Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Diana Sierra Diana Sierra's Merrill Lynch Experience April 1979 - March 1990
Job Executive Assistant at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide February 2011 - Present
Cooley LLP March 2006 - February 2011
The Albright Group February 2002 - March 2006
Dun & Bradstreet Corporation 1993 - 2001
Bankers Trust 1989 - 1993
Merrill Lynch April 1979 - March 1990
Skills
Customer Service, Employee Relations, Microsoft Office, Social Media, Recruiting, Budgets, Marketing, Public Speaking, Marketing Communications, Team Building, Strategic Planning, Contract Negotiation, Management, Negotiation, Coaching, Leadership, Meeting Planning, Front Office, Hotels, Hospitality, Project Management, Event Planning, Event Management, Process Scheduler, Hospitality Industry, Hospitality Management, Training
Education
Pace University - Lubin School of Business 1979 — 1986
Bachelor of Business Administration (BBA), International Marketing and Management
Mary Help of Christians Academy 1973 — 1977
Hilton Worldwide February 2011 - Present
Cooley LLP March 2006 - February 2011
The Albright Group February 2002 - March 2006
Dun & Bradstreet Corporation 1993 - 2001
Bankers Trust 1989 - 1993
Merrill Lynch April 1979 - March 1990
Skills
Customer Service, Employee Relations, Microsoft Office, Social Media, Recruiting, Budgets, Marketing, Public Speaking, Marketing Communications, Team Building, Strategic Planning, Contract Negotiation, Management, Negotiation, Coaching, Leadership, Meeting Planning, Front Office, Hotels, Hospitality, Project Management, Event Planning, Event Management, Process Scheduler, Hospitality Industry, Hospitality Management, Training
Education
Pace University - Lubin School of Business 1979 — 1986
Bachelor of Business Administration (BBA), International Marketing and Management
Mary Help of Christians Academy 1973 — 1977
Gennadiy Kleyman Gennadiy Kleyman's Merrill Lynch Experience January 2014 - July 2014
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Merrill Lynch January 2014 - July 2014
Merrill Lynch January 2012 - December 2013
Merrill Lynch July 2010 - December 2011
News Corporation January 2009 - September 2009
Skills
Financial Modeling, Banking, Investments, Management, SDLC, Process Improvement, Budgets
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance
Morgan Stanley Wealth Management July 2014 - Present
Merrill Lynch January 2014 - July 2014
Merrill Lynch January 2012 - December 2013
Merrill Lynch July 2010 - December 2011
News Corporation January 2009 - September 2009
Skills
Financial Modeling, Banking, Investments, Management, SDLC, Process Improvement, Budgets
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance
Bill Kubeck, CFA Bill Kubeck, CFA's Merrill Lynch Experience
Job Managing Director , Merrill Lynch, GWIM Secondary Capital Markets
Industry Financial Services
Experience
Merrill Lynch
Skills
Fixed Income solutions..., Capital Markets, International Investment, Alternative Investments, Bonds, Hedge Funds, Fixed Income, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, Investment Management, Emerging Markets, Finance
Education
Pace University - Lubin School of Business 1993 — 1996
Master of Business Administration (MBA)
Merrill Lynch
Skills
Fixed Income solutions..., Capital Markets, International Investment, Alternative Investments, Bonds, Hedge Funds, Fixed Income, Investments, Mutual Funds, Series 7, Asset Allocation, Equities, Investment Management, Emerging Markets, Finance
Education
Pace University - Lubin School of Business 1993 — 1996
Master of Business Administration (MBA)
Amy Fields Amy Fields's Merrill Lynch Experience 2003 - 2006
Job Senior Consultant at Wolters Kluwer Financial Services
Industry Banking
Experience
Wolters Kluwer Financial Services November 2011 - Present
Valley National Bank May 2007 - November 2011
Merrill Lynch 2003 - 2006
Skills
Banking, Risk Management, Financial Risk, Enterprise Risk..., AML, Operational Risk, Analysis, Compliance, Finance, Due Diligence, Financial Services, Credit Risk, Strategy, Retail Banking, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking
Education
William Paterson University of New Jersey 2010 — 2013
Masters of Business Administration
Pace University - Lubin School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Pequannock
Pequannock
Wolters Kluwer Financial Services November 2011 - Present
Valley National Bank May 2007 - November 2011
Merrill Lynch 2003 - 2006
Skills
Banking, Risk Management, Financial Risk, Enterprise Risk..., AML, Operational Risk, Analysis, Compliance, Finance, Due Diligence, Financial Services, Credit Risk, Strategy, Retail Banking, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking
Education
William Paterson University of New Jersey 2010 — 2013
Masters of Business Administration
Pace University - Lubin School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Pequannock
Pequannock
Krystal Scrudato Krystal Scrudato's Merrill Lynch Experience January 2012 - May 2012
Job Institutional Research at DF King
Industry Market Research
Experience
DF King Worldwide February 2013 - Present
New York Film Academy June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Pace University Student Government Association May 2011 - May 2012
Pace University August 2010 - May 2012
Pace University March 2009 - May 2012
NYSE Euronext September 2011 - December 2011
Pace University May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Access, Market Research, SPSS, Marketing Strategy, Marketing Communications, Social Media Marketing, Product Marketing, Marketing Management, Direct Marketing, Competitive Analysis, Market Analysis, Interpersonal..., Group Dynamics, Group Training, Brand Development..., Customer Service, Work Ethic, Loyal, Event Planning, Event Management, Outlook Express, Customer Engagement, Positioning, Integrity, Bigdough, AS400 system, Bloomberg Terminal, Institutional Research, Investor Relations, Institutional Analysis, Tender Offers, Brokers, Financial Institutions
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Major: Marketing Management Minor : Finance, Cum Laude
Paramus Catholic Regional High School 2004 — 2008
DF King Worldwide February 2013 - Present
New York Film Academy June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Pace University Student Government Association May 2011 - May 2012
Pace University August 2010 - May 2012
Pace University March 2009 - May 2012
NYSE Euronext September 2011 - December 2011
Pace University May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Access, Market Research, SPSS, Marketing Strategy, Marketing Communications, Social Media Marketing, Product Marketing, Marketing Management, Direct Marketing, Competitive Analysis, Market Analysis, Interpersonal..., Group Dynamics, Group Training, Brand Development..., Customer Service, Work Ethic, Loyal, Event Planning, Event Management, Outlook Express, Customer Engagement, Positioning, Integrity, Bigdough, AS400 system, Bloomberg Terminal, Institutional Research, Investor Relations, Institutional Analysis, Tender Offers, Brokers, Financial Institutions
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Major: Marketing Management Minor : Finance, Cum Laude
Paramus Catholic Regional High School 2004 — 2008
Charlie McFadden Charlie McFadden's Merrill Lynch Experience May 2014 - Present
Job Managing Director Cascade Complex at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch February 2010 - May 2014
Merrill Lynch 2007 - 2009
Merrill Lynch 2004 - 2007
Prudential Financial 1987 - 2003
Goldman Sachs 1983 - 1987
Education
Pace University - Lubin School of Business 1984 — 1987
Master of Business Administration (M.B.A.), International Economics
The College of New Jersey 1979 — 1982
Bachelor's degree, Business Administration and Management, General
Merrill Lynch May 2014 - Present
Merrill Lynch February 2010 - May 2014
Merrill Lynch 2007 - 2009
Merrill Lynch 2004 - 2007
Prudential Financial 1987 - 2003
Goldman Sachs 1983 - 1987
Education
Pace University - Lubin School of Business 1984 — 1987
Master of Business Administration (M.B.A.), International Economics
The College of New Jersey 1979 — 1982
Bachelor's degree, Business Administration and Management, General
Michael Wityk Michael Wityk's Merrill Lynch Experience 1999 - 1999
Job Senior Project Manager, Vaco at Ally Financial Inc.
Industry Broadcast Media
Experience
Vaco April 2013 - Present
CBS Corporation July 2008 - February 2013
IIBA NY Chapter July 2010 - December 2011
Morgan Stanley 2005 - 2008
Morgan Stanley 1999 - 2004
Merrill Lynch 1999 - 1999
ABN AMRO 1997 - 1999
Unilever 1996 - 1997
Watchtower 1989 - 1996
Skills
Professional Services, Program Management, Business Analysis, Digital Media, Financial Services, Service Management, High Availability, Virtualization, Project Management, Disaster Recovery, Change Management, MS Project, Amazon Cloud, Process Improvement, Social Media, PMP, Infrastructure, Logistics Management, Event Management, Projects, Team Building, Mentoring, Teaching, Public Speaking, Leadership, Thought Leadership, Enterprise Architecture, IT Strategy, Vendor Management, Voice Networking, Data Network, IT Management, Integration, SDLC, Problem Solving, Cross-functional Team..., Agile Methodologies, Software Implementation, Project Planning, ITIL, Strategic Planning, Risk Management, PMO, Amazon Web Services..., Security, Data Center, SharePoint, Analysis, Information Technology, Management
Education
Amazon Web Services 2012 — 2012
ITIL 2010 — 2010
Pace University - Lubin School of Business 2005 — 2010
BBA
Consulting Portal 2009 — 2009
Romeo High School 1984 — 1986
Diploma
Vaco April 2013 - Present
CBS Corporation July 2008 - February 2013
IIBA NY Chapter July 2010 - December 2011
Morgan Stanley 2005 - 2008
Morgan Stanley 1999 - 2004
Merrill Lynch 1999 - 1999
ABN AMRO 1997 - 1999
Unilever 1996 - 1997
Watchtower 1989 - 1996
Skills
Professional Services, Program Management, Business Analysis, Digital Media, Financial Services, Service Management, High Availability, Virtualization, Project Management, Disaster Recovery, Change Management, MS Project, Amazon Cloud, Process Improvement, Social Media, PMP, Infrastructure, Logistics Management, Event Management, Projects, Team Building, Mentoring, Teaching, Public Speaking, Leadership, Thought Leadership, Enterprise Architecture, IT Strategy, Vendor Management, Voice Networking, Data Network, IT Management, Integration, SDLC, Problem Solving, Cross-functional Team..., Agile Methodologies, Software Implementation, Project Planning, ITIL, Strategic Planning, Risk Management, PMO, Amazon Web Services..., Security, Data Center, SharePoint, Analysis, Information Technology, Management
Education
Amazon Web Services 2012 — 2012
ITIL 2010 — 2010
Pace University - Lubin School of Business 2005 — 2010
BBA
Consulting Portal 2009 — 2009
Romeo High School 1984 — 1986
Diploma
Christopher J. Bruno Christopher J. Bruno's Merrill Lynch Experience January 2010 - May 2010
Job AVP Forward FX G10 at ICAP
Industry Financial Services
Experience
ICAP November 2011 - Present
ICAP June 2011 - November 2011
Junior Achievement of New York September 2010 - May 2011
ICAP June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
UBS Wealth Management May 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers September 2007 - September 2008
Skills
Liquidity, Market Analysis, Currency, FX, Financial Markets, Series 7, Bloomberg, Excel, FX Options, Financial Modeling, Microsoft Excel, Portfolio Management, Investments
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance
New York University - Leonard N. Stern School of Business 2009 — 2009
Study Abroad, Finance
University of London 2009 — 2009
Study Abroad, Finance
Tenafly High School 2003 — 2007
ICAP November 2011 - Present
ICAP June 2011 - November 2011
Junior Achievement of New York September 2010 - May 2011
ICAP June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
UBS Wealth Management May 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers September 2007 - September 2008
Skills
Liquidity, Market Analysis, Currency, FX, Financial Markets, Series 7, Bloomberg, Excel, FX Options, Financial Modeling, Microsoft Excel, Portfolio Management, Investments
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance
New York University - Leonard N. Stern School of Business 2009 — 2009
Study Abroad, Finance
University of London 2009 — 2009
Study Abroad, Finance
Tenafly High School 2003 — 2007
Greg Flynn Greg Flynn's Merrill Lynch Experience 2004 - 2008
Job Consultant at New York Life Insurance
Industry Financial Services
Experience
Guardian Life ConsultantNew York Life Insurance Company2009 - Present
Merrill Lynch & Company 2006 - 2008
Merrill Lynch 2004 - 2008
Merrill Lynch January 2002 - August 2005
Merrill Lynch December 1999 - January 2002
Merrill Lynch December 1998 - December 1999
Merrill Lynch February 1994 - December 1998
Deloitte Consulting January 1986 - February 1994
Skills
IT Governance, IT Strategy and Planning, Business Architecture, Business IT Alignment, Project Portfolio..., Program Management, PMO, IT Service Management, ITIL, Cost Management, AML, Anti Money Laundering, Consolidated Supervision, Bank Holding Company, BHC, CSE, Enterprise IT Portfolio..., Enterprise Content..., ECM, FileNet, IT Portfolio, Enterprise Software, Business Process..., Governance, Business Alignment, Leadership, Information Technology, Financial Services, Management, Project Management, IT Strategy, Integration, Risk Management, Vendor Management, Strategic Planning, Strategy, Business Strategy, Consulting, Finance
Education
Pace University - Lubin School of Business
MBA, Computer Systems and Information Science
Pace University - Lubin School of Business
BBA, Marketing
Guardian Life ConsultantNew York Life Insurance Company2009 - Present
Merrill Lynch & Company 2006 - 2008
Merrill Lynch 2004 - 2008
Merrill Lynch January 2002 - August 2005
Merrill Lynch December 1999 - January 2002
Merrill Lynch December 1998 - December 1999
Merrill Lynch February 1994 - December 1998
Deloitte Consulting January 1986 - February 1994
Skills
IT Governance, IT Strategy and Planning, Business Architecture, Business IT Alignment, Project Portfolio..., Program Management, PMO, IT Service Management, ITIL, Cost Management, AML, Anti Money Laundering, Consolidated Supervision, Bank Holding Company, BHC, CSE, Enterprise IT Portfolio..., Enterprise Content..., ECM, FileNet, IT Portfolio, Enterprise Software, Business Process..., Governance, Business Alignment, Leadership, Information Technology, Financial Services, Management, Project Management, IT Strategy, Integration, Risk Management, Vendor Management, Strategic Planning, Strategy, Business Strategy, Consulting, Finance
Education
Pace University - Lubin School of Business
MBA, Computer Systems and Information Science
Pace University - Lubin School of Business
BBA, Marketing
Anthony Perrotta CFP®, CRPC® Anthony Perrotta CFP®, CRPC®'s Merrill Lynch Experience October 1998 - September 2002
Job Vice President Wealth Management Liaison at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2013 - Present
US Trust / Bank of America September 2009 - October 2013
Trade Station Securities September 2007 - October 2008
Merrill Lynch October 1998 - September 2002
Skills
Formal credit training, Business Analysis, Cross Selling, New Business Development, Investment Strategies, Risk Assessment, Credit Analysis, Residential Mortgages, Loans, Banking, Credit, Series 7, Financial Advisory, Wealth Management..., Relationship Management, Wealth Management
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Business Administration
St. Thomas Aquinas College 1995 — 1997
Bachelor of Science, Finance
Bank of America Merrill Lynch October 2013 - Present
US Trust / Bank of America September 2009 - October 2013
Trade Station Securities September 2007 - October 2008
Merrill Lynch October 1998 - September 2002
Skills
Formal credit training, Business Analysis, Cross Selling, New Business Development, Investment Strategies, Risk Assessment, Credit Analysis, Residential Mortgages, Loans, Banking, Credit, Series 7, Financial Advisory, Wealth Management..., Relationship Management, Wealth Management
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Business Administration
St. Thomas Aquinas College 1995 — 1997
Bachelor of Science, Finance
Brian Surdoval Brian Surdoval's Merrill Lynch Experience January 1997 - Present
Job First Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1997 - Present
Skills
Series 7, Fixed Income, Wealth Management, Bloomberg, Executive Management, Series 63, Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Asset Management, Retirement Planning, Bonds, Options
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch January 1997 - Present
Skills
Series 7, Fixed Income, Wealth Management, Bloomberg, Executive Management, Series 63, Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Asset Management, Retirement Planning, Bonds, Options
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
Dermot O'Brien's Merrill Lynch Experience 2002 - 2003
Job Chief Human Resources Officer at ADP
Industry Information Technology and Services
Experience
ADP April 2012 - Present
TIAA-CREF 2003 - March 2012
Merrill Lynch 2002 - 2003
Merrill Lynch 1999 - 2002
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Morgan Stanley 1990 - 1995
National Medical Care 1989 - 1990
Skills
Talent Management, Talent Acquisition, Executive Pay, Policy, Succession Planning, Culture Change, Process Improvement, Strategy, Change Management, Employee Engagement, Human Resources, Employee Benefits, HR Policies, Restructuring, Strategic Planning, Deferred Compensation, Management, Employee Relations, Recruiting, Personnel Management, Business Strategy, Executive Management, Team Building, Organizational..., Onboarding, Leadership, Organizational Design, Leadership Development, Organizational..., Human Capital, Management Consulting, Risk Management, Benefits Administration, Program Management, Performance Management, HRIS, Forecasting, 401k, Temporary Placement, Compensation & Benefit, Executive Coaching, Workforce Planning, HR Consulting, Mergers & Acquisitions, ADP Payroll, College Recruiting, HR Transformation, Career Development, Employee Training, Applicant Tracking...
Education
Pace University - Lubin School of Business
BBA, Finance
Blackrock College
ADP April 2012 - Present
TIAA-CREF 2003 - March 2012
Merrill Lynch 2002 - 2003
Merrill Lynch 1999 - 2002
Morgan Stanley 1998 - 1999
Morgan Stanley 1995 - 1998
Morgan Stanley 1990 - 1995
National Medical Care 1989 - 1990
Skills
Talent Management, Talent Acquisition, Executive Pay, Policy, Succession Planning, Culture Change, Process Improvement, Strategy, Change Management, Employee Engagement, Human Resources, Employee Benefits, HR Policies, Restructuring, Strategic Planning, Deferred Compensation, Management, Employee Relations, Recruiting, Personnel Management, Business Strategy, Executive Management, Team Building, Organizational..., Onboarding, Leadership, Organizational Design, Leadership Development, Organizational..., Human Capital, Management Consulting, Risk Management, Benefits Administration, Program Management, Performance Management, HRIS, Forecasting, 401k, Temporary Placement, Compensation & Benefit, Executive Coaching, Workforce Planning, HR Consulting, Mergers & Acquisitions, ADP Payroll, College Recruiting, HR Transformation, Career Development, Employee Training, Applicant Tracking...
Education
Pace University - Lubin School of Business
BBA, Finance
Blackrock College
BettyJo Siebel BettyJo Siebel's Merrill Lynch Experience July 1982 - January 1988
Job Business Analyst at AIG
Industry Facilities Services
Experience
AIG June 2014 - Present
USM April 2009 - Present
USM August 2005 - April 2009
Mullooly Asset Management November 2004 - February 2007
Merrill Lynch July 1982 - January 1988
Skills
Account Reconciliation, Budgets, Management, Analysis, Account Management, Financial Reporting, Accounts Receivable, Finance, Sales Operations, Forecasting, Process Improvement, Financial Analysis, Contract Management, Process Scheduler, Business Strategy, Purchasing, Teamwork, Microsoft Excel, Customer Service, Business Planning, Business Process..., Customer Satisfaction, Business Analysis, Strategic Planning, Operations Management, Project Planning, Facilities Management
Education
Fordham University - Marymount Campus
Bachelor's degree, Business Administration and Management, General
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Financial Economics
AIG June 2014 - Present
USM April 2009 - Present
USM August 2005 - April 2009
Mullooly Asset Management November 2004 - February 2007
Merrill Lynch July 1982 - January 1988
Skills
Account Reconciliation, Budgets, Management, Analysis, Account Management, Financial Reporting, Accounts Receivable, Finance, Sales Operations, Forecasting, Process Improvement, Financial Analysis, Contract Management, Process Scheduler, Business Strategy, Purchasing, Teamwork, Microsoft Excel, Customer Service, Business Planning, Business Process..., Customer Satisfaction, Business Analysis, Strategic Planning, Operations Management, Project Planning, Facilities Management
Education
Fordham University - Marymount Campus
Bachelor's degree, Business Administration and Management, General
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Financial Economics
Farah Jeremie, MBA Farah Jeremie, MBA's Merrill Lynch Experience November 2004 - October 2007
Job Associate Manager, OTC Operations at SS&C GlobeOp
Industry Investment Banking
Experience
SS&C GlobeOp August 2013 - Present
Barclays Capital June 2012 - December 2012
Credit Suisse Americas November 2007 - March 2012
Merrill Lynch November 2004 - October 2007
The Bank Of New York June 2001 - November 2004
Skills
Credit, Middle Office, Settlements, CDS, Credit Derivatives, CDO, Structured Products, Bloomberg, Fixed Income, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, International Business
Baruch College 1997 — 2001
BBA, Finance
Lycee Alexandre Dumas 1990 — 1996
Baccalaureat Francais, Sciences Economiques
SS&C GlobeOp August 2013 - Present
Barclays Capital June 2012 - December 2012
Credit Suisse Americas November 2007 - March 2012
Merrill Lynch November 2004 - October 2007
The Bank Of New York June 2001 - November 2004
Skills
Credit, Middle Office, Settlements, CDS, Credit Derivatives, CDO, Structured Products, Bloomberg, Fixed Income, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, International Business
Baruch College 1997 — 2001
BBA, Finance
Lycee Alexandre Dumas 1990 — 1996
Baccalaureat Francais, Sciences Economiques
Kathy Meany's Merrill Lynch Experience August 2000 - November 2002
Job Phoenix Learning Solutions, LLC
Industry Professional Training & Coaching
Experience
Phoenix Learning Solutions LLC January 2009 - Present
Inverness Technologies June 2013 - Present
Manhattanville College School of Business February 2013 - Present
Partners In Human Resources International September 2011 - Present
American Society for Training & Development - NY Metro Chapter 2005 - Present
Deutsche Bank August 2007 - January 2009
Reuters April 2004 - August 2007
Merrill Lynch August 2000 - November 2002
Prudential Securities September 1995 - August 2000
Skills
Business, CRM, Leadership Development, Organizational..., Performance Management, Talent Management, Change Management, Executive Coaching, Coaching, Succession Planning, Performance Improvement, Employee Relations, Vendor Management, Program Management, Strategic Planning, Training, Instructional Design, Leadership, Staff Development, Career Development, Mentoring, Human Resources, Workshop Facilitation, Career Counseling, Employee Training, Training Management, Consulting, Strategy, Recruiting, E-Learning
Education
Pace University - Lubin School of Business
Phoenix Learning Solutions LLC January 2009 - Present
Inverness Technologies June 2013 - Present
Manhattanville College School of Business February 2013 - Present
Partners In Human Resources International September 2011 - Present
American Society for Training & Development - NY Metro Chapter 2005 - Present
Deutsche Bank August 2007 - January 2009
Reuters April 2004 - August 2007
Merrill Lynch August 2000 - November 2002
Prudential Securities September 1995 - August 2000
Skills
Business, CRM, Leadership Development, Organizational..., Performance Management, Talent Management, Change Management, Executive Coaching, Coaching, Succession Planning, Performance Improvement, Employee Relations, Vendor Management, Program Management, Strategic Planning, Training, Instructional Design, Leadership, Staff Development, Career Development, Mentoring, Human Resources, Workshop Facilitation, Career Counseling, Employee Training, Training Management, Consulting, Strategy, Recruiting, E-Learning
Education
Pace University - Lubin School of Business
Dan Bertch's Merrill Lynch Experience June 2008 - August 2008
Job Senior Global Financial Crimes Compliance Specialist Financial Intel Unit at Bank of America
Industry Banking
Experience
Bank of America January 2014 - Present
Bank of America June 2011 - January 2014
Bank of America December 2009 - June 2011
Late Show with David Letterman January 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Washington Mutual February 2007 - May 2008
Skills
Financial Services, Investment Banking, Portfolio Management, Risk Management, Derivatives
Education
Pace University - Lubin School of Business 2007 — 2009
B.B.A., Finance
Bank of America January 2014 - Present
Bank of America June 2011 - January 2014
Bank of America December 2009 - June 2011
Late Show with David Letterman January 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Washington Mutual February 2007 - May 2008
Skills
Financial Services, Investment Banking, Portfolio Management, Risk Management, Derivatives
Education
Pace University - Lubin School of Business 2007 — 2009
B.B.A., Finance
Anna Ifraimoff Anna Ifraimoff's Merrill Lynch Experience July 2001 - May 2002
Job Operations Coordinator at Americare Companies
Industry Financial Services
Experience
4 U Realty Group November 2007 - Present
Americare Companies July 2009 - July 2011
Elliot Ifraimoff & Associates, Inc. May 2002 - April 2004
Merrill Lynch July 2001 - May 2002
Hagen, Streiff, Newton & Oshiro Accountants February 2000 - March 2001
Russell Sage Foundation July 1998 - February 2000
American Express August 1997 - June 1998
Skills
Financial Analysis, Finance
Education
Touro College 2012 — 2014
Master's degree
Pace University - Lubin School of Business 1997 — 2000
Finance, Accounting, Finance, Management, Computers, Math
Stony Brook University 1995 — 1997
Pre-Med
4 U Realty Group November 2007 - Present
Americare Companies July 2009 - July 2011
Elliot Ifraimoff & Associates, Inc. May 2002 - April 2004
Merrill Lynch July 2001 - May 2002
Hagen, Streiff, Newton & Oshiro Accountants February 2000 - March 2001
Russell Sage Foundation July 1998 - February 2000
American Express August 1997 - June 1998
Skills
Financial Analysis, Finance
Education
Touro College 2012 — 2014
Master's degree
Pace University - Lubin School of Business 1997 — 2000
Finance, Accounting, Finance, Management, Computers, Math
Stony Brook University 1995 — 1997
Pre-Med
Bob Abreu Bob Abreu's Merrill Lynch Experience April 1983 - July 1996
Job Regional Sales Director Investment Consultant at Arrow Investment Advisors
Industry Financial Services
Experience
Arrow Investment Advisors March 2014 - Present
DirexionFunds December 2011 - December 2013
MetLife Financial Services November 2009 - December 2011
Morgan Stanley Investment Management March 1998 - August 2008
Paine Webber Group July 1996 - January 1998
Merrill Lynch April 1983 - July 1996
Skills
Sales, Consulting, Series 7, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Investments, Asset Managment, Equities, ETFs, Portfolio Management, Hedge Funds, Financial Services, Separately Managed..., Structured Products, Financial Advisory, Strategic Financial..., Fund Of Funds, Private Equity, Equity Research, Retirement Planning, Business Development, Start-ups, Retirement, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Series 65, Finance, Securities, FINRA, Fixed Income, Series 24, Series 6, Fixed Annuities, 401k, Uniform Combined State..., Wealth, Relationship Management, Wealth Management..., Capital Markets, Options, Bonds, Bloomberg, Life Insurance, Trading, Equity Trading, High Net Worth...
Education
Pace University - Lubin School of Business
BBA Marketing, Marketing, Economics
Arrow Investment Advisors March 2014 - Present
DirexionFunds December 2011 - December 2013
MetLife Financial Services November 2009 - December 2011
Morgan Stanley Investment Management March 1998 - August 2008
Paine Webber Group July 1996 - January 1998
Merrill Lynch April 1983 - July 1996
Skills
Sales, Consulting, Series 7, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Investments, Asset Managment, Equities, ETFs, Portfolio Management, Hedge Funds, Financial Services, Separately Managed..., Structured Products, Financial Advisory, Strategic Financial..., Fund Of Funds, Private Equity, Equity Research, Retirement Planning, Business Development, Start-ups, Retirement, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Series 65, Finance, Securities, FINRA, Fixed Income, Series 24, Series 6, Fixed Annuities, 401k, Uniform Combined State..., Wealth, Relationship Management, Wealth Management..., Capital Markets, Options, Bonds, Bloomberg, Life Insurance, Trading, Equity Trading, High Net Worth...
Education
Pace University - Lubin School of Business
BBA Marketing, Marketing, Economics
Amanda Abajian Amanda Abajian's Merrill Lynch Experience February 2010 - May 2010
Job Executive Assistant at Altman Vilandrie & Company
Industry Management Consulting
Experience
Altman Vilandrie & Company August 2015 - Present
L'Oréal May 2014 - Present
Northbound Executive Search November 2013 - May 2014
Hearst Magazines April 2012 - October 2013
Upsilon Ventures November 2011 - April 2012
KAGLEW Management LLP August 2010 - August 2011
Merrill Lynch February 2010 - May 2010
Skills
Social Media Marketing, Social Networking, Social Media, Cold Calling, Facebook, Management, Marketing, Event Management, Recruiting, Event Planning, Advertising, Public Relations, Press Releases, Marketing Strategy, Blogging, Newsletters, Integrated Marketing, Microsoft Office, Entertainment, Fashion, Strategy, Outlook, HTML, PowerPoint, Customer Service, Salesforce.com, Sales, Social Media Outreach, Television, Financial Services, Marketing Communications, Budgets, InDesign, Magazines, Digital Marketing, Online Marketing, Non-profits, Nonprofits, Video, Online Advertising
Education
Pace University - Lubin School of Business 2006 — 2010
Business Bachelors Associates, Marketing, Advertising and Promotions
Millburn High School 2001 — 2005
West Essex High School
Altman Vilandrie & Company August 2015 - Present
L'Oréal May 2014 - Present
Northbound Executive Search November 2013 - May 2014
Hearst Magazines April 2012 - October 2013
Upsilon Ventures November 2011 - April 2012
KAGLEW Management LLP August 2010 - August 2011
Merrill Lynch February 2010 - May 2010
Skills
Social Media Marketing, Social Networking, Social Media, Cold Calling, Facebook, Management, Marketing, Event Management, Recruiting, Event Planning, Advertising, Public Relations, Press Releases, Marketing Strategy, Blogging, Newsletters, Integrated Marketing, Microsoft Office, Entertainment, Fashion, Strategy, Outlook, HTML, PowerPoint, Customer Service, Salesforce.com, Sales, Social Media Outreach, Television, Financial Services, Marketing Communications, Budgets, InDesign, Magazines, Digital Marketing, Online Marketing, Non-profits, Nonprofits, Video, Online Advertising
Education
Pace University - Lubin School of Business 2006 — 2010
Business Bachelors Associates, Marketing, Advertising and Promotions
Millburn High School 2001 — 2005
West Essex High School
Robert J Russo Jr. Robert J Russo Jr.'s Merrill Lynch Experience September 2007 - December 2007
Job Investor, Entrepreneur
Industry Investment Management
Experience
Investment Management January 2013 - Present
G-Rides Private Transportation, Inc. September 2014 - Present
PrivCo June 2014 - September 2014
Value Investment Professionals, LLC March 2014 - May 2014
JPMorgan Chase July 2010 - October 2012
Dimension Trading Group, LLC April 2009 - September 2009
Genesis Investment Trading, LLC August 2008 - April 2009
Merrill Lynch September 2007 - December 2007
Field Home May 2006 - September 2006
Joe Benbasset, Inc. June 2004 - September 2004
Skills
Equities, Fixed Income, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Series 63, Investments, Portfolio Management, Economics, Microsoft Excel, Technical Analysis, Bloomberg Terminal, Bloomberg, Capital Markets, Investor Relations, Credit Analysis, Risk Management, Corporate Finance, Statistical Modeling, Equity Trading, Wealth Management, Alternative Investments, Finance, Asset Allocation, Excel, Customer Relations, Mutual Funds, Trading, Financial Risk, Mergers, Securities, Retirement Planning, Asset Management, Derivatives, Investment Strategies, Options, Investment Advisory, Financial Services, Financial Advisory, Equity Research, Financial Markets, Hedge Funds, LBO, Banking, Credit, Private Equity, Trading Strategies, Options Strategies, Index Options
Education
CFA Institute
Investment Banking Institute
Pace University - Lubin School of Business
BBA
Investment Management January 2013 - Present
G-Rides Private Transportation, Inc. September 2014 - Present
PrivCo June 2014 - September 2014
Value Investment Professionals, LLC March 2014 - May 2014
JPMorgan Chase July 2010 - October 2012
Dimension Trading Group, LLC April 2009 - September 2009
Genesis Investment Trading, LLC August 2008 - April 2009
Merrill Lynch September 2007 - December 2007
Field Home May 2006 - September 2006
Joe Benbasset, Inc. June 2004 - September 2004
Skills
Equities, Fixed Income, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Series 63, Investments, Portfolio Management, Economics, Microsoft Excel, Technical Analysis, Bloomberg Terminal, Bloomberg, Capital Markets, Investor Relations, Credit Analysis, Risk Management, Corporate Finance, Statistical Modeling, Equity Trading, Wealth Management, Alternative Investments, Finance, Asset Allocation, Excel, Customer Relations, Mutual Funds, Trading, Financial Risk, Mergers, Securities, Retirement Planning, Asset Management, Derivatives, Investment Strategies, Options, Investment Advisory, Financial Services, Financial Advisory, Equity Research, Financial Markets, Hedge Funds, LBO, Banking, Credit, Private Equity, Trading Strategies, Options Strategies, Index Options
Education
CFA Institute
Investment Banking Institute
Pace University - Lubin School of Business
BBA
Michael Giobbe, CPA Michael Giobbe, CPA's Merrill Lynch Experience 2007 - 2009
Job Senior Finance and Project Management Professional
Industry Financial Services
Experience
Michael Giobbe, LLC June 2012 - Present
DTCC June 2012 - April 2013
Bank of America/Merrill Lynch 2009 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 2000 - 2007
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Skills
Financial Analysis, Project Planning, Business Continuity, Operational Risk..., Expense Management, Executive Management, Budgeting, Workouts, Audit Resolution, Litigation Support, Auditing, Project Management, Budgets, Risk Management, PMO
Education
Pace University - Lubin School of Business 1977 — 1981
BBA, Accounting
Michael Giobbe, LLC June 2012 - Present
DTCC June 2012 - April 2013
Bank of America/Merrill Lynch 2009 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 2000 - 2007
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Skills
Financial Analysis, Project Planning, Business Continuity, Operational Risk..., Expense Management, Executive Management, Budgeting, Workouts, Audit Resolution, Litigation Support, Auditing, Project Management, Budgets, Risk Management, PMO
Education
Pace University - Lubin School of Business 1977 — 1981
BBA, Accounting
Diane Zung Diane Zung's Merrill Lynch Experience June 1998 - September 2005
Job Coordinator
Industry Education Management
Experience
Merrill Lynch June 1998 - September 2005
Education
Pace University - Lubin School of Business 1982 — 1986
BA, Accounting and Computer Info Systems
Merrill Lynch June 1998 - September 2005
Education
Pace University - Lubin School of Business 1982 — 1986
BA, Accounting and Computer Info Systems
Joseph Vito Joseph Vito's Merrill Lynch Experience 1991 - 2004
Job
Industry Information Technology and Services
Experience
EMC June 2013 - Present
UBS Corporate Center January 2011 - June 2013
Leader Networks April 2010 - December 2010
Kynetx Inc. April 2010 - December 2010
Dun & Bradstreet April 2006 - April 2010
Charles Schwab - US Trust March 2004 - March 2006
Merrill Lynch 1991 - 2004
Skills
Customer Relations, IT Strategy, Wealth Management, Economics, Portfolio Management, Customer Service, Cloud Computing, Financial Services, Business, Enterprise Risk..., Risk Management, Asset Managment, Business Analysis, Equities, Strategic Planning, Business Development, Integration, Asset Management, Strategy, Program Management, Enterprise Software, Product Development, Leadership, Business Strategy, Change Management, CRM, Enterprise Architecture, Management, Vendor Management, SDLC, Management Consulting, Analytics, Product Management, Information Technology, Business Process, Business Planning, Start-ups, Project Portfolio..., Telecommunications, Finance, Six Sigma, SOA, SaaS, Data Center, Governance, Consulting, Business Process..., Project Planning, Business Intelligence, Mobile Devices
Education
Pace University - Lubin School of Business 1987 — 1989
MBA, Finance
Union College 1982 — 1986
BA, Managerial Economics
EMC June 2013 - Present
UBS Corporate Center January 2011 - June 2013
Leader Networks April 2010 - December 2010
Kynetx Inc. April 2010 - December 2010
Dun & Bradstreet April 2006 - April 2010
Charles Schwab - US Trust March 2004 - March 2006
Merrill Lynch 1991 - 2004
Skills
Customer Relations, IT Strategy, Wealth Management, Economics, Portfolio Management, Customer Service, Cloud Computing, Financial Services, Business, Enterprise Risk..., Risk Management, Asset Managment, Business Analysis, Equities, Strategic Planning, Business Development, Integration, Asset Management, Strategy, Program Management, Enterprise Software, Product Development, Leadership, Business Strategy, Change Management, CRM, Enterprise Architecture, Management, Vendor Management, SDLC, Management Consulting, Analytics, Product Management, Information Technology, Business Process, Business Planning, Start-ups, Project Portfolio..., Telecommunications, Finance, Six Sigma, SOA, SaaS, Data Center, Governance, Consulting, Business Process..., Project Planning, Business Intelligence, Mobile Devices
Education
Pace University - Lubin School of Business 1987 — 1989
MBA, Finance
Union College 1982 — 1986
BA, Managerial Economics
Angelo Peluso Angelo Peluso's Merrill Lynch Experience 1970 - 2000
Job Independent Consultant, Freelance Writer and Book Author at Northland Consulting/Painter Creek Communications
Industry Management Consulting
Experience
Northland Consulting/Painter Creek Communications August 2011 - Present
L.I.F. Publishing Corp/The Fisherman Magazines May 2009 - Present
Self Employed April 2000 - April 2009
Merrill Lynch 1970 - 2000
Merrill Lynch Tritech/ MLPT January 1991 - March 1999
Merrill Lynch 1970 - 1999
Skills
Publishing, Publications, Blogging, Newsletters, Writing, Journalism, Public Speaking, Magazines, Strategic Planning, Photography, Change Management, Management Consulting, Executive Management, Executive Compensation, Editorial
Education
Pace University - Lubin School of Business
MBA
Queens College
BA
University of Pennsylvania - The Wharton School
Executive Leadership Development
Northland Consulting/Painter Creek Communications August 2011 - Present
L.I.F. Publishing Corp/The Fisherman Magazines May 2009 - Present
Self Employed April 2000 - April 2009
Merrill Lynch 1970 - 2000
Merrill Lynch Tritech/ MLPT January 1991 - March 1999
Merrill Lynch 1970 - 1999
Skills
Publishing, Publications, Blogging, Newsletters, Writing, Journalism, Public Speaking, Magazines, Strategic Planning, Photography, Change Management, Management Consulting, Executive Management, Executive Compensation, Editorial
Education
Pace University - Lubin School of Business
MBA
Queens College
BA
University of Pennsylvania - The Wharton School
Executive Leadership Development
Robert Liotto Robert Liotto's Merrill Lynch Experience January 1986 - January 1992
Job Director, Total Rewards at Meridian Health
Industry Human Resources
Experience
Meridian Health November 2014 - Present
E*TRADE Financial April 2011 - November 2014
CA Technologies (CA, Inc) February 2005 - April 2011
Black Mountain Management, Inc. January 2002 - January 2005
Benefit Plan Installations, Inc January 1999 - January 2002
Smith Barney Plan Services (a/k/a CitiStreet) January 1996 - January 1999
Towers Perrin January 1992 - January 1996
Merrill Lynch January 1986 - January 1992
Bankers Trust January 1976 - January 1986
Skills
Vendor Management, Relationship Management, Consulting, Project Management, Business Process..., Employee Benefits, Deferred Compensation, HRIS, Financial Services, Mergers, Talent Acquisition, Performance Management, Process Improvement, Outsourcing, Talent Management, PeopleSoft, Mergers & Acquisitions, Payroll, 401k, Management, Business Planning, Change Management, Benefits Administration, Analysis, Business Process..., Leadership, Employee Relations, Human Resources, Applicant Tracking..., Program Management, Cross-functional Team..., CRM, Executive Management, Business Development, Team Building, Compensation & Benefit, Employee Engagement, Executive Pay, Onboarding, Organizational Design, Defined Benefit, Personnel Management, Workforce Planning, Organizational..., HRO Outsourcing, Health & Welfare..., Equity Plan Design &..., Health Care Reform..., Succession Planning, College Recruiting
Education
Pace University - Lubin School of Business
BA, Economics - with a minor in Management
Meridian Health November 2014 - Present
E*TRADE Financial April 2011 - November 2014
CA Technologies (CA, Inc) February 2005 - April 2011
Black Mountain Management, Inc. January 2002 - January 2005
Benefit Plan Installations, Inc January 1999 - January 2002
Smith Barney Plan Services (a/k/a CitiStreet) January 1996 - January 1999
Towers Perrin January 1992 - January 1996
Merrill Lynch January 1986 - January 1992
Bankers Trust January 1976 - January 1986
Skills
Vendor Management, Relationship Management, Consulting, Project Management, Business Process..., Employee Benefits, Deferred Compensation, HRIS, Financial Services, Mergers, Talent Acquisition, Performance Management, Process Improvement, Outsourcing, Talent Management, PeopleSoft, Mergers & Acquisitions, Payroll, 401k, Management, Business Planning, Change Management, Benefits Administration, Analysis, Business Process..., Leadership, Employee Relations, Human Resources, Applicant Tracking..., Program Management, Cross-functional Team..., CRM, Executive Management, Business Development, Team Building, Compensation & Benefit, Employee Engagement, Executive Pay, Onboarding, Organizational Design, Defined Benefit, Personnel Management, Workforce Planning, Organizational..., HRO Outsourcing, Health & Welfare..., Equity Plan Design &..., Health Care Reform..., Succession Planning, College Recruiting
Education
Pace University - Lubin School of Business
BA, Economics - with a minor in Management
Mark Rothberger Mark Rothberger's Merrill Lynch Experience January 1986 - January 1996
Job Executive Chauffeur at Chauffeured Eco
Industry Financial Services
Experience
Chauffeured Eco October 2010 - Present
United States Census Bureau March 2010 - August 2010
MERRILL LYNCH & Co., Inc January 1986 - January 2008
Merrill Lynch January 1986 - January 1996
Skills
Bloomberg, Back Office, Equities
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, Management
Brooklyn Technical High School
HS, Mechanical program
Chauffeured Eco October 2010 - Present
United States Census Bureau March 2010 - August 2010
MERRILL LYNCH & Co., Inc January 1986 - January 2008
Merrill Lynch January 1986 - January 1996
Skills
Bloomberg, Back Office, Equities
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, Management
Brooklyn Technical High School
HS, Mechanical program
Henk de Bruijne's Merrill Lynch Experience May 2008 - December 2009
Job Investment Banking Analyst at Burnham Securities Inc.
Industry Investment Banking
Experience
Burnham Securities Inc. June 2014 - Present
Tigress Financial Partners January 2012 - June 2014
John Thomas Financial September 2010 - December 2011
De Buck Gallery January 2010 - September 2010
Merrill Lynch May 2008 - December 2009
Skills
DCF Valuation, Leveraged Finance, LBO, Factset, Capital IQ, Competitive Analysis, Teamwork, VBA, Financial Modeling, Vlookup, Strong Interpersonal..., Business Strategy, Bloomberg Terminal, Research, Fast Learner, Market Analysis, Salesforce.com, Excel, Thomson One, Valuation, Team Oriented, Deal Closing, Electronic Trading, Employee Loyalty, Outlook, PowerPoint, Access, Dreamweaver, Morningstar, Word, Microsoft Office, Investments, Analysis, Customer Relations, Market Research, Negotiation, Problem Solving, Financial Analysis, Trading, Account Management, Asset Management, Team Building, Reuters, Netx360, High Pressure..., Microsoft Word, Asset Managment, Investment Banking, Debt & Equity Capital..., Debt & Equity Financing
Education
Pace University - Lubin School of Business 2013 — 2014
Master's Degree, Finance
Training The Street 2013 — 2013
Certificate, Essentials of Valuation and Financial Modeling
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, International Business
Burnham Securities Inc. June 2014 - Present
Tigress Financial Partners January 2012 - June 2014
John Thomas Financial September 2010 - December 2011
De Buck Gallery January 2010 - September 2010
Merrill Lynch May 2008 - December 2009
Skills
DCF Valuation, Leveraged Finance, LBO, Factset, Capital IQ, Competitive Analysis, Teamwork, VBA, Financial Modeling, Vlookup, Strong Interpersonal..., Business Strategy, Bloomberg Terminal, Research, Fast Learner, Market Analysis, Salesforce.com, Excel, Thomson One, Valuation, Team Oriented, Deal Closing, Electronic Trading, Employee Loyalty, Outlook, PowerPoint, Access, Dreamweaver, Morningstar, Word, Microsoft Office, Investments, Analysis, Customer Relations, Market Research, Negotiation, Problem Solving, Financial Analysis, Trading, Account Management, Asset Management, Team Building, Reuters, Netx360, High Pressure..., Microsoft Word, Asset Managment, Investment Banking, Debt & Equity Capital..., Debt & Equity Financing
Education
Pace University - Lubin School of Business 2013 — 2014
Master's Degree, Finance
Training The Street 2013 — 2013
Certificate, Essentials of Valuation and Financial Modeling
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, International Business
Vivek Lakhiani MBA,CBAP,PMP Vivek Lakhiani MBA,CBAP,PMP's Merrill Lynch Experience January 2002 - December 2002
Job Business Systems Analyst at CA Technologies
Industry Information Technology and Services
Experience
CA Technologies August 2013 - Present
Trident Solutions Inc. December 2011 - July 2013
Peter Advani CPA, PLLC. April 2012 - July 2012
Bridgewater Associates July 2009 - November 2011
IT Production Consulting Inc. February 2009 - May 2009
Business Funding Strategies February 2004 - January 2009
Majestic Research November 2005 - May 2006
Nations Standard Mortgage Corp. January 2003 - January 2004
Merrill Lynch January 2002 - December 2002
Advantage Technical Resourcing November 2001 - December 2001
Skills
Creative Thinking, Hedge Funds, Hedge Accounting, Data Analysis, Data Mining, Business Process..., Management Consulting, Business Planning, Business Strategy, Microsoft Excel, PowerPoint, Business Analysis, Financial Reporting, Management Reporting, Compliance Reporting, Excel Dashboards, Metrics Reporting, Decision Support, Strategic Insights, Management, Portfolio Management, Valuation, Financial Modeling, Strategy, Investments, Equities, Market Research, Financial Services, Trading, Business Intelligence, Analysis
Education
Pace University - Lubin School of Business 1990 — 1994
MBA, Finance - Investments & Portfolio Management
Institute of Chartered Financial Analysts of India 1990 — 1990
Diploma in Basic Finance, Finance
University of Mumbai 1984 — 1989
Bachelor of Commerce, Accounting, Business Administration
CA Technologies August 2013 - Present
Trident Solutions Inc. December 2011 - July 2013
Peter Advani CPA, PLLC. April 2012 - July 2012
Bridgewater Associates July 2009 - November 2011
IT Production Consulting Inc. February 2009 - May 2009
Business Funding Strategies February 2004 - January 2009
Majestic Research November 2005 - May 2006
Nations Standard Mortgage Corp. January 2003 - January 2004
Merrill Lynch January 2002 - December 2002
Advantage Technical Resourcing November 2001 - December 2001
Skills
Creative Thinking, Hedge Funds, Hedge Accounting, Data Analysis, Data Mining, Business Process..., Management Consulting, Business Planning, Business Strategy, Microsoft Excel, PowerPoint, Business Analysis, Financial Reporting, Management Reporting, Compliance Reporting, Excel Dashboards, Metrics Reporting, Decision Support, Strategic Insights, Management, Portfolio Management, Valuation, Financial Modeling, Strategy, Investments, Equities, Market Research, Financial Services, Trading, Business Intelligence, Analysis
Education
Pace University - Lubin School of Business 1990 — 1994
MBA, Finance - Investments & Portfolio Management
Institute of Chartered Financial Analysts of India 1990 — 1990
Diploma in Basic Finance, Finance
University of Mumbai 1984 — 1989
Bachelor of Commerce, Accounting, Business Administration
Aleksandr Litinskiy's Merrill Lynch Experience June 2007 - August 2007
Job Sports Professional
Industry Sports
Experience
Binghamton Racquet Club 2012 - 2013
Pershing, a BNY Mellon company January 2011 - July 2012
Dimension Trading Group LLC December 2009 - July 2010
Merrill Lynch June 2007 - August 2007
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General, 3.4
Binghamton Racquet Club 2012 - 2013
Pershing, a BNY Mellon company January 2011 - July 2012
Dimension Trading Group LLC December 2009 - July 2010
Merrill Lynch June 2007 - August 2007
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General, 3.4
Wilfredo Enriquez Wilfredo Enriquez's Merrill Lynch Experience June 2003 - April 2004
Job Consultant at Fire Department Mutual of New York
Industry Financial Services
Experience
Fire Department Mutual of New York November 2013 - Present
AXA US April 2004 - April 2012
AXA/Equitable March 1986 - April 2012
Merrill Lynch June 2003 - April 2004
U.S. Trust November 2002 - May 2003
AXA US March 1999 - November 2001
Skills
Financial Analysis, Financial Services, Accounting, Analysis, Financial Modeling, Insurance, Financial Reporting, Investments, Risk Management, Corporate Finance, Strategic Financial..., Business Analysis, Internal Controls, Finance, Portfolio Management, Variance Analysis, Financial Planning
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
Fire Department Mutual of New York November 2013 - Present
AXA US April 2004 - April 2012
AXA/Equitable March 1986 - April 2012
Merrill Lynch June 2003 - April 2004
U.S. Trust November 2002 - May 2003
AXA US March 1999 - November 2001
Skills
Financial Analysis, Financial Services, Accounting, Analysis, Financial Modeling, Insurance, Financial Reporting, Investments, Risk Management, Corporate Finance, Strategic Financial..., Business Analysis, Internal Controls, Finance, Portfolio Management, Variance Analysis, Financial Planning
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
Bradley Ughetta Bradley Ughetta's Merrill Lynch Experience 1997 - 2001
Job Financial Industry Executive
Industry Financial Services
Experience
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
Weiye (Alex) Wang Weiye (Alex) Wang's Merrill Lynch Experience September 2009 - December 2010
Job Equity Analyst at John Thomas Financial
Industry Investment Management
Experience
John Thomas Financial January 2011 - Present
Pace University - Lubin School of Business September 2008 - January 2011
Merrill Lynch September 2009 - December 2010
AXA Advisors July 2009 - August 2009
China Everbright Bank May 2007 - April 2008
China Galaxy Securities Company January 2007 - February 2007
Industrial and Commercial Bank of China July 2006 - August 2006
Education
Pace University - Lubin School of Business 2008 — 2011
Shanghai Institute of Foreign
BA, International Marketing
John Thomas Financial January 2011 - Present
Pace University - Lubin School of Business September 2008 - January 2011
Merrill Lynch September 2009 - December 2010
AXA Advisors July 2009 - August 2009
China Everbright Bank May 2007 - April 2008
China Galaxy Securities Company January 2007 - February 2007
Industrial and Commercial Bank of China July 2006 - August 2006
Education
Pace University - Lubin School of Business 2008 — 2011
Shanghai Institute of Foreign
BA, International Marketing
Tong Li Tong Li's Merrill Lynch Experience April 2008 - August 2009
Job Vice President of Finance at China Horizon Management LLC
Industry Financial Services
Experience
China Horizon Management LLC March 2010 - Present
Merrill Lynch April 2008 - August 2009
DTCC June 2007 - February 2009
IBM July 2003 - December 2005
HP May 1999 - June 2003
Skills
Financial Modeling, Portfolio Management, Restructuring, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance
China Horizon Management LLC March 2010 - Present
Merrill Lynch April 2008 - August 2009
DTCC June 2007 - February 2009
IBM July 2003 - December 2005
HP May 1999 - June 2003
Skills
Financial Modeling, Portfolio Management, Restructuring, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance
Krista A. Ramroop Krista A. Ramroop's Merrill Lynch Experience March 2015 - Present
Job Merrill Lynch, Global Wealth & Investment Management (GWIM), Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
TD Ameritrade October 2013 - December 2014
PNC August 2012 - October 2013
New York Life Insurance Company August 2011 - July 2013
Reckitt Benckiser September 2010 - December 2010
Merrill Lynch October 2009 - September 2010
Bankers Life and Casualty June 2009 - August 2009
Contemporary Business Practice January 2008 - May 2008
ING (formerly Citistreet) June 2003 - August 2007
Skills
OMNI, AS400, Microsoft Office, Salesforce.com, Power Image, Maximo, Customer Service, Microsoft Word, Lotus Notes, Banking, Cash Management, PowerPoint, Loans, Securities
Education
Pace University - Lubin School of Business 2007 — 2011
Management, Business Management
Rutgers Preparatory School 2003 — 2007
Merrill Lynch March 2015 - Present
TD Ameritrade October 2013 - December 2014
PNC August 2012 - October 2013
New York Life Insurance Company August 2011 - July 2013
Reckitt Benckiser September 2010 - December 2010
Merrill Lynch October 2009 - September 2010
Bankers Life and Casualty June 2009 - August 2009
Contemporary Business Practice January 2008 - May 2008
ING (formerly Citistreet) June 2003 - August 2007
Skills
OMNI, AS400, Microsoft Office, Salesforce.com, Power Image, Maximo, Customer Service, Microsoft Word, Lotus Notes, Banking, Cash Management, PowerPoint, Loans, Securities
Education
Pace University - Lubin School of Business 2007 — 2011
Management, Business Management
Rutgers Preparatory School 2003 — 2007
Chirag Piparia's Merrill Lynch Experience January 2010 - May 2010
Job Marketing Analytics Management Consultant
Industry Investment Management
Experience
Publicis March 2015 - Present
DigitasLBi_US June 2014 - January 2015
GroupM May 2012 - June 2014
Moore Capital Management May 2011 - May 2012
Moore Capital Management November 2010 - May 2012
Merrill Lynch January 2010 - May 2010
UBS October 2009 - December 2009
Skills
Analytics, Microsoft SQL Server, SQL, Bloomberg, SAS, Analysis, Equities, Financial Modeling, Photoshop, Windows 7, VBA, Microsoft Office, Bloomberg Terminal, Statistics, Sales, XP, Windows Vista, Predictive Analytics, Predictive Modeling, Econometrics, Time Series Analysis, Statistical Modeling, Data Mining, Databases, Microsoft Works, Bayesian, Business Analytics, Market Research, Econometric Modeling, SAS programming, Competitive Analysis, Tableau, Portfolio Management, Windows XP, SPSS, Strategy, Management, Microsoft Excel, Social Media
Education
Pace University - Lubin School of Business
BBA, Double Major:Finance & Marketing Minor:Economics
Publicis March 2015 - Present
DigitasLBi_US June 2014 - January 2015
GroupM May 2012 - June 2014
Moore Capital Management May 2011 - May 2012
Moore Capital Management November 2010 - May 2012
Merrill Lynch January 2010 - May 2010
UBS October 2009 - December 2009
Skills
Analytics, Microsoft SQL Server, SQL, Bloomberg, SAS, Analysis, Equities, Financial Modeling, Photoshop, Windows 7, VBA, Microsoft Office, Bloomberg Terminal, Statistics, Sales, XP, Windows Vista, Predictive Analytics, Predictive Modeling, Econometrics, Time Series Analysis, Statistical Modeling, Data Mining, Databases, Microsoft Works, Bayesian, Business Analytics, Market Research, Econometric Modeling, SAS programming, Competitive Analysis, Tableau, Portfolio Management, Windows XP, SPSS, Strategy, Management, Microsoft Excel, Social Media
Education
Pace University - Lubin School of Business
BBA, Double Major:Finance & Marketing Minor:Economics
Bill Castellano Ph.D. Bill Castellano Ph.D.'s Merrill Lynch Experience April 1999 - March 2002
Job Associate Dean at Rutgers University
Industry Management Consulting
Experience
Rutgers School of Management and Labor Relations July 2014 - Present
Practices for Engaging the 21st Century Workforce September 2013 - Present
Rutgers University September 2012 - June 2014
Rutgers University September 2009 - September 2012
Rutgers University March 2010 - March 2012
Castel Associates Inc. March 2002 - September 2005
Merrill Lynch April 1999 - March 2002
Merrill Lynch March 1993 - April 1999
Merrill Lynch February 1985 - March 1993
Skills
Talent Management, Organizational..., Employee Engagement, Performance Management, Human Resources, Personnel Management, Employee Relations, Onboarding, Recruiting, Leadership, Executive Coaching, Organizational..., Interviews, Strategy, Applicant Tracking..., Deferred Compensation, Management, HR Consulting, Leadership Development, Succession Planning, Employee Benefits, Career Development, Labor Relations, Career Management, Management Development, Career Counseling, Change Management, Workforce Planning, Entrepreneurship, Talent Acquisition, Employee Training, Employment Law, HRIS, Training, Strategic HR, HR Policies, Organizational Design, Consulting, Conflict Resolution, Staff Development, Resume Writing, Workshop Facilitation, Coaching, Public Speaking, MBTI, Instructional Design, Policy, Strategic Leadership, Training Delivery, Performance Improvement
Education
Rutgers University-New Brunswick 2004 — 2009
Ph.D., Human Resource Management
Pace University - Lubin School of Business 1984 — 1989
BBA, Management
Rutgers School of Management and Labor Relations July 2014 - Present
Practices for Engaging the 21st Century Workforce September 2013 - Present
Rutgers University September 2012 - June 2014
Rutgers University September 2009 - September 2012
Rutgers University March 2010 - March 2012
Castel Associates Inc. March 2002 - September 2005
Merrill Lynch April 1999 - March 2002
Merrill Lynch March 1993 - April 1999
Merrill Lynch February 1985 - March 1993
Skills
Talent Management, Organizational..., Employee Engagement, Performance Management, Human Resources, Personnel Management, Employee Relations, Onboarding, Recruiting, Leadership, Executive Coaching, Organizational..., Interviews, Strategy, Applicant Tracking..., Deferred Compensation, Management, HR Consulting, Leadership Development, Succession Planning, Employee Benefits, Career Development, Labor Relations, Career Management, Management Development, Career Counseling, Change Management, Workforce Planning, Entrepreneurship, Talent Acquisition, Employee Training, Employment Law, HRIS, Training, Strategic HR, HR Policies, Organizational Design, Consulting, Conflict Resolution, Staff Development, Resume Writing, Workshop Facilitation, Coaching, Public Speaking, MBTI, Instructional Design, Policy, Strategic Leadership, Training Delivery, Performance Improvement
Education
Rutgers University-New Brunswick 2004 — 2009
Ph.D., Human Resource Management
Pace University - Lubin School of Business 1984 — 1989
BBA, Management
Dave Bartol Dave Bartol's Merrill Lynch Experience October 1997 - January 2000
Job Account Executive at My Green Condo Inc.
Industry Real Estate
Experience
My Green Condo Inc. - Initiating A New Era in Property Management April 2012 - Present
Prudential Castle Point Realty 2009 - 2014
Tradeweb May 2000 - April 2001
Merrill Lynch October 1997 - January 2000
Skills
Real Estate, Selling, Sales, Marketing, Negotiation, Account Management, New Business Development, Advertising, Contract Negotiation, Marketing Strategy, Investment Properties, Sales Management, Customer Service, Social Media, Social Media Marketing, First Time Home Buyers, Online Advertising, Strategic Planning, Short Sales, Condos, Property Management, Property, Apartments, Rentals, Residential Homes, Leases, Real Estate Transactions, Real Estate Development, Single Family Homes, Lease Administration, Budgets, Investors, Landlords, REO, Yardi, Asset Management, Tenant, Real Estate Economics, Disposition, Sellers, Investments, Landlord, Small Business, Association Management, Corporate Real Estate, Commercial Real Estate, Brokerage, Relocation, Facilities Management, Management
Education
Pace University - Lubin School of Business 1983 — 1987
Master of Business Administration (MBA), Finance, General
Penn State University 1978 — 1982
Bachelor of Science (BS), Accounting
My Green Condo Inc. - Initiating A New Era in Property Management April 2012 - Present
Prudential Castle Point Realty 2009 - 2014
Tradeweb May 2000 - April 2001
Merrill Lynch October 1997 - January 2000
Skills
Real Estate, Selling, Sales, Marketing, Negotiation, Account Management, New Business Development, Advertising, Contract Negotiation, Marketing Strategy, Investment Properties, Sales Management, Customer Service, Social Media, Social Media Marketing, First Time Home Buyers, Online Advertising, Strategic Planning, Short Sales, Condos, Property Management, Property, Apartments, Rentals, Residential Homes, Leases, Real Estate Transactions, Real Estate Development, Single Family Homes, Lease Administration, Budgets, Investors, Landlords, REO, Yardi, Asset Management, Tenant, Real Estate Economics, Disposition, Sellers, Investments, Landlord, Small Business, Association Management, Corporate Real Estate, Commercial Real Estate, Brokerage, Relocation, Facilities Management, Management
Education
Pace University - Lubin School of Business 1983 — 1987
Master of Business Administration (MBA), Finance, General
Penn State University 1978 — 1982
Bachelor of Science (BS), Accounting
Derrick DeMay Derrick DeMay's Merrill Lynch Experience January 2000 - June 2004
Job President at Kaizen Wealth Management
Industry Financial Services
Experience
Kaizen Wealth Management June 2004 - Present
Merrill Lynch January 2000 - June 2004
Morgan Stanley October 1997 - January 2000
Gruntal & Co January 1995 - October 1997
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, ETFs, Asset Managment, Retirement, Strategic Financial..., Investment Management, Securities, Mutual Funds, Wealth Management, Investments, Insurance, Series 7, Fixed Annuities, Finance, 401k, Investment Strategies, Investment Advisory, Alternative Investments, Equities, Fixed Income, Financial Services, Options, Series 63, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Equity Research, Capital Markets, Equity Trading, Private Equity, Investment Banking, Derivatives, Financial Modeling, Investor Relations, Financial Advisory, Management
Education
University of South Carolina - The Moore School of Business
Bachelor's Degree, Finance
Pace University - Lubin School of Business
The Financial Planning Program, CFP Certificate Program
Kaizen Wealth Management June 2004 - Present
Merrill Lynch January 2000 - June 2004
Morgan Stanley October 1997 - January 2000
Gruntal & Co January 1995 - October 1997
Skills
Financial Planning, Retirement Planning, Asset Management, Asset Allocation, ETFs, Asset Managment, Retirement, Strategic Financial..., Investment Management, Securities, Mutual Funds, Wealth Management, Investments, Insurance, Series 7, Fixed Annuities, Finance, 401k, Investment Strategies, Investment Advisory, Alternative Investments, Equities, Fixed Income, Financial Services, Options, Series 63, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Equity Research, Capital Markets, Equity Trading, Private Equity, Investment Banking, Derivatives, Financial Modeling, Investor Relations, Financial Advisory, Management
Education
University of South Carolina - The Moore School of Business
Bachelor's Degree, Finance
Pace University - Lubin School of Business
The Financial Planning Program, CFP Certificate Program
Cody Pannella Cody Pannella's Merrill Lynch Experience May 2012 - September 2012
Job Financial Services Professional
Industry Financial Services
Experience
CLS Group. May 2014 - Present
Brown Brothers Harriman November 2013 - May 2014
Merrill Lynch May 2012 - September 2012
AXA Equitable September 2011 - June 2012
Cape Securities, Inc May 2011 - July 2011
Skills
Finance, Leadership, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Investments, Public Speaking, Data Analysis, PowerPoint, Financial Analysis, Project Management, Research Reports, Economics, Portfolio Management, Data Analyzation, VBA, Valuation, Research, Mac OSX, Client Reports, SQL
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's Degree, Major: Finance, Minor: Economics
Saint Peter's Preparatory, NJ 2005 — 2009
CLS Group. May 2014 - Present
Brown Brothers Harriman November 2013 - May 2014
Merrill Lynch May 2012 - September 2012
AXA Equitable September 2011 - June 2012
Cape Securities, Inc May 2011 - July 2011
Skills
Finance, Leadership, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Investments, Public Speaking, Data Analysis, PowerPoint, Financial Analysis, Project Management, Research Reports, Economics, Portfolio Management, Data Analyzation, VBA, Valuation, Research, Mac OSX, Client Reports, SQL
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's Degree, Major: Finance, Minor: Economics
Saint Peter's Preparatory, NJ 2005 — 2009
Anna Bourtman Anna Bourtman's Merrill Lynch Experience June 2005 - June 2007
Job Senior Financial Analyst at MetLife
Industry Financial Services
Experience
MetLife April 2013 - Present
Credit Suisse March 2011 - December 2012
The Bank of New York June 2007 - March 2011
Merrill Lynch June 2005 - June 2007
The Bank of New York - Corporate Trust June 2001 - May 2005
Philip Morris Management Corp February 2000 - June 2001
Skills
Banking, Investment Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Investments, Securities, Financial Risk, Bonds, Mortgage Lending, Securitization, Trading, Fixed Income, Cash Management, Analysis, ABS, Capital Markets, Derivatives, Residential Mortgages, Finance, Financial Services, Equities, Bloomberg, Funding, Structured Products, Relationship Management, MBS, Mutual Funds
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
Murrow High School 1993 — 1997
MetLife April 2013 - Present
Credit Suisse March 2011 - December 2012
The Bank of New York June 2007 - March 2011
Merrill Lynch June 2005 - June 2007
The Bank of New York - Corporate Trust June 2001 - May 2005
Philip Morris Management Corp February 2000 - June 2001
Skills
Banking, Investment Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Investments, Securities, Financial Risk, Bonds, Mortgage Lending, Securitization, Trading, Fixed Income, Cash Management, Analysis, ABS, Capital Markets, Derivatives, Residential Mortgages, Finance, Financial Services, Equities, Bloomberg, Funding, Structured Products, Relationship Management, MBS, Mutual Funds
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
Murrow High School 1993 — 1997
Anita Apanosian Atamian Anita Apanosian Atamian's Merrill Lynch Experience November 2007 - January 2011
Job at
Industry Marketing and Advertising
Experience
Express Scripts April 2014 - Present
GIC July 2012 - March 2014
Medix Staffing Solutions January 2012 - June 2012
Merrill Lynch November 2007 - January 2011
Valley National Bank June 2006 - June 2007
Skills
Microsoft Excel, Sales, Strategic Planning, Microsoft Office
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Management
Express Scripts April 2014 - Present
GIC July 2012 - March 2014
Medix Staffing Solutions January 2012 - June 2012
Merrill Lynch November 2007 - January 2011
Valley National Bank June 2006 - June 2007
Skills
Microsoft Excel, Sales, Strategic Planning, Microsoft Office
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Management
Angela Mia Colasuonno Angela Mia Colasuonno's Merrill Lynch Experience April 1992 - May 1996
Job OTC Derivatives Professional | Operations | Client Onboarding | Project Management
Industry Capital Markets
Experience
Center for Urban Community Services March 2007 - Present
Sapient Global Markets August 2010 - November 2014
Debevoise & Plimpton (Update Legal) September 2008 - July 2009
Morgan Stanley April 2006 - December 2007
Deutsche Bank March 2002 - December 2005
Scrittura (Intuitive Products International) April 1998 - April 2000
Deutsche Bank May 1996 - April 1998
Merrill Lynch April 1992 - May 1996
Skills
Derivatives, Capital Markets, Fixed Income, Project Management, Emerging Markets, Equities, Dodd-Frank, Commodity, Trading, ISDA, Equity Derivatives, Outsourcing, Back Office, Structured Finance, Prime Brokerage, Relationship Management, Credit Derivatives, Private Equity, Process Engineering, Leadership, Business Strategy, Documentation, Collaborative Problem..., Financial Risk
Education
Pace University - Lubin School of Business
BBA
Taylor Business Institute
Paralegal Certification
Center for Urban Community Services March 2007 - Present
Sapient Global Markets August 2010 - November 2014
Debevoise & Plimpton (Update Legal) September 2008 - July 2009
Morgan Stanley April 2006 - December 2007
Deutsche Bank March 2002 - December 2005
Scrittura (Intuitive Products International) April 1998 - April 2000
Deutsche Bank May 1996 - April 1998
Merrill Lynch April 1992 - May 1996
Skills
Derivatives, Capital Markets, Fixed Income, Project Management, Emerging Markets, Equities, Dodd-Frank, Commodity, Trading, ISDA, Equity Derivatives, Outsourcing, Back Office, Structured Finance, Prime Brokerage, Relationship Management, Credit Derivatives, Private Equity, Process Engineering, Leadership, Business Strategy, Documentation, Collaborative Problem..., Financial Risk
Education
Pace University - Lubin School of Business
BBA
Taylor Business Institute
Paralegal Certification
George M. Feldman, CFP® George M. Feldman, CFP®'s Merrill Lynch Experience November 1995 - January 2009
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch November 1995 - January 2009
Education
Pace University - Lubin School of Business
BBA, Accounting
UBS January 2009 - Present
Merrill Lynch November 1995 - January 2009
Education
Pace University - Lubin School of Business
BBA, Accounting
Dan Toomey Dan Toomey's Merrill Lynch Experience 1991 - 2001
Job at CSAA Insurance Group, a AAA Insurer
Industry Information Technology and Services
Experience
CSAA Insurance Group, a AAA Insurer July 2015 - Present
DTT Group LLC January 2011 - July 2015
everis November 2013 - September 2014
InfoPrint Solutions April 2009 - January 2011
DSN, Inc. 2003 - 2011
IKON Office Solutions 2004 - 2005
IBM 2001 - 2005
Merrill Lynch 1991 - 2001
IBM October 1990 - October 1991
Chase Manhattan Bank August 1989 - October 1990
Skills
AIX, Solution Selling, Professional Services, Enterprise Software, Enterprise Content..., Document Management, Integration, Business Analysis, Consulting, Requirements Analysis, Leadership, Vendor Management, Pre-sales, Selling, Sales Process, SaaS, Account Management, Solution Architecture, Software Documentation, IT Strategy, Cloud Computing, Business Intelligence, Software Project..., Direct Sales, Business Process..., Outsourcing, CRM, Managed Print Services, Program Management
Education
Pace University - Lubin School of Business 1979 — 1989
B.B.A, Accounting
Chubb Institute of Computer Technology 1984 — 1984
Certificate, Computer Programming
SS Simone & Jude
CSAA Insurance Group, a AAA Insurer July 2015 - Present
DTT Group LLC January 2011 - July 2015
everis November 2013 - September 2014
InfoPrint Solutions April 2009 - January 2011
DSN, Inc. 2003 - 2011
IKON Office Solutions 2004 - 2005
IBM 2001 - 2005
Merrill Lynch 1991 - 2001
IBM October 1990 - October 1991
Chase Manhattan Bank August 1989 - October 1990
Skills
AIX, Solution Selling, Professional Services, Enterprise Software, Enterprise Content..., Document Management, Integration, Business Analysis, Consulting, Requirements Analysis, Leadership, Vendor Management, Pre-sales, Selling, Sales Process, SaaS, Account Management, Solution Architecture, Software Documentation, IT Strategy, Cloud Computing, Business Intelligence, Software Project..., Direct Sales, Business Process..., Outsourcing, CRM, Managed Print Services, Program Management
Education
Pace University - Lubin School of Business 1979 — 1989
B.B.A, Accounting
Chubb Institute of Computer Technology 1984 — 1984
Certificate, Computer Programming
SS Simone & Jude
Anthony J Young, CPA/CGMA Anthony J Young, CPA/CGMA's Merrill Lynch Experience May 2000 - February 2001
Job Staff Accountant, Office of Compliance Inspections and Examinations at US Securities and Exchange Commission
Industry Accounting
Experience
US Securities and Exchange Commission February 2013 - Present
Credit Suisse April 2012 - February 2013
BNP Paribas January 2012 - April 2012
MF Global February 2009 - November 2011
MF Global Inc. March 2006 - February 2009
Deloitte & Touche, LLP September 2003 - February 2006
MF Global February 2001 - August 2002
Merrill Lynch May 2000 - February 2001
Skills
Commodities, Accounting, Energy, Derivatives, Financial Reporting, Options, Financial Analysis, Trading, Capital Markets, SOX, Internal Controls, Financial Markets, Corporate Finance, Audit, Financial Accounting, Auditing, Commodity, SEC filings, Valuation, Equities, Budgets, Financial Risk, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Private Equity, Risk Management, Finance, Due Diligence, Hedge Funds, Bloomberg, Financial Services, Futures, Hedging, Strategy, Fixed Income, Cash Flow, Asset Management, Alternative Investments, FX Options, Investment Banking, Securities, Cash Management, Bonds, Middle Office, Portfolio Management, Investments, SEC Filings
Education
Pace University - Lubin School of Business 1999 — 2003
BBA
US Securities and Exchange Commission February 2013 - Present
Credit Suisse April 2012 - February 2013
BNP Paribas January 2012 - April 2012
MF Global February 2009 - November 2011
MF Global Inc. March 2006 - February 2009
Deloitte & Touche, LLP September 2003 - February 2006
MF Global February 2001 - August 2002
Merrill Lynch May 2000 - February 2001
Skills
Commodities, Accounting, Energy, Derivatives, Financial Reporting, Options, Financial Analysis, Trading, Capital Markets, SOX, Internal Controls, Financial Markets, Corporate Finance, Audit, Financial Accounting, Auditing, Commodity, SEC filings, Valuation, Equities, Budgets, Financial Risk, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Private Equity, Risk Management, Finance, Due Diligence, Hedge Funds, Bloomberg, Financial Services, Futures, Hedging, Strategy, Fixed Income, Cash Flow, Asset Management, Alternative Investments, FX Options, Investment Banking, Securities, Cash Management, Bonds, Middle Office, Portfolio Management, Investments, SEC Filings
Education
Pace University - Lubin School of Business 1999 — 2003
BBA
Paul R. Martins, CFA Paul R. Martins, CFA's Merrill Lynch Experience 1993 - 1996
Job Portfolio Manager at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank 2009 - Present
Lazard Asset Management 2002 - 2009
Wachovia Bank 2001 - 2002
Offitbank (Wealth Management Division of Wachovia Bank) 1998 - 2002
Offitbank 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Dean Witter 1986 - 1987
Skills
Credit Analysis, Accounting, Analysis, Asset Management, Auditing, Banking, Bloomberg, Bonds, Capital Markets, Consumer Products, Credit, Credit Risk, Finance, Financial Analysis, Financial Modeling, Fixed Income, High Yield
Education
Pace University - Lubin School of Business 1990 — 1994
MBA
Rutgers, The State University of New Jersey-Newark 1980 — 1985
Fort Lee High School
Emigrant Bank 2009 - Present
Lazard Asset Management 2002 - 2009
Wachovia Bank 2001 - 2002
Offitbank (Wealth Management Division of Wachovia Bank) 1998 - 2002
Offitbank 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Dean Witter 1986 - 1987
Skills
Credit Analysis, Accounting, Analysis, Asset Management, Auditing, Banking, Bloomberg, Bonds, Capital Markets, Consumer Products, Credit, Credit Risk, Finance, Financial Analysis, Financial Modeling, Fixed Income, High Yield
Education
Pace University - Lubin School of Business 1990 — 1994
MBA
Rutgers, The State University of New Jersey-Newark 1980 — 1985
Fort Lee High School
Francine Perrone Francine Perrone's Merrill Lynch Experience October 1987 - February 1999
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock February 1999 - Present
BlackRock February 1999 - Present
Merrill Lynch October 1987 - February 1999
Skills
Securities Lending, Derivative Operations, Business Process..., Business Relationship..., Cash Management, Regulatory Requirements
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
BlackRock February 1999 - Present
BlackRock February 1999 - Present
Merrill Lynch October 1987 - February 1999
Skills
Securities Lending, Derivative Operations, Business Process..., Business Relationship..., Cash Management, Regulatory Requirements
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
David Berger's Merrill Lynch Experience March 2010 - October 2014
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Merrill Lynch March 2010 - October 2014
Columbia Management, Bank of America March 2009 - March 2010
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2000 - January 2008
Merrill Lynch February 1998 - September 2000
Merrill Lynch February 1997 - February 1998
Deutsche Bank October 1991 - March 1997
Deutsche Bank AG January 1994 - February 1997
Deutsche Bank AG October 1991 - January 1994
Skills
Banking, Business Strategy, Change Management, Corporate Finance, Credit, Credit Cards, Equities, Executive Management, Finance, Financial Advisory, Financial Services, High Net Worth..., Investment Advisory, Investment Banking, Investments, Leadership, Loan Origination, Management, Marketing, Marketing Strategy, Mergers, Mergers, Mortgage Lending, Portfolio Management, Private Banking, Program Management, Relationship Management, Retirement, Sales, Securities, Selling, Series 7, Strategy, Team Building, Team Leadership, Wealth Management, Wealth Management...
Education
Pace University - Lubin School of Business
MBA, Finance
The George Washington University
BBA, Finance/Investment Management
Bank of America April 2014 - Present
Merrill Lynch March 2010 - October 2014
Columbia Management, Bank of America March 2009 - March 2010
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2000 - January 2008
Merrill Lynch February 1998 - September 2000
Merrill Lynch February 1997 - February 1998
Deutsche Bank October 1991 - March 1997
Deutsche Bank AG January 1994 - February 1997
Deutsche Bank AG October 1991 - January 1994
Skills
Banking, Business Strategy, Change Management, Corporate Finance, Credit, Credit Cards, Equities, Executive Management, Finance, Financial Advisory, Financial Services, High Net Worth..., Investment Advisory, Investment Banking, Investments, Leadership, Loan Origination, Management, Marketing, Marketing Strategy, Mergers, Mergers, Mortgage Lending, Portfolio Management, Private Banking, Program Management, Relationship Management, Retirement, Sales, Securities, Selling, Series 7, Strategy, Team Building, Team Leadership, Wealth Management, Wealth Management...
Education
Pace University - Lubin School of Business
MBA, Finance
The George Washington University
BBA, Finance/Investment Management
Qasim Choudry's Merrill Lynch Experience June 2004 - May 2009
Job
Industry Investment Banking
Experience
Morgan Stanley August 2010 - Present
JPMorgan Chase May 2009 - August 2010
Merrill Lynch June 2004 - May 2009
Skills
Investment Banking, Equities, Internal Audit, IT Risk Management, Fixed Income, Credit, Securitized Products, Strategic Initiatives, CISA, Market Risk, Credit Derivatives, Project Management, Electronic Funds..., Operational Risk..., Derivatives, Enterprise Risk..., Financial Risk, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance andManagement Information Systems (MIS)
Fort Hamilton High School 1997 — 2001
Morgan Stanley August 2010 - Present
JPMorgan Chase May 2009 - August 2010
Merrill Lynch June 2004 - May 2009
Skills
Investment Banking, Equities, Internal Audit, IT Risk Management, Fixed Income, Credit, Securitized Products, Strategic Initiatives, CISA, Market Risk, Credit Derivatives, Project Management, Electronic Funds..., Operational Risk..., Derivatives, Enterprise Risk..., Financial Risk, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance andManagement Information Systems (MIS)
Fort Hamilton High School 1997 — 2001
Damon Gallo's Merrill Lynch Experience April 2014 - Present
Job VP, Senior Trading Platform Manager
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
GAIN Capital December 2011 - November 2013
GAIN Capital March 2007 - December 2011
Gain Capital January 2005 - March 2007
Hold Brothers LLC 2003 - 2004
Merrill Lynch & Co 2002 - 2003
Skills
FX trading, Financial Risk, Electronic Trading, FX Options, Equities, Commodity Markets, Risk Systems, Relationship Management, International Capital..., Market Analysis, Product Development, Project Management, Business Analysis, Business Strategy, Business Development, Trading Systems, Trading System..., FX Trading
Education
Pace University - Lubin School of Business
Finance
Merrill Lynch April 2014 - Present
GAIN Capital December 2011 - November 2013
GAIN Capital March 2007 - December 2011
Gain Capital January 2005 - March 2007
Hold Brothers LLC 2003 - 2004
Merrill Lynch & Co 2002 - 2003
Skills
FX trading, Financial Risk, Electronic Trading, FX Options, Equities, Commodity Markets, Risk Systems, Relationship Management, International Capital..., Market Analysis, Product Development, Project Management, Business Analysis, Business Strategy, Business Development, Trading Systems, Trading System..., FX Trading
Education
Pace University - Lubin School of Business
Finance
David Cutler's Merrill Lynch Experience December 2014 - Present
Job Wealth Management
Industry Investment Management
Experience
Merrill Lynch December 2014 - Present
Root Capital Management September 2012 - December 2014
KCM, LP June 2012 - August 2012
Alternative Research Services, Inc November 2011 - May 2012
Alternative Access Capital, LLC January 2010 - August 2010
Citigroup April 2008 - January 2010
Oppenheimer & Co. January 2001 - January 2008
Prudential Securities January 2000 - January 2001
CIBC Oppenheimer March 1997 - January 2000
Barclays Bank April 1995 - March 1997
Skills
Hedge Funds, Capital Markets, Mutual Funds, Alternative Investments, Equities, Equity Research, Trading, Portfolio Management, Investments, Fixed Income, Fund Of Funds, Options, Investment Management
Education
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Admiral Farragut Academy
Merrill Lynch December 2014 - Present
Root Capital Management September 2012 - December 2014
KCM, LP June 2012 - August 2012
Alternative Research Services, Inc November 2011 - May 2012
Alternative Access Capital, LLC January 2010 - August 2010
Citigroup April 2008 - January 2010
Oppenheimer & Co. January 2001 - January 2008
Prudential Securities January 2000 - January 2001
CIBC Oppenheimer March 1997 - January 2000
Barclays Bank April 1995 - March 1997
Skills
Hedge Funds, Capital Markets, Mutual Funds, Alternative Investments, Equities, Equity Research, Trading, Portfolio Management, Investments, Fixed Income, Fund Of Funds, Options, Investment Management
Education
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Admiral Farragut Academy
Gary Paulan's Merrill Lynch Experience June 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Citigroup February 1989 - June 2007
Education
Pace University - Lubin School of Business 1978 — 1983
Merrill Lynch June 2007 - Present
Citigroup February 1989 - June 2007
Education
Pace University - Lubin School of Business 1978 — 1983
Pierre St. Hilaire's Merrill Lynch Experience November 2007 - September 2008
Job Manager, Business Consulting at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets August 2012 - Present
JP Morgan March 2010 - August 2012
DCG / Sapient Corp. 2007 - March 2010
BlueMountain Capital Management October 2008 - December 2008
Merrill Lynch November 2007 - September 2008
UBS Investment Bank 2005 - 2007
Genworth Financial September 2004 - February 2005
GE July 2003 - September 2004
Merrill Lynch 2002 - 2003
Prudential Securities 1996 - 2001
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Risk Management, Options, Business Process, CDS, Capital Markets, Finance, Investment Banking, Management Consulting, Structured Products, Trading Systems, FX Options, Financial Risk
Education
The University of Connecticut School of Business 2006 — 2007
MBA, Finance & Business Law
Pace University - Lubin School of Business 1996 — 2000
BS, MIS
Sapient Global Markets August 2012 - Present
JP Morgan March 2010 - August 2012
DCG / Sapient Corp. 2007 - March 2010
BlueMountain Capital Management October 2008 - December 2008
Merrill Lynch November 2007 - September 2008
UBS Investment Bank 2005 - 2007
Genworth Financial September 2004 - February 2005
GE July 2003 - September 2004
Merrill Lynch 2002 - 2003
Prudential Securities 1996 - 2001
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Risk Management, Options, Business Process, CDS, Capital Markets, Finance, Investment Banking, Management Consulting, Structured Products, Trading Systems, FX Options, Financial Risk
Education
The University of Connecticut School of Business 2006 — 2007
MBA, Finance & Business Law
Pace University - Lubin School of Business 1996 — 2000
BS, MIS
Christopher Shakal's Merrill Lynch Experience July 1999 - March 2001
Job Chief Financial Officer/Chief Compliance Officer at Chimney Rock Investments
Industry Financial Services
Experience
Chimney Rock Investments September 2013 - Present
Allen & Company June 2011 - September 2013
O-Cap Management, L.P. August 2009 - June 2011
Serengeti Asset Management September 2007 - August 2009
Dillon Read Capital Management March 2007 - August 2007
Deutsche Bank 2001 - 2007
Merrill Lynch July 1999 - March 2001
KPMG May 1996 - July 1999
Education
Pace University - Lubin School of Business 1991 — 1994
Bachelor of Business Administration (BBA), Public Accounting
Xaverian High School 1986 — 1990
Chimney Rock Investments September 2013 - Present
Allen & Company June 2011 - September 2013
O-Cap Management, L.P. August 2009 - June 2011
Serengeti Asset Management September 2007 - August 2009
Dillon Read Capital Management March 2007 - August 2007
Deutsche Bank 2001 - 2007
Merrill Lynch July 1999 - March 2001
KPMG May 1996 - July 1999
Education
Pace University - Lubin School of Business 1991 — 1994
Bachelor of Business Administration (BBA), Public Accounting
Xaverian High School 1986 — 1990
Liz Dunn CPA's Merrill Lynch Experience 1981 - 1986
Job Principal, Elizabeth A. Dunn CPA, PA
Industry Accounting
Experience
Dunn CPA, PA - Tax Solutions Group June 2003 - Present
Daszkal Bolton LLP 1999 - 2002
CBIZ LLC 1989 - 1999
EY 1986 - 1988
Merrill Lynch 1981 - 1986
Skills
Tax Strategies for HNW..., Financial Reporting, Financial Analysis, Tax, Accounting, Consulting for major..., Multi-state income tax..., Trust, Gift & Estate..., Internal Controls, QuickBooks, Real Estate &..., Corporate & LLC Tax..., Leadership, Corporate Finance, Mergers & Acquisitions, Finance, Estate Planning, Financial Services, Real Estate, Wealth Management, Corporate Tax
Education
Pace University - Lubin School of Business 1977 — 1980
Bachelor of Business Administration (B.B.A.)
Pace University-New York
Attended MBA Program
Dunn CPA, PA - Tax Solutions Group June 2003 - Present
Daszkal Bolton LLP 1999 - 2002
CBIZ LLC 1989 - 1999
EY 1986 - 1988
Merrill Lynch 1981 - 1986
Skills
Tax Strategies for HNW..., Financial Reporting, Financial Analysis, Tax, Accounting, Consulting for major..., Multi-state income tax..., Trust, Gift & Estate..., Internal Controls, QuickBooks, Real Estate &..., Corporate & LLC Tax..., Leadership, Corporate Finance, Mergers & Acquisitions, Finance, Estate Planning, Financial Services, Real Estate, Wealth Management, Corporate Tax
Education
Pace University - Lubin School of Business 1977 — 1980
Bachelor of Business Administration (B.B.A.)
Pace University-New York
Attended MBA Program
Cheryl Dennerlein-Nave's Merrill Lynch Experience 1987 - 2003
Job Managing Director, Operations, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2007 - December 2013
Merrill Lynch 1987 - 2003
Skills
Equity Derivatives, Equities, Derivatives, Prime Brokerage, Equity Swaps, Collateral Management, Credit Derivatives, Interest Rate..., Middle Office, Fixed Income, Swaps, Securities Lending, Hedge Funds, Investment Banking
Education
Pace University - Lubin School of Business 1990 — 1995
Master of Business Administration (MBA), Accounting
Seton Hall University 1983 — 1987
Morgan Stanley January 2014 - Present
Morgan Stanley June 2007 - December 2013
Merrill Lynch 1987 - 2003
Skills
Equity Derivatives, Equities, Derivatives, Prime Brokerage, Equity Swaps, Collateral Management, Credit Derivatives, Interest Rate..., Middle Office, Fixed Income, Swaps, Securities Lending, Hedge Funds, Investment Banking
Education
Pace University - Lubin School of Business 1990 — 1995
Master of Business Administration (MBA), Accounting
Seton Hall University 1983 — 1987
Andrew Gregorio's Merrill Lynch Experience August 2010 - July 2011
Job Experienced Relationship Management/Client Services Professional
Industry Financial Services
Experience
TetherView November 2014 - August 2015
Fidelity Investments July 2011 - September 2014
Merrill Lynch August 2010 - July 2011
UBP Asset Management December 2004 - April 2009
Skills
Relationship Management, Alternative Investments, Financial Services, Fund Of Funds, Fixed Income, Capital Markets, Hedge Funds, Investor Relations, Client Services, Customer Relations, Securities, Equities, Asset Management, Investments, Business Development, Management, Account Management, Private Cloud, Sales Operations, Trade Operations, Bonds, Settlement, Trading, Financial Markets, Fund Administration, Private Equity, Sales Process, IT as a Service, Technology Solutions, New Business Development, Relationship Building
Education
Pace University - Lubin School of Business 1999 — 2002
Bachelor's degree, Business Management
TetherView November 2014 - August 2015
Fidelity Investments July 2011 - September 2014
Merrill Lynch August 2010 - July 2011
UBP Asset Management December 2004 - April 2009
Skills
Relationship Management, Alternative Investments, Financial Services, Fund Of Funds, Fixed Income, Capital Markets, Hedge Funds, Investor Relations, Client Services, Customer Relations, Securities, Equities, Asset Management, Investments, Business Development, Management, Account Management, Private Cloud, Sales Operations, Trade Operations, Bonds, Settlement, Trading, Financial Markets, Fund Administration, Private Equity, Sales Process, IT as a Service, Technology Solutions, New Business Development, Relationship Building
Education
Pace University - Lubin School of Business 1999 — 2002
Bachelor's degree, Business Management
Kevin Dolan's Merrill Lynch Experience June 2008 - December 2008
Job Senior Business Analyst/Project Manager at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2010 - Present
Barclays Capital April 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Interwoven May 2007 - June 2008
Credit Suisse June 2001 - March 2007
Skills
Fixed Income, Prime Brokerage, Equities, Wealth Management, Derivatives, Trading Systems, Back Office
Education
Pace University - Lubin School of Business
MS, Business & Information Systems
Nomura Securities April 2010 - Present
Barclays Capital April 2009 - April 2010
Merrill Lynch June 2008 - December 2008
Interwoven May 2007 - June 2008
Credit Suisse June 2001 - March 2007
Skills
Fixed Income, Prime Brokerage, Equities, Wealth Management, Derivatives, Trading Systems, Back Office
Education
Pace University - Lubin School of Business
MS, Business & Information Systems
David Marcus, CFA's Merrill Lynch Experience 1990 - 1997
Job Vice President at Merrill Lynch Global Wealth Management
Industry Internet
Experience
Merrill Lynch Global Wealth Management September 2009 - Present
UBS February 2009 - October 2009
Cyber Financial Network, Inc. April 1999 - December 2007
MONY Group August 1997 - April 1999
Merrill Lynch 1990 - 1997
Education
Pace University - Lubin School of Business
BA, Accounting
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
Merrill Lynch Global Wealth Management September 2009 - Present
UBS February 2009 - October 2009
Cyber Financial Network, Inc. April 1999 - December 2007
MONY Group August 1997 - April 1999
Merrill Lynch 1990 - 1997
Education
Pace University - Lubin School of Business
BA, Accounting
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
Greg Phillips, CPA, CGMA's Merrill Lynch Experience 1996 - 1998
Job Executive Finance Consultant
Industry Pharmaceuticals
Experience
APG Consulting January 2013 - Present
Novartis Vaccines and Diagnostics January 2007 - January 2013
Novartis April 2004 - December 2006
St. Dominic's Home March 2003 - March 2004
Sentinel Real Estate 2001 - 2002
Chase Home Finance 1999 - 2001
Merrill Lynch 1996 - 1998
Korn Rosenbaum LLP 1990 - 1996
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Internal Audit, Auditing, Finance, Forecasting, US GAAP, Accounting, Financial Audits, IFRS, Financial Analysis, Financial Modeling, Risk Management, Analysis, Process Improvement, Sarbanes-Oxley, Acquisition Integration, Financial Forecasting, Enterprise Risk..., Business Process, Cash Flow, Budgets, Corporate Finance, Business Planning, Managerial Finance, Strategic Financial..., Cost Accounting, Treasury, Financial Accounting, Variance Analysis, Cash Management, Shared Services, External Audit, SAP, Business Process..., Business Analysis, Revenue Recognition, Consolidation, Due Diligence, Financial Risk, Working Capital..., Restructuring, General Ledger, Start-ups, Team Leadership, FAR, Federal Grants..., SEC Financial Reporting
Education
Pace University - Lubin School of Business
BBA
Bergen Catholic
APG Consulting January 2013 - Present
Novartis Vaccines and Diagnostics January 2007 - January 2013
Novartis April 2004 - December 2006
St. Dominic's Home March 2003 - March 2004
Sentinel Real Estate 2001 - 2002
Chase Home Finance 1999 - 2001
Merrill Lynch 1996 - 1998
Korn Rosenbaum LLP 1990 - 1996
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Internal Audit, Auditing, Finance, Forecasting, US GAAP, Accounting, Financial Audits, IFRS, Financial Analysis, Financial Modeling, Risk Management, Analysis, Process Improvement, Sarbanes-Oxley, Acquisition Integration, Financial Forecasting, Enterprise Risk..., Business Process, Cash Flow, Budgets, Corporate Finance, Business Planning, Managerial Finance, Strategic Financial..., Cost Accounting, Treasury, Financial Accounting, Variance Analysis, Cash Management, Shared Services, External Audit, SAP, Business Process..., Business Analysis, Revenue Recognition, Consolidation, Due Diligence, Financial Risk, Working Capital..., Restructuring, General Ledger, Start-ups, Team Leadership, FAR, Federal Grants..., SEC Financial Reporting
Education
Pace University - Lubin School of Business
BBA
Bergen Catholic
Cheuk Chiu's Merrill Lynch Experience July 1999 - June 2002
Job Director, COO of Global Issuer Services
Industry Financial Services
Experience
Citi October 2013 - Present
Citi June 2004 - September 2013
Deutsche Bank June 2002 - July 2004
Merrill Lynch July 1999 - June 2002
JPMorgan 1997 - 1999
Lehman Brothers 1994 - 1995
Skills
Financial Markets, Fixed Income, Commercial Banking, Financial Services, Strategic Planning, Banking, Capital Markets, Structured Finance, Derivatives, Financial Analysis, Financial Risk, Mutual Funds, Financial Modeling, Business Analysis
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Citi October 2013 - Present
Citi June 2004 - September 2013
Deutsche Bank June 2002 - July 2004
Merrill Lynch July 1999 - June 2002
JPMorgan 1997 - 1999
Lehman Brothers 1994 - 1995
Skills
Financial Markets, Fixed Income, Commercial Banking, Financial Services, Strategic Planning, Banking, Capital Markets, Structured Finance, Derivatives, Financial Analysis, Financial Risk, Mutual Funds, Financial Modeling, Business Analysis
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Anthony Renzo's Merrill Lynch Experience 1993 - 2000
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch 2001 - Present
Deutsche Bank 2000 - 2001
Merrill Lynch 1993 - 2000
KPMG Audit 1991 - 1993
Education
Pace University - Lubin School of Business 1987 — 1991
BA, Accounting
Bank of America - Merrill Lynch 2001 - Present
Deutsche Bank 2000 - 2001
Merrill Lynch 1993 - 2000
KPMG Audit 1991 - 1993
Education
Pace University - Lubin School of Business 1987 — 1991
BA, Accounting
Derrick Bradley's Merrill Lynch Experience April 2002 - August 2009
Job
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2010 - Present
Merrill Lynch April 2002 - August 2009
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
Morgan Stanley 1989 - 1996
Morgan Stanley 1989 - 1996
Skills
Financial Analysis, Financial Services, Finance, Risk Management, Corporate Finance, Analysis, Accounting, Portfolio Management
Education
Pace University - Lubin School of Business 1984 — 1988
Federal Reserve Bank of New York April 2010 - Present
Merrill Lynch April 2002 - August 2009
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
Morgan Stanley 1989 - 1996
Morgan Stanley 1989 - 1996
Skills
Financial Analysis, Financial Services, Finance, Risk Management, Corporate Finance, Analysis, Accounting, Portfolio Management
Education
Pace University - Lubin School of Business 1984 — 1988
Herman Derks's Merrill Lynch Experience 2003 - 2006
Job Finance / Provisioning Manager
Industry Financial Services
Experience
Merrill Lynch 2003 - 2006
Merrill Lynch 1994 - 2003
Merrill Lynch 1988 - 1994
Merrill Lynch 1985 - 1988
RCA Global Communications 1981 - 1985
Education
Pace University - Lubin School of Business 1984 — 1987
MBA, Finance Management
Seton Hall University 1976 — 1980
BS, Finance
Merrill Lynch 2003 - 2006
Merrill Lynch 1994 - 2003
Merrill Lynch 1988 - 1994
Merrill Lynch 1985 - 1988
RCA Global Communications 1981 - 1985
Education
Pace University - Lubin School of Business 1984 — 1987
MBA, Finance Management
Seton Hall University 1976 — 1980
BS, Finance
David Bartol's Merrill Lynch Experience 1997 - 2000
Job Sales Associate at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage July 2014 - Present
Prudential Castle Point Realty March 2008 - July 2014
Merrill Lynch 1997 - 2000
Skills
Short Sales, Listings, Townhomes, Negotiation, Sellers, Investment Properties, Condos, Real Estate Development, Residential Homes, First Time Home Buyers, Commercial Real Estate, Real Estate Transactions, Real Estate, Investments, Buyer Representation, Referrals, Rentals, Foreclosures, Investors, Property Management, Relocation, REO, Single Family Homes, Customer Service, Selling, Asset Managment, New Home Sales, Vacation Homes, Loans, Home Staging, Contract Negotiation, 1031 Exchanges, Refinance, Property, Seller Representation, Mortgage Lending, Lease Administration, Asset Management, Buyers, Resellers, Waterfront, Leases, Listing Homes, HUD, Council of Residential..., FHA, Real Property, New Homes, Real Estate Economics, Apartments
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, Finance
Penn State University 1978 — 1982
BS Accounting, Accounting and Finance
Coldwell Banker Residential Brokerage July 2014 - Present
Prudential Castle Point Realty March 2008 - July 2014
Merrill Lynch 1997 - 2000
Skills
Short Sales, Listings, Townhomes, Negotiation, Sellers, Investment Properties, Condos, Real Estate Development, Residential Homes, First Time Home Buyers, Commercial Real Estate, Real Estate Transactions, Real Estate, Investments, Buyer Representation, Referrals, Rentals, Foreclosures, Investors, Property Management, Relocation, REO, Single Family Homes, Customer Service, Selling, Asset Managment, New Home Sales, Vacation Homes, Loans, Home Staging, Contract Negotiation, 1031 Exchanges, Refinance, Property, Seller Representation, Mortgage Lending, Lease Administration, Asset Management, Buyers, Resellers, Waterfront, Leases, Listing Homes, HUD, Council of Residential..., FHA, Real Property, New Homes, Real Estate Economics, Apartments
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, Finance
Penn State University 1978 — 1982
BS Accounting, Accounting and Finance
Camille Manfredonia's Merrill Lynch Experience 1985 - 2001
Job Owner, The Dog House
Industry Financial Services
Experience
Merrill Lynch 1985 - 2001
Education
Pace University - Lubin School of Business 1981 — 1985
Merrill Lynch 1985 - 2001
Education
Pace University - Lubin School of Business 1981 — 1985
Kevin Heckert's Merrill Lynch Experience 1988 - 1989
Job Director of Index Services at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management 2013 - Present
Indxis, Ltd. 2006 - 2013
Mergent, Inc. 2003 - 2006
Mergent, Inc. 2000 - 2003
Mergent, Inc. 1995 - 2000
Moody's Investors Service 1992 - 1995
Moody's Investors Service 1989 - 1992
Merrill Lynch 1988 - 1989
Skills
Investment Portfolio..., Model Portfolios, Backtesting, Product Development, Portfolio Performance..., Modern Portfolio Theory, Competitive Analysis, Project Management, Team Leadership, Strategic Planning, Increase Productivity, Brand Awareness, Equity Research, ETFs, Equities, Fixed Income, Mutual Funds, Securities, Investments, Portfolio Management, Financial Markets, Capital Markets, Quantitative Analytics, Bonds, Product Design, Data Warehousing, Database Design, Product Launch, Identifying New..., Software Development, Customer Support, Contract Negotiation, Microsoft Excel, Microsoft Word, PowerPoint, Financial Services, Investment Strategies, Commodity
Education
Pace University - Lubin School of Business
BBA, Business Management, Finance
Zacks Investment Management 2013 - Present
Indxis, Ltd. 2006 - 2013
Mergent, Inc. 2003 - 2006
Mergent, Inc. 2000 - 2003
Mergent, Inc. 1995 - 2000
Moody's Investors Service 1992 - 1995
Moody's Investors Service 1989 - 1992
Merrill Lynch 1988 - 1989
Skills
Investment Portfolio..., Model Portfolios, Backtesting, Product Development, Portfolio Performance..., Modern Portfolio Theory, Competitive Analysis, Project Management, Team Leadership, Strategic Planning, Increase Productivity, Brand Awareness, Equity Research, ETFs, Equities, Fixed Income, Mutual Funds, Securities, Investments, Portfolio Management, Financial Markets, Capital Markets, Quantitative Analytics, Bonds, Product Design, Data Warehousing, Database Design, Product Launch, Identifying New..., Software Development, Customer Support, Contract Negotiation, Microsoft Excel, Microsoft Word, PowerPoint, Financial Services, Investment Strategies, Commodity
Education
Pace University - Lubin School of Business
BBA, Business Management, Finance
Anna Renna's Merrill Lynch Experience June 1985 - April 1997
Job Vice President at Pershing, Bank of New York Mellon
Industry Banking
Experience
BNY Mellon May 1997 - Present
Merrill Lynch June 1985 - April 1997
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, MIS
BNY Mellon May 1997 - Present
Merrill Lynch June 1985 - April 1997
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, MIS
Annie Pace's Merrill Lynch Experience July 1990 - April 1993
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Senior Programmer/AnalystPrudential SecuritiesApril 1993 - October 1994
Merrill Lynch July 1990 - April 1993
Education
Pace University - Lubin School of Business 1986 — 1990
St. Joseph Hill Academy 1982 — 1986
Morgan Stanley Senior Programmer/AnalystPrudential SecuritiesApril 1993 - October 1994
Merrill Lynch July 1990 - April 1993
Education
Pace University - Lubin School of Business 1986 — 1990
St. Joseph Hill Academy 1982 — 1986
Christina Llambelis's Merrill Lynch Experience June 1996 - July 2003
Job PeopleSoft Functional Analyst at NYC HHC
Industry Government Administration
Experience
NYC Health and Hospitals Corporation May 2011 - Present
DCAS - NYC June 2010 - May 2011
DoITT - New York City March 2009 - June 2010
FISA City of New York April 2007 - March 2009
Citigroup August 2005 - April 2007
Horizon Blue Cross Blue Shield of NJ August 2003 - August 2005
Merrill Lynch June 1996 - July 2003
Skills
PeopleSoft, Requirements Gathering, Business Analysis, SDLC, Visio, Requirements Analysis, HRIS, SharePoint, Crystal Reports, Systems Analysis, Vendor Management, Software Documentation, Project Management
Education
Pace University - Lubin School of Business 1998 — 2002
Master of Business Administration (M.B.A.), Human Resources Management and Information Systems
Syracuse University 1992 — 1996
BA, Internation Relations/Political Science
NYC Health and Hospitals Corporation May 2011 - Present
DCAS - NYC June 2010 - May 2011
DoITT - New York City March 2009 - June 2010
FISA City of New York April 2007 - March 2009
Citigroup August 2005 - April 2007
Horizon Blue Cross Blue Shield of NJ August 2003 - August 2005
Merrill Lynch June 1996 - July 2003
Skills
PeopleSoft, Requirements Gathering, Business Analysis, SDLC, Visio, Requirements Analysis, HRIS, SharePoint, Crystal Reports, Systems Analysis, Vendor Management, Software Documentation, Project Management
Education
Pace University - Lubin School of Business 1998 — 2002
Master of Business Administration (M.B.A.), Human Resources Management and Information Systems
Syracuse University 1992 — 1996
BA, Internation Relations/Political Science
Don Suhocki's Merrill Lynch Experience 1979 - 1982
Job Director, Corporate Benefits at Covenant Health
Industry Hospital & Health Care
Experience
Covenant Health March 2002 - January 2014
Bombardier Capital April 1998 - May 2001
NATIONSCREDIT October 1996 - April 1998
KeyCorp 1992 - 1996
DJS Associates 1987 - 1992
GE Capital 1982 - 1987
Merrill Lynch 1979 - 1982
Skills
Certified Compensation..., Human Resources, Healthcare, HRIS, FMLA, Benefits Administration, Deferred Compensation, Employee Benefits, Employee Wellness, Onboarding, HR Policies, HIPAA, Hospitals, Healthcare Management, Employee Recognition, Employee Relations, Program Management, Talent Acquisition
Education
Pace University - Lubin School of Business 1976 — 1980
Masters of Business Administration, Professional Management, 3.5 GPA
State University of New York at Albany
Bachelor of Arts (B.A.)
Covenant Health March 2002 - January 2014
Bombardier Capital April 1998 - May 2001
NATIONSCREDIT October 1996 - April 1998
KeyCorp 1992 - 1996
DJS Associates 1987 - 1992
GE Capital 1982 - 1987
Merrill Lynch 1979 - 1982
Skills
Certified Compensation..., Human Resources, Healthcare, HRIS, FMLA, Benefits Administration, Deferred Compensation, Employee Benefits, Employee Wellness, Onboarding, HR Policies, HIPAA, Hospitals, Healthcare Management, Employee Recognition, Employee Relations, Program Management, Talent Acquisition
Education
Pace University - Lubin School of Business 1976 — 1980
Masters of Business Administration, Professional Management, 3.5 GPA
State University of New York at Albany
Bachelor of Arts (B.A.)
Jeannie Wang's Merrill Lynch Experience April 2008 - November 2009
Job
Industry Financial Services
Experience
SS&C GlobeOp April 2015 - Present
Bank of America Merrill Lynch November 2009 - April 2015
Merrill Lynch April 2008 - November 2009
Merrill Lynch April 2007 - April 2008
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
SS&C GlobeOp April 2015 - Present
Bank of America Merrill Lynch November 2009 - April 2015
Merrill Lynch April 2008 - November 2009
Merrill Lynch April 2007 - April 2008
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Anthony Nutile's Merrill Lynch Experience 2004 - 2006
Job Senior Director at AIG
Industry Insurance
Experience
AIG August 2014 - Present
DTCC June 2012 - July 2014
JPMorgan June 2008 - June 2012
Bear Stearns February 2006 - June 2008
Merrill Lynch 2004 - 2006
Barclays Capital 2001 - 2004
Barclays Capital 2001 - 2004
Skills
Investment Banking, Risk Management, IT Strategy, Management, Finance, Fixed Income, Derivatives, Trading Systems, Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Equities, Capital Markets, Mergers, FX Options, Private Equity, Business Analysis, Strategic Financial..., Credit Risk, Vendor Management, Executive Management, Business Strategy, Equity Derivatives, Financial Markets, Swaps, Investment Strategies, Analysis, Governance, VBA, Strategy, Investments, Options
Education
Pace University - Lubin School of Business
BBA, Investment Management, Global Economics
AIG August 2014 - Present
DTCC June 2012 - July 2014
JPMorgan June 2008 - June 2012
Bear Stearns February 2006 - June 2008
Merrill Lynch 2004 - 2006
Barclays Capital 2001 - 2004
Barclays Capital 2001 - 2004
Skills
Investment Banking, Risk Management, IT Strategy, Management, Finance, Fixed Income, Derivatives, Trading Systems, Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Equities, Capital Markets, Mergers, FX Options, Private Equity, Business Analysis, Strategic Financial..., Credit Risk, Vendor Management, Executive Management, Business Strategy, Equity Derivatives, Financial Markets, Swaps, Investment Strategies, Analysis, Governance, VBA, Strategy, Investments, Options
Education
Pace University - Lubin School of Business
BBA, Investment Management, Global Economics
George P. Sargent's Merrill Lynch Experience July 1995 - June 2008
Job Senior Business Manager, JP Morgan Chase & Co.
Industry Financial Services
Experience
JP Morgan Chase & Co. January 2014 - Present
ICAP Services North America LLC November 2008 - August 2013
Merrill Lynch July 1995 - June 2008
Smith New Court Incorporated January 1994 - June 1995
Schroder Wertheim and Co. Incorporated September 1987 - December 1993
UBS - PaineWebber Incorporated March 1982 - August 1987
Skills
Finance, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Accounting, Process Improvement, Budgets, Analysis, Accounts Payable, Equities, Management, Team Leadership, Strategic Financial..., Trading, Corporate Finance, Essbase, Cash Management, Valuation, Team Management, Sarbanes-Oxley Act, Hyperion Enterprise, Risk Management, Treasury, Leadership, Financial Services, Securities, Capital Markets, Financial Statements, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Finance
The College of New Jersey 1977 — 1981
BS, Accounting
JP Morgan Chase & Co. January 2014 - Present
ICAP Services North America LLC November 2008 - August 2013
Merrill Lynch July 1995 - June 2008
Smith New Court Incorporated January 1994 - June 1995
Schroder Wertheim and Co. Incorporated September 1987 - December 1993
UBS - PaineWebber Incorporated March 1982 - August 1987
Skills
Finance, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Accounting, Process Improvement, Budgets, Analysis, Accounts Payable, Equities, Management, Team Leadership, Strategic Financial..., Trading, Corporate Finance, Essbase, Cash Management, Valuation, Team Management, Sarbanes-Oxley Act, Hyperion Enterprise, Risk Management, Treasury, Leadership, Financial Services, Securities, Capital Markets, Financial Statements, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Finance
The College of New Jersey 1977 — 1981
BS, Accounting
Deirdre Cherry's Merrill Lynch Experience September 2012 - Present
Job Division Structured Lending Executive Northeast, Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
U.S. Trust, Bank of America Private Wealth Management September 2009 - September 2012
Deutsche Bank July 2006 - February 2009
JP Morgan Chase 1982 - 2006
LEK Alcar 1998 - 1998
Skills
Hedge Funds, Alternative Investments, Wealth Management, Equities, Capital Markets, Fixed Income, Asset Managment, Investments, Portfolio Management, Investment Banking, Wealth Management..., Asset Allocation, Credit, Banking, Investment Advisory, Bloomberg, Quantitative Analytics, Uniform Combined State...
Education
Pace University - Lubin School of Business
MBA, Finance
Santa Clara University 1979 — 1981
B.S., Economics
Merrill Lynch September 2012 - Present
U.S. Trust, Bank of America Private Wealth Management September 2009 - September 2012
Deutsche Bank July 2006 - February 2009
JP Morgan Chase 1982 - 2006
LEK Alcar 1998 - 1998
Skills
Hedge Funds, Alternative Investments, Wealth Management, Equities, Capital Markets, Fixed Income, Asset Managment, Investments, Portfolio Management, Investment Banking, Wealth Management..., Asset Allocation, Credit, Banking, Investment Advisory, Bloomberg, Quantitative Analytics, Uniform Combined State...
Education
Pace University - Lubin School of Business
MBA, Finance
Santa Clara University 1979 — 1981
B.S., Economics
Wojciech Domagala, CFA's Merrill Lynch Experience April 2015 - Present
Job Financial Advisor @ Merrill Lynch Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Deutsche Bank February 2014 - April 2015
Deutsche Bank November 2010 - February 2014
AIG July 2008 - November 2010
AIG August 2004 - July 2008
Bear Stearns June 2004 - August 2004
AIG March 2004 - June 2004
Bear Stearns July 2003 - August 2003
Skills
Financial Analysis, Investments, Options, Banking, Swaps, Private Equity, Venture Capital, Portfolio Management, Investment Portfolio, Portfolio Performance..., Structured Products, Fixed Income, Forecasting, Bloomberg, Underwriting, Insurance, Securities, Derivatives, Risk Management, Financial Modeling, Hedge Funds, Bonds, Valuation, FX Options, Corporate Finance
Education
Pace University - Lubin School of Business 2004 — 2008
BBA
Fort Hamilton High School 2000 — 2004
Merrill Lynch April 2015 - Present
Deutsche Bank February 2014 - April 2015
Deutsche Bank November 2010 - February 2014
AIG July 2008 - November 2010
AIG August 2004 - July 2008
Bear Stearns June 2004 - August 2004
AIG March 2004 - June 2004
Bear Stearns July 2003 - August 2003
Skills
Financial Analysis, Investments, Options, Banking, Swaps, Private Equity, Venture Capital, Portfolio Management, Investment Portfolio, Portfolio Performance..., Structured Products, Fixed Income, Forecasting, Bloomberg, Underwriting, Insurance, Securities, Derivatives, Risk Management, Financial Modeling, Hedge Funds, Bonds, Valuation, FX Options, Corporate Finance
Education
Pace University - Lubin School of Business 2004 — 2008
BBA
Fort Hamilton High School 2000 — 2004
Heidi Rapach's Merrill Lynch Experience January 2012 - Present
Job Program Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Merrill Lynch April 2010 - June 2011
Julien Farel Group September 2008 - August 2009
Merrill Lynch May 2006 - August 2008
MediaVest May 2005 - April 2006
Sorbent Products Company 2002 - 2004
Skills
Marketing, Marketing Communications, Marketing Strategy, Business Development, Advertising, Strategic Planning, Microsoft Excel, Salesforce.com, Relationship Management, Vendor Management, Integrated Marketing, Customer Service, Team Leadership, Process Improvement, Wealth Management, Public Speaking, Cross-functional Team..., Analytics, Strategy, PowerPoint, Event Planning, Management, Email Marketing, Social Networking, Series 7, Marketing Management, Social Media Marketing, New Business Development, Financial Analysis, Forecasting, Team Building, Business Planning, Budgets, Public Relations, Microsoft Office, Negotiation, Product Development, Digital Marketing, Account Management, Financial Services, Media Planning, Marketing Research, Online Marketing, Project Management, Event Management, Digital Media, Digital Strategy, Business Strategy, Business Analysis, Competitive Analysis
Education
Pace University - Lubin School of Business 2002 — 2005
Bachelor of Business Administration, Marketing
Merrill Lynch January 2012 - Present
Merrill Lynch April 2010 - June 2011
Julien Farel Group September 2008 - August 2009
Merrill Lynch May 2006 - August 2008
MediaVest May 2005 - April 2006
Sorbent Products Company 2002 - 2004
Skills
Marketing, Marketing Communications, Marketing Strategy, Business Development, Advertising, Strategic Planning, Microsoft Excel, Salesforce.com, Relationship Management, Vendor Management, Integrated Marketing, Customer Service, Team Leadership, Process Improvement, Wealth Management, Public Speaking, Cross-functional Team..., Analytics, Strategy, PowerPoint, Event Planning, Management, Email Marketing, Social Networking, Series 7, Marketing Management, Social Media Marketing, New Business Development, Financial Analysis, Forecasting, Team Building, Business Planning, Budgets, Public Relations, Microsoft Office, Negotiation, Product Development, Digital Marketing, Account Management, Financial Services, Media Planning, Marketing Research, Online Marketing, Project Management, Event Management, Digital Media, Digital Strategy, Business Strategy, Business Analysis, Competitive Analysis
Education
Pace University - Lubin School of Business 2002 — 2005
Bachelor of Business Administration, Marketing
Carol LoGrasso's Merrill Lynch Experience June 1990 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1990 - Present
Viacom January 1989 - June 1990
Ciba-Geigy January 1987 - December 1988
Skills
Series 7, Series 63, Series 24, Series 66, Series 65, Performance Measurement, Separately Managed..., Unified Managed Accounts, Product Development, Project Management, Investment Advisory, Financial Services, Mutual Funds, Securities, Investments, Portfolio Management, Wealth Management, Risk Management, Fixed Income, Asset Management, Equities, Asset Allocation, Alternative Investments
Education
St. Johns University 1986 — 1990
Bachelor of Science, Finance
Pace University - Lubin School of Business
Masters In Business Administration, Investment Mgmt & Mgmt Information Systems
Merrill Lynch June 1990 - Present
Viacom January 1989 - June 1990
Ciba-Geigy January 1987 - December 1988
Skills
Series 7, Series 63, Series 24, Series 66, Series 65, Performance Measurement, Separately Managed..., Unified Managed Accounts, Product Development, Project Management, Investment Advisory, Financial Services, Mutual Funds, Securities, Investments, Portfolio Management, Wealth Management, Risk Management, Fixed Income, Asset Management, Equities, Asset Allocation, Alternative Investments
Education
St. Johns University 1986 — 1990
Bachelor of Science, Finance
Pace University - Lubin School of Business
Masters In Business Administration, Investment Mgmt & Mgmt Information Systems
Chander Paramasivam's Merrill Lynch Experience 2006 - 2007
Job Principal Process and Domain at Infosys
Industry Investment Banking
Experience
Infosys January 2011 - October 2012
Standard & Poor's January 2011 - February 2011
Barclays Capital 2010 - 2010
LinkShare Corporation 2010 - 2010
Jeppesen 2008 - 2010
SAIC September 2007 - July 2008
Merrill Lynch 2006 - 2007
AXA Financial January 2005 - March 2006
pennsylvania power and light 1995 - 2000
Megasys 1995 - 1996
Skills
Oracle RAC, Enterprise Architecture, Data Architecture, Oracle SOA Suite, Data Warehousing, Data Modeling, Databases, High Availability, Performance Tuning, Requirements Analysis, Solaris, Oracle
Education
Pace University - Lubin School of Business 2008 — 2014
MBA
Infosys January 2011 - October 2012
Standard & Poor's January 2011 - February 2011
Barclays Capital 2010 - 2010
LinkShare Corporation 2010 - 2010
Jeppesen 2008 - 2010
SAIC September 2007 - July 2008
Merrill Lynch 2006 - 2007
AXA Financial January 2005 - March 2006
pennsylvania power and light 1995 - 2000
Megasys 1995 - 1996
Skills
Oracle RAC, Enterprise Architecture, Data Architecture, Oracle SOA Suite, Data Warehousing, Data Modeling, Databases, High Availability, Performance Tuning, Requirements Analysis, Solaris, Oracle
Education
Pace University - Lubin School of Business 2008 — 2014
MBA
Bridget Pantaleo's Merrill Lynch Experience July 2006 - November 2009
Job Managing Director, Chief Operting Officer for Global Infrastructure Services, Group Technology at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
UBS Financial Services, Inc. May 2011 - Present
TD Ameritrade September 2009 - June 2011
Merrill Lynch July 2006 - November 2009
Pershing July 1997 - February 2006
Skills
Analytics, Portfolio Management, SDLC, Strategy, Wealth Management, Financial Services, Governance, Business Transformation, Securities, IT Strategy, Series 7, Fixed Income, Information Technology, Back Office, Trading Systems, Program Management, Management, Risk Management, Vendor Management, Mutual Funds, Equities, Business Analysis, PMO, Bonds
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance
Villanova University 1981 — 1985
BS Business Administration, Finance
UBS May 2014 - Present
UBS Financial Services, Inc. May 2011 - Present
TD Ameritrade September 2009 - June 2011
Merrill Lynch July 2006 - November 2009
Pershing July 1997 - February 2006
Skills
Analytics, Portfolio Management, SDLC, Strategy, Wealth Management, Financial Services, Governance, Business Transformation, Securities, IT Strategy, Series 7, Fixed Income, Information Technology, Back Office, Trading Systems, Program Management, Management, Risk Management, Vendor Management, Mutual Funds, Equities, Business Analysis, PMO, Bonds
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance
Villanova University 1981 — 1985
BS Business Administration, Finance
Ed Butler's Merrill Lynch Experience May 1999 - March 2006
Job Prime Brokerage Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - July 2014
Morgan Stanley March 2013 - June 2013
Bank of America Merrill Lynch March 2006 - July 2012
Merrill Lynch May 1999 - March 2006
LTCB TRUST COMPANY January 1994 - May 1999
Skills
Corporate Actions, Equities, Bonds, Banking, Fixed Income, Account Reconciliation, DTC, Financial Analysis, Finance, Bloomberg Terminal, CDS, Data Analysis, Asset Management, Prime Brokerage, Client Liaison, Microsoft Word, Microsoft Excel, Risk Management, Corporates, Asset Managment, Account Management, Bookkeeping, Brokerage, Customer Satisfaction, Risk Assessment, Risk Analysis, Key Performance..., Operational Risk, SAS70, SSAE 16, Sarbanes-Oxley, Securities, Financial Risk, Back Office
Education
Pace University - Lubin School of Business 1997 — 2002
MBA, Financial Management
The Catholic University of America 1989 — 1993
Bachelor of Arts, Financial Management
Morgan Stanley July 2014 - Present
Morgan Stanley June 2013 - July 2014
Morgan Stanley March 2013 - June 2013
Bank of America Merrill Lynch March 2006 - July 2012
Merrill Lynch May 1999 - March 2006
LTCB TRUST COMPANY January 1994 - May 1999
Skills
Corporate Actions, Equities, Bonds, Banking, Fixed Income, Account Reconciliation, DTC, Financial Analysis, Finance, Bloomberg Terminal, CDS, Data Analysis, Asset Management, Prime Brokerage, Client Liaison, Microsoft Word, Microsoft Excel, Risk Management, Corporates, Asset Managment, Account Management, Bookkeeping, Brokerage, Customer Satisfaction, Risk Assessment, Risk Analysis, Key Performance..., Operational Risk, SAS70, SSAE 16, Sarbanes-Oxley, Securities, Financial Risk, Back Office
Education
Pace University - Lubin School of Business 1997 — 2002
MBA, Financial Management
The Catholic University of America 1989 — 1993
Bachelor of Arts, Financial Management
James McAna, PMP,ITIL,MBA's Merrill Lynch Experience 1997 - 2000
Job Senior Project Manager at New York City Department of Finance
Industry Financial Services
Experience
New York City - Department of Finance 2013 - Present
Hudson City Savings Bank 2012 - 2013
MetLife Bank 2010 - 2012
MetLife 2007 - 2010
Century 21 2001 - 2007
Merrill Lynch 1997 - 2000
Merrill Lynch 1992 - 1997
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, SQL, Analysis, Application Development, Budgeting, Problem Solving, Excel, Microsoft Office, PMP, Systems Analysis, Data Analysis, Mortgage, Loans, Conflict Management, Effective Meetings, PowerPoint, Visio, ITIL v3 Foundations..., Microsoft Reporting..., MISER, Project Management, Vendor Management, Cross-functional Team..., User Acceptance Testing, Project Planning, Requirements Gathering, Business Intelligence, MS Project, Team Leadership, Banking
Education
Pace University - Lubin School of Business
MBA, Finance
St. Francis College
BS, Chemistry
Regis High School
New York City - Department of Finance 2013 - Present
Hudson City Savings Bank 2012 - 2013
MetLife Bank 2010 - 2012
MetLife 2007 - 2010
Century 21 2001 - 2007
Merrill Lynch 1997 - 2000
Merrill Lynch 1992 - 1997
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, SQL, Analysis, Application Development, Budgeting, Problem Solving, Excel, Microsoft Office, PMP, Systems Analysis, Data Analysis, Mortgage, Loans, Conflict Management, Effective Meetings, PowerPoint, Visio, ITIL v3 Foundations..., Microsoft Reporting..., MISER, Project Management, Vendor Management, Cross-functional Team..., User Acceptance Testing, Project Planning, Requirements Gathering, Business Intelligence, MS Project, Team Leadership, Banking
Education
Pace University - Lubin School of Business
MBA, Finance
St. Francis College
BS, Chemistry
Regis High School
Hank Geier's Merrill Lynch Experience April 1999 - May 2009
Job at
Industry Financial Services
Experience
Royal Bank of Canada May 2009 - Present
Merrill Lynch April 1999 - May 2009
Prudential Securities 1993 - 1999
Ernst and Young 1988 - 1992
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Accounting
University of Scranton 1982 — 1986
MS, Information Systems
Royal Bank of Canada May 2009 - Present
Merrill Lynch April 1999 - May 2009
Prudential Securities 1993 - 1999
Ernst and Young 1988 - 1992
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Accounting
University of Scranton 1982 — 1986
MS, Information Systems
MaryJo Graffeo's Merrill Lynch Experience July 2012 - July 2014
Job Managing Director
Industry Financial Services
Experience
HazelTree September 2014 - Present
Merrill Lynch July 2012 - July 2014
Citibank July 2010 - June 2012
Oakpoint Advisors August 2009 - June 2010
Morgan Stanley September 1990 - April 2009
Skills
Hedge Funds, Management, Securities Lending, Capital Markets, Derivatives, Fixed Income, Finance, Equity Derivatives, Equities, Trading Systems, Electronic Trading, Series 7, Structured Products, Financial Services, Prime Brokerage, Asset Management, Leadership, Trading, Bloomberg, Fund Of Funds, Alternative Investments, Middle Office, Securities, Valuation, Portfolio Management, Investment Banking, Back Office, Risk Management, FX Options, Accounting, Financial Risk, Swaps, Options, Investments, Private Equity, Asset Managment
Education
Pace University - Lubin School of Business
HazelTree September 2014 - Present
Merrill Lynch July 2012 - July 2014
Citibank July 2010 - June 2012
Oakpoint Advisors August 2009 - June 2010
Morgan Stanley September 1990 - April 2009
Skills
Hedge Funds, Management, Securities Lending, Capital Markets, Derivatives, Fixed Income, Finance, Equity Derivatives, Equities, Trading Systems, Electronic Trading, Series 7, Structured Products, Financial Services, Prime Brokerage, Asset Management, Leadership, Trading, Bloomberg, Fund Of Funds, Alternative Investments, Middle Office, Securities, Valuation, Portfolio Management, Investment Banking, Back Office, Risk Management, FX Options, Accounting, Financial Risk, Swaps, Options, Investments, Private Equity, Asset Managment
Education
Pace University - Lubin School of Business
Marie Minardo's Merrill Lynch Experience October 1999 - August 2010
Job Managing Director, Internal Audit Capital Markets
Industry Financial Services
Experience
Barclays September 2010 - Present
Merrill Lynch October 1999 - August 2010
Bankers Trust August 1992 - September 1999
Skills
Risk Management, Operational Risk, Auditing, Sarbanes-Oxley Act, Capital Markets, Financial Analysis, Enterprise Risk..., Internal Audit, Financial Risk, Investment Banking, Equities, Fixed Income
Education
Pace University - Lubin School of Business 1998 — 2003
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Public Accounting
Barclays September 2010 - Present
Merrill Lynch October 1999 - August 2010
Bankers Trust August 1992 - September 1999
Skills
Risk Management, Operational Risk, Auditing, Sarbanes-Oxley Act, Capital Markets, Financial Analysis, Enterprise Risk..., Internal Audit, Financial Risk, Investment Banking, Equities, Fixed Income
Education
Pace University - Lubin School of Business 1998 — 2003
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Public Accounting
Frank Ciaravalli, CFA's Merrill Lynch Experience April 1983 - June 2009
Job RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2010 - Present
Utendahl Capital Partners June 2009 - December 2009
Merrill Lynch April 1983 - June 2009
Merrill Lynch 2000 - 2009
Skills
Fixed Income, Capital Markets, Series 7, Equities, Securities, Investment Banking, Hedge Funds, Investments, Bonds, Bloomberg, Derivatives, Structured Products, Trading, High Yield, Portfolio Management, Asset Managment, Valuation, Credit Derivatives, Electronic Trading, Private Equity
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Finance
Pace University - Lubin School of Business 1976 — 1980
BBA, Management Science
RBC Capital Markets March 2010 - Present
Utendahl Capital Partners June 2009 - December 2009
Merrill Lynch April 1983 - June 2009
Merrill Lynch 2000 - 2009
Skills
Fixed Income, Capital Markets, Series 7, Equities, Securities, Investment Banking, Hedge Funds, Investments, Bonds, Bloomberg, Derivatives, Structured Products, Trading, High Yield, Portfolio Management, Asset Managment, Valuation, Credit Derivatives, Electronic Trading, Private Equity
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Finance
Pace University - Lubin School of Business 1976 — 1980
BBA, Management Science
Susan Joe's Merrill Lynch Experience November 2004 - January 2009
Job Project Manager at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2009 - Present
Merrill Lynch November 2004 - January 2009
UBS Financial Services April 2004 - November 2004
Merrill Lynch May 1987 - September 2003
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Bank of America Merrill Lynch September 2009 - Present
Merrill Lynch November 2004 - January 2009
UBS Financial Services April 2004 - November 2004
Merrill Lynch May 1987 - September 2003
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Julio Mejia's Merrill Lynch Experience June 2008 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
JPMorgan Chase & Co. 2012 - 2014
Bank of America 2011 - 2011
Goldman Sachs 2010 - 2011
Bank of America / Merrill Lynch 2009 - 2010
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Credit Risk, Operational Risk, Reporting & Analysis, Securities, Derivatives, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Business Objects
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor’s Degree, Finance, Economics
Midwood High School 2000 — 2004
High School
Bank of America Merrill Lynch 2014 - Present
JPMorgan Chase & Co. 2012 - 2014
Bank of America 2011 - 2011
Goldman Sachs 2010 - 2011
Bank of America / Merrill Lynch 2009 - 2010
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Credit Risk, Operational Risk, Reporting & Analysis, Securities, Derivatives, Microsoft Excel, Microsoft Word, PowerPoint, SQL, Business Objects
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor’s Degree, Finance, Economics
Midwood High School 2000 — 2004
High School
Dmitry Shamilov's Merrill Lynch Experience August 2003 - January 2004
Job Forex Specialist
Industry Financial Services
Experience
GAIN Capital May 2006 - Present
Muriel Siebert & Co., Inc. November 2005 - May 2006
Kern & Suslow Securities January 2004 - August 2005
Merrill Lynch August 2003 - January 2004
Skills
Equity Trading, FX Options, Trading, Investments, Foreign Exchange, Web Content Management, Product Innovation, Product Development, Trading Systems, Options, Electronic Trading, Microsoft Office, Financial Markets, Portfolio Management, Risk Management, Finance, Derivatives, Financial Services, Commodity, Equities, Fixed Income
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelors, Finance
GAIN Capital May 2006 - Present
Muriel Siebert & Co., Inc. November 2005 - May 2006
Kern & Suslow Securities January 2004 - August 2005
Merrill Lynch August 2003 - January 2004
Skills
Equity Trading, FX Options, Trading, Investments, Foreign Exchange, Web Content Management, Product Innovation, Product Development, Trading Systems, Options, Electronic Trading, Microsoft Office, Financial Markets, Portfolio Management, Risk Management, Finance, Derivatives, Financial Services, Commodity, Equities, Fixed Income
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelors, Finance
Bernadette Conlon's Merrill Lynch Experience November 1993 - June 2010
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
Merrill Lynch November 1993 - June 2010
Coopers & Lybrand 1991 - 1993
Skills
Hedge Funds, Investment Banking, Options, Derivatives, Private Equity
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Morgan Stanley June 2010 - Present
Merrill Lynch November 1993 - June 2010
Coopers & Lybrand 1991 - 1993
Skills
Hedge Funds, Investment Banking, Options, Derivatives, Private Equity
Education
Pace University - Lubin School of Business
BBA, Public Accounting
Danielle Cosentino's Merrill Lynch Experience 1992 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1992 - Present
Skills
Series 7
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), International Business/Trade/Commerce
Merrill Lynch 1992 - Present
Skills
Series 7
Education
Pace University - Lubin School of Business 1995 — 1998
Master of Business Administration (MBA), International Business/Trade/Commerce
Gina Douvas's Merrill Lynch Experience February 2009 - Present
Job Senior Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2009 - Present
Merrill Lynch January 2007 - February 2009
Smith Barney 1998 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Alternative Investments, MBA Finance, SERIES 63, SERIES 65, LIFE ACCIDENT AND...
Education
Pace University - Lubin School of Business 1996 — 2000
MBA, Finance
Stony Brook University 1987 — 1990
BA, Psychology
Merrill Lynch February 2009 - Present
Merrill Lynch January 2007 - February 2009
Smith Barney 1998 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Alternative Investments, MBA Finance, SERIES 63, SERIES 65, LIFE ACCIDENT AND...
Education
Pace University - Lubin School of Business 1996 — 2000
MBA, Finance
Stony Brook University 1987 — 1990
BA, Psychology
Henry DePaolis's Merrill Lynch Experience September 2003 - March 2005
Job Director of Institutional FX/ EComm Sales at Advanced Markets FX
Industry
Experience
Advanced Markets FX September 2013 - Present
FXCM Pro April 2005 - July 2013
Merrill Lynch September 2003 - March 2005
ABN AMRO Bank N.V. October 2001 - July 2003
Republic National Bank/ HSBC April 1992 - July 2001
Harlow Meyer & Savage May 1987 - March 1992
Skills
Trading, Trading Systems, Finance, Financial Markets, Sales, Hedge Funds, Electronic Trading, Capital Markets, Foreign Exchange, Trading Strategies, Hedging, E-commerce, Currency, Relationship Management, FX trading, FX Options, Market Data
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Business
Advanced Markets FX September 2013 - Present
FXCM Pro April 2005 - July 2013
Merrill Lynch September 2003 - March 2005
ABN AMRO Bank N.V. October 2001 - July 2003
Republic National Bank/ HSBC April 1992 - July 2001
Harlow Meyer & Savage May 1987 - March 1992
Skills
Trading, Trading Systems, Finance, Financial Markets, Sales, Hedge Funds, Electronic Trading, Capital Markets, Foreign Exchange, Trading Strategies, Hedging, E-commerce, Currency, Relationship Management, FX trading, FX Options, Market Data
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Business
Anna Kesler's Merrill Lynch Experience April 2007 - September 2011
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2007 - Present
Merrill Lynch April 2007 - September 2011
Creditex June 2003 - April 2007
Skills
Bloomberg, Capital Markets, Credit Derivatives, Derivatives, Equities, Fixed Income, Securities, Trading, Vendor Management, Swaps, Hedge Funds, Bonds, Trading Systems, Electronic Trading, Middle Office, Investment Banking
Education
Pace University - Lubin School of Business
Finance
Bank of America Merrill Lynch April 2007 - Present
Merrill Lynch April 2007 - September 2011
Creditex June 2003 - April 2007
Skills
Bloomberg, Capital Markets, Credit Derivatives, Derivatives, Equities, Fixed Income, Securities, Trading, Vendor Management, Swaps, Hedge Funds, Bonds, Trading Systems, Electronic Trading, Middle Office, Investment Banking
Education
Pace University - Lubin School of Business
Finance
Ann Marie Tricarico's Merrill Lynch Experience 1998 - 2008
Job Independent Banking Professional
Industry Banking
Experience
HSBC Private Bank December 2008 - 2009
Merrill Lynch 1998 - 2008
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Public Accounting, CPA
HSBC Private Bank December 2008 - 2009
Merrill Lynch 1998 - 2008
Education
Pace University - Lubin School of Business 1983 — 1987
BBA, Public Accounting, CPA
Dina Hochhauser's Merrill Lynch Experience 2011 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Oppenheimer & Co. 2007 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Asset Managment, Series 7, Series 63
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch 2011 - Present
Oppenheimer & Co. 2007 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Asset Managment, Series 7, Series 63
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Christian Ventura's Merrill Lynch Experience March 2014 - September 2014
Job Analyst at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
Merrill Lynch March 2014 - September 2014
Merrill Lynch June 2012 - February 2014
Merrill Lynch April 2011 - May 2012
Pace University, Office of Housing & Residential Life August 2009 - May 2012
UBS June 2010 - August 2010
Protocol Capital Management, LLC April 2010 - June 2010
The Men's Wearhouse, Inc May 2008 - January 2010
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Portfolio Management, Banking, Asset Allocation, Investments, Customer Service, Management, Financial Markets, Microsoft Word, Market Research, Fixed Income, Series 7, Series 66, Uniform Combined State..., Finance, Leadership, Analysis
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Archbishop Molloy High School 2004 — 2008
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
Merrill Lynch March 2014 - September 2014
Merrill Lynch June 2012 - February 2014
Merrill Lynch April 2011 - May 2012
Pace University, Office of Housing & Residential Life August 2009 - May 2012
UBS June 2010 - August 2010
Protocol Capital Management, LLC April 2010 - June 2010
The Men's Wearhouse, Inc May 2008 - January 2010
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Portfolio Management, Banking, Asset Allocation, Investments, Customer Service, Management, Financial Markets, Microsoft Word, Market Research, Fixed Income, Series 7, Series 66, Uniform Combined State..., Finance, Leadership, Analysis
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Archbishop Molloy High School 2004 — 2008
Carola Gonzalez's Merrill Lynch Experience September 2010 - December 2010
Job Analyst
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2011 - December 2011
Premier Financial Advisors June 2010 - August 2011
Merrill Lynch September 2010 - December 2010
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Finance
Universidad Metropolitana
Morgan Stanley Smith Barney August 2011 - December 2011
Premier Financial Advisors June 2010 - August 2011
Merrill Lynch September 2010 - December 2010
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Finance
Universidad Metropolitana
Frank Grossi's Merrill Lynch Experience February 2007 - January 2011
Job Middle Office / Finance Specialist
Industry Investment Banking
Experience
Merrill Lynch February 2007 - January 2011
Merrill Lynch January 2003 - February 2007
Merrill Lynch August 1996 - January 2003
Skills
Bucs, Finman, Oracle, Tracs, Bloomberg, FTS, Oracle Discoverer, Clarity, Outlook, Excel, Word, Microsoft Word, Microsoft Excel, TRACS, Banking, Derivatives, Risk Management, Account Reconciliation, Equities, FX Options, Financial Risk
Education
Pace University - Lubin School of Business 1985 — 1988
Accounting
Merrill Lynch February 2007 - January 2011
Merrill Lynch January 2003 - February 2007
Merrill Lynch August 1996 - January 2003
Skills
Bucs, Finman, Oracle, Tracs, Bloomberg, FTS, Oracle Discoverer, Clarity, Outlook, Excel, Word, Microsoft Word, Microsoft Excel, TRACS, Banking, Derivatives, Risk Management, Account Reconciliation, Equities, FX Options, Financial Risk
Education
Pace University - Lubin School of Business 1985 — 1988
Accounting
Deirdre Holland's Merrill Lynch Experience August 2012 - September 2013
Job Vice President at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
Merrill Lynch August 2012 - September 2013
Morgan Stanley Smith Barney 2000 - 2012
Morgan Stanley Dean Witter 1983 - 2000
Education
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Economics
JP Morgan Chase Bank, N.A. September 2013 - Present
Merrill Lynch August 2012 - September 2013
Morgan Stanley Smith Barney 2000 - 2012
Morgan Stanley Dean Witter 1983 - 2000
Education
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Economics
Marilyn (Sussman) Balassi's Merrill Lynch Experience 1995 - 1998
Job Senior Business Analyst at LiquidHub
Industry Nonprofit Organization Management
Experience
LiquidHub May 2012 - September 2013
Sokol New York June 2011 - May 2012
Professor Sanford Kwinter, Harvard Graduate School of Design January 2010 - May 2011
NYC Department of Education 2007 - 2009
AllianceBernstein 2006 - 2006
TIAA-CREF 1998 - 2004
Merrill Lynch 1995 - 1998
JP Morgan 1984 - 1995
Merrill Lynch 1978 - 1985
Skills
Systems Analysis, SDLC, Fixed Income, Requirements Gathering, Leadership, Vendor Management, Requirements Analysis, Project Management, Quality Assurance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1985
MBA, Computer and Information Systems
SUNY Albany 1976 — 1978
BA, Sociology
LiquidHub May 2012 - September 2013
Sokol New York June 2011 - May 2012
Professor Sanford Kwinter, Harvard Graduate School of Design January 2010 - May 2011
NYC Department of Education 2007 - 2009
AllianceBernstein 2006 - 2006
TIAA-CREF 1998 - 2004
Merrill Lynch 1995 - 1998
JP Morgan 1984 - 1995
Merrill Lynch 1978 - 1985
Skills
Systems Analysis, SDLC, Fixed Income, Requirements Gathering, Leadership, Vendor Management, Requirements Analysis, Project Management, Quality Assurance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1985
MBA, Computer and Information Systems
SUNY Albany 1976 — 1978
BA, Sociology
Duangporn srichainont's Merrill Lynch Experience April 2008 - August 2008
Job Information Technology Staff Analyst at Seagate Technology
Industry Information Technology and Services
Experience
Seagate Technology September 2014 - Present
Infosys June 2014 - August 2014
Bank of America January 2011 - May 2014
Bank of America September 2008 - January 2011
Merrill Lynch April 2008 - August 2008
Merrill Lynch January 2007 - March 2008
Merrill Lynch June 2004 - December 2006
Merrill Lynch November 2000 - June 2004
IBM October 1999 - November 2000
IBM June 1998 - September 1999
Skills
Management Consulting, Microsoft Excel, Microsoft Office, Solution Architecture, Oracle E-Business Suite, Business Analysis, General Ledger..., Corporate Finance, Business Process, Requirements Analysis, Requirements Gathering, SDLC, Oracle, Financial Analysis, Accounting
Education
Pace University - Lubin School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Information Systems
University of Colorado Boulder - Leeds School of Business 1995 — 1996
Master's Degree, Accounting and Finance
University of Colorado Boulder - Leeds School of Business 1991 — 1995
Bachelor's Degree, Accounting
Seagate Technology September 2014 - Present
Infosys June 2014 - August 2014
Bank of America January 2011 - May 2014
Bank of America September 2008 - January 2011
Merrill Lynch April 2008 - August 2008
Merrill Lynch January 2007 - March 2008
Merrill Lynch June 2004 - December 2006
Merrill Lynch November 2000 - June 2004
IBM October 1999 - November 2000
IBM June 1998 - September 1999
Skills
Management Consulting, Microsoft Excel, Microsoft Office, Solution Architecture, Oracle E-Business Suite, Business Analysis, General Ledger..., Corporate Finance, Business Process, Requirements Analysis, Requirements Gathering, SDLC, Oracle, Financial Analysis, Accounting
Education
Pace University - Lubin School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Information Systems
University of Colorado Boulder - Leeds School of Business 1995 — 1996
Master's Degree, Accounting and Finance
University of Colorado Boulder - Leeds School of Business 1991 — 1995
Bachelor's Degree, Accounting
Anthony Maragioglio's Merrill Lynch Experience February 2002 - February 2005
Job Accounting & Finance Professional
Industry Accounting
Experience
Seeking Full-Time or Contract Employment March 2012 - Present
Brencourt Advisors, LLC January 2012 - February 2012
Taliesin Group CPAs July 2011 - August 2011
Taliesin Group CPAs April 2011 - April 2011
Taliesin Group CPAs May 2009 - August 2010
Author Solutions, Inc. October 2007 - April 2009
Merrill Lynch February 2002 - February 2005
Moore Strategic Value Partners, LLC September 2001 - February 2002
Merrill Lynch April 2000 - August 2001
Merrill Lynch January 1998 - March 2000
Skills
Certified Public..., Budgeting, Financial Analysis, Financial Reporting, Forecasting, Cash Flow, Microsoft Office, Excel, Word, PowerPoint, Access, Quickbooks, Tax Preparation, Microsoft Dynamics GP, Oracle, UltraTax CS
Education
Pace University - Lubin School of Business 1981 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Suffolk County Community College 1979 — 1981
Associate of Science (A.S.), Accounting
Seeking Full-Time or Contract Employment March 2012 - Present
Brencourt Advisors, LLC January 2012 - February 2012
Taliesin Group CPAs July 2011 - August 2011
Taliesin Group CPAs April 2011 - April 2011
Taliesin Group CPAs May 2009 - August 2010
Author Solutions, Inc. October 2007 - April 2009
Merrill Lynch February 2002 - February 2005
Moore Strategic Value Partners, LLC September 2001 - February 2002
Merrill Lynch April 2000 - August 2001
Merrill Lynch January 1998 - March 2000
Skills
Certified Public..., Budgeting, Financial Analysis, Financial Reporting, Forecasting, Cash Flow, Microsoft Office, Excel, Word, PowerPoint, Access, Quickbooks, Tax Preparation, Microsoft Dynamics GP, Oracle, UltraTax CS
Education
Pace University - Lubin School of Business 1981 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Suffolk County Community College 1979 — 1981
Associate of Science (A.S.), Accounting
Ana Lynn Iacoviello's Merrill Lynch Experience November 2008 - February 2010
Job Credit Risk Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Morgan Stanley February 2010 - June 2011
Merrill Lynch November 2008 - February 2010
Skills
Credit Derivatives, Portfolio Management, Credit Risk, Credit Analysis, Municipalities, Mutual Funds, Counterparty Risk, Financial Accounting, CPA candidate (expected...
Education
Pace University - Lubin School of Business 2006 — 2011
Master of Business Administration (M.B.A.), Public Accounting
Pace University - Lubin School of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Public Accounting
Morgan Stanley June 2011 - Present
Morgan Stanley February 2010 - June 2011
Merrill Lynch November 2008 - February 2010
Skills
Credit Derivatives, Portfolio Management, Credit Risk, Credit Analysis, Municipalities, Mutual Funds, Counterparty Risk, Financial Accounting, CPA candidate (expected...
Education
Pace University - Lubin School of Business 2006 — 2011
Master of Business Administration (M.B.A.), Public Accounting
Pace University - Lubin School of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Public Accounting
Fong Li, CPCU's Merrill Lynch Experience January 2007 - June 2007
Job Consultant at Insurance Regulatory Consultants, LLC
Industry Insurance
Experience
Insurance Regulatory Consultants, LLC January 2010 - Present
Merrill Lynch January 2007 - June 2007
Skills
Property & Casualty..., Insurance, Financial Analysis, Investments, Portfolio Management, Valuation, Fixed Income, Equities, Microsoft Excel, Adobe Creative Suite, Commercial Insurance, CPCU
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor's degree, Finance, General
Insurance Regulatory Consultants, LLC January 2010 - Present
Merrill Lynch January 2007 - June 2007
Skills
Property & Casualty..., Insurance, Financial Analysis, Investments, Portfolio Management, Valuation, Fixed Income, Equities, Microsoft Excel, Adobe Creative Suite, Commercial Insurance, CPCU
Education
Pace University - Lubin School of Business 2003 — 2007
Bachelor's degree, Finance, General
Frank Puglisi's Merrill Lynch Experience January 2001 - September 2006
Job Auditor at U.S. Department of Health and Human Services
Industry Accounting
Experience
U.S. Department of Health and Human Services July 2009 - Present
BlackRock September 2006 - May 2009
Merrill Lynch January 2001 - September 2006
Skills
Compliance Auditing, Performance Auditing, Portfolio Administration, Separately Managed..., Employee Benefits
Education
St. John's University 1999 — 2002
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
U.S. Department of Health and Human Services July 2009 - Present
BlackRock September 2006 - May 2009
Merrill Lynch January 2001 - September 2006
Skills
Compliance Auditing, Performance Auditing, Portfolio Administration, Separately Managed..., Employee Benefits
Education
St. John's University 1999 — 2002
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Anthony Galante's Merrill Lynch Experience January 2004 - January 2009
Job SVP Accounting Policy Manager at Bank of America
Industry Banking
Experience
Bank of America January 2004 - Present
Merrill Lynch January 2004 - January 2009
Zurich Capital Markets November 2000 - January 2004
Brown Brothers Harriman April 1995 - November 2000
Prudential Securities, Inc July 1991 - April 1995
Skills
Technical Accounting..., Accounting, Financial Accounting, Team Leadership, Series 27, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint
Education
Pace University - Lubin School of Business 1998 — 2001
Master of Business Administration (MBA), BA Financial Management
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Science (B.S.), Accounting
Bank of America January 2004 - Present
Merrill Lynch January 2004 - January 2009
Zurich Capital Markets November 2000 - January 2004
Brown Brothers Harriman April 1995 - November 2000
Prudential Securities, Inc July 1991 - April 1995
Skills
Technical Accounting..., Accounting, Financial Accounting, Team Leadership, Series 27, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint
Education
Pace University - Lubin School of Business 1998 — 2001
Master of Business Administration (MBA), BA Financial Management
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Science (B.S.), Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank