Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Mark Malik Mark Malik's Merrill Lynch Experience March 2009 - June 2009
Job Hedge Fund Manager Global Economist Entrepreneur
Industry Financial Services
Experience
Malik Family Office October 2014 - Present
Wolf Hedge Global January 2009 - Present
Seven Sages Capital L.P December 2012 - December 2013
Wall Street Creative Partners December 2009 - December 2012
Merrill Lynch March 2009 - June 2009
JPMorgan Chase & Co. December 2008 - March 2009
John Thomas Financial January 2008 - December 2008
E1 Asset Management May 2005 - January 2008
Lehman Brothers January 2003 - February 2005
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Bloomberg, Financial Markets, Asset Managment, Options, Fund Of Funds, Corporate Finance, Commodity, Asset Management, Trading Systems, Investment Strategies, Portfolio Management, Asset Allocation, Quantitative Analytics, Hedging, Emerging Markets, ETFs, Trading, FX Options, Securities, Investment Advisory, Equity Research, Global Macro, Derivatives, Economics, Fixed Income, Financial Modeling, Mutual Funds, Bonds, Wealth Management, Investment Management, Investments, Structured Products, Investment Banking, Private Equity, Venture Capital, Trading Strategies, Valuation, LBO , Financing, Long-..., Equity Trading, Equity Derivatives, Technical Analysis, Investor Relations, Electronic Trading, Proprietary Trading, Financial Structuring, Currency
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Psychology- Philososphy
Harvard University 2011 — 2012
Economics- Finance- Law
Yale University 2011 — 2011
Mathematics and Statistics, N/A
University of Pennsylvania - The Wharton School 2010 — 2010
Finance - Portfolio Construction
City University of New York-Brooklyn College 2006 — 2006
Bachelor's Degree, Finance, General
Borough of Manhattan Community College 2003 — 2005
Associate's Degree, Business Administration and Management, General, A
Malik Family Office October 2014 - Present
Wolf Hedge Global January 2009 - Present
Seven Sages Capital L.P December 2012 - December 2013
Wall Street Creative Partners December 2009 - December 2012
Merrill Lynch March 2009 - June 2009
JPMorgan Chase & Co. December 2008 - March 2009
John Thomas Financial January 2008 - December 2008
E1 Asset Management May 2005 - January 2008
Lehman Brothers January 2003 - February 2005
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Bloomberg, Financial Markets, Asset Managment, Options, Fund Of Funds, Corporate Finance, Commodity, Asset Management, Trading Systems, Investment Strategies, Portfolio Management, Asset Allocation, Quantitative Analytics, Hedging, Emerging Markets, ETFs, Trading, FX Options, Securities, Investment Advisory, Equity Research, Global Macro, Derivatives, Economics, Fixed Income, Financial Modeling, Mutual Funds, Bonds, Wealth Management, Investment Management, Investments, Structured Products, Investment Banking, Private Equity, Venture Capital, Trading Strategies, Valuation, LBO , Financing, Long-..., Equity Trading, Equity Derivatives, Technical Analysis, Investor Relations, Electronic Trading, Proprietary Trading, Financial Structuring, Currency
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Psychology- Philososphy
Harvard University 2011 — 2012
Economics- Finance- Law
Yale University 2011 — 2011
Mathematics and Statistics, N/A
University of Pennsylvania - The Wharton School 2010 — 2010
Finance - Portfolio Construction
City University of New York-Brooklyn College 2006 — 2006
Bachelor's Degree, Finance, General
Borough of Manhattan Community College 2003 — 2005
Associate's Degree, Business Administration and Management, General, A
Karen Leung Karen Leung's Merrill Lynch Experience July 2006 - April 2009
Job Wealth Management Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
JPMorgan Chase March 2011 - October 2014
Bank of America April 2009 - February 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch July 2005 - July 2006
Moody's Investors Service September 2004 - May 2005
Merrill Lynch June 2004 - August 2004
Skills
Mandarin, Cantonese, Microsoft Office, Essbase, Hyperion Reports, Oracle General Ledger, SAP, Virtual Data Rooms, Piano Playing, M&A experience, Due Diligence, Acquisition Integration, Divestitures, Financial Analysis, Project Management, Strategic Planning, Financial Reporting, SharePoint, Variance Analysis, Analysis, Internal Controls
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Finance and Entrepreneurship, 3.6
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
Morgan Stanley October 2014 - Present
JPMorgan Chase March 2011 - October 2014
Bank of America April 2009 - February 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch July 2005 - July 2006
Moody's Investors Service September 2004 - May 2005
Merrill Lynch June 2004 - August 2004
Skills
Mandarin, Cantonese, Microsoft Office, Essbase, Hyperion Reports, Oracle General Ledger, SAP, Virtual Data Rooms, Piano Playing, M&A experience, Due Diligence, Acquisition Integration, Divestitures, Financial Analysis, Project Management, Strategic Planning, Financial Reporting, SharePoint, Variance Analysis, Analysis, Internal Controls
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Finance and Entrepreneurship, 3.6
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
Gene Matusovsky's Merrill Lynch Experience November 1997 - February 2001
Job Pre and Post Sales Linux Low Latency Support at Red Line High Speed Trading Software Technologies
Industry Telecommunications
Experience
Red Line High Speed Trading Software Technologies August 2014 - Present
CME Group August 2012 - Present
Barnes & Noble April 2011 - Present
Cablevison October 2001 - January 2011
Merrill Lynch November 1997 - February 2001
Skills
Perl Script, Unix Shell Scripting, Red Hat Linux, Splunk, Windows Server, Solaris 8/9/10, RRDTool, VMware ESX, Apache 2, IBM TIvoli Netcool, CA Wily, Zenoss, Syslog-ng, TIBCO Rendezvous, Low Latency, Nagios, Sitescope, Atlassian JIRA, Confluence, Netcool, Perl, AIX, Cisco Technologies
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Computer Information Systems
Red Line High Speed Trading Software Technologies August 2014 - Present
CME Group August 2012 - Present
Barnes & Noble April 2011 - Present
Cablevison October 2001 - January 2011
Merrill Lynch November 1997 - February 2001
Skills
Perl Script, Unix Shell Scripting, Red Hat Linux, Splunk, Windows Server, Solaris 8/9/10, RRDTool, VMware ESX, Apache 2, IBM TIvoli Netcool, CA Wily, Zenoss, Syslog-ng, TIBCO Rendezvous, Low Latency, Nagios, Sitescope, Atlassian JIRA, Confluence, Netcool, Perl, AIX, Cisco Technologies
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Computer Information Systems
Kalvin Feng Kalvin Feng's Merrill Lynch Experience June 2010 - August 2010
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America March 2013 - Present
UBS Investment Bank May 2012 - January 2013
FDM Group January 2012 - May 2012
Berkery, Noyes & Co., LLC June 2010 - December 2011
Merrill Lynch June 2010 - August 2010
Office of NYC Comptroller February 2010 - May 2010
1199 SEIU 2008 - 2009
Uniqlo September 2006 - February 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
Bank of America March 2013 - Present
UBS Investment Bank May 2012 - January 2013
FDM Group January 2012 - May 2012
Berkery, Noyes & Co., LLC June 2010 - December 2011
Merrill Lynch June 2010 - August 2010
Office of NYC Comptroller February 2010 - May 2010
1199 SEIU 2008 - 2009
Uniqlo September 2006 - February 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
Michael Jeter Michael Jeter's Merrill Lynch Experience April 1989 - April 1994
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Capital Markets
Experience
Carlisle & Gallagher Consulting Group March 2014 - Present
Abney & Holloway Management Resources, LLC April 2002 - Present
Savannah Asset Management September 2002 - April 2004
Lehman Brothers April 1994 - September 2002
Merrill Lynch April 1989 - April 1994
Skills
Project Management, Financial Control, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Agile & Waterfall..., Financial Audits
Education
Yale University 1980 — 1984
Baruch College
Carlisle & Gallagher Consulting Group March 2014 - Present
Abney & Holloway Management Resources, LLC April 2002 - Present
Savannah Asset Management September 2002 - April 2004
Lehman Brothers April 1994 - September 2002
Merrill Lynch April 1989 - April 1994
Skills
Project Management, Financial Control, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Agile & Waterfall..., Financial Audits
Education
Yale University 1980 — 1984
Baruch College
Maria Mancusi Maria Mancusi's Merrill Lynch Experience May 1983 - May 1986
Job Director Derivative Operations at Global Clearing Firm
Industry Financial Services
Experience
Global Clearing Firm February 2012 - Present
Goldman Sachs October 2004 - February 2012
Morgan Stanley June 1986 - September 2004
Merrill Lynch May 1983 - May 1986
Skills
Team Leadership, Futures, Options, Financial Services, Risk Management, Trading, Operations Management, Derivatives, Equities, Settlement, Trading Systems, Electronic Trading, FINRA, Prime Brokerage, Relationship Management, Fixed Income, Leadership, Series 7, Management, Back Office, Market Data, Corporate Actions, Hedge Funds, Middle Office, Equity Derivatives, Bloomberg, Commodity, Financial Markets, Equity Trading, Capital Markets, Proprietary Trading, Securities, Securities Lending, FX Options
Education
Baruch College
Global Clearing Firm February 2012 - Present
Goldman Sachs October 2004 - February 2012
Morgan Stanley June 1986 - September 2004
Merrill Lynch May 1983 - May 1986
Skills
Team Leadership, Futures, Options, Financial Services, Risk Management, Trading, Operations Management, Derivatives, Equities, Settlement, Trading Systems, Electronic Trading, FINRA, Prime Brokerage, Relationship Management, Fixed Income, Leadership, Series 7, Management, Back Office, Market Data, Corporate Actions, Hedge Funds, Middle Office, Equity Derivatives, Bloomberg, Commodity, Financial Markets, Equity Trading, Capital Markets, Proprietary Trading, Securities, Securities Lending, FX Options
Education
Baruch College
Gerron Woodruffe Gerron Woodruffe's Merrill Lynch Experience September 2006 - May 2008
Job Vice President, Regulatory Reporting at AxiomSL
Industry Financial Services
Experience
AxiomSL January 2014 - Present
Bancolombia April 2014 - Present
AxiomSL May 2010 - January 2014
Thomson reuters May 2008 - November 2008
Merrill Lynch September 2006 - May 2008
Skills
Data Analysis, ControllerView, CFTC Form CPO-PQR, Form PF, FFIEC 041, FRY-9C, Oracle SQL, Basel II, Basel III, Analysis, Financial Reporting, Financial Services, SQL, FRY 14, Consulting, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA
Hamilton College 2002 — 2006
BA
AxiomSL January 2014 - Present
Bancolombia April 2014 - Present
AxiomSL May 2010 - January 2014
Thomson reuters May 2008 - November 2008
Merrill Lynch September 2006 - May 2008
Skills
Data Analysis, ControllerView, CFTC Form CPO-PQR, Form PF, FFIEC 041, FRY-9C, Oracle SQL, Basel II, Basel III, Analysis, Financial Reporting, Financial Services, SQL, FRY 14, Consulting, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA
Hamilton College 2002 — 2006
BA
Gigi Garcia Gigi Garcia's Merrill Lynch Experience June 2011 - August 2011
Job Finance Temp at Combs Enterprises
Industry Financial Services
Experience
Combs Enterprises November 2013 - Present
EY February 2013 - November 2013
Murphy & Durieu January 2012 - January 2013
Wenick & Finger, P.C. May 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Bloomberg Terminal, Derivatives, C++, SAS programming, ProLaw, Tableau, Statistics, Quantitative Research, Mathematics, Invoicing, Accounting
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Statistics and Quantitative Modeling
Combs Enterprises November 2013 - Present
EY February 2013 - November 2013
Murphy & Durieu January 2012 - January 2013
Wenick & Finger, P.C. May 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Bloomberg Terminal, Derivatives, C++, SAS programming, ProLaw, Tableau, Statistics, Quantitative Research, Mathematics, Invoicing, Accounting
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Statistics and Quantitative Modeling
Maxwell Binner Maxwell Binner's Merrill Lynch Experience November 2013 - Present
Job Wealth Management, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Laidlaw & Company April 2013 - October 2013
Laidlaw & Company January 2012 - April 2013
Westherr Automotive Group January 2007 - August 2011
Skills
Customer Service, Bloomberg Terminal, Microsoft Excel, Research, Money Management, Portfolio Management, Investment Banking, Private Equity, Money Market, Fundamental Analysis, Technical Analysis, Series 7, Series 63, Customer Relations, Asset Management, Finance
Education
City University of New York-Baruch College 2011 — 2013
Finance
Erie Community College 2008 — 2011
AAS, Business Administration
Clarence High School 2004 — 2008
Pace University - Lubin School of Business
Merrill Lynch November 2013 - Present
Laidlaw & Company April 2013 - October 2013
Laidlaw & Company January 2012 - April 2013
Westherr Automotive Group January 2007 - August 2011
Skills
Customer Service, Bloomberg Terminal, Microsoft Excel, Research, Money Management, Portfolio Management, Investment Banking, Private Equity, Money Market, Fundamental Analysis, Technical Analysis, Series 7, Series 63, Customer Relations, Asset Management, Finance
Education
City University of New York-Baruch College 2011 — 2013
Finance
Erie Community College 2008 — 2011
AAS, Business Administration
Clarence High School 2004 — 2008
Pace University - Lubin School of Business
Maya Kagan Maya Kagan's Merrill Lynch Experience August 2008 - December 2008
Job Art Director at Mission Media
Industry Design
Experience
Mission Media April 2015 - Present
A Different Engine March 2015 - April 2015
BARKER Advertising & Interactive February 2015 - March 2015
Vaunte March 2013 - February 2015
Susan van der Linde New York January 2007 - February 2013
UBS January 2009 - October 2009
Merrill Lynch August 2008 - December 2008
Skills
Graphic Design, Marketing, Layout, Product Development, Typography, Illustration, E-commerce, Creative Direction, Photography, Email Marketing, Graphics, High-end Retouching, Fashion Design, Web Design, Social Media, Offset Printing, Mobile Design, Responsive Web Design, Branding & Identity, Logo Design, Art Direction, User Experience, Adobe Creative Suite, Brand Development, Copywriting, Digital Strategy
Education
Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Finance & Investments, Magna Cum Laude
Florence University of the Arts 2008 — 2008
Fashion Design & Marketing
Stuyvesant High School 2001 — 2005
HS Diploma
DjangoGirls
Mission Media April 2015 - Present
A Different Engine March 2015 - April 2015
BARKER Advertising & Interactive February 2015 - March 2015
Vaunte March 2013 - February 2015
Susan van der Linde New York January 2007 - February 2013
UBS January 2009 - October 2009
Merrill Lynch August 2008 - December 2008
Skills
Graphic Design, Marketing, Layout, Product Development, Typography, Illustration, E-commerce, Creative Direction, Photography, Email Marketing, Graphics, High-end Retouching, Fashion Design, Web Design, Social Media, Offset Printing, Mobile Design, Responsive Web Design, Branding & Identity, Logo Design, Art Direction, User Experience, Adobe Creative Suite, Brand Development, Copywriting, Digital Strategy
Education
Baruch College 2005 — 2009
Bachelor of Business Administration (BBA), Finance & Investments, Magna Cum Laude
Florence University of the Arts 2008 — 2008
Fashion Design & Marketing
Stuyvesant High School 2001 — 2005
HS Diploma
DjangoGirls
Lorraine Mancuso's Merrill Lynch Experience August 2008 - September 2014
Job Administrative Assistant at GAMCO Investors, Inc.
Industry Financial Services
Experience
GAMCO Investors, Inc. December 2014 - Present
Merrill Lynch August 2008 - September 2014
Morgan Stanley Smith Barney May 2000 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Concur, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Course work in Accounting and Business Law
Harry S. Truman High School
Honor Roll - Early Graduation
GAMCO Investors, Inc. December 2014 - Present
Merrill Lynch August 2008 - September 2014
Morgan Stanley Smith Barney May 2000 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Concur, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Course work in Accounting and Business Law
Harry S. Truman High School
Honor Roll - Early Graduation
Joseph Mignano Joseph Mignano's Merrill Lynch Experience January 2007 - March 2008
Job Executive Director, HR Business Partner at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2011 - Present
Pershing, a BNY Mellon company March 2008 - March 2011
Bank of America Merrill Lynch February 2007 - March 2008
Merrill Lynch January 2007 - March 2008
Merrill Lynch February 2001 - April 2007
MetLife 1999 - 2001
ING 1998 - 1999
ING 1984 - 1998
Skills
Human Resources, Succession Planning, Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Employee Relations, HRIS
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
JPMorgan Chase April 2011 - Present
Pershing, a BNY Mellon company March 2008 - March 2011
Bank of America Merrill Lynch February 2007 - March 2008
Merrill Lynch January 2007 - March 2008
Merrill Lynch February 2001 - April 2007
MetLife 1999 - 2001
ING 1998 - 1999
ING 1984 - 1998
Skills
Human Resources, Succession Planning, Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Employee Relations, HRIS
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Ilana Goetz Ilana Goetz's Merrill Lynch Experience September 2014 - December 2014
Job Recruiter at Huxley Associates
Industry Public Relations and Communications
Experience
Huxley Associates May 2015 - Present
Equinox June 2013 - May 2015
Merrill Lynch September 2014 - December 2014
GFI Group June 2014 - July 2014
Merrill Lynch January 2014 - April 2014
Sesame Workshop June 2013 - August 2013
CBS Radio / 92.3 NOW New York June 2011 - May 2013
American Cancer Society October 2011 - April 2012
Marva March 2011 - May 2011
Gan Aliyah Pre School September 2010 - November 2010
Skills
Technical Recruiting, Recruiting, Headhunting, Sales, Client Relationships..., Business Management, PowerPoint, Microsoft Excel, Facebook, Social Media Marketing, Media Relations, Event Planning, Social Networking
Education
Baruch College 2012 — 2015
Bachelor of Arts (BA), Business/Corporate Communications, Senior
College of Charleston 2011 — 2012
Communications
Abraham Joshua Heschel School 2006 — 2010
Huxley Associates May 2015 - Present
Equinox June 2013 - May 2015
Merrill Lynch September 2014 - December 2014
GFI Group June 2014 - July 2014
Merrill Lynch January 2014 - April 2014
Sesame Workshop June 2013 - August 2013
CBS Radio / 92.3 NOW New York June 2011 - May 2013
American Cancer Society October 2011 - April 2012
Marva March 2011 - May 2011
Gan Aliyah Pre School September 2010 - November 2010
Skills
Technical Recruiting, Recruiting, Headhunting, Sales, Client Relationships..., Business Management, PowerPoint, Microsoft Excel, Facebook, Social Media Marketing, Media Relations, Event Planning, Social Networking
Education
Baruch College 2012 — 2015
Bachelor of Arts (BA), Business/Corporate Communications, Senior
College of Charleston 2011 — 2012
Communications
Abraham Joshua Heschel School 2006 — 2010
Irina Gonzalez Irina Gonzalez's Merrill Lynch Experience September 2004 - March 2005
Job Relationship Manager (LATAM) credit analystLooking for remote based opportunity
Industry Banking
Experience
HSBC Bank USA, NA September 2013 - Present
HSBC Bank USA, NA September 2009 - August 2011
HSBC Securities April 2005 - September 2009
Merrill Lynch September 2004 - March 2005
Societe Generale September 2000 - September 2004
Compass Group LLC 1998 - 2000
Skills
Microsoft Office, Excel, Credit Analysis, Due Diligence, Spanish, Microsoft Excel, Credit Risk, Hedge Funds, Portfolio Management, Finance, Private Equity, Credit, Accounting, Mutual Funds, Risk Management, Banking
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, International Marketing, Finance
HSBC Bank USA, NA September 2013 - Present
HSBC Bank USA, NA September 2009 - August 2011
HSBC Securities April 2005 - September 2009
Merrill Lynch September 2004 - March 2005
Societe Generale September 2000 - September 2004
Compass Group LLC 1998 - 2000
Skills
Microsoft Office, Excel, Credit Analysis, Due Diligence, Spanish, Microsoft Excel, Credit Risk, Hedge Funds, Portfolio Management, Finance, Private Equity, Credit, Accounting, Mutual Funds, Risk Management, Banking
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, International Marketing, Finance
Nicholas Roach, CFP®'s Merrill Lynch Experience April 2014 - Present
Job Platform Development Manager
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
U.S. Trust April 2009 - April 2014
U.S. Trust September 2006 - April 2009
Banc of America Investments January 2006 - September 2006
Skills
Investments, Equities, Finance, Financial Analysis, CRM, Management, Account Management, Financial Modeling, Entrepreneurship, Vendor Management, Financial Advisory, Wealth Management, Strategic Financial..., Relationship Management, Portfolio Management, Financial Planning, Financial Reporting, Business Development, Alternative Investments, Business Strategy, Performance Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Brown University 2001 — 2005
B.A., Business Economics
Merrill Lynch April 2014 - Present
U.S. Trust April 2009 - April 2014
U.S. Trust September 2006 - April 2009
Banc of America Investments January 2006 - September 2006
Skills
Investments, Equities, Finance, Financial Analysis, CRM, Management, Account Management, Financial Modeling, Entrepreneurship, Vendor Management, Financial Advisory, Wealth Management, Strategic Financial..., Relationship Management, Portfolio Management, Financial Planning, Financial Reporting, Business Development, Alternative Investments, Business Strategy, Performance Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Brown University 2001 — 2005
B.A., Business Economics
Joseph Hsu, CPA's Merrill Lynch Experience February 2003 - July 2004
Job Director Financial Reporting at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2014 - Present
Prudential Financial October 2011 - November 2014
PwC August 2004 - October 2011
Merrill Lynch February 2003 - July 2004
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, US GAAP, Statutory Accounting, Internal Controls, GAAP, Financial Accounting, SEC Filings, Sarbanes-Oxley
Education
Baruch College 2000 — 2004
BBA, Accounting
Prudential Financial December 2014 - Present
Prudential Financial October 2011 - November 2014
PwC August 2004 - October 2011
Merrill Lynch February 2003 - July 2004
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, US GAAP, Statutory Accounting, Internal Controls, GAAP, Financial Accounting, SEC Filings, Sarbanes-Oxley
Education
Baruch College 2000 — 2004
BBA, Accounting
Melissa Parsowith's Merrill Lynch Experience February 2010 - May 2010
Job Program Coordinator at Pace University & MSEd student at Baruch College
Industry Higher Education
Experience
Pace University August 2014 - Present
Pink Monkey Events 2009 - Present
AvalonBay Communities August 2013 - August 2014
The Sawtooth Group May 2012 - August 2013
Pace University September 2008 - May 2012
Pace University September 2008 - May 2012
NBC September 2010 - August 2011
Merrill Lynch February 2010 - May 2010
Skills
Social Media, Recruiting, Leadership, Customer Service, Facebook, Social Media Marketing, Online Advertising, Social Networking, Microsoft Office, Public Relations, Digital Marketing, Event Planning, Marketing Strategy, PowerPoint, Advertising, Blogging, Photoshop, Event Management
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master's Degree, Higher Education/Higher Education Administration
Pace University 2008 — 2012
Bachelor's Degree, Communication and Media Studies, Minor in Management Studies, Graduated May 2012
Marlboro High School 2004 — 2008
Pace University August 2014 - Present
Pink Monkey Events 2009 - Present
AvalonBay Communities August 2013 - August 2014
The Sawtooth Group May 2012 - August 2013
Pace University September 2008 - May 2012
Pace University September 2008 - May 2012
NBC September 2010 - August 2011
Merrill Lynch February 2010 - May 2010
Skills
Social Media, Recruiting, Leadership, Customer Service, Facebook, Social Media Marketing, Online Advertising, Social Networking, Microsoft Office, Public Relations, Digital Marketing, Event Planning, Marketing Strategy, PowerPoint, Advertising, Blogging, Photoshop, Event Management
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master's Degree, Higher Education/Higher Education Administration
Pace University 2008 — 2012
Bachelor's Degree, Communication and Media Studies, Minor in Management Studies, Graduated May 2012
Marlboro High School 2004 — 2008
James Chin James Chin's Merrill Lynch Experience December 2009 - May 2010
Job Vice President at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Citi October 2013 - March 2015
Morgan Stanley June 2011 - September 2013
Merrill Lynch December 2009 - May 2010
Skills
Risk Management, Wealth Management, Financial Services, Internal Audit, Business Analysis, Market Risk, Risk Assessment, Financial Products, Developing Client...
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance & Investments
Citi April 2015 - Present
Citi October 2013 - March 2015
Morgan Stanley June 2011 - September 2013
Merrill Lynch December 2009 - May 2010
Skills
Risk Management, Wealth Management, Financial Services, Internal Audit, Business Analysis, Market Risk, Risk Assessment, Financial Products, Developing Client...
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance & Investments
Jimmy Vora, CPA Jimmy Vora, CPA's Merrill Lynch Experience May 2006 - August 2006
Job Audit Manager at MBAF CPAs, LLC
Industry Accounting
Experience
MBAF CPAs, LLC July 2015 - Present
MBAF CPAs, LLC October 2013 - June 2015
MBAF November 2009 - October 2013
Bernstein & Pinchuk LLP May 2007 - September 2009
Merrill Lynch May 2006 - August 2006
Skills
Accounting, Auditing, Financial Reporting, Tax Preparation, CPA, Real Estate, Non-profits, Charter Schools, Software Development, Automotive, Real estate tax..., Consolidated Financial..., Internal Controls, SEC filings, US GAAP, Nonprofits, Microsoft Excel, Financial Analysis
Education
Baruch College 2004 — 2008
BBA, Accounting
MBAF CPAs, LLC July 2015 - Present
MBAF CPAs, LLC October 2013 - June 2015
MBAF November 2009 - October 2013
Bernstein & Pinchuk LLP May 2007 - September 2009
Merrill Lynch May 2006 - August 2006
Skills
Accounting, Auditing, Financial Reporting, Tax Preparation, CPA, Real Estate, Non-profits, Charter Schools, Software Development, Automotive, Real estate tax..., Consolidated Financial..., Internal Controls, SEC filings, US GAAP, Nonprofits, Microsoft Excel, Financial Analysis
Education
Baruch College 2004 — 2008
BBA, Accounting
Larisa (Lara) Schoenly Larisa (Lara) Schoenly's Merrill Lynch Experience July 2001 - June 2005
Job Associate at Wheeler & Associates, PA
Industry Accounting
Experience
Wheeler & Associates, PA July 2014 - Present
AccounteQ Solutions October 2010 - Present
Jacksonville Waldorf Initiative August 2010 - July 2012
Jacksonville Waldorf Initiative August 2010 - June 2011
Merrill Lynch July 2001 - June 2005
Nordea Bank (New York, NY) October 1999 - June 2001
Skills
QuickBooks diagnostics..., Quickbooks training, Certified Quickbooks..., Accounting, Account Reconciliation, Banking, Finance, Business Analysis, Accounts Receivable, Financial Reporting, Financial Accounting, Cash Management, Payroll, Business Development, Financial Analysis, Microsoft Excel, Training Delivery, Cash Flow, Credit, Interpreting, Quickbooks Online Plus..., Quickbooks Pro, Quickbooks Accountant, Budgets, Tax, Budgeting, Bank Reconciliation, Sales Tax, Compilation, General Ledger, Accounts Payable, Financial Statements, Analysis, Management, Bookkeeping
Education
City University of New York-Baruch College 1997 — 2001
B.B.A.
University of North Florida 2009 — 2010
CPE
Wheeler & Associates, PA July 2014 - Present
AccounteQ Solutions October 2010 - Present
Jacksonville Waldorf Initiative August 2010 - July 2012
Jacksonville Waldorf Initiative August 2010 - June 2011
Merrill Lynch July 2001 - June 2005
Nordea Bank (New York, NY) October 1999 - June 2001
Skills
QuickBooks diagnostics..., Quickbooks training, Certified Quickbooks..., Accounting, Account Reconciliation, Banking, Finance, Business Analysis, Accounts Receivable, Financial Reporting, Financial Accounting, Cash Management, Payroll, Business Development, Financial Analysis, Microsoft Excel, Training Delivery, Cash Flow, Credit, Interpreting, Quickbooks Online Plus..., Quickbooks Pro, Quickbooks Accountant, Budgets, Tax, Budgeting, Bank Reconciliation, Sales Tax, Compilation, General Ledger, Accounts Payable, Financial Statements, Analysis, Management, Bookkeeping
Education
City University of New York-Baruch College 1997 — 2001
B.B.A.
University of North Florida 2009 — 2010
CPE
Mohammad Anam Mohammad Anam's Merrill Lynch Experience May 2013 - December 2013
Job Windows systems and application specialist
Industry Information Technology and Services
Experience
Healthfirst February 2014 - Present
Merrill Lynch May 2013 - December 2013
Credit Suisse February 2008 - April 2013
Microsoft August 2006 - July 2007
Integ Enterprise Consulting December 2003 - July 2006
City of New York March 2002 - November 2003
Baruch College January 2001 - March 2002
NIIT Limited August 1999 - December 2000
Skills
VBScript, Servers, Active Directory, Windows Server, IIS
Education
Baruch College, City University of New York (CUNY) 2001 — 2002
MS, Computer Information Systems
Institute of Business Administration, DU 1997 — 1998
MBA, Marketing
Healthfirst February 2014 - Present
Merrill Lynch May 2013 - December 2013
Credit Suisse February 2008 - April 2013
Microsoft August 2006 - July 2007
Integ Enterprise Consulting December 2003 - July 2006
City of New York March 2002 - November 2003
Baruch College January 2001 - March 2002
NIIT Limited August 1999 - December 2000
Skills
VBScript, Servers, Active Directory, Windows Server, IIS
Education
Baruch College, City University of New York (CUNY) 2001 — 2002
MS, Computer Information Systems
Institute of Business Administration, DU 1997 — 1998
MBA, Marketing
Jonathan Kregsman's Merrill Lynch Experience 1999 - 2003
Job Retail Professional
Industry Retail
Experience
Macy's May 2010 - October 2014
Macy's 2009 - 2010
Macy's 2004 - 2009
Macy's 2003 - 2004
Merrill Lynch 1999 - 2003
Skills
Office Suite and Lotus..., Retail, Leadership, Sales, Pricing, Finance, Apparel, Inventory Management, Fashion, Forecasting, Account Management, Marketing, Advertising, Microsoft Office, Marketing Strategy, Social Media Marketing, Merchandising, Project Planning, Budgets
Education
Baruch College 2000 — 2003
Bachelor of Business Administration (B.B.A.)
Macy's May 2010 - October 2014
Macy's 2009 - 2010
Macy's 2004 - 2009
Macy's 2003 - 2004
Merrill Lynch 1999 - 2003
Skills
Office Suite and Lotus..., Retail, Leadership, Sales, Pricing, Finance, Apparel, Inventory Management, Fashion, Forecasting, Account Management, Marketing, Advertising, Microsoft Office, Marketing Strategy, Social Media Marketing, Merchandising, Project Planning, Budgets
Education
Baruch College 2000 — 2003
Bachelor of Business Administration (B.B.A.)
Mariya Manashirov Mariya Manashirov's Merrill Lynch Experience November 2006 - March 2008
Job International Tax Senior at Deloitte Tax LLP
Industry Management Consulting
Experience
Deloitte Tax LLP August 2013 - Present
Deloitte Tax LLP October 2011 - Present
Baruch College October 2010 - June 2011
Trident Communications LLC 2009 - 2009
Merrill Lynch November 2006 - March 2008
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
MS, Accounting
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Entrepreneurship and Small Business Management
Deloitte Tax LLP August 2013 - Present
Deloitte Tax LLP October 2011 - Present
Baruch College October 2010 - June 2011
Trident Communications LLC 2009 - 2009
Merrill Lynch November 2006 - March 2008
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
MS, Accounting
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Entrepreneurship and Small Business Management
Michelle Cha's Merrill Lynch Experience August 2006 - July 2007
Job Assistant Credit Manager at Christie's
Industry Textiles
Experience
Christie's July 2014 - Present
Christie's January 2011 - July 2014
Nova Textile Designs January 2009 - January 2011
Walsh Associates for Goldman Sachs August 2007 - June 2008
Merrill Lynch August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Forecasting, Valuation, Accounting, Portfolio Management, Managerial Finance, Risk Management, Banking, Cash Flow, Credit, Cash Management, Financial Risk, Account Reconciliation, Financial Accounting, Credit Risk, Credit Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance
Christie's July 2014 - Present
Christie's January 2011 - July 2014
Nova Textile Designs January 2009 - January 2011
Walsh Associates for Goldman Sachs August 2007 - June 2008
Merrill Lynch August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Finance, Financial Reporting, Forecasting, Valuation, Accounting, Portfolio Management, Managerial Finance, Risk Management, Banking, Cash Flow, Credit, Cash Management, Financial Risk, Account Reconciliation, Financial Accounting, Credit Risk, Credit Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance
John Panichi's Merrill Lynch Experience April 2006 - June 2015
Job Managing Director
Industry Financial Services
Experience
Merrill Lynch April 2006 - June 2015
Merrill Lynch 2000 - April 2006
Skills
Equity Trading, Hedge Funds, Equities, Bloomberg, Capital Markets, Fixed Income, Investments, Alternative Investments, Asset Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Finance & Psychology
Baruch College, City University of New York (CUNY)
Finance, Business Administration and Management, General
Merrill Lynch April 2006 - June 2015
Merrill Lynch 2000 - April 2006
Skills
Equity Trading, Hedge Funds, Equities, Bloomberg, Capital Markets, Fixed Income, Investments, Alternative Investments, Asset Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Finance & Psychology
Baruch College, City University of New York (CUNY)
Finance, Business Administration and Management, General
Komiljon Ataev's Merrill Lynch Experience September 2002 - February 2003
Job
Industry Government Administration
Experience
Teacher's Retirement System April 2005 - Present
Pursue Your Dream Foundation June 2009 - December 2010
ABS Abacus Program July 2008 - June 2010
Merrill Lynch September 2002 - February 2003
Skills
Excel/VBA, Fluent in 4 Languages, Microsoft Project, Goal Oriented, Detailed Analysis, Financial Accounting, ERISA, DB and DC rules..., Multiemployer DB Plans, Toastmasters
Education
Columbia University in the City of New York 2011 — 2014
MS, Actuarial Sciences
Casualty Actuarial Society 2009 — 2014
Master's degree, Actuarial Science
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance/Economics
Teacher's Retirement System April 2005 - Present
Pursue Your Dream Foundation June 2009 - December 2010
ABS Abacus Program July 2008 - June 2010
Merrill Lynch September 2002 - February 2003
Skills
Excel/VBA, Fluent in 4 Languages, Microsoft Project, Goal Oriented, Detailed Analysis, Financial Accounting, ERISA, DB and DC rules..., Multiemployer DB Plans, Toastmasters
Education
Columbia University in the City of New York 2011 — 2014
MS, Actuarial Sciences
Casualty Actuarial Society 2009 — 2014
Master's degree, Actuarial Science
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance/Economics
Ha Jun Lee Ha Jun Lee's Merrill Lynch Experience September 2011 - January 2012
Job Analyst at UBS
Industry Banking
Experience
Lord, Abbett & Co. LLC June 2014 - Present
UBS April 2013 - April 2014
Merrill Lynch September 2011 - January 2012
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor's degree, Finance
Lord, Abbett & Co. LLC June 2014 - Present
UBS April 2013 - April 2014
Merrill Lynch September 2011 - January 2012
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor's degree, Finance
Nader Soliman Nader Soliman's Merrill Lynch Experience May 2012 - April 2013
Job Equity Sales and Trading Assistant
Industry Financial Services
Experience
Sommerlyn Associates Real Estate October 2013 - Present
Merrill Lynch May 2012 - April 2013
Bank of America Merrill Lynch March 2005 - April 2012
Morgan Stanley September 2000 - March 2005
Skills
Business Relationship..., Service Excellence, Visual Basic, Emerging Markets, Equities, Service Quality
Education
Baruch College 1994 — 1998
Bachelor of Business Administration, Finance
Sommerlyn Associates Real Estate October 2013 - Present
Merrill Lynch May 2012 - April 2013
Bank of America Merrill Lynch March 2005 - April 2012
Morgan Stanley September 2000 - March 2005
Skills
Business Relationship..., Service Excellence, Visual Basic, Emerging Markets, Equities, Service Quality
Education
Baruch College 1994 — 1998
Bachelor of Business Administration, Finance
Ira Kamil Ira Kamil's Merrill Lynch Experience November 2005 - March 2009
Job Experienced Operations High Quality. Detailed
Industry Investment Banking
Experience
Home July 2013 - Present
Jefferies & Company February 2009 - July 2013
Merrill Lynch November 2005 - March 2009
Skills
Equities, Fixed Income, Bloomberg, Securities, Investment Banking, Capital Markets, Prime Brokerage, Series 7, Back Office, Hedge Funds, Operational Risk..., Trading Systems, Middle Office, Securities Lending, Settlement, Operational Risk, FINRA, Financial Services, AML
Education
Sherwood University 1999 — 2003
BBS, Business Administration and Management, General
Baruch College 1975 — 1982
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Home July 2013 - Present
Jefferies & Company February 2009 - July 2013
Merrill Lynch November 2005 - March 2009
Skills
Equities, Fixed Income, Bloomberg, Securities, Investment Banking, Capital Markets, Prime Brokerage, Series 7, Back Office, Hedge Funds, Operational Risk..., Trading Systems, Middle Office, Securities Lending, Settlement, Operational Risk, FINRA, Financial Services, AML
Education
Sherwood University 1999 — 2003
BBS, Business Administration and Management, General
Baruch College 1975 — 1982
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Lana Adamov's Merrill Lynch Experience January 2005 - March 2005
Job Process Manager at Prudential Financial
Industry Internet
Experience
Prudential Financial March 2012 - Present
Prudential Financial January 2010 - June 2012
LinkShare Corporation September 2008 - January 2010
JPMorgan Chase 2005 - 2008
Merrill Lynch January 2005 - March 2005
Law Office 2003 - 2005
Law Office 2003 - 2005
Law Office 2003 - 2005
Election.com 1999 - 2001
Skills
SDLC, Quality Assurance, Test Planning, Process Improvement, Agile Methodologies, Testing, Requirements Analysis, Software Quality..., Tableau, Software Project..., JIRA, Waterfall, User Acceptance Testing, Project Planning, Release Management, Information Technology, Test Management, Defect Tracking, Test Strategy, Agile & Waterfall..., Agile Testing, Critical Thinking, Cross-functional Team..., Agile Project Management, MS Project
Education
Baruch College, City University of New York (CUNY) 1995 — 2004
BBA, finance
HIgh School
HIgh School
Prudential Financial March 2012 - Present
Prudential Financial January 2010 - June 2012
LinkShare Corporation September 2008 - January 2010
JPMorgan Chase 2005 - 2008
Merrill Lynch January 2005 - March 2005
Law Office 2003 - 2005
Law Office 2003 - 2005
Law Office 2003 - 2005
Election.com 1999 - 2001
Skills
SDLC, Quality Assurance, Test Planning, Process Improvement, Agile Methodologies, Testing, Requirements Analysis, Software Quality..., Tableau, Software Project..., JIRA, Waterfall, User Acceptance Testing, Project Planning, Release Management, Information Technology, Test Management, Defect Tracking, Test Strategy, Agile & Waterfall..., Agile Testing, Critical Thinking, Cross-functional Team..., Agile Project Management, MS Project
Education
Baruch College, City University of New York (CUNY) 1995 — 2004
BBA, finance
HIgh School
HIgh School
Nicole Nourafshan Nicole Nourafshan's Merrill Lynch Experience May 2014 - July 2014
Job Business Development & Operations at Brand The Globe
Industry Marketing and Advertising
Experience
Brand the Globe March 2015 - Present
BCBGMAXAZRIAGROUP October 2014 - January 2015
Merrill Lynch May 2014 - July 2014
Disney ABC Television Group September 2013 - December 2013
Alexander Paul August 2011 - August 2013
Skills
Social Media Marketing, Social Media, Online Advertising, Facebook, Public Relations, Marketing Strategy, Social Networking, Advertising, Event Planning, PowerPoint, Marketing, WordPress, Blogging, Online Marketing, Event Management, Digital Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Masters of Science in Marketing, Marketing
University of Southern California 2010 — 2013
Bachelor of Arts (BA), Communications and Marketing
Brand the Globe March 2015 - Present
BCBGMAXAZRIAGROUP October 2014 - January 2015
Merrill Lynch May 2014 - July 2014
Disney ABC Television Group September 2013 - December 2013
Alexander Paul August 2011 - August 2013
Skills
Social Media Marketing, Social Media, Online Advertising, Facebook, Public Relations, Marketing Strategy, Social Networking, Advertising, Event Planning, PowerPoint, Marketing, WordPress, Blogging, Online Marketing, Event Management, Digital Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Masters of Science in Marketing, Marketing
University of Southern California 2010 — 2013
Bachelor of Arts (BA), Communications and Marketing
Madelyn du Toit Madelyn du Toit's Merrill Lynch Experience July 2003 - August 2008
Job Director Strategic Planning at Metlife
Industry Financial Services
Experience
Thomson Reuters January 2012 - November 2013
Thomson Reuters April 2009 - September 2010
Merrill Lynch July 2003 - August 2008
Countrywide Securities Corporation September 2000 - December 2002
Ferrell Capital Management June 1999 - August 2000
Skills
Strategic Planning, Project Management, Presentations, Business Performance..., Business Analytics, Strategy Execution, Communication Framework, Reporting & Analysis, Program Management, Change Management, CRM, Business Analysis, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Marketing & Management
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Finance and Marketing
Thomson Reuters January 2012 - November 2013
Thomson Reuters April 2009 - September 2010
Merrill Lynch July 2003 - August 2008
Countrywide Securities Corporation September 2000 - December 2002
Ferrell Capital Management June 1999 - August 2000
Skills
Strategic Planning, Project Management, Presentations, Business Performance..., Business Analytics, Strategy Execution, Communication Framework, Reporting & Analysis, Program Management, Change Management, CRM, Business Analysis, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Marketing & Management
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Finance and Marketing
Jomo Allison Jomo Allison's Merrill Lynch Experience April 2000 - July 2007
Job Compensation Executive
Industry Human Resources
Experience
Pfizer January 2009 - March 2011
American Express July 2007 - December 2008
Merrill Lynch April 2000 - July 2007
Citigroup July 1992 - April 2000
Skills
Deferred Compensation, Human Resources, Executive Pay, Incentive Programs
Education
Pace University - Lubin School of Business 1993 — 1996
MBA
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA
Pfizer January 2009 - March 2011
American Express July 2007 - December 2008
Merrill Lynch April 2000 - July 2007
Citigroup July 1992 - April 2000
Skills
Deferred Compensation, Human Resources, Executive Pay, Incentive Programs
Education
Pace University - Lubin School of Business 1993 — 1996
MBA
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA
Kevin Hanly Kevin Hanly's Merrill Lynch Experience April 2014 - April 2014
Job Student at Baruch College
Industry Investment Management
Experience
Executive Parking Service July 2015 - Present
My Super Sweet 16 June 2014 - Present
New Island Plumbing December 2013 - May 2015
Dunkin Donuts Baskin Robbins 2012 - 2015
Merrill Lynch April 2014 - April 2014
McDonald's Corporation 2011 - 2012
Skills
Communication, Customer Relations, Teamwork, Persuasion, Time Management, Microsoft Office, PowerPoint, Leadership, Social Media, Individual Work, Nutrition, Sports
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
Bachelor of Business Administration (BBA), Finance, General
Florida State University 2014 — 2015
Bachelor of Business Administration (BBA), Finance, General
Executive Parking Service July 2015 - Present
My Super Sweet 16 June 2014 - Present
New Island Plumbing December 2013 - May 2015
Dunkin Donuts Baskin Robbins 2012 - 2015
Merrill Lynch April 2014 - April 2014
McDonald's Corporation 2011 - 2012
Skills
Communication, Customer Relations, Teamwork, Persuasion, Time Management, Microsoft Office, PowerPoint, Leadership, Social Media, Individual Work, Nutrition, Sports
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
Bachelor of Business Administration (BBA), Finance, General
Florida State University 2014 — 2015
Bachelor of Business Administration (BBA), Finance, General
Kyla Knight Kyla Knight's Merrill Lynch Experience August 2010 - December 2010
Job Quality Specialist, Community Activist
Industry Insurance
Experience
Democratic Leadership for the 21st Century March 2012 - Present
New York Life Insurance October 2011 - Present
Grassroots Campaigns May 2011 - October 2011
Renal Ventures Management, LLC December 2010 - January 2011
Merrill Lynch August 2010 - December 2010
Congressman Michael E. McMahon August 2010 - November 2010
African Refuge, PS 35 and PS 57; Staten Island, NY; Scuola Primaria: Instituto Suore Della January 2008 - May 2010
Skills
Non-profits, Analysis, Event Planning, Fundraising, Research, Recruiting, Management, Nonprofits, Leadership, Training, Community Outreach, Customer Service, Social Media, Public Speaking, Social Networking, Microsoft Office
Education
Baruch College, City University of New York (CUNY)
Master's Degree, Organizational Design and HR Management
Wagner College 2007 — 2011
Bachelors of Arts, International Affairs
Democratic Leadership for the 21st Century March 2012 - Present
New York Life Insurance October 2011 - Present
Grassroots Campaigns May 2011 - October 2011
Renal Ventures Management, LLC December 2010 - January 2011
Merrill Lynch August 2010 - December 2010
Congressman Michael E. McMahon August 2010 - November 2010
African Refuge, PS 35 and PS 57; Staten Island, NY; Scuola Primaria: Instituto Suore Della January 2008 - May 2010
Skills
Non-profits, Analysis, Event Planning, Fundraising, Research, Recruiting, Management, Nonprofits, Leadership, Training, Community Outreach, Customer Service, Social Media, Public Speaking, Social Networking, Microsoft Office
Education
Baruch College, City University of New York (CUNY)
Master's Degree, Organizational Design and HR Management
Wagner College 2007 — 2011
Bachelors of Arts, International Affairs
Mario Dylgjeri Mario Dylgjeri's Merrill Lynch Experience February 2009 - May 2009
Job Equity Derivatives Exotics Trade Support at Barclays
Industry Investment Banking
Experience
Barclays November 2014 - Present
Barclays Capital June 2012 - Present
Brown Brothers Harriman April 2011 - June 2012
JPMorgan Chase November 2009 - October 2010
Merrill Lynch February 2009 - May 2009
Skills
Series 63, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Securities, Bloomberg Terminal, Series 7, Financial Markets, Financial Modeling, Valuation, Financial Services
Education
Baruch College 2005 — 2009
Bachelor of Arts, Economics
Barclays November 2014 - Present
Barclays Capital June 2012 - Present
Brown Brothers Harriman April 2011 - June 2012
JPMorgan Chase November 2009 - October 2010
Merrill Lynch February 2009 - May 2009
Skills
Series 63, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Securities, Bloomberg Terminal, Series 7, Financial Markets, Financial Modeling, Valuation, Financial Services
Education
Baruch College 2005 — 2009
Bachelor of Arts, Economics
Minqi Xiang Minqi Xiang's Merrill Lynch Experience September 2012 - December 2012
Job
Industry Financial Services
Experience
Baruch College February 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Sheffield Haworth March 2012 - July 2012
Bank of Suzhou May 2011 - July 2011
Community College of Philadelphia October 2010 - May 2011
Skills
Bloomberg, Accounting, Microsoft Office, Mandarin, Outlook, Microsoft Excel, Salesforce.com, PitchPro, Evestment, Morningstar, Institutional Investors, SNL, Financial Modeling, Valuation, Corporate Finance, Asset Management
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Major: Finance/Investment; Minor: Mathematics, Overall G.P.A.: 3.97/4.00
Baruch College February 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Sheffield Haworth March 2012 - July 2012
Bank of Suzhou May 2011 - July 2011
Community College of Philadelphia October 2010 - May 2011
Skills
Bloomberg, Accounting, Microsoft Office, Mandarin, Outlook, Microsoft Excel, Salesforce.com, PitchPro, Evestment, Morningstar, Institutional Investors, SNL, Financial Modeling, Valuation, Corporate Finance, Asset Management
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Major: Finance/Investment; Minor: Mathematics, Overall G.P.A.: 3.97/4.00
Lisa Tai Lisa Tai's Merrill Lynch Experience May 2007 - February 2014
Job AVP at Merrill Lynch
Industry Investment Management
Experience
J.P. Morgan May 2014 - July 2014
Merrill Lynch May 2007 - February 2014
Goldman Sachs 2000 - 2007
Skills
Fixed Income, Equities, Derivatives, Credit Derivatives, Capital Markets, Series 7, Middle Office, Equity Derivatives, Securities, Investment Banking, Trading Systems, Interest Rate..., Trading, Structured Products, Swaps, Portfolio Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), International Finance
J.P. Morgan May 2014 - July 2014
Merrill Lynch May 2007 - February 2014
Goldman Sachs 2000 - 2007
Skills
Fixed Income, Equities, Derivatives, Credit Derivatives, Capital Markets, Series 7, Middle Office, Equity Derivatives, Securities, Investment Banking, Trading Systems, Interest Rate..., Trading, Structured Products, Swaps, Portfolio Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), International Finance
Jeannie Lee Jeannie Lee's Merrill Lynch Experience November 2006 - June 2007
Job Assistant Controller at JANA Partners LLC
Industry Investment Management
Experience
JANA Partners LLC January 2013 - Present
Ivory Capital April 2011 - January 2013
Ernst & Young June 2010 - April 2011
Ernst & Young August 2008 - June 2010
Merrill Lynch November 2006 - June 2007
Skills
Financial Analysis, Financial Reporting, SEC filings, Internal Controls, Accounting, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, GAAP, CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA, Accountancy
Hofstra University 2004 — 2005
JANA Partners LLC January 2013 - Present
Ivory Capital April 2011 - January 2013
Ernst & Young June 2010 - April 2011
Ernst & Young August 2008 - June 2010
Merrill Lynch November 2006 - June 2007
Skills
Financial Analysis, Financial Reporting, SEC filings, Internal Controls, Accounting, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, GAAP, CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA, Accountancy
Hofstra University 2004 — 2005
Marina Vydro Marina Vydro's Merrill Lynch Experience October 2006 - October 2007
Job Associate Director Capital Markets Project Delivery at Bank Of Montreal
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
Bank of America October 2006 - July 2015
Merrill Lynch October 2006 - October 2007
Morgan Stanley March 2006 - October 2006
Skills
Bloomberg Terminal, Operational Risk..., Bonds, Interest Rate..., Trading Systems, Securities, Derivatives, Trading, Financial Analysis, Middle Office, Structured Products, Operational Risk, Microsoft Excel, Banking, Bloomberg, Capital Markets, Credit Derivatives, Fixed Income, Equity Derivatives, Investment Banking, Equities, Financial Modeling, Portfolio Management
Education
Baruch College 2000 — 2004
Lincoln High School 1996 — 2000
BMO Capital Markets July 2015 - Present
Bank of America October 2006 - July 2015
Merrill Lynch October 2006 - October 2007
Morgan Stanley March 2006 - October 2006
Skills
Bloomberg Terminal, Operational Risk..., Bonds, Interest Rate..., Trading Systems, Securities, Derivatives, Trading, Financial Analysis, Middle Office, Structured Products, Operational Risk, Microsoft Excel, Banking, Bloomberg, Capital Markets, Credit Derivatives, Fixed Income, Equity Derivatives, Investment Banking, Equities, Financial Modeling, Portfolio Management
Education
Baruch College 2000 — 2004
Lincoln High School 1996 — 2000
ISABEL GOLDIN ISABEL GOLDIN's Merrill Lynch Experience January 2015 - April 2015
Job Student
Industry Broadcast Media
Experience
GoldinGirl January 2014 - Present
Merrill Lynch January 2015 - April 2015
Park Avenue Financial Advisors January 2013 - September 2014
Intone Pilates April 2011 - January 2013
NYCMACGURU June 2010 - August 2010
Skills
Microsoft Office, Social Networking, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Social Media Marketing, Customer Service, Public Relations, Facebook, Sales, Management, Advertising
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Zicklin Business School at Baruch College
B.B.A, Marketing Management and Advertising
GoldinGirl January 2014 - Present
Merrill Lynch January 2015 - April 2015
Park Avenue Financial Advisors January 2013 - September 2014
Intone Pilates April 2011 - January 2013
NYCMACGURU June 2010 - August 2010
Skills
Microsoft Office, Social Networking, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Social Media Marketing, Customer Service, Public Relations, Facebook, Sales, Management, Advertising
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Zicklin Business School at Baruch College
B.B.A, Marketing Management and Advertising
Morris Dabbah Morris Dabbah's Merrill Lynch Experience October 2010 - December 2010
Job Retail Leasing & Acquisitions at Crown Acquisitions Inc.
Industry Real Estate
Experience
Crown Acquisitions Inc. March 2014 - Present
Burgiss November 2012 - February 2014
Burgiss June 2011 - November 2012
Merrill Lynch October 2010 - December 2010
Global Solar Center June 2010 - August 2010
A.D. Sutton & Sons June 2009 - August 2009
Skills
Private Equity, Valuation, Venture Capital, Excel, Futures, Business Development, Investments, Microsoft Excel, Analysis, Wealth Management
Education
Baruch College 2008 — 2011
BBA, Finance & Investments
Macaulay Honors College 2008 — 2011
Crown Acquisitions Inc. March 2014 - Present
Burgiss November 2012 - February 2014
Burgiss June 2011 - November 2012
Merrill Lynch October 2010 - December 2010
Global Solar Center June 2010 - August 2010
A.D. Sutton & Sons June 2009 - August 2009
Skills
Private Equity, Valuation, Venture Capital, Excel, Futures, Business Development, Investments, Microsoft Excel, Analysis, Wealth Management
Education
Baruch College 2008 — 2011
BBA, Finance & Investments
Macaulay Honors College 2008 — 2011
Maria Camila Londono Maria Camila Londono's Merrill Lynch Experience May 2012 - August 2012
Job Accountant at Fuoco Group
Industry Accounting
Experience
Fuoco Group May 2013 - Present
BluCo Energy January 2013 - 2013
Merrill Lynch May 2012 - August 2012
Allran NY 2011 - 2012
Angelina's 2010 - 2012
Met 2005 - 2010
Leslie E. Robertson Associates 2008 - 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Curtis High School 2005 — 2009
Advanced Regents Diploma with Honors, School of International Studies
Fuoco Group May 2013 - Present
BluCo Energy January 2013 - 2013
Merrill Lynch May 2012 - August 2012
Allran NY 2011 - 2012
Angelina's 2010 - 2012
Met 2005 - 2010
Leslie E. Robertson Associates 2008 - 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Curtis High School 2005 — 2009
Advanced Regents Diploma with Honors, School of International Studies
Jun Hu, CPA Jun Hu, CPA's Merrill Lynch Experience 2009 - 2009
Job Associate at JP Morgan Chase
Industry Investment Management
Experience
JPMorgan Chase November 2012 - Present
SS&C Technologies August 2010 - November 2012
Ascend National Office June 2010 - August 2010
Marsh October 2009 - August 2010
Merrill Lynch 2009 - 2009
Oriental Construction LLC August 2006 - December 2008
Skills
Accounting, Financial Reporting, Financial Analysis, Fund Accounting, Financial Accounting, CPA, Private Equity, Bloomberg, Financial Statements, Account Reconciliation, Microsoft Excel, Bloomberg Terminal, Auditing, GAAP, Alternative Investments, International Tax
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting
Queens College
JPMorgan Chase November 2012 - Present
SS&C Technologies August 2010 - November 2012
Ascend National Office June 2010 - August 2010
Marsh October 2009 - August 2010
Merrill Lynch 2009 - 2009
Oriental Construction LLC August 2006 - December 2008
Skills
Accounting, Financial Reporting, Financial Analysis, Fund Accounting, Financial Accounting, CPA, Private Equity, Bloomberg, Financial Statements, Account Reconciliation, Microsoft Excel, Bloomberg Terminal, Auditing, GAAP, Alternative Investments, International Tax
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting
Queens College
Jacob Kelman Jacob Kelman's Merrill Lynch Experience August 2009 - September 2012
Job Associate Analyst III at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2015 - Present
Pacific Global Advisors LLC May 2014 - August 2014
Federal Home Loan Bank of New York October 2013 - January 2014
Federal Home Loan Bank of New York October 2012 - April 2013
Finance and Economic Society August 2011 - January 2013
Merrill Lynch August 2009 - September 2012
Education Affiliates June 2012 - July 2012
Aya International LLC November 2010 - April 2012
Amanda Haddock's School June 2004 - June 2011
Greenwich Realty Advisors Incorperated June 2010 - March 2011
Skills
Bloomberg Terminal, Excel, Word, PowerPoint, Web Design, SEO, HTML, CSS, Social Media, Bloomberg, SNL, Raiser's Edge, Volusion, MS Project, VBA, Finance, Microsoft Excel, Economics, Data Analysis, Financial Analysis, Financial Modeling, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.7
Stuyvesant High School 2007 — 2011
Moody's Investors Service July 2015 - Present
Pacific Global Advisors LLC May 2014 - August 2014
Federal Home Loan Bank of New York October 2013 - January 2014
Federal Home Loan Bank of New York October 2012 - April 2013
Finance and Economic Society August 2011 - January 2013
Merrill Lynch August 2009 - September 2012
Education Affiliates June 2012 - July 2012
Aya International LLC November 2010 - April 2012
Amanda Haddock's School June 2004 - June 2011
Greenwich Realty Advisors Incorperated June 2010 - March 2011
Skills
Bloomberg Terminal, Excel, Word, PowerPoint, Web Design, SEO, HTML, CSS, Social Media, Bloomberg, SNL, Raiser's Edge, Volusion, MS Project, VBA, Finance, Microsoft Excel, Economics, Data Analysis, Financial Analysis, Financial Modeling, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.7
Stuyvesant High School 2007 — 2011
Nardia N. Mendez, MBA's Merrill Lynch Experience July 2007 - May 2008
Job Corporate Actions Senior Analyst |Client Services | Operations Senior Specialist | Domestic Settlements Processor
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Fidelity Investments March 2015 - May 2015
Bank of America Merrill Lynch June 2008 - August 2014
Merrill Lynch July 2007 - May 2008
UBS January 2006 - June 2006
Skills
Settlement Services, Physical Security, Account Reconciliation, Research, Restricted Stock, Office Administration, FX Operations, Backend Operations, Bonds, Corporate Finance, Foreign Exchange, Finance, Prime Brokerage, Data Analysis, Settlement, Securities, Financial Services, Fixed Income, Microsoft Excel, Equities, Microsoft Office, Management, Analysis, Customer Service
Education
New Jersey City University 2013 — 2015
Master of Business Administration (M.B.A.), Organizational Management and Leadership
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch May 2015 - Present
Fidelity Investments March 2015 - May 2015
Bank of America Merrill Lynch June 2008 - August 2014
Merrill Lynch July 2007 - May 2008
UBS January 2006 - June 2006
Skills
Settlement Services, Physical Security, Account Reconciliation, Research, Restricted Stock, Office Administration, FX Operations, Backend Operations, Bonds, Corporate Finance, Foreign Exchange, Finance, Prime Brokerage, Data Analysis, Settlement, Securities, Financial Services, Fixed Income, Microsoft Excel, Equities, Microsoft Office, Management, Analysis, Customer Service
Education
New Jersey City University 2013 — 2015
Master of Business Administration (M.B.A.), Organizational Management and Leadership
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Jill Haring's Merrill Lynch Experience March 2005 - June 2009
Job Preferreds, Hybrids, Cap Securities Dealer Sales
Industry Financial Services
Experience
Piper Jaffray March 2011 - Present
Merrill Lynch March 2005 - June 2009
Skills
Emerging Markets, Series 7, Derivatives, Series 63, Bonds, Fixed Income, Bloomberg, Sales, Equities, Trading, Securities, Financial Markets, Electronic Trading, Options, Capital Markets, Structured Products
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
Piper Jaffray March 2011 - Present
Merrill Lynch March 2005 - June 2009
Skills
Emerging Markets, Series 7, Derivatives, Series 63, Bonds, Fixed Income, Bloomberg, Sales, Equities, Trading, Securities, Financial Markets, Electronic Trading, Options, Capital Markets, Structured Products
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
Kate Resnick's Merrill Lynch Experience September 2014 - Present
Job RVH GROUP Part Time Client Associate at Merrill Lynch
Industry Public Relations and Communications
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch May 2014 - August 2014
Fab Starpoint September 2013 - December 2013
Brown Harris Stevens June 2012 - August 2012
Skills
PowerPoint, Public Speaking, Public Relations, Microsoft Office, Social Media, Event Planning, Microsoft Excel, Marketing
Education
Baruch College 2012 — 2015
Bachelor of Arts (B.A.), Corporate Communications, Senior
College of Charleston 2011 — 2012
Columbia Grammar and Preparatory School 2003 — 2011
Merrill Lynch September 2014 - Present
Merrill Lynch May 2014 - August 2014
Fab Starpoint September 2013 - December 2013
Brown Harris Stevens June 2012 - August 2012
Skills
PowerPoint, Public Speaking, Public Relations, Microsoft Office, Social Media, Event Planning, Microsoft Excel, Marketing
Education
Baruch College 2012 — 2015
Bachelor of Arts (B.A.), Corporate Communications, Senior
College of Charleston 2011 — 2012
Columbia Grammar and Preparatory School 2003 — 2011
John Margineanu, CFA John Margineanu, CFA's Merrill Lynch Experience September 2005 - October 2008
Job Market Risk Management and Product Control at ING Nederland
Industry Financial Services
Experience
ING Nederland February 2014 - Present
Mindspark Interactive Network, Inc. January 2014 - February 2014
Bank of America Merrill Lynch October 2008 - November 2013
Merrill Lynch September 2005 - October 2008
Cantor Fitzgerald March 2004 - September 2005
Furman Selz 1999 - 2001
Skills
Financial Analysis, Fixed Income, Forecasting, Middle Office, Finance, Bloomberg, Product Control, Structured Products, Swaps, CDS, Credit, Sarbanes-Oxley Act, SOX, Fixed Income Products, FAS 157, Visual Basic, Essbase, Hyperion, Oracle General Ledger, Smartstream, Cognos
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2004
MBA, Accounting
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
ING Nederland February 2014 - Present
Mindspark Interactive Network, Inc. January 2014 - February 2014
Bank of America Merrill Lynch October 2008 - November 2013
Merrill Lynch September 2005 - October 2008
Cantor Fitzgerald March 2004 - September 2005
Furman Selz 1999 - 2001
Skills
Financial Analysis, Fixed Income, Forecasting, Middle Office, Finance, Bloomberg, Product Control, Structured Products, Swaps, CDS, Credit, Sarbanes-Oxley Act, SOX, Fixed Income Products, FAS 157, Visual Basic, Essbase, Hyperion, Oracle General Ledger, Smartstream, Cognos
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2004
MBA, Accounting
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
Helaine Tishberg's Merrill Lynch Experience October 1992 - October 1998
Job Regional Office Coordinator/Office Manager at Starbucks
Industry Real Estate
Experience
Starbucks Coffee Company May 2015 - Present
Milton L. Ehrlich Inc. March 2014 - September 2014
Jonathan Rose Companies April 2006 - February 2014
TheStreet.com 2000 - 2004
Merrill Lynch October 1992 - October 1998
Skills
PowerPoint, Non-profits, Research, Microsoft Office, Project Management, Architecture, Social Media, Microsoft Excel, Strategic Planning, Adobe Creative Suite, Financial Analysis, Urban Planning, Real Estate, Public Relations, Marketing Communications, Microsoft Word, Green Building, Software, Public Speaking, LEED AP, Certified Staging..., Sustainable Development, Marketing, Press Releases, Photoshop, Event Planning, Web Design, Adobe Acrobat, Property Management, Commercial Real Estate, Management, Real Estate Development, Contract Negotiation
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Economics/Art, Cum Laude
City University of New York-Baruch College
Certificate, Desktop Publishing, Web Design
Futures In Information Technology
Certificate, Technolgy, Web Design
CSP International Business Training Academy 2013 — 2013
Certified Staging Professional
Starbucks Coffee Company May 2015 - Present
Milton L. Ehrlich Inc. March 2014 - September 2014
Jonathan Rose Companies April 2006 - February 2014
TheStreet.com 2000 - 2004
Merrill Lynch October 1992 - October 1998
Skills
PowerPoint, Non-profits, Research, Microsoft Office, Project Management, Architecture, Social Media, Microsoft Excel, Strategic Planning, Adobe Creative Suite, Financial Analysis, Urban Planning, Real Estate, Public Relations, Marketing Communications, Microsoft Word, Green Building, Software, Public Speaking, LEED AP, Certified Staging..., Sustainable Development, Marketing, Press Releases, Photoshop, Event Planning, Web Design, Adobe Acrobat, Property Management, Commercial Real Estate, Management, Real Estate Development, Contract Negotiation
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Economics/Art, Cum Laude
City University of New York-Baruch College
Certificate, Desktop Publishing, Web Design
Futures In Information Technology
Certificate, Technolgy, Web Design
CSP International Business Training Academy 2013 — 2013
Certified Staging Professional
Joey K.H. Leung Joey K.H. Leung's Merrill Lynch Experience December 2007 - December 2010
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Merrill Lynch December 2007 - December 2010
Royal Abstract of New York, LLC September 2003 - December 2007
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor, Finance and Investments
Morgan Stanley March 2012 - Present
Merrill Lynch December 2007 - December 2010
Royal Abstract of New York, LLC September 2003 - December 2007
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor, Finance and Investments
Kai K Cai's Merrill Lynch Experience 2010 - 2013
Job VP Financial Advisor at HSBC Securities Premier Relationship Advisor
Industry Financial Services
Experience
HSBC Securities 2013 - Present
Merrill Lynch 2010 - 2013
Skills
Finance, Financial Analysis, Entrepreneurship, Financial Modeling, Microsoft Office, Wealth Management, Equities, Investments, Microsoft Excel, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Finance Investment, Math.
Long Island University 2004 — 2005
Pharmacy
HSBC Securities 2013 - Present
Merrill Lynch 2010 - 2013
Skills
Finance, Financial Analysis, Entrepreneurship, Financial Modeling, Microsoft Office, Wealth Management, Equities, Investments, Microsoft Excel, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Finance Investment, Math.
Long Island University 2004 — 2005
Pharmacy
John Papadas John Papadas's Merrill Lynch Experience January 1999 - January 2002
Job Portfolio Manager
Industry Financial Services
Experience
People's United Bank October 2013 - Present
Marathon Bank April 2011 - January 2013
Credit Suisse May 2003 - October 2010
UBS January 2002 - January 2003
Merrill Lynch January 1999 - January 2002
Marathon Bank January 1996 - January 1999
Skills
Underwriting, Due Diligence, Asset, Strategic Planning, Project Management, Warehousing, Risk Management, Microsoft Excel, Credit Risk, Credit, Loans, Banking, Financial Modeling, Portfolio Management, Fixed Income, Investment Banking, Securitization, Financial Analysis, Corporate Finance, Securities, Equities, Commercial Mortgages, Finance, Funding, Credit Analysis, Loan Servicing, Commercial Lending, Financial Risk, Financial Services, Commercial Banking, Cash Management, Capital Markets, Loan Origination, Financial Structuring, Operational Risk
Education
Regis University 1999 — 2002
MBA, Management
Baruch College, City University of New York (CUNY) 1991 — 1996
BA, IO Psychology
People's United Bank October 2013 - Present
Marathon Bank April 2011 - January 2013
Credit Suisse May 2003 - October 2010
UBS January 2002 - January 2003
Merrill Lynch January 1999 - January 2002
Marathon Bank January 1996 - January 1999
Skills
Underwriting, Due Diligence, Asset, Strategic Planning, Project Management, Warehousing, Risk Management, Microsoft Excel, Credit Risk, Credit, Loans, Banking, Financial Modeling, Portfolio Management, Fixed Income, Investment Banking, Securitization, Financial Analysis, Corporate Finance, Securities, Equities, Commercial Mortgages, Finance, Funding, Credit Analysis, Loan Servicing, Commercial Lending, Financial Risk, Financial Services, Commercial Banking, Cash Management, Capital Markets, Loan Origination, Financial Structuring, Operational Risk
Education
Regis University 1999 — 2002
MBA, Management
Baruch College, City University of New York (CUNY) 1991 — 1996
BA, IO Psychology
Jonathan Winfield Jonathan Winfield's Merrill Lynch Experience June 2014 - July 2014
Job Business Development at Coinsetter
Industry Financial Services
Experience
Coinsetter June 2015 - August 2015
TAMID at Baruch March 2014 - August 2015
Morgan Stanley July 2014 - August 2014
Merrill Lynch June 2014 - July 2014
Skills
Microsoft Excel, Public Speaking, Research, Leadership, Teamwork, Business Development, Finance, Wealth Management, Financial Analysis, Financial Modeling, Valuation, Equity Research Analysis, Analytical Reasoning, Fundamental Analysis, Technical Data Analysis, Technical Analysis, Mathematics, Economics, Social Networking, Marketing, Microsoft Word, Customer Service, Social Media, Management, Social Media Marketing, Bitcoin, Event Planning, Strategy, Sales, C++, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor’s Degree, Financial Engineering and Economics
Coinsetter June 2015 - August 2015
TAMID at Baruch March 2014 - August 2015
Morgan Stanley July 2014 - August 2014
Merrill Lynch June 2014 - July 2014
Skills
Microsoft Excel, Public Speaking, Research, Leadership, Teamwork, Business Development, Finance, Wealth Management, Financial Analysis, Financial Modeling, Valuation, Equity Research Analysis, Analytical Reasoning, Fundamental Analysis, Technical Data Analysis, Technical Analysis, Mathematics, Economics, Social Networking, Marketing, Microsoft Word, Customer Service, Social Media, Management, Social Media Marketing, Bitcoin, Event Planning, Strategy, Sales, C++, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor’s Degree, Financial Engineering and Economics
Hector Miranda's Merrill Lynch Experience April 1998 - July 1999
Job
Industry Financial Services
Experience
Bank of America August 2011 - Present
Barclays Capital (acquired Lehman Brothers in 2008) September 2008 - August 2011
Lehman Brothers July 1999 - September 2008
Merrill Lynch April 1998 - July 1999
Banco Santander January 1997 - March 1998
Industrial Bank of Japan 1994 - 1997
Skills
SDLC, PL/SQL, ITIL, Data Management, Capital Markets, Equities, Sybase, Trading, Investment Banking, Data Warehousing, Requirements Gathering, IT Management, Application Development, Pro*C, Strategy, Databases, Oracle, Business Intelligence, Analytics, Banking, IT Service Management, Software Development, Business Analysis, Management, Enterprise Architecture, Trading Systems, Vendor Management, IT Strategy, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Business Administration
National Institute of Technology Karnataka
Bachelor of Technology (BTech), Electrical and Electronics Engineering
University of Pittsburgh
MSEE, Semiconductor Technology
Bank of America August 2011 - Present
Barclays Capital (acquired Lehman Brothers in 2008) September 2008 - August 2011
Lehman Brothers July 1999 - September 2008
Merrill Lynch April 1998 - July 1999
Banco Santander January 1997 - March 1998
Industrial Bank of Japan 1994 - 1997
Skills
SDLC, PL/SQL, ITIL, Data Management, Capital Markets, Equities, Sybase, Trading, Investment Banking, Data Warehousing, Requirements Gathering, IT Management, Application Development, Pro*C, Strategy, Databases, Oracle, Business Intelligence, Analytics, Banking, IT Service Management, Software Development, Business Analysis, Management, Enterprise Architecture, Trading Systems, Vendor Management, IT Strategy, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Business Administration
National Institute of Technology Karnataka
Bachelor of Technology (BTech), Electrical and Electronics Engineering
University of Pittsburgh
MSEE, Semiconductor Technology
Gordon B. Ward's Merrill Lynch Experience 1996 - 2000
Job Financial Education Specialist
Industry Financial Services
Experience
Retirement Services Company December 2013 - Present
Riverside Church 2001 - Present
J.P. Morgan April 2011 - November 2013
Operation HOPE April 2011 - September 2011
Lincoln Investment April 2008 - August 2010
VALIC and AIG Annuity March 2003 - December 2005
Merrill Lynch 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Budgets, Business Strategy, Change Management, Coaching, Consulting, Employee Benefits, Entrepreneurship, Equities, Event Planning, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Fundraising, Hedge Funds, Investments, Leadership, Leadership Development, Management, Management Consulting, Marketing, Mergers, Microsoft Excel, Mutual Funds, Non-profits, Nonprofits, Organizational..., Policy, Portfolio Management, Program Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 63
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Master of Science, Finance
Carnegie Mellon University 1989 — 1991
Master of Science (M.S.), Management
The College of William and Mary 1982 — 1986
Bachelor of Arts (B.A.), Economics
Retirement Services Company December 2013 - Present
Riverside Church 2001 - Present
J.P. Morgan April 2011 - November 2013
Operation HOPE April 2011 - September 2011
Lincoln Investment April 2008 - August 2010
VALIC and AIG Annuity March 2003 - December 2005
Merrill Lynch 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Budgets, Business Strategy, Change Management, Coaching, Consulting, Employee Benefits, Entrepreneurship, Equities, Event Planning, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Fundraising, Hedge Funds, Investments, Leadership, Leadership Development, Management, Management Consulting, Marketing, Mergers, Microsoft Excel, Mutual Funds, Non-profits, Nonprofits, Organizational..., Policy, Portfolio Management, Program Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 63
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Master of Science, Finance
Carnegie Mellon University 1989 — 1991
Master of Science (M.S.), Management
The College of William and Mary 1982 — 1986
Bachelor of Arts (B.A.), Economics
Irina Kulakova, CRCM's Merrill Lynch Experience July 2007 - October 2010
Job Compliance Officer at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2012 - Present
Deutsche Bank October 2010 - June 2012
Merrill Lynch July 2007 - October 2010
Bristol Myer Squibb 2006 - 2006
Skills
Equities, Securities, Capital Markets, Risk Management, Fixed Income, Financial Services, Banking, Hedge Funds, Derivatives, Anti Money Laundering
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (BBA)
Credit Suisse June 2012 - Present
Deutsche Bank October 2010 - June 2012
Merrill Lynch July 2007 - October 2010
Bristol Myer Squibb 2006 - 2006
Skills
Equities, Securities, Capital Markets, Risk Management, Fixed Income, Financial Services, Banking, Hedge Funds, Derivatives, Anti Money Laundering
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (BBA)
Joe Pautz's Merrill Lynch Experience November 1986 - November 2002
Job BA Manager at Pricewaterhouse Coopers
Industry Banking
Experience
Pricewaterhouse Coopers April 2015 - Present
J.P. Morgan June 2011 - April 2015
MetLife Bank April 2003 - June 2011
Merrill Lynch November 1986 - November 2002
MetLife April 1982 - November 1986
Skills
SDLC, Vendor Management, Risk Management, Business Analysis, IT Management, Project Management, IT Strategy, Project Portfolio..., PMO, Visio
Education
Baruch College - CUNY 1983 — 1986
MS, Computer Methodology
Saint John's University 1978 — 1982
BS, Computer Science/Business
New York University School of Continuing Education
Certificate in C and UNIX Programming
Notre Dame University - Mendoza College of Business Continuing Education
Certificate in Negotiation Skills
Pricewaterhouse Coopers April 2015 - Present
J.P. Morgan June 2011 - April 2015
MetLife Bank April 2003 - June 2011
Merrill Lynch November 1986 - November 2002
MetLife April 1982 - November 1986
Skills
SDLC, Vendor Management, Risk Management, Business Analysis, IT Management, Project Management, IT Strategy, Project Portfolio..., PMO, Visio
Education
Baruch College - CUNY 1983 — 1986
MS, Computer Methodology
Saint John's University 1978 — 1982
BS, Computer Science/Business
New York University School of Continuing Education
Certificate in C and UNIX Programming
Notre Dame University - Mendoza College of Business Continuing Education
Certificate in Negotiation Skills
Marcia Marcano's Merrill Lynch Experience August 2006 - Present
Job System Administrator at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch August 2006 - Present
Merrill Lynch, Price, Fenner and Co 2006 - Present
Empire Merchants January 2001 - August 2006
Education
Baruch College, City University of New York (CUNY)
Merrill Lynch August 2006 - Present
Merrill Lynch, Price, Fenner and Co 2006 - Present
Empire Merchants January 2001 - August 2006
Education
Baruch College, City University of New York (CUNY)
Mark Magnusen's Merrill Lynch Experience September 2011 - June 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
Merrill Lynch September 2011 - June 2015
Morgan Stanley Smith Barney December 2009 - August 2011
United Technologies December 2008 - May 2009
Ernst & Young May 2002 - November 2008
Arthur Andersen LLP 2001 - 2002
PricewaterhouseCoopers 1996 - 2001
United Nations July 1989 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Statistical Analysis
OBI 1984 — 1985
Achimota Secondary School 1979 — 1984
Edward Jones June 2015 - Present
Merrill Lynch September 2011 - June 2015
Morgan Stanley Smith Barney December 2009 - August 2011
United Technologies December 2008 - May 2009
Ernst & Young May 2002 - November 2008
Arthur Andersen LLP 2001 - 2002
PricewaterhouseCoopers 1996 - 2001
United Nations July 1989 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Statistical Analysis
OBI 1984 — 1985
Achimota Secondary School 1979 — 1984
Marcin Tulinski's Merrill Lynch Experience 1999 - 2002
Job Financial Services Professional
Industry Financial Services
Nadira Hardial's Merrill Lynch Experience August 1999 - April 2009
Job Executive Director, Wealth Management Technology at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley March 2015 - Present
Citi September 2010 - March 2015
Barclays Capital August 2009 - August 2010
Merrill Lynch August 1999 - April 2009
Societe Generale July 1995 - August 1999
UBS June 1994 - July 1995
Pepsi-Cola June 1992 - June 1994
Skills
Strategy, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Project Management, Portfolio Management, Asset Management, Financial Risk, Private Equity, Financial Services, Software Development, Sybase, Securities, Valuation, Fixed Income, Microsoft SQL Server, Credit Risk, Web Services, IT Strategy, Risk Management, Databases, Project Planning, Fund Accounting, Collateral Management, SDLC, Java, Management, Asset Managment, Leadership, ETFs, Equities, Low Latency, Vendor Management, C#, Business Analysis, Global Custody, Unix, Enterprise Architecture, Market Data
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Computer Information Systems
Morgan Stanley March 2015 - Present
Citi September 2010 - March 2015
Barclays Capital August 2009 - August 2010
Merrill Lynch August 1999 - April 2009
Societe Generale July 1995 - August 1999
UBS June 1994 - July 1995
Pepsi-Cola June 1992 - June 1994
Skills
Strategy, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Project Management, Portfolio Management, Asset Management, Financial Risk, Private Equity, Financial Services, Software Development, Sybase, Securities, Valuation, Fixed Income, Microsoft SQL Server, Credit Risk, Web Services, IT Strategy, Risk Management, Databases, Project Planning, Fund Accounting, Collateral Management, SDLC, Java, Management, Asset Managment, Leadership, ETFs, Equities, Low Latency, Vendor Management, C#, Business Analysis, Global Custody, Unix, Enterprise Architecture, Market Data
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Computer Information Systems
Harry Sham's Merrill Lynch Experience 1997 - 2001
Job Systems Manager at Kramer Levin
Industry Law Practice
Experience
Kramer Levin engineerPaul, Weiss, Rifkind, Wharton & Garrison LLP2001 - 2003
Merrill Lynch 1997 - 2001
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
Kramer Levin engineerPaul, Weiss, Rifkind, Wharton & Garrison LLP2001 - 2003
Merrill Lynch 1997 - 2001
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
Marinos Baris's Merrill Lynch Experience March 2004 - October 2004
Job Vice President at Lehman Brothers Holdings Inc.
Industry Banking
Experience
Lehman Brothers Holdings Inc. February 2012 - Present
UBS June 2010 - November 2011
Bank of America June 2009 - June 2010
Ivy Asset Management December 2007 - June 2009
Banc of America Securities December 2006 - December 2007
UBS Investment Bank September 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Summit Systems February 1999 - March 2004
Skills
Business Analysis, Project Management, Fixed Income, Visio, Quality Assurance, SDLC, User Acceptance Testing, Derivatives, Software Documentation, Microsoft Excel, Management, Business Requirements, Testing, PowerPoint, Business Process, Analysis, Finance, Investments, Agile Methodologies, Projects, Quality Center, Financial Risk, Microsoft Word, SharePoint
Education
State University of New York Maritime College 1997 — 1999
MS, Transportation Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance & Investments
State University of New York at New Paltz
Business Administration and Management, General
Lehman Brothers Holdings Inc. February 2012 - Present
UBS June 2010 - November 2011
Bank of America June 2009 - June 2010
Ivy Asset Management December 2007 - June 2009
Banc of America Securities December 2006 - December 2007
UBS Investment Bank September 2004 - December 2006
Merrill Lynch March 2004 - October 2004
Summit Systems February 1999 - March 2004
Skills
Business Analysis, Project Management, Fixed Income, Visio, Quality Assurance, SDLC, User Acceptance Testing, Derivatives, Software Documentation, Microsoft Excel, Management, Business Requirements, Testing, PowerPoint, Business Process, Analysis, Finance, Investments, Agile Methodologies, Projects, Quality Center, Financial Risk, Microsoft Word, SharePoint
Education
State University of New York Maritime College 1997 — 1999
MS, Transportation Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance & Investments
State University of New York at New Paltz
Business Administration and Management, General
Max LeuiKing Young, CRPC's Merrill Lynch Experience 2010 - Present
Job Financial Services Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Merrill Lynch September 2005 - November 2010
Skills
Series 7, Securities, Portfolio Management, Financial Services, Banking, Finance, Options, Bonds, Uniform Combined State..., Wealth Management, Retirement Planning
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Merrill Lynch 2010 - Present
Merrill Lynch September 2005 - November 2010
Skills
Series 7, Securities, Portfolio Management, Financial Services, Banking, Finance, Options, Bonds, Uniform Combined State..., Wealth Management, Retirement Planning
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Jim Halloran's Merrill Lynch Experience May 1989 - November 2004
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing 2004 - Present
Merrill Lynch May 1989 - November 2004
Morgan Stanley June 1986 - May 1989
Skills
Six Sigma, Process Improvement, Team Leadership, Risk Management, Business Analysis, Call Centers, Continuous Improvement, Management, Operations Management, Quality Management, Leadership, Project Management, Vendor Management, Change Management, Program Management, Business Process..., Cross-functional Team..., Strategy
Education
Rider University 1996 — 1998
MBA
Baruch College, City University of New York (CUNY) 1984 — 1986
BA, Finance and Investments
Pershing 2004 - Present
Merrill Lynch May 1989 - November 2004
Morgan Stanley June 1986 - May 1989
Skills
Six Sigma, Process Improvement, Team Leadership, Risk Management, Business Analysis, Call Centers, Continuous Improvement, Management, Operations Management, Quality Management, Leadership, Project Management, Vendor Management, Change Management, Program Management, Business Process..., Cross-functional Team..., Strategy
Education
Rider University 1996 — 1998
MBA
Baruch College, City University of New York (CUNY) 1984 — 1986
BA, Finance and Investments
Irina Ayzenberg's Merrill Lynch Experience June 2006 - December 2008
Job PhD Student at CUNY School of Professional Studies
Industry Research
Experience
CUNY School of Professional Studies September 2011 - Present
Merrill Lynch June 2006 - December 2008
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
CUNY School of Professional Studies September 2011 - Present
Merrill Lynch June 2006 - December 2008
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Marina Vydro's Merrill Lynch Experience
Job senior specialist at Merrill Lynch
Industry Banking
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Michael Mattes's Merrill Lynch Experience
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1977 — 1980
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1977 — 1980
Margarita Bresoeva's Merrill Lynch Experience June 2004 - December 2004
Job QA Analyst at IntercontinentalExchange, Inc.
Industry Capital Markets
Experience
IntercontinentalExchange, Inc. January 2014 - Present
IntercontinentalExchange, Inc. June 2011 - December 2013
NYAM LLC, Proprietary Trading ICE/CME January 2008 - June 2011
NYAM LLC January 2005 - June 2011
Merrill Lynch June 2004 - December 2004
Ivanov and Ivanov, Law Firm January 1997 - June 1999
Skills
Options, Commodity, Traders, Derivatives, Securities, Investments, Trading, Equities, Trading Systems, Proprietary Trading, Hedge Funds, Financial Markets, Risk Management, Electronic Trading, Commodity Markets, FX Options, Swaps, Equity Derivatives, Hedging, Technical Analysis, Equity Trading, Market Data, Trading Strategies, FINRA, Capital Markets, FX trading, Currency, Series 7, Alternative Investments, Options Strategies, Marketing Strategy, Finance
Education
Baruch College 2001 — 2005
Finance and Investment
Ruse University 1996 — 1999
Law
IntercontinentalExchange, Inc. January 2014 - Present
IntercontinentalExchange, Inc. June 2011 - December 2013
NYAM LLC, Proprietary Trading ICE/CME January 2008 - June 2011
NYAM LLC January 2005 - June 2011
Merrill Lynch June 2004 - December 2004
Ivanov and Ivanov, Law Firm January 1997 - June 1999
Skills
Options, Commodity, Traders, Derivatives, Securities, Investments, Trading, Equities, Trading Systems, Proprietary Trading, Hedge Funds, Financial Markets, Risk Management, Electronic Trading, Commodity Markets, FX Options, Swaps, Equity Derivatives, Hedging, Technical Analysis, Equity Trading, Market Data, Trading Strategies, FINRA, Capital Markets, FX trading, Currency, Series 7, Alternative Investments, Options Strategies, Marketing Strategy, Finance
Education
Baruch College 2001 — 2005
Finance and Investment
Ruse University 1996 — 1999
Law
John Margineanu's Merrill Lynch Experience
Job Sr. Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY)
Merrill Lynch
Education
Baruch College, City University of New York (CUNY)
Mario Di Trapani's Merrill Lynch Experience June 1982 - September 1993
Job VP at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority March 2006 - Present
UBS September 1998 - February 2006
Credit Suisse May 1994 - September 1998
Prudential Securities September 1993 - April 1994
Merrill Lynch June 1982 - September 1993
Skills
FINRA, Capital Markets, Securities Regulation, Securities, Financial Services, AML, Equities, Mutual Funds, Risk Management, Series 7, Fraud, Hedge Funds, Due Diligence, Executive Management, SEC, Series 24, Anti Money Laundering, Series 63, Compliance Oversight
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (BBA), Finance and Investments
Financial Industry Regulatory Authority March 2006 - Present
UBS September 1998 - February 2006
Credit Suisse May 1994 - September 1998
Prudential Securities September 1993 - April 1994
Merrill Lynch June 1982 - September 1993
Skills
FINRA, Capital Markets, Securities Regulation, Securities, Financial Services, AML, Equities, Mutual Funds, Risk Management, Series 7, Fraud, Hedge Funds, Due Diligence, Executive Management, SEC, Series 24, Anti Money Laundering, Series 63, Compliance Oversight
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (BBA), Finance and Investments
Michael Smyth, CFA, FRM's Merrill Lynch Experience June 2000 - September 2000
Job Getco Securities
Industry Financial Services
Experience
Getco Securities December 2011 - Present
Bank of America April 2009 - December 2011
Banc of America Specialist September 2001 - March 2009
Merrill Lynch June 2000 - September 2000
Skills
Derivatives, Equities, Capital Markets, Trading, Portfolio Management, Market Risk, Financial Risk, Valuation, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Finance and Investments
Siena College 1998 — 2001
National University of Ireland, Galway 2000 — 2000
Northwestern University
Master's degree, Predictive Analytics
Getco Securities December 2011 - Present
Bank of America April 2009 - December 2011
Banc of America Specialist September 2001 - March 2009
Merrill Lynch June 2000 - September 2000
Skills
Derivatives, Equities, Capital Markets, Trading, Portfolio Management, Market Risk, Financial Risk, Valuation, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Finance and Investments
Siena College 1998 — 2001
National University of Ireland, Galway 2000 — 2000
Northwestern University
Master's degree, Predictive Analytics
Ilana Shanks's Merrill Lynch Experience January 2009 - August 2015
Job PHD Student at Florida State University
Industry Marketing and Advertising
Experience
Florida State University August 2015 - Present
Merrill Lynch January 2009 - August 2015
UBS August 2003 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Social Media, Event Planning, Social Networking, Research, Project Management
Education
Florida State University 2015 — 2019
Doctor of Philosophy (PhD), Marketing
City University of New York-Baruch College 2013 — 2015
Master of Business Administration (MBA), Marketing
New York University 2010 — 2012
Master of Arts (M.A.), Psychology
St. John's University, The Peter J. Tobin College of Business
Florida State University August 2015 - Present
Merrill Lynch January 2009 - August 2015
UBS August 2003 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Social Media, Event Planning, Social Networking, Research, Project Management
Education
Florida State University 2015 — 2019
Doctor of Philosophy (PhD), Marketing
City University of New York-Baruch College 2013 — 2015
Master of Business Administration (MBA), Marketing
New York University 2010 — 2012
Master of Arts (M.A.), Psychology
St. John's University, The Peter J. Tobin College of Business
Jeannine Steiger's Merrill Lynch Experience June 1994 - March 2000
Job Senior Business Analyst at E*TRADE Financial Corporation
Industry Investment Banking
Experience
E*TRADE Financial Corporation November 2014 - Present
Apex Clearing February 2006 - April 2013
Ridge Clearing 2006 - 2010
TD March 2000 - September 2003
Merrill Lynch June 1994 - March 2000
Skills
Options, Equities, Securities, Back Office, Risk Management, Electronic Trading, SQL, Service Delivery, Visio, Trading Systems, Client Liaison, Data Analysis, Middle Office, Process Improvement, Disaster Recovery, Product Development, Access Database, Prime Brokerage
Education
City University of New York-Baruch College 2000 — 2000
Continuing Education
City University of New York-Baruch College 1990 — 1994
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
E*TRADE Financial Corporation November 2014 - Present
Apex Clearing February 2006 - April 2013
Ridge Clearing 2006 - 2010
TD March 2000 - September 2003
Merrill Lynch June 1994 - March 2000
Skills
Options, Equities, Securities, Back Office, Risk Management, Electronic Trading, SQL, Service Delivery, Visio, Trading Systems, Client Liaison, Data Analysis, Middle Office, Process Improvement, Disaster Recovery, Product Development, Access Database, Prime Brokerage
Education
City University of New York-Baruch College 2000 — 2000
Continuing Education
City University of New York-Baruch College 1990 — 1994
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Lizzette Rivera-Nisbet's Merrill Lynch Experience May 1999 - Present
Job Admin at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1999 - Present
TEKsystems April 1998 - April 1999
Aerotek September 1997 - April 1998
Hair Club for Men and Women March 1996 - July 1997
Education
Baruch College 1995 — 2008
Accounting
St. Vincent Ferrer 1991 — 1995
Merrill Lynch May 1999 - Present
TEKsystems April 1998 - April 1999
Aerotek September 1997 - April 1998
Hair Club for Men and Women March 1996 - July 1997
Education
Baruch College 1995 — 2008
Accounting
St. Vincent Ferrer 1991 — 1995
Maria Gama's Merrill Lynch Experience April 2001 - December 2008
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch April 2001 - December 2008
JPMorgan September 1993 - March 2001
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, Finance
Bank of America January 2009 - Present
Merrill Lynch April 2001 - December 2008
JPMorgan September 1993 - March 2001
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, Finance
Henry Oletsky's Merrill Lynch Experience March 2004 - April 2005
Job Senior Applications Developer at Studley
Industry Information Technology and Services
Experience
Savills Studley 2003 - Present
Merrill Lynch March 2004 - April 2005
Kraft Foods Group October 2003 - March 2004
Skills
ASP.NET, Business Development, Strategic Planning, New Business Development, Web Design, Business Strategy, HTML, HTML 5, JavaScript, SharePoint, jQuery, jQuery Mobile, Microsoft SQL Server, Visual Studio, C#
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Computer and Information Systems
Savills Studley 2003 - Present
Merrill Lynch March 2004 - April 2005
Kraft Foods Group October 2003 - March 2004
Skills
ASP.NET, Business Development, Strategic Planning, New Business Development, Web Design, Business Strategy, HTML, HTML 5, JavaScript, SharePoint, jQuery, jQuery Mobile, Microsoft SQL Server, Visual Studio, C#
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Computer and Information Systems
Lisa Tai's Merrill Lynch Experience
Job Assistant Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
Nancy Minervini, PHR's Merrill Lynch Experience June 2004 - September 2005
Job Human Resources Manager at Telargo
Industry Telecommunications
Experience
Telargo July 2007 - Present
Marsh & McLennan October 2005 - July 2007
Merrill Lynch June 2004 - September 2005
Independant Consultant August 2002 - June 2004
GHI April 2001 - August 2002
The City of New York August 2000 - April 2001
International Flavors & Fragrances April 1997 - August 2000
Bankers Trust May 1988 - April 1997
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Human Resources
Pace University 2007 — 2007
Certificate, Human Resources
Cornell University 2000 — 2001
Certificate, Human Resources
Rider University 1981 — 1985
Telargo July 2007 - Present
Marsh & McLennan October 2005 - July 2007
Merrill Lynch June 2004 - September 2005
Independant Consultant August 2002 - June 2004
GHI April 2001 - August 2002
The City of New York August 2000 - April 2001
International Flavors & Fragrances April 1997 - August 2000
Bankers Trust May 1988 - April 1997
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Human Resources
Pace University 2007 — 2007
Certificate, Human Resources
Cornell University 2000 — 2001
Certificate, Human Resources
Rider University 1981 — 1985
Nicole Gittens-Willis's Merrill Lynch Experience January 2007 - January 2009
Job Administrative Assistant at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
Goldman Sachs November 2010 - May 2015
Merrill Lynch January 2007 - January 2009
Citi January 2005 - January 2007
Royal Bank of Scotland January 2003 - January 2005
Skills
Trading Systems, Team Building, Customer Service, Public Speaking, Recruiting, Project Planning, Finance, Event Planning
Education
City University of New York-Baruch College 1999 — 2002
Bachelor's Degree, Computer and Information Sciences and Support Services
BlackRock April 2015 - Present
Goldman Sachs November 2010 - May 2015
Merrill Lynch January 2007 - January 2009
Citi January 2005 - January 2007
Royal Bank of Scotland January 2003 - January 2005
Skills
Trading Systems, Team Building, Customer Service, Public Speaking, Recruiting, Project Planning, Finance, Event Planning
Education
City University of New York-Baruch College 1999 — 2002
Bachelor's Degree, Computer and Information Sciences and Support Services
John DeMasi's Merrill Lynch Experience May 1987 - May 1989
Job Financial Services Professional CPA
Industry Financial Services
Experience
Consultant January 2008 - Present
Christian Brothers Investment Services February 2007 - November 2007
LaBranche & Co. August 2006 - February 2007
Mitsubishi UFJ Securities February 2005 - August 2006
Banco Safra September 2003 - February 2005
Schwab Capital Markets February 2001 - September 2003
Donaldson, Lufkin & Jenrette January 1995 - June 2000
Bear Stearns June 1989 - September 1994
Merrill Lynch May 1987 - May 1989
Oppenheim Appel Dixon 1980 - 1982
Skills
Hedge Funds, Investment Banking, Auditing, Financial Modeling, Investments, Equities, Capital Markets, Fixed Income, Trading, Strategic Financial..., Asset Management, Securities
Education
City University of New York-Baruch College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Consultant January 2008 - Present
Christian Brothers Investment Services February 2007 - November 2007
LaBranche & Co. August 2006 - February 2007
Mitsubishi UFJ Securities February 2005 - August 2006
Banco Safra September 2003 - February 2005
Schwab Capital Markets February 2001 - September 2003
Donaldson, Lufkin & Jenrette January 1995 - June 2000
Bear Stearns June 1989 - September 1994
Merrill Lynch May 1987 - May 1989
Oppenheim Appel Dixon 1980 - 1982
Skills
Hedge Funds, Investment Banking, Auditing, Financial Modeling, Investments, Equities, Capital Markets, Fixed Income, Trading, Strategic Financial..., Asset Management, Securities
Education
City University of New York-Baruch College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Nelson Young's Merrill Lynch Experience March 2005 - December 2008
Job Managing Director at RBS
Industry Financial Services
Experience
RBS October 2009 - October 2012
Banc of America Securities January 2009 - July 2009
Merrill Lynch March 2005 - December 2008
Morgan Stanley 1986 - 2005
Skills
Derivatives, Equities, Fixed Income, Capital Markets, Hedge Funds, Electronic Trading, Bonds
Education
City University of New York-Baruch College 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
RBS October 2009 - October 2012
Banc of America Securities January 2009 - July 2009
Merrill Lynch March 2005 - December 2008
Morgan Stanley 1986 - 2005
Skills
Derivatives, Equities, Fixed Income, Capital Markets, Hedge Funds, Electronic Trading, Bonds
Education
City University of New York-Baruch College 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Micheal Baptiste's Merrill Lynch Experience
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
Kenny Wang's Merrill Lynch Experience February 1998 - April 2008
Job System Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2010 - Present
Valiant Insurance Group December 2008 - June 2011
Hedge Fund Industry April 2008 - October 2008
Merrill Lynch February 1998 - April 2008
Lehman Brothers August 1997 - February 1998
MasterCard 1995 - 1995
Skills
NetApp, VMware, Powershell, Linux, Windows, ASP, HTML, VBScript, Shell Scripting, Windows NT, Cluster, VMware ESX, Disaster Recovery, IIS, Citrix, Virtualization, Storage Area Networks, VDI, Active Directory, Enterprise Architecture, Operating Systems, Vendor Management, SAN, Cloud Computing, Data Center
Education
Baruch College 1994 — 2005
Bachelor of Science (BS)
City University of New York-Baruch College 1993 — 2005
Bachelor of Science (BS), CIS
TD Ameritrade June 2010 - Present
Valiant Insurance Group December 2008 - June 2011
Hedge Fund Industry April 2008 - October 2008
Merrill Lynch February 1998 - April 2008
Lehman Brothers August 1997 - February 1998
MasterCard 1995 - 1995
Skills
NetApp, VMware, Powershell, Linux, Windows, ASP, HTML, VBScript, Shell Scripting, Windows NT, Cluster, VMware ESX, Disaster Recovery, IIS, Citrix, Virtualization, Storage Area Networks, VDI, Active Directory, Enterprise Architecture, Operating Systems, Vendor Management, SAN, Cloud Computing, Data Center
Education
Baruch College 1994 — 2005
Bachelor of Science (BS)
City University of New York-Baruch College 1993 — 2005
Bachelor of Science (BS), CIS
Natalya Veynrob's Merrill Lynch Experience March 2010 - Present
Job Reporting and Analysis Expert
Industry Market Research
Experience
Merrill Lynch March 2010 - Present
Immigration Law Office of Richard Geduldig June 2006 - September 2009
IRI September 2004 - March 2006
Baruch College August 2005 - December 2005
Healing The Children, Children’s Hospitals in St. Petersburg, Russia 2001 - 2003
Net2Phone January 2001 - November 2001
Multex.com February 2000 - August 2000
Montgomery Securities December 1998 - August 1999
Skills
Project Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
MBA, Marketing
University of San Francisco 1995 — 1998
BS, Finance
Merrill Lynch March 2010 - Present
Immigration Law Office of Richard Geduldig June 2006 - September 2009
IRI September 2004 - March 2006
Baruch College August 2005 - December 2005
Healing The Children, Children’s Hospitals in St. Petersburg, Russia 2001 - 2003
Net2Phone January 2001 - November 2001
Multex.com February 2000 - August 2000
Montgomery Securities December 1998 - August 1999
Skills
Project Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
MBA, Marketing
University of San Francisco 1995 — 1998
BS, Finance
Konstantinidis, Debbie's Merrill Lynch Experience
Job Director at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
Merrill Lynch
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
Jennifer Khan's Merrill Lynch Experience March 2007 - Present
Job Registered Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2007 - Present
Skills
Series 7, Microsoft Excel, Analysis, Economics, Portfolio Management, Bloomberg, Trading, Investments, Series 63, PowerPoint, Finance, Equities, Financial Analysis, Derivatives, Financial Modeling, Securities, Microsoft Office, Mutual Funds
Education
City University of New York-Baruch College 2009 — 2012
MBA, International Business
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
Bachelor of Science, Finance
Merrill Lynch March 2007 - Present
Skills
Series 7, Microsoft Excel, Analysis, Economics, Portfolio Management, Bloomberg, Trading, Investments, Series 63, PowerPoint, Finance, Equities, Financial Analysis, Derivatives, Financial Modeling, Securities, Microsoft Office, Mutual Funds
Education
City University of New York-Baruch College 2009 — 2012
MBA, International Business
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
Bachelor of Science, Finance
Nermin Siljkovic's Merrill Lynch Experience November 2010 - January 2011
Job Banking Operations Specialist
Industry Banking
Experience
BBVA September 2013 - Present
Morgan Stanley Wealth Management October 2012 - June 2013
HSBC SECURITIES (USA) INC April 2011 - April 2012
Merrill Lynch November 2010 - January 2011
US Census Bureau March 2010 - July 2010
JPMorgan Chase February 2007 - November 2009
Global Credit Risk Management February 2005 - February 2007
US Army January 1997 - January 2001
Skills
Reporting & Analysis, Operations, Excel, Graphs, Equity Derivatives, Global Operations, Investment Banking, Process Improvement, Client Retention, Metrics, Pivot Tables, Vlookup, Risk Mitigation, Internal Controls, Equity Derivatives..., Client On Boarding, Customer buy-ins, central point of contact, KYC, Remediation, Bloomberg, Microsoft Excel, Risk Management, Wealth Management, Redemption, Onboarding, Middle Office, FX Options, Trading, Banking, Financial Risk
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Operations Management
BBVA September 2013 - Present
Morgan Stanley Wealth Management October 2012 - June 2013
HSBC SECURITIES (USA) INC April 2011 - April 2012
Merrill Lynch November 2010 - January 2011
US Census Bureau March 2010 - July 2010
JPMorgan Chase February 2007 - November 2009
Global Credit Risk Management February 2005 - February 2007
US Army January 1997 - January 2001
Skills
Reporting & Analysis, Operations, Excel, Graphs, Equity Derivatives, Global Operations, Investment Banking, Process Improvement, Client Retention, Metrics, Pivot Tables, Vlookup, Risk Mitigation, Internal Controls, Equity Derivatives..., Client On Boarding, Customer buy-ins, central point of contact, KYC, Remediation, Bloomberg, Microsoft Excel, Risk Management, Wealth Management, Redemption, Onboarding, Middle Office, FX Options, Trading, Banking, Financial Risk
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Operations Management
Marcia Swaybill's Merrill Lynch Experience 1982 - 1985
Job Paralegal, Organizer, Administrator
Industry Law Practice
Experience
The Ingber Law Firm September 2010 - April 2013
Mele & Associates, LLC August 2007 - September 2008
The New School July 1992 - October 1996
St. Joseph's College June 1989 - June 1992
NYS Department of Law October 1985 - June 1989
Merrill Lynch & Co. January 1982 - May 1985
merrill lynch 1982 - 1985
Skills
Legal Writing, Litigation, Legal Research, Westlaw, Civil Litigation, Courts
Education
City University of New York-Brooklyn College 1992 — 1995
MA, English
Baruch College, City University of New York (CUNY) 1985 — 1989
BA, English
The Ingber Law Firm September 2010 - April 2013
Mele & Associates, LLC August 2007 - September 2008
The New School July 1992 - October 1996
St. Joseph's College June 1989 - June 1992
NYS Department of Law October 1985 - June 1989
Merrill Lynch & Co. January 1982 - May 1985
merrill lynch 1982 - 1985
Skills
Legal Writing, Litigation, Legal Research, Westlaw, Civil Litigation, Courts
Education
City University of New York-Brooklyn College 1992 — 1995
MA, English
Baruch College, City University of New York (CUNY) 1985 — 1989
BA, English
Lydia Nunez's Merrill Lynch Experience August 2006 - March 2009
Job Control Officer/Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2012 - Present
Wells Fargo March 2009 - January 2012
Merrill Lynch August 2006 - March 2009
Merrill Lynch January 2002 - August 2006
Skills
Series 7, Wealth Management, CRM, Financial Risk, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Business Managment
Credit Suisse January 2012 - Present
Wells Fargo March 2009 - January 2012
Merrill Lynch August 2006 - March 2009
Merrill Lynch January 2002 - August 2006
Skills
Series 7, Wealth Management, CRM, Financial Risk, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Business Managment
Nikos Kardassis's Merrill Lynch Experience 2005 - 2007
Job EVP and Head of Investment Services Product Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Jet Airways June 2008 - June 2013
Merrill Lynch 2005 - 2007
Merrill Lynch 2001 - 2005
Jet Airways July 1993 - July 1999
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investments, Risk Management, Asset Managment, Equities, Leadership, Business Strategy, Investment Banking, Strategic Planning, Financial Analysis, Insurance, Series 7, Mutual Funds, Financial Services, Securities, Asset Management, Alternative Investments, Investment Advisory, Capital Markets, Strategy, Fixed Income, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Finance, Private Equity, Due Diligence, Derivatives, Valuation, Hedge Funds, Restructuring, Banking, Relationship Management, Credit, Corporate Development, Sales Management, Financial Advisory, Six Sigma, Business Analysis, Business Process..., Talent Management, Human Resources, Sales Operations, Trading, Management
Education
City University of New York-Baruch College 1979 — 1983
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
BNY Mellon April 2014 - Present
Jet Airways June 2008 - June 2013
Merrill Lynch 2005 - 2007
Merrill Lynch 2001 - 2005
Jet Airways July 1993 - July 1999
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investments, Risk Management, Asset Managment, Equities, Leadership, Business Strategy, Investment Banking, Strategic Planning, Financial Analysis, Insurance, Series 7, Mutual Funds, Financial Services, Securities, Asset Management, Alternative Investments, Investment Advisory, Capital Markets, Strategy, Fixed Income, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Finance, Private Equity, Due Diligence, Derivatives, Valuation, Hedge Funds, Restructuring, Banking, Relationship Management, Credit, Corporate Development, Sales Management, Financial Advisory, Six Sigma, Business Analysis, Business Process..., Talent Management, Human Resources, Sales Operations, Trading, Management
Education
City University of New York-Baruch College 1979 — 1983
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Kelly Ifill's Merrill Lynch Experience June 2006 - September 2006
Job MBA Candidate Columbia Business School
Industry Education Management
Experience
Ascend Learning Charter Schools June 2013 - January 2014
Escola Americana do Rio de Janeiro August 2012 - August 2013
NYC Department of Education August 2007 - August 2012
NYC Department of Education September 2010 - 2012
Merrill Lynch June 2006 - September 2006
Moodys Investor Services June 2005 - September 2005
Skills
SDLC, Ruby
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Saint John's University 2007 — 2009
Masters of Arts, Secondary Mathematics Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Arts, Mathematics
Ascend Learning Charter Schools June 2013 - January 2014
Escola Americana do Rio de Janeiro August 2012 - August 2013
NYC Department of Education August 2007 - August 2012
NYC Department of Education September 2010 - 2012
Merrill Lynch June 2006 - September 2006
Moodys Investor Services June 2005 - September 2005
Skills
SDLC, Ruby
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Saint John's University 2007 — 2009
Masters of Arts, Secondary Mathematics Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Arts, Mathematics
Natalia Zvereva's Merrill Lynch Experience June 2008 - August 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
JP Morgan March 2011 - February 2012
MF Global October 2009 - March 2011
Brown Brothers Harriman October 2008 - February 2009
Merrill Lynch June 2008 - August 2008
Knight Vinke Asset Management January 2008 - May 2008
Merrill Lynch December 2006 - February 2008
Bentley Assets Group, LLC May 2006 - September 2006
Skills
Account Reconciliation, Hedge Funds, Fixed Income, Macroeconomics, Derivatives, ISDA, Bloomberg, FX Derivatives, Interest Rate..., Market Risk, Risk Management, Trading, Financial Risk, Equities, Equity Derivatives, VBA, Credit Risk, Asset Management, Analysis, Options, FX Options, Valuation, Capital Markets, VAR, Corporate Finance, Financial Modeling, Bloomberg Terminal, Emerging Markets, Financial Markets, Hedging, Equity Trading, Commodity, Investment Banking, Portfolio Management, FX trading, Foreign Exchange, Quantitative Finance
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Master's in Mathematics of Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance & Investments
J.P. Morgan February 2012 - Present
JP Morgan March 2011 - February 2012
MF Global October 2009 - March 2011
Brown Brothers Harriman October 2008 - February 2009
Merrill Lynch June 2008 - August 2008
Knight Vinke Asset Management January 2008 - May 2008
Merrill Lynch December 2006 - February 2008
Bentley Assets Group, LLC May 2006 - September 2006
Skills
Account Reconciliation, Hedge Funds, Fixed Income, Macroeconomics, Derivatives, ISDA, Bloomberg, FX Derivatives, Interest Rate..., Market Risk, Risk Management, Trading, Financial Risk, Equities, Equity Derivatives, VBA, Credit Risk, Asset Management, Analysis, Options, FX Options, Valuation, Capital Markets, VAR, Corporate Finance, Financial Modeling, Bloomberg Terminal, Emerging Markets, Financial Markets, Hedging, Equity Trading, Commodity, Investment Banking, Portfolio Management, FX trading, Foreign Exchange, Quantitative Finance
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Master's in Mathematics of Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance & Investments
Jackie Junttonen's Merrill Lynch Experience October 2006 - June 2009
Job Outreach Coordinator at GrowNYC
Industry Program Development
Experience
GrowNYC September 2014 - Present
GrowNYC May 2013 - November 2014
Bike New York September 2014 - October 2014
Bike New York July 2014 - August 2014
Snug Harbor Cultural Center & Botanic Garden May 2013 - June 2014
Harvy Surgical Supply Corp. May 2011 - 2014
Five Borough Bicycle Club 2012 - 2012
The Custom Group Inc. 2011 - 2011
Creative Promotional Merchandise 2010 - 2011
Merrill Lynch October 2006 - June 2009
Skills
Creative Direction, Advertising, Adobe Creative Suite, Graphic Design, Art Direction, Corporate Communications, Brand Development, Corporate Branding, Photoshop, Integrated Marketing, InDesign, Photography, Digital Marketing, Graphics, Strategic Planning, Customer Service, Image Manipulation, Compost, Recycling, Sustainability Education, Community Outreach, Volunteer Management, Project Management, Web Design, CRM, Layout
Education
Noble Desktop 2009 — 2010
certificate, Flash, Dreamweaver, Fireworks
Baruch College, City University of New York (CUNY) 2007 — 2008
CaPS, Management
Fashion Institute of Technology 1988 — 1990
Bachelor, Fine Art
Fashion Institute of Technology 1985 — 1987
Associate, Fine Art
The High School of Art and Design 1982 — 1985
HS diploma, Advertising Design
Baruch College
Fashion Institute of Technology
Baccalaureate Degree of Fine Arts
GrowNYC September 2014 - Present
GrowNYC May 2013 - November 2014
Bike New York September 2014 - October 2014
Bike New York July 2014 - August 2014
Snug Harbor Cultural Center & Botanic Garden May 2013 - June 2014
Harvy Surgical Supply Corp. May 2011 - 2014
Five Borough Bicycle Club 2012 - 2012
The Custom Group Inc. 2011 - 2011
Creative Promotional Merchandise 2010 - 2011
Merrill Lynch October 2006 - June 2009
Skills
Creative Direction, Advertising, Adobe Creative Suite, Graphic Design, Art Direction, Corporate Communications, Brand Development, Corporate Branding, Photoshop, Integrated Marketing, InDesign, Photography, Digital Marketing, Graphics, Strategic Planning, Customer Service, Image Manipulation, Compost, Recycling, Sustainability Education, Community Outreach, Volunteer Management, Project Management, Web Design, CRM, Layout
Education
Noble Desktop 2009 — 2010
certificate, Flash, Dreamweaver, Fireworks
Baruch College, City University of New York (CUNY) 2007 — 2008
CaPS, Management
Fashion Institute of Technology 1988 — 1990
Bachelor, Fine Art
Fashion Institute of Technology 1985 — 1987
Associate, Fine Art
The High School of Art and Design 1982 — 1985
HS diploma, Advertising Design
Baruch College
Fashion Institute of Technology
Baccalaureate Degree of Fine Arts
Marsha Kindell's Merrill Lynch Experience 2008 - 2012
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - 2012
Skills
Investments, Banking, Asset Management, Credit, Financial Analysis, Financial Services
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance and Investments
Merrill Lynch 2008 - 2012
Skills
Investments, Banking, Asset Management, Credit, Financial Analysis, Financial Services
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Finance and Investments
Kathy Turck Rose's Merrill Lynch Experience 2006 - 2009
Job Senior Risk Management Professional Retired
Industry Insurance
Experience
Retired November 2014 - Present
Sony Corporation of America 2009 - November 2014
Merrill Lynch 2006 - 2009
Marsh 2000 - 2005
ASARCO 1997 - 2000
Coopers & Lybrand 1994 - 1997
ITT 1980 - 1994
Skills
Risk Management, Financial Risk, Enterprise Risk..., Underwriting, Strategy, Mergers & Acquisitions, Leadership, Financial Analysis, Insurance, Due Diligence, Negotiation, Financial Services, Financial Modeling, Portfolio Management, Finance
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Computer Science/Statistics
Retired November 2014 - Present
Sony Corporation of America 2009 - November 2014
Merrill Lynch 2006 - 2009
Marsh 2000 - 2005
ASARCO 1997 - 2000
Coopers & Lybrand 1994 - 1997
ITT 1980 - 1994
Skills
Risk Management, Financial Risk, Enterprise Risk..., Underwriting, Strategy, Mergers & Acquisitions, Leadership, Financial Analysis, Insurance, Due Diligence, Negotiation, Financial Services, Financial Modeling, Portfolio Management, Finance
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Computer Science/Statistics
Heidi Wang-Hyman's Merrill Lynch Experience October 1999 - July 2002
Job Business Operations
Industry Hospital & Health Care
Experience
Montefiore Information Technology September 2014 - Present
Clifford Chance US LLP July 2002 - September 2014
Merrill Lynch October 1999 - July 2002
Rabobank 1997 - 2000
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Finance / Investments
Montefiore Information Technology September 2014 - Present
Clifford Chance US LLP July 2002 - September 2014
Merrill Lynch October 1999 - July 2002
Rabobank 1997 - 2000
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Finance / Investments
Katherine Zhukoff's Merrill Lynch Experience April 2013 - April 2014
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Merrill Lynch April 2013 - April 2014
Goldman Sachs May 2011 - March 2013
JP Morgan Chase July 2006 - May 2011
UNFCU - Raymond James Financial Services 2005 - 2006
Law Office 2005 - 2006
Merrill Lynch January 2005 - May 2005
Skills
Capital Markets, Financial Analysis, Equities, Financial Modeling, Investment Banking, Derivatives, Enterprise Risk..., Risk Management, Financial Risk, Credit Risk, Corporate Finance, Banking, Finance, Internal Audit, Portfolio Management, Valuation, Due Diligence, Securities, Operational Risk, Financial Reporting, Private Equity, Hedge Funds, Fixed Income, Structured Products, Asset Management, Market Risk, Bloomberg, Financial Services, Business Analysis, Basel II, Bonds, AML, Credit Derivatives, Alternative Investments, Operational Risk...
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
BA Finance, Finance
JPMorgan Chase & Co. June 2015 - Present
Merrill Lynch April 2013 - April 2014
Goldman Sachs May 2011 - March 2013
JP Morgan Chase July 2006 - May 2011
UNFCU - Raymond James Financial Services 2005 - 2006
Law Office 2005 - 2006
Merrill Lynch January 2005 - May 2005
Skills
Capital Markets, Financial Analysis, Equities, Financial Modeling, Investment Banking, Derivatives, Enterprise Risk..., Risk Management, Financial Risk, Credit Risk, Corporate Finance, Banking, Finance, Internal Audit, Portfolio Management, Valuation, Due Diligence, Securities, Operational Risk, Financial Reporting, Private Equity, Hedge Funds, Fixed Income, Structured Products, Asset Management, Market Risk, Bloomberg, Financial Services, Business Analysis, Basel II, Bonds, AML, Credit Derivatives, Alternative Investments, Operational Risk...
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
BA Finance, Finance
Nikos Kardassis's Merrill Lynch Experience January 2005 - March 2008
Job Head of the Americas at Jet Airways
Industry Airlines/Aviation
Experience
Jet Airways June 2008 - Present
Merrill Lynch January 2005 - March 2008
Merrill Lynch 2001 - 2004
GE Capital Aviation Services 1999 - 2001
Education
Baruch College, City University of New York (CUNY) 1981 — 1984
MBA, Finance
Jet Airways June 2008 - Present
Merrill Lynch January 2005 - March 2008
Merrill Lynch 2001 - 2004
GE Capital Aviation Services 1999 - 2001
Education
Baruch College, City University of New York (CUNY) 1981 — 1984
MBA, Finance
Jennifer Ruan's Merrill Lynch Experience July 2008 - June 2009
Job Assistant Vice President, Credit Risk Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
JPMorgan Chase October 2012 - April 2014
Bank of America Corporation July 2009 - October 2012
Merrill Lynch July 2008 - June 2009
Morgan Stanley August 2007 - July 2008
Morgan Stanley May 2007 - August 2007
U.S. Securities and Exchange Commission February 2007 - May 2007
Chubb Group of Insurance Companies February 2006 - February 2007
First Investors May 2006 - August 2006
Skills
Finance, Portfolio Management, Financial Risk, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Trading, Capital Markets, Securities
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investment/Economics
Deutsche Bank May 2014 - Present
JPMorgan Chase October 2012 - April 2014
Bank of America Corporation July 2009 - October 2012
Merrill Lynch July 2008 - June 2009
Morgan Stanley August 2007 - July 2008
Morgan Stanley May 2007 - August 2007
U.S. Securities and Exchange Commission February 2007 - May 2007
Chubb Group of Insurance Companies February 2006 - February 2007
First Investors May 2006 - August 2006
Skills
Finance, Portfolio Management, Financial Risk, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Trading, Capital Markets, Securities
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investment/Economics
Keren Salem's Merrill Lynch Experience March 2006 - July 2010
Job at Bank of América Merrill Lynch
Industry Financial Services
Experience
Bank of América Merrill Lynch July 2011 - Present
Royal Bank of Scotland June 2010 - July 2011
Merrill Lynch March 2006 - July 2010
NASD November 2002 - March 2006
National Futures Association January 1999 - November 2002
NFA 1999 - 2002
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Accountancy
Bank of América Merrill Lynch July 2011 - Present
Royal Bank of Scotland June 2010 - July 2011
Merrill Lynch March 2006 - July 2010
NASD November 2002 - March 2006
National Futures Association January 1999 - November 2002
NFA 1999 - 2002
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Accountancy
Lionel J. Richardson's Merrill Lynch Experience July 2004 - June 2006
Job Senior Control Officer, SVP at Citigroup
Industry Financial Services
Experience
Citigroup November 2012 - Present
Morgan Stanley Smith Barney December 2010 - November 2012
Smith Barney April 2008 - December 2010
Smith Barney June 2006 - April 2008
Merrill Lynch July 2004 - June 2006
Smith Barney July 2001 - July 2004
Skills
Series 7, Securities, Series 63, FINRA, AML, Due Diligence, USA PATRIOT Act, Risk Management, Mutual Funds, Compliance, Internal Controls
Education
CORNELL UNIVERSITY 2008 — 2010
MBA, MANAGEMENT
Baruch College 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Citigroup November 2012 - Present
Morgan Stanley Smith Barney December 2010 - November 2012
Smith Barney April 2008 - December 2010
Smith Barney June 2006 - April 2008
Merrill Lynch July 2004 - June 2006
Smith Barney July 2001 - July 2004
Skills
Series 7, Securities, Series 63, FINRA, AML, Due Diligence, USA PATRIOT Act, Risk Management, Mutual Funds, Compliance, Internal Controls
Education
CORNELL UNIVERSITY 2008 — 2010
MBA, MANAGEMENT
Baruch College 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Mark L Williams's Merrill Lynch Experience 1998 - 2008
Job Director at BlackRock Inc
Industry Investment Management
Experience
BlackRock March 2015 - Present
Barclays Capital August 2010 - March 2015
GE Commercial Real Estate September 2008 - August 2010
Merrill Lynch 1998 - 2008
KPMG 1993 - 1995
Skills
Tax, International Tax, Financial Reporting, Tax Accounting, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Big 4, Risk Management, SEC filings, Corporate Finance, Accounting, Due Diligence, SEC Filings, Internal Controls
Education
Baruch College
BBA, Accountancy
BlackRock March 2015 - Present
Barclays Capital August 2010 - March 2015
GE Commercial Real Estate September 2008 - August 2010
Merrill Lynch 1998 - 2008
KPMG 1993 - 1995
Skills
Tax, International Tax, Financial Reporting, Tax Accounting, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Big 4, Risk Management, SEC filings, Corporate Finance, Accounting, Due Diligence, SEC Filings, Internal Controls
Education
Baruch College
BBA, Accountancy
Jerry Efremides's Merrill Lynch Experience January 2005 - October 2008
Job Managing Partner at New Rome Capital
Industry Financial Services
Experience
New Rome Capital Management August 2015 - Present
WFP Management, Monarch Partners Fund November 2011 - June 2015
The Triumph Group January 2011 - November 2011
Madison Proprietary Trading LLC February 2009 - November 2010
Merrill Lynch January 2005 - October 2008
Skills
Hedge Funds, Fixed Income, Bloomberg, Morningstar, Market Making, Trading, Equities, Portfolio Management, Capital Markets, Derivatives, Series 7, Investment Banking, Asset Allocation, Financial Analysis, Investments, Financial Modeling, Alternative Investments, Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Finance
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor's degree, Finance and Financial Management Services
New Rome Capital Management August 2015 - Present
WFP Management, Monarch Partners Fund November 2011 - June 2015
The Triumph Group January 2011 - November 2011
Madison Proprietary Trading LLC February 2009 - November 2010
Merrill Lynch January 2005 - October 2008
Skills
Hedge Funds, Fixed Income, Bloomberg, Morningstar, Market Making, Trading, Equities, Portfolio Management, Capital Markets, Derivatives, Series 7, Investment Banking, Asset Allocation, Financial Analysis, Investments, Financial Modeling, Alternative Investments, Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Finance
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor's degree, Finance and Financial Management Services
Jim D'Arienzo's Merrill Lynch Experience 2001 - 2011
Job Systems Analyst
Industry Computer Software
Experience
Systems Analyst 2001 - 2011
Merrill Lynch 2001 - 2011
J.P. Morgan 1995 - 1997
Skills
HP NonStop, COBOL, SQL, Business Analysis, Production Support, Application Development
Education
Pace University 1979 — 1981
Accounting / Computer Science
Baruch College 1970 — 1973
Accounting
Systems Analyst 2001 - 2011
Merrill Lynch 2001 - 2011
J.P. Morgan 1995 - 1997
Skills
HP NonStop, COBOL, SQL, Business Analysis, Production Support, Application Development
Education
Pace University 1979 — 1981
Accounting / Computer Science
Baruch College 1970 — 1973
Accounting
Gehang Yu's Merrill Lynch Experience April 2000 - August 2003
Job Market Risk Analyst at CIC
Industry Financial Services
Experience
CIC June 2014 - Present
RBS Global Banking & Markets January 2011 - May 2014
Societe Generale Corporate & Investment Banking March 2007 - December 2010
Barclays Capital April 2005 - March 2007
Deutsche Bank March 2004 - March 2005
Merrill Lynch April 2000 - August 2003
Skills
Interest Rate..., Fixed Income
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
MS
Peking University 1987 — 1991
BS
CIC June 2014 - Present
RBS Global Banking & Markets January 2011 - May 2014
Societe Generale Corporate & Investment Banking March 2007 - December 2010
Barclays Capital April 2005 - March 2007
Deutsche Bank March 2004 - March 2005
Merrill Lynch April 2000 - August 2003
Skills
Interest Rate..., Fixed Income
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
MS
Peking University 1987 — 1991
BS
Giovanny Onate's Merrill Lynch Experience November 2007 - May 2010
Job Director, Head of iShares Institutional Sales Mexico at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock June 2012 - Present
BlackRock May 2010 - May 2012
Merrill Lynch November 2007 - May 2010
Skills
Portfolio Management, Series 63, ETFs, Fixed Income, Alternative Investments, Equities, Hedge Funds, Series 7, Mutual Funds, Asset Managment, Investment Strategies, Asset Allocation, Investments, Investment Advisory, Investment Management, Asset Management, Wealth Management, Uniform Combined State..., Securities, Capital Markets, Bloomberg, Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
City University of New York-Baruch College 2003 — 2007
BBA
BlackRock January 2014 - Present
BlackRock June 2012 - Present
BlackRock May 2010 - May 2012
Merrill Lynch November 2007 - May 2010
Skills
Portfolio Management, Series 63, ETFs, Fixed Income, Alternative Investments, Equities, Hedge Funds, Series 7, Mutual Funds, Asset Managment, Investment Strategies, Asset Allocation, Investments, Investment Advisory, Investment Management, Asset Management, Wealth Management, Uniform Combined State..., Securities, Capital Markets, Bloomberg, Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
City University of New York-Baruch College 2003 — 2007
BBA
Jennifer Feng's Merrill Lynch Experience 1998 - 2007
Job Student at Baruch College, City University of New York (CUNY)
Industry Information Technology and Services
Experience
Banc of America Securities 2008 - 2011
Merrill Lynch 1998 - 2007
Skills
Technical work..., Microsoft Office Suite..., Computer Language:..., Internet Technology:..., Database: ORACLE..., Operation System:..., Middleware: IBM MQ..., Development Tool:..., Version Control: MS..., QA Tool – In-house..., Document Management..., Agile Methodologies, Business Analysis, Oracle, Requirements Analysis, SDLC, SQL, Software Development, Software Project..., Talent Acquisition, Technical Recruiting
Education
AVTech Institute of Technology
Baruch College, City University of New York (CUNY)
Bachelor's degree, IIBA Certification Candidate
City University of Baruch College at NY,
Bachelor's degree, Computer Information Management
Banc of America Securities 2008 - 2011
Merrill Lynch 1998 - 2007
Skills
Technical work..., Microsoft Office Suite..., Computer Language:..., Internet Technology:..., Database: ORACLE..., Operation System:..., Middleware: IBM MQ..., Development Tool:..., Version Control: MS..., QA Tool – In-house..., Document Management..., Agile Methodologies, Business Analysis, Oracle, Requirements Analysis, SDLC, SQL, Software Development, Software Project..., Talent Acquisition, Technical Recruiting
Education
AVTech Institute of Technology
Baruch College, City University of New York (CUNY)
Bachelor's degree, IIBA Certification Candidate
City University of Baruch College at NY,
Bachelor's degree, Computer Information Management
Gigi Ramos's Merrill Lynch Experience 1999 - 2003
Job Health and Technology
Industry Religious Institutions
Experience
Park Gardens Rehabilitation and Nursing Center September 2014 - Present
Infusion Options May 2014 - Present
Faith Fellowship Ministries September 2005 - Present
Great China Empire and Paris Accessories August 2003 - September 2005
Merrill Lynch 1999 - 2003
Prudential Financial 1994 - 1999
Skills
Data Center, Outlook, Project Management, System Administration, Infrastructure, Management, Leadership, Technical Support, Research, ITIL, Process Improvement, Nonprofits, Disaster Recovery, Windows Server, Software Documentation, Change Management, Microsoft Excel, Help Desk Support, IT Management, Networking, Customer Service, Troubleshooting, Vendor Management, Program Management, Active Directory, Business Analysis, Training, Public Speaking, Healthcare, Strategic Planning, Team Leadership, Leadership Development, Microsoft Office, Windows, Health Assessment, Teaching, IV Therapy
Education
Fort Hays State University 2013 — 2015
Bachelor's Degree, Nursing Science
Borough of Manhattan Community College 2009 — 2012
Associate's Degree, Registered Nursing/Registered Nurse
Baruch College, City University of New York (CUNY) 1988 — 1990
BBA, Computer Information Systems
Park Gardens Rehabilitation and Nursing Center September 2014 - Present
Infusion Options May 2014 - Present
Faith Fellowship Ministries September 2005 - Present
Great China Empire and Paris Accessories August 2003 - September 2005
Merrill Lynch 1999 - 2003
Prudential Financial 1994 - 1999
Skills
Data Center, Outlook, Project Management, System Administration, Infrastructure, Management, Leadership, Technical Support, Research, ITIL, Process Improvement, Nonprofits, Disaster Recovery, Windows Server, Software Documentation, Change Management, Microsoft Excel, Help Desk Support, IT Management, Networking, Customer Service, Troubleshooting, Vendor Management, Program Management, Active Directory, Business Analysis, Training, Public Speaking, Healthcare, Strategic Planning, Team Leadership, Leadership Development, Microsoft Office, Windows, Health Assessment, Teaching, IV Therapy
Education
Fort Hays State University 2013 — 2015
Bachelor's Degree, Nursing Science
Borough of Manhattan Community College 2009 — 2012
Associate's Degree, Registered Nursing/Registered Nurse
Baruch College, City University of New York (CUNY) 1988 — 1990
BBA, Computer Information Systems
Linda Verona's Merrill Lynch Experience July 1994 - August 1996
Job Exchange Coordinator, Supply & Product Trading
Industry Oil & Energy
Experience
Hess Corporation January 2006 - Present
Hess Corporation August 2002 - December 2005
Sempra Energy Trading & Energy America LLC May 2000 - August 2002
Hess Corporation September 1997 - May 2000
Hess Corporation November 1985 - August 1997
Merrill Lynch July 1994 - August 1996
Skills
Natural Gas, Oil/Gas, Energy Markets, Pipelines, SAP, Logistics, Process Improvement, Trading, Oil & Gas, Negotiation, Contract Management, Upstream, Contract Negotiation, Pricing, Operations Management, Renewable Energy, Oil & Gas Industry, Procurement, Risk Management
Education
Baruch College, City University of New York (CUNY)
Essentials of Human Resource Management
Baruch College, City University of New York (CUNY)
Customs Tariff Classification, Import Regulations, Entry Workshop
Technical Institute of America
Microsoft Office - Excel & Word
Berkeley College - New Jersey
Executive Assistant/Executive Secretary
Brookdale Community College
Associate's degree, Business Administration and Management, General
Hess Corporation January 2006 - Present
Hess Corporation August 2002 - December 2005
Sempra Energy Trading & Energy America LLC May 2000 - August 2002
Hess Corporation September 1997 - May 2000
Hess Corporation November 1985 - August 1997
Merrill Lynch July 1994 - August 1996
Skills
Natural Gas, Oil/Gas, Energy Markets, Pipelines, SAP, Logistics, Process Improvement, Trading, Oil & Gas, Negotiation, Contract Management, Upstream, Contract Negotiation, Pricing, Operations Management, Renewable Energy, Oil & Gas Industry, Procurement, Risk Management
Education
Baruch College, City University of New York (CUNY)
Essentials of Human Resource Management
Baruch College, City University of New York (CUNY)
Customs Tariff Classification, Import Regulations, Entry Workshop
Technical Institute of America
Microsoft Office - Excel & Word
Berkeley College - New Jersey
Executive Assistant/Executive Secretary
Brookdale Community College
Associate's degree, Business Administration and Management, General
Mike Castellano's Merrill Lynch Experience 1991 - 2001
Job Senior Advisor at Lazard
Industry Investment Banking
Experience
BlackRock Closed End Funds April 2011 - Present
Lazard April 2011 - March 2012
Lazard August 2001 - April 2011
Merrill Lynch 1991 - 2001
Deloitte 1967 - 1991
Skills
Finance, Accounting,...
Education
Baruch College, City University of New York (CUNY) 1963 — 1967
Bachelor of Business Administration (BBA), Accounting
CCNY - Bernard Baruch School of Business Administration 1963 — 1967
Bachelor of Business Administration (BBA), Accounting
BlackRock Closed End Funds April 2011 - Present
Lazard April 2011 - March 2012
Lazard August 2001 - April 2011
Merrill Lynch 1991 - 2001
Deloitte 1967 - 1991
Skills
Finance, Accounting,...
Education
Baruch College, City University of New York (CUNY) 1963 — 1967
Bachelor of Business Administration (BBA), Accounting
CCNY - Bernard Baruch School of Business Administration 1963 — 1967
Bachelor of Business Administration (BBA), Accounting
Keita Browne's Merrill Lynch Experience October 2003 - February 2005
Job Snr Financial Analyst
Industry Mining & Metals
Experience
Global Advanced Metals January 2013 - Present
Capital One March 2012 - November 2012
Gulf Oil March 2010 - March 2012
Pershing, a BNY Mellon company May 2005 - March 2007
Merrill Lynch October 2003 - February 2005
Skills
Financial Analysis, Financial Modeling, Corporate Finance, VBA, Business Strategy, Financial Risk, Valuation, Risk Management, Strategy, Finance, Investments, Analysis, Forecasting, Financial Reporting, Portfolio Management, Management
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
City University of New York-Baruch College 1996 — 2000
BBA, Finance
Global Advanced Metals January 2013 - Present
Capital One March 2012 - November 2012
Gulf Oil March 2010 - March 2012
Pershing, a BNY Mellon company May 2005 - March 2007
Merrill Lynch October 2003 - February 2005
Skills
Financial Analysis, Financial Modeling, Corporate Finance, VBA, Business Strategy, Financial Risk, Valuation, Risk Management, Strategy, Finance, Investments, Analysis, Forecasting, Financial Reporting, Portfolio Management, Management
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
City University of New York-Baruch College 1996 — 2000
BBA, Finance
Jerome Davies, CPA's Merrill Lynch Experience May 2002 - July 2006
Job Manager at Wade J. Bowden & Company CPAs P.C.
Industry Accounting
Experience
Wade J. Bowden & Company CPAs P.C. September 2010 - Present
YieldQuest Advisors/Securities, LLC. December 2006 - May 2009
Merrill Lynch May 2002 - July 2006
Bear Stearns July 1995 - October 2001
Skills
Auditing, Accounting, Financial Analysis, Investments, GAAP, Forecasting, Tax, Asset Managment, Mutual Funds, General Ledger, Business Analysis, SEC filings, SQL, Broker-Dealer, Six Sigma, CPA, FINOP, Compilation Of..., Financial Statement..., Project Management, Staff Management, Corporate Tax, Income Tax, Finance, Financial Reporting, Internal Controls, Asset Management, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MS, Business CIS
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Accounting
Wade J. Bowden & Company CPAs P.C. September 2010 - Present
YieldQuest Advisors/Securities, LLC. December 2006 - May 2009
Merrill Lynch May 2002 - July 2006
Bear Stearns July 1995 - October 2001
Skills
Auditing, Accounting, Financial Analysis, Investments, GAAP, Forecasting, Tax, Asset Managment, Mutual Funds, General Ledger, Business Analysis, SEC filings, SQL, Broker-Dealer, Six Sigma, CPA, FINOP, Compilation Of..., Financial Statement..., Project Management, Staff Management, Corporate Tax, Income Tax, Finance, Financial Reporting, Internal Controls, Asset Management, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MS, Business CIS
Baruch College, City University of New York (CUNY) 1988 — 1993
BBA, Accounting
Liliana VanVort's Merrill Lynch Experience December 1989 - December 1994
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
Lincoln Financial Group. February 2011 - November 2011
The Pinnacle Group November 2009 - December 2010
American Funds September 2003 - July 2009
Sage Life Assurance July 2002 - January 2003
J&W Seligman 1998 - 2001
Seligman Advisors March 1995 - March 1998
Merrill Lynch December 1989 - December 1994
Skills
Bilingual-Spanish, Computer Literate, Problem Solving, Compliance, New Business Development, Teamwork, Insurance, Securities, Mutual Funds, Finance, Retirement Planning, Financial Services, Customer Service, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, International Marketing
Edward Jones April 2012 - Present
Lincoln Financial Group. February 2011 - November 2011
The Pinnacle Group November 2009 - December 2010
American Funds September 2003 - July 2009
Sage Life Assurance July 2002 - January 2003
J&W Seligman 1998 - 2001
Seligman Advisors March 1995 - March 1998
Merrill Lynch December 1989 - December 1994
Skills
Bilingual-Spanish, Computer Literate, Problem Solving, Compliance, New Business Development, Teamwork, Insurance, Securities, Mutual Funds, Finance, Retirement Planning, Financial Services, Customer Service, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, International Marketing
Huntley Harvey's Merrill Lynch Experience January 2001 - May 2003
Job Business Analyst at (Company Confidential)
Industry Information Technology and Services
Experience
Company Confidential December 2012 - Present
Simplicato Inc. January 2008 - December 2012
Harvey Hosting Solutions May 2003 - January 2008
Merrill Lynch January 2001 - May 2003
Sticky Networks September 1999 - December 2001
McAfee Security July 1995 - September 1999
Skills
SDLC, SQL, Quality Assurance, Project Management, Testing, Agile Methodologies, Process Improvement, Requirements Analysis, Test Planning, Software Development, Test Automation, Program Management, Software Project..., Integration
Education
Baruch College, City University of New York (CUNY)
Company Confidential December 2012 - Present
Simplicato Inc. January 2008 - December 2012
Harvey Hosting Solutions May 2003 - January 2008
Merrill Lynch January 2001 - May 2003
Sticky Networks September 1999 - December 2001
McAfee Security July 1995 - September 1999
Skills
SDLC, SQL, Quality Assurance, Project Management, Testing, Agile Methodologies, Process Improvement, Requirements Analysis, Test Planning, Software Development, Test Automation, Program Management, Software Project..., Integration
Education
Baruch College, City University of New York (CUNY)
Jonathan Chubak,MBA,CRPC®'s Merrill Lynch Experience January 2006 - December 2007
Job Financial Advisor at Citi PWM
Industry Financial Services
Experience
Citi September 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - September 2014
Morgan Stanley January 2008 - October 2013
Merrill Lynch January 2006 - December 2007
Skills
Series 7, Equities, Financial Modeling, Investments, Portfolio Management, Wealth Management, Financial Analysis, Securities, Mutual Funds, Asset Management, Investment Advisory, Alternative Investments, Asset Allocation, Finance, Investment Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (MBA)
Queens College 2001 — 2004
Bachelor of Arts (B.A.), Economics
Citi September 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - September 2014
Morgan Stanley January 2008 - October 2013
Merrill Lynch January 2006 - December 2007
Skills
Series 7, Equities, Financial Modeling, Investments, Portfolio Management, Wealth Management, Financial Analysis, Securities, Mutual Funds, Asset Management, Investment Advisory, Alternative Investments, Asset Allocation, Finance, Investment Strategies
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Master of Business Administration (MBA)
Queens College 2001 — 2004
Bachelor of Arts (B.A.), Economics
Lydia Nunez's Merrill Lynch Experience June 2006 - March 2009
Job Vice President /Sales Supervisor Analyst/Latin America Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2009 - Present
Merrill Lynch June 2006 - March 2009
Merrill Lynch January 2002 - June 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, BUSINESS ADMINISTRATION
Wells Fargo Advisors, LLC March 2009 - Present
Merrill Lynch June 2006 - March 2009
Merrill Lynch January 2002 - June 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, BUSINESS ADMINISTRATION
Law (Lawrence) Tope's Merrill Lynch Experience 2008 - 2009
Job Director of the Board at TASCHH
Industry Marketing and Advertising
Experience
TASCHH 2014 - Present
LNYCE Management LLC 2013 - Present
Dealogic 2009 - 2013
Wolfensohn & Co. 2008 - 2009
Merrill Lynch 2008 - 2009
New York State Psychiatric Institute at Columbia University 2007 - 2008
Business Department at Stony Brook University 2006 - 2007
Skills
Financial Modeling, Social Media Marketing, Analytics, Mobile Marketing, Direct Marketing, Facebook Marketing, Equities, Valuation, Investment Banking, Capital Markets, Mobile Devices, Mobile Applications
Education
City University of New York-Baruch College - Zicklin School of Business
B.B.A., Finance and Mathematics
SUNY Stony Brook
TASCHH 2014 - Present
LNYCE Management LLC 2013 - Present
Dealogic 2009 - 2013
Wolfensohn & Co. 2008 - 2009
Merrill Lynch 2008 - 2009
New York State Psychiatric Institute at Columbia University 2007 - 2008
Business Department at Stony Brook University 2006 - 2007
Skills
Financial Modeling, Social Media Marketing, Analytics, Mobile Marketing, Direct Marketing, Facebook Marketing, Equities, Valuation, Investment Banking, Capital Markets, Mobile Devices, Mobile Applications
Education
City University of New York-Baruch College - Zicklin School of Business
B.B.A., Finance and Mathematics
SUNY Stony Brook
Muntazir Somji's Merrill Lynch Experience 1988 - 1998
Job Messaging Engineer at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wachovia, A Wells Fargo Company Messaging EngineerWells Fargo2009 - Present
Wells Fargo Bank 2005 - Present
Merrill Lynch 1988 - 1998
Skills
Enterprise Architecture, Disaster Recovery, Blackberry Enterprise..., Blackberry, Lotus Notes, Vendor Management, Microsoft Exchange, Servers, Active Directory, IT Management, Messaging, VMware, IT Strategy, SDLC, SharePoint, Visio, System Deployment, ITIL, Virtualization, Windows Server, Business Analysis, Integration, System Administration
Education
Baruch College, City University of New York (CUNY)
B.S., Systems Analysis
Baruch College, City University of New York (CUNY)
Bachelor's degree, Computer Systems Analysis
Wachovia, A Wells Fargo Company Messaging EngineerWells Fargo2009 - Present
Wells Fargo Bank 2005 - Present
Merrill Lynch 1988 - 1998
Skills
Enterprise Architecture, Disaster Recovery, Blackberry Enterprise..., Blackberry, Lotus Notes, Vendor Management, Microsoft Exchange, Servers, Active Directory, IT Management, Messaging, VMware, IT Strategy, SDLC, SharePoint, Visio, System Deployment, ITIL, Virtualization, Windows Server, Business Analysis, Integration, System Administration
Education
Baruch College, City University of New York (CUNY)
B.S., Systems Analysis
Baruch College, City University of New York (CUNY)
Bachelor's degree, Computer Systems Analysis
John Yurkowski's Merrill Lynch Experience January 1997 - January 2000
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1999 - Present
Merrill Lynch January 1997 - January 2000
Greenwich Capital MArkets January 1995 - January 2000
UBS January 1992 - January 1997
Bear Stearns January 1987 - January 1990
Skills
Fixed Income, Databases, FX, Trading, Sybase, Data Warehousing, Trading Systems, Perl, Unix, Derivatives, SQL, Linux, FX Options, Exchange Connectivity, Bloomberg, Bonds, Electronic Trading, Financial Risk, Prime Brokerage, Equity Derivatives, Shell Scripting, Market Data, Interest Rate..., Investment Banking, Low Latency, DB2, Hedge Funds, Software Development, Business Analysis, Capital Markets, Reference Data, Enterprise Architecture, Swaps, Credit, Performance Tuning, Equities, SDLC, Market Risk, VBA, Credit Derivatives, Series 7, Team Building, Financial Markets, Rates, Structured Products, CDS, Equity Trading, Options, Quantitative Finance, Distributed Systems
Education
City University of New York-Baruch College 1978 — 1982
BBA, Business Administration and Management, General
Baruch College
Morgan Stanley April 1999 - Present
Merrill Lynch January 1997 - January 2000
Greenwich Capital MArkets January 1995 - January 2000
UBS January 1992 - January 1997
Bear Stearns January 1987 - January 1990
Skills
Fixed Income, Databases, FX, Trading, Sybase, Data Warehousing, Trading Systems, Perl, Unix, Derivatives, SQL, Linux, FX Options, Exchange Connectivity, Bloomberg, Bonds, Electronic Trading, Financial Risk, Prime Brokerage, Equity Derivatives, Shell Scripting, Market Data, Interest Rate..., Investment Banking, Low Latency, DB2, Hedge Funds, Software Development, Business Analysis, Capital Markets, Reference Data, Enterprise Architecture, Swaps, Credit, Performance Tuning, Equities, SDLC, Market Risk, VBA, Credit Derivatives, Series 7, Team Building, Financial Markets, Rates, Structured Products, CDS, Equity Trading, Options, Quantitative Finance, Distributed Systems
Education
City University of New York-Baruch College 1978 — 1982
BBA, Business Administration and Management, General
Baruch College
Margit Elmi-Rannas's Merrill Lynch Experience September 2003 - February 2005
Job Property Accountant at ABS Partners Real Estate
Industry Real Estate
Experience
ABS Partners Real Estate July 2014 - June 2015
Windsor Management Corp. February 2008 - May 2014
Harris Connect February 2005 - February 2008
Merrill Lynch September 2003 - February 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Strategic Planning, Sales, Management, Negotiation, Marketing, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
FInance and Investments
CUNY Baruch College, Zicklin School of Business 2008 — 2010
BS, Finance & Investments
ABS Partners Real Estate July 2014 - June 2015
Windsor Management Corp. February 2008 - May 2014
Harris Connect February 2005 - February 2008
Merrill Lynch September 2003 - February 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Strategic Planning, Sales, Management, Negotiation, Marketing, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
FInance and Investments
CUNY Baruch College, Zicklin School of Business 2008 — 2010
BS, Finance & Investments
Julia Dolinsky's Merrill Lynch Experience 2007 - 2008
Job
Industry Financial Services
Experience
Makosi (Deutsche Bank) February 2013 - August 2013
JMX Capital 2009 - 2011
Morgan Stanley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Equities, Derivatives, Fixed Income, Options, Portfolio Management, Financial Modeling, Securities, Credit Derivatives, Equity Derivatives, Investments, Financial Markets, Asset Management, Market Risk, Alternative Investments, Risk Management, Financial Analysis, Equity Trading, Operational Risk, Financial Services, Valuation, Equity Research, Swaps, Corporate Finance, Bonds, Asset Allocation, Structured Products, Middle Office, Bloomberg, Hedge Funds, Trading Systems, FX Options
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Pyatigorsk State Linguistic University
B.A., Linguistics and Psychology
Makosi (Deutsche Bank) February 2013 - August 2013
JMX Capital 2009 - 2011
Morgan Stanley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Equities, Derivatives, Fixed Income, Options, Portfolio Management, Financial Modeling, Securities, Credit Derivatives, Equity Derivatives, Investments, Financial Markets, Asset Management, Market Risk, Alternative Investments, Risk Management, Financial Analysis, Equity Trading, Operational Risk, Financial Services, Valuation, Equity Research, Swaps, Corporate Finance, Bonds, Asset Allocation, Structured Products, Middle Office, Bloomberg, Hedge Funds, Trading Systems, FX Options
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Pyatigorsk State Linguistic University
B.A., Linguistics and Psychology
Nicholas Ruggiero's Merrill Lynch Experience March 2009 - August 2011
Job Director, Trade Supervision at BofA/Merrill Lynch
Industry Financial Services
Experience
BofA/Merrill Lynch May 2013 - Present
BofA/Merrill Lynch November 2012 - May 2013
Benchmark August 2011 - November 2012
Merrill Lynch March 2009 - August 2011
Banc of America Securities February 2004 - March 2009
Bear Stearns July 1996 - January 2004
Skills
Series 7, Series 24, Series 63, Equity Trading, Electronic Trading, Trading Systems, Securities, Capital Markets, Bloomberg, Compliance
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance
BofA/Merrill Lynch May 2013 - Present
BofA/Merrill Lynch November 2012 - May 2013
Benchmark August 2011 - November 2012
Merrill Lynch March 2009 - August 2011
Banc of America Securities February 2004 - March 2009
Bear Stearns July 1996 - January 2004
Skills
Series 7, Series 24, Series 63, Equity Trading, Electronic Trading, Trading Systems, Securities, Capital Markets, Bloomberg, Compliance
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance
Mei H Chen, CFA's Merrill Lynch Experience 2005 - March 2006
Job Financial Services
Industry Financial Services
Experience
Informa Healthcare January 2009 - April 2010
Shell Trading 2006 - 2007
Merrill Lynch 2005 - March 2006
Merrill Lynch March 2002 - March 2006
Societe Generale August 2001 - March 2002
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MS, Accountancy
Baruch College, City University of New York (CUNY) 2000 — 2001
MBA, Finance and Investment
Informa Healthcare January 2009 - April 2010
Shell Trading 2006 - 2007
Merrill Lynch 2005 - March 2006
Merrill Lynch March 2002 - March 2006
Societe Generale August 2001 - March 2002
Education
Baruch College, City University of New York (CUNY) 2002 — 2003
MS, Accountancy
Baruch College, City University of New York (CUNY) 2000 — 2001
MBA, Finance and Investment
Linying Wu's Merrill Lynch Experience January 2011 - May 2011
Job Private Equity Accountant at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan June 2014 - Present
SS&C Technologies November 2011 - June 2014
Chartis June 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Davidson Kempner Capital Management LLC October 2009 - March 2010
Morgan Stanley November 2008 - September 2009
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Wealth Management, Bloomberg, Financial Reporting, Valuation
Education
Baruch College 2008 — 2011
Bachelor
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor
J.P. Morgan June 2014 - Present
SS&C Technologies November 2011 - June 2014
Chartis June 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Davidson Kempner Capital Management LLC October 2009 - March 2010
Morgan Stanley November 2008 - September 2009
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Wealth Management, Bloomberg, Financial Reporting, Valuation
Education
Baruch College 2008 — 2011
Bachelor
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor
Natalie Povolotskaya's Merrill Lynch Experience March 2008 - June 2011
Job Financial Services Advisory Manager at PwC
Industry Financial Services
Experience
PwC June 2011 - Present
Merrill Lynch March 2008 - June 2011
MSL Financial Servies September 2005 - December 2007
AIG January 2003 - September 2005
Skills
Microsoft Office, Visio, Quickbooks, CRM software, Adobe Acrobat, Reuters, JMP, Excel, Word, PowerPoint, Outlook, Six Sigma
Education
Baruch College 2003 — 2007
BBA, Finance & Investments
PwC June 2011 - Present
Merrill Lynch March 2008 - June 2011
MSL Financial Servies September 2005 - December 2007
AIG January 2003 - September 2005
Skills
Microsoft Office, Visio, Quickbooks, CRM software, Adobe Acrobat, Reuters, JMP, Excel, Word, PowerPoint, Outlook, Six Sigma
Education
Baruch College 2003 — 2007
BBA, Finance & Investments
Nancy Fung's Merrill Lynch Experience January 2008 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Oshima Saito LLP September 2006 - August 2008
Empire State Development Corporation July 2006 - August 2006
Office of the Comptroller of the Currency June 2005 - September 2005
Skills
Outlook, Bloomberg, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Research, Social Media, Event Planning, Teamwork, Leadership, Accounting
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BS, Corporate Communication
James Madison High School 2002 — 2006
Academy of Finance
Merrill Lynch January 2008 - Present
Oshima Saito LLP September 2006 - August 2008
Empire State Development Corporation July 2006 - August 2006
Office of the Comptroller of the Currency June 2005 - September 2005
Skills
Outlook, Bloomberg, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Research, Social Media, Event Planning, Teamwork, Leadership, Accounting
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BS, Corporate Communication
James Madison High School 2002 — 2006
Academy of Finance
Nancy Gupta's Merrill Lynch Experience October 2010 - May 2011
Job American Express
Industry Financial Services
Experience
American Express January 2013 - Present
UBS Financial Services Inc September 2012 - December 2012
Merrill Lynch October 2010 - May 2011
Skills
Investments, Financial Risk, Finance, Financial Modeling, Portfolio Management, Equities, Valuation, Banking, Microsoft Office, Investment Banking
Education
New Jersey Institute of Technology 2014 — 2015
Master's Degree, Business and Information Systems, GPA-3.75
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor's Degree, Finance and Investments
American Express January 2013 - Present
UBS Financial Services Inc September 2012 - December 2012
Merrill Lynch October 2010 - May 2011
Skills
Investments, Financial Risk, Finance, Financial Modeling, Portfolio Management, Equities, Valuation, Banking, Microsoft Office, Investment Banking
Education
New Jersey Institute of Technology 2014 — 2015
Master's Degree, Business and Information Systems, GPA-3.75
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor's Degree, Finance and Investments
Jennie Leung's Merrill Lynch Experience August 1991 - July 2001
Job Executive Assistant to Ron Bloom
Industry Financial Services
Experience
Lazard May 2012 - Present
Lazard April 2011 - May 2012
Lazard August 2001 - March 2011
Merrill Lynch August 1991 - July 2001
Merrill Lynch September 1989 - July 1991
NYC Department of Consumer Affairs September 1984 - August 1989
Skills
PowerPoint, Data Analysis, Change Management, Financial Analysis, Team Leadership, Auditing, Outlook, Finance, Microsoft Office, Microsoft Excel, Lotus Notes, Microsoft Word, Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY)
Lazard May 2012 - Present
Lazard April 2011 - May 2012
Lazard August 2001 - March 2011
Merrill Lynch August 1991 - July 2001
Merrill Lynch September 1989 - July 1991
NYC Department of Consumer Affairs September 1984 - August 1989
Skills
PowerPoint, Data Analysis, Change Management, Financial Analysis, Team Leadership, Auditing, Outlook, Finance, Microsoft Office, Microsoft Excel, Lotus Notes, Microsoft Word, Management, Portfolio Management
Education
Baruch College, City University of New York (CUNY)
Kristi Rutkin's Merrill Lynch Experience June 2011 - December 2011
Job Associate Director, Sales & Marketing at Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management July 2015 - Present
Oppenheimer Asset Management January 2014 - June 2015
Oppenheimer Asset Management July 2012 - December 2013
Merrill Lynch June 2011 - December 2011
Skills
Series 66, Series 7, Alternative Investments, Bloomberg Terminal, Hedge Funds, Wealth Management, Equities, Fund Of Funds, Investments, Finance, Corporate Finance
Education
City University of New York-Baruch College 2009 — 2012
BBA, Major: Finance, Minor: Political Science
Oppenheimer Asset Management July 2015 - Present
Oppenheimer Asset Management January 2014 - June 2015
Oppenheimer Asset Management July 2012 - December 2013
Merrill Lynch June 2011 - December 2011
Skills
Series 66, Series 7, Alternative Investments, Bloomberg Terminal, Hedge Funds, Wealth Management, Equities, Fund Of Funds, Investments, Finance, Corporate Finance
Education
City University of New York-Baruch College 2009 — 2012
BBA, Major: Finance, Minor: Political Science
Herb Barretta's Merrill Lynch Experience January 1979 - January 1989
Job Computer/Programmer Analyst
Industry Financial Services
Experience
GE Information Services January 1990 - Present
Merrill Lynch January 1979 - January 1989
Skills
Systems Analysis, computer programmer
Education
Baruch College 1990 — 1995
BBA, Computer Science
GE Information Services January 1990 - Present
Merrill Lynch January 1979 - January 1989
Skills
Systems Analysis, computer programmer
Education
Baruch College 1990 — 1995
BBA, Computer Science
Luis Alania's Merrill Lynch Experience 2006 - 2007
Job AVP at Bank of America
Industry Banking
Experience
Bank of America Program ManagerSponsorship for educational opportunities2015 - 2015
Merrill Lynch 2006 - 2007
Sponsors for Educational Opportunity 2006 - 2006
Viacom 2005 - 2005
Education
Baruch College, City University of New York (CUNY)
State University of New York at Binghamton
Bank of America Program ManagerSponsorship for educational opportunities2015 - 2015
Merrill Lynch 2006 - 2007
Sponsors for Educational Opportunity 2006 - 2006
Viacom 2005 - 2005
Education
Baruch College, City University of New York (CUNY)
State University of New York at Binghamton
Hareesh Paranjape's Merrill Lynch Experience 1991 - 1996
Job Chief Risk Officer at Fore Research & Management, LP
Industry Investment Management
Experience
Fore Research & Management, LP February 2003 - Present
Toronto Dominion Securities April 1997 - February 2003
Paine Webber 1996 - 1997
Merrill Lynch 1991 - 1996
Price Waterhouse, Pune 1984 - 1987
Skills
Capital Markets, Hedge Funds
Education
Baruch College 1989 — 1991
Master of Business Administration (MBA), Finance
BMCC Pune, India 1981 — 1984
Bachelor's degree, Business/Commerce, General
Fore Research & Management, LP February 2003 - Present
Toronto Dominion Securities April 1997 - February 2003
Paine Webber 1996 - 1997
Merrill Lynch 1991 - 1996
Price Waterhouse, Pune 1984 - 1987
Skills
Capital Markets, Hedge Funds
Education
Baruch College 1989 — 1991
Master of Business Administration (MBA), Finance
BMCC Pune, India 1981 — 1984
Bachelor's degree, Business/Commerce, General
Neil Emmer's Merrill Lynch Experience August 1989 - July 2000
Job Senior Programmer/Analyst at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless May 2001 - April 2014
Merrill Lynch August 1989 - July 2000
Skills
DB2, Integration, Agile Methodologies, COBOL, Software Development, Cobol, JCL, CICS, VSAM,..., Data Modeling, CICS, Program Management, Software Project..., Business Analysis, Telecommunications, Pitney Bowes Software, Core Java, HTML
Education
Baruch College 1974 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Verizon Wireless May 2001 - April 2014
Merrill Lynch August 1989 - July 2000
Skills
DB2, Integration, Agile Methodologies, COBOL, Software Development, Cobol, JCL, CICS, VSAM,..., Data Modeling, CICS, Program Management, Software Project..., Business Analysis, Telecommunications, Pitney Bowes Software, Core Java, HTML
Education
Baruch College 1974 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Jill (Benveniste) Morelli's Merrill Lynch Experience September 2003 - March 2009
Job Senior Vice President, Human Resources at Bank of America
Industry Banking
Experience
Bank of America March 2009 - Present
Merrill Lynch September 2003 - March 2009
Skills
Human Resources, Recruiting, Employee Relations, Performance Management, Strategic Planning, Project Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Master of Business Administration (MBA), Human Resources Management and Services
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Ecomonics and Business, Psychology
Bank of America March 2009 - Present
Merrill Lynch September 2003 - March 2009
Skills
Human Resources, Recruiting, Employee Relations, Performance Management, Strategic Planning, Project Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Master of Business Administration (MBA), Human Resources Management and Services
Lafayette College 1997 — 2001
Bachelor of Arts (B.A.), Ecomonics and Business, Psychology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank