Merrill Lynch

Industry: Banking company

Description

Merrill 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.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Patrick Kuhn Patrick Kuhn San Francisco Bay Area Details
Patrick Kuhn's Merrill Lynch Experience March 2012 - June 2012
Job Payroll Operations at Gusto
Industry Human Resources
Experience
Gusto (formerly ZenPayroll)   September 2015 - Present
Aon Hewitt  July 2013 - September 2015
Boomerang Gifts   June 2012 - August 2012
Merrill Lynch   March 2012 - June 2012
Deerfield Park District  June 2007 - August 2011

Skills
Economics, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Spanish, Data Analysis, Client Relations, Problem Solving, Project Management, Business Operations, QuickBooks, CSPro, Stata, Market Research

Education
Northwestern University   2009 — 2013
Bachelor of Arts, Economics, Business Institutions Minor

Deerfield High School   2005 — 2009

Angilbert Loho Angilbert Loho Greater Los Angeles Area Details
Angilbert Loho's Merrill Lynch Experience June 2011 - August 2011
Job Graduate from Northwestern University
Industry Financial Services
Experience
UBS Global Asset Management  June 2013 - August 2013
Merrill Lynch   June 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research

Education
Northwestern University   2010 — 2014
Bachelor of Arts, Economics

Syracuse University in Florence   2014 — 2014
Study Abroad

John Rizzetto John Rizzetto Evanston, Illinois Details
John Rizzetto's Merrill Lynch Experience January 2014 - March 2014
Job Business Analytics and Strategy Consultant at IBM
Industry Management Consulting
Experience
IBM  January 2015 - Present
Northwestern University Information Technologies   December 2011 - Present
PAGE VAULT   June 2014 - September 2014
Merrill Lynch   January 2014 - March 2014
Spot Trading LLC  June 2013 - September 2013

Skills
Social Media, Event Planning, Blogging, Editing, Journalism, Facebook, Social Networking, Social Media Marketing, WordPress, Fundraising

Education
Northwestern University   2011 — 2015
Bachelor of Science (B.S.), Economics

Aleksandra Garstecki Aleksandra Garstecki Greater Los Angeles Area Details
Aleksandra Garstecki's Merrill Lynch Experience June 2014 - Present
Job Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch   June 2014 - Present
Pebble Creek Partners   2013 - Present
DRW Trading Group  August 2009 - January 2013
Cognizant Technology Solutions  August 2006 - March 2009
Emercent Solutions   2005 - 2006

Skills
Product Management, Building Relationships, Software Project..., Business Analysis, Project Management, Management, Entrepreneurship, Consulting, Competitive Analysis, Financial Modeling, Management Consulting

Education
The University of Chicago - Booth School of Business   2010 — 2013
Master of Business Administration (M.B.A.), Finance, Strategic Management, Entrepreneurship

Northwestern University   2001 — 2005
BA, Economics, Psychology

Code Academy
Ruby on Rails, Computer Programming

Louis Dietchweiler Louis Dietchweiler Greater Chicago Area Details
Louis Dietchweiler's Merrill Lynch Experience September 2014 - February 2015
Job Business Analyst at Capital One
Industry Financial Services
Experience
Capital One  July 2015 - Present
Northwestern University Dance Marathon  April 2014 - April 2015
Merrill Lynch   September 2014 - February 2015
Neuberger Berman  June 2014 - September 2014
DiMeo Schneider & Associates  April 2014 - June 2014
Northwestern University  October 2011 - March 2014
herematch   June 2013 - August 2013
University of Illinois Chicago Labs   June 2009 - August 2010

Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, English, Financial Analysis, Public Speaking, Social Media, Teamwork

Education
Northwestern University   2011 — 2015
Bachelor of Arts (BA), Economics, Business Institutions

Emily McCall Emily McCall Chicago, Illinois Details
Emily McCall's Merrill Lynch Experience March 2012 - June 2012
Job Strategy & Operations Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte  August 2015 - Present
Deloitte  September 2013 - August 2015
Navigant  June 2012 - August 2012
Merrill Lynch   March 2012 - June 2012

Skills
Excel, Microsoft SQL Server, PowerPoint, Relativity, Microsoft Office, Word, Microsoft Excel, Microsoft Word, Spanish, Financial Analysis, Analysis, Economics

Education
Northwestern University   2009 — 2013
B.A., Economics, Spanish

Menlo School   2005 — 2009
High School Diploma

donna berg donna berg New York, New York Details
donna berg's Merrill Lynch Experience February 1980 - March 1986
Job Licensed Broker
Industry Capital Markets
Experience
Donna Berg   1987 - 2014
Merrill Lynch   February 1980 - March 1986

Skills
Sellers, Real Estate, First Time Home Buyers, Investment Properties, Buyer Representation, Relocation, Single Family Homes, Condos, Listings, New Home Sales, Real Estate Development, Leases, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Contract Negotiation, Marketing, Real Property, Referrals, Townhomes, Luxury, Brokerage, Residential Homes, Buyers

Education
Northwestern University

Nil Sen Nil Sen Evanston, Illinois Details
Nil Sen's Merrill Lynch Experience July 2012 - August 2012
Job Intern at Deloitte Turkey
Industry
Experience
Deloitte Turkey  June 2015 - August 2015
Sente Advisory Services   June 2014 - September 2014
Servisimo   July 2014 - August 2014
Merrill Lynch   July 2012 - August 2012
Deutsche Bank  July 2011 - August 2011

Skills
Mergers & Acquisitions, Consulting, Corporate Finance, Data Analysis, Management, Research, Strategy, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Social Media, Teamwork

Education
Northwestern University   2013 — 2017

Uskudar American Academy   2008 — 2013

Matt Gailey Matt Gailey Greater Milwaukee Area Details
Matt Gailey's Merrill Lynch Experience June 2010 - August 2010
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co.   July 2014 - Present
Northern Trust  December 2012 - July 2014
Northern Trust  September 2011 - December 2012
Merrill Lynch   June 2010 - August 2010

Skills
Microsoft Excel, Quantitative Finance, Financial Analysis, Corporate Finance, Financial Accounting, Data Analysis, Strategic Financial..., Bloomberg, Investments, Finance

Education
Northwestern University   2007 — 2011
BA

Oliver Kupe Oliver Kupe Greater Chicago Area Details
Oliver Kupe's Merrill Lynch Experience August 2012 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   August 2012 - Present

Skills
PowerPoint, Microsoft Excel, Public Speaking, Spanish, Social Media, Time Management, Microsoft Word, Microsoft Office, German, Chinese, Strategic Financial..., Team Leadership, French, Financial Analysis, Financial Modeling, Investment Advisory

Education
Northwestern University   2008 — 2012
Bachelor of Arts (B.A.), Economics

Clarkston High School   2004 — 2008

Asuquo Mfon Asuquo Mfon Evanston, Illinois Details
Asuquo Mfon's Merrill Lynch Experience June 2005 - August 2005
Job MBA + MSc candidate Kellogg School of Management and McCormick School of Engineering
Industry Management Consulting
Experience
McKinsey & Company  June 2015 - August 2015
Ciuci Consulting   April 2014 - June 2014
Goldman Sachs  January 2013 - April 2014
Goldman Sachs  March 2009 - December 2012
Goldman Sachs  June 2008 - August 2008
Merrill Lynch   June 2005 - August 2005

Skills
Teamwork, Critical Thinking, Multi Tasking, Learning Quickly, Analytical Skills, Leadership, Process Improvement, Strategic Planning, Risk Management

Education
Northwestern University - Kellogg School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

Northwestern University   2014 — 2016
Master of Science (M.Sc.), Design Innovation

The University of Texas at Austin   2006 — 2008
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management

University of Houston   2005 — 2006
Marketing

Elyse Hudson Elyse Hudson Chicago, Illinois Details
Elyse Hudson's Merrill Lynch Experience January 2014 - February 2015
Job Studio Manager at Chicago Center for Body Movement
Industry Health, Wellness and Fitness
Experience
Chicago Center for Body Movement   July 2015 - Present
SharpSpring  April 2015 - July 2015
Merrill Lynch   January 2014 - February 2015
Chicago Northshore Kinetics   June 2008 - January 2014
Lifecrowd  March 2013 - July 2013
Burns Entertainment & Sports Marketing  September 2010 - January 2011
Northwestern University  June 2009 - November 2010
Indianapolis Tennis Championships  July 2004 - July 2009
Margie Korshak, Inc  March 2008 - May 2008
Cary Physical Therapy and Sports Rehabilitation   January 2006 - March 2008

Skills
Sports, Microsoft Office, Client Relations Skills, Social Media, PowerPoint, CRM, Event Management, Research, Sports Marketing, Public Relations, Blogging, Marketing, Entrepreneurship, Leadership, Marketing Strategy, Business Development

Education
Northwestern University   2007 — 2010
BSGS, Organization Behavior and Business, Overall GPA 3.7/4.0

STEVEN J. PARAMSKI STEVEN J. PARAMSKI Greater Chicago Area Details
STEVEN J. PARAMSKI's Merrill Lynch Experience December 2007 - June 2008
Job Senior Account Executive Corporate Real Estate Advisory
Industry Commercial Real Estate
Experience
Mohr Partners  December 2008 - Present
Capital 22   September 2008 - December 2008
Merrill Lynch   December 2007 - June 2008

Skills
NPV Anaylsis, ENR Anaylsis, Cash Flow Forecasting, Business Development, Financial Analysis, Market Analysis, Lease Negotiations, Strategic Planning, Real Estate, Investments, Financial Modeling, Portfolio Management, Budgets, Real Estate Development, Leases, Disposition, Brokerage, Negotiation, Strategy, Commercial Real Estate, Location Intelligence, Management, Market Research, Real Estate Economics, Acquisitions, Corporate Real Estate, Real Estate Transactions, Finance, Valuation, Analysis, Property

Education
Northwestern University   2003 — 2007
Bachelor of Science, Communication Studies, Economics

Libertyville High School   1999 — 2003

Rosa Li Rosa Li San Francisco Bay Area Details
Rosa Li's Merrill Lynch Experience June 2006 - August 2006
Job Founder at Rosali Tea
Industry Internet
Experience
Pomelo Fashion   August 2013 - July 2014
Citrus Lane  June 2013 - August 2013
True&Co  January 2013 - June 2013
Warburg Pincus  August 2010 - July 2012
Morgan Stanley  July 2008 - July 2010
U.S. Department of State   August 2007 - July 2008
Merrill Lynch   June 2006 - August 2006
Goldman Sachs  June 2005 - August 2005

Skills
Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Investments, Due Diligence, Emerging Markets, Private Equity, Financial Analysis, Business Analytics, Customer Acquisition, Marketing, Entrepreneurship, Start-ups, E-commerce, Strategy, Digital Marketing, Digital Strategy, Merchandising, Product Management

Education
Stanford Graduate School of Business
Master of Business Administration (MBA)

The London School of Economics and Political Science (LSE)

Northwestern University
B.A., Mathematical Methods in the Social Sciences (MMSS), Economics, German

Hannah Schriesheim Hannah Schriesheim Greater New York City Area Details
Hannah Schriesheim's Merrill Lynch Experience January 2011 - March 2011
Job Research @ Twitter
Industry Marketing and Advertising
Experience
Twitter  February 2013 - Present
Bluefin Labs  December 2012 - February 2013
Phonevalley  August 2011 - November 2012
Merrill Lynch   January 2011 - March 2011
Ennis Inc  June 2010 - September 2010
Zinbarg Lab for Anxiety Disorders   March 2009 - December 2009

Skills
Mobile Marketing, Social Media Marketing, Social Media, Analytics, Account Management, Microsoft Excel, PowerPoint, Research, Data Analysis, Keynote, Mobile Strategic..., Microsoft Project, Tactical Planning, Copy Editing, Mobile Applications, Microsoft Office, Digital Marketing, Digital Media, Market Research, Marketing, Digital Strategy, Strategy

Education
Northwestern University   2007 — 2011
B.A., Magna Cum Laude, Psychology, Business Institutions

Buckingham Browne & Nichols   2003 — 2007

Alison Bishop Alison Bishop Greater Chicago Area Details
Alison Bishop's Merrill Lynch Experience September 2012 - December 2012
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Wildcat Welcome  November 2012 - Present
Beta Chapter of Alpha Phi   March 2012 - Present
Northwestern University  September 2010 - Present
Goldman Sachs  2013 - 2013
Merrill Lynch   September 2012 - December 2012
Cafe Calamari   May 2011 - September 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Economics, Training, Data Analysis

Education
Northwestern University   2010 — 2014
Bachelor's degree, Economics

LONDON SCHOOL OF ECONOMICS   2012 — 2012

Thomas S. Wootton HS   2006 — 2010

Adam Lurie Adam Lurie Greater Los Angeles Area Details
Adam Lurie's Merrill Lynch Experience June 2001 - August 2001
Job Vice President at Coretrust Capital Partners LLC
Industry Commercial Real Estate
Experience
Coretrust Capital Partners LLC   April 2014 - Present
Bank of America  May 2012 - April 2014
Green Dot Public Schools  August 2009 - May 2012
Broad Residency   2011 - 2012
Teach for America  August 2005 - June 2007
Northern Trust  2003 - 2005
Goldman Sachs  June 2002 - August 2002
Merrill Lynch   June 2001 - August 2001

Skills
Financial Modeling, Data Analysis, Strategic Planning, Strategy, Public Speaking, Research, Fundraising, Business Strategy, Competitive Analysis, Market Research, Project Management, Social Media, Leadership, Social Networking, Program Management, Management, Entrepreneurship

Education
University of California, Los Angeles - The Anderson School of Management   2007 — 2009
MBA, Finance and Real Estate

Beverly Hills High School

Beverly Hills High School

Northwestern University
Bachelor of Arts (B.A.)

Grace Adamson Grace Adamson Washington, District Of Columbia Details
Grace Adamson's Merrill Lynch Experience 2009 - 2009
Job Analyst at Equate Analytics (A division of Hunch)
Industry Internet
Experience
Equate Analytics   May 2015 - Present
PwC  November 2010 - April 2015
Diamond Management & Technology Consultants  2010 - 2010
Kellogg School of Management  2006 - 2010
Merrill Lynch   2009 - 2009

Skills
Management Consulting, Strategy, Business Strategy, Financial Modeling, Research, Change Management, Data Analysis, Organizational Design, Project Management, Business Process..., Program Management, Consulting, Analytics, PowerPoint

Education
Northwestern University   2006 — 2010
Bachelor of Science (B.S.), Economics; Learning and Organizational Change

Northwestern University

Catherine (Shu) Zhang Catherine (Shu) Zhang New York, New York Details
Catherine (Shu) Zhang's Merrill Lynch Experience June 2011 - Present
Job Vice President, Bank of America Merrill Lynch | Municipal Capital Market Trading
Industry Capital Markets
Experience
Merrill Lynch   June 2011 - Present
Merrill Lynch   July 2008 - June 2011
HARMAN/BECKER AUTOMOTIVE SYSTEMS  June 2003 - April 2006

Skills
Financial Modeling, Investment Banking, Equities, Valuation, Corporate Finance, Investments, Private Equity, Securities, Trading, Bonds, Credit, Analysis, Asset Allocation, Financial Risk, Capital Markets, Loans, Fixed Income, Bloomberg, Equity Research, Portfolio Management, Structured Finance, Hedge Funds, Mutual Funds, Municipal Bonds, Derivatives, Interest Rate..., Credit Analysis, ABS, Structured Products, High Yield, Hedging, Risk Management

Education
New York University - Leonard N. Stern School of Business   2006 — 2008
Full-Time MBA, Finance

University of Florida   2001 — 2003
Master, Operations Research

Northwest University   1994 — 2000
Master and Bachelor, Physics

David Fischer David Fischer Greater Detroit Area Details
David Fischer's Merrill Lynch Experience May 2004 - December 2007
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  April 2011 - Present
SunAmerica Retirement Markets  2010 - 2011
Genworth Financial  2007 - 2010
Merrill Lynch   May 2004 - December 2007

Skills
Financial Advisory, Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Fixed Income, Series 7, Separately Managed..., Strategic Financial..., Investment Strategies, Equities, Series 65, Series 63, Series 6, Retirement, Portfolio Management, FINRA, ETFs, Investment Management, Public Speaking, Territory Management, Sales Growth, Presenter, Portfolio Optimization, Communication Skills, Business Development, Consultative Sales..., Financial Markets, Sales Presentations

Education
University of Michigan   2002 — 2004
Bachelor of Arts (BA), Economics

Northwestern University   1987 — 1989
Music/Economics

Lahser High School

David Luckes David Luckes Greater St. Louis Area Details
David Luckes's Merrill Lynch Experience May 2011 - Present
Job Wealth Management The Wilkins Group
Industry Financial Services
Experience
Merrill Lynch   May 2011 - Present
Greater Saint Louis Community Foundation   November 2001 - May 2011

Education
Northwestern University - Kellogg School of Management   1990 — 2005
MBA, Management Strategy

Northwestern University   1978 — 1982
BA, Philosophy

Miles Mamon Miles Mamon El Paso, Texas Area Details
Miles Mamon's Merrill Lynch Experience June 2009 - August 2009
Job First Lieutenant at US Army
Industry Military
Experience
US Army  November 2012 - Present
Blue Canyon Partners  July 2012 - November 2012
RBS Asset Finance  June 2011 - August 2011
Merrill Lynch   June 2009 - August 2009

Skills
Leadership, Strategic Planning, Government, Management, Program Management

Education
Northwestern University   2008 — 2012
Bachelor of Arts (B.A.), Classics and Economics

Matthew Seppanen Matthew Seppanen Salt Lake City, Utah Details
Matthew Seppanen's Merrill Lynch Experience 2012 - 2014
Job Financial Advisor | Private Client Group
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - Present
Merrill Lynch   2012 - 2014
ICON Health Solutions   2011 - 2012
Sales and Consulting   2009 - 2012
Professional Golf  1998 - 2009

Skills
Business Development, Product Launch, Business and Strategic..., Developing Relationships, Marketing Strategies, Key Account Development, Customer Needs..., Distributor Management, Customer Service, Financial Reporting, Market Analysis, Team Leadership, Employee Development

Education
Northwestern University   1994 — 1998
Bachelor of Applied Science (BASc), Learning and Organizational Change

Jolie Shen Jolie Shen Mercer Island, Washington Details
Jolie Shen's Merrill Lynch Experience March 2014 - June 2014
Job Summer Analyst at Goldman Sachs
Industry Investment Management
Experience
Mathnasium - The Math Learning Center  February 2015 - Present
Goldman Sachs  June 2015 - August 2015
Automatic Data Processing Insurance Agency, Inc.   June 2014 - August 2014
Merrill Lynch   March 2014 - June 2014
ShankerValleau   February 2013 - June 2014

Skills
PowerPoint, Microsoft Excel, Social Networking, Piano Playing, Research, Microsoft Office, HTML, Economics, Accounting, Event Planning, Python, C++, Social Media, Editing, Customer Service, Microsoft Word, Stata, Public Speaking, Data Analysis, Teamwork, Leadership, Management, Analysis

Education
Northwestern University   2012 — 2016
Bachelor's Degree, Economics

Mercer Island High School   2008 — 2012

Chase Klaus Chase Klaus Greater Chicago Area Details
Chase Klaus's Merrill Lynch Experience January 2011 - March 2011
Job 7th/8th Grade Algebra Teacher at Robert Fulton Middle School
Industry Financial Services
Experience
Robert Fulton Middle School   August 2012 - Present
Spot Trading LLC  June 2011 - August 2011
Merrill Lynch   January 2011 - March 2011
GB Capital LLC   June 2010 - August 2010

Skills
Microsoft Office

Education
Northwestern University   2008 — 2012
Economics

Jennifer Sinopoli Jennifer Sinopoli Glen Ellyn, Illinois Details
Jennifer Sinopoli's Merrill Lynch Experience January 2013 - June 2013
Job Finance Development Program at Apple
Industry
Experience
Apple  September 2014 - Present
Northwestern University  2010 - March 2014
Apple  June 2013 - September 2013
Merrill Lynch   January 2013 - June 2013
Dairy Queen  2008 - September 2012
Super CDA Cheer and Dance Academy   2011 - 2012

Education
Northwestern University   2010 — 2014

London School of Economics and Political Science   2012 — 2012
Summer Programme, Accounting and Finance

Glenbard West High School   2006 — 2010
High School Diploma

Nathan Lipkin Nathan Lipkin San Francisco, California Details
Nathan Lipkin's Merrill Lynch Experience September 2010 - November 2010
Job Private Equity Associate at GI Partners
Industry Venture Capital & Private Equity
Experience
GI Partners  July 2014 - Present
Jefferies LLC  July 2012 - June 2014
Jefferies & Company  June 2011 - August 2011
Merrill Lynch   September 2010 - November 2010
Madison Parker Capital  June 2010 - August 2010
Mzinga  June 2009 - September 2009

Skills
Bloomberg, Financial Modeling, Mergers, Investment Banking, Valuation, Capital IQ, Capital Markets, Microsoft Excel, PowerPoint, Due Diligence, Mergers & Acquisitions, Equities

Education
Northwestern University   2008 — 2012
BS, Economics, Journalism

Harry Li Harry Li Greater New York City Area Details
Harry Li's Merrill Lynch Experience September 2009 - November 2009
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  July 2011 - Present
Campus Solutions Storage & Shipping, Inc.   January 2008 - December 2011
UBS Global Asset Management  June 2010 - May 2011
Merrill Lynch   September 2009 - November 2009
Blue Canyon Partners  June 2009 - August 2009

Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Economics, Bloomberg, Mandarin, Series 79

Education
Northwestern University   2007 — 2011
Bachelors of Arts, Economics, Math

Michelle Loret de Mola Michelle Loret de Mola San Francisco, California Details
Michelle Loret de Mola's Merrill Lynch Experience July 2011 - August 2011
Job Business Associate, New Graduate Development Program
Industry Financial Services
Experience
Hillstone Restaurant Group  August 2015 - Present
Visa  August 2013 - August 2015
Spoon University  January 2012 - January 2013
Discover Financial Services  June 2012 - September 2012
Merrill Lynch   July 2011 - August 2011
The Family Institute  October 2009 - July 2011
North by Northwestern  January 2010 - January 2011
Cacao Restaurant 2008   October 2008 - March 2009

Skills
Spanish, Business Strategy, Marketing Communications, Writing, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Marketing, Research, Microsoft Word, Data Analysis, Marketing Strategy, Public Speaking, Social Media Marketing

Education
Northwestern University   2009 — 2013
BA Communication Studies, BA Psychology, Certificate Integrated Marketing Communications, Communications, Psychology, Marketing, 3.7 GPA

San Francisco Cooking School   2015 — 2015
Culinary Arts Certificate, Culinary Arts/Chef Training

Carrollton School of The Sacred Heart   2006 — 2009
International Baccalaureate (IB), 4.0 GPA

Carrie Philips Carrie Philips Greater Chicago Area Details
Carrie Philips's Merrill Lynch Experience December 2005 - November 2008
Job Registered Client Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney  November 2008 - Present
Merrill Lynch   December 2005 - November 2008

Education
Northwestern University   2001 — 2005
BS, Journalism

Jared Tessler Jared Tessler New York, New York Details
Jared Tessler's Merrill Lynch Experience March 2010 - June 2010
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business  July 2015 - Present
J.P. Morgan   July 2014 - May 2015
J.P. Morgan   October 2012 - July 2014
J.P. Morgan   July 2011 - October 2012
J.P. Morgan   June 2010 - August 2010
Merrill Lynch   March 2010 - June 2010

Skills
Excel, PowerPoint, Bloomberg, Series 7, Series 63, Wealth Management, Business Strategy, Retirement

Education
New York University - Leonard N. Stern School of Business   2015 — 2017
Master of Business Administration (MBA)

Northwestern University   2007 — 2011
B.A, History, Psychology

Richard Jambrina, CRPC Richard Jambrina, CRPC Florham Park, New Jersey Details
Richard Jambrina, CRPC's Merrill Lynch Experience June 1993 - June 2010
Job UBS Financial Services Inc, Senior Vice President Investments
Industry Financial Services
Experience
UBS Financial Services Inc  July 2010 - Present
UBS Wealth Management  2010 - Present
Merrill Lynch   June 1993 - June 2010

Skills
Risk Management, Capital Markets, Investment Banking, Financial Modeling, Derivatives, Trading, Corporate Finance, Private Equity, Business Strategy, Financial Analysis, Financial Reporting, Bloomberg, Financial Services, Banking, Valuation

Education
Northland College   1987 — 1991
Bachelor of Science (B.S.), Economic Policy

Chris Deckert Chris Deckert Destin/Fort Walton Beach, Florida Area Details
Chris Deckert's Merrill Lynch Experience May 2012 - July 2012
Job Office Manager
Industry Construction
Experience
Hy-Tech Landscape & Irrigation   January 2015 - Present
Ocean Club Destin   September 2014 - January 2015
Rocky Bayou Country Club   February 2014 - January 2015
Tuscawilla Country Club  January 2013 - September 2013
Merrill Lynch   May 2012 - July 2012
Eastwood Golf Club   November 2009 - May 2010

Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Retail, PowerPoint, Facebook, Time Management, Microsoft Word, Customer Satisfaction

Education
University of Central Florida   2009 — 2012
B.S., Business Management w/ Finance Minor

Goethe Institute - Mannheim, Germany
Certificate of attendance: Proficiency A2.1, Intensive 8 week German language course

Northwest Florida State College   2007 — 2009
Associate degree

Rutul Shah Rutul Shah Greater Chicago Area Details
Rutul Shah's Merrill Lynch Experience July 2003 - June 2006
Job Independent Sponsor Focused on Private Healthcare Investments
Industry Venture Capital & Private Equity
Experience
Virtus Equity   March 2014 - Present
Creative Health Capital, LLC   January 2012 - January 2014
BarrierSafe Solutions International, Inc.   August 2008 - August 2009
Linden LLC (Healthcare Private Equity)   June 2006 - June 2008
Merrill Lynch   July 2003 - June 2006

Skills
Private Equity, Investment Banking, M&A experience, Capital Markets, Buyouts, Healthcare, Investments, Corporate Finance, Due Diligence, Strategy, Valuation, Financial Modeling, Finance, Financial Analysis, Portfolio Management, Management, Equities, Executive Management, Business Strategy, Venture Capital, Analysis

Education
The University of Chicago - Booth School of Business   2009 — 2011
MBA

Northwestern University   1999 — 2003
B.S., Bio-Medical Engineering

Adam Bornstein Adam Bornstein Greater Detroit Area Details
Adam Bornstein's Merrill Lynch Experience October 2010 - Present
Job Senior Vice President, Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2010 - Present
UBS  November 2004 - October 2010
Morgan Stanley Private Wealth Management  February 1994 - November 2004

Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Management, Mutual Funds, Mortgage Lending, Loans, Banking

Education
University of Wisconsin-Madison   1983 — 1987

Northwestern University   1987 — 1988

Aamir Sarwar Aamir Sarwar New York, New York Details
Aamir Sarwar's Merrill Lynch Experience June 2007 - August 2007
Job Operations at Managed by Q
Industry Internet
Experience
Managed by Q  March 2015 - Present
Oliver Wyman  February 2010 - October 2014
Abraaj Capital  July 2008 - September 2008
Merrill Lynch   June 2007 - August 2007

Skills
Financial Modeling, Management Consulting, Market Entry, Strategy, Emerging Markets, Business Strategy, Business Planning, Valuation, Business Analytics, Strategic Consulting, Finance

Education
Northwestern University   2005 — 2009
Bachelor's Degree, Economics, Political Science

Larry Blair Larry Blair Greater Philadelphia Area Details
Larry Blair's Merrill Lynch Experience October 1997 - February 2005
Job Software Engineer
Industry Information Technology and Services
Experience
Judge Technical Services  January 2013 - Present
HandyMan On Call, LLC   February 2004 - January 2013
Merrill Lynch   October 1997 - February 2005
National Exchange Carrier Association  February 1990 - September 1997

Skills
Microsoft Office, Customer Service, Microsoft Word, Construction, Software Development, Business Process..., Business Process..., Business Analysis, Software Development..., Testing

Education
Northern Virginia Community College
Associate's degree, Computer Science

Daniel Bystrom Daniel Bystrom New York, New York Details
Daniel Bystrom's Merrill Lynch Experience 1999 - 2004
Job Head of Equity Derivatives at CLSA Americas
Industry Capital Markets
Experience
CLSA Americas   April 2015 - Present
The Green Vale School  September 2010 - Present
Hawksfield Capital, LLC   November 2011 - March 2014
MF Global, Inc.   March 2010 - November 2011
AM Investment Partners  2007 - 2009
BNP Paribas  2006 - 2007
Merrill Lynch   1999 - 2004
Susquehanna International Group  1993 - 1999

Skills
Volatility, Equity Derivatives, Options, Proprietary Trading, ETFs, Derivatives, Series 7, Hedge Funds, Market Making, Risk Management, Asset Management, Structured Products, Series 63, Volatility Arbitrage, Alternative Investments, Derivatives Trading, Credit Derivatives, Options Strategies, Trading Strategies, Portfolio Management, Trading

Education
Northwestern University   1989 — 1993
BA

Margaret Spring Margaret Spring Brooklyn, New York Details
Margaret Spring's Merrill Lynch Experience January 2000 - September 2000
Job Proprietor M.Spring Hardware
Industry Design
Experience
M.Spring Hardware   November 2014 - Present
Consultant  October 2013 - Present
Various institutions and studios   November 2012 - November 2014
Infogroup  November 2012 - June 2013
Acxiom  September 2008 - November 2012
Ivar Jacobson Consulting   February 2007 - September 2008
GetActive (acquired by Convio, then acquired by Blackbaud)   June 2005 - January 2007
Charles Schwab  September 2000 - December 2002
Merrill Lynch   January 2000 - September 2000
Chicago Board of Trade  November 1998 - December 1999

Skills
Product Management, SaaS, Strategy, Operational Strategy, Integration, CRM, Project Management, Product Development, Multi-channel Marketing, User Experience, Management, Priority Setting, Requirements Gathering, User-centered Design, Business Process..., Digital Marketing, Cross-functional Team..., Program Management, Software Development, Business Process, Heuristic Evaluation, Requirements Analysis, Functional..., Process Integration, Operations Management, Customer Segmentation..., Interaction Design, Use Case Analysis, Human Computer..., Strategic Planning, Requirements, Business Case..., Information Policy, Agile Methodologies, Scrum, Metal Fabrication, Usability, Customer Research, Sales Support Tools

Education
University of California, Berkeley   2003 — 2005
Masters of Information Management & Systems, IT Strategy, Interaction Design, Human Computer Interaction, Information Policy & Economics

Northwestern University   1994 — 1998
BA, Political Science & International Studies

School for International Training   1997 — 1997
Culture, Social and Economic Development - Northeastern Brazil

Oregon Episcopal School   1989 — 1994

Paul Choo Paul Choo Greater New York City Area Details
Paul Choo's Merrill Lynch Experience July 2012 - August 2012
Job Business & Technology Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture  October 2014 - Present
Pearl Meyer & Partners  June 2013 - August 2013
Merrill Lynch   July 2012 - August 2012
Bank of America Merrill Lynch  July 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Matlab, C++, Data Analysis, Research, Social Media, Spanish, Teamwork, Project Management

Education
Northwestern University   2010 — 2014
Bachelor of Science (B.S.), Industrial Engineering

Michael Spiedel Michael Spiedel Boise, Idaho Details
Michael Spiedel's Merrill Lynch Experience November 2005 - April 2009
Job UBS Financial Services
Industry Investment Management
Experience
UBS  May 2014 - Present
UBS  April 2012 - May 2014
UBS  August 2011 - April 2012
UBS  April 2009 - August 2011
Merrill Lynch   November 2005 - April 2009
El Hogar La Casita- Home for street boys   2004 - 2005

Education
Northwest Nazarene University   2008 — 2009
MBA, Master of Business Administration

Pacific Lutheran University   2000 — 2004
B.A., Double Major - Economics and Spanish Literature. Concentration - International Economics, Graduated Magna Cum Laude

Paul Hannaford Paul Hannaford Boston, Massachusetts Details
Paul Hannaford's Merrill Lynch Experience June 2007 - April 2009
Job Principal Attorney at Hannaford Immigration Law
Industry Law Practice
Experience
Hannaford Immigration Law   July 2013 - Present
Foster & Hannaford, LLP   October 2011 - June 2013
Wynn Law Group   July 2011 - May 2012
TYLER FOX - Attorney   February 2011 - June 2011
Michael Shaw   May 2010 - July 2010
Merrill Lynch   June 2007 - April 2009

Skills
Immigration Law, U.S. Immigration, Commercial Litigation, Westlaw, Naturalization, Adjustment Of Status, Legal Research, Visas, Courts, Contract Law, Legal Issues, Corporate Law, International Law, Legal Assistance, Legal Writing, Administrative Law, Appeals, Family Law, Litigation

Education
Northumbria University   2001 — 2006
LLB (hons), Law

NY State Bar
NY Bar

Douglas Kight Douglas Kight New York, New York Details
Douglas Kight's Merrill Lynch Experience May 2007 - July 2008
Job Managing Director at Nomura Holdings America
Industry Financial Services
Experience
Nomura Holdings America   October 2014 - Present
Nomura Services India Private Limited   April 2012 - Present
Nomura International Hong Kong Ltd.   November 2009 - April 2012
BGC Partners  November 2008 - November 2009
Merrill Lynch   May 2007 - July 2008
Merrill Lynch Asia Pacific   February 2002 - April 2007
Merrill Lynch Asia Pacific   July 1999 - January 2002

Skills
Policy, Leadership, Training, Securities, Investment Banking, Capital Markets, Risk Management, Financial Services, Financial Regulation, Equity Derivatives, Executive Management, Management, Emerging Markets, Internal Audit, Financial Markets, Operational Risk

Education
Northwestern University - Kellogg School of Management   2006 — 2007
Master of Business Administration (MBA), Joint degree with Hong Kong University of Science and Technology

Northwestern University   1985 — 1989
Bachelors of Science, Journalism

Jennifer Jennings Jennifer Jennings Greater Detroit Area Details
Jennifer Jennings's Merrill Lynch Experience January 1995 - June 1999
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   2010 - Present
Charles Schwab  June 1999 - January 2002
Merrill Lynch   January 1995 - June 1999

Education
Northwestern University   1989 — 1993
BS

Paul A. Rodríguez Paul A. Rodríguez Greater New York City Area Details
Paul A. Rodríguez's Merrill Lynch Experience March 1999 - October 2000
Job Global Relationship Banker, Chemicals/Diversified Industrials at ANZ
Industry Banking
Experience
Australia and New Zealand Banking Group  January 2014 - Present
BBVA Compass  March 2013 - September 2013
BBVA  January 2012 - January 2013
BBVA  March 2008 - December 2011
BBVA  March 2005 - March 2008
UBS  December 2003 - February 2005
UBS  November 2002 - December 2003
NAES Corporation  February 2002 - June 2002
CLSA  November 2000 - January 2002
Merrill Lynch   March 1999 - October 2000

Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Modeling, Equities, Derivatives, Valuation, Banking, Credit Risk, Emerging Markets, Equity Research, Latin America, Private Client Services, Retirement Planning, Employee Stock Options, Cash Flow Lending, Loan Origination, Leveraged Finance, Structured Finance, Structured Products, Security Analysis, Wholesale Banking, Trade Finance, Private Banking, Treasury Management, Series 7, Series 63, Interest Rate Hedging, FX Hedging, Personal Financial..., Restricted Stock, Asset Based Lending, Letters of Credit, Commercial Banking, Finance, Financial Risk, Financial Structuring, Mergers & Acquisitions, Wealth Management, Loans, Project Finance, Cash Management, Strategic Financial..., Trading, Financial Services, Credit Analysis, Retail Banking, Financial Advisory, Private Clients

Education
The University of Georgia   1989 — 1992
AB

Stanford University   1991 — 1991
Fellowship

Northwestern University   1987 — 1989

Crestwood High School   1982 — 1987

Carrie Philips Carrie Philips Washington, District Of Columbia Details
Carrie Philips's Merrill Lynch Experience December 2005 - November 2008
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2012 - Present
Morgan Stanley Wealth Management  December 2008 - June 2012
Merrill Lynch   December 2005 - November 2008

Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investments, FINRA, Retirement, Equities

Education
Northwestern University   2001 — 2005
Bachelor of Science (BS), Journalism

Bo Nam Bo Nam Menlo Park, California Details
Bo Nam's Merrill Lynch Experience July 2002 - August 2002
Job VC Investor in Tech / Internet
Industry Venture Capital & Private Equity
Experience
Columbus Nova  April 2014 - Present
J.P. Morgan   October 2011 - March 2014
Nomura Securities  May 2011 - October 2011
Oppenheimer & Co.   July 2010 - May 2011
Kaufman Bros.  June 2007 - June 2010
Lehman Brothers  June 2006 - August 2006
Morgan Stanley  July 2005 - August 2005
Merrill Lynch   July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong   July 2001 - August 2001

Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital

Education
Northwestern University
BA, Economics

Phillips Exeter Academy
High School

Seoul International School

HKIS

Luis Felipe Ruiz Luis Felipe Ruiz Greater Atlanta Area Details
Luis Felipe Ruiz's Merrill Lynch Experience 2000 - 2008
Job Founder, International Wealth Planners, LLC
Industry Financial Services
Experience
International Wealth Planners, LLC   August 2010 - Present
Scotiabank  August 2008 - September 2013
Merrill Lynch   2000 - 2008
Lagutrop (K.) Ltd.   1998 - 2000

Skills
Investments, Wealth Management..., Wealth Management, Private Banking, Wealth, High Net Worth..., Banking, Loan Origination, Coaching, Prime Brokerage, Treasury Services, Analysis, Financial Structuring, Portfolio Management, Estate Planning, Trust Services, Fixed Income, Financial Services, Investment Advisory, Financial Advisory, Strategic Financial..., Mutual Funds, Relationship Management, Securities, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Investment Management, Financial Markets, Structured Products, Private Equity, Retirement Planning, Bonds, Investment Banking, Structured Finance, Tax, Emerging Markets, Financial Planning

Education
Northumbria University   1996 — 1997
Diploma in Legal Practice

University of Bristol   1993 — 1996
Bachelor of Law

Sedbergh School   1988 — 1993

Mayank Bhatter Mayank Bhatter Los Angeles, California Details
Mayank Bhatter's Merrill Lynch Experience September 2008 - December 2008
Job Writer for Diversity Showcase 2015 at CBS Corporation
Industry Entertainment
Experience
CBS Corporation  September 2014 - Present
Mm...Buttered Panini Productions   January 2013 - Present
Nancy Nayor Casting  June 2012 - Present
CESD  July 2013 - Present
Target Corporation  September 2010 - November 2011
Management 360  April 2010 - September 2010
Kapital Entertainment  August 2009 - May 2010
Merrill Lynch   September 2008 - December 2008
Target  June 2008 - September 2008
CBS Television Studios  2007 - 2007

Skills
PowerPoint, Word, Excel, Microsoft Office, Outlook, Sourcing, Economics, Mac, Scheduling, Microsoft Excel, Microsoft Word, Event Management, Sales, Process Scheduler, Social Media, Market Research, Business Development, Forecasting, Event Planning, Inventory Management, Public Speaking

Education
Northwestern University   2005 — 2009
BA, BS, Theater, Economics, Business

The Buckley School   1999 — 2005

Welby Way

Molly Hennessy Molly Hennessy Greater Chicago Area Details
Molly Hennessy's Merrill Lynch Experience January 2011 - May 2011
Job Senior Consultant at IBM
Industry Mechanical or Industrial Engineering
Experience
IBM  August 2014 - Present
IBM  October 2012 - July 2014
Beghou Consulting  June 2011 - August 2011
Merrill Lynch   January 2011 - May 2011
IBM  June 2010 - August 2010
Allianz  June 2009 - August 2009

Skills
Engineering, Project Management, Process Improvement, New Business Development, Manufacturing, Change Management, Management Consulting, Problem Solving, Analysis, Analytics, Business Transformation, Process Engineering, process, Logistics, Supply Chain, Business Process..., Team Leadership, Leadership, Networking

Education
The Hong Kong University of Science and Technology   2010 — 2010
Engineering

Northwestern University
Engineering

David Rader David Rader Greater New York City Area Details
David Rader's Merrill Lynch Experience 1998 - 1999
Job
Industry Computer Software
Experience
Alliance Global Services  August 2008 - Present
Alliance Consulting  August 2006 - 2009
Fusion Technologies  April 1999 - July 2006
Merrill Lynch   1998 - 1999
ZS Associates  1996 - 1998

Skills
Cloud Computing, Architecture, SaaS, Open Source, Agile, Scalability, Scrum, Agile Methodologies, SOA, Software Development, Enterprise Architecture, IT Strategy, Enterprise Software, Business Intelligence, Linux, Mobile Devices, PostgreSQL, Security, Java, Mobile Applications, Solution Architecture, Oracle, Agile Project Management, Databases, Unix, SDLC, Apache, Microsoft SQL Server, .NET, Web Applications, Web Services, Big Data, JavaScript, Software Engineering, Software Project..., XML, Amazon Web Services..., Java Enterprise Edition, HTML 5, Hadoop, Integration, Database Design, REST, Spring, Perl, Software Design, Architectures

Education
Northwestern University   1992 — 1996
Bachelor of Arts, Integrated Science Program & Economics

Moorestown High School

Michael Oresick Michael Oresick Scranton, Pennsylvania Area Details
Michael Oresick's Merrill Lynch Experience 2000 - 2001
Job Regional Director at SEI
Industry Financial Services
Experience
SEI  August 2015 - Present
Integral Investment Group   March 2014 - August 2015
Nationwide Financial  September 2013 - January 2014
HighMark Capital Management  2007 - September 2013
SEI  2004 - 2007
ING  2001 - 2003
Merrill Lynch   2000 - 2001

Skills
Personal Financial..., Retirement Planning, Wealth Management, Personal Tax Planning, Estate Planning, Mutual Funds, Alternative Investments, Stocks, Fixed Annuities, Variable Annuities, Bonds, Municipal Bonds, Life Insurance, Disability Insurance

Education
Northwestern University

University of North Florida

The Peddie School

Megan Young, CFA Megan Young, CFA Chicago, Illinois Details
Megan Young, CFA's Merrill Lynch Experience June 2008 - August 2008
Job Investment Management Division at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  June 2014 - Present
Bank of America Merrill Lynch  July 2009 - July 2013
Merrill Lynch   June 2008 - August 2008

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2015
Master of Business Administration (MBA), Emphasis in Finance

Northwestern University   2005 — 2009
BS, Industrial Engineering, Economics

Detroit Country Day School

Daniel T. McFadden Daniel T. McFadden San Francisco Bay Area Details
Daniel T. McFadden's Merrill Lynch Experience 2008 - 2008
Job MBA Candidate at the Haas School of Business
Industry Consumer Goods
Experience
Target  July 2014 - July 2015
Target  September 2012 - June 2014
Target  August 2010 - September 2012
Belvedere Trading  June 2009 - September 2009
Federal Reserve Bank of Chicago  June 2008 - August 2008
campusCATALYST  October 2007 - April 2008
Merrill Lynch   2008 - 2008

Skills
Data Analysis, Economics, Research, Market Research, Statistics, Forecasting, Microsoft Excel, PowerPoint, Microsoft Office, Nonprofits, SPSS, Analysis, Business Analysis, Strategy, Marketing

Education
University of California, Berkeley, Haas School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Northwestern University   2006 — 2010
Bachelor of Arts (B.A.), Economics

Keri Kersten Keri Kersten Greater Chicago Area Details
Keri Kersten's Merrill Lynch Experience 2000 - 2002
Job Experienced, Results focused Learning & OD Professional
Industry Chemicals
Experience
Stepan Company  April 2010 - Present
Stepan Company  May 2006 - April 2010
Hewitt Associates  2004 - 2006
Merrill Lynch   2000 - 2002
SUPERVALU  1996 - 2000

Skills
Organizational..., Training, Leadership Development, Workshop Facilitation, Leadership, Training Delivery, Coaching, Cross-functional Team..., Onboarding, Employee Engagement, Talent Management, Succession Planning, Instructor-led Training, Performance Management, Workforce Planning, Career Development, Culture Change, Appreciative Inquiry, ADDIE, Performance Improvement, Strategic Planning

Education
Truman State University   1990 — 1994
Bachelor of Arts, Economics, Mathematics Minor

Granite City Senior High School   1986 — 1990

Northwestern University
Master's Degree, Learning and Organzation Change

Chelsea Stoner Chelsea Stoner San Francisco Bay Area Details
Chelsea Stoner's Merrill Lynch Experience June 2002 - September 2002
Job General partner at Battery Ventures investing in B2B SaaS companies in vertical markets
Industry Venture Capital & Private Equity
Experience
Battery Ventures  July 2006 - Present
Brightree  July 2008 - Present
Avalara  June 2012 - Present
Intacct Corporation  February 2014 - Present
WebPT  June 2014 - Present
Data Innovations LLC  October 2010 - February 2015
Key Principal Partners  2003 - 2006
Classified Ventures  September 2002 - July 2003
Merrill Lynch   June 2002 - September 2002
Accenture  September 1996 - September 2001

Skills
Corporate Development, Venture Capital, Private Equity, Mergers, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Growth Capital, Valuation, Investments, Entrepreneurship, Start-ups, LBO, Equities, Mergers & Acquisitions, IPO, M&A experience, Emerging Markets

Education
The University of Chicago Booth School of Business   2001 — 2003
MBA, Finance, Strategy

Northwestern University   1992 — 1996
BS, Chemical Engineering

Megan Adolph Megan Adolph Greater Chicago Area Details
Megan Adolph's Merrill Lynch Experience June 2008 - August 2008
Job User Experience Strategy & Design
Industry Internet
Experience
DESIGNATION Labs  September 2015 - Present
Sears Holdings Corporation  October 2013 - July 2015
Two Bright Lights Inc.  October 2011 - August 2013
Allstate  August 2009 - October 2011
Merrill Lynch   June 2008 - August 2008
Reily Foods Company  June 2007 - September 2007

Skills
Management Consulting, Strategic Planning, Business Strategy, Process Improvement, Product Management, Business Process..., Wireframes, Organizational Design, Data Analysis, Competitive Analysis, Start-ups, Entrepreneurship, User Experience, User-centered Design, Product Development, Analytics, Customer Journey Mapping, User Research, Market Research

Education
Northwestern University   2005 — 2009
BS, Industrial Engineering, Economics

The School of the Art Institute of Chicago

Paul Choi Paul Choi New York, New York Details
Paul Choi's Merrill Lynch Experience 2007 - 2009
Job Pharmaceuticals / Biotechnology Analyst
Industry Investment Banking
Experience
Barclays Investment Bank  2015 - Present
SunTrust Robinson Humphrey  2013 - 2015
I.C.R.   2012 - 2013
Caris & Co.   2010 - 2011
Merrill Lynch   2007 - 2009
Merrill Lynch   2004 - 2006
Deloitte  2002 - 2004

Skills
Accounting, Asset Management, Bloomberg, Cash Flow Forecasting, CRSP, Datastream, Excel, Equity Research, Factset, Financial Analysis, Financial Modeling, Healthcare Research, IBES, IMS, Investments, Investment Banking, Reuters, SAS, SPSS, Trading, Healthcare, Mergers & Acquisitions, Microsoft Excel, Venture Capital, Equities, Valuation, Financial Statement..., Hedge Funds, IMS DB/DC, Alternative Investments, Private Equity, Capital Markets, Series 7, Investor Relations, Fixed Income, IPO, Corporate Finance, Emerging Markets

Education
University of Chicago
M.A., Economic History

Northwestern University
B.A., Economic History

Overland High School
Diploma, General Studies

Evan Chen Evan Chen New York, New York Details
Evan Chen's Merrill Lynch Experience March 2008 - June 2008
Job Senior Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte  September 2013 - September 2015
Accton  September 2011 - September 2013
Epic  June 2010 - August 2011
Northrop Grumman Corporation  June 2009 - September 2009
Merrill Lynch   March 2008 - June 2008
Texas Instruments  June 2005 - September 2005

Skills
Project Management, Wireless Networking, Critical Thinking, Electrical Engineering, Teamwork, Healthcare Information..., Integration, Business Development, Analysis, Engineering, Testing, Product Management, Cross-functional Team..., Networking, Entrepreneurship, Business Analysis, Management Consulting

Education
Northwestern University   2009 — 2010
Master of Science (M.S.), Electrical and Computer Engineering

Northwestern University   2005 — 2009
Bachelor of Science (B.S.), Electrical Engineering

National Experimental High School

Sam Patel Sam Patel Greater New York City Area Details
Sam Patel's Merrill Lynch Experience September 2002 - May 2003
Job Senior Vice President, Sales and Revenue at Newtopia
Industry Hospital & Health Care
Experience
Newtopia Inc.  March 2015 - Present
Omada Health  May 2013 - November 2014
Express Scripts (acquired Medco in 2012)   June 2007 - August 2012
Medco  June 2006 - May 2007
Medco  September 2004 - May 2006
Medco  June 2003 - August 2004
Merrill Lynch   September 2002 - May 2003
IBM  November 1999 - August 2000
IBM  June 1998 - October 1999
IBM  August 1996 - May 1998

Skills
Pharmacy Benefit..., Managed Care, Medicare Part D, Pharmacy, Cross-functional Team..., Account Management, Sales Management, Healthcare, Territory Management, Sales, Financial Analysis, Business Development, P&L Management, New Business Development, Management, Strategic Planning, Financial Modeling, Leadership, Strategy, Analysis, Product Development, Program Management, Pricing, Enterprise Software, Training, Project Management, Healthcare Industry, Finance, Consulting

Education
The University of Chicago - Booth School of Business   2000 — 2002
Master of Business Administration (MBA), Accounting and Finance

Northwestern University   1990 — 1994
Bachelor of Science, Biomedical Engineering

Mansoor Bajowala Mansoor Bajowala Greater Chicago Area Details
Mansoor Bajowala's Merrill Lynch Experience August 1997 - September 1998
Job Vice President, Professional Services at Omnitracs
Industry Management Consulting
Experience
Vista Equity Partners  February 2015 - Present
Vista Equity Partners  February 2013 - February 2015
PwC Advisory Services  November 2010 - February 2013
Diamond Management & Technology Consultants  January 2004 - November 2010
Accenture  January 2001 - January 2004
Trustmark Insurance  September 1998 - January 2001
Merrill Lynch   August 1997 - September 1998

Skills
Strategy, Strategic Consulting, Management Consulting, Business Architecture, Business Analysis, Business Case, Business Transformation, Operating Models, Business Process..., Business Process..., Business Process Design, Operations Improvement, Program Management, PMO, Resource Management, Change Management, IT Strategy, Organizational Design, Large Scale Deployments, Portfolio Management, Business Strategy, Acquisition Integration, Business Intelligence, CRM, Enterprise Software, Financial Modeling, Financial Services, Information Technology, Leadership, Management, Process Improvement, Professional Services, Project Portfolio..., Risk Management

Education
Northwestern University   1992 — 1997
BA, Economics, Biochemistry

Vista Equity Partners HPLP

Macario Lullo Macario Lullo Greater Chicago Area Details
Macario Lullo's Merrill Lynch Experience November 1987 - February 1996
Job Data Scientist, MSiA, MBA
Industry Research
Experience
Opex Analytics  January 2015 - Present
BetaCube Analytics   October 2014 - Present
SBB Research Group  June 2014 - November 2014
TransUnion  October 2013 - June 2014
Deutsche Bank  September 2010 - August 2013
Infinium Capital Management  April 2009 - September 2010
JP Morgan  June 2008 - March 2009
Bear Stearns  April 2005 - June 2008
Deutsche Bank  February 1996 - February 2005
Merrill Lynch   November 1987 - February 1996

Skills
FX Options, Options, Trading, Market Making, Fixed Income, Bonds, Technical Analysis, New Business Development, Equities, Quantitative Finance, Derivatives, Risk Management, Trading Systems, Electronic Trading, Commodity, Financial Analysis, Financial Markets, Hedge Funds, Capital Markets, Hedging, Sales Management, Bloomberg, R

Education
Northwestern University   2013 — 2014
Master of Analytics - McCormick School of Engineering, Analytics

The University of Chicago - Booth School of Business   1998 — 2001
MBA, Finance, E-Business

Northwestern University   1990 — 1994
B.S., Economics

Erin Hampton Erin Hampton Santa Monica, California Details
Erin Hampton's Merrill Lynch Experience August 2005 - September 2013
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Capital Markets  September 2013 - Present
Merrill Lynch   August 2005 - September 2013
Collegiate Concepts, Inc   September 2002 - August 2005

Skills
Series 66, Series 9/10, Notary Public, Customer Service, Marketing Communications, Microsoft Excel, Microsoft Word, PowerPoint, Outlook

Education
Northwestern College   2002 — 2007
BS, Finance

Ashley Augustine Ashley Augustine San Francisco Bay Area Details
Ashley Augustine's Merrill Lynch Experience September 2013 - December 2013
Job Business Associate at Visa
Industry Financial Services
Experience
Visa  August 2015 - Present
Visa  June 2014 - September 2014
Kellogg School of Management  November 2012 - June 2014
Merrill Lynch   September 2013 - December 2013
McDonald's Corporation  June 2013 - August 2013
FTSE  August 2011 - September 2011

Skills
Data Analysis, Statistics, Microsoft Excel, PowerPoint, Stata, Public Speaking, Spanish, Microsoft Office, Microsoft Word, Event Planning, Creativity Skills, Marketing, ArcGIS

Education
Northwestern University   2011 — 2015
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences, Economics, International Studies

Université Moulay Ismail Meknès   2012 — 2012
Arabic Language and Political Science

Hendrick Hudson High School   2007 — 2011
Advanced Designation Regents Diploma

Juliet (Julie) Denise Juliet (Julie) Denise Greater Atlanta Area Details
Juliet (Julie) Denise's Merrill Lynch Experience 1982 - 1984
Job Franchise Consultant, Self Employment Facilitator, Career Transition Assistance, Investment Specialist
Industry Management Consulting
Experience
FranNet  July 2012 - Present
J.P.Morgan/Private Wealth Management   July 2009 - January 2012
Barclays Capital  September 2008 - November 2008
Lehman Brothers  June 1984 - September 2008
Merrill Lynch   1982 - 1984

Skills
Entrepreneurship, Business Development, Small Business, Franchising, Self-employment, Career Transitioning, Start-ups, Coaching, Recruiting, Consulting, Marketing, Strategic Planning, Budgets, Leadership Development, Sales Management, Marketing Strategy, Training, Mentoring

Education
Northwestern University   1975 — 1979
Bachelors of Science, Communication Studies

Upper St. Clair High School, Pittsburgh, PA

Doug Diedrick Doug Diedrick Evanston, Illinois Details
Doug Diedrick's Merrill Lynch Experience May 2014 - August 2014
Job Business Leadership Program at Synchrony Financial
Industry
Experience
Synchrony Financial  February 2015 - Present
Merrill Lynch   May 2014 - August 2014
Dignitas  January 2014 - April 2014
Destra Capital  May 2013 - July 2013

Skills
Leadership, Strategic Planning, Entrepreneurship, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Finance, Analytics, Social Media, Research, Spanish, Microsoft Office, Competitive Analysis, Corporate Finance, Sports, Sponsorship, Public Speaking, Public Relations, Time Management, PowerPoint, Microsoft Excel, Microsoft Word

Education
Northwestern University   2011 — 2015
Bachelor of Science (BS), Economics with Business Institutions Minor

Montini Catholic High School   2007 — 2011

Mackenzie Schneider Mackenzie Schneider Evanston, Illinois Details
Mackenzie Schneider's Merrill Lynch Experience September 2014 - December 2014
Job Summer Analyst at Credit Suisse
Industry
Experience
Credit Suisse  May 2015 - Present
Merrill Lynch   September 2014 - December 2014
Turtle Bay Group, Inc.   June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budgets, Data Analysis, Teamwork, Social Media

Education
Northwestern University   2012 — 2016
Bachelor of Arts (BA), Economics and Business Institutions Program

Half Hallow Hills High School West   2008 — 2012

Chase Stephens Chase Stephens Evanston, Illinois Details
Chase Stephens's Merrill Lynch Experience June 2012 - September 2012
Job Treasury Analyst at PNC
Industry Financial Services
Experience
PNC  February 2015 - Present
Martin Investment Management, LLC  May 2014 - January 2015
Merrill Lynch   June 2012 - September 2012

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Economics, Teamwork, Data Analysis, Financial Analysis, Financial Modeling, Facebook, Statistics, Market Research, Portfolio Management

Education
Northwestern University   2010 — 2014
Bachelor of Arts (B.A.), Economics, Business Institutions

Edgewood High School   2007 — 2010

Jeff McCulloch Jeff McCulloch Greater San Diego Area Details
Jeff McCulloch's Merrill Lynch Experience April 2000 - August 2008
Job
Industry Financial Services
Experience
Gupta Wealth Management  October 2013 - Present
UBS  September 2008 - September 2013
Merrill Lynch   April 2000 - August 2008
Transamerica  August 1998 - March 2000

Education
Northwestern University   1994 — 1998
BA, Statistics, Economics

Wayne Speed Hill Wayne Speed Hill San Francisco Bay Area Details
Wayne Speed Hill's Merrill Lynch Experience June 2002 - June 2003
Job Managing Director and Wealth Management Advisor, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  2004 - Present
Merrill Lynch   June 2002 - June 2003
Keen.com aka Ingenio   January 2000 - October 2001

Education
Kellogg School of Management - Northwestern University   1995 — 1997
MBA, Marketing and General Management

Northwestern University   1984 — 1988
BA, Political Science

Denver East High School   1980 — 1983

Niki McKinney Niki McKinney Denver, Colorado Details
Niki McKinney's Merrill Lynch Experience June 2005 - August 2005
Job Associate Brand Manager at The WhiteWave Foods Company
Industry Marketing and Advertising
Experience
The WhiteWave Foods Company  August 2015 - Present
General Mills  July 2014 - July 2015
Olin Business School  August 2012 - May 2014
Kimberly-Clark  June 2013 - August 2013
Consumer Electronics Association  January 2013 - April 2013
Accenture  June 2007 - May 2012
Accenture  June 2007 - May 2012
Accenture  June 2007 - May 2012
JLD Consulting   June 2006 - March 2007
Merrill Lynch   June 2005 - August 2005

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Gujarati, Project Management, MS Project, Project Planning, Test Planning, Test Management, System Testing, User Acceptance Testing, Regression Testing, Business Process Design, Business Process Testing, Trade Promotion..., Supply Chain Operations, Procure-to-Pay, Logistics, Warehousing, Training, Document Management, ERP Implementations, ERP, Business Process, Leadership, Process Improvement, Strategy, Management, Cross-functional Team...

Education
Washington University in St. Louis   2012 — 2014
Master of Business Administration (MBA), Marketing

Northwestern University   2003 — 2007
Bachelor of Arts (B.A.), Economics & Political Science, 3.66

Katie McCullough Katie McCullough Auburn Hills, Michigan Details
Katie McCullough's Merrill Lynch Experience March 2012 - June 2012
Job Finance Leadership Development Program at Chrysler Group LLC
Industry Automotive
Experience
Chrylser Group LLC   June 2012 - August 2012
Merrill Lynch   March 2012 - June 2012
Centennial Country Club  June 2007 - September 2011
Wildcat Aquatics   June 2011 - July 2011
Northwestern University  June 2010 - June 2011

Skills
PowerPoint, R, Leadership, Research

Education
Northwestern University   2009 — 2013
Bachelor of Arts, Statistics

Justin Voccola Justin Voccola Boston, Massachusetts Details
Justin Voccola's Merrill Lynch Experience July 2004 - June 2006
Job Serial Entrepreneur
Industry Sports
Experience
Voccola Partners LLC   February 2012 - Present
JV Sports   January 2010 - December 2011
JV Digital Media   January 2007 - July 2011
Merrill Lynch   July 2004 - June 2006

Education
Northwestern University   2001 — 2004
BS, Communication Studies

University of Oxford   1999 — 2000
Philosophy, Politics, and Economics

Phillips Academy   1995 — 1999
High School, General

Jacob Bodner Jacob Bodner Chicago, Illinois Details
Jacob Bodner's Merrill Lynch Experience September 2012 - December 2012
Job Analyst Alternative Investments at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation  June 2013 - Present
Merrill Lynch   September 2012 - December 2012
Robert W. Baird & Co.   June 2012 - September 2012
Phi Delta Theta Fraternity  January 2011 - April 2012
Phi Delta Theta Fraternity  April 2010 - January 2011
JCC Rainbow Day Camp   January 2010 - January 2011

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, PSN, Finance, Recruiting, Corporate Finance

Education
Northwestern University   2009 — 2013
Bachelor of Arts, Mathematics and Economics

Jason Claborn Jason Claborn Oklahoma City, Oklahoma Area Details
Jason Claborn's Merrill Lynch Experience June 1996 - May 2003
Job President of Modern Wealth Management
Industry Financial Services
Experience
LPL Financial  2010 - Present
Modern Wealth Management   2007 - Present
Merrill Lynch   June 1996 - May 2003

Education
Northwestern Oklahoma State University   1990 — 1994

Hans-Michael Schnell Hans-Michael Schnell Toronto, Canada Area Details
Hans-Michael Schnell's Merrill Lynch Experience 2001 - 2003
Job Senior Partner at The Kreo Group Consultants In Financial Planning
Industry Financial Services
Experience
The Kreo Group Consultants In Financial Planning   2008 - Present
Centro Mortgage Inc   2012 - Present
Verico The Mortgage Wellness Group   2011 - 2012
London Life  2004 - 2008
CIBC Wood Gundy  2003 - 2004
Merrill Lynch   2001 - 2003

Skills
Insurance, Critical Illness, Investments, Strategic Financial..., Estate Planning, Life Insurance, Disability Insurance, Employee Benefits, TFSA, Alternative Investments, Mortgage Marketing, Certified Mortgage..., RRSP, Residential Mortgages, RESP, Credit, Underwriting, Mortgage Underwriting, Refinance, Construction Loans, Loans, Mortgage Lending, Banking, Commercial Mortgages, Finance, Small Business, Mutual Funds, Retirement, Financial Planners, Real Estate, Wealth Management, Financial Services, Financial Planning, Investment Advisory, Investment Strategies, Debt Consolidation, Real Estate Financing, Retirement Planning, Funding, Financial Advisory, Term Life Insurance, Wealth, Fixed Annuities, Personal Finance

Education
Northwest Missouri State University   1999 — 2001
Bachelor of Science (B.Sc.), Business Administration and Management, General

Southern Arkansas University   1997 — 1998
Business Administration and Management, General

Southwestern Community College   1995 — 1997
Associate of Arts (A.A.), Business Administration and Management, General

Ken Kaiser Ken Kaiser San Francisco Bay Area Details
Ken Kaiser's Merrill Lynch Experience June 2008 - August 2008
Job
Industry Internet
Experience
Google  July 2014 - Present
Google  July 2012 - July 2014
Bank of America Merrill Lynch  July 2009 - June 2012
Merrill Lynch   June 2008 - August 2008
Merrill Lynch   June 2007 - August 2007
R2 Technology  June 2005 - August 2005

Skills
Bloomberg, VBA, SQL, PHP, Perl, Excel, Access, HTML + CSS, Ruby on Rails, Essbase, Big Data, Dashboarding, Financial Modeling, R, Tableau

Education
Northwestern University   2005 — 2009
BS

Doug Holbrook Doug Holbrook New York, New York Details
Doug Holbrook's Merrill Lynch Experience 1983 - 1986
Job Managing Partner at Holbrook Partners
Industry Investment Banking
Experience
Holbrook Partners   1987 - Present
Merrill Lynch   1983 - 1986
Prudential Financial  1980 - 1983
Tenneco, Inc.   1975 - 1979

Education
Northwestern University
Master of Business Administration (MBA)

University of Houston
Geology/Finance

Lisa R. Calloway Lisa R. Calloway Dallas/Fort Worth Area Details
Lisa R. Calloway's Merrill Lynch Experience July 2008 - September 2010
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2010 - Present
Merrill Lynch   July 2008 - September 2010
Texas Instruments  January 2003 - June 2005
Texas Instruments  September 1996 - December 2002

Skills
Investments, Finance, Valuation, Financial Modeling, Sales, Mergers & Acquisitions, Financial Analysis, Management, Cross-functional Team..., Corporate Finance, Project Management, Customer Service, Private Equity, Strategic Planning, Business Development, Program Management, Risk Management, Business Strategy, Strategy, Venture Capital, Business Planning, Alternative Investments, Mergers, Start-ups, Equities, Management Consulting, Competitive Analysis, Product Management, Portfolio...

Education
University of Pennsylvania - The Wharton School   2005 — 2007
MBA, Finance, Strategic Management

Tennessee State University
BS, Electrical Engineering

Prairie View A&M University

Northwestern University

Robert R. Frump Robert R. Frump Greater New York City Area Details
Robert R. Frump's Merrill Lynch Experience October 2000 - November 2006
Job Author and Corporate Communications
Industry Writing and Editing
Experience
Morgan Stanley Wealth Management  September 2010 - Present
Clark Consulting  February 2009 - September 2010
Race Point Strategic Content, Inc.   June 2008 - September 2010
Fort Worth Star-Telegram  1910 - 2009
Freelance  1910 - 2009
UBS  February 2007 - July 2008
UBS Wealth Management  February 2007 - July 2008
UBS Financial Services, Inc  February 2007 - June 2008
UBS Financial Serivces   2007 - 2008
Merrill Lynch   October 2000 - November 2006

Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing

Education
Northwestern University   1969 — 1970
MSJ, Journalism

University of Illinois at Urbana-Champaign   1965 — 1969
BSJ, Journalism

University of Illinois at Urbana-Champaign   1965 — 1969
BS, Journ

Caitlin Lin Cai Caitlin Lin Cai Greater Chicago Area Details
Caitlin Lin Cai's Merrill Lynch Experience March 2011 - May 2011
Job Private Equity Analyst at Blue Vista Capital Management, LLC
Industry Financial Services
Experience
Blue Vista Capital Management, LLC  March 2013 - Present
Peckish.co   November 2012 - April 2013
Vtopian   May 2012 - November 2012
3 Twelve Capital LLC   June 2012 - August 2012
J.P. Morgan   June 2011 - September 2011
Merrill Lynch   March 2011 - May 2011
Kellogg School of Management  October 2009 - January 2011
Bank of East Asia  August 2010 - August 2010
Great Light Fee Only Advisors   June 2010 - July 2010
Alaris Consulting  June 2009 - July 2009

Skills
Stata, Financial Modeling, Mandarin, Statistics, Valuation, Bloomberg, Matlab, Data Analysis, Investment Banking, Thompson One, Capital IQ, Final Cut Pro, Financial Analysis, Due Diligence, DCF, Equity Research, Microsoft Excel, Business Valuation, Business Strategy, Strategy, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity, Analysis, Corporate Finance

Education
Northwestern University   2008 — 2012
Bachelor's Degree, Economics

Michael V. Corcoran Michael V. Corcoran Greater Los Angeles Area Details
Michael V. Corcoran's Merrill Lynch Experience June 1997 - August 1997
Job Senior Vice President and Business Development, Strategy, and Innovation Lead for Sony Pictures Home Entertainment
Industry Motion Pictures and Film
Experience
Sony Pictures Entertainment  June 2015 - Present
Sony Pictures Entertainment  January 2012 - May 2015
Sony Pictures Entertainment  June 2010 - December 2011
Sony Pictures Entertainment  August 2006 - June 2010
Booz & company  2003 - 2006
Hewitt Associates  1998 - 2002
Merrill Lynch   June 1997 - August 1997
Federal Reserve Bank of Chicago  June 1996 - August 1996

Skills
Business Strategy, Strategy, Project Management, Business Operations, Mergers & Acquisitions, Business Development, Corporate Development, Management Consulting, Business Planning, Digital Media, Market Research, Management

Education
University of Michigan - Stephen M. Ross School of Business   2002 — 2004
Master of Business Administration (MBA)

Northwestern University   1994 — 1998
B.A., Economics

The Pingry School   1990 — 1994

Harrison Shih Harrison Shih San Francisco, California Details
Harrison Shih's Merrill Lynch Experience 2008 - 2009
Job President at Frankly
Industry Internet
Experience
Frankly Inc.  July 2015 - Present
Frankly Inc.  August 2014 - Present
Seeds Inc   2014 - Present
FitStar  2013 - August 2014
GREE, Inc.   2012 - 2013
Google  2010 - 2012
Target  2009 - 2009
Merrill Lynch   2008 - 2009
Chicago Unzipped  2007 - 2009
Hina Group   2007 - 2007

Skills
Google Adwords, Analytics, Stata, Statistics, PowerPoint, Excel, Online Marketing, Word, Marketing Strategy, Business Strategy, Google Analytics, SEM, Economics, Social Media, Product Development, Online Advertising, Digital Marketing, Social Media Marketing, New Business Development, Strategic Partnerships, Marketing, Mobile Devices, Market Research, Competitive Analysis, Start-ups, Web Analytics, Product Marketing, Mobile Marketing, Mobile Applications, Product Management

Education
Northwestern University
B.A.

Northwestern University - Kellogg School of Management
Undergraduate Certificate

Westwood High School

spicewood elementary school.

Gail Hooper Gail Hooper Traverse City, Michigan Details
Gail Hooper's Merrill Lynch Experience 1999 - 2001
Job Office Manager at Innova Exploration, Inc.
Industry Oil & Energy
Experience
Innova Exploration, Inc. / The Caffey Group   November 2009 - Present
HighMount Exploration & Production LLC  2008 - 2009
Aurora Oil & Gas  2005 - 2007
Lacy, Price & Wagner, P.C.   2003 - 2004
Texas Keystone, Inc.   2001 - 2003
Merrill Lynch   1999 - 2001
Antrim Gas, Inc.   1988 - 1998

Skills
Natural Gas, Oil & Gas Industry, Oil/Gas, Gas, Supervisory Skills, Contract Management, Due Diligence, Contract Negotiation, Accounts Payable, Safety Management..., Mergers & Acquisitions, Geology, Lease Negotiations, Environmental Awareness, Project Planning, Budgets, Joint Ventures, Completion

Education
Northwestern Michigan College   1980 — 1982
Aviation Technology

Annie Werner Annie Werner Greater Chicago Area Details
Annie Werner's Merrill Lynch Experience 2004 - Present
Job Financial Advisor at Merrill Lynch Wealth Management The Werner Kupe Group
Industry Financial Services
Experience
Merrill Lynch   2004 - Present

Skills
Investments, Leadership, Portfolio Management, Finance, Management, Financial Analysis, Strategic Planning, Retirement Planning, Due Diligence, Series 7

Education
Northwestern University   2000 — 2004
Bachelor's degree

David Britman David Britman Greater New York City Area Details
David Britman's Merrill Lynch Experience April 2007 - May 2008
Job Vice President, Reengineering & Implementation at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  July 2011 - Present
Navigant Consulting  June 2010 - July 2011
Rothstein Kass  November 2009 - June 2010
Deutsche Bank  March 2009 - November 2009
QBE the Americas  November 2008 - February 2009
Merrill Lynch   April 2007 - May 2008
Ernst & Young  January 2000 - April 2007
IFF  June 1998 - January 2000
AT&T Solutions  1996 - 1998
AT&T Bell Labs  1986 - 1996

Skills
Finance Transformation, Finance Function..., Chart of Accounts, Program Management, Shared Services, Oracle E-Business Suite, IT Strategy, Business Analysis, Business Process..., Financial Analysis, Financial Reporting, Business Process..., Risk Management, Change Management, Business Intelligence, CXO level engagement, Business Transformation, Financial Services, Analysis, Consulting, Enterprise Architecture, Management, Finance, Leadership, Integration, Product Management, ERP, Forecasting, Sarbanes-Oxley Act, Executive Management, Portfolio Management, Capital Markets, Project Management

Education
Northwestern University   1984 — 1985
MS

Northwestern University   1980 — 1984
BS

Afolabi Dokun Afolabi Dokun Chicago, Illinois Details
Afolabi Dokun's Merrill Lynch Experience 2006 - 2009
Job Corporate Development and Finance Professional; Wharton MBA
Industry Utilities
Experience
Exelon  2011 - Present
Merrill Lynch   2006 - 2009
AEP Energy Services   2002 - 2004
AEP Energy Services   1999 - 2002

Education
University of Pennsylvania - The Wharton School   2004 — 2006
MBA

Northwestern University   1995 — 1999
BA

Shie Lundberg Shie Lundberg San Francisco Bay Area Details
Shie Lundberg's Merrill Lynch Experience September 2001 - July 2004
Job Head of Consumer Support, APAC at Google
Industry Internet
Experience
Google  September 2015 - Present
Google  July 2013 - Present
Wize Commerce (formely Nextag)   October 2012 - July 2013
Nexag Japan K.K.   August 2012 - July 2013
Wize Commerce (formerly Nextag)   June 2011 - July 2013
Wize Commerce (formerly Nextag)   February 2012 - October 2012
Nextag  March 2010 - February 2012
VIZ Media  February 2005 - December 2009
Merrill Lynch   September 2001 - July 2004
Booz-Allen & Hamilton  April 1996 - May 1999

Skills
E-commerce, Online Marketing, Product Management, Website Development, Website Localization, Website Management, Team Management, Cross-functional Team..., Business Management, Revenue Management, Strategic Planning, Management Consulting, Marketing Research, Competitive Analysis, Investment Banking, M&A due diligence, IPO, Equity Offerings, New Business Development, Contract Negotiations, Content Licensing, Digital Media, Mobile Applications, Mobile Marketing, Social Media Marketing, SEO, International Business, Japan, Apac, Online Advertising, Webmaster Services, Due Diligence, Licensing, Web Analytics, Contract Negotiation, Affiliate Marketing, SEM, Digital Marketing, Business Development, Management, Strategic Partnerships, Analytics, Mergers & Acquisitions, Market Research

Education
Northwestern University   1999 — 2001
MBA (Kellogg School of Management), Finance, Marketing, Management Strategy

The University of Tokyo   1992 — 1996
BA, Sociology

Heidi Pyrros Heidi Pyrros Greater Chicago Area Details
Heidi Pyrros's Merrill Lynch Experience July 2001 - June 2003
Job
Industry Medical Devices
Experience
Phonak  April 2015 - Present
Phonak  April 2013 - March 2015
Phonak  April 2011 - March 2013
Phonak  April 2010 - March 2011
Phonak  April 2008 - March 2010
Tribune Company  June 2003 - April 2008
Merrill Lynch   July 2001 - June 2003

Skills
Analytics, Product Launch, Analysis, Medical Devices, Sales Operations, Cross-functional Team..., Business Strategy, Marketing Strategy, Strategic Financial..., Product Management, Strategic Planning, Competitive Analysis, Corporate Development

Education
Northwestern University - Kellogg School of Management   2006 — 2009
MBA, Strategy, Marketing

Northwestern University   1997 — 2001
BA, Economics; Hispanic Studies

Stuart Munro Stuart Munro Greater New York City Area Details
Stuart Munro's Merrill Lynch Experience June 1999 - December 2007
Job
Industry Information Technology and Services
Experience
Arista Networks  June 2014 - Present
RBC Capital Markets  2010 - May 2014
National Stock Exchange  December 2007 - May 2010
AT&T / Merrill Lynch   June 1999 - December 2007
Merrill Lynch   June 1999 - December 2007
AT&T Solutions  1999 - 2007
Citigroup  May 1996 - May 1998
Slaughter & May   November 1995 - May 1996
Shell UK  September 1993 - November 1995

Skills
WAN, Data Center, Network Architecture, Low Latency, Network Design, Networking, IP, Network Administration, Troubleshooting, Routing, Disaster Recovery

Education
Northumbria University   1990 — 1993
BEng

James Dickson James Dickson Greater Chicago Area Details
James Dickson's Merrill Lynch Experience August 1999 - December 2002
Job Sales Executive and Team Builder
Industry Financial Services
Experience
CEB  October 2014 - Present
Spring Marketplace  November 2012 - August 2014
Groupon  October 2011 - November 2012
Zacks Investment Research  June 2003 - October 2011
Merrill Lynch   August 1999 - December 2002

Skills
Leadership, Management, Sales Management, Sales, Account Management, Business Development, Relationship Management, E-commerce, Economics, Financial Services, Sales Process, Business Planning, Investments, Finance, Financial Analysis, Strategy, Start-ups, Financial Markets, Due Diligence, Wealth Management, Investment Management, Asset Managment, Mutual Funds, Portfolio Management, Trading, Financial Modeling, Asset Allocation, Equities, Product Development, Equity Research, Analytics, Investment Strategies, Institutional..., Strategic Financial..., Salesforce.com, CRM, New Business Development, Series 7, Solution Selling, Product Marketing, Direct Sales, Marketing, Team Management, Customer Retention

Education
Northwestern University - Kellogg School of Management   2008 — 2011
MBA, Finance, Marketing

Northwestern University   1994 — 1998
Bachelor of Arts, Economics

Richard Cochinos Richard Cochinos New York, New York Details
Richard Cochinos's Merrill Lynch Experience October 2006 - January 2009
Job
Industry Banking
Experience
Bank of America  September 2012 - May 2013
Bank of America  January 2009 - November 2012
Merrill Lynch   October 2006 - January 2009

Skills
Economics, Currency, Valuation, Foreign Exchange, Fixed Income, Strategy, Portfolio Management, Emerging Markets, Options, Capital Markets, FX Options, Derivatives, Macroeconomics, Hedge Funds, Equities, Financial Markets, Structured Products

Education
Northwestern University   2005 — 2006
MA, Economics

University of California, Santa Cruz   1997 — 1999
BA, Mathematics

Stevan Maglic Stevan Maglic Greater New York City Area Details
Stevan Maglic's Merrill Lynch Experience March 2007 - December 2008
Job Senior Vice President at Regions Bank
Industry Capital Markets
Experience
Regions Bank  March 2010 - Present
Merrill Lynch   March 2007 - December 2008
BMO Capital Markets  2005 - 2007
Merrill Lynch   2000 - 2005
ABN AMRO  1998 - 2000

Skills
Credit, Bonds, Capital Markets, Alternative Investments, Financial Modeling, Structured Finance, Asset Management, Corporate Finance, Asset Managment, Interest Rate..., Stress Testing, Risk Analytics, Derivatives, Fixed Income, Portfolio Management, Financial Structuring, Credit Analysis, Securitization, Management, Treasury Management, Valuation, Private Equity, Investment Banking, Commercial Banking, Equities, Financial Analysis, Financial Risk, Enterprise Risk..., Hedging, Hedge Funds, Credit Risk, Bloomberg, Economic Capital, Credit Derivatives, Risk Management, Commercial Lending, Basel II, Investments, Market Risk

Education
Northwestern University
PhD, Physics

University of Colorado Boulder
BS, Physics

Kirk Greer Kirk Greer Dallas/Fort Worth Area Details
Kirk Greer's Merrill Lynch Experience May 1996 - Present
Job Wealth Mgmt Advisor, First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 1996 - Present

Skills
Private Wealth...

Education
Southwestern University   1995 — 1996
BA, Economics, Philosophy

Northwestern University   1992 — 1995
Economics, Philosophy

Frank A Banin Frank A Banin Greater New York City Area Details
Frank A Banin's Merrill Lynch Experience 2003 - 2008
Job Independent Consultant at
Industry Computer Software
Experience
Nobles BI Systems   June 2015 - Present
YODIL  November 2014 - May 2015
Independent Consulting  January 2014 - November 2014
Business & Decision  January 2013 - December 2013
Cover-All Technologies Inc. (Formerly Moore-Stephens Business Solutions)   August 2008 - August 2012
Merrill Lynch   2003 - 2008
RSG Global/Coffey Mining   June 1996 - August 1999

Skills
Business Intelligence, Microsoft SQL Server, Predictive Analytics, Data Mining, Analytics, Data Warehousing, ETL, Data Modeling, R, SAS, Python, MDX, Analysis Services, T-SQL, SSRS, SSIS, Dimensional Modeling, SPSS, .NET, C#, Powershell, VB.NET, SSAS, XML, GIS, Six Sigma, Database Design, Risk Analytics, SDLC, Business Analysis, SQL, Requirements Analysis

Education
Northwestern University   2013 — 2015
Master of Science (MSc), Predictive Analytics

Purdue University
Master's Degree, Civil Engineering

University of Ghana
BSc, Physics, Geology

KARTIK DAVE KARTIK DAVE Greater Memphis Area Details
KARTIK DAVE's Merrill Lynch Experience March 2010 - March 2011
Job
Industry Information Technology and Services
Experience
FedEx Services  April 2011 - Present
Merrill Lynch   March 2010 - March 2011
Business Analysis & Project Management   January 2009 - February 2010
Cloud Sherpas  March 2008 - December 2008
Accenture  April 2005 - February 2008
Waterston's Inc at Chrysler   July 2004 - March 2005

Skills
Business Intelligence, Program Management, Business Analysis, Agile Project Management, Strategy, Data Warehousing, Microsoft Project, Requirements Analysis, Process Improvement, Management Consulting, PeopleSoft, Project Management, Consulting, Business Process..., Analysis, Management

Education
Northwestern University
MS Candidate, Predictive Analytics

Wayne State University   2001 — 2004
BS, Computer Science and Mathematics

I.P.C.L

Charles Verble Charles Verble Greater Denver Area Details
Charles Verble's Merrill Lynch Experience November 2007 - Present
Job AVP Client Services Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2007 - Present
Citigroup Diners Club  March 1999 - November 2007
Siemens Building Technologies  May 1997 - August 1999

Skills
Relationship Management, Portfolio Management, Customer Service, Management, CRM, Leadership, Program Management, Project Management, Process Improvement, Risk Management, Team Leadership, Employee Training, Business Process, Financial Services, Testing, Training, Banking, Credit Cards, Human Resources

Education
Northwestern University   1993 — 2003
Ph.D., Musicology

Dennis Rardin Dennis Rardin Greater Chicago Area Details
Dennis Rardin's Merrill Lynch Experience February 2005 - January 2008
Job Senior Security Engineer at United Airlines
Industry Computer Networking
Experience
United Airlines  June 2015 - Present
Fox Valley Networks, Inc.   2008 - Present
Halock Security Labs  July 2014 - May 2015
Schawk  2009 - June 2014
New Edge   July 2008 - January 2009
7Ticks   2009 - 2009
Newedge Financial  2008 - 2009
IMC  January 2008 - May 2008
Merrill Lynch   February 2005 - January 2008
Presentation Services  February 2003 - January 2005

Skills
Routers, Cisco Technologies, Firewalls, VPN, Data Center, Network Security, WAN, Network Design, BGP, Networking, Troubleshooting, Linux, Telecommunications, System Deployment, High Availability, IPSec, VLAN, Network Architecture, Cisco IOS, Network Administration, Switches, Network Management..., Network Engineering, TCP/IP, Security, Routing, IT Operations, System Administration, LAN-WAN, MPLS, Computer Security, IP, Cisco Routers, Infrastructure, Technical Support, Juniper, Cisco Nexus, ASA, Wireless, Frame Relay, Checkpoint, EIGRP, Computer Hardware, Business Continuity, Information Technology, Wireshark, Managed Services, OSPF, Routing Protocols, Ethernet

Education
Wisconsin Lutheran Seminary   1985 — 1989
Master of Divinity, Theology

Northwestern College   1981 — 1985
B.A., Liberal Arts

Diane Wein Diane Wein Greater Denver Area Details
Diane Wein's Merrill Lynch Experience January 2000 - November 2001
Job Vice President Sales Key Accounts at Morningstar
Industry Financial Services
Experience
Morningstar  May 2014 - Present
Morningstar  December 2003 - April 2012
Morningstar  August 2002 - December 2003
Merrill Lynch   January 2000 - November 2001
Citibank  1996 - 2000

Skills
Separately Managed..., Asset Allocation, Alternative Investments, Mutual Funds, ETFs, Series 7, Portfolio Management, Asset Management, Investments, Relationship Management, Morningstar Direct, CRM, Market Data, Equities, Investment Management, Management

Education
Northwestern University - Kellogg School of Management   1997 — 2000
Bachelor of Science (BS), Economics and Communications Studies

Northwestern University   1988 — 1992
BS, Economics and Communications Studies

David Wardrop, CFA David Wardrop, CFA Greater New York City Area Details
David Wardrop, CFA's Merrill Lynch Experience April 2007 - April 2011
Job Senior Vice President at UBS
Industry Investment Management
Experience
UBS  June 2015 - Present
J.P. Morgan   April 2011 - June 2015
Merrill Lynch   April 2007 - April 2011

Education
Northwestern University
Economics, Journalism

Kyle Okimoto Kyle Okimoto Greater New York City Area Details
Kyle Okimoto's Merrill Lynch Experience 2011 - 2013
Job Senior Vice President, Head of Marketing at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  June 2015 - Present
E*TRADE Financial Corporation  2015 - 2015
E*TRADE Financial  2013 - 2015
Merrill Lynch   2011 - 2013
Merrill Lynch   2010 - 2011
Merrill Lynch   2009 - 2010
Merrill Lynch   2007 - 2009
Merrill Lynch   August 2004 - July 2007
The Cambridge Group  1999 - 2004
Avon  1998 - 1999

Skills
Wealth Management, Business Planning, Financial Modeling, Leading Organizational..., Business Strategy, Value Propositions, Cross-functional Team..., Management Consulting, Market Research, Performance Management

Education
The University of Chicago Booth School of Business   1990 — 1992
MBA, Marketing

University of Leuven   1991 — 1992
MBA, International Business

Northwestern University   1985 — 1989
BA, Economics

Iolani School   1979 — 1985

Adam Chenoweth, CFA Adam Chenoweth, CFA Chicago, Illinois Details
Adam Chenoweth, CFA's Merrill Lynch Experience July 2008 - July 2010
Job Senior Associate at Adams Street Partners
Industry Financial Services
Experience
Adams Street Partners  July 2010 - Present
Merrill Lynch   July 2008 - July 2010
Merrill Lynch   July 2007 - September 2007
Informance International  June 2005 - March 2007

Education
Northwestern University - Kellogg School of Management   2013 — 2016
Master of Business Administration (M.B.A.)

Northwestern University   2003 — 2008
BS, Industrial Engineering and Economics

Gregory Odland Gregory Odland Greater New York City Area Details
Gregory Odland's Merrill Lynch Experience 1986 - 2002
Job Partner/Portfolio Manager at KLS Diversified Asset Management
Industry Investment Management
Experience
KLS Diversified Asset Management   February 2008 - Present
Oishi Capital LLC   2003 - 2008
Merrill Lynch   1986 - 2002

Skills
Fixed Income, Derivatives, Trading, Hedge Funds, Portfolio Management, Options, Bonds, Investment Banking, Structured Finance, Swaps, MBS, Finance, ABS, Loans, Treasury, Technical Analysis, Management, Alternative Investments, Analysis, Equities, Private Equity

Education
Northwestern University - Kellogg School of Management   1989 — 1991
MBA, Finance

Northwestern University   1982 — 1986
BS, Biomedical Engineering

Edina High School   1979 — 1982

Blake

Blake

Blake Hopkins

Blake School

Timothy Cho Timothy Cho Greater Chicago Area Details
Timothy Cho's Merrill Lynch Experience June 2001 - September 2001
Job Patent Attorney
Industry Law Practice
Experience
Cardinal Intellectual Property  August 2008 - Present
Harshaw Research, Inc.   September 2007 - Present
Reed Smith LLP  February 2008 - May 2008
The John Marshall Law School  November 2007 - May 2008
Zimmermann & Partner   June 2006 - August 2006
New York Supreme Court, 10th Judicial District   May 2006 - June 2006
Apple Retail  March 2004 - August 2005
Swatch Group  September 2002 - October 2003
Chicago Cares  September 2001 - June 2002
Merrill Lynch   June 2001 - September 2001

Skills
Patents

Education
The John Marshall Law School   2005 — 2008
J.D. & LL.M., Intellectual Property Law

Northwestern University   1998 — 2002
B.S., Industrial Engineering

Matthew Jicha Matthew Jicha Greater New York City Area Details
Matthew Jicha's Merrill Lynch Experience May 2011 - Present
Job Director Merrill Lynch Commodities
Industry Investment Banking
Experience
Merrill Lynch   May 2011 - Present
JPMorgan  2007 - 2011

Education
Northwestern University   2003 — 2007

Jonathan V. Bever Jonathan V. Bever Greater Seattle Area Details
Jonathan V. Bever's Merrill Lynch Experience August 1997 - November 2002
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   August 2012 - Present
UBS Financial Services Inc.  August 2006 - August 2012
Piper Jaffray  December 2002 - August 2006
Merrill Lynch   August 1997 - November 2002

Education
St. John's College (NM)   1990 — 1995
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies

Northwest Nazarene University   1985 — 1990
Philosophy, Philosophy

Richard Hehman Richard Hehman United States Details
Richard Hehman's Merrill Lynch Experience 1998 - 2000
Job Experienced Financial Executive
Industry Financial Services
Experience
Quantum Risk Technologies   2006 - Present
Lockwood Development  2001 - 2006
JP Morgan  2000 - 2001
Merrill Lynch   1998 - 2000
Donaldson, Lufkin & Jenrette   1990 - 1998

Education
Northwestern University
BS, Industrial Engineering

University of Pennsylvania - The Wharton School
MBA, Accounting and Finance

Catherine Casey Catherine Casey Greater New York City Area Details
Catherine Casey's Merrill Lynch Experience 1988 - 2000
Job SVP Human Resources Retail Banking and Wealth Management North America at HSBC
Industry Education Management
Experience
HSBC  November 2013 - Present
New York University  2006 - October 2013
American Stock Exchange  2001 - 2006
Merrill Lynch   1988 - 2000

Skills
Employee Relations, Employee Benefits, Talent Management, Performance Management, Human Resources, Succession Planning, Recruiting, Personnel Management, HRIS, Onboarding, Deferred Compensation, Leadership, Strategy, Change Management, Workforce Planning, Management, Benefits Administration, CRM, Program Management, Policy, PeopleSoft, Budgets, Conflict Resolution

Education
Northwestern University   1978 — 1982
Bachelor of Science (B.S.), Communication and Media Studies

Benjamin Lu Benjamin Lu Greater Los Angeles Area Details
Benjamin Lu's Merrill Lynch Experience July 2001 - April 2003
Job Portfolio Manager at CommonWealth Opportunity Capital
Industry Investment Management
Experience
CommonWealth Opportunity Capital  November 2011 - Present
Soros Fund Management  April 2005 - November 2011
Asset Alliance Corporation  April 2003 - April 2005
Merrill Lynch   July 2001 - April 2003

Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Options, Trading, Derivatives, Emerging Markets, Fund Of Funds, Investment Management, Trading Systems, Global Macro, Financial Modeling, Equity Research, Asset Management

Education
Northwestern University

Michelle Tsao, DMD Michelle Tsao, DMD Portland, Maine Details
Michelle Tsao, DMD's Merrill Lynch Experience January 2008 - April 2008
Job Assistant Clinical Professor at University of New England College of Dental Medicine
Industry Hospital & Health Care
Experience
University of New England College of Dental Medicine   July 2015 - Present
LAC-USC Medical Center  July 2014 - July 2015
Tufts University  August 2010 - May 2014
Evanston Capital Management   August 2008 - May 2010
Merrill Lynch   January 2008 - April 2008
The Breakthrough Collaborative  June 2003 - August 2003

Skills
Data Analysis, Research, Financial Modeling, Management, Public Speaking, Social Media, Microsoft Office, Valuation, Business Strategy, Due Diligence

Education
Tufts University School of Dental Medicine   2010 — 2014
DMD, Dentistry

Northwestern University   2004 — 2008
B.S., Communication Sciences and Disorders and Business Management

Chinese International School   1991 — 2004

Heather Tahmooressi Heather Tahmooressi Greater Chicago Area Details
Heather Tahmooressi's Merrill Lynch Experience June 2013 - January 2015
Job VP, Financial Adviser and Business Manager for The Oberlander Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch - The Oberlander Group   January 2015 - Present
Merrill Lynch   June 2013 - January 2015
Merrill Lynch   December 2006 - April 2013
Northern Trust  2000 - 2006
Northern Trust  2000 - 2006

Skills
Estate Planning, High Net Worth..., Wealth Management

Education
Northwestern University   1993 — 1997
Bachelor of Science, English Literature

Melanie Duguid Melanie Duguid Greater Chicago Area Details
Melanie Duguid's Merrill Lynch Experience 1979 - 1982
Job Investment Advisor at Coe Financial Group
Industry Investment Management
Experience
Coe Financial Group  2006 - Present
Rose and Company   1982 - 1985
Merrill Lynch   1979 - 1982

Education
Northwestern University   2006 — 2006
School of Continuing Studies, Certified FinancialPlanner® Certification Education Program

University of Southern California
B.A., Cinema

Daniel Farahi Daniel Farahi Reno, Nevada Details
Daniel Farahi's Merrill Lynch Experience June 2009 - September 2009
Job MBA Candidate at Columbia Business School
Industry Hospitality
Experience
Columbia Business School  January 2014 - Present
Atlantis Casino Resort Spa  April 2013 - Present
Price Waterhouse Management Consultants  August 2010 - July 2012
Diamond Management & Technology Consultants  August 2010 - November 2010
Orbitz Worldwide  April 2009 - March 2010
Merrill Lynch   June 2009 - September 2009

Education
Northwestern University   2006 — 2010
BA, Economics, International Studies, Business Institutions

Justine Yun Justine Yun Greater Chicago Area Details
Justine Yun's Merrill Lynch Experience July 1995 - July 2000
Job Owner, Excel Consulting and Management, specializing Urgent Care
Industry Real Estate
Experience
Merrill Lynch   July 1995 - July 2000

Skills
Real Estate, Real Estate Investment, Commercial Lending, Financial Services, Short Sales, Investment Properties, Brokerage, Residential Homes, Leadership, Event Planning, Customer Service, Social Media

Education
Northwestern University   2001 — 2003
Master of Science (MSc), Business/Corporate Communications

Gregory Mech Gregory Mech Orange County, California Area Details
Gregory Mech's Merrill Lynch Experience January 1983 - December 2010
Job Managing Director at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group  September 2013 - Present
eMaxx Partners LLC   January 2012 - September 2013
Merrill Lynch   January 1983 - December 2010

Skills
Wealth Management, Series 7, Alternative Investments, Financial Analysis, Investments, Strategy, Mutual Funds, Team Leadership, Asset Allocation, Retirement Planning, Series 63, Strategic Planning, Investment Advisory, Investment Strategies, 401k, Executive Management, Marketing, Leadership, Strategic Financial..., Retirement, Asset Management, Investment Management, Securities, Management, Financial Advisory, High Net Worth..., Hedge Funds, Financial Services, FINRA, Series 24, Portfolio Management, ETFs, Equities, Wealth, Series 65, Estate Planning, Wealth Management..., Uniform Combined State..., Fixed Income, IRAs, Separately Managed..., Private Banking, Fixed Annuities, Financial Planners, Series 6

Education
Northwestern University
BA

Sheboygan South

Pam Hollinger Pam Hollinger Greater Chicago Area Details
Pam Hollinger's Merrill Lynch Experience February 1985 - August 1988
Job Director Marquette Wealth Management at Marquette Bank
Industry Financial Services
Experience
Marquette Bank  2013 - Present
Invest Financial@Marquette   December 2009 - Present
CCO Invesments   March 2004 - December 2009
Robert W. Baird & Co.   July 2001 - March 2004
Invest  June 1990 - July 2001
Robert Thomas/Raymond James   March 1989 - May 1990
Merrill Lynch   February 1985 - August 1988

Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Series 63, Retirement, Investment Advisory, Estate Planning, Securities, Financial Advisory, Asset Allocation, Portfolio Management, Uniform Combined State..., IRAs, 401k, Insurance

Education
Northwestern University   1974 — 1978
BA, Biology/Sociology

Northwestern University   1974 — 1976
BA, Biology/Sociology

Michael Rabin Michael Rabin Greater New York City Area Details
Michael Rabin's Merrill Lynch Experience October 2013 - Present
Job Merrill Lynch Alternative Investments
Industry Investment Management
Experience
Merrill Lynch   October 2013 - Present

Education
Northwestern University
BA, Economics

Villanova University School of Business
MBA

Villanova University School of Law
JD

Jannah Hamilton Jannah Hamilton Greater Chicago Area Details
Jannah Hamilton's Merrill Lynch Experience 2004 - 2006
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  January 2012 - Present
Nuveen Investments  January 2009 - December 2011
Nuveen Investments  January 2006 - December 2008
Merrill Lynch   2004 - 2006

Education
Northwestern University   2000 — 2004

Shanik Patel Shanik Patel San Francisco, California Details
Shanik Patel's Merrill Lynch Experience November 2007 - April 2008
Job Head of Paid Acquisition Marketing at Grammarly
Industry Internet
Experience
Grammarly  January 2015 - Present
Grammarly  May 2013 - December 2014
Wells Fargo Securities  August 2008 - January 2013
Merrill Lynch   November 2007 - April 2008

Skills
Online Marketing, Paid Search Strategy, Display Advertising, Remarketing, Facebook Marketing, Radio Advertising, Video Advertising, Derivatives, Start-ups, Structured Products, Equities, Investments, Financial Modeling, Hedge Funds, Alternative Investments, Options, Valuation, Fixed Income, Equity Derivatives, Bloomberg, Capital Markets, Digital Marketing, Marketing

Education
Northwestern University   2004 — 2008
Bachelor's degree, Mathematical Statistics and Probability; Economics

Cathy Coluccio Cathy Coluccio Phoenix, Arizona Area Details
Cathy Coluccio's Merrill Lynch Experience March 2015 - Present
Job Relationship Specialist, Advisor Services at Charles Schwab
Industry Financial Services
Experience
Merrill Lynch   March 2015 - Present
Charles Schwab  April 2013 - March 2015
American Express  February 2011 - April 2013
RockWest Technology Group   October 2008 - May 2010
Canyon Telecom Inc   April 2007 - October 2008

Skills
SPIN Selling, Complex Sales, Qualifying Prospects, Sales Process, Business Development, Analytics, Management, Training, Security, Customer Acquisition, B2B, Finance, Lead Generation, Sales Management, Marketing Strategy, Direct Sales, Relationship Management, Salesforce.com, Strategic Partnerships, Sales

Education
Northwestern University
BA, Economics

Northwestern University
BA Economics, Economics

Dansby White Dansby White Greater New York City Area Details
Dansby White's Merrill Lynch Experience 1998 - 2002
Job Managing Director at Societe Generale
Industry Investment Banking
Experience
Societe Generale  2006 - June 2013
Highland Capital Management  2004 - 2006
Jefferson Patriot Group   2003 - 2003
Merrill Lynch   1998 - 2002
BT Alex Brown  1996 - 1998
White & Case  1992 - 1996
Cahill Gordon & Reindel  1985 - 1993
New Jersey Supreme Court  1987 - 1988
GATX Leasing Corporation   1981 - 1985

Education
Rutgers University School of Law - Newark   1984 — 1987
JD, Law

Northwestern University - Kellogg School of Management   1979 — 1981
MBA, Finance/Accounting/International Business

Northwestern University   1975 — 1979
BA, Economics

Kate McGinn Kate McGinn Greater Chicago Area Details
Kate McGinn's Merrill Lynch Experience June 1999 - June 2001
Job Vice President at UPMC
Industry Venture Capital & Private Equity
Experience
UPMC  September 2006 - Present
UPMC International and Commercial Services   September 2006 - Present
Morgan Stanley  June 2003 - May 2006
Merrill Lynch   June 1999 - June 2001

Education
University of Chicago Graduate School of Business   2002 — 2004
MBA, Finance, Accounting

Northwestern University   1995 — 1999
BA, Economics, French

Chris Callies Chris Callies Greater New York City Area Details
Chris Callies's Merrill Lynch Experience 2000 - 2002
Job Chief Investment and Risk Officer
Industry Investment Management
Experience
Global Financial Firms   2006 - Present
Bessemer Trust  2002 - 2005
Advisor to Fidelity Investments   2002 - 2002
Merrill Lynch   2000 - 2002
Credit Suisse First Boston  1996 - 2000
Dean Witter, BBH   1986 - 1996

Skills
Asset Allocation, Portfolio Management, Risk Management, financial risk..., hedge funds, Wealth Management, Quantitative Investing, Quantitative Risk..., Alternative Investments, Equities, Fixed Income, Commodities, Private Equity, Real Estate, Financial Advisory, Strategic Planning, Enterprise Risk..., Market Risk, Stress Testing, Derivatives, Capital Markets, Hedge Funds, Strategy, Investment Banking, Finance, Securities, Trading, Financial Risk, Banking, Investment Management, ETFs, Bloomberg, Hedging, Investments, Commodity

Education
Northwestern University

Ric Watton Ric Watton Greater Atlanta Area Details
Ric Watton's Merrill Lynch Experience 2009 - 2014
Job Private Wealth Advisor The Premier Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch   2009 - 2014
UBS Wealth Management  2006 - 2009
Merrill Lynch   2004 - 2006
Merrill Lynch   1996 - 2003
Bank of America  1990 - 1996

Education
Northwood University   1981 — 1985
BBA, Marketing and Management

Northwestern University
Graduate of ABA-sponsored National Graduate Trust School Program

University of Notre Dame
Graduate of Cannon Trust School Program

Graylin Reif Graylin Reif Greater Chicago Area Details
Graylin Reif's Merrill Lynch Experience January 2008 - September 2008
Job Strategic Optimization Senior Manager at Aon
Industry Insurance
Experience
Aon  March 2014 - Present
Aon  November 2012 - March 2014
Aon  March 2011 - November 2012
Aon Hewitt  June 2010 - March 2011
Aon Hewitt  July 2009 - June 2010
Merrill Lynch   January 2008 - September 2008
Bay Area Council  June 2007 - August 2007

Skills
Process Improvement, Global Sourcing, Change Management, Business Process, Analysis, Project Management, Financial Analysis, Process Optimization, Operational Analysis, Management, Strategy, Shared Service Center, Offshore Outsourcing

Education
Northwestern University   2005 — 2009
BS, Learning and Organizational Change

The University of Edinburgh   2008 — 2008

Kelby Brown Kelby Brown Charlotte, North Carolina Area Details
Kelby Brown's Merrill Lynch Experience September 2001 - December 2003
Job Senior Vice President, Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2007 - Present
Smith Barney  January 2004 - September 2007
Legg Mason  September 2004 - December 2005
Merrill Lynch   September 2001 - December 2003
Yale Securities   1998 - 1999

Education
The Ohio State University   1982 — 1984
Masters, Administration

Northwestern University   1978 — 1982
Bachelor of Arts (BA), Economics

Greg Lewin Greg Lewin Greater New York City Area Details
Greg Lewin's Merrill Lynch Experience January 1982 - January 1984
Job Investment Professional
Industry Investment Management
Experience
HUM NEWS   August 2010 - Present
TLF Capital   March 2010 - April 2011
Sailfish Capital Partners  March 2006 - June 2007
Lewin Capital Partners   January 2003 - March 2006
Charter Oak Partners  July 1996 - December 2002
Neuberger Berman  April 1984 - June 1996
Merrill Lynch   January 1982 - January 1984
IBM  January 1979 - January 1982

Education
Northwestern University   1975 — 1979
B.S, Engineering

New York University
M.B.A, Finance

Henri Pierre-Jacques Henri Pierre-Jacques New York, New York Details
Henri Pierre-Jacques's Merrill Lynch Experience July 2013 - June 2015
Job Associate at ICV Partners, LLC
Industry Financial Services
Experience
ICV Partners, LLC   June 2015 - Present
Management Leadership for Tomorrow  September 2014 - Present
J Marie Enterprise LLC   September 2010 - Present
Merrill Lynch   July 2013 - June 2015
Sponsors for Educational Opportunity  October 2013 - October 2014
Management Leadership for Tomorrow (MLT)   June 2011 - November 2012
Sponsors for Educational Opportunity  March 2012 - August 2012
Merrill Lynch, Sponsors for Educational Opportunity (SEO)   February 2012 - August 2012
Goldman Sachs  June 2011 - August 2011
Northwestern University  August 2010 - September 2010

Skills
Research, Analysis, Economics, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Finance, Competitive Analysis, Investments, Time Management, Microsoft Word, Portfolio Management, Financial Analysis, Investment Banking, Financial Modeling, Public Speaking, Private Equity

Education
Northwestern University   2009 — 2013
BS, Major in Economics, Minor Political Science and Business Institutions

Sciences Po Paris   2011 — 2011
BS, Economics, Political Science

Detroit Country Day High School   2005 — 2009

Holly Murphy-Barstow Holly Murphy-Barstow Greater Omaha Area Details
Holly Murphy-Barstow's Merrill Lynch Experience May 1985 - October 1989
Job Owner, Barstow and Company, LLC
Industry Financial Services
Experience
Barstow and Company, LLC   March 2002 - Present
Wells Fargo  June 1997 - March 2002
Salomon Smith Barney  October 1989 - June 1997
Merrill Lynch   May 1985 - October 1989

Education
Northwest Missouri State University   1979 — 1981
BS, Marketing, Management, and Home Economics

University of Missouri-Columbia   1978 — 1979
BS, Business

Maryville High School   1974 — 1978

Megha Garg Megha Garg Greater New York City Area Details
Megha Garg's Merrill Lynch Experience January 2012 - June 2012
Job Operations Manager at onefinestay
Industry Hospitality
Experience
onefinestay  May 2013 - Present
Desmos Inc  April 2012 - September 2012
Merrill Lynch   January 2012 - June 2012
Sarah's Pastries & Candies   June 2011 - December 2011
Illionis State Representative Daniel Biss   February 2011 - June 2011
Yurbuds LLC   July 2010 - October 2010
Interfaith Partnership/Faith Beyond Walls   May 2008 - October 2009
Axion Biosystems and NanoGrip Technologies   June 2009 - June 2009

Skills
Entrepreneurship, Small Business, Customer Service, Promotions, Economics, Facebook, Twitter, PowerPoint, Brand Awareness, Social Media Marketing, French, Logistics

Education
Northwestern University
BA

John Carifa, Jr. John Carifa, Jr. Greater New York City Area Details
John Carifa, Jr.'s Merrill Lynch Experience March 1997 - June 2003
Job Senior Managing Director at Yorkhill Investments LLC
Industry Financial Services
Experience
Yorkhill Investments LLC   DirectorLehman BrothersJuly 2003 - March 2007
Merrill Lynch   March 1997 - June 2003
Burson-Marsteller  1995 - March 1997

Education
Northwestern University   1994 — 1995
MJ, Master of Science - Journalism

University of Colorado Boulder   1988 — 1992
BA, Political Science

David Deitch David Deitch Charlotte, North Carolina Area Details
David Deitch's Merrill Lynch Experience 1998 - 2011
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  2010 - Present
Merrill Lynch   1998 - 2011

Education
Northwestern University

Nick Rovelli Nick Rovelli New York, New York Details
Nick Rovelli's Merrill Lynch Experience June 2012 - August 2012
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO  January 2015 - Present
PIMCO  August 2013 - December 2014
J.P. Morgan   October 2012 - May 2013
Merrill Lynch   June 2012 - August 2012
Deloitte  August 2007 - July 2011

Education
New York University - Leonard N. Stern School of Business   2011 — 2013
Master of Business Administration (MBA)

Northwestern University   2003 — 2007
BS, Industrial Engineering

Jeff Wilen Jeff Wilen Cleveland, Ohio Details
Jeff Wilen's Merrill Lynch Experience June 2004 - June 2006
Job Director, Strategy & Business Analytics at Cleveland Indians
Industry Sports
Experience
Cleveland Indians  July 2013 - Present
Cleveland Indians  July 2010 - July 2013
Vestar Capital Partners  July 2006 - June 2008
Merrill Lynch   June 2004 - June 2006

Education
Wharton Business School   2008 — 2010
Master of Business Administration (MBA), Management and Marketing

Northwestern University   1999 — 2003
Bachelor of Science (BS), Industrial Engineering

Samuel Flinkfelt Samuel Flinkfelt Vienna, Virginia Details
Samuel Flinkfelt's Merrill Lynch Experience January 2013 - Present
Job Refresh Technician at Merrill Lynch
Industry Information Technology and Services
Experience
SA IT Services  October 2010 - Present
Merrill Lynch   January 2013 - Present
Universal Music Group  August 2012 - January 2013
Rockwell Collins  October 2010 - August 2012

Education
Northern Virginia Community College   2008 — 2012
Associate of Science (A.S.), Information Technology, B

Michelle Phillips Neumann Michelle Phillips Neumann Chicago, Illinois Details
Michelle Phillips Neumann's Merrill Lynch Experience November 2005 - April 2014
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  May 2014 - Present
Merrill Lynch   November 2005 - April 2014
Cargill Investor Services  February 2004 - November 2005
Cargill Inc.  October 1999 - January 2004
ConAgra Foods  May 1993 - September 1999

Skills
Commodity, Trading, Procurement, Risk Management, Derivatives, Series 7, Hedge Funds, Alternative Investments, Bloomberg, Options, Hedging, Electronic Trading, Commodity Markets, Commodity Risk...

Education
Northwest Missouri State University
Bachelor of Science (B.S.), International Business

Pat Matteson Pat Matteson Southport, Connecticut Details
Pat Matteson's Merrill Lynch Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch   2008 - 2012

Skills
Mutual Funds, Securities, Wealth Management, Series 7, Retirement Planning, Retirement, Series 63, Fixed Income

Education
Northwestern University   1964 — 1967
Bachelor's degree, History

James Twigg James Twigg Chicago, Illinois Details
James Twigg's Merrill Lynch Experience October 2007 - December 2008
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2015 - Present
Fidelity Investments  February 2013 - January 2015
Fidelity Investments  December 2008 - February 2013
Merrill Lynch   October 2007 - December 2008

Skills
Financial Services, Insurance, Relationship Management, Series 7, Uniform Combined State..., Finance, Investments, Customer Service, Financial Analysis

Education
University of North Florida
Bachelor of Business Administration (BBA), Financial Services

University of North Florida
Bachelor of Business Administration (BBA), Finance, Investments Track

Northwestern University

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