Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Cason White, CFP® Cason White, CFP®'s Merrill Lynch Experience October 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Segment Wealth Management April 2014 - September 2014
Northern Trust Corporation September 2010 - April 2014
Bernstein Global Wealth Management July 2007 - August 2010
Texas A&M University May 2006 - June 2007
Skills
Wealth Management, Asset Allocation, High Net Worth..., Charitable Gift Planning, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Finance, Series 7, Retirement Planning, Investment Advisory, Financial Services, Risk Management, Wealth Management..., Fixed Income
Education
Baylor University 2004 — 2006
Master's degree
Tarleton State University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Liberty Christian School 1995 — 1999
Merrill Lynch October 2014 - Present
Segment Wealth Management April 2014 - September 2014
Northern Trust Corporation September 2010 - April 2014
Bernstein Global Wealth Management July 2007 - August 2010
Texas A&M University May 2006 - June 2007
Skills
Wealth Management, Asset Allocation, High Net Worth..., Charitable Gift Planning, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Finance, Series 7, Retirement Planning, Investment Advisory, Financial Services, Risk Management, Wealth Management..., Fixed Income
Education
Baylor University 2004 — 2006
Master's degree
Tarleton State University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Liberty Christian School 1995 — 1999
David Colbert David Colbert's Merrill Lynch Experience 1997 - 1999
Job
Industry Financial Services
Experience
Stern Brothers 2009 - 2013
Capricorn Capital Management 2007 - 2008
Kansas City Board of Trade 2004 - 2008
Golden Ratio Trading 2000 - 2004
Polaris Equity Managment 1999 - 2000
Merrill Lynch 1997 - 1999
Education
Bates College 1992 — 1996
Bachelor of Arts (BA), History
Stern Brothers 2009 - 2013
Capricorn Capital Management 2007 - 2008
Kansas City Board of Trade 2004 - 2008
Golden Ratio Trading 2000 - 2004
Polaris Equity Managment 1999 - 2000
Merrill Lynch 1997 - 1999
Education
Bates College 1992 — 1996
Bachelor of Arts (BA), History
Sherman Lee Sherman Lee's Merrill Lynch Experience August 2011 - November 2011
Job Fixed Income Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2014 - Present
RBC Capital Markets July 2013 - September 2014
Bank of America Merrill Lynch June 2012 - August 2012
UBS February 2012 - May 2012
Merrill Lynch August 2011 - November 2011
Fortress Investment Group June 2011 - August 2011
PrivCo Media, LLC February 2011 - May 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A., Major: Finance, Minors: Political Science and Economics
J.P. Morgan October 2014 - Present
RBC Capital Markets July 2013 - September 2014
Bank of America Merrill Lynch June 2012 - August 2012
UBS February 2012 - May 2012
Merrill Lynch August 2011 - November 2011
Fortress Investment Group June 2011 - August 2011
PrivCo Media, LLC February 2011 - May 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A., Major: Finance, Minors: Political Science and Economics
Audrey Chen Audrey Chen's Merrill Lynch Experience August 2010 - Present
Job Senior Vice President, Merrill Edge Online Strategy Longterm Investing
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch February 2010 - August 2010
Fidelity Investments August 2005 - February 2009
Fidelity Investments March 2001 - September 2005
Deutsche Bank Securities 1997 - 2001
Donaldson Luftkin & Jenrette April 1997 - September 1997
Skills
Product Management, CRM, Program Management, Integrated Marketing, Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Leadership, Management, Product Marketing, Marketing, Financial Services
Education
Bates College
BA, English, History
Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch February 2010 - August 2010
Fidelity Investments August 2005 - February 2009
Fidelity Investments March 2001 - September 2005
Deutsche Bank Securities 1997 - 2001
Donaldson Luftkin & Jenrette April 1997 - September 1997
Skills
Product Management, CRM, Program Management, Integrated Marketing, Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Leadership, Management, Product Marketing, Marketing, Financial Services
Education
Bates College
BA, English, History
Tamesh Sukul Tamesh Sukul's Merrill Lynch Experience June 2011 - August 2011
Job Credit Control Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Credit Suisse July 2013 - March 2015
Credit Suisse November 2012 - July 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Enterprise Holdings March 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Mac, Leadership, Market Research, Marketing, Financial Analysis, Management, Time Management, Microsoft Office, Access, Teamwork, Outlook, Public Speaking, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Credit Suisse March 2015 - Present
Credit Suisse July 2013 - March 2015
Credit Suisse November 2012 - July 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Enterprise Holdings March 2010 - July 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Mac, Leadership, Market Research, Marketing, Financial Analysis, Management, Time Management, Microsoft Office, Access, Teamwork, Outlook, Public Speaking, Finance
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Sylwia Siarkowska Sylwia Siarkowska's Merrill Lynch Experience October 2010 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch October 2010 - December 2010
T3Live.com June 2010 - August 2010
Education
Baruch College 2008 — 2011
Bachelor of Business Administration (BBA), Economics
Merrill Lynch October 2010 - December 2010
T3Live.com June 2010 - August 2010
Education
Baruch College 2008 — 2011
Bachelor of Business Administration (BBA), Economics
Omar Gafur Omar Gafur's Merrill Lynch Experience June 2002 - August 2002
Job Critical Care Fellow at Brigham and Women's Hospital
Industry Medical Practice
Experience
Brigham and Women's Hospital July 2015 - Present
Baylor College of Medicine July 2011 - June 2015
Texas Scottish Rite Hospital for Children October 2006 - July 2011
Seton Healthcare Family August 2005 - June 2006
Winn Tutoring August 2005 - December 2005
Baylor College of Medicine June 2005 - August 2005
The University of Texas Health Science Center at Houston (UTHealth) June 2003 - August 2003
Merrill Lynch June 2002 - August 2002
Skills
Medical Education, Data Analysis, Research, Medicine, Clinical Research, Healthcare, Board Certified, Medical Research, Hospitals, Surgery, Science, Western Blotting, Microscopy, EMR
Education
Brigham and Women's Hospital 2015 — 2016
Critical Care Fellowship
Baylor College of Medicine 2011 — 2015
Resident, Anesthesiology
The University of Texas Southwestern Medical School 2006 — 2011
Doctor of Medicine (M.D.) with Distinction in Research
The University of Texas at Austin 2002 — 2006
Bachelor's degree, Biology, General
Strake Jesuit College Preparatory 1998 — 2002
Brigham and Women's Hospital July 2015 - Present
Baylor College of Medicine July 2011 - June 2015
Texas Scottish Rite Hospital for Children October 2006 - July 2011
Seton Healthcare Family August 2005 - June 2006
Winn Tutoring August 2005 - December 2005
Baylor College of Medicine June 2005 - August 2005
The University of Texas Health Science Center at Houston (UTHealth) June 2003 - August 2003
Merrill Lynch June 2002 - August 2002
Skills
Medical Education, Data Analysis, Research, Medicine, Clinical Research, Healthcare, Board Certified, Medical Research, Hospitals, Surgery, Science, Western Blotting, Microscopy, EMR
Education
Brigham and Women's Hospital 2015 — 2016
Critical Care Fellowship
Baylor College of Medicine 2011 — 2015
Resident, Anesthesiology
The University of Texas Southwestern Medical School 2006 — 2011
Doctor of Medicine (M.D.) with Distinction in Research
The University of Texas at Austin 2002 — 2006
Bachelor's degree, Biology, General
Strake Jesuit College Preparatory 1998 — 2002
OXANA OKREND's Merrill Lynch Experience September 2011 - Present
Job Registered Financial Analyst Private Wealth Management & Investment group Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Merrill Lynch - Private Banking & Investment Group January 2011 - August 2011
Fresh Design / Y.dvash August 2007 - January 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Investments, Securities, Capital Markets, Derivatives, Financial Modeling, Hedge Funds, Valuation, Series 7, Portfolio Management, Asset Management, Corporate Finance, Financial Analysis, Mutual Funds, Private Equity, Wealth Management, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Merrill Lynch September 2011 - Present
Merrill Lynch - Private Banking & Investment Group January 2011 - August 2011
Fresh Design / Y.dvash August 2007 - January 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Investments, Securities, Capital Markets, Derivatives, Financial Modeling, Hedge Funds, Valuation, Series 7, Portfolio Management, Asset Management, Corporate Finance, Financial Analysis, Mutual Funds, Private Equity, Wealth Management, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Nik Takmopoulos, CPA's Merrill Lynch Experience May 1995 - February 2000
Job Chief Executive Officer at LUX Fund Technology & Solutions, LLC
Industry Financial Services
Experience
LUX Fund Technology & Solutions, LLC April 2012 - Present
Ryan Associates Technology February 2012 - April 2012
Suvretta Capital Management, LLC November 2011 - December 2011
Plural Investments, LLC May 2008 - June 2011
Goldman Sachs February 2000 - May 2008
Merrill Lynch May 1995 - February 2000
Arthur Andersen December 1993 - May 1995
Ben Milchman, CPA January 1989 - December 1993
Skills
Hedge Funds, Fixed Income, Equities, Asset Managment, Alternative Investments, Asset Management, Prime Brokerage, Capital Markets, Trading, Bloomberg, Derivatives, Securities, Private Equity, Fund Of Funds, Equity Derivatives, Options, Trading Systems, Project Portfolio...
Education
City University of New York-Baruch College 1989 — 1993
Bachelor of Business Administration, Accounting
LUX Fund Technology & Solutions, LLC April 2012 - Present
Ryan Associates Technology February 2012 - April 2012
Suvretta Capital Management, LLC November 2011 - December 2011
Plural Investments, LLC May 2008 - June 2011
Goldman Sachs February 2000 - May 2008
Merrill Lynch May 1995 - February 2000
Arthur Andersen December 1993 - May 1995
Ben Milchman, CPA January 1989 - December 1993
Skills
Hedge Funds, Fixed Income, Equities, Asset Managment, Alternative Investments, Asset Management, Prime Brokerage, Capital Markets, Trading, Bloomberg, Derivatives, Securities, Private Equity, Fund Of Funds, Equity Derivatives, Options, Trading Systems, Project Portfolio...
Education
City University of New York-Baruch College 1989 — 1993
Bachelor of Business Administration, Accounting
Kara Gagne's Merrill Lynch Experience January 2008 - May 2008
Job Inbound Marketing Enthusiast & Hardworking Millenial
Industry Marketing and Advertising
Experience
Performance Foodservice - Springfield February 2014 - Present
Longmeadow Country Club June 2013 - March 2014
The Pecoy Companies August 2011 - February 2014
Chicopee High School Athletic Department June 2011 - March 2013
Bay Path College March 2011 - August 2011
CheckWriters Payroll June 2008 - February 2011
Springfield Armor Basketball September 2009 - May 2010
Holyoke High School Athletic Department August 2009 - March 2010
Holyoke Blue Sox, NECBL Team 2008 - 2010
Merrill Lynch January 2008 - May 2008
Skills
Microsoft Office, Fundraising, Event Planning, PowerPoint, Marketing, Advertising, Social Media, Facebook, Customer Service, Adobe Creative Suite, Salesforce.com, Photoshop, Blogging, Management
Education
Bay Path College 2010 — 2012
MBA, Entrepreneurial Thinking and Innovative Practices, 3.97 Final GPA
Saint Anselm College 2004 — 2008
BA, Mathematics
Performance Foodservice - Springfield February 2014 - Present
Longmeadow Country Club June 2013 - March 2014
The Pecoy Companies August 2011 - February 2014
Chicopee High School Athletic Department June 2011 - March 2013
Bay Path College March 2011 - August 2011
CheckWriters Payroll June 2008 - February 2011
Springfield Armor Basketball September 2009 - May 2010
Holyoke High School Athletic Department August 2009 - March 2010
Holyoke Blue Sox, NECBL Team 2008 - 2010
Merrill Lynch January 2008 - May 2008
Skills
Microsoft Office, Fundraising, Event Planning, PowerPoint, Marketing, Advertising, Social Media, Facebook, Customer Service, Adobe Creative Suite, Salesforce.com, Photoshop, Blogging, Management
Education
Bay Path College 2010 — 2012
MBA, Entrepreneurial Thinking and Innovative Practices, 3.97 Final GPA
Saint Anselm College 2004 — 2008
BA, Mathematics
Kevin Karrh, CFP®, CIMA® Kevin Karrh, CFP®, CIMA®'s Merrill Lynch Experience January 2000 - Present
Job Senior Portfolio Manager and Wealth Management Advisor serving select families
Industry Financial Services
Experience
Merrill Lynch January 2000 - Present
EDS Group January 1996 - December 1999
Skills
Alternative Investments, Wealth Management, Financial Modeling, Certified Financial..., Retirement Planning, Certified Investment..., Philanthropic Planning, Liability Management, Trust Management, Trust Services, Investments, Concentrated Stock..., Risk Management, Private Equity, Hedge Funds, Derivatives, Financial Structuring, Capital Markets, Investment Banking, Investment Advisory, Series 7, Series 66, Series 31, Series 9, Series 10, Bloomberg, Business Lending, Business Solutions, Charitable Trusts, Aircraft Finance, Land Management, Defined Benefit Plan..., Defined Contribution..., Professional Coaching
Education
Baylor University 1992 — 1996
Finance, Finance
Baylor University - Hankamer School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Merrill Lynch January 2000 - Present
EDS Group January 1996 - December 1999
Skills
Alternative Investments, Wealth Management, Financial Modeling, Certified Financial..., Retirement Planning, Certified Investment..., Philanthropic Planning, Liability Management, Trust Management, Trust Services, Investments, Concentrated Stock..., Risk Management, Private Equity, Hedge Funds, Derivatives, Financial Structuring, Capital Markets, Investment Banking, Investment Advisory, Series 7, Series 66, Series 31, Series 9, Series 10, Bloomberg, Business Lending, Business Solutions, Charitable Trusts, Aircraft Finance, Land Management, Defined Benefit Plan..., Defined Contribution..., Professional Coaching
Education
Baylor University 1992 — 1996
Finance, Finance
Baylor University - Hankamer School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brendan Hooie Brendan Hooie's Merrill Lynch Experience March 2012 - July 2013
Job Vice President at Situs
Industry Real Estate
Experience
Situs July 2013 - Present
Merrill Lynch March 2012 - July 2013
Principle Equity May 2005 - February 2011
City of Pasadena, TX June 2002 - May 2005
Skills
Due Diligence, New Business Development, Alternative Investments, Real Estate, Investor Relations, 1031 Exchanges, Investments, Securities, Brokerage, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Real Estate Investment, Commercial Real Estate, Asset Managment, Investment Properties, Strategic Financial..., Disposition, Mergers & Acquisitions, Acquisitions, Loans, Finance, Leases
Education
University of Houston 2003 — 2005
MBA, Finance
Baylor University 1998 — 2002
BBA, Finance & MIS
Situs July 2013 - Present
Merrill Lynch March 2012 - July 2013
Principle Equity May 2005 - February 2011
City of Pasadena, TX June 2002 - May 2005
Skills
Due Diligence, New Business Development, Alternative Investments, Real Estate, Investor Relations, 1031 Exchanges, Investments, Securities, Brokerage, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Real Estate Investment, Commercial Real Estate, Asset Managment, Investment Properties, Strategic Financial..., Disposition, Mergers & Acquisitions, Acquisitions, Loans, Finance, Leases
Education
University of Houston 2003 — 2005
MBA, Finance
Baylor University 1998 — 2002
BBA, Finance & MIS
Carla Morrison Carla Morrison's Merrill Lynch Experience 1992 - 1993
Job Team Leader at Guardian Life
Industry Financial Services
Experience
Guardian Life June 2014 - Present
Guardian Life April 2000 - Present
Guardian Life 1997 - 2000
Guardian Life 1993 - 1997
Merrill Lynch 1992 - 1993
Skills
Microsoft Office, Inventory Control, Microsoft Windows, Sigma Yellow Belt..., Insurance, Relationship Management, Underwriting, Sales Operations, Banking, Management, New Business Development, Customer Service, Account Management, Budgets, Investments, Leadership, Financial Services, Brokers, Health Insurance, Performance Management, Process Improvement, Team Building, Disability Insurance, Employee Benefits
Education
Bay State College
Associate's Degree
University of Phoenix
Bachelor's Degree, Human Resources Management and Services
Guardian Life June 2014 - Present
Guardian Life April 2000 - Present
Guardian Life 1997 - 2000
Guardian Life 1993 - 1997
Merrill Lynch 1992 - 1993
Skills
Microsoft Office, Inventory Control, Microsoft Windows, Sigma Yellow Belt..., Insurance, Relationship Management, Underwriting, Sales Operations, Banking, Management, New Business Development, Customer Service, Account Management, Budgets, Investments, Leadership, Financial Services, Brokers, Health Insurance, Performance Management, Process Improvement, Team Building, Disability Insurance, Employee Benefits
Education
Bay State College
Associate's Degree
University of Phoenix
Bachelor's Degree, Human Resources Management and Services
Jon Fletcher Jon Fletcher's Merrill Lynch Experience May 2003 - August 2009
Job Chief Investment Officer and Investment Advisor Representative at Prime Wealth Strategies, LLC
Industry Financial Services
Experience
Prime Wealth Strategies, LLC September 2013 - Present
Ameriprise Financial Advisors January 2009 - August 2013
Merrill Lynch May 2003 - August 2009
Fidelity Investments July 1993 - May 2003
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Uniform Combined State..., Saving for Education, CRPC, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Estate Planning, 401k, 401k Rollovers, Investments, Strategic Financial..., Fixed Annuities, 529 Plans, Wealth Management..., Financial Advisory
Education
Texas Wesleyan University 1989 — 1992
BBA, Economics/Finance
Baylor University 1987 — 1988
Richland High School 1985 — 1987
Prime Wealth Strategies, LLC September 2013 - Present
Ameriprise Financial Advisors January 2009 - August 2013
Merrill Lynch May 2003 - August 2009
Fidelity Investments July 1993 - May 2003
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Uniform Combined State..., Saving for Education, CRPC, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Estate Planning, 401k, 401k Rollovers, Investments, Strategic Financial..., Fixed Annuities, 529 Plans, Wealth Management..., Financial Advisory
Education
Texas Wesleyan University 1989 — 1992
BBA, Economics/Finance
Baylor University 1987 — 1988
Richland High School 1985 — 1987
Melanie Gonda Melanie Gonda's Merrill Lynch Experience June 2006 - August 2006
Job PreK Teacher at Aldine ISD
Industry Education Management
Experience
Aldine ISD March 2009 - Present
Merrill Lynch June 2006 - August 2006
Skills
Lesson Planning, Classroom Management, Classroom, Pre-K, Elementary Education, Educational Leadership, Differentiated..., Tutoring, Teaching, Microsoft Office, Organization, Time Management, Highly responsible, Positive Team Player, Highly detail oriented
Education
Baylor University 2004 — 2008
Bachelor of Business Administration (BBA), Financial Services and Planning and Real Estate
Aldine ISD March 2009 - Present
Merrill Lynch June 2006 - August 2006
Skills
Lesson Planning, Classroom Management, Classroom, Pre-K, Elementary Education, Educational Leadership, Differentiated..., Tutoring, Teaching, Microsoft Office, Organization, Time Management, Highly responsible, Positive Team Player, Highly detail oriented
Education
Baylor University 2004 — 2008
Bachelor of Business Administration (BBA), Financial Services and Planning and Real Estate
Elissa Colton Elissa Colton's Merrill Lynch Experience July 2008 - February 2009
Job Owner & Buyer of Monelle Vermont
Industry Retail
Experience
Monelle Vermont September 2010 - Present
lululemon April 2010 - April 2012
Coldwell Banker Hickok & Boardman Realty November 2010 - May 2011
Winslow, Evans & Crocker February 2009 - July 2010
Merrill Lynch July 2008 - February 2009
AIG May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Mug Shots January 1994 - January 2004
Education
Northeastern University 2010 — 2010
Journalism
Bates College 2004 — 2008
BA, Economics, Mathematics
Choate Rosemary Hall 2000 — 2004
AP Calculus, AP Literature, AP Psychology
Norwell
Sévres Babylon
Monelle Vermont September 2010 - Present
lululemon April 2010 - April 2012
Coldwell Banker Hickok & Boardman Realty November 2010 - May 2011
Winslow, Evans & Crocker February 2009 - July 2010
Merrill Lynch July 2008 - February 2009
AIG May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Mug Shots January 1994 - January 2004
Education
Northeastern University 2010 — 2010
Journalism
Bates College 2004 — 2008
BA, Economics, Mathematics
Choate Rosemary Hall 2000 — 2004
AP Calculus, AP Literature, AP Psychology
Norwell
Sévres Babylon
Sylvia Chan Sylvia Chan's Merrill Lynch Experience September 2007 - December 2007
Job Dalian Wanda Group US Representative Office
Industry Commercial Real Estate
Experience
Dalian Wanda Group November 2014 - Present
Bank of China January 2014 - November 2014
Bank of China March 2009 - December 2013
Bank of China March 2009 - December 2010
American Union Securities, LLC September 2008 - January 2009
Merrill Lynch September 2007 - December 2007
Queens Economic Development Corp. September 2005 - March 2006
Skills
Commercial Real Estate, Real Estate Acquisitions, Banking, Financial Analysis, Investments, Relationship Management, Commercial Banking, Retail Banking, Credit Analysis, Loans, Corporate Finance, Financial Risk
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments, Graduated Cum Laude
Dalian Wanda Group November 2014 - Present
Bank of China January 2014 - November 2014
Bank of China March 2009 - December 2013
Bank of China March 2009 - December 2010
American Union Securities, LLC September 2008 - January 2009
Merrill Lynch September 2007 - December 2007
Queens Economic Development Corp. September 2005 - March 2006
Skills
Commercial Real Estate, Real Estate Acquisitions, Banking, Financial Analysis, Investments, Relationship Management, Commercial Banking, Retail Banking, Credit Analysis, Loans, Corporate Finance, Financial Risk
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments, Graduated Cum Laude
Wes Matthews Wes Matthews's Merrill Lynch Experience May 1999 - August 1999
Job Strategic Financial Advisor | Business and Personal Planner | Partner at Commonwealth Financial Group
Industry Investment Management
Experience
Commonwealth Financial Group June 2014 - Present
WRM Capital 2006 - Present
Deutsche Bank 2000 - 2006
Merrill Lynch May 1999 - August 1999
Skills
Investment Management, Financial Planning, Asset Allocation, Money Management, Risk Management, Capital Markets, Hedge Funds, Equities, Trading, Fixed Income, Foreign Exchange, Futures, Physics of Price, Risk/Reward Analysis, Median Line Tool, Market Structure, Swing Analysis, Pattern Recognition, Trend Analysis, Volatility Metrics, Bloomberg, Ensign, Portfolio Management, Financial Services, Investments, FX Options, Equity Trading, Asset Management
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Finance
Bates College 1995 — 1996
Economics
Winchester High School 1991 — 1995
Commonwealth Financial Group June 2014 - Present
WRM Capital 2006 - Present
Deutsche Bank 2000 - 2006
Merrill Lynch May 1999 - August 1999
Skills
Investment Management, Financial Planning, Asset Allocation, Money Management, Risk Management, Capital Markets, Hedge Funds, Equities, Trading, Fixed Income, Foreign Exchange, Futures, Physics of Price, Risk/Reward Analysis, Median Line Tool, Market Structure, Swing Analysis, Pattern Recognition, Trend Analysis, Volatility Metrics, Bloomberg, Ensign, Portfolio Management, Financial Services, Investments, FX Options, Equity Trading, Asset Management
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Finance
Bates College 1995 — 1996
Economics
Winchester High School 1991 — 1995
Rashmi Singh, MBA(Finance) Rashmi Singh, MBA(Finance)'s Merrill Lynch Experience September 2005 - August 2006
Job FX TradeOps Project Manager at State Street Global Exchange
Industry Financial Services
Experience
State Street Global Exchange-Trading & Clearing March 2010 - Present
Acumen Fund February 2009 - August 2009
HSBC September 2008 - December 2008
Merrill Lynch September 2005 - August 2006
Microsec Ltd. 2005 - 2005
TISCO 2004 - 2004
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
St. Xavier's College 2002 — 2005
BBA, Finance & Accounting
State Street Global Exchange-Trading & Clearing March 2010 - Present
Acumen Fund February 2009 - August 2009
HSBC September 2008 - December 2008
Merrill Lynch September 2005 - August 2006
Microsec Ltd. 2005 - 2005
TISCO 2004 - 2004
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
St. Xavier's College 2002 — 2005
BBA, Finance & Accounting
Vera Duren Vera Duren's Merrill Lynch Experience 1999 - 2001
Job Business Owner at Quality Experts Transportation, LLC
Industry Consumer Services
Experience
Quality Experts Transportation, LLC June 2015 - Present
Austin Outdoor, LLC December 2006 - June 2015
ToysRUs 2005 - 2006
Alcone Marketing Group 2002 - 2004
JWT 2000 - 2002
Merrill Lynch 1999 - 2001
Skills
Strategic Planning, Forecasting, Budgets, Microsoft Excel, Financial Analysis, Accounting, Operations Management, Financial Reporting, Negotiation, Contract Negotiation, Team Building, Sales, Management, Contract Management, Business Development, Customer Service, Process Improvement, New Business Development
Education
University of Florida - Warrington College Of Business 2009 — 2011
Executive MBA
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, Finance & Investments
Quality Experts Transportation, LLC June 2015 - Present
Austin Outdoor, LLC December 2006 - June 2015
ToysRUs 2005 - 2006
Alcone Marketing Group 2002 - 2004
JWT 2000 - 2002
Merrill Lynch 1999 - 2001
Skills
Strategic Planning, Forecasting, Budgets, Microsoft Excel, Financial Analysis, Accounting, Operations Management, Financial Reporting, Negotiation, Contract Negotiation, Team Building, Sales, Management, Contract Management, Business Development, Customer Service, Process Improvement, New Business Development
Education
University of Florida - Warrington College Of Business 2009 — 2011
Executive MBA
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, Finance & Investments
Max Cutchin Max Cutchin's Merrill Lynch Experience January 2013 - April 2013
Job Sales Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle June 2013 - Present
Merrill Lynch January 2013 - April 2013
Derivatas May 2012 - October 2012
Skills
Financial Modeling, Start-ups, Financial Analysis, Corporate Finance, Management, Market Research, New Business Development, Microsoft Excel, Strategic Planning, Analysis, Valuation, Marketing, Data Analysis, Marketing Strategy, Entrepreneurship, Business Strategy, Analytics, Competitive Analysis, Business Planning, Strategy, Team Leadership, Business Development, Online Advertising, Finance, Forecasting, SaaS, Investments, Strategic Partnerships, Sales, Business Analysis, Market Analysis, Mergers & Acquisitions, Salesforce.com, CRM, Leadership, Portfolio Management, Management Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, Finance
Bates College 2005 — 2009
BA, Economics
Oracle June 2013 - Present
Merrill Lynch January 2013 - April 2013
Derivatas May 2012 - October 2012
Skills
Financial Modeling, Start-ups, Financial Analysis, Corporate Finance, Management, Market Research, New Business Development, Microsoft Excel, Strategic Planning, Analysis, Valuation, Marketing, Data Analysis, Marketing Strategy, Entrepreneurship, Business Strategy, Analytics, Competitive Analysis, Business Planning, Strategy, Team Leadership, Business Development, Online Advertising, Finance, Forecasting, SaaS, Investments, Strategic Partnerships, Sales, Business Analysis, Market Analysis, Mergers & Acquisitions, Salesforce.com, CRM, Leadership, Portfolio Management, Management Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
MBA, Finance
Bates College 2005 — 2009
BA, Economics
Lily Galarneau's Merrill Lynch Experience 1997 - 2003
Job Account Manager at Travelers
Industry Insurance
Experience
Travelers November 2013 - Present
Travelers August 2012 - November 2013
Travelers July 2008 - August 2012
MetLife July 2005 - July 2008
Merrill Lynch 1997 - 2003
Skills
Insurance, Workers Compensation, Liability, Property & Casualty..., Casualty, Mentoring, Commercial Insurance, General Insurance, PowerPoint, Word, Excel, Time Management, Microsoft Office, Customer Service, Employee Benefits, Telephone Skills, Global Operations, Coaching, Microsoft Word, Leadership, Customer Retention, Management, Marketing, Microsoft Excel, New Business Development, Brokers, Umbrella Insurance, Legal Liability, Professional Liability, Commercial Lines, Health Insurance, Reinsurance, Casualty Insurance
Education
Bay Path University 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurial Thinking and Innovative Practices
Bay Path College 2012 — 2014
Bachelor's Degree, Business Administration, Executive Management, 4.0
Bay Path College 2010 — 2012
Associate of Science (AS), Business Administration, Management and Operations
Putnan Vocational Tech High School 1986 — 1990
Travelers November 2013 - Present
Travelers August 2012 - November 2013
Travelers July 2008 - August 2012
MetLife July 2005 - July 2008
Merrill Lynch 1997 - 2003
Skills
Insurance, Workers Compensation, Liability, Property & Casualty..., Casualty, Mentoring, Commercial Insurance, General Insurance, PowerPoint, Word, Excel, Time Management, Microsoft Office, Customer Service, Employee Benefits, Telephone Skills, Global Operations, Coaching, Microsoft Word, Leadership, Customer Retention, Management, Marketing, Microsoft Excel, New Business Development, Brokers, Umbrella Insurance, Legal Liability, Professional Liability, Commercial Lines, Health Insurance, Reinsurance, Casualty Insurance
Education
Bay Path University 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurial Thinking and Innovative Practices
Bay Path College 2012 — 2014
Bachelor's Degree, Business Administration, Executive Management, 4.0
Bay Path College 2010 — 2012
Associate of Science (AS), Business Administration, Management and Operations
Putnan Vocational Tech High School 1986 — 1990
Andrew Steiker-Epstein Andrew Steiker-Epstein's Merrill Lynch Experience May 2010 - August 2010
Job Aspiring Entrepreneur
Industry Real Estate
Experience
Keller Williams NYC March 2013 - Present
Roqbot March 2012 - November 2012
OnCall Social Media November 2011 - March 2012
Aronimink Golf Club May 2011 - November 2011
Merrill Lynch May 2010 - August 2010
Austin Probate Court June 2008 - August 2008
Skills
Social Media Marketing, Facebook, Microsoft Office, Marketing, Social Media, Friendraising
Education
Bates College 2007 — 2011
B.A., English/Creative Writing
Germantown Friends School 1998 — 2007
Keller Williams NYC March 2013 - Present
Roqbot March 2012 - November 2012
OnCall Social Media November 2011 - March 2012
Aronimink Golf Club May 2011 - November 2011
Merrill Lynch May 2010 - August 2010
Austin Probate Court June 2008 - August 2008
Skills
Social Media Marketing, Facebook, Microsoft Office, Marketing, Social Media, Friendraising
Education
Bates College 2007 — 2011
B.A., English/Creative Writing
Germantown Friends School 1998 — 2007
Veronica Klebanova's Merrill Lynch Experience September 2015 - Present
Job Certified Financial Planner® Professional & MBA Candidate
Industry Wholesale
Experience
Merrill Lynch September 2015 - Present
Circle Advisers, Inc. December 2012 - Present
Circle Advisers, Inc. July 2011 - Present
Geller & Company January 2011 - May 2011
Penn Mutual Life Insurance Company September 2010 - December 2010
Staples August 2007 - May 2010
Skills
Adobe Creative Suite, Search Engine..., Marketing Management, Event Planning, Customer Relations, Website Development, Graphic Design, Google Webmaster Tools, Google, Supplier Management, Referrals, Client Retention, Client Service, Client Relationship..., Microsoft Office, Microsoft Operating..., Mac OS X, iPhone, Social Networking, Financial Services, SEO, Customer Service, CRM, Marketing, OS X, Recruiting, Web Analytics, Email Marketing, Digital Marketing, Social Media Marketing, Customer Retention, Google Analytics, Digital Strategy, Market Research, Corporate Moves, Corporate Relocation, Infrastructure..., Public Relations, Leadership, Training, Management, Time Management, Online Marketing, Direct Marketing, Online Advertising, Salesforce.com, Sponsorship, Strategy, Marketing Research, Facebook
Education
Pace University - Lubin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
New York University - Leonard N. Stern School of Business 2013 — 2014
Certified Financial Planner Professional, Financial Planning and Services
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, International Marketing, Psychology, Finance
Merrill Lynch September 2015 - Present
Circle Advisers, Inc. December 2012 - Present
Circle Advisers, Inc. July 2011 - Present
Geller & Company January 2011 - May 2011
Penn Mutual Life Insurance Company September 2010 - December 2010
Staples August 2007 - May 2010
Skills
Adobe Creative Suite, Search Engine..., Marketing Management, Event Planning, Customer Relations, Website Development, Graphic Design, Google Webmaster Tools, Google, Supplier Management, Referrals, Client Retention, Client Service, Client Relationship..., Microsoft Office, Microsoft Operating..., Mac OS X, iPhone, Social Networking, Financial Services, SEO, Customer Service, CRM, Marketing, OS X, Recruiting, Web Analytics, Email Marketing, Digital Marketing, Social Media Marketing, Customer Retention, Google Analytics, Digital Strategy, Market Research, Corporate Moves, Corporate Relocation, Infrastructure..., Public Relations, Leadership, Training, Management, Time Management, Online Marketing, Direct Marketing, Online Advertising, Salesforce.com, Sponsorship, Strategy, Marketing Research, Facebook
Education
Pace University - Lubin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
New York University - Leonard N. Stern School of Business 2013 — 2014
Certified Financial Planner Professional, Financial Planning and Services
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, International Marketing, Psychology, Finance
Patrick McDougall's Merrill Lynch Experience June 2012 - August 2012
Job Investor Services Finance & Business Management Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
Baruch Investment Management Group January 2013 - January 2014
JPMorgan Chase February 2013 - August 2013
Baruch Investment Management Group April 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Reuters 3000, Financial Analysis, Public Speaking, Team Management, Bloomberg, Portfolio Management, Bloomberg Terminal, Financial Modeling, Investments, Finance, Start-ups, Teamwork, Analysis, Management, Data Analysis, Valuation
Education
City University of New York-Baruch College 2009 — 2014
BBA, Finance
JPMorgan Chase February 2014 - Present
Baruch Investment Management Group January 2013 - January 2014
JPMorgan Chase February 2013 - August 2013
Baruch Investment Management Group April 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Reuters 3000, Financial Analysis, Public Speaking, Team Management, Bloomberg, Portfolio Management, Bloomberg Terminal, Financial Modeling, Investments, Finance, Start-ups, Teamwork, Analysis, Management, Data Analysis, Valuation
Education
City University of New York-Baruch College 2009 — 2014
BBA, Finance
Page and Carl Henry's Merrill Lynch Experience February 1974 - November 1977
Job Senior Marketing Consultants at Harry Norman, Realtors
Industry Real Estate
Experience
Atlanta Woman's Club March 2009 - Present
Harry Norman, Realtors September 2003 - Present
Mt. Bethel UMC June 2001 - June 2013
Franklin Covey December 1994 - December 2012
Harry Norman SMC Advisory Board January 2010 - January 2012
Arrow Distributing Company 1983 - 2003
Coca-Cola, North America February 1977 - December 1982
Merrill Lynch February 1974 - November 1977
Skills
Coaching, Social Media, Project Management, Strategic Planning, Entrepreneurship, Investment Properties, Nonprofits, Strategy, Small Business, Organizational..., Healthcare, Relocation, Account Management, Event Management, Business Development, Sales, Marketing, Leadership, Residential Homes
Education
Georgia State University - J. Mack Robinson College of Business 1970 — 1974
BBA, Marketing and Management
Indiana University Bloomington
Slavic Languages-Russian
Guilford College
Bauder College
Atlanta Woman's Club March 2009 - Present
Harry Norman, Realtors September 2003 - Present
Mt. Bethel UMC June 2001 - June 2013
Franklin Covey December 1994 - December 2012
Harry Norman SMC Advisory Board January 2010 - January 2012
Arrow Distributing Company 1983 - 2003
Coca-Cola, North America February 1977 - December 1982
Merrill Lynch February 1974 - November 1977
Skills
Coaching, Social Media, Project Management, Strategic Planning, Entrepreneurship, Investment Properties, Nonprofits, Strategy, Small Business, Organizational..., Healthcare, Relocation, Account Management, Event Management, Business Development, Sales, Marketing, Leadership, Residential Homes
Education
Georgia State University - J. Mack Robinson College of Business 1970 — 1974
BBA, Marketing and Management
Indiana University Bloomington
Slavic Languages-Russian
Guilford College
Bauder College
Olga Karpekina Olga Karpekina's Merrill Lynch Experience December 2008 - May 2009
Job Research Associate at The Pew Charitable Trusts
Industry Public Policy
Experience
The Pew Charitable Trusts November 2014 - Present
Green Planet, Belarus January 2014 - September 2014
J.P. Morgan July 2009 - July 2012
Merrill Lynch December 2008 - May 2009
Skills
Economics, International Relations, Private Equity, Public Policy, Mutual Funds, Fixed Income, Wealth Management, Financial Modeling, Bloomberg, Sustainable Development, Equities, Alternative Investments, Project Management, Hedge Funds, Financial Analysis, Financial Regulation, Quantitative Research
Education
London School of Economics and Political Science 2012 — 2013
MSc Public Policy and And Administration
Baruch College 2006 — 2009
Bachelor of Business Administration (BBA) Honors, Major: Finance and Investments, Minor: Economics, 3.7
The Pew Charitable Trusts November 2014 - Present
Green Planet, Belarus January 2014 - September 2014
J.P. Morgan July 2009 - July 2012
Merrill Lynch December 2008 - May 2009
Skills
Economics, International Relations, Private Equity, Public Policy, Mutual Funds, Fixed Income, Wealth Management, Financial Modeling, Bloomberg, Sustainable Development, Equities, Alternative Investments, Project Management, Hedge Funds, Financial Analysis, Financial Regulation, Quantitative Research
Education
London School of Economics and Political Science 2012 — 2013
MSc Public Policy and And Administration
Baruch College 2006 — 2009
Bachelor of Business Administration (BBA) Honors, Major: Finance and Investments, Minor: Economics, 3.7
Vivian Quintana's Merrill Lynch Experience June 2001 - December 2009
Job Sr. Compliance Coordinator at AIG
Industry Human Resources
Experience
AIG June 2015 - Present
Arbonne International LLC August 2014 - Present
Bankers Cooperative Group a Subsidiary of the NJ Bankers Association March 2014 - June 2015
Connelly-Campion-Wright Insurance Agency August 2012 - August 2013
Oasis Outsourcing August 2011 - March 2012
Emerald Financial Resources March 2010 - October 2010
Merrill Lynch June 2001 - December 2009
Merrill Lynch May 2000 - June 2001
Skadden, Arps, Slate, Meagher and Flom August 1987 - January 1995
CBS Records June 1986 - August 1987
Skills
Benefits Administration, Employee Benefits, Health Insurance, Management, Life Insurance, Customer Service, Insurance, COBRA, Finance, Accounting, PeopleSoft, Human Resources, Executive Pay, Enrollment Management, Medicare, Health Care Reform, ERISA, Retirement, HRIS, Quote Preparation, Licensed Life & Health..., Health Care Compliance, Health Care Regulation, Benefit Cost Analysis, Training, Carrier Relationships, Renewals, Small Group Counseling, Healthcare Management, Oracle Applications, Conversion Optimization, Presentations
Education
ExamFX - PSI LLC 2010 — 2014
215 NJ License, Life Insurance, Accident, Health or Sickness
Baruch College, City University of New York (CUNY) 1988 — 1989
Essex College of Business 1984 — 1986
Diploma, Accounting, Computer Programing
Saint Peter's University 1982 — 1983
AIG June 2015 - Present
Arbonne International LLC August 2014 - Present
Bankers Cooperative Group a Subsidiary of the NJ Bankers Association March 2014 - June 2015
Connelly-Campion-Wright Insurance Agency August 2012 - August 2013
Oasis Outsourcing August 2011 - March 2012
Emerald Financial Resources March 2010 - October 2010
Merrill Lynch June 2001 - December 2009
Merrill Lynch May 2000 - June 2001
Skadden, Arps, Slate, Meagher and Flom August 1987 - January 1995
CBS Records June 1986 - August 1987
Skills
Benefits Administration, Employee Benefits, Health Insurance, Management, Life Insurance, Customer Service, Insurance, COBRA, Finance, Accounting, PeopleSoft, Human Resources, Executive Pay, Enrollment Management, Medicare, Health Care Reform, ERISA, Retirement, HRIS, Quote Preparation, Licensed Life & Health..., Health Care Compliance, Health Care Regulation, Benefit Cost Analysis, Training, Carrier Relationships, Renewals, Small Group Counseling, Healthcare Management, Oracle Applications, Conversion Optimization, Presentations
Education
ExamFX - PSI LLC 2010 — 2014
215 NJ License, Life Insurance, Accident, Health or Sickness
Baruch College, City University of New York (CUNY) 1988 — 1989
Essex College of Business 1984 — 1986
Diploma, Accounting, Computer Programing
Saint Peter's University 1982 — 1983
Noushka Green Noushka Green's Merrill Lynch Experience 2012 - 2012
Job Associate Community Manager at WeWork Bryant Park
Industry Internet
Experience
Merrill Lynch 2012 - 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Data Analysis, Teamwork, Analysis
Education
Baruch College
Bachelor’s Degree, Entrepreneurship/Entrepreneurial Studies
Merrill Lynch 2012 - 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Data Analysis, Teamwork, Analysis
Education
Baruch College
Bachelor’s Degree, Entrepreneurship/Entrepreneurial Studies
Simon Lockren's Merrill Lynch Experience June 2006 - December 2009
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch June 2006 - December 2009
Lehman Brothers September 2002 - May 2006
Lehman Brothers June 2001 - September 2001
Skills
Six Sigma Green Belt, Six Sigma Black Belt, Business Analysis, Change Management, Commercial Banking, Process Improvement, Risk Management, Six Sigma, Strategy
Education
Bath Spa University 1998 — 2002
BSc (hons), Business Studies
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch June 2006 - December 2009
Lehman Brothers September 2002 - May 2006
Lehman Brothers June 2001 - September 2001
Skills
Six Sigma Green Belt, Six Sigma Black Belt, Business Analysis, Change Management, Commercial Banking, Process Improvement, Risk Management, Six Sigma, Strategy
Education
Bath Spa University 1998 — 2002
BSc (hons), Business Studies
Bill Dietz Bill Dietz's Merrill Lynch Experience October 1996 - October 2004
Job President at Dietz Financial Services, LLC
Industry Financial Services
Experience
Dietz Financial Services, LLC - An Independent Firm May 2013 - Present
Raymond James June 2009 - Present
Extraco Banks June 2009 - May 2013
UBS Wealth Management October 2004 - June 2009
Merrill Lynch October 1996 - October 2004
Waco Custom Stone September 1995 - October 1996
Texas National Bank of Waco June 1992 - September 1995
Skills
Investments, Financial Advisory, Retirement Planning, Portfolio Management, Investment Advisory, Public Speaking, Series 7, Wealth Management, Strategic Financial..., Estate Planning, Financial Services, Insurance, Securities, Investment Management, Finance, Investment Strategies, 401k, Asset Allocation, Retirement, Mutual Funds, Asset Management, Wealth Management..., Financial Planning
Education
Baylor University
B.A., Business Administration
Raymond James Institute of Investment Management Consulting
Investment Management Consultant
Wharton School of Business SIFMA Securities Industry Institute 2012 — 2014
Dietz Financial Services, LLC - An Independent Firm May 2013 - Present
Raymond James June 2009 - Present
Extraco Banks June 2009 - May 2013
UBS Wealth Management October 2004 - June 2009
Merrill Lynch October 1996 - October 2004
Waco Custom Stone September 1995 - October 1996
Texas National Bank of Waco June 1992 - September 1995
Skills
Investments, Financial Advisory, Retirement Planning, Portfolio Management, Investment Advisory, Public Speaking, Series 7, Wealth Management, Strategic Financial..., Estate Planning, Financial Services, Insurance, Securities, Investment Management, Finance, Investment Strategies, 401k, Asset Allocation, Retirement, Mutual Funds, Asset Management, Wealth Management..., Financial Planning
Education
Baylor University
B.A., Business Administration
Raymond James Institute of Investment Management Consulting
Investment Management Consultant
Wharton School of Business SIFMA Securities Industry Institute 2012 — 2014
Jarret Dewberry Jarret Dewberry's Merrill Lynch Experience May 2014 - Present
Job Merrill lynch Client Associate
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Brown Brothers Harriman July 2013 - May 2014
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Budgets, Accounting, Sales, Financial Analysis, Risk Management, Banking, Access, Financial Services, Time Management
Education
Bay State College 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Merrill Lynch May 2014 - Present
Brown Brothers Harriman July 2013 - May 2014
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Budgets, Accounting, Sales, Financial Analysis, Risk Management, Banking, Access, Financial Services, Time Management
Education
Bay State College 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Andrew Padilla's Merrill Lynch Experience July 2013 - June 2015
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
World Class Capital Group August 2015 - Present
Merrill Lynch July 2013 - June 2015
Pillsman Partners January 2012 - December 2012
Highland Capital Management July 2008 - June 2011
Ernst & Young June 2006 - July 2008
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Technology, Fund Accounting, Investor Reporting, Programming, Graphic Design, Web Development, SQL, PHP, Visual Basic
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
Baylor University 2001 — 2006
BBA, Accounting, Computer Information Systems
World Class Capital Group August 2015 - Present
Merrill Lynch July 2013 - June 2015
Pillsman Partners January 2012 - December 2012
Highland Capital Management July 2008 - June 2011
Ernst & Young June 2006 - July 2008
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Technology, Fund Accounting, Investor Reporting, Programming, Graphic Design, Web Development, SQL, PHP, Visual Basic
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
Baylor University 2001 — 2006
BBA, Accounting, Computer Information Systems
Terrence Ronan Terrence Ronan's Merrill Lynch Experience November 2006 - March 2008
Job Executive Vice President & Chief Financial Officer at Atlantic Power Corporation
Industry Utilities
Experience
Atlantic Power Corporation August 2012 - Present
Plains All American April 2011 - August 2012
Independent Consultant: Energy Industry December 2009 - March 2011
SemGroup, L.P. March 2008 - December 2009
Merrill Lynch November 2006 - March 2008
Bank of America July 1992 - November 2006
Skills
Financial Analysis, Management, Risk Management, Strategic Financial..., Due Diligence, Oil/Gas, Corporate Finance, Finance, Process Improvement, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Cash Management, Capital Markets, Structured Finance, Business Analysis, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Strategic Planning
Education
University of Michigan Ross School of Business 1986 — 1988
MBA, Finance/Accounting
Bates College 1977 — 1981
BS, Biology
Atlantic Power Corporation August 2012 - Present
Plains All American April 2011 - August 2012
Independent Consultant: Energy Industry December 2009 - March 2011
SemGroup, L.P. March 2008 - December 2009
Merrill Lynch November 2006 - March 2008
Bank of America July 1992 - November 2006
Skills
Financial Analysis, Management, Risk Management, Strategic Financial..., Due Diligence, Oil/Gas, Corporate Finance, Finance, Process Improvement, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Cash Management, Capital Markets, Structured Finance, Business Analysis, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Strategic Planning
Education
University of Michigan Ross School of Business 1986 — 1988
MBA, Finance/Accounting
Bates College 1977 — 1981
BS, Biology
Kim Butwell Kim Butwell's Merrill Lynch Experience October 2008 - April 2011
Job Deputy Director at Ulster County Office for the Aging
Industry Government Administration
Experience
Ulster County Office for the Aging July 2014 - Present
M&T Securities, Inc May 2011 - June 2014
Merrill Lynch October 2008 - April 2011
Dutchess County Office for the Ageing January 2005 - September 2008
Skills
Series 7, Long Term Care Insurance, Mutual Funds, Medicare, Wealth Management, Estate Planning, Strategic Financial..., Investments, Finance, Insurance, Employee Benefits, Small Business, Retirement Planning, Retirement, Long-term Care, Fixed Annuities
Education
Marist College 2002 — 2006
Masters, Psychology
Bates College
Liberal Arts and Sciences/Liberal Studies
Parsons School of Design
Associate's degree, Fashion/Apparel Design
The New School for Social Research
Bachelor of Arts (BA), Art History, Criticism and Conservation
Trinity Pawling
High School
Ulster County Office for the Aging July 2014 - Present
M&T Securities, Inc May 2011 - June 2014
Merrill Lynch October 2008 - April 2011
Dutchess County Office for the Ageing January 2005 - September 2008
Skills
Series 7, Long Term Care Insurance, Mutual Funds, Medicare, Wealth Management, Estate Planning, Strategic Financial..., Investments, Finance, Insurance, Employee Benefits, Small Business, Retirement Planning, Retirement, Long-term Care, Fixed Annuities
Education
Marist College 2002 — 2006
Masters, Psychology
Bates College
Liberal Arts and Sciences/Liberal Studies
Parsons School of Design
Associate's degree, Fashion/Apparel Design
The New School for Social Research
Bachelor of Arts (BA), Art History, Criticism and Conservation
Trinity Pawling
High School
Kevin Pasha Kevin Pasha's Merrill Lynch Experience September 2009 - January 2013
Job Vice President, Associate Complex Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley August 2014 - June 2015
J.P. Morgan January 2013 - July 2014
Merrill Lynch September 2009 - January 2013
Taylor Morrison July 2005 - August 2007
KB Home July 2003 - May 2005
Education
Harvard University 2007 — 2009
Master's Degree in Management, (International Management & Finance)
Baylor University 1999 — 2003
Bachelor of Arts, University Scholars Program
Morgan Stanley June 2015 - Present
Morgan Stanley August 2014 - June 2015
J.P. Morgan January 2013 - July 2014
Merrill Lynch September 2009 - January 2013
Taylor Morrison July 2005 - August 2007
KB Home July 2003 - May 2005
Education
Harvard University 2007 — 2009
Master's Degree in Management, (International Management & Finance)
Baylor University 1999 — 2003
Bachelor of Arts, University Scholars Program
Onika Abraham Onika Abraham's Merrill Lynch Experience 2000 - 2001
Job Farm School NYC Director / A Farmers' Yoga Founder
Industry Farming
Experience
Farm School NYC May 2014 - Present
A Farmer's Yoga 2012 - Present
Northeast Sustainable Agriculture Working Group 2013 - 2015
Center for Agroecology and Sustainable Food Systems (CASFS) 2012 - 2012
Safe Horizon 2008 - 2010
Safe Horizon July 2004 - September 2008
Green Stamp America / 225 Fifth Avenue 2001 - 2004
Merrill Lynch 2000 - 2001
The Studio Museum in Harlem 1998 - 2000
Rainbow Media 1996 - 1998
Skills
Process Improvement, Marketing, Leadership, Public Relations, Social Media, Nonprofits, Strategic Planning, Fundraising, Management, Yoga Instruction
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.), English, Art History
City University of New York-Baruch College 2006 — 2009
MBA, Marketing
Kripalu School of Yoga 2011 — 2012
Yoga Teacher Training
Miss Hall's School 1987 — 1991
Secondary School
Farm School NYC May 2014 - Present
A Farmer's Yoga 2012 - Present
Northeast Sustainable Agriculture Working Group 2013 - 2015
Center for Agroecology and Sustainable Food Systems (CASFS) 2012 - 2012
Safe Horizon 2008 - 2010
Safe Horizon July 2004 - September 2008
Green Stamp America / 225 Fifth Avenue 2001 - 2004
Merrill Lynch 2000 - 2001
The Studio Museum in Harlem 1998 - 2000
Rainbow Media 1996 - 1998
Skills
Process Improvement, Marketing, Leadership, Public Relations, Social Media, Nonprofits, Strategic Planning, Fundraising, Management, Yoga Instruction
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.), English, Art History
City University of New York-Baruch College 2006 — 2009
MBA, Marketing
Kripalu School of Yoga 2011 — 2012
Yoga Teacher Training
Miss Hall's School 1987 — 1991
Secondary School
Sarah Hussain Sarah Hussain's Merrill Lynch Experience September 2012 - November 2012
Job Senior Private Equity Fund Accountant
Industry Financial Services
Experience
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
Wayne Benjamin Wayne Benjamin's Merrill Lynch Experience 1989 - 1990
Job Assistant Director, Opportunity Programs Group at DASNY (Dormitory Authority state of New York)
Industry Government Administration
Experience
DASNY (Dormitory Authority - State of New York) October 2014 - Present
Harlem Community Development Corporation January 1996 - October 2014
New York City Health and Hospitals Corporation 1995 - 1996
New York City Health and Hospitals Corporation 1990 - 1995
Merrill Lynch 1989 - 1990
Tishman Construction and Realty 1988 - 1989
Total Building Mainteanance 1986 - 1988
New York City Department of General Services 1983 - 1986
Skills
Residential Homes, Government, Real Estate Development, Microsoft Office, Project Management, Strategic Planning, Project Planning, Budgets, Negotiation, Contract Negotiation, Contract Management, Team Building, Procurement, Process Scheduler, Construction Management, Facilities Management, Construction, Program Management, Proposal Writing, Policy, Management, Analysis, Project Coordination, Leadership, Feasibility Studies
Education
City University of New York-Baruch College 1997 — 1997
Real Estate Salesperson
New York University 1990 — 1990
Diploma in Real Estate, Concentration in Financial analysis
Massachusetts Institute of Technology 1980 — 1983
Master of Science in Architecture and Master in City Planning, Architecture, Urban Planning and Urban Design
City University of New York City College 1979 — 1980
Bachelor of Architecture (BArch), Architecture
New York Institute of Technology 1975 — 1979
Bachelor of Science (BS), Architecture, Magna Cum Laude
DASNY (Dormitory Authority - State of New York) October 2014 - Present
Harlem Community Development Corporation January 1996 - October 2014
New York City Health and Hospitals Corporation 1995 - 1996
New York City Health and Hospitals Corporation 1990 - 1995
Merrill Lynch 1989 - 1990
Tishman Construction and Realty 1988 - 1989
Total Building Mainteanance 1986 - 1988
New York City Department of General Services 1983 - 1986
Skills
Residential Homes, Government, Real Estate Development, Microsoft Office, Project Management, Strategic Planning, Project Planning, Budgets, Negotiation, Contract Negotiation, Contract Management, Team Building, Procurement, Process Scheduler, Construction Management, Facilities Management, Construction, Program Management, Proposal Writing, Policy, Management, Analysis, Project Coordination, Leadership, Feasibility Studies
Education
City University of New York-Baruch College 1997 — 1997
Real Estate Salesperson
New York University 1990 — 1990
Diploma in Real Estate, Concentration in Financial analysis
Massachusetts Institute of Technology 1980 — 1983
Master of Science in Architecture and Master in City Planning, Architecture, Urban Planning and Urban Design
City University of New York City College 1979 — 1980
Bachelor of Architecture (BArch), Architecture
New York Institute of Technology 1975 — 1979
Bachelor of Science (BS), Architecture, Magna Cum Laude
Olga Guriyanova Olga Guriyanova's Merrill Lynch Experience June 2010 - August 2010
Job Investor Services Administrator
Industry Financial Services
Experience
HedgeServ June 2014 - Present
TAG Associates January 2011 - May 2014
Merrill Lynch June 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2009
Skills
Financial Reporting, Microsoft Office, Portfolio Management, HTML, Microsoft Excel, Investments, Reconciliation, Excel, Adobe Acrobat, Vlookup, Portfolio Performance..., Client Relations Skills, Analysis, Account Reconciliation, SQL, Performance Reporting, performance reporting..., Hedge Funds, AML, KYC, Investor Relations, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor Degree, Finance and Investments
HedgeServ June 2014 - Present
TAG Associates January 2011 - May 2014
Merrill Lynch June 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2009
Skills
Financial Reporting, Microsoft Office, Portfolio Management, HTML, Microsoft Excel, Investments, Reconciliation, Excel, Adobe Acrobat, Vlookup, Portfolio Performance..., Client Relations Skills, Analysis, Account Reconciliation, SQL, Performance Reporting, performance reporting..., Hedge Funds, AML, KYC, Investor Relations, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor Degree, Finance and Investments
Ryan John Ryan John's Merrill Lynch Experience 1997 - 1999
Job Assistant Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2011 - Present
The Magic Moments 2004 - Present
The Blackstone Group January 2009 - December 2010
Morgan Stanley 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Visio, SharePoint, Software Documentation, Vendor Management, Business Analysis, Mac, Microsoft Office, Project Management, Access, Windows, Photoshop, PowerPoint, OS X, Microsoft Word, Microsoft Excel, Technical Support, Process Improvement, Photography, Digital Photography, Fixed Income, Leadership, SDLC, Adobe Acrobat, System Administration, HTML, Windows 7, Asset Managment, Disaster Recovery, Training
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Computer Information Systems
The Blackstone Group January 2011 - Present
The Magic Moments 2004 - Present
The Blackstone Group January 2009 - December 2010
Morgan Stanley 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Visio, SharePoint, Software Documentation, Vendor Management, Business Analysis, Mac, Microsoft Office, Project Management, Access, Windows, Photoshop, PowerPoint, OS X, Microsoft Word, Microsoft Excel, Technical Support, Process Improvement, Photography, Digital Photography, Fixed Income, Leadership, SDLC, Adobe Acrobat, System Administration, HTML, Windows 7, Asset Managment, Disaster Recovery, Training
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Computer Information Systems
Ben Lamb Ben Lamb's Merrill Lynch Experience June 2000 - September 2001
Job Senior Vice President Finance & Corporate Development at EnLink Midstream
Industry Oil & Energy
Experience
EnLink Midstream December 2012 - Present
Greenhill & Co. 2005 - 2012
UBS Investment Bank September 2001 - March 2005
Merrill Lynch June 2000 - September 2001
Skills
Mergers, Capital Markets, Debt Restructuring, Acquisitions, Financial Modeling, Energy, Cross-border..., Mergers & Acquisitions, Leveraged Finance, Valuation, Restructuring, Private Equity, Corporate Development, Finance
Education
Baylor University 1997 — 2000
Bachelor of Business Administration (BBA), Finance / Economics / International Business
EnLink Midstream December 2012 - Present
Greenhill & Co. 2005 - 2012
UBS Investment Bank September 2001 - March 2005
Merrill Lynch June 2000 - September 2001
Skills
Mergers, Capital Markets, Debt Restructuring, Acquisitions, Financial Modeling, Energy, Cross-border..., Mergers & Acquisitions, Leveraged Finance, Valuation, Restructuring, Private Equity, Corporate Development, Finance
Education
Baylor University 1997 — 2000
Bachelor of Business Administration (BBA), Finance / Economics / International Business
Santo Dettore Santo Dettore's Merrill Lynch Experience June 2012 - May 2014
Job Project Manager Development
Industry Commercial Real Estate
Experience
Hobbs Brook Management May 2014 - Present
Merrill Lynch June 2012 - May 2014
Education
Bates College 2008 — 2012
Bachelor of Arts (B.A.), English Literature and Economics
St. John's Preparatory School 2004 — 2008
Hobbs Brook Management May 2014 - Present
Merrill Lynch June 2012 - May 2014
Education
Bates College 2008 — 2012
Bachelor of Arts (B.A.), English Literature and Economics
St. John's Preparatory School 2004 — 2008
Sandra Lapp Sandra Lapp's Merrill Lynch Experience 1998 - 2009
Job Human Resources Executive, Capital One
Industry Human Resources
Experience
Capital One August 2013 - Present
Capital One March 2010 - Present
Merrill Lynch/Bank of America January 2009 - March 2010
Merrill Lynch 1998 - 2009
ASI Solutions Inc June 1997 - June 1998
Skills
Organizational..., People Development, HR Consulting, Strategic Influence, Relationship Building, Training Delivery, Training & Development, Human Resources, Compensation Strategies, Recruiting, Employee Relations, Employee Engagement, Stakeholder Management, Program Development, College Recruiting, Leadership Mentoring, Coaching & Mentoring, Change Management, Commercial Banking, Management, Performance Management, Onboarding, Personnel Management, Retail Banking, Succession Planning, Talent Management
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
Masters, Industrial Organizational Psychology
Ohio University 1992 — 1996
BA, Psychology
Capital One August 2013 - Present
Capital One March 2010 - Present
Merrill Lynch/Bank of America January 2009 - March 2010
Merrill Lynch 1998 - 2009
ASI Solutions Inc June 1997 - June 1998
Skills
Organizational..., People Development, HR Consulting, Strategic Influence, Relationship Building, Training Delivery, Training & Development, Human Resources, Compensation Strategies, Recruiting, Employee Relations, Employee Engagement, Stakeholder Management, Program Development, College Recruiting, Leadership Mentoring, Coaching & Mentoring, Change Management, Commercial Banking, Management, Performance Management, Onboarding, Personnel Management, Retail Banking, Succession Planning, Talent Management
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
Masters, Industrial Organizational Psychology
Ohio University 1992 — 1996
BA, Psychology
Vu Phong Nguyen Vu Phong Nguyen's Merrill Lynch Experience January 2010 - June 2010
Job Equity Research Analyst, CFA Level 3 Candidate
Industry Financial Services
Experience
Centre Asset Management, LLC September 2013 - July 2015
Drexel Hamilton Investment Partners, LLC. November 2012 - September 2013
UBS June 2010 - September 2010
Merrill Lynch January 2010 - June 2010
AXA Advisors October 2009 - February 2010
Skills
Financial Analysis, Equity Research, Equity Valuation, DCF, Excel, Fixed Income, Corporate Finance, Options Pricing, Statistics, Financial Modeling, M&A Modeling, Microsoft Excel, Portfolio Management, Derivatives, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Options, Analysis, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
MS, Financial Statement Analysis and Securities Valuation, 3.8
Baruch College/CUNY 2008 — 2011
B.B.A., Finance and Investments, 3.7
Yonsei University 2009 — 2009
Bachelor's, Finance and Investments
Berkeley College 2006 — 2007
Bachelor, Business Management
English College In Prague 2000 — 2006
International Baccalaureate, High School/Secondary Diplomas and Certificates
Centre Asset Management, LLC September 2013 - July 2015
Drexel Hamilton Investment Partners, LLC. November 2012 - September 2013
UBS June 2010 - September 2010
Merrill Lynch January 2010 - June 2010
AXA Advisors October 2009 - February 2010
Skills
Financial Analysis, Equity Research, Equity Valuation, DCF, Excel, Fixed Income, Corporate Finance, Options Pricing, Statistics, Financial Modeling, M&A Modeling, Microsoft Excel, Portfolio Management, Derivatives, Mutual Funds, Investments, Finance, Asset Management, Financial Services, Options, Analysis, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
MS, Financial Statement Analysis and Securities Valuation, 3.8
Baruch College/CUNY 2008 — 2011
B.B.A., Finance and Investments, 3.7
Yonsei University 2009 — 2009
Bachelor's, Finance and Investments
Berkeley College 2006 — 2007
Bachelor, Business Management
English College In Prague 2000 — 2006
International Baccalaureate, High School/Secondary Diplomas and Certificates
Rony James, CPA Rony James, CPA's Merrill Lynch Experience November 2007 - November 2008
Job Associate Tax at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs January 2012 - December 2013
Goldman Sachs January 2010 - December 2011
Goldman Sachs November 2008 - September 2009
Merrill Lynch November 2007 - November 2008
Provident Bank July 2005 - November 2007
Skills
Private Equity, Tax, Investments, Accounting, International Tax, Financial Analysis, Corporate Tax, Finance, Financial Reporting, Microsoft Excel, Microsoft Office, Corporate Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MS, Taxation
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Accounting
North Rockland High School 2003 — 2006
Goldman Sachs January 2014 - Present
Goldman Sachs January 2012 - December 2013
Goldman Sachs January 2010 - December 2011
Goldman Sachs November 2008 - September 2009
Merrill Lynch November 2007 - November 2008
Provident Bank July 2005 - November 2007
Skills
Private Equity, Tax, Investments, Accounting, International Tax, Financial Analysis, Corporate Tax, Finance, Financial Reporting, Microsoft Excel, Microsoft Office, Corporate Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MS, Taxation
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Accounting
North Rockland High School 2003 — 2006
Shannon T. McMillan Shannon T. McMillan's Merrill Lynch Experience May 2004 - August 2007
Job Mental Health Counselor/Psychotherapist for Counseling in Schools
Industry Financial Services
Experience
Counseling in Schools August 2014 - Present
Baruch College August 2013 - Present
Counseling in Schools August 2013 - June 2014
Psychodiagnostic Services January 2013 - April 2013
Bressler, Amery & Ross, P.C. October 2009 - December 2012
Morgan Stanley August 2007 - March 2009
Merrill Lynch May 2004 - August 2007
New York Knicks August 2001 - May 2004
Skills
Legal Research, Litigation, Securities Regulation, Mediation, Securities, Case Management Services, Research, Courts, Legal Writing, Management, Mental Health Counseling, Psychotherapy, Interviews, Arbitration, Lexis, Psychology, Group Therapy, Family Therapy
Education
Baruch College 2012 — 2014
Master of Arts (M.A.), Mental Health Counseling/Psychotherapy
The Chicago School of Professional Psychology 2010 — 2010
Certification, Forensic Psychology
University of North Carolina at Charlotte 1995 — 2000
BS and BA, Criminal Justice and Psychology
Counseling in Schools August 2014 - Present
Baruch College August 2013 - Present
Counseling in Schools August 2013 - June 2014
Psychodiagnostic Services January 2013 - April 2013
Bressler, Amery & Ross, P.C. October 2009 - December 2012
Morgan Stanley August 2007 - March 2009
Merrill Lynch May 2004 - August 2007
New York Knicks August 2001 - May 2004
Skills
Legal Research, Litigation, Securities Regulation, Mediation, Securities, Case Management Services, Research, Courts, Legal Writing, Management, Mental Health Counseling, Psychotherapy, Interviews, Arbitration, Lexis, Psychology, Group Therapy, Family Therapy
Education
Baruch College 2012 — 2014
Master of Arts (M.A.), Mental Health Counseling/Psychotherapy
The Chicago School of Professional Psychology 2010 — 2010
Certification, Forensic Psychology
University of North Carolina at Charlotte 1995 — 2000
BS and BA, Criminal Justice and Psychology
Yalixa De La Cruz Yalixa De La Cruz's Merrill Lynch Experience May 2008 - August 2008
Job Business Analyst/IT Project Manager
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
Bank of America Merrill Lynch July 2009 - June 2014
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
BJ's Wholesale Club June 2003 - July 2005
Skills
Data Analysis, SQL, Spanish, Business Analysis, Prime Brokerage, Equities, Public Speaking, Project Management, Customer Service, Analysis, Microsoft Office, SDLC, Access, Risk Management, Trading Systems, Microsoft Excel
Education
Baruch College 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
Saint John's University 2005 — 2009
Bachelor of Science (BS), Computer Science, CyberForensics Minor
Deutsche Bank June 2014 - Present
Bank of America Merrill Lynch July 2009 - June 2014
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
BJ's Wholesale Club June 2003 - July 2005
Skills
Data Analysis, SQL, Spanish, Business Analysis, Prime Brokerage, Equities, Public Speaking, Project Management, Customer Service, Analysis, Microsoft Office, SDLC, Access, Risk Management, Trading Systems, Microsoft Excel
Education
Baruch College 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
Saint John's University 2005 — 2009
Bachelor of Science (BS), Computer Science, CyberForensics Minor
Ruth Santiago Ruth Santiago's Merrill Lynch Experience December 2000 - April 2010
Job Administration @BofAML
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2012 - November 2014
USA TODAY November 2011 - February 2012
American Express June 2011 - August 2011
Merrill Lynch December 2000 - April 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Travel Arrangements, Organizational Charts, Other Administrative..., Calendars, Access, Accounts Payable, Administration, Customer Service, Outlook, Teamwork, Visio
Education
Baruch College, City University of New York (CUNY)
Computer and Information Sciences, General
CUNY New York City College of Technology
Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2012 - November 2014
USA TODAY November 2011 - February 2012
American Express June 2011 - August 2011
Merrill Lynch December 2000 - April 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Travel Arrangements, Organizational Charts, Other Administrative..., Calendars, Access, Accounts Payable, Administration, Customer Service, Outlook, Teamwork, Visio
Education
Baruch College, City University of New York (CUNY)
Computer and Information Sciences, General
CUNY New York City College of Technology
Liberal Arts and Sciences/Liberal Studies
David A. Dodgen David A. Dodgen's Merrill Lynch Experience October 1997 - January 2011
Job Wealth Advisor
Industry Financial Services
Experience
USAA July 2012 - Present
LPL Financial January 2011 - June 2012
Merrill Lynch October 1997 - January 2011
Skills
Fixed Annuities, Investment Strategies, Series 65, IRAs, Insurance, Financial Services, Portfolio Management, Asset Management, Financial Advisory, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Series 63, Series 7, Retirement Planning, Investment Advisory, Wealth Management, Wealth Management..., Investment Management, Life Insurance, Long-term Care, 401k Rollovers, Term Life Insurance, Roth IRA, Variable Annuities, College Savings Plans, Wealth, Finance
Education
Baylor University 1993 — 1995
Bachelor of Arts, Psychology
Texas A&M University 1991 — 1993
Lake Highlands HS 1988 — 1991
USAA July 2012 - Present
LPL Financial January 2011 - June 2012
Merrill Lynch October 1997 - January 2011
Skills
Fixed Annuities, Investment Strategies, Series 65, IRAs, Insurance, Financial Services, Portfolio Management, Asset Management, Financial Advisory, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Series 63, Series 7, Retirement Planning, Investment Advisory, Wealth Management, Wealth Management..., Investment Management, Life Insurance, Long-term Care, 401k Rollovers, Term Life Insurance, Roth IRA, Variable Annuities, College Savings Plans, Wealth, Finance
Education
Baylor University 1993 — 1995
Bachelor of Arts, Psychology
Texas A&M University 1991 — 1993
Lake Highlands HS 1988 — 1991
Carl Webb's Merrill Lynch Experience June 2015 - Present
Job GWM Intern at Merrill Lynch in Dallas, TX
Industry
Experience
Merrill Lynch June 2015 - Present
Mattson Financial Services June 2014 - Present
Baylor University January 2014 - December 2014
Marble Slab Creamery April 2013 - August 2013
Pine Creek Golf Course September 2011 - August 2013
Skills
Time Management, Teamwork, People Skills, Data Entry, Microsoft Office, Critical Thinking, PowerPoint, Cashiering, Microsoft Word, Cash Handling Experience, Facebook, Cash Register, Microsoft Excel, Customer Service, Event Planning
Education
Baylor University 2013 — 2017
Pre-Law Studies and Pre-Business, Freshman
Merrill Lynch June 2015 - Present
Mattson Financial Services June 2014 - Present
Baylor University January 2014 - December 2014
Marble Slab Creamery April 2013 - August 2013
Pine Creek Golf Course September 2011 - August 2013
Skills
Time Management, Teamwork, People Skills, Data Entry, Microsoft Office, Critical Thinking, PowerPoint, Cashiering, Microsoft Word, Cash Handling Experience, Facebook, Cash Register, Microsoft Excel, Customer Service, Event Planning
Education
Baylor University 2013 — 2017
Pre-Law Studies and Pre-Business, Freshman
Christian Ford Christian Ford's Merrill Lynch Experience July 2015 - Present
Job Associate, Alternative Investments at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - August 2014
Boston Biomedical Consultants November 2011 - July 2013
Boston Biomedical Consultants April 2010 - November 2011
Boston Biomedical Consultants June 2008 - April 2010
Cubist Pharmaceuticals May 2007 - August 2007
Stifel Nicolaus, Inc. June 2006 - August 2006
Fitzgerald, Stevens & Ford/OI January 2000 - June 2006
Skills
Market Research, Marketing Strategy, Start-ups, Strategy, Proposal Writing, Predictive Analytics, Analysis, Project Management, Competitive Analysis, Medical Devices, Marketing, CRM, Market Analysis, Cross-functional Team...
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Bates College 2004 — 2008
BA, Economics
Danish Institute for Study Abroad (DIS) 2006 — 2006
European Politics & Society
The Pomfret School 2001 — 2004
The Fenn School 1998 — 2001
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - August 2014
Boston Biomedical Consultants November 2011 - July 2013
Boston Biomedical Consultants April 2010 - November 2011
Boston Biomedical Consultants June 2008 - April 2010
Cubist Pharmaceuticals May 2007 - August 2007
Stifel Nicolaus, Inc. June 2006 - August 2006
Fitzgerald, Stevens & Ford/OI January 2000 - June 2006
Skills
Market Research, Marketing Strategy, Start-ups, Strategy, Proposal Writing, Predictive Analytics, Analysis, Project Management, Competitive Analysis, Medical Devices, Marketing, CRM, Market Analysis, Cross-functional Team...
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Bates College 2004 — 2008
BA, Economics
Danish Institute for Study Abroad (DIS) 2006 — 2006
European Politics & Society
The Pomfret School 2001 — 2004
The Fenn School 1998 — 2001
Rashad Anderson Rashad Anderson's Merrill Lynch Experience June 2010 - August 2010
Job Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch February 2013 - February 2015
Bank of America Merril Lynch August 2011 - January 2013
Merrill Lynch June 2010 - August 2010
Skills
Equities, Finance, Unit Investment Trusts, Closed-end Funds, Financial Markets, Product Development, Equity Capital Markets, Investment Products, Product Management, Wealth Management
Education
City University of New York-Baruch College 2007 — 2010
Bachelor of Science (BS), Finance and Investments
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch February 2013 - February 2015
Bank of America Merril Lynch August 2011 - January 2013
Merrill Lynch June 2010 - August 2010
Skills
Equities, Finance, Unit Investment Trusts, Closed-end Funds, Financial Markets, Product Development, Equity Capital Markets, Investment Products, Product Management, Wealth Management
Education
City University of New York-Baruch College 2007 — 2010
Bachelor of Science (BS), Finance and Investments
Samantha Kong Samantha Kong's Merrill Lynch Experience June 2007 - September 2007
Job Research Analyst at Noble Group
Industry Oil & Energy
Experience
Noble Group March 2012 - Present
Societe Generale July 2010 - March 2012
Aurora Capital LLC. January 2010 - June 2010
Asia Society August 2009 - September 2009
United Way January 2009 - April 2009
Merrill Lynch June 2007 - September 2007
Skills
Qualitative Research, Fundamental Research, Energy Trading, Commodities, Natural Gas, Financial Analysis, Trading, Valuation, Corporate Finance, Commodity, Research, Quantitative Finance, Quantitative Analytics, Commodity Markets, Economics, Due Diligence, Investment Banking, Financial Modeling, Bloomberg, Data Analysis, Strategy, Derivatives, Analysis, Finance
Education
University of Rochester - Simon Business School 2008 — 2009
MS, Finance
Zhejiang University 2004 — 2008
BS, Business Management
Baruch College
Noble Group March 2012 - Present
Societe Generale July 2010 - March 2012
Aurora Capital LLC. January 2010 - June 2010
Asia Society August 2009 - September 2009
United Way January 2009 - April 2009
Merrill Lynch June 2007 - September 2007
Skills
Qualitative Research, Fundamental Research, Energy Trading, Commodities, Natural Gas, Financial Analysis, Trading, Valuation, Corporate Finance, Commodity, Research, Quantitative Finance, Quantitative Analytics, Commodity Markets, Economics, Due Diligence, Investment Banking, Financial Modeling, Bloomberg, Data Analysis, Strategy, Derivatives, Analysis, Finance
Education
University of Rochester - Simon Business School 2008 — 2009
MS, Finance
Zhejiang University 2004 — 2008
BS, Business Management
Baruch College
Sarah Jalili's Merrill Lynch Experience July 2006 - August 2006
Job Advisory Experienced Associate at PwC
Industry Management Consulting
Experience
PwC March 2015 - Present
EY November 2013 - February 2015
JPMorgan Chase June 2011 - August 2011
Basel Asset Management May 2010 - December 2010
Merrill Lynch July 2006 - August 2006
Skills
Bloomberg Terminal, Lotus Notes, GoSystems, Tax, Due Diligence, Auditing, Financial Services, Economics, Wealth Management, Financial Analysis, Microsoft Excel, Financial Accounting, Microsoft Word, QuickBooks
Education
Baruch College 2012 — 2013
Master of Science (M.S.)
City University of New York-Baruch College 2008 — 2012
Bachelors of Business Administration
Syosset High School
PwC March 2015 - Present
EY November 2013 - February 2015
JPMorgan Chase June 2011 - August 2011
Basel Asset Management May 2010 - December 2010
Merrill Lynch July 2006 - August 2006
Skills
Bloomberg Terminal, Lotus Notes, GoSystems, Tax, Due Diligence, Auditing, Financial Services, Economics, Wealth Management, Financial Analysis, Microsoft Excel, Financial Accounting, Microsoft Word, QuickBooks
Education
Baruch College 2012 — 2013
Master of Science (M.S.)
City University of New York-Baruch College 2008 — 2012
Bachelors of Business Administration
Syosset High School
Eileen P Hsieh (Merrill Lynch) Eileen P Hsieh (Merrill Lynch)'s Merrill Lynch Experience October 2013 - Present
Job Resident Director / Sr. Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Merrill Lynch January 2008 - October 2013
Bank of America July 2002 - January 2008
Dynamic Chiros 2004 - 2007
Education
Bastyr University 2005 — 2007
Bachelor's Degree, Exercise Science & Wellness
Bellevue College 2002 — 2005
Associate's Degree
Merrill Lynch October 2013 - Present
Merrill Lynch January 2008 - October 2013
Bank of America July 2002 - January 2008
Dynamic Chiros 2004 - 2007
Education
Bastyr University 2005 — 2007
Bachelor's Degree, Exercise Science & Wellness
Bellevue College 2002 — 2005
Associate's Degree
David Winston David Winston's Merrill Lynch Experience June 2013 - August 2013
Job Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan July 2015 - Present
Baylor Angel Network November 2013 - May 2015
Vision Research, LLC May 2014 - November 2014
Merrill Lynch June 2013 - August 2013
Kanakuk Kamps May 2012 - August 2012
Skills
Finance, Entrepreneurship, Real Estate, Microsoft Excel, Strategic Communications, PowerPoint, Leadership, Social Networking, Time Management
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Geneva School of Boerne 2007 — 2011
J.P. Morgan July 2015 - Present
Baylor Angel Network November 2013 - May 2015
Vision Research, LLC May 2014 - November 2014
Merrill Lynch June 2013 - August 2013
Kanakuk Kamps May 2012 - August 2012
Skills
Finance, Entrepreneurship, Real Estate, Microsoft Excel, Strategic Communications, PowerPoint, Leadership, Social Networking, Time Management
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Geneva School of Boerne 2007 — 2011
Philip Spencer's Merrill Lynch Experience June 2010 - August 2010
Job Private Equity Associate at Tritium Partners
Industry Venture Capital & Private Equity
Experience
Tritium Partners July 2015 - Present
Raymond James July 2013 - July 2015
Baylor Angel Network January 2012 - May 2013
Baylor University August 2012 - December 2012
Raymond James May 2012 - July 2012
Goldman Sachs June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Minor in English
Tritium Partners July 2015 - Present
Raymond James July 2013 - July 2015
Baylor Angel Network January 2012 - May 2013
Baylor University August 2012 - December 2012
Raymond James May 2012 - July 2012
Goldman Sachs June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Minor in English
Patricia Borges Patricia Borges's Merrill Lynch Experience 2005 - 2008
Job Finance
Industry Investment Banking
Experience
Barclays May 2014 - Present
Barclays Capital June 2009 - Present
Merrill Lynch 2005 - 2008
Skills
Project Management, Operations Management, Banking, Equities, Change Management, Risk Management, Investment Banking, Capital Markets, Fixed Income, Derivatives, Business Analysis, Management, Financial Modeling, Interest Rate..., Credit Derivatives, Financial Services, Trading Systems, Middle Office, Bloomberg, Trading
Education
City University of New York-Baruch College
Barclays May 2014 - Present
Barclays Capital June 2009 - Present
Merrill Lynch 2005 - 2008
Skills
Project Management, Operations Management, Banking, Equities, Change Management, Risk Management, Investment Banking, Capital Markets, Fixed Income, Derivatives, Business Analysis, Management, Financial Modeling, Interest Rate..., Credit Derivatives, Financial Services, Trading Systems, Middle Office, Bloomberg, Trading
Education
City University of New York-Baruch College
Frank R Faldetta Frank R Faldetta's Merrill Lynch Experience 2008 - 2009
Job Mainframe Programming Professional
Industry Information Technology and Services
Experience
SEEKING NEXT OPPORTUNITY 2013 - Present
Retired 2009 - December 2012
Merrill Lynch 2008 - 2009
CareFirst BlueCross BlueShield 2007 - 2008
Consultant 1986 - 2008
Skills
COBOL, CICS, Mainframe, TSO, DB2, IMS DB/DC, Easytrieve, COBOLII, MVS, Software Development, JCL, z/OS, PL/1, Software Engineering, VSAM, Production Support, Databases
Education
Bates College
Bachelor of Science (BS), Mathematics
SEEKING NEXT OPPORTUNITY 2013 - Present
Retired 2009 - December 2012
Merrill Lynch 2008 - 2009
CareFirst BlueCross BlueShield 2007 - 2008
Consultant 1986 - 2008
Skills
COBOL, CICS, Mainframe, TSO, DB2, IMS DB/DC, Easytrieve, COBOLII, MVS, Software Development, JCL, z/OS, PL/1, Software Engineering, VSAM, Production Support, Databases
Education
Bates College
Bachelor of Science (BS), Mathematics
Sophia Miles Dennis Sophia Miles Dennis's Merrill Lynch Experience January 2000 - February 2008
Job Business Support Professional
Industry Financial Services
Experience
The Economic Club of New York August 2014 - Present
Federal Reserve Bank of New York July 2011 - June 2013
Federal Reserve Bank of New York July 2010 - July 2011
Lorelei Staffing September 2008 - July 2010
Merrill Lynch January 2000 - February 2008
Skills
Office Administration, Project Management, Microsoft Office, Microsoft Office Xp, Lotus Notes, Outlook, Teamsite, SharePoint, Taleo, carco, PeopleSoft, iWork's, webtracker, adobe photoshop, Dreamweaver, Visio, dialogic, WebEx, LDRPS
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree
Borough of Manhattan Community College
Associate's Degree
The Economic Club of New York August 2014 - Present
Federal Reserve Bank of New York July 2011 - June 2013
Federal Reserve Bank of New York July 2010 - July 2011
Lorelei Staffing September 2008 - July 2010
Merrill Lynch January 2000 - February 2008
Skills
Office Administration, Project Management, Microsoft Office, Microsoft Office Xp, Lotus Notes, Outlook, Teamsite, SharePoint, Taleo, carco, PeopleSoft, iWork's, webtracker, adobe photoshop, Dreamweaver, Visio, dialogic, WebEx, LDRPS
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree
Borough of Manhattan Community College
Associate's Degree
Noreen Bousquet's Merrill Lynch Experience 1987 - 2001
Job Risk Manager at Campbell Management Company/Professional Business ServicesNotary Public
Industry Insurance
Experience
Campbell Management Company/Professional Business Services NE May 2014 - Present
Open Systems Technologies 2011 - April 2013
Lincoln Financial Group 2011 - 2012
Phoenix Life insurance Co 1998 - 2009
Monarch Life Insurance CO 1987 - 2001
Merrill Lynch 1987 - 2001
Skills
Requirements Analysis, Process Engineering, Business Analysis, Process Improvement, Vendor Management, Outlook, Documentations, Quality Center, Process Management, Pre-sales, TSO, PMO, SDLC, Visio, Business Process, Requirements Gathering, Business Requirements, Business Process..., Software Project..., Resource Management, Software Documentation, PMP, Project Planning, Testing, Project Portfolio..., User Acceptance Testing, Quality Assurance, Disaster Recovery, Insurance, MS Project, Systems Analysis, SharePoint
Education
Bay Path University 1987 — 2012
Bachelor’s Degree, Education
Campbell Management Company/Professional Business Services NE May 2014 - Present
Open Systems Technologies 2011 - April 2013
Lincoln Financial Group 2011 - 2012
Phoenix Life insurance Co 1998 - 2009
Monarch Life Insurance CO 1987 - 2001
Merrill Lynch 1987 - 2001
Skills
Requirements Analysis, Process Engineering, Business Analysis, Process Improvement, Vendor Management, Outlook, Documentations, Quality Center, Process Management, Pre-sales, TSO, PMO, SDLC, Visio, Business Process, Requirements Gathering, Business Requirements, Business Process..., Software Project..., Resource Management, Software Documentation, PMP, Project Planning, Testing, Project Portfolio..., User Acceptance Testing, Quality Assurance, Disaster Recovery, Insurance, MS Project, Systems Analysis, SharePoint
Education
Bay Path University 1987 — 2012
Bachelor’s Degree, Education
Shehryar Saeed Shehryar Saeed's Merrill Lynch Experience August 2012 - December 2012
Job Budget Analyst at York College
Industry
Experience
City University of New York July 2012 - Present
Bank of America Merrill Lynch September 2014 - October 2014
Reid & Rudiger Capital Management June 2014 - August 2014
Merrill Lynch August 2012 - December 2012
NASA - National Aeronautics and Space Administration June 2012 - August 2012
Skills
Windows XP, Microsoft Office, Mac OS, Windows Vista, Bloomberg Terminal, Time Management, Public Speaking, Research, Teamwork, Cold Calling, Customer Service, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Social Media, Leadership, Management
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Bachelor's Degree, Economics, Dean's List
City University of New York July 2012 - Present
Bank of America Merrill Lynch September 2014 - October 2014
Reid & Rudiger Capital Management June 2014 - August 2014
Merrill Lynch August 2012 - December 2012
NASA - National Aeronautics and Space Administration June 2012 - August 2012
Skills
Windows XP, Microsoft Office, Mac OS, Windows Vista, Bloomberg Terminal, Time Management, Public Speaking, Research, Teamwork, Cold Calling, Customer Service, Portfolio Management, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Problem Solving, Social Media, Leadership, Management
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Bachelor's Degree, Economics, Dean's List
Rich Saltz Rich Saltz's Merrill Lynch Experience 1988 - 1999
Job Operational Risk Manager at Wells Fargo
Industry Music
Experience
Wells Fargo August 2013 - Present
Dynamic Sound Rehearsal Studios March 2007 - April 2014
Wells Fargo Securities April 2012 - August 2013
Credit Suisse Securities (USA) LLC 1999 - 2006
Credit Suisse Securities April 1999 - May 2000
Merrill Lynch 1988 - 1999
Skills
Finance, Prime Brokerage, Electronic Trading, Trading, Hedge Funds, Options, Trading Systems, Equities, Swaps, Back Office, Middle Office, Commodity, Derivatives, Fixed Income, FX Options, Securities, Credit Derivatives, Financial Markets, Futures, Capital Markets, Settlement, Financial Risk, Investment Banking, Series 7, Equity Derivatives, Risk Management, Financial Services, Operational Risk, Management, Bonds, Bloomberg, Banking
Education
Baruch College
BBA, Accounting
Wells Fargo August 2013 - Present
Dynamic Sound Rehearsal Studios March 2007 - April 2014
Wells Fargo Securities April 2012 - August 2013
Credit Suisse Securities (USA) LLC 1999 - 2006
Credit Suisse Securities April 1999 - May 2000
Merrill Lynch 1988 - 1999
Skills
Finance, Prime Brokerage, Electronic Trading, Trading, Hedge Funds, Options, Trading Systems, Equities, Swaps, Back Office, Middle Office, Commodity, Derivatives, Fixed Income, FX Options, Securities, Credit Derivatives, Financial Markets, Futures, Capital Markets, Settlement, Financial Risk, Investment Banking, Series 7, Equity Derivatives, Risk Management, Financial Services, Operational Risk, Management, Bonds, Bloomberg, Banking
Education
Baruch College
BBA, Accounting
Luke Combs's Merrill Lynch Experience May 2013 - August 2013
Job Staff Accountant at CleanPlanet Chemical
Industry Hospital & Health Care
Experience
CleanPlanet Chemical July 2015 - Present
Bates College January 2015 - April 2015
Healthy Business Group, LLC June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Sandy Hollow Day Camp May 2012 - August 2012
Lupton & Luce, Inc. May 2012 - August 2012
Skills
Social Networking, Insurance, Microsoft Word, PowerPoint, Research, Microsoft Excel, Microsoft Office, Leadership, Editing
Education
Bates College 2011 — 2015
Bachelor's Degree, Economics
Eastport South Manor Jr/Sr Highschool 2005 — 2011
High School
CleanPlanet Chemical July 2015 - Present
Bates College January 2015 - April 2015
Healthy Business Group, LLC June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Sandy Hollow Day Camp May 2012 - August 2012
Lupton & Luce, Inc. May 2012 - August 2012
Skills
Social Networking, Insurance, Microsoft Word, PowerPoint, Research, Microsoft Excel, Microsoft Office, Leadership, Editing
Education
Bates College 2011 — 2015
Bachelor's Degree, Economics
Eastport South Manor Jr/Sr Highschool 2005 — 2011
High School
Winsome P. Carter Winsome P. Carter's Merrill Lynch Experience 1995 - 2001
Job Vice President, Financial Advisor at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc 2008 - Present
Morgan Stanley Wealth Management 2001 - 2008
Merrill Lynch 1995 - 2001
Education
St. John Fisher College
Master of Business Administration (MBA), Business Administration and Management, General
Chase Management Training Program
Commercial Banking Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Economics
Sage Rutty & Co., Inc 2008 - Present
Morgan Stanley Wealth Management 2001 - 2008
Merrill Lynch 1995 - 2001
Education
St. John Fisher College
Master of Business Administration (MBA), Business Administration and Management, General
Chase Management Training Program
Commercial Banking Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Economics
Nurat Ogunsanya Nurat Ogunsanya's Merrill Lynch Experience January 2001 - January 2008
Job Finance Executive
Industry Financial Services
Experience
TD January 2013 - Present
Morgan Stanley 2012 - February 2013
Morgan Stanley January 2008 - October 2012
Merrill Lynch January 2001 - January 2008
Comedy Central January 1997 - January 2001
SANOFI PHARMACEUTICALS January 1995 - January 1997
Skills
Access, Accounting, Accounts Payable, Accounts Receivable, Accruals, Analysis, Auditing, Budgets, Business Development, Cash Management, Consolidation, Enterprise Software, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Statements, Fixed Assets, Forecasting, Fundraising, General Ledger, Human Resources, MIS, Management, Software Documentation, Training, Variance Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
Baruch College
Bernard M
TD January 2013 - Present
Morgan Stanley 2012 - February 2013
Morgan Stanley January 2008 - October 2012
Merrill Lynch January 2001 - January 2008
Comedy Central January 1997 - January 2001
SANOFI PHARMACEUTICALS January 1995 - January 1997
Skills
Access, Accounting, Accounts Payable, Accounts Receivable, Accruals, Analysis, Auditing, Budgets, Business Development, Cash Management, Consolidation, Enterprise Software, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Statements, Fixed Assets, Forecasting, Fundraising, General Ledger, Human Resources, MIS, Management, Software Documentation, Training, Variance Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
Baruch College
Bernard M
Norman Stone's Merrill Lynch Experience 1989 - 2000
Job Experienced Information Technology Professional
Industry Higher Education
Experience
ICAP Electronic Broking March 2003 - April 2013
AIG September 2002 - February 2003
trade.com May 2000 - September 2001
Merrill Lynch 1989 - 2000
J P Morgan 1985 - 1989
Control Data Corporation 1980 - 1985
Education
City University of New York-Baruch College 1977 — 1980
MBA, Information Technology
CUNY - Baccalaureate for Unique and Interdisciplinary Studies 1972 — 1977
BS, International and Comparative Education
ICAP Electronic Broking March 2003 - April 2013
AIG September 2002 - February 2003
trade.com May 2000 - September 2001
Merrill Lynch 1989 - 2000
J P Morgan 1985 - 1989
Control Data Corporation 1980 - 1985
Education
City University of New York-Baruch College 1977 — 1980
MBA, Information Technology
CUNY - Baccalaureate for Unique and Interdisciplinary Studies 1972 — 1977
BS, International and Comparative Education
Patrick Guerrier's Merrill Lynch Experience November 1999 - November 2003
Job Senior Unix Consultant at Societe Generale
Industry Financial Services
Experience
Societe Generale November 2012 - Present
BGC Partners February 2010 - November 2012
Citigroup March 2007 - February 2010
UBS March 2004 - March 2007
AIG Trading Group Inc July 2004 - November 2004
Merrill Lynch November 1999 - November 2003
Morgan Stanley Smith Barney September 1998 - October 1999
Heine and Geduld, Inc June 1995 - September 1998
Skills
Veritas Cluster Server, Solaris Zones, ZFS, Solaris, Red Hat Linux, Cluster, Unix, Veritas, Veritas Volume Manager, AIX, Unix Shell Scripting, Sun
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Baruch College of the City University of New York
Bachelor, Business Administration
Societe Generale November 2012 - Present
BGC Partners February 2010 - November 2012
Citigroup March 2007 - February 2010
UBS March 2004 - March 2007
AIG Trading Group Inc July 2004 - November 2004
Merrill Lynch November 1999 - November 2003
Morgan Stanley Smith Barney September 1998 - October 1999
Heine and Geduld, Inc June 1995 - September 1998
Skills
Veritas Cluster Server, Solaris Zones, ZFS, Solaris, Red Hat Linux, Cluster, Unix, Veritas, Veritas Volume Manager, AIX, Unix Shell Scripting, Sun
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Baruch College of the City University of New York
Bachelor, Business Administration
Sergey Arseniev's Merrill Lynch Experience June 2009 - Present
Job VP at Merrill Lynche
Industry Computer Software
Experience
Merrill Lynch June 2009 - Present
NYBI October 2007 - May 2009
IKT-Konsalt April 2005 - August 2007
National Scientific Production Manufacturers May 2001 - April 2005
Skills
C#, Testing, Project Planning, Enterprise Software, Business Objects, Business Intelligence, Data Warehousing, Business Analysis, ETL, ASP.NET, Business Requirements, Java, SAP BW, Software Development, Project Management, SQL
Education
Московский Государственный Технический Университет им. Н.Э. Баумана (МГТУ) 1994 — 2002
Master's degree, Computer Science
354
Merrill Lynch June 2009 - Present
NYBI October 2007 - May 2009
IKT-Konsalt April 2005 - August 2007
National Scientific Production Manufacturers May 2001 - April 2005
Skills
C#, Testing, Project Planning, Enterprise Software, Business Objects, Business Intelligence, Data Warehousing, Business Analysis, ETL, ASP.NET, Business Requirements, Java, SAP BW, Software Development, Project Management, SQL
Education
Московский Государственный Технический Университет им. Н.Э. Баумана (МГТУ) 1994 — 2002
Master's degree, Computer Science
354
Thomas DiBella's Merrill Lynch Experience September 2007 - April 2008
Job Manager, Project Manager Risk,Legal & Compliance Technology at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
Prudential Financial August 2011 - Present
JP Morgan Chase October 2008 - July 2011
Merrill Lynch September 2007 - April 2008
Prudential Investments December 1997 - June 2007
Prudential Financial 1997 - 2007
US Trust 1989 - 1995
Skills
Risk, Analysis, Budgeting, Planning, Coaching, Requirements Analysis, Accounting, Securities, Client Services, Investments, Banking, Financial Risk, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Business Management
TD Ameritrade April 2013 - Present
Prudential Financial August 2011 - Present
JP Morgan Chase October 2008 - July 2011
Merrill Lynch September 2007 - April 2008
Prudential Investments December 1997 - June 2007
Prudential Financial 1997 - 2007
US Trust 1989 - 1995
Skills
Risk, Analysis, Budgeting, Planning, Coaching, Requirements Analysis, Accounting, Securities, Client Services, Investments, Banking, Financial Risk, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Business Management
Simran Kaur, MBA's Merrill Lynch Experience April 2001 - June 2003
Job Consultant at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada March 2014 - Present
National Bank Financial Group February 2013 - February 2014
National Bank Financial Group July 2010 - January 2013
Bank of America July 2003 - July 2010
Merrill Lynch April 2001 - June 2003
Fidessa July 2000 - April 2001
Skills
Capital Markets, Financial Markets, Equities, Derivatives, Trading Systems, Electronic Trading, Industry Analysis, Business Analysis, Equity Derivatives, Business Strategy, Business Process..., Enterprise IT Strategy, Financial Modeling, Investment Banking, Competitive Analysis, Portfolio Management, Options, Investments, Risk Management
Education
Northwestern University - Kellogg School of Management 2010 — 2011
Executive MBA
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA
National Bank of Canada March 2014 - Present
National Bank Financial Group February 2013 - February 2014
National Bank Financial Group July 2010 - January 2013
Bank of America July 2003 - July 2010
Merrill Lynch April 2001 - June 2003
Fidessa July 2000 - April 2001
Skills
Capital Markets, Financial Markets, Equities, Derivatives, Trading Systems, Electronic Trading, Industry Analysis, Business Analysis, Equity Derivatives, Business Strategy, Business Process..., Enterprise IT Strategy, Financial Modeling, Investment Banking, Competitive Analysis, Portfolio Management, Options, Investments, Risk Management
Education
Northwestern University - Kellogg School of Management 2010 — 2011
Executive MBA
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA
Uche Gerald Ogwu's Merrill Lynch Experience June 2003 - February 2006
Job Senior Consultant at Wipro
Industry Financial Services
Porush Seth's Merrill Lynch Experience June 2011 - November 2014
Job Vice President, Business Manager
Industry Investment Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch June 2011 - November 2014
Merrill Lynch June 2008 - June 2011
Merrill Lynch June 2007 - June 2008
Merrill Lynch & Co. September 2006 - June 2007
Merrill Lynch & Co. June 2006 - August 2006
Ball Baker Leake LLC and LLP 2005 - 2006
Odyssey House 2004 - 2005
Skills
Investments, Wealth Management, Accounting, Private Banking, Bonds, Fixed Income, Series 7, Equities, Financial Modeling, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Asset Management, Alternative Investments, Strategic Planning, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch June 2011 - November 2014
Merrill Lynch June 2008 - June 2011
Merrill Lynch June 2007 - June 2008
Merrill Lynch & Co. September 2006 - June 2007
Merrill Lynch & Co. June 2006 - August 2006
Ball Baker Leake LLC and LLP 2005 - 2006
Odyssey House 2004 - 2005
Skills
Investments, Wealth Management, Accounting, Private Banking, Bonds, Fixed Income, Series 7, Equities, Financial Modeling, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Asset Management, Alternative Investments, Strategic Planning, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Vincent A. Fiorillo's Merrill Lynch Experience 1981 - 1985
Job Global Sales Manger at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP June 2013 - Present
Doubleline Capital LP December 2009 - January 2013
TCW February 2005 - December 2009
Morgan Stanley 1989 - 2005
Smith Barney 1985 - 1989
Merrill Lynch 1981 - 1985
Donald Sheldon & Co 1977 - 1981
Skills
ABS, MBS, Hedge Funds, Fixed Income, Securitization, Structured Products, Asset Management, Securities, Derivatives, Bloomberg, Investment Banking, Alternative Investments, Investments, Due Diligence, Capital Markets, Valuation, Private Equity, Asset Allocation, Equities, Portfolio Management, Structured Finance, Financial Structuring, Bonds, Emerging Markets, Investment Strategies, Mutual Funds, Series 7, Investment Management, Hedging, Trading, Credit Derivatives, Wealth Management, Series 63, High Yield, Financial Modeling, Financial Markets, Corporate Finance, Options
Education
City University of New York-Baruch College 1979 — 1982
Marist College 1964 — 1965
business
DoubleLine Group LP June 2013 - Present
Doubleline Capital LP December 2009 - January 2013
TCW February 2005 - December 2009
Morgan Stanley 1989 - 2005
Smith Barney 1985 - 1989
Merrill Lynch 1981 - 1985
Donald Sheldon & Co 1977 - 1981
Skills
ABS, MBS, Hedge Funds, Fixed Income, Securitization, Structured Products, Asset Management, Securities, Derivatives, Bloomberg, Investment Banking, Alternative Investments, Investments, Due Diligence, Capital Markets, Valuation, Private Equity, Asset Allocation, Equities, Portfolio Management, Structured Finance, Financial Structuring, Bonds, Emerging Markets, Investment Strategies, Mutual Funds, Series 7, Investment Management, Hedging, Trading, Credit Derivatives, Wealth Management, Series 63, High Yield, Financial Modeling, Financial Markets, Corporate Finance, Options
Education
City University of New York-Baruch College 1979 — 1982
Marist College 1964 — 1965
business
Sarah Swofford's Merrill Lynch Experience February 2013 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Skills
Microsoft Office, Customer Service, Marketing, Social Media, Sales, Microsoft Excel, Marketing Strategy, Strategic Planning, Project Management, Microsoft Word, Negotiation, Financial Modeling, Financial Analysis, PowerPoint, Public Speaking, Research
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Boston University - School of Management 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Merrill Lynch February 2013 - Present
Skills
Microsoft Office, Customer Service, Marketing, Social Media, Sales, Microsoft Excel, Marketing Strategy, Strategic Planning, Project Management, Microsoft Word, Negotiation, Financial Modeling, Financial Analysis, PowerPoint, Public Speaking, Research
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Boston University - School of Management 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Frank Faldetta's Merrill Lynch Experience June 2008 - December 2008
Job Mainframe Senior Programmer/Analyst
Industry Information Technology and Services
Experience
Merrill Lynch June 2008 - December 2008
CareFirst BlueCross BlueShield March 2007 - November 2007
MetLife February 2006 - March 2007
Marshall Ansin Resource Services February 1999 - January 2006
John Hancock/Unicare January 1997 - January 1999
Ann & Hope December 1995 - December 1996
Hills Department Stores July 1995 - November 1995
Bradlees October 1992 - July 1995
Fleet Bank March 1992 - October 1992
Filene's February 1991 - February 1992
Education
Bates College 1970 — 1974
Merrill Lynch June 2008 - December 2008
CareFirst BlueCross BlueShield March 2007 - November 2007
MetLife February 2006 - March 2007
Marshall Ansin Resource Services February 1999 - January 2006
John Hancock/Unicare January 1997 - January 1999
Ann & Hope December 1995 - December 1996
Hills Department Stores July 1995 - November 1995
Bradlees October 1992 - July 1995
Fleet Bank March 1992 - October 1992
Filene's February 1991 - February 1992
Education
Bates College 1970 — 1974
Rich Saracino's Merrill Lynch Experience September 1985 - January 1990
Job Vice President Senior Compliance Officer, Broker Dealer Core Compliance, PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services - Broker Dealer Compliance May 2012 - Present
Avalon Securities February 2007 - May 2012
MANE Fund Management January 1998 - October 2006
Sierra Trading January 1991 - October 1995
Merrill Lynch September 1985 - January 1990
Bankers Trust 1978 - 1985
Skills
Asset Management, Investments, Risk Management, Equities, Hedge Funds, Statistical Arbitrage, Derivatives, ETFs, Trading, Capital Markets, Equity Derivatives, Fund Of Funds, Finance, Leadership, Management, Mergers & Acquisitions, Banking
Education
Pace University - Lubin School of Business 1979 — 1983
M.B.A., Financial Management
Baruch College, City University of New York (CUNY) 1973 — 1977
B.B.A., Accounting
PNC Financial Services - Broker Dealer Compliance May 2012 - Present
Avalon Securities February 2007 - May 2012
MANE Fund Management January 1998 - October 2006
Sierra Trading January 1991 - October 1995
Merrill Lynch September 1985 - January 1990
Bankers Trust 1978 - 1985
Skills
Asset Management, Investments, Risk Management, Equities, Hedge Funds, Statistical Arbitrage, Derivatives, ETFs, Trading, Capital Markets, Equity Derivatives, Fund Of Funds, Finance, Leadership, Management, Mergers & Acquisitions, Banking
Education
Pace University - Lubin School of Business 1979 — 1983
M.B.A., Financial Management
Baruch College, City University of New York (CUNY) 1973 — 1977
B.B.A., Accounting
Yira Trujillo Estevez's Merrill Lynch Experience
Job Vice President, International Credit and Banking Specialist
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 63, Wealth Management..., Relationship Management, Cash Management, Banking, Series 7, Loans, High Net Worth..., Credit, Private Banking, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Merrill Lynch
Skills
Series 63, Wealth Management..., Relationship Management, Cash Management, Banking, Series 7, Loans, High Net Worth..., Credit, Private Banking, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Omar Yusaf's Merrill Lynch Experience 2007 - 2009
Job Investment Banking
Industry Financial Services
Experience
IFH August 2011 - Present
Deutsche Bank 2009 - 2009
Merrill Lynch 2007 - 2009
AIG 2006 - 2007
Citigroup 2005 - 2006
Landon Media Group, LLC 2004 - 2004
Onenest 2002 - 2003
Skills
Microsoft Office, Access, Event Management, Capital Markets, Strategic Planning, Event Planning, Customer Service, Social Media, Microsoft Word, Public Relations
Education
Hofstra University 1999 — 2005
Saint Francis Preparatory 1994 — 1998
Regents Diploma
Baruch College
IFH August 2011 - Present
Deutsche Bank 2009 - 2009
Merrill Lynch 2007 - 2009
AIG 2006 - 2007
Citigroup 2005 - 2006
Landon Media Group, LLC 2004 - 2004
Onenest 2002 - 2003
Skills
Microsoft Office, Access, Event Management, Capital Markets, Strategic Planning, Event Planning, Customer Service, Social Media, Microsoft Word, Public Relations
Education
Hofstra University 1999 — 2005
Saint Francis Preparatory 1994 — 1998
Regents Diploma
Baruch College
Phyllis Cassar's Merrill Lynch Experience 1981 - 1985
Job Retired Financial Services Professional
Industry Financial Services
Experience
SIFMA April 1992 - May 2007
Jesup, Josephthal & Co., Inc. 1990 - 1991
Financial Clearing & Services Corporation 1985 - 1990
Merrill Lynch 1981 - 1985
Bradford Computer & Systems 1974 - 1981
Education
Baruch College, City University of New York (CUNY)
SIFMA April 1992 - May 2007
Jesup, Josephthal & Co., Inc. 1990 - 1991
Financial Clearing & Services Corporation 1985 - 1990
Merrill Lynch 1981 - 1985
Bradford Computer & Systems 1974 - 1981
Education
Baruch College, City University of New York (CUNY)
NIYATI DESAI's Merrill Lynch Experience June 2004 - September 2004
Job Business Analyst – AVP Operations Control
Industry Financial Services
Experience
Citigroup December 2013 - Present
Citigroup November 2012 - Present
Citigroup March 2008 - November 2012
Citigroup - New York, NY April 2008 - September 2008
Baruch College September 2006 - June 2008
Citigroup - New York, NY March 2008 - March 2008
The Flushing Savings Bank February 2005 - June 2006
Merrill Lynch June 2004 - September 2004
Skills
Power Point, Microsoft Excel, Microsoft Word, CUSIP, NETX 360, Oasys Direct, Bid Wanted, DTCC, Trade Plus, DVP/RVP Trades, Step out trades, Broker to Broker /..., English, Gujarati, Hindi, PowerPoint, Banking, Microsoft Office, Bonds, Analysis, Capital Markets, Process Improvement, Vlookup, MS Visio
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Business Administration, Finance and Investment
Nassau Community College 2002 — 2004
Assoicate, Business Administration
Citigroup December 2013 - Present
Citigroup November 2012 - Present
Citigroup March 2008 - November 2012
Citigroup - New York, NY April 2008 - September 2008
Baruch College September 2006 - June 2008
Citigroup - New York, NY March 2008 - March 2008
The Flushing Savings Bank February 2005 - June 2006
Merrill Lynch June 2004 - September 2004
Skills
Power Point, Microsoft Excel, Microsoft Word, CUSIP, NETX 360, Oasys Direct, Bid Wanted, DTCC, Trade Plus, DVP/RVP Trades, Step out trades, Broker to Broker /..., English, Gujarati, Hindi, PowerPoint, Banking, Microsoft Office, Bonds, Analysis, Capital Markets, Process Improvement, Vlookup, MS Visio
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Business Administration, Finance and Investment
Nassau Community College 2002 — 2004
Assoicate, Business Administration
Randy Richison's Merrill Lynch Experience 1968 - 1983
Job Financial Advisor at Southwest Securities Inc.
Industry Financial Services
Experience
Southwest Securities June 2009 - Present
Morgan Stanley Smith Barney June 1983 - June 2009
Merrill Lynch 1968 - 1983
Education
Baylor College of Medicine 1959 — 1960
Medicine
University of Oklahoma 1955 — 1959
Oklahoma Baptist University 1956 — 1958
Biology, Chemistry
Southwest Securities June 2009 - Present
Morgan Stanley Smith Barney June 1983 - June 2009
Merrill Lynch 1968 - 1983
Education
Baylor College of Medicine 1959 — 1960
Medicine
University of Oklahoma 1955 — 1959
Oklahoma Baptist University 1956 — 1958
Biology, Chemistry
Vlasi Stamatopoulos's Merrill Lynch Experience
Job AVP at Merrill Lynch
Industry Computer Networking
Experience
Merrill Lynch
Education
Baruch College, City University of New York (CUNY)
Merrill Lynch
Education
Baruch College, City University of New York (CUNY)
David Neuwirth's Merrill Lynch Experience 2008 - 2009
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup February 2010 - Present
Merrill Lynch 2008 - 2009
Morgan Stanley 1985 - 2008
Education
Columbia University - Columbia Business School 1981 — 1983
MBA
Bates College 1973 — 1977
BA
Citigroup February 2010 - Present
Merrill Lynch 2008 - 2009
Morgan Stanley 1985 - 2008
Education
Columbia University - Columbia Business School 1981 — 1983
MBA
Bates College 1973 — 1977
BA
Wing Shum's Merrill Lynch Experience 1992 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1992 - 1999
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
Merrill Lynch 1992 - 1999
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
David Burtzlaff, CFA's Merrill Lynch Experience October 2012 - June 2014
Job Portfolio Manager / Analyst at Avondale Investment Management (USA)
Industry Investment Management
Experience
Avondale Investment Management (USA) November 2014 - Present
Merrill Lynch October 2012 - June 2014
Stephens Inc. August 2002 - March 2012
Merrill Lynch October 1998 - October 1999
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Capital Markets, Private Equity, Investment Banking, Investments, Portfolio Management, Series 7, Financial Analysis, Financial Services, Mutual Funds, Investment Management, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Investments
Baylor University 1993 — 1997
BBA, Financial Services and Planning
Avondale Investment Management (USA) November 2014 - Present
Merrill Lynch October 2012 - June 2014
Stephens Inc. August 2002 - March 2012
Merrill Lynch October 1998 - October 1999
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Capital Markets, Private Equity, Investment Banking, Investments, Portfolio Management, Series 7, Financial Analysis, Financial Services, Mutual Funds, Investment Management, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
MBA, Investments
Baylor University 1993 — 1997
BBA, Financial Services and Planning
Bonnie Powell's Merrill Lynch Experience 2008 - June 2011
Job Director, Registered Principal Manager, Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch Bank of America February 2007 - Present
Merrill Lynch 2008 - June 2011
Merrill Lynch March 2007 - May 2011
Bank of America Merrill Lynch February 2008 - June 2010
BlackRock August 2005 - 2007
BBC Audiobooks America 2004 - 2005
OMI Business Communications 1994 - 1998
Advest September 1992 - 1998
Circuitech, Inc. 1980 - 1992
Skills
Series 7, Series 24, Wealth, Financial Services, FINRA, Review of advertising..., SVP, Registered..., Financial Writer, Finance, Portfolio Management, Private Equity, Wealth Management
Education
Bauder College
Rutgers at BCC
Business Journalism
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch Bank of America February 2007 - Present
Merrill Lynch 2008 - June 2011
Merrill Lynch March 2007 - May 2011
Bank of America Merrill Lynch February 2008 - June 2010
BlackRock August 2005 - 2007
BBC Audiobooks America 2004 - 2005
OMI Business Communications 1994 - 1998
Advest September 1992 - 1998
Circuitech, Inc. 1980 - 1992
Skills
Series 7, Series 24, Wealth, Financial Services, FINRA, Review of advertising..., SVP, Registered..., Financial Writer, Finance, Portfolio Management, Private Equity, Wealth Management
Education
Bauder College
Rutgers at BCC
Business Journalism
William Callan's Merrill Lynch Experience 1984 - 1988
Job Finmodos Group LLC
Industry Investment Management
Experience
Finmodos Group LLC 2012 - Present
Declaration Management & Research LLC 1988 - 2012
Merrill Lynch 1984 - 1988
Skills
Fixed Income, Derivatives, Financial Services..., Risk Management, Financial Product..., Financial Regulation, Securities Regulation, Financial Modeling, Financial Software..., Asset Management, Investment Management, Capital Markets, Hedge Funds, Alternative Investments, Investments, Equities, Portfolio Management, Valuation, Bloomberg
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Finance, General
Finmodos Group LLC 2012 - Present
Declaration Management & Research LLC 1988 - 2012
Merrill Lynch 1984 - 1988
Skills
Fixed Income, Derivatives, Financial Services..., Risk Management, Financial Product..., Financial Regulation, Securities Regulation, Financial Modeling, Financial Software..., Asset Management, Investment Management, Capital Markets, Hedge Funds, Alternative Investments, Investments, Equities, Portfolio Management, Valuation, Bloomberg
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Finance, General
Peter Lewison's Merrill Lynch Experience March 1984 - April 1992
Job Executive Funding Consultant at MerchantsCash LLC
Industry Financial Services
Experience
MerchantsCash LLC August 2008 - Present
Diplomat Hotel Resort and Spa June 2001 - September 2005
HospitalityStaff January 2000 - June 2001
Lanier Worldwide March 1994 - January 2000
Pearson Associates July 1992 - July 1994
Merrill Lynch March 1984 - April 1992
Education
Baruch College, City University of New York (CUNY) 1978 — 1984
B.B.A., Finance and Investments
Baruch College, City University of New York (CUNY) 1978 — 1984
B.B.A., Finance and Investments
MerchantsCash LLC August 2008 - Present
Diplomat Hotel Resort and Spa June 2001 - September 2005
HospitalityStaff January 2000 - June 2001
Lanier Worldwide March 1994 - January 2000
Pearson Associates July 1992 - July 1994
Merrill Lynch March 1984 - April 1992
Education
Baruch College, City University of New York (CUNY) 1978 — 1984
B.B.A., Finance and Investments
Baruch College, City University of New York (CUNY) 1978 — 1984
B.B.A., Finance and Investments
Jack Rose's Merrill Lynch Experience October 1994 - March 2001
Job Managing Director at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners Managing DirectorOTR GlobalApril 2014 - February 2015
Macquarie Group 2008 - March 2014
Lehman Brothers 2001 - 2007
Merrill Lynch October 1994 - March 2001
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Portfolio Management, Investment Banking, Financial Modeling, Investments, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Equity Research, Private Equity, Series 7, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance, General
Bates College 1983 — 1987
BA, Economics
Guggenheim Partners Managing DirectorOTR GlobalApril 2014 - February 2015
Macquarie Group 2008 - March 2014
Lehman Brothers 2001 - 2007
Merrill Lynch October 1994 - March 2001
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Portfolio Management, Investment Banking, Financial Modeling, Investments, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Equity Research, Private Equity, Series 7, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance, General
Bates College 1983 — 1987
BA, Economics
Nora Carlson's Merrill Lynch Experience 2000 - 2008
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America November 2008 - February 2011
Merrill Lynch 2000 - 2008
Consumer Reports May 1995 - May 2000
Skills
Vendor Management, SDLC, PMO, Business Analysis, Market Data, IT Strategy, Disaster Recovery, Trading Systems, Data Center, Business Continuity, Project Portfolio..., IT Management, Enterprise Architecture
Education
City University of New York-Baruch College
BBA, Marketing
Bank of America Merrill Lynch February 2011 - Present
Bank of America November 2008 - February 2011
Merrill Lynch 2000 - 2008
Consumer Reports May 1995 - May 2000
Skills
Vendor Management, SDLC, PMO, Business Analysis, Market Data, IT Strategy, Disaster Recovery, Trading Systems, Data Center, Business Continuity, Project Portfolio..., IT Management, Enterprise Architecture
Education
City University of New York-Baruch College
BBA, Marketing
Rick Orris, MBA, PMP's Merrill Lynch Experience June 2011 - May 2012
Job BA/QA at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - May 2015
JPMorgan Chase December 2012 - November 2013
Merrill Lynch June 2011 - May 2012
Afilias March 2009 - October 2010
Merrill Lynch 2008 - 2008
Morgan Stanley April 1988 - October 2007
Morgan Stanley 1988 - 2007
LF Rothschild 1986 - 1987
Skills
Stakeholder Management, Relationship Management, Data Conversion, Process Engineering, Leadership, Vendor Management, SDLC, Analysis, Business Analysis, Project Management, Visio, Program Management, Testing, Quality Assurance, Management, Business Requirements, Project Portfolio..., Project Planning, User Acceptance Testing, MS Project, Software Project..., PMO, PMP, Requirements Gathering, Risk Management, Business Process..., Requirements Analysis, Business Intelligence, Integration, Process Improvement, Resource Management, Software Documentation, Business Process, Agile Methodologies, Systems Analysis, IT Strategy, Portfolio Management, Project Delivery, IT Management, Microsoft Project
Education
PMTI 2012 — 2012
PMP Certification
Baruch College, City University of New York (CUNY) 1978 — 1981
MBA, Finance/Investments
University at Buffalo 1973 — 1977
BA, Economics
State University of New York at Albany 1973 — 1975
BA, Economics
Roosevelt HS
Roosevelt HS
TIAA-CREF May 2014 - May 2015
JPMorgan Chase December 2012 - November 2013
Merrill Lynch June 2011 - May 2012
Afilias March 2009 - October 2010
Merrill Lynch 2008 - 2008
Morgan Stanley April 1988 - October 2007
Morgan Stanley 1988 - 2007
LF Rothschild 1986 - 1987
Skills
Stakeholder Management, Relationship Management, Data Conversion, Process Engineering, Leadership, Vendor Management, SDLC, Analysis, Business Analysis, Project Management, Visio, Program Management, Testing, Quality Assurance, Management, Business Requirements, Project Portfolio..., Project Planning, User Acceptance Testing, MS Project, Software Project..., PMO, PMP, Requirements Gathering, Risk Management, Business Process..., Requirements Analysis, Business Intelligence, Integration, Process Improvement, Resource Management, Software Documentation, Business Process, Agile Methodologies, Systems Analysis, IT Strategy, Portfolio Management, Project Delivery, IT Management, Microsoft Project
Education
PMTI 2012 — 2012
PMP Certification
Baruch College, City University of New York (CUNY) 1978 — 1981
MBA, Finance/Investments
University at Buffalo 1973 — 1977
BA, Economics
State University of New York at Albany 1973 — 1975
BA, Economics
Roosevelt HS
Roosevelt HS
Yassine Ghalem's Merrill Lynch Experience December 2004 - September 2009
Job Vice President Quantitative Strategies, Rates at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America July 2014 - Present
Goldman Sachs September 2009 - July 2014
Merrill Lynch December 2004 - September 2009
Deutsche Bank September 2001 - December 2004
Education
New York University
MS, Computer Science
Université de Versailles Saint-Quentin-en-Yvelines
MS, Physics
City University of New York-Baruch College
MS, Financial Engineering
Bank of America July 2014 - Present
Goldman Sachs September 2009 - July 2014
Merrill Lynch December 2004 - September 2009
Deutsche Bank September 2001 - December 2004
Education
New York University
MS, Computer Science
Université de Versailles Saint-Quentin-en-Yvelines
MS, Physics
City University of New York-Baruch College
MS, Financial Engineering
Rajesh Kohli, CFA's Merrill Lynch Experience January 2010 - Present
Job Senior Portfolio Manager, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch January 2007 - December 2009
Financial Partners Capital Management May 1997 - December 2006
Hamershlag, Kempner & Co. January 1994 - April 1997
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investments, Hedge Funds, Fixed Income, Equity Research, Due Diligence, Valuation, Securities, Financial Risk, Risk Management, Asset Managment, Mutual Funds, Private Equity, Options, Wealth Management, Series 7, Series 63, Investment Strategies, Investment Management, Private Wealth..., Multi Manager, Goals Based Wealth..., Asset Management, Management, Financial Modeling, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1993
MBA, Finance and Investments
Delhi University 1989 — 1991
M Com, Commerce
Institute of Cost and Works Accountants of India - ICWAI 1989 — 1991
ICWAI, Cost and Management Accounting
Delhi University 1986 — 1989
B Com (H), Commerce
Ramjas School 1976 — 1986
CFA
Merrill Lynch January 2010 - Present
Merrill Lynch January 2007 - December 2009
Financial Partners Capital Management May 1997 - December 2006
Hamershlag, Kempner & Co. January 1994 - April 1997
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investments, Hedge Funds, Fixed Income, Equity Research, Due Diligence, Valuation, Securities, Financial Risk, Risk Management, Asset Managment, Mutual Funds, Private Equity, Options, Wealth Management, Series 7, Series 63, Investment Strategies, Investment Management, Private Wealth..., Multi Manager, Goals Based Wealth..., Asset Management, Management, Financial Modeling, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1993
MBA, Finance and Investments
Delhi University 1989 — 1991
M Com, Commerce
Institute of Cost and Works Accountants of India - ICWAI 1989 — 1991
ICWAI, Cost and Management Accounting
Delhi University 1986 — 1989
B Com (H), Commerce
Ramjas School 1976 — 1986
CFA
VINNY GURNANI's Merrill Lynch Experience May 2003 - Present
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2003 - Present
Morgan Stanley Dean Witter 2000 - 2003
Education
Baruch College, City University of New York (CUNY)
BS, Finance
Merrill Lynch May 2003 - Present
Morgan Stanley Dean Witter 2000 - 2003
Education
Baruch College, City University of New York (CUNY)
BS, Finance
Vlad Babii's Merrill Lynch Experience March 2008 - Present
Job VP at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2008 - Present
Morgan Stanley September 2007 - March 2008
Federal Reserve Bank 2003 - 2007
CA 2002 - 2003
WSTG September 1997 - January 2002
Skills
Trading Systems, Equities, Quantitative Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Financial Engineering
Queens College 2000 — 2002
MA, Computer Science
1989 — 1995
MS, Mathematics
Merrill Lynch March 2008 - Present
Morgan Stanley September 2007 - March 2008
Federal Reserve Bank 2003 - 2007
CA 2002 - 2003
WSTG September 1997 - January 2002
Skills
Trading Systems, Equities, Quantitative Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Financial Engineering
Queens College 2000 — 2002
MA, Computer Science
1989 — 1995
MS, Mathematics
Nikos Kardassis's Merrill Lynch Experience January 2005 - March 2008
Job Head of the Americas at Jet Airways
Industry Airlines/Aviation
Experience
Jet Airways June 2008 - Present
Merrill Lynch January 2005 - March 2008
Merrill Lynch 2001 - 2004
GE Capital Aviation Services 1999 - 2001
Education
Baruch College, City University of New York (CUNY) 1981 — 1984
MBA, Finance
Jet Airways June 2008 - Present
Merrill Lynch January 2005 - March 2008
Merrill Lynch 2001 - 2004
GE Capital Aviation Services 1999 - 2001
Education
Baruch College, City University of New York (CUNY) 1981 — 1984
MBA, Finance
Ted Trafton, CFP®, CRPC®'s Merrill Lynch Experience December 2006 - December 2008
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc February 2009 - Present
Merrill Lynch December 2006 - December 2008
Education
Bates College 1998 — 2002
Bachelor of Arts, Philosophy
Ameriprise Financial Services, Inc February 2009 - Present
Merrill Lynch December 2006 - December 2008
Education
Bates College 1998 — 2002
Bachelor of Arts, Philosophy
James Moynihan's Merrill Lynch Experience October 1998 - February 2004
Job Managing Director at Wavelength Asset Management
Industry Investment Management
Experience
Wavelength Asset Management July 2014 - Present
Kettle Hill Capital Management February 2005 - April 2013
Merrill Lynch October 1998 - February 2004
Enron April 1998 - October 1998
PaineWebber March 1997 - March 1998
NERA Economic Consulting July 1995 - February 1997
Education
Bates College 1993 — 1995
Bachelor's Degree, Economics
Wavelength Asset Management July 2014 - Present
Kettle Hill Capital Management February 2005 - April 2013
Merrill Lynch October 1998 - February 2004
Enron April 1998 - October 1998
PaineWebber March 1997 - March 1998
NERA Economic Consulting July 1995 - February 1997
Education
Bates College 1993 — 1995
Bachelor's Degree, Economics
Douglas Hundt, CFA's Merrill Lynch Experience 2007 - 2009
Job Director, Institutional Equity Sales
Industry Investment Banking
Experience
Wolfe Research, LLC February 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch April 2005 - January 2007
UBS October 2002 - April 2005
Skills
Equity Research, Client Service, Economics, Equities, Bloomberg, Series 7, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Equity Valuation, Investments, Financial Analysis, Alternative Investments, Portfolio Management, Series 63, Asset Allocation, Asset Managment, Bloomberg Terminal, Mutual Funds, Sell Side, Financial Services
Education
Bates College 1998 — 2002
BA, Economics
Fordham Preparatory School 1994 — 1998
Wolfe Research, LLC February 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch April 2005 - January 2007
UBS October 2002 - April 2005
Skills
Equity Research, Client Service, Economics, Equities, Bloomberg, Series 7, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Equity Valuation, Investments, Financial Analysis, Alternative Investments, Portfolio Management, Series 63, Asset Allocation, Asset Managment, Bloomberg Terminal, Mutual Funds, Sell Side, Financial Services
Education
Bates College 1998 — 2002
BA, Economics
Fordham Preparatory School 1994 — 1998
Serge Ryklin's Merrill Lynch Experience August 1988 - May 1996
Job Director, Risk Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2000 - Present
KPMG June 1996 - April 2000
Merrill Lynch August 1988 - May 1996
ADP 1986 - August 1988
NYSE 1984 - 1986
Chase 1981 - 1984
Skills
Project Management, Business Analysis, Credit Derivatives, Interest Rate..., FX Derivatives, Exchange Traded..., Equity Derivatives, Fixed Income, Risk Management, IT Risk Management, Data Analysis, General Ledger, Middle Office, Credit Risk, Margin, Capital Markets, Budgets, Management, Equities, Financial Analysis, Banking, Derivatives, SQL, Investment Banking, Market Risk, Prime Brokerage, Trading Systems, Basel II, Collateral Management, FX Options, Options, Structured Products, Market Data, Electronic Trading, Swaps, Operational Risk, Bloomberg, Hedge Funds, Financial Markets, Financial Services, Securities, Reference Data, Back Office, Bonds, Financial Risk, Portfolio Management, Dodd-Frank
Education
Baruch College, City University of New York (CUNY)
BBA, Corporate Finance and Investment Analysis
New York University
Computer Science
Bank of America Merrill Lynch April 2000 - Present
KPMG June 1996 - April 2000
Merrill Lynch August 1988 - May 1996
ADP 1986 - August 1988
NYSE 1984 - 1986
Chase 1981 - 1984
Skills
Project Management, Business Analysis, Credit Derivatives, Interest Rate..., FX Derivatives, Exchange Traded..., Equity Derivatives, Fixed Income, Risk Management, IT Risk Management, Data Analysis, General Ledger, Middle Office, Credit Risk, Margin, Capital Markets, Budgets, Management, Equities, Financial Analysis, Banking, Derivatives, SQL, Investment Banking, Market Risk, Prime Brokerage, Trading Systems, Basel II, Collateral Management, FX Options, Options, Structured Products, Market Data, Electronic Trading, Swaps, Operational Risk, Bloomberg, Hedge Funds, Financial Markets, Financial Services, Securities, Reference Data, Back Office, Bonds, Financial Risk, Portfolio Management, Dodd-Frank
Education
Baruch College, City University of New York (CUNY)
BBA, Corporate Finance and Investment Analysis
New York University
Computer Science
Terri-Ann Beckford's Merrill Lynch Experience 2006 - 2009
Job at
Industry Financial Services
Experience
TD Ameritrade June 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2000 - 2009
Skills
Financial Services, Human Resources, Compensation Strategies, Organizational Design, Performance Management, Employee Benefits, Finance, HRIS, PeopleSoft, Budgets, Deferred Compensation, Benefits Administration, Executive Pay, Talent Management, Equities, Employee Relations, Banking, Training, Process Improvement, Analysis, Forecasting, Business Process..., Change Management, Financial Modeling, Leadership
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
TD Ameritrade June 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 2000 - 2009
Skills
Financial Services, Human Resources, Compensation Strategies, Organizational Design, Performance Management, Employee Benefits, Finance, HRIS, PeopleSoft, Budgets, Deferred Compensation, Benefits Administration, Executive Pay, Talent Management, Equities, Employee Relations, Banking, Training, Process Improvement, Analysis, Forecasting, Business Process..., Change Management, Financial Modeling, Leadership
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
Sophia Wang Chan's Merrill Lynch Experience May 1999 - December 2008
Job Web Content Publisher
Industry Internet
Experience
Merrill Lynch May 1999 - December 2008
The Epilepsy Institute October 1996 - December 1998
Skills
Stellent Content..., HomeSite, Dreamweaver, HTML, Adobe Acrobat, Microsoft Office, Windows XP
Education
Baruch College
Bachelor of Business Administration (BBA), Computer Information Systems
Merrill Lynch May 1999 - December 2008
The Epilepsy Institute October 1996 - December 1998
Skills
Stellent Content..., HomeSite, Dreamweaver, HTML, Adobe Acrobat, Microsoft Office, Windows XP
Education
Baruch College
Bachelor of Business Administration (BBA), Computer Information Systems
Veronica Gali Aguilar's Merrill Lynch Experience January 2010 - October 2011
Job Managing Partner at Aguila Wealth Real Estate LLC
Industry Financial Services
Experience
Aguila Wealth LLC January 2014 - Present
Aguilar Asset Management November 2011 - Present
ABWA Miami Express Network January 2010 - December 2012
Merrill Lynch January 2010 - October 2011
Skills
Investments, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., 401k Rollovers, Real Estate Investment..., Life and Health...
Education
Baruch College 1996 — 1999
BA, Finance and Investments
LaGuardia Community College
Aguila Wealth LLC January 2014 - Present
Aguilar Asset Management November 2011 - Present
ABWA Miami Express Network January 2010 - December 2012
Merrill Lynch January 2010 - October 2011
Skills
Investments, Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., 401k Rollovers, Real Estate Investment..., Life and Health...
Education
Baruch College 1996 — 1999
BA, Finance and Investments
LaGuardia Community College
Daniel Archer, CFP's Merrill Lynch Experience 1998 - 2002
Job Founding Principal at ACT Wealth Management, LLC
Industry Financial Services
Experience
ACT Wealth Management, LLC December 2010 - Present
True North Advisors August 2006 - December 2010
Merrill Lynch 1998 - 2002
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA
Baylor University 1989 — 1994
ACT Wealth Management, LLC December 2010 - Present
True North Advisors August 2006 - December 2010
Merrill Lynch 1998 - 2002
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA
Baylor University 1989 — 1994
Raahul Ramakrishnan's Merrill Lynch Experience June 2010 - August 2010
Job M.D. Candidate at Baylor College of Medicine
Industry Medical Practice
Experience
Austin Technology Incubator July 2013 - Present
Sense Corp July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
University of Texas Division of Housing and Food Services August 2009 - May 2010
Texas House of Representatives January 2009 - May 2009
University of Texas McCombs Career Services October 2007 - May 2009
Target June 2008 - August 2008
Skills
Data Warehouse..., Data Warehousing, Business Analysis, Enterprise Architecture, SQL, Data Analysis, Visio, Microsoft SQL Server, Access, Project Management, Financial Analysis, Business Strategy, Databases, Project Planning, Statistics, Microsoft Excel, PowerPoint, Management, Leadership
Education
Baylor College of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Honors
Austin Technology Incubator July 2013 - Present
Sense Corp July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
University of Texas Division of Housing and Food Services August 2009 - May 2010
Texas House of Representatives January 2009 - May 2009
University of Texas McCombs Career Services October 2007 - May 2009
Target June 2008 - August 2008
Skills
Data Warehouse..., Data Warehousing, Business Analysis, Enterprise Architecture, SQL, Data Analysis, Visio, Microsoft SQL Server, Access, Project Management, Financial Analysis, Business Strategy, Databases, Project Planning, Statistics, Microsoft Excel, PowerPoint, Management, Leadership
Education
Baylor College of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Honors
Chad Winlaw's Merrill Lynch Experience May 2011 - March 2013
Job Scheduling Analyst at Sequent Energy Management
Industry Oil & Energy
Experience
Merrill Lynch May 2011 - March 2013
Sequent Energy Management March 2005 - May 2011
Skills
Natural Gas
Education
Baylor University 1998 — 2003
Merrill Lynch May 2011 - March 2013
Sequent Energy Management March 2005 - May 2011
Skills
Natural Gas
Education
Baylor University 1998 — 2003
Helen Andreoli's Merrill Lynch Experience March 2006 - November 2011
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch March 2006 - November 2011
Morgan Stanley June 2000 - March 2006
Skills
Investments, Finance, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Securities
Education
University of Maine 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Bates College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
UBS Financial Services November 2011 - Present
Merrill Lynch March 2006 - November 2011
Morgan Stanley June 2000 - March 2006
Skills
Investments, Finance, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Securities
Education
University of Maine 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Bates College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Lori Feinsilver's Merrill Lynch Experience April 2005 - July 2010
Job Managing Director, Head of Community Affairs & Executive Communications, UBS Americas
Industry Financial Services
Experience
UBS Americas July 2010 - Present
Merrill Lynch April 2005 - July 2010
Merrill Lynch 2001 - 2005
Skills
Corporate Communications, Internal Communications, Strategic Communications, Crisis Communications, Marketing Communications, Strategy, Public Relations, Financial Services, Speech Writing, Strategic Planning, Communication Training, Investor Relations
Education
Bates College 1996 — 2000
UBS Americas July 2010 - Present
Merrill Lynch April 2005 - July 2010
Merrill Lynch 2001 - 2005
Skills
Corporate Communications, Internal Communications, Strategic Communications, Crisis Communications, Marketing Communications, Strategy, Public Relations, Financial Services, Speech Writing, Strategic Planning, Communication Training, Investor Relations
Education
Bates College 1996 — 2000
Richard Coley, MBA's Merrill Lynch Experience October 2006 - May 2009
Job Rotation Program Syndications Americas
Industry Financial Services
Experience
ING U.S. September 2014 - Present
ING U.S. July 2011 - Present
Royal Bank of Scotland November 2009 - July 2011
Merrill Lynch October 2006 - May 2009
Goldman Sachs March 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Portfolio Management, Risk Management, Banking, Capital Markets, Credit, Finance, Corporate Finance
Education
University of Connecticut-Stamford 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 2002 — 2004
Bachelor of Arts, Psychology
Baruch College, City University of New York (CUNY)
MBA, Accounting
Bronx High School of Science
ING U.S. September 2014 - Present
ING U.S. July 2011 - Present
Royal Bank of Scotland November 2009 - July 2011
Merrill Lynch October 2006 - May 2009
Goldman Sachs March 2006 - September 2006
Morgan Stanley March 2005 - March 2006
Skills
Portfolio Management, Risk Management, Banking, Capital Markets, Credit, Finance, Corporate Finance
Education
University of Connecticut-Stamford 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 2002 — 2004
Bachelor of Arts, Psychology
Baruch College, City University of New York (CUNY)
MBA, Accounting
Bronx High School of Science
Sam Nisimov's Merrill Lynch Experience July 2008 - September 2009
Job Product Control Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities February 2011 - Present
JP Morgan Chase September 2009 - January 2011
Merrill Lynch July 2008 - September 2009
Skills
Bloomberg, Equities, Series 7, Series 63, Microsoft Excel, Pivot Tables, US GAAP, Derivatives, Fixed Income, Valuation
Education
Baruch College 2011 — 2015
MBA, Accounting and Finance
Pace University 2005 — 2009
BBA, Finance and Information Systems
Nomura Securities February 2011 - Present
JP Morgan Chase September 2009 - January 2011
Merrill Lynch July 2008 - September 2009
Skills
Bloomberg, Equities, Series 7, Series 63, Microsoft Excel, Pivot Tables, US GAAP, Derivatives, Fixed Income, Valuation
Education
Baruch College 2011 — 2015
MBA, Accounting and Finance
Pace University 2005 — 2009
BBA, Finance and Information Systems
Stan Galver's Merrill Lynch Experience June 2005 - July 2006
Job Managing Director at Laurus Investments A.G.
Industry Investment Management
Experience
Laurus Investments A.G. February 2009 - Present
Goldstone Holdings August 2006 - February 2009
Merrill Lynch June 2005 - July 2006
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
Laurus Investments A.G. February 2009 - Present
Goldstone Holdings August 2006 - February 2009
Merrill Lynch June 2005 - July 2006
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
Tatsiana Nizhevich's Merrill Lynch Experience September 2011 - December 2011
Job Operations Analyst
Industry Financial Services
Experience
Morgan Stanley June 2013 - September 2014
Morgan Stanley January 2012 - May 2013
Merrill Lynch September 2011 - December 2011
AXA Advisors February 2011 - May 2011
United Nations July 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Trading, Equities, Portfolio Management, Securities, Options, Financial Analysis, Finance, Bloomberg
Education
Baruch College 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley June 2013 - September 2014
Morgan Stanley January 2012 - May 2013
Merrill Lynch September 2011 - December 2011
AXA Advisors February 2011 - May 2011
United Nations July 2008 - August 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Trading, Equities, Portfolio Management, Securities, Options, Financial Analysis, Finance, Bloomberg
Education
Baruch College 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Shubha Kastiya's Merrill Lynch Experience February 2010 - May 2010
Job Fund Accountant
Industry Financial Services
Experience
Credit Suisse June 2010 - Present
Merrill Lynch February 2010 - May 2010
Sony Music Entertainment September 2009 - December 2009
UBS Financial Services Inc February 2009 - May 2009
Pace University Tutoring Center January 2008 - December 2008
Raymond James Financial Services June 2008 - August 2008
Skills
Bloomberg, Accounting, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Pivot Tables, Outlook, Research, Accounts Payable, Accounts Receivable, Budgets, Data Analysis, Finance, Financial Accounting, Financial Statements, Hedge Funds, Mutual Funds, Portfolio Management
Education
Baruch College 2012 — 2015
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance
Credit Suisse June 2010 - Present
Merrill Lynch February 2010 - May 2010
Sony Music Entertainment September 2009 - December 2009
UBS Financial Services Inc February 2009 - May 2009
Pace University Tutoring Center January 2008 - December 2008
Raymond James Financial Services June 2008 - August 2008
Skills
Bloomberg, Accounting, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Word, Pivot Tables, Outlook, Research, Accounts Payable, Accounts Receivable, Budgets, Data Analysis, Finance, Financial Accounting, Financial Statements, Hedge Funds, Mutual Funds, Portfolio Management
Education
Baruch College 2012 — 2015
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business 2006 — 2010
BBA, Finance
Tal Askenazi's Merrill Lynch Experience August 2002 - June 2003
Job Account Manager Morgan Stanley Fund Services
Industry Capital Markets
Experience
Morgan Stanley February 2013 - Present
Citco Fund Services January 2013 - February 2013
Citco Fund Services February 2012 - December 2012
Citco Fund Services January 2008 - February 2012
Citco Fund Services August 2006 - December 2007
Citco Fund Services January 2005 - July 2006
Victoria Classics January 2004 - January 2005
Merrill Lynch August 2002 - June 2003
Skills
Partnership Accounting, Hedge Funds, Back Office Operations, Excel (Advance), Bloomberg Terminal, Investran Accounting..., Private Equity, Personal Income Tax..., Aexeo, Client Integration, Financial Services, Finance, Derivatives, Fund Of Funds, Auditing, Investments, Fund Administration, Equities, Bloomberg, Accounting, Financial Statements, Account Reconciliation, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
B.B.A, Finance & Investments, Magna Cum Laude
City University of New York-Brooklyn College 2011 — 2013
B.S., Accounting-CPA Qualifying
Morgan Stanley February 2013 - Present
Citco Fund Services January 2013 - February 2013
Citco Fund Services February 2012 - December 2012
Citco Fund Services January 2008 - February 2012
Citco Fund Services August 2006 - December 2007
Citco Fund Services January 2005 - July 2006
Victoria Classics January 2004 - January 2005
Merrill Lynch August 2002 - June 2003
Skills
Partnership Accounting, Hedge Funds, Back Office Operations, Excel (Advance), Bloomberg Terminal, Investran Accounting..., Private Equity, Personal Income Tax..., Aexeo, Client Integration, Financial Services, Finance, Derivatives, Fund Of Funds, Auditing, Investments, Fund Administration, Equities, Bloomberg, Accounting, Financial Statements, Account Reconciliation, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
B.B.A, Finance & Investments, Magna Cum Laude
City University of New York-Brooklyn College 2011 — 2013
B.S., Accounting-CPA Qualifying
Dell Stine's Merrill Lynch Experience July 2009 - Present
Job Owner at Dell Stine Ranch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
Merrill Lynch June 2004 - Present
Dell Stine Ranch September 1998 - Present
Morgan Stanley December 2000 - June 2004
First National Bank of Byers February 1984 - January 2000
Stine and Stine Cattle Co February 1981 - September 1998
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Securities, Series 9 & 10, CRPC, Investments, Insurance, Mutual Funds, Portfolio Management, Fixed Income, Life Insurance, Alternative Investments, Risk Management, Series 63
Education
Texas A&M University-Commerce 1971 — 1972
Agricultural Economics
Baylor University 1969 — 1971
General Studies
Merrill Lynch July 2009 - Present
Merrill Lynch June 2004 - Present
Dell Stine Ranch September 1998 - Present
Morgan Stanley December 2000 - June 2004
First National Bank of Byers February 1984 - January 2000
Stine and Stine Cattle Co February 1981 - September 1998
Skills
Series 7, Wealth Management, Asset Allocation, Retirement Planning, Securities, Series 9 & 10, CRPC, Investments, Insurance, Mutual Funds, Portfolio Management, Fixed Income, Life Insurance, Alternative Investments, Risk Management, Series 63
Education
Texas A&M University-Commerce 1971 — 1972
Agricultural Economics
Baylor University 1969 — 1971
General Studies
David Dysenchuk's Merrill Lynch Experience February 1998 - November 2001
Job Managing Director at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey January 2013 - Present
Credit Agricole-CIB February 2008 - January 2013
Capmark Finance, Inc. February 2006 - January 2008
ABN AMRO Bank N.V. January 2002 - February 2006
Merrill Lynch February 1998 - November 2001
Union Bank of Switzerland March 1993 - January 1998
Bankers Trust Company March 1989 - February 1993
Chemical Bank September 1978 - February 1989
Skills
Series 7, 63 and 24...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
MALD, International Law and Energy
University of Colorado Boulder 1975 — 1976
MA, Political Science and Government
Bates College 1970 — 1974
Bachelor's degree, Political Science and Government
SunTrust Robinson Humphrey January 2013 - Present
Credit Agricole-CIB February 2008 - January 2013
Capmark Finance, Inc. February 2006 - January 2008
ABN AMRO Bank N.V. January 2002 - February 2006
Merrill Lynch February 1998 - November 2001
Union Bank of Switzerland March 1993 - January 1998
Bankers Trust Company March 1989 - February 1993
Chemical Bank September 1978 - February 1989
Skills
Series 7, 63 and 24...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
MALD, International Law and Energy
University of Colorado Boulder 1975 — 1976
MA, Political Science and Government
Bates College 1970 — 1974
Bachelor's degree, Political Science and Government
Noel Ma's Merrill Lynch Experience July 2008 - June 2013
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Citi July 2013 - July 2014
Merrill Lynch July 2008 - June 2013
Skills
Investments, Fixed Income
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Finance & Investments
Citi July 2013 - July 2014
Merrill Lynch July 2008 - June 2013
Skills
Investments, Fixed Income
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Finance & Investments
Lee Twill's Merrill Lynch Experience March 2000 - March 2001
Job SLT Advisors
Industry Consumer Services
Experience
SLT Analytics June 2012 - Present
Jaya Ventures Inc 2005 - June 2013
Devi Tea 2004 - December 2012
Sadashiva Astrology January 2003 - June 2012
Chiron Consulting January 1994 - December 2002
Merrill Lynch March 2000 - March 2001
Merrill Lynch September 1999 - March 2000
Skills
•Mac proficiency:..., •Proficiency in..., •Business Analysis and..., •Business Negotiation..., •Dynamic Process and..., •Superior Abstract..., •Strong Finance and..., •Audio/Video Equipment..., Business Planning, Editing, Due Diligence, Astrology, Vedic Astrology, Integrated Wellness..., Yoga, Meditation, Chi Gong, Herbs & Natural..., Applied Natural..., Wellness, Small Business, Microsoft Office, Public Speaking, Sales, Entrepreneurship, Investments, Social Media, Research
Education
St. Edwards University 1995 — 1998
B.A., Communications
Bastyr University 2003 — 2004
Post Bach Work, Biological and Health Sciences
SLT Analytics June 2012 - Present
Jaya Ventures Inc 2005 - June 2013
Devi Tea 2004 - December 2012
Sadashiva Astrology January 2003 - June 2012
Chiron Consulting January 1994 - December 2002
Merrill Lynch March 2000 - March 2001
Merrill Lynch September 1999 - March 2000
Skills
•Mac proficiency:..., •Proficiency in..., •Business Analysis and..., •Business Negotiation..., •Dynamic Process and..., •Superior Abstract..., •Strong Finance and..., •Audio/Video Equipment..., Business Planning, Editing, Due Diligence, Astrology, Vedic Astrology, Integrated Wellness..., Yoga, Meditation, Chi Gong, Herbs & Natural..., Applied Natural..., Wellness, Small Business, Microsoft Office, Public Speaking, Sales, Entrepreneurship, Investments, Social Media, Research
Education
St. Edwards University 1995 — 1998
B.A., Communications
Bastyr University 2003 — 2004
Post Bach Work, Biological and Health Sciences
Olga Tome's Merrill Lynch Experience December 2004 - April 2006
Job Banking Consultant at Pinnacle Solutions Incorporated, New Jersey
Industry Computer Software
Experience
Pinnacle Solutions Incorporated, New Jersey November 2007 - Present
Merrill Lynch December 2004 - April 2006
Commerzbank AG October 1995 - November 2004
Skills
SWIFT payments, Back Office
Education
Baruch College 1985 — 1990
BBA, Marketing/Marketing Management, General
Baruch College, City University of New York (CUNY) 1985 — 1990
BBA, Marketing Management
Pinnacle Solutions Incorporated, New Jersey November 2007 - Present
Merrill Lynch December 2004 - April 2006
Commerzbank AG October 1995 - November 2004
Skills
SWIFT payments, Back Office
Education
Baruch College 1985 — 1990
BBA, Marketing/Marketing Management, General
Baruch College, City University of New York (CUNY) 1985 — 1990
BBA, Marketing Management
Patrick Pereira's Merrill Lynch Experience March 1993 - April 2000
Job SVP, Sr. Portfolio manager at Banco Santander
Industry Banking
Experience
Banco Santander January 2004 - Present
Coutts (RBS) Private Banking January 2001 - December 2003
Merrill Lynch March 1993 - April 2000
Skills
Private Banking, Portfolio Management, Risk Management, Structured Finance, Capital Markets, Investment Banking, Financial Markets, Fixed Income, Hedge Funds, AML, Banking, Corporate Finance, Equities, Mergers & Acquisitions, Investments, Derivatives
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance
Manipal Institute of Technology
Bachelor of Science (BS), Mechanical Engineering
Banco Santander January 2004 - Present
Coutts (RBS) Private Banking January 2001 - December 2003
Merrill Lynch March 1993 - April 2000
Skills
Private Banking, Portfolio Management, Risk Management, Structured Finance, Capital Markets, Investment Banking, Financial Markets, Fixed Income, Hedge Funds, AML, Banking, Corporate Finance, Equities, Mergers & Acquisitions, Investments, Derivatives
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance
Manipal Institute of Technology
Bachelor of Science (BS), Mechanical Engineering
Stanley Thompson's Merrill Lynch Experience February 1972 - May 1984
Job President & CEO at Natsley Business Group, Inc.
Industry Luxury Goods & Jewelry
Experience
Natsley Business Group, Inc. January 2011 - Present
Western Union July 2006 - October 2014
Unitransfer NY, Inc. February 2004 - 2006
Costamar Money Transfer February 2002 - January 2004
XTRAN/KeyCom, Inc. January 2001 - December 2001
9278 Communications, Inc. September 2000 - January 2001
Broadcort Capital Corp May 1984 - June 1990
Merrill Lynch February 1972 - May 1984
Skills
MSB - Compliance, Financial Services -..., ACAMS - Certificate, Negotiation, New Business Development, Strategic Planning, Business Strategy, Marketing Management, Competitive Analysis, Sales Management, Business Planning, Marketing Strategy, Market Research, Marketing Communications, Customer Service, Business Development, Team Building, Social Media, Social Media Marketing, Leadership, Entrepreneurship, Public Relations, Event Management, Retail, Management, Online Marketing, Strategy, Social Networking, Marketing, Account Management, Sales, Risk Management, Strategic Partnerships, Product Marketing, Online Advertising, CRM, Advertising, Start-ups, Market Planning, Direct Sales, E-commerce, Product Management, Email Marketing, Digital Marketing, Team Leadership, Sales Process, Team Management, Sales Operations, Product Development
Education
NYU School of Continuing Education 1978 — 1978
Hospitality Management, Food & Beverage Management
Baruch College 1972 — 1976
Business Administration
Natsley Business Group, Inc. January 2011 - Present
Western Union July 2006 - October 2014
Unitransfer NY, Inc. February 2004 - 2006
Costamar Money Transfer February 2002 - January 2004
XTRAN/KeyCom, Inc. January 2001 - December 2001
9278 Communications, Inc. September 2000 - January 2001
Broadcort Capital Corp May 1984 - June 1990
Merrill Lynch February 1972 - May 1984
Skills
MSB - Compliance, Financial Services -..., ACAMS - Certificate, Negotiation, New Business Development, Strategic Planning, Business Strategy, Marketing Management, Competitive Analysis, Sales Management, Business Planning, Marketing Strategy, Market Research, Marketing Communications, Customer Service, Business Development, Team Building, Social Media, Social Media Marketing, Leadership, Entrepreneurship, Public Relations, Event Management, Retail, Management, Online Marketing, Strategy, Social Networking, Marketing, Account Management, Sales, Risk Management, Strategic Partnerships, Product Marketing, Online Advertising, CRM, Advertising, Start-ups, Market Planning, Direct Sales, E-commerce, Product Management, Email Marketing, Digital Marketing, Team Leadership, Sales Process, Team Management, Sales Operations, Product Development
Education
NYU School of Continuing Education 1978 — 1978
Hospitality Management, Food & Beverage Management
Baruch College 1972 — 1976
Business Administration
Vinny Zanfardino's Merrill Lynch Experience April 1996 - April 1998
Job LPS Futures LLC. IM: vinzotc
Industry Oil & Energy
Experience
LPS Futures LLC July 2012 - Present
PVO Energy September 2007 - July 2012
BNP Paribas April 1998 - September 2007
Merrill Lynch April 1996 - April 1998
J.P. Morgan January 1995 - April 1996
Goldman Sachs April 1990 - January 1995
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
LPS Futures LLC July 2012 - Present
PVO Energy September 2007 - July 2012
BNP Paribas April 1998 - September 2007
Merrill Lynch April 1996 - April 1998
J.P. Morgan January 1995 - April 1996
Goldman Sachs April 1990 - January 1995
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
Nurul Musully's Merrill Lynch Experience February 1997 - August 1997
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Pershing LLC, A Bank of New York Mellon Securities Group Co. November 2006 - Present
UBS Financial Services Inc. January 2006 - November 2006
UBS Financial Services Inc. January 2005 - December 2005
UBS Financial Services Inc. October 2000 - February 2005
PaineWebber Incorporated June 1999 - October 2000
PaineWebber Incorporated January 1998 - June 1999
MERRILL LYNCH February 1997 - August 1997
Skills
Solaris, Java, Quality Assurance, SDLC, Business Analysis, User Acceptance Testing, C++, Troubleshooting, Testing, Unix, Linux, Integration, Databases, Servers, ITIL, Software Configuration..., Requirements Analysis, Vendor Management
Education
City University of New York-Baruch College 1995 — 1997
Bachelor of Business Administration (BBA), Major: Finance and Investments; Minor: Computer Information Systems, GPA: Cumulative: 3.47; Major: 3.44; Minor: 3.66;
Pershing LLC, A Bank of New York Mellon Securities Group Co. November 2006 - Present
UBS Financial Services Inc. January 2006 - November 2006
UBS Financial Services Inc. January 2005 - December 2005
UBS Financial Services Inc. October 2000 - February 2005
PaineWebber Incorporated June 1999 - October 2000
PaineWebber Incorporated January 1998 - June 1999
MERRILL LYNCH February 1997 - August 1997
Skills
Solaris, Java, Quality Assurance, SDLC, Business Analysis, User Acceptance Testing, C++, Troubleshooting, Testing, Unix, Linux, Integration, Databases, Servers, ITIL, Software Configuration..., Requirements Analysis, Vendor Management
Education
City University of New York-Baruch College 1995 — 1997
Bachelor of Business Administration (BBA), Major: Finance and Investments; Minor: Computer Information Systems, GPA: Cumulative: 3.47; Major: 3.44; Minor: 3.66;
Myrna Quinones's Merrill Lynch Experience May 1974 - April 1999
Job Senior Branch Office Administrator
Industry Financial Services
Experience
UBS Financial Services Inc. May 2001 - Present
Mother Nature.com July 1999 - January 2001
Merrill Lynch May 1974 - April 1999
Education
Bay Path College 2010 — 2014
Associate of Science (A.S.), Business Administration
UBS Financial Services Inc. May 2001 - Present
Mother Nature.com July 1999 - January 2001
Merrill Lynch May 1974 - April 1999
Education
Bay Path College 2010 — 2014
Associate of Science (A.S.), Business Administration
Sue Lam-Joa's Merrill Lynch Experience 1977 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1977 - 1998
Education
Baruch College 1978 — 1980
B.B.A Accounting
Merrill Lynch 1977 - 1998
Education
Baruch College 1978 — 1980
B.B.A Accounting
Reed Bushell's Merrill Lynch Experience 1991 - 1998
Job Sales Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial 2003 - Present
Janus Capital Group 1998 - 2002
Merrill Lynch 1991 - 1998
Education
University of Colorado at Boulder 1985 — 1987
Bachelor of Arts (B.A.)
Bates College 1983 — 1985
Voya Financial 2003 - Present
Janus Capital Group 1998 - 2002
Merrill Lynch 1991 - 1998
Education
University of Colorado at Boulder 1985 — 1987
Bachelor of Arts (B.A.)
Bates College 1983 — 1985
Brie Gadbois's Merrill Lynch Experience May 1999 - December 2001
Job Sr Case Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable November 2002 - Present
Merrill Lynch May 1999 - December 2001
Merrill Lynch July 1997 - May 1999
Skills
Life Insurance, Long-term Care, New Business Generation, Large Volume, Training, Subject Matter Experts, Troubleshooting, Dependable Team Player, Quick Study, Requirements Gathering, Order Processing, Status Tracking, Phone Skills, Email, agent licensing, Process Improvement, Commission, Project Coordination, LOMA 280, LOMA 290, Wealth Management, Term Life Insurance, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, AML, Telephone Skills, 401k
Education
Bay Path University 2015 — 2017
Bachelor's degree, Cyber Security
Bay Path College 1995 — 1997
Associate of Science (A.S.), Law
Greenfield Community College 1995 — 1996
AXA Equitable November 2002 - Present
Merrill Lynch May 1999 - December 2001
Merrill Lynch July 1997 - May 1999
Skills
Life Insurance, Long-term Care, New Business Generation, Large Volume, Training, Subject Matter Experts, Troubleshooting, Dependable Team Player, Quick Study, Requirements Gathering, Order Processing, Status Tracking, Phone Skills, Email, agent licensing, Process Improvement, Commission, Project Coordination, LOMA 280, LOMA 290, Wealth Management, Term Life Insurance, Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, AML, Telephone Skills, 401k
Education
Bay Path University 2015 — 2017
Bachelor's degree, Cyber Security
Bay Path College 1995 — 1997
Associate of Science (A.S.), Law
Greenfield Community College 1995 — 1996
Shan-Shan Chan's Merrill Lynch Experience June 1999 - October 2005
Job IT Consultant
Industry Information Technology and Services
Experience
Goldman Sachs March 2006 - Present
Merrill Lynch June 1999 - October 2005
Education
Baruch College
MBA
Goldman Sachs March 2006 - Present
Merrill Lynch June 1999 - October 2005
Education
Baruch College
MBA
Steven Mendel's Merrill Lynch Experience January 2001 - April 2003
Job Pres at RiverBrook Equities
Industry Hospitality
Experience
RiverBrook Equities January 2003 - Present
Merrill Lynch January 2001 - April 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Event Planning, Budgets, Negotiation, Public Speaking, Strategic Planning, Leadership, Training, Management, Marketing Strategy
Education
Baruch College
Master of Business Administration (MBA)
RiverBrook Equities January 2003 - Present
Merrill Lynch January 2001 - April 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Event Planning, Budgets, Negotiation, Public Speaking, Strategic Planning, Leadership, Training, Management, Marketing Strategy
Education
Baruch College
Master of Business Administration (MBA)
Sean Barrow's Merrill Lynch Experience May 2002 - July 2006
Job Examination Manager at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority July 2006 - Present
Merrill Lynch May 2002 - July 2006
Skills
Broker-Dealer Operations, Broker-Dealer, FINRA, Financial Regulation, Financial Accounting, Securities, Financial Risk, Financial Services, Securities Lending, SEC Financial Reporting, Equities, Banking, Finance, Internal Controls, Options, Internal Audit, Auditing, Capital Markets
Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General
Financial Industry Regulatory Authority July 2006 - Present
Merrill Lynch May 2002 - July 2006
Skills
Broker-Dealer Operations, Broker-Dealer, FINRA, Financial Regulation, Financial Accounting, Securities, Financial Risk, Financial Services, Securities Lending, SEC Financial Reporting, Equities, Banking, Finance, Internal Controls, Options, Internal Audit, Auditing, Capital Markets
Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General
Scott Naness's Merrill Lynch Experience December 1996 - October 2001
Job Vice President of Interactive at Curran & Connors, Inc.
Industry Internet
Experience
Curran & Connors, Inc. May 2004 - May 2015
Apple November 2001 - April 2004
Merrill Lynch December 1996 - October 2001
Skills
Project Management, Management, Proposal Writing, Process Scheduler, SDLC, Creative Writing, Scope Management, Technical Writing, User Experience, Usability, Business Development, Budgets, Corporate Communications, SEO, Branding & Identity, OS X, Operational Efficiency, Business Profitability, Strategic Partnerships, Revenue & Profit Growth, Problem Solving, Mac OS X, Writing
Education
Baruch College 1993 — 1996
MBA, Marketing
City University of New York-College of Staten Island 1989 — 1993
Bachelor of Science (BS), Economics
Curran & Connors, Inc. May 2004 - May 2015
Apple November 2001 - April 2004
Merrill Lynch December 1996 - October 2001
Skills
Project Management, Management, Proposal Writing, Process Scheduler, SDLC, Creative Writing, Scope Management, Technical Writing, User Experience, Usability, Business Development, Budgets, Corporate Communications, SEO, Branding & Identity, OS X, Operational Efficiency, Business Profitability, Strategic Partnerships, Revenue & Profit Growth, Problem Solving, Mac OS X, Writing
Education
Baruch College 1993 — 1996
MBA, Marketing
City University of New York-College of Staten Island 1989 — 1993
Bachelor of Science (BS), Economics
Bonnie Powell's Merrill Lynch Experience February 1998 - Present
Job Director, Registered Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1998 - Present
BBC January 2004 - January 2005
OMI Communications February 1993 - February 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Brookdale Community College 1975 — 1977
Business, Management, Marketing, and Related Support Services
Bauder College 1973 — 1975
Communication, Journalism, and Related Programs
Merrill Lynch February 1998 - Present
BBC January 2004 - January 2005
OMI Communications February 1993 - February 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Brookdale Community College 1975 — 1977
Business, Management, Marketing, and Related Support Services
Bauder College 1973 — 1975
Communication, Journalism, and Related Programs
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank