Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Scott Lacy Scott Lacy's Merrill Lynch Experience July 2008 - May 2011
Job Senior Consultant at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group February 2014 - Present
Seterus, Inc December 2012 - February 2014
Seterus, Inc. October 2011 - December 2012
IBM Lender Business Process Services, Inc. October 2010 - October 2011
IBM Lender Business Process Services, Inc. March 2010 - May 2011
Merrill Lynch July 2008 - May 2011
Wilshire Credit Corporation / Merrill Lynch 2008 - 2008
First Consumers National Bank 1995 - 2004
Skills
Loans, Operations Management, Foreclosures, Risk Management, Program Management, Call Center, Portfolio Management, Project Management, Credit, Business Analysis, Microsoft Excel, Budgets, Customer Service, Process Improvement, Analysis, PowerPoint, Microsoft Word, Banking, Change Management, Team Building, Access, Call Centers, Compliance, Data Analysis, Leadership, Loss Mitigation, Management, Strategic Planning, Team Leadership, Vendor Management
Education
University of Phoenix 2003 — 2008
Bachelor's degree, Business Management
Portland State University
Business Administration and Management, General
Carlisle & Gallagher Consulting Group February 2014 - Present
Seterus, Inc December 2012 - February 2014
Seterus, Inc. October 2011 - December 2012
IBM Lender Business Process Services, Inc. October 2010 - October 2011
IBM Lender Business Process Services, Inc. March 2010 - May 2011
Merrill Lynch July 2008 - May 2011
Wilshire Credit Corporation / Merrill Lynch 2008 - 2008
First Consumers National Bank 1995 - 2004
Skills
Loans, Operations Management, Foreclosures, Risk Management, Program Management, Call Center, Portfolio Management, Project Management, Credit, Business Analysis, Microsoft Excel, Budgets, Customer Service, Process Improvement, Analysis, PowerPoint, Microsoft Word, Banking, Change Management, Team Building, Access, Call Centers, Compliance, Data Analysis, Leadership, Loss Mitigation, Management, Strategic Planning, Team Leadership, Vendor Management
Education
University of Phoenix 2003 — 2008
Bachelor's degree, Business Management
Portland State University
Business Administration and Management, General
Gail Rubinfed Gail Rubinfed's Merrill Lynch Experience 1980 - 1989
Job owner at Turtle Beach Resort
Industry Hospitality
Experience
Turtle Beach Resort 1993 - Present
self empolyed 1970 - 2013
Merrill Lynch 1980 - 1989
Skills
Customer Service, Event Planning, Event Management, Fashion Design, Small Business, Drawing, Sales, Tourism, Creative Writing, Illustration, Printmaking
Education
University of Connecticut 1988 — 1989
Continuing Education, Real Estate Broker
Pratt Institute 1970 — 1974
Bachelor of Fine Arts (BFA), Fashion/Apparel Design
Turtle Beach Resort 1993 - Present
self empolyed 1970 - 2013
Merrill Lynch 1980 - 1989
Skills
Customer Service, Event Planning, Event Management, Fashion Design, Small Business, Drawing, Sales, Tourism, Creative Writing, Illustration, Printmaking
Education
University of Connecticut 1988 — 1989
Continuing Education, Real Estate Broker
Pratt Institute 1970 — 1974
Bachelor of Fine Arts (BFA), Fashion/Apparel Design
Cuong (Connor) Nguyen Cuong (Connor) Nguyen's Merrill Lynch Experience March 2012 - September 2012
Job Investment Banking Analyst at Salem Partners LLC
Industry Financial Services
Experience
Salem Partners LLC June 2013 - Present
UC Irvine Student Managed Investment Fund April 2012 - June 2013
Roth Capital Partners December 2012 - April 2013
Merrill Lynch March 2012 - September 2012
Harvey & Company LLC January 2012 - April 2012
Simpluris Technologies Private Limited October 2011 - January 2012
Portland State University Campus Recreation September 2010 - June 2011
Skills
Microsoft Office, Banner Accounting System, Vietnamese, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Data Analysis, Outlook, Research, Access, Tax, Customer Service, Pivot Tables, Public Speaking, Bloomberg Terminal, Analysis, Mergers & Acquisitions, Event Planning, Financial Analysis, English, Financial Modeling, Account Reconciliation, Corporate Finance, Time Management, Valuation, Leadership, Critical Thinking, Strategic Planning, Equities, Economics, Portfolio Management, Financial Reporting, Nonprofits, Windows, Team Leadership, Data Entry, Market Research, Bloomberg, Management, Fundraising, Finance, Project Management, Facebook, Social Networking, Social Media, Forecasting, Teamwork, Auditing, Statistics
Education
University of California, Irvine 2011 — 2013
Bachelor of Art, Business Administration (Accounting)
Portland State University - School of Business 2009 — 2011
Finance, General
Fairmont Preparatory Academy 2005 — 2009
High School
Salem Partners LLC June 2013 - Present
UC Irvine Student Managed Investment Fund April 2012 - June 2013
Roth Capital Partners December 2012 - April 2013
Merrill Lynch March 2012 - September 2012
Harvey & Company LLC January 2012 - April 2012
Simpluris Technologies Private Limited October 2011 - January 2012
Portland State University Campus Recreation September 2010 - June 2011
Skills
Microsoft Office, Banner Accounting System, Vietnamese, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Data Analysis, Outlook, Research, Access, Tax, Customer Service, Pivot Tables, Public Speaking, Bloomberg Terminal, Analysis, Mergers & Acquisitions, Event Planning, Financial Analysis, English, Financial Modeling, Account Reconciliation, Corporate Finance, Time Management, Valuation, Leadership, Critical Thinking, Strategic Planning, Equities, Economics, Portfolio Management, Financial Reporting, Nonprofits, Windows, Team Leadership, Data Entry, Market Research, Bloomberg, Management, Fundraising, Finance, Project Management, Facebook, Social Networking, Social Media, Forecasting, Teamwork, Auditing, Statistics
Education
University of California, Irvine 2011 — 2013
Bachelor of Art, Business Administration (Accounting)
Portland State University - School of Business 2009 — 2011
Finance, General
Fairmont Preparatory Academy 2005 — 2009
High School
Chance Cross Chance Cross's Merrill Lynch Experience July 2012 - July 2013
Job Investment Banking Analyst at Tribal Financial
Industry Financial Services
Experience
Tribal Financial October 2013 - Present
Merrill Lynch July 2012 - July 2013
Skills
Microsoft Excel, JavaScript, Bloomberg Terminal, Salesforce.com, Stata, Portfolio Management
Education
Princeton University 2008 — 2012
A.B., Economics, Minor in Finance, 3.5 GPA
Tribal Financial October 2013 - Present
Merrill Lynch July 2012 - July 2013
Skills
Microsoft Excel, JavaScript, Bloomberg Terminal, Salesforce.com, Stata, Portfolio Management
Education
Princeton University 2008 — 2012
A.B., Economics, Minor in Finance, 3.5 GPA
Tom Mooney Tom Mooney's Merrill Lynch Experience June 2007 - July 2009
Job Software Architect at Learning.com
Industry Information Technology and Services
Experience
Learning.com September 2015 - Present
Neighbor Market Project January 2012 - Present
CorVel Corporation March 2012 - August 2015
IBM July 2009 - March 2012
Portland Central America Solidarity Committee May 2010 - May 2011
Merrill Lynch June 2007 - July 2009
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, T-SQL, SSIS, SSRS, jQuery, Agile Methodologies, TFS, Visual Studio, JavaScript, Web Development, MVC, ASP.NET MVC, SQL Server, WCF, LINQ, Test Driven Development, HTML, CSS, GIMP, IIS, Ruby On Rails, MS Test, AJAX, Linux, Apache, MySQL, PostgreSQL, Knockout.js
Education
Portland State University 2010 — 2013
Oregon Master of Software Engineering, Software Engineering
Portland State University 2010 — 2011
Masters Certificate, Software Engineering
Portland State University 2001 — 2004
BA, Economics
Learning.com September 2015 - Present
Neighbor Market Project January 2012 - Present
CorVel Corporation March 2012 - August 2015
IBM July 2009 - March 2012
Portland Central America Solidarity Committee May 2010 - May 2011
Merrill Lynch June 2007 - July 2009
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, T-SQL, SSIS, SSRS, jQuery, Agile Methodologies, TFS, Visual Studio, JavaScript, Web Development, MVC, ASP.NET MVC, SQL Server, WCF, LINQ, Test Driven Development, HTML, CSS, GIMP, IIS, Ruby On Rails, MS Test, AJAX, Linux, Apache, MySQL, PostgreSQL, Knockout.js
Education
Portland State University 2010 — 2013
Oregon Master of Software Engineering, Software Engineering
Portland State University 2010 — 2011
Masters Certificate, Software Engineering
Portland State University 2001 — 2004
BA, Economics
Edgar Gonzalez Edgar Gonzalez's Merrill Lynch Experience July 2002 - June 2004
Job Vice President at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2015 - Present
Goldman Sachs December 2011 - May 2015
Goldman Sachs July 2008 - December 2011
Goldman Sachs June 2007 - August 2007
Wells Fargo Securities, LLC July 2004 - June 2006
Merrill Lynch July 2002 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Fixed Income, Corporate Finance, Emerging Markets, Due Diligence, LBO, Corporate Development, Mergers & Acquisitions, Derivatives, Financial Analysis, Equity Valuation, M&A experience, Equities
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Financial Accounting, Strategic Management, Finance
Princeton University 1998 — 2002
AB, Politics
Nuveen Investments June 2015 - Present
Goldman Sachs December 2011 - May 2015
Goldman Sachs July 2008 - December 2011
Goldman Sachs June 2007 - August 2007
Wells Fargo Securities, LLC July 2004 - June 2006
Merrill Lynch July 2002 - June 2004
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Fixed Income, Corporate Finance, Emerging Markets, Due Diligence, LBO, Corporate Development, Mergers & Acquisitions, Derivatives, Financial Analysis, Equity Valuation, M&A experience, Equities
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Financial Accounting, Strategic Management, Finance
Princeton University 1998 — 2002
AB, Politics
Luis F. Prada Luis F. Prada's Merrill Lynch Experience 1998 - 2002
Job VP Sales and Marketing
Industry Information Technology and Services
Experience
Mapador Inc. March 2015 - Present
K of C November 2011 - 2013
CIBC August 2005 - April 2011
CIBC August 2005 - January 2006
Merrill Lynch 1998 - 2002
Skills
Extensive experience in..., Extensive experience..., Excellent liason with..., Extremely organized and..., Established track..., Excellent people skills..., Excellent in..., Business Analysis, Management, Business Intelligence, Project Planning, Finance, Insurance, SDLC, Project Management, Business Process..., Risk Management, Business Process, Analysis, Project Portfolio..., Financial Risk, Requirements Analysis, IT Strategy, Vendor Management, Change Management, Leadership, Software Project..., Strategic Planning
Education
York University 1977 — 1979
Computer and Information Sciences and Support Services
Seneca College of Applied Arts and Technology 1974 — 1979
Systems Programming and Analysis
Pontificia Universidad Javeriana 1971 — 1973
Mapador Inc. March 2015 - Present
K of C November 2011 - 2013
CIBC August 2005 - April 2011
CIBC August 2005 - January 2006
Merrill Lynch 1998 - 2002
Skills
Extensive experience in..., Extensive experience..., Excellent liason with..., Extremely organized and..., Established track..., Excellent people skills..., Excellent in..., Business Analysis, Management, Business Intelligence, Project Planning, Finance, Insurance, SDLC, Project Management, Business Process..., Risk Management, Business Process, Analysis, Project Portfolio..., Financial Risk, Requirements Analysis, IT Strategy, Vendor Management, Change Management, Leadership, Software Project..., Strategic Planning
Education
York University 1977 — 1979
Computer and Information Sciences and Support Services
Seneca College of Applied Arts and Technology 1974 — 1979
Systems Programming and Analysis
Pontificia Universidad Javeriana 1971 — 1973
Mark Tompkins Mark Tompkins's Merrill Lynch Experience January 1999 - January 2001
Job Financial Consultant at Sterling Investment Group at Umpqua Bank
Industry Financial Services
Experience
Sterling Investment Group at Umpqua Bank November 2013 - Present
HomeFederal Investments October 2006 - November 2013
Wachovia Securities January 2005 - June 2006
CitiGroup / CitiMortgage - Smith Barney HomeLoan December 2004 - January 2006
Prudential Bank and Trust January 2001 - January 2002
Merrill Lynch January 1999 - January 2001
Merrill Lynch Credit Corporation lending products January 1997 - January 1999
Bank of America January 1996 - January 1997
Bank of America January 1995 - January 1996
Bank of America January 1994 - January 1995
Skills
Investment Management, Project Portfolio..., Commercial Mortgages, Portfolio Management, Loans, Financial Services, Mortgage Lending, Investments, Strategic Financial..., Banking, Series 7, Wealth Management, Commercial Lending, Investment Advisory, Financial Analysis, Retirement Planning, Financial Modeling, Financial Advisory, Asset Managment, Finance, Insurance, Securities, Asset Management, Asset Allocation, Retirement, Underwriting, Credit Analysis, Commercial Banking, Financial Planning
Education
Portland State University 1986 — 1991
Bachelor of Science, Business Administration and Marketing
Sterling Investment Group at Umpqua Bank November 2013 - Present
HomeFederal Investments October 2006 - November 2013
Wachovia Securities January 2005 - June 2006
CitiGroup / CitiMortgage - Smith Barney HomeLoan December 2004 - January 2006
Prudential Bank and Trust January 2001 - January 2002
Merrill Lynch January 1999 - January 2001
Merrill Lynch Credit Corporation lending products January 1997 - January 1999
Bank of America January 1996 - January 1997
Bank of America January 1995 - January 1996
Bank of America January 1994 - January 1995
Skills
Investment Management, Project Portfolio..., Commercial Mortgages, Portfolio Management, Loans, Financial Services, Mortgage Lending, Investments, Strategic Financial..., Banking, Series 7, Wealth Management, Commercial Lending, Investment Advisory, Financial Analysis, Retirement Planning, Financial Modeling, Financial Advisory, Asset Managment, Finance, Insurance, Securities, Asset Management, Asset Allocation, Retirement, Underwriting, Credit Analysis, Commercial Banking, Financial Planning
Education
Portland State University 1986 — 1991
Bachelor of Science, Business Administration and Marketing
Andrew Sowa Andrew Sowa's Merrill Lynch Experience January 2012 - February 2015
Job Residential Loan Investing at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited March 2015 - Present
Merrill Lynch January 2012 - February 2015
Merrill Lynch July 2009 - January 2012
Merrill Lynch June 2008 - August 2008
Skills
Quantitative Analytics, Data Analysis, Structured Finance, Quantitative Finance, Banking, Securitization, Capital Markets
Education
Princeton University 2005 — 2009
BSE, Operations Research & Financial Engineering
Global Atlantic Financial Group Limited March 2015 - Present
Merrill Lynch January 2012 - February 2015
Merrill Lynch July 2009 - January 2012
Merrill Lynch June 2008 - August 2008
Skills
Quantitative Analytics, Data Analysis, Structured Finance, Quantitative Finance, Banking, Securitization, Capital Markets
Education
Princeton University 2005 — 2009
BSE, Operations Research & Financial Engineering
David Covin's Merrill Lynch Experience 2002 - 2003
Job Chief Operating Officer at Fremont Group
Industry Financial Services
Experience
Princeton University Rowing Association June 1991 - Present
Princeton National Rowing Association November 2011 - Present
Fremont Group March 2015 - Present
Citi October 2010 - February 2015
McKinsey & Company September 2006 - October 2010
JPMorgan Chase 2003 - 2005
Merrill Lynch 2002 - 2003
Goldman Sachs 1991 - 2002
Skills
Derivatives, Strategic Planning, Capital Markets, Management Consulting, Hedge Funds, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Fixed Income, Equities, Structured Products, FX, Trading, Securities, Risk Management, Risk, Structuring, Business Strategy, Strategy Development, Financial Markets, Debt, Options, Bonds, Credit Risk, Financial Analysis, Equity Derivatives
Education
Princeton University 1987 — 1991
AB, Economics
Pine TRee
Pine TRee
Princeton University Rowing Association June 1991 - Present
Princeton National Rowing Association November 2011 - Present
Fremont Group March 2015 - Present
Citi October 2010 - February 2015
McKinsey & Company September 2006 - October 2010
JPMorgan Chase 2003 - 2005
Merrill Lynch 2002 - 2003
Goldman Sachs 1991 - 2002
Skills
Derivatives, Strategic Planning, Capital Markets, Management Consulting, Hedge Funds, Investment Banking, Corporate Finance, Private Equity, Financial Modeling, Fixed Income, Equities, Structured Products, FX, Trading, Securities, Risk Management, Risk, Structuring, Business Strategy, Strategy Development, Financial Markets, Debt, Options, Bonds, Credit Risk, Financial Analysis, Equity Derivatives
Education
Princeton University 1987 — 1991
AB, Economics
Pine TRee
Pine TRee
Keith Pagan Keith Pagan's Merrill Lynch Experience May 1998 - April 2000
Job Owner at Nassau Partners, Strategy Consultants
Industry Management Consulting
Experience
Nassau Partners April 1990 - Present
Bain&Co,Bechtel,Belvedere cos,Chevron,H&Q,KPMG,McKesson,McKinsey&Co,PacBell, Mako Medical, et al. April 1990 - Present
Belvedere companies September 2008 - December 2014
Sanctuary Securities October 2007 - December 2008
Blue River Asset Management November 2001 - September 2006
The Guardsmen October 2002 - September 2005
Salomon Smith Barney (now Morgan Stanley) April 2000 - November 2001
Merrill Lynch May 1998 - April 2000
BankAmerica Capital Corporation November 1992 - July 1997
Skills
Hedge Funds, Management Consulting, Project Management, Sales Operations, Alternative Investments, Portfolio Management, Business Development, 40 Act Hedge Funds, Alternative Investment..., Alternative Strategy..., Fund Of Funds, Equities, Investments, Investment Management, Fixed Income, Mutual Funds, Trading, Microsoft Project, Asset Management, Structured Products, Investment Strategies, Hedging, Private Placements, Fundraising, Capital Markets, Credit Derivatives, Wealth Management, Due Diligence, Bonds, Structured Finance, Asset Allocation, Financial Markets, Options, CRM Databases, Securities Regulation, Securities, Business Strategy, Private Equity, Consulting, Venture Capital, Investment Banking, Finance, Strategy, Financial Structuring, Funding, Laboratory Equipment, Marketing Strategy
Education
Princeton University 1985 — 1989
AB, Economics
Nassau Partners April 1990 - Present
Bain&Co,Bechtel,Belvedere cos,Chevron,H&Q,KPMG,McKesson,McKinsey&Co,PacBell, Mako Medical, et al. April 1990 - Present
Belvedere companies September 2008 - December 2014
Sanctuary Securities October 2007 - December 2008
Blue River Asset Management November 2001 - September 2006
The Guardsmen October 2002 - September 2005
Salomon Smith Barney (now Morgan Stanley) April 2000 - November 2001
Merrill Lynch May 1998 - April 2000
BankAmerica Capital Corporation November 1992 - July 1997
Skills
Hedge Funds, Management Consulting, Project Management, Sales Operations, Alternative Investments, Portfolio Management, Business Development, 40 Act Hedge Funds, Alternative Investment..., Alternative Strategy..., Fund Of Funds, Equities, Investments, Investment Management, Fixed Income, Mutual Funds, Trading, Microsoft Project, Asset Management, Structured Products, Investment Strategies, Hedging, Private Placements, Fundraising, Capital Markets, Credit Derivatives, Wealth Management, Due Diligence, Bonds, Structured Finance, Asset Allocation, Financial Markets, Options, CRM Databases, Securities Regulation, Securities, Business Strategy, Private Equity, Consulting, Venture Capital, Investment Banking, Finance, Strategy, Financial Structuring, Funding, Laboratory Equipment, Marketing Strategy
Education
Princeton University 1985 — 1989
AB, Economics
Neil Plein's Merrill Lynch Experience May 2010 - December 2010
Job Retirement Plan Consultant at AKT Wealth Advisors LP
Industry Financial Services
Experience
AKT Wealth Advisors LP November 2012 - Present
Invest n Retire, LLC December 2010 - April 2012
Merrill Lynch May 2010 - December 2010
Education
University of Oxford 2006 — 2008
Advanced Diploma, History
Portland State University 2002 — 2006
Bachelor's Degree, Project Management
AKT Wealth Advisors LP November 2012 - Present
Invest n Retire, LLC December 2010 - April 2012
Merrill Lynch May 2010 - December 2010
Education
University of Oxford 2006 — 2008
Advanced Diploma, History
Portland State University 2002 — 2006
Bachelor's Degree, Project Management
Anna Casper Anna Casper's Merrill Lynch Experience May 2004 - February 2010
Job Manager Gregory Funding
Industry Financial Services
Experience
Gregory Funding April 2015 - Present
IBM March 2012 - March 2015
IBM March 2010 - February 2012
Merrill Lynch May 2004 - February 2010
Wilshire Credit Corporation May 1997 - April 2004
Wells Fargo 1993 - 1997
Skills
Mortgage Servicing, Coaching, Leadership, Change Management, Project Management, User Acceptance Testing, Process Improvement, Business Analysis, Risk Management, Vendor Management, Cross-functional Team..., Team Management, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, SDLC, Management, Regulatory Compliance, CFPB
Education
Portland State University 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Gregory Funding April 2015 - Present
IBM March 2012 - March 2015
IBM March 2010 - February 2012
Merrill Lynch May 2004 - February 2010
Wilshire Credit Corporation May 1997 - April 2004
Wells Fargo 1993 - 1997
Skills
Mortgage Servicing, Coaching, Leadership, Change Management, Project Management, User Acceptance Testing, Process Improvement, Business Analysis, Risk Management, Vendor Management, Cross-functional Team..., Team Management, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, SDLC, Management, Regulatory Compliance, CFPB
Education
Portland State University 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Dr. Dominique' Reese Dr. Dominique' Reese's Merrill Lynch Experience December 2007 - January 2009
Job Personal Finance Expert. Speaker. Coach. Strategist. Consultant. Author
Industry Financial Services
Experience
Reese Financial Services September 2013 - Present
BlackLifeCoaches.net 2012 - Present
NestWise February 2013 - September 2013
NestWise July 2012 - February 2013
CommuniTree LLC May 2009 - July 2012
Creative Connections NYC October 2010 - May 2012
AIDS Center Queens County September 2011 - January 2012
South Central Scholars October 2009 - June 2011
Merrill Lynch December 2007 - January 2009
Merrill Lynch July 2006 - December 2007
Skills
Public Speaking, Marketing, Entrepreneurship, Non-profits, Investments, Financial Modeling, Project Management, Capital Markets, Marketing Strategy, Wealth Management, Leadership, Financial Analysis, Management, Emerging Markets, Private Equity, Recruiting, Budgets, Research, Project Planning, Fundraising, Nonprofits, Venture Capital, Financial Services, Strategy, Start-ups, Business Planning, Business Strategy, Finance, Management Consulting, Business Development, Strategic Financial..., Training, Financial Advisory, Community Outreach, Small Business, Program Management, CRM, Financial Planning, Strategic Planning, Social Media, Event Planning, Consulting, Microsoft Office, Writing, Social Networking, Sales, Coaching, Mentoring, Team Building, Business
Education
Princeton University 2002 — 2006
Bachelor of Arts
Reese Financial Services September 2013 - Present
BlackLifeCoaches.net 2012 - Present
NestWise February 2013 - September 2013
NestWise July 2012 - February 2013
CommuniTree LLC May 2009 - July 2012
Creative Connections NYC October 2010 - May 2012
AIDS Center Queens County September 2011 - January 2012
South Central Scholars October 2009 - June 2011
Merrill Lynch December 2007 - January 2009
Merrill Lynch July 2006 - December 2007
Skills
Public Speaking, Marketing, Entrepreneurship, Non-profits, Investments, Financial Modeling, Project Management, Capital Markets, Marketing Strategy, Wealth Management, Leadership, Financial Analysis, Management, Emerging Markets, Private Equity, Recruiting, Budgets, Research, Project Planning, Fundraising, Nonprofits, Venture Capital, Financial Services, Strategy, Start-ups, Business Planning, Business Strategy, Finance, Management Consulting, Business Development, Strategic Financial..., Training, Financial Advisory, Community Outreach, Small Business, Program Management, CRM, Financial Planning, Strategic Planning, Social Media, Event Planning, Consulting, Microsoft Office, Writing, Social Networking, Sales, Coaching, Mentoring, Team Building, Business
Education
Princeton University 2002 — 2006
Bachelor of Arts
Kevin Shiau Kevin Shiau's Merrill Lynch Experience June 2008 - August 2008
Job Business Operations at Tesla
Industry Renewables & Environment
Experience
Amazon June 2014 - August 2014
First Solar July 2011 - July 2013
Citigroup June 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Vanguard June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, Financial Analysis, Economics, Bloomberg, Equities, Structured Finance, Project Finance, Mergers, Private Equity, Data Analysis, Investments, Renewable Energy, Financial Structuring, Emerging Markets, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2005 — 2009
A.B., Economics, Cum Laude
Amazon June 2014 - August 2014
First Solar July 2011 - July 2013
Citigroup June 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Vanguard June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, Financial Analysis, Economics, Bloomberg, Equities, Structured Finance, Project Finance, Mergers, Private Equity, Data Analysis, Investments, Renewable Energy, Financial Structuring, Emerging Markets, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2005 — 2009
A.B., Economics, Cum Laude
Christopher Jaeger's Merrill Lynch Experience August 2004 - April 2006
Job Finance Professional and Entrepreneur
Industry Financial Services
Experience
Bank of America April 2014 - Present
RentStuff.com March 2010 - December 2012
Bank of America April 2006 - March 2010
Merrill Lynch August 2004 - April 2006
Skills
Entrepreneurship, Start-ups, Structured Finance, Equities, Options, Trading, Financial Modeling, Venture Capital, Strategic Leadership, Product Development, Private Equity, Structured Products, Finance, Early-stage Startups, Bonds, Investment Banking, Financial Structuring, Valuation
Education
Princeton University 2001 — 2004
A.B., Economics
Bank of America April 2014 - Present
RentStuff.com March 2010 - December 2012
Bank of America April 2006 - March 2010
Merrill Lynch August 2004 - April 2006
Skills
Entrepreneurship, Start-ups, Structured Finance, Equities, Options, Trading, Financial Modeling, Venture Capital, Strategic Leadership, Product Development, Private Equity, Structured Products, Finance, Early-stage Startups, Bonds, Investment Banking, Financial Structuring, Valuation
Education
Princeton University 2001 — 2004
A.B., Economics
Jasmine Tran's Merrill Lynch Experience September 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Bank of America October 2013 - September 2015
Bank of America October 2012 - October 2013
Bank of America September 2011 - October 2012
Education
Portland State University 2011 — 2016
Bachelor of Arts (B.A.), Human Resources Management & Management and Leadership
Tualatin High School
Merrill Lynch September 2015 - Present
Bank of America October 2013 - September 2015
Bank of America October 2012 - October 2013
Bank of America September 2011 - October 2012
Education
Portland State University 2011 — 2016
Bachelor of Arts (B.A.), Human Resources Management & Management and Leadership
Tualatin High School
Eric Czervionke Eric Czervionke's Merrill Lynch Experience August 2007 - April 2009
Job Partner at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman June 2011 - Present
Bombay Stock Exchange May 2009 - May 2011
Merrill Lynch August 2007 - April 2009
Oliver Wyman August 2005 - August 2007
Education
Princeton University
BSE
The Bolles School
Oliver Wyman June 2011 - Present
Bombay Stock Exchange May 2009 - May 2011
Merrill Lynch August 2007 - April 2009
Oliver Wyman August 2005 - August 2007
Education
Princeton University
BSE
The Bolles School
Lee W. Tien Lee W. Tien's Merrill Lynch Experience July 2007 - August 2008
Job Director, Business Development at Boston University
Industry Research
Experience
Boston University July 2015 - Present
Tufts University January 2014 - June 2015
Tufts University September 2009 - December 2013
Merrill Lynch July 2007 - August 2008
Merrill Lynch June 2006 - August 2006
Princeton University June 2005 - August 2005
InterScience, Inc. June 2004 - August 2004
Skills
Biomaterials, Biomedical Engineering, Tissue Engineering, Technology Transfer, Licensing, Intellectual Property, Patents, Business Development, Contract Negotiation, Drug Delivery, Microscopy, Cell Culture, Mechanical Testing, Controlled Release, Software Engineering, Material Transfer..., Non-disclosure...
Education
Princeton University
BSE, Electrical Engineering
Tufts University
PhD, Biomedical Engineering
Boston University July 2015 - Present
Tufts University January 2014 - June 2015
Tufts University September 2009 - December 2013
Merrill Lynch July 2007 - August 2008
Merrill Lynch June 2006 - August 2006
Princeton University June 2005 - August 2005
InterScience, Inc. June 2004 - August 2004
Skills
Biomaterials, Biomedical Engineering, Tissue Engineering, Technology Transfer, Licensing, Intellectual Property, Patents, Business Development, Contract Negotiation, Drug Delivery, Microscopy, Cell Culture, Mechanical Testing, Controlled Release, Software Engineering, Material Transfer..., Non-disclosure...
Education
Princeton University
BSE, Electrical Engineering
Tufts University
PhD, Biomedical Engineering
Marta Kalinska Marta Kalinska's Merrill Lynch Experience 2006 - 2007
Job Artist at Moneypenny Studios
Industry Fine Art
Experience
Moneypenny Studios Business Systems AnalystIBM Global Process ServicesMay 2012 - March 2014
IBM 2009 - 2010
Bank of America 2008 - 2009
Merrill Lynch 2006 - 2007
Wilshire Credit Corporation 2004 - 2006
US Army March 1999 - March 2004
Skills
Risk Management, Mortgage Lending, Loans, Credit, Process Improvement, Analysis, Business Analysis, Training, Management, Leadership, Customer Service, Asset Management, Strategic Planning, Team Building, Loan Servicing, Microsoft Excel, Vendor Management, Access, Outlook, Change Management, Project Management, Team Leadership, Data Analysis, Teamwork, Business Process..., Art, Army, Airborne School, Combat Life Saver, National Defense..., Honorable Discharge, OIF, SharePoint, Program Management, Banking, Microsoft Office, Visio, Business Process, Portfolio Management, Financial Services, SDLC, Call Centers, Microsoft Word, Requirements Analysis, Finance
Education
Portland Community College 2010 — 2011
Associate of Arts (A.A.), Psychology
Moneypenny Studios Business Systems AnalystIBM Global Process ServicesMay 2012 - March 2014
IBM 2009 - 2010
Bank of America 2008 - 2009
Merrill Lynch 2006 - 2007
Wilshire Credit Corporation 2004 - 2006
US Army March 1999 - March 2004
Skills
Risk Management, Mortgage Lending, Loans, Credit, Process Improvement, Analysis, Business Analysis, Training, Management, Leadership, Customer Service, Asset Management, Strategic Planning, Team Building, Loan Servicing, Microsoft Excel, Vendor Management, Access, Outlook, Change Management, Project Management, Team Leadership, Data Analysis, Teamwork, Business Process..., Art, Army, Airborne School, Combat Life Saver, National Defense..., Honorable Discharge, OIF, SharePoint, Program Management, Banking, Microsoft Office, Visio, Business Process, Portfolio Management, Financial Services, SDLC, Call Centers, Microsoft Word, Requirements Analysis, Finance
Education
Portland Community College 2010 — 2011
Associate of Arts (A.A.), Psychology
Kelli VanDeusen's Merrill Lynch Experience December 2007 - May 2008
Job Underwriting Associate at Swiss Re
Industry Insurance
Experience
Swiss Re September 2014 - Present
Crump Life Insurance Services April 2012 - September 2014
Allstate September 2010 - April 2012
TD 2009 - 2010
Ameriprise Financial December 2008 - October 2009
Merrill Lynch December 2007 - May 2008
Skills
Property & Casualty..., Commercial Insurance, Inside/Outside Sales, Attention To Detail, Customer Service, Sales, Insurance Brokerage, Time Management, Client Focus, Outcome focused, Multi Tasking, Friendly Personality, Positive Can-do Attitude
Education
Post University 2010 — 2014
Masters, MBA; Finance
Western New England University 2005 — 2009
Bachelor of Science in Business Administation, Finance/International Business
Swiss Re September 2014 - Present
Crump Life Insurance Services April 2012 - September 2014
Allstate September 2010 - April 2012
TD 2009 - 2010
Ameriprise Financial December 2008 - October 2009
Merrill Lynch December 2007 - May 2008
Skills
Property & Casualty..., Commercial Insurance, Inside/Outside Sales, Attention To Detail, Customer Service, Sales, Insurance Brokerage, Time Management, Client Focus, Outcome focused, Multi Tasking, Friendly Personality, Positive Can-do Attitude
Education
Post University 2010 — 2014
Masters, MBA; Finance
Western New England University 2005 — 2009
Bachelor of Science in Business Administation, Finance/International Business
Nicole Yelder's Merrill Lynch Experience September 2001 - August 2008
Job Computer and Electrical Engineering Student at Prairie View A&M University
Industry Computer Hardware
Experience
GE January 2009 - December 2009
Merrill Lynch September 2001 - August 2008
Skills
Verbal and written..., Honesty and integrity, Interpersonal skills, Teamwork skills, Strong work ethic, Motivation and..., Flexibility and..., Computer skills, Analytical Thinker, Organizational skills, Word, Microsoft Office, Microsoft Windows 98, C++, Computer Hardware, Hardware Support, Hardware Design, Hard Worker, Electrical Engineering, Digital Electronics, Computer Repair, Computer Literate, Teamwork, Computer Proficiency, Work Ethic, Customer Service, Analytical Skills, Hardware Architecture, Microsoft Excel, Microsoft Word, PowerPoint, Programming, Public Speaking, Social Media, Team Leadership, Testing, Visual Basic
Education
Trenton Central High School 2001 — 2005
High School Diploma, Computer Engineering, 3.7
Prairie View A&M University 2008 — 2014
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, 3.6
GE January 2009 - December 2009
Merrill Lynch September 2001 - August 2008
Skills
Verbal and written..., Honesty and integrity, Interpersonal skills, Teamwork skills, Strong work ethic, Motivation and..., Flexibility and..., Computer skills, Analytical Thinker, Organizational skills, Word, Microsoft Office, Microsoft Windows 98, C++, Computer Hardware, Hardware Support, Hardware Design, Hard Worker, Electrical Engineering, Digital Electronics, Computer Repair, Computer Literate, Teamwork, Computer Proficiency, Work Ethic, Customer Service, Analytical Skills, Hardware Architecture, Microsoft Excel, Microsoft Word, PowerPoint, Programming, Public Speaking, Social Media, Team Leadership, Testing, Visual Basic
Education
Trenton Central High School 2001 — 2005
High School Diploma, Computer Engineering, 3.7
Prairie View A&M University 2008 — 2014
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, 3.6
Buddy / Walter Reisinger, Jr. Buddy / Walter Reisinger, Jr.'s Merrill Lynch Experience April 2002 - September 2007
Job The Gatekeeper @ Hill Investment Group
Industry Financial Services
Experience
Hill Investment Group February 2009 - Present
The LongView Partners May 2010 - January 2015
Guggenheim Partners September 2007 - January 2009
Merrill Lynch April 2002 - September 2007
The Legacy Specialists January 2002 - April 2002
Brownlie, Braden, et. al. April 1997 - December 2001
Northwestern Mutual 1999 - 2001
Anheuser-Busch 1985 - 1997
Skills
Investments, Asset Management, Wealth Management, Business Development, Strategic Planning, Retirement Planning, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Investment Management, Investment Advisory, Sales, Private Equity, Mutual Funds
Education
Princeton University 1981 — 1985
AB, Economics
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance & Marketing
MICDS 1973 — 1981
St. Louis Country Day School 1973 — 1981
Hill Investment Group February 2009 - Present
The LongView Partners May 2010 - January 2015
Guggenheim Partners September 2007 - January 2009
Merrill Lynch April 2002 - September 2007
The Legacy Specialists January 2002 - April 2002
Brownlie, Braden, et. al. April 1997 - December 2001
Northwestern Mutual 1999 - 2001
Anheuser-Busch 1985 - 1997
Skills
Investments, Asset Management, Wealth Management, Business Development, Strategic Planning, Retirement Planning, Strategic Financial..., Alternative Investments, Finance, Asset Allocation, Investment Management, Investment Advisory, Sales, Private Equity, Mutual Funds
Education
Princeton University 1981 — 1985
AB, Economics
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance & Marketing
MICDS 1973 — 1981
St. Louis Country Day School 1973 — 1981
Dag Mavrolas Dag Mavrolas's Merrill Lynch Experience March 2005 - August 2008
Job Real Estate Broker at Keller Williams Real Estate
Industry Computer Software
Experience
Dar & Darcie Real Estate Group May 2015 - Present
Keller Williams Realty, Inc. May 2015 - Present
Applied Innovations August 2012 - May 2015
Awesome Cloud Services, LLC August 2012 - May 2015
Rise Partners June 2011 - August 2012
Tripwire January 2010 - June 2011
Merrill Lynch March 2005 - August 2008
Wells Fargo Advisors January 2004 - March 2005
First Consumers National Bank October 2001 - June 2003
First Consumers National Bank March 1995 - October 2001
Skills
Sales Pipeline..., Portfolio Management, Staff Management, Negotiation, Cloud Computing, Sales Management, CRM, Channel, Channel Partners, Windows Server, Sales Operations, Sales, Professional Services, Cross-functional Team..., E-commerce, Lead Generation, Sales Enablement, Management, Product Management, Customer Experience, Leadership, Networking, IT Service Management, Strategic Partnerships, Hyper-V, Managed Services, B2B, Direct Sales, Selling, Software Industry, Partner Management, New Business Development, Business Development
Education
Portland State University
Psychology
Sunset
Dar & Darcie Real Estate Group May 2015 - Present
Keller Williams Realty, Inc. May 2015 - Present
Applied Innovations August 2012 - May 2015
Awesome Cloud Services, LLC August 2012 - May 2015
Rise Partners June 2011 - August 2012
Tripwire January 2010 - June 2011
Merrill Lynch March 2005 - August 2008
Wells Fargo Advisors January 2004 - March 2005
First Consumers National Bank October 2001 - June 2003
First Consumers National Bank March 1995 - October 2001
Skills
Sales Pipeline..., Portfolio Management, Staff Management, Negotiation, Cloud Computing, Sales Management, CRM, Channel, Channel Partners, Windows Server, Sales Operations, Sales, Professional Services, Cross-functional Team..., E-commerce, Lead Generation, Sales Enablement, Management, Product Management, Customer Experience, Leadership, Networking, IT Service Management, Strategic Partnerships, Hyper-V, Managed Services, B2B, Direct Sales, Selling, Software Industry, Partner Management, New Business Development, Business Development
Education
Portland State University
Psychology
Sunset
Andy Forrest's Merrill Lynch Experience February 1992 - April 2009
Job Vice President, Investments at Forrest Thompson Wealth Management of Raymond James.
Industry Financial Services
Experience
Raymond James April 2009 - Present
Merrill Lynch February 1992 - April 2009
Skills
Finance, Mutual Funds, Asset Allocation, 401k, Uniform Combined State..., Investment Strategies, Series 65, IRAs, Fixed Annuities, Separately Managed..., ETFs, Estate Planning, Equities, Investment Management, Strategic Planning, Risk Management, Long-term Care, Variable Annuities, Banking, Credit, Relationship Management, Credit Analysis, Loans, Series 24, Public Speaking, Business Development, Wealth Management, FINRA, Bonds, Wealth, Fixed Income, Qualified Retirement...
Education
Presbyterian College 1977 — 1981
BS, Business - Economics
Mauldin High 1973 — 1977
Raymond James April 2009 - Present
Merrill Lynch February 1992 - April 2009
Skills
Finance, Mutual Funds, Asset Allocation, 401k, Uniform Combined State..., Investment Strategies, Series 65, IRAs, Fixed Annuities, Separately Managed..., ETFs, Estate Planning, Equities, Investment Management, Strategic Planning, Risk Management, Long-term Care, Variable Annuities, Banking, Credit, Relationship Management, Credit Analysis, Loans, Series 24, Public Speaking, Business Development, Wealth Management, FINRA, Bonds, Wealth, Fixed Income, Qualified Retirement...
Education
Presbyterian College 1977 — 1981
BS, Business - Economics
Mauldin High 1973 — 1977
Billups (Bo) Johnson Billups (Bo) Johnson's Merrill Lynch Experience August 1985 - July 2002
Job President at Artesian Financial Group
Industry Financial Services
Experience
Artesian Financial Group July 2002 - Present
Merrill Lynch August 1985 - July 2002
Medley Hotel and Restaurant Supply January 1981 - August 1985
Education
Presbyterian College 1976 — 1980
BS, Business Management
Deerfield High School 1973 — 1976
Artesian Financial Group July 2002 - Present
Merrill Lynch August 1985 - July 2002
Medley Hotel and Restaurant Supply January 1981 - August 1985
Education
Presbyterian College 1976 — 1980
BS, Business Management
Deerfield High School 1973 — 1976
Jon Davidson Jon Davidson's Merrill Lynch Experience October 1997 - November 2003
Job Speaker / Trainer at Rich Dad Education
Industry Marketing and Advertising
Experience
Rich Dad Education February 2013 - Present
Options Animal July 2011 - June 2013
Pacific Swing Hawaii August 2010 - July 2011
Options Animal October 2008 - October 2010
StoresOnline August 2009 - April 2010
Investools/TD Ameritrade 2003 - 2008
Merrill Lynch October 1997 - November 2003
Provo Marriott 1996 - 1997
Skills
Advertising Sales, Marketing Strategy, Organizational Behavior, Public Relations, Public Speaking, Training & Development, Creative Strategy, Creative Problem Solving
Education
University of Phoenix 2000 — 2002
2 yr, Business Management/ Marketing
College of Financial Planning 1999 — 2001
CFP, Certified Financial Planner
Princeton University 1997 — 2000
PDP, Finance
Alta High School 1986 — 1989
HS diploma, Marketing
Rich Dad Education February 2013 - Present
Options Animal July 2011 - June 2013
Pacific Swing Hawaii August 2010 - July 2011
Options Animal October 2008 - October 2010
StoresOnline August 2009 - April 2010
Investools/TD Ameritrade 2003 - 2008
Merrill Lynch October 1997 - November 2003
Provo Marriott 1996 - 1997
Skills
Advertising Sales, Marketing Strategy, Organizational Behavior, Public Relations, Public Speaking, Training & Development, Creative Strategy, Creative Problem Solving
Education
University of Phoenix 2000 — 2002
2 yr, Business Management/ Marketing
College of Financial Planning 1999 — 2001
CFP, Certified Financial Planner
Princeton University 1997 — 2000
PDP, Finance
Alta High School 1986 — 1989
HS diploma, Marketing
Charles W. Cullen III, CFP, CIM's Merrill Lynch Experience 1998 - 2000
Job Associate Portfolio Manager and Wealth Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities July 2009 - Present
Bank of America 2006 - 2008
JPMorgan Chase 2000 - 2006
Merrill Lynch 1998 - 2000
Skills
Investments, Wealth Management, Estate Planning, Investment Advisory, Retirement, Retirement Planning, High Net Worth..., Asset Allocation, Investment Policy
Education
Princeton University 1990 — 1994
B.S.E., Honors, Electrical Engineering
RBC Dominion Securities July 2009 - Present
Bank of America 2006 - 2008
JPMorgan Chase 2000 - 2006
Merrill Lynch 1998 - 2000
Skills
Investments, Wealth Management, Estate Planning, Investment Advisory, Retirement, Retirement Planning, High Net Worth..., Asset Allocation, Investment Policy
Education
Princeton University 1990 — 1994
B.S.E., Honors, Electrical Engineering
David R Weber David R Weber's Merrill Lynch Experience January 1980 - July 2000
Job First Vice President Investments . Wells Fargo Advisors, LLC
Industry Financial Services
Experience
UBS July 2000 - September 2007
Merrill Lynch January 1980 - July 2000
Skills
Retirement Planning, Investments, Insurance, Strategy, Investment Strategies, Sales, Investment Advisory, Mutual Funds, Retirement, Asset Allocation, Securities, Fixed Annuities, Financial Advisory, Equities, Strategic Investment..., Estate Planning...
Education
Prince George's Community College 1970 — 1972
Business
UBS July 2000 - September 2007
Merrill Lynch January 1980 - July 2000
Skills
Retirement Planning, Investments, Insurance, Strategy, Investment Strategies, Sales, Investment Advisory, Mutual Funds, Retirement, Asset Allocation, Securities, Fixed Annuities, Financial Advisory, Equities, Strategic Investment..., Estate Planning...
Education
Prince George's Community College 1970 — 1972
Business
David B. Siebert, Jr.'s Merrill Lynch Experience December 1997 - August 2003
Job First Vice President
Industry Financial Services
Experience
First Financial Equity Corporation April 2009 - Present
UBS August 2003 - April 2009
Merrill Lynch December 1997 - August 2003
Prudential Securities October 1994 - December 1997
Skills
Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, ETFs, Equities, Fixed Income, Wealth Management..., Asset Allocation, Financial Planners, Series 65
Education
Princeton University 1976 — 1981
A.B., Geological and Geophysical Sciences
Wilmington Friends School 1972 — 1975
High School
First Financial Equity Corporation April 2009 - Present
UBS August 2003 - April 2009
Merrill Lynch December 1997 - August 2003
Prudential Securities October 1994 - December 1997
Skills
Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, ETFs, Equities, Fixed Income, Wealth Management..., Asset Allocation, Financial Planners, Series 65
Education
Princeton University 1976 — 1981
A.B., Geological and Geophysical Sciences
Wilmington Friends School 1972 — 1975
High School
Caroline Dunbar's Merrill Lynch Experience October 2007 - June 2011
Job Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2011 - Present
Merrill Lynch October 2007 - June 2011
Merrill Lynch June 2005 - October 2007
Skills
Series 7, Alternative Investments, Hedge Funds, Bloomberg, Equities, Wealth Management, Asset Managment, Investments, Capital Markets, Portfolio Management, Series 79, CIMA, Series 63, Fixed Income, Private Equity, Zephyr Style Advisor, Asset Management, Valuation
Education
University of Mississippi - School of Business Administration 2004 — 2005
MBA, Finance
Presbyterian College 2000 — 2004
BS, Business
The Blackstone Group July 2011 - Present
Merrill Lynch October 2007 - June 2011
Merrill Lynch June 2005 - October 2007
Skills
Series 7, Alternative Investments, Hedge Funds, Bloomberg, Equities, Wealth Management, Asset Managment, Investments, Capital Markets, Portfolio Management, Series 79, CIMA, Series 63, Fixed Income, Private Equity, Zephyr Style Advisor, Asset Management, Valuation
Education
University of Mississippi - School of Business Administration 2004 — 2005
MBA, Finance
Presbyterian College 2000 — 2004
BS, Business
Joseph (Joe) Opsahl Joseph (Joe) Opsahl's Merrill Lynch Experience September 2009 - October 2013
Job COO Partner Senior Wealth Advisor at TRUE Private Wealth Advisors
Industry Financial Services
Experience
TRUE Private Wealth Advisors October 2013 - Present
Merrill Lynch September 2009 - October 2013
Morgan Stanley Smith Barney 1988 - September 2009
Kidder Peabody January 1984 - March 1988
Ernst & Young January 1980 - January 1984
Skills
Wealth Management, Investments, Portfolio Management, Finance, Risk Management, High Net Worth..., Wealth, Management, Real Estate, Accounting, Series 7, Negotiation, Asset Allocation, Alternative Investments, Series 63
Education
Portland State University - School of Business 1976 — 1979
BS, Accounting
University of Washington 1974 — 1976
TRUE Private Wealth Advisors October 2013 - Present
Merrill Lynch September 2009 - October 2013
Morgan Stanley Smith Barney 1988 - September 2009
Kidder Peabody January 1984 - March 1988
Ernst & Young January 1980 - January 1984
Skills
Wealth Management, Investments, Portfolio Management, Finance, Risk Management, High Net Worth..., Wealth, Management, Real Estate, Accounting, Series 7, Negotiation, Asset Allocation, Alternative Investments, Series 63
Education
Portland State University - School of Business 1976 — 1979
BS, Accounting
University of Washington 1974 — 1976
Phillip Fletcher Phillip Fletcher's Merrill Lynch Experience June 1990 - January 2000
Job Owner, Cannaflage LLC
Industry Apparel & Fashion
Experience
Cannaflage LLC January 2004 - Present
Standard Cement Materials 2008 - 2010
JP Morgan Chase August 2006 - June 2009
Morgan Stanley Wealth Management June 2001 - June 2003
A.G. Edwards June 2001 - June 2003
Merrill Lynch June 1990 - January 2000
Lehman Brothers July 1987 - January 1990
Skills
Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Online Advertising, Screen Printing, Social Media, Delivering Results, Project Management, Public Relations, Event Management, Microsoft Office, Sales Management, Customer Service, Online Marketing, Strategic Planning, Retail, Business Development, New Business Development, Entrepreneurship, Blogging, Business Strategy, Sales, Budgets, Editing, Research, Fundraising, Coaching, Start-ups, Management, Leadership, Event Planning, Email Marketing, Web Design, Team Building, Marketing, Photoshop, Advertising, Facebook, Business Planning, SEO, Nonprofits, Small Business
Education
Princeton University
MS
Cannaflage LLC January 2004 - Present
Standard Cement Materials 2008 - 2010
JP Morgan Chase August 2006 - June 2009
Morgan Stanley Wealth Management June 2001 - June 2003
A.G. Edwards June 2001 - June 2003
Merrill Lynch June 1990 - January 2000
Lehman Brothers July 1987 - January 1990
Skills
Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Online Advertising, Screen Printing, Social Media, Delivering Results, Project Management, Public Relations, Event Management, Microsoft Office, Sales Management, Customer Service, Online Marketing, Strategic Planning, Retail, Business Development, New Business Development, Entrepreneurship, Blogging, Business Strategy, Sales, Budgets, Editing, Research, Fundraising, Coaching, Start-ups, Management, Leadership, Event Planning, Email Marketing, Web Design, Team Building, Marketing, Photoshop, Advertising, Facebook, Business Planning, SEO, Nonprofits, Small Business
Education
Princeton University
MS
Rob Hays Rob Hays's Merrill Lynch Experience July 1999 - June 2000
Job Chief Strategy Officer at Ashford / Chief Investment Officer at Ashford Investment Management
Industry Real Estate
Experience
Ashford Inc. November 2014 - Present
Ashford Investment Management June 2011 - Present
Ashford Hospitality Trust & Ashford Hospitality Prime April 2005 - Present
Dresser, Inc. November 2003 - April 2005
Merrill Lynch July 1999 - June 2000
Skills
Financial Modeling, Capital Markets, Corporate Finance, Real Estate, Hospitality, Interest Rate..., Hedge Funds, Investment Banking, Investor Relations, Hotels, Macroeconomics, Industry Research, Financial Analysis, Quantitative Analytics, Strategy, Equities, Investments, Corporate Development, Restructuring, Finance, Business Strategy, IPO, Mergers & Acquisitions, Portfolio Management, Financial Structuring, Securities, Valuation
Education
Princeton University 1995 — 1999
A.B.
Pontifical University of the Holy Cross - Rome 2002 — 2003
Jenks High School 1991 — 1995
Ashford Inc. November 2014 - Present
Ashford Investment Management June 2011 - Present
Ashford Hospitality Trust & Ashford Hospitality Prime April 2005 - Present
Dresser, Inc. November 2003 - April 2005
Merrill Lynch July 1999 - June 2000
Skills
Financial Modeling, Capital Markets, Corporate Finance, Real Estate, Hospitality, Interest Rate..., Hedge Funds, Investment Banking, Investor Relations, Hotels, Macroeconomics, Industry Research, Financial Analysis, Quantitative Analytics, Strategy, Equities, Investments, Corporate Development, Restructuring, Finance, Business Strategy, IPO, Mergers & Acquisitions, Portfolio Management, Financial Structuring, Securities, Valuation
Education
Princeton University 1995 — 1999
A.B.
Pontifical University of the Holy Cross - Rome 2002 — 2003
Jenks High School 1991 — 1995
Peter J. Klouda Peter J. Klouda's Merrill Lynch Experience 1999 - 2002
Job Principal at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC January 2014 - Present
Bates Group LLC April 2011 - December 2013
LECG August 2005 - March 2011
Bates Private Capital 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Analysis, Expert Witness, Securities Litigation, Securities, Arbitration, FINRA, Financial Analysis, Fraud
Education
Portland State University - School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
Westmont College 1994 — 1998
Chemistry
Bates Group LLC January 2014 - Present
Bates Group LLC April 2011 - December 2013
LECG August 2005 - March 2011
Bates Private Capital 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Analysis, Expert Witness, Securities Litigation, Securities, Arbitration, FINRA, Financial Analysis, Fraud
Education
Portland State University - School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
Westmont College 1994 — 1998
Chemistry
Brendan Wood's Merrill Lynch Experience August 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Dunn & Laguna Blanca Schools August 2000 - July 2007
Intuit January 2000 - June 2000
Education
Princeton University Teacher Preparation Program 1997 — 2000
Credential
Princeton University 1995 — 1999
A.B.
Merrill Lynch August 2007 - Present
Dunn & Laguna Blanca Schools August 2000 - July 2007
Intuit January 2000 - June 2000
Education
Princeton University Teacher Preparation Program 1997 — 2000
Credential
Princeton University 1995 — 1999
A.B.
Benjamin Schoenberg's Merrill Lynch Experience August 2009 - December 2009
Job Senior Accountant at Philips
Industry Medical Devices
Experience
Philips April 2013 - Present
Kronos August 2010 - April 2013
Merrill Lynch August 2009 - December 2009
Skills
Financial Reporting, Accounting, General Ledger, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, GAAP, US GAAP, Microsoft Excel, Financial Modeling, Budgets, Integrity
Education
Southern New Hampshire University 2011 — 2013
MBA, Specialization in Accounting
Post University 2007 — 2009
BS, Accounting
Philips April 2013 - Present
Kronos August 2010 - April 2013
Merrill Lynch August 2009 - December 2009
Skills
Financial Reporting, Accounting, General Ledger, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, GAAP, US GAAP, Microsoft Excel, Financial Modeling, Budgets, Integrity
Education
Southern New Hampshire University 2011 — 2013
MBA, Specialization in Accounting
Post University 2007 — 2009
BS, Accounting
Booker Moten Booker Moten's Merrill Lynch Experience 1982 - 1986
Job College Counseling & Academic Consulting
Industry Education Management
Experience
yo' Teacher Man 2006 - Present
Pontiac Public Schools 1995 - 2007
Southfield Public Schools 2001 - 2002
American Express 1991 - 1994
Merrill Lynch 1982 - 1986
District of Columbia FIRE DEPARTMENT 1977 - 1978
Centers for Disease Control and Prevention 1976 - 1977
Aetna 1970 - 1974
Education
Prairie View A&M University
Bachelor of Science (BS), Biology/Biological Sciences, General
yo' Teacher Man 2006 - Present
Pontiac Public Schools 1995 - 2007
Southfield Public Schools 2001 - 2002
American Express 1991 - 1994
Merrill Lynch 1982 - 1986
District of Columbia FIRE DEPARTMENT 1977 - 1978
Centers for Disease Control and Prevention 1976 - 1977
Aetna 1970 - 1974
Education
Prairie View A&M University
Bachelor of Science (BS), Biology/Biological Sciences, General
Nico Cape Nico Cape's Merrill Lynch Experience 1999 - 2001
Job Investment Management
Industry Investment Management
Experience
Evans Investment Counsel 2012 - Present
Roundtable Capital Partners Inc. 2009 - 2012
Sceptre Investment Counsel 2001 - 2009
Merrill Lynch 1999 - 2001
First Manhattan Consulting Group 1993 - 1997
Skills
Equities, Investments, Portfolio Management, Mergers & Acquisitions, Wealth Management, Securities, Investment Banking, Asset Management, Financial Modeling, Capital Markets
Education
University of Toronto - Rotman School of Management 1997 — 1999
MBA, Finance
Princeton University 1989 — 1993
AB, History
Upper Canada College 1982 — 1989
Evans Investment Counsel 2012 - Present
Roundtable Capital Partners Inc. 2009 - 2012
Sceptre Investment Counsel 2001 - 2009
Merrill Lynch 1999 - 2001
First Manhattan Consulting Group 1993 - 1997
Skills
Equities, Investments, Portfolio Management, Mergers & Acquisitions, Wealth Management, Securities, Investment Banking, Asset Management, Financial Modeling, Capital Markets
Education
University of Toronto - Rotman School of Management 1997 — 1999
MBA, Finance
Princeton University 1989 — 1993
AB, History
Upper Canada College 1982 — 1989
Brad Woodward's Merrill Lynch Experience January 2002 - May 2003
Job Controller at The South Carolina Wind & Hail Underwriting Assoc
Industry Accounting
Experience
The South Carolina Wind & Hail Underwriting Assoc March 2014 - Present
South Carolina Department of Revenue November 2006 - March 2014
Merrill Lynch January 2002 - May 2003
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, PowerPoint, Budgets, Strategic Planning, Microsoft Word, Project Management, Business Development, Research, Public Speaking, Marketing Strategy, Account Management, Event Planning, Social Media, Process Improvement, Financial Accounting, Statistical Data..., Accounting, Financial Reporting, Forecasting, Auditing, General Ledger, Accounts Receivable, Financial Statement..., Pivot Tables, Financial Statements, Tax Accounting, Variance Analysis
Education
University of South Carolina-Columbia 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of South Carolina-Columbia 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Presbyterian College 1996 — 1998
Accounting
The South Carolina Wind & Hail Underwriting Assoc March 2014 - Present
South Carolina Department of Revenue November 2006 - March 2014
Merrill Lynch January 2002 - May 2003
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, PowerPoint, Budgets, Strategic Planning, Microsoft Word, Project Management, Business Development, Research, Public Speaking, Marketing Strategy, Account Management, Event Planning, Social Media, Process Improvement, Financial Accounting, Statistical Data..., Accounting, Financial Reporting, Forecasting, Auditing, General Ledger, Accounts Receivable, Financial Statement..., Pivot Tables, Financial Statements, Tax Accounting, Variance Analysis
Education
University of South Carolina-Columbia 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of South Carolina-Columbia 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Presbyterian College 1996 — 1998
Accounting
Kevin Collier Kevin Collier's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2012 - Present
Portland Community College 2008 - 2012
Portland Community College September 2005 - August 2008
Skills
Higher Education, Curriculum Design, Teaching, Hold Series 7, Stock Market, Bonds, 401k, Series 66, Alternative Investments, Mutual Funds, Medical Practice..., Franchise Consulting, Special Needs Trusts, Variable Annuities, 529 Plans, Portfolio Management, Coaching, Recruiting, Leadership, Training, Management
Education
Portland State University
Bachelor of Science (B.S.), Science
Merrill Lynch September 2012 - Present
Portland Community College 2008 - 2012
Portland Community College September 2005 - August 2008
Skills
Higher Education, Curriculum Design, Teaching, Hold Series 7, Stock Market, Bonds, 401k, Series 66, Alternative Investments, Mutual Funds, Medical Practice..., Franchise Consulting, Special Needs Trusts, Variable Annuities, 529 Plans, Portfolio Management, Coaching, Recruiting, Leadership, Training, Management
Education
Portland State University
Bachelor of Science (B.S.), Science
Jonathan Sosebee Jonathan Sosebee's Merrill Lynch Experience February 2009 - March 2010
Job Mortgage Operations Analyst II at First Tech Federal Credit Union
Industry Financial Services
Experience
First Tech Federal Credit Union April 2015 - Present
www.HourglassGames.net 2015 - Present
Gregory Funding/ Aspen Capital July 2014 - January 2015
IBM Seterus September 2012 - July 2014
IBM Seterus July 2010 - September 2012
IBM LBPS March 2010 - July 2010
Merrill Lynch February 2009 - March 2010
Merrill Lynch December 2005 - December 2009
UPS April 2003 - December 2005
Skills
Data Analysis, Business Process..., Operations Management, Mortgage Servicing, Project Management, Microsoft Access, Visio, MS Project, Business Process..., Mentoring, Data Mining, Staff Management, Financial Modeling, Budget Monitoring, Database Design, Data Reconciliation, Data Transformation, Monarch Pro, SharePoint, InfoPath, Microsoft Word, Microsoft Office, PowerPoint, Lotus Notes, Statistical Data..., Financial Analysis, Staff Development, Business Transformation, Roadmap, Data Acquisition, Continuous Improvement, IBM Lean Sigma, Hands-on Training, Cognos, Change Management, Microsoft SQL Server, Microsoft Excel, Process Flow Charts, Solutions Design, Management, Databases, Analytics, Leadership, Cross-functional Team..., Training, Risk Management, Business Analysis, SDLC, Business Process, Loan Servicing
Education
Portland Community College
Associate of Arts (A.A.), Art History, Criticism and Conservation
Lakeridge High School 1996 — 2000
Diploma, General
First Tech Federal Credit Union April 2015 - Present
www.HourglassGames.net 2015 - Present
Gregory Funding/ Aspen Capital July 2014 - January 2015
IBM Seterus September 2012 - July 2014
IBM Seterus July 2010 - September 2012
IBM LBPS March 2010 - July 2010
Merrill Lynch February 2009 - March 2010
Merrill Lynch December 2005 - December 2009
UPS April 2003 - December 2005
Skills
Data Analysis, Business Process..., Operations Management, Mortgage Servicing, Project Management, Microsoft Access, Visio, MS Project, Business Process..., Mentoring, Data Mining, Staff Management, Financial Modeling, Budget Monitoring, Database Design, Data Reconciliation, Data Transformation, Monarch Pro, SharePoint, InfoPath, Microsoft Word, Microsoft Office, PowerPoint, Lotus Notes, Statistical Data..., Financial Analysis, Staff Development, Business Transformation, Roadmap, Data Acquisition, Continuous Improvement, IBM Lean Sigma, Hands-on Training, Cognos, Change Management, Microsoft SQL Server, Microsoft Excel, Process Flow Charts, Solutions Design, Management, Databases, Analytics, Leadership, Cross-functional Team..., Training, Risk Management, Business Analysis, SDLC, Business Process, Loan Servicing
Education
Portland Community College
Associate of Arts (A.A.), Art History, Criticism and Conservation
Lakeridge High School 1996 — 2000
Diploma, General
Debra Windus Debra Windus's Merrill Lynch Experience January 1986 - January 1993
Job RETIRED Registered Associate at Raymond James / Zivney Financial Group LLC
Industry Financial Services
Experience
Zivney Financial Group LLC May 2011 - April 2015
Banc of America Investment Services/Merrill Lynch Wealth Management February 2003 - August 2010
Prudential Securities Inc January 2000 - January 2001
Bank of the West January 1998 - January 2000
Dain Rauscher Inc January 1993 - January 1998
Merrill Lynch January 1986 - January 1993
Houchin, Adamson & Co. 1981 - 1983
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Securities, Annuities, FINRA, Fixed Income, Bonds, Equities, Investments, Portfolio Management, Asset Management, Asset Managment, 401k, Fixed Annuities, Strategic Financial..., Financial Planners, Investment Advisory, 401k Rollovers, Finance, Insurance, Retirement, Estate Planning
Education
Portland State University
BS, General studies / Social Science
University of Washington; Western Washington University
Zivney Financial Group LLC May 2011 - April 2015
Banc of America Investment Services/Merrill Lynch Wealth Management February 2003 - August 2010
Prudential Securities Inc January 2000 - January 2001
Bank of the West January 1998 - January 2000
Dain Rauscher Inc January 1993 - January 1998
Merrill Lynch January 1986 - January 1993
Houchin, Adamson & Co. 1981 - 1983
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Securities, Annuities, FINRA, Fixed Income, Bonds, Equities, Investments, Portfolio Management, Asset Management, Asset Managment, 401k, Fixed Annuities, Strategic Financial..., Financial Planners, Investment Advisory, 401k Rollovers, Finance, Insurance, Retirement, Estate Planning
Education
Portland State University
BS, General studies / Social Science
University of Washington; Western Washington University
Emily Yee Emily Yee's Merrill Lynch Experience July 2001 - June 2003
Job Manager of Financial Planning at FINCA International
Industry Financial Services
Experience
FINCA International March 2012 - Present
FINCA International August 2008 - March 2012
IFC - International Finance Corporation August 2003 - May 2006
Merrill Lynch July 2001 - June 2003
Skills
Financial Analysis, Financial Modeling, Financial Planning, Strategic Financial..., Finance, Due Diligence, Portfolio Management, Analysis, Mergers & Acquisitions, Investments, Corporate Finance, Emerging Markets, Strategy, Forecasting, Financial Reporting, Investment Banking, Data Analysis, Budgets, Mergers, Accounting
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Princeton University 1997 — 2001
BA, Economics
FINCA International March 2012 - Present
FINCA International August 2008 - March 2012
IFC - International Finance Corporation August 2003 - May 2006
Merrill Lynch July 2001 - June 2003
Skills
Financial Analysis, Financial Modeling, Financial Planning, Strategic Financial..., Finance, Due Diligence, Portfolio Management, Analysis, Mergers & Acquisitions, Investments, Corporate Finance, Emerging Markets, Strategy, Forecasting, Financial Reporting, Investment Banking, Data Analysis, Budgets, Mergers, Accounting
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Princeton University 1997 — 2001
BA, Economics
Brad Wheeler Brad Wheeler's Merrill Lynch Experience June 2005 - February 2011
Job Associate Pastor at Capitol Hill Baptist Church
Industry Religious Institutions
Experience
Capitol Hill Baptist Church September 2010 - Present
The Southern Baptist Theological Seminary August 2010 - Present
Merrill Lynch June 2005 - February 2011
Wurts & Associates 1997 - 1999
Education
Southern Baptist Theological Seminary 2009 — 2010
ThM, New Testament
Southern Baptist Theological Seminary 2003 — 2008
MDiv, Biblical Studies
Princeton University 1993 — 1997
AB, Economics
Capitol Hill Baptist Church September 2010 - Present
The Southern Baptist Theological Seminary August 2010 - Present
Merrill Lynch June 2005 - February 2011
Wurts & Associates 1997 - 1999
Education
Southern Baptist Theological Seminary 2009 — 2010
ThM, New Testament
Southern Baptist Theological Seminary 2003 — 2008
MDiv, Biblical Studies
Princeton University 1993 — 1997
AB, Economics
Ozzie Frankel Ozzie Frankel's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch June 2011 - Present
Lazard Asset Management November 2002 - March 2006
OFFITBANK, A division of Wachovia Corporation November 1999 - November 2002
Andrew M Carter and Company February 1994 - November 1999
Dewey Square Investors January 1988 - February 1994
Skills
Certified Financial..., Wealth Management, Estate Planning, Investments, Investment Management, Fixed Income Portfolio..., Fixed Income, Asset Allocation, Investment Strategies, Portfolio Management, Portfolio Performance..., Bonds, ETFs, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Investment Advisory, Series 7, RIA
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Princeton University 1971 — 1975
BS, Electrical Engineering
Merrill Lynch June 2011 - Present
Lazard Asset Management November 2002 - March 2006
OFFITBANK, A division of Wachovia Corporation November 1999 - November 2002
Andrew M Carter and Company February 1994 - November 1999
Dewey Square Investors January 1988 - February 1994
Skills
Certified Financial..., Wealth Management, Estate Planning, Investments, Investment Management, Fixed Income Portfolio..., Fixed Income, Asset Allocation, Investment Strategies, Portfolio Management, Portfolio Performance..., Bonds, ETFs, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Investment Advisory, Series 7, RIA
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Princeton University 1971 — 1975
BS, Electrical Engineering
Geoffrey Crawley's Merrill Lynch Experience February 1997 - August 1999
Job Vice President Marketing at Staffing Synergies, LLC
Industry Staffing and Recruiting
Experience
FILLFOX August 2013 - Present
Staffing Synergies, Inc June 2010 - Present
Rand June 2010 - May 2012
The Auxiliary Board of Northwestern Memorial Hospital September 2004 - August 2011
Harris Bank July 2007 - November 2008
Harris Investor Services July 2005 - June 2007
BMO Harris Private Banking March 2003 - June 2005
Merrill Lynch Investment Managers October 1999 - December 2002
Merrill Lynch February 1997 - August 1999
Merrill Lynch July 1995 - February 1997
Skills
Customer Relations, Investments, New Business Development, Customer Service, Public Speaking, Sales Management, Leadership, Business Planning, Event Management, CRM, Strategy, Business Development, Training, Management, Marketing, Sales, Program Management, Human Resources, Coaching, Insurance
Education
Princeton University 1991 — 1995
B.A.
The Peddie School 1988 — 1991
Ben Hill Junior High School
Claywell Elementary School
FILLFOX August 2013 - Present
Staffing Synergies, Inc June 2010 - Present
Rand June 2010 - May 2012
The Auxiliary Board of Northwestern Memorial Hospital September 2004 - August 2011
Harris Bank July 2007 - November 2008
Harris Investor Services July 2005 - June 2007
BMO Harris Private Banking March 2003 - June 2005
Merrill Lynch Investment Managers October 1999 - December 2002
Merrill Lynch February 1997 - August 1999
Merrill Lynch July 1995 - February 1997
Skills
Customer Relations, Investments, New Business Development, Customer Service, Public Speaking, Sales Management, Leadership, Business Planning, Event Management, CRM, Strategy, Business Development, Training, Management, Marketing, Sales, Program Management, Human Resources, Coaching, Insurance
Education
Princeton University 1991 — 1995
B.A.
The Peddie School 1988 — 1991
Ben Hill Junior High School
Claywell Elementary School
Peter Kwan Peter Kwan's Merrill Lynch Experience 1998 - 2000
Job Director of Engineering at Sumo Logic
Industry Computer Software
Experience
Sumo Logic September 2013 - Present
Sumo Logic May 2012 - September 2013
Sumo Logic August 2011 - May 2012
Wordbees May 2008 - December 2011
Narus Inc September 2008 - August 2011
PARC February 2007 - January 2008
Princeton University September 2004 - January 2007
OpenTV November 2001 - August 2004
Cradle Technologies May 2001 - October 2001
Merrill Lynch 1998 - 2000
Skills
Ruby (9), JavaScript (9), Python (7), C (6), Java (6), C++ (3), Actionscript (3), X86 assembly (3), Distributed Systems, MapReduce, RTOS, Linux, Scala, C, Java, Ruby, Python, Hadoop, Algorithms, Computer Architecture, Ruby on Rails, JavaScript, Scalability
Education
Princeton University 2004 — 2006
PhD candidate (did not complete the degree), Computer Security
Oxford University 1994 — 1998
MEng, Engineering and Computing Science
Sumo Logic September 2013 - Present
Sumo Logic May 2012 - September 2013
Sumo Logic August 2011 - May 2012
Wordbees May 2008 - December 2011
Narus Inc September 2008 - August 2011
PARC February 2007 - January 2008
Princeton University September 2004 - January 2007
OpenTV November 2001 - August 2004
Cradle Technologies May 2001 - October 2001
Merrill Lynch 1998 - 2000
Skills
Ruby (9), JavaScript (9), Python (7), C (6), Java (6), C++ (3), Actionscript (3), X86 assembly (3), Distributed Systems, MapReduce, RTOS, Linux, Scala, C, Java, Ruby, Python, Hadoop, Algorithms, Computer Architecture, Ruby on Rails, JavaScript, Scalability
Education
Princeton University 2004 — 2006
PhD candidate (did not complete the degree), Computer Security
Oxford University 1994 — 1998
MEng, Engineering and Computing Science
Eric Skelton, MBA Eric Skelton, MBA's Merrill Lynch Experience April 2006 - November 2006
Job Data Consultant Capital Markets
Industry Financial Services
Experience
Signature Consultants March 2014 - Present
Citco Fund Services November 2011 - March 2014
Bank of America Merrill Lynch March 2010 - November 2011
Banc of America Investments November 2008 - March 2010
Banc of America Investments September 2007 - November 2008
Merrill Lynch April 2006 - November 2006
Allstate Insurance August 2003 - March 2005
Skills
HP Quality Center, Equities, Derivatives, Microsoft Office, VBA, Process Improvement, Finance, MS Office, SQL, Software Documentation, Microsoft Excel, Investments, Hedge Funds, Credit, Trading, Mutual Funds, Operations Management, Equity Derivatives, Markitwire, Credit Derivatives, DTCC, Interest Rate..., Oracle SQL Developer, Data Visualization
Education
Presbyterian College
University of North Carolina
Bachelor of Science, Geography
Signature Consultants March 2014 - Present
Citco Fund Services November 2011 - March 2014
Bank of America Merrill Lynch March 2010 - November 2011
Banc of America Investments November 2008 - March 2010
Banc of America Investments September 2007 - November 2008
Merrill Lynch April 2006 - November 2006
Allstate Insurance August 2003 - March 2005
Skills
HP Quality Center, Equities, Derivatives, Microsoft Office, VBA, Process Improvement, Finance, MS Office, SQL, Software Documentation, Microsoft Excel, Investments, Hedge Funds, Credit, Trading, Mutual Funds, Operations Management, Equity Derivatives, Markitwire, Credit Derivatives, DTCC, Interest Rate..., Oracle SQL Developer, Data Visualization
Education
Presbyterian College
University of North Carolina
Bachelor of Science, Geography
Abigail Laufer Abigail Laufer's Merrill Lynch Experience January 1982 - January 1985
Job Family Office Manager
Industry Financial Services
Experience
Ferguson Family Office January 2012 - Present
Virid Capital Management December 2009 - January 2012
New Energy Fund, LP June 2006 - May 2009
Hanover Square Associates January 1997 - June 2003
Equinox Capital Management LLC 1990 - 1991
Russell Investment Group 1985 - 1988
Merrill Lynch January 1982 - January 1985
Skills
Business Turnaround, Investments, Change Management, Venture Capital, Private Equity, Start-ups, Mergers, Restructuring, Management, Finance, Asset Allocation, Alternative Investments, Renewable Energy, Asset Management, Equities, Portfolio Management, Capital Markets, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Securities, Hedge Funds, Emerging Markets, Fixed Income, Mutual Funds, Mergers & Acquisitions, Trading, Corporate Development, Insolvency
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Finance
Princeton University 1974 — 1978
BA, Music
Ferguson Family Office January 2012 - Present
Virid Capital Management December 2009 - January 2012
New Energy Fund, LP June 2006 - May 2009
Hanover Square Associates January 1997 - June 2003
Equinox Capital Management LLC 1990 - 1991
Russell Investment Group 1985 - 1988
Merrill Lynch January 1982 - January 1985
Skills
Business Turnaround, Investments, Change Management, Venture Capital, Private Equity, Start-ups, Mergers, Restructuring, Management, Finance, Asset Allocation, Alternative Investments, Renewable Energy, Asset Management, Equities, Portfolio Management, Capital Markets, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Securities, Hedge Funds, Emerging Markets, Fixed Income, Mutual Funds, Mergers & Acquisitions, Trading, Corporate Development, Insolvency
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Finance
Princeton University 1974 — 1978
BA, Music
Bob Guzman Bob Guzman's Merrill Lynch Experience 1992 - 1993
Job Managing Director Head of Pension Risk Management at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
Elizabeth Mae Davidson's Merrill Lynch Experience June 2011 - August 2011
Job Paralegal at Betty, Neuman, & McMahon
Industry Writing and Editing
Experience
Betty, Neuman, & McMahon February 2015 - Present
United States Commission on International Religious Freedom May 2013 - 2014
Bicentennial Fundraising Campaign August 2012 - January 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Longley Systems June 2011 - August 2011
Illinois Federation of College Republicans March 2010 - December 2010
Chicago Coaltion of College Republicans February 2009 - December 2010
Mary Kay January 2009 - November 2010
Victorystore.com July 2010 - September 2010
Skills
Leadership, Marketing, Business Strategy, Budgets, Strategic Planning, Social Media Marketing, PowerPoint, Corporate Finance, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Biblical Teaching
Education
Princeton Theological Seminary 2012 — 2014
Master of Arts (M.A.), Christian Formation
Loyola University Chicago 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship, Cum Laude
Loyola John Felice Rome Center 2011 — 2011
Betty, Neuman, & McMahon February 2015 - Present
United States Commission on International Religious Freedom May 2013 - 2014
Bicentennial Fundraising Campaign August 2012 - January 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Longley Systems June 2011 - August 2011
Illinois Federation of College Republicans March 2010 - December 2010
Chicago Coaltion of College Republicans February 2009 - December 2010
Mary Kay January 2009 - November 2010
Victorystore.com July 2010 - September 2010
Skills
Leadership, Marketing, Business Strategy, Budgets, Strategic Planning, Social Media Marketing, PowerPoint, Corporate Finance, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Biblical Teaching
Education
Princeton Theological Seminary 2012 — 2014
Master of Arts (M.A.), Christian Formation
Loyola University Chicago 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship, Cum Laude
Loyola John Felice Rome Center 2011 — 2011
Marcelo Kurtz's Merrill Lynch Experience April 2006 - August 2010
Job AVP, Network Engineering at Investment Technology Group (ITG)
Industry Computer Networking
Experience
Investment Technology Group (ITG) August 2010 - Present
Merrill Lynch April 2006 - August 2010
Infinity Consulting Solutions April 2006 - August 2010
Pangaia Partners August 2005 - March 2006
SIAC June 2001 - June 2005
ThinkInternational June 2001 - June 2002
HSBC Bank Brasil January 1996 - May 2001
TELEPAR September 1992 - January 1996
Senac September 1987 - October 1989
Skills
10G Ethernet, IP Multicast, Arista Switches, Data Center, Cisco Technologies, TCP/IP, Routing Protocols, Switches, Networking, Unix, Troubleshooting, Network Administration, WAN, Computer Network..., Security, Linux, Cisco Nexus, Network Infrastructure, Cisco IOS, Project Management, Mobile Applications, iOS development, NX-OS, Network Design, IT Management, Network Architecture, Telecommunications, LAN-WAN, Integration, OSPF, VoIP, Network Engineering, LWAPP, Wireless LAN Controller
Education
Pontifícia Universidade Católica do Paraná 1995 — 1995
Specialist
Faculdades SPEI 1990 — 1994
Technologist
Investment Technology Group (ITG) August 2010 - Present
Merrill Lynch April 2006 - August 2010
Infinity Consulting Solutions April 2006 - August 2010
Pangaia Partners August 2005 - March 2006
SIAC June 2001 - June 2005
ThinkInternational June 2001 - June 2002
HSBC Bank Brasil January 1996 - May 2001
TELEPAR September 1992 - January 1996
Senac September 1987 - October 1989
Skills
10G Ethernet, IP Multicast, Arista Switches, Data Center, Cisco Technologies, TCP/IP, Routing Protocols, Switches, Networking, Unix, Troubleshooting, Network Administration, WAN, Computer Network..., Security, Linux, Cisco Nexus, Network Infrastructure, Cisco IOS, Project Management, Mobile Applications, iOS development, NX-OS, Network Design, IT Management, Network Architecture, Telecommunications, LAN-WAN, Integration, OSPF, VoIP, Network Engineering, LWAPP, Wireless LAN Controller
Education
Pontifícia Universidade Católica do Paraná 1995 — 1995
Specialist
Faculdades SPEI 1990 — 1994
Technologist
Molly McLaughlin Molly McLaughlin's Merrill Lynch Experience May 2006 - May 2008
Job Personal Banker at Bank of America
Industry Music
Experience
Bank of America June 2015 - Present
Younique by Molly McLashes July 2014 - Present
Hickey Elementary School January 2015 - June 2015
GiveTopia May 2014 - July 2014
Broadway Pops International August 2008 - January 2014
Merrill Lynch May 2006 - May 2008
John Such Artist's Management April 2004 - May 2006
Skills
Music, Singing, Performing Arts, Composition, Songwriting, Press Releases, CRM, Concerts, Music Industry, Music Production, Marketing, Classical, Recording, Sales, Band, Entertainment, Musical Theatre, Event Planning, Customer Service, Customer Relations, Leadership
Education
Portland State University 1993 — 1997
Bachelor’s Degree, Music Performance, Voice/Opera, 4.0
Bank of America June 2015 - Present
Younique by Molly McLashes July 2014 - Present
Hickey Elementary School January 2015 - June 2015
GiveTopia May 2014 - July 2014
Broadway Pops International August 2008 - January 2014
Merrill Lynch May 2006 - May 2008
John Such Artist's Management April 2004 - May 2006
Skills
Music, Singing, Performing Arts, Composition, Songwriting, Press Releases, CRM, Concerts, Music Industry, Music Production, Marketing, Classical, Recording, Sales, Band, Entertainment, Musical Theatre, Event Planning, Customer Service, Customer Relations, Leadership
Education
Portland State University 1993 — 1997
Bachelor’s Degree, Music Performance, Voice/Opera, 4.0
Jeff Penney Jeff Penney's Merrill Lynch Experience June 2005 - February 2009
Job Senior Advisor at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company May 2015 - Present
High Line Advisors LLC 2009 - Present
Sons of Sound 1997 - Present
J.P. Morgan June 2013 - May 2015
BEN Markets, Inc. 2011 - July 2013
Turiya Advisors Asia 2010 - June 2013
McKinsey & Company August 2009 - June 2013
Merrill Lynch June 2005 - February 2009
Morgan Stanley 1995 - 2005
Credit Suisse 1986 - 1995
Skills
Financial Risk, Equities, Strategy, Management Consulting, Derivatives, Financial Services, Hedge Funds, Risk Management, Fixed Income, Alternative Investments, Management, Trading, Investment Banking, Capital Markets, Business Strategy, Project Management, Structured Products, Prime Brokerage, Financial Modeling, Marketing, Investments, Asset Management, Bonds, Financial Markets, Venture Capital, Change Management, Private Equity, Finance, Wealth Management
Education
Princeton University 1979 — 1983
BSE, Electrical Engineering & Computer Science
The Harley School 1975 — 1979
McKinsey & Company May 2015 - Present
High Line Advisors LLC 2009 - Present
Sons of Sound 1997 - Present
J.P. Morgan June 2013 - May 2015
BEN Markets, Inc. 2011 - July 2013
Turiya Advisors Asia 2010 - June 2013
McKinsey & Company August 2009 - June 2013
Merrill Lynch June 2005 - February 2009
Morgan Stanley 1995 - 2005
Credit Suisse 1986 - 1995
Skills
Financial Risk, Equities, Strategy, Management Consulting, Derivatives, Financial Services, Hedge Funds, Risk Management, Fixed Income, Alternative Investments, Management, Trading, Investment Banking, Capital Markets, Business Strategy, Project Management, Structured Products, Prime Brokerage, Financial Modeling, Marketing, Investments, Asset Management, Bonds, Financial Markets, Venture Capital, Change Management, Private Equity, Finance, Wealth Management
Education
Princeton University 1979 — 1983
BSE, Electrical Engineering & Computer Science
The Harley School 1975 — 1979
Ron Grumley Ron Grumley's Merrill Lynch Experience November 2010 - December 2012
Job Cost effective office configurations and liquidations
Industry Management Consulting
Experience
Office Furniture Resources June 2015 - Present
Advicent Solutions October 2013 - June 2015
Zywave October 2013 - December 2013
Waddell & Reed December 2012 - October 2013
Volunteer Center of Ozaukee County 2011 - 2013
Merrill Lynch November 2010 - December 2012
Racine County Economic Development Corporation August 2011 - November 2012
Merrill Lynch January 2007 - October 2010
Merrill Lynch April 2005 - January 2007
MPI-Web Courseworks 2004 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Asset Managment, Insurance, Financial Analysis, Series 7, Asset Allocation, Customer Service, Strategic Planning, Portfolio Management, Estate Planning, Series 63, Budgets, Sales, Management, B2B, Credit, SaaS
Education
Portland State University - School of Business 2000 — 2002
Master of Business Administration (MBA), MBA
University of Wisconsin-Milwaukee 1995 — 1997
BFA, Film
Park 1984 — 1987
H
Office Furniture Resources June 2015 - Present
Advicent Solutions October 2013 - June 2015
Zywave October 2013 - December 2013
Waddell & Reed December 2012 - October 2013
Volunteer Center of Ozaukee County 2011 - 2013
Merrill Lynch November 2010 - December 2012
Racine County Economic Development Corporation August 2011 - November 2012
Merrill Lynch January 2007 - October 2010
Merrill Lynch April 2005 - January 2007
MPI-Web Courseworks 2004 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Asset Managment, Insurance, Financial Analysis, Series 7, Asset Allocation, Customer Service, Strategic Planning, Portfolio Management, Estate Planning, Series 63, Budgets, Sales, Management, B2B, Credit, SaaS
Education
Portland State University - School of Business 2000 — 2002
Master of Business Administration (MBA), MBA
University of Wisconsin-Milwaukee 1995 — 1997
BFA, Film
Park 1984 — 1987
H
Dillon Kelly Dillon Kelly's Merrill Lynch Experience June 2014 - September 2014
Job Market Data Analyst at Jobcase, Inc.
Industry Internet
Experience
Jobcase, Inc. September 2014 - Present
Merrill Lynch June 2014 - September 2014
Princeton University April 2013 - May 2014
Princeton University May 2012 - May 2014
Princeton University September 2011 - May 2014
Bank of America June 2013 - August 2013
Erie Seawolves Baseball May 2012 - August 2012
Wisconsin Soccer Referees Development Program Inc August 2009 - December 2011
Skills
Statistics, Basic Spanish, Baseball, Soccer, Tennis, Energetic Leader, Highly self-motivated, Stata, Improvisational Comedy, Microsoft Office, Creative Writing, Java, Quick & Eager Learner, Video, Public Speaking, Research, SQL, Tableau
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Homestead High School 2008 — 2010
4.0 (Class Rank: 1 of 369)
Jobcase, Inc. September 2014 - Present
Merrill Lynch June 2014 - September 2014
Princeton University April 2013 - May 2014
Princeton University May 2012 - May 2014
Princeton University September 2011 - May 2014
Bank of America June 2013 - August 2013
Erie Seawolves Baseball May 2012 - August 2012
Wisconsin Soccer Referees Development Program Inc August 2009 - December 2011
Skills
Statistics, Basic Spanish, Baseball, Soccer, Tennis, Energetic Leader, Highly self-motivated, Stata, Improvisational Comedy, Microsoft Office, Creative Writing, Java, Quick & Eager Learner, Video, Public Speaking, Research, SQL, Tableau
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Homestead High School 2008 — 2010
4.0 (Class Rank: 1 of 369)
Ali Panahpour Ali Panahpour's Merrill Lynch Experience November 2002 - November 2008
Job First Vice President UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2008 - Present
Merrill Lynch November 2002 - November 2008
Prudential Securities May 1998 - November 2002
Education
Portland State University 1993 — 1997
Portland State University - School of Business 1993 — 1997
Lake Oswego High School
UBS Financial Services, Inc. October 2008 - Present
Merrill Lynch November 2002 - November 2008
Prudential Securities May 1998 - November 2002
Education
Portland State University 1993 — 1997
Portland State University - School of Business 1993 — 1997
Lake Oswego High School
Damon Forsstrom Damon Forsstrom's Merrill Lynch Experience January 2012 - July 2012
Job Inside Sales Account Manager at Anixter
Industry Information Technology and Services
Experience
Anixter April 2015 - Present
TriVium Systems April 2013 - April 2015
VW Credit, Inc. October 2012 - April 2013
Merrill Lynch January 2012 - July 2012
Nationwide Insurance November 2000 - September 2011
True Value Company October 1997 - October 2000
Skills
Call Centers, Management, Direct Sales, Sales Process, Solution Selling, CRM, Telecommunications, Account Management, Leadership, Customer Retention, Business Development, SaaS, Salesforce.com, VoIP, Unified Communications, Security, Channel Sales, Exceptional People..., SIP, Enterprise Software
Education
Portland State University 2009 — 2012
Bachelor of Science (B.S.), Management and Leadership
Portland Community College 2006 — 2009
Associate of Science (A.S.), Computer Science
Anixter April 2015 - Present
TriVium Systems April 2013 - April 2015
VW Credit, Inc. October 2012 - April 2013
Merrill Lynch January 2012 - July 2012
Nationwide Insurance November 2000 - September 2011
True Value Company October 1997 - October 2000
Skills
Call Centers, Management, Direct Sales, Sales Process, Solution Selling, CRM, Telecommunications, Account Management, Leadership, Customer Retention, Business Development, SaaS, Salesforce.com, VoIP, Unified Communications, Security, Channel Sales, Exceptional People..., SIP, Enterprise Software
Education
Portland State University 2009 — 2012
Bachelor of Science (B.S.), Management and Leadership
Portland Community College 2006 — 2009
Associate of Science (A.S.), Computer Science
Nick Brophy Nick Brophy's Merrill Lynch Experience 2006 - 2008
Job Investor
Industry Financial Services
Experience
Self-employed June 2013 - Present
Citi 2009 - 2013
Federal Reserve Bank of New York 2009 - 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1996 - 2006
Morgan Stanley 1994 - 1996
Skills
Fixed Income, Derivatives, Portfolio Management, Options, Trading, Hedge Funds, Equities, Capital Markets, Finance, Strategy, Management
Education
Princeton University 1990 — 1994
Bachelor's Degree, Economics
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Self-employed June 2013 - Present
Citi 2009 - 2013
Federal Reserve Bank of New York 2009 - 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1996 - 2006
Morgan Stanley 1994 - 1996
Skills
Fixed Income, Derivatives, Portfolio Management, Options, Trading, Hedge Funds, Equities, Capital Markets, Finance, Strategy, Management
Education
Princeton University 1990 — 1994
Bachelor's Degree, Economics
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Kerrye Wasserman Kerrye Wasserman's Merrill Lynch Experience 2008 - 2009
Job CoFounder at Tenvention, LLC
Industry Design
Experience
Tenvention, LLC October 2014 - Present
AIG November 2013 - October 2014
Viacom August 2012 - October 2013
Chelsea Lighting, Inc July 2010 - August 2012
Bank of America 2009 - July 2010
Bank of America 2009 - July 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch 2004 - 2005
Merrill Lynch June 2003 - August 2003
Skills
Strategy Development, Ideation, Process Engineering, Business Process Design, New Business Development, Program Management, Change Leadership, Team Management, Direct Sales, Change Management, Strategy, Integration, Risk Management, Management, Vendor Management, Business Process, Outsourcing, SDLC, Strategic Sourcing, IT Sourcing, Forecasting, Competitive Analysis, Governance
Education
Pratt Institute 2013 — 2013
Villanova University 2000 — 2004
BS
Hopewell Valley 1997 — 2000
Tenvention, LLC October 2014 - Present
AIG November 2013 - October 2014
Viacom August 2012 - October 2013
Chelsea Lighting, Inc July 2010 - August 2012
Bank of America 2009 - July 2010
Bank of America 2009 - July 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch 2004 - 2005
Merrill Lynch June 2003 - August 2003
Skills
Strategy Development, Ideation, Process Engineering, Business Process Design, New Business Development, Program Management, Change Leadership, Team Management, Direct Sales, Change Management, Strategy, Integration, Risk Management, Management, Vendor Management, Business Process, Outsourcing, SDLC, Strategic Sourcing, IT Sourcing, Forecasting, Competitive Analysis, Governance
Education
Pratt Institute 2013 — 2013
Villanova University 2000 — 2004
BS
Hopewell Valley 1997 — 2000
Nicholas Murray's Merrill Lynch Experience January 2012 - March 2012
Job Contracts Supervisor at Pacific Office Automation
Industry Nonprofit Organization Management
Experience
Pacific Office Automation September 2014 - Present
Pacific Office Automation August 2013 - September 2014
F&SL: Greek Week Executive Board April 2012 - November 2012
Sigma Pi Fraternity - Iota Epsilon Chapter November 2011 - November 2012
Merrill Lynch January 2012 - March 2012
Sigma Pi Fraternity - Iota Epsilon Chapter January 2011 - December 2011
Fuddruckers June 2010 - September 2010
Skills
Basketball, Guitar, Drums, Ukelele, Accounting, Final Cut Pro, Facebook, Social Networking, Event Planning, Social Media, Press Kits, Fundraising, Public Speaking, Blogging, Editing, Event Management, Press Releases, Non-profits, Public Relations, Management, Finance, Nonprofits, Microsoft Office, Ukulele
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Portland State University 2010 — 2012
Accounting and Finance
Pacific Office Automation September 2014 - Present
Pacific Office Automation August 2013 - September 2014
F&SL: Greek Week Executive Board April 2012 - November 2012
Sigma Pi Fraternity - Iota Epsilon Chapter November 2011 - November 2012
Merrill Lynch January 2012 - March 2012
Sigma Pi Fraternity - Iota Epsilon Chapter January 2011 - December 2011
Fuddruckers June 2010 - September 2010
Skills
Basketball, Guitar, Drums, Ukelele, Accounting, Final Cut Pro, Facebook, Social Networking, Event Planning, Social Media, Press Kits, Fundraising, Public Speaking, Blogging, Editing, Event Management, Press Releases, Non-profits, Public Relations, Management, Finance, Nonprofits, Microsoft Office, Ukulele
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Portland State University 2010 — 2012
Accounting and Finance
Greg Esposito's Merrill Lynch Experience August 1993 - January 2000
Job Group General Manager at Marra Restaurant Group
Industry Graphic Design
Experience
Marra Restaurant Group May 2012 - Present
Morgan Stanley April 2000 - May 2012
Merrill Lynch August 1993 - January 2000
Merrill Lynch 1993 - 1996
J.J. Applebaums Deli Co. 1988 - 1993
Skills
Sales, Graphics, Adobe Creative Suite, Management, Graphic Design, Publishing, Marketing, Project Management, Creative Direction, Advertising, Marketing Communications, Leadership, Social Media Marketing, Strategic Planning, Marketing Strategy, Brand Development
Education
Pratt Institute 1997 — 1999
Certificate, Graphic Design
Marra Restaurant Group May 2012 - Present
Morgan Stanley April 2000 - May 2012
Merrill Lynch August 1993 - January 2000
Merrill Lynch 1993 - 1996
J.J. Applebaums Deli Co. 1988 - 1993
Skills
Sales, Graphics, Adobe Creative Suite, Management, Graphic Design, Publishing, Marketing, Project Management, Creative Direction, Advertising, Marketing Communications, Leadership, Social Media Marketing, Strategic Planning, Marketing Strategy, Brand Development
Education
Pratt Institute 1997 — 1999
Certificate, Graphic Design
Brian Wiley, CFA Brian Wiley, CFA's Merrill Lynch Experience 1995 - 1995
Job Financial Analyst | Financial Manager | Transaction Leader | Technology | Energy | Telecom | Financial Services
Industry Financial Services
Experience
Looking for growth opportunity 2014 - Present
Sightlines LLC. 2010 - 2014
Spot On Networks 2004 - 2009
EnerNOC 2003 - 2004
LivePerson 1999 - 2001
Agency.com 1998 - 1999
Deutsche Bank 1996 - 1998
United States Army Reserve June 1987 - June 1996
Merrill Lynch 1995 - 1995
G7 Group 1995 - 1995
Skills
Due Diligence, Financial Modeling, Start-ups, Mergers, Strategy, Valuation, Financial Analysis, Forecasting, Strategic Planning, Analysis, Mergers & Acquisitions, Strategic Leadership, Competitive Analysis, Business Strategy, Finance, Business Development, Investments, Executive Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Finance/Info Sys/Intl Business
Princeton University 1982 — 1987
BA, History
Phillips Academy, Andover
Phillips Academy, Andover
Looking for growth opportunity 2014 - Present
Sightlines LLC. 2010 - 2014
Spot On Networks 2004 - 2009
EnerNOC 2003 - 2004
LivePerson 1999 - 2001
Agency.com 1998 - 1999
Deutsche Bank 1996 - 1998
United States Army Reserve June 1987 - June 1996
Merrill Lynch 1995 - 1995
G7 Group 1995 - 1995
Skills
Due Diligence, Financial Modeling, Start-ups, Mergers, Strategy, Valuation, Financial Analysis, Forecasting, Strategic Planning, Analysis, Mergers & Acquisitions, Strategic Leadership, Competitive Analysis, Business Strategy, Finance, Business Development, Investments, Executive Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Finance/Info Sys/Intl Business
Princeton University 1982 — 1987
BA, History
Phillips Academy, Andover
Phillips Academy, Andover
Derek Jun, CFA, CAIA Derek Jun, CFA, CAIA's Merrill Lynch Experience March 2007 - November 2007
Job Senior Equity Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners June 2013 - Present
UBS Wealth Management September 2011 - June 2013
Old Square Capital August 2008 - May 2011
Merrill Lynch March 2007 - November 2007
Wachovia June 2005 - March 2007
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Manager Due Diligence, Strategy Analysis, Risk Modeling, Risk Management, Empirical Research, Investment Simulations, Financial Modeling, Equities, Emerging Markets, International Equities, Fixed Income, Structured Products, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Mutual Funds, Financial Structuring, ETFs, Valuation, Strategy, Asset Management, Due Diligence
Education
Princeton University 2001 — 2005
A.B., Economics; Certificate in Finance; Certificate in Applied and Computational Mathematics
Salient Partners June 2013 - Present
UBS Wealth Management September 2011 - June 2013
Old Square Capital August 2008 - May 2011
Merrill Lynch March 2007 - November 2007
Wachovia June 2005 - March 2007
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Manager Due Diligence, Strategy Analysis, Risk Modeling, Risk Management, Empirical Research, Investment Simulations, Financial Modeling, Equities, Emerging Markets, International Equities, Fixed Income, Structured Products, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Mutual Funds, Financial Structuring, ETFs, Valuation, Strategy, Asset Management, Due Diligence
Education
Princeton University 2001 — 2005
A.B., Economics; Certificate in Finance; Certificate in Applied and Computational Mathematics
Nate LiaBraaten, MBA Nate LiaBraaten, MBA's Merrill Lynch Experience 2009 - 2011
Job Research Associate at Stonepine Capital
Industry Investment Management
Experience
Stonepine Capital May 2015 - Present
FoundersPad October 2014 - April 2015
Cascadian Group, LLC February 2014 - April 2015
Economic Development for Central Oregon February 2012 - February 2014
HiDEC - High Desert Enterprise Consortium February 2012 - February 2014
Concepture 2011 - 2012
Merrill Lynch 2009 - 2011
Vencore Capital 2006 - 2009
Oregon Ducks Football Program 2001 - 2006
Skills
Business Coaching, Business Formation, Venture Financing, Strategic Financial..., Start-ups, Finance, Business Planning, Risk Management, Due Diligence, Business Development, New Business Development, Strategic Planning, Fundraising, Marketing Strategy, Financial Analysis, Nonprofits, Project Management, Leadership, Program Management, Entrepreneurship, Recruiting, Strategy, Public Speaking, Sales, Investments, Management Consulting, Cross-functional Team...
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2006
MBA, Finance
University of Oregon 2001 — 2005
Bachelor of Science (BS) Business Administration, Bachelor of Arts (BA) Pyschology, Economics Minor
UCLA Extension 2013 — 2014
Certificate, Project Management
Portland State University 2008 — 2009
Certificate, Information Technology (IT)
Bend High 1998 — 2001
Stonepine Capital May 2015 - Present
FoundersPad October 2014 - April 2015
Cascadian Group, LLC February 2014 - April 2015
Economic Development for Central Oregon February 2012 - February 2014
HiDEC - High Desert Enterprise Consortium February 2012 - February 2014
Concepture 2011 - 2012
Merrill Lynch 2009 - 2011
Vencore Capital 2006 - 2009
Oregon Ducks Football Program 2001 - 2006
Skills
Business Coaching, Business Formation, Venture Financing, Strategic Financial..., Start-ups, Finance, Business Planning, Risk Management, Due Diligence, Business Development, New Business Development, Strategic Planning, Fundraising, Marketing Strategy, Financial Analysis, Nonprofits, Project Management, Leadership, Program Management, Entrepreneurship, Recruiting, Strategy, Public Speaking, Sales, Investments, Management Consulting, Cross-functional Team...
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2006
MBA, Finance
University of Oregon 2001 — 2005
Bachelor of Science (BS) Business Administration, Bachelor of Arts (BA) Pyschology, Economics Minor
UCLA Extension 2013 — 2014
Certificate, Project Management
Portland State University 2008 — 2009
Certificate, Information Technology (IT)
Bend High 1998 — 2001
Ed Persia - PKC Financial Group Ed Persia - PKC Financial Group's Merrill Lynch Experience July 2011 - January 2012
Job Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2012 - Present
Merrill Lynch July 2011 - January 2012
Education
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Politics
UBS Financial Services, Inc. January 2012 - Present
Merrill Lynch July 2011 - January 2012
Education
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Politics
Dana Caragine's Merrill Lynch Experience June 2002 - 2004
Job Financial and Digital Marketer
Industry Financial Services
Experience
J.P. Morgan January 2013 - April 2015
J.P. Morgan November 2008 - January 2013
UBS June 2005 - November 2008
Murex 2004 - 2005
Merrill Lynch June 2002 - 2004
Skills
Series 7, Series 63, Series 65, Series 24, Wealth Management, Portfolio Management, Investments, Asset Managment, Financial Services, Marketing Strategy, Fixed Income, Alternative Investments, Equities, Bloomberg, Hedge Funds, Securities, Trading, Strategic Financial..., Retirement Planning, Asset Management, Mutual Funds, Banking, Asset Allocation, Capital Markets
Education
Princeton University 1998 — 2002
Bachelor's Degree, Operations Research and Financial Engineering
Villa Walsh Academy 1992 — 1998
High School
J.P. Morgan January 2013 - April 2015
J.P. Morgan November 2008 - January 2013
UBS June 2005 - November 2008
Murex 2004 - 2005
Merrill Lynch June 2002 - 2004
Skills
Series 7, Series 63, Series 65, Series 24, Wealth Management, Portfolio Management, Investments, Asset Managment, Financial Services, Marketing Strategy, Fixed Income, Alternative Investments, Equities, Bloomberg, Hedge Funds, Securities, Trading, Strategic Financial..., Retirement Planning, Asset Management, Mutual Funds, Banking, Asset Allocation, Capital Markets
Education
Princeton University 1998 — 2002
Bachelor's Degree, Operations Research and Financial Engineering
Villa Walsh Academy 1992 — 1998
High School
Amalia (Molly) McKenna's Merrill Lynch Experience September 2014 - Present
Job Administrative Assistant III at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch March 2014 - September 2014
Crumley Roberts, Attorneys At Law December 2013 - March 2014
Crumley Roberts, LLP April 2013 - December 2013
Presbyterian College Advancement Office August 2012 - December 2012
VF Corporation June 2012 - August 2012
Presbyterian College Advancement Office September 2011 - May 2012
Menno Food Market May 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Time Management, Public Speaking, Organization, Microsoft Office
Education
Presbyterian College 2010 — 2012
Business Administration, Management, Economics
University of North Carolina at Greensboro 2010 — 2010
University of North Carolina at Chapel Hill 2009 — 2010
Merrill Lynch September 2014 - Present
Merrill Lynch March 2014 - September 2014
Crumley Roberts, Attorneys At Law December 2013 - March 2014
Crumley Roberts, LLP April 2013 - December 2013
Presbyterian College Advancement Office August 2012 - December 2012
VF Corporation June 2012 - August 2012
Presbyterian College Advancement Office September 2011 - May 2012
Menno Food Market May 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Time Management, Public Speaking, Organization, Microsoft Office
Education
Presbyterian College 2010 — 2012
Business Administration, Management, Economics
University of North Carolina at Greensboro 2010 — 2010
University of North Carolina at Chapel Hill 2009 — 2010
Cindy Herrmann Cindy Herrmann's Merrill Lynch Experience 1982 - 1992
Job Online marketing consultant
Industry Marketing and Advertising
Experience
Capital Area Technology Association September 2010 - Present
Mogul Marketing 1995 - Present
Capital Repertory Theatre June 2005 - December 2011
First Albany Capital 1994 - 1995
Standard & Poor's 1992 - 1994
Merrill Lynch 1982 - 1992
Skills
Market Research, Training & Development, Writing, Web Development, Data Analysis, Dreamweaver, Photoshop, Video Production, Art Direction, Project Facilitation, Research, Product Marketing, Flash, Microsoft Office, Editing, Graphic Design, Web Design, CSS, HTML, Adobe Creative Suite, Marketing Strategy, Logo Design, Competitive Analysis, Qualitative Research, Public Speaking, Advertising, Social Media Marketing, Social Networking, Social Media, Email Marketing, Blogging, Brand Development, Online Marketing, Marketing Communications, Facebook, SEO, Copywriting, Digital Marketing, WordPress, Project Management, Entrepreneurship, Strategy, Public Relations, User Experience, Website Development, Leadership, Online Advertising, Management, Strategic Communications, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Quantitatative Analysis, IT
Pratt Institute
BS, Mathematics
Capital Area Technology Association September 2010 - Present
Mogul Marketing 1995 - Present
Capital Repertory Theatre June 2005 - December 2011
First Albany Capital 1994 - 1995
Standard & Poor's 1992 - 1994
Merrill Lynch 1982 - 1992
Skills
Market Research, Training & Development, Writing, Web Development, Data Analysis, Dreamweaver, Photoshop, Video Production, Art Direction, Project Facilitation, Research, Product Marketing, Flash, Microsoft Office, Editing, Graphic Design, Web Design, CSS, HTML, Adobe Creative Suite, Marketing Strategy, Logo Design, Competitive Analysis, Qualitative Research, Public Speaking, Advertising, Social Media Marketing, Social Networking, Social Media, Email Marketing, Blogging, Brand Development, Online Marketing, Marketing Communications, Facebook, SEO, Copywriting, Digital Marketing, WordPress, Project Management, Entrepreneurship, Strategy, Public Relations, User Experience, Website Development, Leadership, Online Advertising, Management, Strategic Communications, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Quantitatative Analysis, IT
Pratt Institute
BS, Mathematics
Bradlee France Bradlee France's Merrill Lynch Experience September 2006 - September 2007
Job loan officer at cosmopolitan funding group
Industry Financial Services
Experience
Cosmopolitan Funding Group October 2007 - Present
First Franklin Financial 2006 - Present
Merrill Lynch September 2006 - September 2007
Equity Residential August 2005 - September 2006
Education
Portland Community College 1996 — 1997
Cosmopolitan Funding Group October 2007 - Present
First Franklin Financial 2006 - Present
Merrill Lynch September 2006 - September 2007
Equity Residential August 2005 - September 2006
Education
Portland Community College 1996 — 1997
Adam Johnson Adam Johnson's Merrill Lynch Experience 1988 - 1990
Job Founder at Insight & Action Advisors
Industry Management Consulting
Experience
Insight & Action Advisors January 2015 - Present
Bloomberg LP April 2009 - November 2014
MLH Capital 2001 - 2008
ING 1994 - 2001
Louis Dreyfus Commodities 1990 - 1994
Merrill Lynch 1988 - 1990
Skills
Research, Teaching, Public Speaking, Blogging, Financial Analysis, Financial Markets, Financial Reporting, Access, Equities, Bloomberg, Capital Markets, Journalism, Trading, Fixed Income, Investor Relations, Hedge Funds, Network Programming, Television, Investments, Strategy, Management, Financial Modeling, Analysis
Education
Princeton University 1984 — 1988
Bachelor's degree, Economics
Brunswick School 1980 — 1984
Insight & Action Advisors January 2015 - Present
Bloomberg LP April 2009 - November 2014
MLH Capital 2001 - 2008
ING 1994 - 2001
Louis Dreyfus Commodities 1990 - 1994
Merrill Lynch 1988 - 1990
Skills
Research, Teaching, Public Speaking, Blogging, Financial Analysis, Financial Markets, Financial Reporting, Access, Equities, Bloomberg, Capital Markets, Journalism, Trading, Fixed Income, Investor Relations, Hedge Funds, Network Programming, Television, Investments, Strategy, Management, Financial Modeling, Analysis
Education
Princeton University 1984 — 1988
Bachelor's degree, Economics
Brunswick School 1980 — 1984
Mokyou Hyun's Merrill Lynch Experience October 2006 - August 2008
Job
Industry Nanotechnology
Experience
PlasmaNano Corporation October 2011 - Present
ML portfolio company JV August 2008 - December 2010
Merrill Lynch October 2006 - August 2008
Trammell Crow Company July 2005 - October 2006
Pacific Alternative Asset Management Co. 2004 - 2004
Merrill Lynch June 1997 - May 2003
Skills
Corporate Finance, Real Estate, Private Equity, Investment Banking, Capital Markets, Venture Capital, Mergers, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Portfolio Management, Start-ups, Corporate Development
Education
Stanford University Graduate School of Business 2003 — 2005
Master of Business Administration (MBA)
Princeton University 1993 — 1997
AB
PlasmaNano Corporation October 2011 - Present
ML portfolio company JV August 2008 - December 2010
Merrill Lynch October 2006 - August 2008
Trammell Crow Company July 2005 - October 2006
Pacific Alternative Asset Management Co. 2004 - 2004
Merrill Lynch June 1997 - May 2003
Skills
Corporate Finance, Real Estate, Private Equity, Investment Banking, Capital Markets, Venture Capital, Mergers, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Portfolio Management, Start-ups, Corporate Development
Education
Stanford University Graduate School of Business 2003 — 2005
Master of Business Administration (MBA)
Princeton University 1993 — 1997
AB
Brian Beem's Merrill Lynch Experience June 2002 - June 2004
Job Managing Director at AMCI Capital
Industry Investment Management
Experience
AMCI Capital March 2013 - Present
AMCI Capital 2006 - Present
First Reserve Corporation June 2004 - July 2006
Merrill Lynch June 2002 - June 2004
Skills
Strategy, Financial Modeling, Valuation, Mergers & Acquisitions, Marketing Strategy, Business Strategy, Social Media, Start-ups, Digital Media, Marketing, Digital Marketing, Strategic Planning, Digital Strategy, Analytics, Social Media Marketing
Education
Princeton University 1998 — 2002
BA, Political Economy
Lovett School
AMCI Capital March 2013 - Present
AMCI Capital 2006 - Present
First Reserve Corporation June 2004 - July 2006
Merrill Lynch June 2002 - June 2004
Skills
Strategy, Financial Modeling, Valuation, Mergers & Acquisitions, Marketing Strategy, Business Strategy, Social Media, Start-ups, Digital Media, Marketing, Digital Marketing, Strategic Planning, Digital Strategy, Analytics, Social Media Marketing
Education
Princeton University 1998 — 2002
BA, Political Economy
Lovett School
Donald Wood's Merrill Lynch Experience January 2001 - October 2002
Job Partner at JNK Securities
Industry Financial Services
Experience
JNK Securities November 2007 - Present
JNK Securities November 2007 - March 2012
Majestic Research June 2003 - November 2007
Merrill Lynch January 2001 - October 2002
Morgan Stanley 1996 - 2000
Skills
Management, Portfolio Management, Bloomberg, Valuation, Sales, Strategic Planning, Financial Structuring, Negotiation, FINRA, Sales Management, New Business Development, Start-ups, Risk Management, Options, Corporate Development, Due Diligence, Strategy, Investment Management, Financial Analysis, ETFs, Trading, Equity Trading, Fixed Income, Emerging Markets, Strategic Partnerships, Entrepreneurship, Investment Strategies, Mutual Funds, Asset Allocation, Financial Risk, Strategic Financial..., Series 24, Electronic Trading, Trading Systems, Hedge Funds, Business Development, Investment Advisory, Equities, Mergers & Acquisitions, Financial Markets, Corporate Finance, Investor Relations, Derivatives, Wealth Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Princeton University
BA, History
JNK Securities November 2007 - Present
JNK Securities November 2007 - March 2012
Majestic Research June 2003 - November 2007
Merrill Lynch January 2001 - October 2002
Morgan Stanley 1996 - 2000
Skills
Management, Portfolio Management, Bloomberg, Valuation, Sales, Strategic Planning, Financial Structuring, Negotiation, FINRA, Sales Management, New Business Development, Start-ups, Risk Management, Options, Corporate Development, Due Diligence, Strategy, Investment Management, Financial Analysis, ETFs, Trading, Equity Trading, Fixed Income, Emerging Markets, Strategic Partnerships, Entrepreneurship, Investment Strategies, Mutual Funds, Asset Allocation, Financial Risk, Strategic Financial..., Series 24, Electronic Trading, Trading Systems, Hedge Funds, Business Development, Investment Advisory, Equities, Mergers & Acquisitions, Financial Markets, Corporate Finance, Investor Relations, Derivatives, Wealth Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Princeton University
BA, History
Robert Rybalkiewicz's Merrill Lynch Experience AVPCredit Suisse1993 - 1999
Job AVP at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch AVPCredit Suisse1993 - 1999
First Boston 1991 - 1999
Skills
Fixed Income, SDLC, Investment Banking, Requirements Analysis, Equities, Trading Systems, Business Analysis, SQL, Prime Brokerage, Software Project...
Education
Poznan University of Technology 1982 — 1988
Zespol Szkol Elektronicznych 1978 — 1982
Merrill Lynch AVPCredit Suisse1993 - 1999
First Boston 1991 - 1999
Skills
Fixed Income, SDLC, Investment Banking, Requirements Analysis, Equities, Trading Systems, Business Analysis, SQL, Prime Brokerage, Software Project...
Education
Poznan University of Technology 1982 — 1988
Zespol Szkol Elektronicznych 1978 — 1982
Ruth Melander's Merrill Lynch Experience July 2005 - December 2008
Job Service Delivery Executive at Bank of America
Industry Financial Services
Experience
Bank of America July 2005 - Present
Merrill Lynch July 2005 - December 2008
Altria/Phillip Morris February 2002 - June 2005
TAC Worldwide 1993 - 1998
Skills
SDLC, Vendor Management, Business Analysis, Leadership, Team Building, Change Management, Process Improvement, Project Management, Project Portfolio..., Risk Management, Program Management, Business Process..., Outsourcing, Business Process, Requirements Analysis, Integration, Business Transformation, ERP, Financial Services, Business Strategy, PMO, CRM, IT Strategy, Service Delivery, Management, Performance Management, Business Intelligence, PMP, Project Delivery, IT Management, Resource Management, Enterprise Architecture, IT Operations, IT Service Management, Software Project..., Strategic Planning, Consulting, HRIS, Cross-functional Team...
Education
Post University
Bank of America July 2005 - Present
Merrill Lynch July 2005 - December 2008
Altria/Phillip Morris February 2002 - June 2005
TAC Worldwide 1993 - 1998
Skills
SDLC, Vendor Management, Business Analysis, Leadership, Team Building, Change Management, Process Improvement, Project Management, Project Portfolio..., Risk Management, Program Management, Business Process..., Outsourcing, Business Process, Requirements Analysis, Integration, Business Transformation, ERP, Financial Services, Business Strategy, PMO, CRM, IT Strategy, Service Delivery, Management, Performance Management, Business Intelligence, PMP, Project Delivery, IT Management, Resource Management, Enterprise Architecture, IT Operations, IT Service Management, Software Project..., Strategic Planning, Consulting, HRIS, Cross-functional Team...
Education
Post University
Dane Phillips's Merrill Lynch Experience August 2003 - June 2007
Job Director, Head of Core Prime Brokerage Product Management at Barclays
Industry Financial Services
Experience
Barclays June 2013 - Present
Barclays January 2009 - June 2013
Morgan Stanley June 2007 - November 2008
Merrill Lynch August 2003 - June 2007
Deloitte. June 1999 - August 2003
Research Triangle Institute June 1995 - August 1997
Skills
IT Strategy, IT Management, OTC Clearing, Data Warehousing, Client Reporting, Portfolio Accounting, Product Development, Product Management, Program Management, Application Design, Collateral Management, Equity Financing, Transaction Management, Trade Processing, Prime Brokerage, Futures Clearing, Business Analysis, Reference Data, Trading, Equities, Clearing
Education
Princeton University 1997 — 1999
MPA, Public Affairs - Domestic Policy
Wake Forest University 1991 — 1995
B.A., Economics and Politics
Barclays June 2013 - Present
Barclays January 2009 - June 2013
Morgan Stanley June 2007 - November 2008
Merrill Lynch August 2003 - June 2007
Deloitte. June 1999 - August 2003
Research Triangle Institute June 1995 - August 1997
Skills
IT Strategy, IT Management, OTC Clearing, Data Warehousing, Client Reporting, Portfolio Accounting, Product Development, Product Management, Program Management, Application Design, Collateral Management, Equity Financing, Transaction Management, Trade Processing, Prime Brokerage, Futures Clearing, Business Analysis, Reference Data, Trading, Equities, Clearing
Education
Princeton University 1997 — 1999
MPA, Public Affairs - Domestic Policy
Wake Forest University 1991 — 1995
B.A., Economics and Politics
John McHarg's Merrill Lynch Experience October 2003 - December 2005
Job Senior Branch Office Examiner at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group October 2013 - Present
AIG Advisor Group September 2007 - October 2013
Creative Management Group March 2006 - August 2007
Merrill Lynch October 2003 - December 2005
JP Turner & Company, LLC September 2002 - October 2003
E*TRADE Financial December 2000 - May 2002
Skills
Series 63, Series 7, Series 66, Series 24
Education
Presbyterian College 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
AIG Advisor Group October 2013 - Present
AIG Advisor Group September 2007 - October 2013
Creative Management Group March 2006 - August 2007
Merrill Lynch October 2003 - December 2005
JP Turner & Company, LLC September 2002 - October 2003
E*TRADE Financial December 2000 - May 2002
Skills
Series 63, Series 7, Series 66, Series 24
Education
Presbyterian College 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Mohammad Saeed Rahman's Merrill Lynch Experience January 1984 - October 1992
Job Founder of Rubicon Global Halal Advisors
Industry Financial Services
Experience
Rubicon Global Group June 2003 - Present
Rubicon Global Group June 2003 - Present
Rubicon Global Halal Advisors, LLC. June 2003 - Present
One Ummah Foundation October 1999 - Present
Wachovia Securities Financial Network 1992 - 2002
Merrill Lynch January 1984 - October 1992
Pitney Bowes 1978 - 1983
Skills
CIMA, Private Equity, Investment Banking, Capital Markets, Management Consulting, Mergers, Venture Capital, Portfolio Management, Asset Management, Financial Analysis, Start-ups, Equities, Business Strategy, Risk, Financial Markets, Emerging Markets, Business Planning, Trading, Executive Management, Entrepreneurship, Funding, Strategy Development, Corporate Development, Valuation, Restructuring, Due Diligence, Joint Ventures, Project Finance, Financial Planning, Investments, Corporate Finance, Entrepreneur, Wealth Management, Risk Management, New Business Development, Competitive Analysis, Investment Advisory, Strategic Planning, Strategic Partnerships, International Business, Financial Management, Strategic Financial..., Managerial Finance, Financial Risk, Non-profits, Mergers & Acquisitions, Strategy, Financial Structuring, Nonprofits, Leadership
Education
Reed College 1998 — 1998
MALS
University of Pennsylvania - The Wharton School 1996 — 1996
CIMA
Portland State University 1974 — 1977
B.S
Rubicon Global Group June 2003 - Present
Rubicon Global Group June 2003 - Present
Rubicon Global Halal Advisors, LLC. June 2003 - Present
One Ummah Foundation October 1999 - Present
Wachovia Securities Financial Network 1992 - 2002
Merrill Lynch January 1984 - October 1992
Pitney Bowes 1978 - 1983
Skills
CIMA, Private Equity, Investment Banking, Capital Markets, Management Consulting, Mergers, Venture Capital, Portfolio Management, Asset Management, Financial Analysis, Start-ups, Equities, Business Strategy, Risk, Financial Markets, Emerging Markets, Business Planning, Trading, Executive Management, Entrepreneurship, Funding, Strategy Development, Corporate Development, Valuation, Restructuring, Due Diligence, Joint Ventures, Project Finance, Financial Planning, Investments, Corporate Finance, Entrepreneur, Wealth Management, Risk Management, New Business Development, Competitive Analysis, Investment Advisory, Strategic Planning, Strategic Partnerships, International Business, Financial Management, Strategic Financial..., Managerial Finance, Financial Risk, Non-profits, Mergers & Acquisitions, Strategy, Financial Structuring, Nonprofits, Leadership
Education
Reed College 1998 — 1998
MALS
University of Pennsylvania - The Wharton School 1996 — 1996
CIMA
Portland State University 1974 — 1977
B.S
Colleen Waller's Merrill Lynch Experience January 2008 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Education
Princeton University 1979 — 1983
Merrill Lynch January 2008 - Present
Education
Princeton University 1979 — 1983
Matthew Stern's Merrill Lynch Experience 1998 - 2002
Job Vice President, Strategy and Corporate Development at Entrust Datacard
Industry Information Technology and Services
Experience
Entrust Datacard June 2009 - Present
MSS Advisors January 2009 - May 2009
Piper Jaffray March 2007 - December 2008
Bank of America 2005 - 2007
Piper Jaffray 2003 - 2005
Merrill Lynch 1998 - 2002
Greene Holcomb & Fisher 1996 - 1998
Skills
Mergers, Global Business..., Mobile Payments, Corporate Development, Strategy Development, Payments, Identity Management, International Business, Mergers & Acquisitions, Strategy, Business Development, Valuation, Start-ups, Strategic Partnerships, Acquisitions, Financial Analysis, Due Diligence, Management, Investment Banking
Education
Princeton University 1992 — 1996
BA, History
Breck School
Breck School
Breck School
Entrust Datacard June 2009 - Present
MSS Advisors January 2009 - May 2009
Piper Jaffray March 2007 - December 2008
Bank of America 2005 - 2007
Piper Jaffray 2003 - 2005
Merrill Lynch 1998 - 2002
Greene Holcomb & Fisher 1996 - 1998
Skills
Mergers, Global Business..., Mobile Payments, Corporate Development, Strategy Development, Payments, Identity Management, International Business, Mergers & Acquisitions, Strategy, Business Development, Valuation, Start-ups, Strategic Partnerships, Acquisitions, Financial Analysis, Due Diligence, Management, Investment Banking
Education
Princeton University 1992 — 1996
BA, History
Breck School
Breck School
Breck School
Ashley Freger's Merrill Lynch Experience 2003 - 2005
Job Vice President of Investor Relations at Siguler Guff & Company
Industry Financial Services
Experience
Siguler Guff & Company 2010 - Present
Spruce Point Capital Management 2009 - 2010
MVision Private Equity Advisers 2005 - 2008
Merrill Lynch 2003 - 2005
Skills
Private Equity, Alternative Investments, Investor Relations, Equities, Valuation, Fund Of Funds, Investments
Education
Princeton University 1999 — 2003
A.B., Economics and Finance
Friends Academy
Green Vale
Siguler Guff & Company 2010 - Present
Spruce Point Capital Management 2009 - 2010
MVision Private Equity Advisers 2005 - 2008
Merrill Lynch 2003 - 2005
Skills
Private Equity, Alternative Investments, Investor Relations, Equities, Valuation, Fund Of Funds, Investments
Education
Princeton University 1999 — 2003
A.B., Economics and Finance
Friends Academy
Green Vale
Brian Patrick, CFA, FRM's Merrill Lynch Experience 2001 - 2005
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2005 - Present
Merrill Lynch 2001 - 2005
Education
Princeton University 1998 — 2002
BA, Economics
Deutsche Bank April 2005 - Present
Merrill Lynch 2001 - 2005
Education
Princeton University 1998 — 2002
BA, Economics
Casey Carnathan's Merrill Lynch Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Chapdelaine & Co. May 2009 - January 2011
Merrill Lynch 2006 - 2008
Education
Princeton University 2005 — 2007
Chapdelaine & Co. May 2009 - January 2011
Merrill Lynch 2006 - 2008
Education
Princeton University 2005 — 2007
Alicia Clarke's Merrill Lynch Experience July 2001 - February 2002
Job Director, Structured Finance at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's October 2013 - Present
Standard & Poor's August 2012 - September 2013
Residential Credit Solutions, Inc. (RCS) March 2008 - January 2012
C-BASS LLC April 2002 - December 2007
Merrill Lynch July 2001 - February 2002
Skills
Contract Negotiation, Due Diligence, Securitization, Structured Finance, Residential Mortgages, Risk Analysis, Contract Negotiations, Credit, Mortgage, Loans, MBS, Credit Analysis, Capital Markets, Investment Banking, Credit Risk, Fixed Income, Debt, Loan Origination, Loss Mitigation, Bonds, Banking, Structured Products, Securities, Real Estate, Negotiation, Mortgage Lending
Education
Princeton University 1997 — 2001
BA, Economics, Cum Laude
Standard & Poor's October 2013 - Present
Standard & Poor's August 2012 - September 2013
Residential Credit Solutions, Inc. (RCS) March 2008 - January 2012
C-BASS LLC April 2002 - December 2007
Merrill Lynch July 2001 - February 2002
Skills
Contract Negotiation, Due Diligence, Securitization, Structured Finance, Residential Mortgages, Risk Analysis, Contract Negotiations, Credit, Mortgage, Loans, MBS, Credit Analysis, Capital Markets, Investment Banking, Credit Risk, Fixed Income, Debt, Loan Origination, Loss Mitigation, Bonds, Banking, Structured Products, Securities, Real Estate, Negotiation, Mortgage Lending
Education
Princeton University 1997 — 2001
BA, Economics, Cum Laude
William Verbist's Merrill Lynch Experience July 2007 - November 2008
Job UI/UX/Product Design Leader and Strategist
Industry Design
Experience
Bank of America Merrill Lynch November 2013 - Present
Pratt Institute January 2007 - Present
Vist January 2000 - Present
Bandujo Digital (formerly Verkuhl) November 2010 - November 2013
Verizon Wireless August 2010 - November 2010
Blue Diesel November 2008 - August 2010
Merrill Lynch July 2007 - November 2008
Bandujo Advertising + Design June 2000 - July 2007
The HUB NYC January 1999 - January 2000
Tri-Plex January 1996 - January 1999
Skills
User Experience, Interaction Design, User Interface Design, Information Architecture, Creative Direction, Web Design, Mobile Applications, Art Direction, Content Strategy, Branding & Identity, User Experience Design, Mobile Design, Creative Strategy, Project Management, Visual Design, Digital Marketing, User Interface, Digital Strategy, Usability, Web Development, Mobile, Creative Development, Experience Design, Prototyping, Graphic Design, Front-end Development, User-centered Design, Product Development, Accessibility, User Interface..., Visual Communication, Creative Technology, CSS, HTML, Client Presentation, Human Factors, Data Visualization, Digital Media, Information Design, Wireframes, Usability Testing, Business Analysis, Business Strategy, Service Design, Product Design, Data Analytics, Financial Services, Artificial Intelligence
Education
Pratt Institute
Seton Hall University
St. Joeseph's High School
Bank of America Merrill Lynch November 2013 - Present
Pratt Institute January 2007 - Present
Vist January 2000 - Present
Bandujo Digital (formerly Verkuhl) November 2010 - November 2013
Verizon Wireless August 2010 - November 2010
Blue Diesel November 2008 - August 2010
Merrill Lynch July 2007 - November 2008
Bandujo Advertising + Design June 2000 - July 2007
The HUB NYC January 1999 - January 2000
Tri-Plex January 1996 - January 1999
Skills
User Experience, Interaction Design, User Interface Design, Information Architecture, Creative Direction, Web Design, Mobile Applications, Art Direction, Content Strategy, Branding & Identity, User Experience Design, Mobile Design, Creative Strategy, Project Management, Visual Design, Digital Marketing, User Interface, Digital Strategy, Usability, Web Development, Mobile, Creative Development, Experience Design, Prototyping, Graphic Design, Front-end Development, User-centered Design, Product Development, Accessibility, User Interface..., Visual Communication, Creative Technology, CSS, HTML, Client Presentation, Human Factors, Data Visualization, Digital Media, Information Design, Wireframes, Usability Testing, Business Analysis, Business Strategy, Service Design, Product Design, Data Analytics, Financial Services, Artificial Intelligence
Education
Pratt Institute
Seton Hall University
St. Joeseph's High School
Cynthia Wharton's Merrill Lynch Experience 1983 - 1990
Job Director of Employer Relations, USC Moore School of Business
Industry Higher Education
Experience
University of South Carolina - The Moore School of Business January 2002 - Present
Small Enterprises 1996 - 2001
Bank of America 1990 - 1995
Merrill Lynch 1983 - 1990
Bank of America 1979 - 1983
Charles H. Revson Foundation 1978 - 1979
Wells Fargo Bank 1975 - 1978
The World Bank 1971 - 1973
Education
Princeton University
MPA
University of North Carolina at Chapel Hill
BA
University of North Carolina at Greensboro
University of South Carolina - Darla Moore School of Business
Whirligig - Grimsley High School
Diploma
University of South Carolina - The Moore School of Business January 2002 - Present
Small Enterprises 1996 - 2001
Bank of America 1990 - 1995
Merrill Lynch 1983 - 1990
Bank of America 1979 - 1983
Charles H. Revson Foundation 1978 - 1979
Wells Fargo Bank 1975 - 1978
The World Bank 1971 - 1973
Education
Princeton University
MPA
University of North Carolina at Chapel Hill
BA
University of North Carolina at Greensboro
University of South Carolina - Darla Moore School of Business
Whirligig - Grimsley High School
Diploma
Amr Kronfol, CFA's Merrill Lynch Experience May 2003 - April 2007
Job Board Member at Specialists On Call, Inc.
Industry Venture Capital & Private Equity
Experience
Specialists On Call, Inc. June 2015 - Present
GT Nexus January 2015 - Present
Warburg Pincus July 2009 - Present
AmRest June 2014 - Present
Goldman Sachs July 2008 - August 2008
PIMCO May 2008 - June 2008
Merrill Lynch May 2003 - April 2007
Tigris Consulting August 2002 - April 2003
Microsoft June 2001 - August 2001
Skills
Financial Modeling, LBO, Private Equity, Investments, Corporate Development, Bonds, Residential Mortgages, Restaurants, Venture Capital
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA)
Princeton University 1998 — 2002
A.B.
Specialists On Call, Inc. June 2015 - Present
GT Nexus January 2015 - Present
Warburg Pincus July 2009 - Present
AmRest June 2014 - Present
Goldman Sachs July 2008 - August 2008
PIMCO May 2008 - June 2008
Merrill Lynch May 2003 - April 2007
Tigris Consulting August 2002 - April 2003
Microsoft June 2001 - August 2001
Skills
Financial Modeling, LBO, Private Equity, Investments, Corporate Development, Bonds, Residential Mortgages, Restaurants, Venture Capital
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA)
Princeton University 1998 — 2002
A.B.
Leonid Alekseyev's Merrill Lynch Experience June 2008 - August 2008
Job Software Engineer at Splunk
Industry Computer Software
Experience
Splunk 2012 - Present
ImageShack Corp. September 2009 - 2011
Purdue University 2007 - 2011
Merrill Lynch June 2008 - August 2008
Skills
Matlab, HBase, Mathematica, R, Emacs, Hadoop, Nonlinear Optics, Nanomaterials, Financial Engineering, Statistical Arbitrage, C, C++, Python, Statistics, Mathematical Modeling, LaTeX, Data Analysis, Linux, Data Mining, Numerical Analysis, Simulations
Education
Princeton University 2004 — 2011
Ph.D., Electrical Engineering (Optical Physics)
Stanford University 2002 — 2003
MS, Electrical Engineering
Stanford University 1998 — 2002
BS, Physics
Splunk 2012 - Present
ImageShack Corp. September 2009 - 2011
Purdue University 2007 - 2011
Merrill Lynch June 2008 - August 2008
Skills
Matlab, HBase, Mathematica, R, Emacs, Hadoop, Nonlinear Optics, Nanomaterials, Financial Engineering, Statistical Arbitrage, C, C++, Python, Statistics, Mathematical Modeling, LaTeX, Data Analysis, Linux, Data Mining, Numerical Analysis, Simulations
Education
Princeton University 2004 — 2011
Ph.D., Electrical Engineering (Optical Physics)
Stanford University 2002 — 2003
MS, Electrical Engineering
Stanford University 1998 — 2002
BS, Physics
Caroline (Park) O'Mahony's Merrill Lynch Experience 2006 - 2008
Job Senior Director of Product Marketing at Addepar
Industry Computer Software
Experience
Addepar June 2013 - Present
Summit Rock Advisors 2011 - 2013
Värde Partners 2008 - 2011
Merrill Lynch 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
Alternative Investments, Fixed Income, Distressed Debt, Real Estate, Structured Products, Valuation, Hedge Funds, Financial Modeling, Due Diligence, Investment Banking, Portfolio Management, Value Investing, Asset Allocation, Principal Investing, Credit Analysis, Corporate Finance, Investment Management, CMBS, Investments, Private Equity, Asset Management, Fund Of Funds, Financial Analysis, Investment Advisory, Equities
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
Postgrad, Accounting & Finance
Princeton University 1999 — 2003
BA, Ecology & Evolutionary Biology
Lakeside High School
Lakeside High School
Addepar June 2013 - Present
Summit Rock Advisors 2011 - 2013
Värde Partners 2008 - 2011
Merrill Lynch 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
Alternative Investments, Fixed Income, Distressed Debt, Real Estate, Structured Products, Valuation, Hedge Funds, Financial Modeling, Due Diligence, Investment Banking, Portfolio Management, Value Investing, Asset Allocation, Principal Investing, Credit Analysis, Corporate Finance, Investment Management, CMBS, Investments, Private Equity, Asset Management, Fund Of Funds, Financial Analysis, Investment Advisory, Equities
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
Postgrad, Accounting & Finance
Princeton University 1999 — 2003
BA, Ecology & Evolutionary Biology
Lakeside High School
Lakeside High School
William Woo Kim's Merrill Lynch Experience November 2001 - August 2005
Job Morgan Stanley Global Wealth Management
Industry Financial Services
Experience
Westview High School July 2007 - Present
Morgan Stanley June 2007 - Present
Phillips and Company January 2007 - June 2007
Merrill Lynch November 2001 - August 2005
Bear Stearns August 2002 - September 2003
Education
Portland State University 2003 — 2005
University of Oregon 1997 — 2001
Westview High School July 2007 - Present
Morgan Stanley June 2007 - Present
Phillips and Company January 2007 - June 2007
Merrill Lynch November 2001 - August 2005
Bear Stearns August 2002 - September 2003
Education
Portland State University 2003 — 2005
University of Oregon 1997 — 2001
Bo Xu's Merrill Lynch Experience May 2009 - December 2011
Job MultiQuant at SAC Capital
Industry Financial Services
Experience
SAC Capital October 2011 - Present
Merrill Lynch May 2009 - December 2011
Merrill Lynch June 2007 - March 2009
Education
Princeton University 2003 — 2007
Ph.D, Mechanical Engineering
Tsinghua University 1996 — 2002
Bachelor and Master, Mechanical Engineering
SAC Capital October 2011 - Present
Merrill Lynch May 2009 - December 2011
Merrill Lynch June 2007 - March 2009
Education
Princeton University 2003 — 2007
Ph.D, Mechanical Engineering
Tsinghua University 1996 — 2002
Bachelor and Master, Mechanical Engineering
Dustin Arn's Merrill Lynch Experience February 2012 - Present
Job Banking & Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Bank of America December 2007 - September 2010
Bank of America May 2006 - December 2007
AXA Advisors, LLC January 2006 - April 2006
Nike, Inc May 2002 - February 2006
Skills
Financial Analysis, Banking, Financial Modeling, Underwriting, Loan Structuring, New Business Development, Business Process, Sales, Networking, Portfolio Management, Credit, Loans, Wealth Management, Financial Services, Business Development, CRM, Management, Finance, Risk Management, Financial Structuring, Training, Financial Risk
Education
Portland State University 2002 — 2005
Bachelor of Arts, Business Administration: Finance and Marketing
Willamette University 2000 — 2002
Merrill Lynch February 2012 - Present
Bank of America December 2007 - September 2010
Bank of America May 2006 - December 2007
AXA Advisors, LLC January 2006 - April 2006
Nike, Inc May 2002 - February 2006
Skills
Financial Analysis, Banking, Financial Modeling, Underwriting, Loan Structuring, New Business Development, Business Process, Sales, Networking, Portfolio Management, Credit, Loans, Wealth Management, Financial Services, Business Development, CRM, Management, Finance, Risk Management, Financial Structuring, Training, Financial Risk
Education
Portland State University 2002 — 2005
Bachelor of Arts, Business Administration: Finance and Marketing
Willamette University 2000 — 2002
Shannon Malloy's Merrill Lynch Experience 2006 - 2008
Job Director at Dow Jones
Industry Financial Services
Experience
Dow Jones 2014 - Present
Dow Jones 2012 - 2014
Dow Jones 2008 - 2011
Merrill Lynch 2006 - 2008
Vitech Systems Group 2004 - 2006
Vitech Systems Group 2002 - 2004
The Blackstone Group 2001 - 2002
The Blackstone Group 2000 - 2001
American Express 1998 - 2000
American Express 1994 - 1998
Skills
Forecasting, Strategy, Financial Analysis, Project Management, Alternative Investments, Investments, Business Analysis, Equities, Team Leadership
Education
New York University - Leonard N. Stern School of Business
M.B.A., Finance
Princeton University
B.A., Classics
The Lawrenceville School
Diploma
Dow Jones 2014 - Present
Dow Jones 2012 - 2014
Dow Jones 2008 - 2011
Merrill Lynch 2006 - 2008
Vitech Systems Group 2004 - 2006
Vitech Systems Group 2002 - 2004
The Blackstone Group 2001 - 2002
The Blackstone Group 2000 - 2001
American Express 1998 - 2000
American Express 1994 - 1998
Skills
Forecasting, Strategy, Financial Analysis, Project Management, Alternative Investments, Investments, Business Analysis, Equities, Team Leadership
Education
New York University - Leonard N. Stern School of Business
M.B.A., Finance
Princeton University
B.A., Classics
The Lawrenceville School
Diploma
Dominique Callan's Merrill Lynch Experience June 2000 - January 2006
Job Vice President, Private Client Advisor, JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA June 2009 - Present
Banc of America Investments January 2006 - May 2009
Merrill Lynch June 2000 - January 2006
High Speed Productions, Inc. January 1993 - December 1999
Education
Princeton University 1988 — 1992
JP Morgan Chase Bank NA June 2009 - Present
Banc of America Investments January 2006 - May 2009
Merrill Lynch June 2000 - January 2006
High Speed Productions, Inc. January 1993 - December 1999
Education
Princeton University 1988 — 1992
Donny Thoresen's Merrill Lynch Experience December 2001 - May 2002
Job Chief Operating Officer, Weeks Ventures
Industry Investment Management
Experience
Weeks Ventures, LLC April 2004 - Present
Weeks Robinson Properties September 2008 - February 2011
Invesco Ltd. June 2002 - April 2004
Merrill Lynch December 2001 - May 2002
Education
University of Georgia - Terry College of Business 2004 — 2006
MBA, Finance
Presbyterian College 1997 — 2001
Bachelor of Science, Business Admin/Economics
Weeks Ventures, LLC April 2004 - Present
Weeks Robinson Properties September 2008 - February 2011
Invesco Ltd. June 2002 - April 2004
Merrill Lynch December 2001 - May 2002
Education
University of Georgia - Terry College of Business 2004 — 2006
MBA, Finance
Presbyterian College 1997 — 2001
Bachelor of Science, Business Admin/Economics
Nabil Kanso's Merrill Lynch Experience June 2007 - February 2008
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store 2014 - Present
Fidelity Investments September 2012 - October 2014
Q6 Model & Artist MGMT January 2007 - September 2012
Morgan Stanley July 2011 - July 2012
JPMorgan Chase August 2010 - July 2011
BP Arco June 2006 - July 2010
Congressman Earl Blumenauer March 2008 - May 2010
Merrill Lynch June 2007 - February 2008
Skills
Series 7, Series 66, Social Media, Mutual Funds, Uniform Combined State..., Series 63, Finance, Investments, Marketing
Education
Portland State University - School of Business 2006 — 2009
Bachelor of Science (BS), Advertising/Management/Marketing
University of Oregon 2006 — 2007
The Mutual Fund Store 2014 - Present
Fidelity Investments September 2012 - October 2014
Q6 Model & Artist MGMT January 2007 - September 2012
Morgan Stanley July 2011 - July 2012
JPMorgan Chase August 2010 - July 2011
BP Arco June 2006 - July 2010
Congressman Earl Blumenauer March 2008 - May 2010
Merrill Lynch June 2007 - February 2008
Skills
Series 7, Series 66, Social Media, Mutual Funds, Uniform Combined State..., Series 63, Finance, Investments, Marketing
Education
Portland State University - School of Business 2006 — 2009
Bachelor of Science (BS), Advertising/Management/Marketing
University of Oregon 2006 — 2007
Benjamin Son's Merrill Lynch Experience October 2013 - May 2015
Job Seminary student, Youth Pastor, IT Consultant.
Industry Religious Institutions
Experience
Robert Wood Johnson University Hospital Hamilton June 2015 - Present
Merrill Lynch October 2013 - May 2015
Graceway Presbyterian Church June 2013 - May 2015
Merrill Lynch July 2007 - July 2013
John Wiley and Sons June 2006 - May 2007
Skills
Business Analysis, Visio, Requirements Analysis, Databases, Analysis, SDLC, SQL, Datastage 8.1, ETL, Youth Ministry, Theology, Data Warehousing, Windows
Education
Princeton Theological Seminary 2013 — 2016
Master's Degree, M.Div.
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Science, Major: Computer Science, Minor: Music
Robert Wood Johnson University Hospital Hamilton June 2015 - Present
Merrill Lynch October 2013 - May 2015
Graceway Presbyterian Church June 2013 - May 2015
Merrill Lynch July 2007 - July 2013
John Wiley and Sons June 2006 - May 2007
Skills
Business Analysis, Visio, Requirements Analysis, Databases, Analysis, SDLC, SQL, Datastage 8.1, ETL, Youth Ministry, Theology, Data Warehousing, Windows
Education
Princeton Theological Seminary 2013 — 2016
Master's Degree, M.Div.
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Science, Major: Computer Science, Minor: Music
Lucas Meija's Merrill Lynch Experience March 2007 - May 2008
Job Computer Software Professional
Industry Computer Software
Experience
Merrill Lynch March 2007 - May 2008
Merrill Lynch August 1995 - May 2007
Merrill Lynch November 1996 - March 2007
Morgan Stanley/Dean Witter January 1987 - November 1996
Skills
Integration, User Acceptance Testing, Software Development, Test Planning, Quality Assurance, Requirements Gathering, SDLC, Testing, Requirements Analysis, Business Analysis, Web Applications, Software Project..., Software Documentation, MS Project, Data Warehousing, Disaster Recovery, Systems Analysis, Quality Center
Education
Pratt Institute 1978 — 1981
BSEE, Electrical Engineering
New York City Technical College
A.A.S, Electrical Technology
Pratt Institute
Bachelor of Science, Electrical Engineering
University of Villanova 2008 - 2009
Master Certificate, Business Analysis
Merrill Lynch March 2007 - May 2008
Merrill Lynch August 1995 - May 2007
Merrill Lynch November 1996 - March 2007
Morgan Stanley/Dean Witter January 1987 - November 1996
Skills
Integration, User Acceptance Testing, Software Development, Test Planning, Quality Assurance, Requirements Gathering, SDLC, Testing, Requirements Analysis, Business Analysis, Web Applications, Software Project..., Software Documentation, MS Project, Data Warehousing, Disaster Recovery, Systems Analysis, Quality Center
Education
Pratt Institute 1978 — 1981
BSEE, Electrical Engineering
New York City Technical College
A.A.S, Electrical Technology
Pratt Institute
Bachelor of Science, Electrical Engineering
University of Villanova 2008 - 2009
Master Certificate, Business Analysis
Ivan Coelho's Merrill Lynch Experience 1972 - 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Merrill Lynch 1972 - 2004
Skills
Disaster Recovery, SDLC, Business Analysis, Vendor Management, JavaScript
Education
Pratt Institute 1965 — 1967
MS in Electrical Engineering, Solid State Phycis
Merrill Lynch 1972 - 2004
Skills
Disaster Recovery, SDLC, Business Analysis, Vendor Management, JavaScript
Education
Pratt Institute 1965 — 1967
MS in Electrical Engineering, Solid State Phycis
Emily Lewis Penn's Merrill Lynch Experience 1985 - 1988
Job Cofounder of inQueue
Industry Marketing and Advertising
Experience
inQueue Designs 2008 - Present
Cash Tech Consulting, Inc. 1988 - 1996
Merrill Lynch 1985 - 1988
Citi 1981 - 1984
Viacom 1978 - 1981
Skills
Public Speaking, Social Media, Strategy, Marketing Strategy, Editing, Strategic Planning, Product Customization, Customer Service, Product Design, Product Development, Media Relations, Project Management, Nonprofits, Advertising, Blogging, Data Analysis, Public Relations, Social Media Marketing, Start-ups, Social Networking, Leadership, Online Marketing, Market Research, Event Management, Business Development, Fundraising, Online Advertising, Strategic Partnerships, Leadership Development, Coaching, Strategic Communications, Management, Marketing, Research, Entrepreneurship, Event Planning, Program Management, Consulting
Education
Sarah Lawrence College
MFA, Creative Writing
Princeton University
Bachelor's degree, Psychology
inQueue Designs 2008 - Present
Cash Tech Consulting, Inc. 1988 - 1996
Merrill Lynch 1985 - 1988
Citi 1981 - 1984
Viacom 1978 - 1981
Skills
Public Speaking, Social Media, Strategy, Marketing Strategy, Editing, Strategic Planning, Product Customization, Customer Service, Product Design, Product Development, Media Relations, Project Management, Nonprofits, Advertising, Blogging, Data Analysis, Public Relations, Social Media Marketing, Start-ups, Social Networking, Leadership, Online Marketing, Market Research, Event Management, Business Development, Fundraising, Online Advertising, Strategic Partnerships, Leadership Development, Coaching, Strategic Communications, Management, Marketing, Research, Entrepreneurship, Event Planning, Program Management, Consulting
Education
Sarah Lawrence College
MFA, Creative Writing
Princeton University
Bachelor's degree, Psychology
Scott Doré's Merrill Lynch Experience July 2002 - May 2008
Job Managing Director at First Republic Bank
Industry Investment Management
Experience
First Republic Bank December 2012 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch July 2002 - May 2008
Skills
Investments, Financial Modeling, Investment Advisory, Asset Management, Management, Private Equity, Due Diligence, Portfolio Management, Valuation, Equities, Financial Analysis
Education
Princeton University 1998 — 2002
First Republic Bank December 2012 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch July 2002 - May 2008
Skills
Investments, Financial Modeling, Investment Advisory, Asset Management, Management, Private Equity, Due Diligence, Portfolio Management, Valuation, Equities, Financial Analysis
Education
Princeton University 1998 — 2002
Andrew Geant's Merrill Lynch Experience 2004 - 2005
Job CEO, Cofounder, WyzAnt
Industry E-Learning
Experience
WyzAnt September 2005 - Present
Merrill Lynch 2004 - 2005
Skills
Entrepreneurship, Start-ups, Strategy, Public Speaking, Social Media
Education
Princeton University 2001 — 2005
Economics, Finance
WyzAnt September 2005 - Present
Merrill Lynch 2004 - 2005
Skills
Entrepreneurship, Start-ups, Strategy, Public Speaking, Social Media
Education
Princeton University 2001 — 2005
Economics, Finance
Douglas Roskos's Merrill Lynch Experience December 2006 - Present
Job Wealth Management Advisor at Merrill Lynch; CERTIFIED FINANCIAL PLANNER (tm)
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
Morgan Stanley Smith Barney January 2002 - December 2006
Van der Moolen December 1997 - December 2001
NEC Logistics September 1995 - August 1997
Skills
Series 7, Series 63, Series 65, Series 31, Retirement Planning, Retirement Income..., Wealth Management
Education
Princeton University 1991 — 1995
BSE, Engineering
Neshaminy
Merrill Lynch December 2006 - Present
Morgan Stanley Smith Barney January 2002 - December 2006
Van der Moolen December 1997 - December 2001
NEC Logistics September 1995 - August 1997
Skills
Series 7, Series 63, Series 65, Series 31, Retirement Planning, Retirement Income..., Wealth Management
Education
Princeton University 1991 — 1995
BSE, Engineering
Neshaminy
Caroline Bone's Merrill Lynch Experience 2005 - 2009
Job Vice President at Deutsche Bank Equity Research
Industry Research
Experience
Deutsche Bank August 2009 - Present
Merrill Lynch 2005 - 2009
Skills
Equities, Electric Utilities, Investments
Education
Princeton University 1999 — 2003
AB, Politics and Economics
Deutsche Bank August 2009 - Present
Merrill Lynch 2005 - 2009
Skills
Equities, Electric Utilities, Investments
Education
Princeton University 1999 — 2003
AB, Politics and Economics
Branden Benson's Merrill Lynch Experience January 2008 - October 2008
Job Law Student
Industry Libraries
Experience
Howard University 2011 - Present
Robert Half Legal December 2011 - June 2012
Bank of New York Mellon October 2008 - June 2011
Merrill Lynch January 2008 - October 2008
Skills
Strategic Planning, Bloomberg, Equities, Data Analysis, Fixed Income
Education
Princeton University 2001 — 2005
BA, Ecology & Evolutionary Biology
Howard University 2011 - Present
Robert Half Legal December 2011 - June 2012
Bank of New York Mellon October 2008 - June 2011
Merrill Lynch January 2008 - October 2008
Skills
Strategic Planning, Bloomberg, Equities, Data Analysis, Fixed Income
Education
Princeton University 2001 — 2005
BA, Ecology & Evolutionary Biology
David Steckl's Merrill Lynch Experience September 2002 - February 2008
Job CoHead Structured Rates Sales
Industry Financial Services
Experience
Deutsche Bank September 2012 - Present
Credit Suisse March 2008 - September 2012
Merrill Lynch September 2002 - February 2008
BlackRock August 1998 - May 2001
Skills
Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Options, Hedging, Trading, Interest Rate..., Bonds, Swaps
Education
Princeton University 2001 — 2003
M.Fin., Finance
Princeton University 1994 — 1998
A.B., Economics, Operations Research
St. Xavier 1990 — 1994
Deutsche Bank September 2012 - Present
Credit Suisse March 2008 - September 2012
Merrill Lynch September 2002 - February 2008
BlackRock August 1998 - May 2001
Skills
Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Options, Hedging, Trading, Interest Rate..., Bonds, Swaps
Education
Princeton University 2001 — 2003
M.Fin., Finance
Princeton University 1994 — 1998
A.B., Economics, Operations Research
St. Xavier 1990 — 1994
Curtis Snyder's Merrill Lynch Experience June 2007 - September 2008
Job Executive Director, New Business Development at Comcast
Industry Telecommunications
Experience
Comcast August 2013 - Present
Comcast March 2012 - August 2013
Cisco Systems September 2011 - March 2012
Cisco Systems September 2009 - September 2011
Cisco Systems September 2008 - August 2009
Merrill Lynch June 2007 - September 2008
Prudential Equity Group November 2000 - May 2007
Skills
Competitive Analysis, Corporate Finance, Financial Analysis, Strategic Planning, Cross-functional Team..., Portfolio Management, Product Management, New Business Development, Strategy, Forecasting, Analytics, Business Strategy, Financial Modeling, Analysis, Due Diligence, Management Consulting, Leadership, Strategic Financial..., Tableau, Valuation, Pricing Strategy, Business Intelligence, Go-to-market Strategy, Business Planning, Market Analysis, Business Development, Corporate FP&A, ROIC, Decision Analysis, Performance Dashboards, Corporate Development, Essbase, Hyperion Enterprise, Finance
Education
Princeton University 1996 — 2000
BA, Economics
University of Pennsylvania - The Wharton School
Executive Education
Comcast August 2013 - Present
Comcast March 2012 - August 2013
Cisco Systems September 2011 - March 2012
Cisco Systems September 2009 - September 2011
Cisco Systems September 2008 - August 2009
Merrill Lynch June 2007 - September 2008
Prudential Equity Group November 2000 - May 2007
Skills
Competitive Analysis, Corporate Finance, Financial Analysis, Strategic Planning, Cross-functional Team..., Portfolio Management, Product Management, New Business Development, Strategy, Forecasting, Analytics, Business Strategy, Financial Modeling, Analysis, Due Diligence, Management Consulting, Leadership, Strategic Financial..., Tableau, Valuation, Pricing Strategy, Business Intelligence, Go-to-market Strategy, Business Planning, Market Analysis, Business Development, Corporate FP&A, ROIC, Decision Analysis, Performance Dashboards, Corporate Development, Essbase, Hyperion Enterprise, Finance
Education
Princeton University 1996 — 2000
BA, Economics
University of Pennsylvania - The Wharton School
Executive Education
Gina Marie Gilligo's Merrill Lynch Experience August 2007 - January 2015
Job Yoga Teacher & Reiki Practitioner
Industry Fine Art
Experience
Honor Yoga January 2015 - Present
Honor Yoga July 2014 - Present
Yoga Lumen March 2014 - Present
White Volpe 2013 - Present
White Volpe 2013 - Present
Merrill Lynch August 2007 - January 2015
Education
The College of New Jersey 2004 — 2006
Bachelor of Science (BS), Art Teacher Education
Pratt Institute 2002 — 2004
Sculpture
Honor Yoga January 2015 - Present
Honor Yoga July 2014 - Present
Yoga Lumen March 2014 - Present
White Volpe 2013 - Present
White Volpe 2013 - Present
Merrill Lynch August 2007 - January 2015
Education
The College of New Jersey 2004 — 2006
Bachelor of Science (BS), Art Teacher Education
Pratt Institute 2002 — 2004
Sculpture
Geoff Gentile's Merrill Lynch Experience July 2001 - October 2003
Job Principal at Abdiel Capital
Industry Investment Management
Experience
Abdiel Capital May 2006 - Present
Barclays Capital November 2004 - April 2006
Citigroup October 2003 - November 2004
Merrill Lynch July 2001 - October 2003
Sandler O'Neill June 1998 - September 1998
Gleacher Partners June 1997 - August 1997
Gleacher Partners June 1997 - August 1997
Education
Princeton University 1997 — 2001
A.B., Economics
Kings Park High School 1993 — 1997
Abdiel Capital May 2006 - Present
Barclays Capital November 2004 - April 2006
Citigroup October 2003 - November 2004
Merrill Lynch July 2001 - October 2003
Sandler O'Neill June 1998 - September 1998
Gleacher Partners June 1997 - August 1997
Gleacher Partners June 1997 - August 1997
Education
Princeton University 1997 — 2001
A.B., Economics
Kings Park High School 1993 — 1997
Todd Arola's Merrill Lynch Experience June 2006 - October 2008
Job Vice President, Director of Secondary Marketing Operations at MBank Inc.
Industry Financial Services
Experience
MBank Inc. January 2015 - Present
Loan Resolution Corporation August 2014 - December 2014
Timberline Servicing January 2011 - August 2014
Nike December 2010 - May 2011
Wealthbridge Mortgage December 2008 - December 2010
Merrill Lynch June 2006 - October 2008
Merrill Lynch April 2003 - June 2006
E*TRADE Financial January 2000 - February 2002
E*TRADE Financial April 1999 - December 1999
Wilshire Credit Corporation August 1997 - April 1999
Skills
Process Improvement, Databases, Loans, Analysis, Finance, Portfolio Management, Loss Mitigation, Mortgage Lending, Access, Management, Data Analysis, SQL, Loan Servicing
Education
Portland State University
BS, Economics
MBank Inc. January 2015 - Present
Loan Resolution Corporation August 2014 - December 2014
Timberline Servicing January 2011 - August 2014
Nike December 2010 - May 2011
Wealthbridge Mortgage December 2008 - December 2010
Merrill Lynch June 2006 - October 2008
Merrill Lynch April 2003 - June 2006
E*TRADE Financial January 2000 - February 2002
E*TRADE Financial April 1999 - December 1999
Wilshire Credit Corporation August 1997 - April 1999
Skills
Process Improvement, Databases, Loans, Analysis, Finance, Portfolio Management, Loss Mitigation, Mortgage Lending, Access, Management, Data Analysis, SQL, Loan Servicing
Education
Portland State University
BS, Economics
Andrew Casino's Merrill Lynch Experience June 2004 - April 2006
Job Appaloosa Management L.P.
Industry Investment Management
Experience
Appaloosa Management L.P. May 2008 - Present
Peloton Partners April 2007 - May 2008
Morgan Stanley April 2006 - April 2007
Merrill Lynch June 2004 - April 2006
Merrill Lynch 2003 - 2003
Skills
Asset Managment, Fixed Income, Hedge Funds, Equities, Valuation, Investments, Financial Modeling, Bloomberg, Capital Markets, Portfolio Management, Investment Banking, Derivatives, Financial Analysis, Corporate Finance, Trading, Asset Management
Education
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), History
Appaloosa Management L.P. May 2008 - Present
Peloton Partners April 2007 - May 2008
Morgan Stanley April 2006 - April 2007
Merrill Lynch June 2004 - April 2006
Merrill Lynch 2003 - 2003
Skills
Asset Managment, Fixed Income, Hedge Funds, Equities, Valuation, Investments, Financial Modeling, Bloomberg, Capital Markets, Portfolio Management, Investment Banking, Derivatives, Financial Analysis, Corporate Finance, Trading, Asset Management
Education
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), History
David Lovern's Merrill Lynch Experience 1997 - 1999
Job Web Developer at 3rd Studio, Inc.
Industry Information Technology and Services
Experience
3rd Studio, Inc. 1999 - Present
Merrill Lynch 1997 - 1999
Portfolio Consulting Associates 1994 - 1997
Capital Trust Company 1991 - 1993
Skills
SEO, Graphic Design, Mobile Applications, User Experience Design, Project Management, Web Development, Web Design, CMS, Web Standards, Web Applications, jQuery, CSS, Software Development, Dreamweaver, HTML, JavaScript, Mobile Devices
Education
Portland State University - School of Business 1989 — 1991
Finance/Law
3rd Studio, Inc. 1999 - Present
Merrill Lynch 1997 - 1999
Portfolio Consulting Associates 1994 - 1997
Capital Trust Company 1991 - 1993
Skills
SEO, Graphic Design, Mobile Applications, User Experience Design, Project Management, Web Development, Web Design, CMS, Web Standards, Web Applications, jQuery, CSS, Software Development, Dreamweaver, HTML, JavaScript, Mobile Devices
Education
Portland State University - School of Business 1989 — 1991
Finance/Law
Paul Polanco's Merrill Lynch Experience 2004 - 2004
Job PhD in Education Candidate Southern Methodist University
Industry Education Management
Experience
Southern Methodist University August 2014 - Present
Dallas Independent School District October 2005 - June 2014
Merrill Lynch 2004 - 2004
BANCO SANTA CRUZ S.A. 2000 - 2003
Skills
Classroom Management, Elementary Education, K-12, ESL, Lesson Planning, Educational Leadership, Classroom, Literacy, Curriculum Design, Curriculum Development, Teacher Training, Customer Service, Tutoring, Instructional Technology, Staff Development, Teaching Adults, Nonprofits, Spanish, Curriculum Mapping, Teaching, RTI, Educational Technology, Microsoft Office, Research
Education
Southern Methodist University 2014 — 2018
Doctor of Philosophy (PhD), Education
The University of Dallas 2003 — 2004
Master of Business Administration (M.B.A.), Corporate Finance
Pontificia Universidad Católica Madre y Maestra 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southern Methodist University August 2014 - Present
Dallas Independent School District October 2005 - June 2014
Merrill Lynch 2004 - 2004
BANCO SANTA CRUZ S.A. 2000 - 2003
Skills
Classroom Management, Elementary Education, K-12, ESL, Lesson Planning, Educational Leadership, Classroom, Literacy, Curriculum Design, Curriculum Development, Teacher Training, Customer Service, Tutoring, Instructional Technology, Staff Development, Teaching Adults, Nonprofits, Spanish, Curriculum Mapping, Teaching, RTI, Educational Technology, Microsoft Office, Research
Education
Southern Methodist University 2014 — 2018
Doctor of Philosophy (PhD), Education
The University of Dallas 2003 — 2004
Master of Business Administration (M.B.A.), Corporate Finance
Pontificia Universidad Católica Madre y Maestra 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Heather Marlin's Merrill Lynch Experience March 2002 - November 2009
Job Mortgage Servicing Consultant
Industry Financial Services
Experience
IBM Global Process Services June 2013 - Present
Westridge Mortgage March 2012 - June 2013
Fay Servicing July 2012 - November 2012
FCI Lender Services Inc. December 2010 - April 2012
Marix Servicing, LLC November 2010 - December 2010
Wealthbridge Mortgage November 2009 - October 2010
Merrill Lynch March 2002 - November 2009
Skills
Problem Solving, Negotiation, Excel, Client Relations, Access, Bankruptcy, Mortgage Lending, Mortgage Servicing, Microsoft Excel, Process Improvement, Team Building, Project Management, Operations Management, Sales, Leadership, Analysis, Default
Education
Portland Community College 1992 — 1994
General Studies
IBM Global Process Services June 2013 - Present
Westridge Mortgage March 2012 - June 2013
Fay Servicing July 2012 - November 2012
FCI Lender Services Inc. December 2010 - April 2012
Marix Servicing, LLC November 2010 - December 2010
Wealthbridge Mortgage November 2009 - October 2010
Merrill Lynch March 2002 - November 2009
Skills
Problem Solving, Negotiation, Excel, Client Relations, Access, Bankruptcy, Mortgage Lending, Mortgage Servicing, Microsoft Excel, Process Improvement, Team Building, Project Management, Operations Management, Sales, Leadership, Analysis, Default
Education
Portland Community College 1992 — 1994
General Studies
Ed Rogers's Merrill Lynch Experience January 2000 - March 2009
Job Managing Director at Ecreds
Industry Financial Services
Experience
Ecreds March 2013 - Present
CAPITAL SOURCE FINANCIAL INC March 2009 - Present
Citicorp Mortgage March 2009 - November 2013
Merrill Lynch January 2000 - March 2009
Global technologies, LLC June 1992 - January 2000
Skills
Banking, Portfolio Management, Fixed Income, Credit Cards, Equities, Derivatives, Financial Services, Capital Markets, Business Analysis, Risk Management, Retail Banking, Credit, Investment Banking, Financial Modeling, Relationship Management, Credit Risk, Product Management, Investments, Financial Analysis, SDLC, Management, Finance, CRM, Process Improvement, Team Building, Training, Analysis, Marketing, Mergers & Acquisitions, Strategy
Education
Princeton University 1996 — 1999
Master of Business Administration (MBA), Business/Commerce, General
Temple University 1990 — 1993
Bachelor of Arts (B.A.), Sociology
Ecreds March 2013 - Present
CAPITAL SOURCE FINANCIAL INC March 2009 - Present
Citicorp Mortgage March 2009 - November 2013
Merrill Lynch January 2000 - March 2009
Global technologies, LLC June 1992 - January 2000
Skills
Banking, Portfolio Management, Fixed Income, Credit Cards, Equities, Derivatives, Financial Services, Capital Markets, Business Analysis, Risk Management, Retail Banking, Credit, Investment Banking, Financial Modeling, Relationship Management, Credit Risk, Product Management, Investments, Financial Analysis, SDLC, Management, Finance, CRM, Process Improvement, Team Building, Training, Analysis, Marketing, Mergers & Acquisitions, Strategy
Education
Princeton University 1996 — 1999
Master of Business Administration (MBA), Business/Commerce, General
Temple University 1990 — 1993
Bachelor of Arts (B.A.), Sociology
Jay Singer's Merrill Lynch Experience August 1993 - December 2001
Job Vice President Marin Architects PC, Municipal Building Services, W.J. Marin Management
Industry Architecture & Planning
Experience
W. J. Marin Management / Marin Nanca Architects /Municipial Building Services July 2010 - Present
TD Bank Group October 2004 - June 2010
Commerce Bancorp October 2004 - June 2010
Design Plus of Rockland County January 2002 - September 2004
Merrill Lynch August 1993 - December 2001
Toys R Us December 1988 - February 1992
Weisberg Castro Associates January 1988 - October 1988
Drexel Burnham Lambert September 1986 - December 1987
Michael Esmay Architects August 1984 - August 1986
CBS News September 1982 - January 1984
Skills
Construction Management, Construction, Real Estate, Architecture, Project Management, Real Estate Development, Project Coordination, Management, Budgets, AutoCAD, Contract Management, Contract Negotiation, LEED AP, Strategic Planning, Facilities Management, Contractors, LEED, Analysis, Negotiation, Proposal Writing, Renovation, Retail, Sustainability, Team Building, Financial Analysis, Submittals, Residential Homes, Mixed-use, Green Building, Projects, Project Planning, Microsoft Excel, Microsoft Office, Process Scheduler
Education
Pratt Institute 1977 — 1982
Bachelor of Architecture, Architecture
W. J. Marin Management / Marin Nanca Architects /Municipial Building Services July 2010 - Present
TD Bank Group October 2004 - June 2010
Commerce Bancorp October 2004 - June 2010
Design Plus of Rockland County January 2002 - September 2004
Merrill Lynch August 1993 - December 2001
Toys R Us December 1988 - February 1992
Weisberg Castro Associates January 1988 - October 1988
Drexel Burnham Lambert September 1986 - December 1987
Michael Esmay Architects August 1984 - August 1986
CBS News September 1982 - January 1984
Skills
Construction Management, Construction, Real Estate, Architecture, Project Management, Real Estate Development, Project Coordination, Management, Budgets, AutoCAD, Contract Management, Contract Negotiation, LEED AP, Strategic Planning, Facilities Management, Contractors, LEED, Analysis, Negotiation, Proposal Writing, Renovation, Retail, Sustainability, Team Building, Financial Analysis, Submittals, Residential Homes, Mixed-use, Green Building, Projects, Project Planning, Microsoft Excel, Microsoft Office, Process Scheduler
Education
Pratt Institute 1977 — 1982
Bachelor of Architecture, Architecture
Paul Trippe's Merrill Lynch Experience June 1989 - April 1992
Job Managing Director & Regional Investment Executive, US Trust
Industry Financial Services
Experience
US Trust May 2008 - Present
US Trust, Bank of America Private Wealth Management June 1992 - Present
US Trust 1992 - Present
Merrill Lynch June 1989 - April 1992
Merrill Lynch June 1986 - July 1989
AG Becker July 1977 - February 1981
Skills
Portfolio Management, Due Diligence, Securities, Investments, Finance, Wealth Management, Management, Alternative Investments, Asset Management
Education
Presbyterian College 1970 — 1974
Bachelor of Arts, History and Political Science
US Trust May 2008 - Present
US Trust, Bank of America Private Wealth Management June 1992 - Present
US Trust 1992 - Present
Merrill Lynch June 1989 - April 1992
Merrill Lynch June 1986 - July 1989
AG Becker July 1977 - February 1981
Skills
Portfolio Management, Due Diligence, Securities, Investments, Finance, Wealth Management, Management, Alternative Investments, Asset Management
Education
Presbyterian College 1970 — 1974
Bachelor of Arts, History and Political Science
Percy Moreira's Merrill Lynch Experience 2004 - 2009
Job Managing Director Itau BBA
Industry Banking
Experience
Itaú BBA August 2014 - Present
Scotia Capital June 2009 - August 2014
Merrill Lynch 2004 - 2009
J.P. Morgan 2002 - 2004
Citi 1997 - 2002
Skills
Fixed Income, Funding, Emerging Markets
Education
Walden University 2010 — 2012
Master's degree, Business Administration and Management, General
PUC-SP 2002 — 2004
Master, Business Management
PUC-SP 1997 — 2001
Bachelor, Business Management
Itaú BBA August 2014 - Present
Scotia Capital June 2009 - August 2014
Merrill Lynch 2004 - 2009
J.P. Morgan 2002 - 2004
Citi 1997 - 2002
Skills
Fixed Income, Funding, Emerging Markets
Education
Walden University 2010 — 2012
Master's degree, Business Administration and Management, General
PUC-SP 2002 — 2004
Master, Business Management
PUC-SP 1997 — 2001
Bachelor, Business Management
Lou Larson's Merrill Lynch Experience February 2005 - January 2014
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Merrill Lynch February 2005 - January 2014
Skills
Investments, Portfolio Management, Wealth Management
Education
Portland State University 1988 — 1991
Bachelor's Degree, Administration of Justice
Merrill Lynch February 2005 - January 2014
Skills
Investments, Portfolio Management, Wealth Management
Education
Portland State University 1988 — 1991
Bachelor's Degree, Administration of Justice
Austin Gengos's Merrill Lynch Experience 2012 - July 2012
Job Analyst at FirstKey
Industry Financial Services
Experience
Cantor Commercial Real Estate June 2014 - August 2014
Cantor Commercial Real Estate May 2013 - August 2013
Merrill Lynch 2012 - July 2012
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Economics, cum laude
Cantor Commercial Real Estate June 2014 - August 2014
Cantor Commercial Real Estate May 2013 - August 2013
Merrill Lynch 2012 - July 2012
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Economics, cum laude
Elton Williams's Merrill Lynch Experience May 2007 - March 2009
Job Defined Benefit Plan Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2012 - Present
Merrill Lynch May 2007 - March 2009
Education
Post University 2010 — 2013
Prudential Financial June 2012 - Present
Merrill Lynch May 2007 - March 2009
Education
Post University 2010 — 2013
Karen Dexter's Merrill Lynch Experience January 1992 - November 2002
Job Budget Secretary at Wyckoff Board of Education
Industry Education Management
Experience
Wyckoff Board of Education May 2009 - Present
Merrill Lynch January 1992 - November 2002
Merrill Lynch January 1986 - December 1991
Education
Pratt Institute
Bachelor of Fine Arts (BFA), Design
Wyckoff Board of Education May 2009 - Present
Merrill Lynch January 1992 - November 2002
Merrill Lynch January 1986 - December 1991
Education
Pratt Institute
Bachelor of Fine Arts (BFA), Design
Neelima Varakantham's Merrill Lynch Experience 2005 - 2010
Job Product/QA Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Bloomberg LP April 2010 - August 2015
Merrill Lynch 2005 - 2010
Deutsche Bank May 2004 - March 2005
Skills
Trading Systems, Equities, Derivatives, SDLC, Market Data, Quality Assurance, User Acceptance Testing, Requirements Gathering, Market Risk, Credit Risk, SQL, Requirements Analysis, Quality Center, Software Quality..., Software Project..., Test Planning, Reference Data, Bloomberg Terminal, Bloomberg, Fixed Income, Business Analysis, Unix, Financial Markets
Education
Portland State University 2001 — 2003
Masters, Electronics and Communications Engineering
Bloomberg LP August 2015 - Present
Bloomberg LP April 2010 - August 2015
Merrill Lynch 2005 - 2010
Deutsche Bank May 2004 - March 2005
Skills
Trading Systems, Equities, Derivatives, SDLC, Market Data, Quality Assurance, User Acceptance Testing, Requirements Gathering, Market Risk, Credit Risk, SQL, Requirements Analysis, Quality Center, Software Quality..., Software Project..., Test Planning, Reference Data, Bloomberg Terminal, Bloomberg, Fixed Income, Business Analysis, Unix, Financial Markets
Education
Portland State University 2001 — 2003
Masters, Electronics and Communications Engineering
Felicia E. Angus's Merrill Lynch Experience September 2013 - June 2014
Job Student at Princeton University
Industry
Experience
Merrill Lynch September 2013 - June 2014
Education
Princeton University 2014 — 2018
Economics, Environmental Studies, Finance, Sophomore
Merrill Lynch September 2013 - June 2014
Education
Princeton University 2014 — 2018
Economics, Environmental Studies, Finance, Sophomore
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank