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
Rostik Lonskiy Rostik Lonskiy's Merrill Lynch Experience April 2015 - Present
Job Global Wealth Management at Merril Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2015 - Present
Widget Financial February 2015 - April 2015
Widget Financial January 2013 - April 2015
Widget Financial June 2012 - January 2015
The Pennsylvania State University August 2014 - December 2014
The Pennsylvania State University April 2014 - December 2014
The Pennsylvania State University January 2014 - December 2014
Widget Financial February 2014 - March 2014
Widget Financial January 2012 - January 2013
Widget Financial May 2011 - May 2012
Skills
Microsoft Office, People-oriented, Customer Service, Sales, Phone Etiquette, People Skills, Computer Proficiency, Personal Finance, Bloomberg Terminal, Process Improvement, Finance, Accounts Payable, Portfolio Management, Investments, General Ledger, Financial Services, Financial Analysis, Wealth Management, Time Management, Banking, Teamwork, Data Analysis, Accounts Receivable, Personal Banking, Personal Financial..., Deposits, Microsoft Word, Financial Statement..., Credit Unions, Teller Operations, Financial Reporting, Financial Modeling, Team Leadership
Education
Penn State University 2009 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Merrill Lynch April 2015 - Present
Widget Financial February 2015 - April 2015
Widget Financial January 2013 - April 2015
Widget Financial June 2012 - January 2015
The Pennsylvania State University August 2014 - December 2014
The Pennsylvania State University April 2014 - December 2014
The Pennsylvania State University January 2014 - December 2014
Widget Financial February 2014 - March 2014
Widget Financial January 2012 - January 2013
Widget Financial May 2011 - May 2012
Skills
Microsoft Office, People-oriented, Customer Service, Sales, Phone Etiquette, People Skills, Computer Proficiency, Personal Finance, Bloomberg Terminal, Process Improvement, Finance, Accounts Payable, Portfolio Management, Investments, General Ledger, Financial Services, Financial Analysis, Wealth Management, Time Management, Banking, Teamwork, Data Analysis, Accounts Receivable, Personal Banking, Personal Financial..., Deposits, Microsoft Word, Financial Statement..., Credit Unions, Teller Operations, Financial Reporting, Financial Modeling, Team Leadership
Education
Penn State University 2009 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Kristen Quick's Merrill Lynch Experience June 2000 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2000 - Present
Skills
Series 7, Fixed Income, Equities, Investments, Wealth Management
Education
Penn State University
Merrill Lynch June 2000 - Present
Skills
Series 7, Fixed Income, Equities, Investments, Wealth Management
Education
Penn State University
Ray DeLaPena Ray DeLaPena's Merrill Lynch Experience July 2007 - March 2008
Job
Industry Information Technology and Services
Experience
IBM Interactive Experience September 2015 - Present
Catalyst Group (Cooper) May 2012 - September 2015
Lab49 December 2009 - May 2012
Madison Performance Group March 2008 - December 2009
Merrill Lynch July 2007 - March 2008
RayDel May 2006 - July 2007
World Document Solutions January 2000 - May 2006
Paperless Office Enterprises August 1997 - January 2000
Team Computer June 1996 - July 1997
Greenpeace 1995 - 1996
Skills
Information Architecture, Interaction Design, User Interface Design, User Experience, Visual Communication, Agile Methodologies, User Experience Design, Requirements Gathering, Service Design, Mobile Devices, User-centered Design, Mobile Applications, Strategy, Usability Testing, E-commerce, User Interface, Human Computer..., Web Applications, User Research, Experience Design, Usability
Education
Penn State University 1991 — 1995
BA
School of Visual Arts 2009 — 2009
IBM Interactive Experience September 2015 - Present
Catalyst Group (Cooper) May 2012 - September 2015
Lab49 December 2009 - May 2012
Madison Performance Group March 2008 - December 2009
Merrill Lynch July 2007 - March 2008
RayDel May 2006 - July 2007
World Document Solutions January 2000 - May 2006
Paperless Office Enterprises August 1997 - January 2000
Team Computer June 1996 - July 1997
Greenpeace 1995 - 1996
Skills
Information Architecture, Interaction Design, User Interface Design, User Experience, Visual Communication, Agile Methodologies, User Experience Design, Requirements Gathering, Service Design, Mobile Devices, User-centered Design, Mobile Applications, Strategy, Usability Testing, E-commerce, User Interface, Human Computer..., Web Applications, User Research, Experience Design, Usability
Education
Penn State University 1991 — 1995
BA
School of Visual Arts 2009 — 2009
Alissa Ellis Alissa Ellis's Merrill Lynch Experience 1997 - 2003
Job
Industry
Experience
State Farm 2003 - 2004
Merrill Lynch 1997 - 2003
Skills
Microsoft Excel, Event Management, Microsoft Office, Budgets, Microsoft Word, Customer Service, Public Speaking, Team Building, Volunteer Management, Sales
Education
University of Melbourne 2001 — 2001
Study Abroad Program
Penn State University 1997 — 2001
Bachelor's degree, Finance and International Business
State Farm 2003 - 2004
Merrill Lynch 1997 - 2003
Skills
Microsoft Excel, Event Management, Microsoft Office, Budgets, Microsoft Word, Customer Service, Public Speaking, Team Building, Volunteer Management, Sales
Education
University of Melbourne 2001 — 2001
Study Abroad Program
Penn State University 1997 — 2001
Bachelor's degree, Finance and International Business
Brian Fletcher Brian Fletcher's Merrill Lynch Experience July 2006 - September 2007
Job Investor at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan September 2013 - Present
Deutsche Bank August 2010 - September 2013
Deutsche Bank September 2007 - August 2010
Merrill Lynch July 2006 - September 2007
Skills
Capital Markets, Equities, Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Analysis, Series 7, Due Diligence, Series 63, Portfolio Management
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Economics with a minor in International Business
J.P. Morgan September 2013 - Present
Deutsche Bank August 2010 - September 2013
Deutsche Bank September 2007 - August 2010
Merrill Lynch July 2006 - September 2007
Skills
Capital Markets, Equities, Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Analysis, Series 7, Due Diligence, Series 63, Portfolio Management
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Economics with a minor in International Business
Robert Norman Sobol, Esq.'s Merrill Lynch Experience August 2006 - June 2009
Job Associate General Counsel Products
Industry Financial Services
Experience
TD Ameritrade December 2009 - Present
Private Practice April 2009 - December 2009
Merrill Lynch August 2006 - June 2009
NYC Asset Management Firm March 2005 - April 2006
Sterling Management Solutions 2003 - 2005
Montgomery McCracken 2001 - 2003
iMedium 2000 - 2001
Morgan, Lewis & Bockius LLP 1999 - 2000
Ballard Spahr Andrews & Ingersoll, LLP 1997 - 1999
Skills
Increasing Asset..., Increasing AUM, Increasing Asset..., Securities, Mutual Funds, Hedge Funds, Alternative Investments, Investment Advisory, Asset Management, Securities Law, Investments, Fixed Income, ETFs, AML, Compliance, Due Diligence, Wealth Management, Securities Regulation, Financial Markets, Venture Capital, ERISA, Risk Management, Financial Institutions, Mergers, SEC reporting, Portfolio Management, Compliance Management, Annuities, Fund Of Funds, Corporate Finance, Risk, Derivatives, Corporate Governance, Equities, Private Equity, Prime Brokerage, Private Placements, Structured Products, International Business, International Finance, 529 Plans, College Savings Plans, Investment Companies, Investment Products, Money Market, Repos, Revenue Improvement, Regulatory Affairs, Intellectual Property, Patents
Education
Widener University School of Law 1994 — 1998
JD (Cum Laude/Law Review), Law
Temple University 1987 — 1988
B.A., History
Penn State University 1980 — 1983
History
Central High School 1975 — 1979
TD Ameritrade December 2009 - Present
Private Practice April 2009 - December 2009
Merrill Lynch August 2006 - June 2009
NYC Asset Management Firm March 2005 - April 2006
Sterling Management Solutions 2003 - 2005
Montgomery McCracken 2001 - 2003
iMedium 2000 - 2001
Morgan, Lewis & Bockius LLP 1999 - 2000
Ballard Spahr Andrews & Ingersoll, LLP 1997 - 1999
Skills
Increasing Asset..., Increasing AUM, Increasing Asset..., Securities, Mutual Funds, Hedge Funds, Alternative Investments, Investment Advisory, Asset Management, Securities Law, Investments, Fixed Income, ETFs, AML, Compliance, Due Diligence, Wealth Management, Securities Regulation, Financial Markets, Venture Capital, ERISA, Risk Management, Financial Institutions, Mergers, SEC reporting, Portfolio Management, Compliance Management, Annuities, Fund Of Funds, Corporate Finance, Risk, Derivatives, Corporate Governance, Equities, Private Equity, Prime Brokerage, Private Placements, Structured Products, International Business, International Finance, 529 Plans, College Savings Plans, Investment Companies, Investment Products, Money Market, Repos, Revenue Improvement, Regulatory Affairs, Intellectual Property, Patents
Education
Widener University School of Law 1994 — 1998
JD (Cum Laude/Law Review), Law
Temple University 1987 — 1988
B.A., History
Penn State University 1980 — 1983
History
Central High School 1975 — 1979
Samuel Adams's Merrill Lynch Experience December 2012 - January 2013
Job Incoming Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
BlackRock May 2015 - August 2015
Apptuitive Entertainment May 2012 - April 2015
Bank of America June 2014 - August 2014
Merrill Lynch December 2012 - January 2013
Skills
Entrepreneurial Finance, Creative..., Financial Analysis, Investments, Finance, Financial Modeling, Portfolio Management, Leadership, Corporate Finance, Valuation, Banking, Equities, Strategy, Entrepreneurship, Microsoft Excel, Public Speaking, Microsoft Office, Social Media
Education
Penn State University 2012 — 2016
Bachelor of Science (BSc), Finance (Major) -- Entrepreneurship & Innovation (Minor)
BlackRock August 2015 - Present
BlackRock May 2015 - August 2015
Apptuitive Entertainment May 2012 - April 2015
Bank of America June 2014 - August 2014
Merrill Lynch December 2012 - January 2013
Skills
Entrepreneurial Finance, Creative..., Financial Analysis, Investments, Finance, Financial Modeling, Portfolio Management, Leadership, Corporate Finance, Valuation, Banking, Equities, Strategy, Entrepreneurship, Microsoft Excel, Public Speaking, Microsoft Office, Social Media
Education
Penn State University 2012 — 2016
Bachelor of Science (BSc), Finance (Major) -- Entrepreneurship & Innovation (Minor)
Joseph Perri, CFA Joseph Perri, CFA's Merrill Lynch Experience July 2007 - August 2010
Job Vice President, Index Sales at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. April 2014 - Present
Bank of America Merrill Lynch August 2010 - April 2014
Merrill Lynch July 2007 - August 2010
Merrill Lynch February 2007 - July 2007
Merrill Lynch August 2006 - February 2007
Merrill Lynch May 2005 - August 2005
Skills
Equity Derivatives, Equities, Swaps, Structured Products, Risk Management, Liquidity Risk, Financial Structuring, FX, Funding, Fixed Income, Financial Statement..., Financial Modeling, Pension Funds, Insurance, Foundations, Endowments
Education
Penn State University 2002 — 2006
Bachelor of Science, Finance
Mars Area High School
MSCI Inc. April 2014 - Present
Bank of America Merrill Lynch August 2010 - April 2014
Merrill Lynch July 2007 - August 2010
Merrill Lynch February 2007 - July 2007
Merrill Lynch August 2006 - February 2007
Merrill Lynch May 2005 - August 2005
Skills
Equity Derivatives, Equities, Swaps, Structured Products, Risk Management, Liquidity Risk, Financial Structuring, FX, Funding, Fixed Income, Financial Statement..., Financial Modeling, Pension Funds, Insurance, Foundations, Endowments
Education
Penn State University 2002 — 2006
Bachelor of Science, Finance
Mars Area High School
Gregg Birenkrant Gregg Birenkrant's Merrill Lynch Experience April 2006 - December 2008
Job SVP, Senior Audit Manager at Bank of America
Industry Banking
Experience
Bank of America January 2009 - Present
Merrill Lynch April 2006 - December 2008
Merrill Lynch September 1999 - April 2006
Education
Penn State University 1995 — 1999
Bachelor of Science (BS), Finance
Bank of America January 2009 - Present
Merrill Lynch April 2006 - December 2008
Merrill Lynch September 1999 - April 2006
Education
Penn State University 1995 — 1999
Bachelor of Science (BS), Finance
Michelle Knittel Michelle Knittel's Merrill Lynch Experience April 2010 - April 2013
Job Senior Manager at American Express
Industry Financial Services
Experience
American Express July 2014 - Present
Exusia, Inc. April 2014 - June 2014
NYTechWomen February 2013 - December 2013
Latticeworks April 2013 - September 2013
Merrill Lynch April 2010 - April 2013
Merrill Lynch September 2009 - April 2010
Merrill Lynch March 2008 - September 2009
Merrill Lynch July 2007 - March 2008
Skills
Structured Products, Series 7, Equities, Bloomberg, Derivatives, Capital Markets, Options, Securities, Start-ups, Investments, HTML, CSS, Wealth Management, Commodity Markets, Bonds, Product Management, Project Management, Business Strategy, Valuation, Financial Modeling, Hedge Funds, Commodity, Private Equity, Series 63, Fixed Income, Alternative Investments, Asset Management, Investment Banking, Equity Derivatives
Education
Penn State University 2003 — 2007
BS, Finance
General Assembly
American Express July 2014 - Present
Exusia, Inc. April 2014 - June 2014
NYTechWomen February 2013 - December 2013
Latticeworks April 2013 - September 2013
Merrill Lynch April 2010 - April 2013
Merrill Lynch September 2009 - April 2010
Merrill Lynch March 2008 - September 2009
Merrill Lynch July 2007 - March 2008
Skills
Structured Products, Series 7, Equities, Bloomberg, Derivatives, Capital Markets, Options, Securities, Start-ups, Investments, HTML, CSS, Wealth Management, Commodity Markets, Bonds, Product Management, Project Management, Business Strategy, Valuation, Financial Modeling, Hedge Funds, Commodity, Private Equity, Series 63, Fixed Income, Alternative Investments, Asset Management, Investment Banking, Equity Derivatives
Education
Penn State University 2003 — 2007
BS, Finance
General Assembly
Kathy Isaacs's Merrill Lynch Experience January 1998 - May 2001
Job Corporate Sales Manager Medieval Times Georgia
Industry Entertainment
Experience
Medieval Times Dinner & Tournament February 2009 - Present
Advanced Productivity Software October 2005 - September 2008
RightPath Resources September 2004 - September 2005
Bradbury & Williamson May 2002 - November 2004
Merrill Lynch January 1998 - May 2001
Macworld January 1987 - May 1990
PC Magazine January 1983 - August 1987
Skills
Sales Management, Marketing Strategy, Account Management, Event Management, New Business Development, Sales, Advertising, Strategic Planning, Team Building, Lead Generation, CRM, Leadership, Process Improvement, Customer Service, Marketing, Management, Strategy, Social Media, Event Planning
Education
Penn State University
B.S. Marketing, Marketing & Sales
Medieval Times Dinner & Tournament February 2009 - Present
Advanced Productivity Software October 2005 - September 2008
RightPath Resources September 2004 - September 2005
Bradbury & Williamson May 2002 - November 2004
Merrill Lynch January 1998 - May 2001
Macworld January 1987 - May 1990
PC Magazine January 1983 - August 1987
Skills
Sales Management, Marketing Strategy, Account Management, Event Management, New Business Development, Sales, Advertising, Strategic Planning, Team Building, Lead Generation, CRM, Leadership, Process Improvement, Customer Service, Marketing, Management, Strategy, Social Media, Event Planning
Education
Penn State University
B.S. Marketing, Marketing & Sales
Jason Barnoski Jason Barnoski's Merrill Lynch Experience September 2007 - March 2010
Job Vice President, North America at Atheneum
Industry Market Research
Experience
Atheneum July 2014 - Present
Guidepoint Global March 2010 - October 2013
Merrill Lynch September 2007 - March 2010
Skills
Hedge Funds, Bloomberg, Financial Analysis, Equities, Financial Modeling
Education
Penn State University 2003 — 2007
BA, Political Science, International Relations
Atheneum July 2014 - Present
Guidepoint Global March 2010 - October 2013
Merrill Lynch September 2007 - March 2010
Skills
Hedge Funds, Bloomberg, Financial Analysis, Equities, Financial Modeling
Education
Penn State University 2003 — 2007
BA, Political Science, International Relations
Jordan Berstein Jordan Berstein's Merrill Lynch Experience June 2012 - August 2012
Job UBS Wealth Management GTP
Industry Financial Services
Experience
UBS Wealth Management June 2014 - August 2014
GE Capital January 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Image First February 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Management, Finance
Education
Penn State University 2010 — 2014
Intended BS, Finance, General
Radnor High School 2006 — 2010
UBS Wealth Management June 2014 - August 2014
GE Capital January 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Image First February 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Management, Finance
Education
Penn State University 2010 — 2014
Intended BS, Finance, General
Radnor High School 2006 — 2010
Nick Stannard's Merrill Lynch Experience May 2005 - August 2005
Job Human Capitalist. Problem Solver. Intelligent Risk Taker.
Industry Management Consulting
Experience
LinkedIn April 2015 - Present
Deloitte February 2010 - March 2015
PricewaterhouseCoopers August 2007 - February 2010
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Management Consulting, SAP, Change Management, Business Analysis, Business Process..., Business Transformation, Strategy, Risk Management, ERP, Business Process, Management, Analysis, Sarbanes-Oxley Act, Process Improvement, Project Management, Leadership, PMO, Program Management
Education
Penn State University
Bachelor's Degree
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
LinkedIn April 2015 - Present
Deloitte February 2010 - March 2015
PricewaterhouseCoopers August 2007 - February 2010
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Management Consulting, SAP, Change Management, Business Analysis, Business Process..., Business Transformation, Strategy, Risk Management, ERP, Business Process, Management, Analysis, Sarbanes-Oxley Act, Process Improvement, Project Management, Leadership, PMO, Program Management
Education
Penn State University
Bachelor's Degree
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
Ryan Puketza Ryan Puketza's Merrill Lynch Experience December 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch December 2014 - Present
SEI March 2014 - December 2014
Convergent Wealth Advisors May 2012 - August 2012
Skills
Series 7, Equity Research, Economics, Microsoft Office, Equities, Portfolio Management, Financial Analysis, Series 63, Investments, Asset Allocation, Alternative Investments, Wealth Management, Valuation, Financial Modeling, Asset Management, Fixed Income, Strategic Financial..., Bloomberg, Bloomberg Terminal, Hedge Funds, Financial Planning
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Merrill Lynch December 2014 - Present
SEI March 2014 - December 2014
Convergent Wealth Advisors May 2012 - August 2012
Skills
Series 7, Equity Research, Economics, Microsoft Office, Equities, Portfolio Management, Financial Analysis, Series 63, Investments, Asset Allocation, Alternative Investments, Wealth Management, Valuation, Financial Modeling, Asset Management, Fixed Income, Strategic Financial..., Bloomberg, Bloomberg Terminal, Hedge Funds, Financial Planning
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Ryan Herber Ryan Herber's Merrill Lynch Experience June 2013 - August 2013
Job Assurance Intern at PricewaterhouseCoopers
Industry
Experience
Star Hospitality Group Hotels and Restaurant April 2008 - Present
PricewaterhouseCoopers January 2015 - March 2015
Penn State Volunteer Income Tax Assistance January 2014 - April 2014
Merrill Lynch June 2013 - August 2013
Education
Penn State University 2012 — 2016
Master of Science (M.S.), Accounting
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance
Star Hospitality Group Hotels and Restaurant April 2008 - Present
PricewaterhouseCoopers January 2015 - March 2015
Penn State Volunteer Income Tax Assistance January 2014 - April 2014
Merrill Lynch June 2013 - August 2013
Education
Penn State University 2012 — 2016
Master of Science (M.S.), Accounting
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance
Paul Laska Paul Laska's Merrill Lynch Experience December 1995 - July 1997
Job Tax Consultant at American Water
Industry Accounting
Experience
American Water September 2012 - Present
Paul Laska Consulting, LLC December 2009 - Present
Bimbo Bakeries USA October 2011 - September 2012
Relevante October 2006 - October 2009
SolomonEdwardsGroup January 2005 - October 2006
L-3 Communications February 2004 - December 2004
Lockheed Martin February 1999 - August 2003
Cingular July 1997 - February 1999
Merrill Lynch December 1995 - July 1997
RTC Corporation 1994 - 1995
Skills
Data Conversion, Accounting, Account Reconciliation, Bookkeeping, Process Improvement, Financial Analysis, Month End Close, Accounts Receivable, Accounts Payable, Fixed Assets, General Ledger, Hyperion Enterprise, Journal Entries, Payroll, SAP, Variance Analysis
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Accounting
American Water September 2012 - Present
Paul Laska Consulting, LLC December 2009 - Present
Bimbo Bakeries USA October 2011 - September 2012
Relevante October 2006 - October 2009
SolomonEdwardsGroup January 2005 - October 2006
L-3 Communications February 2004 - December 2004
Lockheed Martin February 1999 - August 2003
Cingular July 1997 - February 1999
Merrill Lynch December 1995 - July 1997
RTC Corporation 1994 - 1995
Skills
Data Conversion, Accounting, Account Reconciliation, Bookkeeping, Process Improvement, Financial Analysis, Month End Close, Accounts Receivable, Accounts Payable, Fixed Assets, General Ledger, Hyperion Enterprise, Journal Entries, Payroll, SAP, Variance Analysis
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Sam Kong Sam Kong's Merrill Lynch Experience 2006 - 2009
Job Consultant at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon August 2012 - Present
Merrill Lynch 2006 - 2009
Wall Street Institute 2004 - 2006
Skills
Bloomberg, Equities, Investment Banking, Derivatives, Fixed Income, Bloomberg Terminal, Equity Research, Financial Modeling, Capital Markets, Valuation, Equity Derivatives, Options, Investments, Financial Markets, Portfolio Management, Equity Trading, Corporate Finance, Electronic Trading, Financial Analysis, Trading, Finance
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2012
Master of Science (M.S.), Finance, 3.67
Penn State University 2009 — 2010
Master of Business Administration (M.B.A.), 3.75
Penn State University 1998 — 2003
Bachelor's degree, Information Science & Technology
BNY Mellon August 2012 - Present
Merrill Lynch 2006 - 2009
Wall Street Institute 2004 - 2006
Skills
Bloomberg, Equities, Investment Banking, Derivatives, Fixed Income, Bloomberg Terminal, Equity Research, Financial Modeling, Capital Markets, Valuation, Equity Derivatives, Options, Investments, Financial Markets, Portfolio Management, Equity Trading, Corporate Finance, Electronic Trading, Financial Analysis, Trading, Finance
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2012
Master of Science (M.S.), Finance, 3.67
Penn State University 2009 — 2010
Master of Business Administration (M.B.A.), 3.75
Penn State University 1998 — 2003
Bachelor's degree, Information Science & Technology
Tim Freeman, CFA Tim Freeman, CFA's Merrill Lynch Experience 1996 - 2009
Job Elevation LLC Partner
Industry Capital Markets
Experience
Elevation LLC June 2011 - Present
Summit Youth Football 2015 - 2015
Summit Youth Football 2015 - 2015
Capstone Global Markets July 2009 - June 2011
Merrill Lynch 1996 - 2009
Skills
Equities, Risk, Credit, Derivatives, Financial Analysis, Derivative Sales..., Derivatives Trading, Portfolio Risk..., Volatility, Portfolio Management, Trading, Equity Derivatives, Fixed Income, Hedge Funds, Financial Risk, Options, Convertible Bonds, Prime Brokerage, Bloomberg, ETFs, Management, Risk Management, Securities, Structured Finance, Trading Systems, Capital Markets, Mutual Funds, Asset Allocation, Alternative Investments, FINRA, Commodity, Electronic Trading, Wealth Management, Valuation, Emerging Markets, Investments, Financial Modeling, Financial Markets, Private Equity
Education
University of California, Davis - Graduate School of Management 1994 — 1996
MBA, Finance, Statistics
Penn State University 1985 — 1990
Bachelor of Science, Public Service
Kempsville High School
Elevation LLC June 2011 - Present
Summit Youth Football 2015 - 2015
Summit Youth Football 2015 - 2015
Capstone Global Markets July 2009 - June 2011
Merrill Lynch 1996 - 2009
Skills
Equities, Risk, Credit, Derivatives, Financial Analysis, Derivative Sales..., Derivatives Trading, Portfolio Risk..., Volatility, Portfolio Management, Trading, Equity Derivatives, Fixed Income, Hedge Funds, Financial Risk, Options, Convertible Bonds, Prime Brokerage, Bloomberg, ETFs, Management, Risk Management, Securities, Structured Finance, Trading Systems, Capital Markets, Mutual Funds, Asset Allocation, Alternative Investments, FINRA, Commodity, Electronic Trading, Wealth Management, Valuation, Emerging Markets, Investments, Financial Modeling, Financial Markets, Private Equity
Education
University of California, Davis - Graduate School of Management 1994 — 1996
MBA, Finance, Statistics
Penn State University 1985 — 1990
Bachelor of Science, Public Service
Kempsville High School
Mahendra Vaidya Mahendra Vaidya's Merrill Lynch Experience 2003 - 2004
Job Software professional
Industry Information Technology and Services
Experience
Guardian Life Insurance Company September 2007 - October 2014
CSC October 2004 - September 2007
MELLON INVESTOR SERVICE/AGENCY.COM, NYC 2004 - 2004
Merrill Lynch 2003 - 2004
Skills
C#, .NET, VB.NET, SQL, IIS, ASP.NET, ADO.NET, Requirements Analysis, Crystal Reports, SDLC, jQuery, SSIS, FoxPro, TFS, XML, LINQ, Microsoft Office, Microsoft SQL Server, ASP.NET MVC, Win Forms
Education
The Maharaja Sayajirao University of Baroda
Master of Science (MS)
The Maharaja Sayajirao University of Baroda
Bachelor of Science (B.S.)
Penn State University
.NET Certification (ASP.NET,C#,ADO.NET,MVC, WEB service)
Lynda.com
Certification in Foundations of Programming: Object Oriented Design , Web Services
Guardian Life Insurance Company September 2007 - October 2014
CSC October 2004 - September 2007
MELLON INVESTOR SERVICE/AGENCY.COM, NYC 2004 - 2004
Merrill Lynch 2003 - 2004
Skills
C#, .NET, VB.NET, SQL, IIS, ASP.NET, ADO.NET, Requirements Analysis, Crystal Reports, SDLC, jQuery, SSIS, FoxPro, TFS, XML, LINQ, Microsoft Office, Microsoft SQL Server, ASP.NET MVC, Win Forms
Education
The Maharaja Sayajirao University of Baroda
Master of Science (MS)
The Maharaja Sayajirao University of Baroda
Bachelor of Science (B.S.)
Penn State University
.NET Certification (ASP.NET,C#,ADO.NET,MVC, WEB service)
Lynda.com
Certification in Foundations of Programming: Object Oriented Design , Web Services
Raymond Cotto Raymond Cotto's Merrill Lynch Experience May 2012 - August 2012
Job Channel Sales Analyst at Crius Energy, LLC
Industry Financial Services
Experience
Crius Energy, LLC May 2013 - Present
Merrill Lynch May 2012 - August 2012
Hudson Valley Bank May 2011 - August 2011
Skills
Finance, Market Research, Financial Modeling, Financial Analysis, Microsoft Excel, Public Speaking, Corporate Finance, Valuation, Risk Management
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Crius Energy, LLC May 2013 - Present
Merrill Lynch May 2012 - August 2012
Hudson Valley Bank May 2011 - August 2011
Skills
Finance, Market Research, Financial Modeling, Financial Analysis, Microsoft Excel, Public Speaking, Corporate Finance, Valuation, Risk Management
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Traci Adams Traci Adams's Merrill Lynch Experience April 2001 - July 2005
Job Assistant Benefits Adminstrator at Pepper Hamilton LLP
Industry Law Practice
Experience
Pepper Hamilton LLP July 2005 - Present
Merrill Lynch April 2001 - July 2005
ARAMARK May 1999 - April 2001
Skills
Qualified Retirement..., 401k, Form 5500 preparation, Nondiscrimination..., Ceridian Payroll System, Group Life, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Document Review, Payroll, Training, PowerPoint, Insurance, Disability Insurance
Education
Penn State University 1994 — 1999
B.S. Hotel Resturant and Institutional Managemnet, Hotel Resturant and Institutional Managemnet
Pepper Hamilton LLP July 2005 - Present
Merrill Lynch April 2001 - July 2005
ARAMARK May 1999 - April 2001
Skills
Qualified Retirement..., 401k, Form 5500 preparation, Nondiscrimination..., Ceridian Payroll System, Group Life, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Document Review, Payroll, Training, PowerPoint, Insurance, Disability Insurance
Education
Penn State University 1994 — 1999
B.S. Hotel Resturant and Institutional Managemnet, Hotel Resturant and Institutional Managemnet
Vince Leonetti Vince Leonetti's Merrill Lynch Experience January 2006 - Present
Job Associate Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Skills
Wealth Management, Investments, Mutual Funds, Strategic Planning, Financial Services, Product Management
Education
Penn State University 1983 — 1987
Finance
Merrill Lynch January 2006 - Present
Skills
Wealth Management, Investments, Mutual Funds, Strategic Planning, Financial Services, Product Management
Education
Penn State University 1983 — 1987
Finance
Pamela Farquhar Pamela Farquhar's Merrill Lynch Experience 1995 - 1998
Job Exchange Traded Derivatives Liaison at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2012 - Present
Independent Contract - Credit Suisse Prime Services September 2010 - November 2010
Citi July 2009 - June 2010
UBS Securities LLC October 2006 - May 2008
ABN Amro 2001 - 2006
AIG International Inc 1998 - 2001
Merrill Lynch 1995 - 1998
MBF Clearing Corp 1993 - 1995
Tokai Financial Services 1989 - 1993
People Express Airlines 1981 - 1983
Skills
Customer Relations, Options, Trading, Customer Service, Derivatives, FX Options, Financial Services, Equities, Fixed Income, Wealth Management, Bloomberg, Training, Back Office, CRM, Finance, Securities, Financial Markets, Hedge Funds, Banking, Series 7, Commodity, Bonds, Valuation, Settlement, Strategy, Risk Management, Investment Banking, Electronic Trading, Capital Markets, Mutual Funds, Trading Systems, Investments, Middle Office, Financial Modeling, Portfolio Management, Sales, Asset Management, Alternative Investments, Accounting, Financial Risk
Education
Penn State University 1975 — 1979
BNY Mellon February 2012 - Present
Independent Contract - Credit Suisse Prime Services September 2010 - November 2010
Citi July 2009 - June 2010
UBS Securities LLC October 2006 - May 2008
ABN Amro 2001 - 2006
AIG International Inc 1998 - 2001
Merrill Lynch 1995 - 1998
MBF Clearing Corp 1993 - 1995
Tokai Financial Services 1989 - 1993
People Express Airlines 1981 - 1983
Skills
Customer Relations, Options, Trading, Customer Service, Derivatives, FX Options, Financial Services, Equities, Fixed Income, Wealth Management, Bloomberg, Training, Back Office, CRM, Finance, Securities, Financial Markets, Hedge Funds, Banking, Series 7, Commodity, Bonds, Valuation, Settlement, Strategy, Risk Management, Investment Banking, Electronic Trading, Capital Markets, Mutual Funds, Trading Systems, Investments, Middle Office, Financial Modeling, Portfolio Management, Sales, Asset Management, Alternative Investments, Accounting, Financial Risk
Education
Penn State University 1975 — 1979
Mark Freed Mark Freed's Merrill Lynch Experience May 1998 - September 1999
Job Chief Commercial Officer at BOE Midstream & Bakken Oil Express
Industry Oil & Energy
Experience
BOE Midstream / Bakken Oil Express Rail Terminal & Pipeline April 2014 - Present
Goldman Sachs November 2012 - April 2014
High Sierra Crude Oil & Marketing, LLC September 2005 - October 2012
Cohen & Steers, Inc. September 1999 - November 2005
Merrill Lynch May 1998 - September 1999
Black & Decker, Inc. May 1997 - May 1998
Skills
Management, Oil/Gas, Customer Service, Financial Modeling, Contract Negotiation, Business Development, Contract Management, Trading, Leadership, Forecasting, Mergers & Acquisitions, Strategy, Energy Industry, Logistics, Valuation, Finance, Petroleum, New Business Development, Sales, Investments, Business Strategy, Business Analysis, Upstream, Financial Services, Corporate Finance, Energy, Process Improvement, Marketing, Natural Gas, Analysis, Financial Analysis, Asset Managment, Logistics Management, Equities, Accounting, Due Diligence, Account Management, Negotiation, Operations Management, Budgets, Strategic Planning, Cross-functional Team..., Start-ups, Commodity Markets, Hedge Funds, Marketing Strategy, Asset Management, Risk Management, Team Building, Team Leadership
Education
Penn State University 1993 — 1997
BS, Accounting
BOE Midstream / Bakken Oil Express Rail Terminal & Pipeline April 2014 - Present
Goldman Sachs November 2012 - April 2014
High Sierra Crude Oil & Marketing, LLC September 2005 - October 2012
Cohen & Steers, Inc. September 1999 - November 2005
Merrill Lynch May 1998 - September 1999
Black & Decker, Inc. May 1997 - May 1998
Skills
Management, Oil/Gas, Customer Service, Financial Modeling, Contract Negotiation, Business Development, Contract Management, Trading, Leadership, Forecasting, Mergers & Acquisitions, Strategy, Energy Industry, Logistics, Valuation, Finance, Petroleum, New Business Development, Sales, Investments, Business Strategy, Business Analysis, Upstream, Financial Services, Corporate Finance, Energy, Process Improvement, Marketing, Natural Gas, Analysis, Financial Analysis, Asset Managment, Logistics Management, Equities, Accounting, Due Diligence, Account Management, Negotiation, Operations Management, Budgets, Strategic Planning, Cross-functional Team..., Start-ups, Commodity Markets, Hedge Funds, Marketing Strategy, Asset Management, Risk Management, Team Building, Team Leadership
Education
Penn State University 1993 — 1997
BS, Accounting
Matt Marlott Matt Marlott's Merrill Lynch Experience December 2008 - June 2012
Job Associate Program Officer, The Leona M. and Harry B. Helmsley Charitable Trust
Industry Philanthropy
Experience
US Trust June 2012 - July 2014
Merrill Lynch December 2008 - June 2012
Lehman Brothers April 2006 - August 2008
Skills
Philanthropy, Fundraising, Nonprofits, Estate Planning, Strategic Planning, Public Speaking, Strategy, Research, Leadership, Program Management, Event Planning, Social Media, Community Outreach, Event Management, Securities, Policy Analysis, Strategic Communications, Alternative Investments, Grants, Financial Services
Education
The New School 2013 — 2015
Master of Arts (MA), International Affairs - Concentration on Cities and Social Justice
Penn State University 1998 — 2002
2002 Bachelor of Arts, International Politics
US Trust June 2012 - July 2014
Merrill Lynch December 2008 - June 2012
Lehman Brothers April 2006 - August 2008
Skills
Philanthropy, Fundraising, Nonprofits, Estate Planning, Strategic Planning, Public Speaking, Strategy, Research, Leadership, Program Management, Event Planning, Social Media, Community Outreach, Event Management, Securities, Policy Analysis, Strategic Communications, Alternative Investments, Grants, Financial Services
Education
The New School 2013 — 2015
Master of Arts (MA), International Affairs - Concentration on Cities and Social Justice
Penn State University 1998 — 2002
2002 Bachelor of Arts, International Politics
Jeff Keating Jeff Keating's Merrill Lynch Experience April 2008 - September 2008
Job Director, Global Software Reliability at Gilbarco Veeder Root
Industry Oil & Energy
Experience
Gilbarco Veeder Root August 2013 - Present
AT&T Wi-Fi Engineering June 2011 - August 2013
Symetrics Industrics LLC / PhotoTelesis LP October 2009 - June 2011
Kulabyte October 2008 - December 2008
Merrill Lynch April 2008 - September 2008
Waddell & Reed December 2007 - April 2008
Freescale Semiconductor Inc. 2003 - 2007
Motorola Inc. 1986 - 2003
Pratt and Whitney Aircraft 1985 - 1986
Eastman Kodak Company 1981 - 1985
Skills
Software Development, Assembly, C++, C, OOP, Project Management, Product Management, Wireless, Telecommunications, Cross-functional Team..., Program Management, Vendor Management, Testing, Management, Manufacturing, Team Management, Networking, Software Engineering, Software Project..., Integration, SDLC, PMP, Cloud Computing, IT Management, Leadership, Unix, Agile Methodologies, Requirements Analysis, Product Development, Mobile Devices, Network Security, Operations Management, GSM, System Architecture, Embedded Systems, Troubleshooting
Education
Penn State University
BS
Rochester Institute of Technology
MS
Gilbarco Veeder Root August 2013 - Present
AT&T Wi-Fi Engineering June 2011 - August 2013
Symetrics Industrics LLC / PhotoTelesis LP October 2009 - June 2011
Kulabyte October 2008 - December 2008
Merrill Lynch April 2008 - September 2008
Waddell & Reed December 2007 - April 2008
Freescale Semiconductor Inc. 2003 - 2007
Motorola Inc. 1986 - 2003
Pratt and Whitney Aircraft 1985 - 1986
Eastman Kodak Company 1981 - 1985
Skills
Software Development, Assembly, C++, C, OOP, Project Management, Product Management, Wireless, Telecommunications, Cross-functional Team..., Program Management, Vendor Management, Testing, Management, Manufacturing, Team Management, Networking, Software Engineering, Software Project..., Integration, SDLC, PMP, Cloud Computing, IT Management, Leadership, Unix, Agile Methodologies, Requirements Analysis, Product Development, Mobile Devices, Network Security, Operations Management, GSM, System Architecture, Embedded Systems, Troubleshooting
Education
Penn State University
BS
Rochester Institute of Technology
MS
Nicholas Caruso CFP® Nicholas Caruso CFP®'s Merrill Lynch Experience 2005 - 2007
Job Senior VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab July 2008 - Present
BlackRock 2007 - 2008
Merrill Lynch 2005 - 2007
Education
Penn State University 2001 — 2005
Bachelor of Arts (BA), Economics
Charles Schwab July 2008 - Present
BlackRock 2007 - 2008
Merrill Lynch 2005 - 2007
Education
Penn State University 2001 — 2005
Bachelor of Arts (BA), Economics
Cary Cheung Cary Cheung's Merrill Lynch Experience January 1998 - September 1998
Job Assistant Director at The City of New York Office of Management and Budget
Industry Government Administration
Experience
City of New York Office of Management and Budget September 2005 - Present
City of New York Office of Management and Budget September 2012 - June 2014
City of New York Office of Management and Budget May 1999 - September 2005
Merrill Lynch January 1998 - September 1998
Skills
Policy Analysis, Investor Relations, Cash Flow, Finance, Government, Policy, Analysis, Public Policy, Economic Development, Grants, Economics, Legislative Relations, Public Administration, Program Management
Education
St. John's University 1995 — 1999
Bachelor of Science (BS), Finance (Minor in Government and Politics), Cum Laude
Penn State University
Master of Public Administration (not completed)
City of New York Office of Management and Budget September 2005 - Present
City of New York Office of Management and Budget September 2012 - June 2014
City of New York Office of Management and Budget May 1999 - September 2005
Merrill Lynch January 1998 - September 1998
Skills
Policy Analysis, Investor Relations, Cash Flow, Finance, Government, Policy, Analysis, Public Policy, Economic Development, Grants, Economics, Legislative Relations, Public Administration, Program Management
Education
St. John's University 1995 — 1999
Bachelor of Science (BS), Finance (Minor in Government and Politics), Cum Laude
Penn State University
Master of Public Administration (not completed)
Jon Currence Jon Currence's Merrill Lynch Experience June 2001 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2001 - Present
Merrill Lynch 2005 - 2011
Skills
Series 7, Finance, Leadership, Retirement, Retirement Planning, Wealth Management, Financial Services, Relationship Management
Education
Penn State University 1998 — 2002
Bachelor of Science (BS), Finance, General
Merrill Lynch June 2001 - Present
Merrill Lynch 2005 - 2011
Skills
Series 7, Finance, Leadership, Retirement, Retirement Planning, Wealth Management, Financial Services, Relationship Management
Education
Penn State University 1998 — 2002
Bachelor of Science (BS), Finance, General
Ken Kline Ken Kline's Merrill Lynch Experience August 1978 - December 2006
Job Retired
Industry Sports
Experience
Merrill Lynch August 1978 - December 2006
Skills
Strategic Planning, Team Leadership, Microsoft Office, Coaching, Process Improvement, Family Law, Public Speaking, Budgets, Research, Customer Service, Program Management, Social Media, Sports, Team Building, Sports Marketing, Teaching, PowerPoint, Leadership, Marketing Strategy, Microsoft Excel, Event Planning, Management, Public Relations
Education
University of Central Florida 1975 — 1978
BA, History / Business
Penn State University 1969 — 1970
Electical Engineering
Merrill Lynch August 1978 - December 2006
Skills
Strategic Planning, Team Leadership, Microsoft Office, Coaching, Process Improvement, Family Law, Public Speaking, Budgets, Research, Customer Service, Program Management, Social Media, Sports, Team Building, Sports Marketing, Teaching, PowerPoint, Leadership, Marketing Strategy, Microsoft Excel, Event Planning, Management, Public Relations
Education
University of Central Florida 1975 — 1978
BA, History / Business
Penn State University 1969 — 1970
Electical Engineering
William A Evancho, CFP®, CRPC® William A Evancho, CFP®, CRPC®'s Merrill Lynch Experience January 1998 - September 2005
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS May 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Merrill Lynch January 1998 - September 2005
Education
Penn State University
UBS May 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Merrill Lynch January 1998 - September 2005
Education
Penn State University
William Donnelly William Donnelly's Merrill Lynch Experience May 2009 - Present
Job Director at Respect Network
Industry Investment Management
Experience
Respect Network December 2014 - Present
Futurewise November 2014 - Present
Chasing Ice July 2012 - Present
Merrill Lynch May 2009 - Present
Conservation Northwest May 1997 - Present
A Fierce Green Fire June 2013 - November 2014
Basel Action Network April 2009 - April 2013
Resource Media October 2005 - January 2012
Washington Environmental Council June 2000 - June 2010
Citi Smith Barney 1982 - 2009
Skills
Public Speaking, Non-profits, Nonprofits, Video, Fundraising, Film, Strategic Planning, Leadership, Social Media, Event Planning, Politics, Strategic Communications, Grant Writing, Public Relations, Program Management, Community Outreach
Education
Penn State University 1969 — 1973
PhD, Sociology
University of Illinois at Urbana-Champaign 1972 — 1972
Respect Network December 2014 - Present
Futurewise November 2014 - Present
Chasing Ice July 2012 - Present
Merrill Lynch May 2009 - Present
Conservation Northwest May 1997 - Present
A Fierce Green Fire June 2013 - November 2014
Basel Action Network April 2009 - April 2013
Resource Media October 2005 - January 2012
Washington Environmental Council June 2000 - June 2010
Citi Smith Barney 1982 - 2009
Skills
Public Speaking, Non-profits, Nonprofits, Video, Fundraising, Film, Strategic Planning, Leadership, Social Media, Event Planning, Politics, Strategic Communications, Grant Writing, Public Relations, Program Management, Community Outreach
Education
Penn State University 1969 — 1973
PhD, Sociology
University of Illinois at Urbana-Champaign 1972 — 1972
Bryan Cryder's Merrill Lynch Experience May 2012 - August 2012
Job Graduate Training Program Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
UBS Wealth Management Americas June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Investments
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Graduated with Distinction
UBS Wealth Management August 2014 - Present
UBS Wealth Management Americas June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Investments
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Graduated with Distinction
Aaron Goldblatt Aaron Goldblatt's Merrill Lynch Experience May 2007 - August 2007
Job International Business Professional
Industry International Affairs
Experience
The Advisory Board Company July 2014 - Present
Innovations for Poverty Action June 2013 - August 2013
FINCA International February 2013 - May 2013
Deloitte Consulting March 2010 - July 2012
Center for Strategic and International Studies September 2009 - March 2010
Oliver Wyman June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Center for Strategic and International Studies May 2006 - August 2006
Skills
Economics, Strategy, Management Consulting, Qualitative Research, Foreign Policy, Politics, Quantitative Research, Data Analysis, International..., Public Policy, Program Evaluation, Management, Statistics, Report Writing, Proposal Writing, Research, International Relations, Leadership, Analytics, Strategic Planning, Policy Analysis, Consulting
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Relations and International Economics
Penn State University 2004 — 2008
BS (Honors), BA, Finance, History
Universiteit van Amsterdam 2007 — 2007
The Advisory Board Company July 2014 - Present
Innovations for Poverty Action June 2013 - August 2013
FINCA International February 2013 - May 2013
Deloitte Consulting March 2010 - July 2012
Center for Strategic and International Studies September 2009 - March 2010
Oliver Wyman June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Center for Strategic and International Studies May 2006 - August 2006
Skills
Economics, Strategy, Management Consulting, Qualitative Research, Foreign Policy, Politics, Quantitative Research, Data Analysis, International..., Public Policy, Program Evaluation, Management, Statistics, Report Writing, Proposal Writing, Research, International Relations, Leadership, Analytics, Strategic Planning, Policy Analysis, Consulting
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Relations and International Economics
Penn State University 2004 — 2008
BS (Honors), BA, Finance, History
Universiteit van Amsterdam 2007 — 2007
Karla Streger Karla Streger's Merrill Lynch Experience April 2008 - September 2010
Job Program Manager
Industry Marketing and Advertising
Experience
Bank of America September 2010 - Present
Merrill Lynch April 2008 - September 2010
Sudler & Hennessey September 2007 - April 2008
Block & DeCorso December 2005 - September 2007
Skills
Strategy, Program Management, Marketing, Product Development, Financial Services, Project Management, Cross-functional Team..., Advertising, Leadership, Management, Account Management, Marketing Communications
Education
Penn State University
Bachelor of Arts (B.A.), Advertising/PR
Bank of America September 2010 - Present
Merrill Lynch April 2008 - September 2010
Sudler & Hennessey September 2007 - April 2008
Block & DeCorso December 2005 - September 2007
Skills
Strategy, Program Management, Marketing, Product Development, Financial Services, Project Management, Cross-functional Team..., Advertising, Leadership, Management, Account Management, Marketing Communications
Education
Penn State University
Bachelor of Arts (B.A.), Advertising/PR
Chuck Toth Chuck Toth's Merrill Lynch Experience 2008 - 2011
Job Head of Product Development and Strategic Relations at Voya Financial
Industry Financial Services
Experience
Voya Financial 2012 - Present
Merrill Lynch 2008 - 2011
Merrill Lynch Retirement Group 2000 - 2008
Merrill Lynch 1993 - 1999
Skills
CRPC, Product Management, Business Relationship..., Financial Management, Investment Advisory, Retirement, College Savings Plans, Wealth Management, Business Strategy, Series 7, Managerial Finance, Financial Services, Program Management, Alternative Investments, Investments, Mutual Funds, Asset Management
Education
Penn State University
BS, Finance
Rutgers, The State University of New Jersey-New Brunswick
MBA
Voya Financial 2012 - Present
Merrill Lynch 2008 - 2011
Merrill Lynch Retirement Group 2000 - 2008
Merrill Lynch 1993 - 1999
Skills
CRPC, Product Management, Business Relationship..., Financial Management, Investment Advisory, Retirement, College Savings Plans, Wealth Management, Business Strategy, Series 7, Managerial Finance, Financial Services, Program Management, Alternative Investments, Investments, Mutual Funds, Asset Management
Education
Penn State University
BS, Finance
Rutgers, The State University of New Jersey-New Brunswick
MBA
Scott Hagen Scott Hagen's Merrill Lynch Experience May 2007 - August 2007
Job Chrysler/Jeep Brand Manager
Industry Automotive
Experience
FCA - North America May 2014 - Present
Chrysler March 2009 - April 2014
Q Productions February 2008 - November 2008
Bristol-Myers Squibb June 2007 - January 2008
Merrill Lynch May 2007 - August 2007
Sports Illustrated September 2005 - May 2007
Skills
Cross-functional Team..., Sales, Management, Purchasing, Marketing, Marketing Strategy, Account Management, Sales Management, Retail, Customer Satisfaction, Microsoft Office, Logistics, Customer Retention, Strategic Planning, Supply Chain Management, Advertising, Business Strategy, Pricing
Education
Penn State University 2003 — 2007
Business Management
FCA - North America May 2014 - Present
Chrysler March 2009 - April 2014
Q Productions February 2008 - November 2008
Bristol-Myers Squibb June 2007 - January 2008
Merrill Lynch May 2007 - August 2007
Sports Illustrated September 2005 - May 2007
Skills
Cross-functional Team..., Sales, Management, Purchasing, Marketing, Marketing Strategy, Account Management, Sales Management, Retail, Customer Satisfaction, Microsoft Office, Logistics, Customer Retention, Strategic Planning, Supply Chain Management, Advertising, Business Strategy, Pricing
Education
Penn State University 2003 — 2007
Business Management
Louis Martarano Louis Martarano's Merrill Lynch Experience September 1997 - January 2000
Job Managing Director at L Martarano Enterprises
Industry Financial Services
Experience
L Martarano Consulting Services, Inc. September 2011 - Present
L Martarano Enterprises January 2000 - Present
Marymount Manhattan College December 2001 - June 2011
Merrill Lynch September 1997 - January 2000
Merrill Lynch September 1992 - September 1997
Kidder Peabody June 1981 - September 1992
W. R. Grace and Co May 1980 - August 1980
W. R. Grace and Co January 1977 - January 1978
Skills
Board Development, Board Leadership, Strategic Planning, Strategic Consulting, Finance, Financial Managment, Project Finance, Financial Planning, Fundraising, Leadership, Management, Equities, Negotiation, Mergers & Acquisitions, Research, Nonprofits, Financial Modeling, Venture Capital, Analysis, Entrepreneurship, Strategic Financial..., Structured Finance, Start-ups, Managerial Finance, Financial Risk..., Recruiting, Strategy, Philanthropy
Education
Yale University - Yale School of Management 1979 — 1981
Master, Public and Private Management
Penn State University 1972 — 1976
BS, Chemistry
L Martarano Consulting Services, Inc. September 2011 - Present
L Martarano Enterprises January 2000 - Present
Marymount Manhattan College December 2001 - June 2011
Merrill Lynch September 1997 - January 2000
Merrill Lynch September 1992 - September 1997
Kidder Peabody June 1981 - September 1992
W. R. Grace and Co May 1980 - August 1980
W. R. Grace and Co January 1977 - January 1978
Skills
Board Development, Board Leadership, Strategic Planning, Strategic Consulting, Finance, Financial Managment, Project Finance, Financial Planning, Fundraising, Leadership, Management, Equities, Negotiation, Mergers & Acquisitions, Research, Nonprofits, Financial Modeling, Venture Capital, Analysis, Entrepreneurship, Strategic Financial..., Structured Finance, Start-ups, Managerial Finance, Financial Risk..., Recruiting, Strategy, Philanthropy
Education
Yale University - Yale School of Management 1979 — 1981
Master, Public and Private Management
Penn State University 1972 — 1976
BS, Chemistry
Roshan Punjabi Roshan Punjabi's Merrill Lynch Experience May 2004 - September 2004
Job Investment Banking Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
Willis Capital Markets & Advisory March 2013 - June 2014
Willis Capital Markets & Advisory December 2010 - March 2013
Twin Tier Hospitality LLC September 2007 - November 2010
Flowserve Corporation June 2007 - June 2010
Foot Locker, Incorporated June 2005 - May 2007
Merrill Lynch May 2004 - September 2004
Skills
Finance, Accounting, Capital Markets, Hyperion Enterprise, Investment Banking, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Financial Statements, Cost Benefit, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Corporate Financial..., Mergers & Acquisitions, Analysis, Strategy, Financial Analysis, Microsoft Excel, Capital IQ, PowerPoint, Financial Services, Banking, Forecasting, Financial Planning
Education
Penn State University 2002 — 2005
B.S, Finance
KGV 1996 — 2002
Investment Banking Institute
Jefferies LLC July 2014 - Present
Willis Capital Markets & Advisory March 2013 - June 2014
Willis Capital Markets & Advisory December 2010 - March 2013
Twin Tier Hospitality LLC September 2007 - November 2010
Flowserve Corporation June 2007 - June 2010
Foot Locker, Incorporated June 2005 - May 2007
Merrill Lynch May 2004 - September 2004
Skills
Finance, Accounting, Capital Markets, Hyperion Enterprise, Investment Banking, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Financial Statements, Cost Benefit, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Corporate Financial..., Mergers & Acquisitions, Analysis, Strategy, Financial Analysis, Microsoft Excel, Capital IQ, PowerPoint, Financial Services, Banking, Forecasting, Financial Planning
Education
Penn State University 2002 — 2005
B.S, Finance
KGV 1996 — 2002
Investment Banking Institute
Dorothy Leas, MBA / CPA Dorothy Leas, MBA / CPA's Merrill Lynch Experience 1989 - 1991
Job Principal Regulatory Coordinator at FINRA
Industry Financial Services
Experience
FINRA October 2010 - Present
Norman Technologies August 2010 - October 2010
The King's College September 2009 - May 2010
Bernstein Research 2004 - 2010
Sole Proprietorship 2003 - 2006
Culpepper & Associates 2001 - 2002
Dreyfus 1994 - 1999
Cowen and Company 1993 - 1994
Merrill Lynch 1989 - 1991
Paine Webber 1985 - 1989
Skills
Corporate Finance, Finance, Capital Markets, Banking, Mutual Funds, Forecasting, Treasury Management, Accounting, Due Diligence, Analysis, Risk Management, Capital Structure, Financial Institutions, Liquidity Management, Cash Management, Research, Auditing, Financial Accounting, Asset Management, Leadership, Loans, Budgets, Financial Systems, Management, Investment Banking, Financial Reporting, Strategic Planning, Public Speaking, Treasury, Project Management, Product Marketing, Process Improvement, Integration, Business Planning, Financial Analysis, Corporate Governance
Education
Penn State University
BS, Honors Accounting
University of Pennsylvania - The Wharton School
MBA, Corporate Finance
Westminster Theological Seminary
MAR, Urban Missions
FINRA October 2010 - Present
Norman Technologies August 2010 - October 2010
The King's College September 2009 - May 2010
Bernstein Research 2004 - 2010
Sole Proprietorship 2003 - 2006
Culpepper & Associates 2001 - 2002
Dreyfus 1994 - 1999
Cowen and Company 1993 - 1994
Merrill Lynch 1989 - 1991
Paine Webber 1985 - 1989
Skills
Corporate Finance, Finance, Capital Markets, Banking, Mutual Funds, Forecasting, Treasury Management, Accounting, Due Diligence, Analysis, Risk Management, Capital Structure, Financial Institutions, Liquidity Management, Cash Management, Research, Auditing, Financial Accounting, Asset Management, Leadership, Loans, Budgets, Financial Systems, Management, Investment Banking, Financial Reporting, Strategic Planning, Public Speaking, Treasury, Project Management, Product Marketing, Process Improvement, Integration, Business Planning, Financial Analysis, Corporate Governance
Education
Penn State University
BS, Honors Accounting
University of Pennsylvania - The Wharton School
MBA, Corporate Finance
Westminster Theological Seminary
MAR, Urban Missions
Ryan Willoughby's Merrill Lynch Experience May 2007 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Jane Street Capital September 2008 - February 2009
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Education
Penn State University 2004 — 2008
B.A. & B.S., Finance and Economics
Jane Street Capital September 2008 - February 2009
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Education
Penn State University 2004 — 2008
B.A. & B.S., Finance and Economics
Erika Fabricatore's Merrill Lynch Experience May 2014 - Present
Job Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch May 2014 - Present
Bank of America May 2011 - April 2014
Lackawanna County May 2009 - August 2009
Skills
Banking, Research, Customer Service, Analysis, Sales, Risk Management, Finance, Investments, Social Media, Social Networking
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Criminal Justice/Forensics
Merrill Lynch May 2014 - Present
Bank of America May 2011 - April 2014
Lackawanna County May 2009 - August 2009
Skills
Banking, Research, Customer Service, Analysis, Sales, Risk Management, Finance, Investments, Social Media, Social Networking
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Criminal Justice/Forensics
Sam Mollica Sam Mollica's Merrill Lynch Experience September 2012 - May 2013
Job Student at Penn State University
Industry
Experience
Preppy Pig BBQ May 2014 - August 2014
Style Accessories Inc. June 2010 - September 2013
Merrill Lynch September 2012 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Penn State University 2013 — 2017
Bachelor of Arts (B.A.), Chinese Studies, Finance Minor, Economics Minor, Junior
Barrington High School 2009 — 2013
Preppy Pig BBQ May 2014 - August 2014
Style Accessories Inc. June 2010 - September 2013
Merrill Lynch September 2012 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Penn State University 2013 — 2017
Bachelor of Arts (B.A.), Chinese Studies, Finance Minor, Economics Minor, Junior
Barrington High School 2009 — 2013
Brian T. Edmondson Brian T. Edmondson's Merrill Lynch Experience October 2001 - June 2002
Job Best Selling Author & Online Business Expert
Industry Online Media
Experience
About.com June 2014 - Present
InternetIncomeCoach.com January 2005 - Present
Agora Publishing January 2006 - August 2010
Merrill Lynch October 2001 - June 2002
Walmart May 2000 - October 2000
Skills
Entrepreneurship, Marketing, Business Strategy, Internet Strategy, Internet Entrepreneur, Social Media Marketing, Web Marketing, Market Research, Online Advertising, E-commerce, Facebook, Direct Marketing, Lead Generation, Sales Process, Marketing Communications, SEM, Strategic Partnerships, Social Networking, Online Marketing, Selling, PPC, Marketing Strategy, Digital Marketing, Google Adwords, Mobile Marketing, Email Marketing, Social Media, SEO, Coaching, Affiliate Marketing, Investments, Web Analytics, Team Leadership, Strategic Consulting, Direct Sales, CRM, Sales Operations, Content Strategy, Training, Google Analytics, Public Speaking, Consulting, Strategy, Digital Strategy, Advertising, B2B Marketing, Brand Development, Online Lead Generation, Viral Marketing, Website Development
Education
The Schreyers Honors College 1998 — 2000
Bachelor of Arts (B.A.), Economics
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Economics with Honors
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Finance
About.com June 2014 - Present
InternetIncomeCoach.com January 2005 - Present
Agora Publishing January 2006 - August 2010
Merrill Lynch October 2001 - June 2002
Walmart May 2000 - October 2000
Skills
Entrepreneurship, Marketing, Business Strategy, Internet Strategy, Internet Entrepreneur, Social Media Marketing, Web Marketing, Market Research, Online Advertising, E-commerce, Facebook, Direct Marketing, Lead Generation, Sales Process, Marketing Communications, SEM, Strategic Partnerships, Social Networking, Online Marketing, Selling, PPC, Marketing Strategy, Digital Marketing, Google Adwords, Mobile Marketing, Email Marketing, Social Media, SEO, Coaching, Affiliate Marketing, Investments, Web Analytics, Team Leadership, Strategic Consulting, Direct Sales, CRM, Sales Operations, Content Strategy, Training, Google Analytics, Public Speaking, Consulting, Strategy, Digital Strategy, Advertising, B2B Marketing, Brand Development, Online Lead Generation, Viral Marketing, Website Development
Education
The Schreyers Honors College 1998 — 2000
Bachelor of Arts (B.A.), Economics
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Economics with Honors
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Finance
Brian Gass Brian Gass's Merrill Lynch Experience 2007 - 2008
Job Sales Director at Brivity
Industry Real Estate
Experience
Brivity May 2014 - Present
RealLaunch September 2012 - Present
Keller Williams Western Realty January 2012 - Present
Gravity Services Incorporated October 2010 - Present
Austin Exploration April 2008 - May 2012
Merrill Lynch 2007 - 2008
Wells Fargo Advisors October 2001 - February 2007
Morgan Stanley Smith Barney August 1997 - October 2001
Skills
Sales Management, Sales Presentations, Marketing Strategy, Client Development, Email Marketing, Salesforce.com, Salesforce.com..., Retirement Planning, Insurance, Pensions, Strategic Financial..., Financial Analysis, Financial Risk, Portfolio Management, Finance, High Net Worth..., Internal Controls, Business Process..., Financial Planners, marketing, Sales, Investment Properties, Marketing, Business Development, Single Family Homes, First Time Home Buyers, Management, New Home Sales, Short Sales, Real Estate, Real Estate Transactions
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Arts, Accounting
Penn State University 2008 — 2012
Bachelor of Arts (BA), Psychology
Western Washington University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brivity May 2014 - Present
RealLaunch September 2012 - Present
Keller Williams Western Realty January 2012 - Present
Gravity Services Incorporated October 2010 - Present
Austin Exploration April 2008 - May 2012
Merrill Lynch 2007 - 2008
Wells Fargo Advisors October 2001 - February 2007
Morgan Stanley Smith Barney August 1997 - October 2001
Skills
Sales Management, Sales Presentations, Marketing Strategy, Client Development, Email Marketing, Salesforce.com, Salesforce.com..., Retirement Planning, Insurance, Pensions, Strategic Financial..., Financial Analysis, Financial Risk, Portfolio Management, Finance, High Net Worth..., Internal Controls, Business Process..., Financial Planners, marketing, Sales, Investment Properties, Marketing, Business Development, Single Family Homes, First Time Home Buyers, Management, New Home Sales, Short Sales, Real Estate, Real Estate Transactions
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Arts, Accounting
Penn State University 2008 — 2012
Bachelor of Arts (BA), Psychology
Western Washington University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Adam Handler, CRPC®'s Merrill Lynch Experience February 2011 - April 2013
Job Product & Strategic Relationship Manager at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc. July 2014 - Present
UBS April 2013 - July 2014
Merrill Lynch February 2011 - April 2013
AXA Advisors October 2010 - February 2011
Opus Trading Fund LLC October 2007 - August 2010
Sun Federal Credit Union June 2007 - September 2007
United Teletech Financial Federal Credit Union June 2006 - June 2007
Skills
Investments, Wealth Management, Financial Services, Finance, Series 7, Due Diligence, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Portfolio Management, Financial Planning, Investment Advisory, Equities, Securities, Asset Management, Fixed Income, Series 24
Education
Penn State University 2001 — 2005
Bachelor of Arts, General Arts
The Investment Center, Inc. July 2014 - Present
UBS April 2013 - July 2014
Merrill Lynch February 2011 - April 2013
AXA Advisors October 2010 - February 2011
Opus Trading Fund LLC October 2007 - August 2010
Sun Federal Credit Union June 2007 - September 2007
United Teletech Financial Federal Credit Union June 2006 - June 2007
Skills
Investments, Wealth Management, Financial Services, Finance, Series 7, Due Diligence, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Portfolio Management, Financial Planning, Investment Advisory, Equities, Securities, Asset Management, Fixed Income, Series 24
Education
Penn State University 2001 — 2005
Bachelor of Arts, General Arts
Bethany Evans Bethany Evans's Merrill Lynch Experience June 2000 - February 2002
Job Executive Vice President of International Association of Trampoline Parks
Industry Management Consulting
Experience
International Association of Indoor Trampoline Parks January 2015 - Present
INOVA January 2012 - Present
Pennsylvania AFL-CIO January 2004 - November 2011
Merrill Lynch June 2000 - February 2002
Temple University January 2000 - June 2000
HMS School for Children with Cerebral Palsy September 1998 - June 2000
Americorps September 1996 - July 1997
Skills
Public Policy, Politics, Policy Analysis, Non-profits, Public Speaking, Community Outreach, Management, Community Organizing, Political Science, Legislation, Political Campaigns, Volunteer Management, Market Research, Political Communication, Organizational..., Legislative Relations, Training, Strategic Communications, Speech Writing, Grant Writing, Legal Research, Negotiation, Nonprofits, Community Development, Coalitions, Fundraising, Policy, Public Relations, Program Development, Grassroots Organizing, Research, Government, Media Relations, Strategic Planning, State Government, Economic Development, Budgets, Analysis, Leadership Development, Editing, International Relations, Political Consulting, Teaching, Public Affairs, Proposal Writing, Grants, Public Administration, Legislative Research, Message Development, Crisis Communications
Education
Temple University Japan 1996 — 2001
Temple University 1998 — 2000
Bachelor of Applied Science (BASc), Sociology
Penn State University
Masters, Public Administration
International Association of Indoor Trampoline Parks January 2015 - Present
INOVA January 2012 - Present
Pennsylvania AFL-CIO January 2004 - November 2011
Merrill Lynch June 2000 - February 2002
Temple University January 2000 - June 2000
HMS School for Children with Cerebral Palsy September 1998 - June 2000
Americorps September 1996 - July 1997
Skills
Public Policy, Politics, Policy Analysis, Non-profits, Public Speaking, Community Outreach, Management, Community Organizing, Political Science, Legislation, Political Campaigns, Volunteer Management, Market Research, Political Communication, Organizational..., Legislative Relations, Training, Strategic Communications, Speech Writing, Grant Writing, Legal Research, Negotiation, Nonprofits, Community Development, Coalitions, Fundraising, Policy, Public Relations, Program Development, Grassroots Organizing, Research, Government, Media Relations, Strategic Planning, State Government, Economic Development, Budgets, Analysis, Leadership Development, Editing, International Relations, Political Consulting, Teaching, Public Affairs, Proposal Writing, Grants, Public Administration, Legislative Research, Message Development, Crisis Communications
Education
Temple University Japan 1996 — 2001
Temple University 1998 — 2000
Bachelor of Applied Science (BASc), Sociology
Penn State University
Masters, Public Administration
Patrick Sweet Patrick Sweet's Merrill Lynch Experience February 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch September 2013 - February 2015
Merrill Lynch May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
Penn State University 2009 — 2013
Economics
Council Rock High School North 2005 — 2009
High School
Merrill Lynch February 2015 - Present
Merrill Lynch September 2013 - February 2015
Merrill Lynch May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
Penn State University 2009 — 2013
Economics
Council Rock High School North 2005 — 2009
High School
Steven Cerula's Merrill Lynch Experience January 2013 - April 2015
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Merrill Lynch January 2013 - April 2015
NJ Transit June 2012 - August 2012
TerraCycle May 2012 - August 2012
Griff Paper and Film May 2011 - August 2011
Genesis HealthCare December 2007 - May 2011
ShopRite April 2005 - November 2007
St. Michael the Archangel Rectory March 2004 - March 2005
Skills
Management, Analysis, Budgets, Sales, Customer Service
Education
Penn State University 2008 — 2012
B.S. Economics, Minor Business
Notre Dame High School 2004 — 2008
Merrill Edge April 2015 - Present
Merrill Lynch January 2013 - April 2015
NJ Transit June 2012 - August 2012
TerraCycle May 2012 - August 2012
Griff Paper and Film May 2011 - August 2011
Genesis HealthCare December 2007 - May 2011
ShopRite April 2005 - November 2007
St. Michael the Archangel Rectory March 2004 - March 2005
Skills
Management, Analysis, Budgets, Sales, Customer Service
Education
Penn State University 2008 — 2012
B.S. Economics, Minor Business
Notre Dame High School 2004 — 2008
Thomas M Denkenberger's Merrill Lynch Experience November 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2011 - Present
Ameriprise Financial January 2009 - November 2011
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Portfolio Management, 401k, Asset Allocation, Wealth Management, Financial Analysis, Risk Management, Fixed Annuities, Investment Strategies, Alternative Investments, Investments, Asset Management, Finance, Series 7
Education
University of California, San Diego 2004 — 2007
Master of Science, Biology
Penn State University 2000 — 2004
Bachelor of Science, Honors Biochemistry & Molecular Biology
Montrose Area High School 1996 — 2000
High School Diploma
Merrill Lynch November 2011 - Present
Ameriprise Financial January 2009 - November 2011
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Portfolio Management, 401k, Asset Allocation, Wealth Management, Financial Analysis, Risk Management, Fixed Annuities, Investment Strategies, Alternative Investments, Investments, Asset Management, Finance, Series 7
Education
University of California, San Diego 2004 — 2007
Master of Science, Biology
Penn State University 2000 — 2004
Bachelor of Science, Honors Biochemistry & Molecular Biology
Montrose Area High School 1996 — 2000
High School Diploma
Piyush Bhardwaj Piyush Bhardwaj's Merrill Lynch Experience May 2005 - September 2005
Job Principal Investor (behalf of nonU.S. capital)
Industry Commercial Real Estate
Experience
Mubadala Prudential Real Estate Investors August 2011 - January 2015
Prudential Real Estate Investors April 2011 - August 2011
Prudential Real Estate Investors September 2008 - April 2011
Prudential Real Estate Investors May 2006 - September 2008
Merrill Lynch May 2005 - September 2005
Skills
Financial Structuring, Structured Finance, Investment Properties, Real Estate Transactions, Funding, Underwriting, Investment Management, Syndications, Alternative Investments, Capital Raising, Real Estate Economics, Economics, Accounting, Dispositions, Private Equity, Mergers & Acquisitions, Investments, Acquisitions, Equity Research, Equities, Real Estate, Asset Managment, Mezzanine, Joint Ventures
Education
Penn State University
Bachelor of Science (BSc), Finance & International Business
Mubadala Prudential Real Estate Investors August 2011 - January 2015
Prudential Real Estate Investors April 2011 - August 2011
Prudential Real Estate Investors September 2008 - April 2011
Prudential Real Estate Investors May 2006 - September 2008
Merrill Lynch May 2005 - September 2005
Skills
Financial Structuring, Structured Finance, Investment Properties, Real Estate Transactions, Funding, Underwriting, Investment Management, Syndications, Alternative Investments, Capital Raising, Real Estate Economics, Economics, Accounting, Dispositions, Private Equity, Mergers & Acquisitions, Investments, Acquisitions, Equity Research, Equities, Real Estate, Asset Managment, Mezzanine, Joint Ventures
Education
Penn State University
Bachelor of Science (BSc), Finance & International Business
Max Van Arsdale's Merrill Lynch Experience 2011 - 2012
Job Strategic Partnerships at Wounded Warrior Project
Industry Fund-Raising
Experience
Wounded Warrior Project September 2012 - Present
Merrill Lynch 2011 - 2012
Mount St. Mary's University 2009 - 2011
Skills
Public Speaking, Financial Analysis, Strategic Planning, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Fundraising, Social Media, Marketing, Sales, Microsoft Word, Data Analysis, Business Development, Coaching, Investments, Marketing Strategy, Customer Service, Nonprofits, Account Management, Finance, Community Outreach, Veterans Benefits, Market Research, Event Planning
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Labor and Employment Relations
Mount St. Mary's University 2009 — 2011
MBA, Finance
Georgetown Preparatory School 2002 — 2004
Wounded Warrior Project September 2012 - Present
Merrill Lynch 2011 - 2012
Mount St. Mary's University 2009 - 2011
Skills
Public Speaking, Financial Analysis, Strategic Planning, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Fundraising, Social Media, Marketing, Sales, Microsoft Word, Data Analysis, Business Development, Coaching, Investments, Marketing Strategy, Customer Service, Nonprofits, Account Management, Finance, Community Outreach, Veterans Benefits, Market Research, Event Planning
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Labor and Employment Relations
Mount St. Mary's University 2009 — 2011
MBA, Finance
Georgetown Preparatory School 2002 — 2004
Diana Emerson Diana Emerson's Merrill Lynch Experience September 2000 - June 2002
Job External Relations Coordinator at Boulder Country Day School
Industry Marketing and Advertising
Experience
Boulder Country Day School November 2013 - Present
Cisco Systems June 2011 - November 2013
Acxiom December 2006 - December 2010
BSG, LLC September 2005 - September 2006
ADP September 2002 - August 2003
Merrill Lynch September 2000 - June 2002
Merrill Lynch October 1999 - January 2000
Merrill Lynch June 1997 - October 1999
Merrill Lynch October 1995 - May 1997
Merrill Lynch October 1993 - October 1995
Skills
Microsoft Office, Outlook, Social Skills, PowerPoint, Microsoft Excel, Marketing, Management, Leadership, Sales, Program Management, Training, Strategy, CRM, Strategic Partnerships, Business Development, Project Planning, Sales Operations, Negotiation, Fundraising, Business Strategy, Human Resources
Education
Penn State University 1987 — 1991
BA, Liberal Studies
Boulder Country Day School November 2013 - Present
Cisco Systems June 2011 - November 2013
Acxiom December 2006 - December 2010
BSG, LLC September 2005 - September 2006
ADP September 2002 - August 2003
Merrill Lynch September 2000 - June 2002
Merrill Lynch October 1999 - January 2000
Merrill Lynch June 1997 - October 1999
Merrill Lynch October 1995 - May 1997
Merrill Lynch October 1993 - October 1995
Skills
Microsoft Office, Outlook, Social Skills, PowerPoint, Microsoft Excel, Marketing, Management, Leadership, Sales, Program Management, Training, Strategy, CRM, Strategic Partnerships, Business Development, Project Planning, Sales Operations, Negotiation, Fundraising, Business Strategy, Human Resources
Education
Penn State University 1987 — 1991
BA, Liberal Studies
Tyler Parsels Tyler Parsels's Merrill Lynch Experience May 2011 - August 2011
Job Advertising Sales Assistant at Discovery Communications
Industry Marketing and Advertising
Experience
Discovery Communications March 2015 - Present
Insight Global June 2013 - September 2014
Merrill Lynch May 2011 - August 2011
Walt Disney World January 2011 - May 2011
ESPN October 2008 - January 2009
Skills
College Recruiting, Consulting, Talent Acquisition, Business Strategy, Entrepreneurship, Recruiting, Business, Applicant Tracking..., Technical Recruiting, Temporary Staffing, Staffing Services, Time Management, Screening Resumes, Temporary Placement, Start-ups
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Marketing
Pingry
Pingry
Discovery Communications March 2015 - Present
Insight Global June 2013 - September 2014
Merrill Lynch May 2011 - August 2011
Walt Disney World January 2011 - May 2011
ESPN October 2008 - January 2009
Skills
College Recruiting, Consulting, Talent Acquisition, Business Strategy, Entrepreneurship, Recruiting, Business, Applicant Tracking..., Technical Recruiting, Temporary Staffing, Staffing Services, Time Management, Screening Resumes, Temporary Placement, Start-ups
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Marketing
Pingry
Pingry
Stephanie Bissol Stephanie Bissol's Merrill Lynch Experience 2001 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Afton Elementary PTO June 2013 - Present
Merrill Lynch 2001 - 2006
Merrill Lynch Insurance Group 2001 - 2002
Skills
Personal Trust..., Operating Budgets, Sales & Use Tax, Customer Service, Event Management, Microsoft Office 2007
Education
Penn State University 1996 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Afton Elementary PTO June 2013 - Present
Merrill Lynch 2001 - 2006
Merrill Lynch Insurance Group 2001 - 2002
Skills
Personal Trust..., Operating Budgets, Sales & Use Tax, Customer Service, Event Management, Microsoft Office 2007
Education
Penn State University 1996 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Breanne Pfeffer Breanne Pfeffer's Merrill Lynch Experience September 2014 - Present
Job Client Associate at Merrill Lynch
Industry Public Relations and Communications
Experience
Merrill Lynch September 2014 - Present
Victoria's Secret May 2012 - September 2014
Nittany Gymnastics Academy March 2014 - May 2014
Penn State University August 2012 - May 2014
Fleck Consulting May 2013 - August 2013
The Express-Times May 2012 - August 2012
Her Campus Temple September 2011 - May 2012
Temple University September 2011 - May 2012
Skills
Ap Style, Journalism, Blogging, Feature Articles, News Writing, Editing, Newspaper, Online Journalism, Press Releases, Facebook, Audacity, Creative Writing, Media Relations, English & Spanish..., Political Systems, AP Style, Politics
Education
Penn State University 2012 — 2014
Bachelor of Arts (B.A.), Journalism, Political Science, Spanish, Junior
Temple University 2010 — 2012
Communications, Spanish
Merrill Lynch September 2014 - Present
Victoria's Secret May 2012 - September 2014
Nittany Gymnastics Academy March 2014 - May 2014
Penn State University August 2012 - May 2014
Fleck Consulting May 2013 - August 2013
The Express-Times May 2012 - August 2012
Her Campus Temple September 2011 - May 2012
Temple University September 2011 - May 2012
Skills
Ap Style, Journalism, Blogging, Feature Articles, News Writing, Editing, Newspaper, Online Journalism, Press Releases, Facebook, Audacity, Creative Writing, Media Relations, English & Spanish..., Political Systems, AP Style, Politics
Education
Penn State University 2012 — 2014
Bachelor of Arts (B.A.), Journalism, Political Science, Spanish, Junior
Temple University 2010 — 2012
Communications, Spanish
Barry M. Gross Barry M. Gross's Merrill Lynch Experience September 1979 - May 2009
Job First Vice President, Financial Advisor and Branch Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
Merrill Lynch September 1979 - May 2009
National CSS, Inc September 1974 - August 1979
IBM January 1973 - September 1975
Education
Penn State University 1969 — 1972
B.S., Marketing/Economics
Morgan Stanley May 2009 - Present
Merrill Lynch September 1979 - May 2009
National CSS, Inc September 1974 - August 1979
IBM January 1973 - September 1975
Education
Penn State University 1969 — 1972
B.S., Marketing/Economics
Ariel Goldblatt Ariel Goldblatt's Merrill Lynch Experience July 2004 - July 2006
Job Senior Analyst at Eachwin Capital
Industry Investment Management
Experience
Eachwin Capital February 2013 - Present
Apax Partners September 2010 - February 2013
ZelnickMedia/ZM Capital June 2009 - August 2009
TCW/Crescent Mezzanine LLC July 2006 - June 2008
Merrill Lynch July 2004 - July 2006
Skills
LBO, Valuation, Private Equity, Financial Modeling, Mezzanine, M&A due diligence, M&A experience, Mergers and Acquisitions, Financial Analysis, Corporate Development, Corporate Finance, Due Diligence, Emerging Markets, Investment Banking, Investments, Leveraged Finance, Mergers, Venture Capital, mergers and acquisitions
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Strategic & Entrepreneurial Management
Penn State University 2000 — 2004
BS, Finance and International Business
Princeton High School
Eachwin Capital February 2013 - Present
Apax Partners September 2010 - February 2013
ZelnickMedia/ZM Capital June 2009 - August 2009
TCW/Crescent Mezzanine LLC July 2006 - June 2008
Merrill Lynch July 2004 - July 2006
Skills
LBO, Valuation, Private Equity, Financial Modeling, Mezzanine, M&A due diligence, M&A experience, Mergers and Acquisitions, Financial Analysis, Corporate Development, Corporate Finance, Due Diligence, Emerging Markets, Investment Banking, Investments, Leveraged Finance, Mergers, Venture Capital, mergers and acquisitions
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Strategic & Entrepreneurial Management
Penn State University 2000 — 2004
BS, Finance and International Business
Princeton High School
Anthony Feo's Merrill Lynch Experience 2007 - 2007
Job Forecast Manager
Industry Logistics and Supply Chain
Experience
Cardone Industries September 2015 - Present
Cardone Industries August 2014 - Present
T&T Property Investments July 2012 - Present
Oberthur Technologies May 2014 - August 2014
Oberthur Technologies May 2013 - May 2014
Five Below October 2011 - May 2013
Five Below September 2012 - April 2013
Toys R Us March 2011 - November 2011
TOYS "R" US August 2009 - March 2011
Merrill Lynch 2007 - 2007
Skills
Management, Forecasting, Analysis, Inventory Management, Supply Chain, Microsoft Excel, Logistics, Supply Chain Management, Leadership
Education
Penn State University 2005 — 2009
B.S., Supply Chain & Information Systems
Cardone Industries September 2015 - Present
Cardone Industries August 2014 - Present
T&T Property Investments July 2012 - Present
Oberthur Technologies May 2014 - August 2014
Oberthur Technologies May 2013 - May 2014
Five Below October 2011 - May 2013
Five Below September 2012 - April 2013
Toys R Us March 2011 - November 2011
TOYS "R" US August 2009 - March 2011
Merrill Lynch 2007 - 2007
Skills
Management, Forecasting, Analysis, Inventory Management, Supply Chain, Microsoft Excel, Logistics, Supply Chain Management, Leadership
Education
Penn State University 2005 — 2009
B.S., Supply Chain & Information Systems
Brian Gu Brian Gu's Merrill Lynch Experience March 2012 - September 2012
Job Senior Financial Analyst at UnitedHealth Group
Industry Banking
Experience
UnitedHealth Group September 2012 - Present
Merrill Lynch March 2012 - September 2012
Bloomberg LP September 2010 - March 2011
Skills
Tableau, Microsoft Excel, Access, Finance, Microsoft Office, PowerPoint, Research, Photoshop, Microsoft Word, Time Management, Bloomberg, Data Analysis, Investments, Analysis, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Economics
UnitedHealth Group September 2012 - Present
Merrill Lynch March 2012 - September 2012
Bloomberg LP September 2010 - March 2011
Skills
Tableau, Microsoft Excel, Access, Finance, Microsoft Office, PowerPoint, Research, Photoshop, Microsoft Word, Time Management, Bloomberg, Data Analysis, Investments, Analysis, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Don Bodnar's Merrill Lynch Experience February 2008 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Actelion 2006 - November 2014
Grow A Company November 2007 - December 2009
Irongate Capital Management LLC June 2007 - October 2007
Merrill Lynch 2000 - June 2007
McNeil 1997 - 1998
Johnson & Johnson 1997 - 1998
Wachovia May 1997 - September 1997
Skills
Customer Relations, Event Management, Investments, Asset Management, Financial Planning, PowerPoint, Excel, Microsoft Excel, Strategic Financial..., Management, Series 7, Finance, Portfolio Management, Asset Allocation, Retirement Planning, Salesforce.com, Banking, Alternative Investments, Wealth Management, Sales, CRM, Marketing, Hedge Funds, Financial Analysis, Financial Modeling, Investment Strategies, Risk Management, Financial Services, Customer Service
Education
Penn State University 1995 — 1999
BS
Merrill Lynch February 2008 - Present
Actelion 2006 - November 2014
Grow A Company November 2007 - December 2009
Irongate Capital Management LLC June 2007 - October 2007
Merrill Lynch 2000 - June 2007
McNeil 1997 - 1998
Johnson & Johnson 1997 - 1998
Wachovia May 1997 - September 1997
Skills
Customer Relations, Event Management, Investments, Asset Management, Financial Planning, PowerPoint, Excel, Microsoft Excel, Strategic Financial..., Management, Series 7, Finance, Portfolio Management, Asset Allocation, Retirement Planning, Salesforce.com, Banking, Alternative Investments, Wealth Management, Sales, CRM, Marketing, Hedge Funds, Financial Analysis, Financial Modeling, Investment Strategies, Risk Management, Financial Services, Customer Service
Education
Penn State University 1995 — 1999
BS
Chad Irving's Merrill Lynch Experience August 2013 - Present
Job Vice President / Private Wealth Analyst
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch June 2011 - August 2013
Education
Penn State 1993 — 1999
Merrill Lynch August 2013 - Present
Merrill Lynch June 2011 - August 2013
Education
Penn State 1993 — 1999
Blair Karp's Merrill Lynch Experience 2003 - 2007
Job Project Manager at Online Resources
Industry Information Technology and Services
Experience
Online Resources March 2008 - Present
PHH Morgage July 2007 - January 2008
Lincoln financial group April 2007 - July 2007
Merrill Lynch 2003 - 2007
Merrill Lynch 2003 - 2007
Skills
Program Management, Business Analysis, Process Improvement, SDLC, Vendor Management, PMO, Software Project..., PMP, Requirements Analysis, Project Management, MS Project, Integration, Requirements Gathering
Education
Penn State University 1999 — 2003
MSIS
Lawrence High School 1995 — 1999
Online Resources March 2008 - Present
PHH Morgage July 2007 - January 2008
Lincoln financial group April 2007 - July 2007
Merrill Lynch 2003 - 2007
Merrill Lynch 2003 - 2007
Skills
Program Management, Business Analysis, Process Improvement, SDLC, Vendor Management, PMO, Software Project..., PMP, Requirements Analysis, Project Management, MS Project, Integration, Requirements Gathering
Education
Penn State University 1999 — 2003
MSIS
Lawrence High School 1995 — 1999
David DiLiberto's Merrill Lynch Experience June 2004 - June 2005
Job PSSTDC IT at SAP America
Industry Information Technology and Services
Experience
SAP 2009 - Present
SAP America October 2008 - Present
LSAC June 2005 - September 2008
Merrill Lynch June 2004 - June 2005
Education
Pennsylvania State University 2000 — 2004
SAP 2009 - Present
SAP America October 2008 - Present
LSAC June 2005 - September 2008
Merrill Lynch June 2004 - June 2005
Education
Pennsylvania State University 2000 — 2004
Lisa Viazanko's Merrill Lynch Experience November 1999 - 2007
Job Director of IT at ETS
Industry Information Technology and Services
Experience
ETS March 2010 - Present
Tangible Value March 2008 - November 2009
Merrill Lynch November 1999 - 2007
Actium Corporation (part of Modis Professional Services 1998 - 1999
Unisys Corporation May 1988 - October 1998
Skills
Software Development, Requirements Analysis, Integration, Process Engineering, Technical Leadership, Solution Design, SDLC, IT Management, Process Development, IT Strategy, Software Project..., Application Development, Business Analysis, Process Improvement, Cross-functional Team..., Vendor Management, Program Management, Solution Architecture, Management, Team Building, Project Management, Requirements Gathering, Change Management
Education
Penn State University 1984 — 1988
Bachelor of Science cum laude
ETS March 2010 - Present
Tangible Value March 2008 - November 2009
Merrill Lynch November 1999 - 2007
Actium Corporation (part of Modis Professional Services 1998 - 1999
Unisys Corporation May 1988 - October 1998
Skills
Software Development, Requirements Analysis, Integration, Process Engineering, Technical Leadership, Solution Design, SDLC, IT Management, Process Development, IT Strategy, Software Project..., Application Development, Business Analysis, Process Improvement, Cross-functional Team..., Vendor Management, Program Management, Solution Architecture, Management, Team Building, Project Management, Requirements Gathering, Change Management
Education
Penn State University 1984 — 1988
Bachelor of Science cum laude
Kevan Desai's Merrill Lynch Experience January 2008 - June 2008
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch May 2008 - October 2012
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Vanguard June 2006 - August 2006
MBNA America June 2005 - August 2005
Skills
Fixed Income, Finance, Financial Analysis, Valuation, Pricing Analysis, Performance Analysis, Planning Budgeting &..., Line Management, Financial Reporting, Dodd-Frank, Project Management, Business Strategy, Data-driven Decision..., Internal Controls, Strategic Initiatives, Quality Assurance, Sarbanes-Oxley Act, SEC filings, General Ledger..., Account Reconciliation, Variance Analysis, Bloomberg, Microsoft Office, GMI, Mutual Funds, Oracle Financials, Hyperion, SAP, Essbase, Corporate Finance
Education
Penn State University 2003 — 2007
Bachelor of Science, Finance
Garnet Valley High School 1999 — 2003
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch May 2008 - October 2012
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Vanguard June 2006 - August 2006
MBNA America June 2005 - August 2005
Skills
Fixed Income, Finance, Financial Analysis, Valuation, Pricing Analysis, Performance Analysis, Planning Budgeting &..., Line Management, Financial Reporting, Dodd-Frank, Project Management, Business Strategy, Data-driven Decision..., Internal Controls, Strategic Initiatives, Quality Assurance, Sarbanes-Oxley Act, SEC filings, General Ledger..., Account Reconciliation, Variance Analysis, Bloomberg, Microsoft Office, GMI, Mutual Funds, Oracle Financials, Hyperion, SAP, Essbase, Corporate Finance
Education
Penn State University 2003 — 2007
Bachelor of Science, Finance
Garnet Valley High School 1999 — 2003
Omar Rojas's Merrill Lynch Experience July 2010 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Merrill Lynch January 2009 - July 2010
Merrill Lynch January 2008 - January 2009
Merrill Lynch March 2004 - January 2008
Merrill Lynch April 2001 - March 2004
Merrill Lynch September 1999 - April 2001
Merrill Lynch January 1998 - September 1999
Merrill Lynch March 1989 - January 1998
Skills
Six Sigma, Data Analysis, Project Management, Management, Business Intelligence, Business Planning, Business Process..., Business Analysis, Business Strategy, Cross-functional Team..., Operations Management, Series 7, CRM, Process Improvement, Risk Management, Strategy
Education
Penn State University
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Applied Science (B.A.Sc.), Economics
Merrill Lynch July 2010 - Present
Merrill Lynch January 2009 - July 2010
Merrill Lynch January 2008 - January 2009
Merrill Lynch March 2004 - January 2008
Merrill Lynch April 2001 - March 2004
Merrill Lynch September 1999 - April 2001
Merrill Lynch January 1998 - September 1999
Merrill Lynch March 1989 - January 1998
Skills
Six Sigma, Data Analysis, Project Management, Management, Business Intelligence, Business Planning, Business Process..., Business Analysis, Business Strategy, Cross-functional Team..., Operations Management, Series 7, CRM, Process Improvement, Risk Management, Strategy
Education
Penn State University
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Applied Science (B.A.Sc.), Economics
Amy Maley's Merrill Lynch Experience April 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2005 - Present
The Macon Telegraph 1990 - 2000
Centre Daily Times 1982 - 1987
Skills
Series 7, Strategic Financial..., Financial Analysis, Financial Advisory, Insurance, Investments, Retirement Planning, Due Diligence, Wealth Management, Portfolio Management, Estate Planning, Credit, Finance, Loans, Banking, Credit Analysis, Risk Management, Commercial Lending, Commercial Banking
Education
Penn State University 1976 — 1979
Bachelor of Science, Accounting
Merrill Lynch April 2005 - Present
The Macon Telegraph 1990 - 2000
Centre Daily Times 1982 - 1987
Skills
Series 7, Strategic Financial..., Financial Analysis, Financial Advisory, Insurance, Investments, Retirement Planning, Due Diligence, Wealth Management, Portfolio Management, Estate Planning, Credit, Finance, Loans, Banking, Credit Analysis, Risk Management, Commercial Lending, Commercial Banking
Education
Penn State University 1976 — 1979
Bachelor of Science, Accounting
Patrick Turley's Merrill Lynch Experience 2015 - Present
Job TFA Business Development at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2015 - Present
Self-Employed May 2009 - Present
Environmental Solutions Worldwide March 2007 - May 2009
United States Marine Corps November 2001 - November 2006
Skills
Management, Project Management, Marketing, Quality Assurance, Quality Control, Lean Management, Six Sigma, Communication, Leadership, Team Building, Team Leadership, Teamwork, Team Management, Integration, Supply Chain Management, Writing, Creative Writing, Technical Writing, Fitness, Fitness Training, Social Media Marketing, Strategic Planning, Fiction, Customer Service, Account Management, Training
Education
Penn State University 2014 — 2016
Master of Business Administration (M.B.A.)
Penn State University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.99
Merrill Lynch 2015 - Present
Self-Employed May 2009 - Present
Environmental Solutions Worldwide March 2007 - May 2009
United States Marine Corps November 2001 - November 2006
Skills
Management, Project Management, Marketing, Quality Assurance, Quality Control, Lean Management, Six Sigma, Communication, Leadership, Team Building, Team Leadership, Teamwork, Team Management, Integration, Supply Chain Management, Writing, Creative Writing, Technical Writing, Fitness, Fitness Training, Social Media Marketing, Strategic Planning, Fiction, Customer Service, Account Management, Training
Education
Penn State University 2014 — 2016
Master of Business Administration (M.B.A.)
Penn State University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.99
Anthony Ventriello's Merrill Lynch Experience January 2015 - Present
Job Director, Business Strategy & Initiative Executive
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch December 2009 - January 2015
Merrill Lynch January 2008 - December 2009
Merrill Lynch September 2005 - December 2007
Skills
Analysis, Analytics, Financial Analysis, Program Management, Strategic Planning, Strategy, Wealth Management, Recruiting, Portfolio Management, Financial Services, Investments, Banking, Leadership, Risk Management, Management, Finance, Equities
Education
Penn State University 2010 — 2012
EMBA, Business
Philadelphia University 2001 — 2005
BA, Finance
Merrill Lynch January 2015 - Present
Merrill Lynch December 2009 - January 2015
Merrill Lynch January 2008 - December 2009
Merrill Lynch September 2005 - December 2007
Skills
Analysis, Analytics, Financial Analysis, Program Management, Strategic Planning, Strategy, Wealth Management, Recruiting, Portfolio Management, Financial Services, Investments, Banking, Leadership, Risk Management, Management, Finance, Equities
Education
Penn State University 2010 — 2012
EMBA, Business
Philadelphia University 2001 — 2005
BA, Finance
Bob Beichner's Merrill Lynch Experience 1989 - 1989
Job Insitutional Retirement Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard November 1997 - Present
Wilmington Trust Company, Wilmington, DE 1993 - 1998
Wilmington Trust July 1993 - November 1997
John Hancock Finacial Services 1989 - 1993
Merrill Lynch 1989 - 1989
The Chase Manhattan Bank 1987 - 1989
Skills
Precious Metals, 401k, Relationship Management, Employee Benefits, Series 63, Mutual Funds, Investments, Financial Services, Retirement, Series 7
Education
Penn State University
Pennsylvania State University-Erie Campus
Vanguard November 1997 - Present
Wilmington Trust Company, Wilmington, DE 1993 - 1998
Wilmington Trust July 1993 - November 1997
John Hancock Finacial Services 1989 - 1993
Merrill Lynch 1989 - 1989
The Chase Manhattan Bank 1987 - 1989
Skills
Precious Metals, 401k, Relationship Management, Employee Benefits, Series 63, Mutual Funds, Investments, Financial Services, Retirement, Series 7
Education
Penn State University
Pennsylvania State University-Erie Campus
Christopher Nice, CRPC's Merrill Lynch Experience January 2004 - Present
Job Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2004 - Present
Telerx May 2003 - January 2004
Citizens Bank June 2002 - October 2002
American Express September 1999 - June 2001
Skills
Mutual Funds, Separately Managed..., Portfolio Construction, Investment Manager Due..., Consultative Sales..., Business Relationship...
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Labor and Industrial Relations
Merrill Lynch January 2004 - Present
Telerx May 2003 - January 2004
Citizens Bank June 2002 - October 2002
American Express September 1999 - June 2001
Skills
Mutual Funds, Separately Managed..., Portfolio Construction, Investment Manager Due..., Consultative Sales..., Business Relationship...
Education
Penn State University 1993 — 1997
Bachelor of Science (BS), Labor and Industrial Relations
Brian Lucas's Merrill Lynch Experience July 1998 - December 2001
Job Vice President Sales & Marketing at Peerless Beverage Company
Industry Food & Beverages
Experience
Peerless Beverage Company August 2013 - Present
Peerless Beverage Company July 2012 - August 2013
Boston Beer Company January 2012 - July 2012
Boston Beer Company October 2006 - December 2011
Boston Beer Company August 2004 - October 2006
Boston Beer Company August 2003 - August 2004
Peerless Beverage March 2002 - August 2003
Merrill Lynch July 1998 - December 2001
Skills
Beer, Merchandising, Retail, Key Account Development, Brand Development, Management, Consumer Products, Sales, Sales Operations, Market Planning, Shopper Marketing
Education
Penn State University 2009 — 2011
2011, MBA
Villanova University 1994 — 1998
BS, Accountancy
St. Joseph's High School
Peerless Beverage Company August 2013 - Present
Peerless Beverage Company July 2012 - August 2013
Boston Beer Company January 2012 - July 2012
Boston Beer Company October 2006 - December 2011
Boston Beer Company August 2004 - October 2006
Boston Beer Company August 2003 - August 2004
Peerless Beverage March 2002 - August 2003
Merrill Lynch July 1998 - December 2001
Skills
Beer, Merchandising, Retail, Key Account Development, Brand Development, Management, Consumer Products, Sales, Sales Operations, Market Planning, Shopper Marketing
Education
Penn State University 2009 — 2011
2011, MBA
Villanova University 1994 — 1998
BS, Accountancy
St. Joseph's High School
Daniel Ruppert's Merrill Lynch Experience June 2008 - August 2008
Job Real Estate Credit at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management September 2013 - Present
The JBG Companies January 2013 - September 2013
The JBG Companies July 2010 - December 2012
GreenWorld Capital May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Excel, Financial Modeling, Valuation, Real Estate Economics, Investments, Due Diligence, Asset Managment, Real Estate Development, Private Equity, Acquisitions, Disposition, Real Estate, Finance, Variance Analysis, Argus Modeling, Commercial Real Estate, Real Estate Financing, Microsoft Excel, Leases, Asset Management
Education
Penn State University 2006 — 2010
Bachelor of Sciences, Finance
Och-Ziff Capital Management September 2013 - Present
The JBG Companies January 2013 - September 2013
The JBG Companies July 2010 - December 2012
GreenWorld Capital May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Excel, Financial Modeling, Valuation, Real Estate Economics, Investments, Due Diligence, Asset Managment, Real Estate Development, Private Equity, Acquisitions, Disposition, Real Estate, Finance, Variance Analysis, Argus Modeling, Commercial Real Estate, Real Estate Financing, Microsoft Excel, Leases, Asset Management
Education
Penn State University 2006 — 2010
Bachelor of Sciences, Finance
Steven Overstreet's Merrill Lynch Experience January 2006 - July 2007
Job Geospatial Analyst at HumanGeo
Industry Defense & Space
Experience
HumanGeo October 2015 - Present
ManTech October 2013 - September 2015
CACI July 2007 - October 2013
Merrill Lynch January 2006 - July 2007
Virginia Army National Guard April 2002 - April 2006
Dorsey, Wright & Associates August 2002 - December 2005
Skills
ArcGIS, Intelligence Analysis, Databases, Data Analysis, Systems Engineering, Database Design, Data Science, Government Contracting, Top Secret, Army, Research, Python, Security Clearance, DoD, Defense, Information Assurance
Education
University of Virginia 2014 — 2015
Master's Degree, Systems Engineering
Penn State University 2011 — 2011
Post Baccalaureate, MSc Geospatial Information Systems - GIS
Virginia Commonwealth University 2001 — 2006
Bachelor of Science, Business / Finance
HumanGeo October 2015 - Present
ManTech October 2013 - September 2015
CACI July 2007 - October 2013
Merrill Lynch January 2006 - July 2007
Virginia Army National Guard April 2002 - April 2006
Dorsey, Wright & Associates August 2002 - December 2005
Skills
ArcGIS, Intelligence Analysis, Databases, Data Analysis, Systems Engineering, Database Design, Data Science, Government Contracting, Top Secret, Army, Research, Python, Security Clearance, DoD, Defense, Information Assurance
Education
University of Virginia 2014 — 2015
Master's Degree, Systems Engineering
Penn State University 2011 — 2011
Post Baccalaureate, MSc Geospatial Information Systems - GIS
Virginia Commonwealth University 2001 — 2006
Bachelor of Science, Business / Finance
Michael Shenot's Merrill Lynch Experience 1990 - 2004
Job Managing Director at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle January 2004 - Present
Merrill Lynch 1990 - 2004
Goldman Sachs 1983 - 1990
Skills
Project Finance, Property Management, Real Estate Development, Real Estate Investment, Real Estate Transactions, Strategy, Project Planning, Joint Ventures, Tenant, Finance, Investment Properties, Real Estate, Project Management, Leases, Construction, Valuation, Mergers & Acquisitions, Real Estate Economics, Strategic Planning, Contract Negotiation, Financial Analysis, Location Intelligence, Facilities Management, Corporate Real Estate, Management, Sales, Disposition, Due Diligence, Asset Management, Portfolio Management, Restructuring, Private Equity, Lease Administration
Education
Penn State University 1979 — 1983
B.S., Finance
Jones Lang LaSalle January 2004 - Present
Merrill Lynch 1990 - 2004
Goldman Sachs 1983 - 1990
Skills
Project Finance, Property Management, Real Estate Development, Real Estate Investment, Real Estate Transactions, Strategy, Project Planning, Joint Ventures, Tenant, Finance, Investment Properties, Real Estate, Project Management, Leases, Construction, Valuation, Mergers & Acquisitions, Real Estate Economics, Strategic Planning, Contract Negotiation, Financial Analysis, Location Intelligence, Facilities Management, Corporate Real Estate, Management, Sales, Disposition, Due Diligence, Asset Management, Portfolio Management, Restructuring, Private Equity, Lease Administration
Education
Penn State University 1979 — 1983
B.S., Finance
Linda MacLeod, CRPC, MBA's Merrill Lynch Experience June 2008 - September 2011
Job Financial Services Professional helping families, retirees, and small business owners achieve financial security
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Emily Ridgeway's Merrill Lynch Experience Retirement Internal Sales ConsultantMerrill LynchMarch 1997 - Present
Job Retirement Internal Sales Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Retirement Internal Sales ConsultantMerrill LynchMarch 1997 - Present
Education
Penn State University 1991 — 1995
BS, Actuarial Science
Merrill Lynch Retirement Internal Sales ConsultantMerrill LynchMarch 1997 - Present
Education
Penn State University 1991 — 1995
BS, Actuarial Science
Cornelius Cornelssen's Merrill Lynch Experience June 2006 - June 2008
Job Intern at International IDEA
Industry Law Practice
Experience
International IDEA August 2015 - Present
U.S. Army Judge Advocate June 2015 - July 2015
U.S. Federal Defender June 2014 - August 2014
U.S. Department of State July 2009 - August 2013
Merrill Lynch June 2006 - June 2008
Laboratory for Economic Management and Auctions January 2005 - June 2006
Stradley Ronon Stevens and Young, LLPS May 2004 - January 2006
Center for the Study of the Presidency & Congress (CSPC) May 2003 - August 2003
Skills
Teaching English as a..., Teaching Adults, Mediation, Financial Analysis, Municipal Bonds, Securities Litigation, Quantitative Research, Curriculum Design, Teaching, Copy Editing, Policy Analysis, Grant Writing, Intercultural..., Analysis, International Relations, International Education, Policy, Community Outreach
Education
University of Chicago Law School 2013 — 2016
J.D.
Penn State University 2002 — 2006
BA, History, Comparative Literature, Business
U.S. House Page School 2000 — 2001
International IDEA August 2015 - Present
U.S. Army Judge Advocate June 2015 - July 2015
U.S. Federal Defender June 2014 - August 2014
U.S. Department of State July 2009 - August 2013
Merrill Lynch June 2006 - June 2008
Laboratory for Economic Management and Auctions January 2005 - June 2006
Stradley Ronon Stevens and Young, LLPS May 2004 - January 2006
Center for the Study of the Presidency & Congress (CSPC) May 2003 - August 2003
Skills
Teaching English as a..., Teaching Adults, Mediation, Financial Analysis, Municipal Bonds, Securities Litigation, Quantitative Research, Curriculum Design, Teaching, Copy Editing, Policy Analysis, Grant Writing, Intercultural..., Analysis, International Relations, International Education, Policy, Community Outreach
Education
University of Chicago Law School 2013 — 2016
J.D.
Penn State University 2002 — 2006
BA, History, Comparative Literature, Business
U.S. House Page School 2000 — 2001
Brandon Blake's Merrill Lynch Experience March 2014 - Present
Job Assistant Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch May 2008 - March 2014
Commerce Bank November 2007 - May 2008
Skills
Series 7, Mutual Funds, Wealth Management, Investments, Fixed Income, 401k, Alternative Investments, Analysis, Asset Allocation, Asset Management, Banking, Corporate Finance, Equities, FINRA, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investment Advisory, Investment Strategies, Microsoft Excel, Portfolio Management, Retirement, Retirement Planning, Risk Management, Salesforce.com, Securities, Series 63, Series 65, Strategic Financial..., Uniform Combined State..., Valuation, Vendor Management, Finance, Financial Advisory, Bonds, Customer Service
Education
Penn State University 2001 — 2006
BS, Economics
Merrill Lynch March 2014 - Present
Merrill Lynch May 2008 - March 2014
Commerce Bank November 2007 - May 2008
Skills
Series 7, Mutual Funds, Wealth Management, Investments, Fixed Income, 401k, Alternative Investments, Analysis, Asset Allocation, Asset Management, Banking, Corporate Finance, Equities, FINRA, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investment Advisory, Investment Strategies, Microsoft Excel, Portfolio Management, Retirement, Retirement Planning, Risk Management, Salesforce.com, Securities, Series 63, Series 65, Strategic Financial..., Uniform Combined State..., Valuation, Vendor Management, Finance, Financial Advisory, Bonds, Customer Service
Education
Penn State University 2001 — 2006
BS, Economics
Ian Feuer's Merrill Lynch Experience August 2015 - Present
Job .
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Oppenheimer & Co. Inc. January 2014 - August 2015
HSBC October 2009 - November 2011
Citigroup January 2000 - May 2008
Ambac November 1998 - November 2000
Sanwa Financial Products June 1994 - October 1998
Skills
Fixed Income Strategies, Investment Strategies, Retirement Savings, Financial Advisory, Relationship Management, Investments, Securities, Financial Services, Wealth Management..., Asset Allocation, Risk Management..., 401(k) Rollovers, Retirement-Plan..., Wealth-Preservation...
Education
Penn State University 1989 — 1993
Bachelor of Science (BS), Economics
Merrill Lynch August 2015 - Present
Oppenheimer & Co. Inc. January 2014 - August 2015
HSBC October 2009 - November 2011
Citigroup January 2000 - May 2008
Ambac November 1998 - November 2000
Sanwa Financial Products June 1994 - October 1998
Skills
Fixed Income Strategies, Investment Strategies, Retirement Savings, Financial Advisory, Relationship Management, Investments, Securities, Financial Services, Wealth Management..., Asset Allocation, Risk Management..., 401(k) Rollovers, Retirement-Plan..., Wealth-Preservation...
Education
Penn State University 1989 — 1993
Bachelor of Science (BS), Economics
Kurt Campman, CRPC(R), AIF(R), RCC(TM)'s Merrill Lynch Experience January 1996 - December 2011
Job Regional Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Merrill Lynch January 1996 - December 2011
Merrill Lynch 1996 - 2007
Skills
Series 7, Series 65, Series 3, Series 63, Series 31, Series 9, Series 10, CRPC(R), Asset Allocation, FINRA, Financial Services, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Mutual Funds
Education
Penn State University 1992 — 1995
BS, Economics
Wells Fargo Advisors January 2012 - Present
Merrill Lynch January 1996 - December 2011
Merrill Lynch 1996 - 2007
Skills
Series 7, Series 65, Series 3, Series 63, Series 31, Series 9, Series 10, CRPC(R), Asset Allocation, FINRA, Financial Services, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Mutual Funds
Education
Penn State University 1992 — 1995
BS, Economics
Usha Reddy, MBA's Merrill Lynch Experience October 2009 - May 2011
Job Senior Datawarehouse Engineer at OnDeck
Industry Information Technology and Services
Experience
OnDeck April 2015 - Present
Prudential Financial June 2011 - April 2015
Merrill Lynch October 2009 - May 2011
American Computer Technology, Inc. 2003 - 2009
Satyam Computer Services Ltd 1998 - 2003
Skills
GreenPlum, Big Data, Hadoop, DB2, SQL, Performance Tuning, ETL, Business Intelligence, Databases, PostgreSQL, Data Modeling, Spotfire, Tableau, Perl, SDLC, Integration, Requirements Analysis, Software Project..., Datastage 8.1, Oracle, Amazon Web Services..., Python, Data Science, Informix, Sybase, Data Migration, Data Warehouse..., Data Warehousing, Unix, MongoDB
Education
Penn State University 2007 — 2009
MBA, Business Administration
OnDeck April 2015 - Present
Prudential Financial June 2011 - April 2015
Merrill Lynch October 2009 - May 2011
American Computer Technology, Inc. 2003 - 2009
Satyam Computer Services Ltd 1998 - 2003
Skills
GreenPlum, Big Data, Hadoop, DB2, SQL, Performance Tuning, ETL, Business Intelligence, Databases, PostgreSQL, Data Modeling, Spotfire, Tableau, Perl, SDLC, Integration, Requirements Analysis, Software Project..., Datastage 8.1, Oracle, Amazon Web Services..., Python, Data Science, Informix, Sybase, Data Migration, Data Warehouse..., Data Warehousing, Unix, MongoDB
Education
Penn State University 2007 — 2009
MBA, Business Administration
Kevin Buckley CFP®'s Merrill Lynch Experience 2001 - 2003
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2007 - Present
The Ayco Company, L.P. A Goldman Sachs Company 2003 - 2007
Merrill Lynch 2001 - 2003
Skills
Investments, Estate Planning, Retirement Planning, Tax Preparation, Income Tax, Fixed income, Asset Allocation, High Net Worth..., Wealth Management, Private Banking, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Mutual Funds, Investment Management
Education
Penn State University 1996 — 2001
BS, Finance/Economics & Business Logistics
BNY Mellon January 2007 - Present
The Ayco Company, L.P. A Goldman Sachs Company 2003 - 2007
Merrill Lynch 2001 - 2003
Skills
Investments, Estate Planning, Retirement Planning, Tax Preparation, Income Tax, Fixed income, Asset Allocation, High Net Worth..., Wealth Management, Private Banking, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Mutual Funds, Investment Management
Education
Penn State University 1996 — 2001
BS, Finance/Economics & Business Logistics
Krista Southard's Merrill Lynch Experience June 2013 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Karr Barth Associates - AXA Advisors October 2012 - May 2013
Citi 2004 - December 2012
Haddon House Food Products, Inc. January 2004 - August 2004
Skills
Financial Analysis, Financial Risk, Insurance, Wealth Management
Education
Penn State University 1997 — 2001
BS
Merrill Lynch June 2013 - Present
Karr Barth Associates - AXA Advisors October 2012 - May 2013
Citi 2004 - December 2012
Haddon House Food Products, Inc. January 2004 - August 2004
Skills
Financial Analysis, Financial Risk, Insurance, Wealth Management
Education
Penn State University 1997 — 2001
BS
Michael Krahel CLU, ChFC's Merrill Lynch Experience August 2010 - Present
Job Vice President, Insurance Specialist Wealth Structuring Group, Merrill Lynch
Industry Insurance
Experience
Merrill Lynch August 2010 - Present
Pacific Life January 2005 - June 2010
Security Life of Denver, ING January 1999 - December 2004
Provident Mutual Life Insurance Company 1990 - 2000
Education
Penn State University 1978 — 1982
BS, Business Administration
Merrill Lynch August 2010 - Present
Pacific Life January 2005 - June 2010
Security Life of Denver, ING January 1999 - December 2004
Provident Mutual Life Insurance Company 1990 - 2000
Education
Penn State University 1978 — 1982
BS, Business Administration
David Gonser's Merrill Lynch Experience March 2007 - March 2008
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America November 2012 - January 2014
Bank of America October 2010 - November 2012
Bank of America March 2008 - October 2010
Merrill Lynch March 2007 - March 2008
Merrill Lynch December 2005 - March 2007
Skills
Fixed Income, Bloomberg, Capital Markets, Derivatives
Education
Penn State University 2001 — 2005
BA, MIS & International Business
Bank of America February 2014 - Present
Bank of America November 2012 - January 2014
Bank of America October 2010 - November 2012
Bank of America March 2008 - October 2010
Merrill Lynch March 2007 - March 2008
Merrill Lynch December 2005 - March 2007
Skills
Fixed Income, Bloomberg, Capital Markets, Derivatives
Education
Penn State University 2001 — 2005
BA, MIS & International Business
Emily Alcorn's Merrill Lynch Experience 2007 - 2009
Job Senior Project Controller at Deloitte
Industry Financial Services
Experience
Deloitte April 2013 - Present
ESPN February 2009 - March 2013
Merrill Lynch 2007 - 2009
Merrill Lynch June 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Series 7, Equities, Financial Modeling, Bloomberg, Valuation, Capital Markets, Microsoft Excel, Series 63, Forecasting, Operating Budgets, Asset Management, Banking, Bonds, Credit, Derivatives, Due Diligence, Emerging Markets, Finance, Financial Analysis, Fixed Income, Hedge Funds, Portfolio Management, Investments, Securities, Trading, Corporate Finance
Education
Penn State University 2003 — 2007
BS, Finance
Deloitte April 2013 - Present
ESPN February 2009 - March 2013
Merrill Lynch 2007 - 2009
Merrill Lynch June 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Series 7, Equities, Financial Modeling, Bloomberg, Valuation, Capital Markets, Microsoft Excel, Series 63, Forecasting, Operating Budgets, Asset Management, Banking, Bonds, Credit, Derivatives, Due Diligence, Emerging Markets, Finance, Financial Analysis, Fixed Income, Hedge Funds, Portfolio Management, Investments, Securities, Trading, Corporate Finance
Education
Penn State University 2003 — 2007
BS, Finance
Joseph Kang, CFA's Merrill Lynch Experience June 2008 - August 2008
Job Associate Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch 2013 - Present
Bank of America July 2009 - May 2013
Merrill Lynch June 2008 - August 2008
Skills
Fixed Income, Capital Markets, Financial Modeling, Banking, Derivatives, Valuation, Bloomberg, Equities, Risk Management, Financial Analysis, Portfolio Management, Credit Risk, Series 7, Credit Analysis, Investments, Securities, Series 63
Education
Penn State University 2005 — 2009
BS, Finance, Economics
Bank of America Merrill Lynch 2013 - Present
Bank of America July 2009 - May 2013
Merrill Lynch June 2008 - August 2008
Skills
Fixed Income, Capital Markets, Financial Modeling, Banking, Derivatives, Valuation, Bloomberg, Equities, Risk Management, Financial Analysis, Portfolio Management, Credit Risk, Series 7, Credit Analysis, Investments, Securities, Series 63
Education
Penn State University 2005 — 2009
BS, Finance, Economics
John Yildiran's Merrill Lynch Experience August 2010 - July 2012
Job Investment Analyst at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers July 2014 - Present
Sterne Agee July 2012 - July 2014
Merrill Lynch August 2010 - July 2012
Bank of Tokyo-Mitsubishi UFJ June 2009 - August 2009
National Penn Bank June 2008 - August 2008
National Penn June 2007 - August 2007
Skills
Financial Modeling, Investments, Finance, Research, Capital Markets, Due Diligence, Investment Banking, Series 7, Series 63, Financial Analysis, Credit Analysis, Trading, Fixed Income, Investment Management
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance, General
AXA Investment Managers July 2014 - Present
Sterne Agee July 2012 - July 2014
Merrill Lynch August 2010 - July 2012
Bank of Tokyo-Mitsubishi UFJ June 2009 - August 2009
National Penn Bank June 2008 - August 2008
National Penn June 2007 - August 2007
Skills
Financial Modeling, Investments, Finance, Research, Capital Markets, Due Diligence, Investment Banking, Series 7, Series 63, Financial Analysis, Credit Analysis, Trading, Fixed Income, Investment Management
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance, General
Jamie Weinstein's Merrill Lynch Experience August 2011 - October 2012
Job Internal Sales Consultant Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group November 2012 - Present
Merrill Lynch August 2011 - October 2012
Merrill Lynch February 2010 - July 2011
Northwestern Mutual June 2009 - November 2009
Skills
Series 7, Mutual Funds, Retirement, Insurance, IRAs, Retirement Planning, Asset Allocation, Financial Services, Investment Strategies, Wealth Management, Financial Analysis, Financial Advisory, Finance
Education
Penn State University 2005 — 2009
Bachelor of Arts (BA), Finance, General
Delaware Investments, a member of the Macquarie Group November 2012 - Present
Merrill Lynch August 2011 - October 2012
Merrill Lynch February 2010 - July 2011
Northwestern Mutual June 2009 - November 2009
Skills
Series 7, Mutual Funds, Retirement, Insurance, IRAs, Retirement Planning, Asset Allocation, Financial Services, Investment Strategies, Wealth Management, Financial Analysis, Financial Advisory, Finance
Education
Penn State University 2005 — 2009
Bachelor of Arts (BA), Finance, General
Charlie Frazier's Merrill Lynch Experience June 2009 - August 2009
Job
Industry Accounting
Experience
KPMG US October 2014 - April 2015
KPMG US October 2012 - July 2014
KPMG June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, US GAAP, Valuation, Auditing, Internal Controls, Due Diligence, Financial Accounting, SEC filings, GAAP, Wealth Management, Fixed Income, Financial Statements
Education
Penn State University 2007 — 2012
Master of Accounting
KPMG US October 2014 - April 2015
KPMG US October 2012 - July 2014
KPMG June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, US GAAP, Valuation, Auditing, Internal Controls, Due Diligence, Financial Accounting, SEC filings, GAAP, Wealth Management, Fixed Income, Financial Statements
Education
Penn State University 2007 — 2012
Master of Accounting
Matt Lyman's Merrill Lynch Experience April 2011 - Present
Job Vice PresidentWealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Morgan Stanley March 1996 - April 2011
Skills
Wealth Management..., IRAs, 401k Rollovers, Bonds, Financial Advisory, Securities, Investment Strategies, Strategic Financial..., Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Retirement, Strategic Planning, Retirement Planning, Asset Allocation, Investment Advisory, 401k, Options, Investment Management, Separately Managed..., Alternative Investments, Financial Planning, Asset Managment, Hedge Funds, Mortgage Lending, Series 6, Series 65
Education
Penn State University 1988 — 1992
BS
Merrill Lynch April 2011 - Present
Morgan Stanley March 1996 - April 2011
Skills
Wealth Management..., IRAs, 401k Rollovers, Bonds, Financial Advisory, Securities, Investment Strategies, Strategic Financial..., Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Retirement, Strategic Planning, Retirement Planning, Asset Allocation, Investment Advisory, 401k, Options, Investment Management, Separately Managed..., Alternative Investments, Financial Planning, Asset Managment, Hedge Funds, Mortgage Lending, Series 6, Series 65
Education
Penn State University 1988 — 1992
BS
Melissa Conti Cox's Merrill Lynch Experience March 2008 - April 2015
Job Financial Advisor
Industry Financial Services
Experience
HBKS Wealth Advisors August 2015 - Present
PNC April 2015 - August 2015
Merrill Lynch March 2008 - April 2015
Skills
Customer Service, Finance, Sales, Marketing
Education
Penn State University 2002 — 2005
B.S., Finance
HBKS Wealth Advisors August 2015 - Present
PNC April 2015 - August 2015
Merrill Lynch March 2008 - April 2015
Skills
Customer Service, Finance, Sales, Marketing
Education
Penn State University 2002 — 2005
B.S., Finance
Richa Dhungana's Merrill Lynch Experience June 2009 - August 2009
Job Recent Graduate
Industry Financial Services
Experience
Merrill Lynch June 2009 - August 2009
Harleysville Saving Bank September 2003 - April 2005
The Spice Smuggler January 2000 - January 2002
TNT Courier Service January 1998 - January 2000
Hotel Association of Nepal January 1997 - January 1998
Skills
Financial Analysis
Education
Penn State University 2007 — 2009
Bachelor of Science, Business Administration
Tribhuvan University 1997 — 2000
B.B.A, Finance and Marketing
Merrill Lynch June 2009 - August 2009
Harleysville Saving Bank September 2003 - April 2005
The Spice Smuggler January 2000 - January 2002
TNT Courier Service January 1998 - January 2000
Hotel Association of Nepal January 1997 - January 1998
Skills
Financial Analysis
Education
Penn State University 2007 — 2009
Bachelor of Science, Business Administration
Tribhuvan University 1997 — 2000
B.B.A, Finance and Marketing
Denny Yu's Merrill Lynch Experience December 2010 - December 2011
Job Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2013 - Present
BNY Mellon December 2011 - October 2013
Merrill Lynch December 2010 - December 2011
Merrill Lynch November 2009 - December 2010
Skills
Project Management, Business Development, Customer Service, Investments, Management, Microsoft Office, Financial Analysis, Microsoft Excel, Leadership, Financial Services, Financial Modeling, Finance, Analysis, Market Research
Education
Penn State University 2002 — 2006
B.S., Management
Goldman Sachs October 2013 - Present
BNY Mellon December 2011 - October 2013
Merrill Lynch December 2010 - December 2011
Merrill Lynch November 2009 - December 2010
Skills
Project Management, Business Development, Customer Service, Investments, Management, Microsoft Office, Financial Analysis, Microsoft Excel, Leadership, Financial Services, Financial Modeling, Finance, Analysis, Market Research
Education
Penn State University 2002 — 2006
B.S., Management
David Moskovitz's Merrill Lynch Experience July 2010 - December 2010
Job Commercial Real Estate Analyst at RBS Citizens Financial Group
Industry Financial Services
Experience
RBS Citizens Financial Group March 2014 - Present
LEAF Commercial Capital, Inc. February 2011 - March 2014
Merrill Lynch July 2010 - December 2010
LEAF Financial Corporation June 2005 - August 2009
Skills
Portfolio Management, Finance, Investments, Financial Statement..., Credit Analysis, Risk Management, Strategic Financial..., Financial Services, Leadership, Due Diligence, Analysis, Accounting, Forecasting, Credit, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Upper Dublin High School
RBS Citizens Financial Group March 2014 - Present
LEAF Commercial Capital, Inc. February 2011 - March 2014
Merrill Lynch July 2010 - December 2010
LEAF Financial Corporation June 2005 - August 2009
Skills
Portfolio Management, Finance, Investments, Financial Statement..., Credit Analysis, Risk Management, Strategic Financial..., Financial Services, Leadership, Due Diligence, Analysis, Accounting, Forecasting, Credit, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Upper Dublin High School
Avya Daver's Merrill Lynch Experience June 2010 - August 2010
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 2014 - Present
Wells Fargo Securities June 2012 - August 2012
UNC Investment Society September 2010 - January 2012
GE Capital June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
TruMark Financial Credit Union November 2008 - August 2010
Skills
Excel, PowerPoint, Investments, Business Modeling, Microsoft Excel, Portfolio Management, Trading, Derivatives, Financial Services, Bloomberg, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Bachelor's Degree, Finance
Penn State University 2008 — 2010
Finance
Deer Valley High School 2004 — 2008
Goldman Sachs January 2014 - Present
Wells Fargo Securities June 2012 - August 2012
UNC Investment Society September 2010 - January 2012
GE Capital June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
TruMark Financial Credit Union November 2008 - August 2010
Skills
Excel, PowerPoint, Investments, Business Modeling, Microsoft Excel, Portfolio Management, Trading, Derivatives, Financial Services, Bloomberg, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Bachelor's Degree, Finance
Penn State University 2008 — 2010
Finance
Deer Valley High School 2004 — 2008
Patrick Carpio's Merrill Lynch Experience July 2012 - September 2012
Job Internal Consultant Dedicated Partner for Merrill Edge West Coast Region at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2012 - Present
Merrill Lynch July 2012 - September 2012
Merrill Lynch October 2011 - July 2012
Merrill Lynch July 2009 - October 2011
Merrill Lynch January 2008 - July 2009
Lynx Capital Partners August 2003 - December 2007
Skills
Financial Modeling, Wealth Management, Training, Financial Analysis, Sales, Series 7, Leadership, Series 63, Mutual Funds, Uniform Combined State...
Education
Penn State University 1999 — 2003
BS, Finance
Merrill Edge September 2012 - Present
Merrill Lynch July 2012 - September 2012
Merrill Lynch October 2011 - July 2012
Merrill Lynch July 2009 - October 2011
Merrill Lynch January 2008 - July 2009
Lynx Capital Partners August 2003 - December 2007
Skills
Financial Modeling, Wealth Management, Training, Financial Analysis, Sales, Series 7, Leadership, Series 63, Mutual Funds, Uniform Combined State...
Education
Penn State University 1999 — 2003
BS, Finance
Kyle White's Merrill Lynch Experience June 2010 - August 2010
Job Professional Development
Industry Investment Management
Experience
Point72 Asset Management September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Merrill Lynch June 2010 - August 2010
Sears Holdings Corporation October 2008 - November 2009
Skills
Equities, Analysis, Financial Analysis, Investments, Portfolio Management, Wealth Management, Financial Advisory, Bloomberg, Factset
Education
Penn State University 2009 — 2013
BS, Finance
Point72 Asset Management September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Merrill Lynch June 2010 - August 2010
Sears Holdings Corporation October 2008 - November 2009
Skills
Equities, Analysis, Financial Analysis, Investments, Portfolio Management, Wealth Management, Financial Advisory, Bloomberg, Factset
Education
Penn State University 2009 — 2013
BS, Finance
Rick Halbom's Merrill Lynch Experience 2010 - 2012
Job Experenced Sales Professional
Industry Building Materials
Experience
The Pennysylvania Lottery 2012 - Present
Merrill Lynch 2010 - 2012
Environmental Geosynthetics, Inc. 1989 - 2009
Skills
Construction Materials, Geotextiles, Geomembranes, Concrete Accessories, Power tools
Education
Penn State University
BA International Relations
The Pennysylvania Lottery 2012 - Present
Merrill Lynch 2010 - 2012
Environmental Geosynthetics, Inc. 1989 - 2009
Skills
Construction Materials, Geotextiles, Geomembranes, Concrete Accessories, Power tools
Education
Penn State University
BA International Relations
Gregg Johns's Merrill Lynch Experience October 1988 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1988 - Present
Education
Penn State University 1983 — 1987
BS, Finance
Merrill Lynch October 1988 - Present
Education
Penn State University 1983 — 1987
BS, Finance
Salvatore Pantalone MBA/CPA/CGMA/Series 27 & 99's Merrill Lynch Experience 1994 - 1999
Job Senior Manager Financial Operations Principal & Treasurer
Industry Financial Services
Experience
Vanguard 2006 - Present
Susquehanna International Group 1999 - 2006
Merrill Lynch 1994 - 1999
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Securities, Series 24, Equities, Fixed Income, Investments, Bloomberg, Capital Markets, Derivatives, Accounting, Financial Regulation, Trading
Education
Penn State University
Bachelor of Science, Business
Widener University
Master of Business Administration, Accounting
Vanguard 2006 - Present
Susquehanna International Group 1999 - 2006
Merrill Lynch 1994 - 1999
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Securities, Series 24, Equities, Fixed Income, Investments, Bloomberg, Capital Markets, Derivatives, Accounting, Financial Regulation, Trading
Education
Penn State University
Bachelor of Science, Business
Widener University
Master of Business Administration, Accounting
Kevin Finan, CFA's Merrill Lynch Experience May 2007 - September 2007
Job CFO at Sound Energy Partners, Inc.
Industry Financial Services
Experience
Sound Energy Partners, Inc. January 2015 - Present
Sound Energy Partners, Inc. June 2008 - December 2014
Merrill Lynch May 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Financial Analysis
Education
Penn State University 2004 — 2008
Bachelor of Science (BS), Finance
Sound Energy Partners, Inc. January 2015 - Present
Sound Energy Partners, Inc. June 2008 - December 2014
Merrill Lynch May 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Financial Analysis
Education
Penn State University 2004 — 2008
Bachelor of Science (BS), Finance
Brett Siegel's Merrill Lynch Experience June 2012 - August 2012
Job Account Representative at Canon Solutions America
Industry
Experience
Canon Solutions America February 2014 - January 2015
Merrill Lynch June 2012 - August 2012
Skills
Cold Calling
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Telecommunications
Canon Solutions America February 2014 - January 2015
Merrill Lynch June 2012 - August 2012
Skills
Cold Calling
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Telecommunications
Hiren Rathod's Merrill Lynch Experience August 2006 - February 2010
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch August 2006 - February 2010
Tekmark Global Solutions August 2005 - August 2006
Independent Contractor February 2004 - July 2005
Skills
Solution Development, Team Management, .NET, C#, JavaScript, ASP.NET MVC, Amazon Web Services..., Visual Studio, Linux, jQuery, ASP.NET, PostgreSQL, TFS, Oracle SQL, Microsoft SQL Server, DB2, Windows Server, WCF, MySQL, IBM Content Manager, IIS, Nginx, CSS
Education
Penn State University 2000 — 2004
Bachelor's degree, Computer Science
Bank of America Merrill Lynch February 2010 - Present
Merrill Lynch August 2006 - February 2010
Tekmark Global Solutions August 2005 - August 2006
Independent Contractor February 2004 - July 2005
Skills
Solution Development, Team Management, .NET, C#, JavaScript, ASP.NET MVC, Amazon Web Services..., Visual Studio, Linux, jQuery, ASP.NET, PostgreSQL, TFS, Oracle SQL, Microsoft SQL Server, DB2, Windows Server, WCF, MySQL, IBM Content Manager, IIS, Nginx, CSS
Education
Penn State University 2000 — 2004
Bachelor's degree, Computer Science
Peter Novak's Merrill Lynch Experience January 2000 - May 2004
Job SVP, Head of Platform Analytics at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2009 - Present
Deloitte May 2004 - September 2009
Merrill Lynch January 2000 - May 2004
Skills
Investment Management, Certified Investment..., Mutual Funds, Institutional..., Alternative Investments, Asset Allocation, Series 7, Series 24, Series 63, Due Diligence, Model Portfolios, Portfolio Assessment, Portfolio Management
Education
Penn State University 1992 — 1996
Bachelor of Science (B.S.), Accounting
OppenheimerFunds September 2009 - Present
Deloitte May 2004 - September 2009
Merrill Lynch January 2000 - May 2004
Skills
Investment Management, Certified Investment..., Mutual Funds, Institutional..., Alternative Investments, Asset Allocation, Series 7, Series 24, Series 63, Due Diligence, Model Portfolios, Portfolio Assessment, Portfolio Management
Education
Penn State University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Kenneth Duca's Merrill Lynch Experience 2004 - 2009
Job HR Compensation at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management 2013 - Present
The Blackstone Group 2009 - 2013
Merrill Lynch 2004 - 2009
Lehman Brothers 2003 - 2004
Mellon Financial 2002 - 2003
PwC 1999 - 2002
Skills
Deferred Compensation, Human Resources
Education
Penn State University 1995 — 1999
Bachelor of Science: Finance, Minor: Real Estate, Business/Finance/Real Estate
Och-Ziff Capital Management 2013 - Present
The Blackstone Group 2009 - 2013
Merrill Lynch 2004 - 2009
Lehman Brothers 2003 - 2004
Mellon Financial 2002 - 2003
PwC 1999 - 2002
Skills
Deferred Compensation, Human Resources
Education
Penn State University 1995 — 1999
Bachelor of Science: Finance, Minor: Real Estate, Business/Finance/Real Estate
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank