Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Homer O. Ramirez Jr. Homer O. Ramirez Jr.'s Merrill Lynch Experience 2011 - 2013
Job JP Morgan Securities LLC.
Industry Financial Services
Experience
J.P. Morgan Securities LLC. 2015 - Present
Eagle Strategies, LLC 2014 - 2015
New York Life Insurance Company 2013 - 2015
Merrill Lynch 2011 - 2013
National Home Services 2008 - 2010
Universal Energy Corporation 2005 - 2009
Education
Northwood University-Texas
Master of Business Administration (MBA)
University of North Texas
Bachelor's degree, Psychology
J.P. Morgan Securities LLC. 2015 - Present
Eagle Strategies, LLC 2014 - 2015
New York Life Insurance Company 2013 - 2015
Merrill Lynch 2011 - 2013
National Home Services 2008 - 2010
Universal Energy Corporation 2005 - 2009
Education
Northwood University-Texas
Master of Business Administration (MBA)
University of North Texas
Bachelor's degree, Psychology
Cathy (Catherine) Tobben, MBA, CTP Cathy (Catherine) Tobben, MBA, CTP's Merrill Lynch Experience March 2011 - December 2012
Job Vice President and Senior Relationship ManagerCorporate Banking Insurance Industry Team at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Misericordia Women's Board June 2011 - Present
HAVE Dreams October 2011 - October 2013
Merrill Lynch March 2011 - December 2012
J.P. Morgan's Private Wealth Management May 2007 - May 2009
Harris Bank N.A. July 2006 - April 2007
Merrill Lynch June 2002 - April 2006
Bank of America April 1998 - March 2002
Northern Trust 1987 - 1998
Continental Bank 1985 - 1987
Skills
Finance, Treasury Management, Public Speaking, Credit, Wealth Management, Series 7, Banking, Investments, Relationship Management, Loans, Portfolio Management, Financial Analysis, Insurance, Credit Analysis, Mortgage Lending, Training, CRM, Cash Management, Commercial Lending, Leadership, Commercial Banking, Management, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Private Banking, Small Business, Retirement, Medical Case Management, Autism Spectrum..., Special Education, Patient Advocacy, Child Advocacy, Personal Style, cosmetics, Makeup Artistry, Women's Issues, Women Owned Business, Japanese culture, Organizational Behavior, Diversity & Inclusion, Life Transitions, Cross Cultural..., Cross-functional Team..., Thought Leadership, Product Management, Marketing Management
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Master of Management, Finance, International Business, Organization Behavior
University of Missouri-Columbia 1979 — 1983
Bachelor of Science in Business Administration, Marketing
St. Francis Borgia 1975 — 1979
High School, High School Diploma
Northern Trust Corporation July 2014 - Present
Misericordia Women's Board June 2011 - Present
HAVE Dreams October 2011 - October 2013
Merrill Lynch March 2011 - December 2012
J.P. Morgan's Private Wealth Management May 2007 - May 2009
Harris Bank N.A. July 2006 - April 2007
Merrill Lynch June 2002 - April 2006
Bank of America April 1998 - March 2002
Northern Trust 1987 - 1998
Continental Bank 1985 - 1987
Skills
Finance, Treasury Management, Public Speaking, Credit, Wealth Management, Series 7, Banking, Investments, Relationship Management, Loans, Portfolio Management, Financial Analysis, Insurance, Credit Analysis, Mortgage Lending, Training, CRM, Cash Management, Commercial Lending, Leadership, Commercial Banking, Management, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Private Banking, Small Business, Retirement, Medical Case Management, Autism Spectrum..., Special Education, Patient Advocacy, Child Advocacy, Personal Style, cosmetics, Makeup Artistry, Women's Issues, Women Owned Business, Japanese culture, Organizational Behavior, Diversity & Inclusion, Life Transitions, Cross Cultural..., Cross-functional Team..., Thought Leadership, Product Management, Marketing Management
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Master of Management, Finance, International Business, Organization Behavior
University of Missouri-Columbia 1979 — 1983
Bachelor of Science in Business Administration, Marketing
St. Francis Borgia 1975 — 1979
High School, High School Diploma
Calvin Hohener's Merrill Lynch Experience May 2008 - August 2008
Job MBA Candidate at Kellogg School of Management
Industry Internet
Experience
HotelTonight June 2014 - June 2015
HotelTonight June 2013 - June 2014
HotelTonight January 2013 - June 2013
Triage Consulting Group March 2012 - January 2013
Triage Consulting Group June 2010 - March 2012
UC Berkeley February 2010 - May 2010
Merrill Lynch May 2008 - August 2008
The Reynolds Group Civil Engineering May 2007 - September 2007
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Valuation, Research, Access, Competitive Analysis, PowerPoint, Public Speaking, Healthcare, Market Research, Recruiting, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley, Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
HotelTonight June 2014 - June 2015
HotelTonight June 2013 - June 2014
HotelTonight January 2013 - June 2013
Triage Consulting Group March 2012 - January 2013
Triage Consulting Group June 2010 - March 2012
UC Berkeley February 2010 - May 2010
Merrill Lynch May 2008 - August 2008
The Reynolds Group Civil Engineering May 2007 - September 2007
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Valuation, Research, Access, Competitive Analysis, PowerPoint, Public Speaking, Healthcare, Market Research, Recruiting, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley, Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
Robert Adler Robert Adler's Merrill Lynch Experience January 2012 - March 2012
Job Business Intelligence at Avant
Industry Financial Services
Experience
Avant October 2014 - Present
Mattersight Corporation July 2013 - October 2014
Groupon June 2012 - August 2012
Merrill Lynch January 2012 - March 2012
Staples April 2007 - December 2011
Skills
SQL, PostgreSQL, Microsoft Excel, Problem Solving, Sales, Finance, Time Management, LookML
Education
Northwestern University 2009 — 2013
Bachelor of Arts and Science, Mathematics
Pine View High School 2003 — 2009
Avant October 2014 - Present
Mattersight Corporation July 2013 - October 2014
Groupon June 2012 - August 2012
Merrill Lynch January 2012 - March 2012
Staples April 2007 - December 2011
Skills
SQL, PostgreSQL, Microsoft Excel, Problem Solving, Sales, Finance, Time Management, LookML
Education
Northwestern University 2009 — 2013
Bachelor of Arts and Science, Mathematics
Pine View High School 2003 — 2009
Kevin F. Hong Kevin F. Hong's Merrill Lynch Experience July 2001 - June 2002
Job Senior Manager of Marketing Strategy at Nintendo of America
Industry Consumer Goods
Experience
Nintendo July 2014 - Present
Walmart.com Global eCommerce September 2013 - June 2014
National Basketball Association August 2008 - May 2013
Bain & Company, Chicago September 2006 - June 2008
Merrill Lynch, New York July 2002 - April 2004
Merrill Lynch July 2001 - June 2002
Skills
Strategy, Entrepreneurship, Leadership, Management, Business Strategy, Business Planning, Marketing Strategy, Marketing, Finance, Business Process, Product Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing and Strategy
Williams College 1997 — 2001
Bachelor of Arts (B.A.), dual degrees in Economics and Computer Science
Nintendo July 2014 - Present
Walmart.com Global eCommerce September 2013 - June 2014
National Basketball Association August 2008 - May 2013
Bain & Company, Chicago September 2006 - June 2008
Merrill Lynch, New York July 2002 - April 2004
Merrill Lynch July 2001 - June 2002
Skills
Strategy, Entrepreneurship, Leadership, Management, Business Strategy, Business Planning, Marketing Strategy, Marketing, Finance, Business Process, Product Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing and Strategy
Williams College 1997 — 2001
Bachelor of Arts (B.A.), dual degrees in Economics and Computer Science
Colton King Colton King's Merrill Lynch Experience 1999 - 2001
Job Managing Director at KRG Capital Partners
Industry Venture Capital & Private Equity
Experience
KRG Capital Partners March 2015 - Present
KRG Capital Partners May 2007 - February 2015
Code Hennessy & Simmons LLC July 2001 - April 2007
Merrill Lynch 1999 - 2001
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Management & Strategy, Finance, and Accounting
University of Notre Dame 1995 — 1999
BS
KRG Capital Partners March 2015 - Present
KRG Capital Partners May 2007 - February 2015
Code Hennessy & Simmons LLC July 2001 - April 2007
Merrill Lynch 1999 - 2001
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Management & Strategy, Finance, and Accounting
University of Notre Dame 1995 — 1999
BS
Prasid Pathak Prasid Pathak's Merrill Lynch Experience June 2003 - August 2003
Job Head of Sales & Marketing at Bloc
Industry Computer Software
Experience
Bloc, Inc. November 2013 - Present
SoFi July 2012 - November 2013
BookRenter.com / Rafter.com March 2011 - July 2012
Network of Indian Professionals - Seattle Chapter January 2008 - December 2011
Kno, Inc. July 2010 - March 2011
Microsoft July 2005 - March 2010
ABN Amro Investment Bank June 2005 - August 2005
TiE - Young Entrepreneurs August 2003 - May 2005
Carlson Marketing Group July 2004 - August 2004
Merrill Lynch June 2003 - August 2003
Skills
Writing, Funding, Social Media, Non-profits, Volunteer Management, Community Outreach, Event Management, Public Relations, Social Networking, Marketing, Facebook, Strategic Partnerships, Nonprofits, Start-ups, Public Speaking, Business Strategy, Product Management, Consumer Marketing, Entrepreneurship, Leadership, Product Marketing, Product Development, Cross-functional Team..., Integrated Marketing, Lead Generation, Email Marketing, E-commerce, Mobile Devices, Management, Program Management, User Experience, Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2006
Executive Edcation, Marketing Fundamental
Jakarta International School
Plano West Senior High
University of California, Berkeley
Business
University of California, Berkeley - Walter A. Haas School of Business
Bloc, Inc. November 2013 - Present
SoFi July 2012 - November 2013
BookRenter.com / Rafter.com March 2011 - July 2012
Network of Indian Professionals - Seattle Chapter January 2008 - December 2011
Kno, Inc. July 2010 - March 2011
Microsoft July 2005 - March 2010
ABN Amro Investment Bank June 2005 - August 2005
TiE - Young Entrepreneurs August 2003 - May 2005
Carlson Marketing Group July 2004 - August 2004
Merrill Lynch June 2003 - August 2003
Skills
Writing, Funding, Social Media, Non-profits, Volunteer Management, Community Outreach, Event Management, Public Relations, Social Networking, Marketing, Facebook, Strategic Partnerships, Nonprofits, Start-ups, Public Speaking, Business Strategy, Product Management, Consumer Marketing, Entrepreneurship, Leadership, Product Marketing, Product Development, Cross-functional Team..., Integrated Marketing, Lead Generation, Email Marketing, E-commerce, Mobile Devices, Management, Program Management, User Experience, Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2006
Executive Edcation, Marketing Fundamental
Jakarta International School
Plano West Senior High
University of California, Berkeley
Business
University of California, Berkeley - Walter A. Haas School of Business
Robert Wyssbrod Robert Wyssbrod's Merrill Lynch Experience June 2004 - September 2004
Job Sr Dir, Technology Strategy at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters April 2012 - Present
Thomson Reuters July 2011 - March 2012
Thomson Reuters September 2007 - June 2011
The Boston Consulting Group June 2005 - August 2007
Merrill Lynch June 2004 - September 2004
United States Marine Corps February 2003 - August 2003
Buschman Corporation July 2001 - February 2003
United States Marine Corps May 1995 - June 2001
Skills
Management Consulting, Business Strategy, Cross-functional Team..., Strategic Planning, Program Management, Change Management, Competitive Analysis, Financial Modeling, Strategy, Product Management, Mergers, Process Improvement, Business Development, Financial Analysis, Business Analysis, Project Management, Team Leadership, Analytics, Valuation, Market Research, CRM, IT Strategy, Integration, Leadership, Executive Management, Business Process..., Start-ups, Marketing Strategy, Business Intelligence, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, MEM, Business, Strategy, Finance, Marketing, Manufacturing, Operations
United States Naval Academy 1991 — 1995
BS, Mechanical Engineering, Japanese
Thomson Reuters April 2012 - Present
Thomson Reuters July 2011 - March 2012
Thomson Reuters September 2007 - June 2011
The Boston Consulting Group June 2005 - August 2007
Merrill Lynch June 2004 - September 2004
United States Marine Corps February 2003 - August 2003
Buschman Corporation July 2001 - February 2003
United States Marine Corps May 1995 - June 2001
Skills
Management Consulting, Business Strategy, Cross-functional Team..., Strategic Planning, Program Management, Change Management, Competitive Analysis, Financial Modeling, Strategy, Product Management, Mergers, Process Improvement, Business Development, Financial Analysis, Business Analysis, Project Management, Team Leadership, Analytics, Valuation, Market Research, CRM, IT Strategy, Integration, Leadership, Executive Management, Business Process..., Start-ups, Marketing Strategy, Business Intelligence, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, MEM, Business, Strategy, Finance, Marketing, Manufacturing, Operations
United States Naval Academy 1991 — 1995
BS, Mechanical Engineering, Japanese
Sindhuri Narra Sindhuri Narra's Merrill Lynch Experience June 2009 - December 2009
Job Consultant at Sg2
Industry Hospital & Health Care
Experience
Sg2 August 2010 - Present
Merrill Lynch June 2009 - December 2009
Skills
Analysis, Data Analysis, Healthcare, Financial Modeling, Market Research, Leadership, Financial Analysis, Quantitative Analytics, Strategic Planning, Statistics, Research, Strategy, Competitive Analysis, Analytics
Education
Northwestern University 2006 — 2010
Economics
Sg2 August 2010 - Present
Merrill Lynch June 2009 - December 2009
Skills
Analysis, Data Analysis, Healthcare, Financial Modeling, Market Research, Leadership, Financial Analysis, Quantitative Analytics, Strategic Planning, Statistics, Research, Strategy, Competitive Analysis, Analytics
Education
Northwestern University 2006 — 2010
Economics
Donald Grasso Donald Grasso's Merrill Lynch Experience September 1984 - February 1990
Job Chairman, Chief Executive Officer and Owner of Rytec Corporation
Industry Building Materials
Experience
Rytec Corporation June 1994 - Present
Winfield Capital LLC February 1993 - June 1994
Prudential Securities February 1990 - February 1993
Merrill Lynch September 1984 - February 1990
A.G. Becker August 1982 - September 1984
The Northern Trust Company August 1976 - July 1980
Skills
Sales Management, Turn Around Management, Corporate Development, Mergers & Acquisitions, Acquisition Integration, Executive Management, M&A experience, Board of Directors, Acquisitions, IPO, Start-ups, Business Strategy, International Sales, Private Equity, Capital Raising, Restructuring, Team Building, Business Development, Contract Negotiation
Education
Kellogg School of Management 1980 — 1982
MM, Finance and Marketing
Princeton University 1972 — 1976
AB, Economics
Rytec Corporation June 1994 - Present
Winfield Capital LLC February 1993 - June 1994
Prudential Securities February 1990 - February 1993
Merrill Lynch September 1984 - February 1990
A.G. Becker August 1982 - September 1984
The Northern Trust Company August 1976 - July 1980
Skills
Sales Management, Turn Around Management, Corporate Development, Mergers & Acquisitions, Acquisition Integration, Executive Management, M&A experience, Board of Directors, Acquisitions, IPO, Start-ups, Business Strategy, International Sales, Private Equity, Capital Raising, Restructuring, Team Building, Business Development, Contract Negotiation
Education
Kellogg School of Management 1980 — 1982
MM, Finance and Marketing
Princeton University 1972 — 1976
AB, Economics
Nicolas Takamine Nicolas Takamine's Merrill Lynch Experience July 2007 - March 2009
Job Senior Associate at Strategy&
Industry Management Consulting
Experience
Strategy&, part of the PwC network September 2015 - Present
Kellogg School of Management August 2013 - June 2015
Strategy&, a member of the PwC network of firms (formerly Booz & Company) June 2014 - August 2014
FHI 360 June 2011 - August 2013
FHI 360 September 2010 - June 2011
FHI 360 August 2009 - September 2010
Merrill Lynch July 2007 - March 2009
Merrill Lynch June 2006 - August 2006
Marsh June 2005 - August 2005
Skills
Non-profits, Strategy, Financial Modeling, International..., Strategic Planning, Financial Analysis, Project Management, Mergers & Acquisitions, Nonprofits, Business Transformation, Management Consulting, Change Management, Nonprofit Consulting, Business Strategy, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science, Business Administration
Strategy&, part of the PwC network September 2015 - Present
Kellogg School of Management August 2013 - June 2015
Strategy&, a member of the PwC network of firms (formerly Booz & Company) June 2014 - August 2014
FHI 360 June 2011 - August 2013
FHI 360 September 2010 - June 2011
FHI 360 August 2009 - September 2010
Merrill Lynch July 2007 - March 2009
Merrill Lynch June 2006 - August 2006
Marsh June 2005 - August 2005
Skills
Non-profits, Strategy, Financial Modeling, International..., Strategic Planning, Financial Analysis, Project Management, Mergers & Acquisitions, Nonprofits, Business Transformation, Management Consulting, Change Management, Nonprofit Consulting, Business Strategy, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science, Business Administration
Ashley Wilkins Ashley Wilkins's Merrill Lynch Experience June 2011 - May 2012
Job Digital Project Manager at Xperience
Industry Marketing and Advertising
Experience
Xperience November 2014 - Present
Team Detroit November 2013 - October 2014
Team Detroit November 2012 - November 2013
McLaren Lapeer Region May 2012 - November 2012
Merrill Lynch June 2011 - May 2012
Merrill Lynch November 2009 - June 2011
Skills
Project Management, Marketing Strategy, Public Speaking, Public Relations, Online Advertising, Campaign Management, Campaign Strategies, Digital Marketing, Social Media Marketing, Managing Project Budgets, Retail, Fashion, Advertising, CRM, Marketing, Management, Brand Management, Newsletters
Education
Northwood University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration in Marketing & Management and Minor: Language Arts
Xperience November 2014 - Present
Team Detroit November 2013 - October 2014
Team Detroit November 2012 - November 2013
McLaren Lapeer Region May 2012 - November 2012
Merrill Lynch June 2011 - May 2012
Merrill Lynch November 2009 - June 2011
Skills
Project Management, Marketing Strategy, Public Speaking, Public Relations, Online Advertising, Campaign Management, Campaign Strategies, Digital Marketing, Social Media Marketing, Managing Project Budgets, Retail, Fashion, Advertising, CRM, Marketing, Management, Brand Management, Newsletters
Education
Northwood University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration in Marketing & Management and Minor: Language Arts
Mary Tone Rodgers, DPS, CFA's Merrill Lynch Experience July 1981 - May 2011
Job Marcia B. Willock Professor of Finance at SUNYOswego; Director, The Gordon Lenz Center for Finance & Risk Management
Industry Research
Experience
SUNY-Oswego August 2012 - Present
University of South Florida August 2011 - August 2012
Merrill Lynch July 1981 - May 2011
Inland Steel (Arcelor Mittal) July 1978 - July 1981
Skills
Chartered Financial..., Asset Management, Finance, Econometrics, Teaching, Corporate Finance, Higher Education, Data Analysis, Financial Markets, Economics, Entrepreneurship, Business Strategy, Research, Strategic Planning, Statistics, Financial Economics, Financial Analysis, Team Building, University Teaching, Microsoft Excel, Analysis, IPO, Financial Modeling
Education
Pace University - Lubin School of Business 2007 — 2011
Doctorate, Professional Studies, Finance, International Economics
Northwestern University - Kellogg School of Management 1978 — 1981
MBA, Finance
SUNY-Oswego August 2012 - Present
University of South Florida August 2011 - August 2012
Merrill Lynch July 1981 - May 2011
Inland Steel (Arcelor Mittal) July 1978 - July 1981
Skills
Chartered Financial..., Asset Management, Finance, Econometrics, Teaching, Corporate Finance, Higher Education, Data Analysis, Financial Markets, Economics, Entrepreneurship, Business Strategy, Research, Strategic Planning, Statistics, Financial Economics, Financial Analysis, Team Building, University Teaching, Microsoft Excel, Analysis, IPO, Financial Modeling
Education
Pace University - Lubin School of Business 2007 — 2011
Doctorate, Professional Studies, Finance, International Economics
Northwestern University - Kellogg School of Management 1978 — 1981
MBA, Finance
Elizabeth Kessler Elizabeth Kessler's Merrill Lynch Experience July 2000 - July 2003
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
Twin Cities Public Television January 2013 - Present
McKinsey & Company April 2012 - Present
McKinsey & Company 2009 - Present
McKinsey & Company 2007 - 2009
Chicago Growth Partners July 2003 - July 2005
Merrill Lynch July 2000 - July 2003
Skills
Due Diligence, Financial Modeling, Valuation, Investment Banking, Private Equity, Mergers, Business Strategy, Competitive Analysis, Management Consulting, Strategic Planning, Portfolio Management, Analysis, DCF, LBO, Mergers & Acquisitions, Capital Markets, M&A experience
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Marketing, Strategy
University of Iowa 1996 — 2000
BS, Economics, International Business
Twin Cities Public Television January 2013 - Present
McKinsey & Company April 2012 - Present
McKinsey & Company 2009 - Present
McKinsey & Company 2007 - 2009
Chicago Growth Partners July 2003 - July 2005
Merrill Lynch July 2000 - July 2003
Skills
Due Diligence, Financial Modeling, Valuation, Investment Banking, Private Equity, Mergers, Business Strategy, Competitive Analysis, Management Consulting, Strategic Planning, Portfolio Management, Analysis, DCF, LBO, Mergers & Acquisitions, Capital Markets, M&A experience
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Marketing, Strategy
University of Iowa 1996 — 2000
BS, Economics, International Business
Nick Maglio Nick Maglio's Merrill Lynch Experience January 2005 - January 2007
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte 2010 - Present
Kellogg School of Management 2013 - 2014
Kellogg School of Management 2013 - 2014
Deloitte Financial Advisory Services 2008 - 2010
Merrill Lynch January 2005 - January 2007
NW Brown Group Ltd. January 2006 - April 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Corporate Finance, Mergers & Acquisitions, Business Analysis, Business Strategy, Research, Bloomberg Terminal, Excel, PowerPoint, Planning, Managerial Finance, Sustainability, Financial Forecasting, Management Consulting
Education
Kellogg School of Management 2013 — 2014
Master of Business Administration (M.B.A.)
Villanova University 2004 — 2008
Bachelor of Science (B.S.), Finance, 3.9
Cambridge University 2006 — 2006
Deloitte 2010 - Present
Kellogg School of Management 2013 - 2014
Kellogg School of Management 2013 - 2014
Deloitte Financial Advisory Services 2008 - 2010
Merrill Lynch January 2005 - January 2007
NW Brown Group Ltd. January 2006 - April 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Corporate Finance, Mergers & Acquisitions, Business Analysis, Business Strategy, Research, Bloomberg Terminal, Excel, PowerPoint, Planning, Managerial Finance, Sustainability, Financial Forecasting, Management Consulting
Education
Kellogg School of Management 2013 — 2014
Master of Business Administration (M.B.A.)
Villanova University 2004 — 2008
Bachelor of Science (B.S.), Finance, 3.9
Cambridge University 2006 — 2006
Naimish Patel Naimish Patel's Merrill Lynch Experience June 1997 - June 1999
Job Cofounder and Executive Chairman at Tru Dental
Industry Venture Capital & Private Equity
Experience
Tru Dental January 2014 - Present
UMA Enterprises, Inc February 2008 - Present
Long Point Capital August 2003 - Present
Cumming Corporation October 2006 - Present
CITG Capital Partners January 2009 - March 2013
Frontenac Company June 1999 - June 2001
Merrill Lynch June 1997 - June 1999
Skills
Start-ups, Private Equity, Project Management, Business Valuation, Portfolio Management, Capital, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Mergers, Management, Investment Banking, Venture Capital, Financial Modeling, Business Strategy, New Business Development
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance and Strategy
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
Tru Dental January 2014 - Present
UMA Enterprises, Inc February 2008 - Present
Long Point Capital August 2003 - Present
Cumming Corporation October 2006 - Present
CITG Capital Partners January 2009 - March 2013
Frontenac Company June 1999 - June 2001
Merrill Lynch June 1997 - June 1999
Skills
Start-ups, Private Equity, Project Management, Business Valuation, Portfolio Management, Capital, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Mergers, Management, Investment Banking, Venture Capital, Financial Modeling, Business Strategy, New Business Development
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance and Strategy
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
Kenny Huang Kenny Huang's Merrill Lynch Experience 2001 - 2004
Job Strategy, Customer Analytics and Pricing Leader
Industry Management Consulting
Experience
US Foods 2014 - Present
US Foods 2012 - Present
Redbox 2011 - 2012
US Foodservice 2010 - 2011
Deloitte Consulting 2008 - 2009
Deloitte Consulting 2006 - 2008
Kauffman Entrepreneurship Internship May 2005 - August 2005
Merrill Lynch 2001 - 2004
Skills
Business Strategy, Business Growth, New Business Development, Product Development, Entrepreneurship, Innovation Management, Business Case, Financial Analysis, Financial Modeling, Change Leadership, Management Consulting, Organizational Design, Pricing Strategy, Investment Banking, Pricing, Business Development, Strategy, Start-ups, Analytics, Cross-functional Team..., Change Management, Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, Finance, Entrepreneurship, Management
University of Illinois at Urbana-Champaign 1997 — 2001
BS & BA, Biology, Finance
US Foods 2014 - Present
US Foods 2012 - Present
Redbox 2011 - 2012
US Foodservice 2010 - 2011
Deloitte Consulting 2008 - 2009
Deloitte Consulting 2006 - 2008
Kauffman Entrepreneurship Internship May 2005 - August 2005
Merrill Lynch 2001 - 2004
Skills
Business Strategy, Business Growth, New Business Development, Product Development, Entrepreneurship, Innovation Management, Business Case, Financial Analysis, Financial Modeling, Change Leadership, Management Consulting, Organizational Design, Pricing Strategy, Investment Banking, Pricing, Business Development, Strategy, Start-ups, Analytics, Cross-functional Team..., Change Management, Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, Finance, Entrepreneurship, Management
University of Illinois at Urbana-Champaign 1997 — 2001
BS & BA, Biology, Finance
Shaun Chaudhary's Merrill Lynch Experience June 2011 - August 2011
Job Associate at Novus Partners, Inc.
Industry Financial Services
Experience
Novus Partners, Inc. October 2014 - Present
Novus Partners, Inc. August 2013 - September 2014
Novus Partners, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Kellogg School of Management September 2010 - June 2011
SCG (SIDDHARTH CREATIVE GROUP) June 2010 - August 2010
New York Sports Club April 2009 - August 2009
Skills
Data Analysis, Python, SQL, Research, Statistics, Analytics, Microsoft Office, Financial Analysis, Finance, Economics, SPSS, Start-ups, WordPress, Stata, Microsoft Excel, PowerPoint
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Mathematical Methods in the Social Sciences, Economics
Novus Partners, Inc. October 2014 - Present
Novus Partners, Inc. August 2013 - September 2014
Novus Partners, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Kellogg School of Management September 2010 - June 2011
SCG (SIDDHARTH CREATIVE GROUP) June 2010 - August 2010
New York Sports Club April 2009 - August 2009
Skills
Data Analysis, Python, SQL, Research, Statistics, Analytics, Microsoft Office, Financial Analysis, Finance, Economics, SPSS, Start-ups, WordPress, Stata, Microsoft Excel, PowerPoint
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Mathematical Methods in the Social Sciences, Economics
Tom Florence Tom Florence's Merrill Lynch Experience September 1985 - February 1991
Job CEO at 361 Capital LLC
Industry Financial Services
Experience
361 Capital LLC August 2009 - Present
Dividend Capital Group June 2003 - June 2008
Janus Capital Group 2004 - 2005
Morningstar March 2000 - May 2003
PBHG Funds December 1996 - March 2000
Fidelity Investments February 1991 - December 1996
Merrill Lynch September 1985 - February 1991
Skills
Investments, Securities, Mutual Funds, Investment Advisory, Business Development, Alternative Investments, Investment Management, Financial Services, Asset Management, Wealth Management, Executive Management, Investment Strategies, Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Equities
Education
Northwestern University - Kellogg School of Management 2002 — 2003
KMI, Management
Penn State University 1981 — 1985
B of S, Economics
Avon Old Farms School 1979 — 1981
High School
361 Capital LLC August 2009 - Present
Dividend Capital Group June 2003 - June 2008
Janus Capital Group 2004 - 2005
Morningstar March 2000 - May 2003
PBHG Funds December 1996 - March 2000
Fidelity Investments February 1991 - December 1996
Merrill Lynch September 1985 - February 1991
Skills
Investments, Securities, Mutual Funds, Investment Advisory, Business Development, Alternative Investments, Investment Management, Financial Services, Asset Management, Wealth Management, Executive Management, Investment Strategies, Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Equities
Education
Northwestern University - Kellogg School of Management 2002 — 2003
KMI, Management
Penn State University 1981 — 1985
B of S, Economics
Avon Old Farms School 1979 — 1981
High School
Betsy Doherty Betsy Doherty's Merrill Lynch Experience June 2005 - August 2005
Job MBA Candidate, Kellogg School of Management, Northwestern University
Industry Retail
Experience
Target June 2014 - August 2014
KPMG Advisory July 2010 - May 2013
KPMG Advisory August 2007 - June 2010
Kelton Research August 2006 - November 2006
Merrill Lynch June 2005 - August 2005
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Universidad de 'San Andrés' 2014 — 2014
Graduate Exchange Student
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science (BS), Business Adminstration
The Hong Kong University of Science and Technology 2006 — 2006
Undergraduate Exchange Student
Breck School
Target June 2014 - August 2014
KPMG Advisory July 2010 - May 2013
KPMG Advisory August 2007 - June 2010
Kelton Research August 2006 - November 2006
Merrill Lynch June 2005 - August 2005
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Universidad de 'San Andrés' 2014 — 2014
Graduate Exchange Student
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science (BS), Business Adminstration
The Hong Kong University of Science and Technology 2006 — 2006
Undergraduate Exchange Student
Breck School
Dave Koppinger Dave Koppinger's Merrill Lynch Experience 1988 - 1992
Job Kopinger Auto
Industry Automotive
Experience
Koppinger Auto January 2014 - Present
Koppinger Motors 1993 - 2013
Comerica Bank 1992 - 1993
Merrill Lynch 1988 - 1992
Skills
Automotive, Retail, Public Speaking, Customer Service, Sales Management, Leadership, New Business Development, Finance, Team Building, Sales, Strategic Planning, Profit, Management, Negotiation, Credit, Real Estate
Education
Wayne State University 1988 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
Northwood University 1984 — 1987
Bachelor's Degree, Automotive Marketing and Business Management
Koppinger Auto January 2014 - Present
Koppinger Motors 1993 - 2013
Comerica Bank 1992 - 1993
Merrill Lynch 1988 - 1992
Skills
Automotive, Retail, Public Speaking, Customer Service, Sales Management, Leadership, New Business Development, Finance, Team Building, Sales, Strategic Planning, Profit, Management, Negotiation, Credit, Real Estate
Education
Wayne State University 1988 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
Northwood University 1984 — 1987
Bachelor's Degree, Automotive Marketing and Business Management
Rick Klein Rick Klein's Merrill Lynch Experience January 1996 - September 2001
Job Partner and Senior Vice President at The Horton Group
Industry Insurance
Experience
The Horton Group November 2005 - Present
Southland Chamber of Commerce November 2008 - October 2009
The Horton Group October 2001 - November 2005
Merrill Lynch January 1996 - September 2001
EVERN Securities 1989 - 1995
Education
Northwestern University - Kellogg School of Management 1986 — 1991
Masters of Management
Princeton University 1978 — 1982
AB
Brother Rice High School - Chicago 1974 — 1978
The Horton Group November 2005 - Present
Southland Chamber of Commerce November 2008 - October 2009
The Horton Group October 2001 - November 2005
Merrill Lynch January 1996 - September 2001
EVERN Securities 1989 - 1995
Education
Northwestern University - Kellogg School of Management 1986 — 1991
Masters of Management
Princeton University 1978 — 1982
AB
Brother Rice High School - Chicago 1974 — 1978
Steve Moreno Steve Moreno's Merrill Lynch Experience August 1988 - May 2011
Job Research Relationship Manager at Capital Group
Industry Financial Services
Experience
Capital Group March 2015 - Present
Capital Group October 2011 - March 2015
Merrill Lynch August 1988 - May 2011
Skills
Asset Management, Equities, Capital Markets, Management, Investments, Series 7, Mutual Funds, Financial Services, Bloomberg, Equity Research, Series 63, Securities
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Management, Finance
Santa Clara University 1980 — 1984
Bachelor of Science, Finance
Capital Group March 2015 - Present
Capital Group October 2011 - March 2015
Merrill Lynch August 1988 - May 2011
Skills
Asset Management, Equities, Capital Markets, Management, Investments, Series 7, Mutual Funds, Financial Services, Bloomberg, Equity Research, Series 63, Securities
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Management, Finance
Santa Clara University 1980 — 1984
Bachelor of Science, Finance
Prakash Venkataraman Prakash Venkataraman's Merrill Lynch Experience July 2002 - June 2004
Job Passionate about helping leaders recognize and achieve their potential
Industry Internet
Experience
LinkedIn January 2015 - Present
LinkedIn January 2014 - January 2015
LinkedIn June 2013 - December 2013
Miso February 2012 - February 2013
Kraft Foods September 2010 - February 2012
Sponsors for Educational Opportunity June 2004 - August 2008
Merrill Lynch July 2002 - June 2004
Test Masters May 1999 - May 2002
Deutsche Bank May 2001 - August 2001
Schlumberger January 2001 - May 2001
Skills
Entrepreneurship, Analytics, Market Research, Cross-functional Team..., Marketing Strategy, Mentoring, Investment Banking, Sales, Career Counseling, Business Development, New Business Development, Product Marketing, Connecting People, Coaching, Leadership Development, Salesforce.com, Emotional Intelligence, Forecasting, Pricing, Budgeting, Consumer Products, Team Building, People Development, Leadership, Strategy, Start-ups, Financial Modeling, Budgets, Social Media Marketing, Digital Marketing, Marketing, Product Development, Customer Insight, Mergers & Acquisitions, Business Planning, Go-to-market Strategy, Training, Strategic Partnerships, Competitive Analysis, Team Management, Product Management, Enterprise Software, Sales Management, Recruiting
Education
Northwestern University - Kellogg School of Management
MBA, Entrepreneurship, Management in Organizations, Marketing
Rice University
BA, Economics
The Coaches Training Institute
Certified Co-Active Coach
LinkedIn January 2015 - Present
LinkedIn January 2014 - January 2015
LinkedIn June 2013 - December 2013
Miso February 2012 - February 2013
Kraft Foods September 2010 - February 2012
Sponsors for Educational Opportunity June 2004 - August 2008
Merrill Lynch July 2002 - June 2004
Test Masters May 1999 - May 2002
Deutsche Bank May 2001 - August 2001
Schlumberger January 2001 - May 2001
Skills
Entrepreneurship, Analytics, Market Research, Cross-functional Team..., Marketing Strategy, Mentoring, Investment Banking, Sales, Career Counseling, Business Development, New Business Development, Product Marketing, Connecting People, Coaching, Leadership Development, Salesforce.com, Emotional Intelligence, Forecasting, Pricing, Budgeting, Consumer Products, Team Building, People Development, Leadership, Strategy, Start-ups, Financial Modeling, Budgets, Social Media Marketing, Digital Marketing, Marketing, Product Development, Customer Insight, Mergers & Acquisitions, Business Planning, Go-to-market Strategy, Training, Strategic Partnerships, Competitive Analysis, Team Management, Product Management, Enterprise Software, Sales Management, Recruiting
Education
Northwestern University - Kellogg School of Management
MBA, Entrepreneurship, Management in Organizations, Marketing
Rice University
BA, Economics
The Coaches Training Institute
Certified Co-Active Coach
Chase Tolle Chase Tolle's Merrill Lynch Experience 2000 - 2004
Job CEO at ZNES Group
Industry Financial Services
Experience
ZNES Group 2014 - Present
Traffic Solutions 2007 - 2014
Danton Hydroblasting 2007 - 2011
TR Development 2005 - 2007
Black Oak Energy 2004 - 2005
Merrill Lynch 2000 - 2004
Reliant Energy 1999 - 2000
United States Marine Corps 1993 - 1999
Skills
Contract Negotiation, Leadership, Construction Management, Budgets, Feasibility Studies, Negotiation, Contract Management, Process Scheduler, New Business Development, Cost Management, Road, Construction, Pre-construction, Project Estimation, Contractors, Change Orders, Subcontracting, Design-Build, Sales, Customer Service, Highways, Procurement, Land Development, Operations Management, Sales Management, Small Business, Marketing, Energy, Project Planning, Value Engineering, Transportation, Project Bidding, Proposal Writing, Business Development, Cost Control, Estimates, Business Strategy, Problem Solving, Budgeting
Education
University of Florida 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management
University of Florida 1992 — 1999
BS, Food and Resource Economics (Major Emphasis Applied Economics)
Northwestern University - Kellogg School of Management
Executive Education, Negotiations Strategies
ZNES Group 2014 - Present
Traffic Solutions 2007 - 2014
Danton Hydroblasting 2007 - 2011
TR Development 2005 - 2007
Black Oak Energy 2004 - 2005
Merrill Lynch 2000 - 2004
Reliant Energy 1999 - 2000
United States Marine Corps 1993 - 1999
Skills
Contract Negotiation, Leadership, Construction Management, Budgets, Feasibility Studies, Negotiation, Contract Management, Process Scheduler, New Business Development, Cost Management, Road, Construction, Pre-construction, Project Estimation, Contractors, Change Orders, Subcontracting, Design-Build, Sales, Customer Service, Highways, Procurement, Land Development, Operations Management, Sales Management, Small Business, Marketing, Energy, Project Planning, Value Engineering, Transportation, Project Bidding, Proposal Writing, Business Development, Cost Control, Estimates, Business Strategy, Problem Solving, Budgeting
Education
University of Florida 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management
University of Florida 1992 — 1999
BS, Food and Resource Economics (Major Emphasis Applied Economics)
Northwestern University - Kellogg School of Management
Executive Education, Negotiations Strategies
Joseph Patton Joseph Patton's Merrill Lynch Experience June 2008 - August 2008
Job Associate Director, Career Advising & Education at Kellogg School of Management
Industry Financial Services
Experience
Kellogg School of Management November 2013 - Present
Bank of America Merrill Lynch February 2011 - November 2013
Bank of America Merrill Lynch August 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Strategies, Strategy, Equities, Portfolio Management, Business Strategy, Sales Presentations, Asset Allocation, Leadership Development, Diversity & Inclusion, Diversity Training, Career Development..., Personal Development, Presentation Development, Diversity Program..., Speaking Engagements, Portfolio Strategy, ETFs, Closed-end Funds, Strategy Development, Sales Management, Sales Skills Training, Presentation Coaching, Diversity Recruitment
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Analytical Finance, Management & Strategy/Organizations
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance
Evanston Township High School 1993 — 1997
Kellogg School of Management November 2013 - Present
Bank of America Merrill Lynch February 2011 - November 2013
Bank of America Merrill Lynch August 2009 - January 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Strategies, Strategy, Equities, Portfolio Management, Business Strategy, Sales Presentations, Asset Allocation, Leadership Development, Diversity & Inclusion, Diversity Training, Career Development..., Personal Development, Presentation Development, Diversity Program..., Speaking Engagements, Portfolio Strategy, ETFs, Closed-end Funds, Strategy Development, Sales Management, Sales Skills Training, Presentation Coaching, Diversity Recruitment
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Analytical Finance, Management & Strategy/Organizations
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance
Evanston Township High School 1993 — 1997
William Stumpf William Stumpf's Merrill Lynch Experience December 2011 - December 2011
Job Research Analyst at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) August 2014 - Present
Investment Management Group September 2012 - June 2014
Northwestern Institute for Student Business Education September 2012 - March 2014
Gelber Group LLC June 2013 - August 2013
Northwestern Institute for Student Business Education September 2012 - June 2013
Northwestern Undergraduate Economics Society September 2011 - May 2013
CME Group May 2012 - September 2012
Northwestern University Solar Car Team September 2011 - June 2012
Merrill Lynch December 2011 - December 2011
Arlington Park May 2008 - September 2011
Skills
Microsoft Office, Bloomberg, Stata, Mac OS, CQG, TT, Python, C Programming, Windows OS, SPAN, Salesforce.com
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics and Mathematics with Kellogg Financial Economics Certificate, Cum Laude
Barrington High School 2007 — 2010
High School
Susquehanna International Group, LLP (SIG) August 2014 - Present
Investment Management Group September 2012 - June 2014
Northwestern Institute for Student Business Education September 2012 - March 2014
Gelber Group LLC June 2013 - August 2013
Northwestern Institute for Student Business Education September 2012 - June 2013
Northwestern Undergraduate Economics Society September 2011 - May 2013
CME Group May 2012 - September 2012
Northwestern University Solar Car Team September 2011 - June 2012
Merrill Lynch December 2011 - December 2011
Arlington Park May 2008 - September 2011
Skills
Microsoft Office, Bloomberg, Stata, Mac OS, CQG, TT, Python, C Programming, Windows OS, SPAN, Salesforce.com
Education
Northwestern University 2010 — 2014
Bachelor's Degree, Economics and Mathematics with Kellogg Financial Economics Certificate, Cum Laude
Barrington High School 2007 — 2010
High School
Bo Pirruccello Bo Pirruccello's Merrill Lynch Experience August 1981 - April 1997
Job President at Hanson Musical Instruments, LTD
Industry Music
Experience
Lakland Guitars, LLC 2010 - Present
Hanson Musical Instruments, LTD February 2005 - Present
Lakland Musical Instruments, LLC March 2000 - June 2009
R Pirruccello Brokerage Services April 1997 - July 2005
Merrill Lynch August 1981 - April 1997
Skills
Entrepreneurship, Music Production, Music, Music Industry, Songs, Social Media Marketing, Music Publishing, Record Labels, Entertainment, Rock Music, Team Building, Rock, Sales Management, Management, A&R, Music Licensing, Customer Service, Social Media, Sales
Education
Northwestern University - Kellogg School of Management
University of Oklahoma
Bachelor of Science (BS)
Lakland Guitars, LLC 2010 - Present
Hanson Musical Instruments, LTD February 2005 - Present
Lakland Musical Instruments, LLC March 2000 - June 2009
R Pirruccello Brokerage Services April 1997 - July 2005
Merrill Lynch August 1981 - April 1997
Skills
Entrepreneurship, Music Production, Music, Music Industry, Songs, Social Media Marketing, Music Publishing, Record Labels, Entertainment, Rock Music, Team Building, Rock, Sales Management, Management, A&R, Music Licensing, Customer Service, Social Media, Sales
Education
Northwestern University - Kellogg School of Management
University of Oklahoma
Bachelor of Science (BS)
Vincent Lujan Vincent Lujan's Merrill Lynch Experience June 2010 - August 2010
Job Student at University of Chicago (Harris School of Public Policy Studies)
Industry Financial Services
Experience
Cook County Public Defender's Office April 2011 - June 2011
Merrill Lynch June 2010 - August 2010
Education
University of Chicago (Harris School of Public Policy Studies) 2012 — 2014
Master of Public Policy, Public Finance, Economics
Northwestern University 2008 — 2012
Bachelor of Science (B.S.), Social Policy, Political Science
Cook County Public Defender's Office April 2011 - June 2011
Merrill Lynch June 2010 - August 2010
Education
University of Chicago (Harris School of Public Policy Studies) 2012 — 2014
Master of Public Policy, Public Finance, Economics
Northwestern University 2008 — 2012
Bachelor of Science (B.S.), Social Policy, Political Science
Todd Pozzuoli Todd Pozzuoli's Merrill Lynch Experience January 2000 - November 2006
Job at HSBC
Industry Banking
Experience
HSBC July 2014 - Present
HSBC July 2012 - July 2014
US Bank October 2010 - July 2012
BMO Capital Markets November 2006 - June 2010
Merrill Lynch January 2000 - November 2006
Skills
Credit, Credit Analysis, Syndications, Commercial Real Estate, Asset Based Lending, Cash Flow, International Banking..., Risk Management, Portfolio Management, Commercial Banking, Middle Market, Institutional, Derivatives, Corporate Finance, Structured Finance, Leveraged Finance, Banking, Relationship Management, Capital Markets, Cash Flow Lending, Finance, Loans, Financial Analysis, Financial Modeling, Commercial Lending
Education
Northwestern University
Accounting
University of Michigan (Dearborn)
Business, Finance, Economics
De La Salle Collegiate High School
HSBC July 2014 - Present
HSBC July 2012 - July 2014
US Bank October 2010 - July 2012
BMO Capital Markets November 2006 - June 2010
Merrill Lynch January 2000 - November 2006
Skills
Credit, Credit Analysis, Syndications, Commercial Real Estate, Asset Based Lending, Cash Flow, International Banking..., Risk Management, Portfolio Management, Commercial Banking, Middle Market, Institutional, Derivatives, Corporate Finance, Structured Finance, Leveraged Finance, Banking, Relationship Management, Capital Markets, Cash Flow Lending, Finance, Loans, Financial Analysis, Financial Modeling, Commercial Lending
Education
Northwestern University
Accounting
University of Michigan (Dearborn)
Business, Finance, Economics
De La Salle Collegiate High School
Oren Hon Oren Hon's Merrill Lynch Experience January 2001 - June 2004
Job CEO of Elad national properties LLC
Industry Venture Capital & Private Equity
Experience
Elad national properties LLC July 2012 - Present
Neve Hon Group July 2011 - Present
Pegasus Ventures, LLC August 2011 - July 2012
Gazit Globe July 2007 - July 2011
ELO Media, LLC June 2003 - June 2007
Merrill Lynch January 2001 - June 2004
Skills
Private Equity, Asset Management, Mergers & Acquisitions, Investments, Portfolio Management, Real Estate, Investment Banking, Real Estate Economics, Investment Properties, Fixed Income, Negotiation, Management, Investor Relations, Emerging Markets, M&A experience, Real Estate Private..., Hedge Funds, Business Strategy, Mergers
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance & Information System
Elad national properties LLC July 2012 - Present
Neve Hon Group July 2011 - Present
Pegasus Ventures, LLC August 2011 - July 2012
Gazit Globe July 2007 - July 2011
ELO Media, LLC June 2003 - June 2007
Merrill Lynch January 2001 - June 2004
Skills
Private Equity, Asset Management, Mergers & Acquisitions, Investments, Portfolio Management, Real Estate, Investment Banking, Real Estate Economics, Investment Properties, Fixed Income, Negotiation, Management, Investor Relations, Emerging Markets, M&A experience, Real Estate Private..., Hedge Funds, Business Strategy, Mergers
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance & Information System
Jay Cohen Jay Cohen's Merrill Lynch Experience 1988 - 1995
Job President and CEO Cohen Capital Management.
Industry Financial Services
Experience
Cohen Capital Management, Inc. June 1995 - Present
BayGroup International May 2000 - March 2013
Merrill Lynch 1988 - 1995
Peat Marwick July 1984 - July 1986
Skills
Strategy, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Investments, Valuation, Management Consulting, Strategic Planning, Business Strategy, Strategic Partnerships, Negotiation, Private Equity, Business Planning, Corporate Development, Venture Capital, Corporate Finance, Marketing Strategy, Contract Negotiation, Leadership, Business Development, Start-ups, Executive Management, New Business Development, Due Diligence, Emerging Markets, Investment Banking
Education
Northwestern University - Kellogg School of Management 1986 — 1988
john randazo
University of California, Santa Barbara 1980 — 1984
BA, Business Economics
Cohen Capital Management, Inc. June 1995 - Present
BayGroup International May 2000 - March 2013
Merrill Lynch 1988 - 1995
Peat Marwick July 1984 - July 1986
Skills
Strategy, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Investments, Valuation, Management Consulting, Strategic Planning, Business Strategy, Strategic Partnerships, Negotiation, Private Equity, Business Planning, Corporate Development, Venture Capital, Corporate Finance, Marketing Strategy, Contract Negotiation, Leadership, Business Development, Start-ups, Executive Management, New Business Development, Due Diligence, Emerging Markets, Investment Banking
Education
Northwestern University - Kellogg School of Management 1986 — 1988
john randazo
University of California, Santa Barbara 1980 — 1984
BA, Business Economics
Barbara Oakes Barbara Oakes's Merrill Lynch Experience 2000 - 2000
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley February 2014 - Present
Deutsche Bank February 2002 - November 2002
MarketAxess March 2001 - November 2001
JP Morgan Chase 2000 - 2001
Merrill Lynch 2000 - 2000
JPMorgan 1987 - 2000
ExxonMobil August 1978 - 1987
Skills
Strategic Planning, Analysis, Securities, Management, Strategy, Portfolio Management, Risk Management, Business Process, Mergers & Acquisitions, CRM, Project Management, Enterprise Architecture, Change Management, Business Strategy, Financial Services, Vendor Management, Business Analysis, Program Management
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, MIS/Finance
Smith College 1972 — 1976
AB, Mathematics
Morgan Stanley May 2014 - Present
Morgan Stanley February 2014 - Present
Deutsche Bank February 2002 - November 2002
MarketAxess March 2001 - November 2001
JP Morgan Chase 2000 - 2001
Merrill Lynch 2000 - 2000
JPMorgan 1987 - 2000
ExxonMobil August 1978 - 1987
Skills
Strategic Planning, Analysis, Securities, Management, Strategy, Portfolio Management, Risk Management, Business Process, Mergers & Acquisitions, CRM, Project Management, Enterprise Architecture, Change Management, Business Strategy, Financial Services, Vendor Management, Business Analysis, Program Management
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, MIS/Finance
Smith College 1972 — 1976
AB, Mathematics
Rian Murphy Rian Murphy's Merrill Lynch Experience December 2007 - May 2008
Job Producing templates for organizing and maintaining technical specs companywide
Industry Information Technology and Services
Experience
COTA (Cancer Outcomes Tracking & Analysis) February 2015 - May 2015
Comcast March 2013 - October 2013
Google March 2012 - February 2013
Gilt Groupe January 2009 - January 2012
10gen October 2008 - January 2009
Macrovision May 2008 - October 2008
Merrill Lynch December 2007 - May 2008
Sybase May 2007 - December 2007
Goldman Sachs 2000 - 2006
Open Port Technology 1997 - 2000
Skills
Business Analysis, Requirements Management, Documentation, Technical Writing, HTML, Technical Documentation, XML, Online Help, Editing, FrameMaker, Visio, Adobe Acrobat, Writing, Software Documentation, CSS, Mac OS X, Microsoft Office, XSLT, Confluence, API documentation, Content Management, SDLC, Copy Editing, Content Strategy, Requirements Analysis, RoboHelp, PowerPoint, Technical Communication, Microsoft Excel, Program Management, Leadership, Project Management, SharePoint, Business Process, Agile Methodologies, E-commerce, Information Architecture, Test Planning, Analysis, Scrum
Education
University of Delaware 1978 — 1980
Master's degree, English Language and Literature/Letters
Northwestern University 1975 — 1978
BA, English
COTA (Cancer Outcomes Tracking & Analysis) February 2015 - May 2015
Comcast March 2013 - October 2013
Google March 2012 - February 2013
Gilt Groupe January 2009 - January 2012
10gen October 2008 - January 2009
Macrovision May 2008 - October 2008
Merrill Lynch December 2007 - May 2008
Sybase May 2007 - December 2007
Goldman Sachs 2000 - 2006
Open Port Technology 1997 - 2000
Skills
Business Analysis, Requirements Management, Documentation, Technical Writing, HTML, Technical Documentation, XML, Online Help, Editing, FrameMaker, Visio, Adobe Acrobat, Writing, Software Documentation, CSS, Mac OS X, Microsoft Office, XSLT, Confluence, API documentation, Content Management, SDLC, Copy Editing, Content Strategy, Requirements Analysis, RoboHelp, PowerPoint, Technical Communication, Microsoft Excel, Program Management, Leadership, Project Management, SharePoint, Business Process, Agile Methodologies, E-commerce, Information Architecture, Test Planning, Analysis, Scrum
Education
University of Delaware 1978 — 1980
Master's degree, English Language and Literature/Letters
Northwestern University 1975 — 1978
BA, English
Robert Huffman Robert Huffman's Merrill Lynch Experience June 2003 - August 2003
Job Vice President, Transformation at Greif
Industry Packaging and Containers
Experience
Greif April 2014 - Present
Greif FPS September 2011 - April 2014
McKinsey & Company December 2009 - September 2011
McKinsey & Company August 2008 - November 2009
Norwest Equity Partners June 2007 - August 2007
McKinsey & Company January 2004 - July 2006
Merrill Lynch June 2003 - August 2003
CampGroup, LLC June 2002 - August 2002
Ohio Department of Administrative Services July 2001 - January 2002
Skills
Accounting, Strategic Financial..., Financial Modeling, Business Development, Sourcing, Supply Chain, Sales Management, Pricing, Strategy, Business Transformation, Strategic Planning, Business Strategy, Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Competitive Analysis, Management, Management Consulting, Finance, Change Management
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Entrepreneurship, Analytical Consulting, Operations Mngmt, Finance, Decision Sciences and Marketing
The Ohio State University Fisher College of Business 1999 — 2003
Master of Accounting, Accounting
The Ohio State University Fisher College of Business 1999 — 2003
BSBA, Finance/Accounting
Greif April 2014 - Present
Greif FPS September 2011 - April 2014
McKinsey & Company December 2009 - September 2011
McKinsey & Company August 2008 - November 2009
Norwest Equity Partners June 2007 - August 2007
McKinsey & Company January 2004 - July 2006
Merrill Lynch June 2003 - August 2003
CampGroup, LLC June 2002 - August 2002
Ohio Department of Administrative Services July 2001 - January 2002
Skills
Accounting, Strategic Financial..., Financial Modeling, Business Development, Sourcing, Supply Chain, Sales Management, Pricing, Strategy, Business Transformation, Strategic Planning, Business Strategy, Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Competitive Analysis, Management, Management Consulting, Finance, Change Management
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Entrepreneurship, Analytical Consulting, Operations Mngmt, Finance, Decision Sciences and Marketing
The Ohio State University Fisher College of Business 1999 — 2003
Master of Accounting, Accounting
The Ohio State University Fisher College of Business 1999 — 2003
BSBA, Finance/Accounting
Antonio Miranda Antonio Miranda's Merrill Lynch Experience October 2001 - March 2002
Job Managing Director | CEO
Industry Marketing and Advertising
Experience
NeoLive Marketing January 2015 - Present
SGG Contact Center 2013 - 2015
Softmarketing Comunicação e Informação LTDA September 2013 - December 2014
Philip Morris International January 2012 - September 2013
Philip Morris International September 2008 - 2011
Pernod Ricard June 2006 - September 2008
Diageo January 2005 - December 2005
Universidad ICESI January 2004 - December 2004
American Chamber of Commerce July 2003 - December 2003
Merrill Lynch October 2001 - March 2002
Skills
Fluent English, Fluent Spanish, Conversational French, English, Trade Marketing, Marketing Strategy, Marketing Communications, Consumer Marketing, FMCG, Market Analysis, Market Planning, Marketing, Budgets, French, Branding Initiatives, Marketing Management, Brand Management, International Marketing, Shopper Marketing, Customer Insight, Segmentation, Brand Architecture, Marketing Research, Competitive Analysis, Brand Equity, Consumer Insight, Key Account Development, Market Research, Management
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Consumer Marketing Strategy / Branding, Marketing Management
Universidade de São Paulo 2000 — 2005
Bachelor, Business
Universidad ICESI 2004 — 2004
Business, Economics and International Business
Ridley High School 1997 — 1998
High School Degree
NeoLive Marketing January 2015 - Present
SGG Contact Center 2013 - 2015
Softmarketing Comunicação e Informação LTDA September 2013 - December 2014
Philip Morris International January 2012 - September 2013
Philip Morris International September 2008 - 2011
Pernod Ricard June 2006 - September 2008
Diageo January 2005 - December 2005
Universidad ICESI January 2004 - December 2004
American Chamber of Commerce July 2003 - December 2003
Merrill Lynch October 2001 - March 2002
Skills
Fluent English, Fluent Spanish, Conversational French, English, Trade Marketing, Marketing Strategy, Marketing Communications, Consumer Marketing, FMCG, Market Analysis, Market Planning, Marketing, Budgets, French, Branding Initiatives, Marketing Management, Brand Management, International Marketing, Shopper Marketing, Customer Insight, Segmentation, Brand Architecture, Marketing Research, Competitive Analysis, Brand Equity, Consumer Insight, Key Account Development, Market Research, Management
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Consumer Marketing Strategy / Branding, Marketing Management
Universidade de São Paulo 2000 — 2005
Bachelor, Business
Universidad ICESI 2004 — 2004
Business, Economics and International Business
Ridley High School 1997 — 1998
High School Degree
Andre Marciano Andre Marciano's Merrill Lynch Experience 2003 - 2006
Job
Industry Marketing and Advertising
Experience
Pernod Ricard USA June 2011 - Present
Zenith Media 2008 - 2011
Bartle Bogle Hegarty, LLC 2006 - 2008
Merrill Lynch 2003 - 2006
Miller Brewing Company 1996 - 2003
Skills
Integrated Marketing, Media Planning, Media Buying, Social Media Marketing, Communications Strategy, Marketing Strategy, Sports Marketing, Change Leadership, Media Measurement, Experiential Marketing, Alcoholic Beverages, Advertising, Promotions, Digital Marketing, Marketing Communications, Sponsorship, Online Marketing, Digital Media, Digital Strategy, Marketing Management, Media Strategy, Social Media, Brand Management, Marketing, Customer Insight, Change Management, Strategic Communications, Relationship Marketing
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA
University of Rochester
BA
Pernod Ricard USA June 2011 - Present
Zenith Media 2008 - 2011
Bartle Bogle Hegarty, LLC 2006 - 2008
Merrill Lynch 2003 - 2006
Miller Brewing Company 1996 - 2003
Skills
Integrated Marketing, Media Planning, Media Buying, Social Media Marketing, Communications Strategy, Marketing Strategy, Sports Marketing, Change Leadership, Media Measurement, Experiential Marketing, Alcoholic Beverages, Advertising, Promotions, Digital Marketing, Marketing Communications, Sponsorship, Online Marketing, Digital Media, Digital Strategy, Marketing Management, Media Strategy, Social Media, Brand Management, Marketing, Customer Insight, Change Management, Strategic Communications, Relationship Marketing
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA
University of Rochester
BA
Stephen Weiland Stephen Weiland's Merrill Lynch Experience September 2005 - July 2007
Job Experienced financial professional and investment banker
Industry Investment Banking
Experience
KPMG Corporate Finance LLC July 2012 - Present
Clean Energy Trust November 2010 - Present
Citizens for Clarendon Hills June 2014 - Present
Stifel February 2010 - February 2012
Invest Illinois Venture Fund 2012 - 2012
ThinkEquity December 2007 - February 2010
Merrill Lynch September 2005 - July 2007
Deloitte & Touche August 2001 - July 2003
Skills
Investment Banking, M&A, Equity Financing, Financial Analysis, Strategic Analysis, Corporate Finance, Corporate Development, Accounting, Cleantech, Alternative Energy, Growth Companies, Start-ups, Technology Evaluation, Business Plan Evaluation, Venture Capital, Private Equity, New Business Development, Business Relationship..., Teamwork, MBA, CPA, Mergers, Entrepreneurship, Mergers & Acquisitions, Equities, Investments, Analysis, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1997 — 2001
BS
KPMG Corporate Finance LLC July 2012 - Present
Clean Energy Trust November 2010 - Present
Citizens for Clarendon Hills June 2014 - Present
Stifel February 2010 - February 2012
Invest Illinois Venture Fund 2012 - 2012
ThinkEquity December 2007 - February 2010
Merrill Lynch September 2005 - July 2007
Deloitte & Touche August 2001 - July 2003
Skills
Investment Banking, M&A, Equity Financing, Financial Analysis, Strategic Analysis, Corporate Finance, Corporate Development, Accounting, Cleantech, Alternative Energy, Growth Companies, Start-ups, Technology Evaluation, Business Plan Evaluation, Venture Capital, Private Equity, New Business Development, Business Relationship..., Teamwork, MBA, CPA, Mergers, Entrepreneurship, Mergers & Acquisitions, Equities, Investments, Analysis, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1997 — 2001
BS
John Schmitt, CFA's Merrill Lynch Experience July 2003 - Present
Job Senior Vice President at Merrill Lynch where I help families manage all aspects of their wealth.
Industry Investment Management
Experience
Merrill Lynch July 2003 - Present
GoPicnic 2011 - 2012
Morgan Stanley August 1997 - July 2003
Equitable Real Estate June 1993 - June 1996
Arthur Andersen August 1989 - April 1993
John Schmitt Painting May 1988 - August 1989
Skills
Asset Allocation, Alternative Investments, Retirement Planning, Problem Solving, Portfolio Management, Cash Flow Management, Risk Management, Risk Mitigation, Investment Strategies, Wealth Management, Mergers & Acquisitions, Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters of Management, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Arts, Finance
Loyola Academy 1981 — 1985
High School
Merrill Lynch July 2003 - Present
GoPicnic 2011 - 2012
Morgan Stanley August 1997 - July 2003
Equitable Real Estate June 1993 - June 1996
Arthur Andersen August 1989 - April 1993
John Schmitt Painting May 1988 - August 1989
Skills
Asset Allocation, Alternative Investments, Retirement Planning, Problem Solving, Portfolio Management, Cash Flow Management, Risk Management, Risk Mitigation, Investment Strategies, Wealth Management, Mergers & Acquisitions, Finance
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters of Management, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Arts, Finance
Loyola Academy 1981 — 1985
High School
Donna Balinkie Donna Balinkie's Merrill Lynch Experience June 1989 - June 1991
Job Experienced Marketing Strategy and Branding Strategist
Industry Marketing and Advertising
Experience
Firedrive Marketing Group, LLC July 2011 - Present
TESSCO Technologies July 2002 - June 2011
EarthShell Corporation August 1998 - July 2002
The Coca-Cola Company June 1996 - July 1998
Procter & Gamble July 1994 - June 1996
Merrill Lynch June 1989 - June 1991
Skills
Marketing Strategy, Value Proposition..., Demand Generation, Market Research, Contract Negotiation, New Business Development, Segmentation, Corporate Branding, Marketing..., Competitive Strategy, Market Opportunity..., Social Media Marketing, Mobile Devices, Wireless, Mobile Accessories, Competitive Analysis, Strategic Planning, Business Strategy, Digital Marketing, Marketing Management, Data Analysis, Outsourced Marketing, Strategic Vision, Brand Positioning..., ingredient branding, Consumer Products, Website Development, Outsourced Solutions, Concept Development, Product Development, Concept Generation, Ideas Development, Start-ups, Start-up Consulting, Sales, Online Marketing, Product Management, Management, Value Propositions, B2B Marketing, Leadership Development..., Marketing Coaching, B2B, Marketing, Strategic Partnerships, Strategy
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science in Economics, Finance
Scotch Plains Fanwood High School 1981 — 1985
Scotch Plains Fanwood High School
Firedrive Marketing Group, LLC July 2011 - Present
TESSCO Technologies July 2002 - June 2011
EarthShell Corporation August 1998 - July 2002
The Coca-Cola Company June 1996 - July 1998
Procter & Gamble July 1994 - June 1996
Merrill Lynch June 1989 - June 1991
Skills
Marketing Strategy, Value Proposition..., Demand Generation, Market Research, Contract Negotiation, New Business Development, Segmentation, Corporate Branding, Marketing..., Competitive Strategy, Market Opportunity..., Social Media Marketing, Mobile Devices, Wireless, Mobile Accessories, Competitive Analysis, Strategic Planning, Business Strategy, Digital Marketing, Marketing Management, Data Analysis, Outsourced Marketing, Strategic Vision, Brand Positioning..., ingredient branding, Consumer Products, Website Development, Outsourced Solutions, Concept Development, Product Development, Concept Generation, Ideas Development, Start-ups, Start-up Consulting, Sales, Online Marketing, Product Management, Management, Value Propositions, B2B Marketing, Leadership Development..., Marketing Coaching, B2B, Marketing, Strategic Partnerships, Strategy
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science in Economics, Finance
Scotch Plains Fanwood High School 1981 — 1985
Scotch Plains Fanwood High School
Barney J. Guarino Barney J. Guarino's Merrill Lynch Experience 1986 - 1992
Job at
Industry Packaging and Containers
Experience
Harbor Road Associates February 2014 - Present
Harbor Road Records 2015 - Present
Tempra Technology. Inc. November 1991 - Present
Research & Development Associates for Military Food & Packaging 2000 - 2012
Merrill Lynch 1986 - 1992
Shearson Lehman Bros. 1982 - 1986
Skills
Commodity, Strategic Planning, New Business Development, Product Development, Valuation, Venture Capital, Small Business, Mergers & Acquisitions, Team Building, Start-ups, Sales Management, Executive Management, Entrepreneurship, Business Planning, Business Strategy, Management Consulting, Business Development, Strategic Partnerships, Selling, Budgets, Management, Marketing Strategy, Brand Development, Operations Management, Cross-functional Team..., Strategy, Competitive Analysis, Leadership, Contract Negotiation, Negotiation, Marketing, Product Marketing, P&L Management, B2B, Market Planning, Marketing Management, Product Management, Market Analysis, Manufacturing, Key Account Management, Market Research, Forecasting, Sales
Education
Saint John's University 1978 — 1982
BA
Northwestern University - Kellogg School of Management
Exec Management Program, Strategic Alliances
Harbor Road Associates February 2014 - Present
Harbor Road Records 2015 - Present
Tempra Technology. Inc. November 1991 - Present
Research & Development Associates for Military Food & Packaging 2000 - 2012
Merrill Lynch 1986 - 1992
Shearson Lehman Bros. 1982 - 1986
Skills
Commodity, Strategic Planning, New Business Development, Product Development, Valuation, Venture Capital, Small Business, Mergers & Acquisitions, Team Building, Start-ups, Sales Management, Executive Management, Entrepreneurship, Business Planning, Business Strategy, Management Consulting, Business Development, Strategic Partnerships, Selling, Budgets, Management, Marketing Strategy, Brand Development, Operations Management, Cross-functional Team..., Strategy, Competitive Analysis, Leadership, Contract Negotiation, Negotiation, Marketing, Product Marketing, P&L Management, B2B, Market Planning, Marketing Management, Product Management, Market Analysis, Manufacturing, Key Account Management, Market Research, Forecasting, Sales
Education
Saint John's University 1978 — 1982
BA
Northwestern University - Kellogg School of Management
Exec Management Program, Strategic Alliances
Aaron Gerber's Merrill Lynch Experience 1985 - 1987
Job Partner, Health and Life Sciences at Oliver Wyman
Industry Hospital & Health Care
Experience
Oliver Wyman April 2013 - Present
Vanguard Health Systems September 2011 - October 2012
Gerber Healthcare, Inc. January 2009 - December 2011
Trio Health, LLC June 2004 - December 2008
Allscripts 1999 - 2004
Sprout Group, Venture Capital Donaldson, Lufkin & Jenrette 1998 - 1999
McKinsey & Company 1996 - 1998
Merrill Lynch 1985 - 1987
Skills
Team Leadership, New Business Development, Strategic Planning, Healthcare Information..., Healthcare, Venture Capital, Business Development, Marketing Strategy, Team Building, Physicians, Contract Negotiation, Start-ups, Hospitals, Strategy, Executive Management, Business Strategy, Entrepreneurship, Strategic Partnerships, Managed Care, Product Development, Business Planning, Leadership, Recruiting, Management Consulting, Healthcare Management, Healthcare Industry, Cross-functional Team..., Consulting, Market Research, Management, Healthcare Consulting, Sales
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Healthcare Services Management, Finance, and Entrepreneurship
Northwestern University - The Feinberg School of Medicine 1991 — 1996
MD
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Biology
Highland Park High School
Oliver Wyman April 2013 - Present
Vanguard Health Systems September 2011 - October 2012
Gerber Healthcare, Inc. January 2009 - December 2011
Trio Health, LLC June 2004 - December 2008
Allscripts 1999 - 2004
Sprout Group, Venture Capital Donaldson, Lufkin & Jenrette 1998 - 1999
McKinsey & Company 1996 - 1998
Merrill Lynch 1985 - 1987
Skills
Team Leadership, New Business Development, Strategic Planning, Healthcare Information..., Healthcare, Venture Capital, Business Development, Marketing Strategy, Team Building, Physicians, Contract Negotiation, Start-ups, Hospitals, Strategy, Executive Management, Business Strategy, Entrepreneurship, Strategic Partnerships, Managed Care, Product Development, Business Planning, Leadership, Recruiting, Management Consulting, Healthcare Management, Healthcare Industry, Cross-functional Team..., Consulting, Market Research, Management, Healthcare Consulting, Sales
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Healthcare Services Management, Finance, and Entrepreneurship
Northwestern University - The Feinberg School of Medicine 1991 — 1996
MD
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Biology
Highland Park High School
Nate Lawrie Nate Lawrie's Merrill Lynch Experience April 2009 - August 2009
Job Founder, CEO at Brazyn Life, LLC
Industry Marketing and Advertising
Experience
Brazyn Life, LLC 2015 - Present
Connecticut Greenstar January 2010 - Present
Sacramento Mountain Lions September 2009 - November 2011
Merrill Lynch April 2009 - August 2009
Cincinnati Bengals August 2007 - April 2009
New Orleans Saints December 2005 - December 2006
Tampa Bay Buccaneers April 2004 - December 2005
Skills
Video Production and..., Carpentry, Video Production, Editing, Marketing, Online Business..., Bookkeeping, Global Sourcing, Import Logistics, Operations Management, Employee Management, Employee Training, Management, Marketing Strategy, CRM, New Business Development, Sales, Business Strategy, Brand Development, Selling, Entrepreneurship, Business Development, Social Media, Leadership, Strategy, Strategic Planning
Education
Stanford Graduate School of Business 2013 — 2013
NFL Business Management & Entrepreneurial Program
Kellogg School of Management 2009 — 2009
NFL Business Management & Entrepreneurial Program
Wharton School, University of Pennsylvania 2008 — 2008
NFL Business Management & Entrepreneurial Program
Yale University 2000 — 2004
BS, Political Science
Brazyn Life, LLC 2015 - Present
Connecticut Greenstar January 2010 - Present
Sacramento Mountain Lions September 2009 - November 2011
Merrill Lynch April 2009 - August 2009
Cincinnati Bengals August 2007 - April 2009
New Orleans Saints December 2005 - December 2006
Tampa Bay Buccaneers April 2004 - December 2005
Skills
Video Production and..., Carpentry, Video Production, Editing, Marketing, Online Business..., Bookkeeping, Global Sourcing, Import Logistics, Operations Management, Employee Management, Employee Training, Management, Marketing Strategy, CRM, New Business Development, Sales, Business Strategy, Brand Development, Selling, Entrepreneurship, Business Development, Social Media, Leadership, Strategy, Strategic Planning
Education
Stanford Graduate School of Business 2013 — 2013
NFL Business Management & Entrepreneurial Program
Kellogg School of Management 2009 — 2009
NFL Business Management & Entrepreneurial Program
Wharton School, University of Pennsylvania 2008 — 2008
NFL Business Management & Entrepreneurial Program
Yale University 2000 — 2004
BS, Political Science
Dain Bussewitz Dain Bussewitz's Merrill Lynch Experience 1992 - 1994
Job Chief Financial Officer
Industry Apparel & Fashion
Experience
Jockey International, Inc. 2015 - Present
Abercrombie & Fitch 2013 - 2015
Staples, Inc 2009 - 2012
Nike 2007 - 2009
Nike 2005 - 2009
Nike 2002 - 2005
Marakon Associates 1998 - 2001
Kraft Foods, Inc June 1997 - August 1997
A.T. Kearney 1994 - 1996
Merrill Lynch 1992 - 1994
Skills
Strategic Planning, Business Development, Retail, Finance, P&L Management, Restructuring, Organizational Design, Leadership, Customer Insight, Supply Chain, Monthly Close, Procurement, Business Valuation, Online Marketing, Budget Process, M&A experience, Franchising, Strategic Partnerships, Lean Management, IT Management, Competitive Analysis, Real Estate, Working Capital..., International..., Business Strategy, Management
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance
Valparaiso University 1987 — 1991
B.S.B.A., Finance
Jockey International, Inc. 2015 - Present
Abercrombie & Fitch 2013 - 2015
Staples, Inc 2009 - 2012
Nike 2007 - 2009
Nike 2005 - 2009
Nike 2002 - 2005
Marakon Associates 1998 - 2001
Kraft Foods, Inc June 1997 - August 1997
A.T. Kearney 1994 - 1996
Merrill Lynch 1992 - 1994
Skills
Strategic Planning, Business Development, Retail, Finance, P&L Management, Restructuring, Organizational Design, Leadership, Customer Insight, Supply Chain, Monthly Close, Procurement, Business Valuation, Online Marketing, Budget Process, M&A experience, Franchising, Strategic Partnerships, Lean Management, IT Management, Competitive Analysis, Real Estate, Working Capital..., International..., Business Strategy, Management
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance
Valparaiso University 1987 — 1991
B.S.B.A., Finance
Chris Simcox Chris Simcox's Merrill Lynch Experience February 1999 - January 2007
Job Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2014 - Present
HSBC Private Bank March 2011 - June 2014
Bernstein Global Wealth Management August 2007 - May 2011
Merrill Lynch February 1999 - January 2007
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
Vanderbilt University 1975 — 1979
Bachelor of Arts, Economics
J.P. Morgan June 2014 - Present
HSBC Private Bank March 2011 - June 2014
Bernstein Global Wealth Management August 2007 - May 2011
Merrill Lynch February 1999 - January 2007
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
Vanderbilt University 1975 — 1979
Bachelor of Arts, Economics
Daniel Ray Daniel Ray's Merrill Lynch Experience February 2005 - February 2006
Job Institutional Development Manager
Industry Investment Management
Experience
Consulting Services Support Corporation (CSSC) February 2015 - Present
HawkPeak® Consulting Group January 2014 - January 2015
Euro Pacific Asset Management August 2011 - January 2014
Freedom One Financial October 2010 - July 2011
Altin Holdings LLC March 2007 - July 2010
Merrill Lynch February 2005 - February 2006
Flagstar Bank 2003 - 2005
Merrill Lynch January 2000 - April 2003
Morgan Stanley 1998 - 2000
Skills
Mutual Funds, Asset Managment, Investments, Commodity, Separately Managed..., Alternative Investments, Asset Allocation, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Securities, Strategic Financial..., Equities
Education
Walsh College of Accountancy and Business Administration 2000 — 2004
Bachelor, Finance
Northwood University 1998 — 2000
Associates, Banking & Finance
Chippewa Valley HS 1994 — 1997
Consulting Services Support Corporation (CSSC) February 2015 - Present
HawkPeak® Consulting Group January 2014 - January 2015
Euro Pacific Asset Management August 2011 - January 2014
Freedom One Financial October 2010 - July 2011
Altin Holdings LLC March 2007 - July 2010
Merrill Lynch February 2005 - February 2006
Flagstar Bank 2003 - 2005
Merrill Lynch January 2000 - April 2003
Morgan Stanley 1998 - 2000
Skills
Mutual Funds, Asset Managment, Investments, Commodity, Separately Managed..., Alternative Investments, Asset Allocation, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Securities, Strategic Financial..., Equities
Education
Walsh College of Accountancy and Business Administration 2000 — 2004
Bachelor, Finance
Northwood University 1998 — 2000
Associates, Banking & Finance
Chippewa Valley HS 1994 — 1997
Taylor Edgerton's Merrill Lynch Experience July 2010 - March 2012
Job Summer Associate at Bain & Company
Industry Management Consulting
Experience
Bain & Company June 2015 - Present
Kellogg School of Management August 2014 - Present
Oasis Collections June 2014 - August 2014
Port Logistics Group April 2012 - June 2014
Merrill Lynch July 2010 - March 2012
Merrill Lynch June 2009 - August 2009
BB&T Capital Markets May 2008 - August 2008
Skills
Valuation, Bloomberg, Series 7, Series 63, Business Development, Intex, Supply Chain Management, Strategy, Management, CAS, Supply Chain, Logistics, E-commerce, 3PL, Credit Analysis, Spanish
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2006 — 2010
B.S., Commerce
Bain & Company June 2015 - Present
Kellogg School of Management August 2014 - Present
Oasis Collections June 2014 - August 2014
Port Logistics Group April 2012 - June 2014
Merrill Lynch July 2010 - March 2012
Merrill Lynch June 2009 - August 2009
BB&T Capital Markets May 2008 - August 2008
Skills
Valuation, Bloomberg, Series 7, Series 63, Business Development, Intex, Supply Chain Management, Strategy, Management, CAS, Supply Chain, Logistics, E-commerce, 3PL, Credit Analysis, Spanish
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2006 — 2010
B.S., Commerce
Joseph Garavente Joseph Garavente's Merrill Lynch Experience 1986 - 1999
Job Offering Insurance & Risk Management to Mitigate Risks for the CSuite and Beyond
Industry Insurance
Experience
Hub International July 2009 - Present
TD Securities 2001 - 2007
Merrill Lynch 1986 - 1999
IBM 1983 - 1986
Johns Hopkins Lacrosse 1976 - 1979
Skills
Insurance, Bonds, Financial Services, Risk Management, Alternative Investments, Employee Benefits, Financial Risk, Underwriting, Fixed Income, Portfolio Management, Due Diligence, Health Insurance, Property & Casualty..., Hedge Funds, Investment Banking, Series 7, Loan Origination, Mutual Funds, Life Insurance, Wealth Management, Securities, Equities, Loans, Asset Management, Finance, Series 63, Credit Analysis, Financial Analysis, Financial Modeling, Investments, Disability Insurance, Credit Risk, Credit, General Insurance, Corporate Finance, Asset Managment, Banking
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance, Economics
The Johns Hopkins University 1975 — 1979
BES, Electrical Engineering
Uniondale
Hub International July 2009 - Present
TD Securities 2001 - 2007
Merrill Lynch 1986 - 1999
IBM 1983 - 1986
Johns Hopkins Lacrosse 1976 - 1979
Skills
Insurance, Bonds, Financial Services, Risk Management, Alternative Investments, Employee Benefits, Financial Risk, Underwriting, Fixed Income, Portfolio Management, Due Diligence, Health Insurance, Property & Casualty..., Hedge Funds, Investment Banking, Series 7, Loan Origination, Mutual Funds, Life Insurance, Wealth Management, Securities, Equities, Loans, Asset Management, Finance, Series 63, Credit Analysis, Financial Analysis, Financial Modeling, Investments, Disability Insurance, Credit Risk, Credit, General Insurance, Corporate Finance, Asset Managment, Banking
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance, Economics
The Johns Hopkins University 1975 — 1979
BES, Electrical Engineering
Uniondale
David J. Gardiner's Merrill Lynch Experience June 2014 - Present
Job Senior Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch February 2012 - Present
Merrill Lynch April 2012 - June 2014
AXA Advisors January 2011 - February 2012
AXA Advisors May 2009 - February 2012
Northwood University September 2005 - May 2009
Wolverine Bank April 2007 - May 2008
Education
Northwood University 2005 — 2009
BBA, Banking, Finance and Economics
PAPI 2013 — 2014
Philanthropy
Merrill Lynch June 2014 - Present
Merrill Lynch February 2012 - Present
Merrill Lynch April 2012 - June 2014
AXA Advisors January 2011 - February 2012
AXA Advisors May 2009 - February 2012
Northwood University September 2005 - May 2009
Wolverine Bank April 2007 - May 2008
Education
Northwood University 2005 — 2009
BBA, Banking, Finance and Economics
PAPI 2013 — 2014
Philanthropy
Jeff Cherniss Jeff Cherniss's Merrill Lynch Experience 1979 - 1986
Job Chief Financial Officer at Venture Christian Church
Industry Management Consulting
Experience
Venture Christian Church October 2014 - Present
Management Consultant 2012 - Present
Cityteam International 2002 - 2012
Innovations International 1990 - 2002
Advanced Software 1988 - 1990
bonsu 1987 - 1988
Royal Software 1986 - 1987
Merrill Lynch 1979 - 1986
Skills
Strategic Planning, Mentoring, Start-ups, Governance, Negotiation, Mergers, IT Strategy, Legal, Compliance, Venture Capital, Commercial Real Estate, Corporate Finance, Treasury, Sales Management, Customer Service..., Executive Management, Management Consulting, Due Diligence, Leadership Development, Program Management, Budgets, Human Resources, Nonprofits, Mergers & Acquisitions, Entrepreneurship, Sales, Enterprise Software, SaaS, CRM, Team Building, Marketing Strategy, Strategy, Leadership, Cloud Computing, Risk Management, Process Improvement
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Honors, Finance, Strategy & Environment, International Business
Financial Industry Regulation Authority (previously NASD) 1979 — 1986
Series 7 License, Investment Banking
Occidental College 1976 — 1980
AB, Economics, Dean's List, Intramural Sports Captain
Blair High School, Pasadena 1972 — 1976
Venture Christian Church October 2014 - Present
Management Consultant 2012 - Present
Cityteam International 2002 - 2012
Innovations International 1990 - 2002
Advanced Software 1988 - 1990
bonsu 1987 - 1988
Royal Software 1986 - 1987
Merrill Lynch 1979 - 1986
Skills
Strategic Planning, Mentoring, Start-ups, Governance, Negotiation, Mergers, IT Strategy, Legal, Compliance, Venture Capital, Commercial Real Estate, Corporate Finance, Treasury, Sales Management, Customer Service..., Executive Management, Management Consulting, Due Diligence, Leadership Development, Program Management, Budgets, Human Resources, Nonprofits, Mergers & Acquisitions, Entrepreneurship, Sales, Enterprise Software, SaaS, CRM, Team Building, Marketing Strategy, Strategy, Leadership, Cloud Computing, Risk Management, Process Improvement
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Honors, Finance, Strategy & Environment, International Business
Financial Industry Regulation Authority (previously NASD) 1979 — 1986
Series 7 License, Investment Banking
Occidental College 1976 — 1980
AB, Economics, Dean's List, Intramural Sports Captain
Blair High School, Pasadena 1972 — 1976
Neil Rudd's Merrill Lynch Experience 2001 - 2008
Job Chief Financial and Administrative Officer at NXT Capital
Industry Financial Services
Experience
NXT Capital January 2010 - Present
Merrill Lynch Capital November 2001 - February 2008
Merrill Lynch 2001 - 2008
Heller Financial 1990 - 2001
Price Waterhouse July 1987 - April 1990
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Business Administration (MBA), Finance and Marketing
University of Northern Iowa 1984 — 1987
B.A., Accounting
NXT Capital January 2010 - Present
Merrill Lynch Capital November 2001 - February 2008
Merrill Lynch 2001 - 2008
Heller Financial 1990 - 2001
Price Waterhouse July 1987 - April 1990
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Business Administration (MBA), Finance and Marketing
University of Northern Iowa 1984 — 1987
B.A., Accounting
Mario Samos Jr.'s Merrill Lynch Experience January 2009 - May 2009
Job JDMBA Candidate at Northwestern Law & Kellogg School of Management
Industry Law Practice
Experience
Northwestern Law & Kellogg School of Management August 2014 - Present
JPMorgan Chase & Co. June 2015 - July 2015
U.S. Department of Justice July 2010 - August 2014
Deutsche Bank June 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Friedberg Investment Management June 2008 - August 2008
Skills
Public Speaking, Leadership, Strategy, Data Analysis, International Relations, Writing, Spanish, Statistics, Analysis, Finance, Research
Education
Northwestern University School of Law 2014 — 2017
Juris Doctor (J.D.)
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Rice University 2006 — 2010
Bachelor of Arts (B.A.), Mathematical Economic Analysis, Managerial Studies
Northwestern Law & Kellogg School of Management August 2014 - Present
JPMorgan Chase & Co. June 2015 - July 2015
U.S. Department of Justice July 2010 - August 2014
Deutsche Bank June 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Friedberg Investment Management June 2008 - August 2008
Skills
Public Speaking, Leadership, Strategy, Data Analysis, International Relations, Writing, Spanish, Statistics, Analysis, Finance, Research
Education
Northwestern University School of Law 2014 — 2017
Juris Doctor (J.D.)
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Rice University 2006 — 2010
Bachelor of Arts (B.A.), Mathematical Economic Analysis, Managerial Studies
Thomas Welch Thomas Welch's Merrill Lynch Experience January 2013 - March 2013
Job MBA Candidate at Kellogg School of Management
Industry Real Estate
Experience
NFL 2010 - 2014
Merrill Lynch January 2013 - March 2013
Caterpillar Financial February 2011 - July 2011
Skills
Sports, Sports Marketing, Social Networking, Finance, Market Research, Portfolio Management, Sponsorship, Sports Management, Social Media, Analysis, Marketing, Strategic Financial..., Athletics, Public Speaking, Leadership, Microsoft Office, Strategic Planning, Football
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Wharton School of Business 2013 — 2013
Wharton Sports Business Initiative: Business Management and Entrepreneurship Program, Real Estate and Negotiation
Vanderbilt University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Organizational Leadership
NFL 2010 - 2014
Merrill Lynch January 2013 - March 2013
Caterpillar Financial February 2011 - July 2011
Skills
Sports, Sports Marketing, Social Networking, Finance, Market Research, Portfolio Management, Sponsorship, Sports Management, Social Media, Analysis, Marketing, Strategic Financial..., Athletics, Public Speaking, Leadership, Microsoft Office, Strategic Planning, Football
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Wharton School of Business 2013 — 2013
Wharton Sports Business Initiative: Business Management and Entrepreneurship Program, Real Estate and Negotiation
Vanderbilt University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Organizational Leadership
Allison Arof's Merrill Lynch Experience January 2009 - May 2009
Job Team Lead at Siemens Healthcare
Industry Marketing and Advertising
Experience
Siemens Healthcare September 2014 - Present
Siemens Healthcare October 2012 - September 2014
Siemens Energy May 2011 - October 2012
Evershore Financial Group January 2011 - May 2011
The Central Florida Partnership - myregion.org February 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Marketing, International Business..., Strategy, Business Development, Mathematics, Microsoft Office, SPSS, StatTools, Minitab, Website Development, Digital Marketing, Marketing Plan Pro..., ProModel Simulation...
Education
Northwestern University School of Law 2015 — 2016
Master's degree, Law
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing and International Business
Rollins College 2006 — 2010
Bachelor of Arts (B.A.), Mathematics, Cum Laude
Siemens Healthcare September 2014 - Present
Siemens Healthcare October 2012 - September 2014
Siemens Energy May 2011 - October 2012
Evershore Financial Group January 2011 - May 2011
The Central Florida Partnership - myregion.org February 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Marketing, International Business..., Strategy, Business Development, Mathematics, Microsoft Office, SPSS, StatTools, Minitab, Website Development, Digital Marketing, Marketing Plan Pro..., ProModel Simulation...
Education
Northwestern University School of Law 2015 — 2016
Master's degree, Law
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing and International Business
Rollins College 2006 — 2010
Bachelor of Arts (B.A.), Mathematics, Cum Laude
Sangchul Yoon Sangchul Yoon's Merrill Lynch Experience July 2008 - September 2008
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
A.T. Kearney November 2010 - July 2015
Merrill Lynch July 2008 - September 2008
Skills
Business Strategy, Market Entry, Organizational Design, Acquisition Integration, Financial Modeling, Life Insurance, Property & Casualty..., Securities Market, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2005 — 2009
Mathematics & Economics, Bachelor of Arts (B.A.)
A.T. Kearney November 2010 - July 2015
Merrill Lynch July 2008 - September 2008
Skills
Business Strategy, Market Entry, Organizational Design, Acquisition Integration, Financial Modeling, Life Insurance, Property & Casualty..., Securities Market, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2005 — 2009
Mathematics & Economics, Bachelor of Arts (B.A.)
Denise Ellison Denise Ellison's Merrill Lynch Experience June 2009 - August 2009
Job Associate at Cressey & Co
Industry Financial Services
Experience
Cressey & Co August 2013 - August 2015
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Oxy June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Wealth Management, Investments, Investment Banking, Private Equity
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance, General
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Cressey & Co August 2013 - August 2015
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Oxy June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Wealth Management, Investments, Investment Banking, Private Equity
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Finance, General
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Duda Cardoso's Merrill Lynch Experience June 2009 - August 2009
Job Summer Portfolio Associate at Acumen
Industry Nonprofit Organization Management
Experience
Acumen June 2015 - Present
Kellogg School of Management August 2013 - Present
DLA Piper June 2014 - August 2014
Kiva.org January 2013 - July 2013
Deloitte & Touche August 2012 - January 2013
Deloitte October 2010 - August 2012
Merrill Lynch June 2009 - August 2009
Grupo Winner May 2007 - July 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA)
Northwestern University School of Law 2013 — 2016
Doctor of Law (JD)
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA
Acumen June 2015 - Present
Kellogg School of Management August 2013 - Present
DLA Piper June 2014 - August 2014
Kiva.org January 2013 - July 2013
Deloitte & Touche August 2012 - January 2013
Deloitte October 2010 - August 2012
Merrill Lynch June 2009 - August 2009
Grupo Winner May 2007 - July 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA)
Northwestern University School of Law 2013 — 2016
Doctor of Law (JD)
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA
Eris Thomas Eris Thomas's Merrill Lynch Experience January 1999 - May 1999
Job President and CEO at CORAL GABLES EXECUTIVE PHYSICIANS
Industry Medical Practice
Experience
CORAL GABLES EXECUTIVE PHYSICIANS March 2007 - Present
Deloitte January 2001 - July 2007
Crescent Heights January 1999 - December 2000
Merrill Lynch January 1999 - May 1999
Skills
Strategy, Entrepreneurship, Management, Executive Management, Healthcare, Financial Analysis, Management Consulting, Auditing, Leadership, Accounting, Business Strategy, Start-ups, Business Planning, Strategic Planning, New Business Development, Financial Reporting, Team Building, Forecasting, Operations Management, Corporate Finance, P&L Management, Valuation, Contract Negotiation, Strategy Development, Business Management, Customer Relations, Budgeting, Philanthropy, Board of Directors, Non-profit Boards, Non-profit Board..., Program Management, Marketing Strategy, Public Speaking, Marketing, Customer Service, Business Development, Negotiation, Finance
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Executive MBA; Leadership, Management, & Marketing
University of Miami - School of Business 1998 — 2000
Bachelor's Degree, 3.97/4.00
CORAL GABLES EXECUTIVE PHYSICIANS March 2007 - Present
Deloitte January 2001 - July 2007
Crescent Heights January 1999 - December 2000
Merrill Lynch January 1999 - May 1999
Skills
Strategy, Entrepreneurship, Management, Executive Management, Healthcare, Financial Analysis, Management Consulting, Auditing, Leadership, Accounting, Business Strategy, Start-ups, Business Planning, Strategic Planning, New Business Development, Financial Reporting, Team Building, Forecasting, Operations Management, Corporate Finance, P&L Management, Valuation, Contract Negotiation, Strategy Development, Business Management, Customer Relations, Budgeting, Philanthropy, Board of Directors, Non-profit Boards, Non-profit Board..., Program Management, Marketing Strategy, Public Speaking, Marketing, Customer Service, Business Development, Negotiation, Finance
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Executive MBA; Leadership, Management, & Marketing
University of Miami - School of Business 1998 — 2000
Bachelor's Degree, 3.97/4.00
Thomas Lott Thomas Lott's Merrill Lynch Experience July 1999 - February 2002
Job PM at Badge Capital
Industry Financial Services
Experience
Badge Capital May 2013 - Present
Interactive Financial Group January 2010 - May 2013
Gracie Capital May 2003 - December 2009
Owl Creek Asset Management February 2002 - May 2003
Merrill Lynch July 1999 - February 2002
Skills
Industry Research, Financial Advisory, Fundamental Analysis, Arbitrage, Investment Advisory, Hedge Funds, Portfolio Management, Financial Analysis, Equities, Risk Management, Bonds, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, General
Vanderbilt University 1989 — 1993
Bachelor of Arts (B.A.), Mathematics & Economics
Badge Capital May 2013 - Present
Interactive Financial Group January 2010 - May 2013
Gracie Capital May 2003 - December 2009
Owl Creek Asset Management February 2002 - May 2003
Merrill Lynch July 1999 - February 2002
Skills
Industry Research, Financial Advisory, Fundamental Analysis, Arbitrage, Investment Advisory, Hedge Funds, Portfolio Management, Financial Analysis, Equities, Risk Management, Bonds, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, General
Vanderbilt University 1989 — 1993
Bachelor of Arts (B.A.), Mathematics & Economics
Graham Gordon Graham Gordon's Merrill Lynch Experience May 2006 - August 2006
Job Manager, Strategy at Accenture
Industry Management Consulting
Experience
Accenture 2013 - Present
Accenture 2009 - 2012
Accenture 2007 - 2009
Merrill Lynch May 2006 - August 2006
Skills
Organizational Design, Culture Change, Management Consulting, Business Strategy, Business Process..., Mergers, Business Transformation..., Mergers & Acquisitions, Business Transformation, Strategy, Business Process Design, Strategic Consulting
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Strategy
Vanderbilt University
Summa Cum Laude
Accenture 2013 - Present
Accenture 2009 - 2012
Accenture 2007 - 2009
Merrill Lynch May 2006 - August 2006
Skills
Organizational Design, Culture Change, Management Consulting, Business Strategy, Business Process..., Mergers, Business Transformation..., Mergers & Acquisitions, Business Transformation, Strategy, Business Process Design, Strategic Consulting
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Strategy
Vanderbilt University
Summa Cum Laude
Richard Golz's Merrill Lynch Experience June 2014 - September 2014
Job Analyst Intern at Aon Inpoint
Industry Financial Services
Experience
Aon Inpoint June 2015 - Present
Northwestern University September 2012 - Present
Merrill Lynch June 2014 - September 2014
The Beverly Country Club March 2008 - September 2014
Skills
Electronic Trading, Stock Trading, Microsoft Excel, Microsoft Word, Access, Data Analysis, PowerPoint, Bloomberg, Critical Thinking, Investments, Outlook, Research, Microsoft Office, Public Speaking
Education
Northwestern University 2012 — 2016
BS, Economics
Lyons Township High School 2008 — 2012
Aon Inpoint June 2015 - Present
Northwestern University September 2012 - Present
Merrill Lynch June 2014 - September 2014
The Beverly Country Club March 2008 - September 2014
Skills
Electronic Trading, Stock Trading, Microsoft Excel, Microsoft Word, Access, Data Analysis, PowerPoint, Bloomberg, Critical Thinking, Investments, Outlook, Research, Microsoft Office, Public Speaking
Education
Northwestern University 2012 — 2016
BS, Economics
Lyons Township High School 2008 — 2012
Robert Mauriello Robert Mauriello's Merrill Lynch Experience January 1992 - June 1994
Job Managing Director at Pine Grove Associates
Industry Financial Services
Experience
Pine Grove Associates June 2008 - Present
Colchester Capital June 2008 - September 2008
Bank of America June 1995 - June 2005
Merrill Lynch January 1992 - June 1994
Southwestern June 1988 - August 1989
Skills
Equity Research, Asset Management, Fixed Income, Alternative Investments, Securities, Financial Services, Risk Management, Hedge Funds, Equities, Financial Markets
Education
Northwestern University - Kellogg School of Management 1994 — 1995
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Stuyvesant High School 1983 — 1987
Pine Grove Associates June 2008 - Present
Colchester Capital June 2008 - September 2008
Bank of America June 1995 - June 2005
Merrill Lynch January 1992 - June 1994
Southwestern June 1988 - August 1989
Skills
Equity Research, Asset Management, Fixed Income, Alternative Investments, Securities, Financial Services, Risk Management, Hedge Funds, Equities, Financial Markets
Education
Northwestern University - Kellogg School of Management 1994 — 1995
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Stuyvesant High School 1983 — 1987
Sherry Kenny Sherry Kenny's Merrill Lynch Experience 1991 - 2004
Job Senior Manager, Product Marketing
Industry Marketing and Advertising
Experience
TIAA-CREF June 2015 - Present
Collabera August 2014 - June 2015
Publix Super Markets January 2011 - July 2014
University of Tampa John H. Sykes College of Business September 2010 - December 2010
TIAA-CREF 2004 - March 2010
Merrill Lynch 1991 - 2004
Gallup & Robinson, Inc. 1989 - 1991
United Federal Credit Union 1987 - 1989
University of Notre Dame 1985 - 1987
BP 1975 - 1982
Skills
Market Research, Marketing Strategy, Marketing Communications, Integrated Marketing, Segmentation, Marketing Research, Marketing, Analytics, Direct Marketing, Competitive Analysis, Email Marketing, Strategic Planning, Social Media Marketing, Brand Management, Digital Marketing, Business Development, Critical Thinking, Strategic Communications, Project Management, Leadership, Management, Product Marketing, Customer Insight, New Business Development, Business Planning, Sales, Market Planning, Brand Development, Marketing Management, Online Marketing, Advertising, Market Analysis, Online Advertising, Lead Generation, CRM, Fundraising, Digital Strategy, E-commerce, Social Networking, Google Analytics, Web Analytics, Competitive Intelligence, Corporate Communications, SEM, Corporate Branding, Social Media, B2B Marketing, B2B, Copywriting
Education
Northwestern University - Kellogg School of Management
MBA, Marketing and Finance
TIAA-CREF June 2015 - Present
Collabera August 2014 - June 2015
Publix Super Markets January 2011 - July 2014
University of Tampa John H. Sykes College of Business September 2010 - December 2010
TIAA-CREF 2004 - March 2010
Merrill Lynch 1991 - 2004
Gallup & Robinson, Inc. 1989 - 1991
United Federal Credit Union 1987 - 1989
University of Notre Dame 1985 - 1987
BP 1975 - 1982
Skills
Market Research, Marketing Strategy, Marketing Communications, Integrated Marketing, Segmentation, Marketing Research, Marketing, Analytics, Direct Marketing, Competitive Analysis, Email Marketing, Strategic Planning, Social Media Marketing, Brand Management, Digital Marketing, Business Development, Critical Thinking, Strategic Communications, Project Management, Leadership, Management, Product Marketing, Customer Insight, New Business Development, Business Planning, Sales, Market Planning, Brand Development, Marketing Management, Online Marketing, Advertising, Market Analysis, Online Advertising, Lead Generation, CRM, Fundraising, Digital Strategy, E-commerce, Social Networking, Google Analytics, Web Analytics, Competitive Intelligence, Corporate Communications, SEM, Corporate Branding, Social Media, B2B Marketing, B2B, Copywriting
Education
Northwestern University - Kellogg School of Management
MBA, Marketing and Finance
Linda R. Crane's Merrill Lynch Experience November 1983 - December 1986
Job Estate Planning, Probate, Asset Protection Attorney
Industry Legal Services
Experience
Crane Law Group, P.C. April 2002 - Present
Crane Solutions, Inc. June 2007 - Present
Secure Estate, Inc. June 2003 - Present
The John Marshall Law School 1989 - Present
Bear Stearns December 1986 - June 1989
Merrill Lynch November 1983 - December 1986
Navistar Inc 1981 - 1983
Skills
Estate Planning, Trusts, Commercial Litigation, Public Speaking, Dispute Resolution, Wills, International Law, Corporate Law, Contract Negotiation, Elder Law, Real Estate, Loan Work-outs, Asset Protection, Small Business Legal..., Probate Litigation, Legal Research, Litigation, Mediation
Education
Northwestern University - Kellogg School of Management 1978 — 1981
M.M./M.B.A., Marketing, Hospital and Health Services Management
Northwestern University School of Law 1977 — 1981
J.D., Northwestern University Law School
University of Illinois at Urbana-Champaign 1973 — 1977
B.A.S., Political Science, Economics
Crane Law Group, P.C. April 2002 - Present
Crane Solutions, Inc. June 2007 - Present
Secure Estate, Inc. June 2003 - Present
The John Marshall Law School 1989 - Present
Bear Stearns December 1986 - June 1989
Merrill Lynch November 1983 - December 1986
Navistar Inc 1981 - 1983
Skills
Estate Planning, Trusts, Commercial Litigation, Public Speaking, Dispute Resolution, Wills, International Law, Corporate Law, Contract Negotiation, Elder Law, Real Estate, Loan Work-outs, Asset Protection, Small Business Legal..., Probate Litigation, Legal Research, Litigation, Mediation
Education
Northwestern University - Kellogg School of Management 1978 — 1981
M.M./M.B.A., Marketing, Hospital and Health Services Management
Northwestern University School of Law 1977 — 1981
J.D., Northwestern University Law School
University of Illinois at Urbana-Champaign 1973 — 1977
B.A.S., Political Science, Economics
Shuyi (Iris) Li Shuyi (Iris) Li's Merrill Lynch Experience September 2010 - December 2010
Job MBA Candidate at Kellogg School of Management
Industry Management Consulting
Experience
Deloitte Consulting June 2011 - May 2015
Merrill Lynch September 2010 - December 2010
Guangzhou TV Station June 2008 - July 2008
Skills
Strategy, Management Consulting, Market Research, Business Strategy, Data Analysis, Financial Modeling, Supplier Negotiation, Business Development, Marketing Strategy, Product Development, Strategic Planning, Consumer Insight
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy
Rice University 2008 — 2011
B.A., Double Major in Computational And Applied Math, and Mathematical Economic Analysis, 4.0
Worcester Academy 2006 — 2008
High School Diploma
Deloitte Consulting June 2011 - May 2015
Merrill Lynch September 2010 - December 2010
Guangzhou TV Station June 2008 - July 2008
Skills
Strategy, Management Consulting, Market Research, Business Strategy, Data Analysis, Financial Modeling, Supplier Negotiation, Business Development, Marketing Strategy, Product Development, Strategic Planning, Consumer Insight
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy
Rice University 2008 — 2011
B.A., Double Major in Computational And Applied Math, and Mathematical Economic Analysis, 4.0
Worcester Academy 2006 — 2008
High School Diploma
Brian Callaci Brian Callaci's Merrill Lynch Experience 1997 - 2014
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch 1997 - 2014
Merrill Lynch 1997 - 2014
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1994
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch 1997 - 2014
Merrill Lynch 1997 - 2014
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1994
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Thomas Day Thomas Day's Merrill Lynch Experience August 2012 - July 2014
Job Candidate, 7th Congressional District of Illinois
Industry Public Policy
Experience
The Bunker Incubator July 2014 - August 2015
Merrill Lynch August 2012 - July 2014
Center for Public Safety and Justice July 2012 - August 2012
The Paulson Institute March 2012 - June 2012
University of Chicago Harris School of Public Policy September 2010 - June 2012
The Macon (Ga.) Telegraph / McClatchy Company July 2009 - August 2010
The Medill News Service September 2007 - August 2008
US Army June 2002 - July 2007
Skills
Data Analysis, Writing, Public Finance, Community Relations, Web Design, Tax Strategies, Public Health Policy, Military Liaison, Energy Policy, Series 7, Public Policy, Series 66, Uniform Combined State..., Community Development, Policy Analysis, Defense, Tax, Health Policy, Stata, Research, Fundraising, Leadership, Policy, Economics, International Relations, Political Science, Quantitative Analytics
Education
University of Chicago 2010 — 2012
MPP, Public Policy
Northwestern University 2007 — 2008
MSJ, Broadcast Journalism
Penn State University 1998 — 2002
BA, Integrative Arts
The Bunker Incubator July 2014 - August 2015
Merrill Lynch August 2012 - July 2014
Center for Public Safety and Justice July 2012 - August 2012
The Paulson Institute March 2012 - June 2012
University of Chicago Harris School of Public Policy September 2010 - June 2012
The Macon (Ga.) Telegraph / McClatchy Company July 2009 - August 2010
The Medill News Service September 2007 - August 2008
US Army June 2002 - July 2007
Skills
Data Analysis, Writing, Public Finance, Community Relations, Web Design, Tax Strategies, Public Health Policy, Military Liaison, Energy Policy, Series 7, Public Policy, Series 66, Uniform Combined State..., Community Development, Policy Analysis, Defense, Tax, Health Policy, Stata, Research, Fundraising, Leadership, Policy, Economics, International Relations, Political Science, Quantitative Analytics
Education
University of Chicago 2010 — 2012
MPP, Public Policy
Northwestern University 2007 — 2008
MSJ, Broadcast Journalism
Penn State University 1998 — 2002
BA, Integrative Arts
Andrew Winick's Merrill Lynch Experience September 1999 - May 2005
Job Managing Director at Westbury Group LLC
Industry Investment Banking
Experience
Westbury Group December 2008 - Present
Market Square Food Company, Inc. November 2012 - Present
Online Degree Navigator LLC March 2009 - Present
Morgan Stanley April 2006 - December 2007
Merrill Lynch September 1999 - May 2005
Salomon Smith Barney March 1997 - September 1999
BNP Paribas March 1993 - July 1997
Skills
Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, Start-ups, Entrepreneurship, Financial Analysis, Business Valuation, Financial Modeling, Business Development, Capital Raising, Technology, Capital Markets, Portfolio Management, Higher Education, Online Lead Generation
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Entrepreneurship, Graduated with Distinction
Skidmore College 1986 — 1990
BS, Finance
Westbury Group December 2008 - Present
Market Square Food Company, Inc. November 2012 - Present
Online Degree Navigator LLC March 2009 - Present
Morgan Stanley April 2006 - December 2007
Merrill Lynch September 1999 - May 2005
Salomon Smith Barney March 1997 - September 1999
BNP Paribas March 1993 - July 1997
Skills
Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, Start-ups, Entrepreneurship, Financial Analysis, Business Valuation, Financial Modeling, Business Development, Capital Raising, Technology, Capital Markets, Portfolio Management, Higher Education, Online Lead Generation
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Entrepreneurship, Graduated with Distinction
Skidmore College 1986 — 1990
BS, Finance
Joseph Cavatoni's Merrill Lynch Experience 1994 - 2003
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock April 2009 - Present
BlackRock 2009 - 2011
UBS 2003 - 2009
Merrill Lynch 1994 - 2003
Education
Northwestern University - Kellogg School of Management 2000 — 2001
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
BlackRock April 2009 - Present
BlackRock 2009 - 2011
UBS 2003 - 2009
Merrill Lynch 1994 - 2003
Education
Northwestern University - Kellogg School of Management 2000 — 2001
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Robert Sherman Robert Sherman's Merrill Lynch Experience October 2006 - November 2011
Job Fund Manager (Commercial Real Estate) at Private Equity Suite, LLC
Industry Banking
Experience
Private Equity Suite, LLC January 2011 - Present
Merrill Lynch October 2006 - November 2011
Stackhouse and Leeman January 2000 - April 2005
Skills
Business Process..., Contract Law, First Aid Trainer, First Aid, Risk Management, Financial Analysis, Credit, Commercial Banking, Due Diligence, Financial Reporting, Strategic Financial..., Banking, Mortgage Banking, Equities, Refinance, Loans, Credit Risk, Credit Analysis, Investments, Mortgage Lending, Portfolio Management, Commercial Mortgages, Residential Mortgages, Underwriting, Commercial Lending, Managerial Finance, Funding, Finance, Loan Origination, Real Estate, Real Estate Economics, Asset Management, Valuation, Asset Based Lending, Investment Properties, Mortgage Underwriting, VA loans, Financial Structuring, Structured Finance, Private Equity, Capital Markets, Commercial Real Estate, Mergers & Acquisitions, Financial Services, FHA
Education
Northwestern University 1993 — 2000
Bachelor's degree, Business/Managerial Economics
Private Equity Suite, LLC January 2011 - Present
Merrill Lynch October 2006 - November 2011
Stackhouse and Leeman January 2000 - April 2005
Skills
Business Process..., Contract Law, First Aid Trainer, First Aid, Risk Management, Financial Analysis, Credit, Commercial Banking, Due Diligence, Financial Reporting, Strategic Financial..., Banking, Mortgage Banking, Equities, Refinance, Loans, Credit Risk, Credit Analysis, Investments, Mortgage Lending, Portfolio Management, Commercial Mortgages, Residential Mortgages, Underwriting, Commercial Lending, Managerial Finance, Funding, Finance, Loan Origination, Real Estate, Real Estate Economics, Asset Management, Valuation, Asset Based Lending, Investment Properties, Mortgage Underwriting, VA loans, Financial Structuring, Structured Finance, Private Equity, Capital Markets, Commercial Real Estate, Mergers & Acquisitions, Financial Services, FHA
Education
Northwestern University 1993 — 2000
Bachelor's degree, Business/Managerial Economics
Sam Gurwitz Sam Gurwitz's Merrill Lynch Experience August 2007 - March 2009
Job Aurelius Capital Management
Industry Financial Services
Experience
Aurelius Capital Management August 2015 - Present
Intervale Capital May 2009 - August 2015
Merrill Lynch August 2007 - March 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, LBO, Due Diligence, Corporate Finance, M&A experience, Investments, Finance, Management, Mergers & Acquisitions, Financial Analysis, Portfolio Management
Education
Northwestern University 2003 — 2007
Bachelor of Arts, Mathematical Methods in the Social Sciences ("MMSS") and Economics
Aurelius Capital Management August 2015 - Present
Intervale Capital May 2009 - August 2015
Merrill Lynch August 2007 - March 2009
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, LBO, Due Diligence, Corporate Finance, M&A experience, Investments, Finance, Management, Mergers & Acquisitions, Financial Analysis, Portfolio Management
Education
Northwestern University 2003 — 2007
Bachelor of Arts, Mathematical Methods in the Social Sciences ("MMSS") and Economics
Todd Kincaide Todd Kincaide's Merrill Lynch Experience February 2008 - June 2009
Job Sous Chef at Piccino
Industry Restaurants
Experience
Piccino November 2013 - Present
Piccino March 2012 - July 2013
Wednesdays.com September 2011 - March 2012
Suggenda, Inc. December 2010 - July 2011
New World Ventures January 2011 - March 2011
Moveable Feast Media September 2010 - December 2010
The Culinary Edge June 2010 - August 2010
Merrill Lynch February 2008 - June 2009
Merrill Lynch December 2005 - January 2008
Credit Suisse First Boston February 2004 - November 2005
Skills
Food, Cooking, Vegetarian Nutrition, Marketing, Valuation, Financial Modeling, Strategy, Entrepreneurship, Start-ups, Marketing Strategy, Business Development, Investments
Education
International Culinary Center, formerly the French Culinary Institute 2012 — 2012
Certificate in Culinary Arts
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, 2011, Entrepreneurship, Marketing, Decision Sciences
University of Virginia 1999 — 2003
BA, Economics, Music
The Potomac School
High School Diploma
Piccino November 2013 - Present
Piccino March 2012 - July 2013
Wednesdays.com September 2011 - March 2012
Suggenda, Inc. December 2010 - July 2011
New World Ventures January 2011 - March 2011
Moveable Feast Media September 2010 - December 2010
The Culinary Edge June 2010 - August 2010
Merrill Lynch February 2008 - June 2009
Merrill Lynch December 2005 - January 2008
Credit Suisse First Boston February 2004 - November 2005
Skills
Food, Cooking, Vegetarian Nutrition, Marketing, Valuation, Financial Modeling, Strategy, Entrepreneurship, Start-ups, Marketing Strategy, Business Development, Investments
Education
International Culinary Center, formerly the French Culinary Institute 2012 — 2012
Certificate in Culinary Arts
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, 2011, Entrepreneurship, Marketing, Decision Sciences
University of Virginia 1999 — 2003
BA, Economics, Music
The Potomac School
High School Diploma
Juan Carlos Avila, AIF®'s Merrill Lynch Experience February 1990 - September 2009
Job Managing Partner at Toroso Investments
Industry Financial Services
Experience
Toroso Investments December 2012 - Present
Mesirow Financial September 2009 - December 2012
Merrill Lynch February 1990 - September 2009
Education
Northwestern University - Kellogg School of Management 2002 — 2007
MBA, Management & Organizations, Management & Strategy, Entrepreneurship
University of Wisconsin-Madison 1985 — 1989
BS, Economics
Roslyn High School 1981 — 1985
Toroso Investments December 2012 - Present
Mesirow Financial September 2009 - December 2012
Merrill Lynch February 1990 - September 2009
Education
Northwestern University - Kellogg School of Management 2002 — 2007
MBA, Management & Organizations, Management & Strategy, Entrepreneurship
University of Wisconsin-Madison 1985 — 1989
BS, Economics
Roslyn High School 1981 — 1985
Andrew Maynes's Merrill Lynch Experience June 2014 - Present
Job Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2014 - Present
Accenture September 2009 - June 2015
MD Funds Management June 2008 - August 2008
Ernst & Young May 2007 - August 2007
Zoom Airlines May 2006 - August 2006
Skills
Mergers, Key Performance..., Strategic Planning, Business Strategy, Performance Management, Oil/Gas, Corporate Finance, Accounting, Business Development, Management, Mergers, Outsourcing, Strategy, Team Leadership
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Intended majors in Finance and Management & Strategy
Queen's University 2005 — 2009
Bachelor, Commerce
Universität Mannheim 2008 — 2008
Business
Merrill Lynch June 2014 - Present
Accenture September 2009 - June 2015
MD Funds Management June 2008 - August 2008
Ernst & Young May 2007 - August 2007
Zoom Airlines May 2006 - August 2006
Skills
Mergers, Key Performance..., Strategic Planning, Business Strategy, Performance Management, Oil/Gas, Corporate Finance, Accounting, Business Development, Management, Mergers, Outsourcing, Strategy, Team Leadership
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Intended majors in Finance and Management & Strategy
Queen's University 2005 — 2009
Bachelor, Commerce
Universität Mannheim 2008 — 2008
Business
Darren Jue Darren Jue's Merrill Lynch Experience 1999 - 2002
Job Equity Research Analyst at J.P. Morgan
Industry Investment Banking
Experience
JP Morgan October 2010 - Present
Morgan Stanley & Co. August 2007 - September 2010
GE 2004 - 2005
InVision Technologies 2003 - 2004
Merrill Lynch 1999 - 2002
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Investments, Business Strategy, Equity Valuation, Management Consulting, Start-ups, Mergers & Acquisitions, Competitive Analysis, Fixed Income, Strategy, Venture Capital, Risk Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Toronto 1995 — 1999
BASc
JP Morgan October 2010 - Present
Morgan Stanley & Co. August 2007 - September 2010
GE 2004 - 2005
InVision Technologies 2003 - 2004
Merrill Lynch 1999 - 2002
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Investments, Business Strategy, Equity Valuation, Management Consulting, Start-ups, Mergers & Acquisitions, Competitive Analysis, Fixed Income, Strategy, Venture Capital, Risk Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Toronto 1995 — 1999
BASc
Don Ullmann Don Ullmann's Merrill Lynch Experience 1992 - 2001
Job Principal at DMU Financial Consulting, LLC
Industry Financial Services
Experience
Guggenheim Securities June 2013 - February 2015
Gleacher and Co. 2012 - 2013
Keefe, Bruyette & Woods 2003 - 2011
Merrill Lynch 1992 - 2001
Merrill Lynch 1991 - 1992
Merrill Lynch 1987 - 1991
Salomon Brothers 1982 - 1987
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
Brown University 1976 — 1979
BA, Economics
Guggenheim Securities June 2013 - February 2015
Gleacher and Co. 2012 - 2013
Keefe, Bruyette & Woods 2003 - 2011
Merrill Lynch 1992 - 2001
Merrill Lynch 1991 - 1992
Merrill Lynch 1987 - 1991
Salomon Brothers 1982 - 1987
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
Brown University 1976 — 1979
BA, Economics
Hugh McIlrevey Hugh McIlrevey's Merrill Lynch Experience January 1982 - April 1984
Job Managing Director, Veloces Enterprises LLC
Industry Management Consulting
Experience
Veloces Enterprises LLC March 2004 - Present
Creative Management Group, Inc. July 2004 - November 2005
UBS Wealth Management November 1999 - May 2004
UBS Wealth Management June 1998 - November 1999
PaineWebber Inc. November 1995 - June 1998
PaineWebber Inc. September 1990 - November 1995
PaineWebber Inc. December 1986 - September 1990
PaineWebber Inc. April 1984 - December 1986
Merrill Lynch January 1982 - April 1984
Dean Witter Reynolds June 1980 - January 1982
Skills
Management, Investments, Wealth Management, Series 7, Leadership, Strategic Planning, Finance, Portfolio Management, Mutual Funds, Financial Services, Public Speaking, Coaching, Business Development, Personal Development, Equities, Financial Analysis, Asset Management, Training, Credit, Sales, Alternative Investments, Securities, Strategy, Series 63
Education
Northwood University 1973 — 1975
BBA, Marketing, Management
University of Miami - School of Business 1968 — 1970
Marketing, Acccounting
Northwestern University - Kellogg School of Management
Executive Studies Program
University of Virginia Darden School of Business
Executive Leadership Program
Veloces Enterprises LLC March 2004 - Present
Creative Management Group, Inc. July 2004 - November 2005
UBS Wealth Management November 1999 - May 2004
UBS Wealth Management June 1998 - November 1999
PaineWebber Inc. November 1995 - June 1998
PaineWebber Inc. September 1990 - November 1995
PaineWebber Inc. December 1986 - September 1990
PaineWebber Inc. April 1984 - December 1986
Merrill Lynch January 1982 - April 1984
Dean Witter Reynolds June 1980 - January 1982
Skills
Management, Investments, Wealth Management, Series 7, Leadership, Strategic Planning, Finance, Portfolio Management, Mutual Funds, Financial Services, Public Speaking, Coaching, Business Development, Personal Development, Equities, Financial Analysis, Asset Management, Training, Credit, Sales, Alternative Investments, Securities, Strategy, Series 63
Education
Northwood University 1973 — 1975
BBA, Marketing, Management
University of Miami - School of Business 1968 — 1970
Marketing, Acccounting
Northwestern University - Kellogg School of Management
Executive Studies Program
University of Virginia Darden School of Business
Executive Leadership Program
Jignesh Vakharia Jignesh Vakharia's Merrill Lynch Experience 2008 - 2011
Job Corporate Development: M&A and Investments
Industry Financial Services
Experience
Autodesk October 2014 - Present
Cowen and Company 2012 - 2014
Merrill Lynch 2008 - 2011
Accenture 2000 - 2006
Education
Northwestern University - Kellogg School of Management 2007 — 2009
M.B.A., Finance, Management and Strategy
University of California, Berkeley
Bachelor of Arts (B.A.)
Autodesk October 2014 - Present
Cowen and Company 2012 - 2014
Merrill Lynch 2008 - 2011
Accenture 2000 - 2006
Education
Northwestern University - Kellogg School of Management 2007 — 2009
M.B.A., Finance, Management and Strategy
University of California, Berkeley
Bachelor of Arts (B.A.)
Peter Philips, CFA Peter Philips, CFA's Merrill Lynch Experience June 2000 - February 2002
Job CoHead of US Investment Solutions for Winton
Industry Investment Management
Experience
Winton Capital Management August 2015 - Present
BlackRock April 2011 - June 2015
The Blackstone Group September 2009 - February 2011
BlackRock September 2002 - September 2009
Merrill Lynch June 2000 - February 2002
Skills
Investment Strategies, Hedge Funds, Alternative Investments, Finance, Asset Allocation, Investment Management, Asset Management, Equities, Investment Banking, Business Development, Pension Funds, Investments, Management, Asset Managment, Fixed Income, Capital Markets, Private Equity, Financial Services, CRM, Mutual Funds, Valuation, Series 7
Education
Northwestern University 1996 — 2000
BA, Economics
Winton Capital Management August 2015 - Present
BlackRock April 2011 - June 2015
The Blackstone Group September 2009 - February 2011
BlackRock September 2002 - September 2009
Merrill Lynch June 2000 - February 2002
Skills
Investment Strategies, Hedge Funds, Alternative Investments, Finance, Asset Allocation, Investment Management, Asset Management, Equities, Investment Banking, Business Development, Pension Funds, Investments, Management, Asset Managment, Fixed Income, Capital Markets, Private Equity, Financial Services, CRM, Mutual Funds, Valuation, Series 7
Education
Northwestern University 1996 — 2000
BA, Economics
Aurangzeb Khan (A.K.)'s Merrill Lynch Experience 2000 - 2001
Job Technical Sales @ Okta
Industry Computer Software
Experience
Okta 2013 - Present
CA Technologies 2005 - 2013
Netegrity 2001 - 2005
Merrill Lynch 2000 - 2001
Skills
Cloud Computing, Enterprise Software, SaaS, SOAP, Enterprise Architecture, Identity Management, TCP/IP, Solution Architecture, SOA, Professional Services, Architecture, Pre-sales, Security, Management, Mobile Devices, Integration, Networking, Virtualization, Data Center, IT Strategy, Software Development, IT Service Management, System Architecture, Salesforce.com, Software Project..., Go-to-market Strategy, Business Intelligence, Storage, Product Management, Solution Selling, Business Alliances, PaaS, Agile Methodologies, Sales Enablement, Big Data, CRM, ITIL, Partner Management, Computer Security, Strategic Partnerships, Distributed Systems, Agile Project Management, Mobile Applications, Technical Leadership, Unix
Education
Northwestern University - Kellogg School of Management
M.B.A.
Okta 2013 - Present
CA Technologies 2005 - 2013
Netegrity 2001 - 2005
Merrill Lynch 2000 - 2001
Skills
Cloud Computing, Enterprise Software, SaaS, SOAP, Enterprise Architecture, Identity Management, TCP/IP, Solution Architecture, SOA, Professional Services, Architecture, Pre-sales, Security, Management, Mobile Devices, Integration, Networking, Virtualization, Data Center, IT Strategy, Software Development, IT Service Management, System Architecture, Salesforce.com, Software Project..., Go-to-market Strategy, Business Intelligence, Storage, Product Management, Solution Selling, Business Alliances, PaaS, Agile Methodologies, Sales Enablement, Big Data, CRM, ITIL, Partner Management, Computer Security, Strategic Partnerships, Distributed Systems, Agile Project Management, Mobile Applications, Technical Leadership, Unix
Education
Northwestern University - Kellogg School of Management
M.B.A.
Drew Baird's Merrill Lynch Experience 1999 - 2001
Job Managing Director at Alvarez & Marsal Capital Opportunties
Industry Venture Capital & Private Equity
Experience
A&M Capital Opportunities February 2015 - Present
Maximum Human Performance 2010 - Present
Star Avenue Capital, LLC May 2010 - January 2015
Bear Growth Capital Partners July 2006 - January 2009
Pharmedium 2005 - 2005
Pamlico Capital (formerly Wachovia Capital Partners) July 2001 - June 2004
Merrill Lynch 1999 - 2001
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance and Decision Sciences
Penn State University 1994 — 1999
BS, International Business & Finance
A&M Capital Opportunities February 2015 - Present
Maximum Human Performance 2010 - Present
Star Avenue Capital, LLC May 2010 - January 2015
Bear Growth Capital Partners July 2006 - January 2009
Pharmedium 2005 - 2005
Pamlico Capital (formerly Wachovia Capital Partners) July 2001 - June 2004
Merrill Lynch 1999 - 2001
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance and Decision Sciences
Penn State University 1994 — 1999
BS, International Business & Finance
Brian Kopp's Merrill Lynch Experience June 1998 - June 2000
Job President of North America at Catapult Sports
Industry Sports
Experience
Catapult Sports September 2014 - Present
SXSW August 2014 - Present
Sportz Interactive January 2009 - August 2014
STATS LLC August 2008 - August 2014
Career Education June 2005 - July 2008
the magis group September 2006 - March 2008
HERE, a Nokia company July 2004 - June 2005
Svoboda Capital Partners, LLC July 2000 - August 2002
Merrill Lynch June 1998 - June 2000
Skills
Business Strategy, Market Research, Business Development, Thought Leadership, Mergers, Business Alliances, Joint Ventures, New Business Development, Strategy, Financial Analysis, Strategic Planning, Product Management, Start-ups, Financial Modeling, Leadership, Sports, Mergers & Acquisitions, Analysis, Due Diligence, Corporate Development, Marketing, Strategic Partnerships, Finance, Negotiation, Management, Valuation, Private Equity, Investments, Data Analysis, Analytics, Marketing Strategy, Competitive Analysis, Digital Media, Sports Marketing, Entrepreneurship, Sponsorship, Digital Marketing, Business Planning, Social Media Marketing, CRM, Online Advertising, Integrated Marketing, Executive Management, Digital Strategy, Product Marketing, E-commerce, Venture Capital
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy
Wabash College 1994 — 1998
BA, Economics
St. Viator High School 1992 — 1994
Catapult Sports September 2014 - Present
SXSW August 2014 - Present
Sportz Interactive January 2009 - August 2014
STATS LLC August 2008 - August 2014
Career Education June 2005 - July 2008
the magis group September 2006 - March 2008
HERE, a Nokia company July 2004 - June 2005
Svoboda Capital Partners, LLC July 2000 - August 2002
Merrill Lynch June 1998 - June 2000
Skills
Business Strategy, Market Research, Business Development, Thought Leadership, Mergers, Business Alliances, Joint Ventures, New Business Development, Strategy, Financial Analysis, Strategic Planning, Product Management, Start-ups, Financial Modeling, Leadership, Sports, Mergers & Acquisitions, Analysis, Due Diligence, Corporate Development, Marketing, Strategic Partnerships, Finance, Negotiation, Management, Valuation, Private Equity, Investments, Data Analysis, Analytics, Marketing Strategy, Competitive Analysis, Digital Media, Sports Marketing, Entrepreneurship, Sponsorship, Digital Marketing, Business Planning, Social Media Marketing, CRM, Online Advertising, Integrated Marketing, Executive Management, Digital Strategy, Product Marketing, E-commerce, Venture Capital
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy
Wabash College 1994 — 1998
BA, Economics
St. Viator High School 1992 — 1994
Scott Rosenblum's Merrill Lynch Experience February 2014 - Present
Job The Stulberg Group
Industry Investment Management
Experience
Merrill Lynch February 2014 - Present
RH Bluestein & Company 2003 - February 2014
Lehman Brothers 2000 - 2003
Skills
Alternative Investments, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Hedge Funds, Equities, Financial Modeling, Asset Allocation, Capital Markets, Investment Strategies, Private Equity, Venture Capital, Investment Management
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MS
Northwestern University 1995 — 1999
BA
Andover High School
Merrill Lynch February 2014 - Present
RH Bluestein & Company 2003 - February 2014
Lehman Brothers 2000 - 2003
Skills
Alternative Investments, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Hedge Funds, Equities, Financial Modeling, Asset Allocation, Capital Markets, Investment Strategies, Private Equity, Venture Capital, Investment Management
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MS
Northwestern University 1995 — 1999
BA
Andover High School
Adam McKone's Merrill Lynch Experience December 2012 - Present
Job Financial Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2012 - Present
Griffith Tutoring Group January 2006 - Present
Credit Suisse October 2007 - December 2012
Northern Trust January 2006 - November 2007
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA)
University of Colorado Boulder 2000 — 2005
Bachelors, Accounting
Hotchkiss School 1996 — 2000
Merrill Lynch December 2012 - Present
Griffith Tutoring Group January 2006 - Present
Credit Suisse October 2007 - December 2012
Northern Trust January 2006 - November 2007
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA)
University of Colorado Boulder 2000 — 2005
Bachelors, Accounting
Hotchkiss School 1996 — 2000
Kent Fuller's Merrill Lynch Experience September 1994 - June 2000
Job Managing Director at VennWell LLC
Industry Investment Management
Experience
VennWell LLC July 2012 - Present
FullerHyland Advisors, LLC June 2000 - June 2012
Merrill Lynch September 1994 - June 2000
Education
Northwestern University - Kellogg School of Management 1965 — 1967
Master of Business Administration (MBA), Finance and Financial Management Services
St. Lawrence University 1961 — 1965
St Lukes School 1954 — 1961
High School Degree
VennWell LLC July 2012 - Present
FullerHyland Advisors, LLC June 2000 - June 2012
Merrill Lynch September 1994 - June 2000
Education
Northwestern University - Kellogg School of Management 1965 — 1967
Master of Business Administration (MBA), Finance and Financial Management Services
St. Lawrence University 1961 — 1965
St Lukes School 1954 — 1961
High School Degree
Parker Gundersen's Merrill Lynch Experience January 1999 - December 1999
Job Vice President North America at DFS Group Limited
Industry Retail
Experience
DFS Group Limited May 2015 - Present
DFS Group Ltd. March 2011 - Present
DFS Group Ltd. June 2009 - March 2011
DFS Group Ltd. November 2008 - May 2009
DFS Group Ltd. July 2007 - October 2008
Deloitte Consulting August 2001 - February 2005
Accenture June 2000 - September 2000
Merrill Lynch January 1999 - December 1999
Skills
Leadership, Leadership Development, Finance, Business Strategy, Retail, Luxury Goods, Management, Strategic Planning, Change Management, Culture Change, Management Consulting, New Business Development, Global Business..., Customer Service, Travel Retail, Duty Free, Negotiation, Lease Negotiations, Marketing Strategy, Cross-functional Team..., Merchandising, CRM, P&L Management, Strategy, Product Management, Business Development, Marketing, Sales Management, Training, Budgets, Program Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Strategy and Finance
University of Saint Thomas 1997 — 2001
B.S., Economics
University of Saint Thomas 1997 — 2001
BA, Management
DFS Group Limited May 2015 - Present
DFS Group Ltd. March 2011 - Present
DFS Group Ltd. June 2009 - March 2011
DFS Group Ltd. November 2008 - May 2009
DFS Group Ltd. July 2007 - October 2008
Deloitte Consulting August 2001 - February 2005
Accenture June 2000 - September 2000
Merrill Lynch January 1999 - December 1999
Skills
Leadership, Leadership Development, Finance, Business Strategy, Retail, Luxury Goods, Management, Strategic Planning, Change Management, Culture Change, Management Consulting, New Business Development, Global Business..., Customer Service, Travel Retail, Duty Free, Negotiation, Lease Negotiations, Marketing Strategy, Cross-functional Team..., Merchandising, CRM, P&L Management, Strategy, Product Management, Business Development, Marketing, Sales Management, Training, Budgets, Program Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Strategy and Finance
University of Saint Thomas 1997 — 2001
B.S., Economics
University of Saint Thomas 1997 — 2001
BA, Management
Amanda Gimble's Merrill Lynch Experience 1987 - 2001
Job Senior Vice President, Strategic Initiatives
Industry Philanthropy
Experience
Safe Water Network October 2008 - Present
Non-profits 2006 - 2009
Merrill Lynch 1987 - 2001
Merrill Lynch 1987 - 1990
Bank of America 1978 - 1983
Skills
Non-profits, Strategic Planning, Strategy, Business Strategy, Program Management, Fundraising
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Management, Finance and Marketing
Safe Water Network October 2008 - Present
Non-profits 2006 - 2009
Merrill Lynch 1987 - 2001
Merrill Lynch 1987 - 1990
Bank of America 1978 - 1983
Skills
Non-profits, Strategic Planning, Strategy, Business Strategy, Program Management, Fundraising
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Management, Finance and Marketing
Zeena Hine's Merrill Lynch Experience July 2008 - April 2012
Job Member of Board at United Jewish Federation of Greater Stamford, New Canaan and Darien
Industry Financial Services
Experience
United Jewish Federation of Greater Stamford, New Canaan and Darien August 2011 - August 2013
Merrill Lynch July 2008 - April 2012
The Leukemia & Lymphoma Society 2007 - 2010
Pitney Bowes 2001 - 2007
pitney bowes capital service 2001 - 2004
ProFinance Associates, Inc. 1996 - 2000
GE Capital 1991 - 1995
Chase Manhattan Corporation 1989 - 1991
GE Capital 1984 - 1988
Continental Illinois National Bank June 1981 - June 1984
Skills
New Business Development, Strategic Planning, Management, Investments, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Negotiation, Finance
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance, Managerial Economics
Wayne State University Law School 1972 — 1975
JD
University of Michigan 1968 — 1972
BA, Political Science
Cass Technical High School 1965 — 1968
Diploma, Science and Arts
United Jewish Federation of Greater Stamford, New Canaan and Darien August 2011 - August 2013
Merrill Lynch July 2008 - April 2012
The Leukemia & Lymphoma Society 2007 - 2010
Pitney Bowes 2001 - 2007
pitney bowes capital service 2001 - 2004
ProFinance Associates, Inc. 1996 - 2000
GE Capital 1991 - 1995
Chase Manhattan Corporation 1989 - 1991
GE Capital 1984 - 1988
Continental Illinois National Bank June 1981 - June 1984
Skills
New Business Development, Strategic Planning, Management, Investments, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Negotiation, Finance
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance, Managerial Economics
Wayne State University Law School 1972 — 1975
JD
University of Michigan 1968 — 1972
BA, Political Science
Cass Technical High School 1965 — 1968
Diploma, Science and Arts
James Lange's Merrill Lynch Experience August 1997 - June 1999
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2010 - Present
Bank of America Merrill Lynch 2002 - 2009
Banc of America Securities 2005 - 2008
Counsel Corporation 2000 - 2000
Merrill Lynch August 1997 - June 1999
Bankers Trust 1995 - 1997
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Fixed Income, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Penn State University 1990 — 1995
Deutsche Bank April 2010 - Present
Bank of America Merrill Lynch 2002 - 2009
Banc of America Securities 2005 - 2008
Counsel Corporation 2000 - 2000
Merrill Lynch August 1997 - June 1999
Bankers Trust 1995 - 1997
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Fixed Income, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Penn State University 1990 — 1995
Cristina Hazday's Merrill Lynch Experience August 2002 - May 2005
Job Vice President, Marketing and Product Development at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors November 2011 - Present
Charles Schwab April 2011 - October 2011
United Capital Asset Manaegment July 2005 - September 2007
Merrill Lynch August 2002 - May 2005
Bank of America August 2000 - July 2002
Prime Brokerage Services 1999 - 1999
Cooperfund, Inc. August 1994 - May 1998
Education
Northwestern University - Kellogg School of Management 1998 — 2000
KELLOGG GRADUATE SCHOOL OF MANAGEMENT
Northwestern University
MBA, Finance and Marketing
TULANE UNIVERSITY New
Bachelor of Arts, Art History
Tulane University
Prudential Real Estate Investors November 2011 - Present
Charles Schwab April 2011 - October 2011
United Capital Asset Manaegment July 2005 - September 2007
Merrill Lynch August 2002 - May 2005
Bank of America August 2000 - July 2002
Prime Brokerage Services 1999 - 1999
Cooperfund, Inc. August 1994 - May 1998
Education
Northwestern University - Kellogg School of Management 1998 — 2000
KELLOGG GRADUATE SCHOOL OF MANAGEMENT
Northwestern University
MBA, Finance and Marketing
TULANE UNIVERSITY New
Bachelor of Arts, Art History
Tulane University
Lee Counselman's Merrill Lynch Experience 2002 - 2005
Job Managing Director Head of East Coast Technology Mergers & Acquisitions at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2005 - Present
Merrill Lynch 2002 - 2005
The Carlyle Group May 1999 - August 2000
Arthur Andersen August 1996 - May 1999
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Equities, Venture Capital, Business Strategy, Financial Analysis, Mergers, Due Diligence
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, General
Washington and Lee University 1992 — 1996
BS, Business Administration and Accounting
Norfolk Academy 1980 — 1992
Deutsche Bank August 2005 - Present
Merrill Lynch 2002 - 2005
The Carlyle Group May 1999 - August 2000
Arthur Andersen August 1996 - May 1999
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Equities, Venture Capital, Business Strategy, Financial Analysis, Mergers, Due Diligence
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, General
Washington and Lee University 1992 — 1996
BS, Business Administration and Accounting
Norfolk Academy 1980 — 1992
Lindsay Corby's Merrill Lynch Experience 2001 - 2001
Job Chief Financial Officer at Byline Bank
Industry Financial Services
Experience
Byline Bank July 2015 - Present
QCR Holdings, Inc. September 2012 - Present
Byline Bank June 2013 - June 2015
BXM Holdings, Inc. February 2011 - June 2013
Keefe, Bruyette & Woods, Inc. 2001 - February 2011
Merrill Lynch 2001 - 2001
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Finance, Private Equity, Finance, Portfolio Management, Due Diligence, Financial Modeling, Valuation, Investment Banking, Banking, Capital Markets, Equities
Education
Northwestern University - Kellogg School of Management 2008 — 2009
Executive Education, Womens Senior Leadership
Southern Methodist University - Cox School of Business 1997 — 2000
Southern Methodist University 1996 — 2000
MS, BS, BA, Accounting, Spanish
Hinsdale Central
Byline Bank July 2015 - Present
QCR Holdings, Inc. September 2012 - Present
Byline Bank June 2013 - June 2015
BXM Holdings, Inc. February 2011 - June 2013
Keefe, Bruyette & Woods, Inc. 2001 - February 2011
Merrill Lynch 2001 - 2001
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Finance, Private Equity, Finance, Portfolio Management, Due Diligence, Financial Modeling, Valuation, Investment Banking, Banking, Capital Markets, Equities
Education
Northwestern University - Kellogg School of Management 2008 — 2009
Executive Education, Womens Senior Leadership
Southern Methodist University - Cox School of Business 1997 — 2000
Southern Methodist University 1996 — 2000
MS, BS, BA, Accounting, Spanish
Hinsdale Central
Xiaoxiao Min Tan's Merrill Lynch Experience January 2008 - May 2008
Job Vice President, Associate Client Executive at Marsh
Industry Financial Services
Experience
Marsh April 2015 - Present
Marsh October 2013 - March 2015
Marsh April 2013 - October 2013
Marsh November 2010 - April 2013
Marsh July 2008 - November 2010
Merrill Lynch January 2008 - May 2008
Sony June 2007 - August 2007
Skills
Foreign Casualty, Insurance, Risk Management, Microsoft Excel, Analysis, Mandarin, International Risk, Strategic Planning, Property & Casualty..., Liability, Brokers, Casualty, Risk, Customer Relations, Problem Solving, Research, International Business..., Account Management, Project Management, Casualty Insurance
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2006 — 2009
Bachelor of Science, Marketing and Management
Purdue University 2005 — 2006
Bachelor of Science (B.S.), Management
Marsh April 2015 - Present
Marsh October 2013 - March 2015
Marsh April 2013 - October 2013
Marsh November 2010 - April 2013
Marsh July 2008 - November 2010
Merrill Lynch January 2008 - May 2008
Sony June 2007 - August 2007
Skills
Foreign Casualty, Insurance, Risk Management, Microsoft Excel, Analysis, Mandarin, International Risk, Strategic Planning, Property & Casualty..., Liability, Brokers, Casualty, Risk, Customer Relations, Problem Solving, Research, International Business..., Account Management, Project Management, Casualty Insurance
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2006 — 2009
Bachelor of Science, Marketing and Management
Purdue University 2005 — 2006
Bachelor of Science (B.S.), Management
Andrew Kimball's Merrill Lynch Experience June 2005 - August 2005
Job Associate at Kirkland & Ellis LLP
Industry Legal Services
Experience
Kirkland & Ellis LLP 2012 - Present
Duchossois Industries, Inc. May 2011 - August 2011
Datran Media September 2008 - July 2010
Datran Media September 2007 - September 2008
Applied Predictive Technologies July 2006 - September 2007
Merrill Lynch June 2005 - August 2005
Crutchfield Corporation June 2004 - August 2004
Skills
C#, SQL, HTML, LexisNexis, Westlaw, Analysis, Mergers & Acquisitions, Project Management, Management Consulting, Management, Marketing, Competitive Analysis, Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, JD-MBA, Business Administration and Management, General
Northwestern University School of Law 2010 — 2013
JD, JD-MBA, Law
University of Virginia 2002 — 2006
B.A., Economics with Finance Concentration
Kirkland & Ellis LLP 2012 - Present
Duchossois Industries, Inc. May 2011 - August 2011
Datran Media September 2008 - July 2010
Datran Media September 2007 - September 2008
Applied Predictive Technologies July 2006 - September 2007
Merrill Lynch June 2005 - August 2005
Crutchfield Corporation June 2004 - August 2004
Skills
C#, SQL, HTML, LexisNexis, Westlaw, Analysis, Mergers & Acquisitions, Project Management, Management Consulting, Management, Marketing, Competitive Analysis, Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, JD-MBA, Business Administration and Management, General
Northwestern University School of Law 2010 — 2013
JD, JD-MBA, Law
University of Virginia 2002 — 2006
B.A., Economics with Finance Concentration
Keith Olsen's Merrill Lynch Experience 1996 - 1998
Job Senior Director Innovation Strategy at McDonald's Corporation
Industry Restaurants
Experience
McDonald's Corporation April 2010 - Present
McDonald's Corporation September 2002 - April 2010
I-Works 1999 - 2001
First Analysis 1998 - 1999
Merrill Lynch 1996 - 1998
Lehman Brothers 1994 - 1996
US Navy 1984 - 1991
Skills
Business Strategy, Start-ups, Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance / Accounting
University of Pennsylvania 1980 — 1984
BSe, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Tampa Prep High School
McDonald's Corporation April 2010 - Present
McDonald's Corporation September 2002 - April 2010
I-Works 1999 - 2001
First Analysis 1998 - 1999
Merrill Lynch 1996 - 1998
Lehman Brothers 1994 - 1996
US Navy 1984 - 1991
Skills
Business Strategy, Start-ups, Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance / Accounting
University of Pennsylvania 1980 — 1984
BSe, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Tampa Prep High School
Preston (Bud) Beard's Merrill Lynch Experience 1950 - 1987
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1950 - 1987
Skills
Strategic Planning, Personal Financial..., Customer Service, Asset Management, New Business Development, Business Strategy, Risk Management
Education
Northwestern University 1935 — 1939
bs, bus.adm.
Merrill Lynch 1950 - 1987
Skills
Strategic Planning, Personal Financial..., Customer Service, Asset Management, New Business Development, Business Strategy, Risk Management
Education
Northwestern University 1935 — 1939
bs, bus.adm.
Debra Bolshon Kravitz's Merrill Lynch Experience September 2006 - April 2008
Job Manager Loan Review at GE Capital
Industry Financial Services
Experience
GE Capital September 2010 - Present
Harris Bank April 2008 - September 2010
Merrill Lynch September 2006 - April 2008
GE Capital November 2001 - September 2006
Heller Financial January 1992 - November 2001
The First National Bank of Chicago 1983 - 1991
Skills
Credit, Commercial Lending, Loans, Underwriting, Capital Markets, Financial Services, Structured Finance
Education
Northwestern University - Kellogg School of Management 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Mathematics
GE Capital September 2010 - Present
Harris Bank April 2008 - September 2010
Merrill Lynch September 2006 - April 2008
GE Capital November 2001 - September 2006
Heller Financial January 1992 - November 2001
The First National Bank of Chicago 1983 - 1991
Skills
Credit, Commercial Lending, Loans, Underwriting, Capital Markets, Financial Services, Structured Finance
Education
Northwestern University - Kellogg School of Management 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Mathematics
Ann Lohmeier's Merrill Lynch Experience 2003 - 2008
Job Credit Manager Modeling & Analytics at Nothern Trust
Industry Financial Services
Experience
Nothern Trust April 2009 - Present
Harris Bank May 2008 - March 2009
Merrill Lynch 2003 - 2008
GE Capital August 2002 - April 2003
Heller Financial October 1997 - August 2002
Bank of America September 1996 - October 1997
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Illinois at Urbana-Champaign 1984 — 1988
BS
Nothern Trust April 2009 - Present
Harris Bank May 2008 - March 2009
Merrill Lynch 2003 - 2008
GE Capital August 2002 - April 2003
Heller Financial October 1997 - August 2002
Bank of America September 1996 - October 1997
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Illinois at Urbana-Champaign 1984 — 1988
BS
Robert Moran's Merrill Lynch Experience May 2004 - 2008
Job Managing Director at MidCap Financial
Industry Commercial Real Estate
Experience
MidCap Financial May 2015 - Present
Hotel Capital August 2013 - May 2015
GE Real Estate November 2008 - January 2013
GE Real Estate February 2008 - November 2008
Merrill Lynch May 2004 - 2008
Merrill Lynch July 2002 - December 2003
GE Capital October 2001 - June 2002
Heller Financial June 1996 - September 2001
Dean Witter August 1994 - June 1996
Skills
Valuation, Loans, Portfolio Management, Investments, Credit, Real Estate, Finance, Investment Properties, Mortgage Lending, Underwriting, Structured Finance, Real Estate Transactions, CMBS, Real Estate Economics, Asset Managment, Commercial Real Estate, Capital Markets, Funding, Mezzanine, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Majored in Finance, Strategic Management and Real Estate
Purdue University - Krannert School of Management 1990 — 1994
BA, Finance and Accounting
New Trier High School 1985 — 1989
High School
MidCap Financial May 2015 - Present
Hotel Capital August 2013 - May 2015
GE Real Estate November 2008 - January 2013
GE Real Estate February 2008 - November 2008
Merrill Lynch May 2004 - 2008
Merrill Lynch July 2002 - December 2003
GE Capital October 2001 - June 2002
Heller Financial June 1996 - September 2001
Dean Witter August 1994 - June 1996
Skills
Valuation, Loans, Portfolio Management, Investments, Credit, Real Estate, Finance, Investment Properties, Mortgage Lending, Underwriting, Structured Finance, Real Estate Transactions, CMBS, Real Estate Economics, Asset Managment, Commercial Real Estate, Capital Markets, Funding, Mezzanine, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Majored in Finance, Strategic Management and Real Estate
Purdue University - Krannert School of Management 1990 — 1994
BA, Finance and Accounting
New Trier High School 1985 — 1989
High School
Vanessa Pfaff's Merrill Lynch Experience November 2004 - November 2006
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2014 - Present
ADP November 2009 - November 2012
Goldman Sachs November 2007 - November 2008
Claymore Securities November 2006 - November 2007
Merrill Lynch November 2004 - November 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Marketing, Entrepreneurial Studies
The Ohio State University 2002 — 2006
UBS Wealth Management 2014 - Present
ADP November 2009 - November 2012
Goldman Sachs November 2007 - November 2008
Claymore Securities November 2006 - November 2007
Merrill Lynch November 2004 - November 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Marketing, Entrepreneurial Studies
The Ohio State University 2002 — 2006
Tracy McEuen's Merrill Lynch Experience 1992 - 1995
Job Director of Global Marketing at Mead Johnson Nutrition
Industry Consumer Goods
Experience
Mead Johnson Nutrition November 2005 - Present
Springs Industries 1998 - 2002
The MInute Maid Company 1997 - 1997
Merrill Lynch 1992 - 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Mead Johnson Nutrition November 2005 - Present
Springs Industries 1998 - 2002
The MInute Maid Company 1997 - 1997
Merrill Lynch 1992 - 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1998
David Iwan's Merrill Lynch Experience August 1999 - December 2011
Job Managing Director
Industry Investment Banking
Experience
Nomura Securities 2012 - Present
Merrill Lynch August 1999 - December 2011
Skills
Capital Markets, Valuation, Private Equity, Investment Banking, Equities
Education
Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Yale University 1990 — 1994
BA, Economics
Nomura Securities 2012 - Present
Merrill Lynch August 1999 - December 2011
Skills
Capital Markets, Valuation, Private Equity, Investment Banking, Equities
Education
Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Yale University 1990 — 1994
BA, Economics
Jackie Groves's Merrill Lynch Experience March 2007 - February 2012
Job Investments and Philanthropy
Industry Investment Management
Experience
Willow Grove LLC June 2015 - Present
UBS Wealth Management February 2012 - May 2015
Merrill Lynch March 2007 - February 2012
Candidate for Idaho State Controller March 2006 - November 2006
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Economics, Intl Bus
University of Wisconsin-Madison 1973 — 1976
B.A., French and History
Naperville Central High School
High School
Willow Grove LLC June 2015 - Present
UBS Wealth Management February 2012 - May 2015
Merrill Lynch March 2007 - February 2012
Candidate for Idaho State Controller March 2006 - November 2006
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Economics, Intl Bus
University of Wisconsin-Madison 1973 — 1976
B.A., French and History
Naperville Central High School
High School
Edward Honos's Merrill Lynch Experience August 2000 - December 2002
Job Managing Partner at SagePeak Capital
Industry Venture Capital & Private Equity
Experience
SagePeak Capital January 2013 - Present
Coppermine Capital March 2003 - December 2012
Merrill Lynch August 2000 - December 2002
Lehman Brothers June 1999 - August 1999
Merrill Lynch April 1996 - June 1998
Price Waterhouse July 1993 - March 1996
Skills
Private Equity, Investment Banking, Corporate Finance, Venture Capital, Equities, Mergers & Acquisitions, Corporate Development, Start-ups, Investments, Strategy, LBO, Financial Services, Capital
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance & Strategy
University of Michigan 1989 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
Detroit Country Day School 1986 — 1989
SagePeak Capital January 2013 - Present
Coppermine Capital March 2003 - December 2012
Merrill Lynch August 2000 - December 2002
Lehman Brothers June 1999 - August 1999
Merrill Lynch April 1996 - June 1998
Price Waterhouse July 1993 - March 1996
Skills
Private Equity, Investment Banking, Corporate Finance, Venture Capital, Equities, Mergers & Acquisitions, Corporate Development, Start-ups, Investments, Strategy, LBO, Financial Services, Capital
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance & Strategy
University of Michigan 1989 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
Detroit Country Day School 1986 — 1989
David Sherwood's Merrill Lynch Experience July 1987 - July 1999
Job Managing Director / Partner at Century Capital Management
Industry Venture Capital & Private Equity
Experience
Century Capital Management 2007 - Present
Lehman Brothers July 1999 - March 2007
Merrill Lynch July 1987 - July 1999
Skills
Investment Banking, Financial Services, Strategy, Finance, Capital Raising, Private Equity, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Equities, Due Diligence, Investments, LBO, Capital Markets, Corporate Development
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA
University of Michigan 1981 — 1985
BA, Economics
Semester at Sea 1984 — 1984
Century Capital Management 2007 - Present
Lehman Brothers July 1999 - March 2007
Merrill Lynch July 1987 - July 1999
Skills
Investment Banking, Financial Services, Strategy, Finance, Capital Raising, Private Equity, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Equities, Due Diligence, Investments, LBO, Capital Markets, Corporate Development
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA
University of Michigan 1981 — 1985
BA, Economics
Semester at Sea 1984 — 1984
Cullen Malley's Merrill Lynch Experience January 2006 - August 2007
Job Customer Marketing Manager, Unilever
Industry Consumer Goods
Experience
Unilever September 2013 - Present
Unilever September 2011 - September 2013
Unilever June 2009 - September 2011
SC Johnson June 2008 - August 2008
Merrill Lynch January 2006 - August 2007
Merrill Lynch November 2003 - December 2005
Accenture September 1998 - November 2003
Skills
Cross-functional Team..., Process Engineering, Business Analysis, Process Modeling, Segmentation, Business Strategy, Market Research, Brand Development, Management, Brand Management, Consumer Products, Product Management, Integrated Marketing, Customer Insight, Strategy, Competitive Analysis, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
The Johns Hopkins University 1994 — 1998
B.A.
Unilever September 2013 - Present
Unilever September 2011 - September 2013
Unilever June 2009 - September 2011
SC Johnson June 2008 - August 2008
Merrill Lynch January 2006 - August 2007
Merrill Lynch November 2003 - December 2005
Accenture September 1998 - November 2003
Skills
Cross-functional Team..., Process Engineering, Business Analysis, Process Modeling, Segmentation, Business Strategy, Market Research, Brand Development, Management, Brand Management, Consumer Products, Product Management, Integrated Marketing, Customer Insight, Strategy, Competitive Analysis, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
The Johns Hopkins University 1994 — 1998
B.A.
Kelly McPhilliamy's Merrill Lynch Experience 1997 - 1999
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2003 - Present
Morgan Stanley 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
Wells Fargo Securities 2003 - Present
Morgan Stanley 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
Scott Gibaratz's Merrill Lynch Experience 1991 - 2003
Job Managing Director at Thayer Hidden Creek
Industry Automotive
Experience
Qualitor, Inc. 2006 - Present
HCI Equity Partners January 2004 - Present
Merrill Lynch 1991 - 2003
Education
Northwestern University - Kellogg School of Management
MBA, Finance & Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Finance & Accounting
Qualitor, Inc. 2006 - Present
HCI Equity Partners January 2004 - Present
Merrill Lynch 1991 - 2003
Education
Northwestern University - Kellogg School of Management
MBA, Finance & Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Finance & Accounting
Matthew Bryant's Merrill Lynch Experience June 2010 - January 2012
Job Associate at Davis Polk & Wardwell LLP
Industry Law Practice
Experience
Davis Polk & Wardwell LLP August 2014 - Present
Kaye Scholer LLP August 2013 - July 2014
Jump Rope, Inc. February 2012 - May 2013
Merrill Lynch June 2010 - January 2012
Kirkland & Ellis LLP September 2005 - May 2010
Education
The University of Chicago - Booth School of Business 2009 — 2010
Coursework in Finance and Real Estate
Northwestern University School of Law 2003 — 2005
JD, Law
Temple University - James E. Beasley School of Law 2002 — 2003
JD Coursework, Law
University of Pennsylvania 1998 — 2002
BA, Politics
Fountain Valley School of Colorado 1994 — 1998
Davis Polk & Wardwell LLP August 2014 - Present
Kaye Scholer LLP August 2013 - July 2014
Jump Rope, Inc. February 2012 - May 2013
Merrill Lynch June 2010 - January 2012
Kirkland & Ellis LLP September 2005 - May 2010
Education
The University of Chicago - Booth School of Business 2009 — 2010
Coursework in Finance and Real Estate
Northwestern University School of Law 2003 — 2005
JD, Law
Temple University - James E. Beasley School of Law 2002 — 2003
JD Coursework, Law
University of Pennsylvania 1998 — 2002
BA, Politics
Fountain Valley School of Colorado 1994 — 1998
Lisa Crady's Merrill Lynch Experience December 2002 - April 2006
Job Executive Director at CoBank
Industry Banking
Experience
CoBank February 2009 - Present
Merrill Lynch December 2002 - April 2006
LaSalle Bank September 1998 - December 2002
Crowe Horwath LLP September 1996 - September 1998
Skills
Leveraged Finance, Credit, Commercial Lending, Financial Analysis, Credit Analysis, Portfolio Management, Loans, Commercial Banking, Finance, Leveraged Lending, Syndications, Capital Markets, Relationship Management
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Statistics
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BS, Accounting
CoBank February 2009 - Present
Merrill Lynch December 2002 - April 2006
LaSalle Bank September 1998 - December 2002
Crowe Horwath LLP September 1996 - September 1998
Skills
Leveraged Finance, Credit, Commercial Lending, Financial Analysis, Credit Analysis, Portfolio Management, Loans, Commercial Banking, Finance, Leveraged Lending, Syndications, Capital Markets, Relationship Management
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Statistics
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BS, Accounting
Michael Wagner, CFP®'s Merrill Lynch Experience August 2001 - March 2012
Job First Vice President Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
Merrill Lynch August 2001 - March 2012
Franchise Management Group 1994 - 2001
McDonald's May 1995 - August 1995
Comdisco September 1993 - June 1994
Comdisco September 1992 - September 1993
Household Finance September 1990 - July 1992
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, International Business and Marketing
University of Southern California - Marshall School of Business 1986 — 1990
BS, Business Entrepreneurship
Morgan Stanley Smith Barney March 2012 - Present
Merrill Lynch August 2001 - March 2012
Franchise Management Group 1994 - 2001
McDonald's May 1995 - August 1995
Comdisco September 1993 - June 1994
Comdisco September 1992 - September 1993
Household Finance September 1990 - July 1992
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, International Business and Marketing
University of Southern California - Marshall School of Business 1986 — 1990
BS, Business Entrepreneurship
David Zuaiter's Merrill Lynch Experience 1991 - 1995
Job Executive Director of Finance, Quad Graphics
Industry Financial Services
Experience
Quad/Graphics July 2010 - Present
Worldcolor October 2007 - July 2010
Aon July 2004 - October 2007
URS Corporation / TY LIN Interntational 2001 - 2004
Crunchy Technologies 1999 - 2000
The World Bank 1995 - 1999
Merrill Lynch 1991 - 1995
Skills
Management, Program Management, Start-ups, Strategic Leadership, Operational Efficiency, Business Restructures, Strategic Financial..., Growth Strategies
Education
Northwestern University - Kellogg School of Management
Aon Catalyst Americas Leadership Program
The George Washington University - School of Business
Master of Science (M.S.), Management Information Systems and Services
The George Washington University - School of Business
Master of Business Administration (M.B.A.), Finance
The George Washington University - School of Business 1988 — 1991
Bachelor of Business Administration (BBA), International Business
Quad/Graphics July 2010 - Present
Worldcolor October 2007 - July 2010
Aon July 2004 - October 2007
URS Corporation / TY LIN Interntational 2001 - 2004
Crunchy Technologies 1999 - 2000
The World Bank 1995 - 1999
Merrill Lynch 1991 - 1995
Skills
Management, Program Management, Start-ups, Strategic Leadership, Operational Efficiency, Business Restructures, Strategic Financial..., Growth Strategies
Education
Northwestern University - Kellogg School of Management
Aon Catalyst Americas Leadership Program
The George Washington University - School of Business
Master of Science (M.S.), Management Information Systems and Services
The George Washington University - School of Business
Master of Business Administration (M.B.A.), Finance
The George Washington University - School of Business 1988 — 1991
Bachelor of Business Administration (BBA), International Business
Julian Gorman's Merrill Lynch Experience November 2010 - December 2012
Job Sales and marketing
Industry Financial Services
Experience
Merrill Lynch November 2010 - December 2012
UTI September 2002 - October 2009
Lexmark International March 1991 - February 2000
IBM July 1973 - March 1991
Skills
Leading sales teams and..., customer needs,..., and effective sales..., Skilled in territory..., Effective verbal and..., Knows how to structure..., Creating win-win..., Skilled at creating...
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor of Arts
Merrill Lynch November 2010 - December 2012
UTI September 2002 - October 2009
Lexmark International March 1991 - February 2000
IBM July 1973 - March 1991
Skills
Leading sales teams and..., customer needs,..., and effective sales..., Skilled in territory..., Effective verbal and..., Knows how to structure..., Creating win-win..., Skilled at creating...
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor of Arts
Will Nguyen's Merrill Lynch Experience 2006 - 2008
Job Senior Analyst at BlackSand Capital
Industry Real Estate
Experience
BlackSand Capital 2015 - Present
Microsoft 2013 - 2015
Ropes & Gray LLP 2012 - 2012
Microsoft 2008 - 2011
Merrill Lynch 2006 - 2008
Skills
Financial Modeling, Corporate Development, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Finance, Valuation, Competitive Analysis, Mergers & Acquisitions, Private Equity, Entrepreneurship, Venture Capital, Business Development, Start-ups
Education
Northwestern University School of Law
Doctor of Law (JD)
University of Washington
Bachelor of Arts (BA)
Punahou School
High School
BlackSand Capital 2015 - Present
Microsoft 2013 - 2015
Ropes & Gray LLP 2012 - 2012
Microsoft 2008 - 2011
Merrill Lynch 2006 - 2008
Skills
Financial Modeling, Corporate Development, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Finance, Valuation, Competitive Analysis, Mergers & Acquisitions, Private Equity, Entrepreneurship, Venture Capital, Business Development, Start-ups
Education
Northwestern University School of Law
Doctor of Law (JD)
University of Washington
Bachelor of Arts (BA)
Punahou School
High School
Charlie Denison's Merrill Lynch Experience July 2006 - July 2009
Job Principal at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners July 2009 - Present
Merrill Lynch July 2006 - July 2009
Golfsmith May 2000 - December 2004
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder 2002 — 2006
BS, Finance
Adams Street Partners July 2009 - Present
Merrill Lynch July 2006 - July 2009
Golfsmith May 2000 - December 2004
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder 2002 — 2006
BS, Finance
Prithvi Nobuth's Merrill Lynch Experience June 2008 - August 2008
Job Director, PwC
Industry Management Consulting
Experience
PwC August 2009 - Present
California Poets In The Schools January 2011 - December 2013
Merrill Lynch June 2008 - August 2008
KPMG September 2005 - September 2007
Deloitte July 2004 - September 2005
Quaker City Bank 2002 - 2004
Skills
Financial Analysis, Management Consulting, Valuation, Due Diligence, Corporate Finance, Corporate Development, Business Strategy, Strategy, Market Entry, Mergers, Acquisition Integration, Private Equity, M&A experience, Competitive Analysis, Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance and Entrepreneurship
Whittier College 1999 — 2003
BA, Economics
PwC August 2009 - Present
California Poets In The Schools January 2011 - December 2013
Merrill Lynch June 2008 - August 2008
KPMG September 2005 - September 2007
Deloitte July 2004 - September 2005
Quaker City Bank 2002 - 2004
Skills
Financial Analysis, Management Consulting, Valuation, Due Diligence, Corporate Finance, Corporate Development, Business Strategy, Strategy, Market Entry, Mergers, Acquisition Integration, Private Equity, M&A experience, Competitive Analysis, Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance and Entrepreneurship
Whittier College 1999 — 2003
BA, Economics
Mike Kirwan's Merrill Lynch Experience 2007 - Present
Job FVP/Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Smith Barney 2003 - 2007
Education
Northwestern University - Kellogg School of Management 1983 — 1984
Business
University of Arizona 1976 — 1980
B.S., Accounting
Merrill Lynch 2007 - Present
Smith Barney 2003 - 2007
Education
Northwestern University - Kellogg School of Management 1983 — 1984
Business
University of Arizona 1976 — 1980
B.S., Accounting
Mollie Gawronski's Merrill Lynch Experience November 1997 - April 2000
Job Head, U.S. Small Business Strategy
Industry Banking
Experience
BMO Harris Bank July 2014 - Present
BMO Harris Bank July 2011 - July 2014
BMO Harris Bank July 2009 - July 2011
BMO Harris Bank October 2004 - June 2009
Citadel LLC May 2000 - June 2003
Merrill Lynch November 1997 - April 2000
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Retail Banking, Financial Analysis, Consumer Lending, Treasury Management, Sales Management, Leadership, Finance, Credit Risk, New Business Development, Project Management, Resource Management, Sales, Strategic Planning, Business Development
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Kellogg-Schulich: Master of Business Administration
York University - Schulich School of Business 2014 — 2015
Kellogg-Schulich: Master of Business Administration
University of Dayton 1993 — 1997
Bachelor's degree, Finance and International Business
BMO Harris Bank July 2014 - Present
BMO Harris Bank July 2011 - July 2014
BMO Harris Bank July 2009 - July 2011
BMO Harris Bank October 2004 - June 2009
Citadel LLC May 2000 - June 2003
Merrill Lynch November 1997 - April 2000
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Retail Banking, Financial Analysis, Consumer Lending, Treasury Management, Sales Management, Leadership, Finance, Credit Risk, New Business Development, Project Management, Resource Management, Sales, Strategic Planning, Business Development
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Kellogg-Schulich: Master of Business Administration
York University - Schulich School of Business 2014 — 2015
Kellogg-Schulich: Master of Business Administration
University of Dayton 1993 — 1997
Bachelor's degree, Finance and International Business
Matt Soule's Merrill Lynch Experience 1995 - 1996
Job President at EnnisFlint
Industry Plastics
Experience
Ennis-Flint June 2015 - Present
Ennis-Flint August 2004 - May 2015
Wachovia Capital Partners 2000 - 2003
Equity Group Investments 1996 - 2000
Merrill Lynch 1995 - 1996
Skills
Mergers, Private Equity, New Business Development, Budgets, Negotiation, Financial Modeling, Corporate Finance, Divestitures, Strategic Planning, Accounting, Sales, Mergers & Acquisitions, Forecasting, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MM, Finance, Accounting
University of North Carolina at Chapel Hill 1987 — 1991
BA, History, Geography
Hibriten High School 1983 — 1987
Ennis-Flint June 2015 - Present
Ennis-Flint August 2004 - May 2015
Wachovia Capital Partners 2000 - 2003
Equity Group Investments 1996 - 2000
Merrill Lynch 1995 - 1996
Skills
Mergers, Private Equity, New Business Development, Budgets, Negotiation, Financial Modeling, Corporate Finance, Divestitures, Strategic Planning, Accounting, Sales, Mergers & Acquisitions, Forecasting, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MM, Finance, Accounting
University of North Carolina at Chapel Hill 1987 — 1991
BA, History, Geography
Hibriten High School 1983 — 1987
Cari (Dugan) Buckley's Merrill Lynch Experience March 2008 - June 2009
Job Manager, Fisher Career Resource Center
Industry Financial Services
Experience
University of Chicago Booth School of Business December 2014 - March 2015
Bank of America Merrill Lynch June 2009 - May 2014
Merrill Lynch March 2008 - June 2009
Merrill Lynch June 2006 - March 2008
Skills
Equities, Fixed Income, Securities, Financial Services, Series 7, Bloomberg, Investments, Bonds, Trading, Derivatives, Risk Management, Wealth Management, Asset Allocation, Options, Finance
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (MS), Library and Information Science
Northwestern University - Kellogg School of Management
Skidmore College 2002 — 2006
BA, Economics
University of Chicago Booth School of Business December 2014 - March 2015
Bank of America Merrill Lynch June 2009 - May 2014
Merrill Lynch March 2008 - June 2009
Merrill Lynch June 2006 - March 2008
Skills
Equities, Fixed Income, Securities, Financial Services, Series 7, Bloomberg, Investments, Bonds, Trading, Derivatives, Risk Management, Wealth Management, Asset Allocation, Options, Finance
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (MS), Library and Information Science
Northwestern University - Kellogg School of Management
Skidmore College 2002 — 2006
BA, Economics
Samantha Wei's Merrill Lynch Experience September 2010 - December 2010
Job Research Associate at Aurora Investment Management
Industry Financial Services
Experience
Aurora Investment Management July 2014 - Present
Pavilion Advisory Group July 2012 - June 2014
Northwestern University September 2008 - July 2012
Mercer Investment Consulting June 2011 - September 2011
Merrill Lynch September 2010 - December 2010
Zurich Financial Services July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Stata, R, Bloomberg Terminal
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Statistics, BIP Minor
Stevenson High School
Aurora Investment Management July 2014 - Present
Pavilion Advisory Group July 2012 - June 2014
Northwestern University September 2008 - July 2012
Mercer Investment Consulting June 2011 - September 2011
Merrill Lynch September 2010 - December 2010
Zurich Financial Services July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Stata, R, Bloomberg Terminal
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Statistics, BIP Minor
Stevenson High School
Philip Enan's Merrill Lynch Experience September 2005 - September 2006
Job VP, Global Corporate Development at ACE Group
Industry Insurance
Experience
ACE Group September 2013 - Present
BMO Capital Markets August 2011 - September 2013
Piper Jaffray August 2010 - August 2011
Sunridge Capital Advisors November 2007 - August 2010
Deutsche Bank September 2006 - November 2007
Merrill Lynch September 2005 - September 2006
Aon Benfield November 2001 - June 2003
Credit Suisse June 2000 - October 2001
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Insurance, Reinsurance, Corporate Development, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA) with Distinction, Accounting and Finance
Stanford University 1996 — 2000
Bachelor of Arts (BA), International Relations
ACE Group September 2013 - Present
BMO Capital Markets August 2011 - September 2013
Piper Jaffray August 2010 - August 2011
Sunridge Capital Advisors November 2007 - August 2010
Deutsche Bank September 2006 - November 2007
Merrill Lynch September 2005 - September 2006
Aon Benfield November 2001 - June 2003
Credit Suisse June 2000 - October 2001
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Insurance, Reinsurance, Corporate Development, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA) with Distinction, Accounting and Finance
Stanford University 1996 — 2000
Bachelor of Arts (BA), International Relations
Courtney Dayno's Merrill Lynch Experience June 2007 - August 2007
Job MBA and MEM Candidate at Kellogg School of Management and McCormick School of Engineering, Northwestern University
Industry Management Consulting
Experience
ZS Associates June 2014 - August 2014
IBM April 2011 - August 2013
IBM June 2009 - March 2011
Merrill Lynch June 2007 - August 2007
Office of US Congressman Rahm Emanuel June 2006 - August 2006
Skills
Strategy, Business Process..., Business Transformation, IT Strategy, Management Consulting, Program Management, Business Process, Change Management, Governance, Business Strategy, Consulting
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA) and Master of Engineering Management (MEM)
University of Pennsylvania 2005 — 2009
BA, Economics, Communications
ZS Associates June 2014 - August 2014
IBM April 2011 - August 2013
IBM June 2009 - March 2011
Merrill Lynch June 2007 - August 2007
Office of US Congressman Rahm Emanuel June 2006 - August 2006
Skills
Strategy, Business Process..., Business Transformation, IT Strategy, Management Consulting, Program Management, Business Process, Change Management, Governance, Business Strategy, Consulting
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA) and Master of Engineering Management (MEM)
University of Pennsylvania 2005 — 2009
BA, Economics, Communications
Michael Higley's Merrill Lynch Experience June 1985 - September 2000
Job Vice President Business Development at Advantage Futures
Industry Financial Services
Experience
Advantage Futures June 2010 - Present
Merrill Lynch June 1985 - September 2000
Skills
Financial analysis, Investment Allocation, Trade Execution
Education
Northwestern University - Kellogg School of Management 1980 — 1983
MBA, Finance/Accounting
DePauw University 1975 — 1979
Economics
Oswego HS
Advantage Futures June 2010 - Present
Merrill Lynch June 1985 - September 2000
Skills
Financial analysis, Investment Allocation, Trade Execution
Education
Northwestern University - Kellogg School of Management 1980 — 1983
MBA, Finance/Accounting
DePauw University 1975 — 1979
Economics
Oswego HS
Corey Tobin's Merrill Lynch Experience May 1996 - June 1998
Job Investment Management Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company August 2012 - Present
Trustwave February 2011 - August 2012
William Blair and Company September 2001 - February 2011
Willis Stein & Partners June 1998 - June 2000
Merrill Lynch May 1996 - June 1998
PwC May 1995 - May 1996
Skills
Equity Research, Valuation, Financial Analysis, Stock Picking, Investments, Asset Management, CFOs, Financial Planning, Financial Modeling, Industry Analysis, Investment Banking, Series 7, Business Valuation, LBO, Series 63, Private Equity, Factset, Due Diligence, Mergers, Venture Capital, Mergers & Acquisitions, Investment Management, Alternative Investments
Education
University of Chicago 2001 — 2003
Masters, Computer Science
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Corporate Strategy, Marketing
University of Michigan 1991 — 1995
BBA, Accounting & Finance
William Blair & Company August 2012 - Present
Trustwave February 2011 - August 2012
William Blair and Company September 2001 - February 2011
Willis Stein & Partners June 1998 - June 2000
Merrill Lynch May 1996 - June 1998
PwC May 1995 - May 1996
Skills
Equity Research, Valuation, Financial Analysis, Stock Picking, Investments, Asset Management, CFOs, Financial Planning, Financial Modeling, Industry Analysis, Investment Banking, Series 7, Business Valuation, LBO, Series 63, Private Equity, Factset, Due Diligence, Mergers, Venture Capital, Mergers & Acquisitions, Investment Management, Alternative Investments
Education
University of Chicago 2001 — 2003
Masters, Computer Science
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Corporate Strategy, Marketing
University of Michigan 1991 — 1995
BBA, Accounting & Finance
GARRICK NIELSEN's Merrill Lynch Experience March 1999 - March 2003
Job Commercial Banking and Cash Management Services
Industry Banking
Experience
Standard Bank and Trust Company April 2013 - Present
Baytree National Bank & Trust Co. February 2010 - March 2013
American Chartered Bank March 2003 - October 2008
Merrill Lynch March 1999 - March 2003
Citibank FSB October 1996 - February 1999
American National Bank & Trust Company of Chicago June 1992 - October 1996
Skills
Real Estate, Credit, Commercial Banking, Treasury Management, Financial Analysis, SBA, Banking, Small Business, Working Capital..., Retail Banking, Funding, Investment Properties, Credit Analysis, Executive Management, Commercial Lending, Insurance, Loans, Financial Reporting, Negotiation, Commercial Mortgages, Due Diligence, Finance, New Business Development, Refinance, Portfolio Management, Investments, Real Estate Economics, Business Development, Strategic Financial..., Mergers, Small Business Lending, Private Equity, Asset Managment, Entrepreneurship, Lines Of Credit, Financial Modeling, Cash Management, Residential Mortgages, Asset Based Lending, Accounting, Financial Services, Corporate Finance, Mortgage Banking, Underwriting, Mortgage Lending, Valuation, Credit Risk, Capital Markets, Fixed Income, Risk Management
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters in Management, Marketing & Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
B.A. Finance, Finance
Standard Bank and Trust Company April 2013 - Present
Baytree National Bank & Trust Co. February 2010 - March 2013
American Chartered Bank March 2003 - October 2008
Merrill Lynch March 1999 - March 2003
Citibank FSB October 1996 - February 1999
American National Bank & Trust Company of Chicago June 1992 - October 1996
Skills
Real Estate, Credit, Commercial Banking, Treasury Management, Financial Analysis, SBA, Banking, Small Business, Working Capital..., Retail Banking, Funding, Investment Properties, Credit Analysis, Executive Management, Commercial Lending, Insurance, Loans, Financial Reporting, Negotiation, Commercial Mortgages, Due Diligence, Finance, New Business Development, Refinance, Portfolio Management, Investments, Real Estate Economics, Business Development, Strategic Financial..., Mergers, Small Business Lending, Private Equity, Asset Managment, Entrepreneurship, Lines Of Credit, Financial Modeling, Cash Management, Residential Mortgages, Asset Based Lending, Accounting, Financial Services, Corporate Finance, Mortgage Banking, Underwriting, Mortgage Lending, Valuation, Credit Risk, Capital Markets, Fixed Income, Risk Management
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters in Management, Marketing & Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
B.A. Finance, Finance
Chris Rhoades's Merrill Lynch Experience July 1992 - April 2003
Job Chairman and CEO at M2 Renewables, Inc.
Industry Renewables & Environment
Experience
M2 Renewables, Inc. August 2012 - September 2013
SAIL Capital Partners March 2011 - August 2012
Point Capital Partners November 2009 - January 2011
Rhoades Building Products October 2004 - January 2011
Merrill Lynch July 1992 - April 2003
Skills
Mergers, Asset Management, Banking, Energy, Portfolio Management, Venture Capital, Private Equity, Cleantech, Project Finance, Due Diligence, Valuation, Financial Analysis, Entrepreneurship, Renewable Energy, Start-ups, Investments, Restructuring, Strategy Development, Corporate Development, Business Strategy, Strategic Planning, Business Planning, Mergers & Acquisitions, Corporate Finance, Investment Banking, Executive Management, Leadership, Financial Modeling, Strategy
Education
Kellogg Graduate School of Management 1991 — 1992
MBA, Dual Major: Strategy & Finance
UC Berkeley 1984 — 1988
BS, Business
M2 Renewables, Inc. August 2012 - September 2013
SAIL Capital Partners March 2011 - August 2012
Point Capital Partners November 2009 - January 2011
Rhoades Building Products October 2004 - January 2011
Merrill Lynch July 1992 - April 2003
Skills
Mergers, Asset Management, Banking, Energy, Portfolio Management, Venture Capital, Private Equity, Cleantech, Project Finance, Due Diligence, Valuation, Financial Analysis, Entrepreneurship, Renewable Energy, Start-ups, Investments, Restructuring, Strategy Development, Corporate Development, Business Strategy, Strategic Planning, Business Planning, Mergers & Acquisitions, Corporate Finance, Investment Banking, Executive Management, Leadership, Financial Modeling, Strategy
Education
Kellogg Graduate School of Management 1991 — 1992
MBA, Dual Major: Strategy & Finance
UC Berkeley 1984 — 1988
BS, Business
Snively John's Merrill Lynch Experience September 1979 - February 1994
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 1994 - Present
Merrill Lynch September 1979 - February 1994
Education
Northwestern University
B.A.
Wells Fargo Advisors February 1994 - Present
Merrill Lynch September 1979 - February 1994
Education
Northwestern University
B.A.
Scott Park's Merrill Lynch Experience March 2011 - June 2011
Job Equity Research Associate at Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group October 2012 - Present
Morgan Stanley July 2012 - October 2012
Rodman & Renshaw July 2011 - September 2011
Merrill Lynch March 2011 - June 2011
IBM June 2010 - September 2010
Riveria Investment Group March 2010 - June 2010
Skills
Bloomberg, Series 7, Series 63, Series 86, PowerPoint, Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (BA), Economics
Buckingham Research Group October 2012 - Present
Morgan Stanley July 2012 - October 2012
Rodman & Renshaw July 2011 - September 2011
Merrill Lynch March 2011 - June 2011
IBM June 2010 - September 2010
Riveria Investment Group March 2010 - June 2010
Skills
Bloomberg, Series 7, Series 63, Series 86, PowerPoint, Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (BA), Economics
Sarann Rice's Merrill Lynch Experience 2001 - 2006
Job volunteer k6 tutor at Minnesota public schools
Industry Education Management
Experience
Minnesota public schools 2007 - Present
Merrill Lynch 2001 - 2006
Paine Webber 1998 - 2001
Skills
Teaching and public...
Education
Northwestern University, Evanston, IL 1956 — 1960
Bachelor of Science (BS), Mathematics
Fairview High School, Dayton, Oh 1952 — 1956
Diploma, Mathematics
Minnesota public schools 2007 - Present
Merrill Lynch 2001 - 2006
Paine Webber 1998 - 2001
Skills
Teaching and public...
Education
Northwestern University, Evanston, IL 1956 — 1960
Bachelor of Science (BS), Mathematics
Fairview High School, Dayton, Oh 1952 — 1956
Diploma, Mathematics
Sean Gorman, CFP ®'s Merrill Lynch Experience April 2011 - Present
Job VP Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2011 - Present
J.P. Morgan February 2003 - April 2011
Skills
Alternative Investments, Investments, Wealth Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2007 — 2011
Masters, Finance
University of Florida 1996 — 2000
Bachelor's degree, Finance/International Economics
Merrill Lynch April 2011 - Present
J.P. Morgan February 2003 - April 2011
Skills
Alternative Investments, Investments, Wealth Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2007 — 2011
Masters, Finance
University of Florida 1996 — 2000
Bachelor's degree, Finance/International Economics
Mary Kay Sullivan's Merrill Lynch Experience April 2007 - January 2012
Job
Industry Financial Services
Experience
PNC Wealth Management January 2012 - Present
Merrill Lynch April 2007 - January 2012
Bank of America 1993 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Northwestern University - Kellogg School of Management
Masters of Management, Finance, General
Vassar College
A.B., History
PNC Wealth Management January 2012 - Present
Merrill Lynch April 2007 - January 2012
Bank of America 1993 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Northwestern University - Kellogg School of Management
Masters of Management, Finance, General
Vassar College
A.B., History
David Vucovich's Merrill Lynch Experience November 1993 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1993 - Present
Skills
Wealth Management..., Special Needs
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Chicago 1981 — 1984
Bachelor of Arts (B.A.), Economics
Merrill Lynch November 1993 - Present
Skills
Wealth Management..., Special Needs
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Chicago 1981 — 1984
Bachelor of Arts (B.A.), Economics
Brian Shingler's Merrill Lynch Experience September 2007 - July 2008
Job Accountant
Industry Accounting
Experience
BWW Law Group March 2013 - Present
Merrill Lynch September 2007 - July 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Valuation, Organizational Structure, Communication, Accounts Receivable
Education
Northwood University-Florida 2008 — 2012
Bachelor of Science (BS), Finance
BWW Law Group March 2013 - Present
Merrill Lynch September 2007 - July 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Valuation, Organizational Structure, Communication, Accounts Receivable
Education
Northwood University-Florida 2008 — 2012
Bachelor of Science (BS), Finance
Steve Simmerman's Merrill Lynch Experience January 1995 - March 2007
Job Vice President Investments at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates March 2007 - Present
Merrill Lynch January 1995 - March 2007
Education
Northwestern University 1988 — 1990
University of Kentucky 1970 — 1975
Bachelor of Applied Science (B.A.Sc.), Accounting
Raymond James & Associates March 2007 - Present
Merrill Lynch January 1995 - March 2007
Education
Northwestern University 1988 — 1990
University of Kentucky 1970 — 1975
Bachelor of Applied Science (B.A.Sc.), Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank