Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jennifer Phillips Jennifer Phillips's Merrill Lynch Experience 2004 - 2007
Job Managing Director, Private Securities Group at SharesPost
Industry Financial Services
Experience
SharesPost May 2013 - Present
Silver Lake Waterman 2012 - 2013
Yoga Works 2011 - 2012
Jefferies & Company 2010 - 2011
Merrill Lynch, Bank of America 2007 - 2010
Merrill Lynch 2004 - 2007
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Investments, Banking, Business Planning, Business Strategy, Management, Analysis, Private Equity, Fixed Income, Strategy, Series 7, Series 63, Equity Capital Markets, Relationship Management, Alternative Investments, Equities, Trading, Valuation
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration, Finance
SharesPost May 2013 - Present
Silver Lake Waterman 2012 - 2013
Yoga Works 2011 - 2012
Jefferies & Company 2010 - 2011
Merrill Lynch, Bank of America 2007 - 2010
Merrill Lynch 2004 - 2007
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Investments, Banking, Business Planning, Business Strategy, Management, Analysis, Private Equity, Fixed Income, Strategy, Series 7, Series 63, Equity Capital Markets, Relationship Management, Alternative Investments, Equities, Trading, Valuation
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration, Finance
Joseph Riley Joseph Riley's Merrill Lynch Experience January 2004 - June 2004
Job Data Analyst at Pandora
Industry Entertainment
Experience
Pandora January 2014 - Present
HERE, a Nokia business October 2013 - December 2013
Northwestern University September 2012 - December 2013
Electronic Arts June 2013 - September 2013
Business Intelligence Advisors April 2011 - August 2012
Business Intelligence Advisors February 2008 - March 2011
Joseph J. Blake and Associates, Inc. June 2007 - November 2007
Scottish Re January 2006 - August 2006
Batterymarch Financial Management January 2005 - June 2005
Merrill Lynch January 2004 - June 2004
Skills
SPSS, R, SQL, Microsoft SQL Server, Python, Tableau, PostGIS, D3, Machine Learning
Education
Northwestern University 2012 — 2013
Candidate for Masters of Science, Analytics
Northeastern University 2002 — 2007
BSBA, Finance, Accounting
Pandora January 2014 - Present
HERE, a Nokia business October 2013 - December 2013
Northwestern University September 2012 - December 2013
Electronic Arts June 2013 - September 2013
Business Intelligence Advisors April 2011 - August 2012
Business Intelligence Advisors February 2008 - March 2011
Joseph J. Blake and Associates, Inc. June 2007 - November 2007
Scottish Re January 2006 - August 2006
Batterymarch Financial Management January 2005 - June 2005
Merrill Lynch January 2004 - June 2004
Skills
SPSS, R, SQL, Microsoft SQL Server, Python, Tableau, PostGIS, D3, Machine Learning
Education
Northwestern University 2012 — 2013
Candidate for Masters of Science, Analytics
Northeastern University 2002 — 2007
BSBA, Finance, Accounting
Paul Marvin Paul Marvin's Merrill Lynch Experience June 2012 - August 2012
Job Assistant Negotiator at The Midas Exchange, a WPP company, Powered by GroupM
Industry Marketing and Advertising
Experience
Midas Exchange, a WPP company, Powered by GroupM August 2015 - Present
the midas exchange, a WPP company, Powered by GroupM June 2014 - August 2015
Kroll Bond Rating Agency, Inc. December 2012 - January 2013
Merrill Lynch June 2012 - August 2012
RecThisCity June 2010 - June 2012
EMI Music Publishing July 2010 - January 2011
Clinton Recording Studio June 2009 - August 2009
Skills
Artist Management, Music, Promotions, Event Management, Booking, Music Industry, Entertainment, Record Labels, Multi-channel Marketing, Marketing Strategy, Social Media Marketing, Creative Solutions, Music Publishing, Brand Awareness, Networking, Sync Licensing, Direct Marketing, Music Licensing, Social Networking, Publicity, Social Media, Facebook, Music Management, Licensing, Microsoft Office, Advertising, Online Social Networking, Email Marketing, Press Releases, A, Film, A&R, Talent Booking, Pro Tools, Music Supervision
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Music Industry
Midas Exchange, a WPP company, Powered by GroupM August 2015 - Present
the midas exchange, a WPP company, Powered by GroupM June 2014 - August 2015
Kroll Bond Rating Agency, Inc. December 2012 - January 2013
Merrill Lynch June 2012 - August 2012
RecThisCity June 2010 - June 2012
EMI Music Publishing July 2010 - January 2011
Clinton Recording Studio June 2009 - August 2009
Skills
Artist Management, Music, Promotions, Event Management, Booking, Music Industry, Entertainment, Record Labels, Multi-channel Marketing, Marketing Strategy, Social Media Marketing, Creative Solutions, Music Publishing, Brand Awareness, Networking, Sync Licensing, Direct Marketing, Music Licensing, Social Networking, Publicity, Social Media, Facebook, Music Management, Licensing, Microsoft Office, Advertising, Online Social Networking, Email Marketing, Press Releases, A, Film, A&R, Talent Booking, Pro Tools, Music Supervision
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Music Industry
Fred Kelley, CFP® Fred Kelley, CFP®'s Merrill Lynch Experience 1995 - 2000
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2000 - Present
Fidelity Investments May 2001 - 2004
Merrill Lynch 1995 - 2000
Skills
401k, Financial Services, Series 7, Series 63, Investments, Mutual Funds, Series 9 &10, Retirement Planning, Retirement, Asset Allocation, Wealth Management, Series 6, Investment Advisory, Financial Planning, Uniform Combined State..., Portfolio Management, FINRA, Investment Strategies
Education
Northeastern University 1985 — 2000
BS, Business Administration
Malden Catholic High School 1980 — 1984
Fidelity Investments 2000 - Present
Fidelity Investments May 2001 - 2004
Merrill Lynch 1995 - 2000
Skills
401k, Financial Services, Series 7, Series 63, Investments, Mutual Funds, Series 9 &10, Retirement Planning, Retirement, Asset Allocation, Wealth Management, Series 6, Investment Advisory, Financial Planning, Uniform Combined State..., Portfolio Management, FINRA, Investment Strategies
Education
Northeastern University 1985 — 2000
BS, Business Administration
Malden Catholic High School 1980 — 1984
Brittany Moran, CFP® Brittany Moran, CFP®'s Merrill Lynch Experience August 2006 - July 2011
Job Vice President Lincoln Capital Corporation
Industry Financial Services
Experience
Lincoln Capital Corporation July 2011 - Present
Merrill Lynch August 2006 - July 2011
Skills
Wealth Management, Series 7, Series 63, Certified Financial..., Investments, Financial Analysis, Retirement Planning, Portfolio Management, Risk Management, Equities, Fixed Income, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Asset Management, Strategic Financial..., Investment Strategies, Financial Planning
Education
Northeastern University 2013 — 2014
Master's degree, Finance
The George Washington University 2002 — 2006
Bachelor's degree, Finance
Lincoln Capital Corporation July 2011 - Present
Merrill Lynch August 2006 - July 2011
Skills
Wealth Management, Series 7, Series 63, Certified Financial..., Investments, Financial Analysis, Retirement Planning, Portfolio Management, Risk Management, Equities, Fixed Income, Mutual Funds, Asset Allocation, Alternative Investments, Investment Advisory, Asset Management, Strategic Financial..., Investment Strategies, Financial Planning
Education
Northeastern University 2013 — 2014
Master's degree, Finance
The George Washington University 2002 — 2006
Bachelor's degree, Finance
Antonio Valente's Merrill Lynch Experience December 1998 - August 2000
Job Director, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2000 - Present
Merrill Lynch December 1998 - August 2000
Skills
Relationship Management, Management, Mutual Funds, Series 63, Financial Services, 401k, Investments, Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Investment Advisory, Series 6, Retirement Planning
Education
University of South Carolina-Columbia 1996 — 1998
B.S., Economics and Marketing
University of Teesside 1996 — 1996
Economics
Northeastern University 1994 — 1996
Economics and Marketing
Fidelity Investments August 2000 - Present
Merrill Lynch December 1998 - August 2000
Skills
Relationship Management, Management, Mutual Funds, Series 63, Financial Services, 401k, Investments, Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Investment Advisory, Series 6, Retirement Planning
Education
University of South Carolina-Columbia 1996 — 1998
B.S., Economics and Marketing
University of Teesside 1996 — 1996
Economics
Northeastern University 1994 — 1996
Economics and Marketing
Kimberly Flad Jones's Merrill Lynch Experience August 2012 - Present
Job SVP, Sales Performance Manager, Financial Solutions Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2012 - Present
Merrill Lynch January 2009 - August 2012
Bank of America November 2005 - December 2009
Education
Northeastern University
Merrill Lynch August 2012 - Present
Merrill Lynch January 2009 - August 2012
Bank of America November 2005 - December 2009
Education
Northeastern University
Jason Zahn Jason Zahn's Merrill Lynch Experience September 2007 - September 2013
Job Equity Derivative Sales at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America October 2013 - Present
Merrill Lynch September 2007 - September 2013
Skills
Equity Derivatives, Exotic Derivatives, Structured Products, Financial Risk, Asset Management, Middle Office, Options, Bloomberg, Derivatives, Financial Modeling, Investment Banking, Portfolio Management, Risk Management, Structured Finance, Trading Systems, Equities
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Finance and Marketing
Northeastern University
Bank of America October 2013 - Present
Merrill Lynch September 2007 - September 2013
Skills
Equity Derivatives, Exotic Derivatives, Structured Products, Financial Risk, Asset Management, Middle Office, Options, Bloomberg, Derivatives, Financial Modeling, Investment Banking, Portfolio Management, Risk Management, Structured Finance, Trading Systems, Equities
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Finance and Marketing
Northeastern University
Mike Troxell Mike Troxell's Merrill Lynch Experience June 2008 - December 2008
Job
Industry Financial Services
Experience
Bregante + Company LLP March 2013 - Present
UC Berkeley August 2012 - August 2014
Rexel Holdings USA, Corp. - Gexpro Services January 2011 - March 2013
Rexel Holdings USA, Corp. - Gexpro Services July 2011 - February 2013
Rexel August 2010 - August 2012
Rexel Holdings USA, Corp. - Gexpro Services August 2010 - January 2011
Boston Pedicab March 2008 - August 2010
Merrill Lynch June 2008 - December 2008
John Hancock July 2007 - December 2007
Education
Northeastern University 2005 — 2010
Bachelor of Science
Bregante + Company LLP March 2013 - Present
UC Berkeley August 2012 - August 2014
Rexel Holdings USA, Corp. - Gexpro Services January 2011 - March 2013
Rexel Holdings USA, Corp. - Gexpro Services July 2011 - February 2013
Rexel August 2010 - August 2012
Rexel Holdings USA, Corp. - Gexpro Services August 2010 - January 2011
Boston Pedicab March 2008 - August 2010
Merrill Lynch June 2008 - December 2008
John Hancock July 2007 - December 2007
Education
Northeastern University 2005 — 2010
Bachelor of Science
Vy Vo's Merrill Lynch Experience July 2006 - December 2006
Job
Industry Financial Services
Experience
Natixis Global Asset Management January 2014 - Present
Natixis Global Asset Management April 2012 - December 2013
Goldman Sachs September 2008 - June 2010
BlackRock July 2007 - January 2008
Copley Focus Centers March 2007 - December 2007
Merrill Lynch July 2006 - December 2006
Bear Stearns June 2005 - December 2005
CypressTree Investments April 2004 - June 2005
Skills
Equities
Education
Northeastern University 2004 — 2008
BSBA, Finance
John D. O'Bryant High School 1999 — 2003
High School Diploma, Mathematics and Science
Natixis Global Asset Management January 2014 - Present
Natixis Global Asset Management April 2012 - December 2013
Goldman Sachs September 2008 - June 2010
BlackRock July 2007 - January 2008
Copley Focus Centers March 2007 - December 2007
Merrill Lynch July 2006 - December 2006
Bear Stearns June 2005 - December 2005
CypressTree Investments April 2004 - June 2005
Skills
Equities
Education
Northeastern University 2004 — 2008
BSBA, Finance
John D. O'Bryant High School 1999 — 2003
High School Diploma, Mathematics and Science
Paul Stone, CPA's Merrill Lynch Experience 2006 - 2006
Job Senior Accountant at Boston University
Industry Accounting
Experience
Boston University 2012 - Present
Carey & Company 2010 - 2012
Deloitte 2007 - 2009
Deloitte 2006 - 2006
Merrill Lynch 2006 - 2006
Skills
Financial Analysis, Auditing, Financial Audits, Forensic Accounting, Microsoft Excel, Bloomberg, Microsoft Word, SharePoint, Outlook, PowerPoint, WebEx
Education
Northeastern University 2007 — 2008
Master of Science (M.S.), Accounting
Stonehill College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Boston University 2012 - Present
Carey & Company 2010 - 2012
Deloitte 2007 - 2009
Deloitte 2006 - 2006
Merrill Lynch 2006 - 2006
Skills
Financial Analysis, Auditing, Financial Audits, Forensic Accounting, Microsoft Excel, Bloomberg, Microsoft Word, SharePoint, Outlook, PowerPoint, WebEx
Education
Northeastern University 2007 — 2008
Master of Science (M.S.), Accounting
Stonehill College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Katia Zorogastua Katia Zorogastua's Merrill Lynch Experience September 2001 - August 2004
Job SIOP Intervention Teacher
Industry Education Management
Experience
Trenton Board of Education/Trenton Public Schools June 2014 - Present
Trenton Board of Education April 2013 - Present
Franklin Township Board of Education November 2009 - March 2014
Trenton Board of Education September 2004 - June 2009
Merrill Lynch September 2001 - August 2004
Skills
Curriculum Development, Teaching, Curriculum Design, Tutoring, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Windows, Outlook, Schedules, Test Management, Teacher Training, Teacher Mentoring, ESL, Lesson Planning, Differentiated..., Secondary Education, Test Planning, K-12, Elementary Education, Classroom Management, Classroom Assessment
Education
The College of New Jersey 2010 — 2012
Master of Education (M.Ed.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Ramapo College of NJ 1999 — 2002
Bachelor of Arts (B.A.), International Business
Raritan Valley Community College 1997 — 1999
Business Administration and Management, General
Northeastern University 1996 — 1996
International Business
Trenton Board of Education/Trenton Public Schools June 2014 - Present
Trenton Board of Education April 2013 - Present
Franklin Township Board of Education November 2009 - March 2014
Trenton Board of Education September 2004 - June 2009
Merrill Lynch September 2001 - August 2004
Skills
Curriculum Development, Teaching, Curriculum Design, Tutoring, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Windows, Outlook, Schedules, Test Management, Teacher Training, Teacher Mentoring, ESL, Lesson Planning, Differentiated..., Secondary Education, Test Planning, K-12, Elementary Education, Classroom Management, Classroom Assessment
Education
The College of New Jersey 2010 — 2012
Master of Education (M.Ed.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Ramapo College of NJ 1999 — 2002
Bachelor of Arts (B.A.), International Business
Raritan Valley Community College 1997 — 1999
Business Administration and Management, General
Northeastern University 1996 — 1996
International Business
Michael Lok Michael Lok's Merrill Lynch Experience 1999 - 2000
Job Vice President at T.S. Uniform Production, Inc.
Industry Logistics and Supply Chain
Experience
Amelia New York 2011 - Present
T.S. Uniform Production, Inc. 2001 - Present
Merrill Lynch 1999 - 2000
Waste Management March 1998 - February 1999
Manulife Financial 1998 - 1999
Tiffany & Co. 1996 - 1998
Skills
Supply Chain Management, Apparel, Sourcing, Textiles, Fashion, Footwear, Fabric Selection, Fabric Development, Custom Fabrication, Promotional Products, Manufacturing, Manufacturing Management, Global Sourcing, Private Label, Trend, Manufacturing..., Wovens, Tailoring, Trend Analysis, Fit, Merchandising, Product Development, Supply Chain, Fashion Design, Purchasing, Inventory Management, Luxury Goods, Knitwear, Strategic Sourcing, Sportswear, Brand Development, Logistics Management, Shoes, Supply Management, Production Planning, Target Costing, Creative Direction, Import
Education
Northeastern University
Amelia New York 2011 - Present
T.S. Uniform Production, Inc. 2001 - Present
Merrill Lynch 1999 - 2000
Waste Management March 1998 - February 1999
Manulife Financial 1998 - 1999
Tiffany & Co. 1996 - 1998
Skills
Supply Chain Management, Apparel, Sourcing, Textiles, Fashion, Footwear, Fabric Selection, Fabric Development, Custom Fabrication, Promotional Products, Manufacturing, Manufacturing Management, Global Sourcing, Private Label, Trend, Manufacturing..., Wovens, Tailoring, Trend Analysis, Fit, Merchandising, Product Development, Supply Chain, Fashion Design, Purchasing, Inventory Management, Luxury Goods, Knitwear, Strategic Sourcing, Sportswear, Brand Development, Logistics Management, Shoes, Supply Management, Production Planning, Target Costing, Creative Direction, Import
Education
Northeastern University
Izzy Haar Izzy Haar's Merrill Lynch Experience June 2011 - September 2011
Job Currency Management at State Street
Industry Financial Services
Experience
State Street June 2013 - December 2013
Pioneer Investments June 2012 - January 2013
ImustEAT LLC July 2011 - April 2012
Merrill Lynch June 2011 - September 2011
Steve Lonegan for Governor Campaign Headquarters March 2010 - July 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Bloomberg, PeopleSoft, Microsoft Excel, Microsoft Word, Marketing, Accounting, Budgets, Account Reconciliation, Finance, Sales, Business Planning, Access, Research, Customer Service, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree, Business Administration; Finance and Management, Religion Studies
Rae Kushner Yeshiva High
High School
State Street June 2013 - December 2013
Pioneer Investments June 2012 - January 2013
ImustEAT LLC July 2011 - April 2012
Merrill Lynch June 2011 - September 2011
Steve Lonegan for Governor Campaign Headquarters March 2010 - July 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Bloomberg, PeopleSoft, Microsoft Excel, Microsoft Word, Marketing, Accounting, Budgets, Account Reconciliation, Finance, Sales, Business Planning, Access, Research, Customer Service, Social Media
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree, Business Administration; Finance and Management, Religion Studies
Rae Kushner Yeshiva High
High School
Nicholas Ogonowsky Nicholas Ogonowsky's Merrill Lynch Experience January 2013 - July 2013
Job Commercial Real Estate Analyst at Goedecke & Co., LLC
Industry Financial Services
Experience
Goedecke & Co., LLC November 2013 - Present
Merrill Lynch January 2013 - July 2013
Sapers & Wallack, Inc. January 2012 - July 2012
Skills
PowerPoint, Excel, Word, Outlook, Adobe Acrobat, Morningstar, Microsoft Excel, Microsoft Word, Finance, Sales, Asset Allocation, Marketing, Facebook, Social Networking
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration - Finance
London School of Economics and Political Science 2012 — 2012
Study Abroad
Belmont Hill School 2006 — 2010
Goedecke & Co., LLC November 2013 - Present
Merrill Lynch January 2013 - July 2013
Sapers & Wallack, Inc. January 2012 - July 2012
Skills
PowerPoint, Excel, Word, Outlook, Adobe Acrobat, Morningstar, Microsoft Excel, Microsoft Word, Finance, Sales, Asset Allocation, Marketing, Facebook, Social Networking
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration - Finance
London School of Economics and Political Science 2012 — 2012
Study Abroad
Belmont Hill School 2006 — 2010
Christina Camuzzi Christina Camuzzi's Merrill Lynch Experience August 2010 - April 2013
Job Client Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Merrill Lynch August 2010 - April 2013
Skills
Series 7, Series 63, Series 65
Education
Northeastern University 2004 — 2008
BA, Communication and Media Studies
J.P. Morgan April 2013 - Present
Merrill Lynch August 2010 - April 2013
Skills
Series 7, Series 63, Series 65
Education
Northeastern University 2004 — 2008
BA, Communication and Media Studies
David Falco's Merrill Lynch Experience January 2009 - June 2009
Job Trading
Industry Financial Services
Experience
First New York Securities September 2014 - Present
Self Employed September 2012 - Present
GMO July 2010 - December 2010
Merrill Lynch January 2009 - June 2009
Skills
Data Mining, Predictive Analytics, Machine Learning, Quantitative Investing, Derivatives, Trading, Equities, Finance
Education
Northeastern University 2007 — 2012
First New York Securities September 2014 - Present
Self Employed September 2012 - Present
GMO July 2010 - December 2010
Merrill Lynch January 2009 - June 2009
Skills
Data Mining, Predictive Analytics, Machine Learning, Quantitative Investing, Derivatives, Trading, Equities, Finance
Education
Northeastern University 2007 — 2012
Drew Crittenden's Merrill Lynch Experience June 2013 - December 2013
Job Financial Analyst at Tiger Group, LLC
Industry Financial Services
Experience
Tiger Group, LLC July 2014 - Present
Merrill Lynch June 2013 - December 2013
Federated MDT Advisers July 2012 - December 2012
The Hartford July 2011 - December 2011
Skills
Finance, Risk Management, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Data Analysis, Corporate Finance, Investments, Analysis, Bloomberg, Valuation, Management
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance, Entrepreneurship
Tiger Group, LLC July 2014 - Present
Merrill Lynch June 2013 - December 2013
Federated MDT Advisers July 2012 - December 2012
The Hartford July 2011 - December 2011
Skills
Finance, Risk Management, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Data Analysis, Corporate Finance, Investments, Analysis, Bloomberg, Valuation, Management
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance, Entrepreneurship
Christine Carona Christine Carona's Merrill Lynch Experience March 1986 - August 1993
Job Sr. Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc March 2009 - Present
Smith Barney October 1999 - March 2009
Bank of Boston August 1993 - October 1999
Merrill Lynch March 1986 - August 1993
Education
Northeastern University 1996 — 2000
College of Financial Planning, Financial Planning
Syracuse University 1981 — 1985
BS
UBS Financial Services, Inc March 2009 - Present
Smith Barney October 1999 - March 2009
Bank of Boston August 1993 - October 1999
Merrill Lynch March 1986 - August 1993
Education
Northeastern University 1996 — 2000
College of Financial Planning, Financial Planning
Syracuse University 1981 — 1985
BS
Andrew Harder Andrew Harder's Merrill Lynch Experience January 2008 - June 2008
Job Integration Engineer at Moat
Industry Marketing and Advertising
Experience
Moat July 2015 - Present
BrightRoll (Acquired by Yahoo) July 2014 - July 2015
BrightRoll June 2013 - June 2014
Adecco Staffing, USA August 2011 - June 2013
SeraCare Life Sciences July 2009 - August 2010
Merrill Lynch January 2008 - June 2008
Skills
Competitive Analysis, Market Research, Accounting, Product Development, Sales
Education
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Moat July 2015 - Present
BrightRoll (Acquired by Yahoo) July 2014 - July 2015
BrightRoll June 2013 - June 2014
Adecco Staffing, USA August 2011 - June 2013
SeraCare Life Sciences July 2009 - August 2010
Merrill Lynch January 2008 - June 2008
Skills
Competitive Analysis, Market Research, Accounting, Product Development, Sales
Education
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Soo Jin Jeong Soo Jin Jeong's Merrill Lynch Experience January 2008 - June 2008
Job Senior Financial Markets Analyst
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Korea Investment & Securities Co., Ltd July 2010 - August 2010
Merrill Lynch January 2008 - June 2008
Pioneer Investments July 2006 - December 2006
Skills
Risk Management, Valuation, Bloomberg Terminal, Matlab
Education
Northeastern University
BA, Accounting/Finance
Fidelity Investments May 2011 - Present
Korea Investment & Securities Co., Ltd July 2010 - August 2010
Merrill Lynch January 2008 - June 2008
Pioneer Investments July 2006 - December 2006
Skills
Risk Management, Valuation, Bloomberg Terminal, Matlab
Education
Northeastern University
BA, Accounting/Finance
Joseph Maugeri CFP(R)'s Merrill Lynch Experience November 2007 - March 2011
Job Managing Director, Marketing and Corporate Relations at CFP Board
Industry Financial Services
Experience
CFP Board May 2014 - Present
CFP Board March 2011 - May 2014
Merrill Lynch November 2007 - March 2011
SEI Investments October 2002 - November 2007
AXA Advisors June 1989 - October 2002
Skills
Strategic Planning, Marketing Strategy, New Business Development, Building Relationships, Thought Leadership, Trend Following, Investments, Asset Management, Wealth Management, Mutual Funds, Financial Planning, Retirement, Management, Series 7, Financial Services, Retirement Planning
Education
Temple University 1978 — 1982
BA, History
Northeastern University
Master of Science, Leadership Studies
CFP Board May 2014 - Present
CFP Board March 2011 - May 2014
Merrill Lynch November 2007 - March 2011
SEI Investments October 2002 - November 2007
AXA Advisors June 1989 - October 2002
Skills
Strategic Planning, Marketing Strategy, New Business Development, Building Relationships, Thought Leadership, Trend Following, Investments, Asset Management, Wealth Management, Mutual Funds, Financial Planning, Retirement, Management, Series 7, Financial Services, Retirement Planning
Education
Temple University 1978 — 1982
BA, History
Northeastern University
Master of Science, Leadership Studies
Jennifer Blaber Jennifer Blaber's Merrill Lynch Experience 2006 - 2007
Job Director, Creative Services at Moda Operandi
Industry Retail
Experience
Moda Operandi, Inc April 2014 - Present
Moda Operandi, Inc January 2013 - April 2014
Scoop NYC 2010 - 2013
INTERMIX 2008 - 2010
INTERMIX 2007 - 2008
Merrill Lynch 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
E-commerce, Email Marketing, Photo Shoot Production, Creative Direction, Negotiation, Fashion, Microsoft Excel, Microsoft Word, Magento, Google Analytics, ExactTarget, CustomerPortfolios, KWI, MarketLive, Omniture, iPost, FiftyOne, MOM, ProfitPoints, FirstData, Authorize.net, Wordpress, Cognos, Windows, Great Plains Software, Bloomberg, WordPress, Illustrator, Adobe Creative Suite, Mac, Photography
Education
Northeastern University 2001 — 2006
Bachelor of Science (BS), International Business, 3.6
Moda Operandi, Inc April 2014 - Present
Moda Operandi, Inc January 2013 - April 2014
Scoop NYC 2010 - 2013
INTERMIX 2008 - 2010
INTERMIX 2007 - 2008
Merrill Lynch 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
E-commerce, Email Marketing, Photo Shoot Production, Creative Direction, Negotiation, Fashion, Microsoft Excel, Microsoft Word, Magento, Google Analytics, ExactTarget, CustomerPortfolios, KWI, MarketLive, Omniture, iPost, FiftyOne, MOM, ProfitPoints, FirstData, Authorize.net, Wordpress, Cognos, Windows, Great Plains Software, Bloomberg, WordPress, Illustrator, Adobe Creative Suite, Mac, Photography
Education
Northeastern University 2001 — 2006
Bachelor of Science (BS), International Business, 3.6
In Ho Song In Ho Song's Merrill Lynch Experience July 2008 - December 2008
Job Risk Management Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
First Trade Union Bank June 2010 - December 2010
Merrill Lynch July 2008 - December 2008
Skills
Credit, Visio, Finance, PowerPoint, Microsoft Excel, Analysis, Credit Risk, Data Analysis, Microsoft Word, Counterparty Risk, SQL, Middle Office, Basel II
Education
Northeastern University 2008 — 2011
BSBA, Dual Concentration: Finance & Accounting
Bank of America Merrill Lynch June 2011 - Present
First Trade Union Bank June 2010 - December 2010
Merrill Lynch July 2008 - December 2008
Skills
Credit, Visio, Finance, PowerPoint, Microsoft Excel, Analysis, Credit Risk, Data Analysis, Microsoft Word, Counterparty Risk, SQL, Middle Office, Basel II
Education
Northeastern University 2008 — 2011
BSBA, Dual Concentration: Finance & Accounting
Kyle A. Greer Kyle A. Greer's Merrill Lynch Experience January 2006 - June 2006
Job Sr. Operations at Voya Financial
Industry Investment Management
Experience
Voya Investment Management December 2013 - Present
SS&C Technologies May 2011 - December 2013
Virtus Investment Partners January 2008 - May 2011
Merrill Lynch January 2006 - June 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2004
Skills
Mutual Funds, Securities, Trading
Education
Northeastern University 2002 — 2007
BS, Marketing
Voya Investment Management December 2013 - Present
SS&C Technologies May 2011 - December 2013
Virtus Investment Partners January 2008 - May 2011
Merrill Lynch January 2006 - June 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2004
Skills
Mutual Funds, Securities, Trading
Education
Northeastern University 2002 — 2007
BS, Marketing
Colin Sullivan's Merrill Lynch Experience June 2010 - August 2010
Job Business Development Manager at Advera Health Analytics, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Advera Health Analytics, Inc. September 2014 - Present
FIG, Inc. January 2012 - September 2014
Northeastern University September 2012 - July 2014
Yale University Careers June 2011 - August 2012
Ed Mor Electric Company January 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Yale-New Haven Hospital March 2007 - June 2007
Skills
Matlab, Research, Teaching, Microsoft Office, C, C++, Programming, Business Development, Microsoft Excel, Entrepreneurship, Marketing, Blogging, Building a Twitter..., Java, HTML, Social Media Marketing, PowerPoint, Microsoft Word, Project Management, AutoCAD, Solidworks, Strategy, Management
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS), Computer Engineering, -
University of Massachusetts, Amherst 2008 — 2010
Bachelor of Science, Electrical and Computer Engineering
The University of Texas at Austin 2007 — 2008
Transferred, Electrical and Computer Engineering
The Hopkins School 2001 — 2007
Advera Health Analytics, Inc. September 2014 - Present
FIG, Inc. January 2012 - September 2014
Northeastern University September 2012 - July 2014
Yale University Careers June 2011 - August 2012
Ed Mor Electric Company January 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Yale-New Haven Hospital March 2007 - June 2007
Skills
Matlab, Research, Teaching, Microsoft Office, C, C++, Programming, Business Development, Microsoft Excel, Entrepreneurship, Marketing, Blogging, Building a Twitter..., Java, HTML, Social Media Marketing, PowerPoint, Microsoft Word, Project Management, AutoCAD, Solidworks, Strategy, Management
Education
Northeastern University 2012 — 2014
Bachelor of Science (BS), Computer Engineering, -
University of Massachusetts, Amherst 2008 — 2010
Bachelor of Science, Electrical and Computer Engineering
The University of Texas at Austin 2007 — 2008
Transferred, Electrical and Computer Engineering
The Hopkins School 2001 — 2007
Stephen Grobecker, CRPC Stephen Grobecker, CRPC's Merrill Lynch Experience June 2010 - Present
Job Director, Retirement Specialist
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Skills
Series 7, FINRA, Relationship Management, Training, Series 63, 401k, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Wealth Management, Series 6, Financial Advisory, Fixed Annuities, Strategic Financial..., Presenting Solutions, Financial Planning, Investments
Education
Northeastern University 1990 — 1995
Bachelor of Science, Criminal Justice
La Salle Institute Troy NY
High School
Merrill Lynch June 2010 - Present
Skills
Series 7, FINRA, Relationship Management, Training, Series 63, 401k, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Wealth Management, Series 6, Financial Advisory, Fixed Annuities, Strategic Financial..., Presenting Solutions, Financial Planning, Investments
Education
Northeastern University 1990 — 1995
Bachelor of Science, Criminal Justice
La Salle Institute Troy NY
High School
Angela Khoury Angela Khoury's Merrill Lynch Experience January 2006 - June 2006
Job Federal Reserve Bank of San Francisco Examiner
Industry Banking
Experience
Federal Reserve Bank of San Francisco September 2013 - Present
FDIC August 2008 - Present
Merrill Lynch January 2006 - June 2006
Skills
Finance, Financial Analysis, Auditing, Internal Controls, Financial Reporting, Internal Audit, Analysis, Derivatives, Loans, Risk Assessment, Credit Analysis, Credit, Banking, Credit Risk, Financial Modeling, Risk Management, Interest Rate Risk...
Education
Northeastern University 2003 — 2008
Bachelor, International Business, Finance
Northeastern University 2003 — 2008
Bachelor of Science, International Business; Finance and Italian
Federal Reserve Bank of San Francisco September 2013 - Present
FDIC August 2008 - Present
Merrill Lynch January 2006 - June 2006
Skills
Finance, Financial Analysis, Auditing, Internal Controls, Financial Reporting, Internal Audit, Analysis, Derivatives, Loans, Risk Assessment, Credit Analysis, Credit, Banking, Credit Risk, Financial Modeling, Risk Management, Interest Rate Risk...
Education
Northeastern University 2003 — 2008
Bachelor, International Business, Finance
Northeastern University 2003 — 2008
Bachelor of Science, International Business; Finance and Italian
Benjamin Beck, CFP®'s Merrill Lynch Experience December 2005 - February 2013
Job Managing Partner and Chief Investment Officer at Beck Bode Wealth Management, LLC
Industry Financial Services
Experience
Beck Bode Wealth Management, LLC February 2013 - Present
Merrill Lynch December 2005 - February 2013
Morgan Stanley December 2004 - September 2005
Northeast Aces April 2004 - July 2004
Brockton Rox July 2002 - September 2002
Skills
Wealth Management, Investments, Series 7, Securities, Asset Management, Portfolio Management, Equities, 401k, Asset Allocation, Financial Planning, FINRA DISPUTE...
Education
Northeastern University 1997 — 2002
B.S., Criminal Justice
South Portland High School 1993 — 1997
Beck Bode Wealth Management, LLC February 2013 - Present
Merrill Lynch December 2005 - February 2013
Morgan Stanley December 2004 - September 2005
Northeast Aces April 2004 - July 2004
Brockton Rox July 2002 - September 2002
Skills
Wealth Management, Investments, Series 7, Securities, Asset Management, Portfolio Management, Equities, 401k, Asset Allocation, Financial Planning, FINRA DISPUTE...
Education
Northeastern University 1997 — 2002
B.S., Criminal Justice
South Portland High School 1993 — 1997
Navin Aggarwal Navin Aggarwal's Merrill Lynch Experience January 2008 - June 2008
Job Business Development at NSK Tanzania Limited
Industry Financial Services
Experience
NSK Tanzania Limited July 2010 - Present
The Boston Consulting Group January 2009 - July 2009
Merrill Lynch January 2008 - June 2008
NSK Oil Company Limited May 2007 - August 2007
NSK Oil Company Limited June 2006 - August 2006
Education
Northeastern University 2006 — 2010
NSK Tanzania Limited July 2010 - Present
The Boston Consulting Group January 2009 - July 2009
Merrill Lynch January 2008 - June 2008
NSK Oil Company Limited May 2007 - August 2007
NSK Oil Company Limited June 2006 - August 2006
Education
Northeastern University 2006 — 2010
Raymond Banta Raymond Banta's Merrill Lynch Experience 2006 - 2008
Job Operations & Financial Management Executive
Industry Financial Services
Experience
Banta Consulting LLC 2008 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1994 - 2000
Merrill Lynch 1990 - 1994
Merrill Lynch 1987 - 1990
Sterling Drug Inc 1984 - 1987
Education
New York University - Leonard N. Stern School of Business
MBA
Northeastern University
BS
Banta Consulting LLC 2008 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1994 - 2000
Merrill Lynch 1990 - 1994
Merrill Lynch 1987 - 1990
Sterling Drug Inc 1984 - 1987
Education
New York University - Leonard N. Stern School of Business
MBA
Northeastern University
BS
Brenna Tetley Brenna Tetley's Merrill Lynch Experience July 2013 - July 2014
Job Global Corporate Investment Banking Analyst at Bank of America Merrill Lynch
Industry Accounting
Experience
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch July 2013 - July 2014
Merrill Lynch February 2012 - July 2013
Merrill Lynch January 2011 - July 2011
Parsons Brinckerhoff June 2009 - December 2009
Skills
Microsoft Excel, Finance, Variance Analysis, Management, PowerPoint, Essbase, Microsoft Office, Marketing, Invoicing, Equities, Journal Entries, Financial Analysis, Editing, Financial Reporting, Financial Modeling, Bloomberg, Access, Microsoft Word, New Business Development, Investments, Oracle Discoverer, Accounting
Education
Northeastern University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Management
University College Dublin 2010 — 2010
Business
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch July 2013 - July 2014
Merrill Lynch February 2012 - July 2013
Merrill Lynch January 2011 - July 2011
Parsons Brinckerhoff June 2009 - December 2009
Skills
Microsoft Excel, Finance, Variance Analysis, Management, PowerPoint, Essbase, Microsoft Office, Marketing, Invoicing, Equities, Journal Entries, Financial Analysis, Editing, Financial Reporting, Financial Modeling, Bloomberg, Access, Microsoft Word, New Business Development, Investments, Oracle Discoverer, Accounting
Education
Northeastern University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Management
University College Dublin 2010 — 2010
Business
Jessica LaSalle Jessica LaSalle's Merrill Lynch Experience September 2008 - August 2009
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2012 - Present
Bank of America Merrill Lynch August 2009 - August 2012
Merrill Lynch September 2008 - August 2009
Broadridge Financial Solutions March 2006 - September 2008
Skills
Fixed Income, Excel, Risk, Access, Equities, Visio, Financial Risk, Business Analysis, Capital Markets, Management, Microsoft Excel, Risk Management, Bloomberg, Derivatives, Trading Systems, Securities, Trading, Fantasy Football, Securities Regulation
Education
Northeastern University 1999 — 2004
Bachelor of Science degree, Business Administration; Finance
Deutsche Bank August 2012 - Present
Bank of America Merrill Lynch August 2009 - August 2012
Merrill Lynch September 2008 - August 2009
Broadridge Financial Solutions March 2006 - September 2008
Skills
Fixed Income, Excel, Risk, Access, Equities, Visio, Financial Risk, Business Analysis, Capital Markets, Management, Microsoft Excel, Risk Management, Bloomberg, Derivatives, Trading Systems, Securities, Trading, Fantasy Football, Securities Regulation
Education
Northeastern University 1999 — 2004
Bachelor of Science degree, Business Administration; Finance
Christopher Edic Christopher Edic's Merrill Lynch Experience January 2003 - March 2009
Job Business Account Executive
Industry Telecommunications
Experience
Comcast Business Sales February 2014 - Present
Mayer Tree Service, Inc. April 2011 - Present
Merrill Lynch January 2003 - March 2009
U.S. Army Reserve December 1994 - March 2003
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Sales, Team Building, Social Networking, Team Leadership, Leadership, Marketing, Bloomberg, Management, Account Management, New Business Development, Salesforce.com
Education
Northeastern University 2001 — 2010
Bachelor of Science Business Administration, Marketing
Northern Essex Community College 1999 — 2001
Associate's degree Business, Business
Comcast Business Sales February 2014 - Present
Mayer Tree Service, Inc. April 2011 - Present
Merrill Lynch January 2003 - March 2009
U.S. Army Reserve December 1994 - March 2003
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Sales, Team Building, Social Networking, Team Leadership, Leadership, Marketing, Bloomberg, Management, Account Management, New Business Development, Salesforce.com
Education
Northeastern University 2001 — 2010
Bachelor of Science Business Administration, Marketing
Northern Essex Community College 1999 — 2001
Associate's degree Business, Business
Joseph Jeno's Merrill Lynch Experience July 2011 - January 2012
Job Operations Associate at Clough Capital Partners, L.P.
Industry Investment Banking
Experience
Clough Capital Partners, L.P. July 2013 - Present
Clough Capital Partners, L.P. June 2012 - June 2013
Merrill Lynch July 2011 - January 2012
United States Army April 2008 - August 2009
United States Army January 2007 - April 2008
United States Army October 2005 - January 2007
Skills
Bloomberg Terminal, Eze Castle, Microsoft Office, Visual Basic, Pivot Tables, VBA Scripting, Vlookup, Investments, Microsoft Word, VBA, Financial Modeling, Analysis, Mutual Funds
Education
Northeastern University 2010 — 2013
Bachelor of Science (BS), Finance, Computer Science, 3.6
Clough Capital Partners, L.P. July 2013 - Present
Clough Capital Partners, L.P. June 2012 - June 2013
Merrill Lynch July 2011 - January 2012
United States Army April 2008 - August 2009
United States Army January 2007 - April 2008
United States Army October 2005 - January 2007
Skills
Bloomberg Terminal, Eze Castle, Microsoft Office, Visual Basic, Pivot Tables, VBA Scripting, Vlookup, Investments, Microsoft Word, VBA, Financial Modeling, Analysis, Mutual Funds
Education
Northeastern University 2010 — 2013
Bachelor of Science (BS), Finance, Computer Science, 3.6
Jason Silverman Jason Silverman's Merrill Lynch Experience January 2007 - June 2007
Job Tax Specialist at Feeley & Driscoll, P.C.
Industry Accounting
Experience
Feeley & Driscoll, P.C. January 2009 - Present
Merrill Lynch January 2007 - June 2007
Skills
Tax, General Ledger, Microsoft Excel, Variance Analysis, Hyperion Enterprise, Journal Entries, US GAAP, Financial Reporting, Accounting, Income Tax, Financial Analysis
Education
Northeastern University 2006 — 2011
Bachelor of Science, Accounting/Finance
Feeley & Driscoll, P.C. January 2009 - Present
Merrill Lynch January 2007 - June 2007
Skills
Tax, General Ledger, Microsoft Excel, Variance Analysis, Hyperion Enterprise, Journal Entries, US GAAP, Financial Reporting, Accounting, Income Tax, Financial Analysis
Education
Northeastern University 2006 — 2011
Bachelor of Science, Accounting/Finance
Donald Casali Donald Casali's Merrill Lynch Experience 1991 - 1999
Job Head of Operations untapt
Industry Financial Services
Experience
untapt June 2014 - Present
Deutsche Bank June 1999 - March 2014
Merrill Lynch 1991 - 1999
Skills
Equities, Trading Systems, Fixed Income, Capital Markets, Equity Derivatives, Investment Banking, Risk Management, Derivatives, Middle Office, Hedge Funds, Electronic Trading
Education
Northeastern University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Saint Peters University 1990 — 1991
Master of Business Administration (MBA), MIS
untapt June 2014 - Present
Deutsche Bank June 1999 - March 2014
Merrill Lynch 1991 - 1999
Skills
Equities, Trading Systems, Fixed Income, Capital Markets, Equity Derivatives, Investment Banking, Risk Management, Derivatives, Middle Office, Hedge Funds, Electronic Trading
Education
Northeastern University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Saint Peters University 1990 — 1991
Master of Business Administration (MBA), MIS
Daniel Coriddi Daniel Coriddi's Merrill Lynch Experience January 2010 - July 2010
Job Associate at McCabe Heidrich & Wong, P.C.
Industry Financial Services
Experience
McCabe Heidrich & Wong, P.C. July 2012 - Present
Actifio June 2011 - September 2011
Scotia Capital January 2011 - July 2011
Merrill Lynch January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Education
Northeastern University 2007 — 2012
BSBA, Finance
McCabe Heidrich & Wong, P.C. July 2012 - Present
Actifio June 2011 - September 2011
Scotia Capital January 2011 - July 2011
Merrill Lynch January 2010 - July 2010
John Hancock Life Insurance Company (U.S.A.) January 2009 - June 2009
Education
Northeastern University 2007 — 2012
BSBA, Finance
Christopher Karambelas Christopher Karambelas's Merrill Lynch Experience January 2006 - June 2006
Job Vice President at ToneyKorf Partners, LLC
Industry Financial Services
Experience
ToneyKorf Partners, LLC February 2015 - Present
Grant Thornton July 2009 - February 2015
BMC Group December 2007 - July 2009
Tocqueville Asset Management March 2007 - November 2007
Merrill Lynch January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Access Database, Access, Applications..., Analysis, Risk Management, Business Analysis, Software Documentation, Testing
Education
Northeastern University 2003 — 2006
BS, Finance, Accounting
Vermont Technical College 2001 — 2003
AS, Computer Engineering Technology
ToneyKorf Partners, LLC February 2015 - Present
Grant Thornton July 2009 - February 2015
BMC Group December 2007 - July 2009
Tocqueville Asset Management March 2007 - November 2007
Merrill Lynch January 2006 - June 2006
Merrill Lynch January 2005 - June 2005
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Access Database, Access, Applications..., Analysis, Risk Management, Business Analysis, Software Documentation, Testing
Education
Northeastern University 2003 — 2006
BS, Finance, Accounting
Vermont Technical College 2001 — 2003
AS, Computer Engineering Technology
Christos Goumenos Christos Goumenos's Merrill Lynch Experience July 2007 - December 2007
Job Manager of Business Intelligence at All Web Leads, Inc.
Industry Information Technology and Services
Experience
All Web Leads, Inc. May 2013 - Present
Clarity Services, Inc. October 2012 - April 2013
Clarity Services, Inc. September 2011 - October 2012
Clarity Services, Inc. January 2011 - September 2011
Clarity Services, Inc. March 2010 - January 2011
Wisdom Web Hosting June 2002 - July 2009
Scotia Capital July 2008 - January 2009
Merrill Lynch July 2007 - December 2007
Staples May 2006 - June 2007
Action Advocacy 2004 - 2005
Skills
SQL, Ruby on Rails, Microsoft Excel, Business Analytics, Customer Service, Data Analysis, Data Mining, Small Business Online..., Photoshop, HTML, CSS, Wordpress, Online Lead Generation, Risk Analytics, SAS, Subprime, Credit Risk, Decision Trees, Product Management, Analysis, Analytics, Risk Management, Management, Integration, XML, Process Improvement, Marketing
Education
Northeastern University 2004 — 2009
Information Science, Business, Information Science, Computer Science
All Web Leads, Inc. May 2013 - Present
Clarity Services, Inc. October 2012 - April 2013
Clarity Services, Inc. September 2011 - October 2012
Clarity Services, Inc. January 2011 - September 2011
Clarity Services, Inc. March 2010 - January 2011
Wisdom Web Hosting June 2002 - July 2009
Scotia Capital July 2008 - January 2009
Merrill Lynch July 2007 - December 2007
Staples May 2006 - June 2007
Action Advocacy 2004 - 2005
Skills
SQL, Ruby on Rails, Microsoft Excel, Business Analytics, Customer Service, Data Analysis, Data Mining, Small Business Online..., Photoshop, HTML, CSS, Wordpress, Online Lead Generation, Risk Analytics, SAS, Subprime, Credit Risk, Decision Trees, Product Management, Analysis, Analytics, Risk Management, Management, Integration, XML, Process Improvement, Marketing
Education
Northeastern University 2004 — 2009
Information Science, Business, Information Science, Computer Science
Greg Nowill Greg Nowill's Merrill Lynch Experience July 2007 - January 2008
Job Private Equity Fund Services, Senior Associate at State Street Bank & Trust
Industry Financial Services
Experience
State Street June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank February 2010 - March 2014
Boardwalk Properties June 2009 - September 2009
Merrill Lynch July 2007 - January 2008
Aviva plc July 2006 - January 2007
Skills
Mutual Funds, Fixed Income, Accounting, Money Market Funds, Excel, Financial Reporting, Trade Operations, Loan Servicing, Credit, Bloomberg, Securities, Credit Derivatives, Analysis, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Accounting
Northeastern University 2012 — 2013
Graduate Certificate of Advanced Study in Management
Northeastern University 2004 — 2009
Bachelor of Science, Economics
State Street June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank February 2010 - March 2014
Boardwalk Properties June 2009 - September 2009
Merrill Lynch July 2007 - January 2008
Aviva plc July 2006 - January 2007
Skills
Mutual Funds, Fixed Income, Accounting, Money Market Funds, Excel, Financial Reporting, Trade Operations, Loan Servicing, Credit, Bloomberg, Securities, Credit Derivatives, Analysis, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Accounting
Northeastern University 2012 — 2013
Graduate Certificate of Advanced Study in Management
Northeastern University 2004 — 2009
Bachelor of Science, Economics
Ryan Stocker Ryan Stocker's Merrill Lynch Experience June 2000 - December 2002
Job Real Estate Sales Professional Investor Specialist at Keller Williams Realty, Inc.
Industry Information Services
Experience
Keller Williams Realty, Inc. 2015 - Present
Dun & Bradstreet 2012 - 2015
Hoffman Insurance Consultants, LLC October 2010 - October 2012
Atlantic Ridge Landscape Design-Build January 2003 - October 2010
Merrill Lynch June 2000 - December 2002
Skills
Salesforce.com, Marketing, Lead Generation, Insurance, Sales Process, Account Management, Sales Management, Underwriting, Solution Selling, New Business Development, B2B, Direct Sales, Property & Casualty..., Customer Satisfaction, Leadership, Cold Calling, Contract Negotiation, Customer Service, Marketing Strategy, Business Development, Coaching, Key Account Management, Selling, CRM, Sales, Sales Presentations, Customer Retention, Sales Operations, Strategic Partnerships, Customer Acquisition, Competitive Analysis, Strategy, Direct Marketing, Analytics, Building Relationships, Management, Email Marketing, Small Business, Relationship Management, Team Building, Market Research, Strategic Planning, SaaS, Database Marketing, Product Marketing, Training, Business Strategy, Team Leadership, B2B Marketing, Negotiation
Education
Northeastern University 1995 — 2000
Bachelor of Business Administration (BBA), Finance and Insurance, Cum Laude
Keller Williams Realty, Inc. 2015 - Present
Dun & Bradstreet 2012 - 2015
Hoffman Insurance Consultants, LLC October 2010 - October 2012
Atlantic Ridge Landscape Design-Build January 2003 - October 2010
Merrill Lynch June 2000 - December 2002
Skills
Salesforce.com, Marketing, Lead Generation, Insurance, Sales Process, Account Management, Sales Management, Underwriting, Solution Selling, New Business Development, B2B, Direct Sales, Property & Casualty..., Customer Satisfaction, Leadership, Cold Calling, Contract Negotiation, Customer Service, Marketing Strategy, Business Development, Coaching, Key Account Management, Selling, CRM, Sales, Sales Presentations, Customer Retention, Sales Operations, Strategic Partnerships, Customer Acquisition, Competitive Analysis, Strategy, Direct Marketing, Analytics, Building Relationships, Management, Email Marketing, Small Business, Relationship Management, Team Building, Market Research, Strategic Planning, SaaS, Database Marketing, Product Marketing, Training, Business Strategy, Team Leadership, B2B Marketing, Negotiation
Education
Northeastern University 1995 — 2000
Bachelor of Business Administration (BBA), Finance and Insurance, Cum Laude
Michael Kanouse, CFP®'s Merrill Lynch Experience April 2014 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Mark Kanouse, Certified Public Accountant January 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - September 2012
RegentAtlantic Capital, LLC September 2011 - December 2011
Fidelity Investments August 2010 - September 2011
Fidelity Investments June 2008 - August 2010
Plymouth Rock Assurance January 2006 - July 2006
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Outlook, Asset Allocation, Microsoft Office, Wealth Management, Fixed Income, Investment Strategies, Equities, Morningstar, ETFs, Financial Planning, Financial Analysis, Leadership, Insurance, IRAs, College Planning, Annuties, Money Guide Pro, Blogging, Writing Skills, Seminar Presentation, Equity Research, Internet, Siebel CRM, Microsoft Windows 8, Microsoft Windows 7, Microsoft Vista, Microsoft CRM, Series 66, Licensed Life Insurance..., QuickBooks, Cash Flow, Equity Trading, Charitable Trusts, GRATs, Tax Harvesting, Equity Research Analysis, Money Managers, Wealth Outlook, Salesforce.com, Employee Stock Options, Tax-advantaged..., Separately Managed...
Education
Northeastern University 2005 — 2008
B.S., Finance and Marketing
Fairleigh Dickenson University 2009 — 2010
CFP Certification, Financial Planning
University of Maryland College Park 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Merrill Lynch April 2014 - Present
Mark Kanouse, Certified Public Accountant January 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - September 2012
RegentAtlantic Capital, LLC September 2011 - December 2011
Fidelity Investments August 2010 - September 2011
Fidelity Investments June 2008 - August 2010
Plymouth Rock Assurance January 2006 - July 2006
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Outlook, Asset Allocation, Microsoft Office, Wealth Management, Fixed Income, Investment Strategies, Equities, Morningstar, ETFs, Financial Planning, Financial Analysis, Leadership, Insurance, IRAs, College Planning, Annuties, Money Guide Pro, Blogging, Writing Skills, Seminar Presentation, Equity Research, Internet, Siebel CRM, Microsoft Windows 8, Microsoft Windows 7, Microsoft Vista, Microsoft CRM, Series 66, Licensed Life Insurance..., QuickBooks, Cash Flow, Equity Trading, Charitable Trusts, GRATs, Tax Harvesting, Equity Research Analysis, Money Managers, Wealth Outlook, Salesforce.com, Employee Stock Options, Tax-advantaged..., Separately Managed...
Education
Northeastern University 2005 — 2008
B.S., Finance and Marketing
Fairleigh Dickenson University 2009 — 2010
CFP Certification, Financial Planning
University of Maryland College Park 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Adele Scala's Merrill Lynch Experience January 2007 - June 2007
Job Territory Manager, Body Division ULTRASHAPE & VELASHAPE
Industry Medical Devices
Experience
Syneron Candela April 2015 - Present
Aqua Pharmaceuticals, an Almirall Company February 2011 - April 2015
International Pageants, Inc. October 2011 - October 2012
New York Jets May 2010 - March 2011
New England Patriots March 2009 - March 2010
American Cancer Society December 2008 - October 2009
Merrill Lynch January 2007 - June 2007
Skills
Performing, On-camera, Public Speaking, Marketing, Communication, Leadership, Highly personable, Writing, Selling, Relationship Management, Interpersonal Skill, Dermatology, Pharmaceutical Sales, Building Relationships, Sales, Sales Force Development, Marketing Strategy, Sales Process, Customer Service, Product Launch, Pharmaceutical Industry, Sales Effectiveness, Account Management, Sales Operations, Sales Presentations
Education
Northeastern University 2004 — 2008
Bachelor's degree, Management and Marketing
Syneron Candela April 2015 - Present
Aqua Pharmaceuticals, an Almirall Company February 2011 - April 2015
International Pageants, Inc. October 2011 - October 2012
New York Jets May 2010 - March 2011
New England Patriots March 2009 - March 2010
American Cancer Society December 2008 - October 2009
Merrill Lynch January 2007 - June 2007
Skills
Performing, On-camera, Public Speaking, Marketing, Communication, Leadership, Highly personable, Writing, Selling, Relationship Management, Interpersonal Skill, Dermatology, Pharmaceutical Sales, Building Relationships, Sales, Sales Force Development, Marketing Strategy, Sales Process, Customer Service, Product Launch, Pharmaceutical Industry, Sales Effectiveness, Account Management, Sales Operations, Sales Presentations
Education
Northeastern University 2004 — 2008
Bachelor's degree, Management and Marketing
Justin Kraus Justin Kraus's Merrill Lynch Experience January 2008 - August 2008
Job Assistant Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Bank of America Merrill Lynch March 2014 - July 2015
Bank of America Merrill Lynch May 2009 - April 2014
Northeastern University School of Continuing Education September 2007 - May 2009
Merrill Lynch January 2008 - August 2008
Lallemand January 2007 - June 2007
Skills
Equities, Credit Risk, Fixed Income, Derivatives, Investment Banking, Portfolio Management, Valuation, Capital Markets
Education
Northeastern University
Bachelor of Science (BS), Finance, Entrepreneurship
Barclays Investment Bank July 2015 - Present
Bank of America Merrill Lynch March 2014 - July 2015
Bank of America Merrill Lynch May 2009 - April 2014
Northeastern University School of Continuing Education September 2007 - May 2009
Merrill Lynch January 2008 - August 2008
Lallemand January 2007 - June 2007
Skills
Equities, Credit Risk, Fixed Income, Derivatives, Investment Banking, Portfolio Management, Valuation, Capital Markets
Education
Northeastern University
Bachelor of Science (BS), Finance, Entrepreneurship
Chasin Prather Chasin Prather's Merrill Lynch Experience June 2007 - December 2007
Job Mark 1 Real Estate Realtor/Owner
Industry Financial Services
Experience
Mark 1 Real Estate November 2013 - Present
Buy America Real Estate August 2008 - Present
Merrill Lynch June 2007 - December 2007
Buy America Real Estate January 2004 - February 2007
EF Educational Tours January 2006 - July 2006
Skills
Real Estate, Strategic Planning, First Time Home Buyers, Management, Real Estate Transactions, Sellers, Account Management, Investment Properties, Financial Analysis, Loans, Salesforce.com, Microsoft Excel, Sales
Education
Northeastern University 2003 — 2008
BSBA, Entrepreneurship and New Venture Management
Mark 1 Real Estate November 2013 - Present
Buy America Real Estate August 2008 - Present
Merrill Lynch June 2007 - December 2007
Buy America Real Estate January 2004 - February 2007
EF Educational Tours January 2006 - July 2006
Skills
Real Estate, Strategic Planning, First Time Home Buyers, Management, Real Estate Transactions, Sellers, Account Management, Investment Properties, Financial Analysis, Loans, Salesforce.com, Microsoft Excel, Sales
Education
Northeastern University 2003 — 2008
BSBA, Entrepreneurship and New Venture Management
Jackie Bellows, CAIA Jackie Bellows, CAIA's Merrill Lynch Experience August 2011 - Present
Job Assistant Vice President, Alternative Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Goldman Sachs January 2010 - June 2010
Goldman Sachs January 2009 - June 2009
Adfero September 2008 - December 2008
Standish Mellon Asset Management January 2008 - August 2008
Skills
Hedge Funds, Alternative Investments, Securities Lending, Series 7, Mutual Funds, Bloomberg Terminal, Asset Management, Investments, Asset Allocation, Capital Markets, Portfolio Management, Valuation, Private Equity, Options, Investment Strategies, Financial Analysis, Wealth Management
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration
London School of Economics and Political Science 2008 — 2008
Study Abroad Student, Politics
Nichols High School 2002 — 2006
Merrill Lynch August 2011 - Present
Goldman Sachs January 2010 - June 2010
Goldman Sachs January 2009 - June 2009
Adfero September 2008 - December 2008
Standish Mellon Asset Management January 2008 - August 2008
Skills
Hedge Funds, Alternative Investments, Securities Lending, Series 7, Mutual Funds, Bloomberg Terminal, Asset Management, Investments, Asset Allocation, Capital Markets, Portfolio Management, Valuation, Private Equity, Options, Investment Strategies, Financial Analysis, Wealth Management
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration
London School of Economics and Political Science 2008 — 2008
Study Abroad Student, Politics
Nichols High School 2002 — 2006
Jessie Vide Jessie Vide's Merrill Lynch Experience July 2011 - April 2012
Job Credit Risk Analyst: Hedge Funds at UBS Investment Bank
Industry Higher Education
Experience
UBS Investment Bank January 2015 - Present
UBS September 2013 - January 2015
UBS Investment Bank July 2012 - December 2012
SAP Middle East and North Africa May 2012 - June 2012
Merrill Lynch July 2011 - April 2012
US Department of the Treasury: Office of Thrift Supervision July 2010 - December 2010
Skills
Knowledgeable in Excel..., Familiar with Access..., Strong multi-tasking..., Very organized, Ability to adapt quickly, QuickBooks, Managerial Finance, Financial Analysis, Risk Management, Financial Risk, Financial Accounting, Finance, Banking, Analysis, Investment Banking, Accounting, Microsoft Excel
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance and Accounting
The Waterford School 2006 — 2008
High School Diploma, College Preparatory
Ravenscroft 2004 — 2006
College Preparatory
UBS Investment Bank January 2015 - Present
UBS September 2013 - January 2015
UBS Investment Bank July 2012 - December 2012
SAP Middle East and North Africa May 2012 - June 2012
Merrill Lynch July 2011 - April 2012
US Department of the Treasury: Office of Thrift Supervision July 2010 - December 2010
Skills
Knowledgeable in Excel..., Familiar with Access..., Strong multi-tasking..., Very organized, Ability to adapt quickly, QuickBooks, Managerial Finance, Financial Analysis, Risk Management, Financial Risk, Financial Accounting, Finance, Banking, Analysis, Investment Banking, Accounting, Microsoft Excel
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance and Accounting
The Waterford School 2006 — 2008
High School Diploma, College Preparatory
Ravenscroft 2004 — 2006
College Preparatory
Maria Halai's Merrill Lynch Experience 2004 - 2008
Job Senior IT Project Manager/Business Analyst Investment Operations Applications at Invesco
Industry Banking
Experience
Invesco Ltd. May 2012 - Present
Citi July 2011 - May 2012
Credit Suisse April 2008 - June 2011
Merrill Lynch 2004 - 2008
Skills
Derivatives, Credit Derivatives, Middle Office, Trading Systems, Fixed Income, Equities, Investment Banking, Interest Rate..., Capital Markets, Prime Brokerage, Business Analysis, Back Office, Options, Electronic Trading, Bloomberg, Structured Products, Swaps, Equity Derivatives, FX Options, Hedge Funds, CDS, Settlement, Market Data, SDLC, Financial Services, Banking, Securities, Finance, Financial Markets, Project Management
Education
Northeastern University 2003 — 2007
Bachelors of Science in Business Administration, Management Information Systems
Invesco Ltd. May 2012 - Present
Citi July 2011 - May 2012
Credit Suisse April 2008 - June 2011
Merrill Lynch 2004 - 2008
Skills
Derivatives, Credit Derivatives, Middle Office, Trading Systems, Fixed Income, Equities, Investment Banking, Interest Rate..., Capital Markets, Prime Brokerage, Business Analysis, Back Office, Options, Electronic Trading, Bloomberg, Structured Products, Swaps, Equity Derivatives, FX Options, Hedge Funds, CDS, Settlement, Market Data, SDLC, Financial Services, Banking, Securities, Finance, Financial Markets, Project Management
Education
Northeastern University 2003 — 2007
Bachelors of Science in Business Administration, Management Information Systems
Leo Cohen Leo Cohen's Merrill Lynch Experience January 2007 - July 2007
Job Enterprise Executive Manager at Tableau Software
Industry Information Technology and Services
Experience
Tableau Software May 2015 - Present
Sisense September 2014 - May 2015
IBM February 2014 - September 2014
IBM October 2011 - February 2014
IBM January 2011 - October 2011
IBM June 2008 - December 2010
Merrill Lynch January 2007 - July 2007
Skills
Sales, Business Analysis, CRM, Business Intelligence, Sales Operations, Cloud Computing, Analytics, Solution Selling, Cognos, Business Analytics, Analysis, Enterprise Software, SaaS, Management, Business Development, Professional Services, Data Warehousing, Leadership, Salesforce.com, Big Data
Education
Northeastern University 2004 — 2008
B.S. Business Administration, Finance, Marketing
University of Delaware 2003 — 2004
Blind Brook High School 1999 — 2003
High School Diploma
Tableau Software May 2015 - Present
Sisense September 2014 - May 2015
IBM February 2014 - September 2014
IBM October 2011 - February 2014
IBM January 2011 - October 2011
IBM June 2008 - December 2010
Merrill Lynch January 2007 - July 2007
Skills
Sales, Business Analysis, CRM, Business Intelligence, Sales Operations, Cloud Computing, Analytics, Solution Selling, Cognos, Business Analytics, Analysis, Enterprise Software, SaaS, Management, Business Development, Professional Services, Data Warehousing, Leadership, Salesforce.com, Big Data
Education
Northeastern University 2004 — 2008
B.S. Business Administration, Finance, Marketing
University of Delaware 2003 — 2004
Blind Brook High School 1999 — 2003
High School Diploma
Edmund Griffin Edmund Griffin's Merrill Lynch Experience May 2007 - August 2015
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street August 2015 - Present
Merrill Lynch May 2007 - August 2015
Bank of America Securities May 2005 - June 2007
Deutsche Bank January 2003 - December 2003
Skills
Fixed Income, CDS, Series 7, Bonds, Credit Derivatives, Structured Products, Derivatives, Series 63, High Yield, Bloomberg, Equities, Hedge Funds, Capital Markets, Investments, Trading, Credit, Financial Markets, Swaps, CDO, Securities
Education
Northeastern University 2000 — 2005
Bachelor of Science, Business Administration; Finance and Insurance
State Street August 2015 - Present
Merrill Lynch May 2007 - August 2015
Bank of America Securities May 2005 - June 2007
Deutsche Bank January 2003 - December 2003
Skills
Fixed Income, CDS, Series 7, Bonds, Credit Derivatives, Structured Products, Derivatives, Series 63, High Yield, Bloomberg, Equities, Hedge Funds, Capital Markets, Investments, Trading, Credit, Financial Markets, Swaps, CDO, Securities
Education
Northeastern University 2000 — 2005
Bachelor of Science, Business Administration; Finance and Insurance
Rebecca Payne Rebecca Payne's Merrill Lynch Experience 2008 - 2008
Job Director of Global Strategic Projects and Certified Lean Six Sigma Black Belt
Industry Logistics and Supply Chain
Experience
NBCUniversal, Inc. July 2015 - Present
Staples September 2013 - July 2015
Staples June 2012 - September 2013
Staples May 2011 - June 2012
Staples January 2010 - June 2011
Northeastern University September 2010 - April 2011
Walt Disney World 2009 - 2009
Merrill Lynch 2008 - 2008
ManTech May 2007 - August 2007
Skills
Excel, Business Analysis, Access, Six Sigma, Process Improvement, Supply Chain, Minitab, Analytics, Inventory Management, Supply Chain Management, Microsoft Excel, Data Analysis, Analysis, Operations Management, Cross-functional Team..., Process Excellence, Management, Logistics, Forecasting, Project Management
Education
Northeastern University 2006 — 2011
Bachelor of Science (BS), Industrial Engineering
NBCUniversal, Inc. July 2015 - Present
Staples September 2013 - July 2015
Staples June 2012 - September 2013
Staples May 2011 - June 2012
Staples January 2010 - June 2011
Northeastern University September 2010 - April 2011
Walt Disney World 2009 - 2009
Merrill Lynch 2008 - 2008
ManTech May 2007 - August 2007
Skills
Excel, Business Analysis, Access, Six Sigma, Process Improvement, Supply Chain, Minitab, Analytics, Inventory Management, Supply Chain Management, Microsoft Excel, Data Analysis, Analysis, Operations Management, Cross-functional Team..., Process Excellence, Management, Logistics, Forecasting, Project Management
Education
Northeastern University 2006 — 2011
Bachelor of Science (BS), Industrial Engineering
Dean Durback's Merrill Lynch Experience June 2013 - June 2015
Job SFA at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America June 2015 - Present
Merrill Lynch June 2013 - June 2015
Turner Business Services March 2011 - July 2011
Beth Israel Deaconess Medical Center January 2010 - August 2010
Skills
Analysis, Microsoft Excel, General Ledger, QuickBooks, Variance Analysis, Finance, VBA, Customer Service, Data Analysis, Management, Microsoft Word
Education
Northeastern University 2008 — 2012
BSBA, Accounting and Finance
American University of Rome
International Finance
Bank of America June 2015 - Present
Merrill Lynch June 2013 - June 2015
Turner Business Services March 2011 - July 2011
Beth Israel Deaconess Medical Center January 2010 - August 2010
Skills
Analysis, Microsoft Excel, General Ledger, QuickBooks, Variance Analysis, Finance, VBA, Customer Service, Data Analysis, Management, Microsoft Word
Education
Northeastern University 2008 — 2012
BSBA, Accounting and Finance
American University of Rome
International Finance
Kyle Lawrence's Merrill Lynch Experience January 2013 - June 2013
Job Recent Graduate of Northeastern University (Finance); Series 63
Industry Financial Services
Experience
GE Capital June 2014 - August 2014
State Street July 2013 - December 2013
Merrill Lynch January 2013 - June 2013
Candlewick Press June 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Research, Social Media, Customer Service, Access, Photoshop, English, Java, Bloomberg, Sales Management, Entrepreneurship, Brand Management, Finance, Investments, Leadership, Management, Event Planning
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Finance, Business Management, Senior
Catholic Memorial High School 2006 — 2010
GE Capital June 2014 - August 2014
State Street July 2013 - December 2013
Merrill Lynch January 2013 - June 2013
Candlewick Press June 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Research, Social Media, Customer Service, Access, Photoshop, English, Java, Bloomberg, Sales Management, Entrepreneurship, Brand Management, Finance, Investments, Leadership, Management, Event Planning
Education
Northeastern University 2010 — 2015
Bachelor of Science (B.S.), Finance, Business Management, Senior
Catholic Memorial High School 2006 — 2010
Paula Ingalls Paula Ingalls's Merrill Lynch Experience March 1987 - September 1993
Job HISET Instructor
Industry Insurance
Experience
Western Massachusetts Correctional Alcohol Center December 2014 - Present
Holyoke Community College Adult Learning Center September 2014 - Present
Hampden County Sheriff's Department Pre-Release Center October 2013 - Present
Holyke Community College Adult Learning Center July 2013 - Present
Travelers September 2005 - July 2013
Holyoke Community College September 2012 - June 2013
Phoenix Life Insurance Company September 1993 - August 2004
Merrill Lynch March 1987 - September 1993
Skills
Manage for Results That..., Risk..., Process Improvement, Employee..., Building..., Project Management, Training Support &..., Budgets, Forecasting, Coaching, Community Outreach, Customer Service, Strategic Planning, Higher Education
Education
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Physical Education, Science and Health
Western Massachusetts Correctional Alcohol Center December 2014 - Present
Holyoke Community College Adult Learning Center September 2014 - Present
Hampden County Sheriff's Department Pre-Release Center October 2013 - Present
Holyke Community College Adult Learning Center July 2013 - Present
Travelers September 2005 - July 2013
Holyoke Community College September 2012 - June 2013
Phoenix Life Insurance Company September 1993 - August 2004
Merrill Lynch March 1987 - September 1993
Skills
Manage for Results That..., Risk..., Process Improvement, Employee..., Building..., Project Management, Training Support &..., Budgets, Forecasting, Coaching, Community Outreach, Customer Service, Strategic Planning, Higher Education
Education
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Physical Education, Science and Health
Susan Hutcheon Susan Hutcheon's Merrill Lynch Experience October 1997 - October 2011
Job Account Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2011 - Present
UBS October 2011 - Present
Merrill Lynch October 1997 - October 2011
Merrill Lynch October 1997 - October 2011
Skills
Series 7, Wealth Management, Series 63, Portfolio Management
Education
Northeastern University 1980 — 1985
Bachelor's Degree, Journalism
Winchester High School 1976 — 1980
High School
UBS Financial Services, Inc. October 2011 - Present
UBS October 2011 - Present
Merrill Lynch October 1997 - October 2011
Merrill Lynch October 1997 - October 2011
Skills
Series 7, Wealth Management, Series 63, Portfolio Management
Education
Northeastern University 1980 — 1985
Bachelor's Degree, Journalism
Winchester High School 1976 — 1980
High School
Charlin Chao's Merrill Lynch Experience January 2008 - July 2008
Job Sr. Business Analyst; Certified Salesforce Cloud Consultant at Redkite LLC
Industry Information Technology and Services
Experience
LiquidHub March 2014 - Present
Redkite LLC March 2014 - March 2015
Kovida.IS May 2012 - April 2014
KPMG November 2011 - May 2012
Goldtech Industries December 2009 - January 2011
RSA Security - The Security Division of EMC July 2009 - December 2009
Merrill Lynch January 2008 - July 2008
John Hancock Life Insurance Company (U.S.A.) January 2007 - July 2007
Skills
Salesforce.com Certified, Business Analysis, CRM, Analytics, Illustrator, Photoshop, Microsoft Suites, Siebel, Sentinel, Trading Systems, Salesforce.com..., Salesforce.com...
Education
Northeastern University 2005 — 2010
Bachelor of Science (BS), Finance
The University of Edinburgh 2009 — 2009
Study Abroad
Shanghai University 2006 — 2006
Summer Abroad, Mandarin
LiquidHub March 2014 - Present
Redkite LLC March 2014 - March 2015
Kovida.IS May 2012 - April 2014
KPMG November 2011 - May 2012
Goldtech Industries December 2009 - January 2011
RSA Security - The Security Division of EMC July 2009 - December 2009
Merrill Lynch January 2008 - July 2008
John Hancock Life Insurance Company (U.S.A.) January 2007 - July 2007
Skills
Salesforce.com Certified, Business Analysis, CRM, Analytics, Illustrator, Photoshop, Microsoft Suites, Siebel, Sentinel, Trading Systems, Salesforce.com..., Salesforce.com...
Education
Northeastern University 2005 — 2010
Bachelor of Science (BS), Finance
The University of Edinburgh 2009 — 2009
Study Abroad
Shanghai University 2006 — 2006
Summer Abroad, Mandarin
Stefan Strothmann Stefan Strothmann's Merrill Lynch Experience September 2009 - December 2009
Job Supervisor at ZenithOptimedia
Industry Marketing and Advertising
Experience
ZenithOptimedia January 2013 - December 2014
ZenithOptimedia September 2011 - January 2013
Merrill Lynch September 2009 - December 2009
Merrill Lynch July 2007 - December 2007
Skills
Media Buying, Digital Media, Management
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration; Entrepreneurship and New Venture Management
Arlington High School 2001 — 2005
ZenithOptimedia January 2013 - December 2014
ZenithOptimedia September 2011 - January 2013
Merrill Lynch September 2009 - December 2009
Merrill Lynch July 2007 - December 2007
Skills
Media Buying, Digital Media, Management
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration; Entrepreneurship and New Venture Management
Arlington High School 2001 — 2005
Jennifer Chai Jennifer Chai's Merrill Lynch Experience July 2008 - January 2009
Job FP&A Associate Manager
Industry Food & Beverages
Brittany Sonzogni Brittany Sonzogni's Merrill Lynch Experience January 2007 - June 2007
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs November 2010 - July 2012
JP Morgan Chase July 2009 - November 2010
Goldman Sachs January 2008 - June 2008
Merrill Lynch January 2007 - June 2007
Skills
Bloomberg, Fixed Income, Trading Systems
Education
Northeastern University 2005 — 2009
Bachelor of Science, Business Administration; Finance and Accounting
Shanghai University of Finance and Economics
Finance & Chinese
Goldman Sachs July 2012 - Present
Goldman Sachs November 2010 - July 2012
JP Morgan Chase July 2009 - November 2010
Goldman Sachs January 2008 - June 2008
Merrill Lynch January 2007 - June 2007
Skills
Bloomberg, Fixed Income, Trading Systems
Education
Northeastern University 2005 — 2009
Bachelor of Science, Business Administration; Finance and Accounting
Shanghai University of Finance and Economics
Finance & Chinese
Emile Kawas's Merrill Lynch Experience September 2009 - December 2009
Job Executive Trainee at Banhcafe
Industry Financial Services
Experience
Banhcafe February 2013 - Present
Bank of America January 2011 - July 2011
Merrill Lynch September 2009 - December 2009
Inversiones San Isidro S de RL (A Boutique Real Estate Firm) June 2009 - August 2009
SABMiller May 2008 - August 2008
Telered 21San Pedro Sula June 2007 - August 2007
Gas Station June 2006 - August 2006
Skills
- Strong Analytical..., Analytical Skills, Financial Modeling, Finance, Portfolio Management, Competitive Analysis, Financial Analysis, Investments, Analysis, Entrepreneurship
Education
Northeastern University 2007 — 2011
Bachelor of Science in Business Administration; Dual Concentration, Entrepreneurship and Finance
American University of Rome 2010 — 2010
Colegio Nueva Granada 2006 — 2007
High School Diploma
Escuela Internacional Sampedrana 1997 — 2006
Banhcafe February 2013 - Present
Bank of America January 2011 - July 2011
Merrill Lynch September 2009 - December 2009
Inversiones San Isidro S de RL (A Boutique Real Estate Firm) June 2009 - August 2009
SABMiller May 2008 - August 2008
Telered 21San Pedro Sula June 2007 - August 2007
Gas Station June 2006 - August 2006
Skills
- Strong Analytical..., Analytical Skills, Financial Modeling, Finance, Portfolio Management, Competitive Analysis, Financial Analysis, Investments, Analysis, Entrepreneurship
Education
Northeastern University 2007 — 2011
Bachelor of Science in Business Administration; Dual Concentration, Entrepreneurship and Finance
American University of Rome 2010 — 2010
Colegio Nueva Granada 2006 — 2007
High School Diploma
Escuela Internacional Sampedrana 1997 — 2006
Scott Novitski Scott Novitski's Merrill Lynch Experience January 2006 - June 2006
Job Principal Financial Analyst at EMC
Industry Information Technology and Services
Experience
EMC January 2013 - Present
Wellington Management August 2010 - January 2013
Goldman Sachs July 2007 - August 2010
Merrill Lynch January 2006 - June 2006
Skills
Securities Lending, Financial Reporting, Metrics Reporting, Tableau, Crystal Reports, Equities, Management, Finance, Alternative Investments, Financial Services, Business Analysis, Mutual Funds, Trading Systems, Trading
Education
Northeastern University
Bachelors, Finance, Management
EMC January 2013 - Present
Wellington Management August 2010 - January 2013
Goldman Sachs July 2007 - August 2010
Merrill Lynch January 2006 - June 2006
Skills
Securities Lending, Financial Reporting, Metrics Reporting, Tableau, Crystal Reports, Equities, Management, Finance, Alternative Investments, Financial Services, Business Analysis, Mutual Funds, Trading Systems, Trading
Education
Northeastern University
Bachelors, Finance, Management
Pearl Shah, PMP Pearl Shah, PMP's Merrill Lynch Experience January 2006 - June 2006
Job Project Manager/Operations Lead
Industry Information Technology and Services
Experience
Cigna September 2013 - Present
PepsiCo August 2010 - September 2013
CIGNA June 2007 - July 2010
Merrill Lynch January 2006 - June 2006
Wellington Management January 2005 - June 2005
Skills
Requirements Gathering, Process Improvement, Resource Allocation, Event Planning, People Development, Communications..., Data Analysis, Change Management, Testing, SDLC, Business Analysis, Business Process, Project Management, Quality Assurance
Education
Northeastern University 2002 — 2006
Bachelor of Arts (B.A.), Information Systems, Finance
Cigna September 2013 - Present
PepsiCo August 2010 - September 2013
CIGNA June 2007 - July 2010
Merrill Lynch January 2006 - June 2006
Wellington Management January 2005 - June 2005
Skills
Requirements Gathering, Process Improvement, Resource Allocation, Event Planning, People Development, Communications..., Data Analysis, Change Management, Testing, SDLC, Business Analysis, Business Process, Project Management, Quality Assurance
Education
Northeastern University 2002 — 2006
Bachelor of Arts (B.A.), Information Systems, Finance
Eric Moyano Eric Moyano's Merrill Lynch Experience January 2007 - September 2008
Job FX Options Specialist at HSBC Global Banking and Markets
Industry Accounting
Experience
HSBC Global Banking and Markets July 2014 - Present
HSBC Global Banking and Markets July 2012 - July 2014
Saatchi & Saatchi Healthcare October 2010 - July 2012
Grey Healthcare Group May 2009 - October 2010
Merrill Lynch January 2007 - September 2008
Skills
Fixed Income, Interest Rate..., VBA, Derivatives, Money Market, FX Options, Microsoft Excel, Finance, LATAM, Emerging Markets, Capital Markets, Structured Products, Options, Structured Notes, Accounting
Education
Northeastern University 2003 — 2008
Bachelor's degree, Accounting, 3.0 GPA
HSBC Global Banking and Markets July 2014 - Present
HSBC Global Banking and Markets July 2012 - July 2014
Saatchi & Saatchi Healthcare October 2010 - July 2012
Grey Healthcare Group May 2009 - October 2010
Merrill Lynch January 2007 - September 2008
Skills
Fixed Income, Interest Rate..., VBA, Derivatives, Money Market, FX Options, Microsoft Excel, Finance, LATAM, Emerging Markets, Capital Markets, Structured Products, Options, Structured Notes, Accounting
Education
Northeastern University 2003 — 2008
Bachelor's degree, Accounting, 3.0 GPA
Jason Brodsky-Porges Jason Brodsky-Porges's Merrill Lynch Experience January 2008 - July 2008
Job Digital Product Manager at A+E Networks
Industry Information Technology and Services
Experience
A+E Networks January 2014 - Present
ThroughOurFriends.com November 2012 - January 2014
Offerpop December 2011 - November 2012
The Orchard Enterprises LLC July 2010 - August 2011
The Orchard Enterprises LLC May 2009 - July 2010
Merrill Lynch January 2008 - July 2008
Merrill Lynch January 2007 - July 2007
Skills
Social Media, MySQL, User Experience, Agile Methodologies, Product Management, JIRA, Wireframes, Mockups, Photoshop, PHP, HTML 5, CSS3, AJAX, jQuery, APIs, JavaScript, WordPress, Illustrator, Integration, Facebook API, Facebook Marketing, Entrepreneurship, Web Applications, CRM, Customer Service, Usability, Digital Marketing, Digital Media, Marketing Strategy, Marketing, Social Media Marketing, Content Management, Salesforce.com, SugarCRM, SEO
Education
Northeastern University
Bachelor of Sciences, Economics and Computer Science
A+E Networks January 2014 - Present
ThroughOurFriends.com November 2012 - January 2014
Offerpop December 2011 - November 2012
The Orchard Enterprises LLC July 2010 - August 2011
The Orchard Enterprises LLC May 2009 - July 2010
Merrill Lynch January 2008 - July 2008
Merrill Lynch January 2007 - July 2007
Skills
Social Media, MySQL, User Experience, Agile Methodologies, Product Management, JIRA, Wireframes, Mockups, Photoshop, PHP, HTML 5, CSS3, AJAX, jQuery, APIs, JavaScript, WordPress, Illustrator, Integration, Facebook API, Facebook Marketing, Entrepreneurship, Web Applications, CRM, Customer Service, Usability, Digital Marketing, Digital Media, Marketing Strategy, Marketing, Social Media Marketing, Content Management, Salesforce.com, SugarCRM, SEO
Education
Northeastern University
Bachelor of Sciences, Economics and Computer Science
Michelle Patashna Michelle Patashna's Merrill Lynch Experience April 2008 - November 2008
Job Underwriting Assistant
Industry Financial Services
Experience
Sesame Temps/ White Rose Settlement Services March 2015 - June 2015
Adecco Temporary Employment Agency/Adesa Auto Auction January 2015 - March 2015
Adecco Temporary Employment Agency August 2014 - November 2014
uFinancial Group January 2014 - July 2014
The Chiaverini Agency January 2013 - August 2013
Northwestern Mutual March 2012 - December 2012
Market Street Insurance Agency, LLC June 2010 - November 2011
Allstate Insurance November 2008 - June 2010
Merrill Lynch April 2008 - November 2008
Allstate 2006 - 2008
Education
Northeastern University 1993 — 1997
Bachelor of Science, Music Business
Sesame Temps/ White Rose Settlement Services March 2015 - June 2015
Adecco Temporary Employment Agency/Adesa Auto Auction January 2015 - March 2015
Adecco Temporary Employment Agency August 2014 - November 2014
uFinancial Group January 2014 - July 2014
The Chiaverini Agency January 2013 - August 2013
Northwestern Mutual March 2012 - December 2012
Market Street Insurance Agency, LLC June 2010 - November 2011
Allstate Insurance November 2008 - June 2010
Merrill Lynch April 2008 - November 2008
Allstate 2006 - 2008
Education
Northeastern University 1993 — 1997
Bachelor of Science, Music Business
Mike Wakim Mike Wakim's Merrill Lynch Experience February 2010 - Present
Job Graduate of Northeastern University
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Merrill Lynch January 2008 - June 2008
Merrill Lynch January 2007 - June 2007
Education
Northeastern University 2004 — 2009
Dual Concentration in Finance and Managment
Merrill Lynch February 2010 - Present
Merrill Lynch January 2008 - June 2008
Merrill Lynch January 2007 - June 2007
Education
Northeastern University 2004 — 2009
Dual Concentration in Finance and Managment
Benjamin O'Donnell Benjamin O'Donnell's Merrill Lynch Experience January 2007 - June 2007
Job Sales Director at RUN
Industry Marketing and Advertising
Experience
RUN April 2014 - Present
BrightRoll December 2010 - April 2014
Fidelity Investments June 2008 - September 2010
Merrill Lynch January 2007 - June 2007
Skills
Digital Strategy, Online Advertising, Digital Marketing, Digital Media, Mobile Marketing, Media Planning, Integrated Marketing, Advertising, Media Buying, Mobile Advertising, Salesforce.com, Interactive Marketing, Social Media Marketing, Analytics, Market Research, Social Media, Web Analytics, Online Marketing, Account Management
Education
Northeastern University 2003 — 2008
Bachelors, Marketing & Finance
Boston College High School
RUN April 2014 - Present
BrightRoll December 2010 - April 2014
Fidelity Investments June 2008 - September 2010
Merrill Lynch January 2007 - June 2007
Skills
Digital Strategy, Online Advertising, Digital Marketing, Digital Media, Mobile Marketing, Media Planning, Integrated Marketing, Advertising, Media Buying, Mobile Advertising, Salesforce.com, Interactive Marketing, Social Media Marketing, Analytics, Market Research, Social Media, Web Analytics, Online Marketing, Account Management
Education
Northeastern University 2003 — 2008
Bachelors, Marketing & Finance
Boston College High School
Nerissa Vento's Merrill Lynch Experience January 2007 - June 2007
Job CoOwner/Managing Partner at ClearStone LLC
Industry Real Estate
Experience
ClearStone LLC August 2012 - Present
Midstate Construction and James Co Property Management September 2011 - Present
Connecticut Real Estate Investors Association (CTREIA) November 2009 - October 2011
Public and Private Schools in Costa Rica April 2011 - April 2011
GlobeOp Financial Services October 2008 - March 2011
Merrill Lynch January 2007 - June 2007
John Hancock Financial Services January 2006 - June 2006
Skills
Derivatives, Real Estate, Project Planning, Investments, Training, Real Estate Development, Property Management, Mutual Funds, Investment Properties, Microsoft Excel, Asset Management, Trading, Real Estate Transactions, Coaching, Finance, Sales, Foreclosures, Commercial Real Estate, Financial Analysis
Education
Northeastern University 2004 — 2008
Dual, Finance and Entrepreneurship, Magna Cum Laude; GPA 3.6
ClearStone LLC August 2012 - Present
Midstate Construction and James Co Property Management September 2011 - Present
Connecticut Real Estate Investors Association (CTREIA) November 2009 - October 2011
Public and Private Schools in Costa Rica April 2011 - April 2011
GlobeOp Financial Services October 2008 - March 2011
Merrill Lynch January 2007 - June 2007
John Hancock Financial Services January 2006 - June 2006
Skills
Derivatives, Real Estate, Project Planning, Investments, Training, Real Estate Development, Property Management, Mutual Funds, Investment Properties, Microsoft Excel, Asset Management, Trading, Real Estate Transactions, Coaching, Finance, Sales, Foreclosures, Commercial Real Estate, Financial Analysis
Education
Northeastern University 2004 — 2008
Dual, Finance and Entrepreneurship, Magna Cum Laude; GPA 3.6
Alison Parkin Alison Parkin's Merrill Lynch Experience July 2008 - December 2008
Job National Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency June 2009 - Present
Merrill Lynch July 2008 - December 2008
Carey & Company July 2007 - December 2007
John Hancock January 2006 - June 2006
Skills
Internal Controls, Loans, Liquidity, Credit, AML, Banking, Capital Markets, Credit Analysis, Financial Analysis, Credit Risk, Financial Risk, Interest Rate Risk...
Education
Northeastern University 2004 — 2009
Accounting, Human Resources Management
Office of the Comptroller of the Currency June 2009 - Present
Merrill Lynch July 2008 - December 2008
Carey & Company July 2007 - December 2007
John Hancock January 2006 - June 2006
Skills
Internal Controls, Loans, Liquidity, Credit, AML, Banking, Capital Markets, Credit Analysis, Financial Analysis, Credit Risk, Financial Risk, Interest Rate Risk...
Education
Northeastern University 2004 — 2009
Accounting, Human Resources Management
Julia Zhu's Merrill Lynch Experience July 2008 - January 2009
Job Client Service and Marketing Analyst at Torchlight Investors
Industry Financial Services
Experience
Thor Equities September 2015 - Present
Stone Harbor Investment Partners March 2014 - September 2015
Torchlight Investors (f/k/a ING Clarion Capital) May 2011 - February 2014
Goldman Sachs June 2010 - December 2010
JPMorgan September 2009 - December 2009
Merrill Lynch July 2008 - January 2009
Skills
PowerPoint, Excel, Salesforce.com, Market Analysis, Marketing Research, Client Service, Operations, Microsoft Excel, Financial Modeling, Valuation, Outlook, Photoshop, Microsoft Office, Hedge Funds, Marketing, Financial Services, Access, Microsoft Word, Bloomberg, Fixed Income, Data Analysis, Bloomberg Terminal, Business Analysis, Portfolio Management, Financial Analysis, Due Diligence, Finance, Capital Markets, Equities
Education
Northeastern University 2006 — 2011
Bachelors, Dual Concentration in Finance and Business Management with a minor in Economics
London School of Economics and Political Science 2009 — 2009
Semester Abroad
Shanghai University of Finance and Economics 2009 — 2009
Semester Abroad
Benjamin N. Cardozo High School 2002 — 2006
Thor Equities September 2015 - Present
Stone Harbor Investment Partners March 2014 - September 2015
Torchlight Investors (f/k/a ING Clarion Capital) May 2011 - February 2014
Goldman Sachs June 2010 - December 2010
JPMorgan September 2009 - December 2009
Merrill Lynch July 2008 - January 2009
Skills
PowerPoint, Excel, Salesforce.com, Market Analysis, Marketing Research, Client Service, Operations, Microsoft Excel, Financial Modeling, Valuation, Outlook, Photoshop, Microsoft Office, Hedge Funds, Marketing, Financial Services, Access, Microsoft Word, Bloomberg, Fixed Income, Data Analysis, Bloomberg Terminal, Business Analysis, Portfolio Management, Financial Analysis, Due Diligence, Finance, Capital Markets, Equities
Education
Northeastern University 2006 — 2011
Bachelors, Dual Concentration in Finance and Business Management with a minor in Economics
London School of Economics and Political Science 2009 — 2009
Semester Abroad
Shanghai University of Finance and Economics 2009 — 2009
Semester Abroad
Benjamin N. Cardozo High School 2002 — 2006
Anita Kalleberg Anita Kalleberg's Merrill Lynch Experience May 2001 - August 2001
Job Sr Manager at Ascena Retail Group
Industry Apparel & Fashion
Experience
Ascena Retail Group, Inc. November 2014 - Present
Kate Spade & Company September 2011 - November 2014
Liz Claiborne Inc March 2008 - September 2011
Hudson Valley Bank October 2005 - March 2008
Hudson Valley Bank September 2003 - October 2005
Cohen, Estis & Associates LLP June 2000 - October 2003
Merrill Lynch May 2001 - August 2001
Skills
Excel, Outlook, Word, JD Edwards, Visio, French, Microsoft Works, German, Hungarian, Audit, Retail, Accounting, Budgeting, Credit, Risk Management, Microsoft Office, Compliance, PowerPoint, Internal Controls, SOX, Essbase, Auditing, Documentation, Banking, Real Estate, Sarbanes-Oxley Act, Internal Audit, Financial Audits, Sarbanes-Oxley, Management, Microsoft Excel, Budgets, Account Reconciliation, Analysis, Training, Process Improvement, Strategy, Finance, Software Documentation, Microsoft Word
Education
Northeastern University 2007 — 2012
MBA, Finance & Supply Chain
Quinnipiac University 1998 — 2002
BS, International Business
Ascena Retail Group, Inc. November 2014 - Present
Kate Spade & Company September 2011 - November 2014
Liz Claiborne Inc March 2008 - September 2011
Hudson Valley Bank October 2005 - March 2008
Hudson Valley Bank September 2003 - October 2005
Cohen, Estis & Associates LLP June 2000 - October 2003
Merrill Lynch May 2001 - August 2001
Skills
Excel, Outlook, Word, JD Edwards, Visio, French, Microsoft Works, German, Hungarian, Audit, Retail, Accounting, Budgeting, Credit, Risk Management, Microsoft Office, Compliance, PowerPoint, Internal Controls, SOX, Essbase, Auditing, Documentation, Banking, Real Estate, Sarbanes-Oxley Act, Internal Audit, Financial Audits, Sarbanes-Oxley, Management, Microsoft Excel, Budgets, Account Reconciliation, Analysis, Training, Process Improvement, Strategy, Finance, Software Documentation, Microsoft Word
Education
Northeastern University 2007 — 2012
MBA, Finance & Supply Chain
Quinnipiac University 1998 — 2002
BS, International Business
Tawana Howard's Merrill Lynch Experience June 2007 - December 2007
Job Senior Accountant at Valeant Pharmaceuticals
Industry Accounting
Experience
Valeant Pharmaceuticals September 2012 - Present
Ernst & Young 2010 - 2012
Tiffany & Co. June 2009 - August 2009
Goldman Sachs July 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
PeopleSoft, Microsoft Office, Strategic Planning, Finance
Education
Northeastern University 2005 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Valeant Pharmaceuticals September 2012 - Present
Ernst & Young 2010 - 2012
Tiffany & Co. June 2009 - August 2009
Goldman Sachs July 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
PeopleSoft, Microsoft Office, Strategic Planning, Finance
Education
Northeastern University 2005 — 2010
Bachelor of Science (B.S.), Accounting and Finance
John Puzio's Merrill Lynch Experience August 1990 - May 2004
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC May 2007 - April 2015
Wells Fargo Advisors Financial Network May 2004 - May 2007
Merrill Lynch August 1990 - May 2004
Skills
Investments, Financial Services, Retirement Planning, Risk Management, Financial Advisory, Alternative Investments, Sales Coaching, New Business Development, Relationship Management, Training & Development, Compliance, Human Resources, Operations
Education
Northeastern University 1980 — 1985
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC May 2007 - April 2015
Wells Fargo Advisors Financial Network May 2004 - May 2007
Merrill Lynch August 1990 - May 2004
Skills
Investments, Financial Services, Retirement Planning, Risk Management, Financial Advisory, Alternative Investments, Sales Coaching, New Business Development, Relationship Management, Training & Development, Compliance, Human Resources, Operations
Education
Northeastern University 1980 — 1985
Jean Delgado's Merrill Lynch Experience August 2011 - August 2012
Job CSM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
U.S. Bank August 2012 - April 2013
merrill lynch August 2011 - August 2012
morgan stanley smith barney June 2006 - July 2011
Wells Fargo Advisors 2001 - 2005
Skills
Customer Service, Mutual Funds, Securities, Investments, Wealth Management, Fixed Income, Series 63, Asset Allocation, Financial Services
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Pentucket High School 1989 — 1992
Morgan Stanley April 2013 - Present
U.S. Bank August 2012 - April 2013
merrill lynch August 2011 - August 2012
morgan stanley smith barney June 2006 - July 2011
Wells Fargo Advisors 2001 - 2005
Skills
Customer Service, Mutual Funds, Securities, Investments, Wealth Management, Fixed Income, Series 63, Asset Allocation, Financial Services
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Pentucket High School 1989 — 1992
Jessica Wiedersich's Merrill Lynch Experience 2007 - 2007
Job VP Banking Finance Citigroup
Industry Financial Services
Experience
Citigroup April 2015 - Present
Citigroup July 2012 - Present
Citigroup, Inc January 2015 - April 2015
Citigroup 2009 - July 2012
GE Commercial Finance 2008 - 2009
Merrill Lynch 2007 - 2007
Education
Northeastern University 2004 — 2009
European School of Business, Reutlingen
Citigroup April 2015 - Present
Citigroup July 2012 - Present
Citigroup, Inc January 2015 - April 2015
Citigroup 2009 - July 2012
GE Commercial Finance 2008 - 2009
Merrill Lynch 2007 - 2007
Education
Northeastern University 2004 — 2009
European School of Business, Reutlingen
Kristina Matthews's Merrill Lynch Experience March 2000 - November 2006
Job Managing Partner at Rising Tide Fund Advisors LLC
Industry Venture Capital & Private Equity
Experience
Rising Tide Fund Advisors LLC June 2012 - Present
PineBridge Investments November 2006 - June 2012
Merrill Lynch March 2000 - November 2006
BNP 1992 - 2000
Nationsbanc-CRT 1996 - 1998
UBS 1988 - 1992
Skills
Alternative Investments, Private Equity, Hedge Funds, Emerging Markets, Asset Managment, Investments, Fund Of Funds, Venture Capital, Equities, Valuation, Portfolio Management, Investment Banking, Due Diligence, Capital Markets, Sales Management, International Sales, Fundraising, Consulting, Training, Marketing Strategy, Product Marketing, Asset Management, Mutual Funds, Investor Relations, Derivatives, Investment Strategies, Bloomberg, Bonds, Asset Allocation, Financial Advisory, Investment Management, Corporate Development, Series 7, Mergers & Acquisitions, Financial Structuring, Private Placements, Financial Modeling, LBO, Equity Research, Leveraged Finance, Structured Finance, Securities, Institutional..., High Yield, Corporate Finance, Growth Capital, Financial Markets, Funding, Equity Valuation, Structured Products
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
Master of Business Administration (MBA), Economics, International Business, Finance
Northeastern University 1980 — 1984
B.S.B.A, Finance and International Business
Lundsberg 1973 — 1978
Rising Tide Fund Advisors LLC June 2012 - Present
PineBridge Investments November 2006 - June 2012
Merrill Lynch March 2000 - November 2006
BNP 1992 - 2000
Nationsbanc-CRT 1996 - 1998
UBS 1988 - 1992
Skills
Alternative Investments, Private Equity, Hedge Funds, Emerging Markets, Asset Managment, Investments, Fund Of Funds, Venture Capital, Equities, Valuation, Portfolio Management, Investment Banking, Due Diligence, Capital Markets, Sales Management, International Sales, Fundraising, Consulting, Training, Marketing Strategy, Product Marketing, Asset Management, Mutual Funds, Investor Relations, Derivatives, Investment Strategies, Bloomberg, Bonds, Asset Allocation, Financial Advisory, Investment Management, Corporate Development, Series 7, Mergers & Acquisitions, Financial Structuring, Private Placements, Financial Modeling, LBO, Equity Research, Leveraged Finance, Structured Finance, Securities, Institutional..., High Yield, Corporate Finance, Growth Capital, Financial Markets, Funding, Equity Valuation, Structured Products
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
Master of Business Administration (MBA), Economics, International Business, Finance
Northeastern University 1980 — 1984
B.S.B.A, Finance and International Business
Lundsberg 1973 — 1978
kaylene zuccala-sams's Merrill Lynch Experience 2003 - 2005
Job event coordinator at Philosophi
Industry Events Services
Experience
Philosophi June 2008 - 2009
Merrill Lynch 2003 - 2005
Skills
Event Planning, Event Management, Marketing, Marketing Communications, Social Media, Social Media Marketing, Public Relations, Advertising, Social Networking, Marketing Strategy, Public Speaking, Press Releases
Education
Northeastern University
Philosophi June 2008 - 2009
Merrill Lynch 2003 - 2005
Skills
Event Planning, Event Management, Marketing, Marketing Communications, Social Media, Social Media Marketing, Public Relations, Advertising, Social Networking, Marketing Strategy, Public Speaking, Press Releases
Education
Northeastern University
Donna Blandino's Merrill Lynch Experience April 1993 - November 2008
Job Senior Associate Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Wealth Management November 2008 - Present
Morgan Stanley Wealth Management January 2008 - May 2012
Merrill Lynch April 1993 - November 2008
Merrill Lynch January 1993 - January 2008
PACIFIC REGENCY BANCOR January 1982 - January 1986
PEAT MARWICK MICHELL & CO January 1980 - January 1982
KENNETH LEVENTHAL & CO January 1978 - January 1980
Education
Northeastern University
Bachelor of Science Degree, Speech and Communications
University of California, Berkeley
Morgan Stanley Wealth Management November 2008 - Present
Morgan Stanley Wealth Management January 2008 - May 2012
Merrill Lynch April 1993 - November 2008
Merrill Lynch January 1993 - January 2008
PACIFIC REGENCY BANCOR January 1982 - January 1986
PEAT MARWICK MICHELL & CO January 1980 - January 1982
KENNETH LEVENTHAL & CO January 1978 - January 1980
Education
Northeastern University
Bachelor of Science Degree, Speech and Communications
University of California, Berkeley
Keith D. Brickman's Merrill Lynch Experience January 2006 - January 2009
Job Managing Member and Portfolio Manager, Malden Capital Management
Industry Financial Services
Experience
Malden Capital Management November 2013 - Present
DeMatteo Monness LLC January 2010 - November 2013
Merrill Lynch January 2006 - January 2009
Ramius LLC January 2003 - January 2006
GLG Partners January 2002 - January 2003
Morgan Stanley January 1990 - January 2002
Salomon Brothers January 1988 - January 1990
Prudential Securities 1984 - 1988
Skills
Equities, Investments, Series 7, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Derivatives, Private Equity, Valuation, Securities, Trading, Fixed Income, Bloomberg
Education
Northeastern University 1979 — 1983
Bachelor of Science, Economics
Malden Capital Management November 2013 - Present
DeMatteo Monness LLC January 2010 - November 2013
Merrill Lynch January 2006 - January 2009
Ramius LLC January 2003 - January 2006
GLG Partners January 2002 - January 2003
Morgan Stanley January 1990 - January 2002
Salomon Brothers January 1988 - January 1990
Prudential Securities 1984 - 1988
Skills
Equities, Investments, Series 7, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Derivatives, Private Equity, Valuation, Securities, Trading, Fixed Income, Bloomberg
Education
Northeastern University 1979 — 1983
Bachelor of Science, Economics
Glen Middleton's Merrill Lynch Experience January 1993 - February 1998
Job Executive Director JPMorgan
Industry Financial Services
Enjie Zeng's Merrill Lynch Experience January 2008 - April 2009
Job Client Coverage Officer at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank 2011 - Present
Deutsche Bank March 2010 - November 2010
Merrill Lynch January 2008 - April 2009
State Street Corporation May 2004 - December 2007
IHI January 2002 - December 2003
Education
Northeastern University 2000 — 2004
BS, Economics
Standard Chartered Bank 2011 - Present
Deutsche Bank March 2010 - November 2010
Merrill Lynch January 2008 - April 2009
State Street Corporation May 2004 - December 2007
IHI January 2002 - December 2003
Education
Northeastern University 2000 — 2004
BS, Economics
Eric Silverman's Merrill Lynch Experience 2001 - 2003
Job VP, Recovery Policy Manager at Citi
Industry Banking
Experience
Citi March 2014 - Present
TD April 2013 - March 2014
JPMorgan Chase March 2010 - April 2013
JPMorgan Chase March 2008 - March 2010
Wells Fargo January 2003 - March 2008
Merrill Lynch 2001 - 2003
Skills
Banking, Process Improvement, Business Analysis, Risk Management, Customer Service, Financial Analysis, SAS programming, SQL, Business Process, Program Management, Strategy, Sales, Analysis, Credit Risk, Finance, Financial Services, Management, Portfolio Management, Vendor Management
Education
Northeastern University
Bachelor of Science (B.S.), Business Administration and Management, General
Citi March 2014 - Present
TD April 2013 - March 2014
JPMorgan Chase March 2010 - April 2013
JPMorgan Chase March 2008 - March 2010
Wells Fargo January 2003 - March 2008
Merrill Lynch 2001 - 2003
Skills
Banking, Process Improvement, Business Analysis, Risk Management, Customer Service, Financial Analysis, SAS programming, SQL, Business Process, Program Management, Strategy, Sales, Analysis, Credit Risk, Finance, Financial Services, Management, Portfolio Management, Vendor Management
Education
Northeastern University
Bachelor of Science (B.S.), Business Administration and Management, General
Andrea Zilli, CFA's Merrill Lynch Experience July 2012 - Present
Job Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch August 2010 - November 2012
Merrill Lynch July 2007 - July 2010
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2006 - December 2006
Skills
Equities, Portfolio Management, Finance, Investments, Mutual Funds, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Emerging Markets, Due Diligence, Financial Advisory, Global Tactical Asset..., Value Investing, Options Strategies, Asset Management, Valuation, Series 7
Education
Università Cattolica del Sacro Cuore 2007 — 2007
Masters, International Management
Northeastern University 2005 — 2007
Merrill Lynch July 2012 - Present
Merrill Lynch August 2010 - November 2012
Merrill Lynch July 2007 - July 2010
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2006 - December 2006
Skills
Equities, Portfolio Management, Finance, Investments, Mutual Funds, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Emerging Markets, Due Diligence, Financial Advisory, Global Tactical Asset..., Value Investing, Options Strategies, Asset Management, Valuation, Series 7
Education
Università Cattolica del Sacro Cuore 2007 — 2007
Masters, International Management
Northeastern University 2005 — 2007
Matthew Cherry's Merrill Lynch Experience July 2008 - January 2009
Job Client Service, Burgiss
Industry Financial Services
Experience
Burgiss August 2015 - Present
ENSO Financial Analytics February 2014 - August 2015
Edward Jones February 2013 - March 2014
KCG Holdings, Inc. January 2011 - January 2013
KCG Holdings, Inc. March 2010 - January 2011
NCMFX Inc. January 2009 - August 2009
Merrill Lynch July 2008 - January 2009
Lehman Brothers June 2007 - January 2008
Skills
Trading, Options, Series 7, Equities, Portfolio Management, Equity Trading, Electronic Trading, Risk Management, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Securities, Fixed Income, VBA, Prime Brokerage, Derivatives, Series 3, CFA level II candidate, Equity Derivatives, Financial Markets, Trading Systems, ETFs, Series 63, series 66, Financial Risk, Annex IV, Regulatory Analysis, Regulatory Reporting
Education
Northeastern University 2005 — 2010
Bacholors of Science, Finance, Accounting
Howell High School
Burgiss August 2015 - Present
ENSO Financial Analytics February 2014 - August 2015
Edward Jones February 2013 - March 2014
KCG Holdings, Inc. January 2011 - January 2013
KCG Holdings, Inc. March 2010 - January 2011
NCMFX Inc. January 2009 - August 2009
Merrill Lynch July 2008 - January 2009
Lehman Brothers June 2007 - January 2008
Skills
Trading, Options, Series 7, Equities, Portfolio Management, Equity Trading, Electronic Trading, Risk Management, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Securities, Fixed Income, VBA, Prime Brokerage, Derivatives, Series 3, CFA level II candidate, Equity Derivatives, Financial Markets, Trading Systems, ETFs, Series 63, series 66, Financial Risk, Annex IV, Regulatory Analysis, Regulatory Reporting
Education
Northeastern University 2005 — 2010
Bacholors of Science, Finance, Accounting
Howell High School
Peter Marchetti's Merrill Lynch Experience November 2006 - February 2007
Job Assistant Professor at Texas Southern UniversityThurgood Marshall School of Law
Industry Higher Education
Experience
Texas Southern University-Thurgood Marshall School of Law August 2014 - Present
Florida Coastal School of Law August 2011 - May 2014
New York Law School August 2009 - December 2013
WestLB March 2007 - August 2011
Cadwalader Wickersham and Taft September 2005 - March 2007
Merrill Lynch November 2006 - February 2007
Thelen Reid Brown Raysman & Steiner LLP September 2002 - September 2005
McDermott, Quilty & Miller LLP September 2000 - August 2002
Superior Court of Massachusetts September 1999 - August 2000
CFMP 1997 - 1997
Skills
Corporate Law, Securities, Commercial Litigation, Legal Writing, Bankruptcy, Structured Finance, Capital Markets, International Law, Mediation, Legal Research, Restructuring, Legal Advice, Private Equity, Corporate Finance, Banking Law, Derivatives, Finance, Dispute Resolution, Legal Assistance, Contract Negotiation, Arbitration, Hedge Funds, Mergers & Acquisitions, Alternative Dispute..., Project Finance, Joint Ventures, Westlaw, Employment Law, Due Diligence, Licensing
Education
Suffolk University Law School 1996 — 1999
JD, Magna Cum Laude
Northeastern University 1992 — 1995
B.S., Major: Criminal Justice; Minor: Italian Language
Westwood High School 1989 — 1992
Texas Southern University-Thurgood Marshall School of Law August 2014 - Present
Florida Coastal School of Law August 2011 - May 2014
New York Law School August 2009 - December 2013
WestLB March 2007 - August 2011
Cadwalader Wickersham and Taft September 2005 - March 2007
Merrill Lynch November 2006 - February 2007
Thelen Reid Brown Raysman & Steiner LLP September 2002 - September 2005
McDermott, Quilty & Miller LLP September 2000 - August 2002
Superior Court of Massachusetts September 1999 - August 2000
CFMP 1997 - 1997
Skills
Corporate Law, Securities, Commercial Litigation, Legal Writing, Bankruptcy, Structured Finance, Capital Markets, International Law, Mediation, Legal Research, Restructuring, Legal Advice, Private Equity, Corporate Finance, Banking Law, Derivatives, Finance, Dispute Resolution, Legal Assistance, Contract Negotiation, Arbitration, Hedge Funds, Mergers & Acquisitions, Alternative Dispute..., Project Finance, Joint Ventures, Westlaw, Employment Law, Due Diligence, Licensing
Education
Suffolk University Law School 1996 — 1999
JD, Magna Cum Laude
Northeastern University 1992 — 1995
B.S., Major: Criminal Justice; Minor: Italian Language
Westwood High School 1989 — 1992
Craig Dussinger's Merrill Lynch Experience June 2008 - December 2010
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch June 2008 - December 2010
UBS Investment Bank July 2005 - June 2008
Education
Northeastern University
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch June 2008 - December 2010
UBS Investment Bank July 2005 - June 2008
Education
Northeastern University
Jonathan Saporta's Merrill Lynch Experience February 2002 - March 2003
Job VP Marketing Development at Vierge Group
Industry Telecommunications
Experience
Vierge Group February 2007 - Present
Corporacion H&S July 2005 - Present
Policoncept C.A January 2004 - Present
TransferTo June 2008 - October 2013
H&S Corporation December 2003 - April 2008
Merrill Lynch February 2002 - March 2003
Skills
Spanish-speaking, Teamwork, Team Leadership, Mobile Applications, Mobile Marketing, Mobile Payments, Technology, Software Development, Finance, Payment Systems, Electronic Payments, Payment Services, Product Management, E-commerce, Mobile Devices, Mobile Communications, Mobile Technology, Telecommunications, Telecommunications..., Telecommunications..., Product Marketing, Entrepreneurship, Strategic Partnerships, Business Development, Strategy, Start-ups, Wireless, SMS, Go-to-market Strategy, Competitive Analysis, Channel Partners
Education
Northeastern University 1999 — 2002
business, Finance/marketing
Vierge Group February 2007 - Present
Corporacion H&S July 2005 - Present
Policoncept C.A January 2004 - Present
TransferTo June 2008 - October 2013
H&S Corporation December 2003 - April 2008
Merrill Lynch February 2002 - March 2003
Skills
Spanish-speaking, Teamwork, Team Leadership, Mobile Applications, Mobile Marketing, Mobile Payments, Technology, Software Development, Finance, Payment Systems, Electronic Payments, Payment Services, Product Management, E-commerce, Mobile Devices, Mobile Communications, Mobile Technology, Telecommunications, Telecommunications..., Telecommunications..., Product Marketing, Entrepreneurship, Strategic Partnerships, Business Development, Strategy, Start-ups, Wireless, SMS, Go-to-market Strategy, Competitive Analysis, Channel Partners
Education
Northeastern University 1999 — 2002
business, Finance/marketing
Matthew Ritter, CAIA's Merrill Lynch Experience May 2008 - August 2008
Job Senior Analyst, Real Assets Research at NEPC
Industry Investment Management
Experience
NEPC, LLC March 2015 - Present
NEPC March 2012 - March 2015
GMO January 2011 - July 2011
Brooke Private Equity Advisors January 2010 - June 2010
NEPC January 2009 - June 2009
Merrill Lynch May 2008 - August 2008
Skills
Investments, Analysis, Portfolio Management, Finance, Microsoft Excel, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Valuation
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Business Administration
Pequannock Township High School 2003 — 2007
NEPC, LLC March 2015 - Present
NEPC March 2012 - March 2015
GMO January 2011 - July 2011
Brooke Private Equity Advisors January 2010 - June 2010
NEPC January 2009 - June 2009
Merrill Lynch May 2008 - August 2008
Skills
Investments, Analysis, Portfolio Management, Finance, Microsoft Excel, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Valuation
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Business Administration
Pequannock Township High School 2003 — 2007
Mukesh Punjabi's Merrill Lynch Experience January 2007 - June 2007
Job Black Diamond
Industry Financial Services
Experience
Black Diamond November 2012 - Present
Bank of America Merrill Lynch July 2008 - October 2012
Merrill Lynch January 2007 - June 2007
Procter & Gamble January 2006 - June 2006
Education
Northeastern University 2004 — 2008
BSBA, Finance & Accounting; Minor: Economics
Black Diamond November 2012 - Present
Bank of America Merrill Lynch July 2008 - October 2012
Merrill Lynch January 2007 - June 2007
Procter & Gamble January 2006 - June 2006
Education
Northeastern University 2004 — 2008
BSBA, Finance & Accounting; Minor: Economics
Al Hammond's Merrill Lynch Experience April 1991 - April 1996
Job Institutional Consulting Director at Smith Barney
Industry Financial Services
Experience
Smith Barney May 2009 - Present
UBS Financial Services 1991 - Present
Merrill Lynch April 1991 - April 1996
Education
Northeastern University 1984 — 1989
B.S, Finance
Smith Barney May 2009 - Present
UBS Financial Services 1991 - Present
Merrill Lynch April 1991 - April 1996
Education
Northeastern University 1984 — 1989
B.S, Finance
Alberto Michelazzi's Merrill Lynch Experience July 2007 - June 2009
Job Senior Consultant Capco
Industry Financial Services
Experience
Capco July 2015 - Present
Bank of America January 2013 - July 2015
Bank of America June 2009 - December 2012
Merrill Lynch July 2007 - June 2009
Merrill Lynch June 2006 - December 2006
Emiliana Conserve June 2005 - August 2005
Emiliana Conserve June 2003 - September 2003
Skills
Financial Modeling, Capital Markets, Bloomberg, Derivatives, Fixed Income, Banking, Market Risk, Valuation, Credit Risk, Equities, Investment Banking, Risk Management, Hedge Funds, Financial Risk, Trading, Portfolio Management, Corporate Finance, Investments, Emerging Markets
Education
Università Cattolica del Sacro Cuore 2006 — 2007
Master International Management
Northeastern University 2005 — 2007
BS International Management, International Management / Finance, Summa Cum Laude
Università Cattolica del Sacro Cuore 2003 — 2005
BS Business Administration, Business Administration and Management / International Management, 110/110 Cum Laude
Paciolo - D'Annunzio 1998 — 2003
High School diploma - Ragioniere / Perito Commerciale, 100/100 Cum Laude
...
Capco July 2015 - Present
Bank of America January 2013 - July 2015
Bank of America June 2009 - December 2012
Merrill Lynch July 2007 - June 2009
Merrill Lynch June 2006 - December 2006
Emiliana Conserve June 2005 - August 2005
Emiliana Conserve June 2003 - September 2003
Skills
Financial Modeling, Capital Markets, Bloomberg, Derivatives, Fixed Income, Banking, Market Risk, Valuation, Credit Risk, Equities, Investment Banking, Risk Management, Hedge Funds, Financial Risk, Trading, Portfolio Management, Corporate Finance, Investments, Emerging Markets
Education
Università Cattolica del Sacro Cuore 2006 — 2007
Master International Management
Northeastern University 2005 — 2007
BS International Management, International Management / Finance, Summa Cum Laude
Università Cattolica del Sacro Cuore 2003 — 2005
BS Business Administration, Business Administration and Management / International Management, 110/110 Cum Laude
Paciolo - D'Annunzio 1998 — 2003
High School diploma - Ragioniere / Perito Commerciale, 100/100 Cum Laude
...
Shawn Comiskey's Merrill Lynch Experience June 2008 - December 2008
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan July 2013 - November 2014
J.P. Morgan May 2010 - July 2013
Forex Capital Markets June 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
Capital Markets, Equities, Trading, Bloomberg, Prime Brokerage, Derivatives, Foreign Exchange, FX Options, Treasury, Investments, Financial Markets, Options, Trading Systems, Fixed Income, Hedge Funds, Investment Banking
Education
The Johns Hopkins University 2014 — 2015
Master of Science (MS), Applied Economics, 3.771
Northeastern University 2006 — 2009
BSBA, Finance, 3.713
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan July 2013 - November 2014
J.P. Morgan May 2010 - July 2013
Forex Capital Markets June 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Merrill Lynch June 2007 - December 2007
Skills
Capital Markets, Equities, Trading, Bloomberg, Prime Brokerage, Derivatives, Foreign Exchange, FX Options, Treasury, Investments, Financial Markets, Options, Trading Systems, Fixed Income, Hedge Funds, Investment Banking
Education
The Johns Hopkins University 2014 — 2015
Master of Science (MS), Applied Economics, 3.771
Northeastern University 2006 — 2009
BSBA, Finance, 3.713
Lauretta Kennedy's Merrill Lynch Experience March 2011 - June 2012
Job Portfolio Assistant at Armature Capital Management
Industry Banking
Experience
Armature Capital Management, LLC July 2012 - Present
Merrill Lynch March 2011 - June 2012
Bain & Company October 2010 - February 2011
Wellington Management June 2010 - September 2010
Talay Restaurant June 2008 - June 2009
Skills
Event Planning, Event Management, Catering, Customer Service, Microsoft Office, Menu Development, Food & Beverage, Hospitality, PowerPoint, Restaurants, Microsoft Excel, Bloomberg, Market Research, Budgets, Sales, Microsoft Word, Management, Outlook, Research, Project Management, Portfolio Management, Editing, Photoshop, Trading
Education
Northeastern University 2002 — 2007
Bachelor of Science (B.S.), Biology, Pre-Med
Armature Capital Management, LLC July 2012 - Present
Merrill Lynch March 2011 - June 2012
Bain & Company October 2010 - February 2011
Wellington Management June 2010 - September 2010
Talay Restaurant June 2008 - June 2009
Skills
Event Planning, Event Management, Catering, Customer Service, Microsoft Office, Menu Development, Food & Beverage, Hospitality, PowerPoint, Restaurants, Microsoft Excel, Bloomberg, Market Research, Budgets, Sales, Microsoft Word, Management, Outlook, Research, Project Management, Portfolio Management, Editing, Photoshop, Trading
Education
Northeastern University 2002 — 2007
Bachelor of Science (B.S.), Biology, Pre-Med
Scarlett Parez, PHR's Merrill Lynch Experience January 2007 - June 2007
Job Corporate Recruiter at Bloomberg
Industry Financial Services
Experience
Bloomberg LP July 2013 - Present
Bloomberg November 2009 - June 2014
Bloomberg LP March 2011 - July 2013
CDM Smith May 2008 - August 2008
Merrill Lynch January 2007 - June 2007
The Gillette Company of Procter & Gamble January 2006 - December 2006
Skills
Coordination, Attention To Detail, Customer Focus, Diversity Recruitment, Time Management, Contract Recruitment, HR Policies, Compliance, Analysis, Finance, Recruiting, Interviews, Management, Data Entry, Talent Management, Access, Customer Service, Job Coaching, Leadership, Organizational..., Internet Recruiting, Employee Benefits, Budgets
Education
Northeastern University 2004 — 2009
BSBA, Human Resources Management/ General Managemnt
Bloomberg LP July 2013 - Present
Bloomberg November 2009 - June 2014
Bloomberg LP March 2011 - July 2013
CDM Smith May 2008 - August 2008
Merrill Lynch January 2007 - June 2007
The Gillette Company of Procter & Gamble January 2006 - December 2006
Skills
Coordination, Attention To Detail, Customer Focus, Diversity Recruitment, Time Management, Contract Recruitment, HR Policies, Compliance, Analysis, Finance, Recruiting, Interviews, Management, Data Entry, Talent Management, Access, Customer Service, Job Coaching, Leadership, Organizational..., Internet Recruiting, Employee Benefits, Budgets
Education
Northeastern University 2004 — 2009
BSBA, Human Resources Management/ General Managemnt
Chic Lineberry's Merrill Lynch Experience September 2008 - Present
Job Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Sweetgrass Capital Mortgage January 2003 - September 2008
Charleston Coatings, Inc September 1995 - November 2002
Skills
Wealth Management, Mortgage Lending, Portfolio Management, Retirement Planning, Investment Strategies, Mutual Funds, Fixed Income, Alternative Investments, Equities, ETFs, IRAs, Strategic Financial..., Bonds, 401k, Options, Asset Allocation, Funding, Structured Products, 529 Plans, Finance, Banking, Financial Advisory, Financial Planning, Series 7, Series 63
Education
Northeastern University 1985 — 1990
BSET, Electrical Engineering
Merrill Lynch September 2008 - Present
Sweetgrass Capital Mortgage January 2003 - September 2008
Charleston Coatings, Inc September 1995 - November 2002
Skills
Wealth Management, Mortgage Lending, Portfolio Management, Retirement Planning, Investment Strategies, Mutual Funds, Fixed Income, Alternative Investments, Equities, ETFs, IRAs, Strategic Financial..., Bonds, 401k, Options, Asset Allocation, Funding, Structured Products, 529 Plans, Finance, Banking, Financial Advisory, Financial Planning, Series 7, Series 63
Education
Northeastern University 1985 — 1990
BSET, Electrical Engineering
Tom Cullum's Merrill Lynch Experience July 1983 - August 1994
Job FIT Product Manager for Money Markets at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP April 2014 - Present
Bloomberg LP November 2012 - Present
Sandler O'Neill + Partners, L.P. April 2011 - March 2012
Banquo Credit Management August 2009 - August 2010
Banquo Credit Management LLP June 2004 - July 2009
KBW May 2003 - May 2004
Dresdner Kleinwort August 1997 - September 2002
Merrill Lynch July 1983 - August 1994
Skills
Sales, Trading, Capital Markets, Fixed Income, Asset Managment, Investments, Hedge Funds, Portfolio Management, Electronic Trading, Asset Management, Derivatives
Education
Northeastern University 1978 — 1983
BS, Marketing and Finance
Bloomberg LP April 2014 - Present
Bloomberg LP November 2012 - Present
Sandler O'Neill + Partners, L.P. April 2011 - March 2012
Banquo Credit Management August 2009 - August 2010
Banquo Credit Management LLP June 2004 - July 2009
KBW May 2003 - May 2004
Dresdner Kleinwort August 1997 - September 2002
Merrill Lynch July 1983 - August 1994
Skills
Sales, Trading, Capital Markets, Fixed Income, Asset Managment, Investments, Hedge Funds, Portfolio Management, Electronic Trading, Asset Management, Derivatives
Education
Northeastern University 1978 — 1983
BS, Marketing and Finance
Ray Parker's Merrill Lynch Experience 1995 - 1997
Job RIA Wholesaler/Regional Director RIA Division
Industry Investment Management
Experience
Franklin Templeton June 2004 - Present
Morgan Stanley 2002 - 2004
AllianceBernstein 1997 - 2002
Philo Smith & Co., Inc. 1997 - 1997
Merrill Lynch 1995 - 1997
Education
Northeastern University
Bachelor of Arts (BA)
Franklin Templeton June 2004 - Present
Morgan Stanley 2002 - 2004
AllianceBernstein 1997 - 2002
Philo Smith & Co., Inc. 1997 - 1997
Merrill Lynch 1995 - 1997
Education
Northeastern University
Bachelor of Arts (BA)
Jessica Gabriele's Merrill Lynch Experience August 2015 - Present
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Barclays Wealth and Investment Management 2010 - Present
Barclays Wealth 2008 - 2010
Lehman Brothers 2005 - 2008
Deutsche Bank March 2004 - July 2005
Education
Northeastern University 1999 — 2003
Marketing
Merrill Lynch August 2015 - Present
Barclays Wealth and Investment Management 2010 - Present
Barclays Wealth 2008 - 2010
Lehman Brothers 2005 - 2008
Deutsche Bank March 2004 - July 2005
Education
Northeastern University 1999 — 2003
Marketing
Peter Garlick, MSF's Merrill Lynch Experience May 2013 - Present
Job VP, Strategy and Analytics
Industry Banking
Experience
Merrill Lynch May 2013 - Present
Murex August 2007 - May 2013
NYMEX (Haneman Trading) May 2005 - August 2005
Skills
Interest Rate..., Trading Systems, Financial Modeling, Derivatives, Fixed Income, Equities, Capital Markets, Financial Risk, Risk Management, Asset Managment, Business Analysis, Credit Risk, SQL, Statistics
Education
Northeastern University 2010 — 2012
Masters, Finance
Liberty University 2003 — 2006
B.S., Fiinance
Merrill Lynch May 2013 - Present
Murex August 2007 - May 2013
NYMEX (Haneman Trading) May 2005 - August 2005
Skills
Interest Rate..., Trading Systems, Financial Modeling, Derivatives, Fixed Income, Equities, Capital Markets, Financial Risk, Risk Management, Asset Managment, Business Analysis, Credit Risk, SQL, Statistics
Education
Northeastern University 2010 — 2012
Masters, Finance
Liberty University 2003 — 2006
B.S., Fiinance
Gregory McMahon's Merrill Lynch Experience February 2001 - May 2006
Job Fixed Income Sales Assistant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Barclays Capital March 2009 - August 2013
UBS Wealth Management May 2006 - December 2008
Merrill Lynch February 2001 - May 2006
Skills
Series 7, Series 66, Fixed Income, Derivatives, Settlement, Bloomberg, Markitwire, Series 63, Equities, Bonds, Securities, Mutual Funds, Hedge Funds, Uniform Combined State...
Education
Northeastern University 1998 — 2003
Bachelor's, Finance
Wells Fargo Securities August 2013 - Present
Barclays Capital March 2009 - August 2013
UBS Wealth Management May 2006 - December 2008
Merrill Lynch February 2001 - May 2006
Skills
Series 7, Series 66, Fixed Income, Derivatives, Settlement, Bloomberg, Markitwire, Series 63, Equities, Bonds, Securities, Mutual Funds, Hedge Funds, Uniform Combined State...
Education
Northeastern University 1998 — 2003
Bachelor's, Finance
Krushi Shah's Merrill Lynch Experience January 2007 - June 2007
Job Senior Proposal Analyst at Raytheon
Industry Insurance
Experience
Raytheon March 2013 - Present
Raytheon July 2012 - February 2013
Zipcar February 2012 - June 2012
Liberty Mutual Insurance June 2009 - February 2012
Raytheon January 2008 - June 2008
Merrill Lynch January 2007 - June 2007
Skills
Financial Reporting, Variance Analysis, General Ledger, Essbase, Reconciliation, Financial Analysis, Internal Controls, Excel, Process Improvement, PowerPoint, SAP, Hyperion, Account Reconciliation, Ad Hoc Reporting, Entrepreneurship, Microsoft Excel, Accounting, Finance, Data Analysis, Analysis, Risk Management, Corporate Finance, Financial Statements
Education
Northeastern University 2006 — 2009
Bachelors of Science in Business Administration, Finance, Entrepreneurship
Raytheon March 2013 - Present
Raytheon July 2012 - February 2013
Zipcar February 2012 - June 2012
Liberty Mutual Insurance June 2009 - February 2012
Raytheon January 2008 - June 2008
Merrill Lynch January 2007 - June 2007
Skills
Financial Reporting, Variance Analysis, General Ledger, Essbase, Reconciliation, Financial Analysis, Internal Controls, Excel, Process Improvement, PowerPoint, SAP, Hyperion, Account Reconciliation, Ad Hoc Reporting, Entrepreneurship, Microsoft Excel, Accounting, Finance, Data Analysis, Analysis, Risk Management, Corporate Finance, Financial Statements
Education
Northeastern University 2006 — 2009
Bachelors of Science in Business Administration, Finance, Entrepreneurship
Paul Anthony Jones's Merrill Lynch Experience August 2011 - Present
Job Vice President, Wealth Management Banking at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2011 - Present
Wells Fargo September 1999 - July 2011
Skills
Wealth Management, Series 7, Capital Markets, Series 63, Private Banking, Banking, Fixed Income, Equities, Asset Allocation, Mutual Funds, Credit Analysis
Education
University of Connecticut 1996 — 1998
Bachelor of Science (B.S.), Finance and Financial Management Services
Northeastern University 1994 — 1995
Merrill Lynch August 2011 - Present
Wells Fargo September 1999 - July 2011
Skills
Wealth Management, Series 7, Capital Markets, Series 63, Private Banking, Banking, Fixed Income, Equities, Asset Allocation, Mutual Funds, Credit Analysis
Education
University of Connecticut 1996 — 1998
Bachelor of Science (B.S.), Finance and Financial Management Services
Northeastern University 1994 — 1995
Monty Cook's Merrill Lynch Experience January 1993 - December 1995
Job Managing Director at THL Credit Advisors LLC
Industry Investment Management
Experience
THL Credit Advisors LLC 2013 - Present
Deutsche Bank Securities 2010 - 2012
Prospect Capital Management 2006 - 2010
Greenbridge January 2000 - December 2001
JP Morgan 1998 - 2000
Merrill Lynch January 1993 - December 1995
Education
Northeastern University
BS, finance
THL Credit Advisors LLC 2013 - Present
Deutsche Bank Securities 2010 - 2012
Prospect Capital Management 2006 - 2010
Greenbridge January 2000 - December 2001
JP Morgan 1998 - 2000
Merrill Lynch January 1993 - December 1995
Education
Northeastern University
BS, finance
Diane Kenna's Merrill Lynch Experience 1993 - 2009
Job Managing Director, Head of Transaction Management, HSBC Securities (USA) Inc.
Industry Banking
Experience
HSBC Securities December 2009 - Present
Merrill Lynch 1993 - 2009
Bernard Hodes Group 1987 - 1992
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business Management
Northeastern University 1982 — 1986
BS, Dual Major: International Business/Marketing
HSBC Securities December 2009 - Present
Merrill Lynch 1993 - 2009
Bernard Hodes Group 1987 - 1992
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business Management
Northeastern University 1982 — 1986
BS, Dual Major: International Business/Marketing
Husak A's Merrill Lynch Experience May 2008 - Present
Job Vice President of Investments at Banc of America Investments
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Bear Stearns and UBS January 2001 - May 2008
Education
Northeastern University 1991 — 1996
Physiology, Business
Merrill Lynch May 2008 - Present
Bear Stearns and UBS January 2001 - May 2008
Education
Northeastern University 1991 — 1996
Physiology, Business
James B Taing's Merrill Lynch Experience January 2012 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
Ge Capital 2015 - 2015
Merrill Lynch January 2012 - June 2012
GE Aviation January 2011 - June 2011
IBM January 2010 - June 2010
Skills
Account Reconciliation, Auditing, Accounting, Variance Analysis, Analysis, Budgets, Management, Human Resources, Valuation, Access, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Analysis, Microsoft Office, Customer Service, Expenses, Financial Reporting, Corporate Finance, Cash Management, Managerial Finance
Education
Northeastern University 2009 — 2012
Business, Finance
Ge Capital 2015 - 2015
Merrill Lynch January 2012 - June 2012
GE Aviation January 2011 - June 2011
IBM January 2010 - June 2010
Skills
Account Reconciliation, Auditing, Accounting, Variance Analysis, Analysis, Budgets, Management, Human Resources, Valuation, Access, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Analysis, Microsoft Office, Customer Service, Expenses, Financial Reporting, Corporate Finance, Cash Management, Managerial Finance
Education
Northeastern University 2009 — 2012
Business, Finance
Faan Ho Hung's Merrill Lynch Experience September 2009 - December 2009
Job Public Finance Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - December 2009
Education
Northeastern University 2006 — 2010
Business, Management/Finance/Supply Chain Management
Merrill Lynch September 2009 - December 2009
Education
Northeastern University 2006 — 2010
Business, Management/Finance/Supply Chain Management
Pyzynski, Lisa's Merrill Lynch Experience January 2005 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Modeling, Client Services
Education
Northeastern University Boston 2003 — 2003
Professional Certificate, Paralegal Studies
University of Massachusetts-Amherst 1979 — 1984
BA, Political Science and French
Merrill Lynch January 2005 - Present
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Modeling, Client Services
Education
Northeastern University Boston 2003 — 2003
Professional Certificate, Paralegal Studies
University of Massachusetts-Amherst 1979 — 1984
BA, Political Science and French
Lisa Bender's Merrill Lynch Experience May 2004 - June 2005
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan May 2012 - September 2014
Goldman Sachs June 2005 - March 2012
Merrill Lynch May 2004 - June 2005
Education
Northeastern University
J.P. Morgan September 2014 - Present
J.P. Morgan May 2012 - September 2014
Goldman Sachs June 2005 - March 2012
Merrill Lynch May 2004 - June 2005
Education
Northeastern University
Gina Ahn's Merrill Lynch Experience January 2008 - August 2008
Job Graduate of Northeastern University
Industry Marketing and Advertising
Experience
Com2uS October 2011 - August 2013
Element Productions January 2010 - April 2010
John Hancock July 2009 - December 2009
Merrill Lynch January 2008 - August 2008
Deloitte January 2007 - June 2007
Hyundai IT June 2006 - August 2006
Education
Northeastern University 2005 — 2010
Dual degree in MIS and Marketing
The American University of Paris 2008 — 2008
Film & Media Studies
Com2uS October 2011 - August 2013
Element Productions January 2010 - April 2010
John Hancock July 2009 - December 2009
Merrill Lynch January 2008 - August 2008
Deloitte January 2007 - June 2007
Hyundai IT June 2006 - August 2006
Education
Northeastern University 2005 — 2010
Dual degree in MIS and Marketing
The American University of Paris 2008 — 2008
Film & Media Studies
Nick Moser's Merrill Lynch Experience July 2008 - December 2008
Job Financial Analyst/Internal Auditor at Fenway Community Health
Industry Accounting
Experience
Fenway Community Health August 2012 - Present
Children's Hospital Boston August 2010 - August 2012
Steam Car Rentals August 2010 - August 2011
Lexington Insurance July 2009 - January 2010
Merrill Lynch July 2008 - December 2008
CSN Stores July 2007 - December 2007
Collegiate Entrepreneurs Painting Service March 2006 - October 2006
Skills
Access, PowerPoint, Budgets, Customer Service, Budgeting, Excel, Word, Customer Relations, Internet Explorer, Crystal Reports
Education
Northeastern University 2005 — 2010
BSBA, Accounting
Fenway Community Health August 2012 - Present
Children's Hospital Boston August 2010 - August 2012
Steam Car Rentals August 2010 - August 2011
Lexington Insurance July 2009 - January 2010
Merrill Lynch July 2008 - December 2008
CSN Stores July 2007 - December 2007
Collegiate Entrepreneurs Painting Service March 2006 - October 2006
Skills
Access, PowerPoint, Budgets, Customer Service, Budgeting, Excel, Word, Customer Relations, Internet Explorer, Crystal Reports
Education
Northeastern University 2005 — 2010
BSBA, Accounting
Kathleen Watt's Merrill Lynch Experience January 2008 - June 2008
Job Life Insurance Analyst at Winged Keel Group
Industry Financial Services
Experience
Winged Keel Group August 2014 - Present
John Hancock Financial Services November 2013 - July 2014
John Hancock Financial Services July 2011 - November 2013
John Hancock Financial Services January 2010 - January 2011
Department of Defense January 2009 - June 2009
Merrill Lynch January 2008 - June 2008
CIGNA Group Insurance May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, GGY Axis, Lotus Notes, Access, PowerPoint, Mathematics, Highly detail oriented, Actuarial Science, Essbase, Financial Analysis, Leadership, Business Analysis
Education
Northeastern University 2006 — 2011
Bachelor or Science, Mathematics
Winged Keel Group August 2014 - Present
John Hancock Financial Services November 2013 - July 2014
John Hancock Financial Services July 2011 - November 2013
John Hancock Financial Services January 2010 - January 2011
Department of Defense January 2009 - June 2009
Merrill Lynch January 2008 - June 2008
CIGNA Group Insurance May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, GGY Axis, Lotus Notes, Access, PowerPoint, Mathematics, Highly detail oriented, Actuarial Science, Essbase, Financial Analysis, Leadership, Business Analysis
Education
Northeastern University 2006 — 2011
Bachelor or Science, Mathematics
Kashish Shah's Merrill Lynch Experience January 2007 - June 2007
Job SR Manager of Strategy & GotoMarket for CVS Digital at CVS Health
Industry Hospital & Health Care
Experience
CVS Health April 2015 - Present
Philips Healthcare December 2011 - April 2015
Philips December 2010 - December 2011
Hanover Insurance January 2008 - November 2010
Merrill Lynch January 2007 - June 2007
MFS Investment Management May 2005 - December 2005
Skills
Competitive Analysis, Market Research, Mergers, Product Management, New Business Development, Strategic Planning, Analysis, Strategy Development, Marketing Strategy, Healthcare, PowerPoint, Excel, Market Analysis, Microsoft Office, Process Improvement, Strategy, Cross-functional Team..., Microsoft Excel
Education
Northeastern University 2004 — 2007
BSBA, Finance and Management
CVS Health April 2015 - Present
Philips Healthcare December 2011 - April 2015
Philips December 2010 - December 2011
Hanover Insurance January 2008 - November 2010
Merrill Lynch January 2007 - June 2007
MFS Investment Management May 2005 - December 2005
Skills
Competitive Analysis, Market Research, Mergers, Product Management, New Business Development, Strategic Planning, Analysis, Strategy Development, Marketing Strategy, Healthcare, PowerPoint, Excel, Market Analysis, Microsoft Office, Process Improvement, Strategy, Cross-functional Team..., Microsoft Excel
Education
Northeastern University 2004 — 2007
BSBA, Finance and Management
Kevin Dao's Merrill Lynch Experience September 2007 - December 2008
Job Lapels Dry Cleaning Manager and Franchisee
Industry Consumer Services
Experience
Lapels Dry Cleaning (Boston and Cambridge) January 2012 - Present
Bank of America (Merrill Lynch) May 2010 - September 2010
Merrill Lynch September 2007 - December 2008
Ameriprise Financial September 2005 - September 2007
Citizens Investment Services June 2002 - September 2005
Skills
Tailoring, Management
Education
Northeastern University 1997 — 2002
Bachelor of Science in Business Administration (BSBA), Finance and Insurance
Lapels Dry Cleaning (Boston and Cambridge) January 2012 - Present
Bank of America (Merrill Lynch) May 2010 - September 2010
Merrill Lynch September 2007 - December 2008
Ameriprise Financial September 2005 - September 2007
Citizens Investment Services June 2002 - September 2005
Skills
Tailoring, Management
Education
Northeastern University 1997 — 2002
Bachelor of Science in Business Administration (BSBA), Finance and Insurance
kevin deroche's Merrill Lynch Experience January 1999 - October 2005
Job n/a at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management October 2005 - Present
Merrill Lynch January 1999 - October 2005
Education
Northeastern University 1995 — 2010
MFS Investment Management October 2005 - Present
Merrill Lynch January 1999 - October 2005
Education
Northeastern University 1995 — 2010
Christopher Zink's Merrill Lynch Experience January 2009 - July 2009
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2015 - Present
Barclays August 2013 - April 2015
Barclays September 2011 - August 2012
Barclays July 2011 - August 2012
Barclays Capital July 2010 - April 2011
Merrill Lynch January 2009 - July 2009
Merrill Lynch January 2008 - July 2008
Skills
User Acceptance Testing, Investment Banking, Trading, Account Reconciliation, Defect Tracking, Hedge Funds, Equities, Test Cases, Financial Risk, Asset Management, Finance, Derivatives
Education
Northeastern University 2006 — 2011
BSBA, Finance and Accounting
Goldman Sachs April 2015 - Present
Barclays August 2013 - April 2015
Barclays September 2011 - August 2012
Barclays July 2011 - August 2012
Barclays Capital July 2010 - April 2011
Merrill Lynch January 2009 - July 2009
Merrill Lynch January 2008 - July 2008
Skills
User Acceptance Testing, Investment Banking, Trading, Account Reconciliation, Defect Tracking, Hedge Funds, Equities, Test Cases, Financial Risk, Asset Management, Finance, Derivatives
Education
Northeastern University 2006 — 2011
BSBA, Finance and Accounting
Leigh Costa's Merrill Lynch Experience January 2006 - June 2006
Job Analyst at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital March 2011 - Present
Merrill Lynch January 2006 - June 2006
Nationwide Maintenance & General Contracting June 2004 - June 2006
Skills
Financial Analysis, Data Analysis, Business Strategy, Bloomberg, Microsoft Excel, Equities, Derivatives, Investments
Education
Northeastern University 2003 — 2008
B.S.B.A., Finance
Barclays Capital March 2011 - Present
Merrill Lynch January 2006 - June 2006
Nationwide Maintenance & General Contracting June 2004 - June 2006
Skills
Financial Analysis, Data Analysis, Business Strategy, Bloomberg, Microsoft Excel, Equities, Derivatives, Investments
Education
Northeastern University 2003 — 2008
B.S.B.A., Finance
Greg Franzblau's Merrill Lynch Experience January 2011 - June 2011
Job Investment Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Merrill Lynch January 2011 - June 2011
GE Aviation January 2010 - June 2010
PanAgora Asset Management January 2009 - June 2009
Education
Northeastern University 2007 — 2012
J.P. Morgan June 2012 - Present
Merrill Lynch January 2011 - June 2011
GE Aviation January 2010 - June 2010
PanAgora Asset Management January 2009 - June 2009
Education
Northeastern University 2007 — 2012
Derek Bower's Merrill Lynch Experience January 2008 - March 2009
Job Real Estate Analyst at ISI
Industry Real Estate
Experience
ISI Group April 2013 - Present
UBS Investment Bank June 2009 - April 2013
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2006 - December 2007
Skills
Financial Modeling, Real Estate Finance, Real Estate Investment, Financial Analysis, Financial Accounting, Business Valuation, Investment Strategies, Capital Markets, Real Estate Economics, REIT, Leases
Education
Northeastern University 2001 — 2006
Bachelor of Science, Finance
ISI Group April 2013 - Present
UBS Investment Bank June 2009 - April 2013
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2006 - December 2007
Skills
Financial Modeling, Real Estate Finance, Real Estate Investment, Financial Analysis, Financial Accounting, Business Valuation, Investment Strategies, Capital Markets, Real Estate Economics, REIT, Leases
Education
Northeastern University 2001 — 2006
Bachelor of Science, Finance
Brandon Sang's Merrill Lynch Experience June 2008 - December 2008
Job Vice President
Industry Information Technology and Services
Experience
Markit January 2015 - Present
Markit January 2013 - January 2015
Markit May 2011 - January 2013
Goldman Sachs July 2010 - December 2010
Wellington Management Company L.L.P. July 2009 - December 2009
Merrill Lynch June 2008 - December 2008
Silver Lane Advisors LLC January 2007 - January 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Finance and Insurance, Accounting
Markit January 2015 - Present
Markit January 2013 - January 2015
Markit May 2011 - January 2013
Goldman Sachs July 2010 - December 2010
Wellington Management Company L.L.P. July 2009 - December 2009
Merrill Lynch June 2008 - December 2008
Silver Lane Advisors LLC January 2007 - January 2008
Education
Northeastern University 2006 — 2011
Bachelor of Science, Business Administration; Finance and Insurance, Accounting
Lisa Pyzynski's Merrill Lynch Experience January 2005 - Present
Job Senior Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
KeyBank August 2003 - January 2005
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Series 7, Series 65, CSNA, Series 63, Uniform Combined State..., FINRA, Securities, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Retirement, Investment Advisory, Fixed Annuities, Series 24, Investments, Alternative Investments, Wealth Management..., Investment Strategies, Bonds, 401k, Financial Advisory
Education
Northeastern University 2003 — 2003
Professional Certificate, Paralegal
University of Massachusetts-Amherst
Bachelor of Arts (BA), Political Science and French
Merrill Lynch January 2005 - Present
KeyBank August 2003 - January 2005
Credit Suisse August 2000 - March 2003
Bear, Stearns May 1996 - August 2000
Skills
Series 7, Series 65, CSNA, Series 63, Uniform Combined State..., FINRA, Securities, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Retirement, Investment Advisory, Fixed Annuities, Series 24, Investments, Alternative Investments, Wealth Management..., Investment Strategies, Bonds, 401k, Financial Advisory
Education
Northeastern University 2003 — 2003
Professional Certificate, Paralegal
University of Massachusetts-Amherst
Bachelor of Arts (BA), Political Science and French
Christopher Kanian's Merrill Lynch Experience 2006 - 2011
Job Berenberg Capital Markets
Industry Financial Services
Experience
Convergex November 2013 - January 2015
Bank of America Merrill Lynch May 2013 - November 2013
Merrill Lynch 2006 - 2011
Education
Northeastern University 2001 — 2006
Bachelor of Science (BS), Finance
Convergex November 2013 - January 2015
Bank of America Merrill Lynch May 2013 - November 2013
Merrill Lynch 2006 - 2011
Education
Northeastern University 2001 — 2006
Bachelor of Science (BS), Finance
Joshua Miller-Frankel's Merrill Lynch Experience March 2014 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
State Street 2011 - 2012
Income Research & Management 2010 - 2011
JTMF Tickets 2004 - 2007
Skills
Bloomberg, Financial Modeling, Equity Research, Financial Risk, Financial Reporting, Stock Management, Asian markets, Cash Flow Forecasting, Process Improvement, Equity Valuation, Equity Capital Markets, Market Research, Qualitative Research, Bloomberg Software, Organizational..., Series 7, Series 63
Education
Northeastern University 2008 — 2013
Bachelor's degree, Finance, General
Merrill Lynch March 2014 - Present
State Street 2011 - 2012
Income Research & Management 2010 - 2011
JTMF Tickets 2004 - 2007
Skills
Bloomberg, Financial Modeling, Equity Research, Financial Risk, Financial Reporting, Stock Management, Asian markets, Cash Flow Forecasting, Process Improvement, Equity Valuation, Equity Capital Markets, Market Research, Qualitative Research, Bloomberg Software, Organizational..., Series 7, Series 63
Education
Northeastern University 2008 — 2013
Bachelor's degree, Finance, General
johnny Tapley's Merrill Lynch Experience February 2007 - Present
Job STOCK LOAN ASSOCIATE at Merrill Lynch
Industry Financial Services
Experience
KING AND GROVE WILLIAMSBURG May 2011 - Present
Merrill Lynch February 2007 - Present
Education
Northeastern University 1992 — 1996
Bachelor of Science (BS), Finance, General
KING AND GROVE WILLIAMSBURG May 2011 - Present
Merrill Lynch February 2007 - Present
Education
Northeastern University 1992 — 1996
Bachelor of Science (BS), Finance, General
Casey Wolf's Merrill Lynch Experience January 2009 - Present
Job Financial adviser at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Morgan Stanley January 2000 - January 2009
Paine Webber January 1990 - January 2000
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services
Education
Northeastern University Lehigh university
Bs. Mba, Corporate finance. Economics
Merrill Lynch January 2009 - Present
Morgan Stanley January 2000 - January 2009
Paine Webber January 1990 - January 2000
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services
Education
Northeastern University Lehigh university
Bs. Mba, Corporate finance. Economics
Luisa Sanabria's Merrill Lynch Experience July 2014 - August 2014
Job Student at Northeastern University
Industry Investment Banking
Experience
MFS Investment Management July 2015 - Present
Merrill Lynch July 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Financial Analysis
Education
Northeastern University 2013 — 2018
International Affairs / Economics, Economics
Colegio Jefferson 2006 — 2013
MFS Investment Management July 2015 - Present
Merrill Lynch July 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Financial Analysis
Education
Northeastern University 2013 — 2018
International Affairs / Economics, Economics
Colegio Jefferson 2006 — 2013
Katherine Deacon's Merrill Lynch Experience May 1985 - April 1997
Job Sales Assistant at Merrill Lynch
Industry Banking
Experience
Norwood Bank March 2005 - Present
Norwood Bank March 2005 - Present
Newton-Wellesley Hospital September 2001 - March 2005
Merrill Lynch May 1985 - April 1997
Skills
Providing excellent...
Education
Northeastern University 2001 — 2013
Bachelor's Degree, Leadership, Business Management, A-/B+
Bishop McDevitt Wyncote PA 1978 — 1980
Business
Norwood Bank March 2005 - Present
Norwood Bank March 2005 - Present
Newton-Wellesley Hospital September 2001 - March 2005
Merrill Lynch May 1985 - April 1997
Skills
Providing excellent...
Education
Northeastern University 2001 — 2013
Bachelor's Degree, Leadership, Business Management, A-/B+
Bishop McDevitt Wyncote PA 1978 — 1980
Business
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank