Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Merrill Lynch July 2014 - Present
MFR Securities, Inc. June 2011 - June 2014
Shoplet.com August 2010 - January 2011
Forever 21 May 2010 - August 2010
Skills
Bloomberg Terminal, Securities, Equities, Microsoft Office, Series 7, Series 63, Excel, Telephone Skills, Notary Public, Fixed Income, Salesforce.com, Wealth Management...
Education
Pace University 2008 — 2011
B.B.A, Business Management, Minor Economics
Penn State University 2007 — 2008
Merrill Lynch September 2013 - Present
Merrill Lynch July 2012 - April 2013
Skills
Bloomberg Terminal, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Salesforce.com
Education
Pace University 2009 — 2013
Bank of America January 2012 - Present
Bank of America April 2009 - January 2012
Merrill Lynch May 2000 - April 2009
Thomson Financial April 1998 - May 2000
Skills
Automation, Scripting, Managing Employees, Management, Team Management, Project Management, Disaster Recovery, Integration, Virtualization, IT Strategy, Vendor Management, Business Analysis, IT Management, Leadership, Troubleshooting, PMO, SDLC, Risk Management, SharePoint, Process Improvement, Infrastructure, IT Service Management, Business Continuity, IT Operations, Project Portfolio..., Data Center, Trading Systems, Change Management, Banking, Windows, Unix, Portfolio Management, Information Technology, Visio, ITIL, Outsourcing, Enterprise Architecture, Governance, Market Data, PMP, System Deployment
Education
Pace University 1996 — 2000
BS, Information Systems
JPMorganChase 2003 - Present
The Bank of New York 1998 - 2003
Merrill Lynch 1995 - 1998
Advanced Systems Designers, Inc. 1991 - 1995
Skills
Banking, Vendor Management, Risk Management, Business Analysis, Process Improvement, Portfolio Management, SDLC, Financial Services, Investment Banking, Program Management, Relationship Management, Project Management, Change Management, Retail Banking, PMO, Financial Risk, Asset Managment, IT Strategy, Disaster Recovery, Project Portfolio..., Agile Methodologies, Integration, IT Management
Education
Pace University
Bachelor of Business Administration (BBA), Accounting and Computer Science
Dynamic Alpha November 2014 - Present
Liquid Holdings Group, Inc. September 2011 - October 2014
Quantitative Alpha Trading USA September 2011 - September 2012
Citi October 2010 - September 2011
OTC Global Holdings LP October 2008 - October 2010
New York Mercantile Exchange June 2006 - October 2008
ABN AMRO Bank N.V. August 2001 - June 2006
Merrill Lynch January 1994 - August 2001
Credit Suisse October 1992 - January 1994
Skills
Derivatives, Options, Trading, Electronic Trading, Swaps, Capital Markets, Trading Systems, Risk Management, Commodity, Equities, Prime Brokerage, Financial Markets, Trading Strategies, Mergers & Acquisitions, Hedging, Fixed Income, Finance, Alternative Investments, Equity Derivatives, Management, Equity Trading, Mutual Funds, Foreign Exchange, Proprietary Trading, VAR, FINRA, FX Options, Valuation, Brokerage, Electronic Trading..., Trading System, Project Management, Corporate Governance, Dodd-Frank, Capital, Corporate Communications, Algorithmic Trading, Asset-backed..., HFT, Commodities, Stress Testing, Futures, OTC Clearing, Margin Methodologies, Capital Introduction, Direct Market Access, CFTC, Predictive Modeling, Product Management, Software Development
Education
New York University - Leonard N. Stern School of Business
MS, Risk Management
Pace University - Lubin School of Business
MBA, Finance and International Business
Yeshiva University
BA, Sociology
The Hartford July 2013 - Present
ING May 2006 - July 2013
Cendant March 2003 - April 2006
Merrill Lynch December 2000 - March 2003
Prudential Financial July 1996 - December 2000
American Stock Exchange December 1994 - January 1996
Skills
Business Intelligence, SOA, High Performance..., Derivatives Trading..., Grid Computing, Program Management, Software Development, Enterprise Risk..., Market Risk, Credit Risk, Market Data, Actuarial Systems, Quantitative Development, Data Warehousing
Education
Pace University - Lubin School of Business 1997 — 2001
MBA, CIS
Pace University 1992 — 1996
BBA, Finance
Barclays May 2012 - Present
Deutsche Bank December 2011 - May 2012
J.P. Morgan March 2011 - October 2011
Merrill Lynch March 2008 - January 2011
Deutsche Bank May 2006 - February 2008
The Depository Trust Company (DTCC) May 2005 - May 2006
JPMorgan Chase December 2004 - May 2005
Skills
Fixed Income, SDLC, Derivatives, User Acceptance Testing, Business Requirements, Trading, Financial Services, Securities, Portfolio Management, Gap Analysis, Analysis, Equities, Investment Banking, Capital Markets, Trading Systems, Middle Office, CDS, Bloomberg, Business Analysis, FX Options, Credit Derivatives
Education
Pace University 2001 — 2005
BA, Finance/Accounting
BNP Paribas November 2014 - May 2015
Geller & Company April 2014 - August 2014
CIT July 2012 - February 2014
UBS Investment Bank July 2006 - February 2012
Credit Suisse First Boston 2000 - 2005
Merrill Lynch 1995 - 2000
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Product Control, Equities, Business Planning, Essbase, Management, Middle Office, Credit Derivatives, Fixed Income, Business Process..., Client Profitability..., Management Reporting, Project Management, Budget Process, SAP Analyzer, Change Management, Consolidation, Corporate Finance, Risk Management
Education
Pace University-Pleasantville/Briarcliff Campus 1989 — 1992
BBA, Public Accounting
Pace University 1988 — 1992
BBA, Public Accounting
Lafayette Federal Credit Union January 2015 - Present
Eden Community Ventures Corp February 2014 - Present
Independent Contractor October 2011 - January 2015
Havenwood Capital Markets, LLC November 1997 - October 2011
Baltimore American Savings Bank/FedMed Bank September 1999 - April 2001
Alex Brown & Sons July 1992 - April 1997
Smith Barney October 1983 - March 1992
Merrill Lynch 1976 - 1983
Skills
Capital Markets, Investments, Fixed Income, Investment Banking, Financial Services, Securities, Equities, Trading, Mergers & Acquisitions, Loans, Banking, MBS, Mortgage Lending, Valuation, Hedge Funds, Expert Witness, Entrepreneurship, Asset Management, Private Placements, Debt, ABS, Due Diligence, Securitization, Structured Finance, Leadership, Religion, Private Equity, Mortgage, Finance, Management, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1983
MBA, Finance
S.U.N.Y at Brockport, NY 1974 — 1976
B.S., Finance
Fiserv February 2011 - Present
Bank of America January 2009 - December 2010
Merrill Lynch December 2006 - January 2009
Merrill Lynch October 2005 - December 2006
Merrill Lynch January 2000 - October 2005
Merrill Lynch June 1997 - January 2000
Merrill Lynch July 1990 - June 1997
Merrill Lynch June 1987 - July 1990
Trust Company of New Jersey 1985 - 1987
Trust Company of New Jersey 1985 - 1987
Skills
Order Management, Compliance, Requirements Analysis, User Acceptance Testing, Trading Systems, Portfolio Management, Options, Equities, Market Data, Wealth Management, IT Strategy, Financial Markets, Trading, Business Analysis, Program Management, IT Governance, Cross-functional Team..., Product Management, SDLC, Business Process..., Process Improvement, Business Management, Release Management, Securities, PMO, Management, Financial Services, Strategy, Governance, Business Requirements, Data Center, Software Development
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Management Information Systems
Goldman Sachs 2008 - Present
Morgan Stanley 2006 - 2008
Financial Industry Regulatory Authority (FINRA) - previously NASD 2004 - 2006
Manager August 2002 - July 2004
Merrill Lynch 2001 - 2002
UBS 2000 - 2001
Skills
Securities Regulation, Risk Management, Risk Assessment, Internal Controls, Compliance, Legal Compliance, Trading Systems, Regulatory Requirements, Technical Compliance, Surveillance, Electronic Trading, Electronic Trading..., Equities, Series 7, Trading, Anti Money Laundering, Capital Markets, Financial Risk, Fixed Income, Hedge Funds, Securities, Derivatives
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Pace University
Bachelor of Business Administration (BBA), International Business
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney August 1996 - October 2011
Skills
Marathon Runner, High Net Worth..., Running, Retirement Planning, Asset Managment, Retirement, Investments, Series 7, Wealth Management, Endowments, Asset Allocation, Financial Services, Asset Management
Education
Pace University 1977 — 1981
BBA, Marketing
Mosignor Farrell H.S. 1973 — 1977
Our Lady Queen of Peace 1964 — 1973
Bank of America November 2012 - June 2014
Merrill Lynch 2010 - 2012
W.H. Reaves August 2008 - December 2009
Sidel Group/HKC Securities,Inc. February 1997 - March 2008
Ladenburg Thalmann August 1994 - February 1997
Prudential Securities February 1990 - August 1994
Skills
Series 7, Trading, Hedge Funds, Mutual Funds, Equities, Securities, Investments, Series 63, Uniform Combined State..., Wealth Management, Portfolio Management, FINRA, Asset Managment, Strategic Financial..., Retirement Planning, Equity Trading, Banking, Options, 401k, Asset Allocation
Education
Pace University
BA, Organizational Communication
Holy Family Academy
Global Apparel Network June 2006 - Present
Matte & Luster LLC April 2015 - Present
WOLF Designs October 2010 - March 2015
Me&Ro Jewelry 2004 - 2006
Northwestern Mutual 2001 - 2004
Merrill Lynch 2000 - 2001
Small Business Development Center at Pace University 1997 - 2000
Skills
Strategic Planning, Merchandising, Social Media, Retail, Fashion, Marketing Strategy, Sales Management, Management, Sales, E-commerce, Social Media Marketing, Product Development, Entrepreneurship, Strategy, P&L Management, Start-ups, Brand Development, Contract Negotiation
Education
Pace University
MBA, Finance
The University of Texas at El Paso
BBA, Accounting
Citi June 2011 - March 2014
Citi - Institutional Clients Group August 2006 - June 2011
Merrill Lynch February 2005 - July 2006
Guy Carpenter Marsh May 2003 - August 2003
Impelsys January 2003 - March 2003
Merrill Lynch August 2002 - January 2003
Skills
Fixed Income, Structured Products, Treasury Services, Funding, Equity Derivatives, Foreign Exchange, OTC, Liquidity Management, Equities, Debt, Derivatives, Compliance, M&A experience, Private Placements, Warrants, Convertible Bonds, MIS, Financial Risk, Finance, Securities
Education
Pace University 2000 — 2004
BBA, Finance
AIG July 2015 - Present
AIG June 2014 - August 2014
Financial Industry Regulatory Authority January 2014 - April 2014
Pace University September 2013 - December 2013
AIG June 2013 - August 2013
Merrill Lynch February 2013 - April 2013
Commercial Office of Peru - Peruvian Consulate September 2012 - December 2012
Spare Pair Vision Center March 2011 - September 2012
New York City Law Department June 2009 - August 2009
Skills
Tri-party repos, Repos, SPSS, Stata, Regression Analysis, Data Analysis, Game Theory, Research, Predictive Analytics, Predictive Modeling, Statistics, Financial Regulation, PowerPoint, Dodd-Frank, Public Speaking, Time Management, Leadership, Teamwork, Microsoft Excel, Economics, Finance, Market Research, Management, Customer Service, Economic Research, Financial Analysis, Analysis, Data Entry, TeamMate, Internal Controls, Microsoft Office, Microsoft Word, Outlook
Education
Pace University 2011 — 2015
Bachelor of Science in Business Economics, Minor in Statistics, 3.88/4.00
Scotiabank April 2013 - Present
Scotia Capital February 2011 - March 2013
Nomura Securities August 2010 - September 2010
Bank of America Merrill Lynch January 2008 - July 2010
Merrill Lynch February 2004 - December 2007
Keane Inc. July 2000 - September 2005
Goldman Sachs March 1990 - May 2000
Manufacturer Hanover Trust August 1989 - March 1990
Coopers & Lybrand Consulting July 1987 - August 1989
Skills
Options, Equities, Electronic Trading, Series 7, FINRA, Trading Systems, Fixed Income, Derivatives, Investment Banking, Securities, Capital Markets, Risk Management, Financial Markets, Business Analysis, Trading, Banking
Education
Pace University 1983 — 1987
BS, Computer Science
Queen Elizabeth School
Queen Elizabeth School
The Financial Valuation Group February 1994 - Present
Merrill Lynch 1984 - 1994
Kemper Sports Management 1982 - 1984
Corinthian Broadcasting 1979 - 1982
Arthur Young 1975 - 1979
Skills
Finance, Investment Banking, Valuation, Accounting, Mergers & Acquisitions, Mergers, Financial Analysis, Due Diligence, Investments, Strategic Planning, Business Valuation
Education
Pace University 1973 — 1975
M.S., Accounting
Syracuse University 1965 — 1969
B.S., Marketing
High School
RBC Capital Markets May 2015 - Present
Credit Suisse October 2009 - May 2015
Merrill Lynch July 1993 - March 2009
Skills
Cash Management, Derivatives, Equities, Finance, Financial Markets, Financial Services, Funding, Hedge Funds, Investment Banking, Investments, Management, Negotiation, Restructuring, Securities, Tax, Treasury, ALM, Capital Markets, Treasury Management
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
Pace University 1982 — 1986
Bachelor's Degree, Finance and International Business
Merrill Lynch 1978 - 1989
Education
Pace University 1987 — 1989
BPS, Bachelors of Professional Studies, 3.89
J.P. Morgan July 2015 - Present
TD Ameritrade May 2014 - December 2014
Federal Reserve College Challenge May 2013 - December 2014
Merrill Lynch January 2014 - May 2014
Federal Reserve Bank of Dallas Undergraduate Research Conference March 2014 - March 2014
Skills
Equities, Investment Management, Investments, Monetary Policy, Asset Allocation, Data Analysis, Economics, Teamwork, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Microsoft Word
Education
Pace University 2011 — 2015
Bachelor of Science (B.S.), Business Economics, Cumulative GPA: 3.98; Major GPA: 4.0
Citi February 2011 - Present
Wells Fargo January 2007 - February 2011
Merrill Lynch January 2006 - 2007
Andiamo Partners 2006 - 2007
Skills
Talent Acquisition, College Recruiting, Talent Management, Applicant Tracking..., Onboarding, Recruiting, Technical Recruiting, Taleo, Interviews, Sourcing, Executive Search, Internet Recruiting, Benefits Negotiation, Temporary Placement, Employee Relations, Screening Resumes, Contract Recruitment, Screening, Human Resources, Banking, Leadership, Financial Services
Education
Pace University 2002 — 2006
Bachelors in Science, Communications and Marketing
Pace University 2002 — 2006
Bachelor's degree Communcations and Marketing
Terrie O'Connor Realtors December 2014 - Present
Apollo Global Management LLC June 2007 - March 2014
Bear Stearns November 2005 - June 2007
Merrill Lynch July 1999 - October 2005
JPMorgan Chase January 1992 - July 1999
Education
Pace University
Master of Business Administration (MBA), Finance
The Madison Square Garden Company March 2014 - Present
Deutsche Bank December 2012 - December 2013
Deutsche Bank February 2011 - December 2012
Deutsche Bank May 2008 - January 2011
Goldman Sachs 2000 - 2008
Merrill Lynch 1986 - 2000
Skills
Recruitment/Retention, Graduate Recruitment, Training & Development, Training Delivery, Leadership Development, Talent Management, Talent Acquisition, Coaching Staff, Mentoring, Youth Mentoring, Talent Mining, Employee Training, Leadership, Recruiting, Team Leadership, Career Development, Investment Banking, Executive Coaching, Organizational Design, CRM, Management, Program Management, Financial Services, Prime Brokerage, Interviews, Strategy, Performance Management, Organizational..., Human Resources, Change Management, Training, Coaching
Education
Pace University 1987 — 1992
BA, Liberal Arts, English Literature
The Wood-Tobe Coburn School 1984 — 1986
Associate's degree, Occupational Studies
The Mary Louis Academy 1980 — 1984
High School, Academic
Dealertrack Technologies July 2012 - Present
Picon Companies, Inc January 2001 - Present
WeRecycle! March 2010 - July 2012
PricewaterhouseCoopers 2009 - 2011
Sallie Mae May 2009 - March 2010
American Federation of November 2001 - May 2009
Computer Horizons 2004 - 2007
J.P. Morgan 2005 - 2006
Merrill Lynch 2000 - 2002
GFI Group January 1999 - November 2001
Skills
C#, .NET, ASP.NET, VB.NET, ASP.NET MVC, C++, Java, JavaScript, jsp, Java Enterprise Edition, Struts, JavaBeans, Ant, Weblogic, IIS, MSMQ, SOAP, Web Services, AJAX, json, jQuery, XML, XSLT, DHTML, CSS, SQL, TSQL, ADO.NET, JDBC, ORM, Entity Framework, LLBLGen, ODBC, OLEDB, SSIS, DTS, UML, Design Patterns, GoF Patterns, Oracle 9i, Microsoft SQL Server, MySQL, Visual Studio, Eclipse, Subversion, Visual SVN, Visual SourceSafe, Microsoft Sharepoint, WPF, WCF
Education
Pace University 1996 — 2002
Bachelor of Science, Computer Science
The Learning Tree 1999 — 1999
Advanced Web Development Windows DNA Certification, Advanced SQL Server Database Development
The Chubb Institute 1996 — 1997
C++ Advance Programming Certification, C++ Advance Programming
United Technologies Aerospace Systems December 2013 - Present
Jamie Lee Carmichael - Mobile Notary April 2013 - December 2013
NTA/US NAVY November 2010 - May 2013
EVELYNNE GRACE GROUP January 2008 - December 2011
KPMG April 2008 - October 2010
Putnam Lovell NBF August 2005 - October 2007
Dynacast April 2003 - May 2005
Mountain Funding LLC April 2002 - March 2003
Wachovia August 2001 - May 2002
Merrill Lynch 1997 - 2001
Skills
Administrative..., Training, Budgets, Outlook, Marketing, Customer Service, Microsoft Office, Sales, Team Building, Human Resources, Social Networking, Time Management, Event Planning, Event Management
Education
Pace University
RBC Capital Markets July 2015 - Present
OrthoNet February 2015 - April 2015
TIG Advisors, LLC September 2014 - December 2014
Credit Suisse November 1999 - July 2014
Merrill Lynch June 1999 - November 1999
Skills
Manage conferences,..., Provide all..., Excellent verbal and..., Train new employees on..., Executive..., Microsoft Office, Management, Customer Service, Time Management, Microsoft Word, Event Planning, Human Resources, Outlook, Leadership, Valuation, Teamwork, Financial Modeling, Corporate Finance, Microsoft Excel
Education
Pace University 1995 — 1998
Associates Degree, International Management
HSBC Private Bank April 2014 - Present
HSBC Private Bank March 2013 - April 2014
ECI Transport/Econo-Courier January 2006 - March 2013
Shiffenhaus Packaging Inc August 2005 - April 2006
Merrill Lynch January 2005 - August 2005
Sensación Marketing Creatives March 2004 - January 2005
Westcott DistributionInc September 2002 - March 2004
Skills
Business, Leadership, Market Research, Management, Sales, CRM, New Business Development, Business Development, B2B, Marketing, Account Management, Training, Public Relations, International Business, Sales Operations, Advertising, Lead Generation, Strategy, Sales Management, Business Planning, Forecasting, Finance, Market Analysis, Marketing Communications, Marketing Management, Microsoft Excel, SEM, Strategic Planning, Customer Retention, Competitive Analysis, Customer Satisfaction, Contract Negotiation, Salesforce.com, Pricing, Spanish, Analysis, Marketing Strategy, Logistics, Key Account Management, Business Strategy, Supply Chain Management, Sales Process, Start-ups, Negotiation, Direct Sales
Education
Pace University 2002 — 2005
MBA- Dual Concentration, Marketing/Financial Management
FUNCESI 1995 — 1999
Bachelor of Science, Business Administration
Xoriant 2015 - Present
SunGard 2007 - 2014
Pershing, a BNY Mellon company 2005 - 2007
Calyon Securities 2000 - 2005
Merrill Lynch 1998 - 2000
The Chase Manhattan Bank 1997 - 1998
Skills
Trusted Business Advisor, Securities Lending, Relationship Management, Account Management, CRM, Leadership, Loanet, Agency Lending..., Business Analysis, Presentations, Product Demonstration, Collateral Management, Securities, Financial Services, Equities, Fixed Income, Trading Systems, Capital Markets, Regulatory Compliance, Client Relations, Trading, Middle Office, Back Office, Risk Management, CCAR, Basel III, LEI, Data Governance, Corporate Actions, Sales Management, Bloomberg, Client Billing, Market Data, Financial Analysis, Employee Training, Public Speaking, Visual Basic, Account Reconciliation, Coaching, Accounts Receivable, Finance, Management, Investment Banking, Dodd-Frank, Microsoft Office, Staff Development, Staff Management, Hedge Funds, Derivatives, Series 7
Education
Pace University - Lubin School of Business
MBA, Finance/Investment Management
Penn State University
BS, Econimics & International Business
The University of Manchester
Semester Abroad, UK Economy
Morgan Stanley Wealth Management 2010 - Present
UBS Wealth Management 2006 - 2010
JP Morgan Chase 2001 - 2005
Merrill Lynch 1987 - 2001
Skills
Mutual Funds, Retirement, Asset Management, Marketing Strategy, New Business Development, Strategic Planning, Financial Accounting, Securities, Leadership, Strategic Financial..., Financial Analysis, Alternative Investments, Business Planning, Capital Markets, Series 7, Business Strategy, Financial Modeling, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Services, Investments, Wealth Management, Retirement Planning, Asset Managment, Hedge Funds, 401k, Equities, ETFs, Finance, Fixed Annuities, Annuity Sales, Retirement Benefits
Education
Pace University 1983 — 1985
MBA, Finance
Wagner College 1975 — 1979
BS, Accounting
Accenture August 2011 - Present
Procter & Gamble June 2010 - August 2010
Merrill Lynch June 2005 - April 2009
Skills
Brand Architecture, Business Strategy, Marketing Strategy, Mergers, Product Development, Cross-functional Team..., Financial Modeling, Valuation, Mergers & Acquisitions, Management Consulting, Financial Analysis, Analysis, Program Management, E-commerce, Strategy, Market Research, Marketing, Segmentation, Integrated Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (MBA), Strategic Management & Marketing
University of Pennsylvania 2009 — 2011
Master of Arts (M.A.), International Relations and Affairs - Latin America
Pace University 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Management
Beyond Genetics Supplements September 2014 - Present
Louis Vuitton May 2014 - September 2014
Giorgio Armani April 2014 - May 2014
Giorgio Armani June 2013 - May 2014
Bad Boy Entertainment January 2013 - May 2013
Merrill Lynch June 2012 - December 2012
Skills
Financial Analysis, Microsoft Excel, Economics, PowerPoint, Accounting, Microsoft Word, Microsoft Office, Access, Financial Accounting, Managerial Finance, Outlook, Market Research, Bloomberg, Customer Service, Analysis, Teamwork, Credit, Finance, Financial Reporting, Forecasting, Corporate Finance, Marketing, Time Management, Budgets, Leadership, Spanish, Management, Accounts Payable, Retail, Banking, Public Speaking, Social Media, Social Networking, Research, Social Media Marketing, Sales, Marketing Strategy
Education
Pace University 2010 — 2014
Bachelor's degree, Finance
Tiger Information Systems September 2013 - October 2013
Relationship Science November 2012 - March 2013
Millennium Partners June 2012 - August 2012
J.P. Morgan September 2011 - February 2012
WPP March 2011 - September 2011
Merrill Lynch September 2010 - December 2010
Pace University September 2009 - May 2010
Skills
Relationship Management, Database Administration, Microsoft Office, Marketing, Access, Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Social Media, Spanish, Public Speaking, Event Planning, Facebook, Analysis, Research, Microsoft Word, Data Analysis, Market Research, Teamwork, Accounting
Education
Pace University 2009 — 2013
BS, Business Economics, Magna Cum Laude
Commack High School 2005 — 2009
Advanced Regents High School Diploma
Merrill Lynch August 2013 - Present
Merrill Lynch August 2013 - Present
Cape Securities, Inc January 2011 - August 2013
Skills
Equities, Series 7, Investments, Securities, Investment Strategies, Series 63, Asset Management, Bonds, Portfolio Management, Equity Research, Bloomberg, Valuation
Education
Pace University 2010 — 2013
BBM, Finance, General
ExecuSearch Staffing Solutions September 2012 - June 2015
The SDDCO Group July 2014 - September 2014
J.P. Morgan August 2003 - May 2009
Merrill Lynch March 1998 - August 2003
Education
Pace University 1992 — 1997
Bachelor of Arts (B.A.), Psychology
HSBC July 2015 - Present
JPMorgan Chase August 2010 - March 2015
Euphoria Salon & Spa May 2008 - August 2010
Merrill Lynch August 2006 - May 2008
UBS Financial Services Inc May 2004 - May 2006
UBS May 2000 - August 2004
Chase Manhattan Bank February 1994 - May 2000
Chase Manhattan Bank February 1977 - February 1994
Skills
Client Experience, Strategic Planning, Change Management, Financial Services, Program Management, Management, Project Management, Customer Experience, Banking, Team Building, Leadership, Business Analysis, CRM, Integration, Payments, Process Improvement, Software Documentation, Risk Management, Vendor Management, Relationship Management, Analysis, Portfolio Management, Strategy, Finance, Executive Management, Project Planning, ERP, Forecasting, PMO, Business Development, Call Centers, Budgets, Product Development, Business Process, Disaster Recovery, Product Management
Education
Pace University 1986 — 1989
Information Technologies/Computer Science
IFC - International Finance Corporation April 2011 - July 2014
BBVA June 2008 - March 2011
Merrill Lynch July 2007 - December 2007
General Electric May 2007 - July 2007
Skills
Finanzas, Planificación..., Inversiones, Estrategia empresarial, Elaboración de modelos..., Banca de inversión, Análisis financiero, Análisis, Project Finance, Mercados financieros, Emprendimiento social
Education
University of California, Berkeley 2014 — 2016
Master's degree, Development Practice
Tecnológico de Monterrey 2004 — 2008
Licenciatura, Administración Financiera
2006 — 2006
Intercambio, Finanzas
Beirne Wealth Consulting March 2012 - Present
Fox Asset Management 1998 - 2006
MBIA 1995 - 1998
Paine Webber 1988 - 1995
Merrill Lynch 1978 - 1988
IEEE 1974 - 1977
Skills
Investments, Asset Management, Financial Advisory, Wealth Management, Portfolio Management, Institutional, Managed Accounts, Managing Accounts, Asset Managment, Tactical Asset..., Style Analysis, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Series 7, Equities, Alternative Investments, Fixed Income, ETFs, Fund Of Funds, Retirement Planning, Mutual Funds, Separately Managed..., 401k, Series 63, Securities, Pensions, Retirement, Hedge Funds, Emerging Markets, Series 24, High Net Worth..., Series 65, Wealth Management..., FINRA, Investment Advisory..., Equity Research, Bonds, Equity Trading, Pension Funds, Endowments, Financial Analysis, Uniform Combined State..., Financial Markets, Wealth, Options, Strategic Financial..., Valuation
Education
Wharton School of Business, University of Pennsylvania
CIMA Designation, Investment Consulting
Pace University
BBA, Finance and Accounting
HBO July 2012 - Present
HBO October 2011 - July 2012
HBO March 2009 - October 2011
Merrill Lynch October 2007 - March 2009
Rosen Seymour Shapss Martin & Company LLP July 2005 - October 2007
Skills
Accounts Payable, General Ledger, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, GAAP, Fixed Assets, Account Reconciliation
Education
Pace University 2001 — 2005
Bachelor's degree, Accounting
Pace University - Lubin School of Business 2001 — 2005
BBA, Accounting
Sports Den January 2009 - Present
Sports-Den January 2009 - Present
AT&T Mobility January 1999 - January 2006
Merrill Lynch January 1973 - January 1991
Skills
Sports Writing, Horse handicapper, Social Media, Marketing, Video, Social Media Marketing, Sports Marketing, Sports, Facebook, Blogging, Online Advertising, SEO, Social Networking, Marketing Strategy, Email Marketing, aquariums, terrariums, fish, fish tanks, filters, Media Relations, Entrepreneurship, Digital Media, Event Management, Online Marketing, Public Relations, Web Marketing, Advertising, Mobile Marketing, SEM, Leadership, PPC, Brand Development
Education
Pace University 1993 — 1993
Accounting
Grady
Cognito December 2013 - Present
Merrill Lynch June 2011 - August 2011
South Bay Solutions November 2009 - August 2010
Skills
Social Media, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking, Bloomberg, Teamwork, Organizational..., Time Management, Salesforce, CRM databases, SharePoint, Analytics, Google Analytics, Pardot
Education
Pace University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Karing Angels International November 2002 - Present
Broward County Schools June 2004 - October 2010
NYC Board of Education 2002 - 2004
Audrey Cohen College January 2002 - May 2002
Camelot International May 2001 - October 2001
Goldman Sachs November 2000 - May 2001
Merrill Lynch September 1997 - November 2000
Productivity Point International May 1995 - November 1997
Skills
Instructional Design, Teaching, Classroom, Educational Leadership, Curriculum Development, Program Development, Curriculum Design, Tutoring, Nonprofits, Public Speaking, Differentiated..., Elementary Education, Literacy, Classroom Management, Coaching, Staff Development, Fundraising, Lesson Planning, Editing
Education
Pace University 2002 — 2004
MS, Education
University of Central Missouri 2002 — 2004
ABT - MS, Organizational Training and Professional Development
State University of New York College at Brockport 1987 — 1991
BS, Studio Art, Communication
JPMorgan Chase February 2013 - September 2014
Merrill Lynch January 2010 - July 2012
Bank of America –Merrill Lynch January 2010 - July 2012
Newedge USA LLC April 2007 - September 2009
Newedge Group April 2007 - August 2009
Dealogic October 2003 - April 2007
Dealogic October 2003 - April 2007
Skills
Equities, Business Requirements, Requirements Gathering, Trading Systems, SDLC, Business Analysis, Requirements Analysis, Visio, Derivatives, SQL, Capital Markets, Market Risk, User Acceptance Testing, Business Process, Integration, Management
Education
Pace University 2000 — 2002
Master of Science (M.S.), Management Information Systems and Services
Pace University
Master of Science, Information Systems
NIILM New delhi 1996 — 1998
Master of Business Administration (M.B.A.), Marketing and Information Systems
Northern Institute of Integrated Learning
Masters; MBA, Business Administration; Management
Balboa Insurance Group April 2007 - April 2010
New Century December 2006 - April 2007
People's Choice February 2004 - October 2006
Merrill Lynch March 2000 - September 2002
Education
Pace University
BBA, Finance
L'Oreal USA 2005 - Present
Merrill Lynch 2003 - 2006
Fujitsu Technology Solutions January 2002 - January 2005
Fujitsu Technology Solutions 1997 - 2000
Skills
Hardware, Business Analysis, IT Management, Disaster Recovery, Software Documentation, ITIL, Active Directory, Project Management, IT Strategy, Vendor Management, Business Intelligence, Testing, IT Service Management, SDLC, Servers, Management, Retail, Cross-functional Team..., Consumer Products, Competitive Analysis
Education
Pace University 1989 — 1995
Bachelor of Science (BS), Computer Science
Merrill Lynch June 2007 - Present
Citigroup May 2006 - June 2007
Skills
SOA, MQ, C#, J2EE, .NET, DB2, CICS, COBOL
Education
Pace University 1985 — 1986
M.S. Computer Science, Computer Science, 3.95
RBC Capital Markets August 2011 - Present
Merrill Lynch 2004 - August 2011
1800FLOWERS.COM 2003 - 2004
1-800-Flowers.com 2003 - 2004
Education
Pace University 2002 — 2004
MSc., Information systems
University of the West Indies, St. Augustine Campus 1996 — 1999
Bsc, Major: Computer Science/Minor: Management
Citi March 2011 - Present
Wachovia June 2008 - February 2011
Merrill Lynch January 2007 - June 2007
Andiamo Partners May 2006 - January 2007
Education
Pace University 2002 — 2006
Barclays Capital May 2010 - Present
Calyon November 2009 - April 2010
MJF Telecommunications February 2009 - October 2009
Citibank February 2008 - December 2008
Merrill Lynch March 2007 - February 2008
Morgan Stanley March 2006 - March 2007
JPMorgan Chase 1998 - 2006
Bankers Trust Company 1997 - 1998
Education
Pace University
St. Johns Graduate Scool of Business
Merrill Lynch February 1996 - April 2007
Blackrock Financial Management September 1994 - September 1995
Education
Pace University 1989 — 1994
Bachelor of Business Administration, Finance
BCI Systems, Inc January 1996 - Present
Merrill Lynch 1994 - 1996
Merrill Lynch 1993 - 1994
Merrill Lynch 1991 - 1993
Merrill Lynch 1990 - 1991
Merrill Lynch 1988 - 1990
Skills
Agile Methodologies, Business Analysis, SDLC, Software Project..., Time Management, SQL, MS Project, Java Enterprise Edition, Java, JavaScript, Web Services, Software Development, Vendor Management, Project Management, Program Management, Budget Monitoring, Cost Control, Client Relations Skills, Team Building, Mentoring, Quality Assurance, Quality Control, Offshore Management, IT Management, Leadership
Education
Pace University 1984 — 1988
Bachelor of Arts (BA), Management Information Systems
INVESCO July 2005 - Present
Merrill Lynch March 2004 - July 2005
JPMorgan Chase July 1992 - October 2003
Skills
Investment Banking, Credit, Banking, Loans, Structured Finance, Hedge Funds, Fixed Income, Syndications, Bloomberg, Equities, Capital Markets, Alternative Investments, Financial Structuring, Middle Office, Credit Derivatives, Derivatives, Asset Managment, Structured Products, Bonds, Swaps, Portfolio Management, Asset Management, CDO, Leveraged Finance, Investments, CDS, Settlement, Back Office, Corporate Finance, CLO, Wealth Management, Collateral Management, Cash Management, Finance, ETFs, Fund Of Funds, Loan Servicing, Investment Management, Funding, Bloomberg Terminal, Prime Brokerage, Equity Derivatives, High Yield, Securities, Financial Services, FX Options, Mutual Funds, Trading
Education
Pace University 1993 — 2001
B.A, Finance
Pace University - Lubin School of Business 1993 — 2001
Bachelor of Arts (BA), Finance, General
Merrill Lynch March 1995 - Present
Bear Stearns October 1994 - March 1995
Lehman Brothers November 1989 - October 1994
Oppenheimer & Co. January 1988 - November 1989
Skills
Financial Planning, Disability Insurance, Long Term Care, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Retirement, Strategic Financial..., Brokerage, Strategy, Series 7, Fixed Annuities, Employee Benefits, Estate Planning, Finance, Alternative Investments, Portfolio Management, Long-term Care, 401k, Financial Services, Mortgage Lending, Underwriting, Securities, Series 63, Residential Mortgages, Small Business, FINRA, Life Insurance, Equities, Fixed Income
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
Syracuse University
Bachelor of Science (BS), Communication and Media Studies
New York Guard January 2003 - February 2014
MCAFEE November 2013 - January 2014
Lightower Fiber Networks October 2011 - May 2013
Sidera Networks October 2011 - May 2013
United Information Technologies/FairPoint Communications December 2008 - June 2009
Atlas Communications, Inc. October 2007 - February 2008
Merrill Lynch May 2004 - May 2007
Knight Associates June 2001 - May 2004
Prodigy Internet June 2000 - May 2001
Cathedral Prep September 1996 - June 1999
Skills
Project Management, Technical Documentation, Method Development, Program Management, Business Analysis, Telecommunications, Product Management, Vendor Management, Management, Networking, Troubleshooting, Leadership, Enterprise Software, Disaster Recovery, Software Documentation, Unified Communications, Data Center, VoIP, Integration
Education
Pace University 1992 — 1996
MST, English
CN Business Services LLC January 2008 - Present
CITIGROUP - Corporate and Investment Bank January 1992 - September 2007
Merrill Lynch January 1985 - September 1992
DTCC January 1984 - February 1992
Merrill Lynch January 1985 - January 1992
DEPOSITORY TRUST COMPANY January 1984 - January 1985
Skills
COBOL, JCL, CICS, DB2, MVS, Programming, Proposal Writing, VSAM, TSO, Fileaid, Operating Systems, Technical Training, Grant Writing, Visio, IBM Mainframe, Software Documentation, Databases, Testing, Program Management, Production Support, Systems Analysis, Project Management, Visual Basic, SDLC, Performance Tuning
Education
City University of New York-Queens College 1975 — 1980
Bachelor's degree, Psychology
Queens College 1975 — 1980
BA, Psychology; Computer Science
New York University
Diploma, Computer Programming
Pace University
M.B.A, Finance
Merrill Lynch May 2012 - Present
CAIA Association 2011 - Present
Abu Dhabi Investment Council 2009 - 2011
Franklin Templeton Investments 2007 - 2009
Northern Trust Global Advisors January 2007 - December 2007
IBM Retirement Funds Europe 2005 - 2007
IBM 2002 - 2007
ADP 1997 - 2001
Skills
Investments, Asset Managment, Portfolio Management, Enterprise Risk..., Basel II, Fixed Income, Equities, Strategy, Asset Management, Hedge Funds, Due Diligence, Capital Markets, Private Equity, Financial Modeling, Derivatives, Valuation, Emerging Markets, Asset Allocation, Financial Services, Financial Risk, Investment Management, Investment Banking, Investment Strategies, Financial Markets, Alternative Investments, Series 7, Series 66,..., Bloomberg, Equity Research, Mutual Funds
Education
Columbia University
Pace University
Merrill Lynch April 2007 - Present
Credit Suisse Group 2004 - 2007
Citigroup 2002 - 2004
Arthur Andersen 2001 - 2002
Education
Pace University - Lubin School of Business 1997 — 2001
Curex Group LLC February 2011 - Present
Citi August 2003 - February 2011
Merrill Lynch October 2005 - August 2007
State Street Bank 2000 - 2003
Schroders 1992 - 2000
Optimark Technologies, Inc 1998 - 1999
MarketVision Inc. 1996 - 1998
Skills
Equities, Trading Systems, FX Options, Electronic Trading, Software Project..., Software Engineering, Foreign Exchange, Market Data, Agile Methodologies, Swaps, GUI, Derivatives, .NET, Trading, Risk Management, Fixed Income, Distributed Systems, C++, C, C#, Device Drivers, Capital Markets, Software Development, SDLC, Microsoft SQL Server, SQL, Low Latency
Education
Pace University 1987 — 1991
BS, Computer Science
Aflac December 2012 - Present
DC Merchant Consulting December 2013 - April 2015
Auriga USA, LLC February 2012 - June 2012
Wedge Partners June 2011 - January 2012
WJB Capital Group, Inc. April 2010 - February 2011
Brown Brothers Harriman July 2008 - March 2010
Bear Stearns April 2006 - October 2007
Bear Stearns January 2001 - April 2006
Merrill Lynch July 1999 - January 2001
Skills
Series 7, Hedge Funds, Equity Research, Equities, Bloomberg, Securities, Capital Markets, Trading, Equity Trading, Asset Managment, Trading Systems, Valuation, Investments, Derivatives, Sales, Business Development, Manage Client..., Product Development, Series 3, Series 66, Sales Presentations, Voluntary Employee..., Options, FINRA, Asset Management, Series 63, Electronic Trading, Alternative Investments, Mutual Funds, Financial Markets, Portfolio Management, Bonds, Fixed Income, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Insurance, Finance, Hedging, Financial Services, Bloomberg Terminal, Technical Analysis, Banking
Education
Pace University 1995 — 1999
Bachelor's degree, Finance
Otsuka Pharmaceutical Companies (U.S.) September 2013 - Present
Merck June 2011 - September 2013
EisnerAmper LLP September 2008 - June 2011
Bear Stearns April 2007 - September 2007
Merrill Lynch June 2006 - January 2007
Ramius Capital Group March 2006 - December 2006
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Auditing, External Audit, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, Compliance, Corporate Fraud..., Business Integrity..., Financial Audits
Education
Pace University 2004 — 2008
BA, Accounting
Pace University - Lubin School of Business 2004 — 2008
BA, Accounting
Verisk Analytics 2011 - 2014
ISO 1998 - 2011
ISO 1993 - 1998
ISO 1986 - 1993
Allied-Signal 1984 - 1986
Merrill Lynch 1981 - 1984
Education
Pace University 1976 — 1981
Bachelor of Science (BS), Computer Science
Geller & Company September 2013 - Present
RSC Solutions May 2012 - September 2013
PineBridge Investments July 2010 - May 2012
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) August 2007 - July 2010
GE Asset Management 1994 - 2007
Fidelity Investments 1992 - 1994
Kidder Peabody 1987 - 1992
Merrill Lynch 1985 - 1987
JPMorgan Chase 1983 - 1985
Education
Pace University
Master of Business Administration (MBA), Information Technology
Barclays Investment Bank June 2004 - Present
Citigroup June 2003 - June 2004
Goldman Sachs February 1998 - June 2003
Merrill Lynch June 1992 - February 1998
Education
Pace University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch VPCiti2000 - 2007
Education
Pace University
J.P. Morgan March 2013 - Present
JPMorgan Chase Investment Banking Global Rates Business LeadJPMorgan2010 - 2013
JPMorganChase March 1998 - 2010
Merrill Lynch 1993 - 1998
Skills
Fixed Income, Investment Banking, Business Analysis, Equities, Derivatives, SDLC, Hedge Funds, Management, Financial Services, Capital Markets, Requirements Analysis, Risk Management, Bloomberg, Trading Systems, Options, Financial Modeling
Education
Pace University
MBA, Finance Management
Brown Harris Stevens May 2015 - Present
KCG Holdings, Inc. April 2013 - Present
Knight Capital Group 1999 - 2012
Merrill Lynch June 1998 - September 1999
Skills
Equities, Derivatives, Electronic Trading, Proprietary Trading, Equity Trading, Series 7, Hedge Funds, Bloomberg, FINRA, Capital Markets, Alternative Investments, Options, Series 24, Trading, Fixed Income, Trading Systems, Financial Markets, Securities, Equity Derivatives, Investment Banking, Investments, Asset Management, Series 63, ETFs
Education
Pace University
BS, Finance
fordham prep
fordham prep
Goldman Sachs August 2015 - Present
RGP June 2014 - July 2015
Goldman Sachs November 2011 - December 2012
Avestus Capital Partners March 2007 - November 2011
Deutsche Asset Management January 2004 - March 2007
Goldman Sachs 1994 - 2003
Lehman Brothers July 1993 - March 1994
Merrill Lynch March 1990 - July 1993
Skills
Asset Management, Asset Managment, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investment Banking, Investments, Private Equity, Valuation, Alternative Investments, Financial Analysis, Emerging Markets
Education
Pace University 1987 — 1991
Pace University - Lubin School of Business 1987 — 1991
bofa Head of Alt-A tradingBank of America2006 - Present
Deutsche Bahn AG May 2004 - May 2006
UBS Investment Bank March 2000 - April 2004
Merrill Lynch September 1996 - May 2000
Education
Pace University 1993 — 1996
Merrill Lynch July 1990 - Present
Shearson Lehman Bros January 1986 - July 1990
Advanced Information Management January 1984 - January 1986
Education
Pace University
PolyPaths, LLC December 2005 - Present
Merrill Lynch 2000 - 2001
Merrill Lynch 2000 - 2001
Paloma Partners May 1996 - August 1999
Education
Pace University
Master of Science (MS), Computer Science
Merrill Lynch AuditorNational Futures Association2005 - 2007
Education
Pace University - Lubin School of Business 1999 — 2002
BBA, Finance
Pace University
Merrill Lynch February 2007 - February 2009
Education
Pace University 1999 — 2003
Morgan Stanley April 2004 - Present
Deutsche Bank June 2000 - March 2004
Morgan Stanley March 1999 - June 2000
Merrill Lynch October 1996 - March 1999
Skills
Risk Management, Securities, SQL, Veritas Cluster Server, Cluster, MOM 2005, SCOM, Hitachi Privileged..., Active Directory, FreeBSD, Windows, Linux, System Center Suite, Critical Thinking, Crisis Management, IT Security, CISSP, Security, Computer Security, Enterprise Architecture, Windows Server, Information Security, Integration, Unix, High Availability, IT Strategy, Disaster Recovery, Infrastructure, Vendor Management, System Deployment, Servers
Education
Pace University 1993 — 1996
Barnes & Noble April 2014 - Present
Digitas February 2012 - April 2014
FocusVision Worldwide June 2011 - January 2012
FocusVision April 2011 - May 2011
TV Guide March 2007 - March 2011
i-Deal LLC 2006 - 2008
NorthPoint Solutions March 2005 - November 2006
Merrill Lynch June 2003 - December 2004
Cap Gemini Ernst & Young July 1998 - April 2001
Lehman Brothers March 1998 - July 1998
Skills
.NET, Microsoft SQL Server, C#, ASP.NET, JavaScript, Agile Methodologies, XML, AJAX, jQuery, Web Services, Scrum, Web Applications, Software Development
Education
Pace University 1987 — 1990
Master of Science (MS), Information Technology
University of Hartford 1984 — 1986
BSBA, Accounting, Computer Science
Merrill Lynch Chief Financial OfficerMerrill Lynch Professional Clearing Corp.June 2009 - Present
BDO Seidman, LLP November 2002 - May 2005
Condon O'Meara McGinty & Donnelly LLP September 1998 - October 2002
Education
Pace University 1994 — 1998
BBA, Public Accounting
CoKinetic August 2006 - Present
Blueprint Studios 2004 - 2006
Merrill Lynch 1997 - 2003
Unilever 1990 - 1996
Smith Barney 1987 - 1990
Shearson Lehman Brothers 1985 - 1987
Skills
Cloud Computing, Embedded Systems, Project Management, Cross-functional Team..., Web Applications, Quality Assurance, Testing, Software Quality..., Java, MySQL, Program Management, jQuery, C++, Software Development, TCP/IP, Agile Project Management, PMO, Business Intelligence, CSS, IT Management
Education
Pace University 1983 — 1985
MS, Computer Science
State University of New York at Albany 1977 — 1981
BA
Resource Solutions December 2009 - August 2015
Ford Foundation July 2009 - October 2009
Merrill Lynch November 2007 - December 2008
MMC January 2007 - August 2007
Skills
Employee Relations, HRIS, Microsoft Office, Talent Management, PeopleSoft, Employee Benefits, Human Resources, SAP, Onboarding, Applicant Tracking..., Recruiting, Talent Acquisition, Interviews, Taleo, Screening Resumes, Management, Temporary Staffing
Education
Pace University 2002 — 2006
BBA, HR Management
Freehold Boro Board of Education 2011 - Present
Language Service Associates 2008 - Present
Independant Consultant January 2006 - Present
LIS Translations January 2006 - 2008
PwC 1997 - 2000
Merrill Lynch 1992 - 1997
Skills
Spanish Translation, Interpreting, Spanish, Culinary Skills, Cooking, Chef, Customer Service, Teaching, Food, Social Media, Teamwork, Microsoft Excel, English, Microsoft Word, Management, Project Management, Liaison
Education
Culinary Institute of America 2000 — 2002
Associate of Arts (A.A.), Culinary Arts/Chef Training
Pace University 1986 — 1992
Bachelor of Business Administration (BBA), Management Information Systems, General
Drexel University College of Medicine March 2012 - Present
Princeton University September 2003 - February 2012
Princeton University April 2003 - September 2003
Merrill Lynch October 1996 - November 2002
Bristol-Myers Squibb October 1994 - October 1996
Policy Management Systems Corporation 1990 - 1992
Educational Testing Services 1989 - 1990
Johnson & Johnson 1988 - 1989
Skills
Budgeting
Education
Rider University 2004 — 2008
MBA, Finance
Pace University
Professional Certificate, Computer Programming
State University of New York at Albany
Bacheler of Arts, Psychology/Business
First New York Securities April 2011 - Present
First New York Securities April 2010 - April 2011
Palladian Valuations January 2009 - April 2009
UBS Investment Bank 2007 - 2008
Merrill Lynch August 1998 - February 2007
Bankers Trust 1993 - 1994
Skills
Trading, Valuation, Fixed Income, Derivatives, Bonds, Risk Management, Bloomberg, Hedge Funds, Financial Structuring, Interest Rate..., Capital Markets, Structured Products, Options, Financial Risk, Financial Markets, Equities, Prime Brokerage, Investment Banking, Credit Derivatives, Equity Derivatives, Proprietary Trading, Swaps, Alternative Investments, FX Options, Hedging, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Pace University
BBA, Finance
Barclays Wealth and Investment Management September 2013 - Present
Barclays Wealth April 2011 - September 2013
Toussaint Capital Partners May 2010 - April 2011
MidCap Advisors, LLC October 2009 - May 2010
Merrill Lynch October 2007 - February 2009
Skills
Financial Analysis, Mergers, Microsoft Excel, Microsoft Office, Corporate Finance, Risk Management
Education
Pace University - Lubin School of Business 2009 — 2010
Masters of Science, Finance: Investment Management
Ramapo College of New Jersey 2003 — 2007
bachelor of arts, Political Science, Economics, Public Policy
Barclays Capital September 2008 - Present
Lehman Brothers July 2006 - September 2008
Merrill Lynch 2005 - 2006
JPMorgan Chase 2004 - 2005
Education
Pace University 1993 — 1997
BBA, Business Management
J.P. Morgan July 2013 - Present
Barclays Capital July 2010 - June 2013
Bank of America June 2009 - July 2010
Barclays Capital August 2003 - June 2009
Merrill Lynch April 1995 - November 2002
Smith Barney 1993 - 1995
Skills
Capital Markets, Derivatives, Commodity, Rates, Hedge Funds, Fixed Income, Trading, Options, Sales, Equities, Interest Rates, Trading System, Futures Trading, Risk Management, Trading Systems, Investment Banking, Bloomberg, Options Strategies, Electronic Trading, Financial Markets, Equity Research
Education
Pace University 1996 — 1999
MBA, Finance
William Paterson University of New Jersey 1986 — 1993
Cliffside Park HS 1982 — 1988
Deutsche Bank February 2015 - Present
Pride Technolgies/Consultant for Morgan Stanley June 2010 - July 2013
Merrill Lynch June 1998 - February 2003
Comtex Information Systems & Bankers Trust May 1996 - June 1998
Donaldson, Lufkin & Jenrette September 1993 - May 1996
American Express Company & Lehman Brothers September 1990 - April 1993
Dean Witter Reynolds March 1989 - September 1990
Ebasco Services Incorporated June 1986 - February 1989
Skills
Business Process, Testing, SQL, User Acceptance Testing, Quality Assurance, Business Analysis, SDLC, Test Planning, SharePoint, Project Management, Unix
Education
Pace University 1984 — 1988
BBA, Management Information Systems
DEJANA Events & Executive Services January 2014 - Present
D and R Events February 2005 - January 2014
Merrill Lynch 1999 - 2002
Skills
Trade Shows, Event Management, Marketing Communications, Event Planning, Investor Relations, Corporate Events, Equities, Budgets, Meeting Planning, Hospitality, Public Relations, Marketing Strategy, Marketing, Corporate Communications, Account Management, Management, Leadership, Strategic Planning
Education
Pace University
Bank of America January 2009 - Present
Merrill Lynch December 1990 - December 2008
Education
Pace University 1983 — 1987
BS, Computer Science
Self Employed August 2008 - Present
Bear Stearns 1992 - 2008
EMC Mortgage (previously part of Bear Stearns) 1992 - 2008
Bear Stearns 1992 - 2008
Bear Stearns 1990 - 2008
Merrill Lynch November 1990 - November 1992
Skills
Mortgage, Audit, Banking, Mortgage Lending, Auditing, Internal Audit, Finance, Risk Assessment, Fixed Income, Risk Management, Financial Services, Management, Credit, Due Diligence, Investment Banking
Education
Pace University 1965 — 1970
BBA, Accoutancy Practice
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
The Garden City Group March 2005 - Present
Merrill Lynch September 1999 - February 2002
Skills
Risk Management, Investments, Financial Services, Corporate Finance, Finance, Financial Analysis, Analysis, Securities, Mergers & Acquisitions
Education
Pace University 1999 — 2001
BBA, Finance/Economics
New Jersey Resources 2013 - Present
CapStone Investments 2009 - 2012
Janney Montgomery Scott 2005 - 2008
Citigroup 1992 - 2005
Merrill Lynch 1977 - 1992
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Investments, Series 7, Equities, Capital Markets, Securities, Forecasting, Finance, Series 63, Natural Gas, Electricity, Asset Management
Education
Pace University
Business Administration
Nomura July 2009 - Present
Lehman Brothers Holding Inc. November 2008 - July 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers March 2006 - September 2008
Merrill Lynch 2004 - 2006
CITIGROUP 1999 - 2004
Education
Pace University 1986 — 1991
BA, Accounting/Political Science
Prudential Financial 2006 - Present
Prudential April 1998 - Present
Deutsche Bank 1996 - 1998
Merrill Lynch 1995 - 1996
J.P. Morgan 1993 - 1995
JP Morgan 1988 - 1993
Skills
SDLC, Process Improvement, IT Management, Enterprise Architecture, IT Strategy, Vendor Management, Business Analysis, Disaster Recovery, Project Portfolio..., Visio, Project Management, PMO, PMP
Education
Pace University 1984 — 1988
BBA, Management Information Systems
Yee's Hung Ga Kung Fu Acadamy
Bachelor of Business Administration (BBA), Management Information Systems
AIGGS November 2000 - Present
American International Group, Inc November 2000 - Present
Merrill Lynch November 1987 - July 2000
Merrill Lynch & Co January 1987 - January 2000
Skills
Process Improvement, Vendor Management, Project Management, Data Center, ITIL, PMO, Management, Disaster Recovery, Servers, IT Strategy, SDLC, Program Management, Software Documentation, Risk Management, Leadership, Project Portfolio...
Education
Pace University
Busines Management
American Express November 2006 - Present
US Airways 2006 - 2007
BMW Bank of North America 2001 - 2006
Pfizer 1997 - 2001
Merrill Lynch 1993 - 1997
PSEG 1989 - 1993
Bellcore 1984 - 1989
shearson 1976 - 1984
Skills
DB2, Databases, Oracle, COBOL, JCL, Database Design, Testing, MVS, Program Management, IMS DB/DC, Performance Tuning, Quality Assurance, Data Migration, Security, SQL Tuning, SDLC, Requirements Analysis, Business Analysis, Vendor Management, Process Improvement
Education
Pace University 1976 — 1981
BS, comuters
Pace University 1976 — 1980
Bachelor's degree, Computer Science
Merrill Lynch January 2014 - Present
Citi April 2012 - December 2013
Thomson Reuters March 2009 - May 2012
Thomson Reuters June 2011 - April 2012
Thomson Reuters March 2008 - September 2011
Thomson Reuters January 2010 - June 2011
Reuters March 2003 - March 2005
Multex January 2000 - April 2002
Trigyn Technologies November 1999 - January 2000
Opus Software Solutions January 1999 - November 1999
Skills
ASP.NET AJAX, .NET, C#, SQL Server, PL/SQL, Object Oriented Design, ASP, JavaScript, Java, SOAP, WSE, Software Engineering, Software Implementation, Agile Project Management, XML, IIS, Team Leadership, Application Development, System Architecture, JIRA, HTML + CSS, HTML5, Microsoft SQL Server, Software Development, Enterprise Architecture, Integration, Testing, SDLC, Databases, Software Project..., ASP.NET, Enterprise Software
Education
Pace University 2005 — 2009
MBA, Information Technology
C-DAC 1997 — 1998
Diploma In Advance Computing (C-DAC), Advance Computing
Shivaji University 1992 — 1996
B.E., Electronics
New York Life Insurance Company 2012 - Present
Bank of America Merrill Lynch September 2010 - May 2012
DataDirect Technologies September 2008 - February 2010
Merrill Lynch 1989 - 2008
Skills
Middleware, Enterprise Software, SOA, Pre-sales, DB2, Web Services, Integration, Mainframe, XML, SQL, Java
Education
Pace University 1993 — 1994
Certificate, Unix and C programming
Rutgers University 1974 — 1988
Bachelor of Arts (B.A.), Computer Science
Morgan Stanley June 2010 - Present
Bank of America - Merrill Lynch October 2009 - June 2010
Merrill Lynch February 2004 - October 2009
Merrill Lynch January 2003 - January 2004
Merrill Lynch August 1999 - January 2003
Bond Technologies Inc., New York, NY November 1998 - August 1999
Education
Pace University 2004 — 2007
Bachelors of Science, Computer Science, E-Commerce
Century 21 Crest Real Estate November 2009 - Present
Coldwell Banker Real Estate 2001 - 2009
Merrill Lynch 1999 - 2001
Merrill Lynch February 1996 - June 1999
Education
Pace University 1986 — 1991
Good Shepherd
Morgan Stanley Smith Barney June 2009 - Present
Citigroup November 1993 - June 2009
Merrill Lynch April 1990 - November 1993
CIGNA Group Insurance 1985 - 1989
AIG 1984 - 1985
Skills
Project Management, Data Analysis, Financial Services, Process Improvement, SDLC, Software Project..., Integration, Vendor Management, Risk Management, Equities, PMP, Business Analysis, Leadership, IT Strategy, Fixed Income, Offshoring
Education
The Chubb Institute 1989 — 1989
applications programming
Pace University 1980 — 1984
BA, Mathematics/statistics
Ultimate Kitchen NYC September 2009 - Present
Appliance Showroom - Internet Commerce Division September 2006 - October 2009
Fordham University 2005 - 2006
ICON Capital Corp. 2002 - 2004
Merrill Lynch 1999 - 2002
Education
Pace University 1997 — 2002
BA, Computer Science
Citigroup April 2005 - Present
Western Union / First Data Corporation December 2002 - April 2005
OptiMark, INC May 1999 - July 2002
Donaldson, Lufkin & Jenrette, Inc May 1990 - May 1999
Merrill Lynch May 1984 - January 1990
Chase Manhattan April 1980 - April 1984
Skills
Agile Methodologies, Spring, JavaScript, Sybase, HTML, Struts, Web Applications, Servlets, .NET, C# 4.0, WPF Development, Prism, WinForms, Object Oriented Design, Microsoft SQL Server, Visio, Visual Studio, XML, Software Development, SQL, UML, SDLC, Software Project..., Java
Education
University of Phoenix 2008 — 2011
BSIT/SE, Software Engineering
NEW YORK UNIVERSITY 1997 — 1998
Pace University
Lowe and Partners Worldwide September 2008 - February 2010
Mobext - Media Planning Group January 2005 - August 2008
Segal Company May 2000 - December 2004
Merrill Lynch September 1998 - April 2000
Skills
Accounting Management, Procurement Contracts
Education
Pace University
Master of Science, Information Systems
Pace University
Bachelor of Science, Computer Information Systems
Merrill Lynch 2013 - Present
Deutsche Bank Asset & Wealth Management January 2011 - September 2012
Deutsche Bank Asset & Wealth Management January 2007 - January 2011
Deutsche Bank Finance January 2004 - January 2007
Deutsche Bank Finance January 1999 - January 2004
Deutsche Bank Finance January 1995 - January 1999
Yamaichi International January 1994 - January 1995
Fidelity Investments / National Financial Services January 1987 - January 1994
Skills
Middle Office, Equities, Capital Markets, Hedge Funds, Fixed Income, Securities, Derivatives, Asset Managment, Wealth Management..., Prime Brokerage, Portfolio Management, Financial Modeling, Commodity, Investments, Mutual Funds, Wealth Management, Series 7, Investment Banking, Investment Management, Securities Lending, Real Estate License, SAP R/3, SAP BW, MS Project, Series 27, FINRA, Asset Management, Alternative Investments, Risk Management, Financial Services, Structured Products, Financial Risk, Private Equity, ETFs, Structured Finance, Finance, Banking, AML, Bloomberg, Corporate Actions, Treasury Management, Equity Derivatives, Bonds, FX Options, Options, Financial Markets, Credit Derivatives, Back Office, Trading Systems, Financial Reporting
Education
New Jersey State University 1988 — 1991
BS, Business Administration
Pace University
Accounting Studies
Wells Fargo March 2015 - Present
Wells Fargo Bank January 2010 - March 2015
Wachovia, A Wells Fargo Company June 1998 - 2010
First Union National Bank July 1994 - June 1998
Republic National Bank January 1993 - July 1994
Merrill Lynch January 1990 - April 1992
Skills
Fixed Income, Series 7, Trading, Finance, Bloomberg, Bonds, Options, Investment Management, Treasury, Investments, Money Market, Banking, Hedge Funds, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Management, Equities, Funding, Mortgage Lending, Currency, Asset Management
Education
Pace University 1986 — 1990
bs, Finance
Sysnet Solution May 2013 - March 2014
Natixis North America Corporate & Investment Bank June 2012 - April 2013
Merrill Lynch September 2011 - May 2012
LinkIt! April 2010 - June 2010
American Express December 2006 - August 2009
Lunar Electrical June 2006 - December 2006
Skills
Financial Modeling, Analysis, Business Analysis, Derivatives, Investment Banking, Finance, Microsoft Excel, Equities, Valuation, Bloomberg, Hedge Funds, Financial Analysis, Teamwork, Fixed Income
Education
Pace University - Lubin School of Business 2009 — 2012
Master of Business Administration (MBA), Financial Management
University of Mumbai
Master of Commerce, Management
University of Mumbai
BBA, Finance
W.W. GRAINGER, Inc., DBA Alliance Energy Solutions 2011 - Present
Great Homes Contracting,Inc. 2002 - 2011
the University of Connecticut - edgelab (Partnership with General Electric) September 2009 - December 2009
Merrill Lynch 2000 - 2002
The Friendly Painter 1998 - 2000
Innovex (GlaxoWellcome contract) 1997 - 1998
Skills
Negotiation, Research, Competitive Analysis, Consultative Selling, Strategic Planning, Business Development, Customer Service, Leadership, Management, Sales, Project Management, Selling
Education
University of Connecticut 2008 — 2010
MBA, Marketing/Finance
Pace University 1996 — 1997
B.A., Business
Bank of America June 2014 - Present
Deutsche Bank February 2008 - Present
Deutsche Bank March 2008 - June 2014
Merrill Lynch January 1998 - February 2008
BELL ATLANTIC January 1994 - January 1998
IBM CREDIT CORPORATION January 1993 - January 1994
Skills
Project Management, Strategic Business..., Cost Benefit Analysis, Network Administration, Vendor Management, Enterprise Software, Data Center, Training, Cost Benefit, Strategic Planning, System Administration, Disaster Recovery, Troubleshooting, Business Analysis, Unix
Education
Pace University 1999 — 2001
MBA, MANAGEMENT INFORMATION SYSTEMS
State University of New York at Albany 1988 — 1990
BACHELOR OF ARTS, ENGLISH
JPMorgan Chase October 2006 - March 2009
Merrill Lynch October 1997 - December 2001
Education
Pace University 2002 — 2006
MST, Teaching
Wagner College
BA, History and Political Science
Bank of America/Merrill Lynch June 2010 - December 2010
Garden State Health Systems January 2009 - April 2010
Merrill Lynch January 1990 - September 2008
Shearson Lehman Brothers January 1987 - January 1990
Management Science America January 1985 - January 1987
Skills
SDLC
Education
New Jersey State Elementary School Teacher CE
a Certificate, Client/Server Technology
Pace University
a Bachelor of Business Administration (BBA), Management Information Science(MIS)
Raritan Valley Community College
Monroe College September 2008 - Present
Blue Cross And Blue Shield May 1984 - December 1990
Merrill Lynch February 1982 - July 1984
Skills
Teaching, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Outlook, Customer Service, English, Strategic Planning, Computer..., Computer Networking, Higher Education
Education
Columbia University Teachers College 1987 — 1990
Master of Arts (M.A.), Industrial and Organizational Psychology
Pace University
Bachelor of Business Administration (BBA), Busines Education
Goldman Sachs August 2005 - Present
Merrill Lynch August 2002 - June 2005
Education
Pace University 1998 — 2002
BBA, Finance and Minor in Information Systems
Self Employed 2002 - Present
Goldman Sachs January 2000 - April 2002
Merrill Lynch 1997 - 1999
IBM Corporation February 1977 - March 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Stock Trading, Options Strategies, Index Options, Stocks, Commercial Real Estate, Real Estate License, Real Estate Transactions, Real Estate Investor, Real Estate Economics, Business Process, Business Process..., Business Process..., Project Management, Help Desk Support, Help Desk Implementation, Investment Banking, Derivatives, Financial Services
Education
Pace University
Citigroup October 2004 - Present
Citigroup September 2004 - Present
Citigroup September 2004 - Present
Citigroup January 2008 - April 2008
Citigroup September 2004 - December 2007
Citigroup September 1999 - September 2004
Merrill Lynch & Co. Inc August 1984 - August 2004
Merrill Lynch 1984 - 2004
Merrill Lynch September 1994 - August 1999
Merill Lynch September 1990 - August 1994
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration in Accounting, Accounting
Pace University
Bachelor of Business Administration, Accounting
J.P. Morgan October 2010 - May 2015
BNY ConvergEx March 2006 - May 2010
Barclays Capital March 2004 - March 2006
Merrill Lynch April 2002 - April 2004
Herzog,Heine, Geduld, Inc January 1990 - July 2002
Skills
Bloomberg, Trading, Trading Systems, Equity Research, Electronic Trading, Financial Markets, Series 63, Equity Trading, Alternative Investments, Investments
Education
Pace University 1986 — 1990
BBA, Political Science / Business Administration
Morgan Stanley November 2013 - July 2015
RBC Capital Markets July 2006 - April 2013
Merrill Lynch April 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Access, Finance, Financial Modeling, Leadership
Education
Pace University 1998 — 2002
Bachelor of Business Administration
HSBC Securities June 2011 - June 2013
Merrill Lynch November 2007 - September 2008
RBC Capital Markets February 2005 - August 2006
Merrill Lynch July 2002 - February 2005
Societe Generale January 2002 - May 2002
Skills
Fixed Income, Finance, Money Market, Capital Markets, CMBS, Credit
Education
Pace University 1998 — 2002
BA, Finance
The Jones Group Inc. August 2013 - Present
Macy's June 2013 - August 2013
John Varvatos Enterprises January 2013 - May 2013
Pace University September 2009 - May 2013
IMA 2012 - 2013
AXA Advisors June 2012 - August 2012
UBS September 2011 - December 2011
Merrill Lynch 2008 - 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Great communications..., Gujarati, Morningstar, Outlook, Simmons Choices 3, Cultural Awareness
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Bergen Tech
China International Capital Corporation April 2011 - Present
Anvil Knitwear, Inc May 2010 - Present
Merrill Lynch September 2009 - September 2010
Education
Pace University 2009 — 2011
MS, Accounting
Pace University - Lubin School of Business 2007 — 2009
MBA, Finance
Linium, Strategic Operations Solutions (SOS) April 2011 - Present
Morgan Stanley Wealth Management April 2007 - June 2010
AIG November 1998 - April 2007
Merrill Lynch 1989 - 1998
Skills
Change Management, Project Management, Insurance, Team Building, Risk Management, Call Center, Talent Management, Strategic Planning, Process Improvement, Mergers, Vendor Management, Talent Acquisition, Due Diligence, Executive Management, Team Leadership, Program Management, Outsourcing, Business Strategy, Business Analysis, Operations Management, Project Portfolio..., Process Engineering, Financial Services, IT Strategy, Management, Management Consulting, Negotiation, Business Process..., Governance, Performance Management, Mergers & Acquisitions, CRM, Strategy, Call Centers
Education
Pace University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America 2008 - 2012
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch 1999 - 2004
Skills
Business Continuity, Disaster Recovery, Risk Management, Strategic Planning, Incident and Crisis..., Change Management, Vendor Management, Program Management, Re-engineering, Business Relationship..., Project Execution, Team Building and..., Technology..., Service Delivery -..., Financial Services, Crisis Management, Team Building, Project Management, Financial Risk, Leadership, Business Process..., IT Strategy, SDLC, Data Center, Strategy, Operational Risk..., Enterprise Software, Project Portfolio..., CRM, Management, PMO, IT Operations, Service Delivery, Governance, Business Continuity...
Education
Pace University 1978 — 1982
Bachelor Business Administration
Self-Employed 1993 - Present
Ambac 1988 - 1993
Merrill Lynch 1983 - 1988
Education
Pace University - Lubin School of Business 1987 — 1989
Master of Business Administration (MBA), Management Information Systems, General
Pace University 1981 — 1985
Bachelor's degree, Computer and Information Sciences, General
Merrill Lynch October 2014 - Present
MetLife Investors December 2011 - October 2014
Morgan Stanley Wealth Management May 2005 - November 2011
PNC Investments May 1995 - May 2005
Skills
Insurance, Investments, brokerage licenses ..., Client Relationship..., Business Development, Team coaching and..., Alternative Investments, 3rd Party Money Managers
Education
Pace University 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
West Chester University of Pennsylvania 1980 — 1982
Bonamassa, Maietta & Cartelli, LLP November 2013 - Present
Perelson Weiner LLP August 2012 - October 2013
Perelson Weiner LLP February 2011 - August 2012
Merrill Lynch June 2010 - August 2010
Skills
US GAAP, Financial Reporting, Accounting, GAAP, Auditing, SEC filings, Tax Research, QuickBooks, Financial Statements, Tax Accounting, Microsoft Excel, Financial Accounting
Education
Pace University 2007 — 2012
Bachelor of Business Administration (BBA), Public Accounting and Finance
Merrill Lynch December 2012 - Present
Merrill Lynch 2005 - 2009
Skills
Banking, Customer Service, Financial Analysis, Investments
Education
Pace University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Westchester Community College 1998 — 2000
Associate's degree, Business Administration
Citigroup September 2015 - Present
Deutsche Bank September 2014 - September 2015
Morgan Stanley March 2007 - September 2014
Bank of America July 2001 - March 2007
Merrill Lynch August 1999 - July 2001
Skills
Extensive Audit..., Asset Managment, Wealth Management..., Investments, Asset Management, Auditing, Insurance, Trading, Management, Internal Audit, Financial Services, Hedge Funds
Education
Pace University 2004 — 2008
Master's degree, Finance and Financial Management Services
Pace University 1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business
Schiller University in Heidelberg 2000 — 2000
Morgan Stanley September 2009 - Present
Merrill Lynch May 2006 - September 2009
Lehman Brothers 2005 - 2006
Skills
Internal Audit,...
Education
Pace University 2005 — 2007
Master of Science (MS), Information Technology
White Plains, NY