Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jeff Otto Jeff Otto's Merrill Lynch Experience July 2004 - July 2007
Job Director, Product Marketing at Salesforce
Industry Information Technology and Services
Experience
Salesforce February 2015 - Present
salesforce.com May 2014 - Present
Infinite Invention March 2014 - Present
Morgan Stanley June 2012 - March 2014
Incenergy December 2011 - June 2012
Incenergy December 2009 - January 2012
Element Markets June 2008 - August 2008
Merrill Lynch July 2004 - July 2007
Skills
Product Management, Marketing Strategy, Product Marketing, Management, Strategic Partnerships, Market Analysis, CRM, Content Marketing, Direct Sales, Contract Negotiation, Strategic Planning, Public Speaking, New Business Development, Cloud Computing, Start-ups, Energy Efficiency, Financial Modeling, Strategy, Product Development, Energy Conservation, Forecasting, Financial Analysis, Key Account Management, Smart Grid, Business Development, Renewable Energy, Cross-functional..., Metrics Reporting, Business Analysis, Channel Management, Agile Methodologies, Energy, People Development, Energy Management, Project Management, Business Strategy, Channel Expansion, Channel Optimization, Consultative Selling, Partner Management, Channel Partners, Monte Carlo Simulation, Sensitivity Analysis, User Experience Testing, Influence Without..., Multi-media Marketing..., Building Brand Awareness
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Finance
Pennsylvania State University - Main Campus 1999 — 2003
Bachelor of Science, Information Sciences and Technology
Salesforce February 2015 - Present
salesforce.com May 2014 - Present
Infinite Invention March 2014 - Present
Morgan Stanley June 2012 - March 2014
Incenergy December 2011 - June 2012
Incenergy December 2009 - January 2012
Element Markets June 2008 - August 2008
Merrill Lynch July 2004 - July 2007
Skills
Product Management, Marketing Strategy, Product Marketing, Management, Strategic Partnerships, Market Analysis, CRM, Content Marketing, Direct Sales, Contract Negotiation, Strategic Planning, Public Speaking, New Business Development, Cloud Computing, Start-ups, Energy Efficiency, Financial Modeling, Strategy, Product Development, Energy Conservation, Forecasting, Financial Analysis, Key Account Management, Smart Grid, Business Development, Renewable Energy, Cross-functional..., Metrics Reporting, Business Analysis, Channel Management, Agile Methodologies, Energy, People Development, Energy Management, Project Management, Business Strategy, Channel Expansion, Channel Optimization, Consultative Selling, Partner Management, Channel Partners, Monte Carlo Simulation, Sensitivity Analysis, User Experience Testing, Influence Without..., Multi-media Marketing..., Building Brand Awareness
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Finance
Pennsylvania State University - Main Campus 1999 — 2003
Bachelor of Science, Information Sciences and Technology
Michael Delahousaye Michael Delahousaye's Merrill Lynch Experience 1985 - 1992
Job Business Development at Deloitte
Industry Internet
Experience
Deloitte November 2014 - Present
The UC Theatre August 2014 - Present
Clock Four 2012 - October 2014
Razorfish Global (A Publicis Agency) May 2009 - 2012
Tribal DDB (an Omnicom Agency) September 2006 - May 2009
Agency.com (an Omnicom Agency) August 2003 - September 2006
R/GA (an IPG Agency) September 2000 - September 2002
A&E 1993 - 2000
Merrill Lynch 1985 - 1992
Skills
Digital Strategy, Advertising, Customer Insight, Digital Marketing, Internet Strategy, Brand Management, CRM, Creative Direction, Marketing, New Business Development, Business Development, Interactive Marketing, Online Advertising, Integrated Marketing, Web Design, Creative Strategy, Mobile Applications, Social Media Marketing, Brand Development, Product Marketing, Social Media, Content Strategy, B2B, User Experience, Interactive Advertising, Strategy, Digital Media, Marketing Strategy, Analytics, Google Analytics, Online Marketing
Education
Pepperdine University
BA, Economics, Communications
Deloitte November 2014 - Present
The UC Theatre August 2014 - Present
Clock Four 2012 - October 2014
Razorfish Global (A Publicis Agency) May 2009 - 2012
Tribal DDB (an Omnicom Agency) September 2006 - May 2009
Agency.com (an Omnicom Agency) August 2003 - September 2006
R/GA (an IPG Agency) September 2000 - September 2002
A&E 1993 - 2000
Merrill Lynch 1985 - 1992
Skills
Digital Strategy, Advertising, Customer Insight, Digital Marketing, Internet Strategy, Brand Management, CRM, Creative Direction, Marketing, New Business Development, Business Development, Interactive Marketing, Online Advertising, Integrated Marketing, Web Design, Creative Strategy, Mobile Applications, Social Media Marketing, Brand Development, Product Marketing, Social Media, Content Strategy, B2B, User Experience, Interactive Advertising, Strategy, Digital Media, Marketing Strategy, Analytics, Google Analytics, Online Marketing
Education
Pepperdine University
BA, Economics, Communications
Daniel Frees Daniel Frees's Merrill Lynch Experience June 2007 - September 2007
Job Associate at DAUM Commercial Real Estate Services
Industry Commercial Real Estate
Experience
DAUM Commercial Real Estate Services July 2012 - Present
Brentwood Asset Advisors June 2011 - July 2012
Pepperdine University October 2010 - April 2011
Hoefflin & Associates June 2008 - January 2009
Merrill Lynch June 2007 - September 2007
Skills
Leases, Valuation, Commercial Real Estate, Sales, Golf, Portfolio Management, Property, Tenant, Disposition, Real Estate Economics, Brokerage, Sellers, Kicking Ass, Location Intelligence, Sniper, Long Distance, Dispositions, Social Media, Microsoft Office, Real Estate, Deep Freeze
Education
Pepperdine University 2008 — 2012
B.A, Economics; Marketing Minor
DAUM Commercial Real Estate Services July 2012 - Present
Brentwood Asset Advisors June 2011 - July 2012
Pepperdine University October 2010 - April 2011
Hoefflin & Associates June 2008 - January 2009
Merrill Lynch June 2007 - September 2007
Skills
Leases, Valuation, Commercial Real Estate, Sales, Golf, Portfolio Management, Property, Tenant, Disposition, Real Estate Economics, Brokerage, Sellers, Kicking Ass, Location Intelligence, Sniper, Long Distance, Dispositions, Social Media, Microsoft Office, Real Estate, Deep Freeze
Education
Pepperdine University 2008 — 2012
B.A, Economics; Marketing Minor
Amy Haverty (Scharadin) Amy Haverty (Scharadin)'s Merrill Lynch Experience 2005 - 2005
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Smith Barney May 2009 - Present
Morgan Stanley September 2005 - Present
Morgan Stanley October 2005 - December 2006
Merrill Lynch 2005 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch 2001 - 2005
Morgan Stanley 2001 - 2002
Merrill Lynch June 1999 - July 2001
Skills
Change Management, Training, SDLC, Business Analysis, Management, Talent Management, Quality Assurance, Portfolio Management, Risk Management, Project Portfolio..., Financial Services, Vendor Management, PMO, Program Management, IT Strategy, Equities, Project Management
Education
Emmaus
Penn State University
Morgan Stanley January 2015 - Present
Morgan Stanley Smith Barney May 2009 - Present
Morgan Stanley September 2005 - Present
Morgan Stanley October 2005 - December 2006
Merrill Lynch 2005 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch 2001 - 2005
Morgan Stanley 2001 - 2002
Merrill Lynch June 1999 - July 2001
Skills
Change Management, Training, SDLC, Business Analysis, Management, Talent Management, Quality Assurance, Portfolio Management, Risk Management, Project Portfolio..., Financial Services, Vendor Management, PMO, Program Management, IT Strategy, Equities, Project Management
Education
Emmaus
Penn State University
Evan Rosenberg Evan Rosenberg's Merrill Lynch Experience June 2015 - Present
Job Client Associate Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Penn State Learning August 2013 - Present
Nittany Notes August 2014 - December 2014
Rosenberg, Jurash, and Associates May 2014 - August 2014
Ciconte's Pizzeria July 2011 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Mentoring, Writing, Communication, Social Media
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance with a focus in accounting/marketing, 3.57 / 4.00
Cherokee High School 2008 — 2012
High School Diploma, N/A
Merrill Lynch June 2015 - Present
Penn State Learning August 2013 - Present
Nittany Notes August 2014 - December 2014
Rosenberg, Jurash, and Associates May 2014 - August 2014
Ciconte's Pizzeria July 2011 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Mentoring, Writing, Communication, Social Media
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance with a focus in accounting/marketing, 3.57 / 4.00
Cherokee High School 2008 — 2012
High School Diploma, N/A
Chase Overlie Chase Overlie's Merrill Lynch Experience February 2011 - May 2014
Job MBA Candidate, The University of Chicago Booth School of Business
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Merrill Lynch February 2011 - May 2014
Merrill Lynch July 2010 - February 2011
Harvey & Company LLC June 2009 - August 2009
Union Bank of California, N.A. June 2007 - August 2007
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Pepperdine University
Bachelor of Science (BS), Finance, Economics
Swiss Finance Academy
Certificate, Capital Markets, Investment Banking
The Bishop's School
Morgan Stanley June 2015 - August 2015
Merrill Lynch February 2011 - May 2014
Merrill Lynch July 2010 - February 2011
Harvey & Company LLC June 2009 - August 2009
Union Bank of California, N.A. June 2007 - August 2007
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Pepperdine University
Bachelor of Science (BS), Finance, Economics
Swiss Finance Academy
Certificate, Capital Markets, Investment Banking
The Bishop's School
Don DiDonato Don DiDonato's Merrill Lynch Experience September 1994 - March 2001
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Morgan Stanley Wealth Management October 2002 - June 2013
Merrill Lynch September 1994 - March 2001
Education
Penn State University 1990 — 1994
Bachlor of Science, Marketing
PNC Investments November 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Morgan Stanley Wealth Management October 2002 - June 2013
Merrill Lynch September 1994 - March 2001
Education
Penn State University 1990 — 1994
Bachlor of Science, Marketing
Ricardo Gharzouzi Ricardo Gharzouzi's Merrill Lynch Experience June 1997 - July 1998
Job Ventas en Lacetex
Industry Wholesale
Experience
Lacetex August 1998 - Present
Merrill Lynch June 1997 - July 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales Management, Negotiation, New Business Development, Strategic Planning, Microsoft Word, Sales, Purchasing, Inventory Management, Account Management, PowerPoint, Retail, Budgets
Education
Pepperdine University 1992 — 1996
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
Lacetex August 1998 - Present
Merrill Lynch June 1997 - July 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales Management, Negotiation, New Business Development, Strategic Planning, Microsoft Word, Sales, Purchasing, Inventory Management, Account Management, PowerPoint, Retail, Budgets
Education
Pepperdine University 1992 — 1996
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
George Lin, CPA George Lin, CPA's Merrill Lynch Experience February 2007 - January 2009
Job Director of Financial Reporting at Fanatics, Inc.
Industry Financial Services
Experience
Fanatics, Inc. July 2013 - Present
The Blackstone Group February 2009 - July 2013
Merrill Lynch February 2007 - January 2009
Skills
Accounting, Financial Reporting, Consolidation, Accounting Policy, Monthly Closing, Financial Statements, Financial Accounting, Carried Interest and..., Financial Audits, Management Accounting, SEC filings, Consolidated Financial..., Due Diligence, Corporate Finance, Business Law, Commercial Litigation
Education
Penn State University 2002 — 2006
Bachelor's Degree, Accounting
Fanatics, Inc. July 2013 - Present
The Blackstone Group February 2009 - July 2013
Merrill Lynch February 2007 - January 2009
Skills
Accounting, Financial Reporting, Consolidation, Accounting Policy, Monthly Closing, Financial Statements, Financial Accounting, Carried Interest and..., Financial Audits, Management Accounting, SEC filings, Consolidated Financial..., Due Diligence, Corporate Finance, Business Law, Commercial Litigation
Education
Penn State University 2002 — 2006
Bachelor's Degree, Accounting
Mark Mezzone Mark Mezzone's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Deloitte February 2011 - June 2014
Deloitte February 2011 - 2013
Merrill Lynch May 2010 - August 2010
Skills
Financial Analysis, Business Process Design, Financial Modeling, Oracle E-Business Suite, Business Process..., Business Process..., Management Consulting, Process Improvement, Business Analysis, Business Intelligence, Business Transformation, ERP, PMO, IT Strategy, Business Process, Data Analysis, Project Management
Education
Penn State University 2007 — 2010
Bachelor's Degree, Finance
Merrill Lynch June 2014 - Present
Deloitte February 2011 - June 2014
Deloitte February 2011 - 2013
Merrill Lynch May 2010 - August 2010
Skills
Financial Analysis, Business Process Design, Financial Modeling, Oracle E-Business Suite, Business Process..., Business Process..., Management Consulting, Process Improvement, Business Analysis, Business Intelligence, Business Transformation, ERP, PMO, IT Strategy, Business Process, Data Analysis, Project Management
Education
Penn State University 2007 — 2010
Bachelor's Degree, Finance
Brian Colsher Brian Colsher's Merrill Lynch Experience November 2007 - September 2009
Job VP, SAP Configuration at Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
Bank of America November 2013 - January 2015
Bank of America June 2011 - November 2013
Bank of America September 2009 - June 2011
Merrill Lynch November 2007 - September 2009
State Street August 2007 - November 2007
Skills
Financial Analysis, Business Process..., Internal Controls, Financial Modeling, Account Reconciliation, Data Analysis, Financial Reporting, SAP FICO, SAP FI/CO Configuration, SAP Implementation, SAP Financial, SAP Accounting, SAP BI, SAP BW, Finance Transformation, Project Management, Cross-functional..., Cross-functional Team..., Leadership, Microsoft Excel, Data Management, Financial Risk, Data Conversion, Oracle Applications, Change Management, Banking, Finance, Process Improvement, Business Transformation, SDLC
Education
Pennsylvania State University 2003 — 2007
B.S., Economics
Bank of America January 2015 - Present
Bank of America November 2013 - January 2015
Bank of America June 2011 - November 2013
Bank of America September 2009 - June 2011
Merrill Lynch November 2007 - September 2009
State Street August 2007 - November 2007
Skills
Financial Analysis, Business Process..., Internal Controls, Financial Modeling, Account Reconciliation, Data Analysis, Financial Reporting, SAP FICO, SAP FI/CO Configuration, SAP Implementation, SAP Financial, SAP Accounting, SAP BI, SAP BW, Finance Transformation, Project Management, Cross-functional..., Cross-functional Team..., Leadership, Microsoft Excel, Data Management, Financial Risk, Data Conversion, Oracle Applications, Change Management, Banking, Finance, Process Improvement, Business Transformation, SDLC
Education
Pennsylvania State University 2003 — 2007
B.S., Economics
Joseph Tumillo Joseph Tumillo's Merrill Lynch Experience March 2015 - Present
Job Global Wealth & Investment Management Capital Markets Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch June 2014 - August 2014
AIG May 2013 - August 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2012 - January 2013
Skills
Financial Analysis, Microsoft Excel, Outlook, Accounting, SAP, Ariba, Bloomberg Terminal, Access, Analysis, Data Analysis, Finance, Forecasting, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Bordentown Regional High School 2006 — 2010
Merrill Lynch March 2015 - Present
Merrill Lynch June 2014 - August 2014
AIG May 2013 - August 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2012 - January 2013
Skills
Financial Analysis, Microsoft Excel, Outlook, Accounting, SAP, Ariba, Bloomberg Terminal, Access, Analysis, Data Analysis, Finance, Forecasting, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Bordentown Regional High School 2006 — 2010
Elizabeth Roscoe Elizabeth Roscoe's Merrill Lynch Experience 1989 - 1995
Job Trainer/Training Coordinator | I help banks, attorneys & title companies improve their productivity
Industry Financial Services
Experience
Millennium Software Developers, Inc., 2005 - Present
Monticello Bank/Mortgage Lion 2004 - 2005
Monticello Bank/Mortgage Lion 2003 - 2004
Florida Bank 2000 - 2002
First Union National Bank 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Training & Development, Instructor-led Training, Job-Aids, Corporate Training, Technical Training, Soft Skills, ADDIE, Training Delivery, E-Learning, VILT, Training Evaluation, Coaching, Banking, Staff Development, Adult Learning..., Custom Content..., Curriculum Development, Needs/Skills Assessment, Activity/Job Aid Design, Evaluation/Gap Analysis, Computer-Based Training, Web-Based Training, Workshop Presentations, WebEx, GoToMeeting, Technical Skills, Train the Trainer, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commerical Mortgages, Mortgage Processing, Presentations Skills, Communication Skills, Employee Training, Cold Calling, Needs Analysis, Sales, Team Building, Credit
Education
Florida State College
Associate’s Degree
Pensacola State College
Ward Clerk Certification
Millennium Software Developers, Inc., 2005 - Present
Monticello Bank/Mortgage Lion 2004 - 2005
Monticello Bank/Mortgage Lion 2003 - 2004
Florida Bank 2000 - 2002
First Union National Bank 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Training & Development, Instructor-led Training, Job-Aids, Corporate Training, Technical Training, Soft Skills, ADDIE, Training Delivery, E-Learning, VILT, Training Evaluation, Coaching, Banking, Staff Development, Adult Learning..., Custom Content..., Curriculum Development, Needs/Skills Assessment, Activity/Job Aid Design, Evaluation/Gap Analysis, Computer-Based Training, Web-Based Training, Workshop Presentations, WebEx, GoToMeeting, Technical Skills, Train the Trainer, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commerical Mortgages, Mortgage Processing, Presentations Skills, Communication Skills, Employee Training, Cold Calling, Needs Analysis, Sales, Team Building, Credit
Education
Florida State College
Associate’s Degree
Pensacola State College
Ward Clerk Certification
Andrew Longman Andrew Longman's Merrill Lynch Experience January 2011 - September 2012
Job Associate Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank December 2013 - Present
Citi October 2012 - December 2013
Merrill Lynch January 2011 - September 2012
Bank of America August 2009 - January 2011
Bank of America January 2008 - August 2009
Bank of America December 2006 - January 2008
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Asset Allocation, 401k Rollovers, Separately Managed..., Investment Strategies, Mutual Funds, Finance, Financial Services, Loans, Relationship Management, Uniform Combined State..., Portfolio Management
Education
Pepperdine University 2002 — 2006
B.A., Economics
Citi Private Bank December 2013 - Present
Citi October 2012 - December 2013
Merrill Lynch January 2011 - September 2012
Bank of America August 2009 - January 2011
Bank of America January 2008 - August 2009
Bank of America December 2006 - January 2008
Skills
Series 7, Series 66, Retirement Planning, Wealth Management, Asset Allocation, 401k Rollovers, Separately Managed..., Investment Strategies, Mutual Funds, Finance, Financial Services, Loans, Relationship Management, Uniform Combined State..., Portfolio Management
Education
Pepperdine University 2002 — 2006
B.A., Economics
Don Arnold Don Arnold's Merrill Lynch Experience 1986 - 1989
Job Brigadier GeneralChief of Staff at 47th New Mexico Regiment Honor Guard
Industry Capital Markets
Experience
Corridor Foundation January 1989 - Present
47th New Mexico Regiment - Honor Guard 2005 - Present
Veterans Advocate 2005 - 2012
Merrill Lynch 1986 - 1989
Eppler, Guerin & Turner NYSE 1983 - 1986
Boettcher & Co. NYSE 1979 - 1983
American Indian National Bank 1976 - 1979
North West State Bank 1973 - 1976
NM Army National Guard 1971 - 1975
First National Bank 1971 - 1973
Skills
Asset Management, Banking, Strategy, Economics, Project Management, Analysis, Financial Services, Options, Finance, Fixed Income, Bonds, Financial Modeling, Business Analysis, Valuation, Derivatives, Investment Banking, Equities, Capital Markets, Securities
Education
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration (M.B.A.)
University of Albuquerque
Economics
Pepperdine University
Economics
Oklahoma State University 1964 — 1965
Pre-Law Studies
Midwest City High School-Midwest City Oklahoma
Corridor Foundation January 1989 - Present
47th New Mexico Regiment - Honor Guard 2005 - Present
Veterans Advocate 2005 - 2012
Merrill Lynch 1986 - 1989
Eppler, Guerin & Turner NYSE 1983 - 1986
Boettcher & Co. NYSE 1979 - 1983
American Indian National Bank 1976 - 1979
North West State Bank 1973 - 1976
NM Army National Guard 1971 - 1975
First National Bank 1971 - 1973
Skills
Asset Management, Banking, Strategy, Economics, Project Management, Analysis, Financial Services, Options, Finance, Fixed Income, Bonds, Financial Modeling, Business Analysis, Valuation, Derivatives, Investment Banking, Equities, Capital Markets, Securities
Education
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration (M.B.A.)
University of Albuquerque
Economics
Pepperdine University
Economics
Oklahoma State University 1964 — 1965
Pre-Law Studies
Midwest City High School-Midwest City Oklahoma
Christine Sakach Christine Sakach's Merrill Lynch Experience October 1993 - February 2009
Job Senior Advisor at FINRA
Industry Financial Services
Experience
FINRA September 2010 - Present
Merrill Lynch October 1993 - February 2009
U.S. Securities and Exchange Commission October 1985 - October 1993
U.S. Securities and Exchange Commission October 1985 - October 1993
Education
The George Washington University Law School 1981 — 1985
J.D.
Penn State University 1976 — 1981
B.A., Political Science
FINRA September 2010 - Present
Merrill Lynch October 1993 - February 2009
U.S. Securities and Exchange Commission October 1985 - October 1993
U.S. Securities and Exchange Commission October 1985 - October 1993
Education
The George Washington University Law School 1981 — 1985
J.D.
Penn State University 1976 — 1981
B.A., Political Science
Casey Upson's Merrill Lynch Experience August 2000 - August 2005
Job Owner / Director at Literacy Edge
Industry Higher Education
Experience
Princeton Day School August 2014 - Present
Literacy Edge LLC May 2013 - Present
The College of New Jersey August 2011 - Present
Princeton Public Schools September 2012 - August 2014
Teachers College, Columbia University August 2010 - 2011
Princeton Public Schools September 2006 - 2010
Princeton Day School September 2005 - June 2006
Merrill Lynch August 2000 - August 2005
Skills
Elementary Education, Higher Education, Balanced Literacy, Teaching, Educational Leadership
Education
Teachers College of Columbia University 2007 — 2009
Masters of Education, Literacy Specialist
Penn State University 1996 — 2000
Bachelor's degree, Communication and Media Studies
Princeton Day School August 2014 - Present
Literacy Edge LLC May 2013 - Present
The College of New Jersey August 2011 - Present
Princeton Public Schools September 2012 - August 2014
Teachers College, Columbia University August 2010 - 2011
Princeton Public Schools September 2006 - 2010
Princeton Day School September 2005 - June 2006
Merrill Lynch August 2000 - August 2005
Skills
Elementary Education, Higher Education, Balanced Literacy, Teaching, Educational Leadership
Education
Teachers College of Columbia University 2007 — 2009
Masters of Education, Literacy Specialist
Penn State University 1996 — 2000
Bachelor's degree, Communication and Media Studies
Lawrence Bender Lawrence Bender's Merrill Lynch Experience March 2002 - December 2004
Job Vice President Client Services at CBAY Transcription Services Inc
Industry Information Technology and Services
Experience
CBAY Transcription Services Inc January 2005 - Present
Merrill Lynch March 2002 - December 2004
Philadelphia Plastic Surgeons January 1998 - September 2001
Skills
Account Management, Vendor Management, Project Management, Program Management, Process Improvement, Enterprise Software, Strategic Planning, Business Analysis, Business Development, Cloud Computing, Change Management, Client-focused, Client Training, MacBook, Healthcare, HIPAA
Education
Pennsylvania College of Technology 2000 — 2004
Bachelor degree in Managerial Information Systems, Business Administration and Management, General
CBAY Transcription Services Inc January 2005 - Present
Merrill Lynch March 2002 - December 2004
Philadelphia Plastic Surgeons January 1998 - September 2001
Skills
Account Management, Vendor Management, Project Management, Program Management, Process Improvement, Enterprise Software, Strategic Planning, Business Analysis, Business Development, Cloud Computing, Change Management, Client-focused, Client Training, MacBook, Healthcare, HIPAA
Education
Pennsylvania College of Technology 2000 — 2004
Bachelor degree in Managerial Information Systems, Business Administration and Management, General
Frank Labrusciano's Merrill Lynch Experience May 2012 - August 2012
Job WW GBS Service Line Financial Analyst at IBM
Industry Financial Services
Experience
IBM October 2014 - Present
IBM July 2013 - October 2014
Merrill Lynch May 2012 - August 2012
Colonial Title Work, LLC June 2011 - May 2012
Penn State University August 2011 - January 2012
Education
Penn State University '13 2009 — 2013
Bachelor of Science (B.S.), Finance
Penn State University 2009 — 2013
Minor: Information Systems Management
The Umbra Institute, Perugia, Italy
International Business, Italian Culture Studies
Wall Township High School 2005 — 2009
IBM October 2014 - Present
IBM July 2013 - October 2014
Merrill Lynch May 2012 - August 2012
Colonial Title Work, LLC June 2011 - May 2012
Penn State University August 2011 - January 2012
Education
Penn State University '13 2009 — 2013
Bachelor of Science (B.S.), Finance
Penn State University 2009 — 2013
Minor: Information Systems Management
The Umbra Institute, Perugia, Italy
International Business, Italian Culture Studies
Wall Township High School 2005 — 2009
Christina Patitucci's Merrill Lynch Experience January 2005 - August 2006
Job B2B Account Consultant at Staples Advantage
Industry Business Supplies and Equipment
Experience
Staples Advantage July 2014 - Present
Staples Advantage February 2012 - July 2014
Nutrisystem September 2009 - February 2012
Armani Exchange November 2005 - January 2008
Merrill Lynch January 2005 - August 2006
Radio Disney June 2004 - December 2004
Skills
Customer Service, Salesforce.com, Microsoft Office, Social Media, Microsoft Excel, Social Media Marketing, Cold Calling, Social Networking, Sales, Public Speaking, Leadership, Management, Strategic Planning, Fundraising, Marketing, Business Development, B2B, Lead Generation, Sales Process, Direct Sales, Team Building, Sales Management, Customer Retention, Account Management
Education
Smeal College of BusinessClass of 2009 2007 — 2009
Bachelor of Science, Business/Managerial Economics
Penn State University 2005 — 2009
BS, Business Economics
Wissahickon High School 2001 — 2005
Staples Advantage July 2014 - Present
Staples Advantage February 2012 - July 2014
Nutrisystem September 2009 - February 2012
Armani Exchange November 2005 - January 2008
Merrill Lynch January 2005 - August 2006
Radio Disney June 2004 - December 2004
Skills
Customer Service, Salesforce.com, Microsoft Office, Social Media, Microsoft Excel, Social Media Marketing, Cold Calling, Social Networking, Sales, Public Speaking, Leadership, Management, Strategic Planning, Fundraising, Marketing, Business Development, B2B, Lead Generation, Sales Process, Direct Sales, Team Building, Sales Management, Customer Retention, Account Management
Education
Smeal College of BusinessClass of 2009 2007 — 2009
Bachelor of Science, Business/Managerial Economics
Penn State University 2005 — 2009
BS, Business Economics
Wissahickon High School 2001 — 2005
Daniel Gortman Daniel Gortman's Merrill Lynch Experience July 2012 - December 2012
Job Student
Industry Financial Services
Experience
Penn State University August 2011 - Present
Diamond Stone Trucking June 2011 - Present
Merrill Lynch July 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Financial Analysis, Customer Service, Leadership, Time Management, Public Speaking, Accounting, Research, Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Pennsylvania State University-Penn State Berks 2011 — 2013
Penn State University August 2011 - Present
Diamond Stone Trucking June 2011 - Present
Merrill Lynch July 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Financial Analysis, Customer Service, Leadership, Time Management, Public Speaking, Accounting, Research, Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Pennsylvania State University-Penn State Berks 2011 — 2013
Tylor Love Tylor Love's Merrill Lynch Experience May 2015 - August 2015
Job Student at The Pennsylvania State University
Industry
Experience
Merrill Lynch May 2015 - August 2015
Radwell International UK Ltd - www.PlcCenter.co.uk May 2014 - August 2014
Radwell International May 2013 - August 2013
Logic Medical LLC November 2010 - August 2012
Education
Penn State University 2012 — 2016
Economics
Eastern Regional High Schools 2008 — 2012
Merrill Lynch May 2015 - August 2015
Radwell International UK Ltd - www.PlcCenter.co.uk May 2014 - August 2014
Radwell International May 2013 - August 2013
Logic Medical LLC November 2010 - August 2012
Education
Penn State University 2012 — 2016
Economics
Eastern Regional High Schools 2008 — 2012
Josh Blake Josh Blake's Merrill Lynch Experience June 1997 - September 1997
Job Recruiting Manager at Beacon Hill
Industry Information Technology and Services
Experience
Beacon Hill Staffing Group September 2013 - Present
Modis - IT July 2010 - September 2013
Verify, Inc. September 2008 - July 2010
ManpowerGroup October 2006 - September 2008
Truck Transportation Services November 2002 - June 2006
Pacific Finance Co. November 2001 - November 2002
QuinStreet June 1999 - August 2001
Merrill Lynch June 1997 - September 1997
Skills
Technical Recruiting, Talent Acquisition, Sourcing, Business Development, Contract Recruitment, Applicant Tracking..., Recruiting, Training, Internet Recruiting, Executive Search, Screening, Leadership, College Recruiting, Human Resources, Temporary Placement, Benefits Negotiation, Temporary Staffing, Staffing Services, Cold Calling, Permanent Placement, Screening Resumes, Vendor Management, Interviews, Onboarding, Sales, Staff Augmentation, Account Management, Talent Management, IT Recruitment, Recruitment Advertising, Taleo, Employee Relations, Employer Branding, RPO, Job Fairs, HRIS, Candidate Generation, Hiring, Resume Writing, Workforce Planning, Search, Corporate Recruiting, Job Descriptions
Education
Pepperdine University
Bachelor of Science (BS), Organizational Management
Beacon Hill Staffing Group September 2013 - Present
Modis - IT July 2010 - September 2013
Verify, Inc. September 2008 - July 2010
ManpowerGroup October 2006 - September 2008
Truck Transportation Services November 2002 - June 2006
Pacific Finance Co. November 2001 - November 2002
QuinStreet June 1999 - August 2001
Merrill Lynch June 1997 - September 1997
Skills
Technical Recruiting, Talent Acquisition, Sourcing, Business Development, Contract Recruitment, Applicant Tracking..., Recruiting, Training, Internet Recruiting, Executive Search, Screening, Leadership, College Recruiting, Human Resources, Temporary Placement, Benefits Negotiation, Temporary Staffing, Staffing Services, Cold Calling, Permanent Placement, Screening Resumes, Vendor Management, Interviews, Onboarding, Sales, Staff Augmentation, Account Management, Talent Management, IT Recruitment, Recruitment Advertising, Taleo, Employee Relations, Employer Branding, RPO, Job Fairs, HRIS, Candidate Generation, Hiring, Resume Writing, Workforce Planning, Search, Corporate Recruiting, Job Descriptions
Education
Pepperdine University
Bachelor of Science (BS), Organizational Management
Jason Fuqua Jason Fuqua's Merrill Lynch Experience June 2012 - January 2013
Job Pharmaceutical Sales Specialist AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca February 2013 - Present
Merrill Lynch June 2012 - January 2013
SolomonEdwardsGroup 2011 - June 2012
Gehan Homes 2009 - 2010
Brighton Homes October 2002 - April 2009
Skills
Public Speaking, Customer Service, Contract Management, Legal Research, Recruiting, Talent Acquisition, Financial Services, Technical Recruiting, Financial Analysis, Personal Financial..., Business Development, Finance, Human Resources, Negotiation, New Business Development, Management, Networking, Training, Marketing, Account Management, Leadership, Real Estate, Executive Search, Time Management, Sales, Sourcing, Contract Negotiation, Management Consulting, Budgets, Financial Reporting
Education
Nashville School of Law 1990 — 1993
Law
Pensacola Christian College 1983 — 1989
BA, Prelaw
AstraZeneca February 2013 - Present
Merrill Lynch June 2012 - January 2013
SolomonEdwardsGroup 2011 - June 2012
Gehan Homes 2009 - 2010
Brighton Homes October 2002 - April 2009
Skills
Public Speaking, Customer Service, Contract Management, Legal Research, Recruiting, Talent Acquisition, Financial Services, Technical Recruiting, Financial Analysis, Personal Financial..., Business Development, Finance, Human Resources, Negotiation, New Business Development, Management, Networking, Training, Marketing, Account Management, Leadership, Real Estate, Executive Search, Time Management, Sales, Sourcing, Contract Negotiation, Management Consulting, Budgets, Financial Reporting
Education
Nashville School of Law 1990 — 1993
Law
Pensacola Christian College 1983 — 1989
BA, Prelaw
Kate Yeager's Merrill Lynch Experience April 2009 - July 2013
Job Website Designer at HTH Worldwide
Industry Information Technology and Services
Experience
HTH Worldwide October 2013 - Present
Merrill Lynch April 2009 - July 2013
Thomson Reuters October 2008 - March 2009
Deutsche Bank March 2007 - March 2008
Acme Cryogenics February 2005 - February 2007
Corexcel 2004 - 2005
Skills
Marketing Communications, Marketing, Web Analytics, Marketing Strategy, Strategy, User Experience, Digital Strategy, Internal Communications, Web Design, Web Development, Web Project Management, Adobe Creative Suite, Google Adwords, HTML, HTML emails, Online Marketing, Bootstrap, CSS, SASS
Education
Penn State University 2000 — 2004
BA, Art - Concentration in Jewelry
HTH Worldwide October 2013 - Present
Merrill Lynch April 2009 - July 2013
Thomson Reuters October 2008 - March 2009
Deutsche Bank March 2007 - March 2008
Acme Cryogenics February 2005 - February 2007
Corexcel 2004 - 2005
Skills
Marketing Communications, Marketing, Web Analytics, Marketing Strategy, Strategy, User Experience, Digital Strategy, Internal Communications, Web Design, Web Development, Web Project Management, Adobe Creative Suite, Google Adwords, HTML, HTML emails, Online Marketing, Bootstrap, CSS, SASS
Education
Penn State University 2000 — 2004
BA, Art - Concentration in Jewelry
Justin Kulikowski Justin Kulikowski's Merrill Lynch Experience 2006 - 2006
Job Network Monitoring Engineer
Industry Information Technology and Services
Experience
ADP 2012 - Present
Bank of America Merrill Lynch 2007 - 2012
Internet Marketing Center of Canada 2004 - 2008
Merrill Lynch 2006 - 2006
Penn State University 2005 - 2006
Apress 2005 - 2005
Conrad Weiser Area School District 2001 - 2003
Schlouch Incorporated 2002 - 2002
Skills
Perl, Python, Linux, System Administration, DNS, SQL, MySQL, Troubleshooting, Apache, Market Data, Nagios, Unix, Networking, Solaris, PHP, Network Management..., Scripting
Education
Penn State University
B.S., Information Sciences & Technology
ADP 2012 - Present
Bank of America Merrill Lynch 2007 - 2012
Internet Marketing Center of Canada 2004 - 2008
Merrill Lynch 2006 - 2006
Penn State University 2005 - 2006
Apress 2005 - 2005
Conrad Weiser Area School District 2001 - 2003
Schlouch Incorporated 2002 - 2002
Skills
Perl, Python, Linux, System Administration, DNS, SQL, MySQL, Troubleshooting, Apache, Market Data, Nagios, Unix, Networking, Solaris, PHP, Network Management..., Scripting
Education
Penn State University
B.S., Information Sciences & Technology
Jordan Bass Jordan Bass's Merrill Lynch Experience 2005 - 2005
Job Sr. Manager, eCommerce at FIJI Water
Industry Food & Beverages
Experience
FIJI Water June 2015 - Present
The Wonderful Company January 2014 - Present
SNTech Inc. February 2009 - January 2014
SAIL Capital Partners November 2007 - February 2009
Merrill Lynch 2005 - 2005
Skills
Manufacturing, Cleantech, Start-ups, New Business Development, Sales Management, Product Development, Business Development, International Business, Business Strategy, Renewable Energy, Strategic Partnerships, Strategy, Business Planning, International Sales, Competitive Analysis, Energy, Mergers & Acquisitions, Leadership, Management, Marketing, Team Leadership, Entrepreneurship, Sustainability, Strategic Planning
Education
Pepperdine University 2004 — 2007
Bachelors of Science, Business Administration
Nevada Union High School 2001 — 2002
Upland High School 1998 — 2001
FIJI Water June 2015 - Present
The Wonderful Company January 2014 - Present
SNTech Inc. February 2009 - January 2014
SAIL Capital Partners November 2007 - February 2009
Merrill Lynch 2005 - 2005
Skills
Manufacturing, Cleantech, Start-ups, New Business Development, Sales Management, Product Development, Business Development, International Business, Business Strategy, Renewable Energy, Strategic Partnerships, Strategy, Business Planning, International Sales, Competitive Analysis, Energy, Mergers & Acquisitions, Leadership, Management, Marketing, Team Leadership, Entrepreneurship, Sustainability, Strategic Planning
Education
Pepperdine University 2004 — 2007
Bachelors of Science, Business Administration
Nevada Union High School 2001 — 2002
Upland High School 1998 — 2001
Sean Gillooly's Merrill Lynch Experience May 2010 - August 2010
Job Trader at King Street Capital Management
Industry Financial Services
Experience
King Street Capital Management June 2014 - Present
Morgan Stanley June 2013 - June 2014
Nittany Lion Fund January 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Nittany Lion Fund LLC January 2011 - December 2011
Gardner Lewis Asset Management May 2011 - August 2011
Nittany Lion Fund LLC January 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Excel, Bloomberg, Accounting, Equities, Portfolio Management, Investment Management, Financial Modeling, Finance, Investment Banking, Leadership, Financial Analysis, Equity Research, Microsoft Excel, Investments, Economics, Corporate Finance, Asset Managment, Valuation, Bloomberg Terminal, Asset Management, Securities
Education
Penn State University 2009 — 2013
Bachelor of Science, Finance
King Street Capital Management June 2014 - Present
Morgan Stanley June 2013 - June 2014
Nittany Lion Fund January 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Nittany Lion Fund LLC January 2011 - December 2011
Gardner Lewis Asset Management May 2011 - August 2011
Nittany Lion Fund LLC January 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Excel, Bloomberg, Accounting, Equities, Portfolio Management, Investment Management, Financial Modeling, Finance, Investment Banking, Leadership, Financial Analysis, Equity Research, Microsoft Excel, Investments, Economics, Corporate Finance, Asset Managment, Valuation, Bloomberg Terminal, Asset Management, Securities
Education
Penn State University 2009 — 2013
Bachelor of Science, Finance
Ryan Svatora, CRPC, ADPA Ryan Svatora, CRPC, ADPA's Merrill Lynch Experience May 2003 - January 2009
Job The Zinn, Ray & Svatora Group
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch May 2003 - January 2009
Education
Penn State University 2000 — 2004
BS, International Business & Management
UBS Financial Services January 2009 - Present
Merrill Lynch May 2003 - January 2009
Education
Penn State University 2000 — 2004
BS, International Business & Management
Jubin Jacob Jubin Jacob's Merrill Lynch Experience June 2008 - August 2008
Job Account Development Clinical Analytics at Theorem Clinical Research
Industry Biotechnology
Experience
Theorem Clinical Research January 2014 - Present
IntraLinks, Inc. January 2011 - July 2012
Bank of America Merrill Lynch June 2009 - July 2010
Merrill Lynch June 2008 - August 2008
Skills
SaaS, Risk Management, Enterprise Software, Salesforce.com, Sales Prospecting, Relationship Management, Sales Presentations, Marketing Communications, Cloud Computing, CRM, Strategic Partnerships, Account Management, Mergers & Acquisitions
Education
Penn State University 2005 — 2009
Smeal College of Business, Finance
Theorem Clinical Research January 2014 - Present
IntraLinks, Inc. January 2011 - July 2012
Bank of America Merrill Lynch June 2009 - July 2010
Merrill Lynch June 2008 - August 2008
Skills
SaaS, Risk Management, Enterprise Software, Salesforce.com, Sales Prospecting, Relationship Management, Sales Presentations, Marketing Communications, Cloud Computing, CRM, Strategic Partnerships, Account Management, Mergers & Acquisitions
Education
Penn State University 2005 — 2009
Smeal College of Business, Finance
Clayton Rand Clayton Rand's Merrill Lynch Experience September 2001 - December 2001
Job Market Manager at Walmart
Industry Retail
Experience
Walmart January 2014 - Present
Walmart November 2008 - Present
Walmart October 2006 - October 2008
Merrill Lynch September 2001 - December 2001
Skills
Talent Development, Talent Acquisition, Team Building, Process Management, Operations Management, Managerial Finance, Visionary Thinking, Leadership
Education
Pennsylvania State University-Erie Campus 1998 — 2002
B.S., Finance
Chugiak H.S. 1994 — 1998
Walmart January 2014 - Present
Walmart November 2008 - Present
Walmart October 2006 - October 2008
Merrill Lynch September 2001 - December 2001
Skills
Talent Development, Talent Acquisition, Team Building, Process Management, Operations Management, Managerial Finance, Visionary Thinking, Leadership
Education
Pennsylvania State University-Erie Campus 1998 — 2002
B.S., Finance
Chugiak H.S. 1994 — 1998
Justin Perella's Merrill Lynch Experience October 2006 - September 2010
Job at CarMarie Consulting
Industry Financial Services
Experience
CarMarie Consulting January 2011 - Present
Morgan Stanley Smith Barney October 2010 - January 2011
Bank of America October 2006 - October 2010
Merrill Lynch October 2006 - September 2010
Mainline January 2002 - October 2006
Wachovia, A Wells Fargo Company January 2002 - October 2006
GLOBIX CORPORATION February 2001 - September 2001
TSI BROADBAND, INC November 1996 - January 2001
Education
Penn State University 1994 — 1996
Speech Comm
CarMarie Consulting January 2011 - Present
Morgan Stanley Smith Barney October 2010 - January 2011
Bank of America October 2006 - October 2010
Merrill Lynch October 2006 - September 2010
Mainline January 2002 - October 2006
Wachovia, A Wells Fargo Company January 2002 - October 2006
GLOBIX CORPORATION February 2001 - September 2001
TSI BROADBAND, INC November 1996 - January 2001
Education
Penn State University 1994 — 1996
Speech Comm
Joetta McCaig, DTM Joetta McCaig, DTM's Merrill Lynch Experience October 1975 - May 1989
Job Dynamic Duo teaches with a flair.
Industry Consumer Services
Experience
McCaigs In Service December 2001 - Present
Gulf Breeze Toastmasters 2007 - 2015
Merrill Lynch October 1975 - May 1989
Dayton Hudson Corporation 1964 - 1972
Skills
Small Business, Strategic Planning, Marketing, Social Media, Coaching, Budgets, Public Relations, Financial Analysis, Marketing Communications, Marketing Strategy, Leadership Development, Social Media Marketing, Management, Entrepreneurship, Accounting, New Business Development, Nonprofits, Research
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1955 — 1956
Masters, Marketing
Penn State University 1951 — 1955
BS, Economics and Marketing
McCaigs In Service December 2001 - Present
Gulf Breeze Toastmasters 2007 - 2015
Merrill Lynch October 1975 - May 1989
Dayton Hudson Corporation 1964 - 1972
Skills
Small Business, Strategic Planning, Marketing, Social Media, Coaching, Budgets, Public Relations, Financial Analysis, Marketing Communications, Marketing Strategy, Leadership Development, Social Media Marketing, Management, Entrepreneurship, Accounting, New Business Development, Nonprofits, Research
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1955 — 1956
Masters, Marketing
Penn State University 1951 — 1955
BS, Economics and Marketing
Jerry Reich Jerry Reich's Merrill Lynch Experience January 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Scotts Valley Venture Group, Inc. February 2004 - December 2009
Clarent Corporation September 2001 - June 2003
Dun & Bradstreet July 1993 - August 2001
Syvex Corporation July 1990 - July 1993
VeriFone 1987 - 1990
Unisys 1979 - 1987
Skills
B2B, CRM, Insurance, Data Analysis, ERP, Database Marketing, Manufacturing, Supply Management, Pharmaceutical Industry, Strategic Partnerships, Start-ups, Product Management, Business Development, SaaS, Mergers, New Business Development, Salesforce.com, Business Strategy, Strategic Planning, Product Marketing, Mergers & Acquisitions, Strategy
Education
Pepperdine University 1961 — 1965
Bachelor of Science
Merrill Lynch January 2010 - Present
Scotts Valley Venture Group, Inc. February 2004 - December 2009
Clarent Corporation September 2001 - June 2003
Dun & Bradstreet July 1993 - August 2001
Syvex Corporation July 1990 - July 1993
VeriFone 1987 - 1990
Unisys 1979 - 1987
Skills
B2B, CRM, Insurance, Data Analysis, ERP, Database Marketing, Manufacturing, Supply Management, Pharmaceutical Industry, Strategic Partnerships, Start-ups, Product Management, Business Development, SaaS, Mergers, New Business Development, Salesforce.com, Business Strategy, Strategic Planning, Product Marketing, Mergers & Acquisitions, Strategy
Education
Pepperdine University 1961 — 1965
Bachelor of Science
David L D'Orazio David L D'Orazio's Merrill Lynch Experience July 2009 - Present
Job PMO Project Manager at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch - Bank of America April 2011 - Present
Merrill Lynch July 2009 - Present
TD Bank - Consultant May 2009 - July 2009
JPMorgan Chase April 2008 - December 2008
JPMorgan Chase January 2007 - March 2008
JPMorgan Chase April 2006 - January 2007
JPMorgan Chase September 2003 - April 2006
QVC February 1999 - May 2003
GE Capital December 1996 - January 1999
Saks Fifth Avenue August 1995 - December 1996
Skills
Business Analysis, Visio, SDLC, Integration, Process Improvement, MS Project, Requirements Gathering, PMO, Business Process, Project Management, Software Documentation, Change Management, Quality Assurance, User Acceptance Testing, Systems Analysis, Analysis, Project Planning, Vendor Management, Access, Strategy, Databases
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2000
Certificate of IT Project Management
Rowan University 1977 — 1981
BA, Business Admin/MIS
Bishop Eustace
Merrill Lynch - Bank of America April 2011 - Present
Merrill Lynch July 2009 - Present
TD Bank - Consultant May 2009 - July 2009
JPMorgan Chase April 2008 - December 2008
JPMorgan Chase January 2007 - March 2008
JPMorgan Chase April 2006 - January 2007
JPMorgan Chase September 2003 - April 2006
QVC February 1999 - May 2003
GE Capital December 1996 - January 1999
Saks Fifth Avenue August 1995 - December 1996
Skills
Business Analysis, Visio, SDLC, Integration, Process Improvement, MS Project, Requirements Gathering, PMO, Business Process, Project Management, Software Documentation, Change Management, Quality Assurance, User Acceptance Testing, Systems Analysis, Analysis, Project Planning, Vendor Management, Access, Strategy, Databases
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2000
Certificate of IT Project Management
Rowan University 1977 — 1981
BA, Business Admin/MIS
Bishop Eustace
John Cwikla, CIMA John Cwikla, CIMA's Merrill Lynch Experience 1999 - 2003
Job
Industry Financial Services
Experience
Vanguard September 2012 - Present
Vanguard September 2011 - September 2012
Vanguard July 2008 - October 2011
Wachovia Securities March 2003 - July 2008
Merrill Lynch 1999 - 2003
Kreischer, Miller & Co. 1997 - 1999
Deloitte & Touche LLP 1996 - 1997
Deloitte & Touche 1996 - 1997
Skills
Series 63, Series 7, Mutual Funds, ETFs, Asset Allocation, Investments, Series 6, 401k, Wealth Management, Investment Strategies, Strategic Financial..., Investment Advisory, Series 24, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Alternative Investments, Series 65, Securities, Finance, Financial Services, Relationship Management, Asset Management, Financial Planning
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2007
MBA, Business Administration
Temple University 1992 — 1996
BBA, Accounting
Vanguard September 2012 - Present
Vanguard September 2011 - September 2012
Vanguard July 2008 - October 2011
Wachovia Securities March 2003 - July 2008
Merrill Lynch 1999 - 2003
Kreischer, Miller & Co. 1997 - 1999
Deloitte & Touche LLP 1996 - 1997
Deloitte & Touche 1996 - 1997
Skills
Series 63, Series 7, Mutual Funds, ETFs, Asset Allocation, Investments, Series 6, 401k, Wealth Management, Investment Strategies, Strategic Financial..., Investment Advisory, Series 24, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Alternative Investments, Series 65, Securities, Finance, Financial Services, Relationship Management, Asset Management, Financial Planning
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2007
MBA, Business Administration
Temple University 1992 — 1996
BBA, Accounting
Sean Shillington's Merrill Lynch Experience July 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
US Army 2005 - Present
Marcone Supply January 2015 - July 2015
Paychex Insurance Agency October 2013 - December 2014
Skills
Army, Military Experience, Security Clearance, Operational Planning, Leadership, Military, Military Operations, Training, Time Management, Marketing, Customer Service
Education
Penn State University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Brockport 2005 — 2010
Bachelor of Science (B.S.), History
Merrill Lynch July 2015 - Present
US Army 2005 - Present
Marcone Supply January 2015 - July 2015
Paychex Insurance Agency October 2013 - December 2014
Skills
Army, Military Experience, Security Clearance, Operational Planning, Leadership, Military, Military Operations, Training, Time Management, Marketing, Customer Service
Education
Penn State University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Brockport 2005 — 2010
Bachelor of Science (B.S.), History
Sarah Kaiser Sarah Kaiser's Merrill Lynch Experience July 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
A Beka Book May 2013 - August 2013
Rockwell Collins May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Lotus Notes, SAP, Microsoft Office, Social Media, Project Finance, Budget Monitoring, Training, Sales, Financial Analysis
Education
Pensacola Christian College 2012 — 2014
Master of Business Administration (M.B.A.)
Pensacola Christian College 2008 — 2012
Bachelor's Degree, Finance
Pensacola Christian College 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Merrill Lynch July 2014 - Present
A Beka Book May 2013 - August 2013
Rockwell Collins May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Lotus Notes, SAP, Microsoft Office, Social Media, Project Finance, Budget Monitoring, Training, Sales, Financial Analysis
Education
Pensacola Christian College 2012 — 2014
Master of Business Administration (M.B.A.)
Pensacola Christian College 2008 — 2012
Bachelor's Degree, Finance
Pensacola Christian College 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Bob Milnes Bob Milnes's Merrill Lynch Experience June 2007 - August 2008
Job Vice President, DeWitt Capital Management
Industry Financial Services
Experience
DeWitt Capital Management March 2011 - Present
Outsourced Financial Analytics, LLC December 2009 - August 2012
Natural Resources Corp June 2009 - November 2009
Merrill Lynch June 2007 - August 2008
Skills
Investments, Equities, Securities, Financial Modeling, Financial Analysis, Asset Managment, Asset Allocation, Portfolio Management, Valuation, Alternative Investments, Investment Strategies, Corporate Finance, Bloomberg
Education
Penn State University 2005 — 2009
BS, Energy Business Finance
DeWitt Capital Management March 2011 - Present
Outsourced Financial Analytics, LLC December 2009 - August 2012
Natural Resources Corp June 2009 - November 2009
Merrill Lynch June 2007 - August 2008
Skills
Investments, Equities, Securities, Financial Modeling, Financial Analysis, Asset Managment, Asset Allocation, Portfolio Management, Valuation, Alternative Investments, Investment Strategies, Corporate Finance, Bloomberg
Education
Penn State University 2005 — 2009
BS, Energy Business Finance
Jon Master Jon Master's Merrill Lynch Experience August 2011 - Present
Job Assistant Vice President | Financial Advisor | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Eisner, Amper LLP June 2008 - August 2009
Skills
Sales, Strategic Financial..., Financial Markets, Financial Advisory, Financial Analysis, Client Rapport, Client Development, Mutual Funds, Stock Market, Bond Markets, ETFs, Investments, Financial Planning, Financial Services, Wealth Management, Portfolio Management
Education
The Pennsylvania State University 2006 — 2010
Bachelors, Accounting
Penn State University
Merrill Lynch August 2011 - Present
Eisner, Amper LLP June 2008 - August 2009
Skills
Sales, Strategic Financial..., Financial Markets, Financial Advisory, Financial Analysis, Client Rapport, Client Development, Mutual Funds, Stock Market, Bond Markets, ETFs, Investments, Financial Planning, Financial Services, Wealth Management, Portfolio Management
Education
The Pennsylvania State University 2006 — 2010
Bachelors, Accounting
Penn State University
Todd Frankford Todd Frankford's Merrill Lynch Experience 2005 - 2007
Job Vice President of Business Development at Keystone Surgical Systems, Inc.
Industry Marketing and Advertising
Experience
KEYSTONE SURGICAL SYSTEMS, INC. August 2013 - Present
GNP Specialties 2007 - Present
BusinessMarketingAdvantage.com October 2011 - August 2013
ActionCOACH March 2010 - August 2013
Merrill Lynch 2005 - 2007
Marco, Inc. 1994 - 2005
PHEAA April 1989 - September 1990
Skills
Business Development, Small Business, Business Strategy, Management, Coaching, Marketing, Selling Skills, CRM, Program Management, Customer Service, Leadership, Direct Sales, Marketing Communications, Finance, Consulting, Strategy, Selling, Customer Satisfaction, Entrepreneurship, Training, Leadership Development, Advertising, Marketing Strategy, Time Management, Sales, New Business Development, Team Building, Trade Shows, Account Management, Sales Management, Customer Retention, Strategic Planning, B2B, Social Networking, Lead Generation, Budgets, Sales Process, Start-ups, Public Speaking, Recruiting, Social Media Marketing, Business Planning, Competitive Analysis, Team Leadership, Business Coaching, Online Marketing, Creative Direction, Investments, Pricing, Strategic Partnerships
Education
Penn State University 1984 — 1988
BS, Finance
Central Dauphin High School 1982 — 1986
KEYSTONE SURGICAL SYSTEMS, INC. August 2013 - Present
GNP Specialties 2007 - Present
BusinessMarketingAdvantage.com October 2011 - August 2013
ActionCOACH March 2010 - August 2013
Merrill Lynch 2005 - 2007
Marco, Inc. 1994 - 2005
PHEAA April 1989 - September 1990
Skills
Business Development, Small Business, Business Strategy, Management, Coaching, Marketing, Selling Skills, CRM, Program Management, Customer Service, Leadership, Direct Sales, Marketing Communications, Finance, Consulting, Strategy, Selling, Customer Satisfaction, Entrepreneurship, Training, Leadership Development, Advertising, Marketing Strategy, Time Management, Sales, New Business Development, Team Building, Trade Shows, Account Management, Sales Management, Customer Retention, Strategic Planning, B2B, Social Networking, Lead Generation, Budgets, Sales Process, Start-ups, Public Speaking, Recruiting, Social Media Marketing, Business Planning, Competitive Analysis, Team Leadership, Business Coaching, Online Marketing, Creative Direction, Investments, Pricing, Strategic Partnerships
Education
Penn State University 1984 — 1988
BS, Finance
Central Dauphin High School 1982 — 1986
Kate Potok Titlow, CPBPM Kate Potok Titlow, CPBPM's Merrill Lynch Experience 2007 - 2007
Job Senior Continuous Improvement Consultant
Industry Management Consulting
Experience
NT Concepts June 2013 - Present
NT Concepts November 2009 - June 2013
AFCEA DC March 2011 - July 2011
Antoine Amrani February 2009 - March 2010
Global Planners, Inc September 2007 - November 2008
Merrill Lynch 2007 - 2007
Newtown Dental Arts 2004 - 2007
The Glazier Group, Inc 2002 - 2004
Skills
Business Process..., Project Planning, CMMI, Project Management, Knowledge Management, Management, Active TS/SCI Clearance, Cross-functional Team..., Visio, Business Analysis, SharePoint, Management Consulting, Operations Management, Internal Communications, Marketing, Vendor Management, Meeting Planning, Training, Analysis, Event Management, Analytics, Strategic Leadership, Business Development, Data Analysis, Public Relations, Business Intelligence, Business Strategy, Requirements Analysis, Strategic Planning
Education
Penn State University 1997 — 2001
BS, Hospitality Management
Villanova University 2014 — 2015
Master Certificate, Business Process Management
Pennsbury High School 1993 — 1997
NT Concepts June 2013 - Present
NT Concepts November 2009 - June 2013
AFCEA DC March 2011 - July 2011
Antoine Amrani February 2009 - March 2010
Global Planners, Inc September 2007 - November 2008
Merrill Lynch 2007 - 2007
Newtown Dental Arts 2004 - 2007
The Glazier Group, Inc 2002 - 2004
Skills
Business Process..., Project Planning, CMMI, Project Management, Knowledge Management, Management, Active TS/SCI Clearance, Cross-functional Team..., Visio, Business Analysis, SharePoint, Management Consulting, Operations Management, Internal Communications, Marketing, Vendor Management, Meeting Planning, Training, Analysis, Event Management, Analytics, Strategic Leadership, Business Development, Data Analysis, Public Relations, Business Intelligence, Business Strategy, Requirements Analysis, Strategic Planning
Education
Penn State University 1997 — 2001
BS, Hospitality Management
Villanova University 2014 — 2015
Master Certificate, Business Process Management
Pennsbury High School 1993 — 1997
Anthony Vella Anthony Vella's Merrill Lynch Experience October 2007 - March 2011
Job Supervisor/Ops Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch March 2011 - June 2012
Merrill Lynch October 2007 - March 2011
Asset Inventories May 2005 - September 2005
Oppenheimer & Co. December 2004 - January 2005
Skills
Microsoft Office..., NASDAQ Workstation..., OCS, DTCC Smart Search, ARCA Web Book, Fed Wire Processing..., Equities, CRM, Options, Fixed Income, Securities, Trading, Workstations, Management, Lync Server 2010, FED, Hedge Funds, PowerPoint, Books, Account Reconciliation, Outlook, FINRA, Microsoft Excel, Accounting, Access, Accounts Payable, Middle Office
Education
Penn State University 2003 — 2007
Bachelor of Science, Economics
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch March 2011 - June 2012
Merrill Lynch October 2007 - March 2011
Asset Inventories May 2005 - September 2005
Oppenheimer & Co. December 2004 - January 2005
Skills
Microsoft Office..., NASDAQ Workstation..., OCS, DTCC Smart Search, ARCA Web Book, Fed Wire Processing..., Equities, CRM, Options, Fixed Income, Securities, Trading, Workstations, Management, Lync Server 2010, FED, Hedge Funds, PowerPoint, Books, Account Reconciliation, Outlook, FINRA, Microsoft Excel, Accounting, Access, Accounts Payable, Middle Office
Education
Penn State University 2003 — 2007
Bachelor of Science, Economics
Jan Ruhl Jan Ruhl's Merrill Lynch Experience December 2006 - July 2007
Job Medical Front Office Specialist
Industry Medical Practice
Experience
Center for Womens Health 2012 - Present
Integrative Medicine August 2011 - February 2012
Skyridge Medical Center April 2011 - January 2012
Amtrak September 2007 - January 2009
Merrill Lynch December 2006 - July 2007
Computer Task Group May 2004 - December 2006
Lexicon Relocation (Suddath Companies) July 2003 - May 2004
Interlink Group of Companies 2000 - 2002
Command Technologies 1996 - 1998
BTP - Business Technology Products Inc. 1993 - 1996
Education
Penn State University
Wm. S. Hart High School
Center for Womens Health 2012 - Present
Integrative Medicine August 2011 - February 2012
Skyridge Medical Center April 2011 - January 2012
Amtrak September 2007 - January 2009
Merrill Lynch December 2006 - July 2007
Computer Task Group May 2004 - December 2006
Lexicon Relocation (Suddath Companies) July 2003 - May 2004
Interlink Group of Companies 2000 - 2002
Command Technologies 1996 - 1998
BTP - Business Technology Products Inc. 1993 - 1996
Education
Penn State University
Wm. S. Hart High School
Andrew Repine's Merrill Lynch Experience March 2006 - March 2012
Job Senior Director of Finance
Industry Oil & Energy
Experience
Mountaineer Keystone, LLC March 2015 - Present
Mountaineer Keystone, LLC March 2012 - March 2015
Merrill Lynch March 2006 - March 2012
Skills
Capital Markets, Valuation, Mergers & Acquisitions, Finance, Investments, Financial Modeling, Financial Structuring, Energy, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Investment Banking
Education
Penn State University 2002 — 2005
Mountaineer Keystone, LLC March 2015 - Present
Mountaineer Keystone, LLC March 2012 - March 2015
Merrill Lynch March 2006 - March 2012
Skills
Capital Markets, Valuation, Mergers & Acquisitions, Finance, Investments, Financial Modeling, Financial Structuring, Energy, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Investment Banking
Education
Penn State University 2002 — 2005
Anna Prude Anna Prude's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2011 - Present
Montgomery Coscia Greilich LLP May 2010 - August 2010
CSG Investments May 2009 - August 2009
Skills
Wealth Management..., Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Pepperdine University 2006 — 2009
Bachelor's, Business Administration
Merrill Lynch June 2011 - Present
Montgomery Coscia Greilich LLP May 2010 - August 2010
CSG Investments May 2009 - August 2009
Skills
Wealth Management..., Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Pepperdine University 2006 — 2009
Bachelor's, Business Administration
Wendy Greenwood Wendy Greenwood's Merrill Lynch Experience August 1999 - August 2000
Job Contract Recruiter at Ipsos
Industry Market Research
Experience
Ipsos March 2014 - August 2015
Norris McLaughlin & Marcus October 2011 - August 2012
Greenberg Traurig, LLP November 2008 - August 2009
McCarter & English, LLP May 2005 - December 2007
Bingham McCutchen August 2003 - May 2005
Bingham McCutchen June 2002 - August 2002
US Securities and Exchange Commission June 2001 - August 2001
Merrill Lynch August 1999 - August 2000
Goldman Sachs June 1998 - August 1999
Skills
Corporate Law, NY and NJ Bar
Education
Villanova University School of Law 2000 — 2003
Doctor of Law (JD)
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Ipsos March 2014 - August 2015
Norris McLaughlin & Marcus October 2011 - August 2012
Greenberg Traurig, LLP November 2008 - August 2009
McCarter & English, LLP May 2005 - December 2007
Bingham McCutchen August 2003 - May 2005
Bingham McCutchen June 2002 - August 2002
US Securities and Exchange Commission June 2001 - August 2001
Merrill Lynch August 1999 - August 2000
Goldman Sachs June 1998 - August 1999
Skills
Corporate Law, NY and NJ Bar
Education
Villanova University School of Law 2000 — 2003
Doctor of Law (JD)
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Cherie Foutz Cherie Foutz's Merrill Lynch Experience December 1999 - December 2001
Job Broker/Owner of Lakes & Links International Realty
Industry Real Estate
Experience
Lakes & LInks International Realty January 2010 - Present
Realty Executives Seminole October 2008 - December 2009
Central Florida Title April 2006 - October 2008
Integrity Home Funding January 2006 - October 2008
Assist-2-Sell Foutz Realty Team September 2004 - October 2008
Merrill Lynch December 1999 - December 2001
MCI July 1995 - July 1999
BellSouth July 1987 - July 1989
AT&T July 1985 - July 1987
Skills
Sellers, Short Sales, Investment Properties, Commercial Lending, Real Estate, First Time Home Buyers, Selling, Relocation, Foreclosures, Property, Buyer Representation, Luxury
Education
Penn State University
Lakes & LInks International Realty January 2010 - Present
Realty Executives Seminole October 2008 - December 2009
Central Florida Title April 2006 - October 2008
Integrity Home Funding January 2006 - October 2008
Assist-2-Sell Foutz Realty Team September 2004 - October 2008
Merrill Lynch December 1999 - December 2001
MCI July 1995 - July 1999
BellSouth July 1987 - July 1989
AT&T July 1985 - July 1987
Skills
Sellers, Short Sales, Investment Properties, Commercial Lending, Real Estate, First Time Home Buyers, Selling, Relocation, Foreclosures, Property, Buyer Representation, Luxury
Education
Penn State University
Henry Hund Henry Hund's Merrill Lynch Experience 2006 - 2006
Job Director of Marketing and Growth at RJMetrics
Industry Information Technology and Services
Experience
RJMetrics 2014 - Present
Lorious 2013 - 2014
Wharton Small Business Development Center September 2012 - 2014
Summit Rock Advisors 2010 - 2012
Morgan Stanley 2008 - 2010
Department of Homeland Security 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Private Equity, Entrepreneurship, Financial Modeling, Venture Capital, Start-ups, Microsoft Excel, Valuation, Due Diligence, HTML, Hedge Funds, Ruby on Rails, Sales & Marketing..., SQL, Email Strategy, Salesforce.com, Pardot, Lead Generation, Outbound Marketing, Email Marketing, Mandrill, MailChimp, R, Git, Beer Brewing, Bourbon Tasting
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, Marketing
Penn State University 2004 — 2008
BS, Information Sciences & Technology, Finance, 3.95
RJMetrics 2014 - Present
Lorious 2013 - 2014
Wharton Small Business Development Center September 2012 - 2014
Summit Rock Advisors 2010 - 2012
Morgan Stanley 2008 - 2010
Department of Homeland Security 2007 - 2007
Merrill Lynch 2006 - 2006
Skills
Private Equity, Entrepreneurship, Financial Modeling, Venture Capital, Start-ups, Microsoft Excel, Valuation, Due Diligence, HTML, Hedge Funds, Ruby on Rails, Sales & Marketing..., SQL, Email Strategy, Salesforce.com, Pardot, Lead Generation, Outbound Marketing, Email Marketing, Mandrill, MailChimp, R, Git, Beer Brewing, Bourbon Tasting
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, Marketing
Penn State University 2004 — 2008
BS, Information Sciences & Technology, Finance, 3.95
Chris Impellitteri Chris Impellitteri's Merrill Lynch Experience February 2010 - January 2012
Job PLATINUM SELLING RECORDING ARTIST with an MBA and Series 7 + 66 FINRA licenses
Industry Entertainment
Experience
Sony October 2011 - Present
JVC Victor / Sony / Relativity / SPV / MFN / Virgin January 1993 - Present
Merrill Lynch February 2010 - January 2012
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
MBA, Marketing
Pepperdine University
BSM, Management
Sony October 2011 - Present
JVC Victor / Sony / Relativity / SPV / MFN / Virgin January 1993 - Present
Merrill Lynch February 2010 - January 2012
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
MBA, Marketing
Pepperdine University
BSM, Management
Stephen Burger Stephen Burger's Merrill Lynch Experience May 2011 - December 2011
Job at
Industry Financial Services
Experience
Independent Bank Group, Inc. February 2015 - Present
BNY Mellon March 2012 - January 2015
Merrill Lynch May 2011 - December 2011
Skills
Finance, Financial Analysis, Microsoft Office
Education
Pennsylvania State University-Erie Campus 2007 — 2011
BS, Finance
Independent Bank Group, Inc. February 2015 - Present
BNY Mellon March 2012 - January 2015
Merrill Lynch May 2011 - December 2011
Skills
Finance, Financial Analysis, Microsoft Office
Education
Pennsylvania State University-Erie Campus 2007 — 2011
BS, Finance
Blaine Hauser Blaine Hauser's Merrill Lynch Experience May 2007 - August 2007
Job Senior Analyst
Industry Investment Management
Experience
Strategic Value Partners August 2014 - Present
The Carlyle Group July 2011 - August 2014
Goldman Sachs June 2009 - July 2011
Goldman Sachs June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Johnson & Johnson May 2006 - December 2006
Elliger Park Landscaping June 1996 - June 2005
Skills
Financial & Operational..., Leveraged Finance, Public Markets, Structured Finance, Financial Institutions, Leveraged Buyouts, Aerospace, Defense, Mergers, Acquisitions, Private Equity, Hedge Funds, Investments, Investment Banking, Mergers & Acquisitions, LBO, Valuation, Finance
Education
Penn State University 2005 — 2009
B.S.
Upper Dublin High School 2001 — 2005
Strategic Value Partners August 2014 - Present
The Carlyle Group July 2011 - August 2014
Goldman Sachs June 2009 - July 2011
Goldman Sachs June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Johnson & Johnson May 2006 - December 2006
Elliger Park Landscaping June 1996 - June 2005
Skills
Financial & Operational..., Leveraged Finance, Public Markets, Structured Finance, Financial Institutions, Leveraged Buyouts, Aerospace, Defense, Mergers, Acquisitions, Private Equity, Hedge Funds, Investments, Investment Banking, Mergers & Acquisitions, LBO, Valuation, Finance
Education
Penn State University 2005 — 2009
B.S.
Upper Dublin High School 2001 — 2005
Morgan Downey's Merrill Lynch Experience September 2012 - Present
Job Vice President, Futures Sales at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch September 2012 - Present
Morgan Stanley April 2011 - September 2012
Societe Generale July 2010 - April 2011
TradingScreen March 2008 - June 2010
JPMorgan 2006 - 2008
Aetna 2004 - 2006
Emigrant Bank 2001 - 2004
Penn State University 2001 - 2004
Skills
Fidessa, Electronic Trading, Derivatives, Options, Exchange Connectivity, Trading Systems, Equity Derivatives, Trading, Series 7, Reference Data, Trading Technology, Futures, Managed Futures, FIX, EMS, Product Management, Series 63, Series 3, Trading Platforms, Trade Execution, OTC Clearing, Electronic Trading..., Securities, Quantitative Finance, Proprietary Trading, Prime Brokerage, Market Data, Hedge Funds, Fixed Income, Financial Services, Financial Markets, FX trading, FX Options, FINRA, Credit Derivatives, Back Office, Alternative Investments, Futures Trading
Education
Penn State University 2000 — 2004
Business
Lakeland High School 1996 — 2000
Merrill Lynch September 2012 - Present
Morgan Stanley April 2011 - September 2012
Societe Generale July 2010 - April 2011
TradingScreen March 2008 - June 2010
JPMorgan 2006 - 2008
Aetna 2004 - 2006
Emigrant Bank 2001 - 2004
Penn State University 2001 - 2004
Skills
Fidessa, Electronic Trading, Derivatives, Options, Exchange Connectivity, Trading Systems, Equity Derivatives, Trading, Series 7, Reference Data, Trading Technology, Futures, Managed Futures, FIX, EMS, Product Management, Series 63, Series 3, Trading Platforms, Trade Execution, OTC Clearing, Electronic Trading..., Securities, Quantitative Finance, Proprietary Trading, Prime Brokerage, Market Data, Hedge Funds, Fixed Income, Financial Services, Financial Markets, FX trading, FX Options, FINRA, Credit Derivatives, Back Office, Alternative Investments, Futures Trading
Education
Penn State University 2000 — 2004
Business
Lakeland High School 1996 — 2000
John Dietrich John Dietrich's Merrill Lynch Experience April 1999 - February 2000
Job PC Analyst/IT Administrator
Industry Information Technology and Services
Experience
Vectrus May 2012 - Present
ITT Exelis June 2011 - May 2012
Atmel Corporation July 2010 - June 2011
Modis January 2008 - November 2008
Robert Half Technology November 2006 - December 2007
Independent Loan Officer August 2004 - June 2006
Hewlett-Packard December 2002 - December 2003
Agilent Technologies February 2000 - February 2002
Merrill Lynch April 1999 - February 2000
Micro Strategies Inc November 1996 - October 1998
Skills
Networking, Management, Troubleshooting, Leadership, Recruiting, Cross-functional Team..., Human Resources, Servers, Talent Management, Interviews, Technical Support, Enterprise Software
Education
Penn State University 1990 — 1994
B.S, Business Managment
Vectrus May 2012 - Present
ITT Exelis June 2011 - May 2012
Atmel Corporation July 2010 - June 2011
Modis January 2008 - November 2008
Robert Half Technology November 2006 - December 2007
Independent Loan Officer August 2004 - June 2006
Hewlett-Packard December 2002 - December 2003
Agilent Technologies February 2000 - February 2002
Merrill Lynch April 1999 - February 2000
Micro Strategies Inc November 1996 - October 1998
Skills
Networking, Management, Troubleshooting, Leadership, Recruiting, Cross-functional Team..., Human Resources, Servers, Talent Management, Interviews, Technical Support, Enterprise Software
Education
Penn State University 1990 — 1994
B.S, Business Managment
Monica Stollings Ayers Monica Stollings Ayers's Merrill Lynch Experience 1998 - 2000
Job Choral Instructional Assistant at Noblesville High School
Industry Education Management
Experience
Noblesville High School August 2014 - Present
Homemaker 2009 - Present
At -Home Professions February 2007 - October 2009
CFD Investments, Inc December 2003 - May 2005
May Financial Group February 2002 - December 2003
Northwestern Mutual July 2000 - February 2002
Merrill Lynch 1998 - 2000
Skills
Microsoft Excel, Social Media, Event Planning, Public Speaking, Communication, Research
Education
Pensacola Christian College 1989 — 1994
BA, English
Noblesville High School August 2014 - Present
Homemaker 2009 - Present
At -Home Professions February 2007 - October 2009
CFD Investments, Inc December 2003 - May 2005
May Financial Group February 2002 - December 2003
Northwestern Mutual July 2000 - February 2002
Merrill Lynch 1998 - 2000
Skills
Microsoft Excel, Social Media, Event Planning, Public Speaking, Communication, Research
Education
Pensacola Christian College 1989 — 1994
BA, English
Dan Voss's Merrill Lynch Experience March 1998 - October 2004
Job Sales Executive
Industry Mining & Metals
Experience
Voss Industries January 2014 - Present
Advicery LLC March 2012 - Present
Assisted Financial Services, LLC May 2011 - October 2011
Voss Industries September 2006 - September 2010
Wells Fargo Private Client October 2003 - August 2006
Merrill Lynch March 1998 - October 2004
Georgetown University August 1994 - December 1995
Desktop Publishing Center April 1993 - July 1994
PGP Corporation April 1991 - November 1992
Skills
Business Development, Business Planning, Strategy, Management, Marketing, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Telecommunications, Financial Modeling, Mergers, Sales, Start-ups, Mergers & Acquisitions, Entrepreneurship, Analysis, Small Business, Strategic Planning
Education
Thunderbird School of Global Management 1995 — 1997
MBA
Pepperdine University 1988 — 1991
Bachelor of Science
Voss Industries January 2014 - Present
Advicery LLC March 2012 - Present
Assisted Financial Services, LLC May 2011 - October 2011
Voss Industries September 2006 - September 2010
Wells Fargo Private Client October 2003 - August 2006
Merrill Lynch March 1998 - October 2004
Georgetown University August 1994 - December 1995
Desktop Publishing Center April 1993 - July 1994
PGP Corporation April 1991 - November 1992
Skills
Business Development, Business Planning, Strategy, Management, Marketing, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Telecommunications, Financial Modeling, Mergers, Sales, Start-ups, Mergers & Acquisitions, Entrepreneurship, Analysis, Small Business, Strategic Planning
Education
Thunderbird School of Global Management 1995 — 1997
MBA
Pepperdine University 1988 — 1991
Bachelor of Science
Marissa Madiara's Merrill Lynch Experience September 2007 - October 2011
Job Business Development Director, Docupace Technologies
Industry Financial Services
Experience
Docupace Technologies May 2015 - Present
Albridge, an Affiliate of Pershing, a BNY Mellon Company October 2011 - May 2015
Merrill Lynch September 2007 - October 2011
Vanguard May 2007 - September 2007
Skills
Enterprise Software, Relationship Management, Portfolio Management, Marketing, Public Speaking, New Business Development, Marketing Strategy, Training, Product Marketing, Product Management, Business Analysis, Investments, Strategy, Account Management, Financial Services, Business Development, Mutual Funds, Analysis, Series 63, Vendor Management
Education
Penn State University 2007 — 2010
Bachelor of Science (B.S.), Marketing
Penn State University 2003 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Docupace Technologies May 2015 - Present
Albridge, an Affiliate of Pershing, a BNY Mellon Company October 2011 - May 2015
Merrill Lynch September 2007 - October 2011
Vanguard May 2007 - September 2007
Skills
Enterprise Software, Relationship Management, Portfolio Management, Marketing, Public Speaking, New Business Development, Marketing Strategy, Training, Product Marketing, Product Management, Business Analysis, Investments, Strategy, Account Management, Financial Services, Business Development, Mutual Funds, Analysis, Series 63, Vendor Management
Education
Penn State University 2007 — 2010
Bachelor of Science (B.S.), Marketing
Penn State University 2003 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Alexander Braun's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley September 2014 - February 2015
Skills
English, Negotiation, Research, Strategic Planning, Public Speaking, Team Building, Sales Management, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, PowerPoint, Outlook, Windows, Teaching, Photoshop, HTML, New Business Development, Project Management, Reliability
Education
Pepperdine University 2014 — 2016
Certified Financial Planner, Financial Planning and Services
University of San Francisco 2012 — 2014
Bachelor of Arts (B.A.), Psychology
University of Arizona 2007 — 2009
Business, Psychology
Merrill Lynch February 2015 - Present
Morgan Stanley September 2014 - February 2015
Skills
English, Negotiation, Research, Strategic Planning, Public Speaking, Team Building, Sales Management, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, PowerPoint, Outlook, Windows, Teaching, Photoshop, HTML, New Business Development, Project Management, Reliability
Education
Pepperdine University 2014 — 2016
Certified Financial Planner, Financial Planning and Services
University of San Francisco 2012 — 2014
Bachelor of Arts (B.A.), Psychology
University of Arizona 2007 — 2009
Business, Psychology
Kevin Fleming Kevin Fleming's Merrill Lynch Experience April 2012 - September 2012
Job Business Analyst at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Waves Off Campus April 2012 - April 2014
Dun & Bradstreet Credibility Corp. June 2013 - August 2013
docstoc October 2012 - December 2012
Merrill Lynch April 2012 - September 2012
Skills
Real Estate Transactions, Economics, Microsoft Excel, Social Media, Market Research, Competitive Analysis
Education
Pepperdine University 2010 — 2014
B.A, Economics
CA Dept of Real Estate 2011 — 2011
Real Estate Salesperson License
Oaks Christian High School 2006 — 2010
Deloitte August 2014 - Present
Waves Off Campus April 2012 - April 2014
Dun & Bradstreet Credibility Corp. June 2013 - August 2013
docstoc October 2012 - December 2012
Merrill Lynch April 2012 - September 2012
Skills
Real Estate Transactions, Economics, Microsoft Excel, Social Media, Market Research, Competitive Analysis
Education
Pepperdine University 2010 — 2014
B.A, Economics
CA Dept of Real Estate 2011 — 2011
Real Estate Salesperson License
Oaks Christian High School 2006 — 2010
Elaine Pan, MBA's Merrill Lynch Experience May 2011 - July 2011
Job Risk Management at Lending Club
Industry Financial Services
Experience
Lending Club November 2013 - Present
Backstrom McCarley Berry & Co October 2012 - November 2013
ROTH Capital Partners October 2011 - May 2012
Pepperdine University September 2010 - April 2012
Merrill Lynch May 2011 - July 2011
HSBC March 2007 - June 2010
AIG January 2006 - February 2007
Skills
SQL, Credit, SAS programming, Risk Management, Statistical Data..., Financial Analysis, Corporate Finance, Financial Modeling, Finance, Equity Research, Portfolio Management, Investments, Investment Banking, Bloomberg, Economics, Forecasting, Strategic Financial..., Capital Markets, Equity Valuation, Pivot Tables, Financial Statement..., Business Analysis, Equities, Management, Valuation, Market Analysis, Financial Services, Credit Analysis, Fixed Income, Accounting, Securities, Banking, Mandarin, Asset Management
Education
Pepperdine University 2010 — 2012
MBA, Finance
Oxford University 2011 — 2011
Study Abroad, Global Enterprise Management
Shanghai Institute of Foreign Trade 2003 — 2007
Bachelor
Lending Club November 2013 - Present
Backstrom McCarley Berry & Co October 2012 - November 2013
ROTH Capital Partners October 2011 - May 2012
Pepperdine University September 2010 - April 2012
Merrill Lynch May 2011 - July 2011
HSBC March 2007 - June 2010
AIG January 2006 - February 2007
Skills
SQL, Credit, SAS programming, Risk Management, Statistical Data..., Financial Analysis, Corporate Finance, Financial Modeling, Finance, Equity Research, Portfolio Management, Investments, Investment Banking, Bloomberg, Economics, Forecasting, Strategic Financial..., Capital Markets, Equity Valuation, Pivot Tables, Financial Statement..., Business Analysis, Equities, Management, Valuation, Market Analysis, Financial Services, Credit Analysis, Fixed Income, Accounting, Securities, Banking, Mandarin, Asset Management
Education
Pepperdine University 2010 — 2012
MBA, Finance
Oxford University 2011 — 2011
Study Abroad, Global Enterprise Management
Shanghai Institute of Foreign Trade 2003 — 2007
Bachelor
Matthew Bretan's Merrill Lynch Experience July 2005 - September 2007
Job Information Security Strategist
Industry Information Technology and Services
Experience
Amazon Web Services February 2014 - Present
Goldman Sachs September 2010 - February 2014
Eze Castle Integration January 2009 - September 2010
Eze Castle Integration September 2007 - January 2009
Merrill Lynch July 2005 - September 2007
Skills
Information Security..., Risk Management, Strategic Technology..., Network Security, Technology Planning, ITIL, Technology Integration, IT Strategy, Hedge Funds, SaaS, Virtualization, Management, Trading, Disaster Recovery, Cloud Computing, Product Management, Information Security, Networking, Software Development, Infrastructure, Trading Systems, Business Continuity, Strategy
Education
New York University - Polytechnic Institute 2011 — 2013
Master's, Cyber Security
Penn State University 2001 — 2005
Bachelor's Degree, Information Science & Technology
Amazon Web Services February 2014 - Present
Goldman Sachs September 2010 - February 2014
Eze Castle Integration January 2009 - September 2010
Eze Castle Integration September 2007 - January 2009
Merrill Lynch July 2005 - September 2007
Skills
Information Security..., Risk Management, Strategic Technology..., Network Security, Technology Planning, ITIL, Technology Integration, IT Strategy, Hedge Funds, SaaS, Virtualization, Management, Trading, Disaster Recovery, Cloud Computing, Product Management, Information Security, Networking, Software Development, Infrastructure, Trading Systems, Business Continuity, Strategy
Education
New York University - Polytechnic Institute 2011 — 2013
Master's, Cyber Security
Penn State University 2001 — 2005
Bachelor's Degree, Information Science & Technology
Alan M. Rhode, CFP®'s Merrill Lynch Experience October 2008 - May 2009
Job Financial Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
myCIO Wealth Partners October 2013 - January 2014
Janney Montgomery Scott LLC April 2011 - September 2013
Morgan Stanley March 2010 - March 2011
Northeast US Motor Sports, Inc. October 2004 - March 2010
Voya Financial May 2009 - November 2009
Merrill Lynch October 2008 - May 2009
LiveHelpNow October 2005 - October 2008
Education
The American College 2011 — 2012
CFP Board-Registered Education Program
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. March 2014 - Present
myCIO Wealth Partners October 2013 - January 2014
Janney Montgomery Scott LLC April 2011 - September 2013
Morgan Stanley March 2010 - March 2011
Northeast US Motor Sports, Inc. October 2004 - March 2010
Voya Financial May 2009 - November 2009
Merrill Lynch October 2008 - May 2009
LiveHelpNow October 2005 - October 2008
Education
The American College 2011 — 2012
CFP Board-Registered Education Program
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Finance
Frank Aiello's Merrill Lynch Experience August 2004 - January 2006
Job Citizens Investments
Industry Financial Services
Experience
CCO INVESTMENT SERVICES CORP. August 2015 - Present
PNC Investments October 2012 - Present
American Pension Benefits, Inc August 2010 - June 2011
Oppenheimer & Co Inc June 2009 - August 2010
PNC Financial Services Group January 2006 - May 2009
Merrill Lynch August 2004 - January 2006
Aiello Cafe Inc 1992 - January 2000
Education
Penn State University 2001 — 2004
B.S., Marketing/Management
CCO INVESTMENT SERVICES CORP. August 2015 - Present
PNC Investments October 2012 - Present
American Pension Benefits, Inc August 2010 - June 2011
Oppenheimer & Co Inc June 2009 - August 2010
PNC Financial Services Group January 2006 - May 2009
Merrill Lynch August 2004 - January 2006
Aiello Cafe Inc 1992 - January 2000
Education
Penn State University 2001 — 2004
B.S., Marketing/Management
Brandon Picone's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Valley Christian High School August 2012 - October 2012
Valley Christian High School February 2009 - May 2010
Valley Splash Aquatics 2006 - 2009
Skills
Investments, Finance, Public Speaking, Wealth Management, Financial Analysis, Sales, Microsoft Excel, Social Networking, Fitness, Leadership, Online Marketing, Athletic Training, Cold Calling, Event Planning, Customer Service, Microsoft Office, Social Media, Microsoft Word, Research, Management, Athletic Performance, Life Insurance, Retirement Plan...
Education
Pepperdine University 2010 — 2012
Bachelor of Arts (BA), Economics
Investment Banking Institute 2012 — 2012
Financial Modeling and Valuation Training Course
West Valley College 2008 — 2010
AA, Liberal Arts
Valley Christian High School 2004 — 2008
Merrill Lynch September 2012 - Present
Valley Christian High School August 2012 - October 2012
Valley Christian High School February 2009 - May 2010
Valley Splash Aquatics 2006 - 2009
Skills
Investments, Finance, Public Speaking, Wealth Management, Financial Analysis, Sales, Microsoft Excel, Social Networking, Fitness, Leadership, Online Marketing, Athletic Training, Cold Calling, Event Planning, Customer Service, Microsoft Office, Social Media, Microsoft Word, Research, Management, Athletic Performance, Life Insurance, Retirement Plan...
Education
Pepperdine University 2010 — 2012
Bachelor of Arts (BA), Economics
Investment Banking Institute 2012 — 2012
Financial Modeling and Valuation Training Course
West Valley College 2008 — 2010
AA, Liberal Arts
Valley Christian High School 2004 — 2008
Bob Leverte Bob Leverte's Merrill Lynch Experience 2006 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
Skills
Certified Financial..., Certified Investment...
Education
Pepperdine University
Master of Business Administration (MBA), Finance
Villanova University
Bachelor of Science (B.S.), Mechanical Engineering
Merrill Lynch 2006 - Present
Skills
Certified Financial..., Certified Investment...
Education
Pepperdine University
Master of Business Administration (MBA), Finance
Villanova University
Bachelor of Science (B.S.), Mechanical Engineering
Nader Maghsoudnia Nader Maghsoudnia's Merrill Lynch Experience May 1995 - May 1996
Job Director, Technology Banking Group at East West Bank
Industry Banking
Experience
East West Bank June 2011 - Present
Bridge Bank September 2006 - June 2011
Silicon Valley Bank December 2000 - March 2005
3Com June 2000 - December 2000
BFI Business Finance May 1996 - June 2000
Merrill Lynch May 1995 - May 1996
Skills
Finance, Portfolio Management, Banking, Credit, Investments, Venture Capital, Loans, Financial Analysis, Management, Financial Services
Education
Penn State University 1991 — 1995
Bachelor of Science, Finance
Prospect High School
East West Bank June 2011 - Present
Bridge Bank September 2006 - June 2011
Silicon Valley Bank December 2000 - March 2005
3Com June 2000 - December 2000
BFI Business Finance May 1996 - June 2000
Merrill Lynch May 1995 - May 1996
Skills
Finance, Portfolio Management, Banking, Credit, Investments, Venture Capital, Loans, Financial Analysis, Management, Financial Services
Education
Penn State University 1991 — 1995
Bachelor of Science, Finance
Prospect High School
Gloria Nelson Gloria Nelson's Merrill Lynch Experience 1987 - 2008
Job Financial Services Consultant
Industry Financial Services
Experience
Afton Marketing 2009 - Present
The North Highland Company 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2012
Merrill Lynch 1987 - 2008
Merrill Lynch Investment Managers 2000 - 2001
Skills
Asset Management, Investments, Segmentation, Product Development, Marketing Strategy, Integrated Marketing, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Retirement, Competitive Intelligence, Product Management, Performance Measurement, Strategy Development, Market Research, Strategic Analysis, Securities, Competitive Analysis, Product Marketing, Client Retention, Strategic Planning, Business Planning, Strategic Thinking, Asset Managment, Strategy, Analysis, Leadership, Cross-functional Team..., Wealth Management, Management, Risk Management, Financial Services, Strategic Partnerships, Business Intelligence, Portfolio Management, Marketing, Mergers & Acquisitions, Training, Management Consulting, Financial Modeling, Analytics, Pensions, Relationship Management, Executive Management, Finance, Retirement Planning, Private Equity, Equities
Education
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
Virginia Commonwealth University - Graduate School of Business
MBA
Pennsylvania State University
Bachelor of Science (B.S.)
Univeristy of Pennsylvania - The Wharton School
Securities Industry Institute
Afton Marketing 2009 - Present
The North Highland Company 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2012
Merrill Lynch 1987 - 2008
Merrill Lynch Investment Managers 2000 - 2001
Skills
Asset Management, Investments, Segmentation, Product Development, Marketing Strategy, Integrated Marketing, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Retirement, Competitive Intelligence, Product Management, Performance Measurement, Strategy Development, Market Research, Strategic Analysis, Securities, Competitive Analysis, Product Marketing, Client Retention, Strategic Planning, Business Planning, Strategic Thinking, Asset Managment, Strategy, Analysis, Leadership, Cross-functional Team..., Wealth Management, Management, Risk Management, Financial Services, Strategic Partnerships, Business Intelligence, Portfolio Management, Marketing, Mergers & Acquisitions, Training, Management Consulting, Financial Modeling, Analytics, Pensions, Relationship Management, Executive Management, Finance, Retirement Planning, Private Equity, Equities
Education
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
Virginia Commonwealth University - Graduate School of Business
MBA
Pennsylvania State University
Bachelor of Science (B.S.)
Univeristy of Pennsylvania - The Wharton School
Securities Industry Institute
Jim Geeza Jim Geeza's Merrill Lynch Experience January 2010 - April 2011
Job Delivery Driver at UPS
Industry Restaurants
Experience
UPS October 2014 - Present
Applebee's July 2010 - Present
Merrill Lynch January 2010 - April 2011
Sesame Place April 2001 - December 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Outlook, Teamwork, Sales, Leadership, Data Entry, Social Media, Customer Satisfaction
Education
Penn State University 2003 — 2008
Bachelor's degree, Kinesiology and Exercise Science
UPS October 2014 - Present
Applebee's July 2010 - Present
Merrill Lynch January 2010 - April 2011
Sesame Place April 2001 - December 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Outlook, Teamwork, Sales, Leadership, Data Entry, Social Media, Customer Satisfaction
Education
Penn State University 2003 — 2008
Bachelor's degree, Kinesiology and Exercise Science
Joseph Trull Joseph Trull's Merrill Lynch Experience June 2009 - September 2009
Job Pastor at Sanctuary Baptist Church
Industry Civic & Social Organization
Experience
Sanctuary Baptist Church March 2015 - Present
Milliken & Company January 2014 - September 2014
SunTrust Bank September 2013 - January 2014
Warehouse Services, Inc. June 2011 - September 2013
Augusta Richmond County September 2010 - May 2011
Merrill Lynch June 2009 - September 2009
Skills
Supply Chain, Research, Customer Service, Access, Non-profits, Courts, Critical Thinking, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Community Outreach, Communications, Financial Analysis, Public Speaking, Public Relations, SharePoint, Campaigns, Logistics, Expediting, SAP, Sales, Inventory Management, Process Improvement, Team Building, Management, Supervisory Skills, Financial Reporting, FIFO, Auditing, Analysis, Operations Management, Human Resources, Team Leadership, Strategic Planning
Education
Victory Baptist College 2010 — 2014
Bachelor of Arts (B.A.), Pastoral Theology
Pensacola Christian College 2005 — 2009
Bachelor of Science, Finance
Travelers Rest Senior High
Sanctuary Baptist Church March 2015 - Present
Milliken & Company January 2014 - September 2014
SunTrust Bank September 2013 - January 2014
Warehouse Services, Inc. June 2011 - September 2013
Augusta Richmond County September 2010 - May 2011
Merrill Lynch June 2009 - September 2009
Skills
Supply Chain, Research, Customer Service, Access, Non-profits, Courts, Critical Thinking, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Community Outreach, Communications, Financial Analysis, Public Speaking, Public Relations, SharePoint, Campaigns, Logistics, Expediting, SAP, Sales, Inventory Management, Process Improvement, Team Building, Management, Supervisory Skills, Financial Reporting, FIFO, Auditing, Analysis, Operations Management, Human Resources, Team Leadership, Strategic Planning
Education
Victory Baptist College 2010 — 2014
Bachelor of Arts (B.A.), Pastoral Theology
Pensacola Christian College 2005 — 2009
Bachelor of Science, Finance
Travelers Rest Senior High
Stephanie Stilwell Stephanie Stilwell's Merrill Lynch Experience September 2004 - December 2004
Job
Industry Financial Services
Experience
Penn State University August 2013 - May 2015
US Navy June 2007 - June 2011
UC Berkeley - Industrial Alliances Office January 2006 - December 2006
UC Berkeley - Natural History Museum August 2004 - December 2005
Merrill Lynch September 2004 - December 2004
Education
Penn State University 2013 — 2015
Master’s Degree, Accounting and Finance
University of California, Berkeley 2001 — 2007
Bachelor’s Degree, Political Economy
Penn State University August 2013 - May 2015
US Navy June 2007 - June 2011
UC Berkeley - Industrial Alliances Office January 2006 - December 2006
UC Berkeley - Natural History Museum August 2004 - December 2005
Merrill Lynch September 2004 - December 2004
Education
Penn State University 2013 — 2015
Master’s Degree, Accounting and Finance
University of California, Berkeley 2001 — 2007
Bachelor’s Degree, Political Economy
Noah Zurad Noah Zurad's Merrill Lynch Experience June 2011 - August 2011
Job Institutional Equity Sales Associate at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citi August 2013 - August 2014
Citigroup June 2012 - August 2013
Nittany Lion Fund LLC January 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Nittany Lion Fund LLC January 2010 - December 2010
Merrill Lynch June 2009 - August 2009
Deloitte July 2009 - July 2009
Skills
Bloomberg, Equities, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Finance
Education
Penn State University 2008 — 2012
Honors B.S., Finance, 3.95
Citi August 2014 - Present
Citi August 2013 - August 2014
Citigroup June 2012 - August 2013
Nittany Lion Fund LLC January 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Nittany Lion Fund LLC January 2010 - December 2010
Merrill Lynch June 2009 - August 2009
Deloitte July 2009 - July 2009
Skills
Bloomberg, Equities, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Finance
Education
Penn State University 2008 — 2012
Honors B.S., Finance, 3.95
Shawn Milligan Shawn Milligan's Merrill Lynch Experience June 2010 - August 2010
Job Lead Product Development Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte January 2012 - Present
The Judge Group May 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Skills
Leadership, Management, Strategic Planning, Sales, Training, Vendor Management, Technical Recruiting, Business Analysis
Education
Penn State University 2007 — 2011
Deloitte January 2012 - Present
The Judge Group May 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Skills
Leadership, Management, Strategic Planning, Sales, Training, Vendor Management, Technical Recruiting, Business Analysis
Education
Penn State University 2007 — 2011
Laura Nesbitt's Merrill Lynch Experience 2002 - 2007
Job Vice President at Pershing, a BNY Mellon company
Industry Marketing and Advertising
Experience
Pershing, a BNY Mellon company December 2012 - Present
Dow Jones & Company, Inc. September 2009 - August 2012
Merill Lynch July 2001 - September 2007
Merrill Lynch 2002 - 2007
Merrill Lynch 2002 - 2007
Merrill Lynch 2001 - 2002
Merrill Lynch 1998 - 2001
Fleet Bank 1995 - 1998
UJB 1997 - 1997
Skills
Series 7, Relationship Management, Financial Services, Marketing, Series 63, Marketing Strategy, Marketing Communications, Investments, Leadership, Project Management, Vendor Management, Product Marketing, Cross-functional Team..., Management, Wealth Management, Lead Generation, Email Marketing, Product Management, Market Research, B2B Marketing, Sales, Salesforce.com, Strategy, Training
Education
Penn State University 1976 — 1980
BS, Social Work
Pershing, a BNY Mellon company December 2012 - Present
Dow Jones & Company, Inc. September 2009 - August 2012
Merill Lynch July 2001 - September 2007
Merrill Lynch 2002 - 2007
Merrill Lynch 2002 - 2007
Merrill Lynch 2001 - 2002
Merrill Lynch 1998 - 2001
Fleet Bank 1995 - 1998
UJB 1997 - 1997
Skills
Series 7, Relationship Management, Financial Services, Marketing, Series 63, Marketing Strategy, Marketing Communications, Investments, Leadership, Project Management, Vendor Management, Product Marketing, Cross-functional Team..., Management, Wealth Management, Lead Generation, Email Marketing, Product Management, Market Research, B2B Marketing, Sales, Salesforce.com, Strategy, Training
Education
Penn State University 1976 — 1980
BS, Social Work
Donald Biordi's Merrill Lynch Experience May 1998 - October 2007
Job
Industry Information Technology and Services
Experience
Susquehanna International Group May 2008 - Present
Susquehanna International Group, LLP October 2007 - May 2008
Merrill Lynch May 1998 - October 2007
Lockheed Martin 1995 - 1998
Skills
SDLC, Integration, Software Documentation, Management, Leadership, Testing, System Administration, Servers, Software Design, Team Building, Data Analysis, System Deployment, Windows, Technical Leadership, Vendor Management, IT Strategy, Automation, Agile Methodologies, Business Analysis, Enterprise Architecture, Software Lifecycle, EPM, IT Management, Program Management, Unix, Software Project..., Continuous Integration, Requirements Analysis, Data Center, Process Improvement, Security, Enterprise Software, SQL, Troubleshooting, Quality Assurance, Windows Server, Linux
Education
Penn State University - University Park 1990 — 1993
Bachelor of Science, Electrical Engineering
St. Joseph's University 1988 — 1990
Susquehanna International Group May 2008 - Present
Susquehanna International Group, LLP October 2007 - May 2008
Merrill Lynch May 1998 - October 2007
Lockheed Martin 1995 - 1998
Skills
SDLC, Integration, Software Documentation, Management, Leadership, Testing, System Administration, Servers, Software Design, Team Building, Data Analysis, System Deployment, Windows, Technical Leadership, Vendor Management, IT Strategy, Automation, Agile Methodologies, Business Analysis, Enterprise Architecture, Software Lifecycle, EPM, IT Management, Program Management, Unix, Software Project..., Continuous Integration, Requirements Analysis, Data Center, Process Improvement, Security, Enterprise Software, SQL, Troubleshooting, Quality Assurance, Windows Server, Linux
Education
Penn State University - University Park 1990 — 1993
Bachelor of Science, Electrical Engineering
St. Joseph's University 1988 — 1990
Justin Styles's Merrill Lynch Experience June 2009 - July 2012
Job Investment Management Consultant at iShares
Industry Financial Services
Experience
iShares July 2012 - Present
Merrill Lynch June 2009 - July 2012
BlackRock Global Sales October 2006 - March 2009
BlackRock 2006 - 2009
Merrill Lynch 2004 - 2008
Merrill Lynch Investment Managers June 2004 - October 2006
BMW 2002 - 2002
Education
Penn State University 2000 — 2004
iShares July 2012 - Present
Merrill Lynch June 2009 - July 2012
BlackRock Global Sales October 2006 - March 2009
BlackRock 2006 - 2009
Merrill Lynch 2004 - 2008
Merrill Lynch Investment Managers June 2004 - October 2006
BMW 2002 - 2002
Education
Penn State University 2000 — 2004
Brian Heyert's Merrill Lynch Experience February 2008 - February 2009
Job Experienced Financial Analyst
Industry Financial Services
Experience
Barclays November 2012 - Present
BofA Merrill Lynch July 2010 - December 2011
Bank of America March 2009 - July 2010
Merrill Lynch February 2008 - February 2009
Merrill Lynch July 2006 - February 2008
Merrill Lynch July 2005 - July 2006
Education
Penn State University 2001 — 2005
BS, Finance, minor in Economics
CFA Institute
Completed Level I
Barclays November 2012 - Present
BofA Merrill Lynch July 2010 - December 2011
Bank of America March 2009 - July 2010
Merrill Lynch February 2008 - February 2009
Merrill Lynch July 2006 - February 2008
Merrill Lynch July 2005 - July 2006
Education
Penn State University 2001 — 2005
BS, Finance, minor in Economics
CFA Institute
Completed Level I
Carl Raff's Merrill Lynch Experience April 2006 - June 2007
Job connecting people, ideas and capital
Industry Renewables & Environment
Experience
Hydrocore, Inc. March 2011 - Present
Business Enhancement Associates August 2008 - Present
March Companies July 2007 - August 2008
Merrill Lynch April 2006 - June 2007
Morgan Stanley October 2000 - May 2004
American Senior Development September 1997 - September 2000
Carra Company January 1994 - August 1997
Skills
Investments, Financial Advisory, Strategic Financial..., Corporate Finance, Due Diligence, Financial Analysis, Mergers, Portfolio Management, Series 7, Capital Markets, Investment Management, Management Consulting, Structured Finance, Finance, Banking, Small Business..., Strategic Planning
Education
Pepperdine University 1987 — 1988
MBA, Master of Business Administration- Executive Program
University of Colorado Boulder 1975 — 1980
BS, Architectural Engineering
University of Colorado Boulder - Leeds School of Business 1975 — 1980
BS, Finance
Hydrocore, Inc. March 2011 - Present
Business Enhancement Associates August 2008 - Present
March Companies July 2007 - August 2008
Merrill Lynch April 2006 - June 2007
Morgan Stanley October 2000 - May 2004
American Senior Development September 1997 - September 2000
Carra Company January 1994 - August 1997
Skills
Investments, Financial Advisory, Strategic Financial..., Corporate Finance, Due Diligence, Financial Analysis, Mergers, Portfolio Management, Series 7, Capital Markets, Investment Management, Management Consulting, Structured Finance, Finance, Banking, Small Business..., Strategic Planning
Education
Pepperdine University 1987 — 1988
MBA, Master of Business Administration- Executive Program
University of Colorado Boulder 1975 — 1980
BS, Architectural Engineering
University of Colorado Boulder - Leeds School of Business 1975 — 1980
BS, Finance
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
Michael Wajda's Merrill Lynch Experience September 2001 - March 2006
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi March 2006 - January 2009
Merrill Lynch September 2001 - March 2006
Skills
Series 7, Wealth Management, Equities, Financial Services, Business Analysis, Securities, Business Strategy, Product Management, Re-engineering, Product Development, Project Management, Software Development..., Process Redesign, Mockups, Equity Compensation, Business Workflows, SharePoint, Process Flow, Software Requirements, Business Requirements, Business Process..., 10b5-1 Plans, JIRA, Requirements Analysis, Regulatory Requirements
Education
Stevens Institute of Technology 2011 — 2013
MS, Computer Science
Penn State University 1997 — 2001
BS, Psychology
Morgan Stanley Smith Barney June 2009 - Present
Citi March 2006 - January 2009
Merrill Lynch September 2001 - March 2006
Skills
Series 7, Wealth Management, Equities, Financial Services, Business Analysis, Securities, Business Strategy, Product Management, Re-engineering, Product Development, Project Management, Software Development..., Process Redesign, Mockups, Equity Compensation, Business Workflows, SharePoint, Process Flow, Software Requirements, Business Requirements, Business Process..., 10b5-1 Plans, JIRA, Requirements Analysis, Regulatory Requirements
Education
Stevens Institute of Technology 2011 — 2013
MS, Computer Science
Penn State University 1997 — 2001
BS, Psychology
Marilyn Feldstein's Merrill Lynch Experience 1998 - 2000
Job Career Coach | Speaker | Author (904) 4430059
Industry Professional Training & Coaching
Experience
Career Choices Unlimited, Inc. January 2000 - Present
Webster University January 2003 - Present
Merrill Lynch 1998 - 2000
AccuStaff 1996 - 1998
AT&T American Transtech 1983 - 1996
Skills
Career Development, Interviews, Career Counseling, Coaching, Training, Career Management, Talent Management, Resume Writing, Recruiting, Temporary Placement, Building Relationships, Resume, Public Speaking, Job Coaching, Training Delivery, Personnel Management, Leadership, Management, Interview Preparation, Outplacement, Presentations, Program Management, Leadership Development, Job Search, Executive Coaching, Benefits Negotiation, Workshop Development, MBTI, Entrepreneurship, Organizational..., Instructor-led Training, Job Search Strategies, Time Management, Mock Interviews, Workshop Facilitation, Adult Education, Conflict Resolution, Performance Improvement, Workforce Development, Conducting Assessments, Improving Human..., Coaching for Improvement, MBTI Certified
Education
Penn State University 1982 — 1983
M.P.A.
University of South Florida
B.A.
Career Choices Unlimited, Inc. January 2000 - Present
Webster University January 2003 - Present
Merrill Lynch 1998 - 2000
AccuStaff 1996 - 1998
AT&T American Transtech 1983 - 1996
Skills
Career Development, Interviews, Career Counseling, Coaching, Training, Career Management, Talent Management, Resume Writing, Recruiting, Temporary Placement, Building Relationships, Resume, Public Speaking, Job Coaching, Training Delivery, Personnel Management, Leadership, Management, Interview Preparation, Outplacement, Presentations, Program Management, Leadership Development, Job Search, Executive Coaching, Benefits Negotiation, Workshop Development, MBTI, Entrepreneurship, Organizational..., Instructor-led Training, Job Search Strategies, Time Management, Mock Interviews, Workshop Facilitation, Adult Education, Conflict Resolution, Performance Improvement, Workforce Development, Conducting Assessments, Improving Human..., Coaching for Improvement, MBTI Certified
Education
Penn State University 1982 — 1983
M.P.A.
University of South Florida
B.A.
Adam Bays's Merrill Lynch Experience July 2003 - October 2007
Job Agent/Owner at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance October 2010 - Present
Monex Deposit Company October 2007 - October 2010
Merrill Lynch July 2003 - October 2007
Rackspace Managed Hosting June 2002 - September 2003
Develocom, Inc March 1998 - July 2002
Epoch Internet June 2000 - June 2001
CAD Technologies July 1996 - March 1998
Skills
Business Development, Business Analysis, Product Development, Strategic Planning, Competitive Analysis, Marketing, Strategic Partnerships, E-commerce, Start-ups, Sales Management, CRM, Finance, Financial Services, Management, Negotiation, Product Management, Project Management, SaaS, Sales
Education
Trinity Law School 2010 — 2013
JD, Law
Pepperdine University 2001 — 2005
BS, Business Management
State Farm Insurance October 2010 - Present
Monex Deposit Company October 2007 - October 2010
Merrill Lynch July 2003 - October 2007
Rackspace Managed Hosting June 2002 - September 2003
Develocom, Inc March 1998 - July 2002
Epoch Internet June 2000 - June 2001
CAD Technologies July 1996 - March 1998
Skills
Business Development, Business Analysis, Product Development, Strategic Planning, Competitive Analysis, Marketing, Strategic Partnerships, E-commerce, Start-ups, Sales Management, CRM, Finance, Financial Services, Management, Negotiation, Product Management, Project Management, SaaS, Sales
Education
Trinity Law School 2010 — 2013
JD, Law
Pepperdine University 2001 — 2005
BS, Business Management
Kevin Suhey's Merrill Lynch Experience July 2010 - February 2012
Job Associate at Three Ocean Partners LLC
Industry Investment Banking
Experience
Three Ocean Partners LLC February 2012 - Present
Merrill Lynch July 2010 - February 2012
The Abbey Company May 2009 - August 2009
Uplifting Athletes January 2005 - March 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Equities, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Penn State University 2005 — 2008
Bachelor of Science (B.S.), Mechanical Engineering
Three Ocean Partners LLC February 2012 - Present
Merrill Lynch July 2010 - February 2012
The Abbey Company May 2009 - August 2009
Uplifting Athletes January 2005 - March 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Equities, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Penn State University 2005 — 2008
Bachelor of Science (B.S.), Mechanical Engineering
Jim Wiggins's Merrill Lynch Experience 1985 - 2005
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Merrill Lynch 1985 - 2005
Skills
Financial Services, Marketing, Strategic Communications, Corporate Communications, Business Strategy, Media Relations, Investor Relations, Crisis Communications, Private Equity, Internal Communications, Management, Public Relations, Asset Management, Publishing, Editing, Journalism, Series 7, Alternative Investments, Mutual Funds, Digital Marketing, Risk Management, Investments, Fixed Income, Communication Training, Strategy, Copywriting, Social Media Marketing, Content Strategy, Marketing Strategy, Speech Writing, Investment Banking, Content Management, Press Releases, Capital Markets, Digital Media, Series 63, Marketing Communications, Social Media, Equities, Content Development, Portfolio Management, Wealth Management, Integrated Marketing, Editorial, Securities, Strategic Planning, Hedge Funds, Mergers & Acquisitions, Asset Allocation
Education
Penn State University 1968 — 1972
BA, journalism
Morgan Stanley May 2006 - Present
Merrill Lynch 1985 - 2005
Skills
Financial Services, Marketing, Strategic Communications, Corporate Communications, Business Strategy, Media Relations, Investor Relations, Crisis Communications, Private Equity, Internal Communications, Management, Public Relations, Asset Management, Publishing, Editing, Journalism, Series 7, Alternative Investments, Mutual Funds, Digital Marketing, Risk Management, Investments, Fixed Income, Communication Training, Strategy, Copywriting, Social Media Marketing, Content Strategy, Marketing Strategy, Speech Writing, Investment Banking, Content Management, Press Releases, Capital Markets, Digital Media, Series 63, Marketing Communications, Social Media, Equities, Content Development, Portfolio Management, Wealth Management, Integrated Marketing, Editorial, Securities, Strategic Planning, Hedge Funds, Mergers & Acquisitions, Asset Allocation
Education
Penn State University 1968 — 1972
BA, journalism
Debbie Schipper's Merrill Lynch Experience 1986 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
merrill lynch 1986 - 2005
Education
Penn State University
merrill lynch 1986 - 2005
Education
Penn State University
TC Cosby's Merrill Lynch Experience January 2007 - January 2008
Job Managing Director, Global Structured Products & Mortgage Sales
Industry Financial Services
Experience
Angel Oak Capital Advisors, LLC June 2015 - Present
Bank of America Merrill Lynch January 2013 - January 2015
Bank of America Merrill Lynch January 2008 - January 2013
Merrill Lynch January 2007 - January 2008
Merrill Lynch July 2005 - January 2007
Merrill Lynch June 2004 - August 2004
Skills
Series 7, Structured Products, Sales, Fixed Income, Bloomberg, Alternative Investments, Equities, Investments, Marketing, Portfolio Management, Series 63, Asset Management, Hedge Funds, Microsoft Office, Mutual Funds, Process Improvement, Trading, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Structured Finance, Securities, Derivatives, Leadership, Strategic Planning, Finance, Management, Bonds, Banking, Financial Services, Credit
Education
Penn State University 2000 — 2004
Bachelor’s Degree
McDonogh School 1989 — 2000
Angel Oak Capital Advisors, LLC June 2015 - Present
Bank of America Merrill Lynch January 2013 - January 2015
Bank of America Merrill Lynch January 2008 - January 2013
Merrill Lynch January 2007 - January 2008
Merrill Lynch July 2005 - January 2007
Merrill Lynch June 2004 - August 2004
Skills
Series 7, Structured Products, Sales, Fixed Income, Bloomberg, Alternative Investments, Equities, Investments, Marketing, Portfolio Management, Series 63, Asset Management, Hedge Funds, Microsoft Office, Mutual Funds, Process Improvement, Trading, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Structured Finance, Securities, Derivatives, Leadership, Strategic Planning, Finance, Management, Bonds, Banking, Financial Services, Credit
Education
Penn State University 2000 — 2004
Bachelor’s Degree
McDonogh School 1989 — 2000
Harrison Kivowitz's Merrill Lynch Experience June 2008 - Present
Job Emerging Markets LatAm Trader
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Fitch Ratings June 2007 - August 2007
Skills
Derivatives, Bloomberg, Trading, Valuation, Fixed Income
Education
Penn State University 2004 — 2008
BS, Finance, Spanish, International Business
Merrill Lynch June 2008 - Present
Fitch Ratings June 2007 - August 2007
Skills
Derivatives, Bloomberg, Trading, Valuation, Fixed Income
Education
Penn State University 2004 — 2008
BS, Finance, Spanish, International Business
Gregory Tanner's Merrill Lynch Experience December 1997 - May 2004
Job Vice President at JP Morgan Chase
Industry Accounting
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns 2004 - 2008
Merrill Lynch December 1997 - May 2004
Skills
Fixed Income, Securities, Equities, Capital Markets, Investment Banking, Bonds, Accounting, Loans, Leveraged Finance, Finance
Education
Penn State University 1990 — 1994
BS, Finance, General
Syosset High School
JPMorgan Chase June 2008 - Present
Bear Stearns 2004 - 2008
Merrill Lynch December 1997 - May 2004
Skills
Fixed Income, Securities, Equities, Capital Markets, Investment Banking, Bonds, Accounting, Loans, Leveraged Finance, Finance
Education
Penn State University 1990 — 1994
BS, Finance, General
Syosset High School
Jim Hamilton, CFA, CCIM's Merrill Lynch Experience May 1993 - July 1995
Job Director at SENTRE
Industry Real Estate
Experience
SENTRE December 2005 - Present
ENCAD, Inc. July 1997 - October 2005
Provident Capital Corp. June 1995 - June 1997
Merrill Lynch May 1993 - July 1995
Merrill Lynch 1993 - 1995
United States Marine Corps May 1989 - May 1993
Education
Penn State University 1985 — 1989
BS, Economics & Finance
Pleasantville High School
SENTRE December 2005 - Present
ENCAD, Inc. July 1997 - October 2005
Provident Capital Corp. June 1995 - June 1997
Merrill Lynch May 1993 - July 1995
Merrill Lynch 1993 - 1995
United States Marine Corps May 1989 - May 1993
Education
Penn State University 1985 — 1989
BS, Economics & Finance
Pleasantville High School
Amy Majewski's Merrill Lynch Experience August 1998 - August 2003
Job Manager, Retirement Benefits at Baker & McKenzie
Industry Human Resources
Experience
Baker & McKenzie August 2003 - Present
Merrill Lynch August 1998 - August 2003
Education
Penn State University 1993 — 1997
Baker & McKenzie August 2003 - Present
Merrill Lynch August 1998 - August 2003
Education
Penn State University 1993 — 1997
Jonathan Broder's Merrill Lynch Experience November 2010 - August 2011
Job Prime Services at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
Credit Suisse 2014 - 2014
J.P. Morgan August 2013 - December 2013
Merrill Lynch November 2010 - August 2011
ICAP December 2009 - March 2010
Lehman Brothers October 2004 - March 2008
Skills
Bloomberg Terminal, Options, Bloomberg
Education
Penn State University
Bachelors of science, Accounting and Finance
Credit Suisse May 2014 - Present
Credit Suisse 2014 - 2014
J.P. Morgan August 2013 - December 2013
Merrill Lynch November 2010 - August 2011
ICAP December 2009 - March 2010
Lehman Brothers October 2004 - March 2008
Skills
Bloomberg Terminal, Options, Bloomberg
Education
Penn State University
Bachelors of science, Accounting and Finance
Dana Lynch's Merrill Lynch Experience January 2001 - October 2001
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Merrill Lynch January 2001 - October 2001
Fleet Credit Card Services June 1999 - August 2000
Cendant June 1996 - June 1999
Mellon Bank April 1994 - May 1996
Skills
Strategic Planning, Marketing Strategy, Marketing, Email Marketing, Account Management
Education
Penn State University 1989 — 1993
Merrill Lynch January 2001 - October 2001
Fleet Credit Card Services June 1999 - August 2000
Cendant June 1996 - June 1999
Mellon Bank April 1994 - May 1996
Skills
Strategic Planning, Marketing Strategy, Marketing, Email Marketing, Account Management
Education
Penn State University 1989 — 1993
Yuri Rischak's Merrill Lynch Experience February 2000 - November 2000
Job Entrepreneur at RYM International, LLC
Industry Import and Export
Experience
RYM International LLC September 2014 - Present
AM Retail Group November 2006 - Present
Ukrainian Selfreliance Federal Credit Union July 2014 - September 2014
Executive Loan Center February 2005 - September 2005
Wood River Village January 2004 - February 2004
Northwestern Mutual Financial Network September 2002 - March 2003
Merrill Lynch February 2000 - November 2000
Skills
Insurance, Residential and..., Retail Management, Sales, Accounting, Management, Forecasting, Inventory Management, Customer Service, Marketing, Financial Analysis, Pricing, Finance, Access, Retail, Strategic Planning, Teamwork, Loans, Hiring
Education
Penn State University 1995 — 2001
BSBAB, Business Administration
RYM International LLC September 2014 - Present
AM Retail Group November 2006 - Present
Ukrainian Selfreliance Federal Credit Union July 2014 - September 2014
Executive Loan Center February 2005 - September 2005
Wood River Village January 2004 - February 2004
Northwestern Mutual Financial Network September 2002 - March 2003
Merrill Lynch February 2000 - November 2000
Skills
Insurance, Residential and..., Retail Management, Sales, Accounting, Management, Forecasting, Inventory Management, Customer Service, Marketing, Financial Analysis, Pricing, Finance, Access, Retail, Strategic Planning, Teamwork, Loans, Hiring
Education
Penn State University 1995 — 2001
BSBAB, Business Administration
Rob Kucenski's Merrill Lynch Experience May 1994 - September 1995
Job ...
Industry Information Technology and Services
Experience
IBM June 2015 - Present
Phytel, Inc. February 2009 - May 2015
Pariveda Solutions September 2008 - February 2009
Direct Energy October 2007 - September 2008
Direct Energy April 2007 - October 2007
Keffer Software May 2003 - April 2007
Strategic Energy August 1999 - March 2003
Sarcom May 1997 - August 1999
Allegheny Investments September 1995 - May 1997
Merrill Lynch May 1994 - September 1995
Skills
Integration, Databases, Business Analysis, Microsoft SQL Server, SSIS, Visual Basic, ETL, Healthcare, Telecommunications, SDLC, System Deployment, Requirements Analysis, SQL, Visio, Program Management, Business Intelligence, Insurance, Enterprise Architecture, Software Documentation, NextGen, Problem Solving, Deployment
Education
Penn State University 1989 — 1993
BS, Economics
IBM June 2015 - Present
Phytel, Inc. February 2009 - May 2015
Pariveda Solutions September 2008 - February 2009
Direct Energy October 2007 - September 2008
Direct Energy April 2007 - October 2007
Keffer Software May 2003 - April 2007
Strategic Energy August 1999 - March 2003
Sarcom May 1997 - August 1999
Allegheny Investments September 1995 - May 1997
Merrill Lynch May 1994 - September 1995
Skills
Integration, Databases, Business Analysis, Microsoft SQL Server, SSIS, Visual Basic, ETL, Healthcare, Telecommunications, SDLC, System Deployment, Requirements Analysis, SQL, Visio, Program Management, Business Intelligence, Insurance, Enterprise Architecture, Software Documentation, NextGen, Problem Solving, Deployment
Education
Penn State University 1989 — 1993
BS, Economics
Wendy Prestholt's Merrill Lynch Experience January 1986 - December 1988
Job Legal Services Professional
Industry Legal Services
Experience
Biyoshi January 2006 - April 2012
CPM October 2012 - 2012
Louie & Stettler September 2010 - October 2010
Direct Realty March 2010 - April 2010
Prestholt & Fidone, LLP January 1989 - December 2005
Merrill Lynch January 1986 - December 1988
Education
Pepperdine University
B.S., Business Administration
Pepperdine University
B.S, Business Administration
Biyoshi January 2006 - April 2012
CPM October 2012 - 2012
Louie & Stettler September 2010 - October 2010
Direct Realty March 2010 - April 2010
Prestholt & Fidone, LLP January 1989 - December 2005
Merrill Lynch January 1986 - December 1988
Education
Pepperdine University
B.S., Business Administration
Pepperdine University
B.S, Business Administration
Staci Talbot's Merrill Lynch Experience September 1996 - July 2003
Job Sr Consultant at Verizon
Industry Financial Services
Experience
Verizon May 2009 - Present
Lehman Brothers May 2005 - November 2008
Lehman Brothers July 2003 - May 2005
Merrill Lynch September 1996 - July 2003
Skills
Forecasting, Financial Analysis, Project Management, Change Management, Vendor Management, CRM, Finance, Project Planning, Management, Analysis, Variance Analysis, Team Building, General Ledger, Business Analysis, Corporate Finance, Cross-functional Team..., Business Process..., Budgets, Telecommunications
Education
Seton Hall University 2012 — 2013
Certificate of Advanced Study in Accounting
Penn State University 1992 — 1996
BA
Verizon May 2009 - Present
Lehman Brothers May 2005 - November 2008
Lehman Brothers July 2003 - May 2005
Merrill Lynch September 1996 - July 2003
Skills
Forecasting, Financial Analysis, Project Management, Change Management, Vendor Management, CRM, Finance, Project Planning, Management, Analysis, Variance Analysis, Team Building, General Ledger, Business Analysis, Corporate Finance, Cross-functional Team..., Business Process..., Budgets, Telecommunications
Education
Seton Hall University 2012 — 2013
Certificate of Advanced Study in Accounting
Penn State University 1992 — 1996
BA
Lou Lattari's Merrill Lynch Experience 2001 - 2004
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Pacer Financial February 2011 - December 2011
AIG SunAmerica May 2007 - April 2009
The Hartford 2004 - 2007
Merrill Lynch 2001 - 2004
Skills
Series 7, Mutual Funds, Fixed Annuities, ETFs, Retirement Planning, Series 63, Variable Annuities, Retirement, Alternative Investments, Asset Allocation, Investments, Separately Managed..., Financial Advisory
Education
Penn State University 1994 — 1999
B.A., Logistics
Ameriprise Financial Services, Inc. July 2012 - Present
Pacer Financial February 2011 - December 2011
AIG SunAmerica May 2007 - April 2009
The Hartford 2004 - 2007
Merrill Lynch 2001 - 2004
Skills
Series 7, Mutual Funds, Fixed Annuities, ETFs, Retirement Planning, Series 63, Variable Annuities, Retirement, Alternative Investments, Asset Allocation, Investments, Separately Managed..., Financial Advisory
Education
Penn State University 1994 — 1999
B.A., Logistics
Atilla Bora's Merrill Lynch Experience February 2013 - Present
Job Vice President, Dev. Manager at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch January 2011 - January 2013
Merrill Lynch July 2006 - December 2010
Unisys May 2005 - August 2005
Penn State University 2000 - 2002
Skills
C#, Software Project..., .NET, SQL, SDLC, ASP.NET, Software Development, JavaScript, Microsoft SQL Server, SOA, Agile Methodologies, Enterprise Architecture, Programming, C, AngularJS, Test Driven Development
Education
Penn State University 2002 — 2006
BS, Computer Science major, Math/Chinese minor
Üsküdar American Academy 1996 — 2002
High School
Merrill Lynch February 2013 - Present
Merrill Lynch January 2011 - January 2013
Merrill Lynch July 2006 - December 2010
Unisys May 2005 - August 2005
Penn State University 2000 - 2002
Skills
C#, Software Project..., .NET, SQL, SDLC, ASP.NET, Software Development, JavaScript, Microsoft SQL Server, SOA, Agile Methodologies, Enterprise Architecture, Programming, C, AngularJS, Test Driven Development
Education
Penn State University 2002 — 2006
BS, Computer Science major, Math/Chinese minor
Üsküdar American Academy 1996 — 2002
High School
John Strauss's Merrill Lynch Experience January 1990 - June 1996
Job Senior Investment Analyst at Vanguard
Industry Investment Management
Experience
Vanguard June 1997 - Present
Fulton Bank June 1996 - June 1997
Merrill Lynch January 1990 - June 1996
Skills
Asset Managment, Series 63, Investment Advisory, Wealth Management, Series 7, Portfolio Management, Alternative Investments, Institutional Investors, Series 65, Retirement Planning, 401k, Fixed Income, Strategic Financial..., Hedge Funds, Bonds, Defined Benefit, Pensions, Capital Markets, Bloomberg, ETFs
Education
Penn State University 1975 — 1980
BS
Penn State University 1975 — 1980
Vanguard June 1997 - Present
Fulton Bank June 1996 - June 1997
Merrill Lynch January 1990 - June 1996
Skills
Asset Managment, Series 63, Investment Advisory, Wealth Management, Series 7, Portfolio Management, Alternative Investments, Institutional Investors, Series 65, Retirement Planning, 401k, Fixed Income, Strategic Financial..., Hedge Funds, Bonds, Defined Benefit, Pensions, Capital Markets, Bloomberg, ETFs
Education
Penn State University 1975 — 1980
BS
Penn State University 1975 — 1980
Dhana (Greene) Arvelo's Merrill Lynch Experience 1994 - 2000
Job Senior Account Executive at Euro RSCG Life Catapult
Industry Marketing and Advertising
Experience
H4B Catapult March 2007 - Present
Medical Education Group 2002 - 2007
Alan Brooks Design 2000 - 2001
Merrill Lynch 1994 - 2000
Skills
Integrated Marketing, Interactive Marketing, Direct Marketing, Creative Strategy, Digital Strategy, Direct Mail, Digital Marketing, Interactive Advertising, Advertising, Creative Direction
Education
Bordentown Regional High School
Diploma
Penn State University
BA
H4B Catapult March 2007 - Present
Medical Education Group 2002 - 2007
Alan Brooks Design 2000 - 2001
Merrill Lynch 1994 - 2000
Skills
Integrated Marketing, Interactive Marketing, Direct Marketing, Creative Strategy, Digital Strategy, Direct Mail, Digital Marketing, Interactive Advertising, Advertising, Creative Direction
Education
Bordentown Regional High School
Diploma
Penn State University
BA
Cynthia Prokopovich's Merrill Lynch Experience June 2011 - March 2014
Job Divisional Business Control Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch June 2011 - March 2014
Charles Schwab March 2007 - June 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Legg Mason August 2000 - December 2000
Skills
Series 7, Series 66, Series 9/10
Education
Villanova University 2009 — 2011
MBA, Strategic Management & Finance
Penn State University 2001 — 2005
B.S., Finance
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch June 2011 - March 2014
Charles Schwab March 2007 - June 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Legg Mason August 2000 - December 2000
Skills
Series 7, Series 66, Series 9/10
Education
Villanova University 2009 — 2011
MBA, Strategic Management & Finance
Penn State University 2001 — 2005
B.S., Finance
Jason Umlah's Merrill Lynch Experience 2011 - Present
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group December 2013 - Present
Merrill Lynch 2011 - Present
Bank of America 2006 - 2011
Merrill Lynch 2001 - 2005
Skills
Strategy, Management, Finance, Team Management, Forecasting
Education
Penn State University 2003 — 2005
MBA
Villanova University 1996 — 2000
Bachelor of Science, Finance
The Blackstone Group December 2013 - Present
Merrill Lynch 2011 - Present
Bank of America 2006 - 2011
Merrill Lynch 2001 - 2005
Skills
Strategy, Management, Finance, Team Management, Forecasting
Education
Penn State University 2003 — 2005
MBA
Villanova University 1996 — 2000
Bachelor of Science, Finance
Maria Liotta's Merrill Lynch Experience 2007 - 2009
Job Director and VP of Finance, QoSient
Industry Computer Networking
Experience
Fred Alger Management November 2010 - December 2014
Citigroup Global Markets May 2009 - July 2010
Merrill Lynch 2007 - 2009
Skills
Portfolio Management, Capital Markets, Investments, Fixed Income, Healthcare, Hedge Funds, Equities, Equity Research, Financial Modeling, Alternative Investments, Asset Management, Asset Managment, Valuation, Private Equity, Emerging Markets
Education
Pennsylvania College of Optometry
Doctor of Optometry
Pennsylvania College of Optometry
Bachelor of Science, Optical Science
University of Pittsburgh
Bachelor of Science, Magna cum Laude, Biology and Psychology
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration, Finance Concentration
Fred Alger Management November 2010 - December 2014
Citigroup Global Markets May 2009 - July 2010
Merrill Lynch 2007 - 2009
Skills
Portfolio Management, Capital Markets, Investments, Fixed Income, Healthcare, Hedge Funds, Equities, Equity Research, Financial Modeling, Alternative Investments, Asset Management, Asset Managment, Valuation, Private Equity, Emerging Markets
Education
Pennsylvania College of Optometry
Doctor of Optometry
Pennsylvania College of Optometry
Bachelor of Science, Optical Science
University of Pittsburgh
Bachelor of Science, Magna cum Laude, Biology and Psychology
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration, Finance Concentration
Karim Khawaja's Merrill Lynch Experience August 2008 - December 2008
Job Commercial Developer at GE Oil & Gas
Industry Oil & Energy
Experience
GE Oil & Gas January 2015 - Present
Key Energy Services September 2013 - January 2015
United Safety January 2011 - December 2012
United Safety January 2011 - March 2011
Automatic Data Processing (ADP) June 2009 - July 2010
Ernst & Young February 2009 - May 2009
Merrill Lynch August 2008 - December 2008
Ernst & Young June 2006 - July 2006
Citibank July 2005 - August 2005
National Petroleum Services - NPS June 2004 - July 2004
Skills
Account Management, Valuation, Business Development, Business Strategy, Management, Training, Sales Operations, Sales Process, Human Resources, Lead Generation, MS word, Excel (Pivot..., Business Process..., Marketing, Finance, Banking, Negotiation, Business Analysis, CRM, Start-ups, New Business Development, Leadership, Market Research, Operations Management, Analysis, Team Leadership, Financial Analysis, Strategic Planning, Business Planning, Oil & Gas
Education
Penn State University 2004 — 2008
BSc., Financial Services
GE Oil & Gas January 2015 - Present
Key Energy Services September 2013 - January 2015
United Safety January 2011 - December 2012
United Safety January 2011 - March 2011
Automatic Data Processing (ADP) June 2009 - July 2010
Ernst & Young February 2009 - May 2009
Merrill Lynch August 2008 - December 2008
Ernst & Young June 2006 - July 2006
Citibank July 2005 - August 2005
National Petroleum Services - NPS June 2004 - July 2004
Skills
Account Management, Valuation, Business Development, Business Strategy, Management, Training, Sales Operations, Sales Process, Human Resources, Lead Generation, MS word, Excel (Pivot..., Business Process..., Marketing, Finance, Banking, Negotiation, Business Analysis, CRM, Start-ups, New Business Development, Leadership, Market Research, Operations Management, Analysis, Team Leadership, Financial Analysis, Strategic Planning, Business Planning, Oil & Gas
Education
Penn State University 2004 — 2008
BSc., Financial Services
Robert McGinnis's Merrill Lynch Experience January 2008 - March 2009
Job Facilities Services Professional
Industry Facilities Services
Experience
Merrill Lynch January 2008 - March 2009
Middle Bucks Institute of Technology July 2006 - January 2008
New Hope-Solebury School District July 2003 - July 2006
Silverberg Associates February 1999 - July 2003
New Jersey Manufactures Insurance Co February 1998 - February 1999
Education
Penn State University 1979 — 1982
Associate Degree, Electrical Engineering Technology
Merrill Lynch January 2008 - March 2009
Middle Bucks Institute of Technology July 2006 - January 2008
New Hope-Solebury School District July 2003 - July 2006
Silverberg Associates February 1999 - July 2003
New Jersey Manufactures Insurance Co February 1998 - February 1999
Education
Penn State University 1979 — 1982
Associate Degree, Electrical Engineering Technology
Kathleen Dougherty's Merrill Lynch Experience 2000 - 2001
Job Global Project Delivery & Portfolio Management at QVC
Industry Retail
Experience
QVC February 2012 - Present
Sykes January 2005 - February 2012
Titan Corporation 2003 - 2005
Merrill Lynch 2000 - 2001
Summit Bank 1996 - 2000
Colonial Penn Life Insurance August 1987 - July 1996
Skills
Program Management, CRM, Vendor Management, Account Management, Call Centers, Strategic Planning, Cross-functional Team..., Team Leadership, Operations Management, Customer Experience, Project Portfolio..., Customer Service, Project Management, Process Improvement, Talent Developer, Call Center, Customer Relations, Requirements Analysis, Continuous Improvement, Client Services, Client Relationship..., Certified Project..., Government Contracts, financial services, insurance, Contact Center..., Contact Center..., Contact Center..., Customer Retention, Customer Service..., project mananagement, Business Strategy, Capital Budgeting, Operating Budgets, Training Delivery, Drafting Policies, Procedure Manuals, Manage Client..., Portfolio Management
Education
DeVry University
Bachelor of Science, Project Management/Technical Management, 100
Penn State University
QVC February 2012 - Present
Sykes January 2005 - February 2012
Titan Corporation 2003 - 2005
Merrill Lynch 2000 - 2001
Summit Bank 1996 - 2000
Colonial Penn Life Insurance August 1987 - July 1996
Skills
Program Management, CRM, Vendor Management, Account Management, Call Centers, Strategic Planning, Cross-functional Team..., Team Leadership, Operations Management, Customer Experience, Project Portfolio..., Customer Service, Project Management, Process Improvement, Talent Developer, Call Center, Customer Relations, Requirements Analysis, Continuous Improvement, Client Services, Client Relationship..., Certified Project..., Government Contracts, financial services, insurance, Contact Center..., Contact Center..., Contact Center..., Customer Retention, Customer Service..., project mananagement, Business Strategy, Capital Budgeting, Operating Budgets, Training Delivery, Drafting Policies, Procedure Manuals, Manage Client..., Portfolio Management
Education
DeVry University
Bachelor of Science, Project Management/Technical Management, 100
Penn State University
Jesse Pryor's Merrill Lynch Experience 1999 - 2000
Job Senior Infrastructure Engineer at Velocity Managed Services, Inc.
Industry Computer Hardware
Experience
Velocity Managed Services, Inc. January 2015 - Present
Quaker Maid Meats December 2012 - January 2015
integraONE January 2011 - December 2012
The Bancorp Bank May 2009 - January 2011
The Bancorp Bank April 2009 - January 2011
Community Health Systems August 2004 - April 2009
Brandywine Hospital October 2003 - April 2009
Mobile Money 2006 - 2009
KPMG May 2000 - May 2004
Merrill Lynch 1999 - 2000
Skills
VMware, VMware View, Server Architecture, Microsoft Certified..., Virtualization, Servers, Cisco Technologies, HP, Data Center, Active Directory, Disaster Recovery, SAN, Hardware, VPN, Windows Server, vSphere, Network Administration, Software Installation, Troubleshooting, Laptops, VMware vSphere
Education
Downingtown Senior High School 1986 — 1990
Academic
Pennsylvania Institute of Technology
Coursework, Electronics Engineering Technology
West Chester University
Velocity Managed Services, Inc. January 2015 - Present
Quaker Maid Meats December 2012 - January 2015
integraONE January 2011 - December 2012
The Bancorp Bank May 2009 - January 2011
The Bancorp Bank April 2009 - January 2011
Community Health Systems August 2004 - April 2009
Brandywine Hospital October 2003 - April 2009
Mobile Money 2006 - 2009
KPMG May 2000 - May 2004
Merrill Lynch 1999 - 2000
Skills
VMware, VMware View, Server Architecture, Microsoft Certified..., Virtualization, Servers, Cisco Technologies, HP, Data Center, Active Directory, Disaster Recovery, SAN, Hardware, VPN, Windows Server, vSphere, Network Administration, Software Installation, Troubleshooting, Laptops, VMware vSphere
Education
Downingtown Senior High School 1986 — 1990
Academic
Pennsylvania Institute of Technology
Coursework, Electronics Engineering Technology
West Chester University
Michael Strayhorn, CIMA, CRPC's Merrill Lynch Experience April 2004 - May 2007
Job WealthVest Marketing Retirement Income Consultant servicing FAs, Agents, RIAs & Financial Planners
Industry Financial Services
Experience
WealthVest Marketing June 2014 - Present
6001 Silver Star Partners, LLC September 2012 - July 2013
Lincoln Financial Group January 2011 - September 2012
Lincoln Financial Group January 2010 - January 2011
Merrill Lynch / Bank of America June 2007 - April 2009
Merrill Lynch April 2004 - May 2007
Morgan Stanley Investment Management January 1997 - May 2002
Leading Wall St. Firms June 1986 - December 1996
Skills
Series 7, Series 24 (Registered..., Series 63, Finance, Strategy, Alternative Investments, Investments, Mutual Funds, Financial Services, Financial Analysis, Portfolio Management, Retirement Planning, Leadership, Retirement, Fixed Annuities
Education
Penn State University
Master of Business Administration (MBA), Finance
The College of William and Mary
Bachelor of Arts (BA), Economics
WealthVest Marketing June 2014 - Present
6001 Silver Star Partners, LLC September 2012 - July 2013
Lincoln Financial Group January 2011 - September 2012
Lincoln Financial Group January 2010 - January 2011
Merrill Lynch / Bank of America June 2007 - April 2009
Merrill Lynch April 2004 - May 2007
Morgan Stanley Investment Management January 1997 - May 2002
Leading Wall St. Firms June 1986 - December 1996
Skills
Series 7, Series 24 (Registered..., Series 63, Finance, Strategy, Alternative Investments, Investments, Mutual Funds, Financial Services, Financial Analysis, Portfolio Management, Retirement Planning, Leadership, Retirement, Fixed Annuities
Education
Penn State University
Master of Business Administration (MBA), Finance
The College of William and Mary
Bachelor of Arts (BA), Economics
Gail Nida's Merrill Lynch Experience January 2000 - Present
Job Managing Director's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2000 - Present
Merrill Lynch 1987 - 2000
Education
Pensacola Junior College 1970 — 1971
Business
Merrill Lynch January 2000 - Present
Merrill Lynch 1987 - 2000
Education
Pensacola Junior College 1970 — 1971
Business
Paiak Vaid's Merrill Lynch Experience July 2012 - Present
Job Institutional Commodity Sales at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Nittany Lion Fund January 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
CIT Group June 2010 - August 2010
Education
Penn State University 2008 — 2011
Finance
Merrill Lynch July 2012 - Present
Nittany Lion Fund January 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
CIT Group June 2010 - August 2010
Education
Penn State University 2008 — 2011
Finance
Marc Zindle's Merrill Lynch Experience 2001 - 2008
Job Project Manager Derivatives at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch March 2006 - Present
Merrill Lynch 2001 - 2008
JPMorgan Chase September 1999 - February 2001
Sumitomo Trust and Banking February 1997 - August 1999
Education
Pensacola Christian College 1990 — 1994
B.S., Electronic Journalism, Computer Science
Bank of America Merrill Lynch March 2006 - Present
Merrill Lynch 2001 - 2008
JPMorgan Chase September 1999 - February 2001
Sumitomo Trust and Banking February 1997 - August 1999
Education
Pensacola Christian College 1990 — 1994
B.S., Electronic Journalism, Computer Science
Aaron Piccone, CFA's Merrill Lynch Experience January 1997 - January 2007
Job Portfolio Strategy Consultant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2007 - Present
BNY Mellon January 2007 - July 2007
Merrill Lynch January 1997 - January 2007
Skills
Wealth Management, Mutual Funds, Portfolio Management, Finance, Hedge Funds, Investments, Asset Allocation, Series 7, Investment Advisory, Retirement Planning, Investment Strategies
Education
Pepperdine University 1993 — 1996
Business Administration, Business
UBS Wealth Management July 2007 - Present
BNY Mellon January 2007 - July 2007
Merrill Lynch January 1997 - January 2007
Skills
Wealth Management, Mutual Funds, Portfolio Management, Finance, Hedge Funds, Investments, Asset Allocation, Series 7, Investment Advisory, Retirement Planning, Investment Strategies
Education
Pepperdine University 1993 — 1996
Business Administration, Business
Rodney Hutter's Merrill Lynch Experience September 2000 - March 2004
Job Managing Director at Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group April 2006 - Present
DZ BANK AG March 2004 - April 2006
Merrill Lynch September 2000 - March 2004
Deutsche Bank Securities May 1999 - September 2000
Merrill Lynch May 1994 - April 1999
FGIC 1991 - 1994
Education
Penn State University 1985 — 1989
Bachelor of Science (BS), Accounting
Fortress Investment Group April 2006 - Present
DZ BANK AG March 2004 - April 2006
Merrill Lynch September 2000 - March 2004
Deutsche Bank Securities May 1999 - September 2000
Merrill Lynch May 1994 - April 1999
FGIC 1991 - 1994
Education
Penn State University 1985 — 1989
Bachelor of Science (BS), Accounting
Amy Defibaugh's Merrill Lynch Experience 2000 - 2002
Job Sr. Recruiting Consultant with a passion for superior customer service and achieving aggressive hiring goals.
Industry Human Resources
Experience
Matthews Asia September 2015 - Present
Golden Gate Bridge, Highway and Transportation District November 2014 - May 2015
Autodesk May 2014 - October 2014
Pacific Gas & Electric October 2013 - March 2014
Medivation July 2013 - August 2013
American Cancer Society September 2007 - September 2012
Kaiser Permanente 2006 - 2007
Wells Fargo 2004 - 2006
Merrill Lynch 2000 - 2002
Search West 1996 - 2000
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Onboarding, College Recruiting, Technical Recruiting, Employee Relations, Human Resources, Sourcing, Performance Management, Executive Search, Employee Engagement, Leadership Development, Internet Recruiting, Resume Writing, Coaching, Training Delivery, Building Relationships, Management, Hiring, Policy, Workforce Planning, SDLC, Temporary Placement, Interviews, Staffing Services, Deferred Compensation, Employer Branding, Benefits Negotiation, Career Development, Taleo, Screening Resumes, Contract Recruitment, Cold Calling, Personnel Management, Screening, Relationship Building
Education
Penn State University
Master of Business Administration (MBA)/MA French Studies
Matthews Asia September 2015 - Present
Golden Gate Bridge, Highway and Transportation District November 2014 - May 2015
Autodesk May 2014 - October 2014
Pacific Gas & Electric October 2013 - March 2014
Medivation July 2013 - August 2013
American Cancer Society September 2007 - September 2012
Kaiser Permanente 2006 - 2007
Wells Fargo 2004 - 2006
Merrill Lynch 2000 - 2002
Search West 1996 - 2000
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Onboarding, College Recruiting, Technical Recruiting, Employee Relations, Human Resources, Sourcing, Performance Management, Executive Search, Employee Engagement, Leadership Development, Internet Recruiting, Resume Writing, Coaching, Training Delivery, Building Relationships, Management, Hiring, Policy, Workforce Planning, SDLC, Temporary Placement, Interviews, Staffing Services, Deferred Compensation, Employer Branding, Benefits Negotiation, Career Development, Taleo, Screening Resumes, Contract Recruitment, Cold Calling, Personnel Management, Screening, Relationship Building
Education
Penn State University
Master of Business Administration (MBA)/MA French Studies
Kyle Grupp's Merrill Lynch Experience September 2010 - Present
Job Student at Penn State University
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Education
Penn State University 2005 — 2009
B.S., Economics
Holy Ghost Preparatory School 2001 — 2005
Merrill Lynch September 2010 - Present
Education
Penn State University 2005 — 2009
B.S., Economics
Holy Ghost Preparatory School 2001 — 2005
Christina Mabe-DiStefano's Merrill Lynch Experience June 1996 - October 2002
Job HNW Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1996 - October 2002
Education
Pepperdine University
Bachelor of Science (BS), Sports Medicine Residency Program
Merrill Lynch June 1996 - October 2002
Education
Pepperdine University
Bachelor of Science (BS), Sports Medicine Residency Program
Maryann Resavy's Merrill Lynch Experience March 2002 - Present
Job Vice President, Services and Operations at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2002 - Present
Education
Penn State University 1997 — 2001
B.S., Business Management
Merrill Lynch March 2002 - Present
Education
Penn State University 1997 — 2001
B.S., Business Management
Phillip Hawkins's Merrill Lynch Experience June 2008 - May 2010
Job Trader at Snyder Capital Mgmt LP
Industry Financial Services
Experience
Snyder Capital Management LP July 2014 - Present
Travel May 2013 - April 2014
Bank of America / Merrill Lynch May 2010 - March 2013
Merrill Lynch June 2008 - May 2010
Merrill Lynch June 2008 - August 2009
Merrill Lynch July 2006 - June 2008
Merrill Lynch June 2005 - September 2005
MetLife June 2004 - September 2004
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Capital Markets, Investment Banking, Series 7, Hedge Funds, Equity Derivatives, Equity Trading, Electronic Trading, Trading, Investments, Financial Modeling, Mutual Funds
Education
Penn State University 2002 — 2006
Bachelor's Degree, Finance, General
Snyder Capital Management LP July 2014 - Present
Travel May 2013 - April 2014
Bank of America / Merrill Lynch May 2010 - March 2013
Merrill Lynch June 2008 - May 2010
Merrill Lynch June 2008 - August 2009
Merrill Lynch July 2006 - June 2008
Merrill Lynch June 2005 - September 2005
MetLife June 2004 - September 2004
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Capital Markets, Investment Banking, Series 7, Hedge Funds, Equity Derivatives, Equity Trading, Electronic Trading, Trading, Investments, Financial Modeling, Mutual Funds
Education
Penn State University 2002 — 2006
Bachelor's Degree, Finance, General
Steven Borland's Merrill Lynch Experience 1976 - 1991
Job Senior Systems Program Analyst at Temple University Health System
Industry Hospital & Health Care
Experience
Temple University Health System May 2000 - Present
Temple University Health System March 2000 - Present
Tenet Healthcare 1995 - 2000
SIEMENS (previously SMS - Shared Medical Systems) 1991 - 1995
Merrill Lynch 1976 - 1991
Skills
Healthcare Information..., Healthcare, Visio, Analysis, Leadership, Technical Support, EHR, Software Documentation, Training, Process Improvement, Management, Team Building, Data Analysis
Education
Temple University - Fox School of Business and Management 2009 — 2013
Master of Business Administration (M.B.A.), Information Technology
Pennsylvania State University-Great Valley Graduate Center 1993 — 2003
Master's Degree, Systematic Instructional Design
West Chester University of Pennsylvania 1972 — 1975
Bachelor's Degree, Secondary Education and Teaching
Temple University Health System May 2000 - Present
Temple University Health System March 2000 - Present
Tenet Healthcare 1995 - 2000
SIEMENS (previously SMS - Shared Medical Systems) 1991 - 1995
Merrill Lynch 1976 - 1991
Skills
Healthcare Information..., Healthcare, Visio, Analysis, Leadership, Technical Support, EHR, Software Documentation, Training, Process Improvement, Management, Team Building, Data Analysis
Education
Temple University - Fox School of Business and Management 2009 — 2013
Master of Business Administration (M.B.A.), Information Technology
Pennsylvania State University-Great Valley Graduate Center 1993 — 2003
Master's Degree, Systematic Instructional Design
West Chester University of Pennsylvania 1972 — 1975
Bachelor's Degree, Secondary Education and Teaching
Caitlin Sieg's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Michael Page International November 2010 - May 2012
Skills
Executive Search, Private Equity, Hedge Funds, Investment Banking, Venture Capital, Asset Managment, Investments
Education
Penn State University
BA, Marketing
Merrill Lynch June 2012 - Present
Michael Page International November 2010 - May 2012
Skills
Executive Search, Private Equity, Hedge Funds, Investment Banking, Venture Capital, Asset Managment, Investments
Education
Penn State University
BA, Marketing
Bryan Lemley's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Smeal Trading Room August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
UniCredit Bank June 2011 - July 2011
Education
Penn State University 2009 — 2013
B.S., Finance
Penn State University 2009 — 2013
BS, Finance
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
Smeal Trading Room August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
UniCredit Bank June 2011 - July 2011
Education
Penn State University 2009 — 2013
B.S., Finance
Penn State University 2009 — 2013
BS, Finance
Neil Klein's Merrill Lynch Experience 1987 - 1992
Job Senior Portfolio Manager & Principal at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management May 2008 - Present
Abner, Herrman & Brock Asset Management 2005 - 2008
Oppenheimer & Co. 1996 - 2005
Merrill Lynch Asset Management 1992 - 1996
Merrill Lynch 1987 - 1992
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA
Penn State University 1983 — 1987
BA, Agri Business Mgmt
Carret Asset Management May 2008 - Present
Abner, Herrman & Brock Asset Management 2005 - 2008
Oppenheimer & Co. 1996 - 2005
Merrill Lynch Asset Management 1992 - 1996
Merrill Lynch 1987 - 1992
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA
Penn State University 1983 — 1987
BA, Agri Business Mgmt
Nicholas Borelli's Merrill Lynch Experience March 2010 - December 2011
Job Recruiting Coordinator at JP Morgan Chase
Industry Human Resources
Experience
JP Morgan Chase 2014 - Present
Wells Fargo Financial December 2011 - May 2014
Merrill Lynch March 2010 - December 2011
Education
Penn State University 2005 — 2009
JP Morgan Chase 2014 - Present
Wells Fargo Financial December 2011 - May 2014
Merrill Lynch March 2010 - December 2011
Education
Penn State University 2005 — 2009
Stephen Budd's Merrill Lynch Experience March 1998 - September 2009
Job MD at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon November 2012 - Present
JP Morgan October 2009 - June 2012
Merrill Lynch March 1998 - September 2009
Merrill Lynch March 1998 - September 2009
Skills
Fixed Income, Risk Management, Portfolio Management, Structured Finance, MBS, Asset Management, Structured Products, Alternative Investments, Series 7, Fixed Income Trading
Education
Penn State University 1981 — 1985
BS Marketing, Minor Economics, Economics & Marketing
Princeton High School 1979 — 1981
BNY Mellon November 2012 - Present
JP Morgan October 2009 - June 2012
Merrill Lynch March 1998 - September 2009
Merrill Lynch March 1998 - September 2009
Skills
Fixed Income, Risk Management, Portfolio Management, Structured Finance, MBS, Asset Management, Structured Products, Alternative Investments, Series 7, Fixed Income Trading
Education
Penn State University 1981 — 1985
BS Marketing, Minor Economics, Economics & Marketing
Princeton High School 1979 — 1981
Danielle Stackiewicz's Merrill Lynch Experience July 2007 - December 2008
Job Product Manager at Q1Media
Industry Information Technology and Services
Experience
Q1Media September 2014 - Present
Star Management Services LLC April 2013 - Present
Morgan Stanley April 2010 - April 2013
Bank of America January 2009 - April 2013
Merrill Lynch July 2007 - December 2008
Skills
Microsoft Office, MS Project, Experienced Business..., Photoshop, Siebel, Quality Center, TFS, Oracle HR, Project Management, Business Objects, Visio, Quality Assurance, User Acceptance Testing, SDLC, Requirements Analysis, Functional..., Issue Management, Change Management
Education
Penn State University
Bachelor of Science, Business Management
Q1Media September 2014 - Present
Star Management Services LLC April 2013 - Present
Morgan Stanley April 2010 - April 2013
Bank of America January 2009 - April 2013
Merrill Lynch July 2007 - December 2008
Skills
Microsoft Office, MS Project, Experienced Business..., Photoshop, Siebel, Quality Center, TFS, Oracle HR, Project Management, Business Objects, Visio, Quality Assurance, User Acceptance Testing, SDLC, Requirements Analysis, Functional..., Issue Management, Change Management
Education
Penn State University
Bachelor of Science, Business Management
Paul Turchetta's Merrill Lynch Experience May 2005 - October 2006
Job Controller at Columbus Hill Capital Management
Industry Investment Management
Experience
Columbus Hill Capital Management October 2006 - Present
Merrill Lynch May 2005 - October 2006
Derivatives Portfolio Management, LLC November 2002 - May 2005
Deloitte September 1999 - November 2002
Education
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Columbus Hill Capital Management October 2006 - Present
Merrill Lynch May 2005 - October 2006
Derivatives Portfolio Management, LLC November 2002 - May 2005
Deloitte September 1999 - November 2002
Education
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank