professional at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Summit Financial Resources 2002 - 2005
Donaldson, Lufkin & Jenrette 1990 - 1994
Shearson Lehman Hutton 1989 - 1990
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Banking, Mortgage Lending, Financial Modeling, Fixed Income, Portfolio Management, Equities, Capital Markets, Trading, Strategic Partnerships, Series 7, Wealth Management, Management, Retirement Planning, Series 63, Investments, Finance, Asset Allocation, Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Equity Research, Alternative Investments, Corporate Finance, Private Equity, High Net Worth..., Options, Series 24, Series 65, Financial Markets, Retirement, Financial Planners, Financial Services, Fixed Annuities, Valuation, IRAs, Hedge Funds, Strategic Financial..., Equity Trading, Financial Analysis, Loans, ETFs, Estate Planning, Derivatives, Bloomberg, Relationship Management, Asset Management, Risk Management, Investment Banking
Education
New York University 2003 — 2004
Certified Financial Planner Certification
Skidmore College 1982 — 1986
BS, Business
Richmond, The American International University in London 1985 — 1985
Finance, Marketing
Convent of the Sacred Heart 1969 — 1982
Merrill Lynch 2005 - Present
Summit Financial Resources 2002 - 2005
Donaldson, Lufkin & Jenrette 1990 - 1994
Shearson Lehman Hutton 1989 - 1990
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Banking, Mortgage Lending, Financial Modeling, Fixed Income, Portfolio Management, Equities, Capital Markets, Trading, Strategic Partnerships, Series 7, Wealth Management, Management, Retirement Planning, Series 63, Investments, Finance, Asset Allocation, Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Equity Research, Alternative Investments, Corporate Finance, Private Equity, High Net Worth..., Options, Series 24, Series 65, Financial Markets, Retirement, Financial Planners, Financial Services, Fixed Annuities, Valuation, IRAs, Hedge Funds, Strategic Financial..., Equity Trading, Financial Analysis, Loans, ETFs, Estate Planning, Derivatives, Bloomberg, Relationship Management, Asset Management, Risk Management, Investment Banking
Education
New York University 2003 — 2004
Certified Financial Planner Certification
Skidmore College 1982 — 1986
BS, Business
Richmond, The American International University in London 1985 — 1985
Finance, Marketing
Convent of the Sacred Heart 1969 — 1982
Tara Marie Hintz's Merrill Lynch Experience January 1994 - May 1996
Job Compliance Manager US Healthcare Supply LLC
Industry Health, Wellness and Fitness
Experience
US Healthcare Supply LLC August 2009 - Present
Stephenson Group June 1996 - March 2001
Merrill Lynch January 1994 - May 1996
Smith Barney Harris Upham July 1985 - January 1994
Skills
Medicare, Team Building, Software Documentation, Media Relations, Project Planning, Process Improvement, Insurance, Healthcare, System Administration, Strategic Planning, Marketing, Budgets, Program Management, Fundraising, Customer Service, Sales, Management, Social Media, Public Relations, Microsoft Office, Public Speaking
Education
New York University 1985 — 1987
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Rutgers University 1983 — 1985
Bachelor of Education (B.Ed.), Business/Managerial Economics
Voorhees High School 1977 — 1981
Philosophical foundations, Social and Philosophical Foundations of Education
US Healthcare Supply LLC August 2009 - Present
Stephenson Group June 1996 - March 2001
Merrill Lynch January 1994 - May 1996
Smith Barney Harris Upham July 1985 - January 1994
Skills
Medicare, Team Building, Software Documentation, Media Relations, Project Planning, Process Improvement, Insurance, Healthcare, System Administration, Strategic Planning, Marketing, Budgets, Program Management, Fundraising, Customer Service, Sales, Management, Social Media, Public Relations, Microsoft Office, Public Speaking
Education
New York University 1985 — 1987
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Rutgers University 1983 — 1985
Bachelor of Education (B.Ed.), Business/Managerial Economics
Voorhees High School 1977 — 1981
Philosophical foundations, Social and Philosophical Foundations of Education
Michael J. Fujii's Merrill Lynch Experience July 2004 - November 2007
Job Bay Reef Capital
Industry Investment Management
Experience
Bay Reef Capital November 2007 - Present
Merrill Lynch July 2004 - November 2007
Skills
Wealth Management, Securities, Asset Allocation, Trading, Series 7, Portfolio Management, Options, Investment Strategies, Hedge Funds, Fixed Income, Equities, Alternative Investments, Bloomberg, Technical Analysis, Commodity Markets, Foreign Currency, Investments
Education
New York University 2000 — 2002
M.A., Entertainment Business
University of Notre Dame 1994 — 1999
B.B.A., Marketing
Bay Reef Capital November 2007 - Present
Merrill Lynch July 2004 - November 2007
Skills
Wealth Management, Securities, Asset Allocation, Trading, Series 7, Portfolio Management, Options, Investment Strategies, Hedge Funds, Fixed Income, Equities, Alternative Investments, Bloomberg, Technical Analysis, Commodity Markets, Foreign Currency, Investments
Education
New York University 2000 — 2002
M.A., Entertainment Business
University of Notre Dame 1994 — 1999
B.B.A., Marketing
Joshua Zhang Joshua Zhang's Merrill Lynch Experience September 2012 - April 2013
Job Analyst at CapitalSpring
Industry Financial Services
Experience
CapitalSpring June 2013 - Present
Merrill Lynch September 2012 - April 2013
Zhang Family, Inc. June 2010 - August 2012
Skills
Finance, Investments, Fixed Income, Private Equity, Financial Modeling, Valuation, VBA, Venture Capital, Due Diligence, Financial Structuring, Microsoft Office, Restaurants, Microsoft Excel, Alternative Investments, Wealth Management, Salesforce.com, SQL, XML, Relational Databases
Education
New York University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Orchard Park High School 2006 — 2010
High School Diploma
CapitalSpring June 2013 - Present
Merrill Lynch September 2012 - April 2013
Zhang Family, Inc. June 2010 - August 2012
Skills
Finance, Investments, Fixed Income, Private Equity, Financial Modeling, Valuation, VBA, Venture Capital, Due Diligence, Financial Structuring, Microsoft Office, Restaurants, Microsoft Excel, Alternative Investments, Wealth Management, Salesforce.com, SQL, XML, Relational Databases
Education
New York University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Orchard Park High School 2006 — 2010
High School Diploma
Frank Cuccio Frank Cuccio's Merrill Lynch Experience September 1990 - August 1993
Job Shareholder at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C. March 2002 - Present
HoldBrothers 1998 - 2001
Bressler, Amery & Ross, P.C. May 1994 - June 1998
Bergen County Superior Court September 1993 - May 1994
Merrill Lynch September 1990 - August 1993
Merrill Lynch June 1987 - September 1990
Skills
Equities, Arbitration, Litigation, Options, Fixed Income, Derivatives, Trading, Insurance, Securities Regulation, Securities, FINRA, Commercial Litigation, Due Diligence, Class Actions, Civil Litigation, Mergers, Corporate Law, Mediation, Appeals, Employment Law, Trade Secrets, Securities Litigation, Financial Services, Bankruptcy, Corporate Governance, Mergers & Acquisitions, Alternative Dispute..., Product Liability, Litigation Management, Trials, Licensing, Litigation Support, Trial Practice, Legal Writing
Education
New York Law School 1989 — 1993
J.D.
Ramapo College of New Jersey 1981 — 1985
B.S., Business Administration
Ramapo High School 1977 — 1981
Bressler, Amery & Ross, P.C. March 2002 - Present
HoldBrothers 1998 - 2001
Bressler, Amery & Ross, P.C. May 1994 - June 1998
Bergen County Superior Court September 1993 - May 1994
Merrill Lynch September 1990 - August 1993
Merrill Lynch June 1987 - September 1990
Skills
Equities, Arbitration, Litigation, Options, Fixed Income, Derivatives, Trading, Insurance, Securities Regulation, Securities, FINRA, Commercial Litigation, Due Diligence, Class Actions, Civil Litigation, Mergers, Corporate Law, Mediation, Appeals, Employment Law, Trade Secrets, Securities Litigation, Financial Services, Bankruptcy, Corporate Governance, Mergers & Acquisitions, Alternative Dispute..., Product Liability, Litigation Management, Trials, Licensing, Litigation Support, Trial Practice, Legal Writing
Education
New York Law School 1989 — 1993
J.D.
Ramapo College of New Jersey 1981 — 1985
B.S., Business Administration
Ramapo High School 1977 — 1981
Karim Lynn Karim Lynn's Merrill Lynch Experience 1997 - 2006
Job JP Morgan Compliance
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
UBS Wealth Management 2006 - December 2014
Merrill Lynch 1997 - 2006
US Securities and Exchange Commission 1994 - 1997
Shea & Gould 1988 - 1994
Education
New York Law School 1985 — 1988
J.D. magna cum laude
New York University
B.S. cum laude
J.P. Morgan August 2014 - Present
UBS Wealth Management 2006 - December 2014
Merrill Lynch 1997 - 2006
US Securities and Exchange Commission 1994 - 1997
Shea & Gould 1988 - 1994
Education
New York Law School 1985 — 1988
J.D. magna cum laude
New York University
B.S. cum laude
Sarah Hawkins Regan Sarah Hawkins Regan's Merrill Lynch Experience June 2012 - Present
Job Vice President, Corporate Access, Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2012 - Present
Jefferies & Company April 2011 - May 2012
Sloane and Company June 2008 - April 2011
Skills
Press Releases, Equities, Equity Research, Investments, Investor Relations, Financial Markets, Securities, Marketing Communications, Series 7
Education
University of Virginia 2004 — 2008
Bachelor's degree
University of Virginia 2004 — 2008
Bachelor of Arts, Art History
New York University
Merrill Lynch June 2012 - Present
Jefferies & Company April 2011 - May 2012
Sloane and Company June 2008 - April 2011
Skills
Press Releases, Equities, Equity Research, Investments, Investor Relations, Financial Markets, Securities, Marketing Communications, Series 7
Education
University of Virginia 2004 — 2008
Bachelor's degree
University of Virginia 2004 — 2008
Bachelor of Arts, Art History
New York University
Justin Bellochio Justin Bellochio's Merrill Lynch Experience January 2011 - October 2011
Job Director of Sales Channel Development & Innovation at Independence Blue Cross
Industry Computer Software
Experience
Independence Blue Cross November 2012 - Present
Independence Blue Cross August 2011 - November 2012
Merrill Lynch January 2011 - October 2011
HP Enterprise Services September 2008 - November 2010
HP Enterprise Services September 2005 - November 2010
Buck Consultants January 2000 - September 2005
PwC 2000 - 2003
Skills
Business Analysis, PMO, Change Management, SDLC, Business Process, CRM, Program Management, Integration, Project Management, Project Delivery, Software Project..., Vendor Management, Budgets, Leadership, Management, Management Consulting, Risk Management, Strategy, Training
Education
Ridgefield Park HS 1995 — 2000
The Johns Hopkins University 1995 — 2000
Bachelor of Arts, Economics
New York University
Computer Science
Independence Blue Cross November 2012 - Present
Independence Blue Cross August 2011 - November 2012
Merrill Lynch January 2011 - October 2011
HP Enterprise Services September 2008 - November 2010
HP Enterprise Services September 2005 - November 2010
Buck Consultants January 2000 - September 2005
PwC 2000 - 2003
Skills
Business Analysis, PMO, Change Management, SDLC, Business Process, CRM, Program Management, Integration, Project Management, Project Delivery, Software Project..., Vendor Management, Budgets, Leadership, Management, Management Consulting, Risk Management, Strategy, Training
Education
Ridgefield Park HS 1995 — 2000
The Johns Hopkins University 1995 — 2000
Bachelor of Arts, Economics
New York University
Computer Science
Walt Heskes Walt Heskes's Merrill Lynch Experience April 2003 - May 2006
Job Tech Writer / SharePoint Admin at New York eHealth Collaborative
Industry Information Technology and Services
Experience
SharePoint Developer at United Health Group/Optum Tech Writer / SharePoint AdminNew York eHealth CollaborativeJuly 2012 - Present
Bank of America Merrill Lynch April 2010 - June 2012
Bank of America Merrll Lynch August 2009 - April 2010
Pershing, LLC April 2009 - August 2009
Merrill Lynch, Inc. December 2007 - February 2009
Bear Stearns May 2006 - October 2007
Merrill Lynch April 2003 - May 2006
Telerate October 2000 - April 2003
InterWorld Corporation, Inc. May 1999 - October 2000
Sailfish Systems, Inc. (Division of Reuters) January 1998 - May 1999
Skills
SharePoint, JavaScript, HTML, Fortran, Basics of Unix, FrameMaker, Dreamweaver
Education
Learning Tree Education Center
Certified SharePoint 2013, Microsoft Office 365 Technologies
Chubb Computer Services
Introduction to the UNIX Operating System
General Electric Co.
Fundamentals of Marketing, Effective Presentation (Award Winner)
Information Mapping Inc., Waltham, MA.
Information Mapping training
Merrill Lynch "University"
Intro to Derivatives, Time Value of Money & Interest Rate Risk, Intro to Fixed Income Products
New York University
Engineering
Polytechnic Institute of New York
B.S. Mechanical Engineering, Engineering
Xerox Learning Systems
Ventura Desktop Publishing training
SharePoint Developer at United Health Group/Optum Tech Writer / SharePoint AdminNew York eHealth CollaborativeJuly 2012 - Present
Bank of America Merrill Lynch April 2010 - June 2012
Bank of America Merrll Lynch August 2009 - April 2010
Pershing, LLC April 2009 - August 2009
Merrill Lynch, Inc. December 2007 - February 2009
Bear Stearns May 2006 - October 2007
Merrill Lynch April 2003 - May 2006
Telerate October 2000 - April 2003
InterWorld Corporation, Inc. May 1999 - October 2000
Sailfish Systems, Inc. (Division of Reuters) January 1998 - May 1999
Skills
SharePoint, JavaScript, HTML, Fortran, Basics of Unix, FrameMaker, Dreamweaver
Education
Learning Tree Education Center
Certified SharePoint 2013, Microsoft Office 365 Technologies
Chubb Computer Services
Introduction to the UNIX Operating System
General Electric Co.
Fundamentals of Marketing, Effective Presentation (Award Winner)
Information Mapping Inc., Waltham, MA.
Information Mapping training
Merrill Lynch "University"
Intro to Derivatives, Time Value of Money & Interest Rate Risk, Intro to Fixed Income Products
New York University
Engineering
Polytechnic Institute of New York
B.S. Mechanical Engineering, Engineering
Xerox Learning Systems
Ventura Desktop Publishing training
Ahmed A. Mirza's Merrill Lynch Experience 2006 - 2008
Job Entrepreneur & Tech. Enthusiast
Industry Internet
Experience
Elevate 2014 - Present
Early Stage Startups 2013 - Present
Signal Hill Capital 2010 - 2013
Updata Advisors 2009 - 2010
Merrill Lynch 2006 - 2008
Quality 99 Cents 2003 - 2006
Skills
Investment Banking, Venture Capital, Financial Modeling, Valuation, Technology, Mergers, Equities, Mergers & Acquisitions, Trading, Investor Relations, Business Development, Entrepreneurship, Analysis, Securities, Strategy, Corporate Finance, Investments
Education
New York University
Bachelor of Arts (B.A.), Economics
Elevate 2014 - Present
Early Stage Startups 2013 - Present
Signal Hill Capital 2010 - 2013
Updata Advisors 2009 - 2010
Merrill Lynch 2006 - 2008
Quality 99 Cents 2003 - 2006
Skills
Investment Banking, Venture Capital, Financial Modeling, Valuation, Technology, Mergers, Equities, Mergers & Acquisitions, Trading, Investor Relations, Business Development, Entrepreneurship, Analysis, Securities, Strategy, Corporate Finance, Investments
Education
New York University
Bachelor of Arts (B.A.), Economics
Demetri Goldman Demetri Goldman's Merrill Lynch Experience October 1999 - September 2006
Job Financial Analyst at FFK Forex
Industry Investment Management
Experience
FFK Forex November 2004 - Present
Merrill Lynch October 1999 - September 2006
Skills
Financial Analysis, Financial Modelling, Computer Programming, Software Development, MQL4, MySQL, FOREX, Technical Analysis, Econometrics, Statistics, Investment Strategies, High Frequency Trading, R
Education
New York University 2001 — 2003
Masters, Computer Software Engineering
New York University 1992 — 1996
BS, Investments and Securities
FFK Forex November 2004 - Present
Merrill Lynch October 1999 - September 2006
Skills
Financial Analysis, Financial Modelling, Computer Programming, Software Development, MQL4, MySQL, FOREX, Technical Analysis, Econometrics, Statistics, Investment Strategies, High Frequency Trading, R
Education
New York University 2001 — 2003
Masters, Computer Software Engineering
New York University 1992 — 1996
BS, Investments and Securities
Patricia Poekel's Merrill Lynch Experience May 2009 - August 2009
Job Assistant Editor at Gilt City
Industry Public Relations and Communications
Experience
Gilt City April 2015 - Present
Gilt Groupe May 2014 - April 2015
Gilt Groupe October 2013 - May 2014
Wolford January 2012 - February 2012
La Perla May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Giorgio Armani May 2008 - August 2008
Skills
Fashion, Market Research, Editorial, PowerPoint, Sales, Social Media, Facebook, Event Planning, Public Relations, Social Networking, Press Releases, Social Media Marketing, Cision, Media Relations, Marketing Communications, Advertising
Education
New York University 2012 — 2013
Master of Science (M.S.), Public Relations and Corporate Communication
St. Lawrence University 2007 — 2011
Bachelor of Arts (B.A.), Global Studies, Film Studies
Payap University 2009 — 2009
Chiang Mai, Thailand, Thai and Southeast Asian Studies
The Kent School 2003 — 2007
High School
Gilt City April 2015 - Present
Gilt Groupe May 2014 - April 2015
Gilt Groupe October 2013 - May 2014
Wolford January 2012 - February 2012
La Perla May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Giorgio Armani May 2008 - August 2008
Skills
Fashion, Market Research, Editorial, PowerPoint, Sales, Social Media, Facebook, Event Planning, Public Relations, Social Networking, Press Releases, Social Media Marketing, Cision, Media Relations, Marketing Communications, Advertising
Education
New York University 2012 — 2013
Master of Science (M.S.), Public Relations and Corporate Communication
St. Lawrence University 2007 — 2011
Bachelor of Arts (B.A.), Global Studies, Film Studies
Payap University 2009 — 2009
Chiang Mai, Thailand, Thai and Southeast Asian Studies
The Kent School 2003 — 2007
High School
Jack Wang Jack Wang's Merrill Lynch Experience October 2007 - August 2008
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
TripAdvisor May 2015 - Present
Great Hill Partners August 2011 - July 2014
SVP - Boston 2012 - 2014
Bank of America Merrill Lynch May 2009 - June 2011
Merrill Lynch October 2007 - August 2008
Cedarview Capital Management September 2006 - September 2007
Morgan Stanley Investment Management June 2006 - August 2006
Credit Suisse 2006 - 2006
Skills
Private Equity, Investment Banking, Equities, Investments, M&A experience, Growth Capital, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA), MBA Candidate - Class of 2016
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance & Accounting
New York University 2005 — 2009
B.S., Finance & Accounting
TripAdvisor May 2015 - Present
Great Hill Partners August 2011 - July 2014
SVP - Boston 2012 - 2014
Bank of America Merrill Lynch May 2009 - June 2011
Merrill Lynch October 2007 - August 2008
Cedarview Capital Management September 2006 - September 2007
Morgan Stanley Investment Management June 2006 - August 2006
Credit Suisse 2006 - 2006
Skills
Private Equity, Investment Banking, Equities, Investments, M&A experience, Growth Capital, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA), MBA Candidate - Class of 2016
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance & Accounting
New York University 2005 — 2009
B.S., Finance & Accounting
Ed Kerbs Ed Kerbs's Merrill Lynch Experience April 2003 - July 2005
Job Procurement executive in the IT / financial industry leads teams to deliver multimillion dollar cost savings.
Industry Information Technology and Services
Experience
TD Securities (USA) LLC January 2014 - March 2015
Revolution Staffing, Inc. February 2013 - January 2014
Barclays Capital June 2010 - December 2012
Discover Financial Services January 2009 - May 2009
Discover Financial Services July 2006 - December 2008
Merrill Lynch April 2003 - July 2005
Merrill Lynch May 1999 - April 2003
Merrill Lynch June 1998 - May 1999
Skills
Vendor Management, Risk Management, Outsourcing, Process Improvement, Program Management, Financial Services, Business Analysis, Business Process..., PMO, Change Management, Cross-functional Team..., Portfolio Management, Procurement, SAP, Leadership, Management, Business Process, Project Management, Strategy, Sourcing, Six Sigma, ITIL, IT Management, IT Strategy, Team Leadership, SDLC, Management Consulting, Strategic Sourcing
Education
New York University 1987 — 1988
M.P.S., Interactive Telecommunications
Syracuse University 1976 — 1980
B.S., Management >> Marketing & Transportation
TD Securities (USA) LLC January 2014 - March 2015
Revolution Staffing, Inc. February 2013 - January 2014
Barclays Capital June 2010 - December 2012
Discover Financial Services January 2009 - May 2009
Discover Financial Services July 2006 - December 2008
Merrill Lynch April 2003 - July 2005
Merrill Lynch May 1999 - April 2003
Merrill Lynch June 1998 - May 1999
Skills
Vendor Management, Risk Management, Outsourcing, Process Improvement, Program Management, Financial Services, Business Analysis, Business Process..., PMO, Change Management, Cross-functional Team..., Portfolio Management, Procurement, SAP, Leadership, Management, Business Process, Project Management, Strategy, Sourcing, Six Sigma, ITIL, IT Management, IT Strategy, Team Leadership, SDLC, Management Consulting, Strategic Sourcing
Education
New York University 1987 — 1988
M.P.S., Interactive Telecommunications
Syracuse University 1976 — 1980
B.S., Management >> Marketing & Transportation
Wale Tam Wale Tam's Merrill Lynch Experience July 2001 - May 2008
Job Financial Advisor at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. September 2011 - Present
HSBC May 2008 - August 2011
Merrill Lynch July 2001 - May 2008
Charles Schwab August 1995 - May 2001
Dean Witter May 1992 - July 1995
Skills
Equities, Mutual Funds, Government Bonds, Municipal Bonds, Options, Estate Planning, Investments, High Yield Bonds, Life Insurance, Asset Allocation, Asset Management, Bonds, Finance, Financial Advisory, Financial Planners, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Options Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brooklyn Tech High School 1973 — 1977
R. Seelaus & Co., Inc. September 2011 - Present
HSBC May 2008 - August 2011
Merrill Lynch July 2001 - May 2008
Charles Schwab August 1995 - May 2001
Dean Witter May 1992 - July 1995
Skills
Equities, Mutual Funds, Government Bonds, Municipal Bonds, Options, Estate Planning, Investments, High Yield Bonds, Life Insurance, Asset Allocation, Asset Management, Bonds, Finance, Financial Advisory, Financial Planners, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Options Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brooklyn Tech High School 1973 — 1977
Daniel Solomon Daniel Solomon's Merrill Lynch Experience June 2011 - January 2012
Job Axiom Attorney
Industry Financial Services
Experience
Axiom October 2012 - Present
Lighthouse Partners January 2012 - October 2012
Merrill Lynch June 2011 - January 2012
Morgan Stanley December 2010 - June 2011
New York City Department of Consumer Affairs August 2010 - 2010
New York Law School 2006 - 2009
NY State Office of the Attorney General, Consumer Frauds BureauLegal Aide March 2007 - August 2008
Education
New York Law School 2006 — 2011
JD / LLM, Financial Services Law
Admitted to the New York State Bar (1st Department)
New York Law School
Yeshiva University
Bachelor of Arts, Political Science Major
Axiom October 2012 - Present
Lighthouse Partners January 2012 - October 2012
Merrill Lynch June 2011 - January 2012
Morgan Stanley December 2010 - June 2011
New York City Department of Consumer Affairs August 2010 - 2010
New York Law School 2006 - 2009
NY State Office of the Attorney General, Consumer Frauds BureauLegal Aide March 2007 - August 2008
Education
New York Law School 2006 — 2011
JD / LLM, Financial Services Law
Admitted to the New York State Bar (1st Department)
New York Law School
Yeshiva University
Bachelor of Arts, Political Science Major
Tony Sirianni Tony Sirianni's Merrill Lynch Experience January 1991 - January 1999
Job Managing Partner at Sirianni Strategy Group
Industry Financial Services
Experience
Sirianni Strategy Group May 2014 - Present
Steward Partners Consulting July 2013 - May 2014
Indpendent Advisor Partners June 2012 - June 2013
Washington Wealth Management December 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney/ Legg Mason December 2006 - June 2009
Legg Mason 1999 - December 2006
Merrill Lynch January 1991 - January 1999
OppenheimerFunds 1993 - 1996
Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities
Education
New York Law School 1993 — 1996
JD, Law
Queens College 1989 — 1991
MA, Creative Writing
st anns school 1986 — 1987
Trinity College-Hartford 1984 — 1987
BA, English Language and Literature/Letters
Sirianni Strategy Group May 2014 - Present
Steward Partners Consulting July 2013 - May 2014
Indpendent Advisor Partners June 2012 - June 2013
Washington Wealth Management December 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney/ Legg Mason December 2006 - June 2009
Legg Mason 1999 - December 2006
Merrill Lynch January 1991 - January 1999
OppenheimerFunds 1993 - 1996
Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities
Education
New York Law School 1993 — 1996
JD, Law
Queens College 1989 — 1991
MA, Creative Writing
st anns school 1986 — 1987
Trinity College-Hartford 1984 — 1987
BA, English Language and Literature/Letters
Thomas Warren Thomas Warren's Merrill Lynch Experience March 1997 - August 2000
Job VP, Human Resources Business Partner at JPMorgan Chase & Co.
Industry Insurance
Experience
JPMorgan Chase & Co. February 2015 - Present
McGraw Hill Financial June 2013 - February 2015
AXA Liabilities Managers November 2008 - April 2012
Mediacom October 2005 - November 2008
sanofi-aventis October 2001 - February 2005
Nextera Sibson Consulting Group September 2000 - August 2001
Merrill Lynch March 1997 - August 2000
Skills
Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Onboarding, Employee Benefits, Succession Planning, Talent Management, HRIS, Change Management, Employee Engagement, Deferred Compensation
Education
New York University 2014 — 2014
Certificate in Human Capital Management, Human Resources Management and Services
Syracuse University - Martin J. Whitman School of Management 1992 — 1995
Bachelor of Science (BS), Management Information Systems, General
Pennsylvania State University- Ogontz 1990 — 1992
P.C.A.
JPMorgan Chase & Co. February 2015 - Present
McGraw Hill Financial June 2013 - February 2015
AXA Liabilities Managers November 2008 - April 2012
Mediacom October 2005 - November 2008
sanofi-aventis October 2001 - February 2005
Nextera Sibson Consulting Group September 2000 - August 2001
Merrill Lynch March 1997 - August 2000
Skills
Employee Relations, Human Resources, Organizational..., Performance Management, Recruiting, Onboarding, Employee Benefits, Succession Planning, Talent Management, HRIS, Change Management, Employee Engagement, Deferred Compensation
Education
New York University 2014 — 2014
Certificate in Human Capital Management, Human Resources Management and Services
Syracuse University - Martin J. Whitman School of Management 1992 — 1995
Bachelor of Science (BS), Management Information Systems, General
Pennsylvania State University- Ogontz 1990 — 1992
P.C.A.
David Kricheff David Kricheff's Merrill Lynch Experience February 1992 - August 1993
Job Project Manager, PMO, Team Management, Technical Migrations & Process Transformations
Industry Information Technology and Services
Experience
Credit Suisse August 2013 - May 2015
Dealertrack Technologies November 2012 - May 2013
Morgan Stanley February 2012 - November 2012
Morgan Stanley February 2011 - November 2011
Credit-Suisse February 2005 - January 2011
Lightnet Inc September 2001 - September 2004
Credit Suisse First Boston August 1996 - September 2001
micrognosis January 1995 - July 1996
Merrill Lynch February 1992 - August 1993
Skills
PMO, Agile Methodologies, Large Systems..., Process Improvement, Applications Software..., Certified Scrum Master..., Certified Scrum Product..., PMP, SQL, SDLC, Project Management, Visio, Scrum, Team Leadership, Software Development, IT Strategy, Requirements Analysis, Change Management, Integration, Vendor Management, Unix, Software Project..., Enterprise Software, Databases, Web Services, Project Portfolio...
Education
New York University 1979 — 1982
BS
New York University
Bachelor of Science
Credit Suisse August 2013 - May 2015
Dealertrack Technologies November 2012 - May 2013
Morgan Stanley February 2012 - November 2012
Morgan Stanley February 2011 - November 2011
Credit-Suisse February 2005 - January 2011
Lightnet Inc September 2001 - September 2004
Credit Suisse First Boston August 1996 - September 2001
micrognosis January 1995 - July 1996
Merrill Lynch February 1992 - August 1993
Skills
PMO, Agile Methodologies, Large Systems..., Process Improvement, Applications Software..., Certified Scrum Master..., Certified Scrum Product..., PMP, SQL, SDLC, Project Management, Visio, Scrum, Team Leadership, Software Development, IT Strategy, Requirements Analysis, Change Management, Integration, Vendor Management, Unix, Software Project..., Enterprise Software, Databases, Web Services, Project Portfolio...
Education
New York University 1979 — 1982
BS
New York University
Bachelor of Science
Lesley Potter's Merrill Lynch Experience 1978 - 1979
Job Antique and Decorative Art Appraisal
Industry Financial Services
Experience
Lesley Potter, LLC 2013 - Present
Lesley Potter, Inc. 1996 - 2006
Investor Relations Group 1982 - 1992
Merrill Lynch 1978 - 1979
IBM 1976 - 1977
Skills
Research, English, Historic Preservation, Interior Architecture, Interior Design, Appraisals, Decorative Art History, Appraisal of Fine and..., Historic Collections, Visual Arts, Project Management, Marketing, Customer Service, Management, Editing
Education
Rome, Italy 2014 — 2014
Italian Baroque Art and Architecture
Florence, Italy 2014 — 2014
Renaissance Art and Architecture
Winterthur Museum, Winterthur, Delaware 2013 — 2013
Winterthur Institute, American Domestic Furnishings 1640-1860
Museum of Early Southern Decorative Arts, Winston-Salem, NC 2013 — 2013
Summer Institute, Early Southern Material Culture & Decorative Arts of the Southern Chesapeake Region
New York University
Certificate of Appraisal Studies in Fine and Decorative Art
The Wallace Collection and University of Buckingham, England 2010 — 2012
Master of Arts (MA), Decorative Arts & Historic Interiors
New York School of Interior Design
Associate of Arts (A.A.), high honors, Interior Design
Old Dominion University
Bachelor of Arts (BA), cum laude, English Language and Literature/Letters
Lesley Potter, LLC 2013 - Present
Lesley Potter, Inc. 1996 - 2006
Investor Relations Group 1982 - 1992
Merrill Lynch 1978 - 1979
IBM 1976 - 1977
Skills
Research, English, Historic Preservation, Interior Architecture, Interior Design, Appraisals, Decorative Art History, Appraisal of Fine and..., Historic Collections, Visual Arts, Project Management, Marketing, Customer Service, Management, Editing
Education
Rome, Italy 2014 — 2014
Italian Baroque Art and Architecture
Florence, Italy 2014 — 2014
Renaissance Art and Architecture
Winterthur Museum, Winterthur, Delaware 2013 — 2013
Winterthur Institute, American Domestic Furnishings 1640-1860
Museum of Early Southern Decorative Arts, Winston-Salem, NC 2013 — 2013
Summer Institute, Early Southern Material Culture & Decorative Arts of the Southern Chesapeake Region
New York University
Certificate of Appraisal Studies in Fine and Decorative Art
The Wallace Collection and University of Buckingham, England 2010 — 2012
Master of Arts (MA), Decorative Arts & Historic Interiors
New York School of Interior Design
Associate of Arts (A.A.), high honors, Interior Design
Old Dominion University
Bachelor of Arts (BA), cum laude, English Language and Literature/Letters
Rikki Hager Rikki Hager's Merrill Lynch Experience 2000 - 2001
Job Vice President Business Development at CheckALT
Industry Financial Services
Experience
CheckALT June 2011 - Present
Zumba Fitness LLC 2010 - Present
Merrill Lynch 2000 - 2001
Education
NYU
Nutrition
Touro College
Bachlors, Business and Communication
CheckALT June 2011 - Present
Zumba Fitness LLC 2010 - Present
Merrill Lynch 2000 - 2001
Education
NYU
Nutrition
Touro College
Bachlors, Business and Communication
Courtney Dickinson-Weaver's Merrill Lynch Experience September 2008 - January 2009
Job HR Business Manager at Société Générale
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2011 - March 2014
Societe Generale Corporate and Investment Banking - SGCIB February 2009 - June 2011
Merrill Lynch September 2008 - January 2009
PwC May 2008 - September 2008
Bear Stearns & Companies, Inc June 2006 - May 2008
Skills
Fixed Income, Equities, Options, Derivatives, Banking, Financial Services, Finance, Portfolio Management, Settlement, Middle Office, Securities, FX Options, Bloomberg, Credit Risk, Collateral Management, Investment Banking, Trading Systems, Emerging Markets, Credit Derivatives, Structured Products, Financial Markets, Bonds, Funding, Equity Derivatives, Swaps, Financial Risk, Back Office, Alternative Investments, Structured Finance, Interest Rate..., Valuation, Loans, Market Risk, Treasury, Operational Risk, Bloomberg Terminal, Change Management, Organizational..., Relationship Management, Employee Training, Offshoring, Team Building, Organizational Learning, Communication, Recruiting, Process Improvement, Project Management
Education
New York University 2012 — 2014
Master's degree, Industrial and Organizational Psychology, 3.7
University of Delaware 2002 — 2006
Bachelors of Science, Business Administration, 3.9
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2011 - March 2014
Societe Generale Corporate and Investment Banking - SGCIB February 2009 - June 2011
Merrill Lynch September 2008 - January 2009
PwC May 2008 - September 2008
Bear Stearns & Companies, Inc June 2006 - May 2008
Skills
Fixed Income, Equities, Options, Derivatives, Banking, Financial Services, Finance, Portfolio Management, Settlement, Middle Office, Securities, FX Options, Bloomberg, Credit Risk, Collateral Management, Investment Banking, Trading Systems, Emerging Markets, Credit Derivatives, Structured Products, Financial Markets, Bonds, Funding, Equity Derivatives, Swaps, Financial Risk, Back Office, Alternative Investments, Structured Finance, Interest Rate..., Valuation, Loans, Market Risk, Treasury, Operational Risk, Bloomberg Terminal, Change Management, Organizational..., Relationship Management, Employee Training, Offshoring, Team Building, Organizational Learning, Communication, Recruiting, Process Improvement, Project Management
Education
New York University 2012 — 2014
Master's degree, Industrial and Organizational Psychology, 3.7
University of Delaware 2002 — 2006
Bachelors of Science, Business Administration, 3.9
Jeff Marin - PMP's Merrill Lynch Experience February 1993 - July 1994
Job IT Consultant at TopTal
Industry Computer Software
Experience
TopTal September 2014 - Present
Marin Associates January 2014 - August 2014
iRise December 2003 - August 2014
Gamma Enterprise Technologies April 2001 - November 2003
Peoplelink August 2000 - March 2001
Seren Systems February 2000 - August 2000
Craftclick.com May 1999 - February 2000
Eagle Creek Systems January 1996 - May 1999
Salamon Brothers July 1994 - December 1995
Merrill Lynch February 1993 - July 1994
Skills
Agile Methodologies, Public Speaking, Enterprise Software, Microsoft SQL Server, Databases, Java Enterprise Edition, Web Applications, Java, Enterprise Architecture, SDLC, Integration, MySQL, Requirements Analysis, E-commerce, Product Management, Architecture, Business Process, Architectures
Education
New York University 1989 — 1992
MS, Computer Science - Artificial Intelligence
SUNY Stony Brook 1983 — 1987
BS, Computer Science
TopTal September 2014 - Present
Marin Associates January 2014 - August 2014
iRise December 2003 - August 2014
Gamma Enterprise Technologies April 2001 - November 2003
Peoplelink August 2000 - March 2001
Seren Systems February 2000 - August 2000
Craftclick.com May 1999 - February 2000
Eagle Creek Systems January 1996 - May 1999
Salamon Brothers July 1994 - December 1995
Merrill Lynch February 1993 - July 1994
Skills
Agile Methodologies, Public Speaking, Enterprise Software, Microsoft SQL Server, Databases, Java Enterprise Edition, Web Applications, Java, Enterprise Architecture, SDLC, Integration, MySQL, Requirements Analysis, E-commerce, Product Management, Architecture, Business Process, Architectures
Education
New York University 1989 — 1992
MS, Computer Science - Artificial Intelligence
SUNY Stony Brook 1983 — 1987
BS, Computer Science
Vaneet Gupta, CFA's Merrill Lynch Experience 1996 - 1998
Job VP at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2015 - Present
Bank of America 2009 - 2015
Lehman Brothers 2008 - 2008
Morgan Stanley 2006 - 2008
Citigroup 2005 - 2006
Credit Suisse 2000 - 2005
Merrill Lynch 1996 - 1998
Skills
Fixed Income, Equities, Trading Systems, Financial Risk, Electronic Trading, Sybase, Business Analysis, Asset Management, Java Enterprise Edition, SDLC, Oracle, Data Modeling, Asset Managment, Data Analysis, Collateral Management, Core Java, Application Architecture, Software Project..., Portfolio Management, Treasury Management, CFA, Risk, Treasury Systems, Sun Certified Java..., J2EE Architecture, J2EE, Financial Planning, Alternative Investments
Education
NYU 2004 — 2006
Certificate, Finance
Temple University 1991 — 1994
MS, Computers
Pune University 1987 — 1991
BE, Computers
Cambridge School 1985 — 1987
High School, Science, Maths
St Theresa's Convent School, Karnal 1973 — 1985
High School, General
J.P. Morgan 2015 - Present
Bank of America 2009 - 2015
Lehman Brothers 2008 - 2008
Morgan Stanley 2006 - 2008
Citigroup 2005 - 2006
Credit Suisse 2000 - 2005
Merrill Lynch 1996 - 1998
Skills
Fixed Income, Equities, Trading Systems, Financial Risk, Electronic Trading, Sybase, Business Analysis, Asset Management, Java Enterprise Edition, SDLC, Oracle, Data Modeling, Asset Managment, Data Analysis, Collateral Management, Core Java, Application Architecture, Software Project..., Portfolio Management, Treasury Management, CFA, Risk, Treasury Systems, Sun Certified Java..., J2EE Architecture, J2EE, Financial Planning, Alternative Investments
Education
NYU 2004 — 2006
Certificate, Finance
Temple University 1991 — 1994
MS, Computers
Pune University 1987 — 1991
BE, Computers
Cambridge School 1985 — 1987
High School, Science, Maths
St Theresa's Convent School, Karnal 1973 — 1985
High School, General
Arnold Jung's Merrill Lynch Experience October 2005 - April 2006
Job Vice President at Columbus Nova
Industry Venture Capital & Private Equity
Experience
Columbus Nova March 2011 - Present
Fifth Street Capital LLC March 2010 - March 2011
The Royal Bank of Scotland July 2007 - March 2010
Natixis May 2006 - August 2006
Merrill Lynch October 2005 - April 2006
Morgan Stanley January 2005 - August 2005
Skills
Private Equity, Investment Banking, Investments, Mergers & Acquisitions, Portfolio Management, Equities, Venture Capital, Finance, Structured Finance, Leveraged Finance, Management, Financial Modeling, Valuation, Capital Markets, Corporate Finance
Education
New York University 2003 — 2007
Economics
Columbus Nova March 2011 - Present
Fifth Street Capital LLC March 2010 - March 2011
The Royal Bank of Scotland July 2007 - March 2010
Natixis May 2006 - August 2006
Merrill Lynch October 2005 - April 2006
Morgan Stanley January 2005 - August 2005
Skills
Private Equity, Investment Banking, Investments, Mergers & Acquisitions, Portfolio Management, Equities, Venture Capital, Finance, Structured Finance, Leveraged Finance, Management, Financial Modeling, Valuation, Capital Markets, Corporate Finance
Education
New York University 2003 — 2007
Economics
Anthony Viducic's Merrill Lynch Experience March 2000 - May 2002
Job Senior Wealth Manager at PNC Bank N.A.
Industry Financial Services
Experience
PNC Bank N.A. July 2010 - Present
Morgan Stanley September 2004 - June 2010
Morgan Stanley May 2002 - September 2004
Merrill Lynch March 2000 - May 2002
Merrill Lynch October 1998 - March 2000
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Financial Services, Trusts, Retirement, Insurance, Financial Advisory, Wealth Management..., Investments, Wealth, Investment Strategies, Financial Planners, Finance, Financial Planning
Education
Villanova University School of Law 1999 — 2001
LLM, Taxation
St. John's University School of Law 1992 — 1995
JD, Law
New York University 1987 — 1991
PNC Bank N.A. July 2010 - Present
Morgan Stanley September 2004 - June 2010
Morgan Stanley May 2002 - September 2004
Merrill Lynch March 2000 - May 2002
Merrill Lynch October 1998 - March 2000
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Financial Services, Trusts, Retirement, Insurance, Financial Advisory, Wealth Management..., Investments, Wealth, Investment Strategies, Financial Planners, Finance, Financial Planning
Education
Villanova University School of Law 1999 — 2001
LLM, Taxation
St. John's University School of Law 1992 — 1995
JD, Law
New York University 1987 — 1991
Susan Zhou, MS, MBA's Merrill Lynch Experience March 2001 - September 2002
Job Strategic Human Resources Consultant and Educator
Industry Human Resources
Experience
New York University 2009 - Present
Baruch College- Continuing and Professional Studies (CAPS) 2009 - Present
New York Methodist Hospital 2002 - 2008
Merrill Lynch March 2001 - September 2002
Newsweek 2000 - 2001
Education
St. Joseph's College 2004 — 2008
MS, MBA
Pace University - Lubin School of Business 1998 — 2002
BBA
New York University
New York University 2009 - Present
Baruch College- Continuing and Professional Studies (CAPS) 2009 - Present
New York Methodist Hospital 2002 - 2008
Merrill Lynch March 2001 - September 2002
Newsweek 2000 - 2001
Education
St. Joseph's College 2004 — 2008
MS, MBA
Pace University - Lubin School of Business 1998 — 2002
BBA
New York University
Valerie Cirillo's Merrill Lynch Experience December 2005 - February 2007
Job Manager, International Business Development & Account Management at American Eagle Outfitters
Industry Retail
Experience
American Eagle Outfitters March 2015 - Present
American Eagle Outfitters May 2011 - March 2015
American Eagle Outfitters February 2007 - May 2011
American Eagle Outfitters July 2010 - September 2010
Merrill Lynch December 2005 - February 2007
Merrill Lynch August 2005 - December 2005
Skills
Interviews, Human Resources, Fashion, Recruiting, Sourcing, Management, Employee Benefits, Training, Apparel, Program Management, Onboarding, Microsoft Excel, Retail, Networking, Business Development
Education
New York University 2001 — 2005
BFA cum laude, Drama
American Eagle Outfitters March 2015 - Present
American Eagle Outfitters May 2011 - March 2015
American Eagle Outfitters February 2007 - May 2011
American Eagle Outfitters July 2010 - September 2010
Merrill Lynch December 2005 - February 2007
Merrill Lynch August 2005 - December 2005
Skills
Interviews, Human Resources, Fashion, Recruiting, Sourcing, Management, Employee Benefits, Training, Apparel, Program Management, Onboarding, Microsoft Excel, Retail, Networking, Business Development
Education
New York University 2001 — 2005
BFA cum laude, Drama
Gamal Gayle's Merrill Lynch Experience July 2002 - July 2005
Job Linux/Data Storage/Virtualization Consultant
Industry Information Technology and Services
Experience
Epsilon System Integrators July 2011 - Present
MF Global January 2009 - June 2011
Five 9's Infrastructure Services January 2009 - 2011
FXall 2006 - 2008
Accenture November 2005 - October 2006
Merrill Lynch July 2002 - July 2005
Skills
Disaster Recovery, Data Center, Virtualization, Solaris, Unix, NetApp, VMware Infrastructure, Cisco UCS, Data Migration, Data Backup Solutions, Enterprise Storage, Storage Architecture, NAS, SAN, Private Cloud, Unix Shell Scripting, Enterprise Architecture, Linux, DNS, Perl, System Administration, Consulting, Integration, Infrastructure
Education
New York University 1998 — 2002
Bachelor of Science (BS), Computer Science
Epsilon System Integrators July 2011 - Present
MF Global January 2009 - June 2011
Five 9's Infrastructure Services January 2009 - 2011
FXall 2006 - 2008
Accenture November 2005 - October 2006
Merrill Lynch July 2002 - July 2005
Skills
Disaster Recovery, Data Center, Virtualization, Solaris, Unix, NetApp, VMware Infrastructure, Cisco UCS, Data Migration, Data Backup Solutions, Enterprise Storage, Storage Architecture, NAS, SAN, Private Cloud, Unix Shell Scripting, Enterprise Architecture, Linux, DNS, Perl, System Administration, Consulting, Integration, Infrastructure
Education
New York University 1998 — 2002
Bachelor of Science (BS), Computer Science
Meiko Simada C.P.M's Merrill Lynch Experience 1997 - 2004
Job CoFounder/Owner at Little Halo Games
Industry Computer Games
Experience
Little Halo Games August 2011 - Present
PT. ProIndo Plus February 2010 - June 2011
Apple December 2007 - January 2010
Citigroup September 2004 - November 2007
Merrill Lynch 1997 - 2004
AT&T July 1996 - July 1997
AT&T March 1995 - June 1996
Skills
Procurement, Contract Negotiation, Cost Savings, Pricing, Cost, Vendor Management, Strategy, Sourcing, Enterprise Software, Telecommunications, Negotiation, Strategic Sourcing, Outsourcing, Strategic Partnerships
Education
New York University 1997 — 1998
Certificate, Investment Banking
The Ohio State University - The Max M. Fisher College of Business 1991 — 1994
Bachelor of Science (B.S.), Production and Operation Management
Little Halo Games August 2011 - Present
PT. ProIndo Plus February 2010 - June 2011
Apple December 2007 - January 2010
Citigroup September 2004 - November 2007
Merrill Lynch 1997 - 2004
AT&T July 1996 - July 1997
AT&T March 1995 - June 1996
Skills
Procurement, Contract Negotiation, Cost Savings, Pricing, Cost, Vendor Management, Strategy, Sourcing, Enterprise Software, Telecommunications, Negotiation, Strategic Sourcing, Outsourcing, Strategic Partnerships
Education
New York University 1997 — 1998
Certificate, Investment Banking
The Ohio State University - The Max M. Fisher College of Business 1991 — 1994
Bachelor of Science (B.S.), Production and Operation Management
Nick Demonte's Merrill Lynch Experience June 2007 - December 2007
Job BSA at Fiserv
Industry Financial Services
Experience
Fiserv August 2013 - Present
ConnectEDU October 2012 - April 2013
BMW June 2011 - August 2012
Comodo June 2010 - May 2011
Professional Services Group February 2009 - June 2010
Banc of America Investments February 2008 - November 2008
Merrill Lynch June 2007 - December 2007
Citi Group April 1993 - June 2007
Education
Chiron Institute
Comprehensive IIBA Business Analysis
New York University
William Paterson University of New Jersey
PMI Certification
Fiserv August 2013 - Present
ConnectEDU October 2012 - April 2013
BMW June 2011 - August 2012
Comodo June 2010 - May 2011
Professional Services Group February 2009 - June 2010
Banc of America Investments February 2008 - November 2008
Merrill Lynch June 2007 - December 2007
Citi Group April 1993 - June 2007
Education
Chiron Institute
Comprehensive IIBA Business Analysis
New York University
William Paterson University of New Jersey
PMI Certification
Brenda Hinton's Merrill Lynch Experience 2005 - 2006
Job Head of Compliance Monitoring and Testing at Pershing LLC
Industry Financial Services
Experience
BNY Mellon/ Pershing LLC 2012 - Present
BNP Paribas 2006 - 2011
Merrill Lynch 2005 - 2006
Skills
Asset Management, Risk Management, Legal Compliance, Compliance Management, SEC compliance, Compliance Audits, Investment Banking, Investment Advisory, Alternative Investments, Financial Analysis, Financial Reporting, Financial Management, Financial Markets, Structured Products, Equity Derivatives, Exotic Derivatives, Quality Auditing, Research, Marketing Communications, FINRA, Equity Research, Equity Trading, Equity Capital Markets, Business Strategy, Strategic Planning, Internal Audit, Registration, Regulatory Reporting, Options, Securities, Equities, Fixed Income, Financial Services, Trading, Derivatives, Capital Markets, Commodity, Electronic Trading, Financial Regulation, AML, KYC, Swaps, Prime Brokerage, Hedge Funds, Series 7, Corporate Governance, Finance
Education
New York Law School 2001 — 2004
JD, Business Law
BNY Mellon/ Pershing LLC 2012 - Present
BNP Paribas 2006 - 2011
Merrill Lynch 2005 - 2006
Skills
Asset Management, Risk Management, Legal Compliance, Compliance Management, SEC compliance, Compliance Audits, Investment Banking, Investment Advisory, Alternative Investments, Financial Analysis, Financial Reporting, Financial Management, Financial Markets, Structured Products, Equity Derivatives, Exotic Derivatives, Quality Auditing, Research, Marketing Communications, FINRA, Equity Research, Equity Trading, Equity Capital Markets, Business Strategy, Strategic Planning, Internal Audit, Registration, Regulatory Reporting, Options, Securities, Equities, Fixed Income, Financial Services, Trading, Derivatives, Capital Markets, Commodity, Electronic Trading, Financial Regulation, AML, KYC, Swaps, Prime Brokerage, Hedge Funds, Series 7, Corporate Governance, Finance
Education
New York Law School 2001 — 2004
JD, Business Law
Alla Piltser's Merrill Lynch Experience February 2005 - February 2008
Job Head of Global Capacity and Performance Management at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citigroup February 2008 - Present
Merrill Lynch February 2005 - February 2008
siac 2001 - 2004
ParaProtect 2000 - 2001
Merrill Lynch 1995 - 2000
J.P. Morgan November 1990 - 1995
First Boston 1988 - 1990
IBM 1986 - 1988
Skills
IT Strategy
Education
New York University 1984 — 1986
Computer Science
NYU
Citi January 2014 - Present
Citigroup February 2008 - Present
Merrill Lynch February 2005 - February 2008
siac 2001 - 2004
ParaProtect 2000 - 2001
Merrill Lynch 1995 - 2000
J.P. Morgan November 1990 - 1995
First Boston 1988 - 1990
IBM 1986 - 1988
Skills
IT Strategy
Education
New York University 1984 — 1986
Computer Science
NYU
Jo Ann Roze's Merrill Lynch Experience June 2008 - April 2011
Job Vice President Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
Bank of America - Wealth Management Services April 2011 - April 2013
Merrill Lynch June 2008 - April 2011
Merrill Lynch April 2004 - June 2008
Education
New York University 2004 — 2008
MA
Rider University 1988 — 1991
BS
Bank of America April 2013 - Present
Bank of America - Wealth Management Services April 2011 - April 2013
Merrill Lynch June 2008 - April 2011
Merrill Lynch April 2004 - June 2008
Education
New York University 2004 — 2008
MA
Rider University 1988 — 1991
BS
Chastity Davis-Garcia's Merrill Lynch Experience May 2006 - June 2007
Job VIce President, Human Resources at Amplify
Industry E-Learning
Experience
Amplify July 2012 - Present
Amplify July 2012 - November 2013
Barclays Capital May 2010 - July 2012
Macquarie Bank August 2009 - May 2010
Capital Source June 2007 - June 2009
Merrill Lynch May 2006 - June 2007
JPMorgan October 1999 - May 2006
Skills
Diversity & Inclusion, Operations Management, Staff Development, OFCCP, Building Relationships, Project Management, Lateral Recruitment, Strategic Sourcing, Vendor Management, Graduate Recruitment, Spanish-speaking, Recruiting, Leadership, Internet Recruiting, Sourcing, Human Resources, Hiring, Talent Acquisition, Performance Management, Onboarding, College Recruiting, Management, Executive Search, Interviews, Temporary Placement, Technical Recruiting, Coaching, Talent Management, Benefits Negotiation, Employee Relations, Applicant Tracking..., Strategy, Personnel Management, Contract Recruitment, Screening Resumes
Education
New York University
Amplify July 2012 - Present
Amplify July 2012 - November 2013
Barclays Capital May 2010 - July 2012
Macquarie Bank August 2009 - May 2010
Capital Source June 2007 - June 2009
Merrill Lynch May 2006 - June 2007
JPMorgan October 1999 - May 2006
Skills
Diversity & Inclusion, Operations Management, Staff Development, OFCCP, Building Relationships, Project Management, Lateral Recruitment, Strategic Sourcing, Vendor Management, Graduate Recruitment, Spanish-speaking, Recruiting, Leadership, Internet Recruiting, Sourcing, Human Resources, Hiring, Talent Acquisition, Performance Management, Onboarding, College Recruiting, Management, Executive Search, Interviews, Temporary Placement, Technical Recruiting, Coaching, Talent Management, Benefits Negotiation, Employee Relations, Applicant Tracking..., Strategy, Personnel Management, Contract Recruitment, Screening Resumes
Education
New York University
Rhonda Halpern's Merrill Lynch Experience 2007 - 2008
Job RMHalpern Consulting, LLC
Industry Banking
Experience
RMHalpern Consulting, LLC January 2012 - Present
Baruch College - CUNY: Zicklin School of Business/Pace University: Lubin School of Business January 2012 - Present
FDIC 2009 - 2010
Merrill Lynch 2007 - 2008
American Express 1985 - 2006
Skills
Consulting, Financial Services, Banking, Risk Management, Regulatory Compliance, Financial Risk, Credit Risk, AML, Securities, Capital Markets, Program Development, Training, Higher Education, Economics, Finance, Financial Analysis, Due Diligence
Education
New York University
Mathematics
New York University - Leonard N. Stern School of Business
MBA
RMHalpern Consulting, LLC January 2012 - Present
Baruch College - CUNY: Zicklin School of Business/Pace University: Lubin School of Business January 2012 - Present
FDIC 2009 - 2010
Merrill Lynch 2007 - 2008
American Express 1985 - 2006
Skills
Consulting, Financial Services, Banking, Risk Management, Regulatory Compliance, Financial Risk, Credit Risk, AML, Securities, Capital Markets, Program Development, Training, Higher Education, Economics, Finance, Financial Analysis, Due Diligence
Education
New York University
Mathematics
New York University - Leonard N. Stern School of Business
MBA
Gleb Osatinski's Merrill Lynch Experience February 2006 - February 2008
Job The Quantified Self at The Quantified Self, Inner Film Productions
Industry Entertainment
Experience
The Quantified Self, Inner Film Productions June 2014 - Present
The House at the Edge of the Galaxy, Inner Film Productions May 2012 - Present
Inner Film Productions February 2008 - 2012
Goldman Sachs 2008 - 2010
Merrill Lynch February 2006 - February 2008
Morgan Stanley 2001 - 2007
Skills
Video Production, Film, Film Production, Final Cut Pro, Video, Short Films, Documentaries, Adobe Creative Suite, Screenwriting, Television, Post Production, Entertainment, Video Editing, Scripting, Acting, Producing, Theatre, Production Managment
Education
Directors and Actors 2011 — 2012
Directing
Digital Film Academy 2010 — 2011
Film/Cinema/Video Studies, AAA
New York University 1995 — 2000
Kharkov Polytechnic University 1989 — 1994
Master's degree, Theoretical and Mathematical Physics
The Quantified Self, Inner Film Productions June 2014 - Present
The House at the Edge of the Galaxy, Inner Film Productions May 2012 - Present
Inner Film Productions February 2008 - 2012
Goldman Sachs 2008 - 2010
Merrill Lynch February 2006 - February 2008
Morgan Stanley 2001 - 2007
Skills
Video Production, Film, Film Production, Final Cut Pro, Video, Short Films, Documentaries, Adobe Creative Suite, Screenwriting, Television, Post Production, Entertainment, Video Editing, Scripting, Acting, Producing, Theatre, Production Managment
Education
Directors and Actors 2011 — 2012
Directing
Digital Film Academy 2010 — 2011
Film/Cinema/Video Studies, AAA
New York University 1995 — 2000
Kharkov Polytechnic University 1989 — 1994
Master's degree, Theoretical and Mathematical Physics
Jamie Spadafora's Merrill Lynch Experience August 2006 - September 2007
Job Mentor and Fundraising Professional at Move Your Mountain
Industry Financial Services
Experience
Move Your Mountain 2015 - Present
The Lean Lemon September 2014 - Present
Soul Space, August 2014 - Present
American Family Fitness June 2013 - Present
Snow Companies January 2013 - Present
Practical Law Company April 2011 - December 2012
Intelligize, Inc. May 2010 - April 2011
Bloomberg September 2007 - May 2010
Bloomberg 2007 - 2009
Merrill Lynch August 2006 - September 2007
Skills
Huthwaite SPIN Selling, Interviewing Skills, Account Management, Recruiting, Selling, Lead Generation, Contract Negotiation, CRM, Salesforce.com, Sales Process, B2B, Leadership, Management, Cold Calling, New Business Development, Strategy, Public Speaking, Interviews, Customer Service, Marketing
Education
New York Law School 2002 — 2005
University at Albany, SUNY 1998 — 2002
B.A, American History and Political Science
University at Albany, SUNY 1998 — 2002
B.A, American History and Political Science
Nanuet 1994 — 1998
Move Your Mountain 2015 - Present
The Lean Lemon September 2014 - Present
Soul Space, August 2014 - Present
American Family Fitness June 2013 - Present
Snow Companies January 2013 - Present
Practical Law Company April 2011 - December 2012
Intelligize, Inc. May 2010 - April 2011
Bloomberg September 2007 - May 2010
Bloomberg 2007 - 2009
Merrill Lynch August 2006 - September 2007
Skills
Huthwaite SPIN Selling, Interviewing Skills, Account Management, Recruiting, Selling, Lead Generation, Contract Negotiation, CRM, Salesforce.com, Sales Process, B2B, Leadership, Management, Cold Calling, New Business Development, Strategy, Public Speaking, Interviews, Customer Service, Marketing
Education
New York Law School 2002 — 2005
University at Albany, SUNY 1998 — 2002
B.A, American History and Political Science
University at Albany, SUNY 1998 — 2002
B.A, American History and Political Science
Nanuet 1994 — 1998
Patrick Pavone's Merrill Lynch Experience May 2011 - February 2014
Job Aquisitions
Industry Real Estate
Experience
Olmstead Properties February 2014 - Present
Merrill Lynch May 2011 - February 2014
Advantage Consulting Group March 2008 - March 2012
Jim Himes for Congress March 2008 - March 2011
John Edwards for President 2007 - 2008
Clinton Global Initiative July 2006 - September 2006
Skills
Politics, Political Campaigns, Public Policy, Policy Analysis, Political Science, Fundraising, Nonprofits, Government, Strategic Communications, Policy, Legal Research, Political Consulting, International Relations, Legal Writing
Education
New York Law School 2004 — 2007
Doctor of Law (JD), Law
New York University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Olmstead Properties February 2014 - Present
Merrill Lynch May 2011 - February 2014
Advantage Consulting Group March 2008 - March 2012
Jim Himes for Congress March 2008 - March 2011
John Edwards for President 2007 - 2008
Clinton Global Initiative July 2006 - September 2006
Skills
Politics, Political Campaigns, Public Policy, Policy Analysis, Political Science, Fundraising, Nonprofits, Government, Strategic Communications, Policy, Legal Research, Political Consulting, International Relations, Legal Writing
Education
New York Law School 2004 — 2007
Doctor of Law (JD), Law
New York University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Daniel Max's Merrill Lynch Experience Vice PresidentMcMahan SecuritiesJanuary 2009 - Present
Job Vice President at McMahan Securities
Industry Financial Services
Experience
Merrill Lynch Vice PresidentMcMahan SecuritiesJanuary 2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. 1997 - 2007
Education
New York University 1994 — 1998
Merrill Lynch Vice PresidentMcMahan SecuritiesJanuary 2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. 1997 - 2007
Education
New York University 1994 — 1998
Michele Baldini's Merrill Lynch Experience 2005 - 2010
Job Quantitative Analyst at Millennium Partners
Industry Investment Management
Experience
Millennium Partners 2011 - Present
CMC Markets 2010 - 2011
Merrill Lynch 2005 - 2010
Northwestern University 2004 - 2005
Skills
Quant, Quantitative Investing, Quantitative Finance, Derivatives, Equity Derivatives, Financial Engineering, Market Making, FX Options, Trading Systems, Fixed Income, Equities, Interest Rate..., Options, Financial Markets, Market Risk, Credit Derivatives, Structured Products, Financial Risk, Trading Strategies, Statistical Arbitrage, Proprietary Trading, Quantitative Analytics, Volatility, Electronic Trading, Hedge Funds, Hedging
Education
New York University 2001 — 2004
PhD, Theoretical and Mathematical Physics
New York University 1999 — 2001
MS, Physics
Università di Bologna 1992 — 1998
Laurea, Physics
Millennium Partners 2011 - Present
CMC Markets 2010 - 2011
Merrill Lynch 2005 - 2010
Northwestern University 2004 - 2005
Skills
Quant, Quantitative Investing, Quantitative Finance, Derivatives, Equity Derivatives, Financial Engineering, Market Making, FX Options, Trading Systems, Fixed Income, Equities, Interest Rate..., Options, Financial Markets, Market Risk, Credit Derivatives, Structured Products, Financial Risk, Trading Strategies, Statistical Arbitrage, Proprietary Trading, Quantitative Analytics, Volatility, Electronic Trading, Hedge Funds, Hedging
Education
New York University 2001 — 2004
PhD, Theoretical and Mathematical Physics
New York University 1999 — 2001
MS, Physics
Università di Bologna 1992 — 1998
Laurea, Physics
Marcus Allison's Merrill Lynch Experience eDiscovery Relationship AnalystMetLife2011 - 2013
Job AVP at Merrill Lynch
Industry Legal Services
Cal Payne's Merrill Lynch Experience December 1997 - April 1999
Job Vice President Core Engineering at JP Morgan Chase
Industry Computer Software
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase November 2002 - December 2012
JPMorgan Chase April 1999 - November 2002
Merrill Lynch December 1997 - April 1999
Citi April 1997 - December 1997
Education
New York University
JPMorgan Chase January 2013 - Present
JPMorgan Chase November 2002 - December 2012
JPMorgan Chase April 1999 - November 2002
Merrill Lynch December 1997 - April 1999
Citi April 1997 - December 1997
Education
New York University
Rich Silverman's Merrill Lynch Experience April 1994 - December 2001
Job partner at Brunswick Group
Industry Public Relations and Communications
Experience
Brunswick Group Head of Global CommunciationsLazardSeptember 2003 - December 2006
Honeywell October 2002 - September 2003
Merrill Lynch April 1994 - December 2001
Dow Jones 1982 - 1994
Education
New York University 1977 — 1981
Brunswick Group Head of Global CommunciationsLazardSeptember 2003 - December 2006
Honeywell October 2002 - September 2003
Merrill Lynch April 1994 - December 2001
Dow Jones 1982 - 1994
Education
New York University 1977 — 1981
Laurie Page's Merrill Lynch Experience 1995 - 2002
Job Private Investigator at The Page Effect Private Investigations, LLC
Industry Legal Services
Experience
The Page Effect Private Investigations, LLC November 2013 - Present
DLA Piper November 2010 - January 2013
McCarter & English, LLP March 2004 - November 2010
Merrill Lynch 1995 - 2002
Cook County State's Attorney's Office October 1990 - September 1995
Skills
Litigation, Corporate Law, Private Investigations, Compliance, White Collar Criminal..., Criminal Investigations, Securities Fraud
Education
New York Law School 1988 — 1990
Doctor of Law (J.D.), Criminology
University of Arizona 1969 — 1975
B.A., English Literature, Education
The Page Effect Private Investigations, LLC November 2013 - Present
DLA Piper November 2010 - January 2013
McCarter & English, LLP March 2004 - November 2010
Merrill Lynch 1995 - 2002
Cook County State's Attorney's Office October 1990 - September 1995
Skills
Litigation, Corporate Law, Private Investigations, Compliance, White Collar Criminal..., Criminal Investigations, Securities Fraud
Education
New York Law School 1988 — 1990
Doctor of Law (J.D.), Criminology
University of Arizona 1969 — 1975
B.A., English Literature, Education
Nigel Simpson's Merrill Lynch Experience August 1997 - February 2001
Job Owner
Industry Financial Services
Experience
Marquis Business and Technology Solutions July 2011 - Present
Business and Technology Consulting Firm September 2004 - September 2011
Freddie Mac 2010 - 2011
Principia Partners 2004 - 2006
Societe Generale February 2003 - September 2004
SGCIB 2001 - 2004
Merrill Lynch August 1997 - February 2001
Lehman 1992 - 1996
Information Builders 1988 - 1991
Skills
Risk Management, Equities, Market Data, Software Documentation, Cash Management, Interest Rate..., Derivatives, Fixed Income, Summit, Capital Markets, Credit Derivatives, FX Options
Education
New York University 1998 — 1999
Risk Management, Interest Rate Derivatives
University of the West Indies 1981 — 1985
Bachelor of Science, Computer Science
Marquis Business and Technology Solutions July 2011 - Present
Business and Technology Consulting Firm September 2004 - September 2011
Freddie Mac 2010 - 2011
Principia Partners 2004 - 2006
Societe Generale February 2003 - September 2004
SGCIB 2001 - 2004
Merrill Lynch August 1997 - February 2001
Lehman 1992 - 1996
Information Builders 1988 - 1991
Skills
Risk Management, Equities, Market Data, Software Documentation, Cash Management, Interest Rate..., Derivatives, Fixed Income, Summit, Capital Markets, Credit Derivatives, FX Options
Education
New York University 1998 — 1999
Risk Management, Interest Rate Derivatives
University of the West Indies 1981 — 1985
Bachelor of Science, Computer Science
Stephen Grunberg's Merrill Lynch Experience July 2001 - March 2006
Job Director Compliance at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank October 2009 - Present
Standard Chartered Bank October 2009 - Present
RBS Greenwich Capital October 2008 - October 2009
Royal Bank October 2008 - October 2009
ABN AMRO October 2006 - October 2009
ABN AMRO Bank March 2006 - October 2008
Merrill Lynch July 2001 - March 2006
Skills
AML, USA PATRIOT Act, KYC, Securities, Capital Markets, Series 7, Hedge Funds, Bank Secrecy Act, Fixed Income, Loans
Education
New York Law School 2004 — 2008
JD
University of Connecticut 1997 — 2001
BS, Political Science
New York Law School
J.D
University of Connecticut
Bachelors of Arts, Political Science
Standard Chartered Bank October 2009 - Present
Standard Chartered Bank October 2009 - Present
RBS Greenwich Capital October 2008 - October 2009
Royal Bank October 2008 - October 2009
ABN AMRO October 2006 - October 2009
ABN AMRO Bank March 2006 - October 2008
Merrill Lynch July 2001 - March 2006
Skills
AML, USA PATRIOT Act, KYC, Securities, Capital Markets, Series 7, Hedge Funds, Bank Secrecy Act, Fixed Income, Loans
Education
New York Law School 2004 — 2008
JD
University of Connecticut 1997 — 2001
BS, Political Science
New York Law School
J.D
University of Connecticut
Bachelors of Arts, Political Science
Tanya Kim-Johnson's Merrill Lynch Experience Associate DirectorUBS Investment BankJuly 1997 - January 2000
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Associate DirectorUBS Investment BankJuly 1997 - January 2000
Merrill Lynch October 1995 - July 1997
Education
New York University 1988 — 1992
BA
Merrill Lynch Associate DirectorUBS Investment BankJuly 1997 - January 2000
Merrill Lynch October 1995 - July 1997
Education
New York University 1988 — 1992
BA
Michael Prokop's Merrill Lynch Experience January 2008 - October 2008
Job Attorney Contract Negotiation Specialist Group at Barclays
Industry Financial Services
Experience
Barclays March 2015 - Present
Pine River Capital Management March 2013 - December 2014
J.P. Morgan September 2011 - March 2013
WR Group Holdings January 2010 - October 2011
Bank of America September 2009 - January 2010
Credit Suisse November 2008 - February 2009
Merrill Lynch January 2008 - October 2008
THACHER PROFFITT July 2005 - July 2006
Skills
Due Diligence, Mergers & Acquisitions, Capital Markets, Asset Management, Finance, Derivatives, Corporate Law, Hedge Funds, Equities, Fixed Income
Education
New York Law School 2006 — 2009
Juris Doctorate
University of Richmond 2001 — 2005
Bachelor of Science, Business Administration/Marketing and Management Systems
University of Richmond - Robins School of Business 2001 — 2005
BS/BA
Barclays March 2015 - Present
Pine River Capital Management March 2013 - December 2014
J.P. Morgan September 2011 - March 2013
WR Group Holdings January 2010 - October 2011
Bank of America September 2009 - January 2010
Credit Suisse November 2008 - February 2009
Merrill Lynch January 2008 - October 2008
THACHER PROFFITT July 2005 - July 2006
Skills
Due Diligence, Mergers & Acquisitions, Capital Markets, Asset Management, Finance, Derivatives, Corporate Law, Hedge Funds, Equities, Fixed Income
Education
New York Law School 2006 — 2009
Juris Doctorate
University of Richmond 2001 — 2005
Bachelor of Science, Business Administration/Marketing and Management Systems
University of Richmond - Robins School of Business 2001 — 2005
BS/BA
Jeannette Marquez's Merrill Lynch Experience 2007 - 2009
Job Always keep a "can do" approach!
Industry Investment Banking
Experience
Merrill Lynch 2007 - 2009
NYU School of Law 2000 - 2007
Education
New York University
BS
The Sage Colleges-Sage College of Albany
Merrill Lynch 2007 - 2009
NYU School of Law 2000 - 2007
Education
New York University
BS
The Sage Colleges-Sage College of Albany
Laura Egodigwe's Merrill Lynch Experience VP/Communications Manager Enterprise Employee EngagementBank of America Merrill LynchJune 2009 - Present
Job Writer/Editor/Communications Professional
Industry Financial Services
Experience
Merrill Lynch VP/Communications Manager Enterprise Employee EngagementBank of America Merrill LynchJune 2009 - Present
Black Enterprise 1996 - 2009
New York Post 2005 - 2006
Wall Street Journal 1997 - 2003
Dow Jones Newswires May 1992 - June 1997
Skills
Copy Editing, Journalism, Web Content, Editorial, Social Media, Crisis Communications, Media Relations, Internal Communications, Corporate Communications, Magazines, Editing, Blogging, Storytelling, New Media, Publications, Public Relations, Publishing, Newsletters, Public Speaking, Press Releases, Employee Engagement, Fundraising, Digital Media, Copywriting, News Writing, Marketing Communications, Event Planning, Strategic Communications, Content Development, Content Strategy
Education
New York University
B.A., Journalism
Merrill Lynch VP/Communications Manager Enterprise Employee EngagementBank of America Merrill LynchJune 2009 - Present
Black Enterprise 1996 - 2009
New York Post 2005 - 2006
Wall Street Journal 1997 - 2003
Dow Jones Newswires May 1992 - June 1997
Skills
Copy Editing, Journalism, Web Content, Editorial, Social Media, Crisis Communications, Media Relations, Internal Communications, Corporate Communications, Magazines, Editing, Blogging, Storytelling, New Media, Publications, Public Relations, Publishing, Newsletters, Public Speaking, Press Releases, Employee Engagement, Fundraising, Digital Media, Copywriting, News Writing, Marketing Communications, Event Planning, Strategic Communications, Content Development, Content Strategy
Education
New York University
B.A., Journalism
Ann Diver's Merrill Lynch Experience 1990 - 2009
Job Deputy General Auditor at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation June 2015 - Present
Bank of America January 2009 - June 2015
Merrill Lynch 1990 - 2009
merrill lynch 1982 - 2009
Merrill Lynch January 2006 - December 2008
Education
New York University 1984 — 1988
MBA
Syracuse University 1977 — 1981
BA, Economics, international political economy
The Depository Trust & Clearing Corporation June 2015 - Present
Bank of America January 2009 - June 2015
Merrill Lynch 1990 - 2009
merrill lynch 1982 - 2009
Merrill Lynch January 2006 - December 2008
Education
New York University 1984 — 1988
MBA
Syracuse University 1977 — 1981
BA, Economics, international political economy
Anita Zarbis's Merrill Lynch Experience July 1970 - October 1987
Job CEO & Financial Advisor
Industry Financial Services
Experience
Capital One Financial Advisors September 1988 - Present
Camaz Realty September 1988 - Present
Camaz Realty 1988 - 2012
Merrill Lynch July 1970 - October 1987
Skills
Financial Analysis, Business Analysis, Financial Modeling, Portfolio Management, Investments, Equities, Banking, Corporate Finance, Credit, Valuation
Education
NY University 1975 — 1982
Bachelor's degree in Finance and Economics, CEO of Camaz Realty and a Financial Consultant
New York University 1972 — 1979
Bachelor, Finance & Management
Capital One Financial Advisors September 1988 - Present
Camaz Realty September 1988 - Present
Camaz Realty 1988 - 2012
Merrill Lynch July 1970 - October 1987
Skills
Financial Analysis, Business Analysis, Financial Modeling, Portfolio Management, Investments, Equities, Banking, Corporate Finance, Credit, Valuation
Education
NY University 1975 — 1982
Bachelor's degree in Finance and Economics, CEO of Camaz Realty and a Financial Consultant
New York University 1972 — 1979
Bachelor, Finance & Management
Kathleen Hilley's Merrill Lynch Experience 1999 - 1999
Job Negotiator HSBC Bank USA, N.A.
Industry Capital Markets
Experience
HSBC BANK USA, N.A. April 2013 - Present
Bear Stearns July 2000 - August 2002
Merrill Lynch 1999 - 1999
UBS 1998 - 1999
ING Baring (U.S.) Capital Markets, Inc. 1993 - 1997
UBS Securities (Swaps) Inc. 1990 - 1993
Skills
Dodd-Frank, Collateral Management, Credit, Banking, Portfolio Management
Education
New York University
Bachelor of Arts (B.A.)
American University - Rome, Italy
HSBC BANK USA, N.A. April 2013 - Present
Bear Stearns July 2000 - August 2002
Merrill Lynch 1999 - 1999
UBS 1998 - 1999
ING Baring (U.S.) Capital Markets, Inc. 1993 - 1997
UBS Securities (Swaps) Inc. 1990 - 1993
Skills
Dodd-Frank, Collateral Management, Credit, Banking, Portfolio Management
Education
New York University
Bachelor of Arts (B.A.)
American University - Rome, Italy
Ajai Thomas's Merrill Lynch Experience 1995 - 1999
Job Managing Director Head of Investor Relations at Hollis Park Partners LP
Industry Banking
Experience
Hollis Park Partners LP March 2014 - Present
Deutsche Bank Alternative Fund Services April 2010 - March 2014
Fortis Group - Prime Fund Solutions February 2005 - April 2010
Salomon Brothers February 2001 - February 2005
Lord Abbett November 1999 - March 2001
Merrill Lynch 1995 - 1999
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structuring, Private Equity, Financial Structuring, Fund Of Funds, Derivatives, Portfolio Management, Equities, Asset Managment, Capital Markets, Prime Brokerage, Investment Banking, Due Diligence, Asset Management, Trading, Investments, Financial Markets, Securities, Equity Research, Equity Derivatives, Finance, Investor Relations, Financial Services, Mutual Funds, Options, Valuation, Structured Products, Investment Management, Fund Administration, Bloomberg, Bonds, FX Options, Structured Finance, Emerging Markets, Asset Allocation, Credit Derivatives, Hedging, Middle Office, Commodity, Equity Trading, Trading Systems, Electronic Trading, Series 7
Education
New York University 2006 — 2010
Diploma, Credit Analysis
St. John's University, The Peter J. Tobin College of Business 1991 — 1994
Bachelor of Science, Finance and Accounting
Our Lady of Snows & St Francis Prep
Academic
Hollis Park Partners LP March 2014 - Present
Deutsche Bank Alternative Fund Services April 2010 - March 2014
Fortis Group - Prime Fund Solutions February 2005 - April 2010
Salomon Brothers February 2001 - February 2005
Lord Abbett November 1999 - March 2001
Merrill Lynch 1995 - 1999
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structuring, Private Equity, Financial Structuring, Fund Of Funds, Derivatives, Portfolio Management, Equities, Asset Managment, Capital Markets, Prime Brokerage, Investment Banking, Due Diligence, Asset Management, Trading, Investments, Financial Markets, Securities, Equity Research, Equity Derivatives, Finance, Investor Relations, Financial Services, Mutual Funds, Options, Valuation, Structured Products, Investment Management, Fund Administration, Bloomberg, Bonds, FX Options, Structured Finance, Emerging Markets, Asset Allocation, Credit Derivatives, Hedging, Middle Office, Commodity, Equity Trading, Trading Systems, Electronic Trading, Series 7
Education
New York University 2006 — 2010
Diploma, Credit Analysis
St. John's University, The Peter J. Tobin College of Business 1991 — 1994
Bachelor of Science, Finance and Accounting
Our Lady of Snows & St Francis Prep
Academic
Laurent Bensimon's Merrill Lynch Experience 1998 - 2007
Job Equities Post Trade Business Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital April 2010 - Present
Ben Porat Yosef July 2012 - June 2014
Ben Porat Yosef July 2009 - June 2012
Citi July 2007 - April 2010
Merrill Lynch 1998 - 2007
PricewaterhouseCoopers 1997 - 1998
Skills
Program Management, Change Management, Equities, Relationship Management, Project Management, Financial Analysis, Business Analysis, Budgeting & Forecasting, Finance, Accounting, Integration, Strategy, Strategic Planning, Risk Management, Investment Banking, Project Planning, Financial Services, Testing, Middle Office, Derivatives, Capital Markets, Fixed Income, Fundraising, Event Management, Management, Banking
Education
New York University 2006 — 2007
Real Estate
University of Maryland College Park 1993 — 1997
B.S., Accounting and Logistics
Barclays Capital April 2010 - Present
Ben Porat Yosef July 2012 - June 2014
Ben Porat Yosef July 2009 - June 2012
Citi July 2007 - April 2010
Merrill Lynch 1998 - 2007
PricewaterhouseCoopers 1997 - 1998
Skills
Program Management, Change Management, Equities, Relationship Management, Project Management, Financial Analysis, Business Analysis, Budgeting & Forecasting, Finance, Accounting, Integration, Strategy, Strategic Planning, Risk Management, Investment Banking, Project Planning, Financial Services, Testing, Middle Office, Derivatives, Capital Markets, Fixed Income, Fundraising, Event Management, Management, Banking
Education
New York University 2006 — 2007
Real Estate
University of Maryland College Park 1993 — 1997
B.S., Accounting and Logistics
Andreas Gocksch's Merrill Lynch Experience 1998 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
CRT Capital January 2011 - August 2014
Swiss Re June 2005 - August 2010
Merrill Lynch 1998 - 2005
Morgan Stanley January 1994 - March 1999
Brookhaven National Laboratory September 1988 - December 1993
Skills
Capital Markets, Portfolio Management, Derivatives, Financial Risk, Fixed Income, Financial Markets, Market Risk, Hedge Funds, Investment Banking, Equities, Management, Risk Management, Commodity, ABS, Investments, MBS
Education
New York University 1979 — 1983
Doctor of Philosophy (Ph.D.), Theoretical Physics
CRT Capital January 2011 - August 2014
Swiss Re June 2005 - August 2010
Merrill Lynch 1998 - 2005
Morgan Stanley January 1994 - March 1999
Brookhaven National Laboratory September 1988 - December 1993
Skills
Capital Markets, Portfolio Management, Derivatives, Financial Risk, Fixed Income, Financial Markets, Market Risk, Hedge Funds, Investment Banking, Equities, Management, Risk Management, Commodity, ABS, Investments, MBS
Education
New York University 1979 — 1983
Doctor of Philosophy (Ph.D.), Theoretical Physics
Laurie Page's Merrill Lynch Experience September 1995 - September 2002
Job Consultant/Attorney at McCarter & English, LLP
Industry Legal Services
Experience
McCarter & English, LLP March 2004 - Present
Merrill Lynch September 1995 - September 2002
Education
New York Law School 1988 — 1990
J.D., Criminal Law
McCarter & English, LLP March 2004 - Present
Merrill Lynch September 1995 - September 2002
Education
New York Law School 1988 — 1990
J.D., Criminal Law
Dave Franceschina's Merrill Lynch Experience November 1995 - Present
Job Software Developer at Bank of America
Industry Information Technology and Services
Experience
Merrill Lynch November 1995 - Present
Skills
SQL, Software Development, XML, Microsoft SQL Server, Requirements Analysis, DB2, Visio
Education
New York University 1988 — 1989
Certificate, Computer Technology
Queens College 1980 — 1986
B.A., Music/Education
Merrill Lynch November 1995 - Present
Skills
SQL, Software Development, XML, Microsoft SQL Server, Requirements Analysis, DB2, Visio
Education
New York University 1988 — 1989
Certificate, Computer Technology
Queens College 1980 — 1986
B.A., Music/Education
William Maloney, CMT's Merrill Lynch Experience 1995 - 1997
Job at Bloomberg
Industry Financial Services
Experience
Bloomberg First Word September 2010 - Present
Cabrera Capital Markets, LLC February 2010 - September 2010
ThomsonReuters June 2007 - February 2009
Hold Brothers Trading Company 2005 - 2007
Pershing Trading Company/Bank of New York 1997 - 2004
Merrill Lynch 1995 - 1997
Merrill Lynch April 1992 - January 1995
Education
Pace University MBA 1997 — 2002
MBA, Portfolio Management
University of Delaware 1988 — 1991
Saint John's University 1987 — 1987
Ridge High School 1984 — 1987
New York University
Bloomberg First Word September 2010 - Present
Cabrera Capital Markets, LLC February 2010 - September 2010
ThomsonReuters June 2007 - February 2009
Hold Brothers Trading Company 2005 - 2007
Pershing Trading Company/Bank of New York 1997 - 2004
Merrill Lynch 1995 - 1997
Merrill Lynch April 1992 - January 1995
Education
Pace University MBA 1997 — 2002
MBA, Portfolio Management
University of Delaware 1988 — 1991
Saint John's University 1987 — 1987
Ridge High School 1984 — 1987
New York University
Yougang Tian's Merrill Lynch Experience June 2010 - Present
Job VP, Equity Linked Technology
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
TUDOR INVESTMENT CORPORATION May 2008 - February 2010
Sagarmatha Capital Management LLC September 2005 - May 2008
Lehman Brothers June 2004 - September 2005
Euro Brokers Inc. September 1999 - June 2004
Skills
Fixed Income, Trading Strategies, Hedge Funds, Trading Systems, Electronic Trading, Capital Markets, Derivatives, Equities, Market Data, Risk Management
Education
New York University 1996 — 1997
MS, Computer Science
The University of New Mexico 1994 — 1996
Master's degree, Civil Engineering
Xi'an Jiaotong University 1986 — 1993
BS/MS, Applied Mechanics
Merrill Lynch June 2010 - Present
TUDOR INVESTMENT CORPORATION May 2008 - February 2010
Sagarmatha Capital Management LLC September 2005 - May 2008
Lehman Brothers June 2004 - September 2005
Euro Brokers Inc. September 1999 - June 2004
Skills
Fixed Income, Trading Strategies, Hedge Funds, Trading Systems, Electronic Trading, Capital Markets, Derivatives, Equities, Market Data, Risk Management
Education
New York University 1996 — 1997
MS, Computer Science
The University of New Mexico 1994 — 1996
Master's degree, Civil Engineering
Xi'an Jiaotong University 1986 — 1993
BS/MS, Applied Mechanics
Nicole XuLing Zhang's Merrill Lynch Experience September 2009 - May 2010
Job Analyst at IFM Investors
Industry Banking
Experience
IFM Investors March 2014 - Present
RBC Capital Markets July 2011 - March 2014
Merrill Lynch September 2009 - May 2010
Skills
Valuation, Equities, Financial Modeling, Investment Banking, Infrastructure, Financial Analysis, Economics, Project Finance
Education
New York University 2006 — 2011
Bachelor's Degree, Economics, Chemistry
Kickapoo High School
IFM Investors March 2014 - Present
RBC Capital Markets July 2011 - March 2014
Merrill Lynch September 2009 - May 2010
Skills
Valuation, Equities, Financial Modeling, Investment Banking, Infrastructure, Financial Analysis, Economics, Project Finance
Education
New York University 2006 — 2011
Bachelor's Degree, Economics, Chemistry
Kickapoo High School
deborah spisak's Merrill Lynch Experience March 2001 - November 2004
Job Senior Project Specialist at BristolMyers Squibb, Princeton, New Jersey
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb, Princeton, New Jersey April 2011 - Present
Edusa Pharmaceuticals, Inc. December 2009 - May 2011
HealthCare Ventures LLC August 2005 - December 2009
Merrill Lynch March 2001 - November 2004
Merrill Lynch March 1996 - September 2001
Skills
CRM, Leadership, Management, Marketing, Event Management, Marketing Strategy, Project Management, Event Planning, Budgets, Public Speaking, Human Resources, Team Management, Financial Services, Teamwork, Pharmaceutical Industry
Education
New York University
Business
Bristol-Myers Squibb, Princeton, New Jersey April 2011 - Present
Edusa Pharmaceuticals, Inc. December 2009 - May 2011
HealthCare Ventures LLC August 2005 - December 2009
Merrill Lynch March 2001 - November 2004
Merrill Lynch March 1996 - September 2001
Skills
CRM, Leadership, Management, Marketing, Event Management, Marketing Strategy, Project Management, Event Planning, Budgets, Public Speaking, Human Resources, Team Management, Financial Services, Teamwork, Pharmaceutical Industry
Education
New York University
Business
Hellen Bayer's Merrill Lynch Experience July 1997 - September 2002
Job Project Director
Industry Internet
Experience
Squiz August 2015 - Present
eFront January 2012 - August 2015
Pershing August 2010 - January 2012
Citigroup October 2007 - August 2010
Deutsche Bank September 2002 - October 2007
Merrill Lynch July 1997 - September 2002
Skills
PMO, SDLC, Project Portfolio..., Risk Management, Financial Services, Software Project..., Business Analysis, IT Strategy, Requirements Gathering, Project Management, Vendor Management, Alternative Investments, CRM, Project Delivery, Relationship Management, MS Project, Software Implementation, IT Security Assessments, Management, Microsoft Project, Strategy
Education
New York University 1993 — 1997
BA, English Literature and Political Science
Squiz August 2015 - Present
eFront January 2012 - August 2015
Pershing August 2010 - January 2012
Citigroup October 2007 - August 2010
Deutsche Bank September 2002 - October 2007
Merrill Lynch July 1997 - September 2002
Skills
PMO, SDLC, Project Portfolio..., Risk Management, Financial Services, Software Project..., Business Analysis, IT Strategy, Requirements Gathering, Project Management, Vendor Management, Alternative Investments, CRM, Project Delivery, Relationship Management, MS Project, Software Implementation, IT Security Assessments, Management, Microsoft Project, Strategy
Education
New York University 1993 — 1997
BA, English Literature and Political Science
Jean Lundy's Merrill Lynch Experience September 1998 - July 2008
Job Research Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2011 - Present
Family Financial Service November 2010 - October 2011
Merrill Lynch September 1998 - July 2008
Merrill Lynch January 1998 - January 2008
Chase Manhattan Bank January 1994 - January 1998
Education
City University of New York-Brooklyn College 1988 — 1994
Political Science
Brooklyn College, City University of New YorkNew York University
Bachelor of Arts, Political Science
New York University
JPMorgan Chase October 2011 - Present
Family Financial Service November 2010 - October 2011
Merrill Lynch September 1998 - July 2008
Merrill Lynch January 1998 - January 2008
Chase Manhattan Bank January 1994 - January 1998
Education
City University of New York-Brooklyn College 1988 — 1994
Political Science
Brooklyn College, City University of New YorkNew York University
Bachelor of Arts, Political Science
New York University
Courtney Smith, CFA's Merrill Lynch Experience April 2004 - September 2008
Job Emerging Markets Sales and Trading, BBVA
Industry Financial Services
Experience
BBVA December 2010 - Present
Broadpoint Gleacher July 2010 - November 2010
BTIG August 2009 - July 2010
UBS December 2008 - August 2009
Merrill Lynch April 2004 - September 2008
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Emerging Markets, Series 7, Equities, Bonds, Derivatives, Trading, Portfolio Management, Investment Banking, Financial Markets, Investments, Securities, Valuation, Credit Derivatives, Asset Managment, Structured Products, Financial Modeling
Education
New York University 1999 — 2003
BBVA December 2010 - Present
Broadpoint Gleacher July 2010 - November 2010
BTIG August 2009 - July 2010
UBS December 2008 - August 2009
Merrill Lynch April 2004 - September 2008
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Emerging Markets, Series 7, Equities, Bonds, Derivatives, Trading, Portfolio Management, Investment Banking, Financial Markets, Investments, Securities, Valuation, Credit Derivatives, Asset Managment, Structured Products, Financial Modeling
Education
New York University 1999 — 2003
Jake Tarteroff's Merrill Lynch Experience Senior ConsultantBearingPoint2000 - 2006
Job Investment Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Senior ConsultantBearingPoint2000 - 2006
UNICEF 1996 - 1998
Education
New York University
BA, International Relations
Merrill Lynch Senior ConsultantBearingPoint2000 - 2006
UNICEF 1996 - 1998
Education
New York University
BA, International Relations
Kristin Schwenk's Merrill Lynch Experience May 2005 - June 2007
Job Manager
Industry Financial Services
Experience
Deloitte July 2013 - Present
Deloitte UK February 2012 - May 2013
Brigade Capital June 2007 - June 2011
Merrill Lynch May 2005 - June 2007
Deloitte October 2002 - May 2005
Skills
Accounting, Fund Accounting, Corporate Finance, Hedge Funds, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Investments
Education
New York University 2007 — 2010
MBA, Businesss Administration
Villanova University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Deloitte July 2013 - Present
Deloitte UK February 2012 - May 2013
Brigade Capital June 2007 - June 2011
Merrill Lynch May 2005 - June 2007
Deloitte October 2002 - May 2005
Skills
Accounting, Fund Accounting, Corporate Finance, Hedge Funds, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Investments
Education
New York University 2007 — 2010
MBA, Businesss Administration
Villanova University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Brian J. Freer, Esq.'s Merrill Lynch Experience January 2001 - June 2001
Job Attorney at Thornton Law Firm LLP
Industry Law Practice
Experience
Thornton Law Firm LLP January 2012 - Present
Passaic County Prosecutor's Office January 2008 - August 2010
Counsel to the House of Representatives June 2009 - August 2009
QBE Insurance Group May 2008 - August 2008
Merrill Lynch January 2001 - June 2001
Skills
Research, Analysis, Financial Analysis, Legal Research, Spanish, Trials, Appeals, Legal Writing, Commercial Litigation, Westlaw, Public Speaking, Hearings, Personal Injury, Civil Litigation, Litigation Support, Litigation, Intellectual Property
Education
New York Law School 2008 — 2011
JD
Villanova University 2004 — 2008
B.S., Finance
Bergen Catholic 2000 — 2004
Thornton Law Firm LLP January 2012 - Present
Passaic County Prosecutor's Office January 2008 - August 2010
Counsel to the House of Representatives June 2009 - August 2009
QBE Insurance Group May 2008 - August 2008
Merrill Lynch January 2001 - June 2001
Skills
Research, Analysis, Financial Analysis, Legal Research, Spanish, Trials, Appeals, Legal Writing, Commercial Litigation, Westlaw, Public Speaking, Hearings, Personal Injury, Civil Litigation, Litigation Support, Litigation, Intellectual Property
Education
New York Law School 2008 — 2011
JD
Villanova University 2004 — 2008
B.S., Finance
Bergen Catholic 2000 — 2004
Michael Finkelberg's Merrill Lynch Experience June 2008 - August 2009
Job Research Analyst at Snow Park Capital Partners
Industry Investment Management
Experience
Snow Park Capital Partners April 2015 - Present
Luxor Capital February 2013 - March 2015
Moelis & Company July 2011 - February 2013
Goldman Sachs June 2010 - August 2010
NYU August 2009 - May 2010
Merrill Lynch June 2008 - August 2009
Education
New York University 2007 — 2011
BS, Finance and Information Systems
Snow Park Capital Partners April 2015 - Present
Luxor Capital February 2013 - March 2015
Moelis & Company July 2011 - February 2013
Goldman Sachs June 2010 - August 2010
NYU August 2009 - May 2010
Merrill Lynch June 2008 - August 2009
Education
New York University 2007 — 2011
BS, Finance and Information Systems
Roman Fogel's Merrill Lynch Experience August 2007 - August 2008
Job Attorney at Fogel Law Firm, LLC.
Industry Law Practice
Experience
Fogel Law Firm, LLC. February 2013 - Present
Amres Lending 2015 - Present
Advanced Plasma Solutions December 2012 - Present
Merrill Lynch August 2007 - August 2008
Skills
Legal Research, Legal Writing, Microsoft Excel, Financial Modeling, Microsoft Word, Microsoft Office, Securities Regulation, Litigation, PowerPoint, Financial Analysis
Education
New York Law School 2008 — 2011
Penn State University 2004 — 2006
Bachelor of Science (BS), Finance, General
Fogel Law Firm, LLC. February 2013 - Present
Amres Lending 2015 - Present
Advanced Plasma Solutions December 2012 - Present
Merrill Lynch August 2007 - August 2008
Skills
Legal Research, Legal Writing, Microsoft Excel, Financial Modeling, Microsoft Word, Microsoft Office, Securities Regulation, Litigation, PowerPoint, Financial Analysis
Education
New York Law School 2008 — 2011
Penn State University 2004 — 2006
Bachelor of Science (BS), Finance, General
Geetha Sundaram's Merrill Lynch Experience November 2006 - June 2008
Job SVP Third Party Program Management at Citi
Industry Financial Services
Experience
Citi June 2013 - Present
Standard & Poor's September 2011 - June 2013
Merrill Lynch November 2006 - June 2008
Visa 2008 - 2008
Deloitte & Touche June 2001 - October 2006
KPMG Peat Marwick March 2000 - May 2001
State of NY Metropolitan Transportation Authority 1996 - August 1999
New York University September 1994 - September 1996
Skills
Enterprise Risk..., Operational Risk..., Credit Risk, Risk Mitigation, Compliance Management, Basel II, Financial Analysis, Strategic Planning, Business Strategy, Program Management, Process Engineering, Key Performance..., Change Management, Credit Analysis, Forecasting, Corporate Finance, Financial Modeling, Operational Due..., Business Process..., Management Consulting, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Management, Finance
New York University 1994 — 1996
MS, Public Policy & Management
Citi June 2013 - Present
Standard & Poor's September 2011 - June 2013
Merrill Lynch November 2006 - June 2008
Visa 2008 - 2008
Deloitte & Touche June 2001 - October 2006
KPMG Peat Marwick March 2000 - May 2001
State of NY Metropolitan Transportation Authority 1996 - August 1999
New York University September 1994 - September 1996
Skills
Enterprise Risk..., Operational Risk..., Credit Risk, Risk Mitigation, Compliance Management, Basel II, Financial Analysis, Strategic Planning, Business Strategy, Program Management, Process Engineering, Key Performance..., Change Management, Credit Analysis, Forecasting, Corporate Finance, Financial Modeling, Operational Due..., Business Process..., Management Consulting, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Management, Finance
New York University 1994 — 1996
MS, Public Policy & Management
Bruce Ficken's Merrill Lynch Experience October 2009 - January 2011
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2012 - Present
PGB Financial Services February 2012 - July 2014
Merrill Lynch October 2009 - January 2011
ARCS Commerical 1987 - 2001
Skills
Finance, Investments, Insurance, Portfolio Management, Financial Services, Estate Planning, Asset Management, Small Business, Investment Advisory, Mortgage Lending, Wealth Management, Retirement, Financial Analysis, Banking, Business Strategy, Customer Service, Commercial Lending, Asset Allocation, Strategic Financial..., Equities, Public Speaking, Loans, Credit, Credit Analysis, Series 7, Risk Management, Asset Managment, 401k, Retirement Planning, Underwriting, Financial Advisory, Sports Business, Financial Planning
Education
Teachers College of Columbia University 2006 — 2007
Certificate in Financial Planning, Investments and Securities, Financial Planing
New York University 2003 — 2005
M.S. Real Estate, Sports Business
Tulane University 1978 — 1982
B.A., History
LPL Financial February 2012 - Present
PGB Financial Services February 2012 - July 2014
Merrill Lynch October 2009 - January 2011
ARCS Commerical 1987 - 2001
Skills
Finance, Investments, Insurance, Portfolio Management, Financial Services, Estate Planning, Asset Management, Small Business, Investment Advisory, Mortgage Lending, Wealth Management, Retirement, Financial Analysis, Banking, Business Strategy, Customer Service, Commercial Lending, Asset Allocation, Strategic Financial..., Equities, Public Speaking, Loans, Credit, Credit Analysis, Series 7, Risk Management, Asset Managment, 401k, Retirement Planning, Underwriting, Financial Advisory, Sports Business, Financial Planning
Education
Teachers College of Columbia University 2006 — 2007
Certificate in Financial Planning, Investments and Securities, Financial Planing
New York University 2003 — 2005
M.S. Real Estate, Sports Business
Tulane University 1978 — 1982
B.A., History
Joseph Mechanic's Merrill Lynch Experience April 2006 - May 2007
Job Energy Broker at GFI Group
Industry Oil & Energy
Experience
GFI Group December 2014 - Present
Trident Brokerage Services January 2014 - September 2014
Mitsui & Co., Ltd. June 2007 - February 2013
Merrill Lynch April 2006 - May 2007
El Paso Corporation June 2000 - April 2006
Skills
Commodity, Proprietary Trading, Commodity Markets, Hedging, New Business Development, Derivatives, Swaps, Valuation, Trading, Options, Energy, Risk Management, Investments, Private Equity, Due Diligence, Commodity Risk..., Bloomberg, Natural Gas, Trading Strategies, Financial Markets, Electronic Trading, Financial Modeling, Equities, Trading Systems, Structured Products, Arbitrage, Hedge Funds, FX trading, Financial Structuring, FX Options, Fixed Income, Equity Derivatives, Market Risk, Structured Finance, Emerging Markets, Project Finance, Quantitative Analytics, Energy Markets, Investment Banking, Portfolio Management, Asset Management, Capital Markets, Economics, Currency, Financial Risk, Middle Office, Technical Analysis, Quantitative Finance
Education
University of California, Berkeley
BS, Economics
New York Law School
J.D., Law
GFI Group December 2014 - Present
Trident Brokerage Services January 2014 - September 2014
Mitsui & Co., Ltd. June 2007 - February 2013
Merrill Lynch April 2006 - May 2007
El Paso Corporation June 2000 - April 2006
Skills
Commodity, Proprietary Trading, Commodity Markets, Hedging, New Business Development, Derivatives, Swaps, Valuation, Trading, Options, Energy, Risk Management, Investments, Private Equity, Due Diligence, Commodity Risk..., Bloomberg, Natural Gas, Trading Strategies, Financial Markets, Electronic Trading, Financial Modeling, Equities, Trading Systems, Structured Products, Arbitrage, Hedge Funds, FX trading, Financial Structuring, FX Options, Fixed Income, Equity Derivatives, Market Risk, Structured Finance, Emerging Markets, Project Finance, Quantitative Analytics, Energy Markets, Investment Banking, Portfolio Management, Asset Management, Capital Markets, Economics, Currency, Financial Risk, Middle Office, Technical Analysis, Quantitative Finance
Education
University of California, Berkeley
BS, Economics
New York Law School
J.D., Law
Anusha Reddy's Merrill Lynch Experience September 2008 - December 2008
Job Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Envestnet Asset Management August 2010 - December 2010
Funambol May 2010 - August 2010
Bridge Global Strategies September 2009 - December 2009
Marcus and Millichap May 2009 - August 2009
AXA Advisors April 2009 - August 2009
Merrill Lynch September 2008 - December 2008
Sierra Atlantic June 2008 - July 2008
Skills
Market Research, Marketing, Blogging, Public Relations, Management, Press Releases, Business Development, Competitive Analysis, Mobile Devices, Databases, Social Media
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Psychology
Envestnet Asset Management August 2010 - December 2010
Funambol May 2010 - August 2010
Bridge Global Strategies September 2009 - December 2009
Marcus and Millichap May 2009 - August 2009
AXA Advisors April 2009 - August 2009
Merrill Lynch September 2008 - December 2008
Sierra Atlantic June 2008 - July 2008
Skills
Market Research, Marketing, Blogging, Public Relations, Management, Press Releases, Business Development, Competitive Analysis, Mobile Devices, Databases, Social Media
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Psychology
Noah Morgan's Merrill Lynch Experience April 2006 - December 2009
Job Employee Assistance Consultant at Harris Rothenberg International
Industry Hospital & Health Care
Experience
Harris Rothenberg International March 2011 - Present
Child Mind Institute March 2010 - January 2011
Merrill Lynch April 2006 - December 2009
Magellan Health Services September 2003 - January 2006
Magellan Health Services December 2002 - September 2003
Magellan Health Services December 2000 - December 2002
Education
New York University 1990 — 1992
MSW, Soical Work
Harris Rothenberg International March 2011 - Present
Child Mind Institute March 2010 - January 2011
Merrill Lynch April 2006 - December 2009
Magellan Health Services September 2003 - January 2006
Magellan Health Services December 2002 - September 2003
Magellan Health Services December 2000 - December 2002
Education
New York University 1990 — 1992
MSW, Soical Work
Samuel Gaussman's Merrill Lynch Experience January 2001 - November 2005
Job President at SG Advisory Services
Industry Financial Services
Experience
SG Advisory Services Managing DirectorUBS2007 - 2009
Merrill Lynch January 2001 - November 2005
New York Life Insurance Company 2000 - 2004
Morgan Stanley Smith Barney 1997 - 2000
Education
New York University
UCLA Anderson School of Management
University of Michigan Law School
SG Advisory Services Managing DirectorUBS2007 - 2009
Merrill Lynch January 2001 - November 2005
New York Life Insurance Company 2000 - 2004
Morgan Stanley Smith Barney 1997 - 2000
Education
New York University
UCLA Anderson School of Management
University of Michigan Law School
Evelyn Kyungjae Jeon's Merrill Lynch Experience September 2011 - December 2011
Job Analyst at International Finance Corporation
Industry Venture Capital & Private Equity
Experience
IFC - International Finance Corporation 2015 - Present
Citi June 2013 - 2014
Citi June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Skills
Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Private Equity, Equity Research, Project Finance, Microsoft Office, Economics, Microsoft Excel, Alternative Investments
Education
New York University 2009 — 2013
Bachelor's degree, Economics
IFC - International Finance Corporation 2015 - Present
Citi June 2013 - 2014
Citi June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Skills
Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Private Equity, Equity Research, Project Finance, Microsoft Office, Economics, Microsoft Excel, Alternative Investments
Education
New York University 2009 — 2013
Bachelor's degree, Economics
Akhil Garg, CFA's Merrill Lynch Experience November 2004 - May 2005
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2006 - Present
Goldman Sachs June 2005 - August 2005
Merrill Lynch November 2004 - May 2005
SCS Commodities Corp. June 2003 - August 2003
Skills
Bloomberg, Capital Markets, Financial Modeling, Structured Finance
Education
New York University 2002 — 2006
BS
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S.
Blair Academy 1998 — 2002
Goldman Sachs 2006 - Present
Goldman Sachs June 2005 - August 2005
Merrill Lynch November 2004 - May 2005
SCS Commodities Corp. June 2003 - August 2003
Skills
Bloomberg, Capital Markets, Financial Modeling, Structured Finance
Education
New York University 2002 — 2006
BS
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S.
Blair Academy 1998 — 2002
Paul Giappone's Merrill Lynch Experience August 2004 - June 2011
Job Director & Associate General Counsel Head of Investigations/Financial Crime at UBS Financial Services
Industry Financial Services
Experience
UBS January 2015 - Present
UBS October 2011 - January 2015
Merrill Lynch August 2004 - June 2011
Smith Barney August 1993 - July 2004
Prudential Securities April 1990 - July 1993
Bronx County District Attorney Office August 1984 - April 1990
Skills
Securities Litigation, Litigation Management, AML, Anti Money Laundering, Capital Markets, Commercial Litigation, Corporate Governance, Corporate Law, Dodd-Frank, Due Diligence, FINRA, Financial Services, Hedge Funds, Litigation, Securities, Securities Regulation, Series 24, Fraud, Equities
Education
New York Law School 1981 — 1984
J.D.
New York University 1977 — 1981
B.A.
UBS January 2015 - Present
UBS October 2011 - January 2015
Merrill Lynch August 2004 - June 2011
Smith Barney August 1993 - July 2004
Prudential Securities April 1990 - July 1993
Bronx County District Attorney Office August 1984 - April 1990
Skills
Securities Litigation, Litigation Management, AML, Anti Money Laundering, Capital Markets, Commercial Litigation, Corporate Governance, Corporate Law, Dodd-Frank, Due Diligence, FINRA, Financial Services, Hedge Funds, Litigation, Securities, Securities Regulation, Series 24, Fraud, Equities
Education
New York Law School 1981 — 1984
J.D.
New York University 1977 — 1981
B.A.
Dennis Rigas's Merrill Lynch Experience June 2010 - September 2010
Job Student at New York University
Industry Marketing and Advertising
Experience
Empire Merchants 2012 - 2014
The New York Observer October 2011 - April 2012
Sony Music Entertainment June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Flowers By Rigas January 2004 - August 2010
Skills
Photoshop, Microsoft Office, Microsoft Excel, PowerPoint, Social Media
Education
New York University 2008 — 2012
Empire Merchants 2012 - 2014
The New York Observer October 2011 - April 2012
Sony Music Entertainment June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Flowers By Rigas January 2004 - August 2010
Skills
Photoshop, Microsoft Office, Microsoft Excel, PowerPoint, Social Media
Education
New York University 2008 — 2012
Richard Bianco's Merrill Lynch Experience May 1989 - June 2000
Job Information Technology Professional
Industry Higher Education
Experience
Mercer County Community College September 2003 - Present
Merrill Lynch May 1989 - June 2000
Skills
Raiser's Edge, HelpStar, Windows Server 2008, Windows Server 2003, Windows 7, Windows XP Professional, Local Area Networks, Help Desk Software, MS SQL Server, Active Directory, Microsoft SQL Server, Windows Server, Symantec Backup Exec, Backup Exec, VendPrint, Antivirus, Windows, Help Desk Support, Symantec Endpoint..., Software Installation, Hardware, Visual Basic, VBScript, Visual Basic for..., IdentiPass, Allegiance, Deep Freeze, Windows XP, Servers, Microsoft Office, Public Speaking, Security
Education
NYU 1969 — 1973
Master of Science, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1965 — 1969
Bachelor of Engineering, Electrical Engineering
Mercer County Community College September 2003 - Present
Merrill Lynch May 1989 - June 2000
Skills
Raiser's Edge, HelpStar, Windows Server 2008, Windows Server 2003, Windows 7, Windows XP Professional, Local Area Networks, Help Desk Software, MS SQL Server, Active Directory, Microsoft SQL Server, Windows Server, Symantec Backup Exec, Backup Exec, VendPrint, Antivirus, Windows, Help Desk Support, Symantec Endpoint..., Software Installation, Hardware, Visual Basic, VBScript, Visual Basic for..., IdentiPass, Allegiance, Deep Freeze, Windows XP, Servers, Microsoft Office, Public Speaking, Security
Education
NYU 1969 — 1973
Master of Science, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1965 — 1969
Bachelor of Engineering, Electrical Engineering
Viktoria A Bogart's Merrill Lynch Experience September 2011 - December 2011
Job M&A Associate at Whitestone Communications
Industry Banking
Experience
Whitestone Communications May 2012 - Present
Merrill Lynch September 2011 - December 2011
Intermix Inc. December 2009 - June 2011
America Reads January 2010 - May 2011
Rockefeller University June 2008 - August 2008
Skills
PC, Apple Macintosh, Excel, PowerPoint, Microsoft Office, Problem Solving, Teamwork, Retail, Data Analysis
Education
New York University 2009 — 2013
BA, Economics
Portledge School
Whitestone Communications May 2012 - Present
Merrill Lynch September 2011 - December 2011
Intermix Inc. December 2009 - June 2011
America Reads January 2010 - May 2011
Rockefeller University June 2008 - August 2008
Skills
PC, Apple Macintosh, Excel, PowerPoint, Microsoft Office, Problem Solving, Teamwork, Retail, Data Analysis
Education
New York University 2009 — 2013
BA, Economics
Portledge School
Jay Rabinowitz's Merrill Lynch Experience June 1980 - September 2011
Job Vice PresidentInvestments at UBS Financial Services, inc.
Industry Financial Services
Experience
UBS Financial Services December 2011 - Present
Merrill Lynch June 1980 - September 2011
Merrill Lynch June 1980 - September 2011
Education
New York Law School 1974 — 1977
JD, Law
UBS Financial Services December 2011 - Present
Merrill Lynch June 1980 - September 2011
Merrill Lynch June 1980 - September 2011
Education
New York Law School 1974 — 1977
JD, Law
Caroline Alessi's Merrill Lynch Experience November 2013 - July 2014
Job Merchandising Coordinator at Hearts on Fire
Industry Financial Services
Experience
Rue La La July 2014 - November 2014
Merrill Lynch November 2013 - July 2014
Coach June 2013 - August 2013
Alvin Valley June 2012 - August 2012
Theory June 2011 - August 2011
Theory June 2010 - August 2010
Skills
Social Media, E-commerce, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Fashion, Customer Service, Research, Photoshop, Teamwork, Public Speaking, HTML, Java, Windows
Education
Boston College 2009 — 2013
BA, English
New York University 2011 — 2012
English, Business Studies
Columbia University in the City of New York 2010 — 2011
English, Business Studies
Friends Academy High School
Rue La La July 2014 - November 2014
Merrill Lynch November 2013 - July 2014
Coach June 2013 - August 2013
Alvin Valley June 2012 - August 2012
Theory June 2011 - August 2011
Theory June 2010 - August 2010
Skills
Social Media, E-commerce, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Fashion, Customer Service, Research, Photoshop, Teamwork, Public Speaking, HTML, Java, Windows
Education
Boston College 2009 — 2013
BA, English
New York University 2011 — 2012
English, Business Studies
Columbia University in the City of New York 2010 — 2011
English, Business Studies
Friends Academy High School
Anthony Conroy's Merrill Lynch Experience March 1990 - 1994
Job Tullettprebon Head of equity trading
Industry Banking
Experience
Bank Of New York Convergex February 1994 - February 2014
Bankers Trust 1988 - 2002
Merrill Lynch March 1990 - 1994
Soros Fund Management 1988 - 1992
Skills
Banking, Credit, Financial Analysis, Loans, Risk Management, Portfolio Management, Credit Risk, Retail Banking, Credit Analysis, Mortgage Lending, Commercial Banking, Financial Modeling, Corporate Finance, Investments, Financial Risk, Bloomberg, Capital Markets, Relationship Management, Trading, Asset Management, Coaching, Equities, Securities, Hedge Funds
Education
New York University 1983 — 1984
St johns university 1977 — 1981
Bank Of New York Convergex February 1994 - February 2014
Bankers Trust 1988 - 2002
Merrill Lynch March 1990 - 1994
Soros Fund Management 1988 - 1992
Skills
Banking, Credit, Financial Analysis, Loans, Risk Management, Portfolio Management, Credit Risk, Retail Banking, Credit Analysis, Mortgage Lending, Commercial Banking, Financial Modeling, Corporate Finance, Investments, Financial Risk, Bloomberg, Capital Markets, Relationship Management, Trading, Asset Management, Coaching, Equities, Securities, Hedge Funds
Education
New York University 1983 — 1984
St johns university 1977 — 1981
gregory halloway's Merrill Lynch Experience February 1996 - January 2006
Job director w firmie Citi
Industry Financial Services
Elysia Astle's Merrill Lynch Experience May 2009 - November 2010
Job Marketing Dept at JWH Global and United Foods Corp
Industry Import and Export
Experience
JWH Global and United Foods Corporation September 2012 - Present
Merrill Lynch May 2009 - November 2010
Merrill Lynch January 2009 - May 2009
Troy Global Marketing June 2008 - November 2008
Skills
Analyzing Information, Reporting, Informing Others, Written Communication, Organization, Statistical Analysis, Math Skills, Data Entry Skills, Microsoft Office Skills, Self-Development, Financial Skills
Education
New York University
Psychology & Anthropology
JWH Global and United Foods Corporation September 2012 - Present
Merrill Lynch May 2009 - November 2010
Merrill Lynch January 2009 - May 2009
Troy Global Marketing June 2008 - November 2008
Skills
Analyzing Information, Reporting, Informing Others, Written Communication, Organization, Statistical Analysis, Math Skills, Data Entry Skills, Microsoft Office Skills, Self-Development, Financial Skills
Education
New York University
Psychology & Anthropology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank