Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Gregg Clifton Gregg Clifton's Merrill Lynch Experience 2004 - 2009
Job Intranet Manager at Citi
Industry Internet
Experience
Citi December 2013 - Present
Panasonic February 2013 - November 2013
Bank of America May 2010 - September 2012
Merrill Lynch/Bank of America 2009 - May 2010
Merrill Lynch 2004 - 2009
Merrill Lynch October 2002 - 2004
Gregg Clifton Digital May 1997 - October 2002
Skills
Intranet, Intranet Strategy, Intranet Portals, Information Architecture, Web Content Management, Corporate Communications, Financial Services, HTML, Dreamweaver, Vignette, Photoshop, Adobe Fireworks, JavaScript, SharePoint, Visio, PowerPoint, Flash, Illustrator, Adobe Acrobat, Objective-C, CSS, Strategic Communications, Web Content, SEO, Web Design, Web Development
Education
New York University
MPS, Interactive Telecommunications Program (ITP)
University of Pennsylvania
Bachelor of Arts (BA), English
School of Visual Arts Continuing Education 2012 — 2012
Advanced Flash Action Scripting and Advanced HTML/CSS
Nielsen Norman Group
Usability Training Week
New York University School of Continuing Education
Certificate, Video Production
Citi December 2013 - Present
Panasonic February 2013 - November 2013
Bank of America May 2010 - September 2012
Merrill Lynch/Bank of America 2009 - May 2010
Merrill Lynch 2004 - 2009
Merrill Lynch October 2002 - 2004
Gregg Clifton Digital May 1997 - October 2002
Skills
Intranet, Intranet Strategy, Intranet Portals, Information Architecture, Web Content Management, Corporate Communications, Financial Services, HTML, Dreamweaver, Vignette, Photoshop, Adobe Fireworks, JavaScript, SharePoint, Visio, PowerPoint, Flash, Illustrator, Adobe Acrobat, Objective-C, CSS, Strategic Communications, Web Content, SEO, Web Design, Web Development
Education
New York University
MPS, Interactive Telecommunications Program (ITP)
University of Pennsylvania
Bachelor of Arts (BA), English
School of Visual Arts Continuing Education 2012 — 2012
Advanced Flash Action Scripting and Advanced HTML/CSS
Nielsen Norman Group
Usability Training Week
New York University School of Continuing Education
Certificate, Video Production
Gabrielle Sena Gabrielle Sena's Merrill Lynch Experience January 2011 - April 2011
Job Board Liason and Special Assistant at Accion
Industry International Affairs
Experience
Accion, The U.S. Network April 2014 - Present
Context Group January 2014 - April 2014
Brunswick Group September 2013 - December 2013
FGI Finance July 2013 - August 2013
The Aspen Institute June 2012 - March 2013
Ashoka September 2011 - May 2012
The Plague Satirical September 2009 - May 2011
Merrill Lynch January 2011 - April 2011
MTKG Marketing September 2010 - November 2010
WUSF Public Media June 2010 - August 2010
Skills
Social Media, Public Relations, Spanish, Research, Fundraising, Strategy, Event Planning, PowerPoint, Leadership, Marketing, Editing, Community Outreach, Microsoft Excel, Project Management, Corporate Social..., Sustainability, Bloomberg
Education
New York University 2009 — 2013
Bachelor of Arts, Global Liberal Studies, Overall GPA: 3.6, Major GPA: 3.8
Berkeley Preparatory School 1995 — 2009
Accion, The U.S. Network April 2014 - Present
Context Group January 2014 - April 2014
Brunswick Group September 2013 - December 2013
FGI Finance July 2013 - August 2013
The Aspen Institute June 2012 - March 2013
Ashoka September 2011 - May 2012
The Plague Satirical September 2009 - May 2011
Merrill Lynch January 2011 - April 2011
MTKG Marketing September 2010 - November 2010
WUSF Public Media June 2010 - August 2010
Skills
Social Media, Public Relations, Spanish, Research, Fundraising, Strategy, Event Planning, PowerPoint, Leadership, Marketing, Editing, Community Outreach, Microsoft Excel, Project Management, Corporate Social..., Sustainability, Bloomberg
Education
New York University 2009 — 2013
Bachelor of Arts, Global Liberal Studies, Overall GPA: 3.6, Major GPA: 3.8
Berkeley Preparatory School 1995 — 2009
Jason T. Garrett, PMP Jason T. Garrett, PMP's Merrill Lynch Experience 1997 - 1999
Job Business Transformations | Global Program Delivery
Industry Management Consulting
Experience
Management Consulting 2014 - Present
Emdeon 2012 - 2014
Walgreens (on-site healthcare division) 2010 - 2012
UnitedHealth Group (UnitedHealthcare and Optum) 2005 - 2010
Hospital Corporation of America (HCA) 2001 - 2005
IBM / Dassault Systèmes 1999 - 2001
Merrill Lynch 1997 - 1999
U.S. Department of Justice 1995 - 1997
SAIC 1992 - 1995
Skills
Program Management, SDLC, Process Improvement, PMO, Strategy, Change Management, Healthcare, Business Analysis, Strategic Planning, Integration, Business Process
Education
New York University
MFA, Writing
University of Tennessee-Knoxville
BA, English (Professional, Technical, Business, and Scientific Writing)
Management Consulting 2014 - Present
Emdeon 2012 - 2014
Walgreens (on-site healthcare division) 2010 - 2012
UnitedHealth Group (UnitedHealthcare and Optum) 2005 - 2010
Hospital Corporation of America (HCA) 2001 - 2005
IBM / Dassault Systèmes 1999 - 2001
Merrill Lynch 1997 - 1999
U.S. Department of Justice 1995 - 1997
SAIC 1992 - 1995
Skills
Program Management, SDLC, Process Improvement, PMO, Strategy, Change Management, Healthcare, Business Analysis, Strategic Planning, Integration, Business Process
Education
New York University
MFA, Writing
University of Tennessee-Knoxville
BA, English (Professional, Technical, Business, and Scientific Writing)
Dana Sherwood's Merrill Lynch Experience 2010 - 2012
Job Digital Platforms Product Manager | SaaS Expert | Technology Leader | Wealth Management
Industry Financial Services
Experience
US Bancorp Investment Inc January 2015 - Present
Hearsay Social August 2013 - April 2014
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2004 - 2005
Geller & Company 2001 - 2004
Skills
Risk Management, Program Management, Leadership, Financial Services, Management, Strategic Planning, Business Development, Project Management, Social Media, Analytics, Vendor Management, IT Strategy, Marketing Strategy, Portfolio Management, Strategy, SaaS, CRM
Education
University of California, Davis
Bachelor's Degree, Art History
New York University 1999 — 2002
Project Management
US Bancorp Investment Inc January 2015 - Present
Hearsay Social August 2013 - April 2014
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2004 - 2005
Geller & Company 2001 - 2004
Skills
Risk Management, Program Management, Leadership, Financial Services, Management, Strategic Planning, Business Development, Project Management, Social Media, Analytics, Vendor Management, IT Strategy, Marketing Strategy, Portfolio Management, Strategy, SaaS, CRM
Education
University of California, Davis
Bachelor's Degree, Art History
New York University 1999 — 2002
Project Management
Jared Ferris Jared Ferris's Merrill Lynch Experience January 2008 - May 2008
Job Associate, Portfolio Manager at Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley June 2014 - Present
RBC June 2011 - June 2014
JPMorgan Chase July 2010 - June 2011
Northwestern Mutual July 2008 - June 2010
Merrill Lynch January 2008 - May 2008
Skills
Finance, Wealth Management, Estate Planning, Investments, Credit, Mutual Funds, Credit Analysis, Loans, Portfolio Management, Risk Management, Banking, Credit Risk, Series 7, Relationship Management, Private Banking, Insurance, Retirement, Financial Analysis, Asset Based Lending, Treasury
Education
New York University
Towson University 2004 — 2008
BA, Business
Morgan Stanley June 2014 - Present
RBC June 2011 - June 2014
JPMorgan Chase July 2010 - June 2011
Northwestern Mutual July 2008 - June 2010
Merrill Lynch January 2008 - May 2008
Skills
Finance, Wealth Management, Estate Planning, Investments, Credit, Mutual Funds, Credit Analysis, Loans, Portfolio Management, Risk Management, Banking, Credit Risk, Series 7, Relationship Management, Private Banking, Insurance, Retirement, Financial Analysis, Asset Based Lending, Treasury
Education
New York University
Towson University 2004 — 2008
BA, Business
Hae In Kim Hae In Kim's Merrill Lynch Experience June 2008 - July 2008
Job Freelance Graphic Designer
Industry Higher Education
Experience
Freelancer July 2015 - Present
Little Fury July 2014 - July 2015
School of Visual Arts January 2011 - May 2014
Opening Ceremony September 2013 - April 2014
Studio Glendenning January 2013 - May 2013
Unicorn June 2012 - August 2012
New York University September 2005 - May 2009
StyleCaster October 2008 - December 2008
Royal Bank of Scotland July 2008 - August 2008
Merrill Lynch June 2008 - July 2008
Skills
Graphic Design, Typography, Art Direction, Branding & Identity, Graphics, Fashion, Adobe Creative Suite, InDesign, Logo Design, Illustrator, Illustration, Layout, Corporate Identity, Interaction Design, Mac, Visual Communication, Posters, Creative Direction, Concept Development
Education
School of Visual Arts 2010 — 2014
BFA, Graphic Design
New York University 2005 — 2009
BFA, Economics
Freelancer July 2015 - Present
Little Fury July 2014 - July 2015
School of Visual Arts January 2011 - May 2014
Opening Ceremony September 2013 - April 2014
Studio Glendenning January 2013 - May 2013
Unicorn June 2012 - August 2012
New York University September 2005 - May 2009
StyleCaster October 2008 - December 2008
Royal Bank of Scotland July 2008 - August 2008
Merrill Lynch June 2008 - July 2008
Skills
Graphic Design, Typography, Art Direction, Branding & Identity, Graphics, Fashion, Adobe Creative Suite, InDesign, Logo Design, Illustrator, Illustration, Layout, Corporate Identity, Interaction Design, Mac, Visual Communication, Posters, Creative Direction, Concept Development
Education
School of Visual Arts 2010 — 2014
BFA, Graphic Design
New York University 2005 — 2009
BFA, Economics
Natalia Kory Natalia Kory's Merrill Lynch Experience 1994 - 1996
Job CTO at Clarient Global LLC
Industry Information Technology and Services
Experience
Clarient Global LLC April 2015 - Present
Thomson Reuters October 2010 - March 2015
Misys June 2008 - September 2010
NYU Business Plan Competition 2008 - 2009
Misys Treasury and Capital Markets August 2006 - June 2008
Misys Banking Systems (Summit) September 1997 - August 2006
Smith Barney January 1996 - September 1997
Merrill Lynch 1994 - 1996
Nomura 1991 - 1992
Skills
Databases, Derivatives
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
New York University 1991 — 1994
MS, computer science
Clarient Global LLC April 2015 - Present
Thomson Reuters October 2010 - March 2015
Misys June 2008 - September 2010
NYU Business Plan Competition 2008 - 2009
Misys Treasury and Capital Markets August 2006 - June 2008
Misys Banking Systems (Summit) September 1997 - August 2006
Smith Barney January 1996 - September 1997
Merrill Lynch 1994 - 1996
Nomura 1991 - 1992
Skills
Databases, Derivatives
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
New York University 1991 — 1994
MS, computer science
Aaron Zeng's Merrill Lynch Experience September 2010 - January 2011
Job Equity Research Analyst, Fundamentally Driven, CFA Level 3 Candidate
Industry Investment Management
Experience
Open Field Capital September 2011 - Present
Validea Capital Management April 2011 - September 2011
Merrill Lynch September 2010 - January 2011
Capstone Investment Management June 2010 - September 2010
Skills
Equity Research, Microsoft Excel, Time Management, Communication Skills, Strongly Self-Motivated, TMT Industry, Investor Mindset, Intellectually Curious, Humble, Passionate, Public Speaking, Financial Modeling, Valuation, Business Ethics, Bloomberg, Corporate Finance, Thomson Reuters
Education
New York University 2009 — 2011
Master's Degree, Financial Engineering, GPA 3.7/4.0
Shanghai Jiao Tong University 2005 — 2009
Bachelor of Engineering, Computer Science, GPA 3.6/4.0
Open Field Capital September 2011 - Present
Validea Capital Management April 2011 - September 2011
Merrill Lynch September 2010 - January 2011
Capstone Investment Management June 2010 - September 2010
Skills
Equity Research, Microsoft Excel, Time Management, Communication Skills, Strongly Self-Motivated, TMT Industry, Investor Mindset, Intellectually Curious, Humble, Passionate, Public Speaking, Financial Modeling, Valuation, Business Ethics, Bloomberg, Corporate Finance, Thomson Reuters
Education
New York University 2009 — 2011
Master's Degree, Financial Engineering, GPA 3.7/4.0
Shanghai Jiao Tong University 2005 — 2009
Bachelor of Engineering, Computer Science, GPA 3.6/4.0
Brian Lewis Brian Lewis's Merrill Lynch Experience October 1998 - December 1998
Job Director, HR Compensation at Prologis
Industry Human Resources
Experience
Prologis October 2014 - Present
The Metropolitan Museum of Art January 2003 - July 2014
HIP Health Plan of New York July 2002 - January 2003
EDS, an HP Company May 2002 - July 2002
Columbia University January 2002 - May 2002
Saltmine January 1999 - May 2001
Merrill Lynch October 1998 - December 1998
Attorney General of Washington May 1994 - October 1998
Attorney General of Washington October 1992 - March 1993
Skills
Deferred Compensation, Human Resources, Onboarding, Leadership, Employee Benefits, Organizational..., HRIS, FMLA, Policy, Career Development, Personnel Management, Applicant Tracking..., New Hire Orientations, Talent Management, Labor Relations, Employee Relations, Recruiting, Executive Pay, Workforce Planning, Benefits Administration, Employee Engagement, Compensation Strategies, PeopleSoft, Interviews, HR Policies, Succession Planning, Talent Acquisition, Workday, Human Capital, Human Resource..., HR Transformation, Strategic Leadership, Technology Start-up, Internal Audit, External Audit, Compliance, Lawson HRIS, Board of Directors..., Trusted Business Partner, Change Management
Education
New York University
Master of Science (M.S.)
University of Washington
Bachelor of Arts (B.A.)
Prologis October 2014 - Present
The Metropolitan Museum of Art January 2003 - July 2014
HIP Health Plan of New York July 2002 - January 2003
EDS, an HP Company May 2002 - July 2002
Columbia University January 2002 - May 2002
Saltmine January 1999 - May 2001
Merrill Lynch October 1998 - December 1998
Attorney General of Washington May 1994 - October 1998
Attorney General of Washington October 1992 - March 1993
Skills
Deferred Compensation, Human Resources, Onboarding, Leadership, Employee Benefits, Organizational..., HRIS, FMLA, Policy, Career Development, Personnel Management, Applicant Tracking..., New Hire Orientations, Talent Management, Labor Relations, Employee Relations, Recruiting, Executive Pay, Workforce Planning, Benefits Administration, Employee Engagement, Compensation Strategies, PeopleSoft, Interviews, HR Policies, Succession Planning, Talent Acquisition, Workday, Human Capital, Human Resource..., HR Transformation, Strategic Leadership, Technology Start-up, Internal Audit, External Audit, Compliance, Lawson HRIS, Board of Directors..., Trusted Business Partner, Change Management
Education
New York University
Master of Science (M.S.)
University of Washington
Bachelor of Arts (B.A.)
Breana Roberts's Merrill Lynch Experience February 2015 - Present
Job Student at New York University
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
By the Work of Her Hands, U.S. Department of State September 2014 - June 2015
Namaste Credit June 2014 - July 2014
PRB Public Relations June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Writing, Editing, Public Speaking, Social Media, Event Planning, Public Relations, Diversity Training, Fundraising, Oral History, Python, Strategic Planning, Budgets, Prezi, Negotiation, Windows, Outlook, Customer Service, Photoshop, Social Networking, Teamwork
Education
New York University 2013 — 2017
Bachelor of Arts in Public Policy, Minors in Business Studies and Computer Science
Phoenix Country Day School 1999 — 2013
Merrill Lynch February 2015 - Present
By the Work of Her Hands, U.S. Department of State September 2014 - June 2015
Namaste Credit June 2014 - July 2014
PRB Public Relations June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Writing, Editing, Public Speaking, Social Media, Event Planning, Public Relations, Diversity Training, Fundraising, Oral History, Python, Strategic Planning, Budgets, Prezi, Negotiation, Windows, Outlook, Customer Service, Photoshop, Social Networking, Teamwork
Education
New York University 2013 — 2017
Bachelor of Arts in Public Policy, Minors in Business Studies and Computer Science
Phoenix Country Day School 1999 — 2013
Carmen Gota Carmen Gota's Merrill Lynch Experience September 2013 - December 2013
Job Incoming Investment Banking Summer Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank June 2015 - August 2015
KKR September 2014 - April 2015
Candlewood Investment Group, LP June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Vox Clara Group, LLC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Event Planning, Time Management, Data Analysis
Education
New York University 2012 — 2016
Bachelor of Science (B.Sc.), Finance
UBS Investment Bank June 2015 - August 2015
KKR September 2014 - April 2015
Candlewood Investment Group, LP June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Vox Clara Group, LLC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Event Planning, Time Management, Data Analysis
Education
New York University 2012 — 2016
Bachelor of Science (B.Sc.), Finance
Nimai Bakhshi's Merrill Lynch Experience October 2012 - December 2012
Job Finance Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
Prudential Financial June 2014 - August 2014
Schindler Elevator Corporation (U.S.) June 2013 - August 2013
Merrill Lynch October 2012 - December 2012
U.S. Department of State May 2012 - July 2012
Tickyt.com October 2011 - June 2012
Protocol Capital Management February 2012 - May 2012
Gabellini Sheppard Associates LLP July 2011 - August 2011
Douglas Herbert for Congress July 2010 - August 2010
Skills
Google Analytics, SAP, Salesforce.com, Microsoft Office, Lotus Notes, Data Analysis, Market Research, Research, Finance, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Media, Spanish, Teamwork
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Politics with a Minor in Economics
Millburn High School 2007 — 2011
Prudential Financial July 2015 - Present
Prudential Financial June 2014 - August 2014
Schindler Elevator Corporation (U.S.) June 2013 - August 2013
Merrill Lynch October 2012 - December 2012
U.S. Department of State May 2012 - July 2012
Tickyt.com October 2011 - June 2012
Protocol Capital Management February 2012 - May 2012
Gabellini Sheppard Associates LLP July 2011 - August 2011
Douglas Herbert for Congress July 2010 - August 2010
Skills
Google Analytics, SAP, Salesforce.com, Microsoft Office, Lotus Notes, Data Analysis, Market Research, Research, Finance, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Media, Spanish, Teamwork
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Politics with a Minor in Economics
Millburn High School 2007 — 2011
Tatiana Pinho's Merrill Lynch Experience May 2003 - April 2009
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Wells Fargo Advisors, LLC August 2009 - May 2011
Merrill Lynch May 2003 - April 2009
International Program Consultants September 1999 - May 2003
Education
New York University
Bachelor of Science - Physics Quantitative Reasoning
New York University
Bachelor of Arts - Journalism
Thunderbird School of Global Management
Masters, International Management, Finance
Morgan Stanley May 2011 - Present
Wells Fargo Advisors, LLC August 2009 - May 2011
Merrill Lynch May 2003 - April 2009
International Program Consultants September 1999 - May 2003
Education
New York University
Bachelor of Science - Physics Quantitative Reasoning
New York University
Bachelor of Arts - Journalism
Thunderbird School of Global Management
Masters, International Management, Finance
Sandeep Sankarankutty's Merrill Lynch Experience November 2007 - April 2011
Job Director of Operations at Recycle Track Systems
Industry Internet
Experience
Recycle Track Systems May 2015 - Present
Cater2.me October 2013 - May 2015
Elite Apps September 2011 - November 2013
Raza Trade LLC December 2011 - October 2013
Chatfe Inc. November 2010 - September 2011
Merrill Lynch November 2007 - April 2011
Bank of New York Mellon October 2006 - November 2007
Bridge Financial Group May 2005 - October 2006
Skills
Product Development, Entrepreneurship, Product Management, Analytics, Project Management, E-commerce, E-commerce Optimization, E-commerce Consulting, Online Business..., Business Strategy, Online Marketing..., E-commerce SEO, Marketing Strategy, Social Media, Equities, Customer Relations, Financial Analysis, Excel, New Business Development, Operational Excellence, Lean Software..., Agile Application..., Digital Product..., Online Business..., Objective-C, Business Analysis, Start-ups, Management, Business Development, Marketing, Leadership, Customer Service, Microsoft Excel
Education
Wagner College 2001 — 2005
B.S.
New York University 2010 — 2010
SCPS
Recycle Track Systems May 2015 - Present
Cater2.me October 2013 - May 2015
Elite Apps September 2011 - November 2013
Raza Trade LLC December 2011 - October 2013
Chatfe Inc. November 2010 - September 2011
Merrill Lynch November 2007 - April 2011
Bank of New York Mellon October 2006 - November 2007
Bridge Financial Group May 2005 - October 2006
Skills
Product Development, Entrepreneurship, Product Management, Analytics, Project Management, E-commerce, E-commerce Optimization, E-commerce Consulting, Online Business..., Business Strategy, Online Marketing..., E-commerce SEO, Marketing Strategy, Social Media, Equities, Customer Relations, Financial Analysis, Excel, New Business Development, Operational Excellence, Lean Software..., Agile Application..., Digital Product..., Online Business..., Objective-C, Business Analysis, Start-ups, Management, Business Development, Marketing, Leadership, Customer Service, Microsoft Excel
Education
Wagner College 2001 — 2005
B.S.
New York University 2010 — 2010
SCPS
Wafa Faith Hallam Wafa Faith Hallam's Merrill Lynch Experience March 1994 - January 2004
Job Art Curator & Gallery Manager at Monika Olko Gallery
Industry Fine Art
Experience
Monika Olko Gallery April 2013 - Present
THE ROAD FROM MOROCCO, a memoir 2007 - Present
Philippe Heurtaux August 2012 - December 2013
Wafa F. Hallam March 2010 - December 2012
Merrill Lynch March 1994 - January 2004
Island Homes of Manhattan November 1989 - December 1993
Skills
Public Speaking, Inspirational and life..., Writing and research, English, French, Moroccan Arabic, Moroccan, Motivational Speaking, Spanish, Editing, Microsoft Excel, Research, Non-fiction Writer, Creative Writing, Creative Writer, Books, Newsletters, Strategic Planning, Copy Editing, Nonprofits, Facebook, Public Relations, Blogging, Web Content, Press Releases, Publishing, Film, Social Networking, Small Business, Copywriting, Social Media, Journalism, Proofreading, Fundraising, Budgets, Leadership, History
Education
New York University 1983 — 1988
Master of Arts (M.A.), International Relations/Middle Eastern Studies, Masters in International Relations & Middle Eastern Studies
University of Florida 1981 — 1983
Bachelor's degree, Political Science and Government
Monika Olko Gallery April 2013 - Present
THE ROAD FROM MOROCCO, a memoir 2007 - Present
Philippe Heurtaux August 2012 - December 2013
Wafa F. Hallam March 2010 - December 2012
Merrill Lynch March 1994 - January 2004
Island Homes of Manhattan November 1989 - December 1993
Skills
Public Speaking, Inspirational and life..., Writing and research, English, French, Moroccan Arabic, Moroccan, Motivational Speaking, Spanish, Editing, Microsoft Excel, Research, Non-fiction Writer, Creative Writing, Creative Writer, Books, Newsletters, Strategic Planning, Copy Editing, Nonprofits, Facebook, Public Relations, Blogging, Web Content, Press Releases, Publishing, Film, Social Networking, Small Business, Copywriting, Social Media, Journalism, Proofreading, Fundraising, Budgets, Leadership, History
Education
New York University 1983 — 1988
Master of Arts (M.A.), International Relations/Middle Eastern Studies, Masters in International Relations & Middle Eastern Studies
University of Florida 1981 — 1983
Bachelor's degree, Political Science and Government
Shaleen Vira Shaleen Vira's Merrill Lynch Experience October 2007 - August 2008
Job Orthopaedic Surgery Resident
Industry Medical Practice
Experience
NYU Hospital for Joint Diseases July 2012 - Present
NYC Free Clinic April 2009 - April 2010
Merrill Lynch October 2007 - August 2008
National Institutes of Health May 2005 - August 2007
Skills
Financial Modeling, Research, Healthcare, Data Analysis, Public Speaking, Valuation, Private Equity, Financial Analysis, Non-profits, Fundraising, Microsoft Excel, Corporate Finance
Education
New York University School of Medicine 2008 — 2012
MD
New York University 2004 — 2008
BA, Economics, Biology
NYU Hospital for Joint Diseases July 2012 - Present
NYC Free Clinic April 2009 - April 2010
Merrill Lynch October 2007 - August 2008
National Institutes of Health May 2005 - August 2007
Skills
Financial Modeling, Research, Healthcare, Data Analysis, Public Speaking, Valuation, Private Equity, Financial Analysis, Non-profits, Fundraising, Microsoft Excel, Corporate Finance
Education
New York University School of Medicine 2008 — 2012
MD
New York University 2004 — 2008
BA, Economics, Biology
Alex Dubrovsky RN, BSN, MBA's Merrill Lynch Experience October 1988 - March 1997
Job Registered Nurse
Industry Medical Practice
Experience
Clinical Rotations September 2010 - December 2011
Credit Suisse February 2000 - September 2010
HNA Computer Systems 1998 - 1999
Resources Global Professionals 1997 - 1999
Merrill Lynch October 1988 - March 1997
Education
Wagner College 2010 — 2011
BSN, Nursing, 3.7
New York University 1992 — 1996
Master of Business Administration (MBA), Management Information Systems, General, 3.4
New York University 1984 — 1988
Bachelor of Science (BS), Accounting and Marketing, 3.3
Clinical Rotations September 2010 - December 2011
Credit Suisse February 2000 - September 2010
HNA Computer Systems 1998 - 1999
Resources Global Professionals 1997 - 1999
Merrill Lynch October 1988 - March 1997
Education
Wagner College 2010 — 2011
BSN, Nursing, 3.7
New York University 1992 — 1996
Master of Business Administration (MBA), Management Information Systems, General, 3.4
New York University 1984 — 1988
Bachelor of Science (BS), Accounting and Marketing, 3.3
Amy Downey's Merrill Lynch Experience August 2013 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch February 2011 - July 2013
J.P. Morgan July 1994 - July 2007
Skills
Program Management, Organizational Design, Leadership Development, Leadership
Education
NYU 1997 — 1999
Masters, Applied Economics
University of Scranton 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Economics
Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch February 2011 - July 2013
J.P. Morgan July 1994 - July 2007
Skills
Program Management, Organizational Design, Leadership Development, Leadership
Education
NYU 1997 — 1999
Masters, Applied Economics
University of Scranton 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Economics
Joshua Tilton Joshua Tilton's Merrill Lynch Experience February 2012 - December 2012
Job Portfolio Analyst at Rockefeller & Co., Inc.
Industry Investment Management
Experience
Rockefeller & Co., Inc. July 2012 - Present
Merrill Lynch February 2012 - December 2012
Fiduciary Trust Company June 2011 - August 2011
Franklin Templeton Investments June 2011 - August 2011
Sage Capital Management LLC June 2010 - August 2010
Amlon Resources Group LLC June 2009 - August 2009
Skills
Alternative Investments, Bloomberg, Equities, Investment Management, Wealth Management, Asset Management, Hedge Funds, Financial Modeling, Mutual Funds, Portfolio Management, Financial Analysis, Fixed Income, Investments, Asset Allocation, Bloomberg Terminal
Education
New York University 2009 — 2012
BA, Economics, Business
Rockefeller & Co., Inc. July 2012 - Present
Merrill Lynch February 2012 - December 2012
Fiduciary Trust Company June 2011 - August 2011
Franklin Templeton Investments June 2011 - August 2011
Sage Capital Management LLC June 2010 - August 2010
Amlon Resources Group LLC June 2009 - August 2009
Skills
Alternative Investments, Bloomberg, Equities, Investment Management, Wealth Management, Asset Management, Hedge Funds, Financial Modeling, Mutual Funds, Portfolio Management, Financial Analysis, Fixed Income, Investments, Asset Allocation, Bloomberg Terminal
Education
New York University 2009 — 2012
BA, Economics, Business
Eliza Rechul-Stone's Merrill Lynch Experience 1996 - 1997
Job Assistant General Counsel at University of Cincinnati
Industry Law Practice
Experience
University of Cincinnati September 2014 - Present
The Vora Group of Companies April 2013 - August 2014
The Vora Group of Companies September 2011 - March 2013
Dinsmore & Shohl LLP September 2008 - September 2011
Dinsmore & Shohl LLP May 2007 - August 2007
U.S. Senate Homeland Security and Governmental Affairs Committee (Senator Susan Collins, Chairman) May 2005 - August 2005
Thaler & Thaler Attorneys at Law August 2002 - May 2004
Credit Suisse First Boston 2000 - 2002
Davis Polk & Wardwell 1997 - 2000
Merrill Lynch 1996 - 1997
Skills
Immigration Law, Immigration Issues, Legal Research, Legal Writing
Education
University of Cincinnati College of Law 2005 — 2008
Doctor of Law (JD)
New York University 1995 — 1999
BA, Economics & German Lit
Huntington High School
University of Cincinnati September 2014 - Present
The Vora Group of Companies April 2013 - August 2014
The Vora Group of Companies September 2011 - March 2013
Dinsmore & Shohl LLP September 2008 - September 2011
Dinsmore & Shohl LLP May 2007 - August 2007
U.S. Senate Homeland Security and Governmental Affairs Committee (Senator Susan Collins, Chairman) May 2005 - August 2005
Thaler & Thaler Attorneys at Law August 2002 - May 2004
Credit Suisse First Boston 2000 - 2002
Davis Polk & Wardwell 1997 - 2000
Merrill Lynch 1996 - 1997
Skills
Immigration Law, Immigration Issues, Legal Research, Legal Writing
Education
University of Cincinnati College of Law 2005 — 2008
Doctor of Law (JD)
New York University 1995 — 1999
BA, Economics & German Lit
Huntington High School
Jessica McEntee's Merrill Lynch Experience September 2012 - Present
Job Analyst Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Law Office of John R. McEntee June 2012 - September 2012
New York University July 2011 - June 2012
Century 21 Real Estate January 2011 - May 2012
The Saxton Group Limited, Public Relations and Event Planning June 2009 - July 2009
Berdon LLP June 2008 - August 2008
Skills
Collaborative Problem..., Team Leadership, Real Estate
Education
New York University 2005 — 2009
Bachelors, Economics
Archbishop Molloy HS 2001 — 2005
Merrill Lynch September 2012 - Present
Law Office of John R. McEntee June 2012 - September 2012
New York University July 2011 - June 2012
Century 21 Real Estate January 2011 - May 2012
The Saxton Group Limited, Public Relations and Event Planning June 2009 - July 2009
Berdon LLP June 2008 - August 2008
Skills
Collaborative Problem..., Team Leadership, Real Estate
Education
New York University 2005 — 2009
Bachelors, Economics
Archbishop Molloy HS 2001 — 2005
Alanna Butera Alanna Butera's Merrill Lynch Experience January 2007 - April 2007
Job
Industry Fine Art
Experience
O'Toole-Ewald Art Associates, Inc. August 2013 - Present
Pall Mall Art Advisors January 2012 - August 2013
Freeman's Auctioneers and Appraisers November 2010 - December 2011
LGTripp Gallery November 2010 - May 2011
Freeman's Auctioneers and Appraisers June 2010 - August 2010
Foundation for Contemporary Arts May 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
PPL Corporation June 2007 - August 2007
Merrill Lynch January 2007 - April 2007
Skills
Antiques, Fine Art, Art History, Art, Appraisals, Visual Arts, USPAP, Arts Administration, Collectibles, Painting, Personal Property, Valuation, American Art, Appraising, Editing, Printmaking, Museums, Contemporary Art, Art Exhibitions, Galleries, Curating, Photography, Public Art, Photoshop
Education
New York University 2009 — 2014
Professional Certificate
Winterthur Institute, Winterthur Museum (Winterthur, DE) 2011 — 2011
Certificate in American Furniture and Decorative Arts
Sotheby's Institute of Art 2009 — 2010
MA
University of Pennsylvania 2005 — 2009
BA
Kent Place School 1989 — 2005
O'Toole-Ewald Art Associates, Inc. August 2013 - Present
Pall Mall Art Advisors January 2012 - August 2013
Freeman's Auctioneers and Appraisers November 2010 - December 2011
LGTripp Gallery November 2010 - May 2011
Freeman's Auctioneers and Appraisers June 2010 - August 2010
Foundation for Contemporary Arts May 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
PPL Corporation June 2007 - August 2007
Merrill Lynch January 2007 - April 2007
Skills
Antiques, Fine Art, Art History, Art, Appraisals, Visual Arts, USPAP, Arts Administration, Collectibles, Painting, Personal Property, Valuation, American Art, Appraising, Editing, Printmaking, Museums, Contemporary Art, Art Exhibitions, Galleries, Curating, Photography, Public Art, Photoshop
Education
New York University 2009 — 2014
Professional Certificate
Winterthur Institute, Winterthur Museum (Winterthur, DE) 2011 — 2011
Certificate in American Furniture and Decorative Arts
Sotheby's Institute of Art 2009 — 2010
MA
University of Pennsylvania 2005 — 2009
BA
Kent Place School 1989 — 2005
Josh Frankel Josh Frankel's Merrill Lynch Experience August 1988 - Present
Job Vice President/Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1988 - Present
Marine Midland Bank 1985 - 1988
Chemical Bank 1982 - 1985
Skills
Asset Allocation, Mutual Funds, Retirement Planning, Financial Advisory, Portfolio Management, Fixed Income, Financial Services, Equities, Leadership, Investments, Finance, Business Development
Education
New York University
Merrill Lynch August 1988 - Present
Marine Midland Bank 1985 - 1988
Chemical Bank 1982 - 1985
Skills
Asset Allocation, Mutual Funds, Retirement Planning, Financial Advisory, Portfolio Management, Fixed Income, Financial Services, Equities, Leadership, Investments, Finance, Business Development
Education
New York University
Jennifer Langell Jennifer Langell's Merrill Lynch Experience February 2002 - February 2003
Job Investment Management Division at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs, Investment Management Division November 2012 - Present
Goldman Sachs November 2004 - October 2012
Bain Capital March 2003 - August 2004
Merrill Lynch February 2002 - February 2003
Skills
Portfolio Management, Fixed Income, Investments, Marketing Communications, Internal & External..., Business Development, Editing, High Yield, Manage Client..., Finance, Content Strategy, Creative Problem Solving, Marketing Strategy, Corporate Communications, RFP, Public Relations, Strategic Communications, Strategic Thinking, Idea Person
Education
New York University
Bachelor of Arts (B.A.), International Studies, Cum Laude
Goldman Sachs, Investment Management Division November 2012 - Present
Goldman Sachs November 2004 - October 2012
Bain Capital March 2003 - August 2004
Merrill Lynch February 2002 - February 2003
Skills
Portfolio Management, Fixed Income, Investments, Marketing Communications, Internal & External..., Business Development, Editing, High Yield, Manage Client..., Finance, Content Strategy, Creative Problem Solving, Marketing Strategy, Corporate Communications, RFP, Public Relations, Strategic Communications, Strategic Thinking, Idea Person
Education
New York University
Bachelor of Arts (B.A.), International Studies, Cum Laude
Alan Salzbank Alan Salzbank's Merrill Lynch Experience 1977 - 1980
Job Partner at Gargoyle Group
Industry Investment Management
Experience
Gargoyle Group July 1998 - Present
American Stock Exchange 1987 - 2008
Gruntal June 1985 - May 1987
New York Mercantile Exchange 1981 - 1987
Herzfeld & Stern 1980 - 1985
Merrill Lynch 1977 - 1980
Skills
Options, Equities, Hedge Funds, Asset Management, Risk Management, Mutual Funds, Asset Managment, Investments, Hedging, Securities, Derivatives, Capital Markets, Proprietary Trading, Trading, Portfolio Management, Alternative Investments, Fixed Income, Series 7, Financial Risk
Education
New York University 1979 — 1981
MBA, Taxation and Finance
University of Pennsylvania 1972 — 1976
BS, Economics
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
North Shore Hebrew Academy 1960 — 1968
Gargoyle Group July 1998 - Present
American Stock Exchange 1987 - 2008
Gruntal June 1985 - May 1987
New York Mercantile Exchange 1981 - 1987
Herzfeld & Stern 1980 - 1985
Merrill Lynch 1977 - 1980
Skills
Options, Equities, Hedge Funds, Asset Management, Risk Management, Mutual Funds, Asset Managment, Investments, Hedging, Securities, Derivatives, Capital Markets, Proprietary Trading, Trading, Portfolio Management, Alternative Investments, Fixed Income, Series 7, Financial Risk
Education
New York University 1979 — 1981
MBA, Taxation and Finance
University of Pennsylvania 1972 — 1976
BS, Economics
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
North Shore Hebrew Academy 1960 — 1968
Max Nissman Max Nissman's Merrill Lynch Experience January 2008 - June 2010
Job Managing Partner at Linnis
Industry Financial Services
Experience
Linnis February 2014 - Present
BlackRock June 2010 - February 2014
Merrill Lynch January 2008 - June 2010
Skills
Portfolio Management, Fixed Income, Strategy, Derivatives, MBS, Bloomberg, Hedge Funds, Quantitative Finance, Capital Markets, Financial Modeling, Trading, Asset Management, Investments, Equities, Valuation, Alternative Investments, Asset Allocation, Finance, Mutual Funds, Financial Analysis, Financial Markets, Securities, Investment Banking, Equity Derivatives, Structured Products
Education
New York University 2006 — 2007
Master of Science (MS), Financial Mathematics
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Applied Mathematics
Linnis February 2014 - Present
BlackRock June 2010 - February 2014
Merrill Lynch January 2008 - June 2010
Skills
Portfolio Management, Fixed Income, Strategy, Derivatives, MBS, Bloomberg, Hedge Funds, Quantitative Finance, Capital Markets, Financial Modeling, Trading, Asset Management, Investments, Equities, Valuation, Alternative Investments, Asset Allocation, Finance, Mutual Funds, Financial Analysis, Financial Markets, Securities, Investment Banking, Equity Derivatives, Structured Products
Education
New York University 2006 — 2007
Master of Science (MS), Financial Mathematics
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Applied Mathematics
Davis Koh Davis Koh's Merrill Lynch Experience September 2012 - December 2012
Job Software Engineer
Industry Computer Software
Experience
CrowdSurge March 2014 - November 2014
Pixbi February 2014 - February 2014
General Assemb.ly September 2013 - December 2013
Merrill Lynch September 2012 - December 2012
Skills
JavaScript, Ruby, Ruby on Rails, HTML 5, CSS, jQuery, SQL, Sinatra, Github, PostgreSQL, Git, Test Driven Development, Node.js, Backbone.js, BDD, AJAX, AngularJS, ExpressJS, TDD, RSpec, Jasmine, Agile Methodology, SASS, Foundation, Photoshop, InDesign, Agile Methodologies, JSON, HTML5, Grunt, CORS, Bower
Education
General Assembly 2013 — 2013
IOS Workshop
New York University 2009 — 2013
Bachelor's Degree, Economics, cum laude, 3.7
York Prep
CrowdSurge March 2014 - November 2014
Pixbi February 2014 - February 2014
General Assemb.ly September 2013 - December 2013
Merrill Lynch September 2012 - December 2012
Skills
JavaScript, Ruby, Ruby on Rails, HTML 5, CSS, jQuery, SQL, Sinatra, Github, PostgreSQL, Git, Test Driven Development, Node.js, Backbone.js, BDD, AJAX, AngularJS, ExpressJS, TDD, RSpec, Jasmine, Agile Methodology, SASS, Foundation, Photoshop, InDesign, Agile Methodologies, JSON, HTML5, Grunt, CORS, Bower
Education
General Assembly 2013 — 2013
IOS Workshop
New York University 2009 — 2013
Bachelor's Degree, Economics, cum laude, 3.7
York Prep
Tara Greenfield Tara Greenfield's Merrill Lynch Experience March 2012 - May 2013
Job Operations Manager at Body By Simone
Industry Health, Wellness and Fitness
Experience
Body By Simone January 2015 - Present
Frederic Fekkai Melrose Place February 2014 - January 2015
Merrill Lynch March 2012 - May 2013
Barnes & Noble August 2011 - March 2012
Loretta Barrett Books March 2010 - March 2012
Frederic Fekkai March 2010 - June 2011
LeftField Pictures September 2008 - December 2008
Dolce & Gabbana March 2008 - September 2008
Lepere March 2007 - March 2008
Kolstein Talent Agency October 2006 - March 2007
Skills
Mac/PC proficient, Microsoft Office..., Time coding and..., Inventory Management, Operations Management, Sales Process, Hiring/firing, Sales, Merchandising, Management, Retail, Training, Time Management, Recruiting, Customer Service, Human Resources, Public Relations, CRM, Budgets, Event Planning, Research, Social Networking, Start-ups, Social Media, Marketing, Microsoft Office
Education
New York University 2006 — 2011
Bachelor of Arts, Humanities
UCSC 1995 — 1996
Redwood High School
Body By Simone January 2015 - Present
Frederic Fekkai Melrose Place February 2014 - January 2015
Merrill Lynch March 2012 - May 2013
Barnes & Noble August 2011 - March 2012
Loretta Barrett Books March 2010 - March 2012
Frederic Fekkai March 2010 - June 2011
LeftField Pictures September 2008 - December 2008
Dolce & Gabbana March 2008 - September 2008
Lepere March 2007 - March 2008
Kolstein Talent Agency October 2006 - March 2007
Skills
Mac/PC proficient, Microsoft Office..., Time coding and..., Inventory Management, Operations Management, Sales Process, Hiring/firing, Sales, Merchandising, Management, Retail, Training, Time Management, Recruiting, Customer Service, Human Resources, Public Relations, CRM, Budgets, Event Planning, Research, Social Networking, Start-ups, Social Media, Marketing, Microsoft Office
Education
New York University 2006 — 2011
Bachelor of Arts, Humanities
UCSC 1995 — 1996
Redwood High School
Gretchen Godwin Gretchen Godwin's Merrill Lynch Experience 2005 - 2008
Job Marketing & Communication Leader
Industry Nonprofit Organization Management
Experience
YMCA of Montclair 2013 - Present
Watson Wyatt Worldwide (now Towers Watson) 2008 - 2009
Merrill Lynch 2005 - 2008
PricewaterhouseCoopers / Buck Consultants 2000 - 2005
The Segal Company 1999 - 2000
Aon Consulting 1992 - 1998
Skills
Strategic Communications, Internal Communications, Project Management, Leadership, Corporate Communications, Social Media, Teamwork, Marketing, Management, Press Releases, Cross-functional Team..., Vendor Management, Community Outreach, Program Management, Editing, Communication Strategy..., Relationship Building &..., Brand Creation &..., Budget Development &...
Education
New York University 1996 — 1998
MA, Journalism and Mass Communication
Skidmore College 1988 — 1992
BA, Government
Montclair Kimberley Academy 1984 — 1988
YMCA of Montclair 2013 - Present
Watson Wyatt Worldwide (now Towers Watson) 2008 - 2009
Merrill Lynch 2005 - 2008
PricewaterhouseCoopers / Buck Consultants 2000 - 2005
The Segal Company 1999 - 2000
Aon Consulting 1992 - 1998
Skills
Strategic Communications, Internal Communications, Project Management, Leadership, Corporate Communications, Social Media, Teamwork, Marketing, Management, Press Releases, Cross-functional Team..., Vendor Management, Community Outreach, Program Management, Editing, Communication Strategy..., Relationship Building &..., Brand Creation &..., Budget Development &...
Education
New York University 1996 — 1998
MA, Journalism and Mass Communication
Skidmore College 1988 — 1992
BA, Government
Montclair Kimberley Academy 1984 — 1988
Sibiao Chen Sibiao Chen's Merrill Lynch Experience September 2011 - December 2011
Job Product Manager at YP.com
Industry Marketing and Advertising
Experience
YP May 2014 - Present
Dex Media, Inc. September 2013 - June 2014
Dex Media, Inc. April 2013 - September 2013
Dex One February 2012 - April 2013
Merrill Lynch September 2011 - December 2011
Quanco Business Consulting August 2011 - September 2011
Simsen International Corporation May 2010 - July 2011
CITIC Securities May 2009 - September 2009
Accenture October 2007 - December 2007
Morgan Stanley September 2007 - October 2007
Skills
MS Office Suite, R, VBA, Agile, Rally, Scrum, Agile Methodologies, Microsoft SQL Server, Stata, Data Analysis, Project Management, Product Management, Mathematical Modeling, Algorithm Design, Financial Econometrics, Quantitative Analytics, Bayesian statistics
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Science (M.S.), Marketing, Avg A
New York University 2008 — 2010
Master of Arts (M.A.), Economics, Avg A-
Peking University 2004 — 2008
Bachelor of Arts (B.A.), Economics, Avg A-
YP May 2014 - Present
Dex Media, Inc. September 2013 - June 2014
Dex Media, Inc. April 2013 - September 2013
Dex One February 2012 - April 2013
Merrill Lynch September 2011 - December 2011
Quanco Business Consulting August 2011 - September 2011
Simsen International Corporation May 2010 - July 2011
CITIC Securities May 2009 - September 2009
Accenture October 2007 - December 2007
Morgan Stanley September 2007 - October 2007
Skills
MS Office Suite, R, VBA, Agile, Rally, Scrum, Agile Methodologies, Microsoft SQL Server, Stata, Data Analysis, Project Management, Product Management, Mathematical Modeling, Algorithm Design, Financial Econometrics, Quantitative Analytics, Bayesian statistics
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master of Science (M.S.), Marketing, Avg A
New York University 2008 — 2010
Master of Arts (M.A.), Economics, Avg A-
Peking University 2004 — 2008
Bachelor of Arts (B.A.), Economics, Avg A-
Sara Froyd Stanich, CFP®, CDFA™ Sara Froyd Stanich, CFP®, CDFA™'s Merrill Lynch Experience August 2007 - December 2008
Job Financial Planner at Raymond James
Industry Investment Management
Experience
Raymond James Financial Services Inc, Member FINRA/SIPC February 2009 - Present
Merrill Lynch August 2007 - December 2008
Terex Corporation August 2001 - January 2007
Sachs Insights January 2001 - August 2001
US Interactive April 1999 - December 2000
i-traffic August 1997 - April 1999
Skills
Strategic Financial..., Investments, Wealth Management, Finance, Retirement Planning, Retirement, Insurance, Asset Management, Financial Planning, Certified Divorce..., 401k Rollovers, Employee Stock Options, Life Insurance, Certified Financial...
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Marketing, Finance
New York University 1991 — 1995
BA, German, European Studies
Canevin 1987 — 1991
Raymond James Financial Services Inc, Member FINRA/SIPC February 2009 - Present
Merrill Lynch August 2007 - December 2008
Terex Corporation August 2001 - January 2007
Sachs Insights January 2001 - August 2001
US Interactive April 1999 - December 2000
i-traffic August 1997 - April 1999
Skills
Strategic Financial..., Investments, Wealth Management, Finance, Retirement Planning, Retirement, Insurance, Asset Management, Financial Planning, Certified Divorce..., 401k Rollovers, Employee Stock Options, Life Insurance, Certified Financial...
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Marketing, Finance
New York University 1991 — 1995
BA, German, European Studies
Canevin 1987 — 1991
Kevin J. Ernst Kevin J. Ernst's Merrill Lynch Experience May 1988 - November 1999
Job Merchant Bank/Ocean Capital/Hong Kong
Industry Capital Markets
Experience
Ocean Capital - Hong Kong based Merchant Bank August 2012 - Present
Ernst Capital Partners December 2010 - Present
Grandview Capital Inc. May 2009 - December 2010
NYSE Euronext October 2000 - April 2009
UBS Wealth Management November 1999 - September 2000
Merrill Lynch May 1988 - November 1999
Skills
Equities, Capital Markets, IPO, Investment Banking, Growth Capital, Mergers & Acquisitions, Business Planning
Education
Rutgers Graduate School of Management 2001 — 2003
Executive MBA, Finance
New York University
Masters of Science in Real Estate
Rutgers University
BA, Economics
Wharton School of the University of Pennsylvania
Certified Investment Management Analyst (CIMA)
Ocean Capital - Hong Kong based Merchant Bank August 2012 - Present
Ernst Capital Partners December 2010 - Present
Grandview Capital Inc. May 2009 - December 2010
NYSE Euronext October 2000 - April 2009
UBS Wealth Management November 1999 - September 2000
Merrill Lynch May 1988 - November 1999
Skills
Equities, Capital Markets, IPO, Investment Banking, Growth Capital, Mergers & Acquisitions, Business Planning
Education
Rutgers Graduate School of Management 2001 — 2003
Executive MBA, Finance
New York University
Masters of Science in Real Estate
Rutgers University
BA, Economics
Wharton School of the University of Pennsylvania
Certified Investment Management Analyst (CIMA)
Brian Dorney Brian Dorney's Merrill Lynch Experience September 1980 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1980 - Present
Braniff International November 1978 - August 1980
US Air Force July 1972 - August 1978
Education
New York University 1968 — 1972
BS, Aeronautics and Astronautics
Merrill Lynch September 1980 - Present
Braniff International November 1978 - August 1980
US Air Force July 1972 - August 1978
Education
New York University 1968 — 1972
BS, Aeronautics and Astronautics
Andre Jordan's Merrill Lynch Experience 1999 - 2000
Job Client Relationship Manager
Industry Financial Services
Experience
Morgan Stanley September 2006 - March 2011
BEAR STEARNS2005-2006 2005 - 2006
BANK OF NEW YORK 2004 - 2005
CITIBANK N.A 2002 - 2004
New York University January 2000 - January 2002
Merrill Lynch 1999 - 2000
Merrill Lynch January 1994 - January 1999
Skills
Prime Brokerage, Derivatives, Hedge Funds, Equities, Series 7, Options, Fixed Income, Alternative Investments, Series 63, Bloomberg, Securities, Capital Markets, Interest Rate..., Mutual Funds, Swaps, Trading, Financial Markets, Settlement, Relationship Management, Client Services, Structured Products, Bonds, Middle Office, Finance, Financial Services, Banking, ETFs
Education
New York University
BA, Economics
Morgan Stanley September 2006 - March 2011
BEAR STEARNS2005-2006 2005 - 2006
BANK OF NEW YORK 2004 - 2005
CITIBANK N.A 2002 - 2004
New York University January 2000 - January 2002
Merrill Lynch 1999 - 2000
Merrill Lynch January 1994 - January 1999
Skills
Prime Brokerage, Derivatives, Hedge Funds, Equities, Series 7, Options, Fixed Income, Alternative Investments, Series 63, Bloomberg, Securities, Capital Markets, Interest Rate..., Mutual Funds, Swaps, Trading, Financial Markets, Settlement, Relationship Management, Client Services, Structured Products, Bonds, Middle Office, Finance, Financial Services, Banking, ETFs
Education
New York University
BA, Economics
Tanuj Joshi's Merrill Lynch Experience May 2008 - July 2009
Job Making Data Relevant
Industry Internet
Experience
MediaMath July 2014 - Present
First Growth Ventures August 2013 - Present
Ezakus June 2014 - June 2015
WPP July 2013 - June 2014
Criteo June 2011 - August 2013
AdSafe Media January 2010 - May 2011
NYU Stern School of Business September 2009 - April 2011
Coriolis Ventures January 2010 - January 2011
Merrill Lynch May 2008 - July 2009
National Physical Laboratory January 2007 - May 2008
Skills
Hadoop, MapReduce, Venture Capital, Algorithms, Analytics, Data Mining, SQL, Data Analysis, Databases, MySQL, Statistics, Python, Business Intelligence, Web Analytics, Linux, Online Advertising, E-commerce, Big Data
Education
New York University 2009 — 2011
Masters, System Management, Finance
MediaMath July 2014 - Present
First Growth Ventures August 2013 - Present
Ezakus June 2014 - June 2015
WPP July 2013 - June 2014
Criteo June 2011 - August 2013
AdSafe Media January 2010 - May 2011
NYU Stern School of Business September 2009 - April 2011
Coriolis Ventures January 2010 - January 2011
Merrill Lynch May 2008 - July 2009
National Physical Laboratory January 2007 - May 2008
Skills
Hadoop, MapReduce, Venture Capital, Algorithms, Analytics, Data Mining, SQL, Data Analysis, Databases, MySQL, Statistics, Python, Business Intelligence, Web Analytics, Linux, Online Advertising, E-commerce, Big Data
Education
New York University 2009 — 2011
Masters, System Management, Finance
Richard Silverman Richard Silverman's Merrill Lynch Experience 1994 - 2001
Job Senior Partner at Silverman Communications Group
Industry Public Relations and Communications
Experience
Silverman Communications Group March 2015 - Present
Burson-Marsteller 2013 - 2015
CLS Bank 2012 - 2013
Dow Jones Indexes (CME Group) 2011 - 2012
Silverman Communications Group 2008 - 2011
Brunswick Group 2007 - 2008
Lazard 2003 - 2006
Honeywell 2002 - 2003
Merrill Lynch 1994 - 2001
Dow Jones Newswires/The Wall Street Journal 1982 - 1994
Skills
Asset Management, Corporate Communications, Crisis Communications, Crisis Management, Editing, Editorial, Equities, Event Management, Executive Management, Finance, Financial Communications, Financial Markets, Financial Services, Internal Communications, Investment Banking, Investor Relations, Journalism, Management, Marketing, Marketing Communications, Media Relations, Mergers, Mergers & Acquisitions, Messaging, New Media, Press Releases, Project Planning, Public Relations, Public Speaking, Publishing, Radio, Research, Securities, Social Media, Speech Writing, Spokesperson, Storytelling, Strategic Communications, Strategy, Thought Leadership, Communication Training, Hedge Funds
Education
New York University
Bachelor’s Degree, Journalism & History
Silverman Communications Group March 2015 - Present
Burson-Marsteller 2013 - 2015
CLS Bank 2012 - 2013
Dow Jones Indexes (CME Group) 2011 - 2012
Silverman Communications Group 2008 - 2011
Brunswick Group 2007 - 2008
Lazard 2003 - 2006
Honeywell 2002 - 2003
Merrill Lynch 1994 - 2001
Dow Jones Newswires/The Wall Street Journal 1982 - 1994
Skills
Asset Management, Corporate Communications, Crisis Communications, Crisis Management, Editing, Editorial, Equities, Event Management, Executive Management, Finance, Financial Communications, Financial Markets, Financial Services, Internal Communications, Investment Banking, Investor Relations, Journalism, Management, Marketing, Marketing Communications, Media Relations, Mergers, Mergers & Acquisitions, Messaging, New Media, Press Releases, Project Planning, Public Relations, Public Speaking, Publishing, Radio, Research, Securities, Social Media, Speech Writing, Spokesperson, Storytelling, Strategic Communications, Strategy, Thought Leadership, Communication Training, Hedge Funds
Education
New York University
Bachelor’s Degree, Journalism & History
Inna Bochkova Inna Bochkova's Merrill Lynch Experience May 2000 - March 2001
Job Susquehanna International Group
Industry Investment Banking
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
John L. Connors John L. Connors's Merrill Lynch Experience September 2007 - January 2012
Job Financial Advisor at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors, LLC October 2014 - Present
Gilford Securities January 2012 - September 2014
Merrill Lynch September 2007 - January 2012
Ameriprise Financial Services, Inc. 2003 - 2007
NCR Corporation 1999 - 2001
AT&T 1988 - 1998
NCR Corporation 1986 - 1988
The Systems Center 1984 - 1986
Online Systems 1983 - 1984
DATAGRAPHICS, Division of General Dynamics 1981 - 1983
Skills
Wealth Management..., Investments, Financial Services, ETFs, Retirement Plan..., Pensions, Asset Management, Fixed Income, Estate Planning, Strategy, Retirement, Variable Annuities, Whole Life Insurance, Tax Advisory, Individual Retirement...
Education
New York University 1978 — 1980
Studied Computer Sciences, Data Base Architectures
Computer Educational Institute 1969 — 1970
Computer Programimg, Systems Design
DON BOSCO Prep 1965 — 1969
Diploma, College Prep
Cetera Advisors, LLC October 2014 - Present
Gilford Securities January 2012 - September 2014
Merrill Lynch September 2007 - January 2012
Ameriprise Financial Services, Inc. 2003 - 2007
NCR Corporation 1999 - 2001
AT&T 1988 - 1998
NCR Corporation 1986 - 1988
The Systems Center 1984 - 1986
Online Systems 1983 - 1984
DATAGRAPHICS, Division of General Dynamics 1981 - 1983
Skills
Wealth Management..., Investments, Financial Services, ETFs, Retirement Plan..., Pensions, Asset Management, Fixed Income, Estate Planning, Strategy, Retirement, Variable Annuities, Whole Life Insurance, Tax Advisory, Individual Retirement...
Education
New York University 1978 — 1980
Studied Computer Sciences, Data Base Architectures
Computer Educational Institute 1969 — 1970
Computer Programimg, Systems Design
DON BOSCO Prep 1965 — 1969
Diploma, College Prep
Lyubov Gekker Lyubov Gekker's Merrill Lynch Experience November 2003 - June 2005
Job Technical Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney July 2005 - December 2009
Merrill Lynch November 2003 - June 2005
Goldman Sachs January 1998 - June 2003
Skills
DB2/SQL, IBM Mainframe, COBOL, DB2, QMF, Mainframe, Stored Procedures, Production Support, MVS, Conversions, Data Modeling, Technical Analysis, ETL, Application Design, SQL, CICS, Syncsort, IBM Utilities, Fileaid
Education
NYU
NYU School of Continuing and Professional Studies, Database Design and Management
University of Economics and Finance
Bachelor, Finance, Economics
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney July 2005 - December 2009
Merrill Lynch November 2003 - June 2005
Goldman Sachs January 1998 - June 2003
Skills
DB2/SQL, IBM Mainframe, COBOL, DB2, QMF, Mainframe, Stored Procedures, Production Support, MVS, Conversions, Data Modeling, Technical Analysis, ETL, Application Design, SQL, CICS, Syncsort, IBM Utilities, Fileaid
Education
NYU
NYU School of Continuing and Professional Studies, Database Design and Management
University of Economics and Finance
Bachelor, Finance, Economics
Nicole Berman Nicole Berman's Merrill Lynch Experience December 1999 - June 2004
Job Vice President, Risk & Control at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
Morgan Stanley October 2011 - July 2013
Morgan Stanley August 2010 - September 2011
Morgan Stanley October 2006 - July 2010
CIGNA Healthcare November 2005 - October 2006
AIG July 2004 - October 2005
Merrill Lynch December 1999 - June 2004
Skills
Microsoft Excel, MS Project, Access, PowerPoint, Risk Compliance, Sarbanes-Oxley, RCSA, Business Continuity..., Headcount Reporting, Expense Management, Revenue Analysis, Forecasting, Budget Process, Risk Management, Analysis, Equities, Financial Services
Education
New York University 2011 — 2013
School of Continuing & Professional Studies, Project Management
Stockton University 1992 — 1996
B.A., Psychology
Bank of America Merrill Lynch August 2013 - Present
Morgan Stanley October 2011 - July 2013
Morgan Stanley August 2010 - September 2011
Morgan Stanley October 2006 - July 2010
CIGNA Healthcare November 2005 - October 2006
AIG July 2004 - October 2005
Merrill Lynch December 1999 - June 2004
Skills
Microsoft Excel, MS Project, Access, PowerPoint, Risk Compliance, Sarbanes-Oxley, RCSA, Business Continuity..., Headcount Reporting, Expense Management, Revenue Analysis, Forecasting, Budget Process, Risk Management, Analysis, Equities, Financial Services
Education
New York University 2011 — 2013
School of Continuing & Professional Studies, Project Management
Stockton University 1992 — 1996
B.A., Psychology
Alex Itskov Alex Itskov's Merrill Lynch Experience July 2006 - September 2007
Job Middle Office at Two Sigma Investments
Industry Financial Services
Experience
Highbridge Capital Management October 2007 - March 2013
Merrill Lynch July 2006 - September 2007
Computershare Investor Services January 2005 - July 2006
Computershare Investor Services January 2004 - January 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, PB Settlements, Swaps, Reconciliation, Options, Management, Hedge Funds, Settlement, Trading, Derivatives, Trading Systems, Alternative Investments, Securities, Capital Markets, Asset Management
Education
New York University 1999 — 2003
BS, Communications
Highbridge Capital Management October 2007 - March 2013
Merrill Lynch July 2006 - September 2007
Computershare Investor Services January 2005 - July 2006
Computershare Investor Services January 2004 - January 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Equities, PB Settlements, Swaps, Reconciliation, Options, Management, Hedge Funds, Settlement, Trading, Derivatives, Trading Systems, Alternative Investments, Securities, Capital Markets, Asset Management
Education
New York University 1999 — 2003
BS, Communications
Arvindh Rao Arvindh Rao's Merrill Lynch Experience July 2010 - September 2011
Job Trader at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management April 2014 - Present
MetLife November 2011 - April 2014
Merrill Lynch July 2010 - September 2011
Credit Suisse June 2009 - August 2009
New York University September 2008 - May 2009
New York University January 2007 - May 2009
Credit Suisse March 2008 - December 2008
Skills
Finance, Portfolio Management, Bloomberg, Fixed Income, Investments, Trading, Derivatives, Valuation, Financial Markets, Equities, Risk Management, Equity Research, Quantitative Finance, Emerging Markets, VBA, Credit
Education
New York University 2006 — 2010
B.S., Mathematics
New York University - Leonard N. Stern School of Business 2006 — 2010
B.S, Finance
Canton High School 2002 — 2006
Och-Ziff Capital Management April 2014 - Present
MetLife November 2011 - April 2014
Merrill Lynch July 2010 - September 2011
Credit Suisse June 2009 - August 2009
New York University September 2008 - May 2009
New York University January 2007 - May 2009
Credit Suisse March 2008 - December 2008
Skills
Finance, Portfolio Management, Bloomberg, Fixed Income, Investments, Trading, Derivatives, Valuation, Financial Markets, Equities, Risk Management, Equity Research, Quantitative Finance, Emerging Markets, VBA, Credit
Education
New York University 2006 — 2010
B.S., Mathematics
New York University - Leonard N. Stern School of Business 2006 — 2010
B.S, Finance
Canton High School 2002 — 2006
Jean Kimm, CISA Jean Kimm, CISA's Merrill Lynch Experience 1998 - 1999
Job Senior Internal Auditor at Marsh & McLennan Companies
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. September 2005 - January 2013
Guy Carpenter August 2002 - August 2005
IQ Financial Systems, Inc. March 1999 - July 2002
Merrill Lynch 1998 - 1999
Skills
Risk Management, Financial Risk, Internal Audit, Enterprise Risk..., Auditing, Financial Reporting, IT Audit, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Business Analysis, Operational Risk..., Financial Modeling, Accounting, Corporate Finance, External Audit, Financial Audits, Finance, Financial Analysis, US GAAP, Financial Accounting, Due Diligence
Education
New York University
Bachelor of Science, Management, International Business
Marsh & McLennan Companies, Inc. September 2005 - January 2013
Guy Carpenter August 2002 - August 2005
IQ Financial Systems, Inc. March 1999 - July 2002
Merrill Lynch 1998 - 1999
Skills
Risk Management, Financial Risk, Internal Audit, Enterprise Risk..., Auditing, Financial Reporting, IT Audit, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Business Analysis, Operational Risk..., Financial Modeling, Accounting, Corporate Finance, External Audit, Financial Audits, Finance, Financial Analysis, US GAAP, Financial Accounting, Due Diligence
Education
New York University
Bachelor of Science, Management, International Business
Joanna Lin's Merrill Lynch Experience June 2008 - September 2008
Job Manager, Digital & Social Engagement at IW Group, Inc.
Industry Public Relations and Communications
Experience
IW Group Inc. May 2015 - Present
IW Group Inc. May 2014 - May 2015
Trump International Hotel and Tower, NYC May 2010 - January 2014
Kollaboration New York January 2012 - September 2012
The Hotel on Rivington June 2009 - October 2009
Hilton September 2008 - December 2008
Merrill Lynch June 2008 - September 2008
Skills
Event Planning, Account Management, Social Media Marketing, Entertainment Booking, Developing Client..., Strategic Planning, Event Management, Meeting Planning, Sales Operations, Opera, Delphi, Brand Developement, Boutique Hotels, Luxury Lifestyle, Travel Planning, Hospitality Industry, Hospitality, Food & Beverage, Sales, Social Media, Travel Management, Tourism, Brand Management, Leisure Travel, Public Relations, Marketing, Social Networking, Marketing Communications, Marketing Strategy, Online Marketing, Press Releases, Digital Marketing, PowerPoint, Online Advertising, Facebook, Hotels, Microsoft Excel, Market Research, Microsoft Word, Customer Service, Leadership, Customer Satisfaction, Restaurants, Blogging, Digital Media, Brand Development, Marketing Event Planning
Education
New York University 2006 — 2010
Bachelor's Degree, Economics, Business Studies
IW Group Inc. May 2015 - Present
IW Group Inc. May 2014 - May 2015
Trump International Hotel and Tower, NYC May 2010 - January 2014
Kollaboration New York January 2012 - September 2012
The Hotel on Rivington June 2009 - October 2009
Hilton September 2008 - December 2008
Merrill Lynch June 2008 - September 2008
Skills
Event Planning, Account Management, Social Media Marketing, Entertainment Booking, Developing Client..., Strategic Planning, Event Management, Meeting Planning, Sales Operations, Opera, Delphi, Brand Developement, Boutique Hotels, Luxury Lifestyle, Travel Planning, Hospitality Industry, Hospitality, Food & Beverage, Sales, Social Media, Travel Management, Tourism, Brand Management, Leisure Travel, Public Relations, Marketing, Social Networking, Marketing Communications, Marketing Strategy, Online Marketing, Press Releases, Digital Marketing, PowerPoint, Online Advertising, Facebook, Hotels, Microsoft Excel, Market Research, Microsoft Word, Customer Service, Leadership, Customer Satisfaction, Restaurants, Blogging, Digital Media, Brand Development, Marketing Event Planning
Education
New York University 2006 — 2010
Bachelor's Degree, Economics, Business Studies
Garrett Verage Garrett Verage's Merrill Lynch Experience June 1997 - August 1997
Job Head of Global Issuer Services at NYSE
Industry Financial Services
Experience
IntercontinentalExchange, Inc. NYSE 2011 - Present
TheMarkets.com (acquired by Capital IQ, Sept. 2010) 2007 - 2011
Morgan Stanley 1998 - 2007
Merrill Lynch June 1997 - August 1997
Rogers & Wells (acquired by Clifford Chance, 1999) 1992 - 1996
Skills
Equities, Capital Markets, Equity Research, Investor Relations, Financial Markets, Financial Services, Stock Exchange, Financial Databases, CRM, Corporate Finance, Analysis, Analytics, Venture Capital, Business Strategy, Strategy, Strategic Partnerships, Trading Systems, Market Data, Fixed Income, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
New York University 1988 — 1992
BA, Cum Laude
IntercontinentalExchange, Inc. NYSE 2011 - Present
TheMarkets.com (acquired by Capital IQ, Sept. 2010) 2007 - 2011
Morgan Stanley 1998 - 2007
Merrill Lynch June 1997 - August 1997
Rogers & Wells (acquired by Clifford Chance, 1999) 1992 - 1996
Skills
Equities, Capital Markets, Equity Research, Investor Relations, Financial Markets, Financial Services, Stock Exchange, Financial Databases, CRM, Corporate Finance, Analysis, Analytics, Venture Capital, Business Strategy, Strategy, Strategic Partnerships, Trading Systems, Market Data, Fixed Income, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
New York University 1988 — 1992
BA, Cum Laude
Nia Zhang Nia Zhang's Merrill Lynch Experience 2004 - 2009
Job Senior Manager, Global eCommerce at PepsiCo
Industry Retail
Experience
PepsiCo June 2015 - Present
Starbucks January 2014 - May 2015
Starbucks October 2010 - May 2015
Starbucks 2012 - 2014
Starbucks Coffee Company 2010 - 2012
Maveron LLC September 2009 - October 2010
Merrill Lynch 2004 - 2009
Skills
Mergers, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Digital Marketing, Social Media Marketing, Global E-commerce, Mobile Applications, Mobile Payments, Loyalty Marketing, Asia Business..., China Business..., Strategic Partnerships, M&A execution, Agency Relationship..., MarketVision, Mergers & Acquisitions, Strategy, Start-ups, E-commerce, Marketing, Mobile Devices, Leadership, Product Management, Digital Strategy, Program Management
Education
New York University
Bachelor of Arts (BA)
New York University
Bachelor's degree
PepsiCo June 2015 - Present
Starbucks January 2014 - May 2015
Starbucks October 2010 - May 2015
Starbucks 2012 - 2014
Starbucks Coffee Company 2010 - 2012
Maveron LLC September 2009 - October 2010
Merrill Lynch 2004 - 2009
Skills
Mergers, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Digital Marketing, Social Media Marketing, Global E-commerce, Mobile Applications, Mobile Payments, Loyalty Marketing, Asia Business..., China Business..., Strategic Partnerships, M&A execution, Agency Relationship..., MarketVision, Mergers & Acquisitions, Strategy, Start-ups, E-commerce, Marketing, Mobile Devices, Leadership, Product Management, Digital Strategy, Program Management
Education
New York University
Bachelor of Arts (BA)
New York University
Bachelor's degree
Shawne Ashton Shawne Ashton's Merrill Lynch Experience May 2006 - October 2006
Job Manager of Strategic Planning at Zola
Industry Internet
Experience
Zola July 2014 - Present
Amazon January 2012 - July 2014
Telsey Advisory Group January 2011 - January 2012
Gilt Groupe September 2009 - January 2011
Saks Fifth Avenue June 2008 - September 2009
The Luxury Marketing Council January 2008 - May 2008
Tungsten Partners January 2007 - June 2007
Merrill Lynch May 2006 - October 2006
Skills
Marketing, Financial Modeling, Financial Analysis, Analysis, Start-ups, E-commerce, Competitive Analysis, Business Development, Business Analysis, SQL, Forecasting, Salesforce.com, Market Research, Merchandising, Marketing Strategy, Analytics, Management, Advanced Microsoft..., P&L Management, Category Management, Category Development, Category Analysis, Negotiation, Microsoft Excel, Team Management, Retail, Categorization, Project Management, Corporate Finance, Pricing, Cross-functional Team..., Vendor Management, Data Analysis, Valuation, Market Analysis, Program Management, New Business Development, Strategic Partnerships, Business Planning, Entrepreneurship, Leadership, CRM, Strategic Planning, Fashion, Team Leadership, Strategy
Education
New York University 2004 — 2008
Economics, Finance
The American University of Paris 2007 — 2007
Traverse City Central High School
Woodland School
Independent
Zola July 2014 - Present
Amazon January 2012 - July 2014
Telsey Advisory Group January 2011 - January 2012
Gilt Groupe September 2009 - January 2011
Saks Fifth Avenue June 2008 - September 2009
The Luxury Marketing Council January 2008 - May 2008
Tungsten Partners January 2007 - June 2007
Merrill Lynch May 2006 - October 2006
Skills
Marketing, Financial Modeling, Financial Analysis, Analysis, Start-ups, E-commerce, Competitive Analysis, Business Development, Business Analysis, SQL, Forecasting, Salesforce.com, Market Research, Merchandising, Marketing Strategy, Analytics, Management, Advanced Microsoft..., P&L Management, Category Management, Category Development, Category Analysis, Negotiation, Microsoft Excel, Team Management, Retail, Categorization, Project Management, Corporate Finance, Pricing, Cross-functional Team..., Vendor Management, Data Analysis, Valuation, Market Analysis, Program Management, New Business Development, Strategic Partnerships, Business Planning, Entrepreneurship, Leadership, CRM, Strategic Planning, Fashion, Team Leadership, Strategy
Education
New York University 2004 — 2008
Economics, Finance
The American University of Paris 2007 — 2007
Traverse City Central High School
Woodland School
Independent
Jared Suresky Jared Suresky's Merrill Lynch Experience May 2009 - August 2009
Job Portfolio Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon November 2013 - Present
Acadian Asset Management September 2013 - November 2013
The Hyannis Sound May 2012 - June 2013
Apple October 2012 - May 2013
State Street September 2012 - May 2013
University of Rochester Office of Residential Life August 2009 - May 2012
New South Wales Government Australia July 2010 - November 2010
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, Data Analysis, Equity Trading, Fixed Income Portfolio..., Economics, Research, Microsoft Office, Bloomberg Terminal, Management, Investments, Minitab, Analysis
Education
University of Rochester 2008 — 2012
BA, Economics and Business
New York University 2011 — 2011
Econometrics and Quantitative Economics
University of Sydney 2010 — 2010
Marketing
Saddle River Day School 2004 — 2008
High School Diploma
BNY Mellon November 2013 - Present
Acadian Asset Management September 2013 - November 2013
The Hyannis Sound May 2012 - June 2013
Apple October 2012 - May 2013
State Street September 2012 - May 2013
University of Rochester Office of Residential Life August 2009 - May 2012
New South Wales Government Australia July 2010 - November 2010
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, Data Analysis, Equity Trading, Fixed Income Portfolio..., Economics, Research, Microsoft Office, Bloomberg Terminal, Management, Investments, Minitab, Analysis
Education
University of Rochester 2008 — 2012
BA, Economics and Business
New York University 2011 — 2011
Econometrics and Quantitative Economics
University of Sydney 2010 — 2010
Marketing
Saddle River Day School 2004 — 2008
High School Diploma
Cindy X. Chin, MBA, Broker Cindy X. Chin, MBA, Broker's Merrill Lynch Experience September 2008 - September 2011
Job Investment Advisor & Real Estate Broker
Industry Financial Services
Experience
Crown Capital Securities & Royal Global Real Estate October 2011 - Present
Royal Global Real Estate September 2011 - Present
Merrill Lynch September 2008 - September 2011
Fidelity Investments 2004 - 2008
JP Morgan Chase 2000 - 2004
Skills
Public Speaking, Small Business, Accounting, Entrepreneurship, Investments, Management, Risk Management, Tennis, Leadership, Business Strategy, Press Releases, Portfolio Management, Financial Analysis, Strategic Financial..., Strategic Planning, Start-ups, Real Estate, Insurance, Wealth Management, Time Management, Business Planning, Financial Services, Finance, Research
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 1999
MBA
University of Southern California
CFA Level II, Investment Analysis and Research
New York University
Investment & Financial Planning
Highschool
Crown Capital Securities & Royal Global Real Estate October 2011 - Present
Royal Global Real Estate September 2011 - Present
Merrill Lynch September 2008 - September 2011
Fidelity Investments 2004 - 2008
JP Morgan Chase 2000 - 2004
Skills
Public Speaking, Small Business, Accounting, Entrepreneurship, Investments, Management, Risk Management, Tennis, Leadership, Business Strategy, Press Releases, Portfolio Management, Financial Analysis, Strategic Financial..., Strategic Planning, Start-ups, Real Estate, Insurance, Wealth Management, Time Management, Business Planning, Financial Services, Finance, Research
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 1999
MBA
University of Southern California
CFA Level II, Investment Analysis and Research
New York University
Investment & Financial Planning
Highschool
Danielle Mendez's Merrill Lynch Experience November 2006 - February 2009
Job Talent Acquisition Associate at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2009 - Present
Merrill Lynch November 2006 - February 2009
Skills
Recruiting, Onboarding, Talent Acquisition, Applicant Tracking..., Talent Management, Human Resources, Financial Services, Internet Recruiting, Executive Search, Sourcing, Taleo, Process Improvement, College Recruiting, PeopleSoft, Employee Benefits, Technical Recruiting, Succession Planning, Employee Engagement, Employee Relations, HRIS
Education
New York University 2004 — 2006
MSW
University of Vermont 1998 — 2002
BS
University of Havana 2000 — 2001
Semester abroad
Bronxville High School 1994 — 1998
Federal Reserve Bank of New York June 2009 - Present
Merrill Lynch November 2006 - February 2009
Skills
Recruiting, Onboarding, Talent Acquisition, Applicant Tracking..., Talent Management, Human Resources, Financial Services, Internet Recruiting, Executive Search, Sourcing, Taleo, Process Improvement, College Recruiting, PeopleSoft, Employee Benefits, Technical Recruiting, Succession Planning, Employee Engagement, Employee Relations, HRIS
Education
New York University 2004 — 2006
MSW
University of Vermont 1998 — 2002
BS
University of Havana 2000 — 2001
Semester abroad
Bronxville High School 1994 — 1998
CC Chen CC Chen's Merrill Lynch Experience July 1998 - March 1999
Job Director of Engineering
Industry Internet
Experience
eBay April 2013 - Present
eBay September 2006 - March 2013
eBay Inc November 2002 - August 2006
Portal Software (Oracle BRM) June 2000 - November 2002
Goldman Sachs September 1999 - June 2000
MetLife March 1999 - September 1999
Merrill Lynch July 1998 - March 1999
J. E. Edinger Associates, Inc. June 1996 - June 1998
Skills
Invoicing, Payments, E-commerce, Scalability, Financial Services, Enterprise Software, Agile Methodologies, SDLC, Scrum, Cross-functional Team..., Analytics, Software Development, Distributed Systems, Quality Assurance, Management, Agile Project Management, SOA, REST
Education
New York University 1993 — 1994
M.S., Computer Science
University of Missouri-Rolla 1991 — 1993
B.S., Computer Science
eBay April 2013 - Present
eBay September 2006 - March 2013
eBay Inc November 2002 - August 2006
Portal Software (Oracle BRM) June 2000 - November 2002
Goldman Sachs September 1999 - June 2000
MetLife March 1999 - September 1999
Merrill Lynch July 1998 - March 1999
J. E. Edinger Associates, Inc. June 1996 - June 1998
Skills
Invoicing, Payments, E-commerce, Scalability, Financial Services, Enterprise Software, Agile Methodologies, SDLC, Scrum, Cross-functional Team..., Analytics, Software Development, Distributed Systems, Quality Assurance, Management, Agile Project Management, SOA, REST
Education
New York University 1993 — 1994
M.S., Computer Science
University of Missouri-Rolla 1991 — 1993
B.S., Computer Science
Jill Kaplan Evans Jill Kaplan Evans's Merrill Lynch Experience August 2000 - November 2002
Job Project Manager at Coastal Construction
Industry Real Estate
Experience
Coastal Construction Company April 2013 - Present
Cauldwell Wingate October 2007 - January 2013
Tarragon Development Corporation February 2003 - September 2007
Merrill Lynch August 2000 - November 2002
Skills
Construction Management, Real Estate Development, Construction, Contract Management, Due Diligence, Real Estate, Budgets, Project Management, LEED
Education
New York University 2004 — 2006
Masters in Real Estate, Development
University of Florida 1996 — 2000
Bachelor of Science, Finance
Coastal Construction Company April 2013 - Present
Cauldwell Wingate October 2007 - January 2013
Tarragon Development Corporation February 2003 - September 2007
Merrill Lynch August 2000 - November 2002
Skills
Construction Management, Real Estate Development, Construction, Contract Management, Due Diligence, Real Estate, Budgets, Project Management, LEED
Education
New York University 2004 — 2006
Masters in Real Estate, Development
University of Florida 1996 — 2000
Bachelor of Science, Finance
Christopher Darrow's Merrill Lynch Experience May 2008 - September 2008
Job Seeking insurance opportunities
Industry Insurance
Experience
Scottish American December 2014 - April 2015
RJL Resources March 2014 - September 2014
ACE Group November 2012 - February 2014
Sherwood House Vineyards August 2013 - October 2013
Rabobank June 2011 - July 2012
UBS Wealth Management October 2008 - May 2009
Merrill Lynch May 2008 - September 2008
New York University September 2005 - June 2008
Skills
Insurance, Risk Management, Business Development, Underwriting, Financial Analysis, Portfolio Management, Banking, Finance, Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Investments, Financial Risk, Microsoft Office, Customer Service, Financial Planning
Education
New York University 2005 — 2008
Bachelor's Degree, Business and Leadership Management
Sacred Heart University 2004 — 2005
Business Administration and Management, General
Riverhead High School
High School
Scottish American December 2014 - April 2015
RJL Resources March 2014 - September 2014
ACE Group November 2012 - February 2014
Sherwood House Vineyards August 2013 - October 2013
Rabobank June 2011 - July 2012
UBS Wealth Management October 2008 - May 2009
Merrill Lynch May 2008 - September 2008
New York University September 2005 - June 2008
Skills
Insurance, Risk Management, Business Development, Underwriting, Financial Analysis, Portfolio Management, Banking, Finance, Analysis, Financial Modeling, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Investments, Financial Risk, Microsoft Office, Customer Service, Financial Planning
Education
New York University 2005 — 2008
Bachelor's Degree, Business and Leadership Management
Sacred Heart University 2004 — 2005
Business Administration and Management, General
Riverhead High School
High School
Richard Hu Richard Hu's Merrill Lynch Experience January 2007 - August 2007
Job Director, International at Kamcord
Industry Computer Software
Experience
Kamcord January 2015 - Present
Kamcord September 2013 - Present
Strategy& (Formerly Booz & Company) September 2011 - September 2013
GEP Worldwide September 2009 - September 2011
Bain & Company June 2008 - August 2008
Merrill Lynch January 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Competitive Analysis, Data Analysis, Business Process..., Strategic Sourcing, Leadership, Strategic Consulting, Business Transformation, Strategy, Mobile Devices, Business Development, Consulting, Market Research, Start-ups, Business Strategy
Education
New York University 2005 — 2009
BA, Economics
International School of Beijing
Singapore American School
Kamcord January 2015 - Present
Kamcord September 2013 - Present
Strategy& (Formerly Booz & Company) September 2011 - September 2013
GEP Worldwide September 2009 - September 2011
Bain & Company June 2008 - August 2008
Merrill Lynch January 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Competitive Analysis, Data Analysis, Business Process..., Strategic Sourcing, Leadership, Strategic Consulting, Business Transformation, Strategy, Mobile Devices, Business Development, Consulting, Market Research, Start-ups, Business Strategy
Education
New York University 2005 — 2009
BA, Economics
International School of Beijing
Singapore American School
Edwin Choi, CFA's Merrill Lynch Experience 2003 - 2009
Job Managing Member, Mariposa Capital Management, LLC
Industry Investment Management
Experience
Mariposa Capital Management, LLC 2009 - Present
NYU Mathematics in Finance Alumni Association 2008 - 2009
Merrill Lynch 2003 - 2009
Accenture 2000 - 2002
Skills
Wealth Management, Asset Allocation, Tactical Asset..., After-Tax Asset..., Portfolio Management, Hedge Funds, Investments, Retirement Planning, Restricted Stock, 401k, College Savings Plans, 529 Plans, Index Funds, ETFs, R, VBA, Credit Derivatives, Correlation Trading, Quantitative Finance, Fixed Income
Education
New York University 2002 — 2003
MS, Mathematics in Finance
University of California, Berkeley 1997 — 2001
BS, Mechanical Engineering, High Honors
Mariposa Capital Management, LLC 2009 - Present
NYU Mathematics in Finance Alumni Association 2008 - 2009
Merrill Lynch 2003 - 2009
Accenture 2000 - 2002
Skills
Wealth Management, Asset Allocation, Tactical Asset..., After-Tax Asset..., Portfolio Management, Hedge Funds, Investments, Retirement Planning, Restricted Stock, 401k, College Savings Plans, 529 Plans, Index Funds, ETFs, R, VBA, Credit Derivatives, Correlation Trading, Quantitative Finance, Fixed Income
Education
New York University 2002 — 2003
MS, Mathematics in Finance
University of California, Berkeley 1997 — 2001
BS, Mechanical Engineering, High Honors
Hannah Jang, CRPC® Hannah Jang, CRPC®'s Merrill Lynch Experience October 2012 - Present
Job Financial Advisor
Industry Banking
Experience
Merrill Lynch October 2012 - Present
Young Women Social Entrepreneurs September 2011 - June 2013
KBC Bank July 2004 - August 2012
Education
New York University 2001 — 2004
B.A., Sociology, Minor: East Asian Studies
New York University Florence Study Abroad Program
University of California, San Diego
Merrill Lynch October 2012 - Present
Young Women Social Entrepreneurs September 2011 - June 2013
KBC Bank July 2004 - August 2012
Education
New York University 2001 — 2004
B.A., Sociology, Minor: East Asian Studies
New York University Florence Study Abroad Program
University of California, San Diego
Patricia Fay Patricia Fay's Merrill Lynch Experience January 1994 - March 1997
Job Regional Head of Learning at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland August 2015 - Present
GE Oil & Gas July 2014 - July 2015
GE Capital July 2006 - June 2014
Swiss Re October 2004 - July 2006
Deutsche Bank November 1999 - July 2004
New York University October 1997 - November 1999
Prudential Financial April 1997 - September 1997
Merrill Lynch January 1994 - March 1997
Skills
Training, Performance Management, Talent Management, Organizational..., Leadership, Change Management, Program Management, Management, Strategic Planning
Education
State University of New York College at Geneseo
BS, Education/Spanish
New York University
Diploma, HR Management
Royal Bank of Scotland August 2015 - Present
GE Oil & Gas July 2014 - July 2015
GE Capital July 2006 - June 2014
Swiss Re October 2004 - July 2006
Deutsche Bank November 1999 - July 2004
New York University October 1997 - November 1999
Prudential Financial April 1997 - September 1997
Merrill Lynch January 1994 - March 1997
Skills
Training, Performance Management, Talent Management, Organizational..., Leadership, Change Management, Program Management, Management, Strategic Planning
Education
State University of New York College at Geneseo
BS, Education/Spanish
New York University
Diploma, HR Management
Eileen Kobrin Eileen Kobrin's Merrill Lynch Experience 1993 - 1997
Job Consultant Financial Services Program Manager
Industry Financial Services
Experience
Bank of America / Merrill Lynch September 2011 - March 2012
Eileen Kobrin Consulting September 2008 - October 2011
American International Group (AIG) 2000 - 2004
PricewaterhouseCoopers 1997 - 2000
Merrill Lynch 1993 - 1997
Security Pacific Bank 1986 - 1993
Skills
Reference Data Project..., Strategic Planning, Department Startups, Project Managment Office, IT Management, Vendor Management, Management Consulting, Risk Management, Business Analysis, Business Process..., SDLC, Capital Markets, Disaster Recovery, Management, Business Development, Reference Data, Financial Risk, Business Intelligence
Education
Saint John's University 1978 — 1980
MBA, Finance
New York University
BA, Mathematics
Bank of America / Merrill Lynch September 2011 - March 2012
Eileen Kobrin Consulting September 2008 - October 2011
American International Group (AIG) 2000 - 2004
PricewaterhouseCoopers 1997 - 2000
Merrill Lynch 1993 - 1997
Security Pacific Bank 1986 - 1993
Skills
Reference Data Project..., Strategic Planning, Department Startups, Project Managment Office, IT Management, Vendor Management, Management Consulting, Risk Management, Business Analysis, Business Process..., SDLC, Capital Markets, Disaster Recovery, Management, Business Development, Reference Data, Financial Risk, Business Intelligence
Education
Saint John's University 1978 — 1980
MBA, Finance
New York University
BA, Mathematics
STEFFAN H. HAGENDORF STEFFAN H. HAGENDORF's Merrill Lynch Experience 1999 - 2002
Job SENIOR FINANCIAL ADVISOR at WELLS FARGO ADVISORS FINANCIAL NETWORK, 100 MOTOR PARKWAY GROUP
Industry Financial Services
Experience
WELLS FARGO ADVISORS FINANCIAL NETWORK, 100 MOTOR PARKWAY GROUP March 2010 - Present
Citi Global Markets June 2002 - 2010
Merrill Lynch 1999 - 2002
Education
New York University
BA, Economics
New York University
BA, Economics
WELLS FARGO ADVISORS FINANCIAL NETWORK, 100 MOTOR PARKWAY GROUP March 2010 - Present
Citi Global Markets June 2002 - 2010
Merrill Lynch 1999 - 2002
Education
New York University
BA, Economics
New York University
BA, Economics
Carrie Tam Carrie Tam's Merrill Lynch Experience 1996 - 1998
Job Manager, Research, Commercialization & Compliance at Amgen
Industry Biotechnology
Experience
Amgen March 2012 - Present
Amgen January 2009 - March 2012
Amgen July 2002 - January 2009
Immunex April 1998 - July 2002
Merrill Lynch 1996 - 1998
Credit Suisse First Boston 1994 - 1996
Skills
Biotechnology, Biopharmaceuticals, Pharmaceutical Industry, Sop, FDA, GMP, GCP, Molecular Biology, Validation, Change Control, Clinical Trials, CAPA, Clinical Development, 21 CFR Part 11, SOP
Education
Ellis College: New York Institute of Technology 2006 — 2008
BS, Business and Communication
New York University 1985 — 1987
Liberal Arts and Sciences, General Studies and Humanities
Amgen March 2012 - Present
Amgen January 2009 - March 2012
Amgen July 2002 - January 2009
Immunex April 1998 - July 2002
Merrill Lynch 1996 - 1998
Credit Suisse First Boston 1994 - 1996
Skills
Biotechnology, Biopharmaceuticals, Pharmaceutical Industry, Sop, FDA, GMP, GCP, Molecular Biology, Validation, Change Control, Clinical Trials, CAPA, Clinical Development, 21 CFR Part 11, SOP
Education
Ellis College: New York Institute of Technology 2006 — 2008
BS, Business and Communication
New York University 1985 — 1987
Liberal Arts and Sciences, General Studies and Humanities
Patrycja S. Chmura Patrycja S. Chmura's Merrill Lynch Experience September 2008 - February 2010
Job Consultant at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group March 2013 - Present
ACA Compliance Group February 2010 - March 2013
Merrill Lynch September 2008 - February 2010
WTW Associates October 2007 - September 2008
Grupo PASS February 2008 - May 2008
Merrill Lynch 2007 - 2007
Skills
Certified Anti-Money..., CAMS, Securities, Due Diligence, Securities Regulation, AML, Investments, SEC, FINRA, Fixed Income, OFAC, Capital Markets, Finance, Bloomberg, Anti Money Laundering, Financial Services, Equities
Education
New York University 2005 — 2009
Bachelor of Arts (B.A.), Economics/ Spanish
ACA Compliance Group March 2013 - Present
ACA Compliance Group February 2010 - March 2013
Merrill Lynch September 2008 - February 2010
WTW Associates October 2007 - September 2008
Grupo PASS February 2008 - May 2008
Merrill Lynch 2007 - 2007
Skills
Certified Anti-Money..., CAMS, Securities, Due Diligence, Securities Regulation, AML, Investments, SEC, FINRA, Fixed Income, OFAC, Capital Markets, Finance, Bloomberg, Anti Money Laundering, Financial Services, Equities
Education
New York University 2005 — 2009
Bachelor of Arts (B.A.), Economics/ Spanish
Jill Seiman's Merrill Lynch Experience 1998 - 1998
Job
Industry Online Media
Experience
High Line Media November 2010 - Present
Glamamom.com May 2010 - Present
The Ackman-Ziff Real Estate Group, LLC March 2004 - December 2010
The Estee Lauder Companies November 2002 - March 2004
Coach September 2001 - October 2002
Credit Suisse July 1999 - September 2001
Merrill Lynch 1998 - 1998
Education
New York University 2002 — 2003
MS
University of Pennsylvania 1995 — 1999
BA
High Line Media November 2010 - Present
Glamamom.com May 2010 - Present
The Ackman-Ziff Real Estate Group, LLC March 2004 - December 2010
The Estee Lauder Companies November 2002 - March 2004
Coach September 2001 - October 2002
Credit Suisse July 1999 - September 2001
Merrill Lynch 1998 - 1998
Education
New York University 2002 — 2003
MS
University of Pennsylvania 1995 — 1999
BA
Kathleen Luce Kathleen Luce's Merrill Lynch Experience June 2008 - February 2009
Job Director, Strategic Software Solutions at Loan Resolution Corporation
Industry Information Technology and Services
Experience
Loan Resolution Corporation May 2010 - May 2013
Lender Processing Services, Inc. (LPS) June 2009 - May 2010
Merrill Lynch June 2008 - February 2009
JP Morgan Chase May 1999 - March 2008
Bond Technologies 1994 - 1999
UNUM 1992 - 1994
Skills
Program Management, Project Management, Process Improvement, Strategy, Integration, Risk Management, Vendor Management, Change Management, Business Process..., Enterprise Software, IT Service Management, Business Process, Leadership, Management, PMP, Training, CRM, Security, Project Planning, Software Development, Team Building, Project Delivery, Banking, SDLC
Education
New York University 2000 — 2001
Certificate, Investment Banking
University of Southern Maine 1989 — 1993
BS, Technical Education
Old Orchard Beeach High School 1975 — 1979
12
Loan Resolution Corporation May 2010 - May 2013
Lender Processing Services, Inc. (LPS) June 2009 - May 2010
Merrill Lynch June 2008 - February 2009
JP Morgan Chase May 1999 - March 2008
Bond Technologies 1994 - 1999
UNUM 1992 - 1994
Skills
Program Management, Project Management, Process Improvement, Strategy, Integration, Risk Management, Vendor Management, Change Management, Business Process..., Enterprise Software, IT Service Management, Business Process, Leadership, Management, PMP, Training, CRM, Security, Project Planning, Software Development, Team Building, Project Delivery, Banking, SDLC
Education
New York University 2000 — 2001
Certificate, Investment Banking
University of Southern Maine 1989 — 1993
BS, Technical Education
Old Orchard Beeach High School 1975 — 1979
12
Hassan Tabbah Hassan Tabbah's Merrill Lynch Experience July 1975 - September 2004
Job Head of Sales Force Management at HSBC Holdings, London UK
Industry Financial Services
Experience
HSBC November 2013 - June 2015
Morgan Stanley January 2013 - November 2013
UGI Consulting 2009 - January 2013
Dynasty Financial Partners September 2011 - June 2012
UBS Wealth Management April 2007 - January 2009
NMH Advisors October 2004 - March 2007
Merrill Lynch July 1975 - September 2004
Merrill Lynch 1975 - 2004
Skills
Wealth Management, Strategic Planning, High Net Worth..., Sales Management, Leadership, Segmentation, Team Building, Hedge Funds, Asset Managment, Equities, Fixed Income, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Venture Capital, Investments, Risk Management, Strategic Financial..., Investor Relations, Financial Services, Asset Management, Securities, Business Development, Investment Advisory, Financial Advisory, Strategy, Executive Management, Mergers & Acquisitions, Wealth Management..., Series 7, Financial Planning, Investment Strategies, Management, ETFs, Investment Management, Retirement Planning, Capital Markets
Education
New York University 1974 — 1978
New York University - Leonard N. Stern School of Business 1974 — 1978
BS
HSBC November 2013 - June 2015
Morgan Stanley January 2013 - November 2013
UGI Consulting 2009 - January 2013
Dynasty Financial Partners September 2011 - June 2012
UBS Wealth Management April 2007 - January 2009
NMH Advisors October 2004 - March 2007
Merrill Lynch July 1975 - September 2004
Merrill Lynch 1975 - 2004
Skills
Wealth Management, Strategic Planning, High Net Worth..., Sales Management, Leadership, Segmentation, Team Building, Hedge Funds, Asset Managment, Equities, Fixed Income, Portfolio Management, Private Equity, Alternative Investments, Asset Allocation, Venture Capital, Investments, Risk Management, Strategic Financial..., Investor Relations, Financial Services, Asset Management, Securities, Business Development, Investment Advisory, Financial Advisory, Strategy, Executive Management, Mergers & Acquisitions, Wealth Management..., Series 7, Financial Planning, Investment Strategies, Management, ETFs, Investment Management, Retirement Planning, Capital Markets
Education
New York University 1974 — 1978
New York University - Leonard N. Stern School of Business 1974 — 1978
BS
George Assouad George Assouad's Merrill Lynch Experience May 2012 - October 2014
Job Client Relationship Manager at Snowden Lane Partners
Industry Financial Services
Experience
Snowden Lane Partners October 2014 - Present
Merrill Lynch May 2012 - October 2014
Merrill Lynch January 2012 - May 2012
Skills
Equities, Derivatives, Investments, Bloomberg Terminal, Financial Analysis, Financial Services, Asset Allocation, Financial Markets, Mergers, Analysis, Leadership, Securities, Wealth Management, Alternative Investments, Investment Strategies, Public Speaking, Social Media, Finance, Management
Education
New York University
Bachelors of Arts, Business Communications
Snowden Lane Partners October 2014 - Present
Merrill Lynch May 2012 - October 2014
Merrill Lynch January 2012 - May 2012
Skills
Equities, Derivatives, Investments, Bloomberg Terminal, Financial Analysis, Financial Services, Asset Allocation, Financial Markets, Mergers, Analysis, Leadership, Securities, Wealth Management, Alternative Investments, Investment Strategies, Public Speaking, Social Media, Finance, Management
Education
New York University
Bachelors of Arts, Business Communications
Cara Bianchini's Merrill Lynch Experience 2010 - 2011
Job Director
Industry Financial Services
Experience
Broadreach Group November 2012 - Present
Broadreach Group 2011 - November 2012
Merrill Lynch 2010 - 2011
Skills
Recruiting, Hedge Funds, Marketing and Investor..., Wealth Management, Fixed Income, Outsourcing, Investments, Microsoft Office, E-commerce, Online Marketing, Lead Generation, Product Management, Business Development, Asset Management, Private Equity, Finance, Asset Managment, Investor Relations, Management, Product Marketing, Equity Research, Capital Markets, Onboarding, Series 7, Karaoke
Education
NYU
Broadreach Group November 2012 - Present
Broadreach Group 2011 - November 2012
Merrill Lynch 2010 - 2011
Skills
Recruiting, Hedge Funds, Marketing and Investor..., Wealth Management, Fixed Income, Outsourcing, Investments, Microsoft Office, E-commerce, Online Marketing, Lead Generation, Product Management, Business Development, Asset Management, Private Equity, Finance, Asset Managment, Investor Relations, Management, Product Marketing, Equity Research, Capital Markets, Onboarding, Series 7, Karaoke
Education
NYU
Dawn Magnotta's Merrill Lynch Experience September 1995 - September 2004
Job Head of Alternative Investments Recruiting Accounting and Operations at Dynamics Associates
Industry Financial Services
Experience
Dynamics Associates July 2012 - Present
Consultant April 2012 - Present
Glocap Search August 2004 - April 2012
Merrill Lynch September 1995 - September 2004
Skills
Accounting, Finance, Banking, Equities, Financial Reporting, Hedge Funds, Talent Acquisition, Financial Analysis, Asset Managment, Recruiting, Payroll, Microsoft Excel, Account Reconciliation, Alternative Investments, Financial Services, Investment Banking, Private Equity, Asset Management, Financial Modeling, Auditing, Management, Capital Markets, Executive Search, Investments, Start-ups
Education
New York University 2006 — 2009
Master of Arts (M.A.), Counseling Psychology
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Dynamics Associates July 2012 - Present
Consultant April 2012 - Present
Glocap Search August 2004 - April 2012
Merrill Lynch September 1995 - September 2004
Skills
Accounting, Finance, Banking, Equities, Financial Reporting, Hedge Funds, Talent Acquisition, Financial Analysis, Asset Managment, Recruiting, Payroll, Microsoft Excel, Account Reconciliation, Alternative Investments, Financial Services, Investment Banking, Private Equity, Asset Management, Financial Modeling, Auditing, Management, Capital Markets, Executive Search, Investments, Start-ups
Education
New York University 2006 — 2009
Master of Arts (M.A.), Counseling Psychology
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Morris Betesh Morris Betesh's Merrill Lynch Experience 2010 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Skills
Investments
Education
New York University 1984 — 1988
BA, Political Science
Merrill Lynch 2010 - Present
Skills
Investments
Education
New York University 1984 — 1988
BA, Political Science
Ishan Krishan Ishan Krishan's Merrill Lynch Experience April 2015 - May 2015
Job Student at New York University
Industry Financial Services
Experience
Citi June 2015 - August 2015
Merrill Lynch April 2015 - May 2015
DBS Bank July 2014 - August 2014
Frost & Sullivan June 2013 - August 2013
Education
New York University 2012 — 2016
Bachelor's Degree, Economics & Psychology
Singapore American School 2008 — 2012
High School Diploma
Citi June 2015 - August 2015
Merrill Lynch April 2015 - May 2015
DBS Bank July 2014 - August 2014
Frost & Sullivan June 2013 - August 2013
Education
New York University 2012 — 2016
Bachelor's Degree, Economics & Psychology
Singapore American School 2008 — 2012
High School Diploma
Neal Bakshi Neal Bakshi's Merrill Lynch Experience May 2011 - July 2011
Job Financial Institutions Group Analyst at Lloyds Bank
Industry Financial Services
Experience
Lloyds Bank January 2015 - July 2015
Lloyds Bank July 2014 - December 2014
Lincoln Financial Group June 2013 - August 2013
US Treasury May 2012 - August 2012
Guidepoint Global August 2011 - December 2011
UMDNJ July 2011 - August 2011
Merrill Lynch May 2011 - July 2011
Jet Airways April 2010 - June 2010
Education
New York University 2010 — 2014
Bachelor of Arts (BA)
Princeton Day School 2007 — 2010
Lloyds Bank January 2015 - July 2015
Lloyds Bank July 2014 - December 2014
Lincoln Financial Group June 2013 - August 2013
US Treasury May 2012 - August 2012
Guidepoint Global August 2011 - December 2011
UMDNJ July 2011 - August 2011
Merrill Lynch May 2011 - July 2011
Jet Airways April 2010 - June 2010
Education
New York University 2010 — 2014
Bachelor of Arts (BA)
Princeton Day School 2007 — 2010
Jonathan Hubert Jonathan Hubert's Merrill Lynch Experience 2006 - 2008
Job Psychotherapist | Behavioral Management Expertise | Exploring Leadership Roles in Care Coordination & Management
Industry Mental Health Care
Experience
OMH Outpatient Clinic 2012 - 2015
Rockland Psychiatric Center 2011 - 2012
Bergen County Division of Family Guidance 2011 - 2011
Rising Star Music School 2010 - 2011
Rein Community Service 2010 - 2010
Barclays Global Investors 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Mental Health, Psychotherapy, Crisis Intervention, Social Services, Case Management, Managed Care, Healthcare Economics, Group Therapy, Adolescents, Mental Health Counseling, Family Therapy, Treatment, Care Management, Clinical Supervision, Critical Care, Treating..., Community Health Care..., Strategic Healthcare, Diagnosis and Treatment, Empathy and Compassion, Social Impact Assessment, Health Insurance Systems, Strong Interpersonal..., Relationship Management, Patient Care Management, Promote Health Education, Individual, Family, and..., Couples Counseling, Music and Play Therapy, Health and Literacy..., Training and Development, Versatile Leadership, Healthcare Management
Education
New York University 2011 — 2012
Master’s Degree, Clinical/Medical Social Work
State University of New York at New Paltz 2002 — 2006
Bachelor’s Degree, Finance and Economics
OMH Outpatient Clinic 2012 - 2015
Rockland Psychiatric Center 2011 - 2012
Bergen County Division of Family Guidance 2011 - 2011
Rising Star Music School 2010 - 2011
Rein Community Service 2010 - 2010
Barclays Global Investors 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Mental Health, Psychotherapy, Crisis Intervention, Social Services, Case Management, Managed Care, Healthcare Economics, Group Therapy, Adolescents, Mental Health Counseling, Family Therapy, Treatment, Care Management, Clinical Supervision, Critical Care, Treating..., Community Health Care..., Strategic Healthcare, Diagnosis and Treatment, Empathy and Compassion, Social Impact Assessment, Health Insurance Systems, Strong Interpersonal..., Relationship Management, Patient Care Management, Promote Health Education, Individual, Family, and..., Couples Counseling, Music and Play Therapy, Health and Literacy..., Training and Development, Versatile Leadership, Healthcare Management
Education
New York University 2011 — 2012
Master’s Degree, Clinical/Medical Social Work
State University of New York at New Paltz 2002 — 2006
Bachelor’s Degree, Finance and Economics
Andrea Garin Kopilak's Merrill Lynch Experience October 1999 - December 2001
Job Instructional Design Consultant, Designed2Learn, LLC
Industry Program Development
Experience
Designed2Learn, LLC October 2006 - January 2009
UBS March 2004 - May 2006
Marsh McLennan February 2003 - December 2003
Merrill Lynch October 1999 - December 2001
Skills
Needs Analysis, E-Learning, Instructional Design, Instructor-led Training, Captivate, Yoga
Education
New York University 2001 — 2004
MA, Educational Communication and Technology
State University of New York College at Cortland 1993 — 1997
BA, Communications
Designed2Learn, LLC October 2006 - January 2009
UBS March 2004 - May 2006
Marsh McLennan February 2003 - December 2003
Merrill Lynch October 1999 - December 2001
Skills
Needs Analysis, E-Learning, Instructional Design, Instructor-led Training, Captivate, Yoga
Education
New York University 2001 — 2004
MA, Educational Communication and Technology
State University of New York College at Cortland 1993 — 1997
BA, Communications
Irene Khane's Merrill Lynch Experience August 2012 - June 2015
Job VIce President/ Branch Manager at Cross River Bank
Industry Banking
Experience
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch August 2012 - June 2015
l July 2010 - February 2013
L November 2009 - July 2010
HSBC Bank USA 2007 - 2008
Skills
Banking, Credit, Asset Management, Portfolio Management, Loans, Relationship Management, Retail Banking, Fixed Income, Financial Analysis, Commercial Banking, Equities, Wealth Management, Investments, Investment Properties, Credit Analysis, Securities, Business Analysis, Management, Financial Services, Credit Risk, Strategic Financial..., Finance, Series 7, Commercial Lending, Mutual Funds, Financial Risk, Financial Advisory, Cash Management, Loan Origination, Small Business Lending, Retirement Planning, Insurance, Wealth Management..., Financial Structuring, Asset Allocation, Investment Strategies, Consumer Lending, Cross Selling, 1031 Exchanges, Private Banking, Series 63, Mortgage Lending
Education
New York Institute of Finance 2010 — 2010
Financial Analyst Program
New York University 1995 — 1999
BA, Psychology and Economics
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch August 2012 - June 2015
l July 2010 - February 2013
L November 2009 - July 2010
HSBC Bank USA 2007 - 2008
Skills
Banking, Credit, Asset Management, Portfolio Management, Loans, Relationship Management, Retail Banking, Fixed Income, Financial Analysis, Commercial Banking, Equities, Wealth Management, Investments, Investment Properties, Credit Analysis, Securities, Business Analysis, Management, Financial Services, Credit Risk, Strategic Financial..., Finance, Series 7, Commercial Lending, Mutual Funds, Financial Risk, Financial Advisory, Cash Management, Loan Origination, Small Business Lending, Retirement Planning, Insurance, Wealth Management..., Financial Structuring, Asset Allocation, Investment Strategies, Consumer Lending, Cross Selling, 1031 Exchanges, Private Banking, Series 63, Mortgage Lending
Education
New York Institute of Finance 2010 — 2010
Financial Analyst Program
New York University 1995 — 1999
BA, Psychology and Economics
Mike Roach CRP, GMS's Merrill Lynch Experience March 2008 - October 2008
Job President at Criterion Compliance Consulting
Industry Management Consulting
Experience
Criterion Compliance Consulting June 2013 - Present
First Financial Solutions LLC May 2005 - Present
NRT October 2008 - April 2011
Merrill Lynch March 2008 - October 2008
New England Financial 2004 - 2005
GE Financial 2003 - 2004
Wachovia 2002 - 2003
GMAC Global Relocation Services 1997 - 2001
American Security Mortgage 1993 - 1997
Skills
Real Estate, Relocation, Auditing, Real Estate Transactions, Management, Sarbanes-Oxley Act, Residential Homes, Cash Flow, Selling, Financial Analysis, Strategic Planning, Internal Audit, Sales, Short Sales, Foreclosures, Process Improvement
Education
NYU
Professional Certificate in Forensic Accounting, Currently Enrolled
Rider University 2005 — 2007
B.S., Finance
Wenatchee Valley College 1987 — 1989
A.A., Economics
MVCA
Criterion Compliance Consulting June 2013 - Present
First Financial Solutions LLC May 2005 - Present
NRT October 2008 - April 2011
Merrill Lynch March 2008 - October 2008
New England Financial 2004 - 2005
GE Financial 2003 - 2004
Wachovia 2002 - 2003
GMAC Global Relocation Services 1997 - 2001
American Security Mortgage 1993 - 1997
Skills
Real Estate, Relocation, Auditing, Real Estate Transactions, Management, Sarbanes-Oxley Act, Residential Homes, Cash Flow, Selling, Financial Analysis, Strategic Planning, Internal Audit, Sales, Short Sales, Foreclosures, Process Improvement
Education
NYU
Professional Certificate in Forensic Accounting, Currently Enrolled
Rider University 2005 — 2007
B.S., Finance
Wenatchee Valley College 1987 — 1989
A.A., Economics
MVCA
Eileen Blank's Merrill Lynch Experience March 1993 - November 2002
Job Vice President at Citibank, N.A.
Industry Financial Services
Experience
Citibank, N.A. November 2003 - Present
Merrill Lynch March 1993 - November 2002
Drexel Development Company, LLC April 1987 - September 1992
Skills
Contract Negotiation, CRM, Outsourcing, Mergers & Acquisitions, Disaster Recovery, Finance, Telecommunications, Sales, Portfolio Management, Manufacturing, Internal Controls, Executive Management, Financial Risk, Consulting, Vendor Management, Program Management, Risk Management
Education
New York University 1966 — 1970
Liberal Arts, Economics
Citibank, N.A. November 2003 - Present
Merrill Lynch March 1993 - November 2002
Drexel Development Company, LLC April 1987 - September 1992
Skills
Contract Negotiation, CRM, Outsourcing, Mergers & Acquisitions, Disaster Recovery, Finance, Telecommunications, Sales, Portfolio Management, Manufacturing, Internal Controls, Executive Management, Financial Risk, Consulting, Vendor Management, Program Management, Risk Management
Education
New York University 1966 — 1970
Liberal Arts, Economics
Tom Tesser's Merrill Lynch Experience 1985 - Present
Job Resident Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1985 - Present
Skills
Series 7, Series 63, Investments, Securities, Wealth Management, Asset Allocation, Retirement Planning, Uniform Combined State..., Investment Advisory, Alternative Investments, Wealth Management..., Equities, Mutual Funds, Financial Advisory, FINRA, Investment Strategies, Retirement, Estate Planning, High Net Worth..., Hedge Funds, 401k, Jackrabbit, Strategic Financial..., Investment Management, Portfolio Management, Asset Management, Options, Financial Planners, Bloomberg, Financial Services, Financial Planning
Education
Seton Hall University 1979 — 1981
MBA, Finance, Management
New York University 1977 — 1979
Bachelor of Science (BS), Finance
Verona High School
Merrill Lynch 1985 - Present
Skills
Series 7, Series 63, Investments, Securities, Wealth Management, Asset Allocation, Retirement Planning, Uniform Combined State..., Investment Advisory, Alternative Investments, Wealth Management..., Equities, Mutual Funds, Financial Advisory, FINRA, Investment Strategies, Retirement, Estate Planning, High Net Worth..., Hedge Funds, 401k, Jackrabbit, Strategic Financial..., Investment Management, Portfolio Management, Asset Management, Options, Financial Planners, Bloomberg, Financial Services, Financial Planning
Education
Seton Hall University 1979 — 1981
MBA, Finance, Management
New York University 1977 — 1979
Bachelor of Science (BS), Finance
Verona High School
Margaret Szabo's Merrill Lynch Experience 1981 - 2002
Job Owner, Computer Troubleshooters Edison
Industry Information Technology and Services
Experience
Computer Troubleshooters - Edison June 2002 - Present
Merrill Lynch 1981 - 2002
American Broadcasting Company April 1975 - April 1981
Skills
Servers, Designing, Microsoft Certified..., Project Management, Disaster Recovery, Software Deployment, Managed Services, Small Business, Management, Security, Financials, Telecommunications, Technical Support, Antivirus, Windows Server, Network Administration, Information Technology, VPN, Active Directory, Hardware, IT Service Management, IT Strategy, IT Management, Cloud Computing, Small Business Server, Software Installation, Storage, Infrastructure, Network Security, Cisco Technologies, Workstations, Computer Repair, Wireless Networking, Operating Systems, HP, System Deployment, Network Design, Microsoft Technologies, VoIP, Microsoft Exchange, WAN, Laptops, Firewalls, DNS, Computer Hardware, Windows XP, Virtualization, Troubleshooting, Data Center
Education
New York University
Computer Troubleshooters - Edison June 2002 - Present
Merrill Lynch 1981 - 2002
American Broadcasting Company April 1975 - April 1981
Skills
Servers, Designing, Microsoft Certified..., Project Management, Disaster Recovery, Software Deployment, Managed Services, Small Business, Management, Security, Financials, Telecommunications, Technical Support, Antivirus, Windows Server, Network Administration, Information Technology, VPN, Active Directory, Hardware, IT Service Management, IT Strategy, IT Management, Cloud Computing, Small Business Server, Software Installation, Storage, Infrastructure, Network Security, Cisco Technologies, Workstations, Computer Repair, Wireless Networking, Operating Systems, HP, System Deployment, Network Design, Microsoft Technologies, VoIP, Microsoft Exchange, WAN, Laptops, Firewalls, DNS, Computer Hardware, Windows XP, Virtualization, Troubleshooting, Data Center
Education
New York University
Myung Cho's Merrill Lynch Experience December 1994 - July 1996
Job Director, Global Linux Engineering and Operations
Industry Financial Services
Experience
Tower Research Capital March 2009 - Present
Hutchin Hill Capital July 2008 - January 2009
Bank of America 2000 - July 2008
Salomon Smith Barney July 1996 - 2000
Merrill Lynch December 1994 - July 1996
Salomon Brothers December 1993 - December 1994
Goldman Sachs June 1992 - December 1993
Skills
Market Data, Trading Systems, Perl, Solaris, Electronic Trading, Data Center, Unix, Low Latency, Linux, Fixed Income, Disaster Recovery, Distributed Systems, Unix Shell Scripting, High Availability, Shell Scripting, Equity Derivatives, Enterprise Architecture, Sybase, Credit Derivatives, Hedge Funds
Education
New York University 1988 — 1992
BA, Computer Science
Tower Research Capital March 2009 - Present
Hutchin Hill Capital July 2008 - January 2009
Bank of America 2000 - July 2008
Salomon Smith Barney July 1996 - 2000
Merrill Lynch December 1994 - July 1996
Salomon Brothers December 1993 - December 1994
Goldman Sachs June 1992 - December 1993
Skills
Market Data, Trading Systems, Perl, Solaris, Electronic Trading, Data Center, Unix, Low Latency, Linux, Fixed Income, Disaster Recovery, Distributed Systems, Unix Shell Scripting, High Availability, Shell Scripting, Equity Derivatives, Enterprise Architecture, Sybase, Credit Derivatives, Hedge Funds
Education
New York University 1988 — 1992
BA, Computer Science
Mike Pensabene's Merrill Lynch Experience 1982 - 1985
Job President at Program Management Solutions, Inc.
Industry Information Technology and Services
Experience
Program Management Solutions, Inc. January 2013 - Present
PineBridge Investments June 2009 - Present
AIG Investments January 2008 - May 2009
AIG 2008 - 2009
Citigroup 1985 - 2004
Merrill Lynch 1982 - 1985
Skills
Asset Managment, Fixed Income, Trading Systems, Equities, Hedge Funds, Program Management, Global Delivery, Change Management, Business Process..., Business Intelligence, Team Leadership, Team Building
Education
New York University
Program Management Solutions, Inc. January 2013 - Present
PineBridge Investments June 2009 - Present
AIG Investments January 2008 - May 2009
AIG 2008 - 2009
Citigroup 1985 - 2004
Merrill Lynch 1982 - 1985
Skills
Asset Managment, Fixed Income, Trading Systems, Equities, Hedge Funds, Program Management, Global Delivery, Change Management, Business Process..., Business Intelligence, Team Leadership, Team Building
Education
New York University
Davina Gazo's Merrill Lynch Experience June 2015 - Present
Job Vice President, Marketing Programs Dev Mgr II at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch June 2015 - Present
Skills
Microsoft Office, Final Cut Pro, Quickbooks, Photoshop, PowerPoint, Excel, Word, Entourage, Outlook, Account Management, Budgeting, Budget Management, Client Services, Client Relationship..., Project Coordination, Quicktime, Self Starter, iMovie, Creative Problem Solving, Video Production, Typing, Research, iDVD, Teamwork, Meeting Deadlines, Film Production, Video, Film, Entertainment, Production, Facebook, Mac, Social Networking, Budgets, QuickBooks, Microsoft Word, Microsoft Excel, CRM, Integrated Marketing, Creative Direction, Financial Services, Post Production, Advertising, Social Media, Marketing, Press Releases, Digital Media
Education
ABC Language Center 2012 — 2013
New York University 2009 — 2011
Continuing Education Courses in Marketing
University of North Carolina at Wilmington 2000 — 2003
BA
Merrill Lynch June 2015 - Present
Skills
Microsoft Office, Final Cut Pro, Quickbooks, Photoshop, PowerPoint, Excel, Word, Entourage, Outlook, Account Management, Budgeting, Budget Management, Client Services, Client Relationship..., Project Coordination, Quicktime, Self Starter, iMovie, Creative Problem Solving, Video Production, Typing, Research, iDVD, Teamwork, Meeting Deadlines, Film Production, Video, Film, Entertainment, Production, Facebook, Mac, Social Networking, Budgets, QuickBooks, Microsoft Word, Microsoft Excel, CRM, Integrated Marketing, Creative Direction, Financial Services, Post Production, Advertising, Social Media, Marketing, Press Releases, Digital Media
Education
ABC Language Center 2012 — 2013
New York University 2009 — 2011
Continuing Education Courses in Marketing
University of North Carolina at Wilmington 2000 — 2003
BA
David Tsang's Merrill Lynch Experience May 2006 - April 2007
Job Fixed Income Sales
Industry Financial Services
Experience
Wells Fargo September 2007 - Present
Smith Barney April 2007 - September 2007
Merrill Lynch May 2006 - April 2007
Skills
Mutual Funds, Series 63, Bloomberg, Series 7, Portfolio Management, Bonds, Fixed Income, Securities, Equities, Wealth Management, Alternative Investments
Education
University of Connecticut 2000 — 2004
Cresskill high school
New York University
Wells Fargo September 2007 - Present
Smith Barney April 2007 - September 2007
Merrill Lynch May 2006 - April 2007
Skills
Mutual Funds, Series 63, Bloomberg, Series 7, Portfolio Management, Bonds, Fixed Income, Securities, Equities, Wealth Management, Alternative Investments
Education
University of Connecticut 2000 — 2004
Cresskill high school
New York University
Gillian Arecchi's Merrill Lynch Experience June 2005 - May 2007
Job Reg. Rep at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab September 2007 - Present
Merrill Lynch June 2005 - May 2007
Education
New York University 2001 — 2005
BFA, Music Performance - Bassoon
Charles Schwab September 2007 - Present
Merrill Lynch June 2005 - May 2007
Education
New York University 2001 — 2005
BFA, Music Performance - Bassoon
Lisa Cullen O'Donoghue's Merrill Lynch Experience 1994 - 2001
Job Writer/Editor, selfemployed
Industry Writing and Editing
Experience
Merrill Lynch 1994 - 2001
McGraw-Hill 1991 - 1994
Skills
Program Management, Business Development, Project Management, Leadership, Research, Change Management, Microsoft Office, Customer Service, Sales, Report Writing, Writing
Education
New York University 1990 — 1994
Master of Arts (M.A.), Economics
The University of Connecticut School of Business 1982 — 1986
Merrill Lynch 1994 - 2001
McGraw-Hill 1991 - 1994
Skills
Program Management, Business Development, Project Management, Leadership, Research, Change Management, Microsoft Office, Customer Service, Sales, Report Writing, Writing
Education
New York University 1990 — 1994
Master of Arts (M.A.), Economics
The University of Connecticut School of Business 1982 — 1986
Alex Battles's Merrill Lynch Experience April 2013 - July 2014
Job Head of Prime Finance Risk Americas at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Merrill Lynch April 2013 - July 2014
Merrill Lynch July 2010 - April 2013
LINKS CAPITAL MANAGEMENT June 2008 - April 2010
Merrill Lynch 2003 - 2008
Bear Stearns January 2001 - November 2003
Skills
Options, Quantitative Finance, Portfolio Management, Equity Derivatives, Hedge Funds, Risk Management, Derivatives
Education
New York University 2005 — 2008
MBA, Quantitative Finance, Entrepreneurship
Princeton University 1995 — 1999
B.A, Economics
Deutsche Bank September 2014 - Present
Merrill Lynch April 2013 - July 2014
Merrill Lynch July 2010 - April 2013
LINKS CAPITAL MANAGEMENT June 2008 - April 2010
Merrill Lynch 2003 - 2008
Bear Stearns January 2001 - November 2003
Skills
Options, Quantitative Finance, Portfolio Management, Equity Derivatives, Hedge Funds, Risk Management, Derivatives
Education
New York University 2005 — 2008
MBA, Quantitative Finance, Entrepreneurship
Princeton University 1995 — 1999
B.A, Economics
Karyn Liane Dobin's Merrill Lynch Experience June 2006 - January 2008
Job President at KLD Training Associates LLC
Industry Financial Services
Experience
KLD Training Associates LLC May 2011 - Present
Morgan Stanley January 2008 - May 2011
Merrill Lynch June 2006 - January 2008
Trepp LLC April 2005 - June 2006
Thomson Financial April 2003 - April 2005
Moneyline Telerate January 2001 - April 2003
Goldman Sachs August 1996 - January 2001
CS First Boston January 1992 - March 1995
Bloomberg March 1990 - December 1991
Drexel Burnham Lambert March 1988 - February 1990
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Financial Markets, Securities, Financial Services, Market Data, Structured Products, Economics, Finance, Prime Brokerage, Investment Banking, Trading, Asset Managment, Electronic Trading, Trading Systems, Hedge Funds, Series 7, Alternative Investments, Investments, Bonds, Valuation, Mutual Funds, Risk Management, Private Equity, Commodity, FX Options, Options, Equity Trading, Series 63, Emerging Markets, Portfolio Management, Investment Management, FINRA, Equity Research, Investment Advisory, Wealth Management
Education
New York University 2006 — 2011
MS, Real Estate Finance
New York University 2002 — 2004
Graduate Certificate, Marketing
University at Albany, SUNY 1981 — 1985
BS, Mathematics
KLD Training Associates LLC May 2011 - Present
Morgan Stanley January 2008 - May 2011
Merrill Lynch June 2006 - January 2008
Trepp LLC April 2005 - June 2006
Thomson Financial April 2003 - April 2005
Moneyline Telerate January 2001 - April 2003
Goldman Sachs August 1996 - January 2001
CS First Boston January 1992 - March 1995
Bloomberg March 1990 - December 1991
Drexel Burnham Lambert March 1988 - February 1990
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Financial Markets, Securities, Financial Services, Market Data, Structured Products, Economics, Finance, Prime Brokerage, Investment Banking, Trading, Asset Managment, Electronic Trading, Trading Systems, Hedge Funds, Series 7, Alternative Investments, Investments, Bonds, Valuation, Mutual Funds, Risk Management, Private Equity, Commodity, FX Options, Options, Equity Trading, Series 63, Emerging Markets, Portfolio Management, Investment Management, FINRA, Equity Research, Investment Advisory, Wealth Management
Education
New York University 2006 — 2011
MS, Real Estate Finance
New York University 2002 — 2004
Graduate Certificate, Marketing
University at Albany, SUNY 1981 — 1985
BS, Mathematics
Jennifer Jolly's Merrill Lynch Experience 1981 - 1991
Job Principal at Jennifer Jolly Associates
Industry Financial Services
Experience
Jennifer Jolly Associates 2007 - Present
Applied Research Corporation, Metuchen NJ 1999 - 2007
Personnel Decisions International 1993 - 1999
Jennifer Jolly Associates 1991 - 1993
Merrill Lynch 1981 - 1991
Skills
360 Feedback, Coaching, Career Development, Leadership Development, Talent Management, Executive Coaching, Change Management, Performance Management, Succession Planning, Organizational Design, Management, Human Resources, Culture Change, Organizational..., Organizational...
Education
New York University 1973 — 1979
Ph.D., Industrial/Organizational Psychology
Bedford College for Women, London University, England
B.Sc., Psychology
Jennifer Jolly Associates 2007 - Present
Applied Research Corporation, Metuchen NJ 1999 - 2007
Personnel Decisions International 1993 - 1999
Jennifer Jolly Associates 1991 - 1993
Merrill Lynch 1981 - 1991
Skills
360 Feedback, Coaching, Career Development, Leadership Development, Talent Management, Executive Coaching, Change Management, Performance Management, Succession Planning, Organizational Design, Management, Human Resources, Culture Change, Organizational..., Organizational...
Education
New York University 1973 — 1979
Ph.D., Industrial/Organizational Psychology
Bedford College for Women, London University, England
B.Sc., Psychology
Amin Dolah's Merrill Lynch Experience 1993 - 1995
Job Owner, Met FoodMarkets
Industry Supermarkets
Experience
Met FoodMarkets March 2000 - Present
Merrill Lynch 1993 - 1995
Oppenheimer & Co. 1992 - 1994
Skills
Retail
Education
New York University 1987 — 1991
BA, Economics and Political Science
Adelphi
Met FoodMarkets March 2000 - Present
Merrill Lynch 1993 - 1995
Oppenheimer & Co. 1992 - 1994
Skills
Retail
Education
New York University 1987 — 1991
BA, Economics and Political Science
Adelphi
Jenny Wienert's Merrill Lynch Experience May 2008 - December 2008
Job Office Manager/Administrative Assistant
Industry Entertainment
Experience
Singers Forum November 2010 - September 2012
Merrill Lynch May 2008 - December 2008
Gotham Comedy Club May 2004 - October 2007
The Manhattan Club February 2002 - November 2003
Terra Networks June 1998 - August 2001
Tiffany May 1993 - October 1997
Skills
Advertising, Event Planning, PowerPoint, Public Relations, Microsoft Excel, Microsoft Office, QuickBooks, Microsoft Word, ADP Payroll, Macintosh Applications, Social Media
Education
New York University 1988 — 1990
Concentration at Gallatin, Music and Voice
Nightingale-Bamford 1979 — 1988
High School Diploma
Singers Forum November 2010 - September 2012
Merrill Lynch May 2008 - December 2008
Gotham Comedy Club May 2004 - October 2007
The Manhattan Club February 2002 - November 2003
Terra Networks June 1998 - August 2001
Tiffany May 1993 - October 1997
Skills
Advertising, Event Planning, PowerPoint, Public Relations, Microsoft Excel, Microsoft Office, QuickBooks, Microsoft Word, ADP Payroll, Macintosh Applications, Social Media
Education
New York University 1988 — 1990
Concentration at Gallatin, Music and Voice
Nightingale-Bamford 1979 — 1988
High School Diploma
Victoria Chin's Merrill Lynch Experience 2002 - 2004
Job Director of Marketing
Industry Marketing and Advertising
Experience
Island Ambulatory Surgical Center March 2014 - Present
Advanced Spine Surgery Center August 2012 - Present
Brooklyn Premier Orthopedics, PLLC January 2012 - August 2012
No More Paper Filing LLC July 2008 - November 2010
CC Image It, LLC November 2004 - June 2009
Merrill Lynch 2002 - 2004
Oliver Wyman 2001 - 2002
Wit Soundview 1999 - 2001
Donaldson, Lufkin & Jenrette / Global Retail Partners, LLP 1997 - 1999
Korn/Ferry International 1997 - 1998
Skills
Business Strategy, Strategic Planning, Mergers, Marketing, Start-ups, Business Development, Salesforce.com, Marketing Strategy, Strategic Partnerships, Entrepreneurship, Strategy, Competitive Analysis, Digital Marketing, Market Research, Product Marketing, Mergers
Education
New York University 1992 — 1997
Economics
Longmeadow High School
Island Ambulatory Surgical Center March 2014 - Present
Advanced Spine Surgery Center August 2012 - Present
Brooklyn Premier Orthopedics, PLLC January 2012 - August 2012
No More Paper Filing LLC July 2008 - November 2010
CC Image It, LLC November 2004 - June 2009
Merrill Lynch 2002 - 2004
Oliver Wyman 2001 - 2002
Wit Soundview 1999 - 2001
Donaldson, Lufkin & Jenrette / Global Retail Partners, LLP 1997 - 1999
Korn/Ferry International 1997 - 1998
Skills
Business Strategy, Strategic Planning, Mergers, Marketing, Start-ups, Business Development, Salesforce.com, Marketing Strategy, Strategic Partnerships, Entrepreneurship, Strategy, Competitive Analysis, Digital Marketing, Market Research, Product Marketing, Mergers
Education
New York University 1992 — 1997
Economics
Longmeadow High School
Joshua Arthur's Merrill Lynch Experience February 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2007 - Present
Skills
Series 7, Equities, FINRA, Securities, Fixed Income
Education
New York University 1995 — 1999
Merrill Lynch February 2007 - Present
Skills
Series 7, Equities, FINRA, Securities, Fixed Income
Education
New York University 1995 — 1999
Kara Cady-Sawyer's Merrill Lynch Experience September 2011 - October 2012
Job Institutional Product Marketing at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman February 2013 - Present
Merrill Lynch September 2011 - October 2012
AllianceBernstein January 2008 - September 2011
CreditSights Inc. January 2006 - January 2008
Kiehl's Since 1851 September 2005 - December 2005
Morgan Stanley May 2005 - August 2005
Skills
Series 7, Series 66, Product Marketing, Marketing Communications, Mutual Funds, 529 Plans, Hedge Funds, Alternative Investments, Strategic Communications, Investor Relations..., Uniform Combined State..., Investment Management, Marketing
Education
New York University
Bachelor of Science, Communications and Media
Neuberger Berman February 2013 - Present
Merrill Lynch September 2011 - October 2012
AllianceBernstein January 2008 - September 2011
CreditSights Inc. January 2006 - January 2008
Kiehl's Since 1851 September 2005 - December 2005
Morgan Stanley May 2005 - August 2005
Skills
Series 7, Series 66, Product Marketing, Marketing Communications, Mutual Funds, 529 Plans, Hedge Funds, Alternative Investments, Strategic Communications, Investor Relations..., Uniform Combined State..., Investment Management, Marketing
Education
New York University
Bachelor of Science, Communications and Media
Sam Manin's Merrill Lynch Experience 1990 - 2003
Job Sr. Implementation Manager at Beeline
Industry Information Technology and Services
Experience
Beeline Sr. Implementation ManagerBeeline, Inc.2003 - Present
Merrill Lynch 1990 - 2003
Ernst & Whinney 1989 - 1990
Ernst & Young 1989 - 1990
McLean Group 1983 - 1989
Skills
Vendor Management
Education
New York University 1980 — 1983
BS, Computer Information Systems/Business Management
Beeline Sr. Implementation ManagerBeeline, Inc.2003 - Present
Merrill Lynch 1990 - 2003
Ernst & Whinney 1989 - 1990
Ernst & Young 1989 - 1990
McLean Group 1983 - 1989
Skills
Vendor Management
Education
New York University 1980 — 1983
BS, Computer Information Systems/Business Management
Nicolette Repaci Sinatra's Merrill Lynch Experience September 2004 - January 2008
Job Associate General Counsel at The Witkoff Group, LLC
Industry Real Estate
Experience
The Witkoff Group, LLC February 2013 - Present
Alston & Bird LLP January 2011 - January 2013
The Witkoff Group April 2008 - February 2009
Merrill Lynch September 2004 - January 2008
Seyfarth Shaw July 2002 - August 2004
Pryor Cashman LLP September 1997 - July 2002
Sullivan & Worcester LLP February 1997 - August 1997
Kings County District Attorneys Office November 1994 - February 1997
Skills
Corporate Governance
Education
New York University
BS, Marketing and International Business
St. John's University School of Law
J.D., Law
The Witkoff Group, LLC February 2013 - Present
Alston & Bird LLP January 2011 - January 2013
The Witkoff Group April 2008 - February 2009
Merrill Lynch September 2004 - January 2008
Seyfarth Shaw July 2002 - August 2004
Pryor Cashman LLP September 1997 - July 2002
Sullivan & Worcester LLP February 1997 - August 1997
Kings County District Attorneys Office November 1994 - February 1997
Skills
Corporate Governance
Education
New York University
BS, Marketing and International Business
St. John's University School of Law
J.D., Law
Yevgeny Vilensky's Merrill Lynch Experience 2006 - 2006
Job VicePresident, Quantitative Analyst, Flow Credit at Barclays
Industry Banking
Experience
Barclays April 2012 - Present
Goldman Sachs August 2011 - April 2012
UBS Investment Bank June 2008 - August 2011
New York University 2003 - 2008
Merrill Lynch 2006 - 2006
Skills
Derivatives, Financial Modeling
Education
New York University 2003 — 2008
PhD, Mathematics
Yale University 1999 — 2003
BS, Mathematics
Barclays April 2012 - Present
Goldman Sachs August 2011 - April 2012
UBS Investment Bank June 2008 - August 2011
New York University 2003 - 2008
Merrill Lynch 2006 - 2006
Skills
Derivatives, Financial Modeling
Education
New York University 2003 — 2008
PhD, Mathematics
Yale University 1999 — 2003
BS, Mathematics
Shirley Guidry-Taveras's Merrill Lynch Experience June 2000 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2000 - Present
Education
New York University
Merrill Lynch June 2000 - Present
Education
New York University
Linda Gonzalez's Merrill Lynch Experience March 2010 - March 2012
Job Front end Engineer at TheLadders
Industry Computer Software
Experience
TheLadders October 2014 - Present
Vaunte August 2013 - October 2014
StreetEasy February 2013 - August 2013
Merrill Lynch March 2010 - March 2012
Morgan Stanley Smith Barney May 2008 - February 2010
Citigroup January 2007 - May 2008
Skills
Ruby on Rails, JavaScript, CSS, Scala, Test Driven Development, HTML emails, Ruby, HTML, SQL, JSON, CoffeeScript, Apache Storm, Adobe Photoshop, Pivotal Tracker, Photoshop, HAML, SASS, Github, Sendgrid, PostgreSQL, Salesforce.com, Balanced, PSD to HTML conversion, jQuery, Wealth Management, Start-ups, Investments, Backbone.js, Object Oriented Design, Wordpress, Responsive Design, PeopleSoft, SharePoint, MongoDB, Microsoft Office, Google Docs, Heroku, ecommerce, Leadership, Finance, Wealth Management..., Financial Services, Strategy, Zendesk, Git
Education
Stanford University
Computer Science
FINRA
Series 7 & 66
New York University
BA, Economics
TheLadders October 2014 - Present
Vaunte August 2013 - October 2014
StreetEasy February 2013 - August 2013
Merrill Lynch March 2010 - March 2012
Morgan Stanley Smith Barney May 2008 - February 2010
Citigroup January 2007 - May 2008
Skills
Ruby on Rails, JavaScript, CSS, Scala, Test Driven Development, HTML emails, Ruby, HTML, SQL, JSON, CoffeeScript, Apache Storm, Adobe Photoshop, Pivotal Tracker, Photoshop, HAML, SASS, Github, Sendgrid, PostgreSQL, Salesforce.com, Balanced, PSD to HTML conversion, jQuery, Wealth Management, Start-ups, Investments, Backbone.js, Object Oriented Design, Wordpress, Responsive Design, PeopleSoft, SharePoint, MongoDB, Microsoft Office, Google Docs, Heroku, ecommerce, Leadership, Finance, Wealth Management..., Financial Services, Strategy, Zendesk, Git
Education
Stanford University
Computer Science
FINRA
Series 7 & 66
New York University
BA, Economics
Ming Fang's Merrill Lynch Experience April 2007 - April 2008
Job Technology Fellow/Chief Architect
Industry Financial Services
Experience
PulsePoint August 2013 - October 2014
RBC Capital Markets October 2011 - August 2013
OTC Markets Group February 2010 - November 2011
JPMorgan October 2008 - February 2010
Merrill Lynch April 2007 - April 2008
FXall September 2001 - September 2006
Donaldson Lufkin and Jenrette January 1996 - August 2001
Education
New York University 1991 — 1995
BA, Computer Science
PulsePoint August 2013 - October 2014
RBC Capital Markets October 2011 - August 2013
OTC Markets Group February 2010 - November 2011
JPMorgan October 2008 - February 2010
Merrill Lynch April 2007 - April 2008
FXall September 2001 - September 2006
Donaldson Lufkin and Jenrette January 1996 - August 2001
Education
New York University 1991 — 1995
BA, Computer Science
Frank Ferrante's Merrill Lynch Experience July 1981 - September 2008
Job Leadership Development Professional specializing in design/delivery of leadership programs and individual coaching
Industry Financial Services
Experience
Advanced Management Services, Inc. (AMS) Senior Vice PresidentBank of America Merrill LynchSeptember 2008 - November 2011
Merrill Lynch July 1981 - September 2008
Skills
Talent Management, Leadership Development, Change Management, Employee Engagement, Succession Planning, Organizational..., Performance Management, Strategic Planning, Financial Services, Organizational..., Leadership, Employee Relations, Business Process..., Talent Acquisition, Vendor Management, Onboarding
Education
New York University
MA, Political Science
Saint John's University
BA, Political Science
Advanced Management Services, Inc. (AMS) Senior Vice PresidentBank of America Merrill LynchSeptember 2008 - November 2011
Merrill Lynch July 1981 - September 2008
Skills
Talent Management, Leadership Development, Change Management, Employee Engagement, Succession Planning, Organizational..., Performance Management, Strategic Planning, Financial Services, Organizational..., Leadership, Employee Relations, Business Process..., Talent Acquisition, Vendor Management, Onboarding
Education
New York University
MA, Political Science
Saint John's University
BA, Political Science
Jack Choy's Merrill Lynch Experience August 2011 - December 2011
Job Sr. Business System Analyst at TD Securities
Industry Information Technology and Services
Experience
TD Securities August 2012 - Present
Credit Suisse March 2012 - July 2012
Merrill Lynch August 2011 - December 2011
Credit Suisse June 2009 - June 2011
Misys 2004 - 2008
UBS Investment Bank 1999 - 2001
UBS 1997 - 2001
Swiss Bank Corp 1990 - 1997
JP Morgan Chase (formerly Chemical Bank) 1983 - 1989
Skills
Back Office, FX Options, SDLC, Fixed Income, Derivatives, Business Analysis, Investment Banking, Capital Markets, Equities, Banking, Trading Systems, Visio, Vendor Management, Risk Management
Education
New York University
Certificate, Computer Programming
Saint John's University
MBA, International Finance
University of Wisconsin-Oshkosh
BBA, Finance
TD Securities August 2012 - Present
Credit Suisse March 2012 - July 2012
Merrill Lynch August 2011 - December 2011
Credit Suisse June 2009 - June 2011
Misys 2004 - 2008
UBS Investment Bank 1999 - 2001
UBS 1997 - 2001
Swiss Bank Corp 1990 - 1997
JP Morgan Chase (formerly Chemical Bank) 1983 - 1989
Skills
Back Office, FX Options, SDLC, Fixed Income, Derivatives, Business Analysis, Investment Banking, Capital Markets, Equities, Banking, Trading Systems, Visio, Vendor Management, Risk Management
Education
New York University
Certificate, Computer Programming
Saint John's University
MBA, International Finance
University of Wisconsin-Oshkosh
BBA, Finance
Ed Chernobelsky's Merrill Lynch Experience 2002 - 2005
Job Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs ConsultantCredit Suisse2011 - 2015
Goldman Sachs 1993 - 2008
SIAC 2006 - 2007
Merrill Lynch 2002 - 2005
Education
New York University 1990 — 1993
MS, Computer Science
Goldman Sachs ConsultantCredit Suisse2011 - 2015
Goldman Sachs 1993 - 2008
SIAC 2006 - 2007
Merrill Lynch 2002 - 2005
Education
New York University 1990 — 1993
MS, Computer Science
Peter Rozario's Merrill Lynch Experience August 2006 - January 2009
Job VP at Citi Hedge Fund Middle Office Technology
Industry Information Technology and Services
Experience
Citi January 2010 - Present
Federal Reserve Bank February 2009 - October 2009
Merrill Lynch August 2006 - January 2009
Bank of America June 2004 - August 2006
Credit Suisse First Boston May 2002 - June 2004
Lehman Brothers June 2000 - May 2002
Goldman Sachs May 1997 - June 2000
Skills
Hedge Funds, Middle Office, Business Analysis, Prime Brokerage, Equity Derivatives, Swaps, Options, Vendor Management, SDLC, Trading Systems, Business Intelligence
Education
Stevens Institute of Technology 1995 — 1997
BE, EE
New York University 1992 — 1997
MS, Computer Science
Citi January 2010 - Present
Federal Reserve Bank February 2009 - October 2009
Merrill Lynch August 2006 - January 2009
Bank of America June 2004 - August 2006
Credit Suisse First Boston May 2002 - June 2004
Lehman Brothers June 2000 - May 2002
Goldman Sachs May 1997 - June 2000
Skills
Hedge Funds, Middle Office, Business Analysis, Prime Brokerage, Equity Derivatives, Swaps, Options, Vendor Management, SDLC, Trading Systems, Business Intelligence
Education
Stevens Institute of Technology 1995 — 1997
BE, EE
New York University 1992 — 1997
MS, Computer Science
Frank Kwasnik's Merrill Lynch Experience 2011 - 2013
Job Princeton Information Project Manager at Merrill Lynch/BoA
Industry Information Services
Experience
Princeton Information July 2011 - Present
Merrill Lynch 2011 - 2013
Merrill Lynch 2011 - 2013
Merrill Lynch 2011 - 2013
Merrill Lynch 2011 - 2013
Cognizant Technology Solutions November 2009 - June 2012
IBM January 2009 - December 2009
Aetna, Inc 2004 - 2008
IBM July 2000 - March 2004
AT&T April 1983 - June 2000
Skills
Vendor Management, Program Management, Project Management, Account Management, SDLC, PMO, Visio, MS Project, Business Analysis, Project Delivery, Project Portfolio..., PMP, ITIL, Risk Management, Software Project..., Analysis, IT Strategy, Integration, Business Process, Requirements Analysis, Resource Management, IT Management, Business Process...
Education
Stevens Institute of Technology 1994 — 1996
Master's Certificate, Project Management
New York University 1978 — 1982
BA, Computer Science, Economics, Mathematics, Statistics
St. Francis Prep. H.S. 1974 — 1978
Princeton Information July 2011 - Present
Merrill Lynch 2011 - 2013
Merrill Lynch 2011 - 2013
Merrill Lynch 2011 - 2013
Merrill Lynch 2011 - 2013
Cognizant Technology Solutions November 2009 - June 2012
IBM January 2009 - December 2009
Aetna, Inc 2004 - 2008
IBM July 2000 - March 2004
AT&T April 1983 - June 2000
Skills
Vendor Management, Program Management, Project Management, Account Management, SDLC, PMO, Visio, MS Project, Business Analysis, Project Delivery, Project Portfolio..., PMP, ITIL, Risk Management, Software Project..., Analysis, IT Strategy, Integration, Business Process, Requirements Analysis, Resource Management, IT Management, Business Process...
Education
Stevens Institute of Technology 1994 — 1996
Master's Certificate, Project Management
New York University 1978 — 1982
BA, Computer Science, Economics, Mathematics, Statistics
St. Francis Prep. H.S. 1974 — 1978
Bob Hennessy's Merrill Lynch Experience June 2013 - Present
Job Vice President Sr. Technical Manager/Client Data and Document Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
JPMorgan Chase June 2012 - June 2013
Bank of America August 2010 - November 2011
Bank of America Merrill Lynch November 2009 - August 2010
Merrill Lynch January 1987 - December 2009
Skills
Disaster Recovery, Legal Support, Financial Forecasting, Process Improvement, Team Leadership, Coaching, Operations Management, Securities Law, Virtual PC, Legal Technology, Compliance Technology, Six Sigma, Software Project..., Full SDLC, Legal Administration, Securities Regulation, Business Analysis, Mergers & Acquisitions, Business Intelligence, Project Management, Change Management, Financial Services, Risk Management, Securities, Integration, Mergers, Legal Assistance, Leadership, Service Delivery, Financial Risk, Vendor Management, Business Process..., Banking, Analysis, Governance, Enterprise Software, Litigation Support, Due Diligence, SDLC, Series 7, Hedge Funds, Management, Access, Security, Equities, AML, Testing, Financial Regulation, Capital Markets
Education
Rider University 2013 — 2018
Master of Business Administration (M.B.A.)
State University of New York College at Brockport
BS, Business, Political Science
New York University
Paralegal Certification
Edgemont
Merrill Lynch June 2013 - Present
JPMorgan Chase June 2012 - June 2013
Bank of America August 2010 - November 2011
Bank of America Merrill Lynch November 2009 - August 2010
Merrill Lynch January 1987 - December 2009
Skills
Disaster Recovery, Legal Support, Financial Forecasting, Process Improvement, Team Leadership, Coaching, Operations Management, Securities Law, Virtual PC, Legal Technology, Compliance Technology, Six Sigma, Software Project..., Full SDLC, Legal Administration, Securities Regulation, Business Analysis, Mergers & Acquisitions, Business Intelligence, Project Management, Change Management, Financial Services, Risk Management, Securities, Integration, Mergers, Legal Assistance, Leadership, Service Delivery, Financial Risk, Vendor Management, Business Process..., Banking, Analysis, Governance, Enterprise Software, Litigation Support, Due Diligence, SDLC, Series 7, Hedge Funds, Management, Access, Security, Equities, AML, Testing, Financial Regulation, Capital Markets
Education
Rider University 2013 — 2018
Master of Business Administration (M.B.A.)
State University of New York College at Brockport
BS, Business, Political Science
New York University
Paralegal Certification
Edgemont
Sufia Ashraf's Merrill Lynch Experience May 2010 - August 2010
Job Senior Finance Analyst at University of Texas Southwestern
Industry Financial Services
Experience
PepsiCo January 2014 - June 2014
PepsiCo August 2012 - December 2013
AXA Financial May 2011 - August 2011
Citadel Investment Group February 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.)
PepsiCo January 2014 - June 2014
PepsiCo August 2012 - December 2013
AXA Financial May 2011 - August 2011
Citadel Investment Group February 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.)
T'Corian Ford's Merrill Lynch Experience August 2004 - October 2006
Job
Industry Financial Services
Experience
AllianceBernstein April 2011 - May 2012
Barclays Capital September 2008 - October 2008
Lehman Brothers December 2006 - August 2008
Merrill Lynch August 2004 - October 2006
Bear Stearns January 2004 - August 2004
Sumitomo Mitsui (Spherion) December 2002 - January 2004
The World Bank 1997 - 2002
Education
New York University 2009 — 2012
B.A., Social Sciences - International Relations
AllianceBernstein April 2011 - May 2012
Barclays Capital September 2008 - October 2008
Lehman Brothers December 2006 - August 2008
Merrill Lynch August 2004 - October 2006
Bear Stearns January 2004 - August 2004
Sumitomo Mitsui (Spherion) December 2002 - January 2004
The World Bank 1997 - 2002
Education
New York University 2009 — 2012
B.A., Social Sciences - International Relations
Diane Geissler's Merrill Lynch Experience July 2006 - January 2009
Job Managing Director at CLSA
Industry Financial Services
Experience
CLSA August 2009 - Present
Merrill Lynch July 2006 - January 2009
Merrill Lynch June 1999 - July 2006
Education
New York University 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee
BA, Art History
CLSA August 2009 - Present
Merrill Lynch July 2006 - January 2009
Merrill Lynch June 1999 - July 2006
Education
New York University 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee
BA, Art History
Kate Redmond Wilcomb's Merrill Lynch Experience June 2001 - August 2009
Job Events Services Professional
Industry Events Services
Experience
Bank of America Merrill Lynch NAreed krakoff2010 - 2010
Citi 2009 - 2010
Merrill Lynch June 2001 - August 2009
Education
New York University 1999 — 2001
BS, Communications Studies
Bank of America Merrill Lynch NAreed krakoff2010 - 2010
Citi 2009 - 2010
Merrill Lynch June 2001 - August 2009
Education
New York University 1999 — 2001
BS, Communications Studies
Neetu Jhunjhunwala's Merrill Lynch Experience 2007 - 2008
Job Legal Services Professional
Industry Legal Services
Experience
Merrill Lynch 2007 - 2008
Education
New York University
Paralegal Program, Law
Merrill Lynch 2007 - 2008
Education
New York University
Paralegal Program, Law
Joseph Vigorito's Merrill Lynch Experience 1989 - 1993
Job Sr. Director at Praxair, Inc.
Industry Chemicals
Experience
Praxair, Inc. February 2004 - Present
Celera Genomics 2001 - 2003
Williams Telecommunications 2000 - 2001
Applied Biosystems 2000 - 2001
Witco Corporation 1993 - 2000
Merrill Lynch 1989 - 1993
Skills
Information Security, SharePoint, Process Engineering, Cross-functional Team..., Outsourcing, Process Improvement, Networking, Leadership, Vendor Management, Telecommunications, Consulting, IT Management, Integration
Education
New York University 2004 — 2005
Master of Science (M.S.), Information Systems Engineering
New York University
Praxair, Inc. February 2004 - Present
Celera Genomics 2001 - 2003
Williams Telecommunications 2000 - 2001
Applied Biosystems 2000 - 2001
Witco Corporation 1993 - 2000
Merrill Lynch 1989 - 1993
Skills
Information Security, SharePoint, Process Engineering, Cross-functional Team..., Outsourcing, Process Improvement, Networking, Leadership, Vendor Management, Telecommunications, Consulting, IT Management, Integration
Education
New York University 2004 — 2005
Master of Science (M.S.), Information Systems Engineering
New York University
Alexander Pertsov's Merrill Lynch Experience October 1998 - January 2001
Job Director of Operations, Capify (formerly known as Amerimerchant)
Industry Financial Services
Experience
Capify July 2012 - Present
Sun Life Financial May 2010 - November 2012
Computershare January 2006 - June 2009
Computershare January 2003 - February 2006
Computershare January 2001 - January 2003
Merrill Lynch October 1998 - January 2001
Skills
Reconciliation, Middle Office, Stock, Back Office, Brokerage, Financial Accounting, Options, Settlement, Settlements, Restricted Stock, Corporate Actions, Plan Administration, SWIFT, ESOP, Fund Accounting, Transfer Agency, Client Service, Plan Implementation, Plan Design, Call Center, Confirmations, Financial Services, Analysis, Finance, Leadership, Risk Management, Management
Education
New York University 2003 — 2008
Bachelor of Arts, History
Capify July 2012 - Present
Sun Life Financial May 2010 - November 2012
Computershare January 2006 - June 2009
Computershare January 2003 - February 2006
Computershare January 2001 - January 2003
Merrill Lynch October 1998 - January 2001
Skills
Reconciliation, Middle Office, Stock, Back Office, Brokerage, Financial Accounting, Options, Settlement, Settlements, Restricted Stock, Corporate Actions, Plan Administration, SWIFT, ESOP, Fund Accounting, Transfer Agency, Client Service, Plan Implementation, Plan Design, Call Center, Confirmations, Financial Services, Analysis, Finance, Leadership, Risk Management, Management
Education
New York University 2003 — 2008
Bachelor of Arts, History
David Morton, MBA's Merrill Lynch Experience October 1987 - April 1998
Job Vice PresidentInvestments, Fundamental Choice Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2008 - Present
CitiSmithBarney May 1998 - December 2008
Merrill Lynch October 1987 - April 1998
Skills
Investments, Retirement Planning, Alternative Investments, Securities, Insurance, Risk Management, Financial Services, Equities, Asset Allocation, Fixed Income, Bonds, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, 401k Rollovers, Retirement Plan..., Investment Strategies, Strategic Planning, Tax Efficient Strategies, Wealth Preservation..., Concentrated Stock..., Estate Planning...
Education
New York University
MBA, Finance and International Business
University of Pennsylvania - The Wharton School
B.S. Economics, Finance and Marketing
The Gilman School
Wells Fargo Advisors, LLC December 2008 - Present
CitiSmithBarney May 1998 - December 2008
Merrill Lynch October 1987 - April 1998
Skills
Investments, Retirement Planning, Alternative Investments, Securities, Insurance, Risk Management, Financial Services, Equities, Asset Allocation, Fixed Income, Bonds, Capital Markets, Hedge Funds, Due Diligence, Corporate Finance, 401k Rollovers, Retirement Plan..., Investment Strategies, Strategic Planning, Tax Efficient Strategies, Wealth Preservation..., Concentrated Stock..., Estate Planning...
Education
New York University
MBA, Finance and International Business
University of Pennsylvania - The Wharton School
B.S. Economics, Finance and Marketing
The Gilman School
Krystle (Bisogno) Myer's Merrill Lynch Experience January 2013 - Present
Job Financial Advisor, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Axiom Services Group, LLC July 2012 - January 2013
Chapman and Cutler LLP February 2009 - July 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2007 - January 2009
Skills
Legal Writing
Education
New York University 2003 — 2007
Bachelor's degree, Journalism
Merrill Lynch January 2013 - Present
Axiom Services Group, LLC July 2012 - January 2013
Chapman and Cutler LLP February 2009 - July 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2007 - January 2009
Skills
Legal Writing
Education
New York University 2003 — 2007
Bachelor's degree, Journalism
K. Michael Wallace's Merrill Lynch Experience September 1983 - April 1984
Job k.michael@wallaceinvestment.com
Industry Investment Management
Experience
www.Wallaceinvestment.com offices of New York Life October 1987 - Present
Lehman Brothers June 1984 - October 1987
Merrill Lynch September 1983 - April 1984
Skills
Asset Management, Commercial Real Estate, Property Management, Rentals, Marketing, Real Estate Financing, Sales, Real Estate Transactions, Real Estate Development, Apartments, Property, Real Property, Real Estate Investor, Real Estate Economics, Investment Properties, Foreclosures, Commodity, Contract Negotiation, Negotiation, International Real..., Tenant, Private Equity, Sales Management, Location Intelligence, Market Analysis, New Business Development, Disposition, Selling, Refinance, Lease Negotiations, Mortgage Lending, Appraisals, Entrepreneurship, Valuation, Shopping Centers, Luxury, Asset, Management, Small Business, Due Diligence, Referrals, Social Media Marketing, Landlords, Leadership, Loans, Mobile Home Park..., Strip Mall acquisitions..., Investments, Portfolio Management, Finance
Education
New York University 1984 — 1986
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Parkland College 1981 — 1982
Associates Degree, Business Administration and Management, General
www.Wallaceinvestment.com offices of New York Life October 1987 - Present
Lehman Brothers June 1984 - October 1987
Merrill Lynch September 1983 - April 1984
Skills
Asset Management, Commercial Real Estate, Property Management, Rentals, Marketing, Real Estate Financing, Sales, Real Estate Transactions, Real Estate Development, Apartments, Property, Real Property, Real Estate Investor, Real Estate Economics, Investment Properties, Foreclosures, Commodity, Contract Negotiation, Negotiation, International Real..., Tenant, Private Equity, Sales Management, Location Intelligence, Market Analysis, New Business Development, Disposition, Selling, Refinance, Lease Negotiations, Mortgage Lending, Appraisals, Entrepreneurship, Valuation, Shopping Centers, Luxury, Asset, Management, Small Business, Due Diligence, Referrals, Social Media Marketing, Landlords, Leadership, Loans, Mobile Home Park..., Strip Mall acquisitions..., Investments, Portfolio Management, Finance
Education
New York University 1984 — 1986
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Parkland College 1981 — 1982
Associates Degree, Business Administration and Management, General
Trisha Dearborn's Merrill Lynch Experience June 2007 - October 2008
Job Sr Director HR at Bustle
Industry Marketing and Advertising
Experience
Bustle May 2015 - Present
AOL November 2013 - May 2015
AOL July 2011 - November 2013
Time Warner Cable Media Sales November 2008 - July 2011
Merrill Lynch June 2007 - October 2008
Skills
College Recruiting, Personnel Management, Human Resources, Onboarding
Education
New York University 2011 — 2014
Master’s Degree, Human Resources Development
Loyola University in Maryland 2003 — 2007
Bachelor, Business Administration
Bustle May 2015 - Present
AOL November 2013 - May 2015
AOL July 2011 - November 2013
Time Warner Cable Media Sales November 2008 - July 2011
Merrill Lynch June 2007 - October 2008
Skills
College Recruiting, Personnel Management, Human Resources, Onboarding
Education
New York University 2011 — 2014
Master’s Degree, Human Resources Development
Loyola University in Maryland 2003 — 2007
Bachelor, Business Administration
Brittany Macklin's Merrill Lynch Experience January 2009 - May 2009
Job Senior Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group July 2014 - Present
Eze Software Group September 2011 - June 2014
Eze Software Group August 2010 - September 2011
Merrill Lynch January 2009 - May 2009
Skills
Hedge Funds, Project Management, Bloomberg, Gross Profit Analysis, Trading Systems, Equities, PowerPoint, Electronic Trading, Market Research, Business Analysis, Visio, Investments, Portfolio Management, Fixed Income, Data Analysis, Financial Analysis, Financial Modeling, Asset Management, SQL
Education
New York University 2005 — 2009
Bachelor’s Degree, Economics
NYU in Prague
Eze Software Group July 2014 - Present
Eze Software Group September 2011 - June 2014
Eze Software Group August 2010 - September 2011
Merrill Lynch January 2009 - May 2009
Skills
Hedge Funds, Project Management, Bloomberg, Gross Profit Analysis, Trading Systems, Equities, PowerPoint, Electronic Trading, Market Research, Business Analysis, Visio, Investments, Portfolio Management, Fixed Income, Data Analysis, Financial Analysis, Financial Modeling, Asset Management, SQL
Education
New York University 2005 — 2009
Bachelor’s Degree, Economics
NYU in Prague
Andrew Stanco's Merrill Lynch Experience June 2009 - August 2009
Job Regulatory and Compliance Reporting Analyst at GE Capital
Industry Financial Services
Experience
GE Capital March 2014 - Present
Ernst & Young January 2011 - February 2014
Merrill Lynch June 2009 - August 2009
Skills
Financial Services, Derivatives, Business Process..., Microsoft Excel, Financial Analysis, Leadership
Education
New York University 2006 — 2010
History, Economics
GE Capital March 2014 - Present
Ernst & Young January 2011 - February 2014
Merrill Lynch June 2009 - August 2009
Skills
Financial Services, Derivatives, Business Process..., Microsoft Excel, Financial Analysis, Leadership
Education
New York University 2006 — 2010
History, Economics
Stefan Papasoff's Merrill Lynch Experience September 1997 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1997 - Present
Smith Barney September 1989 - September 1997
Skills
Investments, Portfolio Management, Banking, Risk Management, Management, Financial Analysis, Finance, Leadership, Strategic Planning, Equities, Financial Services, Customer Service, Project Management, Financial Modeling, Business Analysis, Credit, Sales, Fixed Income, Asset Management, Wealth Management
Education
New York University
Master of Arts (M.A.)
University of Miami
Bachelor of Music, Studio Music and Jazz Performance
Merrill Lynch September 1997 - Present
Smith Barney September 1989 - September 1997
Skills
Investments, Portfolio Management, Banking, Risk Management, Management, Financial Analysis, Finance, Leadership, Strategic Planning, Equities, Financial Services, Customer Service, Project Management, Financial Modeling, Business Analysis, Credit, Sales, Fixed Income, Asset Management, Wealth Management
Education
New York University
Master of Arts (M.A.)
University of Miami
Bachelor of Music, Studio Music and Jazz Performance
Tong He's Merrill Lynch Experience August 1998 - September 2000
Job Senior Manager Retail Web Technology at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Morgan Stanley September 2000 - September 2013
Merrill Lynch August 1998 - September 2000
Imergy 1996 - 1998
Skills
Equities, Financial Services, Portfolio Management, Trading Systems
Education
New York University 1991 — 1994
Master of Science (MS), Computer Science
TD Ameritrade September 2013 - Present
Morgan Stanley September 2000 - September 2013
Merrill Lynch August 1998 - September 2000
Imergy 1996 - 1998
Skills
Equities, Financial Services, Portfolio Management, Trading Systems
Education
New York University 1991 — 1994
Master of Science (MS), Computer Science
Michael Fabozzi's Merrill Lynch Experience October 1987 - March 2008
Job Facilities Manager at AAI Pharma
Industry Pharmaceuticals
Experience
AAIPharma January 2012 - Present
Celsis Labs October 2007 - January 2012
Merrill Lynch October 1987 - March 2008
Skills
Facilities Management, Operations Management, Contract Negotiation, Budgets, Process Improvement, Project Planning, Vendor Management, Project Management, Program Management, Team Building, Construction, Contract Management, Management, Teamwork, Change Management, Customer Service, Strategic Planning, Coaching, Quality Assurance, New Business Development, Procurement, Business Development, Financial Analysis, Software Documentation, Leadership, Microsoft Excel, Strategy, Purchasing, Business Strategy, Training, Sales
Education
New York University 1994 — 1997
Certificate, Building Construction
AAIPharma January 2012 - Present
Celsis Labs October 2007 - January 2012
Merrill Lynch October 1987 - March 2008
Skills
Facilities Management, Operations Management, Contract Negotiation, Budgets, Process Improvement, Project Planning, Vendor Management, Project Management, Program Management, Team Building, Construction, Contract Management, Management, Teamwork, Change Management, Customer Service, Strategic Planning, Coaching, Quality Assurance, New Business Development, Procurement, Business Development, Financial Analysis, Software Documentation, Leadership, Microsoft Excel, Strategy, Purchasing, Business Strategy, Training, Sales
Education
New York University 1994 — 1997
Certificate, Building Construction
Nicolas Vega's Merrill Lynch Experience November 2011 - May 2012
Job Risk Analyst at National Futures Association
Industry Financial Services
Experience
National Futures Association June 2014 - Present
Ambac September 2013 - May 2014
The Heritage Foundation June 2013 - August 2013
Barclays Capital June 2012 - August 2012
Merrill Lynch November 2011 - May 2012
Goldman Sachs June 2011 - August 2011
New York University in London August 2010 - December 2010
Skills
Bloomberg Terminal, SPSS, Stata, Bloomberg, Spanish, Research, Microsoft Office, Financial Analysis, Excel, Statistics, PowerPoint, Word, Outlook, Data Analysis, Policy Analysis, Applied Research, Economics, Risk Management, Analysis, Derivatives, Investment Banking
Education
New York University 2013 — 2014
Master of Public Administration (MPA), Finance, 3.8
New York University 2008 — 2012
Bachelors, Political Science
National Futures Association June 2014 - Present
Ambac September 2013 - May 2014
The Heritage Foundation June 2013 - August 2013
Barclays Capital June 2012 - August 2012
Merrill Lynch November 2011 - May 2012
Goldman Sachs June 2011 - August 2011
New York University in London August 2010 - December 2010
Skills
Bloomberg Terminal, SPSS, Stata, Bloomberg, Spanish, Research, Microsoft Office, Financial Analysis, Excel, Statistics, PowerPoint, Word, Outlook, Data Analysis, Policy Analysis, Applied Research, Economics, Risk Management, Analysis, Derivatives, Investment Banking
Education
New York University 2013 — 2014
Master of Public Administration (MPA), Finance, 3.8
New York University 2008 — 2012
Bachelors, Political Science
Bill King's Merrill Lynch Experience January 1993 - June 1996
Job Chief Investment Officer and Head of Asset Management Carrington Holding Co
Industry Financial Services
Experience
Carrington Holding Co May 2012 - December 2013
Citadel Investment Group August 2008 - March 2011
J.P. Morgan Securities Inc. 2005 - 2008
JP Morgan March 2004 - November 2004
JP Morgan March 2000 - March 2004
DLJ July 1998 - February 2000
DLJ June 1996 - July 1998
Merrill Lynch January 1993 - June 1996
Skills
Fixed Income, Hedge Funds, Capital Markets, MBS, Asset Managment, ABS, Portfolio Management, Alternative Investments, Derivatives, Trading, Securitization, Investments, Investment Banking, Asset Management, Financial Markets, Options, Structured Products, Bonds, Mortgage Lending, Structured Finance, Securities, Financial Structuring, Bloomberg
Education
New York University 1991 — 1998
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, General
Xavier High School
Xavier High School
Carrington Holding Co May 2012 - December 2013
Citadel Investment Group August 2008 - March 2011
J.P. Morgan Securities Inc. 2005 - 2008
JP Morgan March 2004 - November 2004
JP Morgan March 2000 - March 2004
DLJ July 1998 - February 2000
DLJ June 1996 - July 1998
Merrill Lynch January 1993 - June 1996
Skills
Fixed Income, Hedge Funds, Capital Markets, MBS, Asset Managment, ABS, Portfolio Management, Alternative Investments, Derivatives, Trading, Securitization, Investments, Investment Banking, Asset Management, Financial Markets, Options, Structured Products, Bonds, Mortgage Lending, Structured Finance, Securities, Financial Structuring, Bloomberg
Education
New York University 1991 — 1998
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, General
Xavier High School
Xavier High School
Derek Becker's Merrill Lynch Experience August 2011 - January 2012
Job Securitized Products Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2012 - Present
Merrill Lynch August 2011 - January 2012
JPMorgan Chase June 2010 - July 2010
Education
New York University 2007 — 2011
B.A Economics
JPMorgan Chase February 2012 - Present
Merrill Lynch August 2011 - January 2012
JPMorgan Chase June 2010 - July 2010
Education
New York University 2007 — 2011
B.A Economics
Amanda Freedman's Merrill Lynch Experience June 2008 - August 2008
Job Vice President, Acquisitions at Beacon Capital Partners
Industry Real Estate
Experience
Beacon Capital Partners July 2014 - Present
Beacon Capital Partners July 2012 - July 2014
Beacon Capital Partners January 2010 - June 2012
Merrill Lynch June 2008 - August 2008
Education
New York University 2005 — 2009
BA, Economics
Beacon Capital Partners July 2014 - Present
Beacon Capital Partners July 2012 - July 2014
Beacon Capital Partners January 2010 - June 2012
Merrill Lynch June 2008 - August 2008
Education
New York University 2005 — 2009
BA, Economics
Karan Soman's Merrill Lynch Experience January 2012 - August 2012
Job Associate at Capco
Industry Management Consulting
Experience
Capco August 2015 - Present
Mu Sigma Inc. January 2015 - August 2015
CohnReznick LLP June 2014 - August 2014
BSEIndia June 2013 - August 2013
Merrill Lynch January 2012 - August 2012
HSBC June 2011 - August 2011
Spenta Multimedia June 2010 - August 2010
CAN Communications June 2009 - August 2010
Education
New York University 2011 — 2015
Bachelor of Arts Candidate, Majors: Economics and Politics Minor: Media, Culture and Communication
The International School Bangalore 2009 — 2011
International Baccalaureate Diploma Program, Mathematics, Economics and Business Management
Capco August 2015 - Present
Mu Sigma Inc. January 2015 - August 2015
CohnReznick LLP June 2014 - August 2014
BSEIndia June 2013 - August 2013
Merrill Lynch January 2012 - August 2012
HSBC June 2011 - August 2011
Spenta Multimedia June 2010 - August 2010
CAN Communications June 2009 - August 2010
Education
New York University 2011 — 2015
Bachelor of Arts Candidate, Majors: Economics and Politics Minor: Media, Culture and Communication
The International School Bangalore 2009 — 2011
International Baccalaureate Diploma Program, Mathematics, Economics and Business Management
Alan Schoenfeld's Merrill Lynch Experience 1973 - Present
Job VicePresident at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1973 - Present
merrill lynch September 1973 - 2012
Skills
Alternative Investments, Equities, Securities, Wealth Management, Hedge Funds, Fixed Income, Retirement Planning, Investments, ETFs, Estate Planning, Capital Markets, Mutual Funds, Series 63, Investment Banking, Asset Managment, Investment Advisory, Portfolio Management, Derivatives, Retirement, Wealth Management..., Asset Allocation, Asset Management
Education
NYU 1964 — 1968
ba, history
New York University 1964 — 1968
Bachelor's degree, history, 2.7
Merrill Lynch 1973 - Present
merrill lynch September 1973 - 2012
Skills
Alternative Investments, Equities, Securities, Wealth Management, Hedge Funds, Fixed Income, Retirement Planning, Investments, ETFs, Estate Planning, Capital Markets, Mutual Funds, Series 63, Investment Banking, Asset Managment, Investment Advisory, Portfolio Management, Derivatives, Retirement, Wealth Management..., Asset Allocation, Asset Management
Education
NYU 1964 — 1968
ba, history
New York University 1964 — 1968
Bachelor's degree, history, 2.7
Brian Caslin's Merrill Lynch Experience 1989 - 2008
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2011 - Present
Credit Suisse October 2008 - July 2011
Merrill Lynch 1989 - 2008
Northrop Grumman Corporation June 1984 - June 1987
Skills
Construction Management, Energy Management, Engineering Management, Operations Management, Data Center Critical..., Certified Energy Manager, Facilities Management, Asset Managment, Energy, Project Planning, Vendor Management, Asset Management, Project Management, Contract Management, Risk Management, Program Management, Data Center, Business Development, Team Leadership, MS Project, Infrastructure, Renewable Energy, Budgets, Business Analysis, IT Management, Cross-functional Team..., Project Portfolio..., Strategy, Strategic Planning, Due Diligence, Mergers & Acquisitions, Process Improvement, Integration, Change Management, Process Engineering, Leadership, Business Process..., Procurement, Disaster Recovery, Energy Efficiency, Management, Security, Outsourcing, IT Strategy, Start-ups, PMO, IT Operations, Analysis, Business Continuity, Microsoft Project
Education
New York University
Bachelor of Science (B.S.), Real Estate
Vaughn College of Aeronautics and Technology
Associate of Science (A.S.), Aeronautical/Aerospace Engineering Technology/Technician
The Blackstone Group July 2011 - Present
Credit Suisse October 2008 - July 2011
Merrill Lynch 1989 - 2008
Northrop Grumman Corporation June 1984 - June 1987
Skills
Construction Management, Energy Management, Engineering Management, Operations Management, Data Center Critical..., Certified Energy Manager, Facilities Management, Asset Managment, Energy, Project Planning, Vendor Management, Asset Management, Project Management, Contract Management, Risk Management, Program Management, Data Center, Business Development, Team Leadership, MS Project, Infrastructure, Renewable Energy, Budgets, Business Analysis, IT Management, Cross-functional Team..., Project Portfolio..., Strategy, Strategic Planning, Due Diligence, Mergers & Acquisitions, Process Improvement, Integration, Change Management, Process Engineering, Leadership, Business Process..., Procurement, Disaster Recovery, Energy Efficiency, Management, Security, Outsourcing, IT Strategy, Start-ups, PMO, IT Operations, Analysis, Business Continuity, Microsoft Project
Education
New York University
Bachelor of Science (B.S.), Real Estate
Vaughn College of Aeronautics and Technology
Associate of Science (A.S.), Aeronautical/Aerospace Engineering Technology/Technician
Daniel Kil's Merrill Lynch Experience September 2012 - December 2012
Job Data Analyst at Office of the Mayor Michael R. Bloomberg
Industry Financial Services
Experience
Mayor's Office of Data Analytics June 2013 - November 2013
Merrill Lynch September 2012 - December 2012
Walnut Creek Country Club June 2011 - August 2011
Walgreens May 2009 - August 2009
Skills
SAS, SQL, Java, Palantir, Python, Perl
Education
New York University 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Alvarado Independent School District 2002 — 2010
Burton Adventist Academy 1998 — 2002
Mayor's Office of Data Analytics June 2013 - November 2013
Merrill Lynch September 2012 - December 2012
Walnut Creek Country Club June 2011 - August 2011
Walgreens May 2009 - August 2009
Skills
SAS, SQL, Java, Palantir, Python, Perl
Education
New York University 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Alvarado Independent School District 2002 — 2010
Burton Adventist Academy 1998 — 2002
Louis Yip's Merrill Lynch Experience April 2011 - May 2014
Job Senior Programmer Analyst
Industry Information Technology and Services
Experience
UPS July 2014 - Present
Merrill Lynch April 2011 - May 2014
UBS September 2009 - February 2011
UBS/PaineWebber September 1997 - April 2009
SEER Technologies, Inc. June 1991 - September 1997
SEER Technologies, Inc. June 1990 - June 1991
Computer Associates, Inc October 1988 - August 1990
Online Software International, Inc. September 1987 - October 1988
Self-Employed March 1985 - September 1987
New Yok University June 1981 - March 1985
Skills
SDLC, Business Analysis, DB2, IBM Mainframe, Java, Testing, CICS, Databases, Requirements Analysis, Mainframe, Analysis, Quality Assurance, Business Requirements, Software Development, Software Project..., Program Management, COBOL, Microsoft Excel, Integration, Agile Methodologies
Education
New York University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
UPS July 2014 - Present
Merrill Lynch April 2011 - May 2014
UBS September 2009 - February 2011
UBS/PaineWebber September 1997 - April 2009
SEER Technologies, Inc. June 1991 - September 1997
SEER Technologies, Inc. June 1990 - June 1991
Computer Associates, Inc October 1988 - August 1990
Online Software International, Inc. September 1987 - October 1988
Self-Employed March 1985 - September 1987
New Yok University June 1981 - March 1985
Skills
SDLC, Business Analysis, DB2, IBM Mainframe, Java, Testing, CICS, Databases, Requirements Analysis, Mainframe, Analysis, Quality Assurance, Business Requirements, Software Development, Software Project..., Program Management, COBOL, Microsoft Excel, Integration, Agile Methodologies
Education
New York University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
philip nagel's Merrill Lynch Experience February 1998 - Present
Job accountant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1998 - Present
Education
NYU 2009 — 2015
Business Administration and Management, General
Merrill Lynch February 1998 - Present
Education
NYU 2009 — 2015
Business Administration and Management, General
Roshan Patel's Merrill Lynch Experience March 2002 - February 2003
Job Director/Risk at Farallon Capital Management
Industry Investment Management
Experience
Farallon Capital Management September 2007 - Present
Soros Fund Management August 2005 - August 2007
SAC Capital February 2003 - August 2005
Merrill Lynch March 2002 - February 2003
Skills
Hedge Funds, Portfolio Management, Investments, Alternative Investments, Risk Management, Hedging
Education
New York University 2001 — 2005
Master of Science (MS), Mathematics in Finance
University of California, Los Angeles 1998 — 2001
Bachelor of Science (BS), Mathematics/Economics
Farallon Capital Management September 2007 - Present
Soros Fund Management August 2005 - August 2007
SAC Capital February 2003 - August 2005
Merrill Lynch March 2002 - February 2003
Skills
Hedge Funds, Portfolio Management, Investments, Alternative Investments, Risk Management, Hedging
Education
New York University 2001 — 2005
Master of Science (MS), Mathematics in Finance
University of California, Los Angeles 1998 — 2001
Bachelor of Science (BS), Mathematics/Economics
Lisette Cora's Merrill Lynch Experience February 2012 - Present
Job Human Resources Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Merrill Lynch January 2009 - January 2012
Education
New York University 2004 — 2008
Bachelor of Arts (BA), Human Resources Management/Personnel Administration, General
Merrill Lynch February 2012 - Present
Merrill Lynch January 2009 - January 2012
Education
New York University 2004 — 2008
Bachelor of Arts (BA), Human Resources Management/Personnel Administration, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank