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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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Heather West Heather West's Merrill Lynch Experience 2000 - 2003
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors, LLC 2004 - Present
Merrill Lynch 2000 - 2003
Skills
Personal Financial..., Retirement Planning, Wealth Management..., Financial Education, Investment Management, Asset Allocation, Life Insurance, Long Term Care Insurance, Education Funding, College Savings Plans, Public Speaking, Estate Planning
Education
Pacific Lutheran University 1995 — 1999
Bachelors, Business, Exercise Science, Physical Education
Decatur High School 1992 — 1995
High School Diploma
AXA Advisors, LLC 2004 - Present
Merrill Lynch 2000 - 2003
Skills
Personal Financial..., Retirement Planning, Wealth Management..., Financial Education, Investment Management, Asset Allocation, Life Insurance, Long Term Care Insurance, Education Funding, College Savings Plans, Public Speaking, Estate Planning
Education
Pacific Lutheran University 1995 — 1999
Bachelors, Business, Exercise Science, Physical Education
Decatur High School 1992 — 1995
High School Diploma
John Albal John Albal's Merrill Lynch Experience October 2014 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Mayim Water September 2013 - Present
Education
Pace University - Lubin School of Business 2012 — 2015
Bachelor's of Business Administration, Entrepreneurship/Entrepreneurial Studies
Merrill Lynch October 2014 - Present
Mayim Water September 2013 - Present
Education
Pace University - Lubin School of Business 2012 — 2015
Bachelor's of Business Administration, Entrepreneurship/Entrepreneurial Studies
Christopher Algeo's Merrill Lynch Experience November 2003 - May 2006
Job Vice President and Senior Relationship Manager at Key Bank
Industry Banking
Experience
Key Bank February 2010 - Present
Sterling Savings Bank May 2006 - February 2010
Tacoma Community College Foundation 2009 - 2010
Broadway Center for the Performing Arts 1999 - June 2009
Merrill Lynch November 2003 - May 2006
Key Bank August 1993 - November 2003
Skills
Portfolio Management, Commercial Banking, Loans, Real Estate, Credit, Credit Analysis, Commercial Lending, Risk Management, Finance, New Business Development, Management, Negotiation, Mergers & Acquisitions, Financial Services, Leadership, Corporate Finance, Mortgage Lending, Lines Of Credit, Banking, Commercial Real Estate, Financial Analysis, Budgets, Strategic Planning, Business Planning, Cash Management, Financial Modeling, Cross Selling, Strategic Financial..., Relationship Management, Small Business Lending, Executive Management, Underwriting, Investments, Treasury Management
Education
American Leadership Forum 2009 — 2010
Pacific Lutheran University - School of Business 1987 — 1989
Key Bank February 2010 - Present
Sterling Savings Bank May 2006 - February 2010
Tacoma Community College Foundation 2009 - 2010
Broadway Center for the Performing Arts 1999 - June 2009
Merrill Lynch November 2003 - May 2006
Key Bank August 1993 - November 2003
Skills
Portfolio Management, Commercial Banking, Loans, Real Estate, Credit, Credit Analysis, Commercial Lending, Risk Management, Finance, New Business Development, Management, Negotiation, Mergers & Acquisitions, Financial Services, Leadership, Corporate Finance, Mortgage Lending, Lines Of Credit, Banking, Commercial Real Estate, Financial Analysis, Budgets, Strategic Planning, Business Planning, Cash Management, Financial Modeling, Cross Selling, Strategic Financial..., Relationship Management, Small Business Lending, Executive Management, Underwriting, Investments, Treasury Management
Education
American Leadership Forum 2009 — 2010
Pacific Lutheran University - School of Business 1987 — 1989
Kshitij (Kay) Singhal Kshitij (Kay) Singhal's Merrill Lynch Experience November 2007 - February 2009
Job Sr. Project Manager (Environment Operations) at Blue Shield of California
Industry Health, Wellness and Fitness
Experience
Blue Shield of California April 2013 - Present
Cognizant Technology Solutions October 2011 - August 2014
NBC Universal February 2009 - September 2011
Merrill Lynch November 2007 - February 2009
NBC Universal September 2005 - November 2007
Computer Sciences Corporation 2003 - 2005
Satyam Computers Service Ltd 2001 - 2003
Microline India Pvt Ltd June 2000 - May 2001
Skills
Service Delivery..., Technology Management, Customer Management, Change Management, Workforce Management, Project Management, Middleware Support, Database Support, Application Support., Application Performance..., Command Center..., F5 Load Balancing..., Helpdesk Support, NOC Support, SharePoint and..., ITIL, SharePoint, Cloud Computing, Vendor Management, Data Center, CRM, Databases, Disaster Recovery, IT Service Management, IT Strategy, Infrastructure, Management, Integration, Requirements Analysis, Servers
Education
Padmashree Dr D. Y. Patil Vidyapeeth 1996 — 2000
B.E, Electronics
University of Pune 1996 — 2000
Bachelor of Engineering, Electronics
Blue Shield of California April 2013 - Present
Cognizant Technology Solutions October 2011 - August 2014
NBC Universal February 2009 - September 2011
Merrill Lynch November 2007 - February 2009
NBC Universal September 2005 - November 2007
Computer Sciences Corporation 2003 - 2005
Satyam Computers Service Ltd 2001 - 2003
Microline India Pvt Ltd June 2000 - May 2001
Skills
Service Delivery..., Technology Management, Customer Management, Change Management, Workforce Management, Project Management, Middleware Support, Database Support, Application Support., Application Performance..., Command Center..., F5 Load Balancing..., Helpdesk Support, NOC Support, SharePoint and..., ITIL, SharePoint, Cloud Computing, Vendor Management, Data Center, CRM, Databases, Disaster Recovery, IT Service Management, IT Strategy, Infrastructure, Management, Integration, Requirements Analysis, Servers
Education
Padmashree Dr D. Y. Patil Vidyapeeth 1996 — 2000
B.E, Electronics
University of Pune 1996 — 2000
Bachelor of Engineering, Electronics
Matthew Tarantola Matthew Tarantola's Merrill Lynch Experience January 2007 - December 2009
Job Millennium Partners
Industry Financial Services
Experience
Millennium Partners October 2013 - Present
Bank of America Merrill Lynch January 2010 - October 2013
Merrill Lynch January 2007 - December 2009
Merrill Lynch October 2005 - December 2006
Merrill Lynch August 2004 - September 2005
Skills
Equities, Global Custody, Series 7, Prime Brokerage, Fixed Income, Hedge Funds, Bloomberg, Series 63, Options, Middle Office, Bonds, Bloomberg Terminal, Securities
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Millennium Partners October 2013 - Present
Bank of America Merrill Lynch January 2010 - October 2013
Merrill Lynch January 2007 - December 2009
Merrill Lynch October 2005 - December 2006
Merrill Lynch August 2004 - September 2005
Skills
Equities, Global Custody, Series 7, Prime Brokerage, Fixed Income, Hedge Funds, Bloomberg, Series 63, Options, Middle Office, Bonds, Bloomberg Terminal, Securities
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Kelsey Hughes Kelsey Hughes's Merrill Lynch Experience May 2008 - October 2008
Job Corporate Administrative Assistant
Industry Health, Wellness and Fitness
Experience
GoDaddy January 2015 - Present
Darden July 2013 - Present
Mountainside Fitness January 2009 - December 2014
Santa Barbara Catering Company September 2008 - May 2009
Merrill Lynch May 2008 - October 2008
Skills
Event Planning, Outlook, Customer Service, Fitness, Cpr Certified, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Healthcare, Training, Administrative...
Education
Scottsdale Community College 2014 — 2016
Associate's Degree, Hotel, Motel, and Restaurant Management
Paradise Valley Community College 2008 — 2014
Associate's Degree, General Studies
GoDaddy January 2015 - Present
Darden July 2013 - Present
Mountainside Fitness January 2009 - December 2014
Santa Barbara Catering Company September 2008 - May 2009
Merrill Lynch May 2008 - October 2008
Skills
Event Planning, Outlook, Customer Service, Fitness, Cpr Certified, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Healthcare, Training, Administrative...
Education
Scottsdale Community College 2014 — 2016
Associate's Degree, Hotel, Motel, and Restaurant Management
Paradise Valley Community College 2008 — 2014
Associate's Degree, General Studies
Igor Strupinskiy Igor Strupinskiy's Merrill Lynch Experience January 2013 - November 2013
Job Investment Operations Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments May 2014 - Present
Mary Lund-Davis Student Investment Fund February 2013 - June 2014
Russell Investments December 2013 - May 2014
Merrill Lynch January 2013 - November 2013
MediaLab February 2012 - August 2013
Pacific Lutheran University; Athletics Department September 2011 - May 2013
Pacific Lutheran University; University Communications March 2011 - May 2013
Mary Lund-Davis Student Investment Fund September 2010 - February 2013
Merrill Lynch June 2012 - January 2013
Pacific Lutheran University; The Mooring Mast February 2011 - May 2012
Skills
Research, Financial Analysis, Microsoft Excel, Social Media, Portfolio Management, Time Management, Public Relations, Journalism, Team Leadership, Data Analysis, Investments, Business Writing, Portfolio Optimization, News Writing, Press Releases, Bilingual Proficiency, Economics, Financial Modeling, VBA, Microsoft SQL Server, R
Education
Pacific Lutheran University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Business with concentration in Finance, Summa Cum Laude
Pacific Lutheran University 2010 — 2014
Bachelor of Arts (B.A.), Economics with concentration in Global Economic Enterprise, Summa Cum Laude
Russell Investments May 2014 - Present
Mary Lund-Davis Student Investment Fund February 2013 - June 2014
Russell Investments December 2013 - May 2014
Merrill Lynch January 2013 - November 2013
MediaLab February 2012 - August 2013
Pacific Lutheran University; Athletics Department September 2011 - May 2013
Pacific Lutheran University; University Communications March 2011 - May 2013
Mary Lund-Davis Student Investment Fund September 2010 - February 2013
Merrill Lynch June 2012 - January 2013
Pacific Lutheran University; The Mooring Mast February 2011 - May 2012
Skills
Research, Financial Analysis, Microsoft Excel, Social Media, Portfolio Management, Time Management, Public Relations, Journalism, Team Leadership, Data Analysis, Investments, Business Writing, Portfolio Optimization, News Writing, Press Releases, Bilingual Proficiency, Economics, Financial Modeling, VBA, Microsoft SQL Server, R
Education
Pacific Lutheran University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Business with concentration in Finance, Summa Cum Laude
Pacific Lutheran University 2010 — 2014
Bachelor of Arts (B.A.), Economics with concentration in Global Economic Enterprise, Summa Cum Laude
Amber Stream's Merrill Lynch Experience 2000 - 2012
Job Owner / Founding Partner at Cornerstone Advisors NW
Industry Investment Management
Experience
Cornerstone Advisors NW, LLC 2012 - Present
Merrill Lynch 2000 - 2012
Skills
Wealth Management, Wealth Management..., Investment Management, Guaranteed Lifetime..., Holistic Financial..., Retirement Planning, Maximizing Social..., 401k Rollovers, 403 b Rollovers, 457 Plan Rollovers, Personal Pensions, Pension Analysis, Retirement Benefits, Variable Annuities, Mutual Funds, Investment Strategies, Financial Services, Retirement Plan...
Education
Pacific Lutheran University - School of Business
Bachelor of Business Administration (B.B.A.)
Cornerstone Advisors NW, LLC 2012 - Present
Merrill Lynch 2000 - 2012
Skills
Wealth Management, Wealth Management..., Investment Management, Guaranteed Lifetime..., Holistic Financial..., Retirement Planning, Maximizing Social..., 401k Rollovers, 403 b Rollovers, 457 Plan Rollovers, Personal Pensions, Pension Analysis, Retirement Benefits, Variable Annuities, Mutual Funds, Investment Strategies, Financial Services, Retirement Plan...
Education
Pacific Lutheran University - School of Business
Bachelor of Business Administration (B.B.A.)
Jennifer Bauchner's Merrill Lynch Experience April 2001 - July 2003
Job Director, Rooms Operations & Sustainability North America at Starwood Hotels & Resorts Worldwide, Inc.
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. February 2010 - Present
Starwood Hotels & Resorts Worldwide, Inc. April 2007 - January 2010
Starwood Hotels & Resorts Worldwide, Inc. September 2005 - March 2007
Starwood Hotels & Resorts Worldwide, Inc. July 2003 - September 2005
Merrill Lynch April 2001 - July 2003
GE April 1999 - March 2001
GE May 1997 - March 1999
Skills
Sustainability, Corporate Social..., Operations Leadership, Business Strategy, Project Management, People Development, Training, Hotel Management, Rooms Division..., Strategic Human..., Management, Human Resources, Recruiting, Hospitality Industry, Revenue Analysis, Front Office, Hospitality Management, Food & Beverage, Resorts, Training Development &..., Program, Project Leader, Hotels
Education
Pace University - Lubin School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Business / Human Resources, 3.89
Fordham University at Marymount College Tarrytown 1993 — 1997
Bachelor's Degree, International Business & Accounting, 3.7
Starwood Hotels & Resorts Worldwide, Inc. February 2010 - Present
Starwood Hotels & Resorts Worldwide, Inc. April 2007 - January 2010
Starwood Hotels & Resorts Worldwide, Inc. September 2005 - March 2007
Starwood Hotels & Resorts Worldwide, Inc. July 2003 - September 2005
Merrill Lynch April 2001 - July 2003
GE April 1999 - March 2001
GE May 1997 - March 1999
Skills
Sustainability, Corporate Social..., Operations Leadership, Business Strategy, Project Management, People Development, Training, Hotel Management, Rooms Division..., Strategic Human..., Management, Human Resources, Recruiting, Hospitality Industry, Revenue Analysis, Front Office, Hospitality Management, Food & Beverage, Resorts, Training Development &..., Program, Project Leader, Hotels
Education
Pace University - Lubin School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Business / Human Resources, 3.89
Fordham University at Marymount College Tarrytown 1993 — 1997
Bachelor's Degree, International Business & Accounting, 3.7
David Raney David Raney's Merrill Lynch Experience June 1999 - August 2002
Job VP / Residential Lending Manager, President's Club, Sound Community Bank
Industry Banking
Experience
Sound Community Bank January 2008 - Present
Washington Mutual August 2002 - August 2008
Merrill Lynch June 1999 - August 2002
Skills
Mortgage Lending, Refinance, FHA, Finance, Credit, Real Estate, Small Business Lending, Loans, Commercial Banking, Banking, Loan Origination, Commercial Lending, Mortgage Banking, Portfolio Management, Credit Analysis, Underwriting, Construction Loans, Home Equity Loans, Cash Management, Consumer Lending, VA loans, Commercial Mortgages, Residential Mortgages, USDA, Retail Banking, Lines Of Credit, Financial Analysis, FHA financing, Asset Based Lending, Financial Structuring, Financial Services, FHA Financing, VA Loans
Education
Washington Bankers Association 2009 — 2010
Executive Development Program
Pacific Lutheran University - School of Business 1995 — 1999
BBA, Economics
Seattle Prep 1991 — 1995
High School
Sound Community Bank January 2008 - Present
Washington Mutual August 2002 - August 2008
Merrill Lynch June 1999 - August 2002
Skills
Mortgage Lending, Refinance, FHA, Finance, Credit, Real Estate, Small Business Lending, Loans, Commercial Banking, Banking, Loan Origination, Commercial Lending, Mortgage Banking, Portfolio Management, Credit Analysis, Underwriting, Construction Loans, Home Equity Loans, Cash Management, Consumer Lending, VA loans, Commercial Mortgages, Residential Mortgages, USDA, Retail Banking, Lines Of Credit, Financial Analysis, FHA financing, Asset Based Lending, Financial Structuring, Financial Services, FHA Financing, VA Loans
Education
Washington Bankers Association 2009 — 2010
Executive Development Program
Pacific Lutheran University - School of Business 1995 — 1999
BBA, Economics
Seattle Prep 1991 — 1995
High School
Carolyn Spacht Carolyn Spacht's Merrill Lynch Experience January 2007 - February 2009
Job Accountant
Industry Accounting
Experience
Center for Shared Services May 2014 - November 2014
High Tower Advisors June 2012 - June 2012
United Way of Palm Beach County February 2012 - April 2012
High Tower Advisors May 2011 - May 2011
Merrill Lynch January 2007 - February 2009
Grimm Collections January 2005 - May 2006
Grace Books International May 2001 - May 2004
Hogin Financial Services May 1999 - September 1999
Skills
Accounting, Finance, Risk Management, Tax Compliance, Microsoft Excel, Employee Training, System Administration, Group Presentations, Marketing Communications, Strategic Planning, Nonprofits, Team Building, Customer Service, Microsoft Office, Budgets, Social Networking, Marketing, Training, Social Media Marketing, CRM, Facebook, Marketing Strategy
Education
Palm Beach Atlantic University 2009 — 2013
Bachelor's degree, Accounting, Summa Cum Laude
The Master's College 1998 — 2001
Liberal Arts and Sciences/Liberal Studies
Kingsway High School 1993 — 1997
Center for Shared Services May 2014 - November 2014
High Tower Advisors June 2012 - June 2012
United Way of Palm Beach County February 2012 - April 2012
High Tower Advisors May 2011 - May 2011
Merrill Lynch January 2007 - February 2009
Grimm Collections January 2005 - May 2006
Grace Books International May 2001 - May 2004
Hogin Financial Services May 1999 - September 1999
Skills
Accounting, Finance, Risk Management, Tax Compliance, Microsoft Excel, Employee Training, System Administration, Group Presentations, Marketing Communications, Strategic Planning, Nonprofits, Team Building, Customer Service, Microsoft Office, Budgets, Social Networking, Marketing, Training, Social Media Marketing, CRM, Facebook, Marketing Strategy
Education
Palm Beach Atlantic University 2009 — 2013
Bachelor's degree, Accounting, Summa Cum Laude
The Master's College 1998 — 2001
Liberal Arts and Sciences/Liberal Studies
Kingsway High School 1993 — 1997
Joy Payne, CPA, Author Joy Payne, CPA, Author's Merrill Lynch Experience August 1983 - August 1986
Job Founder & CEO at Hearts of Fire Ministry House of Refuge Inc & Hearts Ablaze Ministry LLC
Industry Religious Institutions
Experience
Hearts Ablaze Ministry LLC April 2010 - Present
Hearts of Fire Ministry - House of Refuge Inc January 2009 - Present
Citigroup April 2006 - December 2008
TD Waterhouse November 2000 - April 2006
DTCC April 1987 - November 2000
JPMorgan Chase August 1986 - April 1987
Merrill Lynch August 1983 - August 1986
Christ the King High School September 1981 - July 1983
St Joseph's High School September 1980 - July 1981
Goed Fortuin School September 1973 - July 1977
Skills
CISA, IT Audit, Risk Management, Information Security, Risk Assessment, Information Security..., Financial Risk, Business Continuity, Enterprise Risk..., Vendor Management, Governance, Information Technology, Strategic Planning, Internal Audit, Disaster Recovery, Leadership Development, Security, Executive Management, Leadership, Program Management, Auditing, Organizational..., Business Process..., Training, Management Consulting, Management, Small Business, Public Speaking, Teaching
Education
Pace University - Lubin School of Business 1985 — 1990
BBA, Accounting & Taxation
Lillian Dewar Teachers' College 1977 — 1980
Cerification/High School Teaching, English & Spanish
Hearts Ablaze Ministry LLC April 2010 - Present
Hearts of Fire Ministry - House of Refuge Inc January 2009 - Present
Citigroup April 2006 - December 2008
TD Waterhouse November 2000 - April 2006
DTCC April 1987 - November 2000
JPMorgan Chase August 1986 - April 1987
Merrill Lynch August 1983 - August 1986
Christ the King High School September 1981 - July 1983
St Joseph's High School September 1980 - July 1981
Goed Fortuin School September 1973 - July 1977
Skills
CISA, IT Audit, Risk Management, Information Security, Risk Assessment, Information Security..., Financial Risk, Business Continuity, Enterprise Risk..., Vendor Management, Governance, Information Technology, Strategic Planning, Internal Audit, Disaster Recovery, Leadership Development, Security, Executive Management, Leadership, Program Management, Auditing, Organizational..., Business Process..., Training, Management Consulting, Management, Small Business, Public Speaking, Teaching
Education
Pace University - Lubin School of Business 1985 — 1990
BBA, Accounting & Taxation
Lillian Dewar Teachers' College 1977 — 1980
Cerification/High School Teaching, English & Spanish
Andrew Kunitomo's Merrill Lynch Experience December 2013 - June 2014
Job Personal Banker at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Merrill Lynch December 2013 - June 2014
PLU Catering March 2012 - May 2014
Mary Lund-Davis Student Investment Fund June 2013 - February 2014
Pacific Lutheran University January 2013 - December 2013
Mary Lund-Davis Student Investment Fund January 2013 - December 2013
Mary Lund-Davis Student Investment Fund September 2012 - December 2013
Lahaina Pizza Company June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Accounting, Customer Service, Microsoft Word, Public Speaking, Time Management, Event Planning, Research, Financial Analysis, Leadership, Data Analysis, Management, Teamwork, Critical Thinking, Nonprofits, Portfolio Management, Team Leadership, Social Media, Public Relations
Education
Pacific Lutheran University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA) Finance, Minor: Economics
Bank of America June 2014 - Present
Merrill Lynch December 2013 - June 2014
PLU Catering March 2012 - May 2014
Mary Lund-Davis Student Investment Fund June 2013 - February 2014
Pacific Lutheran University January 2013 - December 2013
Mary Lund-Davis Student Investment Fund January 2013 - December 2013
Mary Lund-Davis Student Investment Fund September 2012 - December 2013
Lahaina Pizza Company June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Accounting, Customer Service, Microsoft Word, Public Speaking, Time Management, Event Planning, Research, Financial Analysis, Leadership, Data Analysis, Management, Teamwork, Critical Thinking, Nonprofits, Portfolio Management, Team Leadership, Social Media, Public Relations
Education
Pacific Lutheran University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA) Finance, Minor: Economics
Joseph Muller Joseph Muller's Merrill Lynch Experience August 2012 - May 2013
Job Client Manager for BP Oil Spill Claims at Florida Asset Law;Passive Owner at JMM Laundry Ventures LLC
Industry Law Practice
Experience
JMM Laundry Ventures LLC March 2009 - Present
Merrill Lynch August 2012 - May 2013
Salvatore Ferragamo via Charles Russo Inc April 2010 - September 2012
. January 2007 - August 2012
AXA Advisors February 2004 - January 2006
TD May 2000 - January 2002
Skills
Retirement, Wealth Management, Retirement Planning, Investments, Portfolio Management, Project Management, Sales, Real Estate, Real Estate Development, Commercial Real Estate, Commercial Banking, Private Equity, Laundromats, Business Strategy, Business Analysis, Multi-family Investment..., Sales Management, Building Strong..., Construction Management, Luxury Retail..., AIA Documents, Commercial Real Estate..., Property Management, Landlord-Tenant, Lease Negotiations, Life Insurance, New Business Development, Budgets, Insurance, Management
Education
Pace University-Pleasantville/Briarcliff Campus 1999 — 2001
JMM Laundry Ventures LLC March 2009 - Present
Merrill Lynch August 2012 - May 2013
Salvatore Ferragamo via Charles Russo Inc April 2010 - September 2012
. January 2007 - August 2012
AXA Advisors February 2004 - January 2006
TD May 2000 - January 2002
Skills
Retirement, Wealth Management, Retirement Planning, Investments, Portfolio Management, Project Management, Sales, Real Estate, Real Estate Development, Commercial Real Estate, Commercial Banking, Private Equity, Laundromats, Business Strategy, Business Analysis, Multi-family Investment..., Sales Management, Building Strong..., Construction Management, Luxury Retail..., AIA Documents, Commercial Real Estate..., Property Management, Landlord-Tenant, Lease Negotiations, Life Insurance, New Business Development, Budgets, Insurance, Management
Education
Pace University-Pleasantville/Briarcliff Campus 1999 — 2001
Victoria Williamson Victoria Williamson's Merrill Lynch Experience February 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
DCP Midstream June 2012 - February 2014
Panola Watchman January 2012 - May 2012
Farmers Insurance August 2009 - August 2010
Skills
Microsoft Office, Lotus Notes, Spreadsheets, Editing, PeopleSoft, Maximo, Adobe Creative Suite, Business Objects, Siebel, Series 7, Series 66, Salesforce.com
Education
Panola College 2009 — 2013
Certificate of Petroleum Technology, Petroleum Technology/Technician, 3.95
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch February 2014 - Present
DCP Midstream June 2012 - February 2014
Panola Watchman January 2012 - May 2012
Farmers Insurance August 2009 - August 2010
Skills
Microsoft Office, Lotus Notes, Spreadsheets, Editing, PeopleSoft, Maximo, Adobe Creative Suite, Business Objects, Siebel, Series 7, Series 66, Salesforce.com
Education
Panola College 2009 — 2013
Certificate of Petroleum Technology, Petroleum Technology/Technician, 3.95
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Patricia Brukoff's Merrill Lynch Experience August 2006 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2006 - Present
International Monetary Fund June 1999 - May 2006
US Treasury April 1995 - May 1999
Skills
Investment Advisory, Certified Financial..., Portfolio Management, Retirement Planning, Economics, Macroeconomics, International Economics, International Finance, Emerging Markets, Policy Analysis, Quantitative Analytics, Economic Research, Capital Markets, Fixed Income, Financial Modeling, Finance
Education
Rand Graduate School 1990 — 1994
Doctor of Philosophy (Ph.D.), Public Policy Analysis/Post-Soviet Studies
Rand Graduate School 1988 — 1990
Master of Philosophy (M.Phil.), Public Policy Analysis/Soviet Studies
University of Michigan 1987 — 1988
Russian, Central European, East European and Eurasian Studies
Princeton University 1983 — 1987
Bachelor's degree, Politics/Russian and East European Studies
Merrill Lynch August 2006 - Present
International Monetary Fund June 1999 - May 2006
US Treasury April 1995 - May 1999
Skills
Investment Advisory, Certified Financial..., Portfolio Management, Retirement Planning, Economics, Macroeconomics, International Economics, International Finance, Emerging Markets, Policy Analysis, Quantitative Analytics, Economic Research, Capital Markets, Fixed Income, Financial Modeling, Finance
Education
Rand Graduate School 1990 — 1994
Doctor of Philosophy (Ph.D.), Public Policy Analysis/Post-Soviet Studies
Rand Graduate School 1988 — 1990
Master of Philosophy (M.Phil.), Public Policy Analysis/Soviet Studies
University of Michigan 1987 — 1988
Russian, Central European, East European and Eurasian Studies
Princeton University 1983 — 1987
Bachelor's degree, Politics/Russian and East European Studies
Serena (Yige) Feng Serena (Yige) Feng's Merrill Lynch Experience January 2010 - Present
Job Intern at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch January 2010 - Present
Citibank 2009 - 2009
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Marketing Management
Shanghai University 2004 — 2008
International Business and Economics
University of Technology Sydney 2004 — 2008
Management
Merrill Lynch January 2010 - Present
Citibank 2009 - 2009
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Marketing Management
Shanghai University 2004 — 2008
International Business and Economics
University of Technology Sydney 2004 — 2008
Management
Shelby Hansen Shelby Hansen's Merrill Lynch Experience June 2012 - April 2015
Job Student at Gonzaga University
Industry Financial Services
Experience
Merrill Lynch June 2012 - April 2015
Branshel Dairy Farms January 1996 - July 2011
Sedro-Woolley School District January 2011 - June 2011
Sedro-Woolley School District December 2010 - June 2011
Washington State Dairy Council June 2009 - June 2010
Skagit County Dairy Women June 2008 - June 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Superior Client Service, Operations Management, Cashiering, Analysis, Leadership, Data Analysis, Statistics, Customer Service, Critical Thinking, Econometrics, Higher Education
Education
Gonzaga University 2011 — 2015
Master of Business Administration (MBA), Finance, General
Pacific Lutheran University 2006 — 2010
Bachelor of Science (BS), Financial Mathematics
Pacific Lutheran University 2006 — 2010
Bachelor of Arts (BA), Economics with a Math Emphasis
Pacific Lutheran University 2006 — 2010
Minor, Actuarial Science
Merrill Lynch June 2012 - April 2015
Branshel Dairy Farms January 1996 - July 2011
Sedro-Woolley School District January 2011 - June 2011
Sedro-Woolley School District December 2010 - June 2011
Washington State Dairy Council June 2009 - June 2010
Skagit County Dairy Women June 2008 - June 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Superior Client Service, Operations Management, Cashiering, Analysis, Leadership, Data Analysis, Statistics, Customer Service, Critical Thinking, Econometrics, Higher Education
Education
Gonzaga University 2011 — 2015
Master of Business Administration (MBA), Finance, General
Pacific Lutheran University 2006 — 2010
Bachelor of Science (BS), Financial Mathematics
Pacific Lutheran University 2006 — 2010
Bachelor of Arts (BA), Economics with a Math Emphasis
Pacific Lutheran University 2006 — 2010
Minor, Actuarial Science
David Berney David Berney's Merrill Lynch Experience August 2013 - March 2015
Job VP Finance at ReNewAll
Industry Renewables & Environment
Experience
ReNewAll March 2015 - Present
Merrill Lynch August 2013 - March 2015
Education
Pacific University 2009 — 2012
Bachelor's degree, BS-Business, BS-Sociology
Marist 2004 — 2008
High School
ReNewAll March 2015 - Present
Merrill Lynch August 2013 - March 2015
Education
Pacific University 2009 — 2012
Bachelor's degree, BS-Business, BS-Sociology
Marist 2004 — 2008
High School
David Ranieri's Merrill Lynch Experience May 2011 - September 2011
Job Financial Analyst at Antero Resources
Industry Oil & Energy
Experience
Antero Resources December 2014 - Present
Gunnison Energy Corporation May 2013 - December 2014
Gunnison Energy Corporation June 2012 - May 2013
Merrill Lynch May 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Finance, Financial Accounting, Account Reconciliation, Strategic Financial..., Valuation, Variance Analysis, Auditing, Sarbanes-Oxley Act, Internal Controls, Forecasting, Cash Flow, Due Diligence, Risk Management, Cash Management
Education
Palm Beach Atlantic University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Winthrop University 2008 — 2009
high school
Antero Resources December 2014 - Present
Gunnison Energy Corporation May 2013 - December 2014
Gunnison Energy Corporation June 2012 - May 2013
Merrill Lynch May 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Finance, Financial Accounting, Account Reconciliation, Strategic Financial..., Valuation, Variance Analysis, Auditing, Sarbanes-Oxley Act, Internal Controls, Forecasting, Cash Flow, Due Diligence, Risk Management, Cash Management
Education
Palm Beach Atlantic University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Winthrop University 2008 — 2009
high school
Anthony Venegas Anthony Venegas's Merrill Lynch Experience January 2013 - April 2013
Job Lead Analyst
Industry Investment Banking
Experience
BNY Mellon August 2013 - Present
Associated Students of Pacific Lutheran University September 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Skills
Financial Analysis, Data Analysis, Investments, Microsoft Excel, Time Management, Microsoft Office, Budgets, Microsoft Word, Finance, Team Leadership, Valuation, VBA, Budget Setting, Business Valuation, Financial Forecasting, Organization &..., Client Relations Skills, Accretion/dilution, Communication, Business Analysis, Equity Valuation, DCF Valuation, LBO, Highly detail oriented, Self-starter, Delivering Results
Education
Pacific Lutheran University 2012 — 2013
Master's degree, Finance, General
Pacific Lutheran University 2008 — 2012
Bachelors, Business Administration; Finance
BNY Mellon August 2013 - Present
Associated Students of Pacific Lutheran University September 2012 - May 2013
Merrill Lynch January 2013 - April 2013
Skills
Financial Analysis, Data Analysis, Investments, Microsoft Excel, Time Management, Microsoft Office, Budgets, Microsoft Word, Finance, Team Leadership, Valuation, VBA, Budget Setting, Business Valuation, Financial Forecasting, Organization &..., Client Relations Skills, Accretion/dilution, Communication, Business Analysis, Equity Valuation, DCF Valuation, LBO, Highly detail oriented, Self-starter, Delivering Results
Education
Pacific Lutheran University 2012 — 2013
Master's degree, Finance, General
Pacific Lutheran University 2008 — 2012
Bachelors, Business Administration; Finance
Jerry Nocco's Merrill Lynch Experience June 1982 - February 1988
Job Executive Director at Morgan Stanley & Co.
Industry Financial Services
Experience
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Lori Fraraccio's Merrill Lynch Experience August 1999 - October 2000
Job Registered Support Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2010 - Present
Edward Jones August 2005 - May 2010
Prudential Financial October 2000 - April 2003
Merrill Lynch August 1999 - October 2000
Skills
Series 7, Series 66, Life & Health Insurance..., Variable Annuities
Education
Palm Beach State College 2011 — 2013
Associate of Arts (AA)
Palm Beach Gardens High School
Palm Beach State College
Associate of Arts (AA)
Ameriprise Financial Services, Inc. May 2010 - Present
Edward Jones August 2005 - May 2010
Prudential Financial October 2000 - April 2003
Merrill Lynch August 1999 - October 2000
Skills
Series 7, Series 66, Life & Health Insurance..., Variable Annuities
Education
Palm Beach State College 2011 — 2013
Associate of Arts (AA)
Palm Beach Gardens High School
Palm Beach State College
Associate of Arts (AA)
Nicole Maggio Nicole Maggio's Merrill Lynch Experience 2014 - Present
Job Marketing Coordinator at Victorinox Swiss Army
Industry Marketing and Advertising
Experience
Victorinox Swiss Army November 2014 - Present
Merrill Lynch 2014 - Present
Victoria's Secret July 2010 - January 2014
Media Storm January 2013 - May 2013
Skills
Sales, Customer Service, Marketing, Social Networking, Social Media Marketing, Retail Sales, Facebook, Retail, Advertising, Time Management, Customer Satisfaction, Social Media, Leadership, Digital Marketing, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Microsoft Excel, Marketing Communications, Public Relations, Brand Management, Market Research, Business Strategy, Start-ups, CRM, Team Building, Visual Merchandising, Email Marketing, Marketing Strategy, Press Releases, Nonprofits, Fashion, SPSS, Community Outreach, Blogging, Teamwork, Event Management, Constant Contact, Competitive Analysis, Microsoft Office, Fundraising, Newsletters, SAP, SharePoint
Education
Western Connecticut State University 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Pace University-Pleasantville/Briarcliff Campus 2009 — 2010
Marketing
Victorinox Swiss Army November 2014 - Present
Merrill Lynch 2014 - Present
Victoria's Secret July 2010 - January 2014
Media Storm January 2013 - May 2013
Skills
Sales, Customer Service, Marketing, Social Networking, Social Media Marketing, Retail Sales, Facebook, Retail, Advertising, Time Management, Customer Satisfaction, Social Media, Leadership, Digital Marketing, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Microsoft Excel, Marketing Communications, Public Relations, Brand Management, Market Research, Business Strategy, Start-ups, CRM, Team Building, Visual Merchandising, Email Marketing, Marketing Strategy, Press Releases, Nonprofits, Fashion, SPSS, Community Outreach, Blogging, Teamwork, Event Management, Constant Contact, Competitive Analysis, Microsoft Office, Fundraising, Newsletters, SAP, SharePoint
Education
Western Connecticut State University 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Pace University-Pleasantville/Briarcliff Campus 2009 — 2010
Marketing
Oktay Ismailoglu Oktay Ismailoglu's Merrill Lynch Experience May 2010 - April 2011
Job Project Manager at Traiana
Industry Financial Services
Experience
Traiana September 2014 - Present
Traiana March 2012 - August 2014
Merrill Lynch May 2010 - April 2011
Barclays Capital August 2007 - December 2008
Education
Pace University - Lubin School of Business 2003 — 2008
BBA, Finance & Economics
Traiana September 2014 - Present
Traiana March 2012 - August 2014
Merrill Lynch May 2010 - April 2011
Barclays Capital August 2007 - December 2008
Education
Pace University - Lubin School of Business 2003 — 2008
BBA, Finance & Economics
Amato Zarro's Merrill Lynch Experience May 2012 - August 2012
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management September 2012 - Present
Merrill Lynch May 2012 - August 2012
Education
Palm Beach Atlantic University 2014 — 2016
Master of Business Administration (M.B.A.)
Palm Beach Atlantic University 2010 — 2013
Bachelor of Science (BS), Accounting and Finance
UBS Wealth Management September 2012 - Present
Merrill Lynch May 2012 - August 2012
Education
Palm Beach Atlantic University 2014 — 2016
Master of Business Administration (M.B.A.)
Palm Beach Atlantic University 2010 — 2013
Bachelor of Science (BS), Accounting and Finance
John A. Ortiz Jr. John A. Ortiz Jr.'s Merrill Lynch Experience January 1980 - August 2009
Job Vice President Senior Business Regulatory Records Management Coordinator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
Hometown Residential Realty 2009 - Present
Standard & Poor's April 2010 - July 2014
Merrill Lynch January 1980 - August 2009
Skills
Records Management, Global Regulatory..., Financial Services, Strategic Planning, Information Security, Vendor Management, Information Technology, Global Resource..., Business Process..., Corporate Real Estate, Real Estate License, Real Estate Transactions, Equities, Fixed Income, Leadership, Six Sigma, Corporate Actions, Capital Markets, Writing, Interpersonal..., Market Data, Securities, Series 7, Derivatives, Financial Risk, Risk Management, Financial Markets, Hedge Funds, Electronic Trading, Trading, Financial Regulation, Compliance, Operational Risk, Operational Risk..., Bloomberg, Bonds, Financial Institutions, Trading Systems, Structured Products, Back Office, Prime Brokerage, Portfolio Management, Asset Management, Alternative Investments, Options, Investment Banking, AML, Finance, Mutual Funds, Equity Derivatives
Education
The George Washington University
Certfiicate, Records Management
Pace University - Lubin School of Business 1977 — 1983
Bachelor's Degree
John Dewey High School, Brooklyn NY 1973 — 1977
High School, NYS Regents Diploma
BNY Mellon February 2015 - Present
Hometown Residential Realty 2009 - Present
Standard & Poor's April 2010 - July 2014
Merrill Lynch January 1980 - August 2009
Skills
Records Management, Global Regulatory..., Financial Services, Strategic Planning, Information Security, Vendor Management, Information Technology, Global Resource..., Business Process..., Corporate Real Estate, Real Estate License, Real Estate Transactions, Equities, Fixed Income, Leadership, Six Sigma, Corporate Actions, Capital Markets, Writing, Interpersonal..., Market Data, Securities, Series 7, Derivatives, Financial Risk, Risk Management, Financial Markets, Hedge Funds, Electronic Trading, Trading, Financial Regulation, Compliance, Operational Risk, Operational Risk..., Bloomberg, Bonds, Financial Institutions, Trading Systems, Structured Products, Back Office, Prime Brokerage, Portfolio Management, Asset Management, Alternative Investments, Options, Investment Banking, AML, Finance, Mutual Funds, Equity Derivatives
Education
The George Washington University
Certfiicate, Records Management
Pace University - Lubin School of Business 1977 — 1983
Bachelor's Degree
John Dewey High School, Brooklyn NY 1973 — 1977
High School, NYS Regents Diploma
Charlene Carbone Charlene Carbone's Merrill Lynch Experience 2001 - 2007
Job Independent Telecommunications Professional
Industry Telecommunications
Experience
Merrill Lynch 2001 - 2007
Skills
Vendor Management
Education
Pace University-Pleasantville/Briarcliff Campus
B.S., Economics
Merrill Lynch 2001 - 2007
Skills
Vendor Management
Education
Pace University-Pleasantville/Briarcliff Campus
B.S., Economics
Kimberly Iannotta, Director Kimberly Iannotta, Director's Merrill Lynch Experience 2006 - 2008
Job Pharmaceutical Sales
Industry Pharmaceuticals
Experience
Royal Bank of Scotland (RBS) October 2008 - April 2013
Merrill Lynch 2006 - 2008
Lehman Brothers 1999 - 2004
Skills
Microsoft Office Suite, Living Disaster..., Recovery Planner, Clearview, X-matters, Dialogics Communication, Disaster Recovery, Microsoft Office, Business Continuity, Data Recovery
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Business Administration (MBA)
St. Josephs College
BS Organizational Management, Business Administration and Management, General
Royal Bank of Scotland (RBS) October 2008 - April 2013
Merrill Lynch 2006 - 2008
Lehman Brothers 1999 - 2004
Skills
Microsoft Office Suite, Living Disaster..., Recovery Planner, Clearview, X-matters, Dialogics Communication, Disaster Recovery, Microsoft Office, Business Continuity, Data Recovery
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Business Administration (MBA)
St. Josephs College
BS Organizational Management, Business Administration and Management, General
Johndill Nunez Johndill Nunez's Merrill Lynch Experience December 2010 - September 2011
Job Lead Sales & Marketing Director / Lead International Sales & Relations Director
Industry Medical Devices
Experience
Rivas Medical Supplies May 2010 - Present
Merrill Lynch December 2010 - September 2011
Rivas Medical Supplies July 2006 - July 2009
Skills
Analysis, Management
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Temple University - Fox School of Business and Management 2007 — 2007
Bachelor of Business Administration (BBA), International Business
Rivas Medical Supplies May 2010 - Present
Merrill Lynch December 2010 - September 2011
Rivas Medical Supplies July 2006 - July 2009
Skills
Analysis, Management
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Temple University - Fox School of Business and Management 2007 — 2007
Bachelor of Business Administration (BBA), International Business
Zachary Taylor's Merrill Lynch Experience July 2004 - May 2008
Job Portfolio Manager | CFP
Industry Investment Management
Experience
Zachary Taylor LLC June 2012 - Present
The Restaurant at Meadowood May 2008 - June 2012
Merrill Lynch July 2004 - May 2008
Education
Pacific Union College 2000 — 2004
B.B.A.
The American College 2010 — 2012
Certified Financial Planner
Zachary Taylor LLC June 2012 - Present
The Restaurant at Meadowood May 2008 - June 2012
Merrill Lynch July 2004 - May 2008
Education
Pacific Union College 2000 — 2004
B.B.A.
The American College 2010 — 2012
Certified Financial Planner
John Yannello John Yannello's Merrill Lynch Experience 1990 - 1993
Job President Power Plastics Corp.
Industry Plastics
Experience
Power Plastics 1993 - Present
Merrill Lynch 1990 - 1993
Skills
Manufacturing, Plastics, Operations Management, Strategic Planning, Product Development, Polymers, Lean Manufacturing, New Business Development, Purchasing, Inventory Management, Injection Molding, Cross-functional Team..., Market Development, Key Account Management, Continuous Improvement, Sales, Team Building, Sales Management
Education
Pacific Lutheran University - School of Business 1988 — 1991
BA, Finance
Washington State University
Power Plastics 1993 - Present
Merrill Lynch 1990 - 1993
Skills
Manufacturing, Plastics, Operations Management, Strategic Planning, Product Development, Polymers, Lean Manufacturing, New Business Development, Purchasing, Inventory Management, Injection Molding, Cross-functional Team..., Market Development, Key Account Management, Continuous Improvement, Sales, Team Building, Sales Management
Education
Pacific Lutheran University - School of Business 1988 — 1991
BA, Finance
Washington State University
Daniel Liu Daniel Liu's Merrill Lynch Experience June 2011 - December 2011
Job Credit Analyst TD Bank
Industry Banking
Experience
TD Bank January 2015 - Present
Grocery Chauffeur August 2014 - December 2014
Cell Lock May 2014 - November 2014
Merrill Lynch June 2011 - December 2011
Skills
Entrepreneurship, Leadership, Public Speaking, Time Management, Banking, Risk Analysis, Financial Analysis, Credit Analysis, Motivation, Determination, Highly Ambitious, Teamwork, Communication Skills, Adaptability, Spanish, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Bloomberg Terminal, PowerPoint, Coordinating Events, Social Networking, Marketing, Management
Education
University of Florida 2012 — 2014
Bachelor's Degree, Major in Economics, minor in Entrepreneurship
Palm Beach State College 2010 — 2012
Associate of Arts (A.A.), General Studies
TD Bank January 2015 - Present
Grocery Chauffeur August 2014 - December 2014
Cell Lock May 2014 - November 2014
Merrill Lynch June 2011 - December 2011
Skills
Entrepreneurship, Leadership, Public Speaking, Time Management, Banking, Risk Analysis, Financial Analysis, Credit Analysis, Motivation, Determination, Highly Ambitious, Teamwork, Communication Skills, Adaptability, Spanish, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Bloomberg Terminal, PowerPoint, Coordinating Events, Social Networking, Marketing, Management
Education
University of Florida 2012 — 2014
Bachelor's Degree, Major in Economics, minor in Entrepreneurship
Palm Beach State College 2010 — 2012
Associate of Arts (A.A.), General Studies
Nancy Bitetto Nancy Bitetto's Merrill Lynch Experience May 2000 - December 2001
Job Vice President of Women's Sales at Salvatore Ferragamo
Industry Apparel & Fashion
Experience
Salvatore Ferragamo November 2011 - Present
Sergio Rossi October 2007 - November 2011
Polo Ralph Lauren May 2006 - October 2007
Valentino USA November 2003 - April 2006
Bessemer Trust January 2002 - March 2003
Merrill Lynch May 2000 - December 2001
Deloitte September 1997 - May 2000
Skills
Luxury Goods, Footwear, Merchandising, Wholesale, Shoes, Apparel, Visual Merchandising, Fashion, Fashion Design, Trend, Store Management, Sales, Trend Analysis, Retail, Luxury, Inventory Management, Textiles, Marketing Strategy, Retail Buying, Jewelry, Trade Shows, Fashion Buying
Education
Pace University - Lubin School of Business 1997 — 1999
MBA
Saint Peter's University 1993 — 1997
BS, Finance
Salvatore Ferragamo November 2011 - Present
Sergio Rossi October 2007 - November 2011
Polo Ralph Lauren May 2006 - October 2007
Valentino USA November 2003 - April 2006
Bessemer Trust January 2002 - March 2003
Merrill Lynch May 2000 - December 2001
Deloitte September 1997 - May 2000
Skills
Luxury Goods, Footwear, Merchandising, Wholesale, Shoes, Apparel, Visual Merchandising, Fashion, Fashion Design, Trend, Store Management, Sales, Trend Analysis, Retail, Luxury, Inventory Management, Textiles, Marketing Strategy, Retail Buying, Jewelry, Trade Shows, Fashion Buying
Education
Pace University - Lubin School of Business 1997 — 1999
MBA
Saint Peter's University 1993 — 1997
BS, Finance
Irma Aksakal Irma Aksakal's Merrill Lynch Experience May 2011 - December 2011
Job Regulatory Risk Analyst, Assistant Vice President CCAR CVA PM @ Citi
Industry Higher Education
Experience
Citi October 2014 - Present
Morgan Stanley August 2013 - October 2014
Morgan Stanley July 2013 - August 2013
Dun and Bradstreet February 2013 - May 2013
Merrill Lynch May 2011 - December 2011
Merrill Lynch September 2010 - December 2010
AXA Advisors May 2010 - August 2010
Essex County College September 2008 - April 2010
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, Access, CRM, Sales, Databases, PowerPoint, Outlook
Education
Pace University - Lubin School of Business 2010 — 2011
Bachelor, Business Administration; Information Systems
College 2007 — 2009
AS, Computer Information System
Baruch College: City University Of New York 2008 — 2008
Certificate, Java
Filozofski Fakultet Sarajevo 2001 — 2002
-, Oriental Languages
Travnik 1995 — 1999
High School, Physical Therapist
Citi October 2014 - Present
Morgan Stanley August 2013 - October 2014
Morgan Stanley July 2013 - August 2013
Dun and Bradstreet February 2013 - May 2013
Merrill Lynch May 2011 - December 2011
Merrill Lynch September 2010 - December 2010
AXA Advisors May 2010 - August 2010
Essex County College September 2008 - April 2010
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Business Analysis, Microsoft Word, Access, CRM, Sales, Databases, PowerPoint, Outlook
Education
Pace University - Lubin School of Business 2010 — 2011
Bachelor, Business Administration; Information Systems
College 2007 — 2009
AS, Computer Information System
Baruch College: City University Of New York 2008 — 2008
Certificate, Java
Filozofski Fakultet Sarajevo 2001 — 2002
-, Oriental Languages
Travnik 1995 — 1999
High School, Physical Therapist
John Van Steen John Van Steen's Merrill Lynch Experience August 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney August 2007 - August 2010
Nestegg Consulting February 2000 - August 2007
Skills
Financial Planning, Investments, Business Planning, Tactical Asset..., Fund Analysis, Options Strategies, Portfolio Management, Alternative Investments, Bonds, Equities, Annuities, Strategic Financial..., Analysis, Fixed Annuities, Retirement Planning, Risk Management, Securities, Finance, Mutual Funds, Estate Planning, Investment Management, Management, Public Speaking
Education
Pace University - Lubin School of Business 2005 — 2007
MS, Investment Management
SUNY Cortlandt 1975 — 1978
NYS, History/Education
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney August 2007 - August 2010
Nestegg Consulting February 2000 - August 2007
Skills
Financial Planning, Investments, Business Planning, Tactical Asset..., Fund Analysis, Options Strategies, Portfolio Management, Alternative Investments, Bonds, Equities, Annuities, Strategic Financial..., Analysis, Fixed Annuities, Retirement Planning, Risk Management, Securities, Finance, Mutual Funds, Estate Planning, Investment Management, Management, Public Speaking
Education
Pace University - Lubin School of Business 2005 — 2007
MS, Investment Management
SUNY Cortlandt 1975 — 1978
NYS, History/Education
Patrick Koltz's Merrill Lynch Experience September 2010 - December 2010
Job Consulting Manager
Industry Management Consulting
Experience
American Express June 2013 - Present
American Express October 2011 - June 2013
Merrill Lynch September 2010 - December 2010
AES June 2008 - November 2009
AES June 2007 - June 2008
New York Property Solutions September 2006 - May 2007
Skills
Project Management, Forecasting, Research, Pricing, Financial Analysis, Business Development, Financial Modeling, Energy, Analysis, Management, Valuation, Portfolio Management, Marketing, Strategy, Microsoft Excel, Market Research
Education
Pace University - Lubin School of Business 2010 — 2011
MBA, Strategic Management
State University of New York College at Oneonta 2003 — 2007
BS, Business Economics
American Express June 2013 - Present
American Express October 2011 - June 2013
Merrill Lynch September 2010 - December 2010
AES June 2008 - November 2009
AES June 2007 - June 2008
New York Property Solutions September 2006 - May 2007
Skills
Project Management, Forecasting, Research, Pricing, Financial Analysis, Business Development, Financial Modeling, Energy, Analysis, Management, Valuation, Portfolio Management, Marketing, Strategy, Microsoft Excel, Market Research
Education
Pace University - Lubin School of Business 2010 — 2011
MBA, Strategic Management
State University of New York College at Oneonta 2003 — 2007
BS, Business Economics
John Yannacci John Yannacci's Merrill Lynch Experience June 1994 - March 2010
Job VP Project Manager at Barclays
Industry Financial Services
Experience
Barclays March 2010 - Present
Merrill Lynch June 1994 - March 2010
Skills
Management, Vendor Management, Investment Banking, Equities, Project Management, Financial Services, Project Portfolio..., Portfolio Management, Business Analysis, Risk Management, PMO, SDLC, Banking, Securities, Relationship Management, Financial Risk, IT Strategy, Project Delivery, Fixed Income, Business Process..., Governance
Education
Pace University - Lubin School of Business 1990 — 1994
Bachelor's Degree, Management Information Systems, General, Suma Cum Laude
Barclays March 2010 - Present
Merrill Lynch June 1994 - March 2010
Skills
Management, Vendor Management, Investment Banking, Equities, Project Management, Financial Services, Project Portfolio..., Portfolio Management, Business Analysis, Risk Management, PMO, SDLC, Banking, Securities, Relationship Management, Financial Risk, IT Strategy, Project Delivery, Fixed Income, Business Process..., Governance
Education
Pace University - Lubin School of Business 1990 — 1994
Bachelor's Degree, Management Information Systems, General, Suma Cum Laude
Jaime Rodriguez's Merrill Lynch Experience June 2006 - March 2007
Job National Sales Manager
Industry Financial Services
Experience
Reliance Star Payment Services May 2015 - Present
Army National Guard May 2014 - Present
SMC-VZ May 2014 - May 2015
Lightpath April 2012 - September 2013
ADP October 2010 - March 2012
AT&T February 2010 - October 2010
AXA Advisors March 2008 - February 2010
Merrill Lynch June 2006 - March 2007
American Capital Partners April 2003 - May 2006
United States Army Reserve January 1997 - January 2005
Skills
SaaS, SEO, Social Networking, Social Media, Lead Generation, Pipeline Building, Email Marketing, Enterprise Software, New Business Development, Account Management, Client Relationship..., Lead Management, Qualitative Research, Business Analysis, Financial Analysis, Sales Metrics, Market Opportunity..., EMC, Salesforce.com, Direct Sales, Team Leadership, Telecommunications, Product Management, Customer Satisfaction, Leadership, Management, CRM, Sales, Business Development, Market Analysis, Sales Operations, Strategic Partnerships, Contract Negotiation, Strategy, Sales Management, Marketing, Pipelines, B2B
Education
Pace University Graduate Center 2000 — 2002
Management Information Systems, A
Pace University-Pleasantville/Briarcliff Campus 1996 — 2000
B.S., International Marketing
James Madison High School 1993 — 1996
High School Diploma, A
Reliance Star Payment Services May 2015 - Present
Army National Guard May 2014 - Present
SMC-VZ May 2014 - May 2015
Lightpath April 2012 - September 2013
ADP October 2010 - March 2012
AT&T February 2010 - October 2010
AXA Advisors March 2008 - February 2010
Merrill Lynch June 2006 - March 2007
American Capital Partners April 2003 - May 2006
United States Army Reserve January 1997 - January 2005
Skills
SaaS, SEO, Social Networking, Social Media, Lead Generation, Pipeline Building, Email Marketing, Enterprise Software, New Business Development, Account Management, Client Relationship..., Lead Management, Qualitative Research, Business Analysis, Financial Analysis, Sales Metrics, Market Opportunity..., EMC, Salesforce.com, Direct Sales, Team Leadership, Telecommunications, Product Management, Customer Satisfaction, Leadership, Management, CRM, Sales, Business Development, Market Analysis, Sales Operations, Strategic Partnerships, Contract Negotiation, Strategy, Sales Management, Marketing, Pipelines, B2B
Education
Pace University Graduate Center 2000 — 2002
Management Information Systems, A
Pace University-Pleasantville/Briarcliff Campus 1996 — 2000
B.S., International Marketing
James Madison High School 1993 — 1996
High School Diploma, A
Walead A. Refai Walead A. Refai's Merrill Lynch Experience 2000 - 2002
Job Director Global Compensation & Benefits at CSC
Industry Financial Services
Experience
CSC June 2014 - Present
CSC July 2013 - June 2014
Chubb & Son January 2005 - July 2013
JPMorgan Chase 2002 - 2005
Merrill Lynch 2000 - 2002
KPMG 1998 - 2000
AT&T 1996 - 1998
Skills
Finance, Six Sigma, Financial Services, Program Management, Process Improvement, Governance, Managerial Finance, Vendor Management, Business Process..., Business Analysis, Change Management, Certified Six Sigma..., Cross-functional Team..., Certified Outsourcing..., Global Compensation
Education
Pace University - Lubin School of Business 2009 — 2016
Doctorate, Business - Finance & Economics Concentration
Stevens Institute of Technology 1998 — 2000
M.S., Information Management
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
B.S., Biological Sciences
CSC June 2014 - Present
CSC July 2013 - June 2014
Chubb & Son January 2005 - July 2013
JPMorgan Chase 2002 - 2005
Merrill Lynch 2000 - 2002
KPMG 1998 - 2000
AT&T 1996 - 1998
Skills
Finance, Six Sigma, Financial Services, Program Management, Process Improvement, Governance, Managerial Finance, Vendor Management, Business Process..., Business Analysis, Change Management, Certified Six Sigma..., Cross-functional Team..., Certified Outsourcing..., Global Compensation
Education
Pace University - Lubin School of Business 2009 — 2016
Doctorate, Business - Finance & Economics Concentration
Stevens Institute of Technology 1998 — 2000
M.S., Information Management
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
B.S., Biological Sciences
Kim Sutton Golodetz Kim Sutton Golodetz's Merrill Lynch Experience 1982 - 1984
Job Senior Vice President, Principal at LHA
Industry Public Relations and Communications
Experience
LHA, Inc. 1998 - Present
Sheffield Medical Technologies/Pharmaceuticals 1996 - 1998
American Stock Exchange 1995 - 1996
UBS Securities January 1994 - December 1994
Value Line 1992 - 1994
Merrill Lynch 1982 - 1984
Skills
Investor Relations, Corporate Communications, Capital Markets, Mergers, Public Relations, Mergers & Acquisitions, Investment Banking, Corporate Development, Press Releases, Strategy, IPO, Leadership, Equities, Investments, Financial Analysis, Start-ups, Financial Modeling, Venture Capital, Private Equity, Valuation, M&A experience, Capital, Alternative Investments, Private Placements, Divestitures, Equity Research, Hedge Funds, Financial Structuring, Investment Management, Capital Raising, Asset Management, Due Diligence, Equity Capital Markets, Joint Ventures, Executive Management, Venture Financing, Corporate Finance, Emerging Markets, Equity Valuation, Message Development, Securities Regulation
Education
Pace University - Lubin School of Business
MBA, International Business/Finance
State University of New York at Albany
B.A., English, Theater
LHA, Inc. 1998 - Present
Sheffield Medical Technologies/Pharmaceuticals 1996 - 1998
American Stock Exchange 1995 - 1996
UBS Securities January 1994 - December 1994
Value Line 1992 - 1994
Merrill Lynch 1982 - 1984
Skills
Investor Relations, Corporate Communications, Capital Markets, Mergers, Public Relations, Mergers & Acquisitions, Investment Banking, Corporate Development, Press Releases, Strategy, IPO, Leadership, Equities, Investments, Financial Analysis, Start-ups, Financial Modeling, Venture Capital, Private Equity, Valuation, M&A experience, Capital, Alternative Investments, Private Placements, Divestitures, Equity Research, Hedge Funds, Financial Structuring, Investment Management, Capital Raising, Asset Management, Due Diligence, Equity Capital Markets, Joint Ventures, Executive Management, Venture Financing, Corporate Finance, Emerging Markets, Equity Valuation, Message Development, Securities Regulation
Education
Pace University - Lubin School of Business
MBA, International Business/Finance
State University of New York at Albany
B.A., English, Theater
Elisa Vatn Elisa Vatn's Merrill Lynch Experience July 2008 - September 2008
Job Recruiting Coordinator at Amazon
Industry International Trade and Development
Experience
Amazon June 2014 - Present
EagleView Technologies, Inc. September 2013 - June 2014
Starbucks July 2013 - September 2013
Ray's Boathouse, Cafe & Catering May 2010 - September 2013
Bryant Christie Inc. January 2013 - March 2013
Pacific Lutheran University October 2010 - June 2011
Scandinavian Specialties September 2008 - March 2009
Merrill Lynch July 2008 - September 2008
Tully's Coffee July 2007 - March 2008
Skills
Teamwork, Customer Service, Microsoft Office, Event Planning, Public Speaking, Social Networking, Microsoft Excel, Team Leadership, PowerPoint, Strategic Planning, Event Management, Social Media, Facebook, Microsoft Word, Writing, Marketing Research, Sports Coaching, International Business, International Relations, Mac, Market Analysis, Restaurants, Visio, Recruiting, Financial Recruiting
Education
Seattle Pacific University - School of Business and Economics 2011 — 2013
Bachelor of Arts, Business Adminsitration-International Business
Pacific Lutheran University 2010 — 2011
Washington State University 2009 — 2010
Amazon June 2014 - Present
EagleView Technologies, Inc. September 2013 - June 2014
Starbucks July 2013 - September 2013
Ray's Boathouse, Cafe & Catering May 2010 - September 2013
Bryant Christie Inc. January 2013 - March 2013
Pacific Lutheran University October 2010 - June 2011
Scandinavian Specialties September 2008 - March 2009
Merrill Lynch July 2008 - September 2008
Tully's Coffee July 2007 - March 2008
Skills
Teamwork, Customer Service, Microsoft Office, Event Planning, Public Speaking, Social Networking, Microsoft Excel, Team Leadership, PowerPoint, Strategic Planning, Event Management, Social Media, Facebook, Microsoft Word, Writing, Marketing Research, Sports Coaching, International Business, International Relations, Mac, Market Analysis, Restaurants, Visio, Recruiting, Financial Recruiting
Education
Seattle Pacific University - School of Business and Economics 2011 — 2013
Bachelor of Arts, Business Adminsitration-International Business
Pacific Lutheran University 2010 — 2011
Washington State University 2009 — 2010
Bruce Bethke's Merrill Lynch Experience September 2011 - December 2012
Job Customer Service / Business Development
Industry Financial Services
Experience
Foamseal Hurricane Adhesives of Florida, Inc. June 2000 - October 2013
Merrill Lynch September 2011 - December 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Pratt and Whitney - A division of United Technologies February 1980 - June 2007
Skills
Budgets, Financial Analysis, Earned Value Management, Process Improvement, Financial Reporting, Risk Management, Strategic Financial..., Accounting, Analysis, Insurance, Business Process..., Program Management, Financial Modeling, Managerial Finance, Data Analysis, Finance, Investments, Asset Managment, Portfolio Management, Financial Goals, Six Sigma, Team Building, Project Management, Change Management, Strategic Planning, Cross-functional Team..., Leadership, Project Planning, Training, Operations Management, Management, Team Leadership, Coaching, Sales, Business Planning, Forecasting
Education
Arizona State University 2002 — 2003
Graduate Certificate, Logistics, Materials, and Supply Chain Management
Palm Beach Atlantic University 1999 — 2001
Masters, Business
Palm Beach Atlantic University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Foamseal Hurricane Adhesives of Florida, Inc. June 2000 - October 2013
Merrill Lynch September 2011 - December 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Pratt and Whitney - A division of United Technologies February 1980 - June 2007
Skills
Budgets, Financial Analysis, Earned Value Management, Process Improvement, Financial Reporting, Risk Management, Strategic Financial..., Accounting, Analysis, Insurance, Business Process..., Program Management, Financial Modeling, Managerial Finance, Data Analysis, Finance, Investments, Asset Managment, Portfolio Management, Financial Goals, Six Sigma, Team Building, Project Management, Change Management, Strategic Planning, Cross-functional Team..., Leadership, Project Planning, Training, Operations Management, Management, Team Leadership, Coaching, Sales, Business Planning, Forecasting
Education
Arizona State University 2002 — 2003
Graduate Certificate, Logistics, Materials, and Supply Chain Management
Palm Beach Atlantic University 1999 — 2001
Masters, Business
Palm Beach Atlantic University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Rick Coltrera Rick Coltrera's Merrill Lynch Experience January 1995 - May 2005
Job First Vice President Wealth Management at UBS Financial Services, Inc., CFP®
Industry Financial Services
Experience
UBS May 2005 - Present
Merrill Lynch January 1995 - May 2005
Skills
Certified Financial..., Investments, Wealth Management
Education
NYU School of Continuing Education
CFP, Finance, Law and Taxation
Pace University - Lubin School of Business
MBA, Finance
University of Rhode Island
Business Administration and Management, General
UBS May 2005 - Present
Merrill Lynch January 1995 - May 2005
Skills
Certified Financial..., Investments, Wealth Management
Education
NYU School of Continuing Education
CFP, Finance, Law and Taxation
Pace University - Lubin School of Business
MBA, Finance
University of Rhode Island
Business Administration and Management, General
Jill Mansfield Jill Mansfield's Merrill Lynch Experience 1995 - 2004
Job Executive Assistant at PEMCO Insurance
Industry Insurance
Experience
PEMCO Mutual Insurance Co 2007 - Present
PEMCO Financial Services 2007 - Present
PEMCO Insurance 2007 - Present
Northwest Plan Services, Inc. 2006 - 2007
Milliman Inc. 2004 - 2006
Merrill Lynch 1995 - 2004
Reed McClure Law Firm 1993 - 1995
Tacoma, Clover Park, South Central, Kent, Renton 1989 - 1992
Best Products, Inc. 1985 - 1991
Skills
Strategic Communications, Event Planning, Outlook, Management, Microsoft Excel, Social Media, Leadership, Editing, Event Management, Administrative..., Budgets, Project Management, Research, Public Relations, Project Coordination, Public Speaking, Social Media Marketing, Marketing, Access, Customer Service
Education
Pacific Lutheran University 1987 — 1989
Teaching Certificate, Elementary Education
University of Washington 1983 — 1987
Bachelor of Arts, History
PEMCO Mutual Insurance Co 2007 - Present
PEMCO Financial Services 2007 - Present
PEMCO Insurance 2007 - Present
Northwest Plan Services, Inc. 2006 - 2007
Milliman Inc. 2004 - 2006
Merrill Lynch 1995 - 2004
Reed McClure Law Firm 1993 - 1995
Tacoma, Clover Park, South Central, Kent, Renton 1989 - 1992
Best Products, Inc. 1985 - 1991
Skills
Strategic Communications, Event Planning, Outlook, Management, Microsoft Excel, Social Media, Leadership, Editing, Event Management, Administrative..., Budgets, Project Management, Research, Public Relations, Project Coordination, Public Speaking, Social Media Marketing, Marketing, Access, Customer Service
Education
Pacific Lutheran University 1987 — 1989
Teaching Certificate, Elementary Education
University of Washington 1983 — 1987
Bachelor of Arts, History
Maria V. Romero Maria V. Romero's Merrill Lynch Experience August 2007 - Present
Job Vice President, Prime Brokerage at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Morgan Stanley April 1999 - August 2007
AT Clayton & Co. Inc. August 1989 - April 1999
Skills
Series 7, Series 63, Vendor Management, Business Development, Strategy, Management, Finance, Investment Banking, Bloomberg, Capital Markets, Alternative Investments
Education
Pace University - Lubin School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Marketing/finance
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), International Marketing
Merrill Lynch August 2007 - Present
Morgan Stanley April 1999 - August 2007
AT Clayton & Co. Inc. August 1989 - April 1999
Skills
Series 7, Series 63, Vendor Management, Business Development, Strategy, Management, Finance, Investment Banking, Bloomberg, Capital Markets, Alternative Investments
Education
Pace University - Lubin School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Marketing/finance
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Business Administration (B.B.A.), International Marketing
Jeffrey Teisch Jeffrey Teisch's Merrill Lynch Experience May 1983 - August 1984
Job Managing Director Enterprise Functions at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2013 - December 2013
Brown Brothers Harriman June 1998 - May 2013
Salomon Brothers August 1984 - May 1998
Merrill Lynch May 1983 - August 1984
Skills
Technology Management, IT Infrastructure..., Data Center, Operating Systems, Vendor Management, Business Continuity..., Disaster Recovery, Infrastructure, IT Management, Outsourcing, Security, Integration, IT Strategy, Business Analysis, Business Continuity, Financial Services, ITIL, PMO, SDLC, Business Intelligence, Leadership, Management, Enterprise Architecture, PMP, Project Portfolio..., Requirements Analysis, Cloud Computing
Education
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (MBA), Management Information Systems, General
Merrill Lynch Corporate Systems Training Program 1983 — 1983
SUNY Albany 1979 — 1983
Bachelor of Science (BS), Computer Science and Applied Mathematics
Ramapo Senior High School - Spring Valley
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2013 - December 2013
Brown Brothers Harriman June 1998 - May 2013
Salomon Brothers August 1984 - May 1998
Merrill Lynch May 1983 - August 1984
Skills
Technology Management, IT Infrastructure..., Data Center, Operating Systems, Vendor Management, Business Continuity..., Disaster Recovery, Infrastructure, IT Management, Outsourcing, Security, Integration, IT Strategy, Business Analysis, Business Continuity, Financial Services, ITIL, PMO, SDLC, Business Intelligence, Leadership, Management, Enterprise Architecture, PMP, Project Portfolio..., Requirements Analysis, Cloud Computing
Education
Pace University - Lubin School of Business 1986 — 1989
Master of Business Administration (MBA), Management Information Systems, General
Merrill Lynch Corporate Systems Training Program 1983 — 1983
SUNY Albany 1979 — 1983
Bachelor of Science (BS), Computer Science and Applied Mathematics
Ramapo Senior High School - Spring Valley
Cheryl Canzanella, LUTCF Cheryl Canzanella, LUTCF's Merrill Lynch Experience 1999 - 2005
Job Brokerage Director: Your source for MassMutual Life, LTC, Disability & Fixed Annuities
Industry Financial Services
Experience
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
MassMutual-Financial Design Associates April 2012 - Present
NAIFA Jacksonville 2010 - Present
WIFS Northeast Florida August 2011 - Present
NAIFA-Florida 2013 - Present
New England Financial March 2010 - March 2012
Prime Capital Services October 2008 - September 2009
Mutual Service Corporation March 2007 - June 2008
VALIC February 2005 - March 2007
Merrill Lynch 1999 - 2005
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Disability Insurance, Mutual Funds, Long-term Care, 401k, Retirement Planning, Universal Life, Term Life Insurance, Financial Services, Brokers, Uniform Combined State..., 401k Rollovers, Long Term Care Insurance, Securities, Health Insurance, Small Business, Leadership, Series 7, Sales, Asset Allocation, Investments, Whole Life, Portfolio Management, Employee Benefits, Estate Planning, Critical Illness, Wealth Management..., Series 63, Variable Annuities, Finance, IRAs, Wealth Management, Business Planning, Strategic Planning, Series 6, FINRA, Underwriting, Medicare, Wealth
Education
The American College 2014 — 2016
CLU
The American College 2011 — 2013
LUTCF
Palm Beach Atlantic University 2002 — 2003
Bachelor, Organizational Management
Seth Kamens Seth Kamens's Merrill Lynch Experience November 2008 - May 2009
Job CPA/Managing Member
Industry Accounting
Experience
Kamens & Associates January 2012 - Present
www.backsportspage.com November 2009 - Present
Merrill Lynch November 2008 - May 2009
JH Cohn LLP November 2006 - April 2008
Skills
Tax, Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Hedge Funds, Microsoft Excel, Corporate Finance, Investments, Financial Services, Private Equity, Valuation, CPA, Risk Management, Portfolio Management
Education
University of Maryland College Park 1994 — 1998
B.A., Political Science and Government
The George Washington University - School of Business 2001 — 2003
mba, finance
The George Washington University 2001 — 2003
mba, international business
Pace University - Lubin School of Business 2004 — 2005
MS, Accounting
Kamens & Associates January 2012 - Present
www.backsportspage.com November 2009 - Present
Merrill Lynch November 2008 - May 2009
JH Cohn LLP November 2006 - April 2008
Skills
Tax, Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Hedge Funds, Microsoft Excel, Corporate Finance, Investments, Financial Services, Private Equity, Valuation, CPA, Risk Management, Portfolio Management
Education
University of Maryland College Park 1994 — 1998
B.A., Political Science and Government
The George Washington University - School of Business 2001 — 2003
mba, finance
The George Washington University 2001 — 2003
mba, international business
Pace University - Lubin School of Business 2004 — 2005
MS, Accounting
Steffan Kirk Wright's Merrill Lynch Experience September 2010 - 2013
Job New Home Sales Counselor at Richmond American Homes
Industry Real Estate
Experience
Richmond American Homes May 2015 - Present
Frontier Communities November 2014 - April 2015
SchoolsFirst Federal Credit Union November 2013 - July 2014
Merrill Lynch September 2010 - 2013
Wells Fargo March 2008 - August 2010
J&E Builders 2003 - 2008
Skills
New Home Sales, Certified New Home..., Financial Services, Investments, Finance, Wealth Management, Retirement Planning, Residential Mortgages, Securities, First Time Home Buyers, Closing Abilities, Exceed Sales Goals, Residential Homes, Sales, Real Estate, Contract Negotiation
Education
Palm Beach Atlantic University 1989 — 1993
Bachelor's Degree, Psychology
Richmond American Homes May 2015 - Present
Frontier Communities November 2014 - April 2015
SchoolsFirst Federal Credit Union November 2013 - July 2014
Merrill Lynch September 2010 - 2013
Wells Fargo March 2008 - August 2010
J&E Builders 2003 - 2008
Skills
New Home Sales, Certified New Home..., Financial Services, Investments, Finance, Wealth Management, Retirement Planning, Residential Mortgages, Securities, First Time Home Buyers, Closing Abilities, Exceed Sales Goals, Residential Homes, Sales, Real Estate, Contract Negotiation
Education
Palm Beach Atlantic University 1989 — 1993
Bachelor's Degree, Psychology
Tina Romano Tina Romano's Merrill Lynch Experience March 2001 - July 2006
Job VP of Loan Operations at Cerberus Capital Management
Industry Venture Capital & Private Equity
Experience
Cerberus Capital Management December 2009 - Present
Cerberus Capital Management July 2006 - December 2009
Merrill Lynch March 2001 - July 2006
Education
Pace University - Lubin School of Business
BBA, Accounting
Cerberus Capital Management December 2009 - Present
Cerberus Capital Management July 2006 - December 2009
Merrill Lynch March 2001 - July 2006
Education
Pace University - Lubin School of Business
BBA, Accounting
Mary Joy Dizon (Villanueva)'s Merrill Lynch Experience March 1994 - February 2000
Job Operations Supervisor at Strapack Inc
Industry Machinery
Experience
Strapack Inc September 2013 - Present
FLEETCOR August 2007 - December 2012
Merrill Lynch March 1994 - February 2000
Williams-Sonoma, Inc. November 1989 - April 1992
Skills
Sales, Salesforce.com, Customer Service, Sales Management, Sales Process, Direct Sales, B2B, Sales Operations, Customer Retention, Marketing, Team Building, Management, Leadership, Team Leadership, Customer Satisfaction, Operations Management, Key Account Management, Time Management
Education
Skyline College 1990 — 1992
Accounting and Business/Management
University of San Tomas 1984 — 1986
Palomar College
Accounting
Strapack Inc September 2013 - Present
FLEETCOR August 2007 - December 2012
Merrill Lynch March 1994 - February 2000
Williams-Sonoma, Inc. November 1989 - April 1992
Skills
Sales, Salesforce.com, Customer Service, Sales Management, Sales Process, Direct Sales, B2B, Sales Operations, Customer Retention, Marketing, Team Building, Management, Leadership, Team Leadership, Customer Satisfaction, Operations Management, Key Account Management, Time Management
Education
Skyline College 1990 — 1992
Accounting and Business/Management
University of San Tomas 1984 — 1986
Palomar College
Accounting
Ebony J EJ Lewis Ebony J EJ Lewis's Merrill Lynch Experience 2005 - 2006
Job Real Estate Agent at Town Residential
Industry Real Estate
Experience
Town Residential 2015 - Present
City Experts October 2013 - January 2014
Luxury Attaché June 2013 - September 2013
Truth Unspoken Film March 2011 - June 2013
Windsor Resources January 2006 - December 2012
Force One Entertainment, Client SONY Pictures 2010 - 2010
Morgan Stanley 2006 - 2006
Merrill Lynch 2005 - 2006
Citi 2003 - 2005
Skills
Entertainment, Film, Financial Services, Investments, SAG, Film Production, WGA, Producing, Blogging, Leadership, Event Planning, Management
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2004
Bachelor’s Degree, Marketing, 3.3
Town Residential 2015 - Present
City Experts October 2013 - January 2014
Luxury Attaché June 2013 - September 2013
Truth Unspoken Film March 2011 - June 2013
Windsor Resources January 2006 - December 2012
Force One Entertainment, Client SONY Pictures 2010 - 2010
Morgan Stanley 2006 - 2006
Merrill Lynch 2005 - 2006
Citi 2003 - 2005
Skills
Entertainment, Film, Financial Services, Investments, SAG, Film Production, WGA, Producing, Blogging, Leadership, Event Planning, Management
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2004
Bachelor’s Degree, Marketing, 3.3
Chloe Cook's Merrill Lynch Experience June 2015 - Present
Job Market Research Graduate Student Pursuing Analyst Positions
Industry Market Research
Experience
Merrill Lynch June 2015 - Present
Boys & Girls Clubs of America September 2014 - Present
Pacific Lutheran University February 2014 - Present
Pacific Lutheran University Athletics September 2013 - February 2015
Skills
Communication, Marketing, Market Research, Teamwork, Leadership, Social Media, Microsoft Office
Education
Pacific Lutheran University 2013 — 2015
Bachelor's Degree, Business Marketing and Management, Senior
Southwestern Community College District 2011 — 2013
Associate's Degree, Business Marketing, 4.0 GPA
Grossmont High School 2007 — 2011
High School, General Studies
Merrill Lynch June 2015 - Present
Boys & Girls Clubs of America September 2014 - Present
Pacific Lutheran University February 2014 - Present
Pacific Lutheran University Athletics September 2013 - February 2015
Skills
Communication, Marketing, Market Research, Teamwork, Leadership, Social Media, Microsoft Office
Education
Pacific Lutheran University 2013 — 2015
Bachelor's Degree, Business Marketing and Management, Senior
Southwestern Community College District 2011 — 2013
Associate's Degree, Business Marketing, 4.0 GPA
Grossmont High School 2007 — 2011
High School, General Studies
Stephan Savin Stephan Savin's Merrill Lynch Experience December 2014 - March 2015
Job Summer Financial Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2015 - Present
Merrill Lynch December 2014 - March 2015
Merrill Lynch September 2014 - December 2014
Laidlaw & Company UK Ltd. February 2014 - September 2014
Joseph Gunnar & Co, LLC September 2013 - December 2013
Pace University September 2013 - December 2013
Oppenheimer & Co. January 2013 - April 2013
Skills
Social Media, Leadership, Skilled Communicator, Entrepreneurship, Investments, Microsoft Office, HTML, Study Skills, Time Management, Market Research, Bloomberg Terminal, Equities, Microsoft Word, Communication, Finance, PowerPoint, Microsoft Excel
Education
Pace University - Lubin School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Barclays Investment Bank May 2015 - Present
Merrill Lynch December 2014 - March 2015
Merrill Lynch September 2014 - December 2014
Laidlaw & Company UK Ltd. February 2014 - September 2014
Joseph Gunnar & Co, LLC September 2013 - December 2013
Pace University September 2013 - December 2013
Oppenheimer & Co. January 2013 - April 2013
Skills
Social Media, Leadership, Skilled Communicator, Entrepreneurship, Investments, Microsoft Office, HTML, Study Skills, Time Management, Market Research, Bloomberg Terminal, Equities, Microsoft Word, Communication, Finance, PowerPoint, Microsoft Excel
Education
Pace University - Lubin School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
William Tobey William Tobey's Merrill Lynch Experience July 1986 - May 1988
Job Manager Software Development at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies August 1996 - Present
First Fidelity, now Wells Fargo May 1988 - July 1996
Merrill Lynch July 1986 - May 1988
Education
Pace University - Lubin School of Business 1980 — 1987
Bachelor of Business Administration (BBA), Management Information Systems, General
St Peter's Prep 1972 — 1976
SS&C Technologies August 1996 - Present
First Fidelity, now Wells Fargo May 1988 - July 1996
Merrill Lynch July 1986 - May 1988
Education
Pace University - Lubin School of Business 1980 — 1987
Bachelor of Business Administration (BBA), Management Information Systems, General
St Peter's Prep 1972 — 1976
Shaun Dooley's Merrill Lynch Experience November 1997 - June 2000
Job Senior Information Officer Fast IT and Enterprise Development Services at AXA US
Industry Insurance
Experience
AXA US Senior Information Officer - Fast IT and Enterprise Development ServicesAXA USJanuary 2014 - Present
AXA US February 2005 - December 2013
New York Mercantile Exchange October 1993 - October 2007
AXA US June 2000 - January 2005
Merrill Lynch November 1997 - June 2000
CR Bard July 1991 - September 1992
Skills
Insurance, Business Analysis, Project Management, Analysis, Program Management, SDLC, Vendor Management, Risk Management, Business Process..., Research, Development, Agile Methodologies, Cloud Applications, Portfolio Management, Customer Centric..., User Experience, Digital Strategy, Business Strategy, Business Transformation, CMMI, PaaS, IaaS, WebSphere Portal, Digital Distribution, Digital Marketing, Straight Through..., E-commerce, Iterative Methodologies, Iterative Design, Java, Metrics, Online Lead Generation, Direct Sales, Team Management, Wholesale, Innovation Development, Scrum, Executive Management, organizational...
Education
Pace University-New York 1994 — 1997
Management Information Systems, General
United States Air Force 1990 — 1996
Certified Aircrew - Loadmaster, Loadmaster
Chubb Institute of Technology 1992 — 1993
Technology Degree, Computer Programming/Programmer, General
AXA US Senior Information Officer - Fast IT and Enterprise Development ServicesAXA USJanuary 2014 - Present
AXA US February 2005 - December 2013
New York Mercantile Exchange October 1993 - October 2007
AXA US June 2000 - January 2005
Merrill Lynch November 1997 - June 2000
CR Bard July 1991 - September 1992
Skills
Insurance, Business Analysis, Project Management, Analysis, Program Management, SDLC, Vendor Management, Risk Management, Business Process..., Research, Development, Agile Methodologies, Cloud Applications, Portfolio Management, Customer Centric..., User Experience, Digital Strategy, Business Strategy, Business Transformation, CMMI, PaaS, IaaS, WebSphere Portal, Digital Distribution, Digital Marketing, Straight Through..., E-commerce, Iterative Methodologies, Iterative Design, Java, Metrics, Online Lead Generation, Direct Sales, Team Management, Wholesale, Innovation Development, Scrum, Executive Management, organizational...
Education
Pace University-New York 1994 — 1997
Management Information Systems, General
United States Air Force 1990 — 1996
Certified Aircrew - Loadmaster, Loadmaster
Chubb Institute of Technology 1992 — 1993
Technology Degree, Computer Programming/Programmer, General
Andy Raffa's Merrill Lynch Experience November 2006 - December 2007
Job If you're not moving forward, you're moving backwards
Industry Sports
Experience
Seattle Mariners August 2014 - Present
Players Edge Baseball Academy November 2010 - April 2015
Merrill Lynch November 2006 - December 2007
Morgan Stanley May 2000 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Management, Budgets, Social Networking, Event Planning, Public Speaking, Financial Analysis, Marketing, New Business Development, Project Management, Sales, Team Building, Social Media, Facebook, Marketing Strategy, Leadership, Sports, Sports Marketing, Sales Management, Event Management, Social Media Marketing, Public Relations, Strategic Planning, Sports Management, Coaching, Finance, Athletics, Account Management
Education
Palm Beach Atlantic University 1995 — 1998
Bachelor of Science (BS), History
Olympic Heights High School 1991 — 1994
Seattle Mariners August 2014 - Present
Players Edge Baseball Academy November 2010 - April 2015
Merrill Lynch November 2006 - December 2007
Morgan Stanley May 2000 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Management, Budgets, Social Networking, Event Planning, Public Speaking, Financial Analysis, Marketing, New Business Development, Project Management, Sales, Team Building, Social Media, Facebook, Marketing Strategy, Leadership, Sports, Sports Marketing, Sales Management, Event Management, Social Media Marketing, Public Relations, Strategic Planning, Sports Management, Coaching, Finance, Athletics, Account Management
Education
Palm Beach Atlantic University 1995 — 1998
Bachelor of Science (BS), History
Olympic Heights High School 1991 — 1994
Peter O`Connor Peter O`Connor's Merrill Lynch Experience May 2015 - Present
Job Attended Pace University Lubin School of Business
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Education
Pace University - Lubin School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Merrill Lynch May 2015 - Present
Education
Pace University - Lubin School of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Maya Rozenblat Maya Rozenblat's Merrill Lynch Experience April 2005 - June 2006
Job Data Governance
Industry Insurance
Experience
AIG August 2010 - Present
UBS Investment Bank October 2006 - November 2007
Merrill Lynch April 2005 - June 2006
JEFFERSON WELLS INTERNATIONAL February 2004 - April 2005
AMERICAN EXPRESS COMPANY July 1999 - April 2002
Skills
Business Analysis, Program Management, SDLC, Leadership, Project Management, Analysis, Agile Methodologies, Business Process..., Finance, IT Management, Insurance, Management, Analytics, Property, PMO, Risk Management, Underwriting, Reinsurance, Strategy
Education
Pace University - Lubin School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Investment Management
St.Petersburg State Economics Academia 1988 — 1993
Bachelor's Degree, Bachelor of Science in Information Systems
AIG August 2010 - Present
UBS Investment Bank October 2006 - November 2007
Merrill Lynch April 2005 - June 2006
JEFFERSON WELLS INTERNATIONAL February 2004 - April 2005
AMERICAN EXPRESS COMPANY July 1999 - April 2002
Skills
Business Analysis, Program Management, SDLC, Leadership, Project Management, Analysis, Agile Methodologies, Business Process..., Finance, IT Management, Insurance, Management, Analytics, Property, PMO, Risk Management, Underwriting, Reinsurance, Strategy
Education
Pace University - Lubin School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Investment Management
St.Petersburg State Economics Academia 1988 — 1993
Bachelor's Degree, Bachelor of Science in Information Systems
Leucio Iacobelli's Merrill Lynch Experience September 2013 - September 2014
Job Director Global Market Making at Arxis Capital Group
Industry Financial Services
Experience
Arxis Capital Group LLC September 2014 - Present
Merrill Lynch September 2013 - September 2014
Cuttone & Co. November 2011 - September 2013
AlgoPartners, LLC November 2011 - April 2013
Surge Trading Inc. October 2010 - September 2011
Murphy & Durieu December 2008 - August 2010
UBS Investment Bank May 2003 - October 2008
Knight Trading Group 1996 - 2003
Prudential Securities 1988 - 1996
Dean Witter Reynolds 1983 - 1987
Skills
Stock Trading, Trading Platforms, Stock Exchange, Wall Street, Day Trading, Equity Swaps, Stock Market, Market Structure, Proprietary Trading, Trade Execution, Indices, Electronic Trading, Smart Order Routing, Black Box, Market Making, Trading Technology, Online Trading, Equity Trading, Trading, Electronic Trading..., Series 7, FINRA
Education
Pace University - Lubin School of Business 1985 — 1988
New York University - Leonard N. Stern School of Business 1982 — 1985
Finance
Arxis Capital Group LLC September 2014 - Present
Merrill Lynch September 2013 - September 2014
Cuttone & Co. November 2011 - September 2013
AlgoPartners, LLC November 2011 - April 2013
Surge Trading Inc. October 2010 - September 2011
Murphy & Durieu December 2008 - August 2010
UBS Investment Bank May 2003 - October 2008
Knight Trading Group 1996 - 2003
Prudential Securities 1988 - 1996
Dean Witter Reynolds 1983 - 1987
Skills
Stock Trading, Trading Platforms, Stock Exchange, Wall Street, Day Trading, Equity Swaps, Stock Market, Market Structure, Proprietary Trading, Trade Execution, Indices, Electronic Trading, Smart Order Routing, Black Box, Market Making, Trading Technology, Online Trading, Equity Trading, Trading, Electronic Trading..., Series 7, FINRA
Education
Pace University - Lubin School of Business 1985 — 1988
New York University - Leonard N. Stern School of Business 1982 — 1985
Finance
Anthony Sanfratello's Merrill Lynch Experience May 2013 - August 2013
Job J.D. Candidate at Pace University School of Law
Industry Law Practice
Experience
Merrill Lynch May 2013 - August 2013
Skills
Wealth Management, Time Management, Social Networking, Social Media, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Bloomberg, Research, Teamwork
Education
Pace University School of Law 2015 — 2018
Doctor of Law (J.D.)
Quinnipiac University 2011 — 2015
Merrill Lynch May 2013 - August 2013
Skills
Wealth Management, Time Management, Social Networking, Social Media, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Bloomberg, Research, Teamwork
Education
Pace University School of Law 2015 — 2018
Doctor of Law (J.D.)
Quinnipiac University 2011 — 2015
Nick Colonna Nick Colonna's Merrill Lynch Experience September 2008 - December 2009
Job Senior Quantitative Risk Analyst at USAA
Industry Financial Services
Experience
USAA May 2013 - Present
Bank of America Merrill Lynch December 2009 - April 2013
Merrill Lynch September 2008 - December 2009
American Express June 2008 - August 2008
Skills
Finance, Bloomberg, Derivatives, Bloomberg Terminal, Fixed Income, Financial Modeling, Microsoft Office, Equities, VBA, Financial Analysis, Valuation, Capital Markets, Microsoft Excel, Investment Banking, Data Analysis, Product Control, Access, CDS, Trading, Swaps, Financial Reporting, Statistics, Business Analysis, Dodd-Frank, CCAR, Risk Management, Stress Testing, Credit, Hedge Funds
Education
Pace University - Lubin School of Business
BBA, Finance, Summa Cum Laude
USAA May 2013 - Present
Bank of America Merrill Lynch December 2009 - April 2013
Merrill Lynch September 2008 - December 2009
American Express June 2008 - August 2008
Skills
Finance, Bloomberg, Derivatives, Bloomberg Terminal, Fixed Income, Financial Modeling, Microsoft Office, Equities, VBA, Financial Analysis, Valuation, Capital Markets, Microsoft Excel, Investment Banking, Data Analysis, Product Control, Access, CDS, Trading, Swaps, Financial Reporting, Statistics, Business Analysis, Dodd-Frank, CCAR, Risk Management, Stress Testing, Credit, Hedge Funds
Education
Pace University - Lubin School of Business
BBA, Finance, Summa Cum Laude
Reilly Adams, MBA Reilly Adams, MBA's Merrill Lynch Experience February 2011 - February 2012
Job Business Development Manager/ Consultant at Harrington Financial Group
Industry Financial Services
Experience
Harrington Financial Group February 2012 - June 2013
Merrill Lynch February 2011 - February 2012
Roxys Pub November 2009 - October 2011
Skills
Finance, Business Development, New Business Development, Sales, Sales Management, Team Leadership, Hedge Funds, Private Equity, Banking, Investments, Risk Management, Business Analysis, Strategy, Financial Analysis, CRM, Leadership, Strategic Planning
Education
Palm Beach Atlantic University 2009 — 2010
Graduate, Masters of Business Administration
Salisbury University - Perdue School of Business 2005 — 2008
Bachelor of Science, Finance
Harrington Financial Group February 2012 - June 2013
Merrill Lynch February 2011 - February 2012
Roxys Pub November 2009 - October 2011
Skills
Finance, Business Development, New Business Development, Sales, Sales Management, Team Leadership, Hedge Funds, Private Equity, Banking, Investments, Risk Management, Business Analysis, Strategy, Financial Analysis, CRM, Leadership, Strategic Planning
Education
Palm Beach Atlantic University 2009 — 2010
Graduate, Masters of Business Administration
Salisbury University - Perdue School of Business 2005 — 2008
Bachelor of Science, Finance
Kristen Frederick Kristen Frederick's Merrill Lynch Experience November 2004 - December 2006
Job Chief Financial Officer
Industry
Experience
Torreya Partners 2007 - Present
Cowen and Company January 2006 - January 2007
Merrill Lynch November 2004 - December 2006
Skills
Mergers, Corporate Finance, Marketing, Business Strategy, Due Diligence, Finance, Financial Analysis, Investment Banking, Mergers, Start-ups, Strategic Planning, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Strategic Financial...
Education
Pace University-New York 2010 — 2012
Master of Business Administration (MBA)
University of Delaware 1999 — 2003
Bachelor of Science (BS), Marketing
Torreya Partners 2007 - Present
Cowen and Company January 2006 - January 2007
Merrill Lynch November 2004 - December 2006
Skills
Mergers, Corporate Finance, Marketing, Business Strategy, Due Diligence, Finance, Financial Analysis, Investment Banking, Mergers, Start-ups, Strategic Planning, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Strategic Financial...
Education
Pace University-New York 2010 — 2012
Master of Business Administration (MBA)
University of Delaware 1999 — 2003
Bachelor of Science (BS), Marketing
Lloyd G. Campbell, II - CRISC, CISA, ITIL-F Lloyd G. Campbell, II - CRISC, CISA, ITIL-F's Merrill Lynch Experience September 1995 - May 2003
Job Program Manager, InfoSec Project Delivery and Governance at DTCC
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation March 2015 - Present
FAIR Health Inc. January 2013 - February 2015
Manulife Financial / John Hancock January 2012 - July 2012
Bank of America January 2010 - September 2011
BIT Consulting February 2009 - December 2009
OpenLink Financial, Inc September 2007 - January 2009
Citigroup / Global Wealth Management Group January 2007 - June 2007
Standard & Poor's / Structured Finance Division June 2006 - October 2006
BIT Consulting July 2003 - January 2006
Merrill Lynch September 1995 - May 2003
Education
Hostra University 2009 — 2009
PMP Advanced Certificate, Project Management
Pace University-New York 1986 — 1987
Master's degree, Computer Science, 3.5
Pace University-New York 1980 — 1985
Bachelor's degree, Computer Science, 3.0
The Depository Trust & Clearing Corporation March 2015 - Present
FAIR Health Inc. January 2013 - February 2015
Manulife Financial / John Hancock January 2012 - July 2012
Bank of America January 2010 - September 2011
BIT Consulting February 2009 - December 2009
OpenLink Financial, Inc September 2007 - January 2009
Citigroup / Global Wealth Management Group January 2007 - June 2007
Standard & Poor's / Structured Finance Division June 2006 - October 2006
BIT Consulting July 2003 - January 2006
Merrill Lynch September 1995 - May 2003
Education
Hostra University 2009 — 2009
PMP Advanced Certificate, Project Management
Pace University-New York 1986 — 1987
Master's degree, Computer Science, 3.5
Pace University-New York 1980 — 1985
Bachelor's degree, Computer Science, 3.0
John Motto, MBA John Motto, MBA's Merrill Lynch Experience January 2008 - August 2008
Job Client Finance, Financial Analyst, FP&A, Research Analyst, Sales Analyst, Budget Manager, Revenue Analyst
Industry Broadcast Media
Experience
Resolution Media August 2013 - Present
Maxus Global March 2012 - September 2014
M. Shanken Communications January 2009 - March 2012
Merrill Lynch January 2008 - August 2008
HSBC August 2006 - December 2006
Skills
Financial Analysis, Forecasting, Market Research, Sales Management, Equity Research, Pricing, Research, Strategic Planning, Budget, Data Analysis, Analysis, Contract Negotiation, Financial Modeling, Budgets, Competitive Analysis, Management, Marketing, Microsoft Excel, Finance, Microsoft Office
Education
Pace University - Lubin School of Business 2010 — 2012
MBA, Investment & Financial Management
State University of New York College at Brockport 2004 — 2008
Bachelor's of Science, International Business and Economics
Proctor High School
Resolution Media August 2013 - Present
Maxus Global March 2012 - September 2014
M. Shanken Communications January 2009 - March 2012
Merrill Lynch January 2008 - August 2008
HSBC August 2006 - December 2006
Skills
Financial Analysis, Forecasting, Market Research, Sales Management, Equity Research, Pricing, Research, Strategic Planning, Budget, Data Analysis, Analysis, Contract Negotiation, Financial Modeling, Budgets, Competitive Analysis, Management, Marketing, Microsoft Excel, Finance, Microsoft Office
Education
Pace University - Lubin School of Business 2010 — 2012
MBA, Investment & Financial Management
State University of New York College at Brockport 2004 — 2008
Bachelor's of Science, International Business and Economics
Proctor High School
Michael La Stella's Merrill Lynch Experience June 2007 - August 2007
Job Real Estate Agent
Industry Real Estate
Experience
Weichert, Realtors March 2015 - Present
The Estee Lauder Companies September 2008 - July 2015
Merrill Lynch June 2007 - August 2007
Skills
Cosmetics, Beauty Industry, Finance, Luxury Goods, Fragrance, Skin Care, Analysis, Retail, Sales Management, Consumer Products
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.)
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Weichert, Realtors March 2015 - Present
The Estee Lauder Companies September 2008 - July 2015
Merrill Lynch June 2007 - August 2007
Skills
Cosmetics, Beauty Industry, Finance, Luxury Goods, Fragrance, Skin Care, Analysis, Retail, Sales Management, Consumer Products
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.)
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Cavin Parrilla Cavin Parrilla's Merrill Lynch Experience October 2000 - May 2002
Job Legal Technology Analyst at Keller Rohrback
Industry Information Technology and Services
Experience
Keller Rohrback June 2012 - Present
Robert Half Technology June 2011 - June 2012
Avanade June 2011 - June 2011
JP Morgan Chase (formerly WaMu) March 2005 - January 2009
Apple One May 2002 - March 2005
Merrill Lynch October 2000 - May 2002
Almond & Associates October 2000 - May 2001
Bensussen Deutsch & Associates October 1998 - March 2000
Skills
C#, SQL, SQL database design, MySQL, PHP, PowerPoint, OLAP, OLTP, Excel, Access, Microsoft Excel
Education
Seattle Central Community College 2009 — 2011
AA, AAS-T, Database Administration
Pacific University 1990 — 1993
General
Ashmead College
CMT, Massage
Keller Rohrback June 2012 - Present
Robert Half Technology June 2011 - June 2012
Avanade June 2011 - June 2011
JP Morgan Chase (formerly WaMu) March 2005 - January 2009
Apple One May 2002 - March 2005
Merrill Lynch October 2000 - May 2002
Almond & Associates October 2000 - May 2001
Bensussen Deutsch & Associates October 1998 - March 2000
Skills
C#, SQL, SQL database design, MySQL, PHP, PowerPoint, OLAP, OLTP, Excel, Access, Microsoft Excel
Education
Seattle Central Community College 2009 — 2011
AA, AAS-T, Database Administration
Pacific University 1990 — 1993
General
Ashmead College
CMT, Massage
Mike Hale Sr. Mike Hale Sr.'s Merrill Lynch Experience September 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Insurance
Experience
Merrill Lynch September 2012 - Present
US Health Advisors July 2009 - September 2012
Health Markets December 2002 - June 2009
Health Markets December 2002 - June 2009
Health Markets February 1995 - December 2002
Skills
Insurance, Health, Medicare Supplements, Term Life Insurance, Disability Insurance, Annuities, Critical Illness, Health Insurance, Accident, Dental, Retirement, Sales Management, Fixed Annuities, Universal Life, Medicare, Life Insurance, Property & Casualty..., Long-term Care, Commercial Insurance, Long Term Care Insurance, Health Savings Accounts, Claim, Group Insurance, Training, Commercial Lines, Dentistry, Wealth, Whole Life, Employee Benefits, Underwriting, Small Business, General Insurance, Legal Liability, Casualty, Agents, Umbrella Insurance, Series 6, Sales, Workers Compensation, Strategic Financial..., Brokers, Coaching, Retirement Planning, Financial Planners, Professional Liability, IRAs, Liability, 401k, Cold Calling, Income Protection
Education
Pacific Lutheran University
Bachelor of Science, Mathematics
Merrill Lynch September 2012 - Present
US Health Advisors July 2009 - September 2012
Health Markets December 2002 - June 2009
Health Markets December 2002 - June 2009
Health Markets February 1995 - December 2002
Skills
Insurance, Health, Medicare Supplements, Term Life Insurance, Disability Insurance, Annuities, Critical Illness, Health Insurance, Accident, Dental, Retirement, Sales Management, Fixed Annuities, Universal Life, Medicare, Life Insurance, Property & Casualty..., Long-term Care, Commercial Insurance, Long Term Care Insurance, Health Savings Accounts, Claim, Group Insurance, Training, Commercial Lines, Dentistry, Wealth, Whole Life, Employee Benefits, Underwriting, Small Business, General Insurance, Legal Liability, Casualty, Agents, Umbrella Insurance, Series 6, Sales, Workers Compensation, Strategic Financial..., Brokers, Coaching, Retirement Planning, Financial Planners, Professional Liability, IRAs, Liability, 401k, Cold Calling, Income Protection
Education
Pacific Lutheran University
Bachelor of Science, Mathematics
Tylor McManis's Merrill Lynch Experience February 2013 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
US Navy October 2007 - January 2011
Skills
Financial Reporting, Financial Analysis, Retirement Planning, Wealth Management, Military, Outlook, Microsoft Office, Microsoft Excel, Salesforce.com, Accounting, Auditing, Tax, Financial Accounting, Financial Planning, Microsoft Word, Customer Service, Investments, Financial Modeling
Education
Palm Beach Atlantic University 2011 — 2014
Accounting and Finance
Merrill Lynch February 2013 - Present
US Navy October 2007 - January 2011
Skills
Financial Reporting, Financial Analysis, Retirement Planning, Wealth Management, Military, Outlook, Microsoft Office, Microsoft Excel, Salesforce.com, Accounting, Auditing, Tax, Financial Accounting, Financial Planning, Microsoft Word, Customer Service, Investments, Financial Modeling
Education
Palm Beach Atlantic University 2011 — 2014
Accounting and Finance
Cheryl DePeri Savas Cheryl DePeri Savas's Merrill Lynch Experience July 2005 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2005 - Present
Merrill Lynch September 1996 - July 2005
Merrill Lynch October 1993 - September 1996
Guard Technologies, Inc February 1992 - October 1993
Skills
Payroll, Management, Human Resources, Mutual Funds, FINRA, Training, Administrative..., Financial Advisory, Finance
Education
Palm Beach Community College 1990 — 1991
Business Communications
Merrill Lynch July 2005 - Present
Merrill Lynch September 1996 - July 2005
Merrill Lynch October 1993 - September 1996
Guard Technologies, Inc February 1992 - October 1993
Skills
Payroll, Management, Human Resources, Mutual Funds, FINRA, Training, Administrative..., Financial Advisory, Finance
Education
Palm Beach Community College 1990 — 1991
Business Communications
Larry Caminiti's Merrill Lynch Experience 1995 - 2000
Job
Industry Information Technology and Services
Experience
Broadridge Financial Solutions - via TSR Consulting 2014 - July 2014
Morgan Stanley December 2007 - March 2014
Enterprise Engineering Inc. June 2000 - June 2007
Merrill Lynch 1995 - 2000
Kidder Peabody 1989 - 1995
Skills
Equities, Fixed Income, Vendor Management, Risk Management, SDLC, Financial Services, Governance, Business Analysis, Trading Systems, Project Management, Program Management, Electronic Trading, Derivatives, Business Continuity, Leadership, IT Strategy, Executive Management, Investment Banking, Enterprise Architecture, Securities, Asset Management, Project Portfolio..., Strategic Planning, Management Consulting, Portfolio Management, Business Process..., Strategy, Capital Markets, Business Intelligence, PMO, Prime Brokerage, Disaster Recovery, Wealth Management, Market Data, Software Project..., Management, Change Management, Business Strategy, Reference Data, Middle Office, Hedge Funds, IT Operations
Education
Pace University - Lubin School of Business 1979 — 1985
BBA, Management Information Systems
Broadridge Financial Solutions - via TSR Consulting 2014 - July 2014
Morgan Stanley December 2007 - March 2014
Enterprise Engineering Inc. June 2000 - June 2007
Merrill Lynch 1995 - 2000
Kidder Peabody 1989 - 1995
Skills
Equities, Fixed Income, Vendor Management, Risk Management, SDLC, Financial Services, Governance, Business Analysis, Trading Systems, Project Management, Program Management, Electronic Trading, Derivatives, Business Continuity, Leadership, IT Strategy, Executive Management, Investment Banking, Enterprise Architecture, Securities, Asset Management, Project Portfolio..., Strategic Planning, Management Consulting, Portfolio Management, Business Process..., Strategy, Capital Markets, Business Intelligence, PMO, Prime Brokerage, Disaster Recovery, Wealth Management, Market Data, Software Project..., Management, Change Management, Business Strategy, Reference Data, Middle Office, Hedge Funds, IT Operations
Education
Pace University - Lubin School of Business 1979 — 1985
BBA, Management Information Systems
Roy Trieu's Merrill Lynch Experience August 2007 - Present
Job Sr. Developer at TRG
Industry Computer Software
Experience
Merrill Lynch August 2007 - Present
Merrill Lynch Investment Managers 2007 - Present
TRG Management May 2003 - August 2007
THE ROHATYN GROUP 2005 - 2007
Merrill Lynch May 2000 - June 2003
Tiger Management LLC February 2000 - May 2000
Banker Trust Company January 1996 - January 2000
Education
Pace University - Lubin School of Business 1990 — 1997
Merrill Lynch August 2007 - Present
Merrill Lynch Investment Managers 2007 - Present
TRG Management May 2003 - August 2007
THE ROHATYN GROUP 2005 - 2007
Merrill Lynch May 2000 - June 2003
Tiger Management LLC February 2000 - May 2000
Banker Trust Company January 1996 - January 2000
Education
Pace University - Lubin School of Business 1990 — 1997
Paul Gershten's Merrill Lynch Experience 1996 - 2000
Job Principal Member Application Staff at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless April 2001 - Present
Merrill Lynch 1996 - 2000
Prudential Mutual Fund Services January 1996 - December 1996
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2005
Verizon Wireless April 2001 - Present
Merrill Lynch 1996 - 2000
Prudential Mutual Fund Services January 1996 - December 1996
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2005
Aimee Zawilski's Merrill Lynch Experience June 2004 - Present
Job Analyst Relationship Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2004 - Present
Seattle Art Museum 1999 - 2004
Skills
Analysis, Analytics, Financial Accounting, Marketing, Social Media, Strategic Financial..., Strategic Planning, Strategy
Education
Pacific Lutheran University
Merrill Lynch June 2004 - Present
Seattle Art Museum 1999 - 2004
Skills
Analysis, Analytics, Financial Accounting, Marketing, Social Media, Strategic Financial..., Strategic Planning, Strategy
Education
Pacific Lutheran University
Richard Dachtera's Merrill Lynch Experience 1977 - September 2004
Job First Vice President at UBS financial services
Industry Financial Services
Experience
UBS Financial Services 2004 - Present
Merrill Lynch 1977 - September 2004
Education
Pace University - Lubin School of Business
MBA, Finance
UBS Financial Services 2004 - Present
Merrill Lynch 1977 - September 2004
Education
Pace University - Lubin School of Business
MBA, Finance
Matt Randolph's Merrill Lynch Experience 1999 - 2002
Job Associate Director, Portfolio Contracting at Russell Investments
Industry Investment Management
Experience
Russell Investments July 2004 - Present
BNY Mellon March 2003 - July 2004
Merrill Lynch 1999 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Management, Program Management, Soft Dollars, Prime Brokerage, Contract Negotiation, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Asset Managment, Investments, Compliance, Project Oversight, Finance, Commissioning Management, Management, Financial Operations, Foreign Exchange, ISDA, Futures, Databases, Supplier Negotiation, Vendor Management, Executive Reporting, Strategic Thinking, Strategic Planning, Business Strategy, Trading, Conflict Resolution, Commission Recapture, Options, Money Managers, Committees, Custodians, Trust Funds, Endowment Funds, Separately Managed..., UCITS, Fund Of Funds, Strategy, Bitcoin
Education
Pacific Lutheran University - School of Business 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Russell Investments July 2004 - Present
BNY Mellon March 2003 - July 2004
Merrill Lynch 1999 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Management, Program Management, Soft Dollars, Prime Brokerage, Contract Negotiation, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Asset Managment, Investments, Compliance, Project Oversight, Finance, Commissioning Management, Management, Financial Operations, Foreign Exchange, ISDA, Futures, Databases, Supplier Negotiation, Vendor Management, Executive Reporting, Strategic Thinking, Strategic Planning, Business Strategy, Trading, Conflict Resolution, Commission Recapture, Options, Money Managers, Committees, Custodians, Trust Funds, Endowment Funds, Separately Managed..., UCITS, Fund Of Funds, Strategy, Bitcoin
Education
Pacific Lutheran University - School of Business 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Nicholas Mattera's Merrill Lynch Experience March 1989 - December 1990
Job Principal, RPI
Industry Financial Services
Experience
Arxscan January 2008 - Present
RPI January 1999 - Present
JPMorgan Chase April 2001 - December 2011
D&N Management June 1997 - April 2001
W. R. GRACE & CO July 1994 - June 1997
W. R. GRACE & CO April 1992 - July 1994
W. R. GRACE & CO. January 1991 - April 1992
Merrill Lynch March 1989 - December 1990
Dun and Bradstreet (ERISCO) April 1988 - March 1989
Dun and Bradstreet (ERISCO) August 1985 - April 1988
Skills
SDLC, Resource Management, Budget, Software Documentation, Business Process, Testing, Vendor Management, Project Management, Business Analysis, Business Process..., Relationship Management, Process Improvement, Analysis, Integration, Banking, Financial Services, Management, Project Delivery, Quality Assurance, PMO, Human Resources, Budgets, Strategy, Business Requirements, Requirements Gathering, Leadership, Finance, Mergers & Acquisitions, Consulting
Education
Pace University - Lubin School of Business 1977 — 1981
Accounting/Finance
Arxscan January 2008 - Present
RPI January 1999 - Present
JPMorgan Chase April 2001 - December 2011
D&N Management June 1997 - April 2001
W. R. GRACE & CO July 1994 - June 1997
W. R. GRACE & CO April 1992 - July 1994
W. R. GRACE & CO. January 1991 - April 1992
Merrill Lynch March 1989 - December 1990
Dun and Bradstreet (ERISCO) April 1988 - March 1989
Dun and Bradstreet (ERISCO) August 1985 - April 1988
Skills
SDLC, Resource Management, Budget, Software Documentation, Business Process, Testing, Vendor Management, Project Management, Business Analysis, Business Process..., Relationship Management, Process Improvement, Analysis, Integration, Banking, Financial Services, Management, Project Delivery, Quality Assurance, PMO, Human Resources, Budgets, Strategy, Business Requirements, Requirements Gathering, Leadership, Finance, Mergers & Acquisitions, Consulting
Education
Pace University - Lubin School of Business 1977 — 1981
Accounting/Finance
Ignathea Barrett's Merrill Lynch Experience
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Fixed Income, Series 63, Equities, Hedge Funds, Series 7
Education
Pace University - Lubin School of Business 1997 — 2000
Merrill Lynch
Skills
Fixed Income, Series 63, Equities, Hedge Funds, Series 7
Education
Pace University - Lubin School of Business 1997 — 2000
Jerry Demner's Merrill Lynch Experience 1964 - 1966
Job Executive Assistant at QJCC
Industry Nonprofit Organization Management
Experience
QJCC Price waterhouse CoopersThe Home Insurance Company1997 - 2001
The Home Insurance Company 1997 - 2001
Price Waterhouse Coopers 1997 - 2001
The Home Insurance Company 1974 - 1997
Merrill Lynch 1964 - 1966
Education
Pace University - Lubin School of Business 1955 — 1962
Lincoln High School 1950 — 1955
General Studies
QJCC Price waterhouse CoopersThe Home Insurance Company1997 - 2001
The Home Insurance Company 1997 - 2001
Price Waterhouse Coopers 1997 - 2001
The Home Insurance Company 1974 - 1997
Merrill Lynch 1964 - 1966
Education
Pace University - Lubin School of Business 1955 — 1962
Lincoln High School 1950 — 1955
General Studies
Daniel Clune's Merrill Lynch Experience September 1988 - September 1989
Job President & CEO at Metaficient
Industry Information Technology and Services
Experience
Metaficient Technologies Inc November 2008 - Present
Fairway Financial January 1999 - March 2008
Wechsler & Co Inc 2000 - 2006
Paloma Partners 1994 - 1999
Paloma Partners 1994 - 1998
Greenwich Capital Markets August 1991 - February 1993
Merrill Lynch September 1988 - September 1989
Arthur Andersen 1985 - 1988
Skills
Project Management, Strategic Partnerships, New Business Development, Business Strategy, Product Development, Change Management, Operations Management, Business Analysis, Financial Analysis, Equities, Fixed Income, Portfolio Management, Risk Management, Process Improvement, Investment Banking, Hedge Funds, Investments, Capital Markets, Alternative Investments, Financial Modeling, Private Equity, Derivatives, Business Development, Due Diligence, Management Consulting, Strategic Planning, Financial Services, Mergers & Acquisitions
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1986
Bachelor of Science (B.S.), Public Accounting
Metaficient Technologies Inc November 2008 - Present
Fairway Financial January 1999 - March 2008
Wechsler & Co Inc 2000 - 2006
Paloma Partners 1994 - 1999
Paloma Partners 1994 - 1998
Greenwich Capital Markets August 1991 - February 1993
Merrill Lynch September 1988 - September 1989
Arthur Andersen 1985 - 1988
Skills
Project Management, Strategic Partnerships, New Business Development, Business Strategy, Product Development, Change Management, Operations Management, Business Analysis, Financial Analysis, Equities, Fixed Income, Portfolio Management, Risk Management, Process Improvement, Investment Banking, Hedge Funds, Investments, Capital Markets, Alternative Investments, Financial Modeling, Private Equity, Derivatives, Business Development, Due Diligence, Management Consulting, Strategic Planning, Financial Services, Mergers & Acquisitions
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1986
Bachelor of Science (B.S.), Public Accounting
Pilar Lopez-Rodriguez's Merrill Lynch Experience January 1991 - January 1996
Job Senior Project Manager
Industry Financial Services
Experience
Educational Testing Service (ETS) February 2012 - Present
Dow Jones 2011 - 2012
TEKSYSTEMS - FINANCIAL INSTITUTION November 2008 - March 2011
MetLife January 2006 - December 2008
MetLife January 1998 - December 2006
Merrill Lynch January 1991 - January 1996
Skills
SDLC, Project Management, Finacial Management, Change Management, Data Management, Vendor Management, Business Process..., User Acceptance Testing, Quality Assurance, Software Development, Outsourcing, CRM, Management, Project Planning, Databases, Testing, Leadership, Data Warehousing, Disaster Recovery, Team Management, Information Technology, PMO, Visio, Project Portfolio..., Requirements Gathering, Team Building, Requirements Analysis, IT Strategy, Software Project..., SharePoint, Business Process, Integration, Strategic Planning, Budgets, IT Management, MS Project, Project Delivery, Release Management, Risk Management, Data Modeling, Agile Methodologies, SQL, Cross-functional Team..., IT Service Management, Resource Management, Enterprise Architecture, Business Intelligence, Software Documentation, Governance, Infrastructure
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Educational Testing Service (ETS) February 2012 - Present
Dow Jones 2011 - 2012
TEKSYSTEMS - FINANCIAL INSTITUTION November 2008 - March 2011
MetLife January 2006 - December 2008
MetLife January 1998 - December 2006
Merrill Lynch January 1991 - January 1996
Skills
SDLC, Project Management, Finacial Management, Change Management, Data Management, Vendor Management, Business Process..., User Acceptance Testing, Quality Assurance, Software Development, Outsourcing, CRM, Management, Project Planning, Databases, Testing, Leadership, Data Warehousing, Disaster Recovery, Team Management, Information Technology, PMO, Visio, Project Portfolio..., Requirements Gathering, Team Building, Requirements Analysis, IT Strategy, Software Project..., SharePoint, Business Process, Integration, Strategic Planning, Budgets, IT Management, MS Project, Project Delivery, Release Management, Risk Management, Data Modeling, Agile Methodologies, SQL, Cross-functional Team..., IT Service Management, Resource Management, Enterprise Architecture, Business Intelligence, Software Documentation, Governance, Infrastructure
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Joseph Smurro's Merrill Lynch Experience 1994 - 1996
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
Janetta Levin's Merrill Lynch Experience August 2000 - October 2003
Job Vice President at BlackRock
Industry Human Resources
Experience
BlackRock December 2008 - Present
BlackRock March 2007 - December 2008
KPMG 2003 - 2006
Merrill Lynch August 2000 - October 2003
Skills
Equities, Employee Benefits, Project Management, Account Management, Asset Management, Expatriate Management, Asset Managment, Executive Pay, Vendor Management
Education
Pace University - Lubin School of Business 1997 — 2000
BBA, Finance
BlackRock December 2008 - Present
BlackRock March 2007 - December 2008
KPMG 2003 - 2006
Merrill Lynch August 2000 - October 2003
Skills
Equities, Employee Benefits, Project Management, Account Management, Asset Management, Expatriate Management, Asset Managment, Executive Pay, Vendor Management
Education
Pace University - Lubin School of Business 1997 — 2000
BBA, Finance
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
Luiza Sigaud's Merrill Lynch Experience June 2010 - Present
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Management Analyst
Pace University - Lubin School of Business 1995 — 1997
Master of Business Administration (MBA)
Universidade de São Paulo, Fundação Carlos Alberto Vanzolini 1990 — 1992
Post Graduate Certificate, Industrial Relations Management
Pontifícia Universidade Católica de São Paulo 1986 — 1989
BA, Social Work
Colégio Santa Cruz 1983 — 1985
Merrill Lynch June 2010 - Present
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Management Analyst
Pace University - Lubin School of Business 1995 — 1997
Master of Business Administration (MBA)
Universidade de São Paulo, Fundação Carlos Alberto Vanzolini 1990 — 1992
Post Graduate Certificate, Industrial Relations Management
Pontifícia Universidade Católica de São Paulo 1986 — 1989
BA, Social Work
Colégio Santa Cruz 1983 — 1985
Paolo Frisoli's Merrill Lynch Experience 1989 - 2005
Job Documentation Manager at SunGard
Industry Computer Software
Experience
SunGard May 2005 - Present
Merrill Lynch 1989 - 2005
Skills
Fixed Income, Equities, Hedge Funds, Trading Systems, Risk Management, Portfolio Management, Financial Services, Trading, Derivatives, Series 7, Bloomberg, Financial Markets, Capital Markets, Electronic Trading, Options
Education
Pace University - Lubin School of Business 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
SunGard May 2005 - Present
Merrill Lynch 1989 - 2005
Skills
Fixed Income, Equities, Hedge Funds, Trading Systems, Risk Management, Portfolio Management, Financial Services, Trading, Derivatives, Series 7, Bloomberg, Financial Markets, Capital Markets, Electronic Trading, Options
Education
Pace University - Lubin School of Business 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Henry DePaolis's Merrill Lynch Experience August 2003 - March 2005
Job Vice PresidentInstitutional Sales at FXCM
Industry Financial Services
Experience
FXCM Pro April 2005 - Present
Merrill Lynch August 2003 - March 2005
ABN AMRO October 2001 - April 2003
HSBC USA April 1993 - July 2001
Republic National Bank 1993 - 2001
Education
Pace University-Pleasantville/Briarcliff Campus 1978 — 1982
FXCM Pro April 2005 - Present
Merrill Lynch August 2003 - March 2005
ABN AMRO October 2001 - April 2003
HSBC USA April 1993 - July 2001
Republic National Bank 1993 - 2001
Education
Pace University-Pleasantville/Briarcliff Campus 1978 — 1982
Sal Parascandola's Merrill Lynch Experience August 1980 - November 1987
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
Marlon Kerzhner's Merrill Lynch Experience 2001 - 2002
Job Medical Service Sales Executive at ZocDoc
Industry Medical Practice
Experience
ZocDoc January 2013 - Present
Neurometrix August 2011 - December 2012
Pfizer Pharmaceuticals December 2009 - August 2011
Wyeth Pharmaceuticals April 2009 - November 2009
Sepracor, Inc July 2008 - March 2009
Wurth USA, Inc June 2006 - June 2008
Pyramid Management Group 2004 - 2005
Merrill Lynch 2001 - 2002
Skills
Pharmaceutical Sales, Sales Management, Market Planning, Territory, B2B, Medical Device Sales, Sales Operations, Medical Devices, Sales, Healthcare, Marketing Strategy, Product Launch, Managed Care, Leadership, Endocrinology, Diabetes, Marketing, Cold Calling, Cardiology, Pharmaceutical Industry, Strategy, Selling Skills, Selling, Training, Urology, Neurology, Sales Effectiveness, Market Development, Operating Room, Capital Equipment, OB/GYN
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration, Marketing; Marketing Management
ZocDoc January 2013 - Present
Neurometrix August 2011 - December 2012
Pfizer Pharmaceuticals December 2009 - August 2011
Wyeth Pharmaceuticals April 2009 - November 2009
Sepracor, Inc July 2008 - March 2009
Wurth USA, Inc June 2006 - June 2008
Pyramid Management Group 2004 - 2005
Merrill Lynch 2001 - 2002
Skills
Pharmaceutical Sales, Sales Management, Market Planning, Territory, B2B, Medical Device Sales, Sales Operations, Medical Devices, Sales, Healthcare, Marketing Strategy, Product Launch, Managed Care, Leadership, Endocrinology, Diabetes, Marketing, Cold Calling, Cardiology, Pharmaceutical Industry, Strategy, Selling Skills, Selling, Training, Urology, Neurology, Sales Effectiveness, Market Development, Operating Room, Capital Equipment, OB/GYN
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration, Marketing; Marketing Management
Roland Aviles's Merrill Lynch Experience May 2005 - July 2007
Job Regulatory Operations
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Nomura Securities International February 2010 - May 2014
Royal Bank of Scotland (formerly ABN AMRO) July 2007 - October 2009
Merrill Lynch May 2005 - July 2007
Morgan Stanley March 2004 - April 2005
Skills
Derivatives, Equities, Equity Trading, Trading, Settlement, Financial Risk, Middle Office, Fixed Income, Swaps, Bloomberg, Equity Derivatives, Structured Products, Hedge Funds, Capital Markets, Securities, Investments, Risk Management, Bonds, Options, Prime Brokerage, Investment Banking
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Science, Marketing / Advertising and Promotion
Morgan Stanley May 2014 - Present
Nomura Securities International February 2010 - May 2014
Royal Bank of Scotland (formerly ABN AMRO) July 2007 - October 2009
Merrill Lynch May 2005 - July 2007
Morgan Stanley March 2004 - April 2005
Skills
Derivatives, Equities, Equity Trading, Trading, Settlement, Financial Risk, Middle Office, Fixed Income, Swaps, Bloomberg, Equity Derivatives, Structured Products, Hedge Funds, Capital Markets, Securities, Investments, Risk Management, Bonds, Options, Prime Brokerage, Investment Banking
Education
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Science, Marketing / Advertising and Promotion
Theresa Reller's Merrill Lynch Experience May 2004 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch May 2004 - July 2008
Merrill Lynch Global Private Client Group May 2004 - July 2008
H&M International Transport Inc May 2002 - June 2003
Roadhouse Grill, Inc September 1999 - April 2002
Education
Palm Beach Community College
Associate, Science
Palm Beach Community College
Science
Merrill Lynch May 2004 - July 2008
Merrill Lynch Global Private Client Group May 2004 - July 2008
H&M International Transport Inc May 2002 - June 2003
Roadhouse Grill, Inc September 1999 - April 2002
Education
Palm Beach Community College
Associate, Science
Palm Beach Community College
Science
Ross Kvilovski's Merrill Lynch Experience June 2005 - February 2009
Job Director Market Risk Management at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. October 2013 - Present
TD Securities November 2009 - October 2013
Merrill Lynch June 2005 - February 2009
Bank of America Merrill Lynch 2009 - 2009
Deutsche Bank August 2003 - June 2005
Skills
Bloomberg, VBA, Summit, PowerPoint, Access, Word, CDS, ABS, Swaps, MBS, Credit Derivatives, Interest Rate..., Fixed Income, Derivatives, Capital Markets, Securities, CDO, Market Risk, Financial Analysis, Risk Management, Stress Testing, Bonds, Structured Products, Interest Rate Risk..., CMBS, VAR, Risk, Swaptions, Fixed Income Products, Rates, Financial Risk, Interest Rate Swaps, Valuation, Credit
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Economics
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance
Edward R Murrow 1995 — 1999
High School
Ally Financial Inc. October 2013 - Present
TD Securities November 2009 - October 2013
Merrill Lynch June 2005 - February 2009
Bank of America Merrill Lynch 2009 - 2009
Deutsche Bank August 2003 - June 2005
Skills
Bloomberg, VBA, Summit, PowerPoint, Access, Word, CDS, ABS, Swaps, MBS, Credit Derivatives, Interest Rate..., Fixed Income, Derivatives, Capital Markets, Securities, CDO, Market Risk, Financial Analysis, Risk Management, Stress Testing, Bonds, Structured Products, Interest Rate Risk..., CMBS, VAR, Risk, Swaptions, Fixed Income Products, Rates, Financial Risk, Interest Rate Swaps, Valuation, Credit
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Economics
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance
Edward R Murrow 1995 — 1999
High School
Sal Ferro Sr.'s Merrill Lynch Experience August 1980 - June 2001
Job President at Ferro Consulting, LLC
Industry Information Technology and Services
Experience
Ferro Consulting, LLC RegistrarBusiness Informatics Center2007 - Present
Merrill Lynch August 1980 - June 2001
Skills
Process Improvement, SDLC, Business Analysis, Program Management, Vendor Management, Change Management, IT Strategy, Strategic Planning
Education
Pace University - Lubin School of Business 1965 — 1970
BBA, Accounting & Information Systems
Ferro Consulting, LLC RegistrarBusiness Informatics Center2007 - Present
Merrill Lynch August 1980 - June 2001
Skills
Process Improvement, SDLC, Business Analysis, Program Management, Vendor Management, Change Management, IT Strategy, Strategic Planning
Education
Pace University - Lubin School of Business 1965 — 1970
BBA, Accounting & Information Systems
Jeccy Heng's Merrill Lynch Experience May 2006 - April 2008
Job Fund Accountant at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase June 2012 - Present
KPMG October 2010 - May 2012
Goldman Sachs November 2008 - May 2010
KPMG June 2008 - August 2008
Merrill Lynch May 2006 - April 2008
Education
Pace University - Lubin School of Business
BBA/MBA, Public Accounting
JPMorgan Chase June 2012 - Present
KPMG October 2010 - May 2012
Goldman Sachs November 2008 - May 2010
KPMG June 2008 - August 2008
Merrill Lynch May 2006 - April 2008
Education
Pace University - Lubin School of Business
BBA/MBA, Public Accounting
Lucy Khayut's Merrill Lynch Experience February 2005 - February 2010
Job Local Currency Trading at Bank of America
Industry Financial Services
Experience
Bank of America Merill Lynch February 2010 - Present
Merrill Lynch February 2005 - February 2010
Morgan Stanley January 2004 - January 2005
Skills
Derivatives, FX, Fixed Income, Bloomberg, Capital Markets, Interest Rate..., Credit Derivatives, Middle Office, Structured Products, Options, Emerging Markets, Rates, Settlement, Operational Risk, Trading Systems, Securities, FX Options, Market Risk, Bonds, Prime Brokerage, Swaps, Financial Markets, Interest Rate Swaps, Foreign Exchange, Product Control
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Dual Major in Finance & Management Science, Minor in Mathematics
Bank of America Merill Lynch February 2010 - Present
Merrill Lynch February 2005 - February 2010
Morgan Stanley January 2004 - January 2005
Skills
Derivatives, FX, Fixed Income, Bloomberg, Capital Markets, Interest Rate..., Credit Derivatives, Middle Office, Structured Products, Options, Emerging Markets, Rates, Settlement, Operational Risk, Trading Systems, Securities, FX Options, Market Risk, Bonds, Prime Brokerage, Swaps, Financial Markets, Interest Rate Swaps, Foreign Exchange, Product Control
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Dual Major in Finance & Management Science, Minor in Mathematics
Anna Renna's Merrill Lynch Experience June 1985 - April 1997
Job Vice President at Bank of NY Mellon
Industry Financial Services
Experience
Bank of NY Mellon May 1997 - Present
Merrill Lynch June 1985 - April 1997
Touche Ross October 1983 - May 1985
Education
Pace University-New York 1981 — 1985
Bachelor's Degree, Management Information Systems, General
Bank of NY Mellon May 1997 - Present
Merrill Lynch June 1985 - April 1997
Touche Ross October 1983 - May 1985
Education
Pace University-New York 1981 — 1985
Bachelor's Degree, Management Information Systems, General
Ken Hesthag's Merrill Lynch Experience June 2007 - Present
Job VP Americas Lending Services & Operations at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Merrill Lynch April 2006 - June 2007
Merrill Lynch August 1998 - April 2006
Merrill Lynch April 1996 - August 1998
Merrill Lynch April 1993 - April 1996
Merrill Lynch October 1991 - April 1993
Merrill Lynch July 1985 - September 1991
Skills
Management, Banking, Series 7, Project Management, Financial Risk, Financial Services, Financial Analysis, SDLC, Trading, Options, Equities, FINRA, Wealth Management, Fixed Income, Securities, Accounting, Analysis, Risk Management, Series 63, Portfolio Management
Education
Pace University - Lubin School of Business
Merrill Lynch June 2007 - Present
Merrill Lynch April 2006 - June 2007
Merrill Lynch August 1998 - April 2006
Merrill Lynch April 1996 - August 1998
Merrill Lynch April 1993 - April 1996
Merrill Lynch October 1991 - April 1993
Merrill Lynch July 1985 - September 1991
Skills
Management, Banking, Series 7, Project Management, Financial Risk, Financial Services, Financial Analysis, SDLC, Trading, Options, Equities, FINRA, Wealth Management, Fixed Income, Securities, Accounting, Analysis, Risk Management, Series 63, Portfolio Management
Education
Pace University - Lubin School of Business
Howard German's Merrill Lynch Experience May 1988 - October 2006
Job Citigroup
Industry Banking
Experience
Citigroup September 2010 - Present
SunGard Availability Services February 2009 - September 2010
BlackRock October 2006 - December 2008
Merrill Lynch May 1988 - October 2006
Skills
Alternative Investments, Asset Management, Budgets, Business Analysis, Business Intelligence, Enterprise Architecture, Integration, PMO, Private Equity, Project Management, SDLC, Six Sigma
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Citigroup September 2010 - Present
SunGard Availability Services February 2009 - September 2010
BlackRock October 2006 - December 2008
Merrill Lynch May 1988 - October 2006
Skills
Alternative Investments, Asset Management, Budgets, Business Analysis, Business Intelligence, Enterprise Architecture, Integration, PMO, Private Equity, Project Management, SDLC, Six Sigma
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Blake Parrish's Merrill Lynch Experience January 2011 - February 2013
Job Conservative Practitioner | Financial Matters |
Industry Investment Management
Experience
B P Financial Associates January 2013 - Present
Merrill Lynch January 2011 - February 2013
Morgan Stanley Smith Barney 2009 - 2011
The Ritz-Carlton Hotel Company LLC April 2005 - January 2008
Old Marsh Golf Club 2000 - 2005
Nantucket Golf Club 2004 - 2004
Skills
Investments, Portfolio Management, Risk Management
Education
University of Oregon 1996 — 1997
Pacific University 1994 — 1995
B P Financial Associates January 2013 - Present
Merrill Lynch January 2011 - February 2013
Morgan Stanley Smith Barney 2009 - 2011
The Ritz-Carlton Hotel Company LLC April 2005 - January 2008
Old Marsh Golf Club 2000 - 2005
Nantucket Golf Club 2004 - 2004
Skills
Investments, Portfolio Management, Risk Management
Education
University of Oregon 1996 — 1997
Pacific University 1994 — 1995
Steven Rakhmanov's Merrill Lynch Experience August 2007 - January 2009
Job Accounting/Finance Specialist
Industry Accounting
Experience
Green Key Resources May 2014 - Present
Rosa Mexicano Restaurants February 2013 - April 2014
Top Brgr November 2010 - January 2013
Merrill Lynch August 2007 - January 2009
JPMChase/Bank of New York March 2006 - August 2007
International Council of Shopping Centers November 2003 - February 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, GAAP, Fixed Assets, Cash Flow, Balance, Bloomberg, QuickBooks, Forecasting, Financial Statements, Financial Accounting, Microsoft Excel, Journal Entries, Bank Reconciliation, Accruals, Analysis, Auditing, Budgets
Education
Pace University - Lubin School of Business 1998 — 2003
B.B.A, Accounting, Law
Pace University - Lubin School of Business 1998 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Edward R. Murrow High School 1994 — 1998
Honors, Mathematics, Law
H&R Block Tax Preparer
Green Key Resources May 2014 - Present
Rosa Mexicano Restaurants February 2013 - April 2014
Top Brgr November 2010 - January 2013
Merrill Lynch August 2007 - January 2009
JPMChase/Bank of New York March 2006 - August 2007
International Council of Shopping Centers November 2003 - February 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, GAAP, Fixed Assets, Cash Flow, Balance, Bloomberg, QuickBooks, Forecasting, Financial Statements, Financial Accounting, Microsoft Excel, Journal Entries, Bank Reconciliation, Accruals, Analysis, Auditing, Budgets
Education
Pace University - Lubin School of Business 1998 — 2003
B.B.A, Accounting, Law
Pace University - Lubin School of Business 1998 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Edward R. Murrow High School 1994 — 1998
Honors, Mathematics, Law
H&R Block Tax Preparer
Paula Siwczak's Merrill Lynch Experience 1996 - 2004
Job Q/A Reporting Manager at Vodafone
Industry Management Consulting
Experience
Vodafone April 2013 - Present
UBS January 2009 - March 2013
UBS 2009 - 2009
iX Partners 2004 - 2008
Capital Access 2004 - 2006
Merrill Lynch 1996 - 2004
Technimetrics 1990 - 1994
Skills
Business Analysis, Market Data, Marketing Communications, Analysis, Change Management, Disaster Recovery, Financial Services, IT Service Management, Incident Management, Marketing, Leadership, Program Management, Project Management, SDLC
Education
Pace University - Lubin School of Business
MBA, Organizational Behavior & Development
Saint Peter's College
BS, Business Management
Vodafone April 2013 - Present
UBS January 2009 - March 2013
UBS 2009 - 2009
iX Partners 2004 - 2008
Capital Access 2004 - 2006
Merrill Lynch 1996 - 2004
Technimetrics 1990 - 1994
Skills
Business Analysis, Market Data, Marketing Communications, Analysis, Change Management, Disaster Recovery, Financial Services, IT Service Management, Incident Management, Marketing, Leadership, Program Management, Project Management, SDLC
Education
Pace University - Lubin School of Business
MBA, Organizational Behavior & Development
Saint Peter's College
BS, Business Management
Joe Varnas's Merrill Lynch Experience 1995 - 1999
Job CEO, APX Incorporated
Industry Oil & Energy
Experience
APX, Inc Head of Environmental MarketsNYSE BlueJune 2008 - April 2012
Marsh November 2005 - June 2008
UBS Global Asset Management March 2001 - November 2005
Merrill Lynch 1995 - 1999
Prudential Mutual Funds 1988 - 1994
Education
Columbia Business School 1992 — 1993
MBA, Finance, Marketing, Management, International Business
Pace University - Lubin School of Business 1985 — 1989
BBA, Finance
APX, Inc Head of Environmental MarketsNYSE BlueJune 2008 - April 2012
Marsh November 2005 - June 2008
UBS Global Asset Management March 2001 - November 2005
Merrill Lynch 1995 - 1999
Prudential Mutual Funds 1988 - 1994
Education
Columbia Business School 1992 — 1993
MBA, Finance, Marketing, Management, International Business
Pace University - Lubin School of Business 1985 — 1989
BBA, Finance
Jill Accardo's Merrill Lynch Experience 1989 - 2004
Job Director of Supply Chain Order Management at Office Depot
Industry Financial Services
Experience
Office Depot June 2014 - Present
Office Depot December 2010 - June 2014
Office Depot January 2008 - December 2010
Merrill Lynch 1989 - 2004
Skills
Financial Services, Relationship Management, Business Process..., Portfolio Management, PMO, Team Management, Financial Analysis, Process Improvement, Training, Outsourcing, Sales, Accounts Receivable, Strategy, Integration, Budgets, Risk Management, MS Project, Accounting, Business Process..., Business Analysis, Finance, Vendor Management, Cash Flow, Forecasting, Leadership, Management, Project Management, Cross-functional Team..., Supply Chain
Education
Pace University - Lubin School of Business 1978 — 1982
BBA
Pace University - Lubin School of Business 1978 — 1982
BBA
Office Depot June 2014 - Present
Office Depot December 2010 - June 2014
Office Depot January 2008 - December 2010
Merrill Lynch 1989 - 2004
Skills
Financial Services, Relationship Management, Business Process..., Portfolio Management, PMO, Team Management, Financial Analysis, Process Improvement, Training, Outsourcing, Sales, Accounts Receivable, Strategy, Integration, Budgets, Risk Management, MS Project, Accounting, Business Process..., Business Analysis, Finance, Vendor Management, Cash Flow, Forecasting, Leadership, Management, Project Management, Cross-functional Team..., Supply Chain
Education
Pace University - Lubin School of Business 1978 — 1982
BBA
Pace University - Lubin School of Business 1978 — 1982
BBA
Robert Discolo, CFA's Merrill Lynch Experience 1988 - 1991
Job Executive Vice President at the Permal Group
Industry Financial Services
Experience
The Permal Group July 2015 - Present
Beachhead Capital Management, LLC January 2014 - June 2015
PineBridge Investments April 2010 - January 2014
AIG Global Investment Group 1999 - March 2010
Paine Webber 1998 - 1999
Julius Baer 1991 - 1998
Merrill Lynch 1988 - 1991
Skills
Hedge Funds, High Net Worth..., Fixed Income, Alternative Investments, Investment Banking, Fund Of Funds, Equities, Portfolio Management, Investments, Derivatives, Financial Modeling, Private Equity, Asset Managment, Capital Markets, Finance, Investment Advisory, Financial Reporting, Financial Services, Mutual Funds, Asset Management, Emerging Markets, Institutional..., Valuation, Bloomberg, Investor Relations, Investment Management, Venture Capital, Asset Allocation, Investment Strategies, Due Diligence, Trading, Endowments, FX Options, Equity Research, Business Strategy, Operational Due..., Options, Credit Risk
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Business
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
bs, accounting
The Permal Group July 2015 - Present
Beachhead Capital Management, LLC January 2014 - June 2015
PineBridge Investments April 2010 - January 2014
AIG Global Investment Group 1999 - March 2010
Paine Webber 1998 - 1999
Julius Baer 1991 - 1998
Merrill Lynch 1988 - 1991
Skills
Hedge Funds, High Net Worth..., Fixed Income, Alternative Investments, Investment Banking, Fund Of Funds, Equities, Portfolio Management, Investments, Derivatives, Financial Modeling, Private Equity, Asset Managment, Capital Markets, Finance, Investment Advisory, Financial Reporting, Financial Services, Mutual Funds, Asset Management, Emerging Markets, Institutional..., Valuation, Bloomberg, Investor Relations, Investment Management, Venture Capital, Asset Allocation, Investment Strategies, Due Diligence, Trading, Endowments, FX Options, Equity Research, Business Strategy, Operational Due..., Options, Credit Risk
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Business
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
bs, accounting
Louise Stahl's Merrill Lynch Experience 1985 - 1990
Job Substitute Teacher at Waldwick Schools
Industry Education Management
Experience
Waldwick Schools 2004 - Present
JPMorgan Chase 1990 - 1995
Merrill Lynch 1985 - 1990
Skills
Teaching, Microsoft Office, Microsoft Word, Access, Microsoft Excel, Public Speaking, Presentations, Smartboard, SQL
Education
Pace University - Lubin School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Management Information Systems, General
Waldwick Schools 2004 - Present
JPMorgan Chase 1990 - 1995
Merrill Lynch 1985 - 1990
Skills
Teaching, Microsoft Office, Microsoft Word, Access, Microsoft Excel, Public Speaking, Presentations, Smartboard, SQL
Education
Pace University - Lubin School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Management Information Systems, General
Raymers Midouin's Merrill Lynch Experience November 2003 - June 2013
Job Vice President/ComplianceTesting Specialist at Merrill Lynch
Industry Financial Services
Experience
US Army Reserves , 354 Movement Control Battalion July 2013 - July 2015
Merrill Lynch November 2003 - June 2013
Prudential Securities 2000 - 2003
Citibank Investment Services 1999 - 2000
Skills
FINRA, Banking, Investment Banking, Series 7, Series 63, Series 31, Life Insurance, Commodity Risk..., Risk Management, Finance, Trading, Anti Money Laundering, Financial Risk, Financial Services, Management, Options, Fixed Income
Education
U. S Army Command and General Staff College 2010 — 2011
Graduate Studies.
Pace University - Lubin School of Business 1985 — 1990
BBA, Finance
Pace University-New York 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
US Army Reserves , 354 Movement Control Battalion July 2013 - July 2015
Merrill Lynch November 2003 - June 2013
Prudential Securities 2000 - 2003
Citibank Investment Services 1999 - 2000
Skills
FINRA, Banking, Investment Banking, Series 7, Series 63, Series 31, Life Insurance, Commodity Risk..., Risk Management, Finance, Trading, Anti Money Laundering, Financial Risk, Financial Services, Management, Options, Fixed Income
Education
U. S Army Command and General Staff College 2010 — 2011
Graduate Studies.
Pace University - Lubin School of Business 1985 — 1990
BBA, Finance
Pace University-New York 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
John Alex. ChFC, CFP,CIMA, AIFA's Merrill Lynch Experience 1993 - 1998
Job Executive Director Branch Manager UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 1998 - Present
Paine Webber January 2000 - November 2003
Paine Webber, New York City 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7
Education
Pace University - Lubin School of Business
BBA, Business Administration
UBS Financial Services July 1998 - Present
Paine Webber January 2000 - November 2003
Paine Webber, New York City 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7
Education
Pace University - Lubin School of Business
BBA, Business Administration
Melissa K Samnath's Merrill Lynch Experience January 2010 - December 2010
Job Revenue Accountant
Industry Marketing and Advertising
Experience
Young & Rubicam March 2015 - August 2015
HookLogic, Inc. November 2014 - March 2015
Magrino November 2012 - October 2014
Cornerstone Promotion September 2011 - September 2012
Attention USA March 2011 - September 2011
Merrill Lynch January 2010 - December 2010
NYU Langone Medical Center September 2009 - January 2010
Liberty Tax January 2008 - April 2008
Skills
Account Reconciliation, QuickBooks, Accounting, Tax, Invoicing, Financial Statements, Spreadsheets, Budgets, Tax Returns, Administrative..., Tax Law, Teamwork, Software Documentation, Telephone Skills, Financial Analysis, Financial Reporting, Accounts Payable, Microsoft Excel, Accounts Receivable, Financial Accounting, General Ledger, Auditing, Bookkeeping, Access, Peachtree, Expenses
Education
Pace University - Lubin School of Business 2008 — 2014
Bachelor of Business Administration
The Mary Louis Academy 2005 — 2007
Advanced Regents Diploma
St. John's Prep 2003 — 2005
Advanced Regents Diploma
Young & Rubicam March 2015 - August 2015
HookLogic, Inc. November 2014 - March 2015
Magrino November 2012 - October 2014
Cornerstone Promotion September 2011 - September 2012
Attention USA March 2011 - September 2011
Merrill Lynch January 2010 - December 2010
NYU Langone Medical Center September 2009 - January 2010
Liberty Tax January 2008 - April 2008
Skills
Account Reconciliation, QuickBooks, Accounting, Tax, Invoicing, Financial Statements, Spreadsheets, Budgets, Tax Returns, Administrative..., Tax Law, Teamwork, Software Documentation, Telephone Skills, Financial Analysis, Financial Reporting, Accounts Payable, Microsoft Excel, Accounts Receivable, Financial Accounting, General Ledger, Auditing, Bookkeeping, Access, Peachtree, Expenses
Education
Pace University - Lubin School of Business 2008 — 2014
Bachelor of Business Administration
The Mary Louis Academy 2005 — 2007
Advanced Regents Diploma
St. John's Prep 2003 — 2005
Advanced Regents Diploma
Jo Ann Gallagher-Berndt's Merrill Lynch Experience 1993 - 1994
Job Managed Care Department
Industry Pharmaceuticals
Experience
Ferring Pharmaceuticals April 2005 - Present
Camares Communications 1997 - 2000
Merrill Lynch 1993 - 1994
Internal Revenue Service 1990 - 1991
American Express 1980 - 1988
Skills
Negotiation, Project Management, Event Planning, Financial Analysis, Internal Audit, Product Marketing, Project Coordination, Expense Management, Time Management, Pharmaceutical Industry, Project Planning, Finance, Healthcare, Accounts Payable, Managed Care, Budgets, Cash Flow, Process Improvement, Accounting, Cross-functional Team..., Sales, Strategy, Marketing
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Ramapo College of New Jersey
Master of Business Administration (MBA) - some graduate classes
Ferring Pharmaceuticals April 2005 - Present
Camares Communications 1997 - 2000
Merrill Lynch 1993 - 1994
Internal Revenue Service 1990 - 1991
American Express 1980 - 1988
Skills
Negotiation, Project Management, Event Planning, Financial Analysis, Internal Audit, Product Marketing, Project Coordination, Expense Management, Time Management, Pharmaceutical Industry, Project Planning, Finance, Healthcare, Accounts Payable, Managed Care, Budgets, Cash Flow, Process Improvement, Accounting, Cross-functional Team..., Sales, Strategy, Marketing
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Ramapo College of New Jersey
Master of Business Administration (MBA) - some graduate classes
Gidget Bennett's Merrill Lynch Experience December 2006 - December 2007
Job Working in the Financial Service Industry
Industry Financial Services
Experience
Working in the Financial Industry March 2015 - Present
Working in the Financial Industry November 2014 - Present
Working in the Financial Industry December 2012 - Present
Waste Pro USA January 2008 - November 2012
Merrill Lynch December 2006 - December 2007
Credit Data Services, Inc. (an Experian affiliate) January 1995 - December 2006
Skills
Customer Service, System Administration, Supervisory Skills, Account Reconciliation, Budgets, Employee Relations, Recruiting, Benefits Administration, Human Resources, QuickBooks, Accounts Payable, Accounts Receivable, ADP Payroll, Payroll, Data Entry, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Access, Citrix
Education
Palm Beach Community College
Associate of Science (A.S.), Business Administration and Management, General
Working in the Financial Industry March 2015 - Present
Working in the Financial Industry November 2014 - Present
Working in the Financial Industry December 2012 - Present
Waste Pro USA January 2008 - November 2012
Merrill Lynch December 2006 - December 2007
Credit Data Services, Inc. (an Experian affiliate) January 1995 - December 2006
Skills
Customer Service, System Administration, Supervisory Skills, Account Reconciliation, Budgets, Employee Relations, Recruiting, Benefits Administration, Human Resources, QuickBooks, Accounts Payable, Accounts Receivable, ADP Payroll, Payroll, Data Entry, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Access, Citrix
Education
Palm Beach Community College
Associate of Science (A.S.), Business Administration and Management, General
Irfaun Sattaur's Merrill Lynch Experience January 2006 - October 2008
Job AVP at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2012 - Present
Bank Of America/Merrill Lynch October 2008 - April 2012
Merrill Lynch January 2006 - October 2008
BNY Mellon May 2000 - January 2006
The Davis Agency March 1999 - June 2000
Skills
Microsoft Office, Liquidity funding, Customer Service, Fixed Income Products, Equities, Global Custody, Dividends, Settlements, Securities, Fixed Income, Portfolio Management, Financial Services, Corporate Actions, Series 7, Valuation, Middle Office, Asset Allocation, Bonds, Settlement
Education
Pace University - Lubin School of Business 2002 — 2007
BBA, Finanace
BNP Paribas May 2012 - Present
Bank Of America/Merrill Lynch October 2008 - April 2012
Merrill Lynch January 2006 - October 2008
BNY Mellon May 2000 - January 2006
The Davis Agency March 1999 - June 2000
Skills
Microsoft Office, Liquidity funding, Customer Service, Fixed Income Products, Equities, Global Custody, Dividends, Settlements, Securities, Fixed Income, Portfolio Management, Financial Services, Corporate Actions, Series 7, Valuation, Middle Office, Asset Allocation, Bonds, Settlement
Education
Pace University - Lubin School of Business 2002 — 2007
BBA, Finanace
Nicholas Bussanich's Merrill Lynch Experience 2000 - 2001
Job Compliance at FHLBank New York
Industry Accounting
Experience
FHL-Bank New York April 2014 - Present
ISACA-NJ chapter 2012 - Present
CohnReznick-MC,FC,FHNY May 2013 - March 2014
Rothstein Kass November 2008 - May 2013
CBIZ MHM, LLC 2006 - 2008
AHT Financial Services November 2003 - February 2006
IBM 2001 - 2003
Merrill Lynch 2000 - 2001
Prudential Financial 1997 - 2000
TCG-Twin County Grocers 1995 - 1997
Skills
Accounting, GAAP, Assurance, Valuation, Sarbanes-Oxley Act, SEC filings, Financial Modeling, General Ledger, Asset Managment, Financial Analysis, Accounts Receivable, Oracle General Ledger, CRISC, CISA
Education
Stevens Institute of Technology
MSIS, Information Systems
Pace University - Lubin School of Business
BA, Accounting
Secaucus High School
FHL-Bank New York April 2014 - Present
ISACA-NJ chapter 2012 - Present
CohnReznick-MC,FC,FHNY May 2013 - March 2014
Rothstein Kass November 2008 - May 2013
CBIZ MHM, LLC 2006 - 2008
AHT Financial Services November 2003 - February 2006
IBM 2001 - 2003
Merrill Lynch 2000 - 2001
Prudential Financial 1997 - 2000
TCG-Twin County Grocers 1995 - 1997
Skills
Accounting, GAAP, Assurance, Valuation, Sarbanes-Oxley Act, SEC filings, Financial Modeling, General Ledger, Asset Managment, Financial Analysis, Accounts Receivable, Oracle General Ledger, CRISC, CISA
Education
Stevens Institute of Technology
MSIS, Information Systems
Pace University - Lubin School of Business
BA, Accounting
Secaucus High School
Jerry Burke's Merrill Lynch Experience 1991 - 2009
Job CFO
Industry Financial Services
Experience
Geller & Company March 2010 - Present
Pali Holdings, Inc. 2009 - 2010
Merrill Lynch 1991 - 2009
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Due Diligence, Capital Markets, Fixed Income, Financial Services, Hedge Funds, Corporate Finance, Financial Reporting, Strategic Financial..., Asset Management, Alternative Investments, Private Equity, Investments, Cash Management, Portfolio Management, Derivatives, Mergers & Acquisitions
Education
Pace University - Lubin School of Business
BBA
Geller & Company March 2010 - Present
Pali Holdings, Inc. 2009 - 2010
Merrill Lynch 1991 - 2009
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Due Diligence, Capital Markets, Fixed Income, Financial Services, Hedge Funds, Corporate Finance, Financial Reporting, Strategic Financial..., Asset Management, Alternative Investments, Private Equity, Investments, Cash Management, Portfolio Management, Derivatives, Mergers & Acquisitions
Education
Pace University - Lubin School of Business
BBA
Susan Rapp's Merrill Lynch Experience 1978 - 1979
Job CPA
Industry Financial Services
Experience
CureDM, Inc. November 2008 - March 2010
Foundation for Diabetes Research 1997 - 2007
Wolper Ross & Company Ltd. 1987 - 1991
Coopers & Lybrand 1985 - 1987
Getty Oil Company 1982 - 1983
Pepsi Cola Botting Group 1981 - 1982
Merrill Lynch 1978 - 1979
Education
Pace University - Lubin School of Business 1983 — 1985
MS, Accounting - with distinction
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance - summa cum laude
Queens College 1974 — 1978
BA, Psychology - cum laude
State University of New York at Binghamton
CureDM, Inc. November 2008 - March 2010
Foundation for Diabetes Research 1997 - 2007
Wolper Ross & Company Ltd. 1987 - 1991
Coopers & Lybrand 1985 - 1987
Getty Oil Company 1982 - 1983
Pepsi Cola Botting Group 1981 - 1982
Merrill Lynch 1978 - 1979
Education
Pace University - Lubin School of Business 1983 — 1985
MS, Accounting - with distinction
Pace University - Lubin School of Business 1979 — 1981
MBA, Finance - summa cum laude
Queens College 1974 — 1978
BA, Psychology - cum laude
State University of New York at Binghamton
Scott Schuler, CFA's Merrill Lynch Experience 2000 - 2001
Job Group Portfolio Manager FX at Microsoft
Industry Investment Management
Experience
Microsoft July 2013 - Present
Microsoft Corporation February 2011 - June 2013
Genesee Investments October 2002 - February 2011
Pacific Lutheran University September 2010 - December 2010
Pacific Lutheran University September 2002 - May 2003
Merrill Lynch 2000 - 2001
Education
Pacific Lutheran University - School of Business 2002 — 2003
MBA
Pacific Lutheran University 1995 — 2000
BBA, Business
Microsoft July 2013 - Present
Microsoft Corporation February 2011 - June 2013
Genesee Investments October 2002 - February 2011
Pacific Lutheran University September 2010 - December 2010
Pacific Lutheran University September 2002 - May 2003
Merrill Lynch 2000 - 2001
Education
Pacific Lutheran University - School of Business 2002 — 2003
MBA
Pacific Lutheran University 1995 — 2000
BBA, Business
Bradford Carson's Merrill Lynch Experience April 1992 - July 1996
Job Financial Advisor at Folger Nolan Fleming Douglas
Industry Financial Services
Experience
Folger Nolan Fleming Douglas April 2008 - Present
UBS Financial July 1996 - April 2008
Merrill Lynch April 1992 - July 1996
Skills
Retirement Planning, Asset Allocation, Series 7, Financial Analysis, Retirement, Strategic Financial..., Investments, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, 401k, Uniform Combined State...
Education
Pace University-New York 1968 — 1972
Accounting and Finance
New York Institute of Finance 1967 — 1968
Folger Nolan Fleming Douglas April 2008 - Present
UBS Financial July 1996 - April 2008
Merrill Lynch April 1992 - July 1996
Skills
Retirement Planning, Asset Allocation, Series 7, Financial Analysis, Retirement, Strategic Financial..., Investments, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, 401k, Uniform Combined State...
Education
Pace University-New York 1968 — 1972
Accounting and Finance
New York Institute of Finance 1967 — 1968
Steven Mezic's Merrill Lynch Experience September 2000 - September 2001
Job Bond Trader and Portfolio Manager at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank March 2006 - Present
Deutsche Bank June 2002 - March 2006
Viacom September 2001 - May 2002
Merrill Lynch September 2000 - September 2001
Skills
Bloomberg, Financial Analysis, Investment Management, Asset Allocation, Trading, Microsoft Excel, Bonds
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Investment Management
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
Northport High School 1994 — 1998
Deutsche Bank March 2006 - Present
Deutsche Bank June 2002 - March 2006
Viacom September 2001 - May 2002
Merrill Lynch September 2000 - September 2001
Skills
Bloomberg, Financial Analysis, Investment Management, Asset Allocation, Trading, Microsoft Excel, Bonds
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Investment Management
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
Northport High School 1994 — 1998
Linda Kasnia's Merrill Lynch Experience 1986 - 2011
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch 1986 - Present
merrill lynch 1986 - 2011
Skills
Series 7, Financial Services, Asset Management, Derivatives, Equities, Fixed Income, Risk Management, Securities, Investment Banking
Education
Pace University - Lubin School of Business
BBA, Finance
Bank of America Merrill Lynch 1986 - Present
merrill lynch 1986 - 2011
Skills
Series 7, Financial Services, Asset Management, Derivatives, Equities, Fixed Income, Risk Management, Securities, Investment Banking
Education
Pace University - Lubin School of Business
BBA, Finance
Tinyee Chang's Merrill Lynch Experience June 1995 - September 1997
Job Manager of IT Infrastructure at Credit Agricole CIB
Industry Banking
Experience
Credit Agricole CIB September 1997 - Present
Merrill Lynch June 1995 - September 1997
Donaldson, Lufkin & Jenrette April 1993 - June 1995
Skills
Unix, SQL, Oracle, Business Analysis, Microsoft SQL Server, XML, Requirements Analysis, Java, SDLC, Software Project..., Linux, Databases, Software Development, PL/SQL, Solaris, Disaster Recovery, Integration, Performance Tuning
Education
Pace University-New York 1985 — 1986
Master of Science (M.S.), Computer Science
Chung-Yuan Christian University 1977 — 1981
Bachelor of Science (B.S.), Civil Engineering
Credit Agricole CIB September 1997 - Present
Merrill Lynch June 1995 - September 1997
Donaldson, Lufkin & Jenrette April 1993 - June 1995
Skills
Unix, SQL, Oracle, Business Analysis, Microsoft SQL Server, XML, Requirements Analysis, Java, SDLC, Software Project..., Linux, Databases, Software Development, PL/SQL, Solaris, Disaster Recovery, Integration, Performance Tuning
Education
Pace University-New York 1985 — 1986
Master of Science (M.S.), Computer Science
Chung-Yuan Christian University 1977 — 1981
Bachelor of Science (B.S.), Civil Engineering
Margaret Eng's Merrill Lynch Experience 1986 - 1996
Job Manager, Financial Reporting
Industry Motion Pictures and Film
Experience
IMAX November 2006 - August 2012
Lehman Brothers 1997 - 2005
Merrill Lynch 1986 - 1996
Merrill Lynch 1986 - 1996
Merrill Lynch 1986 - 1996
Skills
Budget Process, Forecasting, Variance Analysis, Headcount Reporting, Monthly Close Process, End User Training, Interdepartmental..., Executive Reporting, Process Enhancement, Process Efficiency, Ad Hoc Reporting, Microsoft Excel, Microsoft Office, Hyperion Planning, Hyperion Reports, Essbase, Financial Analysis, Financial Reporting, Financial Modeling
Education
Pace University - Lubin School of Business 1978 — 1983
BBA
IMAX November 2006 - August 2012
Lehman Brothers 1997 - 2005
Merrill Lynch 1986 - 1996
Merrill Lynch 1986 - 1996
Merrill Lynch 1986 - 1996
Skills
Budget Process, Forecasting, Variance Analysis, Headcount Reporting, Monthly Close Process, End User Training, Interdepartmental..., Executive Reporting, Process Enhancement, Process Efficiency, Ad Hoc Reporting, Microsoft Excel, Microsoft Office, Hyperion Planning, Hyperion Reports, Essbase, Financial Analysis, Financial Reporting, Financial Modeling
Education
Pace University - Lubin School of Business 1978 — 1983
BBA
Rakhi Shah's Merrill Lynch Experience January 2007 - May 2007
Job Risk Reporting & Analytics at CIT
Industry Financial Services
Experience
CIT March 2011 - Present
Bank of America Merrill Lynch September 2010 - December 2010
SAC Capital September 2008 - March 2010
Merrill Lynch January 2007 - May 2007
Skills
Financial Modeling, Finance, Forecasting, Portfolio Management, Business Planning, Budgets, Business Development, Due Diligence, Fixed Income, Account Reconciliation, Business Process, Microsoft Excel, Equity Research, Wealth Management, Investor Relations, Integration, PowerPoint, Research, Financial Analysis, Corporate Finance, Risk Assessment, Strategic Financial...
Education
Rutgers Business School 2012 — 2015
MBA
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance, Economics
CIT March 2011 - Present
Bank of America Merrill Lynch September 2010 - December 2010
SAC Capital September 2008 - March 2010
Merrill Lynch January 2007 - May 2007
Skills
Financial Modeling, Finance, Forecasting, Portfolio Management, Business Planning, Budgets, Business Development, Due Diligence, Fixed Income, Account Reconciliation, Business Process, Microsoft Excel, Equity Research, Wealth Management, Investor Relations, Integration, PowerPoint, Research, Financial Analysis, Corporate Finance, Risk Assessment, Strategic Financial...
Education
Rutgers Business School 2012 — 2015
MBA
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance, Economics
Nicholas Champa's Merrill Lynch Experience March 2013 - May 2014
Job Financial Advisor Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC May 2014 - Present
Merrill Lynch March 2013 - May 2014
Legend Securities Inc. November 2012 - March 2013
The Alpha Cooperative LLC July 2011 - November 2012
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance/Marketing Management Major
New York Military Academy 2004 — 2008
High School, English, History, Spanish, French, Math, Science
J.P. Morgan Securities LLC May 2014 - Present
Merrill Lynch March 2013 - May 2014
Legend Securities Inc. November 2012 - March 2013
The Alpha Cooperative LLC July 2011 - November 2012
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance/Marketing Management Major
New York Military Academy 2004 — 2008
High School, English, History, Spanish, French, Math, Science
William Milligan's Merrill Lynch Experience 1999 - 2004
Job Independent Financial Professional
Industry Banking
Experience
Credit Suisse November 2004 - November 2011
Merrill Lynch 1999 - 2004
Skills
Investment Banking, Change Management, Financial Systems
Education
Pace University - Lubin School of Business 1976 — 1980
Master of Business Administration (M.B.A.), Accounting
Credit Suisse November 2004 - November 2011
Merrill Lynch 1999 - 2004
Skills
Investment Banking, Change Management, Financial Systems
Education
Pace University - Lubin School of Business 1976 — 1980
Master of Business Administration (M.B.A.), Accounting
Joe Komyati's Merrill Lynch Experience June 1980 - August 1990
Job Consultant at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC October 2012 - Present
Morgan Stanley October 1996 - April 2012
Mabon Securities January 1991 - October 1996
Merrill Lynch June 1980 - August 1990
Skills
3Rs Accountability, Quality Assurance, People Management, Risk Management, Business Process..., Change Management, Process Improvement, Business Analysis, Analysis, Project Management, Program Management, Vendor Management, Cross-functional Team..., Team Leadership, Operations Management, Project Planning, Financial Analysis, Product Development, Managerial Finance, Management, Equities, Capital Markets, Accounting, Investment Banking, Fixed Income, Derivatives, Financial Reporting, Auditing, Internal Audit, Internal Controls, Financial Risk
Education
Bauch College
BBA, Accounting
Pace University - Lubin School of Business
MBA, Finance
Bates Group LLC October 2012 - Present
Morgan Stanley October 1996 - April 2012
Mabon Securities January 1991 - October 1996
Merrill Lynch June 1980 - August 1990
Skills
3Rs Accountability, Quality Assurance, People Management, Risk Management, Business Process..., Change Management, Process Improvement, Business Analysis, Analysis, Project Management, Program Management, Vendor Management, Cross-functional Team..., Team Leadership, Operations Management, Project Planning, Financial Analysis, Product Development, Managerial Finance, Management, Equities, Capital Markets, Accounting, Investment Banking, Fixed Income, Derivatives, Financial Reporting, Auditing, Internal Audit, Internal Controls, Financial Risk
Education
Bauch College
BBA, Accounting
Pace University - Lubin School of Business
MBA, Finance
Robert Abrahamsen's Merrill Lynch Experience November 2000 - March 2009
Job Head of Regulatory Reporting at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2009 - Present
Merrill Lynch November 2000 - March 2009
New York Stock Exchange (FINRA) July 1992 - November 2000
Skills
Derivatives, Finance, Capital Markets, Equities, FINRA, Fixed Income, Securities, SEC, Financial Risk, Management, Broker-Dealer, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1987 — 1992
Bachelor's degree, Accounting
RBC Capital Markets March 2009 - Present
Merrill Lynch November 2000 - March 2009
New York Stock Exchange (FINRA) July 1992 - November 2000
Skills
Derivatives, Finance, Capital Markets, Equities, FINRA, Fixed Income, Securities, SEC, Financial Risk, Management, Broker-Dealer, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1987 — 1992
Bachelor's degree, Accounting
Traci Tipple's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Fox Gregory August 2010 - December 2012
Russell Investments April 1988 - March 1991
Paine Webber January 1986 - March 1988
Skills
Real Estate, Small Business, Public Speaking, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Services, Investment Strategies, Investment Analysis, Client Relations Skills, Customer Service, Business Development, Event Management, Financial Modeling, Financial Planning, Marketing, Marketing Strategy, Research, Social Networking, Valuation
Education
Pacific Lutheran University - School of Business 1980 — 1982
Bachelor of Business Administration (BBA), Finance, Magna cum Laude
Merrill Lynch January 2014 - Present
Fox Gregory August 2010 - December 2012
Russell Investments April 1988 - March 1991
Paine Webber January 1986 - March 1988
Skills
Real Estate, Small Business, Public Speaking, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Services, Investment Strategies, Investment Analysis, Client Relations Skills, Customer Service, Business Development, Event Management, Financial Modeling, Financial Planning, Marketing, Marketing Strategy, Research, Social Networking, Valuation
Education
Pacific Lutheran University - School of Business 1980 — 1982
Bachelor of Business Administration (BBA), Finance, Magna cum Laude
Sandra Guzman's Merrill Lynch Experience 1991 - 1996
Job Auditing | Financial Planning & Analysis | Management Reporting
Industry Accounting
Experience
CIT April 2013 - Present
CIT 2011 - April 2013
CIT 2009 - 2011
CIT 2005 - 2009
Control Advantage Partners 2004 - 2005
Lucent Technologies / Avaya Communications 1996 - 2002
Merrill Lynch 1991 - 1996
Bell Communications Research 1990 - 1991
PRICEWATERHOUSECOOPERS 1987 - 1990
Skills
Financial Analysis, Budgets & Forecasting, Trend Analysis, Variance Analysis, Process Improvement, Cost Control, SOX Compliancy, Monthly Close Process, Analysis, Financial Modeling, Corporate Finance, Accounting, Sarbanes-Oxley Act, Finance, Forecasting, Financial Reporting, Financial Planning, Internal Audit, Management, Internal Controls
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Villa Walsh Academy
Morristown, NJ
CIT April 2013 - Present
CIT 2011 - April 2013
CIT 2009 - 2011
CIT 2005 - 2009
Control Advantage Partners 2004 - 2005
Lucent Technologies / Avaya Communications 1996 - 2002
Merrill Lynch 1991 - 1996
Bell Communications Research 1990 - 1991
PRICEWATERHOUSECOOPERS 1987 - 1990
Skills
Financial Analysis, Budgets & Forecasting, Trend Analysis, Variance Analysis, Process Improvement, Cost Control, SOX Compliancy, Monthly Close Process, Analysis, Financial Modeling, Corporate Finance, Accounting, Sarbanes-Oxley Act, Finance, Forecasting, Financial Reporting, Financial Planning, Internal Audit, Management, Internal Controls
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Villa Walsh Academy
Morristown, NJ
Luciana Zappia's Merrill Lynch Experience 1998 - 2003
Job Finance Manager
Industry Financial Services
Experience
MTA NYC Transit 2014 - 2015
DTCC 2004 - 2013
Merrill Lynch 1998 - 2003
Merrill Lynch 1995 - 1998
Merrill Lynch 1991 - 1995
Skills
Financial Analysis, Financial Services, Financial Reporting, Analysis, Process Improvement, Forecasting, Budgets, Financial Modeling, Strategic Financial..., IT Financial Management, Month End Close, Accruals, SOP 98-1, Corporate FP&A, Cost Allocation, Chargebacks, Financial Planning, Risk Management, Business Analysis, Finance, Vendor Management, Management
Education
NYU Stern School of Business 1993 — 1997
Master of Business Administration (MBA)
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
MTA NYC Transit 2014 - 2015
DTCC 2004 - 2013
Merrill Lynch 1998 - 2003
Merrill Lynch 1995 - 1998
Merrill Lynch 1991 - 1995
Skills
Financial Analysis, Financial Services, Financial Reporting, Analysis, Process Improvement, Forecasting, Budgets, Financial Modeling, Strategic Financial..., IT Financial Management, Month End Close, Accruals, SOP 98-1, Corporate FP&A, Cost Allocation, Chargebacks, Financial Planning, Risk Management, Business Analysis, Finance, Vendor Management, Management
Education
NYU Stern School of Business 1993 — 1997
Master of Business Administration (MBA)
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
Laura Blake's Merrill Lynch Experience 1980 - 1983
Job Assistant Professor, Management and Marketing
Industry Higher Education
Experience
Assumption College 2013 - Present
Quesited, LLC 2013 - Present
Mitchell College 2005 - 2013
Jordan McGrath Case & Taylor - presently Arnold Worldwide 1990 - 1993
Dentsu 1988 - 1990
RDA International 1983 - 1987
Merrill Lynch 1980 - 1983
Education
Pace University - Lubin School of Business 2011 — 2016
Doctorate - Business Administration, Management/Marketing Management
Rensselaer Polytechnic Institute 1999 — 2003
Master's Degree, Management
Pace University - Lubin School of Business 1982 — 1986
Bachelor's Degree, Marketing
Assumption College 2013 - Present
Quesited, LLC 2013 - Present
Mitchell College 2005 - 2013
Jordan McGrath Case & Taylor - presently Arnold Worldwide 1990 - 1993
Dentsu 1988 - 1990
RDA International 1983 - 1987
Merrill Lynch 1980 - 1983
Education
Pace University - Lubin School of Business 2011 — 2016
Doctorate - Business Administration, Management/Marketing Management
Rensselaer Polytechnic Institute 1999 — 2003
Master's Degree, Management
Pace University - Lubin School of Business 1982 — 1986
Bachelor's Degree, Marketing
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank