Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Rita Singer Rita Singer's Merrill Lynch Experience June 2007 - March 2012
Job Independent Wealth Advisor & Entrepreneur at Rita Singer Esq.
Industry Hospitality
Experience
Rita Singer Esq. June 2012 - Present
16 Handles Hoboken 2012 - 2015
Merrill Lynch June 2007 - March 2012
Mellon Bank January 1998 - June 2007
Fane Organization September 1994 - December 1998
Citibank, N.A. 1988 - 1993
Skills
Estate Planning, Trust Services, Investment management, Commercial Credit..., Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Private Banking, Investment Management, Wealth Management..., Mortgage Lending, Financial Advisory, Private Equity, Wealth, Investments, Portfolio Management
Education
NYU School of Law 2004 — 2007
Advanced Professional Certificate, LLM Tax Program - estate planning
St John's University School of Law 1989 — 1993
JD
Temple University
Bachelor of Arts (BA), Anthropology
University of Toronto
Master of Arts (MA), Archaeology
Rita Singer Esq. June 2012 - Present
16 Handles Hoboken 2012 - 2015
Merrill Lynch June 2007 - March 2012
Mellon Bank January 1998 - June 2007
Fane Organization September 1994 - December 1998
Citibank, N.A. 1988 - 1993
Skills
Estate Planning, Trust Services, Investment management, Commercial Credit..., Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Private Banking, Investment Management, Wealth Management..., Mortgage Lending, Financial Advisory, Private Equity, Wealth, Investments, Portfolio Management
Education
NYU School of Law 2004 — 2007
Advanced Professional Certificate, LLM Tax Program - estate planning
St John's University School of Law 1989 — 1993
JD
Temple University
Bachelor of Arts (BA), Anthropology
University of Toronto
Master of Arts (MA), Archaeology
Kevin Blick Kevin Blick's Merrill Lynch Experience February 2011 - Present
Job Financial Advisor with Verhaeghe, Gudenkauf & Associates at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Ameriprise Financial 2007 - February 2011
Education
Newman University 2001 — 2005
Management and Marketing
Merrill Lynch February 2011 - Present
Ameriprise Financial 2007 - February 2011
Education
Newman University 2001 — 2005
Management and Marketing
Bryan R. Parker Bryan R. Parker's Merrill Lynch Experience 1998 - 2000
Job Senior Operations Professional
Industry Hospital & Health Care
Experience
Port of Oakland August 2012 - Present
PCI Health Dev July 2013 - Present
City of Oakland May 2013 - November 2014
DaVita February 2009 - June 2013
Consultant/Obama for America February 2008 - January 2009
Affinity Media January 2007 - January 2008
Needham & Co 2005 - 2007
iPass Inc. 2003 - 2005
SG Cowen 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Mergers, Private Equity, Strategy, Finance, Due Diligence, Operations, People Management, CRM, Mergers & Acquisitions, Investment Banking, Strategic Partnerships, Real Estate, Corporate Finance, Analysis, Management, Corporate Development, Investments, Analytics, Financial Reporting, Negotiation, Strategic Planning
Education
New York University School of Law 1992 — 1995
JD, Law
University of California, Berkeley 1987 — 1991
AB, Political Economy
Port of Oakland August 2012 - Present
PCI Health Dev July 2013 - Present
City of Oakland May 2013 - November 2014
DaVita February 2009 - June 2013
Consultant/Obama for America February 2008 - January 2009
Affinity Media January 2007 - January 2008
Needham & Co 2005 - 2007
iPass Inc. 2003 - 2005
SG Cowen 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Mergers, Private Equity, Strategy, Finance, Due Diligence, Operations, People Management, CRM, Mergers & Acquisitions, Investment Banking, Strategic Partnerships, Real Estate, Corporate Finance, Analysis, Management, Corporate Development, Investments, Analytics, Financial Reporting, Negotiation, Strategic Planning
Education
New York University School of Law 1992 — 1995
JD, Law
University of California, Berkeley 1987 — 1991
AB, Political Economy
Bob Dell'Anno Bob Dell'Anno's Merrill Lynch Experience October 1973 - August 1989
Job SVP, Field Exam Manager at Branch Banking & Trust
Industry Banking
Experience
Branch Banking & Trust July 2007 - Present
PaineWebber August 1989 - May 1991
Merrill Lynch October 1973 - August 1989
Skills
Banking, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Risk, Loans, Retail Banking, Credit Analysis, Portfolio Management, Asset Based Lending
Education
Franklin Pierce University 1966 — 1970
Bachelor of Arts (BA), Corporate Finance
North Carolina State University
Branch Banking & Trust July 2007 - Present
PaineWebber August 1989 - May 1991
Merrill Lynch October 1973 - August 1989
Skills
Banking, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Risk, Loans, Retail Banking, Credit Analysis, Portfolio Management, Asset Based Lending
Education
Franklin Pierce University 1966 — 1970
Bachelor of Arts (BA), Corporate Finance
North Carolina State University
Joseph Vigorito FABCHS's Merrill Lynch Experience January 1985 - March 1989
Job Technical Director at Oracle North America
Industry Computer Software
Experience
Oracle North America January 2015 - Present
Praxair 2004 - November 2014
Applera Corporation (Applied Biosystems & Celera Genomics) March 2001 - March 2004
Williams Communications October 2000 - February 2001
Chemtura Corporation (Formerly Crompton and Witco) March 1994 - October 2000
Herman's World of Sporting Goods, Inc. March 1989 - March 1994
Merrill Lynch January 1985 - March 1989
Skills
Process Improvement, Six Sigma, Process Engineering, IT Management, Telecommunications, Lean Manufacturing, Data Center, Continuous Improvement, Business Process..., Project Management, ERP, Vendor Management, Cross-functional Team..., Management, Cloud Computing, Integration, Strategy, Enterprise Software, Leadership, Enterprise Architecture, Consulting, Information Technology, IT Service Management, IT Strategy, Program Management, Networking
Education
New York University - Polytechnic School of Engineering 2003 — 2005
Master's degree (MS), Information Systems Engineering, 3.94 out of 4.0
St. John's University 1981 — 1985
Bachelor's degree (BS), Mass Communication/Media Studies
Monsignor Farrell High School 1977 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Oracle North America January 2015 - Present
Praxair 2004 - November 2014
Applera Corporation (Applied Biosystems & Celera Genomics) March 2001 - March 2004
Williams Communications October 2000 - February 2001
Chemtura Corporation (Formerly Crompton and Witco) March 1994 - October 2000
Herman's World of Sporting Goods, Inc. March 1989 - March 1994
Merrill Lynch January 1985 - March 1989
Skills
Process Improvement, Six Sigma, Process Engineering, IT Management, Telecommunications, Lean Manufacturing, Data Center, Continuous Improvement, Business Process..., Project Management, ERP, Vendor Management, Cross-functional Team..., Management, Cloud Computing, Integration, Strategy, Enterprise Software, Leadership, Enterprise Architecture, Consulting, Information Technology, IT Service Management, IT Strategy, Program Management, Networking
Education
New York University - Polytechnic School of Engineering 2003 — 2005
Master's degree (MS), Information Systems Engineering, 3.94 out of 4.0
St. John's University 1981 — 1985
Bachelor's degree (BS), Mass Communication/Media Studies
Monsignor Farrell High School 1977 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Olga Santo Tomas Monroe Olga Santo Tomas Monroe's Merrill Lynch Experience June 2014 - Present
Job Bilingual Hispanic Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Wake Technical Community College December 2013 - April 2014
Self Employed January 2013 - April 2014
Self Employed January 2010 - April 2014
St. Thomas the Apostle August 1999 - January 2010
Wells Fargo Advisors November 1997 - March 2000
The CPA Forum 1989 - 1999
UBS May 1989 - November 1997
American Express March 1984 - May 1989
Merrill Lynch December 1981 - March 1984
Skills
Managed Money, Money Management, investment advisor..., financial planning, financial advisor, investments, Banking, Retail Banking, Investment Advisory, Coaching, Personal Development, financial management, Training, budgeting, Leadership Development, Leadership, Small Business, Life Coaching, Stress Management, Emotional Intelligence, Lifestyle Coaching, Public Speaking, Social Media, Executive Coaching, Personal Coaching, Lifestyle, Social Media Marketing, Holistic Health, Work Life Balance, Stress, Mindfulness, Wellness, Blogging, NLP, Business Coaching, Teaching, Healing, Research, Nutrition, Social Media Management, Employee Training, Strategic Financial..., Finance, proofreading, writing, Bilingual, Foreign Languages, Language Teaching, Social Media Manager, editing
Education
North Carolina State University 1978 — 1981
Bachelor of Arts (B.A.), Business Management and Economics
North Carolina State University 1991 — 1995
Master of Arts in Liberal Science, Culture, History, Politics and Language of Latin America. Dissertation-Cuban Politics and Culture.
Pittsboro Community College 2013 — 2013
Social Media Management Program Certificate, Social Media Management
CTI: The Coaches Training Institue 2009 — 2010
Professional Co-Active Coach, Life and Business Coaching
CTI: The Coaches Training Institute 2010 — 2010
Certified Leadership Graduate, Resolving Life and Business Issues
Cardinal Gibbons 1973 — 1977
Our Lady of Lourdes 1965 — 1975
Merrill Lynch June 2014 - Present
Wake Technical Community College December 2013 - April 2014
Self Employed January 2013 - April 2014
Self Employed January 2010 - April 2014
St. Thomas the Apostle August 1999 - January 2010
Wells Fargo Advisors November 1997 - March 2000
The CPA Forum 1989 - 1999
UBS May 1989 - November 1997
American Express March 1984 - May 1989
Merrill Lynch December 1981 - March 1984
Skills
Managed Money, Money Management, investment advisor..., financial planning, financial advisor, investments, Banking, Retail Banking, Investment Advisory, Coaching, Personal Development, financial management, Training, budgeting, Leadership Development, Leadership, Small Business, Life Coaching, Stress Management, Emotional Intelligence, Lifestyle Coaching, Public Speaking, Social Media, Executive Coaching, Personal Coaching, Lifestyle, Social Media Marketing, Holistic Health, Work Life Balance, Stress, Mindfulness, Wellness, Blogging, NLP, Business Coaching, Teaching, Healing, Research, Nutrition, Social Media Management, Employee Training, Strategic Financial..., Finance, proofreading, writing, Bilingual, Foreign Languages, Language Teaching, Social Media Manager, editing
Education
North Carolina State University 1978 — 1981
Bachelor of Arts (B.A.), Business Management and Economics
North Carolina State University 1991 — 1995
Master of Arts in Liberal Science, Culture, History, Politics and Language of Latin America. Dissertation-Cuban Politics and Culture.
Pittsboro Community College 2013 — 2013
Social Media Management Program Certificate, Social Media Management
CTI: The Coaches Training Institue 2009 — 2010
Professional Co-Active Coach, Life and Business Coaching
CTI: The Coaches Training Institute 2010 — 2010
Certified Leadership Graduate, Resolving Life and Business Issues
Cardinal Gibbons 1973 — 1977
Our Lady of Lourdes 1965 — 1975
Erika Follmer's Merrill Lynch Experience March 2007 - August 2010
Job Staff Attorney at Florida Supreme Court
Industry Law Practice
Experience
Florida Supreme Court December 2014 - Present
City Attorney's Office of West Palm Beach 2013 - November 2014
District Court for the Southern District of New York January 2013 - April 2013
United States Attorney's Office May 2012 - August 2012
City of New York, Department of Homeless Services June 2011 - August 2011
Merrill Lynch March 2007 - August 2010
Education
New York University School of Law 2010 — 2013
Juris Doctor (J.D.), Law
Northwestern University
Bachelor of Arts (BA), Economics
Florida Supreme Court December 2014 - Present
City Attorney's Office of West Palm Beach 2013 - November 2014
District Court for the Southern District of New York January 2013 - April 2013
United States Attorney's Office May 2012 - August 2012
City of New York, Department of Homeless Services June 2011 - August 2011
Merrill Lynch March 2007 - August 2010
Education
New York University School of Law 2010 — 2013
Juris Doctor (J.D.), Law
Northwestern University
Bachelor of Arts (BA), Economics
Shawn Billiot's Merrill Lynch Experience August 2009 - November 2011
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Merrill Edge July 2011 - November 2012
Merrill Lynch August 2009 - November 2011
Skills
Series 7, Series 66, Life & Health Insurance..., Variable Annuities..., Retirement Planning, Retirement, Wealth Management, Investments, Finance, Portfolio Management, Financial Services, Mutual Funds, Securities, Fixed Annuities, Banking, Equities, Financial Planning, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Insurance, Financial Analysis, Life Insurance, Fixed Income, 401k, Investment Management, Financial Modeling, Stocks, Estate Planning, Bonds, Relationship Management, Alternative Investments, Credit, Risk Management, IRAs, Trading, Financial Markets, Capital Markets, Wealth, FINRA, Loans, Pensions, Management, Mortgage Lending, Financial Risk, Options, Wealth Management...
Education
Kaplan university 2012 — 2012
CFP Course, Finance, General
Nicholls State University 1994 — 1996
Finance, General
Merrill Edge November 2012 - Present
Merrill Edge July 2011 - November 2012
Merrill Lynch August 2009 - November 2011
Skills
Series 7, Series 66, Life & Health Insurance..., Variable Annuities..., Retirement Planning, Retirement, Wealth Management, Investments, Finance, Portfolio Management, Financial Services, Mutual Funds, Securities, Fixed Annuities, Banking, Equities, Financial Planning, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Insurance, Financial Analysis, Life Insurance, Fixed Income, 401k, Investment Management, Financial Modeling, Stocks, Estate Planning, Bonds, Relationship Management, Alternative Investments, Credit, Risk Management, IRAs, Trading, Financial Markets, Capital Markets, Wealth, FINRA, Loans, Pensions, Management, Mortgage Lending, Financial Risk, Options, Wealth Management...
Education
Kaplan university 2012 — 2012
CFP Course, Finance, General
Nicholls State University 1994 — 1996
Finance, General
Jonathan Moskowitz Jonathan Moskowitz's Merrill Lynch Experience February 2004 - February 2009
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch February 2004 - February 2009
Smith Barney June 1998 - February 2004
Skills
Investments, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Retirement Planning, Variable Annuities, Mutual Funds, Wealth, Insurance, Risk Management, Asset Allocation, Retirement, Series 63, Wealth Management
Education
Nichols College 1988 — 1992
Bachelor of Science, Business Management
Lakeland High School, Shrub Oak, NY 10547 1984 — 1988
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch February 2004 - February 2009
Smith Barney June 1998 - February 2004
Skills
Investments, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Retirement Planning, Variable Annuities, Mutual Funds, Wealth, Insurance, Risk Management, Asset Allocation, Retirement, Series 63, Wealth Management
Education
Nichols College 1988 — 1992
Bachelor of Science, Business Management
Lakeland High School, Shrub Oak, NY 10547 1984 — 1988
Justin Moore Justin Moore's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Dixon Hughes Goodman LLP July 2010 - July 2011
Skills
Auditing, Accounting, Internal Controls, Banking, Financial Audits, Financial Modeling, Insurance, Investments, Finance, Strategic Financial..., Cash Management, Asset Managment, Financial Risk, Credit, Wealth Management, Financial Advisory, Mutual Funds
Education
North Carolina Agricultural and Technical State University
B.S., Accounting
University of North Carolina at Greensboro
Masters, Accounting
Merrill Lynch July 2011 - Present
Dixon Hughes Goodman LLP July 2010 - July 2011
Skills
Auditing, Accounting, Internal Controls, Banking, Financial Audits, Financial Modeling, Insurance, Investments, Finance, Strategic Financial..., Cash Management, Asset Managment, Financial Risk, Credit, Wealth Management, Financial Advisory, Mutual Funds
Education
North Carolina Agricultural and Technical State University
B.S., Accounting
University of North Carolina at Greensboro
Masters, Accounting
Ramone D. Givens's Merrill Lynch Experience 2012 - Present
Job Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Bank of America April 2012 - Present
Merrill Lynch 2012 - Present
Novartis 2009 - April 2012
GlaxoSmithKline May 2002 - April 2006
Skills
Marketing Strategy, Marketing Budget..., Forecasting, Sales Operations, CRM
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
Masters of Business Administration, Business Administration, Management and Operations
University of North Carolina at Chapel Hill 1994 — 1997
Masters of Science, Chemistry
North Carolina Central University 1990 — 1994
Bachelor of Science (B.S.), Chemistry
Bank of America April 2012 - Present
Merrill Lynch 2012 - Present
Novartis 2009 - April 2012
GlaxoSmithKline May 2002 - April 2006
Skills
Marketing Strategy, Marketing Budget..., Forecasting, Sales Operations, CRM
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
Masters of Business Administration, Business Administration, Management and Operations
University of North Carolina at Chapel Hill 1994 — 1997
Masters of Science, Chemistry
North Carolina Central University 1990 — 1994
Bachelor of Science (B.S.), Chemistry
Shu Wan Shu Wan's Merrill Lynch Experience January 2012 - June 2012
Job Marketing Consultant at Cigna
Industry Financial Services
Experience
Cigna February 2015 - Present
Kaiser Permanente October 2014 - February 2015
Bank of the West July 2014 - October 2014
CIGNA August 2012 - June 2014
Merrill Lynch January 2012 - June 2012
Skills
Health Insurance, Business Analysis, Strategy, Marketing, Project Management, Strategic Planning, Marketing Strategy, Healthcare, Direct Marketing, Marketing Communications, Process Improvement, Competitive Analysis
Education
North Carolina Agricultural and Technical State University 2009 — 2012
Master's degree, Industrial Engineering
North Carolina Agricultural and Technical State University 2007 — 2009
Master's degree, Electrical and Computer Engineering
Cigna February 2015 - Present
Kaiser Permanente October 2014 - February 2015
Bank of the West July 2014 - October 2014
CIGNA August 2012 - June 2014
Merrill Lynch January 2012 - June 2012
Skills
Health Insurance, Business Analysis, Strategy, Marketing, Project Management, Strategic Planning, Marketing Strategy, Healthcare, Direct Marketing, Marketing Communications, Process Improvement, Competitive Analysis
Education
North Carolina Agricultural and Technical State University 2009 — 2012
Master's degree, Industrial Engineering
North Carolina Agricultural and Technical State University 2007 — 2009
Master's degree, Electrical and Computer Engineering
John R. Amelia John R. Amelia's Merrill Lynch Experience March 2005 - July 2006
Job Delivering the Force of Innovation & Disruptive Technologies optimized for speed & efficency
Industry Telecommunications
Experience
Verizon Enterprise Solutions November 2013 - Present
Verizon February 2007 - November 2013
AT&T September 2006 - February 2007
Merrill Lynch March 2005 - July 2006
BearingPoint 2004 - 2005
MCI Corporation February 2000 - August 2004
New York Life Insurance Company 1999 - 2000
Lucent Technologies 1993 - 1999
The Ultimate Corp. 1990 - 1991
Unisys 1988 - 1990
Skills
Telecommunications, IP, Network Architecture, Network Design, Ethernet, Networking & Telecom, WAN, TCP/IP, Switches, OSPF, MPLS, Routing, BGP, Windows, Routers, Shell Scripting, Product Marketing, Network Administration, Troubleshooting, Local Area Network, Cisco Technologies, Marketing, Storage Architecture, Server Architecture, Testing, Tier One Carrier, SDH, Fiber Optics, Cisco, Unix, Solaris, Juniper, Perl, Architecture, Team Leadership, VPN, C, Creative Solutions, Frame Relay, DWDM, Networking, Pre-sales, Storage, LAN-WAN, SNMP, MPLS VPN, Operating Systems, Data Center, ATM networks, VoIP
Education
Polytechnic University 1977 — 1979
EE
TCI 1975 — 1977
EE, EE
Verizon Enterprise Solutions November 2013 - Present
Verizon February 2007 - November 2013
AT&T September 2006 - February 2007
Merrill Lynch March 2005 - July 2006
BearingPoint 2004 - 2005
MCI Corporation February 2000 - August 2004
New York Life Insurance Company 1999 - 2000
Lucent Technologies 1993 - 1999
The Ultimate Corp. 1990 - 1991
Unisys 1988 - 1990
Skills
Telecommunications, IP, Network Architecture, Network Design, Ethernet, Networking & Telecom, WAN, TCP/IP, Switches, OSPF, MPLS, Routing, BGP, Windows, Routers, Shell Scripting, Product Marketing, Network Administration, Troubleshooting, Local Area Network, Cisco Technologies, Marketing, Storage Architecture, Server Architecture, Testing, Tier One Carrier, SDH, Fiber Optics, Cisco, Unix, Solaris, Juniper, Perl, Architecture, Team Leadership, VPN, C, Creative Solutions, Frame Relay, DWDM, Networking, Pre-sales, Storage, LAN-WAN, SNMP, MPLS VPN, Operating Systems, Data Center, ATM networks, VoIP
Education
Polytechnic University 1977 — 1979
EE
TCI 1975 — 1977
EE, EE
Charles Garlock Charles Garlock's Merrill Lynch Experience July 2013 - October 2013
Job Financial Specialist
Industry Financial Services
Experience
First Niagara Bank June 2014 - Present
Merrill Lynch July 2013 - October 2013
Bank of America March 2012 - May 2013
NCO Financial Systems November 2011 - March 2012
Firstsource Solutions Limited March 2008 - November 2011
Skills
Arithmetic, People Skills, Collections, Negotiation, Writing, Credit Cards, Mortgage Lending, Finance, Investments, Mortgage Modification, Credit, Sales, Loans, Banking, Customer Service
Education
Niagara University 2003 — 2006
Bachelor of Business Administration (BBA), Accounting
First Niagara Bank June 2014 - Present
Merrill Lynch July 2013 - October 2013
Bank of America March 2012 - May 2013
NCO Financial Systems November 2011 - March 2012
Firstsource Solutions Limited March 2008 - November 2011
Skills
Arithmetic, People Skills, Collections, Negotiation, Writing, Credit Cards, Mortgage Lending, Finance, Investments, Mortgage Modification, Credit, Sales, Loans, Banking, Customer Service
Education
Niagara University 2003 — 2006
Bachelor of Business Administration (BBA), Accounting
Jeff Carmon Jeff Carmon's Merrill Lynch Experience October 1999 - November 2001
Job Attorney & Counselor at Law at The CW Law Group, PC
Industry Law Practice
Experience
NCCU School of Law January 2015 - Present
The CW Law Group, PC March 2009 - Present
North Carolina Central University August 2010 - December 2012
The Law Offices of James D. Williams Jr,, P.A. November 2007 - February 2009
The Diener Law Office June 2005 - November 2007
NC Administrative Office of the Courts September 2003 - August 2004
Wachovia Securities November 2001 - April 2003
Merrill Lynch October 1999 - November 2001
Administrative Office of the Courts May 1995 - September 1999
Skills
Legal Research, Civil Litigation, Criminal Law, Mediation, Litigation, Legal Writing, Estate Planning, Public Speaking, Family Law, Public Policy, Courts, Research, Legal Assistance, Wills, Hearings, Employment Law, Personal Injury, Legal Issues, Trials, Depositions, Dispute Resolution, Licensing, Criminal Defense, Trusts
Education
North Carolina Central University School of Law 2004 — 2007
Juris Doctor
University of North Carolina at Chapel Hill 1988 — 1994
BA, Sociology
NCCU School of Law January 2015 - Present
The CW Law Group, PC March 2009 - Present
North Carolina Central University August 2010 - December 2012
The Law Offices of James D. Williams Jr,, P.A. November 2007 - February 2009
The Diener Law Office June 2005 - November 2007
NC Administrative Office of the Courts September 2003 - August 2004
Wachovia Securities November 2001 - April 2003
Merrill Lynch October 1999 - November 2001
Administrative Office of the Courts May 1995 - September 1999
Skills
Legal Research, Civil Litigation, Criminal Law, Mediation, Litigation, Legal Writing, Estate Planning, Public Speaking, Family Law, Public Policy, Courts, Research, Legal Assistance, Wills, Hearings, Employment Law, Personal Injury, Legal Issues, Trials, Depositions, Dispute Resolution, Licensing, Criminal Defense, Trusts
Education
North Carolina Central University School of Law 2004 — 2007
Juris Doctor
University of North Carolina at Chapel Hill 1988 — 1994
BA, Sociology
Dana L. Wilson's Merrill Lynch Experience March 2012 - October 2012
Job Managing Partner & Investment Advisor at Papillon Financial, LLC
Industry Financial Services
Experience
Papillon Financial, LLC August 2013 - Present
Cabot Lodge Securities October 2012 - August 2013
Merrill Lynch March 2012 - October 2012
State Farm Insurance October 2008 - June 2011
SunTrust Bank May 2006 - December 2008
SunTrust Investment Services January 2008 - August 2008
Chase Media Inc. January 2006 - April 2006
Radio One of Raleigh February 2005 - May 2005
Skills
Commercial Banking, Investments, Series 7, Mutual Funds, Fixed Income, Retirement Planning, Mortgage Lending, Financial Analysis, Finance, Equities, Financial Services, Financial Advisory, Sales, Credit, Wealth Management..., Securities, Wealth Management, Alternative Investments, ETFs, Series 63, Strategic Financial..., Banking, Insurance, Loans, Credit Analysis, Portfolio Management, Investment Advisory, Risk Management, Retirement, 401k, Fixed Annuities, Asset Management, Financial Planning
Education
North Carolina Central University 2002 — 2006
Bachelor of Business Administration, Marketing
Papillon Financial, LLC August 2013 - Present
Cabot Lodge Securities October 2012 - August 2013
Merrill Lynch March 2012 - October 2012
State Farm Insurance October 2008 - June 2011
SunTrust Bank May 2006 - December 2008
SunTrust Investment Services January 2008 - August 2008
Chase Media Inc. January 2006 - April 2006
Radio One of Raleigh February 2005 - May 2005
Skills
Commercial Banking, Investments, Series 7, Mutual Funds, Fixed Income, Retirement Planning, Mortgage Lending, Financial Analysis, Finance, Equities, Financial Services, Financial Advisory, Sales, Credit, Wealth Management..., Securities, Wealth Management, Alternative Investments, ETFs, Series 63, Strategic Financial..., Banking, Insurance, Loans, Credit Analysis, Portfolio Management, Investment Advisory, Risk Management, Retirement, 401k, Fixed Annuities, Asset Management, Financial Planning
Education
North Carolina Central University 2002 — 2006
Bachelor of Business Administration, Marketing
M Joseph Fratello M Joseph Fratello's Merrill Lynch Experience January 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Pillar Processing, LLC October 2009 - December 2011
DialAmerica Marketing February 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, Budgets, Public Speaking
Education
Buffalo State College 2009 — 2011
Niagara University 2003 — 2007
Bachelor of Fine Arts (B.F.A.), Theatre
Schiller International University 2006 — 2006
BFA, Theatre
Merrill Lynch January 2012 - Present
Pillar Processing, LLC October 2009 - December 2011
DialAmerica Marketing February 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, Budgets, Public Speaking
Education
Buffalo State College 2009 — 2011
Niagara University 2003 — 2007
Bachelor of Fine Arts (B.F.A.), Theatre
Schiller International University 2006 — 2006
BFA, Theatre
Joshua Jacobs, J.D., M.B.A. Joshua Jacobs, J.D., M.B.A.'s Merrill Lynch Experience July 2011 - August 2011
Job Vice President at Windsor Healthcare Communities
Industry Hospital & Health Care
Experience
Windsor Healthcare Communities 2012 - Present
Merrill Lynch July 2011 - August 2011
New York University Investment Office January 2010 - August 2010
Supreme Court of the State of Israel 2008 - 2009
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Due Diligence, Mergers
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
New York University School of Law 2008 — 2012
Doctor of Law (J.D.)
The Johns Hopkins University 2003 — 2007
B.S., Business and Management
Windsor Healthcare Communities 2012 - Present
Merrill Lynch July 2011 - August 2011
New York University Investment Office January 2010 - August 2010
Supreme Court of the State of Israel 2008 - 2009
Skills
Financial Analysis, Strategic Planning, Financial Modeling, Due Diligence, Mergers
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
New York University School of Law 2008 — 2012
Doctor of Law (J.D.)
The Johns Hopkins University 2003 — 2007
B.S., Business and Management
Jackie Mitchell Edwards Jackie Mitchell Edwards's Merrill Lynch Experience January 2006 - July 2010
Job Independent Branch Leader and Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
The Paso del Norte Group July 2010 - December 2011
Merrill Lynch January 2006 - July 2010
Waddell & Reed March 2003 - December 2005
JME Studios (now JME Art Studio) 2000 - 2005
Dow Jones & Company 1992 - 1998
Siemens Corporation 1988 - 1991
Debevoise & Plimpton law firm 1983 - 1988
U.S. House of Representatives 1979 - 1980
The Brookings Institution January 1979 - August 1979
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Series 24, Insurance, Investments, Certified Investment..., Strategic Financial..., Series 65, Financial Planning, Chartered Retirement..., Series 9/10, Public Speaking, Strategic Planning
Education
New York University School of Law 1980 — 1983
JD, Law
Princeton University 1974 — 1978
BA, Woodrow Wilson School of Public and International Affairs
Charles Schwab August 2012 - Present
The Paso del Norte Group July 2010 - December 2011
Merrill Lynch January 2006 - July 2010
Waddell & Reed March 2003 - December 2005
JME Studios (now JME Art Studio) 2000 - 2005
Dow Jones & Company 1992 - 1998
Siemens Corporation 1988 - 1991
Debevoise & Plimpton law firm 1983 - 1988
U.S. House of Representatives 1979 - 1980
The Brookings Institution January 1979 - August 1979
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Series 24, Insurance, Investments, Certified Investment..., Strategic Financial..., Series 65, Financial Planning, Chartered Retirement..., Series 9/10, Public Speaking, Strategic Planning
Education
New York University School of Law 1980 — 1983
JD, Law
Princeton University 1974 — 1978
BA, Woodrow Wilson School of Public and International Affairs
Francisco Alvarado Francisco Alvarado's Merrill Lynch Experience May 1997 - August 1998
Job Sr Network Engineer
Industry Financial Services
Experience
Pragma Securities LLC April 2010 - Present
Broadridge January 2009 - April 2010
Goldman Sachs November 2000 - January 2009
Lucent Technologies September 1998 - November 2000
Merrill Lynch May 1997 - August 1998
Skills
Electronic Trading, Market Data, Data Center, Networking, Vendor Management, Cisco Technologies, Enterprise Architecture, Integration
Education
New York University - Polytechnic School of Engineering 1992 — 1996
B.S. Electrical Engineering, Engineering
Pragma Securities LLC April 2010 - Present
Broadridge January 2009 - April 2010
Goldman Sachs November 2000 - January 2009
Lucent Technologies September 1998 - November 2000
Merrill Lynch May 1997 - August 1998
Skills
Electronic Trading, Market Data, Data Center, Networking, Vendor Management, Cisco Technologies, Enterprise Architecture, Integration
Education
New York University - Polytechnic School of Engineering 1992 — 1996
B.S. Electrical Engineering, Engineering
Ed Kenny Ed Kenny's Merrill Lynch Experience January 1997 - January 2001
Job Network Marketing as Ambassador at Viridian Energy
Industry Renewables & Environment
Experience
Ambassador at Viridian Energy January 2014 - Present
Viridian Energy February 2010 - January 2014
Viridian Energy 2010 - 2014
Wilmers Communications Inc. January 2002 - September 2010
Wilmer's Communications Inc January 2002 - September 2010
Fleet Financial January 2001 - January 2002
Merrill Lynch January 1997 - January 2001
Merrill Lynch January 1993 - January 2001
Merrill Lynch January 1993 - January 1997
Montgomery Securities 1992 - 1994
Skills
Entrepreneurship, Small Business, Energy, Fundraising, Team Building, New Business Development, Public Speaking, Strategic Planning, Start-ups, Real Estate, Coaching, Renewable Energy, Salesforce.com, Sustainable Energy, Marketing, Leadership, Selling, Social Media, B2B, Management, Sales, Sales Operations
Education
Niagara University 1987 — 1991
Bachelor of Arts (B.A.), Communications
Niagara University 1987 — 1991
Bachelor of Art's degree, English & Communications
Bayley Ellard 1984 — 1987
Ambassador at Viridian Energy January 2014 - Present
Viridian Energy February 2010 - January 2014
Viridian Energy 2010 - 2014
Wilmers Communications Inc. January 2002 - September 2010
Wilmer's Communications Inc January 2002 - September 2010
Fleet Financial January 2001 - January 2002
Merrill Lynch January 1997 - January 2001
Merrill Lynch January 1993 - January 2001
Merrill Lynch January 1993 - January 1997
Montgomery Securities 1992 - 1994
Skills
Entrepreneurship, Small Business, Energy, Fundraising, Team Building, New Business Development, Public Speaking, Strategic Planning, Start-ups, Real Estate, Coaching, Renewable Energy, Salesforce.com, Sustainable Energy, Marketing, Leadership, Selling, Social Media, B2B, Management, Sales, Sales Operations
Education
Niagara University 1987 — 1991
Bachelor of Arts (B.A.), Communications
Niagara University 1987 — 1991
Bachelor of Art's degree, English & Communications
Bayley Ellard 1984 — 1987
Ron Bernard Ron Bernard's Merrill Lynch Experience October 2006 - Present
Job vice president at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Oppenheimer & Co. July 2002 - July 2005
Skills
Fixed Income, Equities, Hedge Funds
Education
Nichols College
Bachelor of Arts (B.A.), Finance, General
University of Massachusetts, Amherst
Merrill Lynch October 2006 - Present
Oppenheimer & Co. July 2002 - July 2005
Skills
Fixed Income, Equities, Hedge Funds
Education
Nichols College
Bachelor of Arts (B.A.), Finance, General
University of Massachusetts, Amherst
Matthew Chavez Matthew Chavez's Merrill Lynch Experience November 2012 - March 2013
Job ......................
Industry Architecture & Planning
Experience
M&T Bank February 2015 - March 2015
MCPc August 2014 - January 2015
Voice Teleservices December 2013 - July 2014
Merrill Lynch November 2012 - March 2013
Game Changers 2012 - 2013
Perry Choice Neighborhood Planning Initiative May 2012 - August 2012
University at Buffalo August 2011 - December 2011
Buffalo Niagara Partnership May 2011 - August 2011
Skills
Project Management, Problem Solving, Strategic Planning, Project Planning, Project Coordination, Acting, Singing, Report Writing, Microsoft Office, Editing, Presentations, Sales, Sales Management, Surveying, Survey Design, Interviews, One On One, Community Organizing, Speech Writing, Management, Supervising, Voices, Musical Theatre, Positive Youth..., Public Speaking, Needs Analysis, SWOT analysis, Community Development, Fundraising, Research, Grant Writing, Event Planning, Volunteer Management, Event Management, Community Outreach
Education
University at Buffalo 2010 — 2012
Master's degree, Urban and Regional Planning
Niagara University 2004 — 2008
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
Nichols
M&T Bank February 2015 - March 2015
MCPc August 2014 - January 2015
Voice Teleservices December 2013 - July 2014
Merrill Lynch November 2012 - March 2013
Game Changers 2012 - 2013
Perry Choice Neighborhood Planning Initiative May 2012 - August 2012
University at Buffalo August 2011 - December 2011
Buffalo Niagara Partnership May 2011 - August 2011
Skills
Project Management, Problem Solving, Strategic Planning, Project Planning, Project Coordination, Acting, Singing, Report Writing, Microsoft Office, Editing, Presentations, Sales, Sales Management, Surveying, Survey Design, Interviews, One On One, Community Organizing, Speech Writing, Management, Supervising, Voices, Musical Theatre, Positive Youth..., Public Speaking, Needs Analysis, SWOT analysis, Community Development, Fundraising, Research, Grant Writing, Event Planning, Volunteer Management, Event Management, Community Outreach
Education
University at Buffalo 2010 — 2012
Master's degree, Urban and Regional Planning
Niagara University 2004 — 2008
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
Nichols
Lorraine Dias-Sotiriou Lorraine Dias-Sotiriou's Merrill Lynch Experience June 2001 - November 2002
Job
Industry Financial Services
Experience
International Securities Exchange January 2013 - Present
International Securities Exchange January 2010 - December 2012
International Securities Exchange January 2008 - December 2010
International Securities Exchange (ISE) January 2006 - December 2007
International Securities Exchange (ISE) June 2003 - December 2005
Merrill Lynch June 2001 - November 2002
SIAC 1999 - 2000
Skills
Strategic Planning, Portfolio Management, Program Management, Equities, Derivatives, Business Analysis, Risk Management, Financial Analysis, Strategic Sourcing, Trading Systems, Project Management, Financial Modeling, Trading, Options, Cross-functional Team..., Vendor Management, Management, Leadership, Analysis, Project Planning, Mergers & Acquisitions, PMO, Budgets, Management Consulting, Data Center, Negotiation, Financial Services, Business Process..., Change Management, Strategy, Finance, Business Strategy, IT Strategy, Outsourcing, Process Improvement, Project Portfolio..., Business Development, Governance
Education
New York University - Polytechnic School of Engineering 1997 — 1999
M.S., Management of Technology
Northeastern University 1987 — 1992
B.S., International Business and Management
International Securities Exchange January 2013 - Present
International Securities Exchange January 2010 - December 2012
International Securities Exchange January 2008 - December 2010
International Securities Exchange (ISE) January 2006 - December 2007
International Securities Exchange (ISE) June 2003 - December 2005
Merrill Lynch June 2001 - November 2002
SIAC 1999 - 2000
Skills
Strategic Planning, Portfolio Management, Program Management, Equities, Derivatives, Business Analysis, Risk Management, Financial Analysis, Strategic Sourcing, Trading Systems, Project Management, Financial Modeling, Trading, Options, Cross-functional Team..., Vendor Management, Management, Leadership, Analysis, Project Planning, Mergers & Acquisitions, PMO, Budgets, Management Consulting, Data Center, Negotiation, Financial Services, Business Process..., Change Management, Strategy, Finance, Business Strategy, IT Strategy, Outsourcing, Process Improvement, Project Portfolio..., Business Development, Governance
Education
New York University - Polytechnic School of Engineering 1997 — 1999
M.S., Management of Technology
Northeastern University 1987 — 1992
B.S., International Business and Management
Ellen Dale Ellen Dale's Merrill Lynch Experience July 2011 - May 2012
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Merrill Lynch July 2011 - May 2012
Skills
Microsoft Office, Account Management, Morningstar, Salesforce.com, Financial Analysis
Education
North Carolina State University 2008 — 2011
Bachelor of Science (BS), Finance, General
Morgan Stanley Wealth Management May 2012 - Present
Merrill Lynch July 2011 - May 2012
Skills
Microsoft Office, Account Management, Morningstar, Salesforce.com, Financial Analysis
Education
North Carolina State University 2008 — 2011
Bachelor of Science (BS), Finance, General
Cale Herndon Cale Herndon's Merrill Lynch Experience 2001 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2001 - Present
General Contractor / Project Manager 2003 - Present
US Army 1994 - Present
Skills
Contract Negotiation, Strategic Planning, Budgeting, Customer Service, Program Management, Investments, Asset Management, Real Estate, Financial Planning, Real Estate Development, Mortgage, Customer Relations, Real Estate Investment, Residential, Due Diligence, Insurance, Asset, Construction, Negotiation, Risk Management, Land Acquisition, Home, Real Estate Finance, Valuation, Investment Properties, Excel, Land Development, Microsoft Office, Contractors, Team Building, Planning, Financial Reporting, Estate Planning, Problem Solving, Cash Flow, Contract Management, Investors, Word, Scheduling, Construction Management, P&L responsibility, Military Operations, Operations Management, Sales Management, Process Improvement
Education
North Carolina State University 1989 — 1994
B.A., Geopolitics
Merrill Lynch 2001 - Present
General Contractor / Project Manager 2003 - Present
US Army 1994 - Present
Skills
Contract Negotiation, Strategic Planning, Budgeting, Customer Service, Program Management, Investments, Asset Management, Real Estate, Financial Planning, Real Estate Development, Mortgage, Customer Relations, Real Estate Investment, Residential, Due Diligence, Insurance, Asset, Construction, Negotiation, Risk Management, Land Acquisition, Home, Real Estate Finance, Valuation, Investment Properties, Excel, Land Development, Microsoft Office, Contractors, Team Building, Planning, Financial Reporting, Estate Planning, Problem Solving, Cash Flow, Contract Management, Investors, Word, Scheduling, Construction Management, P&L responsibility, Military Operations, Operations Management, Sales Management, Process Improvement
Education
North Carolina State University 1989 — 1994
B.A., Geopolitics
Don Huneycutt's Merrill Lynch Experience June 2005 - November 2011
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2011 - Present
Merrill Lynch June 2005 - November 2011
A.G. Edwards & Sons, Inc. January 2003 - June 2005
Eaton Corporation 2000 - 2002
Blue Ridge Metals Corporation a.k.a.Central Yoshida Corporation January 1996 - December 2000
GE Lighting Systems, Inc. March 1988 - January 1996
Ingersoll Rand May 1985 - March 1988
Education
North Carolina State University 1982 — 1985
Bachelor of Science (BS), Mechanical Engineering
UBS Financial Services Inc. November 2011 - Present
Merrill Lynch June 2005 - November 2011
A.G. Edwards & Sons, Inc. January 2003 - June 2005
Eaton Corporation 2000 - 2002
Blue Ridge Metals Corporation a.k.a.Central Yoshida Corporation January 1996 - December 2000
GE Lighting Systems, Inc. March 1988 - January 1996
Ingersoll Rand May 1985 - March 1988
Education
North Carolina State University 1982 — 1985
Bachelor of Science (BS), Mechanical Engineering
Sunny Eng Sunny Eng's Merrill Lynch Experience April 1994 - February 2002
Job Consultant
Industry Information Technology and Services
Experience
Men's Discipleship Network March 2010 - Present
The High Tech Way, LLC November 2012 - June 2014
Accommodations Plus International September 2013 - February 2014
God4me Ministries March 2006 - June 2013
Futuristic Home September 2003 - March 2011
Merrill Lynch April 1994 - February 2002
Swiss Bank Corporation April 1992 - April 1994
CS First Boston Corp. February 1991 - April 1992
AT&T Bell Laboratories May 1987 - February 1991
Skills
Enterprise Architecture, IT Strategy, Solution Architecture, Enterprise Software, Cloud Computing, IT Service Management, Professional Services, Data Center, Software Development, Disaster Recovery, SaaS, Fixed Income, Virtualization, Integration, Management Consulting, SDLC, Data Warehousing, Business Intelligence, System Deployment, Program Management, Business Analysis, RapidWeaver, Mobile Applications, Shopping Cart, Mobile Phone Apps
Education
New York University - Polytechnic School of Engineering 1984 — 1987
BSEE/CS, Computer Engineering
Stony Brook University 1981 — 1984
Men's Discipleship Network March 2010 - Present
The High Tech Way, LLC November 2012 - June 2014
Accommodations Plus International September 2013 - February 2014
God4me Ministries March 2006 - June 2013
Futuristic Home September 2003 - March 2011
Merrill Lynch April 1994 - February 2002
Swiss Bank Corporation April 1992 - April 1994
CS First Boston Corp. February 1991 - April 1992
AT&T Bell Laboratories May 1987 - February 1991
Skills
Enterprise Architecture, IT Strategy, Solution Architecture, Enterprise Software, Cloud Computing, IT Service Management, Professional Services, Data Center, Software Development, Disaster Recovery, SaaS, Fixed Income, Virtualization, Integration, Management Consulting, SDLC, Data Warehousing, Business Intelligence, System Deployment, Program Management, Business Analysis, RapidWeaver, Mobile Applications, Shopping Cart, Mobile Phone Apps
Education
New York University - Polytechnic School of Engineering 1984 — 1987
BSEE/CS, Computer Engineering
Stony Brook University 1981 — 1984
Joseph Schiavone Joseph Schiavone's Merrill Lynch Experience November 2009 - May 2010
Job Senior Business Analyst at AIG Investments
Industry Financial Services
Experience
AIG Investments May 2010 - Present
Merrill Lynch November 2009 - May 2010
Alliance Bernstein June 2005 - October 2009
Enterprise Technology Corporation February 1999 - June 2005
CIBC Wood Gundy January 1997 - February 1999
Bankers Trust 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Business Analysis, Fixed Income, SDLC, Analysis, Data Warehousing, Risk Management, Requirements Gathering, Business Intelligence, Software Project..., SQL, Derivatives, Financial Services, Asset Managment, Enterprise Architecture, Bloomberg, Financial Modeling, IT Strategy, Vendor Management, Data Modeling, Microsoft SQL Server, Process Improvement, Business Process..., Asset Management, PMO, Equities, Python, Project Portfolio..., Enterprise Software, Portfolio Management, Requirements Analysis, Software Development, Capital Markets
Education
Coursera 2011 — 2011
AI - Machine Learning
New York University - Polytechnic School of Engineering 1987 — 1990
MS, Computer Science
New York University - Polytechnic School of Engineering 1983 — 1987
BS, Information Management
Brooklyn Technical HS
AIG Investments May 2010 - Present
Merrill Lynch November 2009 - May 2010
Alliance Bernstein June 2005 - October 2009
Enterprise Technology Corporation February 1999 - June 2005
CIBC Wood Gundy January 1997 - February 1999
Bankers Trust 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Business Analysis, Fixed Income, SDLC, Analysis, Data Warehousing, Risk Management, Requirements Gathering, Business Intelligence, Software Project..., SQL, Derivatives, Financial Services, Asset Managment, Enterprise Architecture, Bloomberg, Financial Modeling, IT Strategy, Vendor Management, Data Modeling, Microsoft SQL Server, Process Improvement, Business Process..., Asset Management, PMO, Equities, Python, Project Portfolio..., Enterprise Software, Portfolio Management, Requirements Analysis, Software Development, Capital Markets
Education
Coursera 2011 — 2011
AI - Machine Learning
New York University - Polytechnic School of Engineering 1987 — 1990
MS, Computer Science
New York University - Polytechnic School of Engineering 1983 — 1987
BS, Information Management
Brooklyn Technical HS
Dillon Burdette's Merrill Lynch Experience June 2014 - July 2014
Job Financial Professional, AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors December 2014 - Present
City of Raleigh Municipal Government March 2014 - December 2014
Capitol Financial Solutions September 2014 - November 2014
Merrill Lynch June 2014 - July 2014
Rotunda Builders May 2013 - July 2013
Skills
Finance, Insurance, Financial Planning, Business Planning, Investments, Target Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Social Media, Sports, Microsoft Word, PowerPoint
Education
North Carolina State University 2011 — 2015
Bachelor’s Degree, Dual B.S. Accounting & Entrepreneurship, Graduate
Hickory Ridge High School 2007 — 2012
High School Diploma
AXA Advisors December 2014 - Present
City of Raleigh Municipal Government March 2014 - December 2014
Capitol Financial Solutions September 2014 - November 2014
Merrill Lynch June 2014 - July 2014
Rotunda Builders May 2013 - July 2013
Skills
Finance, Insurance, Financial Planning, Business Planning, Investments, Target Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Social Media, Sports, Microsoft Word, PowerPoint
Education
North Carolina State University 2011 — 2015
Bachelor’s Degree, Dual B.S. Accounting & Entrepreneurship, Graduate
Hickory Ridge High School 2007 — 2012
High School Diploma
Jonathan Buttero's Merrill Lynch Experience June 2014 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Merrill Lynch June 2014 - Present
Columbia Management 2011 - 2012
Columbia Management 2009 - 2011
Columbia Management 2007 - 2009
New York Life Insurance Company 2005 - 2006
Skills
Asset Management, Customer Service, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Series 6, Series 7, Wealth Management, Securities, 401k, Equities
Education
Nichols College
Bachelor of Arts/History, History
Merrill Lynch June 2014 - Present
Columbia Management 2011 - 2012
Columbia Management 2009 - 2011
Columbia Management 2007 - 2009
New York Life Insurance Company 2005 - 2006
Skills
Asset Management, Customer Service, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Series 6, Series 7, Wealth Management, Securities, 401k, Equities
Education
Nichols College
Bachelor of Arts/History, History
Belynda Pleasants Stewart Belynda Pleasants Stewart's Merrill Lynch Experience 1985 - 1990
Job Realtor @ BHHS Fox & Roach
Industry Real Estate
Experience
Cresap, Inc. August 1996 - Present
Coldwell Banker Preferred 2009 - July 2014
Kidder Peabody 1990 - 1995
Merrill Lynch 1985 - 1990
PSFS 1976 - 1985
Skills
Real Estate, Mortgage Lending, Sellers, Residential Homes, Real Estate Transactions, First Time Home Buyers, Investment Properties, Real Estate Economics, Investments, Selling, New Home Sales, Relocation, Leadership, Property, Negotiation, Marketing
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Marketing
North Carolina State University
BA, Liberal Arts
Cresap, Inc. August 1996 - Present
Coldwell Banker Preferred 2009 - July 2014
Kidder Peabody 1990 - 1995
Merrill Lynch 1985 - 1990
PSFS 1976 - 1985
Skills
Real Estate, Mortgage Lending, Sellers, Residential Homes, Real Estate Transactions, First Time Home Buyers, Investment Properties, Real Estate Economics, Investments, Selling, New Home Sales, Relocation, Leadership, Property, Negotiation, Marketing
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Marketing
North Carolina State University
BA, Liberal Arts
Robert Banerjea Robert Banerjea's Merrill Lynch Experience June 2005 - April 2007
Job Associate, M&A at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Legal Services
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2014 - Present
Amazon April 2014 - September 2014
Credit Suisse September 2013 - March 2014
Skadden Arps September 2007 - March 2014
Merrill Lynch June 2005 - April 2007
Freshfields Bruckhaus Deringer January 2003 - May 2005
Education
New York University School of Law 2001 — 2002
Master of Laws (LL.M.), Corporate Law
University of Bonn 1997 — 2000
Doctor of Philosophy (Ph.D.), Corporate Law, Magna Cum Laude
University of Cologne 1993 — 1997
Doctor of Law (J.D.), Law
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2014 - Present
Amazon April 2014 - September 2014
Credit Suisse September 2013 - March 2014
Skadden Arps September 2007 - March 2014
Merrill Lynch June 2005 - April 2007
Freshfields Bruckhaus Deringer January 2003 - May 2005
Education
New York University School of Law 2001 — 2002
Master of Laws (LL.M.), Corporate Law
University of Bonn 1997 — 2000
Doctor of Philosophy (Ph.D.), Corporate Law, Magna Cum Laude
University of Cologne 1993 — 1997
Doctor of Law (J.D.), Law
Pat Socci Pat Socci's Merrill Lynch Experience January 1983 - October 1998
Job Management and Educational Consultant
Industry Education Management
Experience
Hofstra University July 2010 - July 2015
Fordham University August 2002 - June 2010
Commtech / ADC Telecommunications October 2000 - August 2002
ADC Telecommunications / CommTech Corporation 2000 - 2002
AT&T May 1998 - October 2000
TCG 1989 - 2000
Merrill Lynch January 1983 - October 1998
TCG October 1989 - May 1998
merrill lynch 1983 - 1989
Skills
Teaching, Data Analysis, Public Speaking, Strategic Planning, Policy, Team Building, Marketing Strategy, Analysis, Planning, Access, Budgeting, Forecasting, Social Media, Microsoft Office, Business Analysis, Product Development, New Business Development, Excel, Marketing, Microsoft Excel, Training, Leadership, Budgets, Project Planning, Higher Education, Microsoft Word, Research, Operational Planning, Statistics, Business Strategy, Management, IT Operations, MIS, Cross-functional Team..., Leadership Development, Staff Development
Education
New York University - Polytechnic School of Engineering 1972 — 1978
Ph.D., Mathematics
Saint John's University 1969 — 1971
M.A., Mathematics
Saint Francis College 1965 — 1969
B.S., Mathematics
Hofstra University July 2010 - July 2015
Fordham University August 2002 - June 2010
Commtech / ADC Telecommunications October 2000 - August 2002
ADC Telecommunications / CommTech Corporation 2000 - 2002
AT&T May 1998 - October 2000
TCG 1989 - 2000
Merrill Lynch January 1983 - October 1998
TCG October 1989 - May 1998
merrill lynch 1983 - 1989
Skills
Teaching, Data Analysis, Public Speaking, Strategic Planning, Policy, Team Building, Marketing Strategy, Analysis, Planning, Access, Budgeting, Forecasting, Social Media, Microsoft Office, Business Analysis, Product Development, New Business Development, Excel, Marketing, Microsoft Excel, Training, Leadership, Budgets, Project Planning, Higher Education, Microsoft Word, Research, Operational Planning, Statistics, Business Strategy, Management, IT Operations, MIS, Cross-functional Team..., Leadership Development, Staff Development
Education
New York University - Polytechnic School of Engineering 1972 — 1978
Ph.D., Mathematics
Saint John's University 1969 — 1971
M.A., Mathematics
Saint Francis College 1965 — 1969
B.S., Mathematics
Rebecca Birx Rebecca Birx's Merrill Lynch Experience August 2008 - February 2013
Job Deputy Sheriff
Industry Law Enforcement
Experience
Ontario County Sheriff's Office February 2013 - Present
Merrill Lynch August 2008 - February 2013
Skills
Customer Service, Investments
Education
Niagara University 2007 — 2008
MBA, Business/Finance
Niagara University 2003 — 2007
Bachelors, Business
Ontario County Sheriff's Office February 2013 - Present
Merrill Lynch August 2008 - February 2013
Skills
Customer Service, Investments
Education
Niagara University 2007 — 2008
MBA, Business/Finance
Niagara University 2003 — 2007
Bachelors, Business
Jim Dracopoulos Jim Dracopoulos's Merrill Lynch Experience 1989 - 1991
Job Trust Real Estate Management
Industry Banking
Experience
Cardinal Health, Inc. 2008 - 2010
Nationwide Mutual Insurance Company 1996 - 2008
Merrill Lynch 1989 - 1991
Thomson McKinnon Securities Inc. 1988 - 1989
Shearson Lehman Brothers Inc. 1985 - 1988
Skills
Mergers, Insurance, Tax, Real Estate, Software Licensing, Mutual Funds, Governance, Corporate Governance, Corporate Law, Financial Products, Offshore Investments
Education
New York University School of Law
LL.M
The University of Michigan School of Business Administration
BBA
University of Toledo College of Law
JD
Cardinal Health, Inc. 2008 - 2010
Nationwide Mutual Insurance Company 1996 - 2008
Merrill Lynch 1989 - 1991
Thomson McKinnon Securities Inc. 1988 - 1989
Shearson Lehman Brothers Inc. 1985 - 1988
Skills
Mergers, Insurance, Tax, Real Estate, Software Licensing, Mutual Funds, Governance, Corporate Governance, Corporate Law, Financial Products, Offshore Investments
Education
New York University School of Law
LL.M
The University of Michigan School of Business Administration
BBA
University of Toledo College of Law
JD
Anne M. Ferguson Anne M. Ferguson's Merrill Lynch Experience 1991 - 1997
Job Financial Markets & Relationship Management Professional
Industry Financial Services
Experience
ITB, LLC January 2013 - December 2013
The REELPeople Company LLC September 2009 - January 2012
Reuters America May 2005 - January 2006
Bloomberg LP 1997 - 2005
Merrill Lynch 1991 - 1997
Gruntal and Co, Inc. 1988 - 1991
Skills
Capital Markets, Financial Markets, Market Data, Investments, Business Development, Trading Systems, Electronic Trading, Equities, Bonds, Salesforce.com, Options, FX Options, Bloomberg, Fixed Income, Bloomberg Terminal, Financial Services, Securities, Trading, Derivatives, Series 7, Asset Management, Relationship Management, Portfolio Management, Equity Trading, Hedge Funds, Municipal Bonds, Institutional..., Institutional Sales
Education
North Carolina State University 1984 — 1986
BA
St. Mary's College, Raleigh, NC 1982 — 1984
Associate of Arts (AA)
ITB, LLC January 2013 - December 2013
The REELPeople Company LLC September 2009 - January 2012
Reuters America May 2005 - January 2006
Bloomberg LP 1997 - 2005
Merrill Lynch 1991 - 1997
Gruntal and Co, Inc. 1988 - 1991
Skills
Capital Markets, Financial Markets, Market Data, Investments, Business Development, Trading Systems, Electronic Trading, Equities, Bonds, Salesforce.com, Options, FX Options, Bloomberg, Fixed Income, Bloomberg Terminal, Financial Services, Securities, Trading, Derivatives, Series 7, Asset Management, Relationship Management, Portfolio Management, Equity Trading, Hedge Funds, Municipal Bonds, Institutional..., Institutional Sales
Education
North Carolina State University 1984 — 1986
BA
St. Mary's College, Raleigh, NC 1982 — 1984
Associate of Arts (AA)
Daniel Haddad Daniel Haddad's Merrill Lynch Experience May 2005 - August 2005
Job Risk Analyst at Shell Oil Company
Industry Investment Management
Experience
Shell Oil Company June 2009 - Present
Telemus Capital Partners, LLC June 2007 - June 2009
UBS Financial Services March 2006 - June 2007
Morgan Stanley May 2005 - January 2006
Merrill Lynch May 2005 - August 2005
Telerent Telehealth Services May 2003 - August 2003
Education
Rice University 2004 — 2006
Mathematical Economic Analysis
North Carolina State University 2002 — 2003
Industrial Engineering
Broughton High School
French School of Kuwait
Grand Lyçée Franco Libanais
Investment Banking Institute
Shell Oil Company June 2009 - Present
Telemus Capital Partners, LLC June 2007 - June 2009
UBS Financial Services March 2006 - June 2007
Morgan Stanley May 2005 - January 2006
Merrill Lynch May 2005 - August 2005
Telerent Telehealth Services May 2003 - August 2003
Education
Rice University 2004 — 2006
Mathematical Economic Analysis
North Carolina State University 2002 — 2003
Industrial Engineering
Broughton High School
French School of Kuwait
Grand Lyçée Franco Libanais
Investment Banking Institute
Corbin Jennings's Merrill Lynch Experience February 2011 - May 2011
Job Inventory Planner at Under Armour
Industry Apparel & Fashion
Experience
Under Armour March 2014 - Present
Lowe's Companies, Inc. April 2013 - March 2014
Lowe's Companies, Inc. August 2012 - April 2013
Lowe's Companies, Inc. October 2011 - July 2012
Nantahala Bank & Trust Company May 2011 - November 2011
Merrill Lynch February 2011 - May 2011
Jennings Builders Supply and Hardware May 2009 - August 2009
Skills
Retail, Merchandising, Forecasting, Data Analysis, Financial Analysis, Logistics, Management, Supply Chain Management, Microsoft Excel, Inventory Control, Income Statement, Supply Chain, Microsoft Office, Demand Planning, Portfolio Management, Market Analysis, Inventory Management, Demand Forecasting, Inventory Analysis, JDA, Sales, Profit, Analysis, Pricing, Marketing, Financial Modeling, Assortment, Financial Forecasting, Accounting, Manugistics, Cross-functional Team..., Retail Replenishment, Visual Merchandising, Merchandise Planning, Competitive Analysis, P&L Management, Big Box
Education
North Carolina State University 2006 — 2011
B.S, Economics Concentrating in Business
Under Armour March 2014 - Present
Lowe's Companies, Inc. April 2013 - March 2014
Lowe's Companies, Inc. August 2012 - April 2013
Lowe's Companies, Inc. October 2011 - July 2012
Nantahala Bank & Trust Company May 2011 - November 2011
Merrill Lynch February 2011 - May 2011
Jennings Builders Supply and Hardware May 2009 - August 2009
Skills
Retail, Merchandising, Forecasting, Data Analysis, Financial Analysis, Logistics, Management, Supply Chain Management, Microsoft Excel, Inventory Control, Income Statement, Supply Chain, Microsoft Office, Demand Planning, Portfolio Management, Market Analysis, Inventory Management, Demand Forecasting, Inventory Analysis, JDA, Sales, Profit, Analysis, Pricing, Marketing, Financial Modeling, Assortment, Financial Forecasting, Accounting, Manugistics, Cross-functional Team..., Retail Replenishment, Visual Merchandising, Merchandise Planning, Competitive Analysis, P&L Management, Big Box
Education
North Carolina State University 2006 — 2011
B.S, Economics Concentrating in Business
Searra Hazel Searra Hazel's Merrill Lynch Experience June 2008 - August 2008
Job Customer Service Representative at Educational Testing Service (ETS)
Industry Law Practice
Experience
Educational Testing Service (ETS) August 2013 - Present
Bloomingdale's September 2010 - Present
Merrill Lynch June 2008 - August 2008
Skills
Customer Service, Customer Satisfaction, Creative Writing, Technical Writing, Microsoft Office, Reading
Education
North Carolina Central University School of Law 2014 — 2017
Juris Doctor (J.D.), Law
Howard Univerisity 2009 — 2013
Bachelor's degree, Political Science and Government
Trenton Central High School 2005 — 2009
Educational Testing Service (ETS) August 2013 - Present
Bloomingdale's September 2010 - Present
Merrill Lynch June 2008 - August 2008
Skills
Customer Service, Customer Satisfaction, Creative Writing, Technical Writing, Microsoft Office, Reading
Education
North Carolina Central University School of Law 2014 — 2017
Juris Doctor (J.D.), Law
Howard Univerisity 2009 — 2013
Bachelor's degree, Political Science and Government
Trenton Central High School 2005 — 2009
A. Michael Cuomo's Merrill Lynch Experience October 2005 - September 2012
Job Executive Director and Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2012 - Present
Merrill Lynch October 2005 - September 2012
Merrill Lynch February 2001 - October 2005
Skills
Series 7, Wealth Management, Fixed Income, Investments, Equities, Series 63, Securities, Asset Allocation, Mutual Funds, Retirement Planning, Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Investment Banking
Education
North Carolina State University 1976 — 1980
Bachelor of Arts (B.A.), Business Management
UBS October 2012 - Present
Merrill Lynch October 2005 - September 2012
Merrill Lynch February 2001 - October 2005
Skills
Series 7, Wealth Management, Fixed Income, Investments, Equities, Series 63, Securities, Asset Allocation, Mutual Funds, Retirement Planning, Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Investment Banking
Education
North Carolina State University 1976 — 1980
Bachelor of Arts (B.A.), Business Management
Henry Greenberg Henry Greenberg's Merrill Lynch Experience August 1994 - March 1999
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust May 2002 - Present
State Street Bank March 1999 - May 2002
Merrill Lynch August 1994 - March 1999
Skills
Wealth Management, Private Banking, Asset Allocation, Investments, Alternative Investments, Fixed Income, Wealth Management..., Portfolio Management, High Net Worth..., Asset Management, Financial Planners, Strategic Financial..., Estate Planning, Management
Education
New York University School of Law 1996 — 1999
LLM, Taxation
Seton Hall University School of Law 1991 — 1994
JD, Law
Rutgers University-New Brunswick 1987 — 1991
BS, Business / Marketing
US Trust May 2002 - Present
State Street Bank March 1999 - May 2002
Merrill Lynch August 1994 - March 1999
Skills
Wealth Management, Private Banking, Asset Allocation, Investments, Alternative Investments, Fixed Income, Wealth Management..., Portfolio Management, High Net Worth..., Asset Management, Financial Planners, Strategic Financial..., Estate Planning, Management
Education
New York University School of Law 1996 — 1999
LLM, Taxation
Seton Hall University School of Law 1991 — 1994
JD, Law
Rutgers University-New Brunswick 1987 — 1991
BS, Business / Marketing
kristina sherwood kristina sherwood's Merrill Lynch Experience June 1994 - January 1996
Job tax analyst at Wolters Kluwer
Industry Information Services
Experience
Wolters Kluwer July 2007 - Present
United Airlines January 1996 - July 2007
Merrill Lynch June 1994 - January 1996
Skills
Tax, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounts Payable, Accounting, Analysis, Hyperion Enterprise, Internal Controls, Auditing, Internal Audit, PeopleSoft, Access
Education
Newman University 2008 — 2010
MBA, Finance
University of Newcastle
Bachelors, Economics
Wolters Kluwer July 2007 - Present
United Airlines January 1996 - July 2007
Merrill Lynch June 1994 - January 1996
Skills
Tax, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounts Payable, Accounting, Analysis, Hyperion Enterprise, Internal Controls, Auditing, Internal Audit, PeopleSoft, Access
Education
Newman University 2008 — 2010
MBA, Finance
University of Newcastle
Bachelors, Economics
Edmund Buckman Edmund Buckman's Merrill Lynch Experience September 2012 - January 2014
Job Psychology Student at North Carolina State University
Industry Financial Services
Experience
North Carolina State University January 2014 - Present
Merrill Lynch September 2012 - January 2014
Northwestern Mutual October 2011 - September 2012
Skills
Retirement Planning, Fixed Annuities, IRAs, Long-term Care, Life & Health Insurance..., College Savings Plans, Series 7, Strategic Financial..., 529 Plans, Variable Annuities, Wealth Management, Mutual Funds, Financial Advisory, 401k
Education
North Carolina State University 2007 — 2011
BS, Business Administration
Arendell Parrott Academy 2003 — 2007
North Carolina State University January 2014 - Present
Merrill Lynch September 2012 - January 2014
Northwestern Mutual October 2011 - September 2012
Skills
Retirement Planning, Fixed Annuities, IRAs, Long-term Care, Life & Health Insurance..., College Savings Plans, Series 7, Strategic Financial..., 529 Plans, Variable Annuities, Wealth Management, Mutual Funds, Financial Advisory, 401k
Education
North Carolina State University 2007 — 2011
BS, Business Administration
Arendell Parrott Academy 2003 — 2007
Tim McGowan Tim McGowan's Merrill Lynch Experience 1995 - 1996
Job Vice President, Relationship Management Fidelity FundsNetwork
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
State Street July 2007 - January 2013
Harbor Energy Partners 2013 - 2013
Investors Bank and Trust (acquired by State Street Corp.) March 2000 - July 2007
Funds Distributor, Inc. 1997 - 2000
Merrill Lynch 1995 - 1996
Dean Witter Reynolds 1993 - 1995
Skills
Mutual Funds, Investments, Relationship Management, ETFs, Securities, Financial Services, Finance, Fixed Income, Hedge Funds, Equities, CRM, Alternative Investments, Trading, Strategy, New Business Development, Account Management, Project Management, Customer Satisfaction, Investment Management, Asset Management, Strategic Account..., Leadership, Management, Customer Service, Customer Retention
Education
Nichols College 1988 — 1992
Bachelor of Science (BS), Finance
Fidelity Investments February 2014 - Present
State Street July 2007 - January 2013
Harbor Energy Partners 2013 - 2013
Investors Bank and Trust (acquired by State Street Corp.) March 2000 - July 2007
Funds Distributor, Inc. 1997 - 2000
Merrill Lynch 1995 - 1996
Dean Witter Reynolds 1993 - 1995
Skills
Mutual Funds, Investments, Relationship Management, ETFs, Securities, Financial Services, Finance, Fixed Income, Hedge Funds, Equities, CRM, Alternative Investments, Trading, Strategy, New Business Development, Account Management, Project Management, Customer Satisfaction, Investment Management, Asset Management, Strategic Account..., Leadership, Management, Customer Service, Customer Retention
Education
Nichols College 1988 — 1992
Bachelor of Science (BS), Finance
Greg Linkner Greg Linkner's Merrill Lynch Experience November 2003 - July 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Merrill Lynch November 2003 - July 2009
Verizon September 1999 - November 2003
Education
North Carolina State University 1985 — 1990
BA
Ameriprise Financial Services, Inc. July 2009 - Present
Merrill Lynch November 2003 - July 2009
Verizon September 1999 - November 2003
Education
North Carolina State University 1985 — 1990
BA
Eric Fox Eric Fox's Merrill Lynch Experience May 2007 - August 2012
Job Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP 2012 - Present
Merrill Lynch May 2007 - August 2012
Skills
Equities, Financial Modeling, Private Equity, Structured Finance, International Tax, Accounting, Asset Managment, Corporate Tax, Trading, Capital Markets, Hedge Funds, Tax, Asset Management, Tax Law, Due Diligence, Investment Management
Education
NYU School of Law 1996 — 1997
Master of Laws (LLM), Tax Law/Taxation
Quinnipiac University School of Law 1993 — 1996
Doctor of Law (JD)
Southern Connecticut State University 1989 — 1993
Bachelor of Science (BS), Accounting
Deloitte Tax LLP 2012 - Present
Merrill Lynch May 2007 - August 2012
Skills
Equities, Financial Modeling, Private Equity, Structured Finance, International Tax, Accounting, Asset Managment, Corporate Tax, Trading, Capital Markets, Hedge Funds, Tax, Asset Management, Tax Law, Due Diligence, Investment Management
Education
NYU School of Law 1996 — 1997
Master of Laws (LLM), Tax Law/Taxation
Quinnipiac University School of Law 1993 — 1996
Doctor of Law (JD)
Southern Connecticut State University 1989 — 1993
Bachelor of Science (BS), Accounting
Dmitriy Frumkis's Merrill Lynch Experience September 2002 - December 2003
Job Director of Production at Value Line
Industry Information Technology and Services
Experience
Value Line March 2015 - Present
Value Line December 2013 - February 2015
MetroPlus Health Plan January 2012 - October 2013
MetroPlus Health Plan January 2003 - December 2011
Merrill Lynch September 2002 - December 2003
JPMorgan Chase, NYC October 2000 - August 2002
Fidelity Investments November 1998 - September 2000
ALFY.COM November 1997 - November 1998
Skills
Project Management, Project Planning, Software Engineering, Agile Methodologies, Software Design, Software Development, SOA, Algorithms, Database Design, Object Oriented Design, WCF Services, Microsoft Visual Studio..., Databases, Visual C#, LINQ, SQL, VB.NET, Microsoft SQL Server, XML, Windows Server, HTML, Windows 7, ASP.NET, XSLT, IIS, .NET, Visual Studio, SSIS, X86_64, C#, JSP
Education
Polytechnic University 1997 — 2000
Bachelor of Science, Computer Science, 4.0
Belarusian National Technical University 1991 — 1996
Bachelor of Science, Computer Science
Value Line March 2015 - Present
Value Line December 2013 - February 2015
MetroPlus Health Plan January 2012 - October 2013
MetroPlus Health Plan January 2003 - December 2011
Merrill Lynch September 2002 - December 2003
JPMorgan Chase, NYC October 2000 - August 2002
Fidelity Investments November 1998 - September 2000
ALFY.COM November 1997 - November 1998
Skills
Project Management, Project Planning, Software Engineering, Agile Methodologies, Software Design, Software Development, SOA, Algorithms, Database Design, Object Oriented Design, WCF Services, Microsoft Visual Studio..., Databases, Visual C#, LINQ, SQL, VB.NET, Microsoft SQL Server, XML, Windows Server, HTML, Windows 7, ASP.NET, XSLT, IIS, .NET, Visual Studio, SSIS, X86_64, C#, JSP
Education
Polytechnic University 1997 — 2000
Bachelor of Science, Computer Science, 4.0
Belarusian National Technical University 1991 — 1996
Bachelor of Science, Computer Science
Antwyne DeLonde's Merrill Lynch Experience April 2006 - May 2010
Job The Legacy Wealth Management Group
Industry Investment Management
Experience
UBS Wealth Management September 2011 - Present
The Boys' Latin School of Maryland August 2010 - Present
Watch Me Win, Inc. September 2009 - Present
Morgan Stanley Smith Barney May 2010 - September 2011
Merrill Lynch April 2006 - May 2010
US Army April 2001 - July 2009
Education
Norfolk State University
BS, Finance
UBS Wealth Management September 2011 - Present
The Boys' Latin School of Maryland August 2010 - Present
Watch Me Win, Inc. September 2009 - Present
Morgan Stanley Smith Barney May 2010 - September 2011
Merrill Lynch April 2006 - May 2010
US Army April 2001 - July 2009
Education
Norfolk State University
BS, Finance
Grayson Allison Grayson Allison's Merrill Lynch Experience August 2011 - May 2012
Job High Yield Research Associate at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
GCA AUTOMOTIVE May 2009 - May 2013
Wells Fargo June 2012 - August 2012
Merrill Lynch August 2011 - May 2012
Skills
Microsoft Excel, Management, Analysis, Marketing, Market Research, Recruiting, Advertising, Finance, Software Documentation, PowerPoint, Microsoft Office, Microsoft Word, Investments, Purchasing, Teamwork, Access, Customer Service, Financial Analysis, Time Management, Data Analysis, Research, Event Planning, Financial Reporting, Leadership, Budgets, Start-ups
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
CHARLOTTE CATHOLIC HIGH SCHOOL 2005 — 2009
Fidelity Investments August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
GCA AUTOMOTIVE May 2009 - May 2013
Wells Fargo June 2012 - August 2012
Merrill Lynch August 2011 - May 2012
Skills
Microsoft Excel, Management, Analysis, Marketing, Market Research, Recruiting, Advertising, Finance, Software Documentation, PowerPoint, Microsoft Office, Microsoft Word, Investments, Purchasing, Teamwork, Access, Customer Service, Financial Analysis, Time Management, Data Analysis, Research, Event Planning, Financial Reporting, Leadership, Budgets, Start-ups
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
CHARLOTTE CATHOLIC HIGH SCHOOL 2005 — 2009
Jody Weiss Jody Weiss's Merrill Lynch Experience 1993 - 1996
Job Architect
Industry Financial Services
Experience
PaineWebber/UBS PaineWebber/UBS 1999 - 2002
UBS 1997 - 2002
Merrill Lynch 1993 - 1996
Skills
Market Data, SDLC, Trading Systems, Vendor Management, Enterprise Architecture, IT Strategy, Portfolio Management, Business Analysis, Integration, SOA, Software Project..., IT Management, PMO, Project Portfolio..., Disaster Recovery
Education
New York University - Polytechnic School of Engineering 1976 — 1978
BSEE, Electrical Engineering
PaineWebber/UBS PaineWebber/UBS 1999 - 2002
UBS 1997 - 2002
Merrill Lynch 1993 - 1996
Skills
Market Data, SDLC, Trading Systems, Vendor Management, Enterprise Architecture, IT Strategy, Portfolio Management, Business Analysis, Integration, SOA, Software Project..., IT Management, PMO, Project Portfolio..., Disaster Recovery
Education
New York University - Polytechnic School of Engineering 1976 — 1978
BSEE, Electrical Engineering
Nick (Nachum) Rybak Nick (Nachum) Rybak's Merrill Lynch Experience November 2006 - May 2007
Job Investment Banking Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2013 - Present
New York University August 2009 - May 2013
Goldman Sachs May 2012 - August 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
Neuberger Berman September 2010 - May 2011
Broadpoint.Gleacher July 2008 - August 2009
Bear Stearns May 2007 - August 2007
Merrill Lynch November 2006 - May 2007
Skills
Valuation, Investment Banking
Education
NYU Stern School of Business 2011 — 2013
MBA, Concentration in Finance
NYU School of Law 2009 — 2013
J.D., Interest in Transactional Law
Yeshiva University 2006 — 2008
Cultural Studies
Yeshiva University 2002 — 2006
Bachelor of Arts, Summa Cum Laude, Economics and English
Goldman Sachs July 2013 - Present
New York University August 2009 - May 2013
Goldman Sachs May 2012 - August 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
Neuberger Berman September 2010 - May 2011
Broadpoint.Gleacher July 2008 - August 2009
Bear Stearns May 2007 - August 2007
Merrill Lynch November 2006 - May 2007
Skills
Valuation, Investment Banking
Education
NYU Stern School of Business 2011 — 2013
MBA, Concentration in Finance
NYU School of Law 2009 — 2013
J.D., Interest in Transactional Law
Yeshiva University 2006 — 2008
Cultural Studies
Yeshiva University 2002 — 2006
Bachelor of Arts, Summa Cum Laude, Economics and English
Kodiak Suhr Kodiak Suhr's Merrill Lynch Experience September 2012 - November 2012
Job Loan Operations at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Deutsche Bank June 2013 - August 2013
Merrill Lynch September 2012 - November 2012
Georgetown University's McDonough School of Business June 2012 - July 2012
Skills
Entrepreneurship, Start-ups, Statistical Data..., Financial Analysis, Economic Modeling, Social Media Marketing, Marketing Research, Marketing Strategy, Quantitative Research, Business Development, Business Strategy, Wordpress, Microsoft Office, Leadership, Time Management, Series 7, LBO, Alternative Investments, Morningstar, Series 63
Education
North Carolina State University 2011 — 2014
Bachelor of Science (BS), Economics
Credit Suisse July 2014 - Present
Deutsche Bank June 2013 - August 2013
Merrill Lynch September 2012 - November 2012
Georgetown University's McDonough School of Business June 2012 - July 2012
Skills
Entrepreneurship, Start-ups, Statistical Data..., Financial Analysis, Economic Modeling, Social Media Marketing, Marketing Research, Marketing Strategy, Quantitative Research, Business Development, Business Strategy, Wordpress, Microsoft Office, Leadership, Time Management, Series 7, LBO, Alternative Investments, Morningstar, Series 63
Education
North Carolina State University 2011 — 2014
Bachelor of Science (BS), Economics
Grace Gunner Grace Gunner's Merrill Lynch Experience 2012 - 2013
Job Sourcing Consultant at IBM
Industry Information Services
Experience
IBM Global Process Services May 2015 - Present
IBM March 2013 - Present
Merrill Lynch 2012 - 2013
UBS May 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Business Analysis, Microsoft Office, Data Analysis, Access, Finance, Process Improvement, Analysis, Leadership, Microsoft Word, Financial Reporting
Education
North Carolina State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Finance
IBM Global Process Services May 2015 - Present
IBM March 2013 - Present
Merrill Lynch 2012 - 2013
UBS May 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Business Analysis, Microsoft Office, Data Analysis, Access, Finance, Process Improvement, Analysis, Leadership, Microsoft Word, Financial Reporting
Education
North Carolina State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Finance
Eugene Sirota Eugene Sirota's Merrill Lynch Experience June 1999 - November 2000
Job Director, IT at Prudential Financial
Industry Insurance
Experience
Prudential Financial May 2014 - Present
Goldman Sachs February 2006 - May 2014
Goldman Sachs June 2004 - January 2006
Citi November 2000 - June 2004
Merrill Lynch June 1999 - November 2000
Skills
Trading Systems, Credit Derivatives, Enterprise Architecture, Derivatives, Risk Management, SOA, Software Project..., Project Management, People Development, Technology Management, Enterprise Software, Relationship Management, Collateral Management, Collateral Systems, IT Risk Management, Organizational..., Strategic Planning, High Speed Data, Multi Tasking, Data Warehousing, Financial Risk, IT Management, Market Risk, Operational Risk..., Agile Project Management, IT Strategy, Equity Derivatives, Reference Data, Fixed Income, Interest Rate..., Swaps, Operational Risk, Basel II, Credit Risk, Business Analysis, Basel III, Java, DBMS, Distributed Systems, Functional Design, Solution Architecture, System Architecture, Real-time Data, CCAR, Regulatory Capital, Relational Databases, Data Modeling, Liquidity Risk
Education
Polytechnic University 1995 — 1999
BS, Computer Science
Prudential Financial May 2014 - Present
Goldman Sachs February 2006 - May 2014
Goldman Sachs June 2004 - January 2006
Citi November 2000 - June 2004
Merrill Lynch June 1999 - November 2000
Skills
Trading Systems, Credit Derivatives, Enterprise Architecture, Derivatives, Risk Management, SOA, Software Project..., Project Management, People Development, Technology Management, Enterprise Software, Relationship Management, Collateral Management, Collateral Systems, IT Risk Management, Organizational..., Strategic Planning, High Speed Data, Multi Tasking, Data Warehousing, Financial Risk, IT Management, Market Risk, Operational Risk..., Agile Project Management, IT Strategy, Equity Derivatives, Reference Data, Fixed Income, Interest Rate..., Swaps, Operational Risk, Basel II, Credit Risk, Business Analysis, Basel III, Java, DBMS, Distributed Systems, Functional Design, Solution Architecture, System Architecture, Real-time Data, CCAR, Regulatory Capital, Relational Databases, Data Modeling, Liquidity Risk
Education
Polytechnic University 1995 — 1999
BS, Computer Science
Ashley Titus's Merrill Lynch Experience August 2014 - December 2014
Job Realtor®/Broker at Allen Tate Realtors
Industry Real Estate
Experience
Allen Tate Realtors July 2015 - Present
Merrill Lynch August 2014 - December 2014
Goode Rentals and Property Management Ltd March 2014 - August 2014
Skills
Property Management, Apartments, Rentals, Leases, Real Estate, Time Management, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Teamwork, Salesforce.com, Leadership
Education
North Carolina State University 2011 — 2015
Bachelor's Degree, Business Administration and Management, Marketing
Allen Tate Realtors July 2015 - Present
Merrill Lynch August 2014 - December 2014
Goode Rentals and Property Management Ltd March 2014 - August 2014
Skills
Property Management, Apartments, Rentals, Leases, Real Estate, Time Management, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Teamwork, Salesforce.com, Leadership
Education
North Carolina State University 2011 — 2015
Bachelor's Degree, Business Administration and Management, Marketing
Eric Steen's Merrill Lynch Experience September 2013 - Present
Job Financial Advisor Practice Management Development Program at Merrill Lynch
Industry Hospital & Health Care
Experience
Merrill Lynch September 2013 - Present
Florida Army National Guard October 2008 - Present
ImageFirst Healthcare Linen September 2006 - September 2013
Skills
Account Management, Sales Management, Sales, Customer Service, Strategic Planning, Team Building, Leadership, New Business Development, Business Development, Sales Operations, Management, Team Leadership, Training
Education
University of North Florida 2008 — 2011
Master of Business Administration (MBA)
Nichols College 1998 — 2002
BSBA, Sport Management
Merrill Lynch September 2013 - Present
Florida Army National Guard October 2008 - Present
ImageFirst Healthcare Linen September 2006 - September 2013
Skills
Account Management, Sales Management, Sales, Customer Service, Strategic Planning, Team Building, Leadership, New Business Development, Business Development, Sales Operations, Management, Team Leadership, Training
Education
University of North Florida 2008 — 2011
Master of Business Administration (MBA)
Nichols College 1998 — 2002
BSBA, Sport Management
Naveen Paul Sharma CFP®'s Merrill Lynch Experience September 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Oak Ridge Financial Services November 2002 - September 2007
Robert W. Baird & Co. 1998 - 2002
Piper Jaffray February 1993 - June 1998
Piper Jaffray January 1991 - February 1993
Ski Hut 1984 - 1991
Endington's Soup and Salad Restaurant 1982 - 1984
Skills
Financial Planning, Life Planning, Asset Allocation, Investments, Estate Planning, Retirement, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., High Net Worth..., Life Coaching, Strategy, Financial Planners, Finance, Series 7, Management, Mutual Funds, Strategic Planning, Series 63, Leadership
Education
UNIVERSITY OF MINNESOTA 1986 — 1991
Bachelor of Arts, Economics
Normandale Community College 1982 — 1984
Lindbergh High School 1979 — 1982
High School Diploma, College Prep
Merrill Lynch September 2007 - Present
Oak Ridge Financial Services November 2002 - September 2007
Robert W. Baird & Co. 1998 - 2002
Piper Jaffray February 1993 - June 1998
Piper Jaffray January 1991 - February 1993
Ski Hut 1984 - 1991
Endington's Soup and Salad Restaurant 1982 - 1984
Skills
Financial Planning, Life Planning, Asset Allocation, Investments, Estate Planning, Retirement, Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., High Net Worth..., Life Coaching, Strategy, Financial Planners, Finance, Series 7, Management, Mutual Funds, Strategic Planning, Series 63, Leadership
Education
UNIVERSITY OF MINNESOTA 1986 — 1991
Bachelor of Arts, Economics
Normandale Community College 1982 — 1984
Lindbergh High School 1979 — 1982
High School Diploma, College Prep
Matthew Guinn, CFP® Matthew Guinn, CFP®'s Merrill Lynch Experience April 2007 - March 2008
Job Managing Director at Cape Investment Advisory, Inc.
Industry Financial Services
Experience
Cape Investment Advisory, Inc. August 2015 - Present
Cape Securities, Inc August 2015 - Present
The Piedmont Group of Atlanta, LLC August 2013 - August 2015
MetLife December 2011 - August 2013
Edward Jones November 2009 - October 2011
Addison Avenue Federal Credit Union March 2008 - November 2009
Merrill Lynch April 2007 - March 2008
Papa Johns June 2000 - April 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, IRAs, Financial Services, Small Business, Finance, Series 63, Six Sigma Black Belt, Series 7, Disability Insurance, Financial Analysis, Risk Management, Long Term Care Insurance, 401k, Financial Planning, Life Insurance
Education
The American College 2014 — 2015
CFP
North Carolina State University 1996 — 2006
Bachelor of Arts, Chemistry
Cape Investment Advisory, Inc. August 2015 - Present
Cape Securities, Inc August 2015 - Present
The Piedmont Group of Atlanta, LLC August 2013 - August 2015
MetLife December 2011 - August 2013
Edward Jones November 2009 - October 2011
Addison Avenue Federal Credit Union March 2008 - November 2009
Merrill Lynch April 2007 - March 2008
Papa Johns June 2000 - April 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, IRAs, Financial Services, Small Business, Finance, Series 63, Six Sigma Black Belt, Series 7, Disability Insurance, Financial Analysis, Risk Management, Long Term Care Insurance, 401k, Financial Planning, Life Insurance
Education
The American College 2014 — 2015
CFP
North Carolina State University 1996 — 2006
Bachelor of Arts, Chemistry
Elise W. Wilson Elise W. Wilson's Merrill Lynch Experience February 2010 - June 2012
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2012 - Present
Merrill Lynch February 2010 - June 2012
Merrill Lynch June 2000 - October 2002
Merrill Lynch June 1997 - June 2000
Education
North Carolina State University
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
UBS July 2012 - Present
Merrill Lynch February 2010 - June 2012
Merrill Lynch June 2000 - October 2002
Merrill Lynch June 1997 - June 2000
Education
North Carolina State University
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Jackson Pierce Jackson Pierce's Merrill Lynch Experience August 2012 - December 2012
Job Proposal Analyst at PRA Health Sciences
Industry Financial Services
Experience
PRA Health Sciences December 2013 - Present
Credit Suisse May 2013 - December 2013
Chem Dry February 2011 - May 2013
Merrill Lynch August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Accounting, Windows, Team Leadership, Financial Modeling, Sales, Cold Calling
Education
North Carolina State University 2009 — 2013
Bachelor of Science (BS), Finance, General
PRA Health Sciences December 2013 - Present
Credit Suisse May 2013 - December 2013
Chem Dry February 2011 - May 2013
Merrill Lynch August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Accounting, Windows, Team Leadership, Financial Modeling, Sales, Cold Calling
Education
North Carolina State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Drew Rivas Drew Rivas's Merrill Lynch Experience October 2007 - April 2010
Job Custom Home Builder Licensed General Contractor
Industry Construction
Experience
Artistic Contractors Inc. April 2010 - Present
Artistic Contractors Inc. April 2010 - Present
Artistic Contractors February 2010 - February 2014
Keller Williams Real Estate April 2012 - June 2012
Merrill Lynch October 2007 - April 2010
Skills
Construction, Real Estate, Real Estate Development, Real Estate Transactions, Building Services, Construction Loans, Project Management, Residential Homes, Renovation, Foreclosures, Contractors, First Time Home Buyers, Sellers, Budgets, Leadership, Investments, FHA, Real Estate Economics, Credit, Property Management, Loans, Contract Negotiation, Mortgage Lending, Investment Properties, Commercial Real Estate, Asset Managment, Finance, New Home Sales, Real Estate Financing, Single Family Homes, Short Sales, Small Business
Education
Villanova University 2009 — 2010
Associate's degree, Project Management
North Carolina State University 2002 — 2006
BA, Communication
Artistic Contractors Inc. April 2010 - Present
Artistic Contractors Inc. April 2010 - Present
Artistic Contractors February 2010 - February 2014
Keller Williams Real Estate April 2012 - June 2012
Merrill Lynch October 2007 - April 2010
Skills
Construction, Real Estate, Real Estate Development, Real Estate Transactions, Building Services, Construction Loans, Project Management, Residential Homes, Renovation, Foreclosures, Contractors, First Time Home Buyers, Sellers, Budgets, Leadership, Investments, FHA, Real Estate Economics, Credit, Property Management, Loans, Contract Negotiation, Mortgage Lending, Investment Properties, Commercial Real Estate, Asset Managment, Finance, New Home Sales, Real Estate Financing, Single Family Homes, Short Sales, Small Business
Education
Villanova University 2009 — 2010
Associate's degree, Project Management
North Carolina State University 2002 — 2006
BA, Communication
Robert Rosengarten Robert Rosengarten's Merrill Lynch Experience January 2012 - June 2012
Job Teaching Assistant to Professor Arthur R. Miller at NYU School of Law
Industry Financial Services
Experience
New York University School of Law August 2015 - Present
New York University School of Law June 2015 - Present
Barington Capital Group January 2014 - May 2014
Swiss Post Solutions, Inc. June 2009 - May 2014
Merrill Lynch January 2012 - June 2012
Skills
Microsoft Excel, Editing, Blogging, WordPress, Writing, Research, Social Media, Social Networking, Community Outreach
Education
New York University School of Law 2014 — 2017
Juris Doctor (J.D.)
Queens College 2010 — 2014
B.A., English, Minor Economics, 4.0
New York University School of Law August 2015 - Present
New York University School of Law June 2015 - Present
Barington Capital Group January 2014 - May 2014
Swiss Post Solutions, Inc. June 2009 - May 2014
Merrill Lynch January 2012 - June 2012
Skills
Microsoft Excel, Editing, Blogging, WordPress, Writing, Research, Social Media, Social Networking, Community Outreach
Education
New York University School of Law 2014 — 2017
Juris Doctor (J.D.)
Queens College 2010 — 2014
B.A., English, Minor Economics, 4.0
Frank McSwain Jr's Merrill Lynch Experience 2003 - 2005
Job Director of Global Sales at NetResults Marketing Automation
Industry Computer Software
Experience
Net-Results May 2012 - Present
Transformation Yoga October 2009 - April 2012
SGM 2006 - 2009
Merrill Lynch 2003 - 2005
JP Morgan Chase 2001 - 2003
Lucent Technologies 1999 - 2000
Sigbro Construction/Park Homes 1996 - 1999
Ford Motor Company July 1992 - June 1996
Skills
CRM, Strategy, Marketing Strategy, Leadership, Strategic Planning, Marketing Automation, Sales Management, Marketing, Entrepreneurship, Lead Generation, Negotiation, Business Strategy, Building Relationships, Program Management, Public Speaking, Salesforce.com, SaaS, Key Account Management, New Business Development, Email Marketing, Training, Professional Services, Start-ups, Analytics, Thought Leadership, Strategic Partnerships, Online Marketing, Business Development, Change Management, Multi-channel Marketing, Direct Sales, Channel Sales, Demand Generation, Sales Process, Product Marketing, Dependable Team Player, Team Building, Recruiting, Networking, B2B, Closing Business, Channel Optimization, Channel Strategy, Wellness Coaching, Go-to-market Strategy, Online Advertising, B2B Marketing, Channel Partners, Microsoft Dynamics, SugarCRM
Education
University of Denver - Daniels College of Business 2002 — 2003
MBA, Business Ethics and Management
North Carolina State University 1987 — 1992
Bachelor of Arts (BA), Business Administration, Management and Operations
South Mecklenburg HS 1984 — 1987
Daniel Wright
Net-Results May 2012 - Present
Transformation Yoga October 2009 - April 2012
SGM 2006 - 2009
Merrill Lynch 2003 - 2005
JP Morgan Chase 2001 - 2003
Lucent Technologies 1999 - 2000
Sigbro Construction/Park Homes 1996 - 1999
Ford Motor Company July 1992 - June 1996
Skills
CRM, Strategy, Marketing Strategy, Leadership, Strategic Planning, Marketing Automation, Sales Management, Marketing, Entrepreneurship, Lead Generation, Negotiation, Business Strategy, Building Relationships, Program Management, Public Speaking, Salesforce.com, SaaS, Key Account Management, New Business Development, Email Marketing, Training, Professional Services, Start-ups, Analytics, Thought Leadership, Strategic Partnerships, Online Marketing, Business Development, Change Management, Multi-channel Marketing, Direct Sales, Channel Sales, Demand Generation, Sales Process, Product Marketing, Dependable Team Player, Team Building, Recruiting, Networking, B2B, Closing Business, Channel Optimization, Channel Strategy, Wellness Coaching, Go-to-market Strategy, Online Advertising, B2B Marketing, Channel Partners, Microsoft Dynamics, SugarCRM
Education
University of Denver - Daniels College of Business 2002 — 2003
MBA, Business Ethics and Management
North Carolina State University 1987 — 1992
Bachelor of Arts (BA), Business Administration, Management and Operations
South Mecklenburg HS 1984 — 1987
Daniel Wright
Abhishek Joshi Abhishek Joshi's Merrill Lynch Experience December 2006 - May 2007
Job Software Development Manager, Cloud Platforms
Industry Computer Software
Experience
NetSuite January 2013 - Present
Citrix Systems July 2011 - January 2013
Cloud.com (acquired by Citrix Systems) May 2010 - July 2011
Oracle USA June 2007 - May 2010
Merrill Lynch December 2006 - May 2007
Oracle USA May 2006 - August 2006
Financial Technologies India Ltd May 2005 - December 2005
Skills
Cloud Computing, Virtualization, Java, XML, Spring, Hibernate, JSON, Git, Scrum, Oracle, Software Development, Python, REST, MySQL, SOAP, Cloud Applications, Linux, Java Enterprise Edition, Integration, Agile Methodologies
Education
North Carolina State University 2005 — 2006
Masters, Computer Science
University of Mumbai 2001 — 2005
Bachelor of Engineering, Information Technology
NetSuite January 2013 - Present
Citrix Systems July 2011 - January 2013
Cloud.com (acquired by Citrix Systems) May 2010 - July 2011
Oracle USA June 2007 - May 2010
Merrill Lynch December 2006 - May 2007
Oracle USA May 2006 - August 2006
Financial Technologies India Ltd May 2005 - December 2005
Skills
Cloud Computing, Virtualization, Java, XML, Spring, Hibernate, JSON, Git, Scrum, Oracle, Software Development, Python, REST, MySQL, SOAP, Cloud Applications, Linux, Java Enterprise Edition, Integration, Agile Methodologies
Education
North Carolina State University 2005 — 2006
Masters, Computer Science
University of Mumbai 2001 — 2005
Bachelor of Engineering, Information Technology
Larry Korik Larry Korik's Merrill Lynch Experience July 1995 - July 1999
Job Java Developer
Industry Computer Software
Experience
Deutsche Bank March 2009 - Present
Citi Alternative Investments February 2008 - May 2009
Lehman Brothers November 2006 - February 2008
Nomura Securities September 2004 - November 2006
McGraw-Hill Companies December 1999 - September 2004
ING Baring Securities August 1999 - December 1999
Merrill Lynch July 1995 - July 1999
Skills
CSS, Crystal Reports, DHTML, Databases, JDBC, Java Enterprise Edition, Microsoft SQL Server, OLAP, SDLC, SQL, Software Project..., Struts, Sybase, Stored Procedures, Weblogic, XHTML, XML, ASP, Agile Methodologies, Business Analysis, Derivatives, DTS, Electronic Trading, EJB, Enterprise Architecture, Business Intelligence, IIS, HTML, Trading Systems
Education
New York University - Polytechnic School of Engineering 1991 — 1995
BS, Computer Science
Deutsche Bank March 2009 - Present
Citi Alternative Investments February 2008 - May 2009
Lehman Brothers November 2006 - February 2008
Nomura Securities September 2004 - November 2006
McGraw-Hill Companies December 1999 - September 2004
ING Baring Securities August 1999 - December 1999
Merrill Lynch July 1995 - July 1999
Skills
CSS, Crystal Reports, DHTML, Databases, JDBC, Java Enterprise Edition, Microsoft SQL Server, OLAP, SDLC, SQL, Software Project..., Struts, Sybase, Stored Procedures, Weblogic, XHTML, XML, ASP, Agile Methodologies, Business Analysis, Derivatives, DTS, Electronic Trading, EJB, Enterprise Architecture, Business Intelligence, IIS, HTML, Trading Systems
Education
New York University - Polytechnic School of Engineering 1991 — 1995
BS, Computer Science
Bill Peyton's Merrill Lynch Experience August 2012 - Present
Job Vice President PIA Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2012
Morgan Stanley January 2008 - July 2011
Morgan Stanley September 2002 - January 2008
NDB 1998 - 2000
Skills
Separately Managed..., Overlay Trading and..., Unified Managed Acounts, Manager On-Boarding, Business Relationship..., Client Service, Capital Markets, Trading, Advisory, Rep as PM Trainer, Mutual Funds, Exchange Traded Funds, Fixed Income Trading, Fixed Income Products, Program Management, Program Development, Sales Support, Series 7, Securities, Portfolio Management, Investment Advisory, Customer Relations, Managed Accounts, Fixed Income, Series 63, Alternative Investments, Wealth Management, Equities, Investments, Options, Bloomberg, Asset Allocation, Bonds, Asset Management, Risk Management, Investment Strategies, Series 24, Trading Systems, Product Development, Excel, Retirement, FINRA, SMA
Education
Niagara University 1989 — 1994
Bachelor of Arts, Sociology
Merrill Lynch August 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2012
Morgan Stanley January 2008 - July 2011
Morgan Stanley September 2002 - January 2008
NDB 1998 - 2000
Skills
Separately Managed..., Overlay Trading and..., Unified Managed Acounts, Manager On-Boarding, Business Relationship..., Client Service, Capital Markets, Trading, Advisory, Rep as PM Trainer, Mutual Funds, Exchange Traded Funds, Fixed Income Trading, Fixed Income Products, Program Management, Program Development, Sales Support, Series 7, Securities, Portfolio Management, Investment Advisory, Customer Relations, Managed Accounts, Fixed Income, Series 63, Alternative Investments, Wealth Management, Equities, Investments, Options, Bloomberg, Asset Allocation, Bonds, Asset Management, Risk Management, Investment Strategies, Series 24, Trading Systems, Product Development, Excel, Retirement, FINRA, SMA
Education
Niagara University 1989 — 1994
Bachelor of Arts, Sociology
H. Douglas Garfield H. Douglas Garfield's Merrill Lynch Experience October 1995 - October 1998
Job Senior Director, Global Customs & Trade at PepsiCo
Industry Consumer Goods
Experience
PepsiCo March 2004 - Present
PepsiCo,Inc. November 1999 - February 2004
PepsiCo October 1998 - October 1999
Merrill Lynch October 1995 - October 1998
Curtis, Mallet-Prevost, Colt & Mosle LLP October 1992 - October 1995
Simpson Thacher & Bartlett LLP 1986 - 1992
Education
New York University School of Law 1985 — 1986
LLM (Tax), Tax Law
University of Florida - Fredric G. Levin College of Law 1982 — 1985
JD, Law
University of Florida 1977 — 1981
BS (Actg), Accounting
PepsiCo March 2004 - Present
PepsiCo,Inc. November 1999 - February 2004
PepsiCo October 1998 - October 1999
Merrill Lynch October 1995 - October 1998
Curtis, Mallet-Prevost, Colt & Mosle LLP October 1992 - October 1995
Simpson Thacher & Bartlett LLP 1986 - 1992
Education
New York University School of Law 1985 — 1986
LLM (Tax), Tax Law
University of Florida - Fredric G. Levin College of Law 1982 — 1985
JD, Law
University of Florida 1977 — 1981
BS (Actg), Accounting
Mark Hebert's Merrill Lynch Experience September 2014 - Present
Job Merrill Lynch
Industry Banking
Experience
Merrill Lynch September 2014 - Present
Body By Vi Visalus June 2011 - Present
Alphagraphics Southside December 2008 - November 2012
Mast Trucking Inc June 2005 - June 2008
Spillman Technologies 1998 - 2000
Somersworth Police Department 1982 - 1994
Skills
Event Management, Facebook, Direct Marketing, Social Media Marketing, Small Business, Marketing, Marketing Strategy, Email Marketing, Public Speaking, Strategic Planning, Management, Online Marketing, Entrepreneurship, Social Networking, Team Building
Education
NHTI, Concord's Community College 1975 — 1976
Somersworth High School 1971 — 1975
Merrill Lynch September 2014 - Present
Body By Vi Visalus June 2011 - Present
Alphagraphics Southside December 2008 - November 2012
Mast Trucking Inc June 2005 - June 2008
Spillman Technologies 1998 - 2000
Somersworth Police Department 1982 - 1994
Skills
Event Management, Facebook, Direct Marketing, Social Media Marketing, Small Business, Marketing, Marketing Strategy, Email Marketing, Public Speaking, Strategic Planning, Management, Online Marketing, Entrepreneurship, Social Networking, Team Building
Education
NHTI, Concord's Community College 1975 — 1976
Somersworth High School 1971 — 1975
Carl Carlos Carl Carlos's Merrill Lynch Experience March 2003 - March 2009
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2009 - Present
Merrill Lynch March 2003 - March 2009
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Financial Services, Finance, Securities, Series 7, Estate Planning, Investment Advisory, Strategic Financial..., Series 63, Alternative Investments
Education
Mississippi College School of Law 1992 — 1995
JD, Litigation
Nicholls State University 1989 — 1992
BS, Economics, Pre-law
South Terrebonne High School 1986 — 1989
Raymond James March 2009 - Present
Merrill Lynch March 2003 - March 2009
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Financial Services, Finance, Securities, Series 7, Estate Planning, Investment Advisory, Strategic Financial..., Series 63, Alternative Investments
Education
Mississippi College School of Law 1992 — 1995
JD, Litigation
Nicholls State University 1989 — 1992
BS, Economics, Pre-law
South Terrebonne High School 1986 — 1989
Tony Dorval, CFP® Tony Dorval, CFP®'s Merrill Lynch Experience January 1999 - March 2003
Job Branch Manager, Senior Vice President at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot September 2013 - Present
New England Financial March 2003 - September 2013
Merrill Lynch January 1999 - March 2003
New Missions 1988 - 1998
Skills
Risk Management, Investments, Investment Advisory, Retirement, Process Improvement, IRAs, Securities, Retirement Planning, Finance
Education
Nichols College 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Moors & Cabot September 2013 - Present
New England Financial March 2003 - September 2013
Merrill Lynch January 1999 - March 2003
New Missions 1988 - 1998
Skills
Risk Management, Investments, Investment Advisory, Retirement, Process Improvement, IRAs, Securities, Retirement Planning, Finance
Education
Nichols College 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Lawrence Locke Lawrence Locke's Merrill Lynch Experience June 2009 - August 2009
Job Assistant Media Specialist at DCPS
Industry Education Management
Experience
DCPS December 2011 - Present
Forest Park High School September 2010 - December 2011
North Carolina A&T State University June 2010 - September 2010
Merrill Lynch June 2009 - August 2009
Skills
Marketing, Office Management, Project Coordination, Administrative..., Public Speaking, Social Media, Educational Technology, Educational Leadership, Instructional Technology, Editing, Instructional Design, Classroom, Literacy, Teaching
Education
North Carolina Agricultural and Technical State University 2006 — 2010
Bachelor of Science (BS), Marketing, 3.7
DCPS December 2011 - Present
Forest Park High School September 2010 - December 2011
North Carolina A&T State University June 2010 - September 2010
Merrill Lynch June 2009 - August 2009
Skills
Marketing, Office Management, Project Coordination, Administrative..., Public Speaking, Social Media, Educational Technology, Educational Leadership, Instructional Technology, Editing, Instructional Design, Classroom, Literacy, Teaching
Education
North Carolina Agricultural and Technical State University 2006 — 2010
Bachelor of Science (BS), Marketing, 3.7
Joy Mickle, MPA Joy Mickle, MPA's Merrill Lynch Experience February 1999 - January 2000
Job Founder and Lead Consultant, Iveywood Consulting
Industry Management Consulting
Experience
Iveywood Consulting November 2012 - Present
Anesnah Communications Studio April 2013 - June 2014
YMCA of the Triangle - Yoga Instructor April 2007 - February 2014
City of Durham - Office of Economic and Workforce Development September 2006 - April 2013
City of Durham November 2004 - September 2006
Durham Public Schools Omuteko Gwamaziima Charter School August 2003 - May 2004
The Link Magazine April 2002 - June 2003
Freelance / Graphic Design Services June 2001 - January 2002
Duke Clinical Research Institute September 2000 - November 2001
Merrill Lynch February 1999 - January 2000
Skills
Graphic Design, Adobe Creative Suite, Microsoft Office, Certified Yoga..., Meditation Instructor, Community Outreach, Meditation, Non-profits, Photoshop, Marketing, Economic Development, Marketing Communications, Social Networking, Fundraising, Public Speaking, Leadership, Public Relations, Nonprofits, Government, Program Development, Policy, Event Management, Advertising, Customer Service, Event Planning, Project Planning, Management, Proposal Writing, Budgets, Marketing Strategy, Business Development, Strategic Partnerships, Social Media, Analysis, Strategic Planning, Grant Writing, Program Management, Negotiation, Organizational...
Education
Washington University in St. Louis 1992 — 1996
BA, History, African and African American Studies
North Carolina Central University 2004 — 2008
Master's in Public Administration, Public Administration, Community and Economic Development
Northern High School 1989 — 1992
High School Diploma
Walden University 2014 — 2017
Doctor of Philosophy (Ph.D.), Public Policy
Iveywood Consulting November 2012 - Present
Anesnah Communications Studio April 2013 - June 2014
YMCA of the Triangle - Yoga Instructor April 2007 - February 2014
City of Durham - Office of Economic and Workforce Development September 2006 - April 2013
City of Durham November 2004 - September 2006
Durham Public Schools Omuteko Gwamaziima Charter School August 2003 - May 2004
The Link Magazine April 2002 - June 2003
Freelance / Graphic Design Services June 2001 - January 2002
Duke Clinical Research Institute September 2000 - November 2001
Merrill Lynch February 1999 - January 2000
Skills
Graphic Design, Adobe Creative Suite, Microsoft Office, Certified Yoga..., Meditation Instructor, Community Outreach, Meditation, Non-profits, Photoshop, Marketing, Economic Development, Marketing Communications, Social Networking, Fundraising, Public Speaking, Leadership, Public Relations, Nonprofits, Government, Program Development, Policy, Event Management, Advertising, Customer Service, Event Planning, Project Planning, Management, Proposal Writing, Budgets, Marketing Strategy, Business Development, Strategic Partnerships, Social Media, Analysis, Strategic Planning, Grant Writing, Program Management, Negotiation, Organizational...
Education
Washington University in St. Louis 1992 — 1996
BA, History, African and African American Studies
North Carolina Central University 2004 — 2008
Master's in Public Administration, Public Administration, Community and Economic Development
Northern High School 1989 — 1992
High School Diploma
Walden University 2014 — 2017
Doctor of Philosophy (Ph.D.), Public Policy
Jacob Keating Jacob Keating's Merrill Lynch Experience June 2015 - August 2015
Job Student at North Carolina State University
Industry
Experience
Dynamic Performance Sports June 2013 - Present
Merrill Lynch June 2015 - August 2015
adidas June 2014 - August 2014
AUTOBELL Car Wash April 2012 - May 2014
Skills
Customer Satisfaction, Sales, Social Networking, International Sports..., International Project..., People Skills, Social Media Marketing, Retail, Inventory Management, Marketing, Advertising, Team Building
Education
North Carolina State University 2012 — 2015
Business Administration - Finance Concentration
University of North Carolina at Charlotte 2011 — 2012
Pre-Business
Dynamic Performance Sports June 2013 - Present
Merrill Lynch June 2015 - August 2015
adidas June 2014 - August 2014
AUTOBELL Car Wash April 2012 - May 2014
Skills
Customer Satisfaction, Sales, Social Networking, International Sports..., International Project..., People Skills, Social Media Marketing, Retail, Inventory Management, Marketing, Advertising, Team Building
Education
North Carolina State University 2012 — 2015
Business Administration - Finance Concentration
University of North Carolina at Charlotte 2011 — 2012
Pre-Business
Michael Batten, MD's Merrill Lynch Experience May 2006 - February 2008
Job Healthcare and Investment Executive
Industry Investment Management
Experience
Pharmaceutical, Biotechnology, and Financial Services March 2008 - Present
Merrill Lynch May 2006 - February 2008
Caxton Health Holdings October 2004 - 2005
Pfizer August 2001 - September 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance and Healthcare Managment
University of North Carolina at Chapel Hill School of Medicine 1993 — 1997
MD, Doctor of Medicine
North Carolina State University 1989 — 1993
BS, Mechanical Engineering
SUNY Levin Institute
Pharmaceutical, Biotechnology, and Financial Services March 2008 - Present
Merrill Lynch May 2006 - February 2008
Caxton Health Holdings October 2004 - 2005
Pfizer August 2001 - September 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance and Healthcare Managment
University of North Carolina at Chapel Hill School of Medicine 1993 — 1997
MD, Doctor of Medicine
North Carolina State University 1989 — 1993
BS, Mechanical Engineering
SUNY Levin Institute
Vipul Gautam's Merrill Lynch Experience January 2009 - March 2013
Job Vice President, Senior Manager Research Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley March 2013 - August 2013
Merrill Lynch January 2009 - March 2013
Merrill Lynch May 2008 - June 2009
Merrill Lynch September 2007 - January 2009
Merrill Lynch September 2005 - September 2007
Merrill Lynch June 2004 - August 2004
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Wealth Management, Asset Managment, Asset Allocation, Portfolio Management, Analysis, Financial Modeling, Investments, Mutual Funds, Asset Management, Investment Management, Due Diligence, Private Equity, Financial Advisory
Education
New York University - Polytechnic School of Engineering 2002 — 2005
Master's Degree, Computer Engineering, 4.0/4.0
Morgan Stanley September 2013 - Present
Morgan Stanley March 2013 - August 2013
Merrill Lynch January 2009 - March 2013
Merrill Lynch May 2008 - June 2009
Merrill Lynch September 2007 - January 2009
Merrill Lynch September 2005 - September 2007
Merrill Lynch June 2004 - August 2004
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Wealth Management, Asset Managment, Asset Allocation, Portfolio Management, Analysis, Financial Modeling, Investments, Mutual Funds, Asset Management, Investment Management, Due Diligence, Private Equity, Financial Advisory
Education
New York University - Polytechnic School of Engineering 2002 — 2005
Master's Degree, Computer Engineering, 4.0/4.0
Larissa Kravanja's Merrill Lynch Experience July 2005 - July 2008
Job Associate at Fried, Frank, Harris, Shriver & Jacobson LLP
Industry Law Practice
Experience
Fried Frank September 2015 - Present
Hunton & Williams LLP November 2012 - July 2015
Mark David & Company February 2009 - August 2009
Merrill Lynch July 2005 - July 2008
Skills
Real Estate, Negotiation, Legal Research, Legal Writing, Project Planning, Diversity & Inclusion, Commercial Litigation, Due Diligence, Securities, Westlaw, Private Equity, Capital Markets
Education
New York University School of Law 2009 — 2012
Juris Doctorate
University of Virginia 2001 — 2005
Bachelor of Arts (BA)
Fried Frank September 2015 - Present
Hunton & Williams LLP November 2012 - July 2015
Mark David & Company February 2009 - August 2009
Merrill Lynch July 2005 - July 2008
Skills
Real Estate, Negotiation, Legal Research, Legal Writing, Project Planning, Diversity & Inclusion, Commercial Litigation, Due Diligence, Securities, Westlaw, Private Equity, Capital Markets
Education
New York University School of Law 2009 — 2012
Juris Doctorate
University of Virginia 2001 — 2005
Bachelor of Arts (BA)
Mel Demetrius Young's Merrill Lynch Experience 1992 - 2000
Job Vice President at Pershing LLC
Industry Financial Services
Experience
Pershing LLC Project Manager / Business AnalystPershing, LLC, Bank of New York Mellon2006 - Present
Bank of New York Mellon - Pershing, LLC 2006 - Present
Morgan Stanley 2002 - 2006
Prudential Securities 2000 - 2002
Merrill Lynch 1992 - 2000
Skills
Program Management, Business Requirements, Requirements Analysis, Management, Project Delivery, Analysis, Business Analysis, Equities, Financial Services, Fixed Income, PMO, Portfolio Management, Process Improvement, Quality Assurance, Risk Management, SDLC, Securities, Series 7, Trading Systems, Vendor Management
Education
Norfolk State University 1987 — 1989
Girard College 1979 — 1987
Pershing LLC Project Manager / Business AnalystPershing, LLC, Bank of New York Mellon2006 - Present
Bank of New York Mellon - Pershing, LLC 2006 - Present
Morgan Stanley 2002 - 2006
Prudential Securities 2000 - 2002
Merrill Lynch 1992 - 2000
Skills
Program Management, Business Requirements, Requirements Analysis, Management, Project Delivery, Analysis, Business Analysis, Equities, Financial Services, Fixed Income, PMO, Portfolio Management, Process Improvement, Quality Assurance, Risk Management, SDLC, Securities, Series 7, Trading Systems, Vendor Management
Education
Norfolk State University 1987 — 1989
Girard College 1979 — 1987
Alina Naroditskaya's Merrill Lynch Experience July 1996 - July 1997
Job VP at Bank Of NY
Industry Computer Software
Experience
Bank Of NY August 1997 - Present
Merrill Lynch July 1996 - July 1997
SIAC 1995 - 1996
Citibank (111 Wall Street) 1993 - 1995
Skills
Bloomberg, Business Analysis, C, Derivatives, Fixed Income, Hedge Funds, Multithreading, SDLC, SQL, Sockets, Trading Systems, UML, Unix, Market Data, CORBA, C
Education
New York University - Polytechnic School of Engineering 1989 — 1992
BS, Computer Science
Bank Of NY August 1997 - Present
Merrill Lynch July 1996 - July 1997
SIAC 1995 - 1996
Citibank (111 Wall Street) 1993 - 1995
Skills
Bloomberg, Business Analysis, C, Derivatives, Fixed Income, Hedge Funds, Multithreading, SDLC, SQL, Sockets, Trading Systems, UML, Unix, Market Data, CORBA, C
Education
New York University - Polytechnic School of Engineering 1989 — 1992
BS, Computer Science
Andrew J Rodolico's Merrill Lynch Experience 1999 - 2003
Job Software Architect at Northrop Grumman Corporation
Industry Information Technology and Services
Experience
Northrop Grumman Corporation January 2005 - Present
Credit Suisse 2004 - 2005
Merrill Lynch 1999 - 2003
Bloomberg LP 1994 - 1999
Sperry Univac 1973 - 1993
Skills
Software Engineering, Software Development, Systems Engineering, Java, System Architecture, XML, Linux, Unix, Object Oriented Design, Integration, Customer Service, C++/C, Ada programming, Assembly Language, Device Drivers, Testing, DoD, Requirements Analysis, Requirements Management, Security Clearance
Education
Brooklyn Technical High School
Electrical
Polytechnic University
Master of Science (MS), EE/CompSci
Northrop Grumman Corporation January 2005 - Present
Credit Suisse 2004 - 2005
Merrill Lynch 1999 - 2003
Bloomberg LP 1994 - 1999
Sperry Univac 1973 - 1993
Skills
Software Engineering, Software Development, Systems Engineering, Java, System Architecture, XML, Linux, Unix, Object Oriented Design, Integration, Customer Service, C++/C, Ada programming, Assembly Language, Device Drivers, Testing, DoD, Requirements Analysis, Requirements Management, Security Clearance
Education
Brooklyn Technical High School
Electrical
Polytechnic University
Master of Science (MS), EE/CompSci
Kay Aprea's Merrill Lynch Experience September 2011 - June 2013
Job Senior Vice President and Regional Fiduciary Advisor
Industry Financial Services
Experience
U.S. Trust June 2013 - Present
Merrill Lynch September 2011 - June 2013
Merrill Lynch January 2010 - September 2011
Lowenstein Sandler PC 2009 - February 2010
Merrill Lynch October 2007 - January 2009
Fox Rothschild LLP April 2003 - October 2007
Levine DeSantis & Associates 2001 - 2003
Wilentz, Goldman & Spitzer 1999 - 2000
Skills
Corporate Governance, Estate Planning, Legal Research, Corporate Law, Tax, Financial Regulation, Legal Writing, Legal Advice, Trusts, Due Diligence, Wealth, High Net Worth..., Estate Administration, Estate Law, Financial Services, Policy, Wills, Fiduciary
Education
New York University School of Law 2003 — 2005
LLM, Taxation
Rutgers University School of Law - Newark 1996 — 1999
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (B.A.), English Literature
Rutherford High School 1986 — 1990
HS, High School
U.S. Trust June 2013 - Present
Merrill Lynch September 2011 - June 2013
Merrill Lynch January 2010 - September 2011
Lowenstein Sandler PC 2009 - February 2010
Merrill Lynch October 2007 - January 2009
Fox Rothschild LLP April 2003 - October 2007
Levine DeSantis & Associates 2001 - 2003
Wilentz, Goldman & Spitzer 1999 - 2000
Skills
Corporate Governance, Estate Planning, Legal Research, Corporate Law, Tax, Financial Regulation, Legal Writing, Legal Advice, Trusts, Due Diligence, Wealth, High Net Worth..., Estate Administration, Estate Law, Financial Services, Policy, Wills, Fiduciary
Education
New York University School of Law 2003 — 2005
LLM, Taxation
Rutgers University School of Law - Newark 1996 — 1999
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (B.A.), English Literature
Rutherford High School 1986 — 1990
HS, High School
Alex Pang, CFA's Merrill Lynch Experience 2000 - 2001
Job Senior Quantitative Analyst, Ellington Management Group
Industry Capital Markets
Experience
Ellington Management Group March 2012 - Present
Ally Financial February 2010 - March 2012
Plainfield Asset Management May 2007 - February 2010
C-BASS April 2004 - May 2007
Lehman Brothers June 2001 - April 2004
Merrill Lynch 2000 - 2001
FINCAD 1998 - 2000
Nuclear Theory Center, Indiana University 1995 - 1996
Skills
Valuation, Structured Products, Portfolio Management, Fixed Income, Analytics, Risk Management, Quantitative Finance, Investment Strategies, Quantitative Analytics, Hedge Funds, Finance, Derivatives, Investments, Equities, Bloomberg
Education
North Carolina State University
PhD, Nuclear/Particles Physics
The University of British Columbia
MS, Computer Science
Ellington Management Group March 2012 - Present
Ally Financial February 2010 - March 2012
Plainfield Asset Management May 2007 - February 2010
C-BASS April 2004 - May 2007
Lehman Brothers June 2001 - April 2004
Merrill Lynch 2000 - 2001
FINCAD 1998 - 2000
Nuclear Theory Center, Indiana University 1995 - 1996
Skills
Valuation, Structured Products, Portfolio Management, Fixed Income, Analytics, Risk Management, Quantitative Finance, Investment Strategies, Quantitative Analytics, Hedge Funds, Finance, Derivatives, Investments, Equities, Bloomberg
Education
North Carolina State University
PhD, Nuclear/Particles Physics
The University of British Columbia
MS, Computer Science
Kinnari Mehta's Merrill Lynch Experience 2007 - 2007
Job Sr. Business Analyst at The College Board
Industry Financial Services
Experience
The College Board 2015 - Present
K12 May 2014 - March 2015
The College Board 2015 - 2015
Verizon Wireless March 2013 - April 2014
Ernst & Young LLP. June 2011 - December 2012
NYC Department of Education October 2008 - December 2010
Morgan Stanley October 2007 - August 2008
Merrill Lynch 2007 - 2007
Fannie Mae 2006 - 2007
Freddie Mac 2005 - 2006
Skills
SDLC, Business Analysis, Project Management, Project Portfolio..., IT Strategy, Requirements Gathering, Visio, Business Requirements, Business Process..., Requirements Analysis, PMO, Business Process, Vendor Management, Business Intelligence, Software Project..., PMP
Education
New York University - Polytechnic School of Engineering 2002 — 2004
M.S, Electrical Engineering
Sardar Patel University 1997 — 2001
B.E., Electronics and Communication
Auxilium Convent
The College Board 2015 - Present
K12 May 2014 - March 2015
The College Board 2015 - 2015
Verizon Wireless March 2013 - April 2014
Ernst & Young LLP. June 2011 - December 2012
NYC Department of Education October 2008 - December 2010
Morgan Stanley October 2007 - August 2008
Merrill Lynch 2007 - 2007
Fannie Mae 2006 - 2007
Freddie Mac 2005 - 2006
Skills
SDLC, Business Analysis, Project Management, Project Portfolio..., IT Strategy, Requirements Gathering, Visio, Business Requirements, Business Process..., Requirements Analysis, PMO, Business Process, Vendor Management, Business Intelligence, Software Project..., PMP
Education
New York University - Polytechnic School of Engineering 2002 — 2004
M.S, Electrical Engineering
Sardar Patel University 1997 — 2001
B.E., Electronics and Communication
Auxilium Convent
Connie H. Chung's Merrill Lynch Experience May 2001 - August 2001
Job Assistant Global General Counsel
Industry Legal Services
Experience
kgb May 2008 - March 2011
kgb May 2008 - June 2010
Colgate Palmolive February 2006 - May 2008
Debevoise & Plimpton September 2002 - January 2006
Merrill Lynch May 2001 - August 2001
Skills
Due Diligence, Mergers, Mergers & Acquisitions, Equities, Corporate Governance, Capital Markets, Corporate Law
Education
New York University School of Law 1998 — 2002
JD, Law
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Pennsylvania 1993 — 1997
BA, International Relations, Economics
kgb May 2008 - March 2011
kgb May 2008 - June 2010
Colgate Palmolive February 2006 - May 2008
Debevoise & Plimpton September 2002 - January 2006
Merrill Lynch May 2001 - August 2001
Skills
Due Diligence, Mergers, Mergers & Acquisitions, Equities, Corporate Governance, Capital Markets, Corporate Law
Education
New York University School of Law 1998 — 2002
JD, Law
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Pennsylvania 1993 — 1997
BA, International Relations, Economics
Robert Ribarik's Merrill Lynch Experience 2002 - 2003
Job Computer Software Professional
Industry Computer Software
Experience
Instinet 2004 - 2005
Merrill Lynch 2002 - 2003
Herzog Heine Geduld 1995 - 2002
FD Consulting 1990 - 1995
Education
New York University - Polytechnic School of Engineering
Instinet 2004 - 2005
Merrill Lynch 2002 - 2003
Herzog Heine Geduld 1995 - 2002
FD Consulting 1990 - 1995
Education
New York University - Polytechnic School of Engineering
Vadim Shulkin's Merrill Lynch Experience October 2001 - December 2003
Job UNIX Engineer
Industry Hospital & Health Care
Experience
NYU Langone Medical Center April 2011 - Present
Credit Suisse January 2010 - May 2011
Citibank, NA May 2006 - January 2010
Lehman Brothers October 2005 - May 2006
Barclays Capital July 2004 - October 2005
Investment Banking technology services January 2004 - July 2004
Merrill Lynch October 2001 - December 2003
Merrill Lynch 2001 - 2003
JPMorganChase January 2001 - September 2001
Deutsche Bank 2000 - 2001
Skills
Solaris, Unix, Perl, Networking, Oracle, Switches, IIS
Education
New York University - Polytechnic School of Engineering 1998 — 2002
New York University - Polytechnic School of Engineering
BS, Computer Science
New York University - Polytechnic School of Engineering
Electrical Engineering
NYU Langone Medical Center April 2011 - Present
Credit Suisse January 2010 - May 2011
Citibank, NA May 2006 - January 2010
Lehman Brothers October 2005 - May 2006
Barclays Capital July 2004 - October 2005
Investment Banking technology services January 2004 - July 2004
Merrill Lynch October 2001 - December 2003
Merrill Lynch 2001 - 2003
JPMorganChase January 2001 - September 2001
Deutsche Bank 2000 - 2001
Skills
Solaris, Unix, Perl, Networking, Oracle, Switches, IIS
Education
New York University - Polytechnic School of Engineering 1998 — 2002
New York University - Polytechnic School of Engineering
BS, Computer Science
New York University - Polytechnic School of Engineering
Electrical Engineering
Roman Berenblit's Merrill Lynch Experience August 2008 - October 2008
Job Implementation Engineer at Bank of America (Consultant)
Industry Financial Services
Experience
Infosys September 2012 - Present
Bank of America June 2010 - April 2012
TEKsystems January 2009 - June 2010
Merrill Lynch August 2008 - October 2008
DTCC February 1998 - February 2008
Skills
Disaster Recovery, Data Center, Active Directory, SAN, Software Documentation, Servers, Storage, VMware, VMware ESX, Operating Systems, Technical Support, Databases, Oracle, Networking, Hardware, Enterprise Architecture, Security, Vendor Management
Education
Polytechnic University 2006 — 2008
Bachelor of Science (B.S.), Electrical Engineering
Polytechnic University 1996 — 1998
BS, EE
Infosys September 2012 - Present
Bank of America June 2010 - April 2012
TEKsystems January 2009 - June 2010
Merrill Lynch August 2008 - October 2008
DTCC February 1998 - February 2008
Skills
Disaster Recovery, Data Center, Active Directory, SAN, Software Documentation, Servers, Storage, VMware, VMware ESX, Operating Systems, Technical Support, Databases, Oracle, Networking, Hardware, Enterprise Architecture, Security, Vendor Management
Education
Polytechnic University 2006 — 2008
Bachelor of Science (B.S.), Electrical Engineering
Polytechnic University 1996 — 1998
BS, EE
Avram D. White's Merrill Lynch Experience January 2006 - April 2009
Job Litigation Support Employment Law Merrill Lynch / Bank of America
Industry Legal Services
Experience
Law Office of Avram White 2011 - Present
Merrill Lynch January 2006 - April 2009
New York Legal Assistance Group September 2004 - April 2005
Education
Seton Hall University School of Law 2000 — 2004
Juris Doctorate
North Carolina Agricultural and Technical State University
BA, Political Science
University of North Carolina at Greensboro
Law Office of Avram White 2011 - Present
Merrill Lynch January 2006 - April 2009
New York Legal Assistance Group September 2004 - April 2005
Education
Seton Hall University School of Law 2000 — 2004
Juris Doctorate
North Carolina Agricultural and Technical State University
BA, Political Science
University of North Carolina at Greensboro
Vinayak Javaly's Merrill Lynch Experience 2001 - 2001
Job Data Scientist at Lenddo
Industry Financial Services
Experience
Lenddo 2013 - Present
EveryScreen Media 2011 - 2013
OrganizedWisdom 2011 - 2011
Xtify 2010 - 2011
New York Institute of Technology 2002 - 2011
Milabra 2009 - 2010
Susquehanna International Group (SIG) 2008 - 2009
Monitor110 2006 - 2008
Fiduciary Trust Company International 2001 - 2006
Merrill Lynch 2001 - 2001
Skills
Databases, SQL, JavaScript, Distributed Systems, Agile Methodologies, MySQL, Operating Systems, Python, Java, MongoDB, Software Development, Apache, Git, Bash, Perl, PostgreSQL
Education
New York University - Polytechnic School of Engineering 1988 — 1991
MS, Computer Science
Stony Brook University 1978 — 1982
BS, Computer Science & Economics
Lenddo 2013 - Present
EveryScreen Media 2011 - 2013
OrganizedWisdom 2011 - 2011
Xtify 2010 - 2011
New York Institute of Technology 2002 - 2011
Milabra 2009 - 2010
Susquehanna International Group (SIG) 2008 - 2009
Monitor110 2006 - 2008
Fiduciary Trust Company International 2001 - 2006
Merrill Lynch 2001 - 2001
Skills
Databases, SQL, JavaScript, Distributed Systems, Agile Methodologies, MySQL, Operating Systems, Python, Java, MongoDB, Software Development, Apache, Git, Bash, Perl, PostgreSQL
Education
New York University - Polytechnic School of Engineering 1988 — 1991
MS, Computer Science
Stony Brook University 1978 — 1982
BS, Computer Science & Economics
Ray Beckett's Merrill Lynch Experience 1998 - 1999
Job CFP
Industry Financial Services
Experience
- 2008 - Present
Merrill Lynch 1998 - 1999
National Decision Systems January 1995 - August 1998
LILCO June 1986 - November 1990
Skills
Account Management, Business Development
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance and International Business
New York University - Polytechnic School of Engineering 1982 — 1986
BS, Electrical Engineering
- 2008 - Present
Merrill Lynch 1998 - 1999
National Decision Systems January 1995 - August 1998
LILCO June 1986 - November 1990
Skills
Account Management, Business Development
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance and International Business
New York University - Polytechnic School of Engineering 1982 — 1986
BS, Electrical Engineering
Richard Dirks's Merrill Lynch Experience January 1996 - May 1997
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. Project Lead, Business Transformation OfficeDTCCJuly 2011 - October 2014
DTCC July 2008 - July 2011
DTCC February 2006 - July 2011
SIAC/NYSE Euronext March 1997 - February 2006
Merrill Lynch January 1996 - May 1997
Skills
IT Service Management, ITIL, SDLC, Business Transformation, Vendor Management, IT Strategy, Business Analysis, Disaster Recovery, PMP, Enterprise Architecture, Program Management, PMO, Requirements Analysis, Visio, IT Management, Project Portfolio..., Software Project..., Risk Management, Process Improvement, Data Center, Governance, Business Process..., Project Management, Databases, Outsourcing, Integration, Software Development, Requirements Gathering
Education
Polytechnic University 2001 — 2002
MS
Penn State University 1987 — 1991
BS
JPMorgan Chase & Co. Project Lead, Business Transformation OfficeDTCCJuly 2011 - October 2014
DTCC July 2008 - July 2011
DTCC February 2006 - July 2011
SIAC/NYSE Euronext March 1997 - February 2006
Merrill Lynch January 1996 - May 1997
Skills
IT Service Management, ITIL, SDLC, Business Transformation, Vendor Management, IT Strategy, Business Analysis, Disaster Recovery, PMP, Enterprise Architecture, Program Management, PMO, Requirements Analysis, Visio, IT Management, Project Portfolio..., Software Project..., Risk Management, Process Improvement, Data Center, Governance, Business Process..., Project Management, Databases, Outsourcing, Integration, Software Development, Requirements Gathering
Education
Polytechnic University 2001 — 2002
MS
Penn State University 1987 — 1991
BS
C. David Kaye, CRPC's Merrill Lynch Experience July 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Consumer Goods
Experience
Merrill Lynch July 2009 - Present
Wells Fargo Advisors, LLC May 2008 - July 2009
Conway Capital Management September 2004 - January 2008
Education
Northeastern University 1975 — 1976
MBA Program
Nichols College 1971 — 1975
BS, Finance
Merrill Lynch July 2009 - Present
Wells Fargo Advisors, LLC May 2008 - July 2009
Conway Capital Management September 2004 - January 2008
Education
Northeastern University 1975 — 1976
MBA Program
Nichols College 1971 — 1975
BS, Finance
Erica Gut's Merrill Lynch Experience June 2002 - June 2011
Job Managing Director at PwC
Industry Financial Services
Experience
PwC August 2011 - Present
Merrill Lynch June 2002 - June 2011
Enron 2000 - 2002
Skills
Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Capital Markets, Derivatives, Corporate Finance, Fixed Income, Due Diligence, Alternative Investments, Financial Structuring, Structured Finance
Education
New York University School of Law 1981 — 1983
LLM, Taxation
New York University School of Law 1974 — 1977
JD, Law
University of Leeds 1971 — 1974
BA, Politics
PwC August 2011 - Present
Merrill Lynch June 2002 - June 2011
Enron 2000 - 2002
Skills
Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Capital Markets, Derivatives, Corporate Finance, Fixed Income, Due Diligence, Alternative Investments, Financial Structuring, Structured Finance
Education
New York University School of Law 1981 — 1983
LLM, Taxation
New York University School of Law 1974 — 1977
JD, Law
University of Leeds 1971 — 1974
BA, Politics
James Morel's Merrill Lynch Experience 1989 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management February 2004 - November 2007
UBS Financial Services Inc. 2004 - 2007
Merrill Lynch 1989 - 2003
Merrill Lynch, Pierce, Fenner & Smith Inc. 1989 - 2003
Education
New York University School of Law 1978 — 1983
UBS Wealth Management February 2004 - November 2007
UBS Financial Services Inc. 2004 - 2007
Merrill Lynch 1989 - 2003
Merrill Lynch, Pierce, Fenner & Smith Inc. 1989 - 2003
Education
New York University School of Law 1978 — 1983
Elise Kohn's Merrill Lynch Experience September 2004 - March 2008
Job Program Director & Senior Advisor, Office of Information Technology at Duke University
Industry Information Technology and Services
Experience
Duke University April 2013 - Present
History Associates Incorporated March 2014 - Present
Gig.U: The University Community Next Generation Innovation Project May 2011 - February 2012
Federal Communications Commission May 2010 - May 2011
Federal Communications Commission August 2009 - May 2010
Presidential Inaugural Committee 2009 December 2008 - January 2009
Obama for America April 2008 - November 2008
Merrill Lynch September 2004 - March 2008
Latham & Watkins 2001 - 2003
History Associates Incorporated 1997 - 1999
Skills
Financial Modeling, Mergers, Due Diligence, Private Equity, Strategy, Investment Banking, Management, Creative Problem Solving, Policy Analysis, Policy, Capital Markets, Emerging Markets, Mergers & Acquisitions, Public Policy, Economics, Venture Capital, Budgets
Education
New York University School of Law 2000 — 2004
New York University - Leonard N. Stern School of Business
Duke University April 2013 - Present
History Associates Incorporated March 2014 - Present
Gig.U: The University Community Next Generation Innovation Project May 2011 - February 2012
Federal Communications Commission May 2010 - May 2011
Federal Communications Commission August 2009 - May 2010
Presidential Inaugural Committee 2009 December 2008 - January 2009
Obama for America April 2008 - November 2008
Merrill Lynch September 2004 - March 2008
Latham & Watkins 2001 - 2003
History Associates Incorporated 1997 - 1999
Skills
Financial Modeling, Mergers, Due Diligence, Private Equity, Strategy, Investment Banking, Management, Creative Problem Solving, Policy Analysis, Policy, Capital Markets, Emerging Markets, Mergers & Acquisitions, Public Policy, Economics, Venture Capital, Budgets
Education
New York University School of Law 2000 — 2004
New York University - Leonard N. Stern School of Business
Joe Forrester's Merrill Lynch Experience 1995 - 1999
Job Counsel at Edwards Wildman Palmer LLP
Industry Law Practice
Experience
Locke Lord LLP June 2008 - Present
UBS 1999 - 2008
UBS Investment Bank 1999 - 2008
Merrill Lynch 1995 - 1999
Credit Suisse 1991 - 1995
CS First Boston 1991 - 1995
Dewey Ballantine LLP 1981 - 1991
Education
New York University School of Law 1974 — 1977
LL.M., Taxation
University of Virginia School of Law 1969 — 1973
J.D.
Tulane University 1965 — 1969
B.A., Political Science
Locke Lord LLP June 2008 - Present
UBS 1999 - 2008
UBS Investment Bank 1999 - 2008
Merrill Lynch 1995 - 1999
Credit Suisse 1991 - 1995
CS First Boston 1991 - 1995
Dewey Ballantine LLP 1981 - 1991
Education
New York University School of Law 1974 — 1977
LL.M., Taxation
University of Virginia School of Law 1969 — 1973
J.D.
Tulane University 1965 — 1969
B.A., Political Science
Maksim Magidov's Merrill Lynch Experience July 2004 - May 2005
Job Master IT Specialist
Industry Information Technology and Services
Experience
Morgan Stanley June 2005 - Present
Merrill Lynch July 2004 - May 2005
NASDAQ January 2000 - September 2003
Skills
SharePoint, XP, Operating Systems, Troubleshooting, Unix, Data Center, SQL, Software Documentation, Technical Support, Software Installation, Testing, System Deployment, Blackberry Enterprise..., Windows XP, ITIL, VMware, Servers
Education
Polytechnic University 1998 — 1999
Computer and Information Sciences, General
FDR High school
Morgan Stanley June 2005 - Present
Merrill Lynch July 2004 - May 2005
NASDAQ January 2000 - September 2003
Skills
SharePoint, XP, Operating Systems, Troubleshooting, Unix, Data Center, SQL, Software Documentation, Technical Support, Software Installation, Testing, System Deployment, Blackberry Enterprise..., Windows XP, ITIL, VMware, Servers
Education
Polytechnic University 1998 — 1999
Computer and Information Sciences, General
FDR High school
Laura Corra's Merrill Lynch Experience 2002 - 2004
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch 2005 - Present
Merrill Lynch 2002 - 2004
Merrill Lynch 1996 - 2002
Skills
Business Analysis, SDLC, Project Management, Business Process Design, Investment Banking, Capital Markets, UML, Software Project..., Requirements Gathering, Requirements Analysis, Business Requirements, Business Process, User Acceptance Testing, Resource Management, Business Process..., Visio, IT Strategy, PMP, PMO, Program Management, Financial Services, Data Modeling, Integration, Project Portfolio..., Governance, ITIL, Risk Management
Education
Pace University 2001 — 2004
MS, Computer Science
New York University - Polytechnic School of Engineering 1992 — 1996
BS, Computer Science
Bank of America Merrill Lynch 2005 - Present
Merrill Lynch 2002 - 2004
Merrill Lynch 1996 - 2002
Skills
Business Analysis, SDLC, Project Management, Business Process Design, Investment Banking, Capital Markets, UML, Software Project..., Requirements Gathering, Requirements Analysis, Business Requirements, Business Process, User Acceptance Testing, Resource Management, Business Process..., Visio, IT Strategy, PMP, PMO, Program Management, Financial Services, Data Modeling, Integration, Project Portfolio..., Governance, ITIL, Risk Management
Education
Pace University 2001 — 2004
MS, Computer Science
New York University - Polytechnic School of Engineering 1992 — 1996
BS, Computer Science
Lyndon Davis's Merrill Lynch Experience September 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
General Motors 1994 - 2006
IBM February 1989 - June 1994
Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Estate Planning, Retirement, Wealth, Asset, Portfolio Management, Asset Management, Series 7, Securities, Financial Advisory, Education Savings, Wealth Preservation, Retirement Income..., Rollovers, Strategic Financial..., Asset Managment, Small Business, Asset Allocation, Wealth Management..., Equities, Finance
Education
University of Michigan-Dearborn 1995 — 2002
Masters, Computer & Information Science
New York University - Polytechnic School of Engineering 1984 — 1988
BS, Electrical Engineering
Merrill Lynch September 2006 - Present
General Motors 1994 - 2006
IBM February 1989 - June 1994
Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Estate Planning, Retirement, Wealth, Asset, Portfolio Management, Asset Management, Series 7, Securities, Financial Advisory, Education Savings, Wealth Preservation, Retirement Income..., Rollovers, Strategic Financial..., Asset Managment, Small Business, Asset Allocation, Wealth Management..., Equities, Finance
Education
University of Michigan-Dearborn 1995 — 2002
Masters, Computer & Information Science
New York University - Polytechnic School of Engineering 1984 — 1988
BS, Electrical Engineering
Eric Vanderoef's Merrill Lynch Experience 1989 - 1991
Job Partner at William Blair LLC
Industry Financial Services
Experience
William Blair LLC TraderJanus Capital Group1991 - 1994
Merrill Lynch 1989 - 1991
Education
Niagara University 1982 — 1986
BS, MIS
Niagara University 1981 — 1986
William Blair LLC TraderJanus Capital Group1991 - 1994
Merrill Lynch 1989 - 1991
Education
Niagara University 1982 — 1986
BS, MIS
Niagara University 1981 — 1986
Vincent DeLuca's Merrill Lynch Experience June 1987 - November 2011
Job Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Merrill Lynch June 1987 - November 2011
Skills
Enterprise Architecture, Data Warehousing, Vendor Management, SDLC, Investment Banking, Business Intelligence, Business Analysis, IT Strategy, Requirements Analysis, Program Management, DB2, Risk Management, Software Project..., SQL, Cross-functional Team..., Project Delivery, Visio, Testing, Project Management, MS Project, Requirements Gathering, SharePoint, Disaster Recovery, PMO, Outsourcing, Business Process..., Solution Architecture, Financial Services
Education
New York University - Polytechnic School of Engineering 1983 — 1987
BS, Computer Science
Fidelity Investments November 2011 - Present
Merrill Lynch June 1987 - November 2011
Skills
Enterprise Architecture, Data Warehousing, Vendor Management, SDLC, Investment Banking, Business Intelligence, Business Analysis, IT Strategy, Requirements Analysis, Program Management, DB2, Risk Management, Software Project..., SQL, Cross-functional Team..., Project Delivery, Visio, Testing, Project Management, MS Project, Requirements Gathering, SharePoint, Disaster Recovery, PMO, Outsourcing, Business Process..., Solution Architecture, Financial Services
Education
New York University - Polytechnic School of Engineering 1983 — 1987
BS, Computer Science
Beth Fath's Merrill Lynch Experience 1995 - 1997
Job Lecturer at NC Sate University
Industry Staffing and Recruiting
Experience
North Carolina State University August 2011 - Present
EVOLVE Movement August 2011 - Present
Peace College August 2001 - May 2011
Cisco Systems 1997 - 2001
Merrill Lynch 1995 - 1997
Skills
Teaching, Higher Education, Curriculum Development, Dance, Curriculum Design, Public Speaking, Student Affairs, Grant Writing, Program Development, Community Outreach
Education
University of North Carolina at Greensboro
MFA, Choreography
Laban/Bartenieff Institute of Movement Studies
Certified Movement Analyst
North Carolina State University
BA, Pre-Dance therapy
Physicalmind
Certified Pilates Instructor
North Carolina State University August 2011 - Present
EVOLVE Movement August 2011 - Present
Peace College August 2001 - May 2011
Cisco Systems 1997 - 2001
Merrill Lynch 1995 - 1997
Skills
Teaching, Higher Education, Curriculum Development, Dance, Curriculum Design, Public Speaking, Student Affairs, Grant Writing, Program Development, Community Outreach
Education
University of North Carolina at Greensboro
MFA, Choreography
Laban/Bartenieff Institute of Movement Studies
Certified Movement Analyst
North Carolina State University
BA, Pre-Dance therapy
Physicalmind
Certified Pilates Instructor
Marcia Tu's Merrill Lynch Experience 2004 - 2009
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2010 - Present
Merrill Lynch 2004 - 2009
Merrill Lynch Asia Pacific 2002 - 2004
Merrill Lynch Phatra Securities 1998 - 2001
Merrill Lynch & Co. 1993 - 1998
Skadden, Arps, Slate, Meagher & Flom 1987 - November 1993
Holme, Roberts & Owen 1986 - 1987
Skills
Compliance, Private Equity, Investment Banking, Securities, Securities Law, Contract Negotiation, Corporate Law, FINRA, Securities Regulation, Restructuring, Financial Services, Asset Management, Corporate Governance, Risk Management, Banking, Corporate Finance, Strategy
Education
New York University School of Law 1983 — 1986
J.D.
Vassar College 1976 — 1981
A.B., Political Science
Credit Suisse April 2010 - Present
Merrill Lynch 2004 - 2009
Merrill Lynch Asia Pacific 2002 - 2004
Merrill Lynch Phatra Securities 1998 - 2001
Merrill Lynch & Co. 1993 - 1998
Skadden, Arps, Slate, Meagher & Flom 1987 - November 1993
Holme, Roberts & Owen 1986 - 1987
Skills
Compliance, Private Equity, Investment Banking, Securities, Securities Law, Contract Negotiation, Corporate Law, FINRA, Securities Regulation, Restructuring, Financial Services, Asset Management, Corporate Governance, Risk Management, Banking, Corporate Finance, Strategy
Education
New York University School of Law 1983 — 1986
J.D.
Vassar College 1976 — 1981
A.B., Political Science
Raymond Evans, CFM's Merrill Lynch Experience 1996 - 2002
Job Highly Accomplished Sales Professional
Industry Financial Services
Experience
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
UniFirst Corporation January 2015 - Present
ABM Industries 2013 - 2014
Evans Capital Consulting, LLC January 2012 - March 2013
Citigroup Smith Barney November 2003 - December 2011
Morgan Stanley November 2003 - December 2011
Citi November 2003 - December 2011
Citigroup Global markets Inc. November 2003 - December 2011
Robert W. Baird 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Investments, Wealth Management, Leadership, Management, Loans, Financial Services, Relationship Management, Credit, Private Banking, Sales, Securities, Sales Operations, Mutual Funds, Mortgage Lending, ETFs, Facilities Management, Asset Management, Series 63, New Business Development, Sales Management, Business Relationship..., Sales Presentations, Management Consulting, Business Consulting, Territory Planning, Expense Management, Sales Trainings, Problem Solving, Conflict Resolution, Project Planning, Project Coordination, Recruiting, Time Management, Cross-functional Team..., Cross Selling, Coaching, Credit Analysis
Education
Nicholls State University 1989 — 1991
BS, Business Communications
University of Miami 1987 — 1988
Communications
Simon Mo's Merrill Lynch Experience January 2011 - Present
Job VP at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch January 2011 - Present
Skills
Fixed Income, Equities, Trading Systems, Derivatives, Investment Banking, Equity Derivatives, Market Data, Options, Electronic Trading
Education
New York University - Polytechnic School of Engineering 2004 — 2006
MS, Financial Engineering
Merrill Lynch January 2011 - Present
Skills
Fixed Income, Equities, Trading Systems, Derivatives, Investment Banking, Equity Derivatives, Market Data, Options, Electronic Trading
Education
New York University - Polytechnic School of Engineering 2004 — 2006
MS, Financial Engineering
Barry Price's Merrill Lynch Experience 1998 - 2009
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. 1998 - May 2011
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 1998 - 2009
Fried, Frank, Harris, Shriver Jacobson 1995 - 1998
Bachner, Tally, Polevoy Misher April 1992 - May 1995
Wachtell, Lipton, Rosen & Katz June 1988 - April 1992
Skills
Investment Banking
Education
New York University School of Law 1986 — 1989
JD
Tufts University 1982 — 1986
BS, Biology
Morgan Stanley September 2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. 1998 - May 2011
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 1998 - 2009
Fried, Frank, Harris, Shriver Jacobson 1995 - 1998
Bachner, Tally, Polevoy Misher April 1992 - May 1995
Wachtell, Lipton, Rosen & Katz June 1988 - April 1992
Skills
Investment Banking
Education
New York University School of Law 1986 — 1989
JD
Tufts University 1982 — 1986
BS, Biology
Luiz Schlittler's Merrill Lynch Experience September 2002 - April 2003
Job Owner of Schlittler Adivisors
Industry Investment Banking
Experience
UBS Investment Bank March 2015 - Present
XP Securities November 2013 - August 2014
Cantor Fitzgerald July 2012 - November 2013
Jefferies & Company March 2011 - November 2011
Standard Bank USA May 2010 - March 2011
Bloomberg June 2009 - April 2010
HSBC Securities June 2005 - November 2008
Banca IMI June 2003 - May 2005
Merrill Lynch September 2002 - April 2003
Ágora Senior January 1996 - March 2000
Skills
Trading, Electronic Trading, Arbitrage, Fixed Income, Emerging Markets, Bonds, Securities, Debt, CDS, Derivatives, Credit, Risk Management, Options, Credit Derivatives, Equities, Portfolio Management, Rates, Investments, Series 7, Financial Markets, FX trading, Bloomberg, Trading Systems, Traders, Valuation, Financial Risk
Education
Polytechnic University 2012 — 2015
Master of Engineering (M.Eng.), Financial Engineering
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance, Economics, Entrepreneurship
Pontifícia Universidade Católica do Rio de Janeiro 1991 — 1996
BS, Economis
UBS Investment Bank March 2015 - Present
XP Securities November 2013 - August 2014
Cantor Fitzgerald July 2012 - November 2013
Jefferies & Company March 2011 - November 2011
Standard Bank USA May 2010 - March 2011
Bloomberg June 2009 - April 2010
HSBC Securities June 2005 - November 2008
Banca IMI June 2003 - May 2005
Merrill Lynch September 2002 - April 2003
Ágora Senior January 1996 - March 2000
Skills
Trading, Electronic Trading, Arbitrage, Fixed Income, Emerging Markets, Bonds, Securities, Debt, CDS, Derivatives, Credit, Risk Management, Options, Credit Derivatives, Equities, Portfolio Management, Rates, Investments, Series 7, Financial Markets, FX trading, Bloomberg, Trading Systems, Traders, Valuation, Financial Risk
Education
Polytechnic University 2012 — 2015
Master of Engineering (M.Eng.), Financial Engineering
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance, Economics, Entrepreneurship
Pontifícia Universidade Católica do Rio de Janeiro 1991 — 1996
BS, Economis
Katie B. Costello's Merrill Lynch Experience November 2009 - September 2011
Job Public Health Nutrition Student at the University of Minnesota School of Public Health
Industry Health, Wellness and Fitness
Experience
Minnesota Department of Health May 2014 - August 2014
Renewing the Countryside January 2014 - April 2014
Odom Health & Wellness September 2013 - December 2013
Minnesota Masonic Home January 2013 - May 2013
Friendship Village September 2012 - December 2012
YMCA of the Greater Twin Cities April 2012 - September 2012
Merrill Lynch November 2009 - September 2011
Skills
Microsoft Office, Customer Service, Teamwork, Statistics, Social Media, Dietetics, Nutrition, Nutrition Education, Community Health, Childhood Obesity, Medical Nutrition..., Nutritional Counseling, Public Health, Spanish, Healthy Eating, Food Service
Education
University of Minnesota-Twin Cities 2013 — 2015
Master of Public Health (MPH), Nutrition & Dietetics
Normandale Community College 2012 — 2013
Associate's of Applied Science, Dietetic Technician
University of Pennsylvania 2005 — 2009
Bachelor of Arts (BA), Physical and Biological Anthropology
Minnesota Department of Health May 2014 - August 2014
Renewing the Countryside January 2014 - April 2014
Odom Health & Wellness September 2013 - December 2013
Minnesota Masonic Home January 2013 - May 2013
Friendship Village September 2012 - December 2012
YMCA of the Greater Twin Cities April 2012 - September 2012
Merrill Lynch November 2009 - September 2011
Skills
Microsoft Office, Customer Service, Teamwork, Statistics, Social Media, Dietetics, Nutrition, Nutrition Education, Community Health, Childhood Obesity, Medical Nutrition..., Nutritional Counseling, Public Health, Spanish, Healthy Eating, Food Service
Education
University of Minnesota-Twin Cities 2013 — 2015
Master of Public Health (MPH), Nutrition & Dietetics
Normandale Community College 2012 — 2013
Associate's of Applied Science, Dietetic Technician
University of Pennsylvania 2005 — 2009
Bachelor of Arts (BA), Physical and Biological Anthropology
Chris O'Neal's Merrill Lynch Experience January 2009 - July 2012
Job Finance Associate at Duke Energy Corporation
Industry Financial Services
Experience
Duke Energy Corporation January 2014 - Present
UNC Charlotte August 2012 - December 2013
Merrill Lynch January 2009 - July 2012
Merrill Lynch February 2006 - July 2012
Bank of America/Merrill Lynch January 2010 - January 2012
Bank of America January 2008 - January 2009
Bank of America January 2008 - December 2008
Bank of America January 2006 - January 2008
Education
University of North Carolina at Charlotte 2012 — 2013
Masters of Business Administration
North Carolina State University
Bachelor of Science, Business Management
Duke Energy Corporation January 2014 - Present
UNC Charlotte August 2012 - December 2013
Merrill Lynch January 2009 - July 2012
Merrill Lynch February 2006 - July 2012
Bank of America/Merrill Lynch January 2010 - January 2012
Bank of America January 2008 - January 2009
Bank of America January 2008 - December 2008
Bank of America January 2006 - January 2008
Education
University of North Carolina at Charlotte 2012 — 2013
Masters of Business Administration
North Carolina State University
Bachelor of Science, Business Management
Mark Pinn's Merrill Lynch Experience November 2003 - November 2005
Job Consultant, Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley November 2013 - Present
JetBlue Airways March 2011 - August 2013
CA Technologies January 2010 - June 2011
Pfizer Pharmaceuticals July 2007 - December 2008
Pfizer Pharmaceuticals November 2005 - December 2006
Merrill Lynch November 2003 - November 2005
Mobilocity March 2000 - October 2003
Merrill Lynch January 1993 - September 2000
Marriott International January 1989 - January 1993
Skills
Cloud Computing, Project Management, Program Management, Software Development, Product Management, Data Center, Management, Disaster Recovery, Start-ups, Strategy, Leadership, Mobile Devices
Education
The Scrum Alliance, New York, NY 2011 — 2011
Scrum Alliance Certification
Center for Management Research, Wellesley, MA 2004 — 2004
Leadership Programs for Senior Executives
Marriott International, Bethesda, MD 1989 — 1989
IT Management Training Program
Norfolk State University 1984 — 1988
BA
Morgan Stanley November 2013 - Present
JetBlue Airways March 2011 - August 2013
CA Technologies January 2010 - June 2011
Pfizer Pharmaceuticals July 2007 - December 2008
Pfizer Pharmaceuticals November 2005 - December 2006
Merrill Lynch November 2003 - November 2005
Mobilocity March 2000 - October 2003
Merrill Lynch January 1993 - September 2000
Marriott International January 1989 - January 1993
Skills
Cloud Computing, Project Management, Program Management, Software Development, Product Management, Data Center, Management, Disaster Recovery, Start-ups, Strategy, Leadership, Mobile Devices
Education
The Scrum Alliance, New York, NY 2011 — 2011
Scrum Alliance Certification
Center for Management Research, Wellesley, MA 2004 — 2004
Leadership Programs for Senior Executives
Marriott International, Bethesda, MD 1989 — 1989
IT Management Training Program
Norfolk State University 1984 — 1988
BA
Muriel Brown's Merrill Lynch Experience September 1986 - June 1996
Job Substitute teacher at Guilford County Schools
Industry Primary/Secondary Education
Experience
Guilford County Schools April 2001 - Present
North Carolina A&T State University 2011 - 2011
Merrill Lynch September 1986 - June 1996
Skills
Community Outreach, Teaching, Public Speaking, Educational Leadership, Staff Development, Leadership Development, Management, Classroom Management, Event Planning, Tutoring, Program Development, Editing, Research, Curriculum Development, Instructional Design, Higher Education, Grant Writing, Program Evaluation, Curriculum Design, Academic Advising, Career Counseling, Volunteer Management, Nonprofits
Education
North Carolina Agricultural and Technical State University 2006 — 2013
Bachelor of Arts (B.A.), Liberal Studies (Women's studies)
Guilford County Schools April 2001 - Present
North Carolina A&T State University 2011 - 2011
Merrill Lynch September 1986 - June 1996
Skills
Community Outreach, Teaching, Public Speaking, Educational Leadership, Staff Development, Leadership Development, Management, Classroom Management, Event Planning, Tutoring, Program Development, Editing, Research, Curriculum Development, Instructional Design, Higher Education, Grant Writing, Program Evaluation, Curriculum Design, Academic Advising, Career Counseling, Volunteer Management, Nonprofits
Education
North Carolina Agricultural and Technical State University 2006 — 2013
Bachelor of Arts (B.A.), Liberal Studies (Women's studies)
Eric Brown, PE's Merrill Lynch Experience July 2004 - March 2005
Job Regional Critical Systems Manager at Cushman & Wakefield
Industry Facilities Services
Experience
Cushman & Wakefield April 2012 - Present
Cushman & Wakefield April 2005 - April 2012
Merrill Lynch July 2004 - March 2005
Merrill Lynch July 1995 - July 2004
Merrill Lynch October 1991 - June 1995
WSP Flack + Kurtz February 1989 - September 1991
Phoenix Electrical Contracting September 1987 - January 1989
Skills
Vendor Management, Program Management, Facilities Management, Contract Negotiation, HVAC, Energy Conservation, Energy Management, Infrastructure, LEED, Project Management, Disaster Recovery, Data Center, Portfolio Management, Asset Management, Construction, Project Planning, Management, Business Continuity, Contract Management, Building Automation, Risk Management, Energy Efficiency, Due Diligence, Leases, Leadership, Asset Managment, Operations Management, Construction Management
Education
New York University - Polytechnic School of Engineering 1983 — 1987
BS, Electrical Engineering
Cushman & Wakefield April 2012 - Present
Cushman & Wakefield April 2005 - April 2012
Merrill Lynch July 2004 - March 2005
Merrill Lynch July 1995 - July 2004
Merrill Lynch October 1991 - June 1995
WSP Flack + Kurtz February 1989 - September 1991
Phoenix Electrical Contracting September 1987 - January 1989
Skills
Vendor Management, Program Management, Facilities Management, Contract Negotiation, HVAC, Energy Conservation, Energy Management, Infrastructure, LEED, Project Management, Disaster Recovery, Data Center, Portfolio Management, Asset Management, Construction, Project Planning, Management, Business Continuity, Contract Management, Building Automation, Risk Management, Energy Efficiency, Due Diligence, Leases, Leadership, Asset Managment, Operations Management, Construction Management
Education
New York University - Polytechnic School of Engineering 1983 — 1987
BS, Electrical Engineering
David Stroud's Merrill Lynch Experience October 2011 - November 2012
Job Commercial Real Estate Broker at York Properties
Industry Real Estate
Experience
York Properties August 2014 - Present
Cape Fear Development Partners January 2013 - July 2013
Merrill Lynch October 2011 - November 2012
NAI Carolantic Realty, Inc. June 2005 - October 2011
Colliers ABR 2004 - 2005
The Southwestern Company May 2000 - August 2001
Skills
Brokerage, Investment Properties, Retirement Planning, Real Estate, Disposition, Leases, Location Intelligence, Real Estate Development, Real Estate Transactions, Tenant, Corporate Real Estate, Real Estate Economics, Asset Managment, Lease Negotiations, Investments, Property, Property Management, Commercial Real Estate, Negotiation, Landlords, Real Property, Real Estate Financing, Valuation, Land Acquisition, Investors, Asset Management, Dispositions
Education
North Carolina State University 1999 — 2004
BA, English
Woodberry Forest School 1995 — 1999
York Properties August 2014 - Present
Cape Fear Development Partners January 2013 - July 2013
Merrill Lynch October 2011 - November 2012
NAI Carolantic Realty, Inc. June 2005 - October 2011
Colliers ABR 2004 - 2005
The Southwestern Company May 2000 - August 2001
Skills
Brokerage, Investment Properties, Retirement Planning, Real Estate, Disposition, Leases, Location Intelligence, Real Estate Development, Real Estate Transactions, Tenant, Corporate Real Estate, Real Estate Economics, Asset Managment, Lease Negotiations, Investments, Property, Property Management, Commercial Real Estate, Negotiation, Landlords, Real Property, Real Estate Financing, Valuation, Land Acquisition, Investors, Asset Management, Dispositions
Education
North Carolina State University 1999 — 2004
BA, English
Woodberry Forest School 1995 — 1999
Kenneth Reszel's Merrill Lynch Experience December 2012 - July 2013
Job Marketing, Business Development and AppleTechnology Professional
Industry Information Technology and Services
Experience
KendleLauren Co. LLC February 2015 - Present
Piedmont Advantage Credit Union September 2013 - June 2014
Merrill Lynch December 2012 - July 2013
Lake Shore Radiator, Inc. March 2010 - September 2012
Allegacy Federal Credit Union July 2007 - November 2009
Alcott Routon, Inc. 2004 - 2006
BB&T 1999 - 2004
SouthTrust Bank 1996 - 1999
Skills
Strategic Planning, Six Sigma Green Belt, Credit, Marketing, Budgets, Banking, Six Sigma, Coaching, Product Management, Business Development, Leadership, Strategy, Team Building, Sales, Management, New Business Development
Education
North Carolina A&T State University 2010 — 2011
The University of Alabama 1982 — 1986
Bachelor of Science (B.S.), Corporate Finance and Investment Management
KendleLauren Co. LLC February 2015 - Present
Piedmont Advantage Credit Union September 2013 - June 2014
Merrill Lynch December 2012 - July 2013
Lake Shore Radiator, Inc. March 2010 - September 2012
Allegacy Federal Credit Union July 2007 - November 2009
Alcott Routon, Inc. 2004 - 2006
BB&T 1999 - 2004
SouthTrust Bank 1996 - 1999
Skills
Strategic Planning, Six Sigma Green Belt, Credit, Marketing, Budgets, Banking, Six Sigma, Coaching, Product Management, Business Development, Leadership, Strategy, Team Building, Sales, Management, New Business Development
Education
North Carolina A&T State University 2010 — 2011
The University of Alabama 1982 — 1986
Bachelor of Science (B.S.), Corporate Finance and Investment Management
Jeffrey Drucker's Merrill Lynch Experience August 1998 - August 2000
Job Unix Operations Manager / Team Lead at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
Citi November 2012 - August 2014
Citi October 2009 - November 2012
Citi August 2000 - October 2009
Merrill Lynch August 1998 - August 2000
National Grid July 1992 - August 1998
Education
Polytechnic University 1996 — 1998
Master of Science (MS), Electrical and Electronics Engineering
Northeastern University 1987 — 1991
Bachelor of Science (B.S.), Electrical Engineering, concentration in MIS
Credit Suisse September 2014 - Present
Citi November 2012 - August 2014
Citi October 2009 - November 2012
Citi August 2000 - October 2009
Merrill Lynch August 1998 - August 2000
National Grid July 1992 - August 1998
Education
Polytechnic University 1996 — 1998
Master of Science (MS), Electrical and Electronics Engineering
Northeastern University 1987 — 1991
Bachelor of Science (B.S.), Electrical Engineering, concentration in MIS
Mary Jo Neri's Merrill Lynch Experience January 1981 - June 1984
Job Director of Revenue Management PeopleInc.
Industry Individual & Family Services
Experience
People Inc September 2014 - Present
People Inc. June 2007 - August 2014
RR Donnelley July 1984 - March 2007
Merrill Lynch January 1981 - June 1984
Skills
Accounts Receivable, Internal Audit, Accounts Payable, Financial Accounting, Financial Reporting, Process Improvement, Inventory Management, Management, Time Management, Project Management, Cost Accounting, Account Reconciliation, Public Speaking, Budgets
Education
SUNY Empire State College 2008 — 2013
Bachelor's degree, Accounting and Business/Management
Niagara County Community College 1985 — 1990
Associate's degree, Accounting
Lasalle Senior High School 1975 — 1979
High School Degree, Business
People Inc September 2014 - Present
People Inc. June 2007 - August 2014
RR Donnelley July 1984 - March 2007
Merrill Lynch January 1981 - June 1984
Skills
Accounts Receivable, Internal Audit, Accounts Payable, Financial Accounting, Financial Reporting, Process Improvement, Inventory Management, Management, Time Management, Project Management, Cost Accounting, Account Reconciliation, Public Speaking, Budgets
Education
SUNY Empire State College 2008 — 2013
Bachelor's degree, Accounting and Business/Management
Niagara County Community College 1985 — 1990
Associate's degree, Accounting
Lasalle Senior High School 1975 — 1979
High School Degree, Business
Lex Arias's Merrill Lynch Experience November 2006 - December 2010
Job Skilled administrative professional with 14+ years of demonstrated talent and experience.
Industry Staffing and Recruiting
Experience
Fannie Mae September 2010 - Present
Merrill Lynch November 2006 - December 2010
JetBlue Airways July 2005 - November 2006
Fitzpatrick, Cella, Harper & Scinto August 2002 - June 2005
Skills
Contract Management, Budget Process, Executive Office..., Conference Planning, SharePoint, Personal Information..., Strategic Thinking, Meeting Planning, Calendaring, Travel Arrangements, Event Management, Team Building, Human Resources, Project Management
Education
Polytechnic University
Social Sciences
Fannie Mae September 2010 - Present
Merrill Lynch November 2006 - December 2010
JetBlue Airways July 2005 - November 2006
Fitzpatrick, Cella, Harper & Scinto August 2002 - June 2005
Skills
Contract Management, Budget Process, Executive Office..., Conference Planning, SharePoint, Personal Information..., Strategic Thinking, Meeting Planning, Calendaring, Travel Arrangements, Event Management, Team Building, Human Resources, Project Management
Education
Polytechnic University
Social Sciences
Eric Rynar's Merrill Lynch Experience July 2009 - April 2011
Job Consultant
Industry Banking
Experience
Merrill Lynch July 2009 - April 2011
Merrill Lynch June 1997 - September 2008
Skills
Prime Brokerage, Equities, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Capital Markets, Risk Management, Options, Foreign Exchange, Electronic Trading, Middle Office, Credit Derivatives, Securities, Equity Derivatives, Swaps, Trading, Market Data, Securities Lending, Asset Management, Bloomberg, Bonds, Alternative Investments, Investment Banking, Financial Markets, Series 63, Structured Products, ETFs, Mutual Funds, Series 7, Back Office, Financial Services, Portfolio Management, Equity Trading, Interest Rate..., Series 24, Wealth Management, Financial Risk, FINRA, Market Risk, Proprietary Trading
Education
Polytechnic University 1968 — 1972
B.S., Operations Research
Merrill Lynch July 2009 - April 2011
Merrill Lynch June 1997 - September 2008
Skills
Prime Brokerage, Equities, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Capital Markets, Risk Management, Options, Foreign Exchange, Electronic Trading, Middle Office, Credit Derivatives, Securities, Equity Derivatives, Swaps, Trading, Market Data, Securities Lending, Asset Management, Bloomberg, Bonds, Alternative Investments, Investment Banking, Financial Markets, Series 63, Structured Products, ETFs, Mutual Funds, Series 7, Back Office, Financial Services, Portfolio Management, Equity Trading, Interest Rate..., Series 24, Wealth Management, Financial Risk, FINRA, Market Risk, Proprietary Trading
Education
Polytechnic University 1968 — 1972
B.S., Operations Research
Elmer Detres's Merrill Lynch Experience January 2001 - November 2008
Job COO Operations and Controllers, SVP, Jefferies, LLC
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
HSBC September 2011 - July 2014
G. X. Clarke & Co. November 2008 - September 2011
Merrill Lynch January 2001 - November 2008
govWorks Inc January 2000 - December 2000
Merrill Lynch 1997 - 1999
Coopers and Lybrand 1995 - 1997
Skills
Asset Management, Bloomberg, Capital Markets, Financial Analysis, Financial Services, Financial Accounting, Financial Reporting, Financial Operations, Fixed Income, Equities, Securities, Derivatives, Project Management
Education
Pace University 1991 — 1995
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering 1983 — 1987
BSEE, Electrical Engineering
Jefferies LLC July 2014 - Present
HSBC September 2011 - July 2014
G. X. Clarke & Co. November 2008 - September 2011
Merrill Lynch January 2001 - November 2008
govWorks Inc January 2000 - December 2000
Merrill Lynch 1997 - 1999
Coopers and Lybrand 1995 - 1997
Skills
Asset Management, Bloomberg, Capital Markets, Financial Analysis, Financial Services, Financial Accounting, Financial Reporting, Financial Operations, Fixed Income, Equities, Securities, Derivatives, Project Management
Education
Pace University 1991 — 1995
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering 1983 — 1987
BSEE, Electrical Engineering
Paul Francis's Merrill Lynch Experience 1986 - 1993
Job Distinguish Senior Fellow at New York University School of Law
Industry
Experience
New York University School of Law 2013 - Present
State of New York 2011 - 2012
Bloomberg LP September 2008 - May 2010
State of New York January 2008 - June 2008
State of New York January 2007 - December 2007
Spitzer for Governor 2005 - 2006
Cedar Street Group 2001 - 2004
Priceline.com 1997 - 2000
Ann Taylor Stores Corporation 1993 - 1997
Merrill Lynch 1986 - 1993
Education
New York University School of Law 1977 — 1980
Doctor of Law (JD)
Yale University 1973 — 1977
Bachelor of Arts (BA)
New York University School of Law 2013 - Present
State of New York 2011 - 2012
Bloomberg LP September 2008 - May 2010
State of New York January 2008 - June 2008
State of New York January 2007 - December 2007
Spitzer for Governor 2005 - 2006
Cedar Street Group 2001 - 2004
Priceline.com 1997 - 2000
Ann Taylor Stores Corporation 1993 - 1997
Merrill Lynch 1986 - 1993
Education
New York University School of Law 1977 — 1980
Doctor of Law (JD)
Yale University 1973 — 1977
Bachelor of Arts (BA)
Paul Stansberry's Merrill Lynch Experience January 2006 - June 2006
Job Registered Principal II, Advise at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2014 - Present
Ameriprise Financial March 2010 - June 2014
Ameriprise Financial Services, Inc. September 2008 - March 2010
Farmers Insurance June 2006 - December 2007
Merrill Lynch January 2006 - June 2006
Marquette Financial/ Wells Fargo January 1998 - March 2005
Hayne Miller/ Global Financial February 1986 - January 1998
Skills
Series 7, Series 63, FINRA, Retirement Planning, Mutual Funds, Financial Services, Insurance, Uniform Combined State..., Financial Advisory, Retirement, Estate Planning, Financial Goals, Asset Allocation, Securities, Banking, Trading, Risk Management
Education
St. Cloud State University 1978 — 1979
Normandale Community College
Bloomington Jefferson High School
Ameriprise Financial June 2014 - Present
Ameriprise Financial March 2010 - June 2014
Ameriprise Financial Services, Inc. September 2008 - March 2010
Farmers Insurance June 2006 - December 2007
Merrill Lynch January 2006 - June 2006
Marquette Financial/ Wells Fargo January 1998 - March 2005
Hayne Miller/ Global Financial February 1986 - January 1998
Skills
Series 7, Series 63, FINRA, Retirement Planning, Mutual Funds, Financial Services, Insurance, Uniform Combined State..., Financial Advisory, Retirement, Estate Planning, Financial Goals, Asset Allocation, Securities, Banking, Trading, Risk Management
Education
St. Cloud State University 1978 — 1979
Normandale Community College
Bloomington Jefferson High School
diana cretella's Merrill Lynch Experience September 1981 - February 1984
Job President and Project Manager at Bayside Builders Inc.
Industry Construction
Experience
Bayside Builders Inc. self employedDiana's Little Country Kitchen CateringMay 1988 - May 1991
Merrill Lynch September 1981 - February 1984
Skills
Whole House Renovations, Construction Management, Construction, Estimating, New Home Construction, project management, Construction Supervisor..., carpentry, Interior Fit-out, Interior Design..., Project Bidding, Material Selection, Personnel Management
Education
Niagara University 1972 — 1974
CCNY
none, Industrial Art Education
Bayside Builders Inc. self employedDiana's Little Country Kitchen CateringMay 1988 - May 1991
Merrill Lynch September 1981 - February 1984
Skills
Whole House Renovations, Construction Management, Construction, Estimating, New Home Construction, project management, Construction Supervisor..., carpentry, Interior Fit-out, Interior Design..., Project Bidding, Material Selection, Personnel Management
Education
Niagara University 1972 — 1974
CCNY
none, Industrial Art Education
Joseph Filicetti's Merrill Lynch Experience January 1992 - January 1996
Job Head of Alternative Investments Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2010 - Present
COLONIAL LIFE INSURANCE CAPITAL MARKETS, Inc January 2002 - January 2010
CDC IXIS ASSET MANAGEMENT January 2000 - January 2002
PRUDENTIAL SECURITIES INC January 1998 - January 2000
Rotella Capital Management January 1996 - January 1998
Merrill Lynch January 1992 - January 1996
Lehman Brothers January 1986 - January 1990
Skills
Investments, Fixed Income, Hedge Funds, Asset Management, Portfolio Management
Education
COLUMBIA UNIVERSITY 1990 — 1992
MBA
Niagara University 1981 — 1985
BBA, Accounting
Western Asset Management October 2010 - Present
COLONIAL LIFE INSURANCE CAPITAL MARKETS, Inc January 2002 - January 2010
CDC IXIS ASSET MANAGEMENT January 2000 - January 2002
PRUDENTIAL SECURITIES INC January 1998 - January 2000
Rotella Capital Management January 1996 - January 1998
Merrill Lynch January 1992 - January 1996
Lehman Brothers January 1986 - January 1990
Skills
Investments, Fixed Income, Hedge Funds, Asset Management, Portfolio Management
Education
COLUMBIA UNIVERSITY 1990 — 1992
MBA
Niagara University 1981 — 1985
BBA, Accounting
Mike-63 Brown's Merrill Lynch Experience November 1986 - Present
Job Vice President/Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1986 - Present
Fleet Bank September 1976 - November 1986
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, Investments, Alternative Investments, Equities, Fixed Income, Portfolio Management, Strategic Financial..., Retirement, Investment Strategies, Uniform Combined State..., Securities, Asset Management, Estate Planning, Financial Advisory
Education
Niagara University 1968 — 1972
Bachelor of Science (BS), Transportation with a minor in Business Administration
Merrill Lynch November 1986 - Present
Fleet Bank September 1976 - November 1986
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, Investments, Alternative Investments, Equities, Fixed Income, Portfolio Management, Strategic Financial..., Retirement, Investment Strategies, Uniform Combined State..., Securities, Asset Management, Estate Planning, Financial Advisory
Education
Niagara University 1968 — 1972
Bachelor of Science (BS), Transportation with a minor in Business Administration
Thomas Curran's Merrill Lynch Experience 2005 - 2007
Job Managing Director, Head of FIG DCM & Solutions at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2007 - Present
Merrill Lynch 2005 - 2007
MetLife 1995 - 2005
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
New York University School of Law 1992 — 1994
Master of Laws (LLM), Taxation
St. John's University 1988 — 1991
Doctor of Law (J.D.)
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Accounting
UBS Investment Bank 2007 - Present
Merrill Lynch 2005 - 2007
MetLife 1995 - 2005
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
New York University School of Law 1992 — 1994
Master of Laws (LLM), Taxation
St. John's University 1988 — 1991
Doctor of Law (J.D.)
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Accounting
Michelle MacNeil's Merrill Lynch Experience January 1997 - December 2003
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services Inc 2013 - 2014
Morgan Stanley Smith Barney December 2003 - June 2013
Merrill Lynch January 1997 - December 2003
Putnam June 1995 - December 1996
Merrill Lynch April 1994 - May 1995
Boston Financial Data Services January 1991 - April 1994
Skills
Customer Service, Microsoft Office, Investments, Financial Services, Microsoft Word, PowerPoint, Leadership, Finance, Wealth Management, Financial Analysis
Education
Newbury College 1992 — 1994
Paralegal Certificate Program, Legal Assistant/Paralegal
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Applied Science (BASc), Criminal Justice
UBS Financial Services Inc 2013 - 2014
Morgan Stanley Smith Barney December 2003 - June 2013
Merrill Lynch January 1997 - December 2003
Putnam June 1995 - December 1996
Merrill Lynch April 1994 - May 1995
Boston Financial Data Services January 1991 - April 1994
Skills
Customer Service, Microsoft Office, Investments, Financial Services, Microsoft Word, PowerPoint, Leadership, Finance, Wealth Management, Financial Analysis
Education
Newbury College 1992 — 1994
Paralegal Certificate Program, Legal Assistant/Paralegal
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Applied Science (BASc), Criminal Justice
Maria Scaglione's Merrill Lynch Experience April 2010 - Present
Job Business Analyst/Project Manager
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch April 2010 - September 2015
Educational Testing Service 2003 - 2009
The Port Authority of New York & New Jersey 2001 - 2003
GMAC Commercial Mortgage 2000 - 2001
PECO Energy Company 1999 - 1999
Janssen Pharmaceutica 1999 - 1999
Captive Plastics 1997 - 1999
Allied Signal Inc 1996 - 1996
Environ Corporation 1992 - 1996
Skills
Business Analysis, Project Management, Financial Analysis, Business Process..., Business Planning, IT Governance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
Bachelor of Engineering, Industrial Engineering
Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch April 2010 - September 2015
Educational Testing Service 2003 - 2009
The Port Authority of New York & New Jersey 2001 - 2003
GMAC Commercial Mortgage 2000 - 2001
PECO Energy Company 1999 - 1999
Janssen Pharmaceutica 1999 - 1999
Captive Plastics 1997 - 1999
Allied Signal Inc 1996 - 1996
Environ Corporation 1992 - 1996
Skills
Business Analysis, Project Management, Financial Analysis, Business Process..., Business Planning, IT Governance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
Bachelor of Engineering, Industrial Engineering
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank